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GREAT LAKES ADVISORS, LLC

Q2 2023 · 13F-HR

GREAT LAKES ADVISORS, LLCholdings as filed

Filed 2023-08-10 · accession 0001078013-23-000005

$10.01B
Reported value
747
Positions
2023-06-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 747

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP COM$183.7M1.84%539,508CommonSOLE
30231G102XOMEXXON MOBIL CORP COM$181.0M1.81%1,687,983CommonSOLE
46625H100JPMJPMORGAN CHASE and COCO$166.6M1.66%1,145,647CommonSOLE
91324P102UNHUnitedHealth Group Inc$143.8M1.44%299,163CommonSOLE
101137107BSXBoston Scientific Corp$142.4M1.42%2,632,453CommonSOLE
037833100AAPLAPPLE INCCOM$133.3M1.33%687,358CommonSOLE
060505104BACBANK AMERICA CORPCOM$118.8M1.19%4,141,025CommonSOLE
58933Y105MRKMERCK and CO INC COM$118.3M1.18%1,025,533CommonSOLE
254687106DISDisney Walt Co Disney$111.8M1.12%1,252,406CommonSOLE
74762E102QUREQUANTA SVCS INCCOM$110.6M1.10%562,771CommonSOLE
806857108SLBSCHLUMBERGER LTD COM$110.5M1.10%2,250,422CommonSOLE
30303M102METAMeta Platforms Inc Cl A$108.6M1.08%378,259CommonSOLE
701094104PHPARKER HANNIFIN CORP$107.9M1.08%276,561CommonSOLE
09247X101BLKCHFBLACKROCK INCCOM$107.5M1.07%155,510CommonSOLE
548661107LOWLOWES COS INCCOM$104.4M1.04%462,360CommonSOLE
75513E101RTXRtx Corporation Com$103.8M1.04%1,059,251CommonSOLE
883556102TMOThermo Fisher Scientific Inc$103.5M1.03%198,366CommonSOLE
002824101ABBOTT LABSCOM$103.0M1.03%944,431CommonSOLE
03073E105CORAmerisourceBergen Corp$101.3M1.01%526,290CommonSOLE
20030N101CMCSACOMCAST CORP NEW CL A$101.0M1.01%2,430,984CommonSOLE
084670702BRK/BBerkshire Hathaway Inc Cl B$100.2M1.00%293,940CommonSOLE
20825C104COPCONOCOPHILLIPS COM$100.1M1.00%966,016CommonSOLE
713448108PEPPEPSICO INCCOM$99.1M0.99%535,271CommonSOLE
02079K305GOOGLAlphabet Inc Cap Stock Cl A$97.3M0.97%812,463CommonSOLE
74340W103PLDPROLOGIS INCCOM$97.1M0.97%791,914CommonSOLE
00287Y109ABBVABBVIE INC COM$93.5M0.93%694,271CommonSOLE
573284106MLMMARTIN MARIETTA MATLS$92.4M0.92%200,115CommonSOLE
949746101WMT2WELLS FARGO CO NEW CO$90.8M0.91%2,126,318CommonSOLE
009158106APDAIR PRODS and CHEMS INC$90.4M0.90%301,944CommonSOLE
11135F101AVGOBroadcom Ltd$88.4M0.88%101,938CommonSOLE
126408103CSXCSX CORP COM$87.8M0.88%2,575,929CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$83.6M0.83%931,071CommonSOLE
149123101CATCATERPILLAR INCCOM$82.3M0.82%334,676CommonSOLE
416515104HIGHARTFORD FINL SVCS GR$81.1M0.81%1,125,449CommonSOLE
45866F104ICEIntercontinental Exchange Inc$80.0M0.80%707,306CommonSOLE
110122108BMYBristol Myers Squibb Co$79.0M0.79%1,236,006CommonSOLE
609207105MDLZMONDELEZ INTL INCCL A$78.2M0.78%1,071,961CommonSOLE
620076307MSIMOTOROLA SOLUTIONS IN$76.3M0.76%260,322CommonSOLE
68389X105ORCLORACLE CORPCOM$75.3M0.75%632,287CommonSOLE
099724106BWABorgWarner Inc$73.9M0.74%1,511,282CommonSOLE
03027X100AMTAMERICAN TOWER CORP N$73.6M0.74%379,731CommonSOLE
14949P208CIVIXCauseway Cap Mgmt Tr Intl Valu$71.0M0.71%3,718,837CommonSOLE
126650100CVSCVS HEALTH CORPCOM$70.3M0.70%1,017,580CommonSOLE
532457108LLYLILLY ELI and CO COM$70.1M0.70%149,563CommonSOLE
883203101TXTTEXTRON INCCOM$69.8M0.70%1,031,749CommonSOLE
70450Y103PYPLPaypal Holdings Inc$66.9M0.67%1,002,273CommonSOLE
524686524LMGNXLegg Mason Global Asset Manage$65.2M0.65%1,075,361CommonSOLE
438516106HONHONEYWELL INTL INC CO$64.2M0.64%309,324CommonSOLE
025816109AXPAMERICAN EXPRESS COCO$63.9M0.64%366,671CommonSOLE
G7496G103RNRRenaissanceRe Holdings Ltd$62.6M0.63%335,845CommonSOLE
52106N459GLIFXLazard Global Infra Inst$59.1M0.59%3,961,449CommonSOLE
35137L105FOXAFOX CORP CL A COM$58.7M0.59%1,726,046CommonSOLE
37045V100GMGENERAL MTRS COCOM$56.0M0.56%1,451,099CommonSOLE
595112103MUMICRON TECHNOLOGY INC$54.2M0.54%858,529CommonSOLE
478160104JNJJOHNSON and JOHNSONCOM$54.2M0.54%327,302CommonSOLE
65339F101NEENEXTERA ENERGY INC CO$53.0M0.53%713,645CommonSOLE
87612E106TGTTARGET CORPCOM$51.8M0.52%392,743CommonSOLE
682189105ONON SEMICONDUCTOR CORP$50.5M0.50%533,767CommonSOLE
023135106AMZNAMAZON COM INC COM$50.3M0.50%386,042CommonSOLE
78409V104SPGISandP GLOBAL INC COM$49.9M0.50%124,416CommonSOLE
H1467J104CBChubb Limited$44.4M0.44%230,397CommonSOLE
98389B100XELXCEL ENERGY INCCOM$44.3M0.44%711,793CommonSOLE
172967424CCitigroup Inc$44.0M0.44%955,909CommonSOLE
844741108LUVSOUTHWEST AIRLS CO CO$43.5M0.43%1,200,875CommonSOLE
14448C104CARRCarrier Global Corporation Com$41.9M0.42%843,603CommonSOLE
92343V104VZVerizon Communications Inc$41.7M0.42%1,122,565CommonSOLE
902494103TSNTYSON FOODS INCCL A$41.5M0.41%813,308CommonSOLE
780259305SHELShell PLC Spon ADS$40.6M0.41%672,220CommonSOLE
237194105DRIDARDEN RESTAURANTS IN$40.5M0.40%242,447CommonSOLE
74460D109PSAPUBLIC STORAGE COM$40.0M0.40%137,122CommonSOLE
29472R108ELSEquity Lifestyle Properties In$40.0M0.40%597,347CommonSOLE
0075W0825CAMWXAdvisors Inner Circle Fund Cam$39.9M0.40%1,508,368CommonSOLE
742718109PGPROCTER AND GAMBLE CO$39.0M0.39%257,006CommonSOLE
744320102PRUPRUDENTIAL FINL INCCO$39.0M0.39%441,672CommonSOLE
744573106PEGPublic Service Enterprise Grou$38.9M0.39%621,569CommonSOLE
26875P101EOGEOG RES INCCOM$38.9M0.39%339,660CommonSOLE
58155Q103MCKMcKesson Corp$38.7M0.39%90,498CommonSOLE
231021106CMICummins Inc$37.3M0.37%152,153CommonSOLE
857477103STTState Street Corp$36.3M0.36%495,428CommonSOLE
464287200IVViShares Core SandP 500 ETF$36.1M0.36%80,912CommonSOLE
291011104EMREmerson Electric Co$35.2M0.35%389,188CommonSOLE
690742101OCOWENS CORNING NEWCOM$34.6M0.35%264,805CommonSOLE
G1151C101ACNAccenture PLC Ireland Class A$34.3M0.34%111,230CommonSOLE
78467J100SSNCSSandC Technologies Holdings Inc$33.1M0.33%546,730CommonSOLE
539830109LMTLockheed Martin Corp$32.8M0.33%71,251CommonSOLE
003261203BCDAbrdn Etfs Bbrg All Commdy$31.6M0.32%990,770CommonSOLE
718546104PSXPHILLIPS 66COM$31.0M0.31%325,043CommonSOLE
369604301GEGeneral Electric Co$30.7M0.31%279,052CommonSOLE
57636Q104MAMasterCard Incorporated Cl A$30.6M0.31%77,702CommonSOLE
78463X509SPEMSPDR Portfolio Emg MK$30.0M0.30%872,178CommonSOLE
38747R108COMBGraniteShares Bloomberg Commod$29.9M0.30%1,446,530CommonSOLE
00724F101ADBEAdobe Inc$29.3M0.29%59,876CommonSOLE
466313103JBLJabil Inc$29.2M0.29%270,900CommonSOLE
17275R102CSCOCisco Systems Inc$28.9M0.29%557,757CommonSOLE
136375102CNICanadian National Railway Co$28.6M0.29%236,553CommonSOLE
89417E109TRVTravelers Companies Inc$28.2M0.28%162,375CommonSOLE
02079K107GOOGAlphabet Inc Cap Stock Cl C$27.2M0.27%225,057CommonSOLE
05352A100AVTRAVANTOR INCCOM$27.0M0.27%1,316,842CommonSOLE
46432F842IEFAiShares Core MSCI EAFE$27.0M0.27%399,266CommonSOLE
166764100CVXChevron Corp$26.6M0.27%169,249CommonSOLE
67066G104NVDANVIDIA CORPORATION CO$26.4M0.26%62,316CommonSOLE
020002101ALLALLSTATE CORPCOM$26.0M0.26%238,695CommonSOLE
418056107HASHasbro Inc$26.0M0.26%401,564CommonSOLE
207410101CNMDConmed Corp$26.0M0.26%191,168CommonSOLE
053611109AVYAvery Dennison Corp$26.0M0.26%151,191CommonSOLE
745867101PHMPulte Group Inc$25.6M0.26%329,261CommonSOLE
149498107CEMIXCauseway Emerg Mkt Fund Inst C$25.5M0.25%2,639,837CommonSOLE
09857L108BKNGBooking Holdings Inc$22.8M0.23%8,439CommonSOLE
78463X889SPDWSPDR Portfolio Devlpd$22.8M0.23%700,272CommonSOLE
447011107HUNHUNTSMAN CORPCOM$22.7M0.23%841,024CommonSOLE
85208M102SFMSprouts Farmers Mkt Inc$22.6M0.23%614,449CommonSOLE
412295875HLMRXHarding Loevner Funds Inc Intl$22.2M0.22%1,267,702CommonSOLE
071813109BAXBaxter Intl Inc$21.9M0.22%480,317CommonSOLE
24906P109XRAYDENTSPLY Sirona Inc$21.5M0.22%538,455CommonSOLE
521865204LEALear Corp$21.5M0.22%150,096CommonSOLE
30063P105EXKEXACT SCIENCES CORPCO$21.5M0.22%229,382CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$21.4M0.21%46,979CommonSOLE
26614N102DDDuPont de Nemours Inc$21.2M0.21%296,106CommonSOLE
23355L106DXCDXC Technology Co$21.1M0.21%789,327CommonSOLE
458140100INTCIntel Corp$21.0M0.21%628,844CommonSOLE
459506101IFFInternational Flavors and Fragra$21.0M0.21%264,019CommonSOLE
515098101LSTRLandstar Systems Inc$20.9M0.21%108,469CommonSOLE
192422103CGNXCognex Corp$20.5M0.21%366,391CommonSOLE
683344105ONTOOnto Innovation Inc Com$19.8M0.20%170,345CommonSOLE
806407102HSICSchein Henry Inc$19.8M0.20%244,337CommonSOLE
693475105PNCPNC Financial Services Group I$19.7M0.20%156,268CommonSOLE
06417N103OZKBank Ozk$19.5M0.19%484,326CommonSOLE
03524A108BUDAnheuser-Busch InBev SA NV Sp$19.4M0.19%341,752CommonSOLE
17888H103CIVICivitas Resources Inc Com New$19.1M0.19%275,434CommonSOLE
30212P303EXPEExpedia Group Inc$18.9M0.19%172,963CommonSOLE
596278101MIDDMiddleby Corp$18.1M0.18%122,732CommonSOLE
832696405SJMSmucker J M Co$17.8M0.18%120,785CommonSOLE
750917106RMBSRambus Inc$17.8M0.18%277,880CommonSOLE
89832Q109TFCTRUIST FINL CORP COM$17.7M0.18%583,285CommonSOLE
47103A583JERIXJanus Henderson Global Real Es$17.7M0.18%1,575,070CommonSOLE
701765505PFPMXParnassus Fund Mid Cap Inst$17.6M0.18%494,940CommonSOLE
855244109SBUXSTARBUCKS CORP COM$17.5M0.18%177,091CommonSOLE
20854L108CEIXEURCONSOL Energy Inc$17.5M0.17%257,434CommonSOLE
26884L109EQTEquity Corp$17.3M0.17%419,927CommonSOLE
84790A105SPBSpectrum Brands Holdings Inc$17.0M0.17%218,438CommonSOLE
094235108BLMNBLOOMIN BRANDS INC CO$16.8M0.17%625,702CommonSOLE
22160K105COSTCostco Wholesale Corp$16.8M0.17%31,134CommonSOLE
48020Q107JLLJones Lang LaSalle Inc$16.7M0.17%107,141CommonSOLE
204166102CVLTCommVault Systems Inc$16.5M0.16%226,812CommonSOLE
0075W0593CAMZXAdvisors Inner Circle Fund Cam$16.4M0.16%1,016,094CommonSOLE
410120109HWCHancock Whitney Corporation$16.1M0.16%418,746CommonSOLE
24790A101Denbury Inc$15.8M0.16%183,707CommonSOLE
437076102HDHome Depot Inc$15.6M0.16%50,107CommonSOLE
571903202MARMARRIOTT INTL INC NEW$15.5M0.16%84,494CommonSOLE
26856L103ELFE L F BEAUTY INC COM$15.4M0.15%134,415CommonSOLE
448579102HHyatt Hotels Corp Cl A$15.3M0.15%133,966CommonSOLE
G0084W101ADNTAdient PLC$15.3M0.15%400,437CommonSOLE
405024100HAEHAEMONETICS CORP MASS$15.3M0.15%179,863CommonSOLE
718172109PMPhilip Morris Intl Inc$15.2M0.15%156,157CommonSOLE
143130102KMXCarMax Inc$15.2M0.15%181,730CommonSOLE
073685109BECNUSDBeacon Roofing Supply Inc$15.1M0.15%182,305CommonSOLE
29261A100EHCEncompass Health Corp$15.1M0.15%222,770CommonSOLE
758849103REGRegency Centers Corp$15.0M0.15%242,663CommonSOLE
512807108LRCXEURLam Research Corp$14.9M0.15%23,254CommonSOLE
26969P108EXPEagle Materials Inc$14.7M0.15%78,933CommonSOLE
78464A805SPTMSPDR Portfolio Tl Stock$14.5M0.14%266,200CommonSOLE
339750101FNDFloor and Decor Holdings Inc Cl$14.4M0.14%138,656CommonSOLE
001744101AMNAMN Healthcare Services Inc$14.4M0.14%132,076CommonSOLE
48242W106KBRKBR Inc$14.3M0.14%219,060CommonSOLE
830566105SKAASkechers USA Inc Cl A$14.0M0.14%266,042CommonSOLE
45780R101IBPInstalled Building Prods Inc$14.0M0.14%99,888CommonSOLE
92826C839VVisa Inc Cl A$13.8M0.14%58,318CommonSOLE
192446102CTSHCognizant Technology Solutions$13.8M0.14%210,839CommonSOLE
292562105WIREEUREncore Wire Corp$13.4M0.13%72,190CommonSOLE
12514G108CDWCDW Corp$13.4M0.13%72,847CommonSOLE
68213N109OMCLOmnicell Inc$13.4M0.13%181,351CommonSOLE
053015103ADPAutomatic Data Processing Inc$13.2M0.13%59,973CommonSOLE
928298108VSHVishay Intertechnology Inc$13.2M0.13%447,437CommonSOLE
739276103POWIPower Integrations Inc$13.1M0.13%138,716CommonSOLE
452327109ILMNIllumina Inc$13.1M0.13%69,905CommonSOLE
82983N108SB9Sitio Royalties Corp Class A C$13.1M0.13%497,088CommonSOLE
44980X109IPGPIPG Photonics Corp$12.9M0.13%95,268CommonSOLE
G54950103LINLINDE PLCSHS$12.9M0.13%33,762CommonSOLE
983134107WYNNWynn Resorts Ltd$12.9M0.13%121,756CommonSOLE
256677105DGDollar General Corp$12.9M0.13%75,711CommonSOLE
023436108AMEDAmedisys Inc$12.8M0.13%140,441CommonSOLE
G5960L103MDTMedtronic PLC$12.8M0.13%144,916CommonSOLE
922908710VFIAXVanguard 500 Index Admir$12.6M0.13%30,680CommonSOLE
98311A105WHWyndham Hotels and Resorts Inc$12.2M0.12%177,771CommonSOLE
67098H104OIOI Glass Inc$12.2M0.12%569,899CommonSOLE
882508104TXNTexas Instruments Inc$12.0M0.12%66,595CommonSOLE
81369Y803XLKSelect Sector SPDR Tr Technolo$11.7M0.12%67,481CommonSOLE
441593100HLIHoulihan Lokey Inc Cl A$11.6M0.12%117,960CommonSOLE
74164M108PRIPrimerica Inc$11.6M0.12%58,457CommonSOLE
859241101STRLSTERLING INFRASTRUCTU$11.5M0.11%205,655CommonSOLE
64110L106NFLXNETFLIX INCCOM$11.2M0.11%25,489CommonSOLE
98421M106XRXXerox Holdings Corp$11.1M0.11%748,123CommonSOLE
526057104LENLennar Corp Cl A$11.0M0.11%88,122CommonSOLE
413197104HRMYHarmony Biosciences Holdings I$11.0M0.11%313,047CommonSOLE
127203107WHDCactus Inc Cl A$10.8M0.11%254,945CommonSOLE
254543101DIODDIODES INC COM$10.7M0.11%115,963CommonSOLE
464287655IWMiShares Russell 2000 ETF$10.7M0.11%57,196CommonSOLE
023608102AEEAmeren Corp$10.6M0.11%130,287CommonSOLE
099502106BAHBooz Allen Hamilton Holding Co$10.5M0.10%93,860CommonSOLE
00508Y102AYIAcuity Brands Inc$10.5M0.10%64,174CommonSOLE
077454106BDCBELDEN INC COM$10.3M0.10%107,392CommonSOLE
047649108ATKRATKORE INC COM$10.2M0.10%65,404CommonSOLE
580135101MCDMcDonalds Corp$10.1M0.10%33,808CommonSOLE
056525108BMIBadger Meter Inc$10.0M0.10%67,927CommonSOLE
83088M102SWKSSkyworks Solutions Inc$10.0M0.10%90,131CommonSOLE
67103H107ORLYO Reilly Automotive Inc$10.0M0.10%10,420CommonSOLE
G02602103DOXAMDOCS LTD SHS$9.8M0.10%99,540CommonSOLE
032654105ADIAnalog Devices Inc$9.8M0.10%50,435CommonSOLE
29355X107NPOENPRO INDS INC COM$9.6M0.10%71,926CommonSOLE
464288372IGFiShares Global Infrast ETF$9.6M0.10%204,119CommonSOLE
03784Y200APLEApple Hospitality REIT Inc$9.5M0.09%627,090CommonSOLE
830830105SKYSkyline Champion Corporation$9.5M0.09%144,754CommonSOLE
45778Q107NSPInsperity Inc$9.4M0.09%79,386CommonSOLE
4315711089HIHILLENBRAND INCCOM$9.3M0.09%182,201CommonSOLE
194014502ENOVENOVIS CORPORATION CO$9.3M0.09%145,336CommonSOLE
G8766E109TGHEURTEXTAINER GROUP HOLDI$9.2M0.09%234,122CommonSOLE
831865209AOSSmith A O$9.0M0.09%123,620CommonSOLE
48666K109KBHKB HOMECOM$9.0M0.09%173,473CommonSOLE
10316T104BOXBOX INCCL A$8.9M0.09%302,206CommonSOLE
29977A105EVREvercore Inc Class A$8.8M0.09%71,358CommonSOLE
194162103CLColgate Palmolive Co$8.7M0.09%113,261CommonSOLE
911312106UPSUnited Parcel Service Inc Cl B$8.7M0.09%48,469CommonSOLE
002824100ABTAbbott Laboratories$8.6M0.09%78,812CommonSOLE
235851102DHRDanaher Corp$8.6M0.09%35,736CommonSOLE
835495102SONSonoco Prods Co$8.6M0.09%145,204CommonSOLE
516544103LNTHLANTHEUS HLDGS INC CO$8.5M0.09%101,500CommonSOLE
917047102URBNUrban Outfitters Inc$8.5M0.08%256,014CommonSOLE
109696104BCOBrinks Co$8.5M0.08%124,790CommonSOLE
736508847PORPORTLAND GEN ELEC CO$8.4M0.08%179,928CommonSOLE
78462F103SPYSPDR SandP 500 ETF Tr$8.4M0.08%18,864CommonSOLE
985817105YELPYelp Inc Cl A$8.2M0.08%225,786CommonSOLE
74112D101PBHPRESTIGE CONSMR HEALT$8.2M0.08%138,029CommonSOLE
23204G100CUBICustomers Bancorp Inc$8.1M0.08%267,669CommonSOLE
036752103ELVElevance Health Inc Com$8.0M0.08%18,054CommonSOLE
42726M106HERITAGE CRYSTAL CLEA$8.0M0.08%211,612CommonSOLE
55405W104MYRGMYR GROUP INC DELCOM$8.0M0.08%57,682CommonSOLE
302130109EXPDExpeditors Intl Wash Inc$8.0M0.08%65,686CommonSOLE
880779103TEXTerex Corp$7.9M0.08%131,268CommonSOLE
61775R105MORFUSDMorphic Holding Inc$7.8M0.08%136,913CommonSOLE
020764106AMRAlpha Metallurgical Resources$7.7M0.08%47,077CommonSOLE
218352102CORTCorcept Therapeutics Inc$7.7M0.08%346,471CommonSOLE
247361702DALDelta Air Lines Inc$7.7M0.08%162,155CommonSOLE
872540109TJXTJX COS INC NEWCOM$7.6M0.08%90,099CommonSOLE
464287705IJJiShares SandP Mc 400VL ETF$7.6M0.08%71,184CommonSOLE
36266G107GEHCGE Healthcare Technologies Inc$7.6M0.08%93,701CommonSOLE
98978V103ZTSZOETIS INC CL A$7.5M0.08%43,785CommonSOLE
27923Q109ECVTECOVYST INCCOM$7.5M0.08%656,955CommonSOLE
30214U102EXPOExponent Inc$7.5M0.08%80,512CommonSOLE
931142103WMTWalMart Inc$7.5M0.07%47,678CommonSOLE
464288273SCZiShares EAFE Small Cap ETF$7.4M0.07%126,044CommonSOLE
464287762IYHiShares US Healthcare ETF$7.4M0.07%26,517CommonSOLE
913259107UTLUNITIL CORPCOM$7.4M0.07%145,572CommonSOLE
79466L302CRMSALESFORCE INC COM$7.2M0.07%33,987CommonSOLE
464287606IJKiShares SandP Mc 400Gr ETF$7.2M0.07%95,677CommonSOLE
436893200HOMBHOME BANCSHARES INCCO$7.2M0.07%313,804CommonSOLE
46120E602ISRGIntuitive Surgical Inc$7.1M0.07%20,834CommonSOLE
88160R101TSLATESLA INCCOM$7.1M0.07%27,205CommonSOLE
12653C108CNXCNX Resources Corporation$6.9M0.07%390,038CommonSOLE
559663109MGYMAGNOLIA OIL and GAS CO$6.9M0.07%330,081CommonSOLE
78377T107RHPRyman Hospitality Properties I$6.9M0.07%73,995CommonSOLE
81282V100PRKSSEAWORLD ENTMT INC CO$6.9M0.07%122,576CommonSOLE
82981J109SITCUSDSITE CTRS CORP COM$6.9M0.07%519,196CommonSOLE
012348108AINAlbany Intl Corp Cl A$6.8M0.07%73,190CommonSOLE
00773T101ASIXADVANSIX INC COM$6.7M0.07%190,685CommonSOLE
28035Q102EPCEDGEWELL PERS CARE CO$6.7M0.07%161,464CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$6.6M0.07%97,292CommonSOLE
124805102CBZCBIZ INC COM$6.6M0.07%123,701CommonSOLE
43283X105HGVHILTON GRAND VACATION$6.5M0.07%143,954CommonSOLE
156504300CCSCentury Communities Inc$6.5M0.07%85,348CommonSOLE
29362U104ENTGEntegris Inc$6.5M0.07%58,887CommonSOLE
21036P108STZConstellation Brands Inc Cl A$6.5M0.07%26,456CommonSOLE
499049104KNXKNIGHT SWIFT TRANSN H$6.5M0.06%116,911CommonSOLE
90346E103SLCAUSDUS Silica Holdings Inc$6.5M0.06%532,584CommonSOLE
464287499IWRiShares Rus Mid Cap ETF$6.4M0.06%87,968CommonSOLE
32054K103FRFIRST INDL RLTY TR IN$6.4M0.06%121,514CommonSOLE
30040P103EVTCEvertec Inc$6.4M0.06%172,663CommonSOLE
826919102SLABSILICON LABORATORIES$6.4M0.06%40,303CommonSOLE
031162100AMGNAmgen Inc$6.4M0.06%28,618CommonSOLE
78469C103SPUSDSP PLUS CORP COM$6.3M0.06%160,572CommonSOLE
238337109PLAYDAVE and BUSTERS ENTMT$6.3M0.06%140,810CommonSOLE
37247D106GNWGenworth Financial Inc Cl A$6.2M0.06%1,246,431CommonSOLE
729640102PLYMPLYMOUTH INDL REIT IN$6.2M0.06%269,054CommonSOLE
254423106DINDine Brands Global Inc$6.2M0.06%106,597CommonSOLE
F21107101CSTMCONSTELLIUM SE CL A S$6.1M0.06%355,469CommonSOLE
02081G201ATECALPHATEC HLDGS INC CO$6.1M0.06%339,493CommonSOLE
816300107SIGISELECTIVE INS GROUP I$6.1M0.06%63,084CommonSOLE
19247G107COHRCOHERENT CORPCOM$6.0M0.06%118,643CommonSOLE
48123V102ZDZIFF DAVIS INC COM$6.0M0.06%86,325CommonSOLE
88224Q107TCBITexas Capital Bancshares Inc$6.0M0.06%115,654CommonSOLE
81369Y308XLPSelect Sector SPDR Consumer St$6.0M0.06%80,301CommonSOLE
46434G103IEMGiShares Core MSCI Emerg Mkt$6.0M0.06%120,727CommonSOLE
49926D109KNKnowles Corp$5.9M0.06%328,369CommonSOLE
00402L107ASOACADEMY SPORTS and OUTD$5.9M0.06%109,324CommonSOLE
860630102SFSTIFEL FINL CORP COM$5.9M0.06%98,843CommonSOLE
27032D304EARTHSTONE ENERGY INC$5.8M0.06%404,379CommonSOLE
12740C103CADECADENCE BANK COM$5.7M0.06%291,198CommonSOLE
001055102AFLAflac Inc$5.7M0.06%81,346CommonSOLE
801056102SANMSANMINA CORPORATIONCO$5.7M0.06%94,177CommonSOLE
15118V207CELHCelsius Holdings Inc$5.7M0.06%37,891CommonSOLE
929740108WABWabtec Corp$5.6M0.06%50,719CommonSOLE
556269108SHOOMADDEN STEVEN LTDCOM$5.5M0.05%167,835CommonSOLE
72407810062CPiper Sandler Companies$5.5M0.05%42,419CommonSOLE
81369Y704XLISelect Sector SPDR Industrials$5.5M0.05%50,869CommonSOLE
71601V105WOOFPETCO HEALTH and WELLNE$5.4M0.05%610,626CommonSOLE
536797103LADLITHIA MTRS INCCOM$5.4M0.05%17,751CommonSOLE
14575E105CARSCars Com Inc$5.4M0.05%272,219CommonSOLE
98956A105ZETAZETA GLOBAL HOLDINGS$5.4M0.05%631,778CommonSOLE
35243J101FBRTFranklin Bsp Realty Trust Inc$5.4M0.05%379,270CommonSOLE
192576106COHUCOHU INC COM$5.4M0.05%129,188CommonSOLE
252784301DRHDIAMONDROCK HOSPITALI$5.4M0.05%669,539CommonSOLE
01748X102ALGTAllegiant Travel Co$5.3M0.05%42,310CommonSOLE
038222105AMATApplied Materials Inc$5.3M0.05%36,803CommonSOLE
464287879IJSiShares SP Smcp600vl ETF$5.2M0.05%55,208CommonSOLE
40637H109HALOHALOZYME THERAPEUTICS$5.2M0.05%145,353CommonSOLE
G0176J109ALLEAllegion Pub Ltd Co$5.2M0.05%43,416CommonSOLE
00653Q102AHCOADAPTHEALTH CORP COMM$5.2M0.05%427,543CommonSOLE
808513105SCHWSCHWAB CHARLES CORPCO$5.2M0.05%91,727CommonSOLE
10258P102LUCKBOWLERO CORP CL A COM$5.2M0.05%444,660CommonSOLE
024061103DCHAmerican Axle and Manufacturing$5.2M0.05%623,507CommonSOLE
464287887IJTiShares SandP Small 600 Gwt$5.1M0.05%44,757CommonSOLE
G5005R107JRVRJAMES RIV GROUP LTDCO$5.1M0.05%281,238CommonSOLE
11133T103BRBroadridge Financial Solutions$5.1M0.05%30,819CommonSOLE
13100M509CALXCALIX INCCOM$5.1M0.05%101,232CommonSOLE
42704L104HRIHERC HLDGS INC COM$5.0M0.05%36,704CommonSOLE
63938C108NAVINavient Corporation$5.0M0.05%266,887CommonSOLE
11275Q1071939900DBrookfield Infrastructure Corp$4.9M0.05%108,582CommonSOLE
006739106ADUSADDUS HOMECARE CORPCO$4.9M0.05%53,347CommonSOLE
761330109RVNCEURREVANCE THERAPEUTICS$4.9M0.05%195,290CommonSOLE
46571Y107IIIVI3 VERTICALS INC COM$4.8M0.05%211,249CommonSOLE
691497309OXMOxford Industries Inc$4.8M0.05%48,727CommonSOLE
172755100CRUSCirrus Logic Inc$4.8M0.05%58,696CommonSOLE
922040100VINIXVanguard Inst$4.8M0.05%12,794CommonSOLE
Y0207T100ASCArdmore Shipping Corp$4.7M0.05%384,308CommonSOLE
750236101RDNRADIAN GROUP INC COM$4.7M0.05%187,735CommonSOLE
74340E103PGNYPROGYNY INCCOM$4.7M0.05%119,001CommonSOLE
81369Y506XLESelect Sector SPDR Tr Energy$4.7M0.05%57,567CommonSOLE
46434V647REETiShares Global REIT ETF$4.7M0.05%202,939CommonSOLE
65341D102NXRTNEXPOINT RESIDENTIAL$4.6M0.05%101,277CommonSOLE
447462102HURNHURON CONSULTING GROU$4.6M0.05%54,183CommonSOLE
863667101SYKStryker Corp$4.6M0.05%14,924CommonSOLE
90337L108USPHUS Physical Therapy Inc$4.5M0.05%37,219CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N$4.5M0.05%22,026CommonSOLE
68752M108OFIXORTHOFIX MED INC COM$4.5M0.04%249,165CommonSOLE
75700L108RRRRed Rock Resorts Inc Cl A$4.5M0.04%96,098CommonSOLE
36237H101GIIIG-III Apparel Group Ltd$4.5M0.04%233,181CommonSOLE
03152W109AM6AMICUS THERAPEUTICS I$4.5M0.04%357,586CommonSOLE
675232102OIIOCEANEERING INTL INC$4.5M0.04%239,376CommonSOLE
G0403H108AONAON PLC Cl A$4.5M0.04%12,934CommonSOLE
03957W106AROCArchrock Inc$4.4M0.04%433,907CommonSOLE
00206R102TATandT INC COM$4.4M0.04%278,546CommonSOLE
80689H102SNDRSCHNEIDER NATIONAL IN$4.4M0.04%154,089CommonSOLE
293712105EFSCENTERPRISE FINL SVCS$4.4M0.04%112,467CommonSOLE
670703107NUVLNuvalent Inc$4.4M0.04%103,712CommonSOLE
811707801SBCFSEACOAST BKG CORP FLA$4.4M0.04%197,324CommonSOLE
74758T303QLYSQualys Inc$4.3M0.04%33,632CommonSOLE
452308109ITWIllinois Tool Works Inc$4.3M0.04%17,338CommonSOLE
64115T104NTCTNetScout Systems Inc$4.3M0.04%138,064CommonSOLE
654106103NKENike Inc Cl B$4.2M0.04%37,733CommonSOLE
057665200BCPCBalchem Corp$4.2M0.04%30,831CommonSOLE
64828T201RITMRithm Capital Corp$4.2M0.04%444,072CommonSOLE
464287614IWFiShares Russell 1000 Growth ET$4.1M0.04%15,027CommonSOLE
095229100AVANTAX INCCOM$4.1M0.04%184,077CommonSOLE
575385109DOORUSDMASONITE INTL CORP CO$4.1M0.04%40,159CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE$4.1M0.04%27,858CommonSOLE
82452J109FOURShift4 Pmts Inc Cl A$4.1M0.04%60,355CommonSOLE
02553E106AEOAMERICAN EAGLE OUTFIT$4.1M0.04%346,969CommonSOLE
74366E102PTGXPROTAGONIST THERAPEUT$4.1M0.04%147,048CommonSOLE
127387108CDNSCadence Design System Inc$4.0M0.04%17,213CommonSOLE
574599106MASMasco Corp$4.0M0.04%70,116CommonSOLE
075887109BDXBecton Dickinson and Co$4.0M0.04%15,163CommonSOLE
502431109LHXL3harris Technologies Inc$4.0M0.04%20,377CommonSOLE
008492100ADCAGREE RLTY CORPCOM$4.0M0.04%60,795CommonSOLE
369550108GDGeneral Dynamics Corp$4.0M0.04%18,390CommonSOLE
808524797SCHDSchwab US Dividend Equity ETF$3.9M0.04%54,295CommonSOLE
05550J101BJBjs Whsl Club Holdings Inc$3.9M0.04%61,937CommonSOLE
00404A109ACHCACADIA HEALTHCARE COM$3.9M0.04%48,421CommonSOLE
92939U106WECWec Energy Group Inc$3.8M0.04%43,461CommonSOLE
088929104BGCBGC Partners Inc Cl A$3.8M0.04%865,367CommonSOLE
90984P303UCBUNITED CMNTY BKS BLAI$3.8M0.04%153,038CommonSOLE
64125C109NBIXNeurocrine Biosciences Inc$3.8M0.04%40,365CommonSOLE
426281101JKHYHenry Jack and Assoc Inc$3.8M0.04%22,747CommonSOLE
28176E108EWEdwards Lifesciences Corp$3.8M0.04%40,139CommonSOLE
907818108UNPUnion Pacific Corp$3.8M0.04%18,381CommonSOLE
20451Q104CODICompass Diversified$3.7M0.04%172,835CommonSOLE
500754106KHCKRAFT HEINZ CO COM$3.7M0.04%105,582CommonSOLE
04963C209ATRCATRICURE INC COM$3.7M0.04%74,742CommonSOLE
81369Y605XLFSelect Sector SPDR Financial$3.7M0.04%108,903CommonSOLE
381430503GSLCGoldman Sachs Etf Tr Activebet$3.7M0.04%41,949CommonSOLE
858119100STLDSteel Dynamics Inc$3.6M0.04%32,870CommonSOLE
064058100BKBank New York Mellon Corp$3.6M0.04%80,281CommonSOLE
09180C106BJRIBJS RESTAURANTS INCCO$3.5M0.04%111,573CommonSOLE
704326107PAYXPaychex Inc$3.5M0.04%31,459CommonSOLE
921908844VIGVanguard Group Div Apprec ETF$3.5M0.04%21,574CommonSOLE
115236101BROBrown and Brown Inc$3.5M0.03%50,669CommonSOLE
922908652VXFVanguard Extend Mkt ETF$3.5M0.03%23,282CommonSOLE
922908736VUGVanguard Growth ETF$3.4M0.03%12,102CommonSOLE
303075105FDSFactSet Research Systems Inc$3.4M0.03%8,509CommonSOLE
85209W109SPTSPROUT SOCIAL INCCOM$3.4M0.03%73,204CommonSOLE
05368V106AVNTAVIENT CORPORATION CO$3.3M0.03%81,644CommonSOLE
38147U107GSBDGoldman Sachs BDC Inc$3.3M0.03%237,224CommonSOLE
11120U105BRXBRIXMOR PPTY GROUP IN$3.2M0.03%147,196CommonSOLE
25159L406RRGIXDeutsche Secs Tr Dws Rref Gblr$3.2M0.03%500,298CommonSOLE
81730H109SSENTINELONE INCCL A$3.2M0.03%213,391CommonSOLE
90400D108RAREULTRAGENYX PHARMACEUT$3.2M0.03%69,663CommonSOLE
87612E107TARGET CORPORATION$3.2M0.03%24,289CommonSOLE
693506107PPGPPG Industries Inc$3.1M0.03%21,187CommonSOLE
483007704KALUKAISER ALUMINUM CORP$3.1M0.03%42,672CommonSOLE
922908744VTVVanguard Value ETF$3.0M0.03%21,433CommonSOLE
921943858VEAVanguard Tax Mgd FTSE Dev Mkt$3.0M0.03%65,929CommonSOLE
14149Y108CAHCardinal Health Inc$3.0M0.03%31,938CommonSOLE
887389104TKRTIMKEN COCOM$3.0M0.03%32,695CommonSOLE
45168D104IDXXIdexx Laboratories Inc$3.0M0.03%5,875CommonSOLE
68621T102OBKORIGIN BANCORP INC CO$2.9M0.03%98,171CommonSOLE
487836108KKellogg Co$2.9M0.03%42,673CommonSOLE
693718108PCARPaccar Inc$2.9M0.03%34,181CommonSOLE
81369Y407XLYSelect Sector SPDR Cons Discre$2.8M0.03%16,688CommonSOLE
89417E108TRAVELERS COMPANIES I$2.8M0.03%16,213CommonSOLE
86745K104NOVAQSUNNOVA ENERGY INTL I$2.8M0.03%152,522CommonSOLE
60783X104MODVQMODIVCARE INCCOM$2.8M0.03%61,210CommonSOLE
459200101IBMIntl Business Machines$2.8M0.03%20,559CommonSOLE
817565104SCISERVICE CORP INTLCOM$2.7M0.03%41,073CommonSOLE
74736K101QRVOQorvo Inc$2.6M0.03%25,965CommonSOLE
501044101KRKroger Co$2.6M0.03%55,626CommonSOLE
74144T108TROWPrice T Rowe Group Inc$2.6M0.03%23,006CommonSOLE
756109104ORealty Income Corp$2.5M0.03%42,306CommonSOLE
58506Q109MEDPMEDPACE HLDGS INCCOM$2.5M0.03%10,532CommonSOLE
90278Q108UFPIUFP INDUSTRIES INC CO$2.5M0.02%25,384CommonSOLE
G8994E103TTTrane Technologies Plc$2.4M0.02%12,743CommonSOLE
922908553VNQVanguard Real Estate ETF$2.4M0.02%28,979CommonSOLE
05368M106PPHMEURAVID BIOSERVICES INC$2.4M0.02%172,762CommonSOLE
115637209BF/BBrown Forman Corp Cl B$2.3M0.02%35,013CommonSOLE
922908751VBVanguard Small Cap ETF$2.3M0.02%11,739CommonSOLE
384802104GWWGrainger W W Inc$2.3M0.02%2,931CommonSOLE
42722X106HFWAHERITAGE FINL CORP WA$2.3M0.02%140,936CommonSOLE
03076C106AMPAmeriprise Financial Inc$2.2M0.02%6,664CommonSOLE
MFKABOUT9Kabouter International Opportu$2.1M0.02%3CommonNONE
92343E102VRSNVeriSign Inc$2.1M0.02%9,356CommonSOLE
74834L100DGXQuest Diagnostics Inc$2.1M0.02%14,934CommonSOLE
13646K108CPCanadian Pacific Kansas City C$2.1M0.02%25,973CommonSOLE
922042858VWOVanguard FTSE Emerg Mkt ETF$2.1M0.02%51,048CommonSOLE
595017104MCHPMicrochip Technology Inc$2.1M0.02%22,883CommonSOLE
302941109FCNFTI CONSULTING INC CO$2.0M0.02%10,710CommonSOLE
46137V613PRFInvesco Exchange Traded Fund T$2.0M0.02%12,440CommonNONE
91913Y100VLOValero Energy Corp$2.0M0.02%17,222CommonSOLE
462260100IOVAIOVANCE BIOTHERAPEUTI$2.0M0.02%284,181CommonSOLE
828806109SPGSimon Property Group Inc$2.0M0.02%17,297CommonSOLE
191216100KOCoca Cola Co$2.0M0.02%33,077CommonSOLE
12572Q105CMECME Group Inc Cl A$2.0M0.02%10,740CommonSOLE
92846Q107COCOVITA COCO CO INC COM$2.0M0.02%73,184CommonSOLE
464287713IYZiShares US Tele ETF$2.0M0.02%88,481CommonSOLE
589889104MMSIMerit Med Systems Inc$2.0M0.02%23,327CommonSOLE
25278X109FANGDiamondback Energy Inc$1.9M0.02%14,692CommonSOLE
46982L108JJACOBS SOLUTIONS INC$1.9M0.02%16,230CommonSOLE
579780206MKCMcCormick and Co Inc Non Vtg$1.9M0.02%21,927CommonSOLE
370334104GISGeneral Mills Inc$1.9M0.02%24,920CommonSOLE
40434L105HPQHp Inc$1.9M0.02%61,737CommonSOLE
697435105PANWPalo Alto Networks Inc$1.9M0.02%7,332CommonSOLE
150870103CECELANESE CORP DELCOM$1.8M0.02%15,950CommonSOLE
22052L104CTVACORTEVA INCCOM$1.8M0.02%31,868CommonSOLE
388689101GPKGRAPHIC PACKAGING HLD$1.8M0.02%74,850CommonSOLE
278642103EBAYeBay Inc$1.8M0.02%40,160CommonSOLE
76156B107RVLVREVOLVE GROUP INCCL A$1.8M0.02%108,381CommonSOLE
224408104CRCRANE COMPANYCOMMON S$1.8M0.02%19,785CommonSOLE
003021714ABEMXAberdeen Emerg Mkt Inst$1.7M0.02%129,798CommonNONE
12541W209CHRWC H Robinson Worldwide Inc$1.7M0.02%18,077CommonSOLE
406216101HALHalliburton Co$1.7M0.02%51,663CommonSOLE
65473P105NINISOURCE INC COM$1.7M0.02%62,030CommonSOLE
278865100ECLEcolab Inc$1.7M0.02%9,046CommonSOLE
59522J103MAAMID-AMER APT CMNTYS I$1.7M0.02%11,091CommonSOLE
337738108FISVFiserv Inc$1.7M0.02%13,159CommonSOLE
921909818VTIAXVanguard Tl Int Stock Index$1.7M0.02%54,963CommonNONE
097023105BABoeing Co$1.6M0.02%7,791CommonSOLE
189054109CLXClorox Co$1.6M0.02%10,307CommonSOLE
243537107DECKDeckers Outdoor Corp$1.6M0.02%3,102CommonSOLE
78463M107SPSCSPS Communications Inc$1.6M0.02%8,221CommonSOLE
842587107SOSouthern Co$1.6M0.02%22,405CommonSOLE
200525103CBSHCommerce Bancshares Inc$1.5M0.02%31,766CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS$1.5M0.02%12,358CommonSOLE
12008R107BLDRBuilders FirstSource Inc$1.5M0.02%11,210CommonSOLE
747525103QCOMQualcomm Inc$1.5M0.02%12,710CommonSOLE
29444U700EQIXEquinix Inc$1.5M0.01%1,905CommonSOLE
824348106SHWSherwin Williams Co$1.5M0.01%5,572CommonSOLE
40412C101HCAHCA Healthcare Inc$1.5M0.01%4,832CommonSOLE
98156Q108World Wrestling Entertainment$1.4M0.01%13,324CommonSOLE
98419M100XYLXylem Inc$1.4M0.01%12,490CommonSOLE
92345Y106VRSKVerisk Analytics Inc$1.4M0.01%6,213CommonSOLE
44109J106HOSTESS BRANDS INC CL$1.4M0.01%54,280CommonSOLE
464287598IWDiShares Russell 1000 Val ETF$1.4M0.01%8,686CommonSOLE
778296103ROSTRoss Stores Inc$1.4M0.01%12,216CommonSOLE
413838723OANIXHarris Assoc Inv Tr Oakmrk Fun$1.4M0.01%50,046CommonSOLE
880770102TERTeradyne Inc$1.3M0.01%12,088CommonSOLE
78464A607RWRSPDR Dj Reit ETF$1.3M0.01%14,872CommonSOLE
494368103KMBKimberly Clark Corp$1.3M0.01%9,658CommonSOLE
23331A109DHID R Horton Inc$1.3M0.01%10,742CommonSOLE
72346Q104PINNACLE FINL PARTNER$1.3M0.01%22,957CommonSOLE
464287697IDUiShares US Utilities$1.3M0.01%15,806CommonSOLE
60855R100MOHMolina Healthcare Inc$1.3M0.01%4,274CommonSOLE
74347B508TOLZProShares DJ Brkfld Global$1.3M0.01%28,464CommonSOLE
75886F107REGNRegeneron Pharmaceuticals$1.3M0.01%1,759CommonSOLE
703395103PDCOEURPATTERSON COS INCCOM$1.3M0.01%37,900CommonSOLE

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.