MondegarAI
GW&K Investment Management, LLC

Q1 2026 · 13F-HR

GW&K Investment Management, LLCholdings as filed

Filed 2026-05-13 · accession 0001082917-26-000002

$11.3M
Reported value
1,020
Positions
2026-03-31
Period end
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The Brief · GW&K Investment Management, LLC · Q1 2026

AI · grounded in 13F

GW&K Investment Management, LLC closed its position in 62C for a reduction of $100,672. The fund established new positions in PIPR for $70,108, COHR for $68,447, and FN for $66,927. Additionally, the manager trimmed holdings in MSFT by 9.39% and AEIS by 11.80%.

Holdings as filed

First 500 of 1020

CUSIPTickerIssuerValue% port.SharesClassVoting
007973100AEISADVANCED ENERGY INDUSTRIES$193,9841.71%601,105CommonSOLE
55405Y100MTSIMACOM TECHNOLOGY SOLUTIONS H$186,3321.64%839,062CommonSOLE
75524B104RBCRBC BEARINGS INC$153,0981.35%281,879CommonSOLE
45073V108ITTITT INC$151,8061.34%796,746CommonSOLE
78473E103SPXCSPX TECHNOLOGIES INC$134,9891.19%675,142CommonSOLE
199908104FIXCOMFORT SYSTEMS USA INC$131,9411.16%95,674CommonSOLE
379577208GMEDGLOBUS MEDICAL INC - A$128,7861.14%1,494,723CommonSOLE
00187Y100APGAPI GROUP CORP$126,0561.11%3,110,942CommonSOLE
859241101STRLSTERLING INFRASTRUCTURE INC$124,1131.09%304,736CommonSOLE
38526M106LOPEGRAND CANYON EDUCATION INC$123,0561.08%723,725CommonSOLE
122017106BURLBURLINGTON STORES INC$110,4540.97%339,458CommonSOLE
739128106POWLPOWELL INDUSTRIES INC$108,5080.96%200,535CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$105,5010.93%638,849CommonSOLE
11135F101AVGOBROADCOM INC$104,2400.92%336,789CommonSOLE
313855108FSSFEDERAL SIGNAL CORP$103,6120.91%958,124CommonSOLE
457669307INSMINSMED INC$101,8810.90%623,048CommonSOLE
67000B104NOVTNOVANTA INC$101,4160.89%858,654CommonSOLE
594918104MSFTMICROSOFT CORP$100,9410.89%272,689CommonSOLE
451107106IDAIDACORP INC$100,0490.88%699,780CommonSOLE
576485205MTDRMATADOR RESOURCES CO$98,4700.87%1,558,564CommonSOLE
559663109MGYMAGNOLIA OIL & GAS CORP - A$97,2760.86%3,081,264CommonSOLE
860630102SFSTIFEL FINANCIAL CORP$96,6680.85%1,307,745CommonSOLE
615394202MOG/AMOOG INC-CLASS A$96,2650.85%328,949CommonSOLE
466313103JBLJABIL INC$91,7210.81%345,291CommonSOLE
G39108108GTESGATES INDUSTRIAL CORP PLC$91,0800.80%4,028,336CommonSOLE
40637H109HALOHALOZYME THERAPEUTICS INC$90,0860.79%1,393,875CommonSOLE
58506Q109MEDPMEDPACE HOLDINGS INC$87,7680.77%182,772CommonSOLE
29362U104ENTGENTEGRIS INC$86,6480.76%739,056CommonSOLE
655663102NDSNNORDSON CORP$83,1700.73%312,593CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP CO$82,8250.73%966,899CommonSOLE
902788108UMBFUMB FINANCIAL CORP$79,0870.70%701,187CommonSOLE
149568107CVCOCAVCO INDUSTRIES INC$79,0790.70%163,284CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$78,2170.69%593,725CommonSOLE
05550J101BJBJS WHOLESALE CLUB HOLDINGS$73,2570.65%744,326CommonSOLE
03820C105AITAPPLIED INDUSTRIAL TECH INC$72,0330.64%271,489CommonSOLE
10806X102BBIOBRIDGEBIO PHARMA INC$71,4860.63%962,643CommonSOLE
28618M106ESIELEMENT SOLUTIONS INC$70,8800.62%2,076,164CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$70,1570.62%371,098CommonSOLE
724078209PIPRPIPER SANDLER COS$70,1080.62%915,843CommonSOLE
929089100VOYAVOYA FINANCIAL INC$69,6210.61%1,019,038CommonSOLE
19247G107COHRCOHERENT CORP$68,4470.60%287,335CommonSOLE
82982L103SITESITEONE LANDSCAPE SUPPLY INC$67,4560.59%506,764CommonSOLE
00287Y109ABBVABBVIE INC$67,2960.59%309,419CommonSOLE
G3323L100FNFABRINET$66,9270.59%128,323CommonSOLE
718172109PMPHILIP MORRIS INTERNATIONAL$65,7600.58%397,723CommonSOLE
749685103RPMRPM INTERNATIONAL INC$64,2290.57%646,163CommonSOLE
29364G103ETRENTERGY CORP$63,8970.56%568,684CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$63,1070.56%214,533CommonSOLE
174610105CFGCITIZENS FINANCIAL GROUP$63,0070.56%1,050,635CommonSOLE
37637Q105GBCIGLACIER BANCORP INC$62,9450.55%1,409,101CommonSOLE
171484108CHDNCHURCHILL DOWNS INC$60,0420.53%668,398CommonSOLE
83418M103SEISOLARIS ENERGY INFRASTRUCTUR$59,9950.53%1,061,673CommonSOLE
74275K108PCORPROCORE TECHNOLOGIES INC$59,2080.52%1,038,727CommonSOLE
925550105VIAVVIAVI SOLUTIONS INC$58,9680.52%1,771,881CommonSOLE
533900106LECOLINCOLN ELECTRIC HOLDINGS$58,8370.52%236,216CommonSOLE
22663K107CRNXCRINETICS PHARMACEUTICALS IN$58,7910.52%1,618,686CommonSOLE
462222100IONSIONIS PHARMACEUTICALS INC$58,5210.52%779,349CommonSOLE
67066G104NVDANVIDIA CORP$57,8110.51%331,483CommonSOLE
04911A107AUBATLANTIC UNION BANKSHARES CO$55,8300.49%1,562,111CommonSOLE
97650W108WTFCWINTRUST FINANCIAL CORP$55,4430.49%399,035CommonSOLE
26969P108EXPEAGLE MATERIALS INC$55,2860.49%291,817CommonSOLE
04621X108AIZASSURANT INC$55,1220.49%253,068CommonSOLE
868459108SUPNSUPERNUS PHARMACEUTICALS INC$54,5420.48%1,055,184CommonSOLE
136385101CNQCANADIAN NATURAL RESOURCES$54,5150.48%1,118,706CommonSOLE
258278100DORMDORMAN PRODUCTS INC$53,6090.47%513,688CommonSOLE
75513E101RTXRTX CORP$53,3340.47%276,484CommonSOLE
192422103CGNXCOGNEX CORP$52,9930.47%1,081,714CommonSOLE
277276101EGPEASTGROUP PROPERTIES INC$52,8360.47%285,455CommonSOLE
92346J108VCELVERICEL CORP$52,0140.46%1,616,855CommonSOLE
229899109CFRCULLEN/FROST BANKERS INC$51,5670.45%376,177CommonSOLE
875372203TNDMTANDEM DIABETES CARE INC$51,5500.45%2,689,106CommonSOLE
49714P108KNSLKINSALE CAPITAL GROUP INC$51,4500.45%150,583CommonSOLE
64361Q101VNOMVIPER ENERGY INC-CL A$51,4410.45%1,094,719CommonSOLE
441593100HLIHOULIHAN LOKEY INC$50,8560.45%354,095CommonSOLE
866674104SUISUN COMMUNITIES INC$49,4930.44%392,920CommonSOLE
52736R102LEVILEVI STRAUSS & CO- CLASS A$49,1930.43%2,660,516CommonSOLE
747316107KWRQUAKER HOUGHTON$49,1910.43%395,965CommonSOLE
090572207BIOBIO-RAD LABORATORIES-A$48,7010.43%174,708CommonSOLE
632307104NTRANATERA INC$48,4020.43%242,020CommonSOLE
617446448MSMORGAN STANLEY$48,2960.43%293,468CommonSOLE
88362T103THRTHERMON GROUP HOLDINGS INC$48,0070.42%952,518CommonSOLE
05368V106AVNTAVIENT CORP$47,8180.42%1,317,292CommonSOLE
72348N109PNFPPINNACLE FINANCIAL PARTNERS$46,9790.41%545,376CommonSOLE
G0176J109ALLEALLEGION PLC$46,6540.41%321,103CommonSOLE
45826H109ITGRINTEGER HOLDINGS CORP$46,4600.41%527,943CommonSOLE
92337F107VCYTVERACYTE INC$46,2960.41%1,437,322CommonSOLE
680223104ORIOLD REPUBLIC INTL CORP$45,9690.41%1,152,109CommonSOLE
126402106CSWCSW INDUSTRIALS INC$45,1280.40%173,179CommonSOLE
02079K305GOOGLALPHABET INC-CL A$44,1940.39%153,687CommonSOLE
811707801SBCFSEACOAST BANKING CORP/FL$44,0640.39%1,454,745CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$43,9740.39%188,521CommonSOLE
69047Q102OVVOVINTIV INC$43,6010.38%734,510CommonSOLE
736508847PORPORTLAND GENERAL ELECTRIC CO$43,5170.38%824,649CommonSOLE
231561101CWCURTISS-WRIGHT CORP$42,9360.38%63,033CommonSOLE
76131D103QSRRESTAURANT BRANDS INTERN$42,7530.38%578,531CommonSOLE
03674X106ARANTERO RESOURCES CORP$42,7500.38%1,007,300CommonSOLE
03076K108ABCBAMERIS BANCORP$42,4970.37%544,906CommonSOLE
008492100ADCAGREE REALTY CORP$41,9190.37%556,104CommonSOLE
311900104FASTFASTENAL CO$41,6370.37%897,342CommonSOLE
00847X104AGIOAGIOS PHARMACEUTICALS INC$41,1010.36%1,214,901CommonSOLE
398905109GPIGROUP 1 AUTOMOTIVE INC$41,0010.36%124,005CommonSOLE
78781J109SAILSAILPOINT INC$40,8840.36%3,087,950CommonSOLE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$40,7180.36%433,770CommonSOLE
830830105SKYCHAMPION HOMES INC$40,6760.36%546,936CommonSOLE
85254J102STAGSTAG INDUSTRIAL INC$40,6630.36%1,127,658CommonSOLE
191216100KOCOCA-COLA CO/THE$40,4520.36%531,909CommonSOLE
11133T103BRBROADRIDGE FINANCIAL SOLUTIO$40,0890.35%246,733CommonSOLE
42226A107HQYHEALTHEQUITY INC$38,8030.34%464,315CommonSOLE
G3730V105FTAIFTAI AVIATION LTD$38,5540.34%157,365CommonSOLE
668074305NWENORTHWESTERN ENERGY GROUP IN$38,2200.34%579,628CommonSOLE
264147109DCODUCOMMUN INC$38,0680.34%312,033CommonSOLE
703343103PATKPATRICK INDUSTRIES INC$37,8400.33%340,678CommonSOLE
09290D101BLKBLACKROCK INC$37,3490.33%38,836CommonSOLE
816850101SMTCSEMTECH CORP$36,7170.32%477,525CommonSOLE
70438V106PCTYPAYLOCITY HOLDING CORP$36,6910.32%339,599CommonSOLE
829073105SSDSIMPSON MANUFACTURING CO INC$36,4760.32%212,533CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR-SP ADR$36,2540.32%107,276CommonSOLE
057665200BCPCBALCHEM CORP$35,7050.31%210,673CommonSOLE
817565104SCISERVICE CORP INTERNATIONAL$35,1840.31%426,427CommonSOLE
437076102HDHOME DEPOT INC$34,8510.31%105,966CommonSOLE
292765104EPACENERPAC TOOL GROUP CORP$34,3960.30%943,136CommonSOLE
G8473T100STESTERIS PLC$34,2750.30%154,999CommonSOLE
52476L109LGNLEGENCE CORP-CL A$34,0530.30%603,133CommonSOLE
90400D108RAREULTRAGENYX PHARMACEUTICAL IN$33,8440.30%1,615,426CommonSOLE
149150104CATYCATHAY GENERAL BANCORP$33,1530.29%664,920CommonSOLE
78377T107RHPRYMAN HOSPITALITY PROPERTIES$32,6260.29%353,589CommonSOLE
23282W605CYTKCYTOKINETICS INC$32,6000.29%494,619CommonSOLE
031162100AMGNAMGEN INC$32,4890.29%92,337CommonSOLE
80689H102SNDRSCHNEIDER NATIONAL INC-CL B$32,4850.29%1,232,355CommonSOLE
72703H101PLNTPLANET FITNESS INC - CL A$32,2160.28%433,119CommonSOLE
50189K103LCIILCI INDUSTRIES$32,2070.28%261,882CommonSOLE
29670G102WTRGESSENTIAL UTILITIES INC$32,1830.28%799,191CommonSOLE
12763L105CDRECADRE HOLDINGS INC$32,1280.28%1,047,176CommonSOLE
02005N100ALLYALLY FINANCIAL INC$31,8640.28%812,227CommonSOLE
513847103MZTIMARZETTI COMPANY/THE$31,6620.28%228,883CommonSOLE
153527205CENTACENTRAL GARDEN AND PET CO-A$31,2290.28%963,263CommonSOLE
09058V103BCRXBIOCRYST PHARMACEUTICALS INC$30,8500.27%3,240,462CommonSOLE
29250N105ENBENBRIDGE INC$30,5840.27%564,903CommonSOLE
882508104TXNTEXAS INSTRUMENTS INC$30,4440.27%156,816CommonSOLE
002824100ABTABBOTT LABORATORIES$30,4380.27%296,469CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$30,0450.26%225,693CommonSOLE
53220K504LGNDLIGAND PHARMACEUTICALS$29,8480.26%149,501CommonSOLE
037833100AAPLAPPLE INC$29,7360.26%117,169CommonSOLE
144285103CRSCARPENTER TECHNOLOGY$29,7260.26%75,418CommonSOLE
674215207CHRDCHORD ENERGY CORP$29,6710.26%208,685CommonSOLE
969457100WMBWILLIAMS COS INC$29,4960.26%405,271CommonSOLE
73278L105POOLPOOL CORP$28,2790.25%139,766CommonSOLE
008073108AVAVAEROVIRONMENT INC$28,2030.25%154,069CommonSOLE
90337L108USPHU.S. PHYSICAL THERAPY INC$27,6370.24%368,678CommonSOLE
74762E102QUREQUANTA SERVICES INC$27,4920.24%50,074CommonSOLE
04963C209ATRCATRICURE INC$27,4860.24%963,415CommonSOLE
74164F103PRIMPRIMORIS SERVICES CORP$27,4670.24%192,018CommonSOLE
63633D104NHINATL HEALTH INVESTORS INC$27,0910.24%335,036CommonSOLE
228903100AORTARTIVION INC$27,0520.24%738,703CommonSOLE
G54950103LINLINDE PLC$27,0510.24%54,565CommonSOLE
464287655IWMISHARES RUSSELL 2000 ETF$26,7420.24%107,825CommonSOLE
440327104HMNHORACE MANN EDUCATORS$26,7310.24%626,312CommonSOLE
043436104ABGASBURY AUTOMOTIVE GROUP$26,6000.23%136,125CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC$26,2080.23%405,635CommonSOLE
366505105GTXGARRETT MOTION INC$25,9090.23%1,425,926CommonSOLE
077347300BELFBBEL FUSE INC-CL B$25,8200.23%130,419CommonSOLE
830940102SKWDSKYWARD SPECIALTY INSURANCE$25,7780.23%590,147CommonSOLE
402635502GPORGULFPORT ENERGY CORP$25,7500.23%121,704CommonSOLE
92846Q107COCOVITA COCO CO INC/THE$25,7360.23%537,180CommonSOLE
431636109HLMNHILLMAN SOLUTIONS CORP$25,6690.23%3,085,207CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$25,6660.23%1,562,104CommonSOLE
24703L202DELLDELL TECHNOLOGIES -C$25,1900.22%153,477CommonSOLE
M6158M104ITRNITURAN LOCATION AND CONTROL$24,9540.22%509,163CommonSOLE
04956D107ATMUATMUS FILTRATION TECHNOLOGIE$24,9330.22%439,199CommonSOLE
023135106AMZNAMAZON.COM INC$24,7060.22%118,624CommonSOLE
17275R102CSCOCISCO SYS INC$24,5860.22%316,874CommonSOLE
87265H109T86TRI POINTE HOMES INC$23,8720.21%510,856CommonSOLE
87162W100SNXTD SYNNEX CORP$23,8220.21%141,201CommonSOLE
45378A106IRTINDEPENDENCE REALTY TRUST IN$23,7030.21%1,591,880CommonSOLE
407497106HLNEHAMILTON LANE INC-CLASS A$23,6350.21%237,780CommonSOLE
45827U109INTAINTAPP INC$23,4000.21%910,867CommonSOLE
G29183103ETNEATON CORP PLC$23,3930.21%65,405CommonSOLE
03969K108ARQTARCUTIS BIOTHERAPEUTICS INC$23,2860.21%988,387CommonSOLE
603158106MTXMINERALS TECHNOLOGIES INC$22,8150.20%321,687CommonSOLE
099406100BOOTBOOT BARN HOLDINGS INC$22,7110.20%155,167CommonSOLE
460146103IPINTERNATIONAL PAPER CO$22,5990.20%633,032CommonSOLE
453836108INDBINDEPENDENT BANK CORP/MA$22,3390.20%297,015CommonSOLE
86333M108LRNSTRIDE INC$22,1070.19%250,728CommonSOLE
675234108OCFCOCEANFIRST FINANCIAL CORP$22,0950.19%1,224,795CommonSOLE
19247A100CNSCOHEN & STEERS INC$22,0900.19%353,147CommonSOLE
574795100MASIMASIMO CORP$21,8390.19%122,781CommonSOLE
781846209RUSHARUSH ENTERPRISES INC-CL A$21,2010.19%320,696CommonSOLE
420261109HWKNHAWKINS INC$21,1000.19%137,370CommonSOLE
573284106MLMMARTIN MARIETTA MATERIALS$21,0480.19%35,754CommonSOLE
88224Q107TCBITEXAS CAPITAL BANCSHARES INC$20,9670.18%220,975CommonSOLE
01749D105ALGMALLEGRO MICROSYSTEMS INC$20,7970.18%659,576CommonSOLE
114340102AZTAAZENTA INC$20,5650.18%973,256CommonSOLE
33748L101FWRGFIRST WATCH RESTAURANT GROUP$20,5320.18%1,959,171CommonSOLE
10948W103AAMIACADIAN ASSET MANAGEMENT INC$20,4610.18%375,977CommonSOLE
03783C100APPFAPPFOLIO INC - A$19,9950.18%126,691CommonSOLE
392709101GRBKGREEN BRICK PARTNERS INC$19,9120.18%308,945CommonSOLE
368736104GNRCGENERAC HOLDINGS INC$19,8590.18%101,671CommonSOLE
704326107PAYXPAYCHEX INC.$19,7060.17%213,917CommonSOLE
G0250X149AMCRAMCOR PLC$19,6030.17%493,165CommonSOLE
532457108LLYLILLY ELI & CO$19,3460.17%21,033CommonSOLE
71367G102PWPPERELLA WEINBERG PARTNERS$19,1410.17%1,054,005CommonSOLE
90278Q108UFPIUFP INDUSTRIES INC$19,0940.17%207,265CommonSOLE
607828100MODMODINE MANUFACTURING CO$18,7700.17%86,613CommonSOLE
147448104CWSTCASELLA WASTE SYSTEMS INC-A$18,4290.16%232,277CommonSOLE
57636Q104MAMASTERCARD INC - A$18,3380.16%36,701CommonSOLE
01644J108ALKTALKAMI TECHNOLOGY INC$18,2810.16%1,166,651CommonSOLE
30257X104FBKFB FINANCIAL CORP$18,2400.16%351,181CommonSOLE
76156B107RVLVREVOLVE GROUP INC$18,2060.16%805,212CommonSOLE
372460105GPCGENUINE PARTS CO$18,0050.16%170,257CommonSOLE
104674106BRCBRADY CORPORATION - CL A$17,9440.16%220,875CommonSOLE
66405S100NBNNORTHEAST BANK$17,9420.16%159,667CommonSOLE
249906108DSGXDESCARTES SYSTEMS GRP/THE$17,9300.16%250,549CommonSOLE
320866106FMBHFIRST MID BANCSHARES INC$17,8120.16%432,439CommonSOLE
29977A105EVREVERCORE INC$17,6810.16%59,232CommonSOLE
918284100VSECVSE CORP$17,5350.15%95,092CommonSOLE
G9618E107WTMWHITE MOUNTAINS INSURANCE GP$17,4130.15%7,926CommonSOLE
92047W101VVVVALVOLINE INC$17,3950.15%516,467CommonSOLE
09581B103OWLBLUE OWL CAPITAL INC$17,1530.15%1,878,781CommonSOLE
204166102CVLTCOMMVAULT SYSTEMS INC$16,8920.15%216,869CommonSOLE
966084204WSRWHITESTONE REIT$16,7270.15%1,035,745CommonSOLE
43785V102MCHBMECHANICS BANCORP-A$16,7130.15%1,133,087CommonSOLE
159864107CRLCHARLES RIVER LABORATORIES$16,4150.14%95,157CommonSOLE
922042858VWOVANGUARD FTSE EMERGING MARKE$16,3110.14%301,777CommonSOLE
64049M209NEONEOGENOMICS INC$16,2550.14%2,190,758CommonSOLE
303075105FDSFACTSET RESEARCH SYSTEMS INC$16,2400.14%74,842CommonSOLE
624758108MWAMUELLER WATER PRODUCTS INC-A$16,0450.14%583,661CommonSOLE
45168D104IDXXIDEXX LABORATORIES INC$15,9550.14%28,395CommonSOLE
893641100TDGTRANSDIGM GROUP INC$15,8140.14%13,645CommonSOLE
71722W107PHATPHATHOM PHARMACEUTICALS INC$15,7890.14%1,421,109CommonSOLE
884903808TRI4EURTHOMSON REUTERS CORP$15,7430.14%174,957CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$15,7340.14%32,010CommonSOLE
29667J101ESQESQUIRE FINANCIAL HOLDINGS I$15,6320.14%145,416CommonSOLE
00737L103CVSACOVISTA INC$15,3420.14%133,122CommonSOLE
498894104KNFKNIFE RIVER CORP$15,2510.13%186,783CommonSOLE
G8068L108SNSHARKNINJA INC$14,3320.13%135,339CommonSOLE
819047101SHAKSHAKE SHACK INC - CLASS A$13,9360.12%157,520CommonSOLE
19046P209CCBCOASTAL FINANCIAL CORP/WA$13,8490.12%181,988CommonSOLE
458665304TILEINTERFACE INC$13,6570.12%548,051CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$13,4340.12%289,640CommonSOLE
303250104FICOFAIR ISAAC CORP$13,1910.12%12,356CommonSOLE
46435G326IDEVISHARES CORE MSCI DEV MKTS$12,9120.11%154,501CommonSOLE
03990B101ARESARES MANAGEMENT CORP - A$12,8630.11%117,898CommonSOLE
124805102CBZCBIZ INC$12,8420.11%478,267CommonSOLE
464287200IVVISHARES CORE S&P 500 ETF$12,1290.11%18,568CommonSOLE
30303M102METAMETA PLATFORMS INC-CLASS A$11,9540.11%20,894CommonSOLE
442487401HOVHOVNANIAN ENTERPRISES-A$11,8840.10%107,148CommonSOLE
505336107LZBLA-Z-BOY INC$11,8540.10%368,822CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$11,8220.10%34,531CommonSOLE
681116109OLLIOLLIES BARGAIN OUTLET HOLDI$11,7880.10%128,077CommonSOLE
032095101APHAMPHENOL CORP-CL A$11,7100.10%92,682CommonSOLE
918090101UTZUTZ BRANDS INC$11,4410.10%1,444,512CommonSOLE
902673102UFPTUFP TECHNOLOGIES INC$11,0810.10%57,234CommonSOLE
691497309OXMOXFORD INDUSTRIES INC$10,5410.09%273,715CommonSOLE
955306105WSTWEST PHARMACEUTICAL SERVICES$10,2020.09%40,704CommonSOLE
75281A109RRCRANGE RESOURCES CORP$9,4820.08%209,868CommonSOLE
52472M101LEGHLEGACY HOUSING CORP$9,3930.08%459,780CommonSOLE
363576109AJGARTHUR J GALLAGHER & CO$9,3310.08%43,084CommonSOLE
92511U102VRRMVERRA MOBILITY CORP$8,8970.08%622,633CommonSOLE
69343T107PJTPJT PARTNERS INC - A$8,8820.08%63,573CommonSOLE
88160R101TSLATESLA INC$8,7920.08%23,650CommonSOLE
012348108AINALBANY INTL CORP-CL A$8,6380.08%165,454CommonSOLE
71944F106PHRPHREESIA INC$8,5970.08%1,025,902CommonSOLE
00404A109ACHCACADIA HEALTHCARE CO INC$8,3030.07%354,966CommonSOLE
50212V100LPLALPL FINANCIAL HOLDINGS INC$8,1420.07%27,064CommonSOLE
Y2573F102FLEXFLEX LTD$7,7870.07%118,956CommonSOLE
98419J206XOMAXOMA ROYALTY CORPORATION$7,2820.06%232,141CommonSOLE
499049104KNXKNIGHT-SWIFT TRANSPORTATION$7,1560.06%124,275CommonSOLE
12510Q100CCCCCC INTELLIGENT SOLUTIONS HO$6,7200.06%1,120,019CommonSOLE
16359R103CHECHEMED CORP$6,7010.06%17,739CommonSOLE
F21107101CSTMCONSTELLIUM SE$6,3320.06%257,588CommonSOLE
749607107RLIRLI CORP$6,3210.06%110,823CommonSOLE
501889208LKQLKQ CORP$6,1860.05%210,611CommonSOLE
87305R109TTMITTM TECHNOLOGIES$5,4380.05%55,819CommonSOLE
57060D108MKTXMARKETAXESS HOLDINGS INC$5,3940.05%32,697CommonSOLE
45245E109IMAXIMAX CORP$4,9920.04%131,341CommonSOLE
501147102KRYSKRYSTAL BIOTECH INC$4,9710.04%19,245CommonSOLE
89055F103BLDTOPBUILD CORP$4,4960.04%12,797CommonSOLE
10240L102BOWBOWHEAD SPECIALTY HOLDINGS I$4,4820.04%199,813CommonSOLE
911163103UNFIUNITED NATURAL FOODS INC$4,2530.04%94,377CommonSOLE
89422G107TVTXTRAVERE THERAPEUTICS INC$4,1730.04%140,458CommonSOLE
459044103IBOCINTERNATIONAL BANCSHARES CRP$3,8940.03%57,867CommonSOLE
536797103LADLITHIA MOTORS INC$3,6750.03%14,717CommonSOLE
78462F103SPYSS SPDR S&P 500 ETF TRUST-US$3,6730.03%5,648CommonSOLE
92337R101VERAVERA THERAPEUTICS INC$3,5810.03%89,018CommonSOLE
313148306AGMFEDERAL AGRIC MTG CORP-CL C$3,5220.03%23,744CommonSOLE
64119V303NTSTNETSTREIT CORP$3,4770.03%184,674CommonSOLE
039653100ACAARCOSA INC$3,4650.03%32,641CommonSOLE
177835105CHCOCITY HOLDING CO$3,0820.03%25,784CommonSOLE
04626A103ALABASTERA LABS INC$2,9950.03%27,331CommonSOLE
464287804IJRISHARES CORE S&P SMALL-CAP E$2,9580.03%23,792CommonSOLE
552690109MDUMDU RESOURCES GROUP INC$2,9320.03%141,515CommonSOLE
153527106CENTCENTRAL GARDEN & PET CO$2,8820.03%78,373CommonSOLE
91879Q109MTNVAIL RESORTS INC$2,6570.02%20,704CommonSOLE
320209109FFBCFIRST FINANCIAL BANCORP$2,6220.02%94,031CommonSOLE
922907746VTEBVANGUARD TAX-EXEMPT BOND ETF$2,6080.02%52,266CommonSOLE
410120109HWCHANCOCK WHITNEY CORP$2,5820.02%40,606CommonSOLE
20464U100COMPCOMPASS INC - CLASS A$2,5810.02%353,037CommonSOLE
253798102DGIIDIGI INTERNATIONAL INC$2,5730.02%53,380CommonSOLE
71424F105PRPERMIAN RESOURCES CORP$2,4930.02%116,915CommonSOLE
464287507IJHISHARES CORE S&P MIDCAP ETF$2,4910.02%36,887CommonSOLE
844895102SWXSOUTHWEST GAS HOLDINGS INC$2,4500.02%28,190CommonSOLE
827048109SLGNSILGAN HOLDINGS INC$2,3660.02%60,966CommonSOLE
922908637VVVANGUARD LARGE-CAP ETF$2,3510.02%7,867CommonSOLE
197236102COLBCOLUMBIA BANKING SYSTEM INC$2,3450.02%85,482CommonSOLE
300426103ECGEVERUS CONSTRUCTION GROUP$2,3320.02%19,751CommonSOLE
87157D109SYNASYNAPTICS INC$2,3300.02%33,263CommonSOLE
894164102TNLTRAVEL LEISURE CO$2,3230.02%33,572CommonSOLE
004239109AKRACADIA REALTY TRUST$2,2100.02%115,566CommonSOLE
293712105EFSCENTERPRISE FINANCIAL SERVICE$2,1650.02%40,010CommonSOLE
529043408LXPLXP INDUSTRIAL TRUST$2,1270.02%45,986CommonSOLE
13057Q305CRCCALIFORNIA RESOURCES CORP$2,0840.02%30,102CommonSOLE
720190206PDMPIEDMONT REALTY TRUST INC$1,9860.02%302,261CommonSOLE
982104101WSWORTHINGTON STEEL INC$1,8980.02%62,538CommonSOLE
921937835BNDVANGUARD TOTAL BOND MARKET$1,8320.02%24,877CommonSOLE
978097103WWWWOLVERINE WORLD WIDE INC$1,7620.02%107,987CommonSOLE
922908751VBVANGUARD SMALL-CAP ETF$1,7280.02%6,599CommonSOLE
78467Y107MDYSTATE STREET SPDR S&P MIDCAP$1,6400.01%2,659CommonSOLE
872590104TMUST-MOBILE US INC$1,6330.01%7,777CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$1,6170.01%17,515CommonSOLE
02079K107GOOGALPHABET INC-CL C$1,4620.01%5,097CommonSOLE
78409V104SPGIS&P GLOBAL INC$1,4240.01%3,348CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$1,4000.01%5,174CommonSOLE
942622200WSOWATSCO INC$1,3300.01%3,655CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$1,2890.01%13,363CommonSOLE
58933Y105MRKMERCK & CO. INC.$1,2830.01%10,667CommonSOLE
464287465EFAISHARES MSCI EAFE ETF$1,2720.01%13,098CommonSOLE
922908629VOVANGUARD MID-CAP ETF$1,2450.01%4,337CommonSOLE
595112103MUMICRON TECHNOLOGY INC$1,2170.01%3,601CommonSOLE
922908363VOOVANGUARD S&P 500 ETF$1,1770.01%1,970CommonSOLE
46432F842IEFAISHARES CORE MSCI EAFE ETF$1,1760.01%12,993CommonSOLE
478160104JNJJOHNSON & JOHNSON$1,1080.01%4,534CommonSOLE
922908769VTIVANGUARD TOTAL STOCK MKT ETF$1,0940.01%3,411CommonSOLE
630402105NSSCNAPCO SECURITY TECHNOLOGIES$1,0480.01%26,613CommonSOLE
698884103PARPAR TECHNOLOGY CORP/DEL$1,0430.01%78,218CommonSOLE
30231G102XOMEXXON MOBIL CORP$1,0300.01%6,072CommonSOLE
03027X100AMTAMERICAN TOWER CORP$1,0060.01%5,829CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC-CL B$8440.01%1,761CommonSOLE
81762P102NOWSERVICENOW INC$7850.01%7,506CommonSOLE
244199105DEDEERE & CO$7780.01%1,382CommonSOLE
46222L108IONQIONQ INC$7560.01%26,208CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$7220.01%2,039CommonSOLE
46137V357RSPINVESCO S&P 500 EQUAL WEIGHT$7200.01%3,750CommonSOLE
464287168DVYISHARES SELECT DIVIDEND ETF$6620.01%4,374CommonSOLE
78709Y105SAIASAIA INC$6240.01%1,777CommonSOLE
921943858VEAVANGUARD FTSE DEVELOPED ETF$6130.01%9,568CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORP$5760.01%578CommonSOLE
46431W507NEARISHARES SH DBA ETF USD INC$5130.00%10,101CommonSOLE
65339F101NEENEXTERA ENERGY INC$5100.00%5,489CommonSOLE
464287499IWRISHARES RUSSELL MID-CAP ETF$5090.00%5,233CommonSOLE
92826C839VVISA INC-CLASS A SHARES$5000.00%1,654CommonSOLE
921909768VXUSVANGUARD TOTAL INTL STOCK$4910.00%6,372CommonSOLE
931142103WMTWALMART INC$4760.00%3,827CommonSOLE
166764100CVXCHEVRON CORP$4720.00%2,280CommonSOLE
464287614IWFISHARES RUSSELL 1000 GROWTH$4660.00%1,093CommonSOLE
46428R107GSGISHARES S&P GSCI COMMODITY I$4520.00%14,000CommonSOLE
217204106CPRTCOPART INC$4400.00%13,259CommonSOLE
742718109PGPROCTER & GAMBLE CO/THE$4350.00%3,012CommonSOLE
78463X889SPDWSTATE STREET SPDR PORTFOLIO$4300.00%9,414CommonSOLE
464288273SCZISHARES MSCI EAFE SMALL-CAP$4240.00%5,402CommonSOLE
46434V621DGROISHARES CORE DIVIDEND GROWTH$4090.00%5,826CommonSOLE
464287234EEMISHARES MSCI EMERGING MARKET$3920.00%6,898CommonSOLE
64110L106NFLXNETFLIX INC$3880.00%4,038CommonSOLE
46435U853USHYISHARES BROAD USD HIGH YIELD$3870.00%10,512CommonSOLE
464287598IWDISHARES RUSSELL 1000 VALUE E$3850.00%1,804CommonSOLE
512807306LRCXLAM RESEARCH CORP$3620.00%1,694CommonSOLE
949746101WMT2WELLS FARGO & CO$3550.00%4,463CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC-A$3500.00%2,396CommonSOLE
713448108PEPPEPSICO INC$3490.00%2,249CommonSOLE
922908652VXFVANGUARD EXTENDED MARKET ETF$3440.00%1,670CommonSHARED
459200101IBMINTL BUSINESS MACHINES CORP$3430.00%1,415CommonSOLE
007903107AMDADVANCED MICRO DEVICES$3330.00%1,636CommonSOLE
060505104BACBANK OF AMERICA CORP$3200.00%6,567CommonSOLE
46434G103IEMGISHARES CORE MSCI EMERGING$3140.00%4,504CommonSOLE
038222105AMATAPPLIED MATERIALS INC$3110.00%910CommonSOLE
149123101CATCATERPILLAR INC$3000.00%424CommonSOLE
78467X109DIASS SPDR DOW JONES INDUS AVG$2960.00%639CommonSOLE
907818108UNPUnion Pacific Railroad$2650.00%1,093CommonSOLE
00206R102TAT&T INC$2630.00%9,075CommonSOLE
92537N108VRTVERTIV HOLDINGS CO-A$2620.00%1,044CommonSOLE
58155Q103MCKMCKESSON CORP$2600.00%301CommonSOLE
36828A101GEVGE VERNOVA INC$2540.00%291CommonSOLE
H1467J104CBCHUBB LTD$2470.00%757CommonSOLE
808513105SCHWSCHWAB (CHARLES) CORP$2440.00%2,597CommonSOLE
43300A203HLTHILTON WORLDWIDE HOLDINGS IN$2380.00%783CommonSOLE
68389X105ORCLORACLE SYS CORP$2380.00%1,621CommonSOLE
369604301GEGENERAL ELECTRIC CO$2360.00%831CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$2350.00%278CommonSOLE
580135101MCDMCDONALD'S CORP$2270.00%729CommonSOLE
651639106NEMNEWMONT CORP$2150.00%1,984CommonSOLE
438516106HONHONEYWELL INTERNATIONAL INC$2130.00%944CommonSOLE
482480100KLACKLA CORP$2050.00%139CommonSOLE
826919102SLABSILICON LABORATORIES INC$1990.00%958CommonSHARED
443201108HWMHOWMET AEROSPACE INC$1980.00%861CommonSOLE
464287721IYWISHARES USTECHNOLOGY ETF$1970.00%1,087CommonSOLE
464287481IWPISHARES RUSSELL MID-CAP GROW$1950.00%1,521CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$1920.00%1,199CommonSOLE
12572Q105CMECME GROUP INC$1890.00%641CommonSOLE
922908553VNQVANGUARD REAL ESTATE ETF$1880.00%2,125CommonSOLE
922042775VEUVANGUARD FTSE ALL-WORLD EX-U$1870.00%2,495CommonSOLE
458140100INTCINTEL CORP$1810.00%4,100CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HOLDINGS$1780.00%454CommonSOLE
172967424CCITIGROUP INC$1770.00%1,565CommonSOLE
78463X749RWOSTATE STREET SPDR DOW JONES$1740.00%3,805CommonSOLE
097023105BABOEING CO/THE$1740.00%873CommonSOLE
94106L109WMWASTE MANAGEMENT INC$1730.00%751CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORP-CL A$1630.00%780CommonSOLE
21037T109CEGCONSTELLATION ENERGY$1590.00%568CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$1590.00%3,162CommonSOLE
958102105WDCWESTERN DIGITAL CORP$1580.00%584CommonSOLE
548661107LOWLOWES COS INC$1550.00%655CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$1530.00%368CommonSOLE
14020W106CGDVCAP GROUP DIVIDEND VALUE$1490.00%3,500CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$1470.00%2,047CommonSOLE
464288414MUBISHARES NATIONAL MUNI BOND E$1470.00%1,389CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$1460.00%2,324CommonSOLE
03831W108APPAPPLOVIN CORP-CLASS A$1460.00%368CommonSOLE
872540109TJXTJX COS INC NEW$1450.00%906CommonSOLE
717081103PFEPFIZER INC$1410.00%5,025CommonSOLE
235851102DHRDANAHER CORP$1400.00%736CommonSOLE
25746U109DDOMINION ENERGY INC$1400.00%2,261CommonSOLE
629377508NRGNRG ENERGY INC$1380.00%942CommonSOLE
375558103GILDGILEAD SCIENCES INC$1340.00%964CommonSOLE
026874784AIGAMERICAN INTERNATIONAL GROUP$1340.00%1,775CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$1340.00%197CommonSOLE
254687106DISWALT DISNEY CO/THE$1330.00%1,381CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$1290.00%848CommonSOLE
79466L302CRMSALESFORCE INC$1290.00%690CommonSOLE
032654105ADIANALOG DEVICES INC$1280.00%402CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$1250.00%590CommonSOLE
30214U102EXPOEXPONENT INC$1250.00%1,918CommonSOLE
025816109AXPAMERICAN EXPRESS CO$1220.00%404CommonSOLE
33829M101FIVEFIVE BELOW$1220.00%538CommonSOLE
31428X106FDXFEDEX CORP$1200.00%337CommonSOLE
20030N101CMCSACOMCAST CORP-CLASS A$1180.00%4,107CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HOLDINGS$1170.00%1,493CommonSHARED
219350105GLWCORNING INC$1160.00%852CommonSOLE
02209S103MOALTRIA GROUP INC$1150.00%1,736CommonSOLE
20825C104COPCONOCOPHILLIPS$1140.00%861CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$1110.00%1,891CommonSOLE
03076C106AMPAMERIPRISE FINANCIAL INC$1110.00%249CommonSOLE
26441C204DUKDUKE ENERGY CORP$1110.00%851CommonSOLE
922042866VPLVANGUARD FTSE PACIFIC ETF$1090.00%1,116CommonSOLE
22788C105CRWDCROWDSTRIKE HOLDINGS INC - A$1080.00%277CommonSOLE
808524607SCHASCHWAB US SMALL-CAP ETF$1070.00%3,674CommonSOLE
56585A102MPCMARATHON PETROLEUM CORP$1070.00%438CommonSOLE
770700102HOODROBINHOOD MARKETS INC - A$1070.00%1,544CommonSOLE
461202103INTUINTUIT INC$1060.00%244CommonSOLE
88579Y101MMM3M COMPANY$1040.00%716CommonSOLE
747525103QCOMQUALCOMM INC$1030.00%798CommonSOLE
78468R796SPYXSS SPDR S&P 500 FOSS FL ETF$1030.00%1,940CommonSOLE
74340W103PLDPROLOGIS INC$1020.00%768CommonSOLE
G5960L103MDTMEDTRONIC PLC$1020.00%1,179CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$990.00%1,450CommonSOLE
37045V100GMGENERAL MOTORS CO$980.00%1,310CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$970.00%211CommonSOLE
G25508105CRHCRH PLC$970.00%919CommonSOLE
37733W204GSKGSK PLC-SPON ADR$970.00%1,760CommonSOLE
N07059210ASMLASML HOLDING NV-NY REG SHS$960.00%73CommonSOLE
05464C101AXONAXON ENTERPRISE INC$960.00%226CommonSOLE
842587107SOSOUTHERN CO/THE$950.00%984CommonSOLE
126408103CSXCSX CORP$940.00%2,301CommonSOLE
020002101ALLALLSTATE CORP$940.00%452CommonSOLE
040413205ANETARISTA NETWORKS INC$940.00%762CommonSOLE
891092108TTCTORO CO$930.00%996CommonSHARED
75886F107REGNREGENERON PHARMACEUTICALS$930.00%120CommonSOLE
219948106CPAYCORPAY INC$930.00%318CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$930.00%22CommonSOLE
89832Q109TFCTRUIST FINANCIAL CORP$920.00%2,011CommonSOLE
808524888SCHCSCHWAB INTL SMALL-CAP EQUITY$920.00%1,962CommonSOLE
55354G100MSCIMSCI INC$920.00%171CommonSOLE
16115Q308GTLSCHART INDUSTRIES INC$890.00%431CommonSHARED
66987V109NVSNOVARTIS AG-SPONSORED ADR$890.00%583CommonSOLE
91913Y100VLOVALERO ENERGY CORP$890.00%360CommonSOLE
95040Q104WELLWELLTOWER INC$880.00%445CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$880.00%1,454CommonSOLE
194162103CLCOLGATE-PALMOLIVE CO$870.00%1,019CommonSOLE
922908736VUGVANGUARD GROWTH ETF$870.00%200CommonSOLE
29444U700EQIXEQUINIX INC$860.00%88CommonSOLE
780259305SHELSHELL PLC-ADR$860.00%928CommonSOLE
464289438IWYISHARES RUSSELL TOP 200 GROW$860.00%344CommonSOLE
92939U106WECWEC ENERGY GROUP INC$850.00%732CommonSOLE
278865100ECLECOLAB INC$840.00%315CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$840.00%1,559CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$830.00%186CommonSOLE
14040H105COFCAPITAL ONE FINANCIAL CORP$820.00%450CommonSOLE
80004C200SNDKSANDISK CORP$810.00%128CommonSOLE
00724F101ADBEADOBE INC$810.00%332CommonSOLE
775711104ROLROLLINS INC$790.00%1,486CommonSOLE
808524797SCHDSCHWAB US DVD EQUITY ETF$790.00%2,576CommonSOLE
855244109SBUXSTARBUCKS CORP$780.00%873CommonSOLE
45784P101PODDINSULET CORP$780.00%370CommonSOLE
863667101SYKSTRYKER CORP$770.00%233CommonSOLE
743315103PGRPROGRESSIVE CORP$770.00%388CommonSOLE
291011104EMREMERSON ELECTRIC CO$770.00%589CommonSOLE
23804L103DDOGDATADOG INC - CLASS A$760.00%640CommonSOLE
78464A607RWRSS SPDR DOW JONES REIT ETF$760.00%750CommonSOLE
744573106PEGPUBLIC SERVICE ENTERPRISE GP$750.00%923CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORP$750.00%159CommonSOLE
90138F102TWLOTWILIO INC - A$750.00%593CommonSOLE
422806208HEI/AHEICO CORP-CLASS A$740.00%351CommonSOLE

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.