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Kaufman Rossin Wealth, LLC

All holdings · as of Dec 31, 2025

157 positions

CompanyClassValueShares% of portfolio
Agilent Technologies Inc—$310.2K2,2800.2%
CAPITAL ONE FINANCIAL CORP—$307.7K1,2700.2%
HASBRO, INC.—$302.4K3,6880.2%
Alnylam Pharmaceuticals Inc—$297.7K7490.2%
US Foods Holding Corp.—$297.4K3,9490.2%
Etsy Inc—$297.4K5,3650.2%
VANGUARD INDEX FDS—$297.1K6090.2%
United Parcel Service Inc—$290.0K2,9230.2%
Datadog, Inc.—$286.8K2,1090.1%
EMCOR Group Inc—$286.3K4680.1%
SPDR S&P 500 ETF TR—$285.7K4190.1%
VEEVA SYSTEMS INC—$285.6K1,2790.1%
BEST BUY CO INC—$281.4K4,2040.1%
Newmont Corp—$280.6K2,8100.1%
EXELIXIS, INC.—$278.8K6,3600.1%
ADT Inc.—$278.4K34,4970.1%
IQVIA HOLDINGS INC.—$273.9K1,2150.1%
Exact Sciences Corp.—$273.5K2,6930.1%
GARTNER INC—$270.7K1,0730.1%
Axis Capital Holdings Ltd—$265.2K2,4760.1%
LINCOLN ELECTRIC HOLDINGS INC—$262.6K1,0960.1%
SPDR SERIES TRUST—$262.1K3,1770.1%
United Therapeutics Corp—$258.2K5300.1%
NEW YORK TIMES CO—$257.5K3,7100.1%
TENET HEALTHCARE CORP—$257.3K1,2950.1%
TRAVELERS COMPANIES, INC.—$255.9K8820.1%
EVEREST GROUP, LTD.—$253.8K7480.1%
PEGASYSTEMS INC—$252.4K4,2270.1%
MICRON TECHNOLOGY INC—$250.0K8760.1%
ARMSTRONG WORLD INDUSTRIES INC—$248.2K1,2990.1%
ISHARES TR—$238.7K2,7670.1%
DOLLAR GENERAL CORP—$237.1K1,7860.1%
CROWN HOLDINGS, INC.—$236.5K2,2970.1%
DIMENSIONAL ETF TRUST—$236.0K7,1750.1%
Wendy's Co—$235.9K28,3170.1%
CITIGROUP INC—$234.8K2,0120.1%
MASTEC INC—$234.5K1,0790.1%
Meta Platforms Inc—$233.5K3540.1%
Elevance Health Inc—$229.3K6540.1%
Accenture plc—$227.5K8480.1%
DANAHER CORP /DE—$225.2K9840.1%
GLOBE LIFE INC.—$218.9K1,5650.1%
Zscaler, Inc.—$218.1K9700.1%
JPMORGAN CHASE & CO—$217.9K6760.1%
ServiceNow Inc—$215.4K1,4060.1%
APTIV PLC—$212.1K2,7880.1%
TEXTRON INC—$210.0K2,4090.1%
Becton Dickinson & Co—$209.3K1,0780.1%
LAM RESEARCH CORP—$208.4K1,2180.1%
ROYAL GOLD INC—$208.3K9370.1%
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