MondegarAI
Avalon Trust Co

Q4 2024 · 13F-HR

Avalon Trust Coholdings as filed

Filed 2025-02-10 · accession 0000842775-25-000003

$1.41B
Reported value
425
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$115.1M8.19%459,823CommonNONE
594918104MSFTMICROSOFT CORP$101.8M7.24%241,415CommonNONE
67066G104NVDANVIDIA CORPORATION$97.1M6.90%722,736CommonNONE
02079K107GOOGALPHABET INC$83.4M5.93%438,067CommonNONE
023135106AMZNAMAZON COM INC$82.1M5.84%374,154CommonNONE
11135F101AVGOBROADCOM INC$80.3M5.71%346,406CommonNONE
92826C839VVISA INC$55.4M3.94%175,325CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$45.0M3.20%99,332CommonNONE
548661107LOWLOWES COS INC$32.4M2.30%131,282CommonNONE
74762E102QUREQUANTA SVCS INC$28.4M2.02%89,938CommonNONE
743315103PGRPROGRESSIVE CORP$27.8M1.97%115,890CommonNONE
62944T105NVRNVR INC$26.5M1.88%3,238CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$25.9M1.84%38CommonNONE
872540109TJXTJX COS INC NEW$25.3M1.80%209,467CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$25.3M1.80%131,172CommonNONE
336433107FSLRFIRST SOLAR INC$24.7M1.75%140,035CommonNONE
92189F692PPHVANECK ETF TRUST$24.4M1.74%282,790CommonNONE
761152107RMDRESMED INC$21.5M1.53%94,100CommonNONE
00724F101ADBEADOBE INC$21.4M1.52%48,208CommonNONE
609207105MDLZMONDELEZ INTL INC$21.2M1.50%354,126CommonNONE
125896100CMSCMS ENERGY CORP$19.3M1.37%289,540CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$19.1M1.36%36,784CommonNONE
58933Y105MRKMERCK & CO INC$19.0M1.35%191,088CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$18.7M1.33%149,925CommonNONE
09581B103OWLBLUE OWL CAPITAL INC$18.1M1.29%779,350CommonNONE
G54950103LINLINDE PLC$18.0M1.28%43,093CommonNONE
464287556IBBISHARES TR$16.9M1.20%127,893CommonNONE
G0403H108AONAON PLC$16.5M1.18%46,073CommonNONE
093712107BEBLOOM ENERGY CORP$16.1M1.14%724,320CommonNONE
16115Q308GTLSCHART INDS INC$15.5M1.10%81,345CommonNONE
235851102DHRDANAHER CORPORATION$15.5M1.10%67,626CommonNONE
053484101AVBAVALONBAY CMNTYS INC$15.5M1.10%70,330CommonNONE
02079K305GOOGLALPHABET INC$14.1M1.00%74,262CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$14.0M0.99%76,261CommonNONE
92338C103VLTOVERALTO CORP$13.4M0.95%131,332CommonNONE
697435105PANWPALO ALTO NETWORKS INC$12.7M0.90%69,755CommonNONE
920253101VMIVALMONT INDS INC$12.5M0.89%40,755CommonNONE
902252105TYLTYLER TECHNOLOGIES INC$12.1M0.86%21,045CommonNONE
040413205ANETARISTA NETWORKS INC$11.3M0.80%102,280CommonNONE
N07059210ASMLASML HOLDING N V$9.9M0.71%14,324CommonNONE
G6700G107NVTNVENT ELECTRIC PLC$9.1M0.65%133,865CommonNONE
11276H106BIPCBROOKFIELD INFRASTRUCTURE CO$7.7M0.55%192,372CommonNONE
478160104JNJJOHNSON & JOHNSON$7.3M0.52%50,647CommonNONE
G16252101BIPBROOKFIELD INFRAST PARTNERS$6.7M0.48%211,127CommonNONE
032654105ADIANALOG DEVICES INC$5.5M0.39%25,848CommonNONE
41068X100HASIHA SUSTAINABLE INFRA CAP INC$4.9M0.35%181,825CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$4.4M0.31%7,550CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$4.1M0.29%8,806CommonNONE
615111101ONTMONTROSE ENVIRONMENTAL GROUP$3.9M0.28%209,865CommonNONE
90384S303ULTAULTA BEAUTY INC$3.5M0.25%8,120CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$3.3M0.23%8,820CommonNONE
57636Q104MAMASTERCARD INCORPORATED$2.9M0.20%5,459CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$2.3M0.16%16,661CommonNONE
78463V107GLDSPDR GOLD TR$2.2M0.16%9,282CommonNONE
48251W104KKRKKR & CO INC$2.1M0.15%14,310CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$2.0M0.14%2,166CommonNONE
922908769VTIVANGUARD INDEX FDS$1.9M0.14%6,700CommonNONE
65339F101NEENEXTERA ENERGY INC$1.9M0.14%26,554CommonNONE
921909768VXUSVANGUARD STAR FDS$1.8M0.13%30,000CommonNONE
022671101AMALAMALGAMATED FINANCIAL CORP$1.7M0.12%50,760CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$1.6M0.11%6,487CommonNONE
23331A109DHID R HORTON INC$1.5M0.11%11,000CommonNONE
922908652VXFVANGUARD INDEX FDS$1.5M0.11%8,000CommonNONE
11271J107BNBROOKFIELD CORP$1.5M0.10%25,249CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$1.4M0.10%2,755CommonNONE
617446448MSMORGAN STANLEY$1.4M0.10%11,000CommonNONE
526057104LENLENNAR CORP$1.3M0.09%9,315CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.2M0.08%7,005CommonNONE
68389X105ORCLORACLE CORP$1.1M0.08%6,732CommonNONE
501889208LKQLKQ CORP$1.1M0.08%30,500CommonNONE
136375102CNICANADIAN NATL RY CO$1.1M0.08%11,029CommonNONE
M6372Q113KRNTKORNIT DIGITAL LTD$1.1M0.08%36,085CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.1M0.08%4,486CommonNONE
464287200IVVISHARES TR$1.0M0.07%1,738CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$973,4540.07%1,700CommonNONE
690742101OCOWENS CORNING NEW$936,7600.07%5,500CommonNONE
570535104MKLMARKEL GROUP INC$863,1150.06%500CommonNONE
921910816MGKVANGUARD WORLD FD$841,3550.06%2,450CommonNONE
125269100CFCF INDS HLDGS INC$767,8800.05%9,000CommonNONE
808513105SCHWSCHWAB CHARLES CORP$748,9820.05%10,120CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$714,2540.05%1,254CommonNONE
532457108LLYELI LILLY & CO$680,1320.05%881CommonNONE
922908751VBVANGUARD INDEX FDS$633,6190.05%2,637CommonNONE
002824100ABTABBOTT LABS$630,3630.04%5,573CommonNONE
79466L302CRMSALESFORCE INC$629,8780.04%1,884CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$576,4810.04%2,714CommonNONE
437076102HDHOME DEPOT INC$569,4820.04%1,464CommonNONE
89832Q109TFCTRUIST FINL CORP$563,9400.04%13,000CommonNONE
92345Y106VRSKVERISK ANALYTICS INC$548,3820.04%1,991CommonNONE
922908637VVVANGUARD INDEX FDS$539,4000.04%2,000CommonNONE
370334104GISGENERAL MLS INC$535,5410.04%8,398CommonNONE
464287523SOXXISHARES TR$506,4020.04%2,350CommonNONE
941848103WATWATERS CORP$495,2590.04%1,335CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$492,6650.04%1,683CommonNONE
00287Y109ABBVABBVIE INC$492,5850.04%2,772CommonNONE
922908553VNQVANGUARD INDEX FDS$470,8110.03%5,285CommonNONE
713448108PEPPEPSICO INC$467,8890.03%3,077CommonNONE
98978V103ZTSZOETIS INC$428,0180.03%2,627CommonNONE
88579Y101MMM3M CO$413,0880.03%3,200CommonNONE
921910840MGVVANGUARD WORLD FD$403,9590.03%3,234CommonNONE
464288307IMCGISHARES TR$377,6500.03%5,000CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$376,3340.03%721CommonNONE
464287655IWMISHARES TR$375,6320.03%1,700CommonNONE
46429B697USMVISHARES TR$359,6000.03%4,050CommonNONE
832696405SJMSMUCKER J M CO$330,3600.02%3,000CommonNONE
88160R101TSLATESLA INC$323,8800.02%802CommonNONE
464287150ITOTISHARES TR$319,3640.02%2,483CommonNONE
92204A207VDCVANGUARD WORLD FD$311,7860.02%1,475CommonNONE
580135101MCDMCDONALDS CORP$271,6270.02%937CommonNONE
87612E106TGTTARGET CORP$266,7110.02%1,973CommonNONE
670100205NVONOVO-NORDISK A S$263,3080.02%3,061CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$250,0230.02%1,266CommonNONE
911363109URIUNITED RENTALS INC$245,8500.02%349CommonNONE
11373M107BB3BROOKLINE BANCORP INC DEL$236,0000.02%20,000CommonNONE
03073E105CORCENCORA INC$233,6680.02%1,040CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$231,7010.02%1,054CommonNONE
125523100CITHE CIGNA GROUP$229,4730.02%831CommonNONE
31428X106FDXFEDEX CORP$225,0640.02%800CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$219,1000.02%2,121CommonNONE
907818108UNPUNION PAC CORP$217,7790.02%955CommonNONE
278865100ECLECOLAB INC$212,0600.02%905CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$209,5010.01%901CommonNONE
446413106HIIHUNTINGTON INGALLS INDS INC$207,1120.01%1,096CommonNONE
855244109SBUXSTARBUCKS CORP$206,2250.01%2,260CommonNONE
17275R102CSCOCISCO SYS INC$192,7560.01%3,256CommonNONE
922908363VOOVANGUARD INDEX FDS$188,5840.01%350CommonNONE
025816109AXPAMERICAN EXPRESS CO$188,1650.01%634CommonNONE
009158106APDAIR PRODS & CHEMS INC$185,6260.01%640CommonNONE
191216100KOCOCA COLA CO$182,1420.01%2,926CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$181,8760.01%517CommonNONE
896239100TRMBTRIMBLE INC$179,4770.01%2,540CommonNONE
464287499IWRISHARES TR$176,8000.01%2,000CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$176,4190.01%2,067CommonNONE
931142103WMTWALMART INC$176,1830.01%1,950CommonNONE
149123101CATCATERPILLAR INC$169,4090.01%467CommonNONE
78409V104SPGIS&P GLOBAL INC$168,8330.01%339CommonNONE
94106L109WMWASTE MGMT INC DEL$168,4950.01%835CommonNONE
538034109LYVLIVE NATION ENTERTAINMENT IN$168,3500.01%1,300CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$167,1980.01%141CommonNONE
882508104TXNTEXAS INSTRS INC$163,8840.01%874CommonNONE
291011104EMREMERSON ELEC CO$161,1090.01%1,300CommonNONE
655844108NSCNORFOLK SOUTHN CORP$154,0260.01%656CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$151,3750.01%4,827CommonNONE
66987V109NVSNOVARTIS AG$149,6630.01%1,538CommonNONE
65473P105NINISOURCE INC$147,0400.01%4,000CommonNONE
81762P102NOWSERVICENOW INC$140,9960.01%133CommonNONE
231021106CMICUMMINS INC$139,4400.01%400CommonNONE
30231G102XOMEXXON MOBIL CORP$134,1400.01%1,247CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$133,7150.01%1,107CommonNONE
92204A702VGTVANGUARD WORLD FD$132,4440.01%213CommonNONE
036752103ELVELEVANCE HEALTH INC$129,1150.01%350CommonNONE
00130H105AESAES CORP$128,7000.01%10,000CommonNONE
72407810062CPIPER SANDLER COMPANIES$118,4810.01%395CommonNONE
H1467J104CBCHUBB LIMITED$117,7040.01%426CommonNONE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$112,4410.01%700CommonNONE
461202103INTUINTUIT$111,2450.01%177CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$111,0450.01%1,500CommonNONE
464287465EFAISHARES TR$110,1970.01%1,457CommonNONE
09260D107BXBLACKSTONE INC$109,1420.01%633CommonNONE
166764100CVXCHEVRON CORP NEW$108,3840.01%748CommonNONE
74624M102PPURE STORAGE INC$105,9670.01%1,725CommonNONE
922908629VOVANGUARD INDEX FDS$105,5550.01%400CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$105,0000.01%1,500CommonNONE
464287598IWDISHARES TR$103,3520.01%558CommonNONE
464287507IJHISHARES TR$103,1240.01%1,655CommonNONE
29362U104ENTGENTEGRIS INC$102,7260.01%1,037CommonNONE
946760105CLMBCLIMB GLOBAL SOLUTIONS INC$101,4000.01%800CommonNONE
674599105OXYOCCIDENTAL PETE CORP$98,8200.01%2,000CommonNONE
759351604RGAREINSURANCE GRP OF AMERICA I$98,6980.01%462CommonNONE
64110L106NFLXNETFLIX INC$93,5890.01%105CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$93,4350.01%3,420CommonNONE
30303M102METAMETA PLATFORMS INC$93,0970.01%159CommonNONE
34959E109FTNTFORTINET INC$93,0630.01%985CommonNONE
959802109WUWESTERN UN CO$91,1600.01%8,600CommonNONE
693718108PCARPACCAR INC$91,0180.01%875CommonNONE
904767704UNILEVER PLC$90,7200.01%1,600CommonNONE
302130109EXPDEXPEDITORS INTL WASH INC$88,6160.01%800CommonNONE
46090E103QQQINVESCO QQQ TR$88,4430.01%173CommonNONE
922908736VUGVANGUARD INDEX FDS$88,3650.01%215CommonNONE
040712101ARKRARK RESTAURANTS CORP$88,0000.01%8,000CommonNONE
466313103JBLJABIL INC$84,3260.01%586CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$83,7680.01%800CommonNONE
G29183103ETNEATON CORP PLC$81,6410.01%246CommonNONE
66538H211FMCXNORTHERN LTS FD TR IV$80,7300.01%2,600CommonNONE
760759100RSGREPUBLIC SVCS INC$80,4720.01%400CommonNONE
46435U549EAGGISHARES TR$80,0630.01%1,724CommonNONE
817565104SCISERVICE CORP INTL$79,8200.01%1,000CommonNONE
74340W103PLDPROLOGIS INC.$76,7390.01%726CommonNONE
369604301GEGE AEROSPACE$76,3900.01%458CommonNONE
060505104BACBANK AMERICA CORP$75,5510.01%1,719CommonNONE
67086U406OLBOLB GROUP INC$74,6240.01%36,050CommonNONE
253868103DLRDIGITAL RLTY TR INC$73,9470.01%417CommonNONE
67092P201NULGNUSHARES ETF TR$73,6510.01%858CommonNONE
172908105CTASCINTAS CORP$73,0800.01%400CommonNONE
92939U106WECWEC ENERGY GROUP INC$72,0350.01%766CommonNONE
126408103CSXCSX CORP$69,7040.00%2,160CommonNONE
695156109PKGPACKAGING CORP AMER$67,5390.00%300CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$66,5910.00%722CommonNONE
55336V100MPLXMPLX LP$66,3820.00%1,387CommonNONE
776696106ROPROPER TECHNOLOGIES INC$65,5020.00%126CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$64,6980.00%1,699CommonNONE
194162103CLCOLGATE PALMOLIVE CO$63,6370.00%700CommonNONE
42809H107HESHESS CORP$63,1800.00%475CommonNONE
687793109OSCROSCAR HEALTH INC$62,2680.00%4,633CommonNONE
09290D101BLKBLACKROCK INC$61,5070.00%60CommonNONE
595112103MUMICRON TECHNOLOGY INC$61,0160.00%725CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$59,9850.00%1,500CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$58,7490.00%300CommonNONE
464288810IHIISHARES TR$58,3500.00%1,000CommonNONE
889478103TOLTOLL BROTHERS INC$57,9370.00%460CommonNONE
451107106IDAIDACORP INC$57,9190.00%530CommonNONE
55277P104MGEEMGE ENERGY INC$56,3760.00%600CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$56,3300.00%510CommonNONE
962166104WYWEYERHAEUSER CO MTN BE$56,1600.00%1,995CommonNONE
313745101FRTFEDERAL RLTY INVT TR NEW$55,9750.00%500CommonNONE
26856L103ELFE L F BEAUTY INC$54,8660.00%437CommonNONE
49456B101KMIKINDER MORGAN INC DEL$54,8000.00%2,000CommonNONE
023608102AEEAMEREN CORP$54,7320.00%614CommonNONE
902973304USBUS BANCORP DEL$54,4310.00%1,138CommonNONE
98389B100XELXCEL ENERGY INC$54,0160.00%800CommonNONE
03990B101ARESARES MANAGEMENT CORPORATION$52,9320.00%299CommonNONE
031162100AMGNAMGEN INC$52,1280.00%200CommonNONE
929160109VMCVULCAN MATLS CO$51,4460.00%200CommonNONE
740444104PLPCPREFORMED LINE PRODS CO$51,1160.00%400CommonNONE
92189H201ITMVANECK ETF TRUST$50,7100.00%1,100CommonNONE
09352U108BLNDBLEND LABS INC$50,2640.00%11,939CommonNONE
747525103QCOMQUALCOMM INC$50,2340.00%327CommonNONE
67080M103NRIXNURIX THERAPEUTICS INC$49,9260.00%2,650CommonNONE
83444M101SOLVSOLVENTUM CORP$49,5450.00%750CommonNONE
46434V878ICSHISHARES TR$46,7490.00%927CommonNONE
12503M108CBOECBOE GLOBAL MKTS INC$45,9190.00%235CommonNONE
052769106ADSKAUTODESK INC$45,8140.00%155CommonNONE
G3265R107APTVAPTIV PLC$45,3600.00%750CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$44,5920.00%1,600CommonNONE
26614N102DDDUPONT DE NEMOURS INC$43,4630.00%570CommonNONE
09073M104TECHBIO-TECHNE CORP$42,9300.00%596CommonNONE
36828A101GEVGE VERNOVA INC$42,1040.00%128CommonNONE
858119100STLDSTEEL DYNAMICS INC$41,6360.00%365CommonNONE
37959E102GLGLOBE LIFE INC$40,7050.00%365CommonNONE
303250104FICOFAIR ISAAC CORP$39,8190.00%20CommonNONE
571903202MARMARRIOTT INTL INC NEW$39,6100.00%142CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$39,0600.00%130CommonNONE
18539C204CWENCLEARWAY ENERGY INC$39,0000.00%1,500CommonNONE
31488V107FERGFERGUSON ENTERPRISES INC$38,7070.00%223CommonNONE
654106103NKENIKE INC$38,5920.00%510CommonNONE
511795106LAKELAKELAND INDS INC$38,3250.00%1,500CommonNONE
05478C105AZEKAZEK CO INC$37,9760.00%800CommonNONE
67092P409NUMGNUSHARES ETF TR$37,9040.00%800CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$37,8450.00%500CommonNONE
888787108TOSTTOAST INC$36,4500.00%1,000CommonNONE
863667101SYKSTRYKER CORPORATION$36,0050.00%100CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$35,6170.00%50CommonNONE
00206R102TAT&T INC$35,6130.00%1,564CommonNONE
46434V282LRGFISHARES TR$35,0030.00%580CommonNONE
98419M100XYLXYLEM INC$34,8060.00%300CommonNONE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$34,7600.00%90CommonNONE
67092P607NUSCNUSHARES ETF TR$34,0920.00%814CommonNONE
22822V101CCICROWN CASTLE INC$34,0350.00%375CommonNONE
46429B663HDVISHARES TR$33,6780.00%300CommonNONE
67092P888NUEMNUSHARES ETF TR$33,5770.00%1,157CommonNONE
46982L108JJACOBS SOLUTIONS INC$33,4050.00%250CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$33,2560.00%160CommonNONE
67092P300NULVNUSHARES ETF TR$32,7960.00%833CommonNONE
464287127ILCBISHARES TR$32,4640.00%400CommonNONE
233051481DEUSDBX ETF TR$32,2140.00%600CommonNONE
921910725VSGXVANGUARD WORLD FD$31,8090.00%561CommonNONE
00790R104WMSADVANCED DRAIN SYS INC DEL$31,2120.00%270CommonNONE
717081103PFEPFIZER INC$31,1200.00%1,173CommonNONE
172062101CINFCINCINNATI FINL CORP$30,8960.00%215CommonNONE
512807306LRCXLAM RESEARCH CORP$29,6150.00%410CommonNONE
G8473T100STESTERIS PLC$29,6010.00%144CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$29,4680.00%521CommonNONE
88583P104374WATER INC$29,3520.00%43,000CommonNONE
172967424CCITIGROUP INC$28,1560.00%400CommonNONE
26154D100DFHDREAM FINDERS HOMES INC$27,9240.00%1,200CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$27,6430.00%482CommonNONE
05329W102ANAUTONATION INC$27,5150.00%162CommonNONE
438516106HONHONEYWELL INTL INC$27,1070.00%120CommonNONE
69374H105PTLCPACER FDS TR$26,7200.00%500CommonNONE
20030N101CMCSACOMCAST CORP NEW$26,6090.00%709CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$26,3500.00%295CommonNONE
86765K109SUNSUNOCO LP/SUNOCO FIN CORP$25,7200.00%500CommonNONE
H01301128ALCALCON AG$25,4670.00%300CommonNONE
778296103ROSTROSS STORES INC$25,2630.00%167CommonNONE
69047Q102OVVOVINTIV INC$23,2070.00%573CommonNONE
046353108AZNNASTRAZENECA PLC$22,9320.00%350CommonNONE
G3730V105FTAIFTAI AVIATION LTD$21,6060.00%150CommonNONE
45168D104IDXXIDEXX LABS INC$20,6720.00%50CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$19,8760.00%43CommonNONE
744320102PRUPRUDENTIAL FINL INC$19,4390.00%164CommonNONE
816851109SRESEMPRA$18,9480.00%216CommonNONE
25746U109DDOMINION ENERGY INC$18,2920.00%340CommonNONE
42328H109HLIOHELIOS TECHNOLOGIES INC$17,8560.00%400CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$17,5130.00%301CommonNONE
97717W851DXJWISDOMTREE TR$17,2060.00%156CommonNONE
252131107DXCMDEXCOM INC$17,1100.00%220CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$16,8350.00%134CommonNONE
91913Y100VLOVALERO ENERGY CORP$16,7950.00%137CommonNONE
67092P508NUMVNUSHARES ETF TR$16,4660.00%473CommonNONE
922908538VOTVANGUARD INDEX FDS$16,2400.00%64CommonNONE
G5960L103MDTMEDTRONIC PLC$15,9760.00%200CommonNONE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$15,6620.00%50CommonNONE
969457100WMBWILLIAMS COS INC$15,3160.00%283CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$15,1720.00%193CommonNONE
636274409NGGNATIONAL GRID PLC$15,1530.00%255CommonNONE
464287887IJTISHARES TR$14,6200.00%108CommonNONE
500754106KHCKRAFT HEINZ CO$13,8200.00%450CommonNONE
64110W102NTESNETEASE INC$13,7390.00%154CommonNONE
097023105BABOEING CO$12,9210.00%73CommonNONE
G87052109TELTE CONNECTIVITY PLC$12,8680.00%90CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$12,2190.00%82CommonNONE
032095101APHAMPHENOL CORP NEW$12,0850.00%174CommonNONE
615369105MCOMOODYS CORP$11,8350.00%25CommonNONE
58155Q103MCKMCKESSON CORP$10,8290.00%19CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$10,3760.00%172CommonNONE
912008109USFDUS FOODS HLDG CORP$10,1190.00%150CommonNONE
009066101ABNBAIRBNB INC$9,8560.00%75CommonNONE
369550108GDGENERAL DYNAMICS CORP$9,7500.00%37CommonNONE
68401U204OPRXOPTIMIZERX CORP$9,7200.00%2,000CommonNONE
281020107EIXEDISON INTL$9,5810.00%120CommonNONE
701094104PHPARKER-HANNIFIN CORP$9,5410.00%15CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$9,3950.00%21CommonNONE
216648501COOCOOPER COS INC$9,1930.00%100CommonNONE
012653101ALBALBEMARLE CORP$8,6080.00%100CommonNONE
535919401LGFEURLIONS GATE ENTMNT CORP$8,5400.00%1,000CommonNONE
983793100XPOXPO INC$8,5250.00%65CommonNONE
86333M108LRNSTRIDE INC$8,5230.00%82CommonNONE
58733R102MELIMERCADOLIBRE INC$8,5030.00%5CommonNONE
11285B108BEPCBROOKFIELD RENEWABLE CORP$8,2980.00%300CommonNONE
458140100INTCINTEL CORP$8,2210.00%410CommonNONE
254687106DISDISNEY WALT CO$8,1290.00%73CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$7,7480.00%15CommonNONE
14040H105COFCAPITAL ONE FINL CORP$7,6680.00%43CommonNONE
824348106SHWSHERWIN WILLIAMS CO$7,4790.00%22CommonNONE
405552100HLNHALEON PLC$7,3750.00%773CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$7,1310.00%77CommonNONE
075887109BDXBECTON DICKINSON & CO$7,0330.00%31CommonNONE
M2682V108CYBRCYBERARK SOFTWARE LTD$6,9970.00%21CommonNONE
452308109ITWILLINOIS TOOL WKS INC$6,8470.00%27CommonNONE
199908104FIXCOMFORT SYS USA INC$6,7850.00%16CommonNONE
05550J101BJBJS WHSL CLUB HLDGS INC$6,6120.00%74CommonNONE
494368103KMBKIMBERLY-CLARK CORP$6,5520.00%50CommonNONE
882681109TXRHTEXAS ROADHOUSE INC$6,4960.00%36CommonNONE
09062X103BIIBBIOGEN INC$6,4230.00%42CommonNONE
26875P101EOGEOG RES INC$6,1290.00%50CommonNONE
72346Q104PINNACLE FINL PARTNERS INC$6,0630.00%53CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$6,0410.00%15CommonNONE
020002101ALLALLSTATE CORP$5,7840.00%30CommonNONE
M8216R109RSKDRISKIFIED LTD$5,7380.00%1,213CommonNONE
91347P105OLEDUNIVERSAL DISPLAY CORP$5,7020.00%39CommonNONE
71377A103PFGCPERFORMANCE FOOD GROUP CO$5,4960.00%65CommonNONE
149568107CVCOCAVCO INDS INC DEL$5,3550.00%12CommonNONE
29355A107ENPHENPHASE ENERGY INC$5,1510.00%75CommonNONE
N3167Y103RACEFERRARI N V$5,0990.00%12CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$4,9690.00%1CommonNONE
379577208GMEDGLOBUS MED INC$4,9630.00%60CommonNONE
929089100VOYAVOYA FINANCIAL INC$4,8190.00%70CommonNONE
806857108SLBSCHLUMBERGER LTD$4,7550.00%124CommonNONE
12510Q100CCCCCC INTELLIGENT SOLUTIONS HL$4,7280.00%403CommonNONE
29444U700EQIXEQUINIX INC$4,7150.00%5CommonNONE
G39108108GTESGATES INDL CORP PLC$4,7110.00%229CommonNONE
26969P108EXPEAGLE MATLS INC$4,6890.00%19CommonNONE
92846Q107COCOVITA COCO CO INC$4,6510.00%126CommonNONE
00187Y100APGAPI GROUP CORP$4,5690.00%127CommonNONE
258278100DORMDORMAN PRODS INC$4,5350.00%35CommonNONE
28618M106ESIELEMENT SOLUTIONS INC$4,4000.00%173CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$4,3550.00%412CommonNONE
12514G108CDWCDW CORP$4,3510.00%25CommonNONE
50155Q100KDKYNDRYL HLDGS INC$4,3250.00%125CommonNONE
562750109MANHMANHATTAN ASSOCIATES INC$4,3240.00%16CommonNONE
45073V108ITTITT INC$4,2870.00%30CommonNONE
122017106BURLBURLINGTON STORES INC$4,2760.00%15CommonNONE
97650W108WTFCWINTRUST FINL CORP$4,2410.00%34CommonNONE
75524B104RBCRBC BEARINGS INC$4,1880.00%14CommonNONE
749685103RPMRPM INTL INC$4,1850.00%34CommonNONE
L44385109GLOBGLOBANT S A$4,0740.00%19CommonNONE
55405Y100MTSIMACOM TECH SOLUTIONS HLDGS I$4,0280.00%31CommonNONE
70438V106PCTYPAYLOCITY HLDG CORP$3,9900.00%20CommonNONE
803054204SAPSAP SE$3,9400.00%16CommonNONE
860630102SFSTIFEL FINL CORP$3,9250.00%37CommonNONE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$3,8220.00%28CommonNONE
244199105DEDEERE & CO$3,8140.00%9CommonNONE
398905109GPIGROUP 1 AUTOMOTIVE INC$3,7940.00%9CommonNONE
655663102NDSNNORDSON CORP$3,7670.00%18CommonNONE
46116X101ITCIEURINTRA-CELLULAR THERAPIES INC$3,7590.00%45CommonNONE
285512109EAELECTRONIC ARTS INC$3,5120.00%24CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$3,3620.00%43CommonNONE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$3,3470.00%26CommonNONE
452327109ILMNILLUMINA INC$3,3410.00%25CommonNONE
45826H109ITGRINTEGER HLDGS CORP$3,3130.00%25CommonNONE
74275K108PCORPROCORE TECHNOLOGIES INC$3,2970.00%44CommonNONE
49714P108KNSLKINSALE CAP GROUP INC$3,2560.00%7CommonNONE
313855108FSSFEDERAL SIGNAL CORP$3,2340.00%35CommonNONE
217204106CPRTCOPART INC$3,2140.00%56CommonNONE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$3,2020.00%26CommonNONE
192422103CGNXCOGNEX CORP$3,1920.00%89CommonNONE
875372203TNDMTANDEM DIABETES CARE INC$3,1700.00%88CommonNONE
008492100ADCAGREE RLTY CORP$3,1000.00%44CommonNONE
M0740A116DRTSWALPHA TAU MEDICAL LTD$3,0450.00%14,500CommonNONE
736508847PORPORTLAND GEN ELEC CO$2,7920.00%64CommonNONE
38526M106LOPEGRAND CANYON ED INC$2,7850.00%17CommonNONE
513847103MZTILANCASTER COLONY CORP$2,7710.00%16CommonNONE
090572207BIOBIO RAD LABS INC$2,6290.00%8CommonNONE
G97822103PRGOPERRIGO CO PLC$2,5710.00%100CommonNONE
277276101EGPEASTGROUP PPTYS INC$2,4080.00%15CommonNONE
42250P103DOCHEALTHPEAK PROPERTIES INC$2,3110.00%114CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$2,2710.00%8CommonNONE
25243Q205DEODIAGEO PLC$2,1620.00%17CommonNONE
76954A103RIVNRIVIAN AUTOMOTIVE INC$2,1280.00%160CommonNONE
637870106NSANATIONAL STORAGE AFFILIATES$1,8200.00%48CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$1,8090.00%30CommonNONE
609839105MPWRMONOLITHIC PWR SYS INC$1,7760.00%3CommonNONE
23256X407HELPCYBIN INC$1,7380.00%197CommonNONE
34959J108FTVFORTIVE CORP$1,7250.00%23CommonNONE
15872M104APY1EURCHAMPIONX CORPORATION$1,4690.00%54CommonNONE
72352L106PINSPINTEREST INC$1,4500.00%50CommonNONE
35953C106FIPFTAI INFRASTRUCTURE INC$1,0890.00%150CommonNONE
23804L103DDOGDATADOG INC$1,0010.00%7CommonNONE
366651107ITGARTNER INC$9690.00%2CommonNONE
184499101CLNECLEAN ENERGY FUELS CORP$9040.00%360CommonNONE
83417M104SEDGSOLAREDGE TECHNOLOGIES INC$6120.00%45CommonNONE
44888K209HYDROFARM HLDGS GROUP INC$5800.00%1,000CommonNONE
20460L104SPWRCOMPLETE SOLARIA INC$940.00%52CommonNONE
384747101GRALGRAIL INC$720.00%4CommonNONE
960908507WPRTWESTPORT FUEL SYSTEMS INC$470.00%13CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.