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EARNEST PARTNERS LLC

Q2 2023 · 13F-HR

EARNEST PARTNERS LLCholdings as filed

Filed 2023-08-07 · accession 0001102578-23-000088

$17.89B
Reported value
1,175
Positions
2023-06-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 1175

CUSIPTickerIssuerValue% port.SharesClassVoting
361448103GATXGATX CORP$353.7M1.98%2,747,088CommonSOLE
428291108HXLHEXCEL CORP$326.6M1.83%4,296,639CommonSOLE
759351604RGAREINSURANCE GROU$320.2M1.79%2,309,031CommonSOLE
441593100HLIHOULIHAN LOKEY I$303.6M1.70%3,088,671CommonSOLE
207410101CNMDCONMED CORP$301.8M1.69%2,221,016CommonSOLE
615394202MOG/AMOOG INC-CLASS A$243.9M1.36%2,249,263CommonSOLE
12504L109CBRECBRE GROUP INC$238.5M1.33%2,954,720CommonSOLE
237194105DRIDARDEN RESTAURANT$224.3M1.25%1,342,505CommonSOLE
346375108FORMFORMFACTOR INC$218.1M1.22%6,372,188CommonSOLE
754730109RJFRAYMOND JAMES$214.4M1.20%2,066,361CommonSOLE
012348108AINALBANY INTERNATIONAL CORP. CL A$213.6M1.19%2,290,402CommonSOLE
833034101SNASNAP-ON INC$211.1M1.18%732,430CommonSOLE
23331A109DHIDR HORTON INC$207.4M1.16%1,704,423CommonSOLE
127055101CBTCABOT CORP$207.4M1.16%3,100,669CommonSOLE
237266101DARDARLING INGREDIE$207.0M1.16%3,244,955CommonSOLE
33768G107FCFSFIRSTCASH HOLDIN$203.8M1.14%2,183,975CommonSOLE
147448104CWSTCASELLA WASTE$200.6M1.12%2,218,153CommonSOLE
29362U104ENTGENTEGRIS INC$193.1M1.08%1,742,200CommonSOLE
254543101DIODDIODES INC$193.0M1.08%2,087,043CommonSOLE
353514102FELEFRANKLIN ELEC CO$191.6M1.07%1,861,692CommonSOLE
682189105ONON SEMICONDUCTOR$186.6M1.04%1,973,391CommonSOLE
012653101ALBALBEMARLE CORP$183.9M1.03%824,178CommonSOLE
871607107SNPSSYNOPSYS INC$179.8M1.00%412,900CommonSOLE
10316T104BOXBOX INC- CLASS A$178.1M1.00%6,062,256CommonSOLE
22410J106CBRLCRACKER BARREL$175.7M0.98%1,885,427CommonSOLE
007973100AEISADV ENERGY INDS$174.0M0.97%1,560,859CommonSOLE
860630102SFSTIFEL FINANCIAL$166.7M0.93%2,794,077CommonSOLE
810186106SMGSCOTTS MIRACLE$163.1M0.91%2,602,431CommonSOLE
159864107CRLCHARLES RIVER LA$160.7M0.90%764,194CommonSOLE
042735100ARWARROW ELECTRONIC$156.0M0.87%1,089,119CommonSOLE
00971T101AKAMAKAMAI TECHNOLOG$153.7M0.86%1,710,207CommonSOLE
G4705A100ICLRICON PLC$149.6M0.84%597,947CommonSOLE
03662Q105AKXANSYS INC$147.8M0.83%447,563CommonSOLE
760759100RSGREPUBLIC SVCS$142.4M0.80%929,597CommonSOLE
537008104LFUSLITTELFUSE INC$138.5M0.77%475,357CommonSOLE
59001A102MTHMERITAGE HOMES C$138.5M0.77%973,312CommonSOLE
783549108RRYDER SYSTEM INC$137.9M0.77%1,626,535CommonSOLE
29275Y102ENSENERSYS$136.5M0.76%1,257,622CommonSOLE
85254J102STAGSTAG INDUSTRIAL INC.$135.8M0.76%3,784,620CommonSOLE
70202L102PSNPARSONS CORP$134.9M0.75%2,802,539CommonSOLE
277432100EMNEASTMAN CHEMICAL$126.2M0.71%1,507,740CommonSOLE
887389104TKRTIMKEN CO$126.0M0.70%1,376,425CommonSOLE
03957W106AROCARCHROCK INC$125.3M0.70%12,225,049CommonSOLE
848574109S9QSPIRIT AEROSYS-A$122.4M0.68%4,191,810CommonSOLE
76131D103QSRRESTAURANT BRAND$121.1M0.68%1,561,995CommonSOLE
835495102SONSONOCO PRODUCTS$120.6M0.67%2,043,467CommonSOLE
099724106BWABORGWARNER INC$119.5M0.67%2,777,716CommonSOLE
980745103WWDWOODWARD INC$118.9M0.66%999,768CommonSOLE
609839105MPWRMONOLITHIC POWER$118.8M0.66%219,844CommonSOLE
879360105TDYTELEDYNE TECH$118.7M0.66%288,673CommonSOLE
Y2573F102FLEXFLEX LTD$118.5M0.66%4,286,912CommonSOLE
000361105AIRAAR CORP$118.5M0.66%2,050,899CommonSOLE
143658300CCL1EURCARNIVAL CORP$118.3M0.66%6,282,338CommonSOLE
78410G104SBACSBA COMM CORP$117.8M0.66%508,406CommonSOLE
446413106HIIHUNTINGTON INGAL$117.0M0.65%513,870CommonSOLE
22002T108CDPCORP OFFICE PROP$115.1M0.64%4,847,673CommonSOLE
45826H109ITGRINTEGER HOLDINGS$114.2M0.64%1,289,274CommonSOLE
09215C105BLACK KNIGHT$112.1M0.63%1,876,607CommonSOLE
125269100CFCF INDUSTRIES HO$110.8M0.62%1,596,582CommonSOLE
78473E103SPXCSPX TECHNOLOGIES$110.8M0.62%1,303,714CommonSOLE
436440101HO1HOLOGIC INC$110.1M0.62%1,359,336CommonSOLE
29446M102EQNREQUINOR ASA-ADR$109.5M0.61%3,747,753CommonSOLE
574599106MASMASCO CORP$107.0M0.60%1,865,213CommonSOLE
831865209AOSSMITH (A.O.)CORP$106.6M0.60%1,465,189CommonSOLE
090572207BIOBIO-RAD LABS-A$106.1M0.59%279,940CommonSOLE
896288107TNETTRINET GROUP INC$105.8M0.59%1,113,592CommonSOLE
840441109SSBUSDSOUTH STATE CORP$105.0M0.59%1,595,102CommonSOLE
163072101CAKECHEESECAKE FACTO$103.9M0.58%3,003,681CommonSOLE
34354P105FLSFLOWSERVE CORP$103.6M0.58%2,788,110CommonSOLE
423452101HPHELMERICH & PAYN$99.8M0.56%2,815,763CommonSOLE
45778Q107NSPINSPERITY INC$99.7M0.56%838,339CommonSOLE
G7496G103RNRRENAISSANCERE HOLDINGS LTD$99.4M0.56%532,804CommonSOLE
698813102PZZAPAPA JOHN'S INTL$97.3M0.54%1,318,311CommonSOLE
675232102OIIOCEANEERING INTL$96.8M0.54%5,174,384CommonSOLE
056752108BIDUBAIDU INC-SP ADR$96.1M0.54%702,173CommonSOLE
909907107UBSIUNITED BANKSHS$95.5M0.53%3,220,100CommonSOLE
29404K106ENVUSDENVESTNET INC$94.0M0.53%1,584,011CommonSOLE
626717102MURMURPHY OIL CORP$93.6M0.52%2,445,092CommonSOLE
M22465104CHKPCHECK POINT SOFT$92.7M0.52%738,204CommonSOLE
45104G104IBNICICI BANK-ADR$92.7M0.52%4,017,469CommonSOLE
767204100RIORIO TINTO-ADR$90.6M0.51%1,418,428CommonSOLE
743315103PGRPROGRESSIVE CORP$89.2M0.50%673,686CommonSOLE
21867A105CLBCORE LABORATORIE$89.2M0.50%3,835,438CommonSOLE
66987V109NVSNOVARTIS AG-ADR$84.8M0.47%840,008CommonSOLE
858912108SRCLEURSTERICYCLE INC$84.5M0.47%1,820,402CommonSOLE
947890109WBSWEBSTER FINL$83.4M0.47%2,210,046CommonSOLE
729132100PLXSPLEXUS CORP$82.8M0.46%842,694CommonSOLE
172755100CRUSCIRRUS LOGIC INC$82.6M0.46%1,019,695CommonSOLE
40415F101HDBHDFC BANK-ADR$82.5M0.46%1,183,077CommonSOLE
92939U106WECWEC ENERGY GROUP$82.4M0.46%933,345CommonSOLE
70509V100PEBPEBBLEBROOK HOTE$82.2M0.46%5,894,464CommonSOLE
90984P303UCBUNITED COMMUNITY$82.2M0.46%3,287,505CommonSOLE
293712105EFSCENTERPRISE FINAN$81.7M0.46%2,090,488CommonSOLE
G3223R108EGEVEREST RE LTD$81.7M0.46%238,901CommonSOLE
978097103WWWWOLVERINE WORLD$80.8M0.45%5,501,185CommonSOLE
320817109FRMEFIRST MERCHANTS$80.1M0.45%2,836,160CommonSOLE
126501105CTSCTS CORP$79.0M0.44%1,853,696CommonSOLE
007104901CAN NATL RAILWAY$77.8M0.43%642,577CommonSOLE
898402102TRMKTRUSTMARK CORP$77.3M0.43%3,657,968CommonSOLE
031652100AMKRAMKOR TECH INC$76.7M0.43%2,578,310CommonSOLE
42234Q102HTLFEURHEARTLAND FINL$76.5M0.43%2,746,395CommonSOLE
58502B106MDPEDIATRIX MEDICAL$75.5M0.42%5,316,528CommonSOLE
62855J104MYGNMYRIAD GENETICS$75.4M0.42%3,253,778CommonSOLE
059460303BBDBANCO BRADESCO-ADR$74.5M0.42%21,531,806CommonSOLE
81211K100SDASEALED AIR CORP$74.3M0.42%1,857,821CommonSOLE
55024U109LITELUMENTUM HOL$73.0M0.41%1,287,418CommonSOLE
833635105SQMQUIMICA Y-SP ADR$69.4M0.39%955,355CommonSOLE
053807103AVTAVNET INC$69.3M0.39%1,374,344CommonSOLE
45866F104ICEINTERCONTINENTAL$68.8M0.38%608,631CommonSOLE
G4388N106HELEHELEN OF TROY$68.7M0.38%636,079CommonSOLE
78573M104SABRSABRE CORP$68.4M0.38%21,426,802CommonSOLE
231021106CMICUMMINS INC$68.3M0.38%278,697CommonSOLE
00912X302ALAIR LEASE C$67.3M0.38%1,608,331CommonSOLE
493267108KEYKEYCORP$66.4M0.37%7,183,003CommonSOLE
62955J103NOVNATL OILWELL VAR$63.6M0.36%3,965,407CommonSOLE
N72482123QIAGEN NV$63.4M0.35%1,407,434CommonSOLE
253798102DGIIDIGI INTL INC$63.0M0.35%1,599,363CommonSOLE
559222401MGAMAGNA INTL$60.0M0.34%1,060,746CommonSOLE
801056102SANMSANMINA CORP$59.8M0.33%992,720CommonSOLE
707569109PENNPENN NATL GAMING$58.8M0.33%2,446,841CommonSOLE
05968L102CIBEURBANCOLOMBIA-ADR$58.8M0.33%2,202,550CommonSOLE
49338L103KEYSKEYSIGHT TEC$57.1M0.32%340,930CommonSOLE
872540109TJXTJX COS INC$57.0M0.32%672,056CommonSOLE
038222105AMATAPPLIED MATERIAL$57.0M0.32%394,175CommonSOLE
871829107SYYSYSCO CORP$56.5M0.32%761,440CommonSOLE
591520200MEIMETHODE ELEC$56.2M0.31%1,676,404CommonSOLE
874039100TSMTAIWAN SEMIC-ADR$55.5M0.31%550,277CommonSOLE
126408103CSXCSX CORP$54.9M0.31%1,610,966CommonSOLE
101121101BXPBOSTON PROPERTIE$54.8M0.31%951,239CommonSOLE
15135B101CNCCENTENE CORP$54.4M0.30%807,117CommonSOLE
277276101EGPEASTGROUP PROPERTIES$53.0M0.30%305,156CommonSOLE
83088M102SWKSSKYWORKS SOLUTIO$52.8M0.29%476,716CommonNONE
049560105ATOATMOS ENERGY$48.0M0.27%412,476CommonSOLE
44109J106HOSTESS BRANDS$47.4M0.26%1,872,293CommonSOLE
11133T103BRBROADRIDGE FINL$47.3M0.26%285,409CommonSOLE
015271109AREALEXANDRIA REAL$46.9M0.26%413,248CommonSOLE
929042109VNOVORNADO RLTY TST$45.6M0.25%2,514,842CommonSOLE
440327104HMNHORACE MANN EDUC$45.6M0.25%1,535,745CommonSOLE
37940X102GPNGLOBAL PAYMENTS$44.9M0.25%455,670CommonSOLE
71654V408PBRPETROLEO BRASILEIRO S.A.-ADR$44.7M0.25%3,232,371CommonSOLE
00507V109AIYACTIVISION BLIZZ$44.2M0.25%524,715CommonSOLE
501889208LKQLKQ CORP$44.1M0.25%757,179CommonSOLE
00508Y102AYIACUITY BRANDS$43.9M0.25%269,013CommonSOLE
G8060N102STSENSATA TECHNOLO$43.3M0.24%961,898CommonSOLE
03064D108COLDAMERICOLD REALTY$43.1M0.24%1,335,235CommonSOLE
00846U101AAGILENT TECH INC$42.0M0.23%348,879CommonSOLE
148806102CTLTEURCATALENT INC$40.5M0.23%934,009CommonNONE
03073E105CORAMERISOURCEBERGE$40.4M0.23%209,908CommonSOLE
80689H102SNDRSCHNEIDER NATL-B$39.7M0.22%1,380,647CommonSOLE
50540R409LSILABORATORY CP$39.0M0.22%188,203CommonSOLE
733174700BPOPPOPULAR INC$39.0M0.22%644,238CommonSOLE
25278X109FANGDIAMONDBACK ENER$37.0M0.21%282,049CommonSOLE
00215W100ASXASE TECHNOLOGY HOLDING - ADR$37.0M0.21%4,750,914CommonSOLE
303075105FDSFACTSET RESEARCH$35.9M0.20%89,493CommonSOLE
369550108GDGENERAL DYNAMICS$35.6M0.20%165,246CommonSOLE
127097103CTRACABOT OIL & GAS$34.7M0.19%1,370,684CommonSOLE
950810101WSBCWESBANCO INC$34.4M0.19%1,343,882CommonSOLE
260003108DOVDOVER CORP$33.0M0.18%223,571CommonSOLE
910340108UFCSUNITED FIRE GROU$31.4M0.18%1,385,747CommonSOLE
444859102HUMHUMANA INC$30.1M0.17%67,233CommonSOLE
24906P109XRAYDENTSPLY SIRONA$29.7M0.17%742,875CommonSOLE
15872M104APY1EURCHAMPIONX CORP$26.8M0.15%864,310CommonSOLE
72346Q104PINNACLE FINL$26.4M0.15%466,582CommonSOLE
466367109JACKJACK IN THE BOX$26.0M0.15%266,457CommonNONE
695156109PKGPACKAGING CORP$26.0M0.15%196,627CommonSOLE
461202103INTUINTUIT INC$24.1M0.13%52,688CommonNONE
91324P102UNHUNITEDHEALTH GRP$21.2M0.12%44,125CommonNONE
806857108SLBSCHLUMBERGER LTD$20.6M0.12%419,834CommonNONE
V7780T103RCLROYAL CARIBBEAN$20.4M0.11%196,810CommonSOLE
49428J109KEKIMBALL ELECTRON$20.3M0.11%733,603CommonSOLE
653656108NICENICE LTD-SP ADR$20.3M0.11%98,109CommonSOLE
23291C103BOOMDMC GLOBAL INC$20.0M0.11%1,123,696CommonSOLE
617446448MSMORGAN STANLEY$19.4M0.11%227,027CommonNONE
655844108NSCNORFOLK SOUTHERN$19.2M0.11%84,646CommonNONE
71377A103PFGCPERFORMANCE FOOD$17.6M0.10%292,749CommonSOLE
907818108UNPUNION PAC CORP$17.0M0.10%83,135CommonNONE
682680103OKEONEOK INC$16.8M0.09%272,383CommonSOLE
24869P104DENNDENNY'S CORP$16.2M0.09%1,317,193CommonSOLE
036752103ELVELEVANCE HEALTH$14.9M0.08%33,574CommonNONE
30257X104FBKFB FINANCIAL COR$14.7M0.08%523,312CommonSOLE
87874R100EFTTECHTARGET$14.0M0.08%450,087CommonSOLE
G98239109XPXP INC - CLASS A$13.5M0.08%575,250CommonSOLE
052769106ADSKAUTODESK INC$13.5M0.08%65,874CommonNONE
46625H100JPMJPMORGAN CHASE$13.5M0.08%92,590CommonNONE
42809H107HESHESS CORP$13.3M0.07%98,134CommonSOLE
244199105DEDEERE & CO$13.1M0.07%32,389CommonNONE
929328102WSFSWSFS FINANCIAL$13.0M0.07%345,642CommonSOLE
254687106DISWALT DISNEY CO$12.7M0.07%141,929CommonNONE
38141G104GSGOLDMAN SACHS GP$12.6M0.07%39,052CommonNONE
925550105VIAVVIAVI SOLUTIONS$11.1M0.06%983,341CommonSOLE
404609109HCKTHACKETT GROUP$11.0M0.06%490,670CommonSOLE
297178105ESSESSEX PROPERTY$10.1M0.06%42,961CommonSOLE
691497309OXMOXFORD INDS INC$9.0M0.05%91,724CommonSOLE
55303J106MGPIMGP INGREDIENTS$9.0M0.05%84,557CommonSOLE
465562106ITUBITAU UNIBANC-ADR$8.9M0.05%1,506,390CommonSOLE
30041R108EVEREVERQUOTE INC-A$8.7M0.05%1,341,335CommonSOLE
89679E300TFINTRIUMPH FINANCIA$8.3M0.05%137,382CommonSOLE
858155203GJBSTEELCASE INC-A$6.6M0.04%854,713CommonSOLE
665859104NTRSNORTHERN TRUST$6.1M0.03%81,967CommonSOLE
G5698W116LXFRLUXFER HOLDINGS$5.9M0.03%411,492CommonSOLE
279158109ECECOPETROL-SP ADR$5.5M0.03%533,978CommonNONE
464287630IWNISHARES RUSSELL$5.2M0.03%37,047CommonSOLE
78468R556XOPSPDR OIL&GAS EXP$5.2M0.03%40,094CommonNONE
948596101WBWEIBO CORP-SPON ADR$4.9M0.03%373,026CommonSOLE
088606108BHPBHP BILLITON-ADR$4.2M0.02%70,475CommonSOLE
980228308WDSWOODSIDE ENE-ADR$4.2M0.02%179,585CommonSOLE
58450V104MAXMEDIAALPHA INC-A$4.1M0.02%396,150CommonNONE
20786W107CNOBCONNECTONE BANCO$3.7M0.02%223,878CommonSOLE
922908652VXFVANGUARD EX MK E$3.6M0.02%24,235CommonSOLE
464287234EEMISHARES MSCI EME$3.4M0.02%84,871CommonSOLE
02319V103ABEVAMBEV SA-ADR$3.2M0.02%1,004,161CommonSOLE
03027X100AMTAMERICAN TOWER C$3.1M0.02%15,732CommonSOLE
053015103ADPAUTOMATIC DATA$3.0M0.02%13,596CommonSOLE
30231G102XOMEXXON MOBIL CORP$2.9M0.02%27,249CommonSOLE
83175M205SNNSMITH & NEPH-ADR$2.7M0.02%84,814CommonSOLE
693506107PPGPPG INDS INC$2.7M0.02%18,288CommonSOLE
759530108RELXRELX PLC - ADR$2.6M0.01%78,722CommonSOLE
438128308HMCHONDA MOTOR-ADR$2.6M0.01%84,229CommonSOLE
075887109BDXBECTON DICKINSON$2.4M0.01%9,085CommonSOLE
780259305SHELSHELL PLC-ADR$2.2M0.01%36,943CommonSOLE
904767704UNILEVER PLC-ADR$2.2M0.01%42,072CommonSOLE
835699307SONYSONY CORP-ADR$2.2M0.01%24,285CommonSOLE
26441C204DUKDUKE ENERGY CORP$1.9M0.01%21,207CommonSOLE
136375102CNICAN NATL RAILWAY$1.9M0.01%15,365CommonSOLE
45857P806IHGINTERCONTIN-ADR$1.9M0.01%26,359CommonSOLE
404280406HSBCHSBC HOLDING-ADR$1.8M0.01%45,428CommonSOLE
92189H607OIHVANECK OIL SRVS$1.7M0.01%5,956CommonNONE
456788108INFYINFOSYS LTD-SP ADR$1.7M0.01%104,661CommonSOLE
294821608ERICERICSSON LM-ADR$1.6M0.01%301,705CommonSOLE
219350105GLWCORNING INC$1.6M0.01%46,183CommonSOLE
775109200RCIROGERS COMMUNI-B$1.6M0.01%35,218CommonSOLE
464286772EWYISHARES MSCI SOUTH$1.6M0.01%24,861CommonSOLE
060505104BACBANK OF AMERICA$1.5M0.01%52,154CommonSOLE
842587107SOSOUTHERN CO$1.4M0.01%20,221CommonSOLE
06738E204BCSBARCLAYS PLC-ADR$1.4M0.01%178,427CommonSOLE
037833100AAPLAPPLE INC$1.4M0.01%7,143CommonNONE
922908769VTIVANGUARD TL SK E$1.2M0.01%5,614CommonSOLE
458140100INTCINTEL CORP$1.2M0.01%36,000CommonSOLE
594918104MSFTMICROSOFT CORP$1.2M0.01%3,482CommonNONE
464287499IWRISHARES-RUS M/C$1.1M0.01%15,289CommonSOLE
74435K204PUKPRUDENTIAL-ADR$1.1M0.01%38,659CommonSOLE
464287473IWSISHARES RUSSELL$1.1M0.01%9,915CommonSOLE
M3760D101ESLTELBIT SYSTEMS$1.1M0.01%5,042CommonSOLE
500472303PHGKONINKLIJKE P-NY$1.0M0.01%47,690CommonSOLE
007903107AMDADV MICRO DEVICE$985,4350.01%8,651CommonNONE
464287465EFAISHARES-MSCI EAF$919,8080.01%12,687CommonNONE
464287655IWMISHARES RUSSELL$759,7540.00%4,057CommonSOLE
494368103KMBKIMBERLY-CLARK$623,4790.00%4,516CommonNONE
861012102STMSTMICROELECTR-NY$533,5430.00%10,673CommonSOLE
75513E101RTXRAYTHEON TECHNOLOGIES CORP$514,5840.00%5,253CommonSOLE
023135106AMZNAMAZON.COM INC$513,6180.00%3,940CommonNONE
20030N101CMCSACOMCAST CORP-A$490,0410.00%11,794CommonSOLE
67066G104NVDANVIDIA CORP$472,0900.00%1,116CommonNONE
459200101IBMIBM$465,9260.00%3,482CommonSOLE
651718504NPKINEWPARK RESOURCE$440,7840.00%84,280CommonSOLE
803054204SAPSAP AG-SPONS ADR$432,4560.00%3,161CommonSOLE
001055102AFLAFLAC INC$424,5240.00%6,082CommonSOLE
097023105BABOEING CO/THE$420,2080.00%1,990CommonNONE
502431109LHXL3HARRIS TECHNOL$416,0110.00%2,125CommonNONE
N6596X109NXPINXP SEMICONDUCTO$401,3770.00%1,961CommonSOLE
674599105OXYOCCIDENTAL PETE$392,6080.00%6,677CommonSOLE
H1467J104CBCHUBB LTD$387,8160.00%2,014CommonSOLE
456837103INGING GROEP-ADR$371,5160.00%27,581CommonSOLE
256746108DLTRDOLLAR TREE INC$352,1490.00%2,454CommonSOLE
02079K305GOOGLALPHABET INC-A$332,7660.00%2,780CommonNONE
630402105NSSCNAPCO SECURITY$332,6400.00%9,600CommonNONE
902673102UFPTUFP TECHNOLOGIES$329,5450.00%1,700CommonNONE
30303M102METAMETA PLATFORMS-A$322,2790.00%1,123CommonNONE
02079K107GOOGALPHABET INC-C$302,4250.00%2,500CommonNONE
084670702BRK/BBERKSHIRE HATH-B$292,9190.00%859CommonNONE
87612E106TGTTARGET CORP$292,5540.00%2,218CommonNONE
88160R101TSLATESLA MOTORS$289,7790.00%1,107CommonNONE
25243Q205DEODIAGEO PLC-ADR$282,4250.00%1,628CommonSOLE
896818101TG7TRIUMPH GROUP$274,1070.00%22,159CommonSOLE
89417E109TRVTRAVELERS COS IN$243,2980.00%1,401CommonSOLE
501044101KRKROGER CO$215,2600.00%4,580CommonSOLE
019330109ALNTALLIED MOTION TE$209,6850.00%5,250CommonNONE
478160104JNJJOHNSON&JOHNSON$205,5760.00%1,242CommonNONE
26875P101EOGEOG RESOURCES$201,6430.00%1,762CommonSOLE
539439109LYGLLOYDS BANKING G$191,4200.00%87,009CommonSOLE
21037T109CEGCONSTELLATIO-W/I$187,7690.00%2,051CommonSOLE
532457108LLYELI LILLY & CO$186,6540.00%398CommonNONE
92826C839VVISA INC-CLASS A$185,9470.00%783CommonNONE
46429B671MCHIISHARES MSCI CHI$167,9540.00%3,754CommonNONE
57636Q104MAMASTERCARD INC-A$162,4330.00%413CommonNONE
11135F101AVGOBROADCOM INC$161,3420.00%186CommonNONE
000380204ABCAM PLC-ADR$158,5410.00%6,479CommonNONE
87165B103SYFSYNCHRONY FINANC$156,4390.00%4,612CommonSOLE
437076102HDHOME DEPOT INC$151,2820.00%487CommonNONE
742718109PGPROCTER & GAMBLE$148,7050.00%980CommonNONE
05465C100AXAXOS FINANCIAL INC$141,9840.00%3,600CommonNONE
30161N101EXCEXELON CORP$138,3530.00%3,396CommonSOLE
166764100CVXCHEVRON CORP$137,5240.00%874CommonNONE
58933Y105MRKMERCK & CO$136,5060.00%1,183CommonNONE
92189F817VNMMKT VECT-VIETNAM$118,6630.00%8,922CommonNONE
46429B598INDAISHARES MSCI IND$117,0720.00%2,679CommonNONE
87166B102SYNEOS HEALTH IN$116,6010.00%2,767CommonSOLE
00287Y109ABBVABBVIE INC$114,1160.00%847CommonNONE
98986M103ZYXIQZYNEX INC$113,8720.00%11,874CommonNONE
79466L302CRMSALESFORCE.COM$113,2350.00%536CommonNONE
00724F101ADBEADOBE SYS INC$112,4680.00%230CommonNONE
22160K105COSTCOSTCO WHOLESALE$108,2140.00%201CommonNONE
931142103WMTWALMART INC$107,9830.00%687CommonNONE
191216100KOCOCA-COLA CO/THE$107,0110.00%1,777CommonNONE
580135101MCDMCDONALDS CORP$106,8310.00%358CommonNONE
800422107JBSSSANFILIPPO (JOHN$105,5430.00%900CommonNONE
713448108PEPPEPSICO INC$105,3900.00%569CommonNONE
17275R102CSCOCISCO SYSTEMS$105,1360.00%2,032CommonNONE
68389X105ORCLORACLE CORP$100,1550.00%841CommonNONE
717081103PFEPFIZER INC$96,8720.00%2,641CommonNONE
46120E602ISRGINTUITIVE SURGIC$95,0590.00%278CommonNONE
883556102TMOTHERMO FISHER$92,8720.00%178CommonNONE
46434G772EWTISHARES MSCI TAI$92,7230.00%1,972CommonNONE
002824100ABTABBOTT LABS$89,2870.00%819CommonNONE
64110L106NFLXNETFLIX INC$87,6580.00%199CommonNONE
143905107CSVCARRIAGE SERVICE$81,1750.00%2,500CommonNONE
882508104TXNTEXAS INSTRUMENT$76,5090.00%425CommonNONE
548661107LOWLOWE'S COS INC$76,2870.00%338CommonNONE
949746101WMT2WELLS FARGO & CO$75,1590.00%1,761CommonNONE
011532108AGIALAMOS GOLD INC$75,0960.00%6,300CommonNONE
20825C104COPCONOCOPHILLIPS$72,5270.00%700CommonNONE
92343V104VZVERIZON COMMUNIC$72,0370.00%1,937CommonNONE
464288273SCZISHARES MSCI SMA$71,9560.00%1,220CommonNONE
718172109PMPHILIP MORRIS IN$71,3600.00%731CommonNONE
235851102DHRDANAHER CORP$70,5600.00%294CommonNONE
149123101CATCATERPILLAR INC$70,3700.00%286CommonNONE
65339F101NEENEXTERA ENERGY$70,0450.00%944CommonNONE
00847J105AGYSAGILYSYS INC$68,6400.00%1,000CommonNONE
749360400RCMTRCM TECH INC$68,0800.00%3,700CommonNONE
747525103QCOMQUALCOMM INC$66,0670.00%555CommonNONE
G1151C101ACNACCENTURE PLC-A$63,5670.00%206CommonNONE
654106103NKENIKE INC -CL B$62,8010.00%569CommonNONE
438516106HONHONEYWELL INTL$62,6650.00%302CommonNONE
00922R105ATSG*AIR TRANSPORT SE$62,2710.00%3,300CommonNONE
031162100AMGNAMGEN INC$62,1660.00%280CommonNONE
911312106UPSUNITED PARCEL-B$60,5870.00%338CommonNONE
110122108BMYBRISTOL-MYER SQB$60,5610.00%947CommonNONE
218683100CMTCORE MOLDING TEC$59,1500.00%2,600CommonNONE
G5960L103MDTMEDTRONIC PLC$57,8820.00%657CommonNONE
369604301GEGENERAL ELECTRIC$56,9020.00%518CommonNONE
78409V104SPGIS&P GLOBAL INC$56,5250.00%141CommonNONE
00206R102TAT&T INC$55,0430.00%3,451CommonNONE
855244109SBUXSTARBUCKS CORP$53,4920.00%540CommonNONE
539830109LMTLOCKHEED MARTIN$52,0230.00%113CommonNONE
399909100GGALGRUPO GALICI-ADR$51,7200.00%3,007CommonNONE
863667101SYKSTRYKER CORP$51,5600.00%169CommonNONE
09857L108BKNGBOOKING HOLDINGS$51,3060.00%19CommonNONE
81762P102NOWSERVICENOW INC$51,1390.00%91CommonNONE
125523100CICIGNA CORP$51,0690.00%182CommonNONE
025816109AXPAMERICAN EXPRESS$51,0410.00%293CommonNONE
296056104ESCAESCALADE INC$50,8640.00%3,810CommonNONE
09247X101BLKCHFBLACKROCK INC$50,4530.00%73CommonNONE
032654105ADIANALOG DEVICES$47,9230.00%246CommonNONE
567908108HZOMARINEMAX INC$47,8240.00%1,400CommonNONE
09260D107BXBLACKSTONE INC$47,6940.00%513CommonNONE
172967424CCITIGROUP INC$47,5590.00%1,033CommonNONE
609207105MDLZMONDELEZ INTER-A$46,6090.00%639CommonNONE
40609P105HNRGHALLADOR ENERGY CO$46,1490.00%5,385CommonNONE
32076V103AGFIRST MAJESTIC S$45,7650.00%8,100CommonNONE
74340W103PLDPROLOGIS INC$44,5150.00%363CommonNONE
40412C101HCAHCA HEALTHCARE INC$44,3080.00%146CommonNONE
393657101GBXGREENBRIER COS$43,1000.00%1,000CommonNONE
02209S103MOALTRIA GROUP INC$42,5820.00%940CommonNONE
512807108LRCXEURLAM RESEARCH$41,7860.00%65CommonNONE
571748102MRSHMARSH & MCLENNAN$41,3780.00%220CommonNONE
69047Q102OVVOVINTIV INC$41,3460.00%1,086CommonNONE
126650100CVSCVS HEALTH CORP$41,2710.00%597CommonNONE
452308109ITWILLINOIS TOOL WO$40,7760.00%163CommonNONE
68243Q106FLWS1-800-FLOWERS-A$40,5600.00%5,200CommonNONE
98978V103ZTSZOETIS INC$39,9530.00%232CommonNONE
G29183103ETNEATON CORP PLC$39,8180.00%198CommonNONE
970646105WLFCWILLIS LEASE$39,1300.00%1,000CommonNONE
92532F100VRTXVERTEX PHARM$39,0620.00%111CommonNONE
035255108ANIKANIKA THERAPEUTI$38,9700.00%1,500CommonNONE
872590104TMUST-MOBILE US INC$38,7530.00%279CommonNONE
808513105SCHWSCHWAB (CHARLES)$38,6560.00%682CommonNONE
70450Y103PYPLPAYPAL HOLDINGS$38,6370.00%579CommonNONE
666807102NOCNORTHROP GRUMMAN$38,2870.00%84CommonNONE
526107107LIILENNOX INTL INC$38,1500.00%117CommonNONE
697660207PAMPAMPA-SPON ADR$38,1220.00%880CommonNONE
00191G103ARC DOCUMENT SOLUTIONS INC$37,8760.00%11,690CommonNONE
693718108PCARPACCAR INC$37,3920.00%447CommonNONE
74386T105PFSPROVIDENT FINANCIAL SERVICES$36,5040.00%2,234CommonNONE
34959E109FTNTFORTINET INC$35,5270.00%470CommonNONE
677864100ODCOIL DRI CORP$35,3940.00%600CommonNONE
101137107BSXBOSTON SCIENTIFC$35,2130.00%651CommonNONE
375558103GILDGILEAD SCIENCES$35,1440.00%456CommonNONE
066849100BHBBAR HARBOR BNKSH$34,9890.00%1,420CommonNONE
053332102AZOAUTOZONE INC$34,9070.00%14CommonNONE
127387108CDNSCADENCE DESIGN$34,7090.00%148CommonNONE
94106L109WMWASTE MANAGEMENT$34,6840.00%200CommonNONE
75886F107REGNREGENERON PHARM$34,4900.00%48CommonNONE
595112103MUMICRON TECH$34,0790.00%540CommonNONE
31428X106FDXFEDEX CORP$33,7140.00%136CommonNONE
67103H107ORLYO'REILLY AUTOMOT$33,4360.00%35CommonNONE
29250N105ENBENBRIDGE INC$33,1070.00%891CommonNONE
043113208ARTNAARTESIAN RES-A$33,0540.00%700CommonNONE
35671D857FCXFREEPORT-MCMORAN$32,8800.00%822CommonNONE
679580100ODFLOLD DOMINION FRT$32,5380.00%88CommonNONE
482480100KLACKLA CORP$32,4960.00%67CommonNONE
89214P109TOWNTOWNE BANK$32,4900.00%1,398CommonNONE
58155Q103MCKMCKESSON CORP$31,6210.00%74CommonNONE
337738108FISVFISERV INC$31,0330.00%246CommonNONE
90353T100UBERUBER TECHNOLOGIE$30,9100.00%716CommonNONE
670346105NUENUCOR CORP$30,8280.00%188CommonNONE
440407104HBNCHORIZON BNCRP/IN$30,4490.00%2,925CommonNONE
77467X101RMCFROCKY MTN CHOC$30,3080.00%5,665CommonNONE
824348106SHWSHERWIN-WILLIAMS$30,2690.00%114CommonNONE
12572Q105CMECME GROUP INC$30,0170.00%162CommonNONE
169656105CMGCHIPOTLE MEXICAN$29,9460.00%14CommonNONE
46434V423KSAISHARES MSCI SAU$29,9230.00%724CommonNONE
29444U700EQIXEQUINIX INC$29,7900.00%38CommonNONE
125141101CECOCECO ENVIRONMNTL$29,3920.00%2,200CommonNONE
194162103CLCOLGATE-PALMOLIV$29,3520.00%381CommonNONE
825107105SHBISHORE BANCSHARES$29,1890.00%2,525CommonNONE
43300A203HLTHILTON WORLDWIDE$29,1100.00%200CommonNONE
05961W105BMABANCO MACRO -ADR$29,0550.00%1,101CommonNONE
628778102NBTBNBT BANCORP INC$28,8560.00%906CommonNONE
693475105PNCPNC FINANCIAL SE$28,8430.00%229CommonNONE
35086T109FCPTFOUR CORNERS PRO$28,6260.00%1,127CommonNONE
006351308AEUSDADAMS RESOURCES$28,6120.00%814CommonNONE
701094104PHPARKER HANNIFIN$28,4730.00%73CommonNONE
697435105PANWPALO ALTO NETWOR$28,3620.00%111CommonNONE
717098206PFSWEB INC$28,0960.00%6,216CommonNONE
16411R208LNGCHENIERE ENERGY$28,0340.00%184CommonNONE
776696106ROPROPER TECHNOLOGI$27,4060.00%57CommonNONE
687380105ORRFORRSTOWN FINL SV$27,3650.00%1,429CommonNONE
G8994E103TTTRANE TECHNOLOGI$27,3500.00%143CommonNONE
723787107PXDEURPIONEER NATURAL$27,3480.00%132CommonNONE
858568108SCMSTELLUS CAPITAL$27,1690.00%1,931CommonNONE
615369105MCOMOODY'S CORP$27,1220.00%78CommonNONE
247368103DLAPQDELTA APPAREL$26,8710.00%2,564CommonNONE
142339100CSLCARLISLE COS INC$26,6790.00%104CommonNONE
31660B101FIESTA RESTAURAN$26,2020.00%3,300CommonNONE
278865100ECLECOLAB INC$26,1370.00%140CommonNONE
88579Y101MMM3M CO$26,0230.00%260CommonNONE
172908105CTASCINTAS CORP$25,8480.00%52CommonNONE
16119P108CHTRCHARTER COMMUN-A$25,7160.00%70CommonNONE
026874784AIGAMERICAN INTERNA$25,6630.00%446CommonNONE
22822V101CCICROWN CASTLE INT$25,5230.00%224CommonNONE
61174X109MNSTMONSTER BEVERAGE$25,5030.00%444CommonNONE
384802104GWWWW GRAINGER INC$25,2350.00%32CommonNONE
700885106PKBKPARKE BANCORP$25,1620.00%1,481CommonNONE
91307C102UTHRUNITED THERAPEUT$24,9450.00%113CommonNONE
345370860FFORD MOTOR CO$24,8740.00%1,644CommonNONE
G51502105JCIJOHNSON CONTROLS$24,8710.00%365CommonNONE
759509102RSRELIANCE STEEL$24,7150.00%91CommonNONE
373865104GABCGERMAN AMER BNCP$24,4620.00%900CommonNONE
37045V100GMGENERAL MOTORS C$24,2930.00%630CommonNONE
058934100BBARBBVA ARGENT-ADR$24,0730.00%3,927CommonNONE
291011104EMREMERSON ELEC CO$23,8630.00%264CommonNONE
457669307INSMINSMED INC$23,8430.00%1,130CommonNONE
45168D104IDXXIDEXX LABS$23,6050.00%47CommonNONE
14040H105COFCAPITAL ONE FINA$23,4050.00%214CommonNONE
09062X103BIIBBIOGEN INC$23,3580.00%82CommonNONE
04911A107AUBATLANTIC UNION B$23,3550.00%900CommonNONE
74460D109PSAPUBLIC STORAGE$23,3500.00%80CommonNONE
682406103OLPONE LIBERTY PROP$23,2050.00%1,142CommonNONE
620076307MSIMOTOROLA SOLUTIO$23,1690.00%79CommonNONE
69478X105LF2PACIFIC PREMIER$22,7480.00%1,100CommonNONE
25179M103DVNDEVON ENERGY CO$22,6710.00%469CommonNONE
89832Q109TFCTRUIST FINANCIAL$22,6110.00%745CommonNONE
595017104MCHPMICROCHIP TECH$22,5770.00%252CommonNONE
209115104EDCONS EDISON INC$21,7860.00%241CommonNONE
902973304USBUS BANCORP$21,6740.00%656CommonNONE
774515100RCKYROCKY BRANDS INC$21,6510.00%1,031CommonNONE
459506101IFFINTL FLVR & FRAG$21,3300.00%268CommonNONE
33621E109FSFGFIRST SAVINGS FINANCIAL GRP$21,2660.00%1,605CommonNONE
339382103FLXSFLEXSTEEL INDS$21,0210.00%1,100CommonNONE
370334104GISGENERAL MILLS IN$21,0160.00%274CommonNONE
31620M106FISFIDELITY NATIONA$21,0050.00%384CommonNONE
550021109LULULULULEMON ATH$20,8180.00%55CommonNONE
903002103UMHUMH PROPERTIES I$20,7740.00%1,300CommonNONE
573874104MRVLMARVELL TECHNOLO$20,6840.00%346CommonNONE
893641100TDGTRANSDIGM GROUP$20,5660.00%23CommonNONE
828806109SPGSIMON PROPERTY$20,5550.00%178CommonNONE
46266C105IQVIQVIA HOLDINGS INC$20,4540.00%91CommonNONE
98389B100XELXCEL ENERGY INC$20,3300.00%327CommonNONE
95040Q104WELLWELLTOWER INC$20,2230.00%250CommonNONE
718546104PSXPHILLIPS 66$20,1250.00%211CommonNONE
22052L104CTVACORTEVA INC$20,0550.00%350CommonNONE
004816104ACUACME UNITED CORP$19,9520.00%800CommonNONE
030420103AWKAMERICAN WATER W$19,8420.00%139CommonNONE
92840M102VSTVISTRA ENERGY CO$19,7400.00%752CommonNONE
617700109MORNMORNINGSTAR INC$19,6070.00%100CommonNONE
125896100CMSCMS ENERGY CORP$19,5640.00%333CommonNONE
60770K107MRNAMODERNA INC$19,5620.00%161CommonNONE
445658107JBHTHUNT (JB) TRANS$19,5510.00%108CommonNONE
14448C104CARRCARRIER GLOB$19,5360.00%393CommonNONE
256677105DGDOLLAR GENERAL C$19,1850.00%113CommonNONE
03743Q108APAAPA CORP$19,1690.00%561CommonNONE
911363109URIUNITED RENTALS$19,1510.00%43CommonNONE
178867107CIVBCIVISTA BANCSHAR$19,0530.00%1,095CommonNONE
518439104ELESTEE LAUDER$18,8520.00%96CommonNONE
040413106ANETEURARISTA NETWORKS$18,7990.00%116CommonNONE
704326107PAYXPAYCHEX INC$18,7940.00%168CommonNONE
744320102PRUPRUDENTL FINL$18,7910.00%213CommonNONE
833445109SNOWSNOWFLAKE INC-A$18,6540.00%106CommonNONE
315616102FFIVF5 NETWORKS$18,5750.00%127CommonNONE
29364G103ETRENTERGY CORP$18,5000.00%190CommonNONE

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.