MondegarAI
NAVELLIER & ASSOCIATES INC

Q3 2025 · 13F-HR

NAVELLIER & ASSOCIATES INCholdings as filed

Filed 2025-11-06 · accession 0001104659-25-107454

$985.9M
Reported value
354
Positions
2025-09-30
Period end
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The Brief · NAVELLIER & ASSOCIATES INC · Q3 2025

AI · grounded in 13F

NAVELLIER & ASSOCIATES INC established a new position in NVDA valued at $107.4M. The fund also initiated new stakes in EME for $21.6M and LLY for $19.9M. Additional new positions include QURE, RCL, and COST. The fund ended the period with 354 positions and total AUM of $985.9M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA Corporation$107.4M10.9%575,566CommonNONE
29084Q100EMEEMCOR Group, Inc.$21.6M2.19%33,279CommonNONE
532457108LLYEli Lilly and Company$19.9M2.01%26,020CommonNONE
74762E102QUREQuanta Services, Inc.$19.8M2.01%47,764CommonNONE
V7780T103RCLRoyal Caribbean Group$19.4M1.97%59,907CommonNONE
22160K105COSTCostco Wholesale Corporation$18.8M1.91%20,363CommonNONE
03831W108APPAppLovin Corp. Class A$17.3M1.76%24,135CommonNONE
69608A108PLTRPalantir Technologies Inc. Class A$16.0M1.63%87,970CommonNONE
199908104FIXComfort Systems USA, Inc.$15.7M1.60%19,072CommonNONE
443201108HWMHowmet Aerospace Inc.$15.3M1.56%78,174CommonNONE
86800U302SMCISuper Micro Computer, Inc.$15.1M1.53%313,986CommonNONE
496902404KGCKinross Gold Corporation$13.4M1.36%540,017CommonNONE
144285103CRSCarpenter Technology Corporation$12.8M1.30%52,165CommonNONE
037833100AAPLApple Inc.$12.4M1.26%48,871CommonNONE
30231G102XOMExxon Mobil Corporation$11.4M1.16%101,450CommonNONE
770700102HOODRobinhood Markets, Inc. Class A$11.4M1.16%79,577CommonNONE
87612G101TRGPTarga Resources Corp.$10.9M1.10%64,901CommonNONE
931142103WMTWalmart Inc.$10.8M1.10%104,982CommonNONE
008474108AEMAgnico Eagle Mines Limited$10.8M1.09%63,801CommonNONE
92537N108VRTVertiv Holdings Co. Class A$10.5M1.07%69,635CommonNONE
04010E109AGXArgan, Inc.$10.4M1.05%38,442CommonNONE
05464C101AXONAxon Enterprise Inc$10.2M1.04%14,272CommonNONE
594918104MSFTMicrosoft Corporation$10.1M1.03%19,560CommonNONE
00766T100ACMAECOM$10.1M1.02%77,330CommonNONE
011532108AGIAlamos Gold Inc.$9.8M1.00%282,233CommonNONE
743315103PGRProgressive Corporation$9.8M0.99%39,606CommonNONE
093712107BEBloom Energy Corporation Class A$9.4M0.96%111,511CommonNONE
40171V100GWREGuidewire Software, Inc.$8.1M0.82%35,094CommonNONE
30303M102METAMeta Platforms Inc Class A$8.0M0.81%10,843CommonNONE
M3760D101ESLTElbit Systems Ltd$7.8M0.79%15,227CommonNONE
00287Y109ABBVAbbVie, Inc.$7.2M0.73%31,210CommonNONE
30161Q104EXELExelixis, Inc.$7.1M0.72%172,314CommonNONE
718546104PSXPhillips 66$6.6M0.67%48,888CommonNONE
73933G202PSIXPower Solutions International, Inc.$6.3M0.64%64,160CommonNONE
03957W106AROCArchrock Inc.$6.3M0.64%239,299CommonNONE
90353W103UIUbiquiti Inc.$6.2M0.63%9,369CommonNONE
128030202CALMCal-Maine Foods, Inc.$6.1M0.62%64,575CommonNONE
67059N108NTNXNutanix, Inc. Class A$6.0M0.61%81,167CommonNONE
03073E105CORCencora, Inc.$5.8M0.59%18,688CommonNONE
830879102SKYWSkyWest, Inc$5.7M0.58%56,563CommonNONE
146869102CVNACarvana Co. Class A$5.7M0.58%15,036CommonNONE
N3167Y103RACEFerrari NV$5.6M0.57%11,591CommonNONE
040413205ANETArista Networks, Inc.$5.3M0.54%36,510CommonNONE
433000106HIMSHims & Hers Health, Inc. Class A$5.3M0.53%92,677CommonNONE
G8994E103TTTrane Technologies plc$5.2M0.53%12,361CommonNONE
26622P107DOCSDoximity, Inc. Class A$5.1M0.52%69,774CommonNONE
29082A107EMBJEmbraer S.A. Sponsored ADR$5.1M0.51%83,698CommonNONE
645827205IDRIdaho Strategic Resources Inc$4.9M0.50%146,003CommonNONE
92343E102VRSNVeriSign, Inc.$4.9M0.50%17,491CommonNONE
04016X101ARGXargenx SE Sponsored ADR$4.9M0.50%6,620CommonNONE
85208M102SFMSprouts Farmers Market, Inc.$4.8M0.49%44,434CommonNONE
302081104EXLSExlService Holdings, Inc.$4.8M0.49%108,649CommonNONE
872590104TMUST-Mobile US, Inc.$4.7M0.47%19,499CommonNONE
81141R100SESea Limited Sponsored ADR Class A$4.7M0.47%26,081CommonNONE
913915104UTIUniversal Technical Institute, Inc.$4.6M0.47%142,418CommonNONE
512807306LRCXLam Research Corporation$4.6M0.47%34,600CommonNONE
05605H100BWXTBWX Technologies, Inc.$4.6M0.47%25,093CommonNONE
36828A101GEVGE Vernova Inc.$4.6M0.47%7,503CommonNONE
191098102COKECoca-Cola Consolidated, Inc.$4.6M0.46%38,972CommonNONE
17275R102CSCOCisco Systems, Inc.$4.5M0.45%65,163CommonNONE
78435P105SEZLSezzle Inc.$4.5M0.45%56,046CommonNONE
11135F101AVGOBroadcom Inc.$4.4M0.45%13,451CommonNONE
049560105ATOAtmos Energy Corporation$4.3M0.44%25,304CommonNONE
G0260P102ASAmer Sports, Inc.$4.2M0.43%121,387CommonNONE
101137107BSXBoston Scientific Corporation$4.2M0.42%42,779CommonNONE
023135106AMZNAmazon.com, Inc.$4.1M0.41%18,448CommonNONE
713448108PEPPepsiCo, Inc.$4.0M0.40%28,271CommonNONE
501044101KRKroger Co.$3.9M0.40%58,536CommonNONE
020002101ALLAllstate Corporation$3.9M0.40%18,368CommonNONE
913456109UVVUniversal Corp$3.9M0.40%69,702CommonNONE
031162100AMGNAmgen Inc.$3.8M0.39%13,451CommonNONE
278642103EBAYeBay Inc.$3.7M0.37%40,427CommonNONE
369550108GDGeneral Dynamics Corporation$3.6M0.37%10,565CommonNONE
629377508NRGNRG Energy, Inc.$3.6M0.36%22,088CommonNONE
G87110105FTITechnipFMC plc$3.5M0.36%89,132CommonNONE
192108504CDECoeur Mining, Inc.$3.4M0.35%181,721CommonNONE
457187102INGRIngredion Incorporated$3.4M0.34%27,479CommonNONE
05722G100BKRBaker Hughes Company Class A$3.3M0.33%67,546CommonNONE
87305R109TTMITTM Technologies, Inc.$3.3M0.33%56,788CommonNONE
701094104PHParker-Hannifin Corporation$3.2M0.32%4,198CommonNONE
98389B100XELXcel Energy Inc.$3.1M0.32%38,732CommonNONE
803054204SAPSAP SE Sponsored ADR$3.1M0.31%11,586CommonNONE
91913Y100VLOValero Energy Corporation$3.1M0.31%18,164CommonNONE
464288885EFGiShares MSCI EAFE Growth ETF$3.0M0.31%26,633CommonNONE
46625H100JPMJPMorgan Chase & Co.$3.0M0.31%9,540CommonNONE
742718109PGProcter & Gamble Company$3.0M0.30%19,496CommonNONE
12572Q105CMECME Group Inc. Class A$3.0M0.30%10,923CommonNONE
G36738105FDPFresh Del Monte Produce Inc.$2.9M0.29%82,477CommonNONE
64361Q101VNOMViper Energy, Inc.$2.9M0.29%74,630CommonNONE
478160104JNJJohnson & Johnson$2.8M0.29%15,265CommonNONE
70439P108PAYPaymentus Holdings, Inc Class A$2.8M0.29%92,469CommonNONE
316092808FTECFidelity MSCI Information Technology Index ETF$2.8M0.28%12,545CommonNONE
78467J100SSNCSS&C Technologies Holdings, Inc.$2.7M0.27%30,435CommonNONE
482480100KLACKLA Corporation$2.7M0.27%2,493CommonNONE
71385M107PRMPerimeter Solutions Inc$2.5M0.25%110,754CommonNONE
784730103SSRMSSR Mining Inc$2.5M0.25%100,371CommonNONE
72147K108PPCPilgrim's Pride Corporation$2.4M0.25%59,440CommonNONE
02079K305GOOGLAlphabet Inc. Class A$2.4M0.24%9,845CommonNONE
428050108HSAIHesai Group Sponsored ADR$2.4M0.24%84,978CommonNONE
194162103CLColgate-Palmolive Company$2.4M0.24%29,807CommonNONE
109641100EATBrinker International, Inc.$2.3M0.24%18,491CommonNONE
87422Q109TLNTalen Energy Corp$2.3M0.23%5,326CommonNONE
464288877EFViShares MSCI EAFE Value ETF$2.3M0.23%33,333CommonNONE
594972408MSTRStrategy Inc Class A$2.3M0.23%7,011CommonNONE
099502106BAHBooz Allen Hamilton Holding Corporation Class A$2.2M0.22%21,639CommonNONE
40416E103HCIHCI Group, Inc.$2.1M0.22%11,169CommonNONE
980745103WWDWoodward, Inc.$2.1M0.22%8,447CommonNONE
33733E203FBTFirst Trust NYSE Arca Biotechnology Index Fund$2.1M0.21%11,658CommonNONE
71742Q106PAHCPhibro Animal Health Corporation Class A$2.1M0.21%51,626CommonNONE
G1757E113CMCLCaledonia Mining Corporation PLC$2.0M0.21%56,530CommonNONE
33734X143FXHFirst Trust Health Care AlphaDEX Fund$2.0M0.21%18,614CommonNONE
78462F103SPYSPDR S&P 500 ETF Trust$2.0M0.20%3,022CommonNONE
166764100CVXChevron Corporation$2.0M0.20%12,940CommonNONE
33734X127FXNFirst Trust Energy AlphaDEX Fund$2.0M0.20%123,052CommonNONE
44951W106IESCIES Holdings, Inc.$2.0M0.20%4,999CommonNONE
H2906T109GRMNGarmin Ltd.$2.0M0.20%7,976CommonNONE
284902509EGOEldorado Gold Corporation$1.9M0.20%66,990CommonNONE
65339F101NEENextEra Energy, Inc.$1.9M0.19%24,785CommonNONE
H8088L103SRADSportradar Group AG Class A$1.9M0.19%69,406CommonNONE
34354P105FLSFlowserve Corporation$1.8M0.19%34,771CommonNONE
26817Q886DXDynex Capital, Inc.$1.8M0.18%147,734CommonNONE
580135101MCDMcDonald's Corporation$1.8M0.18%5,940CommonNONE
7495271071RGREV Group, Inc.$1.8M0.18%31,760CommonNONE
171077407NAGENiagen Bioscience, Inc.$1.8M0.18%189,534CommonNONE
00737L103CVSAAdtalem Global Education Inc.$1.8M0.18%11,405CommonNONE
33734X135FXOFirst Trust Financials AlphaDEX Fund$1.7M0.17%28,565CommonNONE
464287721IYWiShares U.S. Technology ETF$1.7M0.17%8,543CommonNONE
907818108UNPUnion Pacific Corporation$1.7M0.17%6,985CommonNONE
902252105TYLTyler Technologies, Inc.$1.6M0.17%3,125CommonNONE
68389X105ORCLOracle Corporation$1.6M0.16%5,759CommonNONE
459200101IBMInternational Business Machines Corporation$1.6M0.16%5,673CommonNONE
46434G822EWJiShares MSCI Japan ETF$1.6M0.16%19,643CommonNONE
33734X101FXDFirst Trust Consumer Discretionary AlphaDEX Fund$1.6M0.16%22,913CommonNONE
33734X150FXRFirst Trust Industrials/Producer Durables AlphaDEX Fund$1.5M0.16%19,777CommonNONE
88034P109TMETencent Music Entertainment Group Sponsored ADR Class A$1.5M0.16%65,617CommonNONE
46222L108IONQIonQ, Inc.$1.5M0.15%24,770CommonNONE
928254101VIRTVirtu Financial, Inc. Class A$1.5M0.15%41,672CommonNONE
125141101CECOCECO Environmental Corp.$1.5M0.15%28,595CommonNONE
285409108ELMDElectromed, Inc.$1.5M0.15%59,357CommonNONE
68390D106OROR Royalties Inc.$1.5M0.15%36,207CommonNONE
172967424CCitigroup Inc.$1.4M0.15%14,264CommonNONE
901109108TPCTutor Perini Corporation$1.4M0.15%21,846CommonNONE
02079K107GOOGAlphabet Inc. Class C$1.4M0.14%5,846CommonNONE
624756102MLIMueller Industries, Inc.$1.4M0.14%13,995CommonNONE
18467V109YOUClear Secure, Inc. Class A$1.4M0.14%42,224CommonNONE
92343V104VZVerizon Communications Inc.$1.4M0.14%31,666CommonNONE
96924N100WLDNWilldan Group, Inc.$1.3M0.13%13,671CommonNONE
237194105DRIDarden Restaurants, Inc.$1.3M0.13%6,856CommonNONE
464287234EEMiShares MSCI Emerging Markets ETF$1.3M0.13%23,951CommonNONE
437076102HDHome Depot, Inc.$1.3M0.13%3,099CommonNONE
26740W109QBTSD-Wave Quantum Inc.$1.3M0.13%50,788CommonNONE
858119100STLDSteel Dynamics, Inc.$1.2M0.12%8,644CommonNONE
343389409FTKFlotek Industries, Inc.$1.2M0.12%82,529CommonNONE
143905107CSVCarriage Services Inc.$1.2M0.12%26,932CommonNONE
773121108RKLBRocket Lab Corporation$1.1M0.12%23,980CommonNONE
45769N105ISSCInnovative Solutions and Support, Inc.$1.1M0.12%91,916CommonNONE
78463V107GLDSPDR Gold Shares$1.1M0.12%3,205CommonNONE
G4690M101IBEXIBEX Ltd$1.1M0.12%28,101CommonNONE
465741106ITRIItron, Inc.$1.1M0.12%9,109CommonNONE
739128106POWLPowell Industries, Inc.$1.1M0.11%3,714CommonNONE
830940102SKWDSkyward Specialty Insurance Group, Inc.$1.1M0.11%23,802CommonNONE
M8740S227TATTTAT Technologies Ltd.$1.1M0.11%25,674CommonNONE
464286509EWCiShares MSCI Canada ETF$1.1M0.11%22,256CommonNONE
79466L302CRMSalesforce, Inc.$1.1M0.11%4,708CommonNONE
655844108NSCNorfolk Southern Corporation$1.1M0.11%3,700CommonNONE
946760105CLMBClimb Global Solutions, Inc.$1.1M0.11%8,147CommonNONE
81369Y407XLYConsumer Discretionary Select Sector SPDR Fund$1.1M0.11%4,550CommonNONE
18507C103CLPTClearPoint Neuro, Inc.$1.1M0.11%50,000CommonNONE
191216100KOCoca-Cola Company$1.1M0.11%16,306CommonNONE
861896108SNEXStoneX Group Inc.$1.1M0.11%10,689CommonNONE
644535106NGDNNew Gold Inc.$1.1M0.11%149,772CommonNONE
42727J102HRTGHeritage Insurance Holdings, Inc.$1.1M0.11%42,561CommonNONE
025816109AXPAmerican Express Company$1.1M0.11%3,226CommonNONE
922042874VGKVanguard FTSE Europe ETF$1.1M0.11%13,399CommonNONE
45841N107IBKRInteractive Brokers Group, Inc. Class A$1.1M0.11%15,415CommonNONE
670837103OGEOGE Energy Corp.$1.0M0.11%22,375CommonNONE
02913V103APEIAmerican Public Education, Inc.$1.0M0.10%26,182CommonNONE
548661107LOWLowe's Companies, Inc.$1.0M0.10%4,111CommonNONE
808513105SCHWCharles Schwab Corp$1.0M0.10%10,755CommonNONE
M8T80P204NEXNNexxen International Ltd.$1.0M0.10%110,156CommonNONE
916896103UECUranium Energy Corp.$1.0M0.10%75,976CommonNONE
30040W108ESEversource Energy$1.0M0.10%14,139CommonNONE
464287200IVViShares Core S&P 500 ETF$990,5640.10%1,480CommonNONE
57636Q104MAMastercard Incorporated Class A$982,9040.10%1,728CommonNONE
032654105ADIAnalog Devices, Inc.$978,6230.10%3,983CommonNONE
90138A103VNETVNET Group, Inc. Sponsored ADR$956,8160.10%92,625CommonNONE
63888U108NGVCNatural Grocers by Vitamin Cottage, Inc.$956,7200.10%23,918CommonNONE
115233793BIAUXBrown Advisory Small-Cap Fundamental Value Fund Investor Shs$940,0050.10%31,438CommonNONE
422806109HEIHEICO Corporation$938,7610.10%2,908CommonNONE
574795100MASIMasimo Corporation$931,0400.09%6,310CommonNONE
05156V102AUPHAurinia Pharmaceuticals Inc.$925,7690.09%83,780CommonNONE
060505104BACBank of America Corp$925,7310.09%17,944CommonNONE
358010106FEIMFrequency Electronics, Inc.$914,7560.09%26,976CommonNONE
M20115180BOSCBOS Better Online Solutions Ltd$911,3730.09%191,465CommonNONE
680223104ORIOld Republic International Corporation$899,1160.09%21,171CommonNONE
718172109PMPhilip Morris International Inc.$894,6950.09%5,516CommonNONE
92826C839VVisa Inc. Class A$857,2870.09%2,511CommonNONE
03820C105AITApplied Industrial Technologies, Inc.$855,4610.09%3,277CommonNONE
163072101CAKECheesecake Factory Incorporated$843,4780.09%15,437CommonNONE
81369Y605XLFFinancial Select Sector SPDR Fund$830,6750.08%15,420CommonNONE
464287754IYJiShares U.S. Industrials ETF$823,6100.08%5,646CommonNONE
512816109LAMRLamar Advertising Company Class A$806,3300.08%6,587CommonNONE
936772201WGROXWasatch Core Growth Fund$803,7860.08%9,674CommonNONE
69753M105PLMRPalomar Holdings, Inc.$785,1440.08%6,725CommonNONE
009158106APDAir Products and Chemicals, Inc.$775,0700.08%2,842CommonNONE
425885100HNNAHennessy Advisors, Inc.$769,6180.08%73,647CommonNONE
257701201DGICADonegal Group Inc. Class A$765,3430.08%39,471CommonNONE
464287507IJHiShares Core S&P Mid-Cap ETF$760,2790.08%11,650CommonNONE
697435105PANWPalo Alto Networks, Inc.$756,6520.08%3,716CommonNONE
458140100INTCIntel Corporation$740,4480.08%22,070CommonNONE
94106B101WCNWaste Connections, Inc.$730,6250.07%4,156CommonNONE
002824100ABTAbbott Laboratories$727,4280.07%5,431CommonNONE
G0250X107AMCRAmcor PLC$722,3680.07%88,309CommonNONE
464287796IYEiShares U.S. Energy ETF$714,5580.07%15,037CommonNONE
189054109CLXClorox Company$712,1810.07%5,776CommonNONE
58933Y105MRKMerck & Co., Inc.$704,4240.07%8,393CommonNONE
03769M106APOApollo Global Management Inc$704,0650.07%5,283CommonNONE
91324P102UNHUnitedHealth Group Incorporated$702,7340.07%2,035CommonNONE
677864100ODCOil-Dri Corporation of America$700,6780.07%11,479CommonNONE
78409V104SPGIS&P Global, Inc.$694,0480.07%1,426CommonNONE
G3730V105FTAIFTAI Aviation Ltd.$693,8040.07%4,158CommonNONE
904767704Unilever PLC Sponsored ADR$681,2460.07%11,492CommonNONE
092113109BKHBlack Hills Corporation$678,5990.07%11,018CommonNONE
13321L108CCJCameco Corporation$666,1840.07%7,944CommonNONE
053015103ADPAutomatic Data Processing, Inc.$660,3380.07%2,250CommonNONE
682680103OKEONEOK, Inc.$654,5120.07%8,970CommonNONE
372460105GPCGenuine Parts Company$654,3710.07%4,721CommonNONE
75513E101RTXRTX Corporation$649,8260.07%3,884CommonNONE
74265M205PDEXPro-Dex, Inc.$649,6150.07%19,191CommonNONE
318672706FBPFirst Bancorp$626,1320.06%28,396CommonNONE
665859104NTRSNorthern Trust Corporation$625,3520.06%4,646CommonNONE
30069T101EEExcelerate Energy, Inc. Class A$625,2660.06%24,822CommonNONE
988498101YUMYum! Brands, Inc.$620,9010.06%4,085CommonNONE
970646105WLFCWillis Lease Finance Corporation$615,9450.06%4,493CommonNONE
45866F104ICEIntercontinental Exchange, Inc.$612,4250.06%3,635CommonNONE
110122108BMYBristol-Myers Squibb Company$597,6200.06%13,251CommonNONE
82846H405QXOQXO, Inc.$594,4050.06%31,186CommonNONE
88080T104WULFTeraWulf Inc.$593,9770.06%52,012CommonNONE
97650W108WTFCWintrust Financial Corporation$587,7690.06%4,438CommonNONE
518613203LAURLaureate Education, Inc.$583,5850.06%18,503CommonNONE
74158E104PNRGPrimeEnergy Resources Corporation$578,5920.06%3,464CommonNONE
M6158M104ITRNIturan Location and Control Ltd.$576,5210.06%16,140CommonNONE
780287108RGLDRoyal Gold, Inc.$572,2550.06%2,853CommonNONE
801056102SANMSanmina Corporation$565,1900.06%4,910CommonNONE
53263P105LMBLimbach Holdings, Inc.$562,2280.06%5,789CommonNONE
G4124C109GRABGrab Holdings Limited Class A$559,4150.06%92,926CommonNONE
G4809J106IGICInternational General Insurance Holdings Ltd.$558,9810.06%24,094CommonNONE
025537101AEPAmerican Electric Power Company, Inc.$553,1620.06%4,917CommonNONE
30225T102EXRExtra Space Storage Inc.$543,3140.06%3,855CommonNONE
872657101TPGTPG Inc Class A$542,2130.05%9,438CommonNONE
641069406NSRGYNestle S.A. Sponsored ADR$531,6240.05%5,793CommonNONE
446150104HBANHuntington Bancshares Incorporated$531,1560.05%30,756CommonNONE
256163106DOCUDocuSign, Inc.$528,5640.05%7,332CommonNONE
01625V104ALHCAlignment Healthcare, Inc.$525,3670.05%30,107CommonNONE
609839105MPWRMonolithic Power Systems, Inc.$520,1620.05%565CommonNONE
464287556IBBiShares Biotechnology ETF$515,6900.05%3,572CommonNONE
09058V103BCRXBioCryst Pharmaceuticals, Inc.$507,5430.05%66,870CommonNONE
464287762IYHiShares U.S. Healthcare ETF$500,9400.05%8,531CommonNONE
464287788IYFiShares U.S. Financials ETF$498,9620.05%3,940CommonNONE
46090E103QQQInvesco QQQ Trust Series I$497,1060.05%828CommonNONE
55336V100MPLXMPLX LP$489,5350.05%9,801CommonNONE
40131M109GHGuardant Health, Inc.$484,4700.05%7,754CommonNONE
53222K205LFVNLifeVantage Corporation$480,2140.05%49,354CommonNONE
011659109ALKAlaska Air Group, Inc.$477,5400.05%9,593CommonNONE
077347300BELFBBel Fuse Inc. Class B$466,4940.05%3,308CommonNONE
666807102NOCNorthrop Grumman Corp.$466,3280.05%765CommonNONE
V5633W109MMYTMakeMyTrip Ltd.$464,9110.05%4,967CommonNONE
958669103WESWestern Midstream Partners, LP$457,1390.05%11,635CommonNONE
637870106NSANational Storage Affiliates Trust$455,9290.05%15,087CommonNONE
M7516K103NVMINova Ltd.$455,5160.05%1,425CommonNONE
209115104EDConsolidated Edison, Inc.$454,1980.05%4,518CommonNONE
384556106GHMGraham Corporation$453,8580.05%8,267CommonNONE
228903100AORTArtivion, Inc.$450,2440.05%10,634CommonNONE
254687106DISWalt Disney Company$443,5370.04%3,874CommonNONE
428103105HESMHess Midstream LP Class A$441,5490.04%12,780CommonNONE
20451Q104CODICompass Diversified Holdings$436,8870.04%65,995CommonNONE
826176109SIEBSiebert Financial Corp.$431,9210.04%147,918CommonNONE
02081G201ATECAlphatec Holdings, Inc.$429,6720.04%29,551CommonNONE
427866108HSYHershey Company$428,0390.04%2,288CommonNONE
33734X176FXLFirst Trust Technology AlphaDEX Fund$417,4550.04%2,485CommonNONE
337345102QTECFirst Trust NASDAQ-100 Technology Sector Index Fund$417,4310.04%1,818CommonNONE
147528103CASYCasey's General Stores, Inc.$417,2060.04%738CommonNONE
17253J106CIFRCipher Mining Inc$415,7470.04%33,022CommonNONE
576323109MTZMasTec, Inc.$413,9150.04%1,945CommonNONE
205684202CHCIComstock Holding Companies, Inc. Class A$392,8400.04%28,040CommonNONE
750491102RDNTRadNet, Inc.$390,8810.04%5,129CommonNONE
902673102UFPTUFP Technologies, Inc.$388,6210.04%1,947CommonNONE
374297109GTYGetty Realty Corp.$386,8770.04%14,420CommonNONE
921908844VIGVanguard Dividend Appreciation ETF$381,0840.04%1,766CommonNONE
29772L108ETONEton Pharmaceuticals, Inc.$380,1450.04%17,494CommonNONE
G29183103ETNEaton Corp. Plc$376,1210.04%1,005CommonNONE
631103108NDAQNasdaq, Inc.$373,1820.04%4,219CommonNONE
874039100TSMTaiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR$372,8430.04%1,335CommonNONE
00206R102TAT&T Inc$371,4120.04%13,152CommonNONE
29271Q103ESOAEnergy Services of America Corporation$356,0890.04%34,405CommonNONE
64110L106NFLXNetflix, Inc.$356,0790.04%297CommonNONE
882508104TXNTexas Instruments Incorporated$353,8360.04%1,926CommonNONE
49456B101KMIKinder Morgan Inc Class P$344,8390.03%12,181CommonNONE
29273V100ETEnergy Transfer LP$342,4070.03%19,954CommonNONE
29364G103ETREntergy Corporation$342,3800.03%3,674CommonNONE
466313103JBLJabil Inc.$340,3050.03%1,567CommonNONE
679580100ODFLOld Dominion Freight Line, Inc.$337,3090.03%2,396CommonNONE
007903107AMDAdvanced Micro Devices, Inc.$335,0670.03%2,071CommonNONE
74164F103PRIMPrimoris Services Corporation$326,2960.03%2,376CommonNONE
315948109FBTCFidelity Wise Origin Bitcoin Fund$320,6900.03%3,213CommonNONE
31620M106FISFidelity National Information Services, Inc.$318,6760.03%4,833CommonNONE
33734X168FXZFirst Trust Materials AlphaDEX Fund$311,7070.03%5,061CommonNONE
10948W103AAMIAcadian Asset Management Inc.$310,4390.03%6,446CommonNONE
70932M107PFSIPennyMac Financial Services, Inc.$309,7000.03%2,500CommonNONE
92847W103VITLVital Farms, Inc.$309,4890.03%7,521CommonNONE
922042775VEUVanguard FTSE All-World ex-US Index Fund$309,2460.03%4,333CommonNONE
293792107EPDEnterprise Products Partners L.P.$308,7140.03%9,873CommonNONE
38173M102GBDCGolub Capital BDC, Inc.$308,0250.03%22,500CommonNONE
23345M107DTMDT Midstream, Inc.$306,6190.03%2,712CommonNONE
09062X103BIIBBiogen Inc.$303,1330.03%2,164CommonNONE
464288257ACWIiShares MSCI ACWI ETF$297,0780.03%2,149CommonNONE
008073108AVAVAeroVironment, Inc.$285,2900.03%906CommonNONE
81762P102NOWServiceNow, Inc.$282,5260.03%307CommonNONE
87162W100SNXTD SYNNEX Corporation$281,4860.03%1,719CommonNONE
28225C806EGANeGain Corporation$276,8730.03%31,788CommonNONE
922475108VEEVVeeva Systems Inc Class A$275,8650.03%926CommonNONE
03783C100APPFAppFolio Inc Class A$275,6600.03%1,000CommonNONE
580589109MGRCMcGrath RentCorp$273,1920.03%2,329CommonNONE
14888U101CPRXCatalyst Pharmaceuticals, Inc.$262,9160.03%13,346CommonNONE
G25457105CRDOCredo Technology Group Holding Ltd.$262,6800.03%1,804CommonNONE
72651A207PAGPPlains GP Holdings LP Class A$260,3760.03%14,275CommonNONE
294375209EPSNEpsilon Energy Ltd.$258,4810.03%51,286CommonNONE
G5S37H101MRXMarex Group plc$257,3610.03%7,655CommonNONE
26614N102DDDuPont de Nemours, Inc.$255,6680.03%3,282CommonNONE
247361702DALDelta Air Lines, Inc.$251,4020.03%4,430CommonNONE
026874784AIGAmerican International Group, Inc.$247,4010.03%3,150CommonNONE
98419M100XYLXylem Inc.$246,8340.03%1,673CommonNONE
099724106BWABorgWarner Inc.$244,6370.02%5,565CommonNONE
438516106HONHoneywell International Inc.$239,9700.02%1,140CommonNONE
109696104BCOBrink's Company$238,0440.02%2,037CommonNONE
197236102COLBColumbia Banking System, Inc.$233,0500.02%9,054CommonNONE
G02602103DOXAmdocs Limited$232,3660.02%2,832CommonNONE
06849F108BBarrick Mining Corporation$229,3900.02%7,000CommonNONE
94106L109WMWaste Management, Inc.$227,0480.02%1,028CommonNONE
038222105AMATApplied Materials, Inc.$226,1300.02%1,104CommonNONE
34959E109FTNTFortinet, Inc.$225,5870.02%2,683CommonNONE
37247D106GNWGenworth Financial, Inc.$222,5710.02%25,008CommonNONE
73328P106POAHYPorsche Automobil Holding SE Unsponsored ADR$217,8160.02%55,424CommonNONE
05550J101BJBJ's Wholesale Club Holdings, Inc.$214,1950.02%2,297CommonNONE
28618M106ESIElement Solutions Inc$213,3160.02%8,475CommonNONE
457642205INODInnodata Inc.$206,8560.02%2,684CommonNONE
29261A100EHCEncompass Health Corporation$202,7240.02%1,596CommonNONE
11120U105BRXBrixmor Property Group, Inc.$201,4830.02%7,279CommonNONE
87161C501SYU1Synovus Financial Corp.$200,7370.02%4,090CommonNONE
665809109NTICNorthern Technologies International Corporation$192,7500.02%25,000CommonNONE
97717P104WTWisdomTree, Inc.$192,1680.02%13,825CommonNONE
000899104ADMAADMA Biologics, Inc.$176,4480.02%12,036CommonNONE
126389105CSPICSP Inc.$115,5000.01%10,000CommonNONE
P8696W104SVASinovac Biotech Ltd.$013,568CommonNONE

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.