Now live: Pro — the full 13F research suite for serious investorsSee pricing →
DT Investment Partners, LLC

Q1 2024 · 13F-HR

DT Investment Partners, LLCholdings as filed

Filed 2024-05-13 · accession 0000950123-24-004603

$988.7M
Reported value
468
Positions
2024-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$213.4M21.6%407,950CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$72.6M7.34%1,446,741CommonSOLE
464288612GVIISHARES TR$58.2M5.88%559,252CommonSOLE
464287507IJHISHARES TR$49.5M5.01%815,031CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$39.9M4.03%679,955CommonSOLE
464287622IWBISHARES TR$36.9M3.73%127,994CommonSOLE
464287465EFAISHARES TR$29.6M2.99%370,143CommonSOLE
922908629VOVANGUARD INDEX FDS$26.2M2.65%104,983CommonSOLE
464287226AGGISHARES TR$25.8M2.61%263,717CommonSOLE
594918104MSFTMICROSOFT CORP$25.4M2.57%60,413CommonSOLE
921910816MGKVANGUARD WORLD FD$24.1M2.44%84,073CommonSOLE
922908751VBVANGUARD INDEX FDS$23.8M2.41%104,095CommonSOLE
260557103DOWDOW INC$21.6M2.18%372,860CommonSOLE
464287614IWFISHARES TR$19.9M2.02%59,112CommonSOLE
464288646IGSBISHARES TR$17.4M1.76%339,007CommonSOLE
464287309IVWISHARES TR$16.3M1.65%192,820CommonSOLE
46090E103QQQINVESCO QQQ TR$13.5M1.37%30,428CommonSOLE
464287200IVVISHARES TR$12.6M1.28%24,009CommonSOLE
464288638IGIBISHARES TR$11.4M1.15%220,124CommonSOLE
464287457SHYISHARES TR$10.5M1.06%128,657CommonSOLE
478160104JNJJOHNSON & JOHNSON$10.0M1.02%63,472CommonSOLE
718546104PSXPHILLIPS 66$9.9M1.01%60,904CommonSOLE
464288257ACWIISHARES TR$9.2M0.93%83,776CommonSOLE
037833100AAPLAPPLE INC$8.5M0.86%49,343CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$8.3M0.84%41,432CommonSOLE
907818108UNPUNION PAC CORP$7.5M0.76%30,417CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$6.8M0.69%27,366CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$5.6M0.56%72,613CommonSOLE
464287234EEMISHARES TR$5.3M0.54%129,704CommonSOLE
58933Y105MRKMERCK & CO INC$5.2M0.53%39,575CommonSOLE
00287Y109ABBVABBVIE INC$5.2M0.53%28,595CommonSOLE
437076102HDHOME DEPOT INC$5.2M0.52%13,518CommonSOLE
191216100KOCOCA COLA CO$5.0M0.51%82,215CommonSOLE
464287598IWDISHARES TR$4.9M0.50%27,528CommonSOLE
922908744VTVVANGUARD INDEX FDS$4.7M0.48%29,110CommonSOLE
149123101CATCATERPILLAR INC$4.6M0.46%12,539CommonSOLE
464287879IJSISHARES TR$4.5M0.46%43,940CommonSOLE
464287648IWOISHARES TR$4.5M0.45%16,573CommonSOLE
023135106AMZNAMAZON COM INC$4.4M0.45%24,517CommonSOLE
427866108HSYHERSHEY CO$4.0M0.41%20,645CommonSOLE
464288687PFFISHARES TR$3.7M0.37%114,976CommonNONE
742718109PGPROCTER AND GAMBLE CO$3.6M0.37%22,344CommonSOLE
20825C104COPCONOCOPHILLIPS$3.6M0.37%28,363CommonNONE
464287499IWRISHARES TR$3.6M0.36%42,534CommonSOLE
464287655IWMISHARES TR$3.4M0.35%16,274CommonSOLE
464287721IYWISHARES TR$3.2M0.33%23,880CommonSOLE
166764100CVXCHEVRON CORP NEW$3.0M0.31%19,318CommonSOLE
30231G102XOMEXXON MOBIL CORP$3.0M0.30%25,707CommonSOLE
02079K107GOOGALPHABET INC$2.8M0.28%18,340CommonSOLE
002824100ABTABBOTT LABS$2.7M0.28%24,071CommonSOLE
92826C839VVISA INC$2.5M0.26%9,082CommonSOLE
438516106HONHONEYWELL INTL INC$2.2M0.22%10,740CommonSOLE
09247X101BLKCHFBLACKROCK INC$2.1M0.21%2,535CommonNONE
67066G104NVDANVIDIA CORPORATION$2.1M0.21%2,332CommonSOLE
464287887IJTISHARES TR$1.9M0.19%14,700CommonSOLE
78468R606SPHYSPDR SER TR$1.9M0.19%80,725CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$1.9M0.19%3,762CommonSOLE
922908553VNQVANGUARD INDEX FDS$1.8M0.19%21,328CommonNONE
46432F834IXUSISHARES TR$1.8M0.18%26,161CommonNONE
260003108DOVDOVER CORP$1.7M0.17%9,650CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.7M0.17%8,877CommonSOLE
02079K305GOOGLALPHABET INC$1.7M0.17%11,210CommonSOLE
922908736VUGVANGUARD INDEX FDS$1.7M0.17%4,816CommonSOLE
717081103PFEPFIZER INC$1.5M0.15%54,126CommonSOLE
922908363VOOVANGUARD INDEX FDS$1.5M0.15%3,106CommonSOLE
458140100INTCINTEL CORP$1.4M0.14%31,746CommonSOLE
931142103WMTWALMART INC$1.4M0.14%22,645CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$1.4M0.14%6,510CommonSOLE
464287408IVEISHARES TR$1.3M0.13%7,108CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$1.3M0.13%31,495CommonSOLE
032654105ADIANALOG DEVICES INC$1.3M0.13%6,415CommonSOLE
88579Y101MMM3M CO$1.2M0.13%11,750CommonSOLE
747525103QCOMQUALCOMM INC$1.2M0.13%7,360CommonSOLE
65339F101NEENEXTERA ENERGY INC$1.2M0.13%19,494CommonSOLE
580135101MCDMCDONALDS CORP$1.2M0.13%4,408CommonSOLE
17275R102CSCOCISCO SYS INC$1.2M0.12%24,387CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$1.2M0.12%7,219CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$1.1M0.12%1,561CommonSOLE
053611109AVYAVERY DENNISON CORP$1.1M0.11%5,000CommonSOLE
G5960L103MDTMEDTRONIC PLC$1.1M0.11%12,614CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$1.1M0.11%26,065CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.1M0.11%19,880CommonNONE
N53745100LYBLYONDELLBASELL INDUSTRIES N$1.0M0.11%10,255CommonNONE
219350105GLWCORNING INC$1.0M0.10%31,381CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$950,4050.10%2,742CommonNONE
30303M102METAMETA PLATFORMS INC$919,6890.09%1,894CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$875,1620.09%4,272CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$764,8730.08%1,316CommonSOLE
713448108PEPPEPSICO INC$762,8690.08%4,359CommonSOLE
464287101OEFISHARES TR$742,2300.08%3,000CommonSOLE
464287168DVYISHARES TR$739,0800.07%6,000CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$639,5250.06%1,328CommonSOLE
11135F101AVGOBROADCOM INC$638,8480.06%482CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$638,3500.06%1,518CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$557,5130.06%1,002CommonNONE
025816109AXPAMERICAN EXPRESS CO$545,7730.06%2,397CommonSOLE
464287804IJRISHARES TR$536,4650.05%4,854CommonSOLE
46432F842IEFAISHARES TR$534,2360.05%7,198CommonNONE
532457108LLYELI LILLY & CO$508,7860.05%654CommonSOLE
548661107LOWLOWES COS INC$484,2420.05%1,901CommonSOLE
617446448MSMORGAN STANLEY$427,1100.04%4,536CommonSOLE
020002101ALLALLSTATE CORP$400,0000.04%2,312CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$395,2830.04%869CommonSOLE
075887109BDXBECTON DICKINSON & CO$389,7340.04%1,575CommonSOLE
060505104BACBANK AMERICA CORP$376,2050.04%9,921CommonSOLE
009158106APDAIR PRODS & CHEMS INC$337,4830.03%1,393CommonSOLE
75513E101RTXRTX CORPORATION$336,8690.03%3,454CommonSOLE
46434G103IEMGISHARES INC$328,6920.03%6,370CommonNONE
464287564ICFISHARES TR$326,2360.03%5,654CommonNONE
036752103ELVELEVANCE HEALTH INC$318,3840.03%614CommonSOLE
882508104TXNTEXAS INSTRS INC$316,0170.03%1,814CommonSOLE
031162100AMGNAMGEN INC$315,3110.03%1,109CommonSOLE
921909768VXUSVANGUARD STAR FDS$296,8920.03%4,924CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$287,4940.03%1,455CommonSOLE
46434V647REETISHARES TR$284,1600.03%12,000CommonSOLE
46435G268SMMDISHARES TR$252,4220.03%3,847CommonSOLE
00724F101ADBEADOBE INC$252,3000.03%500CommonSOLE
464287481IWPISHARES TR$250,7660.03%2,197CommonSOLE
235851102DHRDANAHER CORPORATION$241,9790.02%969CommonSOLE
20030N101CMCSACOMCAST CORP NEW$241,2870.02%5,566CommonSOLE
464287705IJJISHARES TR$236,5800.02%2,000CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$234,2970.02%405CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$233,9160.02%1,296CommonSOLE
464287606IJKISHARES TR$229,9500.02%2,520CommonSOLE
097023105BABOEING CO$222,9040.02%1,155CommonSOLE
09257W100BXMTBLACKSTONE MTG TR INC$219,0100.02%11,000CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$217,9580.02%614CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$215,1010.02%74CommonSOLE
126650100CVSCVS HEALTH CORP$205,3820.02%2,575CommonSOLE
64110L106NFLXNETFLIX INC$204,6710.02%337CommonSOLE
88160R101TSLATESLA INC$204,4450.02%1,163CommonSOLE
718172109PMPHILIP MORRIS INTL INC$201,1060.02%2,195CommonSOLE
79466L302CRMSALESFORCE INC$199,3820.02%662CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$195,8950.02%1,318CommonSOLE
654106103NKENIKE INC$184,2010.02%1,960CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$183,9020.02%928CommonSOLE
254687106DISDISNEY WALT CO$181,0930.02%1,480CommonSOLE
464287671IUSGISHARES TR$179,0970.02%1,528CommonSOLE
81369Y860XLRESELECT SECTOR SPDR TR$173,3400.02%4,385CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$172,9280.02%4,140CommonSOLE
052769106ADSKAUTODESK INC$170,0550.02%653CommonSOLE
244199105DEDEERE & CO$164,2960.02%400CommonSOLE
565849106MRO*MARATHON OIL CORP$161,3680.02%5,694CommonSOLE
461202103INTUINTUIT$159,9000.02%246CommonSOLE
02209S103MOALTRIA GROUP INC$159,7370.02%3,662CommonSOLE
74762E102QUREQUANTA SVCS INC$153,0230.02%589CommonSOLE
126408103CSXCSX CORP$150,1340.02%4,050CommonSOLE
842587107SOSOUTHERN CO$149,2200.02%2,080CommonSOLE
68389X105ORCLORACLE CORP$147,0900.01%1,171CommonSOLE
291011104EMREMERSON ELEC CO$142,9100.01%1,260CommonSOLE
23325P104DNPDNP SELECT INCOME FD INC$138,6170.01%15,283CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$137,8980.01%3,198CommonSOLE
464288661IEIISHARES TR$135,4980.01%1,170CommonSOLE
929740108WABWABTEC$135,0460.01%927CommonSOLE
375558103GILDGILEAD SCIENCES INC$134,7800.01%1,840CommonSOLE
922908595VBKVANGUARD INDEX FDS$133,7500.01%513CommonSOLE
609207105MDLZMONDELEZ INTL INC$128,8700.01%1,841CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$128,6560.01%696CommonSOLE
969904101WSMWILLIAMS SONOMA INC$127,0120.01%400CommonSOLE
74340W103PLDPROLOGIS INC.$123,7090.01%950CommonSOLE
682680103OKEONEOK INC NEW$123,5420.01%1,541CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$122,6370.01%1,887CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$122,4680.01%1,360CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$119,2430.01%1,780CommonSOLE
22052L104CTVACORTEVA INC$118,2240.01%2,050CommonSOLE
464287663IUSVISHARES TR$116,0350.01%1,283CommonSOLE
25459Y207QQQEDIREXION SHS ETF TR$115,7820.01%1,298CommonSOLE
681919106OMCOMNICOM GROUP INC$115,5320.01%1,194CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$112,6840.01%520CommonSOLE
949746101WMT2WELLS FARGO CO NEW$112,4430.01%1,940CommonSOLE
26875P101EOGEOG RES INC$106,6190.01%834CommonSOLE
464288414MUBISHARES TR$106,0940.01%986CommonSOLE
464288158SUBISHARES TR$104,6260.01%999CommonSOLE
31428X106FDXFEDEX CORP$104,3070.01%360CommonSOLE
72201R783HYSPIMCO ETF TR$104,2310.01%1,115CommonNONE
816851109SRESEMPRA$103,0770.01%1,435CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$98,9390.01%440CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$97,7680.01%800CommonSOLE
294429105EFXEQUIFAX INC$94,9700.01%355CommonSOLE
278642103EBAYEBAY INC.$93,9490.01%1,780CommonSOLE
87612E106TGTTARGET CORP$92,6810.01%523CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$92,3340.01%719CommonSOLE
922908637VVVANGUARD INDEX FDS$90,8700.01%379CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$87,7490.01%1,213CommonSOLE
406216101HALHALLIBURTON CO$87,5520.01%2,221CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$87,3060.01%600CommonSOLE
464285204IAUISHARES GOLD TR$85,9950.01%2,047CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$85,8940.01%625CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$85,3440.01%700CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$84,4660.01%653CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$82,6460.01%308CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$80,6400.01%611CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$79,8780.01%60CommonSOLE
172967424CCITIGROUP INC$79,1140.01%1,251CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$78,4970.01%226CommonSOLE
744320102PRUPRUDENTIAL FINL INC$78,4240.01%668CommonSOLE
369604301GEGENERAL ELECTRIC CO$77,4090.01%441CommonSOLE
018802108LNTALLIANT ENERGY CORP$75,6000.01%1,500CommonSOLE
297178105ESSESSEX PPTY TR INC$72,7090.01%297CommonSOLE
256746108DLTRDOLLAR TREE INC$71,9010.01%540CommonSOLE
78464A698KRESPDR SER TR$70,3920.01%1,400CommonSOLE
670100205NVONOVO-NORDISK A S$69,5930.01%542CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$68,9300.01%19CommonSOLE
055622104BPBP PLC$68,9170.01%1,829CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$68,2000.01%248CommonSOLE
15135B101CNCCENTENE CORP DEL$68,1210.01%868CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$66,0670.01%68CommonSOLE
858119100STLDSTEEL DYNAMICS INC$65,8150.01%444CommonSOLE
56585A102MPCMARATHON PETE CORP$65,4880.01%325CommonSOLE
534187109LNCLINCOLN NATL CORP IND$63,8600.01%2,000CommonSOLE
46138E354SPLVINVESCO EXCH TRADED FD TR II$62,9060.01%955CommonSOLE
68622V106OGNORGANON & CO$60,1790.01%3,201CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$59,2800.01%1,000CommonSOLE
693506107PPGPPG INDS INC$58,2500.01%402CommonNONE
09256A109CIIBLACKROCK ENHANCD CAP & INM$57,2230.01%2,936CommonSOLE
G54950103LINLINDE PLC$57,1120.01%123CommonSOLE
37733W204GSKGSK PLC$57,0600.01%1,331CommonSOLE
216648501COOCOOPER COS INC$54,7890.01%540CommonSOLE
91913Y100VLOVALERO ENERGY CORP$54,4510.01%319CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$54,1840.01%315CommonSOLE
345370860FFORD MTR CO DEL$53,1200.01%4,000CommonSOLE
670346105NUENUCOR CORP$52,8400.01%267CommonSOLE
29444U700EQIXEQUINIX INC$52,8220.01%64CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$51,0580.01%593CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$49,8900.01%648CommonSOLE
464287630IWNISHARES TR$49,7080.01%313CommonSOLE
680665205OLNOLIN CORP$49,2750.00%838CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$49,0560.00%751CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$46,9140.00%300CommonSOLE
46435U218SUSLISHARES TR$46,7380.00%498CommonSOLE
217204106CPRTCOPART INC$46,5680.00%804CommonSOLE
09075V102BNTXBIONTECH SE$46,1250.00%500CommonSOLE
78409V104SPGIS&P GLOBAL INC$45,5240.00%107CommonSOLE
00676P107ADEAADEIA INC$43,3530.00%3,970CommonSOLE
59156R108METMETLIFE INC$42,3170.00%571CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$41,7030.00%300CommonSOLE
025932104AFGAMERICAN FINL GROUP INC OHIO$40,9440.00%300CommonSOLE
26969P108EXPEAGLE MATLS INC$40,7630.00%150CommonSOLE
745867101PHMPULTE GROUP INC$40,2880.00%334CommonSOLE
682189105ONON SEMICONDUCTOR CORP$40,0850.00%545CommonSOLE
23331A109DHID R HORTON INC$39,8220.00%242CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$39,7320.00%373CommonSOLE
526107107LIILENNOX INTL INC$39,1010.00%80CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$38,0070.00%152CommonSOLE
303075105FDSFACTSET RESH SYS INC$36,3520.00%80CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$35,6800.00%228CommonNONE
30040W108ESEVERSOURCE ENERGY$34,4880.00%577CommonSOLE
46982L108JJACOBS SOLUTIONS INC$33,5140.00%218CommonSOLE
45168D104IDXXIDEXX LABS INC$33,4760.00%62CommonSOLE
46435U549EAGGISHARES TR$33,4600.00%711CommonSOLE
133131102CPTCAMDEN PPTY TR$33,4560.00%340CommonSOLE
723787107PXDEURPIONEER NAT RES CO$33,3380.00%127CommonSOLE
45167R104IEXIDEX CORP$33,1870.00%136CommonSOLE
G3223R108EGEVEREST GROUP LTD$32,5950.00%82CommonSOLE
30034W106EVRGEVERGY INC$32,0280.00%600CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$31,9190.00%306CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$31,2790.00%280CommonSOLE
902973304USBUS BANCORP DEL$30,9330.00%692CommonSOLE
759351604RGAREINSURANCE GRP OF AMERICA I$30,8610.00%160CommonSOLE
747316107KWRQUAKER HOUGHTON$30,7880.00%150CommonSOLE
253868103DLRDIGITAL RLTY TR INC$30,5370.00%212CommonSOLE
46429B697USMVISHARES TR$29,9220.00%358CommonSOLE
833034101SNASNAP ON INC$28,7340.00%97CommonSOLE
172908105CTASCINTAS CORP$28,1690.00%41CommonSOLE
855244109SBUXSTARBUCKS CORP$28,0570.00%307CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$27,2640.00%293CommonSOLE
410867105THGHANOVER INS GROUP INC$27,2340.00%200CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$26,7980.00%461CommonSOLE
921910725VSGXVANGUARD WORLD FD$26,7240.00%465CommonSOLE
22822V101CCICROWN CASTLE INC$26,4580.00%250CommonSOLE
969457100WMBWILLIAMS COS INC$26,1100.00%670CommonSOLE
61945C103MOSMOSAIC CO NEW$24,6380.00%759CommonSOLE
922908611VBRVANGUARD INDEX FDS$24,3690.00%127CommonSOLE
29670G102WTRGESSENTIAL UTILS INC$24,0830.00%650CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$23,0480.00%688CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$22,9330.00%341CommonSOLE
039653100ACAARCOSA INC$22,8390.00%266CommonSOLE
863667101SYKSTRYKER CORPORATION$22,5460.00%63CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$22,5350.00%227CommonSOLE
896522109TRNTRINITY INDS INC$22,2800.00%800CommonSOLE
594972408MSTRMICROSTRATEGY INC$22,1600.00%13CommonNONE
30225T102EXREXTRA SPACE STORAGE INC$20,8740.00%142CommonSOLE
695156109PKGPACKAGING CORP AMER$20,4970.00%108CommonSOLE
12514G108CDWCDW CORP$20,4630.00%80CommonSOLE
464288836IHEISHARES TR$20,3690.00%300CommonNONE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$20,1760.00%231CommonSOLE
921910733ESGVVANGUARD WORLD FD$20,0360.00%215CommonSOLE
925652109VICIVICI PPTYS INC$19,8700.00%667CommonSOLE
893641100TDGTRANSDIGM GROUP INC$19,7060.00%16CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$19,5090.00%100CommonSOLE
733174700BPOPPOPULAR INC$19,3800.00%220CommonSOLE
832696405SJMSMUCKER J M CO$19,2590.00%153CommonSOLE
98423J101XPERXPERI INC$19,1520.00%1,588CommonSOLE
46435G243SUSBISHARES TR$18,8010.00%768CommonSOLE
457187102INGRINGREDION INC$18,6960.00%160CommonSOLE
34959J108FTVFORTIVE CORP$18,6670.00%217CommonSOLE
410345102HN9HANESBRANDS INC$18,5600.00%3,200CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$18,3750.00%190CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$17,9600.00%45CommonSOLE
Y2573F102FLEXFLEX LTD$17,7390.00%620CommonSOLE
46438F101IBITISHARES BITCOIN TR$17,7260.00%438CommonNONE
880770102TERTERADYNE INC$17,1510.00%152CommonSOLE
958102105WDCWESTERN DIGITAL CORP.$16,9920.00%249CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$16,2250.00%41CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$16,2070.00%201CommonSOLE
488401100KMPRKEMPER CORP$16,1000.00%260CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$15,9850.00%55CommonSOLE
92338C103VLTOVERALTO CORP$15,8710.00%179CommonSOLE
34354P105FLSFLOWSERVE CORP$15,8060.00%346CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$15,7530.00%230CommonSOLE
887389104TKRTIMKEN CO$15,7380.00%180CommonSOLE
G0585R106AGOASSURED GUARANTY LTD$15,7050.00%180CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$15,7040.00%60CommonSOLE
233331107DTEDTE ENERGY CO$15,4760.00%138CommonSOLE
896239100TRMBTRIMBLE INC$15,4470.00%240CommonSOLE
872540109TJXTJX COS INC NEW$15,0110.00%148CommonSOLE
693718108PCARPACCAR INC$14,8670.00%120CommonSOLE
552953101MGMMGM RESORTS INTERNATIONAL$14,7300.00%312CommonSOLE
831865209AOSSMITH A O CORP$14,6720.00%164CommonSOLE
464287473IWSISHARES TR$14,2880.00%114CommonSOLE
500754106KHCKRAFT HEINZ CO$14,2070.00%385CommonSOLE
012653101ALBALBEMARLE CORP$13,9650.00%106CommonSOLE
150870103CECELANESE CORP DEL$13,7490.00%80CommonSOLE
81762P102NOWSERVICENOW INC$13,7240.00%18CommonSOLE
G8473T100STESTERIS PLC$13,0400.00%58CommonSOLE
92556V106VTRSVIATRIS INC$12,8840.00%1,079CommonSOLE
04010L103ARCCARES CAPITAL CORP$12,5650.00%603CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$12,5310.00%30CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$11,9800.00%90CommonSOLE
872590104TMUST-MOBILE US INC$11,7520.00%72CommonSOLE
50155Q100KDKYNDRYL HLDGS INC$11,7510.00%540CommonSOLE
670837103OGEOGE ENERGY CORP$10,9760.00%320CommonSOLE
780287108RGLDROYAL GOLD INC$10,9630.00%90CommonSOLE
049560105ATOATMOS ENERGY CORP$10,9370.00%92CommonSOLE
405552100HLNHALEON PLC$10,6130.00%1,250CommonSOLE
595112103MUMICRON TECHNOLOGY INC$10,6110.00%90CommonSOLE
00773T101ASIXADVANSIX INC$10,5250.00%368CommonSOLE
446413106HIIHUNTINGTON INGALLS INDS INC$10,4930.00%36CommonSOLE
680223104ORIOLD REP INTL CORP$10,4450.00%340CommonSOLE
550021109LULULULULEMON ATHLETICA INC$9,7670.00%25CommonSOLE
857477103STTSTATE STR CORP$9,5880.00%124CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$9,5740.00%20CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$9,3160.00%86CommonSOLE
871607107SNPSSYNOPSYS INC$9,1440.00%16CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$9,0800.00%69CommonSOLE
H1467J104CBCHUBB LIMITED$9,0700.00%35CommonSOLE
252131107DXCMDEXCOM INC$8,8770.00%64CommonSOLE
125896100CMSCMS ENERGY CORP$8,7500.00%145CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$8,4310.00%168CommonSOLE
189054109CLXCLOROX CO DEL$8,4220.00%55CommonSOLE
902653104UDRUDR INC$8,3800.00%224CommonSOLE
28618M106ESIELEMENT SOLUTIONS INC$8,2440.00%330CommonSOLE
67092P409NUMGNUSHARES ETF TR$8,2290.00%185CommonSOLE
224408104CRCRANE COMPANY$8,1080.00%60CommonSOLE
87161C501SYU1SYNOVUS FINL CORP$8,0930.00%202CommonSOLE
55261F104MTBM & T BK CORP$8,0000.00%55CommonSOLE
200525103CBSHCOMMERCE BANCSHARES INC$7,9270.00%149CommonSOLE
228368106CCKCROWN HLDGS INC$7,9260.00%100CommonSOLE
25960P109DEIDOUGLAS EMMETT INC$7,7680.00%560CommonSOLE
540424108LLOEWS CORP$7,3600.00%94CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$7,3500.00%40CommonSOLE
883203101TXTTEXTRON INC$7,1950.00%75CommonSOLE
34959E109FTNTFORTINET INC$7,1730.00%105CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$7,1600.00%23CommonSOLE
G0403H108AONAON PLC$6,6750.00%20CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$6,6560.00%139CommonSOLE
084423102WRBBERKLEY W R CORP$6,6330.00%75CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$6,5800.00%30CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$6,2710.00%15CommonSOLE
91529Y106UNMUNUM GROUP$6,2250.00%116CommonSOLE
67092P508NUMVNUSHARES ETF TR$6,1910.00%181CommonSOLE
65290E101NXTNEXTRACKER INC$6,0210.00%107CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$5,9740.00%29CommonSOLE
74460D109PSAPUBLIC STORAGE$5,8020.00%20CommonSOLE
835495102SONSONOCO PRODS CO$5,7840.00%100CommonSOLE
038222105AMATAPPLIED MATLS INC$5,7750.00%28CommonSOLE
848574109S9QSPIRIT AEROSYSTEMS HLDGS INC$5,7720.00%160CommonSOLE
247361702DALDELTA AIR LINES INC DEL$5,7450.00%120CommonSOLE
67092P607NUSCNUSHARES ETF TR$5,7400.00%138CommonSOLE
977852102WOLF*WOLFSPEED INC$5,6350.00%191CommonSOLE
988498101YUMYUM BRANDS INC$5,5460.00%40CommonNONE
94106L109WMWASTE MGMT INC DEL$5,5420.00%26CommonSOLE
360271100FULTFULTON FINL CORP PA$5,5140.00%347CommonSOLE
447011107HUNHUNTSMAN CORP$5,2060.00%200CommonSOLE
526057104LENLENNAR CORP$5,1600.00%30CommonSOLE
806857108SLBSCHLUMBERGER LTD$5,0430.00%92CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$4,8250.00%21CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$4,5220.00%15CommonSOLE
443201108HWMHOWMET AEROSPACE INC$4,3800.00%64CommonSOLE
29364G103ETRENTERGY CORP NEW$4,2280.00%40CommonSOLE
546347105LPXLOUISIANA PAC CORP$4,1960.00%50CommonSOLE
29082K105EMBCEMBECTA CORP$4,1810.00%315CommonSOLE
G4474Y214JHGJANUS HENDERSON GROUP PLC$4,0790.00%124CommonSOLE
928881101VNTVONTIER CORPORATION$3,9010.00%86CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$3,8070.00%57CommonSOLE
76118Y104REZIRESIDEO TECHNOLOGIES INC$3,7890.00%169CommonSOLE
G7S00T104PNRPENTAIR PLC$3,7600.00%44CommonSOLE
172062101CINFCINCINNATI FINL CORP$3,7260.00%30CommonSOLE
224441105CXTCRANE NXT CO$3,7140.00%60CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$3,6780.00%22CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$3,5360.00%15CommonSOLE
403949100DINOHF SINCLAIR CORP$3,5020.00%58CommonSOLE
89832Q109TFCTRUIST FINL CORP$3,4310.00%88CommonSOLE
464289859AOAISHARES TR$3,3060.00%45CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$3,2730.00%36CommonSOLE
758849103REGREGENCY CTRS CORP$3,2710.00%54CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$3,2670.00%52CommonSOLE
49446R109KIMKIMCO RLTY CORP$3,2560.00%166CommonSOLE
98419M100XYLXYLEM INC$3,2310.00%25CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$3,1880.00%16CommonSOLE
370334104GISGENERAL MLS INC$3,1490.00%45CommonSOLE
03662Q105AKXANSYS INC$3,1250.00%9CommonSOLE
96145D105WRKUSDWESTROCK CO$2,9670.00%60CommonSOLE
00766T100ACMAECOM$2,9430.00%30CommonSOLE
277432100EMNEASTMAN CHEM CO$2,8070.00%28CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$2,7710.00%13CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$2,7370.00%31CommonSOLE
315616102FFIVF5 INC$2,6550.00%14CommonSOLE
770323103RHIROBERT HALF INC.$2,6170.00%33CommonSOLE
81211K100SDASEALED AIR CORP NEW$2,6040.00%70CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$2,5250.00%17CommonSOLE
071813109BAXBAXTER INTL INC$2,5220.00%59CommonSOLE
778296103ROSTROSS STORES INC$2,4950.00%17CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$2,4510.00%86CommonSOLE
74347R206QLDPROSHARES TR$2,4500.00%28CommonSOLE
668771108GENGEN DIGITAL INC$2,3750.00%106CommonSOLE
871829107SYYSYSCO CORP$2,3550.00%29CommonSOLE
651639106NEMNEWMONT CORP$2,3300.00%65CommonSOLE
879369106TFXTELEFLEX INCORPORATED$2,2620.00%10CommonSOLE
229899109CFRCULLEN FROST BANKERS INC$2,2520.00%20CommonSOLE
00130H105AESAES CORP$2,2420.00%125CommonSOLE
205887102CAGCONAGRA BRANDS INC$2,0750.00%70CommonSOLE
G61188127LBTYKLIBERTY GLOBAL LTD$2,0110.00%114CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$2,0070.00%21CommonSOLE
30161N101EXCEXELON CORP$1,9920.00%53CommonSOLE
285512109EAELECTRONIC ARTS INC$1,9910.00%15CommonSOLE
29355A107ENPHENPHASE ENERGY INC$1,8150.00%15CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$1,8050.00%14CommonSOLE
902494103TSNTYSON FOODS INC$1,7620.00%30CommonSOLE
69351T106PPLPPL CORP$1,6250.00%59CommonSOLE
48242W106KBRKBR INC$1,5920.00%25CommonSOLE
858912108SRCLEURSTERICYCLE INC$1,5830.00%30CommonSOLE
G0250X107AMCRAMCOR PLC$1,5130.00%159CommonSOLE
115236101BROBROWN & BROWN INC$1,3140.00%15CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$1,2340.00%34CommonSOLE
302491303FMCFMC CORP$1,2110.00%19CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$1,1950.00%6CommonSOLE
G61188101LBTYALIBERTY GLOBAL LTD$1,1170.00%66CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$1,0860.00%21CommonSOLE
98888T107ZIMVZIMVIE INC$1,0060.00%61CommonSOLE
44891N208IACIAC INC$8540.00%16CommonSOLE
24906P109XRAYDENTSPLY SIRONA INC$8300.00%25CommonSOLE
98980L101ZNGAZOOM VIDEO COMMUNICATIONS IN$7850.00%12CommonNONE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$7480.00%5CommonSOLE
810186106SMGSCOTTS MIRACLE-GRO CO$7460.00%10CommonSOLE
929089100VOYAVOYA FINANCIAL INC$7400.00%10CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$6900.00%5CommonSOLE
04247X102AWIARMSTRONG WORLD INDS INC NEW$6220.00%5CommonSOLE
47103U209JSMDJANUS DETROIT STR TR$5600.00%8CommonNONE
105368203BDNBRANDYWINE RLTY TR$5190.00%108CommonSOLE
343498101FLOFLOWERS FOODS INC$3570.00%15CommonSOLE
Y8162K204SBLKSTAR BULK CARRIERS CORP.$2150.00%9CommonSOLE
15961R105CHARGEPOINT HOLDINGS INC$1900.00%100CommonNONE
74935Q107RBARB GLOBAL INC$1530.00%2CommonSOLE
92719V100VMEO*VIMEO INC$1030.00%25CommonSOLE
78468R622JNKSPDR SER TR$960.00%1CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$350.00%4CommonSOLE
395330301GNLNEURGREENLANE HLDGS INC$60.00%10CommonSOLE

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.