MondegarAI
S&T BANK/PA

Q1 2026 · 13F-HR

S&T BANK/PAholdings as filed

Filed 2026-05-13 · accession 0001010911-26-000009

$267.9M
Reported value
411
Positions
2026-03-31
Period end
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The Brief · S&T BANK/PA · Q1 2026

AI · grounded in 13F

S&T BANK/PA reduced its position in STBA by 71.64%. The fund also trimmed holdings in LAD by 50.99% and HTGC by 46.28%. On the buy side, the fund established a new position in SM valued at $1.67M and accumulated shares in SEIM by 12.81%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
81589A304SEIVSEI EXCHANGE TRADED FUNDS$17.4M6.49%418,213CommonSOLE
81589A700SEIESEI EXCHANGE TRADED FUNDS$17.2M6.42%527,697CommonSOLE
81589A205SEIMSEI EXCHANGE TRADED FUNDS$16.7M6.23%366,602CommonSOLE
958102105WDCWESTERN DIGITAL CORP$13.1M4.90%48,501CommonSOLE
80004C200SNDKSANDISK CORP$10.5M3.93%16,585CommonSOLE
Y2573F102FLEXFLEXTRONICS INTL LTD$9.6M3.58%146,689CommonSOLE
81589A502SEISSEI EXCHANGE TRADED FUNDS$8.6M3.20%310,285CommonSOLE
81589A106SEIQSEI EXCHANGE TRADED FUNDS$8.0M2.97%218,418CommonSOLE
81589A601SEEMSEI EXCHANGE TRADED FUNDS$7.9M2.95%241,383CommonSOLE
231021106CMICUMMINS INC$6.0M2.24%11,135CommonSOLE
45867G101IDCCINTERDIGITAL INC$5.8M2.17%19,279CommonSOLE
315616102FFIVF5 INC$5.4M2.03%18,759CommonSOLE
03073E105CORCENCORA INC$5.1M1.90%16,216CommonSOLE
00287Y109ABBVABBVIE INC$4.7M1.75%21,548CommonSOLE
446413106HIIHUNTINGTON INGALLS INDS INC$4.3M1.59%11,198CommonSOLE
00766T100ACMAECOM$4.1M1.53%48,172CommonSOLE
125269100CFCF INDUSTRIES HOLD$3.8M1.44%29,613CommonSOLE
783859101STBAS & T BANCORP INC$3.7M1.39%88,991CommonNONE
05465C100AXAXOS FINANCIAL INC$3.6M1.35%42,514CommonSOLE
594918104MSFTMICROSOFT CORP$3.5M1.29%9,337CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$3.3M1.22%6,846CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$3.2M1.20%20,099CommonSOLE
447462102HURNHURON CONSULTING GROUP INC$3.2M1.19%24,949CommonSOLE
87162W100SNXTD SYNNEX CORPORATION$3.1M1.15%18,237CommonSOLE
34959E109FTNTFORTINET INC$3.1M1.14%37,406CommonSOLE
922908769VTIVANGUARD INDEX FDS$3.0M1.13%9,397CommonSOLE
302941109FCNFTI CONSULTING INC$2.9M1.09%16,551CommonSOLE
141788109CARGCARGURUS INC$2.9M1.08%85,299CommonSOLE
218352102CORTCORCEPT THERAPEUTICS INC$2.7M1.02%68,087CommonSOLE
868459108SUPNSUPERNUS PHARMACEUTICALS$2.7M1.01%52,485CommonSOLE
02553E106AEOAMERICAN EAGLE OUTFITTERS IN$2.7M1.01%161,509CommonSOLE
922908363VOOVANGUARD INDEX FDS$2.5M0.93%4,165CommonSOLE
88162G103TTEKTETRA TECH INC NEW$2.5M0.93%82,482CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$2.4M0.91%48,433CommonSOLE
921909768VXUSVANGUARD STAR FDS$2.4M0.91%31,517CommonSOLE
126650100CVSCVS HEALTH CORP$2.0M0.73%27,179CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.9M0.71%11,239CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$1.9M0.70%12,067CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$1.8M0.68%35,958CommonSOLE
516544103LNTHLANTHEUS HLDGS INC$1.7M0.62%22,027CommonSOLE
78454L100SMSM ENERGY COMPANY$1.7M0.62%53,464CommonSOLE
464287200IVVISHARES TR$1.6M0.61%2,488CommonSOLE
48123V102ZDZIFF DAVIS INC$1.6M0.60%38,280CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$1.6M0.59%11,129CommonSOLE
427096508HTGCHERCULES CAPITAL INC$1.6M0.59%106,315CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$1.5M0.57%22,346CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.4M0.53%8,192CommonNONE
731068102PIIPOLARIS INC$1.4M0.52%25,428CommonSOLE
536797103LADLITHIA MTRS INC$1.4M0.51%5,423CommonSOLE
03071H100AMSFAMERISAFE INC$1.3M0.48%38,523CommonSOLE
037833100AAPLAPPLE INC$1.2M0.46%4,857CommonNONE
682680103OKEONEOK INC NEW$1.2M0.45%13,334CommonSOLE
224408104CRCRANE COMPANY$1.2M0.44%6,945CommonSOLE
12479G101CBFVCB FINANCIAL SERVICES$1.1M0.43%33,642CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$1.1M0.43%21,438CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$1.1M0.42%30,077CommonSOLE
314211103FHIFEDERATED HERMES INC$1.1M0.41%19,311CommonSOLE
345370860FFORD MTR CO$1.1M0.40%92,406CommonSOLE
922908751VBVANGUARD INDEX FDS$886,0750.33%3,383CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$880,1700.33%10,327CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$876,6830.33%4,213CommonNONE
464287804IJRISHARES TR$871,6620.33%7,012CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$811,2290.30%2,998CommonSOLE
458140100INTCINTEL CORP$778,7180.29%17,646CommonSOLE
002824100ABTABBOTT LABORATORIES$761,1950.28%7,414CommonSOLE
69351T106PPLPPL CORP$745,2440.28%19,509CommonSOLE
832696405SJMSMUCKER J M CO$742,7810.28%7,702CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$735,1060.27%2,499CommonSOLE
713448108PEPPEPSICO INC$729,7080.27%4,699CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$705,8490.26%5,950CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$698,9130.26%166CommonSOLE
02079K107GOOGALPHABET INC$639,6980.24%2,230CommonSOLE
69354N106PRAAPRA GROUP INC$617,1030.23%35,263CommonSOLE
166764100CVXCHEVRON CORPORATION$611,1820.23%2,954CommonSOLE
493732101KFRCKFORCE INC$598,3670.22%20,464CommonSOLE
929566107WNCWABASH NATL CORP$591,1600.22%68,580CommonSOLE
04010L103ARCCARES CAPITAL CORP$575,8840.21%31,958CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$570,3960.21%12,611CommonSOLE
478160104JNJJOHNSON & JOHNSON$553,1680.21%2,263CommonSOLE
023135106AMZNAMAZON COM INC$542,5430.20%2,605CommonNONE
494368103KMBKIMBERLY-CLARK CORP$537,2420.20%5,569CommonSOLE
46432F388VLUEISHARES TR$518,5670.19%3,647CommonSOLE
001744101AMNAMN HEALTHCARE SVCS INC$472,9890.18%25,790CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$422,4860.16%424CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$412,0630.15%1,700CommonSOLE
02079K305GOOGLALPHABET INC$386,1930.14%1,343CommonNONE
260557103DOWDOW HLDGS INC$348,4030.13%8,365CommonSOLE
302491303FMCFMC CORP$344,1940.13%19,988CommonSOLE
46432F842IEFAISHARES TR$324,1880.12%3,581CommonSOLE
75513E101RTXRTX CORPORATION$315,0060.12%1,633CommonSOLE
11135F101AVGOBROADCOM INC$314,7720.12%1,017CommonNONE
742718109PGPROCTER & GAMBLE CO$294,9460.11%2,042CommonSOLE
224441105CXTCRANE NXT CO$294,0750.11%7,245CommonSOLE
922908629VOVANGUARD INDEX FDS$283,4470.11%987CommonSOLE
20848V105CCSICONSENSUS CLOUD SOLUTIONS IN$276,6660.10%11,654CommonSOLE
65339F101NEENEXTERA ENERGY INC$262,0150.10%2,821CommonSOLE
097023105BABOEING CO$252,9670.09%1,271CommonNONE
88160R101TSLATESLA INC$245,7270.09%661CommonNONE
46429B697USMVISHARES TR$226,4710.08%2,442CommonSOLE
369604301GEGE AEROSPACE$215,3820.08%759CommonNONE
020002101ALLALLSTATE CORP$200,7050.07%968CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$197,0390.07%757CommonSOLE
92826C839VVISA INC$194,0380.07%642CommonNONE
58933Y105MRKMERCK & CO INC$188,1340.07%1,564CommonNONE
464287614IWFISHARES TR$186,7630.07%438CommonSOLE
36828A101GEVGE VERNOVA INC$185,0550.07%212CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$184,3740.07%369CommonSOLE
532457108LLYELI LILLY & CO$183,9540.07%200CommonNONE
82509L107SHOPSHOPIFY INC$177,9300.07%1,500CommonNONE
009158106APDAIR PRODUCTS AND CHEMICALS I$176,3270.07%607CommonSOLE
464287465EFAISHARES TR$171,2410.06%1,763CommonSOLE
872540109TJXTJX COS INC NEW$168,9630.06%1,058CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$168,2370.06%827CommonNONE
907818108UNPUNION PAC CORP$166,4370.06%686CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$162,4300.06%192CommonNONE
580135101MCDMCDONALDS CORP$157,8810.06%508CommonSOLE
30303M102METAMETA PLATFORMS INC$155,6200.06%272CommonNONE
09290D101BLKBLACKROCK INC$153,8740.06%160CommonSOLE
343498101FLOFLOWERS FOODS INC$149,8050.06%18,381CommonSOLE
17275R102CSCOCISCO SYS INC$149,7490.06%1,930CommonSOLE
931142103WMTWALMART INC$143,6680.05%1,156CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$131,6600.05%648CommonSOLE
464287598IWDISHARES TR$117,5190.04%550CommonSOLE
747525103QCOMQUALCOMM INC$116,8030.04%907CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$116,2060.04%1,916CommonSOLE
060505104BACBANK OF AMER CORP$115,8790.04%2,377CommonNONE
68389X105ORCLORACLE CORP$115,7760.04%787CommonSOLE
718172109PMPHILIP MORRIS INTL INC$111,6050.04%675CommonNONE
G0403H108AONAON PLC$110,3910.04%342CommonSOLE
882508104TXNTEXAS INSTRS INC$110,0780.04%567CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$107,5820.04%178CommonSOLE
191216100KOCOCA COLA CO$106,6220.04%1,402CommonNONE
464287507IJHISHARES TR$106,0900.04%1,571CommonSOLE
437076102HDHOME DEPOT INC$105,9020.04%322CommonNONE
031162100AMGNAMGEN INC$105,2030.04%299CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$98,5120.04%540CommonSOLE
548661107LOWLOWES COS INC$98,0560.04%415CommonSOLE
02209S103MOALTRIA GROUP INC$95,1580.04%1,442CommonNONE
64110L106NFLXNETFLIX INC.$91,2460.03%949CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$89,2310.03%450CommonSOLE
461202103INTUINTUIT$88,6380.03%205CommonSOLE
743315103PGRPROGRESSIVE CORP$85,2430.03%430CommonNONE
863667101SYKSTRYKER CORPORATION$84,1190.03%256CommonSOLE
038222105AMATAPPLIED MATLS INC$80,6620.03%236CommonNONE
92537N108VRTVERTIV HOLDINGS CO$75,4250.03%301CommonNONE
78467Y107MDYSTATE STR SPDR S&P MIDCAP 40$74,0110.03%120CommonSOLE
20030N101CMCSACOMCAST CORP NEW$70,5980.03%2,459CommonNONE
922042866VPLVANGUARD INTL EQUITY INDEX F$68,9970.03%706CommonSOLE
842587107SOSOUTHERN CO$68,5290.03%710CommonSOLE
58155Q103MCKMCKESSON CORP$67,4980.03%78CommonSOLE
G51502105JCIJOHNSON CONTROLS INTERNATION$65,6060.02%501CommonSOLE
693506107PPGPPG INDS INC$64,7690.02%606CommonNONE
33739E108FPEFIRST TR EXCH TRADED FD III$60,1550.02%3,389CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$58,8550.02%449CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GROUP$58,6080.02%724CommonSOLE
075887109BDXBECTON DICKINSON & CO$55,1880.02%351CommonSOLE
00206R102TAT&T INC$54,8200.02%1,891CommonNONE
773903109ROKROCKWELL AUTOMATION INC$53,8320.02%150CommonNONE
595112103MUMICRON TECHNOLOGY INC$53,0410.02%157CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$52,9020.02%305CommonSOLE
855244109SBUXSTARBUCKS CORP$52,6790.02%588CommonNONE
670100205NVONOVO-NORDISK A S$52,5530.02%1,430CommonNONE
512807306LRCXLAM RESEARCH CORP$51,2780.02%240CommonSOLE
209115104EDCONSOLIDATED EDISON INC$50,9310.02%450CommonNONE
464287630IWNISHARES TR$49,4830.02%261CommonSOLE
025816109AXPAMERICAN EXPRESS CO$49,3040.02%163CommonNONE
03027X100AMTAMERICAN TOWER CORP$47,6320.02%276CommonSOLE
453836108INDBINDEPENDENT BK CORP MASS$47,4580.02%631CommonSOLE
78409V104SPGIS&P GLOBAL INC$45,0860.02%106CommonSOLE
902973304USBUS BANCORP$44,9370.02%864CommonNONE
911312106UPSUNITED PARCEL SVCS INC$44,6650.02%454CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$44,6120.02%92CommonNONE
969457100WMBWILLIAMS COS INC$44,5410.02%612CommonNONE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$44,2400.02%224CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$44,0300.02%301CommonNONE
G87052109TELTE CONNECTIVITY PLC$43,8940.02%210CommonSOLE
464288414MUBISHARES TR$42,5660.02%401CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$40,9980.02%1,493CommonNONE
20825C104COPCONOCOPHILLIPS$40,7880.02%309CommonNONE
46432F396MTUMISHARES TR$39,1180.01%163CommonSOLE
63633D104NHINATIONAL HEALTH INVS INC$38,4090.01%475CommonNONE
717081103PFEPFIZER INC$36,8980.01%1,314CommonNONE
372460105GPCGENUINE PARTS CO$36,2720.01%343CommonSOLE
806857108SLBSLB LIMITED$35,6650.01%694CommonNONE
74340W103PLDPROLOGIS INC.$34,4990.01%261CommonNONE
74743L100QQNITY ELECTRONICS INC$34,1520.01%296CommonSOLE
118440106BKEBUCKLE INC$33,9930.01%675CommonSOLE
278642103EBAYEBAY INC.$33,1310.01%364CommonNONE
670837103OGEOGE ENERGY CORP$32,6610.01%681CommonNONE
19260Q107COINCOINBASE GLOBAL INC$32,4770.01%186CommonNONE
464287168DVYISHARES TR$30,7360.01%203CommonSOLE
406216101HALHALLIBURTON CO$30,1000.01%772CommonNONE
337932107FEFIRSTENERGY CORP$29,8890.01%590CommonSOLE
12769G100CZRCAESARS ENTERTAINMENT INC NE$29,0730.01%1,100CommonNONE
778296103ROSTROSS STORES INC$28,1620.01%130CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$28,1200.01%61CommonNONE
127097103CTRACOTERRA ENERGY INC$27,9710.01%796CommonNONE
97717X669DGRWWISDOMTREE TR$27,7570.01%316CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$27,6930.01%385CommonNONE
451107106IDAIDACORP INC$27,3070.01%191CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$26,9530.01%97CommonNONE
375558103GILDGILEAD SCIENCES INC$26,6200.01%191CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$26,5430.01%54CommonNONE
609207105MDLZMONDELEZ INTL INC$26,4570.01%459CommonNONE
95040Q104WELLWELLTOWER INC$25,7020.01%130CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$25,6640.01%196CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$25,2400.01%550CommonSOLE
65473P105NINISOURCE INC$25,1970.01%540CommonNONE
438516106HONHONEYWELL INTL INC$25,0890.01%111CommonSOLE
46429B267GOVTISHARES TR$24,7660.01%1,081CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$24,7660.01%90CommonNONE
G3265R107APTVAPTIV PLC$24,3040.01%350CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$24,2050.01%62CommonNONE
26614N102DDDUPONT DE NEMOURS INC$24,0450.01%525CommonSOLE
87612E106TGTTARGET CORP$23,7550.01%196CommonNONE
G5960L103MDTMEDTRONIC PLC$23,6550.01%273CommonNONE
718546104PSXPHILLIPS 66$23,1370.01%127CommonNONE
22822V101CCICROWN CASTLE INC$22,6040.01%278CommonNONE
808513105SCHWSCHWAB CHARLES CORP$22,2730.01%237CommonNONE
617446448MSMORGAN STANLEY$21,8880.01%133CommonNONE
92840M102VSTVISTRA CORP$21,7980.01%145CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$21,7740.01%160CommonNONE
780287108RGLDROYAL GOLD INC$21,1230.01%83CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$20,8650.01%321CommonNONE
189054109CLXCLOROX CO DEL$20,7260.01%200CommonNONE
871607107SNPSSYNOPSYS INC$20,2200.01%51CommonNONE
46434G103IEMGISHARES INC$20,1580.01%289CommonSOLE
631103108NDAQNASDAQ INC$20,1190.01%237CommonNONE
37045V100GMGENERAL MTRS CO$19,2960.01%259CommonNONE
651639106NEMNEWMONT CORP$19,1600.01%177CommonNONE
26875P101EOGEOG RES INC$18,6500.01%129CommonNONE
55616P104MMACYS INC$18,6330.01%1,030CommonNONE
18915M107NETCLOUDFLARE INC$18,5710.01%90CommonNONE
032654105ADIANALOG DEVICES INC$18,4520.01%58CommonNONE
37959E102GLGLOBE LIFE INC$18,3700.01%132CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$17,8360.01%225CommonSOLE
25746U109DDOMINION ENERGY INC$17,6190.01%285CommonNONE
852234103XYZBLOCK INC$17,3920.01%289CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$16,3300.01%290CommonNONE
579780206MKCMCCORMICK & CO INC$16,2420.01%322CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$16,1280.01%481CommonNONE
68268W103OMFONEMAIN HLDGS INC$16,0470.01%300CommonSOLE
00724F101ADBEADOBE INC$15,8000.01%65CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$15,6380.01%56CommonNONE
012653101ALBALBEMARLE CORP$15,6190.01%87CommonNONE
670346105NUENUCOR CORP$15,5570.01%92CommonNONE
922908553VNQVANGUARD INDEX FDS$15,5230.01%175CommonNONE
464288273SCZISHARES TR$14,9760.01%191CommonSOLE
05464C101AXONAXON ENTERPRISE INC$14,8640.01%35CommonNONE
040413205ANETARISTA NETWORKS INC$14,4880.01%118CommonNONE
252131107DXCMDEXCOM INC$14,3180.01%228CommonNONE
149123101CATCATERPILLAR INC$14,1690.01%20CommonNONE
79466L302CRMSALESFORCE INC$14,0000.01%75CommonNONE
756109104OREALTY INCOME CORP$13,7660.01%225CommonNONE
941848103WATWATERS CORP$13,6990.01%46CommonSOLE
949746101WMT2WELLS FARGO & CO$13,6930.01%172CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$13,3110.00%187CommonSOLE
770700102HOODROBINHOOD MKTS INC$13,1670.00%190CommonNONE
904767803ULUNILEVER PLC$13,1030.00%230CommonNONE
808524870SCHPSCHWAB STRATEGIC TR$13,0390.00%490CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$12,5730.00%38CommonNONE
85254J102STAGSTAG INDUSTRIAL INC$12,4770.00%346CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$12,4670.00%41CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$12,4320.00%230CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP$12,2200.00%71CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$12,0800.00%35CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$11,8610.00%73CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$11,8600.00%37CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$11,8280.00%35CommonNONE
92939U106WECWEC ENERGY GROUP INC$11,8090.00%102CommonNONE
45168D104IDXXIDEXX LABS INC$11,8000.00%21CommonNONE
962879102WPMWHEATON PRECIOUS METALS CORP$11,7910.00%90CommonSOLE
464286608EZUISHARES INC$11,7140.00%187CommonSOLE
254687106DISDISNEY WALT CO$11,6620.00%121CommonNONE
G0450A105ACGLARCH CAP GROUP LTD$11,4230.00%119CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$11,3000.00%353CommonNONE
12572Q105CMECME GROUP INC$11,2230.00%38CommonNONE
03831W108APPAPPLOVIN CORP$11,1440.00%28CommonNONE
011532108AGIALAMOS GOLD INC$11,1080.00%250CommonSOLE
49177J102KVUEKENVUE INC$10,9990.00%638CommonNONE
12503M108CBOECBOE GLOBAL MKTS INC$10,9620.00%39CommonNONE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$10,8500.00%120CommonSOLE
781846308RUSHBRUSH ENTERPRISES INC$10,7460.00%167CommonNONE
496902404KGCKINROSS GOLD CORP$10,6820.00%350CommonSOLE
891092108TTCTORO CO$10,6520.00%114CommonSOLE
G6700G107NVTNVENT ELEC PLC$10,6450.00%90CommonSOLE
23345M107DTMDT MIDSTREAM INC$10,5040.00%78CommonNONE
91913Y100VLOVALERO ENERGY CORP$10,1300.00%41CommonNONE
744320102PRUPRUDENTIAL FINL INC$9,7690.00%100CommonSOLE
410867105THGHANOVER INS GROUP INC$9,7080.00%56CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$9,6120.00%103CommonSOLE
35671D857FCXFREEPORT MCMORAN INC$9,5810.00%163CommonNONE
26152H301DRDDRDGOLD LIMITED$9,5450.00%325CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$9,3690.00%117CommonNONE
25809K105DASHDOORDASH INC$9,3090.00%62CommonNONE
38059T106GFIGOLD FIELDS LTD$9,0800.00%200CommonSOLE
745867101PHMPULTE GROUP INC$9,0560.00%77CommonNONE
29414B104EPAMEPAM SYS INC$8,6660.00%64CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$8,4990.00%11CommonNONE
526057104LENLENNAR CORP$8,3370.00%96CommonNONE
200525103CBSHCOMMERCE BANCSHARES INC$8,1670.00%166CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$8,1620.00%174CommonNONE
00971T101AKAMAKAMAI TECHNOLOGIES INC$8,0400.00%70CommonNONE
922042874VGKVANGUARD INTL EQUITY INDEX F$7,9130.00%96CommonSOLE
025072604AVEMAMERICAN CENTY ETF TR$7,8160.00%97CommonSOLE
60786M105MCMOELIS & CO$7,3530.00%129CommonNONE
501044101KRKROGER CO$7,0190.00%97CommonNONE
291011104EMREMERSON ELEC CO$6,6820.00%51CommonNONE
03990B101ARESARES MANAGEMENT CORPORATION$6,4370.00%59CommonNONE
74164M108PRIPRIMERICA INC$6,2620.00%25CommonNONE
09260D107BXBLACKSTONE INC$6,2090.00%54CommonNONE
55261F104MTBM & T BK CORP$6,2020.00%30CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$6,1300.00%68CommonNONE
929740108WABWABTEC$5,9980.00%24CommonNONE
81762P102NOWSERVICENOW INC$5,9590.00%57CommonNONE
46432F339QUALISHARES TR$5,9460.00%31CommonSOLE
23331A109DHID R HORTON INC$5,9000.00%43CommonSOLE
303075105FDSFACTSET RESH SYS INC$5,8590.00%27CommonSOLE
53228F101LFSTLIFESTANCE HEALTH GROUP INC$5,7780.00%907CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$5,7090.00%29CommonNONE
159864107CRLCHARLES RIV LABS INTL INC$5,6930.00%33CommonNONE
915271100UVSPUNIVEST FINANCIAL CORPORATIO$5,6870.00%166CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$5,6460.00%57CommonNONE
174610105CFGCITIZENS FINL GROUP INC$5,4570.00%91CommonNONE
143130102KMXCARMAX INC$5,4050.00%130CommonNONE
457669307INSMINSMED INC$5,3960.00%33CommonNONE
871829107SYYSYSCO CORP$5,1360.00%72CommonNONE
559663109MGYMAGNOLIA OIL & GAS CORP$5,0830.00%161CommonNONE
74762E102QUREQUANTA SVCS INC$4,9410.00%9CommonNONE
22052L104CTVACORTEVA INC$4,9390.00%59CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$4,7620.00%200CommonSOLE
668771108GENGEN DIGITAL INC$4,7260.00%251CommonNONE
14316J108CGCARLYLE GROUP INC$4,5490.00%94CommonNONE
278865100ECLECOLAB INC$4,2560.00%16CommonNONE
759916109RGENREPLIGEN CORP$4,2420.00%36CommonNONE
15189T107CNPCENTERPOINT ENERGY INC$4,1000.00%95CommonNONE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$3,8450.00%53CommonNONE
40434L105HPQHP INC$3,8420.00%200CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$3,7510.00%9CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$3,6110.00%22CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$3,4690.00%45CommonSOLE
50155Q100KDKYNDRYL HLDGS INC$3,3590.00%256CommonSOLE
052769106ADSKAUTODESK INC$3,3520.00%14CommonNONE
026874784AIGAMERICAN INTL GROUP INC$3,3110.00%44CommonNONE
90984P303UCBUNITED CMNTY BKS BLAIRSVLE G$3,2430.00%103CommonNONE
925283103VSNTVERSANT MEDIA GROUP INC$3,1840.00%86CommonSOLE
143658300CCL1EURCARNIVAL CORP$3,0800.00%119CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$2,9840.00%16CommonNONE
172967424CCITIGROUP INC$2,9490.00%26CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$2,9170.00%10CommonSOLE
172908105CTASCINTAS CORP$2,8750.00%17CommonNONE
918204108VFCV F CORP$2,8030.00%165CommonSOLE
025072802AVDVAMERICAN CENTY ETF TR$2,7960.00%28CommonSOLE
440452100HRLHORMEL FOODS CORP$2,6730.00%118CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$2,6360.00%42CommonNONE
57667L107MTCHMATCH GROUP INC NEW$2,5800.00%84CommonNONE
680223104ORIOLD REP INTL CORP$2,5540.00%64CommonNONE
244199105DEDEERE & CO$2,2530.00%4CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$2,2330.00%5CommonNONE
256677105DGDOLLAR GEN CORP$2,0180.00%17CommonNONE
655844108NSCNORFOLK SOUTHN CORP$2,0090.00%7CommonNONE
443510607HUBBHUBBELL INC$1,9630.00%4CommonNONE
247361702DALDELTA AIR LINES INC$1,9280.00%29CommonNONE
45073V108ITTITT INC$1,9050.00%10CommonNONE
83443Q103SOLSSOLSTICE ADVANCED MATLS INC$1,8280.00%24CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$1,8080.00%32CommonNONE
134429109CPBTHE CAMPBELLS COMPANY$1,7590.00%79CommonNONE
533900106LECOLINCOLN ELEC HLDGS INC$1,7440.00%7CommonNONE
436893200HOMBHOME BANCSHARES INC$1,6970.00%63CommonNONE
126408103CSXCSX CORP$1,6830.00%41CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$1,6800.00%26CommonNONE
H1467J104CBCHUBB LTD SWITZ$1,6300.00%5CommonNONE
50050N103KTBKONTOOR BRANDS INC$1,6170.00%23CommonSOLE
749607107RLIRLI CORP$1,5970.00%28CommonNONE
704326107PAYXPAYCHEX INC$1,5660.00%17CommonNONE
833445109SNOWSNOWFLAKE INC$1,5080.00%10CommonNONE
G54950103LINLINDE PLC$1,4870.00%3CommonNONE
117043109BCBRUNSWICK CORP$1,4550.00%20CommonNONE
058498106BALLBALL CORP$1,4190.00%24CommonNONE
319383204BUSEFIRST BUSEY CORP$1,3900.00%55CommonNONE
88579Y101MMM3M CO$1,3070.00%9CommonNONE
7591EP100RFREGIONS FINANCIAL CORP NEW$1,3060.00%50CommonNONE
12621E103CNOCNO FINL GROUP INC$1,2730.00%31CommonNONE
422806208HEI/AHEICO CORP NEW$1,2670.00%6CommonNONE
00846U101AAGILENT TECHNOLOGIES INC$1,2540.00%11CommonNONE
233331107DTEDTE ENERGY CO$1,1700.00%8CommonNONE
G0084W101ADNTADIENT PLC$1,0110.00%50CommonSOLE
023608102AEEAMEREN CORP$9890.00%9CommonNONE
30034W106EVRGEVERGY INC$9830.00%12CommonNONE
574599106MASMASCO CORP$9060.00%15CommonSOLE
29364G103ETRENTERGY CORP NEW$8990.00%8CommonNONE
237194105DRIDARDEN RESTAURANTS INC$7840.00%4CommonNONE
N5505D105MICCMAGNUM ICE CREAM CO NV$7770.00%52CommonNONE
125896100CMSCMS ENERGY CORP$7760.00%10CommonNONE
418056107HASHASBRO INC$7490.00%8CommonNONE
427866108HSYHERSHEY CO$6240.00%3CommonNONE
03676B102AMANTERO MIDSTREAM CORP$5930.00%26CommonNONE
018802108LNTALLIANT ENERGY CORP$5740.00%8CommonNONE
80880W205SCLXSCILEX HOLDING CO$5190.00%78CommonSOLE
736508847PORPORTLAND GEN ELEC CO$4750.00%9CommonNONE
646025106NJRNEW JERSEY RES CORP$4390.00%8CommonNONE
69932A204PSKYPARAMOUNT SKYDANCE CORP$4060.00%45CommonSOLE
553530106MSMMSC INDL DIRECT INC$3690.00%4CommonNONE
942622200WSOWATSCO INC$3640.00%1CommonNONE
833034101SNASNAP ON INC$3630.00%1CommonNONE
032797300AVXLANAVEX LIFE SCIENCES CORP$3070.00%100CommonNONE
19247A100CNSCOHEN & STEERS INC$2500.00%4CommonNONE
76171L106REYNREYNOLDS CONSUMER PRODS INC$1690.00%8CommonNONE
457187102INGRINGREDION INC$1130.00%1CommonNONE
H8817H100RIGTRANSOCEAN LTD$1060.00%16CommonSOLE
636180101NFGNATIONAL FUEL GAS CO$940.00%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.