MondegarAI
EARNEST PARTNERS LLC

Q4 2024 · 13F-HR

EARNEST PARTNERS LLCholdings as filed

Filed 2025-02-14 · accession 0001102578-25-000002

$22.38B
Reported value
290
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
759351604RGAREINSURANCE GRP OF AMERICA I$542.0M2.42%2,537,231CommonSOLE
441593100HLIHOULIHAN LOKEY INC$515.3M2.30%2,967,559CommonSOLE
12504L109CBRECBRE GROUP INC$485.4M2.17%3,696,955CommonSOLE
361448103GATXGATX CORP$482.5M2.16%3,113,589CommonSOLE
615394202MOG/AMOOG INC$448.3M2.00%2,277,616CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$393.6M1.76%2,533,666CommonSOLE
833034101SNASNAP ON INC$327.2M1.46%963,866CommonSOLE
03957W106AROCARCHROCK INC$325.4M1.45%13,074,904CommonSOLE
860630102SFSTIFEL FINL CORP$312.8M1.40%2,948,476CommonSOLE
428291108HXLHEXCEL CORP NEW$302.0M1.35%4,816,442CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$300.4M1.34%1,609,329CommonSOLE
783549108RRYDER SYS INC$298.9M1.34%1,905,223CommonSOLE
127055101CBTCABOT CORP$297.4M1.33%3,256,969CommonSOLE
346375108FORMFORMFACTOR INC$265.6M1.19%6,037,082CommonSOLE
23331A109DHID R HORTON INC$258.1M1.15%1,845,960CommonSOLE
760759100RSGREPUBLIC SVCS INC$252.5M1.13%1,254,955CommonSOLE
10316T104BOXBOX INC$249.5M1.12%7,896,931CommonSOLE
33768G107FCFSFIRSTCASH HOLDINGS INC$242.3M1.08%2,338,671CommonSOLE
980745103WWDWOODWARD INC$236.0M1.05%1,418,123CommonSOLE
03662Q105AKXANSYS INC$220.8M0.99%654,671CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$211.9M0.95%2,215,735CommonSOLE
012348108AINALBANY INTL CORP$211.2M0.94%2,641,108CommonSOLE
277432100EMNEASTMAN CHEM CO$208.0M0.93%2,277,827CommonSOLE
810186106SMGSCOTTS MIRACLE-GRO CO$206.0M0.92%3,105,279CommonSOLE
090572207BIOBIO RAD LABS INC$203.0M0.91%618,049CommonSOLE
101121101BXPBXP INC$200.3M0.90%2,693,632CommonSOLE
207410101CNMDCONMED CORP$192.3M0.86%2,810,176CommonSOLE
125269100CFCF INDS HLDGS INC$191.9M0.86%2,248,740CommonSOLE
70202L102PSNPARSONS CORP DEL$190.5M0.85%2,064,975CommonSOLE
007973100AEISADVANCED ENERGY INDS$190.0M0.85%1,643,327CommonSOLE
92939U106WECWEC ENERGY GROUP INC$189.6M0.85%2,015,758CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$189.1M0.85%407,474CommonSOLE
29362U104ENTGENTEGRIS INC$186.9M0.84%1,886,727CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$181.3M0.81%982,154CommonSOLE
15135B101CNCCENTENE CORP DEL$180.8M0.81%2,984,500CommonSOLE
N72482149QIAGEN NV$178.2M0.80%4,002,489CommonSOLE
596278101MIDDMIDDLEBY CORP$177.7M0.79%1,311,966CommonSOLE
947890109WBSWEBSTER FINL CORP$174.2M0.78%3,154,160CommonSOLE
147448104CWSTCASELLA WASTE SYS INC$171.0M0.76%1,615,734CommonSOLE
042735100ARWARROW ELECTRS INC$168.1M0.75%1,486,157CommonSOLE
574599106MASMASCO CORP$167.6M0.75%2,309,682CommonSOLE
97650W108WTFCWINTRUST FINL CORP$163.8M0.73%1,313,186CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$163.7M0.73%803,081CommonSOLE
42234Q102HTLFEURHEARTLAND FINL USA INC$159.3M0.71%2,597,882CommonSOLE
909907107UBSIUNITED BANKSHARES INC WEST V$157.7M0.70%4,199,136CommonSOLE
446413106HIIHUNTINGTON INGALLS INDS INC$157.2M0.70%831,965CommonSOLE
45826H109ITGRINTEGER HLDGS CORP$154.2M0.69%1,163,381CommonSOLE
Y2573F102FLEXFLEX LTD$153.3M0.69%3,992,649CommonSOLE
96208T104WEXWEX INC$153.0M0.68%872,734CommonSOLE
743315103PGRPROGRESSIVE CORP$150.7M0.67%628,952CommonSOLE
78473E103SPXCSPX TECHNOLOGIES INC$149.2M0.67%1,025,458CommonSOLE
22002T108CDPCOPT DEFENSE PROPERTIES$148.4M0.66%4,795,639CommonSOLE
34354P105FLSFLOWSERVE CORP$147.7M0.66%2,568,010CommonSOLE
353514102FELEFRANKLIN ELEC INC$146.5M0.65%1,503,413CommonSOLE
871607107SNPSSYNOPSYS INC$145.8M0.65%300,436CommonSOLE
G7496G103RNRRENAISSANCERE HLDGS LTD$144.0M0.64%578,702CommonSOLE
840441109SSBUSDSOUTHSTATE CORPORATION$143.2M0.64%1,439,425CommonSOLE
675232102OIIOCEANEERING INTL INC$141.8M0.63%5,437,672CommonSOLE
831865209AOSSMITH A O CORP$140.4M0.63%2,058,731CommonSOLE
436440101HO1HOLOGIC INC$136.6M0.61%1,895,098CommonSOLE
237266101DARDARLING INGREDIENTS INC$136.3M0.61%4,046,331CommonSOLE
172755100CRUSCIRRUS LOGIC INC$135.8M0.61%1,364,140CommonSOLE
254543101DIODDIODES INC$130.7M0.58%2,119,097CommonSOLE
163072101CAKECHEESECAKE FACTORY INC$129.3M0.58%2,726,383CommonSOLE
85254J102STAGSTAG INDL INC$128.4M0.57%3,795,425CommonSOLE
682189105ONON SEMICONDUCTOR CORP$128.2M0.57%2,033,914CommonSOLE
835495102SONSONOCO PRODS CO$126.7M0.57%2,594,601CommonSOLE
099724106BWABORGWARNER INC$124.9M0.56%3,927,415CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$124.7M0.56%667,864CommonSOLE
00912X302ALAIR LEASE CORP$124.3M0.56%2,577,931CommonSOLE
012653101ALBALBEMARLE CORP$123.3M0.55%1,432,153CommonSOLE
45104G104IBNICICI BANK LIMITED$122.6M0.55%4,104,704CommonSOLE
920253101VMIVALMONT INDS INC$121.9M0.54%397,523CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$120.1M0.54%203,011CommonSOLE
729132100PLXSPLEXUS CORP$118.7M0.53%758,531CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$117.6M0.53%789,419CommonSOLE
898402102TRMKTRUSTMARK CORP$117.1M0.52%3,311,428CommonSOLE
978097103WWWWOLVERINE WORLD WIDE INC$116.1M0.52%5,228,918CommonSOLE
G4705A100ICLRICON PLC$116.0M0.52%553,023CommonSOLE
78573M104SABRSABRE CORP$115.7M0.52%31,709,729CommonSOLE
90984P303UCBUNITED CMNTY BKS BLAIRSVLE G$113.5M0.51%3,513,959CommonSOLE
423452101HPHELMERICH & PAYNE INC$111.7M0.50%3,487,019CommonSOLE
143658300CCL1EURCARNIVAL CORP$110.2M0.49%4,422,743CommonSOLE
929042109VNOVORNADO RLTY TR$108.5M0.48%2,580,190CommonSOLE
698813102PZZAPAPA JOHNS INTL INC$106.4M0.48%2,589,991CommonSOLE
59001A102MTHMERITAGE HOMES CORP$106.3M0.48%691,338CommonSOLE
293712105EFSCENTERPRISE FINL SVCS CORP$106.2M0.47%1,883,355CommonSOLE
231021106CMICUMMINS INC$105.8M0.47%303,636CommonSOLE
320817109FRMEFIRST MERCHANTS CORP$104.1M0.47%2,608,646CommonSOLE
29275Y102ENSENERSYS$103.8M0.46%1,122,843CommonSOLE
45778Q107NSPINSPERITY INC$102.8M0.46%1,326,767CommonSOLE
537008104LFUSLITTELFUSE INC$100.7M0.45%427,456CommonSOLE
000361105AIRAAR CORP$93.6M0.42%1,527,647CommonSOLE
68235P108OGSONE GAS INC$93.1M0.42%1,344,041CommonSOLE
887389104TKRTIMKEN CO$92.4M0.41%1,295,126CommonSOLE
626717102MURMURPHY OIL CORP$89.1M0.40%2,945,553CommonSOLE
126501105CTSCTS CORP$88.1M0.39%1,670,528CommonSOLE
29446M102EQNREQUINOR ASA$87.8M0.39%3,705,738CommonSOLE
37940X102GPNGLOBAL PMTS INC$85.4M0.38%762,318CommonSOLE
35086T109FCPTFOUR CORNERS PPTY TR INC$84.5M0.38%3,114,809CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$84.5M0.38%373,688CommonSOLE
46266C105IQVIQVIA HLDGS INC$83.8M0.37%426,399CommonSOLE
81211K100SDASEALED AIR CORP NEW$82.9M0.37%2,449,258CommonSOLE
G3223R108EGEVEREST GROUP LTD$82.0M0.37%226,101CommonSOLE
896288107TNETTRINET GROUP INC$81.6M0.36%899,468CommonSOLE
801056102SANMSANMINA CORPORATION$81.3M0.36%1,073,818CommonSOLE
05968L102CIBEURBANCOLOMBIA S A$79.1M0.35%2,509,653CommonSOLE
260003108DOVDOVER CORP$78.7M0.35%419,396CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$78.4M0.35%488,043CommonSOLE
767204100RIORIO TINTO PLC$78.1M0.35%1,327,863CommonSOLE
504922105LHLABCORP HOLDINGS INC$77.7M0.35%338,725CommonSOLE
126408103CSXCSX CORP$77.6M0.35%2,405,501CommonSOLE
66987V109NVSNOVARTIS AG$77.5M0.35%795,911CommonSOLE
40415F101HDBHDFC BANK LTD$77.1M0.34%1,207,043CommonSOLE
053807103AVTAVNET INC$76.9M0.34%1,470,034CommonSOLE
72346Q104PINNACLE FINL PARTNERS INC$76.6M0.34%670,025CommonSOLE
778296103ROSTROSS STORES INC$76.5M0.34%505,465CommonSOLE
00508Y102AYIACUITY BRANDS INC$73.1M0.33%250,322CommonSOLE
871829107SYYSYSCO CORP$71.5M0.32%935,365CommonSOLE
872540109TJXTJX COS INC NEW$69.7M0.31%577,320CommonSOLE
03073E105CORCENCORA INC$67.3M0.30%299,511CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$66.9M0.30%498,334CommonSOLE
70509V100PEBPEBBLEBROOK HOTEL TR$66.9M0.30%4,936,306CommonSOLE
733174700BPOPPOPULAR INC$65.9M0.29%700,346CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP CO$64.7M0.29%765,109CommonSOLE
90384S303ULTAULTA BEAUTY INC$63.9M0.29%146,864CommonSOLE
21867A105CLBCORE LABORATORIES INC$63.8M0.29%3,684,720CommonSOLE
695156109PKGPACKAGING CORP AMER$63.3M0.28%280,982CommonSOLE
80689H102SNDRSCHNEIDER NATIONAL INC$62.6M0.28%2,136,514CommonSOLE
049560105ATOATMOS ENERGY CORP$60.7M0.27%435,633CommonSOLE
031652100AMKRAMKOR TECHNOLOGY INC$59.8M0.27%2,328,571CommonSOLE
707569109PENNPENN ENTERTAINMENT INC$59.1M0.26%2,981,837CommonSOLE
253798102DGIIDIGI INTL INC$58.0M0.26%1,919,431CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$57.9M0.26%652,717CommonSOLE
950810101WSBCWESBANCO INC$57.8M0.26%1,777,002CommonSOLE
62955J103NOVNOV INC$56.7M0.25%3,883,015CommonSOLE
277276101EGPEASTGROUP PPTYS INC$55.9M0.25%348,138CommonSOLE
N3144W105XPROEXPRO GROUP HOLDINGS NV$55.6M0.25%4,461,932CommonSOLE
056752108BIDUBAIDU INC$55.4M0.25%656,582CommonSOLE
62855J104MYGNMYRIAD GENETICS INC$54.5M0.24%3,971,598CommonSOLE
03064D108COLDAMERICOLD REALTY TRUST INC$54.0M0.24%2,523,989CommonSOLE
038222105AMATAPPLIED MATLS INC$52.8M0.24%324,843CommonSOLE
440327104HMNHORACE MANN EDUCATORS CORP N$52.5M0.23%1,337,022CommonSOLE
369550108GDGENERAL DYNAMICS CORP$51.7M0.23%196,025CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$49.8M0.22%251,979CommonSOLE
070830104BBWIBATH & BODY WORKS INC$49.6M0.22%1,280,601CommonSOLE
127097103CTRACOTERRA ENERGY INC$49.0M0.22%1,918,202CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$46.8M0.21%479,469CommonSOLE
65290E101NXTNEXTRACKER INC$45.8M0.20%1,254,490CommonSOLE
G4388N106HELEHELEN OF TROY LTD$45.3M0.20%757,339CommonSOLE
22410J106CBRLCRACKER BARREL OLD CTRY STOR$45.0M0.20%851,164CommonSOLE
G8060N102STSENSATA TECHNOLOGIES HLDG PL$42.8M0.19%1,560,271CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$42.7M0.19%260,684CommonSOLE
059460303BBDBANCO BRADESCO S A$40.8M0.18%21,335,906CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$40.5M0.18%3,149,451CommonSOLE
501889208LKQLKQ CORP$39.4M0.18%1,071,349CommonSOLE
833635105SQMSOCIEDAD QUIMICA Y MINERA DE$39.0M0.17%1,071,339CommonSOLE
910340108UFCSUNITED FIRE GROUP INC$35.2M0.16%1,235,762CommonSOLE
00215W100ASXASE TECHNOLOGY HLDG CO LTD$33.2M0.15%3,300,073CommonSOLE
15872M104APY1EURCHAMPIONX CORPORATION$33.2M0.15%1,221,693CommonSOLE
303075105FDSFACTSET RESH SYS INC$31.5M0.14%65,565CommonSHARED
V7780T103RCLROYAL CARIBBEAN GROUP$29.3M0.13%127,169CommonSHARED
682680103OKEONEOK INC NEW$27.9M0.12%278,105CommonSHARED
24906P109XRAYDENTSPLY SIRONA INC$23.9M0.11%1,261,808CommonSOLE
653656108NICENICE LTD$22.4M0.10%132,107CommonSOLE
922908652VXFVANGUARD INDEX FDS$21.2M0.09%111,759CommonSHARED
30257X104FBKFB FINL CORP$20.8M0.09%404,141CommonSOLE
464287655IWMISHARES TR$19.3M0.09%87,167CommonSHARED
493267108KEYKEYCORP$17.9M0.08%1,042,189CommonSHARED
464287473IWSISHARES TR$16.9M0.08%130,406CommonSHARED
929328102WSFSWSFS FINL CORP$16.2M0.07%304,290CommonSOLE
925550105VIAVVIAVI SOLUTIONS INC$15.1M0.07%1,495,312CommonSOLE
297178105ESSESSEX PPTY TR INC$14.8M0.07%51,802CommonSHARED
461202103INTUINTUIT$14.3M0.06%22,791CommonNONE
404609109HCKTHACKETT GROUP INC$14.1M0.06%458,505CommonSOLE
42809H107HESHESS CORP$13.0M0.06%97,455CommonSHARED
49428J109KEKIMBALL ELECTRONICS INC$11.7M0.05%627,110CommonSOLE
691497309OXMOXFORD INDS INC$11.7M0.05%149,054CommonSOLE
617446448MSMORGAN STANLEY$11.3M0.05%89,741CommonNONE
466367109JACKJACK IN THE BOX INC$10.9M0.05%262,605CommonSOLE
783859101STBAS & T BANCORP INC$10.5M0.05%275,270CommonSOLE
89679E300TFINTRIUMPH FINANCIAL INC$10.1M0.05%111,411CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$9.9M0.04%41,293CommonNONE
87874R308TTGTTECHTARGET INC$9.6M0.04%485,945CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$9.2M0.04%16,081CommonNONE
G5698W116LXFRLUXFER HLDGS PLC$9.1M0.04%693,552CommonSOLE
858155203GJBSTEELCASE INC$9.0M0.04%762,228CommonSOLE
052769106ADSKAUTODESK INC$8.8M0.04%29,719CommonNONE
665859104NTRSNORTHERN TR CORP$8.7M0.04%85,263CommonSHARED
444859102HUMHUMANA INC$8.5M0.04%33,502CommonSHARED
91324P102UNHUNITEDHEALTH GROUP INC$8.4M0.04%16,534CommonNONE
24869P104DENNDENNYS CORP$8.1M0.04%1,343,034CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$8.0M0.04%34,142CommonNONE
907818108UNPUNION PAC CORP$8.0M0.04%34,974CommonNONE
464287499IWRISHARES TR$7.2M0.03%81,227CommonSHARED
465562106ITUBITAU UNIBANCO HLDG S A$6.8M0.03%1,369,518CommonSOLE
20786W107CNOBCONNECTONE BANCORP INC$6.5M0.03%282,221CommonSOLE
254687106DISDISNEY WALT CO$6.3M0.03%56,523CommonNONE
G98239109XPXP INC$6.2M0.03%526,293CommonSOLE
806857108SLBSCHLUMBERGER LTD$6.1M0.03%160,053CommonNONE
464287630IWNISHARES TR$6.0M0.03%36,650CommonSHARED
76131D103QSRRESTAURANT BRANDS INTL INC$5.4M0.02%83,361CommonNONE
78468R556XOPSPDR SER TR$5.3M0.02%40,094CommonNONE
088606108BHPBHP GROUP LTD$4.2M0.02%85,842CommonSOLE
279158109ECECOPETROL S A$3.8M0.02%479,127CommonNONE
980228308WDSWOODSIDE ENERGY GROUP LTD$3.5M0.02%224,591CommonSOLE
464287234EEMISHARES TR$3.4M0.02%81,963CommonSOLE
98850P109YUMCYUM CHINA HLDGS INC$3.4M0.02%70,126CommonSOLE
759530108RELXRELX PLC$3.2M0.01%69,655CommonSOLE
294821608ERICTELEFONAKTIEBOLAGET LM ERICS$3.0M0.01%367,578CommonSOLE
456788108INFYINFOSYS LTD$2.8M0.01%126,252CommonSOLE
58450V104MAXMEDIAALPHA INC$2.7M0.01%241,559CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$2.7M0.01%9,060CommonSOLE
036752103ELVELEVANCE HEALTH INC$2.5M0.01%6,748CommonSOLE
N07059210ASMLASML HOLDING N V$2.4M0.01%3,404CommonSOLE
219350105GLWCORNING INC$2.3M0.01%48,487CommonSOLE
30231G102XOMEXXON MOBIL CORP$2.3M0.01%21,262CommonSOLE
922908769VTIVANGUARD INDEX FDS$2.2M0.01%7,593CommonSHARED
904767704UNILEVER PLC$2.2M0.01%37,985CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$2.1M0.01%11,720CommonSOLE
06738E204BCSBARCLAYS PLC$2.1M0.01%161,108CommonSOLE
780259305SHELSHELL PLC$2.1M0.01%33,355CommonSOLE
835699307SONYSONY GROUP CORP$2.1M0.01%97,363CommonSOLE
83175M205SNNSMITH & NEPHEW PLC$2.0M0.01%83,312CommonSOLE
404280406HSBCHSBC HLDGS PLC$2.0M0.01%41,015CommonSOLE
037833100AAPLAPPLE INC$1.7M0.01%6,984CommonNONE
92189H607OIHVANECK ETF TRUST$1.6M0.01%5,956CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$1.6M0.01%14,838CommonSOLE
060505104BACBANK AMERICA CORP$1.6M0.01%35,291CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.5M0.01%11,253CommonNONE
594918104MSFTMICROSOFT CORP$1.5M0.01%3,569CommonNONE
45857P806IHGINTERCONTINENTAL HOTELS GROU$1.5M0.01%11,734CommonSOLE
842587107SOSOUTHERN CO$1.5M0.01%17,762CommonSOLE
136375102CNICANADIAN NATL RY CO$1.4M0.01%13,959CommonSOLE
92214X106VREXVAREX IMAGING CORP$1.4M0.01%93,543CommonSHARED
075887109BDXBECTON DICKINSON & CO$1.4M0.01%6,003CommonSOLE
02319V103ABEVAMBEV SA$1.4M0.01%734,030CommonSOLE
438128308HMCHONDA MOTOR LTD$1.2M0.01%40,985CommonSOLE
464286772EWYISHARES INC$1.2M0.01%22,985CommonSOLE
693506107PPGPPG INDS INC$1.2M0.01%9,673CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$1.0M0.00%8,470CommonNONE
023135106AMZNAMAZON COM INC$1.0M0.00%4,646CommonNONE
775109200RCIROGERS COMMUNICATIONS INC$1.0M0.00%32,997CommonSOLE
464287465EFAISHARES TR$959,2640.00%12,687CommonNONE
559222401MGAMAGNA INTL INC$902,1630.00%21,588CommonSOLE
458140100INTCINTEL CORP$853,2880.00%42,558CommonSOLE
922908751VBVANGUARD INDEX FDS$852,5130.00%3,548CommonSHARED
500472303PHGKONINKLIJKE PHILIPS N V$783,0210.00%30,925CommonSOLE
75513E101RTXRTX CORPORATION$773,3570.00%6,683CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$668,7230.00%3,042CommonNONE
464287689IWVISHARES TR$645,7710.00%1,932CommonSHARED
88160R101TSLATESLA INC$628,3750.00%1,556CommonNONE
30303M102METAMETA PLATFORMS INC$613,6140.00%1,048CommonNONE
464287705IJJISHARES TR$606,8060.00%4,856CommonSHARED
803054204SAPSAP SE$603,7070.00%2,452CommonSOLE
464287507IJHISHARES TR$595,8080.00%9,562CommonSHARED
651718504NPKINPK INTERNATIONAL INC$579,8370.00%75,598CommonSOLE
74435K204PUKPRUDENTIAL PLC$556,2740.00%34,898CommonSOLE
02079K305GOOGLALPHABET INC$532,3120.00%2,812CommonNONE
494368103KMBKIMBERLY-CLARK CORP$518,0010.00%3,953CommonNONE
001055102AFLAFLAC INC$517,2000.00%5,000CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$453,5740.00%2,157CommonNONE
02079K107GOOGALPHABET INC$448,8670.00%2,357CommonNONE
456837103INGING GROEP N.V.$445,9840.00%28,461CommonSOLE
11135F101AVGOBROADCOM INC$437,7140.00%1,888CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$434,8920.00%1,944CommonNONE
H1467J104CBCHUBB LIMITED$429,0940.00%1,553CommonSOLE
902673102UFPTUFP TECHNOLOGIES INC$415,6670.00%1,700CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$402,9660.00%889CommonNONE
097023105BABOEING CO$378,7800.00%2,140CommonNONE
861012102STMSTMICROELECTRONICS N V$370,6550.00%14,844CommonSOLE
630402105NSSCNAPCO SEC TECHNOLOGIES INC$341,3760.00%9,600CommonNONE
532457108LLYELI LILLY & CO$337,3640.00%437CommonNONE
20030N101CMCSACOMCAST CORP NEW$336,1570.00%8,957CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$324,8700.00%1,563CommonSOLE
87612E106TGTTARGET CORP$302,2620.00%2,236CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$283,7680.00%1,178CommonSHARED
674599105OXYOCCIDENTAL PETE CORP$255,3010.00%5,167CommonSOLE
05465C100AXAXOS FINANCIAL INC$251,4600.00%3,600CommonNONE
848574109S9QSPIRIT AEROSYSTEMS HLDGS INC$245,6490.00%7,208CommonSHARED
92826C839VVISA INC$243,3510.00%770CommonNONE
87165B103SYFSYNCHRONY FINANCIAL$241,0850.00%3,709CommonSHARED
742718109PGPROCTER AND GAMBLE CO$225,9920.00%1,348CommonNONE
30161N101EXCEXELON CORP$222,0010.00%5,898CommonSOLE
501044101KRKROGER CO$213,7810.00%3,496CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$212,2080.00%403CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$210,7420.00%230CommonNONE
970646105WLFCWILLIS LEASE FIN CORP$207,5500.00%1,000CommonNONE
539439109LYGLLOYDS BANKING GROUP PLC$147,4890.00%54,224CommonSOLE
98986M103ZYXIQZYNEX INC$95,1110.00%11,874CommonNONE

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.