MondegarAI
Caprock Group, LLC

Q1 2024 · 13F-HR

Caprock Group, LLCholdings as filed

Filed 2024-04-29 · accession 0001085146-24-002095

$1.74B
Reported value
715
Positions
2024-03-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 715

CUSIPTickerIssuerValue% port.SharesClassVoting
922908769VTIVANGUARD INDEX FDS$206.8M11.9%795,568CommonSOLE
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594918104MSFTMICROSOFT CORP$68.0M3.90%161,605CommonSOLE
30303M102METAMETA PLATFORMS INC$66.6M3.82%137,065CommonSOLE
037833100AAPLAPPLE INC$51.4M2.95%299,940CommonSOLE
808524102SCHBSCHWAB STRATEGIC TR$47.7M2.74%781,987CommonSOLE
67066G104NVDANVIDIA CORPORATION$40.7M2.33%44,994CommonSOLE
921909768VXUSVANGUARD STAR FDS$33.7M1.93%558,831CommonSOLE
023135106AMZNAMAZON COM INC$32.6M1.87%180,916CommonSOLE
464287150ITOTISHARES TR$31.4M1.80%272,503CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$30.9M1.77%526,219CommonSOLE
464287689IWVISHARES TR$30.3M1.74%101,123CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$25.7M1.47%614,546CommonSOLE
46090E103QQQINVESCO QQQ TR$25.2M1.45%56,718CommonSOLE
02079K107GOOGALPHABET INC$22.1M1.27%145,299CommonSOLE
02079K305GOOGLALPHABET INC$18.9M1.09%125,526CommonSOLE
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83085C107SKYHSKY HARBOUR GROUP CORPORATIO$14.3M0.82%1,116,098CommonSOLE
922908629VOVANGUARD INDEX FDS$11.9M0.68%47,576CommonSOLE
92826C839VVISA INC$11.8M0.67%42,111CommonSOLE
464287465EFAISHARES TR$11.1M0.64%138,910CommonSOLE
437076102HDHOME DEPOT INC$10.9M0.63%28,533CommonSOLE
74762E102QUREQUANTA SVCS INC$10.1M0.58%38,795CommonSOLE
921932505VOOGVANGUARD ADMIRAL FDS INC$9.6M0.55%31,437CommonSOLE
369604301GEGENERAL ELECTRIC CO$9.5M0.54%54,038CommonSOLE
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57636Q104MAMASTERCARD INCORPORATED$9.0M0.52%18,715CommonSOLE
11135F101AVGOBROADCOM INC$9.0M0.52%6,792CommonSOLE
922908751VBVANGUARD INDEX FDS$8.6M0.49%37,634CommonSOLE
532457108LLYELI LILLY & CO$8.4M0.48%10,740CommonSOLE
464287622IWBISHARES TR$8.3M0.47%28,707CommonSOLE
464287200IVVISHARES TR$8.1M0.46%15,349CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$7.6M0.44%37,930CommonSOLE
81730H109SSENTINELONE INC$7.4M0.43%318,414CommonSOLE
478160104JNJJOHNSON & JOHNSON$7.4M0.42%46,495CommonSOLE
64110L106NFLXNETFLIX INC$7.3M0.42%12,007CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$7.3M0.42%29,146CommonSOLE
68389X105ORCLORACLE CORP$7.2M0.41%56,954CommonSOLE
46432F339QUALISHARES TR$7.0M0.40%42,801CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$7.0M0.40%14,158CommonSOLE
58933Y105MRKMERCK & CO INC$6.8M0.39%51,043CommonSOLE
922908736VUGVANGUARD INDEX FDS$6.7M0.38%19,456CommonSOLE
742718109PGPROCTER AND GAMBLE CO$6.5M0.37%39,753CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$6.0M0.34%49,365CommonSOLE
00724F101ADBEADOBE INC$5.8M0.33%11,510CommonSOLE
30231G102XOMEXXON MOBIL CORP$5.6M0.32%48,512CommonSOLE
79466L302CRMSALESFORCE INC$5.6M0.32%18,680CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$5.5M0.31%748,081CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$5.2M0.30%7,157CommonSOLE
17275R102CSCOCISCO SYS INC$5.2M0.30%103,849CommonSOLE
88160R101TSLATESLA INC$5.1M0.29%29,186CommonSOLE
254687106DISDISNEY WALT CO$5.1M0.29%41,484CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$5.0M0.29%36,684CommonSOLE
922908744VTVVANGUARD INDEX FDS$5.0M0.29%30,726CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$4.5M0.26%193,914CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$4.4M0.25%7CommonSOLE
747525103QCOMQUALCOMM INC$4.3M0.25%25,477CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$4.2M0.24%12,165CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$4.1M0.23%6,976CommonSOLE
713448108PEPPEPSICO INC$4.0M0.23%22,920CommonSOLE
00287Y109ABBVABBVIE INC$4.0M0.23%22,068CommonSOLE
872590104TMUST-MOBILE US INC$3.8M0.22%23,312CommonSOLE
20030N101CMCSACOMCAST CORP NEW$3.8M0.22%87,423CommonSOLE
G5960L103MDTMEDTRONIC PLC$3.8M0.22%42,993CommonSOLE
670100205NVONOVO-NORDISK A S$3.6M0.21%28,215CommonSOLE
166764100CVXCHEVRON CORP NEW$3.6M0.21%22,728CommonSOLE
931142103WMTWALMART INC$3.6M0.20%59,032CommonSOLE
060505104BACBANK AMERICA CORP$3.5M0.20%93,556CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$3.5M0.20%19,558CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$3.5M0.20%48,107CommonSOLE
002824100ABTABBOTT LABS$3.5M0.20%30,377CommonSOLE
92204A702VGTVANGUARD WORLD FD$3.4M0.19%6,415CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$3.3M0.19%13,323CommonSOLE
45782C813PJULINNOVATOR ETFS TRUST$3.3M0.19%87,754CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$3.3M0.19%19,675CommonSOLE
921932703VOOVVANGUARD ADMIRAL FDS INC$3.3M0.19%18,422CommonSOLE
464287614IWFISHARES TR$3.2M0.18%9,540CommonSOLE
922908637VVVANGUARD INDEX FDS$3.2M0.18%13,309CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$3.2M0.18%17,458CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$3.1M0.18%7,415CommonSOLE
461202103INTUINTUIT$3.1M0.18%4,715CommonSOLE
025816109AXPAMERICAN EXPRESS CO$3.1M0.17%13,404CommonSOLE
882508104TXNTEXAS INSTRS INC$3.0M0.17%17,044CommonSOLE
N07059210ASMLASML HOLDING N V$3.0M0.17%3,050CommonSOLE
78409V104SPGIS&P GLOBAL INC$3.0M0.17%6,955CommonSOLE
038222105AMATAPPLIED MATLS INC$2.8M0.16%13,677CommonSOLE
74933W635TMFGRBB FD INC$2.8M0.16%91,222CommonSOLE
717081103PFEPFIZER INC$2.7M0.16%98,541CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$2.7M0.16%14,182CommonSOLE
464287598IWDISHARES TR$2.6M0.15%14,662CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$2.6M0.15%23,757CommonSOLE
31428X106FDXFEDEX CORP$2.6M0.15%8,983CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$2.6M0.15%10,237CommonSOLE
406216101HALHALLIBURTON CO$2.6M0.15%65,791CommonSOLE
031162100AMGNAMGEN INC$2.6M0.15%9,088CommonSOLE
149123101CATCATERPILLAR INC$2.6M0.15%7,051CommonSOLE
92647N824CDCVICTORY PORTFOLIOS II$2.6M0.15%42,840CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$2.5M0.14%688CommonSOLE
125523100CITHE CIGNA GROUP$2.5M0.14%6,859CommonSOLE
922908538VOTVANGUARD INDEX FDS$2.4M0.14%10,261CommonSOLE
893641100TDGTRANSDIGM GROUP INC$2.4M0.14%1,947CommonSOLE
244199105DEDEERE & CO$2.4M0.14%5,793CommonSOLE
126650100CVSCVS HEALTH CORP$2.4M0.14%29,771CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$2.3M0.13%30,244CommonSOLE
949746101WMT2WELLS FARGO CO NEW$2.3M0.13%40,094CommonSOLE
98980F104GTMZOOMINFO TECHNOLOGIES INC$2.3M0.13%142,707CommonSOLE
718172109PMPHILIP MORRIS INTL INC$2.3M0.13%24,466CommonSOLE
032654105ADIANALOG DEVICES INC$2.2M0.13%11,313CommonSOLE
90384S303ULTAULTA BEAUTY INC$2.2M0.13%4,256CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$2.2M0.13%52,775CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$2.2M0.13%30,331CommonSOLE
G29183103ETNEATON CORP PLC$2.2M0.13%6,992CommonSOLE
036752103ELVELEVANCE HEALTH INC$2.2M0.13%4,210CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$2.2M0.12%5,455CommonSOLE
595112103MUMICRON TECHNOLOGY INC$2.2M0.12%18,405CommonSOLE
97717X263DDWMWISDOMTREE TR$2.2M0.12%63,417CommonSOLE
235851102DHRDANAHER CORPORATION$2.1M0.12%8,564CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$2.1M0.12%3,822CommonSOLE
904767704UNILEVER PLC$2.1M0.12%42,356CommonSOLE
81762P102NOWSERVICENOW INC$2.1M0.12%2,769CommonSOLE
337738108FISVFISERV INC$2.1M0.12%13,160CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$2.1M0.12%53,205CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$2.1M0.12%11,214CommonSOLE
46434G822EWJISHARES INC$2.1M0.12%28,798CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$2.0M0.12%7,192CommonSOLE
375558103GILDGILEAD SCIENCES INC$2.0M0.12%27,891CommonSOLE
464287671IUSGISHARES TR$2.0M0.12%17,355CommonSOLE
855244109SBUXSTARBUCKS CORP$2.0M0.12%22,187CommonSOLE
00206R102TAT&T INC$2.0M0.12%114,950CommonSOLE
233912104DJCODAILY JOURNAL CORP$2.0M0.12%5,585CommonSOLE
458140100INTCINTEL CORP$2.0M0.12%45,551CommonSOLE
40434L105HPQHP INC$2.0M0.11%65,751CommonSOLE
464287655IWMISHARES TR$2.0M0.11%9,511CommonSOLE
580135101MCDMCDONALDS CORP$2.0M0.11%6,982CommonSOLE
816851109SRESEMPRA$2.0M0.11%26,956CommonSOLE
217204106CPRTCOPART INC$1.9M0.11%33,560CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$1.9M0.11%21,348CommonSOLE
609207105MDLZMONDELEZ INTL INC$1.9M0.11%27,548CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$1.9M0.11%31,203CommonSOLE
654106103NKENIKE INC$1.9M0.11%20,298CommonSOLE
863667101SYKSTRYKER CORPORATION$1.9M0.11%5,296CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$1.9M0.11%12,767CommonSOLE
020002101ALLALLSTATE CORP$1.9M0.11%10,795CommonSOLE
803054204SAPSAP SE$1.9M0.11%9,495CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$1.8M0.10%12,262CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$1.8M0.10%26,478CommonSOLE
617446448MSMORGAN STANLEY$1.8M0.10%19,167CommonSOLE
37637K108GTLBGITLAB INC$1.8M0.10%30,686CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$1.8M0.10%1,833CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$1.8M0.10%4,405CommonSOLE
500754106KHCKRAFT HEINZ CO$1.8M0.10%47,070CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$1.7M0.10%13,471CommonSOLE
693718108PCARPACCAR INC$1.7M0.10%13,661CommonSOLE
233051200DBEFDBX ETF TR$1.7M0.10%41,348CommonSOLE
369550108GDGENERAL DYNAMICS CORP$1.7M0.10%5,989CommonSOLE
548661107LOWLOWES COS INC$1.7M0.10%6,636CommonSOLE
872540109TJXTJX COS INC NEW$1.7M0.10%16,599CommonSOLE
66987V109NVSNOVARTIS AG$1.7M0.10%16,736CommonSOLE
25434V831DUHPDIMENSIONAL ETF TRUST$1.7M0.10%53,230CommonSOLE
907818108UNPUNION PAC CORP$1.7M0.10%6,792CommonSOLE
09247X101BLKCHFBLACKROCK INC$1.6M0.09%1,975CommonSOLE
253868103DLRDIGITAL RLTY TR INC$1.6M0.09%11,383CommonSOLE
98978V103ZTSZOETIS INC$1.6M0.09%9,657CommonSOLE
291011104EMREMERSON ELEC CO$1.6M0.09%14,359CommonSOLE
87612E106TGTTARGET CORP$1.6M0.09%9,150CommonSOLE
438516106HONHONEYWELL INTL INC$1.6M0.09%7,893CommonSOLE
29444U700EQIXEQUINIX INC$1.6M0.09%1,949CommonSOLE
743315103PGRPROGRESSIVE CORP$1.6M0.09%7,758CommonSOLE
075887109BDXBECTON DICKINSON & CO$1.6M0.09%6,385CommonSOLE
040413106ANETEURARISTA NETWORKS INC$1.6M0.09%5,400CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$1.6M0.09%17,371CommonSOLE
055622104BPBP PLC$1.6M0.09%41,327CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.6M0.09%28,698CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$1.5M0.09%26,358CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$1.5M0.09%26,442CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$1.5M0.09%9,397CommonSOLE
835699307SONYSONY GROUP CORP$1.5M0.09%17,690CommonSOLE
45104G104IBNICICI BANK LIMITED$1.5M0.09%57,337CommonSOLE
74340W103PLDPROLOGIS INC.$1.5M0.08%11,303CommonSOLE
842587107SOSOUTHERN CO$1.5M0.08%20,358CommonSOLE
H1467J104CBCHUBB LIMITED$1.5M0.08%5,602CommonSOLE
172967424CCITIGROUP INC$1.5M0.08%23,016CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$1.4M0.08%5,346CommonSOLE
59156R108METMETLIFE INC$1.4M0.08%19,276CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$1.4M0.08%7,175CommonSOLE
40412C101HCAHCA HEALTHCARE INC$1.4M0.08%4,261CommonSOLE
172908105CTASCINTAS CORP$1.4M0.08%2,068CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$1.4M0.08%21,149CommonSOLE
46429B697USMVISHARES TR$1.4M0.08%16,723CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$1.4M0.08%6,064CommonSOLE
097023105BABOEING CO$1.4M0.08%7,128CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$1.4M0.08%6,958CommonSOLE
921910725VSGXVANGUARD WORLD FD$1.4M0.08%23,636CommonSOLE
806857108SLBSCHLUMBERGER LTD$1.4M0.08%24,630CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$1.4M0.08%20,627CommonSOLE
540424108LLOEWS CORP$1.4M0.08%17,279CommonSOLE
278865100ECLECOLAB INC$1.3M0.08%5,715CommonSOLE
191216100KOCOCA COLA CO$1.3M0.08%21,319CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$1.3M0.07%8,623CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$1.3M0.07%21,953CommonSOLE
615111101ONTMONTROSE ENVIRONMENTAL GROUP$1.3M0.07%32,219CommonSOLE
03073E105CORCENCORA INC$1.3M0.07%5,177CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$1.2M0.07%2,223CommonSOLE
89832Q109TFCTRUIST FINL CORP$1.2M0.07%31,883CommonSOLE
615369105MCOMOODYS CORP$1.2M0.07%3,148CommonSOLE
464288828IHFISHARES TR$1.2M0.07%22,300CommonSOLE
464287507IJHISHARES TR$1.2M0.07%20,012CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$1.2M0.07%2,885CommonSOLE
G54950103LINLINDE PLC$1.2M0.07%2,596CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$1.2M0.07%3,454CommonSOLE
902973304USBUS BANCORP DEL$1.2M0.07%26,343CommonSOLE
571903202MARMARRIOTT INTL INC NEW$1.2M0.07%4,701CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$1.2M0.07%1,930CommonSOLE
032095101APHAMPHENOL CORP NEW$1.2M0.07%10,244CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$1.2M0.07%13,591CommonSOLE
88579Y101MMM3M CO$1.2M0.07%10,986CommonSOLE
45168D104IDXXIDEXX LABS INC$1.2M0.07%2,136CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$1.1M0.07%3,686CommonSOLE
009158106APDAIR PRODS & CHEMS INC$1.1M0.07%4,696CommonSOLE
00123Q104AGNCAGNC INVT CORP$1.1M0.07%114,289CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$1.1M0.07%5,505CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$1.1M0.06%8,527CommonSOLE
65339F101NEENEXTERA ENERGY INC$1.1M0.06%17,228CommonSOLE
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001055102AFLAFLAC INC$1.1M0.06%12,779CommonSOLE
30040W108ESEVERSOURCE ENERGY$1.1M0.06%18,119CommonSOLE
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22822V101CCICROWN CASTLE INC$1.1M0.06%10,154CommonSOLE
12572Q105CMECME GROUP INC$1.1M0.06%4,981CommonSOLE
20825C104COPCONOCOPHILLIPS$1.1M0.06%8,334CommonSOLE
456837103INGING GROEP N.V.$1.1M0.06%63,940CommonSOLE
482480100KLACKLA CORP$1.1M0.06%1,507CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$1.1M0.06%362CommonSOLE
892331307TMTOYOTA MOTOR CORP$1.0M0.06%4,153CommonSOLE
22052L104CTVACORTEVA INC$1.0M0.06%17,892CommonSOLE
28414H103ELANELANCO ANIMAL HEALTH INC$1.0M0.06%62,936CommonSOLE
03076C106AMPAMERIPRISE FINL INC$1.0M0.06%2,311CommonSOLE
718546104PSXPHILLIPS 66$1.0M0.06%6,203CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$1.0M0.06%15,519CommonSOLE
02209S103MOALTRIA GROUP INC$1.0M0.06%22,607CommonSOLE
009066101ABNBAIRBNB INC$1.0M0.06%6,064CommonSOLE
25243Q205DEODIAGEO PLC$998,1760.06%6,645CommonSOLE
46138J775POWAINVESCO EXCH TRD SLF IDX FD$997,6700.06%12,708CommonSOLE
384802104GWWGRAINGER W W INC$987,0990.06%970CommonSOLE
78464A763SDYSPDR SER TR$984,1690.06%7,499CommonSOLE
464288760ITAISHARES TR$980,6360.06%7,433CommonSOLE
30161N101EXCEXELON CORP$978,1580.06%26,035CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$971,4000.06%3,664CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$965,6170.06%3,012CommonSOLE
88146M101TRNOTERRENO RLTY CORP$959,6110.06%14,355CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$955,2800.05%3,650CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$953,6840.05%10,101CommonSOLE
370334104GISGENERAL MLS INC$937,3800.05%13,396CommonSOLE
49177J102KVUEKENVUE INC$931,1280.05%43,389CommonSOLE
87612G101TRGPTARGA RES CORP$923,8060.05%8,249CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$912,7910.05%11,677CommonSOLE
23331A109DHID R HORTON INC$912,5310.05%5,545CommonSOLE
670346105NUENUCOR CORP$904,6550.05%4,558CommonSOLE
46432F842IEFAISHARES TR$903,1090.05%12,168CommonSOLE
82509L107SHOPSHOPIFY INC$897,5640.05%11,631CommonSOLE
34959E109FTNTFORTINET INC$893,4950.05%13,080CommonSOLE
37045V100GMGENERAL MTRS CO$893,1400.05%19,694CommonSOLE
701094104PHPARKER-HANNIFIN CORP$884,8670.05%1,592CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$884,7230.05%17,112CommonSOLE
46429B598INDAISHARES TR$882,8600.05%17,113CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$882,3870.05%8,459CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$869,3580.05%5,974CommonSOLE
G0403H108AONAON PLC$867,9330.05%2,600CommonSOLE
252131107DXCMDEXCOM INC$863,4080.05%6,225CommonSOLE
073685109BECNUSDBEACON ROOFING SUPPLY INC$860,3220.05%8,777CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$858,2720.05%6,245CommonSOLE
871829107SYYSYSCO CORP$857,5540.05%10,563CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$857,0110.05%3,153CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$855,5480.05%2,936CommonSOLE
052769106ADSKAUTODESK INC$851,8340.05%3,271CommonSOLE
49714P108KNSLKINSALE CAP GROUP INC$850,9770.05%1,621CommonSOLE
03524A108BUDANHEUSER BUSCH INBEV SA/NV$845,8980.05%13,917CommonSOLE
126408103CSXCSX CORP$841,2880.05%22,694CommonSOLE
09073M104TECHBIO-TECHNE CORP$839,2600.05%11,923CommonSOLE
55261F104MTBM & T BK CORP$835,3170.05%5,713CommonSOLE
464287804IJRISHARES TR$835,0890.05%7,556CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$833,6030.05%2,341CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$832,5540.05%865CommonSOLE
301505707ROBOEXCHANGE TRADED CONCEPTS TRU$830,2840.05%14,159CommonSOLE
H84989104TEL1USDTE CONNECTIVITY LTD$822,7970.05%5,665CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$819,4370.05%1,794CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$818,5550.05%9,090CommonSOLE
615394202MOG/AMOOG INC$810,9470.05%5,079CommonSOLE
896239100TRMBTRIMBLE INC$809,9060.05%12,584CommonSOLE
12504L109CBRECBRE GROUP INC$807,3840.05%8,303CommonSOLE
723787107PXDEURPIONEER NAT RES CO$804,5630.05%3,065CommonSOLE
46137V647PSIINVESCO EXCHANGE TRADED FD T$793,8570.05%14,068CommonSOLE
46434V449IMTMISHARES TR$792,7990.05%20,209CommonSOLE
404280406HSBCHSBC HLDGS PLC$789,1380.05%19,289CommonSOLE
40415F101HDBHDFC BANK LTD$787,1060.05%14,063CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$786,4070.05%5,091CommonSOLE
219350105GLWCORNING INC$785,4380.05%23,830CommonSOLE
124805102CBZCBIZ INC$770,0850.04%9,810CommonSOLE
780259305SHELSHELL PLC$764,9420.04%11,410CommonSOLE
088606108BHPBHP GROUP LTD$762,0820.04%13,209CommonSOLE
12468P104AIC3 AI INC$758,8530.04%28,033CommonSOLE
75960P104RELYREMITLY GLOBAL INC$758,0680.04%36,551CommonSOLE
88339J105TTDTHE TRADE DESK INC$755,4840.04%8,642CommonSOLE
336433107FSLRFIRST SOLAR INC$753,5230.04%4,464CommonSOLE
29250N105ENBENBRIDGE INC$747,9850.04%20,674CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$747,5000.04%2,572CommonSOLE
929740108WABWABTEC$746,3280.04%5,123CommonSOLE
25434V708DFACDIMENSIONAL ETF TRUST$743,0610.04%23,257CommonSOLE
29084Q100EMEEMCOR GROUP INC$740,3690.04%2,114CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$739,4980.04%1,544CommonSOLE
682680103OKEONEOK INC NEW$733,3150.04%9,147CommonSOLE
58155Q103MCKMCKESSON CORP$726,3820.04%1,351CommonSOLE
438128308HMCHONDA MOTOR LTD$724,3750.04%19,456CommonSOLE
25434V609DFATDIMENSIONAL ETF TRUST$710,8010.04%13,059CommonSOLE
464287499IWRISHARES TR$710,4390.04%8,448CommonSOLE
046353108AZNNASTRAZENECA PLC$708,0330.04%10,450CommonSOLE
00215W100ASXASE TECHNOLOGY HLDG CO LTD$707,4260.04%64,370CommonSOLE
443201108HWMHOWMET AEROSPACE INC$702,4080.04%10,264CommonSOLE
09260D107BXBLACKSTONE INC$698,7570.04%5,319CommonSOLE
311900104FASTFASTENAL CO$696,8760.04%9,033CommonSOLE
501044101KRKROGER CO$690,2520.04%12,082CommonSOLE
381430529GBILGOLDMAN SACHS ETF TR$689,7850.04%6,837CommonSOLE
45687V106IRINGERSOLL RAND INC$689,5350.04%7,262CommonSOLE
50540R409LSILABORATORY CORP AMER HLDGS$688,4100.04%3,151CommonSOLE
32055Y201FIBKFIRST INTST BANCSYSTEM INC$687,0990.04%25,251CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$685,4970.04%9,241CommonSOLE
303250104FICOFAIR ISAAC CORP$683,5370.04%547CommonSOLE
89151E109TTENTOTALENERGIES SE$683,4170.04%9,815CommonSOLE
922908595VBKVANGUARD INDEX FDS$682,1860.04%2,616CommonSOLE
98419M100XYLXYLEM INC$681,8700.04%5,276CommonSOLE
94106L109WMWASTE MGMT INC DEL$681,7930.04%3,198CommonSOLE
92556H2060VVBPARAMOUNT GLOBAL$681,2360.04%57,635CommonSOLE
693506107PPGPPG INDS INC$677,0910.04%4,672CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$676,2340.04%14,381CommonSOLE
946760105CLMBCLIMB GLOBAL SOLUTIONS INC$672,4390.04%9,487CommonSOLE
458334109IPARINTER PARFUMS INC$669,8180.04%4,767CommonSOLE
88031M109TSTENARIS S A$669,1220.04%17,039CommonSOLE
464287515IGVISHARES TR$666,8110.04%7,820CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$666,3170.04%8,726CommonSOLE
744320102PRUPRUDENTIAL FINL INC$662,6970.04%5,644CommonSOLE
871607107SNPSSYNOPSYS INC$656,1830.04%1,148CommonSOLE
526057104LENLENNAR CORP$655,9940.04%3,814CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$654,0840.04%8,531CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$652,8480.04%19,488CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$649,8390.04%3,515CommonSOLE
911363109URIUNITED RENTALS INC$642,5730.04%891CommonSOLE
05968L102CIBEURBANCOLOMBIA S A$641,1240.04%18,252CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$634,5180.04%6,640CommonSOLE
09062X103BIIBBIOGEN INC$633,0900.04%2,936CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$622,5630.04%2,641CommonSOLE
25434V724DFUVDIMENSIONAL ETF TRUST$612,1910.04%14,968CommonSOLE
G25508105CRHCRH PLC$610,1200.03%7,045CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$601,4340.03%7,834CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$600,3020.03%1,998CommonSOLE
451107106IDAIDACORP INC$595,1800.03%6,407CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$591,0700.03%11,779CommonSOLE
46434G772EWTISHARES INC$590,4880.03%12,130CommonSOLE
74758T303QLYSQUALYS INC$583,3780.03%3,496CommonSOLE
294429105EFXEQUIFAX INC$582,5830.03%2,177CommonSOLE
922908652VXFVANGUARD INDEX FDS$579,9680.03%3,309CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$578,9970.03%3,699CommonSOLE
681919106OMCOMNICOM GROUP INC$574,3810.03%5,894CommonSOLE
86562M209SMFGSUMITOMO MITSUI FINL GROUP I$572,4620.03%48,637CommonSOLE
97651M109WITWIPRO LTD$570,0610.03%99,141CommonSOLE
34959J108FTVFORTIVE CORP$569,7790.03%6,623CommonSOLE
518439104ELLAUDER ESTEE COS INC$568,8300.03%3,690CommonSOLE
441593100HLIHOULIHAN LOKEY INC$567,9290.03%4,430CommonSOLE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$567,0580.03%10,056CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$566,6340.03%8,414CommonSOLE
33734H106FVDFIRST TR VALUE LINE DIVID IN$563,2640.03%13,338CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$558,3980.03%30,447CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$557,3260.03%6,311CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$556,7070.03%18,026CommonSOLE
910873405UMCUNITED MICROELECTRONICS CORP$553,6960.03%68,442CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$551,2450.03%9,299CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$549,7400.03%2,209CommonSOLE
031100100AMEAMETEK INC$548,1090.03%2,996CommonSOLE
902494103TSNTYSON FOODS INC$547,4220.03%9,321CommonSOLE
704326107PAYXPAYCHEX INC$546,9030.03%4,453CommonSOLE
55354G100MSCIMSCI INC$545,8780.03%974CommonSOLE
46266C105IQVIQVIA HLDGS INC$545,7370.03%2,158CommonSOLE
25434V765DIHPDIMENSIONAL ETF TRUST$544,5380.03%20,213CommonSOLE
42809H107HESHESS CORP$544,4240.03%3,566CommonSOLE
92686J106VKTXVIKING THERAPEUTICS INC$542,0200.03%6,610CommonSOLE
61945C103MOSMOSAIC CO NEW$534,1250.03%16,454CommonSOLE
197236102COLBCOLUMBIA BKG SYS INC$533,7380.03%27,583CommonSOLE
456788108INFYINFOSYS LTD$531,3200.03%29,633CommonSOLE
344419106FMXFOMENTO ECONOMICO MEXICANO S$531,2260.03%4,077CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$530,6120.03%2,888CommonSOLE
86800U104SMCIUSDSUPER MICRO COMPUTER INC$530,2660.03%525CommonSOLE
205887102CAGCONAGRA BRANDS INC$530,2600.03%17,890CommonSOLE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$528,4920.03%51,661CommonSOLE
460690100IPGINTERPUBLIC GROUP COS INC$524,8130.03%16,083CommonSOLE
98138H101WDAYWORKDAY INC$522,0440.03%1,914CommonSOLE
37733W204GSKGSK PLC$521,7600.03%12,057CommonSOLE
981064108WFWOORI FINL GROUP INC$521,7390.03%15,414CommonSOLE
759530108RELXRELX PLC$520,7790.03%12,030CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$519,1680.03%3,106CommonSOLE
579780206MKCMCCORMICK & CO INC$518,6980.03%6,753CommonSOLE
92204A405VFHVANGUARD WORLD FD$516,5580.03%5,045CommonSOLE
745867101PHMPULTE GROUP INC$513,0240.03%4,246CommonSOLE
464286806EWGISHARES INC$511,8100.03%16,120CommonSOLE
345370860FFORD MTR CO DEL$509,4770.03%38,364CommonSOLE
30034W106EVRGEVERGY INC$509,3520.03%9,542CommonSOLE
48241A105KBKB FINL GROUP INC$508,3300.03%9,551CommonSOLE
778296103ROSTROSS STORES INC$507,1590.03%3,455CommonSOLE
05964H105SANBANCO SANTANDER S.A.$506,4910.03%104,647CommonSOLE
69374H881COWZPACER FDS TR$504,6850.03%8,685CommonSOLE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTA$498,8190.03%42,130CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$497,8360.03%441CommonSOLE
231021106CMICUMMINS INC$495,1830.03%1,680CommonSOLE
95040Q104WELLWELLTOWER INC$492,9890.03%5,276CommonSOLE
56585A102MPCMARATHON PETE CORP$491,8360.03%2,440CommonSOLE
372460105GPCGENUINE PARTS CO$487,1350.03%3,124CommonSOLE
72346Q104PINNACLE FINL PARTNERS INC$486,1960.03%5,661CommonSOLE
12514G108CDWCDW CORP$485,1860.03%1,896CommonSOLE
45765U103NSITINSIGHT ENTERPRISES INC$484,9490.03%2,614CommonSOLE
824596100SHGSHINHAN FINANCIAL GROUP CO L$484,4300.03%13,499CommonSOLE
281020107EIXEDISON INTL$482,3380.03%6,746CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$482,2960.03%3,248CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$481,0690.03%3,638CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$480,9180.03%7,151CommonSOLE
464287556IBBISHARES TR$480,6770.03%3,502CommonSOLE
46435G334EWUISHARES TR$477,0930.03%13,946CommonSOLE
452327109ILMNILLUMINA INC$473,7540.03%3,450CommonSOLE
366651107ITGARTNER INC$472,3800.03%991CommonSOLE
37954Y673PAVEGLOBAL X FDS$469,4400.03%11,792CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$466,9750.03%4,415CommonSOLE
444859102HUMHUMANA INC$466,9120.03%1,343CommonSOLE
29362U104ENTGENTEGRIS INC$466,7330.03%3,321CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$465,6560.03%2,183CommonSOLE
17133Q502CHTCHUNGHWA TELECOM CO LTD$465,0610.03%11,882CommonSOLE
832696405SJMSMUCKER J M CO$464,2090.03%3,688CommonSOLE
278642103EBAYEBAY INC.$464,0060.03%8,791CommonSOLE
808524508SCHMSCHWAB STRATEGIC TR$462,5940.03%5,680CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$462,2350.03%6,306CommonSOLE
00404A109ACHCACADIA HEALTHCARE COMPANY IN$458,4460.03%5,787CommonSOLE
929160109VMCVULCAN MATLS CO$458,3260.03%1,679CommonSOLE
15135B101CNCCENTENE CORP DEL$457,4600.03%5,829CommonSOLE
539439109LYGLLOYDS BANKING GROUP PLC$455,1800.03%175,745CommonSOLE
636274409NGGNATIONAL GRID PLC$454,3450.03%6,660CommonSOLE
025072323AVSCAMERICAN CENTY ETF TR$452,8090.03%8,648CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$450,1390.03%4,348CommonSOLE
260557103DOWDOW INC$447,9160.03%7,732CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$446,4680.03%5,172CommonSOLE
69121K104OBDCBLUE OWL CAPITAL CORPORATION$443,4420.03%28,162CommonSOLE
749607107RLIRLI CORP$443,0040.03%2,983CommonSOLE
95082P105WCCWESCO INTL INC$439,3330.03%2,565CommonSOLE
515098101LSTRLANDSTAR SYS INC$437,6910.03%2,270CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$437,5860.03%24,492CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$437,3950.03%2,797CommonSOLE
29364G103ETRENTERGY CORP NEW$435,5720.02%4,121CommonSOLE
302491303FMCFMC CORP$432,5980.02%6,729CommonSOLE
969457100WMBWILLIAMS COS INC$430,7890.02%11,054CommonSOLE
74460D109PSAPUBLIC STORAGE$430,7390.02%1,485CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$423,6750.02%3,485CommonSOLE
808524607SCHASCHWAB STRATEGIC TR$423,5410.02%8,601CommonSOLE
78464A870XBISPDR SER TR$422,4410.02%4,451CommonSOLE
26875P101EOGEOG RES INC$421,1850.02%3,294CommonSOLE
686688102ORAORMAT TECHNOLOGIES INC$419,9090.02%6,344CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$418,1940.02%4,324CommonSOLE
550021109LULULULULEMON ATHLETICA INC$418,0240.02%1,070CommonSOLE
816300107SIGISELECTIVE INS GROUP INC$416,5910.02%3,815CommonSOLE
756109104OREALTY INCOME CORP$414,9700.02%7,633CommonSOLE
464287523SOXXISHARES TR$414,7890.02%1,836CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$410,3510.02%1,037CommonSOLE
464287168DVYISHARES TR$409,5740.02%3,325CommonSOLE
46435G425ESGUISHARES TR$409,1430.02%3,559CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$407,1310.02%28,864CommonSOLE
025072604AVEMAMERICAN CENTY ETF TR$407,0530.02%7,023CommonSOLE
69331C108PCGPG&E CORP$406,7610.02%24,255CommonSOLE
74275K108PCORPROCORE TECHNOLOGIES INC$404,8520.02%4,927CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$403,2650.02%3,534CommonSOLE
874060205TAKTAKEDA PHARMACEUTICAL CO LTD$403,0950.02%29,020CommonSOLE
647551100NMFCNEW MTN FIN CORP$402,0950.02%31,736CommonSOLE
464286509EWCISHARES INC$401,3280.02%10,484CommonSOLE
833445109SNOWSNOWFLAKE INC$401,2530.02%2,483CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$400,7180.02%301CommonSOLE
H11356104BGBUNGE GLOBAL SA$400,5460.02%3,907CommonSOLE
169905106CHHCHOICE HOTELS INTL INC$393,4890.02%3,114CommonSOLE
827048109SLGNSILGAN HLDGS INC$387,8930.02%7,987CommonSOLE
285512109EAELECTRONIC ARTS INC$385,5850.02%2,906CommonSOLE
049560105ATOATMOS ENERGY CORP$385,4950.02%3,243CommonSOLE
858119100STLDSTEEL DYNAMICS INC$383,9200.02%2,582CommonSOLE
256677105DGDOLLAR GEN CORP NEW$381,2870.02%2,443CommonSOLE
861012102STMSTMICROELECTRONICS N V$379,7080.02%8,781CommonSOLE
405552100HLNHALEON PLC$375,6790.02%43,828CommonSOLE
150870103CECELANESE CORP DEL$374,5040.02%2,179CommonSOLE
78454L100SMSM ENERGY CO$370,3360.02%7,429CommonSOLE
690742101OCOWENS CORNING NEW$369,9530.02%2,210CommonSOLE
829073105SSDSIMPSON MFG INC$368,2190.02%1,794CommonSOLE
09739D100BCCBOISE CASCADE CO DEL$365,0210.02%2,380CommonSOLE
G6095L109APTIV PLC$364,9570.02%4,582CommonSOLE
316773100FITBFIFTH THIRD BANCORP$364,8840.02%9,714CommonSOLE
04316A108APAMARTISAN PARTNERS ASSET MGMT$364,2630.02%7,958CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$364,1810.02%5,138CommonSOLE
46429B671MCHIISHARES TR$363,6880.02%9,154CommonSOLE

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.