Now live: Pro — the full 13F research suite for serious investorsSee pricing →
CHESAPEAKE ASSET MANAGEMENT LLC

Q1 2025 · 13F-HR

CHESAPEAKE ASSET MANAGEMENT LLCholdings as filed

Filed 2026-01-05 · accession 0001079397-26-000001

$106.3M
Reported value
535
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 535

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMicrosoft Corp$8.7M8.21%23,241CommonSOLE
532457108LLYELI LILLY AND CO$7.4M6.95%8,936CommonSOLE
037833100AAPLAPPLE INC$6.6M6.18%29,581CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$4.7M4.43%19,194CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A F$4.4M4.14%8,007CommonSOLE
399909100GGALGrupo Financiero Galicia ADR$3.2M2.99%58,324CommonSOLE
001055102AFLAFLAC INC$3.2M2.97%28,357CommonSOLE
783549108RRYDER SYS INC$2.8M2.62%19,383CommonSOLE
78462F103SPYSPDR S&P 500 ETF$2.4M2.24%4,242CommonSOLE
58933Y105MRKMERCK & CO INC NEW COM$2.3M2.15%25,510CommonSOLE
459200101IBMIBM CORP$2.3M2.13%9,100CommonSOLE
171340102CHDCHURCH & DWIGHT INC$2.1M2.00%19,341CommonSOLE
058934100BBARBanco Bbva Argentina S A Spon ADR$1.8M1.74%101,850CommonSOLE
11135F101AVGOBROADCOM INC$1.5M1.39%8,796CommonSOLE
46982L108JJACOBS SOLUTIONS INC$1.5M1.38%12,158CommonSOLE
78463V107GLDSPDR GOLD SHARES ETF$1.4M1.36%5,028CommonSOLE
05961W105BMABANCO MACRO BANSUD S A SPONSORED ADR REPSTG CL B$1.4M1.35%18,971CommonSOLE
574599106MASMASCO CORP COM$1.4M1.33%20,259CommonSOLE
00287Y109ABBVABBVIE INC$1.4M1.31%6,665CommonSOLE
713448108PEPPEPSICO INC$1.4M1.28%9,047CommonSOLE
75513E101RTXRTX CORP$1.2M1.18%9,433CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEWREIT$1.2M1.13%7,205CommonSOLE
904767704UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS$1.1M1.05%18,742CommonSOLE
99QA1RO84PUT 100 APPLE INC COM EXP 12-19-25@240.000 OPTION ROOT= AAPL$1.1M1.03%400PUTSOLE
40171V100GWREGuidewire Software Inc Com$1.1M1.01%5,728CommonSOLE
835699307SONYSony Corp ADR New Japan ADR$1.0M0.94%39,412CommonSOLE
969457100WMBWILLIAMS COS INC$990,6410.93%16,577CommonSOLE
023135106AMZNAmazon Com Inc$990,1130.93%5,204CommonSOLE
742718109PGPROCTER & GAMBLE CO$952,6470.90%5,590CommonSOLE
984245100YPFYPF Sociedad Anonima Spons ADR Dep SHS Rep 1 CL D Argentina ADR$941,8750.89%26,880CommonSOLE
46090E103QQQINVESCO QQQ TR UNIT SER 1$929,3610.87%1,979CommonSOLE
166764100CVXCHEVRON CORP NEW$926,7860.87%5,540CommonSOLE
741623102PRMBPRIMO BRANDS CORP CLASS A$904,3910.85%25,483CommonSOLE
697660207PAMPampa Energia SA ADR Ars$864,7940.81%11,202CommonSOLE
580135101MCDMCDONALDS CORP$854,9560.80%2,737CommonSOLE
609207105MDLZMONDELEZ INTL INC CLASS A$849,5490.80%12,521CommonSOLE
478160104JNJJOHNSON & JOHNSON$820,0780.77%4,945CommonSOLE
89417E109TRVTRAVELERS COS INC$766,1400.72%2,897CommonSOLE
30303M102METAMETA PLATFORMS INC CLASS A$765,0870.72%1,327CommonSOLE
65339F101NEENEXTERA ENERGY INC$759,0190.71%10,707CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$702,3180.66%2,878CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$697,3140.66%1,561CommonSOLE
464288240ACWXACWX - MSCI ACWI ex US ETF$677,6540.64%12,221CommonSOLE
437076102HDHOME DEPOT INC$619,4310.58%1,690CommonSOLE
05722G100BKRBaker Hughes Co$604,9710.57%13,765CommonSOLE
693475105PNCPNC FINL SERVICES$601,4840.57%3,422CommonSOLE
30231G102XOMEXXON MOBIL CORP$591,0820.56%4,970CommonSOLE
G29183103ETNEATON CORP PLC F$588,2400.55%2,164CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSIN$586,0060.55%1,918CommonSOLE
92552R406PRSUPursuit Attractions$569,0350.54%16,079CommonSOLE
464287655IWMISHARES TR RUSSELL 2000 ETF$547,9990.52%2,747CommonSOLE
219350105GLWCORNING INC$533,5200.50%11,654CommonSOLE
882508104TXNTEXAS INSTRS INC$524,5440.49%2,919CommonSOLE
02079K305GOOGLALPHABET INC CLASS A$524,3010.49%3,390CommonSOLE
00206R102TAT&T Inc$481,9760.45%17,043CommonSOLE
704326107PAYXPAYCHEX INC$462,3770.44%2,997CommonSOLE
009158106APDAIR PRODS & CHEMS INC$454,1760.43%1,540CommonSOLE
816851109SRESEMPRA$448,4260.42%6,284CommonSOLE
718546104PSXPHILLIPS 66$427,9810.40%3,466CommonSOLE
46438F101IBITISHARES BITCOIN ETF$419,7920.40%8,968CommonSOLE
756109104OREALTY INCOME CORP REIT$418,6580.39%7,217CommonSOLE
464287150ITOTISHARES TOTAL US STOCK MARKET ETF$407,6350.38%3,341CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$400,8460.38%14,050CommonSOLE
12572Q105CMECME GROUP INC CLASS A$385,7310.36%1,454CommonSOLE
69351T106PPLPPL CORP$384,8240.36%10,657CommonSOLE
808524870SCHPSCHWAB US TIPS ETF$354,4370.33%13,181CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR STATE STREET UTILITIES SELECT SECTOR SPDR ETF$334,5600.31%4,243CommonSOLE
226406106CRESYCresud Sacifya Spon ADR$327,2450.31%29,615CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC CLASS C$317,2020.30%3,480CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$316,3980.30%9,246CommonSOLE
67066G104NVDANVIDIA CORP$316,2520.30%2,918CommonSOLE
92939U106WECWEC ENERGY GROUP INC$292,5020.28%2,684CommonSOLE
54150E104LOMALoma Negra Cia Indl Ar Sponsored ADR$283,6070.27%25,806CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$281,9870.27%1,137CommonSOLE
92343V104VZVERIZON COMMUNICATIONS I$280,2790.26%6,179CommonSOLE
925652109VICIVICI PPTYS INC REIT$268,6250.25%8,235CommonSOLE
747525103QCOMQUALCOMM INC$261,9050.25%1,705CommonSOLE
682680103OKEONEOK INC NEW$245,8670.23%2,478CommonSOLE
369550108GDGENERAL DYNAMICS CORP$240,9600.23%884CommonSOLE
500767306KWEBKRANESHARES CSI CHINA INTERNET ETF$239,4820.23%6,860CommonSOLE
40434L105HPQHP INC$236,3340.22%8,535CommonSOLE
78464A854SPYMSPDR PORTFOLIO S&P 500 ETF$235,6180.22%3,583CommonSOLE
68389X105ORCLORACLE CORP$233,2030.22%1,668CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHS$223,3360.21%1,689CommonSOLE
416515104HIGHARTFORD INS GROUP INC$210,8350.20%1,704CommonSOLE
247361702DALDelta Air Lines Inc$206,9250.19%4,746CommonSOLE
464287184FXIISHARES TR CHINA LARGE-CAP ETF$190,2020.18%5,307CommonSOLE
74340W103PLDPROLOGIS INC REIT$185,6830.17%1,661CommonSOLE
46436E718SGOVISHARES 0-3 MONTH TREASURY BOND ETF$183,2190.17%1,820CommonSOLE
17275R102CSCOCISCO SYS INC$181,7970.17%2,946CommonSOLE
311900104FASTFASTENAL CO$168,1280.16%2,168CommonSOLE
717081103PFEPFIZER INC$166,8380.16%6,584CommonSOLE
007903107AMDADVANCED MICRO DEVIC$163,0480.15%1,587CommonSOLE
718172109PMPHILIP MORRIS INTL INC$158,4120.15%998CommonSOLE
46429B747STIPISHARES 0-5 YEAR TIPS BOND ETF$156,2390.15%1,510CommonSOLE
46138G649QQQMINVESCO NASDAQ 100 ETF$138,5540.13%717CommonSOLE
907818108UNPUNION PAC CORP$136,3100.13%577CommonSOLE
922908363VOOVANGUARD S&P 500 ETF$129,0190.12%251CommonSOLE
920253101VMIVALMONT INDS INC$126,1400.12%441CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC CLASS A$125,1650.12%355CommonSOLE
617446448MSMorgan Stanley$124,7200.12%1,069CommonSOLE
46434G103IEMGISHARES CORE MSCI EMERGING ETF$119,6510.11%2,217CommonSOLE
770700102HOODRobinhood Markets Inc - A$116,0360.11%2,788CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC N$115,7140.11%845CommonSOLE
780259305SHELSHELL PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS$110,2860.10%1,505CommonSOLE
254687106DISDISNEY WALT CO$101,6900.10%1,030CommonSOLE
922908769VTIVANGUARD TOTAL STOCK MARKET ETF$98,1170.09%357CommonSOLE
369604301GEGE AEROSPACE$91,4660.09%456CommonSOLE
911312106UPSUNITED PARCEL SVC INC CLASS B$82,3820.08%749CommonSOLE
92826C839VVISA INC CLASS A$79,9040.08%228CommonSOLE
191216100KOCOCA COLA CO COM$77,4090.07%1,080CommonSOLE
921910816MGKVANGUARD MEGA CAP GROWTHETF$77,2200.07%250CommonSOLE
02079K107GOOGALPHABET INC CLASS C$73,6730.07%471CommonSOLE
009066101ABNBAIRBNB INC CLASS A$73,5870.07%616CommonSOLE
16411Q101CQPCHENIERE ENERGY PARTN LP$66,0400.06%1,000CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY CLASS B$62,8440.06%118CommonSOLE
21874A106CORZCore Scientific Inc$57,3980.05%7,928CommonSOLE
110122108BMYBRISTOL MYERS SQUIBB CO$56,8420.05%932CommonSOLE
922042858VWOVANGUARD FTSE EMERGING MARKETS ETF$53,9040.05%1,191CommonSOLE
464287200IVVISHARES CORE S&P 500 ETF$51,1320.05%91CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$49,1800.05%52CommonSOLE
806857108SLBSCHLUMBERGER LTD F$46,8160.04%1,120CommonSOLE
427096508HTGCHERCULES CAP INC$46,1010.04%2,399CommonSOLE
880770102TERTERADYNE INC$45,0170.04%545CommonSOLE
922042874VGKVANGUARD FTSE EUROPE ETF$44,3720.04%632CommonSOLE
04010L103ARCCARES CAP CORP EQUITY CLASS EQUITY$42,9680.04%1,939CommonSOLE
14448C104CARRCARRIER GLOBAL CORP$41,8440.04%660CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$41,4860.04%402CommonSOLE
02156V109OKLOOKLO INC CLASS A$40,4480.04%1,870CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM TREAS INDEX FD$40,3200.04%687CommonSOLE
931142103WMTWALMART INC$40,2070.04%458CommonSOLE
549498103CCIVGBPLUCID GROUP INC$39,2010.04%16,199CommonSOLE
654106103NKENIKE INC CLASS B$39,0400.04%615CommonSOLE
126650100CVSCVS HEALTH CORP$37,9400.04%560CommonSOLE
09290D101BLKBLACKROCK INC NEW$35,9660.03%38CommonSOLE
09260D107BXBLACKSTONE INC$35,6430.03%255CommonSOLE
464287226AGGISHARES CORE US AGGREGATE BOND ETF$33,0390.03%334CommonSOLE
983793100XPOXPO INC$32,2740.03%300CommonSOLE
36828A101GEVGE VERNOVA INC$32,0540.03%105CommonSOLE
46434V613IUSBISHARES CORE TOTAL USD BOND MARK ETF$31,6100.03%686CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$31,4680.03%258CommonSOLE
723484101PNWPINNACLE WEST CAP CORP$30,9560.03%325CommonSOLE
79466L302CRMSALESFORCE INC$30,4740.03%113CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$30,1450.03%462CommonSOLE
921937835BNDVANGUARD TOTAL BOND MARKET ETF$29,1590.03%397CommonSOLE
87612G101TRGPTARGA RES CORP$28,8670.03%144CommonSOLE
67077M108NTRNUTRIEN LTD F$27,9030.03%562CommonSOLE
G3223R108EGEVEREST REINSURANCE GR F$27,6130.03%76CommonSOLE
291011104EMREMERSON ELEC CO$27,3000.03%249CommonSOLE
91913Y100VLOVALERO ENERGY CORP NEW$26,4140.02%200CommonSOLE
464287309IVWISHARES S&P 500 GROWTH ETF$25,6210.02%276CommonSOLE
464287515IGVISHARES EXPANDED TECH STW SCTR ETF$25,3620.02%285CommonSOLE
922908751VBVANGUARD SMALL CAP ETF$23,7270.02%107CommonSOLE
911363109URIUNITED RENTALS INC$23,0890.02%36CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC$22,4970.02%45CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$22,4000.02%205CommonSOLE
115637209BF/BBROWN FORMAN CORP CLASS B$22,0610.02%650CommonSOLE
46432F339QUALISHARES MSCI USA QLTY FACT ETF$21,0190.02%123CommonSOLE
293792107EPDENTERPRISE PRODS PART LP$20,4840.02%600CommonSOLE
67103H107ORLYO REILLY AUTOMOTIVE INC$20,0560.02%14CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$20,0360.02%275CommonSOLE
92206C599VTHRVANGUARD RUSSELL 3000 ETF$19,7400.02%80CommonSOLE
018522300AEBAALLETE INC$19,7100.02%300CommonSOLE
464288877EFVISHARES MSCI EAFE VALUE ETF$19,1550.02%325CommonSOLE
30040W108ESEVERSOURCE ENERGY$18,9430.02%305CommonSOLE
09290C103DYNFISHS US EQTY FACTR ROTATN ACT ETF$18,8210.02%386CommonSOLE
64107A105NPWRNet Power Inc CL A$18,4100.02%7,000CommonSOLE
11271J107BNBROOKFIELD CORP FCLASS A$17,8190.02%340CommonSOLE
88160R101TSLATESLA INC$17,6220.02%68CommonSOLE
002824100ABTABBOTT LABS$16,9790.02%128CommonSOLE
929160109VMCVULCAN MATLS CO$16,7970.02%72CommonSOLE
573284106MLMMARTIN MARIETTA MATLS IN$16,7340.02%35CommonSOLE
46138E263CGWINVSC S P GLOBAL WATER INDEX ETF$16,4280.02%295CommonSOLE
464288885EFGISHARES MSCI EAFE GROWTHETF$16,2000.02%162CommonSOLE
548661107LOWLOWES COS INC$16,0470.02%68CommonSOLE
494368103KMBKIMBERLY CLARK CORP$15,6440.01%110CommonSOLE
921932505VOOGVANGUARD S&P 500 GROWTH ETF$15,0990.01%45CommonSOLE
46284V101IRMIRON MTN INC NEW REIT$14,6260.01%170CommonSOLE
92537N108VRTVERTIV HLDGS CO CLASS A$14,4400.01%200CommonSOLE
253868103DLRDIGITAL RLTY TR INC REIT$14,3290.01%100CommonSOLE
46434V738IEURISHARES CORE MSCI EUROPEETF$14,1950.01%236CommonSOLE
294821608ERICERICSSON FSPONSORED ADR 1 ADR REPS 1 ORD SHS$13,9680.01%1,800CommonSOLE
98980G102ZSZSCALER INC$13,8890.01%70CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL I$13,5560.01%270CommonSOLE
910047109UALUNITED AIRLINES HLDG$13,1190.01%190CommonSOLE
039483102ADMARCHER-DANIELS MIDLAND CO COM$13,1060.01%273CommonSOLE
458140100INTCINTEL CORP$12,3990.01%546CommonSOLE
46434V696IPACISHARES CORE MSCI PACIFIC ETF$12,3850.01%199CommonSOLE
808524300SCHGSCHWAB US LARGE CAP GROWTH ETF$12,0190.01%480CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$12,0190.01%22CommonSOLE
75629V104RXRXRECURSION PHARMACEUTICALCLASS A$11,9810.01%2,265CommonSOLE
345370860FFORD MTR CO DEL$11,8850.01%1,185CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$11,6970.01%236CommonSOLE
464287408IVEISHARES S&P 500 VALUE ETF$11,6250.01%61CommonSOLE
149123101CATCATERPILLAR INC$11,5430.01%35CommonSOLE
126408103CSXCSX CORP$11,5270.01%391CommonSOLE
922908744VTVVANGUARD VALUE ETF$11,0550.01%64CommonSOLE
57636Q104MAMASTERCARD INC CLASS A$10,9620.01%20CommonSOLE
670100205NVONOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS$10,8320.01%156CommonSOLE
922042866VPLVANGUARD FTSE PACIFIC ETF$10,7960.01%149CommonSOLE
922020805VTIPVANGUARD SHRT INF PROT SEC INDEX ETF$10,7280.01%215CommonSOLE
921937827BSVVANGUARD SHORT-TERM BONDETF$10,6460.01%136CommonSOLE
98978V103ZTSZOETIS INC CLASS A$10,6330.01%64CommonSOLE
N07059210ASMLASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS$10,6020.01%16CommonSOLE
20030N101CMCSACOMCAST CORP NEW CLASS A$10,5530.01%286CommonSOLE
09254X101MUJBLACKROCK MUNIHOLDINGS N$10,5180.01%935CommonSOLE
78468R622JNKSPDR BLMBRG BRCLY HGH YDBND ETF$10,4830.01%110CommonSOLE
595112103MUMICRON TECHNOLOGY INC$10,4260.01%120CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$10,4000.01%21CommonSOLE
82452J109FOURSHIFT4 PMTS INC CLASS A$10,2950.01%126CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS$10,2920.01%62CommonSOLE
031162100AMGNAMGEN INC$10,2810.01%33CommonSOLE
023939101AMTMAMENTUM HLDGS INC COM$10,0100.01%550CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V F$9,8830.01%52CommonSOLE
92189F676SMHVANECK SEMICONDUCTOR ETF$9,7270.01%46CommonSOLE
032654105ADIANALOG DEVICES INC$9,6800.01%48CommonSOLE
833445109SNOWSNOWFLAKE INC CLASS A$9,6460.01%66CommonSOLE
37733W204GSKGSK PLC SPONSORED ADR NEW$9,6070.01%248CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGI$9,4530.01%117CommonSOLE
G5960L103MDTMEDTRONIC PLC F$9,4350.01%105CommonSOLE
097023105BABOEING CO$9,3800.01%55CommonSOLE
922907746VTEBVANGUARD MUNI BND TAX EXEMPT ETF$9,3780.01%189CommonSOLE
92206C649VTWVVANGUARD SCOTTSDALE FDS VANGUARD RUSSELL 2000 VALUE INDEX FD ETF SHS$9,3160.01%70CommonSOLE
46438R105ETHAISHARES ETHEREUM TRUST ETF$9,3000.01%673CommonSOLE
922908736VUGVANGUARD GROWTH ETF$9,2700.01%25CommonSOLE
464287721IYWISHARES US TECHNOLOGY ETF$9,2690.01%66CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$8,7750.01%16CommonSOLE
18914F103CLOVCLOVER HEALTH INVTS CORPCLASS A$8,6160.01%2,400CommonSOLE
500948302KQQQKURV ETF TR TECHNOLOGY TITANS SELECT ETF$8,5820.01%369CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW CLASS A$8,4680.01%255CommonSOLE
038222105AMATAPPLIED MATLS INC$8,4160.01%58CommonSOLE
92206C730VONEVANGUARD RUSSELL 1000 ETF$8,3770.01%33CommonSOLE
21873S108CRWVCOREWEAVE INC CLASS A$8,3430.01%225CommonSOLE
007903957PUT ADVANCED MICRO DEVIC$75 EXP 01/16/26$8,3120.01%19PUTSOLE
46137V241SPHQINVESCO S&P 500 QUALITY ETF$8,2920.01%125CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$7,8890.01%44CommonSOLE
03945R102ACHRARCHER AVIATION INC CLASS A$7,8560.01%1,105CommonSOLE
500948401AMZPKURV ETF TR KURV YIELD PREM STRATEGY AMAZON ETF$7,8380.01%296CommonSOLE
05580M108RILYB RILEY FINL INC$7,7400.01%2,000CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$7,4960.01%198CommonSOLE
438516106HONHONEYWELL INTL INC$7,4110.01%35CommonSOLE
464286426EEMAISHARES MSCI EMERGING MARKETS ASIA E$7,2580.01%98CommonSOLE
464286582SCJISHARES INC MSCI JAPAN SMALL CAP ETF$7,2120.01%94CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$7,1590.01%42CommonSOLE
92204A702VGTVANGUARD INFORMATION TECHNOLOGY ETF$7,0500.01%13CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$6,6560.01%13CommonSOLE
902973304USBUS BANCORP DEL$6,6280.01%157CommonSOLE
24703L952PUT DELL TECHNOLOGIES IN$55 EXP 06/20/25$6,5800.01%21PUTSOLE
26740W109QBTSD-WAVE QUANTUM INC$6,5360.01%860CommonSOLE
500948880TSLPKURV ETF TR KURV YIELD PREM STRATEGY TESLA ETF$6,4490.01%349CommonSOLE
46434G764EMXCISHARES MSCI EMERGING MARKETS EX CHI$6,4450.01%117CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INCLASS A$6,0760.01%72CommonSOLE
19260Q107COINCOINBASE GLOBAL INC CLASS A$6,0280.01%35CommonSOLE
29273V100ETENERGY TRANSFER L P LP$5,8440.01%314CommonSOLE
46641Q332JEPIJPMORGAN EQUITY PREMIUM INCOME ETF$5,7690.01%100CommonSOLE
538034109LYVLIVE NATION ENTMT INC$5,7450.01%44CommonSOLE
404280406HSBCHSBC HLDGS PLC SPONS ADR NEW$5,7430.01%100CommonSOLE
302635206FSKFS KKR CAPITAL CORP$5,6560.01%270CommonSOLE
855244109SBUXSTARBUCKS CORP$5,5910.01%57CommonSOLE
911312956PUT UNITED PARCEL SVC IN$95 EXP 01/16/26$5,5820.01%11PUTSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES ICLASS A$5,5620.01%3CommonSOLE
922908553VNQVANGUARD REAL ESTATE ETF$5,4320.01%60CommonSOLE
58933Y955PUT MERCK & CO. INC. $75 EXP 01/16/26$5,2750.00%15PUTSOLE
75524B104RBCRBC BEARINGS INC$5,1480.00%16CommonSOLE
816300107SIGISELECTIVE INS GROUP INC$5,1260.00%56CommonSOLE
46435U713IFRAISHARES U.S. INFRASTRUCTURE ETF$5,0020.00%111CommonSOLE
45687V106IRINGERSOLL RAND INC$4,9610.00%62CommonSOLE
934423104WBDWARNER BROS DISCOVERY IN$4,9460.00%461CommonSOLE
701094104PHPARKER-HANNIFIN CORP$4,8620.00%8CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$4,7770.00%28CommonSOLE
G6891L105PANLPANGAEA LOGISTICS SOLUTIONS LTD SHS ISINBMG6891L1054$4,7600.00%1,000CommonSOLE
047649108ATKRATKORE INC$4,6190.00%77CommonSOLE
26875P101EOGEOG RES INC$4,5240.00%35CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROU F$4,5190.00%22CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GROUP INC COM$4,4440.00%54CommonSOLE
759419104REKRREKOR SYS INC$4,4330.00%5,000CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC F$4,4310.00%20CommonSOLE
74164F103PRIMPRIMORIS SVCS CORP$4,4200.00%77CommonSOLE
67066G954PUT NVIDIA CORP $75 EXP 01/16/26$4,3250.00%10PUTSOLE
74762E102QUREQUANTA SVCS INC$4,3210.00%17CommonSOLE
H1467J104CBCHUBB LTD F$4,2270.00%14CommonSOLE
72407810062CPIPER SANDLER COMPANIES$4,2100.00%17CommonSOLE
011659109ALKALASKA AIR GROUP INC$4,1830.00%85CommonSOLE
235851102DHRDANAHER CORP$4,1000.00%20CommonSOLE
89151E109TTENTOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHS$3,8810.00%60CommonSOLE
546347105LPXLOUISIANA-PAC CORP$3,8630.00%42CommonSOLE
64110L106NFLXNETFLIX INC$3,7300.00%4CommonSOLE
53681J103LACLITHIUM AMERS CORP F$3,7260.00%1,375CommonSOLE
46641Q225BBCAJPMORGAN BETABUILDERS CANADA ETF$3,6490.00%51CommonSOLE
464286103EWAISHARES INC MSCI AUSTRALIA ETF$3,5160.00%150CommonSOLE
88160R951PUT TESLA INC $125 EXP 01/16/26$3,5000.00%5PUTSOLE
46654Q203JEPQJ P MORGAN NASDAQ EQT PRM INC ETF$3,2890.00%63CommonSOLE
72919P202PLUGPLUG PWR INC$3,2600.00%2,415CommonSOLE
172967424CCITIGROUP INC$3,2230.00%45CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$3,1900.00%95CommonSOLE
464288588MBBISHARES MBS ETF$3,1880.00%34CommonSOLE
80105N105SNYSANOFI FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS$3,1610.00%57CommonSOLE
336433107FSLRFIRST SOLAR INC COM$3,1600.00%25CommonSOLE
500754106KHCKRAFT HEINZ CO$3,1030.00%102CommonSOLE
H5012F103LARLITHIUM ARGENTINA AG F$2,9420.00%1,375CommonSOLE
067901108ABXBARRICK GOLD CORP F$2,8380.00%146CommonSOLE
50077B207KTOSKRATOS DEFENSE & SEC SOL$2,5530.00%86CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$2,5220.00%25CommonSOLE
20825C104COPCONOCOPHILLIPS$2,5200.00%24CommonSOLE
31428X106FDXFEDEX CORP$2,4370.00%10CommonSOLE
416515954PUT HARTFORD INS GROUP I$100 EXP 12/19/25$2,4250.00%10PUTSOLE
81762P102NOWSERVICENOW INC$2,3880.00%3CommonSOLE
624758108MWAMUELLER WATER PRODUC$2,3380.00%92CommonSOLE
00724F101ADBEADOBE INC$2,3010.00%6CommonSOLE
060505104BACBANK OF AMERICA CORP$2,2950.00%55CommonSOLE
46438F951PUT ISHR BITCOIN TR ETF $35 EXP 06/20/25$2,2890.00%20PUTSOLE
46090F100PDBCINVSC ACTVLY MNG OPTM YDDVRS ETF$2,2620.00%166CommonSOLE
375558103GILDGILEAD SCIENCES INC$2,2410.00%20CommonSOLE
512807306LRCXLAM RESH CORP$2,1810.00%30CommonSOLE
949746101WMT2WELLS FARGO & CO$2,1530.00%30CommonSOLE
78464A755XMESPDR S&P METALS & MININGETF IV$2,0710.00%37CommonSOLE
78409V104SPGIS&P GLOBAL INC$2,0320.00%4CommonSOLE
464287432TLTISHARES 20 PLS YEAR TREASURY BND ETF$2,0020.00%22CommonSOLE
63010H108NNENANO NUCLEAR ENERGY EQUICLASS EQUITY$1,9840.00%75CommonSOLE
405552100HLNHALEON PLC ADR ISINUS4055521003$1,9550.00%190CommonSOLE
832696405SJMSMUCKER J M CO$1,8940.00%16CommonSOLE
98980F104GTMZOOMINFO TECHNOLOGIES IN$1,8900.00%189CommonSOLE
025816109AXPAMERICAN EXPRESS CO$1,8830.00%7CommonSOLE
G54950103LINLINDE PLC F$1,8620.00%4CommonSOLE
00766T100ACMAECOM$1,7610.00%19CommonSOLE
036752103ELVELEVANCE HEALTH INC$1,7390.00%4CommonSOLE
552953101MGMMGM RESORTS INTL$1,7190.00%58CommonSOLE
743315103PGRPROGRESSIVE CORP OH$1,6980.00%6CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$1,6460.00%5CommonSOLE
749607107RLIRLI CORP$1,6060.00%20CommonSOLE
134429109CPBTHE CAMPBELL'S CO$1,5560.00%39CommonSOLE
48242W106KBRKBR INC$1,5440.00%31CommonSOLE
92242T101VVXV2X INC$1,5200.00%31CommonSOLE
808625107SAICSCIENCE APPLICATIONS INT$1,4590.00%13CommonSOLE
771049103RBLXROBLOX CORP CLASS A$1,4570.00%25CommonSOLE
929740108WABWABTEC COM$1,4500.00%8CommonSOLE
244199105DEDEERE & CO$1,4080.00%3CommonSOLE
893641100TDGTRANSDIGM GROUP INC$1,3830.00%1CommonSOLE
482480100KLACKLA CORP$1,3590.00%2CommonSOLE
872590104TMUST-MOBILE US INC$1,3330.00%5CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDGCLASS A$1,2540.00%12CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND FCLASS A$1,2480.00%4CommonSOLE
872540109TJXTJX COS INC NEW$1,2180.00%10CommonSOLE
59156R108METMETLIFE INC$1,2040.00%15CommonSOLE
88162G103TTEKTETRA TECH INC NEW$1,1990.00%41CommonSOLE
008073108AVAVAEROVIRONMENT INC$1,1910.00%10CommonSOLE
592688105MTDMETTLER-TOLEDO INTL INC$1,1800.00%1CommonSOLE
526057104LENLENNAR CORP CLASS A$1,1470.00%10CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$1,1300.00%13CommonSOLE
70202L102PSNPARSONS CORP DEL$1,1240.00%19CommonSOLE
863667101SYKSTRYKER CORP$1,1160.00%3CommonSOLE
337738108FISVFISERV INC$1,1040.00%5CommonSOLE
127190304CACICACI INTL INC CLASS A$1,1000.00%3CommonSOLE
278768106SATSECHOSTAR CORP CL A$1,0990.00%43CommonSOLE
92556H2060VVBPARAMOUNT GLOBAL B MERGER ELECTION EXP: 04/03/25$1,0760.00%90CommonSOLE
98419M100XYLXYLEM INC$1,0750.00%9CommonSOLE
052769106ADSKAUTODESK INC$1,0470.00%4CommonSOLE
22822V101CCICROWN CASTLE INC REIT REIT$1,0420.00%10CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$1,0350.00%3CommonSOLE
745867101PHMPULTEGROUP INC$1,0280.00%10CommonSOLE
384802104GWWGRAINGER W W INC$9870.00%1CommonSOLE
032095101APHAMPHENOL CORP NEW CLASS A$9830.00%15CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS I$9690.00%2CommonSOLE
760759100RSGREPUBLIC SVCS INC$9680.00%4CommonSOLE
03076C106AMPAMERIPRISE FINL INC$9680.00%2CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$9470.00%4CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$9370.00%10CommonSOLE
98138H101WDAYWORKDAY INC CLASS A$9340.00%4CommonSOLE
21036P108STZCONSTELLATION BRANDS INCCLASS A$9170.00%5CommonSOLE
74460D109PSAPUBLIC STORAGE REIT$8970.00%3CommonSOLE
74340W953PUT PROLOGIS INC $100 EXP 06/20/25$8870.00%5PUTSOLE
61174X109MNSTMONSTER BEVERAGE CORP NE$8770.00%15CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANG$8620.00%5CommonSOLE
29364G103ETRENTERGY CORP NEW$8540.00%10CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$8530.00%5CommonSOLE
217204106CPRTCOPART INC$8480.00%15CommonSOLE
74251V102PFGPRINCIPAL FINL GROUP INC$8430.00%10CommonSOLE
064058100BKBANK NEW YORK MELLON COR$8380.00%10CommonSOLE
03073E105CORCENCORA INC$8340.00%3CommonSOLE
172908105CTASCINTAS CORP$8220.00%4CommonSOLE
29444U700EQIXEQUINIX INC REIT$8150.00%1CommonSOLE
00827B106AFRMAFFIRM HLDGS INC CLASS A$8130.00%18CommonSOLE
525327102LDOSLEIDOS HLDGS INC$8090.00%6CommonSOLE
30231G952PUT EXXON MOBIL CORP $100 EXP 06/20/25$8070.00%9PUTSOLE
G0403H108AONAON PLC FCLASS A$7980.00%2CommonSOLE
42809H107HESHESS CORP$7980.00%5CommonSOLE
22160N109CSGPCOSTAR GROUP INC$7920.00%10CommonSOLE
95040Q104WELLWELLTOWER INC REIT$7660.00%5CommonSOLE
278865100ECLECOLAB INC$7600.00%3CommonSOLE
125896100CMSCMS ENERGY CORP$7510.00%10CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$7480.00%20CommonSOLE
042068205ARMARM HLDGS PLC EQUITY A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS$7470.00%7CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC REIT$7420.00%5CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC$7370.00%5CommonSOLE
60770K107MRNAMODERNA INC$7370.00%26CommonSOLE
941848103WATWATERS CORP$7370.00%2CommonSOLE
88579Y101MMM3M CO$7340.00%5CommonSOLE
56585A102MPCMARATHON PETE CORP$7280.00%5CommonSOLE
651639106NEMNEWMONT CORP$7240.00%15CommonSOLE
28176E108EWEDWARDS LIFESCIENCES COR$7240.00%10CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$7210.00%62CommonSOLE
571903202MARMARRIOTT INTL INC NEW CLASS A$7140.00%3CommonSOLE
G87052109TELTE CONNECTIVITY PLC F$7060.00%5CommonSOLE
707569109PENNPENN ENTMT INC$7010.00%43CommonSOLE
824348106SHWSHERWIN-WILLIAMS CO$6980.00%2CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$6940.00%5CommonSOLE
233331107DTEDTE ENERGY CO$6910.00%5CommonSOLE
40412C101HCAHCA HEALTHCARE INC$6910.00%2CommonSOLE
252131107DXCMDEXCOM INC$6820.00%10CommonSOLE
466313103JBLJABIL INC$6800.00%5CommonSOLE
446150104HBANHUNTINGTON BANCSHARES IN$6750.00%45CommonSOLE
58155Q103MCKMCKESSON CORP$6720.00%1CommonSOLE
166764950PUT CHEVRON CORP NEW $115 EXP 01/16/26$6570.00%5PUTSOLE
12504L109CBRECBRE GROUP INC CLASS A$6530.00%5CommonSOLE
443201108HWMHOWMET AEROSPACE INC$6480.00%5CommonSOLE
493267108KEYKEYCORP NEW$6390.00%40CommonSOLE
75886F107REGNREGENERON PHARMACEUTICAL$6340.00%1CommonSOLE
03662Q105AKXANSYS INC$6330.00%2CommonSOLE
858119100STLDSTEEL DYNAMICS INC$6250.00%5CommonSOLE
670346105NUENUCOR CORP$6010.00%5CommonSOLE
372460105GPCGENUINE PARTS CO$5950.00%5CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$5890.00%1CommonSOLE
92840M102VSTVISTRA CORP$5870.00%5CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$5790.00%1CommonSOLE
48251W104KKRKKR & CO INC$5780.00%5CommonSOLE
70614W100PTONPELOTON INTERACTIVE INC$5680.00%90CommonSOLE
55354G100MSCIMSCI INC$5650.00%1CommonSOLE
209115104EDCONSOLIDATED EDISON INC$5520.00%5CommonSOLE
693506107PPGPPG INDS INC$5460.00%5CommonSOLE
87165B103SYFSYNCHRONY FINL$5290.00%10CommonSOLE
714046109RVTYREVVITY INC$5290.00%5CommonSOLE
05464C101AXONAXON ENTERPRISE INC$5250.00%1CommonSOLE
00214Q302ARKGARK GENOMIC REVOLUTION ETF$5220.00%25CommonSOLE
87612E106TGTTARGET CORP EQUITY CLASS EQUITY$5210.00%5CommonSOLE
68622V106OGNORGANON & CO COM$5210.00%35CommonSOLE
023608102AEEAMEREN CORP$5020.00%5CommonSOLE
92556H107PARAAPARAMOUNT GLOBAL S/M EFF 08/08/25 1.5333 NEW CU 69932A204 PARAMOUNT SKYDANCE CORP FOR 1 OLD$5000.00%22CommonSOLE
665859104NTRSNORTHERN TR CORP$4930.00%5CommonSOLE
693718108PCARPACCAR INC$4860.00%5CommonSOLE
34959E109FTNTFORTINET INC$4810.00%5CommonSOLE
G0450A105ACGLARCH CAPITAL GROUP LTD F$4800.00%5CommonSOLE
49177J102KVUEKENVUE INC$4790.00%20CommonSOLE
76655K103RGTIRIGETTI COMPUTING INC$4750.00%60CommonSOLE
94106L109WMWASTE MGMT INC DEL$4630.00%2CommonSOLE
30161N101EXCEXELON CORP$4600.00%10CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$4590.00%5CommonSOLE
540424108LLOEWS CORP$4590.00%5CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS I$4550.00%2CommonSOLE
857477103STTSTATE STR CORP$4470.00%5CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP CLASS A$4400.00%2CommonSOLE
256677105DGDOLLAR GEN CORP NEW$4390.00%5CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$4370.00%1CommonSOLE
216648501COOCOOPER COS INC$4210.00%5CommonSOLE
500767956PUT KRNSHR CHN INTERNET $30 EXP 05/16/25$4200.00%15PUTSOLE
45168D104IDXXIDEXX LABS INC$4190.00%1CommonSOLE
609207955PUT MONDELEZ INTL INC $55 EXP 06/20/25$4150.00%9PUTSOLE
681919106OMCOMNICOM GROUP INC$4140.00%5CommonSOLE
337932107FEFIRSTENERGY CORP$4040.00%10CommonSOLE
21037T109CEGCONSTELLATION ENERGY COR$4030.00%2CommonSOLE
G51502105JCIJOHNSON CONTROLS INT F$4000.00%5CommonSOLE
459506101IFFINTERNTNL FLAVORS &$3880.00%5CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$3860.00%10CommonSOLE
854502101SWKSTANLEY BLACK & DECKER I$3840.00%5CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLCLASS A$3820.00%5CommonSOLE
631103108NDAQNASDAQ INC$3790.00%5CommonSOLE
256746108DLTRDOLLAR TREE INC$3750.00%5CommonSOLE
871829107SYYSYSCO CORP$3750.00%5CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS ICLASS A$3680.00%1CommonSOLE
90384S303ULTAULTA BEAUTY INC$3660.00%1CommonSOLE
34959J108FTVFORTIVE CORP DISC$3650.00%5CommonSOLE
883203101TXTTEXTRON INC$3610.00%5CommonSOLE
084423102WRBBERKLEY W R CORP$3550.00%5CommonSOLE
98389B100XELXCEL ENERGY INC$3530.00%5CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTR FCLASS A$3520.00%5CommonSOLE
219948106CPAYCORPAY INC$3480.00%1CommonSOLE
30034W106EVRGEVERGY INC$3440.00%5CommonSOLE
071813109BAXBAXTER INTL INC$3420.00%10CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$3420.00%10CommonSOLE
501044101KRKROGER CO$3380.00%5CommonSOLE
29414B104EPAMEPAM SYS INC$3370.00%2CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC F$3360.00%1CommonSOLE
518439104ELLAUDER ESTEE COS INC CLASS A$3300.00%5CommonSOLE
443510607HUBBHUBBELL INC$3300.00%1CommonSOLE
73278L105POOLPOOL CORP$3180.00%1CommonSOLE
22052L104CTVACORTEVA INC$3140.00%5CommonSOLE
231021106CMICUMMINS INC$3130.00%1CommonSOLE
29355A107ENPHENPHASE ENERGY INC$3100.00%5CommonSOLE
436440101HO1HOLOGIC INC$3080.00%5CommonSOLE
418056107HASHASBRO INC$3070.00%5CommonSOLE
45337C102INCYINCYTE CORP$3020.00%5CommonSOLE
02209S103MOALTRIA GROUP INC$3000.00%5CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC CLASS A$2970.00%1CommonSOLE
15677J108DAYDAYFORCE INC$2910.00%5CommonSOLE
127097103CTRACOTERRA ENERGY INC$2890.00%10CommonSOLE
550021109LULULULULEMON ATHLETICA INC$2830.00%1CommonSOLE
25746U109DDOMINION ENERGY INC$2800.00%5CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$2750.00%5CommonSOLE
26884L109EQTEQT CORP$2670.00%5CommonSOLE
315616102FFIVF5 INC$2660.00%1CommonSOLE
45784P101PODDINSULET CORP$2620.00%1CommonSOLE

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.