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CHESAPEAKE ASSET MANAGEMENT LLC

Q3 2024 · 13F-HR

CHESAPEAKE ASSET MANAGEMENT LLCholdings as filed

Filed 2026-01-05 · accession 0001079397-26-000003

$115.2M
Reported value
526
Positions
2024-09-30
Period end
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Holdings as filed

First 500 of 526

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMicrosoft Corp$10.3M8.96%23,973CommonSOLE
532457108LLYELI LILLY AND CO$8.5M7.38%9,592CommonSOLE
037833100AAPLApple Inc$7.1M6.17%30,489CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A F$4.1M3.60%11,237CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$3.9M3.37%18,410CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$3.7M3.23%6,355CommonSOLE
58933Y105MRKMERCK & CO INC NEW COM$3.3M2.85%28,902CommonSOLE
001055102AFLAFLAC INC$3.2M2.74%28,251CommonSOLE
67066G104NVDANVIDIA CORP$3.0M2.62%24,860CommonSOLE
783549108RRYDER SYS INC COM$2.8M2.45%19,350CommonSOLE
713448108PEPPEPSICO INC$2.5M2.20%14,911CommonSOLE
78462F103SPYSPDR S&P 500 ETF$2.4M2.12%4,246CommonSOLE
399909100GGALGrupo Financiero Galicia ADR$2.4M2.11%57,680CommonSOLE
78463V107GLDSPDR GOLD SHARES ETF$2.1M1.83%8,655CommonSOLE
171340102CHDCHURCH & DWIGHT INC$2.0M1.76%19,341CommonSOLE
459200101IBMIBM CORP$2.0M1.75%9,095CommonSOLE
11135F101AVGOBROADCOM INC$2.0M1.74%11,589CommonSOLE
46982L108JJACOBS SOLUTIONS INC$1.9M1.67%14,673CommonSOLE
05961W105BMABANCO MACRO BANSUD S A SPONSORED ADR REPSTG CL B$1.7M1.50%27,223CommonSOLE
574599106MASMASCO CORP COM$1.7M1.48%20,259CommonSOLE
904767704UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS$1.7M1.44%25,602CommonSOLE
023135106AMZNAMAZON.COM INC$1.6M1.38%8,522CommonSOLE
00287Y109ABBVABBVIE INC$1.3M1.11%6,470CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEWREIT$1.2M1.06%7,205CommonSOLE
058934100BBARBanco Bbva Argentina S A Spon ADR$1.2M1.01%111,850CommonSOLE
75513E101RTXRTX CORP$1.1M0.98%9,320CommonSOLE
40171V100GWREGuidewire Software Inc Com$1.0M0.91%5,728CommonSOLE
007903107AMDADVANCED MICRO DEVICE IN$999,5750.87%6,092CommonSOLE
46090E103QQQINVESCO QQQ TR UNIT SER 1$959,7740.83%1,964CommonSOLE
609207105MDLZMONDELEZ INTL INC CLASS A$860,2440.75%11,677CommonSOLE
65339F101NEENEXTERA ENERGY INC$857,6410.74%10,146CommonSOLE
G29183103ETNEATON CORP PLC F$830,5880.72%2,506CommonSOLE
742718109PGPROCTER & GAMBLE CO$803,8210.70%4,641CommonSOLE
166764100CVXCHEVRON CORP NEW$789,6610.69%5,362CommonSOLE
68389X105ORCLORACLE CORP$769,0150.67%4,513CommonSOLE
81369Y886XLUUtilities Sector SPDR Fund ETF$739,8640.64%9,159CommonSOLE
580135101MCDMCDONALDS CORP$732,3460.64%2,405CommonSOLE
969457100WMBWILLIAMS COS INC$715,8370.62%15,681CommonSOLE
30303M102METAMETA PLATFORMS INC CLASS A$711,4880.62%1,242CommonSOLE
464288240ACWXACWX - MSCI ACWI ex US ETF$699,2850.61%12,221CommonSOLE
693475105PNCPNC FINL SERVICES$694,4810.60%3,757CommonSOLE
835699307SONYSony Corp ADR New Japan ADR$679,1860.59%7,024CommonSOLE
697660207PAMPampa Energia SA ADR Ars$672,5680.58%11,202CommonSOLE
89417E109TRVTRAVELERS COS INC$637,7420.55%2,724CommonSOLE
464287655IWMISHARES TR RUSSELL 2000 ETF$637,4880.55%2,886CommonSOLE
437076102HDHOME DEPOT INC$631,4740.55%1,558CommonSOLE
756109104OREALTY INCOME CORP REIT$620,7540.54%9,788CommonSOLE
882508104TXNTEXAS INSTRS INC$580,2550.50%2,809CommonSOLE
984245100YPFYPF Sociedad Anonima Spons ADR Dep SHS Rep 1 CL D Argentina ADR$570,1240.50%26,880CommonSOLE
855244109SBUXSTARBUCKS CORP$567,0010.49%5,816CommonSOLE
30231G102XOMEXXON MOBIL CORP$563,2420.49%4,805CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$523,5920.45%2,347CommonSOLE
219350105GLWCORNING INC$521,1660.45%11,543CommonSOLE
74167P108BCBUSDPrimo Water Corp$520,7560.45%20,624CommonSOLE
02079K305GOOGLALPHABET INC CLASS A$514,1740.45%3,100CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSIN$493,4090.43%1,783CommonSOLE
816851109SRESEMPRA$486,0570.42%5,812CommonSOLE
023939101AMTMAMENTUM HLDGS INC$473,2040.41%14,673CommonSOLE
009158106APDAIR PRODS & CHEMS INC$442,7390.38%1,487CommonSOLE
718546104PSXPHILLIPS 66$423,2690.37%3,220CommonSOLE
464286624THDiShares MSCI Thailand Capped ETF$415,6800.36%6,000CommonSOLE
464287150ITOTISHARES TOTAL US STOCK MARKET ETF$382,2610.33%3,043CommonSOLE
74340W103PLDPROLOGIS INC REIT$377,1980.33%2,987CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$321,8030.28%8,586CommonSOLE
69351T106PPLPPL CORP$319,1880.28%9,649CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC CLASS C$311,5230.27%2,628CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$306,9770.27%13,896CommonSOLE
12572Q105CMECME GROUP INC CLASS A$301,8490.26%1,368CommonSOLE
704326107PAYXPAYCHEX INC$296,1570.26%2,207CommonSOLE
40434L105HPQHP INC$276,0910.24%7,697CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$272,0280.24%1,038CommonSOLE
747525103QCOMQUALCOMM INC$263,2370.23%1,548CommonSOLE
92939U106WECWEC ENERGY GROUP INC$257,7620.22%2,680CommonSOLE
226406106CRESYCresud Sacifya Spon ADR$255,8730.22%29,615CommonSOLE
78464A854SPYMSPDR PORTFOLIO S&P 500 ETF$241,8880.21%3,583CommonSOLE
00206R102TAT&T INC$226,3800.20%10,290CommonSOLE
369550108GDGENERAL DYNAMICS CORP$225,7430.20%747CommonSOLE
92343V104VZVERIZON COMMUNICATIONS I$219,4750.19%4,887CommonSOLE
922908769VTIVANGUARD TOTAL STOCK MARKET ETF$211,5200.18%747CommonSOLE
682680103OKEONEOK INC NEW$209,1430.18%2,295CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHS$208,9500.18%1,969CommonSOLE
54150E104LOMALoma Negra Cia Indl Ar Sponsored ADR$207,9960.18%25,806CommonSOLE
518439104ELEstee Lauder Companies Inc$199,3800.17%2,000CommonSOLE
G3223R108EGEVEREST REINSURANCE GR F$196,6980.17%502CommonSOLE
911312106UPSUNITED PARCEL SVC INC CLASS B$189,6480.16%1,391CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V F$186,7270.16%778CommonSOLE
81369Y605XLFFinancial Select Sector SPDR Fund ETF$165,8710.14%3,660CommonSOLE
17275R102CSCOCISCO SYS INC$153,0600.13%2,876CommonSOLE
H42097107UBSUBS Group AG CHF$153,0040.13%4,950CommonSOLE
78468R556XOPSPDR Ser Trust S&P Oil & Gas Expl & Prodtn ETF$145,9870.13%1,110CommonSOLE
902973304USBUS BANCORP DEL$142,3110.12%3,112CommonSOLE
311900104FASTFASTENAL CO$141,8400.12%1,986CommonSOLE
808524870SCHPSCHWAB US TIPS ETF$135,5230.12%2,527CommonSOLE
46434G103IEMGISHARES CORE MSCI EMERGING ETF$127,2770.11%2,217CommonSOLE
11271J107BNBrookfield Corp CL A Cad$127,0280.11%2,390CommonSOLE
920253101VMIValmont Industries Inc$124,9360.11%430CommonSOLE
922042858VWOVANGUARD FTSE EMERGING MARKETS ETF$118,1890.10%2,470CommonSOLE
55826T102SPHRSphere Entertainment Co CL A$115,5300.10%2,615CommonSOLE
16679L109CHWYChewy Inc CL A$114,2310.10%3,900CommonSOLE
46138G649QQQMINVESCO NASDAQ 100 ETF$113,9000.10%567CommonSOLE
717081103PFEPFIZER INC$104,5310.09%3,612CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC N$99,9280.09%800CommonSOLE
92189F106GDXVaneck Vectors Gold Miners ETF$99,5500.09%2,500CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC CLASS A$99,2860.09%354CommonSOLE
780259305SHELSHELL PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS$99,2540.09%1,505CommonSOLE
464286772EWYiShares Inc MSCI South Korea Capped Index FD$94,6600.08%1,480CommonSOLE
21874A106CORZCore Scientific Inc$94,0260.08%7,928CommonSOLE
46429B747STIPISHARES 0-5 YEAR TIPS BOND ETF$93,3150.08%921CommonSOLE
94419L101WWayfair Inc CL A$92,4720.08%1,646CommonSOLE
922908363VOOVANGUARD S&P 500 ETF$88,6480.08%168CommonSOLE
464287226AGGISHARES CORE US AGGREGATE BOND ETF$87,5980.08%865CommonSOLE
718172109PMPHILIP MORRIS INTL INC$84,7370.07%698CommonSOLE
464287200IVVISHARES CORE S&P 500 ETF$83,6380.07%145CommonSOLE
921910816MGKVANGUARD MEGA CAP GROWTHETF$80,4870.07%250CommonSOLE
369604301GEGE AEROSPACE$77,9950.07%413CommonSOLE
191216100KOCOCA COLA CO COM$77,9700.07%1,085CommonSOLE
009066101ABNBAIRBNB INC CLASS A$76,9730.07%607CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY CLASS B$73,1810.06%159CommonSOLE
922907746VTEBVANGUARD MUNI BND TAX EXEMPT ETF$70,6980.06%1,383CommonSOLE
02079K107GOOGALPHABET INC CLASS C$69,4440.06%415CommonSOLE
151290889CXCemex S.A.B. De C.V. Spon ADR$69,3140.06%11,363CommonSOLE
500767306KWEBKRANESHARES CSI CHINA INTERNET ETF$68,0400.06%2,000CommonSOLE
254687106DISDISNEY WALT CO$66,9230.06%695CommonSOLE
46436E718SGOVISHARES 0 TO 3 MNTH TREASURY BND ETF$65,8700.06%654CommonSOLE
92826C839VVISA INC CLASS A$57,4640.05%209CommonSOLE
922908553VNQVANGUARD REAL ESTATE ETF$56,6010.05%581CommonSOLE
464287515IGVISHARES EXPANDED TECH STW SCTR ETF$55,8560.05%625CommonSOLE
14448C104CARRCARRIER GLOBAL CORP$53,1230.05%660CommonSOLE
64107A105NPWRNet Power Inc CL A$49,0700.04%7,000CommonSOLE
16411Q101CQPCHENIERE ENERGY PARTN LP$48,7200.04%1,000CommonSOLE
110122108BMYBRISTOL MYERS SQUIBB CO$48,2210.04%932CommonSOLE
46434V738IEURISHARES CORE MSCI EUROPEETF$47,8900.04%786CommonSOLE
549498103CCIVGBPLUCID GROUP INC$47,1890.04%13,368CommonSOLE
806857108SLBSCHLUMBERGER LTD F$46,7740.04%1,115CommonSOLE
427096508HTGCHERCULES CAP INC$46,1640.04%2,350CommonSOLE
922908751VBVANGUARD SMALL CAP ETF$46,0180.04%194CommonSOLE
09260D107BXBLACKSTONE INC$45,7850.04%299CommonSOLE
04010L103ARCCARES CAP CORP CLASS EQUITY$44,7900.04%2,139CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$41,7830.04%402CommonSOLE
922042866VPLVANGUARD FTSE PACIFIC ETF$41,4680.04%529CommonSOLE
464287309IVWISHARES S&P 500 GROWTH ETF$39,2570.03%410CommonSOLE
880770102TERTERADYNE INC$38,8390.03%290CommonSOLE
291011104EMREMERSON ELEC CO$36,6380.03%335CommonSOLE
09247X101BLKCHFBLACKROCK INC CLASS EQUITY$36,0810.03%38CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$36,0490.03%462CommonSOLE
294628102HP5AEQUITY COMWLTH C/A EFF 06/13/25 1 NEW CU 294ESC017 ESC EQUITY COMWLTH FOR 1 OLD$34,5260.03%1,735CommonSOLE
46434V613IUSBISHARES TOTAL USD BOND MARKET ETF$32,3240.03%686CommonSOLE
983793100XPOXPO INC$32,2530.03%300CommonSOLE
115637209BF/BBROWN FORMAN CORP CLASS B$31,9800.03%650CommonSOLE
79466L302CRMSALESFORCE INC$29,3660.03%107CommonSOLE
038222105AMATAPPLIED MATLS INC$29,2970.03%145CommonSOLE
723484101PNWPINNACLE WEST CAP CORP$28,7910.02%325CommonSOLE
30040W108ESEVERSOURCE ENERGY$27,2200.02%400CommonSOLE
67077M108NTRNUTRIEN LTD F$27,0230.02%562CommonSOLE
G5960L103MDTMEDTRONIC PLC F$27,0090.02%300CommonSOLE
91913Y100VLOVALERO ENERGY CORP NEW$27,0060.02%200CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC$26,7000.02%43CommonSOLE
931142103WMTWALMART INC$25,7590.02%319CommonSOLE
36828A101GEVGE VERNOVA INC$25,7520.02%101CommonSOLE
911363109URIUNITED RENTALS INC$25,6680.02%31CommonSOLE
922908744VTVVANGUARD VALUE ETF$24,4390.02%140CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$24,0970.02%209CommonSOLE
464286582SCJISHARES INC MSCI JAPAN SMALL CAP ETF$23,9940.02%304CommonSOLE
30223G102EXAIEUREXSCIENTIA PLC FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS$22,6380.02%4,639CommonSOLE
46432F339QUALISHARES MSCI USA QLTY FACT ETF$22,0530.02%123CommonSOLE
126650100CVSCVS HEALTH CORP$22,0080.02%350CommonSOLE
87612G101TRGPTARGA RES CORP$21,3130.02%144CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$21,0330.02%205CommonSOLE
46284V101IRMIRON MTN INC NEW REIT$20,7950.02%175CommonSOLE
92206C599VTHRVANGUARD RUSSELL 3000 ETF$20,2930.02%80CommonSOLE
573284106MLMMARTIN MARIETTA MATLS IN$19,3770.02%36CommonSOLE
018522300AEBAALLETE INC$19,2570.02%300CommonSOLE
09290C103DYNFBLACKROCK US EQY FCTR ROTN ETF$19,0950.02%386CommonSOLE
464288877EFVISHARES MSCI EAFE VALUE ETF$18,6970.02%325CommonSOLE
670100205NVONOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS$18,5740.02%156CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$18,5560.02%31CommonSOLE
46138E263CGWINVSC S P GLOBAL WATER INDEX ETF$18,0540.02%295CommonSOLE
929160109VMCVULCAN MATLS CO$17,7800.02%71CommonSOLE
293792107EPDENTERPRISE PRODS PART LP$17,4660.02%600CommonSOLE
464288885EFGISHARES MSCI EAFE GROWTHETF$17,4390.02%162CommonSOLE
548661107LOWLOWES COS INC$17,4060.02%64CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$17,0670.01%331CommonSOLE
464287556IBBISHARES TR BIOTECHNOLOGY ETF$16,7440.01%115CommonSOLE
260557103DOWDOW INC$16,6620.01%305CommonSOLE
464288174WOODISHARES TR GLOBAL TIMBER & FORESTRY ETF$16,6300.01%193CommonSOLE
039483102ADMARCHER-DANIELS MIDLAND C$16,6070.01%278CommonSOLE
172967424CCITIGROUP INC$16,5810.01%264CommonSOLE
833445109SNOWSNOWFLAKE INC CLASS A$16,1950.01%141CommonSOLE
67103H107ORLYO REILLY AUTOMOTIVE INC$16,1220.01%14CommonSOLE
36262G101GXOGXO LOGISTICS INC$15,6210.01%300CommonSOLE
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169656105CMGCHIPOTLE MEXICAN GRILL I$14,9810.01%260CommonSOLE
126408103CSXCSX CORP$13,7960.01%399CommonSOLE
294821608ERICERICSSON FSPONSORED ADR 1 ADR REPS 1 ORD SHS$13,6440.01%1,800CommonSOLE
N07059210ASMLASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS$13,3320.01%16CommonSOLE
002824100ABTABBOTT LABS$12,6550.01%111CommonSOLE
149123101CATCATERPILLAR INC$12,5150.01%32CommonSOLE
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98978V103ZTSZOETIS INC CLASS A$12,1650.01%62CommonSOLE
464287408IVEISHARES S&P 500 VALUE ETF$12,0270.01%61CommonSOLE
98980G102ZSZSCALER INC$11,9650.01%70CommonSOLE
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92189F676SMHVANECK SEMICONDUCTOR ETF$11,2900.01%46CommonSOLE
032654105ADIANALOG DEVICES INC$11,2780.01%49CommonSOLE
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36266G107GEHCGE HEALTHCARE TECHNOLOGI$10,8950.01%116CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS$10,7670.01%62CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$10,3160.01%21CommonSOLE
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617446448MSMORGAN STANLEY$10,2150.01%98CommonSOLE
478160104JNJJOHNSON & JOHNSON$10,2090.01%63CommonSOLE
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37733W204GSKGSK PLC SPONSORED ADR NEW$10,1380.01%248CommonSOLE
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464287721IYWISHARES US TECHNOLOGY ETF$10,0060.01%66CommonSOLE
92537N108VRTVERTIV HLDGS CO CLASS A$9,9490.01%100CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$9,6340.01%193CommonSOLE
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57636Q104MAMASTERCARD INC CLASS A$9,3820.01%19CommonSOLE
458140100INTCINTEL CORP$9,1490.01%390CommonSOLE
253868103DLRDIGITAL RLTY TR INC REIT$8,9000.01%55CommonSOLE
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05580M958PUT B RILEY FINL INC $10 EXP 10/18/24$8,5780.01%20PUTSOLE
666807102NOCNORTHROP GRUMMAN CORP$8,4490.01%16CommonSOLE
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33718W103FPFFIRST TRUST INT DUR PRF$7,8120.01%400CommonSOLE
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46641Q225BBCAJPMORGAN BETABUILDERS CANADA ETF$7,3730.01%102CommonSOLE
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235851102DHRDANAHER CORP$7,2280.01%26CommonSOLE
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464288588MBBISHARES MBS ETF$3,2570.00%34CommonSOLE
03945R102ACHRARCHER AVIATION INC CLASS A$3,0300.00%1,000CommonSOLE
500754106KHCKRAFT HEINZ CO$2,9490.00%84CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$2,8140.00%95CommonSOLE
934423104WBDWARNER BROS DISCOVERY IN$2,6730.00%324CommonSOLE
05580M108RILYB RILEY FINL INC$2,6250.00%500CommonSOLE
20825C104COPCONOCOPHILLIPS$2,5260.00%24CommonSOLE
770700102HOODROBINHOOD MKTS INC COM CL A$2,4350.00%104CommonSOLE
060505104BACBANK OF AMERICA CORP$2,1820.00%55CommonSOLE
464287432TLTISHARES 20 PLS YEAR TREASURY BND ETF$2,1580.00%22CommonSOLE
64110L106NFLXNETFLIX INC$2,1270.00%3CommonSOLE
78464A755XMESPDR S&P METALS & MININGETF$2,1020.00%33CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INCLASS A$2,0460.00%55CommonSOLE
405552100HLNHALEON PLC ADR ISIN#US4055521003$2,0100.00%190CommonSOLE
46090F100PDBCINVSC ACTVLY MNG OPTM YDDVRS ETF$2,0010.00%149CommonSOLE
98980F104GTMZOOMINFO TECHNOLOGIES IN$1,9500.00%189CommonSOLE
G54950103LINLINDE PLC F$1,9070.00%4CommonSOLE
81762P102NOWSERVICENOW INC$1,7880.00%2CommonSOLE
24703L952PUT DELL TECHNOLOGIES IN$55 EXP 01/17/25$1,6700.00%28PUTSOLE
00724F101ADBEADOBE INC$1,5530.00%3CommonSOLE
78409V104SPGIS&P GLOBAL INC$1,5490.00%3CommonSOLE
929740108WABWABTEC COM$1,4540.00%8CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND FCLASS A$1,4130.00%4CommonSOLE
949746101WMT2WELLS FARGO & CO$1,4120.00%25CommonSOLE
15673X200CEPTON INC$1,4040.00%450CommonSOLE
90138F102TWLOTWILIO INC CLASS A$1,3690.00%21CommonSOLE
025816109AXPAMERICAN EXPRESS CO$1,3560.00%5CommonSOLE
031162100AMGNAMGEN INC$1,2880.00%4CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$1,2570.00%15CommonSOLE
461202103INTUINTUIT$1,2420.00%2CommonSOLE
907818108UNPUNION PAC CORP$1,2320.00%5CommonSOLE
872540109TJXTJX COS INC NEW$1,1750.00%10CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$1,1270.00%15CommonSOLE
771049103RBLXROBLOX CORP CLASS A$1,1060.00%25CommonSOLE
674599955PUT OCCIDENTAL PETE CORP$45 EXP 01/17/25$1,0700.00%10PUTSOLE
278768106SATSECHOSTAR CORP CL A$1,0670.00%43CommonSOLE
75886F107REGNREGENERON PHARMACEUTICAL$1,0510.00%1CommonSOLE
036752103ELVELEVANCE HEALTH INC$1,0400.00%2CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$1,0380.00%10CommonSOLE
438516106HONHONEYWELL INTL INC$1,0330.00%5CommonSOLE
743315103PGRPROGRESSIVE CORP OH$1,0150.00%4CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$9560.00%6CommonSOLE
23331A109DHID R HORTON INC$9530.00%5CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS I$9300.00%2CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW REIT$9300.00%4CommonSOLE
842587107SOSOUTHERN CO$9010.00%10CommonSOLE
337738108FISVFISERV INC$8980.00%5CommonSOLE
29444U700EQIXEQUINIX INC REIT$8870.00%1CommonSOLE
654106103NKENIKE INC CLASS B$8840.00%10CommonSOLE
92556H2060VVBPARAMOUNT GLOBAL CLASS B$8490.00%80CommonSOLE
375558103GILDGILEAD SCIENCES INC$8380.00%10CommonSOLE
244199105DEDEERE & CO$8340.00%2CommonSOLE
872590104TMUST-MOBILE US INC$8250.00%4CommonSOLE
59156R108METMETLIFE INC$8240.00%10CommonSOLE
172908105CTASCINTAS CORP$8230.00%4CommonSOLE
56585A102MPCMARATHON PETE CORP$8140.00%5CommonSOLE
707569109PENNPENN ENTMT INC$8100.00%43CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANG$8030.00%5CommonSOLE
87612E106TGTTARGET CORP$7790.00%5CommonSOLE
482480100KLACKLA CORP$7740.00%1CommonSOLE
040413106ANETEURARISTA NETWORKS INC$7670.00%2CommonSOLE
02209S103MOALTRIA GROUP INC$7650.00%15CommonSOLE
824348106SHWSHERWIN-WILLIAMS CO$7630.00%2CommonSOLE
G87052109TELTE CONNECTIVITY PLC F$7540.00%5CommonSOLE
778296103ROSTROSS STORES INC$7520.00%5CommonSOLE
007903957PUT ADVANCED MICRO DEVIC$110 EXP 01/17/25$7280.00%5PUTSOLE
74460D109PSAPUBLIC STORAGE REIT$7270.00%2CommonSOLE
064058100BKBANK NEW YORK MELLON COR$7180.00%10CommonSOLE
745867101PHMPULTEGROUP INC$7170.00%5CommonSOLE
494368103KMBKIMBERLY CLARK CORP$7110.00%5CommonSOLE
855244959PUT STARBUCKS CORP $60 EXP 01/17/25$7090.00%29PUTSOLE
125896100CMSCMS ENERGY CORP$7060.00%10CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$7010.00%5CommonSOLE
372460105GPCGENUINE PARTS CO$6980.00%5CommonSOLE
125523100CITHE CIGNA GROUP$6920.00%2CommonSOLE
G0403H108AONAON PLC FCLASS A$6910.00%2CommonSOLE
88579Y101MMM3M CO$6830.00%5CommonSOLE
42809H107HESHESS CORP$6790.00%5CommonSOLE
68622V106OGNORGANON & CO COM$6690.00%35CommonSOLE
29364G103ETRENTERGY CORP NEW$6580.00%5CommonSOLE
48251W104KKRKKR & CO INC$6520.00%5CommonSOLE
00214Q302ARKGARK GENOMIC REVOLUTION ETF$6440.00%25CommonSOLE
233331107DTEDTE ENERGY CO$6420.00%5CommonSOLE
74340W953PUT PROLOGIS INC $100 EXP 01/17/25$6420.00%6PUTSOLE
95040Q104WELLWELLTOWER INC REIT$6400.00%5CommonSOLE
701094104PHPARKER-HANNIFIN CORP$6310.00%1CommonSOLE
12504L109CBRECBRE GROUP INC CLASS A$6220.00%5CommonSOLE
744320102PRUPRUDENTIAL FINL INC$6050.00%5CommonSOLE
466313103JBLJABIL INC$5990.00%5CommonSOLE
22822V101CCICROWN CASTLE INC REIT$5930.00%5CommonSOLE
92840M102VSTVISTRA CORP$5920.00%5CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP$5880.00%5CommonSOLE
55354G100MSCIMSCI INC$5820.00%1CommonSOLE
12572Q955PUT CME GROUP INC $180 EXP 01/17/25$5800.00%4PUTSOLE
363576109AJGGALLAGHER ARTHUR J & CO$5620.00%2CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$5560.00%1CommonSOLE
052769106ADSKAUTODESK INC$5500.00%2CommonSOLE
31428X106FDXFEDEX CORP$5470.00%2CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLD F$5470.00%5CommonSOLE
127387108CDNSCADENCE DESIGN SYS INC$5420.00%2CommonSOLE
651639106NEMNEWMONT CORP$5340.00%10CommonSOLE
911312956PUT UNITED PARCEL SVC IN$110 EXP 01/17/25$5320.00%5PUTSOLE
21037T109CEGCONSTELLATION ENERGY COR$5200.00%2CommonSOLE
595112103MUMICRON TECHNOLOGY INC$5180.00%5CommonSOLE
278865100ECLECOLAB INC$5100.00%2CommonSOLE
366651107ITGARTNER INC$5060.00%1CommonSOLE
45168D104IDXXIDEXX LABS INC$5050.00%1CommonSOLE
443201108HWMHOWMET AEROSPACE INC$5010.00%5CommonSOLE
87165B103SYFSYNCHRONY FINL$4980.00%10CommonSOLE
571903202MARMARRIOTT INTL INC NEW CLASS A$4970.00%2CommonSOLE
58155Q103MCKMCKESSON CORP$4940.00%1CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$4930.00%5CommonSOLE
693718108PCARPACCAR INC$4930.00%5CommonSOLE
88160R951PUT TESLA INC $100 EXP 01/17/25$4850.00%9PUTSOLE
075887109BDXBECTON DICKINSON & CO$4820.00%2CommonSOLE
92556H107PARAAPARAMOUNT GLOBAL S/M EFF 08/08/25 1.5333 NEW CU 69932A204 PARAMOUNT SKYDANCE CORP FOR 1 OLD$4800.00%22CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTR FCLASS A$4790.00%5CommonSOLE
615369105MCOMOODYS CORP$4740.00%1CommonSOLE
46266C105IQVIQVIA HLDGS INC$4730.00%2CommonSOLE
03076C106AMPAMERIPRISE FINL INC$4690.00%1CommonSOLE
49177J102KVUEKENVUE INC$4620.00%20CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS I$4610.00%2CommonSOLE
665859104NTRSNORTHERN TR CORP$4500.00%5CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$4490.00%1CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$4450.00%5CommonSOLE
857477103STTSTATE STR CORP$4420.00%5CommonSOLE
281020107EIXEDISON INTL$4350.00%5CommonSOLE
406216101HALHALLIBURTON CO$4350.00%15CommonSOLE
74251V102PFGPRINCIPAL FINL GROUP INC$4290.00%5CommonSOLE
316773100FITBFIFTH THIRD BANCORP$4280.00%10CommonSOLE
345370860FFORD MTR CO DEL$4220.00%40CommonSOLE
86800U104SMCIUSDSUPER MICRO COMPUTER INCFORWARD SPLIT WITH STOCK SPLIT SHARES$4160.00%1CommonSOLE
94106L109WMWASTE MGMT INC DEL$4150.00%2CommonSOLE
40412C101HCAHCA HEALTHCARE INC$4060.00%1CommonSOLE
880770952PUT TERADYNE INC $100 EXP 01/17/25$4050.00%2PUTSOLE
101121101BXPBXP INC REIT$4020.00%5CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC$4010.00%5CommonSOLE
05464C101AXONAXON ENTERPRISE INC$3990.00%1CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LIN$3970.00%2CommonSOLE
69331C108PCGPG&E CORP$3950.00%20CommonSOLE
540424108LLOEWS CORP$3950.00%5CommonSOLE
34959J108FTVFORTIVE CORP DISC$3940.00%5CommonSOLE
311900954PUT FASTENAL CO $52.12 EXP 01/17/25$3910.00%10PUTSOLE
871829107SYYSYSCO CORP$3900.00%5CommonSOLE
90384S303ULTAULTA BEAUTY INC$3890.00%1CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC F$3880.00%1CommonSOLE
G51502105JCIJOHNSON CONTROLS INTER F$3880.00%5CommonSOLE
34959E109FTNTFORTINET INC$3870.00%5CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLCLASS A$3850.00%5CommonSOLE
22160N109CSGPCOSTAR GROUP INC$3770.00%5CommonSOLE
15135B101CNCCENTENE CORP DEL$3760.00%5CommonSOLE
370334104GISGENERAL MLS INC$3690.00%5CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$3660.00%5CommonSOLE
631103108NDAQNASDAQ INC$3650.00%5CommonSOLE
418056107HASHASBRO INC$3610.00%5CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$3440.00%1CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$3440.00%2CommonSOLE
15961R105CHARGEPOINT HLDGS INC CLASS A$3420.00%250CommonSOLE
958102105WDCWESTERN DIGITAL CORP$3410.00%5CommonSOLE
058498106BALLBALL CORP$3390.00%5CommonSOLE
925652109VICIVICI PPTYS INC REIT$3330.00%10CommonSOLE
45337C102INCYINCYTE CORP$3300.00%5CommonSOLE
28176E108EWEDWARDS LIFESCIENCES COR$3290.00%5CommonSOLE
98389B100XELXCEL ENERGY INC$3260.00%5CommonSOLE
231021106CMICUMMINS INC$3230.00%1CommonSOLE
097023955PUT BOEING CO $125 EXP 01/17/25$3220.00%1PUTSOLE
92276F100VTRVENTAS INC REIT$3200.00%5CommonSOLE
03662Q105AKXANSYS INC$3180.00%1CommonSOLE
92537N958PUT VERTIV HLDGS CO $60 EXP 01/17/25$3150.00%4PUTSOLE
219948106CPAYCORPAY INC$3120.00%1CommonSOLE
15677J108DAYDAYFORCE INC$3060.00%5CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVCS$3000.00%1CommonSOLE
74762E102QUREQUANTA SVCS INC$2980.00%1CommonSOLE
294429105EFXEQUIFAX INC$2930.00%1CommonSOLE
22052L104CTVACORTEVA INC$2930.00%5CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$2900.00%1CommonSOLE
25746U109DDOMINION ENERGY INC$2880.00%5CommonSOLE
501044101KRKROGER CO$2860.00%5CommonSOLE
910047109UALUNITED AIRLINES HLDGS$2850.00%5CommonSOLE
084423102WRBBERKLEY W R CORP$2830.00%5CommonSOLE
01609W952PUT ALIBABA GROUP HLDG L$50 ADJ EXP 01/17/25REPS 100 BABA 66 CASH$2820.00%17PUTSOLE
92556V106VTRSVIATRIS INC COM$2780.00%24CommonSOLE
550021109LULULULULEMON ATHLETICA IN F$2710.00%1CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$2680.00%1CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC CLASS A$2670.00%1CommonSOLE
565849106MRO*MARATHON OIL CORP$2660.00%10CommonSOLE
446413106HIIHUNTINGTON INGALLS INDS$2640.00%1CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NE$2600.00%5CommonSOLE
22788C955PUT CROWDSTRIKE HLDGS IN$125 EXP 06/20/25$2580.00%8PUTSOLE
21036P108STZCONSTELLATION BRANDS INCCLASS A$2570.00%1CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$2540.00%1CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$2480.00%1CommonSOLE
879369106TFXTELEFLEX INC$2470.00%1CommonSOLE
761152107RMDRESMED INC$2440.00%1CommonSOLE
G8473T100STESTERIS PLC F$2420.00%1CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP CLASS A$2400.00%1CommonSOLE
127097103CTRACOTERRA ENERGY INC$2390.00%10CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES IN$2370.00%1CommonSOLE
7591EP100RFREGIONS FINL CORP NEW$2330.00%10CommonSOLE
49446R109KIMKIMCO RLTY CORP REIT$2320.00%10CommonSOLE
45784P101PODDINSULET CORP$2320.00%1CommonSOLE
902653104UDRUDR INC REIT$2260.00%5CommonSOLE
12514G108CDWCDW CORP$2260.00%1CommonSOLE
03073E105CORCENCORA INC$2250.00%1CommonSOLE
053484101AVBAVALONBAY CMNTYS INC REIT$2250.00%1CommonSOLE
337932107FEFIRSTENERGY CORP$2210.00%5CommonSOLE
315616102FFIVF5 INC$2200.00%1CommonSOLE
446150104HBANHUNTINGTON BANCSHARES IN$2200.00%15CommonSOLE
053611109AVYAVERY DENNISON CORP$2200.00%1CommonSOLE
695156109PKGPACKAGING CORP AMER$2150.00%1CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTION$2150.00%1CommonSOLE
89832Q109TFCTRUIST FINL CORP$2130.00%5CommonSOLE
70450Y953PUT PAYPAL HLDGS INC $50 EXP 01/17/25$2090.00%10PUTSOLE
12769G100CZRCAESARS ENTMT INC NEW$2080.00%5CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$2050.00%5CommonSOLE
30161N101EXCEXELON CORP$2020.00%5CommonSOLE
760759100RSGREPUBLIC SVCS INC$2000.00%1CommonSOLE
00130H105AESAES CORP$2000.00%10CommonSOLE
501889208LKQLKQ CORP$1990.00%5CommonSOLE
29414B104EPAMEPAM SYS INC$1990.00%1CommonSOLE
159864107CRLCHARLES RIV LABORATORIES$1960.00%1CommonSOLE
02079K957PUT ALPHABET INC $105 EXP 01/17/25$1930.00%6PUTSOLE
427866108HSYHERSHEY CO$1910.00%1CommonSOLE
92343E102VRSNVERISIGN INC$1890.00%1CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$1890.00%5CommonSOLE
071813109BAXBAXTER INTL INC$1890.00%5CommonSOLE
60255C885BRD1EURMIND MEDICINE MINDMED F$1870.00%33CommonSOLE
N6596X959PUT NXP SEMICONDUCTORS N$130 EXP 01/17/25$1850.00%3PUTSOLE
143658300CCL1EURCARNIVAL CORP F$1840.00%10CommonSOLE
26884L109EQTEQT CORP$1830.00%5CommonSOLE
099724106BWABORGWARNER INC$1810.00%5CommonSOLE
46187W107INVHINVITATION HOMES INC$1760.00%5CommonSOLE
44107P104HSTHOST HOTELS & RESORTS IN$1760.00%10CommonSOLE
G491BT108IVZINVESCO LTD F$1750.00%10CommonSOLE

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.