MondegarAI
FIDELIS CAPITAL PARTNERS, LLC

Q3 2024 · 13F-HR

FIDELIS CAPITAL PARTNERS, LLCholdings as filed

Filed 2024-10-25 · accession 0001085146-24-005161

$839.7M
Reported value
412
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$50.9M6.06%220,444CommonSOLE
594918104MSFTMICROSOFT CORP$43.4M5.17%102,210CommonSOLE
464287200IVVISHARES TR$37.5M4.46%64,548CommonSOLE
67066G104NVDANVIDIA CORPORATION$36.9M4.39%264,053CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$32.2M3.83%55,675CommonSOLE
023135106AMZNAMAZON COM INC$20.5M2.44%110,837CommonSOLE
464287614IWFISHARES TR$19.8M2.36%52,372CommonSOLE
922908363VOOVANGUARD INDEX FDS$15.9M1.90%30,013CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$15.8M1.88%17,554CommonSOLE
922908629VOVANGUARD INDEX FDS$14.9M1.78%56,048CommonSOLE
02079K305GOOGLALPHABET INC$14.4M1.72%88,564CommonSOLE
464287499IWRISHARES TR$13.2M1.57%148,847CommonSOLE
85207K107PSLVSPROTT PHYSICAL SILVER TR$12.3M1.46%1,083,300CommonSOLE
02079K107GOOGALPHABET INC$11.9M1.42%72,356CommonSOLE
85207H104PHYSSPROTT PHYSICAL GOLD TR$11.6M1.38%550,280CommonSOLE
30303M102METAMETA PLATFORMS INC$11.5M1.37%20,359CommonSOLE
78463V107GLDSPDR GOLD TR$9.7M1.15%38,638CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$9.4M1.12%42,137CommonSOLE
30231G102XOMEXXON MOBIL CORP$9.3M1.10%77,095CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$9.1M1.09%19,803CommonSOLE
464287655IWMISHARES TR$9.1M1.08%41,463CommonSOLE
464287598IWDISHARES TR$8.9M1.05%46,366CommonSOLE
46432F842IEFAISHARES TR$8.5M1.01%114,532CommonSOLE
11135F101AVGOBROADCOM INC$7.8M0.93%45,110CommonSOLE
46432F339QUALISHARES TR$7.2M0.86%40,249CommonSOLE
464287804IJRISHARES TR$6.4M0.76%55,508CommonSOLE
532457108LLYELI LILLY & CO$6.3M0.75%6,943CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$6.2M0.74%105,052CommonSOLE
92826C839VVISA INC$6.0M0.72%21,262CommonSOLE
69374H881COWZPACER FDS TR$5.4M0.65%95,019CommonSOLE
464287507IJHISHARES TR$5.3M0.63%84,325CommonSOLE
478160104JNJJOHNSON & JOHNSON$4.8M0.57%28,760CommonSOLE
166764100CVXCHEVRON CORP NEW$4.7M0.56%31,527CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$4.7M0.56%8,356CommonSOLE
00287Y109ABBVABBVIE INC$4.6M0.55%24,745CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$4.5M0.54%12,696CommonSOLE
464289438IWYISHARES TR$4.5M0.54%20,493CommonSOLE
58933Y105MRKMERCK & CO INC$4.5M0.54%42,274CommonSOLE
437076102HDHOME DEPOT INC$4.1M0.49%10,200CommonSOLE
742718109PGPROCTER AND GAMBLE CO$4.0M0.48%23,691CommonSOLE
69374H857CALFPACER FDS TR$4.0M0.47%87,875CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$3.8M0.45%24,701CommonSOLE
46429B697USMVISHARES TR$3.7M0.44%40,301CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$3.6M0.43%71,862CommonSOLE
17275R102CSCOCISCO SYS INC$3.6M0.43%63,799CommonSOLE
747525103QCOMQUALCOMM INC$3.4M0.40%20,201CommonSOLE
149123101CATCATERPILLAR INC$3.3M0.40%8,684CommonSOLE
20825C104COPCONOCOPHILLIPS$3.3M0.39%31,674CommonSOLE
464287473IWSISHARES TR$3.3M0.39%24,701CommonSOLE
88160R101TSLATESLA INC$3.2M0.38%15,054CommonSOLE
617446448MSMORGAN STANLEY$3.2M0.38%27,139CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$3.2M0.38%5,567CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$3.2M0.38%13,878CommonSOLE
64110L106NFLXNETFLIX INC$3.1M0.37%4,177CommonSOLE
79466L302CRMSALESFORCE INC$2.9M0.35%10,322CommonSOLE
922908751VBVANGUARD INDEX FDS$2.9M0.34%12,224CommonSOLE
92206C714VONVVANGUARD SCOTTSDALE FDS$2.8M0.33%33,434CommonSOLE
46090E103QQQINVESCO QQQ TR$2.8M0.33%5,677CommonSOLE
G29183103ETNEATON CORP PLC$2.7M0.32%7,719CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$2.6M0.31%5,107CommonSOLE
464285204IAUISHARES GOLD TR$2.6M0.31%50,945CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$2.6M0.31%54,873CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$2.6M0.31%5,465CommonSOLE
464287465EFAISHARES TR$2.5M0.30%31,876CommonSOLE
872540109TJXTJX COS INC NEW$2.5M0.30%21,705CommonSOLE
464287481IWPISHARES TR$2.4M0.28%19,881CommonSOLE
670100205NVONOVO-NORDISK A S$2.4M0.28%20,313CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$2.3M0.28%4,476CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$2.3M0.27%7,844CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$2.2M0.27%11,274CommonSOLE
931142103WMTWALMART INC$2.2M0.26%26,666CommonSOLE
09247X101BLKCHFBLACKROCK INC$2.2M0.26%2,234CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$2.2M0.26%5,956CommonSOLE
191216100KOCOCA COLA CO$2.2M0.26%32,453CommonSOLE
68389X105ORCLORACLE CORP$2.2M0.26%12,728CommonSOLE
438516106HONHONEYWELL INTL INC$2.2M0.26%9,934CommonSOLE
002824100ABTABBOTT LABS$2.2M0.26%18,637CommonSOLE
00724F101ADBEADOBE INC$2.2M0.26%4,495CommonSOLE
907818108UNPUNION PAC CORP$2.1M0.25%8,808CommonSOLE
713448108PEPPEPSICO INC$2.1M0.25%11,905CommonSOLE
580135101MCDMCDONALDS CORP$2.1M0.24%6,869CommonSOLE
482480100KLACKLA CORP$2.0M0.24%3,076CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$2.0M0.23%39,097CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$1.9M0.23%21,045CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.8M0.22%3,171CommonSOLE
46434G103IEMGISHARES INC$1.8M0.21%31,550CommonSOLE
464287168DVYISHARES TR$1.8M0.21%12,963CommonSOLE
036752103ELVELEVANCE HEALTH INC$1.7M0.20%4,051CommonSOLE
464287150ITOTISHARES TR$1.7M0.20%13,161CommonSOLE
26875P101EOGEOG RES INC$1.6M0.20%13,177CommonSOLE
235851102DHRDANAHER CORPORATION$1.6M0.19%6,369CommonSOLE
001055102AFLAFLAC INC$1.6M0.19%14,265CommonSOLE
464287457SHYISHARES TR$1.6M0.19%19,397CommonSOLE
58155Q103MCKMCKESSON CORP$1.6M0.19%3,179CommonSOLE
949746101WMT2WELLS FARGO CO NEW$1.6M0.19%24,485CommonSOLE
91913Y100VLOVALERO ENERGY CORP$1.6M0.18%11,675CommonSOLE
303250104FICOFAIR ISAAC CORP$1.6M0.18%776CommonSOLE
595112103MUMICRON TECHNOLOGY INC$1.5M0.18%14,536CommonSOLE
92206C680VONGVANGUARD SCOTTSDALE FDS$1.5M0.18%15,608CommonSOLE
311900104FASTFASTENAL CO$1.5M0.18%19,913CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$1.5M0.18%6,759CommonSOLE
548661107LOWLOWES COS INC$1.5M0.18%5,560CommonSOLE
172967424CCITIGROUP INC$1.5M0.18%23,624CommonSOLE
501044101KRKROGER CO$1.5M0.18%25,698CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$1.5M0.18%9,788CommonSOLE
75513E101RTXRTX CORPORATION$1.5M0.18%11,615CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.5M0.17%6,256CommonSOLE
060505104BACBANK AMERICA CORP$1.5M0.17%34,378CommonSOLE
G54950103LINLINDE PLC$1.4M0.17%3,024CommonSOLE
126408103CSXCSX CORP$1.4M0.17%42,286CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$1.4M0.17%6,878CommonSOLE
65339F101NEENEXTERA ENERGY INC$1.4M0.17%16,542CommonSOLE
031162100AMGNAMGEN INC$1.4M0.17%4,449CommonSOLE
969457100WMBWILLIAMS COS INC$1.4M0.17%26,625CommonSOLE
172908105CTASCINTAS CORP$1.4M0.16%6,564CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$1.4M0.16%13,812CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$1.4M0.16%31,581CommonSOLE
046353108AZNNASTRAZENECA PLC$1.3M0.16%17,491CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$1.3M0.16%9,198CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$1.3M0.16%2,328CommonSOLE
78409V104SPGIS&P GLOBAL INC$1.3M0.16%2,568CommonSOLE
29444U700EQIXEQUINIX INC$1.3M0.16%1,461CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$1.3M0.15%7,810CommonSOLE
571903202MARMARRIOTT INTL INC NEW$1.3M0.15%4,932CommonSOLE
025072877AVUVAMERICAN CENTY ETF TR$1.3M0.15%13,360CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$1.2M0.14%13,909CommonSOLE
718172109PMPHILIP MORRIS INTL INC$1.2M0.14%9,199CommonSOLE
780259305SHELSHELL PLC$1.2M0.14%18,029CommonSOLE
893641100TDGTRANSDIGM GROUP INC$1.2M0.14%868CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$1.2M0.14%2,276CommonSOLE
281020107EIXEDISON INTL$1.2M0.14%13,504CommonSOLE
81762P102NOWSERVICENOW INC$1.2M0.14%1,277CommonSOLE
464287226AGGISHARES TR$1.1M0.14%11,607CommonSOLE
20030N101CMCSACOMCAST CORP NEW$1.1M0.14%27,529CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$1.1M0.14%946CommonSOLE
929160109VMCVULCAN MATLS CO$1.1M0.13%4,446CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$1.1M0.13%4,821CommonSOLE
H1467J104CBCHUBB LIMITED$1.1M0.13%3,783CommonSOLE
94106L109WMWASTE MGMT INC DEL$1.1M0.13%5,232CommonSOLE
74340W103PLDPROLOGIS INC.$1.1M0.13%8,999CommonSOLE
464288760ITAISHARES TR$1.1M0.13%7,190CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$1.1M0.13%37,374CommonSOLE
025816109AXPAMERICAN EXPRESS CO$1.1M0.13%3,984CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$1.1M0.13%7,173CommonSOLE
98978V103ZTSZOETIS INC$1.1M0.13%5,652CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$1.0M0.12%2,223CommonSOLE
464288588MBBISHARES TR$1.0M0.12%11,055CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$1.0M0.12%14,137CommonSOLE
369604301GEGE AEROSPACE$1.0M0.12%5,654CommonSOLE
743315103PGRPROGRESSIVE CORP$1.0M0.12%4,142CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$1.0M0.12%5,556CommonSOLE
N07059210ASMLASML HOLDING N V$988,5250.12%1,395CommonSOLE
25434V831DUHPDIMENSIONAL ETF TRUST$984,5400.12%28,637CommonSOLE
842587107SOSOUTHERN CO$980,7610.12%10,417CommonSOLE
97717Y527USFRWISDOMTREE TR$959,8680.11%19,045CommonSOLE
040413106ANETEURARISTA NETWORKS INC$957,0480.11%2,429CommonSOLE
038222105AMATAPPLIED MATLS INC$954,9050.11%5,227CommonSOLE
244199105DEDEERE & CO$935,7040.11%2,290CommonSOLE
464287630IWNISHARES TR$928,3810.11%5,616CommonSOLE
464289420IWXISHARES TR$926,1490.11%11,278CommonSOLE
209115104EDCONSOLIDATED EDISON INC$919,9880.11%8,566CommonSOLE
16411R208LNGCHENIERE ENERGY INC$899,5780.11%4,919CommonSOLE
461202103INTUINTUIT$899,4030.11%1,494CommonSOLE
40412C101HCAHCA HEALTHCARE INC$889,3550.11%2,169CommonSOLE
863667101SYKSTRYKER CORPORATION$885,5790.11%2,438CommonSOLE
882508104TXNTEXAS INSTRS INC$878,5780.10%4,355CommonSOLE
609207105MDLZMONDELEZ INTL INC$861,1850.10%12,205CommonSOLE
136385101CNQCANADIAN NAT RES LTD$847,5200.10%24,139CommonSOLE
87612E106TGTTARGET CORP$834,8540.10%5,639CommonSOLE
381430503GSLCGOLDMAN SACHS ETF TR$834,2640.10%7,340CommonSOLE
922908538VOTVANGUARD INDEX FDS$822,9980.10%3,334CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$822,1090.10%1,592CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$820,2240.10%3,200CommonSOLE
800363103SD2SANDY SPRING BANCORP INC$816,8630.10%25,243CommonNONE
37954Y871URAGLOBAL X FDS$815,8950.10%25,844CommonNONE
464287234EEMISHARES TR$808,4860.10%17,875CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$797,0690.09%4,235CommonSOLE
291011104EMREMERSON ELEC CO$795,4870.09%7,331CommonSOLE
23331A109DHID R HORTON INC$794,7180.09%4,408CommonSOLE
217204106CPRTCOPART INC$790,8410.09%15,398CommonSOLE
48251W104KKRKKR & CO INC$786,0790.09%5,674CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$784,0260.09%3,465CommonSOLE
032654105ADIANALOG DEVICES INC$782,8590.09%3,451CommonSOLE
02209S103MOALTRIA GROUP INC$768,4140.09%15,430CommonSOLE
855244109SBUXSTARBUCKS CORP$764,7950.09%7,832CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$760,3960.09%5,563CommonSOLE
00206R102TAT&T INC$758,4300.09%33,723CommonSOLE
464287309IVWISHARES TR$749,5130.09%7,771CommonSOLE
464287556IBBISHARES TR$746,7660.09%5,253CommonSOLE
717081103PFEPFIZER INC$745,5950.09%25,835CommonSOLE
46284V101IRMIRON MTN INC DEL$745,0800.09%5,935CommonSOLE
46137V597PRFZINVESCO EXCHANGE TRADED FD T$739,3120.09%17,975CommonSOLE
97717W851DXJWISDOMTREE TR$738,0970.09%6,977CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$733,7630.09%15,576CommonSOLE
G0403H108AONAON PLC$727,6870.09%2,031CommonSOLE
337738108FISVFISERV INC$725,0560.09%3,583CommonSOLE
55354G100MSCIMSCI INC$697,7650.08%1,170CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$691,2200.08%1CommonSOLE
009158106APDAIR PRODS & CHEMS INC$687,5350.08%2,105CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$687,1710.08%7,755CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$676,9370.08%8,467CommonSOLE
464287184FXIISHARES TR$672,5220.08%21,069CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$661,8080.08%5,814CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$657,5980.08%2,640CommonSOLE
254687106DISDISNEY WALT CO$651,6140.08%6,771CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$643,0700.08%149CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$641,0170.08%12,081CommonSOLE
872590104TMUST-MOBILE US INC$632,8010.08%2,864CommonSOLE
384802104GWWGRAINGER W W INC$630,3900.08%577CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$621,9330.07%5,158CommonSOLE
78463X889SPDWSPDR INDEX SHS FDS$613,2620.07%17,054CommonSOLE
701094104PHPARKER-HANNIFIN CORP$607,6610.07%965CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$603,3110.07%1,072CommonSOLE
78464A508SPYVSPDR SER TR$590,3650.07%11,095CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$578,7190.07%2,252CommonSOLE
745867101PHMPULTE GROUP INC$570,0580.07%4,281CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$569,0240.07%3,175CommonSOLE
115236101BROBROWN & BROWN INC$568,7970.07%5,365CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$565,3260.07%3,665CommonSOLE
25746U109DDOMINION ENERGY INC$564,5770.07%9,266CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$559,7540.07%11,681CommonSOLE
125523100CITHE CIGNA GROUP$558,9230.07%1,760CommonSOLE
922908736VUGVANGUARD INDEX FDS$548,3290.07%1,413CommonSOLE
654106103NKENIKE INC$548,1480.07%6,848CommonSOLE
464287101OEFISHARES TR$546,1040.07%1,954CommonNONE
053332102AZOAUTOZONE INC$533,8240.06%167CommonSOLE
032095101APHAMPHENOL CORP NEW$530,9850.06%7,755CommonSOLE
G87052109TELTE CONNECTIVITY PLC$530,6750.06%3,648CommonSOLE
464287648IWOISHARES TR$526,0300.06%1,861CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$524,3720.06%2,607CommonSOLE
778296103ROSTROSS STORES INC$522,1380.06%3,595CommonSOLE
29273V100ETENERGY TRANSFER L P$521,8330.06%31,858CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$516,0200.06%12,116CommonSOLE
911363109URIUNITED RENTALS INC$515,5230.06%618CommonSOLE
052769106ADSKAUTODESK INC$510,1210.06%1,782CommonSOLE
29084Q100EMEEMCOR GROUP INC$507,1160.06%1,138CommonSOLE
12504L109CBRECBRE GROUP INC$491,7410.06%3,994CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$490,8180.06%904CommonSOLE
055622104BPBP PLC$489,8250.06%15,644CommonSOLE
37045V100GMGENERAL MTRS CO$487,4870.06%9,212CommonSOLE
615369105MCOMOODYS CORP$479,6440.06%1,023CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$474,4480.06%6,042CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$471,6360.06%501CommonSOLE
871607107SNPSSYNOPSYS INC$469,2330.06%951CommonSOLE
806857108SLBSCHLUMBERGER LTD$467,3540.06%11,093CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$460,8430.05%1,595CommonSOLE
879433829TDSTELEPHONE & DATA SYS INC$460,6710.05%16,559CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$456,6280.05%5,720CommonSOLE
98850P109YUMCYUM CHINA HLDGS INC$453,6470.05%10,336CommonSOLE
92857W308VODVODAFONE GROUP PLC NEW$452,6800.05%47,852CommonSOLE
922908744VTVVANGUARD INDEX FDS$452,0160.05%2,576CommonSOLE
56585A102MPCMARATHON PETE CORP$450,8240.05%2,932CommonSOLE
422806208HEI/AHEICO CORP NEW$447,6830.05%2,260CommonNONE
464288414MUBISHARES TR$444,3690.05%4,167CommonSOLE
808524888SCHCSCHWAB STRATEGIC TR$443,5380.05%12,020CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$432,8890.05%1,761CommonSOLE
74762E102QUREQUANTA SVCS INC$429,5890.05%1,401CommonSOLE
11271J107BNBROOKFIELD CORP$426,8870.05%7,898CommonNONE
336920103FPXFIRST TR EXCHANGE-TRADED FD$421,8980.05%4,620CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$421,7450.05%1,582CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$418,5710.05%5,837CommonSOLE
22160N109CSGPCOSTAR GROUP INC$417,8410.05%5,738CommonNONE
922908611VBRVANGUARD INDEX FDS$416,7710.05%2,085CommonSOLE
126650100CVSCVS HEALTH CORP$413,6810.05%7,286CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$412,8210.05%5,107CommonSOLE
464288158SUBISHARES TR$412,3600.05%3,909CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$412,1650.05%2,052CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$405,7260.05%1,025CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$399,0060.05%5,301CommonSOLE
45168D104IDXXIDEXX LABS INC$396,5410.05%866CommonSOLE
09260D107BXBLACKSTONE INC$396,2680.05%2,374CommonSOLE
55336V100MPLXMPLX LP$396,0590.05%9,032CommonSOLE
526057104LENLENNAR CORP$392,9420.05%2,277CommonSOLE
375558103GILDGILEAD SCIENCES INC$392,0060.05%4,494CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$388,3610.05%3,385CommonSOLE
464287606IJKISHARES TR$384,8290.05%4,209CommonSOLE
693718108PCARPACCAR INC$381,0500.05%3,671CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$380,8400.05%2,191CommonSOLE
231021106CMICUMMINS INC$379,1360.05%1,149CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$378,4700.05%2,845CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$377,2780.04%2,871CommonSOLE
464288885EFGISHARES TR$376,5530.04%3,687CommonSOLE
718546104PSXPHILLIPS 66$373,7920.04%2,895CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$371,6800.04%1,970CommonSOLE
858119100STLDSTEEL DYNAMICS INC$368,5540.04%2,865CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$366,0790.04%3,559CommonSOLE
366651107ITGARTNER INC$361,9910.04%695CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$357,6420.04%986CommonSOLE
03076C106AMPAMERIPRISE FINL INC$357,5630.04%687CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$357,0180.04%1,223CommonSOLE
370334104GISGENERAL MLS INC$355,5870.04%5,185CommonSOLE
422806109HEIHEICO CORP NEW$354,5380.04%1,391CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$351,0670.04%3,281CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$348,0860.04%1,163CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$347,0690.04%1,279CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$345,8350.04%1,184CommonSOLE
78468R408SJNKSPDR SER TR$345,5940.04%13,574CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$345,1150.04%1,297CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$337,6840.04%6,305CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$332,7500.04%3,943CommonSOLE
03073E105CORCENCORA INC$326,9210.04%1,394CommonSOLE
631103108NDAQNASDAQ INC$324,9080.04%4,396CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$324,1750.04%13,713CommonSOLE
13321L108CCJCAMECO CORP$322,6410.04%5,966CommonNONE
205887102CAGCONAGRA BRANDS INC$321,8590.04%10,929CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$320,7810.04%4,543CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$320,0900.04%3,121CommonSOLE
278865100ECLECOLAB INC$319,2600.04%1,234CommonSOLE
78463X509SPEMSPDR INDEX SHS FDS$316,9410.04%7,793CommonSOLE
369550108GDGENERAL DYNAMICS CORP$315,6630.04%1,037CommonSOLE
760759100RSGREPUBLIC SVCS INC$310,0500.04%1,520CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$309,8080.04%3,786CommonSOLE
464287432TLTISHARES TR$308,8030.04%3,354CommonSOLE
464288323NYFISHARES TR$306,7420.04%5,755CommonSOLE
25754A201DPZDOMINOS PIZZA INC$305,1890.04%722CommonSOLE
682680103OKEONEOK INC NEW$302,2780.04%3,124CommonSOLE
440452100HRLHORMEL FOODS CORP$302,1690.04%9,688CommonSOLE
216648501COOCOOPER COS INC$300,6890.04%2,855CommonSOLE
11275Q1071939900DBROOKFIELD INFRASTRUCTURE CO$295,5250.04%6,789CommonNONE
146869102CVNACARVANA CO$294,1000.04%1,490CommonSOLE
97717X669DGRWWISDOMTREE TR$291,7820.03%3,499CommonSOLE
084423102WRBBERKLEY W R CORP$291,5700.03%4,931CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$290,2900.03%5,278CommonSOLE
570535104MKLMARKEL GROUP INC$289,9990.03%185CommonNONE
92840M102VSTVISTRA CORP$289,5490.03%2,296CommonSOLE
031100100AMEAMETEK INC$289,0060.03%1,734CommonSOLE
26884L109EQTEQT CORP$288,4340.03%7,970CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$280,6300.03%482CommonNONE
285512109EAELECTRONIC ARTS INC$279,4350.03%1,929CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$279,3910.03%2,338CommonSOLE
690742101OCOWENS CORNING NEW$279,0510.03%1,539CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$276,5730.03%814CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$276,3190.03%133CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$276,1010.03%1,133CommonSOLE
59156R108METMETLIFE INC$272,9180.03%3,244CommonSOLE
92189H607OIHVANECK ETF TRUST$271,9590.03%985CommonNONE
69370C100PTCPTC INC$267,8580.03%1,459CommonSOLE
670346105NUENUCOR CORP$264,1960.03%1,865CommonSOLE
761152107RMDRESMED INC$260,9030.03%1,099CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$258,8940.03%1,006CommonSOLE
98419M100XYLXYLEM INC$258,5660.03%1,963CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$257,9010.03%3,377CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$255,6020.03%6,168CommonSOLE
464287705IJJISHARES TR$255,0850.03%2,053CommonSOLE
143658300CCL1EURCARNIVAL CORP$254,1840.03%12,104CommonSOLE
36828A101GEVGE VERNOVA INC$253,8510.03%907CommonSOLE
69374H105PTLCPACER FDS TR$252,8360.03%4,775CommonSOLE
73278L105POOLPOOL CORP$252,4900.03%720CommonSOLE
03662Q105AKXANSYS INC$252,0090.03%783CommonSOLE
704326107PAYXPAYCHEX INC$250,4730.03%1,771CommonSOLE
406216101HALHALLIBURTON CO$246,3130.03%8,857CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$245,5730.03%2,049CommonSOLE
526107107LIILENNOX INTL INC$244,5060.03%401CommonSOLE
075887109BDXBECTON DICKINSON & CO$242,6850.03%1,009CommonSOLE
74347G416PROSHARES TR$241,7820.03%11,800CommonNONE
78464A763SDYSPDR SER TR$241,3050.03%1,708CommonSOLE
82835P103SVMSILVERCORP METALS INC$239,0000.03%50,000CommonSOLE
278642103EBAYEBAY INC.$238,5080.03%3,746CommonSOLE
92939U106WECWEC ENERGY GROUP INC$237,3790.03%2,385CommonSOLE
302941109FCNFTI CONSULTING INC$236,3850.03%1,030CommonSOLE
89151E109TTENTOTALENERGIES SE$234,4330.03%3,629CommonSOLE
880770102TERTERADYNE INC$234,4260.03%1,884CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$233,6460.03%3,055CommonSOLE
87612G101TRGPTARGA RES CORP$232,6740.03%1,403CommonSOLE
05464C101AXONAXON ENTERPRISE INC$231,9700.03%524CommonSOLE
42809H107HESHESS CORP$230,9580.03%1,673CommonSOLE
09073M104TECHBIO-TECHNE CORP$227,0890.03%3,275CommonSOLE
744320102PRUPRUDENTIAL FINL INC$227,0400.03%1,814CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$226,5600.03%2,926CommonSOLE
427866108HSYHERSHEY CO$224,5630.03%1,234CommonSOLE
G5960L103MDTMEDTRONIC PLC$223,5700.03%2,423CommonSOLE
988498101YUMYUM BRANDS INC$222,4730.03%1,660CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$222,3010.03%2,820CommonSOLE
95040Q104WELLWELLTOWER INC$221,5050.03%1,681CommonSOLE
30161N101EXCEXELON CORP$220,0510.03%5,401CommonSOLE
12572Q105CMECME GROUP INC$219,6440.03%967CommonSOLE
487836108KKELLANOVA$218,7540.03%2,702CommonSOLE
33734X176FXLFIRST TR EXCHANGE TRADED FD$218,5530.03%1,564CommonSOLE
34959E109FTNTFORTINET INC$218,4460.03%2,718CommonSOLE
574599106MASMASCO CORP$217,9870.03%2,660CommonSOLE
020002101ALLALLSTATE CORP$217,2630.03%1,127CommonSOLE
127097103CTRACOTERRA ENERGY INC$216,1980.03%9,130CommonSOLE
629377508NRGNRG ENERGY INC$215,8160.03%2,460CommonSOLE
911718104CPERUNITED STS COMMODITY INDEX F$215,3650.03%7,912CommonNONE
46137V282RSPTINVESCO EXCHANGE TRADED FD T$214,5600.03%5,760CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$213,0910.03%1,363CommonSOLE
92343E102VRSNVERISIGN INC$213,0550.03%1,147CommonSOLE
756109104OREALTY INCOME CORP$212,6990.03%3,311CommonSOLE
98389B100XELXCEL ENERGY INC$211,9990.03%3,296CommonSOLE
464288273SCZISHARES TR$210,6650.03%3,316CommonSOLE
651639106NEMNEWMONT CORP$210,4050.03%3,644CommonSOLE
G8473T100STESTERIS PLC$209,6500.02%948CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$209,2840.02%5,297CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$207,5900.02%2,288CommonSOLE
74164M108PRIPRIMERICA INC$207,5550.02%749CommonSOLE
81369Y100XLBSELECT SECTOR SPDR TR$205,8490.02%2,150CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$202,7110.02%2,010CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$201,6680.02%1,419CommonSOLE
74255Y888PREFPRINCIPAL EXCHANGE TRADED FD$187,4000.02%10,000CommonNONE
25525P107DHCDIVERSIFIED HEALTHCARE TR$186,4120.02%55,315CommonSOLE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$176,5620.02%17,310CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$167,9770.02%12,306CommonSOLE
345370860FFORD MTR CO$139,5990.02%12,622CommonNONE
G0250X107AMCRAMCOR PLC$132,7010.02%12,020CommonSOLE
91823B109UWMCUWM HOLDINGS CORPORATION$122,8710.01%18,645CommonSOLE
178587101CIOCITY OFFICE REIT INC$80,9130.01%14,023CommonSOLE
L02235106AMBPARDAGH METAL PACKAGING S A$73,3880.01%17,515CommonSOLE
68622D106AACQGBPORIGIN MATERIALS INC$50,9920.01%36,423CommonSOLE
10482B101BHRBRAEMAR HOTELS & RESORTS INC$42,3240.01%14,108CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$16,6180.00%18,000PUTSOLE
85859N102STEM INC$15,7180.00%31,124CommonSOLE
84921RAB6SPOT 0 03/15/26SPOTIFY USA INC$14,9910.00%15,000CommonSOLE

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.