MondegarAI
EARNEST PARTNERS LLC

Q1 2025 · 13F-HR

EARNEST PARTNERS LLCholdings as filed

Filed 2025-05-14 · accession 0001102578-25-000004

$20.88B
Reported value
288
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
759351604RGAREINSURANCE GRP OF AMERICA I$494.9M2.37%2,513,496CommonSOLE
12504L109CBRECBRE GROUP INC$480.3M2.30%3,672,307CommonSOLE
361448103GATXGATX CORP$479.0M2.29%3,085,258CommonSOLE
441593100HLIHOULIHAN LOKEY INC$427.8M2.05%2,648,908CommonSOLE
615394202MOG/AMOOG INC$392.0M1.88%2,261,288CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$346.8M1.66%2,496,641CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$330.7M1.58%1,591,909CommonSOLE
833034101SNASNAP ON INC$322.2M1.54%956,004CommonSOLE
03957W106AROCARCHROCK INC$310.3M1.49%11,823,992CommonSOLE
760759100RSGREPUBLIC SVCS INC$297.4M1.42%1,227,929CommonSOLE
33768G107FCFSFIRSTCASH HOLDINGS INC$280.1M1.34%2,328,035CommonSOLE
860630102SFSTIFEL FINL CORP$274.9M1.32%2,916,311CommonSOLE
783549108RRYDER SYS INC$268.6M1.29%1,867,662CommonSOLE
127055101CBTCABOT CORP$268.6M1.29%3,230,556CommonSOLE
428291108HXLHEXCEL CORP NEW$258.6M1.24%4,722,065CommonSOLE
980745103WWDWOODWARD INC$253.8M1.22%1,390,773CommonSOLE
10316T104BOXBOX INC$239.8M1.15%7,772,080CommonSOLE
23331A109DHID R HORTON INC$233.3M1.12%1,834,969CommonSOLE
92939U106WECWEC ENERGY GROUP INC$215.5M1.03%1,977,238CommonSOLE
03662Q105AKXANSYS INC$203.0M0.97%641,352CommonSOLE
596278101MIDDMIDDLEBY CORP$200.6M0.96%1,319,757CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$199.7M0.96%401,310CommonSOLE
277432100EMNEASTMAN CHEM CO$199.4M0.95%2,263,005CommonSOLE
012348108AINALBANY INTL CORP$182.7M0.87%2,645,755CommonSOLE
446413106HIIHUNTINGTON INGALLS INDS INC$182.4M0.87%894,155CommonSOLE
15135B101CNCCENTENE CORP DEL$181.3M0.87%2,986,093CommonSOLE
101121101BXPBXP INC$177.9M0.85%2,647,856CommonSOLE
147448104CWSTCASELLA WASTE SYS INC$176.9M0.85%1,586,758CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$176.2M0.84%800,790CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$175.7M0.84%2,182,438CommonSOLE
125269100CFCF INDS HLDGS INC$173.0M0.83%2,213,761CommonSOLE
346375108FORMFORMFACTOR INC$171.3M0.82%6,055,121CommonSOLE
207410101CNMDCONMED CORP$169.1M0.81%2,799,699CommonSOLE
810186106SMGSCOTTS MIRACLE-GRO CO$168.5M0.81%3,070,003CommonSOLE
947890109WBSWEBSTER FINL CORP$162.1M0.78%3,144,637CommonSOLE
574599106MASMASCO CORP$160.3M0.77%2,304,646CommonSOLE
97650W108WTFCWINTRUST FINL CORP$158.7M0.76%1,410,773CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$157.0M0.75%688,715CommonSOLE
007973100AEISADVANCED ENERGY INDS$156.3M0.75%1,639,968CommonSOLE
N72482206QGENQIAGEN NV$152.8M0.73%3,806,672CommonSOLE
042735100ARWARROW ELECTRS INC$152.5M0.73%1,468,606CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$151.2M0.72%1,004,607CommonSOLE
29362U104ENTGENTEGRIS INC$148.0M0.71%1,691,720CommonSOLE
909907107UBSIUNITED BANKSHARES INC WEST V$146.1M0.70%4,214,634CommonSOLE
090572207BIOBIO RAD LABS INC$146.0M0.70%599,621CommonSOLE
902788108UMBFUMB FINL CORP$144.4M0.69%1,427,803CommonSOLE
743315103PGRPROGRESSIVE CORP$141.9M0.68%501,440CommonSOLE
96208T104WEXWEX INC$140.6M0.67%895,406CommonSOLE
G7496G103RNRRENAISSANCERE HLDGS LTD$138.8M0.66%578,500CommonSOLE
353514102FELEFRANKLIN ELEC INC$138.1M0.66%1,470,750CommonSOLE
85254J102STAGSTAG INDL INC$138.0M0.66%3,820,565CommonSOLE
27579R104EWBCEAST WEST BANCORP INC$137.4M0.66%1,530,639CommonSOLE
Y2573F102FLEXFLEX LTD$136.3M0.65%4,121,113CommonSOLE
45826H109ITGRINTEGER HLDGS CORP$134.7M0.65%1,141,812CommonSOLE
34354P105FLSFLOWSERVE CORP$133.9M0.64%2,741,538CommonSOLE
172755100CRUSCIRRUS LOGIC INC$133.6M0.64%1,340,599CommonSOLE
831865209AOSSMITH A O CORP$133.6M0.64%2,043,671CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$132.8M0.64%769,885CommonSOLE
45104G104IBNICICI BANK LIMITED$132.3M0.63%4,198,670CommonSOLE
840441109SSBUSDSOUTHSTATE CORPORATION$130.7M0.63%1,408,514CommonSOLE
163072101CAKECHEESECAKE FACTORY INC$130.2M0.62%2,676,024CommonSOLE
78473E103SPXCSPX TECHNOLOGIES INC$129.7M0.62%1,007,015CommonSOLE
871607107SNPSSYNOPSYS INC$129.5M0.62%301,903CommonSOLE
22002T108CDPCOPT DEFENSE PROPERTIES$128.9M0.62%4,727,853CommonSOLE
237266101DARDARLING INGREDIENTS INC$127.5M0.61%4,082,416CommonSOLE
835495102SONSONOCO PRODS CO$125.4M0.60%2,655,347CommonSOLE
00912X302ALAIR LEASE CORP$124.2M0.59%2,570,150CommonSOLE
45778Q107NSPINSPERITY INC$122.3M0.59%1,370,771CommonSOLE
70202L102PSNPARSONS CORP DEL$119.8M0.57%2,022,503CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$117.8M0.56%203,119CommonSOLE
436440101HO1HOLOGIC INC$115.4M0.55%1,867,788CommonSOLE
898402102TRMKTRUSTMARK CORP$112.1M0.54%3,251,367CommonSOLE
099724106BWABORGWARNER INC$112.0M0.54%3,909,480CommonSOLE
920253101VMIVALMONT INDS INC$111.8M0.54%391,861CommonSOLE
320817109FRMEFIRST MERCHANTS CORP$103.6M0.50%2,562,184CommonSOLE
05968L102CIBEURBANCOLOMBIA S A$103.2M0.49%2,566,128CommonSOLE
012653101ALBALBEMARLE CORP$101.9M0.49%1,414,853CommonSOLE
29446M102EQNREQUINOR ASA$101.3M0.49%3,830,699CommonSOLE
G4705A100ICLRICON PLC$100.8M0.48%576,173CommonSOLE
29275Y102ENSENERSYS$100.4M0.48%1,096,151CommonSOLE
68235P108OGSONE GAS INC$99.8M0.48%1,320,434CommonSOLE
293712105EFSCENTERPRISE FINL SVCS CORP$99.3M0.48%1,848,381CommonSOLE
929042109VNOVORNADO RLTY TR$98.6M0.47%2,666,190CommonSOLE
90984P303UCBUNITED CMNTY BKS BLAIRSVLE G$97.1M0.47%3,452,736CommonSOLE
59001A102MTHMERITAGE HOMES CORP$95.9M0.46%1,352,648CommonSOLE
729132100PLXSPLEXUS CORP$95.4M0.46%744,535CommonSOLE
887389104TKRTIMKEN CO$93.4M0.45%1,299,382CommonSOLE
231021106CMICUMMINS INC$92.7M0.44%295,779CommonSOLE
675232102OIIOCEANEERING INTL INC$92.0M0.44%4,217,394CommonSOLE
66987V109NVSNOVARTIS AG$91.9M0.44%824,371CommonSOLE
143658300CCL1EURCARNIVAL CORP$89.4M0.43%4,577,860CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$88.2M0.42%363,914CommonSOLE
35086T109FCPTFOUR CORNERS PPTY TR INC$87.7M0.42%3,056,255CommonSOLE
626717102MURMURPHY OIL CORP$86.7M0.42%3,052,273CommonSOLE
G3223R108EGEVEREST GROUP LTD$84.6M0.40%232,767CommonSOLE
000361105AIRAAR CORP$84.0M0.40%1,500,303CommonSOLE
423452101HPHELMERICH & PAYNE INC$83.9M0.40%3,213,574CommonSOLE
767204100RIORIO TINTO PLC$82.5M0.39%1,372,590CommonSOLE
78573M104SABRSABRE CORP$82.4M0.39%29,332,969CommonSOLE
537008104LFUSLITTELFUSE INC$82.1M0.39%417,510CommonSOLE
40415F101HDBHDFC BANK LTD$82.1M0.39%1,234,984CommonSOLE
682189105ONON SEMICONDUCTOR CORP$81.4M0.39%2,000,588CommonSOLE
03073E105CORCENCORA INC$80.8M0.39%290,537CommonSOLE
801056102SANMSANMINA CORPORATION$79.0M0.38%1,036,377CommonSOLE
46266C105IQVIQVIA HLDGS INC$77.9M0.37%441,904CommonSOLE
504922105LHLABCORP HOLDINGS INC$76.8M0.37%329,858CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$74.1M0.35%463,436CommonSOLE
72346Q104PINNACLE FINL PARTNERS INC$73.5M0.35%693,404CommonSOLE
978097103WWWWOLVERINE WORLD WIDE INC$73.3M0.35%5,270,775CommonSOLE
053807103AVTAVNET INC$73.1M0.35%1,520,075CommonSOLE
37940X102GPNGLOBAL PMTS INC$72.6M0.35%741,931CommonSOLE
260003108DOVDOVER CORP$71.5M0.34%407,124CommonSOLE
896288107TNETTRINET GROUP INC$71.3M0.34%900,402CommonSOLE
N3144W105XPROEXPRO GROUP HOLDINGS NV$71.0M0.34%7,140,421CommonSOLE
81211K100SDASEALED AIR CORP NEW$70.9M0.34%2,452,623CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$70.8M0.34%473,052CommonSOLE
049560105ATOATMOS ENERGY CORP$69.7M0.33%451,048CommonSOLE
00508Y102AYIACUITY INC$69.2M0.33%262,601CommonSOLE
126408103CSXCSX CORP$68.7M0.33%2,333,983CommonSOLE
871829107SYYSYSCO CORP$68.5M0.33%912,493CommonSOLE
872540109TJXTJX COS INC NEW$68.4M0.33%561,980CommonSOLE
126501105CTSCTS CORP$68.1M0.33%1,639,583CommonSOLE
733174700BPOPPOPULAR INC$67.0M0.32%725,105CommonSOLE
778296103ROSTROSS STORES INC$64.7M0.31%506,312CommonSOLE
698813102PZZAPAPA JOHNS INTL INC$63.2M0.30%1,538,853CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP CO$63.1M0.30%802,540CommonSOLE
277276101EGPEASTGROUP PPTYS INC$63.0M0.30%357,625CommonSOLE
62955J103NOVNOV INC$62.4M0.30%4,101,685CommonSOLE
056752108BIDUBAIDU INC$61.9M0.30%672,741CommonSOLE
950810101WSBCWESBANCO INC$57.6M0.28%1,859,436CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$56.5M0.27%483,086CommonSOLE
03064D108COLDAMERICOLD REALTY TRUST INC$55.7M0.27%2,595,058CommonSOLE
440327104HMNHORACE MANN EDUCATORS CORP N$55.6M0.27%1,300,078CommonSOLE
65290E101NXTNEXTRACKER INC$55.2M0.26%1,309,424CommonSOLE
253798102DGIIDIGI INTL INC$54.9M0.26%1,972,426CommonSOLE
21867A105CLBCORE LABORATORIES INC$54.4M0.26%3,630,279CommonSOLE
695156109PKGPACKAGING CORP AMER$54.0M0.26%272,508CommonSOLE
127097103CTRACOTERRA ENERGY INC$53.6M0.26%1,854,429CommonSOLE
90384S303ULTAULTA BEAUTY INC$52.8M0.25%143,951CommonSOLE
369550108GDGENERAL DYNAMICS CORP$51.8M0.25%190,111CommonSOLE
70509V100PEBPEBBLEBROOK HOTEL TR$51.2M0.25%5,056,675CommonSOLE
80689H102SNDRSCHNEIDER NATIONAL INC$50.4M0.24%2,206,990CommonSOLE
501889208LKQLKQ CORP$49.6M0.24%1,166,788CommonSOLE
254543101DIODDIODES INC$48.9M0.23%1,132,797CommonSOLE
059460303BBDBANCO BRADESCO S A$48.8M0.23%21,864,348CommonSOLE
707569109PENNPENN ENTERTAINMENT INC$47.9M0.23%2,934,772CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$46.8M0.22%505,695CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$46.5M0.22%3,242,860CommonSOLE
038222105AMATAPPLIED MATLS INC$44.4M0.21%306,075CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$43.8M0.21%263,951CommonSOLE
833635105SQMSOCIEDAD QUIMICA Y MINERA DE$43.5M0.21%1,096,049CommonSOLE
031652100AMKRAMKOR TECHNOLOGY INC$42.2M0.20%2,334,787CommonSOLE
G4388N106HELEHELEN OF TROY LTD$41.8M0.20%780,940CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$41.3M0.20%639,554CommonSOLE
070830104BBWIBATH & BODY WORKS INC$39.7M0.19%1,307,968CommonSOLE
G8060N102STSENSATA TECHNOLOGIES HLDG PL$37.5M0.18%1,544,290CommonSOLE
15872M104APY1EURCHAMPIONX CORPORATION$35.7M0.17%1,198,014CommonSOLE
62855J104MYGNMYRIAD GENETICS INC$35.3M0.17%3,977,292CommonSOLE
22410J106CBRLCRACKER BARREL OLD CTRY STOR$32.5M0.16%838,031CommonSOLE
303075105FDSFACTSET RESH SYS INC$29.5M0.14%64,915CommonSHARED
00215W100ASXASE TECHNOLOGY HLDG CO LTD$28.5M0.14%3,257,013CommonSOLE
682680103OKEONEOK INC NEW$27.4M0.13%275,802CommonSHARED
V7780T103RCLROYAL CARIBBEAN GROUP$25.5M0.12%124,025CommonSHARED
653656108NICENICE LTD$22.5M0.11%145,964CommonSOLE
24906P109XRAYDENTSPLY SIRONA INC$18.6M0.09%1,247,253CommonSOLE
30257X104FBKFB FINL CORP$16.7M0.08%360,578CommonSOLE
42809H107HESHESS CORP$15.9M0.08%99,401CommonSHARED
297178105ESSESSEX PPTY TR INC$15.8M0.08%51,506CommonSHARED
922908652VXFVANGUARD INDEX FDS$15.4M0.07%89,136CommonSHARED
929328102WSFSWSFS FINL CORP$14.4M0.07%277,046CommonSOLE
461202103INTUINTUIT$13.9M0.07%22,705CommonNONE
046433108ATROASTRONICS CORP$12.8M0.06%528,491CommonSOLE
06417N103OZKBANK OZK LITTLE ROCK ARK$12.7M0.06%292,197CommonSHARED
404609109HCKTHACKETT GROUP INC$12.6M0.06%430,983CommonSOLE
49428J109KEKIMBALL ELECTRONICS INC$11.4M0.05%691,417CommonSOLE
858155203GJBSTEELCASE INC$11.4M0.05%1,037,664CommonSOLE
617446448MSMORGAN STANLEY$10.4M0.05%89,514CommonNONE
87874R308TTGTTECHTARGET INC$10.2M0.05%686,440CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$10.1M0.05%41,053CommonNONE
925550105VIAVVIAVI SOLUTIONS INC$9.7M0.05%865,919CommonSOLE
466367109JACKJACK IN THE BOX INC$9.5M0.05%350,231CommonSOLE
783859101STBAS & T BANCORP INC$9.5M0.05%256,849CommonSOLE
444859102HUMHUMANA INC$9.5M0.05%35,880CommonSHARED
691497309OXMOXFORD INDS INC$9.0M0.04%153,376CommonSOLE
464287473IWSISHARES TR$8.9M0.04%70,261CommonSHARED
G5698W116LXFRLUXFER HLDGS PLC$8.8M0.04%738,724CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$8.7M0.04%16,012CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$8.6M0.04%16,433CommonNONE
20786W107CNOBCONNECTONE BANCORP INC$8.2M0.04%339,340CommonSOLE
907818108UNPUNION PAC CORP$8.2M0.04%34,808CommonNONE
655844108NSCNORFOLK SOUTHN CORP$8.1M0.04%34,139CommonNONE
465562106ITUBITAU UNIBANCO HLDG S A$8.0M0.04%1,450,014CommonSOLE
052769106ADSKAUTODESK INC$7.7M0.04%29,595CommonNONE
806857108SLBSCHLUMBERGER LTD$7.0M0.03%168,585CommonNONE
G98239109XPXP INC$6.9M0.03%503,741CommonSOLE
910340108UFCSUNITED FIRE GROUP INC$6.1M0.03%208,303CommonSOLE
89679E300TFINTRIUMPH FINANCIAL INC$6.0M0.03%103,188CommonSOLE
464287655IWMISHARES TR$5.8M0.03%28,972CommonSHARED
24869P104DENNDENNYS CORP$5.7M0.03%1,561,053CommonSOLE
254687106DISDISNEY WALT CO$5.6M0.03%56,291CommonNONE
76131D103QSRRESTAURANT BRANDS INTL INC$5.4M0.03%80,517CommonNONE
78468R556XOPSPDR SER TR$5.3M0.03%40,094CommonNONE
464287630IWNISHARES TR$5.0M0.02%33,097CommonSHARED
279158109ECECOPETROL S A$4.8M0.02%458,196CommonNONE
088606108BHPBHP GROUP LTD$4.1M0.02%84,895CommonSOLE
464287234EEMISHARES TR$3.6M0.02%81,963CommonSOLE
980228308WDSWOODSIDE ENERGY GROUP LTD$3.2M0.02%223,414CommonSOLE
98850P109YUMCYUM CHINA HLDGS INC$3.2M0.02%62,170CommonSOLE
759530108RELXRELX PLC$3.1M0.01%61,715CommonSOLE
464287499IWRISHARES TR$3.1M0.01%36,251CommonSHARED
036752103ELVELEVANCE HEALTH INC$2.9M0.01%6,648CommonSOLE
294821608ERICTELEFONAKTIEBOLAGET LM ERICS$2.8M0.01%361,385CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$2.7M0.01%8,911CommonSOLE
58450V104MAXMEDIAALPHA INC$2.5M0.01%272,433CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$2.5M0.01%11,563CommonSOLE
30231G102XOMEXXON MOBIL CORP$2.5M0.01%21,019CommonSOLE
456788108INFYINFOSYS LTD$2.3M0.01%125,636CommonSOLE
219350105GLWCORNING INC$2.2M0.01%47,527CommonSOLE
06738E204BCSBARCLAYS PLC$2.2M0.01%141,523CommonSOLE
780259305SHELSHELL PLC$2.1M0.01%29,301CommonSOLE
835699307SONYSONY GROUP CORP$2.1M0.01%83,341CommonSOLE
404280406HSBCHSBC HLDGS PLC$2.1M0.01%36,030CommonSOLE
83175M205SNNSMITH & NEPHEW PLC$2.0M0.01%71,708CommonSOLE
N07059210ASMLASML HOLDING N V$2.0M0.01%3,058CommonSOLE
904767704UNILEVER PLC$2.0M0.01%33,367CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$1.8M0.01%14,597CommonSOLE
922908769VTIVANGUARD INDEX FDS$1.7M0.01%6,357CommonSHARED
02319V103ABEVAMBEV SA$1.7M0.01%734,507CommonSOLE
842587107SOSOUTHERN CO$1.6M0.01%17,773CommonSOLE
92189H607OIHVANECK ETF TRUST$1.6M0.01%5,956CommonNONE
037833100AAPLAPPLE INC$1.5M0.01%6,934CommonNONE
060505104BACBANK AMERICA CORP$1.4M0.01%34,603CommonSOLE
693506107PPGPPG INDS INC$1.4M0.01%12,672CommonSOLE
464286772EWYISHARES INC$1.4M0.01%25,483CommonSOLE
075887109BDXBECTON DICKINSON & CO$1.4M0.01%5,911CommonSOLE
594918104MSFTMICROSOFT CORP$1.3M0.01%3,569CommonNONE
136375102CNICANADIAN NATL RY CO$1.3M0.01%13,308CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.2M0.01%11,334CommonNONE
922908629VOVANGUARD INDEX FDS$1.1M0.01%4,106CommonSHARED
464287465EFAISHARES TR$1.0M0.00%12,687CommonNONE
438128308HMCHONDA MOTOR LTD$976,7610.00%36,003CommonSOLE
464287705IJJISHARES TR$951,6140.00%7,948CommonSHARED
45857P806IHGINTERCONTINENTAL HOTELS GROU$898,4190.00%8,198CommonSOLE
023135106AMZNAMAZON COM INC$888,5140.00%4,670CommonNONE
665859104NTRSNORTHERN TR CORP$879,6630.00%8,917CommonSHARED
75513E101RTXRTX CORPORATION$822,1790.00%6,207CommonSOLE
775109200RCIROGERS COMMUNICATIONS INC$818,3660.00%30,616CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$799,2150.00%7,779CommonNONE
500472303PHGKONINKLIJKE PHILIPS N V$774,1920.00%30,480CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$727,3310.00%2,925CommonNONE
803054204SAPSAP SE$712,9770.00%2,656CommonSOLE
559222401MGAMAGNA INTL INC$689,5550.00%20,287CommonSOLE
74435K204PUKPRUDENTIAL PLC$659,1040.00%30,656CommonSOLE
30303M102METAMETA PLATFORMS INC$604,0250.00%1,048CommonNONE
456837103INGING GROEP N.V.$585,2320.00%29,874CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$543,4220.00%3,821CommonNONE
001055102AFLAFLAC INC$521,7040.00%4,692CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$473,4640.00%889CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$451,4810.00%2,157CommonNONE
922908751VBVANGUARD INDEX FDS$441,2830.00%1,990CommonSHARED
651718504NPKINPK INTERNATIONAL INC$439,2240.00%75,598CommonSOLE
02079K305GOOGLALPHABET INC$434,8480.00%2,812CommonNONE
H1467J104CBCHUBB LIMITED$430,6380.00%1,426CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$398,2190.00%1,975CommonSHARED
88160R101TSLATESLA INC$379,9290.00%1,466CommonNONE
02079K107GOOGALPHABET INC$368,2340.00%2,357CommonNONE
097023105BABOEING CO$364,9770.00%2,140CommonNONE
532457108LLYELI LILLY & CO$360,9230.00%437CommonNONE
861012102STMSTMICROELECTRONICS N V$350,1300.00%15,944CommonSOLE
902673102UFPTUFP TECHNOLOGIES INC$342,9070.00%1,700CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$336,2160.00%1,769CommonSOLE
458140100INTCINTEL CORP$317,8720.00%13,997CommonNONE
11135F101AVGOBROADCOM INC$316,1080.00%1,888CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$312,5920.00%1,182CommonSHARED
20030N101CMCSACOMCAST CORP NEW$308,2630.00%8,354CommonSOLE
92826C839VVISA INC$269,8540.00%770CommonNONE
87612E106TGTTARGET CORP$233,3490.00%2,236CommonNONE
05465C100AXAXOS FINANCIAL INC$232,2720.00%3,600CommonNONE
742718109PGPROCTER AND GAMBLE CO$229,7260.00%1,348CommonNONE
630402105NSSCNAPCO SEC TECHNOLOGIES INC$220,9920.00%9,600CommonNONE
57636Q104MAMASTERCARD INCORPORATED$220,8920.00%403CommonNONE
30161N101EXCEXELON CORP$220,6310.00%4,788CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$217,5290.00%230CommonNONE
674599105OXYOCCIDENTAL PETE CORP$216,2460.00%4,381CommonSOLE
46429B671MCHIISHARES TR$204,2180.00%3,754CommonNONE
501044101KRKROGER CO$202,2570.00%2,988CommonSOLE
539439109LYGLLOYDS BANKING GROUP PLC$169,0080.00%44,243CommonSOLE
98986M103ZYXIQZYNEX INC$26,1230.00%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.