MondegarAI
BESSEMER GROUP INC

Q4 2025 · 13F-HR

BESSEMER GROUP INCholdings as filed

Filed 2026-02-05 · accession 0000930413-26-000358

$65.1M
Reported value
2,620
Positions
2025-12-31
Period end
View analyzed profile →PRO

The Brief · BESSEMER GROUP INC · Q4 2025

AI · grounded in 13F

Bessemer Group Inc increased its position in DG by 24,882.53%. The fund also accumulated shares in COF by 7,143.17% and TSM by 67.77%. On the selling side, the fund trimmed its holdings in KWEB by 99.72% and MSI by 93.60%.

Holdings as filed

First 500 of 2620

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORP$4.5M6.86%23,965,567CommonSOLE
02079K107GOOGALPHABET INC CLASS C$3.4M5.15%10,680,308CommonSOLE
037833100AAPLAPPLE INC$3.3M5.12%12,265,721CommonSOLE
594918104MSFTMICROSOFT CORP$3.1M4.74%6,384,043CommonSOLE
023135106AMZNAMAZON.COM INC$2.4M3.67%10,345,498CommonSOLE
11135F101AVGOBROADCOM INC$1.9M2.85%5,369,083CommonSOLE
30303M102METAMETA PLATFORMS INC$1.6M2.41%2,381,838CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$1.5M2.32%4,698,539CommonSOLE
92826C839VVISA INC$1.0M1.59%2,943,636CommonSOLE
65339F101NEENEXTERA ENERGY INC$753,6251.16%9,387,467CommonSOLE
00287Y109ABBVABBVIE INC$711,8011.09%3,115,241CommonSOLE
060505104BACBANK OF AMERICA CORP$690,8411.06%12,560,745CommonSOLE
464287200IVVISHARES TR S&P 500 INDEX$662,0361.02%966,561CommonSOLE
532457108LLYLILLY ELI & CO$632,4670.97%588,517CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$560,2500.86%1,697,164CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$511,8760.79%593,588CommonSOLE
874039100TSMTAIWAN SEMI MFG CO ADR$501,7710.77%1,651,162CommonSOLE
G25508105CRHCRH PLC$501,3920.77%4,017,558CommonSOLE
235851102DHRDANAHER CORP$480,0240.74%2,096,906CommonSOLE
931142103WMTWALMART INC$473,1560.73%4,246,976CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHG INC$468,3750.72%2,891,916CommonSOLE
03073E105CORCENCORA INC$461,0470.71%1,365,056CommonSOLE
166764100CVXCHEVRON CORP$455,3790.70%2,987,851CommonSOLE
922908363VOOVANGUARD S&P 500 ETF$454,3370.70%724,471CommonSOLE
46120E602ISRGINTUITIVE SURGICAL$443,9980.68%783,950CommonSOLE
443201108HWMHOWMET AEROSPACE INC$440,7350.68%2,149,709CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY SA$423,5640.65%729,392CommonSOLE
464287465EFAISHRS MSCI EAFE IND FND$419,4080.64%4,367,470CommonSOLE
038222105AMATAPPLIED MATERIALS$400,7390.62%1,559,363CommonSOLE
G5960L103MDTMEDTRONIC PLC$391,5390.60%4,075,987CommonSOLE
874054109TTWOTAKE-2 INTERACTIVE$372,8280.57%1,456,186CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$371,5770.57%3,896,966CommonSOLE
14040H105COFCAPITAL ONE FINANCIAL$350,9660.54%1,448,126CommonSOLE
11271J107BNBROOKFIELD CORPORATION$326,7720.50%7,120,759CommonSOLE
89400J107TRUTRANSUNION$323,1850.50%3,768,902CommonSOLE
172967424CCITIGROUP INC$322,0960.49%2,760,271CommonSOLE
30231G102XOMEXXON MOBIL CORP$313,5670.48%2,605,677CommonSOLE
78409V104SPGIS&P GLOBAL INC.$309,6280.48%592,489CommonSOLE
02079K305GOOGLALPHABET INC. CLASS A$308,1000.47%984,342CommonSOLE
92189F791GDXJVANECK JR GOLD MINERS ETF$304,1980.47%2,673,565CommonSOLE
57636Q104MAMASTERCARD CL A$303,7170.47%532,015CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$301,3180.46%528,431CommonSOLE
58155Q103MCKMCKESSON CORP$299,4460.46%365,050CommonSOLE
81762P102NOWSERVICENOW INC$275,4600.42%1,798,162CommonSOLE
023608102AEEAMEREN CORP$273,6220.42%2,740,079CommonSOLE
538034109LYVLIVE NATION ENTERTMNT INC$262,7330.40%1,843,750CommonSOLE
143658300CCL1EURCARNIVAL CORP CL A$259,6030.40%8,500,463CommonSOLE
631103108NDAQNASDAQ INC.$255,2890.39%2,628,315CommonSOLE
43300A203HLTHILTON WORLDWIDE HOLDINGS$251,1110.39%874,195CommonSOLE
34959E109FTNTFORTINET INC$249,4780.38%3,141,632CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$249,4750.38%1,227,794CommonSOLE
25809K105DASHDOORDASH INC$248,9560.38%1,099,244CommonSOLE
459200101IBMINTERNATIONAL BUS MACHINES$248,9370.38%840,407CommonSOLE
G8473T100STESTERIS PLC$244,2530.38%963,448CommonSOLE
617446448MSMORGAN STANLEY GRP INC$242,8130.37%1,367,726CommonSOLE
922042718VSSVANGUARD FTSE ALL$240,4510.37%1,677,604CommonSOLE
12572Q105CMECME GROUP INC$239,8120.37%878,171CommonSOLE
929740108WABWABTEC CORP$234,3370.36%1,097,846CommonSOLE
149123101CATCATERPILLAR INC$232,8570.36%406,478CommonSOLE
78462F103SPYS&P 500 DEP RCPTS$227,9270.35%334,242CommonSOLE
78464A870XBIST STR SPDR S&P BIOTEC ETF$225,9650.35%1,853,232CommonSOLE
256677105DGDOLLAR GENERAL CORP$224,9530.35%1,694,315CommonSOLE
55354G100MSCIMSCI INC$223,0970.34%388,857CommonSOLE
03769M106APOAPOLLO GLOBAL MANAGEMENT I$222,4470.34%1,536,648CommonSOLE
20825C104COPCONOCOPHILLIPS$218,1340.33%2,330,244CommonSOLE
482480100KLACKLA CORPORATION$217,4860.33%178,988CommonSOLE
097023105BABOEING COMPANY$216,7630.33%998,354CommonSOLE
912008109USFDUS FOODS HOLDING CORP$216,5570.33%2,875,177CommonSOLE
58933Y105MRKMERCK & CO INC NEW$216,2180.33%2,054,137CommonSOLE
184496107CLHCLEAN HARBORS INC$214,6150.33%915,280CommonSOLE
58733R102MELIMERCADOLIBRE INC$211,8470.33%105,172CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC$211,6720.32%365,296CommonSOLE
45168D104IDXXIDEXX LABS CORP$210,6360.32%311,349CommonSOLE
74340W103PLDPROLOGIS INC$203,7410.31%1,595,963CommonSOLE
548661107LOWLOWES COS INC$203,4150.31%843,487CommonSOLE
17275R102CSCOCISCO SYSTEMS INC$202,9720.31%2,634,961CommonSOLE
464288281EMBISHARES J.P. MORGAN USD EMERGI$198,4620.30%2,061,299CommonSOLE
824348106SHWSHERWIN-WILLIAMS CO$197,3580.30%609,072CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEMS INC$197,0770.30%630,483CommonSOLE
366651107ITGARTNER INC CL A$196,8660.30%780,350CommonSOLE
816851109SRESEMPRA COM$195,8550.30%2,218,318CommonSOLE
445658107JBHTJ B HUNT TRANSPORT SVCS$195,5800.30%1,006,377CommonSOLE
142339100CSLCARLISLE COS$192,8280.30%602,852CommonSOLE
747525103QCOMQUALCOMM INC$191,6300.29%1,120,318CommonSOLE
00187Y100APGAPI GROUP CORP$191,0580.29%4,993,668CommonSOLE
025537101AEPAMERICAN ELECTRIC POWER CO$190,5710.29%1,652,686CommonSOLE
437076102HDHOME DEPOT$189,7420.29%551,414CommonSOLE
G25839104CCEPCOCA COLA EUROPAC PART PLC$181,4130.28%2,000,174CommonSOLE
46435G326IDEVISHARES CORE MSCI INTERNAT$180,7850.28%2,191,877CommonSOLE
G87052109TELTE CONNECTIVITY PLC$179,9580.28%790,986CommonSOLE
67103H107ORLYOREILLY AUTO INC NEW$179,7500.28%1,970,729CommonSOLE
74762E102QUREQUANTA SERVICES INC$178,6620.27%423,313CommonSOLE
58506Q109MEDPMEDPACE HOLDINGS$178,0660.27%317,040CommonSOLE
V7780T103RCLROYAL CARIBBEAN CRUISES LD$176,0800.27%631,296CommonSOLE
903731107ULSUL SOLUTIONS INC$175,2030.27%2,221,669CommonSOLE
580135101MCDMCDONALDS CORP$174,6020.27%571,284CommonSOLE
760759100RSGREPUBLIC SERVICES INC$174,0310.27%821,171CommonSOLE
892672106TWTRADEWEB MARKETS INC$169,1080.26%1,572,505CommonSOLE
05550J101BJBJS WHOLESALE CLUB HOLDIN$167,9390.26%1,865,362CommonSOLE
502431109LHXL3 HARRIS TECHNOLOGIES INC$166,1390.26%565,926CommonSOLE
48251W104KKRKKR & CO INC$163,8330.25%1,285,168CommonSOLE
478160104JNJJOHNSON & JOHNSON$160,4100.25%775,121CommonSOLE
922908736VUGVANGUARD GROWTH FDS$159,8760.25%327,710CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$158,9940.24%3,491,322CommonSOLE
49456B101KMIKINDER MORGAN INC$156,5870.24%5,696,145CommonSOLE
983793100XPOXPO INC$152,4110.23%1,121,419CommonSOLE
78709Y105SAIASAIA INC COM$149,9080.23%459,104CommonSOLE
59156R108METMETLIFE INC COM$149,0020.23%1,887,533CommonSOLE
49177J102KVUEKENVUE INC$146,4750.22%8,491,343CommonSOLE
G29183103ETNEATON CORP PLC$145,9620.22%458,262CommonSOLE
907818108UNPUNION PACIFIC CORP$145,7130.22%629,916CommonSOLE
78351F107RYANRYAN SPECIALTY HOLDNGS INC$142,9330.22%2,768,407CommonSOLE
464288588MBBISHARES MBS ETF$142,7160.22%1,498,803CommonSOLE
12514G108CDWCDW CORP/DE$142,0430.22%1,042,905CommonSOLE
92343V104VZVERIZON COMMUNICATIONS$139,8110.21%3,432,633CommonSOLE
26441C204DUKDUKE ENERGY HLDG CORP$138,6850.21%1,183,214CommonSOLE
808524805SCHFSCHWAB INTERNATIONAL EQUIT$135,1990.21%5,623,880CommonSOLE
21874C102CNMCORE & MAIN INC$134,6260.21%2,590,449CommonSOLE
881624209TEVATEVA PHARM INDS LTD ADR$133,5920.21%4,280,425CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$131,4200.20%713,465CommonSOLE
40415F101HDBHDFC BANK LTD ADR REPS3$128,6430.20%3,520,543CommonSOLE
82509L107SHOPSHOPIFY INC$128,1450.20%796,081CommonSOLE
G7S00T104PNRPENTAIR PLC$128,1130.20%1,230,180CommonSOLE
46434G103IEMGISHARES CORE MSCI EM MKTS$127,9730.20%1,903,795CommonSOLE
05464C101AXONAXON ENTERPRISE INC$127,8400.20%225,097CommonSOLE
294429105EFXEQUIFAX INC$127,3400.20%586,877CommonSOLE
911363109URIUNITED RENTALS INC$127,0190.20%156,947CommonSOLE
78464A698KREST STR SPDR S&P REG BK ETF$125,2360.19%1,932,324CommonSOLE
002824100ABTABBOTT LABORATORIES$125,0100.19%997,765CommonSOLE
00846U101AAGILENT TECHNOLOGIES$123,5870.19%908,257CommonSOLE
94106L109WMWASTE MANAGEMENT INC NEW$123,4990.19%562,101CommonSOLE
64110L106NFLXNETFLIX INC$122,7540.19%1,309,233CommonSOLE
N07059210ASMLASML HOLDING NV ADR$121,4960.19%113,563CommonSOLE
031100100AMEAMETEK INC NEW$119,8540.18%583,769CommonSOLE
92939U106WECWEC ENERGY GROUP INC$119,1730.18%1,130,011CommonSOLE
80874P109LNWOLIGHT & WONDER INC.$118,0240.18%1,144,866CommonSOLE
29605J106ESABESAB CORP$117,7300.18%1,053,776CommonSOLE
718172109PMPHILIP MORRIS INTL INC$115,1660.18%717,985CommonSOLE
828806109SPGSIMON PROP GROUP$113,4350.17%612,798CommonSOLE
742718109PGPROCTER & GAMBLE CO$112,1230.17%782,384CommonSOLE
191216100KOCOCA-COLA COMPANY$110,5220.17%1,580,893CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$109,4110.17%631,302CommonSOLE
464287507IJHISHARES TR S&P MIDCAP 400$107,9620.17%1,635,791CommonSOLE
464287804IJRISHARES S&P SMCAP 600 INDX$106,6310.16%887,260CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$106,2240.16%614,583CommonSOLE
75734B100RDDTREDDIT INC$105,4890.16%458,911CommonSOLE
09260D107BXBLACKSTONE INC$104,1730.16%675,844CommonSOLE
464288257ACWIISHARES MSCI ACWI INDX FD$101,5790.16%717,923CommonSOLE
78464A359CWBST STR SPDR BBG CONVER SEC$100,9850.16%1,132,121CommonSOLE
922908769VTIVANGUARD TOTAL STK MKT FD$99,9360.15%298,078CommonSOLE
504922105LHLABCORP HLDGS$98,6440.15%393,189CommonSOLE
45841N107IBKRINTERACTIVE BROKER$98,5530.15%1,532,489CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDGS$98,5330.15%1,168,005CommonSOLE
922908744VTVVANGUARD INDEX FDS VA ETF$97,9550.15%512,882CommonSOLE
55405Y100MTSIMACOM TECHNOLOGY SOLUTIONS$97,4650.15%569,037CommonSOLE
629377508NRGNRG ENERGY INC$95,4570.15%599,454CommonSOLE
460146103IPINTERNATIONAL PAPER$92,4460.14%2,346,925CommonSOLE
744320102PRUPRUDENTIAL FINANCIAL$91,3920.14%809,650CommonSOLE
85423L103SAROSTANDARDAERO INC$89,0140.14%3,103,667CommonSOLE
89832Q109TFCTRUIST FINANCIAL CORP$88,7290.14%1,803,027CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$88,0100.14%530,170CommonSOLE
464287655IWMISHARES TR RUSSELL 2000$87,8890.13%357,032CommonSOLE
922042858VWOVANGUARD FTSE EMER MKT ETF$84,2950.13%1,567,998CommonSOLE
244199105DEDEERE & CO$83,8710.13%180,146CommonSOLE
81369Y886XLUST STR UTILITIES SELECT$82,2090.13%1,925,758CommonSOLE
443510607HUBBHUBBELL INC$81,9920.13%184,623CommonSOLE
G3643J108FLUTFLUTTER ENTERTAINMENT PLC$80,8500.12%375,981CommonSOLE
03831W108APPAPPLOVIN CORP$80,8190.12%119,940CommonSOLE
216648501COOCOOPER COS INC/THE$74,4560.11%908,434CommonSOLE
464288414MUBISHARES NATL MUNI BD ETF$73,6130.11%687,254CommonSOLE
146869102CVNACARVANA CO$73,0310.11%173,048CommonSOLE
08265T208BSYBENTLEY SYSTEMS INC$72,8350.11%1,908,435CommonSOLE
882508104TXNTEXAS INSTRUMENTS INC$72,7760.11%419,489CommonSOLE
18915M107NETCLOUDFLARE INC$70,7140.11%358,681CommonSOLE
12510Q100CCCCCC INTELLIGENT SOLUTIONS$66,6150.10%8,379,017CommonSOLE
775711104ROLROLLINS INC$65,0860.10%1,084,398CommonSOLE
891160509TDTORONTO DOMINION BANK$64,9810.10%688,990CommonSOLE
36828A101GEVGE VERNOVA LLC$64,2870.10%98,363CommonSOLE
78468R556XOPST STR SPDR S&P OIL&GAS EX$62,0460.10%491,415CommonSOLE
477839104JBTMJBT MAREL CORPORATION$58,2750.09%386,767CommonSOLE
79589L106IOTSAMSARA INC$57,4960.09%1,621,933CommonSOLE
450056106IRTCIRHYTHM TECHNOLOGIES INC$57,1320.09%321,984CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING$56,9450.09%221,376CommonSOLE
713448108PEPPEPSICO INC$56,0220.09%390,336CommonSOLE
464287689IWVRUSS 3000 INDEX$55,9820.09%144,712CommonSOLE
438516106HONHONEYWELL INTL INC$54,1480.08%277,554CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$53,8350.08%89,237CommonSOLE
922042874VGKVANGUARD MSCI EUROPE ETF$53,4370.08%639,136CommonSOLE
04016X101ARGXARGENX SE ADR$52,5900.08%62,537CommonSOLE
H5919C104ONONON HOLDING AG$52,5620.08%1,130,842CommonSOLE
92206C870VCITVANGUARD INT-TERM CORP$51,9970.08%620,853CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$51,5500.08%501,019CommonSOLE
036752103ELVELEVANCE HEALTH INC$50,1960.08%143,194CommonSOLE
29414B104EPAMEPAM SYSTEMS INC$49,3710.08%240,974CommonSOLE
624756102MLIMUELLER INDS INC$48,3730.07%421,375CommonSOLE
46429B598INDAISHARES MSCI INDIA ETF$47,6220.07%881,070CommonSOLE
03027X100AMTAMERICAN TOWER CORP$47,4580.07%270,313CommonSOLE
88162G103TTEKTETRA TECH INC$46,7890.07%1,395,039CommonSOLE
87807B107TRPTC ENERGY CORPORATION.$45,6350.07%828,134CommonSOLE
29358P101ENSGENSIGN GROUP INC THE$44,8440.07%257,425CommonSOLE
45867G101IDCCINTERDIGITAL INC PA$44,0660.07%138,411CommonSOLE
05534B760BCEBCE INC NEW$43,4240.07%1,819,058CommonSOLE
33768G107FCFSFIRSTCASH HOLDINGS INC$43,2860.07%271,595CommonSOLE
29362U104ENTGENTEGRIS INC$42,5010.07%504,465CommonSOLE
72703H101PLNTPLANET FITNESS INC$41,8750.06%386,034CommonSOLE
372460105GPCGENUINE PARTS CO$39,8930.06%324,437CommonSOLE
46138E511PGXINVESCO PREFERRED ETF$39,1460.06%3,482,718CommonSOLE
H2927K103AMRZAMRIZE AG CHF$38,6460.06%703,453CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY CL B$38,3660.06%76,329CommonSOLE
88146M101TRNOTERRENO RLTY CORP$38,3380.06%653,017CommonSOLE
75524B104RBCRBC BEARING INC COM$37,6070.06%83,865CommonSOLE
28618M106ESIELEMENT SOLUTIONS INC$36,6150.06%1,465,218CommonSOLE
224408104CRCRANE CO$35,8840.06%194,564CommonSOLE
03076K108ABCBAMERIS BANCORP$35,7970.05%481,984CommonSOLE
750491102RDNTRADNET INC$35,2480.05%493,999CommonSOLE
141788109CARGCARGURUS INC$35,2100.05%918,107CommonSOLE
077347300BELFBBEL FUSE INC CL B$35,0980.05%206,912CommonSOLE
427866108HSYTHE HERSHEY COMPANY$34,2370.05%188,137CommonSOLE
42226A107HQYHEALTHEQUITY INC$34,2070.05%373,389CommonSOLE
149568107CVCOCAVCO INDS INC$34,1860.05%57,870CommonSOLE
922042742VTVANGUARD TOT WORLD STK$34,1250.05%241,914CommonSOLE
88224Q107TCBITEXAS CAPITAL BANCSHARES$33,2200.05%366,914CommonSOLE
46090E103QQQINVESCO QQQ TR UNIT SER 1$33,1190.05%53,912CommonSOLE
03820C105AITAPPLIED INDL TECH INC COM$32,6270.05%127,065CommonSOLE
12740C103CADECADENCE BANK$32,1060.05%749,435CommonSOLE
313855108FSSFEDERAL SIGNAL$32,0920.05%295,531CommonSOLE
45780R101IBPINSTALLED BUILDING PRODUCT$31,9730.05%123,264CommonSOLE
G3198U102ESNTESSENT GROUP LTD$31,5500.05%485,298CommonSOLE
346375108FORMFORM FACTOR INC$31,3510.05%562,042CommonSOLE
379577208GMEDGLOBUS MED INC$31,2470.05%357,886CommonSOLE
126402106CSWCSW INDUSTRIALS INC$30,7330.05%104,700CommonSOLE
85254J102STAGSTAG INDUSTRIAL INC$30,6840.05%834,733CommonSOLE
82846H405QXOQXO INC$30,6230.05%1,587,543CommonSOLE
680033107ONBOLD NATIONAL BANCORP IND$30,4420.05%1,364,514CommonSOLE
258278100DORMDORMAN PRODUCTS$30,0920.05%244,273CommonSOLE
21044C107ROADCONSTRUCTION PARTNERS INC$29,5930.05%272,639CommonSOLE
410120109HWCHANCOCK WHITNEY CORP$29,3380.05%460,690CommonSOLE
589378108MRCYMERCURY COMPUTER SYS COM$29,1680.04%399,496CommonSOLE
056525108BMIBADGER METER INC$29,0230.04%166,407CommonSOLE
829073105SSDSIMPSON MFG$28,7090.04%177,814CommonSOLE
46434V696IPACISHARES CORE MSCI PACIFIC$28,2030.04%385,208CommonSOLE
199908104FIXCOMFORT SYSTEMS USA INC$27,9600.04%29,958CommonSOLE
683344105ONTOONTO INNOVATION INC$27,7450.04%175,763CommonSOLE
589889104MMSIMERIT MEDICAL SYS$27,6740.04%313,981CommonSOLE
808513105SCHWSCHWAB CHARLES CORP NEW$26,9950.04%270,191CommonSOLE
84472E102SSBSOUTHSTATE CORP NPV$26,8880.04%285,717CommonSOLE
74736L109QTWOQ2 HLDGS INC$26,8770.04%372,466CommonSOLE
407497106HLNEHAMILTON LANE INC$26,5960.04%198,020CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY CL A$25,6640.04%34CommonSOLE
922042775VEUVNGRD FTSE ALL-WORLD EX-US$25,3780.04%344,987CommonSOLE
55306N104MKSIMKS INC$25,2520.04%158,030CommonSOLE
626755102MUSAMURPHY USA INC COM$25,0680.04%62,124CommonSOLE
78473E103SPXCSPX TECHNOLOGIES INC$24,7160.04%123,542CommonSOLE
559663109MGYMAGNOLIA OIL & GAS CORP$24,4520.04%1,116,993CommonSOLE
922908751VBVANGUARD SMALL CAP$24,2890.04%94,158CommonSOLE
00402L107ASOACADEMY SPORTS & OUTDOORS$24,1810.04%483,990CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$23,9220.04%62,407CommonSOLE
928881101VNTVONTIER CORP$23,7520.04%638,853CommonSOLE
229899109CFRCULLEN FROST BANKERS$23,6470.04%186,738CommonSOLE
P73684113OSWONESPAWORLD HOLDINGS LTD$23,3630.04%1,126,468CommonSOLE
78377T107RHPRYMAN HOSPITALTY PPTYS INC$23,1780.04%244,946CommonSOLE
292765104EPACENERPAC TOOL GROUP CORP$23,1420.04%605,202CommonSOLE
10948C107BVBRIGHTVIEW HOLDINGS INC$22,5590.03%1,780,609CommonSOLE
29355X107NPOENPRO INC$22,5400.03%105,255CommonSOLE
48282T104KAIKADANT INC$22,1880.03%77,847CommonSOLE
302081104EXLSEXLSERVICE HLDGS INC$21,8100.03%513,905CommonSOLE
127203107WHDCACTUS INC$21,7810.03%476,821CommonSOLE
231561101CWCURTISS WRIGHT CORP$21,2730.03%38,587CommonSOLE
626717102MURMURPHY OIL$21,0190.03%672,645CommonSOLE
68389X105ORCLORACLE CORP$20,8830.03%107,148CommonSOLE
059460303BBDBANCO BRADESCO ADR PFD$20,7560.03%6,233,240CommonSOLE
69753M105PLMRPALOMAR HOLDINGS INC$20,7390.03%153,905CommonSOLE
254543101DIODDIODES INC$20,7070.03%419,648CommonSOLE
456788108INFYINFOSYS LTD ADR$20,5310.03%1,152,135CommonSOLE
88160R101TSLATESLA INC$20,4600.03%45,493CommonSOLE
109194100BFAMBRIGHT HORIZONS FAMILY$20,3750.03%200,939CommonSOLE
126600105CVBFCVB FINL CORP COM$20,3480.03%1,093,938CommonSOLE
224441105CXTCRANE NXT CO$20,2150.03%429,438CommonSOLE
422704106HLHECLA MINING CO$20,1930.03%1,052,208CommonSOLE
464286525ACWVISHARES MSCI GLBL MIN VOL$19,9730.03%168,189CommonSOLE
578784100MAZEMAZE THERAPEUTICS INC$19,9610.03%481,790CommonSOLE
256135203RDYDR. REDDYS LAB ADR$19,9360.03%1,420,066CommonSOLE
922908629VOVANGUARD MID CAP VIPERS$19,8500.03%68,397CommonSOLE
33767E202FSVFIRSTSERVICE CORP$19,6190.03%126,140CommonSOLE
921946406VYMVANGUARD HIGH DIVIDEND YLD$19,4290.03%135,376CommonSOLE
69343T107PJTPJT PARTNERS INC$19,2290.03%115,000CommonSOLE
74112D101PBHPRESTIGE CONSUMER$19,1210.03%309,931CommonSOLE
67000B104NOVTNOVANTA INC$18,9970.03%159,644CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$18,7420.03%93,244CommonSOLE
71385M107PRMPERIMETER SOLUTIONS INC$18,1840.03%660,508CommonSOLE
607828100MODMODINE MFGRS CO$18,1190.03%135,719CommonSOLE
922908652VXFVANGUARD INDEX EXTEND MKT$17,6760.03%84,531CommonSOLE
464288612GVIISHARES INT GOV/CRED$17,6700.03%164,600CommonSOLE
464287614IWFISHARES TR RUSSELL 1000GRW$17,6440.03%37,282CommonSOLE
G25457105CRDOCREDO TECHNOLOGY GROUP HOL$17,4160.03%121,024CommonSOLE
249906108DSGXDESCARTES SYSTEMS GRP$17,4010.03%198,496CommonSOLE
059520106BCHBANCO DE CHILE ADR$17,3460.03%456,448CommonSOLE
398433102GFFGRIFFON CORP$17,1490.03%232,849CommonSOLE
974250102WINAWINMARK CORP$16,7220.03%41,298CommonSOLE
576485205MTDRMATADOR RES CO$16,5820.03%390,737CommonSOLE
553498106MSAMSA SAFETY INC$16,4600.03%102,780CommonSOLE
902673102UFPTUFP TECHNOLOGIES INC$16,2950.03%73,400CommonSOLE
703343103PATKPATRICK IND INC$16,2550.02%149,912CommonSOLE
464287622IWBISHARES RUSS 1000 INDEX$15,7090.02%42,063CommonSOLE
861896108SNEXSTONEX GROUP INC$15,6260.02%164,249CommonSOLE
25434V708DFACDIMENSIONAL US CORE EQUITY$15,6000.02%394,043CommonSOLE
093712107BEBLOOM ENERGY CORP$15,5760.02%179,260CommonSOLE
974155103WINGWINGSTOP INC$15,4660.02%64,853CommonSOLE
05463X106AXGNAXOGEN INC$15,2400.02%465,604CommonSOLE
78463V107GLDSPDR GOLD TRUST$15,2140.02%38,391CommonSOLE
42328H109HLIOHELIOS TECHNOLOGIES INC$14,6960.02%274,708CommonSOLE
464287440IEFISHARES LEHMAN 7-10 YR TRS$14,4660.02%150,432CommonSOLE
921943858VEAVANGUARD FTSE DEVL ETF$14,1880.02%227,104CommonSOLE
G2717C106CWKCUSHMAN WAKEFIELD LTD$14,1150.02%871,814CommonSOLE
82900L102SMPLSIMPLY GOOD FOODS CO$13,8730.02%690,863CommonSOLE
464287499IWRISHARES RUSSELL MIDCAP ETF$13,4790.02%140,006CommonSOLE
G3323L100FNFABRINET$13,4080.02%29,452CommonSOLE
49714P108KNSLKINSALE CAPITAL GROUP INC$13,2030.02%33,755CommonSOLE
83418M103SEISOLARIS OILFIELD INFRAST-A$12,8980.02%280,582CommonSOLE
53263P105LMBLIMBACH HOLDINGS INC$12,7250.02%163,462CommonSOLE
296315104ESEESCO TECHNOLOGIES INC$12,6320.02%64,650CommonSOLE
278768106SATSECHOSTAR CORP$12,3900.02%113,995CommonSOLE
38141G104GSGOLDMAN SACHS GROUP$11,9090.02%13,549CommonSOLE
50077B207KTOSKRATOS DEFENSE & SECURITY$10,8960.02%143,531CommonSOLE
92206C771VMBSVANGUARD MORTGAGE-BACK SEC$10,8420.02%230,300CommonSOLE
65290E101NXTNEXTPOWER INC$10,7840.02%123,785CommonSOLE
464287598IWDISHARES TR RUSSELL 1000VAL$10,7530.02%51,119CommonSOLE
369604301GEGE AEROSPACE$10,5250.02%34,169CommonSOLE
81725T100SXTSENSIENT TECHNOLOGIES CORP$10,4720.02%111,458CommonSOLE
75513E101RTXRTX CORPORATION$10,3690.02%56,534CommonSOLE
783513203RYAAYRYANAIR HLDGS PLC ADR$10,2450.02%141,899CommonSOLE
872540109TJXTJX COMPANIES INC$10,1150.02%65,842CommonSOLE
136069101CMCDN IMPERIAL BK COMMER$9,9420.02%109,583CommonSOLE
46222L108IONQIONQ INC$9,6190.01%214,390CommonSOLE
031162100AMGNAMGEN INC$9,5360.01%29,137CommonSOLE
046353108AZNNASTRAZENECA PLC SPON ADR$9,4400.01%102,696CommonSOLE
109641100EATBRINKER INTL INC$9,3980.01%65,487CommonSOLE
76155X100RVMDREVOLUTION MEDICINES INC$9,3720.01%117,662CommonSOLE
025816109AXPAMERICAN EXPRESS$9,2820.01%25,089CommonSOLE
79466L302CRMSALESFORCE INC$9,2810.01%35,032CommonSOLE
267475101DYDYCOM INDUSTRIES$9,0970.01%26,926CommonSOLE
099724106BWABORG WARNER INC$9,0740.01%201,386CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$8,8810.01%41,469CommonSOLE
33939L407GUNRFLEXSHARES GLOBAL UPSTREAM$8,8340.01%192,673CommonSOLE
78463M107SPSCSPS COMMERCE INC$8,7530.01%98,208CommonSOLE
V5633W109MMYTMAKEMYTRIP LIMITED$8,7380.01%106,410CommonSOLE
750917106RMBSRAMBUS INC$8,6120.01%93,728CommonSOLE
46817M107JXNJACKSON FINANCIAL INC$8,5500.01%80,161CommonSOLE
780087102RYROYAL BANK OF CANADA$8,5390.01%50,051CommonSOLE
007973100AEISADVANCED ENERGY INDS$8,5010.01%40,599CommonSOLE
78467X109DIASPDR DOW JONES INDL AVG TR$8,4870.01%17,659CommonSOLE
G54950103LINLINDE PLC$8,1760.01%19,173CommonSOLE
461202103INTUINTUIT$7,9410.01%11,986CommonSOLE
949746101WMT2WELLS FARGO & CO NEW$7,9230.01%85,002CommonSOLE
46432F842IEFAISHARES CORE MSCI EAFE ETF$7,9130.01%88,463CommonSOLE
464288273SCZISHARES MSCI EAFE SM$7,7910.01%100,489CommonSOLE
46641Q217BBJPJPMORGAN BETABUILDERS JAPA$7,6890.01%116,657CommonSOLE
464285204IAUISHARES GOLD TRUST$7,4790.01%92,131CommonSOLE
464287234EEMISHARES MSCI EMERGING MKTS$7,3730.01%134,752CommonSOLE
254687106DISWALT DISNEY CO$7,3190.01%64,337CommonSOLE
921908844VIGVANGUARD DIVIDEND APPREC$7,3080.01%33,251CommonSOLE
452308109ITWILLINOIS TOOL WORKS INC$7,2990.01%29,642CommonSOLE
534187109LNCLINCOLN NATIONAL CORP IND$7,2420.01%162,628CommonSOLE
375558103GILDGILEAD SCIENCES$7,1650.01%58,372CommonSOLE
02156V109OKLOOKLO INC$7,0650.01%98,442CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$7,0250.01%39,519CommonSOLE
801056102SANMSANMINA-SCI CORPORATION$6,9790.01%46,511CommonSOLE
98983L108ZWSZURN ELKAY WATER SOLUTIONS$6,8630.01%147,593CommonSOLE
04247X102AWIARMSTRONG WORLD INDS$6,8590.01%35,893CommonSOLE
81369Y803XLKST STR TEC SEL SECT SPDR$6,6830.01%46,418CommonSOLE
512807306LRCXLAM RESEARCH CORP$6,6150.01%38,642CommonSOLE
00724F101ADBEADOBE INC$6,4300.01%18,370CommonSOLE
277432100EMNEASTMAN CHEMICAL CO$6,3580.01%99,612CommonSOLE
87305R109TTMITTM TECHNOLOGIES$6,3130.01%91,492CommonSOLE
26740W109QBTSD-WAVE QUANTUM INC$6,2800.01%240,170CommonSOLE
87583X109TNGXTANGO THERAPEUTICS INC$6,2760.01%708,398CommonSOLE
032654105ADIANALOG DEVICES$6,2750.01%23,137CommonSOLE
464287481IWPISHARES RUSSELL MID IND GR$6,2130.01%45,361CommonSOLE
G39108108GTESGATES INDUSTRIAL CORP PLC$6,1750.01%287,554CommonSOLE
615369105MCOMOODYS CORP$6,1640.01%12,067CommonSOLE
032095101APHAMPHENOL CORP$6,1340.01%45,384CommonSOLE
29250N105ENBENBRIDGE INC COM$6,0450.01%126,250CommonSOLE
29786A106ETSYETSY INC$6,0350.01%108,846CommonSOLE
81369Y605XLFST STR FINANCIAL SEL SECT$5,9710.01%109,031CommonSOLE
770323103RHIROBERT HALF INC$5,9450.01%218,885CommonSOLE
359694106FULFULLER H B CO$5,9140.01%99,476CommonSOLE
37247D106GNWGENWORTH FINL INC CO CL A$5,8440.01%647,154CommonSOLE
46429B671MCHIISHARES MSCI CHINA ETF$5,8270.01%97,000CommonSOLE
595112103MUMICRON TECHNOLOGY INC$5,8170.01%20,377CommonSOLE
615394202MOG/AMOOG A$5,8150.01%23,872CommonSOLE
67080M103NRIXNURIX THERAPEUTICS INC$5,8050.01%306,003CommonSOLE
G1151C101ACNACCENTURE PLC CL A$5,7270.01%21,349CommonSOLE
05990K106BANCBANC OF CALIFORNIA$5,7200.01%296,531CommonSOLE
46434G822EWJISHARES MSCI JAPAN INDX$5,6700.01%70,216CommonSOLE
292554102ECPGENCORE CAPITAL GROUP$5,6260.01%103,503CommonSOLE
893641100TDGTRANSDIGM GROUP INC COM$5,5810.01%4,197CommonSOLE
05465C100AXAXOS FINL INC$5,5760.01%64,717CommonSOLE
66987V109NVSNOVARTIS AG ADR$5,5720.01%40,412CommonSOLE
693475105PNCPNC FINANCIAL SVS GRP$5,5680.01%26,676CommonSOLE
606822104MUFGMITSUBISHI UFJ FINL ADR$5,4750.01%345,194CommonSOLE
971378104WSCWILLSCOT HOLDINGS CORP$5,4210.01%287,888CommonSOLE
701094104PHPARKER-HANNIFIN CORP$5,4140.01%6,159CommonSOLE
221006109CRVLCORVEL CORP$5,3900.01%79,646CommonSOLE
09857L108BKNGBOOKING HLDGS INC$5,3720.01%1,003CommonSOLE
22052L104CTVACORTEVA INC$5,3430.01%79,726CommonSOLE
G81276100SIGSIGNET JEWELERS LTD$5,3340.01%64,348CommonSOLE
743315103PGRPROGRESSIVE CORP OHIO$5,2820.01%23,191CommonSOLE
063671101BMOBANK OF MONTREAL QUEBEC$5,2630.01%40,491CommonSOLE
655844108NSCNORFOLK SOUTHERN CORP$5,2380.01%18,143CommonSOLE
76655K103RGTIRIGETTI COMPUTING INC$5,2040.01%235,014CommonSOLE
008474108AEMAGNICO-EAGLE MINES LTD$5,1950.01%30,611CommonSOLE
64119V303NTSTNETSTREIT CORP$5,1900.01%294,215CommonSOLE
855244109SBUXSTARBUCKS CORP$5,1200.01%60,793CommonSOLE
464286772EWYISHARES MSCI S KOREA ETF$5,1180.01%52,649CommonSOLE
464287226AGGISHARES CORE US AGGREGATE$5,0900.01%50,961CommonSOLE
858586100SCLSTEPAN CO$5,0830.01%107,312CommonSOLE
466032109JJSFJ AND J SNACK FOODS CORP$5,0720.01%56,129CommonSOLE
46590V100JBGSJBG SMITH PROPERTIES$5,0200.01%295,154CommonSOLE
501147102KRYSKRYSTAL BIOTECH INC$4,9950.01%20,260CommonSOLE
573284106MLMMARTIN MARIETTA MATL INC$4,9700.01%7,982CommonSOLE
387328107GVAGRANITE CONSTR INC$4,9220.01%42,678CommonSOLE
71844V201PECOPHILLIPS EDISON & CO INC$4,8930.01%137,555CommonSOLE
81141R100SESEA LTD ADR$4,8670.01%38,153CommonSOLE
56501R106MFCMANULIFE FINANCIAL CORP$4,8400.01%133,167CommonSOLE
27627N105EBCEASTERN BANKSHARES INC$4,8360.01%262,393CommonSOLE
92204A702VGTVANGUARD INFO TECH$4,7680.01%6,325CommonSOLE
064149107BNSBANK OF NOVA SCOTIA$4,7620.01%64,518CommonSOLE
74366E102PTGXPROTAGONIST THERAPEUTICS I$4,7310.01%54,162CommonSOLE
125523100CITHE CIGNA GROUP$4,7260.01%17,173CommonSOLE
550241103LUMNLUMEN TECHNOLOGIES INC$4,7120.01%606,419CommonSOLE
143130102KMXCARMAX INC$4,7110.01%121,910CommonSOLE
750940108RALRALLIANT CORP$4,6930.01%92,181CommonSOLE
25960P109DEIDOUGLAS EMMETT INC$4,6920.01%426,969CommonSOLE
816850101SMTCSEMTECH CORP$4,6680.01%63,339CommonSOLE
159864107CRLCHARLES RIVER LABS$4,6600.01%23,358CommonSOLE
55261F104MTBM&T BANK CORP$4,6360.01%23,007CommonSOLE
60471A101MIRMIRION TECHNOLOGIES INC$4,6220.01%197,345CommonSOLE
35905A109FTDRFRONTDOOR INC$4,6140.01%79,983CommonSOLE
929089100VOYAVOYA FINL INC NPV$4,5670.01%61,308CommonSOLE
529043408LXPLXP INDUSTRIAL TRUST$4,5660.01%92,088CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$4,5480.01%9,404CommonSOLE
56585A102MPCMARATHON PETE CORP$4,5470.01%27,964CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$4,5100.01%112,170CommonSOLE
750236101RDNRADIAN GROUP INC$4,4800.01%124,461CommonSOLE
879369106TFXTELEFLEX INC$4,4680.01%36,618CommonSOLE
H1467J104CBCHUBB LIMITED$4,4480.01%14,250CommonSOLE
53220K504LGNDLIGAND PHARMACEUTICALS INC$4,4440.01%23,510CommonSOLE
938824109WAFDWAFD INC$4,4380.01%138,544CommonSOLE
00191U102EFORASGN INC$4,4290.01%91,954CommonSOLE
496902404KGCKINROSS GOLD CORP NEW$4,4200.01%156,803CommonSOLE
G01767105ALKSALKERMES PLC$4,4100.01%157,640CommonSOLE
92556V106VTRSVIATRIS INC$4,4080.01%354,007CommonSOLE
09290D101BLKBLACKROCK FDG INC$4,3810.01%4,092CommonSOLE
921937819BIVVANGUARD INTERMEDIATE BOND$4,3790.01%56,230CommonSOLE
74743L100QQNITY ELECTRONICS INC$4,3770.01%53,605CommonSOLE
039653100ACAARCOSA INC$4,3320.01%40,752CommonSOLE
099406100BOOTBOOT BARN HLDGS INC$4,3270.01%24,521CommonSOLE
02553E106AEOAMER EAGLE OUTFITTERS NEW$4,3040.01%163,214CommonSOLE
004498101ACIWACI WORLDWIDE INC$4,2930.01%89,809CommonSOLE
456837103INGING GROUP NV SPON ADR$4,2820.01%152,912CommonSOLE
11135E203BNLBROADSTONE NET LEASE INC$4,2760.01%246,200CommonSOLE
969457100WMBWILLIAMS COMPANIES INC$4,2560.01%70,800CommonSOLE
09073M104TECHBIO-TECHNE CORP NPV$4,2160.01%71,684CommonSOLE
18539C204CWENCLEARWAY ENERGY INC CL C$4,2020.01%126,327CommonSOLE
682189105ONON-SEMICONDUCTOR CORP$4,2010.01%77,577CommonSOLE
465741106ITRIITRON INC$4,1950.01%45,173CommonSOLE
540424108LLOEWS CORP$4,1900.01%39,782CommonSOLE
464287150ITOTS&P TOTAL US STK MRKT ETF$4,1880.01%28,165CommonSOLE
925550105VIAVVIAVI SOLUTIONS INC USD$4,1560.01%233,200CommonSOLE
32051X108FHBFIRST HAWAIIAN INC$4,1430.01%163,758CommonSOLE
48123V102ZDZIFF DAVIS INC$4,1400.01%117,775CommonSOLE
904708104UNFUNIFIRST CORP MASS COM$4,0820.01%21,164CommonSOLE
55405W104MYRGMYR GRP INC$4,0660.01%18,608CommonSOLE
922907746VTEBVANGUARD TAX-EXEMPT BOND I$4,0610.01%80,765CommonSOLE
014491104ALEXALEXANDER & BALDWIN INCNEW$4,0440.01%195,933CommonSOLE
863667101SYKSTRYKER CORP$4,0370.01%11,490CommonSOLE
743312100PRGSPROGRESS SOFTWARE$4,0220.01%93,626CommonSOLE
89377M109TMDXTRANSMEDICS GROUP INC$4,0160.01%33,009CommonSOLE
830830105SKYCHAMPION HOMES INC$4,0120.01%47,480CommonSOLE
156431108CENXCENTURY ALUM CO$4,0120.01%102,393CommonSOLE
008252108AMGAFFILIATED MANAGERS$4,0000.01%13,874CommonSOLE
431284108HIWHIGHWOODS PPTYS INC$3,9920.01%154,591CommonSOLE
55825T103MSGSMADISON SQUARE GARDEN$3,9660.01%15,336CommonSOLE
01609W102BABAALIBABA GROUP HOLDINGS LTD$3,9570.01%26,994CommonSOLE
00737L103CVSAADTALEM GLOB EDUCATION INC$3,9540.01%38,215CommonSOLE
576690101MTRNMATERION CORP$3,9420.01%31,714CommonSOLE
278865100ECLECOLAB INC$3,9350.01%14,990CommonSOLE
88322Q108TGTXTG THERAPEUTICS INC$3,9330.01%131,952CommonSOLE
432748101HTHHILLTOP HOLDINGS INC$3,9150.01%115,363CommonSOLE
464287309IVWISHARES S&P 500 GROWTH IN$3,9070.01%31,701CommonSOLE
86333M108LRNSTRIDE INC$3,9040.01%60,131CommonSOLE
714046109RVTYREVVITY INC$3,9030.01%40,351CommonSOLE
25179M103DVNDEVON ENERGY CORP$3,8950.01%106,339CommonSOLE
59001A102MTHMERITAGE HOMES CORP COM$3,8810.01%58,983CommonSOLE
75943R102RLAYRELAY THERAPEUTICS INC$3,8740.01%457,869CommonSOLE
719405102PLABPHOTRONIC INC$3,8730.01%121,035CommonSOLE
00326A104SGOLABRDN GOLD ETF TRUST$3,8710.01%94,241CommonSOLE
633707104NBHCNATIONAL BANK HOLD CL A$3,8510.01%101,322CommonSOLE
18467V109YOUCLEAR SECURE INC$3,8510.01%109,780CommonSOLE
21871X109CRBGCOREBRIDGE FINANCIAL INC$3,8460.01%127,485CommonSOLE

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.