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C M BIDWELL & ASSOCIATES LTD

Q1 2024 · 13F-HR

C M BIDWELL & ASSOCIATES LTDholdings as filed

Filed 2024-05-14 · accession 0001091860-24-000005

$146.9M
Reported value
478
Positions
2024-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287622IWBiShares Russell 1000 ETF$7.8M5.32%27,155CommonSOLE
464287655IWMiShares Russell 2000 ETF$7.0M4.75%33,208CommonSOLE
922908769VTIVanguard Ttl Stk Mkt ETF$6.7M4.54%25,642CommonSOLE
922908363VOOVanguard S&P 500 ETF$6.3M4.32%13,209CommonSOLE
921937827BSVVanguard ST Bond ETF$5.9M3.98%76,322CommonSOLE
464288612GVIiShares Int Gov/Cr Bd ETF$5.1M3.49%49,295CommonSOLE
46432F859ISTBiShares Core 1-5 Year USD Bond$4.2M2.87%88,845CommonSOLE
921943858VEAVanguard FTSE Developed Market$4.0M2.74%80,361CommonSOLE
921937835BNDVanguard Total Bond Market ETF$3.7M2.51%50,819CommonSOLE
464288240ACWXiShares MSCI ACWI ex US ETF$3.6M2.44%67,242CommonSOLE
922020805VTIPVanguard ST TIPS ETF$3.5M2.40%73,494CommonSOLE
808524102SCHBSchwab US Mkt ETF$3.3M2.24%53,782CommonSOLE
25434V708DFACDFA US Core Equity 2$3.1M2.12%97,570CommonSOLE
808524201SCHXSchwab US Lg Cap ETF$2.8M1.90%44,989CommonSOLE
808524870SCHPSchwab US TIPS ETF$2.7M1.84%51,904CommonSOLE
25434V880DFAXDFA World ex US Core Equity 2$2.3M1.56%89,865CommonSOLE
594918104MSFTMicrosoft Corp$2.1M1.41%4,920CommonSOLE
808524607SCHASchwab US Sm Cap ETF$2.0M1.38%41,276CommonSOLE
921937819BIVVanguard Int Bd ETF$1.7M1.15%22,404CommonSOLE
464288414MUBiShares Muni Bond ETF$1.6M1.06%14,534CommonSOLE
78464A854SPYMSPDR S&P 500 ETF$1.5M1.05%25,034CommonSOLE
922042858VWOVanguard EM ETF$1.5M1.03%36,283CommonSOLE
808524805SCHFSchwab Intl Equity ETF$1.5M1.00%37,602CommonSOLE
921908844VIGVanguard Div Ap ETF$1.4M0.96%7,762CommonSOLE
67066G104NVDANVidia Corp$1.4M0.96%1,566CommonSOLE
808524839SCHZSchwab US Agg Bond ETF$1.4M0.95%30,275CommonSOLE
922908611VBRVanguard Small Cap Value ETF$1.4M0.95%7,234CommonSOLE
921946406VYMVanguard High Dividend Yield E$1.4M0.92%11,182CommonSOLE
037833100AAPLApple Inc$1.3M0.91%7,805CommonSOLE
922907746VTEBVanguard Tax Ex Bond ETF$1.3M0.91%26,346CommonSOLE
922908751VBVanguard Sm Cap ETF$1.3M0.85%5,486CommonSOLE
46432F842IEFAiShares Core MSCI EAFE ETF$1.2M0.81%16,014CommonSOLE
02079K305GOOGLAlphabet Inc$1.1M0.76%7,367CommonSOLE
023135106AMZNAmazon.com Inc$1.1M0.74%6,019CommonSOLE
30303M102METAMeta Platforms Inc$968,2470.66%1,994CommonSOLE
808524797SCHDSchwab US Div Eq ETF$950,2250.65%11,785CommonSOLE
92206C664VTWOVanguard Rus 2000 ETF$920,1830.63%10,818CommonSOLE
46435G326IDEViShares Core MSCI Int'l Dev Mk$859,6000.59%12,805CommonSOLE
922908744VTVVanguard Lg Cap Val ETF$853,4450.58%5,240CommonSOLE
922042742VTVanguard Total World Stock ETF$799,9710.54%7,240CommonSOLE
464287226AGGiShares US Agg Bd ETF$775,7830.53%7,921CommonSOLE
464288158SUBiShares Sht Tm Muni ETF$752,3800.51%7,184CommonSOLE
78462F103SPYSPDR S&P 500 ETF Trust$672,1390.46%1,285CommonSOLE
25434V104DFAUDFA US Core Equity$651,3990.44%17,827CommonSOLE
808524706SCHESchwab EM Equity ETF$631,0570.43%24,992CommonSOLE
22788C105CRWDCrowdstrike Hldgs$623,5480.42%1,945CommonSOLE
25434V799DFICDFA Intl Core Eq 2$614,0730.42%22,956CommonSOLE
25434V781DISVDFA Intl Small Cap Value$580,1260.39%21,336CommonSOLE
922908512VOEVanguard Mid Cap Value ETF$564,7060.38%3,622CommonSOLE
86800U104SMCIUSDSuper Micro Computer$540,3660.37%535CommonSOLE
19260Q107COINCoinbase Global$535,2770.36%2,019CommonSOLE
808524862SCHOSchwab ST Treas ETF$516,4640.35%10,713CommonSOLE
693718108PCARPaccar Inc$502,3740.34%4,055CommonSOLE
464287150ITOTiShares Core S&P Ttl Stk ETF$497,8650.34%4,318CommonSOLE
25434V203DFAIDFA Intl Core Equity$488,3850.33%16,161CommonSOLE
90353T100UBERUber Tech$473,4120.32%6,149CommonSOLE
040413106ANETEURArista Networks Inc$469,7680.32%1,620CommonSOLE
690742101OCOwens Corning Inc$459,3670.31%2,754CommonSOLE
46434G103IEMGiShares MSCI EM ETF$457,5370.31%8,867CommonSOLE
46625H100JPMJP Morgan Chase$455,2820.31%2,273CommonSOLE
760759100RSGRepublic Services Inc$452,7560.31%2,365CommonSOLE
46641Q654JMSTJPMorgan Ultra Short Muni$449,8100.31%8,865CommonSOLE
92537N108VRTVertiv Hldgs A$443,0600.30%5,425CommonSOLE
92206C409VCSHVanguard Short Term Corp Bond$428,5250.29%5,543CommonSOLE
56585A102MPCMarathon Petroleum$420,1270.29%2,085CommonSOLE
25434V815DFSVDFA US Small Cap Value$415,1640.28%13,793CommonSOLE
252131107DXCMDexcom Inc$409,5810.28%2,953CommonSOLE
922908637VVVanguard Lrg Cap ETF$386,0140.26%1,610CommonSOLE
15135B101CNCCentene Corp$381,0990.26%4,856CommonSOLE
921946794VYMIVanguard Intl High Div Yield$373,9340.25%5,435CommonSOLE
37959E102GLGlobe Life Inc$373,4310.25%3,209CommonSOLE
25434V732DFEMDFA Emrg Mkts Core 2$368,5600.25%14,459CommonSOLE
550021109LULULululemon Athletica Inc$356,2730.24%912CommonSOLE
21037T109CEGConstellation Energy$350,4760.24%1,896CommonSOLE
91307C102UTHRUnited Therapeutics$350,3230.24%1,525CommonSOLE
76131D103QSRRestaurant Brands Intl$349,4210.24%4,398CommonSOLE
513272104LWLamb Weston$348,9920.24%3,276CommonSOLE
921910873MGCVanguard MegaCap ETF$343,4670.23%1,838CommonSOLE
189054109CLXClorox Co$331,6360.23%2,166CommonSOLE
25434V872DFCFDFA Core Fixed Inc ETF$316,6390.22%7,548CommonSOLE
22160K105COSTCostco Wholesale Corp$312,8330.21%427CommonSOLE
443201108HWMHowmet Aerospace$311,6300.21%4,554CommonSOLE
532457108LLYEli Lilly & Co$307,2940.21%395CommonSOLE
512807108LRCXEURLam Research$307,0160.21%316CommonSOLE
45784P101PODDInsulet Corp$306,4630.21%1,788CommonSOLE
V7780T103RCLRoyal Carribean Cruises$301,3740.21%2,168CommonSOLE
526057104LENLennar Corp$299,2450.20%1,740CommonSOLE
254687106DISDisney Co$295,4990.20%2,415CommonSOLE
03073E105CORCencora Inc$295,4760.20%1,216CommonSOLE
98956P102ZBHZimmer Biomet Hldgs$294,5790.20%2,232CommonSOLE
278865100ECLEcolab Inc$294,1670.20%1,274CommonSOLE
761152107RMDResmed Inc$293,6780.20%1,483CommonSOLE
679580100ODFLOld Dominion Freight$287,2960.20%1,310CommonSOLE
064058100BKBank of NY Mellon$282,7990.19%4,908CommonSOLE
571903202MARMarriott Intl$282,3350.19%1,119CommonSOLE
11135F101AVGOBroadcom Inc$282,3120.19%213CommonSOLE
92826C839VVisa Inc$282,1500.19%1,011CommonSOLE
12503M108CBOECBOE Global Markets$277,9830.19%1,513CommonSOLE
127387108CDNSCadence Design System$277,0390.19%890CommonSOLE
031100100AMEAmetek Inc$275,8130.19%1,508CommonSOLE
922475108VEEVVeeva Systems Inc$272,2360.19%1,175CommonSOLE
87165B103SYFSynchrony Financial$264,8860.18%6,143CommonSOLE
04621X108AIZAssurant Inc$261,8420.18%1,391CommonSOLE
91913Y100VLOValero Energy Corp$260,1320.18%1,524CommonSOLE
921909768VXUSVanguard Total Intl ETF$254,8280.17%4,226CommonSOLE
98980G102ZSZscaler Inc$247,5300.17%1,285CommonSOLE
25434V302DFAEDFA Emerging Mkts$244,9260.17%9,908CommonSOLE
571748102MRSHMarsh & McLennan$243,0560.17%1,180CommonSOLE
60871R209TAPMolson Coors Brewing B$240,7550.16%3,580CommonSOLE
19761L607MUSTColumbia Muni Multi Sect$237,0120.16%11,472CommonSOLE
824348106SHWSherwin Williams$234,1000.16%674CommonSOLE
64110L106NFLXNetflix Inc$232,0000.16%382CommonSOLE
98954M101ZGZillow Group$228,5790.16%4,776CommonSOLE
192446102CTSHCognizant Tech$227,1260.15%3,099CommonSOLE
78463X475SPGMSPDR MSCI Global Stock Market$211,5060.14%3,544CommonSOLE
084670702BRK/BBerkshire Hathaway B$204,3730.14%486CommonSOLE
922908629VOVanguard Mid-Cap ETF$199,7250.14%799CommonSOLE
58155Q103MCKMcKesson Corp$199,7080.14%372CommonSOLE
313745101FRTFederal Realty Inv Trust$197,3980.13%1,933CommonSOLE
78468R101SPTSSPDR Short Term Treasury ETF$195,3840.13%6,756CommonSOLE
78355W106Guggenheim S&P 500 Equal Weigh$194,7750.13%1,150CommonSOLE
701094104PHParker Hannifin Corp$193,4150.13%348CommonSOLE
172908105CTASCintas Corporation$189,6200.13%276CommonSOLE
084423102WRBBerkeley WR Corp$181,4790.12%2,052CommonSOLE
863667101SYKStryker Corp$181,4400.12%507CommonSOLE
12008R107BLDRBuilders FirstSource Inc$181,2300.12%869CommonSOLE
565849106MRO*Marathon Oil Corp$178,9670.12%6,315CommonSOLE
243537107DECKDeckers Outdoors$176,9570.12%188CommonSOLE
46434V456IQLTiShares MSCI Intl Qlty$176,5660.12%4,452CommonSOLE
N00985106AERAerCap Holdings NV$174,8630.12%2,012CommonSOLE
025072505TAXFAm Cntry Div Muni ETF$174,1450.12%3,445CommonSOLE
29444U700EQIXEquinix Inc$173,3190.12%210CommonSOLE
25434V609DFATDFA US Targeted Value$172,8700.12%3,176CommonSOLE
882508104TXNTexas Instruments Inc$172,6420.12%991CommonSOLE
871607107SNPSSynopsys Inc$172,5930.12%302CommonSOLE
149123101CATCaterpillar Inc$171,4890.12%468CommonSOLE
56501R106MFCManulife Financial$171,3810.12%6,858CommonSOLE
46137V597PRFZInvesco FTSE RAFI US 1500 Smal$170,0820.12%4,330CommonSOLE
745867101PHMPulte Corp$168,9890.12%1,401CommonSOLE
49456B101KMIKinder Morgan$167,2420.11%9,119CommonSOLE
216648501COOCooper Companies Inc$157,5670.11%1,553CommonSOLE
670346105NUENucor Corp$156,5390.11%791CommonSOLE
25434V500DFASDFA US Small Cap ETF$153,1070.10%2,456CommonSOLE
461202103INTUIntuit$147,5500.10%227CommonSOLE
142339100CSLCarlisle Companies Inc$146,5520.10%374CommonSOLE
009066101ABNBAirbnb Inc$145,0000.10%879CommonSOLE
92206C102VGSHVanguard ST Gvt Bd ETF$143,1430.10%2,465CommonSOLE
384802104GWWGrainger WW$140,3870.10%138CommonSOLE
464287176TIPiShares TIPS Bond ETF$139,3430.09%1,297CommonSOLE
833034101SNASnap On Inc$136,2610.09%460CommonSOLE
464286533EEMViShares Min Vol EM ETF$136,1560.09%2,406CommonSOLE
500754106KHCKraft Heinz Co$135,3860.09%3,669CommonSOLE
925652109VICIVICI Properties$133,1320.09%4,469CommonSOLE
756109104ORealty Income Corp$130,5430.09%2,413CommonSOLE
169656105CMGChipotle Mexican Grill$124,9910.09%43CommonSOLE
21874C102CNMCore & Main$124,2320.08%2,170CommonSOLE
15189T107CNPCenterpoint Energy Inc$121,1390.08%4,252CommonSOLE
922908736VUGVanguard Growth ETF$120,8140.08%351CommonSOLE
464287507IJHiShares Core S&P Mid-Cap ETF$120,2730.08%1,980CommonSOLE
931142103WMTWalmart Inc$119,6780.08%1,989CommonSOLE
21036P108STZConstellation Brands Inc$119,3030.08%439CommonSOLE
31620M106FISFidelity Natl Info Svcs$117,5010.08%1,584CommonSOLE
466313103JBLJabil Inc$113,0540.08%844CommonSOLE
209115104EDConsolidated Edison$109,2440.07%1,203CommonSOLE
00724F101ADBEAdobe Systems Inc$108,4890.07%215CommonSOLE
29084Q100EMEEMCOR Group$105,0600.07%300CommonSOLE
70450Y103PYPLPaypal Holdings Inc$103,6340.07%1,547CommonSOLE
94419L101WWayfair Inc$102,8380.07%1,515CommonSOLE
889478103TOLToll Brothers Inc$100,9090.07%780CommonSOLE
148929102CAVACAVA Group Inc$100,1710.07%1,430CommonSOLE
G02602103DOXAmdocs Ltd$99,8590.07%1,105CommonSOLE
921946810VIGIVanguard Intl Div App$99,3040.07%1,218CommonSOLE
776696106ROPRoper Tech$99,2690.07%177CommonSOLE
58506Q109MEDPMedpace Holdings Inc$99,0170.07%245CommonSOLE
46138E735PDNInvesco FTSE RAFI Dev Mkts ex-$97,8180.07%2,975CommonSOLE
146869102CVNACarvana Co$96,2610.07%1,095CommonSOLE
872540109TJXTJX Companies$95,8420.07%945CommonSOLE
284902509EGOEldorado Gold Corp$95,7460.07%6,805CommonSOLE
974155103WINGWingstop Inc$95,2640.06%260CommonSOLE
49714P108KNSLKinsale Cap Group$93,4040.06%178CommonSOLE
983793100XPOXPO Inc$93,3530.06%765CommonSOLE
465741106ITRIItron Inc$92,1500.06%996CommonSOLE
46641Q647JMUBJPMorgan Muni ETF$92,0930.06%1,815CommonSOLE
02553E106AEOAmerican Eagle$90,3680.06%3,504CommonSOLE
03820C105AITApplied Industrial Tech$90,2800.06%457CommonSOLE
29249E109ACTEnact Holdings$89,7980.06%2,880CommonSOLE
88025T102TENBTenable Hldgs$88,3310.06%1,787CommonSOLE
830879102SKYWSkyWest Inc$87,3860.06%1,265CommonSOLE
574795100MASIMasimo Corp$87,3760.06%595CommonSOLE
80874P109LNWOLight & Wonder$85,8580.06%841CommonSOLE
97650W108WTFCWintrust Financial Corp$85,6000.06%820CommonSOLE
689648103OTTROtter Tail Power$85,5360.06%990CommonSOLE
23345M107DTMDT Midstream$85,2960.06%1,396CommonSOLE
90364P105PATHUiPath Inc$84,5140.06%3,728CommonSOLE
405024100HAEHaemonetics Corp$84,2400.06%987CommonSOLE
03783C100APPFAppfolio Inc$83,6450.06%339CommonSOLE
038336103ATRAptargroup Inc$83,0250.06%577CommonSOLE
256163106DOCUDocusign Inc$82,1790.06%1,380CommonSOLE
00182C103ANIPANI Pharma$81,9190.06%1,185CommonSOLE
15118V207CELHCelsius Holdings$81,3450.06%981CommonSOLE
427096508HTGCHercules Capital$77,1210.05%4,180CommonSOLE
55087P104LYFTLyft Inc$76,6450.05%3,961CommonSOLE
26603R106DUOLDuolingo$76,3210.05%346CommonSOLE
861896108SNEXStoneX Group Inc$74,3700.05%1,058CommonSOLE
626755102MUSAMurphy USA Inc$73,3600.05%175CommonSOLE
229899109CFRCullen Frost Bankers$73,1700.05%650CommonSOLE
32054k103First Industrial Realty$72,7680.05%1,385CommonSOLE
65290E101NXTNextracker Inc$72,6450.05%1,291CommonSOLE
277276101EGPEastGroup Properties$70,2900.05%391CommonSOLE
04546L106AMKUSDAssetmark Finl Hldgs Inc$69,8990.05%1,974CommonSOLE
26856L103ELFELF Beauty Inc$69,1990.05%353CommonSOLE
26441C204DUKDuke Energy Corporation$68,4710.05%708CommonSOLE
69888T207PARRPar Pacific Holdings$67,6340.05%1,825CommonSOLE
49803T300KRGKite Rlty Group$66,3410.05%3,060CommonSOLE
35905A109FTDRFrontDoor Inc$65,8120.04%2,020CommonSOLE
46434G863ESGEiShares ESG MSCI EM ETF$63,5580.04%1,972CommonSOLE
464286392URTHiShares MSCI World ETF$62,3270.04%430CommonSOLE
464288679SHViShares Short Treasury Bond ET$58,1440.04%526CommonSOLE
30063P105EXKExact Sciences Corp$57,5270.04%833CommonSOLE
45780R101IBPInstalled Bldg Prods$55,6270.04%215CommonSOLE
H17182108CRSPCRISPR Therapeutics AG$53,9830.04%792CommonSOLE
70202L102PSNParsons Corp$53,9170.04%650CommonSOLE
25434V716DFSUDFA US Sus Core$51,6150.04%1,500CommonSOLE
46429B747STIPiShares Brc 0 - 5 Yr Tip$51,2060.03%515CommonSOLE
808524300SCHGSchwab US LCap Grw ETF$51,0890.03%551CommonSOLE
217204106CPRTCopart Inc$50,5060.03%872CommonSOLE
25434V773DFISDFA Intl Small Cap$50,4210.03%2,012CommonSOLE
25434V666DFLVDFA US Large Cap Value$50,3230.03%1,678CommonSOLE
25434V690DFSIDFA Intl Sus Core$43,7710.03%1,300CommonSOLE
46641Q696JP Morgan BetaBuilders Canada$43,0920.03%645CommonSOLE
147528103CASYCasey's General Stores$42,6720.03%134CommonSOLE
29261A100EHCEncompass Health$42,5290.03%515CommonSOLE
609207105MDLZMondelez Intl Inc$42,4900.03%607CommonSOLE
46138E727PXHInvesco FTSE EM ETF$42,4470.03%2,181CommonSOLE
97717W604DESWisdomTree US Small Cap Div ET$41,7650.03%1,278CommonSOLE
358054104FRSHFreshworks Inc$41,4280.03%2,275CommonSOLE
Y2573F102FLEXFlex Ltd$40,1970.03%1,405CommonSOLE
45826J105NTLAIntellia Therapeutic$39,2570.03%1,427CommonSOLE
464287309IVWiShares S&P 500 Growth$38,1670.03%452CommonSOLE
737446104POSTPost Hldgs Inc$37,9420.03%357CommonSOLE
92204A801VAWVanguard Materials ETF$37,8200.03%185CommonSOLE
G01767105ALKSAlkermes plc$37,2210.03%1,375CommonSOLE
478160104JNJJohnson & Johnson$36,8580.03%233CommonSOLE
922042718VSSVanguard FTSE All World ex-US$36,6880.02%314CommonSOLE
68404L201OPCHOption Care Health$35,8880.02%1,070CommonSOLE
74340E103PGNYProgyny Inc$35,0980.02%920CommonSOLE
00183L102ANGI1EURAngi Inc$33,7980.02%12,900CommonSOLE
464287804IJRiShares Core S&P Small Cap ETF$32,1610.02%291CommonSOLE
31428X106FDXFedEx Corp$28,9740.02%100CommonSOLE
464288273SCZiShares MSCI Small Cap Idx ETF$28,5620.02%451CommonSOLE
74164M108PRIPrimerica Inc$26,0550.02%103CommonSOLE
25434V682DFSEDFA Emg Mkts Sus Core$25,7600.02%800CommonSOLE
922908538VOTVanguard Mid-Cap Growth ETF$24,9940.02%106CommonSOLE
46431W580LQDIiShares Inf Hdg Corp Bond ETF$24,8420.02%950CommonSOLE
808524672SCHYSchwab Intl Dividend$23,2900.02%960CommonSOLE
879360105TDYTeledyne Technologies$22,7540.02%53CommonSOLE
464287598IWDiShares Russell 1000 Value ETF$22,2100.02%124CommonSOLE
81369Y506XLEEnergy Sctr SPDR ETF$21,2710.01%225CommonSOLE
46137V613PRFPowershares RAFI US 1000 ETF$20,9660.01%545CommonSOLE
46435G532SDGiShares MSCI Global Impact$20,9370.01%266CommonSOLE
33733E302FDNFirst Trust Internet$20,5090.01%100CommonSOLE
718172109PMPhillip Morris Intl Inc$19,6070.01%214CommonSOLE
437076102HDHome Depot Inc$19,5640.01%51CommonSOLE
858119100STLDSteel Dynamics$18,9730.01%128CommonSOLE
007903107AMDAdvance Micro Devices$18,0490.01%100CommonSOLE
464287168DVYiShares Select Dividend$17,2450.01%140CommonSOLE
62944T105NVRNVR Inc$16,2000.01%2CommonSOLE
464287291IXNiShares Global Tech ETF$15,7100.01%210CommonSOLE
34959E109FTNTFortinet Inc$15,3700.01%225CommonSOLE
697435105PANWPalo Alto Networks$15,3430.01%54CommonSOLE
666807102NOCNorthrop Gruman$15,3170.01%32CommonSOLE
464287465EFAiShares MSCI EAFE ETF$14,5350.01%182CommonSOLE
826919102SLABSilicon Laboratories Inc$14,2280.01%99CommonSOLE
384109104GGGGraco Inc$13,4580.01%144CommonSOLE
46090E103QQQInvesco QQQ$13,3200.01%30CommonSOLE
303075105FDSFactset Research$13,1770.01%29CommonSOLE
00214Q104ARKKArk Innovation ETF$12,9710.01%259CommonSOLE
35473P884FLQMFranklin US Mid Cap Multifacto$12,8300.01%240CommonSOLE
46429B689EFAViShares EAFE Min Vol ETF$12,5460.01%177CommonSOLE
18915M107NETCloudflare Inc$11,7160.01%121CommonSOLE
33733E203FBTFirst Trust Biotech$11,5330.01%75CommonSOLE
464287606IJKiShares S&P Mid Cap 400 Grwth$11,3150.01%124CommonSOLE
464287887IJTiShares S&P Sm Cap 600 Grwth$11,2430.01%86CommonSOLE
852066208SIISprott Inc$10,6810.01%289CommonSOLE
201723103CMCCommercial Metals Co$10,6370.01%181CommonSOLE
758750103RRXRBC Bearings Inc$10,5440.01%39CommonSOLE
73278L105POOLPool Corp$10,4910.01%26CommonSOLE
G1151C101ACNAccenture plc$10,3980.01%30CommonSOLE
26142V105DKNGDraftKings Inc$9,6270.01%212CommonSOLE
02079K107GOOGAlphabet Inc$9,1360.01%60CommonSOLE
M2682V108CYBRCyberArk Software Ltd$9,0310.01%34CommonSOLE
29109X106AZPN1USDAspen Technologies Inc$8,9580.01%42CommonSOLE
548661107LOWLowes Companies Inc$8,9160.01%35CommonSOLE
204166102CVLTCommvault Systems Inc$8,6220.01%85CommonSOLE
315616102FFIVF5 Networks Inc$8,5320.01%45CommonSOLE
464287754IYJiShares US Industrials$8,0450.01%64CommonSOLE
G5960L103MDTMedtronic plc$7,9310.01%91CommonSOLE
91324P102UNHUnited Healthcare Corp$7,9150.01%16CommonSOLE
74758T303QLYSQualys Inc$7,8430.01%47CommonSOLE
64110D104NTAPNetApp Inc$7,3480.01%70CommonSOLE
053611109AVYAvery Dennison Corp$7,1440.00%32CommonSOLE
69608A108PLTRPalantir Technologies$6,9720.00%303CommonSOLE
525327102LDOSLeidos Holdings Inc$6,6860.00%51CommonSOLE
81369Y886XLUUtilities Sctr SPDR ETF$6,6310.00%101CommonSOLE
825690100SSTKShutterstock Inc$6,5970.00%144CommonSOLE
03938L203MTArcelorMittal$6,5640.00%238CommonSOLE
144285103CRSCarpenter Technology$6,4990.00%91CommonSOLE
426281101JKHYJack Henry & Assoc$6,4280.00%37CommonSOLE
57060D108MKTXMarketAxess Hldgs Inc$6,3580.00%29CommonSOLE
G5876H105MRVLEURMarvell Technology$6,3080.00%89CommonSOLE
343412102FLRFluor Corp$6,2570.00%148CommonSOLE
931427108WFCWalgreens Boots Alliance$6,2030.00%286CommonSOLE
82509L107SHOPShopify Inc$6,1740.00%80CommonSOLE
46817M107JXNJackson Financial$6,1510.00%93CommonSOLE
464287564ICFiShares REIT$5,8850.00%102CommonSOLE
35138V102FOXFFox Factory Hldgs Corp$5,8840.00%113CommonSOLE
749607107RLIRLI Corp$5,4930.00%37CommonSOLE
770700102HOODRobinhood Markets$5,4750.00%272CommonSOLE
46132C107VMOInvesco Muni Opportunity$5,3320.00%548CommonSOLE
25434V864DFSDDimensional Short Duration$5,3160.00%113CommonSOLE
22576C101Crescent Point Energy$5,2420.00%640CommonSOLE
483007704KALUKaiser Aluminum$5,1830.00%58CommonSOLE
07317Q105BTEBaytex Energy Corp$5,0380.00%1,388CommonSOLE
668771108GENGen Digital$4,9950.00%223CommonSOLE
48666K109KBHKB Home$4,9620.00%70CommonSOLE
923725105VETVermilion Energy Inc$4,9260.00%396CommonSOLE
13123X508CPE*Callon Petroleum Co$4,8990.00%137CommonSOLE
12763L105CDRECadre Hldgs Inc$4,8510.00%134CommonSOLE
62955J103NOVNOV Inc$4,8410.00%248CommonSOLE
M22465104CHKPCheck Point Software$4,7560.00%29CommonSOLE
891092108TTCToro Company$4,5810.00%50CommonSOLE
22717L101CRONCronos Group$4,4500.00%1,705CommonSOLE
398905109GPIGroup 1 Auto$4,3830.00%15CommonSOLE
057665200BCPCBalchem Corporation$4,3390.00%28CommonSOLE
573284106MLMMartin Marietta$4,2980.00%7CommonSOLE
53190C102LTHLife Time Group$4,2520.00%274CommonSOLE
92532F100VRTXVertex Pharma Inc$4,1800.00%10CommonSOLE
92343E102VRSNVerisign Inc$4,1690.00%22CommonSOLE
83417Q2040OIASolarwinds Inc$4,1520.00%329CommonSOLE
64115T104NTCTNetscout Systems Inc$4,1500.00%190CommonSOLE
443628102HBMHudBay Minerals Inc$4,1300.00%590CommonSOLE
018581108BFHBread Financial$4,0960.00%110CommonSOLE
92764N102VIRVir Biotechnology$4,0620.00%401CommonSOLE
Y41053102INSWInternational Seaway$4,0430.00%76CommonSOLE
78440X887SLGSL Green Realty Corp$4,0240.00%73CommonSOLE
285512109EAElectronic Arts Inc$3,9800.00%30CommonSOLE
575385109DOORUSDMasonite Intl Corp$3,9430.00%30CommonSOLE
98421M106XRXXerox Corp$3,9380.00%220CommonSOLE
G68707101PAGSPagSeguro Digital Ltd$3,8840.00%272CommonSOLE
92846Q107COCOVita Coco Co Inc$3,8600.00%158CommonSOLE
231561101CWCurtiss Wright Cp$3,8390.00%15CommonSOLE
001084102AGCOAGCO Corp$3,8140.00%31CommonSOLE
53220K504LGNDLigand Pharmaceuticals$3,8010.00%52CommonSOLE
224408104CRCrane Co$3,7840.00%28CommonSOLE
G85158106STNEStoneCo Ltd$3,7540.00%226CommonSOLE
Y1968P121DACDanaos Corporation$3,7540.00%52CommonSOLE
04316A108APAMArtisan Asset Mgrs$3,7530.00%82CommonSOLE
22002T108CDPCOPT Defense Properties$3,7220.00%154CommonSOLE
87975H100TIXTTelus Intl$3,7140.00%439CommonSOLE
N70544106PL0Playa Hotels & Resorts$3,7050.00%382CommonSOLE
92847W103VITLVital Farms Inc$3,6970.00%159CommonSOLE
46269C102IRDMIridium Communications$3,6890.00%141CommonSOLE
69753M105PLMRPalomar Holdings$3,6890.00%44CommonSOLE
464286475EEMSiShares Emer Mtk SCap ETF$3,6490.00%62CommonSOLE
64828T201RITMRithm Capital Corp$3,6160.00%324CommonSOLE
376536108GOODGladstone Commercial Corp$3,5980.00%260CommonSOLE
302301106EZPWEZ Corp Inc Cl A$3,5920.00%317CommonSOLE
98401F105XNCRXencor Inc$3,5850.00%162CommonSOLE
156504300CCSCentury Cmntys Inc$3,5700.00%37CommonSOLE
35909D109FYBRFrontier Comm$3,5520.00%145CommonSOLE
G4R20B107INTRInter & Co Inc$3,5400.00%620CommonSOLE
043436104ABGAsbury Automotive$3,5370.00%15CommonSOLE
M81873107RDWRRadware Ltd$3,5190.00%188CommonSOLE
43283X105HGVHilton Grand Vacations$3,4940.00%74CommonSOLE
00971T101AKAMAkamai Technologies$3,4800.00%32CommonSOLE
808524888SCHCSchwab Intl Sm Cap ETF$3,4730.00%97CommonSOLE
852234103XYZSquare Inc A$3,4680.00%41CommonSOLE
071705107BLCOBausch & Lomb Corp$3,4430.00%199CommonSOLE
45781M101INVAInnoviva Inc$3,4290.00%225CommonSOLE
64049M209NEONeogenomics Inc$3,3330.00%212CommonSOLE
48238T109OPLNKar Auction Svcs Inc$3,3040.00%191CommonSOLE
75943R102RLAYRelay Therapeutics$3,2870.00%396CommonSOLE
92343X100VTYVerint Systems Inc$3,2820.00%99CommonSOLE
042735100ARWArrow Electronics$3,2360.00%25CommonSOLE
20030N101CMCSAComcast Corp A$3,2080.00%74CommonSOLE
92204A108VCRVanguard Cons Disc$3,1770.00%10CommonSOLE
053807103AVTAvnet Inc$3,1730.00%64CommonSOLE
59001A102MTHMeritage Homes$3,1580.00%18CommonSOLE
704551100BTUPeabody Energy Corp$3,0810.00%127CommonSOLE
90138F102TWLOTwilio Inc A$3,0570.00%50CommonSOLE
78442P106SLMSLM Corporation$3,0290.00%139CommonSOLE
363576109AJGArthur J Gallagher & Co$3,0000.00%12CommonSOLE
77543R102ROKURoku Inc$2,9980.00%46CommonSOLE
69553P100PDPagerDuty Inc$2,9030.00%128CommonSOLE
92337F107VCYTVeracyte Inc$2,8810.00%130CommonSOLE
90184D100TWSTTwist Bioscience$2,8480.00%83CommonSOLE
521865204LEALear Corp$2,7530.00%19CommonSOLE
94106B101WCNWaste Connections Inc$2,7520.00%16CommonSOLE
150870103CECelanese Corp$2,7500.00%16CommonSOLE
771049103RBLXRoblox$2,7110.00%71CommonSOLE
88025U109TXG10X Genomics$2,7020.00%72CommonSOLE
68287N100OSPNOneSpan Inc$2,5350.00%218CommonSOLE
302635206FSKFS KKR Cap Corp$2,4790.00%130CommonSOLE
75574U101RCReady Capital Corp$2,4650.00%270CommonSOLE
12047B105BMBLBumble Inc$2,4630.00%217CommonSOLE
91332U101UUnity Software$2,4560.00%92CommonSOLE
50540R409LSILab Corp of America$2,4030.00%11CommonSOLE
46138E214IDHQInvesco Intl Dev Quality$2,3920.00%78CommonSOLE
247361702DALDelta Air Lines Inc$2,3460.00%49CommonSOLE
030420103AWKAmerican Water Works$2,3220.00%19CommonSOLE
679295105OKTAOkta Inc$2,3020.00%22CommonSOLE
88160R101TSLATesla Inc$2,2850.00%13CommonSOLE
98980L101ZNGAZoom Video$2,0920.00%32CommonSOLE
754730109RJFRaymond James Financial$2,0550.00%16CommonSOLE
83425V104Solo Brands Inc$1,9530.00%900CommonSOLE
L8681T102SPOTSpotify Tech$1,8470.00%7CommonSOLE
87918A105TDOCTeladoc Health Inc$1,2990.00%86CommonSOLE
69404D108PACBPacific Biosciences$1,1850.00%316CommonSOLE
57667L107MTCHMatch Group$1,1610.00%32CommonSOLE
302491303FMCFMC Corp$1,0830.00%17CommonSOLE
464286202EWOiShares MSCI Austria Capped ET$1,0640.00%49CommonSOLE
464286400EWZiShares Brazil ETF$1,0050.00%31CommonSOLE
896239100TRMBTrimble Navigation Ltd$9650.00%15CommonSOLE
M25722105CGENCompugen$9240.00%358CommonSOLE
M25133105CGNTCognyte Software$8190.00%99CommonSOLE
22052L104CTVACorteva Inc$8070.00%14CommonSOLE
G87110105FTITechnipFMC plc$8040.00%32CommonSOLE
44919P508IACIEURIAC/Interactive Corp$8000.00%15CommonSOLE
002896207ANFAbercrombie and Fitch$7520.00%6CommonSOLE
185899101CLFCleveland-Cliffs Inc$6820.00%30CommonSOLE
925550105VIAVViavi Solutions Inc$6540.00%72CommonSOLE
700517105PKPark Hotels$6300.00%36CommonSOLE
05478C105AZEKAzek Co Inc$6030.00%12CommonSOLE
320517105FHNFirst Horizon Natl$5850.00%38CommonSOLE
739128106POWLPowell Industries Inc$5690.00%4CommonSOLE
04523Y105ASPNAspen Aerogels Inc$5630.00%32CommonSOLE
G39637205GOGLGolden Ocean Group$5570.00%43CommonSOLE
67059N108NTNXNutanix Inc A$5550.00%9CommonSOLE
23204G100CUBICustomers Bancorp Inc$5310.00%10CommonSOLE
803607100SRPTSarepta Thera$5180.00%4CommonSOLE
25659T107DLBDolby Labs Inc$5030.00%6CommonSOLE
M20791105CAMTCamtek Ltd$5030.00%6CommonSOLE
194014502ENOVEnovis Corporation$5000.00%8CommonSOLE
38246G108GDRXGoodRX Holdings Inc$4970.00%70CommonSOLE
07373V105BEAMBeam Therapeutics$4960.00%15CommonSOLE
26701L100BROSDutch Bros$4950.00%15CommonSOLE
82835W108SPRYARS Pharmaceuticals Inc$4910.00%48CommonSOLE
912909108USX1United States Steel$4890.00%12CommonSOLE
M85548101SSYSStratasys Ltd$4650.00%40CommonSOLE
30069T101EEExcelerate Energy$4650.00%29CommonSOLE
002474104AZZAzz Inc$4640.00%6CommonSOLE
34965K107FTREFortrea Holdings$4420.00%11CommonSOLE
784117103SEICSEI Investments Co$4310.00%6CommonSOLE
81141R100SESea Ltd$4300.00%8CommonSOLE
M8216R109RSKDRiskified Ltd$4270.00%79CommonSOLE
70509V100PEBPebblebrook Hotel$4160.00%27CommonSOLE
86272C103STRAStrategic Ed Inc$4160.00%4CommonSOLE
M2197Q107CLBTCellebrite DI Ltd$4100.00%37CommonSOLE
50012A108KGSKodiak Gas Svcs Inc$4100.00%15CommonSOLE
98420N105XENEXenon Pharmaceuticals Inc$3870.00%9CommonSOLE
844895102SWXSouthwest Gas Corp$3810.00%5CommonSOLE
157085101CERSCerus Corp$3630.00%192CommonSOLE
56035L104MAINMain St Capital$3310.00%7CommonSOLE
09239B109BLBlackLine Inc$3230.00%5CommonSOLE
668074305NWENorthWestern Corp$3060.00%6CommonSOLE
650111107NYTNew York Times$3030.00%7CommonSOLE
G9460G101VALValaris Ltd$3010.00%4CommonSOLE
29404K106ENVUSDEnvestnet Inc$2900.00%5CommonSOLE
57667T100MTLSMaterialise$2800.00%53CommonSOLE
505743104LADRLadder Capital Corp$2780.00%25CommonSOLE
37611X100DNA4EURGinkgo Bioworks$2710.00%234CommonSOLE
34629L103Forge Global Holdings Inc$2700.00%140CommonSOLE
46222L108IONQIONQ Inc$2500.00%25CommonSOLE
31189P102FATEFate Therapeutics$2200.00%30CommonSOLE
45827U109INTAIntapp Inc$2060.00%6CommonSOLE
90214J1012U Inc$410.00%105CommonSOLE
90089L108TSPHTuSimple Holdings$320.00%66CommonSOLE
46185L103NVTA1EURInvitae Corp$10.00%112CommonSOLE

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.