MondegarAI
NAVELLIER & ASSOCIATES INC

Q3 2024 · 13F-HR

NAVELLIER & ASSOCIATES INCholdings as filed

Filed 2024-11-12 · accession 0001104659-24-116385

$737.7M
Reported value
317
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA Corporation$67.3M9.13%554,385CommonNONE
29084Q100EMEEMCOR Group, Inc.$26.2M3.55%60,815CommonNONE
532457108LLYEli Lilly and Company$22.1M3.00%24,971CommonNONE
22160K105COSTCostco Wholesale Corporation$19.2M2.60%21,640CommonNONE
74762E102QUREQuanta Services, Inc.$17.6M2.38%58,877CommonNONE
86800U302SMCISuper Micro Computer, Inc.$15.3M2.07%36,675CommonNONE
670100205NVONovo Nordisk A/S Sponsored ADR Class B$14.1M1.91%118,465CommonNONE
594918104MSFTMicrosoft Corporation$13.8M1.87%32,101CommonNONE
889478103TOLToll Brothers, Inc.$13.7M1.86%88,906CommonNONE
037833100AAPLApple Inc.$13.4M1.82%57,634CommonNONE
92840M102VSTVistra Corp.$13.0M1.76%109,278CommonNONE
191098102COKECoca-Cola Consolidated, Inc.$11.7M1.59%8,909CommonNONE
V7780T103RCLRoyal Caribbean Group$10.9M1.47%61,215CommonNONE
743315103PGRProgressive Corporation$9.3M1.26%36,594CommonNONE
92537N108VRTVertiv Holdings Co. Class A$9.1M1.24%91,741CommonNONE
87612G101TRGPTarga Resources Corp.$8.8M1.20%59,704CommonNONE
70202L102PSNParsons Corporation$8.5M1.15%82,071CommonNONE
30231G102XOMExxon Mobil Corporation$8.3M1.12%70,752CommonNONE
22788C105CRWDCrowdStrike Holdings, Inc. Class A$7.6M1.03%26,993CommonNONE
G29183103ETNEaton Corp. Plc$7.3M0.99%22,025CommonNONE
443201108HWMHowmet Aerospace Inc.$6.8M0.93%68,094CommonNONE
00287Y109ABBVAbbVie, Inc.$6.7M0.90%33,723CommonNONE
718546104PSXPhillips 66$6.3M0.85%47,759CommonNONE
002896207ANFAbercrombie & Fitch Co. Class A$6.2M0.84%44,302CommonNONE
30303M102METAMeta Platforms Inc Class A$6.1M0.83%10,694CommonNONE
020002101ALLAllstate Corporation$5.9M0.80%31,164CommonNONE
N3167Y103RACEFerrari NV$5.7M0.77%12,026CommonNONE
040413106ANETEURArista Networks, Inc.$5.6M0.76%14,689CommonNONE
05464C101AXONAxon Enterprise Inc$5.5M0.75%13,878CommonNONE
872590104TMUST-Mobile US, Inc.$5.4M0.73%26,264CommonNONE
64110D104NTAPNetApp, Inc.$5.4M0.73%43,795CommonNONE
20825C104COPConocoPhillips$5.3M0.73%50,801CommonNONE
92532F100VRTXVertex Pharmaceuticals Incorporated$5.1M0.70%11,032CommonNONE
142339100CSLCarlisle Companies Incorporated$5.1M0.69%11,394CommonNONE
713448108PEPPepsiCo, Inc.$5.1M0.69%29,773CommonNONE
739128106POWLPowell Industries, Inc.$4.9M0.66%22,073CommonNONE
45765U103NSITInsight Enterprises, Inc.$4.8M0.65%22,433CommonNONE
40171V100GWREGuidewire Software, Inc.$4.8M0.65%26,331CommonNONE
031162100AMGNAmgen Inc.$4.8M0.65%14,817CommonNONE
199908104FIXComfort Systems USA, Inc.$4.7M0.64%12,151CommonNONE
008474108AEMAgnico Eagle Mines Limited$4.6M0.63%57,672CommonNONE
67059N108NTNXNutanix, Inc. Class A$4.6M0.62%77,757CommonNONE
446413106HIIHuntington Ingalls Industries, Inc.$4.5M0.61%17,141CommonNONE
243537107DECKDeckers Outdoor Corporation$4.5M0.61%28,015CommonNONE
144285103CRSCarpenter Technology Corporation$4.4M0.59%27,389CommonNONE
03957W106AROCArchrock Inc.$4.3M0.59%214,654CommonNONE
03073E105CORCencora, Inc.$4.3M0.59%19,277CommonNONE
974155103WINGWingstop, Inc.$4.1M0.56%9,938CommonNONE
457187102INGRIngredion Incorporated$3.9M0.53%28,536CommonNONE
099502106BAHBooz Allen Hamilton Holding Corporation Class A$3.7M0.50%22,643CommonNONE
742718109PGProcter & Gamble Company$3.7M0.50%21,257CommonNONE
913456109UVVUniversal Corp$3.6M0.49%68,702CommonNONE
01973R101ALSNAllison Transmission Holdings, Inc.$3.6M0.48%37,066CommonNONE
539830109LMTLockheed Martin Corporation$3.5M0.47%5,976CommonNONE
927959106VNOMUSDViper Energy, Inc.$3.5M0.47%77,310CommonNONE
G0450A105ACGLArch Capital Group Ltd.$3.4M0.47%30,745CommonNONE
369550108GDGeneral Dynamics Corporation$3.4M0.46%11,286CommonNONE
26875P101EOGEOG Resources, Inc.$3.3M0.45%26,910CommonNONE
023135106AMZNAmazon.com, Inc.$3.3M0.45%17,716CommonNONE
767204100RIORio Tinto plc Sponsored ADR$3.3M0.45%46,358CommonNONE
V5633W109MMYTMakeMyTrip Ltd.$3.2M0.44%34,535CommonNONE
194162103CLColgate-Palmolive Company$3.2M0.43%30,718CommonNONE
893641100TDGTransDigm Group Incorporated$3.1M0.42%2,182CommonNONE
011532108AGIAlamos Gold Inc.$3.1M0.42%155,693CommonNONE
65336K103NXSTNexstar Media Group, Inc.$3.0M0.41%18,336CommonNONE
33734X135FXOFirst Trust Financials AlphaDEX Fund$3.0M0.41%59,065CommonNONE
33733E203FBTFirst Trust NYSE Arca Biotechnology Index Fund$3.0M0.40%17,159CommonNONE
464288885EFGiShares MSCI EAFE Growth ETF$2.9M0.39%26,633CommonNONE
316092808FTECFidelity MSCI Information Technology Index ETF$2.8M0.38%16,100CommonNONE
05605H100BWXTBWX Technologies, Inc.$2.8M0.38%25,658CommonNONE
478160104JNJJohnson & Johnson$2.8M0.38%17,177CommonNONE
33734X150FXRFirst Trust Industrials/Producer Durables AlphaDEX Fund$2.7M0.37%36,121CommonNONE
33734X143FXHFirst Trust Health Care AlphaDEX Fund$2.7M0.37%24,432CommonNONE
33734X101FXDFirst Trust Consumer Discretionary AlphaDEX Fund$2.7M0.37%43,128CommonNONE
11135F101AVGOBroadcom Inc.$2.7M0.37%15,796CommonNONE
166764100CVXChevron Corporation$2.7M0.37%18,310CommonNONE
12514G108CDWCDW Corporation$2.7M0.36%11,714CommonNONE
Y2106R110LPGDorian LPG Ltd.$2.6M0.36%76,726CommonNONE
494368103KMBKimberly-Clark Corporation$2.6M0.35%18,281CommonNONE
33734X119FXGFirst Trust Consumer Staples AlphaDEX Fund$2.6M0.35%37,903CommonNONE
91913Y100VLOValero Energy Corporation$2.6M0.35%19,034CommonNONE
453038408IMOImperial Oil Limited$2.6M0.35%36,318CommonNONE
M2682V108CYBRCyberArk Software Ltd.$2.4M0.32%8,069CommonNONE
G87110105FTITechnipFMC plc$2.2M0.30%84,500CommonNONE
92847W103VITLVital Farms, Inc.$2.1M0.28%59,683CommonNONE
629377508NRGNRG Energy, Inc.$2.1M0.28%22,868CommonNONE
913915104UTIUniversal Technical Institute, Inc.$2.0M0.28%125,109CommonNONE
630402105NSSCNAPCO Security Technologies, Inc.$1.9M0.26%48,043CommonNONE
464288877EFViShares MSCI EAFE Value ETF$1.9M0.26%33,333CommonNONE
125141101CECOCECO Environmental Corp.$1.9M0.25%66,387CommonNONE
902673102UFPTUFP Technologies, Inc.$1.8M0.25%5,813CommonNONE
548661107LOWLowe's Companies, Inc.$1.8M0.25%6,796CommonNONE
Y73760400SHIPSeanergy Maritime Holdings Corp.$1.8M0.25%146,894CommonNONE
902252105TYLTyler Technologies, Inc.$1.8M0.25%3,125CommonNONE
46625H100JPMJPMorgan Chase & Co.$1.8M0.25%8,640CommonNONE
482480100KLACKLA Corporation$1.8M0.24%2,306CommonNONE
78473E103SPXCSPX Technologies, Inc.$1.7M0.24%10,893CommonNONE
437076102HDHome Depot, Inc.$1.7M0.23%4,246CommonNONE
89055F103BLDTopBuild Corp.$1.7M0.23%4,208CommonNONE
78462F103SPYSPDR S&P 500 ETF Trust$1.7M0.23%2,897CommonNONE
00724F101ADBEAdobe Inc.$1.6M0.22%3,130CommonNONE
25278X109FANGDiamondback Energy, Inc.$1.6M0.22%9,360CommonNONE
907818108UNPUnion Pacific Corporation$1.6M0.22%6,473CommonNONE
02079K305GOOGLAlphabet Inc. Class A$1.6M0.22%9,595CommonNONE
580135101MCDMcDonald's Corporation$1.6M0.21%5,155CommonNONE
191216100KOCoca-Cola Company$1.6M0.21%21,593CommonNONE
81762P102NOWServiceNow, Inc.$1.5M0.21%1,707CommonNONE
20451Q104CODICompass Diversified Holdings$1.5M0.20%65,995CommonNONE
58933Y105MRKMerck & Co., Inc.$1.4M0.20%12,718CommonNONE
49714P108KNSLKinsale Capital Group, Inc.$1.4M0.19%3,051CommonNONE
980745103WWDWoodward, Inc.$1.4M0.19%8,230CommonNONE
70439P108PAYPaymentus Holdings, Inc Class A$1.4M0.19%69,463CommonNONE
553530106MSMMSC Industrial Direct Co., Inc. Class A$1.4M0.18%15,805CommonNONE
79466L302CRMSalesforce, Inc.$1.3M0.18%4,830CommonNONE
29082A107EMBJEmbraer S.A. Sponsored ADR$1.3M0.17%35,410CommonNONE
204448104BVNCompania de Minas Buenaventura SAA Sponsored ADR$1.2M0.17%89,416CommonNONE
464287721IYWiShares U.S. Technology ETF$1.2M0.17%8,075CommonNONE
78435P105SEZLSezzle Inc.$1.2M0.17%7,136CommonNONE
722304102PDDPDD Holdings Inc. Sponsored ADR Class A$1.2M0.16%8,687CommonNONE
780259305SHELShell Plc Sponsored ADR$1.2M0.16%17,646CommonNONE
91851C201EGYVAALCO Energy, Inc.$1.1M0.16%199,725CommonNONE
464287754IYJiShares U.S. Industrials ETF$1.1M0.15%8,196CommonNONE
077347300BELFBBel Fuse Inc. Class B$1.1M0.15%13,937CommonNONE
624756102MLIMueller Industries, Inc.$1.1M0.15%14,563CommonNONE
217204106CPRTCopart, Inc.$1.1M0.15%20,516CommonNONE
92343V104VZVerizon Communications Inc.$1.1M0.14%23,588CommonNONE
Y41053102INSWInternational Seaways, Inc.$1.1M0.14%20,449CommonNONE
830940102SKWDSkyward Specialty Insurance Group, Inc.$1.1M0.14%25,804CommonNONE
115233793BIAUXBrown Advisory Small-Cap Fundamental Value Fund Investor Shs$1.0M0.14%31,438CommonNONE
830879102SKYWSkyWest, Inc$1.0M0.14%12,303CommonNONE
65339F101NEENextEra Energy, Inc.$1.0M0.14%12,000CommonNONE
464287507IJHiShares Core S&P Mid-Cap ETF$1.0M0.14%16,075CommonNONE
10552T107P5YBRF SA Sponsored ADR$999,5460.14%228,729CommonNONE
88642R109TDWTidewater Inc$994,2200.13%13,849CommonNONE
40416E103HCIHCI Group, Inc.$979,7060.13%9,151CommonNONE
02079K107GOOGAlphabet Inc. Class C$974,7180.13%5,830CommonNONE
Y0207T100ASCArdmore Shipping Corp.$967,6080.13%53,459CommonNONE
913837100Universal Stainless & Alloy Products, Inc.$967,2950.13%25,040CommonNONE
69608A108PLTRPalantir Technologies Inc. Class A$964,9310.13%25,939CommonNONE
81369Y605XLFFinancial Select Sector SPDR Fund$961,3730.13%21,213CommonNONE
936772201WGROXWasatch Core Growth Fund$937,7660.13%9,674CommonNONE
91324P102UNHUnitedHealth Group Incorporated$925,5110.13%1,583CommonNONE
655844108NSCNorfolk Southern Corporation$919,4500.12%3,700CommonNONE
81369Y407XLYConsumer Discretionary Select Sector SPDR Fund$919,2980.12%4,588CommonNONE
459200101IBMInternational Business Machines Corporation$908,7380.12%4,110CommonNONE
607828100MODModine Manufacturing Company$905,3620.12%6,818CommonNONE
858119100STLDSteel Dynamics, Inc.$900,9680.12%7,146CommonNONE
464287697IDUiShares U.S. Utilities ETF$898,4900.12%8,807CommonNONE
Y8162K204SBLKStar Bulk Carriers Corp.$892,1180.12%37,658CommonNONE
464286509EWCiShares MSCI Canada ETF$885,0820.12%21,317CommonNONE
284902509EGOEldorado Gold Corporation$878,1400.12%50,555CommonNONE
032654105ADIAnalog Devices, Inc.$876,9480.12%3,810CommonNONE
70805E109PNTGPennant Group Inc$874,1500.12%24,486CommonNONE
253393102DKSDick's Sporting Goods, Inc.$866,7310.12%4,153CommonNONE
81369Y308XLPConsumer Staples Select Sector SPDR Fund$862,9510.12%10,397CommonNONE
464287200IVViShares Core S&P 500 ETF$853,6940.12%1,480CommonNONE
57636Q104MAMastercard Incorporated Class A$853,2860.12%1,728CommonNONE
882508104TXNTexas Instruments Incorporated$850,0110.12%4,115CommonNONE
81369Y209XLVHealth Care Select Sector SPDR Fund$846,3400.11%5,495CommonNONE
55354G100MSCIMSCI Inc. Class A$843,5000.11%1,447CommonNONE
465741106ITRIItron, Inc.$831,3020.11%7,783CommonNONE
922042874VGKVanguard FTSE Europe ETF$820,1380.11%11,535CommonNONE
45866F104ICEIntercontinental Exchange, Inc.$808,0190.11%5,030CommonNONE
75513E101RTXRTX Corporation$807,2670.11%6,663CommonNONE
M20791105CAMTCamtek Ltd$805,3670.11%10,086CommonNONE
04010E109AGXArgan, Inc.$803,6300.11%7,923CommonNONE
645827205IDRIdaho Strategic Resources Inc$800,5590.11%49,817CommonNONE
670837103OGEOGE Energy Corp.$784,6360.11%19,128CommonNONE
002824100ABTAbbott Laboratories$782,1090.11%6,860CommonNONE
501044101KRKroger Co.$755,7870.10%13,190CommonNONE
172967424CCitigroup Inc.$751,0750.10%11,998CommonNONE
Y7542C130STNGScorpio Tankers Inc.$746,7960.10%10,474CommonNONE
904767704Unilever PLC Sponsored ADR$746,5200.10%11,492CommonNONE
94106B101WCNWaste Connections, Inc.$743,1760.10%4,156CommonNONE
72147K108PPCPilgrim's Pride Corporation$736,9840.10%16,004CommonNONE
78409V104SPGIS&P Global, Inc.$736,7000.10%1,426CommonNONE
53263P105LMBLimbach Holdings, Inc.$736,0080.10%9,715CommonNONE
09739D100BCCBoise Cascade Co.$709,8340.10%5,035CommonNONE
92826C839VVisa Inc. Class A$700,5730.09%2,548CommonNONE
464287804IJRiShares Core S&P Small Cap ETF$691,2340.09%5,910CommonNONE
G7738W106SFLSFL Corporation Limited$682,4330.09%58,983CommonNONE
G4809J106IGICInternational General Insurance Holdings Ltd.$681,0740.09%35,846CommonNONE
682680103OKEONEOK, Inc.$640,3190.09%7,026CommonNONE
697435105PANWPalo Alto Networks, Inc.$635,0640.09%1,858CommonNONE
62482R10707WAMr. Cooper Group, Inc.$631,4330.09%6,850CommonNONE
422806109HEIHEICO Corporation$630,1670.09%2,410CommonNONE
750491102RDNTRadNet, Inc.$628,7430.09%9,061CommonNONE
380237107GDDYGoDaddy, Inc. Class A$621,4760.08%3,964CommonNONE
512816109LAMRLamar Advertising Company Class A$617,8260.08%4,624CommonNONE
594972408MSTRMicroStrategy Incorporated Class A$613,5350.08%3,639CommonNONE
76156B107RVLVRevolve Group, Inc Class A$612,1400.08%24,703CommonNONE
03820C105AITApplied Industrial Technologies, Inc.$608,9220.08%2,729CommonNONE
44951W106IESCIES Holdings, Inc.$606,2460.08%3,037CommonNONE
438516106HONHoneywell International Inc.$596,4570.08%2,885CommonNONE
526057104LENLennar Corporation Class A$594,3120.08%3,170CommonNONE
636180101NFGNational Fuel Gas Company$587,9860.08%9,701CommonNONE
641069406NSRGYNestle S.A. Sponsored ADR$583,1810.08%5,793CommonNONE
30161Q104EXELExelixis, Inc.$572,7160.08%22,070CommonNONE
883556102TMOThermo Fisher Scientific Inc.$569,0840.08%920CommonNONE
18507C103CLPTClearPoint Neuro, Inc.$560,5000.08%50,000CommonNONE
988498101YUMYum! Brands, Inc.$560,0360.08%4,009CommonNONE
71424F105PRPermian Resources Corporation Class A$551,9260.07%40,553CommonNONE
237194105DRIDarden Restaurants, Inc.$547,5380.07%3,336CommonNONE
03769M106APOApollo Global Management Inc$544,8570.07%4,362CommonNONE
254687106DISWalt Disney Company$544,5320.07%5,661CommonNONE
7495271071RGREV Group, Inc.$542,4840.07%19,333CommonNONE
46434G822EWJiShares MSCI Japan ETF$540,6990.07%7,558CommonNONE
635906100NHCNational HealthCare Corporation$538,2960.07%4,280CommonNONE
680223104ORIOld Republic International Corporation$529,0290.07%14,936CommonNONE
318672706FBPFirst Bancorp$527,5350.07%24,919CommonNONE
970646105WLFCWillis Lease Finance Corporation$525,1500.07%3,529CommonNONE
808513105SCHWCharles Schwab Corp$524,9610.07%8,100CommonNONE
110122108BMYBristol-Myers Squibb Company$522,5740.07%10,100CommonNONE
609839105MPWRMonolithic Power Systems, Inc.$522,3420.07%565CommonNONE
30225T102EXRExtra Space Storage Inc.$518,4790.07%2,877CommonNONE
90400P101UGPUltrapar Participacoes S.A. Sponsored ADR$515,3380.07%132,819CommonNONE
025816109AXPAmerican Express Company$515,2800.07%1,900CommonNONE
637870106NSANational Storage Affiliates Trust$512,7320.07%10,638CommonNONE
060505104BACBank of America Corp$507,9040.07%12,800CommonNONE
861896108SNEXStoneX Group Inc.$501,4330.07%6,124CommonNONE
679580100ODFLOld Dominion Freight Line, Inc.$498,9840.07%2,512CommonNONE
78463V107GLDSPDR Gold Shares$496,0850.07%2,041CommonNONE
87422Q109TLNTalen Energy Corp$494,2600.07%2,773CommonNONE
126389105CSPICSP Inc.$493,9580.07%38,026CommonNONE
427866108HSYHershey Company$492,7180.07%2,569CommonNONE
40701T104HBBHamilton Beach Brands Holding Co. Class A$477,6900.06%15,698CommonNONE
372460105GPCGenuine Parts Company$470,1630.06%3,366CommonNONE
88162G103TTEKTetra Tech, Inc.$469,7140.06%9,960CommonNONE
911922102USLMUnited States Lime & Minerals, Inc.$469,6470.06%4,809CommonNONE
Y7388L103SBSafe Bulkers, Inc.$451,2760.06%87,119CommonNONE
872657101TPGTPG Inc Class A$449,1980.06%7,804CommonNONE
693506107PPGPPG Industries, Inc.$447,4500.06%3,378CommonNONE
45841N107IBKRInteractive Brokers Group, Inc. Class A$447,2060.06%3,209CommonNONE
50216C108LYTSLSI Industries Inc.$440,5560.06%27,279CommonNONE
859241101STRLSterling Infrastructure, Inc.$435,7850.06%3,005CommonNONE
053015103ADPAutomatic Data Processing, Inc.$434,3150.06%1,569CommonNONE
928254101VIRTVirtu Financial, Inc. Class A$432,1970.06%14,189CommonNONE
26856L103ELFe.l.f. Beauty, Inc.$432,0860.06%3,963CommonNONE
Y81669106GASSStealthGas Inc.$423,8950.06%62,246CommonNONE
717081103PFEPfizer Inc.$423,0450.06%14,618CommonNONE
655663102NDSNNordson Corporation$419,6830.06%1,598CommonNONE
09062X103BIIBBiogen Inc.$419,4700.06%2,164CommonNONE
G02602103DOXAmdocs Limited$419,2040.06%4,792CommonNONE
101137107BSXBoston Scientific Corporation$416,4860.06%4,970CommonNONE
031652100AMKRAmkor Technology, Inc.$410,5910.06%13,418CommonNONE
666807102NOCNorthrop Grumman Corp.$410,5320.06%777CommonNONE
Y1771G102CMRECostamare Inc.$408,0440.06%25,957CommonNONE
916896103UECUranium Energy Corp.$405,3200.05%65,269CommonNONE
31620M106FISFidelity National Information Services, Inc.$402,0160.05%4,800CommonNONE
85208M102SFMSprouts Farmers Market, Inc.$397,9180.05%3,604CommonNONE
693718108PCARPACCAR Inc$397,8780.05%4,032CommonNONE
97650W108WTFCWintrust Financial Corporation$397,4370.05%3,662CommonNONE
718172109PMPhilip Morris International Inc.$395,7640.05%3,260CommonNONE
G8726T105TKTeekay Corporation Ltd$393,8700.05%42,812CommonNONE
458140100INTCIntel Corporation$386,9490.05%16,494CommonNONE
68389X105ORCLOracle Corporation$381,0140.05%2,236CommonNONE
126402106CSWCSW Industrials, Inc.$380,6790.05%1,039CommonNONE
701094104PHParker-Hannifin Corporation$379,0920.05%600CommonNONE
12763L105CDRECadre Holdings, Inc.$377,5270.05%9,948CommonNONE
285409108ELMDElectromed, Inc.$368,4250.05%17,160CommonNONE
00847J105AGYSAgilysys, Inc.$357,8570.05%3,284CommonNONE
216648501COOCooper Companies, Inc.$352,3160.05%3,193CommonNONE
921908844VIGVanguard Dividend Appreciation ETF$343,6210.05%1,735CommonNONE
209115104EDConsolidated Edison, Inc.$326,9750.04%3,140CommonNONE
384556106GHMGraham Corporation$326,3780.04%11,030CommonNONE
931142103WMTWalmart Inc.$325,1800.04%4,027CommonNONE
17275R102CSCOCisco Systems, Inc.$323,8970.04%6,086CommonNONE
946760105CLMBClimb Global Solutions, Inc.$322,2110.04%3,237CommonNONE
96924N100WLDNWilldan Group, Inc.$319,9420.04%7,813CommonNONE
374297109GTYGetty Realty Corp.$314,7920.04%9,896CommonNONE
57686G105MATXMatson, Inc.$310,4840.04%2,177CommonNONE
29271Q103ESOAEnergy Services of America Corporation$309,8710.04%32,618CommonNONE
09260D107BXBlackstone Inc.$306,2600.04%2,000CommonNONE
26614N102DDDuPont de Nemours, Inc.$304,4000.04%3,416CommonNONE
631103108NDAQNasdaq, Inc.$304,2490.04%4,167CommonNONE
007903107AMDAdvanced Micro Devices, Inc.$304,2040.04%1,854CommonNONE
M7516K103NVMINova Ltd.$296,8840.04%1,425CommonNONE
G0403H108AONAon Plc Class A$295,8210.04%855CommonNONE
192108504CDECoeur Mining, Inc.$294,1340.04%42,752CommonNONE
903899102ULBIUltralife Corporation$292,3990.04%32,345CommonNONE
03076C106AMPAmeriprise Financial, Inc.$288,9330.04%615CommonNONE
70932M107PFSIPennyMac Financial Services, Inc.$284,9250.04%2,500CommonNONE
095306106BLBDBlue Bird Corporation$284,8820.04%5,940CommonNONE
020764106AMRAlpha Metallurgical Resources, Inc.$282,7070.04%1,197CommonNONE
Y2065G121DHTDHT Holdings, Inc.$281,6510.04%25,535CommonNONE
38173M102GBDCGolub Capital BDC, Inc.$281,5600.04%18,634CommonNONE
038923108ABRArbor Realty Trust Inc$280,3080.04%18,015CommonNONE
801056102SANMSanmina Corporation$279,5500.04%4,084CommonNONE
20854L108CEIXEURCONSOL Energy Inc$277,7410.04%2,654CommonNONE
147528103CASYCasey's General Stores, Inc.$277,2740.04%738CommonNONE
502117203LRLCYL'Oreal S.A.Unsponsored ADR$266,0820.04%2,965CommonNONE
14448C104CARRCarrier Global Corp.$250,3240.03%3,110CommonNONE
73328P106POAHYPorsche Automobil Holding SE Unsponsored ADR$250,0160.03%54,529CommonNONE
14888U101CPRXCatalyst Pharmaceuticals, Inc.$244,4050.03%12,294CommonNONE
576323109MTZMasTec, Inc.$239,4300.03%1,945CommonNONE
565849106MRO*Marathon Oil Corporation$239,0310.03%8,976CommonNONE
03783C100APPFAppFolio Inc Class A$235,4000.03%1,000CommonNONE
87161C501SYU1Synovus Financial Corp.$231,6000.03%5,208CommonNONE
126650100CVSCVS Health Corporation$231,0840.03%3,675CommonNONE
G85158106STNEStoneCo Ltd. Class A$230,8190.03%20,499CommonNONE
026874784AIGAmerican International Group, Inc.$230,6740.03%3,150CommonNONE
98419M100XYLXylem Inc.$223,2060.03%1,653CommonNONE
038222105AMATApplied Materials, Inc.$220,8670.03%1,093CommonNONE
G1151C101ACNAccenture Plc Class A$215,6230.03%610CommonNONE
94106L109WMWaste Management, Inc.$211,7190.03%1,020CommonNONE
23331A109DHID.R. Horton, Inc.$209,8470.03%1,100CommonNONE
34959E109FTNTFortinet, Inc.$203,5690.03%2,625CommonNONE
461202103INTUIntuit Inc.$200,5830.03%323CommonNONE
G0457F107ARCOArcos Dorados Holdings, Inc. Class A$179,2660.02%20,558CommonNONE
37247D106GNWGenworth Financial, Inc.$169,1060.02%24,687CommonNONE
M40184208ELTKEltek Ltd$163,8900.02%15,022CommonNONE
97717P104WTWisdomTree, Inc.$136,5630.02%13,670CommonNONE
17253J106CIFRCipher Mining Inc$125,8450.02%32,518CommonNONE
665809109NTICNorthern Technologies International Corporation$122,9000.02%10,000CommonNONE
86722A103SXCSunCoke Energy, Inc.$88,2840.01%10,171CommonNONE
24477E103DHDefinitive Healthcare Corp. Class A$44,7000.01%10,000CommonNONE
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.