MondegarAI
C M BIDWELL & ASSOCIATES LTD

Q2 2025 · 13F-HR

C M BIDWELL & ASSOCIATES LTDholdings as filed

Filed 2025-08-14 · accession 0001091860-25-000008

$192.8M
Reported value
446
Positions
2025-06-30
Period end
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The Brief · C M BIDWELL & ASSOCIATES LTD · Q2 2025

AI · grounded in 13F

C M BIDWELL & ASSOCIATES LTD established a new position in iShares Russell 1000 ETF IWB valued at $18.02M. The fund also initiated new holdings in Vanguard ST Bond ETF BSV for $12.38M and Vanguard Ttl Mkt ETF VTI for $7.68M. These moves contributed to a total AUM of $192.76M across 446 positions.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287622IWBiShares Russell 1000 ETF$18.0M9.35%53,081CommonSOLE
921937827BSVVanguard ST Bond ETF$12.4M6.42%157,322CommonSOLE
922908769VTIVanguard Ttl Mkt ETF$7.7M3.98%25,262CommonSOLE
464287655IWMiShares Russell 2000 ETF$7.2M3.76%33,565CommonSOLE
464287200IVViShares S&P 500 ETF$6.6M3.45%10,702CommonSOLE
922908363VOOVanguard S&P 500 ETF$6.5M3.37%11,441CommonSOLE
464288612GVIiShares Int Gov/Cr Bd ETF$6.2M3.23%58,330CommonSOLE
922020805VTIPVanguard ST TIPS ETF$6.0M3.11%119,401CommonSOLE
808524862SCHOSchwab ST Treas ETF$5.5M2.85%225,218CommonSOLE
46432F859ISTBiShares Core 1-5 Year USD Bond$4.8M2.47%97,808CommonSOLE
464288240ACWXiShares MSCI ACWI ex US ETF$4.3M2.22%70,122CommonSOLE
921943858VEAVanguard Dev Mkts ETF$4.2M2.16%73,186CommonSOLE
921937835BNDVanguard Total Bond Market ETF$4.0M2.08%54,568CommonSOLE
808524870SCHPSchwab US TIPS ETF$3.4M1.74%125,924CommonSOLE
25434V708DFACDFA US Core Equity 2$3.3M1.71%92,192CommonSOLE
808524102SCHBSchwab US Mkt ETF$3.0M1.58%127,404CommonSOLE
921937819BIVVanguard Int Bd ETF$2.9M1.52%37,812CommonSOLE
808524201SCHXSchwab US Lg Cap ETF$2.9M1.51%118,781CommonSOLE
922907746VTEBVanguard Tax Exempt Bond ETF$2.6M1.36%53,405CommonSOLE
25434V880DFAXDFA World ex US Core Eq 2 ETF$2.6M1.34%88,081CommonSOLE
78464A854SPYMSPDR S&P 500 ETF$2.5M1.30%34,520CommonSOLE
808524607SCHASchwab US Sm Cap ETF$2.4M1.27%96,707CommonSOLE
67066G104NVDANVidia Corp$2.3M1.19%14,502CommonSOLE
594918104MSFTMicrosoft Corp$2.0M1.04%4,042CommonSOLE
808524839SCHZSchwab US Agg ETF$2.0M1.04%85,894CommonSOLE
808524805SCHFSchwab Intl Equity ETF$2.0M1.02%89,257CommonSOLE
037833100AAPLApple Inc$1.5M0.79%7,434CommonSOLE
921946406VYMVanguard High Dividend Yield E$1.4M0.72%10,386CommonSOLE
922908751VBVanguard Sm Cap ETF$1.3M0.69%5,645CommonSOLE
922908611VBRVngrd Sm Cap Val ETF$1.3M0.69%6,831CommonSOLE
921908844VIGVanguard Div Ap ETF$1.3M0.67%6,328CommonSOLE
922042858VWOVanguard EM ETF$1.2M0.64%24,916CommonSOLE
023135106AMZNAmazon.com Inc$1.2M0.63%5,498CommonSOLE
46432F842IEFAiShares Core EAFE ETF$1.2M0.62%14,297CommonSOLE
46435G326IDEViShares Core MSCI Int'l Dev Mk$1.1M0.57%14,540CommonSOLE
02079K305GOOGLAlphabet Inc$1.1M0.57%6,210CommonSOLE
30303M102METAMeta Platforms Inc$1.0M0.54%1,421CommonSOLE
464288414MUBiShares Muni Bond ETF$1.0M0.53%9,796CommonSOLE
64110L106NFLXNetflix Inc$1.0M0.52%750CommonSOLE
808524706SCHESchwab EM Equity ETF$958,5340.50%31,803CommonSOLE
464288158SUBiShares ST Muni ETF$928,1360.48%8,728CommonSOLE
V7780T103RCLRoyal Carribean Cruises$920,9450.48%2,941CommonSOLE
808524797SCHDSchwab US Div Eq ETF$914,3030.47%34,502CommonSOLE
922908744VTVVanguard Lg Cap Val ETF$895,7810.46%5,068CommonSOLE
92206C664VTWOVanguard Rus 2000 ETF$841,1500.44%9,644CommonSOLE
922042742VTVanguard Total World Stock ETF$826,3070.43%6,429CommonSOLE
25434V815DFSVDFA US Small Val ETF$807,9360.42%27,453CommonSOLE
78462F103SPYSPDR S&P 500 ETF Trust$783,4260.41%1,268CommonSOLE
92206C102VGSHVanguard ST Gvt Bd ETF$768,5480.40%13,075CommonSOLE
25434V104DFAUDFA US Core Equity$755,1520.39%17,827CommonSOLE
443201108HWMHowmet Aerospace$725,3490.38%3,897CommonSOLE
25434V781DISVDFA Intl SCap Val ETF$722,0450.37%21,940CommonSOLE
03073E105CORCencora Inc$664,4680.34%2,216CommonSOLE
25434V799DFICDFA Intl Core Eq 2$658,2370.34%21,172CommonSOLE
19260Q107COINCoinbase Global$656,4680.34%1,873CommonSOLE
92537N108VRTVertiv Hldgs Co$648,5990.34%5,051CommonSOLE
464287226AGGiShares US Agg Bd ETF$635,4750.33%6,406CommonSOLE
92206C409VCSHVanguard Short Term Corp Bond$614,6960.32%7,732CommonSOLE
46625H100JPMJP Morgan Chase$614,3190.32%2,119CommonSOLE
21037T109CEGConstellation Energy$604,2070.31%1,872CommonSOLE
464287150ITOTiShares Core S&P Ttl Stk ETF$583,1030.30%4,318CommonSOLE
922908512VOEVngrd Mid Cap Val ETF$559,6570.29%3,403CommonSOLE
922908637VVVanguard Lrg Cap ETF$535,2230.28%1,876CommonSOLE
760759100RSGRepublic Services Inc$527,0060.27%2,137CommonSOLE
46138E206PWZInvesco CA Muni Bond ETF$516,5610.27%22,132CommonSOLE
101137107BSXBoston Scientific$507,6200.26%4,726CommonSOLE
921909768VXUSVanguard Total Intl ETF$505,3240.26%7,314CommonSOLE
17275R102CSCOCisco Systems Inc$491,4190.25%7,083CommonSOLE
25434V203DFAIDFA Intl Core Equity$455,0450.24%13,163CommonSOLE
46641Q654JMSTJPMorgan Ultra Short Muni$451,4060.23%8,865CommonSOLE
70450Y103PYPLPaypal Holdings Inc$438,1160.23%5,895CommonSOLE
85208M102SFMSprouts Farmers Market$402,8740.21%2,447CommonSOLE
064058100BKBank of NY Mellon$399,9730.21%4,390CommonSOLE
921910873MGCVanguard MegaCap ETF$396,7590.21%1,764CommonSOLE
375558103GILDGilead Sciences$394,8080.20%3,561CommonSOLE
45784P101PODDInsulet Corp$390,8400.20%1,244CommonSOLE
459200101IBMIntl Bus Machines$380,8560.20%1,292CommonSOLE
761152107RMDResmed Inc$374,1000.19%1,450CommonSOLE
743315103PGRProgressive Corp$345,3170.18%1,294CommonSOLE
75734B100RDDTReddit Inc$342,3960.18%2,274CommonSOLE
040413205ANETArista Networks Inc$341,3060.18%3,336CommonSOLE
921946794VYMIVngrd Intl Hgh Div ETF$339,5440.18%4,238CommonSOLE
25434V666DFLVDFA US Large Val ETF$337,4900.18%10,880CommonSOLE
032095101APHAmphenol Corp$330,3190.17%3,345CommonSOLE
872590104TMUST-Mobile US Inc$327,1310.17%1,373CommonSOLE
03831W108APPApplovin Corp$318,5730.17%910CommonSOLE
09290D101BLKBlackRock Inc$313,7260.16%299CommonSOLE
90138F102TWLOTwilio Inc A$312,3920.16%2,512CommonSOLE
717081103PFEPfizer Inc$309,4720.16%12,767CommonSOLE
05722G100BKRBaker Hughes Co$301,0840.16%7,853CommonSOLE
35137L105FOXAFox Corp A$291,4640.15%5,201CommonSOLE
78409V104SPGIS&P Global Inc$289,4820.15%549CommonSOLE
902252105TYLTyler Technologies$286,9350.15%484CommonSOLE
718172109PMPhillip Morris Intl Inc$285,0330.15%1,565CommonSOLE
04621X108AIZAssurant Inc$284,7810.15%1,442CommonSOLE
N3167Y103RACEFerrari NV$284,1380.15%579CommonSOLE
12572Q105CMECME Group Inc$280,0300.15%1,016CommonSOLE
72147K108PPCPilgrim's Pride Corp$278,2460.14%6,186CommonSOLE
56585A102MPCMarathon Petroleum$275,7430.14%1,660CommonSOLE
26622P107DOCSDoximity Inc$272,0430.14%4,435CommonSOLE
874054109TTWOTake-Two Interactive$271,7490.14%1,119CommonSOLE
46434G103IEMGiShares Core EM ETF$271,3360.14%4,520CommonSOLE
512807306LRCXLam Research Corp$269,8260.14%2,772CommonSOLE
49456B101KMIKinder Morgan$267,6280.14%9,103CommonSOLE
25434V302DFAEDFA Emerging Mkts$266,9770.14%9,222CommonSOLE
580135101MCDMcDonald's Corp$265,5830.14%909CommonSOLE
19761L607MUSTColumbia Muni ETF$264,1150.14%13,127CommonSOLE
92206C706VGITVanguard Int Treas ETF$258,3790.13%4,320CommonSOLE
12541W209CHRWC H Robinson Worldwide$256,0910.13%2,669CommonSOLE
25434V872DFCFDFA Core Fixed Inc ETF$251,9540.13%5,962CommonSOLE
78463X475SPGMSPDR MSCI Global Stock Market$245,1030.13%3,552CommonSOLE
172908105CTASCintas Corporation$244,9340.13%1,099CommonSOLE
701094104PHParker Hannifin Corp$243,7660.13%349CommonSOLE
679295105OKTAOkta Inc$241,1280.13%2,412CommonSOLE
025072505TAXFAm Cntry Div Muni ETF$239,8550.12%4,902CommonSOLE
084670702BRK/BBerkshire Hathaway B$238,5130.12%491CommonSOLE
243537107DECKDeckers Outdoors$236,0300.12%2,290CommonSOLE
N00985106AERAerCap Holdings NV$235,4040.12%2,012CommonSOLE
30161N101EXCExelon Corp$228,3020.12%5,258CommonSOLE
084423102WRBBerkeley WR Corp$226,0670.12%3,077CommonSOLE
29261A100EHCEncompass Health$223,3090.12%1,821CommonSOLE
56501R106MFCManulife Financial$218,3830.11%6,833CommonSOLE
90353T100UBERUber Tech$211,0450.11%2,262CommonSOLE
78355W106Guggenheim S&P 500 Equal Weigh$209,0010.11%1,150CommonSOLE
882508104TXNTexas Instruments Inc$205,7510.11%991CommonSOLE
12504L109CBRECBRE Group Inc$205,2760.11%1,465CommonSOLE
125269100CFCF Inds Hldgs Inc$203,5040.11%2,212CommonSOLE
651639106NEMNewmont Corp$201,4050.10%3,457CommonSOLE
863667101SYKStryker Corp$200,1890.10%506CommonSOLE
46641Q647JMUBJPMorgan Muni ETF$198,8080.10%4,005CommonSOLE
922475108VEEVVeeva Systems Inc$196,4020.10%682CommonSOLE
781154109RBRKRubrik Inc$195,5750.10%2,183CommonSOLE
931142103WMTWalmart Inc$193,6040.10%1,980CommonSOLE
46434V456IQLTiShares Intl Qlty ETF$190,7730.10%4,414CommonSOLE
25434V732DFEMDFA EM Core Eq 2 ETF$189,6550.10%6,390CommonSOLE
922908629VOVanguard Mid Cap ETF$182,0150.09%650CommonSOLE
25434V617DFAWDFA World Equity ETF$177,9630.09%2,653CommonSOLE
46137V597PRFZInvesco FTSE RAFI US 1500 Smal$176,1010.09%4,330CommonSOLE
665859104NTRSNorthern Trust Corp$173,3220.09%1,367CommonSOLE
29444U700EQIXEquinix Inc$167,8440.09%211CommonSOLE
776696106ROPRoper Tech$164,9500.09%291CommonSOLE
67103H107ORLYO'Reilly Automotive$156,8260.08%1,740CommonSOLE
871607107SNPSSynopsys Inc$154,8290.08%302CommonSOLE
260003108DOVDover Corp$154,4630.08%843CommonSOLE
922908736VUGVanguard Growth ETF$153,8780.08%351CommonSOLE
278865100ECLEcolab Inc$151,9640.08%564CommonSOLE
942749102WTSWatts Water Tech$150,9760.08%614CommonSOLE
26614N102DDDuPont de Nemours Inc$149,8690.08%2,185CommonSOLE
925652109VICIVICI Properties$147,4820.08%4,524CommonSOLE
464286533EEMViShares Min Vol EM ETF$146,0730.08%2,326CommonSOLE
525327102LDOSLeidos Holdings Inc$145,4550.08%922CommonSOLE
464287176TIPiShares TIPS Bond ETF$142,5410.07%1,295CommonSOLE
756109104ORealty Income Corp$141,0290.07%2,448CommonSOLE
67059N108NTNXNutanix Inc A$136,1400.07%1,781CommonSOLE
29084Q100EMEEMCOR Group$132,6530.07%248CommonSOLE
031162100AMGNAmgen Incorporated$128,9950.07%462CommonSOLE
25434V609DFATDFA US Targeted Value$127,5070.07%2,363CommonSOLE
872540109TJXTJX Companies$123,7370.06%1,002CommonSOLE
464287507IJHiShares Core S&P Mid-Cap ETF$122,8080.06%1,980CommonSOLE
969457100WMBWilliams Companies Inc$120,6580.06%1,921CommonSOLE
146869102CVNACarvana Co$119,9580.06%356CommonSOLE
05550J101BJBJ'S Wholesale Club$118,2900.06%1,097CommonSOLE
46138E735PDNInvesco FTSE RAFI Dev Mkts ex-$115,7780.06%2,975CommonSOLE
465741106ITRIItron Inc$115,4400.06%877CommonSOLE
808524300SCHGSchwab US LCap Grw ETF$114,2400.06%3,911CommonSOLE
26441C204DUKDuke Energy Corporation$111,0380.06%941CommonSOLE
25434V500DFASDFA US Small Cap ETF$109,5810.06%1,720CommonSOLE
12448X201BYRNByrna Tech$105,9800.05%3,432CommonSOLE
921946810VIGIVanguard Intl Div ETF$103,4580.05%1,148CommonSOLE
574795100MASIMasimo Corp$100,4270.05%597CommonSOLE
58502B106MDPediatrix Medical Group$99,9480.05%6,965CommonSOLE
35905A109FTDRFrontDoor Inc$98,5480.05%1,672CommonSOLE
830879102SKYWSkyWest Inc$96,4830.05%937CommonSOLE
921935870VTESVanguard Short Term Muni$94,0670.05%932CommonSOLE
109641100EATBrinker Intl$93,2310.05%517CommonSOLE
808517692SWSBXSchwab Short-Term Bond$92,2250.05%9,537CommonSOLE
19247G107COHRCoherent Corp$91,4400.05%1,025CommonSOLE
Y2573F102FLEXFlex Ltd$90,8540.05%1,820CommonSOLE
65290E101NXTNextracker Inc$89,0040.05%1,637CommonSOLE
81369Y506XLEEnergy Sctr SPDR ETF$87,7750.05%1,035CommonSOLE
29249E109ACTEnact Holdings$83,7730.04%2,255CommonSOLE
402635502GPORGulfport Energy$83,4860.04%415CommonSOLE
64828T201RITMRithm Capital Corp$83,1510.04%7,365CommonSOLE
284902509EGOEldorado Gold Corp$83,0890.04%4,085CommonSOLE
55087P104LYFTLyft Inc$83,0550.04%5,270CommonSOLE
87422Q109TLNTalen Energy Corp$81,9970.04%282CommonSOLE
197236102COLBColumbia Banking System$80,3100.04%3,435CommonSOLE
200525103CBSHCommerce Bancshares$78,8320.04%1,268CommonSOLE
00182C103ANIPANI Pharma$78,2350.04%1,199CommonSOLE
53815P108RAMPLiveRamp Holdings Inc$77,2480.04%2,338CommonSOLE
314211103FHIFederated Hermes Inc$76,6740.04%1,730CommonSOLE
25434V807DFIVDFA Intl Value ETF$74,9950.04%1,751CommonSOLE
928254101VIRTVirtu Financial Inc$74,7990.04%1,670CommonSOLE
898402102TRMKTrustmark Corp$74,3780.04%2,040CommonSOLE
03969K108ARQTArcutis Biotherapeutics$74,0960.04%5,285CommonSOLE
46434G863ESGEiShares ESG EM ETF$73,7180.04%1,882CommonSOLE
464286392URTHiShares MSCI World ETF$73,1000.04%432CommonSOLE
03820C105AITApplied Industrial Tech$72,7570.04%313CommonSOLE
338307101FIVNFive9 Inc$72,6880.04%2,745CommonSOLE
038336103ATRAptargroup Inc$72,2710.04%462CommonSOLE
77664L207ROOTRoot Inc$69,7440.04%545CommonSOLE
09058V103BCRXBiocryst Pharmaceuticals$69,4490.04%7,751CommonSOLE
483007704KALUKaiser Aluminum$69,1130.04%865CommonSOLE
53190C102LTHLife Time Group$66,8780.03%2,205CommonSOLE
222795502CUZCousins Properties Inc$66,4260.03%2,212CommonSOLE
85208T107CXMSprinklr Inc$65,6240.03%7,757CommonSOLE
63633D104NHINatl Health Inv Inc$64,9310.03%926CommonSOLE
71363P106PRDOPerdoceo Education$64,5630.03%1,975CommonSOLE
983793100XPOXPO Inc$63,6500.03%504CommonSOLE
432748101HTHHilltop Hldgs Inc$63,4310.03%2,090CommonSOLE
58506Q109MEDPMedpace Holdings Inc$63,0860.03%201CommonSOLE
60786M105MCMoelis & Co A$62,0080.03%995CommonSOLE
256163106DOCUDocusign Inc$59,7420.03%767CommonSOLE
25434V716DFSUDFA US Sus Core$58,8750.03%1,500CommonSOLE
147528103CASYCasey's General Stores$58,1710.03%114CommonSOLE
464288679SHViShares Short Treasury Bond ET$58,0810.03%526CommonSOLE
689648103OTTROtter Tail Power$57,1240.03%741CommonSOLE
42330P107HLXHelix Energy Solutions$53,2210.03%8,529CommonSOLE
46429B747STIPiShares Brc 0 - 5 Yr Tip$52,9990.03%515CommonSOLE
25434V690DFSIDFA Intl Sus Core$51,2330.03%1,300CommonSOLE
464287309IVWiShares S&P 500 Growth$49,7650.03%452CommonSOLE
737446104POSTPost Hldgs Inc$49,2820.03%452CommonSOLE
922908538VOTVanguard Mid-Cap Growth ETF$49,1990.03%173CommonSOLE
25434V773DFISDFA Intl Sm Cap ETF$47,7440.02%1,600CommonSOLE
679580100ODFLOld Dominion Freight$42,8470.02%264CommonSOLE
217204106CPRTCopart Inc$42,7890.02%872CommonSOLE
46138E727PXHInvesco FTSE EM ETF$42,6000.02%1,821CommonSOLE
69608A108PLTRPalantir Technologies$41,3050.02%303CommonSOLE
609207105MDLZMondelez Intl Inc$40,9360.02%607CommonSOLE
97717W604DESWisdomTree US Small Cap Div ET$40,5890.02%1,278CommonSOLE
92204A801VAWVanguard Materials ETF$36,0440.02%185CommonSOLE
478160104JNJJohnson & Johnson$35,5910.02%233CommonSOLE
55336V100MPLXMPLX LP$33,5850.02%652CommonSOLE
464288273SCZiShares MSCI Small Cap Idx ETF$32,7790.02%451CommonSOLE
464287804IJRiShares Core Sm Cap ETF$31,8030.02%291CommonSOLE
144285103CRSCarpenter Technology$30,9550.02%112CommonSOLE
25434V740DFEVDFA EM Value ETF$30,7700.02%1,026CommonSOLE
25434V682DFSEDFA Emg Mkts Sus Core$30,4480.02%800CommonSOLE
22160K105COSTCostco Wholesale Corp$29,6980.02%30CommonSOLE
74164M108PRIPrimerica Inc$28,1880.01%103CommonSOLE
879360105TDYTeledyne Technologies$27,1520.01%53CommonSOLE
33733E302FDNFirst Trust Internet$26,9330.01%100CommonSOLE
808524672SCHYSchwab Intl Div ETF$26,2560.01%960CommonSOLE
770700102HOODRobinhood Markets$25,4670.01%272CommonSOLE
464287598IWDiShares Russell 1000 Value ETF$24,0850.01%124CommonSOLE
34959E109FTNTFortinet Inc$23,7870.01%225CommonSOLE
18915M107NETCloudflare Inc$23,6950.01%121CommonSOLE
46137V613PRFPowershares RAFI US 1000 ETF$23,0370.01%545CommonSOLE
31428X106FDXFedEx Corp$22,7310.01%100CommonSOLE
697435105PANWPalo Alto Networks$22,1010.01%108CommonSOLE
46435G532SDGiShares MSCI Global Impact$20,1790.01%266CommonSOLE
464287291IXNiShares Global Tech ETF$19,3910.01%210CommonSOLE
437076102HDHome Depot Inc$18,6990.01%51CommonSOLE
464287168DVYiShares Select Dividend$18,5930.01%140CommonSOLE
46090E103QQQInvesco QQQ$16,5490.01%30CommonSOLE
858119100STLDSteel Dynamics$16,3850.01%128CommonSOLE
464287465EFAiShares MSCI EAFE ETF$16,2690.01%182CommonSOLE
666807102NOCNorthrop Gruman$15,9990.01%32CommonSOLE
931427108WFCWalgreens Boots Alliance$15,7050.01%1,368CommonSOLE
758750103RRXRBC Bearings Inc$15,0070.01%39CommonSOLE
46429B689EFAViShares EAFE Min Vol ETF$14,8790.01%177CommonSOLE
204166102CVLTCommvault Systems Inc$14,8180.01%85CommonSOLE
62944T105NVRNVR Inc$14,7710.01%2CommonSOLE
826919102SLABSilicon Laboratories Inc$14,5890.01%99CommonSOLE
92826C839VVisa Inc$14,2020.01%40CommonSOLE
007903107AMDAdvance Micro Devices$14,1900.01%100CommonSOLE
808517718SWAGXSchwab US Agg Bond$14,0650.01%1,572CommonSOLE
M2682V108CYBRCyberArk Software Ltd$13,8340.01%34CommonSOLE
315616102FFIVF5 Networks Inc$13,2440.01%45CommonSOLE
35473P884FLQMFranklin US Mid Cap Multifacto$13,0340.01%240CommonSOLE
303075105FDSFactset Research$12,9710.01%29CommonSOLE
384109104GGGGraco Inc$12,3800.01%144CommonSOLE
33733E203FBTFirst Trust Biotech$12,1000.01%75CommonSOLE
464287887IJTiShares S&P Sm Cap 600 Grwth$11,4410.01%86CommonSOLE
464287606IJKiShares S&P Mid Cap 400 Grwth$11,2820.01%124CommonSOLE
189054109CLXClorox Co$10,8060.01%90CommonSOLE
71722W107PHATPhathom Pharma$10,7600.01%1,122CommonSOLE
02079K107GOOGAlphabet Inc$10,6430.01%60CommonSOLE
670346105NUENucor Corp$10,4930.01%81CommonSOLE
82509L107SHOPShopify Inc$9,2280.00%80CommonSOLE
464287754IYJiShares US Industrials$9,1080.00%64CommonSOLE
26142V105DKNGDraftKings Inc$9,0930.00%212CommonSOLE
G1151C101ACNAccenture plc$8,9670.00%30CommonSOLE
201723103CMCCommercial Metals Co$8,8530.00%181CommonSOLE
922042718VSSVanguard FTSE All World ex-US$8,7350.00%65CommonSOLE
062540109BOHBank of Hawaii$8,5760.00%127CommonSOLE
81369Y886XLUUtilities Sctr SPDR ETF$8,2480.00%101CommonSOLE
00214Q104ARKKArk Innovation ETF$8,0130.00%114CommonSOLE
548661107LOWLowes Companies Inc$7,7650.00%35CommonSOLE
343412102FLRFluor Corp$7,5880.00%148CommonSOLE
73278L105POOLPool Corp$7,5780.00%26CommonSOLE
03938L203MTArcelorMittal$7,5160.00%238CommonSOLE
771049103RBLXRoblox$7,4690.00%71CommonSOLE
64110D104NTAPNetApp Inc$7,4580.00%70CommonSOLE
573874104MRVLMarvell Technology$6,8890.00%89CommonSOLE
46817M107JXNJackson Financial$6,7480.00%76CommonSOLE
74758T303QLYSQualys Inc$6,7150.00%47CommonSOLE
426281101JKHYJack Henry & Assoc$6,6660.00%37CommonSOLE
668771108GENGen Digital$6,5560.00%223CommonSOLE
398905109GPIGroup 1 Auto$6,5510.00%15CommonSOLE
57060D108MKTXMarketAxess Hldgs Inc$6,4770.00%29CommonSOLE
M22465104CHKPCheck Point Software$6,4160.00%29CommonSOLE
724479100PBIPitney Bowes$6,3820.00%585CommonSOLE
92343E102VRSNVerisign Inc$6,3540.00%22CommonSOLE
031100100AMEAmetek Inc$6,3340.00%35CommonSOLE
018581108BFHBread Financial$6,2830.00%110CommonSOLE
464287564ICFiShares REIT$6,2380.00%102CommonSOLE
53263P105LMBLimbach Hldgs Inc$6,0240.00%43CommonSOLE
15135B101CNCCentene Corp$5,9710.00%110CommonSOLE
053611109AVYAvery Dennison Corp$5,6150.00%32CommonSOLE
M81873107RDWRRadware Ltd$5,5350.00%188CommonSOLE
7495271071RGREV Group Inc$5,5200.00%116CommonSOLE
861896108SNEXStoneX Group Inc$5,4680.00%60CommonSOLE
25434V864DFSDDimensional Short Duration$5,4250.00%113CommonSOLE
L8681T102SPOTSpotify Tech$5,3710.00%7CommonSOLE
749607107RLIRLI Corp$5,3440.00%74CommonSOLE
29332G102EHABUSDEnhabit Inc$5,3020.00%550CommonSOLE
24477E103DHDefinitive Healthcare$5,2300.00%1,341CommonSOLE
229050307CYRXCryoport Inc$5,1770.00%694CommonSOLE
45867G101IDCCInterDigital Inc$5,1570.00%23CommonSOLE
915271100UVSPUnivest Financial Corporation$5,0470.00%168CommonSOLE
91324P102UNHUnited Healthcare Corp$4,9920.00%16CommonSOLE
285512109EAElectronic Arts Inc$4,7910.00%30CommonSOLE
64115T104NTCTNetscout Systems Inc$4,7140.00%190CommonSOLE
767292105RIOTRiot Blockchain$4,7010.00%416CommonSOLE
74164F103PRIMPrimoris Svcs$4,6760.00%60CommonSOLE
G87264100TGLSTecnoglass Inc$4,6420.00%60CommonSOLE
78442P106SLMSLM Corporation$4,5580.00%139CommonSOLE
45781M101INVAInnoviva Inc$4,5200.00%225CommonSOLE
92532F100VRTXVertex Pharma Inc$4,4520.00%10CommonSOLE
06652K103BKUBankUnited$4,4490.00%125CommonSOLE
407497106HLNEHamilton Lane Inc$4,4060.00%31CommonSOLE
G68707101PAGSPagSeguro Digital Ltd$4,3770.00%454CommonSOLE
05379b107Avista Corp$4,3640.00%115CommonSOLE
71844V201PECOPhillips Edison$4,3440.00%124CommonSOLE
88338K103STKSThe ONE Group Hospitality Inc$4,3330.00%1,070CommonSOLE
421906108HCSGHealthcare Services Group Inc$4,2840.00%285CommonSOLE
00912X302ALAir Lease Corp$4,2700.00%73CommonSOLE
55345K10337MMRC Global Inc$4,2500.00%310CommonSOLE
88160R101TSLATesla Inc$4,1300.00%13CommonSOLE
88025T102TENBTenable Hldgs$4,1210.00%122CommonSOLE
77543R102ROKURoku Inc$4,0430.00%46CommonSOLE
20786W107CNOBConnectOne Bancorp$3,8910.00%168CommonSOLE
477839104JBTMJBT Marel Corporation$3,8480.00%32CommonSOLE
573284106MLMMartin Marietta$3,8430.00%7CommonSOLE
363576109AJGArthur J Gallagher & Co$3,8410.00%12CommonSOLE
04335A105ARVNArvinas Inc$3,8270.00%520CommonSOLE
04963C209ATRCAtriCure$3,8010.00%116CommonSOLE
88337F105ODP1ODP Corp$3,7890.00%209CommonSOLE
00653Q102AHCOAdapthealth Cp$3,7340.00%396CommonSOLE
045487105ASBAssociated Banc Cp$3,7320.00%153CommonSOLE
902673102UFPTUFP Technologies$3,6620.00%15CommonSOLE
456237106ILPTIndustrial Logistics Pptys Tr$3,6400.00%800CommonSOLE
750236101RDNRadian Group Inc$3,6380.00%101CommonSOLE
68287N100OSPNOneSpan Inc$3,6380.00%218CommonSOLE
92204A108VCRVanguard Cons Disc$3,6230.00%10CommonSOLE
891092108TTCToro Company$3,5340.00%50CommonSOLE
668074305NWENorthWestern Corp$3,4880.00%68CommonSOLE
91688F104UPWKUpwork Inc$3,3730.00%251CommonSOLE
52472M101LEGHLegacy Housing Corp$3,3310.00%147CommonSOLE
92337F107VCYTVeracyte Inc$3,1900.00%118CommonSOLE
62955J103NOVNOV Inc$3,0830.00%248CommonSOLE
292765104EPACEnerpac Tool Group$3,0830.00%76CommonSOLE
78468R101SPTSSPDR Short Term Treasury ETF$3,0750.00%105CommonSOLE
90184D100TWSTTwist Bioscience$3,0540.00%83CommonSOLE
803607100SRPTSarepta Thera$3,0270.00%177CommonSOLE
94106B101WCNWaste Connections Inc$2,9880.00%16CommonSOLE
50540R409LSILab Corp of America$2,8880.00%11CommonSOLE
866082100INNSummit Hotel Properties$2,8200.00%554CommonSOLE
74347M108PUMPProPetro Hldg Corp$2,6450.00%443CommonSOLE
030420103AWKAmerican Water Works$2,6430.00%19CommonSOLE
20030N101CMCSAComcast Corp A$2,6410.00%74CommonSOLE
374111052Apache Corp$2,5970.00%142CommonSOLE
46138E214IDHQInvesco Intl Dev Quality$2,5720.00%78CommonSOLE
00971T101AKAMAkamai Technologies$2,5520.00%32CommonSOLE
754730109RJFRaymond James Financial$2,4540.00%16CommonSOLE
247361702DALDelta Air Lines Inc$2,4100.00%49CommonSOLE
92343X100VTYVerint Systems Inc$1,9470.00%99CommonSOLE
464286202EWOiShares MSCI Austria Capped ET$1,4410.00%49CommonSOLE
81141R100SESea Ltd$1,2800.00%8CommonSOLE
896239100TRMBTrimble Navigation Ltd$1,1400.00%15CommonSOLE
46222L108IONQIONQ Inc$1,1170.00%26CommonSOLE
G87110105FTITechnipFMC plc$1,1020.00%32CommonSOLE
22052L104CTVACorteva Inc$1,0430.00%14CommonSOLE
57667L107MTCHMatch Group$9880.00%32CommonSOLE
733245104PRCHPorch Group, Inc.$9670.00%82CommonSOLE
M25133105CGNTCognyte Software$9150.00%99CommonSOLE
38046C109GOGOGogo Inc$8950.00%61CommonSOLE
464286400EWZiShares Brazil ETF$8940.00%31CommonSOLE
50077B207KTOSKratos Defense & Security Solu$8830.00%19CommonSOLE
H17182108CRSPCRISPR Therapeutics AG$8760.00%18CommonSOLE
20337X109VISNCommScope Hldg Co$8360.00%101CommonSOLE
917047102URBNUrban Outfitters$7980.00%11CommonSOLE
92552V100VSATViasat Inc$7880.00%54CommonSOLE
852234103XYZSquare Inc A$7470.00%11CommonSOLE
30063P105EXKExact Sciences Corp$7440.00%14CommonSOLE
925550105VIAVViavi Solutions Inc$7250.00%72CommonSOLE
74267c106Proassurance Corp$6620.00%29CommonSOLE
56035L104MAINMain St Capital$6500.00%11CommonSOLE
687793109OSCROscar Health, Inc.$6430.00%30CommonSOLE
410495204HAFCHanmi Financial$6420.00%26CommonSOLE
M25722105CGENCompugen$6370.00%358CommonSOLE
98980L101ZNGAZoom Video$6240.00%8CommonSOLE
88830M102TWITitan Intl Inc$6160.00%60CommonSOLE
69888T207PARRPar Pacific Holdings$6100.00%23CommonSOLE
732344106PDLBPonce Financial Group$5810.00%42CommonSOLE
19623P101CBANColony Bankcorp, Inc.$5760.00%35CommonSOLE
68621F102ORGOOrganogenesis$5750.00%157CommonSOLE
901109108TPCTutor Perini Cp$5610.00%12CommonSOLE
44919P508IACIEURIAC/Interactive Corp$5600.00%15CommonSOLE
389375106GTNGray Television Inc$5530.00%122CommonSOLE
112463104BKDBrookdale Senior Living$5500.00%79CommonSOLE
G85158106STNEStoneCo Ltd$5450.00%34CommonSOLE
344849104WOOFoot Locker Inc$5390.00%22CommonSOLE
12662P108CVICVR Energy Inc$5370.00%20CommonSOLE
00973Y108AKROAkero Thera Inc$5340.00%10CommonSOLE
563571405MTWManitowoc Company Inc$5290.00%44CommonSOLE
03168L105AMRXAmneal Pharma Inc$5260.00%65CommonSOLE
06849F108BBarrick Mining$5200.00%25CommonSOLE
G36738105FDPFresh Del Monte$5190.00%16CommonSOLE
415864107NVRIEnviri Corporation$5120.00%59CommonSOLE
235825205DANDana Holding Corp$4970.00%29CommonSOLE
10950A106BTSGBrightSpring Health Services I$4950.00%21CommonSOLE
67018T105NUSNu Skin Enterprises Inc$4950.00%62CommonSOLE
69553P100PDPagerDuty Inc$4890.00%32CommonSOLE
67098H104OIO-I Glass Inc$4860.00%33CommonSOLE
42806J700HTZHertz Global$4850.00%71CommonSOLE
G8726T105TKTeekay Corporation$4780.00%58CommonSOLE
M85548101SSYSStratasys Ltd$4590.00%40CommonSOLE
382550101GTGoodyear Tire & Rubber$4560.00%44CommonSOLE
155923105CTRICenturi Holdings Inc$4490.00%20CommonSOLE
203668108CYHCommunity Hlth Syd New Com$4450.00%131CommonSOLE
89854H102TTECTTec Hldgs$4430.00%92CommonSOLE
860897107SFIXStitch Fix Inc$4140.00%112CommonSOLE
25525P107DHCDiversified Healthcare Trust$3580.00%100CommonSOLE
90364P105PATHUiPath Inc$3580.00%28CommonSOLE
57667T100MTLSMaterialise$2990.00%53CommonSOLE
157085101CERSCerus Corp$2710.00%192CommonSOLE
07373V105BEAMBeam Therapeutics$2550.00%15CommonSOLE
91332U101UUnity Software$2420.00%10CommonSOLE
88025U109TXG10X Genomics$1390.00%12CommonSOLE
87918A105TDOCTeladoc Inc$1310.00%15CommonSOLE
69404D108PACBPacific Biosciences$1190.00%96CommonSOLE
45826J105NTLAIntellia Therapeutic$1130.00%12CommonSOLE
00183L102ANGI1EURAngi Inc$1070.00%7CommonSOLE
90089L108TSPHTuSimple Holdings$200.00%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.