MondegarAI
S&T BANK/PA

Q4 2025 · 13F-HR

S&T BANK/PAholdings as filed

Filed 2026-02-13 · accession 0001010911-26-000003

$316.2M
Reported value
413
Positions
2025-12-31
Period end
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The Brief · S&T BANK/PA · Q4 2025

AI · grounded in 13F

S&T BANK/PA reduced its position in PANW by 19.63%, marking its largest share decrease of the period. The fund also trimmed holdings in MSFT by 18.59% and AEO by 17.49%. Conversely, the fund accumulated shares in SEI EXCHANGE TRADED FUNDS via SEIV, SEIM, and SEIE. Overall, the fund reduced 290 positions while adding 124 new ones.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
81589A700SEIESEI EXCHANGE TRADED FUNDS$15.7M4.96%481,795CommonSOLE
81589A304SEIVSEI EXCHANGE TRADED FUNDS$15.5M4.91%374,028CommonSOLE
81589A205SEIMSEI EXCHANGE TRADED FUNDS$15.0M4.74%324,959CommonSOLE
783859101STBAS & T BANCORP INC$12.3M3.90%313,773CommonNONE
958102105WDCWESTERN DIGITAL CORP$11.5M3.63%66,592CommonSOLE
Y2573F102FLEXFLEX LTD$10.6M3.36%176,001CommonSOLE
81589A502SEISSEI EXCHANGE TRADED FUNDS$7.8M2.47%279,314CommonSOLE
45867G101IDCCINTERDIGITAL INC$7.5M2.37%23,510CommonSOLE
81589A106SEIQSEI EXCHANGE TRADED FUNDS$7.5M2.37%192,173CommonSOLE
231021106CMICUMMINS INC$7.2M2.29%14,169CommonSOLE
81589A601SEEMSEI EXCHANGE TRADED FUNDS$6.9M2.18%221,084CommonSOLE
03073E105CORCENCORA INC$6.8M2.14%19,995CommonSOLE
00287Y109ABBVABBVIE INC$6.2M1.97%27,297CommonSOLE
02553E106AEOAMERICAN EAGLE OUTFITTERS IN$6.1M1.94%232,997CommonSOLE
315616102FFIVF5 INC$5.8M1.84%22,833CommonSOLE
447462102HURNHURON CONSULTING GROUP INC$5.8M1.83%33,414CommonSOLE
00766T100ACMAECOM$5.6M1.78%58,914CommonSOLE
141788109CARGCARGURUS INC$5.4M1.70%140,525CommonSOLE
80004C200SNDKSANDISK CORP$5.3M1.69%22,489CommonSOLE
446413106HIIHUNTINGTON INGALLS INDS INC$5.1M1.61%14,952CommonSOLE
594918104MSFTMICROSOFT CORP$4.9M1.54%10,092CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$4.8M1.52%26,066CommonSOLE
05465C100AXAXOS FINANCIAL INC$4.8M1.51%55,480CommonSOLE
87162W100SNXTD SYNNEX CORPORATION$4.3M1.37%28,932CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$4.3M1.35%8,496CommonSOLE
34959E109FTNTFORTINET INC$3.8M1.21%48,279CommonSOLE
302941109FCNFTI CONSULTING INC$3.8M1.19%22,035CommonSOLE
88162G103TTEKTETRA TECH INC NEW$3.8M1.19%112,034CommonSOLE
868459108SUPNSUPERNUS PHARMACEUTICALS INC$3.7M1.18%75,124CommonSOLE
427096508HTGCHERCULES CAPITAL INC$3.7M1.18%197,893CommonSOLE
126650100CVSCVS HEALTH CORP$3.7M1.17%46,559CommonSOLE
536797103LADLITHIA MTRS INC$3.7M1.16%11,064CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$3.3M1.05%18,353CommonSOLE
218352102CORTCORCEPT THERAPEUTICS INC$3.2M1.03%93,272CommonSOLE
125269100CFCF INDS HLDGS INC$3.2M1.00%40,972CommonSOLE
922908769VTIVANGUARD INDEX FDS$3.2M1.00%9,397CommonSOLE
03071H100AMSFAMERISAFE INC$3.1M0.98%80,439CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$3.0M0.96%74,813CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$2.9M0.93%15,807CommonSOLE
48123V102ZDZIFF DAVIS INC$2.8M0.88%79,515CommonSOLE
516544103LNTHLANTHEUS HLDGS INC$2.8M0.88%41,840CommonSOLE
731068102PIIPOLARIS INC$2.7M0.84%42,125CommonSOLE
922908363VOOVANGUARD INDEX FDS$2.6M0.83%4,165CommonSOLE
921909768VXUSVANGUARD STAR FDS$2.4M0.75%31,517CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$2.3M0.74%27,909CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$2.3M0.73%36,527CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$2.2M0.69%59,399CommonSOLE
345370860FFORD MTR CO$2.1M0.66%159,854CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$1.9M0.61%46,889CommonSOLE
464287200IVVISHARES TR$1.7M0.54%2,488CommonSOLE
17888H103CIVICIVITAS RESOURCES INC$1.6M0.52%60,253CommonSOLE
89469A104THSTREEHOUSE FOODS INC$1.6M0.51%68,774CommonSOLE
922908751VBVANGUARD INDEX FDS$1.6M0.51%6,239CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$1.6M0.51%4,842CommonSOLE
682680103OKEONEOK INC NEW$1.5M0.49%20,872CommonSOLE
314211103FHIFEDERATED HERMES INC$1.4M0.44%26,841CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.3M0.42%11,011CommonSOLE
69354N106PRAAPRA GROUP INC$1.3M0.41%73,070CommonSOLE
224408104CRCRANE COMPANY$1.3M0.41%6,945CommonSOLE
493732101KFRCKFORCE INC$1.2M0.38%39,156CommonSOLE
12479G101CBFVCB FINANCIAL SERVICES$1.2M0.37%33,642CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$1.2M0.37%19,886CommonSOLE
929566107WNCWABASH NATL CORP$1.1M0.36%132,893CommonSOLE
04010L103ARCCARES CAPITAL CORP$1.1M0.36%55,986CommonSOLE
037833100AAPLAPPLE INC$1.1M0.35%4,098CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$1.1M0.35%13,978CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$1.1M0.35%205CommonSOLE
832696405SJMSMUCKER J M CO$1.0M0.32%10,441CommonSOLE
002824100ABTABBOTT LABS$1.0M0.32%8,057CommonSOLE
69351T106PPLPPL CORP$1.0M0.32%28,638CommonSOLE
458140100INTCINTEL CORP$901,7620.29%24,438CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$871,8660.28%4,177CommonNONE
001744101AMNAMN HEALTHCARE SVCS INC$849,8580.27%53,925CommonSOLE
713448108PEPPEPSICO INC$847,6300.27%5,906CommonSOLE
464287804IJRISHARES TR$842,7020.27%7,012CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$810,6510.26%8,035CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$739,1730.23%2,294CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$690,7360.22%5,950CommonSOLE
46432F388VLUEISHARES TR$536,5290.17%3,924CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$534,6590.17%1,805CommonSOLE
20848V105CCSICONSENSUS CLOUD SOLUTIONS IN$533,9350.17%24,470CommonSOLE
302491303FMCFMC CORP$505,8530.16%36,471CommonSOLE
67066G104NVDANVIDIA CORPORATION$481,3570.15%2,581CommonNONE
478160104JNJJOHNSON & JOHNSON$471,0190.15%2,276CommonSOLE
166764100CVXCHEVRON CORP NEW$418,5180.13%2,746CommonSOLE
922908629VOVANGUARD INDEX FDS$396,1500.13%1,365CommonSOLE
02079K107GOOGALPHABET INC$396,0160.13%1,262CommonSOLE
224441105CXTCRANE NXT CO$341,0220.11%7,245CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$332,8630.11%386CommonSOLE
260557103DOWDOW INC$321,6620.10%13,758CommonSOLE
46432F842IEFAISHARES TR$320,3560.10%3,581CommonSOLE
343498101FLOFLOWERS FOODS INC$306,3050.10%28,153CommonSOLE
75513E101RTXRTX CORPORATION$296,9240.09%1,619CommonSOLE
097023105BABOEING CO$274,4400.09%1,264CommonNONE
92826C839VVISA INC$243,0420.08%693CommonNONE
82509L107SHOPSHOPIFY INC$241,4550.08%1,500CommonNONE
023135106AMZNAMAZON COM INC$240,0520.08%1,040CommonNONE
46429B697USMVISHARES TR$229,9390.07%2,442CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$216,9350.07%380CommonSOLE
693506107PPGPPG INDS INC$212,8090.07%2,077CommonNONE
65339F101NEENEXTERA ENERGY INC$211,2170.07%2,631CommonSOLE
369604301GEGE AEROSPACE$208,5360.07%677CommonNONE
11135F101AVGOBROADCOM INC$207,6600.07%600CommonNONE
464287614IWFISHARES TR$207,3050.07%438CommonSOLE
020002101ALLALLSTATE CORP$201,4890.06%968CommonSOLE
532457108LLYELI LILLY & CO$199,8910.06%186CommonNONE
742718109PGPROCTER AND GAMBLE CO$199,7740.06%1,394CommonSOLE
30303M102METAMETA PLATFORMS INC$186,1460.06%282CommonNONE
452308109ITWILLINOIS TOOL WKS INC$184,4790.06%749CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$175,0820.06%450CommonNONE
02079K305GOOGLALPHABET INC$174,6540.06%558CommonNONE
464287465EFAISHARES TR$169,3010.05%1,763CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$166,6850.05%648CommonSOLE
17275R102CSCOCISCO SYS INC$164,6910.05%2,138CommonSOLE
907818108UNPUNION PAC CORP$160,9990.05%696CommonSOLE
580135101MCDMCDONALDS CORP$155,2600.05%508CommonSOLE
58933Y105MRKMERCK & CO INC$153,6800.05%1,460CommonNONE
009158106APDAIR PRODS & CHEMS INC$149,9410.05%607CommonSOLE
872540109TJXTJX COS INC NEW$146,3900.05%953CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$143,2770.05%163CommonNONE
09290D101BLKBLACKROCK INC$137,0040.04%128CommonSOLE
88160R101TSLATESLA INC$133,1170.04%296CommonNONE
191216100KOCOCA COLA CO$128,5640.04%1,839CommonNONE
461202103INTUINTUIT$126,5220.04%191CommonSOLE
68389X105ORCLORACLE CORP$123,9630.04%636CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$122,1490.04%504CommonSOLE
747525103QCOMQUALCOMM INC$121,6180.04%711CommonNONE
G0403H108AONAON PLC$118,5670.04%336CommonSOLE
464287598IWDISHARES TR$115,6870.04%550CommonSOLE
060505104BACBANK AMERICA CORP$111,2100.04%2,022CommonNONE
718172109PMPHILIP MORRIS INTL INC$109,8740.03%685CommonNONE
36828A101GEVGE VERNOVA INC$109,8000.03%168CommonSOLE
464287507IJHISHARES TR$103,6860.03%1,571CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$101,7850.03%1,887CommonSOLE
548661107LOWLOWES COS INC$100,0810.03%415CommonSOLE
031162100AMGNAMGEN INC$97,2110.03%297CommonSOLE
00206R102TAT&T INC$86,9150.03%3,499CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$84,8080.03%396CommonNONE
539830109LMTLOCKHEED MARTIN CORP$84,1590.03%174CommonSOLE
931142103WMTWALMART INC$81,5520.03%732CommonNONE
882508104TXNTEXAS INSTRS INC$81,5400.03%470CommonSOLE
46432F396MTUMISHARES TR$80,8500.03%323CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$76,1970.02%284CommonSOLE
02209S103MOALTRIA GROUP INC$75,8230.02%1,315CommonNONE
78409V104SPGIS&P GLOBAL INC$74,7300.02%143CommonSOLE
863667101SYKSTRYKER CORPORATION$73,4570.02%209CommonSOLE
670100205NVONOVO-NORDISK A S$72,7580.02%1,430CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$72,3940.02%120CommonSOLE
075887109BDXBECTON DICKINSON & CO$68,1190.02%351CommonSOLE
20030N101CMCSACOMCAST CORP NEW$65,2800.02%2,184CommonSOLE
58155Q103MCKMCKESSON CORP$63,9830.02%78CommonSOLE
922042866VPLVANGUARD INTL EQUITY INDEX F$63,8220.02%706CommonSOLE
33739E108FPEFIRST TR EXCH TRADED FD III$61,7480.02%3,389CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$59,9950.02%501CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$57,2540.02%713CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$56,5840.02%305CommonSOLE
808524870SCHPSCHWAB STRATEGIC TR$55,9730.02%2,113CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$51,7750.02%449CommonSOLE
437076102HDHOME DEPOT INC$50,9270.02%148CommonNONE
G87052109TELTE CONNECTIVITY PLC$47,7770.02%210CommonSOLE
464287630IWNISHARES TR$47,2960.01%261CommonSOLE
453836108INDBINDEPENDENT BK CORP MASS$46,1130.01%631CommonSOLE
209115104EDCONSOLIDATED EDISON INC$44,6940.01%450CommonNONE
038222105AMATAPPLIED MATLS INC$43,6880.01%170CommonNONE
464288414MUBISHARES TR$42,9510.01%401CommonSOLE
372460105GPCGENUINE PARTS CO$42,7900.01%348CommonSOLE
855244109SBUXSTARBUCKS CORP$39,6630.01%471CommonNONE
512807306LRCXLAM RESEARCH CORP$37,6600.01%220CommonSOLE
609207105MDLZMONDELEZ INTL INC$37,4120.01%695CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$37,3220.01%1,295CommonNONE
14316J108CGCARLYLE GROUP INC$37,2390.01%630CommonNONE
63633D104NHINATIONAL HEALTH INVS INC$36,2760.01%475CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$36,1050.01%364CommonSOLE
118440106BKEBUCKLE INC$36,0590.01%675CommonSOLE
64110L106NFLXNETFLIX INC$35,6290.01%380CommonNONE
025816109AXPAMERICAN EXPRESS CO$35,5150.01%96CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$34,6610.01%195CommonNONE
842587107SOSOUTHERN CO$33,6590.01%386CommonSOLE
G5960L103MDTMEDTRONIC PLC$33,5250.01%349CommonNONE
375558103GILDGILEAD SCIENCES INC$33,3850.01%272CommonNONE
717081103PFEPFIZER INC$32,7190.01%1,314CommonNONE
74340W103PLDPROLOGIS INC.$32,6810.01%256CommonNONE
464287168DVYISHARES TR$28,6510.01%203CommonSOLE
97717X669DGRWWISDOMTREE TR$28,2600.01%316CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$28,0910.01%160CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$27,1490.01%505CommonSOLE
806857108SLBSLB LIMITED$26,6360.01%694CommonNONE
278642103EBAYEBAY INC.$26,1300.01%300CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$25,4860.01%45CommonNONE
46429B267GOVTISHARES TR$24,8900.01%1,081CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$24,1390.01%149CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$23,4800.01%550CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$22,9730.01%196CommonNONE
902973304USBUS BANCORP DEL$22,9450.01%430CommonSOLE
55616P104MMACYS INC$22,7120.01%1,030CommonNONE
03831W108APPAPPLOVIN CORP$22,2360.01%33CommonNONE
579780206MKCMCCORMICK & CO INC$21,9310.01%322CommonSOLE
969457100WMBWILLIAMS COS INC$21,8800.01%364CommonNONE
595112103MUMICRON TECHNOLOGY INC$21,6910.01%76CommonNONE
74743L100QQNITY ELECTRONICS INC$21,3110.01%261CommonSOLE
68268W103OMFONEMAIN HLDGS INC$20,2650.01%300CommonSOLE
438516106HONHONEYWELL INTL INC$20,0940.01%103CommonSOLE
46434G103IEMGISHARES INC$19,4270.01%289CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$19,3360.01%481CommonSOLE
37959E102GLGLOBE LIFE INC$18,4620.01%132CommonSOLE
45168D104IDXXIDEXX LABS INC$18,2660.01%27CommonNONE
20825C104COPCONOCOPHILLIPS$17,9730.01%192CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$17,9390.01%225CommonSOLE
25746U109DDOMINION ENERGY INC$16,6990.01%285CommonNONE
670346105NUENUCOR CORP$16,6370.01%102CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$16,2910.01%73CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$16,0010.01%99CommonNONE
406216101HALHALLIBURTON CO$15,7970.00%559CommonNONE
922908553VNQVANGUARD INDEX FDS$15,4860.00%175CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$15,4300.00%247CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$15,3380.00%187CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$15,3240.00%290CommonNONE
023608102AEEAMEREN CORP$15,2790.00%153CommonNONE
337932107FEFIRSTENERGY CORP$15,0870.00%337CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$15,0620.00%54CommonNONE
904767803ULUNILEVER PLC$15,0420.00%230CommonNONE
464288273SCZISHARES TR$14,8080.00%191CommonSOLE
254687106DISDISNEY WALT CO$14,7900.00%130CommonNONE
631103108NDAQNASDAQ INC$14,7640.00%152CommonNONE
00724F101ADBEADOBE INC$14,7000.00%42CommonNONE
12769G100CZRCAESARS ENTERTAINMENT INC NE$14,5250.00%621CommonNONE
127097103CTRACOTERRA ENERGY INC$14,4760.00%550CommonNONE
65473P105NINISOURCE INC$14,2400.00%341CommonNONE
49456B101KMIKINDER MORGAN INC DEL$13,1950.00%480CommonNONE
780287108RGLDROYAL GOLD INC$12,8930.00%58CommonSOLE
252131107DXCMDEXCOM INC$12,7430.00%192CommonNONE
25809K105DASHDOORDASH INC$12,6830.00%56CommonNONE
744320102PRUPRUDENTIAL FINL INC$12,6430.00%112CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$12,5730.00%65CommonNONE
19260Q107COINCOINBASE GLOBAL INC$12,4380.00%55CommonNONE
50187T106LGIHLGI HOMES INC$12,4150.00%289CommonNONE
464286608EZUISHARES INC$11,9870.00%187CommonSOLE
654106103NKENIKE INC$11,8500.00%186CommonNONE
98389B100XELXCEL ENERGY INC$11,7440.00%159CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$11,0330.00%19CommonNONE
49177J102KVUEKENVUE INC$11,0060.00%638CommonNONE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$10,7900.00%120CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$10,6360.00%35CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$10,6280.00%34CommonNONE
962879102WPMWHEATON PRECIOUS METALS CORP$10,5770.00%90CommonSOLE
189054109CLXCLOROX CO DEL$10,4860.00%104CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$10,2750.00%35CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$10,1320.00%124CommonNONE
26152H301DRDDRDGOLD LIMITED$10,0780.00%325CommonSOLE
770700102HOODROBINHOOD MKTS INC$10,0660.00%89CommonNONE
718546104PSXPHILLIPS 66$10,0650.00%78CommonNONE
496902404KGCKINROSS GOLD CORP$9,8560.00%350CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$9,8510.00%17CommonNONE
87612E106TGTTARGET CORP$9,7750.00%100CommonNONE
011532108AGIALAMOS GOLD INC NEW$9,6450.00%250CommonSOLE
23345M107DTMDT MIDSTREAM INC$9,3350.00%78CommonNONE
G6700G107NVTNVENT ELECTRIC PLC$9,1770.00%90CommonSOLE
891092108TTCTORO CO$8,9740.00%114CommonSOLE
200525103CBSHCOMMERCE BANCSHARES INC$8,7380.00%167CommonSOLE
38059T106GFIGOLD FIELDS LTD$8,7320.00%200CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$8,6370.00%103CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$8,5500.00%223CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$8,2790.00%163CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$8,2220.00%63CommonNONE
594972408MSTRSTRATEGY INC$8,2050.00%54CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$8,0660.00%218CommonNONE
922042874VGKVANGUARD INTL EQUITY INDEX F$8,0270.00%96CommonSOLE
303075105FDSFACTSET RESH SYS INC$7,8350.00%27CommonSOLE
025072604AVEMAMERICAN CENTY ETF TR$7,4710.00%97CommonSOLE
526057104LENLENNAR CORP$7,4020.00%72CommonNONE
040413205ANETARISTA NETWORKS INC$7,0760.00%54CommonNONE
871607107SNPSSYNOPSYS INC$7,0460.00%15CommonNONE
22822V101CCICROWN CASTLE INC$6,9320.00%78CommonNONE
26875P101EOGEOG RES INC$6,9310.00%66CommonNONE
50155Q100KDKYNDRYL HLDGS INC$6,7990.00%256CommonSOLE
291011104EMREMERSON ELEC CO$6,7690.00%51CommonNONE
651639106NEMNEWMONT CORP$6,5900.00%66CommonNONE
824348106SHWSHERWIN WILLIAMS CO$6,4810.00%20CommonNONE
92939U106WECWEC ENERGY GROUP INC$6,4330.00%61CommonNONE
149123101CATCATERPILLAR INC$6,3020.00%11CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$6,2950.00%29CommonNONE
23331A109DHID R HORTON INC$6,1930.00%43CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$6,1840.00%31CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$6,1750.00%8CommonNONE
46432F339QUALISHARES TR$6,1570.00%31CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$6,0530.00%71CommonNONE
55261F104MTBM & T BK CORP$6,0440.00%30CommonNONE
778296103ROSTROSS STORES INC$5,9450.00%33CommonNONE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$5,8890.00%23CommonNONE
278865100ECLECOLAB INC$5,7750.00%22CommonNONE
85254J102STAGSTAG INDUSTRIAL INC$5,6980.00%155CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$5,6520.00%16CommonNONE
670837103OGEOGE ENERGY CORP$5,1670.00%121CommonNONE
745867101PHMPULTE GROUP INC$5,1590.00%44CommonNONE
929740108WABWABTEC$5,1230.00%24CommonNONE
143130102KMXCARMAX INC$5,0230.00%130CommonNONE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$4,8040.00%200CommonSOLE
457730109INSPINSPIRE MED SYS INC$4,7960.00%52CommonNONE
09260D107BXBLACKSTONE INC$4,7780.00%31CommonNONE
949746101WMT2WELLS FARGO CO NEW$4,6600.00%50CommonNONE
125896100CMSCMS ENERGY CORP$4,6150.00%66CommonNONE
40434L105HPQHP INC$4,4560.00%200CommonSOLE
617446448MSMORGAN STANLEY$4,4380.00%25CommonNONE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$4,3740.00%11CommonNONE
37045V100GMGENERAL MTRS CO$4,3100.00%53CommonNONE
871829107SYYSYSCO CORP$4,2740.00%58CommonNONE
22052L104CTVACORTEVA INC$3,9550.00%59CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$3,9310.00%45CommonSOLE
915271100UVSPUNIVEST FINANCIAL CORPORATIO$3,9290.00%120CommonNONE
143658300CCL1EURCARNIVAL CORP$3,9090.00%128CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$3,9090.00%41CommonNONE
31620M106FISFIDELITY NATL INFORMATION SV$3,8550.00%58CommonNONE
74762E102QUREQUANTA SVCS INC$3,7990.00%9CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$3,7500.00%8CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$3,7340.00%13CommonNONE
57638P104MBCMASTERBRAND INC$3,7090.00%336CommonNONE
12503M108CBOECBOE GLOBAL MKTS INC$3,5140.00%14CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$3,5030.00%9CommonNONE
053332102AZOAUTOZONE INC$3,3920.00%1CommonNONE
95040Q104WELLWELLTOWER INC$3,3410.00%18CommonNONE
440452100HRLHORMEL FOODS CORP$3,2940.00%139CommonSOLE
451107106IDAIDACORP INC$3,2910.00%26CommonNONE
98138H101WDAYWORKDAY INC$3,2220.00%15CommonNONE
172908105CTASCINTAS CORP$3,1970.00%17CommonNONE
808513105SCHWSCHWAB CHARLES CORP$3,1970.00%32CommonNONE
18915M107NETCLOUDFLARE INC$3,1540.00%16CommonNONE
680223104ORIOLD REP INTL CORP$3,1490.00%69CommonNONE
457669307INSMINSMED INC$3,1330.00%18CommonNONE
012653101ALBALBEMARLE CORP$3,1120.00%22CommonNONE
81762P102NOWSERVICENOW INC$3,0640.00%20CommonNONE
172967424CCITIGROUP INC$3,0340.00%26CommonSOLE
918204108VFCV F CORP$2,9830.00%165CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$2,9620.00%16CommonNONE
052769106ADSKAUTODESK INC$2,9600.00%10CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$2,9010.00%10CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$2,6870.00%46CommonNONE
025072802AVDVAMERICAN CENTY ETF TR$2,6310.00%28CommonSOLE
256677105DGDOLLAR GEN CORP NEW$2,2570.00%17CommonNONE
00971T101AKAMAKAMAI TECHNOLOGIES INC$2,0940.00%24CommonNONE
743315103PGRPROGRESSIVE CORP$2,0490.00%9CommonNONE
655844108NSCNORFOLK SOUTHN CORP$2,0210.00%7CommonNONE
247361702DALDELTA AIR LINES INC DEL$2,0130.00%29CommonNONE
759916109RGENREPLIGEN CORP$1,9660.00%12CommonNONE
12572Q105CMECME GROUP INC$1,9120.00%7CommonNONE
704326107PAYXPAYCHEX INC$1,9070.00%17CommonNONE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$1,9020.00%32CommonNONE
032654105ADIANALOG DEVICES INC$1,8980.00%7CommonNONE
244199105DEDEERE & CO$1,8620.00%4CommonNONE
235851102DHRDANAHER CORPORATION$1,8310.00%8CommonNONE
370334104GISGENERAL MLS INC$1,8140.00%39CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$1,8130.00%4CommonNONE
74164M108PRIPRIMERICA INC$1,8090.00%7CommonNONE
91913Y100VLOVALERO ENERGY CORP$1,7910.00%11CommonNONE
443510607HUBBHUBBELL INC$1,7760.00%4CommonNONE
436893200HOMBHOME BANCSHARES INC$1,7500.00%63CommonNONE
45073V108ITTITT INC$1,7350.00%10CommonNONE
05464C101AXONAXON ENTERPRISE INC$1,7040.00%3CommonNONE
501044101KRKROGER CO$1,6870.00%27CommonNONE
533900106LECOLINCOLN ELEC HLDGS INC$1,6770.00%7CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$1,6570.00%26CommonNONE
410867105THGHANOVER INS GROUP INC$1,6450.00%9CommonNONE
756109104OREALTY INCOME CORP$1,6350.00%29CommonNONE
412822108HOGHARLEY DAVIDSON INC$1,6190.00%79CommonNONE
G3265R107APTVAPTIV PLC$1,5980.00%21CommonNONE
H1467J104CBCHUBB LIMITED$1,5610.00%5CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$1,5360.00%15CommonNONE
833445109SNOWSNOWFLAKE INC$1,5360.00%7CommonNONE
217204106CPRTCOPART INC$1,5270.00%39CommonNONE
422806208HEI/AHEICO CORP NEW$1,5150.00%6CommonNONE
852234103XYZBLOCK INC$1,4970.00%23CommonNONE
00846U101AAGILENT TECHNOLOGIES INC$1,4970.00%11CommonNONE
126408103CSXCSX CORP$1,4860.00%41CommonNONE
92840M102VSTVISTRA CORP$1,4520.00%9CommonNONE
88579Y101MMM3M CO$1,4410.00%9CommonNONE
50050N103KTBKONTOOR BRANDS INC$1,4050.00%23CommonSOLE
79466L302CRMSALESFORCE INC$1,3250.00%5CommonNONE
12621E103CNOCNO FINL GROUP INC$1,3170.00%31CommonNONE
674599105OXYOCCIDENTAL PETE CORP$1,3160.00%32CommonNONE
319383204BUSEFIRST BUSEY CORP$1,3080.00%55CommonNONE
058498106BALLBALL CORP$1,2710.00%24CommonNONE
57667L107MTCHMATCH GROUP INC NEW$1,2590.00%39CommonNONE
668771108GENGEN DIGITAL INC$1,2240.00%45CommonNONE
83443Q103SOLSSOLSTICE ADVANCED MATLS INC$1,1660.00%24CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$1,0880.00%6CommonNONE
431284108HIWHIGHWOODS PPTYS INC$1,0840.00%42CommonNONE
233331107DTEDTE ENERGY CO$1,0320.00%8CommonNONE
134429109CPBTHE CAMPBELLS COMPANY$9750.00%35CommonNONE
G0084W101ADNTADIENT PLC$9590.00%50CommonSOLE
574599106MASMASCO CORP$9520.00%15CommonSOLE
30034W106EVRGEVERGY INC$8700.00%12CommonNONE
N5505D105MICCMAGNUM ICE CREAM CO NV$8240.00%52CommonNONE
237194105DRIDARDEN RESTAURANTS INC$7360.00%4CommonNONE
418056107HASHASBRO INC$6560.00%8CommonNONE
69932A204PSKYPARAMOUNT SKYDANCE CORP$6030.00%45CommonSOLE
018802108LNTALLIANT ENERGY CORP$5200.00%8CommonNONE
03676B102AMANTERO MIDSTREAM CORP$4630.00%26CommonNONE
736508847PORPORTLAND GEN ELEC CO$4320.00%9CommonNONE
092113109BKHBLACK HILLS CORP$4170.00%6CommonNONE
60786M105MCMOELIS & CO$4120.00%6CommonNONE
646025106NJRNEW JERSEY RES CORP$3690.00%8CommonNONE
032797300AVXLANAVEX LIFE SCIENCES CORP$3560.00%100CommonNONE
833034101SNASNAP ON INC$3450.00%1CommonNONE
942622200WSOWATSCO INC$3370.00%1CommonNONE
553530106MSMMSC INDL DIRECT INC$3360.00%4CommonNONE
G7709Q104RPRXROYALTY PHARMA PLC$3090.00%8CommonNONE
19247A100CNSCOHEN & STEERS INC$2510.00%4CommonNONE
052800109ALVAUTOLIV INC$2370.00%2CommonNONE
87240R107TFSLTFS FINL CORP$1870.00%14CommonNONE
76171L106REYNREYNOLDS CONSUMER PRODS INC$1830.00%8CommonNONE
457187102INGRINGREDION INC$1100.00%1CommonNONE
636180101NFGNATIONAL FUEL GAS CO$800.00%1CommonNONE
H8817H100RIGTRANSOCEAN LTD$660.00%16CommonSOLE
934550203WMGWARNER MUSIC GROUP CORP$310.00%1CommonNONE

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.