MondegarAI
GW&K Investment Management, LLC

Q1 2025 · 13F-HR

GW&K Investment Management, LLCholdings as filed

Filed 2025-05-05 · accession 0001082917-25-000003

$10.8M
Reported value
1,011
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 1011

CUSIPTickerIssuerValue% port.SharesClassVoting
75524B104RBCRBC BEARINGS INC$148,1851.37%460,531CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$146,0211.35%876,319CommonSOLE
55405Y100MTSIMACOM TECHNOLOGY SOLUTIONS H$127,9901.19%1,275,048CommonSOLE
379577208GMEDGLOBUS MEDICAL INC - A$125,8991.17%1,719,928CommonSOLE
594918104MSFTMICROSOFT CORP$117,9781.09%314,280CommonSOLE
38526M106LOPEGRAND CANYON EDUCATION INC$110,9821.03%641,436CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP CO$107,0230.99%1,361,094CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD/ISRAEL$106,2230.98%314,270CommonSOLE
457669307INSMINSMED INC$105,1070.97%1,377,726CommonSOLE
05550J101BJBJS WHOLESALE CLUB HOLDINGS$101,4100.94%888,778CommonSOLE
860630102SFSTIFEL FINANCIAL CORP$100,7020.93%1,068,343CommonSOLE
45073V108ITTITT INC$100,5080.93%778,170CommonSOLE
149568107CVCOCAVCO INDUSTRIES INC$98,8480.92%190,227CommonSOLE
11135F101AVGOBROADCOM INC$95,9430.89%573,031CommonSOLE
00187Y100APGAPI GROUP CORP$94,2880.87%2,636,680CommonSOLE
G39108108GTESGATES INDUSTRIAL CORP PLC$93,8340.87%5,096,887CommonSOLE
40637H109HALOHALOZYME THERAPEUTICS INC$93,4750.87%1,464,891CommonSOLE
576485205MTDRMATADOR RESOURCES CO$89,5010.83%1,751,829CommonSOLE
559663109MGYMAGNOLIA OIL & GAS CORP - A$86,5120.80%3,424,841CommonSOLE
00287Y109ABBVABBVIE INC$83,1230.77%396,732CommonSOLE
451107106IDAIDACORP INC$82,6170.77%710,868CommonSOLE
58506Q109MEDPMEDPACE HOLDINGS INC$82,4970.76%270,756CommonSOLE
49714P108KNSLKINSALE CAPITAL GROUP INC$81,2150.75%166,866CommonSOLE
008492100ADCAGREE REALTY CORP$80,4220.74%1,041,865CommonSOLE
72346Q104PINNACLE FINANCIAL PARTNERS$80,4040.74%758,244CommonSOLE
72407810062CPIPER SANDLER COS$80,1140.74%323,483CommonSOLE
826919102SLABSILICON LABORATORIES INC$76,1860.71%676,786CommonSOLE
16115Q308GTLSCHART INDUSTRIES INC$74,0390.69%512,876CommonSOLE
258278100DORMDORMAN PRODUCTS INC$72,4890.67%601,363CommonSOLE
122017106BURLBURLINGTON STORES INC$71,6390.66%300,588CommonSOLE
26969P108EXPEAGLE MATERIALS INC$71,3000.66%321,276CommonSOLE
70438V106PCTYPAYLOCITY HOLDING CORP$71,2390.66%380,269CommonSOLE
109194100BFAMBRIGHT HORIZONS FAMILY SOLUT$70,9530.66%558,510CommonSOLE
749685103RPMRPM INTERNATIONAL INC$70,3700.65%608,318CommonSOLE
82982L103SITESITEONE LANDSCAPE SUPPLY INC$69,4590.64%571,958CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$68,8530.64%397,901CommonSOLE
929089100VOYAVOYA FINANCIAL INC$68,4880.63%1,010,746CommonSOLE
124805102CBZCBIZ INC$67,7820.63%893,516CommonSOLE
441593100HLIHOULIHAN LOKEY INC$67,0670.62%415,277CommonSOLE
718172109PMPHILIP MORRIS INTERNATIONAL$66,7150.62%420,306CommonSOLE
45167R104IEXIDEX CORP$66,4040.62%366,935CommonSOLE
398905109GPIGROUP 1 AUTOMOTIVE INC$66,3070.61%173,602CommonSOLE
29362U104ENTGENTEGRIS INC$65,4050.61%747,653CommonSOLE
902788108UMBFUMB FINANCIAL CORP$64,7490.60%640,443CommonSOLE
87265H109T86TRI POINTE HOMES INC$64,1760.59%2,010,525CommonSOLE
92346J108VCELVERICEL CORP$63,9150.59%1,432,434CommonSOLE
45827U109INTAINTAPP INC$62,3000.58%1,067,152CommonSOLE
655663102NDSNNORDSON CORP$61,1360.57%303,073CommonSOLE
12510Q100CCCCCC INTELLIGENT SOLUTIONS HO$59,6330.55%6,603,964CommonSOLE
71424F105PRPERMIAN RESOURCES CORP$59,5530.55%4,299,862CommonSOLE
249906108DSGXDESCARTES SYSTEMS GRP/THE$59,0670.55%585,803CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$58,4180.54%470,546CommonSOLE
942622200WSOWATSCO INC$58,3090.54%114,713CommonSOLE
28618M106ESIELEMENT SOLUTIONS INC$57,7820.54%2,555,559CommonSOLE
97650W108WTFCWINTRUST FINANCIAL CORP$57,6110.53%512,280CommonSOLE
199908104FIXCOMFORT SYSTEMS USA INC$56,8330.53%176,321CommonSOLE
859241101STRLSTERLING INFRASTRUCTURE INC$56,6080.52%500,028CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$56,5560.52%511,356CommonSOLE
680223104ORIOLD REPUBLIC INTL CORP$56,3220.52%1,436,051CommonSOLE
78473E103SPXCSPX TECHNOLOGIES INC$55,2590.51%429,102CommonSOLE
866674104SUISUN COMMUNITIES INC$54,9720.51%427,329CommonSOLE
875372203TNDMTANDEM DIABETES CARE INC$54,8740.51%2,863,987CommonSOLE
74275K108PCORPROCORE TECHNOLOGIES INC$54,8600.51%830,965CommonSOLE
277276101EGPEASTGROUP PROPERTIES INC$54,1640.50%307,488CommonSOLE
11133T103BRBROADRIDGE FINANCIAL SOLUTIO$54,0350.50%222,862CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORP-CL A$53,2450.49%188,439CommonSOLE
704326107PAYXPAYCHEX INC.$53,1680.49%344,620CommonSOLE
42226A107HQYHEALTHEQUITY INC$52,0100.48%588,548CommonSOLE
37637Q105GBCIGLACIER BANCORP INC$51,9380.48%1,174,545CommonSOLE
171484108CHDNCHURCHILL DOWNS INC$51,7550.48%465,966CommonSOLE
29364G103ETRENTERGY CORP$51,2740.47%599,762CommonSOLE
45826H109ITGRINTEGER HOLDINGS CORP$50,8620.47%431,000CommonSOLE
85254J102STAGSTAG INDUSTRIAL INC$50,2750.47%1,391,902CommonSOLE
192422103CGNXCOGNEX CORP$48,9140.45%1,639,777CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$48,8970.45%199,336CommonSOLE
927959106VNOMUSDVIPER ENERGY INC$48,4050.45%1,072,101CommonSOLE
69047Q102OVVOVINTIV INC$48,0930.45%1,123,668CommonSOLE
04911A107AUBATLANTIC UNION BANKSHARES CO$47,7780.44%1,534,287CommonSOLE
632307104NTRANATERA INC$47,0350.44%332,618CommonSOLE
05368V106AVNTAVIENT CORP$46,6720.43%1,255,978CommonSOLE
513847103MZTILANCASTER COLONY CORP$46,5870.43%266,212CommonSOLE
002824100ABTABBOTT LABORATORIES$46,1420.43%347,847CommonSOLE
03076K108ABCBAMERIS BANCORP$45,9340.43%797,876CommonSOLE
04621X108AIZASSURANT INC$45,4430.42%216,656CommonSOLE
868459108SUPNSUPERNUS PHARMACEUTICALS INC$45,2750.42%1,382,441CommonSOLE
80689H102SNDRSCHNEIDER NATIONAL INC-CL B$44,7190.41%1,957,064CommonSOLE
114340102AZTAAZENTA INC$44,6730.41%1,289,644CommonSOLE
229899109CFRCULLEN/FROST BANKERS INC$43,8740.41%350,437CommonSOLE
830830105SKYCHAMPION HOMES INC$43,7950.41%462,172CommonSOLE
057665200BCPCBALCHEM CORP$43,5340.40%262,253CommonSOLE
827048109SLGNSILGAN HOLDINGS INC$43,2500.40%846,045CommonSOLE
038336103ATRAPTARGROUP INC$42,9990.40%289,786CommonSOLE
67000B104NOVTNOVANTA INC$42,9270.40%335,711CommonSOLE
L44385109GLOBGLOBANT SA$42,8440.40%363,951CommonSOLE
136385101CNQCANADIAN NATURAL RESOURCES$41,9600.39%1,362,332CommonSOLE
533900106LECOLINCOLN ELECTRIC HOLDINGS$41,8520.39%221,251CommonSOLE
891092108TTCTORO CO$41,7010.39%573,206CommonSOLE
29250N105ENBENBRIDGE INC$41,4480.38%935,402CommonSOLE
90278Q108UFPIUFP INDUSTRIES INC$41,4140.38%386,900CommonSOLE
G8473T100STESTERIS PLC$40,9440.38%180,649CommonSOLE
736508847PORPORTLAND GENERAL ELECTRIC CO$40,7660.38%914,033CommonSOLE
76131D103QSRRESTAURANT BRANDS INTERN$40,6980.38%610,713CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HOLDINGS$40,3660.37%385,976CommonSOLE
191216100KOCOCA-COLA CO/THE$40,2260.37%561,654CommonSOLE
313855108FSSFEDERAL SIGNAL CORP$40,0450.37%544,463CommonSOLE
03783C100APPFAPPFOLIO INC - A$39,9440.37%181,649CommonSOLE
747316107KWRQUAKER HOUGHTON$39,9400.37%323,114CommonSOLE
09290D101BLKBLACKROCK INC$38,9050.36%41,105CommonSOLE
67066G104NVDANVIDIA CORP$38,5760.36%355,934CommonSOLE
85205L107SWTXUSDSPRINGWORKS THERAPEUTICS INC$38,3470.36%868,942CommonSOLE
925550105VIAVVIAVI SOLUTIONS INC$38,1040.35%3,405,174CommonSOLE
03027X100AMTAMERICAN TOWER CORP$37,5760.35%172,686CommonSOLE
668074305NWENORTHWESTERN ENERGY GROUP IN$37,5090.35%648,163CommonSOLE
153527205CENTACENTRAL GARDEN AND PET CO-A$37,4680.35%1,144,768CommonSOLE
829073105SSDSIMPSON MANUFACTURING CO INC$37,2930.35%237,414CommonSOLE
92337F107VCYTVERACYTE INC$37,2670.35%1,256,893CommonSOLE
437076102HDHOME DEPOT INC$37,2000.34%101,504CommonSOLE
G54950103LINLINDE PLC$37,0190.34%79,502CommonSOLE
023135106AMZNAMAZON.COM INC$36,8320.34%193,587CommonSOLE
17275R102CSCOCISCO SYS INC$36,7490.34%595,514CommonSOLE
440327104HMNHORACE MANN EDUCATORS$36,6160.34%856,930CommonSOLE
617446448MSMORGAN STANLEY$36,2910.34%311,053CommonSOLE
817565104SCISERVICE CORP INTERNATIONAL$36,1240.33%450,423CommonSOLE
090572207BIOBIO-RAD LABORATORIES-A$35,0440.32%143,879CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$34,9880.32%1,730,356CommonSOLE
428291108HXLHEXCEL CORP$34,6660.32%633,047CommonSOLE
30214U102EXPOEXPONENT INC$34,5050.32%425,684CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$34,4620.32%529,529CommonSOLE
74164F103PRIMPRIMORIS SERVICES CORP$34,2560.32%596,689CommonSOLE
703343103PATKPATRICK INDUSTRIES INC$34,1870.32%404,296CommonSOLE
292765104EPACENERPAC TOOL GROUP CORP$34,0740.32%759,566CommonSOLE
043436104ABGASBURY AUTOMOTIVE GROUP$33,4010.31%151,245CommonSOLE
02079K305GOOGLALPHABET INC-CL A$33,3290.31%215,524CommonSOLE
45378A106IRTINDEPENDENCE REALTY TRUST IN$32,8270.30%1,546,244CommonSOLE
436440101HO1HOLOGIC INC$32,7290.30%529,864CommonSOLE
78377T107RHPRYMAN HOSPITALITY PROPERTIES$32,4540.30%354,923CommonSOLE
031162100AMGNAMGEN INC$32,1380.30%103,156CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$31,7250.29%197,999CommonSOLE
311900104FASTFASTENAL CO$31,7010.29%408,785CommonSOLE
04963C209ATRCATRICURE INC$31,6640.29%981,523CommonSOLE
G3730V105FTAIFTAI AVIATION LTD$30,9630.29%278,873CommonSOLE
22663K107CRNXCRINETICS PHARMACEUTICALS IN$30,8580.29%920,020CommonSOLE
57060D108MKTXMARKETAXESS HOLDINGS INC$30,8030.29%142,374CommonSOLE
637870106NSANATIONAL STORAGE AFFILIATES$30,6580.28%778,132CommonSOLE
431636109HLMNHILLMAN SOLUTIONS CORP$30,5070.28%3,470,678CommonSOLE
00404A109ACHCACADIA HEALTHCARE CO INC$30,1270.28%993,641CommonSOLE
460146103IPINTERNATIONAL PAPER CO$29,9020.28%560,486CommonSOLE
174610105CFGCITIZENS FINANCIAL GROUP$29,7840.28%726,961CommonSOLE
75513E101RTXRTX CORP$29,5830.27%223,335CommonSOLE
149150104CATYCATHAY GENERAL BANCORP$29,3930.27%683,083CommonSOLE
29670G102WTRGESSENTIAL UTILITIES INC$28,8850.27%730,702CommonSOLE
007973100AEISADVANCED ENERGY INDUSTRIES$28,6380.27%300,473CommonSOLE
739128106POWLPOWELL INDUSTRIES INC$27,9840.26%164,292CommonSOLE
71944F106PHRPHREESIA INC$27,9300.26%1,092,716CommonSOLE
05589G102BWINBALDWIN INSURANCE GROUP INC/$27,9130.26%624,600CommonSOLE
811707801SBCFSEACOAST BANKING CORP/FL$27,6290.26%1,073,810CommonSOLE
20451Q104CODICOMPASS DIVERSIFIED HOLDINGS$27,5800.26%1,477,259CommonSOLE
58933Y105MRKMERCK & CO. INC.$27,3410.25%304,601CommonSOLE
33748L101FWRGFIRST WATCH RESTAURANT GROUP$27,2070.25%1,634,092CommonSOLE
037833100AAPLAPPLE INC$27,1960.25%122,435CommonSOLE
01749D105ALGMALLEGRO MICROSYSTEMS INC$26,5060.25%1,054,756CommonSOLE
228903100AORTARTIVION INC$26,4140.24%1,074,603CommonSOLE
603158106MTXMINERALS TECHNOLOGIES INC$25,8110.24%406,015CommonSOLE
674215207CHRDCHORD ENERGY CORP$25,6610.24%227,652CommonSOLE
91879Q109MTNVAIL RESORTS INC$25,6590.24%160,347CommonSOLE
57636Q104MAMASTERCARD INC - A$25,5960.24%46,698CommonSOLE
19046P209CCBCOASTAL FINANCIAL CORP/WA$25,1290.23%277,950CommonSOLE
90337L108USPHU.S. PHYSICAL THERAPY INC$24,9200.23%344,390CommonSOLE
15872M104APY1EURCHAMPIONX CORP$24,7680.23%831,140CommonSOLE
19247A100CNSCOHEN & STEERS INC$24,6660.23%307,364CommonSOLE
099406100BOOTBOOT BARN HOLDINGS INC$24,4350.23%227,444CommonSOLE
675234108OCFCOCEANFIRST FINANCIAL CORP$24,2140.22%1,423,527CommonSOLE
37253A103THRMGENTHERM INC$24,1260.22%902,263CommonSOLE
02005N100ALLYALLY FINANCIAL INC$24,1100.22%661,084CommonSOLE
698884103PARPAR TECHNOLOGY CORP/DEL$24,0180.22%391,560CommonSOLE
00847X104AGIOAGIOS PHARMACEUTICALS INC$23,9540.22%817,526CommonSOLE
63633D104NHINATL HEALTH INVESTORS INC$23,8110.22%322,374CommonSOLE
03969K108ARQTARCUTIS BIOTHERAPEUTICS INC$23,6510.22%1,512,211CommonSOLE
458665304TILEINTERFACE INC$23,4900.22%1,183,961CommonSOLE
420261109HWKNHAWKINS INC$23,3370.22%220,327CommonSOLE
92846Q107COCOVITA COCO CO INC/THE$23,1910.21%756,646CommonSOLE
12763L105CDRECADRE HOLDINGS INC$23,0130.21%777,201CommonSOLE
147448104CWSTCASELLA WASTE SYSTEMS INC-A$22,9790.21%206,073CommonSOLE
50155Q100KDKYNDRYL HOLDINGS INC$22,8530.21%727,788CommonSOLE
G8068L108SNSHARKNINJA INC$22,5360.21%270,180CommonSOLE
69478X105LF2PACIFIC PREMIER BANCORP INC$21,8670.20%1,025,671CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$21,8650.20%41,747CommonSOLE
068463108BBSIBARRETT BUSINESS SVCS INC$21,7370.20%528,243CommonSOLE
453836108INDBINDEPENDENT BANK CORP/MA$21,6420.20%345,453CommonSOLE
09058V103BCRXBIOCRYST PHARMACEUTICALS INC$21,6350.20%2,884,680CommonSOLE
918090101UTZUTZ BRANDS INC$21,5700.20%1,531,986CommonSOLE
893641100TDGTRANSDIGM GROUP INC$21,4530.20%15,509CommonSOLE
918284100VSECVSE CORP$21,2260.20%176,896CommonSOLE
219948106CPAYCORPAY INC$21,1020.20%60,513CommonSOLE
882508104TXNTEXAS INSTRUMENTS INC$20,9130.19%116,378CommonSOLE
464287655IWMISHARES RUSSELL 2000 ETF$20,9050.19%104,797CommonSOLE
532457108LLYLILLY ELI & CO$20,5560.19%24,889CommonSOLE
76156B107RVLVREVOLVE GROUP INC$20,4230.19%950,331CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$20,0580.19%14,001CommonSOLE
302492103FLYWFLYWIRE CORP-VOTING$19,9870.19%2,103,821CommonSOLE
363576109AJGARTHUR J GALLAGHER & CO$19,6300.18%56,860CommonSOLE
392709101GRBKGREEN BRICK PARTNERS INC$19,4920.18%334,275CommonSOLE
691497309OXMOXFORD INDUSTRIES INC$19,4410.18%331,353CommonSOLE
88224Q107TCBITEXAS CAPITAL BANCSHARES INC$19,1230.18%255,998CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$19,0630.18%38,310CommonSOLE
573284106MLMMARTIN MARIETTA MATERIALS$18,6650.17%39,037CommonSOLE
46116X101ITCIEURINTRA-CELLULAR THERAPIES INC$18,6150.17%141,109CommonSOLE
366505105GTXGARRETT MOTION INC$18,5020.17%2,210,458CommonSOLE
498894104KNFKNIFE RIVER CORP$18,2360.17%202,151CommonSOLE
90400D108RAREULTRAGENYX PHARMACEUTICAL IN$18,1850.17%502,211CommonSOLE
781846209RUSHARUSH ENTERPRISES INC-CL A$18,1690.17%340,181CommonSOLE
03820C105AITAPPLIED INDUSTRIAL TECH INC$17,9440.17%79,632CommonSOLE
127190304CACICACI INTERNATIONAL INC -CL A$17,8920.17%48,764CommonSOLE
264147109DCODUCOMMUN INC$17,7790.16%306,376CommonSOLE
50212V100LPLALPL FINANCIAL HOLDINGS INC$17,5920.16%53,776CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$17,3740.16%29,883CommonSOLE
52472M101LEGHLEGACY HOUSING CORP$17,3110.16%686,414CommonSOLE
04956D107ATMUATMUS FILTRATION TECHNOLOGIE$17,1800.16%467,725CommonSOLE
29667J101ESQESQUIRE FINANCIAL HOLDINGS I$16,9560.16%224,941CommonSOLE
505336107LZBLA-Z-BOY INC$16,6940.15%427,072CommonSOLE
71367G102PWPPERELLA WEINBERG PARTNERS$16,6810.15%906,586CommonSOLE
104674106BRCBRADY CORPORATION - CL A$16,6460.15%235,646CommonSOLE
88362T103THRTHERMON GROUP HOLDINGS INC$16,4940.15%592,262CommonSOLE
077347300BELFBBEL FUSE INC-CL B$16,3190.15%217,998CommonSOLE
G9618E107WTMWHITE MOUNTAINS INSURANCE GP$16,3060.15%8,467CommonSOLE
320866106FMBHFIRST MID BANCSHARES INC$16,0610.15%460,197CommonSOLE
681116109OLLIOLLIES BARGAIN OUTLET HOLDI$15,9260.15%136,866CommonSOLE
87162W100SNXTD SYNNEX CORP$15,6990.15%151,011CommonSOLE
66405S100NBNNORTHEAST BANK$15,2570.14%166,672CommonSOLE
81762P102NOWSERVICENOW INC$14,9730.14%18,807CommonSOLE
45168D104IDXXIDEXX LABORATORIES INC$14,9070.14%35,496CommonSOLE
872590104TMUST-MOBILE US INC$14,7430.14%55,277CommonSOLE
92511U102VRRMVERRA MOBILITY CORP$14,6530.14%650,975CommonSOLE
624758108MWAMUELLER WATER PRODUCTS INC-A$14,4570.13%568,713CommonSOLE
257651109DCIDONALDSON CO INC$14,3260.13%213,631CommonSOLE
69343T107PJTPJT PARTNERS INC - A$13,6890.13%99,279CommonSOLE
78709Y105SAIASAIA INC$13,3630.12%38,241CommonSOLE
159864107CRLCHARLES RIVER LABORATORIES$13,3070.12%88,410CommonSOLE
29260V105DAVAENDAVA PLC- SPON ADR$12,7310.12%652,524CommonSOLE
126501105CTSCTS CORP$12,5980.12%303,200CommonSOLE
442487401HOVHOVNANIAN ENTERPRISES-A$12,3280.11%117,739CommonSOLE
925050106VRNAVERONA PHARMA PLC - ADR$12,3240.11%194,112CommonSOLE
902673102UFPTUFP TECHNOLOGIES INC$12,2950.11%60,956CommonSOLE
012348108AINALBANY INTL CORP-CL A$12,1750.11%176,352CommonSOLE
607828100MODMODINE MANUFACTURING CO$11,3340.10%147,677CommonSOLE
29977A105EVREVERCORE INC$11,2180.10%56,168CommonSOLE
10240L102BOWBOWHEAD SPECIALTY HOLDINGS I$11,0010.10%270,630CommonSOLE
44930G107ICUIICU MEDICAL INC$10,8030.10%77,801CommonSOLE
458334109IPARINTER PARFUMS INC$10,7000.10%93,966CommonSOLE
16359R103CHECHEMED CORP$10,6030.10%17,232CommonSOLE
922042858VWOVANGUARD FTSE EMERGING MARKE$10,2880.10%227,310CommonSOLE
630402105NSSCNAPCO SECURITY TECHNOLOGIES$10,1990.09%443,059CommonSOLE
83418M103SEISOLARIS ENERGY INFRASTRUCTUR$9,4370.09%433,670CommonSOLE
89055F103BLDTOPBUILD CORP$9,1270.08%29,928CommonSOLE
966084204WSRWHITESTONE REIT$9,0180.08%618,933CommonSOLE
30303M102METAMETA PLATFORMS INC-CLASS A$8,7340.08%15,153CommonSOLE
501889208LKQLKQ CORP$8,6440.08%203,193CommonSOLE
384109104GGGGRACO INC$8,5150.08%101,955CommonSOLE
73278L105POOLPOOL CORP$8,4740.08%26,618CommonSOLE
749607107RLIRLI CORP$8,4560.08%105,260CommonSOLE
536797103LADLITHIA MOTORS INC$7,6950.07%26,216CommonSOLE
89531P105TREXTREX COMPANY INC$7,3170.07%125,942CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HOLDINGS$7,0670.07%84,602CommonSOLE
37892E102GICGLOBAL INDUSTRIAL CO$6,9820.06%311,688CommonSOLE
71722W107PHATPHATHOM PHARMACEUTICALS INC$6,9240.06%1,104,308CommonSOLE
739276103POWIPOWER INTEGRATIONS INC$6,5350.06%129,419CommonSOLE
501147102KRYSKRYSTAL BIOTECH INC$6,1480.06%34,100CommonSOLE
464287200IVVISHARES CORE S&P 500 ETF$6,0680.06%10,799CommonSOLE
92337R101VERAVERA THERAPEUTICS INC$6,0590.06%252,240CommonSOLE
89422G107TVTXTRAVERE THERAPEUTICS INC$5,7550.05%321,162CommonSOLE
91704F104UEURBAN EDGE PROPERTIES$5,5110.05%290,077CommonSOLE
462222100IONSIONIS PHARMACEUTICALS INC$5,5000.05%182,309CommonSOLE
01644J108ALKTALKAMI TECHNOLOGY INC$5,3300.05%203,050CommonSOLE
313148306AGMFEDERAL AGRIC MTG CORP-CL C$5,2400.05%27,943CommonSOLE
499049104KNXKNIGHT-SWIFT TRANSPORTATION$5,2080.05%119,751CommonSOLE
816300107SIGISELECTIVE INSURANCE GROUP$4,8840.05%53,359CommonSOLE
459044103IBOCINTERNATIONAL BANCSHARES CRP$4,2920.04%68,059CommonSOLE
45245E109IMAXIMAX CORP$4,0720.04%154,520CommonSOLE
G98196101W9N0WNS HOLDINGS LTD$3,8690.04%62,928CommonSOLE
93148P102WDWALKER & DUNLOP INC$3,7940.04%44,447CommonSOLE
50101L106DNUTKRISPY KREME INC$3,7080.03%753,696CommonSOLE
53220K504LGNDLIGAND PHARMACEUTICALS$3,6650.03%34,858CommonSOLE
177835105CHCOCITY HOLDING CO$3,5620.03%30,323CommonSOLE
35086T109FCPTFOUR CORNERS PROPERTY TRUST$3,5260.03%122,862CommonSOLE
153527106CENTCENTRAL GARDEN & PET CO$3,3790.03%92,166CommonSOLE
29670E107EPRTESSENTIAL PROPERTIES REALTY$3,3540.03%102,750CommonSOLE
78462F103SPYSPDR S&P 500 ETF TRUST$3,2530.03%5,815CommonSOLE
87305R109TTMITTM TECHNOLOGIES$3,2420.03%158,090CommonSOLE
374297109GTYGETTY REALTY CORP$3,1610.03%101,366CommonSOLE
35138V102FOXFFOX FACTORY HOLDING CORP$3,0850.03%132,181CommonSOLE
G3934V109GENIGENIUS SPORTS LTD$2,9110.03%290,800CommonSOLE
004239109AKRACADIA REALTY TRUST$2,8510.03%136,070CommonSOLE
203607106CBUCOMMUNITY FINANCIAL SYSTEM I$2,8080.03%49,393CommonSOLE
320209109FFBCFIRST FINANCIAL BANCORP$2,7640.03%110,661CommonSOLE
268158201DVAXDYNAVAX TECHNOLOGIES CORP$2,7140.03%209,230CommonSOLE
374689107ROCKGIBRALTAR INDUSTRIES INC$2,6910.02%45,881CommonSOLE
358039105FRPTFRESHPET INC$2,6810.02%32,240CommonSOLE
720190206PDMPIEDMONT OFFICE REALTY TRU-A$2,6230.02%355,955CommonSOLE
78409V104SPGIS&P GLOBAL INC$2,5390.02%4,997CommonSOLE
293712105EFSCENTERPRISE FINANCIAL SERVICE$2,5290.02%47,056CommonSOLE
410120109HWCHANCOCK WHITNEY CORP$2,5100.02%47,862CommonSOLE
00402L107ASOACADEMY SPORTS & OUTDOORS IN$2,4810.02%54,387CommonSOLE
053807103AVTAVNET INC$2,4480.02%50,900CommonSOLE
923451108VBTXVERITEX HOLDINGS INC$2,4130.02%96,645CommonSOLE
844895102SWXSOUTHWEST GAS HOLDINGS INC$2,3800.02%33,150CommonSOLE
64049M209NEONEOGENOMICS INC$2,1800.02%229,766CommonSOLE
78781J109SAILSAILPOINT INC$2,1730.02%115,912CommonSHARED
922907746VTEBVANGUARD TAX-EXEMPT BOND ETF$2,1670.02%43,680CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$2,0780.02%14,610CommonSOLE
665531307NOGNORTHERN OIL AND GAS INC$1,9120.02%63,237CommonSOLE
982104101WSWORTHINGTON STEEL INC$1,8680.02%73,732CommonSOLE
13462K109CWHCAMPING WORLD HOLDINGS INC-A$1,8310.02%113,295CommonSOLE
922908751VBVANGUARD SMALL-CAP ETF$1,8100.02%8,163CommonSOLE
950810101WSBCWESBANCO INC$1,7600.02%56,859CommonSOLE
44952J104CRGYCRESCENT ENERGY INC-A$1,7240.02%153,362CommonSOLE
05988J103BANDBANDWIDTH INC-CLASS A$1,7150.02%130,927CommonSOLE
09180C106BJRIBJS RESTAURANTS INC$1,7030.02%49,705CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$1,6080.01%2,728CommonSOLE
46435G326IDEVISHARES CORE MSCI DEV MKTS$1,5990.01%23,208CommonSOLE
13057Q305CRCCALIFORNIA RESOURCES CORP$1,5630.01%35,540CommonSOLE
552690109MDUMDU RESOURCES GROUP INC$1,5600.01%92,265CommonSOLE
48123V102ZDZIFF DAVIS INC$1,5520.01%41,298CommonSOLE
L72967109OECORION SA$1,2640.01%97,773CommonSOLE
464287804IJRISHARES CORE S&P SMALL-CAP E$1,2510.01%11,965CommonSOLE
921937835BNDVANGUARD TOTAL BOND MARKET$1,1100.01%15,118CommonSOLE
464287465EFAISHARES MSCI EAFE ETF$1,0410.01%12,737CommonSOLE
464287507IJHISHARES CORE S&P MIDCAP ETF$1,0340.01%17,724CommonSOLE
217204106CPRTCOPART INC$8760.01%15,487CommonSOLE
300426103ECGEVERUS CONSTRUCTION GROUP$8740.01%23,563CommonSOLE
04035M102ARHSARHAUS INC$7860.01%90,295CommonSOLE
244199105DEDEERE & CO$7600.01%1,620CommonSOLE
929566107WNCWABASH NATIONAL CORP$7230.01%65,405CommonSOLE
02079K107GOOGALPHABET INC-CL C$6510.01%4,169CommonSOLE
922908652VXFVANGUARD EXTENDED MARKET ETF$6460.01%3,749CommonSHARED
084670702BRK/BBERKSHIRE HATHAWAY INC-CL B$6390.01%1,200CommonSOLE
46432F842IEFAISHARES CORE MSCI EAFE ETF$6340.01%8,380CommonSOLE
922908629VOVANGUARD MID-CAP ETF$5960.01%2,303CommonSOLE
136375102CNICANADIAN NATL RAILWAY CO$5650.01%5,796CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TRST$5540.01%1,039CommonSOLE
922908769VTIVANGUARD TOTAL STOCK MKT ETF$5430.01%1,973CommonSOLE
478160104JNJJOHNSON & JOHNSON$5100.00%3,075CommonSOLE
742718109PGPROCTER & GAMBLE CO/THE$5070.00%2,973CommonSOLE
46431W507NEARISHARES SH DBA ETF USD INC$4930.00%9,690CommonSOLE
922908363VOOVANGUARD S&P 500 ETF$4920.00%957CommonSOLE
92826C839VVISA INC-CLASS A SHARES$4670.00%1,332CommonSOLE
30231G102XOMEXXON MOBIL CORP$4520.00%3,797CommonSOLE
88160R101TSLATESLA INC$4410.00%1,702CommonSOLE
464287499IWRISHARES RUSSELL MID-CAP ETF$4370.00%5,133CommonSOLE
871829107SYYSYSCO CORP$3980.00%5,306CommonSOLE
921909768VXUSVANGUARD TOTAL INTL STOCK$3960.00%6,370CommonSOLE
464287614IWFISHARES RUSSELL 1000 GROWTH$3950.00%1,093CommonSOLE
808513105SCHWSCHWAB (CHARLES) CORP$3830.00%4,887CommonSOLE
46435U853USHYISHARES BROAD USD HIGH YIELD$3600.00%9,793CommonSOLE
294429105EFXEQUIFAX INC$3530.00%1,448CommonSOLE
464288273SCZISHARES MSCI EAFE SMALL-CAP$3430.00%5,402CommonSOLE
464287598IWDISHARES RUSSELL 1000 VALUE E$3390.00%1,804CommonSOLE
921943858VEAVANGUARD FTSE DEVELOPED ETF$3240.00%6,367CommonSOLE
65339F101NEENEXTERA ENERGY INC$3220.00%4,544CommonSOLE
46428R107GSGISHARES S&P GSCI COMMODITY I$3190.00%14,000CommonSOLE
459200101IBMINTL BUSINESS MACHINES CORP$3170.00%1,276CommonSOLE
464287234EEMISHARES MSCI EMERGING MARKET$2880.00%6,598CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORP$2870.00%303CommonSOLE
949746101WMT2WELLS FARGO & CO$2820.00%3,929CommonSOLE
464287168DVYISHARES SELECT DIVIDEND ETF$2760.00%2,057CommonSOLE
595112103MUMICRON TECHNOLOGY INC$2740.00%3,154CommonSOLE
713448108PEPPEPSICO INC$2710.00%1,809CommonSOLE
78467X109DIASPDR DJIA TRUST$2680.00%639CommonSOLE
64110L106NFLXNETFLIX INC$2580.00%277CommonSOLE
931142103WMTWALMART INC$2520.00%2,876CommonSOLE
303250104FICOFAIR ISAAC CORP$2380.00%129CommonSOLE
907818108UNPUnion Pacific Railroad$2250.00%953CommonSOLE
060505104BACBANK OF AMERICA CORP$2140.00%5,120CommonSOLE
166764100CVXCHEVRON CORP$2110.00%1,260CommonSOLE
00206R102TAT&T INC$2070.00%7,334CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$2060.00%2,042CommonSOLE
235851102DHRDANAHER CORP$2040.00%996CommonSOLE
955306105WSTWEST PHARMACEUTICAL SERVICES$1930.00%863CommonSOLE
H1467J104CBCHUBB LTD$1910.00%631CommonSOLE
68389X105ORCLORACLE SYS CORP$1860.00%1,331CommonSOLE
438516106HONHONEYWELL INTERNATIONAL INC$1830.00%864CommonSOLE
58155Q103MCKMCKESSON CORP$1800.00%267CommonSOLE
464287481IWPISHARES RUSSELL MID-CAP GROW$1790.00%1,521CommonSOLE
580135101MCDMCDONALD'S CORP$1750.00%560CommonSOLE
G29183103ETNEATON CORP PLC$1720.00%634CommonSOLE
78463X749RWOSPDR DJ GLOBAL REAL ESTATE E$1660.00%3,805CommonSOLE
94106L109WMWASTE MANAGEMENT INC$1650.00%712CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC-A$1640.00%1,942CommonSOLE
20030N101CMCSACOMCAST CORP-CLASS A$1530.00%4,137CommonSOLE
79466L302CRMSALESFORCE INC$1490.00%557CommonSOLE
747525103QCOMQUALCOMM INC$1390.00%907CommonSOLE
G1151C101ACNACCENTURE PLC-CL A$1350.00%433CommonSOLE
12572Q105CMECME GROUP INC$1350.00%507CommonSOLE
026874784AIGAMERICAN INTERNATIONAL GROUP$1350.00%1,548CommonSOLE
464288414MUBISHARES NATIONAL MUNI BOND E$1330.00%1,264CommonSOLE
032095101APHAMPHENOL CORP-CL A$1310.00%1,999CommonSOLE
007903107AMDADVANCED MICRO DEVICES$1260.00%1,223CommonSOLE
369604301GEGENERAL ELECTRIC CO$1210.00%604CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$1200.00%1,641CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$1200.00%2,653CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$1190.00%352CommonSOLE
097023105BABOEING CO/THE$1190.00%696CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$1150.00%211CommonSOLE
03076C106AMPAMERIPRISE FINANCIAL INC$1130.00%234CommonSOLE
512807306LRCXLAM RESEARCH CORP$1120.00%1,534CommonSOLE
458140100INTCINTEL CORP$1110.00%4,866CommonSOLE
254687106DISWALT DISNEY CO/THE$1080.00%1,099CommonSOLE
21037T109CEGCONSTELLATION ENERGY$990.00%489CommonSOLE
00724F101ADBEADOBE INC$980.00%255CommonSOLE
461202103INTUINTUIT INC$980.00%159CommonSOLE
717081103PFEPFIZER INC$980.00%3,866CommonSOLE
88579Y101MMM3M COMPANY$970.00%661CommonSOLE
G5960L103MDTMEDTRONIC PLC$940.00%1,045CommonSOLE
743315103PGRPROGRESSIVE CORP$930.00%330CommonSOLE
149123101CATCATERPILLAR INC$930.00%283CommonSOLE
02209S103MOALTRIA GROUP INC$920.00%1,528CommonSOLE
020002101ALLALLSTATE CORP$910.00%438CommonSOLE
125523100CICIGNA CORP$910.00%276CommonSOLE
482480100KLACKLA CORP$900.00%133CommonSOLE
863667101SYKSTRYKER CORP$890.00%240CommonSOLE
375558103GILDGILEAD SCIENCES INC$870.00%778CommonSOLE
42809H107HESHESS CORP$860.00%538CommonSOLE
808524607SCHASCHWAB US SMALL-CAP ETF$850.00%3,629CommonSOLE
26441C204DUKDUKE ENERGY CORP$840.00%686CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$830.00%168CommonSOLE
172967424CCITIGROUP INC$820.00%1,154CommonSOLE
036752103ELVELEVANCE HEALTH INC$810.00%187CommonSOLE
651639106NEMNEWMONT CORP$810.00%1,674CommonSOLE
025816109AXPAMERICAN EXPRESS CO$790.00%294CommonSOLE
172908105CTASCINTAS CORP$790.00%382CommonSOLE
842587107SOSOUTHERN CO/THE$780.00%847CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$780.00%17CommonSOLE
43300A203HLTHILTON WORLDWIDE HOLDINGS IN$760.00%336CommonSOLE
337738108FISVFISERV INC$740.00%335CommonSOLE
922908736VUGVANGUARD GROWTH ETF$740.00%200CommonSOLE
370334104GISGENERAL MILLS INC$720.00%1,207CommonSOLE
038222105AMATAPPLIED MATERIALS INC$720.00%496CommonSOLE
872540109TJXTJX COS INC NEW$710.00%585CommonSOLE
110122108BMYBRISTOL MYERS SQUIBB CO$710.00%1,168CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$710.00%139CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$690.00%143CommonSOLE
92939U106WECWEC ENERGY GROUP INC$680.00%625CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$680.00%401CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$670.00%1,258CommonSOLE
44925C103ICFIICF INTERNATIONAL INC$670.00%784CommonSHARED
74340W103PLDPROLOGIS INC$670.00%596CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$660.00%1,750CommonSOLE
744573106PEGPUBLIC SERVICE ENTERPRISE GP$660.00%796CommonSOLE
45784P101PODDINSULET CORP$650.00%249CommonSOLE
66987V109NVSNOVARTIS AG-SPONSORED ADR$650.00%584CommonSOLE
36828A101GEVGE VERNOVA INC$650.00%213CommonSOLE
855244109SBUXSTARBUCKS CORP$640.00%656CommonSOLE
487836108KKELLANOVA$640.00%770CommonSOLE
629377508NRGNRG ENERGY INC$640.00%672CommonSOLE
808524888SCHCSCHWAB INTL SMALL-CAP EQUITY$620.00%1,726CommonSOLE
37733W204GSKGSK PLC-SPON ADR$620.00%1,589CommonSOLE
20825C104COPCONOCOPHILLIPS$620.00%592CommonSOLE
194162103CLCOLGATE-PALMOLIVE CO$610.00%655CommonSOLE
46137V530PNQIINVESCO NASDAQ INTERNET ETF$610.00%1,375CommonSOLE
548661107LOWLOWES COS INC$610.00%262CommonSOLE
98311A105WHWYNDHAM HOTELS & RESORTS INC$610.00%673CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING$610.00%199CommonSOLE
291011104EMREMERSON ELECTRIC CO$600.00%545CommonSOLE
780259305SHELSHELL PLC-ADR$600.00%815CommonSOLE
22788C105CRWDCROWDSTRIKE HOLDINGS INC - A$590.00%168CommonSOLE
654106103NKENIKE INC -CL B$590.00%933CommonSOLE
032654105ADIANALOG DEVICES INC$590.00%293CommonSOLE
46434G103IEMGISHARES CORE MSCI EMERGING$590.00%1,094CommonSOLE
78464A854SPYMSPDR PORTFOLIO S&P 500 ETF$580.00%876CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$580.00%91CommonSOLE
571748102MRSHMARSH & MCLENNAN COS$580.00%236CommonSOLE
31428X106FDXFEDEX CORP$570.00%232CommonSOLE
09260D107BXBLACKSTONE INC$560.00%398CommonSOLE
89832Q109TFCTRUIST FINANCIAL CORP$560.00%1,359CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$550.00%1,420CommonSOLE
82509L107SHOPSHOPIFY INC - CLASS A$550.00%580CommonSOLE
609207105MDLZMONDELEZ INTERNATIONAL INC-A$550.00%804CommonSOLE
03990B101ARESARES MANAGEMENT CORP - A$550.00%373CommonSOLE
80105N105SNYSANOFI-ADR$540.00%966CommonSOLE
040413205ANETARISTA NETWORKS INC$540.00%693CommonSOLE
69913P105FNAUSDPARAGON 28 INC$540.00%4,107CommonSOLE
579780206MKCMCCORMICK & CO-NON VTG SHRS$540.00%657CommonSOLE
452308109ITWILLINOIS TOOL WORKS$530.00%215CommonSOLE
115236101BROBROWN & BROWN INC$520.00%419CommonSOLE
25746U109DDOMINION ENERGY INC$520.00%930CommonSOLE
443201108HWMHOWMET AEROSPACE INC$510.00%396CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$510.00%172CommonSOLE
98978V103ZTSZOETIS INC$510.00%308CommonSOLE
95040Q104WELLWELLTOWER INC$500.00%326CommonSOLE
05464C101AXONAXON ENTERPRISE INC$500.00%95CommonSOLE
56585A102MPCMARATHON PETROLEUM CORP$500.00%343CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC-A$480.00%130CommonSOLE
366651107ITGARTNER INC$480.00%115CommonSOLE
55354G100MSCIMSCI INC$480.00%84CommonSOLE
45765U103NSITINSIGHT ENTERPRISES INC$480.00%322CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$470.00%274CommonSOLE
808524201SCHXSCHWAB US LARGE-CAP ETF$470.00%2,136CommonSOLE
29444U700EQIXEQUINIX INC$470.00%58CommonSOLE
70450Y103PYPLPAYPAL HOLDINGS INC$470.00%722CommonSOLE
33829M101FIVEFIVE BELOW$470.00%625CommonSOLE
760125104RTORENTOKIL INITIAL PLC-SP ADR$460.00%2,004CommonSOLE

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.