MondegarAI
C M BIDWELL & ASSOCIATES LTD

Q4 2025 · 13F-HR

C M BIDWELL & ASSOCIATES LTDholdings as filed

Filed 2026-02-13 · accession 0001091860-26-000002

$211.8M
Reported value
484
Positions
2025-12-31
Period end
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The Brief · C M BIDWELL & ASSOCIATES LTD · Q4 2025

AI · grounded in 13F

C M BIDWELL & ASSOCIATES LTD significantly reduced its stake in Royal Carribean Cruises by 66.49%. The fund established new positions in Tapestry Inc for $353,156 and Estee Lauder Companies EL for $323,375. Other notable activity includes closing its position in T-Mobile US Inc TMUS and increasing its holdings in Schwab US Agg ETF SCHZ by 15.48%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOVanguard S&P 500 ETF$26.7M12.6%42,538CommonSOLE
921937827BSVVanguard ST Bond ETF$12.8M6.04%162,416CommonSOLE
922908769VTIVanguard Ttl Mkt ETF$8.5M4.00%25,298CommonSOLE
922020805VTIPVanguard ST TIPS ETF$8.0M3.79%162,364CommonSOLE
464287655IWMiShares Russell 2000 ETF$8.0M3.79%32,610CommonSOLE
464288612GVIiShares Int Gov/Cr Bd ETF$7.5M3.53%69,723CommonSOLE
808524862SCHOSchwab ST Treas ETF$7.3M3.44%298,619CommonSOLE
464287200IVViShares S&P 500 ETF$7.1M3.34%10,331CommonSOLE
46432F859ISTBiShares Core 1-5 Year USD Bond$4.9M2.29%99,688CommonSOLE
464288240ACWXiShares MSCI ACWI ex US ETF$4.8M2.26%71,192CommonSOLE
921943858VEAVanguard Dev Mkts ETF$4.5M2.13%72,283CommonSOLE
921937835BNDVanguard Total Bond Market ETF$4.1M1.93%55,274CommonSOLE
808524870SCHPSchwab US TIPS ETF$3.7M1.76%140,925CommonSOLE
25434V708DFACDFA US Core Equity 2$3.7M1.74%93,149CommonSOLE
808524102SCHBSchwab US Mkt ETF$3.3M1.58%127,406CommonSOLE
921937819BIVVanguard Int Bd ETF$3.1M1.45%39,324CommonSOLE
808524201SCHXSchwab US Lg Cap ETF$3.1M1.44%113,351CommonSOLE
25434V880DFAXDFA World ex US Core Eq 2 ETF$2.9M1.39%89,801CommonSOLE
808524607SCHASchwab US Sm Cap ETF$2.8M1.30%96,807CommonSOLE
922907746VTEBVanguard Tax Exempt Bond ETF$2.7M1.30%54,590CommonSOLE
808524839SCHZSchwab US Agg ETF$2.7M1.27%114,837CommonSOLE
67066G104NVDANVidia Corp$2.6M1.21%13,718CommonSOLE
78464A854SPYMSPDR S&P 500 ETF$2.4M1.14%30,134CommonSOLE
594918104MSFTMicrosoft Corp$2.2M1.04%4,557CommonSOLE
037833100AAPLApple Inc$2.2M1.03%8,032CommonSOLE
02079K305GOOGLAlphabet Inc$2.0M0.95%6,408CommonSOLE
808524805SCHFSchwab Intl Equity ETF$2.0M0.94%83,009CommonSOLE
922908751VBVanguard Sm Cap ETF$1.6M0.73%6,015CommonSOLE
921946406VYMVanguard High Dividend Yield E$1.5M0.70%10,333CommonSOLE
922908611VBRVngrd Sm Cap Val ETF$1.4M0.68%6,814CommonSOLE
921908844VIGVanguard Div Ap ETF$1.4M0.67%6,412CommonSOLE
922042858VWOVanguard EM ETF$1.3M0.63%24,983CommonSOLE
46432F842IEFAiShares Core EAFE ETF$1.3M0.60%14,314CommonSOLE
023135106AMZNAmazon.com Inc$1.3M0.60%5,497CommonSOLE
46435G326IDEViShares Core MSCI Int'l Dev Mk$1.2M0.57%14,680CommonSOLE
922042742VTVanguard Total World Stock ETF$1.1M0.52%7,736CommonSOLE
464288414MUBiShares Muni Bond ETF$1.0M0.50%9,796CommonSOLE
808524706SCHESchwab EM Equity ETF$1.0M0.49%31,404CommonSOLE
92206C664VTWOVanguard Rus 2000 ETF$1.0M0.48%10,163CommonSOLE
464288158SUBiShares ST Muni ETF$988,2550.47%9,262CommonSOLE
808524797SCHDSchwab US Div Eq ETF$968,1420.46%35,295CommonSOLE
922908744VTVVanguard Lg Cap Val ETF$958,0740.45%5,016CommonSOLE
464287226AGGiShares US Agg Bd ETF$886,5350.42%8,876CommonSOLE
78462F103SPYSPDR S&P 500 ETF Trust$864,6660.41%1,268CommonSOLE
25434V815DFSVDFA US Small Val ETF$859,4750.41%26,132CommonSOLE
25434V104DFAUDFA US Core Equity$834,3040.39%17,827CommonSOLE
25434V781DISVDFA Intl SCap Val ETF$833,7200.39%21,940CommonSOLE
30303M102METAMeta Platforms Inc$784,1870.37%1,188CommonSOLE
92537N108VRTVertiv Hldgs Co$764,3630.36%4,718CommonSOLE
92206C102VGSHVanguard ST Gvt Bd ETF$753,8580.36%12,836CommonSOLE
46138E206PWZInvesco CA Muni Bond ETF$736,9770.35%30,504CommonSOLE
25434V799DFICDFA Intl Core Eq 2$729,5870.34%21,172CommonSOLE
443201108HWMHowmet Aerospace$727,0010.34%3,546CommonSOLE
92206C409VCSHVanguard Short Term Corp Bond$702,2780.33%8,808CommonSOLE
464287150ITOTiShares Core S&P Ttl Stk ETF$642,0430.30%4,318CommonSOLE
46625H100JPMJP Morgan Chase$638,9620.30%1,983CommonSOLE
922908512VOEVngrd Mid Cap Val ETF$594,8990.28%3,354CommonSOLE
03831W108APPApplovin Corp$553,2060.26%821CommonSOLE
03073E105CORCencora Inc$547,8300.26%1,622CommonSOLE
922908637VVVanguard Lrg Cap ETF$541,7710.26%1,721CommonSOLE
17275R102CSCOCisco Systems Inc$511,7100.24%6,643CommonSOLE
512807306LRCXLam Research Corp$504,8100.24%2,949CommonSOLE
25434V203DFAIDFA Intl Core Equity$491,5050.23%12,897CommonSOLE
75734B100RDDTReddit Inc$471,6930.22%2,052CommonSOLE
25434V666DFLVDFA US Large Val ETF$471,0690.22%13,770CommonSOLE
064058100BKBank of NY Mellon$458,4390.22%3,949CommonSOLE
922042775VEUVanguard FTSE All World ex-US$452,0260.21%6,145CommonSOLE
46641Q654JMSTJPMorgan Ultra Short Muni$451,5830.21%8,865CommonSOLE
921910873MGCVanguard MegaCap ETF$443,0640.21%1,764CommonSOLE
101137107BSXBoston Scientific$428,5980.20%4,495CommonSOLE
032095101APHAmphenol Corp$402,7170.19%2,980CommonSOLE
958102105WDCWestern Digital Corp$397,4270.19%2,307CommonSOLE
040413205ANETArista Networks Inc$392,3040.19%2,994CommonSOLE
375558103GILDGilead Sciences$389,6990.18%3,175CommonSOLE
12541W209CHRWC H Robinson Worldwide$387,9140.18%2,413CommonSOLE
921946794VYMIVngrd Intl Hgh Div ETF$378,3170.18%4,204CommonSOLE
876030107TPRTapestry Inc$353,1560.17%2,764CommonSOLE
12504L109CBRECBRE Group Inc$351,9690.17%2,189CommonSOLE
459200101IBMIntl Bus Machines$347,7510.16%1,174CommonSOLE
921909768VXUSVanguard Total Intl ETF$345,4400.16%4,579CommonSOLE
35137L105FOXAFox Corp A$341,0180.16%4,667CommonSOLE
45784P101PODDInsulet Corp$328,2970.16%1,155CommonSOLE
90138F102TWLOTwilio Inc A$323,8800.15%2,277CommonSOLE
518439104ELEstee Lauder Companies$323,3750.15%3,088CommonSOLE
517834107LVSLas Vegas Sands$313,4080.15%4,815CommonSOLE
46434G103IEMGiShares Core EM ETF$312,9090.15%4,655CommonSOLE
761152107RMDResmed Inc$312,8900.15%1,299CommonSOLE
04621X108AIZAssurant Inc$312,3820.15%1,297CommonSOLE
651639106NEMNewmont Corp$311,2320.15%3,117CommonSOLE
701094104PHParker Hannifin Corp$306,7570.14%349CommonSOLE
89417E109TRVTravelers Companies$304,5630.14%1,050CommonSOLE
617446448MSMorgan Stanley$303,2210.14%1,708CommonSOLE
559222401MGAMagna Intl$300,6120.14%5,640CommonSOLE
25434V302DFAEDFA Emerging Mkts$300,3610.14%9,222CommonSOLE
418056107HASHasbro Inc$297,0860.14%3,623CommonSOLE
64110L106NFLXNetflix Inc$294,2190.14%3,138CommonSOLE
00971T101AKAMAkamai Technologies$293,3340.14%3,362CommonSOLE
21037T109CEGConstellation Energy$290,0350.14%821CommonSOLE
N00985106AERAerCap Holdings NV$289,2450.14%2,012CommonSOLE
09290D101BLKBlackRock Inc$287,9210.14%269CommonSOLE
874054109TTWOTake-Two Interactive$286,4980.14%1,119CommonSOLE
717081103PFEPfizer Inc$286,0510.14%11,488CommonSOLE
92206C706VGITVanguard Int Treas ETF$281,6710.13%4,700CommonSOLE
78463X475SPGMSPDR MSCI Global Stock Market$272,9610.13%3,558CommonSOLE
05722G100BKRBaker Hughes Co$271,7830.13%5,968CommonSOLE
19761L607MUSTColumbia Muni ETF$270,5470.13%13,127CommonSOLE
025072505TAXFAm Cntry Div Muni ETF$267,7700.13%5,315CommonSOLE
V7780T103RCLRoyal Carribean Cruises$260,7900.12%935CommonSOLE
92338C103VLTOVeralto Corp$260,3260.12%2,609CommonSOLE
78409V104SPGIS&P Global Inc$258,1590.12%494CommonSOLE
084670702BRK/BBerkshire Hathaway B$254,3410.12%506CommonSOLE
25434V872DFCFDFA Core Fixed Inc ETF$253,9560.12%5,967CommonSOLE
199908104FIXComfort Systems Inc$251,9880.12%270CommonSOLE
718172109PMPhillip Morris Intl Inc$251,0260.12%1,565CommonSOLE
337932107FEFirstEnergy Corp$250,7120.12%5,600CommonSOLE
49456B101KMIKinder Morgan$250,2410.12%9,103CommonSOLE
580135101MCDMcDonald's Corp$249,7000.12%817CommonSOLE
56501R106MFCManulife Financial$247,9010.12%6,833CommonSOLE
219350105GLWCorning Inc$242,5410.11%2,770CommonSOLE
56585A102MPCMarathon Petroleum$241,8310.11%1,487CommonSOLE
70450Y103PYPLPaypal Holdings Inc$237,3730.11%4,066CommonSOLE
781154109RBRKRubrik Inc$234,8700.11%3,071CommonSOLE
60937P106MDBMongoDB Inc$227,8920.11%543CommonSOLE
72147K108PPCPilgrim's Pride Corp$220,6050.10%5,658CommonSOLE
931142103WMTWalmart Inc$220,5920.10%1,980CommonSOLE
78355W106Guggenheim S&P 500 Equal Weigh$220,2940.10%1,150CommonSOLE
46641Q647JMUBJPMorgan Muni ETF$219,1700.10%4,340CommonSOLE
45337C102INCYIncyte Genomics$217,3930.10%2,201CommonSOLE
902252105TYLTyler Technologies$213,3560.10%470CommonSOLE
25434V732DFEMDFA EM Core Eq 2 ETF$211,3810.10%6,390CommonSOLE
30161N101EXCExelon Corp$208,7960.10%4,790CommonSOLE
46434V456IQLTiShares Intl Qlty ETF$207,3430.10%4,562CommonSOLE
172908105CTASCintas Corporation$206,6890.10%1,099CommonSOLE
147528103CASYCasey's General Stores$202,8450.10%367CommonSOLE
46137V597PRFZInvesco FTSE RAFI US 1500 Smal$198,7040.09%4,330CommonSOLE
25434V617DFAWDFA World Equity ETF$196,2690.09%2,653CommonSOLE
665859104NTRSNorthern Trust Corp$194,9140.09%1,427CommonSOLE
872540109TJXTJX Companies$193,8560.09%1,262CommonSOLE
22788C105CRWDCrowdstrike Hldgs$190,3170.09%406CommonSOLE
19247G107COHRCoherent Corp$190,1070.09%1,030CommonSOLE
679295105OKTAOkta Inc$188,3320.09%2,178CommonSOLE
464287622IWBiShares Russell 1000 ETF$185,2260.09%496CommonSOLE
922908629VOVanguard Mid Cap ETF$185,0220.09%638CommonSOLE
90353T100UBERUber Tech$184,8280.09%2,262CommonSOLE
942749102WTSWatts Water Tech$178,8610.08%648CommonSOLE
26622P107DOCSDoximity Inc$176,6770.08%3,990CommonSOLE
74144T108TROWT Rowe Price Group Inc$175,3770.08%1,713CommonSOLE
882508104TXNTexas Instruments Inc$173,6630.08%1,001CommonSOLE
922908736VUGVanguard Growth ETF$171,2390.08%351CommonSOLE
922475108VEEVVeeva Systems Inc$169,2080.08%758CommonSOLE
525327102LDOSLeidos Holdings Inc$166,3290.08%922CommonSOLE
260003108DOVDover Corp$164,5870.08%843CommonSOLE
67103H107ORLYO'Reilly Automotive$163,7220.08%1,795CommonSOLE
03969K108ARQTArcutis Biotherapeutics$154,9280.07%5,335CommonSOLE
125269100CFCF Inds Hldgs Inc$153,9840.07%1,991CommonSOLE
24703L202DELLDell$152,0630.07%1,208CommonSOLE
278865100ECLEcolab Inc$151,4740.07%577CommonSOLE
464286533EEMViShares Min Vol EM ETF$150,9420.07%2,357CommonSOLE
58502B106MDPediatrix Medical Group$150,3720.07%7,030CommonSOLE
65290E101NXTNextracker Inc$143,9060.07%1,652CommonSOLE
756109104ORealty Income Corp$141,6010.07%2,512CommonSOLE
464287176TIPiShares TIPS Bond ETF$139,5010.07%1,269CommonSOLE
15135u109Cenovus Energy$133,0250.06%7,862CommonSOLE
25434V609DFATDFA US Targeted Value$130,9280.06%2,199CommonSOLE
464287507IJHiShares Core S&P Mid-Cap ETF$130,6890.06%1,980CommonSOLE
808524300SCHGSchwab US LCap Grw ETF$127,6090.06%3,912CommonSOLE
46138E735PDNInvesco FTSE RAFI Dev Mkts ex-$125,5030.06%2,975CommonSOLE
013872106AAAlcoa Corp$120,3620.06%2,265CommonSOLE
25434V500DFASDFA US Small Cap ETF$119,8320.06%1,720CommonSOLE
25434V807DFIVDFA Intl Value ETF$118,7620.06%2,380CommonSOLE
216648501COOCooper Companies Inc$115,3180.05%1,407CommonSOLE
19260Q107COINCoinbase Global$115,1050.05%509CommonSOLE
58506Q109MEDPMedpace Holdings Inc$112,8920.05%201CommonSOLE
83418M103SEISolaris Energy Infras Inc$112,6260.05%2,450CommonSOLE
Y2573F102FLEXFlex Ltd$110,9920.05%1,837CommonSOLE
26441C204DUKDuke Energy Corporation$110,2950.05%941CommonSOLE
921946810VIGIVanguard Intl Div ETF$104,9850.05%1,148CommonSOLE
018581108BFHBread Financial$102,5320.05%1,385CommonSOLE
55087P104LYFTLyft Inc$102,4670.05%5,290CommonSOLE
152006102CGAUCenterra Gold$99,5120.05%6,925CommonSOLE
35905A109FTDRFrontDoor Inc$98,3040.05%1,704CommonSOLE
197236102COLBColumbia Banking System$96,4830.05%3,452CommonSOLE
00182C103ANIPANI Pharma$95,2020.04%1,206CommonSOLE
808517692SWSBXSchwab Short-Term Bond$94,4460.04%9,737CommonSOLE
989701107ZIONZions Bancorp$91,0300.04%1,555CommonSOLE
46817M107JXNJackson Financial$90,7590.04%851CommonSOLE
314211103FHIFederated Hermes Inc$90,5500.04%1,739CommonSOLE
534187109LNCLincoln National Corp$88,3920.04%1,985CommonSOLE
302520101FNBFNB Corp$87,2950.04%5,105CommonSOLE
366505105GTXGarrett Motion$85,5810.04%4,910CommonSOLE
98983L108ZWSZurn Elkay Water$84,6580.04%1,821CommonSOLE
71880K101PHINPhinia Inc$84,2550.04%1,344CommonSOLE
015857105AQNAlgonquin Power Utilities$82,9630.04%13,490CommonSOLE
577933104MMSMaximus Inc$82,3490.04%954CommonSOLE
464286392URTHiShares MSCI World ETF$81,5700.04%439CommonSOLE
74743L100QQnity Electronics$81,3230.04%996CommonSOLE
64828T201RITMRithm Capital Corp$81,1500.04%7,445CommonSOLE
69888T207PARRPar Pacific Holdings$80,6460.04%2,295CommonSOLE
830879102SKYWSkyWest Inc$80,6290.04%803CommonSOLE
26614N102DDDuPont de Nemours Inc$80,1990.04%1,995CommonSOLE
131193104CALYTopgolf Callaway$80,0560.04%6,860CommonSOLE
71742Q106PAHCPhibro Animal Health$79,7640.04%2,135CommonSOLE
29261A100EHCEncompass Health$79,4990.04%749CommonSOLE
500255104KSSKohls Corp$79,3540.04%3,888CommonSOLE
465741106ITRIItron Inc$78,1880.04%842CommonSOLE
79546E104SBHSally Beauty Hldgs Inc$75,5780.04%5,300CommonSOLE
02079K107GOOGAlphabet Inc$75,3120.04%240CommonSOLE
74758T303QLYSQualys Inc$74,8230.04%563CommonSOLE
29084Q100EMEEMCOR Group$74,6380.04%122CommonSOLE
G01767105ALKSAlkermes plc$73,5870.03%2,630CommonSOLE
911163103UNFIUnited Natural Foods$73,5690.03%2,185CommonSOLE
60786M105MCMoelis & Co A$73,3460.03%1,067CommonSOLE
63633D104NHINatl Health Inv Inc$71,7110.03%939CommonSOLE
222795502CUZCousins Properties Inc$69,4260.03%2,693CommonSOLE
25434V716DFSUDFA US Sus Core$65,1450.03%1,500CommonSOLE
922908652VXFVanguard Extended Market ETF$62,1090.03%297CommonSOLE
338307101FIVNFive9 Inc$61,2130.03%3,053CommonSOLE
689648103OTTROtter Tail Power$59,7990.03%740CommonSOLE
85208T107CXMSprinklr Inc$59,7890.03%7,685CommonSOLE
464288679SHViShares Short Treasury Bond ET$57,9390.03%526CommonSOLE
81369Y506XLEEnergy Sctr SPDR ETF$57,0910.03%1,277CommonSOLE
464287309IVWiShares S&P 500 Growth$55,7140.03%452CommonSOLE
25434V690DFSIDFA Intl Sus Core$55,6980.03%1,300CommonSOLE
46434G863ESGEiShares ESG EM ETF$55,1680.03%1,249CommonSOLE
69608A108PLTRPalantir Technologies$53,8580.03%303CommonSOLE
31188V100FSLYFastly Inc$53,5770.03%5,263CommonSOLE
46429B747STIPiShares Brc 0 - 5 Yr Tip$52,7310.02%515CommonSOLE
25434V773DFISDFA Intl Sm Cap ETF$52,7040.02%1,600CommonSOLE
478160104JNJJohnson & Johnson$50,7030.02%245CommonSOLE
25434V740DFEVDFA EM Value ETF$49,1930.02%1,458CommonSOLE
922908538VOTVanguard Mid-Cap Growth ETF$48,2910.02%173CommonSOLE
46138E727PXHInvesco FTSE EM ETF$47,0700.02%1,824CommonSOLE
921935870VTESVanguard Short Term Muni$44,9980.02%443CommonSOLE
97717W604DESWisdomTree US Small Cap Div ET$42,7490.02%1,278CommonSOLE
679580100ODFLOld Dominion Freight$41,3950.02%264CommonSOLE
92204A801VAWVanguard Materials ETF$38,3970.02%185CommonSOLE
464287804IJRiShares Core Sm Cap ETF$34,9720.02%291CommonSOLE
464288273SCZiShares MSCI Small Cap Idx ETF$34,9660.02%451CommonSOLE
217204106CPRTCopart Inc$34,1390.02%872CommonSOLE
25434V682DFSEDFA Emg Mkts Sus Core$33,1840.02%800CommonSOLE
609207105MDLZMondelez Intl Inc$32,6750.02%607CommonSOLE
770700102HOODRobinhood Markets$30,7630.01%272CommonSOLE
31428X106FDXFedEx Corp$28,8860.01%100CommonSOLE
144285103CRSCarpenter Technology$28,6500.01%91CommonSOLE
808524672SCHYSchwab Intl Div ETF$28,6270.01%960CommonSOLE
879360105TDYTeledyne Technologies$27,0690.01%53CommonSOLE
33733E302FDNFirst Trust Internet$26,9180.01%100CommonSOLE
74164M108PRIPrimerica Inc$26,6110.01%103CommonSOLE
464287598IWDiShares Russell 1000 Value ETF$26,0820.01%124CommonSOLE
22160K105COSTCostco Wholesale Corp$25,8700.01%30CommonSOLE
46137V613PRFPowershares RAFI US 1000 ETF$25,5710.01%545CommonSOLE
18915M107NETCloudflare Inc$23,8550.01%121CommonSOLE
46435G532SDGiShares MSCI Global Impact$22,4040.01%266CommonSOLE
464287291IXNiShares Global Tech ETF$22,0500.01%210CommonSOLE
858119100STLDSteel Dynamics$21,6900.01%128CommonSOLE
007903107AMDAdvance Micro Devices$21,4160.01%100CommonSOLE
697435105PANWPalo Alto Networks$19,8940.01%108CommonSOLE
464287168DVYiShares Select Dividend$19,7600.01%140CommonSOLE
437076102HDHome Depot Inc$19,2700.01%56CommonSOLE
46090E103QQQInvesco QQQ$18,4290.01%30CommonSOLE
666807102NOCNorthrop Gruman$18,2470.01%32CommonSOLE
34959E109FTNTFortinet Inc$17,8670.01%225CommonSOLE
758750103RRXRBC Bearings Inc$17,4890.01%39CommonSOLE
464287465EFAiShares MSCI EAFE ETF$17,4770.01%182CommonSOLE
55336V100MPLXMPLX LP$17,3990.01%326CommonSOLE
33733E203FBTFirst Trust Biotech$15,4890.01%75CommonSOLE
46429B689EFAViShares EAFE Min Vol ETF$15,2660.01%177CommonSOLE
M2682V108CYBRCyberArk Software Ltd$15,1660.01%34CommonSOLE
35473P884FLQMFranklin US Mid Cap Multifacto$14,6280.01%260CommonSOLE
62944T105NVRNVR Inc$14,5860.01%2CommonSOLE
808517718SWAGXSchwab US Agg Bond$14,4850.01%1,604CommonSOLE
71722W107PHATPhathom Pharma$14,1510.01%853CommonSOLE
92826C839VVisa Inc$14,0280.01%40CommonSOLE
670346105NUENucor Corp$13,2120.01%81CommonSOLE
826919102SLABSilicon Laboratories Inc$12,9390.01%99CommonSOLE
82509L107SHOPShopify Inc$12,8780.01%80CommonSOLE
201723103CMCCommercial Metals Co$12,5290.01%181CommonSOLE
464287887IJTiShares S&P Sm Cap 600 Grwth$12,1400.01%86CommonSOLE
464287606IJKiShares S&P Mid Cap 400 Grwth$12,0130.01%124CommonSOLE
384109104GGGGraco Inc$11,8040.01%144CommonSOLE
315616102FFIVF5 Networks Inc$11,4870.01%45CommonSOLE
03938L203MTArcelorMittal$10,8460.01%238CommonSOLE
204166102CVLTCommvault Systems Inc$10,6560.01%85CommonSOLE
464287754IYJiShares US Industrials$9,4830.00%64CommonSOLE
922042718VSSVanguard FTSE All World ex-US$9,3160.00%65CommonSOLE
00214Q104ARKKArk Innovation ETF$8,7690.00%114CommonSOLE
062540109BOHBank of Hawaii$8,6830.00%127CommonSOLE
81369Y886XLUUtilities Sctr SPDR ETF$8,6230.00%202CommonSOLE
548661107LOWLowes Companies Inc$8,4410.00%35CommonSOLE
303075105FDSFactset Research$8,4160.00%29CommonSOLE
G1151C101ACNAccenture plc$8,0490.00%30CommonSOLE
573874104MRVLMarvell Technology$7,5630.00%89CommonSOLE
64110D104NTAPNetApp Inc$7,4960.00%70CommonSOLE
74164F103PRIMPrimoris Svcs$7,4480.00%60CommonSOLE
26142V105DKNGDraftKings Inc$7,3060.00%212CommonSOLE
031100100AMEAmetek Inc$7,1860.00%35CommonSOLE
426281101JKHYJack Henry & Assoc$6,7520.00%37CommonSOLE
87305R109TTMITTM Technologies$6,6930.00%97CommonSOLE
229050307CYRXCryoport Inc$6,6620.00%694CommonSOLE
87164F105SNDXSyndax Pharmaceuticals Inc$6,4710.00%308CommonSOLE
45867G101IDCCInterDigital Inc$6,3680.00%20CommonSOLE
285512109EAElectronic Arts Inc$6,1300.00%30CommonSOLE
464287564ICFiShares REIT$6,0860.00%102CommonSOLE
668771108GENGen Digital$6,0630.00%223CommonSOLE
73278L105POOLPool Corp$5,9470.00%26CommonSOLE
861896108SNEXStoneX Group Inc$5,8980.00%62CommonSOLE
343412102FLRFluor Corp$5,8650.00%148CommonSOLE
88160R101TSLATesla Inc$5,8460.00%13CommonSOLE
053611109AVYAvery Dennison Corp$5,8200.00%32CommonSOLE
771049103RBLXRoblox$5,7530.00%71CommonSOLE
06652K103BKUBankUnited$5,5710.00%125CommonSOLE
046433108ATROAstronics Corp Com$5,4780.00%101CommonSOLE
393222104GPREGreen Plains Inc$5,4680.00%558CommonSOLE
421906108HCSGHealthcare Services Group Inc$5,4490.00%285CommonSOLE
25434V864DFSDDimensional Short Duration$5,4180.00%113CommonSOLE
M22465104CHKPCheck Point Software$5,3810.00%29CommonSOLE
92343E102VRSNVerisign Inc$5,3450.00%22CommonSOLE
93627C101HCCWarrior Met Coal$5,2900.00%60CommonSOLE
91324P102UNHUnited Healthcare Corp$5,2820.00%16CommonSOLE
57060D108MKTXMarketAxess Hldgs Inc$5,2560.00%29CommonSOLE
Y62132108NVGSNavigator Holdings$5,2130.00%301CommonSOLE
90041L105TPBTurning Point Brands$5,2030.00%48CommonSOLE
346375108FORMFormfactor Inc$5,1880.00%93CommonSOLE
77543R102ROKURoku Inc$4,9910.00%46CommonSOLE
91688F104UPWKUpwork Inc$4,9750.00%251CommonSOLE
92337F107VCYTVeracyte Inc$4,9680.00%118CommonSOLE
192108504CDECoeur D'Alene Mines$4,9390.00%277CommonSOLE
766559702RIGLRigel Pharmaceuticals Inc$4,9250.00%115CommonSOLE
254423106DINDine Brands Global$4,9170.00%153CommonSOLE
477839104JBTMJBT Marel Corporation$4,8210.00%32CommonSOLE
917047102URBNUrban Outfitters$4,8170.00%64CommonSOLE
G8807B106TBPHTheravance Biopharma, Inc$4,7710.00%255CommonSOLE
453836108INDBIndependent Bank Corp$4,7500.00%65CommonSOLE
749607107RLIRLI Corp$4,7350.00%74CommonSOLE
00912X302ALAir Lease Corp$4,6890.00%73CommonSOLE
811707801SBCFSeacoast Bkg Corp$4,6820.00%149CommonSOLE
04963C209ATRCAtriCure$4,6290.00%117CommonSOLE
604749101MIRMMirum Pharmaceuticals Inc$4,5810.00%58CommonSOLE
92532F100VRTXVertex Pharma Inc$4,5340.00%10CommonSOLE
M81873107RDWRRadware Ltd$4,5290.00%188CommonSOLE
15135B101CNCCentene Corp$4,5260.00%110CommonSOLE
49428J109KEKimball Electronics, Inc$4,4790.00%161CommonSOLE
03762U105ARIApollo Coml Real Estate$4,4430.00%459CommonSOLE
05379b107Avista Corp$4,4320.00%115CommonSOLE
456237106ILPTIndustrial Logistics Pptys Tr$4,4320.00%800CommonSOLE
668074305NWENorthWestern Corp$4,3890.00%68CommonSOLE
G68707101PAGSPagSeguro Digital Ltd$4,3770.00%454CommonSOLE
573284106MLMMartin Marietta$4,3590.00%7CommonSOLE
42328H109HLIOHelios Tech$4,1720.00%78CommonSOLE
75700L108RRRRed Rock Resorts Inc$4,0890.00%66CommonSOLE
L8681T102SPOTSpotify Tech$4,0650.00%7CommonSOLE
782011100RSIRush Street Interactive Inc$4,0220.00%207CommonSOLE
71844V201PECOPhillips Edison$4,0190.00%113CommonSOLE
045487105ASBAssociated Banc Cp$3,9410.00%153CommonSOLE
92204A108VCRVanguard Cons Disc$3,9390.00%10CommonSOLE
891092108TTCToro Company$3,9360.00%50CommonSOLE
67011P100DNOWNOW Inc$3,8950.00%294CommonSOLE
62955J103NOVNOV Inc$3,8760.00%248CommonSOLE
G85158106STNEStoneCo Ltd$3,8160.00%258CommonSOLE
803607100SRPTSarepta Thera$3,8090.00%177CommonSOLE
78442P106SLMSLM Corporation$3,7610.00%139CommonSOLE
038336103ATRAptargroup Inc$3,6590.00%30CommonSOLE
750236101RDNRadian Group Inc$3,6350.00%101CommonSOLE
374111052Apache Corp$3,4730.00%142CommonSOLE
247361702DALDelta Air Lines Inc$3,4010.00%49CommonSOLE
12448X201BYRNByrna Tech$3,3080.00%197CommonSOLE
363576109AJGArthur J Gallagher & Co$3,1050.00%12CommonSOLE
88025T102TENBTenable Hldgs$2,8710.00%122CommonSOLE
94106B101WCNWaste Connections Inc$2,8060.00%16CommonSOLE
084423102WRBBerkeley WR Corp$2,8050.00%40CommonSOLE
68287N100OSPNOneSpan Inc$2,7990.00%218CommonSOLE
50540R409LSILab Corp of America$2,7600.00%11CommonSOLE
46138E214IDHQInvesco Intl Dev Quality$2,7420.00%78CommonSOLE
444144109HDSNHudson Technologies Inc$2,7400.00%400CommonSOLE
866082100INNSummit Hotel Properties$2,6980.00%554CommonSOLE
754730109RJFRaymond James Financial$2,5690.00%16CommonSOLE
58933Y105MRKMerck & Co Inc$2,5260.00%24CommonSOLE
00287Y109ABBVAbbvie Inc$2,5130.00%11CommonSOLE
030420103AWKAmerican Water Works$2,4790.00%19CommonSOLE
406216101HALHalliburton Company$2,4300.00%86CommonSOLE
539830109LMTLockheed Martin$2,4180.00%5CommonSOLE
345370860FFord Motor Co$2,3920.00%182CommonSOLE
91913Y100VLOValero Energy Corp$2,2790.00%14CommonSOLE
110122108BMYBristol Myers Squibb$2,2650.00%42CommonSOLE
20030N101CMCSAComcast Corp A$2,2120.00%74CommonSOLE
316773100FITBFifth Third Bank$2,2000.00%47CommonSOLE
30231G102XOMExxon Mobil Corp$2,1660.00%18CommonSOLE
29250N105ENBEnbridge Inc$2,1520.00%45CommonSOLE
039483102ADMArcher Daniels Midland$2,1270.00%37CommonSOLE
806857108SLBSchlumberger$2,1110.00%55CommonSOLE
833034101SNASnap On Inc$2,0680.00%6CommonSOLE
695156109PKGPackaging Corp of America$2,0620.00%10CommonSOLE
7591EP100RFRegions Finl Corp$2,0600.00%76CommonSOLE
191216100KOCoca-Coca Company$2,0270.00%29CommonSOLE
713448108PEPPepsico Inc$2,0090.00%14CommonSOLE
911312106UPSUnited Parcel Service$1,9840.00%20CommonSOLE
166764100CVXChevron Corporation$1,9810.00%13CommonSOLE
031162100AMGNAmgen Incorporated$1,9640.00%6CommonSOLE
92343V104VZVerizon Comm Inc$1,9140.00%47CommonSOLE
20825C104COPConocoPhillips$1,8720.00%20CommonSOLE
370334104GISGeneral Mills Inc$1,8600.00%40CommonSOLE
87612E106TGTTarget Corp$1,8570.00%19CommonSOLE
427866108HSYHershey Company$1,8200.00%10CommonSOLE
682680103OKEOneok Inc$1,7640.00%24CommonSOLE
464286202EWOiShares MSCI Austria Capped ET$1,7380.00%49CommonSOLE
G0250X107AMCRAmcor plc$1,7260.00%207CommonSOLE
742718109PGProcter & Gamble Co$1,7200.00%12CommonSOLE
26875P101EOGEOG Resources$1,6800.00%16CommonSOLE
494368103KMBKimberly Clark$1,6140.00%16CommonSOLE
963320106WHRWhirlpool Corp$1,4430.00%20CommonSOLE
50077B207KTOSKratos Defense & Security Solu$1,4420.00%19CommonSOLE
35834F104TET1 Energy Inc.$1,4360.00%215CommonSOLE
G87110105FTITechnipFMC plc$1,4260.00%32CommonSOLE
30063P105EXKExact Sciences Corp$1,4220.00%14CommonSOLE
N53745100LYBLyondellBasell Ind$1,3860.00%32CommonSOLE
92552V100VSATViasat Inc$1,3780.00%40CommonSOLE
925550105VIAVViavi Solutions Inc$1,2830.00%72CommonSOLE
896239100TRMBTrimble Navigation Ltd$1,1750.00%15CommonSOLE
29664W105ESPREsperion Therapeutics$1,1100.00%300CommonSOLE
202685108CommScope Holding$1,1060.00%61CommonSOLE
415864107NVRIEnviri Corporation$1,0570.00%59CommonSOLE
57667L107MTCHMatch Group$1,0330.00%32CommonSOLE
81141R100SESea Ltd$1,0210.00%8CommonSOLE
919794107VLYValley Natl Bancorp$1,0160.00%87CommonSOLE
464286400EWZiShares Brazil ETF$9850.00%31CommonSOLE
H17182108CRSPCRISPR Therapeutics AG$9440.00%18CommonSOLE
22052L104CTVACorteva Inc$9380.00%14CommonSOLE
10950A106BTSGBrightSpring Health Services I$9360.00%25CommonSOLE
34965K107FTREFortrea Holdings$9310.00%54CommonSOLE
M25133105CGNTCognyte Software$9310.00%99CommonSOLE
02553E106AEOAmerican Eagle$9230.00%35CommonSOLE
25525P107DHCDiversified Healthcare Trust$8730.00%180CommonSOLE
112463104BKDBrookdale Senior Living$8520.00%79CommonSOLE
60649T107MGMistras Group, Inc$8350.00%66CommonSOLE
156431108CENXCentury Alum Co$8230.00%21CommonSOLE
92242T101VVXV2X, Inc$8180.00%15CommonSOLE
901109108TPCTutor Perini Cp$8040.00%12CommonSOLE
20464U100COMPCompass, Inc$7930.00%75CommonSOLE
G6891L105PANLPangaea Logistics Solutions, L$7770.00%113CommonSOLE
27627N105EBCEastern Bankshares, Inc$7740.00%42CommonSOLE
683712103OPENOpendoor Technologies Inc$7700.00%132CommonSOLE
250565108DBIDesigner brnads Inc$7500.00%101CommonSOLE
736508847PORPortland Genl Elec$7200.00%15CommonSOLE
852234103XYZSquare Inc A$7160.00%11CommonSOLE
550241103LUMNLumen Tech Inc$7150.00%92CommonSOLE
05990K106BANCBanc of California$7140.00%37CommonSOLE
808541106MATVMativ Holdings Inc$6930.00%57CommonSOLE
98980L101ZNGAZoom Video$6900.00%8CommonSOLE
235825205DANDana Holding Corp$6890.00%29CommonSOLE
277461406KODKEastman Kodak Company$6770.00%80CommonSOLE
05356F105AVAHAveanna Healthcare Holdings In$6700.00%82CommonSOLE
384313607EAFGrafTech International Ltd$6670.00%43CommonSOLE
302491303FMCFMC Corp$6520.00%47CommonSOLE
62855J104MYGNMyriad Genetics Inc$6460.00%105CommonSOLE
90184D100TWSTTwist Bioscience$6340.00%20CommonSOLE
37247D106GNWGenworth Financial$6320.00%70CommonSOLE
82489W107SHLSShoals Technologies Group Inc$6290.00%74CommonSOLE
38268T103GPROGoPro Inc$6160.00%437CommonSOLE
63001N106NATLNCR Atleos Corp$6100.00%16CommonSOLE
76118Y104REZIResideo Technologies Inc$5970.00%17CommonSOLE
67018T105NUSNu Skin Enterprises Inc$5960.00%62CommonSOLE
H8817H100RIGTransocean Ltd$5950.00%144CommonSOLE
21676P103CPSCooper Std Hldgs Inc$5910.00%18CommonSOLE
389375106GTNGray Television Inc$5900.00%122CommonSOLE
44919P508IACIEURIAC/Interactive Corp$5860.00%15CommonSOLE
G36738105FDPFresh Del Monte$5700.00%16CommonSOLE
M25722105CGENCompugen$5480.00%358CommonSOLE
88554D205DDD3D Systems$5310.00%300CommonSOLE
G8726T105TKTeekay Corporation$5240.00%58CommonSOLE
90364P105PATHUiPath Inc$4590.00%28CommonSOLE
91332U101UUnity Software$4420.00%10CommonSOLE
69553P100PDPagerDuty Inc$4200.00%32CommonSOLE
07373V105BEAMBeam Therapeutics$4160.00%15CommonSOLE
157085101CERSCerus Corp$3960.00%192CommonSOLE
M85548101SSYSStratasys Ltd$3470.00%40CommonSOLE
53946R106LDILoandepot Inc$3250.00%157CommonSOLE
57667T100MTLSMaterialise$2940.00%53CommonSOLE
88025U109TXG10X Genomics$1960.00%12CommonSOLE
69404D108PACBPacific Biosciences$1800.00%96CommonSOLE
45826J105NTLAIntellia Therapeutic$1080.00%12CommonSOLE
87918A105TDOCTeladoc Inc$1050.00%15CommonSOLE
00183L102ANGI1EURAngi Inc$910.00%7CommonSOLE
90089L108TSPHTuSimple Holdings$140.00%66CommonSOLE
931cvr013Walgreens Boots Alliance Right$0286CommonSOLE

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.