MondegarAI
TOCQUEVILLE ASSET MANAGEMENT L.P.

Q3 2025 · 13F-HR

TOCQUEVILLE ASSET MANAGEMENT L.P.holdings as filed

Filed 2025-11-13 · accession 0000919574-25-006724

$6.88B
Reported value
548
Positions
2025-09-30
Period end
View analyzed profile →PRO

The Brief · TOCQUEVILLE ASSET MANAGEMENT L.P. · Q3 2025

AI · grounded in 13F

TOCQUEVILLE ASSET MANAGEMENT L.P. established a new position in Home Depot Inc HD valued at $357.8M. The fund also initiated new stakes in NVIDIA Corporation NVDA for $244.3M and Microsoft Corp MSFT for $237.8M. Additional new positions include Apple Inc AAPL at $178.5M and Alphabet Inc GOOGL at $171.3M.

Holdings as filed

First 500 of 548

CUSIPTickerIssuerValue% port.SharesClassVoting
437076102HDHOME DEPOT INC$357.8M5.20%883,115CommonSOLE
67066G104NVDANVIDIA CORPORATION$242.3M3.52%1,298,713CommonSOLE
594918104MSFTMICROSOFT CORP$237.8M3.46%459,206CommonSOLE
037833100AAPLAPPLE INC$178.4M2.59%700,660CommonSOLE
02079K305GOOGLALPHABET INC$171.3M2.49%704,716CommonSOLE
023135106AMZNAMAZON COM INC$166.9M2.43%760,187CommonSOLE
02079K107GOOGALPHABET INC$160.9M2.34%660,791CommonSOLE
464285204IAUISHARES GOLD TR$132.3M1.92%1,818,092CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$112.4M1.63%223,616CommonSOLE
747525103QCOMQUALCOMM INC$96.9M1.41%582,479CommonSOLE
65339F101NEENEXTERA ENERGY INC$88.5M1.29%1,172,832CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$82.8M1.20%262,461CommonSOLE
760759100RSGREPUBLIC SVCS INC$80.3M1.17%349,947CommonSOLE
00287Y109ABBVABBVIE INC$77.6M1.13%335,231CommonSOLE
038222105AMATAPPLIED MATLS INC$72.2M1.05%352,735CommonSOLE
13321L108CCJCAMECO CORP$71.1M1.03%847,377CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$63.9M0.93%651,761CommonSOLE
651639106NEMNEWMONT CORP$61.0M0.89%723,773CommonSOLE
31428X106FDXFEDEX CORP$60.2M0.88%255,254CommonSOLE
773121108RKLBROCKET LAB CORP$58.4M0.85%1,219,640CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$57.2M0.83%511,464CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$56.8M0.83%426,472CommonSOLE
30303M102METAMETA PLATFORMS INC$55.6M0.81%75,752CommonSOLE
166764100CVXCHEVRON CORP NEW$54.9M0.80%353,722CommonSOLE
478160104JNJJOHNSON & JOHNSON$52.5M0.76%283,337CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$51.9M0.75%344,162CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$51.2M0.74%1,305,699CommonSOLE
009158106APDAIR PRODS & CHEMS INC$50.5M0.73%185,075CommonSOLE
742718109PGPROCTER AND GAMBLE CO$49.9M0.73%324,849CommonSOLE
244199105DEDEERE & CO$48.4M0.70%105,820CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$46.7M0.68%58,595CommonSOLE
438516106HONHONEYWELL INTL INC$46.0M0.67%218,500CommonSOLE
58933Y105MRKMERCK & CO INC$45.9M0.67%547,200CommonSOLE
595112103MUMICRON TECHNOLOGY INC$45.4M0.66%271,631CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$43.6M0.63%446,729CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$42.6M0.62%533,336CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$41.2M0.60%85,045CommonSOLE
701094104PHPARKER-HANNIFIN CORP$41.2M0.60%54,343CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$39.5M0.57%194,219CommonSOLE
291011104EMREMERSON ELEC CO$39.3M0.57%299,583CommonSOLE
931142103WMTWALMART INC$39.0M0.57%378,049CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$38.7M0.56%1,563,118CommonSOLE
149123101CATCATERPILLAR INC$38.6M0.56%80,990CommonSOLE
172967424CCITIGROUP INC$38.4M0.56%378,018CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$38.0M0.55%7,035CommonSOLE
92189F106GDXVANECK ETF TRUST$37.9M0.55%496,414CommonSOLE
11135F101AVGOBROADCOM INC$35.5M0.52%107,756CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$34.7M0.50%387,900CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$34.2M0.50%60,149CommonSOLE
75513E101RTXRTX CORPORATION$32.1M0.47%191,776CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$32.0M0.47%92,738CommonSOLE
743315103PGRPROGRESSIVE CORP$31.9M0.46%129,324CommonSOLE
904767704UNILEVER PLC$31.9M0.46%538,725CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$31.8M0.46%112,830CommonSOLE
H1467J104CBCHUBB LIMITED$31.7M0.46%112,137CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$30.5M0.44%54,218CommonSOLE
00206R102TAT&T INC$29.8M0.43%1,053,801CommonSOLE
68389X105ORCLORACLE CORP$29.7M0.43%105,706CommonSOLE
55261F104MTBM & T BK CORP$29.2M0.42%147,806CommonSOLE
92826C839VVISA INC$29.1M0.42%85,142CommonSOLE
008073108AVAVAEROVIRONMENT INC$28.8M0.42%91,545CommonSOLE
002824100ABTABBOTT LABS$28.5M0.41%212,776CommonSOLE
020002101ALLALLSTATE CORP$27.4M0.40%127,646CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$27.0M0.39%188,725CommonSOLE
902973304USBUS BANCORP DEL$27.0M0.39%558,186CommonSOLE
N00985106AERAERCAP HOLDINGS NV$26.5M0.39%219,325CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$26.0M0.38%214,790CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$26.0M0.38%27,893CommonSOLE
636180101NFGNATIONAL FUEL GAS CO$26.0M0.38%281,200CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$25.9M0.38%61,742CommonSOLE
00724F101ADBEADOBE INC$25.2M0.37%71,410CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$25.2M0.37%408,984CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$25.1M0.37%85,612CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$24.6M0.36%145,923CommonSOLE
78463V107GLDSPDR GOLD TR$24.5M0.36%69,043CommonSOLE
81762P102NOWSERVICENOW INC$24.2M0.35%26,350CommonSOLE
060505104BACBANK AMERICA CORP$24.2M0.35%469,851CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$24.0M0.35%507,700CommonSOLE
17275R102CSCOCISCO SYS INC$23.9M0.35%349,667CommonSOLE
902494103TSNTYSON FOODS INC$23.5M0.34%433,552CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$23.4M0.34%82,947CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$23.2M0.34%276,277CommonSOLE
126650100CVSCVS HEALTH CORP$23.2M0.34%307,161CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$22.6M0.33%577,487CommonSOLE
372460105GPCGENUINE PARTS CO$22.6M0.33%163,263CommonSOLE
25746U109DDOMINION ENERGY INC$22.5M0.33%367,501CommonSOLE
67077M108NTRNUTRIEN LTD$22.3M0.32%380,462CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$21.8M0.32%184,336CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$21.3M0.31%392,760CommonSOLE
G5960L103MDTMEDTRONIC PLC$21.2M0.31%222,513CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$20.9M0.30%109,559CommonSOLE
929160109VMCVULCAN MATLS CO$20.8M0.30%67,683CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$20.8M0.30%42,369CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$20.5M0.30%273,540CommonSOLE
03073E105CORCENCORA INC$20.4M0.30%65,168CommonSOLE
928298108VSHVISHAY INTERTECHNOLOGY INC$20.1M0.29%1,313,711CommonSOLE
79466L302CRMSALESFORCE INC$20.1M0.29%84,728CommonSOLE
548661107LOWLOWES COS INC$19.8M0.29%78,616CommonSOLE
580135101MCDMCDONALDS CORP$19.6M0.28%64,376CommonSOLE
713448108PEPPEPSICO INC$19.3M0.28%137,669CommonSOLE
94106L109WMWASTE MGMT INC DEL$19.3M0.28%87,545CommonSOLE
254687106DISDISNEY WALT CO$19.3M0.28%168,757CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$18.9M0.28%372,748CommonSOLE
532457108LLYELI LILLY & CO$18.6M0.27%24,398CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$18.3M0.27%416,289CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$18.2M0.26%337,205CommonSOLE
025816109AXPAMERICAN EXPRESS CO$18.0M0.26%54,079CommonSOLE
127190304CACICACI INTL INC$17.7M0.26%35,558CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$17.4M0.25%27,613CommonSOLE
896239100TRMBTRIMBLE INC$16.9M0.25%207,258CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$16.6M0.24%47,635CommonSOLE
907818108UNPUNION PAC CORP$16.3M0.24%69,082CommonSOLE
82509L107SHOPSHOPIFY INC$16.3M0.24%109,634CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$16.2M0.24%24,392CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$16.1M0.23%17,342CommonSOLE
191216100KOCOCA COLA CO$16.0M0.23%240,777CommonSOLE
670346105NUENUCOR CORP$15.9M0.23%117,043CommonSOLE
Y2573F102FLEXFLEX LTD$15.6M0.23%269,241CommonSOLE
37940X102GPNGLOBAL PMTS INC$15.5M0.23%186,905CommonSOLE
075887109BDXBECTON DICKINSON & CO$15.3M0.22%81,744CommonSOLE
444859102HUMHUMANA INC$15.1M0.22%57,959CommonSOLE
626717102MURMURPHY OIL CORP$14.9M0.22%525,809CommonSOLE
256746108DLTRDOLLAR TREE INC$14.9M0.22%157,687CommonSOLE
66987V109NVSNOVARTIS AG$14.9M0.22%115,902CommonSOLE
854502101SWKSTANLEY BLACK & DECKER INC$14.8M0.22%198,971CommonSOLE
78464A698KRESPDR SERIES TRUST$14.8M0.21%233,216CommonSOLE
717081103PFEPFIZER INC$14.6M0.21%572,327CommonSOLE
351858105FNVFRANCO NEV CORP$14.5M0.21%65,220CommonSOLE
458140100INTCINTEL CORP$14.5M0.21%432,313CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$14.4M0.21%31,522CommonSOLE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$14.2M0.21%249,114CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$14.1M0.20%176,517CommonSOLE
30231G102XOMEXXON MOBIL CORP$14.1M0.20%124,886CommonSOLE
219350105GLWCORNING INC$13.8M0.20%168,836CommonSOLE
778296103ROSTROSS STORES INC$13.8M0.20%90,352CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$13.6M0.20%74,300CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$13.5M0.20%250,192CommonSOLE
02005N100ALLYALLY FINL INC$13.4M0.19%340,623CommonSOLE
06849F108BBARRICK MNG CORP$13.3M0.19%404,795CommonSOLE
770700102HOODROBINHOOD MKTS INC$13.3M0.19%92,565CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$13.3M0.19%158,992CommonSOLE
852066208SIISPROTT INC$13.0M0.19%156,457CommonSOLE
871829107SYYSYSCO CORP$12.8M0.19%154,867CommonSOLE
462222100IONSIONIS PHARMACEUTICALS INC$12.6M0.18%193,045CommonSOLE
921946794VYMIVANGUARD WHITEHALL FDS$12.6M0.18%148,373CommonSOLE
001055102AFLAFLAC INC$12.6M0.18%112,459CommonSOLE
192108504CDECOEUR MNG INC$12.2M0.18%647,734CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$12.1M0.18%122,665CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$12.1M0.18%202,609CommonSOLE
983793100XPOXPO INC$12.0M0.17%93,107CommonSOLE
949746101WMT2WELLS FARGO CO NEW$11.5M0.17%136,904CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$11.3M0.16%25,262CommonSOLE
780259305SHELSHELL PLC$11.0M0.16%154,449CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$10.9M0.16%22,635CommonSOLE
714046109RVTYREVVITY INC$10.7M0.16%122,459CommonSOLE
504922105LHLABCORP HOLDINGS INC$10.5M0.15%36,742CommonSOLE
216648501COOCOOPER COS INC$10.5M0.15%152,445CommonSOLE
337738108FISVFISERV INC$10.3M0.15%80,143CommonSOLE
836100107SOUNSOUNDHOUND AI INC$10.2M0.15%633,413CommonSOLE
876030107TPRTAPESTRY INC$10.0M0.15%88,596CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$10.0M0.15%15,000PUTSOLE
64110L106NFLXNETFLIX INC$9.9M0.14%8,268CommonSOLE
G54950103LINLINDE PLC$9.8M0.14%20,588CommonSOLE
461202103INTUINTUIT$9.6M0.14%14,051CommonSOLE
G8060N102STSENSATA TECHNOLOGIES HLDG PL$9.5M0.14%310,008CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$9.4M0.14%67,532CommonSOLE
59356Q108MIAXMIAMI INTL HLDGS INC$9.3M0.14%230,700CommonSOLE
224408104CRCRANE COMPANY$9.3M0.13%50,400CommonSOLE
29358P101ENSGENSIGN GROUP INC$9.1M0.13%52,758CommonSOLE
74762E102QUREQUANTA SVCS INC$9.1M0.13%21,947CommonSOLE
682189105ONON SEMICONDUCTOR CORP$9.0M0.13%182,053CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$8.9M0.13%92,824CommonSOLE
235851102DHRDANAHER CORPORATION$8.9M0.13%44,681CommonSOLE
05463X106AXGNAXOGEN INC$8.7M0.13%484,900CommonSOLE
052769106ADSKAUTODESK INC$8.6M0.12%26,979CommonSOLE
83175M205SNNSMITH & NEPHEW PLC$8.5M0.12%235,009CommonSOLE
78464A870XBISPDR SERIES TRUST$8.5M0.12%84,840CommonSOLE
20825C104COPCONOCOPHILLIPS$8.4M0.12%88,382CommonSOLE
88556E102TDUPTHREDUP INC$8.3M0.12%880,000CommonSOLE
375558103GILDGILEAD SCIENCES INC$8.3M0.12%74,765CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$8.3M0.12%26,717CommonSOLE
65290E101NXTNEXTRACKER INC$8.1M0.12%109,785CommonSOLE
46641Q845JPSEJ P MORGAN EXCHANGE TRADED F$7.8M0.11%156,919CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$7.8M0.11%29,828CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$7.7M0.11%68,827CommonSOLE
278642103EBAYEBAY INC.$7.6M0.11%83,942CommonSOLE
05464C101AXONAXON ENTERPRISE INC$7.6M0.11%10,603CommonSOLE
56585A102MPCMARATHON PETE CORP$7.6M0.11%39,284CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$7.6M0.11%24,733CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$7.3M0.11%22,286CommonSOLE
578605107MECMAYVILLE ENGR CO INC$7.2M0.10%521,100CommonSOLE
48123V102ZDZIFF DAVIS INC$7.0M0.10%183,866CommonSOLE
053332102AZOAUTOZONE INC$7.0M0.10%1,623CommonSOLE
92204A207VDCVANGUARD WORLD FD$6.8M0.10%31,841CommonSOLE
N07059210ASMLASML HOLDING N V$6.8M0.10%7,012CommonSOLE
000957100ABMABM INDS INC$6.8M0.10%147,150CommonSOLE
464287481IWPISHARES TR$6.6M0.10%46,387CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$6.2M0.09%32,911CommonSOLE
628877201NCSMNCS MULTISTAGE HLDGS INC$6.2M0.09%121,602CommonSOLE
464288752ITBISHARES TR$6.2M0.09%57,865CommonSOLE
337932107FEFIRSTENERGY CORP$6.2M0.09%135,216CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$6.1M0.09%57,447CommonSOLE
031162100AMGNAMGEN INC$6.0M0.09%21,370CommonSOLE
654106103NKENIKE INC$6.0M0.09%86,355CommonSOLE
514952100LBLANDBRIDGE COMPANY LLC$6.0M0.09%111,880CommonSOLE
G3323L100FNFABRINET$5.8M0.08%15,885CommonSOLE
835699307SONYSONY GROUP CORP$5.6M0.08%195,110CommonSOLE
14575E105CARSCARS COM INC$5.6M0.08%456,494CommonSOLE
940923105WBIWATERBRIDGE INFRASTRUCTURE L$5.4M0.08%213,800CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$5.3M0.08%108,936CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$5.3M0.08%7CommonSOLE
04041L106ARISUSDARIS WATER SOLUTIONS INC$5.1M0.07%207,525CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$5.1M0.07%41,128CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$5.1M0.07%112,561CommonSOLE
224441105CXTCRANE NXT CO$5.1M0.07%75,400CommonSOLE
693718108PCARPACCAR INC$5.0M0.07%51,260CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$5.0M0.07%23,370CommonSOLE
50212V100LPLALPL FINL HLDGS INC$4.9M0.07%14,863CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$4.8M0.07%62,190CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$4.8M0.07%28,340CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$4.8M0.07%168,587CommonSOLE
502175102LTCLTC PPTYS INC$4.7M0.07%126,629CommonSOLE
855244109SBUXSTARBUCKS CORP$4.7M0.07%55,154CommonSOLE
G25508105CRHCRH PLC$4.7M0.07%38,865CommonSOLE
04010L103ARCCARES CAPITAL CORP$4.7M0.07%227,839CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$4.6M0.07%37,143CommonSOLE
922908512VOEVANGUARD INDEX FDS$4.6M0.07%26,293CommonSOLE
G98196101W9N0WNS HLDGS LTD$4.6M0.07%60,000CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$4.5M0.07%237,470CommonSOLE
464287630IWNISHARES TR$4.5M0.07%25,482CommonSOLE
46436E536SVALISHARES TR$4.5M0.07%134,140CommonSOLE
G0250X107AMCRAMCOR PLC$4.4M0.06%538,905CommonSOLE
92556V106VTRSVIATRIS INC$4.4M0.06%444,515CommonSOLE
464287622IWBISHARES TR$4.4M0.06%11,960CommonSOLE
267475101DYDYCOM INDS INC$4.2M0.06%14,520CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$4.1M0.06%49,589CommonSOLE
464287655IWMISHARES TR$4.1M0.06%16,945CommonSOLE
825704109SIBNSI-BONE INC$4.0M0.06%274,000CommonSOLE
55354G100MSCIMSCI INC$3.9M0.06%6,946CommonSOLE
49177J102KVUEKENVUE INC$3.9M0.06%241,138CommonSOLE
11271J107BNBROOKFIELD CORP$3.8M0.06%56,042CommonSOLE
609207105MDLZMONDELEZ INTL INC$3.8M0.06%61,374CommonSOLE
922908611VBRVANGUARD INDEX FDS$3.8M0.06%18,223CommonSOLE
46137V142PHOINVESCO EXCHANGE TRADED FD T$3.7M0.05%51,491CommonSOLE
89832Q109TFCTRUIST FINL CORP$3.7M0.05%80,934CommonSOLE
315616102FFIVF5 INC$3.7M0.05%11,422CommonSOLE
89151E109TTENTOTALENERGIES SE$3.5M0.05%59,190CommonSOLE
85254J102STAGSTAG INDL INC$3.5M0.05%99,458CommonSOLE
47233W109JEFJEFFERIES FINL GROUP INC$3.5M0.05%53,019CommonSOLE
80810D103SDGRSCHRODINGER INC$3.5M0.05%172,250CommonSOLE
98585N106YEXTYEXT INC$3.5M0.05%405,000CommonSOLE
969904101WSMWILLIAMS SONOMA INC$3.4M0.05%17,312CommonSOLE
229050307CYRXCRYOPORT INC$3.4M0.05%355,000CommonSOLE
78409V104SPGIS&P GLOBAL INC$3.4M0.05%6,914CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$3.3M0.05%12,935CommonSOLE
40412C101HCAHCA HEALTHCARE INC$3.2M0.05%7,600CommonSOLE
87969B101TLSTELOS CORP MD$3.2M0.05%465,000CommonSOLE
718546104PSXPHILLIPS 66$3.2M0.05%23,246CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$3.2M0.05%9,152CommonSOLE
87652V109TASKTASKUS INC$3.2M0.05%177,000CommonSOLE
882508104TXNTEXAS INSTRS INC$3.1M0.05%17,040CommonSOLE
512816109LAMRLAMAR ADVERTISING CO NEW$3.1M0.05%25,543CommonSOLE
92663R105VMDVIEMED HEALTHCARE INC$3.0M0.04%447,100CommonSOLE
922908744VTVVANGUARD INDEX FDS$3.0M0.04%16,143CommonSOLE
921910873MGCVANGUARD WORLD FD$3.0M0.04%12,240CommonSOLE
464287184FXIISHARES TR$2.9M0.04%71,215CommonSOLE
922908769VTIVANGUARD INDEX FDS$2.9M0.04%8,847CommonSOLE
92189F411BIZDVANECK ETF TRUST$2.9M0.04%194,073CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$2.9M0.04%13,344CommonSOLE
464287614IWFISHARES TR$2.9M0.04%6,107CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$2.8M0.04%14,972CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$2.8M0.04%25,515CommonSOLE
20030N101CMCSACOMCAST CORP NEW$2.8M0.04%88,267CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$2.7M0.04%40,270CommonSOLE
78349D107RXSTRXSIGHT INC$2.7M0.04%300,000CommonSOLE
852234103XYZBLOCK INC$2.7M0.04%36,787CommonSOLE
25862V105DVDOUBLEVERIFY HLDGS INC$2.6M0.04%220,500CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$2.6M0.04%102,619CommonSOLE
606710200MITKMITEK SYS INC$2.5M0.04%256,300CommonSOLE
88579Y101MMM3M CO$2.5M0.04%16,134CommonSOLE
14019W109CGXUCAPITAL GROUP INTL FOCUS EQT$2.5M0.04%83,536CommonSOLE
512807306LRCXLAM RESEARCH CORP$2.4M0.04%18,115CommonSOLE
922908363VOOVANGUARD INDEX FDS$2.4M0.03%3,884CommonSOLE
37954Y715BOTZGLOBAL X FDS$2.3M0.03%65,987CommonSOLE
887389104TKRTIMKEN CO$2.3M0.03%30,888CommonSOLE
55024U109LITELUMENTUM HLDGS INC$2.3M0.03%14,250CommonSOLE
58155Q103MCKMCKESSON CORP$2.3M0.03%2,967CommonSOLE
922908652VXFVANGUARD INDEX FDS$2.3M0.03%10,910CommonSOLE
G29183103ETNEATON CORP PLC$2.3M0.03%6,067CommonSOLE
37954Y343MLPAGLOBAL X FDS$2.2M0.03%46,266CommonSOLE
617446448MSMORGAN STANLEY$2.2M0.03%13,890CommonSOLE
59156R108METMETLIFE INC$2.1M0.03%26,071CommonSOLE
093712107BEBLOOM ENERGY CORP$2.1M0.03%25,325CommonSOLE
75960P104RELYREMITLY GLOBAL INC$2.1M0.03%130,000CommonSOLE
780287108RGLDROYAL GOLD INC$2.1M0.03%10,339CommonSOLE
15870P307CSBRCHAMPIONS ONCOLOGY INC$2.1M0.03%319,674CommonSOLE
464288224ICLNISHARES TR$2.1M0.03%133,344CommonSOLE
09075A108BVSBIOVENTUS INC$2.0M0.03%305,000CommonSOLE
483467106KLTRKALTURA INC$2.0M0.03%1,402,383CommonSOLE
37733W204GSKGSK PLC$2.0M0.03%46,757CommonSOLE
67066G104NVDANVIDIA CORPORATION$2.0M0.03%10,600PUTSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$2.0M0.03%4,665CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$2.0M0.03%7,013CommonSOLE
34354P105FLSFLOWSERVE CORP$1.9M0.03%36,530CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$1.9M0.03%8,192CommonSOLE
00162Q452AMLPALPS ETF TR$1.9M0.03%41,003CommonSOLE
G3R239101GAMBGAMBLING COM GROUP LIMITED$1.9M0.03%232,000CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$1.9M0.03%22,711CommonSOLE
369604301GEGE AEROSPACE$1.9M0.03%6,285CommonSOLE
493267108KEYKEYCORP$1.8M0.03%98,589CommonSOLE
46090E103QQQINVESCO QQQ TR$1.8M0.03%3,058CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$1.8M0.03%25,499CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$1.8M0.03%16,625CommonSOLE
74340E103PGNYPROGYNY INC$1.8M0.03%84,000CommonSOLE
00326A104SGOLETFS GOLD TR$1.8M0.03%48,150CommonSOLE
744320102PRUPRUDENTIAL FINL INC$1.8M0.03%16,881CommonSOLE
14316J108CGCARLYLE GROUP INC$1.7M0.03%27,850CommonSOLE
80105N105SNYSANOFI SA$1.7M0.03%36,495CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$1.7M0.02%25,718CommonSOLE
806857108SLBSCHLUMBERGER LTD$1.6M0.02%47,212CommonSOLE
M8216R109RSKDRISKIFIED LTD$1.6M0.02%346,000CommonSOLE
92204A306VDEVANGUARD WORLD FD$1.6M0.02%12,620CommonSOLE
92189H805REMXVANECK ETF TRUST$1.6M0.02%23,841CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$1.5M0.02%23,033CommonSOLE
98980F104GTMZOOMINFO TECHNOLOGIES INC$1.5M0.02%140,000CommonSOLE
46434G103IEMGISHARES INC$1.5M0.02%23,129CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$1.5M0.02%6,300CommonSOLE
142339100CSLCARLISLE COS INC$1.5M0.02%4,554CommonSOLE
929089100VOYAVOYA FINANCIAL INC$1.5M0.02%19,893CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$1.5M0.02%3,200CommonSOLE
98149E303GLDMWORLD GOLD TR$1.5M0.02%19,135CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$1.5M0.02%25,560CommonSOLE
29414B104EPAMEPAM SYS INC$1.4M0.02%9,500CommonSOLE
125523100CITHE CIGNA GROUP$1.4M0.02%4,924CommonSOLE
088606108BHPBHP GROUP LTD$1.4M0.02%25,150CommonSOLE
81730H109SSENTINELONE INC$1.4M0.02%78,035CommonSOLE
741623102PRMBPRIMO BRANDS CORPORATION$1.3M0.02%60,500CommonSOLE
231021106CMICUMMINS INC$1.3M0.02%3,093CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$1.3M0.02%14,949CommonSOLE
868358102SGCSUPERIOR GROUP OF CO INC$1.3M0.02%120,000CommonSOLE
055622104BPBP PLC$1.3M0.02%37,047CommonSOLE
260003108DOVDOVER CORP$1.3M0.02%7,650CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$1.3M0.02%3,946CommonSOLE
71880K101PHINPHINIA INC$1.3M0.02%22,073CommonSOLE
501242101KLICKULICKE & SOFFA INDS INC$1.3M0.02%30,806CommonSOLE
92204A405VFHVANGUARD WORLD FD$1.2M0.02%9,520CommonSOLE
91913Y100VLOVALERO ENERGY CORP$1.2M0.02%7,208CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$1.2M0.02%7,890CommonSOLE
464287234EEMISHARES TR$1.2M0.02%22,418CommonSOLE
G0176J109ALLEALLEGION PLC$1.2M0.02%6,741CommonSOLE
464287465EFAISHARES TR$1.2M0.02%12,737CommonSOLE
892331307TMTOYOTA MOTOR CORP$1.2M0.02%6,200CommonSOLE
718172109PMPHILIP MORRIS INTL INC$1.2M0.02%7,210CommonSOLE
501044101KRKROGER CO$1.2M0.02%17,275CommonSOLE
042735100ARWARROW ELECTRS INC$1.1M0.02%9,491CommonSOLE
33733B100FIWFIRST TR EXCHANGE-TRADED FD$1.1M0.02%10,210CommonSOLE
369550108GDGENERAL DYNAMICS CORP$1.1M0.02%3,285CommonSOLE
514766104LFCRLIFECORE BIOMEDICAL INC$1.1M0.02%151,700CommonSOLE
922908736VUGVANGUARD INDEX FDS$1.1M0.02%2,274CommonSOLE
09260D107BXBLACKSTONE INC$1.1M0.02%6,325CommonSOLE
87305R109TTMITTM TECHNOLOGIES INC$1.1M0.02%18,700CommonSOLE
384109104GGGGRACO INC$1.1M0.02%12,590CommonSOLE
68404L201OPCHOPTION CARE HEALTH INC$1.0M0.02%37,500CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$1.0M0.02%3,707CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$1.0M0.01%32,699CommonSOLE
921932828VIOOVANGUARD ADMIRAL FDS INC$996,2080.01%9,018CommonSOLE
10806X102BBIOBRIDGEBIO PHARMA INC$975,1740.01%18,775CommonSOLE
922042718VSSVANGUARD INTL EQUITY INDEX F$974,7570.01%6,838CommonSOLE
12504L109CBRECBRE GROUP INC$968,0490.01%6,144CommonSOLE
46432F834IXUSISHARES TR$966,1860.01%11,700CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$958,4830.01%1,920CommonSOLE
H01301128ALCALCON AG$944,4140.01%12,675CommonSOLE
032108664HACKAMPLIFY ETF TR$926,0690.01%10,669CommonSOLE
443201108HWMHOWMET AEROSPACE INC$922,2810.01%4,700CommonSOLE
697900108PAASPAN AMERN SILVER CORP$918,7140.01%23,721CommonSOLE
09062X103BIIBBIOGEN INC$917,6640.01%6,551CommonSOLE
20602D101CNXCCONCENTRIX CORP$909,7550.01%19,713CommonSOLE
69346N107PDXPIMCO DYNAMIC INCOME STRATEG$904,9590.01%36,300CommonSOLE
719405102PLABPHOTRONICS INC$900,0760.01%39,219CommonSOLE
922908553VNQVANGUARD INDEX FDS$876,2610.01%9,585CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$872,9020.01%8,023CommonSOLE
24477E103DHDEFINITIVE HEALTHCARE CORP$872,9000.01%215,000CommonSOLE
682680103OKEONEOK INC NEW$868,8540.01%11,907CommonSOLE
729132100PLXSPLEXUS CORP$858,8800.01%5,936CommonSOLE
63001N106NATLNCR ATLEOS CORPORATION$825,5100.01%21,000CommonSOLE
55939A107MAGNMAGNERA CORP$820,4000.01%70,000CommonSOLE
38964R203ETHGRAYSCALE ETHEREUM MINI TR E$818,0780.01%20,880CommonSOLE
92189F791GDXJVANECK ETF TRUST$811,8480.01%8,198CommonSOLE
N20944109CNHCNH INDL N V$810,4950.01%74,700CommonSOLE
464287598IWDISHARES TR$780,7680.01%3,835CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$757,3490.01%5,496CommonSOLE
126408103CSXCSX CORP$744,0060.01%20,952CommonSOLE
097023105BABOEING CO$742,8870.01%3,442CommonSOLE
00162Q718IDOGALPS ETF TR$722,7160.01%20,301CommonSOLE
803054204SAPSAP SE$721,4670.01%2,700CommonSOLE
45780L104INGNINOGEN INC$717,7350.01%87,850CommonSOLE
579780206MKCMCCORMICK & CO INC$698,4070.01%10,438CommonSOLE
745867101PHMPULTE GROUP INC$694,7400.01%5,258CommonSOLE
85207H104PHYSSPROTT ASSET MANAGEMENT LP$694,6780.01%23,453CommonSOLE
05464T104AXSMAXSOME THERAPEUTICS INC$686,1930.01%5,650CommonSOLE
46138E362SPHDINVESCO EXCH TRADED FD TR II$683,0030.01%13,812CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$676,7220.01%1,357CommonSOLE
427866108HSYHERSHEY CO$673,7540.01%3,602CommonSOLE
260557103DOWDOW INC$649,0800.01%28,307CommonSOLE
02209S103MOALTRIA GROUP INC$645,8860.01%9,777CommonNONE
N97284108NBISNEBIUS GROUP N.V.$645,5530.01%5,750CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$642,9760.01%3,200CommonSOLE
044186104ASHASHLAND INC$637,2030.01%13,300CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$637,0810.01%10,532CommonSOLE
81369Y100XLBSELECT SECTOR SPDR TR$614,7930.01%6,860CommonSOLE
62944T105NVRNVR INC$602,6000.01%75CommonSOLE
858155203GJBSTEELCASE INC$602,0000.01%35,000CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$600,8500.01%6,100CommonSOLE
863667101SYKSTRYKER CORPORATION$594,4290.01%1,608CommonSOLE
88160R101TSLATESLA INC$594,1460.01%1,336CommonSOLE
912008109USFDUS FOODS HLDG CORP$582,8480.01%7,607CommonSOLE
464287200IVVISHARES TR$570,2440.01%852CommonSOLE
62886E108VYXNCR VOYIX CORPORATION$564,7500.01%45,000CommonSOLE
91359E105UHTUNIVERSAL HEALTH RLTY INCOME$564,0480.01%14,400CommonSOLE
127097103CTRACOTERRA ENERGY INC$562,8700.01%23,800CommonSOLE
L72967109OECORION S.A.$542,7510.01%71,603CommonSOLE
19188U206CODACODA OCTOPUS GROUP INC$538,1890.01%67,064CommonSOLE
704326107PAYXPAYCHEX INC$533,5330.01%4,209CommonSOLE
46429B523EDENISHARES TR$531,0620.01%4,871CommonSOLE
191216100KOCOCA COLA CO$530,5600.01%8,000PUTSOLE
78464A763SDYSPDR SERIES TRUST$526,5880.01%3,760CommonSOLE
64110D104NTAPNETAPP INC$521,2240.01%4,400CommonSOLE
883203101TXTTEXTRON INC$517,9240.01%6,130CommonSOLE
406216101HALHALLIBURTON CO$513,1070.01%20,858CommonSOLE
40434L105HPQHP INC$507,9210.01%18,653CommonNONE
29273V100ETENERGY TRANSFER L P$505,8080.01%29,476CommonSOLE
85207K107PSLVSPROTT ASSET MANAGEMENT LP$502,4000.01%32,000CommonSOLE
88162G103TTEKTETRA TECH INC NEW$501,5350.01%15,025CommonSOLE
278865100ECLECOLAB INC$491,5790.01%1,795CommonSOLE
03969T109ARCTARCTURUS THERAPEUTICS HLDGS$488,3950.01%26,500CommonSOLE
G59665102MGTXMEIRAGTX HLDGS PLC$487,2160.01%59,200CommonSOLE
345370860FFORD MTR CO$486,4490.01%40,673CommonSOLE
87256C101TKOTKO GROUP HOLDINGS INC$482,8860.01%2,391CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$479,4800.01%8,002CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$477,9660.01%1,850CommonSOLE
336433107FSLRFIRST SOLAR INC$474,1400.01%2,150CommonSOLE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$474,0980.01%4,750CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$471,6090.01%3,562CommonSOLE
44925C103ICFIICF INTL INC$464,0000.01%5,000CommonSOLE
87612E106TGTTARGET CORP$459,9280.01%5,127CommonSOLE
03831W108APPAPPLOVIN CORP$459,8660.01%640CommonSOLE
46432F859ISTBISHARES TR$459,0960.01%9,400CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$448,6470.01%4,907CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$445,4870.01%1,320CommonSOLE
45867G101IDCCINTERDIGITAL INC$445,3470.01%1,290CommonNONE
22052L104CTVACORTEVA INC$433,4410.01%6,409CommonSOLE
92189H409HYDVANECK ETF TRUST$430,1050.01%8,450CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$425,2340.01%5,985CommonNONE
464287606IJKISHARES TR$422,8750.01%4,410CommonSOLE
G3265R107APTVAPTIV PLC$419,2880.01%4,863CommonSOLE
19247G107COHRCOHERENT CORP$412,6750.01%3,831CommonSOLE
922908751VBVANGUARD INDEX FDS$411,4250.01%1,618CommonSOLE
30034W106EVRGEVERGY INC$410,5080.01%5,400CommonSOLE
46435U473HYBBISHARES TR$406,8660.01%8,600CommonSOLE
25402D102DOCNDIGITALOCEAN HLDGS INC$406,5040.01%11,900CommonSOLE
04956D107ATMUATMUS FILTRATION TECHNOLOGIE$405,8550.01%9,001CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$403,2600.01%11,502CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$402,6820.01%5,231CommonSOLE
95082P105WCCWESCO INTL INC$401,8500.01%1,900CommonSOLE
464288885EFGISHARES TR$399,7190.01%3,510CommonSOLE
781846209RUSHARUSH ENTERPRISES INC$389,7960.01%7,290CommonSOLE
37954Y830COPXGLOBAL X FDS$385,7750.01%6,450CommonSOLE
74348A467NOBLPROSHARES TR$385,4820.01%3,740CommonSOLE
14174T107CTRECARETRUST REIT INC$378,0120.01%10,900CommonSOLE
629377508NRGNRG ENERGY INC$372,4850.01%2,300CommonSOLE
833445109SNOWSNOWFLAKE INC$367,6470.01%1,630CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$363,3790.01%2,067CommonSOLE
25459Y694FASDIREXION SHS ETF TR$360,2480.01%2,025CommonSOLE
464287325IXJISHARES TR$357,9360.01%4,039CommonSOLE
46429B697USMVISHARES TR$354,3010.01%3,724CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$351,6320.01%27,775CommonSOLE
307675108FB1FARMER BROS CO$347,1300.01%203,000CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$346,9160.01%1,623CommonNONE
835495102SONSONOCO PRODS CO$344,7200.01%8,000CommonSOLE
37045V100GMGENERAL MTRS CO$332,0920.00%5,447CommonSOLE
969457100WMBWILLIAMS COS INC$329,4200.00%5,200CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$327,2470.00%14,057CommonSOLE
570535104MKLMARKEL GROUP INC$324,9310.00%170CommonSOLE
92204A702VGTVANGUARD WORLD FD$324,7840.00%435CommonSOLE
958102105WDCWESTERN DIGITAL CORP$321,8810.00%2,681CommonSOLE
921910733ESGVVANGUARD WORLD FD$317,4190.00%2,680CommonSOLE
38246G108GDRXGOODRX HLDGS INC$317,2500.00%75,000CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$316,2100.00%12,875CommonNONE
85207Q104SPPPSPROTT ASSET MANAGEMENT LP$312,3400.00%23,000CommonSOLE
872540109TJXTJX COS INC NEW$310,1830.00%2,146CommonSOLE
35137L105FOXAFOX CORP$297,5800.00%4,719CommonNONE
736508847PORPORTLAND GEN ELEC CO$294,8000.00%6,700CommonSOLE
370334104GISGENERAL MLS INC$293,7970.00%5,827CommonSOLE
872590104TMUST-MOBILE US INC$292,5220.00%1,222CommonNONE
71722W107PHATPHATHOM PHARMACEUTICALS INC$290,7190.00%24,700CommonSOLE
46428Q109SLVISHARES SILVER TR$288,1160.00%6,800CommonSOLE
00791R707DIVPADVISORS INNER CIRCLE FD II$287,4020.00%11,400CommonSOLE
228368106CCKCROWN HLDGS INC$284,9410.00%2,950CommonSOLE
922908629VOVANGUARD INDEX FDS$283,1820.00%964CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$280,9890.00%1,350CommonSOLE

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.