MondegarAI
TOCQUEVILLE ASSET MANAGEMENT L.P.

Q1 2025 · 13F-HR

TOCQUEVILLE ASSET MANAGEMENT L.P.holdings as filed

Filed 2025-05-13 · accession 0000919574-25-002859

$6.12B
Reported value
513
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 513

CUSIPTickerIssuerValue% port.SharesClassVoting
437076102HDHOME DEPOT INC$323.5M5.28%882,683CommonSOLE
594918104MSFTMICROSOFT CORP$199.3M3.25%530,974CommonSOLE
037833100AAPLAPPLE INC$168.0M2.74%756,328CommonSOLE
67066G104NVDANVIDIA CORPORATION$167.9M2.74%1,549,346CommonSOLE
023135106AMZNAMAZON COM INC$155.6M2.54%817,918CommonSOLE
02079K305GOOGLALPHABET INC$124.0M2.02%801,905CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$120.7M1.97%226,634CommonSOLE
464285204IAUISHARES GOLD TR$118.0M1.93%2,001,910CommonSOLE
02079K107GOOGALPHABET INC$106.9M1.75%684,339CommonSOLE
65339F101NEENEXTERA ENERGY INC$95.3M1.56%1,343,746CommonSOLE
747525103QCOMQUALCOMM INC$92.3M1.51%601,145CommonSOLE
760759100RSGREPUBLIC SVCS INC$92.3M1.51%381,065CommonSOLE
00287Y109ABBVABBVIE INC$82.9M1.35%395,451CommonSOLE
009158106APDAIR PRODS & CHEMS INC$71.8M1.17%243,596CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$69.2M1.13%132,198CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$68.2M1.11%277,908CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$63.9M1.04%466,846CommonSOLE
58933Y105MRKMERCK & CO INC$62.4M1.02%695,025CommonSOLE
244199105DEDEERE & CO$59.4M0.97%126,552CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$58.5M0.96%803,282CommonSOLE
742718109PGPROCTER AND GAMBLE CO$58.2M0.95%341,438CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$55.1M0.90%1,456,241CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$54.5M0.89%85,929CommonSOLE
038222105AMATAPPLIED MATLS INC$54.3M0.89%374,017CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$53.6M0.87%571,639CommonSOLE
438516106HONHONEYWELL INTL INC$53.3M0.87%251,933CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$52.9M0.86%681,707CommonSOLE
79466L302CRMSALESFORCE INC$50.9M0.83%189,745CommonSOLE
31428X106FDXFEDEX CORP$50.3M0.82%206,405CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$49.6M0.81%491,997CommonSOLE
478160104JNJJOHNSON & JOHNSON$49.6M0.81%298,919CommonSOLE
00724F101ADBEADOBE INC$48.2M0.79%125,692CommonSOLE
931142103WMTWALMART INC$44.6M0.73%507,917CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$44.3M0.72%1,514,267CommonSOLE
701094104PHPARKER-HANNIFIN CORP$44.2M0.72%72,721CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$44.1M0.72%33,265CommonSOLE
149123101CATCATERPILLAR INC$42.7M0.70%129,410CommonSOLE
651639106NEMNEWMONT CORP$42.1M0.69%872,296CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$41.1M0.67%440,153CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$41.0M0.67%240,079CommonSOLE
H1467J104CBCHUBB LIMITED$40.8M0.67%135,113CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$40.0M0.65%80,473CommonSOLE
30303M102METAMETA PLATFORMS INC$39.5M0.65%68,616CommonSOLE
743315103PGRPROGRESSIVE CORP$39.5M0.65%139,692CommonSOLE
166764100CVXCHEVRON CORP NEW$38.2M0.62%228,238CommonSOLE
75513E101RTXRTX CORPORATION$38.1M0.62%287,387CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$37.9M0.62%237,311CommonSOLE
580135101MCDMCDONALDS CORP$36.5M0.60%116,865CommonSOLE
13321L108CCJCAMECO CORP$36.0M0.59%874,411CommonSOLE
17275R102CSCOCISCO SYS INC$35.0M0.57%567,536CommonSOLE
291011104EMREMERSON ELEC CO$34.6M0.57%315,731CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$34.6M0.56%63,084CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$34.3M0.56%7,453CommonSOLE
254687106DISDISNEY WALT CO$33.9M0.55%343,163CommonSOLE
904767704UNILEVER PLC$33.8M0.55%567,001CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$31.6M0.52%512,961CommonSOLE
N00985106AERAERCAP HOLDINGS NV$31.3M0.51%306,370CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$30.6M0.50%424,442CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$30.5M0.50%177,070CommonSOLE
67077M108NTRNUTRIEN LTD$30.5M0.50%613,645CommonSOLE
92826C839VVISA INC$30.1M0.49%85,935CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$29.7M0.48%143,687CommonSOLE
929160109VMCVULCAN MATLS CO$28.7M0.47%123,167CommonSOLE
55261F104MTBM & T BK CORP$27.7M0.45%154,736CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$26.9M0.44%88,014CommonSOLE
002824100ABTABBOTT LABS$26.4M0.43%198,885CommonSOLE
714046109RVTYREVVITY INC$25.8M0.42%243,736CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$25.7M0.42%231,005CommonSOLE
075887109BDXBECTON DICKINSON & CO$25.7M0.42%112,230CommonSOLE
351858105FNVFRANCO NEV CORP$25.6M0.42%162,471CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$25.3M0.41%56,578CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$24.9M0.41%504,881CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$24.8M0.40%493,403CommonSOLE
11135F101AVGOBROADCOM INC$24.2M0.40%144,642CommonSOLE
773122106ROCKET LAB USA INC$24.0M0.39%1,344,155CommonSOLE
713448108PEPPEPSICO INC$23.7M0.39%158,229CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$23.2M0.38%240,524CommonSOLE
92189F106GDXVANECK ETF TRUST$23.2M0.38%504,514CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$23.1M0.38%286,325CommonSOLE
94106L109WMWASTE MGMT INC DEL$22.9M0.37%99,076CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$22.7M0.37%358,813CommonSOLE
902973304USBUS BANCORP DEL$22.7M0.37%536,981CommonSOLE
80810D103SDGRSCHRODINGER INC$22.2M0.36%1,124,480CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$22.1M0.36%40,496CommonSOLE
30231G102XOMEXXON MOBIL CORP$21.1M0.34%177,564CommonSOLE
532457108LLYELI LILLY & CO$21.0M0.34%25,380CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$20.6M0.34%413,050CommonSOLE
060505104BACBANK AMERICA CORP$19.9M0.33%477,121CommonSOLE
717081103PFEPFIZER INC$19.7M0.32%776,798CommonSOLE
78463V107GLDSPDR GOLD TR$19.6M0.32%67,938CommonSOLE
68389X105ORCLORACLE CORP$19.4M0.32%138,801CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$19.3M0.31%113,853CommonSOLE
G5960L103MDTMEDTRONIC PLC$19.1M0.31%212,597CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$19.0M0.31%152,136CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$18.4M0.30%407,072CommonSOLE
548661107LOWLOWES COS INC$18.4M0.30%78,913CommonSOLE
191216100KOCOCA COLA CO$18.1M0.30%252,826CommonSOLE
693718108PCARPACCAR INC$17.6M0.29%180,732CommonSOLE
595112103MUMICRON TECHNOLOGY INC$17.6M0.29%202,129CommonSOLE
806857108SLBSCHLUMBERGER LTD$17.3M0.28%414,239CommonSOLE
654106103NKENIKE INC$17.3M0.28%272,552CommonSOLE
008073108AVAVAEROVIRONMENT INC$16.8M0.27%140,965CommonSOLE
835699307SONYSONY GROUP CORP$16.0M0.26%631,100CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$15.9M0.26%16,797CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$15.5M0.25%27,760CommonSOLE
983793100XPOXPO INC$15.3M0.25%142,625CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$15.3M0.25%337,634CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$15.0M0.24%42,508CommonSOLE
025816109AXPAMERICAN EXPRESS CO$14.6M0.24%54,429CommonSOLE
896239100TRMBTRIMBLE INC$13.6M0.22%207,056CommonSOLE
78464A698KRESPDR SER TR$13.5M0.22%237,864CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$13.4M0.22%170,594CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$13.2M0.21%27,536CommonSOLE
66987V109NVSNOVARTIS AG$13.1M0.21%117,493CommonSOLE
09260D107BXBLACKSTONE INC$12.9M0.21%92,288CommonSOLE
337738108FISVFISERV INC$12.9M0.21%58,265CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$12.6M0.21%179,469CommonSOLE
001055102AFLAFLAC INC$12.6M0.21%113,191CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$12.3M0.20%24,890CommonSOLE
780259305SHELSHELL PLC$12.1M0.20%165,192CommonSOLE
871829107SYYSYSCO CORP$11.5M0.19%153,869CommonSOLE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$11.3M0.18%233,702CommonSOLE
81762P102NOWSERVICENOW INC$11.3M0.18%14,182CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$10.8M0.18%41,870CommonSOLE
82509L107SHOPSHOPIFY INC$10.7M0.17%111,857CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$10.5M0.17%72,241CommonSOLE
Y2573F102FLEXFLEX LTD$10.4M0.17%314,371CommonSOLE
949746101WMT2WELLS FARGO CO NEW$10.4M0.17%144,802CommonSOLE
907818108UNPUNION PAC CORP$10.4M0.17%43,894CommonSOLE
921946794VYMIVANGUARD WHITEHALL FDS$10.4M0.17%140,524CommonSOLE
235851102DHRDANAHER CORPORATION$9.7M0.16%47,181CommonSOLE
G54950103LINLINDE PLC$9.2M0.15%19,742CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$9.0M0.15%26,191CommonSOLE
05463X106AXGNAXOGEN INC$9.0M0.15%484,900CommonSOLE
20825C104COPCONOCOPHILLIPS$8.9M0.14%84,310CommonSOLE
461202103INTUINTUIT$8.8M0.14%14,273CommonSOLE
372460105GPCGENUINE PARTS CO$8.8M0.14%73,445CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$8.4M0.14%15,000PUTSOLE
578605107MECMAYVILLE ENGR CO INC$8.3M0.14%621,204CommonSOLE
375558103GILDGILEAD SCIENCES INC$8.3M0.14%74,382CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$8.3M0.14%58,259CommonSOLE
172967424CCITIGROUP INC$8.2M0.13%116,198CommonSOLE
219350105GLWCORNING INC$7.9M0.13%173,389CommonSOLE
067901108ABXBARRICK GOLD CORP$7.9M0.13%405,742CommonSOLE
052769106ADSKAUTODESK INC$7.9M0.13%30,009CommonSOLE
N07059210ASMLASML HOLDING N V$7.8M0.13%11,830CommonSOLE
78464A870XBISPDR SER TR$7.7M0.13%95,230CommonSOLE
224408104CRCRANE COMPANY$7.7M0.13%50,400CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$7.7M0.13%146,415CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$7.6M0.12%22,545CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$7.6M0.12%45,696CommonSOLE
64110L106NFLXNETFLIX INC$7.6M0.12%8,114CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$7.5M0.12%68,547CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$7.5M0.12%88,650CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$7.4M0.12%29,798CommonSOLE
852066208SIISPROTT INC$7.4M0.12%164,043CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$7.1M0.12%28,728CommonSOLE
83175M205SNNSMITH & NEPHEW PLC$7.1M0.12%251,563CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$7.0M0.11%246,317CommonSOLE
46641Q845JPSEJ P MORGAN EXCHANGE TRADED F$6.9M0.11%157,499CommonSOLE
29358P101ENSGENSIGN GROUP INC$6.9M0.11%52,940CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$6.7M0.11%38,578CommonSOLE
836100107SOUNSOUNDHOUND AI INC$6.6M0.11%813,513CommonSOLE
514952100LBLANDBRIDGE COMPANY LLC$6.5M0.11%90,370CommonSOLE
031162100AMGNAMGEN INC$6.5M0.11%20,800CommonSOLE
053332102AZOAUTOZONE INC$6.2M0.10%1,619CommonSOLE
464287481IWPISHARES TR$6.1M0.10%52,015CommonSOLE
000957100ABMABM INDS INC$6.0M0.10%127,150CommonSOLE
56585A102MPCMARATHON PETE CORP$5.8M0.09%39,802CommonSOLE
337932107FEFIRSTENERGY CORP$5.8M0.09%142,661CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$5.7M0.09%93,582CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$5.7M0.09%78,485CommonSOLE
462222100IONSIONIS PHARMACEUTICALS INC$5.7M0.09%187,395CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$5.6M0.09%7CommonSOLE
74762E102QUREQUANTA SVCS INC$5.6M0.09%21,874CommonSOLE
278642103EBAYEBAY INC.$5.6M0.09%82,075CommonSOLE
05464C101AXONAXON ENTERPRISE INC$5.5M0.09%10,534CommonSOLE
504922105LHLABCORP HOLDINGS INC$5.5M0.09%23,745CommonSOLE
855244109SBUXSTARBUCKS CORP$5.5M0.09%55,996CommonSOLE
04010L103ARCCARES CAPITAL CORP$5.2M0.09%236,052CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$5.2M0.09%31,473CommonSOLE
G3265R107APTVAPTIV PLC$5.2M0.08%86,560CommonSOLE
G0250X107AMCRAMCOR PLC$5.0M0.08%519,977CommonSOLE
628877201NCSMNCS MULTISTAGE HLDGS INC$5.0M0.08%142,702CommonSOLE
127190304CACICACI INTL INC$5.0M0.08%13,591CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$5.0M0.08%144,896CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$4.9M0.08%23,360CommonSOLE
892331307TMTOYOTA MOTOR CORP$4.9M0.08%27,647CommonSOLE
67066G104NVDANVIDIA CORPORATION$4.8M0.08%44,000PUTSOLE
05722G100BKRBAKER HUGHES COMPANY$4.8M0.08%108,458CommonSOLE
14575E105CARSCARS COM INC$4.7M0.08%415,433CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$4.6M0.07%226,482CommonSOLE
G25508105CRHCRH PLC$4.5M0.07%51,544CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$4.5M0.07%22,450CommonSOLE
48123V102ZDZIFF DAVIS INC$4.5M0.07%120,400CommonSOLE
92204A207VDCVANGUARD WORLD FD$4.4M0.07%19,915CommonSOLE
609207105MDLZMONDELEZ INTL INC$4.3M0.07%63,180CommonSOLE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$4.3M0.07%70,369CommonSOLE
922908512VOEVANGUARD INDEX FDS$4.3M0.07%26,585CommonSOLE
427866108HSYHERSHEY CO$4.2M0.07%24,759CommonSOLE
192108504CDECOEUR MNG INC$4.2M0.07%709,884CommonSOLE
778296103ROSTROSS STORES INC$4.2M0.07%32,661CommonSOLE
835495102SONSONOCO PRODS CO$3.9M0.06%83,000CommonSOLE
224441105CXTCRANE NXT CO$3.9M0.06%75,400CommonSOLE
92556V106VTRSVIATRIS INC$3.9M0.06%444,156CommonSOLE
464287630IWNISHARES TR$3.9M0.06%25,612CommonSOLE
00653Q102AHCOADAPTHEALTH CORP$3.8M0.06%348,000CommonSOLE
85254J102STAGSTAG INDL INC$3.7M0.06%101,523CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$3.7M0.06%20,396CommonSOLE
00206R102TAT&T INC$3.6M0.06%128,971CommonSOLE
34959J108FTVFORTIVE CORP$3.6M0.06%49,471CommonSOLE
47233W109JEFJEFFERIES FINL GROUP INC$3.6M0.06%67,369CommonSOLE
825704109SIBNSI-BONE INC$3.6M0.06%255,000CommonSOLE
20030N101CMCSACOMCAST CORP NEW$3.6M0.06%96,638CommonSOLE
78409V104SPGIS&P GLOBAL INC$3.5M0.06%6,904CommonSOLE
89151E109TTENTOTALENERGIES SE$3.5M0.06%53,890CommonSOLE
15870P307CSBRCHAMPIONS ONCOLOGY INC$3.5M0.06%399,882CommonSOLE
00437E102ACCDUSDACCOLADE INC$3.4M0.06%490,000CommonSOLE
46137V142PHOINVESCO EXCHANGE TRADED FD T$3.4M0.06%52,711CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$3.2M0.05%9,573CommonSOLE
922908611VBRVANGUARD INDEX FDS$3.2M0.05%17,217CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$3.2M0.05%41,875CommonSOLE
902494103TSNTYSON FOODS INC$3.2M0.05%49,980CommonSOLE
G3323L100FNFABRINET$3.2M0.05%16,050CommonSOLE
315616102FFIVF5 INC$3.2M0.05%11,866CommonSOLE
464287622IWBISHARES TR$3.1M0.05%10,230CommonSOLE
718546104PSXPHILLIPS 66$3.1M0.05%24,957CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$3.1M0.05%28,340CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$3.0M0.05%27,630CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$3.0M0.05%10,208CommonSOLE
92663R105VMDVIEMED HEALTHCARE INC$3.0M0.05%417,100CommonSOLE
882508104TXNTEXAS INSTRS INC$3.0M0.05%16,790CommonSOLE
G98196101W9N0WNS HLDGS LTD$3.0M0.05%49,000CommonSOLE
92189F411BIZDVANECK ETF TRUST$3.0M0.05%179,337CommonSOLE
502175102LTCLTC PPTYS INC$2.9M0.05%82,699CommonSOLE
11271J107BNBROOKFIELD CORP$2.9M0.05%55,852CommonSOLE
922908744VTVVANGUARD INDEX FDS$2.9M0.05%16,939CommonSOLE
406216101HALHALLIBURTON CO$2.9M0.05%113,599CommonSOLE
55354G100MSCIMSCI INC$2.9M0.05%5,076CommonSOLE
969904101WSMWILLIAMS SONOMA INC$2.9M0.05%18,155CommonSOLE
65290E101NXTNEXTRACKER INC$2.8M0.05%67,533CommonSOLE
46434G822EWJISHARES INC$2.8M0.05%41,497CommonSOLE
87357P100TCMDTACTILE SYS TECHNOLOGY INC$2.7M0.04%206,700CommonSOLE
682189105ONON SEMICONDUCTOR CORP$2.7M0.04%66,844CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$2.7M0.04%14,698CommonSOLE
92204A405VFHVANGUARD WORLD FD$2.7M0.04%22,251CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$2.6M0.04%13,343CommonSOLE
40412C101HCAHCA HEALTHCARE INC$2.6M0.04%7,481CommonSOLE
87652V109TASKTASKUS INC$2.6M0.04%189,000CommonSOLE
749685103RPMRPM INTL INC$2.5M0.04%21,795CommonSOLE
512816109LAMRLAMAR ADVERTISING CO NEW$2.5M0.04%21,993CommonSOLE
75960P104RELYREMITLY GLOBAL INC$2.5M0.04%120,000CommonSOLE
921910873MGCVANGUARD WORLD FD$2.5M0.04%12,240CommonSOLE
G3R239101GAMBGAMBLING COM GROUP LIMITED$2.5M0.04%195,000CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$2.4M0.04%29,514CommonSOLE
922908769VTIVANGUARD INDEX FDS$2.4M0.04%8,825CommonSOLE
88556E102TDUPTHREDUP INC$2.3M0.04%970,000CommonSOLE
G29183103ETNEATON CORP PLC$2.3M0.04%8,413CommonSOLE
464287655IWMISHARES TR$2.3M0.04%11,459CommonSOLE
020002101ALLALLSTATE CORP$2.2M0.04%10,720CommonSOLE
267475101DYDYCOM INDS INC$2.2M0.04%14,520CommonSOLE
59156R108METMETLIFE INC$2.2M0.04%27,441CommonSOLE
00162Q452AMLPALPS ETF TR$2.2M0.04%41,887CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$2.2M0.04%20,907CommonSOLE
464287614IWFISHARES TR$2.2M0.04%5,973CommonSOLE
741623102PRMBPRIMO BRANDS CORPORATION$2.1M0.04%60,500CommonSOLE
606710200MITKMITEK SYS INC$2.1M0.03%256,300CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$2.1M0.03%28,086CommonSOLE
58155Q103MCKMCKESSON CORP$2.1M0.03%3,068CommonSOLE
98585N106YEXTYEXT INC$2.1M0.03%335,000CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$2.0M0.03%25,449CommonSOLE
852234103XYZBLOCK INC$2.0M0.03%37,462CommonSOLE
37954Y343MLPAGLOBAL X FDS$2.0M0.03%37,904CommonSOLE
19188U206CODACODA OCTOPUS GROUP INC$2.0M0.03%322,964CommonSOLE
37954Y715BOTZGLOBAL X FDS$1.9M0.03%67,281CommonSOLE
55939A107MAGNMAGNERA CORP$1.9M0.03%105,000CommonSOLE
744320102PRUPRUDENTIAL FINL INC$1.9M0.03%16,892CommonSOLE
922908652VXFVANGUARD INDEX FDS$1.9M0.03%10,910CommonSOLE
74340E103PGNYPROGYNY INC$1.9M0.03%84,000CommonSOLE
37733W204GSKGSK PLC$1.8M0.03%46,900CommonSOLE
260557103DOWDOW INC$1.7M0.03%49,695CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$1.7M0.03%5,095CommonSOLE
34354P105FLSFLOWSERVE CORP$1.7M0.03%34,830CommonSOLE
780287108RGLDROYAL GOLD INC$1.7M0.03%10,339CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$1.6M0.03%25,208CommonSOLE
617446448MSMORGAN STANLEY$1.6M0.03%13,890CommonSOLE
98149E303GLDMWORLD GOLD TR$1.6M0.03%26,067CommonSOLE
922908363VOOVANGUARD INDEX FDS$1.6M0.03%3,136CommonSOLE
29414B104EPAMEPAM SYS INC$1.6M0.03%9,500CommonSOLE
M8216R109RSKDRISKIFIED LTD$1.6M0.03%346,000CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$1.6M0.03%18,814CommonSOLE
87612E106TGTTARGET CORP$1.6M0.03%15,107CommonSOLE
493267108KEYKEYCORP$1.6M0.03%98,589CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$1.6M0.03%3,750CommonSOLE
464288224ICLNISHARES TR$1.6M0.03%137,657CommonSOLE
83085C107SKYHSKY HARBOUR GROUP CORPORATIO$1.5M0.03%118,900CommonSOLE
92204A306VDEVANGUARD WORLD FD$1.5M0.02%11,780CommonSOLE
142339100CSLCARLISLE COS INC$1.5M0.02%4,467CommonSOLE
85423L103SAROSTANDARDAERO INC$1.5M0.02%56,552CommonSOLE
125523100CITHE CIGNA GROUP$1.5M0.02%4,528CommonSOLE
770700102HOODROBINHOOD MKTS INC$1.5M0.02%35,670CommonSOLE
46090E103QQQINVESCO QQQ TR$1.5M0.02%3,152CommonSOLE
055622104BPBP PLC$1.5M0.02%43,587CommonSOLE
530307305LBRDKLIBERTY BROADBAND CORP$1.5M0.02%17,136CommonSOLE
38246G108GDRXGOODRX HLDGS INC$1.5M0.02%330,000CommonSOLE
00326A104SGOLETFS GOLD TR$1.4M0.02%48,150CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$1.4M0.02%23,050CommonSOLE
14019W109CGXUCAPITAL GROUP INTL FOCUS EQT$1.4M0.02%56,649CommonSOLE
512807306LRCXLAM RESEARCH CORP$1.4M0.02%18,750CommonSOLE
501044101KRKROGER CO$1.4M0.02%19,994CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$1.3M0.02%5,101CommonSOLE
929089100VOYAVOYA FINANCIAL INC$1.3M0.02%19,893CommonSOLE
260003108DOVDOVER CORP$1.3M0.02%7,650CommonSOLE
H01301128ALCALCON AG$1.3M0.02%14,075CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$1.3M0.02%16,904CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$1.3M0.02%10,807CommonSOLE
868358102SGCSUPERIOR GROUP OF CO INC$1.3M0.02%120,000CommonSOLE
68404L201OPCHOPTION CARE HEALTH INC$1.3M0.02%37,500CommonSOLE
464287325IXJISHARES TR$1.3M0.02%14,160CommonSOLE
369604301GEGE AEROSPACE$1.3M0.02%6,390CommonSOLE
25862V105DVDOUBLEVERIFY HLDGS INC$1.3M0.02%95,000CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$1.2M0.02%6,300CommonSOLE
33733B100FIWFIRST TR EXCHANGE-TRADED FD$1.2M0.02%12,290CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$1.2M0.02%8,097CommonSOLE
682680103OKEONEOK INC NEW$1.2M0.02%12,437CommonSOLE
088606108BHPBHP GROUP LTD$1.2M0.02%25,250CommonSOLE
460690100IPGINTERPUBLIC GROUP COS INC$1.2M0.02%45,061CommonSOLE
718172109PMPHILIP MORRIS INTL INC$1.2M0.02%7,710CommonSOLE
46434G103IEMGISHARES INC$1.2M0.02%22,279CommonSOLE
483467106KLTRKALTURA INC$1.2M0.02%630,000CommonSOLE
036752103ELVELEVANCE HEALTH INC$1.2M0.02%2,716CommonSOLE
L72967109OECORION S.A.$1.2M0.02%89,903CommonSOLE
95082P105WCCWESCO INTL INC$1.2M0.02%7,430CommonSOLE
858155203GJBSTEELCASE INC$1.2M0.02%105,000CommonSOLE
384109104GGGGRACO INC$1.1M0.02%13,481CommonSOLE
87969B101TLSTELOS CORP MD$1.1M0.02%465,000CommonSOLE
514766104LFCRLIFECORE BIOMEDICAL INC$1.1M0.02%151,700CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$1.0M0.02%9,026CommonSOLE
20602D101CNXCCONCENTRIX CORP$1.0M0.02%18,600CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$1.0M0.02%7,890CommonSOLE
N20944109CNHCNH INDL N V$1.0M0.02%84,000CommonSOLE
37940X102GPNGLOBAL PMTS INC$1.0M0.02%10,450CommonSOLE
501242101KLICKULICKE & SOFFA INDS INC$1.0M0.02%30,806CommonSOLE
91913Y100VLOVALERO ENERGY CORP$1.0M0.02%7,667CommonSOLE
464287234EEMISHARES TR$981,5460.02%22,461CommonSOLE
464287200IVVISHARES TR$978,8300.02%1,742CommonSOLE
042735100ARWARROW ELECTRS INC$964,6850.02%9,291CommonSOLE
88677Q109TTS1EURTILE SHOP HLDGS INC$955,1580.02%147,401CommonSOLE
922908553VNQVANGUARD INDEX FDS$940,0770.02%10,383CommonSOLE
189054109CLXCLOROX CO DEL$918,1040.01%6,235CommonSOLE
09062X103BIIBBIOGEN INC$914,0910.01%6,680CommonSOLE
032108664HACKAMPLIFY ETF TR$897,7870.01%12,504CommonSOLE
55024U109LITELUMENTUM HLDGS INC$888,3450.01%14,250CommonSOLE
231021106CMICUMMINS INC$872,3040.01%2,783CommonSOLE
921932828VIOOVANGUARD ADMIRAL FDS INC$870,3180.01%9,018CommonSOLE
443201108HWMHOWMET AEROSPACE INC$868,5420.01%6,695CommonSOLE
579780206MKCMCCORMICK & CO INC$859,1520.01%10,438CommonSOLE
500754106KHCKRAFT HEINZ CO$852,1920.01%28,005CommonSOLE
922908736VUGVANGUARD INDEX FDS$843,2450.01%2,274CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$843,2240.01%24,699CommonSOLE
369550108GDGENERAL DYNAMICS CORP$840,9090.01%3,085CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$823,0540.01%1,396CommonSOLE
46432F834IXUSISHARES TR$816,7770.01%11,700CommonSOLE
345370860FFORD MTR CO$809,1500.01%80,673CommonSOLE
737630103PCHPOTLATCHDELTIC CORPORATION$806,9710.01%17,885CommonSOLE
093712107BEBLOOM ENERGY CORP$800,1620.01%40,700CommonSOLE
71880K101PHINPHINIA INC$792,1260.01%18,669CommonSOLE
922042718VSSVANGUARD INTL EQUITY INDEX F$790,4730.01%6,838CommonSOLE
12504L109CBRECBRE GROUP INC$782,8490.01%5,986CommonSOLE
24477E103DHDEFINITIVE HEALTHCARE CORP$765,8500.01%265,000CommonSOLE
729132100PLXSPLEXUS CORP$763,1420.01%5,956CommonSOLE
803054204SAPSAP SE$724,7880.01%2,700CommonSOLE
G0176J109ALLEALLEGION PLC$709,8330.01%5,441CommonSOLE
46138E362SPHDINVESCO EXCH TRADED FD TR II$702,6670.01%13,989CommonSOLE
464287598IWDISHARES TR$694,3100.01%3,690CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$685,4230.01%10,532CommonSOLE
85917W102SBTEURSTERLING BANCORP INC$677,6000.01%140,000CommonSOLE
00162Q858SDOGALPS ETF TR$675,9350.01%11,634CommonSOLE
69346N107PDXPIMCO DYNAMIC INCOME STRATEG$674,8500.01%27,500CommonSOLE
127097103CTRACOTERRA ENERGY INC$673,3700.01%23,300CommonSOLE
10806X102BBIOBRIDGEBIO PHARMA INC$658,5590.01%19,050CommonSOLE
53229C107LSPDLIGHTSPEED COMMERCE INC$656,2500.01%75,000CommonSOLE
87305R109TTMITTM TECHNOLOGIES INC$650,1670.01%31,700CommonSOLE
88579Y101MMM3M CO$640,6830.01%4,363CommonSOLE
464287465EFAISHARES TR$638,0660.01%7,807CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$634,9290.01%8,502CommonSOLE
45780L104INGNINOGEN INC$626,3710.01%87,850CommonSOLE
863667101SYKSTRYKER CORPORATION$617,1910.01%1,658CommonSOLE
697900108PAASPAN AMERN SILVER CORP$612,7130.01%23,721CommonSOLE
05464T104AXSMAXSOME THERAPEUTICS INC$606,4760.01%5,200CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$599,8540.01%5,300CommonSOLE
704326107PAYXPAYCHEX INC$590,5840.01%3,828CommonSOLE
91359E105UHTUNIVERSAL HEALTH RLTY INCOME$589,8240.01%14,400CommonSOLE
126408103CSXCSX CORP$587,1870.01%19,952CommonSOLE
753422104RPDRAPID7 INC$583,2200.01%22,000CommonSOLE
044186104ASHASHLAND INC$575,1130.01%9,700CommonSOLE
097023105BABOEING CO$574,5830.01%3,369CommonSOLE
143130102KMXCARMAX INC$572,8680.01%7,352CommonSOLE
02209S103MOALTRIA GROUP INC$569,9540.01%9,496CommonNONE
85207H104PHYSSPROTT PHYSICAL GOLD TR$565,9390.01%23,522CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$562,4640.01%3,200CommonSOLE
63001N106NATLNCR ATLEOS CORPORATION$553,9800.01%21,000CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$547,8720.01%17,560CommonSOLE
62944T105NVRNVR INC$543,3290.01%75CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$524,3520.01%2,400CommonSOLE
745867101PHMPULTE GROUP INC$520,3740.01%5,062CommonSOLE
81369Y100XLBSELECT SECTOR SPDR TR$518,4590.01%6,030CommonSOLE
78464A763SDYSPDR SER TR$512,1920.01%3,775CommonSOLE
46429B523EDENISHARES TR$505,9510.01%4,871CommonSOLE
912008109USFDUS FOODS HLDG CORP$497,9540.01%7,607CommonSOLE
370334104GISGENERAL MLS INC$486,5110.01%8,137CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$485,5640.01%12,983CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$483,5930.01%2,833CommonSOLE
92189F791GDXJVANECK ETF TRUST$468,9260.01%8,198CommonSOLE
92189H409HYDVANECK ETF TRUST$456,5260.01%8,920CommonSOLE
40434L105HPQHP INC$455,7500.01%16,459CommonNONE
46432F859ISTBISHARES TR$454,4900.01%9,400CommonSOLE
307675108FB1FARMER BROS CO$450,6600.01%203,000CommonSOLE
883203101TXTTEXTRON INC$442,8930.01%6,130CommonSOLE
25746U109DDOMINION ENERGY INC$440,9340.01%7,864CommonSOLE
88162G103TTEKTETRA TECH INC NEW$439,4810.01%15,025CommonSOLE
62886E108VYXNCR VOYIX CORPORATION$438,7500.01%45,000CommonSOLE
278865100ECLECOLAB INC$429,7160.01%1,695CommonSOLE
458140100INTCINTEL CORP$426,7160.01%18,790CommonSOLE
44925C103ICFIICF INTL INC$424,8500.01%5,000CommonSOLE
64110D104NTAPNETAPP INC$422,8620.01%4,814CommonSOLE
22052L104CTVACORTEVA INC$422,6380.01%6,716CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$403,4580.01%2,067CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$397,5920.01%7,822CommonSOLE
46435U473HYBBISHARES TR$397,4060.01%8,600CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$389,7840.01%6,031CommonSOLE
781846209RUSHARUSH ENTERPRISES INC$389,3590.01%7,290CommonSOLE
05601C105BGSFBGSF INC$385,2960.01%104,700CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$383,4130.01%1,850CommonSOLE
03831W108APPAPPLOVIN CORP$378,6420.01%1,429CommonNONE
30034W106EVRGEVERGY INC$372,3300.01%5,400CommonSOLE
85207K107PSLVSPROTT PHYSICAL SILVER TR$371,2000.01%32,000CommonSOLE
969457100WMBWILLIAMS COS INC$370,5120.01%6,200CommonSOLE
464287606IJKISHARES TR$367,2650.01%4,410CommonSOLE
46429B697USMVISHARES TR$360,0290.01%3,844CommonSOLE
922908751VBVANGUARD INDEX FDS$358,7920.01%1,618CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$358,4000.01%3,500CommonSOLE
89832Q109TFCTRUIST FINL CORP$357,2230.01%8,681CommonSOLE
88160R101TSLATESLA INC$355,3080.01%1,371CommonSOLE
464288885EFGISHARES TR$351,0000.01%3,510CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$346,6760.01%1,111CommonSOLE
25459Y694FASDIREXION SHS ETF TR$343,9330.01%2,175CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$341,4640.01%23,812CommonSOLE
126650100CVSCVS HEALTH CORP$339,4280.01%5,010CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$335,1100.01%6,330CommonNONE
80105N105SNYSANOFI$332,7600.01%6,000CommonSOLE
G0750C108AXTAAXALTA COATING SYS LTD$318,4320.01%9,600CommonSOLE
570535104MKLMARKEL GROUP INC$317,8340.01%170CommonSOLE
12468P104AIC3 AI INC$317,3290.01%15,075CommonSOLE
04956D107ATMUATMUS FILTRATION TECHNOLOGIE$312,2420.01%8,501CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$304,5730.00%19,739CommonNONE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$304,4330.00%4,230CommonSOLE
256677105DGDOLLAR GEN CORP NEW$291,9280.00%3,320CommonSOLE
14174T107CTRECARETRUST REIT INC$291,5160.00%10,200CommonSOLE
115236101BROBROWN & BROWN INC$289,4790.00%2,327CommonSOLE
G59665102MGTXMEIRAGTX HLDGS PLC$288,1500.00%42,500CommonSOLE
45867G101IDCCINTERDIGITAL INC$286,3490.00%1,385CommonNONE
026874784AIGAMERICAN INTL GROUP INC$275,6870.00%3,171CommonNONE
74348A467NOBLPROSHARES TR$274,8640.00%2,690CommonSOLE
336433107FSLRFIRST SOLAR INC$271,8250.00%2,150CommonSOLE
45687V106IRINGERSOLL RAND INC$271,7820.00%3,396CommonSOLE
88033G407THCTENET HEALTHCARE CORP$271,4210.00%2,018CommonNONE
228368106CCKCROWN HLDGS INC$263,3170.00%2,950CommonSOLE
921910733ESGVVANGUARD WORLD FD$262,5060.00%2,680CommonSOLE
872540109TJXTJX COS INC NEW$261,3830.00%2,146CommonSOLE
92338C103VLTOVERALTO CORP$258,2430.00%2,650CommonSOLE
25243Q205DEODIAGEO PLC$257,7830.00%2,460CommonSOLE
893641100TDGTRANSDIGM GROUP INC$257,2920.00%186CommonSOLE
380237107GDDYGODADDY INC$256,5190.00%1,424CommonNONE
30212P303EXPEEXPEDIA GROUP INC$254,8400.00%1,516CommonNONE
03969K108ARQTARCUTIS BIOTHERAPEUTICS INC$253,3680.00%16,200CommonSOLE
405024100HAEHAEMONETICS CORP MASS$249,4340.00%3,925CommonSOLE
19247G107COHRCOHERENT CORP$248,7850.00%3,831CommonSOLE
922908629VOVANGUARD INDEX FDS$248,7260.00%962CommonSOLE
03969T109ARCTARCTURUS THERAPEUTICS HLDGS$247,8060.00%23,400CommonSOLE
22160N109CSGPCOSTAR GROUP INC$247,6730.00%3,126CommonSOLE
872590104TMUST-MOBILE US INC$242,4390.00%909CommonSOLE
670346105NUENUCOR CORP$242,1240.00%2,012CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$240,3630.00%437CommonNONE
303075105FDSFACTSET RESH SYS INC$238,6860.00%525CommonSOLE
629377508NRGNRG ENERGY INC$238,6500.00%2,500CommonSOLE
92204A702VGTVANGUARD WORLD FD$235,9350.00%435CommonSOLE
H2906T109GRMNGARMIN LTD$234,5000.00%1,080CommonSOLE
736508847PORPORTLAND GEN ELEC CO$231,9200.00%5,200CommonSOLE
85207Q104SPPPSPROTT PHYSICAL PLAT PALLAD$228,6200.00%23,000CommonSOLE
09290D101BLKBLACKROCK INC$228,1020.00%241CommonSOLE
35137L105FOXAFOX CORP$227,1360.00%4,013CommonNONE
03662Q105AKXANSYS INC$224,4410.00%709CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$219,6840.00%3,754CommonSOLE
004498101ACIWACI WORLDWIDE INC$219,3320.00%4,009CommonNONE
464287705IJJISHARES TR$215,5140.00%1,800CommonSOLE
48251W104KKRKKR & CO INC$215,0350.00%1,860CommonSOLE
191216100KOCOCA COLA CO$214,8600.00%3,000PUTSOLE
46428Q109SLVISHARES SILVER TR$210,7320.00%6,800CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$209,7870.00%10,606CommonSOLE

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.