MondegarAI
C M BIDWELL & ASSOCIATES LTD

Q2 2024 · 13F-HR

C M BIDWELL & ASSOCIATES LTDholdings as filed

Filed 2024-08-13 · accession 0001091860-24-000007

$149.4M
Reported value
478
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
921937827BSVVanguard ST Bond ETF$8.2M5.47%106,445CommonSOLE
464287622IWBiShares Russell 1000 ETF$7.4M4.99%25,033CommonSOLE
464287655IWMiShares Russell 2000 ETF$6.8M4.52%33,293CommonSOLE
922908769VTIVanguard Ttl Stk Mkt ETF$6.7M4.51%25,154CommonSOLE
922908363VOOVanguard S&P 500 ETF$6.4M4.29%12,818CommonSOLE
464288612GVIiShares Int Gov/Cr Bd ETF$5.2M3.45%49,700CommonSOLE
46432F859ISTBiShares Core 1-5 Year USD Bond$4.2M2.84%89,650CommonSOLE
922020805VTIPVanguard ST TIPS ETF$3.8M2.57%78,925CommonSOLE
921943858VEAVanguard FTSE Developed Market$3.7M2.48%74,867CommonSOLE
464288240ACWXiShares MSCI ACWI ex US ETF$3.6M2.43%68,202CommonSOLE
921937835BNDVanguard Total Bond Market ETF$3.6M2.41%49,877CommonSOLE
808524102SCHBSchwab US Mkt ETF$3.4M2.26%53,782CommonSOLE
25434V708DFACDFA US Core Equity 2$3.3M2.24%103,818CommonSOLE
808524870SCHPSchwab US TIPS ETF$3.0M2.00%57,334CommonSOLE
808524201SCHXSchwab US Lg Cap ETF$2.8M1.89%44,014CommonSOLE
594918104MSFTMicrosoft Corp$2.2M1.47%4,908CommonSOLE
25434V880DFAXDFA World ex US Core Equity 2$2.1M1.39%81,678CommonSOLE
808524607SCHASchwab US Sm Cap ETF$2.0M1.31%41,367CommonSOLE
67066G104NVDANVidia Corp$1.9M1.29%15,650CommonSOLE
922907746VTEBVanguard Tax Exempt Bond ETF$1.7M1.17%34,856CommonSOLE
921937819BIVVanguard Int Bd ETF$1.7M1.14%22,658CommonSOLE
037833100AAPLApple Inc$1.6M1.10%7,786CommonSOLE
78464A854SPYMSPDR S&P 500 ETF$1.6M1.07%25,034CommonSOLE
808524805SCHFSchwab Intl Equity ETF$1.4M0.97%37,585CommonSOLE
921908844VIGVanguard Div Ap ETF$1.4M0.95%7,762CommonSOLE
808524839SCHZSchwab US Aggregate Bond ETF$1.4M0.91%29,832CommonSOLE
02079K305GOOGLAlphabet Inc$1.3M0.90%7,347CommonSOLE
922908611VBRVanguard Small Cap Value ETF$1.3M0.88%7,233CommonSOLE
921946406VYMVanguard High Dividend Yield E$1.3M0.85%10,679CommonSOLE
922042858VWOVanguard EM ETF$1.2M0.80%27,333CommonSOLE
023135106AMZNAmazon.com Inc$1.2M0.78%6,033CommonSOLE
922908751VBVanguard Sm Cap ETF$1.1M0.77%5,267CommonSOLE
46432F842IEFAiShares Core MSCI EAFE ETF$1.1M0.77%15,790CommonSOLE
464288414MUBiShares Muni Bond ETF$1.0M0.70%9,796CommonSOLE
808524862SCHOSchwab ST Treas ETF$1.0M0.68%21,007CommonSOLE
30303M102METAMeta Platforms Inc$1.0M0.67%1,988CommonSOLE
808524797SCHDSchwab US Div Eq ETF$894,7070.60%11,506CommonSOLE
92206C664VTWOVanguard Rus 2000 ETF$884,5420.59%10,791CommonSOLE
922042742VTVanguard Total World Stock ETF$880,3170.59%7,816CommonSOLE
46435G326IDEViShares Core MSCI Int'l Dev Mk$864,1510.58%13,165CommonSOLE
922908744VTVVanguard Lg Cap Val ETF$828,7350.55%5,166CommonSOLE
464288158SUBiShares ST Muni ETF$753,3870.50%7,206CommonSOLE
22788C105CRWDCrowdstrike Hldgs$741,0890.50%1,934CommonSOLE
78462F103SPYSPDR S&P 500 ETF Trust$699,3160.47%1,285CommonSOLE
808524706SCHESchwab EM Equity ETF$679,7070.46%25,591CommonSOLE
25434V104DFAUDFA US Core Equity$668,3340.45%17,827CommonSOLE
25434V799DFICDFA Intl Core Eq 2$603,5130.40%22,956CommonSOLE
92206C409VCSHVanguard Short Term Corp Bond$586,2750.39%7,587CommonSOLE
040413106ANETEURArista Networks Inc$563,5720.38%1,608CommonSOLE
464287226AGGiShares US Agg Bd ETF$551,4550.37%5,681CommonSOLE
25434V781DISVDFA Intl Small Cap Value$544,9610.36%20,255CommonSOLE
922908512VOEVanguard Mid Cap Value ETF$543,5040.36%3,613CommonSOLE
25434V815DFSVDFA US Small Cap Value$517,6190.35%17,985CommonSOLE
464287150ITOTiShares Core S&P Ttl Stk ETF$512,8920.34%4,318CommonSOLE
46138E206PWZInvesco CA Muni Bond ETF$508,0290.34%20,593CommonSOLE
91307C102UTHRUnited Therapeutics$507,4500.34%1,593CommonSOLE
19260Q107COINCoinbase Global$486,4610.33%2,189CommonSOLE
690742101OCOwens Corning Inc$476,6880.32%2,744CommonSOLE
92537N108VRTVertiv Hldgs A$468,6030.31%5,413CommonSOLE
46625H100JPMJP Morgan Chase$459,5350.31%2,272CommonSOLE
760759100RSGRepublic Services Inc$458,4480.31%2,359CommonSOLE
46641Q654JMSTJPMorgan Ultra Short Muni$449,8540.30%8,865CommonSOLE
86800U104SMCIUSDSuper Micro Computer$449,8230.30%549CommonSOLE
693718108PCARPaccar Inc$416,7010.28%4,048CommonSOLE
25434V203DFAIDFA Intl Core Equity$399,3880.27%13,461CommonSOLE
46434G103IEMGiShares MSCI EM ETF$398,2100.27%7,439CommonSOLE
922908637VVVanguard Lrg Cap ETF$387,1610.26%1,551CommonSOLE
21037T109CEGConstellation Energy$379,7120.25%1,896CommonSOLE
243537107DECKDeckers Outdoors$371,6930.25%384CommonSOLE
921910873MGCVanguard MegaCap ETF$362,2240.24%1,836CommonSOLE
56585A102MPCMarathon Petroleum$361,5320.24%2,084CommonSOLE
22160K105COSTCostco Wholesale Corp$361,2460.24%425CommonSOLE
25434V872DFCFDFA Core Fixed Inc ETF$358,0750.24%8,620CommonSOLE
532457108LLYEli Lilly & Co$357,6250.24%395CommonSOLE
443201108HWMHowmet Aerospace$352,0520.24%4,535CommonSOLE
V7780T103RCLRoyal Carribean Cruises$345,4850.23%2,167CommonSOLE
512807108LRCXEURLam Research$334,3630.22%314CommonSOLE
252131107DXCMDexcom Inc$334,0170.22%2,946CommonSOLE
15135B101CNCCentene Corp$321,0910.21%4,843CommonSOLE
76131D103QSRRestaurant Brands Intl$309,3470.21%4,396CommonSOLE
278865100ECLEcolab Inc$305,3540.20%1,283CommonSOLE
189054109CLXClorox Co$295,3210.20%2,164CommonSOLE
064058100BKBank of NY Mellon$293,1020.20%4,894CommonSOLE
921946794VYMIVanguard Intl High Div Yield$289,7510.19%4,228CommonSOLE
872590104TMUST-Mobile US Inc$288,0540.19%1,635CommonSOLE
87165B103SYFSynchrony Financial$284,8860.19%6,037CommonSOLE
761152107RMDResmed Inc$282,7270.19%1,477CommonSOLE
595112103MUMicron Technology Inc$280,8170.19%2,135CommonSOLE
87256C101TKOTKO Holdings$276,9940.19%2,565CommonSOLE
03831W108APPApplovin Corp$276,1240.18%3,318CommonSOLE
03073E105CORCencora Inc$272,6130.18%1,210CommonSOLE
902252105TYLTyler Technologies$271,5010.18%540CommonSOLE
92826C839VVisa Inc$265,3570.18%1,011CommonSOLE
04621X108AIZAssurant Inc$265,3350.18%1,596CommonSOLE
550021109LULULululemon Athletica Inc$261,0640.17%874CommonSOLE
713448108PEPPepsico Inc$260,4240.17%1,579CommonSOLE
526057104LENLennar Corp$259,8750.17%1,734CommonSOLE
64110L106NFLXNetflix Inc$257,8040.17%382CommonSOLE
12503M108CBOECBOE Global Markets$257,1310.17%1,512CommonSOLE
921909768VXUSVanguard Total Intl ETF$254,8280.17%4,226CommonSOLE
98980G102ZSZscaler Inc$253,4990.17%1,319CommonSOLE
031100100AMEAmetek Inc$250,3980.17%1,502CommonSOLE
571748102MRSHMarsh & McLennan$248,6500.17%1,180CommonSOLE
25434V302DFAEDFA Emerging Mkts$244,4460.16%9,449CommonSOLE
98956P102ZBHZimmer Biomet Hldgs$240,9370.16%2,220CommonSOLE
91913Y100VLOValero Energy Corp$238,7450.16%1,523CommonSOLE
19761L607MUSTColumbia Muni ETF$233,6850.16%11,472CommonSOLE
78468R101SPTSSPDR Short Term Treasury ETF$221,5770.15%7,675CommonSOLE
45784P101PODDInsulet Corp$217,7420.15%1,079CommonSOLE
58155Q103MCKMcKesson Corp$217,2630.15%372CommonSOLE
78463X475SPGMSPDR MSCI Global Stock Market$215,5650.14%3,547CommonSOLE
922475108VEEVVeeva Systems Inc$215,0370.14%1,175CommonSOLE
98954M101ZGZillow Group$214,5260.14%4,763CommonSOLE
12541W209CHRWC H Robinson Worldwide$200,9140.13%2,280CommonSOLE
084670702BRK/BBerkshire Hathaway B$197,7050.13%486CommonSOLE
26614N102DDDuPont de Nemours Inc$195,1880.13%2,425CommonSOLE
313745101FRTFederal Realty Inv Trust$195,0740.13%1,932CommonSOLE
922908629VOVanguard Mid-Cap ETF$193,5220.13%799CommonSOLE
172908105CTASCintas Corporation$193,2720.13%276CommonSOLE
882508104TXNTexas Instruments Inc$192,7790.13%991CommonSOLE
78355W106Guggenheim S&P 500 Equal Weigh$188,9220.13%1,150CommonSOLE
N00985106AERAerCap Holdings NV$187,5180.13%2,012CommonSOLE
56501R106MFCManulife Financial$182,5600.12%6,858CommonSOLE
60871R209TAPMolson Coors Brewing B$181,7170.12%3,575CommonSOLE
49456B101KMIKinder Morgan$181,1950.12%9,119CommonSOLE
25434V732DFEMDFA Emrg Mkts Core 2$181,0160.12%6,772CommonSOLE
565849106MRO*Marathon Oil Corp$180,3060.12%6,289CommonSOLE
871607107SNPSSynopsys Inc$179,7080.12%302CommonSOLE
701094104PHParker Hannifin Corp$176,0220.12%348CommonSOLE
025072505TAXFAm Cntry Div Muni ETF$173,4900.12%3,445CommonSOLE
863667101SYKStryker Corp$172,5070.12%507CommonSOLE
46434V456IQLTiShares MSCI Intl Qlty$172,3670.12%4,414CommonSOLE
874054109TTWOTake-Two Interactive$171,6610.11%1,104CommonSOLE
46137V597PRFZInvesco FTSE RAFI US 1500 Smal$165,1460.11%4,330CommonSOLE
25434V609DFATDFA US Targeted Value$164,7390.11%3,176CommonSOLE
90353T100UBERUber Tech$161,8580.11%2,227CommonSOLE
084423102WRBBerkeley WR Corp$161,2460.11%2,052CommonSOLE
29444U700EQIXEquinix Inc$158,1290.11%209CommonSOLE
25434V617DFAWDFA World Equity ETF$157,9600.11%2,653CommonSOLE
149123101CATCaterpillar Inc$155,8910.10%468CommonSOLE
745867101PHMPulte Corp$154,2500.10%1,401CommonSOLE
142339100CSLCarlisle Companies Inc$151,5490.10%374CommonSOLE
461202103INTUIntuit$149,1870.10%227CommonSOLE
25434V500DFASDFA US Small Cap ETF$147,5560.10%2,456CommonSOLE
92206C102VGSHVanguard ST Gvt Bd ETF$142,9450.10%2,465CommonSOLE
146869102CVNACarvana Co$141,4630.09%1,099CommonSOLE
464287176TIPiShares TIPS Bond ETF$137,8320.09%1,291CommonSOLE
464286533EEMViShares Min Vol EM ETF$137,6470.09%2,406CommonSOLE
216648501COOCooper Companies Inc$135,5770.09%1,553CommonSOLE
169656105CMGChipotle Mexican Grill$134,6970.09%2,150CommonSOLE
931142103WMTWalmart Inc$134,6750.09%1,989CommonSOLE
009066101ABNBAirbnb Inc$133,2830.09%879CommonSOLE
148929102CAVACAVA Group Inc$132,6320.09%1,430CommonSOLE
670100205NVONovo Nordisk ADR$132,1770.09%926CommonSOLE
81369Y506XLEEnergy Sctr SPDR ETF$131,8210.09%1,446CommonSOLE
15189T107CNPCenterpoint Energy Inc$131,4790.09%4,244CommonSOLE
922908736VUGVanguard Growth ETF$131,2780.09%351CommonSOLE
925652109VICIVICI Properties$127,9920.09%4,469CommonSOLE
756109104ORealty Income Corp$127,4550.09%2,413CommonSOLE
384802104GWWGrainger WW$124,5090.08%138CommonSOLE
12008R107BLDRBuilders FirstSource Inc$120,2780.08%869CommonSOLE
833034101SNASnap On Inc$120,2390.08%460CommonSOLE
00724F101ADBEAdobe Systems Inc$119,4410.08%215CommonSOLE
31620M106FISFidelity Natl Info Svcs$119,3700.08%1,584CommonSOLE
500754106KHCKraft Heinz Co$118,2150.08%3,669CommonSOLE
464287507IJHiShares Core S&P Mid-Cap ETF$115,8770.08%1,980CommonSOLE
21036P108STZConstellation Brands Inc$112,9460.08%439CommonSOLE
974155103WINGWingstop Inc$109,8920.07%260CommonSOLE
29084Q100EMEEMCOR Group$109,5240.07%300CommonSOLE
209115104EDConsolidated Edison$107,4830.07%1,202CommonSOLE
872540109TJXTJX Companies$104,0440.07%945CommonSOLE
830879102SKYWSkyWest Inc$103,8190.07%1,265CommonSOLE
58506Q109MEDPMedpace Holdings Inc$100,9030.07%245CommonSOLE
284902509EGOEldorado Gold Corp$100,6460.07%6,805CommonSOLE
776696106ROPRoper Tech$99,7680.07%177CommonSOLE
23345M107DTMDT Midstream$99,1580.07%1,396CommonSOLE
921946810VIGIVanguard Intl Div App$98,9990.07%1,218CommonSOLE
465741106ITRIItron Inc$98,5640.07%996CommonSOLE
46138E735PDNInvesco FTSE RAFI Dev Mkts ex-$96,1510.06%2,975CommonSOLE
466313103JBLJabil Inc$91,8190.06%844CommonSOLE
46641Q647JMUBJPMorgan Muni ETF$91,4310.06%1,815CommonSOLE
70450Y103PYPLPaypal Holdings Inc$89,7720.06%1,547CommonSOLE
03820C105AITApplied Industrial Tech$88,6580.06%457CommonSOLE
80874P109LNWOLight & Wonder$88,2040.06%841CommonSOLE
G02602103DOXAmdocs Ltd$87,2070.06%1,105CommonSOLE
689648103OTTROtter Tail Power$86,7140.06%990CommonSOLE
26603R106DUOLDuolingo$85,5550.06%410CommonSOLE
427096508HTGCHercules Capital$85,4810.06%4,180CommonSOLE
29249E109ACTEnact Holdings$84,7750.06%2,765CommonSOLE
629209305NMIHNMI Hldgs Inc A$84,7600.06%2,490CommonSOLE
197236102COLBColumbia Bks Sys Inc$84,1350.06%4,230CommonSOLE
83200N103SMARGBPSmartsheet Inc$83,9720.06%1,905CommonSOLE
49803T300KRGKite Rlty Group$83,4770.06%3,730CommonSOLE
03783C100APPFAppfolio Inc$82,9090.06%339CommonSOLE
29275Y102ENSEnerSys$81,9880.05%792CommonSOLE
405024100HAEHaemonetics Corp$81,6550.05%987CommonSOLE
038336103ATRAptargroup Inc$81,2470.05%577CommonSOLE
983793100XPOXPO Inc$81,2050.05%765CommonSOLE
97650W108WTFCWintrust Financial Corp$80,8190.05%820CommonSOLE
94419L101WWayfair Inc$79,8860.05%1,515CommonSOLE
88025T102TENBTenable Hldgs$77,8770.05%1,787CommonSOLE
808524300SCHGSchwab US LCap Grw ETF$77,5460.05%769CommonSOLE
00182C103ANIPANI Pharma$75,4610.05%1,185CommonSOLE
55087P104LYFTLyft Inc$75,0970.05%5,326CommonSOLE
574795100MASIMasimo Corp$74,9340.05%595CommonSOLE
26856L103ELFELF Beauty Inc$74,3840.05%353CommonSOLE
256163106DOCUDocusign Inc$73,8300.05%1,380CommonSOLE
26441C204DUKDuke Energy Corporation$70,9630.05%708CommonSOLE
02553E106AEOAmerican Eagle$69,9400.05%3,504CommonSOLE
35905A109FTDRFrontDoor Inc$68,2560.05%2,020CommonSOLE
49714P108KNSLKinsale Cap Group$68,1950.05%177CommonSOLE
46434G863ESGEiShares ESG MSCI EM ETF$64,6120.04%1,927CommonSOLE
464286392URTHiShares MSCI World ETF$63,5130.04%431CommonSOLE
65290E101NXTNextracker Inc$60,5220.04%1,291CommonSOLE
222795502CUZCousins Properties Inc$59,4950.04%2,570CommonSOLE
74347M108PUMPProPetro Hldg Corp$58,9820.04%6,803CommonSOLE
05465C100AXAxos Financial$58,8640.04%1,030CommonSOLE
464288679SHViShares Short Treasury Bond ET$58,1230.04%526CommonSOLE
700517105PKPark Hotels$57,1640.04%3,816CommonSOLE
15118V207CELHCelsius Holdings$56,0050.04%981CommonSOLE
69318G106PBFPBF Energy Inc$55,4540.04%1,205CommonSOLE
70202L102PSNParsons Corp$53,1760.04%650CommonSOLE
25434V716DFSUDFA US Sus Core$52,2900.04%1,500CommonSOLE
46429B747STIPiShares Brc 0 - 5 Yr Tip$51,2370.03%515CommonSOLE
147528103CASYCasey's General Stores$51,1290.03%134CommonSOLE
25434V773DFISDFA Intl Small Cap$50,1150.03%2,035CommonSOLE
25434V666DFLVDFA US Large Cap Value$48,5110.03%1,678CommonSOLE
90364P105PATHUiPath Inc$47,2710.03%3,728CommonSOLE
217204106CPRTCopart Inc$47,2280.03%872CommonSOLE
679580100ODFLOld Dominion Freight$46,6220.03%264CommonSOLE
46138E727PXHInvesco FTSE EM ETF$44,1930.03%2,182CommonSOLE
29261A100EHCEncompass Health$44,1820.03%515CommonSOLE
25434V690DFSIDFA Intl Sus Core$42,8220.03%1,300CommonSOLE
H17182108CRSPCRISPR Therapeutics AG$42,7760.03%792CommonSOLE
46641Q696JP Morgan BetaBuilders Canada$41,9060.03%645CommonSOLE
464287309IVWiShares S&P 500 Growth$41,8280.03%452CommonSOLE
Y2573F102FLEXFlex Ltd$41,4330.03%1,405CommonSOLE
09627Y1092655787DBlueprint Medicines$40,7410.03%378CommonSOLE
97717W604DESWisdomTree US Small Cap Div ET$39,8100.03%1,278CommonSOLE
609207105MDLZMondelez Intl Inc$39,7220.03%607CommonSOLE
87422J105Talen Energy Corp$38,8570.03%350CommonSOLE
45826J105NTLAIntellia Therapeutic$38,2470.03%1,709CommonSOLE
68404L201OPCHOption Care Health$37,8100.03%1,365CommonSOLE
922042718VSSVanguard FTSE All World ex-US$36,8920.02%314CommonSOLE
14843C105CSTLCastle Biosciences$36,0290.02%1,655CommonSOLE
92204A801VAWVanguard Materials ETF$35,6370.02%185CommonSOLE
478160104JNJJohnson & Johnson$34,0550.02%233CommonSOLE
737446104POSTPost Hldgs Inc$33,7480.02%324CommonSOLE
464287804IJRiShares Core S&P Small Cap ETF$31,0380.02%291CommonSOLE
31428X106FDXFedEx Corp$29,9840.02%100CommonSOLE
464288273SCZiShares MSCI Small Cap Idx ETF$27,8000.02%451CommonSOLE
25434V682DFSEDFA Emg Mkts Sus Core$26,7680.02%800CommonSOLE
74164M108PRIPrimerica Inc$24,3680.02%103CommonSOLE
922908538VOTVanguard Mid-Cap Growth ETF$24,3330.02%106CommonSOLE
808524672SCHYSchwab Intl Div ETF$22,6270.02%960CommonSOLE
718172109PMPhillip Morris Intl Inc$21,6850.01%214CommonSOLE
464287598IWDiShares Russell 1000 Value ETF$21,6340.01%124CommonSOLE
46137V613PRFPowershares RAFI US 1000 ETF$20,6830.01%545CommonSOLE
879360105TDYTeledyne Technologies$20,5630.01%53CommonSOLE
33733E302FDNFirst Trust Internet$20,4940.01%100CommonSOLE
46435G532SDGiShares MSCI Global Impact$19,9690.01%266CommonSOLE
697435105PANWPalo Alto Networks$18,3070.01%54CommonSOLE
437076102HDHome Depot Inc$17,5560.01%51CommonSOLE
464287291IXNiShares Global Tech ETF$17,3920.01%210CommonSOLE
464287168DVYiShares Select Dividend$16,9370.01%140CommonSOLE
858119100STLDSteel Dynamics$16,5760.01%128CommonSOLE
007903107AMDAdvance Micro Devices$16,2210.01%100CommonSOLE
62944T105NVRNVR Inc$15,1770.01%2CommonSOLE
46090E103QQQInvesco QQQ$14,3730.01%30CommonSOLE
464287465EFAiShares MSCI EAFE ETF$14,2560.01%182CommonSOLE
666807102NOCNorthrop Gruman$13,9500.01%32CommonSOLE
34959E109FTNTFortinet Inc$13,5610.01%225CommonSOLE
670346105NUENucor Corp$12,8040.01%81CommonSOLE
35473P884FLQMFranklin US Mid Cap Multifacto$12,3100.01%240CommonSOLE
46429B689EFAViShares EAFE Min Vol ETF$12,2760.01%177CommonSOLE
303075105FDSFactset Research$11,8400.01%29CommonSOLE
33733E203FBTFirst Trust Biotech$11,5490.01%75CommonSOLE
384109104GGGGraco Inc$11,4160.01%144CommonSOLE
00214Q104ARKKArk Innovation ETF$11,3830.01%259CommonSOLE
464287887IJTiShares S&P Sm Cap 600 Grwth$11,0450.01%86CommonSOLE
02079K107GOOGAlphabet Inc$11,0050.01%60CommonSOLE
826919102SLABSilicon Laboratories Inc$10,9520.01%99CommonSOLE
464287606IJKiShares S&P Mid Cap 400 Grwth$10,9260.01%124CommonSOLE
758750103RRXRBC Bearings Inc$10,5210.01%39CommonSOLE
204166102CVLTCommvault Systems Inc$10,3330.01%85CommonSOLE
18915M107NETCloudflare Inc$10,0220.01%121CommonSOLE
144285103CRSCarpenter Technology$9,9720.01%91CommonSOLE
201723103CMCCommercial Metals Co$9,9530.01%181CommonSOLE
M2682V108CYBRCyberArk Software Ltd$9,2960.01%34CommonSOLE
G1151C101ACNAccenture plc$9,1020.01%30CommonSOLE
64110D104NTAPNetApp Inc$9,0160.01%70CommonSOLE
29109X106AZPN1USDAspen Technologies Inc$8,3420.01%42CommonSOLE
91324P102UNHUnited Healthcare Corp$8,1480.01%16CommonSOLE
26142V105DKNGDraftKings Inc$8,0920.01%212CommonSOLE
73278L105POOLPool Corp$7,9910.01%26CommonSOLE
315616102FFIVF5 Networks Inc$7,7500.01%45CommonSOLE
548661107LOWLowes Companies Inc$7,7160.01%35CommonSOLE
69608A108PLTRPalantir Technologies$7,6750.01%303CommonSOLE
464287754IYJiShares US Industrials$7,6440.01%64CommonSOLE
525327102LDOSLeidos Holdings Inc$7,4400.00%51CommonSOLE
G5960L103MDTMedtronic plc$7,1630.00%91CommonSOLE
053611109AVYAvery Dennison Corp$6,9970.00%32CommonSOLE
46817M107JXNJackson Financial$6,9060.00%93CommonSOLE
81369Y886XLUUtilities Sctr SPDR ETF$6,8820.00%101CommonSOLE
74758T303QLYSQualys Inc$6,7020.00%47CommonSOLE
343412102FLRFluor Corp$6,4450.00%148CommonSOLE
G5876H105MRVLEURMarvell Technology$6,2210.00%89CommonSOLE
770700102HOODRobinhood Markets$6,1770.00%272CommonSOLE
426281101JKHYJack Henry & Assoc$6,1430.00%37CommonSOLE
002896207ANFAbercrombie and Fitch$6,0470.00%34CommonSOLE
464287564ICFiShares REIT$5,8440.00%102CommonSOLE
57060D108MKTXMarketAxess Hldgs Inc$5,8150.00%29CommonSOLE
825690100SSTKShutterstock Inc$5,5730.00%144CommonSOLE
668771108GENGen Digital$5,5710.00%223CommonSOLE
46132C107VMOInvesco Muni Opportunity$5,5240.00%548CommonSOLE
03938L203MTArcelorMittal$5,4570.00%238CommonSOLE
35138V102FOXFFox Factory Hldgs Corp$5,4450.00%113CommonSOLE
25434V864DFSDDimensional Short Duration$5,3110.00%113CommonSOLE
82509L107SHOPShopify Inc$5,2840.00%80CommonSOLE
749607107RLIRLI Corp$5,2060.00%37CommonSOLE
53190C102LTHLife Time Group$5,1590.00%274CommonSOLE
48666K109KBHKB Home$4,9130.00%70CommonSOLE
018581108BFHBread Financial$4,9020.00%110CommonSOLE
M8216R109RSKDRiskified Ltd$4,8760.00%763CommonSOLE
M22465104CHKPCheck Point Software$4,7850.00%29CommonSOLE
62955J103NOVNOV Inc$4,7140.00%248CommonSOLE
92532F100VRTXVertex Pharma Inc$4,6870.00%10CommonSOLE
891092108TTCToro Company$4,6750.00%50CommonSOLE
29977X105EVCMEvercommerce Inc$4,5570.00%415CommonSOLE
Y41053102INSWInternational Seaway$4,4940.00%76CommonSOLE
398905109GPIGroup 1 Auto$4,4590.00%15CommonSOLE
92847W103VITLVital Farms Inc$4,3960.00%94CommonSOLE
53220K504LGNDLigand Pharmaceuticals$4,3820.00%52CommonSOLE
407497106HLNEHamilton Lane Inc$4,3250.00%35CommonSOLE
11777Q209BTGB2Gold Corp$4,2710.00%1,582CommonSOLE
374111052Apache Corp$4,1800.00%142CommonSOLE
285512109EAElectronic Arts Inc$4,1800.00%30CommonSOLE
50012A108KGSKodiak Gas Svcs Inc$4,1710.00%153CommonSOLE
86881A100SGRYSurgery Partners Inc$4,0920.00%172CommonSOLE
90184D100TWSTTwist Bioscience$4,0900.00%83CommonSOLE
224408104CRCrane Co$4,0590.00%28CommonSOLE
71844V201PECOPhillips Edison & Company, Inc$4,0560.00%124CommonSOLE
22717L101CRONCronos Group$3,9730.00%1,705CommonSOLE
83417Q2040OIASolarwinds Inc$3,9640.00%329CommonSOLE
808524888SCHCSchwab Intl Sm Cap ETF$3,9140.00%110CommonSOLE
92343E102VRSNVerisign Inc$3,9120.00%22CommonSOLE
915271100UVSPUnivest Financial Corporation$3,8350.00%168CommonSOLE
G68707101PAGSPagSeguro Digital Ltd$3,8230.00%327CommonSOLE
G4R20B107INTRInter & Co Inc$3,8130.00%620CommonSOLE
35909D109FYBRFrontier Comm$3,7960.00%145CommonSOLE
573284106MLMMartin Marietta$3,7930.00%7CommonSOLE
464286475EEMSiShares Emer Mtk SCap ETF$3,7890.00%62CommonSOLE
254687106DISDisney Co$3,7730.00%38CommonSOLE
07556Q881BZHBeazer Homes$3,7100.00%135CommonSOLE
45781M101INVAInnoviva Inc$3,6900.00%225CommonSOLE
85208M102SFMSprouts Farmers Market$3,6810.00%44CommonSOLE
06652K103BKUBankUnited$3,6590.00%125CommonSOLE
911163103UNFIUnited Natural Foods$3,6160.00%276CommonSOLE
Y1771G102CMRECostamare Inc$3,5980.00%219CommonSOLE
G0750C108AXTAAxalta Coating Sys Ltd$3,5880.00%105CommonSOLE
69753M105PLMRPalomar Holdings$3,5710.00%44CommonSOLE
18467V109YOUClear Secure Inc$3,4990.00%187CommonSOLE
64115T104NTCTNetscout Systems Inc$3,4750.00%190CommonSOLE
00912X302ALAir Lease Corp$3,4700.00%73CommonSOLE
931427108WFCWalgreens Boots Alliance$3,4590.00%286CommonSOLE
M81873107RDWRRadware Ltd$3,4290.00%188CommonSOLE
879433829TDSTelephone & Data$3,4200.00%165CommonSOLE
52472M101LEGHLegacy Housing Corp$3,3720.00%147CommonSOLE
576485205MTDRMatador Res Co.$3,3380.00%56CommonSOLE
055645303BRTBRT Apts Cp$3,3370.00%191CommonSOLE
302301106EZPWEZ Corp Inc Cl A$3,3190.00%317CommonSOLE
N70544106PL0Playa Hotels & Resorts$3,2050.00%382CommonSOLE
92764N102VIRVir Biotechnology$3,2040.00%360CommonSOLE
92343X100VTYVerint Systems Inc$3,1880.00%99CommonSOLE
00791N102Advantage Solutions Inc$3,1750.00%986CommonSOLE
92719V100VMEO*Vimeo Inc$3,1630.00%848CommonSOLE
390607109GLDDGreat Lakes Dredge & Dock Corp$3,1610.00%360CommonSOLE
00081T108ACCOACCO Brands Corp$3,1540.00%671CommonSOLE
92204A108VCRVanguard Cons Disc$3,1230.00%10CommonSOLE
767292105RIOTRiot Blockchain$3,1170.00%341CommonSOLE
363576109AJGArthur J Gallagher & Co$3,1120.00%12CommonSOLE
38046W204GOCOGoHealth Inc$3,1100.00%320CommonSOLE
76118Y104REZIResideo Technologies Inc$3,0510.00%156CommonSOLE
001084102AGCOAGCO Corp$3,0340.00%31CommonSOLE
156504300CCSCentury Cmntys Inc$3,0210.00%37CommonSOLE
042735100ARWArrow Electronics$3,0190.00%25CommonSOLE
69553P100PDPagerDuty Inc$2,9350.00%128CommonSOLE
59001A102MTHMeritage Homes$2,9130.00%18CommonSOLE
20030N101CMCSAComcast Corp A$2,8980.00%74CommonSOLE
78442P106SLMSLM Corporation$2,8900.00%139CommonSOLE
00971T101AKAMAkamai Technologies$2,8830.00%32CommonSOLE
90138F102TWLOTwilio Inc A$2,8400.00%50CommonSOLE
92337F107VCYTVeracyte Inc$2,8170.00%130CommonSOLE
704551100BTUPeabody Energy Corp$2,8090.00%127CommonSOLE
94106B101WCNWaste Connections Inc$2,8060.00%16CommonSOLE
68287N100OSPNOneSpan Inc$2,7950.00%218CommonSOLE
77543R102ROKURoku Inc$2,7570.00%46CommonSOLE
30063P105EXKExact Sciences Corp$2,6620.00%63CommonSOLE
852234103XYZSquare Inc A$2,6440.00%41CommonSOLE
771049103RBLXRoblox$2,6420.00%71CommonSOLE
75943R102RLAYRelay Therapeutics$2,5820.00%396CommonSOLE
88160R101TSLATesla Inc$2,5720.00%13CommonSOLE
030420103AWKAmerican Water Works$2,4540.00%19CommonSOLE
46138E214IDHQInvesco Intl Dev Quality$2,3730.00%78CommonSOLE
247361702DALDelta Air Lines Inc$2,3250.00%49CommonSOLE
12047B105BMBLBumble Inc$2,2810.00%217CommonSOLE
50540R409LSILab Corp of America$2,2390.00%11CommonSOLE
75574U101RCReady Capital Corp$2,2090.00%270CommonSOLE
L8681T102SPOTSpotify Tech$2,1970.00%7CommonSOLE
521865204LEALear Corp$2,1700.00%19CommonSOLE
150870103CECelanese Corp$2,1580.00%16CommonSOLE
679295105OKTAOkta Inc$2,0590.00%22CommonSOLE
754730109RJFRaymond James Financial$1,9780.00%16CommonSOLE
98980L101ZNGAZoom Video$1,8940.00%32CommonSOLE
98943L107ZNTLZentalis Pharmaceuticals, Inc$1,7830.00%436CommonSOLE
91332U101UUnity Software$1,4960.00%92CommonSOLE
88025U109TXG10X Genomics$1,4000.00%72CommonSOLE
464286202EWOiShares MSCI Austria Capped ET$1,0710.00%49CommonSOLE
302491303FMCFMC Corp$9780.00%17CommonSOLE
57667L107MTCHMatch Group$9720.00%32CommonSOLE
464286400EWZiShares Brazil ETF$8470.00%31CommonSOLE
87918A105TDOCTeladoc Inc$8410.00%86CommonSOLE
896239100TRMBTrimble Navigation Ltd$8390.00%15CommonSOLE
G87110105FTITechnipFMC plc$8370.00%32CommonSOLE
M25133105CGNTCognyte Software$7560.00%99CommonSOLE
22052L104CTVACorteva Inc$7550.00%14CommonSOLE
M20791105CAMTCamtek Ltd$7510.00%6CommonSOLE
44919P508IACIEURIAC/Interactive Corp$7030.00%15CommonSOLE
803607100SRPTSarepta Thera$6320.00%4CommonSOLE
433000106HIMSHims & Hers Health Inc$6260.00%31CommonSOLE
26701L100BROSDutch Bros$6210.00%15CommonSOLE
M25722105CGENCompugen$6010.00%358CommonSOLE
320517105FHNFirst Horizon Natl$5990.00%38CommonSOLE
G39637205GOGLGolden Ocean Group$5930.00%43CommonSOLE
739128106POWLPowell Industries Inc$5740.00%4CommonSOLE
81141R100SESea Ltd$5710.00%8CommonSOLE
30069T101EEExcelerate Energy$5350.00%29CommonSOLE
04523Y105ASPNAspen Aerogels Inc$5250.00%22CommonSOLE
67059N108NTNXNutanix Inc A$5120.00%9CommonSOLE
05478C105AZEKAzek Co Inc$5060.00%12CommonSOLE
925550105VIAVViavi Solutions Inc$4950.00%72CommonSOLE
25659T107DLBDolby Labs Inc$4750.00%6CommonSOLE
002474104AZZAzz Inc$4630.00%6CommonSOLE
912909108USX1United States Steel$4540.00%12CommonSOLE
03957W106AROCArchrock Inc.$4450.00%22CommonSOLE
86272C103STRAStrategic Ed Inc$4430.00%4CommonSOLE
M2197Q107CLBTCellebrite DI Ltd$4420.00%37CommonSOLE
45827U109INTAIntapp Inc$4400.00%12CommonSOLE
69404D108PACBPacific Biosciences$4330.00%316CommonSOLE
156431108CENXCentury Alum Co$4190.00%25CommonSOLE
29384C108TRDAEntrada Therapeutics Inc$4130.00%29CommonSOLE
784117103SEICSEI Investments Co$3880.00%6CommonSOLE
23954D109DAWNGBXDay One Biopharmaceuticals, In$3860.00%28CommonSOLE
50077B207KTOSKratos Defense & Security Solu$3800.00%19CommonSOLE
30041R108EVEREverQuote Inc$3750.00%18CommonSOLE
70509V100PEBPebblebrook Hotel$3710.00%27CommonSOLE
60938k304Moneylion Inc$3680.00%5CommonSOLE
194014502ENOVEnovis Corporation$3620.00%8CommonSOLE
650111107NYTNew York Times$3580.00%7CommonSOLE
74267c106Proassurance Corp$3540.00%29CommonSOLE
56035L104MAINMain St Capital$3530.00%7CommonSOLE
07373V105BEAMBeam Therapeutics$3510.00%15CommonSOLE
98420N105XENEXenon Pharmaceuticals Inc$3510.00%9CommonSOLE
09239B109BLBlackLine Inc$3390.00%7CommonSOLE
157085101CERSCerus Corp$3380.00%192CommonSOLE
M85548101SSYSStratasys Ltd$3360.00%40CommonSOLE
46222L108IONQIONQ Inc$3160.00%45CommonSOLE
29404K106ENVUSDEnvestnet Inc$3130.00%5CommonSOLE
668074305NWENorthWestern Corp$3000.00%6CommonSOLE
G9460G101VALValaris Ltd$2980.00%4CommonSOLE
57667T100MTLSMaterialise$2660.00%53CommonSOLE
34965K107FTREFortrea Holdings$2570.00%11CommonSOLE
31189P102FATEFate Therapeutics$980.00%30CommonSOLE
37611X100DNA4EURGinkgo Bioworks$780.00%234CommonSOLE
861896108SNEXStoneX Group Inc$380.00%0CommonSOLE
90089L108TSPHTuSimple Holdings$220.00%66CommonSOLE
90214J1012U Inc$150.00%3CommonSOLE
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.