HWSM Holdings Addition and Removal History
Changes are observation-bounded: an addition is the first retained snapshot containing a security after an earlier absence; a removal is the first retained snapshot where it is absent. Baseline holdings are not assigned invented historical addition dates.
Additions
| Ticker | Issuer | Observed date | Change |
|---|---|---|---|
| ASO | Academy Sports & Outdoors Inc | 2026-03-31 | Added / first present |
| BANC | Banc of California Inc | 2026-03-31 | Added / first present |
| BBT | Beacon Financial Corp | 2026-03-31 | Added / first present |
| BBWI | Bath & Body Works Inc | 2026-03-31 | Added / first present |
| BRBR | BellRing Brands Inc | 2026-03-31 | Added / first present |
| BUSE | First Busey Corp | 2026-03-31 | Added / first present |
| BXP | BXP Inc | 2026-03-31 | Added / first present |
| BYD | Boyd Gaming Corp | 2026-03-31 | Added / first present |
| CPRI | Capri Holdings Ltd | 2026-03-31 | Added / first present |
| CRC | California Resources Corp | 2026-03-31 | Added / first present |
| CROX | Crocs Inc | 2026-03-31 | Added / first present |
| CTSH | Cognizant Technology Solutions | 2026-03-31 | Added / first present |
| CVBF | CVB Financial Corp | 2026-03-31 | Added / first present |
| EQH | Equitable Holdings Inc | 2026-03-31 | Added / first present |
| FCNCA | First Citizens BancShares Inc/ | 2026-03-31 | Added / first present |
| FIS | Fidelity National Information | 2026-03-31 | Added / first present |
| FISV | Fiserv Inc | 2026-03-31 | Added / first present |
| FTV | Fortive Corp | 2026-03-31 | Added / first present |
| FUL | HB Fuller Co | 2026-03-31 | Added / first present |
| G | Genpact Ltd | 2026-03-31 | Added / first present |
| HUN | Huntsman Corp | 2026-03-31 | Added / first present |
| ICLR | ICON PLC | 2026-03-31 | Added / first present |
| LSTR | Landstar System Inc | 2026-03-31 | Added / first present |
| MAT | Mattel Inc | 2026-03-31 | Added / first present |
| MGRC | McGrath RentCorp | 2026-03-31 | Added / first present |
| MOH | Molina Healthcare Inc | 2026-03-31 | Added / first present |
| MTN | Vail Resorts Inc | 2026-03-31 | Added / first present |
| OGS | ONE Gas Inc | 2026-03-31 | Added / first present |
| PLUS | ePlus Inc | 2026-03-31 | Added / first present |
| PPG | PPG Industries Inc | 2026-03-31 | Added / first present |
| SHOO | Steven Madden Ltd | 2026-03-31 | Added / first present |
| SJM | J M Smucker Co/The | 2026-03-31 | Added / first present |
| SLM | SLM Corp | 2026-03-31 | Added / first present |
| STZ | Constellation Brands Inc | 2026-03-31 | Added / first present |
| TAP | Molson Coors Beverage Co | 2026-03-31 | Added / first present |
| VIRT | Virtu Financial Inc | 2026-03-31 | Added / first present |
| WFRD | Weatherford International PLC | 2026-03-31 | Added / first present |
| WK | Workiva Inc | 2026-03-31 | Added / first present |
| ZBH | Zimmer Biomet Holdings Inc | 2026-03-31 | Added / first present |
Removals
| Ticker | Issuer | Observed date | Change |
|---|---|---|---|
| JHG | Janus Henderson Group PLC | 2026-03-31 | Removed / first absent |
| TPH | Tri Pointe Homes Inc | 2026-03-31 | Removed / first absent |
| ACHC | Acadia Healthcare Co Inc | 2026-03-31 | Removed / first absent |
| AIN | Albany International Corp | 2026-03-31 | Removed / first absent |
| ATMU | Atmus Filtration Technologies | 2026-03-31 | Removed / first absent |
| CENT | Central Garden & Pet Co | 2026-03-31 | Removed / first absent |
| CFG | Citizens Financial Group Inc | 2026-03-31 | Removed / first absent |
| CWK | Cushman & Wakefield Ltd | 2026-03-31 | Removed / first absent |
| DEI | Douglas Emmett Inc | 2026-03-31 | Removed / first absent |
| DIOD | Diodes Inc | 2026-03-31 | Removed / first absent |
| EE | Excelerate Energy Inc | 2026-03-31 | Removed / first absent |
| FDX | FedEx Corp | 2026-03-31 | Removed / first absent |
| FG | F&G Annuities & Life Inc | 2026-03-31 | Removed / first absent |
| FIBK | First Interstate BancSystem In | 2026-03-31 | Removed / first absent |
| INGM | Ingram Micro Holding Corp | 2026-03-31 | Removed / first absent |
| IVZ | Invesco Ltd | 2026-03-31 | Removed / first absent |
| KEY | KeyCorp | 2026-03-31 | Removed / first absent |
| KMPR | Kemper Corp | 2026-03-31 | Removed / first absent |
| L | Loews Corp | 2026-03-31 | Removed / first absent |
| MATX | Matson Inc | 2026-03-31 | Removed / first absent |
| NEXT | NextDecade Corp | 2026-03-31 | Removed / first absent |
| NSP | Insperity Inc | 2026-03-31 | Removed / first absent |
| NVST | Envista Holdings Corp | 2026-03-31 | Removed / first absent |
| NWE | Northwestern Energy Group Inc | 2026-03-31 | Removed / first absent |
| OTTR | Otter Tail Corp | 2026-03-31 | Removed / first absent |
| PII | Polaris Inc | 2026-03-31 | Removed / first absent |
| PLXS | Plexus Corp | 2026-03-31 | Removed / first absent |
| PRKS | United Parks & Resorts Inc | 2026-03-31 | Removed / first absent |
| PSKY | Paramount Skydance Corp | 2026-03-31 | Removed / first absent |
| REZI | Resideo Technologies Inc | 2026-03-31 | Removed / first absent |
| SM | SM Energy Co | 2026-03-31 | Removed / first absent |
| SNDR | Schneider National Inc | 2026-03-31 | Removed / first absent |
| SR | Spire Inc | 2026-03-31 | Removed / first absent |
| SYF | Synchrony Financial | 2026-03-31 | Removed / first absent |
| TROW | T Rowe Price Group Inc | 2026-03-31 | Removed / first absent |
| UNF | UniFirst Corp/MA | 2026-03-31 | Removed / first absent |
| VAC | Marriott Vacations Worldwide C | 2026-03-31 | Removed / first absent |
| VLY | Valley National Bancorp | 2026-03-31 | Removed / first absent |
| VSH | Vishay Intertechnology Inc | 2026-03-31 | Removed / first absent |
| WBD | Warner Bros Discovery Inc | 2026-03-31 | Removed / first absent |