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EARNEST PARTNERS LLC

Q4 2023 · 13F-HR

EARNEST PARTNERS LLCholdings as filed

Filed 2024-02-14 · accession 0001102578-24-000059

$20.03B
Reported value
288
Positions
2023-12-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
759351604RGAREINSURANCE GRP OF AMERICA I$400.2M2.00%2,473,645CommonSOLE
441593100HLIHOULIHAN LOKEY INC$387.3M1.93%3,230,161CommonSOLE
361448103GATXGATX CORP$357.0M1.78%2,969,754CommonSOLE
428291108HXLHEXCEL CORP NEW$333.2M1.66%4,517,986CommonSOLE
615394202MOG/AMOOG INC$320.2M1.60%2,211,453CommonSOLE
12504L109CBRECBRE GROUP INC$311.2M1.55%3,342,559CommonSOLE
23331A109DHID R HORTON INC$282.4M1.41%1,858,264CommonSOLE
127055101CBTCABOT CORP$272.5M1.36%3,264,026CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$259.8M1.30%2,330,121CommonSOLE
207410101CNMDCONMED CORP$256.9M1.28%2,345,697CommonSOLE
346375108FORMFORMFACTOR INC$252.5M1.26%6,053,436CommonSOLE
012348108AINALBANY INTL CORP$248.9M1.24%2,533,638CommonSOLE
33768G107FCFSFIRSTCASH HOLDINGS INC$246.5M1.23%2,274,181CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$244.9M1.22%1,490,286CommonSOLE
833034101SNASNAP ON INC$244.4M1.22%846,024CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$231.2M1.15%1,953,884CommonSOLE
03957W106AROCARCHROCK INC$210.3M1.05%13,656,564CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$210.2M1.05%889,368CommonSOLE
783549108RRYDER SYS INC$208.2M1.04%1,809,137CommonSOLE
29362U104ENTGENTEGRIS INC$206.9M1.03%1,726,558CommonSOLE
682189105ONON SEMICONDUCTOR CORP$203.3M1.02%2,434,055CommonSOLE
871607107SNPSSYNOPSYS INC$198.6M0.99%385,784CommonSOLE
860630102SFSTIFEL FINL CORP$189.5M0.95%2,740,163CommonSOLE
03662Q105AKXANSYS INC$188.9M0.94%520,623CommonSOLE
254543101DIODDIODES INC$181.4M0.91%2,252,709CommonSOLE
760759100RSGREPUBLIC SVCS INC$178.1M0.89%1,079,874CommonSOLE
277432100EMNEASTMAN CHEM CO$178.0M0.89%1,982,223CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$174.4M0.87%276,549CommonSOLE
10316T104BOXBOX INC$170.1M0.85%6,640,592CommonSOLE
353514102FELEFRANKLIN ELEC INC$168.1M0.84%1,739,525CommonSOLE
810186106SMGSCOTTS MIRACLE-GRO CO$167.9M0.84%2,633,838CommonSOLE
G4705A100ICLRICON PLC$165.4M0.83%584,477CommonSOLE
007973100AEISADVANCED ENERGY INDS$164.5M0.82%1,510,562CommonSOLE
70202L102PSNPARSONS CORP DEL$163.2M0.81%2,602,560CommonSOLE
980745103WWDWOODWARD INC$163.0M0.81%1,197,582CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$162.2M0.81%363,519CommonSOLE
909907107UBSIUNITED BANKSHARES INC WEST V$159.9M0.80%4,258,003CommonSOLE
125269100CFCF INDS HLDGS INC$159.7M0.80%2,008,238CommonSOLE
848574109S9QSPIRIT AEROSYSTEMS HLDGS INC$157.5M0.79%4,956,965CommonSOLE
446413106HIIHUNTINGTON INGALLS INDS INC$156.5M0.78%602,619CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$156.4M0.78%616,528CommonSOLE
042735100ARWARROW ELECTRS INC$156.4M0.78%1,279,240CommonSOLE
22410J106CBRLCRACKER BARREL OLD CTRY STOR$156.4M0.78%2,028,804CommonSOLE
237266101DARDARLING INGREDIENTS INC$155.7M0.78%3,124,188CommonSOLE
831865209AOSSMITH A O CORP$154.0M0.77%1,867,613CommonSOLE
45778Q107NSPINSPERITY INC$144.2M0.72%1,230,286CommonSOLE
85254J102STAGSTAG INDL INC$143.2M0.72%3,647,844CommonSOLE
147448104CWSTCASELLA WASTE SYS INC$143.0M0.71%1,672,753CommonSOLE
947890109WBSWEBSTER FINL CORP$140.3M0.70%2,764,169CommonSOLE
012653101ALBALBEMARLE CORP$139.5M0.70%965,443CommonSOLE
835495102SONSONOCO PRODS CO$136.9M0.68%2,449,817CommonSOLE
22002T108CDPCOPT DEFENSE PROPERTIES$134.0M0.67%5,228,901CommonSOLE
574599106MASMASCO CORP$129.0M0.64%1,926,615CommonSOLE
493267108KEYKEYCORP$128.9M0.64%8,953,220CommonSOLE
090572207BIOBIO RAD LABS INC$127.1M0.63%393,634CommonSOLE
840441109SSBUSDSOUTHSTATE CORPORATION$125.8M0.63%1,489,581CommonSOLE
59001A102MTHMERITAGE HOMES CORP$125.3M0.63%719,202CommonSOLE
698813102PZZAPAPA JOHNS INTL INC$124.3M0.62%1,631,143CommonSOLE
78473E103SPXCSPX TECHNOLOGIES INC$122.6M0.61%1,213,401CommonSOLE
436440101HO1HOLOGIC INC$122.5M0.61%1,714,944CommonSOLE
45826H109ITGRINTEGER HLDGS CORP$119.1M0.59%1,202,473CommonSOLE
537008104LFUSLITTELFUSE INC$118.9M0.59%444,410CommonSOLE
29275Y102ENSENERSYS$118.6M0.59%1,174,334CommonSOLE
76131D103QSRRESTAURANT BRANDS INTL INC$118.3M0.59%1,514,744CommonSOLE
000361105AIRAAR CORP$118.1M0.59%1,892,947CommonSOLE
099724106BWABORGWARNER INC$117.4M0.59%3,274,930CommonSOLE
29446M102EQNREQUINOR ASA$117.0M0.58%3,699,373CommonSOLE
101121101BXPBOSTON PROPERTIES INC$113.2M0.57%1,613,664CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$110.1M0.55%720,330CommonSOLE
858912108SRCLEURSTERICYCLE INC$108.5M0.54%2,188,995CommonSOLE
626717102MURMURPHY OIL CORP$108.4M0.54%2,541,503CommonSOLE
92939U106WECWEC ENERGY GROUP INC$108.2M0.54%1,285,495CommonSOLE
G7496G103RNRRENAISSANCERE HLDGS LTD$106.8M0.53%544,691CommonSOLE
90984P303UCBUNITED CMNTY BKS BLAIRSVLE G$106.3M0.53%3,632,779CommonSOLE
887389104TKRTIMKEN CO$106.3M0.53%1,325,915CommonSOLE
34354P105FLSFLOWSERVE CORP$106.1M0.53%2,575,074CommonSOLE
172755100CRUSCIRRUS LOGIC INC$104.7M0.52%1,258,120CommonSOLE
136375102CNICANADIAN NATL RY CO$104.2M0.52%826,641CommonSOLE
743315103PGRPROGRESSIVE CORP$103.2M0.52%647,699CommonSOLE
423452101HPHELMERICH & PAYNE INC$103.0M0.51%2,842,947CommonSOLE
767204100RIORIO TINTO PLC$102.5M0.51%1,376,627CommonSOLE
675232102OIIOCEANEERING INTL INC$102.5M0.51%4,814,532CommonSOLE
42234Q102HTLFEURHEARTLAND FINL USA INC$99.3M0.50%2,640,203CommonSOLE
320817109FRMEFIRST MERCHANTS CORP$99.2M0.50%2,674,803CommonSOLE
163072101CAKECHEESECAKE FACTORY INC$98.6M0.49%2,815,127CommonSOLE
707569109PENNPENN ENTERTAINMENT INC$98.5M0.49%3,787,108CommonSOLE
Y2573F102FLEXFLEX LTD$97.8M0.49%4,412,337CommonSOLE
898402102TRMKTRUSTMARK CORP$95.1M0.47%3,410,883CommonSOLE
45104G104IBNICICI BANK LIMITED$93.1M0.46%3,905,979CommonSOLE
78573M104SABRSABRE CORP$89.3M0.45%20,288,478CommonSOLE
896288107TNETTRINET GROUP INC$89.1M0.45%749,556CommonSOLE
293712105EFSCENTERPRISE FINL SVCS CORP$86.6M0.43%1,940,420CommonSOLE
81211K100SDASEALED AIR CORP NEW$85.1M0.42%2,329,532CommonSOLE
729132100PLXSPLEXUS CORP$84.8M0.42%784,671CommonSOLE
55024U109LITELUMENTUM HLDGS INC$83.6M0.42%1,594,689CommonSOLE
N72482123QIAGEN NV$82.9M0.41%1,851,346CommonSOLE
62955J103NOVNOV INC$82.6M0.41%4,075,388CommonSOLE
G3223R108EGEVEREST GROUP LTD$82.6M0.41%233,601CommonSOLE
66987V109NVSNOVARTIS AG$82.2M0.41%814,016CommonSOLE
056752108BIDUBAIDU INC$81.5M0.41%684,418CommonSOLE
70509V100PEBPEBBLEBROOK HOTEL TR$80.7M0.40%5,051,117CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$80.2M0.40%624,557CommonSOLE
031652100AMKRAMKOR TECHNOLOGY INC$80.1M0.40%2,407,566CommonSOLE
05968L102CIBEURBANCOLOMBIA S A$77.3M0.39%2,513,418CommonSOLE
40415F101HDBHDFC BANK LTD$76.9M0.38%1,145,153CommonSOLE
15135B101CNCCENTENE CORP DEL$76.7M0.38%1,033,371CommonSOLE
143658300CCL1EURCARNIVAL CORP$75.3M0.38%4,060,357CommonSOLE
126501105CTSCTS CORP$75.2M0.38%1,720,359CommonSOLE
62855J104MYGNMYRIAD GENETICS INC$74.9M0.37%3,913,913CommonSOLE
00912X302ALAIR LEASE CORP$74.2M0.37%1,770,255CommonSOLE
059460303BBDBANCO BRADESCO S A$73.5M0.37%20,985,955CommonSOLE
929042109VNOVORNADO RLTY TR$73.3M0.37%2,594,484CommonSOLE
29404K106ENVUSDENVESTNET INC$72.9M0.36%1,473,103CommonSOLE
053807103AVTAVNET INC$71.2M0.36%1,412,971CommonSOLE
G4388N106HELEHELEN OF TROY LTD$70.7M0.35%584,920CommonSOLE
231021106CMICUMMINS INC$68.1M0.34%284,257CommonSOLE
21867A105CLBCORE LABORATORIES INC$65.8M0.33%3,727,668CommonSOLE
126408103CSXCSX CORP$65.3M0.33%1,884,679CommonSOLE
871829107SYYSYSCO CORP$61.9M0.31%846,339CommonSOLE
038222105AMATAPPLIED MATLS INC$61.3M0.31%378,292CommonSOLE
872540109TJXTJX COS INC NEW$60.9M0.30%648,870CommonSOLE
559222401MGAMAGNA INTL INC$60.4M0.30%1,019,587CommonSOLE
50540R409LSILABORATORY CORP AMER HLDGS$59.8M0.30%263,043CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$59.5M0.30%289,189CommonSOLE
801056102SANMSANMINA CORPORATION$58.8M0.29%1,145,003CommonSOLE
37940X102GPNGLOBAL PMTS INC$58.4M0.29%459,514CommonSOLE
00508Y102AYIACUITY BRANDS INC$57.6M0.29%281,189CommonSOLE
733174700BPOPPOPULAR INC$57.4M0.29%699,113CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$57.3M0.29%452,343CommonSOLE
277276101EGPEASTGROUP PPTYS INC$56.7M0.28%308,671CommonSOLE
833635105SQMSOCIEDAD QUIMICA Y MINERA DE$56.2M0.28%932,557CommonSOLE
72346Q104PINNACLE FINL PARTNERS INC$55.5M0.28%635,769CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$55.4M0.28%348,029CommonSOLE
070830104BBWIBATH & BODY WORKS INC$54.8M0.27%1,270,042CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$54.3M0.27%482,854CommonNONE
35086T109FCPTFOUR CORNERS PPTY TR INC$53.2M0.27%2,102,749CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP CO$52.4M0.26%758,155CommonSOLE
148806102CTLTEURCATALENT INC$50.1M0.25%1,115,763CommonNONE
049560105ATOATMOS ENERGY CORP$50.0M0.25%431,238CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$49.9M0.25%3,125,358CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$49.5M0.25%356,049CommonSOLE
253798102DGIIDIGI INTL INC$48.3M0.24%1,859,599CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$47.5M0.24%306,468CommonSOLE
978097103WWWWOLVERINE WORLD WIDE INC$47.1M0.23%5,293,193CommonSOLE
440327104HMNHORACE MANN EDUCATORS CORP N$46.8M0.23%1,430,745CommonSOLE
260003108DOVDOVER CORP$46.5M0.23%302,089CommonSOLE
501889208LKQLKQ CORP$45.7M0.23%956,136CommonSOLE
950810101WSBCWESBANCO INC$45.3M0.23%1,443,395CommonSOLE
58502B106MDPEDIATRIX MEDICAL GROUP INC$44.8M0.22%4,818,090CommonSOLE
369550108GDGENERAL DYNAMICS CORP$44.6M0.22%171,883CommonSOLE
90384S303ULTAULTA BEAUTY INC$44.4M0.22%90,647CommonSOLE
03073E105CORCENCORA INC$44.0M0.22%214,458CommonSOLE
80689H102SNDRSCHNEIDER NATIONAL INC$43.2M0.22%1,696,586CommonSOLE
303075105FDSFACTSET RESH SYS INC$42.6M0.21%89,367CommonSOLE
03064D108COLDAMERICOLD REALTY TRUST INC$40.5M0.20%1,337,666CommonSOLE
00215W100ASXASE TECHNOLOGY HLDG CO LTD$37.6M0.19%4,000,944CommonSOLE
G8060N102STSENSATA TECHNOLOGIES HLDG PL$35.9M0.18%955,142CommonSOLE
127097103CTRACOTERRA ENERGY INC$35.6M0.18%1,395,089CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$35.2M0.18%338,205CommonSOLE
591520200MEIMETHODE ELECTRS INC$34.7M0.17%1,524,467CommonSOLE
695156109PKGPACKAGING CORP AMER$32.8M0.16%201,399CommonSOLE
24906P109XRAYDENTSPLY SIRONA INC$32.3M0.16%906,470CommonSOLE
461202103INTUINTUIT$31.2M0.16%49,919CommonNONE
444859102HUMHUMANA INC$30.6M0.15%66,944CommonSOLE
910340108UFCSUNITED FIRE GROUP INC$25.9M0.13%1,288,566CommonSOLE
15872M104APY1EURCHAMPIONX CORPORATION$25.6M0.13%876,652CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$25.5M0.13%197,282CommonSOLE
466367109JACKJACK IN THE BOX INC$24.3M0.12%297,118CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$23.2M0.12%44,062CommonNONE
653656108NICENICE LTD$21.0M0.10%105,222CommonSOLE
806857108SLBSCHLUMBERGER LTD$20.9M0.10%402,344CommonNONE
617446448MSMORGAN STANLEY$20.6M0.10%220,498CommonNONE
682680103OKEONEOK INC NEW$19.7M0.10%280,378CommonSOLE
23291C103BOOMDMC GLOBAL INC$19.5M0.10%1,038,717CommonSOLE
907818108UNPUNION PAC CORP$19.4M0.10%79,176CommonNONE
655844108NSCNORFOLK SOUTHN CORP$19.2M0.10%81,228CommonNONE
30257X104FBKFB FINL CORP$19.1M0.10%478,687CommonSOLE
49428J109KEKIMBALL ELECTRONICS INC$18.2M0.09%674,027CommonSOLE
87874R100EFTTECHTARGET INC$16.8M0.08%483,354CommonSOLE
24869P104DENNDENNYS CORP$15.9M0.08%1,462,922CommonSOLE
929328102WSFSWSFS FINL CORP$15.4M0.08%334,246CommonSOLE
052769106ADSKAUTODESK INC$15.3M0.08%63,021CommonNONE
46625H100JPMJPMORGAN CHASE & CO$14.9M0.07%87,357CommonNONE
036752103ELVELEVANCE HEALTH INC$14.7M0.07%31,245CommonNONE
G98239109XPXP INC$14.7M0.07%564,683CommonSOLE
42809H107HESHESS CORP$14.7M0.07%101,979CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$14.4M0.07%37,434CommonNONE
244199105DEDEERE & CO$12.9M0.06%32,366CommonNONE
297178105ESSESSEX PPTY TR INC$12.9M0.06%51,907CommonSOLE
691497309OXMOXFORD INDS INC$12.6M0.06%126,434CommonSOLE
254687106DISDISNEY WALT CO$12.5M0.06%138,315CommonNONE
464287630IWNISHARES TR$11.6M0.06%74,904CommonSOLE
30041R108EVEREVERQUOTE INC$11.2M0.06%918,028CommonSOLE
858155203GJBSTEELCASE INC$11.2M0.06%826,408CommonSOLE
464287655IWMISHARES TR$10.6M0.05%53,023CommonSOLE
89679E300TFINTRIUMPH FINANCIAL INC$10.6M0.05%132,108CommonSOLE
465562106ITUBITAU UNIBANCO HLDG S A$10.3M0.05%1,475,579CommonSOLE
404609109HCKTHACKETT GROUP INC$9.8M0.05%431,971CommonSOLE
925550105VIAVVIAVI SOLUTIONS INC$9.5M0.05%943,815CommonSOLE
55303J106MGPIMGP INGREDIENTS INC NEW$9.4M0.05%95,452CommonSOLE
922908652VXFVANGUARD INDEX FDS$8.8M0.04%53,403CommonSOLE
464287499IWRISHARES TR$8.8M0.04%112,794CommonSOLE
665859104NTRSNORTHERN TR CORP$7.2M0.04%85,011CommonSOLE
279158109ECECOPETROL S A$6.0M0.03%504,959CommonNONE
G5698W116LXFRLUXFER HLDGS PLC$5.5M0.03%620,380CommonSOLE
78468R556XOPSPDR SER TR$5.5M0.03%40,094CommonNONE
464287473IWSISHARES TR$5.4M0.03%46,434CommonSOLE
088606108BHPBHP GROUP LTD$5.1M0.03%74,670CommonSOLE
20786W107CNOBCONNECTONE BANCORP INC$4.9M0.02%215,109CommonSOLE
980228308WDSWOODSIDE ENERGY GROUP LTD$4.0M0.02%191,539CommonSOLE
948596101WBWEIBO CORP$4.0M0.02%365,361CommonSOLE
464287234EEMISHARES TR$3.9M0.02%97,464CommonSOLE
759530108RELXRELX PLC$3.0M0.02%76,036CommonSOLE
438128308HMCHONDA MOTOR LTD$2.8M0.01%89,495CommonSOLE
58450V104MAXMEDIAALPHA INC$2.7M0.01%244,640CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$2.7M0.01%12,486CommonSOLE
02319V103ABEVAMBEV SA$2.5M0.01%876,646CommonSOLE
83175M205SNNSMITH & NEPHEW PLC$2.4M0.01%88,894CommonSOLE
N07059210ASMLASML HOLDING N V$2.4M0.01%3,196CommonSOLE
458140100INTCINTEL CORP$2.4M0.01%47,519CommonSOLE
780259305SHELSHELL PLC$2.4M0.01%36,239CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$2.3M0.01%9,855CommonSOLE
835699307SONYSONY GROUP CORP$2.3M0.01%23,997CommonSOLE
693506107PPGPPG INDS INC$2.1M0.01%13,720CommonSOLE
904767704UNILEVER PLC$2.0M0.01%41,272CommonSOLE
294821608ERICTELEFONAKTIEBOLAGET LM ERICS$1.9M0.01%298,655CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.9M0.01%18,725CommonSOLE
45857P806IHGINTERCONTINENTAL HOTELS GROU$1.9M0.01%20,397CommonSOLE
92189H607OIHVANECK ETF TRUST$1.8M0.01%5,956CommonNONE
464286772EWYISHARES INC$1.8M0.01%27,822CommonSOLE
456788108INFYINFOSYS LTD$1.8M0.01%99,117CommonSOLE
404280406HSBCHSBC HLDGS PLC$1.8M0.01%44,560CommonSOLE
775109200RCIROGERS COMMUNICATIONS INC$1.6M0.01%34,805CommonSOLE
219350105GLWCORNING INC$1.6M0.01%53,211CommonSOLE
075887109BDXBECTON DICKINSON & CO$1.6M0.01%6,527CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$1.6M0.01%16,010CommonSOLE
06738E204BCSBARCLAYS PLC$1.4M0.01%175,026CommonSOLE
037833100AAPLAPPLE INC$1.4M0.01%7,143CommonNONE
594918104MSFTMICROSOFT CORP$1.3M0.01%3,482CommonNONE
060505104BACBANK AMERICA CORP$1.3M0.01%38,590CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$1.3M0.01%8,607CommonNONE
783859101STBAS & T BANCORP INC$1.2M0.01%35,855CommonSOLE
M3760D101ESLTELBIT SYS LTD$1.1M0.01%5,042CommonSOLE
922908769VTIVANGUARD INDEX FDS$970,4670.00%4,091CommonSOLE
842587107SOSOUTHERN CO$963,8700.00%13,746CommonSOLE
464287465EFAISHARES TR$955,9650.00%12,687CommonNONE
500472303PHGKONINKLIJKE PHILIPS N V$942,5790.00%40,402CommonSOLE
74435K204PUKPRUDENTIAL PLC$851,1690.00%37,914CommonSOLE
75513E101RTXRTX CORPORATION$658,7320.00%7,829CommonSOLE
023135106AMZNAMAZON COM INC$598,6440.00%3,940CommonNONE
861012102STMSTMICROELECTRONICS N V$560,3030.00%11,177CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$555,9060.00%3,399CommonSOLE
67066G104NVDANVIDIA CORPORATION$552,6660.00%1,116CommonNONE
494368103KMBKIMBERLY-CLARK CORP$538,0460.00%4,428CommonNONE
097023105BABOEING CO$518,7130.00%1,990CommonNONE
20030N101CMCSACOMCAST CORP NEW$506,5990.00%11,553CommonSOLE
001055102AFLAFLAC INC$491,8650.00%5,962CommonSOLE
803054204SAPSAP SE$475,9830.00%3,079CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$447,5680.00%2,125CommonNONE
H1467J104CBCHUBB LIMITED$446,1240.00%1,974CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$424,2190.00%1,847CommonSOLE
456837103INGING GROEP N.V.$411,1730.00%27,375CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$398,6840.00%6,677CommonSOLE
30303M102METAMETA PLATFORMS INC$397,4970.00%1,123CommonNONE
651718504NPKINEWPARK RES INC$393,4800.00%59,259CommonSOLE
02079K305GOOGLALPHABET INC$388,3380.00%2,780CommonNONE
896818101TG7TRIUMPH GROUP INC NEW$366,0200.00%22,076CommonSOLE
02079K107GOOGALPHABET INC$352,3250.00%2,500CommonNONE
256746108DLTRDOLLAR TREE INC$348,5910.00%2,454CommonSOLE
630402105NSSCNAPCO SEC TECHNOLOGIES INC$328,8000.00%9,600CommonNONE
87612E106TGTTARGET CORP$315,8880.00%2,218CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$306,3710.00%859CommonNONE
92206C664VTWOVANGUARD SCOTTSDALE FDS$301,3680.00%3,716CommonSOLE
902673102UFPTUFP TECHNOLOGIES INC$292,4680.00%1,700CommonNONE
88160R101TSLATESLA INC$275,0670.00%1,107CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$251,4470.00%1,320CommonSOLE
25243Q205DEODIAGEO PLC$232,9100.00%1,599CommonSOLE
532457108LLYELI LILLY & CO$232,0020.00%398CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$229,6890.00%1,965CommonSOLE
922908611VBRVANGUARD INDEX FDS$228,3820.00%1,269CommonSOLE
539439109LYGLLOYDS BANKING GROUP PLC$214,3830.00%89,700CommonSOLE
501044101KRKROGER CO$209,3520.00%4,580CommonSOLE
26875P101EOGEOG RES INC$207,9130.00%1,719CommonSOLE
11135F101AVGOBROADCOM INC$207,6230.00%186CommonNONE
464287804IJRISHARES TR$205,6750.00%1,900CommonSOLE
92826C839VVISA INC$203,8540.00%783CommonNONE
98986M103ZYXIQZYNEX INC$129,3080.00%11,874CommonNONE
00191G103ARC DOCUMENT SOLUTIONS INC$38,3430.00%11,690CommonNONE

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.