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C M BIDWELL & ASSOCIATES LTD

Q4 2023 · 13F-HR

C M BIDWELL & ASSOCIATES LTDholdings as filed

Filed 2024-02-14 · accession 0001091860-24-000002

$134.9M
Reported value
491
Positions
2023-12-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287622IWBiShares Russell 1000 ETF$7.1M5.25%26,990CommonSOLE
464287655IWMiShares Russell 2000 ETF$6.7M4.93%33,158CommonSOLE
922908363VOOVanguard S&P 500 ETF$5.7M4.26%13,159CommonSOLE
922908769VTIVanguard Ttl Stk Mkt ETF$5.7M4.23%24,063CommonSOLE
464288612GVIiShares Int Gov/Cr Bd ETF$5.1M3.80%48,947CommonSOLE
921937827BSVVanguard ST Bond ETF$4.5M3.34%58,472CommonSOLE
46432F859ISTBiShares Core 1-5 Year USD Bond$4.2M3.12%88,356CommonSOLE
921943858VEAVanguard FTSE Developed Market$3.8M2.80%78,800CommonSOLE
921937835BNDVanguard Total Bond Market ETF$3.5M2.61%47,854CommonSOLE
922020805VTIPVanguard ST TIPS ETF$3.5M2.60%73,705CommonSOLE
464288240ACWXiShares MSCI ACWI ex US ETF$3.4M2.54%67,242CommonSOLE
808524870SCHPSchwab US TIPS ETF$3.4M2.53%65,340CommonSOLE
808524102SCHBSchwab US Mkt ETF$3.0M2.23%54,064CommonSOLE
25434V708DFACDFA US Core Equity 2$2.7M2.02%93,122CommonSOLE
808524201SCHXSchwab US Lg Cap ETF$2.7M1.97%47,095CommonSOLE
25434V880DFAXDFA World ex US Core Equity 2$2.3M1.68%92,740CommonSOLE
808524607SCHASchwab US Sm Cap ETF$2.0M1.49%42,419CommonSOLE
594918104MSFTMicrosoft Corp$1.9M1.38%4,957CommonSOLE
464288414MUBiShares Muni Bond ETF$1.6M1.17%14,534CommonSOLE
922042858VWOVanguard EM ETF$1.5M1.14%37,346CommonSOLE
037833100AAPLApple Inc$1.5M1.13%7,941CommonSOLE
78464A854SPYMSPDR S&P 500 ETF$1.4M1.03%24,834CommonSOLE
808524805SCHFSchwab Intl Equity ETF$1.4M1.01%37,012CommonSOLE
921908844VIGVanguard Div Ap ETF$1.4M1.01%7,976CommonSOLE
922908611VBRVanguard Small Cap Value ETF$1.3M0.97%7,289CommonSOLE
921946406VYMVanguard High Dividend Yield E$1.3M0.95%11,443CommonSOLE
808524839SCHZSchwab US Agg Bond ETF$1.3M0.94%27,116CommonSOLE
46432F842IEFAiShares Core MSCI EAFE ETF$1.1M0.84%16,014CommonSOLE
922908751VBVanguard Sm Cap ETF$1.1M0.82%5,194CommonSOLE
02079K305GOOGLAlphabet Inc$1.1M0.82%7,870CommonSOLE
023135106AMZNAmazon.com Inc$1.0M0.75%6,672CommonSOLE
808517817SWRSXSchwab Inflation Prot Fd$933,0760.69%91,121CommonSOLE
808524797SCHDSchwab US Div Eq ETF$921,4780.68%12,104CommonSOLE
92206C664VTWOVanguard Rus 2000 ETF$883,9090.66%10,899CommonSOLE
46435G326IDEViShares Core MSCI Int'l Dev Mk$815,1660.60%12,805CommonSOLE
67066G104NVDANVidia Corp$799,2850.59%1,614CommonSOLE
922908744VTVVanguard Lg Cap Val ETF$783,5830.58%5,241CommonSOLE
464288158SUBiShares Sht Tm Muni ETF$757,4090.56%7,184CommonSOLE
922042742VTVanguard Total World Stock ETF$742,8870.55%7,221CommonSOLE
30303M102METAMeta Platforms Inc$715,7070.53%2,022CommonSOLE
921937819BIVVanguard Int Bd ETF$642,5980.48%8,413CommonSOLE
808524706SCHESchwab EM Equity ETF$619,4590.46%24,988CommonSOLE
78462F103SPYSPDR S&P 500 ETF Trust$610,7680.45%1,285CommonSOLE
25434V104DFAUDFA US Core Equity$594,3100.44%17,874CommonSOLE
464287226AGGiShares US Agg Bd ETF$584,2850.43%5,887CommonSOLE
922907746VTEBVanguard Tax Ex Bond ETF$563,3880.42%11,036CommonSOLE
922908512VOEVanguard Mid Cap Value ETF$527,8360.39%3,640CommonSOLE
25434V781DISVDFA Intl Small Cap Value$526,2200.39%20,408CommonSOLE
808524862SCHOSchwab ST Treas ETF$516,3310.38%10,657CommonSOLE
25434V799DFICDFA Intl Core Eq 2$508,4810.38%19,917CommonSOLE
22788C105CRWDCrowdstrike Hldgs$498,1290.37%1,951CommonSOLE
550021109LULULululemon Athletica Inc$468,3420.35%916CommonSOLE
25434V203DFAIDFA Intl Core Equity$460,1300.34%16,066CommonSOLE
464287150ITOTiShares Core S&P Ttl Stk ETF$454,3830.34%4,318CommonSOLE
46641Q654JMSTJPMorgan Ultra Short Muni$449,8100.33%8,865CommonSOLE
90353T100UBERUber Tech$448,5370.33%7,285CommonSOLE
64110L106NFLXNetflix Inc$444,5210.33%913CommonSOLE
46434G103IEMGiShares MSCI EM ETF$442,7270.33%8,753CommonSOLE
92206C409VCSHVanguard Short Term Corp Bond$428,2210.32%5,535CommonSOLE
526057104LENLennar Corp$415,2250.31%2,786CommonSOLE
760759100RSGRepublic Services Inc$413,2640.31%2,506CommonSOLE
693718108PCARPaccar Inc$404,8570.30%4,146CommonSOLE
040413106ANETEURArista Networks Inc$398,0120.30%1,690CommonSOLE
46625H100JPMJP Morgan Chase$392,2510.29%2,306CommonSOLE
690742101OCOwens Corning Inc$389,6970.29%2,629CommonSOLE
92532F100VRTXVertex Pharma Inc$388,9870.29%956CommonSOLE
45784P101PODDInsulet Corp$387,7430.29%1,787CommonSOLE
532457108LLYEli Lilly & Co$387,6420.29%665CommonSOLE
872590104TMUST-Mobile US Inc$384,1510.28%2,396CommonSOLE
921946794VYMIVanguard Intl High Div Yield$375,4090.28%5,646CommonSOLE
15135B101CNCCentene Corp$367,3390.27%4,950CommonSOLE
252131107DXCMDexcom Inc$367,1820.27%2,959CommonSOLE
513272104LWLamb Weston$353,6700.26%3,272CommonSOLE
922908637VVVanguard Lrg Cap ETF$351,2210.26%1,610CommonSOLE
776696106ROPRoper Tech$345,6380.26%634CommonSOLE
76131D103QSRRestaurant Brands Intl$344,1630.26%4,405CommonSOLE
37959E102GLGlobe Life Inc$338,5030.25%2,781CommonSOLE
H11356104BGBunge Global$329,0970.24%3,260CommonSOLE
25434V815DFSVDFA US Small Cap Value$322,1270.24%11,062CommonSOLE
921910873MGCVanguard MegaCap ETF$311,1370.23%1,838CommonSOLE
11135F101AVGOBroadcom Inc$296,9220.22%266CommonSOLE
98980G102ZSZscaler Inc$291,3510.22%1,315CommonSOLE
921909768VXUSVanguard Total Intl ETF$288,9890.21%4,986CommonSOLE
824348106SHWSherwin Williams$288,1960.21%924CommonSOLE
571903202MARMarriott Intl$285,0450.21%1,264CommonSOLE
22160K105COSTCostco Wholesale Corp$284,4940.21%431CommonSOLE
98138H101WDAYWorkday Inc$284,0660.21%1,029CommonSOLE
12503M108CBOECBOE Global Markets$283,0180.21%1,585CommonSOLE
127387108CDNSCadence Design System$274,0040.20%1,006CommonSOLE
679580100ODFLOld Dominion Freight$266,7070.20%658CommonSOLE
92826C839VVisa Inc$264,5160.20%1,016CommonSOLE
03073E105CORCencora Inc$257,9570.19%1,256CommonSOLE
512807108LRCXEURLam Research$256,1260.19%327CommonSOLE
031100100AMEAmetek Inc$255,0850.19%1,547CommonSOLE
443201108HWMHowmet Aerospace$254,4720.19%4,702CommonSOLE
278865100ECLEcolab Inc$253,4910.19%1,278CommonSOLE
25434V732DFEMDFA Emrg Mkts Core 2$249,4000.18%9,992CommonSOLE
538034109LYVLive Nation Ent$248,8820.18%2,659CommonSOLE
25434V302DFAEDFA Emerging Mkts$247,1760.18%10,252CommonSOLE
87165B103SYFSynchrony Financial$247,0130.18%6,468CommonSOLE
31946M103FCNCAFirst Citizens Bancshares$239,8060.18%169CommonSOLE
192446102CTSHCognizant Tech$238,2970.18%3,155CommonSOLE
26142V105DKNGDraftKings Inc$238,1490.18%6,756CommonSOLE
26875P101EOGEOG Resources$234,4010.17%1,938CommonSOLE
04621X108AIZAssurant Inc$233,8640.17%1,388CommonSOLE
92537N108VRTVertiv Hldgs A$231,1680.17%4,813CommonSOLE
98956P102ZBHZimmer Biomet Hldgs$224,4150.17%1,844CommonSOLE
571748102MRSHMarsh & McLennan$223,9540.17%1,182CommonSOLE
21037T109CEGConstellation Energy$220,6880.16%1,888CommonSOLE
60871R209TAPMolson Coors Brewing B$218,4580.16%3,569CommonSOLE
375558103GILDGilead Sciences$218,3220.16%2,695CommonSOLE
78468R101SPTSSPDR Short Term Treasury ETF$206,4290.15%7,106CommonSOLE
91324P102UNHUnited Healthcare Corp$201,6380.15%383CommonSOLE
19761L607MUSTColumbia Muni Multi Sect$199,0580.15%9,538CommonSOLE
78463X475SPGMSPDR MSCI Global Stock Market$197,4530.15%3,568CommonSOLE
19260Q107COINCoinbase Global$186,6160.14%1,073CommonSOLE
922908629VOVanguard Mid-Cap ETF$185,9540.14%799CommonSOLE
78355W106Guggenheim S&P 500 Equal Weigh$181,4700.13%1,150CommonSOLE
025072505TAXFAm Cntry Div Muni ETF$175,5570.13%3,445CommonSOLE
084670702BRK/BBerkshire Hathaway B$175,1200.13%491CommonSOLE
58155Q103MCKMcKesson Corp$172,2290.13%372CommonSOLE
46434V456IQLTiShares MSCI Intl Qlty$169,2450.13%4,506CommonSOLE
882508104TXNTexas Instruments Inc$168,9260.13%991CommonSOLE
25434V609DFATDFA US Targeted Value$166,2000.12%3,176CommonSOLE
46137V597PRFZInvesco FTSE RAFI US 1500 Smal$162,3320.12%4,330CommonSOLE
91913Y100VLOValero Energy Corp$158,3400.12%1,218CommonSOLE
871607107SNPSSynopsys Inc$153,9580.11%299CommonSOLE
565849106MRO*Marathon Oil Corp$153,1740.11%6,340CommonSOLE
12008R107BLDRBuilders FirstSource Inc$144,2360.11%864CommonSOLE
745867101PHMPulte Corp$144,0950.11%1,396CommonSOLE
925652109VICIVICI Properties$142,4720.11%4,469CommonSOLE
172908105CTASCintas Corporation$141,6250.11%235CommonSOLE
461202103INTUIntuit$141,2570.10%226CommonSOLE
464287176TIPiShares TIPS Bond ETF$139,4470.10%1,297CommonSOLE
149123101CATCaterpillar Inc$137,4870.10%465CommonSOLE
500754106KHCKraft Heinz Co$135,6800.10%3,669CommonSOLE
833034101SNASnap On Inc$132,8660.10%460CommonSOLE
701094104PHParker Hannifin Corp$128,0750.09%278CommonSOLE
00724F101ADBEAdobe Systems Inc$127,0760.09%213CommonSOLE
243537107DECKDeckers Outdoors$124,9960.09%187CommonSOLE
756109104ORealty Income Corp$122,5920.09%2,135CommonSOLE
464286533EEMViShares Min Vol EM ETF$121,6310.09%2,188CommonSOLE
15189T107CNPCenterpoint Energy Inc$121,4800.09%4,252CommonSOLE
313745101FRTFederal Realty Inv Trust$119,3320.09%1,158CommonSOLE
25434V872DFCFDFA Core Fixed Inc ETF$118,7620.09%2,801CommonSOLE
56501R106MFCManulife Financial$118,1020.09%5,344CommonSOLE
64125C109NBIXNeocrine Biosciences$117,7930.09%894CommonSOLE
384802104GWWGrainger WW$114,3590.08%138CommonSOLE
56585A102MPCMarathon Petroleum$113,7920.08%767CommonSOLE
464287507IJHiShares Core S&P Mid-Cap ETF$109,7880.08%396CommonSOLE
209115104EDConsolidated Edison$109,6190.08%1,205CommonSOLE
922908736VUGVanguard Growth ETF$109,1190.08%351CommonSOLE
146869102CVNACarvana Co$108,7920.08%2,055CommonSOLE
466313103JBLJabil Inc$106,2520.08%834CommonSOLE
008474108AEMAgnico Eagle$106,1350.08%1,935CommonSOLE
21036P108STZConstellation Brands Inc$105,6450.08%437CommonSOLE
101121101BXPBoston Properties Inc$105,6060.08%1,505CommonSOLE
N00985106AERAerCap Holdings NV$104,4200.08%1,405CommonSOLE
931142103WMTWalmart Inc$104,0490.08%660CommonSOLE
921946810VIGIVanguard Intl Div App$99,9680.07%1,260CommonSOLE
55305B101MHOM/I Homes Inc$99,3110.07%721CommonSOLE
46138E735PDNInvesco FTSE RAFI Dev Mkts ex-$96,6280.07%2,975CommonSOLE
G02602103DOXAmdocs Ltd$95,8000.07%1,090CommonSOLE
92206C102VGSHVanguard ST Gvt Bd ETF$94,7860.07%1,625CommonSOLE
70450Y103PYPLPaypal Holdings Inc$93,7730.07%1,527CommonSOLE
184496107CLHClean Harbors Inc$93,1880.07%534CommonSOLE
12769G100CZRCaesars Entmt Cp$93,1040.07%1,986CommonSOLE
28176E108EWEdwards Lifesciences$92,6440.07%1,215CommonSOLE
64110W102NTESNetEase Inc$92,4150.07%992CommonSOLE
46641Q647JMUBJPMorgan Muni ETF$91,4730.07%1,795CommonSOLE
90364P105PATHUiPath Inc$91,1130.07%3,668CommonSOLE
46284V101IRMIron Mountain$90,6240.07%1,295CommonSOLE
91307C102UTHRUnited Therapeutics$89,0550.07%405CommonSOLE
863667101SYKStryker Corp$88,9400.07%297CommonSOLE
21874C102CNMCore & Main$88,5380.07%2,191CommonSOLE
872540109TJXTJX Companies$88,1810.07%940CommonSOLE
084423102WRBBerkeley WR Corp$88,1170.07%1,246CommonSOLE
N6596X109NXPINXP Semiconductors$85,6710.06%373CommonSOLE
889478103TOLToll Brothers Inc$81,2040.06%790CommonSOLE
30231G102XOMExxon Mobil Corp$79,9840.06%800CommonSOLE
03820C105AITApplied Industrial Tech$78,9190.06%457CommonSOLE
861896108SNEXStoneX Group Inc$78,7400.06%1,066CommonSOLE
97650W108WTFCWintrust Financial Corp$76,8900.06%829CommonSOLE
053807103AVTAvnet Inc$76,6080.06%1,520CommonSOLE
465741106ITRIItron Inc$75,9630.06%1,006CommonSOLE
05465P101AXNX*Axonics Inc$75,4850.06%1,213CommonSOLE
29249E109ACTEnact Holdings$75,4610.06%2,612CommonSOLE
58506Q109MEDPMedpace Holdings Inc$75,4060.06%246CommonSOLE
86800U104SMCIUSDSuper Micro Computer$75,3290.06%265CommonSOLE
32054k103First Industrial Realty$74,0010.05%1,405CommonSOLE
96208T104WEXWex Inc$73,1510.05%376CommonSOLE
277276101EGPEastGroup Properties$72,1310.05%393CommonSOLE
229899109CFRCullen Frost Bankers$71,6030.05%660CommonSOLE
35905A109FTDRFrontDoor Inc$71,4970.05%2,030CommonSOLE
49803T300KRGKite Rlty Group$70,6370.05%3,090CommonSOLE
427096508HTGCHercules Capital$70,3470.05%4,220CommonSOLE
80874P109LNWOLight & Wonder$69,3010.05%844CommonSOLE
405024100HAEHaemonetics Corp$68,2370.05%798CommonSOLE
05969A105TBBKThe Bancorp Inc$68,1740.05%1,768CommonSOLE
983793100XPOXPO Inc$67,8820.05%775CommonSOLE
69888T207PARRPar Pacific Holdings$67,1030.05%1,845CommonSOLE
594972408MSTRMicrostrategy Inc$66,9520.05%106CommonSOLE
00182C103ANIPANI Pharma$65,3410.05%1,185CommonSOLE
29084Q100EMEEMCOR Group$65,0600.05%302CommonSOLE
46434G863ESGEiShares ESG MSCI EM ETF$62,6130.05%1,953CommonSOLE
53115L104LBRTLiberty Energy$62,5830.05%3,450CommonSOLE
626755102MUSAMurphy USA Inc$62,3980.05%175CommonSOLE
30063P105EXKExact Sciences Corp$61,9950.05%838CommonSOLE
49714P108KNSLKinsale Cap Group$59,6140.04%178CommonSOLE
464288679SHViShares Short Treasury Bond ET$57,9280.04%526CommonSOLE
464286392URTHiShares MSCI World ETF$56,9470.04%428CommonSOLE
337932107FEFirstEnergy Corp$56,2730.04%1,535CommonSOLE
02553E106AEOAmerican Eagle$54,4660.04%2,574CommonSOLE
358054104FRSHFreshworks Inc$53,6750.04%2,285CommonSOLE
15118V207CELHCelsius Holdings$53,4840.04%981CommonSOLE
46429B747STIPiShares Brc 0 - 5 Yr Tip$50,7740.04%515CommonSOLE
H17182108CRSPCRISPR Therapeutics AG$50,2050.04%802CommonSOLE
09739D100BCCBoise Cascade$49,8040.04%385CommonSOLE
26856L103ELFELF Beauty Inc$49,7970.04%345CommonSOLE
689648103OTTROtter Tail Power$48,4330.04%570CommonSOLE
47580P103JELDJeld-Wen Holdings$48,4270.04%2,565CommonSOLE
97717W604DESWisdomTree US Small Cap Div ET$47,2900.04%1,470CommonSOLE
974155103WINGWingstop Inc$46,6980.03%182CommonSOLE
65290E101NXTNextracker Inc$44,6010.03%952CommonSOLE
609207105MDLZMondelez Intl Inc$43,9650.03%607CommonSOLE
45780R101IBPInstalled Bldg Prods$43,6940.03%239CommonSOLE
Y2573F102FLEXFlex Ltd$42,7960.03%1,405CommonSOLE
217204106CPRTCopart Inc$42,7280.03%872CommonSOLE
94419L101WWayfair Inc$42,2640.03%685CommonSOLE
46138E727PXHInvesco FTSE EM ETF$41,6570.03%2,181CommonSOLE
46641Q696JP Morgan BetaBuilders Canada$41,3570.03%645CommonSOLE
038336103ATRAptargroup Inc$41,0420.03%332CommonSOLE
256163106DOCUDocusign Inc$40,5450.03%682CommonSOLE
55087P104LYFTLyft Inc$40,2030.03%2,682CommonSOLE
70202L102PSNParsons Corp$40,1970.03%641CommonSOLE
46435G532SDGiShares MSCI Global Impact$38,0930.03%470CommonSOLE
284902509EGOEldorado Gold Corp$37,2890.03%2,875CommonSOLE
147528103CASYCasey's General Stores$36,8150.03%134CommonSOLE
G01767105ALKSAlkermes plc$36,7550.03%1,325CommonSOLE
478160104JNJJohnson & Johnson$36,5200.03%233CommonSOLE
922042718VSSVanguard FTSE All World ex-US$36,1190.03%314CommonSOLE
68404L201OPCHOption Care Health$36,0480.03%1,070CommonSOLE
92204A801VAWVanguard Materials ETF$35,1390.03%185CommonSOLE
607525102MODNEURModel N Inc$34,9820.03%1,299CommonSOLE
053774105CARAvis Budget Group$34,9200.03%197CommonSOLE
26603R106DUOLDuolingo$34,7080.03%153CommonSOLE
784305104HTOSJW Corp$34,6350.03%530CommonSOLE
74340E103PGNYProgyny Inc$34,3910.03%925CommonSOLE
29261A100EHCEncompass Health$34,3610.03%515CommonSOLE
45778Q107NSPInsperity Inc$34,3450.03%293CommonSOLE
464287309IVWiShares S&P 500 Growth$33,9450.03%452CommonSOLE
464288273SCZiShares MSCI Small Cap Idx ETF$27,9170.02%451CommonSOLE
H1467J104CBChubb Limited$27,1200.02%120CommonSOLE
054540208ACLSAxcelis Tech$27,1050.02%209CommonSOLE
737446104POSTPost Hldgs Inc$27,0340.02%307CommonSOLE
985817105YELPYelp Inc$26,7470.02%565CommonSOLE
31428X106FDXFedEx Corp$25,2970.02%100CommonSOLE
46431W580LQDIiShares Inf Hdg Corp Bond ETF$24,9280.02%950CommonSOLE
62886E108VYXNCR Voyix Corp$24,8580.02%1,470CommonSOLE
879360105TDYTeledyne Technologies$23,6530.02%53CommonSOLE
808524672SCHYSchwab Intl Dividend$23,6060.02%960CommonSOLE
922908538VOTVanguard Mid-Cap Growth ETF$23,2740.02%106CommonSOLE
81369Y506XLEEnergy Sctr SPDR ETF$22,3360.02%266CommonSOLE
88160R101TSLATesla Inc$21,8660.02%88CommonSOLE
74164M108PRIPrimerica Inc$21,1930.02%103CommonSOLE
464287598IWDiShares Russell 1000 Value ETF$20,4910.02%124CommonSOLE
718172109PMPhillip Morris Intl Inc$20,1330.01%214CommonSOLE
46137V613PRFPowershares RAFI US 1000 ETF$19,1840.01%545CommonSOLE
464287804IJRiShares Core S&P Small Cap ETF$18,7270.01%173CommonSOLE
33733E302FDNFirst Trust Internet$18,6550.01%100CommonSOLE
63001N106NATLNCR Atleos Corp$17,8290.01%734CommonSOLE
437076102HDHome Depot Inc$17,6740.01%51CommonSOLE
464287168DVYiShares Select Dividend$16,4110.01%140CommonSOLE
697435105PANWPalo Alto Networks$15,9240.01%54CommonSOLE
858119100STLDSteel Dynamics$15,1170.01%128CommonSOLE
666807102NOCNorthrop Gruman$14,9800.01%32CommonSOLE
007903107AMDAdvance Micro Devices$14,7410.01%100CommonSOLE
464287291IXNiShares Global Tech ETF$14,3180.01%210CommonSOLE
670346105NUENucor Corp$14,0970.01%81CommonSOLE
62944T105NVRNVR Inc$14,0010.01%2CommonSOLE
303075105FDSFactset Research$13,8340.01%29CommonSOLE
464287465EFAiShares MSCI EAFE ETF$13,7140.01%182CommonSOLE
00214Q104ARKKArk Innovation ETF$13,5640.01%259CommonSOLE
34959E109FTNTFortinet Inc$13,1690.01%225CommonSOLE
826919102SLABSilicon Laboratories Inc$13,0950.01%99CommonSOLE
88579Y101MMM3M Company$12,5720.01%115CommonSOLE
844741108LUVSouthwest Airlines$12,5630.01%435CommonSOLE
384109104GGGGraco Inc$12,4930.01%144CommonSOLE
46090E103QQQInvesco QQQ$12,2860.01%30CommonSOLE
46429B689EFAViShares EAFE Min Vol ETF$12,2730.01%177CommonSOLE
33733E203FBTFirst Trust Biotech$11,8540.01%75CommonSOLE
758750103RRXRBC Bearings Inc$11,1110.01%39CommonSOLE
464287887IJTiShares S&P Sm Cap 600 Grwth$10,7620.01%86CommonSOLE
G1151C101ACNAccenture plc$10,5270.01%30CommonSOLE
73278L105POOLPool Corp$10,3660.01%26CommonSOLE
35473P884FLQMFranklin US Mid Cap Multifacto$10,1070.01%210CommonSOLE
18915M107NETCloudflare Inc$10,0740.01%121CommonSOLE
464287606IJKiShares S&P Mid Cap 400 Grwth$9,8230.01%124CommonSOLE
852066208SIISprott Inc$9,8120.01%289CommonSOLE
29109X106AZPN1USDAspen Technologies Inc$9,2460.01%42CommonSOLE
74758T303QLYSQualys Inc$9,2250.01%47CommonSOLE
201723103CMCCommercial Metals Co$9,0570.01%181CommonSOLE
57060D108MKTXMarketAxess Hldgs Inc$8,4930.01%29CommonSOLE
02079K107GOOGAlphabet Inc$8,4560.01%60CommonSOLE
315616102FFIVF5 Networks Inc$8,0540.01%45CommonSOLE
548661107LOWLowes Companies Inc$7,7890.01%35CommonSOLE
35138V102FOXFFox Factory Hldgs Corp$7,6250.01%113CommonSOLE
G5960L103MDTMedtronic plc$7,4970.01%91CommonSOLE
931427108WFCWalgreens Boots Alliance$7,4670.01%286CommonSOLE
M2682V108CYBRCyberArk Software Ltd$7,4480.01%34CommonSOLE
464287754IYJiShares US Industrials$7,3190.01%64CommonSOLE
825690100SSTKShutterstock Inc$6,9520.01%144CommonSOLE
204166102CVLTCommvault Systems Inc$6,7870.01%85CommonSOLE
03938L203MTArcelorMittal$6,7570.01%238CommonSOLE
053611109AVYAvery Dennison Corp$6,4690.00%32CommonSOLE
144285103CRSCarpenter Technology$6,4430.00%91CommonSOLE
81369Y886XLUUtilities Sctr SPDR ETF$6,3960.00%101CommonSOLE
82509L107SHOPShopify Inc$6,2320.00%80CommonSOLE
64110D104NTAPNetApp Inc$6,1710.00%70CommonSOLE
426281101JKHYJack Henry & Assoc$6,0460.00%37CommonSOLE
464287564ICFiShares REIT$5,9900.00%102CommonSOLE
343412102FLRFluor Corp$5,7970.00%148CommonSOLE
88025T102TENBTenable Hldgs$5,6190.00%122CommonSOLE
525327102LDOSLeidos Holdings Inc$5,5200.00%51CommonSOLE
G5876H105MRVLEURMarvell Technology$5,3680.00%89CommonSOLE
25434V864DFSDDimensional Short Duration$5,3120.00%113CommonSOLE
69608A108PLTRPalantir Technologies$5,2030.00%303CommonSOLE
668771108GENGen Digital$5,0890.00%223CommonSOLE
62955J103NOVNOV Inc$5,0290.00%248CommonSOLE
749607107RLIRLI Corp$4,9250.00%37CommonSOLE
891092108TTCToro Company$4,7990.00%50CommonSOLE
92343E102VRSNVerisign Inc$4,5310.00%22CommonSOLE
Y2106R110LPGDorian LPG Ltd$4,5190.00%103CommonSOLE
13123X508CPE*Callon Petroleum Co$4,4390.00%137CommonSOLE
M22465104CHKPCheck Point Software$4,4310.00%29CommonSOLE
912909108USX1United States Steel$4,4270.00%91CommonSOLE
46817M107JXNJackson Financial$4,4030.00%86CommonSOLE
75943R102RLAYRelay Therapeutics$4,3600.00%396CommonSOLE
00288U106ABCLAbCellera Biologics$4,3280.00%758CommonSOLE
61775R105MORFUSDMorphic Hldg Inc$4,2450.00%147CommonSOLE
77543R102ROKURoku Inc$4,2160.00%46CommonSOLE
398433102GFFGriffin Corp$4,2060.00%69CommonSOLE
285512109EAElectronic Arts Inc$4,1040.00%30CommonSOLE
G85158106STNEStoneCo Ltd$4,0750.00%226CommonSOLE
88025U109TXG10X Genomics$4,0290.00%72CommonSOLE
Y7542C130STNGScorpio Tankers Inc$4,0130.00%66CommonSOLE
567908108HZOMarinemax Inc$4,0070.00%103CommonSOLE
830879102SKYWSky West Inc$3,9150.00%75CommonSOLE
000957100ABMABM Industries$3,9000.00%87CommonSOLE
Y1968P121DACDanaos Corporation$3,8510.00%52CommonSOLE
90138F102TWLOTwilio Inc A$3,7930.00%50CommonSOLE
00971T101AKAMAkamai Technologies$3,7870.00%32CommonSOLE
87975H100TIXTTelus Intl$3,7670.00%439CommonSOLE
91332U101UUnity Software$3,7620.00%92CommonSOLE
92766K106IPOAGBPVirgin Galactic$3,7460.00%1,529CommonSOLE
53220K504LGNDLigand Pharmaceuticals$3,7140.00%52CommonSOLE
35909D109FYBRFrontier Comm$3,6740.00%145CommonSOLE
844895102SWXSouthwest Gas Corp$3,6110.00%57CommonSOLE
45781M101INVAInnoviva Inc$3,6090.00%225CommonSOLE
464286475EEMSiShares Emer Mtk SCap ETF$3,5840.00%62CommonSOLE
92337F107VCYTVeracyte Inc$3,5760.00%130CommonSOLE
49427F108KRCKilroy Realty$3,5060.00%88CommonSOLE
573284106MLMMartin Marietta$3,4920.00%7CommonSOLE
770700102HOODRobinhood Markets$3,4650.00%272CommonSOLE
98401F105XNCRXencor Inc$3,4390.00%162CommonSOLE
254687106DISDisney Co$3,4310.00%38CommonSOLE
071705107BLCOBausch & Lomb Corp$3,3950.00%199CommonSOLE
808524888SCHCSchwab Intl Sm Cap ETF$3,3840.00%97CommonSOLE
M7S64H106MNDYmonday.com$3,3810.00%18CommonSOLE
00164V103AMCXAMC Networks$3,3630.00%179CommonSOLE
704551100BTUPeabody Energy Corp$3,3560.00%138CommonSOLE
412822108HOGHarley Davidson Inc$3,2790.00%89CommonSOLE
771049103RBLXRoblox$3,2460.00%71CommonSOLE
20030N101CMCSAComcast Corp A$3,2450.00%74CommonSOLE
12047B105BMBLBumble Inc$3,1990.00%217CommonSOLE
105368203BDNBrandywine Realty Trust$3,1860.00%590CommonSOLE
48666K109KBHKB Home$3,1850.00%51CommonSOLE
852234103XYZSquare Inc A$3,1710.00%41CommonSOLE
22576C101Crescent Point Energy$3,1530.00%455CommonSOLE
457187102INGRIngredion Inc$3,1470.00%29CommonSOLE
22717L101CRONCronos Group$3,1450.00%1,505CommonSOLE
M81873107RDWRRadware Ltd$3,1360.00%188CommonSOLE
59001A102MTHMeritage Homes$3,1360.00%18CommonSOLE
185899101CLFCleveland-Cliffs Inc$3,1040.00%152CommonSOLE
69404D108PACBPacific Biosciences$3,1000.00%316CommonSOLE
018581108BFHBread Financial$3,0960.00%94CommonSOLE
91823B109UWMCUWM Holdings$3,0890.00%432CommonSOLE
233203595DFFVXDFA US Targeted Val I$3,0750.00%96CommonSOLE
402635502GPORGulfport Energy$3,0640.00%23CommonSOLE
90184D100TWSTTwist Bioscience$3,0590.00%83CommonSOLE
042735100ARWArrow Electronics$3,0560.00%25CommonSOLE
398905109GPIGroup 1 Auto$3,0470.00%10CommonSOLE
92204A108VCRVanguard Cons Disc$3,0450.00%10CommonSOLE
05990K106BANCBanc of California$3,0220.00%225CommonSOLE
74052F108Premier Financial Corp$3,0120.00%125CommonSOLE
521865204LEALear Corp$2,9650.00%21CommonSOLE
69553P100PDPagerDuty Inc$2,9630.00%128CommonSOLE
G4R20B107INTRInter & Co Inc$2,9470.00%530CommonSOLE
78163D100RWAYRunway Growth Finance$2,8520.00%226CommonSOLE
48238T109OPLNKar Auction Svcs Inc$2,8290.00%191CommonSOLE
583928106MFINMedallion Financial$2,8270.00%287CommonSOLE
69318G106PBFPBF Energy Inc$2,8130.00%64CommonSOLE
03783C100APPFAppfolio Inc$2,7720.00%16CommonSOLE
552848103MTGMGIC Investment Corp$2,7390.00%142CommonSOLE
043436104ABGAsbury Automotive$2,7000.00%12CommonSOLE
363576109AJGArthur J Gallagher & Co$2,6990.00%12CommonSOLE
92343X100VTYVerint Systems Inc$2,6760.00%99CommonSOLE
923725105VETVermilion Energy Inc$2,6650.00%221CommonSOLE
78442P106SLMSLM Corporation$2,6580.00%139CommonSOLE
866082100INNSummit Hotel Properties$2,6480.00%394CommonSOLE
30069T101EEExcelerate Energy$2,6440.00%171CommonSOLE
269808101ECCEagle Point Credit Company$2,6410.00%278CommonSOLE
302635206FSKFS KKR Cap Corp$2,5560.00%128CommonSOLE
030420103AWKAmerican Water Works$2,5080.00%19CommonSOLE
649445103NYCBEURNY Comm Bankcorp$2,5060.00%245CommonSOLE
50540R409LSILab Corp of America$2,5000.00%11CommonSOLE
150870103CECelanese Corp$2,4860.00%16CommonSOLE
75574U101RCReady Capital Corp$2,3880.00%233CommonSOLE
94106B101WCNWaste Connections Inc$2,3880.00%16CommonSOLE
68287N100OSPNOneSpan Inc$2,3370.00%218CommonSOLE
85208M102SFMSprouts Farmers Market$2,3090.00%48CommonSOLE
98980L101ZNGAZoom Video$2,3010.00%32CommonSOLE
681116109OLLIOllie's Bargain Outlet$2,2770.00%30CommonSOLE
138035704CGCCanopy Growth$2,2540.00%441CommonSOLE
46138E214IDHQInvesco Intl Dev Quality$2,2300.00%78CommonSOLE
679295105OKTAOkta Inc$1,9920.00%22CommonSOLE
247361702DALDelta Air Lines Inc$1,9710.00%49CommonSOLE
G6564A105NOMDNomad Foods Ltd$1,9660.00%116CommonSOLE
87918A105TDOCTeladoc Health Inc$1,8530.00%86CommonSOLE
754730109RJFRaymond James Financial$1,7840.00%16CommonSOLE
L8681T102SPOTSpotify Tech$1,3150.00%7CommonSOLE
57667L107MTCHMatch Group$1,1680.00%32CommonSOLE
464286400EWZiShares Brazil ETF$1,0840.00%31CommonSOLE
302491303FMCFMC Corp$1,0720.00%17CommonSOLE
464286202EWOiShares MSCI Austria Capped ET$1,0590.00%49CommonSOLE
896239100TRMBTrimble Navigation Ltd$7980.00%15CommonSOLE
44919P508IACIEURIAC/Interactive Corp$7860.00%15CommonSOLE
925550105VIAVViavi Solutions Inc$7250.00%72CommonSOLE
M25722105CGENCompugen$7090.00%358CommonSOLE
22052L104CTVACorteva Inc$6710.00%14CommonSOLE
G87110105FTITechnipFMC plc$6440.00%32CommonSOLE
M25133105CGNTCognyte Software$6370.00%99CommonSOLE
67059N108NTNXNutanix Inc A$5720.00%12CommonSOLE
M85548101SSYSStratasys Ltd$5710.00%40CommonSOLE
700517105PKPark Hotels$5510.00%36CommonSOLE
002896207ANFAbercrombie and Fitch$5290.00%6CommonSOLE
98421M106XRXXerox Corp$5130.00%28CommonSOLE
04523Y105ASPNAspen Aerogels Inc$5050.00%32CommonSOLE
26701L100BROSDutch Bros$4750.00%15CommonSOLE
23204G100CUBICustomers Bancorp Inc$4610.00%8CommonSOLE
880779103TEXTerex Corp$4600.00%8CommonSOLE
194014502ENOVEnovis Corporation$4480.00%8CommonSOLE
82452J109FOURShift4 Payments$4460.00%6CommonSOLE
320517105FHNFirst Horizon Natl$4390.00%31CommonSOLE
30257X104FBKFB Financial$4380.00%11CommonSOLE
G39637205GOGLGolden Ocean Group$4200.00%43CommonSOLE
M20791105CAMTCamtek Ltd$4160.00%6CommonSOLE
157085101CERSCerus Corp$4150.00%192CommonSOLE
07373V105BEAMBeam Therapeutics$4080.00%15CommonSOLE
37611X100DNA4EURGinkgo Bioworks$3950.00%234CommonSOLE
803607100SRPTSarepta Thera$3860.00%4CommonSOLE
34965K107FTREFortrea Holdings$3840.00%11CommonSOLE
45826J105NTLAIntellia Therapeutic$3660.00%12CommonSOLE
896442308TRINTrinity Cap$3630.00%25CommonSOLE
002474104AZZAzz Inc$3490.00%6CommonSOLE
57667T100MTLSMaterialise$3480.00%53CommonSOLE
650111107NYTNew York Times$3430.00%7CommonSOLE
218352102CORTCorcept Therapeutics$3250.00%10CommonSOLE
81141R100SESea Ltd$3240.00%8CommonSOLE
88830R101TITNTitan Machinery Inc$3180.00%11CommonSOLE
43114Q105HPKHighpeak Energy Inc$3130.00%22CommonSOLE
09239B109BLBlackLine Inc$3120.00%5CommonSOLE
668074305NWENorthWestern Corp$3050.00%6CommonSOLE
56035L104MAINMain St Capital$3030.00%7CommonSOLE
33748L101FWRGFirst Watch Restaurant$3010.00%15CommonSOLE
458334109IPARInter Parfums Inc$2880.00%2CommonSOLE
505743104LADRLadder Capital Corp$2880.00%25CommonSOLE
45827U109INTAIntapp Inc$2280.00%6CommonSOLE
29358P101ENSGEnsign Group Inc$2240.00%2CommonSOLE
56400P706MNKDMannKind Corp$2040.00%56CommonSOLE
69349H107TXNMPNM Resources Inc$1660.00%4CommonSOLE
82835W108SPRYARS Pharmaceuticals Inc$1530.00%28CommonSOLE
90214J1012U Inc$1290.00%105CommonSOLE
46222L108IONQIONQ Inc$1240.00%10CommonSOLE
808625107SAICScience Applications Intl$1240.00%1CommonSOLE
31189P102FATEFate Therapeutics$1120.00%30CommonSOLE
74767V109QSQuantumScape$1040.00%15CommonSOLE
91680M107UPSTUpstart Holdings$820.00%2CommonSOLE
83422N105SLDPSolid Power$780.00%54CommonSOLE
46185L103NVTA1EURInvitae Corp$700.00%112CommonSOLE
90089L108TSPHTuSimple Holdings$580.00%66CommonSOLE

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.