MondegarAI
C M BIDWELL & ASSOCIATES LTD

Q3 2024 · 13F-HR

C M BIDWELL & ASSOCIATES LTDholdings as filed

Filed 2024-11-13 · accession 0001091860-24-000011

$163.5M
Reported value
501
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 501

CUSIPTickerIssuerValue% port.SharesClassVoting
921937827BSVVanguard ST Bond ETF$11.5M7.03%146,077CommonSOLE
464287655IWMiShares Russell 2000 ETF$7.4M4.50%33,293CommonSOLE
464287622IWBiShares Russell 1000 ETF$7.3M4.49%23,373CommonSOLE
922908769VTIVanguard Ttl Stk Mkt ETF$7.1M4.35%25,100CommonSOLE
922908363VOOVanguard S&P 500 ETF$6.2M3.80%11,785CommonSOLE
464288612GVIiShares Int Gov/Cr Bd ETF$5.5M3.36%51,360CommonSOLE
46432F859ISTBiShares Core 1-5 Year USD Bond$4.4M2.69%90,480CommonSOLE
921937819BIVVanguard Int Bd ETF$4.1M2.53%52,783CommonSOLE
922020805VTIPVanguard ST TIPS ETF$4.0M2.44%80,958CommonSOLE
921943858VEAVanguard FTSE Developed Market$3.9M2.40%74,287CommonSOLE
464288240ACWXiShares MSCI ACWI ex US ETF$3.9M2.39%68,202CommonSOLE
921937835BNDVanguard Total Bond Market ETF$3.9M2.38%51,849CommonSOLE
25434V708DFACDFA US Core Equity 2$3.6M2.18%103,859CommonSOLE
808524870SCHPSchwab US TIPS ETF$3.5M2.14%65,310CommonSOLE
922907746VTEBVanguard Tax Exempt Bond ETF$3.3M1.99%63,761CommonSOLE
808524201SCHXSchwab US Lg Cap ETF$3.0M1.86%44,796CommonSOLE
808524102SCHBSchwab US Mkt ETF$2.9M1.75%42,926CommonSOLE
25434V880DFAXDFA World ex US Core Equity 2$2.2M1.36%82,257CommonSOLE
808524607SCHASchwab US Sm Cap ETF$2.1M1.29%41,086CommonSOLE
037833100AAPLApple Inc$2.1M1.28%8,992CommonSOLE
594918104MSFTMicrosoft Corp$2.0M1.24%4,722CommonSOLE
67066G104NVDANVidia Corp$1.9M1.15%15,530CommonSOLE
78464A854SPYMSPDR S&P 500 ETF$1.7M1.03%25,034CommonSOLE
808524839SCHZSchwab US Aggregate Bond ETF$1.6M1.01%34,675CommonSOLE
808524805SCHFSchwab Intl Equity ETF$1.6M1.01%39,996CommonSOLE
921908844VIGVanguard Div Ap ETF$1.5M0.94%7,762CommonSOLE
922908611VBRVanguard Small Cap Value ETF$1.5M0.89%7,228CommonSOLE
922042858VWOVanguard EM ETF$1.4M0.83%28,336CommonSOLE
922908751VBVanguard Sm Cap ETF$1.4M0.83%5,713CommonSOLE
921946406VYMVanguard High Dividend Yield E$1.3M0.82%10,467CommonSOLE
02079K305GOOGLAlphabet Inc$1.2M0.71%7,011CommonSOLE
46432F842IEFAiShares Core MSCI EAFE ETF$1.1M0.68%14,300CommonSOLE
30303M102METAMeta Platforms Inc$1.1M0.68%1,940CommonSOLE
023135106AMZNAmazon.com Inc$1.1M0.67%5,903CommonSOLE
808524862SCHOSchwab ST Treas ETF$1.1M0.67%22,365CommonSOLE
464288414MUBiShares Muni Bond ETF$1.1M0.65%9,796CommonSOLE
808524797SCHDSchwab US Div Eq ETF$972,5180.59%11,505CommonSOLE
92206C664VTWOVanguard Rus 2000 ETF$969,0590.59%10,844CommonSOLE
46435G326IDEViShares Core MSCI Int'l Dev Mk$932,4770.57%13,165CommonSOLE
922908744VTVVanguard Lg Cap Val ETF$898,4000.55%5,146CommonSOLE
922042742VTVanguard Total World Stock ETF$814,4330.50%6,804CommonSOLE
464288158SUBiShares ST Muni ETF$810,4420.50%7,632CommonSOLE
808524706SCHESchwab EM Equity ETF$762,0890.47%26,117CommonSOLE
78462F103SPYSPDR S&P 500 ETF Trust$737,2750.45%1,285CommonSOLE
25434V104DFAUDFA US Core Equity$707,5540.43%17,827CommonSOLE
25434V799DFICDFA Intl Core Eq 2$704,8230.43%25,047CommonSOLE
25434V815DFSVDFA US Small Cap Value$669,2790.41%21,730CommonSOLE
922908637VVVanguard Lrg Cap ETF$659,5410.40%2,505CommonSOLE
25434V781DISVDFA Intl Small Cap Value$639,3780.39%22,002CommonSOLE
922908512VOEVanguard Mid Cap Value ETF$605,7920.37%3,613CommonSOLE
92206C409VCSHVanguard Short Term Corp Bond$604,2520.37%7,608CommonSOLE
464287226AGGiShares US Agg Bd ETF$601,6450.37%5,941CommonSOLE
040413106ANETEURArista Networks Inc$585,7090.36%1,526CommonSOLE
64110L106NFLXNetflix Inc$560,3230.34%790CommonSOLE
46138E206PWZInvesco CA Muni Bond ETF$555,0710.34%22,132CommonSOLE
V7780T103RCLRoyal Carribean Cruises$543,7860.33%3,066CommonSOLE
464287150ITOTiShares Core S&P Ttl Stk ETF$542,4270.33%4,318CommonSOLE
92537N108VRTVertiv Hldgs Co$528,9880.32%5,317CommonSOLE
21037T109CEGConstellation Energy$525,7600.32%2,022CommonSOLE
91307C102UTHRUnited Therapeutics$514,9490.31%1,437CommonSOLE
46625H100JPMJP Morgan Chase$474,2240.29%2,249CommonSOLE
760759100RSGRepublic Services Inc$464,5430.28%2,313CommonSOLE
46641Q654JMSTJPMorgan Ultra Short Muni$451,5830.28%8,865CommonSOLE
743315103PGRProgressive Corp$448,6480.27%1,768CommonSOLE
70450Y103PYPLPaypal Holdings Inc$442,1960.27%5,667CommonSOLE
443201108HWMHowmet Aerospace$441,7010.27%4,406CommonSOLE
913903100UHSUniversal Health Services$439,6990.27%1,920CommonSOLE
25434V203DFAIDFA Intl Core Equity$423,1510.26%13,315CommonSOLE
03831W108APPApplovin Corp$422,0680.26%3,233CommonSOLE
56585A102MPCMarathon Petroleum$412,3250.25%2,531CommonSOLE
243537107DECKDeckers Outdoors$405,6410.25%2,544CommonSOLE
25434V872DFCFDFA Core Fixed Inc ETF$382,3180.23%8,852CommonSOLE
921910873MGCVanguard MegaCap ETF$379,3910.23%1,836CommonSOLE
22160K105COSTCostco Wholesale Corp$372,3380.23%420CommonSOLE
189054109CLXClorox Co$360,6830.22%2,214CommonSOLE
922475108VEEVVeeva Systems Inc$354,6800.22%1,690CommonSOLE
761152107RMDResmed Inc$350,8000.21%1,437CommonSOLE
064058100BKBank of NY Mellon$343,4190.21%4,779CommonSOLE
532457108LLYEli Lilly & Co$341,0870.21%385CommonSOLE
278865100ECLEcolab Inc$331,4180.20%1,298CommonSOLE
45784P101PODDInsulet Corp$319,7980.20%1,374CommonSOLE
526057104LENLennar Corp$318,5290.19%1,699CommonSOLE
872590104TMUST-Mobile US Inc$316,7630.19%1,535CommonSOLE
921946794VYMIVanguard Intl High Div Yield$311,4680.19%4,242CommonSOLE
46434G103IEMGiShares MSCI EM ETF$310,2440.19%5,404CommonSOLE
717081103PFEPfizer Inc$310,2370.19%10,720CommonSOLE
05722G100BKRBaker Hughes Co$309,4440.19%8,560CommonSOLE
19761L607MUSTColumbia Muni ETF$309,1440.19%14,877CommonSOLE
459200101IBMIntl Bus Machines$309,0700.19%1,398CommonSOLE
04621X108AIZAssurant Inc$308,4320.19%1,551CommonSOLE
12541W209CHRWC H Robinson Worldwide$304,9520.19%2,763CommonSOLE
902252105TYLTyler Technologies$303,5340.19%520CommonSOLE
12503M108CBOECBOE Global Markets$298,9050.18%1,459CommonSOLE
98954M101ZGZillow Group$287,2310.18%4,638CommonSOLE
854502101SWKStanley Black & Decker$284,7960.17%2,586CommonSOLE
690742101OCOwens Corning Inc$284,0210.17%1,609CommonSOLE
595112103MUMicron Technology Inc$279,4980.17%2,695CommonSOLE
921909768VXUSVanguard Total Intl ETF$273,5910.17%4,226CommonSOLE
713448108PEPPepsico Inc$266,1280.16%1,565CommonSOLE
571748102MRSHMarsh & McLennan$265,2540.16%1,189CommonSOLE
03073E105CORCencora Inc$263,7940.16%1,172CommonSOLE
25434V302DFAEDFA Emerging Mkts$258,9970.16%9,449CommonSOLE
770700102HOODRobinhood Markets$256,4960.16%10,952CommonSOLE
025072505TAXFAm Cntry Div Muni ETF$252,0610.15%4,902CommonSOLE
512807108LRCXEURLam Research Corp$249,7200.15%306CommonSOLE
30161N101EXCExelon Corp$235,3930.14%5,805CommonSOLE
172908105CTASCintas Corporation$230,5860.14%1,120CommonSOLE
25434V732DFEMDFA Emrg Mkts Core 2$230,0980.14%8,174CommonSOLE
78463X475SPGMSPDR MSCI Global Stock Market$229,7810.14%3,548CommonSOLE
550021109LULULululemon Athletica Inc$229,2910.14%845CommonSOLE
25434V500DFASDFA US Small Cap ETF$226,7510.14%3,496CommonSOLE
313745101FRTFederal Realty Inv Trust$226,7210.14%1,972CommonSOLE
78468R101SPTSSPDR Short Term Treasury ETF$225,7220.14%7,675CommonSOLE
701094104PHParker Hannifin Corp$225,5600.14%357CommonSOLE
084670702BRK/BBerkshire Hathaway B$223,6860.14%486CommonSOLE
76131D103QSRRestaurant Brands Intl$220,8310.14%3,062CommonSOLE
98980G102ZSZscaler Inc$220,3420.13%1,289CommonSOLE
922908629VOVanguard Mid-Cap ETF$210,9040.13%799CommonSOLE
882508104TXNTexas Instruments Inc$209,4620.13%1,014CommonSOLE
26614N102DDDuPont de Nemours Inc$208,9630.13%2,345CommonSOLE
78355W106Guggenheim S&P 500 Equal Weigh$206,0340.13%1,150CommonSOLE
29444U700EQIXEquinix Inc$205,9300.13%232CommonSOLE
56501R106MFCManulife Financial$202,6540.12%6,858CommonSOLE
60871R209TAPMolson Coors Beverage$202,4700.12%3,520CommonSOLE
49456B101KMIKinder Morgan$201,4390.12%9,119CommonSOLE
745867101PHMPulte Corp$201,0860.12%1,401CommonSOLE
718172109PMPhillip Morris Intl Inc$191,0840.12%1,574CommonSOLE
N00985106AERAerCap Holdings NV$190,5770.12%2,012CommonSOLE
19260Q107COINCoinbase Global$189,3950.12%1,063CommonSOLE
863667101SYKStryker Corp$184,9650.11%512CommonSOLE
46434V456IQLTiShares MSCI Intl Qlty$183,1370.11%4,414CommonSOLE
149123101CATCaterpillar Inc$183,0440.11%468CommonSOLE
46641Q647JMUBJPMorgan Muni ETF$180,2140.11%3,515CommonSOLE
46137V597PRFZInvesco FTSE RAFI US 1500 Smal$179,9110.11%4,330CommonSOLE
25434V609DFATDFA US Targeted Value$176,6810.11%3,176CommonSOLE
084423102WRBBerkeley WR Corp$174,4450.11%3,075CommonSOLE
874054109TTWOTake-Two Interactive$169,6960.10%1,104CommonSOLE
25434V617DFAWDFA World Equity ETF$168,3590.10%2,653CommonSOLE
142339100CSLCarlisle Companies Inc$168,2060.10%374CommonSOLE
90353T100UBERUber Tech$167,3810.10%2,227CommonSOLE
931142103WMTWalmart Inc$165,6180.10%2,051CommonSOLE
101137107BSXBoston Scientific$165,1700.10%1,971CommonSOLE
452327109ILMNIllumina Inc$164,7080.10%1,263CommonSOLE
756109104ORealty Income Corp$158,2960.10%2,496CommonSOLE
00971T101AKAMAkamai Technologies$154,0500.09%1,526CommonSOLE
871607107SNPSSynopsys Inc$152,9300.09%302CommonSOLE
464286533EEMViShares Min Vol EM ETF$150,8560.09%2,406CommonSOLE
925652109VICIVICI Properties$148,8620.09%4,469CommonSOLE
27579R104EWBCEast West Bancorp Inc$147,5250.09%1,783CommonSOLE
92206C102VGSHVanguard ST Gvt Bd ETF$145,4840.09%2,465CommonSOLE
464287176TIPiShares TIPS Bond ETF$142,7140.09%1,292CommonSOLE
461202103INTUIntuit$140,9670.09%227CommonSOLE
922908736VUGVanguard Growth ETF$134,7590.08%351CommonSOLE
31620M106FISFidelity Natl Info Svcs$132,6600.08%1,584CommonSOLE
81369Y506XLEEnergy Sctr SPDR ETF$127,0590.08%1,447CommonSOLE
169656105CMGChipotle Mexican Grill$123,8830.08%2,150CommonSOLE
15135B101CNCCentene Corp$123,7600.08%1,644CommonSOLE
464287507IJHiShares Core S&P Mid-Cap ETF$123,4020.08%1,980CommonSOLE
00724F101ADBEAdobe Systems Inc$121,1610.07%234CommonSOLE
21036P108STZConstellation Brands Inc$114,6720.07%445CommonSOLE
29084Q100EMEEMCOR Group$113,2290.07%263CommonSOLE
872540109TJXTJX Companies$112,2510.07%955CommonSOLE
670100205NVONovo Nordisk ADR$110,2590.07%926CommonSOLE
921937686VSIAXVanguard Small Cap Value Index$109,7360.07%1,272CommonSOLE
776696106ROPRoper Tech$109,6190.07%197CommonSOLE
64110D104NTAPNetApp Inc$108,4420.07%878CommonSOLE
453204109PIImpinj Inc$105,6620.06%488CommonSOLE
46138E735PDNInvesco FTSE RAFI Dev Mkts ex-$104,5710.06%2,975CommonSOLE
28618M106ESIElement Solutions Inc$102,0940.06%3,759CommonSOLE
921946810VIGIVanguard Intl Div App$101,3450.06%1,148CommonSOLE
494368103KMBKimberly Clark$100,5920.06%707CommonSOLE
26603R106DUOLDuolingo Inc$99,5530.06%353CommonSOLE
284902509EGOEldorado Gold Corp$98,6620.06%5,680CommonSOLE
465741106ITRIItron Inc$93,8860.06%879CommonSOLE
197236102COLBColumbia Banking System$93,4740.06%3,580CommonSOLE
55306N104MKSIMKS Instruments$93,1640.06%857CommonSOLE
23345M107DTMDT Midstream$92,1110.06%1,171CommonSOLE
46817M107JXNJackson Financial$91,9600.06%1,008CommonSOLE
146869102CVNACarvana Co$90,1890.06%518CommonSOLE
665531307NOGNorthern Oil and Gas$86,1170.05%2,432CommonSOLE
629209305NMIHNMI Holdings$85,8810.05%2,085CommonSOLE
29249E109ACTEnact Holdings$85,5570.05%2,355CommonSOLE
26441C204DUKDuke Energy Corporation$84,8610.05%736CommonSOLE
49803T300KRGKite Rlty Group$84,8590.05%3,195CommonSOLE
49714P108KNSLKinsale Cap Group$84,7340.05%182CommonSOLE
574795100MASIMasimo Corp$83,4650.05%626CommonSOLE
58502B106MDPediatrix Medical Group$83,3550.05%7,192CommonSOLE
35905A109FTDRFrontDoor Inc$82,6390.05%1,722CommonSOLE
88025T102TENBTenable Hldgs$81,1210.05%2,002CommonSOLE
808524300SCHGSchwab US LCap Grw ETF$80,1140.05%769CommonSOLE
830879102SKYWSkyWest Inc$79,9190.05%940CommonSOLE
974155103WINGWingstop Inc$79,4710.05%191CommonSOLE
200525103CBSHCommerce Bancshares$78,0520.05%1,314CommonSOLE
256163106DOCUDocusign Inc$77,6120.05%1,250CommonSOLE
002896207ANFAbercrombie and Fitch$77,0850.05%551CommonSOLE
03820C105AITApplied Industrial Tech$76,9800.05%345CommonSOLE
70202L102PSNParsons Corp$76,7230.05%740CommonSOLE
09627Y1092655787DBlueprint Medicines$76,4970.05%827CommonSOLE
038336103ATRAptargroup Inc$75,6100.05%472CommonSOLE
14843C105CSTLCastle Biosciences$74,1520.05%2,600CommonSOLE
03783C100APPFAppfolio Inc$74,1510.05%315CommonSOLE
G50871105JAZZJazz Pharma$73,7530.05%662CommonSOLE
148929102CAVACAVA Group Inc$73,1950.04%591CommonSOLE
00182C103ANIPANI Pharma$73,0240.04%1,224CommonSOLE
427096508HTGCHercules Capital$71,4900.04%3,640CommonSOLE
46434G863ESGEiShares ESG MSCI EM ETF$70,1620.04%1,927CommonSOLE
55087P104LYFTLyft Inc$69,5510.04%5,455CommonSOLE
58506Q109MEDPMedpace Holdings Inc$69,4300.04%208CommonSOLE
29275Y102ENSEnerSys$69,0880.04%677CommonSOLE
464286392URTHiShares MSCI World ETF$67,5690.04%431CommonSOLE
222795502CUZCousins Properties Inc$67,5680.04%2,292CommonSOLE
76171L106REYNReynolds Consumer$67,3310.04%2,165CommonSOLE
983793100XPOXPO Inc$65,4740.04%609CommonSOLE
80874P109LNWOLight & Wonder Inc$60,3350.04%665CommonSOLE
689648103OTTROtter Tail Power$59,8710.04%766CommonSOLE
464288679SHViShares Short Treasury Bond ET$58,1910.04%526CommonSOLE
25434V716DFSUDFA US Sus Core$55,7700.03%1,500CommonSOLE
25434V773DFISDFA Intl Small Cap$54,7600.03%2,041CommonSOLE
87422Q109TLNTalen Energy Corp$52,5810.03%295CommonSOLE
679580100ODFLOld Dominion Freight$52,4410.03%264CommonSOLE
46429B747STIPiShares Brc 0 - 5 Yr Tip$52,1800.03%515CommonSOLE
25434V666DFLVDFA US Large Cap Value$51,6990.03%1,678CommonSOLE
700517105PKPark Hotels Resorts$48,3770.03%3,431CommonSOLE
46138E727PXHInvesco FTSE EM ETF$47,9290.03%2,184CommonSOLE
46641Q696JP Morgan BetaBuilders Canada$46,6270.03%645CommonSOLE
25434V690DFSIDFA Intl Sus Core$46,4560.03%1,300CommonSOLE
217204106CPRTCopart Inc$45,6930.03%872CommonSOLE
609207105MDLZMondelez Intl Inc$44,7180.03%607CommonSOLE
147528103CASYCasey's General Stores$44,3340.03%118CommonSOLE
97717W604DESWisdomTree US Small Cap Div ET$44,0780.03%1,278CommonSOLE
464287309IVWiShares S&P 500 Growth$43,2790.03%452CommonSOLE
478160104JNJJohnson & Johnson$41,8110.03%258CommonSOLE
29261A100EHCEncompass Health$41,7480.03%432CommonSOLE
65290E101NXTNextracker Inc$41,4900.03%1,107CommonSOLE
922042718VSSVanguard FTSE All World ex-US$39,5510.02%314CommonSOLE
92204A801VAWVanguard Materials ETF$39,1220.02%185CommonSOLE
Y2573F102FLEXFlex Ltd$38,6120.02%1,155CommonSOLE
405024100HAEHaemonetics Corp$38,4220.02%478CommonSOLE
68404L201OPCHOption Care Health$36,9650.02%1,181CommonSOLE
464287804IJRiShares Core S&P Small Cap ETF$34,0350.02%291CommonSOLE
26856L103ELFELF Beauty Inc$31,9460.02%293CommonSOLE
737446104POSTPost Hldgs Inc$31,1370.02%269CommonSOLE
464288273SCZiShares MSCI Small Cap Idx ETF$30,5330.02%451CommonSOLE
25434V682DFSEDFA Emg Mkts Sus Core$28,3360.02%800CommonSOLE
31428X106FDXFedEx Corp$27,3680.02%100CommonSOLE
74164M108PRIPrimerica Inc$27,3100.02%103CommonSOLE
922908538VOTVanguard Mid-Cap Growth ETF$25,8080.02%106CommonSOLE
15118V207CELHCelsius Hldgs Inc$25,7470.02%821CommonSOLE
808524672SCHYSchwab Intl Div ETF$25,1230.02%960CommonSOLE
464287598IWDiShares Russell 1000 Value ETF$23,5350.01%124CommonSOLE
879360105TDYTeledyne Technologies$23,1960.01%53CommonSOLE
46435G532SDGiShares MSCI Global Impact$22,5540.01%266CommonSOLE
46137V613PRFPowershares RAFI US 1000 ETF$22,1430.01%545CommonSOLE
33733E302FDNFirst Trust Internet$21,1830.01%100CommonSOLE
437076102HDHome Depot Inc$20,6650.01%51CommonSOLE
62944T105NVRNVR Inc$19,6240.01%2CommonSOLE
464287168DVYiShares Select Dividend$18,9100.01%140CommonSOLE
697435105PANWPalo Alto Networks$18,4570.01%54CommonSOLE
34959E109FTNTFortinet Inc$17,4490.01%225CommonSOLE
464287291IXNiShares Global Tech ETF$17,3310.01%210CommonSOLE
666807102NOCNorthrop Gruman$16,8980.01%32CommonSOLE
007903107AMDAdvance Micro Devices$16,4080.01%100CommonSOLE
858119100STLDSteel Dynamics$16,1380.01%128CommonSOLE
464287465EFAiShares MSCI EAFE ETF$15,2210.01%182CommonSOLE
46090E103QQQInvesco QQQ$14,6420.01%30CommonSOLE
144285103CRSCarpenter Technology$14,5220.01%91CommonSOLE
91324P102UNHUnited Healthcare Corp$14,0320.01%24CommonSOLE
46429B689EFAViShares EAFE Min Vol ETF$13,5760.01%177CommonSOLE
35473P884FLQMFranklin US Mid Cap Multifacto$13,3680.01%240CommonSOLE
303075105FDSFactset Research$13,3360.01%29CommonSOLE
204166102CVLTCommvault Systems Inc$13,0770.01%85CommonSOLE
33733E203FBTFirst Trust Biotech$12,8950.01%75CommonSOLE
384109104GGGGraco Inc$12,6010.01%144CommonSOLE
00214Q104ARKKArk Innovation ETF$12,3100.01%259CommonSOLE
G5960L103MDTMedtronic plc$12,2440.01%136CommonSOLE
670346105NUENucor Corp$12,1780.01%81CommonSOLE
464287887IJTiShares S&P Sm Cap 600 Grwth$11,9960.01%86CommonSOLE
548661107LOWLowes Companies Inc$11,9170.01%44CommonSOLE
758750103RRXRBC Bearings Inc$11,6760.01%39CommonSOLE
826919102SLABSilicon Laboratories Inc$11,4410.01%99CommonSOLE
464287606IJKiShares S&P Mid Cap 400 Grwth$11,3990.01%124CommonSOLE
69608A108PLTRPalantir Technologies$11,2720.01%303CommonSOLE
92826C839VVisa Inc$10,9980.01%40CommonSOLE
G1151C101ACNAccenture plc$10,6040.01%30CommonSOLE
02079K107GOOGAlphabet Inc$10,0310.01%60CommonSOLE
29109X106AZPN1USDAspen Technologies Inc$10,0300.01%42CommonSOLE
201723103CMCCommercial Metals Co$9,9480.01%181CommonSOLE
M2682V108CYBRCyberArk Software Ltd$9,9150.01%34CommonSOLE
315616102FFIVF5 Networks Inc$9,9090.01%45CommonSOLE
73278L105POOLPool Corp$9,7970.01%26CommonSOLE
18915M107NETCloudflare Inc$9,7880.01%121CommonSOLE
11135F101AVGOBroadcom Inc$8,6250.01%50CommonSOLE
464287754IYJiShares US Industrials$8,5550.01%64CommonSOLE
525327102LDOSLeidos Holdings Inc$8,3130.01%51CommonSOLE
26142V105DKNGDraftKings Inc$8,3100.01%212CommonSOLE
030420103AWKAmerican Water Works$8,1890.01%56CommonSOLE
81369Y886XLUUtilities Sctr SPDR ETF$8,1590.00%101CommonSOLE
57060D108MKTXMarketAxess Hldgs Inc$7,4300.00%29CommonSOLE
053611109AVYAvery Dennison Corp$7,0640.00%32CommonSOLE
343412102FLRFluor Corp$7,0610.00%148CommonSOLE
69553P100PDPagerDuty Inc$7,0300.00%379CommonSOLE
464287564ICFiShares REIT$6,7230.00%102CommonSOLE
65339F101NEENextera Energy Inc$6,6780.00%79CommonSOLE
426281101JKHYJack Henry & Assoc$6,5320.00%37CommonSOLE
G5876H105MRVLEURMarvell Technology$6,4190.00%89CommonSOLE
82509L107SHOPShopify Inc$6,4110.00%80CommonSOLE
03938L203MTArcelorMittal$6,2500.00%238CommonSOLE
18467V109YOUClear Secure Inc$6,1970.00%187CommonSOLE
668771108GENGen Digital$6,1170.00%223CommonSOLE
74758T303QLYSQualys Inc$6,0380.00%47CommonSOLE
031100100AMEAmetek Inc$6,0100.00%35CommonSOLE
407497106HLNEHamilton Lane Inc$5,8940.00%35CommonSOLE
539830109LMTLockheed Martin$5,8460.00%10CommonSOLE
398905109GPIGroup 1 Auto$5,7460.00%15CommonSOLE
749607107RLIRLI Corp$5,7340.00%37CommonSOLE
46132C107VMOInvesco Muni Opportunity$5,6280.00%548CommonSOLE
M22465104CHKPCheck Point Software$5,5910.00%29CommonSOLE
86881A100SGRYSurgery Partners Inc$5,5450.00%172CommonSOLE
25434V864DFSDDimensional Short Duration$5,3950.00%113CommonSOLE
009158106APDAir Products & Chemicals$5,3590.00%18CommonSOLE
579780206MKCMcCormick & Company$5,2670.00%64CommonSOLE
018581108BFHBread Financial$5,2340.00%110CommonSOLE
53220K504LGNDLigand Pharmaceuticals$5,2050.00%52CommonSOLE
92939U106WECWEC Energy Group Inc$5,0980.00%53CommonSOLE
825690100SSTKShutterstock Inc$5,0930.00%144CommonSOLE
001055102AFLAflac Inc$5,0310.00%45CommonSOLE
077454106BDCBelden Inc$4,9190.00%42CommonSOLE
11777Q209BTGB2Gold Corp$4,8730.00%1,582CommonSOLE
125896100CMSCMS Energy Corporation$4,8730.00%69CommonSOLE
85208M102SFMSprouts Farmers Market$4,8580.00%44CommonSOLE
049560105ATOAtmos Energy Corp$4,8550.00%35CommonSOLE
915271100UVSPUnivest Financial Corporation$4,7280.00%168CommonSOLE
35138V102FOXFFox Factory Hldgs Corp$4,6890.00%113CommonSOLE
71844V201PECOPhillips Edison & Company, Inc$4,6760.00%124CommonSOLE
646025106NJRNJ Resources Corp$4,6730.00%99CommonSOLE
92532F100VRTXVertex Pharma Inc$4,6510.00%10CommonSOLE
78409v104S&P Global Inc$4,6500.00%9CommonSOLE
34379V103FLNCFluence Energy Inc$4,6330.00%204CommonSOLE
032654105ADIAnalog Devices Inc$4,6030.00%20CommonSOLE
06652K103BKUBankUnited$4,5550.00%125CommonSOLE
031162100AMGNAmgen Incorporated$4,5110.00%14CommonSOLE
45866F104ICEIntercontinental Exch$4,4980.00%28CommonSOLE
808524888SCHCSchwab Intl Sm Cap ETF$4,4690.00%116CommonSOLE
115236101BROBrown & Brown Inc$4,4550.00%43CommonSOLE
00653Q102AHCOAdapthealth Cp$4,4470.00%396CommonSOLE
053015103ADPAutomatic Data Prcg$4,4280.00%16CommonSOLE
704326107PAYXPaychex Inc$4,4280.00%33CommonSOLE
92337F107VCYTVeracyte Inc$4,4250.00%130CommonSOLE
892356106TSCOTractor Supply Co$4,3640.00%15CommonSOLE
194162103CLColgate Palmolive$4,3600.00%42CommonSOLE
45781M101INVAInnoviva Inc$4,3450.00%225CommonSOLE
438516106HONHoneywell Intl$4,3410.00%21CommonSOLE
891092108TTCToro Company$4,3360.00%50CommonSOLE
285512109EAElectronic Arts Inc$4,3030.00%30CommonSOLE
01748X102ALGTAllegiant Travel$4,2950.00%78CommonSOLE
83417Q2040OIASolarwinds Inc$4,2930.00%329CommonSOLE
30063P105EXKExact Sciences Corp$4,2920.00%63CommonSOLE
502431109LHXL3 Harris Tech Inc$4,2820.00%18CommonSOLE
668074305NWENorthWestern Corp$4,2340.00%74CommonSOLE
20786W107CNOBConnectOne Bancorp$4,2080.00%168CommonSOLE
824348106SHWSherwin Williams$4,1980.00%11CommonSOLE
M81873107RDWRRadware Ltd$4,1890.00%188CommonSOLE
92343E102VRSNVerisign Inc$4,1790.00%22CommonSOLE
31188V100FSLYFastly$4,1630.00%550CommonSOLE
742718109PGProcter & Gamble Co$4,1570.00%24CommonSOLE
70509V100PEBPebblebrook Hotel$4,1410.00%313CommonSOLE
64115T104NTCTNetscout Systems Inc$4,1320.00%190CommonSOLE
G4R20B107INTRInter & Co Inc$4,1290.00%620CommonSOLE
70932M107PFSIPennymac Finl Svcs Inc$4,1030.00%36CommonSOLE
68213N109OMCLOmnicell Inc$4,0550.00%93CommonSOLE
98419M100XYLXylem Inc$4,0510.00%30CommonSOLE
52472M101LEGHLegacy Housing Corp$4,0200.00%147CommonSOLE
464286475EEMSiShares Emer Mtk SCap ETF$4,0190.00%63CommonSOLE
477143101JBLUJetblue Airways$3,9950.00%609CommonSOLE
431636109HLMNHillman Solutions Corp$3,9710.00%376CommonSOLE
62955J103NOVNOV Inc$3,9610.00%248CommonSOLE
83066P309SKILSkillsoft$3,9520.00%255CommonSOLE
69888T207PARRPar Pacific Holdings$3,9420.00%224CommonSOLE
87724P106TMHCTaylor Morrison Home$3,9350.00%56CommonSOLE
369550108GDGeneral Dynamics$3,9290.00%13CommonSOLE
235825205DANDana Holding Corp$3,9180.00%371CommonSOLE
98401F105XNCRXencor Inc$3,8810.00%193CommonSOLE
268603107LOCOEl Pollo Loco Inc$3,8770.00%283CommonSOLE
11133T103BRBroadridge Finl Solutions$3,8710.00%18CommonSOLE
75943R102RLAYRelay Therapeutics$3,8440.00%543CommonSOLE
879433829TDSTelephone & Data$3,8360.00%165CommonSOLE
156504300CCSCentury Cmntys Inc$3,8100.00%37CommonSOLE
G0750C108AXTAAxalta Coating Sys Ltd$3,8000.00%105CommonSOLE
866082100INNSummit Hotel Properties$3,8000.00%554CommonSOLE
09247X101BLKCHFBlackRock Inc$3,7980.00%4CommonSOLE
390607109GLDDGreat Lakes Dredge & Dock Corp$3,7910.00%360CommonSOLE
573284106MLMMartin Marietta$3,7680.00%7CommonSOLE
90184D100TWSTTwist Bioscience$3,7500.00%83CommonSOLE
H1467J104CBChubb Limited$3,7490.00%13CommonSOLE
59001A102MTHMeritage Homes$3,6910.00%18CommonSOLE
00081T108ACCOACCO Brands Corp$3,6700.00%671CommonSOLE
254687106DISDisney Co$3,6550.00%38CommonSOLE
68287N100OSPNOneSpan Inc$3,6340.00%218CommonSOLE
302301106EZPWEZ Corp Inc Cl A$3,5540.00%317CommonSOLE
00437E102ACCDUSDAccolade Inc$3,5270.00%916CommonSOLE
374111052Apache Corp$3,4730.00%142CommonSOLE
Y1771G102CMRECostamare Inc$3,4430.00%219CommonSOLE
77543R102ROKURoku Inc$3,4340.00%46CommonSOLE
92204A108VCRVanguard Cons Disc$3,4050.00%10CommonSOLE
88160R101TSLATesla Inc$3,4010.00%13CommonSOLE
74347M108PUMPProPetro Hldg Corp$3,3930.00%443CommonSOLE
363576109AJGArthur J Gallagher & Co$3,3760.00%12CommonSOLE
704551100BTUPeabody Energy Corp$3,3710.00%127CommonSOLE
042735100ARWArrow Electronics$3,3210.00%25CommonSOLE
00912X302ALAir Lease Corp$3,3060.00%73CommonSOLE
92847W103VITLVital Farms Inc$3,2970.00%94CommonSOLE
90138F102TWLOTwilio Inc A$3,2610.00%50CommonSOLE
78442P106SLMSLM Corporation$3,1790.00%139CommonSOLE
771049103RBLXRoblox$3,1420.00%71CommonSOLE
76118Y104REZIResideo Technologies Inc$3,1420.00%156CommonSOLE
29332G102EHABUSDEnhabit Inc$3,1130.00%394CommonSOLE
20030N101CMCSAComcast Corp A$3,0910.00%74CommonSOLE
N70544106PL0Playa Hotels & Resorts$2,9600.00%382CommonSOLE
94106B101WCNWaste Connections Inc$2,8610.00%16CommonSOLE
852234103XYZSquare Inc A$2,7520.00%41CommonSOLE
98978V103ZTSZoetis Inc$2,7350.00%14CommonSOLE
H17182108CRSPCRISPR Therapeutics AG$2,6310.00%56CommonSOLE
90364P105PATHUiPath Inc$2,5860.00%202CommonSOLE
L8681T102SPOTSpotify Tech$2,5800.00%7CommonSOLE
931427108WFCWalgreens Boots Alliance$2,5630.00%286CommonSOLE
767292105RIOTRiot Blockchain$2,5300.00%341CommonSOLE
92343X100VTYVerint Systems Inc$2,5080.00%99CommonSOLE
247361702DALDelta Air Lines Inc$2,4890.00%49CommonSOLE
46138E214IDHQInvesco Intl Dev Quality$2,4770.00%78CommonSOLE
50540R409LSILab Corp of America$2,4580.00%11CommonSOLE
98980L101ZNGAZoom Video$2,2320.00%32CommonSOLE
150870103CECelanese Corp$2,1750.00%16CommonSOLE
91332U101UUnity Software$2,0810.00%92CommonSOLE
521865204LEALear Corp$2,0740.00%19CommonSOLE
754730109RJFRaymond James Financial$1,9590.00%16CommonSOLE
G54950103LINLinde PLC$1,9070.00%4CommonSOLE
291011104EMREmerson Electric Co$1,8590.00%17CommonSOLE
679295105OKTAOkta Inc$1,6350.00%22CommonSOLE
88025U109TXG10X Genomics$1,6260.00%72CommonSOLE
87612E106TGTTarget Corp$1,5590.00%10CommonSOLE
57667L107MTCHMatch Group$1,2110.00%32CommonSOLE
302491303FMCFMC Corp$1,1210.00%17CommonSOLE
464286202EWOiShares MSCI Austria Capped ET$1,1180.00%49CommonSOLE
896239100TRMBTrimble Navigation Ltd$9310.00%15CommonSOLE
464286400EWZiShares Brazil ETF$9140.00%31CommonSOLE
739128106POWLPowell Industries Inc$8880.00%4CommonSOLE
G87110105FTITechnipFMC plc$8390.00%32CommonSOLE
22052L104CTVACorteva Inc$8230.00%14CommonSOLE
44919P508IACIEURIAC/Interactive Corp$8070.00%15CommonSOLE
87918A105TDOCTeladoc Inc$7890.00%86CommonSOLE
81141R100SESea Ltd$7540.00%8CommonSOLE
M25133105CGNTCognyte Software$6720.00%99CommonSOLE
925550105VIAVViavi Solutions Inc$6490.00%72CommonSOLE
M25722105CGENCompugen$6480.00%358CommonSOLE
M2197Q107CLBTCellebrite DI Ltd$6230.00%37CommonSOLE
04523Y105ASPNAspen Aerogels Inc$6090.00%22CommonSOLE
G39637205GOGLGolden Ocean Group$5750.00%43CommonSOLE
45827U109INTAIntapp Inc$5740.00%12CommonSOLE
05478C105AZEKAzek Co Inc$5620.00%12CommonSOLE
02553E106AEOAmerican Eagle$5370.00%24CommonSOLE
69404D108PACBPacific Biosciences$5370.00%316CommonSOLE
67059N108NTNXNutanix Inc A$5330.00%9CommonSOLE
12618T105CRAICRA Intl Inc$5260.00%3CommonSOLE
44925C103ICFIICF Intl Inc$5000.00%3CommonSOLE
002474104AZZAzz Inc$4960.00%6CommonSOLE
732344106PDLBPonce Financial Group, Inc$4910.00%42CommonSOLE
14167L103CDNACareDX Inc$4680.00%15CommonSOLE
29384C108TRDAEntrada Therapeutics Inc$4630.00%29CommonSOLE
25659T107DLBDolby Labs Inc$4590.00%6CommonSOLE
00773T101ASIXAdvansix Inc$4560.00%15CommonSOLE
03957W106AROCArchrock Inc.$4450.00%22CommonSOLE
50077B207KTOSKratos Defense & Security Solu$4430.00%19CommonSOLE
38046C109GOGOGogo Inc$4380.00%61CommonSOLE
74267c106Proassurance Corp$4360.00%29CommonSOLE
50012A108KGSKodiak Gas Svcs Inc$4350.00%15CommonSOLE
784117103SEICSEI Investments Co$4150.00%6CommonSOLE
901384107TSVT*2seventy bio$4060.00%86CommonSOLE
206787103CNDTConduent Inc$3950.00%98CommonSOLE
78349D107RXSTRxSight, Inc$3950.00%8CommonSOLE
46222L108IONQIONQ Inc$3930.00%45CommonSOLE
650111107NYTNew York Times$3900.00%7CommonSOLE
23954D109DAWNGBXDay One Biopharmaceuticals, In$3900.00%28CommonSOLE
09239B109BLBlackLine Inc$3860.00%7CommonSOLE
30041R108EVEREverQuote Inc$3800.00%18CommonSOLE
M8216R109RSKDRiskified Ltd$3740.00%79CommonSOLE
86272C103STRAStrategic Ed Inc$3700.00%4CommonSOLE
07373V105BEAMBeam Therapeutics$3670.00%15CommonSOLE
75282U104RNGRRanger Energy Svcs Inc$3570.00%30CommonSOLE
98420N105XENEXenon Pharmaceuticals Inc$3540.00%9CommonSOLE
56035L104MAINMain St Capital$3510.00%7CommonSOLE
194014502ENOVEnovis Corporation$3440.00%8CommonSOLE
157085101CERSCerus Corp$3340.00%192CommonSOLE
M85548101SSYSStratasys Ltd$3320.00%40CommonSOLE
57667T100MTLSMaterialise$2900.00%53CommonSOLE
45826J105NTLAIntellia Therapeutic$2470.00%12CommonSOLE
34965K107FTREFortrea Holdings$2200.00%11CommonSOLE
60938k304Moneylion Inc$2080.00%5CommonSOLE
31189P102FATEFate Therapeutics$1050.00%30CommonSOLE
37611X100DNA4EURGinkgo Bioworks$410.00%5CommonSOLE
861896108SNEXStoneX Group Inc$410.00%0CommonSOLE

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.