MondegarAI
BROWN ADVISORY INC

Q1 2025 · 13F-HR

BROWN ADVISORY INCholdings as filed

Filed 2025-04-30 · accession 0001085146-25-002448

$69.97B
Reported value
1,322
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 1322

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$4.29B6.14%11,438,421CommonSOLE
023135106AMZNAMAZON COM INC$2.55B3.65%13,410,845CommonSOLE
92826C839VVISA INC$2.39B3.41%6,817,872CommonSOLE
461202103INTUINTUIT$2.11B3.02%3,444,600CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.98B2.83%18,292,195CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$1.74B2.49%3,182,615CommonSOLE
02079K107GOOGALPHABET INC$1.49B2.13%9,531,159CommonSOLE
743315103PGRPROGRESSIVE CORP$1.38B1.98%4,888,372CommonSOLE
48251W104KKRKKR & CO INC$1.19B1.71%10,333,092CommonSOLE
369604301GEGE AEROSPACE$1.19B1.70%5,946,765CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$1.19B1.70%19,300,527CommonSOLE
02079K305GOOGLALPHABET INC$1.05B1.50%6,798,912CommonSOLE
00775Y322BAFEADVISORS INNER CIRCLE FD III$1.04B1.48%43,083,755CommonSOLE
81762P102NOWSERVICENOW INC$1.02B1.45%1,277,277CommonSOLE
037833100AAPLAPPLE INC$1.01B1.44%4,545,975CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$990.3M1.42%13,591,949CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$963.2M1.38%2,789,959CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$813.1M1.16%1,641,753CommonSOLE
052769106ADSKAUTODESK INC$782.0M1.12%2,987,047CommonSOLE
98138H101WDAYWORKDAY INC$774.3M1.11%3,315,804CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$770.9M1.10%4,644,238CommonSOLE
235851102DHRDANAHER CORPORATION$767.3M1.10%3,743,137CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$731.7M1.05%3,268,478CommonSOLE
98978V103ZTSZOETIS INC$725.9M1.04%4,408,542CommonSOLE
464287200IVVISHARES TR$717.8M1.03%1,277,502CommonSOLE
92338C103VLTOVERALTO CORP$650.0M0.93%6,670,467CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$649.4M0.93%2,553,492CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$613.3M0.88%9,673,979CommonSOLE
268150109DTDYNATRACE INC$600.1M0.86%12,726,554CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$594.6M0.85%1,116,367CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$592.4M0.85%8,173,833CommonSOLE
30303M102METAMETA PLATFORMS INC$576.1M0.82%999,633CommonSOLE
482480100KLACKLA CORP$547.5M0.78%805,404CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$541.5M0.77%933,625CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$540.3M0.77%3,685,608CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$539.1M0.77%117,028CommonSOLE
009066101ABNBAIRBNB INC$522.3M0.75%4,372,423CommonSOLE
922908769VTIVANGUARD INDEX FDS$517.0M0.74%1,881,221CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$515.7M0.74%545,260CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$512.2M0.73%1,720,965CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$505.2M0.72%6,454,052CommonSOLE
23804L103DDOGDATADOG INC$481.5M0.69%4,853,012CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$472.9M0.68%950,308CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$460.0M0.66%9,161,761CommonSOLE
053332102AZOAUTOZONE INC$451.5M0.65%118,422CommonSOLE
88339J105TTDTHE TRADE DESK INC$443.4M0.63%8,102,294CommonSOLE
278865100ECLECOLAB INC$432.7M0.62%1,706,589CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$389.6M0.56%2,431,492CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$365.0M0.52%696,976CommonSOLE
55354G100MSCIMSCI INC$362.3M0.52%640,642CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$353.9M0.51%632,584CommonSOLE
40415F101HDBHDFC BANK LTD$316.7M0.45%4,767,454CommonSOLE
615369105MCOMOODYS CORP$316.0M0.45%678,507CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$306.3M0.44%1,248,663CommonSOLE
109194100BFAMBRIGHT HORIZONS FAM SOL IN D$296.3M0.42%2,332,570CommonSOLE
N07059210ASMLASML HOLDING N V$292.0M0.42%440,728CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$291.0M0.42%1,491,097CommonSOLE
78409V104SPGIS&P GLOBAL INC$287.9M0.41%566,717CommonSOLE
G0176J109ALLEALLEGION PLC$279.4M0.40%2,141,492CommonSOLE
172908105CTASCINTAS CORP$268.4M0.38%1,305,783CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$260.4M0.37%1,144,390CommonSOLE
64110L106NFLXNETFLIX INC$252.7M0.36%270,958CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$245.8M0.35%703,956CommonSOLE
893641100TDGTRANSDIGM GROUP INC$242.7M0.35%175,475CommonSOLE
22160N109CSGPCOSTAR GROUP INC$239.5M0.34%3,022,692CommonSOLE
452327109ILMNILLUMINA INC$230.8M0.33%2,909,228CommonSOLE
30231G102XOMEXXON MOBIL CORP$221.7M0.32%1,864,253CommonSOLE
337738108FISVFISERV INC$200.7M0.29%908,947CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$198.9M0.28%107,248CommonSOLE
872590104TMUST-MOBILE US INC$186.9M0.27%700,613CommonSOLE
911363109URIUNITED RENTALS INC$185.9M0.27%296,621CommonSOLE
036752103ELVELEVANCE HEALTH INC$185.0M0.26%425,326CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$180.2M0.26%1,540,442CommonSOLE
00287Y109ABBVABBVIE INC$175.7M0.25%838,653CommonSOLE
09260D107BXBLACKSTONE INC$175.6M0.25%1,256,274CommonSOLE
42226A107HQYHEALTHEQUITY INC$170.8M0.24%1,932,930CommonSOLE
872540109TJXTJX COS INC NEW$168.4M0.24%1,382,915CommonSOLE
G6564A105NOMDNOMAD FOODS LTD$165.9M0.24%8,442,222CommonSOLE
12510Q100CCCCCC INTELLIGENT SOLUTIONS HL$165.7M0.24%18,346,792CommonSOLE
464287655IWMISHARES TR$163.6M0.23%820,110CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$162.0M0.23%1,863,278CommonSOLE
478160104JNJJOHNSON & JOHNSON$161.9M0.23%976,381CommonSOLE
743606105PBPROSPERITY BANCSHARES INC$160.1M0.23%2,243,241CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$159.2M0.23%918,979CommonSOLE
548661107LOWLOWES COS INC$158.2M0.23%678,356CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$158.1M0.23%198CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$157.5M0.23%467,613CommonSOLE
147528103CASYCASEYS GEN STORES INC$153.8M0.22%354,398CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$153.7M0.22%792,142CommonSOLE
922908363VOOVANGUARD INDEX FDS$150.8M0.22%293,479CommonSOLE
742718109PGPROCTER AND GAMBLE CO$145.2M0.21%852,216CommonSOLE
675232102OIIOCEANEERING INTL INC$142.8M0.20%6,545,919CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$142.0M0.20%747,283CommonSOLE
060505104BACBANK AMERICA CORP$140.7M0.20%3,372,376CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$140.7M0.20%1,531,178CommonSOLE
15872M104APY1EURCHAMPIONX CORPORATION$139.9M0.20%4,693,158CommonSOLE
29261A100EHCENCOMPASS HEALTH CORP$135.8M0.19%1,340,720CommonSOLE
920253101VMIVALMONT INDS INC$132.6M0.19%464,574CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$129.6M0.19%3,347,712CommonSOLE
464287614IWFISHARES TR$123.2M0.18%341,269CommonSOLE
922475108VEEVVEEVA SYS INC$119.3M0.17%514,929CommonSOLE
437076102HDHOME DEPOT INC$116.9M0.17%318,867CommonSOLE
58933Y105MRKMERCK & CO INC$115.7M0.17%1,289,465CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$115.7M0.17%1,202,938CommonSOLE
00724F101ADBEADOBE INC$115.2M0.16%300,334CommonSOLE
032654105ADIANALOG DEVICES INC$114.0M0.16%565,310CommonSOLE
09073M104TECHBIO-TECHNE CORP$112.1M0.16%1,912,377CommonSOLE
147448104CWSTCASELLA WASTE SYS INC$111.5M0.16%999,655CommonSOLE
G0260P102ASAMER SPORTS INC$110.8M0.16%4,143,373CommonSOLE
29355X107NPOENPRO INC$109.0M0.16%673,621CommonSOLE
11276H106BIPCBROOKFIELD INFRASTRUCTURE CO$107.7M0.15%2,984,279CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$105.9M0.15%511,050CommonSOLE
60646V105MCWMISTER CAR WASH INC$104.9M0.15%13,291,516CommonSOLE
368736104GNRCGENERAC HLDGS INC$102.9M0.15%812,259CommonSOLE
19239V302CCOICOGENT COMMUNICATIONS HLDGS$102.5M0.15%1,671,470CommonSOLE
609207105MDLZMONDELEZ INTL INC$102.0M0.15%1,503,137CommonSOLE
85423L103SAROSTANDARDAERO INC$102.0M0.15%3,827,499CommonSOLE
116794108BRKRBRUKER CORP$100.6M0.14%2,410,137CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$99.0M0.14%895,542CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$99.0M0.14%317,225CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$97.8M0.14%1,612,768CommonSOLE
71944F106PHRPHREESIA INC$96.4M0.14%3,770,480CommonSOLE
231561101CWCURTISS WRIGHT CORP$96.2M0.14%303,127CommonSOLE
G31249108ESTAESTABLISHMENT LABS HLDGS INC$93.6M0.13%2,293,203CommonSOLE
29362U104ENTGENTEGRIS INC$91.0M0.13%1,040,517CommonSOLE
532457108LLYELI LILLY & CO$89.2M0.13%107,981CommonSOLE
277276101EGPEASTGROUP PPTYS INC$87.0M0.12%494,065CommonSOLE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$83.5M0.12%370,717CommonSOLE
464287804IJRISHARES TR$81.0M0.12%774,671CommonSOLE
05969A105TBBKBANCORP INC DEL$80.7M0.12%1,526,595CommonSOLE
60471A101MIRMIRION TECHNOLOGIES INC$80.6M0.12%5,560,461CommonSOLE
760125104RTORENTOKIL INITIAL PLC$80.2M0.11%3,500,919CommonSOLE
136375102CNICANADIAN NATL RY CO$79.1M0.11%811,344CommonSOLE
03076C106AMPAMERIPRISE FINL INC$77.0M0.11%159,111CommonSOLE
624758108MWAMUELLER WTR PRODS INC$77.0M0.11%3,028,205CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$75.6M0.11%247,336CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$74.9M0.11%399,690CommonSOLE
025816109AXPAMERICAN EXPRESS CO$73.7M0.11%273,835CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS$72.4M0.10%1,233,368CommonSOLE
91347P105OLEDUNIVERSAL DISPLAY CORP$72.3M0.10%518,549CommonSOLE
87422Q109TLNTALEN ENERGY CORP$71.1M0.10%356,022CommonSOLE
78463V107GLDSPDR GOLD TR$70.4M0.10%244,228CommonSOLE
537008104LFUSLITTELFUSE INC$69.0M0.10%350,743CommonSOLE
002824100ABTABBOTT LABS$68.7M0.10%518,150CommonSOLE
27627N105EBCEASTERN BANKSHARES INC$68.6M0.10%4,180,377CommonSOLE
343412102FLRFLUOR CORP NEW$67.3M0.10%1,879,761CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$66.2M0.09%266,145CommonSOLE
63001N106NATLNCR ATLEOS CORPORATION$65.4M0.09%2,481,000CommonSOLE
92204A702VGTVANGUARD WORLD FD$65.2M0.09%120,216CommonSOLE
17275R102CSCOCISCO SYS INC$64.9M0.09%1,052,444CommonSOLE
26969P108EXPEAGLE MATLS INC$64.6M0.09%291,178CommonSOLE
98983L108ZWSZURN ELKAY WATER SOLNS CORP$63.9M0.09%1,937,789CommonSOLE
82982T106SITMSITIME CORP$63.7M0.09%416,975CommonSOLE
553498106MSAMSA SAFETY INC$63.6M0.09%433,352CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$63.1M0.09%352,165CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$63.0M0.09%118,178CommonSOLE
82982L103SITESITEONE LANDSCAPE SUPPLY INC$62.8M0.09%516,821CommonSOLE
48282T104KAIKADANT INC$62.6M0.09%185,784CommonSOLE
887389104TKRTIMKEN CO$62.6M0.09%870,493CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$62.6M0.09%1,382,036CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$62.4M0.09%392,966CommonSOLE
904767704UNILEVER PLC$61.9M0.09%1,040,191CommonSOLE
808524102SCHBSCHWAB STRATEGIC TR$60.7M0.09%2,820,110CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$59.7M0.09%296,059CommonSOLE
680033107ONBOLD NATL BANCORP IND$58.7M0.08%2,770,907CommonSOLE
49456W105KLCKINDERCARE LEARNING COMPANIE$58.5M0.08%5,047,433CommonSOLE
302941109FCNFTI CONSULTING INC$57.3M0.08%349,222CommonSOLE
806857108SLBSCHLUMBERGER LTD$56.9M0.08%1,361,820CommonSOLE
191216100KOCOCA COLA CO$56.2M0.08%785,066CommonSOLE
20030N101CMCSACOMCAST CORP NEW$55.9M0.08%1,513,995CommonSOLE
25434V500DFASDIMENSIONAL ETF TRUST$55.4M0.08%927,961CommonSOLE
464287598IWDISHARES TR$55.1M0.08%292,615CommonSOLE
359694106FULFULLER H B CO$54.9M0.08%978,727CommonSOLE
G54950103LINLINDE PLC$54.9M0.08%117,861CommonSOLE
464287465EFAISHARES TR$54.8M0.08%670,417CommonSOLE
464288257ACWIISHARES TR$54.4M0.08%467,280CommonSOLE
671044105OSISOSI SYSTEMS INC$54.2M0.08%278,790CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$53.5M0.08%390,705CommonSOLE
968223206WLYWILEY JOHN & SONS INC$52.8M0.08%1,184,954CommonSOLE
713448108PEPPEPSICO INC$52.8M0.08%352,055CommonSOLE
68278B107K4FONESTREAM INC$52.2M0.07%2,444,897CommonSOLE
09627Y1092655787DBLUEPRINT MEDICINES CORP$51.5M0.07%581,864CommonSOLE
457669307INSMINSMED INC$51.3M0.07%672,450CommonSOLE
45168D104IDXXIDEXX LABS INC$50.0M0.07%119,169CommonSOLE
G81276100SIGSIGNET JEWELERS LIMITED$49.2M0.07%846,927CommonSOLE
48238T109OPLNOPENLANE INC$48.9M0.07%2,538,477CommonSOLE
46434G103IEMGISHARES INC$48.4M0.07%897,657CommonSOLE
736508847PORPORTLAND GEN ELEC CO$48.4M0.07%1,085,699CommonSOLE
410867105THGHANOVER INS GROUP INC$47.9M0.07%275,629CommonSOLE
78473E103SPXCSPX TECHNOLOGIES INC$47.9M0.07%371,653CommonSOLE
835495102SONSONOCO PRODS CO$47.8M0.07%1,011,463CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$47.1M0.07%502,981CommonSOLE
464287622IWBISHARES TR$47.0M0.07%153,237CommonSOLE
G0585R106AGOASSURED GUARANTY LTD$46.6M0.07%529,441CommonSOLE
29670E107EPRTESSENTIAL PPTYS RLTY TR INC$45.8M0.07%1,402,458CommonSOLE
880345103TNCTENNANT CO$45.3M0.06%568,138CommonSOLE
260003108DOVDOVER CORP$45.2M0.06%257,424CommonSOLE
825704109SIBNSI-BONE INC$44.7M0.06%3,187,398CommonSOLE
980745103WWDWOODWARD INC$44.6M0.06%244,509CommonSOLE
552848103MTGMGIC INVT CORP WIS$44.5M0.06%1,796,456CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$44.4M0.06%268,516CommonSOLE
580135101MCDMCDONALDS CORP$44.4M0.06%142,018CommonSOLE
440327104HMNHORACE MANN EDUCATORS CORP N$44.2M0.06%1,034,482CommonSOLE
23282W605CYTKCYTOKINETICS INC$43.7M0.06%1,086,300CommonSOLE
45167R104IEXIDEX CORP$42.8M0.06%236,697CommonSOLE
G9618E107WTMWHITE MTNS INS GROUP LTD$42.5M0.06%22,076CommonSOLE
929328102WSFSWSFS FINL CORP$41.9M0.06%807,802CommonSOLE
626755102MUSAMURPHY USA INC$41.6M0.06%88,600CommonSOLE
74346Y103PROPROS HOLDINGS INC$41.6M0.06%2,186,692CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$41.5M0.06%816,119CommonSOLE
000360206AAONAAON INC$41.2M0.06%527,075CommonSOLE
739276103POWIPOWER INTEGRATIONS INC$41.2M0.06%815,306CommonSOLE
68752L100KIDSORTHOPEDIATRICS CORP$40.1M0.06%1,628,747CommonSOLE
855244109SBUXSTARBUCKS CORP$39.8M0.06%406,177CommonSOLE
53228F101LFSTLIFESTANCE HEALTH GROUP INC$38.8M0.06%5,822,615CommonSOLE
607828100MODMODINE MFG CO$38.6M0.06%502,541CommonSOLE
79466L302CRMSALESFORCE INC$38.5M0.05%143,348CommonSOLE
75513E101RTXRTX CORPORATION$37.9M0.05%286,142CommonSOLE
11135F101AVGOBROADCOM INC$37.8M0.05%225,608CommonSOLE
185123106CWANCLEARWATER ANALYTICS HLDGS I$37.7M0.05%1,407,040CommonSOLE
031162100AMGNAMGEN INC$37.5M0.05%120,449CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$37.3M0.05%171,418CommonSOLE
45688C107NGVTINGEVITY CORP$37.2M0.05%938,820CommonSOLE
464287887IJTISHARES TR$36.9M0.05%296,371CommonSOLE
69478X105LF2PACIFIC PREMIER BANCORP$36.8M0.05%1,725,695CommonSOLE
64049M209NEONEOGENOMICS INC$36.7M0.05%3,871,964CommonSOLE
98585X104YETIYETI HLDGS INC$35.7M0.05%1,077,716CommonSOLE
505743104LADRLADDER CAP CORP$35.6M0.05%3,118,417CommonSOLE
44891N208IACIAC INC$35.6M0.05%774,119CommonSOLE
12685J105CABOCABLE ONE INC$35.0M0.05%131,576CommonSOLE
62886E108VYXNCR VOYIX CORPORATION$34.9M0.05%3,578,849CommonSOLE
931142103WMTWALMART INC$34.6M0.05%393,627CommonSOLE
929160109VMCVULCAN MATLS CO$34.4M0.05%147,462CommonSOLE
166764100CVXCHEVRON CORP NEW$34.4M0.05%205,370CommonSOLE
422806109HEIHEICO CORP NEW$34.1M0.05%127,795CommonSOLE
L72967109OECORION S.A.$34.1M0.05%2,638,320CommonSOLE
40145W101GRDNGUARDIAN PHARMACY SVCS INC$34.1M0.05%1,602,824CommonSOLE
G8060N102STSENSATA TECHNOLOGIES HLDG PL$33.9M0.05%1,396,402CommonSOLE
46429B267GOVTISHARES TR$33.8M0.05%1,468,560CommonSOLE
68389X105ORCLORACLE CORP$33.7M0.05%240,946CommonSOLE
49177J102KVUEKENVUE INC$33.5M0.05%1,397,061CommonSOLE
25401T603DBRGDIGITALBRIDGE GROUP INC$32.6M0.05%3,692,895CommonSOLE
46432F842IEFAISHARES TR$32.0M0.05%422,599CommonSOLE
11040G103VTOLBRISTOW GROUP INC$31.9M0.05%1,009,740CommonSOLE
518415104LSCCLATTICE SEMICONDUCTOR CORP$31.7M0.05%604,167CommonSOLE
45768S105IOSPINNOSPEC INC$31.2M0.04%329,415CommonSOLE
375558103GILDGILEAD SCIENCES INC$30.7M0.04%273,901CommonSOLE
33767E202FSVFIRSTSERVICE CORP NEW$30.5M0.04%183,930CommonSOLE
G4863A108BRSLINTERNATIONAL GAME TECHNOLOG$30.4M0.04%1,870,080CommonSOLE
441593100HLIHOULIHAN LOKEY INC$30.3M0.04%187,791CommonSOLE
172967424CCITIGROUP INC$30.2M0.04%424,940CommonSOLE
464287648IWOISHARES TR$30.0M0.04%117,482CommonSOLE
922908744VTVVANGUARD INDEX FDS$29.4M0.04%170,178CommonSOLE
32055Y201FIBKFIRST INTST BANCSYSTEM INC$29.1M0.04%1,017,252CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$28.7M0.04%1,004,855CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$28.6M0.04%576,478CommonSOLE
149123101CATCATERPILLAR INC$28.4M0.04%86,206CommonSOLE
922908751VBVANGUARD INDEX FDS$28.2M0.04%127,354CommonSOLE
25432X102DCOMDIME CMNTY BANCSHARES INC$27.8M0.04%997,980CommonSOLE
03783C100APPFAPPFOLIO INC$27.8M0.04%126,419CommonSOLE
05350V106AVNSAVANOS MED INC$27.7M0.04%1,931,163CommonSOLE
761624105REXREX AMERICAN RES CORP$27.6M0.04%735,300CommonSOLE
012348108AINALBANY INTL CORP$27.4M0.04%396,953CommonSOLE
88362T103THRTHERMON GROUP HLDGS INC$27.1M0.04%973,943CommonSOLE
464287499IWRISHARES TR$27.1M0.04%318,651CommonSOLE
922908736VUGVANGUARD INDEX FDS$26.9M0.04%72,641CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$26.9M0.04%288,072CommonSOLE
88339Y102EAGL2023 ETF SERIES TRUST$26.7M0.04%952,170CommonSOLE
505336107LZBLA Z BOY INC$26.7M0.04%681,889CommonSOLE
H1467J104CBCHUBB LIMITED$26.3M0.04%86,955CommonSOLE
224441105CXTCRANE NXT CO$26.0M0.04%505,066CommonSOLE
829073105SSDSIMPSON MFG INC$26.0M0.04%165,209CommonSOLE
464287630IWNISHARES TR$25.9M0.04%171,821CommonSOLE
G25508105CRHCRH PLC$25.8M0.04%293,170CommonSOLE
718172109PMPHILIP MORRIS INTL INC$25.7M0.04%162,212CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$25.7M0.04%221,896CommonSOLE
254687106DISDISNEY WALT CO$25.7M0.04%260,337CommonSOLE
G5960L103MDTMEDTRONIC PLC$25.4M0.04%282,944CommonSOLE
00404A109ACHCACADIA HEALTHCARE COMPANY IN$25.1M0.04%828,659CommonSOLE
82983N108SB9SITIO ROYALTIES CORP$24.9M0.04%1,254,456CommonSOLE
579780206MKCMCCORMICK & CO INC$24.9M0.04%301,946CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$24.6M0.04%329,325CommonSOLE
464287440IEFISHARES TR$24.6M0.04%257,862CommonSOLE
G1110E107BHVNBIOHAVEN LTD$24.5M0.04%1,020,117CommonSOLE
126501105CTSCTS CORP$24.5M0.03%588,647CommonSOLE
374297109GTYGETTY RLTY CORP NEW$24.3M0.03%778,816CommonSOLE
032095101APHAMPHENOL CORP NEW$24.1M0.03%367,947CommonSOLE
922908629VOVANGUARD INDEX FDS$24.1M0.03%93,286CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$24.1M0.03%174,862CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$23.9M0.03%140,269CommonSOLE
127203107WHDCACTUS INC$23.9M0.03%521,469CommonSOLE
46090E103QQQINVESCO QQQ TR$23.9M0.03%50,884CommonSOLE
244199105DEDEERE & CO$23.8M0.03%50,609CommonSOLE
717081103PFEPFIZER INC$23.8M0.03%937,289CommonSOLE
78464A870XBISPDR SER TR$23.7M0.03%291,801CommonSOLE
33748L101FWRGFIRST WATCH RESTAURANT GROUP$23.6M0.03%1,416,481CommonSOLE
811707801SBCFSEACOAST BKG CORP FLA$23.5M0.03%914,566CommonSOLE
709789101PEBOPEOPLES BANCORP INC$23.4M0.03%788,587CommonSOLE
92936U109WPCWP CAREY INC$23.2M0.03%367,107CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$22.9M0.03%306,192CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$22.5M0.03%45,237CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$22.4M0.03%510,537CommonSOLE
23128Q101CURBCURBLINE PPTYS CORP$22.2M0.03%917,903CommonSOLE
34959J108FTVFORTIVE CORP$22.1M0.03%301,789CommonSOLE
66987V109NVSNOVARTIS AG$21.6M0.03%194,167CommonSOLE
92243G108PCVXVAXCYTE INC$21.5M0.03%570,258CommonSOLE
89055F103BLDTOPBUILD CORP$21.3M0.03%69,811CommonSOLE
571903202MARMARRIOTT INTL INC NEW$21.1M0.03%88,465CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$20.9M0.03%84,307CommonSOLE
464287226AGGISHARES TR$20.5M0.03%207,619CommonSOLE
086516101BBYBEST BUY INC$20.5M0.03%278,064CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$20.2M0.03%34,332CommonSOLE
93148P102WDWALKER & DUNLOP INC$19.8M0.03%231,941CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$19.4M0.03%35,186CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$19.3M0.03%57,077CommonSOLE
09290D101BLKBLACKROCK INC$19.1M0.03%20,219CommonSOLE
231021106CMICUMMINS INC$18.9M0.03%60,302CommonSOLE
22052L104CTVACORTEVA INC$18.7M0.03%296,647CommonSOLE
379378201GNLGLOBAL NET LEASE INC$18.5M0.03%2,305,031CommonSOLE
617446448MSMORGAN STANLEY$18.2M0.03%156,064CommonSOLE
438516106HONHONEYWELL INTL INC$17.9M0.03%84,523CommonSOLE
252131107DXCMDEXCOM INC$17.9M0.03%261,774CommonSOLE
875372203TNDMTANDEM DIABETES CARE INC$17.7M0.03%925,310CommonSOLE
949746101WMT2WELLS FARGO CO NEW$17.6M0.03%245,015CommonSOLE
863667101SYKSTRYKER CORPORATION$17.5M0.03%47,079CommonSOLE
80105N105SNYSANOFI$17.4M0.02%314,636CommonSOLE
16411R208LNGCHENIERE ENERGY INC$17.3M0.02%74,838CommonSOLE
65339F101NEENEXTERA ENERGY INC$17.2M0.02%242,727CommonSOLE
N3144W105XPROEXPRO GROUP HOLDINGS NV$17.0M0.02%1,714,003CommonSOLE
12504L109CBRECBRE GROUP INC$16.8M0.02%128,727CommonSOLE
704699107PGCPEAPACK-GLADSTONE FINL CORP$16.8M0.02%592,666CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$16.8M0.02%68,944CommonSOLE
98311A105WHWYNDHAM HOTELS & RESORTS INC$16.8M0.02%185,719CommonSOLE
464287507IJHISHARES TR$16.7M0.02%285,424CommonSOLE
74762E102QUREQUANTA SVCS INC$16.5M0.02%64,924CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$16.4M0.02%69,186CommonSOLE
504922105LHLABCORP HOLDINGS INC$16.2M0.02%69,611CommonSOLE
579780107MKC/VMCCORMICK & CO INC$15.8M0.02%192,399CommonSOLE
747525103QCOMQUALCOMM INC$15.7M0.02%101,930CommonSOLE
291011104EMREMERSON ELEC CO$15.6M0.02%142,225CommonSOLE
260557103DOWDOW INC$15.4M0.02%440,298CommonSOLE
570535104MKLMARKEL GROUP INC$15.3M0.02%8,200CommonSOLE
87612E106TGTTARGET CORP$14.9M0.02%142,876CommonSOLE
92828Q109VRTSVIRTUS INVT PARTNERS INC$14.4M0.02%83,811CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$14.4M0.02%171,507CommonSOLE
464287689IWVISHARES TR$14.3M0.02%45,099CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$14.2M0.02%137,836CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$14.2M0.02%80,821CommonSOLE
37954A204GMREUSDGLOBAL MED REIT INC$14.1M0.02%1,616,524CommonSOLE
922908553VNQVANGUARD INDEX FDS$14.1M0.02%156,082CommonSOLE
88579Y101MMM3M CO$14.0M0.02%95,516CommonSOLE
143130102KMXCARMAX INC$14.0M0.02%179,265CommonSOLE
46269C102IRDMIRIDIUM COMMUNICATIONS INC$13.9M0.02%510,292CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$13.8M0.02%30,893CommonSOLE
682680103OKEONEOK INC NEW$13.7M0.02%138,560CommonSOLE
038222105AMATAPPLIED MATLS INC$13.7M0.02%94,619CommonSOLE
G52441105KMTSKESTRA MED TECHNOLOGIES LTD$13.7M0.02%550,418CommonSOLE
09225M101BSMBLACK STONE MINERALS L P$13.7M0.02%896,934CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$13.6M0.02%299,593CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$13.5M0.02%221,045CommonSOLE
907818108UNPUNION PAC CORP$13.3M0.02%56,170CommonSOLE
14316J108CGCARLYLE GROUP INC$13.2M0.02%303,805CommonNONE
294429105EFXEQUIFAX INC$13.0M0.02%53,477CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$13.0M0.02%58,990CommonSOLE
369550108GDGENERAL DYNAMICS CORP$12.8M0.02%47,053CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$12.8M0.02%139,903CommonSOLE
422806208HEI/AHEICO CORP NEW$12.6M0.02%59,877CommonSOLE
85512C105SGUSTAR GROUP L P$12.5M0.02%950,160CommonSOLE
077347201BELFABEL FUSE INC$12.3M0.02%170,742CommonSOLE
20825C104COPCONOCOPHILLIPS$12.3M0.02%116,888CommonSOLE
94106L109WMWASTE MGMT INC DEL$12.1M0.02%52,251CommonSOLE
464285204IAUISHARES GOLD TR$12.0M0.02%204,028CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$11.9M0.02%162,581CommonSOLE
29250N105ENBENBRIDGE INC$11.9M0.02%269,320CommonSOLE
02209S103MOALTRIA GROUP INC$11.9M0.02%197,804CommonSOLE
74340W103PLDPROLOGIS INC.$11.7M0.02%104,861CommonSOLE
366651107ITGARTNER INC$11.6M0.02%27,658CommonSOLE
92840M102VSTVISTRA CORP$11.6M0.02%98,355CommonSOLE
882508104TXNTEXAS INSTRS INC$11.5M0.02%64,108CommonSOLE
892672106TWTRADEWEB MKTS INC$11.3M0.02%76,336CommonSOLE
89832Q109TFCTRUIST FINL CORP$11.0M0.02%268,011CommonSOLE
704326107PAYXPAYCHEX INC$11.0M0.02%70,997CommonSOLE
922908652VXFVANGUARD INDEX FDS$11.0M0.02%63,585CommonSOLE
126408103CSXCSX CORP$10.9M0.02%369,771CommonSOLE
G16252101BIPBROOKFIELD INFRAST PARTNERS$10.9M0.02%364,628CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$10.8M0.02%8,124CommonSOLE
87162W100SNXTD SYNNEX CORPORATION$10.7M0.02%103,374CommonSOLE
36828A101GEVGE VERNOVA INC$10.6M0.02%34,677CommonSOLE
077347300BELFBBEL FUSE INC$10.6M0.02%140,930CommonSOLE
464287556IBBISHARES TR$10.3M0.01%80,510CommonSOLE
464287309IVWISHARES TR$10.3M0.01%110,474CommonSOLE
34959E109FTNTFORTINET INC$10.2M0.01%106,280CommonSOLE
922908637VVVANGUARD INDEX FDS$10.1M0.01%39,351CommonSOLE
610236101MNROMONRO INC$10.1M0.01%697,818CommonSOLE
G7S00T104PNRPENTAIR PLC$10.0M0.01%114,698CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$9.9M0.01%77,011CommonSOLE
G29183103ETNEATON CORP PLC$9.9M0.01%36,496CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$9.9M0.01%55,045CommonSOLE
82981J851SITCSITE CTRS CORP$9.7M0.01%759,033CommonSOLE
G4705A100ICLRICON PLC$9.7M0.01%55,636CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$9.7M0.01%87,803CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$9.6M0.01%147,890CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$9.6M0.01%36,379CommonSOLE
11271J107BNBROOKFIELD CORP$9.6M0.01%183,558CommonSOLE
45784P101PODDINSULET CORP$9.6M0.01%36,595CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$9.6M0.01%281,473CommonSOLE
78463X202FEZSPDR INDEX SHS FDS$9.6M0.01%176,593CommonNONE
72352L106PINSPINTEREST INC$9.6M0.01%309,136CommonSOLE
29273V100ETENERGY TRANSFER L P$9.5M0.01%509,913CommonSOLE
665859104NTRSNORTHERN TR CORP$9.4M0.01%95,673CommonSOLE
25809K105DASHDOORDASH INC$9.4M0.01%51,532CommonSOLE
009158106APDAIR PRODS & CHEMS INC$9.4M0.01%31,885CommonSOLE
501889208LKQLKQ CORP$8.9M0.01%209,642CommonSOLE
921937827BSVVANGUARD BD INDEX FDS$8.9M0.01%113,671CommonSOLE
771049103RBLXROBLOX CORP$8.9M0.01%152,357CommonSOLE
78464A763SDYSPDR SER TR$8.9M0.01%65,376CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$8.8M0.01%15,093CommonSOLE
25754A201DPZDOMINOS PIZZA INC$8.7M0.01%18,879CommonSOLE
737630103PCHPOTLATCHDELTIC CORPORATION$8.6M0.01%191,291CommonNONE
98980G102ZSZSCALER INC$8.6M0.01%43,370CommonSOLE
443573100HUBSHUBSPOT INC$8.6M0.01%15,025CommonSOLE
303250104FICOFAIR ISAAC CORP$8.5M0.01%4,628CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$8.5M0.01%31,385CommonSOLE
46432F339QUALISHARES TR$8.5M0.01%49,587CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$8.4M0.01%116,930CommonSOLE
69318J100CNXNPC CONNECTION INC$8.3M0.01%133,597CommonSOLE
22266T109CPNGCOUPANG INC$8.3M0.01%378,852CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$8.3M0.01%58,336CommonSOLE
217204106CPRTCOPART INC$8.3M0.01%145,938CommonSOLE
125523100CITHE CIGNA GROUP$8.2M0.01%25,018CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$8.2M0.01%23,317CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$8.2M0.01%157,167CommonSOLE
142339100CSLCARLISLE COS INC$8.1M0.01%23,876CommonSOLE
049468101TEAMATLASSIAN CORPORATION$8.0M0.01%37,690CommonSOLE
670100205NVONOVO-NORDISK A S$7.9M0.01%114,445CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$7.9M0.01%71,909CommonSOLE
654106103NKENIKE INC$7.9M0.01%124,093CommonSOLE
574599106MASMASCO CORP$7.7M0.01%111,407CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$7.7M0.01%15,023CommonSOLE
00206R102TAT&T INC$7.6M0.01%267,801CommonSOLE
780087102RYROYAL BK CDA$7.6M0.01%67,174CommonSOLE
Y2573F102FLEXFLEX LTD$7.5M0.01%225,677CommonSOLE
311900104FASTFASTENAL CO$7.4M0.01%95,973CommonSOLE
871829107SYYSYSCO CORP$7.4M0.01%99,043CommonSOLE
03662Q105AKXANSYS INC$7.3M0.01%23,106CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$7.2M0.01%27,904CommonSOLE
74624M102PPURE STORAGE INC$7.2M0.01%162,853CommonSOLE
833034101SNASNAP ON INC$7.2M0.01%21,324CommonSOLE
718546104PSXPHILLIPS 66$7.1M0.01%57,294CommonSOLE
921909768VXUSVANGUARD STAR FDS$7.0M0.01%113,311CommonSOLE
45867G101IDCCINTERDIGITAL INC$7.0M0.01%33,839CommonSOLE
778296103ROSTROSS STORES INC$7.0M0.01%54,704CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$7.0M0.01%12,792CommonSOLE
G48833118WFRDWEATHERFORD INTL PLC$7.0M0.01%130,078CommonSOLE
055622104BPBP PLC$7.0M0.01%205,798CommonSOLE
075887109BDXBECTON DICKINSON & CO$6.9M0.01%30,318CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$6.9M0.01%56,875CommonSOLE
922908611VBRVANGUARD INDEX FDS$6.9M0.01%37,217CommonSOLE
219350105GLWCORNING INC$6.9M0.01%150,090CommonSOLE
097023105BABOEING CO$6.9M0.01%40,261CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$6.8M0.01%33,085CommonSOLE
020002101ALLALLSTATE CORP$6.8M0.01%32,944CommonSOLE
464288414MUBISHARES TR$6.8M0.01%64,245CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$6.7M0.01%40,067CommonSOLE
46434G822EWJISHARES INC$6.7M0.01%97,928CommonSOLE
126650100CVSCVS HEALTH CORP$6.7M0.01%98,596CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$6.7M0.01%84,715CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$6.6M0.01%27,304CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$6.6M0.01%38,332CommonSOLE
464288836IHEISHARES TR$6.4M0.01%91,067CommonSOLE
458140100INTCINTEL CORP$6.4M0.01%282,687CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$6.4M0.01%229,053CommonSOLE
31428X106FDXFEDEX CORP$6.3M0.01%25,915CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$6.3M0.01%82,025CommonSOLE
88160R101TSLATESLA INC$6.3M0.01%24,212CommonSOLE
92206C714VONVVANGUARD SCOTTSDALE FDS$6.1M0.01%74,451CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$6.1M0.01%36,928CommonSOLE
031100100AMEAMETEK INC$6.1M0.01%35,184CommonSOLE
55261F104MTBM & T BK CORP$6.0M0.01%33,650CommonSOLE
05478C105AZEKAZEK CO INC$6.0M0.01%122,982CommonSOLE
595112103MUMICRON TECHNOLOGY INC$6.0M0.01%68,918CommonSOLE
464288240ACWXISHARES TR$5.9M0.01%107,181CommonSOLE
896239100TRMBTRIMBLE INC$5.9M0.01%89,162CommonSOLE
92204A504VHTVANGUARD WORLD FD$5.9M0.01%22,107CommonSOLE
78468R663BILSPDR SER TR$5.8M0.01%63,154CommonSOLE
29082A107EMBJEMBRAER S.A.$5.8M0.01%124,763CommonSOLE
902788108UMBFUMB FINL CORP$5.7M0.01%56,763CommonSOLE
464287168DVYISHARES TR$5.7M0.01%42,684CommonSOLE
775711104ROLROLLINS INC$5.6M0.01%103,865CommonSOLE
464287408IVEISHARES TR$5.6M0.01%29,315CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$5.6M0.01%26,662CommonSOLE
25746U109DDOMINION ENERGY INC$5.6M0.01%99,258CommonSOLE
92206C706VGITVANGUARD SCOTTSDALE FDS$5.4M0.01%91,096CommonSOLE
95040Q104WELLWELLTOWER INC$5.4M0.01%35,296CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$5.3M0.01%3,715CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$5.3M0.01%12,659CommonSOLE
758849103REGREGENCY CTRS CORP$5.3M0.01%71,345CommonSOLE
700658107PRKPARK NATL CORP$5.2M0.01%34,453CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$5.2M0.01%103,784CommonSOLE
427866108HSYHERSHEY CO$4.9M0.01%28,875CommonSOLE

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.