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IEQ CAPITAL, LLC

Q1 2025 · 13F-HR

IEQ CAPITAL, LLCholdings as filed

Filed 2025-05-14 · accession 0001085146-25-003156

$12.57B
Reported value
1,607
Positions
2025-03-31
Period end
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Holdings as filed

First 500 of 1607

CUSIPTickerIssuerValue% port.SharesClassVoting
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30303M102METAMETA PLATFORMS INC$597.6M4.75%1,036,929CommonNONE
037833100AAPLAPPLE INC$541.7M4.31%2,438,844CommonNONE
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67066G104NVDANVIDIA CORPORATION$313.2M2.49%2,889,814CommonNONE
023135106AMZNAMAZON COM INC$287.5M2.29%1,511,067CommonNONE
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464287101OEFISHARES TR$218.2M1.74%805,847CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$209.8M1.67%595,049CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$201.3M1.60%368,404CommonNONE
833445109SNOWSNOWFLAKE INC$187.1M1.49%1,280,315CommonNONE
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02079K305GOOGLALPHABET INC$177.1M1.41%1,145,549CommonNONE
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02079K107GOOGALPHABET INC$135.0M1.07%864,029CommonNONE
464287622IWBISHARES TR$117.1M0.93%381,635CommonNONE
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88160R101TSLATESLA INC$102.8M0.82%396,485CommonNONE
79466L302CRMSALESFORCE INC$98.5M0.78%366,862CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$98.2M0.78%184,403CommonNONE
464287804IJRISHARES TR$84.7M0.67%810,376CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$79.2M0.63%323,017CommonNONE
11135F101AVGOBROADCOM INC$78.1M0.62%466,189CommonNONE
464287200IVVISHARES TR$75.9M0.60%135,000CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$74.1M0.59%541,474CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$70.6M0.56%74,679CommonNONE
92826C839VVISA INC$67.6M0.54%192,878CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$67.3M0.53%346,687CommonNONE
532457108LLYELI LILLY & CO$66.7M0.53%80,799CommonNONE
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464288257ACWIISHARES TR$58.2M0.46%500,305CommonNONE
64110L106NFLXNETFLIX INC$54.8M0.44%58,786CommonNONE
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26142V105DKNGDRAFTKINGS INC NEW$45.9M0.37%1,383,240CommonNONE
464287432TLTISHARES TR$45.8M0.36%503,662CommonNONE
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57636Q104MAMASTERCARD INCORPORATED$45.1M0.36%82,345CommonNONE
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23804L103DDOGDATADOG INC$42.7M0.34%429,909CommonNONE
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19260Q107COINCOINBASE GLOBAL INC$41.6M0.33%241,509CommonNONE
478160104JNJJOHNSON & JOHNSON$40.2M0.32%242,513CommonNONE
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040413205ANETARISTA NETWORKS INC$38.5M0.31%496,538CommonNONE
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437076102HDHOME DEPOT INC$33.1M0.26%90,441CommonNONE
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09857L108BKNGBOOKING HOLDINGS INC$31.2M0.25%6,780CommonNONE
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30231G102XOMEXXON MOBIL CORP$28.5M0.23%239,297CommonNONE
464287598IWDISHARES TR$28.3M0.23%150,553CommonNONE
770700102HOODROBINHOOD MKTS INC$27.6M0.22%663,825CommonNONE
931142103WMTWALMART INC$27.6M0.22%314,466CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$27.1M0.22%372,359CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$26.8M0.21%538,093CommonNONE
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697435105PANWPALO ALTO NETWORKS INC$26.2M0.21%153,662CommonNONE
92204A702VGTVANGUARD WORLD FD$25.8M0.21%47,632CommonNONE
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G65163100JOBYJOBY AVIATION INC$25.8M0.20%4,279,474CommonNONE
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03831W108APPAPPLOVIN CORP$25.1M0.20%94,633CommonNONE
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90138F102TWLOTWILIO INC$24.6M0.20%251,065CommonNONE
81730H109SSENTINELONE INC$24.6M0.20%1,350,455CommonNONE
75734B100RDDTREDDIT INC$24.4M0.19%232,806CommonNONE
464287309IVWISHARES TR$24.3M0.19%261,313CommonSOLE
742718109PGPROCTER AND GAMBLE CO$24.2M0.19%142,116CommonNONE
00287Y109ABBVABBVIE INC$24.0M0.19%114,761CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$23.9M0.19%283,715CommonNONE
37045V100GMGENERAL MTRS CO$23.9M0.19%507,213CommonNONE
358054104FRSHFRESHWORKS INC$23.8M0.19%1,686,094CommonNONE
68389X105ORCLORACLE CORP$22.5M0.18%160,896CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$21.5M0.17%422,279CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$21.4M0.17%42,969CommonNONE
20030N101CMCSACOMCAST CORP NEW$20.7M0.16%561,436CommonNONE
060505104BACBANK AMERICA CORP$20.7M0.16%495,129CommonNONE
55354G100MSCIMSCI INC$20.2M0.16%35,693CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$20.0M0.16%36,381CommonNONE
464287655IWMISHARES TR$19.7M0.16%98,911CommonNONE
58155Q103MCKMCKESSON CORP$19.4M0.15%28,791CommonNONE
713448108PEPPEPSICO INC$19.3M0.15%128,909CommonNONE
026874784AIGAMERICAN INTL GROUP INC$19.1M0.15%219,560CommonNONE
72352L106PINSPINTEREST INC$19.0M0.15%612,581CommonNONE
002824100ABTABBOTT LABS$18.8M0.15%141,624CommonNONE
172967424CCITIGROUP INC$18.8M0.15%264,592CommonNONE
58933Y105MRKMERCK & CO INC$18.7M0.15%208,208CommonNONE
781154109RBRKRUBRIK INC.$18.6M0.15%305,636CommonNONE
H1467J104CBCHUBB LIMITED$18.6M0.15%61,635CommonNONE
90364P105PATHUIPATH INC$18.5M0.15%1,800,743CommonNONE
20825C104COPCONOCOPHILLIPS$17.9M0.14%170,643CommonNONE
718172109PMPHILIP MORRIS INTL INC$17.9M0.14%112,773CommonNONE
45337C102INCYINCYTE CORP$17.9M0.14%295,500CommonNONE
770323103RHIROBERT HALF INC.$17.9M0.14%327,901CommonNONE
166764100CVXCHEVRON CORP NEW$17.9M0.14%106,883CommonNONE
17275R102CSCOCISCO SYS INC$17.8M0.14%289,224CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$17.8M0.14%191,965CommonNONE
76009N100UPBDUPBOUND GROUP INC$17.6M0.14%734,071CommonNONE
949746101WMT2WELLS FARGO CO NEW$17.4M0.14%242,752CommonNONE
74275K108PCORPROCORE TECHNOLOGIES INC$16.9M0.13%256,346CommonNONE
921910816MGKVANGUARD WORLD FD$16.8M0.13%54,332CommonNONE
55405Y100MTSIMACOM TECH SOLUTIONS HLDGS I$16.4M0.13%163,273CommonNONE
78468R804LGLVSPDR SER TR$16.1M0.13%92,605CommonNONE
88579Y101MMM3M CO$16.1M0.13%109,736CommonNONE
922908744VTVVANGUARD INDEX FDS$16.1M0.13%93,178CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$16.1M0.13%47,758CommonNONE
031162100AMGNAMGEN INC$16.1M0.13%51,541CommonNONE
747525103QCOMQUALCOMM INC$16.0M0.13%104,292CommonNONE
191216100KOCOCA COLA CO$15.9M0.13%222,106CommonNONE
46432F842IEFAISHARES TR$15.8M0.13%208,605CommonNONE
97717W588EPSWISDOMTREE TR$15.7M0.13%265,154CommonNONE
36828A101GEVGE VERNOVA INC$15.6M0.12%51,093CommonNONE
464287408IVEISHARES TR$15.1M0.12%79,400CommonNONE
444859102HUMHUMANA INC$14.9M0.12%56,188CommonNONE
G5960L103MDTMEDTRONIC PLC$14.9M0.12%165,333CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$14.9M0.12%227,591CommonNONE
617446448MSMORGAN STANLEY$14.8M0.12%126,809CommonNONE
780287108RGLDROYAL GOLD INC$14.7M0.12%90,077CommonNONE
09248E102XBFZXBLACKROCK CALIF MUN INCOME T$14.7M0.12%1,337,109CommonNONE
H2906T109GRMNGARMIN LTD$14.6M0.12%67,376CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$14.5M0.12%46,579CommonNONE
60855R100MOHMOLINA HEALTHCARE INC$14.5M0.11%43,886CommonNONE
743315103PGRPROGRESSIVE CORP$14.3M0.11%50,639CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$14.2M0.11%81,784CommonNONE
126650100CVSCVS HEALTH CORP$14.1M0.11%207,616CommonNONE
281020107EIXEDISON INTL$14.0M0.11%238,416CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$14.0M0.11%27,363CommonNONE
174610105CFGCITIZENS FINL GROUP INC$14.0M0.11%341,686CommonNONE
461202103INTUINTUIT$13.8M0.11%22,537CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$13.8M0.11%66,690CommonNONE
032095101APHAMPHENOL CORP NEW$13.5M0.11%206,425CommonNONE
00206R102TAT&T INC$13.5M0.11%478,582CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$13.5M0.11%27,325CommonNONE
512807306LRCXLAM RESEARCH CORP$13.5M0.11%185,239CommonNONE
88025T102TENBTENABLE HLDGS INC$13.4M0.11%381,723CommonNONE
69331C108PCGPG&E CORP$13.2M0.10%768,333CommonNONE
78464A763SDYSPDR SER TR$13.2M0.10%97,042CommonNONE
G0692U109AXSAXIS CAP HLDGS LTD$13.1M0.10%130,382CommonNONE
679295105OKTAOKTA INC$13.0M0.10%123,315CommonNONE
872540109TJXTJX COS INC NEW$13.0M0.10%106,378CommonNONE
038222105AMATAPPLIED MATLS INC$12.9M0.10%88,987CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$12.8M0.10%208,567CommonNONE
67059N108NTNXNUTANIX INC$12.8M0.10%183,508CommonNONE
172908105CTASCINTAS CORP$12.7M0.10%61,856CommonNONE
036752103ELVELEVANCE HEALTH INC$12.7M0.10%29,191CommonNONE
458140100INTCINTEL CORP$12.4M0.10%547,123CommonNONE
30161Q104EXELEXELIXIS INC$12.4M0.10%335,620CommonNONE
29786A106ETSYETSY INC$12.3M0.10%259,674CommonNONE
G87110105FTITECHNIPFMC PLC$12.2M0.10%386,193CommonNONE
808513105SCHWSCHWAB CHARLES CORP$12.2M0.10%156,183CommonNONE
97717W570EZMWISDOMTREE TR$12.2M0.10%205,093CommonNONE
98980G102ZSZSCALER INC$12.1M0.10%60,920CommonNONE
751212101RLRALPH LAUREN CORP$12.1M0.10%54,723CommonNONE
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375558103GILDGILEAD SCIENCES INC$11.9M0.09%105,990CommonNONE
872590104TMUST-MOBILE US INC$11.8M0.09%44,417CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$11.8M0.09%147,194CommonNONE
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007903107AMDADVANCED MICRO DEVICES INC$11.6M0.09%112,726CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$11.4M0.09%88,786CommonNONE
75513E101RTXRTX CORPORATION$11.4M0.09%86,431CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$11.4M0.09%46,542CommonNONE
G29183103ETNEATON CORP PLC$11.3M0.09%41,476CommonNONE
09290D101BLKBLACKROCK INC$10.9M0.09%11,541CommonNONE
G0176J109ALLEALLEGION PLC$10.8M0.09%82,878CommonNONE
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G54950103LINLINDE PLC$10.7M0.09%23,032CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$10.7M0.08%22,005CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$10.5M0.08%172,523CommonNONE
72201Y101PDIPIMCO DYNAMIC INCOME FD$10.5M0.08%528,359CommonNONE
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447011107HUNHUNTSMAN CORP$10.4M0.08%659,310CommonNONE
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032654105ADIANALOG DEVICES INC$6.5M0.05%32,300CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$6.5M0.05%172,869CommonNONE
G25508105CRHCRH PLC$6.4M0.05%73,102CommonNONE
452308109ITWILLINOIS TOOL WKS INC$6.4M0.05%25,797CommonNONE
025816109AXPAMERICAN EXPRESS CO$6.4M0.05%23,762CommonNONE
03753U106APLSUSDAPELLIS PHARMACEUTICALS INC$6.4M0.05%291,858CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$6.3M0.05%62,732CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$6.3M0.05%224,357CommonSOLE
03076C106AMPAMERIPRISE FINL INC$6.3M0.05%12,931CommonNONE
05478C105AZEKAZEK CO INC$6.2M0.05%126,460CommonNONE
95082P105WCCWESCO INTL INC$6.2M0.05%39,792CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$6.2M0.05%50,472CommonNONE
882681109TXRHTEXAS ROADHOUSE INC$6.1M0.05%36,882CommonNONE
806857108SLBSCHLUMBERGER LTD$6.1M0.05%146,552CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$6.1M0.05%46,135CommonNONE
46436E718SGOVISHARES TR$6.1M0.05%60,585CommonNONE
577081102MATMATTEL INC$6.1M0.05%312,424CommonNONE
902494103TSNTYSON FOODS INC$6.0M0.05%93,881CommonNONE
87612E106TGTTARGET CORP$6.0M0.05%57,201CommonNONE
78468R622JNKSPDR SER TR$5.9M0.05%62,251CommonNONE
G0403H108AONAON PLC$5.9M0.05%14,805CommonNONE
882508104TXNTEXAS INSTRS INC$5.9M0.05%32,768CommonNONE
488401100KMPRKEMPER CORP$5.9M0.05%87,923CommonNONE
913903100UHSUNIVERSAL HLTH SVCS INC$5.8M0.05%30,992CommonNONE
94106L109WMWASTE MGMT INC DEL$5.8M0.05%25,061CommonNONE
959802109WUWESTERN UN CO$5.8M0.05%548,163CommonNONE
26603R106DUOLDUOLINGO INC$5.8M0.05%18,664CommonNONE
90384S303ULTAULTA BEAUTY INC$5.7M0.05%15,634CommonNONE
126117100CNACNA FINL CORP$5.7M0.05%112,142CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$5.7M0.05%34,115CommonNONE
26210C104DBXDROPBOX INC$5.6M0.04%210,133CommonNONE
871607107SNPSSYNOPSYS INC$5.6M0.04%13,074CommonSOLE
403949100DINOHF SINCLAIR CORP$5.6M0.04%170,353CommonNONE
98978V103ZTSZOETIS INC$5.6M0.04%33,918CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$5.6M0.04%147,292CommonNONE
482480100KLACKLA CORP$5.6M0.04%8,169CommonNONE
30225T102EXREXTRA SPACE STORAGE INC$5.6M0.04%37,387CommonNONE
852234103XYZBLOCK INC$5.5M0.04%101,967CommonNONE
303250104FICOFAIR ISAAC CORP$5.5M0.04%2,998CommonNONE
452327109ILMNILLUMINA INC$5.5M0.04%68,798CommonNONE
G491BT108IVZINVESCO LTD$5.4M0.04%357,154CommonNONE
25746U109DDOMINION ENERGY INC$5.4M0.04%96,376CommonNONE
233331107DTEDTE ENERGY CO$5.4M0.04%38,945CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$5.4M0.04%46,396CommonNONE
464287648IWOISHARES TR$5.4M0.04%21,012CommonNONE
701094104PHPARKER-HANNIFIN CORP$5.4M0.04%8,808CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$5.4M0.04%31,036CommonNONE
92276F100VTRVENTAS INC$5.3M0.04%77,587CommonNONE
718546104PSXPHILLIPS 66$5.3M0.04%42,938CommonNONE
14040H105COFCAPITAL ONE FINL CORP$5.3M0.04%29,473CommonNONE
438516106HONHONEYWELL INTL INC$5.3M0.04%24,859CommonSOLE
45168D104IDXXIDEXX LABS INC$5.3M0.04%12,532CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$5.2M0.04%8,219CommonNONE
71385M107PRMPERIMETER SOLUTIONS INC$5.2M0.04%516,547CommonNONE
98389B100XELXCEL ENERGY INC$5.2M0.04%73,403CommonNONE
46435G425ESGUISHARES TR$5.2M0.04%42,288CommonNONE
87161C501SYU1SYNOVUS FINL CORP$5.1M0.04%109,951CommonNONE
504922105LHLABCORP HOLDINGS INC$5.1M0.04%22,022CommonNONE
499049104KNXKNIGHT-SWIFT TRANSN HLDGS IN$5.1M0.04%116,132CommonNONE
855244109SBUXSTARBUCKS CORP$5.0M0.04%51,258CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$5.0M0.04%69,312CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$5.0M0.04%227,234CommonNONE
364760108GAPGAP INC$5.0M0.04%243,106CommonNONE
217204106CPRTCOPART INC$5.0M0.04%88,187CommonNONE
06417N103OZKBANK OZK LITTLE ROCK ARK$5.0M0.04%114,700CommonNONE
922908751VBVANGUARD INDEX FDS$5.0M0.04%22,339CommonNONE
929160109VMCVULCAN MATLS CO$4.9M0.04%21,124CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$4.9M0.04%22,497CommonNONE
337738108FISVFISERV INC$4.9M0.04%22,102CommonNONE
46434G103IEMGISHARES INC$4.9M0.04%90,399CommonNONE
37637K108GTLBGITLAB INC$4.9M0.04%103,528CommonNONE
46116X101ITCIEURINTRA-CELLULAR THERAPIES INC$4.9M0.04%36,845CommonNONE
680223104ORIOLD REP INTL CORP$4.8M0.04%121,911CommonNONE
447462102HURNHURON CONSULTING GROUP INC$4.8M0.04%33,305CommonNONE
773122106ROCKET LAB USA INC$4.8M0.04%266,709CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$4.8M0.04%50,984CommonNONE
228368106CCKCROWN HLDGS INC$4.7M0.04%52,907CommonNONE
47215P106JDJD.COM INC$4.7M0.04%114,631CommonNONE
464287507IJHISHARES TR$4.7M0.04%80,379CommonNONE
086516101BBYBEST BUY INC$4.6M0.04%62,880CommonNONE
26875P101EOGEOG RES INC$4.6M0.04%36,051CommonNONE
929740108WABWABTEC$4.6M0.04%25,463CommonNONE
98138H101WDAYWORKDAY INC$4.6M0.04%19,727CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$4.6M0.04%78,602CommonNONE
33829M101FIVEFIVE BELOW INC$4.6M0.04%61,208CommonNONE
278865100ECLECOLAB INC$4.6M0.04%18,069CommonNONE
74340W103PLDPROLOGIS INC.$4.6M0.04%40,841CommonNONE
247361702DALDELTA AIR LINES INC DEL$4.5M0.04%103,928CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$4.5M0.04%41,190CommonNONE
16411R208LNGCHENIERE ENERGY INC$4.5M0.04%19,525CommonNONE
74460D109PSAPUBLIC STORAGE OPER CO$4.5M0.04%15,068CommonNONE
842587107SOSOUTHERN CO$4.5M0.04%48,773CommonSOLE
143658300CCL1EURCARNIVAL CORP$4.5M0.04%229,466CommonNONE
615369105MCOMOODYS CORP$4.5M0.04%9,585CommonNONE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$4.4M0.04%3,344CommonNONE
754907103RYNRAYONIER INC$4.4M0.04%158,626CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$4.4M0.04%19,391CommonNONE
40412C101HCAHCA HEALTHCARE INC$4.4M0.03%12,710CommonNONE
252131107DXCMDEXCOM INC$4.4M0.03%64,181CommonNONE
609207105MDLZMONDELEZ INTL INC$4.3M0.03%63,709CommonNONE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$4.3M0.03%278,894CommonNONE
58733R102MELIMERCADOLIBRE INC$4.3M0.03%2,195CommonNONE
464287226AGGISHARES TR$4.3M0.03%43,112CommonNONE
406216101HALHALLIBURTON CO$4.2M0.03%165,965CommonNONE
87612G101TRGPTARGA RES CORP$4.2M0.03%20,984CommonNONE
922908611VBRVANGUARD INDEX FDS$4.2M0.03%22,504CommonNONE
854502101SWKSTANLEY BLACK & DECKER INC$4.2M0.03%54,513CommonNONE
26884L109EQTEQT CORP$4.2M0.03%77,724CommonNONE
464287150ITOTISHARES TR$4.1M0.03%33,755CommonNONE
759351604RGAREINSURANCE GRP OF AMERICA I$4.1M0.03%20,895CommonNONE
466313103JBLJABIL INC$4.1M0.03%29,928CommonNONE
244199105DEDEERE & CO$4.1M0.03%8,662CommonNONE
72203T100PAXSPIMCO ACCESS INCOME FUND$4.0M0.03%250,000CommonNONE
172755100CRUSCIRRUS LOGIC INC$4.0M0.03%40,100CommonNONE
808625107SAICSCIENCE APPLICATIONS INTL CO$4.0M0.03%35,563CommonNONE
172062101CINFCINCINNATI FINL CORP$4.0M0.03%26,883CommonNONE
26701L100BROSDUTCH BROS INC$3.9M0.03%63,870CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$3.9M0.03%9,389CommonNONE
95040Q104WELLWELLTOWER INC$3.9M0.03%25,641CommonNONE
31428X106FDXFEDEX CORP$3.9M0.03%16,053CommonNONE
700517105PKPARK HOTELS & RESORTS INC$3.9M0.03%365,457CommonNONE
29444U700EQIXEQUINIX INC$3.9M0.03%4,730CommonNONE
650111107NYTNEW YORK TIMES CO$3.9M0.03%77,697CommonNONE
824348106SHWSHERWIN WILLIAMS CO$3.9M0.03%11,033CommonNONE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$3.8M0.03%13,567CommonNONE
651229106NWLNEWELL BRANDS INC$3.8M0.03%616,873CommonNONE
674599105OXYOCCIDENTAL PETE CORP$3.8M0.03%77,223CommonNONE
761152107RMDRESMED INC$3.8M0.03%16,982CommonNONE
969457100WMBWILLIAMS COS INC$3.8M0.03%63,461CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$3.8M0.03%22,599CommonNONE
922475108VEEVVEEVA SYS INC$3.8M0.03%16,204CommonSOLE
919794107VLYVALLEY NATL BANCORP$3.8M0.03%422,020CommonNONE
98585X104YETIYETI HLDGS INC$3.8M0.03%113,317CommonNONE
22266M104COURCOURSERA INC$3.7M0.03%560,945CommonNONE
26622P107DOCSDOXIMITY INC$3.7M0.03%64,190CommonNONE
421298100HAYWHAYWARD HLDGS INC$3.7M0.03%267,050CommonNONE
464287671IUSGISHARES TR$3.7M0.03%29,027CommonNONE
98980F104GTMZOOMINFO TECHNOLOGIES INC$3.7M0.03%367,741CommonNONE
24906P109XRAYDENTSPLY SIRONA INC$3.7M0.03%244,442CommonNONE
30161N101EXCEXELON CORP$3.6M0.03%78,962CommonNONE
49456B101KMIKINDER MORGAN INC DEL$3.6M0.03%127,459CommonNONE
464287234EEMISHARES TR$3.6M0.03%83,077CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$3.6M0.03%79,791CommonNONE
36467J108GLPIGAMING & LEISURE PPTYS INC$3.6M0.03%70,413CommonNONE
G3643J108FLUTFLUTTER ENTMT PLC$3.6M0.03%16,155CommonNONE
29273V100ETENERGY TRANSFER L P$3.6M0.03%192,435CommonNONE
064058100BKBANK NEW YORK MELLON CORP$3.5M0.03%41,893CommonNONE
69343T107PJTPJT PARTNERS INC$3.5M0.03%25,474CommonNONE
89832Q109TFCTRUIST FINL CORP$3.5M0.03%85,098CommonNONE
69355M107PDOPIMCO DYNAMIC INCOME OPRNTS$3.5M0.03%250,000CommonNONE
576323109MTZMASTEC INC$3.5M0.03%29,681CommonNONE
031100100AMEAMETEK INC$3.5M0.03%20,114CommonNONE
31847R102FAFFIRST AMERN FINL CORP$3.5M0.03%52,637CommonNONE
34354P105FLSFLOWSERVE CORP$3.4M0.03%70,534CommonNONE
N07059210ASMLASML HOLDING N V$3.4M0.03%5,175CommonNONE
733174700BPOPPOPULAR INC$3.4M0.03%37,104CommonNONE
00214Q708ARKFARK ETF TR$3.4M0.03%102,652CommonSOLE
98954M200ZZILLOW GROUP INC$3.4M0.03%49,791CommonNONE
90184D100TWSTTWIST BIOSCIENCE CORP$3.4M0.03%86,851CommonNONE
343412102FLRFLUOR CORP NEW$3.4M0.03%95,029CommonNONE
705573103PEGAPEGASYSTEMS INC$3.4M0.03%48,830CommonNONE
902653104UDRUDR INC$3.4M0.03%74,886CommonNONE
654106103NKENIKE INC$3.4M0.03%53,235CommonNONE
78464A599XSWSPDR SER TR$3.4M0.03%21,044CommonNONE
70932M107PFSIPENNYMAC FINL SVCS INC NEW$3.4M0.03%33,600CommonNONE
03674X106ARANTERO RESOURCES CORP$3.3M0.03%82,607CommonNONE
980745103WWDWOODWARD INC$3.3M0.03%18,177CommonNONE
418056107HASHASBRO INC$3.3M0.03%53,772CommonNONE
N53745100LYBLYONDELLBASELL INDUSTRIES N$3.3M0.03%46,939CommonNONE
931427108WFCWALGREENS BOOTS ALLIANCE INC$3.3M0.03%295,624CommonNONE
044186104ASHASHLAND INC$3.3M0.03%55,205CommonNONE
693718108PCARPACCAR INC$3.3M0.03%33,546CommonNONE
28618M106ESIELEMENT SOLUTIONS INC$3.3M0.03%144,144CommonNONE
82509L107SHOPSHOPIFY INC$3.3M0.03%34,071CommonNONE
532206109LIFLIFE360 INC$3.2M0.03%84,324CommonNONE
512816109LAMRLAMAR ADVERTISING CO NEW$3.2M0.03%28,414CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$3.2M0.03%38,013CommonNONE
157085101CERSCERUS CORP$3.2M0.03%2,320,796CommonSOLE
808524771FNDXSCHWAB STRATEGIC TR$3.2M0.03%136,159CommonNONE
922908629VOVANGUARD INDEX FDS$3.2M0.03%12,388CommonNONE
09174C104BITBBITWISE BITCOIN ETF TR$3.2M0.03%71,252CommonNONE
88224Q107TCBITEXAS CAP BANCSHARES INC$3.2M0.03%42,721CommonNONE
084423102WRBBERKLEY W R CORP$3.2M0.03%44,757CommonNONE
320517105FHNFIRST HORIZON CORPORATION$3.2M0.03%163,321CommonNONE
29977A105EVREVERCORE INC$3.2M0.03%15,847CommonNONE
147528103CASYCASEYS GEN STORES INC$3.2M0.03%7,288CommonNONE
74164M108PRIPRIMERICA INC$3.1M0.03%11,069CommonNONE
50155Q100KDKYNDRYL HLDGS INC$3.1M0.02%99,949CommonNONE
562750109MANHMANHATTAN ASSOCIATES INC$3.1M0.02%18,109CommonNONE
18452B209CLSKCLEANSPARK INC$3.1M0.02%465,049CommonNONE
445658107JBHTHUNT J B TRANS SVCS INC$3.1M0.02%21,090CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$3.1M0.02%28,336CommonNONE
013091103ACIALBERTSONS COS INC$3.1M0.02%140,393CommonNONE
075887109BDXBECTON DICKINSON & CO$3.1M0.02%13,474CommonNONE
Y62267409NMMNAVIOS MARITIME PARTNERS L P$3.1M0.02%78,684CommonNONE
31488V107FERGFERGUSON ENTERPRISES INC$3.1M0.02%19,184CommonNONE
26614N102DDDUPONT DE NEMOURS INC$3.1M0.02%41,073CommonNONE
655844108NSCNORFOLK SOUTHN CORP$3.1M0.02%12,926CommonNONE
494368103KMBKIMBERLY-CLARK CORP$3.1M0.02%21,523CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$3.1M0.02%15,476CommonNONE
04621X108AIZASSURANT INC$3.0M0.02%14,417CommonNONE
49271V100KDPKEURIG DR PEPPER INC$3.0M0.02%88,214CommonNONE
04010L103ARCCARES CAPITAL CORP$3.0M0.02%136,097CommonNONE
62955J103NOVNOV INC$3.0M0.02%197,956CommonNONE
579780206MKCMCCORMICK & CO INC$3.0M0.02%36,312CommonNONE
046353108AZNNASTRAZENECA PLC$3.0M0.02%40,657CommonNONE
219948106CPAYCORPAY INC$3.0M0.02%8,537CommonNONE
601137102MRPMILLROSE PPTYS INC$3.0M0.02%111,770CommonNONE
46138E230IDLVINVESCO EXCH TRADED FD TR II$3.0M0.02%97,640CommonNONE
974155103WINGWINGSTOP INC$2.9M0.02%13,063CommonNONE
83304A106SNAPSNAP INC$2.9M0.02%338,295CommonNONE
893641100TDGTRANSDIGM GROUP INC$2.9M0.02%2,128CommonNONE
29084Q100EMEEMCOR GROUP INC$2.9M0.02%7,947CommonNONE
189054109CLXCLOROX CO DEL$2.9M0.02%19,763CommonNONE
464287721IYWISHARES TR$2.9M0.02%20,678CommonNONE
Q4982L109IRENIREN LIMITED$2.9M0.02%472,297CommonNONE
464289438IWYISHARES TR$2.9M0.02%13,629CommonNONE
116794108BRKRBRUKER CORP$2.9M0.02%68,858CommonNONE
237194105DRIDARDEN RESTAURANTS INC$2.9M0.02%13,798CommonNONE
78467V608SRLNSSGA ACTIVE ETF TR$2.9M0.02%69,696CommonNONE
778296103ROSTROSS STORES INC$2.9M0.02%22,313CommonNONE

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.