MondegarAI
FIDELIS CAPITAL PARTNERS, LLC

Q2 2024 · 13F-HR

FIDELIS CAPITAL PARTNERS, LLCholdings as filed

Filed 2024-08-13 · accession 0001085146-24-003819

$702.2M
Reported value
378
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$43.2M6.15%205,828CommonSOLE
594918104MSFTMICROSOFT CORP$41.0M5.84%102,991CommonSOLE
464287200IVVISHARES TR$31.6M4.51%60,689CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$27.1M3.87%52,343CommonSOLE
67066G104NVDANVIDIA CORPORATION$24.9M3.54%251,349CommonSOLE
023135106AMZNAMAZON COM INC$18.1M2.57%110,913CommonSOLE
464287614IWFISHARES TR$17.4M2.48%52,307CommonSOLE
922908363VOOVANGUARD INDEX FDS$14.4M2.04%30,110CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$14.2M2.02%17,482CommonSOLE
922908629VOVANGUARD INDEX FDS$13.2M1.88%55,263CommonSOLE
02079K305GOOGLALPHABET INC$12.9M1.84%81,116CommonSOLE
02079K107GOOGALPHABET INC$11.6M1.65%71,879CommonSOLE
85207H104PHYSSPROTT PHYSICAL GOLD TR$10.2M1.46%550,280CommonSOLE
85207K107PSLVSPROTT PHYSICAL SILVER TR$9.9M1.41%1,083,300CommonSOLE
464287499IWRISHARES TR$9.9M1.41%123,204CommonSOLE
30303M102METAMETA PLATFORMS INC$9.6M1.37%19,727CommonSOLE
30231G102XOMEXXON MOBIL CORP$8.7M1.24%75,547CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$8.2M1.17%41,108CommonSOLE
78463V107GLDSPDR GOLD TR$8.2M1.16%37,006CommonNONE
464287598IWDISHARES TR$8.1M1.15%46,366CommonSOLE
464287655IWMISHARES TR$7.4M1.05%36,577CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$7.3M1.04%17,128CommonSOLE
46432F339QUALISHARES TR$6.6M0.93%40,215CommonSOLE
92826C839VVISA INC$6.3M0.90%24,667CommonSOLE
532457108LLYELI LILLY & CO$6.0M0.86%7,792CommonSOLE
11135F101AVGOBROADCOM INC$6.0M0.85%43,838CommonSOLE
464287507IJHISHARES TR$4.8M0.68%82,730CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$4.6M0.66%8,155CommonSOLE
166764100CVXCHEVRON CORP NEW$4.6M0.66%32,385CommonSOLE
58933Y105MRKMERCK & CO INC$4.6M0.66%40,976CommonSOLE
464287804IJRISHARES TR$4.3M0.61%39,984CommonSOLE
00287Y109ABBVABBVIE INC$4.3M0.61%22,967CommonSOLE
69374H881COWZPACER FDS TR$4.3M0.61%79,767CommonSOLE
478160104JNJJOHNSON & JOHNSON$4.2M0.60%26,605CommonSOLE
46432F842IEFAISHARES TR$4.1M0.58%57,768CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$4.0M0.57%74,937CommonSOLE
69374H857CALFPACER FDS TR$3.9M0.56%90,148CommonSOLE
742718109PGPROCTER AND GAMBLE CO$3.8M0.54%22,378CommonSOLE
46429B697USMVISHARES TR$3.8M0.53%43,895CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$3.7M0.53%12,253CommonSOLE
437076102HDHOME DEPOT INC$3.5M0.50%10,246CommonSOLE
20825C104COPCONOCOPHILLIPS$3.3M0.47%30,969CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$3.1M0.45%24,300CommonSOLE
747525103QCOMQUALCOMM INC$3.0M0.42%19,005CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$2.9M0.41%5,286CommonSOLE
88160R101TSLATESLA INC$2.7M0.39%14,150CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$2.7M0.39%13,730CommonSOLE
149123101CATCATERPILLAR INC$2.7M0.38%8,228CommonSOLE
17275R102CSCOCISCO SYS INC$2.7M0.38%59,289CommonSOLE
922908751VBVANGUARD INDEX FDS$2.5M0.36%11,611CommonSOLE
617446448MSMORGAN STANLEY$2.5M0.35%27,019CommonSOLE
00724F101ADBEADOBE INC$2.5M0.35%4,785CommonSOLE
464287465EFAISHARES TR$2.4M0.35%32,067CommonSOLE
64110L106NFLXNETFLIX INC$2.4M0.34%3,962CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$2.4M0.34%5,180CommonSOLE
191216100KOCOCA COLA CO$2.4M0.34%35,146CommonSOLE
46090E103QQQINVESCO QQQ TR$2.4M0.34%5,508CommonSOLE
872540109TJXTJX COS INC NEW$2.3M0.33%21,240CommonSOLE
79466L302CRMSALESFORCE INC$2.3M0.33%9,543CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$2.2M0.32%4,994CommonSOLE
464287473IWSISHARES TR$2.2M0.32%18,469CommonSOLE
G29183103ETNEATON CORP PLC$2.2M0.31%7,838CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$2.1M0.30%4,449CommonSOLE
464287150ITOTISHARES TR$2.1M0.30%18,423CommonSOLE
907818108UNPUNION PAC CORP$2.1M0.30%8,754CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$2.1M0.29%11,274CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$1.9M0.28%7,510CommonSOLE
464285204IAUISHARES GOLD TR$1.9M0.27%42,772CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$1.9M0.27%5,947CommonSOLE
09247X101BLKCHFBLACKROCK INC$1.9M0.27%2,248CommonSOLE
438516106HONHONEYWELL INTL INC$1.9M0.27%9,460CommonSOLE
036752103ELVELEVANCE HEALTH INC$1.9M0.26%3,552CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.8M0.26%3,146CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$1.8M0.26%21,042CommonSOLE
580135101MCDMCDONALDS CORP$1.8M0.26%6,821CommonSOLE
002824100ABTABBOTT LABS$1.8M0.26%16,383CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$1.8M0.26%2,406CommonSOLE
931142103WMTWALMART INC$1.8M0.25%26,615CommonSOLE
713448108PEPPEPSICO INC$1.8M0.25%10,230CommonSOLE
91913Y100VLOVALERO ENERGY CORP$1.7M0.24%11,139CommonSOLE
464287481IWPISHARES TR$1.6M0.23%15,746CommonSOLE
464287457SHYISHARES TR$1.6M0.23%19,437CommonSOLE
235851102DHRDANAHER CORPORATION$1.6M0.23%6,052CommonSOLE
N07059210ASMLASML HOLDING N V$1.6M0.23%1,896CommonSOLE
464287168DVYISHARES TR$1.6M0.22%12,638CommonSOLE
26875P101EOGEOG RES INC$1.6M0.22%12,675CommonSOLE
68389X105ORCLORACLE CORP$1.5M0.22%12,162CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$1.5M0.21%6,852CommonSOLE
482480100KLACKLA CORP$1.5M0.21%2,096CommonSOLE
031162100AMGNAMGEN INC$1.4M0.19%4,359CommonSOLE
001055102AFLAFLAC INC$1.3M0.19%13,488CommonSOLE
75513E101RTXRTX CORPORATION$1.3M0.19%11,634CommonSOLE
G54950103LINLINDE PLC$1.3M0.19%2,976CommonSOLE
65339F101NEENEXTERA ENERGY INC$1.3M0.18%16,746CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$1.3M0.18%12,639CommonSOLE
046353108AZNNASTRAZENECA PLC$1.3M0.18%16,013CommonSOLE
501044101KRKROGER CO$1.3M0.18%23,928CommonSOLE
172967424CCITIGROUP INC$1.3M0.18%22,780CommonSOLE
060505104BACBANK AMERICA CORP$1.3M0.18%34,151CommonSOLE
949746101WMT2WELLS FARGO CO NEW$1.3M0.18%24,174CommonSOLE
311900104FASTFASTENAL CO$1.2M0.18%19,162CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$1.2M0.18%1,471CommonSOLE
595112103MUMICRON TECHNOLOGY INC$1.2M0.18%14,196CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$1.2M0.17%2,328CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$1.2M0.17%29,857CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$1.2M0.17%6,139CommonSOLE
78409V104SPGIS&P GLOBAL INC$1.2M0.17%2,464CommonSOLE
055622104BPBP PLC$1.2M0.17%35,605CommonSOLE
780259305SHELSHELL PLC$1.2M0.17%16,627CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$1.2M0.17%7,763CommonSOLE
670100205NVONOVO-NORDISK A S$1.2M0.17%9,813CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$1.1M0.16%23,704CommonSOLE
969457100WMBWILLIAMS COS INC$1.1M0.16%26,237CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$1.1M0.16%26,382CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$1.1M0.16%15,108CommonSOLE
94106L109WMWASTE MGMT INC DEL$1.1M0.16%5,357CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$1.1M0.16%2,438CommonSOLE
20030N101CMCSACOMCAST CORP NEW$1.1M0.16%28,426CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$1.1M0.16%4,368CommonSOLE
126408103CSXCSX CORP$1.1M0.15%32,139CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$1.1M0.15%5,641CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$1.1M0.15%962CommonSOLE
548661107LOWLOWES COS INC$1.1M0.15%4,606CommonSOLE
929160109VMCVULCAN MATLS CO$1.1M0.15%4,419CommonSOLE
172908105CTASCINTAS CORP$1.1M0.15%1,440CommonSOLE
74340W103PLDPROLOGIS INC.$1.1M0.15%8,853CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$1.1M0.15%36,776CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$1.1M0.15%8,549CommonSOLE
58155Q103MCKMCKESSON CORP$1.1M0.15%1,707CommonSOLE
893641100TDGTRANSDIGM GROUP INC$1.0M0.15%872CommonSOLE
718172109PMPHILIP MORRIS INTL INC$1.0M0.15%9,055CommonSOLE
126650100CVSCVS HEALTH CORP$1.0M0.15%18,467CommonSOLE
281020107EIXEDISON INTL$1.0M0.15%12,758CommonSOLE
H1467J104CBCHUBB LIMITED$1.0M0.15%3,911CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$1.0M0.15%6,993CommonSOLE
46434G103IEMGISHARES INC$1.0M0.14%19,623CommonSOLE
571903202MARMARRIOTT INTL INC NEW$1.0M0.14%4,661CommonSOLE
464288760ITAISHARES TR$981,5070.14%7,190CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$968,7550.14%4,760CommonSOLE
97717Y527USFRWISDOMTREE TR$958,5350.14%19,045CommonSOLE
038222105AMATAPPLIED MATLS INC$954,6050.14%5,348CommonSOLE
743315103PGRPROGRESSIVE CORP$931,0900.13%4,313CommonSOLE
81762P102NOWSERVICENOW INC$927,6550.13%1,195CommonSOLE
369604301GEGE AEROSPACE$908,1360.13%5,601CommonSOLE
842587107SOSOUTHERN CO$900,2220.13%10,313CommonSOLE
29444U700EQIXEQUINIX INC$890,3110.13%1,141CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$889,9520.13%2,201CommonSOLE
464288588MBBISHARES TR$887,3750.13%9,413CommonSOLE
025816109AXPAMERICAN EXPRESS CO$884,7700.13%3,867CommonSOLE
16411R208LNGCHENIERE ENERGY INC$875,2410.12%4,926CommonSOLE
98978V103ZTSZOETIS INC$868,7890.12%4,702CommonSOLE
461202103INTUINTUIT$833,7280.12%1,368CommonSOLE
609207105MDLZMONDELEZ INTL INC$816,1710.12%11,757CommonSOLE
209115104EDCONSOLIDATED EDISON INC$792,5200.11%7,832CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$790,6690.11%3,499CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$787,0280.11%1,607CommonSOLE
040413106ANETEURARISTA NETWORKS INC$779,3020.11%2,456CommonSOLE
244199105DEDEERE & CO$773,5420.11%2,236CommonSOLE
02209S103MOALTRIA GROUP INC$771,6630.11%15,424CommonSOLE
40412C101HCAHCA HEALTHCARE INC$764,4260.11%2,170CommonSOLE
882508104TXNTEXAS INSTRS INC$758,1840.11%4,119CommonSOLE
381430503GSLCGOLDMAN SACHS ETF TR$750,6460.11%7,360CommonSOLE
217204106CPRTCOPART INC$744,8350.11%15,142CommonSOLE
23331A109DHID R HORTON INC$738,5300.11%4,370CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$732,6080.10%3,093CommonSOLE
464287234EEMISHARES TR$731,0880.10%17,875CommonSOLE
291011104EMREMERSON ELEC CO$727,8360.10%7,312CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$717,0250.10%4,300CommonSOLE
717081103PFEPFIZER INC$708,7830.10%24,568CommonSOLE
032654105ADIANALOG DEVICES INC$708,4100.10%3,519CommonSOLE
800363103SD2SANDY SPRING BANCORP INC$698,4460.10%25,242CommonNONE
464287630IWNISHARES TR$681,4090.10%4,405CommonSOLE
46137V597PRFZINVESCO EXCHANGE TRADED FD T$680,7130.10%17,975CommonSOLE
863667101SYKSTRYKER CORPORATION$675,9540.10%2,115CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$675,5420.10%5,562CommonSOLE
464287556IBBISHARES TR$669,3920.10%4,844CommonSOLE
97717W851DXJWISDOMTREE TR$665,7450.09%6,977CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$661,7320.09%3,426CommonSOLE
464287309IVWISHARES TR$659,5250.09%7,771CommonSOLE
G0403H108AONAON PLC$655,2600.09%2,010CommonSOLE
87612E106TGTTARGET CORP$651,8670.09%4,884CommonSOLE
00206R102TAT&T INC$646,3190.09%33,575CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$641,0000.09%1CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$636,9260.09%3,410CommonSOLE
G9460G101VALVALARIS LTD$636,6090.09%10,132CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$627,2640.09%15,097CommonSOLE
48251W104KKRKKR & CO INC$620,6050.09%5,705CommonNONE
254687106DISDISNEY WALT CO$620,1770.09%7,215CommonSOLE
55354G100MSCIMSCI INC$618,7800.09%1,180CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$607,6620.09%13,068CommonSOLE
125523100CITHE CIGNA GROUP$601,1010.09%1,827CommonSOLE
855244109SBUXSTARBUCKS CORP$597,6520.09%7,938CommonSOLE
H84989104TEL1USDTE CONNECTIVITY LTD$594,9960.08%4,191CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$577,0020.08%5,083CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$570,2050.08%534CommonSOLE
009158106APDAIR PRODS & CHEMS INC$569,0290.08%2,051CommonSOLE
654106103NKENIKE INC$566,7680.08%7,805CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$563,5900.08%1,047CommonSOLE
872590104TMUST-MOBILE US INC$562,2410.08%2,950CommonSOLE
594972408MSTRMICROSTRATEGY INC$561,0830.08%450CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$560,2210.08%7,755CommonSOLE
25434V831DUHPDIMENSIONAL ETF TRUST$557,5420.08%18,102CommonSOLE
337738108FISVFISERV INC$548,0200.08%3,508CommonSOLE
384802104GWWGRAINGER W W INC$544,0810.08%572CommonSOLE
115236101BROBROWN & BROWN INC$540,5790.08%5,472CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$532,9960.08%2,221CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$521,6040.07%8,265CommonSOLE
56585A102MPCMARATHON PETE CORP$520,7510.07%3,075CommonSOLE
745867101PHMPULTE GROUP INC$508,7150.07%4,240CommonSOLE
806857108SLBSCHLUMBERGER LTD$497,9530.07%11,618CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$495,6710.07%962CommonSOLE
25746U109DDOMINION ENERGY INC$495,0390.07%8,986CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$492,7690.07%5,078CommonSOLE
053332102AZOAUTOZONE INC$490,4100.07%159CommonSOLE
29273V100ETENERGY TRANSFER L P$486,5470.07%31,149CommonSOLE
464287101OEFISHARES TR$485,9600.07%1,954CommonNONE
778296103ROSTROSS STORES INC$476,8820.07%3,498CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$469,2000.07%6,000CommonSOLE
701094104PHPARKER-HANNIFIN CORP$464,3250.07%906CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$463,1170.07%140CommonSOLE
871607107SNPSSYNOPSYS INC$462,5320.07%944CommonSOLE
615369105MCOMOODYS CORP$460,9730.07%1,022CommonSOLE
303250104FICOFAIR ISAAC CORP$460,5420.07%276CommonSOLE
150870103CECELANESE CORP DEL$457,1460.07%3,656CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$452,6960.06%3,422CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$452,5040.06%11,450CommonSOLE
22160N109CSGPCOSTAR GROUP INC$446,4500.06%6,038CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$443,5830.06%1,575CommonSOLE
032095101APHAMPHENOL CORP NEW$439,5530.06%7,321CommonSOLE
718546104PSXPHILLIPS 66$432,9780.06%3,258CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$430,2920.06%1,653CommonSOLE
37954Y871URAGLOBAL X FDS$426,1150.06%17,579CommonNONE
526057104LENLENNAR CORP$418,8760.06%2,512CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$418,5010.06%1,845CommonSOLE
12504L109CBRECBRE GROUP INC$415,9240.06%3,912CommonSOLE
45168D104IDXXIDEXX LABS INC$414,7580.06%888CommonSOLE
422806208HEI/AHEICO CORP NEW$413,3430.06%2,315CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$405,9360.06%5,638CommonSOLE
911363109URIUNITED RENTALS INC$404,2310.06%611CommonSOLE
052769106ADSKAUTODESK INC$397,4160.06%1,709CommonSOLE
92857W308VODVODAFONE GROUP PLC NEW$396,1630.06%43,108CommonSOLE
693718108PCARPACCAR INC$396,0680.06%4,322CommonSOLE
29084Q100EMEEMCOR GROUP INC$394,8440.06%1,135CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$394,6610.06%6,343CommonSOLE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$392,1460.06%4,620CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$382,3980.05%2,592CommonSOLE
37045V100GMGENERAL MTRS CO$381,6130.05%9,388CommonSOLE
74762E102QUREQUANTA SVCS INC$372,9990.05%1,501CommonSOLE
464287648IWOISHARES TR$362,8060.05%1,415CommonNONE
55336V100MPLXMPLX LP$360,1110.05%8,694CommonSOLE
464288885EFGISHARES TR$359,6670.05%3,687CommonSOLE
464287606IJKISHARES TR$357,9750.05%4,209CommonSOLE
858119100STLDSTEEL DYNAMICS INC$354,5010.05%2,976CommonSOLE
11271J107BNBROOKFIELD CORP$354,2220.05%8,255CommonNONE
370334104GISGENERAL MLS INC$353,8200.05%5,139CommonSOLE
98850P109YUMCYUM CHINA HLDGS INC$351,7720.05%10,389CommonSOLE
136385101CNQCANADIAN NAT RES LTD$344,4520.05%10,276CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$343,9300.05%3,553CommonSOLE
922908611VBRVANGUARD INDEX FDS$343,3500.05%1,875CommonSOLE
205887102CAGCONAGRA BRANDS INC$340,7730.05%11,443CommonSOLE
231021106CMICUMMINS INC$340,4600.05%1,166CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$340,2210.05%5,571CommonSOLE
78468R408SJNKSPDR SER TR$339,2140.05%13,574CommonSOLE
444859102HUMHUMANA INC$338,9940.05%981CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$337,8000.05%2,209CommonSOLE
879433829TDSTELEPHONE & DATA SYS INC$337,7040.05%16,546CommonSOLE
366651107ITGARTNER INC$336,4270.05%720CommonSOLE
03073E105CORCENCORA INC$336,0930.05%1,394CommonSOLE
922908538VOTVANGUARD INDEX FDS$335,1310.05%1,530CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$332,7070.05%3,598CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$331,8290.05%5,063CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$326,6720.05%1,186CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$319,8480.05%2,063CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$317,5700.05%3,126CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$317,0100.05%980CommonSOLE
422806109HEIHEICO CORP NEW$315,7850.04%1,391CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$315,5910.04%929CommonSOLE
097023105BABOEING CO$312,9130.04%1,917CommonSOLE
406216101HALHALLIBURTON CO$312,7800.04%10,175CommonSOLE
375558103GILDGILEAD SCIENCES INC$312,7190.04%4,226CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$311,4560.04%6,164CommonSOLE
25754A201DPZDOMINOS PIZZA INC$310,8430.04%727CommonSOLE
464288323NYFISHARES TR$309,7340.04%5,755CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$309,4980.04%4,008CommonSOLE
631103108NDAQNASDAQ INC$308,0820.04%4,612CommonSOLE
278865100ECLECOLAB INC$304,9510.04%1,317CommonSOLE
369550108GDGENERAL DYNAMICS CORP$304,4000.04%1,060CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$302,8830.04%3,362CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$301,9220.04%4,812CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$298,8130.04%1,186CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$296,5300.04%1,239CommonSOLE
760759100RSGREPUBLIC SVCS INC$295,2850.04%1,465CommonSOLE
09260D107BXBLACKSTONE INC$294,9880.04%2,312CommonSOLE
92189H607OIHVANECK ETF TRUST$287,9250.04%985CommonNONE
285512109EAELECTRONIC ARTS INC$287,6650.04%1,992CommonSOLE
570535104MKLMARKEL GROUP INC$286,9540.04%192CommonNONE
902252105TYLTYLER TECHNOLOGIES INC$281,3980.04%495CommonNONE
922908744VTVVANGUARD INDEX FDS$280,3030.04%1,748CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$279,6070.04%13,646CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$274,3870.04%2,225CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$273,5680.04%6,337CommonSOLE
670346105NUENUCOR CORP$269,0370.04%1,853CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$266,8340.04%2,282CommonSOLE
03076C106AMPAMERIPRISE FINL INC$266,2710.04%678CommonSOLE
98419M100XYLXYLEM INC$265,9630.04%2,097CommonSOLE
97717X669DGRWWISDOMTREE TR$265,5040.04%3,499CommonSOLE
458140100INTCINTEL CORP$263,5220.04%13,877CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$259,2850.04%836CommonSOLE
031100100AMEAMETEK INC$255,4760.04%1,629CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$255,0250.04%6,643CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$254,8600.04%133CommonSOLE
682680103OKEONEOK INC NEW$253,4990.04%3,052CommonSOLE
26884L109EQTEQT CORP$252,1860.04%8,345CommonSOLE
92343E102VRSNVERISIGN INC$247,4110.04%1,412CommonSOLE
216648501COOCOOPER COS INC$247,0340.04%2,691CommonSOLE
73278L105POOLPOOL CORP$245,8790.04%704CommonSOLE
89151E109TTENTOTALENERGIES SE$242,5500.03%3,665CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$242,2000.03%1,808CommonSOLE
690742101OCOWENS CORNING NEW$241,5030.03%1,568CommonSOLE
69370C100PTCPTC INC$241,3930.03%1,444CommonSOLE
922908736VUGVANGUARD INDEX FDS$241,2370.03%705CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$238,8430.03%1,111CommonSOLE
11275Q1071939900DBROOKFIELD INFRASTRUCTURE CO$238,8050.03%6,566CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$238,6210.03%1,328CommonSOLE
86800U104SMCIUSDSUPER MICRO COMPUTER INC$236,0030.03%479CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$234,8340.03%5,301CommonSOLE
464287705IJJISHARES TR$233,5080.03%2,053CommonSOLE
03662Q105AKXANSYS INC$230,9720.03%773CommonSOLE
084423102WRBBERKLEY W R CORP$229,9100.03%4,107CommonSOLE
761152107RMDRESMED INC$229,2920.03%1,087CommonSOLE
59156R108METMETLIFE INC$227,7710.03%3,314CommonSOLE
075887109BDXBECTON DICKINSON & CO$226,5720.03%974CommonSOLE
69374H105PTLCPACER FDS TR$226,4780.03%4,775CommonSOLE
78464A763SDYSPDR SER TR$225,3570.03%1,708CommonSOLE
256677105DGDOLLAR GEN CORP NEW$223,2540.03%1,884CommonSOLE
46284V101IRMIRON MTN INC DEL$223,1540.03%2,114CommonSOLE
G8473T100STESTERIS PLC$221,8540.03%950CommonNONE
302941109FCNFTI CONSULTING INC$220,7410.03%1,029CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$220,4300.03%8,375CommonSOLE
704326107PAYXPAYCHEX INC$217,3600.03%1,764CommonSOLE
988498101YUMYUM BRANDS INC$216,6350.03%1,588CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$215,3500.03%3,838CommonSOLE
526107107LIILENNOX INTL INC$214,5840.03%395CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$213,8780.03%2,764CommonSOLE
36828A101GEVGE VERNOVA INC$213,2340.03%1,284CommonSOLE
12514G108CDWCDW CORP$212,7520.03%1,018CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$211,8030.03%1,473CommonSOLE
15135B101CNCCENTENE CORP DEL$211,8000.03%2,832CommonSOLE
127097103CTRACOTERRA ENERGY INC$210,6590.03%8,991CommonSOLE
880770102TERTERADYNE INC$209,6490.03%1,835CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$208,7560.03%905CommonSOLE
095306106BLBDBLUE BIRD CORP$208,6740.03%4,307CommonNONE
416515104HIGHARTFORD FINL SVCS GROUP INC$207,8290.03%1,975CommonSOLE
42809H107HESHESS CORP$206,3670.03%1,574CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$205,9920.03%1,365CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$204,9060.03%3,321CommonSOLE
278642103EBAYEBAY INC.$204,7890.03%3,716CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$203,7290.03%1,455CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$202,4540.03%572CommonSOLE
744320102PRUPRUDENTIAL FINL INC$201,4560.03%1,887CommonSOLE
427866108HSYHERSHEY CO$200,4190.03%1,003CommonSOLE
74255Y888PREFPRINCIPAL EXCHANGE TRADED FD$182,7000.03%10,000CommonNONE
143658300CCL1EURCARNIVAL CORP$173,2760.02%12,368CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$170,3150.02%12,306CommonSOLE
25525P107DHCDIVERSIFIED HEALTHCARE TR$167,6220.02%54,958CommonSOLE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$162,9920.02%17,358CommonSOLE
82835P103SVMSILVERCORP METALS INC$157,0000.02%50,000CommonSOLE
91823B109UWMCUWM HOLDINGS CORPORATION$151,5370.02%18,548CommonSOLE
G0250X107AMCRAMCOR PLC$124,1090.02%11,945CommonSOLE
345370860FFORD MTR CO DEL$108,9260.02%11,149CommonNONE
178587101CIOCITY OFFICE REIT INC$65,9150.01%12,799CommonSOLE
L02235106AMBPARDAGH METAL PACKAGING S A$58,8470.01%17,514CommonSOLE
269796108EGRXEAGLE PHARMACEUTICALS INC$54,2390.01%12,762CommonSOLE
29382R107EVCENTRAVISION COMMUNICATIONS C$41,6560.01%22,888CommonSOLE
10482B101BHRBRAEMAR HOTELS & RESORTS INC$39,8110.01%13,920CommonSOLE
68622D106AACQGBPORIGIN MATERIALS INC$27,5030.00%34,169CommonSOLE
84921RAB6SPOT 0 03/15/26SPOTIFY USA INC$14,4530.00%15,000CommonSOLE
29415B103EVAUSDENVIVA INC$10,8910.00%25,163CommonSOLE

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.