MondegarAI
D'Orazio & Associates, Inc.

Q2 2024 · 13F-HR

D'Orazio & Associates, Inc.holdings as filed

Filed 2024-08-08 · accession 0001085146-24-003567

$651.7M
Reported value
218
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$113.4M17.4%736,821CommonNONE
922908769VTIVANGUARD INDEX FDS$80.6M12.4%301,352CommonNONE
46434V456IQLTISHARES TR$37.6M5.77%963,355CommonNONE
46434V621DGROISHARES TR$35.5M5.44%615,494CommonNONE
46641Q159JPIEJ P MORGAN EXCHANGE TRADED F$31.3M4.81%689,589CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$30.8M4.72%75,643CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$27.1M4.16%548,171CommonNONE
46137V431SPGPINVESCO EXCHANGE TRADED FD T$26.8M4.11%260,856CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$26.5M4.07%52,069CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$24.8M3.80%125,643CommonNONE
46090E103QQQINVESCO QQQ TR$22.8M3.49%47,487CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$15.0M2.30%166,954CommonNONE
594918104MSFTMICROSOFT CORP$10.6M1.63%23,822CommonNONE
025072802AVDVAMERICAN CENTY ETF TR$9.4M1.45%145,206CommonNONE
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$9.1M1.39%170,986CommonNONE
037833100AAPLAPPLE INC$8.0M1.22%37,798CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$6.3M0.97%143,873CommonNONE
922908363VOOVANGUARD INDEX FDS$6.1M0.93%12,134CommonNONE
67066G104NVDANVIDIA CORPORATION$4.9M0.75%39,324CommonNONE
539830109LMTLOCKHEED MARTIN CORP$4.9M0.74%10,385CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$4.6M0.71%25,208CommonNONE
922908751VBVANGUARD INDEX FDS$4.5M0.68%20,422CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$3.8M0.58%67,094CommonNONE
023135106AMZNAMAZON COM INC$3.5M0.54%18,128CommonNONE
72201R775BONDPIMCO ETF TR$3.4M0.52%37,438CommonNONE
88162G103TTEKTETRA TECH INC NEW$3.3M0.51%16,339CommonNONE
02079K107GOOGALPHABET INC$2.4M0.37%12,977CommonNONE
02079K305GOOGLALPHABET INC$2.3M0.35%12,356CommonNONE
571903202MARMARRIOTT INTL INC NEW$2.2M0.34%9,218CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$2.2M0.34%40,053CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$1.9M0.29%27,800CommonNONE
30303M102METAMETA PLATFORMS INC$1.9M0.29%3,742CommonNONE
532457108LLYELI LILLY & CO$1.8M0.28%1,981CommonNONE
03662Q105AKXANSYS INC$1.7M0.27%5,442CommonNONE
252131107DXCMDEXCOM INC$1.7M0.27%15,322CommonNONE
025072604AVEMAMERICAN CENTY ETF TR$1.5M0.24%25,269CommonNONE
92826C839VVISA INC$1.5M0.24%5,843CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$1.5M0.22%4,808CommonNONE
78463V107GLDSPDR GOLD TR$1.5M0.22%6,779CommonNONE
11135F101AVGOBROADCOM INC$1.4M0.22%874CommonNONE
30231G102XOMEXXON MOBIL CORP$1.4M0.21%12,055CommonNONE
46429B663HDVISHARES TR$1.3M0.20%11,850CommonNONE
670100205NVONOVO-NORDISK A S$1.2M0.19%8,724CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$1.2M0.19%1,438CommonNONE
931142103WMTWALMART INC$1.2M0.19%17,860CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.1M0.18%5,646CommonNONE
848574109S9QSPIRIT AEROSYSTEMS HLDGS INC$1.1M0.17%33,354CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$1.0M0.16%16,505CommonNONE
68389X105ORCLORACLE CORP$1.0M0.16%7,196CommonNONE
437076102HDHOME DEPOT INC$1.0M0.16%2,951CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.0M0.15%6,124CommonNONE
548661107LOWLOWES COS INC$970,3160.15%4,401CommonNONE
031162100AMGNAMGEN INC$968,9880.15%3,101CommonNONE
438516106HONHONEYWELL INTL INC$963,7070.15%4,513CommonNONE
166764100CVXCHEVRON CORP NEW$874,5110.13%5,591CommonNONE
88160R101TSLATESLA INC$869,6830.13%4,395CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$866,0000.13%11,137CommonNONE
478160104JNJJOHNSON & JOHNSON$837,4260.13%5,730CommonNONE
718172109PMPHILIP MORRIS INTL INC$825,2670.13%8,144CommonNONE
759530108RELXRELX PLC$818,5910.13%17,842CommonNONE
00287Y109ABBVABBVIE INC$787,4800.12%4,591CommonNONE
04911A107AUBATLANTIC UN BANKSHARES CORP$733,5410.11%22,330CommonNONE
713448108PEPPEPSICO INC$691,4910.11%4,193CommonNONE
808524672SCHYSCHWAB STRATEGIC TR$687,5420.11%29,170CommonNONE
15101Q207CLSCELESTICA INC$665,2580.10%11,604CommonNONE
64110L106NFLXNETFLIX INC$660,0330.10%978CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$655,5090.10%1,204CommonNONE
191216100KOCOCA COLA CO$650,1790.10%10,215CommonNONE
303250104FICOFAIR ISAAC CORP$640,1240.10%430CommonNONE
00724F101ADBEADOBE INC$638,8710.10%1,150CommonNONE
78468R408SJNKSPDR SER TR$636,7110.10%25,499CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$623,0430.10%15,108CommonNONE
67066G104NVDANVIDIA CORPORATION$617,7000.09%5,000CALLNONE
580135101MCDMCDONALDS CORP$614,7010.09%2,412CommonNONE
25434V724DFUVDIMENSIONAL ETF TRUST$613,8300.09%15,631CommonNONE
97717X131IQDGWISDOMTREE TR$611,4770.09%16,486CommonNONE
92204A702VGTVANGUARD WORLD FD$609,2720.09%1,057CommonNONE
92204A504VHTVANGUARD WORLD FD$605,9480.09%2,278CommonNONE
02209S103MOALTRIA GROUP INC$605,7510.09%13,299CommonNONE
57636Q104MAMASTERCARD INCORPORATED$604,8310.09%1,371CommonNONE
58155Q103MCKMCKESSON CORP$598,6410.09%1,025CommonNONE
58933Y105MRKMERCK & CO INC$574,1850.09%4,638CommonNONE
G0450A105ACGLARCH CAP GROUP LTD$566,1340.09%5,611CommonNONE
002824100ABTABBOTT LABS$548,5560.08%5,279CommonNONE
79466L302CRMSALESFORCE INC$506,6460.08%1,971CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$499,5790.08%2,093CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$492,0320.08%2,335CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$491,5860.08%2,842CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$486,5470.07%3,528CommonNONE
97717W760DLSWISDOMTREE TR$457,1760.07%7,206CommonNONE
482480100KLACKLA CORP$451,8320.07%548CommonNONE
17275R102CSCOCISCO SYS INC$441,5240.07%9,293CommonNONE
316092808FTECFIDELITY COVINGTON TRUST$434,2700.07%2,532CommonNONE
747525103QCOMQUALCOMM INC$424,9020.07%2,133CommonNONE
46432F842IEFAISHARES TR$421,9590.06%5,809CommonNONE
92204A603VISVANGUARD WORLD FD$412,3410.06%1,753CommonNONE
G25508105CRHCRH PLC$407,5920.06%5,436CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$406,4990.06%2,506CommonNONE
66987V109NVSNOVARTIS AG$403,6970.06%3,792CommonNONE
922908736VUGVANGUARD INDEX FDS$396,6590.06%1,061CommonNONE
172908105CTASCINTAS CORP$389,3450.06%556CommonNONE
12008R107BLDRBUILDERS FIRSTSOURCE INC$375,3680.06%2,712CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$368,5270.06%93CommonNONE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTA$367,5900.06%36,649CommonNONE
745867101PHMPULTE GROUP INC$356,1740.05%3,235CommonNONE
461202103INTUINTUIT$353,6200.05%538CommonNONE
14149Y108CAHCARDINAL HEALTH INC$351,7890.05%3,578CommonNONE
G65163100JOBYJOBY AVIATION INC$349,4520.05%68,520CommonNONE
442487401HOVHOVNANIAN ENTERPRISES INC$348,8400.05%2,458CommonNONE
29084Q100EMEEMCOR GROUP INC$344,4200.05%943CommonNONE
G54950103LINLINDE PLC$344,0280.05%784CommonNONE
808524755FNDFSCHWAB STRATEGIC TR$343,9840.05%9,820CommonNONE
882508104TXNTEXAS INSTRS INC$343,6680.05%1,767CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$339,7990.05%1,955CommonNONE
172967424CCITIGROUP INC$339,5290.05%5,350CommonNONE
H42097107UBSUBS GROUP AG$332,7980.05%11,266CommonNONE
09247X101BLKCHFBLACKROCK INC$332,2150.05%422CommonNONE
20030N101CMCSACOMCAST CORP NEW$330,8550.05%8,449CommonNONE
595112103MUMICRON TECHNOLOGY INC$330,2720.05%2,511CommonNONE
416515104HIGHARTFORD FINL SVCS GROUP INC$328,9670.05%3,272CommonNONE
655844108NSCNORFOLK SOUTHN CORP$325,8250.05%1,518CommonNONE
56585A102MPCMARATHON PETE CORP$324,0610.05%1,868CommonNONE
G29183103ETNEATON CORP PLC$323,3960.05%1,031CommonNONE
94106L109WMWASTE MGMT INC DEL$322,9120.05%1,514CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$313,6500.05%297CommonNONE
704326107PAYXPAYCHEX INC$312,1690.05%2,633CommonNONE
438128308HMCHONDA MOTOR LTD$309,3430.05%9,595CommonNONE
53263P105LMBLIMBACH HLDGS INC$308,6180.05%5,421CommonNONE
278642103EBAYEBAY INC.$303,3040.05%5,646CommonNONE
78409V104SPGIS&P GLOBAL INC$300,9000.05%675CommonNONE
464287200IVVISHARES TR$299,4820.05%547CommonNONE
369604301GEGE AEROSPACE$298,5460.05%1,878CommonNONE
609207105MDLZMONDELEZ INTL INC$293,9800.05%4,492CommonNONE
001055102AFLAFLAC INC$290,4370.04%3,252CommonNONE
149123101CATCATERPILLAR INC$289,6840.04%870CommonNONE
743315103PGRPROGRESSIVE CORP$287,4680.04%1,384CommonNONE
443510607HUBBHUBBELL INC$286,9020.04%785CommonNONE
038222105AMATAPPLIED MATLS INC$285,7840.04%1,211CommonNONE
055622104BPBP PLC$285,4790.04%7,908CommonNONE
40434L105HPQHP INC$284,1920.04%8,115CommonNONE
452308109ITWILLINOIS TOOL WKS INC$281,2720.04%1,187CommonNONE
12532H104GIBCGI INC$277,5720.04%2,781CommonNONE
456788108INFYINFOSYS LTD$274,1610.04%14,724CommonNONE
02072L672SHOCEA SERIES TRUST$272,8080.04%5,400CommonNONE
97717Y477QGRWWISDOMTREE TR$271,7020.04%6,061CommonNONE
291011104EMREMERSON ELEC CO$270,2230.04%2,453CommonNONE
855244109SBUXSTARBUCKS CORP$269,3850.04%3,460CommonNONE
17133Q502CHTCHUNGHWA TELECOM CO LTD$268,4940.04%6,954CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$267,8950.04%1,378CommonNONE
194162103CLCOLGATE PALMOLIVE CO$267,2910.04%2,754CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$266,1380.04%4,248CommonNONE
803054204SAPSAP SE$264,4420.04%1,311CommonNONE
369550108GDGENERAL DYNAMICS CORP$261,4170.04%901CommonNONE
81762P102NOWSERVICENOW INC$261,1750.04%332CommonNONE
75513E101RTXRTX CORPORATION$261,1730.04%2,602CommonNONE
501044101KRKROGER CO$260,6850.04%5,221CommonNONE
125523100CITHE CIGNA GROUP$259,4980.04%785CommonNONE
209115104EDCONSOLIDATED EDISON INC$258,4590.04%2,890CommonNONE
06738E204BCSBARCLAYS PLC$257,9080.04%24,081CommonNONE
48251W104KKRKKR & CO INC$253,5240.04%2,409CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$250,5540.04%3,972CommonNONE
366651107ITGARTNER INC$244,2890.04%544CommonNONE
624756102MLIMUELLER INDS INC$244,0450.04%4,286CommonNONE
639057207NWGNATWEST GROUP PLC$243,4060.04%30,312CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$243,2330.04%2,427CommonNONE
56501R106MFCMANULIFE FINL CORP$239,2340.04%8,987CommonNONE
00206R102TAT&T INC$238,8960.04%12,501CommonNONE
060505104BACBANK AMERICA CORP$237,2350.04%5,965CommonNONE
654106103NKENIKE INC$235,3090.04%3,122CommonNONE
46641Q647JMUBJ P MORGAN EXCHANGE TRADED F$235,0890.04%4,667CommonNONE
136375102CNICANADIAN NATL RY CO$234,4890.04%1,985CommonNONE
907818108UNPUNION PAC CORP$231,9170.04%1,025CommonNONE
191241108KOFCOCA-COLA FEMSA SAB DE CV$230,0520.04%2,680CommonNONE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$228,9860.04%15,803CommonNONE
62944T105NVRNVR INC$227,6570.03%30CommonNONE
89832Q109TFCTRUIST FINL CORP$224,5530.03%5,780CommonNONE
88579Y101MMM3M CO$223,0810.03%2,183CommonNONE
776696106ROPROPER TECHNOLOGIES INC$220,6580.03%391CommonNONE
20825C104COPCONOCOPHILLIPS$220,2960.03%1,926CommonNONE
697435105PANWPALO ALTO NETWORKS INC$219,0010.03%646CommonNONE
142339100CSLCARLISLE COS INC$217,5980.03%537CommonNONE
872590104TMUST-MOBILE US INC$217,5830.03%1,235CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$217,4400.03%1,399CommonNONE
110448107BTIBRITISH AMERN TOB PLC$216,4800.03%6,999CommonNONE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$215,8710.03%10,197CommonNONE
316092600FHLCFIDELITY COVINGTON TRUST$215,4670.03%3,141CommonNONE
760759100RSGREPUBLIC SVCS INC$212,9970.03%1,096CommonNONE
053332102AZOAUTOZONE INC$212,4520.03%72CommonNONE
717081103PFEPFIZER INC$211,1550.03%7,547CommonNONE
808524730FNDESCHWAB STRATEGIC TR$211,1280.03%7,140CommonNONE
872540109TJXTJX COS INC NEW$209,5210.03%1,903CommonNONE
025816109AXPAMERICAN EXPRESS CO$209,4210.03%904CommonNONE
25434V609DFATDIMENSIONAL ETF TRUST$206,5990.03%3,983CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$206,3210.03%670CommonNONE
92763W103VIPSVIPSHOP HLDGS LTD$206,2370.03%15,840CommonNONE
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$205,2420.03%4,430CommonNONE
595112103MUMICRON TECHNOLOGY INC$197,2950.03%1,500CALLNONE
44107P104HSTHOST HOTELS & RESORTS INC$197,2130.03%10,968CommonNONE
91912E105VALEVALE S A$150,5160.02%13,475CommonNONE
86562M209SMFGSUMITOMO MITSUI FINL GROUP I$141,1410.02%10,525CommonNONE
92556V106VTRSVIATRIS INC$140,7740.02%13,243CommonNONE
345370860FFORD MTR CO DEL$127,1830.02%10,142CommonNONE
00215W100ASXASE TECHNOLOGY HLDG CO LTD$126,2710.02%11,057CommonNONE
31810T101FINVFINVOLUTION GROUP$124,7360.02%26,150CommonNONE
92857W308VODVODAFONE GROUP PLC NEW$123,0270.02%13,870CommonNONE
69036R863OSG1EUROVERSEAS SHIPHOLDING GROUP I$107,9590.02%12,731CommonNONE
900111204TKCTURKCELL ILETISIM HIZMETLERI$105,1580.02%13,873CommonNONE
747301109QUADQUAD / GRAPHICS INC$100,2640.02%18,397CommonNONE
00091E109ABSIABSCI CORPORATION$86,2400.01%28,000CommonNONE
151290889CXCEMEX SAB DE CV$85,4280.01%13,369CommonNONE
42238H108BEATHEARTBEAM INC$84,7770.01%32,987CommonNONE
05964H105SANBANCO SANTANDER S.A.$77,5210.01%16,743CommonNONE
92335C106VRAVERA BRADLEY INC$73,8310.01%11,794CommonNONE
539439109LYGLLOYDS BANKING GROUP PLC$68,5540.01%25,111CommonNONE
90400P101UGPULTRAPAR PARTICIPACOES SA$58,8300.01%15,046CommonNONE
G33856108GSMFERROGLOBE PLC$57,1970.01%10,671CommonNONE
879382208TELFYTELEFONICA S A$46,0240.01%10,932CommonNONE
72703X106PLPLANET LABS PBC$30,9940.00%16,663CommonNONE

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.