MondegarAI
Caprock Group, LLC

Q3 2024 · 13F-HR

Caprock Group, LLCholdings as filed

Filed 2024-11-07 · accession 0001085146-24-005444

$2.75B
Reported value
902
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 902

CUSIPTickerIssuerValue% port.SharesClassVoting
922908769VTIVANGUARD INDEX FDS$229.1M8.34%806,774CommonSOLE
037833100AAPLAPPLE INC$103.2M3.75%442,710CommonSOLE
594918104MSFTMICROSOFT CORP$98.9M3.60%229,860CommonSOLE
922908363VOOVANGUARD INDEX FDS$94.7M3.44%178,812CommonSOLE
67066G104NVDANVIDIA CORPORATION$82.6M3.00%679,818CommonSOLE
532457108LLYELI LILLY & CO$60.0M2.18%67,759CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$54.9M2.00%763,960CommonSOLE
023135106AMZNAMAZON COM INC$53.6M1.95%287,540CommonSOLE
808524102SCHBSCHWAB STRATEGIC TR$49.5M1.80%744,533CommonSOLE
30303M102METAMETA PLATFORMS INC$38.8M1.41%67,856CommonSOLE
921909768VXUSVANGUARD STAR FDS$37.5M1.36%578,487CommonSOLE
464287689IWVISHARES TR$34.6M1.26%105,918CommonSOLE
464287150ITOTISHARES TR$34.5M1.25%274,345CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$34.3M1.25%97,059CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$32.6M1.19%518,033CommonSOLE
02079K107GOOGALPHABET INC$32.2M1.17%192,538CommonSOLE
02079K305GOOGLALPHABET INC$31.3M1.14%188,567CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$29.9M1.09%52,004CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$29.7M1.08%621,257CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$27.3M0.99%59,283CommonSOLE
11135F101AVGOBROADCOM INC$20.3M0.74%117,658CommonSOLE
921910733ESGVVANGUARD WORLD FD$18.6M0.68%183,222CommonSOLE
92826C839VVISA INC$18.1M0.66%65,681CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$17.7M0.64%38,088CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$17.4M0.63%328,551CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$16.2M0.59%76,866CommonSOLE
437076102HDHOME DEPOT INC$15.4M0.56%38,109CommonSOLE
68389X105ORCLORACLE CORP$14.8M0.54%86,938CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$13.8M0.50%27,864CommonSOLE
30231G102XOMEXXON MOBIL CORP$13.4M0.49%114,614CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$13.0M0.47%22,294CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$12.7M0.46%25,632CommonSOLE
922908629VOVANGUARD INDEX FDS$12.3M0.45%46,628CommonSOLE
478160104JNJJOHNSON & JOHNSON$12.1M0.44%74,928CommonSOLE
369604301GEGE AEROSPACE$12.1M0.44%64,265CommonSOLE
64110L106NFLXNETFLIX INC$12.1M0.44%17,084CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$11.9M0.43%13,450CommonSOLE
83085C107SKYHSKY HARBOUR GROUP CORPORATIO$11.7M0.42%1,056,767CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$11.0M0.40%136,969CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$10.9M0.40%62,676CommonSOLE
921932505VOOGVANGUARD ADMIRAL FDS INC$10.9M0.39%31,392CommonSOLE
922908751VBVANGUARD INDEX FDS$10.7M0.39%45,004CommonSOLE
464287465EFAISHARES TR$10.6M0.38%126,151CommonSOLE
742718109PGPROCTER AND GAMBLE CO$10.5M0.38%60,752CommonSOLE
46432F339QUALISHARES TR$10.5M0.38%58,514CommonSOLE
88160R101TSLATESLA INC$10.3M0.38%39,455CommonSOLE
011532108AGIALAMOS GOLD INC NEW$10.2M0.37%509,484CommonSOLE
931142103WMTWALMART INC$9.8M0.36%121,910CommonSOLE
45782C870PAPRINNOVATOR ETFS TRUST$9.7M0.35%269,310CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$9.6M0.35%141,309CommonSOLE
00724F101ADBEADOBE INC$9.3M0.34%18,026CommonSOLE
166764100CVXCHEVRON CORP NEW$9.2M0.33%62,320CommonSOLE
46432F842IEFAISHARES TR$9.2M0.33%117,488CommonSOLE
79466L302CRMSALESFORCE INC$9.1M0.33%33,142CommonSOLE
464287622IWBISHARES TR$9.0M0.33%28,710CommonSOLE
922908736VUGVANGUARD INDEX FDS$8.7M0.32%22,575CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$8.5M0.31%30,202CommonSOLE
00287Y109ABBVABBVIE INC$8.1M0.30%41,197CommonSOLE
17275R102CSCOCISCO SYS INC$8.0M0.29%149,850CommonSOLE
303250104FICOFAIR ISAAC CORP$7.9M0.29%4,075CommonSOLE
58933Y105MRKMERCK & CO INC$7.9M0.29%69,075CommonSOLE
81730H109SSENTINELONE INC$7.5M0.27%314,871CommonSOLE
060505104BACBANK AMERICA CORP$7.5M0.27%188,864CommonSOLE
670100205NVONOVO-NORDISK A S$7.3M0.27%61,252CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$6.9M0.25%1,644CommonSOLE
872590104TMUST-MOBILE US INC$6.8M0.25%32,753CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$6.7M0.24%79,029CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$6.5M0.24%175,743CommonSOLE
172908105CTASCINTAS CORP$6.5M0.24%31,444CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$6.5M0.23%85,840CommonSOLE
78409V104SPGIS&P GLOBAL INC$6.2M0.23%12,055CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$6.2M0.23%9CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$6.1M0.22%9,914CommonSOLE
20030N101CMCSACOMCAST CORP NEW$6.1M0.22%146,544CommonSOLE
922908744VTVVANGUARD INDEX FDS$6.1M0.22%35,014CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$6.0M0.22%46,798CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$6.0M0.22%21,450CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$5.7M0.21%727,113CommonSOLE
747525103QCOMQUALCOMM INC$5.7M0.21%33,407CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$5.6M0.21%125,611CommonSOLE
718172109PMPHILIP MORRIS INTL INC$5.6M0.20%45,244CommonSOLE
002824100ABTABBOTT LABS$5.5M0.20%48,075CommonSOLE
031162100AMGNAMGEN INC$5.3M0.19%16,424CommonSOLE
40434L105HPQHP INC$5.3M0.19%146,041CommonSOLE
882508104TXNTEXAS INSTRS INC$5.3M0.19%25,529CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$5.1M0.19%23,212CommonSOLE
149123101CATCATERPILLAR INC$5.1M0.18%12,937CommonSOLE
02209S103MOALTRIA GROUP INC$5.0M0.18%95,785CommonSOLE
713448108PEPPEPSICO INC$5.0M0.18%29,244CommonSOLE
464287614IWFISHARES TR$5.0M0.18%13,216CommonSOLE
717081103PFEPFIZER INC$4.9M0.18%169,975CommonSOLE
460146103IPINTERNATIONAL PAPER CO$4.9M0.18%99,332CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$4.8M0.17%45,264CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$4.7M0.17%28,813CommonSOLE
949746101WMT2WELLS FARGO CO NEW$4.7M0.17%83,671CommonSOLE
922908538VOTVANGUARD INDEX FDS$4.6M0.17%18,800CommonSOLE
651639106NEMNEWMONT CORP$4.5M0.17%85,006CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$4.5M0.16%22,635CommonSOLE
580135101MCDMCDONALDS CORP$4.4M0.16%14,605CommonSOLE
461202103INTUINTUIT$4.4M0.16%7,066CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$4.4M0.16%21,302CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$4.4M0.16%19,303CommonSOLE
921932703VOOVVANGUARD ADMIRAL FDS INC$4.4M0.16%22,693CommonSOLE
00206R102TAT&T INC$4.3M0.16%195,991CommonSOLE
40412C101HCAHCA HEALTHCARE INC$4.3M0.16%10,591CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$4.2M0.15%7,249CommonSOLE
548661107LOWLOWES COS INC$4.2M0.15%15,427CommonSOLE
782011100RSIRUSH STREET INTERACTIVE INC$4.2M0.15%385,077CommonSOLE
872540109TJXTJX COS INC NEW$4.2M0.15%35,510CommonSOLE
191216100KOCOCA COLA CO$4.2M0.15%57,575CommonSOLE
482480100KLACKLA CORP$4.2M0.15%5,360CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$4.1M0.15%8,253CommonSOLE
745867101PHMPULTE GROUP INC$4.0M0.15%28,129CommonSOLE
067901108ABXBARRICK GOLD CORP$4.0M0.15%202,547CommonSOLE
501044101KRKROGER CO$4.0M0.15%69,933CommonSOLE
N07059210ASMLASML HOLDING N V$4.0M0.15%4,793CommonSOLE
36828A101GEVGE VERNOVA INC$4.0M0.15%15,652CommonSOLE
92204A702VGTVANGUARD WORLD FD$4.0M0.14%6,753CommonSOLE
278642103EBAYEBAY INC.$4.0M0.14%60,771CommonSOLE
172967424CCITIGROUP INC$4.0M0.14%63,162CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$3.9M0.14%20,216CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$3.9M0.14%46,512CommonSOLE
038222105AMATAPPLIED MATLS INC$3.9M0.14%19,290CommonSOLE
25434V831DUHPDIMENSIONAL ETF TRUST$3.9M0.14%113,681CommonSOLE
03831W108APPAPPLOVIN CORP$3.9M0.14%29,646CommonSOLE
G5960L103MDTMEDTRONIC PLC$3.8M0.14%42,404CommonSOLE
254687106DISDISNEY WALT CO$3.8M0.14%39,822CommonSOLE
852234103XYZBLOCK INC$3.8M0.14%56,880CommonSOLE
922908637VVVANGUARD INDEX FDS$3.8M0.14%14,265CommonSOLE
81762P102NOWSERVICENOW INC$3.7M0.14%4,177CommonSOLE
125523100CITHE CIGNA GROUP$3.7M0.14%10,785CommonSOLE
464287598IWDISHARES TR$3.7M0.14%19,643CommonSOLE
595112103MUMICRON TECHNOLOGY INC$3.7M0.13%35,653CommonSOLE
743315103PGRPROGRESSIVE CORP$3.7M0.13%14,547CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$3.7M0.13%19,809CommonSOLE
911363109URIUNITED RENTALS INC$3.6M0.13%4,507CommonSOLE
G29183103ETNEATON CORP PLC$3.6M0.13%10,976CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$3.6M0.13%10,634CommonSOLE
58155Q103MCKMCKESSON CORP$3.6M0.13%7,248CommonSOLE
12685J105CABOCABLE ONE INC$3.6M0.13%10,200CommonSOLE
66987V109NVSNOVARTIS AG$3.6M0.13%30,985CommonSOLE
816851109SRESEMPRA$3.6M0.13%42,236CommonSOLE
25434V708DFACDIMENSIONAL ETF TRUST$3.5M0.13%102,956CommonSOLE
803054204SAPSAP SE$3.5M0.13%15,323CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$3.5M0.13%19,332CommonSOLE
09247X101BLKCHFBLACKROCK INC$3.5M0.13%3,638CommonSOLE
45782C888BAPRINNOVATOR ETFS TRUST$3.4M0.12%78,220CommonSOLE
893641100TDGTRANSDIGM GROUP INC$3.4M0.12%2,354CommonSOLE
438516106HONHONEYWELL INTL INC$3.3M0.12%16,027CommonSOLE
H1467J104CBCHUBB LIMITED$3.2M0.12%11,188CommonSOLE
375558103GILDGILEAD SCIENCES INC$3.2M0.12%38,399CommonSOLE
244199105DEDEERE & CO$3.2M0.12%7,653CommonSOLE
682680103OKEONEOK INC NEW$3.2M0.12%35,101CommonSOLE
907818108UNPUNION PAC CORP$3.2M0.12%12,906CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$3.2M0.11%48,607CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$3.1M0.11%60,637CommonSOLE
863667101SYKSTRYKER CORPORATION$3.1M0.11%8,611CommonSOLE
56585A102MPCMARATHON PETE CORP$3.0M0.11%18,616CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$3.0M0.11%28,879CommonSOLE
609207105MDLZMONDELEZ INTL INC$3.0M0.11%40,033CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$3.0M0.11%41,231CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$3.0M0.11%13,267CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$2.9M0.11%24,591CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$2.9M0.11%16,513CommonSOLE
74933W635TMFGRBB FD INC$2.9M0.11%91,222CommonSOLE
20825C104COPCONOCOPHILLIPS$2.9M0.10%27,372CommonSOLE
65339F101NEENEXTERA ENERGY INC$2.9M0.10%33,960CommonSOLE
040413106ANETEURARISTA NETWORKS INC$2.9M0.10%7,429CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$2.8M0.10%10,461CommonSOLE
03076C106AMPAMERIPRISE FINL INC$2.8M0.10%6,020CommonSOLE
925652109VICIVICI PPTYS INC$2.8M0.10%83,450CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$2.8M0.10%67,791CommonSOLE
92647N824CDCVICTORY PORTFOLIOS II$2.8M0.10%42,840CommonSOLE
231021106CMICUMMINS INC$2.8M0.10%8,579CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$2.7M0.10%23,120CommonSOLE
233912104DJCODAILY JOURNAL CORP$2.7M0.10%5,590CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$2.7M0.10%3,317CommonSOLE
G54950103LINLINDE PLC$2.7M0.10%5,693CommonSOLE
88579Y101MMM3M CO$2.7M0.10%19,768CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$2.7M0.10%17,938CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$2.7M0.10%5,900CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$2.6M0.10%15,665CommonSOLE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$2.6M0.10%145,370CommonSOLE
020002101ALLALLSTATE CORP$2.6M0.09%13,568CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$2.6M0.09%11,051CommonSOLE
384802104GWWGRAINGER W W INC$2.6M0.09%2,461CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$2.6M0.09%34,902CommonSOLE
369550108GDGENERAL DYNAMICS CORP$2.5M0.09%8,434CommonSOLE
053332102AZOAUTOZONE INC$2.5M0.09%808CommonSOLE
904767704UNILEVER PLC$2.5M0.09%39,079CommonSOLE
337738108FISVFISERV INC$2.5M0.09%14,022CommonSOLE
29084Q100EMEEMCOR GROUP INC$2.5M0.09%5,836CommonSOLE
46434G822EWJISHARES INC$2.5M0.09%35,105CommonSOLE
526057104LENLENNAR CORP$2.5M0.09%13,274CommonSOLE
086516101BBYBEST BUY INC$2.5M0.09%23,596CommonSOLE
693718108PCARPACCAR INC$2.4M0.09%24,728CommonSOLE
87612G101TRGPTARGA RES CORP$2.4M0.09%16,461CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$2.4M0.09%21,966CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$2.4M0.09%6,315CommonSOLE
808524607SCHASCHWAB STRATEGIC TR$2.4M0.09%46,125CommonSOLE
31428X106FDXFEDEX CORP$2.4M0.09%8,586CommonSOLE
770700102HOODROBINHOOD MKTS INC$2.4M0.09%100,527CommonSOLE
855244109SBUXSTARBUCKS CORP$2.3M0.09%24,066CommonSOLE
98978V103ZTSZOETIS INC$2.3M0.09%11,984CommonSOLE
291011104EMREMERSON ELEC CO$2.3M0.09%21,386CommonSOLE
001055102AFLAFLAC INC$2.3M0.08%20,844CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$2.3M0.08%46,333CommonSOLE
842587107SOSOUTHERN CO$2.3M0.08%25,601CommonSOLE
644535106NGDNNEW GOLD INC CDA$2.3M0.08%800,174CommonSOLE
464287671IUSGISHARES TR$2.3M0.08%17,466CommonSOLE
126650100CVSCVS HEALTH CORP$2.3M0.08%36,628CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$2.3M0.08%8,650CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$2.3M0.08%43,896CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$2.3M0.08%15,802CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$2.2M0.08%14,001CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$2.2M0.08%26,569CommonSOLE
351858105FNVFRANCO NEV CORP$2.2M0.08%17,817CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$2.2M0.08%10,949CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$2.2M0.08%3,819CommonSOLE
15101Q207CLSCELESTICA INC$2.2M0.08%42,156CommonSOLE
902973304USBUS BANCORP DEL$2.1M0.08%46,366CommonSOLE
370334104GISGENERAL MLS INC$2.1M0.08%29,000CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$2.1M0.08%13,747CommonSOLE
464287663IUSVISHARES TR$2.1M0.08%22,082CommonSOLE
701094104PHPARKER-HANNIFIN CORP$2.1M0.08%3,283CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$2.1M0.08%35,899CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$2.1M0.07%99,722CommonSOLE
464287507IJHISHARES TR$2.1M0.07%32,922CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$2.0M0.07%15,033CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$2.0M0.07%5,264CommonSOLE
032095101APHAMPHENOL CORP NEW$2.0M0.07%30,884CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$2.0M0.07%18,153CommonSOLE
97717X263DDWMWISDOMTREE TR$2.0M0.07%55,800CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$2.0M0.07%21,290CommonSOLE
83193G107SMRTSMARTRENT INC$2.0M0.07%1,154,058CommonSOLE
780259305SHELSHELL PLC$2.0M0.07%30,072CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$2.0M0.07%50,585CommonSOLE
406216101HALHALLIBURTON CO$2.0M0.07%67,765CommonSOLE
25434V799DFICDIMENSIONAL ETF TRUST$2.0M0.07%69,312CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$1.9M0.07%66,735CommonSOLE
088606108BHPBHP GROUP LTD$1.9M0.07%30,330CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$1.9M0.07%24,571CommonSOLE
55261F104MTBM & T BK CORP$1.9M0.07%10,731CommonSOLE
25434V609DFATDIMENSIONAL ETF TRUST$1.9M0.07%34,155CommonSOLE
046353108AZNNASTRAZENECA PLC$1.9M0.07%24,129CommonSOLE
45104G104IBNICICI BANK LIMITED$1.9M0.07%62,696CommonSOLE
871607107SNPSSYNOPSYS INC$1.9M0.07%3,694CommonSOLE
921946794VYMIVANGUARD WHITEHALL FDS$1.9M0.07%25,354CommonSOLE
500754106KHCKRAFT HEINZ CO$1.8M0.07%52,508CommonSOLE
253868103DLRDIGITAL RLTY TR INC$1.8M0.07%11,374CommonSOLE
278865100ECLECOLAB INC$1.8M0.07%7,166CommonSOLE
055622104BPBP PLC$1.8M0.07%57,888CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$1.8M0.07%23,220CommonSOLE
29444U700EQIXEQUINIX INC$1.8M0.07%2,036CommonSOLE
78464A409SPYGSPDR SER TR$1.8M0.07%21,785CommonSOLE
574599106MASMASCO CORP$1.8M0.07%21,521CommonSOLE
74340W103PLDPROLOGIS INC.$1.8M0.07%14,226CommonSOLE
404280406HSBCHSBC HLDGS PLC$1.8M0.07%39,566CommonSOLE
217204106CPRTCOPART INC$1.8M0.06%34,009CommonSOLE
009158106APDAIR PRODS & CHEMS INC$1.8M0.06%5,982CommonSOLE
443510607HUBBHUBBELL INC$1.8M0.06%4,158CommonSOLE
571903202MARMARRIOTT INTL INC NEW$1.8M0.06%7,157CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$1.8M0.06%8,956CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$1.8M0.06%13,093CommonSOLE
456837103INGING GROEP N.V.$1.8M0.06%97,105CommonSOLE
380237107GDDYGODADDY INC$1.8M0.06%11,229CommonSOLE
59156R108METMETLIFE INC$1.8M0.06%21,331CommonSOLE
62944T105NVRNVR INC$1.7M0.06%178CommonSOLE
233051200DBEFDBX ETF TR$1.7M0.06%41,354CommonSOLE
47103U100JSMLJANUS DETROIT STR TR$1.7M0.06%26,507CommonSOLE
654106103NKENIKE INC$1.7M0.06%19,521CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$1.7M0.06%4,696CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$1.7M0.06%6,390CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$1.7M0.06%7,069CommonSOLE
075887109BDXBECTON DICKINSON & CO$1.7M0.06%7,023CommonSOLE
540424108LLOEWS CORP$1.7M0.06%21,407CommonSOLE
90384S303ULTAULTA BEAUTY INC$1.7M0.06%4,347CommonSOLE
759530108RELXRELX PLC$1.7M0.06%35,559CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$1.7M0.06%20,956CommonSOLE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTA$1.7M0.06%153,982CommonSOLE
38059T106GFIGOLD FIELDS LTD$1.7M0.06%108,718CommonSOLE
03674X106ARANTERO RESOURCES CORP$1.7M0.06%58,027CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$1.7M0.06%93,268CommonSOLE
89832Q109TFCTRUIST FINL CORP$1.7M0.06%38,803CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$1.7M0.06%111,927CommonSOLE
767204100RIORIO TINTO PLC$1.7M0.06%23,282CommonSOLE
86562M209SMFGSUMITOMO MITSUI FINL GROUP I$1.6M0.06%128,843CommonSOLE
30161N101EXCEXELON CORP$1.6M0.06%39,459CommonSOLE
98980F104GTMZOOMINFO TECHNOLOGIES INC$1.6M0.06%153,693CommonSOLE
539439109LYGLLOYDS BANKING GROUP PLC$1.6M0.06%507,398CommonSOLE
466313103JBLJABIL INC$1.6M0.06%13,093CommonSOLE
097023105BABOEING CO$1.6M0.06%10,234CommonSOLE
969457100WMBWILLIAMS COS INC$1.6M0.06%33,960CommonSOLE
94106L109WMWASTE MGMT INC DEL$1.5M0.06%7,463CommonSOLE
37637K108GTLBGITLAB INC$1.5M0.06%29,877CommonSOLE
23331A109DHID R HORTON INC$1.5M0.06%8,030CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$1.5M0.06%5,840CommonSOLE
G0378L100AUANGLOGOLD ASHANTI PLC$1.5M0.06%56,845CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$1.5M0.05%10,191CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$1.5M0.05%2,702CommonSOLE
125269100CFCF INDS HLDGS INC$1.5M0.05%17,461CommonSOLE
26875P101EOGEOG RES INC$1.5M0.05%12,112CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$1.5M0.05%67,334CommonSOLE
921910725VSGXVANGUARD WORLD FD$1.5M0.05%23,680CommonSOLE
56501R106MFCMANULIFE FINL CORP$1.5M0.05%49,240CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$1.4M0.05%3,405CommonSOLE
92857W308VODVODAFONE GROUP PLC NEW$1.4M0.05%144,014CommonSOLE
110448107BTIBRITISH AMERN TOB PLC$1.4M0.05%38,239CommonSOLE
91913Y100VLOVALERO ENERGY CORP$1.4M0.05%10,542CommonSOLE
681919106OMCOMNICOM GROUP INC$1.4M0.05%13,641CommonSOLE
456788108INFYINFOSYS LTD$1.4M0.05%63,593CommonSOLE
88339J105TTDTHE TRADE DESK INC$1.4M0.05%12,883CommonSOLE
00123Q104AGNCAGNC INVT CORP$1.4M0.05%133,466CommonSOLE
761152107RMDRESMED INC$1.4M0.05%5,732CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$1.4M0.05%8,074CommonSOLE
45168D104IDXXIDEXX LABS INC$1.4M0.05%2,747CommonSOLE
80105N105SNYSANOFI$1.4M0.05%23,950CommonSOLE
29250N105ENBENBRIDGE INC$1.4M0.05%33,836CommonSOLE
40415F101HDBHDFC BANK LTD$1.4M0.05%21,831CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$1.4M0.05%1,296CommonSOLE
G0403H108AONAON PLC$1.4M0.05%3,930CommonSOLE
969904101WSMWILLIAMS SONOMA INC$1.3M0.05%8,703CommonSOLE
438128308HMCHONDA MOTOR LTD$1.3M0.05%42,315CommonSOLE
12572Q105CMECME GROUP INC$1.3M0.05%6,080CommonSOLE
22822V101CCICROWN CASTLE INC$1.3M0.05%11,285CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$1.3M0.05%12,613CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$1.3M0.05%16,453CommonSOLE
37045V100GMGENERAL MTRS CO$1.3M0.05%29,402CommonSOLE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$1.3M0.05%129,491CommonSOLE
704326107PAYXPAYCHEX INC$1.3M0.05%9,785CommonSOLE
871829107SYYSYSCO CORP$1.3M0.05%16,738CommonSOLE
48268K101KTKT CORP$1.3M0.05%83,771CommonSOLE
464287499IWRISHARES TR$1.3M0.05%14,735CommonSOLE
46429B697USMVISHARES TR$1.3M0.05%14,200CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$1.3M0.05%1,122CommonSOLE
30040W108ESEVERSOURCE ENERGY$1.3M0.05%18,790CommonSOLE
718546104PSXPHILLIPS 66$1.3M0.05%9,694CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$1.3M0.05%4,378CommonSOLE
126408103CSXCSX CORP$1.3M0.05%36,560CommonSOLE
219350105GLWCORNING INC$1.3M0.05%27,928CommonSOLE
55354G100MSCIMSCI INC$1.3M0.05%2,157CommonSOLE
G87052109TELTE CONNECTIVITY PLC$1.2M0.05%8,237CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$1.2M0.04%33,955CommonSOLE
464288828IHFISHARES TR$1.2M0.04%21,450CommonSOLE
256135203RDYDR REDDYS LABS LTD$1.2M0.04%15,398CommonSOLE
82509L107SHOPSHOPIFY INC$1.2M0.04%15,248CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$1.2M0.04%10,537CommonSOLE
464287184FXIISHARES TR$1.2M0.04%38,125CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$1.2M0.04%13,582CommonSOLE
946760105CLMBCLIMB GLOBAL SOLUTIONS INC$1.2M0.04%12,068CommonSOLE
929740108WABWABTEC$1.2M0.04%6,604CommonSOLE
12514G108CDWCDW CORP$1.2M0.04%5,199CommonSOLE
052769106ADSKAUTODESK INC$1.2M0.04%4,266CommonSOLE
744320102PRUPRUDENTIAL FINL INC$1.2M0.04%9,679CommonSOLE
G25508105CRHCRH PLC$1.2M0.04%12,543CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$1.2M0.04%23,132CommonSOLE
64110D104NTAPNETAPP INC$1.2M0.04%9,348CommonSOLE
58733R102MELIMERCADOLIBRE INC$1.2M0.04%561CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$1.1M0.04%7,716CommonSOLE
892331307TMTOYOTA MOTOR CORP$1.1M0.04%6,415CommonSOLE
458140100INTCINTEL CORP$1.1M0.04%48,771CommonSOLE
78464A763SDYSPDR SER TR$1.1M0.04%8,044CommonSOLE
46434G764EMXCISHARES INC$1.1M0.04%18,641CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$1.1M0.04%10,847CommonSOLE
806857108SLBSCHLUMBERGER LTD$1.1M0.04%26,712CommonSOLE
443201108HWMHOWMET AEROSPACE INC$1.1M0.04%11,179CommonSOLE
857477103STTSTATE STR CORP$1.1M0.04%12,659CommonSOLE
48241A105KBKB FINL GROUP INC$1.1M0.04%18,078CommonSOLE
88146M101TRNOTERRENO RLTY CORP$1.1M0.04%16,519CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$1.1M0.04%3,056CommonSOLE
98419M100XYLXYLEM INC$1.1M0.04%8,230CommonSOLE
639057207NWGNATWEST GROUP PLC$1.1M0.04%118,282CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$1.1M0.04%3,921CommonSOLE
46429B598INDAISHARES TR$1.1M0.04%18,734CommonSOLE
009066101ABNBAIRBNB INC$1.1M0.04%8,634CommonSOLE
95040Q104WELLWELLTOWER INC$1.1M0.04%8,529CommonSOLE
55336V100MPLXMPLX LP$1.1M0.04%24,525CommonSOLE
858119100STLDSTEEL DYNAMICS INC$1.1M0.04%8,499CommonSOLE
615394202MOG/AMOOG INC$1.1M0.04%5,313CommonSOLE
464288760ITAISHARES TR$1.1M0.04%7,157CommonSOLE
759509102RSRELIANCE INC$1.1M0.04%3,670CommonSOLE
910873405UMCUNITED MICROELECTRONICS CORP$1.1M0.04%126,020CommonSOLE
12504L109CBRECBRE GROUP INC$1.1M0.04%8,435CommonSOLE
92556V106VTRSVIATRIS INC$1.0M0.04%90,195CommonSOLE
97651M109WITWIPRO LTD$1.0M0.04%160,470CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$1.0M0.04%1,923CommonSOLE
25434V724DFUVDIMENSIONAL ETF TRUST$1.0M0.04%24,741CommonSOLE
09260D107BXBLACKSTONE INC$1.0M0.04%6,734CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$1.0M0.04%6,461CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$1.0M0.04%27,794CommonSOLE
579780206MKCMCCORMICK & CO INC$1.0M0.04%12,402CommonSOLE
336433107FSLRFIRST SOLAR INC$1.0M0.04%4,070CommonSOLE
09073M104TECHBIO-TECHNE CORP$1.0M0.04%12,622CommonSOLE
16411R208LNGCHENIERE ENERGY INC$1.0M0.04%5,581CommonSOLE
150870103CECELANESE CORP DEL$1.0M0.04%7,371CommonSOLE
778296103ROSTROSS STORES INC$999,3520.04%6,639CommonSOLE
690742101OCOWENS CORNING NEW$979,3390.04%5,548CommonSOLE
46138J775POWAINVESCO EXCH TRD SLF IDX FD$972,6800.04%11,458CommonSOLE
565849106MRO*MARATHON OIL CORP$971,3560.04%36,476CommonSOLE
760759100RSGREPUBLIC SVCS INC$969,7060.04%4,828CommonSOLE
03524A108BUDANHEUSER BUSCH INBEV SA/NV$965,7430.04%14,568CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$947,8210.03%6,756CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$945,8720.03%3,670CommonSOLE
78349D107RXSTRXSIGHT INC$937,2420.03%18,961CommonSOLE
260557103DOWDOW INC$936,0410.03%17,134CommonSOLE
922908595VBKVANGUARD INDEX FDS$935,3940.03%3,498CommonSOLE
366651107ITGARTNER INC$934,4650.03%1,844CommonSOLE
504922105LHLABCORP HOLDINGS INC$927,4850.03%4,150CommonSOLE
136385101CNQCANADIAN NAT RES LTD$913,9580.03%27,183CommonSOLE
780087102RYROYAL BK CDA$910,0670.03%7,296CommonSOLE
496902404KGCKINROSS GOLD CORP$906,2730.03%96,824CommonSOLE
15135B101CNCCENTENE CORP DEL$900,2740.03%11,959CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$900,1300.03%5,097CommonSOLE
896239100TRMBTRIMBLE INC$898,3800.03%14,469CommonSOLE
05964H105SANBANCO SANTANDER S.A.$897,7180.03%176,023CommonSOLE
00215W100ASXASE TECHNOLOGY HLDG CO LTD$894,8750.03%91,688CommonSOLE
85472N109STNSTANTEC INC$893,5500.03%11,091CommonSOLE
697900108PAASPAN AMERN SILVER CORP$892,9020.03%42,784CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$889,8220.03%11,529CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$888,1660.03%4,113CommonSOLE
45687V106IRINGERSOLL RAND INC$883,6510.03%9,002CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$883,1390.03%7,957CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$877,1520.03%476CommonSOLE
205887102CAGCONAGRA BRANDS INC$877,0970.03%26,971CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$869,3420.03%10,474CommonSOLE
25243Q205DEODIAGEO PLC$866,9130.03%6,063CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$865,6750.03%22,948CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$862,8650.03%9,827CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$857,7980.03%6,528CommonSOLE
N3167Y103RACEFERRARI N V$856,5060.03%1,823CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$851,9280.03%3,696CommonSOLE
69374H881COWZPACER FDS TR$851,5950.03%14,663CommonSOLE
615111101ONTMONTROSE ENVIRONMENTAL GROUP$841,6000.03%32,000CommonSOLE
G8473T100STESTERIS PLC$838,7400.03%3,458CommonSOLE
28414H103ELANELANCO ANIMAL HEALTH INC$838,5050.03%57,080CommonSOLE
33734H106FVDFIRST TR VALUE LINE DIVID IN$834,1960.03%18,338CommonSOLE
25434V716DFSUDIMENSIONAL ETF TRUST$823,9090.03%22,160CommonSOLE
453038408IMOIMPERIAL OIL LTD$823,8100.03%11,626CommonSOLE
570535104MKLMARKEL GROUP INC$821,9360.03%524CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$821,7060.03%9,590CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$816,0330.03%2,518CommonSOLE
65473P105NINISOURCE INC$815,4010.03%23,532CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$814,6220.03%4,225CommonSOLE
49177J102KVUEKENVUE INC$813,9680.03%35,191CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$808,1830.03%16,054CommonSOLE
83304A106SNAPSNAP INC$804,6190.03%75,198CommonSOLE
464287721IYWISHARES TR$803,7380.03%5,301CommonSOLE
682189105ONON SEMICONDUCTOR CORP$799,3060.03%11,008CommonSOLE
48251W104KKRKKR & CO INC$798,1100.03%6,112CommonSOLE
073685109BECNUSDBEACON ROOFING SUPPLY INC$789,3650.03%9,133CommonSOLE
31810T101FINVFINVOLUTION GROUP$788,5060.03%127,590CommonSOLE
32055Y201FIBKFIRST INTST BANCSYSTEM INC$786,9450.03%25,650CommonSOLE
381430529GBILGOLDMAN SACHS ETF TR$786,6750.03%7,844CommonSOLE
422704106HLHECLA MNG CO$785,3320.03%117,741CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$783,2850.03%2,917CommonSOLE
301505707ROBOEXCHANGE TRADED CONCEPTS TRU$782,3160.03%13,708CommonSOLE
344419106FMXFOMENTO ECONOMICO MEXICANO S$780,3910.03%7,905CommonSOLE
444859102HUMHUMANA INC$773,8590.03%2,436CommonSOLE
025072877AVUVAMERICAN CENTY ETF TR$768,0780.03%8,004CommonSOLE
285512109EAELECTRONIC ARTS INC$764,7800.03%5,331CommonSOLE
37733W204GSKGSK PLC$764,2730.03%18,518CommonSOLE
49714P108KNSLKINSALE CAP GROUP INC$756,8870.03%1,625CommonSOLE
693506107PPGPPG INDS INC$754,4970.03%5,696CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$751,4900.03%12,627CommonSOLE
98138H101WDAYWORKDAY INC$744,4730.03%3,046CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$743,9970.03%7,251CommonSOLE
880770102TERTERADYNE INC$743,3120.03%5,550CommonSOLE
197236102COLBCOLUMBIA BKG SYS INC$740,7790.03%28,371CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$737,6090.03%6,023CommonSOLE
87936R205VIVTELEFONICA BRASIL SA$736,7490.03%71,738CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$733,3540.03%14,057CommonSOLE
91529Y106UNMUNUM GROUP$731,5880.03%12,308CommonSOLE
46137V647PSIINVESCO EXCHANGE TRADED FD T$722,6810.03%12,564CommonSOLE
H11356104BGBUNGE GLOBAL SA$722,1090.03%7,472CommonSOLE
025072604AVEMAMERICAN CENTY ETF TR$721,9050.03%11,175CommonSOLE
90138F102TWLOTWILIO INC$719,8980.03%11,038CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$718,2330.03%4,376CommonSOLE
25434V823DFARDIMENSIONAL ETF TRUST$715,8940.03%27,921CommonSOLE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$713,3660.03%12,044CommonSOLE
46266C105IQVIQVIA HLDGS INC$711,6210.03%3,003CommonSOLE
29364G103ETRENTERGY CORP NEW$695,0390.03%5,281CommonSOLE
441593100HLIHOULIHAN LOKEY INC$691,9380.03%4,378CommonSOLE
37954Y673PAVEGLOBAL X FDS$687,9890.03%16,715CommonSOLE
808524763FNDASCHWAB STRATEGIC TR$687,4380.03%11,540CommonSOLE
670346105NUENUCOR CORP$686,6330.02%4,550CommonSOLE
45765U103NSITINSIGHT ENTERPRISES INC$686,2330.02%3,186CommonSOLE
30034W106EVRGEVERGY INC$680,8700.02%10,980CommonSOLE
61945C103MOSMOSAIC CO NEW$679,1640.02%25,360CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$678,3930.02%3,402CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$673,8650.02%6,023CommonSOLE
549498103CCIVGBPLUCID GROUP INC$670,5620.02%189,961CommonSOLE
46434G772EWTISHARES INC$669,8730.02%12,435CommonSOLE
722304102PDDPDD HOLDINGS INC$666,5950.02%4,944CommonSOLE
124805102CBZCBIZ INC$666,1710.02%9,900CommonSOLE
46434V449IMTMISHARES TR$659,3250.02%16,328CommonSOLE
25434V765DIHPDIMENSIONAL ETF TRUST$658,2070.02%23,762CommonSOLE
464287515IGVISHARES TR$656,6010.02%7,347CommonSOLE
11271J107BNBROOKFIELD CORP$655,4480.02%12,332CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$655,3690.02%437CommonSOLE
832696405SJMSMUCKER J M CO$653,5770.02%5,397CommonSOLE

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.