MondegarAI
GW&K Investment Management, LLC

Q3 2024 · 13F-HR

GW&K Investment Management, LLCholdings as filed

Filed 2024-11-07 · accession 0001082917-24-000006

$11.7M
Reported value
960
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 960

CUSIPTickerIssuerValue% port.SharesClassVoting
882681109TXRHTEXAS ROADHOUSE INC$171,2261.47%969,570CommonSOLE
75524B104RBCRBC BEARINGS INC$140,9611.21%470,842CommonSOLE
594918104MSFTMICROSOFT CORP$137,4321.18%319,386CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD/ISRAEL$131,3861.12%450,552CommonSOLE
55405Y100MTSIMACOM TECHNOLOGY SOLUTIONS H$130,0751.11%1,169,112CommonSOLE
45073V108ITTITT INC$129,3281.11%865,016CommonSOLE
379577208GMEDGLOBUS MEDICAL INC - A$125,3791.07%1,752,572CommonSOLE
860630102SFSTIFEL FINANCIAL CORP$117,1371.00%1,247,465CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$109,8950.94%390,557CommonSOLE
72407810062CPIPER SANDLER COS$108,9870.93%384,011CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP CO$106,0720.91%1,353,482CommonSOLE
46116X101ITCIEURINTRA-CELLULAR THERAPIES INC$102,0130.87%1,394,196CommonSOLE
29362U104ENTGENTEGRIS INC$101,3950.87%901,046CommonSOLE
40637H109HALOHALOZYME THERAPEUTICS INC$100,8720.86%1,762,261CommonSOLE
199908104FIXCOMFORT SYSTEMS USA INC$94,5550.81%242,232CommonSOLE
576485205MTDRMATADOR RESOURCES CO$93,5320.80%1,892,589CommonSOLE
38526M106LOPEGRAND CANYON EDUCATION INC$93,3010.80%657,747CommonSOLE
26969P108EXPEAGLE MATERIALS INC$92,0960.79%320,168CommonSOLE
05550J101BJBJS WHOLESALE CLUB HOLDINGS$91,9760.79%1,115,124CommonSOLE
72346Q104PINNACLE FINANCIAL PARTNERS$90,3880.77%922,614CommonSOLE
87265H109T86TRI POINTE HOMES INC$87,6530.75%1,934,502CommonSOLE
11135F101AVGOBROADCOM INC$87,5660.75%507,629CommonSOLE
82982L103SITESITEONE LANDSCAPE SUPPLY INC$87,3570.75%578,865CommonSOLE
559663109MGYMAGNOLIA OIL & GAS CORP - A$86,1170.74%3,526,516CommonSOLE
457669307INSMINSMED INC$84,2070.72%1,153,515CommonSOLE
78473E103SPXCSPX TECHNOLOGIES INC$81,4490.70%510,780CommonSOLE
149568107CVCOCAVCO INDUSTRIES INC$79,9880.68%186,784CommonSOLE
45167R104IEXIDEX CORP$79,7600.68%371,842CommonSOLE
929089100VOYAVOYA FINANCIAL INC$79,6110.68%1,004,940CommonSOLE
655663102NDSNNORDSON CORP$79,2990.68%301,941CommonSOLE
008492100ADCAGREE REALTY CORP$79,1870.68%1,051,208CommonSOLE
122017106BURLBURLINGTON STORES INC$78,2130.67%296,849CommonSOLE
875372203TNDMTANDEM DIABETES CARE INC$76,3300.65%1,799,814CommonSOLE
114340102AZTAAZENTA INC$75,4150.65%1,556,876CommonSOLE
451107106IDAIDACORP INC$74,7160.64%724,767CommonSOLE
826919102SLABSILICON LABORATORIES INC$74,6250.64%645,715CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HOLDINGS$74,5570.64%458,082CommonSOLE
12510Q100CCCCCC INTELLIGENT SOLUTIONS HO$74,0750.63%6,703,672CommonSOLE
L44385109GLOBGLOBANT SA$73,3020.63%369,950CommonSOLE
749685103RPMRPM INTERNATIONAL INC$72,8100.62%601,734CommonSOLE
00187Y100APGAPI GROUP CORP$72,5940.62%2,198,483CommonSOLE
G39108108GTESGATES INDUSTRIAL CORP PLC$71,2070.61%4,057,405CommonSOLE
441593100HLIHOULIHAN LOKEY INC$70,0030.60%443,000CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORP-CL A$69,3910.59%187,382CommonSOLE
28618M106ESIELEMENT SOLUTIONS INC$69,0660.59%2,542,927CommonSOLE
902788108UMBFUMB FINANCIAL CORP$68,6890.59%653,498CommonSOLE
45827U109INTAINTAPP INC$68,1910.58%1,425,710CommonSOLE
45826H109ITGRINTEGER HOLDINGS CORP$67,8770.58%522,131CommonSOLE
192422103CGNXCOGNEX CORP$66,9700.57%1,653,589CommonSOLE
258278100DORMDORMAN PRODUCTS INC$66,5340.57%588,170CommonSOLE
05368V106AVNTAVIENT CORP$66,3050.57%1,317,680CommonSOLE
398905109GPIGROUP 1 AUTOMOTIVE INC$65,8690.56%171,964CommonSOLE
42226A107HQYHEALTHEQUITY INC$64,7360.55%790,908CommonSOLE
00404A109ACHCACADIA HEALTHCARE CO INC$63,8710.55%1,007,281CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$63,8560.55%109,215CommonSOLE
30214U102EXPOEXPONENT INC$63,7240.55%552,770CommonSOLE
67000B104NOVTNOVANTA INC$63,4850.54%354,825CommonSOLE
00287Y109ABBVABBVIE INC$63,3480.54%320,781CommonSOLE
249906108DSGXDESCARTES SYSTEMS GRP/THE$63,2130.54%613,952CommonSOLE
16115Q308GTLSCHART INDUSTRIES INC$63,1860.54%508,989CommonSOLE
109194100BFAMBRIGHT HORIZONS FAMILY SOLUT$63,0270.54%449,777CommonSOLE
70438V106PCTYPAYLOCITY HOLDING CORP$62,4930.53%378,817CommonSOLE
03783C100APPFAPPFOLIO INC - A$61,7820.53%262,457CommonSOLE
37637Q105GBCIGLACIER BANCORP INC$61,2720.52%1,340,742CommonSOLE
313855108FSSFEDERAL SIGNAL CORP$61,2000.52%654,824CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$58,7720.50%510,089CommonSOLE
942622200WSOWATSCO INC$57,5380.49%116,975CommonSOLE
85254J102STAGSTAG INDUSTRIAL INC$57,4830.49%1,470,526CommonSOLE
866674104SUISUN COMMUNITIES INC$57,4800.49%425,307CommonSOLE
277276101EGPEASTGROUP PROPERTIES INC$57,2450.49%306,415CommonSOLE
136385101CNQCANADIAN NATURAL RESOURCES$56,4930.48%1,701,083CommonSOLE
15872M104APY1EURCHAMPIONX CORP$56,1300.48%1,861,701CommonSOLE
97650W108WTFCWINTRUST FINANCIAL CORP$55,2260.47%508,853CommonSOLE
124805102CBZCBIZ INC$55,0580.47%818,228CommonSOLE
747316107KWRQUAKER HOUGHTON$54,0400.46%320,736CommonSOLE
90278Q108UFPIUFP INDUSTRIES INC$53,7700.46%409,799CommonSOLE
03076K108ABCBAMERIS BANCORP$52,7500.45%845,488CommonSOLE
92346J108VCELVERICEL CORP$52,5500.45%1,243,784CommonSOLE
49714P108KNSLKINSALE CAPITAL GROUP INC$52,5490.45%112,871CommonSOLE
80689H102SNDRSCHNEIDER NATIONAL INC-CL B$52,2090.45%1,829,338CommonSOLE
718172109PMPHILIP MORRIS INTERNATIONAL$51,9900.44%428,255CommonSOLE
74275K108PCORPROCORE TECHNOLOGIES INC$50,9520.44%825,544CommonSOLE
859241101STRLSTERLING INFRASTRUCTURE INC$50,9290.44%351,187CommonSOLE
374689107ROCKGIBRALTAR INDUSTRIES INC$50,5640.43%723,059CommonSOLE
891092108TTCTORO CO$49,5200.42%570,965CommonSOLE
11133T103BRBROADRIDGE FINANCIAL SOLUTIO$48,9350.42%227,571CommonSOLE
057665200BCPCBALCHEM CORP$48,7560.42%277,020CommonSOLE
92337F107VCYTVERACYTE INC$48,6500.42%1,429,198CommonSOLE
090572207BIOBIO-RAD LABORATORIES-A$48,5910.42%145,232CommonSOLE
74164F103PRIMPRIMORIS SERVICES CORP$48,2120.41%830,085CommonSOLE
67066G104NVDANVIDIA CORP$47,9800.41%395,096CommonSOLE
171484108CHDNCHURCHILL DOWNS INC$47,7530.41%353,175CommonSOLE
58506Q109MEDPMEDPACE HOLDINGS INC$47,4260.41%142,081CommonSOLE
632307104NTRANATERA INC$47,0980.40%370,993CommonSOLE
704326107PAYXPAYCHEX INC.$47,0040.40%350,276CommonSOLE
04911A107AUBATLANTIC UNION BANKSHARES CO$46,8690.40%1,244,200CommonSOLE
513847103MZTILANCASTER COLONY CORP$46,7060.40%264,516CommonSOLE
830830105SKYCHAMPION HOMES INC$46,3920.40%489,103CommonSOLE
038336103ATRAPTARGROUP INC$46,1980.40%288,400CommonSOLE
829073105SSDSIMPSON MANUFACTURING CO INC$45,9340.39%240,154CommonSOLE
827048109SLGNSILGAN HOLDINGS INC$45,2540.39%861,983CommonSOLE
199333105CMCOCOLUMBUS MCKINNON CORP/NY$44,8660.38%1,246,286CommonSOLE
71424F105PRPERMIAN RESOURCES CORP$44,3440.38%3,258,187CommonSOLE
436440101HO1HOLOGIC INC$43,7100.37%536,582CommonSOLE
736508847PORPORTLAND GENERAL ELECTRIC CO$43,3410.37%904,831CommonSOLE
09247X101BLKCHFBLACKROCK FINANCE INC$43,2240.37%45,522CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$42,4620.36%201,374CommonSOLE
69047Q102OVVOVINTIV INC$42,3160.36%1,104,564CommonSOLE
533900106LECOLINCOLN ELECTRIC HOLDINGS$42,2400.36%219,973CommonSOLE
437076102HDHOME DEPOT INC$42,1190.36%103,945CommonSOLE
G8473T100STESTERIS PLC$41,4690.35%170,975CommonSOLE
03027X100AMTAMERICAN TOWER CORP$41,1340.35%176,875CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$40,8220.35%366,414CommonSOLE
703343103PATKPATRICK INDUSTRIES INC$40,7620.35%286,311CommonSOLE
29364G103ETRENTERGY CORP$40,1370.34%304,971CommonSOLE
78377T107RHPRYMAN HOSPITALITY PROPERTIES$39,9540.34%372,564CommonSOLE
76131D103QSRRESTAURANT BRANDS INTERN$39,4730.34%547,320CommonSOLE
428291108HXLHEXCEL CORP$39,2710.34%635,141CommonSOLE
668074305NWENORTHWESTERN ENERGY GROUP IN$39,2590.34%686,113CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$39,2480.34%1,716,132CommonSOLE
871829107SYYSYSCO CORP$38,9550.33%499,036CommonSOLE
29250N105ENBENBRIDGE INC$38,8800.33%957,395CommonSOLE
G54950103LINLINDE PLC$38,7910.33%81,346CommonSOLE
868459108SUPNSUPERNUS PHARMACEUTICALS INC$38,6010.33%1,238,015CommonSOLE
153527205CENTACENTRAL GARDEN AND PET CO-A$38,0420.33%1,211,526CommonSOLE
043436104ABGASBURY AUTOMOTIVE GROUP$37,6230.32%157,688CommonSOLE
44925C103ICFIICF INTERNATIONAL INC$37,4960.32%224,813CommonSOLE
22663K107CRNXCRINETICS PHARMACEUTICALS IN$37,4500.32%732,892CommonSOLE
302492103FLYWFLYWIRE CORP-VOTING$37,4060.32%2,282,240CommonSOLE
817565104SCISERVICE CORP INTERNATIONAL$36,4250.31%461,489CommonSOLE
927959106VNOMUSDVIPER ENERGY INC$36,3660.31%806,163CommonSOLE
57060D108MKTXMARKETAXESS HOLDINGS INC$36,3580.31%141,913CommonSOLE
023135106AMZNAMAZON.COM INC$36,2610.31%194,606CommonSOLE
680223104ORIOLD REPUBLIC INTL CORP$36,0500.31%1,017,778CommonSOLE
02079K305GOOGLALPHABET INC-CL A$36,0440.31%217,327CommonSOLE
191216100KOCOCA-COLA CO/THE$36,0220.31%501,284CommonSOLE
45765U103NSITINSIGHT ENTERPRISES INC$35,8880.31%166,621CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$35,3040.30%177,789CommonSOLE
099406100BOOTBOOT BARN HOLDINGS INC$35,2590.30%210,780CommonSOLE
002824100ABTABBOTT LABORATORIES$35,1250.30%308,083CommonSOLE
637870106NSANATIONAL STORAGE AFFILIATES$34,2720.29%711,039CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$33,6460.29%542,159CommonSOLE
45378A106IRTINDEPENDENCE REALTY TRUST IN$33,4590.29%1,632,131CommonSOLE
20451Q104CODICOMPASS DIVERSIFIED HOLDINGS$33,2660.28%1,503,204CommonSOLE
617446448MSMORGAN STANLEY$33,2330.28%318,808CommonSOLE
603158106MTXMINERALS TECHNOLOGIES INC$33,2170.28%430,102CommonSOLE
007973100AEISADVANCED ENERGY INDUSTRIES$32,8900.28%312,520CommonSOLE
05589G102BWINBALDWIN INSURANCE GROUP INC/$32,7810.28%658,250CommonSOLE
925550105VIAVVIAVI SOLUTIONS INC$32,3980.28%3,591,758CommonSOLE
17275R102CSCOCISCO SYS INC$32,3030.28%606,964CommonSOLE
58933Y105MRKMERCK & CO. INC.$32,1250.27%282,893CommonSOLE
02005N100ALLYALLY FINANCIAL INC$31,9420.27%897,507CommonSOLE
420261109HWKNHAWKINS INC$31,7490.27%249,070CommonSOLE
440327104HMNHORACE MANN EDUCATORS$31,6530.27%905,688CommonSOLE
19247A100CNSCOHEN & STEERS INC$31,1120.27%324,252CommonSOLE
149150104CATYCATHAY GENERAL BANCORP$31,0500.27%722,935CommonSOLE
691497309OXMOXFORD INDUSTRIES INC$30,5960.26%352,646CommonSOLE
811707801SBCFSEACOAST BANKING CORP/FL$30,3140.26%1,137,471CommonSOLE
228903100AORTARTIVION INC$30,2260.26%1,135,476CommonSOLE
311900104FASTFASTENAL CO$29,9410.26%419,220CommonSOLE
85205L107SWTXUSDSPRINGWORKS THERAPEUTICS INC$29,6480.25%925,361CommonSOLE
69478X105LF2PACIFIC PREMIER BANCORP INC$29,5890.25%1,176,050CommonSOLE
136375102CNICANADIAN NATL RAILWAY CO$29,5850.25%252,539CommonSOLE
37253A103THRMGENTHERM INC$29,4490.25%632,617CommonSOLE
78409V104SPGIS&P GLOBAL INC$29,4060.25%56,920CommonSOLE
44930G107ICUIICU MEDICAL INC$29,2240.25%160,378CommonSOLE
29670G102WTRGESSENTIAL UTILITIES INC$28,9410.25%750,353CommonSOLE
63633D104NHINATL HEALTH INVESTORS INC$28,6500.25%340,825CommonSOLE
04963C209ATRCATRICURE INC$28,5730.24%1,019,018CommonSOLE
00847X104AGIOAGIOS PHARMACEUTICALS INC$28,0330.24%630,946CommonSOLE
675234108OCFCOCEANFIRST FINANCIAL CORP$27,9380.24%1,502,868CommonSOLE
91879Q109MTNVAIL RESORTS INC$27,9310.24%160,254CommonSOLE
037833100AAPLAPPLE INC$27,9090.24%119,779CommonSOLE
431636109HLMNHILLMAN SOLUTIONS CORP$27,7600.24%2,628,805CommonSOLE
031162100AMGNAMGEN INC$27,6630.24%85,853CommonSOLE
902673102UFPTUFP TECHNOLOGIES INC$27,5880.24%87,112CommonSOLE
G8068L108SNSHARKNINJA INC$27,3790.23%251,850CommonSOLE
893641100TDGTRANSDIGM GROUP INC$27,2340.23%19,083CommonSOLE
90337L108USPHU.S. PHYSICAL THERAPY INC$27,0810.23%319,991CommonSOLE
71944F106PHRPHREESIA INC$26,3660.23%1,156,896CommonSOLE
392709101GRBKGREEN BRICK PARTNERS INC$25,9250.22%310,408CommonSOLE
90400D108RAREULTRAGENYX PHARMACEUTICAL IN$25,9180.22%466,569CommonSOLE
872590104TMUST-MOBILE US INC$25,6010.22%124,058CommonSOLE
01749D105ALGMALLEGRO MICROSYSTEMS INC$25,2600.22%1,084,147CommonSOLE
127190304CACICACI INTERNATIONAL INC -CL A$25,1890.22%49,923CommonSOLE
09058V103BCRXBIOCRYST PHARMACEUTICALS INC$24,9100.21%3,277,600CommonSOLE
882508104TXNTEXAS INSTRUMENTS INC$24,6690.21%119,424CommonSOLE
76156B107RVLVREVOLVE GROUP INC$24,5200.21%989,517CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$24,2130.21%39,143CommonSOLE
918090101UTZUTZ BRANDS INC$23,5250.20%1,329,060CommonSOLE
57636Q104MAMASTERCARD INC - A$23,3110.20%47,208CommonSOLE
460146103IPINTERNATIONAL PAPER CO$22,8300.20%467,354CommonSOLE
235851102DHRDANAHER CORP$22,6670.19%81,529CommonSOLE
442487401HOVHOVNANIAN ENTERPRISES-A$22,2700.19%108,969CommonSOLE
918284100VSECVSE CORP$21,6870.19%262,141CommonSOLE
453836108INDBINDEPENDENT BANK CORP/MA$21,6130.18%365,520CommonSOLE
674215207CHRDCHORD ENERGY CORP$21,0240.18%161,437CommonSOLE
69343T107PJTPJT PARTNERS INC - A$20,9600.18%157,192CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$20,6760.18%37,157CommonSOLE
147448104CWSTCASELLA WASTE SYSTEMS INC-A$20,5620.18%206,673CommonSOLE
71722W107PHATPHATHOM PHARMACEUTICALS INC$20,3600.17%1,126,083CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$19,7600.17%17,159CommonSOLE
505336107LZBLA-Z-BOY INC$19,4530.17%453,144CommonSOLE
294429105EFXEQUIFAX INC$19,4110.17%66,055CommonSOLE
363576109AJGARTHUR J GALLAGHER & CO$19,1480.16%68,054CommonSOLE
92846Q107COCOVITA COCO CO INC/THE$18,7730.16%663,113CommonSOLE
33748L101FWRGFIRST WATCH RESTAURANT GROUP$18,6530.16%1,195,669CommonSOLE
068463108BBSIBARRETT BUSINESS SVCS INC$18,4740.16%492,516CommonSOLE
71367G102PWPPERELLA WEINBERG PARTNERS$18,4060.16%953,226CommonSOLE
607828100MODMODINE MANUFACTURING CO$18,2840.16%137,690CommonSOLE
630402105NSSCNAPCO SECURITY TECHNOLOGIES$18,0640.15%446,466CommonSOLE
45168D104IDXXIDEXX LABORATORIES INC$17,8480.15%35,328CommonSOLE
146229109CRICARTERS INC$17,8470.15%274,654CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$17,5630.15%30,088CommonSOLE
366505105GTXGARRETT MOTION INC$17,5210.15%2,141,946CommonSOLE
52472M101LEGHLEGACY HOUSING CORP$17,5070.15%640,092CommonSOLE
011311107ALGALAMO GROUP INC$17,2410.15%95,717CommonSOLE
81762P102NOWSERVICENOW INC$16,9050.14%18,901CommonSOLE
87162W100SNXTD SYNNEX CORP$16,8900.14%140,656CommonSOLE
78709Y105SAIASAIA INC$16,8490.14%38,534CommonSOLE
781846209RUSHARUSH ENTERPRISES INC-CL A$16,7610.14%317,264CommonSOLE
19046P209CCBCOASTAL FINANCIAL CORP/WA$16,6930.14%309,183CommonSOLE
320866106FMBHFIRST MID BANCSHARES INC$16,6770.14%428,602CommonSOLE
50155Q100KDKYNDRYL HOLDINGS INC$16,5030.14%718,158CommonSOLE
04956D107ATMUATMUS FILTRATION TECHNOLOGIE$16,3790.14%436,418CommonSOLE
35138V102FOXFFOX FACTORY HOLDING CORP$16,3220.14%393,285CommonSOLE
681116109OLLIOLLIES BARGAIN OUTLET HOLDI$16,1150.14%165,795CommonSOLE
219948106CPAYCORPAY INC$16,0560.14%51,338CommonSOLE
077347300BELFBBEL FUSE INC-CL B$15,9610.14%203,293CommonSOLE
104674106BRCBRADY CORPORATION - CL A$15,7890.14%206,041CommonSOLE
264147109DCODUCOMMUN INC$15,5930.13%236,873CommonSOLE
498894104KNFKNIFE RIVER CORP$15,2000.13%170,037CommonSOLE
573284106MLMMARTIN MARIETTA MATERIALS$15,1170.13%28,085CommonSOLE
03969K108ARQTARCUTIS BIOTHERAPEUTICS INC$14,8210.13%1,593,630CommonSOLE
257651109DCIDONALDSON CO INC$14,6900.13%199,326CommonSOLE
92511U102VRRMVERRA MOBILITY CORP$14,5260.12%522,340CommonSOLE
29977A105EVREVERCORE INC$14,3300.12%56,563CommonSOLE
126501105CTSCTS CORP$13,6820.12%282,793CommonSOLE
29667J101ESQESQUIRE FINANCIAL HOLDINGS I$13,6810.12%209,796CommonSOLE
217204106CPRTCOPART INC$13,4350.11%256,396CommonSOLE
739276103POWIPOWER INTEGRATIONS INC$13,1310.11%204,788CommonSOLE
896288107TNETTRINET GROUP INC$12,9700.11%133,756CommonSOLE
G9618E107WTMWHITE MOUNTAINS INSURANCE GP$12,8000.11%7,546CommonSOLE
89055F103BLDTOPBUILD CORP$12,7650.11%31,379CommonSOLE
159864107CRLCHARLES RIVER LABORATORIES$11,7620.10%59,713CommonSOLE
458334109IPARINTER PARFUMS INC$11,3410.10%87,589CommonSOLE
464287655IWMISHARES RUSSELL 2000 ETF$11,3300.10%51,295CommonSOLE
69913P105FNAUSDPARAGON 28 INC$11,2630.10%1,686,086CommonSOLE
928298108VSHVISHAY INTERTECHNOLOGY INC$10,5880.09%559,925CommonSOLE
74317M104PALPROFICIENT AUTO LOGISTICS IN$10,4760.09%738,815CommonSOLE
922042858VWOVANGUARD FTSE EMERGING MARKE$10,3850.09%217,029CommonSOLE
73278L105POOLPOOL CORP$10,0860.09%26,768CommonSOLE
29260V105DAVAENDAVA PLC- SPON ADR$9,9500.09%389,617CommonSOLE
74340E103PGNYPROGYNY INC$9,8850.08%589,776CommonSOLE
66405S100NBNNORTHEAST BANK$9,2890.08%120,427CommonSOLE
82489W107SHLSSHOALS TECHNOLOGIES GROUP -A$9,1890.08%1,638,007CommonSOLE
384109104GGGGRACO INC$8,9810.08%102,630CommonSOLE
536797103LADLITHIA MOTORS INC$8,8960.08%28,007CommonSOLE
89531P105TREXTREX COMPANY INC$8,4420.07%126,795CommonSOLE
50101L106DNUTKRISPY KREME INC$8,2760.07%770,611CommonSOLE
749607107RLIRLI CORP$8,1870.07%52,827CommonSOLE
501889208LKQLKQ CORP$8,1700.07%204,665CommonSOLE
45778Q107NSPINSPERITY INC$8,1690.07%92,833CommonSOLE
171604101CHUYUSDCHUYS HOLDINGS INC$8,0170.07%214,364CommonSOLE
16359R103CHECHEMED CORP$7,9360.07%13,205CommonSOLE
34965K107FTREFORTREA HOLDINGS INC$7,5180.06%375,910CommonSOLE
37892E102GICGLOBAL INDUSTRIAL CO$7,0180.06%206,581CommonSOLE
89422G107TVTXTRAVERE THERAPEUTICS INC$6,9660.06%497,925CommonSOLE
501147102KRYSKRYSTAL BIOTECH INC$6,5580.06%36,029CommonSOLE
499049104KNXKNIGHT-SWIFT TRANSPORTATION$6,4930.06%120,360CommonSOLE
4315711089HIHILLENBRAND INC$6,3820.05%229,567CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HOLDINGS$6,3130.05%85,076CommonSOLE
12763L105CDRECADRE HOLDINGS INC$6,0220.05%158,692CommonSOLE
313148306AGMFEDERAL AGRIC MTG CORP-CL C$5,6910.05%30,366CommonSOLE
93148P102WDWALKER & DUNLOP INC$5,4790.05%48,239CommonSOLE
816300107SIGISELECTIVE INSURANCE GROUP$5,4110.05%57,999CommonSOLE
459044103IBOCINTERNATIONAL BANCSHARES CRP$4,4220.04%73,963CommonSOLE
35086T109FCPTFOUR CORNERS PROPERTY TRUST$3,9370.03%134,338CommonSOLE
177835105CHCOCITY HOLDING CO$3,8740.03%33,000CommonSOLE
88546E105TWKSEURTHOUGHTWORKS HOLDING INC$3,7990.03%859,594CommonSOLE
53220K504LGNDLIGAND PHARMACEUTICALS$3,7790.03%37,761CommonSOLE
64049M209NEONEOGENOMICS INC$3,7290.03%252,847CommonSOLE
153527106CENTCENTRAL GARDEN & PET CO$3,6530.03%100,165CommonSOLE
374297109GTYGETTY REALTY CORP$3,5270.03%110,872CommonSOLE
45245E109IMAXIMAX CORP$3,5060.03%170,965CommonSOLE
32055Y201FIBKFIRST INTERSTATE BANCSYS-A$3,4790.03%113,390CommonSOLE
00402L107ASOACADEMY SPORTS & OUTDOORS IN$3,4710.03%59,480CommonSOLE
L72967109OECORION SA$3,3000.03%185,316CommonSOLE
203607106CBUCOMMUNITY FINANCIAL SYSTEM I$3,1350.03%53,982CommonSOLE
29670E107EPRTESSENTIAL PROPERTIES REALTY$3,1250.03%91,510CommonSOLE
320209109FFBCFIRST FINANCIAL BANCORP$3,0530.03%121,024CommonSOLE
720190206PDMPIEDMONT OFFICE REALTY TRU-A$3,0020.03%297,180CommonSOLE
78462F103SPYSPDR S&P 500 ETF TRUST$2,9770.03%5,189CommonSOLE
004239109AKRACADIA REALTY TRUST$2,8410.02%121,005CommonSOLE
552690109MDUMDU RESOURCES GROUP INC$2,7600.02%100,700CommonSOLE
844895102SWXSOUTHWEST GAS HOLDINGS INC$2,6730.02%36,235CommonSOLE
293712105EFSCENTERPRISE FINANCIAL SERVICE$2,6380.02%51,468CommonSOLE
268158201DVAXDYNAVAX TECHNOLOGIES CORP$2,6240.02%235,545CommonSOLE
229050307CYRXCRYOPORT INC$2,5750.02%317,496CommonSOLE
984017103XHRXENIA HOTELS & RESORTS INC$2,4750.02%167,546CommonSOLE
G98196101W9N0WNS HOLDINGS LTD$2,4670.02%46,797CommonSOLE
83418M103SEISOLARIS ENERGY INFRASTRUCTUR$2,4530.02%192,210CommonSOLE
665531307NOGNORTHERN OIL AND GAS INC$2,4450.02%69,055CommonSOLE
729640102PLYMPLYMOUTH INDUSTRIAL REIT INC$2,4190.02%107,055CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$2,2630.02%15,905CommonSOLE
48123V102ZDZIFF DAVIS INC$2,2010.02%45,224CommonSOLE
13057Q305CRCCALIFORNIA RESOURCES CORP$2,0180.02%38,463CommonSOLE
981811102WORWORTHINGTON ENTERPRISES INC$2,0080.02%48,436CommonSOLE
464287200IVVISHARES CORE S&P 500 ETF$1,9150.02%3,320CommonSOLE
950810101WSBCWESBANCO INC$1,8550.02%62,283CommonSOLE
44952J104CRGYCRESCENT ENERGY INC-A$1,8420.02%168,260CommonSOLE
09180C106BJRIBJS RESTAURANTS INC$1,7700.02%54,360CommonSOLE
982104101WSWORTHINGTON STEEL INC$1,6470.01%48,436CommonSOLE
922908751VBVANGUARD SMALL-CAP ETF$1,3740.01%5,795CommonSOLE
929566107WNCWABASH NATIONAL CORP$1,3680.01%71,285CommonSOLE
04035M102ARHSARHAUS INC$1,2150.01%98,670CommonSOLE
806882106SCHN1EURRADIUS RECYCLING INC$1,1460.01%61,825CommonSOLE
464287465EFAISHARES MSCI EAFE ETF$1,0700.01%12,792CommonSOLE
955306105WSTWEST PHARMACEUTICAL SERVICES$1,0050.01%3,347CommonSOLE
808513105SCHWSCHWAB (CHARLES) CORP$9980.01%15,392CommonSOLE
532457108LLYLILLY ELI & CO$9400.01%1,061CommonSOLE
464287804IJRISHARES CORE S&P SMALL-CAP E$8690.01%7,434CommonSOLE
30303M102METAMETA PLATFORMS INC-CLASS A$8200.01%1,432CommonSOLE
02079K107GOOGALPHABET INC-CL C$6830.01%4,084CommonSOLE
244199105DEDEERE & CO$6740.01%1,615CommonSOLE
464287507IJHISHARES CORE S&P MIDCAP ETF$6630.01%10,633CommonSOLE
46432F842IEFAISHARES CORE MSCI EAFE ETF$6540.01%8,380CommonSOLE
922908629VOVANGUARD MID-CAP ETF$6080.01%2,303CommonSOLE
922907746VTEBVANGUARD TAX-EXEMPT BOND ETF$6000.01%11,745CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TRST$5920.01%1,039CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC-CL B$5380.00%1,168CommonSOLE
464287614IWFISHARES RUSSELL 1000 GROWTH$5320.00%1,418CommonSOLE
33829M101FIVEFIVE BELOW$4990.00%5,647CommonSOLE
478160104JNJJOHNSON & JOHNSON$4960.00%3,060CommonSOLE
742718109PGPROCTER & GAMBLE CO/THE$4780.00%2,758CommonSOLE
921937835BNDVANGUARD TOTAL BOND MARKET$4750.00%6,322CommonSOLE
30231G102XOMEXXON MOBIL CORP$4270.00%3,643CommonSOLE
88160R101TSLATESLA INC$4240.00%1,621CommonSOLE
464287598IWDISHARES RUSSELL 1000 VALUE E$4190.00%2,205CommonSOLE
46435G326IDEVISHARES CORE MSCI DEV MKTS$3610.00%5,096CommonSOLE
65339F101NEENEXTERA ENERGY INC$3450.00%4,081CommonSOLE
464288273SCZISHARES MSCI EAFE SMALL-CAP$3370.00%4,980CommonSOLE
92826C839VVISA INC-CLASS A SHARES$3350.00%1,217CommonSOLE
713448108PEPPEPSICO INC$3220.00%1,891CommonSOLE
464287168DVYISHARES SELECT DIVIDEND ETF$3160.00%2,342CommonSOLE
922908652VXFVANGUARD EXTENDED MARKET ETF$3130.00%1,718CommonSHARED
595112103MUMICRON TECHNOLOGY INC$3130.00%3,022CommonSOLE
464287234EEMISHARES MSCI EMERGING MARKET$3030.00%6,598CommonSOLE
46428R107GSGISHARES S&P GSCI COMMODITY I$2940.00%14,000CommonSOLE
921943858VEAVANGUARD FTSE DEVELOPED ETF$2810.00%5,317CommonSOLE
949746101WMT2WELLS FARGO & CO$2590.00%4,583CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORP$2540.00%286CommonSOLE
464287499IWRISHARES RUSSELL MID-CAP ETF$2460.00%2,786CommonSOLE
459200101IBMINTL BUSINESS MACHINES CORP$2390.00%1,079CommonSOLE
907818108UNPUnion Pacific Railroad$2360.00%956CommonSOLE
931142103WMTWALMART INC$2270.00%2,808CommonSOLE
75513E101RTXRTX CORP$2190.00%1,804CommonSOLE
303250104FICOFAIR ISAAC CORP$2180.00%112CommonSOLE
060505104BACBANK OF AMERICA CORP$2000.00%5,030CommonSOLE
G29183103ETNEATON CORP PLC$1990.00%599CommonSOLE
438516106HONHONEYWELL INTERNATIONAL INC$1950.00%941CommonSOLE
70014A104PKEPARK AEROSPACE CORP$1950.00%15,000CommonSOLE
68389X105ORCLORACLE SYS CORP$1940.00%1,138CommonSOLE
20030N101CMCSACOMCAST CORP-CLASS A$1870.00%4,473CommonSOLE
64110L106NFLXNETFLIX INC$1850.00%261CommonSOLE
78463X749RWOSPDR DJ GLOBAL REAL ESTATE E$1820.00%3,822CommonSOLE
H1467J104CBCHUBB LTD$1790.00%621CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$1690.00%2,021CommonSOLE
007903107AMDADVANCED MICRO DEVICES$1640.00%999CommonSOLE
464287648IWOISHARES RUSSELL 2000 GROWTH$1630.00%574CommonSOLE
580135101MCDMCDONALDS CORP$1570.00%514CommonSOLE
79466L302CRMSALESFORCE INC$1490.00%545CommonSOLE
00206R102TAT&T INC$1480.00%6,723CommonSOLE
94106L109WMWASTE MANAGEMENT INC$1470.00%706CommonSOLE
747525103QCOMQUALCOMM INC$1450.00%855CommonSOLE
G1151C101ACNACCENTURE PLC-CL A$1430.00%405CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$1340.00%344CommonSOLE
00724F101ADBEADOBE INC$1320.00%255CommonSOLE
032095101APHAMPHENOL CORP-CL A$1300.00%1,992CommonSOLE
58155Q103MCKMCKESSON CORP$1280.00%258CommonSOLE
21037T109CEGCONSTELLATION ENERGY$1230.00%474CommonSOLE
46435U853USHYISHARES BROAD USD HIGH YIELD$1230.00%3,280CommonSOLE
166764100CVXCHEVRON CORPORATION$1230.00%832CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$1160.00%1,545CommonSOLE
026874784AIGAMERICAN INTERNATIONAL GROUP$1130.00%1,546CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$1130.00%2,507CommonSOLE
717081103PFEPFIZER INC$1120.00%3,855CommonSOLE
925652109VICIVICI PROPERTIES INC$1110.00%3,319CommonSOLE
03076C106AMPAMERIPRISE FINANCIAL INC$1090.00%233CommonSOLE
369604301GEGENERAL ELECTRIC CO$1060.00%560CommonSOLE
12572Q105CMECME GROUP INC$1060.00%481CommonSOLE
458140100INTCINTEL CORP$1050.00%4,480CommonSOLE
254687106DISWALT DISNEY CO/THE$1030.00%1,069CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$1020.00%125CommonSOLE
038222105AMATAPPLIED MATERIALS INC$990.00%488CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$960.00%194CommonSOLE
097023105BABOEING CO/THE$940.00%619CommonSOLE
125523100CICIGNA CORP$930.00%269CommonSOLE
808524607SCHASCHWAB US SMALL-CAP ETF$930.00%1,802CommonSOLE
149123101CATCATERPILLAR INC$920.00%236CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$910.00%87CommonSOLE
482480100KLACKLA CORP$910.00%117CommonSOLE
651639106NEMNEWMONT CORP$910.00%1,703CommonSOLE
88579Y101MMM3M COMPANY$900.00%658CommonSOLE
148806102CTLTEURCATALENT INC$880.00%1,454CommonSOLE
461202103INTUINTUIT INC$880.00%141CommonSOLE
G5960L103MDTMEDTRONIC PLC$850.00%945CommonSOLE
036752103ELVELEVANCE HEALTH INC$850.00%164CommonSOLE
370334104GISGENERAL MILLS INC$810.00%1,100CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$810.00%1,623CommonSOLE
654106103NKENIKE INC -CL B$810.00%916CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$800.00%162CommonSOLE
025816109AXPAMERICAN EXPRESS CO$790.00%290CommonSOLE
743315103PGRPROGRESSIVE CORP$780.00%307CommonSOLE
020002101ALLALLSTATE CORP$780.00%409CommonSOLE
922908736VUGVANGUARD GROWTH ETF$770.00%200CommonSOLE
863667101SYKSTRYKER CORP$760.00%211CommonSOLE
05352A100AVTRAVANTOR INC$730.00%2,825CommonSOLE
78454L100SMSM ENERGY CO$730.00%1,811CommonSOLE
194162103CLCOLGATE-PALMOLIVE CO$710.00%687CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$710.00%1,403CommonSOLE
548661107LOWLOWES COS INC$690.00%255CommonSOLE
172967424CCITIGROUP INC$680.00%1,087CommonSOLE
74340W103PLDPROLOGIS INC$680.00%535CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$680.00%128CommonSOLE
27616P103EASTERLY GOVERNMENT PROPERTI$670.00%4,964CommonSHARED
744573106PEGPUBLIC SERVICE ENTERPRISE GP$670.00%753CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$670.00%16CommonSOLE
753422104RPDRAPID7 INC$670.00%1,672CommonSOLE
37733W204GSKGSK PLC-SPON ADR$670.00%1,645CommonSOLE
922908769VTIVANGUARD TOTAL STOCK MKT ETF$670.00%237CommonSHARED
42809H107HESHESS CORP$660.00%488CommonSOLE
31428X106FDXFEDEX CORP$660.00%241CommonSOLE
172908105CTASCINTAS CORP$650.00%316CommonSOLE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$650.00%723CommonSOLE
880779103TEXTEREX CORP$650.00%1,231CommonSOLE
872540109TJXTJX COS INC NEW$630.00%538CommonSOLE
46434G103IEMGISHARES CORE MSCI EMERGING$630.00%1,094CommonSOLE
032654105ADIANALOG DEVICES INC$620.00%269CommonSOLE
806857108SLBSCHLUMBERGER LTD$620.00%1,472CommonSOLE
20825C104COPCONOCOPHILLIPS$620.00%586CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$620.00%133CommonSOLE
855244109SBUXSTARBUCKS CORP$610.00%628CommonSOLE
56585A102MPCMARATHON PETROLEUM CORP$610.00%372CommonSOLE
126408103CSXCSX CORP$610.00%1,753CommonSOLE
92939U106WECWEC ENERGY GROUP INC$600.00%619CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$600.00%1,205CommonSOLE
98978V103ZTSZOETIS INC$600.00%306CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$590.00%172CommonSOLE
89832Q109TFCTRUIST FINANCIAL CORP$580.00%1,348CommonSOLE
040413106ANETEURARISTA NETWORKS INC$570.00%149CommonSOLE
80105N105SNYSANOFI-ADR$560.00%966CommonSOLE
337738108FISVFISERV INC$560.00%313CommonSOLE
110122108BMYBRISTOL MYERS SQUIBB CO$550.00%1,067CommonSOLE
70450Y103PYPLPAYPAL HOLDINGS INC$550.00%707CommonSOLE
780259305SHELSHELL PLC-ADR$540.00%815CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$540.00%157CommonSOLE
832696405SJMJM SMUCKER CO/THE$530.00%438CommonSOLE
98311A105WHWYNDHAM HOTELS & RESORTS INC$530.00%673CommonSOLE
25746U109DDOMINION ENERGY INC$520.00%905CommonSOLE
539830109LMTLOCKHEED MARTIN CORPORATION$520.00%89CommonSOLE
579780206MKCMCCORMICK & CO-NON VTG SHRS$520.00%634CommonSOLE
02209S103MOALTRIA GROUP INC$520.00%1,027CommonSOLE
09260D107BXBLACKSTONE INC$520.00%341CommonSOLE
670100205NVONOVO-NORDISK A/S-SPONS ADR$510.00%431CommonSOLE
452308109ITWILLINOIS TOOL WORKS$510.00%196CommonSOLE
674599105OXYOCCIDENTAL PETROLEUM CORP$500.00%978CommonSOLE
760125104RTORENTOKIL INITIAL PLC-SP ADR$500.00%2,004CommonSOLE
375558103GILDGILEAD SCIENCES INC$500.00%592CommonSOLE
571748102MRSHMARSH & MCLENNAN COS$490.00%221CommonSOLE
629377508NRGNRG ENERGY INC$490.00%543CommonSOLE
808524201SCHXSCHWAB US LARGE-CAP ETF$480.00%712CommonSOLE
29444U700EQIXEQUINIX INC$480.00%54CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING$480.00%174CommonSOLE
609207105MDLZMONDELEZ INTERNATIONAL INC-A$470.00%639CommonSOLE
26441C204DUKDUKE ENERGY CORP$470.00%408CommonSOLE
82509L107SHOPSHOPIFY INC - CLASS A$460.00%580CommonSOLE
N07059210ASMLASML HOLDING NV-NY REG SHS$460.00%55CommonSOLE
824348106SHWSHERWIN-WILLIAMS CO/THE$440.00%114CommonSOLE
36828A101GEVGE VERNOVA INC$440.00%172CommonSOLE
45687V106IRINGERSOLL-RAND INC$430.00%439CommonSOLE
126650100CVSCVS HEALTH CORP$420.00%662CommonSOLE
174610105CFGCITIZENS FINANCIAL GROUP$410.00%993CommonSOLE
40412C101HCAHCA HEALTHCARE INC$400.00%98CommonSOLE
842587107SOSOUTHERN CO/THE$400.00%447CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$400.00%248CommonSOLE
37045V100GMGENERAL MOTORS CO$390.00%876CommonSOLE
15135B101CNCCENTENE CORP$390.00%520CommonSOLE
22160N109CSGPCOSTAR GROUP INC$390.00%515CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC-A$380.00%118CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HOLDINGS$380.00%344CommonSOLE
88033G407THCTENET HEALTHCARE CORP$380.00%229CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$370.00%646CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$370.00%82CommonSOLE
464287622IWBISHARES RUSSELL 1000 ETF$360.00%114CommonSOLE
43300A203HLTHILTON WORLDWIDE HOLDINGS IN$360.00%157CommonSOLE
30161N101EXCEXELON CORP$360.00%879CommonSOLE
550021109LULULULULEMON ATHLETICA INC$360.00%131CommonSOLE
14448C104CARRCARRIER GLOBAL CORP$360.00%450CommonSOLE
127387108CDNSCADENCE DESIGN SYS INC$350.00%128CommonSOLE

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.