MondegarAI
TOCQUEVILLE ASSET MANAGEMENT L.P.

Q3 2024 · 13F-HR

TOCQUEVILLE ASSET MANAGEMENT L.P.holdings as filed

Filed 2024-11-08 · accession 0000919574-24-006247

$6.37B
Reported value
528
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 528

CUSIPTickerIssuerValue% port.SharesClassVoting
437076102HDHOME DEPOT INC$381.8M6.00%942,322CommonSOLE
594918104MSFTMICROSOFT CORP$232.7M3.65%540,696CommonSOLE
67066G104NVDANVIDIA CORPORATION$207.0M3.25%1,704,146CommonSOLE
037833100AAPLAPPLE INC$196.0M3.08%841,393CommonSOLE
023135106AMZNAMAZON COM INC$150.4M2.36%807,403CommonSOLE
02079K305GOOGLALPHABET INC$137.8M2.16%830,809CommonSOLE
02079K107GOOGALPHABET INC$116.7M1.83%698,093CommonSOLE
65339F101NEENEXTERA ENERGY INC$116.2M1.83%1,375,007CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$105.3M1.65%228,850CommonSOLE
464285204IAUISHARES GOLD TR$100.6M1.58%2,023,770CommonSOLE
747525103QCOMQUALCOMM INC$99.2M1.56%583,147CommonSOLE
58933Y105MRKMERCK & CO INC$89.7M1.41%789,647CommonSOLE
760759100RSGREPUBLIC SVCS INC$77.8M1.22%387,272CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$73.9M1.16%1,481,142CommonSOLE
009158106APDAIR PRODS & CHEMS INC$72.8M1.14%244,674CommonSOLE
038222105AMATAPPLIED MATLS INC$68.3M1.07%337,822CommonSOLE
00724F101ADBEADOBE INC$65.6M1.03%126,759CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$62.7M0.99%604,469CommonSOLE
00287Y109ABBVABBVIE INC$61.3M0.96%310,430CommonSOLE
742718109PGPROCTER AND GAMBLE CO$60.7M0.95%350,692CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$60.7M0.95%485,822CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$58.8M0.92%279,076CommonSOLE
244199105DEDEERE & CO$58.8M0.92%140,888CommonSOLE
79466L302CRMSALESFORCE INC$58.2M0.91%212,602CommonSOLE
149123101CATCATERPILLAR INC$54.0M0.85%138,182CommonSOLE
478160104JNJJOHNSON & JOHNSON$53.2M0.84%328,203CommonSOLE
743315103PGRPROGRESSIVE CORP$52.2M0.82%205,777CommonSOLE
931142103WMTWALMART INC$50.6M0.79%626,213CommonSOLE
713448108PEPPEPSICO INC$49.8M0.78%292,986CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$49.2M0.77%1,453,978CommonSOLE
651639106NEMNEWMONT CORP$48.6M0.76%908,991CommonSOLE
09062X103BIIBBIOGEN INC$48.0M0.75%247,535CommonSOLE
13321L108CCJCAMECO CORP$46.4M0.73%972,031CommonSOLE
701094104PHPARKER-HANNIFIN CORP$45.8M0.72%72,533CommonSOLE
31428X106FDXFEDEX CORP$44.7M0.70%163,350CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$44.6M0.70%72,130CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$44.4M0.70%75,943CommonSOLE
580135101MCDMCDONALDS CORP$43.7M0.69%143,475CommonSOLE
254687106DISDISNEY WALT CO$42.2M0.66%438,513CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$42.1M0.66%502,358CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$41.6M0.65%680,524CommonSOLE
30303M102METAMETA PLATFORMS INC$41.3M0.65%72,159CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$40.9M0.64%119,591CommonSOLE
717081103PFEPFIZER INC$39.9M0.63%1,377,425CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$39.6M0.62%9,410CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$39.2M0.62%227,412CommonSOLE
904767704UNILEVER PLC$39.1M0.61%601,650CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$37.6M0.59%428,273CommonSOLE
438516106HONHONEYWELL INTL INC$37.5M0.59%181,269CommonSOLE
H1467J104CBCHUBB LIMITED$35.6M0.56%123,461CommonSOLE
Y2573F102FLEXFLEX LTD$35.1M0.55%1,049,232CommonSOLE
75513E101RTXRTX CORPORATION$34.6M0.54%285,555CommonSOLE
166764100CVXCHEVRON CORP NEW$33.6M0.53%227,954CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$31.5M0.50%139,640CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$31.1M0.49%63,026CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$31.1M0.49%539,005CommonSOLE
17275R102CSCOCISCO SYS INC$30.9M0.49%580,932CommonSOLE
929160109VMCVULCAN MATLS CO$30.8M0.48%123,167CommonSOLE
075887109BDXBECTON DICKINSON & CO$30.6M0.48%127,065CommonSOLE
291011104EMREMERSON ELEC CO$30.5M0.48%278,871CommonSOLE
55261F104MTBM & T BK CORP$30.1M0.47%169,130CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$29.9M0.47%33,741CommonSOLE
67077M108NTRNUTRIEN LTD$29.8M0.47%619,478CommonSOLE
693718108PCARPACCAR INC$28.8M0.45%291,910CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$28.7M0.45%305,962CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$28.2M0.44%175,278CommonSOLE
N00985106AERAERCAP HOLDINGS NV$28.1M0.44%296,915CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$26.8M0.42%414,253CommonSOLE
68389X105ORCLORACLE CORP$26.7M0.42%156,483CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$26.0M0.41%361,081CommonSOLE
11135F101AVGOBROADCOM INC$25.7M0.40%148,774CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$25.0M0.39%310,290CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$24.3M0.38%87,900CommonSOLE
902973304USBUS BANCORP DEL$24.3M0.38%531,212CommonSOLE
92826C839VVISA INC$24.2M0.38%88,176CommonSOLE
682189105ONON SEMICONDUCTOR CORP$23.6M0.37%325,659CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$23.3M0.37%451,258CommonSOLE
654106103NKENIKE INC$22.9M0.36%259,275CommonSOLE
002824100ABTABBOTT LABS$22.3M0.35%195,895CommonSOLE
94106L109WMWASTE MGMT INC DEL$21.9M0.34%105,282CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$21.7M0.34%217,810CommonSOLE
80810D103SDGRSCHRODINGER INC$21.5M0.34%1,157,150CommonSOLE
548661107LOWLOWES COS INC$21.3M0.33%78,621CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$21.2M0.33%234,028CommonSOLE
30231G102XOMEXXON MOBIL CORP$20.1M0.32%171,367CommonSOLE
92189F106GDXVANECK ETF TRUST$19.9M0.31%499,543CommonSOLE
806857108SLBSCHLUMBERGER LTD$19.7M0.31%468,747CommonSOLE
351858105FNVFRANCO NEV CORP$19.6M0.31%157,523CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$19.4M0.31%406,126CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$19.4M0.30%124,894CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$19.3M0.30%71,930CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$18.9M0.30%73,157CommonSOLE
845467109SWN1EURSOUTHWESTERN ENERGY CO$18.8M0.30%2,642,040CommonSOLE
060505104BACBANK AMERICA CORP$18.5M0.29%467,049CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$18.5M0.29%160,434CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$18.5M0.29%407,125CommonSOLE
532457108LLYELI LILLY & CO$17.8M0.28%20,048CommonSOLE
191216100KOCOCA COLA CO$17.5M0.27%242,914CommonSOLE
G5960L103MDTMEDTRONIC PLC$17.3M0.27%191,951CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$17.1M0.27%29,736CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$16.8M0.26%86,571CommonSOLE
78463V107GLDSPDR GOLD TR$16.5M0.26%67,887CommonSOLE
20030N101CMCSACOMCAST CORP NEW$16.4M0.26%392,899CommonSOLE
462222100IONSIONIS PHARMACEUTICALS INC$16.3M0.26%406,870CommonSOLE
714046109RVTYREVVITY INC$15.7M0.25%122,688CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$15.0M0.24%334,916CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$15.0M0.24%16,942CommonSOLE
773122106ROCKET LAB USA INC$15.0M0.24%1,543,450CommonSOLE
025816109AXPAMERICAN EXPRESS CO$14.9M0.23%54,847CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$14.9M0.23%27,624CommonSOLE
835699307SONYSONY GROUP CORP$14.8M0.23%152,985CommonSOLE
09260D107BXBLACKSTONE INC$14.3M0.22%93,396CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$14.2M0.22%378,998CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$14.0M0.22%23,895CommonSOLE
983793100XPOXPO INC$14.0M0.22%129,950CommonSOLE
871829107SYYSYSCO CORP$13.6M0.21%174,140CommonSOLE
578605107MECMAYVILLE ENGR CO INC$13.3M0.21%629,714CommonSOLE
81762P102NOWSERVICENOW INC$12.9M0.20%14,477CommonSOLE
78464A698KRESPDR SER TR$12.9M0.20%228,449CommonSOLE
001055102AFLAFLAC INC$12.9M0.20%115,508CommonSOLE
896239100TRMBTRIMBLE INC$12.9M0.20%207,354CommonSOLE
780259305SHELSHELL PLC$12.5M0.20%190,023CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$12.5M0.20%176,032CommonSOLE
66987V109NVSNOVARTIS AG$12.4M0.19%107,518CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$12.2M0.19%24,813CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$12.1M0.19%43,285CommonSOLE
907818108UNPUNION PAC CORP$12.1M0.19%49,229CommonSOLE
224408104CRCRANE COMPANY$11.9M0.19%75,400CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$11.3M0.18%73,531CommonSOLE
14575E105CARSCARS COM INC$11.2M0.18%670,433CommonSOLE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$11.0M0.17%232,663CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$11.0M0.17%63,344CommonSOLE
670100205NVONOVO-NORDISK A S$11.0M0.17%92,276CommonSOLE
82509L107SHOPSHOPIFY INC$10.6M0.17%131,952CommonSOLE
56585A102MPCMARATHON PETE CORP$10.5M0.17%64,486CommonSOLE
921946794VYMIVANGUARD WHITEHALL FDS$10.3M0.16%139,899CommonSOLE
337738108FISVFISERV INC$10.2M0.16%56,554CommonSOLE
05463X106AXGNAXOGEN INC$9.7M0.15%694,900CommonSOLE
052769106ADSKAUTODESK INC$9.6M0.15%34,939CommonSOLE
235851102DHRDANAHER CORPORATION$9.5M0.15%34,340CommonSOLE
461202103INTUINTUIT$9.5M0.15%15,355CommonSOLE
20825C104COPCONOCOPHILLIPS$8.9M0.14%84,433CommonSOLE
G54950103LINLINDE PLC$8.6M0.14%18,124CommonSOLE
219350105GLWCORNING INC$8.6M0.13%189,576CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$8.5M0.13%35,868CommonSOLE
949746101WMT2WELLS FARGO CO NEW$8.5M0.13%150,835CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$8.3M0.13%106,847CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$8.3M0.13%16,743CommonSOLE
000957100ABMABM INDS INC$8.0M0.13%152,150CommonSOLE
46641Q845JPSEJ P MORGAN EXCHANGE TRADED F$8.0M0.13%166,857CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$7.7M0.12%29,438CommonSOLE
29358P101ENSGENSIGN GROUP INC$7.6M0.12%53,020CommonSOLE
83175M205SNNSMITH & NEPHEW PLC$7.4M0.12%237,421CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$7.3M0.12%51,651CommonSOLE
78464A870XBISPDR SER TR$7.3M0.11%73,469CommonSOLE
N07059210ASMLASML HOLDING N V$6.8M0.11%8,172CommonSOLE
464287481IWPISHARES TR$6.8M0.11%57,558CommonSOLE
74762E102QUREQUANTA SVCS INC$6.7M0.11%22,603CommonSOLE
067901108ABXBARRICK GOLD CORP$6.7M0.11%338,425CommonSOLE
20602D101CNXCCONCENTRIX CORP$6.6M0.10%129,700CommonSOLE
595112103MUMICRON TECHNOLOGY INC$6.5M0.10%63,105CommonSOLE
031162100AMGNAMGEN INC$6.5M0.10%20,227CommonSOLE
337932107FEFIRSTENERGY CORP$6.4M0.10%143,497CommonSOLE
375558103GILDGILEAD SCIENCES INC$6.4M0.10%75,797CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$6.3M0.10%28,622CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$6.1M0.10%20,980CommonSOLE
871607107SNPSSYNOPSYS INC$6.0M0.09%11,912CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$5.9M0.09%43,445CommonSOLE
G0250X107AMCRAMCOR PLC$5.9M0.09%520,189CommonSOLE
46266C105IQVIQVIA HLDGS INC$5.8M0.09%24,600CommonSOLE
855244109SBUXSTARBUCKS CORP$5.7M0.09%58,971CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$5.7M0.09%260,017CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$5.6M0.09%54,890CommonSOLE
500754106KHCKRAFT HEINZ CO$5.6M0.09%158,295CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$5.5M0.09%83,785CommonSOLE
609207105MDLZMONDELEZ INTL INC$5.5M0.09%74,489CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$5.4M0.09%32,025CommonSOLE
92556V106VTRSVIATRIS INC$5.4M0.08%464,724CommonSOLE
278642103EBAYEBAY INC.$5.4M0.08%82,396CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$5.2M0.08%228,177CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$5.2M0.08%74,170CommonSOLE
053332102AZOAUTOZONE INC$5.0M0.08%1,599CommonSOLE
835495102SONSONOCO PRODS CO$4.9M0.08%90,500CommonSOLE
892331307TMTOYOTA MOTOR CORP$4.9M0.08%27,647CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$4.9M0.08%95,239CommonSOLE
922908512VOEVANGUARD INDEX FDS$4.9M0.08%29,382CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$4.8M0.08%7CommonSOLE
427866108HSYHERSHEY CO$4.8M0.08%24,931CommonSOLE
778296103ROSTROSS STORES INC$4.6M0.07%30,621CommonSOLE
464287630IWNISHARES TR$4.4M0.07%26,532CommonSOLE
036752103ELVELEVANCE HEALTH INC$4.4M0.07%8,501CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$4.4M0.07%118,610CommonSOLE
34959J108FTVFORTIVE CORP$4.4M0.07%55,861CommonSOLE
G25508105CRHCRH PLC$4.4M0.07%47,461CommonSOLE
48123V102ZDZIFF DAVIS INC$4.4M0.07%90,000CommonSOLE
47233W109JEFJEFFERIES FINL GROUP INC$4.3M0.07%69,450CommonSOLE
00653Q102AHCOADAPTHEALTH CORP$4.2M0.07%378,000CommonSOLE
224441105CXTCRANE NXT CO$4.2M0.07%75,400CommonSOLE
92204A207VDCVANGUARD WORLD FD$4.2M0.07%19,280CommonSOLE
836100107SOUNSOUNDHOUND AI INC$4.1M0.07%890,527CommonSOLE
055622104BPBP PLC$4.1M0.06%129,958CommonSOLE
85254J102STAGSTAG INDL INC$4.0M0.06%102,628CommonSOLE
46137V142PHOINVESCO EXCHANGE TRADED FD T$3.9M0.06%55,873CommonSOLE
87357P100TCMDTACTILE SYS TECHNOLOGY INC$3.9M0.06%266,700CommonSOLE
G3323L100FNFABRINET$3.8M0.06%16,045CommonSOLE
92204A884VOXVANGUARD WORLD FD$3.7M0.06%25,785CommonSOLE
L72967109OECORION S.A.$3.7M0.06%210,348CommonSOLE
44925C103ICFIICF INTL INC$3.6M0.06%21,800CommonSOLE
922908611VBRVANGUARD INDEX FDS$3.6M0.06%17,960CommonSOLE
89151E109TTENTOTALENERGIES SE$3.6M0.06%55,057CommonSOLE
25243Q205DEODIAGEO PLC$3.5M0.06%25,155CommonSOLE
718546104PSXPHILLIPS 66$3.5M0.06%26,728CommonSOLE
882508104TXNTEXAS INSTRS INC$3.5M0.05%16,940CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$3.5M0.05%19,372CommonSOLE
78409V104SPGIS&P GLOBAL INC$3.5M0.05%6,679CommonSOLE
15870P307CSBRCHAMPIONS ONCOLOGY INC$3.4M0.05%705,214CommonSOLE
852066208SIISPROTT INC$3.4M0.05%77,940CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$3.3M0.05%22,045CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$3.3M0.05%42,325CommonSOLE
46434G822EWJISHARES INC$3.2M0.05%45,165CommonSOLE
19188U206CODACODA OCTOPUS GROUP INC$3.2M0.05%442,964CommonSOLE
514952100LBLANDBRIDGE COMPANY LLC$3.2M0.05%81,950CommonSOLE
40412C101HCAHCA HEALTHCARE INC$3.2M0.05%7,866CommonSOLE
828363101SIL1EURSILVERCREST METALS INC$3.2M0.05%344,700CommonSOLE
969904101WSMWILLIAMS SONOMA INC$3.1M0.05%20,190CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$3.1M0.05%11,867CommonSOLE
92663R105VMDVIEMED HEALTHCARE INC$3.1M0.05%417,100CommonSOLE
92189F411BIZDVANECK ETF TRUST$3.0M0.05%183,639CommonSOLE
058498106BALLBALL CORP$3.0M0.05%44,695CommonSOLE
464287622IWBISHARES TR$3.0M0.05%9,435CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$2.9M0.05%81,418CommonSOLE
922908744VTVVANGUARD INDEX FDS$2.9M0.05%16,767CommonSOLE
267475101DYDYCOM INDS INC$2.9M0.05%14,820CommonSOLE
N20944109CNHCNH INDL N V$2.9M0.05%259,400CommonSOLE
00206R102TAT&T INC$2.9M0.05%130,814CommonSOLE
74340E103PGNYPROGYNY INC$2.9M0.05%171,500CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$2.8M0.04%9,673CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$2.8M0.04%10,357CommonSOLE
406216101HALHALLIBURTON CO$2.8M0.04%95,500CommonSOLE
11271J107BNBROOKFIELD CORP$2.7M0.04%51,555CommonSOLE
628877201NCSMNCS MULTISTAGE HLDGS INC$2.7M0.04%138,357CommonSOLE
55354G100MSCIMSCI INC$2.7M0.04%4,676CommonSOLE
902494103TSNTYSON FOODS INC$2.7M0.04%45,730CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$2.7M0.04%55,033CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$2.6M0.04%13,380CommonSOLE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$2.6M0.04%28,837CommonSOLE
53229C107LSPDLIGHTSPEED COMMERCE INC$2.6M0.04%155,000CommonSOLE
852234103XYZBLOCK INC$2.5M0.04%37,912CommonSOLE
921910873MGCVANGUARD WORLD FD$2.5M0.04%12,225CommonSOLE
504922105LHLABCORP HOLDINGS INC$2.5M0.04%11,236CommonSOLE
315616102FFIVF5 INC$2.5M0.04%11,361CommonSOLE
M8216R109RSKDRISKIFIED LTD$2.5M0.04%526,000CommonSOLE
345370860FFORD MTR CO$2.5M0.04%234,673CommonSOLE
749685103RPMRPM INTL INC$2.5M0.04%20,415CommonSOLE
464287655IWMISHARES TR$2.4M0.04%11,046CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$2.4M0.04%27,106CommonSOLE
92204A405VFHVANGUARD WORLD FD$2.4M0.04%21,701CommonSOLE
87612E106TGTTARGET CORP$2.4M0.04%15,099CommonSOLE
37954Y715BOTZGLOBAL X FDS$2.3M0.04%72,045CommonSOLE
088606108BHPBHP GROUP LTD$2.3M0.04%37,150CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$2.3M0.04%22,057CommonSOLE
464288224ICLNISHARES TR$2.3M0.04%153,243CommonSOLE
020002101ALLALLSTATE CORP$2.3M0.04%11,864CommonSOLE
257651109DCIDONALDSON INC$2.2M0.03%29,187CommonSOLE
744320102PRUPRUDENTIAL FINL INC$2.1M0.03%17,656CommonSOLE
G98196101W9N0WNS HLDGS LTD$2.1M0.03%40,000CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$2.1M0.03%25,149CommonSOLE
512816109LAMRLAMAR ADVERTISING CO NEW$2.1M0.03%15,621CommonSOLE
00162Q452AMLPALPS ETF TR$2.0M0.03%42,793CommonSOLE
G29183103ETNEATON CORP PLC$2.0M0.03%6,069CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$2.0M0.03%5,165CommonSOLE
775133101ROGROGERS CORP$2.0M0.03%17,636CommonSOLE
922908652VXFVANGUARD INDEX FDS$2.0M0.03%10,910CommonSOLE
127097103CTRACOTERRA ENERGY INC$2.0M0.03%82,194CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$2.0M0.03%25,283CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$1.9M0.03%24,140CommonSOLE
59156R108METMETLIFE INC$1.9M0.03%23,463CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$1.9M0.03%15,976CommonSOLE
29414B104EPAMEPAM SYS INC$1.9M0.03%9,500CommonSOLE
929089100VOYAVOYA FINANCIAL INC$1.9M0.03%23,568CommonSOLE
868358102SGCSUPERIOR GROUP OF CO INC$1.9M0.03%120,193CommonSOLE
142339100CSLCARLISLE COS INC$1.9M0.03%4,127CommonSOLE
34354P105FLSFLOWSERVE CORP$1.8M0.03%35,480CommonSOLE
125523100CITHE CIGNA GROUP$1.8M0.03%5,149CommonSOLE
37954Y343MLPAGLOBAL X FDS$1.8M0.03%37,045CommonSOLE
260557103DOWDOW INC$1.8M0.03%32,304CommonSOLE
64110L106NFLXNETFLIX INC$1.7M0.03%2,443CommonSOLE
136385101CNQCANADIAN NAT RES LTD$1.7M0.03%52,159CommonSOLE
00214Q500PRNTARK ETF TR$1.7M0.03%80,070CommonSOLE
65290E101NXTNEXTRACKER INC$1.7M0.03%44,257CommonSOLE
493267108KEYKEYCORP$1.7M0.03%98,589CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$1.6M0.03%2,008CommonSOLE
922908769VTIVANGUARD INDEX FDS$1.6M0.03%5,756CommonSOLE
75960P104RELYREMITLY GLOBAL INC$1.6M0.03%120,000CommonSOLE
858155203GJBSTEELCASE INC$1.6M0.03%119,105CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$1.6M0.02%3,750CommonSOLE
37733W204GSKGSK PLC$1.6M0.02%37,950CommonSOLE
74167P108BCBUSDPRIMO WATER CORPORATION$1.5M0.02%60,869CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$1.5M0.02%7,647CommonSOLE
606710200MITKMITEK SYS INC$1.5M0.02%176,300CommonSOLE
071813109BAXBAXTER INTL INC$1.5M0.02%40,220CommonSOLE
46090E103QQQINVESCO QQQ TR$1.5M0.02%3,110CommonSOLE
58155Q103MCKMCKESSON CORP$1.5M0.02%3,068CommonSOLE
922908363VOOVANGUARD INDEX FDS$1.5M0.02%2,863CommonSOLE
617446448MSMORGAN STANLEY$1.5M0.02%14,140CommonSOLE
464287614IWFISHARES TR$1.5M0.02%3,916CommonSOLE
260003108DOVDOVER CORP$1.5M0.02%7,650CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$1.5M0.02%23,050CommonSOLE
460690100IPGINTERPUBLIC GROUP COS INC$1.4M0.02%45,061CommonSOLE
579780206MKCMCCORMICK & CO INC$1.4M0.02%17,068CommonSOLE
464287325IXJISHARES TR$1.4M0.02%14,300CommonSOLE
501242101KLICKULICKE & SOFFA INDS INC$1.4M0.02%30,806CommonSOLE
92204A306VDEVANGUARD WORLD FD$1.4M0.02%11,255CommonSOLE
98149E303GLDMWORLD GOLD TR$1.4M0.02%26,067CommonSOLE
530307305LBRDKLIBERTY BROADBAND CORP$1.3M0.02%17,411CommonSOLE
369604301GEGE AEROSPACE$1.3M0.02%7,060CommonSOLE
042735100ARWARROW ELECTRS INC$1.3M0.02%9,991CommonSOLE
33733B100FIWFIRST TR EXCHANGE-TRADED FD$1.3M0.02%12,070CommonSOLE
090572207BIOBIO RAD LABS INC$1.3M0.02%3,918CommonSOLE
46434G103IEMGISHARES INC$1.3M0.02%22,449CommonSOLE
780287108RGLDROYAL GOLD INC$1.2M0.02%8,839CommonSOLE
278865100ECLECOLAB INC$1.2M0.02%4,853CommonSOLE
95082P105WCCWESCO INTL INC$1.2M0.02%7,325CommonSOLE
00326A104SGOLETFS GOLD TR$1.2M0.02%48,150CommonSOLE
H01301128ALCALCON AG$1.2M0.02%12,091CommonSOLE
384109104GGGGRACO INC$1.2M0.02%13,681CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$1.2M0.02%5,101CommonSOLE
682680103OKEONEOK INC NEW$1.2M0.02%13,104CommonSOLE
14019W109CGXUCAPITAL GROUP INTL FOCUS EQT$1.2M0.02%44,143CommonSOLE
G6095L109APTIV PLC$1.2M0.02%16,365CommonSOLE
68404L201OPCHOPTION CARE HEALTH INC$1.2M0.02%37,500CommonSOLE
501044101KRKROGER CO$1.2M0.02%20,447CommonSOLE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$1.1M0.02%109,720CommonSOLE
00437E102ACCDUSDACCOLADE INC$1.1M0.02%290,000CommonSOLE
91913Y100VLOVALERO ENERGY CORP$1.1M0.02%7,993CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$1.1M0.02%7,890CommonSOLE
464287234EEMISHARES TR$1.0M0.02%22,766CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$1.0M0.02%14,308CommonSOLE
89854M101TCRXTSCAN THERAPEUTICS INC$1.0M0.02%205,730CommonSOLE
189054109CLXCLOROX CO DEL$1.0M0.02%6,235CommonSOLE
464287200IVVISHARES TR$1.0M0.02%1,742CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$985,0310.02%12,194CommonSOLE
87305R109TTMITTM TECHNOLOGIES INC$980,0250.02%53,700CommonSOLE
369550108GDGENERAL DYNAMICS CORP$976,1060.02%3,230CommonSOLE
88677Q109TTS1EURTILE SHOP HLDGS INC$971,3730.02%147,401CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$968,5370.02%10,869CommonSOLE
718172109PMPHILIP MORRIS INTL INC$948,3770.01%7,812CommonSOLE
37940X102GPNGLOBAL PMTS INC$947,3850.01%9,250CommonSOLE
231021106CMICUMMINS INC$919,2400.01%2,839CommonSOLE
922908553VNQVANGUARD INDEX FDS$908,6360.01%9,327CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$906,7970.01%8,213CommonSOLE
55024U109LITELUMENTUM HLDGS INC$903,1650.01%14,250CommonSOLE
G3R239101GAMBGAMBLING COM GROUP LIMITED$901,8000.01%90,000CommonSOLE
24477E103DHDEFINITIVE HEALTHCARE CORP$894,0000.01%200,000CommonSOLE
05601C105BGSFBGSF INC$881,5740.01%104,700CommonSOLE
753422104RPDRAPID7 INC$877,5800.01%22,000CommonSOLE
922908736VUGVANGUARD INDEX FDS$873,0570.01%2,274CommonSOLE
922042718VSSVANGUARD INTL EQUITY INDEX F$861,3140.01%6,838CommonSOLE
921932828VIOOVANGUARD ADMIRAL FDS INC$858,3950.01%7,935CommonSOLE
45780L104INGNINOGEN INC$852,1450.01%87,850CommonSOLE
256677105DGDOLLAR GEN CORP NEW$850,3510.01%10,055CommonSOLE
46432F834IXUSISHARES TR$849,7710.01%11,700CommonSOLE
71880K101PHINPHINIA INC$823,2010.01%17,884CommonSOLE
737630103PCHPOTLATCHDELTIC CORPORATION$805,7190.01%17,885CommonSOLE
032108664HACKAMPLIFY ETF TR$804,6120.01%11,784CommonSOLE
64110D104NTAPNETAPP INC$797,3810.01%6,456CommonSOLE
729132100PLXSPLEXUS CORP$792,9180.01%5,800CommonSOLE
126650100CVSCVS HEALTH CORP$785,6860.01%12,495CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$778,4600.01%1,399CommonSOLE
464287465EFAISHARES TR$768,3090.01%9,187CommonSOLE
514766104LFCRLIFECORE BIOMEDICAL INC$747,8810.01%151,700CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$729,2640.01%6,950CommonSOLE
745867101PHMPULTE GROUP INC$726,4050.01%5,061CommonSOLE
46138E362SPHDINVESCO EXCH TRADED FD TR II$722,5950.01%14,289CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$716,3110.01%18,930CommonSOLE
88162G103TTEKTETRA TECH INC NEW$708,5790.01%15,025CommonSOLE
126408103CSXCSX CORP$688,9430.01%19,952CommonSOLE
12504L109CBRECBRE GROUP INC$688,1250.01%5,528CommonSOLE
00162Q858SDOGALPS ETF TR$675,8550.01%11,461CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$668,2000.01%10,767CommonSOLE
67079A102NUVEI CORPORATION$667,0000.01%20,000CommonSOLE
093712107BEBLOOM ENERGY CORP$659,4720.01%62,450CommonSOLE
863667101SYKSTRYKER CORPORATION$653,8810.01%1,810CommonSOLE
81369Y100XLBSELECT SECTOR SPDR TR$652,4930.01%6,770CommonSOLE
69346N107PDXPIMCO DYNAMIC INCOME STRATEG$648,7250.01%27,500CommonSOLE
Y62132108NVGSNAVIGATOR HLDGS LTD$648,7140.01%40,368CommonSOLE
443201108HWMHOWMET AEROSPACE INC$642,1010.01%6,405CommonSOLE
85917W102SBTEURSTERLING BANCORP INC$637,0000.01%140,000CommonSOLE
458140100INTCINTEL CORP$635,6940.01%27,097CommonSOLE
G0176J109ALLEALLEGION PLC$634,9890.01%4,357CommonSOLE
803054204SAPSAP SE$626,8180.01%2,736CommonSOLE
46429B523EDENISHARES TR$618,7140.01%4,871CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$615,4360.01%6,231CommonSOLE
62886E108VYXNCR VOYIX CORPORATION$610,6500.01%45,000CommonSOLE
63001N106NATLNCR ATLEOS CORPORATION$599,1300.01%21,000CommonSOLE
30040W108ESEVERSOURCE ENERGY$596,1680.01%8,761CommonSOLE
78464A763SDYSPDR SER TR$581,9380.01%4,097CommonSOLE
143130102KMXCARMAX INC$568,8980.01%7,352CommonSOLE
883203101TXTTEXTRON INC$551,8530.01%6,230CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$548,4410.01%3,067CommonSOLE
91359E105UHTUNIVERSAL HEALTH RLTY INCOME$544,4250.01%11,900CommonSOLE
032108631AMPLIFY ETF TR$534,3570.01%161,437CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$529,4240.01%18,187CommonSOLE
704326107PAYXPAYCHEX INC$513,6790.01%3,828CommonSOLE
713448108PEPPEPSICO INC$510,1500.01%3,000PUTSOLE
693475105PNCPNC FINL SVCS GROUP INC$503,1620.01%2,722CommonSOLE
85207H104PHYSSPROTT PHYSICAL GOLD TR$495,9070.01%24,333CommonSOLE
697900108PAASPAN AMERN SILVER CORP$495,0570.01%23,721CommonSOLE
02209S103MOALTRIA GROUP INC$492,1880.01%9,643CommonSOLE
912008109USFDUS FOODS HLDG CORP$477,0560.01%7,757CommonSOLE
88579Y101MMM3M CO$471,8880.01%3,452CommonSOLE
25746U109DDOMINION ENERGY INC$468,9080.01%8,114CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$464,8630.01%11,883CommonSOLE
80105N105SNYSANOFI$461,0400.01%8,000CommonSOLE
05464T104AXSMAXSOME THERAPEUTICS INC$458,3370.01%5,100CommonSOLE
46432F859ISTBISHARES TR$457,5920.01%9,400CommonSOLE
89832Q109TFCTRUIST FINL CORP$457,5110.01%10,697CommonSOLE
372460105GPCGENUINE PARTS CO$453,2620.01%3,245CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$452,7160.01%3,227CommonSOLE
10806X102BBIOBRIDGEBIO PHARMA INC$450,6420.01%17,700CommonSOLE
62944T105NVRNVR INC$441,5310.01%45CommonSOLE
044186104ASHASHLAND INC$437,1980.01%5,027CommonSOLE
256746108DLTRDOLLAR TREE INC$433,7340.01%6,168CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$425,7770.01%2,770CommonSOLE
22052L104CTVACORTEVA INC$415,4100.01%7,066CommonSOLE
40434L105HPQHP INC$408,7750.01%11,396CommonNONE
46435U473HYBBISHARES TR$407,2100.01%8,600CommonSOLE
464287606IJKISHARES TR$405,4110.01%4,410CommonSOLE
136375102CNICANADIAN NATL RY CO$404,2850.01%3,451CommonSOLE
307675108FB1FARMER BROS CO$401,9400.01%203,000CommonSOLE
781846209RUSHARUSH ENTERPRISES INC$401,1380.01%7,593CommonSOLE
464288679SHVISHARES TR$398,2680.01%3,600CommonSOLE
03831W108APPAPPLOVIN CORP$398,0470.01%3,049CommonNONE
92189F791GDXJVANECK ETF TRUST$390,3820.01%7,998CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$386,2950.01%3,500CommonSOLE
922908751VBVANGUARD INDEX FDS$383,8060.01%1,618CommonSOLE
370334104GISGENERAL MLS INC$375,3060.01%5,082CommonSOLE
872590104TMUST-MOBILE US INC$370,2100.01%1,794CommonNONE
736508847PORPORTLAND GEN ELEC CO$368,8300.01%7,700CommonSOLE
380237107GDDYGODADDY INC$368,7470.01%2,352CommonNONE
45687V106IRINGERSOLL RAND INC$365,7440.01%3,726CommonSOLE
03969T109ARCTARCTURUS THERAPEUTICS HLDGS$364,3970.01%15,700CommonSOLE
172967424CCITIGROUP INC$356,1310.01%5,689CommonSOLE
12468P104AIC3 AI INC$351,3350.01%14,500CommonSOLE
464288885EFGISHARES TR$350,9390.01%3,260CommonSOLE
088786108BCYCBICYCLE THERAPEUTICS PLC$348,5020.01%15,400CommonSOLE
46429B697USMVISHARES TR$347,3430.01%3,804CommonSOLE
19247G107COHRCOHERENT CORP$340,6140.01%3,831CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$339,6940.01%961CommonSOLE
30034W106EVRGEVERGY INC$334,8540.01%5,400CommonSOLE
85207K107PSLVSPROTT PHYSICAL SILVER TR$334,4000.01%32,000CommonSOLE
74348A467NOBLPROSHARES TR$332,5570.01%3,115CommonSOLE
893641100TDGTRANSDIGM GROUP INC$328,2400.01%230CommonSOLE
200340107CMACOMERICA INC$323,5140.01%5,400CommonSOLE
670346105NUENUCOR CORP$318,7210.01%2,120CommonSOLE
405024100HAEHAEMONETICS CORP MASS$315,4920.00%3,925CommonSOLE
14174T107CTRECARETRUST REIT INC$314,7720.00%10,200CommonSOLE
04956D107ATMUATMUS FILTRATION TECHNOLOGIE$311,5370.00%8,301CommonSOLE
013872106AAALCOA CORP$310,5690.00%8,050CommonSOLE
92338C103VLTOVERALTO CORP$310,5230.00%2,776CommonSOLE
464287598IWDISHARES TR$304,6290.00%1,605CommonSOLE
G0750C108AXTAAXALTA COATING SYS LTD$303,9960.00%8,400CommonSOLE
48251W104KKRKKR & CO INC$299,6810.00%2,295CommonSOLE
969457100WMBWILLIAMS COS INC$283,0300.00%6,200CommonSOLE
228368106CCKCROWN HLDGS INC$282,8460.00%2,950CommonSOLE
921910733ESGVVANGUARD WORLD FD$272,4220.00%2,680CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$270,0150.00%18,738CommonSOLE
570535104MKLMARKEL GROUP INC$268,2270.00%171CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$267,6750.00%3,225CommonSOLE
37954Y830COPXGLOBAL X FDS$259,9850.00%5,500CommonSOLE
78454L100SMSM ENERGY CO$259,8050.00%6,500CommonSOLE
09247X101BLKCHFBLACKROCK INC$257,3170.00%271CommonSOLE
92204A702VGTVANGUARD WORLD FD$255,1360.00%435CommonSOLE
922908629VOVANGUARD INDEX FDS$253,0320.00%959CommonSOLE
872540109TJXTJX COS INC NEW$252,2410.00%2,146CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$250,2270.00%3,417CommonNONE
88160R101TSLATESLA INC$246,4550.00%942CommonSOLE
359694106FULFULLER H B CO$246,0780.00%3,100CommonSOLE
097023105BABOEING CO$245,8490.00%1,617CommonSOLE
277432100EMNEASTMAN CHEM CO$242,9320.00%2,170CommonSOLE
303075105FDSFACTSET RESH SYS INC$241,4210.00%525CommonSOLE
115236101BROBROWN & BROWN INC$241,0770.00%2,327CommonSOLE
48203R104JNPJUNIPER NETWORKS INC$236,8040.00%6,075CommonSOLE
22160N109CSGPCOSTAR GROUP INC$235,2220.00%3,118CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$234,9460.00%1,982CommonNONE
36828A101GEVGE VERNOVA INC$231,7770.00%909CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$231,0750.00%11,294CommonNONE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$229,6540.00%1,445CommonSOLE
629377508NRGNRG ENERGY INC$227,7500.00%2,500CommonSOLE
205887102CAGCONAGRA BRANDS INC$227,6400.00%7,000CommonSOLE
302941109FCNFTI CONSULTING INC$227,5600.00%1,000CommonSOLE
03662Q105AKXANSYS INC$225,9090.00%709CommonSOLE
85207Q104SPPPSPROTT PHYSICAL PLAT PALLAD$225,8600.00%23,000CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$225,7680.00%2,062CommonSOLE
05368V106AVNTAVIENT CORPORATION$225,1820.00%4,475CommonSOLE
45768S105IOSPINNOSPEC INC$225,0490.00%1,990CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$224,4310.00%1,708CommonNONE
615369105MCOMOODYS CORP$223,0570.00%470CommonSOLE
464287705IJJISHARES TR$222,5160.00%1,800CommonSOLE
148806102CTLTEURCATALENT INC$219,3850.00%3,622CommonSOLE

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.