MondegarAI
C M BIDWELL & ASSOCIATES LTD

Q1 2025 · 13F-HR

C M BIDWELL & ASSOCIATES LTDholdings as filed

Filed 2025-05-15 · accession 0001091860-25-000006

$166.2M
Reported value
439
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
921937827BSVVanguard ST Bond ETF$12.5M7.49%159,080CommonSOLE
464287622IWBiShares Russell 1000 ETF$11.0M6.62%35,890CommonSOLE
922908769VTIVanguard Ttl Stk Mkt ETF$6.9M4.12%24,931CommonSOLE
464287655IWMiShares Russell 2000 ETF$6.7M4.01%33,410CommonSOLE
464288612GVIiShares Int Gov/Cr Bd ETF$6.1M3.70%58,000CommonSOLE
922908363VOOVanguard S&P 500 ETF$6.0M3.60%11,650CommonSOLE
922020805VTIPVanguard ST TIPS ETF$5.1M3.07%102,200CommonSOLE
46432F859ISTBiShares Core 1-5 Year USD Bond$4.7M2.82%96,904CommonSOLE
921937835BNDVanguard Total Bond Market ETF$4.2M2.55%57,805CommonSOLE
464288240ACWXiShares MSCI ACWI ex US ETF$3.8M2.31%69,177CommonSOLE
921943858VEAVanguard Dev Mkts ETF$3.7M2.23%72,960CommonSOLE
808524870SCHPSchwab US TIPS ETF$3.4M2.05%126,582CommonSOLE
808524862SCHOSchwab ST Treas ETF$3.2M1.93%131,974CommonSOLE
25434V708DFACDFA US Core Equity 2$3.2M1.92%96,748CommonSOLE
921937819BIVVanguard Int Bd ETF$2.9M1.74%37,857CommonSOLE
808524201SCHXSchwab US Lg Cap ETF$2.8M1.69%126,885CommonSOLE
808524102SCHBSchwab US Mkt ETF$2.8M1.66%128,317CommonSOLE
922907746VTEBVanguard Tax Exempt Bond ETF$2.5M1.52%50,859CommonSOLE
25434V880DFAXDFA World ex US Core Equity 2$2.3M1.38%87,411CommonSOLE
808524607SCHASchwab US Sm Cap ETF$2.2M1.30%92,027CommonSOLE
78464A854SPYMSPDR S&P 500 ETF$1.9M1.16%29,258CommonSOLE
808524839SCHZSchwab US Agg ETF$1.8M1.10%79,129CommonSOLE
037833100AAPLApple Inc$1.8M1.06%7,901CommonSOLE
808524805SCHFSchwab Intl Equity ETF$1.7M1.01%84,972CommonSOLE
67066G104NVDANVidia Corp$1.7M1.00%15,333CommonSOLE
594918104MSFTMicrosoft Corp$1.6M0.94%4,157CommonSOLE
921908844VIGVanguard Div Ap ETF$1.5M0.90%7,677CommonSOLE
921946406VYMVanguard High Dividend Yield E$1.3M0.81%10,467CommonSOLE
922908611VBRVanguard Small Cap Value ETF$1.3M0.81%7,219CommonSOLE
922908751VBVanguard Sm Cap ETF$1.2M0.71%5,310CommonSOLE
922042858VWOVanguard EM ETF$1.2M0.70%25,532CommonSOLE
023135106AMZNAmazon.com Inc$1.1M0.65%5,691CommonSOLE
46432F842IEFAiShares Core EAFE ETF$1.1M0.65%14,310CommonSOLE
464288158SUBiShares ST Muni ETF$1.0M0.62%9,785CommonSOLE
464288414MUBiShares Muni Bond ETF$1.0M0.62%9,796CommonSOLE
46435G326IDEViShares Core MSCI Int'l Dev Mk$1.0M0.60%14,540CommonSOLE
02079K305GOOGLAlphabet Inc$987,8400.59%6,388CommonSOLE
30303M102METAMeta Platforms Inc$978,0830.59%1,697CommonSOLE
808524797SCHDSchwab US Div Eq ETF$964,6760.58%34,502CommonSOLE
922908744VTVVanguard Lg Cap Val ETF$875,5080.53%5,068CommonSOLE
92206C664VTWOVanguard Rus 2000 ETF$821,0170.49%10,180CommonSOLE
808524706SCHESchwab EM Equity ETF$817,6930.49%29,659CommonSOLE
922042742VTVanguard Total World Stock ETF$730,7440.44%6,302CommonSOLE
92206C102VGSHVanguard ST Gvt Bd ETF$719,0110.43%12,251CommonSOLE
78462F103SPYSPDR S&P 500 ETF Trust$718,8090.43%1,285CommonSOLE
64110L106NFLXNetflix Inc$710,5880.43%762CommonSOLE
25434V815DFSVDFA US Small Value ETF$706,3750.43%25,093CommonSOLE
03831W108APPApplovin Corp$704,5550.42%2,659CommonSOLE
25434V104DFAUDFA US Core Equity$685,2700.41%17,827CommonSOLE
443201108HWMHowmet Aerospace$640,4770.39%4,937CommonSOLE
25434V781DISVDFA Intl Small Cap Value$632,2830.38%21,713CommonSOLE
03073E105CORCencora Inc$631,8200.38%2,272CommonSOLE
V7780T103RCLRoyal Carribean Cruises$619,8120.37%3,017CommonSOLE
464287226AGGiShares US Agg Bd ETF$615,8760.37%6,226CommonSOLE
92206C409VCSHVanguard Short Term Corp Bond$608,5110.37%7,709CommonSOLE
25434V799DFICDFA Intl Core Eq 2$587,9460.35%21,172CommonSOLE
922908512VOEVanguard Mid Cap Value ETF$583,2420.35%3,633CommonSOLE
46625H100JPMJP Morgan Chase$537,6980.32%2,192CommonSOLE
760759100RSGRepublic Services Inc$532,9940.32%2,201CommonSOLE
46138E206PWZInvesco CA Muni Bond ETF$527,8480.32%22,132CommonSOLE
464287150ITOTiShares Core S&P Ttl Stk ETF$526,8390.32%4,318CommonSOLE
101137107BSXBoston Scientific$489,3690.29%4,851CommonSOLE
922908637VVVanguard Lrg Cap ETF$487,3290.29%1,896CommonSOLE
189054109CLXClorox Co$457,3580.28%3,106CommonSOLE
46641Q654JMSTJPMorgan Ultra Short Muni$450,7850.27%8,865CommonSOLE
19260Q107COINCoinbase Global$437,2920.26%2,539CommonSOLE
17275R102CSCOCisco Systems Inc$433,2660.26%7,021CommonSOLE
375558103GILDGilead Sciences$419,1790.25%3,741CommonSOLE
25434V203DFAIDFA Intl Core Equity$411,0800.25%13,163CommonSOLE
21037T109CEGConstellation Energy$399,4290.24%1,981CommonSOLE
064058100BKBank of NY Mellon$386,6410.23%4,610CommonSOLE
872590104TMUST-Mobile US Inc$383,7960.23%1,439CommonSOLE
743315103PGRProgressive Corp$383,4790.23%1,355CommonSOLE
92537N108VRTVertiv Hldgs Co$375,6570.23%5,203CommonSOLE
60871R209TAPMolson Coors Beverage$367,5940.22%6,039CommonSOLE
70450Y103PYPLPaypal Holdings Inc$365,4650.22%5,601CommonSOLE
56585A102MPCMarathon Petroleum$365,3910.22%2,508CommonSOLE
05722G100BKRBaker Hughes Co$362,6750.22%8,252CommonSOLE
72147K108PPCPilgrim's Pride Corp$359,2210.22%6,590CommonSOLE
921910873MGCVanguard MegaCap ETF$355,2340.21%1,764CommonSOLE
78409V104SPGIS&P Global Inc$346,0160.21%681CommonSOLE
45784P101PODDInsulet Corp$342,9690.21%1,306CommonSOLE
761152107RMDResmed Inc$341,5950.21%1,526CommonSOLE
717081103PFEPfizer Inc$339,4800.20%13,397CommonSOLE
459200101IBMIntl Bus Machines$335,4420.20%1,349CommonSOLE
04621X108AIZAssurant Inc$316,5130.19%1,509CommonSOLE
921946794VYMIVanguard Intl High Div Yield$312,3330.19%4,238CommonSOLE
808517692SWSBXSchwab Short-Term Bond$304,1640.18%31,585CommonSOLE
19761L607MUSTColumbia Muni ETF$299,5480.18%14,877CommonSOLE
09290D101BLKBlackRock Inc$297,1950.18%314CommonSOLE
902252105TYLTyler Technologies$293,6020.18%505CommonSOLE
12541W209CHRWC H Robinson Worldwide$286,6180.17%2,799CommonSOLE
921909768VXUSVanguard Total Intl ETF$282,8030.17%4,554CommonSOLE
143130102KMXCarMax Inc$275,2910.17%3,533CommonSOLE
040413205ANETArista Networks Inc$271,1800.16%3,500CommonSOLE
26622P107DOCSDoximity Inc$268,9690.16%4,635CommonSOLE
243537107DECKDeckers Outdoors$268,2320.16%2,399CommonSOLE
679295105OKTAOkta Inc$265,6800.16%2,525CommonSOLE
87165B103SYFSynchrony Financial$265,6530.16%5,018CommonSOLE
49456B101KMIKinder Morgan$260,1650.16%9,119CommonSOLE
084670702BRK/BBerkshire Hathaway B$258,8340.16%486CommonSOLE
30161N101EXCExelon Corp$254,3620.15%5,520CommonSOLE
25434V872DFCFDFA Core Fixed Inc ETF$250,7620.15%5,962CommonSOLE
718172109PMPhillip Morris Intl Inc$249,8410.15%1,574CommonSOLE
75734B100RDDTReddit Inc$249,2420.15%2,376CommonSOLE
464287200IVViShares S&P 500 ETF$245,5500.15%437CommonSOLE
46434G103IEMGiShares Core EM ETF$243,9440.15%4,520CommonSOLE
025072505TAXFAm Cntry Div Muni ETF$242,5510.15%4,902CommonSOLE
25434V666DFLVDFA US Large Value ETF$242,2640.15%7,925CommonSOLE
25434V302DFAEDFA Emerging Mkts$238,7580.14%9,222CommonSOLE
874054109TTWOTake-Two Interactive$228,8040.14%1,104CommonSOLE
550021109LULULululemon Athletica Inc$228,4290.14%807CommonSOLE
172908105CTASCintas Corporation$225,2610.14%1,096CommonSOLE
46641Q647JMUBJPMorgan Muni ETF$225,2500.14%4,505CommonSOLE
690742101OCOwens Corning Inc$222,3710.13%1,557CommonSOLE
78463X475SPGMSPDR MSCI Global Stock Market$221,6310.13%3,551CommonSOLE
084423102WRBBerkeley WR Corp$218,8170.13%3,075CommonSOLE
56501R106MFCManulife Financial$213,6270.13%6,858CommonSOLE
512807306LRCXLam Research Corp$211,2660.13%2,906CommonSOLE
701094104PHParker Hannifin Corp$210,3160.13%346CommonSOLE
N00985106AERAerCap Holdings NV$205,5660.12%2,012CommonSOLE
12504L109CBRECBRE Group Inc$200,7470.12%1,535CommonSOLE
78355W106Guggenheim S&P 500 Equal Weigh$199,2140.12%1,150CommonSOLE
854502101SWKStanley Black & Decker$193,8910.12%2,522CommonSOLE
863667101SYKStryker Corp$188,7310.11%507CommonSOLE
125269100CFCF Inds Hldgs Inc$180,4480.11%2,309CommonSOLE
29444U700EQIXEquinix Inc$179,3770.11%220CommonSOLE
882508104TXNTexas Instruments Inc$178,0830.11%991CommonSOLE
78468R101SPTSSPDR Short Term Treasury ETF$176,1710.11%6,025CommonSOLE
922908629VOVanguard Mid-Cap ETF$175,4610.11%678CommonSOLE
46434V456IQLTiShares Intl Qlty ETF$175,1920.11%4,414CommonSOLE
931142103WMTWalmart Inc$174,6140.11%1,989CommonSOLE
26614N102DDDuPont de Nemours Inc$171,0170.10%2,290CommonSOLE
00287Y109ABBVAbbvie Inc$170,3400.10%813CommonSOLE
25434V732DFEMDFA Emrg Mkts Core 2$169,0790.10%6,390CommonSOLE
776696106ROPRoper Tech$168,6200.10%286CommonSOLE
46137V597PRFZInvesco FTSE RAFI US 1500 Smal$163,9340.10%4,330CommonSOLE
25434V609DFATDFA US Targeted Value$163,5320.10%3,176CommonSOLE
25434V617DFAWDFA World Equity ETF$162,5760.10%2,653CommonSOLE
90353T100UBERUber Tech$162,2590.10%2,227CommonSOLE
922475108VEEVVeeva Systems Inc$158,2030.10%683CommonSOLE
00827B106AFRMAffirm Holdings$149,6690.09%3,312CommonSOLE
91307C102UTHRUnited Therapeutics$147,3530.09%478CommonSOLE
25434V500DFASDFA US Small Cap ETF$146,7460.09%2,456CommonSOLE
925652109VICIVICI Properties$146,4310.09%4,489CommonSOLE
464287176TIPiShares TIPS Bond ETF$143,6200.09%1,293CommonSOLE
67103H107ORLYO'Reilly Automotive$143,2580.09%100CommonSOLE
278865100ECLEcolab Inc$141,7180.09%559CommonSOLE
756109104ORealty Income Corp$141,1380.08%2,433CommonSOLE
464286533EEMViShares Min Vol EM ETF$140,3660.08%2,406CommonSOLE
81369Y506XLEEnergy Sctr SPDR ETF$135,4070.08%1,449CommonSOLE
665859104NTRSNorthern Trust Corp$134,5590.08%1,364CommonSOLE
922908736VUGVanguard Growth ETF$130,1580.08%351CommonSOLE
871607107SNPSSynopsys Inc$129,5130.08%302CommonSOLE
872540109TJXTJX Companies$121,1910.07%995CommonSOLE
464287507IJHiShares Core S&P Mid-Cap ETF$115,5410.07%1,980CommonSOLE
G51502105JCIJohnson Controls$110,0710.07%1,374CommonSOLE
169656105CMGChipotle Mexican Grill$107,9510.06%2,150CommonSOLE
525327102LDOSLeidos Holdings Inc$104,8480.06%777CommonSOLE
67059N108NTNXNutanix Inc A$103,5980.06%1,484CommonSOLE
05550J101BJBJ'S Wholesale Club$102,2340.06%896CommonSOLE
58502B106MDPediatrix Medical Group$100,9230.06%6,965CommonSOLE
46138E735PDNInvesco FTSE RAFI Dev Mkts ex-$99,5930.06%2,975CommonSOLE
574795100MASIMasimo Corp$99,4600.06%597CommonSOLE
808524300SCHGSchwab US LCap Grw ETF$97,9560.06%3,912CommonSOLE
921946810VIGIVanguard Intl Div ETF$95,2150.06%1,148CommonSOLE
26441C204DUKDuke Energy Corporation$94,6490.06%776CommonSOLE
284902509EGOEldorado Gold Corp$91,9210.06%5,465CommonSOLE
465741106ITRIItron Inc$91,8750.06%877CommonSOLE
29084Q100EMEEMCOR Group$91,6680.06%248CommonSOLE
197236102COLBColumbia Banking System$85,6690.05%3,435CommonSOLE
64828T201RITMRithm Capital Corp$84,3290.05%7,365CommonSOLE
03969K108ARQTArcutis Biotherapeutics$82,6570.05%5,285CommonSOLE
00182C103ANIPANI Pharma$80,2730.05%1,199CommonSOLE
G50871105JAZZJazz Pharma$79,9530.05%644CommonSOLE
46817M107JXNJackson Financial$79,0050.05%943CommonSOLE
200525103CBSHCommerce Bancshares$78,9080.05%1,268CommonSOLE
830879102SKYWSkyWest Inc$78,6330.05%900CommonSOLE
29249E109ACTEnact Holdings$78,5350.05%2,260CommonSOLE
109641100EATBrinker Intl$77,0590.05%517CommonSOLE
402635502GPORGulfport Energy$76,4180.05%415CommonSOLE
03820C105AITApplied Industrial Tech$75,4890.05%335CommonSOLE
29261A100EHCEncompass Health$74,4410.04%735CommonSOLE
146869102CVNACarvana Co$74,4320.04%356CommonSOLE
42330P107HLXHelix Energy Solutions$70,8760.04%8,529CommonSOLE
314211103FHIFederated Hermes Inc$70,5320.04%1,730CommonSOLE
898402102TRMKTrustmark Corp$70,3600.04%2,040CommonSOLE
65290E101NXTNextracker Inc$68,9830.04%1,637CommonSOLE
038336103ATRAptargroup Inc$68,5520.04%462CommonSOLE
63633D104NHINatl Health Inv Inc$68,3940.04%926CommonSOLE
88025T102TENBTenable Hldgs$67,7560.04%1,937CommonSOLE
46434G863ESGEiShares ESG EM ETF$67,3490.04%1,927CommonSOLE
256163106DOCUDocusign Inc$66,7480.04%820CommonSOLE
53190C102LTHLife Time Group$66,5910.04%2,205CommonSOLE
19247G107COHRCoherent Corp$66,5630.04%1,025CommonSOLE
464286392URTHiShares MSCI World ETF$66,0330.04%431CommonSOLE
222795502CUZCousins Properties Inc$65,4010.04%2,217CommonSOLE
85208T107CXMSprinklr Inc$64,7710.04%7,757CommonSOLE
35905A109FTDRFrontDoor Inc$64,2380.04%1,672CommonSOLE
14843C105CSTLCastle Biosciences$63,6640.04%3,180CommonSOLE
432748101HTHHilltop Hldgs Inc$63,6400.04%2,090CommonSOLE
55087P104LYFTLyft Inc$62,5550.04%5,270CommonSOLE
58506Q109MEDPMedpace Holdings Inc$61,2430.04%201CommonSOLE
53815P108RAMPLiveRamp Holdings Inc$61,1150.04%2,338CommonSOLE
Y2573F102FLEXFlex Ltd$60,2060.04%1,820CommonSOLE
689648103OTTROtter Tail Power$59,5540.04%741CommonSOLE
464288679SHViShares Short Treasury Bond ET$58,1020.03%526CommonSOLE
60786M105MCMoelis & Co A$58,0680.03%995CommonSOLE
87422Q109TLNTalen Energy Corp$57,1060.03%286CommonSOLE
983793100XPOXPO Inc$54,2200.03%504CommonSOLE
25434V716DFSUDFA US Sus Core$53,7150.03%1,500CommonSOLE
46429B747STIPiShares Brc 0 - 5 Yr Tip$53,2870.03%515CommonSOLE
25434V773DFISDFA Intl Small Cap$53,1580.03%2,057CommonSOLE
737446104POSTPost Hldgs Inc$52,5950.03%452CommonSOLE
002896207ANFAbercrombie and Fitch$51,9320.03%680CommonSOLE
70614W100PTONPeloton Interactive$50,9080.03%8,055CommonSOLE
05577W200DOOBRP Inc$50,0390.03%1,480CommonSOLE
147528103CASYCasey's General Stores$49,9150.03%115CommonSOLE
217204106CPRTCopart Inc$49,3460.03%872CommonSOLE
46641Q225BBCAJP Morgan BetaBuilders Canada$46,1560.03%645CommonSOLE
25434V690DFSIDFA Intl Sus Core$45,3570.03%1,300CommonSOLE
679580100ODFLOld Dominion Freight$43,6790.03%264CommonSOLE
25434V807DFIVDFA Intl Value ETF$42,8630.03%1,089CommonSOLE
921935870VTESVanguard Short Term Muni$42,5160.03%423CommonSOLE
922908538VOTVanguard Mid-Cap Growth ETF$42,3230.03%173CommonSOLE
464287309IVWiShares S&P 500 Growth$41,9590.03%452CommonSOLE
609207105MDLZMondelez Intl Inc$41,1850.02%607CommonSOLE
97717W604DESWisdomTree US Small Cap Div ET$40,8450.02%1,278CommonSOLE
46138E727PXHInvesco FTSE EM ETF$39,5830.02%1,821CommonSOLE
478160104JNJJohnson & Johnson$38,6410.02%233CommonSOLE
922042718VSSVanguard FTSE All World ex-US$36,2980.02%314CommonSOLE
92204A801VAWVanguard Materials ETF$34,9300.02%185CommonSOLE
011642105ALRMAlarm.com Hldgs$32,5550.02%585CommonSOLE
464287804IJRiShares Core Sm Cap ETF$30,4300.02%291CommonSOLE
74164M108PRIPrimerica Inc$29,3070.02%103CommonSOLE
464288273SCZiShares MSCI Small Cap Idx ETF$28,6520.02%451CommonSOLE
22160K105COSTCostco Wholesale Corp$28,3730.02%30CommonSOLE
37954Y632AIQGlobal X AI & Tech ETF$27,7580.02%763CommonSOLE
25434V682DFSEDFA Emg Mkts Sus Core$26,9440.02%800CommonSOLE
879360105TDYTeledyne Technologies$26,3790.02%53CommonSOLE
69608A108PLTRPalantir Technologies$25,5730.02%303CommonSOLE
31428X106FDXFedEx Corp$24,3780.01%100CommonSOLE
808524672SCHYSchwab Intl Div ETF$24,3650.01%960CommonSOLE
464287598IWDiShares Russell 1000 Value ETF$23,3320.01%124CommonSOLE
33733E302FDNFirst Trust Internet$22,2150.01%100CommonSOLE
46137V613PRFPowershares RAFI US 1000 ETF$22,0230.01%545CommonSOLE
34959E109FTNTFortinet Inc$21,6580.01%225CommonSOLE
144285103CRSCarpenter Technology$20,2920.01%112CommonSOLE
46435G532SDGiShares MSCI Global Impact$19,2560.01%266CommonSOLE
464287168DVYiShares Select Dividend$18,8010.01%140CommonSOLE
437076102HDHome Depot Inc$18,6910.01%51CommonSOLE
697435105PANWPalo Alto Networks$18,4290.01%108CommonSOLE
666807102NOCNorthrop Gruman$16,3840.01%32CommonSOLE
858119100STLDSteel Dynamics$16,0100.01%128CommonSOLE
464287291IXNiShares Global Tech ETF$15,9050.01%210CommonSOLE
464287465EFAiShares MSCI EAFE ETF$14,8750.01%182CommonSOLE
62944T105NVRNVR Inc$14,4890.01%2CommonSOLE
25434V740DFEVDFA EM Value ETF$14,4720.01%535CommonSOLE
46090E103QQQInvesco QQQ$14,0680.01%30CommonSOLE
92826C839VVisa Inc$14,0180.01%40CommonSOLE
808517718SWAGXSchwab US Agg Bond$13,8920.01%1,556CommonSOLE
46429B689EFAViShares EAFE Min Vol ETF$13,7920.01%177CommonSOLE
18915M107NETCloudflare Inc$13,6350.01%121CommonSOLE
204166102CVLTCommvault Systems Inc$13,4100.01%85CommonSOLE
303075105FDSFactset Research$13,1850.01%29CommonSOLE
33733E203FBTFirst Trust Biotech$12,7590.01%75CommonSOLE
35473P884FLQMFranklin US Mid Cap Multifacto$12,7220.01%240CommonSOLE
758750103RRXRBC Bearings Inc$12,5490.01%39CommonSOLE
384109104GGGGraco Inc$12,0250.01%144CommonSOLE
315616102FFIVF5 Networks Inc$11,9820.01%45CommonSOLE
M2682V108CYBRCyberArk Software Ltd$11,4920.01%34CommonSOLE
770700102HOODRobinhood Markets$11,3210.01%272CommonSOLE
826919102SLABSilicon Laboratories Inc$11,1440.01%99CommonSOLE
464287887IJTiShares S&P Sm Cap 600 Grwth$10,7070.01%86CommonSOLE
464287606IJKiShares S&P Mid Cap 400 Grwth$10,3270.01%124CommonSOLE
007903107AMDAdvance Micro Devices$10,2740.01%100CommonSOLE
670346105NUENucor Corp$9,7480.01%81CommonSOLE
02079K107GOOGAlphabet Inc$9,3740.01%60CommonSOLE
G1151C101ACNAccenture plc$9,3610.01%30CommonSOLE
91324P102UNHUnited Healthcare Corp$8,3800.01%16CommonSOLE
464287754IYJiShares US Industrials$8,3320.01%64CommonSOLE
201723103CMCCommercial Metals Co$8,3280.01%181CommonSOLE
73278L105POOLPool Corp$8,2770.00%26CommonSOLE
548661107LOWLowes Companies Inc$8,1630.00%35CommonSOLE
81369Y886XLUUtilities Sctr SPDR ETF$7,9640.00%101CommonSOLE
82509L107SHOPShopify Inc$7,6380.00%80CommonSOLE
26142V105DKNGDraftKings Inc$7,0410.00%212CommonSOLE
03938L203MTArcelorMittal$6,8660.00%238CommonSOLE
426281101JKHYJack Henry & Assoc$6,7560.00%37CommonSOLE
85208M102SFMSprouts Farmers Market$6,7160.00%44CommonSOLE
15135B101CNCCentene Corp$6,6780.00%110CommonSOLE
M22465104CHKPCheck Point Software$6,6100.00%29CommonSOLE
879433829TDSTelephone & Data$6,3920.00%165CommonSOLE
464287564ICFiShares REIT$6,2760.00%102CommonSOLE
57060D108MKTXMarketAxess Hldgs Inc$6,2740.00%29CommonSOLE
64110D104NTAPNetApp Inc$6,1490.00%70CommonSOLE
031100100AMEAmetek Inc$6,0250.00%35CommonSOLE
749607107RLIRLI Corp$5,9440.00%74CommonSOLE
74758T303QLYSQualys Inc$5,9190.00%47CommonSOLE
668771108GENGen Digital$5,9180.00%223CommonSOLE
398905109GPIGroup 1 Auto$5,7290.00%15CommonSOLE
053611109AVYAvery Dennison Corp$5,6950.00%32CommonSOLE
92343E102VRSNVerisign Inc$5,5850.00%22CommonSOLE
018581108BFHBread Financial$5,5090.00%110CommonSOLE
573874104MRVLMarvell Technology$5,4800.00%89CommonSOLE
00214Q104ARKKArk Innovation ETF$5,4240.00%114CommonSOLE
25434V864DFSDDimensional Short Duration$5,3700.00%113CommonSOLE
343412102FLRFluor Corp$5,3010.00%148CommonSOLE
90138F102TWLOTwilio Inc A$4,8950.00%50CommonSOLE
724479100PBIPitney Bowes$4,8780.00%539CommonSOLE
92532F100VRTXVertex Pharma Inc$4,8480.00%10CommonSOLE
29332G102EHABUSDEnhabit Inc$4,8340.00%550CommonSOLE
05379b107Avista Corp$4,8150.00%115CommonSOLE
915271100UVSPUnivest Financial Corporation$4,7640.00%168CommonSOLE
45867G101IDCCInterDigital Inc$4,7550.00%23CommonSOLE
68213N109OMCLOmnicell Inc$4,7550.00%136CommonSOLE
302301106EZPWEZ Corp Inc Cl A$4,6660.00%317CommonSOLE
407497106HLNEHamilton Lane Inc$4,6090.00%31CommonSOLE
71844V201PECOPhillips Edison$4,5250.00%124CommonSOLE
477839104JBTMJBT Marel Corporation$4,5210.00%37CommonSOLE
285512109EAElectronic Arts Inc$4,3360.00%30CommonSOLE
06652K103BKUBankUnited$4,3050.00%125CommonSOLE
G87264100TGLSTecnoglass Inc$4,2930.00%60CommonSOLE
00653Q102AHCOAdapthealth Cp$4,2930.00%396CommonSOLE
29275Y102ENSEnerSys$4,2130.00%46CommonSOLE
861896108SNEXStoneX Group Inc$4,1820.00%55CommonSOLE
92764N102VIRVir Biotechnology$4,1540.00%641CommonSOLE
363576109AJGArthur J Gallagher & Co$4,1430.00%12CommonSOLE
771049103RBLXRoblox$4,1390.00%71CommonSOLE
20786W107CNOBConnectOne Bancorp$4,0840.00%168CommonSOLE
78442P106SLMSLM Corporation$4,0820.00%139CommonSOLE
45781M101INVAInnoviva Inc$4,0790.00%225CommonSOLE
M81873107RDWRRadware Ltd$4,0650.00%188CommonSOLE
64115T104NTCTNetscout Systems Inc$3,9920.00%190CommonSOLE
92337F107VCYTVeracyte Inc$3,9730.00%134CommonSOLE
668074305NWENorthWestern Corp$3,9350.00%68CommonSOLE
24477E103DHDefinitive Healthcare$3,8750.00%1,341CommonSOLE
L8681T102SPOTSpotify Tech$3,8500.00%7CommonSOLE
00810F106ASLEAersale Corporation$3,7970.00%507CommonSOLE
62955J103NOVNOV Inc$3,7750.00%248CommonSOLE
04963C209ATRCAtriCure$3,7420.00%116CommonSOLE
52472M101LEGHLegacy Housing Corp$3,7070.00%147CommonSOLE
7495271071RGREV Group Inc$3,6660.00%116CommonSOLE
04335A105ARVNArvinas Inc$3,6500.00%520CommonSOLE
891092108TTCToro Company$3,6370.00%50CommonSOLE
55345K10337MMRC Global Inc$3,5590.00%310CommonSOLE
00912X302ALAir Lease Corp$3,5270.00%73CommonSOLE
G0750C108AXTAAxalta Coating Sys Ltd$3,4830.00%105CommonSOLE
68280L101ONEWOnewater Marine$3,4790.00%215CommonSOLE
942749102WTSWatts Water Tech$3,4670.00%17CommonSOLE
G68707101PAGSPagSeguro Digital Ltd$3,4640.00%454CommonSOLE
045487105ASBAssociated Banc Cp$3,4470.00%153CommonSOLE
74164F103PRIMPrimoris Svcs$3,4450.00%60CommonSOLE
292765104EPACEnerpac Tool Group$3,4090.00%76CommonSOLE
88160R101TSLATesla Inc$3,3690.00%13CommonSOLE
573284106MLMMartin Marietta$3,3470.00%7CommonSOLE
68287N100OSPNOneSpan Inc$3,3240.00%218CommonSOLE
12448X201BYRNByrna Tech$3,3170.00%197CommonSOLE
431636109HLMNHillman Solutions Corp$3,3050.00%376CommonSOLE
90184D100TWSTTwist Bioscience$3,2590.00%83CommonSOLE
74347M108PUMPProPetro Hldg Corp$3,2560.00%443CommonSOLE
92204A108VCRVanguard Cons Disc$3,2550.00%10CommonSOLE
77543R102ROKURoku Inc$3,2400.00%46CommonSOLE
53263P105LMBLimbach Hldgs Inc$3,2020.00%43CommonSOLE
931427108WFCWalgreens Boots Alliance$3,1950.00%286CommonSOLE
70509V100PEBPebblebrook Hotel$3,1710.00%313CommonSOLE
94106B101WCNWaste Connections Inc$3,1230.00%16CommonSOLE
866082100INNSummit Hotel Properties$2,9970.00%554CommonSOLE
374111052Apache Corp$2,9850.00%142CommonSOLE
767292105RIOTRiot Blockchain$2,9620.00%416CommonSOLE
268603107LOCOEl Pollo Loco Inc$2,9150.00%283CommonSOLE
030420103AWKAmerican Water Works$2,8030.00%19CommonSOLE
20030N101CMCSAComcast Corp A$2,7310.00%74CommonSOLE
00971T101AKAMAkamai Technologies$2,5760.00%32CommonSOLE
50540R409LSILab Corp of America$2,5600.00%11CommonSOLE
46138E214IDHQInvesco Intl Dev Quality$2,3350.00%78CommonSOLE
754730109RJFRaymond James Financial$2,2230.00%16CommonSOLE
247361702DALDelta Air Lines Inc$2,1360.00%49CommonSOLE
92343X100VTYVerint Systems Inc$1,7670.00%99CommonSOLE
464286202EWOiShares MSCI Austria Capped ET$1,2310.00%49CommonSOLE
69553P100PDPagerDuty Inc$1,2060.00%66CommonSOLE
81141R100SESea Ltd$1,0440.00%8CommonSOLE
G87110105FTITechnipFMC plc$1,0140.00%32CommonSOLE
57667L107MTCHMatch Group$9980.00%32CommonSOLE
896239100TRMBTrimble Navigation Ltd$9850.00%15CommonSOLE
22052L104CTVACorteva Inc$8810.00%14CommonSOLE
925550105VIAVViavi Solutions Inc$8060.00%72CommonSOLE
464286400EWZiShares Brazil ETF$8010.00%31CommonSOLE
M25133105CGNTCognyte Software$7720.00%99CommonSOLE
03957W106AROCArchrock Inc.$7350.00%28CommonSOLE
50012A108KGSKodiak Gas Svcs Inc$7090.00%19CommonSOLE
12618T105CRAICRA Intl Inc$6930.00%4CommonSOLE
44919P508IACIEURIAC/Interactive Corp$6890.00%15CommonSOLE
74267c106Proassurance Corp$6770.00%29CommonSOLE
002474104AZZAzz Inc$6690.00%8CommonSOLE
75282U104RNGRRanger Energy Svcs Inc$6530.00%46CommonSOLE
05478C105AZEKAzek Co Inc$6360.00%13CommonSOLE
56035L104MAINMain St Capital$6220.00%11CommonSOLE
H17182108CRSPCRISPR Therapeutics AG$6130.00%18CommonSOLE
30063P105EXKExact Sciences Corp$6060.00%14CommonSOLE
852234103XYZSquare Inc A$5980.00%11CommonSOLE
733245104PRCHPorch Group, Inc.$5980.00%82CommonSOLE
98980L101ZNGAZoom Video$5900.00%8CommonSOLE
410495204HAFCHanmi Financial$5890.00%26CommonSOLE
917047102URBNUrban Outfitters$5760.00%11CommonSOLE
46222L108IONQIONQ Inc$5740.00%26CommonSOLE
30069T101EEExcelerate Energy$5740.00%20CommonSOLE
19623P101CBANColony Bankcorp, Inc.$5650.00%35CommonSOLE
50077B207KTOSKratos Defense & Security Solu$5640.00%19CommonSOLE
25659T107DLBDolby Labs Inc$5620.00%7CommonSOLE
204149108CTBICommunity Tr Bancorp$5540.00%11CommonSOLE
911163103UNFIUnited Natural Foods$5480.00%20CommonSOLE
457642205INODInnodata Inc$5380.00%15CommonSOLE
732344106PDLBPonce Financial Group$5320.00%42CommonSOLE
389375106GTNGray Television Inc$5270.00%122CommonSOLE
38046C109GOGOGogo Inc$5260.00%61CommonSOLE
M25722105CGENCompugen$5230.00%358CommonSOLE
M8216R109RSKDRiskified Ltd$5220.00%113CommonSOLE
14167L103CDNACareDX Inc$4790.00%27CommonSOLE
14070B309CAPRCapricor Therapeutics, Inc.$4080.00%43CommonSOLE
00973Y108AKROAkero Thera Inc$4050.00%10CommonSOLE
M85548101SSYSStratasys Ltd$3920.00%40CommonSOLE
700517105PKPark Hotels Resorts$3840.00%36CommonSOLE
339382103FLXSFlexsteel$3650.00%10CommonSOLE
00773T101ASIXAdvansix Inc$3400.00%15CommonSOLE
86272C103STRAStrategic Ed Inc$3360.00%4CommonSOLE
194014502ENOVEnovis Corporation$3060.00%8CommonSOLE
07373V105BEAMBeam Therapeutics$2930.00%15CommonSOLE
90364P105PATHUiPath Inc$2880.00%28CommonSOLE
157085101CERSCerus Corp$2670.00%192CommonSOLE
29384C108TRDAEntrada Therapeutics Inc$2620.00%29CommonSOLE
57667T100MTLSMaterialise$2610.00%53CommonSOLE
75776W103RDWRedwire Corporation$2320.00%28CommonSOLE
91332U101UUnity Software$1960.00%10CommonSOLE
87918A105TDOCTeladoc Inc$1190.00%15CommonSOLE
69404D108PACBPacific Biosciences$1130.00%96CommonSOLE
88025U109TXG10X Genomics$1050.00%12CommonSOLE
45826J105NTLAIntellia Therapeutic$850.00%12CommonSOLE
90089L108TSPHTuSimple Holdings$260.00%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.