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BESSEMER GROUP INC

Q2 2023 · 13F-HR

BESSEMER GROUP INCholdings as filed

Filed 2023-08-10 · accession 0000893838-23-000047

$47.1M
Reported value
2,287
Positions
2023-06-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 2287

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$2.8M5.86%8,106,418CommonSOLE
037833100AAPLAPPLE INC$2.6M5.62%13,653,388CommonSOLE
023135106AMZNAMAZON.COM INC$1.3M2.79%10,070,380CommonSOLE
02079K107GOOGALPHABET INC CLASS C$1.2M2.65%10,330,856CommonSOLE
92826C839VVISA INC$1.0M2.17%4,300,609CommonSOLE
67066G104NVDANVIDIA CORP$989,5632.10%2,339,285CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$946,3462.01%6,506,783CommonSOLE
68389X105ORCLORACLE CORP$919,7531.95%7,723,188CommonSOLE
166764100CVXCHEVRON CORP$718,0371.52%4,563,316CommonSOLE
143658300CCL1EURCARNIVAL CORP CL A$673,1351.43%35,748,000CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$640,0071.36%1,331,572CommonSOLE
03073E105CORAMERISOURCE BERGEN CORP$607,3491.29%3,156,220CommonSOLE
30303M102METAMETA PLATFORMS INC$582,7311.24%2,030,561CommonSOLE
65339F101NEENEXTERA ENERGY INC$542,4341.15%7,310,428CommonSOLE
464287200IVVISHARES TR S&P 500 INDEX$525,4651.11%1,178,939CommonSOLE
78409V104SPGIS&P GLOBAL INC.$483,4201.03%1,205,861CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$475,7651.01%883,699CommonSOLE
060505104BACBANK OF AMERICA CORP$454,8230.96%15,853,037CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC$448,0290.95%858,701CommonSOLE
931142103WMTWALMART INC$439,7530.93%2,797,775CommonSOLE
81369Y209XLVHEALTH CARE SELECT SPDR$435,6540.92%3,282,262CommonSOLE
235851102DHRDANAHER CORP$430,2370.91%1,792,650CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$380,7320.81%1,298,179CommonSOLE
217204106CPRTCOPART INC$380,3790.81%4,170,384CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CI$367,9880.78%4,555,763CommonSOLE
G29183103ETNEATON CORP PLC$366,7180.78%1,823,568CommonSOLE
11135F101AVGOBROADCOM INC$354,0470.75%408,156CommonSOLE
09260D107BXBLACKSTONE INC$338,6800.72%3,642,904CommonSOLE
882508104TXNTEXAS INSTRUMENTS INC$338,5050.72%1,880,378CommonSOLE
922908363VOOVANGUARD S&P 500 ETF$338,0740.72%830,081CommonSOLE
46434G822EWJISHARES MSCI JAPAN INDX$335,7300.71%5,423,764CommonSOLE
548661107LOWLOWES COS INC$333,7000.71%1,478,516CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY CL B$328,5670.70%963,536CommonSOLE
58733R102MELIMERCADOLIBRE INC$311,2540.66%262,750CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$310,4240.66%681,049CommonSOLE
20825C104COPCONOCOPHILLIPS$307,3900.65%2,966,801CommonSOLE
713448108PEPPEPSICO INC$304,7290.65%1,645,232CommonSOLE
443201108HWMHOWMET AEROSPACE INC$293,5860.62%5,923,836CommonSOLE
46266C105IQVIQVIA HOLDINGS INC$290,1400.62%1,290,829CommonSOLE
57636Q104MAMASTERCARD CL A$287,7560.61%731,649CommonSOLE
929160109VMCVULCAN MATERIALS$277,4870.59%1,230,862CommonSOLE
337738108FISVFISERV INC$273,8030.58%2,170,451CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHG INC$272,6420.58%2,411,055CommonSOLE
74340W103PLDPROLOGIS INC$269,6810.57%2,199,130CommonSOLE
874054109TTWOTAKE-2 INTERACTIVE$260,2440.55%1,768,447CommonSOLE
67103H107ORLYOREILLY AUTO INC NEW$253,5520.54%265,415CommonSOLE
00287Y109ABBVABBVIE INC$252,3520.54%1,873,009CommonSOLE
806857108SLBSCHLUMBERGER LTD$251,0500.53%5,110,966CommonSOLE
023608102AEEAMEREN CORP$240,0810.51%2,939,665CommonSOLE
74762E102QUREQUANTA SERVICES INC$235,7060.50%1,199,827CommonSOLE
89400J107TRUTRANSUNION$225,7020.48%2,881,412CommonSOLE
69331C108PCGPG & E CORP$225,6300.48%13,057,202CommonSOLE
G54950103LINNEW LINDE PLC$218,9640.46%574,587CommonSOLE
824348106SHWSHERWIN-WILLIAMS CO$217,7440.46%820,066CommonSOLE
216648402COOPER COS INC$214,6840.46%559,904CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL$210,2030.45%98,271CommonSOLE
912008109USFDUS FOODS HOLDING CORP$210,0860.45%4,774,687CommonSOLE
43300A203HLTHILTON WORLDWIDE HOLDINGS$207,7410.44%1,427,277CommonSOLE
G0403H108AONAON PLC$203,3500.43%589,082CommonSOLE
142339100CSLCARLISLE COS$202,9820.43%791,261CommonSOLE
363576109AJGGALLAGER ARTHUR J & CO$201,7640.43%918,898CommonSOLE
05550J101BJBJS WHOLESALE CLUB HOLDIN$194,1790.41%3,081,742CommonSOLE
294429105EFXEQUIFAX INC$191,3350.41%813,149CommonSOLE
58933Y105MRKMERCK & CO INC NEW$188,4630.40%1,633,278CommonSOLE
032095101APHAMPHENOL CORP$187,0900.40%2,202,347CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$184,2410.39%721,072CommonSOLE
533900106LECOLINCOLN ELEC HLDG$183,9900.39%926,296CommonSOLE
G8473T100STESTERIS PLC$183,1350.39%814,008CommonSOLE
718172109PMPHILIP MORRIS INTL INC$180,8230.38%1,852,301CommonSOLE
009158106APDAIR PRODUCTS & CHEMICALS$179,4360.38%599,057CommonSOLE
92189H607OIHVANECK VECTORS OIL SERVICE$178,7000.38%621,350CommonSOLE
81762P102NOWSERVICENOW INC$176,9980.38%314,961CommonSOLE
78463X541GNRSPDR S&P GL NAT RESOURCES$170,7000.36%3,166,379CommonSOLE
22052L104CTVACORTEVA INC$167,6410.36%2,925,652CommonSOLE
12514G108CDWCDW CORP/DE$165,6890.35%902,941CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEMS INC$164,8630.35%702,979CommonSOLE
184496107CLHCLEAN HARBORS INC$164,0080.35%997,442CommonSOLE
482480100KLACKLA CORPORATION$163,3540.35%336,797CommonSOLE
H84989104TEL1USDTE CONNECTIVITY LTD$160,9220.34%1,148,119CommonSOLE
653656108NICENICE LTD ADR$160,7640.34%778,520CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$156,8500.33%936,692CommonSOLE
N07059210ASMLASML HOLDING NV ADR$154,1190.33%212,650CommonSOLE
92343V104VZVERIZON COMMUNICATIONS$153,9480.33%4,139,495CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$152,0330.32%1,389,832CommonSOLE
46120E602ISRGINTUITIVE SURGICAL$148,4290.31%434,080CommonSOLE
002824100ABTABBOTT LABORATORIES$147,2050.31%1,350,250CommonSOLE
05352A100AVTRAVANTOR INC$146,9720.31%7,155,453CommonSOLE
971378104WSCWILLSCOT MOBILE MINI HOLDI$142,2000.30%2,975,531CommonSOLE
552953101MGMMGM RESORTS INTERNATIONAL$140,4090.30%3,196,917CommonSOLE
723787107PXDEURPIONEER NATURAL RESOURCES$140,1570.30%676,499CommonSOLE
871607107SNPSSYNOPSYS INC$139,3430.30%320,024CommonSOLE
78464A755XMESPDR SER TR S&P MET MN ETF$137,9370.29%2,714,225CommonSOLE
036752103ELVELEVANCE HEALTH INC$136,5280.29%307,296CommonSOLE
78462F103SPYS&P 500 DEP RCPTS$135,2500.29%305,110CommonSOLE
78709Y105SAIASAIA INC COM$134,8880.29%393,935CommonSOLE
437076102HDHOME DEPOT$133,8900.28%431,017CommonSOLE
252131107DXCMDEXCOM INC$133,6630.28%1,040,093CommonSOLE
879369106TFXTELEFLEX INC$133,3390.28%550,919CommonSOLE
892672106TWTRADEWEB MARKETS INC$130,0900.28%1,899,653CommonSOLE
02079K305GOOGLALPHABET INC. CLASS A$129,8960.28%1,085,182CommonSOLE
81369Y506XLEENERGY SELECT SECTOR$128,2940.27%1,580,563CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$127,4310.27%906,601CommonSOLE
26441C204DUKDUKE ENERGY HLDG CORP$126,0620.27%1,404,746CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$125,8030.27%195,690CommonSOLE
907818108UNPUNION PACIFIC CORP$124,3220.26%607,575CommonSOLE
464288281EMBISHARES JP MORGAN USD EMERGING$123,9140.26%1,431,879CommonSOLE
00846U101AAGILENT TECHNOLOGIES$122,8990.26%1,022,035CommonSOLE
34959E109FTNTFORTINET INC$122,4940.26%1,620,492CommonSOLE
831865209AOSSMITH A O CORP$122,3360.26%1,680,877CommonSOLE
372460105GPCGENUINE PARTS CO$119,5180.25%706,245CommonSOLE
808524805SCHFSCHWAB INTERNATIONAL EQUIT$118,7500.25%3,331,031CommonSOLE
538034109LYVLIVE NATION ENTERTMNT INC$117,4250.25%1,288,824CommonSOLE
742718109PGPROCTER & GAMBLE CO$114,8560.24%756,925CommonSOLE
631103108NDAQNASDAQ INC.$113,9400.24%2,285,646CommonSOLE
911363109URIUNITED RENTALS INC$113,5910.24%255,045CommonSOLE
30231G102XOMEXXON MOBIL CORP$113,3680.24%1,057,029CommonSOLE
11271J107BNBROOKFIELD CORPORATION$111,8340.24%3,323,436CommonSOLE
96208T104WEXWEX INC$111,2810.24%611,197CommonSOLE
478160104JNJJOHNSON & JOHNSON$110,9260.24%670,167CommonSOLE
191216100KOCOCA-COLA COMPANY$110,3860.23%1,833,024CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$109,9150.23%1,838,629CommonSOLE
94106L109WMWASTE MANAGEMENT INC NEW$109,8950.23%633,693CommonSOLE
580135101MCDMCDONALDS CORP$108,8340.23%364,714CommonSOLE
64110L106NFLXNETFLIX INC$108,8340.23%247,073CommonSOLE
81369Y308XLPCONSUMER STAPLES INDEX FD$105,4130.22%1,421,235CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDGS$104,9870.22%940,738CommonSOLE
33939L407GUNRFLEXSHARES GLOBAL UPSTREAM$102,7490.22%2,564,240CommonSOLE
452308109ITWILLINOIS TOOL WORKS INC$101,7980.22%406,929CommonSOLE
20030N101CMCSACOMCAST CORP CL A NEW$101,6470.22%2,446,395CommonSOLE
92189F791GDXJVANECK JR GOLD MINERS ETF$101,5120.22%2,846,650CommonSOLE
26875P101EOGEOG RES INC$100,1530.21%875,167CommonSOLE
03027X100AMTAMERICAN TOWER CORP$99,9860.21%515,552CommonSOLE
922042718VSSVANGUARD FTSE ALL$99,6640.21%902,096CommonSOLE
15872M104APY1EURCHAMPIONX CORP$98,1750.21%3,162,837CommonSOLE
828806109SPGSIMON PROP GROUP$97,6960.21%846,000CommonSOLE
G5960L103MDTMEDTRONIC PLC$96,9690.21%1,100,679CommonSOLE
855244109SBUXSTARBUCKS CORP$94,0900.20%949,829CommonSOLE
654106103NKENIKE INC CL B$93,4700.20%846,878CommonSOLE
59156R108METMETLIFE INC COM$92,0760.20%1,628,820CommonSOLE
92939U106WECWEC ENERGY GROUP INC$90,7820.19%1,028,823CommonSOLE
78464A359CWBSPDR BLOOMBERG CONVERTIBLE SEC$90,2900.19%1,290,774CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING$87,4670.19%397,957CommonSOLE
122017106BURLBURLINGTON STORES INC$85,3970.18%542,588CommonSOLE
464288588MBBISHARES MBS ETF$85,2770.18%914,312CommonSOLE
922042858VWOVANGUARD FTSE EMER MKT ETF$85,1090.18%2,092,139CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC.$84,0700.18%2,101,742CommonSOLE
78468R556XOPSPDR S&P OIL & GAS EXPLORA$84,0360.18%652,303CommonSOLE
031100100AMEAMETEK INC NEW$83,3310.18%514,769CommonSOLE
464287507IJHISHARES TR S&P MIDCAP 400$82,3950.17%315,105CommonSOLE
98978V103ZTSZOETIS INC$82,3480.17%478,191CommonSOLE
443510607HUBBHUBBELL INC$81,4440.17%245,638CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$80,5150.17%174,888CommonSOLE
518439104ELESTEE LAUDER COS INC CL A$80,4090.17%409,457CommonSOLE
244199105DEDEERE & CO$79,4340.17%196,041CommonSOLE
90384S303ULTAULTA BEAUTY INC$78,2020.17%166,176CommonSOLE
679295105OKTAOKTA INC$78,1370.17%1,126,704CommonSOLE
464287184FXIISHARES CHINA LRGE-CAP ETF$77,4500.16%2,848,463CommonSOLE
98980F104GTMZOOMINFO TECHNOLOGIES INC$76,5770.16%3,016,054CommonSOLE
81141R100SESEA LTD ADR$76,5280.16%1,318,525CommonSOLE
29362U104ENTGENTEGRIS INC$75,9270.16%685,130CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$73,1000.16%206,705CommonSOLE
82509L107SHOPSHOPIFY INC$72,0460.15%1,115,259CommonSOLE
464287804IJRISHARES S&P SMCAP 600 INDX$71,6690.15%719,192CommonSOLE
351858105FNVFRANCO NEVADA CORP$69,5860.15%488,200CommonSOLE
89832Q109TFCTRUIST FINANCIAL CORP$69,1980.15%2,279,964CommonSOLE
015271109AREALEXANDRIA REAL EST EQ INC$65,4390.14%576,605CommonSOLE
778296103ROSTROSS STORES INC$65,0590.14%580,211CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$64,9300.14%324,848CommonSOLE
149123101CATCATERPILLAR INC$64,7130.14%263,011CommonSOLE
833445109SNOWSNOWFLAKE INC$63,6070.13%361,448CommonSOLE
05464C101AXONAXON ENTERPRISE INC$62,6330.13%320,986CommonSOLE
422806109HEIHEICO CORPORATION$61,2160.13%345,974CommonSOLE
81369Y886XLUUTILITIES SELECT SECT SPDR$60,8270.13%929,511CommonSOLE
18915M107NETCLOUDFLARE INC$60,8220.13%930,438CommonSOLE
40415F101HDBHDFC BANK LTD ADR REPS3$60,3640.13%866,059CommonSOLE
78464A870XBISPDR SERIES TR S&P BIOTEH$59,8220.13%719,015CommonSOLE
G6095L109APTIV PLC$58,8540.12%576,504CommonSOLE
46138E511PGXINVESCO PREFERRED ETF$57,8870.12%5,091,215CommonSOLE
115637209BF/BBROWN FORMAN CORP CL B$57,3350.12%858,564CommonSOLE
049468101TEAMATLASSIAN CORP PLC$57,2240.12%341,000CommonSOLE
427866108HSYTHE HERSHEY COMPANY$55,5800.12%222,582CommonSOLE
070830104BBWIBATH & BODY WORKS INC$55,3610.12%1,476,312CommonSOLE
852234103XYZBLOCK INC$54,8810.12%824,414CommonSOLE
922908736VUGVANGUARD GROWTH FDS$54,2650.12%191,778CommonSOLE
874039100TSMTAIWAN SEMI MFG CO ADR$52,2040.11%517,281CommonSOLE
25809K105DASHDOORDASH INC$51,8520.11%678,514CommonSOLE
922908611VBRVANGUARD SMALL CAP VALUE$51,5440.11%311,637CommonSOLE
744320102PRUPRUDENTIAL FINANCIAL$50,2740.11%569,867CommonSOLE
464287879IJSISHARES S & P SMALL-CAP600$49,2570.10%518,000CommonSOLE
87612E106TGTTARGET CORP$47,3660.10%359,103CommonSOLE
464288414MUBISHARES NATL MUNI BD ETF$45,9720.10%430,735CommonSOLE
464287689IWVRUSS 3000 INDEX$44,3260.09%174,181CommonSOLE
911312106UPSUNITED PARCEL SERVICE CL B$42,0750.09%234,726CommonSOLE
922908769VTIVANGUARD TOTAL STK MKT FD$42,0730.09%190,995CommonSOLE
759916109RGENREPLIGEN CORP$41,8510.09%295,843CommonSOLE
450056106IRTCIRHYTHM TECHNOLOGIES INC$41,4260.09%397,102CommonSOLE
464288257ACWIISHARES MSCI ACWI INDX FD$40,5880.09%423,057CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$39,4400.08%418,108CommonSOLE
922908751VBVANGUARD SMALL CAP$39,2800.08%197,494CommonSOLE
922908744VTVVANGUARD INDEX FDS VA ETF$32,9920.07%232,172CommonSOLE
191098102COKECOCA-COLA CONSOLIDATED INC$31,5360.07%49,583CommonNONE
532457108LLYLILLY ELI & CO$29,2240.06%62,314CommonSOLE
G6683N103NUNU HOLDINGS LTD/CAYMAN$28,2890.06%3,585,379CommonSOLE
009066101ABNBAIRBNB INC$26,3920.06%205,931CommonSOLE
922908629VOVANGUARD MID CAP VIPERS$25,7200.05%116,822CommonSOLE
G98239109XPXP INC$25,3060.05%1,078,708CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY CL A$23,3010.05%45CommonSOLE
902673102UFPTUFP TECHNOLOGIES INC$22,5750.05%116,455CommonSOLE
L44385109GLOBGLOBANT SA$22,5500.05%125,472CommonSOLE
067901108ABXBARRICK GOLD CORP$21,6140.05%1,277,637CommonSOLE
78463M107SPSCSPS COMMERCE INC$21,5030.05%111,961CommonSOLE
808513105SCHWSCHWAB CHARLES CORP NEW$21,4200.05%377,874CommonSOLE
464288612GVIISHARES INT GOV/CRED$19,8500.04%192,904CommonSOLE
922042742VTVANGUARD TOT WORLD STK$19,6480.04%202,593CommonSOLE
922042775VEUVNGRD FTSE ALL-WORLD EX-US$19,3670.04%355,933CommonSOLE
008474108AEMAGNICO-EAGLE MINES LTD$18,5140.04%370,765CommonSOLE
67000B104NOVTNOVANTA INC$18,1260.04%98,458CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$18,1040.04%37,800CommonSOLE
03820C105AITAPPLIED INDL TECH INC COM$17,3600.04%119,856CommonSOLE
46434G103IEMGISHARES CORE MSCI EM MKTS$17,0690.04%346,337CommonSOLE
922908652VXFVANGUARD INDEX EXTEND MKT$17,0360.04%114,465CommonSOLE
464286525ACWVISHARES MSCI GLBL MIN VOL$16,8040.04%171,380CommonSOLE
115637100BF/ABROWN-FORMAN CORP A$16,5930.04%243,774CommonSOLE
08579W103BERYEURBERRY GLOBAL GROUP INC$16,2990.03%253,343CommonSOLE
124805102CBZCBIZ INC$16,2870.03%305,701CommonSOLE
80874P109LNWOLIGHT & WONDER INC.$16,1580.03%234,995CommonSOLE
039483102ADMARCHER-DANIELS-MIDLAND CO$15,5240.03%205,458CommonSOLE
G1151C101ACNACCENTURE PLC CL A$15,0590.03%48,802CommonSOLE
67077M108NTRNUTRIEN LTD$14,9590.03%253,371CommonSOLE
962879102WPMWHEATON PRECIOUS MTLS CORP$14,7490.03%341,029CommonSOLE
921946406VYMVANGUARD HIGH DIVIDEND YLD$14,2410.03%134,260CommonSOLE
85254J102STAGSTAG INDUSTRIAL INC$13,8990.03%387,393CommonSOLE
28618M106ESIELEMENT SOLUTIONS INC$13,8870.03%723,261CommonSOLE
858912108SRCLEURSTERICYCLE INC$13,8410.03%298,051CommonSOLE
46090E103QQQINVESCO QQQ TR UNIT SER 1$13,6780.03%37,025CommonSOLE
302081104EXLSEXLSERVICE HLDGS INC$13,6450.03%90,336CommonSOLE
86614U1007SUSUMMIT MATLS INC$13,0820.03%345,639CommonSOLE
22266T109CPNGCOUPANG INC$13,0110.03%747,754CommonSOLE
56117J100MBUUMALIBU BOATS INC$12,8560.03%219,154CommonSOLE
109194100BFAMBRIGHT HORIZONS FAMILY$12,8430.03%138,921CommonSOLE
617446448MSMORGAN STANLEY GRP INC$12,8350.03%150,302CommonSOLE
G3198U102ESNTESSENT GROUP LTD$12,5220.03%267,567CommonSOLE
829073105SSDSIMPSON MFG$12,1090.03%87,421CommonSOLE
76155X100RVMDREVOLUTION MEDICINES INC$11,8350.03%442,442CommonSOLE
33767E202FSVFIRSTSERVICE CORP$11,6500.02%75,607CommonSOLE
00724F101ADBEADOBE INC$11,3100.02%23,128CommonSOLE
26856L103ELFELF BEAUTY INC$11,2740.02%98,683CommonSOLE
553498106MSAMSA SAFETY INC$11,2340.02%64,580CommonSOLE
49714P108KNSLKINSALE CAPITAL GROUP INC$10,9730.02%29,326CommonSOLE
199908104FIXCOMFORT SYSTEMS USA INC$10,9170.02%66,489CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$10,7400.02%64,484CommonSOLE
576485205MTDRMATADOR RES CO$10,5600.02%201,830CommonSOLE
82452J109FOURSHIFT4 PAYMENTS INC$10,4820.02%154,338CommonSOLE
17275R102CSCOCISCO SYSTEMS INC$10,2190.02%197,506CommonSOLE
72703H101PLNTPLANET FITNESS INC$10,1530.02%150,567CommonSOLE
224408104CRCRANE CO$10,0130.02%112,360CommonSOLE
407497106HLNEHAMILTON LANE INC$9,9590.02%124,517CommonSOLE
438516106HONHONEYWELL INTL INC$9,8870.02%47,647CommonSOLE
74164M108PRIPRIMERICA INC$9,7230.02%49,168CommonSOLE
729139105PLRXPLIANT THERAPEUTICS INC$9,6410.02%532,079CommonSOLE
464287622IWBISHARES RUSS 1000 INDEX$9,6020.02%39,398CommonSOLE
254543101DIODDIODES INC$9,5930.02%103,699CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$9,5270.02%18,054CommonSOLE
33768G107FCFSFIRSTCASH HOLDINGS INC$9,5060.02%101,841CommonSOLE
249906108DSGXDESCARTES SYSTEMS GRP$9,4490.02%117,966CommonSOLE
637870106NSANATL STORAGE AFFILIATES TR$9,4290.02%270,716CommonSOLE
29404K106ENVUSDENVESTNET INC$9,3810.02%158,057CommonSOLE
224441105CXTCRANE NXT CO$9,3300.02%165,289CommonSOLE
559663109MGYMAGNOLIA OIL & GAS CORP$9,3210.02%445,973CommonSOLE
464287655IWMISHARES TR RUSSELL 2000$9,2240.02%49,255CommonSOLE
44109J106HOSTESS BRANDS INC$9,1660.02%361,969CommonSOLE
974155103WINGWINGSTOP INC$9,0590.02%45,260CommonSOLE
201723103CMCCOMMERCIAL METALS CO$8,9650.02%170,244CommonSOLE
461202103INTUINTUIT$8,8920.02%19,410CommonSOLE
717081103PFEPFIZER INC$8,7300.02%237,997CommonSOLE
T9224W109STVNSTEVANATO GROUP SPA$8,6700.02%267,770CommonSOLE
45768S105IOSPINNOSPEC INC$8,6670.02%86,285CommonSOLE
134429109CPBCAMPBELL SOUP CO$8,6650.02%189,564CommonSOLE
46138E594KBWYINVESCO KBW PREMIUM YIELD$8,6010.02%478,971CommonSOLE
029899101AWRAMERICAN STATES WATER CO$8,5980.02%98,810CommonSOLE
780287108RGLDROYAL GOLD INC$8,5830.02%74,781CommonSOLE
046353108AZNNASTRAZENECA PLC SPON ADR$8,4800.02%118,480CommonSOLE
98139A105WKWORKIVA$8,4650.02%83,268CommonSOLE
683344105ONTOONTO INNOVATION INC$8,3340.02%71,544CommonSOLE
464287614IWFISHARES TR RUSSELL 1000GRW$8,2980.02%30,160CommonSOLE
35138V102FOXFFOX FACTORY HOLDING CORP$8,2870.02%76,364CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP$8,2860.02%137,563CommonSOLE
92206C870VCITVANGUARD INT-TERM CORP$8,2850.02%104,816CommonSOLE
48553T106BZKANZHUN LTD ADR$8,2080.02%545,396CommonSOLE
974250102WINAWINMARK CORP$8,0580.02%24,235CommonSOLE
458334109IPARINTER PARFUMS INC$7,9170.02%58,533CommonSOLE
921937827BSVVANGUARD SHORT-TERM BOND$7,8540.02%103,933CommonSOLE
88160R101TSLATESLA INC$7,7770.02%29,711CommonSOLE
047649108ATKRATKORE INC$7,6880.02%49,302CommonSOLE
45168D104IDXXIDEXX LABS CORP$7,6300.02%15,191CommonSOLE
451107106IDAIDACORP INC$7,6270.02%74,334CommonSOLE
46435G425ESGUISHARES TRUST ISHARES ESG$7,5500.02%77,464CommonSOLE
29358P101ENSGENSIGN GROUP INC THE$7,5460.02%79,032CommonSOLE
127203107WHDCACTUS INC$7,5000.02%177,240CommonSOLE
136385101CNQCDN NATURAL RES LTD$7,4950.02%133,305CommonSOLE
840441109SSBUSDSOUTH ST CORP NPV$7,4700.02%113,527CommonSOLE
127190304CACICACI INTERNATIONAL INC A$7,3630.02%21,602CommonSOLE
75943R102RLAYRELAY THERAPEUTICS INC$7,3410.02%584,463CommonSOLE
680033107ONBOLD NATIONAL BANCORP IND$7,2200.02%517,887CommonSOLE
609207105MDLZMONDELEZ INTERNATIONAL INC$7,2190.02%98,970CommonSOLE
37253A103THRMGENTHERM INC$7,0850.02%125,368CommonSOLE
626755102MUSAMURPHY USA INC COM$7,0000.01%22,500CommonSOLE
459200101IBMINTERNATIONAL BUS MACHINES$6,9240.01%51,738CommonSOLE
98419M100XYLXYLEM INC$6,8920.01%61,193CommonSOLE
46269C102IRDMIRIDIUM COMMUNTNS INC CO$6,8420.01%110,141CommonSOLE
79466L302CRMSALESFORCE INC$6,7790.01%32,092CommonSOLE
G3042J105EDVMFENDEAVOUR MINING PLC$6,7110.01%280,015CommonSOLE
81282V100PRKSSEAWORLD ENTERTAINMENT INC$6,6480.01%118,682CommonSOLE
57164Y107VACMARRIOTT VACATIONS WORLD$6,6300.01%54,021CommonSOLE
125523100CITHE CIGNA GROUP$6,5930.01%23,495CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$6,5230.01%91,302CommonSOLE
574795100MASIMASIMO CORPORATION$6,4170.01%39,000CommonSOLE
14316J108CGCARLYLE GROUP INC/THE$6,3900.01%200,000CommonSOLE
78463V107GLDSPDR GOLD TRUST$6,3630.01%35,691CommonSOLE
85205L107SWTXUSDSPRINGWORKS THERAPEUTICS I$6,3280.01%241,337CommonSOLE
88224Q107TCBITEXAS CAPITAL BANCSHARES$6,3000.01%122,319CommonSOLE
69376K106RPCP10 INC$6,2880.01%556,436CommonSOLE
00402L107ASOACADEMY SPORTS & OUTDOORS$6,2850.01%116,273CommonSOLE
464287309IVWISHARES S&P 500 GROWTH IN$6,2510.01%88,697CommonSOLE
624756102MLIMUELLER INDS INC$6,2080.01%71,144CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$6,1640.01%96,396CommonSOLE
705573103PEGAPEGASYSTEMS INC$6,0940.01%123,617CommonSOLE
693475105PNCPNC FINANCIAL SVS GRP$5,9850.01%47,516CommonSOLE
655844108NSCNORFOLK SOUTHERN CORP$5,9780.01%26,360CommonSOLE
231561101CWCURTISS WRIGHT CORP$5,9660.01%32,479CommonSOLE
670100205NVONOVO NORDISK A S ADR$5,9350.01%36,673CommonSOLE
55306N104MKSIMKS INSTRUMENTS$5,9180.01%54,748CommonSOLE
497266106KEXKIRBY CORP$5,8510.01%76,042CommonSOLE
025816109AXPAMERICAN EXPRESS$5,8500.01%33,582CommonSOLE
72346Q104PINNACLE FINANCIAL PRTNRS$5,7910.01%102,198CommonSOLE
962166104WYWEYERHAEUSER CO$5,7620.01%171,966CommonSOLE
55405W104MYRGMYR GRP INC$5,7350.01%41,459CommonSOLE
219798105QDELQUIDELORTHO CORP$5,7030.01%68,812CommonSOLE
82900L102SMPLSIMPLY GOOD FOODS CO$5,6360.01%154,022CommonSOLE
11777Q209BTGB2GOLD CORP$5,5750.01%1,564,720CommonSOLE
87241L109TFIITFI INTERNATIONAL INC$5,5460.01%48,673CommonSOLE
G2717B108CUSHMAN & WAKEFIELD PLC$5,4930.01%671,489CommonSOLE
747525103QCOMQUALCOMM INC$5,4700.01%45,961CommonSOLE
031162100AMGNAMGEN INC$5,4530.01%24,561CommonSOLE
921943858VEAVANGUARD FTSE DEVL ETF$5,3930.01%116,764CommonSOLE
24790A101DENBURY INC$5,3750.01%62,303CommonSOLE
05478C105AZEKAZEK CO INC/THE$5,3700.01%177,294CommonSOLE
878742204TECKTECK RESOURCES LTD CL B$5,3340.01%126,762CommonSOLE
87161C501SYU1SYNOVUS FINL CORP$5,3330.01%176,293CommonSOLE
011532108AGIALAMOS GOLD INC$5,2600.01%441,560CommonSOLE
922042874VGKVANGUARD MSCI EUROPE ETF$5,2300.01%84,762CommonSOLE
68621T102OBKORIGIN BANCORP INC$5,1810.01%176,868CommonSOLE
150185106CEDAR FAIR LP DEPO$5,1730.01%129,408CommonSOLE
464288273SCZISHARES MSCI EAFE SM$5,1300.01%86,990CommonSOLE
126600105CVBFCVB FINL CORP COM$5,0950.01%383,719CommonSOLE
670837103OGEOGE ENERGY CORP$5,0650.01%141,091CommonSOLE
375558103GILDGILEAD SCIENCES$5,0470.01%65,486CommonSOLE
318910106FBNCFIRST BANCORP/SOUTHERN PIN$5,0410.01%169,456CommonSOLE
038222105AMATAPPLIED MATERIALS$5,0210.01%34,743CommonSOLE
125269100CFCF-INDUSTRIES HOLDINGS$4,9870.01%71,844CommonSOLE
74340E103PGNYPROGYNY INC$4,9530.01%125,907CommonSOLE
921908844VIGVANGUARD DIVIDEND APPREC$4,9110.01%30,236CommonSOLE
346375108FORMFORM FACTOR INC$4,8650.01%142,130CommonSOLE
G16962105BGUSDBUNGE LIMITED$4,7520.01%50,360CommonSOLE
872540109TJXTJX COMPANIES INC$4,7270.01%55,749CommonSOLE
682189105ONON-SEMICONDUCTOR CORP$4,7150.01%49,854CommonSOLE
46432F842IEFAISHARES CORE MSCI EAFE ETF$4,7000.01%69,636CommonSOLE
254687106DISWALT DISNEY CO$4,6460.01%52,027CommonSOLE
302491303FMCFMC CORP COM NEW$4,6430.01%44,499CommonSOLE
38141G104GSGOLDMAN SACHS GROUP$4,6350.01%14,373CommonSOLE
311900104FASTFASTENAL INC COM$4,5610.01%77,334CommonSOLE
464287598IWDISHARES TR RUSSELL 1000VAL$4,4910.01%28,449CommonSOLE
70959W103PAGPENSKE AUTO GROUP INC$4,4140.01%26,487CommonSOLE
74144T108TROWT ROWE PRICE GROUP INC$4,4050.01%39,327CommonSOLE
09857L108BKNGBOOKING HLDGS INC$4,2360.01%1,569CommonSOLE
075887109BDXBECTON DICKINSON & CO$4,1930.01%15,886CommonSOLE
98311A105WHWYNDHAM HOTELS & RESORTS$4,1600.01%60,657CommonSOLE
097023105BABOEING COMPANY$4,1260.01%19,543CommonSOLE
37940X102GPNGLOBAL PAYMENTS INC$4,0750.01%41,359CommonSOLE
61945C103MOSMOSAIC COMPANY$4,0750.01%116,451CommonSOLE
45384B106IBTXUSDINDEPENDENT BANK GROUP INC$3,9930.01%115,628CommonSOLE
24665A103DKDELEK US HOLDINGS INC$3,9710.01%165,803CommonSOLE
464287465EFAISHRS MSCI EAFE IND FND$3,9060.01%53,868CommonSOLE
N3167Y103RACEFERRARI NV$3,9000.01%11,994CommonNONE
260557103DOWDOW INC$3,8950.01%73,160CommonSOLE
844741108LUVSOUTHWEST AIRLINES$3,8500.01%106,338CommonSOLE
172967424CCITIGROUP INC$3,8470.01%83,550CommonSOLE
464288745RXIISHARES TR S&P GL CONSUME$3,7860.01%24,155CommonSOLE
25243Q205DEODIAGEO PLC ADR NEW$3,7440.01%21,579CommonSOLE
988498101YUMYUM BRANDS INC$3,7270.01%26,901CommonSOLE
464287226AGGISHARES CORE US AGGREGATE$3,7180.01%37,953CommonSOLE
464287234EEMISHARES MSCI EMERGING MKTS$3,7020.01%93,585CommonSOLE
867224107SUSUNCOR ENERGY NEW$3,6780.01%125,411CommonSOLE
674599105OXYOCCIDENTAL PETROLEUM$3,6670.01%62,353CommonSOLE
464285204IAUISHARES GOLD TRUST$3,6060.01%99,102CommonSOLE
464287606IJKISHARES TR S&P MIDCP GROW$3,6020.01%48,020CommonSOLE
67080M103NRIXNURIX THERAPEUTICS INC$3,5690.01%357,287CommonSOLE
829214105SLPSIMULATIONS PLUS INC$3,5580.01%82,123CommonSOLE
422704106HLHECLA MINING CO$3,5450.01%688,420CommonSOLE
58155Q103MCKMCKESSON CORP$3,5200.01%8,238CommonSOLE
949746101WMT2WELLS FARGO & CO NEW$3,4840.01%81,649CommonSOLE
75513E101RTXRAYTHEON TECHNOLOGIES CORP$3,4700.01%35,428CommonSOLE
152006102CGAUCA CENTERRA GOLD INC$3,4200.01%570,590CommonSOLE
303075105FDSFACTSET RESH SYS INC$3,4180.01%8,530CommonSOLE
458140100INTCINTEL CORP$3,4070.01%101,846CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC$3,3860.01%37,798CommonSOLE
892356106TSCOTRACTOR SUPPLY$3,3420.01%15,113CommonSOLE
126650100CVSCVS HEALTH CORP$3,3330.01%48,211CommonSOLE
032654105ADIANALOG DEVICES$3,3310.01%17,098CommonSOLE
921937819BIVVANGUARD INTERMEDIATE BOND$3,2810.01%43,613CommonSOLE
03076C106AMPAMERIPRISE FINANCIAL INC$3,2700.01%9,845CommonSOLE
95082P105WCCWESCO INTERNATIONAL$3,2430.01%18,113CommonSOLE
053332102AZOAUTOZONE INC$3,2380.01%1,299CommonSOLE
384802104GWWW W GRAINGER INC$3,2290.01%4,094CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$3,2250.01%17,151CommonSOLE
L7579L106PERIMETER SOLUTIONS SA$3,2100.01%521,986CommonSOLE
68827L101OREUROSISKO GOLD ROYALTIES LTD$3,2060.01%208,610CommonSOLE
464287291IXNISHARES S&P GLOBAL TECH$3,1120.01%50,025CommonSOLE
G4705A100ICLRICON PLC$3,0620.01%12,236CommonSOLE
369604301GEGENERAL ELECTRIC CO$3,0080.01%27,391CommonSOLE
464287150ITOTS&P TOTAL US STK MRKT ETF$2,9960.01%30,627CommonSOLE
370334104GISGENERAL MILLS INC$2,9870.01%38,967CommonSOLE
464288513HYGI-SHARES IBOXX HY$2,9860.01%39,776CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$2,9590.01%25,985CommonSOLE
92204A702VGTVANGUARD INFO TECH$2,9190.01%6,604CommonSOLE
413216300HMYHARMONY GOLD MNG LTD ADR$2,9160.01%694,265CommonSOLE
922908637VVVANGUARD LARGE-CAP ETF$2,8800.01%14,208CommonSOLE
464287481IWPISHARES RUSSELL MID IND GR$2,8540.01%29,528CommonSOLE
456837103INGING GROUP NV SPON ADR$2,8400.01%210,848CommonSOLE
25179M103DVNDEVON ENERGY CORP$2,8380.01%58,720CommonSOLE
46429B671MCHIISHARES MSCI CHINA ETF$2,8380.01%63,459CommonSOLE
56585A102MPCMARATHON PETE CORP$2,8360.01%24,320CommonSOLE
42809H107HESHESS CORP$2,7870.01%20,497CommonSOLE
303250104FICOFAIR ISACC CORP$2,7860.01%3,442CommonSOLE
592688105MTDMETTLER-TOLEDO INTL$2,7710.01%2,112CommonSOLE
863667101SYKSTRYKER CORP$2,7700.01%9,082CommonSOLE
00206R102TAT&T INC$2,7590.01%172,964CommonSOLE
H1467J104CBCHUBB LIMITED$2,7550.01%14,306CommonSOLE
052769106ADSKAUTODESK INC$2,7020.01%13,203CommonSOLE
55354G100MSCIMSCI INC$2,7000.01%5,754CommonSOLE
01609W102BABAALIBABA GROUP HOLDINGS LTD$2,6860.01%32,233CommonSOLE
369550108GDGENERAL DYNAMICS CORP$2,6740.01%12,432CommonSOLE
46434V696IPACISHARES CORE MSCI PACIFIC$2,6430.01%46,048CommonSOLE
526057104LENLENNAR CORP$2,6410.01%21,077CommonSOLE
949746804WFC 7.5 PERP LWELLS FARGO CO CV PFD$2,6160.01%2,271CommonNONE
464288646IGSBISHARES SHORT-TERM CORP BD$2,5920.01%51,664CommonSOLE
776696106ROPROPER TECHNOLOGIES INC.$2,5650.01%5,333CommonSOLE
165303108CPKCHESAPEAKE UTILITIES CORP$2,5440.01%21,373CommonSOLE
90278Q108UFPIUFP INDUSTRIES INC$2,5420.01%26,199CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC$2,5270.01%6,879CommonSOLE
573284106MLMMARTIN MARIETTA MATL INC$2,5030.01%5,427CommonSOLE
45104G104IBNICICI BANK LTD ADR$2,4890.01%107,852CommonNONE
126408103CSXCSX CORP$2,4780.01%72,643CommonSOLE
115236101BROBROWN & BROWN INC$2,4620.01%35,764CommonSOLE
464288737KXIISHARES TR S&P GL C STAPL$2,4460.01%39,979CommonSOLE
46434V738IEURISHARES CORE MSCI EUROPE E$2,4020.01%45,637CommonSOLE
94106B101WCNWASTE CONNECTIONS$2,3960.01%16,765CommonSOLE
088606108BHPBHP GROUP LTD ADR$2,3940.01%40,093CommonSOLE
893641100TDGTRANSDIGM GROUP INC COM$2,3900.01%2,674CommonSOLE
G0450A105ACGLARCH CAPITAL GROUP LTD$2,3770.01%31,767CommonNONE
87583X109TNGXTANGO THERAPEUTICS INC$2,3520.00%708,384CommonSOLE
91879Q109MTNVAIL RESORTS INC$2,3290.00%9,251CommonSOLE
902973304USBUS BANCORP DEL NEW$2,2200.00%67,191CommonSOLE
718546104PSXPHILLIPS 66 COMMON$2,2180.00%23,252CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$2,1680.00%5,203CommonSOLE
231021106CMICUMMINS INC$2,1610.00%8,817CommonSOLE
09247X101BLKCHFBLACKROCK INC$2,1590.00%3,123CommonSOLE
14040H105COFCAPITAL ONE FINANCIAL$2,1310.00%19,488CommonSOLE
464287408IVEISHARES S&P 500 VL$2,0890.00%12,954CommonSOLE
103304101BYDBOYD GAMING CORP$2,0790.00%29,970CommonSOLE
204448104BVNCOMPANIA DE MINAS ADR$2,0730.00%282,065CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC-CL A$2,0670.00%9,146CommonSOLE
743315103PGRPROGRESSIVE CORP OHIO$2,0620.00%15,577CommonSOLE
637372202NRCNATIONAL RESEARCH CORP COM$2,0580.00%47,310CommonSOLE
278642103EBAYEBAY INC$2,0560.00%45,982CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$2,0510.00%3,797CommonSOLE
872590104TMUST-MOBILE US INC$2,0450.00%14,717CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$2,0410.00%2,839CommonSOLE
70975L107PENPENUMBRA INC$2,0400.00%5,930CommonSOLE
29670G102WTRGESSENTIAL UTILITIES INC$2,0380.00%51,082CommonSOLE
670346105NUENUCOR CORP$2,0350.00%12,410CommonSOLE
91913Y100VLOVALERO ENERGY NEW$2,0330.00%17,329CommonSOLE
78464A763SDYSPDR S&P DIVIDEND ETF$2,0300.00%16,560CommonSOLE
808524797SCHDSCHWAB US DIVIDEND EQUITY$2,0260.00%27,905CommonSOLE
02209S103MOALTRIA GROUP INC$2,0170.00%44,515CommonSOLE
40434L105HPQHP INC$2,0150.00%65,621CommonSOLE
31428X106FDXFEDEX CORP$2,0100.00%8,105CommonSOLE
127097103CTRACOTERRA ENERGY INC$2,0060.00%79,316CommonSOLE
88579Y101MMM3M CO$1,9960.00%19,947CommonSOLE
256677105DGDOLLAR GENERAL CORP$1,9900.00%11,727CommonSOLE
464288240ACWXISHARES MSCI ACWI EX-US$1,9840.00%40,318CommonSOLE
15135U109CVECENOVUS ENERGY$1,9830.00%116,739CommonSOLE
G3421J106FERG1GBXFERGUSON PLC$1,9810.00%12,585CommonNONE
693718108PCARPACCAR INC COM$1,9790.00%23,671CommonSOLE
884903808TRI4EURTHOMSON REUTERS CORP$1,9730.00%14,620CommonSOLE
194162103CLCOLGATE-PALMOLIVE CO$1,9600.00%25,424CommonSOLE
704326107PAYXPAYCHEX INC$1,9430.00%17,366CommonSOLE
24343R106DECIBEL THERAPEUTICS INC$1,9020.00%494,071CommonSOLE
14448C104CARRCARRIER GLOBAL CORP$1,8730.00%37,686CommonSOLE
192446102CTSHCOGNIZANT TECHNLGY$1,8160.00%27,812CommonSOLE

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.