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ARCADIA INVESTMENT MANAGEMENT CORP/MI

Q4 2025 · 13F-HR

ARCADIA INVESTMENT MANAGEMENT CORP/MIholdings as filed

Filed 2026-02-10 · accession 0001016972-26-000001

$616.2M
Reported value
387
Positions
2025-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
11135F101AVGOBROADCOM INC$47.2M7.66%136,460CommonSOLE
67066G104NVDANVIDIA CORPORATION$32.9M5.34%176,419CommonSOLE
02079K305GOOGLALPHABET INC$28.1M4.56%89,819CommonSOLE
037833100AAPLAPPLE INC$27.8M4.51%102,172CommonSOLE
594918104MSFTMICROSOFT CORP$26.9M4.36%55,524CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$25.0M4.06%135,987CommonSOLE
863667101SYKSTRYKER CORPORATION$23.2M3.77%66,029CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$20.4M3.32%23,693CommonSOLE
92826C839VVISA INC$19.6M3.19%55,981CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$18.7M3.03%32,270CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$18.3M2.97%20,213CommonSOLE
023135106AMZNAMAZON COM INC$16.6M2.69%71,847CommonSOLE
72201R833MINTPIMCO ETF TR$15.6M2.53%155,305CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$14.8M2.40%91,137CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$13.7M2.22%150,017CommonSOLE
02079K107GOOGALPHABET INC$12.5M2.02%39,748CommonSOLE
81762P102NOWSERVICENOW INC$11.5M1.87%75,265CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$10.3M1.67%38,380CommonSOLE
N07059210ASMLASML HOLDING N V$10.2M1.66%9,580CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$10.2M1.65%229,438CommonSOLE
922475108VEEVVEEVA SYS INC$9.6M1.57%43,214CommonSOLE
532457108LLYELI LILLY & CO$9.1M1.48%8,481CommonSOLE
98980G102ZSZSCALER INC$7.8M1.26%34,513CommonSOLE
855244109SBUXSTARBUCKS CORP$7.7M1.25%91,415CommonSOLE
025816109AXPAMERICAN EXPRESS CO$7.6M1.24%20,649CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$7.6M1.23%16,127CommonSOLE
00724F101ADBEADOBE INC$7.3M1.19%20,927CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$6.8M1.10%17,494CommonSOLE
30303M102METAMETA PLATFORMS INC$6.7M1.09%10,195CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$6.7M1.09%27,300CommonSOLE
942622200WSOWATSCO INC$6.1M0.99%18,015CommonSOLE
12504L109CBRECBRE GROUP INC$5.7M0.93%35,616CommonSOLE
461202103INTUINTUIT$5.2M0.84%7,849CommonSOLE
009158106APDAIR PRODS & CHEMS INC$5.2M0.84%21,023CommonSOLE
74624M102PPURE STORAGE INC$5.0M0.81%74,580CommonSOLE
278865100ECLECOLAB INC$4.6M0.74%17,402CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$4.5M0.73%90,337CommonSOLE
398433102GFFGRIFFON CORP$4.0M0.65%54,738CommonSOLE
437076102HDHOME DEPOT INC$3.7M0.61%10,847CommonSOLE
464287200IVVISHARES TR$3.5M0.58%5,176CommonSOLE
68389X105ORCLORACLE CORP$3.5M0.56%17,762CommonSOLE
931142103WMTWALMART INC$3.3M0.54%30,054CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$3.3M0.54%12,834CommonSOLE
911363109URIUNITED RENTALS INC$3.3M0.53%4,032CommonSOLE
311900104FASTFASTENAL CO$3.3M0.53%81,024CommonSOLE
253868103DLRDIGITAL RLTY TR INC$3.0M0.49%19,703CommonSOLE
29670G102WTRGESSENTIAL UTILS INC$2.5M0.40%64,675CommonSOLE
464287465EFAISHARES TR$2.5M0.40%25,828CommonSOLE
00130H105AESAES CORP$2.5M0.40%171,615CommonSOLE
075887109BDXBECTON DICKINSON & CO$2.4M0.40%12,600CommonSOLE
71944F106PHRPHREESIA INC$2.3M0.38%138,065CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$2.3M0.37%7,965CommonSOLE
000360206AAONAAON INC$2.0M0.33%26,624CommonSOLE
45687V106IRINGERSOLL RAND INC$2.0M0.33%25,326CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$2.0M0.32%3,448CommonSOLE
518439104ELLAUDER ESTEE COS INC$1.7M0.28%16,620CommonSOLE
580589109MGRCMCGRATH RENTCORP$1.7M0.27%15,997CommonSOLE
626755102MUSAMURPHY USA INC$1.6M0.27%4,080CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.6M0.25%28,794CommonSOLE
609207105MDLZMONDELEZ INTL INC$1.5M0.24%27,556CommonSOLE
576323109MTZMASTEC INC$1.4M0.22%6,349CommonSOLE
65339F101NEENEXTERA ENERGY INC$1.3M0.21%16,451CommonSOLE
464287481IWPISHARES TR$1.3M0.21%9,275CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$1.2M0.20%7,109CommonSOLE
74762E102QUREQUANTA SVCS INC$1.2M0.20%2,889CommonSOLE
82509L107SHOPSHOPIFY INC$1.1M0.18%7,000CommonSOLE
67059N108NTNXNUTANIX INC$1.1M0.18%21,725CommonSOLE
607828100MODMODINE MFG CO$1.1M0.18%8,353CommonSOLE
92556V106VTRSVIATRIS INC$1.0M0.17%82,000CommonSOLE
464287655IWMISHARES TR$970,1170.16%3,941CommonSOLE
26818M108DYNDYNE THERAPEUTICS INC$936,4350.15%47,875CommonSOLE
00287Y109ABBVABBVIE INC$926,0700.15%4,053CommonSOLE
406216101HALHALLIBURTON CO$894,4290.15%31,650CommonSOLE
78409V104SPGIS&P GLOBAL INC$879,5190.14%1,683CommonNONE
65336K103NXSTNEXSTAR MEDIA GROUP INC$795,5500.13%3,918CommonSOLE
464286426EEMAISHARES INC$788,5460.13%8,387CommonSOLE
64110L106NFLXNETFLIX INC$766,0200.12%8,170CommonSOLE
166764100CVXCHEVRON CORP NEW$722,2710.12%4,739CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$679,0430.11%12,631CommonSOLE
75524B104RBCRBC BEARINGS INC$631,8380.10%1,409CommonSOLE
252131107DXCMDEXCOM INC$602,6400.10%9,080CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$592,9530.10%7,437CommonSOLE
464287614IWFISHARES TR$562,2810.09%1,188CommonSOLE
713448108PEPPEPSICO INC$548,9640.09%3,825CommonSOLE
749685103RPMRPM INTL INC$533,7280.09%5,132CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$480,0720.08%704CommonSOLE
343498101FLOFLOWERS FOODS INC$474,6400.08%43,625CommonSOLE
60741F104MBLYMOBILEYE GLOBAL INC$461,8770.07%44,241CommonSOLE
046433108ATROASTRONICS CORP$458,3830.07%8,451CommonSOLE
002824100ABTABBOTT LABS$420,8330.07%3,359CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$357,0720.06%1,600CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$356,6990.06%7,023CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$338,7870.05%674CommonSOLE
172908105CTASCINTAS CORP$320,4720.05%1,704CommonSOLE
498894104KNFKNIFE RIVER CORP$317,5600.05%4,514CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$307,4730.05%9,591CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$307,3360.05%689CommonSOLE
49714P108KNSLKINSALE CAP GROUP INC$304,2920.05%778CommonSOLE
235851102DHRDANAHER CORPORATION$303,7770.05%1,327CommonSOLE
742718109PGPROCTER AND GAMBLE CO$303,2440.05%2,116CommonSOLE
443573100HUBSHUBSPOT INC$280,9100.05%700CommonSOLE
09290D101BLKBLACKROCK INC$267,5850.04%250CommonSOLE
038222105AMATAPPLIED MATLS INC$258,2750.04%1,005CommonSOLE
46428Q109SLVISHARES SILVER TR$250,2720.04%3,885CommonSOLE
34959J108FTVFORTIVE CORP$248,6660.04%4,504CommonSOLE
499049104KNXKNIGHT-SWIFT TRANSN HLDGS IN$243,1020.04%4,650CommonSOLE
316773100FITBFIFTH THIRD BANCORP$239,8080.04%5,123CommonSOLE
19247G107COHRCOHERENT CORP$224,0680.04%1,214CommonSOLE
632307104NTRANATERA INC$213,2830.03%931CommonSOLE
79589L106IOTSAMSARA INC$212,7000.03%6,000CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$206,2210.03%640CommonSOLE
95040Q104WELLWELLTOWER INC$204,7200.03%1,103CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$203,2340.03%356CommonSOLE
12572Q105CMECME GROUP INC$197,9830.03%725CommonSOLE
55405Y100MTSIMACOM TECH SOLUTIONS HLDGS I$195,9450.03%1,144CommonSOLE
422806109HEIHEICO CORP NEW$194,1540.03%600CommonSOLE
464285204IAUISHARES GOLD TR$188,9640.03%2,328CommonSOLE
389930207BTCGRAYSCALE BITCOIN MINI TR ET$186,6400.03%4,819CommonSOLE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$183,4600.03%1,275CommonSOLE
98978V103ZTSZOETIS INC$176,2780.03%1,401CommonSOLE
38964R203ETHGRAYSCALE ETHEREUM MINI TR E$176,1330.03%6,277CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$171,3620.03%1,150CommonSOLE
74935Q107RBARB GLOBAL INC$169,7360.03%1,650CommonSOLE
70975L107PENPENUMBRA INC$155,4550.03%500CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$155,3050.03%29CommonSOLE
946760105CLMBCLIMB GLOBAL SOLUTIONS INC$152,6440.02%1,485CommonSOLE
670100205NVONOVO-NORDISK A S$152,6400.02%3,000CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$149,7660.02%1,148CommonSOLE
922908538VOTVANGUARD INDEX FDS$141,8040.02%508CommonSOLE
89377M109TMDXTRANSMEDICS GROUP INC$140,5060.02%1,155CommonSOLE
12514G108CDWCDW CORP$136,2000.02%1,000CommonSOLE
032095101APHAMPHENOL CORP NEW$135,1400.02%1,000CommonSOLE
95082P105WCCWESCO INTL INC$134,5520.02%550CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$129,0900.02%2,600CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$128,9510.02%5,364CommonSOLE
872540109TJXTJX COS INC NEW$127,3540.02%829CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$126,0020.02%502CommonSOLE
H1467J104CBCHUBB LIMITED$124,8480.02%400CommonSOLE
714046109RVTYREVVITY INC$120,9380.02%1,250CommonSOLE
761152107RMDRESMED INC$120,4350.02%500CommonSOLE
92511U102VRRMVERRA MOBILITY CORP$119,8270.02%5,347CommonSOLE
79466L302CRMSALESFORCE INC$117,8850.02%445CommonSOLE
302081104EXLSEXLSERVICE HOLDINGS INC$117,3050.02%2,764CommonSOLE
17275R102CSCOCISCO SYS INC$115,7770.02%1,503CommonSOLE
949746101WMT2WELLS FARGO CO NEW$114,0770.02%1,224CommonNONE
87807B107TRPTC ENERGY CORP$110,0200.02%2,000CommonSOLE
92206C664VTWOVANGUARD SCOTTSDALE FDS$109,4720.02%1,100CommonSOLE
464287309IVWISHARES TR$102,9230.02%835CommonSOLE
871829107SYYSYSCO CORP$99,5430.02%1,351CommonSOLE
717081103PFEPFIZER INC$97,1100.02%3,900CommonNONE
922908652VXFVANGUARD INDEX FDS$96,6140.02%462CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$96,5970.02%252CommonSOLE
29250N105ENBENBRIDGE INC$95,6600.02%2,000CommonSOLE
30231G102XOMEXXON MOBIL CORP$94,4670.02%785CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$88,8470.01%442CommonSOLE
27826U108EVNEATON VANCE MUNI INCOME TRUS$88,5550.01%8,230CommonSOLE
92939U106WECWEC ENERGY GROUP INC$84,5790.01%802CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$82,9550.01%870CommonSOLE
G29183103ETNEATON CORP PLC$80,9020.01%254CommonSOLE
34959E109FTNTFORTINET INC$79,8870.01%1,006CommonSOLE
69374H857CALFPACER FDS TR$79,8660.01%1,800CommonSOLE
803607100SRPTSAREPTA THERAPEUTICS INC$79,1940.01%3,680CommonSOLE
92204A702VGTVANGUARD WORLD FD$77,6400.01%103CommonSOLE
750940108RALRALLIANT CORP$76,4160.01%1,501CommonSOLE
464287648IWOISHARES TR$75,9080.01%235CommonSOLE
478160104JNJJOHNSON & JOHNSON$75,1230.01%363CommonSOLE
300426103ECGEVERUS CONSTR GROUP$74,0100.01%865CommonSOLE
05368V106AVNTAVIENT CORPORATION$73,2580.01%2,345CommonSOLE
48251W104KKRKKR & CO INC$72,4090.01%568CommonSOLE
78464A763SDYSPDR SERIES TRUST$70,4120.01%506CommonSOLE
26701L100BROSDUTCH BROS INC$69,8530.01%1,141CommonSOLE
291011104EMREMERSON ELEC CO$66,8910.01%504CommonSOLE
G16252101BIPBROOKFIELD INFRAST PARTNERS$65,1500.01%1,875CommonSOLE
88160R101TSLATESLA INC$61,1620.01%136CommonSOLE
78464A821MDYGSPDR SERIES TRUST$60,0800.01%650CommonSOLE
78464A854SPYMSPDR SERIES TRUST$56,1540.01%700CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$56,1470.01%251CommonSOLE
58933Y105MRKMERCK & CO INC$54,2090.01%515CommonSOLE
46434V738IEURISHARES TR$53,2350.01%750CommonSOLE
143130102KMXCARMAX INC$50,2320.01%1,300CommonSOLE
185123106CWANCLEARWATER ANALYTICS HLDGS I$49,6150.01%2,057CommonSOLE
56585A102MPCMARATHON PETE CORP$48,7890.01%300CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$48,2630.01%80CommonSOLE
871607107SNPSSYNOPSYS INC$47,9120.01%102CommonSOLE
92338C103VLTOVERALTO CORP$45,4000.01%455CommonSOLE
907818108UNPUNION PAC CORP$40,7090.01%176CommonSOLE
596278101MIDDMIDDLEBY CORP$37,1680.01%250CommonSOLE
46435GAA0IBDRISHARES TR$36,3450.01%1,500CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$35,1140.01%200CommonSOLE
464287804IJRISHARES TR$32,0890.01%267CommonSOLE
200340107CMACOMERICA INC$28,6870.00%330CommonSOLE
760759100RSGREPUBLIC SVCS INC$27,9750.00%132CommonSOLE
464287622IWBISHARES TR$26,1410.00%70CommonSOLE
987184108YORWYORK WTR CO$25,4760.00%800CommonSOLE
42226A107HQYHEALTHEQUITY INC$24,4600.00%267CommonSOLE
464287721IYWISHARES TR$23,7620.00%119CommonSOLE
46429B747STIPISHARES TR$21,5020.00%210CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$20,3460.00%95CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$18,4840.00%185CommonSOLE
04010L103ARCCARES CAPITAL CORP$18,2070.00%900CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$16,8840.00%57CommonSOLE
464287671IUSGISHARES TR$16,7940.00%100CommonSOLE
464287234EEMISHARES TR$16,4130.00%300CommonSOLE
316092808FTECFIDELITY COVINGTON TRUST$15,7270.00%70CommonSOLE
49446R109KIMKIMCO RLTY CORP$14,6960.00%725CommonSOLE
G54950103LINLINDE PLC$14,4980.00%34CommonSOLE
301505889EMQQEXCHANGE TRADED CONCEPTS TRU$13,7230.00%340CommonSOLE
896239100TRMBTRIMBLE INC$13,7120.00%175CommonSOLE
617446448MSMORGAN STANLEY$13,6700.00%77CommonSOLE
031162100AMGNAMGEN INC$13,4200.00%41CommonSOLE
46432F842IEFAISHARES TR$13,4190.00%150CommonSOLE
78468R788SPYDSPDR SERIES TRUST$12,9750.00%300CommonSOLE
00206R102TAT&T INC$12,9170.00%520CommonSOLE
921937827BSVVANGUARD BD INDEX FDS$12,2160.00%155CommonSOLE
45168D104IDXXIDEXX LABS INC$12,1780.00%18CommonSOLE
464287507IJHISHARES TR$11,8800.00%180CommonSOLE
216648501COOCOOPER COS INC$11,4750.00%140CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$10,6540.00%74CommonSOLE
438516106HONHONEYWELL INTL INC$10,5350.00%54CommonSOLE
97717X578XSOEWISDOMTREE TR$10,4190.00%267CommonSOLE
80810D103SDGRSCHRODINGER INC$9,8340.00%550CommonNONE
747525103QCOMQUALCOMM INC$9,5790.00%56CommonSOLE
464287762IYHISHARES TR$8,1380.00%125CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$8,0500.00%275CommonSOLE
78468R408SJNKSPDR SERIES TRUST$6,9630.00%275CommonSOLE
921932505VOOGVANGUARD ADMIRAL FDS INC$6,6690.00%15CommonSOLE
04280A100ARWRARROWHEAD PHARMACEUTICALS IN$6,6390.00%100CommonSOLE
78468R853SPSMSPDR SERIES TRUST$5,7640.00%123CommonSOLE
83671M105SOBOSOUTH BOW CORP$5,4940.00%200CommonSOLE
922908769VTIVANGUARD INDEX FDS$5,3650.00%16CommonSOLE
20030N101CMCSACOMCAST CORP NEW$4,8130.00%161CommonSOLE
464287440IEFISHARES TR$4,8080.00%50CommonSOLE
744320102PRUPRUDENTIAL FINL INC$3,5660.00%32CommonSOLE
464288810IHIISHARES TR$3,1700.00%51CommonSOLE
46435G102ICVTISHARES TR$2,9550.00%30CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$2,6670.00%15CommonSOLE
191216100KOCOCA COLA CO$2,6240.00%38CommonSOLE
922908736VUGVANGUARD INDEX FDS$2,4400.00%5CommonSOLE
149123101CATCATERPILLAR INC$2,2920.00%4CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$1,9810.00%6CommonSOLE
46090E103QQQINVESCO QQQ TR$1,8430.00%3CommonSOLE
595112103MUMICRON TECHNOLOGY INC$1,7130.00%6CommonSOLE
512807306LRCXLAM RESEARCH CORP$1,7120.00%10CommonSOLE
75629V104RXRXRECURSION PHARMACEUTICALS IN$1,6360.00%400CommonSOLE
580135101MCDMCDONALDS CORP$1,5290.00%5CommonSOLE
247361702DALDELTA AIR LINES INC DEL$1,5270.00%22CommonSOLE
316092600FHLCFIDELITY COVINGTON TRUST$1,4860.00%20CommonSOLE
244199105DEDEERE & CO$1,3970.00%3CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$1,3610.00%3CommonSOLE
756109104OREALTY INCOME CORP$1,3570.00%24CommonSOLE
032654105ADIANALOG DEVICES INC$1,3560.00%5CommonSOLE
893641100TDGTRANSDIGM GROUP INC$1,3300.00%1CommonSOLE
482480100KLACKLA CORP$1,2160.00%1CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$1,2120.00%5CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$1,1490.00%4CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$1,1410.00%2CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$1,1340.00%4CommonSOLE
126408103CSXCSX CORP$1,1240.00%31CommonSOLE
969457100WMBWILLIAMS COS INC$1,0820.00%18CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$1,0740.00%14CommonSOLE
256677105DGDOLLAR GEN CORP NEW$1,0630.00%8CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$1,0600.00%3CommonSOLE
G0403H108AONAON PLC$1,0590.00%3CommonSOLE
615369105MCOMOODYS CORP$1,0220.00%2CommonSOLE
384802104GWWWW GRAINGER INC$1,0100.00%1CommonSOLE
03076C106AMPAMERIPRISE FINL INC$9810.00%2CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$9650.00%7CommonSOLE
548661107LOWLOWES COS INC$9650.00%4CommonSOLE
629377508NRGNRG ENERGY INC$9560.00%6CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$9380.00%11CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$9380.00%3CommonSOLE
40412C101HCAHCA HEALTHCARE INC$9340.00%2CommonSOLE
369604301GEGE AEROSPACE$9250.00%3CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$8910.00%2CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$8790.00%1CommonSOLE
701094104PHPARKER-HANNIFIN CORP$8790.00%1CommonSOLE
59156R108METMETLIFE INC$8690.00%11CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$8670.00%3CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$8410.00%31CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$8370.00%3CommonSOLE
464288224ICLNISHARES TR$8220.00%50CommonSOLE
58155Q103MCKMCKESSON CORP$8210.00%1CommonSOLE
91913Y100VLOVALERO ENERGY CORP$8140.00%5CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$8060.00%22CommonSOLE
09077B104BCABGBPBIOATLA INC$7970.00%1,403CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$7940.00%9CommonSOLE
464288687PFFISHARES TR$7740.00%25CommonSOLE
29444U700EQIXEQUINIX INC$7670.00%1CommonSOLE
22052L104CTVACORTEVA INC$7380.00%11CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$7190.00%6CommonSOLE
601137102MRPMILLROSE PPTYS INC$7170.00%24CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$7010.00%12CommonSOLE
G87052109TELTE CONNECTIVITY PLC$6830.00%3CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$6710.00%6CommonSOLE
345370860FFORD MTR CO$6700.00%51CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$6580.00%2CommonSOLE
20825C104COPCONOCOPHILLIPS$6560.00%7CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$6490.00%2CommonSOLE
74340W103PLDPROLOGIS INC.$6390.00%5CommonSOLE
83443Q103SOLSSOLSTICE ADVANCED MATLS INC$6320.00%13CommonSOLE
26875P101EOGEOG RES INC$6310.00%6CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$6230.00%1CommonSOLE
H2906T109GRMNGARMIN LTD$6090.00%3CommonSOLE
464287523SOXXISHARES TR$6030.00%2CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$5470.00%12CommonSOLE
060505104BACBANK AMERICA CORP$4950.00%9CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$4840.00%1CommonSOLE
29082K105EMBCEMBECTA CORP$4760.00%40CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$4650.00%4CommonSOLE
35137L105FOXAFOX CORP$4390.00%6CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$4110.00%2CommonSOLE
285512109EAELECTRONIC ARTS INC$4090.00%2CommonSOLE
872590104TMUST-MOBILE US INC$4070.00%2CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$4020.00%5CommonSOLE
35137L204FOXFOX CORP$3900.00%6CommonSOLE
941848103WATWATERS CORP$3800.00%1CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$3710.00%2CommonSOLE
75513E101RTXRTX CORPORATION$3670.00%2CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$3510.00%1CommonSOLE
882508104TXNTEXAS INSTRS INC$3470.00%2CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$3460.00%3CommonSOLE
958102105WDCWESTERN DIGITAL CORP$3450.00%2CommonSOLE
03073E105CORCENCORA INC$3380.00%1CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$3220.00%2CommonSOLE
718172109PMPHILIP MORRIS INTL INC$3210.00%2CommonSOLE
88579Y101MMM3M CO$3210.00%2CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$3130.00%5CommonSOLE
92276F100VTRVENTAS INC$3100.00%4CommonSOLE
988498101YUMYUM BRANDS INC$3030.00%2CommonSOLE
651639106NEMNEWMONT CORP$3000.00%3CommonSOLE
052769106ADSKAUTODESK INC$2970.00%1CommonSOLE
45784P101PODDINSULET CORP$2850.00%1CommonSOLE
125523100CITHE CIGNA GROUP$2760.00%1CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$2760.00%1CommonSOLE
219350105GLWCORNING INC$2630.00%3CommonSOLE
883203101TXTTEXTRON INC$2620.00%3CommonSOLE
30161N101EXCEXELON CORP$2620.00%6CommonSOLE
458140100INTCINTEL CORP$2590.00%7CommonSOLE
501044101KRKROGER CO$2500.00%4CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$2480.00%9CommonSOLE
126650100CVSCVS HEALTH CORP$2390.00%3CommonSOLE
745867101PHMPULTE GROUP INC$2350.00%2CommonSOLE
172967424CCITIGROUP INC$2340.00%2CommonSOLE
125269100CFCF INDS HLDGS INC$2330.00%3CommonSOLE
743315103PGRPROGRESSIVE CORP$2280.00%1CommonSOLE
94106L109WMWASTE MGMT INC DEL$2200.00%1CommonSOLE
294429105EFXEQUIFAX INC$2170.00%1CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$2090.00%1CommonSOLE
758849103REGREGENCY CTRS CORP$2080.00%3CommonSOLE
695156109PKGPACKAGING CORP AMER$2070.00%1CommonSOLE
55261F104MTBM & T BK CORP$2020.00%1CommonSOLE
260003108DOVDOVER CORP$1960.00%1CommonSOLE
G491BT108IVZINVESCO LTD$1840.00%7CommonSOLE
427866108HSYHERSHEY CO$1820.00%1CommonSOLE
778296103ROSTROSS STORES INC$1810.00%1CommonSOLE
G66721104NCLHNORWEGIAN CRUISE LINE HLDG L$1790.00%8CommonSOLE
816851109SRESEMPRA$1770.00%2CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$1760.00%3CommonSOLE
842587107SOSOUTHERN CO$1750.00%2CommonSOLE
278642103EBAYEBAY INC.$1750.00%2CommonSOLE
493267108KEYKEYCORP$1660.00%8CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$1650.00%2CommonSOLE
670346105NUENUCOR CORP$1640.00%1CommonSOLE
92840M102VSTVISTRA CORP$1620.00%1CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$1610.00%1CommonSOLE
217204106CPRTCOPART INC$1570.00%4CommonSOLE
143658300CCL1EURCARNIVAL CORP$1530.00%5CommonSOLE
G3265R107APTVAPTIV PLC$1530.00%2CommonSOLE
98389B100XELXCEL ENERGY INC$1480.00%2CommonSOLE
30034W106EVRGEVERGY INC$1450.00%2CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$1430.00%1CommonSOLE
084423102WRBBERKLEY W R CORP$1410.00%2CommonSOLE
37959E102GLGLOBE LIFE INC$1400.00%1CommonSOLE
668771108GENGEN DIGITAL INC$1360.00%5CommonSOLE
718546104PSXPHILLIPS 66$1300.00%1CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$1280.00%2CommonSOLE
65473P105NINISOURCE INC$1260.00%3CommonSOLE
71880K101PHINPHINIA INC$1260.00%2CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$1180.00%1CommonSOLE
23918K108DVADAVITA INC$1140.00%1CommonSOLE
704326107PAYXPAYCHEX INC$1130.00%1CommonSOLE
693718108PCARPACCAR INC$1100.00%1CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$1060.00%2CommonSOLE
74743L100QQNITY ELECTRONICS INC$820.00%1CommonSOLE
681919106OMCOMNICOM GROUP INC$810.00%1CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$810.00%2CommonSOLE
05156X850ACBAURORA CANNABIS INC$170.00%4CommonSOLE

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.