Rehmann-Capital-Advisory-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  "VCEB",
  null,
  "ESGR",
  "FLEX",
  "MTCH",
  "IBCP",
  null,
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  null,
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  null,
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  null,
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  "FWONK",
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  null,
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  "BABA",
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
  null,
  null,
  null,
  null,
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  null,
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  null,
  null,
  null,
  null,
  null,
  null,
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  "D",
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  null,
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  null,
  null,
  null,
  null,
  null,
  null,
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  null,
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  null,
  null,
  null,
  null,
  "MCD",
  null,
  null,
  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
  null,
  null,
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  null,
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  null,
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  null,
  null,
  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
  null,
  null,
  null,
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  null,
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  null,
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  null,
  null,
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  null,
  null,
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  "VZ",
  null,
  null,
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  null,
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  "REGN",
  null,
  null,
  "ROK",
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  null,
  null,
  "SCHX",
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "RS",
  "SPG",
  "ROP",
  "ROST",
  "SNA",
  "SHEL",
  "RTX",
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  "GLD",
  "SAP",
  null,
  null,
  null,
  "SPYG",
  null,
  "BP",
  "AMT",
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  "SPLG",
  null,
  "IBM",
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  "SMFG",
  "SNPS",
  "CI",
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  "TGT",
  "TM",
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  "TRV",
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  "UL",
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  "VO",
  "MET",
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  "ATEC",
  "VOE",
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  "MNST",
  null,
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  null,
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  null,
  null,
  null,
  "VCIT",
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  null,
  null,
  null,
  "ARDX",
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  "LYG",
  "TTE",
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  null,
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  null,
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  "IT",
  "GSK",
  null,
  null,
  "ETR",
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  "FSK",
  "VYM",
  "DD",
  "VRTX",
  "MGC",
  null,
  null,
  "EW",
  "TT",
  "VRSK",
  null,
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  "GM",
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  null,
  null,
  "ALB",
  "AFL",
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  "FI",
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  "WAB",
  "IP",
  "F",
  "WEC",
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  "WM",
  "FTNT",
  "IWP",
  "IWR",
  "CAH",
  "AEP",
  "ENIC",
  "ESCA",
  "SGOL",
  null,
  null,
  "IDXX",
  null,
  "RACE",
  "NVO",
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  "AMZN",
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  "SCHB",
  null,
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  null,
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  null,
  null,
  "OVV",
  null,
  "AL",
  null,
  null,
  "DOX",
  null,
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  null,
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  null,
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  null,
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  null,
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  "VTWO",
  null,
  "BNDX",
  "MGV",
  "BND",
  "VBR",
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  "VT",
  "VB",
  "VOO",
  "VTV",
  "VEEV",
  "V",
  "WMT",
  "WCC",
  "WFC",
  "WELL",
  "WMB",
  null,
  null,
  null,
  null,
  null,
  "YUMC",
  "YUM",
  "IUSG",
  null,
  "LNT",
  null,
  "DTE",
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  "FINV",
  "SCHD",
  "ET",
  "DVY",
  "SCHF",
  "IHG",
  "JD",
  "LADR",
  "NSC",
  "CACC",
  "NDSN",
  "INFY",
  null,
  "JCI",
  "LH",
  "MFC",
  "SO",
  null,
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  "CRM",
  "RNR",
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  null,
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  null,
  null,
  null,
  null,
  "IXUS",
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  null,
  null,
  null,
  "GEV",
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  "MCK",
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  null,
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  null,
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  null,
  "NUE",
  null,
  null,
  "FDX",
  null,
  null,
  "LULU",
  "ADP",
  "BAC",
  "BBD",
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  "BCRX",
  "BBY",
  "BA",
  null,
  "BMY",
  "BTI",
  "BIP",
  "BLDR",
  "BR",
  "CDNS",
  "CARR",
  "CSL",
  "CBOE",
  "CBRE",
  "CDW",
  "CVX",
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  "CIG",
  "CB",
  "CMG",
  "CTAS",
  "CSCO",
  "C",
  null,
  "KO",
  "CMA",
  "CMCSA",
  "CL",
  "COP",
  "CODI",
  "STZ",
  "CEG",
  "CPRT",
  "ED",
  "COST",
  "CTVA",
  "CRH",
  "CR",
  "CRWD",
  "CVS",
  "CSX",
  "DHR",
  "DE",
  "DVN",
  "DAL",
  null,
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "DFS",
  "DOCU",
  "RSP",
  "EWJ",
  "IJT",
  "IJJ",
  "EFA",
  "ADI",
  "MCO",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  "AWK",
  "APO",
  "MO",
  "XLK",
  "ITOT",
  "URI",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-30
Total Holdings: 602
Total Value: 1588481387
Accession Number: 0001633037-25-000003
Form Type: 13F-HR
CIK: rehmann-capital-advisory-group
Manager Name: Rehmann-Capital-Advisory-Group

Data Enrichment

73% identified

439 identified163 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

602 positions • $1.6B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 25 of 31

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CDW Corp

CDW|12514G108

Shares:1.8K

Value:$295.4K

% of Portfolio:0.0% ($295.4K/$1.6B)

Snowflake Inc.

SNOW|833445109

Shares:2.0K

Value:$295.2K

% of Portfolio:0.0% ($295.2K/$1.6B)

TOYOTA MOTOR CORP/

TM|892331307

Shares:1.7K

Value:$294.2K

% of Portfolio:0.0% ($294.2K/$1.6B)

MICRON TECHNOLOGY INC

MU|595112103

Shares:3.4K

Value:$292.0K

% of Portfolio:0.0% ($292.0K/$1.6B)

TRAVELERS COMPANIES, INC.

TRV|89417E109

Shares:1.1K

Value:$291.8K

% of Portfolio:0.0% ($291.8K/$1.6B)

ANSYS INC

ANSS|03662Q105

Shares:921

Value:$291.6K

% of Portfolio:0.0% ($291.6K/$1.6B)

78463X772

Shares:7.6K

Value:$290.0K

% of Portfolio:0.0% ($290.0K/$1.6B)

BP PLC

BP|055622104

Shares:8.5K

Value:$287.7K

% of Portfolio:0.0% ($287.7K/$1.6B)

46435U432

Shares:10.7K

Value:$286.2K

% of Portfolio:0.0% ($286.2K/$1.6B)

Prologis, Inc.

PLD|74340W103

Shares:2.6K

Value:$285.2K

% of Portfolio:0.0% ($285.2K/$1.6B)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:1.3K

Value:$284.2K

% of Portfolio:0.0% ($284.2K/$1.6B)

33740U695

Shares:8.2K

Value:$282.3K

% of Portfolio:0.0% ($282.3K/$1.6B)

316092840

Shares:5.7K

Value:$282.3K

% of Portfolio:0.0% ($282.3K/$1.6B)

FIRSTENERGY CORP

FE|337932107

Shares:7.0K

Value:$281.0K

% of Portfolio:0.0% ($281.0K/$1.6B)

GoDaddy Inc.

GDDY|380237107

Shares:1.6K

Value:$280.8K

% of Portfolio:0.0% ($280.8K/$1.6B)

46435U325

Shares:11.1K

Value:$279.8K

% of Portfolio:0.0% ($279.8K/$1.6B)

Atlassian Corp

TEAM|049468101

Shares:1.3K

Value:$279.3K

% of Portfolio:0.0% ($279.3K/$1.6B)

33740F730

Shares:7.0K

Value:$278.9K

% of Portfolio:0.0% ($278.9K/$1.6B)

ALLIANT ENERGY CORP

LNT|018802108

Shares:4.3K

Value:$278.5K

% of Portfolio:0.0% ($278.5K/$1.6B)

25434V658

Shares:10.6K

Value:$277.9K

% of Portfolio:0.0% ($277.9K/$1.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
CDW Corp(CDWcusip12514G108)	1.8K	QoQ +5.79% (-101) YoY +5.43% (-95)	All Managers (Combined)	$295.4K	0.0% ($295.4K/$1.6B)	QoQ -2.58% (-$7.8K) YoY -33.96% (-$151.9K)
Snowflake Inc.(SNOWcusip833445109)	2.0K	QoQ +4.66% (-90) YoY +22.05% (+365)	All Managers (Combined)	$295.2K	0.0% ($295.2K/$1.6B)	QoQ -0.92% (-$2.8K) YoY +10.39% (+$27.8K)
TOYOTA MOTOR CORP/(TMcusip892331307)	1.7K	QoQ -7.08% (-127) YoY -1.65% (-28)	All Managers (Combined)	$294.2K	0.0% ($294.2K/$1.6B)	QoQ -15.71% (-$54.8K) YoY -31.00% (-$132.2K)
MICRON TECHNOLOGY INC(MUcusip595112103)	3.4K	QoQ +7.48% (+234) YoY +13.24% (-393)	All Managers (Combined)	$292.0K	0.0% ($292.0K/$1.6B)	QoQ +10.93% (+$28.8K) YoY -16.55% (-$57.9K)
TRAVELERS COMPANIES, INC.(TRVcusip89417E109)	1.1K	QoQ +7.08% (+73) YoY -21.60% (-304)	All Managers (Combined)	$291.8K	0.0% ($291.8K/$1.6B)	QoQ +17.57% (+$43.6K) YoY -9.94% (-$32.2K)
ANSYS INC(ANSScusip03662Q105)	921	QoQ -17.02% (-189) YoY -15.27% (-166)	All Managers (Combined)	$291.6K	0.0% ($291.6K/$1.6B)	QoQ -22.13% (-$82.9K) YoY -22.73% (-$85.8K)
(cusip78463X772)✕	7.6K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$290.0K	0.0% ($290.0K/$1.6B)	QoQ +9.72% (+$25.7K) YoY +9.13% (+$24.3K)
BP PLC(BPcusip055622104)	8.5K	QoQ -3.11% (-274) YoY +3.55% (-292)	All Managers (Combined)	$287.7K	0.0% ($287.7K/$1.6B)	QoQ +10.73% (-$27.9K) YoY -7.13% (-$22.1K)
(cusip46435U432)✕	10.7K	QoQ +0.02% (+3) YoY +2.71% (+283)	All Managers (Combined)	$286.2K	0.0% ($286.2K/$1.6B)	QoQ +0.53% (+$1.5K) YoY +3.84% (+$10.6K)
Prologis, Inc.(PLDcusip74340W103)	2.6K	QoQ +23.17% (+480) YoY -7.93% (-220)	All Managers (Combined)	$285.2K	0.0% ($285.2K/$1.6B)	QoQ +30.29% (+$66.3K) YoY -20.96% (-$75.7K)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	1.3K	QoQ -0.68% (-9) YoY -4.53% (-62)	All Managers (Combined)	$284.2K	0.0% ($284.2K/$1.6B)	QoQ +17.89% (-$43.1K) YoY +5.12% (-$13.9K)
(cusip33740U695)✕	8.2K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$282.3K	0.0% ($282.3K/$1.6B)	QoQ -1.88% (-$5.4K) YoY +2.69% (+$7.4K)
(cusip316092840)✕	5.7K	QoQ 0.00% (-0) YoY NEW(+5.7K)	All Managers (Combined)	$282.3K	0.0% ($282.3K/$1.6B)	QoQ -0.68% (-$1.9K) YoY NEW(+$282.3K)
FIRSTENERGY CORP(FEcusip337932107)	7.0K	QoQ +2.93% (+198) YoY +29.77% (+1.6K)	All Managers (Combined)	$281.0K	0.0% ($281.0K/$1.6B)	QoQ +4.58% (+$12.3K) YoY +35.81% (+$74.1K)
GoDaddy Inc.(GDDYcusip380237107)	1.6K	QoQ -13.05% (-234) YoY NEW(+1.6K)	All Managers (Combined)	$280.8K	0.0% ($280.8K/$1.6B)	QoQ -18.31% (-$63.0K) YoY NEW(+$280.8K)
(cusip46435U325)✕	11.1K	QoQ NEW(+11.1K) YoY NEW(+11.1K)	All Managers (Combined)	$279.8K	0.0% ($279.8K/$1.6B)	QoQ NEW(+$279.8K) YoY NEW(+$279.8K)
Atlassian Corp(TEAMcusip049468101)	1.3K	QoQ -43.56% (-1.0K) YoY NEW(+1.3K)	All Managers (Combined)	$279.3K	0.0% ($279.3K/$1.6B)	QoQ -50.79% (-$288.3K) YoY NEW(+$279.3K)
(cusip33740F730)✕	7.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$278.9K	0.0% ($278.9K/$1.6B)	QoQ -2.79% (-$8.0K) YoY +6.23% (+$16.4K)
ALLIANT ENERGY CORP(LNTcusip018802108)	4.3K	QoQ +2.31% (+98) YoY NEW(+4.3K)	All Managers (Combined)	$278.5K	0.0% ($278.5K/$1.6B)	QoQ +11.35% (+$28.4K) YoY NEW(+$278.5K)
(cusip25434V658)✕	10.6K	QoQ +3.99% (+407) YoY +13.61% (+1.3K)	All Managers (Combined)	$277.9K	0.0% ($277.9K/$1.6B)	QoQ +6.93% (+$18.0K) YoY +16.86% (+$40.1K)