MondegarAI
GREAT LAKES ADVISORS, LLC

Q2 2025 · 13F-HR

GREAT LAKES ADVISORS, LLCholdings as filed

Filed 2025-08-11 · accession 0001078013-25-000005

$11.93B
Reported value
807
Positions
2025-06-30
Period end
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The Brief · GREAT LAKES ADVISORS, LLC · Q2 2025

AI · grounded in 13F

GREAT LAKES ADVISORS, LLC established a new position in JPM valued at $324.3M. The fund also initiated new stakes in MSFT for $235.6M and AMZN for $223.5M. Additional new positions include NVDA at $204.5M and BSX at $199.8M. Total assets under management stand at $11.9B across 807 positions.

Holdings as filed

First 500 of 807

CUSIPTickerIssuerValue% port.SharesClassVoting
46625H100JPMJPMORGAN CHASE CO$324.3M2.72%1,118,557CommonSOLE
594918104MSFTMICROSOFT CORP$235.6M1.97%473,718CommonSOLE
023135106AMZNAMAZON COM INC$223.5M1.87%1,018,637CommonSOLE
67066G104NVDANVIDIA CORPORATION$204.5M1.71%1,294,073CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$199.8M1.67%1,859,865CommonSOLE
02079K305GOOGLALPHABET INC CL A$193.3M1.62%1,096,627CommonSOLE
949746101WMT2WELLS FARGO CO NEW$182.8M1.53%2,281,711CommonSOLE
002824100ABTABBOTT LABS$176.0M1.48%1,294,178CommonSOLE
060505104BACBANK OF AMERICA CORPORATION$174.1M1.46%3,679,817CommonSOLE
30303M102METAMETA PLATFORMS INC CL A$171.4M1.44%232,184CommonSOLE
11135F101AVGOBroadcom Ltd$171.3M1.44%621,413CommonSOLE
254687106DISWALT DISNEY CO HLDG CO$169.2M1.42%1,367,060CommonSOLE
09290D101BLKBLACKROCK INC COM$167.9M1.41%159,996CommonSOLE
30231G102XOMEXXON MOBIL CORP$152.0M1.27%1,452,612CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE INC$151.5M1.27%825,807CommonSOLE
75513E101RTXRTX CORPORATION COM$150.8M1.26%1,032,451CommonSOLE
701094104PHPARKER HANNIFIN CORP$143.3M1.20%205,150CommonSOLE
416515104HIGHartford Insurance Group Inc C$138.5M1.16%1,091,766CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL CL$132.9M1.11%273,553CommonSOLE
58933Y105MRKMERCK N CO INC NEW$131.1M1.10%1,655,535CommonSOLE
38141G104GSGOLDMAN SACHS GRP INC$124.2M1.04%175,463CommonSOLE
00287Y109ABBVABBVIE INC COM$113.4M0.95%611,182CommonSOLE
548661107LOWLOWES COS INC$113.0M0.95%509,456CommonSOLE
375558103GILDGILEAD SCIENCES INC$112.3M0.94%1,012,499CommonSOLE
025816109AXPAMERICAN EXPRESS CO$110.6M0.93%346,854CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$108.5M0.91%347,635CommonSOLE
G7496G103RNRRenaissanceRe Holdings Ltd$106.1M0.89%436,980CommonSOLE
03073E105CORCENCORA INC COM$104.3M0.87%432,489CommonSOLE
872540109TJXTJX COS INC NEW$102.5M0.86%830,067CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$101.5M0.85%184,931CommonSOLE
74762E102QUREQUANTA SVCS INC$101.1M0.85%267,517CommonSOLE
03027X100AMTAMERICAN TOWER REIT COM$100.1M0.84%452,841CommonSOLE
17275R102CSCOCisco Systems Inc$99.3M0.83%1,484,474CommonSOLE
609207105MDLZMONDELEZ INTL INC COM$96.7M0.81%1,433,664CommonSOLE
26441C204DUKDUKE ENERGY CORPORATION$96.5M0.81%839,312CommonSOLE
35137L105FOXAFOX CORP CL A$95.2M0.80%1,720,233CommonSOLE
595112103MUMICRON TECHNOLOGY INC$95.0M0.80%770,508CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$94.3M0.79%283,933CommonSOLE
037833100AAPLAPPLE INC COM$93.9M0.79%457,461CommonSOLE
524686524LMGNXLegg Mason Global Asset Manage$92.7M0.78%1,224,901CommonSOLE
20825C104COPCONOCOPHILLIPS$89.8M0.75%991,831CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$88.8M0.74%211,158CommonSOLE
52106N459GLIFXLazard Global Infra Inst$88.7M0.74%4,937,806CommonSOLE
806857108SLBSCHLUMBERGER LTD$87.1M0.73%2,575,808CommonSOLE
126408103CSXCSX CORP$87.0M0.73%2,521,426CommonSOLE
149498107CEMIXCauseway Emerg Mkt Fund Inst C$86.6M0.73%6,827,105CommonSOLE
36828A101GEVGE VERNOVA INC$86.6M0.73%163,643CommonSOLE
464287200IVVISHARES CORE S P 500 ETF$86.0M0.72%138,573CommonSOLE
14949P208CIVIXCauseway Cap Mgmt Tr Intl Valu$85.4M0.72%3,797,743CommonSOLE
713448108PEPPEPSICO INC NC$83.4M0.70%631,487CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC C$83.3M0.70%205,325CommonSOLE
247361702DALDELTA AIR LINES INC NEW$81.7M0.68%1,632,069CommonSOLE
172967424CCitigroup Inc$80.1M0.67%941,002CommonSOLE
009158106APDAir Prods Chems Inc$80.0M0.67%283,597CommonSOLE
74340W103PLDPROLOGIS INC COM$74.6M0.63%710,014CommonSOLE
0075W0825CAMWXAdvisors Inner Circle Fund Cam$74.2M0.62%2,610,266CommonSOLE
37045V100GMGENERAL MTRS CO$73.6M0.62%1,495,522CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$72.7M0.61%1,031,607CommonSOLE
20030N101CMCSACOMCAST CORP (NEW) CLASS A$72.3M0.61%1,896,874CommonSOLE
68389X105ORCLORACLE CORP COM$69.4M0.58%317,396CommonSOLE
883203101TXTTEXTRON INC$69.1M0.58%860,504CommonSOLE
438516106HONHONEYWELL INTL INC$68.2M0.57%293,040CommonSOLE
35671D857FCXFreeport McMoran Inc Cl B$66.2M0.55%1,435,973CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC COM$57.7M0.48%215,630CommonSOLE
65339F101NEENEXTERA ENERGY INC$56.7M0.48%817,416CommonSOLE
857477103STTSTATE STREET CORP$53.9M0.45%507,178CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$51.4M0.43%338,761CommonSOLE
742718109PGPROCTER GAMBLE$50.7M0.43%318,421CommonSOLE
718172109PMPhilip Morris Intl Inc$50.4M0.42%276,862CommonSOLE
14448C104CARRCarrier Global Corporation Com$50.4M0.42%688,697CommonSOLE
58155Q103MCKMcKesson Corp$50.2M0.42%68,492CommonSOLE
78409V104SPGIS P GLOBAL INC COM$47.4M0.40%89,871CommonSOLE
N20944109CNHCNH Industrial Nv$45.5M0.38%3,510,355CommonSOLE
291011104EMREmerson Electric Co$43.6M0.37%327,225CommonSOLE
780259305SHELShell PLC Spon ADS$41.8M0.35%593,888CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION COM$41.6M0.35%362,157CommonSOLE
744320102PRUPRUDENTIAL FINL INC$41.6M0.35%386,751CommonSOLE
02079K107GOOGAlphabet Inc Cap Stock Cl C$41.5M0.35%234,120CommonSOLE
92343V104VZVerizon Communications Inc$40.8M0.34%942,112CommonSOLE
70450Y103PYPLPaypal Holdings Inc$40.1M0.34%539,653CommonSOLE
744573106PEGPublic Service Enterprise Grou$40.0M0.34%475,441CommonSOLE
H1467J104CBChubb Limited$40.0M0.33%137,968CommonSOLE
74460D109PSAPUBLIC STORAGE INC$39.7M0.33%135,467CommonSOLE
09857L108BKNGBooking Holdings Inc$39.4M0.33%6,801CommonSOLE
075887109BDXBECTON DICKINSON CO$38.2M0.32%221,514CommonSOLE
26875P101EOGEOG RESOURCES INC$38.0M0.32%335,856CommonSOLE
78467J100SSNCSS C Technologies Holdings Inc$35.3M0.30%426,668CommonSOLE
690742101OCOwens Corning New$35.2M0.29%255,696CommonSOLE
92189H730SMOTVanEck Morningstar SMID Moat E$34.8M0.29%998,750CommonSOLE
231021106CMICummins Inc$33.8M0.28%103,251CommonSOLE
369604301GEGeneral Electric Co$33.6M0.28%130,594CommonSOLE
099724106BWABorgWarner Inc$33.4M0.28%998,836CommonSOLE
031162100AMGNAMGEN INC$32.8M0.27%117,488CommonSOLE
003261104BCIabrdn Bloomberg All Commodity$30.2M0.25%1,454,571CommonSOLE
783513203RYAAYRyanair Holdings PLC Sp ADS$30.1M0.25%521,500CommonSOLE
57636Q104MAMASTERCARD INCORPORATED CL A$29.5M0.25%52,415CommonSOLE
46432F842IEFAiShares Core MSCI EAFE$29.4M0.25%351,770CommonSOLE
64110L106NFLXNETFLIX INC$29.4M0.25%21,927CommonSOLE
47103A583JERIXJanus Henderson Global Real Es$29.1M0.24%2,422,032CommonSOLE
166764100CVXChevron Corp$28.5M0.24%199,163CommonSOLE
41151J505HGERHarbor Commodity All Weather S$28.2M0.24%1,159,518CommonSOLE
718546104PSXPHILLIPS 66 COM$28.1M0.24%235,654CommonSOLE
78463X509SPEMSPDR Portfolio Emg MK$27.3M0.23%638,692CommonSOLE
859241101STRLSterling Infrastructure Inc$27.1M0.23%117,649CommonSOLE
418056107HASHasbro Inc$26.8M0.22%362,652CommonSOLE
302933403FMIMXFMI Funds Inc Stock Fund Inv$26.2M0.22%691,606CommonSOLE
867224107SUSuncor Energy Inc$25.6M0.21%683,127CommonSOLE
78440P306SKMSK Telecom Ltd Sp ADR$25.4M0.21%1,089,653CommonSOLE
22160K105COSTCostco Wholesale Corp$25.0M0.21%25,280CommonSOLE
29261A100EHCEncompass Health Corp$24.9M0.21%202,657CommonSOLE
29472R108ELSEquity Lifestyle Properties In$24.6M0.21%352,363CommonSOLE
912008109USFDUS Foods Holding Corp$22.8M0.19%295,572CommonSOLE
37959E102GLGlobe Life Inc$22.7M0.19%182,656CommonSOLE
30212P303EXPEExpedia Group Inc$22.6M0.19%134,041CommonSOLE
49456B101KMIKinder Morgan Inc$22.6M0.19%767,976CommonSOLE
43475E105HCMLYHolcim Ltd Sp ADS$22.2M0.19%898,272CommonSOLE
85208M102SFMSprouts Farmers Mkt Inc$22.1M0.18%133,999CommonSOLE
902494103TSNTYSON FOODS INC CL A$21.4M0.18%383,070CommonSOLE
90353T100UBERUber Technologies Inc$21.4M0.18%228,864CommonSOLE
H42097107UBSUBS Group AG$21.2M0.18%627,657CommonSOLE
464288273SCZiShares EAFE Small Cap ETF$20.8M0.17%286,662CommonSOLE
576323109MTZMastec Inc$20.6M0.17%121,075CommonSOLE
053611109AVYAvery Dennison Corp$19.8M0.17%112,571CommonSOLE
19247G107COHRCoherent Corp$19.4M0.16%217,963CommonSOLE
03524A108BUDAnheuser Busch InBev SA NV Sp$19.4M0.16%282,489CommonSOLE
682189105ONON SEMICONDUCTOR CORP$19.3M0.16%368,685CommonSOLE
412295875HLMRXHarding Loevner Funds Inc Intl$19.3M0.16%972,974CommonSOLE
G0450A105ACGLArch Capital Group Ltd$19.1M0.16%210,085CommonSOLE
816850101SMTCSemtech Corp$19.1M0.16%422,813CommonSOLE
532457108LLYLilly Eli Co$18.5M0.16%23,773CommonSOLE
02319V103ABEVAmbev SA Sp ADR$18.5M0.16%7,684,611CommonSOLE
806407102HSICSchein Henry Inc$18.0M0.15%246,767CommonSOLE
539830109LMTLockheed Martin Corp$17.8M0.15%38,526CommonSOLE
459506101IFFInternational Flavors Fragra$17.2M0.14%233,841CommonSOLE
05352A100AVTRAVANTOR INC COM$17.2M0.14%1,277,553CommonSOLE
872590104TMUST Mobile US Inc$17.1M0.14%71,685CommonSOLE
004225108ACADAcadia Pharmaceuticals Inc$17.0M0.14%788,035CommonSOLE
629377508NRGNRG Energy Inc$16.4M0.14%102,057CommonSOLE
36266G107GEHCGE Healthcare Technologies Inc$16.1M0.14%217,905CommonSOLE
200340107CMAComerica Inc$16.0M0.13%269,001CommonSOLE
462222100IONSIonis Pharmaceuticals Inc$15.8M0.13%399,646CommonSOLE
136375102CNICanadian National Railway Co$15.7M0.13%150,526CommonSOLE
06417N103OZKBank Ozk$15.4M0.13%327,205CommonSOLE
466313103JBLJABIL INC$15.1M0.13%69,203CommonSOLE
89832Q109TFCTRUIST FINL CORP COM$15.1M0.13%350,736CommonSOLE
00766T100ACMAecom$14.9M0.12%132,017CommonSOLE
27579R104EWBCEast West Bancorp Inc$14.9M0.12%147,177CommonSOLE
126650100CVSCVS Health Corp$14.7M0.12%213,296CommonSOLE
459200101IBMIntl Business Machines$14.5M0.12%49,208CommonSOLE
035710839NLYAnnaly Cap Mgmt Inc Com New$14.3M0.12%758,096CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$14.3M0.12%104,246CommonSOLE
78464A805SPTMSPDR Portfolio Tl Stock$14.2M0.12%190,064CommonSOLE
45826H109ITGRInteger Holdings Corp$14.0M0.12%114,185CommonSOLE
574795100MASIMasimo Corp$13.9M0.12%82,348CommonSOLE
149123101CATCATERPILLAR INC DEL$13.8M0.12%41,321CommonSOLE
894164102TNLTravel Leisure Co$13.8M0.12%267,522CommonSOLE
410120109HWCHancock Whitney Corporation$13.7M0.11%238,160CommonSOLE
35905A109FTDRFrontdoor Inc$13.7M0.11%231,613CommonSOLE
00508Y102AYIAcuity Inc Com$13.6M0.11%45,663CommonSOLE
228368106CCKCrown Holdings Inc$13.5M0.11%130,654CommonSOLE
78462F103SPYSPDR TR UNIT SER 1$13.3M0.11%21,447CommonSOLE
98954M101ZGZillow Group Inc Cl A$13.1M0.11%191,313CommonSOLE
26210C104DBXDropbox Inc Cl A$12.9M0.11%451,734CommonSOLE
888787108TOSTToast Inc Cl A$12.9M0.11%290,418CommonSOLE
12653C108CNXCNX Resources Corporation$12.7M0.11%376,099CommonSOLE
780287108RGLDRoyal Gold Inc$12.6M0.11%70,827CommonSOLE
G54950103LINLINDE PLC SHS$12.1M0.10%25,877CommonSOLE
071813109BAXBaxter Intl Inc$12.0M0.10%397,934CommonSOLE
512807306LRCXLam Research Corp$12.0M0.10%123,088CommonSOLE
957638109WALWestern Alliance Bancorp$12.0M0.10%153,436CommonSOLE
G7S00T104PNRPentair PLC$11.9M0.10%116,369CommonSOLE
93403J106WRBYWarby Parker Inc Cl A Com$11.7M0.10%535,497CommonSOLE
387328107GVAGranite Contruction Inc$11.7M0.10%124,806CommonSOLE
278768106SATSEchoStar Corp Cl A$11.6M0.10%418,706CommonSOLE
69608A108PLTRPalantir Technologies Inc Cl A$11.5M0.10%84,377CommonSOLE
077454106BDCBelden Inc$11.5M0.10%98,903CommonSOLE
929042109VNOVornado Realty Trust$11.4M0.10%298,936CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC SHS$11.4M0.10%196,077CommonSOLE
79466L302CRMSALESFORCE INC COM$11.3M0.09%41,355CommonSOLE
922040100VINIXVanguard Inst$11.3M0.09%22,343CommonSOLE
978097103WWWWolverine World Wide Inc$11.0M0.09%611,007CommonSOLE
01609W102BABAAlibaba Group Holding Ltd Sp A$11.0M0.09%96,692CommonSOLE
52661A108DRSLeonardo DRS Inc$10.8M0.09%233,175CommonSOLE
48020Q107JLLJones Lang LaSalle Inc$10.7M0.09%42,025CommonSOLE
76954A103RIVNRivian Automotive Inc Cl A$10.7M0.09%780,940CommonSOLE
91332U101UUnity Software Inc$10.7M0.09%441,877CommonSOLE
G5509L101LIVNLivanova PLC$10.7M0.09%237,023CommonSOLE
018581108BFHBread Financial Holdings Inc C$10.6M0.09%185,394CommonSOLE
589889104MMSIMerit Med Systems Inc$10.5M0.09%112,479CommonSOLE
127203107WHDCactus Inc Cl A$10.5M0.09%240,224CommonSOLE
53263P105LMBLimbach Holdings Inc$10.5M0.09%74,686CommonSOLE
464288372IGFiShares Global Infrast ETF$10.4M0.09%175,565CommonSOLE
004498101ACIWACI Worldwide Inc$10.3M0.09%225,243CommonSOLE
00827B106AFRMAffirm Holdings Inc Cl A$10.3M0.09%148,890CommonSOLE
053015103ADPAutomatic Data Processing Inc$10.3M0.09%33,377CommonSOLE
26884L109EQTEquity Corp$10.3M0.09%176,454CommonSOLE
G0750C108AXTAAxalta Coating Systems Ltd$10.3M0.09%345,317CommonSOLE
92826C839VVisa Inc Cl A$10.2M0.09%28,631CommonSOLE
23834J201DAVEDave Inc Class A$10.1M0.08%37,563CommonSOLE
14040H105COFCapital One Financial Corp$10.1M0.08%47,344CommonSOLE
78463X889SPDWSPDR Portfolio Devlpd$10.0M0.08%247,342CommonSOLE
02209S103MOAltria Group Inc$10.0M0.08%170,645CommonSOLE
808513105SCHWSCHWAB CHARLES CORP NEW$9.9M0.08%108,281CommonSOLE
21036P108STZCONSTELLATION BRANDS INC CL A$9.7M0.08%212,907CommonSOLE
023608102AEEAmeren Corp$9.6M0.08%100,291CommonSOLE
74112D101PBHPrestige Consumer Healthcare I$9.6M0.08%120,166CommonSOLE
23355L106DXCDXC Technology Co$9.5M0.08%622,076CommonSOLE
458140100INTCIntel Corp$9.4M0.08%420,631CommonSOLE
090043100BILLBill Com Holdings Inc$9.2M0.08%198,305CommonSOLE
00724F101ADBEADOBE SYS INC$8.9M0.07%23,060CommonSOLE
929740108WABWabtec Corp$8.8M0.07%41,892CommonSOLE
571903202MARMarriott Intl Inc Cl A$8.8M0.07%32,080CommonSOLE
03957W106AROCArchrock Inc$8.7M0.07%350,894CommonSOLE
88160R101TSLATESLA MTRS INC$8.6M0.07%27,037CommonSOLE
194162103CLColgate Palmolive Co$8.6M0.07%94,211CommonSOLE
636180101NFGNational Fuel Gas Co NJ$8.5M0.07%100,338CommonSOLE
20717M1038QRConfluent Inc Class A Com$8.4M0.07%338,566CommonSOLE
929328102WSFSWSFS Financial Corp$8.4M0.07%153,044CommonSOLE
278865100ECLEcolab Inc$8.4M0.07%31,146CommonSOLE
989207105ZBRAZebra Technologies Corp Cl A$8.3M0.07%26,845CommonSOLE
25159L406RRGIXDeutsche Secs Tr Dws Rref Gblr$8.2M0.07%1,133,718CommonSOLE
092113109BKHBlack Hills Corp$8.1M0.07%144,083CommonSOLE
26603R106DUOLDuolingo Inc Cl A Com$8.0M0.07%19,473CommonSOLE
141788109CARGCargurus Inc Cl A$7.9M0.07%236,946CommonSOLE
G4474Y214JHGJanus Henderson Group PLC$7.9M0.07%204,079CommonSOLE
74366E102PTGXProtagonist Therapeutics Inc$7.7M0.06%139,391CommonSOLE
923451108VBTXVeritex Holdings Inc$7.7M0.06%293,309CommonSOLE
09263B207BKSYBlacksky Technology Inc Cl A N$7.6M0.06%367,576CommonSOLE
46120E602ISRGIntuitive Surgical Inc$7.4M0.06%13,701CommonSOLE
05368V106AVNTAvient Corporation$7.3M0.06%227,171CommonSOLE
82452J109FOURShift4 Pmts Inc Cl A$7.3M0.06%73,590CommonSOLE
437076102HDHome Depot Inc$7.2M0.06%19,647CommonSOLE
29452E101EQHEquitable Holdings Inc$7.2M0.06%128,196CommonSOLE
531229722LLYVK*Liberty Media Corp Com Lbty Li$7.1M0.06%87,771CommonSOLE
40637H109HALOHalozyme Therapeutics Inc$7.1M0.06%135,727CommonSOLE
126349109CSNCSG Systems Intl Inc$6.9M0.06%105,299CommonSOLE
863667101SYKStryker Corp$6.8M0.06%17,248CommonSOLE
052769106ADSKAutodesk Inc$6.8M0.06%21,951CommonSOLE
855244109SBUXSTARBUCKS CORP WASHINGTON$6.7M0.06%73,075CommonSOLE
651639106NEMNewmont Corporation$6.6M0.06%113,490CommonSOLE
296315104ESEESCO Technologies Inc$6.6M0.06%34,333CommonSOLE
036752103ELVElevance Health Inc Com$6.6M0.06%16,932CommonSOLE
86272C103STRAStrategic Ed Inc$6.5M0.05%76,876CommonSOLE
22002T108CDPCopt Defense Properties Sh Ben$6.5M0.05%237,161CommonSOLE
207410101CNMDConmed Corp$6.5M0.05%124,340CommonSOLE
71880K101PHINPhinia Inc Common Stock$6.4M0.05%144,574CommonSOLE
268158201DVAXDynavax Technologies Corp$6.4M0.05%648,290CommonSOLE
874054109TTWOTAKE TWO INTERACTIVE SOFTWARE$6.4M0.05%26,343CommonSOLE
504922105LHLaboratory Corp America Holdin$6.4M0.05%24,291CommonSOLE
12541W209CHRWC H Robinson Worldwide Inc$6.3M0.05%65,788CommonSOLE
697435105PANWPalo Alto Networks Inc$6.2M0.05%30,535CommonSOLE
947890109WBSWebster Financial Corp CT$6.2M0.05%113,323CommonSOLE
163086101CHEFChefs Warehouse Inc$6.1M0.05%95,546CommonSOLE
87612G101TRGPTarga Resources Corp$5.9M0.05%34,111CommonSOLE
185123106CWANClearwater Analytics Holdings$5.9M0.05%268,931CommonSOLE
989701107ZIONZions Bancorporation$5.9M0.05%113,048CommonSOLE
771049103RBLXRoblox Corp Cl A$5.9M0.05%55,630CommonSOLE
12740C103CADECadence Bank Com$5.8M0.05%181,505CommonSOLE
44267T102HHHHoward Hughes Corp$5.8M0.05%85,787CommonSOLE
67103H107ORLYO Reilly Automotive Inc$5.8M0.05%64,096CommonSOLE
896522109TRNTrinity Industries Inc$5.8M0.05%213,421CommonSOLE
H2927K103AMRZAmrize Ltd$5.7M0.05%115,349CommonSOLE
801056102SANMSanmina Corporation$5.7M0.05%58,343CommonSOLE
127387108CDNSCadence Design System Inc$5.7M0.05%18,495CommonSOLE
G0176J109ALLEAllegion Pub Ltd Co$5.7M0.05%39,249CommonSOLE
852234103XYZBlock Inc Cl A$5.6M0.05%82,046CommonSOLE
258278100DORMDorman Products Inc$5.6M0.05%45,350CommonSOLE
98954M200ZZillow Group Inc Cl C Cap Stoc$5.5M0.05%78,877CommonSOLE
750236101RDNRadian Group Inc$5.5M0.05%152,804CommonSOLE
81725T100SXTSensient Technologies Corp$5.4M0.05%54,739CommonSOLE
233331107DTEDTE Energy Co$5.3M0.04%40,293CommonSOLE
235825205DANDana Incorporated$5.3M0.04%308,269CommonSOLE
453836108INDBIndependent Bank Corp MA$5.3M0.04%84,041CommonSOLE
736508847PORPortland Gen Elec Co$5.3M0.04%129,534CommonSOLE
63001N106NATLNCR Atleos Corporation Com$5.2M0.04%183,837CommonSOLE
922908710VFIAXVanguard 500 Index Admir$5.2M0.04%9,122CommonSOLE
902788108UMBFUMB Financial Corp$5.2M0.04%49,496CommonSOLE
G50871105JAZZJazz Pharmaceuticals PLC USD$5.2M0.04%49,000CommonSOLE
695127100PCRXPacira Pharmaceuticals Inc$5.2M0.04%217,061CommonSOLE
G8994E103TTTrane Technologies Plc$5.2M0.04%11,853CommonSOLE
913915104UTIUniversal Technical Inst Inc$5.2M0.04%152,014CommonSOLE
69349H107TXNMPNM Resources Inc$5.1M0.04%90,429CommonSOLE
038336103ATRAptarGroup Inc$5.1M0.04%32,419CommonSOLE
46434G103IEMGiShares Core MSCI Emerg Mkt$5.1M0.04%84,438CommonSOLE
00080Q105AAVMYABN AMRO Bank NV Unsponsord AD$5.0M0.04%183,861CommonSOLE
44951W106IESCIes Holdings Inc$5.0M0.04%16,967CommonSOLE
969457100WMBWilliams Cos Inc$5.0M0.04%79,937CommonSOLE
981475106WKCWorld Fuel Services Corp$5.0M0.04%175,946CommonSOLE
94106L109WMWaste Management Inc$4.9M0.04%21,375CommonSOLE
922908736VUGVanguard Growth ETF$4.8M0.04%10,996CommonSOLE
05722G100BKRBaker Hughes Company Cl A$4.8M0.04%125,267CommonSOLE
58502B106MDPediatrix Medical Group Inc$4.8M0.04%332,846CommonSOLE
008492100ADCAgree Realty Corp$4.8M0.04%65,146CommonSOLE
88579Y101MMM3M Co$4.7M0.04%31,014CommonSOLE
464287614IWFiShares Russell 1000 Growth ET$4.7M0.04%11,118CommonSOLE
447462102HURNHuron Consulting Group Inc$4.7M0.04%34,297CommonSOLE
49803T300KRGKite Realty Group Tr$4.7M0.04%207,151CommonSOLE
741623102PRMBPrimo Brands Corporation Class$4.7M0.04%158,286CommonSOLE
256677105DGDollar General Corp$4.6M0.04%40,241CommonSOLE
577081102MATMATTEL INC$4.6M0.04%232,562CommonSOLE
893641100TDGTransdigm Group Inc$4.6M0.04%3,002CommonSOLE
40416E103HCIHCI Group Inc$4.6M0.04%29,910CommonSOLE
40171V100GWREGuidewire Software Inc$4.5M0.04%19,315CommonSOLE
G1151C101ACNAccenture PLC Ireland Class A$4.5M0.04%15,188CommonSOLE
05945F103BANFBancFirst Corp$4.5M0.04%36,662CommonSOLE
19046P209CCBCoastal Financial Corp WA$4.5M0.04%46,776CommonSOLE
550021109LULULULULEMON ATHLETICA INC$4.5M0.04%19,040CommonSOLE
43358P102HCXLYHiscox Ltd Unsponsored ADR$4.5M0.04%132,170CommonSOLE
665859104NTRSNorthern Trust Corp$4.5M0.04%35,488CommonSOLE
868459108SUPNSupernus Pharmaceuticals Inc$4.5M0.04%142,181CommonSOLE
032654105ADIAnalog Devices Inc$4.5M0.04%18,781CommonSOLE
32055Y201FIBKFirst Interstate Banc Sys Inc$4.4M0.04%154,216CommonSOLE
42722X106HFWAHeritage Financial Corp Wash$4.4M0.04%184,928CommonSOLE
87612E106TGTTARGET CORPORATION$4.4M0.04%44,478CommonSOLE
922908744VTVVANGUARD VALUE ETF INDEX$4.4M0.04%24,624CommonSOLE
29355X107NPOEnpro Inc Com$4.3M0.04%22,688CommonSOLE
92556H2060VVBParamount Global Class B Com$4.3M0.04%334,430CommonSOLE
49177J102KVUEKENVUE INC$4.3M0.04%203,725CommonSOLE
00182C103ANIPAni Pharmaceuticals Inc$4.2M0.04%64,803CommonSOLE
G3223R108EGEverest Group Ltd Com$4.2M0.04%12,409CommonSOLE
48666K109KBHKB Home$4.2M0.04%79,347CommonSOLE
320817109FRMEFirst Merchants Corp$4.2M0.03%108,524CommonSOLE
00912X302ALAir Lease Corp Cl A$4.2M0.03%71,053CommonSOLE
465741106ITRIItron Inc$4.2M0.03%31,529CommonSOLE
68621T102OBKOrigin Bancorp Inc$4.1M0.03%115,649CommonSOLE
55405Y100MTSIMacom Tech Solutions Holdings$4.1M0.03%28,740CommonSOLE
04010E109AGXArgan Inc$4.1M0.03%18,506CommonSOLE
11120U105BRXBrixmor Property Group Inc$4.1M0.03%156,434CommonSOLE
483007704KALUKaiser Aluminum Corp$4.1M0.03%50,940CommonSOLE
842587107SOSouthern Co$4.0M0.03%43,360CommonSOLE
267475101DYDycom Industries Inc$4.0M0.03%16,241CommonSOLE
478160104JNJJOHNSON JOHNSON$4.0M0.03%33,474CommonSOLE
03076C106AMPAmeriprise Financial Inc$3.9M0.03%7,369CommonSOLE
03852U106ARMKAramark$3.9M0.03%93,026CommonSOLE
G6683N103NUNu Holdings Ltd Cl A$3.9M0.03%282,194CommonSOLE
144285103CRSCarpenter Technology Corp$3.9M0.03%13,985CommonSOLE
204166102CVLTCommVault Systems Inc$3.9M0.03%22,171CommonSOLE
30041R108EVEREverquote Inc Cl A$3.8M0.03%158,275CommonSOLE
83540J101SMPNYSompo Holdings Inc$3.8M0.03%254,749CommonSOLE
25432X102DCOMDime Community Bancshares Inc$3.8M0.03%141,986CommonSOLE
589378108MRCYMercury Systems Inc$3.7M0.03%69,485CommonSOLE
84473L105SOUHYSouth32 Ltd Sp ADR$3.7M0.03%391,730CommonSOLE
70451X104PAYOPayoneer Global Inc$3.7M0.03%540,711CommonSOLE
125141101CECOCECO Environmental Corp$3.7M0.03%130,779CommonSOLE
00135T104AIBGYAib Group PLC Unsponsord ADR$3.7M0.03%224,473CommonSOLE
06279J109BKRIYBank Ireland Group PLC Unspons$3.7M0.03%257,051CommonSOLE
30040P103EVTCEvertec Inc$3.6M0.03%101,178CommonSOLE
14149Y108CAHCardinal Health Inc$3.6M0.03%21,658CommonSOLE
65249B109NWSANews Corp Cl A$3.6M0.03%121,131CommonSOLE
559663109MGYMagnolia Oil Gas Corp Cl A$3.6M0.03%158,951CommonSOLE
500754106KHCKRAFT HEINZ CO COM$3.6M0.03%137,919CommonSOLE
55306N104MKSIMKS Inc$3.5M0.03%35,662CommonSOLE
64111Q104NTGRNetGear Inc$3.5M0.03%121,839CommonSOLE
66987V109NVSNovartis AG Sp ADR$3.5M0.03%29,189CommonSOLE
860630102SFStifel Financial Corp$3.5M0.03%34,016CommonSOLE
G52694109KNSAKiniksa Pharmaceuticals Ltd Cl$3.5M0.03%126,789CommonSOLE
064058100BKBank New York Mellon Corp$3.5M0.03%38,428CommonSOLE
826197501SIEGYSiemens AG Sp ADR$3.5M0.03%27,080CommonSOLE
85571B105STWDStarwood Property Trust Inc$3.5M0.03%173,499CommonSOLE
65473P105NINiSource Inc$3.5M0.03%86,188CommonSOLE
516544103LNTHLantheus Holdings Inc$3.5M0.03%42,469CommonSOLE
02081G201ATECAlphatec Holdings Inc New$3.5M0.03%311,505CommonSOLE
628778102NBTBNBT Bancorp Inc$3.5M0.03%83,173CommonSOLE
71424F105PRPermian Resources Corp Class A$3.5M0.03%253,339CommonSOLE
680277100OSBCOld Second Bancorp Inc IL$3.4M0.03%192,462CommonSOLE
76680R206RNGRingCentral Inc Cl A$3.4M0.03%118,895CommonSOLE
172908105CTASCintas Corp$3.4M0.03%15,087CommonSOLE
922908751VBVanguard Small Cap ETF$3.4M0.03%14,167CommonSOLE
931142103WMTWalMart Inc$3.4M0.03%34,323CommonSOLE
594972408MSTRMicroStrategy Inc Cl A$3.4M0.03%8,292CommonSOLE
298736109EEFTEuronet Worldwide Inc$3.4M0.03%33,047CommonSOLE
G7738W106SFLSFL CORPORATION LTD SHS$3.3M0.03%401,072CommonSOLE
840441109SSBUSDSouth St Corp$3.3M0.03%35,710CommonSOLE
318910106FBNCFirst Bancorp NC$3.3M0.03%74,299CommonSOLE
832696405SJMSmucker J M Co$3.2M0.03%32,892CommonSOLE
615394202MOG/AMoog Inc Cl A$3.2M0.03%17,787CommonSOLE
436893200HOMBHome Bancshares Inc$3.2M0.03%112,516CommonSOLE
781846209RUSHARush Enterprises Inc Cl A$3.2M0.03%61,629CommonSOLE
34354P105FLSFlowserve Corp$3.2M0.03%60,389CommonSOLE
495724403KGFHYKingfisher PLC Sp ADR Par$3.1M0.03%392,696CommonSOLE
124805102CBZCBIZ Inc$3.1M0.03%43,288CommonSOLE
580135101MCDMcDonalds Corp$3.1M0.03%10,464CommonSOLE
913259107UTLUnitil Corp$3.0M0.03%57,941CommonSOLE
729640102PLYMPlymouth Industrial REIT Inc$3.0M0.03%186,509CommonSOLE
26142V105DKNGDraftkings Inc Com Cl A$2.9M0.02%68,509CommonSOLE
35243J101FBRTFranklin Bsp Realty Trust Inc$2.9M0.02%272,176CommonSOLE
070830104BBWIBath Body Works Inc$2.9M0.02%96,786CommonSOLE
81762P102NOWServiceNow Inc$2.9M0.02%2,811CommonSOLE
46434V647REETiShares Global REIT ETF$2.8M0.02%115,379CommonSOLE
90984P303UCBUnited Community Banks Blairsv$2.8M0.02%94,997CommonSOLE
84790A105SPBSpectrum Brands Holdings Inc$2.8M0.02%53,359CommonSOLE
464287598IWDISHARES RUSSELL 1000 VALUE ETF$2.8M0.02%14,554CommonSOLE
502431109LHXL3harris Technologies Inc$2.8M0.02%11,260CommonSOLE
15202L107CSRCenterspace$2.8M0.02%46,879CommonSOLE
04271T100ARRYArray Technologies Inc$2.8M0.02%470,016CommonSOLE
603158106MTXMinerals Technologies Inc$2.8M0.02%50,295CommonSOLE
86428V104FUJHYSubaru Corp Unsponsored ADR$2.8M0.02%319,185CommonSOLE
651229106NWLNewell Brands Inc$2.7M0.02%505,720CommonSOLE
04208T108AHRTArmada Hoffler Properties Inc$2.7M0.02%396,966CommonSOLE
87165B103SYFSynchrony Financial$2.7M0.02%39,920CommonSOLE
G8726X106TNKTeekay Tankers Ltd Cl A$2.7M0.02%63,687CommonSOLE
000361105AIRAAR Corp$2.6M0.02%38,106CommonSOLE
693475105PNCPNC Financial Services Group I$2.6M0.02%13,880CommonSOLE
880779103TEXTerex Corp$2.6M0.02%55,171CommonSOLE
858927106STELStellar Bancorp Inc$2.6M0.02%91,193CommonSOLE
252784301DRHDiamondRock Hospitality Co$2.5M0.02%331,109CommonSOLE
482480100KLACKLA Tencor Corp$2.5M0.02%2,829CommonSOLE
86562X106SUTNYSumitomo Mitsui Tr Group Inc$2.5M0.02%470,227CommonSOLE
747525103QCOMQualcomm Inc$2.5M0.02%15,852CommonSOLE
921943858VEAVanguard Tax Mgd FTSE Dev Mkt$2.5M0.02%43,290CommonSOLE
12562Y100CKHUYCk Hutchison Holdings Ltd ADR$2.4M0.02%398,008CommonSOLE
921908844VIGVanguard Group Div Apprec ETF$2.4M0.02%11,831CommonSOLE
606827202MITSYMitsui Co Ltd Sp ADR$2.4M0.02%5,946CommonSOLE
12571C107CNGKYCk Asset Holdings Ltd Unsponso$2.4M0.02%276,691CommonSOLE
177797305CDEVYCity Devs Ltd Sp ADR$2.4M0.02%595,724CommonSOLE
45168D104IDXXIdexx Laboratories Inc$2.4M0.02%4,443CommonSOLE
55405W104MYRGMYR Group Inc$2.4M0.02%13,104CommonSOLE
32054K103FRFirst Industrial Realty Trust$2.4M0.02%49,137CommonSOLE
42550U208HENOYHenkel AG Co KGAA Sp ADR Pfd$2.4M0.02%120,394CommonSOLE
79546E104SBHSally Beauty Holdings Inc$2.4M0.02%253,864CommonSOLE
194014502ENOVEnovis Corporation$2.3M0.02%74,840CommonSOLE
693718108PCARPaccar Inc$2.3M0.02%24,680CommonSOLE
23636T100DANOYDanone Sp ADR$2.3M0.02%142,224CommonSOLE
G29183103ETNEaton Corp PLC$2.3M0.02%6,436CommonSOLE
824348106SHWSherwin Williams Co$2.3M0.02%6,683CommonSOLE
006739106ADUSAddus Homecare Corp$2.3M0.02%19,740CommonSOLE
16411R208LNGCheniere Energy Inc$2.3M0.02%9,250CommonSOLE
690333109OVCHYOversea Chinese Banking Corp L$2.2M0.02%87,841CommonSOLE
10258P102LUCKLucky Strike Entertainment Cor$2.2M0.02%245,484CommonSOLE
006754204AHEXYAdecco Group AG ADR$2.2M0.02%149,203CommonSOLE
921909818VTIAXVanguard Tl Int Stock Index$2.2M0.02%59,136CommonSOLE
829344308SNLAYSino Ld Ltd Sp ADR$2.2M0.02%436,446CommonSOLE
68752M108OFIXOrthofix Med Inc Com$2.2M0.02%194,265CommonSOLE
81783H105SVNDYSeven i Holdings Co Ltd ADR$2.1M0.02%133,348CommonSOLE
02553E106AEOAmerican Eagle Outfitters$2.1M0.02%222,008CommonSOLE
816078307SKHSYSekisui House Ltd Sp ADR$2.1M0.02%97,063CommonSOLE
743315103PGRProgressive Corp Ohio$2.1M0.02%7,955CommonSOLE
038222105AMATApplied Materials Inc$2.1M0.02%11,591CommonSOLE
000375204ABBNYABB Ltd Sp ADR$2.1M0.02%35,313CommonSOLE
756255204RBGLYReckitt Benckiser Group PLC Sp$2.1M0.02%152,865CommonSOLE
90278Q108UFPIUFP Industries Inc$2.1M0.02%21,097CommonSOLE
922042858VWOVanguard FTSE Emerg Mkt ETF$2.1M0.02%42,045CommonSOLE
98978V103ZTSZoetis Inc Cl A$2.1M0.02%13,318CommonSOLE
234064301DSEEYDaiwa Securities Group Inc Sp$2.1M0.02%289,010CommonSOLE
12429U101BZZUYBuzzi SPA Unsponsored ADR$2.1M0.02%74,907CommonSOLE
N82405106STLAStellantis NV$2.1M0.02%205,935CommonSOLE
881575401TSCDYTesco PLC Sp ADR$2.0M0.02%122,434CommonSOLE
423008101HKHHYHeineken Holding NV Sp ADR$2.0M0.02%54,471CommonSOLE
882508104TXNTexas Instruments Inc$2.0M0.02%9,779CommonSOLE
907818108UNPUnion Pacific Corp$2.0M0.02%8,735CommonSOLE
922908629VOVanguard Mid Cap ETF$2.0M0.02%7,179CommonSOLE
011659109ALKAlaska Air Group Inc$2.0M0.02%40,287CommonSOLE
499180107KNRRYKnorr Bremse AG Unsponsred ADS$2.0M0.02%82,373CommonSOLE
22052L104CTVACorteva Inc$2.0M0.02%26,428CommonSOLE
46137V613PRFInvesco Exchange Traded Fund T$2.0M0.02%46,500CommonNONE
003021714ABEMXAberdeen Emerg Mkt Inst$2.0M0.02%129,798CommonNONE
74319R101PRGProg Holdings Inc NPV$1.9M0.02%66,343CommonSOLE
784375404SKFRYSKF Ab Sp ADR$1.9M0.02%82,808CommonSOLE
817565104SCIService Corp Intl$1.9M0.02%23,518CommonSOLE
235851102DHRDanaher Corp$1.9M0.02%9,648CommonSOLE
81282V100PRKSUnited Parks Resorts Inc Com$1.9M0.02%40,366CommonSOLE
254543101DIODDiodes Inc$1.9M0.02%35,443CommonSOLE
253868103DLRDigital Realty Trust Inc$1.9M0.02%10,726CommonSOLE
43283X105HGVHilton Grand Vacations Inc$1.8M0.02%44,428CommonSOLE
858119100STLDSteel Dynamics Inc$1.8M0.02%14,336CommonSOLE
381430503GSLCGoldman Sachs Etf Tr Activebet$1.8M0.02%15,114CommonSOLE
MFWEATHR7Weatherlow Offshore Fund I Ltd$1.8M0.02%1,000CommonNONE
92337F107VCYTVeracyte Inc$1.8M0.02%66,233CommonSOLE
43300A203HLTHilton Worldwide Holdings Inc$1.8M0.01%6,622CommonSOLE
80689H102SNDRSchneider National Inc Cl B$1.7M0.01%72,262CommonSOLE
46435G268SMMDiShares Russell 2500 ETF$1.7M0.01%25,637CommonSOLE
31946M103FCNCAFirst Citizens Bancshares Inc$1.7M0.01%885CommonSOLE
243537107DECKDeckers Outdoor Corp$1.7M0.01%16,733CommonSOLE
92840M102VSTVistra Corp$1.7M0.01%8,782CommonSOLE
48123V102ZDZiff Davis Inc Com$1.6M0.01%53,999CommonSOLE
87256C101TKOTko Group Holdings Inc Cl A$1.6M0.01%8,925CommonSOLE
464287499IWRiShares Rus Mid Cap ETF$1.6M0.01%17,596CommonSOLE
46090E103QQQInvesco QQQ Ser 1$1.6M0.01%2,851CommonSOLE
808524797SCHDSchwab US Dividend Equity ETF$1.5M0.01%57,772CommonSOLE
514674308LDSCYLand Secs Group PLC Unsponsore$1.5M0.01%174,332CommonSOLE
969904101WSMWilliams Sonoma Inc$1.5M0.01%9,271CommonSOLE
13646K108CPCanadian Pacific Kansas City C$1.5M0.01%19,017CommonSOLE
22266T109CPNGCoupang Inc Cl A$1.5M0.01%49,660CommonSOLE
018820100ALIZYAllianz Se Unsponsrd ADR$1.5M0.01%35,880CommonSOLE
252131107DXCMDexcom Inc$1.4M0.01%16,147CommonSOLE
607828100MODModine Manufacturing Co$1.4M0.01%13,824CommonSOLE
573874104MRVLMarvell Technology Inc$1.3M0.01%17,372CommonSOLE
745867101PHMPulte Group Inc$1.3M0.01%12,619CommonSOLE
G3323L100FNFabrinet$1.3M0.01%4,434CommonSOLE
101121101BXPBxp Inc$1.3M0.01%19,050CommonSOLE
00206R102TAT T INC$1.3M0.01%44,147CommonSOLE
74164M108PRIPrimerica Inc$1.3M0.01%4,657CommonSOLE
461202103INTUIntuit$1.2M0.01%1,579CommonSOLE
37733W204GSKGsk PLC Sp ADR$1.2M0.01%32,006CommonSOLE
03831W108APPApplovin Corp Cl A$1.2M0.01%3,483CommonSOLE
750917106RMBSRambus Inc$1.2M0.01%18,928CommonSOLE
494368103KMBKimberly Clark Corp$1.2M0.01%9,391CommonSOLE
83088M102SWKSSkyworks Solutions Inc$1.2M0.01%16,160CommonSOLE
110122108BMYBristol Myers Squibb Co$1.2M0.01%25,958CommonSOLE
962166104WYWeyerhaeuser Co$1.2M0.01%46,649CommonSOLE

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.