MondegarAI
NAVELLIER & ASSOCIATES INC

Q2 2024 · 13F-HR

NAVELLIER & ASSOCIATES INCholdings as filed

Filed 2024-08-08 · accession 0001104659-24-087117

$851.7M
Reported value
336
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA Corporation$74.3M8.72%601,144CommonNONE
86800U104SMCIUSDSuper Micro Computer, Inc.$34.0M4.00%41,557CommonNONE
532457108LLYEli Lilly and Company$24.2M2.84%26,699CommonNONE
29084Q100EMEEMCOR Group, Inc.$23.7M2.78%64,868CommonNONE
30231G102XOMExxon Mobil Corporation$19.4M2.27%168,283CommonNONE
74762E102QUREQuanta Services, Inc.$18.6M2.18%73,100CommonNONE
670100205NVONovo Nordisk A/S Sponsored ADR Class B$18.0M2.11%125,811CommonNONE
594918104MSFTMicrosoft Corporation$15.6M1.83%34,803CommonNONE
22160K105COSTCostco Wholesale Corporation$14.9M1.76%17,586CommonNONE
20825C104COPConocoPhillips$13.6M1.59%118,541CommonNONE
037833100AAPLApple Inc.$12.7M1.49%60,107CommonNONE
718546104PSXPhillips 66$12.0M1.41%85,267CommonNONE
G29183103ETNEaton Corp. Plc$11.9M1.40%37,970CommonNONE
22788C105CRWDCrowdStrike Holdings, Inc. Class A$11.4M1.33%29,657CommonNONE
889478103TOLToll Brothers, Inc.$11.2M1.32%97,450CommonNONE
V7780T103RCLRoyal Caribbean Group$10.4M1.22%64,925CommonNONE
92840M102VSTVistra Corp.$10.0M1.18%116,571CommonNONE
26856L103ELFe.l.f. Beauty, Inc.$9.4M1.11%44,831CommonNONE
693718108PCARPACCAR Inc$9.1M1.06%88,049CommonNONE
099502106BAHBooz Allen Hamilton Holding Corporation Class A$8.7M1.03%56,844CommonNONE
11135F101AVGOBroadcom Inc.$8.7M1.02%5,418CommonNONE
92537N108VRTVertiv Holdings Co. Class A$8.3M0.98%96,368CommonNONE
743315103PGRProgressive Corporation$8.2M0.97%39,673CommonNONE
87612G101TRGPTarga Resources Corp.$8.1M0.96%63,169CommonNONE
92837L109VISTVista Energy SAB de CV Sponsored ADR Class A$7.5M0.88%165,033CommonNONE
70202L102PSNParsons Corporation$6.9M0.81%84,431CommonNONE
040413106ANETEURArista Networks, Inc.$6.6M0.77%18,716CommonNONE
56585A102MPCMarathon Petroleum Corporation$6.3M0.74%36,258CommonNONE
00287Y109ABBVAbbVie, Inc.$6.0M0.71%35,085CommonNONE
64110D104NTAPNetApp, Inc.$6.0M0.71%46,677CommonNONE
443201108HWMHowmet Aerospace Inc.$6.0M0.70%76,749CommonNONE
191098102COKECoca-Cola Consolidated, Inc.$5.7M0.67%5,296CommonNONE
92532F100VRTXVertex Pharmaceuticals Incorporated$5.5M0.64%11,701CommonNONE
002896207ANFAbercrombie & Fitch Co. Class A$5.4M0.63%30,347CommonNONE
30303M102METAMeta Platforms Inc Class A$5.4M0.63%10,692CommonNONE
25754A201DPZDomino's Pizza, Inc.$5.2M0.62%10,162CommonNONE
03957W106AROCArchrock Inc.$5.2M0.61%258,704CommonNONE
N3167Y103RACEFerrari NV$5.2M0.61%12,784CommonNONE
713448108PEPPepsiCo, Inc.$5.2M0.61%31,273CommonNONE
142339100CSLCarlisle Companies Incorporated$4.9M0.58%12,143CommonNONE
020002101ALLAllstate Corporation$4.9M0.57%30,511CommonNONE
031162100AMGNAmgen Inc.$4.8M0.57%15,498CommonNONE
243537107DECKDeckers Outdoor Corporation$4.8M0.56%4,935CommonNONE
45765U103NSITInsight Enterprises, Inc.$4.8M0.56%24,002CommonNONE
67059N108NTNXNutanix, Inc. Class A$4.7M0.55%82,814CommonNONE
89055F103BLDTopBuild Corp.$4.6M0.54%12,002CommonNONE
03073E105CORCencora, Inc.$4.6M0.54%20,482CommonNONE
893641100TDGTransDigm Group Incorporated$4.6M0.54%3,569CommonNONE
199908104FIXComfort Systems USA, Inc.$4.5M0.53%14,778CommonNONE
446413106HIIHuntington Ingalls Industries, Inc.$4.4M0.52%17,896CommonNONE
05464C101AXONAxon Enterprise Inc$4.4M0.51%14,784CommonNONE
739128106POWLPowell Industries, Inc.$4.3M0.51%30,276CommonNONE
Y2106R110LPGDorian LPG Ltd.$4.1M0.48%97,646CommonNONE
742718109PGProcter & Gamble Company$3.7M0.44%22,703CommonNONE
512807108LRCXEURLam Research Corporation$3.7M0.43%3,460CommonNONE
26875P101EOGEOG Resources, Inc.$3.6M0.42%28,400CommonNONE
913456109UVVUniversal Corp$3.6M0.42%73,867CommonNONE
33734X135FXOFirst Trust Financials AlphaDEX Fund$3.5M0.41%76,350CommonNONE
023135106AMZNAmazon.com, Inc.$3.5M0.41%18,043CommonNONE
33734X176FXLFirst Trust Technology AlphaDEX Fund$3.4M0.40%25,173CommonNONE
457187102INGRIngredion Incorporated$3.4M0.40%29,793CommonNONE
369550108GDGeneral Dynamics Corporation$3.4M0.40%11,772CommonNONE
166764100CVXChevron Corporation$3.4M0.40%21,718CommonNONE
767204100RIORio Tinto plc Sponsored ADR$3.3M0.39%49,898CommonNONE
33733E203FBTFirst Trust NYSE Arca Biotechnology Index Fund$3.3M0.39%21,306CommonNONE
33734X143FXHFirst Trust Health Care AlphaDEX Fund$3.3M0.38%31,304CommonNONE
V5633W109MMYTMakeMyTrip Ltd.$3.3M0.38%38,768CommonNONE
33734X150FXRFirst Trust Industrials/Producer Durables AlphaDEX Fund$3.2M0.38%47,388CommonNONE
65336K103NXSTNexstar Media Group, Inc.$3.2M0.37%19,210CommonNONE
194162103CLColgate-Palmolive Company$3.1M0.37%32,410CommonNONE
G0450A105ACGLArch Capital Group Ltd.$3.1M0.37%31,172CommonNONE
91913Y100VLOValero Energy Corporation$3.1M0.37%20,043CommonNONE
144285103CRSCarpenter Technology Corporation$3.1M0.36%28,362CommonNONE
482480100KLACKLA Corporation$3.0M0.35%3,646CommonNONE
01973R101ALSNAllison Transmission Holdings, Inc.$3.0M0.35%39,002CommonNONE
927959106VNOMUSDViper Energy, Inc.$3.0M0.35%78,862CommonNONE
630402105NSSCNAPCO Security Technologies, Inc.$3.0M0.35%56,807CommonNONE
539830109LMTLockheed Martin Corporation$2.9M0.34%6,288CommonNONE
92847W103VITLVital Farms, Inc.$2.9M0.34%61,896CommonNONE
316092808FTECFidelity MSCI Information Technology Index ETF$2.8M0.32%16,100CommonNONE
12514G108CDWCDW Corporation$2.7M0.32%12,241CommonNONE
464288885EFGiShares MSCI EAFE Growth ETF$2.7M0.32%26,633CommonNONE
33734X119FXGFirst Trust Consumer Staples AlphaDEX Fund$2.7M0.32%41,636CommonNONE
011532108AGIAlamos Gold Inc.$2.6M0.31%168,793CommonNONE
478160104JNJJohnson & Johnson$2.6M0.31%18,058CommonNONE
494368103KMBKimberly-Clark Corporation$2.6M0.31%19,093CommonNONE
125141101CECOCECO Environmental Corp.$2.6M0.30%89,533CommonNONE
453038408IMOImperial Oil Limited$2.6M0.30%37,782CommonNONE
913915104UTIUniversal Technical Institute, Inc.$2.6M0.30%162,963CommonNONE
05605H100BWXTBWX Technologies, Inc.$2.5M0.30%26,758CommonNONE
902673102UFPTUFP Technologies, Inc.$2.4M0.29%9,226CommonNONE
G23773107CWCOConsolidated Water Co. Ltd.$2.4M0.28%91,195CommonNONE
607828100MODModine Manufacturing Company$2.3M0.27%22,963CommonNONE
M2682V108CYBRCyberArk Software Ltd.$2.3M0.27%8,256CommonNONE
G87110105FTITechnipFMC plc$2.2M0.26%83,714CommonNONE
464287507IJHiShares Core S&P Mid-Cap ETF$2.1M0.25%35,825CommonNONE
464287721IYWiShares U.S. Technology ETF$2.1M0.24%13,694CommonNONE
Y73760400SHIPSeanergy Maritime Holdings Corp.$2.0M0.23%199,846CommonNONE
25278X109FANGDiamondback Energy, Inc.$2.0M0.23%9,741CommonNONE
46625H100JPMJPMorgan Chase & Co.$1.9M0.23%9,640CommonNONE
907818108UNPUnion Pacific Corporation$1.9M0.23%8,593CommonNONE
58933Y105MRKMerck & Co., Inc.$1.9M0.22%15,479CommonNONE
253393102DKSDick's Sporting Goods, Inc.$1.9M0.22%8,785CommonNONE
629377508NRGNRG Energy, Inc.$1.9M0.22%23,817CommonNONE
02079K305GOOGLAlphabet Inc. Class A$1.8M0.21%9,945CommonNONE
464288877EFViShares MSCI EAFE Value ETF$1.8M0.21%33,333CommonNONE
00724F101ADBEAdobe Inc.$1.8M0.21%3,160CommonNONE
78473E103SPXCSPX Technologies, Inc.$1.7M0.20%12,168CommonNONE
191216100KOCoca-Cola Company$1.7M0.20%26,927CommonNONE
78462F103SPYSPDR S&P 500 ETF Trust$1.7M0.20%3,122CommonNONE
78463V107GLDSPDR Gold Shares$1.7M0.20%7,845CommonNONE
437076102HDHome Depot, Inc.$1.7M0.20%4,831CommonNONE
151290889CXCemex SAB de CV Sponsored ADR$1.6M0.19%254,044CommonNONE
70439P108PAYPaymentus Holdings, Inc Class A$1.6M0.19%83,038CommonNONE
902252105TYLTyler Technologies, Inc.$1.6M0.18%3,125CommonNONE
580135101MCDMcDonald's Corporation$1.6M0.18%6,150CommonNONE
077347300BELFBBel Fuse Inc. Class B$1.6M0.18%23,821CommonNONE
204448104BVNCompania de Minas Buenaventura SAA Sponsored ADR$1.5M0.18%91,404CommonNONE
548661107LOWLowe's Companies, Inc.$1.5M0.18%6,911CommonNONE
91851C201EGYVAALCO Energy, Inc.$1.5M0.18%238,285CommonNONE
980745103WWDWoodward, Inc.$1.5M0.17%8,529CommonNONE
Y41053102INSWInternational Seaways, Inc.$1.5M0.17%25,070CommonNONE
217204106CPRTCopart, Inc.$1.5M0.17%27,235CommonNONE
928662600VWAGYVolkswagen AG Unsponsored ADR$1.5M0.17%122,166CommonNONE
20451Q104CODICompass Diversified Holdings$1.4M0.17%65,995CommonNONE
G48833118WFRDWeatherford International plc$1.4M0.16%11,393CommonNONE
88642R109TDWTidewater Inc$1.4M0.16%14,413CommonNONE
81762P102NOWServiceNow, Inc.$1.4M0.16%1,737CommonNONE
50212V100LPLALPL Financial Holdings Inc.$1.4M0.16%4,874CommonNONE
722304102PDDPDD Holdings Inc. Sponsored ADR Class A$1.3M0.16%10,109CommonNONE
780259305SHELShell Plc Sponsored ADR$1.3M0.16%18,422CommonNONE
92343V104VZVerizon Communications Inc.$1.3M0.15%31,830CommonNONE
553530106MSMMSC Industrial Direct Co., Inc. Class A$1.3M0.15%16,536CommonNONE
M20791105CAMTCamtek Ltd$1.3M0.15%10,181CommonNONE
66981J102MNSOMINISO Group Holding Ltd. Sponsored ADR$1.3M0.15%66,524CommonNONE
20854L108CEIXEURCONSOL Energy Inc$1.3M0.15%12,338CommonNONE
974155103WINGWingstop, Inc.$1.3M0.15%2,971CommonNONE
79466L302CRMSalesforce, Inc.$1.2M0.15%4,848CommonNONE
49714P108KNSLKinsale Capital Group, Inc.$1.2M0.15%3,212CommonNONE
464287754IYJiShares U.S. Industrials ETF$1.2M0.14%10,259CommonNONE
858119100STLDSteel Dynamics, Inc.$1.2M0.14%9,411CommonNONE
279158109ECEcopetrol SA Sponsored ADR$1.2M0.14%107,632CommonNONE
68373M107OPRAOpera Limited Sponsored ADR$1.2M0.14%84,600CommonNONE
984245100YPFYPF SA Sponsored ADR Class D$1.2M0.14%58,445CommonNONE
Y0207T100ASCArdmore Shipping Corp.$1.1M0.13%49,132CommonNONE
53263P105LMBLimbach Holdings, Inc.$1.1M0.13%19,269CommonNONE
02079K107GOOGAlphabet Inc. Class C$1.1M0.13%5,850CommonNONE
46429B655FLOTiShares Floating Rate Bond ETF$1.1M0.12%20,702CommonNONE
81369Y209XLVHealth Care Select Sector SPDR Fund$1.0M0.12%7,024CommonNONE
81369Y605XLFFinancial Select Sector SPDR Fund$1.0M0.12%24,707CommonNONE
624756102MLIMueller Industries, Inc.$1.0M0.12%17,799CommonNONE
922042874VGKVanguard FTSE Europe ETF$992,9370.12%14,871CommonNONE
444144109HDSNHudson Technologies, Inc.$985,4380.12%112,109CommonNONE
465741106ITRIItron, Inc.$981,5840.12%9,919CommonNONE
172967424CCitigroup Inc.$969,4150.11%15,276CommonNONE
115233793BIAUXBrown Advisory Small-Cap Fundamental Value Fund Investor Shs$950,3790.11%31,438CommonNONE
459200101IBMInternational Business Machines Corporation$942,0800.11%5,447CommonNONE
10552T107P5YBRF SA Sponsored ADR$934,5410.11%229,617CommonNONE
126389105CSPICSP Inc.$929,3430.11%62,372CommonNONE
55354G100MSCIMSCI Inc. Class A$917,2520.11%1,904CommonNONE
032654105ADIAnalog Devices, Inc.$909,1600.11%3,983CommonNONE
G4809J106IGICInternational General Insurance Holdings Ltd.$881,7760.10%62,984CommonNONE
50216C108LYTSLSI Industries Inc.$867,4480.10%59,948CommonNONE
G7738W106SFLSFL Corporation Limited$862,4060.10%62,133CommonNONE
65339F101NEENextEra Energy, Inc.$854,8250.10%12,072CommonNONE
40416E103HCIHCI Group, Inc.$854,2320.10%9,268CommonNONE
69608A108PLTRPalantir Technologies Inc. Class A$849,6950.10%33,545CommonNONE
L1995B107CAAPCorporacion America Airports S.A.$845,0790.10%50,786CommonNONE
936772201WGROXWasatch Core Growth Fund$843,0610.10%9,674CommonNONE
501044101KRKroger Co.$841,9700.10%16,863CommonNONE
808513105SCHWCharles Schwab Corp$836,7500.10%11,355CommonNONE
7495271071RGREV Group, Inc.$831,4010.10%33,403CommonNONE
M40184208ELTKEltek Ltd$829,9300.10%85,121CommonNONE
464288679SHViShares Short Treasury Bond ETF$826,7610.10%7,482CommonNONE
71424F105PRPermian Resources Corporation Class A$822,7780.10%50,946CommonNONE
Y7542C130STNGScorpio Tankers Inc.$810,1360.10%9,966CommonNONE
464287200IVViShares Core S&P 500 ETF$809,9000.10%1,480CommonNONE
91324P102UNHUnitedHealth Group Incorporated$803,8690.09%1,579CommonNONE
882508104TXNTexas Instruments Incorporated$798,9260.09%4,107CommonNONE
574795100MASIMasimo Corporation$794,6810.09%6,310CommonNONE
655844108NSCNorfolk Southern Corporation$794,3530.09%3,700CommonNONE
025816109AXPAmerican Express Company$793,2900.09%3,426CommonNONE
09739D100BCCBoise Cascade Co.$789,7130.09%6,624CommonNONE
635906100NHCNational HealthCare Corporation$786,4420.09%7,255CommonNONE
464287796IYEiShares U.S. Energy ETF$771,1680.09%16,066CommonNONE
57636Q104MAMastercard Incorporated Class A$762,3240.09%1,728CommonNONE
380237107GDDYGoDaddy, Inc. Class A$761,2800.09%5,449CommonNONE
44951W106IESCIES Holdings, Inc.$733,8510.09%5,267CommonNONE
94106B101WCNWaste Connections, Inc.$728,7960.09%4,156CommonNONE
060505104BACBank of America Corp$725,5640.09%18,244CommonNONE
438516106HONHoneywell International Inc.$719,9190.08%3,371CommonNONE
292562105WIREEUREncore Wire Corporation$715,5900.08%2,469CommonNONE
002824100ABTAbbott Laboratories$712,8230.08%6,860CommonNONE
254687106DISWalt Disney Company$712,0220.08%7,171CommonNONE
512816109LAMRLamar Advertising Company Class A$709,3890.08%5,935CommonNONE
422806109HEIHEICO Corporation$708,8440.08%3,170CommonNONE
03820C105AITApplied Industrial Technologies, Inc.$694,3260.08%3,579CommonNONE
682680103OKEONEOK, Inc.$693,0660.08%8,499CommonNONE
983134107WYNNWynn Resorts, Limited$691,5670.08%7,727CommonNONE
45866F104ICEIntercontinental Exchange, Inc.$688,5570.08%5,030CommonNONE
03769M106APOApollo Global Management Inc$676,3050.08%5,728CommonNONE
031652100AMKRAmkor Technology, Inc.$673,2960.08%16,824CommonNONE
636180101NFGNational Fuel Gas Company$673,2020.08%12,423CommonNONE
237194105DRIDarden Restaurants, Inc.$672,0120.08%4,441CommonNONE
92826C839VVisa Inc. Class A$668,7740.08%2,548CommonNONE
75513E101RTXRTX Corporation$668,4830.08%6,659CommonNONE
Y8564W103Teekay Corporation$646,2710.08%72,048CommonNONE
78409V104SPGIS&P Global, Inc.$635,9960.07%1,426CommonNONE
904767704Unilever PLC Sponsored ADR$631,9450.07%11,492CommonNONE
464287804IJRiShares Core S&P Small Cap ETF$630,3610.07%5,910CommonNONE
697435105PANWPalo Alto Networks, Inc.$629,8810.07%1,858CommonNONE
458140100INTCIntel Corporation$624,9130.07%20,178CommonNONE
87936R205VIVTelefonica Brasil SA Sponsored ADR$613,9270.07%74,778CommonNONE
859241101STRLSterling Infrastructure, Inc.$602,9420.07%5,095CommonNONE
46090E103QQQInvesco QQQ Trust Series I$596,0130.07%1,244CommonNONE
911922102USLMUnited States Lime & Minerals, Inc.$594,3420.07%1,632CommonNONE
641069406NSRGYNestle S.A. Sponsored ADR$593,4930.07%5,793CommonNONE
110122108BMYBristol-Myers Squibb Company$591,8440.07%14,251CommonNONE
680223104ORIOld Republic International Corporation$589,5870.07%19,080CommonNONE
861896108SNEXStoneX Group Inc.$589,3760.07%7,826CommonNONE
56146T103MAMAMama's Creations, Inc.$587,4790.07%87,163CommonNONE
85208M102SFMSprouts Farmers Market, Inc.$577,5890.07%6,904CommonNONE
903899102ULBIUltralife Corporation$576,8890.07%54,321CommonNONE
406216101HALHalliburton Company$573,6520.07%16,982CommonNONE
00847J105AGYSAgilysys, Inc.$571,7290.07%5,490CommonNONE
97650W108WTFCWintrust Financial Corporation$567,0160.07%5,753CommonNONE
318672706FBPFirst Bancorp$565,8010.07%30,935CommonNONE
30225T102EXRExtra Space Storage Inc.$562,4420.07%3,619CommonNONE
637870106NSANational Storage Affiliates Trust$560,1800.07%13,590CommonNONE
750491102RDNTRadNet, Inc.$558,2670.07%9,475CommonNONE
464287788IYFiShares U.S. Financials ETF$547,3710.06%5,788CommonNONE
90400P101UGPUltrapar Participacoes S.A. Sponsored ADR$544,2090.06%139,184CommonNONE
88162G103TTEKTetra Tech, Inc.$535,5330.06%2,619CommonNONE
020764106AMRAlpha Metallurgical Resources, Inc.$531,3240.06%1,894CommonNONE
384556106GHMGraham Corporation$530,9570.06%18,855CommonNONE
988498101YUMYum! Brands, Inc.$528,3550.06%3,989CommonNONE
Y7388L103SBSafe Bulkers, Inc.$525,8430.06%90,351CommonNONE
46434G822EWJiShares MSCI Japan ETF$515,7580.06%7,558CommonNONE
45841N107IBKRInteractive Brokers Group, Inc. Class A$514,6750.06%4,198CommonNONE
883556102TMOThermo Fisher Scientific Inc.$508,7600.06%920CommonNONE
127097103CTRACoterra Energy Inc.$508,2240.06%19,056CommonNONE
09062X103BIIBBiogen Inc.$501,6580.06%2,164CommonNONE
916896103UECUranium Energy Corp.$497,5080.06%82,780CommonNONE
464287556IBBiShares Biotechnology ETF$489,3320.06%3,565CommonNONE
655663102NDSNNordson Corporation$487,5380.06%2,102CommonNONE
053015103ADPAutomatic Data Processing, Inc.$480,0850.06%2,011CommonNONE
69832A304PCRHYPanasonic Holdings Corporation Unsponsored ADR$479,6190.06%58,583CommonNONE
464287580IYCiShares U.S. Consumer Discretionary ETF$479,3890.06%5,898CommonNONE
464287762IYHiShares U.S. Healthcare ETF$479,3760.06%7,824CommonNONE
Y81669106GASSStealthGas Inc.$474,2730.06%64,527CommonNONE
682189105ONON Semiconductor Corporation$472,1720.06%6,888CommonNONE
427866108HSYHershey Company$470,3840.06%2,559CommonNONE
931142103WMTWalmart Inc.$468,2150.05%6,915CommonNONE
126402106CSWCSW Industrials, Inc.$466,9460.05%1,760CommonNONE
40701T104HBBHamilton Beach Brands Holding Co. Class A$466,4160.05%27,133CommonNONE
337345102QTECFirst Trust NASDAQ-100 Technology Sector Index Fund$466,4020.05%2,362CommonNONE
33734X127FXNFirst Trust Energy AlphaDEX Fund$466,3020.05%25,621CommonNONE
G02602103DOXAmdocs Limited$465,2330.05%5,895CommonNONE
609839105MPWRMonolithic Power Systems, Inc.$464,2490.05%565CommonNONE
913837100Universal Stainless & Alloy Products, Inc.$456,5340.05%16,674CommonNONE
372460105GPCGenuine Parts Company$456,4560.05%3,300CommonNONE
04010E109AGXArgan, Inc.$450,8120.05%6,162CommonNONE
Y2065G121DHTDHT Holdings, Inc.$445,0750.05%38,468CommonNONE
679580100ODFLOld Dominion Freight Line, Inc.$443,6190.05%2,512CommonNONE
872657101TPGTPG Inc Class A$425,3600.05%10,262CommonNONE
693506107PPGPPG Industries, Inc.$425,2560.05%3,378CommonNONE
717081103PFEPfizer Inc.$409,0120.05%14,618CommonNONE
423452101HPHelmerich & Payne, Inc.$400,0340.05%11,069CommonNONE
17275R102CSCOCisco Systems, Inc.$386,7880.05%8,141CommonNONE
38173M102GBDCGolub Capital BDC, Inc.$384,5970.05%24,481CommonNONE
101137107BSXBoston Scientific Corporation$382,7400.04%4,970CommonNONE
550021109LULUlululemon athletica inc.$369,7910.04%1,238CommonNONE
216648501COOCooper Companies, Inc.$365,4380.04%4,186CommonNONE
31620M106FISFidelity National Information Services, Inc.$361,2470.04%4,794CommonNONE
33748L101FWRGFirst Watch Restaurant Group, Inc.$360,7880.04%20,546CommonNONE
68389X105ORCLOracle Corporation$359,2130.04%2,544CommonNONE
209115104EDConsolidated Edison, Inc.$358,9980.04%4,015CommonNONE
801056102SANMSanmina Corporation$354,0400.04%5,344CommonNONE
374297109GTYGetty Realty Corp.$346,3920.04%12,993CommonNONE
565849106MRO*Marathon Oil Corporation$343,0940.04%11,967CommonNONE
677864100ODCOil-Dri Corporation of America$339,6770.04%5,300CommonNONE
666807102NOCNorthrop Grumman Corp.$337,6210.04%774CommonNONE
M7516K103NVMINova Ltd.$334,2050.04%1,425CommonNONE
718172109PMPhilip Morris International Inc.$330,3360.04%3,260CommonNONE
G85158106STNEStoneCo Ltd. Class A$323,2020.04%26,956CommonNONE
921908844VIGVanguard Dividend Appreciation ETF$315,1580.04%1,726CommonNONE
57686G105MATXMatson, Inc.$312,2320.04%2,384CommonNONE
007903107AMDAdvanced Micro Devices, Inc.$309,9830.04%1,911CommonNONE
922042775VEUVanguard FTSE All-World ex-US Index Fund$309,9710.04%5,286CommonNONE
36251C103GMS1EURGMS, Inc.$303,9000.04%3,770CommonNONE
701094104PHParker-Hannifin Corporation$303,4860.04%600CommonNONE
038923108ABRArbor Realty Trust Inc$289,8100.03%20,196CommonNONE
464288257ACWIiShares MSCI ACWI ETF$282,1240.03%2,510CommonNONE
147528103CASYCasey's General Stores, Inc.$281,5910.03%738CommonNONE
26614N102DDDuPont de Nemours, Inc.$274,9540.03%3,416CommonNONE
18507C103CLPTClearPoint Neuro, Inc.$269,5000.03%50,000CommonNONE
73328P106POAHYPorsche Automobil Holding SE Unsponsored ADR$264,6540.03%58,500CommonNONE
03076C106AMPAmeriprise Financial, Inc.$262,7220.03%615CommonNONE
038222105AMATApplied Materials, Inc.$260,9440.03%1,106CommonNONE
502117203LRLCYL'Oreal S.A.Unsponsored ADR$260,6090.03%2,965CommonNONE
G0403H108AONAon Plc Class A$251,0110.03%855CommonNONE
631103108NDAQNasdaq, Inc.$250,2890.03%4,153CommonNONE
09260D107BXBlackstone Inc.$247,6000.03%2,000CommonNONE
428103105HESMHess Midstream LP Class A$247,0630.03%6,780CommonNONE
58155Q103MCKMcKesson Corporation$245,8810.03%421CommonNONE
03783C100APPFAppFolio Inc Class A$244,5700.03%1,000CommonNONE
46428Q109SLViShares Silver Trust$241,4150.03%9,086CommonNONE
645827205IDRIdaho Strategic Resources Inc$240,0710.03%24,348CommonNONE
70932M107PFSIPennyMac Financial Services, Inc.$236,5000.03%2,500CommonNONE
29271Q103ESOAEnergy Services of America Corporation$234,7050.03%32,780CommonNONE
026874784AIGAmerican International Group, Inc.$233,8560.03%3,150CommonNONE
056525108BMIBadger Meter, Inc.$224,5520.03%1,205CommonNONE
98419M100XYLXylem Inc.$223,5980.03%1,649CommonNONE
81369Y308XLPConsumer Staples Select Sector SPDR Fund$222,7710.03%2,909CommonNONE
05550J101BJBJ's Wholesale Club Holdings, Inc.$217,6680.03%2,478CommonNONE
595017104MCHPMicrochip Technology Incorporated$217,4040.03%2,376CommonNONE
94106L109WMWaste Management, Inc.$217,1340.03%1,018CommonNONE
126650100CVSCVS Health Corporation$217,0460.03%3,675CommonNONE
874039100TSMTaiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR$216,9150.03%1,248CommonNONE
14888U101CPRXCatalyst Pharmaceuticals, Inc.$216,7360.03%13,992CommonNONE
M6158M104ITRNIturan Location and Control Ltd.$216,4620.03%8,785CommonNONE
665531307NOGNorthern Oil and Gas, Inc.$212,7240.02%5,723CommonNONE
461202103INTUIntuit Inc.$212,2790.02%323CommonNONE
87161C501SYU1Synovus Financial Corp.$209,3100.02%5,208CommonNONE
576323109MTZMasTec, Inc.$208,0960.02%1,945CommonNONE
872590104TMUST-Mobile US, Inc.$207,0120.02%1,175CommonNONE
665809109NTICNorthern Technologies International Corporation$165,6000.02%10,000CommonNONE
37247D106GNWGenworth Financial, Inc.$164,9340.02%27,307CommonNONE
185899101CLFCleveland-Cliffs Inc$157,6860.02%10,246CommonNONE
97717P104WTWisdomTree, Inc.$149,7200.02%15,108CommonNONE
17253J106CIFRCipher Mining Inc$149,2590.02%35,966CommonNONE
G0457F107ARCOArcos Dorados Holdings, Inc. Class A$145,9440.02%16,216CommonNONE
86722A103SXCSunCoke Energy, Inc.$110,1520.01%11,240CommonNONE
74316X101PFIEEURProfire Energy, Inc.$73,9280.01%52,062CommonNONE
24477E103DHDefinitive Healthcare Corp. Class A$65,5200.01%12,000CommonNONE
P8696W104SVASinovac Biotech Ltd.$014,167CommonNONE

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.