MondegarAI
Stokes Family Office, LLC

Q4 2025 · 13F-HR

Stokes Family Office, LLCholdings as filed

Filed 2026-02-18 · accession 0001062993-26-001008

$1.09B
Reported value
310
Positions
2025-12-31
Period end
View analyzed profile →PRO

The Brief · Stokes Family Office, LLC · Q4 2025

AI · grounded in 13F

Stokes Family Office, LLC established a new position in BAI valued at $11.07M. The fund increased its holdings in MTUM by 61.27% and IVE by 36.01%. Conversely, it trimmed its position in FNDF by 77.20% and reduced XOM by 69.58%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
921908844VIGVANGUARD SPECIALIZED FUNDS$75.4M6.89%342,887CommonNONE
037833100AAPLAPPLE INC$61.8M5.65%227,278CommonNONE
02079K107GOOGALPHABET INC$35.9M3.29%114,556CommonNONE
464287408IVEISHARES TR$32.8M3.00%154,614CommonNONE
594918104MSFTMICROSOFT CORP$32.1M2.93%66,281CommonNONE
464287309IVWISHARES TR$31.7M2.90%257,225CommonNONE
46434V613IUSBISHARES TR$29.1M2.66%624,691CommonNONE
09290C103DYNFBLACKROCK ETF TRUST$28.4M2.60%467,316CommonNONE
808524854SCHRSCHWAB STRATEGIC TR$28.1M2.57%1,122,390CommonNONE
464287150ITOTISHARES TR$24.6M2.25%165,303CommonNONE
922908769VTIVANGUARD INDEX FDS$20.6M1.89%61,523CommonNONE
464287101OEFISHARES TR$18.9M1.72%54,969CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$18.8M1.72%781,989CommonNONE
46434G889EMGFISHARES INC$18.6M1.70%321,316CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$17.5M1.60%54,225CommonNONE
78464A383SPMBSPDR SERIES TRUST$14.1M1.29%626,988CommonNONE
46432F396MTUMISHARES TR$13.3M1.22%53,186CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$13.0M1.19%25,831CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$12.6M1.15%87,514CommonNONE
478160104JNJJOHNSON & JOHNSON$12.6M1.15%60,677CommonNONE
02072L565BOXXEA SERIES TRUST$12.4M1.14%107,842CommonNONE
02072L409QMOMEA SERIES TRUST$12.3M1.13%188,560CommonNONE
02072L102QVALEA SERIES TRUST$11.4M1.05%234,414CommonNONE
023135106AMZNAMAZON COM INC$11.2M1.02%48,516CommonNONE
02072L607FRDMEA SERIES TRUST$11.2M1.02%217,894CommonNONE
09290C780BAIBLACKROCK ETF TRUST$11.1M1.01%332,388CommonNONE
02079K305GOOGLALPHABET INC$11.0M1.00%35,070CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$10.8M0.99%105,793CommonNONE
46432F842IEFAISHARES TR$10.7M0.98%120,078CommonNONE
46434V274INTFISHARES TR$10.6M0.97%279,707CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$10.5M0.96%218,090CommonNONE
09290C806THROBLACKROCK ETF TRUST$10.4M0.95%269,209CommonNONE
464288653TLHISHARES TR$10.1M0.92%99,401CommonNONE
166764100CVXCHEVRON CORP NEW$10.1M0.92%65,965CommonNONE
092528603BINCBLACKROCK ETF TRUST II$8.7M0.80%165,446CommonNONE
46436F103IAUMISHARES GOLD TR$8.5M0.78%198,386CommonNONE
922908363VOOVANGUARD INDEX FDS$8.2M0.75%13,117CommonNONE
718172109PMPHILIP MORRIS INTL INC$7.9M0.72%48,966CommonNONE
68389X105ORCLORACLE CORP$7.3M0.67%37,310CommonNONE
437076102HDHOME DEPOT INC$7.0M0.64%20,363CommonNONE
67066G104NVDANVIDIA CORPORATION$6.9M0.63%36,975CommonNONE
11135F101AVGOBROADCOM INC$6.9M0.63%19,819CommonNONE
00287Y109ABBVABBVIE INC$6.3M0.58%27,695CommonNONE
532457108LLYELI LILLY & CO$6.1M0.56%5,653CommonNONE
25434V823DFARDIMENSIONAL ETF TRUST$6.0M0.55%262,910CommonNONE
09290D101BLKBLACKROCK INC$6.0M0.55%5,602CommonNONE
025072802AVDVAMERICAN CENTY ETF TR$6.0M0.55%63,426CommonNONE
L1995B107CAAPCORPORACION AMER ARPTS S A$5.8M0.53%222,325CommonNONE
37960A529SHLDGLOBAL X FDS$5.7M0.53%88,623CommonNONE
30231G102XOMEXXON MOBIL CORP$5.7M0.52%47,025CommonNONE
931142103WMTWALMART INC$5.6M0.51%49,951CommonNONE
921946810VIGIVANGUARD WHITEHALL FDS$5.5M0.50%60,068CommonNONE
922907746VTEBVANGUARD MUN BD FDS$5.5M0.50%108,866CommonNONE
464287879IJSISHARES TR$5.4M0.49%47,522CommonNONE
172908105CTASCINTAS CORP$5.3M0.48%28,142CommonNONE
922908736VUGVANGUARD INDEX FDS$5.2M0.48%10,727CommonNONE
921910873MGCVANGUARD WORLD FD$5.1M0.47%20,280CommonNONE
30303M102METAMETA PLATFORMS INC$4.9M0.45%7,389CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$4.9M0.44%34,387CommonNONE
713448108PEPPEPSICO INC$4.8M0.44%33,789CommonNONE
922908611VBRVANGUARD INDEX FDS$4.8M0.44%22,630CommonNONE
464287200IVVISHARES TR$4.7M0.43%6,885CommonNONE
17275R102CSCOCISCO SYS INC$4.6M0.42%59,471CommonNONE
92826C839VVISA INC$4.3M0.40%12,322CommonNONE
742718109PGPROCTER AND GAMBLE CO$4.3M0.39%29,933CommonNONE
464287671IUSGISHARES TR$3.9M0.36%23,248CommonNONE
922908512VOEVANGUARD INDEX FDS$3.8M0.35%21,623CommonNONE
464288281EMBISHARES TR$3.8M0.35%39,357CommonNONE
29271Q103ESOAENERGY SVCS ACQUISITION CORP$3.8M0.35%462,277CommonNONE
002824100ABTABBOTT LABS$3.5M0.32%27,943CommonNONE
02209S103MOALTRIA GROUP INC$3.5M0.32%60,666CommonNONE
369550108GDGENERAL DYNAMICS CORP$3.5M0.32%10,269CommonNONE
02072L300IMOMEA SERIES TRUST$3.4M0.32%90,405CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$3.4M0.31%46,004CommonNONE
46434V282LRGFISHARES TR$3.3M0.30%47,247CommonNONE
G29183103ETNEATON CORP PLC$3.2M0.30%10,152CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$3.2M0.29%54,574CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$3.2M0.29%35,527CommonNONE
464288414MUBISHARES TR$3.1M0.28%28,531CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$2.9M0.27%3,415CommonNONE
40090E106CIBGRUPO CIBEST SA$2.8M0.25%43,290CommonNONE
512807306LRCXLAM RESEARCH CORP$2.7M0.25%15,806CommonNONE
46434G103IEMGISHARES INC$2.7M0.24%39,550CommonNONE
921910709EDVVANGUARD WORLD FD$2.6M0.24%39,624CommonNONE
464287705IJJISHARES TR$2.6M0.23%19,433CommonNONE
580135101MCDMCDONALDS CORP$2.4M0.22%7,827CommonNONE
320517105FHNFIRST HORIZON CORPORATION$2.3M0.21%96,410CommonNONE
46429B267GOVTISHARES TR$2.3M0.21%99,238CommonNONE
025816109AXPAMERICAN EXPRESS CO$2.2M0.20%5,890CommonNONE
46428Q109SLVISHARES SILVER TR$2.1M0.19%32,800CommonNONE
031162100AMGNAMGEN INC$2.1M0.19%6,408CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$2.0M0.18%37,421CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$1.9M0.18%36,025CommonNONE
191216100KOCOCA COLA CO$1.9M0.17%27,346CommonNONE
88160R101TSLATESLA INC$1.9M0.17%4,212CommonNONE
64110L106NFLXNETFLIX INC$1.9M0.17%20,095CommonNONE
654106103NKENIKE INC$1.9M0.17%29,554CommonNONE
63900P608NRPNATURAL RESOURCE PARTNERS L$1.8M0.17%17,505CommonNONE
57636Q104MAMASTERCARD INCORPORATED$1.8M0.16%3,145CommonNONE
922908744VTVVANGUARD INDEX FDS$1.8M0.16%9,318CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$1.7M0.16%3,626CommonNONE
279158109ECECOPETROL S A$1.7M0.16%170,308CommonNONE
855244109SBUXSTARBUCKS CORP$1.7M0.15%19,662CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$1.6M0.15%40,458CommonNONE
808524755FNDFSCHWAB STRATEGIC TR$1.6M0.15%35,067CommonNONE
464287226AGGISHARES TR$1.5M0.14%15,058CommonNONE
907818108UNPUNION PAC CORP$1.5M0.14%6,394CommonNONE
00206R102TAT&T INC$1.5M0.13%58,556CommonNONE
46435G102ICVTISHARES TR$1.4M0.13%14,665CommonNONE
45780L104INGNINOGEN INC$1.4M0.13%210,000CommonNONE
842587107SOSOUTHERN CO$1.4M0.13%15,994CommonNONE
949746101WMT2WELLS FARGO CO NEW$1.4M0.12%14,599CommonNONE
464287689IWVISHARES TR$1.4M0.12%3,500CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.3M0.12%4,410CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.3M0.12%4,449CommonNONE
254687106DISDISNEY WALT CO$1.3M0.12%11,560CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$1.3M0.12%15,697CommonNONE
46435G409IVLUISHARES TR$1.3M0.12%33,682CommonNONE
922908652VXFVANGUARD INDEX FDS$1.3M0.11%6,000CommonNONE
922908553VNQVANGUARD INDEX FDS$1.3M0.11%14,170CommonNONE
94106L109WMWASTE MGMT INC DEL$1.2M0.11%5,689CommonNONE
219350105GLWCORNING INC$1.2M0.11%14,208CommonNONE
29273V100ETENERGY TRANSFER L P$1.2M0.11%73,395CommonNONE
46435U796SYSBISHARES TR$1.2M0.11%13,453CommonNONE
609207105MDLZMONDELEZ INTL INC$1.1M0.10%21,032CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$1.1M0.10%5,246CommonNONE
871829107SYYSYSCO CORP$1.1M0.10%15,146CommonNONE
060505104BACBANK AMERICA CORP$1.1M0.10%20,156CommonNONE
539830109LMTLOCKHEED MARTIN CORP$1.1M0.10%2,251CommonNONE
149123101CATCATERPILLAR INC$1.0M0.10%1,815CommonNONE
58155Q103MCKMCKESSON CORP$1.0M0.09%1,251CommonNONE
40412C101HCAHCA HEALTHCARE INC$997,6800.09%2,137CommonNONE
46434V621DGROISHARES TR$996,4550.09%14,354CommonNONE
110448107BTIBRITISH AMERN TOB PLC$995,6060.09%17,584CommonNONE
46435GAA0IBDRISHARES TR$989,6260.09%40,843CommonNONE
808524771FNDXSCHWAB STRATEGIC TR$986,1580.09%36,243CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$957,9530.09%29,880CommonNONE
464285204IAUISHARES GOLD TR$942,7900.09%11,615CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$929,9200.09%2,817CommonNONE
G6683N103NUNU HLDGS LTD$921,1520.08%55,027CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$914,3350.08%11,190CommonNONE
291011104EMREMERSON ELEC CO$913,7770.08%6,885CommonNONE
464288877EFVISHARES TR$906,9720.08%12,701CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$872,1760.08%1,279CommonNONE
78464A854SPYMSPDR SERIES TRUST$869,3440.08%10,837CommonNONE
N07059210ASMLASML HOLDING N V$844,1200.08%789CommonNONE
46434V100SLQDISHARES TR$839,5410.08%16,559CommonNONE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$813,9730.07%18,652CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$793,3100.07%1,391CommonNONE
29250N105ENBENBRIDGE INC$786,8510.07%16,451CommonNONE
91879Q109MTNVAIL RESORTS INC$786,0650.07%5,919CommonNONE
78468R663BILSPDR SERIES TRUST$785,8680.07%8,600CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$783,7420.07%2,702CommonNONE
78468R788SPYDSPDR SERIES TRUST$778,5000.07%18,000CommonNONE
46435UAA9IBDSISHARES TR$749,4990.07%30,869CommonNONE
464289446IWLISHARES TR$738,8280.07%4,330CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$733,6750.07%3,830CommonNONE
58933Y105MRKMERCK & CO INC$725,8480.07%6,896CommonNONE
78468R721TFISPDR SERIES TRUST$721,2580.07%15,779CommonNONE
808513105SCHWSCHWAB CHARLES CORP$718,6530.07%7,193CommonNONE
921932778VIOVVANGUARD ADMIRAL FDS INC$716,3850.07%7,328CommonNONE
717081103PFEPFIZER INC$715,0840.07%28,718CommonNONE
46436E130IBDYISHARES TR$712,3150.07%27,250CommonNONE
46438G653IBDZISHARES TR$711,9900.07%27,000CommonNONE
46436E312IBDXISHARES TR$697,7350.06%27,330CommonNONE
001055102AFLAFLAC INC$688,4160.06%6,243CommonNONE
20030N101CMCSACOMCAST CORP NEW$679,2520.06%22,725CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$671,8840.06%22,344CommonNONE
66987V109NVSNOVARTIS AG$662,4650.06%4,805CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$655,8450.06%1,158CommonNONE
381430107GSIEGOLDMAN SACHS ETF TR$645,7420.06%15,038CommonNONE
464288885EFGISHARES TR$636,9590.06%5,591CommonNONE
464287507IJHISHARES TR$635,1180.06%9,623CommonNONE
46432F834IXUSISHARES TR$626,5840.06%7,403CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$615,9550.06%1,063CommonNONE
922908629VOVANGUARD INDEX FDS$590,9280.05%2,036CommonNONE
464287804IJRISHARES TR$579,7870.05%4,824CommonNONE
14040H105COFCAPITAL ONE FINL CORP$574,6880.05%2,371CommonNONE
46435U515IBDTISHARES TR$571,8470.05%22,465CommonNONE
46438G372IBCAISHARES TR$570,6800.05%22,000CommonNONE
46436E205IBDUISHARES TR$569,8880.05%24,349CommonNONE
92189H201ITMVANECK ETF TRUST$568,3250.05%12,051CommonNONE
91913Y100VLOVALERO ENERGY CORP$545,9980.05%3,354CommonNONE
46434G764EMXCISHARES INC$545,1420.05%7,501CommonNONE
46137V308PKWINVESCO EXCHANGE TRADED FD T$542,6540.05%4,040CommonNONE
46436E726IBDVISHARES TR$526,2590.05%23,845CommonNONE
46436E486IBDWISHARES TR$523,0400.05%24,730CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$521,2180.05%2,810CommonNONE
46432F388VLUEISHARES TR$516,8340.05%3,780CommonNONE
548661107LOWLOWES COS INC$514,6070.05%2,134CommonNONE
670100205NVONOVO-NORDISK A S$507,5910.05%9,976CommonNONE
136385101CNQCANADIAN NAT RES LTD$501,3020.05%14,810CommonNONE
565394103CARTMAPLEBEAR INC$501,1220.05%11,141CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$497,2270.05%15,243CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$495,4060.05%9,754CommonNONE
79466L302CRMSALESFORCE INC$489,9290.04%1,849CommonNONE
80105N105SNYSANOFI SA$477,8640.04%9,861CommonNONE
G38327105GPRKGEOPARK LTD$474,2400.04%64,000CommonNONE
452308109ITWILLINOIS TOOL WKS INC$471,6650.04%1,915CommonNONE
803054204SAPSAP SE$469,9090.04%1,935CommonNONE
46090E103QQQINVESCO QQQ TR$469,9000.04%765CommonNONE
172967424CCITIGROUP INC$467,7260.04%4,008CommonNONE
464288638IGIBISHARES TR$466,7620.04%8,663CommonNONE
571903202MARMARRIOTT INTL INC NEW$463,1880.04%1,493CommonNONE
512816109LAMRLAMAR ADVERTISING CO NEW$458,4730.04%3,622CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$450,8000.04%16,435CommonNONE
30063P105EXKEXACT SCIENCES CORP$449,0980.04%4,422CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$448,3520.04%1,743CommonNONE
655844108NSCNORFOLK SOUTHN CORP$442,0300.04%1,531CommonNONE
92204A306VDEVANGUARD WORLD FD$441,9790.04%3,510CommonNONE
438516106HONHONEYWELL INTL INC$439,7330.04%2,254CommonNONE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$431,6140.04%5,662CommonNONE
384802104GWWWW GRAINGER INC$424,3060.04%421CommonNONE
98978V103ZTSZOETIS INC$424,1770.04%3,371CommonNONE
464287432TLTISHARES TR$420,4600.04%4,824CommonNONE
25746U109DDOMINION ENERGY INC$410,3190.04%7,003CommonNONE
26884L109EQTEQT CORP$408,3780.04%7,619CommonNONE
29667J101ESQESQUIRE FINL HLDGS INC$408,2800.04%4,000CommonNONE
92206C847VGLTVANGUARD SCOTTSDALE FDS$407,6190.04%7,305CommonNONE
458140100INTCINTEL CORP$403,3200.04%10,930CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$397,8390.04%1,906CommonNONE
032654105ADIANALOG DEVICES INC$396,7660.04%1,463CommonNONE
718546104PSXPHILLIPS 66$393,1810.04%3,047CommonNONE
46429B697USMVISHARES TR$390,7070.04%4,149CommonNONE
824348106SHWSHERWIN WILLIAMS CO$389,8080.04%1,203CommonNONE
03073E105CORCENCORA INC$383,0090.04%1,134CommonNONE
78468R523BILSSPDR SERIES TRUST$381,9970.03%3,850CommonNONE
760759100RSGREPUBLIC SVCS INC$379,0370.03%1,789CommonNONE
780259305SHELSHELL PLC$376,6220.03%5,126CommonNONE
46434V803HEFAISHARES TR$374,4730.03%9,054CommonNONE
369604301GEGE AEROSPACE$372,9910.03%1,211CommonNONE
464287861IEVISHARES TR$370,4400.03%5,400CommonNONE
464287655IWMISHARES TR$369,7320.03%1,502CommonNONE
097023105BABOEING CO$354,5570.03%1,633CommonNONE
40053W101AVALGRUPO AVAL ACCIONES Y VALORE$353,6330.03%87,317CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$353,6190.03%1,318CommonNONE
46138G805BABINVESCO EXCH TRADED FD TR II$348,1600.03%12,800CommonNONE
375558103GILDGILEAD SCIENCES INC$335,4390.03%2,733CommonNONE
370334104GISGENERAL MLS INC$330,1500.03%7,100CommonNONE
46434V407SHYGISHARES TR$327,3120.03%7,635CommonNONE
969457100WMBWILLIAMS COS INC$325,9160.03%5,422CommonNONE
204429104CCUCOMPANIA CERVECERIAS UNIDAS$319,0000.03%25,000CommonNONE
595112103MUMICRON TECHNOLOGY INC$317,6610.03%1,113CommonNONE
615369105MCOMOODYS CORP$315,1940.03%617CommonNONE
020002101ALLALLSTATE CORP$307,6460.03%1,478CommonNONE
78463V107GLDSPDR GOLD TR$307,1400.03%775CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$306,6660.03%1,185CommonNONE
681919106OMCOMNICOM GROUP INC$306,2040.03%3,792CommonNONE
416515104HIGHARTFORD INSURANCE GROUP INC$305,9160.03%2,220CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$302,7730.03%2,583CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$297,9810.03%339CommonNONE
25243Q205DEODIAGEO PLC$291,2630.03%3,376CommonNONE
G85158106STNESTONECO LTD$289,8840.03%19,600CommonNONE
H1467J104CBCHUBB LIMITED$284,0290.03%910CommonNONE
02072L201IVALEA SERIES TRUST$283,1210.03%9,000CommonNONE
697435105PANWPALO ALTO NETWORKS INC$281,0890.03%1,526CommonNONE
922908751VBVANGUARD INDEX FDS$276,5220.03%1,072CommonNONE
58733R102MELIMERCADOLIBRE INC$275,9540.03%137CommonNONE
921935805VFVAVANGUARD WELLINGTON FD$274,5890.03%2,068CommonNONE
78409V104SPGIS&P GLOBAL INC$269,6560.02%516CommonNONE
780087102RYROYAL BK CDA$269,3740.02%1,580CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$267,7670.02%50CommonNONE
872540109TJXTJX COS INC NEW$267,4460.02%1,741CommonNONE
209115104EDCONSOLIDATED EDISON INC$266,7740.02%2,686CommonNONE
808524607SCHASCHWAB STRATEGIC TR$264,0380.02%9,271CommonNONE
904767803ULUNILEVER PLC$262,4500.02%4,013CommonNONE
14019W109CGXUCAPITAL GROUP INTL FOCUS EQT$256,9190.02%8,694CommonNONE
194162103CLCOLGATE PALMOLIVE CO$253,4960.02%3,208CommonNONE
91529Y106UNMUNUM GROUP$248,3100.02%3,204CommonNONE
773903109ROKROCKWELL AUTOMATION INC$242,7800.02%624CommonNONE
25434V740DFEVDIMENSIONAL ETF TRUST$238,9700.02%7,083CommonNONE
704326107PAYXPAYCHEX INC$238,1580.02%2,123CommonNONE
M87915274TSEMTOWER SEMICONDUCTOR LTD$237,6580.02%2,024CommonNONE
75513E101RTXRTX CORPORATION$235,8520.02%1,286CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$234,3290.02%3,281CommonNONE
745867101PHMPULTE GROUP INC$232,7020.02%1,985CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$232,3680.02%1,614CommonNONE
53263P105LMBLIMBACH HLDGS INC$228,8790.02%2,940CommonNONE
902973304USBUS BANCORP DEL$225,4990.02%4,226CommonNONE
003261203BCDABRDN ETFS$225,0790.02%7,270CommonNONE
G54950103LINLINDE PLC$224,9210.02%528CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$224,4200.02%372CommonNONE
86562M209SMFGSUMITOMO MITSUI FINL GROUP I$221,8700.02%11,478CommonNONE
20825C104COPCONOCOPHILLIPS$220,5450.02%2,356CommonNONE
12504L109CBRECBRE GROUP INC$214,3330.02%1,333CommonNONE
464287499IWRISHARES TR$212,5640.02%2,208CommonNONE
31620M106FISFIDELITY NATL INFORMATION SV$212,1400.02%3,192CommonNONE
46431W838MEARISHARES U S ETF TR$211,6170.02%4,205CommonNONE
311900104FASTFASTENAL CO$211,5250.02%5,271CommonNONE
929236107WDFCWD 40 CO$211,0690.02%1,072CommonNONE
680223104ORIOLD REP INTL CORP$208,6430.02%4,572CommonNONE
19247G107COHRCOHERENT CORP$207,6410.02%1,125CommonNONE
78464A763SDYSPDR SERIES TRUST$207,3480.02%1,490CommonNONE
624756102MLIMUELLER INDS INC$207,0990.02%1,804CommonNONE
464287481IWPISHARES TR$201,0280.02%1,468CommonNONE
65339F101NEENEXTERA ENERGY INC$200,3790.02%2,496CommonNONE
74587V107PBYIPUMA BIOTECHNOLOGY INC$167,1410.02%28,091CommonNONE
12562N104CKXCKX LDS INC$167,1160.02%18,264CommonNONE
20440W105SIDCOMPANHIA SIDERURGICA NACION$128,0000.01%80,000CommonNONE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$121,7110.01%10,271CommonNONE
74347M108PUMPPROPETRO HLDG CORP$116,7260.01%12,274CommonNONE
64828T201RITMRITHM CAPITAL CORP$116,3790.01%10,677CommonNONE
45675Y104IIIINFORMATION SVCS GROUP INC$91,0700.01%15,756CommonNONE
87261Y106TMCTMC THE METALS COMPANY INC$75,2430.01%12,195CommonNONE
811054402SSPSCRIPPS E W CO OHIO$75,1560.01%18,836CommonNONE
747301109QUADQUAD / GRAPHICS INC$67,8040.01%10,814CommonNONE
43114Q105HPKHIGHPEAK ENERGY INC$47,6560.00%10,054CommonNONE
G65773106NATNORDIC AMERICAN TANKERS LIMI$36,7290.00%10,677CommonNONE
09203E105BDTXBLACK DIAMOND THERAPEUTICS I$26,9170.00%11,077CommonNONE
67577R102IRDOPUS GENETICS INC$24,3610.00%12,120CommonNONE

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.