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FIDELIS CAPITAL PARTNERS, LLC

Q4 2023 · 13F-HR

FIDELIS CAPITAL PARTNERS, LLCholdings as filed

Filed 2024-01-31 · accession 0001085146-24-000578

$452.1M
Reported value
328
Positions
2023-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$33.7M7.46%175,177CommonSOLE
594918104MSFTMICROSOFT CORP$31.1M6.89%82,814CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$20.7M4.58%43,521CommonSOLE
464287200IVVISHARES TR$17.5M3.86%36,535CommonSOLE
023135106AMZNAMAZON COM INC$11.3M2.49%74,043CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$10.0M2.22%15,184CommonSOLE
67066G104NVDANVIDIA CORPORATION$9.4M2.09%19,082CommonSOLE
922908629VOVANGUARD INDEX FDS$9.4M2.07%40,230CommonSOLE
02079K107GOOGALPHABET INC$8.8M1.95%62,414CommonSOLE
02079K305GOOGLALPHABET INC$7.7M1.70%55,082CommonSOLE
464287499IWRISHARES TR$7.2M1.58%92,014CommonSOLE
464287614IWFISHARES TR$5.5M1.22%18,204CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$5.2M1.14%30,326CommonSOLE
46432F339QUALISHARES TR$5.0M1.11%34,146CommonSOLE
166764100CVXCHEVRON CORP NEW$4.8M1.06%32,011CommonSOLE
922908363VOOVANGUARD INDEX FDS$4.7M1.03%10,707CommonSOLE
30231G102XOMEXXON MOBIL CORP$4.5M0.99%44,603CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$4.2M0.93%11,732CommonSOLE
464287507IJHISHARES TR$4.0M0.88%14,356CommonSOLE
92826C839VVISA INC$3.9M0.87%15,131CommonSOLE
30303M102METAMETA PLATFORMS INC$3.9M0.87%11,119CommonSOLE
88160R101TSLATESLA INC$3.8M0.84%15,212CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$3.8M0.83%7,169CommonSOLE
58933Y105MRKMERCK & CO INC$3.6M0.81%33,387CommonSOLE
532457108LLYELI LILLY & CO$3.5M0.78%6,085CommonSOLE
11135F101AVGOBROADCOM INC$3.5M0.78%3,176CommonSOLE
437076102HDHOME DEPOT INC$3.4M0.74%9,669CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$3.3M0.72%1,426CommonSOLE
69374H857CALFPACER FDS TR$3.0M0.67%63,233CommonSOLE
78463V107GLDSPDR GOLD TR$3.0M0.66%15,699CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$2.9M0.64%9,884CommonSOLE
464287655IWMISHARES TR$2.9M0.63%14,303CommonSOLE
191216100KOCOCA COLA CO$2.9M0.63%48,515CommonSOLE
464287804IJRISHARES TR$2.7M0.60%25,188CommonSOLE
478160104JNJJOHNSON & JOHNSON$2.7M0.60%17,207CommonSOLE
00287Y109ABBVABBVIE INC$2.5M0.55%16,164CommonSOLE
46432F842IEFAISHARES TR$2.5M0.55%35,538CommonSOLE
46090E103QQQINVESCO QQQ TR$2.5M0.55%6,058CommonSOLE
464287598IWDISHARES TR$2.4M0.54%14,719CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$2.4M0.52%12,220CommonSOLE
742718109PGPROCTER AND GAMBLE CO$2.3M0.51%15,776CommonSOLE
00724F101ADBEADOBE INC$2.3M0.51%3,839CommonSOLE
464287150ITOTISHARES TR$2.3M0.50%21,417CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$2.2M0.50%13,175CommonSOLE
20825C104COPCONOCOPHILLIPS$2.2M0.49%19,006CommonSOLE
922908751VBVANGUARD INDEX FDS$2.1M0.45%9,628CommonSOLE
464287473IWSISHARES TR$2.0M0.45%17,579CommonSOLE
617446448MSMORGAN STANLEY$2.0M0.45%21,600CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$2.0M0.44%4,659CommonSOLE
002824100ABTABBOTT LABS$2.0M0.44%17,976CommonSOLE
17275R102CSCOCISCO SYS INC$2.0M0.43%38,809CommonSOLE
79466L302CRMSALESFORCE INC$1.9M0.42%7,175CommonSOLE
G29183103ETNEATON CORP PLC$1.9M0.41%7,756CommonSOLE
438516106HONHONEYWELL INTL INC$1.8M0.41%8,784CommonSOLE
580135101MCDMCDONALDS CORP$1.8M0.40%6,036CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$1.8M0.39%5,001CommonSOLE
464287481IWPISHARES TR$1.7M0.37%16,188CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.7M0.37%3,139CommonSOLE
464287465EFAISHARES TR$1.6M0.36%21,619CommonSOLE
747525103QCOMQUALCOMM INC$1.6M0.35%11,062CommonSOLE
931142103WMTWALMART INC$1.6M0.35%10,047CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$1.6M0.35%18,678CommonSOLE
69374H881COWZPACER FDS TR$1.6M0.34%29,929CommonSOLE
713448108PEPPEPSICO INC$1.5M0.34%9,123CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$1.5M0.33%32,742CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$1.4M0.32%2,831CommonSOLE
64110L106NFLXNETFLIX INC$1.4M0.31%2,906CommonSOLE
126650100CVSCVS HEALTH CORP$1.4M0.31%17,729CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$1.3M0.30%3,468CommonSOLE
872540109TJXTJX COS INC NEW$1.3M0.29%14,104CommonSOLE
149123101CATCATERPILLAR INC$1.3M0.29%4,370CommonSOLE
464287168DVYISHARES TR$1.3M0.28%10,890CommonSOLE
654106103NKENIKE INC$1.3M0.28%11,656CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$1.2M0.27%5,266CommonSOLE
723787107PXDEURPIONEER NAT RES CO$1.2M0.27%5,420CommonSOLE
235851102DHRDANAHER CORPORATION$1.2M0.27%5,259CommonSOLE
609207105MDLZMONDELEZ INTL INC$1.2M0.27%16,605CommonSOLE
22410J106CBRLCRACKER BARREL OLD CTRY STOR$1.2M0.26%15,522CommonSOLE
595112103MUMICRON TECHNOLOGY INC$1.2M0.26%13,843CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$1.2M0.26%8,624CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$1.2M0.26%20,692CommonSOLE
G54950103LINLINDE PLC$1.2M0.26%2,834CommonSOLE
949746101WMT2WELLS FARGO CO NEW$1.2M0.26%23,599CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$1.2M0.26%28,133CommonSOLE
09247X101BLKCHFBLACKROCK INC$1.1M0.25%1,408CommonSOLE
74340W103PLDPROLOGIS INC.$1.1M0.24%8,290CommonSOLE
907818108UNPUNION PAC CORP$1.1M0.24%4,497CommonSOLE
46429B697USMVISHARES TR$1.1M0.24%13,939CommonSOLE
65339F101NEENEXTERA ENERGY INC$1.1M0.24%17,526CommonSOLE
031162100AMGNAMGEN INC$1.0M0.23%3,569CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$1.0M0.23%5,416CommonSOLE
461202103INTUINTUIT$1.0M0.22%1,611CommonSOLE
98978V103ZTSZOETIS INC$978,9580.22%4,960CommonSOLE
244199105DEDEERE & CO$974,0830.22%2,436CommonSOLE
20030N101CMCSACOMCAST CORP NEW$964,2990.21%21,991CommonSOLE
68389X105ORCLORACLE CORP$961,8370.21%9,123CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$960,2780.21%1,226CommonSOLE
806857108SLBSCHLUMBERGER LTD$953,1190.21%18,315CommonSOLE
46434G103IEMGISHARES INC$945,4320.21%18,692CommonSOLE
16411R208LNGCHENIERE ENERGY INC$937,2820.21%5,490CommonSOLE
458140100INTCINTEL CORP$931,0830.21%18,529CommonSOLE
464288760ITAISHARES TR$910,2540.20%7,190CommonSOLE
N07059210ASMLASML HOLDING N V$907,5510.20%1,199CommonSOLE
855244109SBUXSTARBUCKS CORP$899,1310.20%9,365CommonSOLE
381430503GSLCGOLDMAN SACHS ETF TR$895,2290.20%9,543CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$891,3370.20%1,904CommonSOLE
893641100TDGTRANSDIGM GROUP INC$872,0030.19%862CommonSOLE
548661107LOWLOWES COS INC$871,9540.19%3,918CommonSOLE
969457100WMBWILLIAMS COS INC$868,9860.19%24,949CommonSOLE
94106L109WMWASTE MGMT INC DEL$820,1010.18%4,579CommonSOLE
097023105BABOEING CO$818,9920.18%3,142CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$811,3650.18%854CommonSOLE
91913Y100VLOVALERO ENERGY CORP$806,7560.18%6,206CommonSOLE
75513E101RTXRTX CORPORATION$804,6330.18%9,563CommonSOLE
254687106DISDISNEY WALT CO$802,3800.18%8,887CommonSOLE
464287630IWNISHARES TR$793,8920.18%5,111CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$790,8580.17%5,365CommonSOLE
929160109VMCVULCAN MATLS CO$784,3190.17%3,455CommonSOLE
482480100KLACKLA CORP$774,8790.17%1,333CommonSOLE
85207H104PHYSSPROTT PHYSICAL GOLD TR$769,1010.17%48,280CommonSOLE
009158106APDAIR PRODS & CHEMS INC$763,9000.17%2,790CommonSOLE
038222105AMATAPPLIED MATLS INC$756,7020.17%4,669CommonSOLE
81762P102NOWSERVICENOW INC$754,5220.17%1,068CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$753,6100.17%13,036CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$743,8370.16%4,085CommonSOLE
406216101HALHALLIBURTON CO$732,2730.16%20,256CommonSOLE
036752103ELVELEVANCE HEALTH INC$728,0920.16%1,544CommonSOLE
464287234EEMISHARES TR$727,8010.16%18,100CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$726,2990.16%1,785CommonSOLE
87612E106TGTTARGET CORP$724,7740.16%5,089CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$723,8220.16%1,597CommonSOLE
882508104TXNTEXAS INSTRS INC$716,2700.16%4,202CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$709,1710.16%3,285CommonSOLE
78409V104SPGIS&P GLOBAL INC$708,8030.16%1,609CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$697,5500.15%2,663CommonSOLE
G9460G101VALVALARIS LTD$697,0990.15%10,166CommonSOLE
H1467J104CBCHUBB LIMITED$695,6280.15%3,078CommonSOLE
800363103SD2SANDY SPRING BANCORP INC$692,1690.15%25,410CommonSOLE
718172109PMPHILIP MORRIS INTL INC$689,2310.15%7,326CommonSOLE
29444U700EQIXEQUINIX INC$688,6060.15%855CommonSOLE
842587107SOSOUTHERN CO$674,2750.15%9,616CommonSOLE
311900104FASTFASTENAL CO$671,7290.15%10,371CommonSOLE
291011104EMREMERSON ELEC CO$669,3390.15%6,877CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$668,7960.15%1,650CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$649,0590.14%2,383CommonSOLE
40412C101HCAHCA HEALTHCARE INC$645,8390.14%2,386CommonSOLE
060505104BACBANK AMERICA CORP$630,5110.14%18,726CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$615,3440.14%1,824CommonSOLE
217204106CPRTCOPART INC$608,6290.13%12,421CommonSOLE
58155Q103MCKMCKESSON CORP$607,8970.13%1,313CommonSOLE
743315103PGRPROGRESSIVE CORP$595,0730.13%3,736CommonSOLE
97717W851DXJWISDOMTREE TR$594,3050.13%6,755CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$591,4290.13%1,889CommonSOLE
281020107EIXEDISON INTL$589,4330.13%8,245CommonSOLE
863667101SYKSTRYKER CORPORATION$580,6510.13%1,939CommonSOLE
55354G100MSCIMSCI INC$568,4850.13%1,005CommonSOLE
717081103PFEPFIZER INC$560,8240.12%19,480CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$554,8230.12%14,717CommonSOLE
23331A109DHID R HORTON INC$553,3610.12%3,641CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$548,3510.12%4,811CommonSOLE
055622104BPBP PLC$547,2840.12%15,460CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$542,6250.12%1CommonSOLE
G0403H108AONAON PLC$542,4550.12%1,864CommonSOLE
025816109AXPAMERICAN EXPRESS CO$541,6020.12%2,891CommonSOLE
464287101OEFISHARES TR$531,2210.12%2,378CommonSOLE
384802104GWWGRAINGER W W INC$517,9330.11%625CommonSOLE
45168D104IDXXIDEXX LABS INC$509,5340.11%918CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$508,9980.11%3,287CommonSOLE
126408103CSXCSX CORP$505,6590.11%14,585CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$503,7230.11%2,131CommonSOLE
74762E102QUREQUANTA SVCS INC$501,0860.11%2,322CommonSOLE
032654105ADIANALOG DEVICES INC$498,9820.11%2,513CommonSOLE
00206R102TAT&T INC$492,2420.11%29,335CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$469,9360.10%862CommonSOLE
H84989104TEL1USDTE CONNECTIVITY LTD$467,8750.10%3,330CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$461,6130.10%8,035CommonSOLE
22160N109CSGPCOSTAR GROUP INC$460,9840.10%5,275CommonSOLE
48251W104KKRKKR & CO INC$459,5700.10%5,547CommonSOLE
444859102HUMHUMANA INC$458,7220.10%1,002CommonSOLE
040413106ANETEURARISTA NETWORKS INC$457,5990.10%1,943CommonSOLE
778296103ROSTROSS STORES INC$451,9840.10%3,266CommonSOLE
172908105CTASCINTAS CORP$450,7920.10%748CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$448,6060.10%10,538CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$443,4000.10%125CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$440,7190.10%3,921CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$440,3470.10%4,883CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$440,0020.10%3,426CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$439,2280.10%4,526CommonSOLE
56585A102MPCMARATHON PETE CORP$438,5500.10%2,956CommonSOLE
682680103OKEONEOK INC NEW$438,0030.10%6,238CommonSOLE
337738108FISVFISERV INC$437,7100.10%3,295CommonSOLE
871607107SNPSSYNOPSYS INC$430,9810.10%837CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$429,9460.10%1,800CommonSOLE
464287226AGGISHARES TR$413,7740.09%4,169CommonSOLE
172967424CCITIGROUP INC$408,7920.09%7,947CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$406,6090.09%5,910CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$402,2870.09%1,910CommonSOLE
464287309IVWISHARES TR$398,8570.09%5,311CommonSOLE
464288588MBBISHARES TR$398,7070.09%4,238CommonSOLE
053332102AZOAUTOZONE INC$395,6020.09%153CommonSOLE
780259305SHELSHELL PLC$387,0330.09%5,882CommonSOLE
125523100CITHE CIGNA GROUP$386,5920.09%1,291CommonSOLE
701094104PHPARKER-HANNIFIN CORP$383,3030.08%832CommonSOLE
001055102AFLAFLAC INC$382,3190.08%4,634CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$381,6740.08%571CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$380,9680.08%2,423CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$375,9320.08%2,704CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$375,4440.08%6,517CommonSOLE
808524607SCHASCHWAB STRATEGIC TR$371,1650.08%7,857CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$368,3250.08%13,978CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$367,1200.08%2,245CommonSOLE
872590104TMUST-MOBILE US INC$365,2340.08%2,278CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$365,2060.08%732CommonSOLE
427866108HSYHERSHEY CO$363,7460.08%1,951CommonSOLE
718546104PSXPHILLIPS 66$359,8740.08%2,703CommonSOLE
046353108AZNNASTRAZENECA PLC$359,3810.08%5,336CommonSOLE
032095101APHAMPHENOL CORP NEW$358,6540.08%3,618CommonSOLE
615369105MCOMOODYS CORP$358,5330.08%918CommonSOLE
369604301GEGENERAL ELECTRIC CO$356,1260.08%2,790CommonSOLE
12572Q105CMECME GROUP INC$352,7580.08%1,675CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$350,0370.08%6,822CommonSOLE
29273V100ETENERGY TRANSFER L P$344,2960.08%24,949CommonSOLE
216648402COOPER COS INC$343,2440.08%907CommonSOLE
571903202MARMARRIOTT INTL INC NEW$340,5330.08%1,510CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$340,1070.08%4,421CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$339,6600.08%5,531CommonSOLE
115236101BROBROWN & BROWN INC$339,3370.08%4,772CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$333,7970.07%3,530CommonSOLE
501044101KRKROGER CO$333,5990.07%7,298CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$333,5230.07%4,374CommonSOLE
464287606IJKISHARES TR$333,4380.07%4,209CommonSOLE
871829107SYYSYSCO CORP$324,3320.07%4,435CommonSOLE
052769106ADSKAUTODESK INC$321,3910.07%1,320CommonSOLE
693718108PCARPACCAR INC$320,8810.07%3,286CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$320,6800.07%1,426CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$319,7000.07%364CommonSOLE
55336V100MPLXMPLX LP$319,2490.07%8,694CommonSOLE
256677105DGDOLLAR GEN CORP NEW$319,2130.07%2,348CommonSOLE
879433829TDSTELEPHONE & DATA SYS INC$308,9970.07%16,839CommonSOLE
366651107ITGARTNER INC$308,5600.07%684CommonSOLE
92189H607OIHVANECK ETF TRUST$304,8770.07%985CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$303,9940.07%1,198CommonSOLE
02209S103MOALTRIA GROUP INC$300,2090.07%7,442CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$299,0990.07%3,343CommonSOLE
G5960L103MDTMEDTRONIC PLC$297,9670.07%3,617CommonSOLE
075887109BDXBECTON DICKINSON & CO$297,2260.07%1,219CommonSOLE
285512109EAELECTRONIC ARTS INC$297,1520.07%2,172CommonSOLE
89151E109TTENTOTALENERGIES SE$295,4610.07%4,385CommonSOLE
11271J107BNBROOKFIELD CORP$294,2390.07%7,334CommonSOLE
745867101PHMPULTE GROUP INC$294,1790.07%2,850CommonSOLE
12504L109CBRECBRE GROUP INC$293,4200.06%3,152CommonSOLE
03073E105CORCENCORA INC$290,6160.06%1,415CommonSOLE
552953101MGMMGM RESORTS INTERNATIONAL$290,1060.06%6,493CommonSOLE
922908611VBRVANGUARD INDEX FDS$289,0330.06%1,606CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$284,8820.06%7,577CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$284,3590.06%3,038CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$284,2460.06%3,566CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$281,4670.06%4,667CommonSOLE
136385101CNQCANADIAN NAT RES LTD$280,8840.06%4,287CommonSOLE
12514G108CDWCDW CORP$279,3760.06%1,229CommonSOLE
26884L109EQTEQT CORP$278,1990.06%7,196CommonSOLE
422806208HEI/AHEICO CORP NEW$275,6220.06%1,935CommonSOLE
526057104LENLENNAR CORP$274,6770.06%1,843CommonSOLE
911363109URIUNITED RENTALS INC$274,0940.06%478CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$272,0070.06%1,851CommonSOLE
670346105NUENUCOR CORP$271,4980.06%1,560CommonSOLE
25746U109DDOMINION ENERGY INC$268,5580.06%5,714CommonSOLE
231021106CMICUMMINS INC$268,0830.06%1,119CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$264,8390.06%1,098CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$264,8050.06%849CommonSOLE
278865100ECLECOLAB INC$261,4270.06%1,318CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$258,3440.06%2,031CommonSOLE
03662Q105AKXANSYS INC$257,6470.06%710CommonSOLE
98419M100XYLXYLEM INC$256,8510.06%2,246CommonSOLE
570535104MKLMARKEL GROUP INC$252,7440.06%178CommonSOLE
37954Y871URAGLOBAL X FDS$249,6250.06%9,015CommonSOLE
03076C106AMPAMERIPRISE FINL INC$249,1690.06%656CommonSOLE
422806109HEIHEICO CORP NEW$248,8080.06%1,391CommonSOLE
97717X669DGRWWISDOMTREE TR$245,9100.05%3,499CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$242,8340.05%1,852CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$241,6090.05%12,467CommonSOLE
69370C100PTCPTC INC$241,4480.05%1,380CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$239,9710.05%1,116CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$238,6390.05%1,808CommonSOLE
31428X106FDXFEDEX CORP$238,5510.05%943CommonSOLE
209115104EDCONSOLIDATED EDISON INC$236,4350.05%2,599CommonSOLE
816851109SRESEMPRA$236,2070.05%3,161CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$235,6600.05%3,173CommonSOLE
15135B101CNCCENTENE CORP DEL$234,3550.05%3,158CommonSOLE
25754A201DPZDOMINOS PIZZA INC$234,1430.05%568CommonSOLE
37940X102GPNGLOBAL PMTS INC$233,2990.05%1,837CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$232,3020.05%1,794CommonSOLE
37045V100GMGENERAL MTRS CO$230,3560.05%6,413CommonSOLE
031100100AMEAMETEK INC$227,7140.05%1,381CommonSOLE
127097103CTRACOTERRA ENERGY INC$227,4100.05%8,911CommonSOLE
464287705IJJISHARES TR$225,8000.05%1,980CommonSOLE
760759100RSGREPUBLIC SVCS INC$224,2770.05%1,360CommonSOLE
90384S303ULTAULTA BEAUTY INC$223,4370.05%456CommonSOLE
858119100STLDSTEEL DYNAMICS INC$219,6660.05%1,860CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$211,8360.05%1,366CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$210,2380.05%3,521CommonSOLE
369550108GDGENERAL DYNAMICS CORP$209,8120.05%808CommonSOLE
631103108NDAQNASDAQ INC$209,7680.05%3,608CommonSOLE
143658300CCL1EURCARNIVAL CORP$208,7060.05%11,257CommonSOLE
150870103CECELANESE CORP DEL$208,6600.05%1,343CommonSOLE
92343E102VRSNVERISIGN INC$207,6100.05%1,008CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$206,5810.05%3,375CommonSOLE
25434V831DUHPDIMENSIONAL ETF TRUST$206,4490.05%7,216CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$205,5580.05%2,600CommonSOLE
25525P107DHCDIVERSIFIED HEALTHCARE TR$205,4490.05%54,933CommonSOLE
690742101OCOWENS CORNING NEW$204,9990.05%1,383CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$204,6350.05%839CommonSOLE
375558103GILDGILEAD SCIENCES INC$204,5400.05%2,525CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$202,4040.04%1,419CommonSOLE
74255Y888PREFPRINCIPAL EXCHANGE TRADED FD$175,1000.04%10,000CommonSOLE
91823B109UWMCUWM HOLDINGS CORPORATION$132,7340.03%18,564CommonSOLE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$129,5880.03%15,051CommonSOLE
389375106GTNGRAY TELEVISION INC$100,9970.02%11,272CommonSOLE
G0250X107AMCRAMCOR PLC$100,9210.02%10,469CommonSOLE
92857W308VODVODAFONE GROUP PLC NEW$96,7380.02%11,119CommonSOLE
105368203BDNBRANDYWINE RLTY TR$85,2500.02%15,787CommonSOLE
82968B103SIRIEURSIRIUS XM HOLDINGS INC$75,3920.02%13,783CommonSOLE
H9870Y105ZFSVFZURICH INSURANCE GROUP AG CHF0.10 ISIN #CH0011075394 SEDOL #5983816$64,2450.01%123CommonSOLE
L02235106AMBPARDAGH METAL PACKAGING S A$45,7650.01%11,918CommonSOLE
550241103LUMNLUMEN TECHNOLOGIES INC$20,8230.00%11,378CommonSOLE
62856X102MYMD PHARMACEUTICALS INC$9,9830.00%38,590CommonSOLE
90138Q10823ANDME HOLDING CO$9,3760.00%10,264CommonSOLE
082490103BENSON HILL INC$3,0100.00%17,316CommonSOLE

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.