{"url":"https://nivawealth.com/firms/ghp-investment-advisors-107563","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/107563","regulatoryAum":3063634584,"crd":"107563","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7584225","suffix":null,"lastName":"DAVIS","firstName":"JACOB","middleName":"IAN"},{"crd":"4812059","suffix":null,"lastName":"ENGLE","firstName":"BRADLEY","middleName":"ALLEN"},{"crd":"2541538","suffix":null,"lastName":"FRIEDMAN","firstName":"BRIAN","middleName":"JAY"},{"crd":"7982581","suffix":null,"lastName":"Heet","firstName":"Kathryn","middleName":null},{"crd":"7921967","suffix":null,"lastName":"Herbert","firstName":"Makenna","middleName":"Rae"},{"crd":"6066606","suffix":null,"lastName":"IVEY","firstName":"SEBRINA","middleName":"CHRISELDA"},{"crd":"7254357","suffix":null,"lastName":"Kaufman","firstName":"Amy","middleName":null},{"crd":"4138511","suffix":null,"lastName":"KITNER","firstName":"JASON","middleName":"RICHARD"},{"crd":"7935715","suffix":null,"lastName":"Kutnick","firstName":"Carla","middleName":"W"},{"crd":"7315664","suffix":null,"lastName":"Lee","firstName":"Angela","middleName":"Kennedy"},{"crd":"6345635","suffix":null,"lastName":"LEWTON","firstName":"CHRISTIAN","middleName":"Thomas"},{"crd":"6235375","suffix":null,"lastName":"MCCOY","firstName":"REED","middleName":"RUMMEL"},{"crd":"5808066","suffix":null,"lastName":"MCGUIRE","firstName":"DEIRDRE","middleName":"MARIE"},{"crd":"8175738","suffix":null,"lastName":"Meese","firstName":"Braden","middleName":null},{"crd":"2781382","suffix":null,"lastName":"Merges","firstName":"JENNIFER","middleName":"LYNN"},{"crd":"6124826","suffix":null,"lastName":"MILLS","firstName":"MICHELLE","middleName":"ANN"},{"crd":"7828648","suffix":null,"lastName":"Miskulin","firstName":"Jack","middleName":"J"},{"crd":"6509719","suffix":"III","lastName":"MONTES","firstName":"ERNESTO","middleName":null},{"crd":"7969413","suffix":null,"lastName":"O'Neill","firstName":"Miles","middleName":"Ensign"},{"crd":"7926949","suffix":null,"lastName":"Power","firstName":"David","middleName":"Harry"},{"crd":"8289079","suffix":null,"lastName":"Ramirez","firstName":"Marlon","middleName":null},{"crd":"8310317","suffix":null,"lastName":"Ryan","firstName":"Colson","middleName":null},{"crd":"4009292","suffix":null,"lastName":"SMITH","firstName":"NICOLE","middleName":"LEA"},{"crd":"4425881","suffix":null,"lastName":"SULLIVAN","firstName":"MICHAEL","middleName":"THOMAS"},{"crd":"7453686","suffix":null,"lastName":"Sutphin","firstName":"Robert","middleName":"A"},{"crd":"6272036","suffix":null,"lastName":"TERRAZAS","firstName":"BARBARA","middleName":"ELIZABETH"},{"crd":"7274346","suffix":null,"lastName":"Tully","firstName":"Sean","middleName":"Patrick"},{"crd":"2776383","suffix":null,"lastName":"WAGNER","firstName":"CARIN","middleName":"DAWN"}],"total":28,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-26","regulatoryAum":1745376983,"clients":920,"employees":23,"offices":1},{"filedOn":"2022-05-18","regulatoryAum":2168614353,"clients":976,"employees":22,"offices":1},{"filedOn":"2023-03-27","regulatoryAum":1984694368,"clients":1022,"employees":22,"offices":1},{"filedOn":"2024-02-15","regulatoryAum":2436575373,"clients":940,"employees":25,"offices":1},{"filedOn":"2025-02-25","regulatoryAum":2723131280,"clients":1164,"employees":25,"offices":1},{"filedOn":"2026-03-24","regulatoryAum":3063634584,"clients":1234,"employees":25,"offices":1}],"secFileNumber":"801-49990","legalName":"GHP Investment Advisors Inc","displayName":"GHP Investment Advisors","slug":"ghp-investment-advisors-107563","website":"https://ghpia.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/107563/29dd5515765ec7b3-r1.webp","tone":"light","width":293,"height":200,"sourceUrl":"https://ghpia.com/","sourceLabel":"GHP Investment Advisors INC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/ghp-investment-advisors-inc","xUrl":"https://twitter.com/ghpinvestment?lang=en","founded":"1995","organization":"Colorado corporation","fiscalYearEnd":"December","headquarters":{"street":"1290 Broadway, Suite 1100","city":"Denver","state":"CO","stateName":"Colorado","country":"United States","postalCode":"80203"},"tradeNames":["GHP Global Markets"],"registration":{"secApproved":"28 August 1995","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":2451416.9078303427,"staff":{"employees":25,"advisory":22,"brokerDealerReps":0,"insuranceAgents":0,"promoters":5},"aum":{"regulatory":3063634584,"discretionary":2985743237,"discretionaryAccounts":4244,"nonDiscretionary":77891347,"nonDiscretionaryAccounts":316,"wrapProgram":null,"nonUsClientsPct":1,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":621,"regulatoryAum":307330264},{"label":"High-net-worth individuals","clients":605,"regulatoryAum":2698106865},{"label":"Pooled investment vehicles","clients":1,"regulatoryAum":10057085},{"label":"Pension and profit-sharing plans","clients":3,"fewerThan5":true,"regulatoryAum":14615487},{"label":"Charitable organizations","clients":1,"fewerThan5":true,"regulatoryAum":3409644},{"label":"Corporations and other businesses","clients":3,"fewerThan5":true,"regulatoryAum":30115239}],"feePrograms":[{"role":"main","program":"Investment Management Services","feeBasis":"marginal","fee_tiers":[{"to":1000000,"pct":1,"from":0},{"to":2000000,"pct":0.9,"from":1000000},{"to":3000000,"pct":0.8,"from":2000000},{"to":4000000,"pct":0.7,"from":3000000},{"to":5000000,"pct":0.6,"from":4000000},{"to":15000000,"pct":0.5,"from":5000000},{"to":25000000,"pct":0.45,"from":15000000},{"to":50000000,"pct":0.4,"from":25000000},{"to":75000000,"pct":0.35,"from":50000000},{"to":null,"pct":0.3,"from":75000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024925","versionId":1024925,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-03-24","documentName":"GHPIA PART 2A","fee_rate_low":0.3,"fee_rate_high":1,"fee_negotiable":true,"minimum_account":500000,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Consulting services","summary":"Consulting is charged hourly or on a fixed-fee basis; any advance payment will never exceed $500 for work not completed within six months.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024925","versionId":1024925,"submittedOn":"2026-03-24","documentName":"GHPIA PART 2A"},{"role":"other","program":"Financial planning","summary":"Financial planning is quoted as a fixed fee or fixed fee range, such as $3,000 to $5,000, and never exceeds the maximum quoted fee.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024925","versionId":1024925,"submittedOn":"2026-03-24","documentName":"GHPIA PART 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T04:05:32.770996+00:00","documents":[{"name":"GHPIA ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024926","versionId":1024926,"submittedOn":"2026-03-24"},{"name":"GHPIA PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024925","versionId":1024925,"submittedOn":"2026-03-24"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Fransisco, CA","smaAssets":1606935197}],"custodyNote":"GHP Investment Advisors has custody of $10.1M in client assets for 1 client.","leadership":[{"name":"Brian Friedman","title":"President","crd":"2541538"},{"name":"Michael Sullivan","title":"Vice President of Wealth Management","crd":"4425881"},{"name":"Carin Wagner","title":"Vice President of Wealth Management","crd":"2776383"},{"name":"Sebrina Ivey","title":"Chief Compliance Officer","crd":"6066606"},{"name":"Bradley Engle","title":"Director of Research, Trading, and Analytics","crd":"4812059"},{"name":"Jason Kitner","title":"Manager of Research Trading and Portfolio Analytics","crd":"4138511"},{"name":"Angela Lee","title":"Director of Tax","crd":"7315664"},{"name":"Christian Lewton","title":"Manager of Research Trading and Portfolio Analytics","crd":"6345635"},{"name":"Reed McCoy","title":"Wealth Advisor","crd":"6235375"},{"name":"Deirdre McGuire","title":"Wealth Advisor","crd":"5808066"},{"name":"Barbara Terrazas","title":"Wealth Advisor","crd":"6272036"},{"name":"Jennifer Wehner","title":"Client Relations Manager","crd":"2781382"}],"ownership":[{"label":"Brian Friedman","detail":"President in the 25% to 50% ownership band and a control person, since January 1999."},{"label":"Carin Wagner","detail":"Vice president of wealth management in the 10% to 25% ownership band and a control person, since January 2013."},{"label":"Michael Sullivan","detail":"Vice president of wealth management in the 10% to 25% ownership band, since July 2016."}],"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Colorado","offices":1,"addresses":[{"street":"1290 Broadway, Suite 1100","city":"Denver","headquarters":true}]}],"brochureServices":["education planning","estate planning","tax planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"303-831-5051","stateRegisteredReps":20,"otherAdviserReps":20,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)","Performance-based fees"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for pooled investment vehicles (other than investment companies)","Pension consulting services","Publication of periodicals or newsletters","Educational seminars/workshops"],"financialPlanningClients":"101-250","assetMix":[{"label":"Exchange-traded equity securities","percent":55},{"label":"U.S. government/agency bonds","percent":11},{"label":"Securities issued by registered investment companies or business development companies","percent":29},{"label":"Cash and cash equivalents","percent":6}],"privateFunds":1},"sources":{"adv1FilingDate":"24 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/107563/PDF/107563.pdf","brochureDate":"24 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024925","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does GHP Investment Advisors have?","answer":"GHP Investment Advisors has 1,234 clients and manages $3.06 billion for them, as of March 2026. They include 621 individual clients, 605 high-net-worth individuals, and 3 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 24 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does GHP Investment Advisors offer?","answer":"GHP Investment Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, pension consulting, publishing newsletters, educational seminars, education planning, estate planning, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does GHP Investment Advisors charge?","answer":"GHP Investment Advisors charges 0.30%–1.00% a year for its Investment Management Services. Each asset band is charged at its own rate. The fee is billed in arrears, is negotiable and requires an account of at least $500,000.","source":"GHPIA PART 2A, filed 24 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does GHP Investment Advisors use?","answer":"GHP Investment Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Fransisco, CA), with $1.61B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does GHP Investment Advisors have?","answer":"GHP Investment Advisors has 20 investment adviser representatives registered with state securities authorities, out of 25 employees, and 22 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does GHP Investment Advisors invest in?","answer":"At the end of its last fiscal year, GHP Investment Advisors’ separately managed accounts held 55% exchange-traded equities, 29% registered funds (mutual funds, ETFs, BDCs), 11% U.S. government and agency bonds and 6% cash and equivalents. It advises 1 private fund.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does GHP Investment Advisors have a minimum investment?","answer":"Yes, GHP Investment Advisors’ minimum account size for its Investment Management Services is $500K.","source":"GHPIA PART 2A, filed 24 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns GHP Investment Advisors?","answer":"GHP Investment Advisors’ direct owners are Brian Friedman, Carin Wagner and Michael Sullivan, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 24 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does GHP Investment Advisors get paid?","answer":"GHP Investment Advisors is paid through a percentage of assets under management, hourly charges, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is GHP Investment Advisors registered with the SEC?","answer":"Yes, GHP Investment Advisors has been registered with the SEC as an investment adviser since 28 August 1995. Its CRD number is 107563 and its SEC file number is 801-49990.","source":"Form ADV Part 1A, Item 1, filed 24 March 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact GHP Investment Advisors?","answer":"GHP Investment Advisors’ main office is at 1290 Broadway, Suite 1100, Denver, CO 80203. Its phone number is 303-831-5051. Its website is ghpia.com.","source":"Form ADV Part 1A, Item 1.F, filed 24 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/ghp-investment-advisors-107563/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-20","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1401561/000114036126028841/0001140361-26-028841-index.html","totalValue":2721551034,"positionCount":1394,"top10Share":0.13953839235630516,"top10":[{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US LCAP GR ETF","cusip":"808524300","value":49702690,"shares":1468755,"shareType":"SH","priorValue":42594370,"priorShares":1462216},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":46952100,"shares":162262,"shareType":"SH","priorValue":41189701,"priorShares":162298},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":42852706,"shares":121282,"shareType":"SH","priorValue":34335383,"priorShares":119694},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR SP400GRW","cusip":"78464A821","value":37705870,"shares":336389,"shareType":"SH","priorValue":31675157,"priorShares":330087},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"INTL EQTY ETF","cusip":"808524805","value":36168946,"shares":1305738,"shareType":"SH","priorValue":31807798,"priorShares":1285163},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US LCAP VA ETF","cusip":"808524409","value":36157682,"shares":1038715,"shareType":"SH","priorValue":31260175,"priorShares":1024923},{"issuer":"VANGUARD TAX-MANAGED FDS","titleOfClass":"VAN FTSE DEV MKT","cusip":"921943858","value":35380395,"shares":496567,"shareType":"SH","priorValue":32327461,"priorShares":504486},{"issuer":"ISHARES TR","titleOfClass":"INTL SEL DIV ETF","cusip":"464288448","value":32256929,"shares":778589,"shareType":"SH","priorValue":32342140,"priorShares":759919},{"issuer":"ESCO TECHNOLOGIES INC","titleOfClass":"COM","cusip":"296315104","value":31957005,"shares":91295,"shareType":"SH","priorValue":26384338,"priorShares":93771},{"issuer":"ISHARES TR","titleOfClass":"CORE MSCI EAFE","cusip":"46432F842","value":30626533,"shares":317111,"shareType":"SH","priorValue":28020324,"priorShares":309514}],"positionsListed":200,"positions":[{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US LCAP GR ETF","cusip":"808524300","value":49702690,"shares":1468755,"shareType":"SH","priorValue":42594370,"priorShares":1462216},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":46952100,"shares":162262,"shareType":"SH","priorValue":41189701,"priorShares":162298},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":42852706,"shares":121282,"shareType":"SH","priorValue":34335383,"priorShares":119694},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR SP400GRW","cusip":"78464A821","value":37705870,"shares":336389,"shareType":"SH","priorValue":31675157,"priorShares":330087},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"INTL EQTY ETF","cusip":"808524805","value":36168946,"shares":1305738,"shareType":"SH","priorValue":31807798,"priorShares":1285163},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US LCAP VA ETF","cusip":"808524409","value":36157682,"shares":1038715,"shareType":"SH","priorValue":31260175,"priorShares":1024923},{"issuer":"VANGUARD TAX-MANAGED FDS","titleOfClass":"VAN FTSE DEV MKT","cusip":"921943858","value":35380395,"shares":496567,"shareType":"SH","priorValue":32327461,"priorShares":504486},{"issuer":"ISHARES TR","titleOfClass":"INTL SEL DIV ETF","cusip":"464288448","value":32256929,"shares":778589,"shareType":"SH","priorValue":32342140,"priorShares":759919},{"issuer":"ESCO TECHNOLOGIES INC","titleOfClass":"COM","cusip":"296315104","value":31957005,"shares":91295,"shareType":"SH","priorValue":26384338,"priorShares":93771},{"issuer":"ISHARES TR","titleOfClass":"CORE MSCI EAFE","cusip":"46432F842","value":30626533,"shares":317111,"shareType":"SH","priorValue":28020324,"priorShares":309514},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR SP600GRWO","cusip":"78464A201","value":30275318,"shares":254137,"shareType":"SH","priorValue":24138436,"priorShares":249828},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":30019448,"shares":91710,"shareType":"SH","priorValue":26739563,"priorShares":90901},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"FUNDAMENTAL INTL","cusip":"808524748","value":29623007,"shares":610029,"shareType":"SH","priorValue":27826255,"priorShares":600222},{"issuer":"ROCKWELL AUTOMATION INC","titleOfClass":"COM","cusip":"773903109","value":29058116,"shares":58694,"shareType":"SH","priorValue":20823926,"priorShares":58025},{"issuer":"FRANKLIN TEMPLETON ETF TR","titleOfClass":"FTSE UNTD KGDM","cusip":"35473P678","value":28692817,"shares":813058,"shareType":"SH","priorValue":27814507,"priorShares":800187},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL B NEW","cusip":"084670702","value":28371307,"shares":56698,"shareType":"SH","priorValue":26765424,"priorShares":55854},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":28226500,"shares":75670,"shareType":"SH","priorValue":27108909,"priorShares":73234},{"issuer":"ISHARES TR","titleOfClass":"S&P SML 600 GWT","cusip":"464287887","value":27868570,"shares":156039,"shareType":"SH","priorValue":22810939,"priorShares":157632},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR SP400VAL","cusip":"78464A839","value":27484349,"shares":289767,"shareType":"SH","priorValue":24272020,"priorShares":285050},{"issuer":"APPLIED MATLS INC","titleOfClass":"COM","cusip":"038222105","value":26998504,"shares":37342,"shareType":"SH","priorValue":12910162,"priorShares":37772},{"issuer":"ISHARES TR","titleOfClass":"SP SMCP600VL ETF","cusip":"464287879","value":26642245,"shares":194925,"shareType":"SH","priorValue":23341555,"priorShares":197058},{"issuer":"ISHARES TR","titleOfClass":"S&P 500 GRWT ETF","cusip":"464287309","value":26546544,"shares":193024,"shareType":"SH","priorValue":22184604,"priorShares":196133},{"issuer":"ISHARES TR","titleOfClass":"RUS 1000 GRW ETF","cusip":"464287614","value":26045313,"shares":209755,"shareType":"SH","priorValue":22280631,"priorShares":52253},{"issuer":"EMCOR GROUP INC","titleOfClass":"COM","cusip":"29084Q100","value":25914210,"shares":31226,"shareType":"SH","priorValue":23543084,"priorShares":31888},{"issuer":"UNITED RENTALS INC","titleOfClass":"COM","cusip":"911363109","value":24671502,"shares":21777,"shareType":"SH","priorValue":14840472,"priorShares":20369},{"issuer":"TELEDYNE TECHNOLOGIES INC","titleOfClass":"COM","cusip":"879360105","value":24245042,"shares":36355,"shareType":"SH","priorValue":21799486,"priorShares":36032},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P500GRW","cusip":"78464A409","value":24117675,"shares":202687,"shareType":"SH","priorValue":19619591,"priorShares":200384},{"issuer":"RTX CORPORATION","titleOfClass":"COM","cusip":"75513E101","value":23946819,"shares":126215,"shareType":"SH","priorValue":24416631,"priorShares":126577},{"issuer":"PLEXUS CORP","titleOfClass":"COM","cusip":"729132100","value":23572691,"shares":78401,"shareType":"SH","priorValue":16160777,"priorShares":79791},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"INTL SCEQT ETF","cusip":"808524888","value":23179248,"shares":481697,"shareType":"SH","priorValue":22330383,"priorShares":477758},{"issuer":"KLA CORP","titleOfClass":"COM NEW","cusip":"482480100","value":22879503,"shares":75833,"shareType":"SH","priorValue":13638103,"priorShares":9262},{"issuer":"MKS INC.","titleOfClass":"COM","cusip":"55306N104","value":22283020,"shares":50097,"shareType":"SH","priorValue":11602402,"priorShares":50487},{"issuer":"CISCO SYS INC","titleOfClass":"COM","cusip":"17275R102","value":22042081,"shares":187656,"shareType":"SH","priorValue":14730452,"priorShares":189849},{"issuer":"TJX COS INC NEW","titleOfClass":"COM","cusip":"872540109","value":21894220,"shares":144517,"shareType":"SH","priorValue":23000249,"priorShares":144021},{"issuer":"INTERNATIONAL BUSINESS MACHS","titleOfClass":"COM","cusip":"459200101","value":21888524,"shares":77837,"shareType":"SH","priorValue":19057028,"priorShares":78621},{"issuer":"ISHARES TR","titleOfClass":"S&P 500 VAL ETF","cusip":"464287408","value":21447910,"shares":94459,"shareType":"SH","priorValue":20273268,"priorShares":96014},{"issuer":"ISHARES TR","titleOfClass":"RUS 1000 VAL ETF","cusip":"464287598","value":21324567,"shares":87962,"shareType":"SH","priorValue":18803839,"priorShares":88004},{"issuer":"LINCOLN ELEC HLDGS INC","titleOfClass":"COM","cusip":"533900106","value":20691621,"shares":77932,"shareType":"SH","priorValue":19249245,"priorShares":77281},{"issuer":"ANALOG DEVICES INC","titleOfClass":"COM","cusip":"032654105","value":20604440,"shares":51878,"shareType":"SH","priorValue":16300705,"priorShares":51238},{"issuer":"AMETEK INC","titleOfClass":"COM","cusip":"031100100","value":20503566,"shares":84747,"shareType":"SH","priorValue":17786662,"priorShares":82976},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR SP600SM C","cusip":"78464A300","value":20154331,"shares":184716,"shareType":"SH","priorValue":17193549,"priorShares":181789},{"issuer":"AMERICAN EXPRESS CO","titleOfClass":"COM","cusip":"025816109","value":19292912,"shares":57037,"shareType":"SH","priorValue":17151387,"priorShares":56702},{"issuer":"CURTISS WRIGHT CORP","titleOfClass":"COM","cusip":"231561101","value":18737132,"shares":24727,"shareType":"SH","priorValue":18109784,"priorShares":26588},{"issuer":"WALMART INC","titleOfClass":"COM","cusip":"931142103","value":17774335,"shares":156934,"shareType":"SH","priorValue":19632501,"priorShares":157970},{"issuer":"TRAVELERS COMPANIES INC","titleOfClass":"COM","cusip":"89417E109","value":17615519,"shares":53361,"shareType":"SH","priorValue":15460894,"priorShares":53006},{"issuer":"EXPEDITORS INTL WASH INC","titleOfClass":"COM","cusip":"302130109","value":17437954,"shares":106994,"shareType":"SH","priorValue":14614777,"priorShares":102038},{"issuer":"TEXAS INSTRS INC","titleOfClass":"COM","cusip":"882508104","value":17312899,"shares":58083,"shareType":"SH","priorValue":10911185,"priorShares":56203},{"issuer":"NORDSON CORP","titleOfClass":"COM","cusip":"655663102","value":17116170,"shares":56734,"shareType":"SH","priorValue":14972518,"priorShares":56275},{"issuer":"META PLATFORMS INC","titleOfClass":"CL A","cusip":"30303M102","value":17038732,"shares":30248,"shareType":"SH","priorValue":16276157,"priorShares":28448},{"issuer":"NETAPP INC","titleOfClass":"COM","cusip":"64110D104","value":16952049,"shares":109538,"shareType":"SH","priorValue":11411195,"priorShares":111449},{"issuer":"PARKER-HANNIFIN CORP","titleOfClass":"COM","cusip":"701094104","value":16456282,"shares":16824,"shareType":"SH","priorValue":15067415,"priorShares":16830},{"issuer":"ISHARES TR","titleOfClass":"S&P MC 400GR ETF","cusip":"464287606","value":16426482,"shares":139799,"shareType":"SH","priorValue":14090423,"priorShares":140036},{"issuer":"CSX CORP","titleOfClass":"COM","cusip":"126408103","value":16217098,"shares":341197,"shareType":"SH","priorValue":13886346,"priorShares":338279},{"issuer":"HOULIHAN LOKEY INC","titleOfClass":"CL A","cusip":"441593100","value":16049493,"shares":119657,"shareType":"SH","priorValue":17061715,"priorShares":118797},{"issuer":"MOODYS CORP","titleOfClass":"COM","cusip":"615369105","value":15699150,"shares":34662,"shareType":"SH","priorValue":15780671,"priorShares":36173},{"issuer":"LITTELFUSE INC","titleOfClass":"COM","cusip":"537008104","value":15634600,"shares":34336,"shareType":"SH","priorValue":11361303,"priorShares":33479},{"issuer":"MCKESSON CORP","titleOfClass":"COM","cusip":"58155Q103","value":15607060,"shares":20655,"shareType":"SH","priorValue":16554465,"priorShares":19130},{"issuer":"EMERSON ELEC CO","titleOfClass":"COM","cusip":"291011104","value":15488154,"shares":108195,"shareType":"SH","priorValue":13600560,"priorShares":103806},{"issuer":"MERCK & CO INC","titleOfClass":"COM","cusip":"58933Y105","value":15207338,"shares":118345,"shareType":"SH","priorValue":13944234,"priorShares":115922},{"issuer":"ULTA BEAUTY INC","titleOfClass":"COM","cusip":"90384S303","value":15182293,"shares":33665,"shareType":"SH","priorValue":17245308,"priorShares":32992},{"issuer":"NASDAQ INC","titleOfClass":"COM","cusip":"631103108","value":15077103,"shares":191286,"shareType":"SH","priorValue":15634342,"priorShares":184172},{"issuer":"ISHARES TR","titleOfClass":"S&P MC 400VL ETF","cusip":"464287705","value":15044996,"shares":101841,"shareType":"SH","priorValue":13573981,"priorShares":102445},{"issuer":"STERIS PLC","titleOfClass":"SHS USD","cusip":"G8473T100","value":14836651,"shares":70459,"shareType":"SH","priorValue":15403301,"priorShares":69657},{"issuer":"JOHNSON & JOHNSON","titleOfClass":"COM","cusip":"478160104","value":14738398,"shares":58033,"shareType":"SH","priorValue":14035903,"priorShares":57420},{"issuer":"MARTIN MARIETTA MATLS INC","titleOfClass":"COM","cusip":"573284106","value":14201882,"shares":24626,"shareType":"SH","priorValue":13329548,"priorShares":22643},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"MCAP GR IDXVIP","cusip":"922908538","value":14176995,"shares":46285,"shareType":"SH","priorValue":11827965,"priorShares":45961},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P500VAL","cusip":"78464A508","value":14174727,"shares":233175,"shareType":"SH","priorValue":12976367,"priorShares":229345},{"issuer":"GARMIN LTD","titleOfClass":"SHS","cusip":"H2906T109","value":13933698,"shares":58659,"shareType":"SH","priorValue":13623657,"priorShares":58720},{"issuer":"CUMMINS INC","titleOfClass":"COM","cusip":"231021106","value":13609278,"shares":19081,"shareType":"SH","priorValue":10318147,"priorShares":19178},{"issuer":"STRYKER CORPORATION","titleOfClass":"COM","cusip":"863667101","value":13283795,"shares":42192,"shareType":"SH","priorValue":14520470,"priorShares":44190},{"issuer":"PACKAGING CORP AMER","titleOfClass":"COM","cusip":"695156109","value":13274344,"shares":55709,"shareType":"SH","priorValue":11721009,"priorShares":55231},{"issuer":"VISA INC","titleOfClass":"COM CL A","cusip":"92826C839","value":13015412,"shares":37935,"shareType":"SH","priorValue":11025845,"priorShares":36480},{"issuer":"AMPHENOL CORP","titleOfClass":"CL A","cusip":"032095101","value":12832845,"shares":72782,"shareType":"SH","priorValue":9346510,"priorShares":73973},{"issuer":"ORACLE CORP","titleOfClass":"COM","cusip":"68389X105","value":12784415,"shares":87236,"shareType":"SH","priorValue":12968552,"priorShares":88155},{"issuer":"L3HARRIS TECHNOLOGIES INC","titleOfClass":"COM","cusip":"502431109","value":12729366,"shares":43805,"shareType":"SH","priorValue":14879778,"priorShares":43111},{"issuer":"BERKLEY W R CORP","titleOfClass":"COM","cusip":"084423102","value":12681466,"shares":179803,"shareType":"SH","priorValue":11867934,"priorShares":179058},{"issuer":"PROCTER & GAMBLE CO","titleOfClass":"COM","cusip":"742718109","value":12658663,"shares":86325,"shareType":"SH","priorValue":12384554,"priorShares":85742},{"issuer":"PROGRESSIVE CORP","titleOfClass":"COM","cusip":"743315103","value":11842732,"shares":54213,"shareType":"SH","priorValue":11104232,"priorShares":56014},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P SCP ETF","cusip":"464287804","value":11668731,"shares":78678,"shareType":"SH","priorValue":9843765,"priorShares":79187},{"issuer":"SNAP ON INC","titleOfClass":"COM","cusip":"833034101","value":10728075,"shares":26660,"shareType":"SH","priorValue":9714402,"priorShares":26745},{"issuer":"CORNING INC","titleOfClass":"COM","cusip":"219350105","value":10581336,"shares":41426,"shareType":"SH","priorValue":10136865,"priorShares":74552},{"issuer":"EXXON MOBIL CORP","titleOfClass":"COM","cusip":"30231G102","value":10241111,"shares":74906,"shareType":"SH","priorValue":12669317,"priorShares":74675},{"issuer":"AMGEN INC","titleOfClass":"COM","cusip":"031162100","value":10191289,"shares":28143,"shareType":"SH","priorValue":9742139,"priorShares":27688},{"issuer":"CACI INTL INC","titleOfClass":"CL A","cusip":"127190304","value":10099651,"shares":21801,"shareType":"SH","priorValue":11889500,"priorShares":21861},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P MCP ETF","cusip":"464287507","value":9930128,"shares":128779,"shareType":"SH","priorValue":8770565,"priorShares":129877},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"SML CP GRW ETF","cusip":"922908595","value":9874060,"shares":27000,"shareType":"SH","priorValue":8233887,"priorShares":27242},{"issuer":"STATE STR SPDR DOW JONES IND","titleOfClass":"UT SER 1","cusip":"78467X109","value":9844056,"shares":18844,"shareType":"SH","priorValue":8653128,"priorShares":18682},{"issuer":"LABCORP HOLDINGS INC","titleOfClass":"COM SHS","cusip":"504922105","value":9688542,"shares":34602,"shareType":"SH","priorValue":9174752,"priorShares":34387},{"issuer":"FEDEX CORP","titleOfClass":"COM","cusip":"31428X106","value":9619971,"shares":30722,"shareType":"SH","priorValue":10951067,"priorShares":30746},{"issuer":"CARDINAL HEALTH INC","titleOfClass":"COM","cusip":"14149Y108","value":9513104,"shares":40045,"shareType":"SH","priorValue":8133445,"priorShares":38491},{"issuer":"TEXAS ROADHOUSE INC","titleOfClass":"COM","cusip":"882681109","value":9504615,"shares":49189,"shareType":"SH","priorValue":7927883,"priorShares":48007},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":9370049,"shares":26219,"shareType":"SH","priorValue":7583366,"priorShares":26371},{"issuer":"FERGUSON ENTERPRISES INC","titleOfClass":"COMMON STOCK NEW","cusip":"31488V107","value":9351880,"shares":39404,"shareType":"SH","priorValue":9064509,"priorShares":38860},{"issuer":"BOOKING HOLDINGS INC","titleOfClass":"COM","cusip":"09857L108","value":9260454,"shares":51955,"shareType":"SH","priorValue":8456509,"priorShares":2009},{"issuer":"COSTCO WHOLESALE CORPORATION","titleOfClass":"COM","cusip":"22160K105","value":9215624,"shares":9851,"shareType":"SH","priorValue":10057743,"priorShares":10094},{"issuer":"AIR PRODUCTS AND CHEMICALS I","titleOfClass":"COM","cusip":"009158106","value":9063079,"shares":30913,"shareType":"SH","priorValue":8200135,"priorShares":28228},{"issuer":"CME GROUP INC","titleOfClass":"COM","cusip":"12572Q105","value":9002025,"shares":40765,"shareType":"SH","priorValue":10762512,"priorShares":36440},{"issuer":"SS&C TECH HLDGS","titleOfClass":"COM","cusip":"78467J100","value":8953743,"shares":144299,"shareType":"SH","priorValue":9499873,"priorShares":140593},{"issuer":"SCHWAB CHARLES CORP","titleOfClass":"COM","cusip":"808513105","value":8950903,"shares":97007,"shareType":"SH","priorValue":7891348,"priorShares":83968},{"issuer":"DAVITA INC","titleOfClass":"COM","cusip":"23918K108","value":8948814,"shares":40223,"shareType":"SH","priorValue":6107487,"priorShares":39739},{"issuer":"TERADYNE INC","titleOfClass":"COM","cusip":"880770102","value":8812512,"shares":18214,"shareType":"SH","priorValue":5721148,"priorShares":19298},{"issuer":"GENERAL DYNAMICS CORP","titleOfClass":"COM","cusip":"369550108","value":8780354,"shares":24787,"shareType":"SH","priorValue":8324987,"priorShares":24256},{"issuer":"WASTE MGMT INC DEL","titleOfClass":"COM","cusip":"94106L109","value":8641436,"shares":38771,"shareType":"SH","priorValue":7026199,"priorShares":30577},{"issuer":"PACCAR INC","titleOfClass":"COM","cusip":"693718108","value":8639724,"shares":71926,"shareType":"SH","priorValue":8145590,"priorShares":70525},{"issuer":"AON PLC","titleOfClass":"SHS CL A","cusip":"G0403H108","value":8621964,"shares":25994,"shareType":"SH","priorValue":8513074,"priorShares":26374},{"issuer":"EPLUS INC","titleOfClass":"COM","cusip":"294268107","value":8487058,"shares":101971,"shareType":"SH","priorValue":7579446,"priorShares":100724},{"issuer":"S&P GLOBAL INC","titleOfClass":"COM","cusip":"78409V104","value":8397588,"shares":20620,"shareType":"SH","priorValue":8358123,"priorShares":19650},{"issuer":"SYNOPSYS INC","titleOfClass":"COM","cusip":"871607107","value":8393493,"shares":18817,"shareType":"SH","priorValue":7469367,"priorShares":18839},{"issuer":"BANK OF AMER CORP","titleOfClass":"COM","cusip":"060505104","value":8245350,"shares":144706,"shareType":"SH","priorValue":6956283,"priorShares":142693},{"issuer":"HARTFORD INSURANCE GROUP INC","titleOfClass":"COM","cusip":"416515104","value":8227836,"shares":62087,"shareType":"SH","priorValue":8315441,"priorShares":61491},{"issuer":"ISHARES TR","titleOfClass":"RUS MD CP GR ETF","cusip":"464287481","value":8209261,"shares":56070,"shareType":"SH","priorValue":7380520,"priorShares":57606},{"issuer":"QUEST DIAGNOSTICS INC","titleOfClass":"COM","cusip":"74834L100","value":8163698,"shares":38517,"shareType":"SH","priorValue":7486481,"priorShares":38201},{"issuer":"OSHKOSH CORP","titleOfClass":"COM","cusip":"688239201","value":8058987,"shares":52508,"shareType":"SH","priorValue":7385573,"priorShares":50170},{"issuer":"PEPSICO INC","titleOfClass":"COM","cusip":"713448108","value":7938892,"shares":58633,"shareType":"SH","priorValue":8734094,"priorShares":56244},{"issuer":"WATERS CORP","titleOfClass":"COM","cusip":"941848103","value":7817335,"shares":20844,"shareType":"SH","priorValue":6257970,"priorShares":21014},{"issuer":"FRANKLIN ELEC INC","titleOfClass":"COM","cusip":"353514102","value":7668171,"shares":71538,"shareType":"SH","priorValue":6009739,"priorShares":65203},{"issuer":"CVS HEALTH CORP","titleOfClass":"COM","cusip":"126650100","value":7656427,"shares":74011,"shareType":"SH","priorValue":5078271,"priorShares":70708},{"issuer":"FACTSET RESH SYS INC","titleOfClass":"COM","cusip":"303075105","value":7635842,"shares":33187,"shareType":"SH","priorValue":5904428,"priorShares":27210},{"issuer":"ROPER TECHNOLOGIES INC","titleOfClass":"COM","cusip":"776696106","value":7633846,"shares":22559,"shareType":"SH","priorValue":7071890,"priorShares":19985},{"issuer":"OSI SYSTEMS INC","titleOfClass":"COM","cusip":"671044105","value":7610324,"shares":34798,"shareType":"SH","priorValue":8817323,"priorShares":33209},{"issuer":"DISNEY WALT CO","titleOfClass":"COM","cusip":"254687106","value":7601024,"shares":78972,"shareType":"SH","priorValue":7187923,"priorShares":74579},{"issuer":"ISHARES TR","titleOfClass":"MSCI UK ETF NEW","cusip":"46435G334","value":7517881,"shares":162936,"shareType":"SH","priorValue":7530392,"priorShares":165285},{"issuer":"ISHARES TR","titleOfClass":"MRGSTR MD CP VAL","cusip":"464288406","value":7418525,"shares":81185,"shareType":"SH","priorValue":6894526,"priorShares":81317},{"issuer":"MARKEL GROUP INC","titleOfClass":"COM","cusip":"570535104","value":7306954,"shares":3741,"shareType":"SH","priorValue":6870324,"priorShares":3589},{"issuer":"UMB FINL CORP","titleOfClass":"COM","cusip":"902788108","value":7085044,"shares":49629,"shareType":"SH","priorValue":5497358,"priorShares":48740},{"issuer":"BROWN & BROWN INC","titleOfClass":"COM","cusip":"115236101","value":7040234,"shares":109747,"shareType":"SH","priorValue":7115984,"priorShares":109124},{"issuer":"THE CIGNA GROUP","titleOfClass":"COM","cusip":"125523100","value":7011227,"shares":25432,"shareType":"SH","priorValue":6768980,"priorShares":25376},{"issuer":"BROADRIDGE FINL SOLUTIONS IN","titleOfClass":"COM","cusip":"11133T103","value":6982095,"shares":50983,"shareType":"SH","priorValue":8452342,"priorShares":52021},{"issuer":"LANDSTAR SYS INC","titleOfClass":"COM","cusip":"515098101","value":6926260,"shares":33491,"shareType":"SH","priorValue":5635855,"priorShares":35156},{"issuer":"HOME DEPOT INC","titleOfClass":"COM","cusip":"437076102","value":6699939,"shares":18997,"shareType":"SH","priorValue":5634263,"priorShares":17131},{"issuer":"AUTOMATIC DATA PROCESSING IN","titleOfClass":"COM","cusip":"053015103","value":6683458,"shares":29844,"shareType":"SH","priorValue":6353865,"priorShares":31272},{"issuer":"UNITEDHEALTH GROUP INC","titleOfClass":"COM","cusip":"91324P102","value":6464387,"shares":15553,"shareType":"SH","priorValue":3899191,"priorShares":14410},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":6395599,"shares":26834,"shareType":"SH","priorValue":5270239,"priorShares":25305},{"issuer":"TETRA TECH INC NEW","titleOfClass":"COM","cusip":"88162G103","value":6243518,"shares":216113,"shareType":"SH","priorValue":6820359,"priorShares":226439},{"issuer":"ADVANCED MICRO DEVICES INC","titleOfClass":"COM","cusip":"007903107","value":6193281,"shares":10661,"shareType":"SH","priorValue":2068343,"priorShares":10167},{"issuer":"CHEVRON CORPORATION","titleOfClass":"COM","cusip":"166764100","value":6185961,"shares":37319,"shareType":"SH","priorValue":7440235,"priorShares":35960},{"issuer":"TOWER SEMICONDUCTOR LTD","titleOfClass":"SHS NEW","cusip":"M87915274","value":5847980,"shares":22437,"shareType":"SH","priorValue":3937245,"priorShares":22437},{"issuer":"MSC INDL DIRECT INC","titleOfClass":"CL A","cusip":"553530106","value":5847688,"shares":49160,"shareType":"SH","priorValue":4093068,"priorShares":44360},{"issuer":"INTERCONTINENTAL EXCHANGE IN","titleOfClass":"COM","cusip":"45866F104","value":5814316,"shares":47228,"shareType":"SH","priorValue":7455254,"priorShares":47401},{"issuer":"BLACKROCK INC","titleOfClass":"COM","cusip":"09290D101","value":5768716,"shares":5999,"shareType":"SH","priorValue":5159538,"priorShares":5365},{"issuer":"US BANCORP","titleOfClass":"COM NEW","cusip":"902973304","value":5720443,"shares":94709,"shareType":"SH","priorValue":4867918,"priorShares":93596},{"issuer":"DONALDSON INC","titleOfClass":"COM","cusip":"257651109","value":5689818,"shares":63382,"shareType":"SH","priorValue":4971989,"priorShares":58584},{"issuer":"APTARGROUP INC","titleOfClass":"COM","cusip":"038336103","value":5683290,"shares":45394,"shareType":"SH","priorValue":5722483,"priorShares":45409},{"issuer":"MSA SAFETY INC","titleOfClass":"COM","cusip":"553498106","value":5657191,"shares":32404,"shareType":"SH","priorValue":2403426,"priorShares":14660},{"issuer":"CORPAY INC","titleOfClass":"COM SHS","cusip":"219948106","value":5580096,"shares":16743,"shareType":"SH","priorValue":4373716,"priorShares":15030},{"issuer":"SILGAN HLDGS INC","titleOfClass":"COM","cusip":"827048109","value":5564230,"shares":119944,"shareType":"SH","priorValue":4754129,"priorShares":122529},{"issuer":"GENUINE PARTS CO","titleOfClass":"COM","cusip":"372460105","value":5435168,"shares":46068,"shareType":"SH","priorValue":5038640,"priorShares":47647},{"issuer":"VEEVA SYS INC","titleOfClass":"CL A COM","cusip":"922475108","value":5350366,"shares":30148,"shareType":"SH","priorValue":15283,"priorShares":87},{"issuer":"EXLSERVICE HLDGS INC","titleOfClass":"COM","cusip":"302081104","value":5182178,"shares":200394,"shareType":"SH","priorValue":6335049,"priorShares":208048},{"issuer":"ASSURANT INC","titleOfClass":"COM","cusip":"04621X108","value":5090798,"shares":18958,"shareType":"SH","priorValue":4026839,"priorShares":18488},{"issuer":"UNIVERSAL HLTH SVCS INC","titleOfClass":"CL B","cusip":"913903100","value":4961183,"shares":33366,"shareType":"SH","priorValue":6328156,"priorShares":35359},{"issuer":"MASTERCARD INCORPORATED","titleOfClass":"CL A","cusip":"57636Q104","value":4940989,"shares":9620,"shareType":"SH","priorValue":4852152,"priorShares":9711},{"issuer":"KNIGHT-SWIFT TRANSN HLDGS IN","titleOfClass":"CL A","cusip":"499049104","value":4880108,"shares":62670,"shareType":"SH","priorValue":3353309,"priorShares":58237},{"issuer":"ISHARES TR","titleOfClass":"INTL DIV GRWTH","cusip":"46435G524","value":4844544,"shares":55095,"shareType":"SH","priorValue":4709442,"priorShares":56219},{"issuer":"ZEBRA TECHNOLOGIES CORPORATI","titleOfClass":"CL A","cusip":"989207105","value":4838521,"shares":18379,"shareType":"SH","priorValue":3956682,"priorShares":18924},{"issuer":"REGIONS FINANCIAL CORP NEW","titleOfClass":"COM","cusip":"7591EP100","value":4806092,"shares":159142,"shareType":"SH","priorValue":4087345,"priorShares":156483},{"issuer":"F N B CORP","titleOfClass":"COM","cusip":"302520101","value":4792389,"shares":251173,"shareType":"SH","priorValue":3807612,"priorShares":227728},{"issuer":"EXPEDIA GROUP INC","titleOfClass":"COM NEW","cusip":"30212P303","value":4680899,"shares":18293,"shareType":"SH","priorValue":4218278,"priorShares":18270},{"issuer":"TD SYNNEX CORPORATION","titleOfClass":"COM","cusip":"87162W100","value":4600261,"shares":17208,"shareType":"SH","priorValue":2851617,"priorShares":16903},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"GROWTH ETF","cusip":"922908736","value":4545830,"shares":52773,"shareType":"SH","priorValue":3852805,"priorShares":8821},{"issuer":"AMDOCS LTD","titleOfClass":"SHS","cusip":"G02602103","value":4517259,"shares":89380,"shareType":"SH","priorValue":6738014,"priorShares":103249},{"issuer":"INTUIT","titleOfClass":"COM","cusip":"461202103","value":4432953,"shares":16984,"shareType":"SH","priorValue":7209599,"priorShares":16674},{"issuer":"TRACTOR SUPPLY CO","titleOfClass":"COM","cusip":"892356106","value":4415586,"shares":139690,"shareType":"SH","priorValue":9163658,"priorShares":202288},{"issuer":"SCHEIN HENRY INC","titleOfClass":"COM","cusip":"806407102","value":4394057,"shares":52611,"shareType":"SH","priorValue":3818630,"priorShares":51813},{"issuer":"SMUCKER J M CO","titleOfClass":"COM NEW","cusip":"832696405","value":4292812,"shares":38158,"shareType":"SH","priorValue":3584332,"priorShares":37167},{"issuer":"ELEVANCE HEALTH INC FORMERLY","titleOfClass":"COM","cusip":"036752103","value":4277682,"shares":11061,"shareType":"SH","priorValue":3236604,"priorShares":11056},{"issuer":"TIMKEN CO","titleOfClass":"COM","cusip":"887389104","value":4257132,"shares":29294,"shareType":"SH","priorValue":2407810,"priorShares":23941},{"issuer":"ALLEGION PLC","titleOfClass":"ORD SHS","cusip":"G0176J109","value":4205710,"shares":29936,"shareType":"SH","priorValue":4073319,"priorShares":28036},{"issuer":"ENERGY FUELS INC","titleOfClass":"COM NEW","cusip":"292671708","value":4188746,"shares":288879,"shareType":"SH","priorValue":5272042,"priorShares":288879},{"issuer":"ACUITY INC","titleOfClass":"COM","cusip":"00508Y102","value":4185688,"shares":11113,"shareType":"SH","priorValue":2297739,"priorShares":8200},{"issuer":"GRACO INC","titleOfClass":"COM","cusip":"384109104","value":4130960,"shares":54635,"shareType":"SH","priorValue":4811564,"priorShares":56841},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"S&P 500 ETF SHS","cusip":"922908363","value":4124827,"shares":6006,"shareType":"SH","priorValue":3538381,"priorShares":5921},{"issuer":"CENTRAL GARDEN & PET CO","titleOfClass":"CL A NON-VTG","cusip":"153527205","value":4123290,"shares":106353,"shareType":"SH","priorValue":3341030,"priorShares":103055},{"issuer":"MARRIOTT INTL INC NEW","titleOfClass":"CL A","cusip":"571903202","value":4119946,"shares":11117,"shareType":"SH","priorValue":3698410,"priorShares":11308},{"issuer":"LOCKHEED MARTIN CORP","titleOfClass":"COM","cusip":"539830109","value":4064556,"shares":7979,"shareType":"SH","priorValue":4617250,"priorShares":7639},{"issuer":"MEDTRONIC PLC","titleOfClass":"SHS","cusip":"G5960L103","value":3994153,"shares":51057,"shareType":"SH","priorValue":4395719,"priorShares":50730},{"issuer":"HELIOS TECHNOLOGIES INC","titleOfClass":"COM","cusip":"42328H109","value":3961972,"shares":44392,"shareType":"SH","priorValue":2757162,"priorShares":42608},{"issuer":"MIDDLEBY CORP","titleOfClass":"COM","cusip":"596278101","value":3960876,"shares":23027,"shareType":"SH","priorValue":2861475,"priorShares":21583},{"issuer":"KADANT INC","titleOfClass":"COM","cusip":"48282T104","value":3854245,"shares":12266,"shareType":"SH","priorValue":3622490,"priorShares":12391},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":3853714,"shares":5146,"shareType":"SH","priorValue":3216074,"priorShares":4923},{"issuer":"IDEX CORP","titleOfClass":"COM","cusip":"45167R104","value":3837253,"shares":16908,"shareType":"SH","priorValue":3116987,"priorShares":16444},{"issuer":"OMNICOM GROUP INC","titleOfClass":"COM","cusip":"681919106","value":3813823,"shares":52366,"shareType":"SH","priorValue":3822448,"priorShares":50756},{"issuer":"ISHARES TR","titleOfClass":"RUS 2000 VAL ETF","cusip":"464287630","value":3748220,"shares":16945,"shareType":"SH","priorValue":3197591,"priorShares":16866},{"issuer":"HUNTINGTON BANCSHARES INC","titleOfClass":"COM","cusip":"446150104","value":3735923,"shares":210712,"shareType":"SH","priorValue":3027371,"priorShares":193442},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":3630972,"shares":18147,"shareType":"SH","priorValue":3051636,"priorShares":17498},{"issuer":"NOVA LTD","titleOfClass":"COM","cusip":"M7516K103","value":3591006,"shares":6614,"shareType":"SH","priorValue":2872328,"priorShares":6614},{"issuer":"FTI CONSULTING INC","titleOfClass":"COM","cusip":"302941109","value":3560018,"shares":23891,"shareType":"SH","priorValue":4044521,"priorShares":22880},{"issuer":"PRESTIGE CONSMR HEALTHCARE I","titleOfClass":"COM","cusip":"74112D101","value":3550984,"shares":75121,"shareType":"SH","priorValue":5259578,"priorShares":88739},{"issuer":"ISHARES TR","titleOfClass":"RUS 1000 ETF","cusip":"464287622","value":3543989,"shares":8654,"shareType":"SH","priorValue":3085177,"priorShares":8653},{"issuer":"INVESCO EXCH TRADED FD TR II","titleOfClass":"S&P MDCP 400 REV","cusip":"46138G672","value":3521107,"shares":24075,"shareType":"SH","priorValue":3178715,"priorShares":24783},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"BUYBACK ACHIEV","cusip":"46137V308","value":3503664,"shares":24733,"shareType":"SH","priorValue":3347316,"priorShares":25504},{"issuer":"PNC FINL SVCS GROUP INC","titleOfClass":"COM","cusip":"693475105","value":3486726,"shares":14161,"shareType":"SH","priorValue":2945891,"priorShares":14157},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"VALUE ETF","cusip":"922908744","value":3466044,"shares":15905,"shareType":"SH","priorValue":3102147,"priorShares":15812},{"issuer":"THERMO FISHER SCIENTIFIC INC","titleOfClass":"COM","cusip":"883556102","value":3409665,"shares":6801,"shareType":"SH","priorValue":3192079,"priorShares":6494},{"issuer":"ELBIT SYS LTD","titleOfClass":"ORD","cusip":"M3760D101","value":3386168,"shares":4463,"shareType":"SH","priorValue":3789489,"priorShares":4463},{"issuer":"ALLISON TRANSMISSION HLDGS I","titleOfClass":"COM","cusip":"01973R101","value":3384462,"shares":30020,"shareType":"SH","priorValue":3198914,"priorShares":27328},{"issuer":"SAIA INC","titleOfClass":"COM","cusip":"78709Y105","value":3371807,"shares":8006,"shareType":"SH","priorValue":2813753,"priorShares":8010},{"issuer":"MONARCH CASINO & RESORT INC","titleOfClass":"COM","cusip":"609027107","value":3335568,"shares":25344,"shareType":"SH","priorValue":1874154,"priorShares":19604},{"issuer":"D R HORTON INC","titleOfClass":"COM","cusip":"23331A109","value":3267314,"shares":20059,"shareType":"SH","priorValue":2678517,"priorShares":19520},{"issuer":"DOVER CORP","titleOfClass":"COM","cusip":"260003108","value":3244016,"shares":14464,"shareType":"SH","priorValue":1519961,"priorShares":7292}]},"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}