MondegarAI
BESSEMER GROUP INC

Q3 2024 · 13F-HR

BESSEMER GROUP INCholdings as filed

Filed 2024-11-12 · accession 0000893838-24-000078

$60.7M
Reported value
2,648
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 2648

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$3.4M5.56%7,839,670CommonSOLE
037833100AAPLAPPLE INC$3.1M5.03%13,115,732CommonSOLE
67066G104NVDANVIDIA CORP$2.9M4.73%23,636,349CommonSOLE
023135106AMZNAMAZON.COM INC$2.0M3.29%10,715,276CommonSOLE
02079K107GOOGALPHABET INC CLASS C$1.7M2.88%10,461,205CommonSOLE
30303M102METAMETA PLATFORMS INC$1.5M2.48%2,635,011CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$1.2M2.05%5,906,710CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$1.2M1.92%1,992,096CommonSOLE
11135F101AVGOBROADCOM INC$1.1M1.74%6,115,749CommonSOLE
92826C839VVISA INC$1.0M1.72%3,804,866CommonSOLE
65339F101NEENEXTERA ENERGY INC$697,0461.15%8,246,146CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$695,6121.15%784,653CommonSOLE
337738108FISVFISERV INC$688,9651.13%3,835,037CommonSOLE
060505104BACBANK OF AMERICA CORP$629,9261.04%15,875,166CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$622,7771.03%1,385,089CommonSOLE
143658300CCL1EURCARNIVAL CORP CL A$622,7031.03%33,696,062CommonSOLE
931142103WMTWALMART INC$607,1151.00%7,518,469CommonSOLE
235851102DHRDANAHER CORP$570,0240.94%2,050,302CommonSOLE
464287200IVVISHARES TR S&P 500 INDEX$558,6050.92%968,421CommonSOLE
68389X105ORCLORACLE CORP$550,3830.91%3,229,944CommonSOLE
548661107LOWLOWES COS INC$525,4730.87%1,940,088CommonSOLE
09260D107BXBLACKSTONE INC$524,3280.86%3,424,068CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHG INC$495,1810.82%3,082,547CommonSOLE
03073E105CORCENCORA INC$490,9960.81%2,181,428CommonSOLE
89400J107TRUTRANSUNION$477,7980.79%4,563,499CommonSOLE
58733R102MELIMERCADOLIBRE INC$459,6590.76%224,009CommonSOLE
166764100CVXCHEVRON CORP$447,7870.74%3,040,594CommonSOLE
922908363VOOVANGUARD S&P 500 ETF$435,4960.72%825,318CommonSOLE
67103H107ORLYOREILLY AUTO INC NEW$432,9810.71%375,983CommonSOLE
81369Y886XLUUTILITIES SELECT SECT SPDR$419,6240.69%5,194,652CommonSOLE
443201108HWMHOWMET AEROSPACE INC$407,5650.67%4,065,494CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC$401,9700.66%649,840CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$397,4140.65%752,576CommonSOLE
366651107ITGARTNER INC CL A$384,1410.63%758,028CommonSOLE
G25508105CRHCRH PLC$380,6640.63%4,104,642CommonSOLE
G29183103ETNEATON CORP PLC$373,0380.61%1,125,503CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY CL B$352,4600.58%765,785CommonSOLE
57636Q104MAMASTERCARD CL A$334,8600.55%678,128CommonSOLE
78409V104SPGIS&P GLOBAL INC.$322,9990.53%625,212CommonSOLE
874054109TTWOTAKE-2 INTERACTIVE$305,2240.50%1,985,724CommonSOLE
912008109USFDUS FOODS HOLDING CORP$299,5730.49%4,871,106CommonSOLE
09857L108BKNGBOOKING HLDGS INC$296,0030.49%70,274CommonSOLE
922042718VSSVANGUARD FTSE ALL$291,0570.48%2,310,722CommonSOLE
532457108LLYLILLY ELI & CO$279,2940.46%315,252CommonSOLE
43300A203HLTHILTON WORLDWIDE HOLDINGS$276,7820.46%1,200,784CommonSOLE
G8473T100STESTERIS PLC$275,4510.45%1,135,691CommonSOLE
20825C104COPCONOCOPHILLIPS$271,5820.45%2,579,607CommonSOLE
502431109LHXL3 HARRIS TECHNOLOGIES INC$270,9380.45%1,139,022CommonSOLE
74340W103PLDPROLOGIS INC$270,7500.45%2,144,047CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$267,0930.44%3,703,450CommonSOLE
184496107CLHCLEAN HARBORS INC$262,3930.43%1,085,568CommonSOLE
G54950103LINLINDE PLC$257,3930.42%539,765CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CI$256,7200.42%2,999,286CommonSOLE
00287Y109ABBVABBVIE INC$253,9140.42%1,285,767CommonSOLE
69331C108PCGPG & E CORP$252,1680.42%12,755,065CommonSOLE
81369Y209XLVHEALTH CARE SELECT SPDR$251,7400.41%1,634,476CommonSOLE
023608102AEEAMEREN CORP$248,7900.41%2,844,621CommonSOLE
806857108SLBSCHLUMBERGER LTD$247,5920.41%5,902,017CommonSOLE
G4705A100ICLRICON PLC$245,7390.40%855,307CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDGS$242,0340.40%1,487,055CommonSOLE
58155Q103MCKMCKESSON CORP$241,1310.40%487,705CommonSOLE
363576109AJGGALLAGER ARTHUR J & CO$239,4930.39%851,168CommonSOLE
892672106TWTRADEWEB MARKETS INC$238,0920.39%1,925,214CommonSOLE
78709Y105SAIASAIA INC COM$233,9400.39%535,011CommonSOLE
46435G326IDEVISHARES CORE MSCI INTERNAT$233,5990.38%3,298,013CommonSOLE
74762E102QUREQUANTA SERVICES INC$231,8440.38%777,607CommonSOLE
631103108NDAQNASDAQ INC.$225,2910.37%3,085,760CommonSOLE
05550J101BJBJS WHOLESALE CLUB HOLDIN$224,9320.37%2,727,130CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL$223,6110.37%3,880,815CommonSOLE
34959E109FTNTFORTINET INC$220,4310.36%2,842,423CommonSOLE
747525103QCOMQUALCOMM INC$218,6710.36%1,285,929CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$217,5050.36%772,999CommonSOLE
824348106SHWSHERWIN-WILLIAMS CO$216,6180.36%567,553CommonSOLE
58933Y105MRKMERCK & CO INC NEW$215,8680.36%1,900,918CommonSOLE
48251W104KKRKKR & CO INC$213,2350.35%1,632,985CommonSOLE
78351F107RYANRYAN SPECIALTY HOLDNGS INC$212,6620.35%3,203,240CommonSOLE
718172109PMPHILIP MORRIS INTL INC$209,6720.35%1,727,121CommonSOLE
142339100CSLCARLISLE COS$207,9460.34%462,363CommonSOLE
294429105EFXEQUIFAX INC$207,1850.34%705,042CommonSOLE
92343V104VZVERIZON COMMUNICATIONS$204,5580.34%4,554,843CommonSOLE
036752103ELVELEVANCE HEALTH INC$203,0790.33%390,535CommonSOLE
437076102HDHOME DEPOT$202,1290.33%498,834CommonSOLE
653656108NICENICE LTD ADR$199,5080.33%1,148,774CommonSOLE
05352A100AVTRAVANTOR INC$197,9130.33%7,650,314CommonSOLE
29362U104ENTGENTEGRIS INC$197,8730.33%1,758,397CommonSOLE
216648501COOCOOPER COS INC/THE$197,5050.33%1,789,967CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$195,4650.32%1,229,879CommonSOLE
482480100KLACKLA CORPORATION$193,5130.32%249,885CommonSOLE
464288281EMBISHARES J.P. MORGAN USD EMERGI$192,9360.32%2,061,724CommonSOLE
911363109URIUNITED RENTALS INC$192,7210.32%238,007CommonSOLE
02079K305GOOGLALPHABET INC. CLASS A$191,7370.32%1,156,087CommonSOLE
81369Y506XLEENERGY SELECT SECTOR$180,0540.30%2,050,736CommonSOLE
59156R108METMETLIFE INC COM$178,8960.29%2,168,957CommonSOLE
00846U101AAGILENT TECHNOLOGIES$173,7990.29%1,170,522CommonSOLE
971378104WSCWILLSCOT HOLDINGS CORP$173,4560.29%4,613,155CommonSOLE
12514G108CDWCDW CORP/DE$172,8500.28%763,810CommonSOLE
053332102AZOAUTOZONE INC$170,2320.28%54,041CommonSOLE
21874C102CNMCORE & MAIN INC$169,3590.28%3,814,426CommonSOLE
11271J107BNBROOKFIELD CORPORATION$169,3560.28%3,186,332CommonSOLE
46120E602ISRGINTUITIVE SURGICAL$167,7710.28%341,504CommonSOLE
58506Q109MEDPMEDPACE HOLDINGS$167,1580.28%500,769CommonSOLE
30231G102XOMEXXON MOBIL CORP$164,8590.27%1,406,393CommonSOLE
96208T104WEXWEX INC$164,8410.27%785,971CommonSOLE
538034109LYVLIVE NATION ENTERTMNT INC$163,2610.27%1,491,105CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$162,0830.27%940,150CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS NV$155,0160.26%645,875CommonSOLE
26441C204DUKDUKE ENERGY HLDG CORP$153,5190.25%1,331,482CommonSOLE
828806109SPGSIMON PROP GROUP$152,6100.25%902,907CommonSOLE
78462F103SPYS&P 500 DEP RCPTS$152,4550.25%265,711CommonSOLE
929740108WABWABTEC CORP$152,3120.25%837,936CommonSOLE
N07059210ASMLASML HOLDING NV ADR$151,7770.25%182,150CommonSOLE
217204106CPRTCOPART INC$150,6040.25%2,874,139CommonSOLE
002824100ABTABBOTT LABORATORIES$150,5130.25%1,320,178CommonSOLE
149123101CATCATERPILLAR INC$149,2760.25%381,663CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP$146,9170.24%610,373CommonSOLE
49456B101KMIKINDER MORGAN INC$145,9410.24%6,606,727CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$143,0710.24%1,903,557CommonSOLE
92189F791GDXJVANECK JR GOLD MINERS ETF$138,9450.23%2,846,650CommonSOLE
05464C101AXONAXON ENTERPRISE INC$137,7810.23%344,798CommonSOLE
742718109PGPROCTER & GAMBLE CO$136,6570.23%789,008CommonSOLE
907818108UNPUNION PACIFIC CORP$136,3030.22%552,997CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEMS INC$135,3450.22%499,368CommonSOLE
438516106HONHONEYWELL INTL INC$134,5370.22%650,849CommonSOLE
64110L106NFLXNETFLIX INC$133,8960.22%188,778CommonSOLE
191216100KOCOCA-COLA COMPANY$133,5380.22%1,858,295CommonSOLE
808524805SCHFSCHWAB INTERNATIONAL EQUIT$131,3420.22%3,194,063CommonSOLE
78464A870XBISPDR SERIES TR S&P BIOTEH$128,7330.21%1,302,968CommonSOLE
882508104TXNTEXAS INSTRUMENTS INC$127,4780.21%617,113CommonSOLE
478160104JNJJOHNSON & JOHNSON$127,4370.21%786,354CommonSOLE
94106L109WMWASTE MANAGEMENT INC NEW$126,9430.21%611,475CommonSOLE
22052L104CTVACORTEVA INC$125,4630.21%2,134,064CommonSOLE
81762P102NOWSERVICENOW INC$124,4240.20%139,117CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$120,3240.20%1,106,938CommonSOLE
617446448MSMORGAN STANLEY GRP INC$119,5300.20%1,146,678CommonSOLE
89832Q109TFCTRUIST FINANCIAL CORP$115,4890.19%2,700,243CommonSOLE
744320102PRUPRUDENTIAL FINANCIAL$113,9260.19%940,756CommonSOLE
580135101MCDMCDONALDS CORP$113,0830.19%371,357CommonSOLE
03027X100AMTAMERICAN TOWER CORP$111,5860.18%479,817CommonSOLE
031100100AMEAMETEK INC NEW$106,0610.17%617,671CommonSOLE
464287804IJRISHARES S&P SMCAP 600 INDX$105,5650.17%902,562CommonSOLE
464288588MBBISHARES MBS ETF$95,2300.16%993,955CommonSOLE
372460105GPCGENUINE PARTS CO$94,6300.16%677,482CommonSOLE
15872M104APY1EURCHAMPIONX CORP$94,3360.16%3,128,850CommonSOLE
92939U106WECWEC ENERGY GROUP INC$91,8400.15%954,882CommonSOLE
G7S00T104PNRPENTAIR PLC$91,5620.15%936,321CommonSOLE
464287507IJHISHARES TR S&P MIDCAP 400$90,8500.15%1,457,815CommonSOLE
25809K105DASHDOORDASH INC$89,5490.15%627,394CommonSOLE
92189H607OIHVANECK VECTORS OIL SERVICE$89,4010.15%315,113CommonSOLE
855244109SBUXSTARBUCKS CORP$89,3660.15%916,653CommonSOLE
922908736VUGVANGUARD GROWTH FDS$87,7290.14%228,504CommonSOLE
78464A359CWBSPDR BLOOMBERG CONVERTIBLE SEC$87,2040.14%1,138,584CommonSOLE
713448108PEPPEPSICO INC$86,2680.14%507,309CommonSOLE
87612E106TGTTARGET CORP$86,0650.14%552,196CommonSOLE
78468R556XOPSPDR S&P OIL & GAS EXPLORA$85,8960.14%653,104CommonSOLE
82509L107SHOPSHOPIFY INC$82,9810.14%1,035,439CommonSOLE
922042858VWOVANGUARD FTSE EMER MKT ETF$82,8910.14%1,732,301CommonSOLE
78464A698KRESPDR S&P REGIONAL BK ETF$81,7440.13%1,444,235CommonSOLE
20030N101CMCSACOMCAST CORP CL A NEW$80,1370.13%1,918,556CommonSOLE
G3643J108FLUTFLUTTER ENTERTAINMENT PLC$80,0820.13%337,502CommonSOLE
679580100ODFLOLD DOMINION FREIGHT$78,9570.13%397,496CommonSOLE
443510607HUBBHUBBELL INC$78,6940.13%183,713CommonSOLE
12510Q100CCCCCC INTELLIGENT SOLUTIONS$78,6350.13%7,116,316CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING$77,7680.13%281,027CommonSOLE
46434G103IEMGISHARES CORE MSCI EM MKTS$74,4920.12%1,297,503CommonSOLE
G87052109TELTE CONNECTIVITY PLC$74,3320.12%492,302CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$73,8200.12%380,793CommonSOLE
654106103NKENIKE INC CL B$71,5370.12%809,220CommonSOLE
922908769VTIVANGUARD TOTAL STK MKT FD$69,1650.11%244,260CommonSOLE
679295105OKTAOKTA INC$66,4420.11%893,770CommonSOLE
452308109ITWILLINOIS TOOL WORKS INC$66,0280.11%251,944CommonSOLE
252131107DXCMDEXCOM INC$64,6210.11%963,908CommonSOLE
852234103XYZBLOCK INC$62,7480.10%934,710CommonSOLE
G5960L103MDTMEDTRONIC PLC$61,1460.10%679,169CommonSOLE
244199105DEDEERE & CO$60,2610.10%144,395CommonSOLE
73278L105POOLPOOL CORP$60,1040.10%159,510CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$59,7020.10%73,157CommonSOLE
015271109AREALEXANDRIA REAL EST EQ INC$58,6630.10%494,004CommonSOLE
49177J102KVUEKENVUE INC$57,8780.10%2,502,279CommonSOLE
464287689IWVRUSS 3000 INDEX$56,5500.09%173,080CommonSOLE
778296103ROSTROSS STORES INC$55,3640.09%367,846CommonSOLE
464288257ACWIISHARES MSCI ACWI INDX FD$51,4440.08%430,310CommonSOLE
922908744VTVVANGUARD INDEX FDS VA ETF$50,7410.08%290,665CommonSOLE
922908751VBVANGUARD SMALL CAP$50,2710.08%211,928CommonSOLE
049468101TEAMATLASSIAN CORP PLC$49,3260.08%310,600CommonSOLE
464288414MUBISHARES NATL MUNI BD ETF$49,1700.08%452,638CommonSOLE
18915M107NETCLOUDFLARE INC$48,9470.08%605,121CommonSOLE
922908629VOVANGUARD MID CAP VIPERS$46,5990.08%176,627CommonSOLE
46138E511PGXINVESCO PREFERRED ETF$43,0050.07%3,482,215CommonSOLE
427866108HSYTHE HERSHEY COMPANY$42,5780.07%222,008CommonSOLE
115637209BF/BBROWN FORMAN CORP CL B$42,1090.07%855,879CommonSOLE
759916109RGENREPLIGEN CORP$37,9780.06%255,191CommonSOLE
833445109SNOWSNOWFLAKE INC$37,8260.06%329,328CommonSOLE
109194100BFAMBRIGHT HORIZONS FAMILY$37,8100.06%269,814CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$35,3080.06%138,829CommonSOLE
40415F101HDBHDFC BANK LTD ADR REPS3$34,3120.06%548,461CommonSOLE
224408104CRCRANE CO$33,5320.06%211,853CommonSOLE
902673102UFPTUFP TECHNOLOGIES INC$33,5170.06%105,829CommonSOLE
03820C105AITAPPLIED INDL TECH INC COM$32,6220.05%146,203CommonSOLE
33768G107FCFSFIRSTCASH HOLDINGS INC$31,3380.05%272,977CommonSOLE
33767E202FSVFIRSTSERVICE CORP$31,2630.05%171,339CommonSOLE
92206C870VCITVANGUARD INT-TERM CORP$31,2380.05%372,972CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$29,8040.05%168,764CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$29,7830.05%162,810CommonSOLE
302081104EXLSEXLSERVICE HLDGS INC$29,1020.05%762,814CommonSOLE
67000B104NOVTNOVANTA INC$29,0690.05%162,473CommonSOLE
80874P109LNWOLIGHT & WONDER INC.$28,7100.05%316,431CommonSOLE
626755102MUSAMURPHY USA INC COM$28,6610.05%58,151CommonSOLE
29358P101ENSGENSIGN GROUP INC THE$28,2070.05%196,120CommonSOLE
829073105SSDSIMPSON MFG$28,1260.05%147,047CommonSOLE
72703H101PLNTPLANET FITNESS INC$27,9030.05%343,548CommonSOLE
82452J109FOURSHIFT4 PAYMENTS INC$27,8280.05%314,090CommonSOLE
497266106KEXKIRBY CORP$27,4510.05%224,213CommonSOLE
46090E103QQQINVESCO QQQ TR UNIT SER 1$27,2270.04%55,786CommonSOLE
28618M106ESIELEMENT SOLUTIONS INC$27,1420.04%999,353CommonSOLE
343412102FLRFLUOR CORP NEW COM$26,9390.04%564,646CommonSOLE
124805102CBZCBIZ INC$26,9290.04%400,204CommonSOLE
316773100FITBFIFTH THIRD BANCORP$26,5560.04%619,890CommonSOLE
407497106HLNEHAMILTON LANE INC$26,4790.04%157,246CommonSOLE
750491102RDNTRADNET INC$26,4530.04%381,233CommonSOLE
49714P108KNSLKINSALE CAPITAL GROUP INC$26,1320.04%56,129CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$26,1020.04%395,550CommonSOLE
840441109SSBUSDSOUTH ST CORP NPV$25,8900.04%266,416CommonSOLE
683344105ONTOONTO INNOVATION INC$25,8160.04%124,384CommonSOLE
009066101ABNBAIRBNB INC$25,6140.04%201,983CommonSOLE
78377T107RHPRYMAN HOSPITALTY PPTYS INC$24,8630.04%231,846CommonSOLE
922042775VEUVNGRD FTSE ALL-WORLD EX-US$24,7170.04%392,348CommonSOLE
464287655IWMISHARES TR RUSSELL 2000$24,5450.04%111,121CommonSOLE
922042742VTVANGUARD TOT WORLD STK$24,0620.04%201,022CommonSOLE
231561101CWCURTISS WRIGHT CORP$24,0560.04%73,188CommonSOLE
10948C107BVBRIGHTVIEW HOLDINGS INC$23,8560.04%1,515,548CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH$23,7620.04%123,242CommonSOLE
199908104FIXCOMFORT SYSTEMS USA INC$23,6540.04%60,596CommonSOLE
808513105SCHWSCHWAB CHARLES CORP NEW$23,5750.04%363,731CommonSOLE
85254J102STAGSTAG INDUSTRIAL INC$23,5570.04%602,607CommonSOLE
78463M107SPSCSPS COMMERCE INC$23,3580.04%120,303CommonSOLE
88160R101TSLATESLA INC$23,3550.04%89,268CommonSOLE
88146M101TRNOTERRENO RLTY CORP$23,2630.04%348,080CommonSOLE
G1151C101ACNACCENTURE PLC CL A$23,2140.04%65,674CommonSOLE
03209R103AMPHAMPHASTAR PHARMACEUTICALS$23,1500.04%477,021CommonSOLE
26856L103ELFELF BEAUTY INC$23,0830.04%211,715CommonSOLE
75524B104RBCRBC BEARING INC COM$23,0190.04%76,889CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY CL A$22,1180.04%32CommonSOLE
624756102MLIMUELLER INDS INC$21,7880.04%294,034CommonSOLE
680033107ONBOLD NATIONAL BANCORP IND$21,7230.04%1,164,128CommonSOLE
147448104CWSTCASELLA WASTE SYSTEM CL A$21,5160.04%216,269CommonSOLE
553498106MSAMSA SAFETY INC$21,3330.04%120,295CommonSOLE
830830105SKYCHAMPION HOMES INC$21,3140.04%224,723CommonSOLE
974155103WINGWINGSTOP INC$21,2650.04%51,109CommonSOLE
249906108DSGXDESCARTES SYSTEMS GRP$21,2410.03%206,294CommonSOLE
92538J106VERXVERTEX INC$20,7490.03%538,821CommonSOLE
921946406VYMVANGUARD HIGH DIVIDEND YLD$20,6300.03%160,925CommonSOLE
G3198U102ESNTESSENT GROUP LTD$20,5810.03%320,127CommonSOLE
928881101VNTVONTIER CORP$20,5810.03%609,964CommonSOLE
149568107CVCOCAVCO INDS INC$20,5460.03%47,977CommonSOLE
884903808TRI4EURTHOMSON REUTERS CORP$20,3190.03%119,029CommonSOLE
450056106IRTCIRHYTHM TECHNOLOGIES INC$19,9180.03%268,281CommonSOLE
974250102WINAWINMARK CORP$19,5250.03%50,985CommonSOLE
78463X541GNRSPDR S&P GL NAT RESOURCES$19,4290.03%336,909CommonSOLE
464286525ACWVISHARES MSCI GLBL MIN VOL$19,2620.03%168,188CommonSOLE
073685109BECNUSDBEACON ROOFING SUPPLY$19,1270.03%221,306CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$18,9390.03%33,247CommonSOLE
224441105CXTCRANE NXT CO$18,8160.03%335,409CommonSOLE
559663109MGYMAGNOLIA OIL & GAS CORP$18,7780.03%768,971CommonSOLE
038222105AMATAPPLIED MATERIALS$18,6530.03%92,317CommonSOLE
00724F101ADBEADOBE INC$18,1790.03%35,107CommonSOLE
201723103CMCCOMMERCIAL METALS CO$18,1300.03%329,884CommonSOLE
127203107WHDCACTUS INC$17,9290.03%300,484CommonSOLE
87161C501SYU1SYNOVUS FINL CORP$17,7020.03%398,065CommonSOLE
72346Q104PINNACLE FINANCIAL PRTNRS$17,6730.03%180,393CommonSOLE
00402L107ASOACADEMY SPORTS & OUTDOORS$17,5710.03%301,088CommonSOLE
45384B106IBTXUSDINDEPENDENT BANK GROUP INC$17,3800.03%301,402CommonSOLE
113004105BAMBROOKFIELD ASSET MGMT LTD$17,1710.03%362,894CommonSOLE
576485205MTDRMATADOR RES CO$17,0970.03%345,950CommonSOLE
922042874VGKVANGUARD MSCI EUROPE ETF$16,9230.03%238,007CommonSOLE
86614U1007SUSUMMIT MATLS INC$16,4950.03%422,636CommonSOLE
459200101IBMINTERNATIONAL BUS MACHINES$16,4640.03%74,476CommonSOLE
7495271071RGREV GROUP INC$16,3000.03%580,919CommonSOLE
88224Q107TCBITEXAS CAPITAL BANCSHARES$16,2830.03%227,862CommonSOLE
79466L302CRMSALESFORCE INC$16,1510.03%59,007CommonSOLE
464288612GVIISHARES INT GOV/CRED$15,9300.03%148,744CommonSOLE
45768S105IOSPINNOSPEC INC$15,8880.03%140,489CommonSOLE
45780R101IBPINSTALLED BUILDING PRODUCT$15,8100.03%64,199CommonSOLE
55306N104MKSIMKS INSTRUMENTS$15,5020.03%142,600CommonSOLE
031162100AMGNAMGEN INC$15,1570.02%47,045CommonSOLE
17888H103CIVICIVITAS RESOURCES INC$15,0490.02%297,009CommonSOLE
922908652VXFVANGUARD INDEX EXTEND MKT$14,9000.02%81,869CommonSOLE
42226A107HQYHEALTHEQUITY INC$14,8940.02%181,963CommonSOLE
346375108FORMFORM FACTOR INC$14,7620.02%320,939CommonSOLE
12532H104GIBCGI INC$14,5640.02%126,467CommonSOLE
464287614IWFISHARES TR RUSSELL 1000GRW$14,3150.02%38,137CommonSOLE
464287622IWBISHARES RUSS 1000 INDEX$13,5570.02%43,121CommonSOLE
126600105CVBFCVB FINL CORP COM$13,2810.02%745,321CommonSOLE
17275R102CSCOCISCO SYSTEMS INC$13,1570.02%247,233CommonSOLE
458334109IPARINTER PARFUMS INC$12,9420.02%99,946CommonSOLE
62944T105NVRNVR INC COM$12,7840.02%1,303CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC$12,6720.02%157,822CommonSOLE
05478C105AZEKAZEK CO INC/THE$12,6150.02%269,541CommonSOLE
693475105PNCPNC FINANCIAL SVS GRP$12,4110.02%67,143CommonSOLE
38141G104GSGOLDMAN SACHS GROUP$12,0690.02%24,377CommonSOLE
21044C107ROADCONSTRUCTION PARTNERS INC$11,8830.02%170,247CommonSOLE
294268107PLUSEPLUS INC$11,8550.02%120,563CommonSOLE
461202103INTUINTUIT$11,8320.02%19,052CommonSOLE
Y41053102INSWINTERNATIONAL SEAWAYS INC$11,4050.02%221,182CommonSOLE
115637100BF/ABROWN-FORMAN CORP A$11,3890.02%236,896CommonSOLE
254543101DIODDIODES INC$11,2810.02%176,001CommonSOLE
256135203RDYDR. REDDYS LAB ADR$11,2810.02%141,991CommonSOLE
874039100TSMTAIWAN SEMI MFG CO ADR$11,2020.02%64,499CommonSOLE
921943858VEAVANGUARD FTSE DEVL ETF$11,1940.02%211,964CommonSOLE
059460303BBDBANCO BRADESCO ADR PFD$11,1640.02%4,197,165CommonSOLE
750723108RADLYRAIA DROGASIL SA ADR$11,1010.02%2,358,989CommonSOLE
025816109AXPAMERICAN EXPRESS$11,0820.02%40,867CommonSOLE
369604301GEGE AEROSPACE$11,0780.02%58,737CommonSOLE
76155X100RVMDREVOLUTION MEDICINES INC$11,0450.02%243,558CommonSOLE
872540109TJXTJX COMPANIES INC$11,0360.02%93,898CommonSOLE
456788108INFYINFOSYS LTD ADR$10,8190.02%485,776CommonSOLE
53115L104LBRTLIBERTY OILFIELD SERVICES$10,7870.02%565,082CommonSOLE
125523100CITHE CIGNA GROUP$9,8460.02%28,422CommonSOLE
370334104GISGENERAL MILLS INC$9,7860.02%132,515CommonSOLE
969457100WMBWILLIAMS COMPANIES INC$9,5150.02%208,443CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$9,3220.02%15,946CommonSOLE
464287598IWDISHARES TR RUSSELL 1000VAL$9,3190.02%49,101CommonSOLE
046353108AZNNASTRAZENECA PLC SPON ADR$9,2950.02%119,302CommonSOLE
949746101WMT2WELLS FARGO & CO NEW$9,1630.02%162,209CommonSOLE
670100205NVONOVO NORDISK A S ADR$9,1610.02%76,931CommonSOLE
46434V696IPACISHARES CORE MSCI PACIFIC$9,1080.02%136,766CommonSOLE
311900104FASTFASTENAL INC COM$9,0890.01%127,253CommonSOLE
059520106BCHBANCO DE CHILE ADR$8,9960.01%355,455CommonSOLE
78463V107GLDSPDR GOLD TRUST$8,9880.01%36,978CommonSOLE
592688105MTDMETTLER-TOLEDO INTL$8,9870.01%5,993CommonSOLE
23331A109DHIDR HORTON INC$8,9320.01%46,820CommonSOLE
988498101YUMYUM BRANDS INC$8,9270.01%63,889CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$8,7420.01%25,576CommonSOLE
74736L109QTWOQ2 HLDGS INC$8,5180.01%106,791CommonSOLE
22822V101CCICROWN CASTLE INC$8,4020.01%70,814CommonSOLE
032654105ADIANALOG DEVICES$8,3570.01%36,310CommonSOLE
745867101PHMPULTE GROUP INC$8,3120.01%57,917CommonSOLE
46641Q217BBJPJPMORGAN BETABUILDERS JAPA$8,1280.01%137,112CommonSOLE
921908844VIGVANGUARD DIVIDEND APPREC$7,9130.01%39,955CommonSOLE
863667101SYKSTRYKER CORP$7,8930.01%21,848CommonSOLE
872590104TMUST-MOBILE US INC$7,8870.01%38,223CommonSOLE
82900L102SMPLSIMPLY GOOD FOODS CO$7,8120.01%224,661CommonSOLE
03076C106AMPAMERIPRISE FINANCIAL INC$7,7610.01%16,520CommonSOLE
55261F104MTBM&T BANK CORP$7,6780.01%43,102CommonSOLE
001055102AFLAFLAC INC$7,4760.01%66,866CommonSOLE
92206C771VMBSVANGUARD MORTGAGE-BACK SEC$7,3680.01%156,076CommonSOLE
375558103GILDGILEAD SCIENCES$7,3440.01%87,594CommonSOLE
609207105MDLZMONDELEZ INTERNATIONAL INC$7,3390.01%99,630CommonSOLE
780087102RYROYAL BANK OF CANADA$7,2980.01%58,419CommonSOLE
941848103WATWATERS CORP$7,2820.01%20,237CommonSOLE
00206R102TAT&T INC$7,1990.01%327,311CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CP CL A$7,1700.01%19,360CommonSOLE
384802104GWWW W GRAINGER INC$7,1660.01%6,899CommonSOLE
46432F842IEFAISHARES CORE MSCI EAFE ETF$7,1260.01%91,307CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$7,0860.01%12,139CommonSOLE
902973304USBUS BANCORP DEL NEW$7,0350.01%153,829CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$7,0330.01%18,089CommonSOLE
303250104FICOFAIR ISACC CORP$6,9390.01%3,570CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS$6,8790.01%14,790CommonSOLE
67080M103NRIXNURIX THERAPEUTICS INC$6,8770.01%306,053CommonSOLE
682189105ONON-SEMICONDUCTOR CORP$6,8100.01%93,792CommonSOLE
H1467J104CBCHUBB LIMITED$6,7480.01%23,401CommonSOLE
526057104LENLENNAR CORP$6,7430.01%35,965CommonSOLE
172967424CCITIGROUP INC$6,7390.01%107,630CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$6,7150.01%75,370CommonSOLE
018802108LNTALLIANT ENERGY CORP$6,6630.01%109,792CommonSOLE
46137V357RSPINVESCO EXCH-TRAD-S&P EQL$6,6540.01%37,140CommonSOLE
253868103DLRDIGITAL RLTY TR INC COM$6,6080.01%40,832CommonSOLE
032095101APHAMPHENOL CORP$6,6040.01%101,366CommonSOLE
464287499IWRISHARES RUSSELL MIDCAP ETF$6,5310.01%74,092CommonSOLE
09073M104TECHBIO-TECHNE CORP NPV$6,5210.01%81,589CommonSOLE
040413106ANETEURARISTA NETWORKS INC$6,4810.01%16,883CommonSOLE
16411R208LNGCHENIERE ENERGY INC$6,4780.01%36,019CommonSOLE
464287465EFAISHRS MSCI EAFE IND FND$6,4750.01%77,429CommonSOLE
464288273SCZISHARES MSCI EAFE SM$6,4520.01%95,311CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$6,4190.01%28,774CommonSOLE
701094104PHPARKER-HANNIFIN CORP$6,4060.01%10,141CommonSOLE
45168D104IDXXIDEXX LABS CORP$6,4020.01%12,674CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC-CL A$6,3850.01%23,825CommonSOLE
278642103EBAYEBAY INC$6,3740.01%97,890CommonSOLE
723484101PNWPINNACLE WEST CAPITAL CORP$6,2780.01%70,857CommonSOLE
983793100XPOXPO INC$6,2530.01%58,159CommonSOLE
G0403H108AONAON PLC$6,2320.01%18,008CommonSOLE
949746804WFC 7.5 PERP LWELLS FARGO CO CV PFD$6,1520.01%4,798CommonSOLE
98978V103ZTSZOETIS INC$6,0800.01%31,117CommonSOLE
81369Y308XLPCONSUMER STAPLES INDEX FD$6,0610.01%73,024CommonSOLE
704326107PAYXPAYCHEX INC$6,0350.01%44,960CommonSOLE
04621X108AIZASSURANT INC$6,0130.01%30,236CommonSOLE
892356106TSCOTRACTOR SUPPLY$5,9720.01%20,529CommonSOLE
729139105PLRXPLIANT THERAPEUTICS INC$5,9650.01%532,174CommonSOLE
550021109LULULULULEMON ATHLETICA INC$5,9420.01%21,900CommonSOLE
134429109CPBCAMPBELL SOUP CO$5,9190.01%120,972CommonSOLE
879369106TFXTELEFLEX INC$5,8890.01%23,810CommonSOLE
85205L107SWTXUSDSPRINGWORKS THERAPEUTICS I$5,8450.01%182,422CommonSOLE
466313103JBLJABIL INC$5,8010.01%48,411CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$5,7960.01%39,155CommonSOLE
03831W108APPAPPLOVIN CORP$5,7690.01%44,187CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$5,7670.01%80,243CommonSOLE
70959W103PAGPENSKE AUTO GROUP INC$5,7590.01%35,459CommonSOLE
29414B104EPAMEPAM SYSTEMS INC$5,6720.01%28,499CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$5,5980.01%108,175CommonSOLE
75513E101RTXRTX CORPORATION$5,5450.01%45,766CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$5,5200.01%5,252CommonSOLE
87583X109TNGXTANGO THERAPEUTICS INC$5,4550.01%708,384CommonSOLE
174610105CFGCITIZENS FINANCIAL GRP$5,3720.01%130,799CommonSOLE
56585A102MPCMARATHON PETE CORP$5,2240.01%32,071CommonSOLE
464287234EEMISHARES MSCI EMERGING MKTS$5,2170.01%113,760CommonSOLE
278865100ECLECOLAB INC$5,1960.01%20,350CommonSOLE
26875P101EOGEOG RES INC$5,1450.01%41,851CommonSOLE
92204A702VGTVANGUARD INFO TECH$5,1430.01%8,768CommonSOLE
525327102LDOSLEIDOS HLDGS INC$5,1260.01%31,448CommonSOLE
33939L407GUNRFLEXSHARES GLOBAL UPSTREAM$5,1240.01%124,213CommonSOLE
379577208GMEDGLOBUS MED INC$5,0910.01%71,168CommonSOLE
229899109CFRCULLEN FROST BANKERS$5,0540.01%45,180CommonSOLE
57667L107MTCHMATCH GROUP INC$5,0450.01%133,310CommonSOLE
74251V102PFGPRINCIPAL FINL GROUP INC$5,0410.01%58,695CommonSOLE
254687106DISWALT DISNEY CO$5,0390.01%52,380CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE NEW$5,0230.01%45,510CommonSOLE
194162103CLCOLGATE-PALMOLIVE CO$5,0170.01%48,331CommonSOLE
92840M102VSTVISTRA CORP$5,0170.01%42,327CommonSOLE
416515104HIGHARTFORD FINL SVS GRP$5,0150.01%42,636CommonSOLE
23918K108DVADAVITA INC$4,9940.01%30,466CommonSOLE
31428X106FDXFEDEX CORP$4,9650.01%18,144CommonSOLE
665859104NTRSNORTHERN TRUST CORP$4,9590.01%55,074CommonSOLE
315616102FFIVF5 INC$4,9320.01%22,400CommonSOLE
64110D104NTAPNETAPP INC$4,8950.01%39,633CommonSOLE
25754A201DPZDOMINOS PIZZA$4,8880.01%11,363CommonSOLE
760759100RSGREPUBLIC SERVICES INC$4,8850.01%24,324CommonSOLE
902653104UDRUDR INC$4,8770.01%107,565CommonSOLE
192446102CTSHCOGNIZANT TECHNLGY$4,8600.01%62,988CommonSOLE
464285204IAUISHARES GOLD TRUST$4,8570.01%97,724CommonSOLE
911312106UPSUNITED PARCEL SERVICE CL B$4,8100.01%35,280CommonSOLE
446413106HIIHUNTINGTON INGALLS INDUSTR$4,8030.01%18,165CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$4,7920.01%33,677CommonSOLE
629377508NRGNRG ENERGY INC$4,7890.01%52,573CommonSOLE
857477103STTSTATE ST CORP$4,7780.01%53,998CommonSOLE
714046109RVTYREVVITY INC$4,7730.01%37,358CommonSOLE
464287440IEFISHARES LEHMAN 7-10 YR TRS$4,7260.01%48,161CommonSOLE
12572Q105CMECME GROUP INC$4,7180.01%21,380CommonSOLE
231021106CMICUMMINS INC$4,7170.01%14,565CommonSOLE
744573106PEGPUBLIC SERV ENTERPRISE GP$4,6790.01%52,453CommonSOLE
126408103CSXCSX CORP$4,6700.01%135,274CommonSOLE
N3167Y103RACEFERRARI NV$4,6660.01%9,925CommonSOLE
14040H105COFCAPITAL ONE FINANCIAL$4,6540.01%31,077CommonSOLE
25179M103DVNDEVON ENERGY CORP$4,6510.01%118,908CommonSOLE
913903100UHSUNIV HEALTH SVC CLASS B$4,6330.01%20,229CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$4,6310.01%23,323CommonSOLE
159864107CRLCHARLES RIVER LABS$4,6240.01%23,476CommonSOLE
921937819BIVVANGUARD INTERMEDIATE BOND$4,5760.01%58,381CommonSOLE
45784P101PODDINSULET CORP$4,5620.01%19,600CommonSOLE
65249B109NWSANEWS CORP NEW$4,5260.01%169,995CommonSOLE
084423102WRBBERKLEY WR CORP$4,5260.01%79,776CommonSOLE
540424108LLOEWS CORP$4,5080.01%57,035CommonSOLE
052769106ADSKAUTODESK INC$4,5050.01%16,356CommonSOLE
133131102CPTCAMDEN PPTY TR SBI$4,4960.01%36,399CommonSOLE
369550108GDGENERAL DYNAMICS CORP$4,4930.01%14,865CommonSOLE
775711104ROLROLLINS INC$4,4900.01%88,765CommonSOLE
922908637VVVANGUARD LARGE-CAP ETF$4,4060.01%16,735CommonSOLE
136069101CMCDN IMPERIAL BK COMMER$4,3310.01%70,536CommonSOLE
29261A100EHCENCOMPASS HEALTH CORP$4,3220.01%44,740CommonSOLE
075887109BDXBECTON DICKINSON & CO$4,3160.01%17,901CommonSOLE
74144T108TROWT ROWE PRICE GROUP INC$4,2770.01%39,266CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$4,2670.01%43,208CommonSOLE
74460D109PSAPUBLIC STORAGE INC$4,2640.01%11,716CommonSOLE
896239100TRMBTRIMBLE INC$4,2560.01%68,543CommonSOLE
759509102RSRELIANCE INC$4,2460.01%14,681CommonSOLE
136375102CNICANADIAN NATL RAILWAY$4,2440.01%36,216CommonSOLE
891160509TDTORONTO DOMINION BANK$4,2250.01%66,773CommonSOLE
74736K101QRVOQORVO$4,1940.01%40,598CommonSOLE
136385101CNQCDN NATURAL RES LTD$4,1860.01%125,967CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$4,1830.01%31,833CommonSOLE
G0450A105ACGLARCH CAPITAL GROUP LTD$4,1830.01%37,383CommonSOLE
574599106MASMASCO CORP$4,1810.01%49,803CommonSOLE
126650100CVSCVS HEALTH CORP$4,1630.01%66,188CommonSOLE
75943R102RLAYRELAY THERAPEUTICS INC$4,1390.01%584,633CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPR WI$4,1390.01%202,304CommonSOLE
842587107SOSOUTHERN CO$4,1240.01%45,735CommonSOLE
717081103PFEPFIZER INC$4,0680.01%140,621CommonSOLE
053611109AVYAVERY DENNISON CORP$4,0480.01%18,335CommonSOLE
260003108DOVDOVER CORP$4,0420.01%21,078CommonSOLE
571903202MARMARRIOTT INTL INC NEW CL A$4,0280.01%16,204CommonSOLE
718546104PSXPHILLIPS 66 COMMON$4,0150.01%30,560CommonSOLE
127190304CACICACI INTERNATIONAL INC A$4,0150.01%7,955CommonSOLE
436440101HO1HOLOGIC INC$4,0030.01%49,142CommonSOLE
854502101SWKSTANLEY BLACK & DECKER INC$3,9750.01%36,098CommonSOLE
46284V101IRMIRON MTN INC$3,9590.01%33,311CommonSOLE
759351604RGAREINSURANCE GROUP AMER$3,9530.01%18,149CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$3,9490.01%4,273CommonSOLE
65473P105NINISOURCE INC$3,9290.01%113,391CommonSOLE
89417E109TRVTRAVELERS COS INC$3,9000.01%16,658CommonSOLE
74624M102PPURE STORAGE INC-CLASS A$3,8960.01%77,530CommonSOLE
655844108NSCNORFOLK SOUTHERN CORP$3,8860.01%15,642CommonSOLE
464287481IWPISHARES RUSSELL MID IND GR$3,8660.01%32,960CommonSOLE
086516101BBYBEST BUY INC$3,8570.01%37,343CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$3,8540.01%24,252CommonSOLE
125896100CMSCMS ENERGY CORP$3,8260.01%54,196CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$3,8220.01%23,293CommonSOLE
761152107RMDRESMED INC$3,8180.01%15,638CommonSOLE
87241L109TFIITFI INTERNATIONAL INC$3,8170.01%27,850CommonSOLE
293792107EPDENTERPRISE PRODS PARTNS LP$3,8110.01%130,914CommonSOLE
681919106OMCOMNICOM GROUP INC$3,7830.01%36,585CommonSOLE

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.