MondegarAI
C M BIDWELL & ASSOCIATES LTD

Q1 2026 · 13F-HR

C M BIDWELL & ASSOCIATES LTDholdings as filed

Filed 2026-05-15 · accession 0001091860-26-000005

$214.1M
Reported value
483
Positions
2026-03-31
Period end
View analyzed profile →PRO

The Brief · C M BIDWELL & ASSOCIATES LTD · Q1 2026

AI · grounded in 13F

C M BIDWELL & ASSOCIATES LTD reduced its position in Cencora Inc COR by 52.1% and trimmed its holding in Amazon.com Inc AMZN by 35.1%. The fund closed positions in Boston Scientific BSX, reducing exposure by $428,598, and Gilead Sciences GILD, reducing exposure by $389,699. On the buy side, the fund increased its stake in Schwab ST Treas ETF SCHO by 22.5% and Schwab US Agg ETF SCHZ by 16.6%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOVanguard S&P 500 ETF$25.4M11.9%42,529CommonSOLE
921937827BSVVanguard ST Bond ETF$13.7M6.39%174,383CommonSOLE
808524862SCHOSchwab ST Treas ETF$8.9M4.15%365,774CommonSOLE
922020805VTIPVanguard ST TIPS ETF$8.8M4.09%175,370CommonSOLE
922908769VTIVanguard Ttl Mkt ETF$8.3M3.90%26,016CommonSOLE
464287655IWMiShares Russell 2000 ETF$8.1M3.78%32,610CommonSOLE
464288612GVIiShares Int Gov/Cr Bd ETF$7.5M3.50%70,185CommonSOLE
464287200IVViShares S&P 500 ETF$6.7M3.15%10,331CommonSOLE
921943858VEAVanguard Dev Mkts ETF$4.9M2.30%76,944CommonSOLE
46432F859ISTBiShares Core 1-5 Year USD Bond$4.9M2.28%100,643CommonSOLE
464288240ACWXiShares MSCI ACWI ex US ETF$4.9M2.28%71,192CommonSOLE
921937835BNDVanguard Total Bond Market ETF$4.3M2.01%58,453CommonSOLE
808524870SCHPSchwab US TIPS ETF$4.0M1.86%149,348CommonSOLE
25434V708DFACDFA US Core Eq 2 ETF$3.7M1.73%95,597CommonSOLE
921937819BIVVanguard Int Bd ETF$3.3M1.56%43,204CommonSOLE
808524102SCHBSchwab US Mkt ETF$3.2M1.49%126,874CommonSOLE
808524201SCHXSchwab US Lg Cap ETF$3.1M1.45%121,504CommonSOLE
808524839SCHZSchwab US Agg ETF$3.1M1.45%133,906CommonSOLE
922907746VTEBVanguard Tax Exempt Bond ETF$3.1M1.45%62,306CommonSOLE
25434V880DFAXDFA World ex US Core Eq 2 ETF$3.1M1.45%91,435CommonSOLE
808524607SCHASchwab US Sm Cap ETF$2.8M1.31%96,396CommonSOLE
78464A854SPYMSPDR S&P 500 ETF$2.5M1.17%32,838CommonSOLE
67066G104NVDANVidia Corp$2.4M1.11%13,605CommonSOLE
808524805SCHFSchwab Intl Equity ETF$2.1M0.97%84,305CommonSOLE
037833100AAPLApple Inc$2.0M0.95%8,006CommonSOLE
02079K305GOOGLAlphabet Inc$1.9M0.89%6,656CommonSOLE
594918104MSFTMicrosoft Corp$1.7M0.78%4,539CommonSOLE
921946406VYMVngrd Hgh Div Yld ETF$1.5M0.71%10,312CommonSOLE
922908751VBVanguard Sm Cap ETF$1.5M0.71%5,772CommonSOLE
922042858VWOVanguard EM ETF$1.4M0.67%26,738CommonSOLE
922908611VBRVngrd Sm Cap Val ETF$1.4M0.65%6,430CommonSOLE
921908844VIGVanguard Div Ap ETF$1.4M0.64%6,333CommonSOLE
46432F842IEFAiShares Core EAFE ETF$1.3M0.60%14,308CommonSOLE
46435G326IDEViShares Core MSCI Int'l Dev Mk$1.2M0.57%14,680CommonSOLE
92537N108VRTVertiv Hldgs Co$1.2M0.55%4,692CommonSOLE
808524706SCHESchwab EM Equity ETF$1.1M0.51%33,162CommonSOLE
922042742VTVanguard Total World Stock ETF$1.1M0.51%7,854CommonSOLE
808524797SCHDSchwab US Div Eq ETF$1.1M0.51%35,295CommonSOLE
464288158SUBiShares ST Muni ETF$1.1M0.51%10,164CommonSOLE
464288414MUBiShares Muni Bond ETF$1.0M0.49%9,796CommonSOLE
464287226AGGiShares US Agg Bd ETF$937,1090.44%9,440CommonSOLE
922908744VTVVanguard Lg Cap Val ETF$896,9000.42%4,571CommonSOLE
92206C664VTWOVanguard Rus 2000 ETF$873,3820.41%8,719CommonSOLE
25434V781DISVDFA Intl SCap Val ETF$872,1760.41%22,114CommonSOLE
25434V815DFSVDFA US Small Val ETF$857,9430.40%24,485CommonSOLE
78462F103SPYSPDR S&P 500 ETF Trust$824,6230.39%1,268CommonSOLE
443201108HWMHowmet Aerospace$811,2190.38%3,520CommonSOLE
25434V104DFAUDFA US Core Eq ETF$802,9100.37%17,795CommonSOLE
46138E206PWZInvesco CA Muni Bond ETF$789,2140.37%33,063CommonSOLE
25434V799DFICDFA Intl Core Eq 2$752,2410.35%21,172CommonSOLE
92206C102VGSHVanguard ST Gvt Bd ETF$747,2630.35%12,765CommonSOLE
023135106AMZNAmazon.com Inc$742,8990.35%3,567CommonSOLE
30303M102METAMeta Platforms Inc$680,8350.32%1,190CommonSOLE
92206C409VCSHVanguard Short Term Corp Bond$672,0460.31%8,478CommonSOLE
512807306LRCXLam Research Corp$626,6650.29%2,933CommonSOLE
464287150ITOTiShares Core S&P Ttl Stk ETF$615,0130.29%4,318CommonSOLE
922908512VOEVngrd Mid Cap Val ETF$600,5690.28%3,259CommonSOLE
00971T101AKAMAkamai Technologies$592,9710.28%5,163CommonSOLE
958102105WDCWestern Digital Corp$577,7670.27%2,136CommonSOLE
25434V666DFLVDFA US Large Val ETF$553,1890.26%15,491CommonSOLE
17275R102CSCOCisco Systems Inc$511,8610.24%6,597CommonSOLE
922908637VVVanguard Lrg Cap ETF$511,0330.24%1,710CommonSOLE
25434V203DFAIDFA Intl Core Equity$502,4670.23%12,897CommonSOLE
46625H100JPMJP Morgan Chase$494,1890.23%1,680CommonSOLE
064058100BKBank of NY Mellon$465,7410.22%3,926CommonSOLE
922042775VEUVanguard FTSE All World ex-US$461,4890.22%6,145CommonSOLE
46641Q654JMSTJPMorgan Ultra Short Muni$451,9380.21%8,865CommonSOLE
921910873MGCVanguard MegaCap ETF$412,1940.19%1,744CommonSOLE
11135F101AVGOBroadcom Inc$405,1490.19%1,309CommonSOLE
12541W209CHRWC H Robinson Worldwide$398,7340.19%2,401CommonSOLE
921946794VYMIVngrd Intl Hgh Div ETF$396,1400.18%4,204CommonSOLE
876030107TPRTapestry Inc$390,7340.18%2,769CommonSOLE
219350105GLWCorning Inc$377,9970.18%2,780CommonSOLE
032095101APHAmphenol Corp$374,5010.17%2,964CommonSOLE
199908104FIXComfort Systems Inc$370,9480.17%269CommonSOLE
040413205ANETArista Networks Inc$366,0070.17%2,981CommonSOLE
05722G100BKRBaker Hughes Co$362,3320.17%5,935CommonSOLE
56585A102MPCMarathon Petroleum$358,4560.17%1,468CommonSOLE
921909768VXUSVanguard Total Intl ETF$353,0870.16%4,579CommonSOLE
418056107HASHasbro Inc$339,3940.16%3,626CommonSOLE
651639106NEMNewmont Corp$335,9000.16%3,103CommonSOLE
03831W108APPApplovin Corp$325,1660.15%817CommonSOLE
46434G103IEMGiShares Core EM ETF$324,6860.15%4,655CommonSOLE
717081103PFEPfizer Inc$320,7020.15%11,421CommonSOLE
559222401MGAMagna Intl$314,4890.15%5,635CommonSOLE
25434V302DFAEDFA Emerging Mkts$312,2570.15%9,222CommonSOLE
701094104PHParker Hannifin Corp$310,6480.15%347CommonSOLE
89417E109TRVTravelers Companies$305,9720.14%1,049CommonSOLE
49456B101KMIKinder Morgan$304,2850.14%9,075CommonSOLE
64110L106NFLXNetflix Inc$299,9880.14%3,120CommonSOLE
12504L109CBRECBRE Group Inc$295,0320.14%2,178CommonSOLE
761152107RMDResmed Inc$290,2530.14%1,293CommonSOLE
025072505TAXFAm Cntry Div Muni ETF$289,6390.14%5,787CommonSOLE
90138F102TWLOTwilio Inc A$285,1080.13%2,266CommonSOLE
337932107FEFirstEnergy Corp$283,3410.13%5,593CommonSOLE
459200101IBMIntl Bus Machines$282,8690.13%1,167CommonSOLE
04621X108AIZAssurant Inc$280,7570.13%1,289CommonSOLE
617446448MSMorgan Stanley$280,5920.13%1,705CommonSOLE
92206C706VGITVanguard Int Treas ETF$279,8850.13%4,700CommonSOLE
75734B100RDDTReddit Inc$275,2250.13%2,044CommonSOLE
N00985106AERAerCap Holdings NV$275,0460.13%2,005CommonSOLE
35137L105FOXAFox Corp A$271,0340.13%4,641CommonSOLE
78463X475SPGMSPDR MSCI Global Stock Market$269,4020.13%3,558CommonSOLE
19761L607MUSTColumbia Muni ETF$269,2350.13%13,127CommonSOLE
517834107LVSLas Vegas Sands$259,3240.12%4,813CommonSOLE
718172109PMPhillip Morris Intl Inc$258,4260.12%1,563CommonSOLE
25434V872DFCFDFA Core Fixed Inc ETF$258,2600.12%6,117CommonSOLE
125269100CFCF Inds Hldgs Inc$257,8620.12%1,986CommonSOLE
V7780T103RCLRoyal Carribean Cruises$257,0180.12%934CommonSOLE
09290D101BLKBlackRock Inc$254,8530.12%265CommonSOLE
580135101MCDMcDonald's Corp$252,9830.12%814CommonSOLE
14149Y108CAHCardinal Health$252,9380.12%1,197CommonSOLE
147528103CASYCasey's General Stores$251,8400.12%346CommonSOLE
931142103WMTWalmart Inc$247,6900.12%1,993CommonSOLE
98978V103ZTSZoetis Inc$247,6500.12%2,095CommonSOLE
256677105DGDollar General Corp$247,4330.12%2,084CommonSOLE
00206R102TAT&T Inc$246,2700.12%8,495CommonSOLE
03073E105CORCencora Inc$244,0870.11%777CommonSOLE
45784P101PODDInsulet Corp$241,7360.11%1,152CommonSOLE
084670702BRK/BBerkshire Hathaway B$241,5170.11%504CommonSOLE
532457108LLYEli Lilly & Co$240,9800.11%262CommonSOLE
56501R106MFCManulife Financial$234,6050.11%6,812CommonSOLE
30161N101EXCExelon Corp$233,3840.11%4,761CommonSOLE
60770K107MRNAModerna Inc$231,6480.11%4,560CommonSOLE
92338C103VLTOVeralto Corp$229,8040.11%2,599CommonSOLE
21037T109CEGConstellation Energy$228,7060.11%819CommonSOLE
25434V732DFEMDFA EM Core Eq 2 ETF$224,5060.10%6,498CommonSOLE
874054109TTWOTake-Two Interactive$221,7920.10%1,123CommonSOLE
518439104ELEstee Lauder Companies$221,4820.10%3,086CommonSOLE
78355W106Guggenheim S&P 500 Equal Weigh$220,7080.10%1,150CommonSOLE
46641Q647JMUBJPMorgan Muni ETF$216,9570.10%4,340CommonSOLE
15135u109Cenovus Energy$214,5480.10%8,087CommonSOLE
693475105PNCPNC Financial Services$213,9170.10%1,028CommonSOLE
46434V456IQLTiShares Intl Qlty ETF$210,8090.10%4,560CommonSOLE
45337C102INCYIncyte Genomics$207,1580.10%2,201CommonSOLE
872540109TJXTJX Companies$201,7010.09%1,263CommonSOLE
10806X102BBIOBridgeBio Pharma Inc$201,5420.09%2,714CommonSOLE
25434V617DFAWDFA World Equity ETF$199,1320.09%2,699CommonSOLE
665859104NTRSNorthern Trust Corp$198,7480.09%1,424CommonSOLE
46137V597PRFZInvesco FTSE RAFI US 1500 Smal$198,6170.09%4,330CommonSOLE
882508104TXNTexas Instruments Inc$194,3340.09%1,001CommonSOLE
942749102WTSWatts Water Tech$190,1400.09%655CommonSOLE
19247G107COHRCoherent Corp$185,0890.09%777CommonSOLE
172908105CTASCintas Corporation$184,5320.09%1,091CommonSOLE
922908629VOVanguard Mid Cap ETF$183,0910.09%638CommonSOLE
751212101RLRalph Lauren Corp$180,9390.08%526CommonSOLE
464287622IWBiShares Russell 1000 ETF$176,8540.08%496CommonSOLE
260003108DOVDover Corp$175,0980.08%840CommonSOLE
679295105OKTAOkta Inc$171,0370.08%2,173CommonSOLE
67103H107ORLYO'Reilly Automotive$166,6200.08%1,805CommonSOLE
595112103MUMicron Technology Inc$164,5280.08%487CommonSOLE
22788C105CRWDCrowdstrike Hldgs$158,8970.07%407CommonSOLE
278865100ECLEcolab Inc$157,2180.07%591CommonSOLE
922908736VUGVanguard Growth ETF$153,3130.07%351CommonSOLE
464286533EEMViShares Min Vol EM ETF$152,5690.07%2,357CommonSOLE
24703L202DELLDell$152,4770.07%929CommonSOLE
525327102LDOSLeidos Holdings Inc$151,9430.07%977CommonSOLE
756109104ORealty Income Corp$150,8090.07%2,465CommonSOLE
65290E101NXTNextracker Inc$150,8080.07%1,251CommonSOLE
902973304USBUS Bancorp$150,2570.07%2,889CommonSOLE
02079K107GOOGAlphabet Inc$149,7410.07%522CommonSOLE
25434V807DFIVDFA Intl Value ETF$140,2360.07%2,657CommonSOLE
464287176TIPiShares TIPS Bond ETF$140,0720.07%1,269CommonSOLE
032654105ADIAnalog Devices Inc$139,0270.06%437CommonSOLE
464287507IJHiShares Core S&P Mid-Cap ETF$133,7180.06%1,980CommonSOLE
25434V609DFATDFA US Trgt Val ETF$132,0820.06%2,115CommonSOLE
46138E735PDNInvesco FTSE RAFI Dev Mkts ex-$129,0260.06%2,975CommonSOLE
216648501COOCooper Companies Inc$125,5540.06%1,756CommonSOLE
25434V500DFASDFA US Small Cap ETF$122,3440.06%1,720CommonSOLE
26441C204DUKDuke Energy Corporation$121,2500.06%926CommonSOLE
31188V100FSLYFastly Inc$115,8040.05%3,985CommonSOLE
74743L100QQnity Electronics$114,9180.05%996CommonSOLE
808524300SCHGSchwab US LCap Grw ETF$113,8110.05%3,907CommonSOLE
013872106AAAlcoa Corp$113,6900.05%1,714CommonSOLE
69888T207PARRPar Pacific Holdings$110,6850.05%1,767CommonSOLE
83418M103SEISolaris Energy Infras Inc$105,7870.05%1,872CommonSOLE
808524854SCHRSchwab Int Treasury ETF$98,1560.05%3,940CommonSOLE
03969K108ARQTArcutis Biotherapeutics$94,8530.04%4,026CommonSOLE
808517692SWSBXSchwab Short-Term Bond$94,6060.04%9,834CommonSOLE
152006102CGAUCenterra Gold$92,9350.04%5,224CommonSOLE
921946810VIGIVanguard Intl Div ETF$91,6450.04%1,036CommonSOLE
26614N102DDDuPont de Nemours Inc$91,3710.04%1,995CommonSOLE
Y2573F102FLEXFlex Ltd$90,6620.04%1,385CommonSOLE
71742Q106PAHCPhibro Animal Health$90,6530.04%1,639CommonSOLE
018581108BFHBread Financial$80,2820.04%1,072CommonSOLE
464286392URTHiShares MSCI World ETF$79,0460.04%439CommonSOLE
81369Y506XLEEnergy Sctr SPDR ETF$78,3170.04%1,278CommonSOLE
911163103UNFIUnited Natural Foods$75,1150.04%1,667CommonSOLE
314211103FHIFederated Hermes Inc$74,4040.03%1,312CommonSOLE
58506Q109MEDPMedpace Holdings Inc$72,5090.03%151CommonSOLE
197236102COLBColumbia Banking System$72,1410.03%2,630CommonSOLE
131193104CALYCallaway Golf Co$71,8010.03%5,173CommonSOLE
92204A801VAWVanguard Materials ETF$70,5310.03%313CommonSOLE
00182C103ANIPANI Pharma$70,4400.03%916CommonSOLE
46817M107JXNJackson Financial$70,0920.03%663CommonSOLE
G01767105ALKSAlkermes plc$70,0480.03%1,981CommonSOLE
71880K101PHINPhinia Inc$69,3980.03%1,014CommonSOLE
35905A109FTDRFrontDoor Inc$68,2950.03%1,292CommonSOLE
989701107ZIONZions Bancorp$67,6460.03%1,174CommonSOLE
237266101DARDarling Ingredients$67,4160.03%1,090CommonSOLE
366505105GTXGarrett Motion$67,2470.03%3,701CommonSOLE
302520101FNBFNB Corp$64,4560.03%3,855CommonSOLE
489170100KMTKennametal$63,0830.03%1,746CommonSOLE
98983L108ZWSZurn Elkay Water$63,0450.03%1,406CommonSOLE
015857105AQNAlgonquin Power Utilities$62,5480.03%10,187CommonSOLE
30161Q104EXELExelixis Inc$62,2760.03%1,452CommonSOLE
25434V716DFSUDFA US Sus Core$61,6350.03%1,500CommonSOLE
922908652VXFVanguard Extended Market ETF$61,1230.03%297CommonSOLE
29415F104NVSTEnvista Hldgs$61,0150.03%2,405CommonSOLE
478160104JNJJohnson & Johnson$59,8880.03%245CommonSOLE
29084Q100EMEEMCOR Group$59,8030.03%81CommonSOLE
25434V740DFEVDFA EM Value ETF$58,8220.03%1,644CommonSOLE
248019101DLXDeluxe Corp$58,2470.03%2,115CommonSOLE
464288679SHViShares Short Treasury Bond ET$58,0650.03%526CommonSOLE
63633D104NHINatl Health Inv Inc$57,4910.03%711CommonSOLE
465741106ITRIItron Inc$57,2740.03%639CommonSOLE
25434V690DFSIDFA Intl Sus Core$55,1200.03%1,300CommonSOLE
29261A100EHCEncompass Health$54,7490.03%566CommonSOLE
25434V773DFISDFA Intl Sm Cap ETF$53,8720.03%1,600CommonSOLE
46434G863ESGEiShares ESG EM ETF$53,7910.03%1,183CommonSOLE
64828T201RITMRithm Capital Corp$53,3910.02%5,632CommonSOLE
46429B747STIPiShares Brc 0 - 5 Yr Tip$53,2660.02%515CommonSOLE
534187109LNCLincoln National Corp$53,1790.02%1,498CommonSOLE
921935870VTESVanguard Short Term Muni$51,8850.02%513CommonSOLE
679580100ODFLOld Dominion Freight$51,5860.02%264CommonSOLE
464287309IVWiShares S&P 500 Growth$51,1260.02%452CommonSOLE
689648103OTTROtter Tail Power$49,2390.02%561CommonSOLE
46138E727PXHInvesco FTSE EM ETF$49,0840.02%1,824CommonSOLE
577933104MMSMaximus Inc$46,2160.02%721CommonSOLE
222795502CUZCousins Properties Inc$45,9980.02%2,038CommonSOLE
97717W604DESWisdomTree US Small Cap Div ET$45,9310.02%1,278CommonSOLE
60786M105MCMoelis & Co A$45,7710.02%803CommonSOLE
69608A108PLTRPalantir Technologies$44,3230.02%303CommonSOLE
464287804IJRiShares Core Sm Cap ETF$36,1740.02%291CommonSOLE
500255104KSSKohls Corp$35,9910.02%2,790CommonSOLE
144285103CRSCarpenter Technology$35,8680.02%91CommonSOLE
31428X106FDXFedEx Corp$35,6180.02%100CommonSOLE
464288273SCZiShares MSCI Small Cap Idx ETF$35,3630.02%451CommonSOLE
338307101FIVNFive9 Inc$34,9970.02%2,307CommonSOLE
609207105MDLZMondelez Intl Inc$34,9870.02%607CommonSOLE
25434V682DFSEDFA Emg Mkts Sus Core$33,8960.02%800CommonSOLE
879360105TDYTeledyne Technologies$32,0660.01%53CommonSOLE
042735100ARWArrow Electronics$30,5460.01%213CommonSOLE
808524672SCHYSchwab Intl Div ETF$30,3940.01%960CommonSOLE
22160K105COSTCostco Wholesale Corp$29,8930.01%30CommonSOLE
697435105PANWPalo Alto Networks$29,1780.01%182CommonSOLE
217204106CPRTCopart Inc$28,9500.01%872CommonSOLE
922908538VOTVanguard Mid-Cap Growth ETF$27,2790.01%106CommonSOLE
464287598IWDiShares Russell 1000 Value ETF$26,4950.01%124CommonSOLE
46137V613PRFPowershares RAFI US 1000 ETF$25,9040.01%545CommonSOLE
74164M108PRIPrimerica Inc$25,7990.01%103CommonSOLE
18915M107NETCloudflare Inc$24,9670.01%121CommonSOLE
33733E302FDNFirst Trust Internet$23,4030.01%100CommonSOLE
858119100STLDSteel Dynamics$23,0400.01%128CommonSOLE
46435G532SDGiShares MSCI Global Impact$22,3310.01%266CommonSOLE
666807102NOCNorthrop Gruman$21,8320.01%32CommonSOLE
464287168DVYiShares Select Dividend$21,1970.01%140CommonSOLE
758750103RRXRBC Bearings Inc$21,1820.01%39CommonSOLE
464287291IXNiShares Global Tech ETF$20,9940.01%210CommonSOLE
826919102SLABSilicon Laboratories Inc$20,6070.01%99CommonSOLE
007903107AMDAdvance Micro Devices$20,3430.01%100CommonSOLE
770700102HOODRobinhood Markets$18,8500.01%272CommonSOLE
55336V100MPLXMPLX LP$18,6050.01%326CommonSOLE
437076102HDHome Depot Inc$18,4180.01%56CommonSOLE
34959E109FTNTFortinet Inc$18,3870.01%225CommonSOLE
464287465EFAiShares MSCI EAFE ETF$17,6780.01%182CommonSOLE
46090E103QQQInvesco QQQ$17,3150.01%30CommonSOLE
46429B689EFAViShares EAFE Min Vol ETF$16,1720.01%177CommonSOLE
33733E203FBTFirst Trust Biotech$15,0610.01%75CommonSOLE
808517718SWAGXSchwab US Agg Bond$14,4850.01%1,620CommonSOLE
35473P884FLQMFranklin US Mid Cap Multifacto$14,2820.01%260CommonSOLE
670346105NUENucor Corp$13,6970.01%81CommonSOLE
62944T105NVRNVR Inc$13,1800.01%2CommonSOLE
315616102FFIVF5 Networks Inc$13,0200.01%45CommonSOLE
464287606IJKiShares S&P Mid Cap 400 Grwth$12,4770.01%124CommonSOLE
464287887IJTiShares S&P Sm Cap 600 Grwth$12,4450.01%86CommonSOLE
03938L203MTArcelorMittal$12,3710.01%238CommonSOLE
384109104GGGGraco Inc$12,1900.01%144CommonSOLE
92826C839VVisa Inc$12,0900.01%40CommonSOLE
201723103CMCCommercial Metals Co$11,1190.01%181CommonSOLE
204166102CVLTCommvault Systems Inc$10,9050.01%140CommonSOLE
82509L107SHOPShopify Inc$9,4900.00%80CommonSOLE
922042718VSSVanguard FTSE All World ex-US$9,4760.00%65CommonSOLE
87305R109TTMITTM Technologies$9,4500.00%97CommonSOLE
464287754IYJiShares US Industrials$9,4430.00%64CommonSOLE
062540109BOHBank of Hawaii$9,4300.00%127CommonSOLE
81369Y886XLUUtilities Sctr SPDR ETF$9,2700.00%202CommonSOLE
393222104GPREGreen Plains Inc$9,1790.00%558CommonSOLE
346375108FORMFormfactor Inc$9,0200.00%93CommonSOLE
573874104MRVLMarvell Technology$8,8150.00%89CommonSOLE
74164F103PRIMPrimoris Svcs$8,5820.00%60CommonSOLE
548661107LOWLowes Companies Inc$8,2700.00%35CommonSOLE
58502B106MDPediatrix Medical Group$8,0640.00%377CommonSOLE
00214Q104ARKKArk Innovation ETF$7,7050.00%114CommonSOLE
031100100AMEAmetek Inc$7,5030.00%35CommonSOLE
861896108SNEXStoneX Group Inc$7,5000.00%93CommonSOLE
343412102FLRFluor Corp$7,4170.00%159CommonSOLE
64110D104NTAPNetApp Inc$7,1670.00%70CommonSOLE
19260Q107COINCoinbase Global$7,1590.00%41CommonSOLE
046433108ATROAstronics Corp Com$6,7400.00%101CommonSOLE
71722W107PHATPhathom Pharma$6,5550.00%590CommonSOLE
464287564ICFiShares REIT$6,3130.00%102CommonSOLE
303075105FDSFactset Research$6,2930.00%29CommonSOLE
285512109EAElectronic Arts Inc$6,1160.00%30CommonSOLE
45867G101IDCCInterDigital Inc$6,0400.00%20CommonSOLE
G1151C101ACNAccenture plc$5,9490.00%30CommonSOLE
426281101JKHYJack Henry & Assoc$5,8470.00%37CommonSOLE
Y62132108NVGSNavigator Holdings$5,8180.00%301CommonSOLE
229050307CYRXCryoport Inc$5,7460.00%694CommonSOLE
06652K103BKUBankUnited$5,6450.00%125CommonSOLE
93627C101HCCWarrior Met Coal$5,5890.00%60CommonSOLE
053611109AVYAvery Dennison Corp$5,5260.00%32CommonSOLE
92343E102VRSNVerisign Inc$5,4640.00%22CommonSOLE
25434V864DFSDDimensional Short Duration$5,4100.00%113CommonSOLE
421906108HCSGHealthcare Services Group Inc$5,2870.00%285CommonSOLE
73278L105POOLPool Corp$5,2610.00%26CommonSOLE
112463104BKDBrookdale Senior Living$5,2390.00%383CommonSOLE
45245E109IMAXIMAX Corp$5,0930.00%134CommonSOLE
G68707101PAGSPagSeguro Digital Ltd$5,0600.00%505CommonSOLE
42328H109HLIOHelios Tech$5,0470.00%78CommonSOLE
M81873107RDWRRadware Ltd$4,9480.00%188CommonSOLE
453836108INDBIndependent Bank Corp$4,8890.00%65CommonSOLE
03762U105ARIApollo Coml Real Estate$4,8470.00%459CommonSOLE
88160R101TSLATesla Inc$4,8330.00%13CommonSOLE
57060D108MKTXMarketAxess Hldgs Inc$4,7840.00%29CommonSOLE
00912X302ALAir Lease Corp$4,7410.00%73CommonSOLE
891092108TTCToro Company$4,6720.00%50CommonSOLE
62955J103NOVNOV Inc$4,6650.00%248CommonSOLE
05379b107Avista Corp$4,6160.00%115CommonSOLE
26142V105DKNGDraftKings Inc$4,5830.00%212CommonSOLE
456237106ILPTIndustrial Logistics Pptys Tr$4,5440.00%800CommonSOLE
811707801SBCFSeacoast Bkg Corp$4,5130.00%149CommonSOLE
782011100RSIRush Street Interactive Inc$4,5020.00%207CommonSOLE
02913V103APEIAmerican Publ Ed$4,4940.00%79CommonSOLE
668074305NWENorthWestern Corp$4,4840.00%68CommonSOLE
92532F100VRTXVertex Pharma Inc$4,4650.00%10CommonSOLE
77543R102ROKURoku Inc$4,3530.00%46CommonSOLE
91324P102UNHUnited Healthcare Corp$4,3290.00%16CommonSOLE
989817101ZUMZZumiez Inc$4,2770.00%193CommonSOLE
422704106HLHecla Mining$4,2290.00%227CommonSOLE
71844V201PECOPhillips Edison$4,2280.00%113CommonSOLE
749607107RLIRLI Corp$4,2210.00%74CommonSOLE
668771108GENGen Digital$4,1990.00%223CommonSOLE
H0036K147ADCTADC Therapeutics SA$4,1960.00%1,119CommonSOLE
29251M106ENTAEnanta Pharma Inc$4,1810.00%331CommonSOLE
90041L105TPBTurning Point Brands$4,1660.00%48CommonSOLE
M22465104CHKPCheck Point Software$4,1430.00%29CommonSOLE
74758T303QLYSQualys Inc$4,1290.00%47CommonSOLE
573284106MLMMartin Marietta$4,1210.00%7CommonSOLE
477839104JBTMJBT Marel Corporation$4,0920.00%32CommonSOLE
771049103RBLXRoblox$4,0160.00%71CommonSOLE
68404L201OPCHOption Care Health$4,0110.00%149CommonSOLE
02553E106AEOAmerican Eagle$3,9580.00%237CommonSOLE
045487105ASBAssociated Banc Cp$3,9570.00%153CommonSOLE
803607100SRPTSarepta Thera$3,8520.00%177CommonSOLE
92337F107VCYTVeracyte Inc$3,8010.00%118CommonSOLE
038336103ATRAptargroup Inc$3,7810.00%30CommonSOLE
G85158106STNEStoneCo Ltd$3,6430.00%258CommonSOLE
15135B101CNCCentene Corp$3,6010.00%110CommonSOLE
92204A108VCRVanguard Cons Disc$3,5900.00%10CommonSOLE
75700L108RRRRed Rock Resorts Inc$3,5220.00%66CommonSOLE
67011P100DNOWNOW Inc$3,5020.00%294CommonSOLE
12468P104AIC3.ai$3,4770.00%413CommonSOLE
91913Y100VLOValero Energy Corp$3,4590.00%14CommonSOLE
009066101ABNBAirbnb Inc$3,4100.00%27CommonSOLE
L8681T102SPOTSpotify Tech$3,3940.00%7CommonSOLE
406216101HALHalliburton Company$3,3530.00%86CommonSOLE
750236101RDNRadian Group Inc$3,3410.00%101CommonSOLE
04963C209ATRCAtriCure$3,3380.00%117CommonSOLE
247361702DALDelta Air Lines Inc$3,2580.00%49CommonSOLE
925550105VIAVViavi Solutions Inc$3,1280.00%94CommonSOLE
30231G102XOMExxon Mobil Corp$3,0540.00%18CommonSOLE
539830109LMTLockheed Martin$3,0220.00%5CommonSOLE
03743Q108APAApache Corp$3,0130.00%71CommonSOLE
78442P106SLMSLM Corporation$2,9760.00%139CommonSOLE
50540R409LSILab Corp of America$2,9350.00%11CommonSOLE
58933Y105MRKMerck & Co Inc$2,8870.00%24CommonSOLE
806857108SLBSchlumberger$2,8260.00%55CommonSOLE
46138E214IDHQInvesco Intl Dev Quality$2,7590.00%78CommonSOLE
166764100CVXChevron Corporation$2,6900.00%13CommonSOLE
039483102ADMArcher Daniels Midland$2,6900.00%37CommonSOLE
084423102WRBBerkeley WR Corp$2,6510.00%40CommonSOLE
20825C104COPConocoPhillips$2,6400.00%20CommonSOLE
363576109AJGArthur J Gallagher & Co$2,5990.00%12CommonSOLE
94106B101WCNWaste Connections Inc$2,5990.00%16CommonSOLE
030420103AWKAmerican Water Works$2,5860.00%19CommonSOLE
N53745100LYBLyondellBasell Ind$2,5780.00%32CommonSOLE
110122108BMYBristol Myers Squibb$2,5470.00%42CommonSOLE
866082100INNSummit Hotel Properties$2,4490.00%554CommonSOLE
29250N105ENBEnbridge Inc$2,4360.00%45CommonSOLE
00287Y109ABBVAbbvie Inc$2,3920.00%11CommonSOLE
92343V104VZVerizon Comm Inc$2,3590.00%47CommonSOLE
754730109RJFRaymond James Financial$2,3170.00%16CommonSOLE
26875P101EOGEOG Resources$2,3130.00%16CommonSOLE
87612E106TGTTarget Corp$2,3030.00%19CommonSOLE
68287N100OSPNOneSpan Inc$2,2960.00%218CommonSOLE
G87110105FTITechnipFMC plc$2,2120.00%32CommonSOLE
191216100KOCoca-Coca Company$2,2050.00%29CommonSOLE
316773100FITBFifth Third Bank$2,1840.00%47CommonSOLE
833034101SNASnap On Inc$2,1790.00%6CommonSOLE
713448108PEPPepsico Inc$2,1740.00%14CommonSOLE
682680103OKEOneok Inc$2,1690.00%24CommonSOLE
345370860FFord Motor Co$2,1270.00%184CommonSOLE
20030N101CMCSAComcast Corp A$2,1250.00%74CommonSOLE
695156109PKGPackaging Corp of America$2,1220.00%10CommonSOLE
031162100AMGNAmgen Incorporated$2,1110.00%6CommonSOLE
427866108HSYHershey Company$2,0790.00%10CommonSOLE
88025T102TENBTenable Hldgs$2,0640.00%122CommonSOLE
7591EP100RFRegions Finl Corp$1,9850.00%76CommonSOLE
911312106UPSUnited Parcel Service$1,9680.00%20CommonSOLE
464286202EWOiShares MSCI Austria Capped ET$1,7370.00%49CommonSOLE
742718109PGProcter & Gamble Co$1,7330.00%12CommonSOLE
G0250X107AMCRAmcor plc$1,6300.00%41CommonSOLE
494368103KMBKimberly Clark$1,5440.00%16CommonSOLE
370334104GISGeneral Mills Inc$1,4890.00%40CommonSOLE
92552V100VSATViasat Inc$1,3740.00%30CommonSOLE
156431108CENXCentury Alum Co$1,2320.00%21CommonSOLE
25525P107DHCDiversified Healthcare Trust$1,1950.00%180CommonSOLE
464286400EWZiShares Brazil ETF$1,1900.00%31CommonSOLE
22052L104CTVACorteva Inc$1,1720.00%14CommonSOLE
415864107NVRIEnviri Corporation$1,1580.00%59CommonSOLE
963320106WHRWhirlpool Corp$1,0780.00%20CommonSOLE
919794107VLYValley Natl Bancorp$1,0680.00%87CommonSOLE
10950A106BTSGBrightSpring Health Services I$1,0650.00%25CommonSOLE
92242T101VVXV2X, Inc$1,0270.00%15CommonSOLE
57667L107MTCHMatch Group$9830.00%32CommonSOLE
896239100TRMBTrimble Navigation Ltd$9780.00%15CommonSOLE
235825205DANDana Holding Corp$9760.00%29CommonSOLE
60649T107MGMistras Group, Inc$9750.00%66CommonSOLE
H8817H100RIGTransocean Ltd$9550.00%144CommonSOLE
90184D100TWSTTwist Bioscience$9500.00%20CommonSOLE
35834F104TET1 Energy Inc.$9440.00%215CommonSOLE
901109108TPCTutor Perini Cp$9260.00%12CommonSOLE
75508B104RYAMRayonier Adv Matls Inc$8630.00%78CommonSOLE
H17182108CRSPCRISPR Therapeutics AG$8560.00%18CommonSOLE
27627N105EBCEastern Bankshares, Inc$8220.00%42CommonSOLE
302491303FMCFMC Corp$8090.00%47CommonSOLE
M25133105CGNTCognyte Software$8020.00%99CommonSOLE
G6891L105PANLPangaea Logistics Solutions, L$8000.00%113CommonSOLE
736508847PORPortland Genl Elec$7920.00%15CommonSOLE
M25722105CGENCompugen$7630.00%358CommonSOLE
277461406KODKEastman Kodak Company$7240.00%80CommonSOLE
81617J301WTTRSelect Water Solutions Inc$7190.00%47CommonSOLE
G8726T105TKTeekay Corporation$7080.00%58CommonSOLE
63001N106NATLNCR Atleos Corp$6970.00%16CommonSOLE
G4095J109GLREGreenlight Capital Re$6920.00%40CommonSOLE
G3398L118PLGOFidelis Insurance Holdings$6690.00%35CommonSOLE
81141R100SESea Ltd$6620.00%8CommonSOLE
852234103XYZSquare Inc A$6620.00%11CommonSOLE
G4740B105ICHRIchor Holdings$6530.00%14CommonSOLE
003881307ACTGAcacia Resh Corp$6490.00%135CommonSOLE
G36738105FDPFresh Del Monte$6440.00%16CommonSOLE
98980L101ZNGAZoom Video$6430.00%8CommonSOLE
550241103LUMNLumen Tech Inc$6390.00%92CommonSOLE
29430C102VSTSVestis Corporation$6290.00%80CommonSOLE
69380Q107PACSPACS Group Inn$6100.00%19CommonSOLE
44919P508IACIEURIAC/Interactive Corp$6000.00%15CommonSOLE
79546E104SBHSally Beauty Hldgs Inc$5820.00%42CommonSOLE
45174J509IHRTIHeart Media Inc$5810.00%199CommonSOLE
250565108DBIDesigner brnads Inc$5750.00%101CommonSOLE
04335A105ARVNArvinas Inc$5620.00%53CommonSOLE
524660107LEGLeggett & Platt$5530.00%56CommonSOLE
921659108VNDAVanda Pharmaceutical$5460.00%79CommonSOLE
71601V105WOOFPetco Health & Wellness Co Inc$5450.00%196CommonSOLE
12621E103CNOCNO Financial Group$5340.00%13CommonSOLE
74365A309PLXProtalix Biotherapeutics Inc$5120.00%236CommonSOLE
750102105RXTRackspace Technology Inc$3580.00%365CommonSOLE
07373V105BEAMBeam Therapeutics$3570.00%15CommonSOLE
157085101CERSCerus Corp$3490.00%192CommonSOLE
M85548101SSYSStratasys Ltd$3120.00%40CommonSOLE
90364P105PATHUiPath Inc$3110.00%28CommonSOLE
57667T100MTLSMaterialise$2620.00%53CommonSOLE
88025U109TXG10X Genomics$2550.00%12CommonSOLE
91332U101UUnity Software$2190.00%10CommonSOLE
69553P100PDPagerDuty Inc$1990.00%32CommonSOLE
45826J105NTLAIntellia Therapeutic$1540.00%12CommonSOLE
69404D108PACBPacific Biosciences$1270.00%96CommonSOLE
87918A105TDOCTeladoc Inc$820.00%15CommonSOLE
925284101Versant Object Tech$740.00%2CommonSOLE
00183L102ANGI1EURAngi Inc$480.00%7CommonSOLE
90089L108TSPHTuSimple Holdings$180.00%66CommonSOLE
931cvr013Walgreens Boots Alliance Right$0286CommonSOLE
m26cnt069Cyberark Soft Corp Act$034CommonSOLE

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.