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CHESAPEAKE ASSET MANAGEMENT LLC

Q4 2024 · 13F-HR

CHESAPEAKE ASSET MANAGEMENT LLCholdings as filed

Filed 2026-01-05 · accession 0001079397-26-000002

$107.4M
Reported value
530
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 530

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$9.7M9.00%22,940CommonSOLE
037833100AAPLAPPLE INC$7.7M7.15%30,670CommonSOLE
532457108LLYELI LILLY AND CO$6.8M6.37%8,858CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$4.4M4.09%18,342CommonSOLE
399909100GGALGrupo Financiero Galicia ADR$3.6M3.35%57,680CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A F$3.6M3.33%8,004CommonSOLE
783549108RRYDER SYS INC COM$3.0M2.83%19,350CommonSOLE
001055102AFLAFLAC INC$2.9M2.73%28,357CommonSOLE
58933Y105MRKMERCK & CO. INC.$2.9M2.68%28,942CommonSOLE
11135F101AVGOBROADCOM INC$2.5M2.34%10,820CommonSOLE
78462F103SPYSPDR S&P 500 ETF IV$2.5M2.32%4,244CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$2.3M2.10%4,632CommonSOLE
171340102CHDCHURCH & DWIGHT INC$2.0M1.89%19,341CommonSOLE
459200101IBMIBM CORP$2.0M1.86%9,100CommonSOLE
058934100BBARBanco Bbva Argentina S A Spon ADR$1.9M1.81%101,850CommonSOLE
713448108PEPPEPSICO INC$1.9M1.77%12,512CommonSOLE
05961W105BMABANCO MACRO BANSUD S A SPONSORED ADR REPSTG CL B$1.7M1.60%17,748CommonSOLE
46982L108JJACOBS SOLUTIONS INC$1.6M1.51%12,173CommonSOLE
574599106MASMASCO CORP COM$1.5M1.37%20,259CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEWREIT$1.2M1.16%7,205CommonSOLE
78463V107GLDSPDR GOLD SHARES ETF$1.2M1.15%5,097CommonSOLE
984245100YPFYPF Sociedad Anonima Spons ADR Dep SHS Rep 1 CL D Argentina ADR$1.1M1.06%26,880CommonSOLE
00287Y109ABBVABBVIE INC$1.1M1.06%6,416CommonSOLE
904767704UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS$1.1M1.04%19,602CommonSOLE
75513E101RTXRTX CORP$1.1M1.00%9,316CommonSOLE
46090E103QQQINVSC QQQ TRUST SRS 1 ETF$1.0M0.94%1,964CommonSOLE
697660207PAMPampa Energia SA ADR Ars$985,1030.92%11,202CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC COM$965,6260.90%5,728CommonSOLE
023135106AMZNAMAZON.COM INC$937,8920.87%4,275CommonSOLE
969457100WMBWILLIAMS COS INC$906,2390.84%16,745CommonSOLE
742718109PGPROCTER & GAMBLE CO$832,8850.78%4,968CommonSOLE
G29183103ETNEATON CORP PLC F$813,0810.76%2,450CommonSOLE
166764100CVXCHEVRON CORP NEW$768,6650.72%5,307CommonSOLE
580135101MCDMCDONALDS CORP$755,7430.70%2,607CommonSOLE
65339F101NEENEXTERA ENERGY INC$739,1230.69%10,310CommonSOLE
89417E109TRVTRAVELERS COS INC$730,8600.68%3,034CommonSOLE
30303M102METAMETA PLATFORMS INC CLASS A$730,2320.68%1,247CommonSOLE
693475105PNCPNC FINL SERVICES$724,5370.67%3,757CommonSOLE
609207105MDLZMONDELEZ INTL INC CLASS A$708,3970.66%11,860CommonSOLE
741623102PRMBPRIMO BRANDS CORP CLASS A$650,4470.61%21,139CommonSOLE
464287655IWMISHARES TR RUSSELL 2000 ETF$637,6900.59%2,886CommonSOLE
464288240ACWXISHARES TR MSCI ACWI EX US ETF$637,4470.59%12,221CommonSOLE
437076102HDHOME DEPOT INC$605,9560.56%1,557CommonSOLE
02079K305GOOGLALPHABET INC CLASS A$605,8250.56%3,200CommonSOLE
247361702DALDELTA AIR LINES INC DEL$544,5000.51%9,000CommonSOLE
219350105GLWCORNING INC$535,7880.50%11,275CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSIN$526,3280.49%1,798CommonSOLE
882508104TXNTEXAS INSTRS INC$521,0900.49%2,779CommonSOLE
30231G102XOMEXXON MOBIL CORP$515,3670.48%4,791CommonSOLE
756109104OREALTY INCOME CORP REIT$513,9110.48%9,622CommonSOLE
816851109SRESEMPRA$509,4770.47%5,808CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$498,1010.46%2,345CommonSOLE
92552R406PRSUPURSUIT ATTRACTIONS & HOSPITALITY INC COM NEW$456,0890.42%10,729CommonSOLE
68389X105ORCLORACLE CORP$453,2600.42%2,720CommonSOLE
009158106APDAIR PRODS & CHEMS INC$425,7780.40%1,468CommonSOLE
464287150ITOTISHARES TOTAL US STOCK MARKET ETF$401,4230.37%3,121CommonSOLE
67066G104NVDANVIDIA CORP$390,1120.36%2,905CommonSOLE
546347105LPXLOUISIANA-PAC CORP COM$388,2080.36%3,749CommonSOLE
718546104PSXPHILLIPS 66$379,0450.35%3,327CommonSOLE
226406106CRESYCresud Sacifya Spon ADR$374,0370.35%29,615CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC CLASS C$371,3030.35%3,222CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$371,1330.35%13,545CommonSOLE
478160104JNJJOHNSON & JOHNSON$363,1400.34%2,511CommonSOLE
835699307SONYSONY GROUP CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS$336,0840.31%15,883CommonSOLE
69351T106PPLPPL CORP$323,3340.30%9,961CommonSOLE
12572Q105CMECME GROUP INC CLASS A$318,8510.30%1,373CommonSOLE
023939101AMTMAMENTUM HLDGS INC CLASS EQUITY$308,5730.29%14,673CommonSOLE
54150E104LOMALoma Negra Cia Indl Ar Sponsored ADR$308,1230.29%25,806CommonSOLE
704326107PAYXPAYCHEX INC$305,3990.28%2,178CommonSOLE
74340W103PLDPROLOGIS INC REIT$295,6420.28%2,797CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$276,8740.26%8,620CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$271,8160.25%1,072CommonSOLE
40434L105HPQHP INC$263,2580.25%8,068CommonSOLE
747525103QCOMQUALCOMM INC$250,4000.23%1,630CommonSOLE
78464A854SPYMSPDR PORTFOLIO S&P 500 ETF$247,0120.23%3,583CommonSOLE
92939U106WECWEC ENERGY GROUP INC$241,4940.22%2,568CommonSOLE
682680103OKEONEOK INC NEW$231,0200.22%2,301CommonSOLE
46436E718SGOVISHARES 0 TO 3 MNTH TREASURY BND ETF$228,2280.21%2,275CommonSOLE
92343V104VZVERIZON COMMUNICATIONS I$221,3840.21%5,536CommonSOLE
007903107AMDADVANCED MICRO DEVICE IN$202,8060.19%1,679CommonSOLE
369550108GDGENERAL DYNAMICS CORP$196,8270.18%747CommonSOLE
922908769VTIVANGUARD TOTAL STOCK MARKET ETF$187,2170.17%646CommonSOLE
G3223R108EGEVEREST REINSURANCE GR F$182,3170.17%503CommonSOLE
00206R102TAT&T INC$180,7020.17%7,936CommonSOLE
81369Y605XLFFinancial Select Sector SPDR Fund ETF$176,8870.16%3,660CommonSOLE
911312106UPSUNITED PARCEL SVC INC CLASS B$174,0180.16%1,380CommonSOLE
17275R102CSCOCISCO SYS INC$169,3710.16%2,861CommonSOLE
500767306KWEBKRANESHARES CSI CHINA INTERNET ETF$163,0130.15%5,575CommonSOLE
717081103PFEPFIZER INC$161,0900.15%6,072CommonSOLE
H42097107UBSUBS Group AG CHF$150,0840.14%4,950CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHS$143,2100.13%1,689CommonSOLE
311900104FASTFASTENAL CO$142,3090.13%1,979CommonSOLE
11271J107BNBrookfield Corp CL A Cad$137,3050.13%2,390CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR STATE STREET UTILITIES SELECT SECTOR SPDR ETF$135,8630.13%1,795CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC N$132,1280.12%800CommonSOLE
920253101VMIValmont Industries Inc$132,1260.12%430CommonSOLE
16679L109CHWYChewy Inc CL A$130,6110.12%3,900CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC CLASS A$121,1240.11%354CommonSOLE
46138G649QQQMINVESCO NASDAQ 100 ETF$120,4650.11%572CommonSOLE
718172109PMPHILIP MORRIS INTL INC$120,1090.11%998CommonSOLE
46429B747STIPISHARES 0-5 YEAR TIPS BOND ETF$119,7140.11%1,190CommonSOLE
922908363VOOVANGUARD S&P 500 ETF$118,5380.11%220CommonSOLE
910047109UALUNITED AIRLINES HLDGS$116,5200.11%1,200CommonSOLE
46434G103IEMGISHARES CORE MSCI EMERGING ETF$115,7710.11%2,217CommonSOLE
922042858VWOVANGUARD FTSE EMERGING MARK ETF IV$115,5160.11%2,623CommonSOLE
46438F101IBITISHARES BITCOIN ETF$114,1100.11%2,151CommonSOLE
254687106DISDISNEY WALT CO$111,5430.10%1,001CommonSOLE
21874A106CORZCORE SCIENTIFIC INC$111,3880.10%7,928CommonSOLE
617446448MSMORGAN STANLEY$109,1240.10%868CommonSOLE
808524870SCHPSCHWAB US TIPS ETF$108,9250.10%4,217CommonSOLE
55826T102SPHRSphere Entertainment Co CL A$105,4360.10%2,615CommonSOLE
770700102HOODROBINHOOD MKTS INC CLASS A$99,5580.09%2,672CommonSOLE
05722G100BKRBAKER HUGHES CO. CLASS A$96,6020.09%2,355CommonSOLE
780259305SHELSHELL PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS$94,2880.09%1,505CommonSOLE
921910816MGKVANGUARD MEGA CAP GROWTHETF$85,8520.08%250CommonSOLE
009066101ABNBAIRBNB INC CLASS A$79,7650.07%607CommonSOLE
02079K107GOOGALPHABET INC CLASS C$79,1180.07%415CommonSOLE
64107A105NPWRNet Power Inc CL A$74,1300.07%7,000CommonSOLE
92826C839VVISA INC CLASS A$71,7410.07%227CommonSOLE
369604301GEGE AEROSPACE$69,0170.06%413CommonSOLE
191216100KOTHE COCA-COLA CO$68,0390.06%1,092CommonSOLE
880770102TERTERADYNE INC$67,9960.06%540CommonSOLE
464287515IGVISHARES EXPANDED TCH STWSCTR ETF IV$62,5750.06%625CommonSOLE
464287226AGGISHARES CORE US AGGREGATE BOND ETF$61,0470.06%630CommonSOLE
464287200IVVISHARES CORE S&P 500 ETF IV$53,5690.05%91CommonSOLE
16411Q101CQPCHENIERE ENERGY PARTN LP$53,1200.05%1,000CommonSOLE
110122108BMYBRISTOL MYERS SQUIBB CO$52,7130.05%932CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY CLASS B$51,6730.05%114CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$49,4780.05%54CommonSOLE
427096508HTGCHERCULES CAP INC$47,7130.04%2,374CommonSOLE
04010L103ARCCARES CAP CORP CLASS EQUITY$46,8220.04%2,139CommonSOLE
549498103CCIVGBPLUCID GROUP INC$46,3440.04%15,346CommonSOLE
922908751VBVANGUARD SMALL CAP ETF$45,6530.04%190CommonSOLE
14448C104CARRCARRIER GLOBAL CORP$45,0510.04%660CommonSOLE
09260D107BXBLACKSTONE INC$44,8290.04%260CommonSOLE
806857108SLBSCHLUMBERGER LTD F$42,7490.04%1,115CommonSOLE
291011104EMREMERSON ELEC CO$42,1360.04%340CommonSOLE
931142103WMTWALMART INC$41,3800.04%458CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$39,4310.04%462CommonSOLE
983793100XPOXPO INC$39,3450.04%300CommonSOLE
09290D101BLKBLACKROCK INC NEW$38,9540.04%38CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$37,2290.03%402CommonSOLE
79466L302CRMSALESFORCE INC$36,9200.03%110CommonSOLE
46434V738IEURISHARES CORE MSCI EUROPEETF$34,0070.03%630CommonSOLE
36828A101GEVGE VERNOVA INC$33,2210.03%101CommonSOLE
126650100CVSCVS HEALTH CORP$33,2180.03%740CommonSOLE
922042866VPLVANGUARD FTSE PACIFIC ETF$32,8910.03%463CommonSOLE
46434V613IUSBISHARES TOTAL USD BOND MARKET ETF$31,0070.03%686CommonSOLE
922908744VTVVANGUARD VALUE ETF$30,4740.03%180CommonSOLE
464287309IVWISHARES S&P 500 GROWTH ETF$28,0220.03%276CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$27,7960.03%258CommonSOLE
723484101PNWPINNACLE WEST CAP CORP$27,5500.03%325CommonSOLE
87612G101TRGPTARGA RES CORP$25,7040.02%144CommonSOLE
67077M108NTRNUTRIEN LTD F$25,1430.02%562CommonSOLE
91913Y100VLOVALERO ENERGY CORP NEW$25,1300.02%205CommonSOLE
115637209BF/BBROWN FORMAN CORP CLASS B$25,0660.02%660CommonSOLE
038222105AMATAPPLIED MATLS INC$24,0690.02%148CommonSOLE
75629V104RXRXRECURSION PHARMACEUTICALCLASS A$23,9100.02%3,537CommonSOLE
30040W108ESEVERSOURCE ENERGY$22,9720.02%400CommonSOLE
911363109URIUNITED RENTALS INC$22,3710.02%31CommonSOLE
464286582SCJISHARES INC MSCI JAPAN SMALL CAP ETF$22,2370.02%304CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC$21,9470.02%42CommonSOLE
46432F339QUALISHARES MSCI USA QLTY FACT ETF$21,9030.02%123CommonSOLE
833445109SNOWSNOWFLAKE INC CLASS A$21,7710.02%141CommonSOLE
92206C599VTHRVANGUARD RUSSELL 3000 ETF$20,7790.02%80CommonSOLE
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09290C103DYNFISHS US EQTY FACTR ROTATN ACT ETF$19,7820.02%386CommonSOLE
018522300AEBAALLETE INC$19,4400.02%300CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$18,9070.02%205CommonSOLE
293792107EPDENTERPRISE PRODS PART LP$18,8160.02%600CommonSOLE
573284106MLMMARTIN MARIETTA MATLS IN$18,5940.02%36CommonSOLE
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46284V101IRMIRON MTN INC NEW REIT$18,3940.02%175CommonSOLE
929160109VMCVULCAN MATLS CO$18,2630.02%71CommonSOLE
464288877EFVISHARES MSCI EAFE VALUE ETF$17,0520.02%325CommonSOLE
67103H107ORLYO REILLY AUTOMOTIVE INC$16,6010.02%14CommonSOLE
46438R105ETHAISHARES ETHEREUM TRUST ETF$16,3870.02%648CommonSOLE
46138E263CGWINVSC S P GLOBAL WATER INDEX ETF$15,9890.01%295CommonSOLE
548661107LOWLOWES COS INC$15,9260.01%64CommonSOLE
464288885EFGISHARES MSCI EAFE GROWTHETF$15,6860.01%162CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL I$15,6780.01%260CommonSOLE
301505707ROBOEXCHANGE TRADED CONCEPTS TR ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF$15,1330.01%269CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$15,0800.01%250CommonSOLE
H1467J104CBCHUBB LTD F$14,9200.01%54CommonSOLE
294821608ERICERICSSON FSPONSORED ADR 1 ADR REPS 1 ORD SHS$14,5080.01%1,800CommonSOLE
039483102ADMARCHER-DANIELS MIDLAND C$14,0440.01%278CommonSOLE
002824100ABTABBOTT LABS$13,9120.01%123CommonSOLE
126408103CSXCSX CORP$13,5700.01%420CommonSOLE
670100205NVONOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS$13,4190.01%156CommonSOLE
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98980G102ZSZSCALER INC$12,6280.01%70CommonSOLE
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88160R101TSLATESLA INC$11,7110.01%29CommonSOLE
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149123101CATCATERPILLAR INC$11,6080.01%32CommonSOLE
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46120E602ISRGINTUITIVE SURGICAL INC$11,4830.01%22CommonSOLE
92537N108VRTVERTIV HLDGS CO CLASS A$11,3610.01%100CommonSOLE
92189F676SMHVANECK SEMICONDUCTOR ETF$11,1390.01%46CommonSOLE
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458140100INTCINTEL CORP$10,3450.01%516CommonSOLE
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253868103DLRDIGITAL RLTY TR INC REIT$9,7530.01%55CommonSOLE
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14040H105COFCAPITAL ONE FINL CORP$7,8460.01%44CommonSOLE
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53681K100LITHIUM AMERS ARGENTIN F$3,6020.00%1,375CommonSOLE
464286103EWAISHARES INC MSCI AUSTRALIA ETF$3,5790.00%150CommonSOLE
64110L106NFLXNETFLIX INC$3,5650.00%4CommonSOLE
46654Q203JEPQJ P MORGAN NASDAQ EQT PRM INC ETF$3,4940.00%61CommonSOLE
20825C104COPCONOCOPHILLIPS$3,4700.00%35CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$3,4530.00%6CommonSOLE
89151E109TTENTOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHS$3,2700.00%60CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$3,1930.00%95CommonSOLE
74340W953PUT PROLOGIS INC $100 EXP 06/20/25$3,1870.00%11PUTSOLE
464288588MBBISHARES MBS ETF$3,1170.00%34CommonSOLE
05580M958PUT B RILEY FINL INC $7.5 EXP 01/17/25$2,8500.00%10PUTSOLE
609207955PUT MONDELEZ INTL INC $55 EXP 06/20/25$2,8170.00%11PUTSOLE
060505104BACBANK OF AMERICA CORP$2,6370.00%60CommonSOLE
067901108ABXBARRICK GOLD CORP F$2,2630.00%146CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$2,2330.00%25CommonSOLE
46090F100PDBCINVSC ACTVLY MNG OPTM YDDVRS ETF$2,1560.00%166CommonSOLE
81762P102NOWSERVICENOW INC$2,1200.00%2CommonSOLE
78464A755XMESPDR S&P METALS & MININGETF IV$2,0990.00%37CommonSOLE
G54950103LINLINDE PLC F$2,0930.00%5CommonSOLE
98980F104GTMZOOMINFO TECHNOLOGIES IN$1,9860.00%189CommonSOLE
464287432TLTISHARES 20 PLS YEAR TREASURY BND ETF$1,9210.00%22CommonSOLE
375558103GILDGILEAD SCIENCES INC$1,8470.00%20CommonSOLE
405552100HLNHALEON PLC ADR ISIN#US4055521003$1,8120.00%190CommonSOLE
512807306LRCXLAM RESH CORP CLASS EQUITY$1,8050.00%25CommonSOLE
025816109AXPAMERICAN EXPRESS CO$1,7800.00%6CommonSOLE
00724F101ADBEADOBE INC$1,7780.00%4CommonSOLE
30231G952PUT EXXON MOBIL CORP $100 EXP 06/20/25$1,7620.00%15PUTSOLE
G1151C101ACNACCENTURE PLC IRELAND FCLASS A$1,7580.00%5CommonSOLE
949746101WMT2WELLS FARGO & CO$1,7560.00%25CommonSOLE
438516106HONHONEYWELL INTL INC$1,5810.00%7CommonSOLE
929740108WABWABTEC COM$1,5160.00%8CommonSOLE
78409V104SPGIS&P GLOBAL INC$1,4940.00%3CommonSOLE
48251W104KKRKKR & CO INC$1,4790.00%10CommonSOLE
15673X200CEPTON INC$1,4670.00%450CommonSOLE
771049103RBLXROBLOX CORP CLASS A$1,4460.00%25CommonSOLE
863667101SYKSTRYKER CORP$1,4400.00%4CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$1,3430.00%10CommonSOLE
040413205ANETARISTA NETWORKS INC$1,3260.00%12CommonSOLE
244199105DEDEERE & CO$1,2710.00%3CommonSOLE
893641100TDGTRANSDIGM GROUP INC$1,2670.00%1CommonSOLE
90353T950PUT UBER TECHNOLOGIES IN$50 EXP 06/20/25$1,2620.00%6PUTSOLE
461202103INTUINTUIT$1,2570.00%2CommonSOLE
842587107SOSOUTHERN CO$1,2340.00%15CommonSOLE
592688105MTDMETTLER-TOLEDO INTL INC$1,2230.00%1CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$1,2180.00%6CommonSOLE
94106L109WMWASTE MGMT INC DEL$1,2100.00%6CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS I$1,2080.00%3CommonSOLE
872540109TJXTJX COS INC NEW$1,2080.00%10CommonSOLE
127387108CDNSCADENCE DESIGN SYS INC$1,2010.00%4CommonSOLE
743315103PGRPROGRESSIVE CORP OH$1,1980.00%5CommonSOLE
744320102PRUPRUDENTIAL FINL INC$1,1850.00%10CommonSOLE
654106103NKENIKE INC CLASS B$1,1350.00%15CommonSOLE
075887109BDXBECTON DICKINSON & CO$1,1340.00%5CommonSOLE
125523100CITHE CIGNA GROUP$1,1040.00%4CommonSOLE
693718108PCARPACCAR INC$1,0400.00%10CommonSOLE
337738108FISVFISERV INC$1,0270.00%5CommonSOLE
278768106SATSECHOSTAR CORP CL A$9840.00%43CommonSOLE
871607107SNPSSYNOPSYS INC$9700.00%2CommonSOLE
020002101ALLALLSTATE CORP$9630.00%5CommonSOLE
615369105MCOMOODYS CORP$9460.00%2CommonSOLE
29444U700EQIXEQUINIX INC REIT$9420.00%1CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$9240.00%2CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW REIT$9170.00%5CommonSOLE
907818108UNPUNION PAC CORP$9120.00%4CommonSOLE
872590104TMUST-MOBILE US INC$8820.00%4CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$8660.00%5CommonSOLE
707569109PENNPENN ENTMT INC$8520.00%43CommonSOLE
007903957PUT ADVANCED MICRO DEVIC$110 EXP 01/17/25$8460.00%5PUTSOLE
31428X106FDXFEDEX CORP$8430.00%3CommonSOLE
595112103MUMICRON TECHNOLOGY INC$8410.00%10CommonSOLE
59156R108METMETLIFE INC$8180.00%10CommonSOLE
760759100RSGREPUBLIC SVCS INC$8040.00%4CommonSOLE
92556V106VTRSVIATRIS INC$7960.00%64CommonSOLE
G51502105JCIJOHNSON CONTROLS INTER F$7890.00%10CommonSOLE
064058100BKBANK NEW YORK MELLON COR$7680.00%10CommonSOLE
29364G103ETRENTERGY CORP NEW$7580.00%10CommonSOLE
778296103ROSTROSS STORES INC$7560.00%5CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANG$7450.00%5CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS I$7410.00%3CommonSOLE
941848103WATWATERS CORP$7410.00%2CommonSOLE
036752103ELVELEVANCE HEALTH INC$7370.00%2CommonSOLE
172908105CTASCINTAS CORP$7300.00%4CommonSOLE
09073M104TECHBIO-TECHNE CORP$7200.00%10CommonSOLE
466313103JBLJABIL INC$7190.00%5CommonSOLE
G0403H108AONAON PLC FCLASS A$7180.00%2CommonSOLE
G87052109TELTE CONNECTIVITY PLC F$7140.00%5CommonSOLE
75886F107REGNREGENERON PHARMACEUTICAL$7120.00%1CommonSOLE
23331A109DHID R HORTON INC$6990.00%5CommonSOLE
56585A102MPCMARATHON PETE CORP$6970.00%5CommonSOLE
032095101APHAMPHENOL CORP NEW CLASS A$6940.00%10CommonSOLE
92840M102VSTVISTRA CORP$6890.00%5CommonSOLE
92556H2060VVBPARAMOUNT GLOBAL S/M EFF 08/08/2025 1 NEW CU 69932A204 PARAMOUNT SKYDANCE CORP FOR 1 OLD$6790.00%65CommonSOLE
824348106SHWSHERWIN-WILLIAMS CO$6790.00%2CommonSOLE
125896100CMSCMS ENERGY CORP$6660.00%10CommonSOLE
42809H107HESHESS CORP$6650.00%5CommonSOLE
12504L109CBRECBRE GROUP INC CLASS A$6560.00%5CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$6540.00%20CommonSOLE
01609W952PUT ALIBABA GROUP HLDG L$50 ADJ EXP 01/17/25REPS 100 BABA 66 CASH$6510.00%16PUTSOLE
87165B103SYFSYNCHRONY FINL$6500.00%10CommonSOLE
88579Y101MMM3M CO$6450.00%5CommonSOLE
701094104PHPARKER-HANNIFIN CORP$6360.00%1CommonSOLE
95040Q104WELLWELLTOWER INC REIT$6300.00%5CommonSOLE
482480100KLACKLA CORP$6300.00%1CommonSOLE
501044101KRKROGER CO$6110.00%10CommonSOLE
233331107DTEDTE ENERGY CO$6030.00%5CommonSOLE
55354G100MSCIMSCI INC$6000.00%1CommonSOLE
74460D109PSAPUBLIC STORAGE REIT$5980.00%2CommonSOLE
693506107PPGPPG INDS INC$5970.00%5CommonSOLE
05464C101AXONAXON ENTERPRISE INC$5940.00%1CommonSOLE
00214Q302ARKGARK GENOMIC REVOLUTION ETF$5920.00%25CommonSOLE
052769106ADSKAUTODESK INC$5910.00%2CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$5910.00%1CommonSOLE
98419M100XYLXYLEM INC$5800.00%5CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC$5730.00%10CommonSOLE
858119100STLDSTEEL DYNAMICS INC$5700.00%5CommonSOLE
58155Q103MCKMCKESSON CORP$5690.00%1CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$5670.00%2CommonSOLE
651639106NEMNEWMONT CORP$5580.00%15CommonSOLE
714046109RVTYREVVITY INC$5580.00%5CommonSOLE
571903202MARMARRIOTT INTL INC NEW CLASS A$5570.00%2CommonSOLE
205887102CAGCONAGRA BRANDS INC$5550.00%20CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP$5470.00%5CommonSOLE
443201108HWMHOWMET AEROSPACE INC$5460.00%5CommonSOLE
406216101HALHALLIBURTON CO$5430.00%20CommonSOLE
25746U109DDOMINION ENERGY INC$5380.00%10CommonSOLE
03076C106AMPAMERIPRISE FINL INC$5320.00%1CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LIN$5290.00%3CommonSOLE
68622V106OGNORGANON & CO COM$5220.00%35CommonSOLE
02209S103MOALTRIA GROUP INC$5220.00%10CommonSOLE
665859104NTRSNORTHERN TR CORP$5120.00%5CommonSOLE
92338C103VLTOVERALTO CORP$5090.00%5CommonSOLE
92556H107PARAAPARAMOUNT GLOBAL S/M EFF 08/08/25 1.5333 NEW CU 69932A204 PARAMOUNT SKYDANCE CORP FOR 1 OLD$4900.00%22CommonSOLE
857477103STTSTATE STR CORP$4900.00%5CommonSOLE
366651107ITGARTNER INC$4840.00%1CommonSOLE
34959E109FTNTFORTINET INC$4720.00%5CommonSOLE
278865100ECLECOLAB INC$4680.00%2CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP F$4610.00%2CommonSOLE
G0450A105ACGLARCH CAPITAL GROUP LTD F$4610.00%5CommonSOLE
22822V101CCICROWN CASTLE INC REIT$4530.00%5CommonSOLE
21037T109CEGCONSTELLATION ENERGY COR$4470.00%2CommonSOLE
023608102AEEAMEREN CORP$4450.00%5CommonSOLE
90384S303ULTAULTA BEAUTY INC$4340.00%1CommonSOLE
89832Q109TFCTRUIST FINL CORP$4330.00%10CommonSOLE
717081953PUT PFIZER INC $25 EXP 03/21/25$4230.00%7PUTSOLE
540424108LLOEWS CORP$4230.00%5CommonSOLE
316773100FITBFIFTH THIRD BANCORP$4220.00%10CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES IN$4200.00%2CommonSOLE
443510607HUBBHUBBELL INC$4180.00%1CommonSOLE
58933Y955PUT MERCK & CO. INC. $85 EXP 02/21/25$4100.00%12PUTSOLE
354613101BENFRANKLIN RES INC$4050.00%20CommonSOLE
69331C108PCGPG&E CORP$4030.00%20CommonSOLE
854502101SWKSTANLEY BLACK & DECKER I$4010.00%5CommonSOLE
260557103DOWDOW INC$4010.00%10CommonSOLE
252131107DXCMDEXCOM INC$3880.00%5CommonSOLE
74251V102PFGPRINCIPAL FINL GROUP INC$3870.00%5CommonSOLE
631103108NDAQNASDAQ INC$3860.00%5CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLCLASS A$3840.00%5CommonSOLE
871829107SYYSYSCO CORP$3820.00%5CommonSOLE
550021109LULULULULEMON ATHLETICA INC$3820.00%1CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$3810.00%5CommonSOLE
34959J108FTVFORTIVE CORP DISC$3750.00%5CommonSOLE
518439104ELLAUDER ESTEE COS INC CLASS A$3740.00%5CommonSOLE
256746108DLTRDOLLAR TREE INC$3740.00%5CommonSOLE
101121101BXPBXP INC REIT$3710.00%5CommonSOLE
28176E108EWEDWARDS LIFESCIENCES COR$3700.00%5CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC F$3690.00%1CommonSOLE
69370C100PTCPTC INC$3670.00%2CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$3640.00%5CommonSOLE
15677J108DAYDAYFORCE INC$3630.00%5CommonSOLE
29476L107EQREQUITY RESIDENTIAL REIT$3580.00%5CommonSOLE
22160N109CSGPCOSTAR GROUP INC$3570.00%5CommonSOLE
231021106CMICUMMINS INC$3480.00%1CommonSOLE
45337C102INCYINCYTE CORP$3450.00%5CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS ICLASS A$3420.00%1CommonSOLE
219948106CPAYCORPAY INC$3380.00%1CommonSOLE
98389B100XELXCEL ENERGY INC$3370.00%5CommonSOLE
03662Q105AKXANSYS INC$3370.00%1CommonSOLE
46187W107INVHINVITATION HOMES INC$3190.00%10CommonSOLE
74762E102QUREQUANTA SVCS INC$3160.00%1CommonSOLE
682189105ONON SEMICONDUCTOR CORP$3150.00%5CommonSOLE
30034W106EVRGEVERGY INC$3070.00%5CommonSOLE
15135B101CNCCENTENE CORP DEL$3020.00%5CommonSOLE
40412C101HCAHCA HEALTHCARE INC$3000.00%1CommonSOLE
958102105WDCWESTERN DIGITAL CORP$2980.00%5CommonSOLE
084423102WRBBERKLEY W R CORP$2920.00%5CommonSOLE
071813109BAXBAXTER INTL INC$2910.00%10CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CLCLASS B$2860.00%5CommonSOLE
217204106CPRTCOPART INC$2860.00%5CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$2850.00%1CommonSOLE
22052L104CTVACORTEVA INC$2840.00%5CommonSOLE
833445959PUT SNOWFLAKE INC $100 EXP 01/17/25$2780.00%8PUTSOLE
92345Y106VRSKVERISK ANALYTICS INC CLASS A$2750.00%1CommonSOLE
668771108GENGEN DIGITAL INC$2730.00%10CommonSOLE
15961R105CHARGEPOINT HLDGS INC CLASS A$2670.00%250CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$2650.00%5CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NE$2620.00%5CommonSOLE
45784P101PODDINSULET CORP$2610.00%1CommonSOLE
00130H105AESAES CORP$2570.00%20CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$2560.00%5CommonSOLE
127097103CTRACOTERRA ENERGY INC$2550.00%10CommonSOLE
444859102HUMHUMANA INC$2530.00%1CommonSOLE
315616102FFIVF5 INC$2510.00%1CommonSOLE
143658300CCL1EURCARNIVAL CORP F$2490.00%10CommonSOLE
446150104HBANHUNTINGTON BANCSHARES IN$2440.00%15CommonSOLE
7591EP100RFREGIONS FINL CORP NEW$2350.00%10CommonSOLE
49446R109KIMKIMCO RLTY CORP REIT$2340.00%10CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$2340.00%1CommonSOLE
29414B104EPAMEPAM SYS INC$2330.00%1CommonSOLE
931427108WFCWALGREENS BOOTS ALLIANCE$2330.00%25CommonSOLE
03743Q108APAAPA CORP$2300.00%10CommonSOLE
26884L109EQTEQT CORP$2300.00%5CommonSOLE
60255C885BRD1EURMIND MEDICINE MINDMED F$2290.00%33CommonSOLE
761152107RMDRESMED INC$2280.00%1CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTION$2260.00%1CommonSOLE
695156109PKGPACKAGING CORP AMER$2250.00%1CommonSOLE
03073E105CORCENCORA INC$2240.00%1CommonSOLE
053484101AVBAVALONBAY CMNTYS INC REIT$2190.00%1CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$2180.00%5CommonSOLE
902653104UDRUDR INC REIT$2170.00%5CommonSOLE
49177J102KVUEKENVUE INC$2130.00%10CommonSOLE
24703L952PUT DELL TECHNOLOGIES IN$55 EXP 01/17/25$2110.00%28PUTSOLE
45167R104IEXIDEX CORP$2090.00%1CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$2080.00%1CommonSOLE
42250P103DOCHEALTHPEAK PPTYS INC REIT$2020.00%10CommonSOLE
65473P105NINISOURCE INC$1830.00%5CommonSOLE
44107P104HSTHOST HOTELS & RESORTS IN$1750.00%10CommonSOLE
G491BT108IVZINVESCO LTD F$1740.00%10CommonSOLE
493267108KEYKEYCORP NEW$1710.00%10CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$1630.00%1CommonSOLE
090040106BILIBILIBILI INC FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS$1620.00%9CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$1580.00%5CommonSOLE
099724106BWABORGWARNER INC$1580.00%5CommonSOLE
31620M956PUT FIDELITY NATL INFORM$40 EXP 01/17/25$1500.00%10PUTSOLE

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.