KOOL additions & removals
Changes are observation-bounded: an addition is the first retained official snapshot containing a security after an earlier absence; a removal is its first retained absence. Baseline holdings receive no invented addition date.
Additions
| Ticker | Issuer | Observed date | Change |
|---|
| Broadcom Inc | Broadcom Inc | 2026-03-31 | Added / first present |
|---|
| ServiceNow Inc | ServiceNow Inc | 2026-03-31 | Added / first present |
|---|
| Financial Select Sec | Financial Select Sec | 2026-03-31 | Added / first present |
|---|
| Global X Copper Mine | Global X Copper Mine | 2026-03-31 | Added / first present |
|---|
| AMBXX | UMB MONEY MARKET | 2026-03-31 | Added / first present |
|---|
| Innovator Equity Man | Innovator Equity Man | 2026-03-31 | Added / first present |
|---|
| FT Vest Laddered Buf | FT Vest Laddered Buf | 2026-03-31 | Added / first present |
|---|
| Innovator U.S. Equit | Innovator U.S. Equit | 2026-03-31 | Added / first present |
|---|
| Alerian Energy Infra | Alerian Energy Infra | 2026-03-31 | Added / first present |
|---|
| FCX | Freeport-McMoRan Inc | 2026-03-31 | Added / first present |
|---|
| VST | Vistra Energy Corp | 2026-03-31 | Added / first present |
|---|
| Wynn Resorts Ltd | Wynn Resorts Ltd | 2025-12-31 | Added / first present |
|---|
| Keysight Technologie | Keysight Technologie | 2025-12-31 | Added / first present |
|---|
| Abbott Laboratories | Abbott Laboratories | 2025-12-31 | Added / first present |
|---|
| ISHARE MSCI EAFE ETF | ISHARE MSCI EAFE ETF | 2025-12-31 | Added / first present |
|---|
| SPDR PORTFOLIO | SPDR PORTFOLIO | 2025-12-31 | Added / first present |
|---|
| Celestica Inc | Celestica Inc | 2025-12-31 | Added / first present |
|---|
| SPDR S&P Emerging Ma | SPDR S&P Emerging Ma | 2025-12-31 | Added / first present |
|---|
| APD | Air Products & Chemi | 2025-12-31 | Added / first present |
|---|
| ARES | Ares Management Corp | 2025-12-31 | Added / first present |
|---|
| BRX | Brixmor Property Gro | 2025-12-31 | Added / first present |
|---|
| NVT | nVent Electric PLC | 2025-12-31 | Added / first present |
|---|
| McDonald's Corp | McDonald's Corp | 2025-09-30 | Added / first present |
|---|
| Valero Energy Corp | Valero Energy Corp | 2025-09-30 | Added / first present |
|---|
| Cadence Design Syste | Cadence Design Syste | 2025-09-30 | Added / first present |
|---|
| Huntington Ingalls I | Huntington Ingalls I | 2025-09-30 | Added / first present |
|---|
| Alphabet Inc | Alphabet Inc | 2025-09-30 | Added / first present |
|---|
| Duke Energy Corp | Duke Energy Corp | 2025-09-30 | Added / first present |
|---|
| EQT Corp | EQT Corp | 2025-09-30 | Added / first present |
|---|
| iShares Core S&P 500 | iShares Core S&P 500 | 2025-09-30 | Added / first present |
|---|
| KONTOOR BRANDS INC | KONTOOR BRANDS INC | 2025-09-30 | Added / first present |
|---|
| AON PLC | AON PLC | 2025-09-30 | Added / first present |
|---|
| DUK | Duke Energy Corp | 2025-09-30 | Added / first present |
|---|
| EQT | EQT Corp | 2025-09-30 | Added / first present |
|---|
| HII | Huntington Ingalls I | 2025-09-30 | Added / first present |
|---|
| KTB | KONTOOR BRANDS INC | 2025-09-30 | Added / first present |
|---|
| VLO | Valero Energy Corp | 2025-09-30 | Added / first present |
|---|
| Johnson & Johnson | Johnson & Johnson | 2025-06-30 | Added / first present |
|---|
| AT&T Inc | AT&T Inc | 2025-06-30 | Added / first present |
|---|
| Walmart Inc | Walmart Inc | 2025-06-30 | Added / first present |
|---|
| Capital One Financia | Capital One Financia | 2025-06-30 | Added / first present |
|---|
| UBER TECH. | UBER TECH. | 2025-06-30 | Added / first present |
|---|
| Universal Display Co | Universal Display Co | 2025-06-30 | Added / first present |
|---|
| Janus Henderson AAA | Janus Henderson AAA | 2025-06-30 | Added / first present |
|---|
| GE Vernova Inc | GE Vernova Inc | 2025-06-30 | Added / first present |
|---|
| HLI | Houlihan Lokey Inc | 2025-06-30 | Added / first present |
|---|
| MAA | Mid-America Apartmen | 2025-06-30 | Added / first present |
|---|
| NET | CLOUDFLARE INC | 2025-06-30 | Added / first present |
|---|
Removals
| Ticker | Issuer | Observed date | Change |
|---|
| Wynn Resorts Ltd | Wynn Resorts Ltd | 2026-03-31 | Removed / first absent |
|---|
| Abbott Laboratories | Abbott Laboratories | 2026-03-31 | Removed / first absent |
|---|
| ARES | Ares Management Corp | 2026-03-31 | Removed / first absent |
|---|
| Valero Energy Corp | Valero Energy Corp | 2025-12-31 | Removed / first absent |
|---|
| Cadence Design Syste | Cadence Design Syste | 2026-03-31 | Removed / first absent |
|---|
| Huntington Ingalls I | Huntington Ingalls I | 2025-12-31 | Removed / first absent |
|---|
| Alphabet Inc | Alphabet Inc | 2025-12-31 | Removed / first absent |
|---|
| Duke Energy Corp | Duke Energy Corp | 2025-12-31 | Removed / first absent |
|---|
| EQT Corp | EQT Corp | 2025-12-31 | Removed / first absent |
|---|
| iShares Core S&P 500 | iShares Core S&P 500 | 2026-03-31 | Removed / first absent |
|---|
| KONTOOR BRANDS INC | KONTOOR BRANDS INC | 2025-12-31 | Removed / first absent |
|---|
| AON PLC | AON PLC | 2026-03-31 | Removed / first absent |
|---|
| KTB | KONTOOR BRANDS INC | 2026-03-31 | Removed / first absent |
|---|
| AT&T Inc | AT&T Inc | 2025-12-31 | Removed / first absent |
|---|
| Capital One Financia | Capital One Financia | 2026-03-31 | Removed / first absent |
|---|
| UBER TECH. | UBER TECH. | 2025-12-31 | Removed / first absent |
|---|
| Universal Display Co | Universal Display Co | 2025-12-31 | Removed / first absent |
|---|
| Janus Henderson AAA | Janus Henderson AAA | 2025-12-31 | Removed / first absent |
|---|
| HLI | Houlihan Lokey Inc | 2026-03-31 | Removed / first absent |
|---|
| MAA | Mid-America Apartmen | 2025-09-30 | Removed / first absent |
|---|
| NET | CLOUDFLARE INC | 2025-09-30 | Removed / first absent |
|---|
| Microsoft Corp | Microsoft Corp | 2026-03-31 | Removed / first absent |
|---|
| Raymond James Financ | Raymond James Financ | 2025-12-31 | Removed / first absent |
|---|
| Berkshire Hathaway I | Berkshire Hathaway I | 2025-12-31 | Removed / first absent |
|---|
| NextEra Energy Inc | NextEra Energy Inc | 2025-06-30 | Removed / first absent |
|---|
| Tesla Inc | Tesla Inc | 2025-06-30 | Removed / first absent |
|---|
| Alnylam Pharm Inc. | Alnylam Pharm Inc. | 2025-06-30 | Removed / first absent |
|---|
| PINTEREST | PINTEREST | 2025-12-31 | Removed / first absent |
|---|
| Meritage Homes Corp | Meritage Homes Corp | 2025-06-30 | Removed / first absent |
|---|
| AIR LEASE CORP | AIR LEASE CORP | 2025-09-30 | Removed / first absent |
|---|
| Consumer Discretiona | Consumer Discretiona | 2025-09-30 | Removed / first absent |
|---|
| Financial Select Sec | Financial Select Sec | 2025-09-30 | Removed / first absent |
|---|
| Real Estate Select S | Real Estate Select S | 2025-12-31 | Removed / first absent |
|---|
| Communication Servic | Communication Servic | 2025-09-30 | Removed / first absent |
|---|
| Industrial Select Se | Industrial Select Se | 2025-09-30 | Removed / first absent |
|---|
| Materials Select Sec | Materials Select Sec | 2025-12-31 | Removed / first absent |
|---|
| Consumer Staples Sel | Consumer Staples Sel | 2025-12-31 | Removed / first absent |
|---|
| Utilities Select Sec | Utilities Select Sec | 2025-12-31 | Removed / first absent |
|---|
| Viper Energy Partner | Viper Energy Partner | 2025-09-30 | Removed / first absent |
|---|
| Invesco S&P Smallcap | Invesco S&P Smallcap | 2025-09-30 | Removed / first absent |
|---|
| ALNY | Alnylam Pharm Inc. | 2025-12-31 | Removed / first absent |
|---|
| BAX | Baxter International | 2025-09-30 | Removed / first absent |
|---|
| BDC | Belden Inc | 2025-06-30 | Removed / first absent |
|---|
| DE | Deere & Co | 2025-09-30 | Removed / first absent |
|---|
| UBER | UBER TECH. | 2026-03-31 | Removed / first absent |
|---|