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Morningstar Investment Management LLC

Q3 2025 · 13F-HR

Morningstar Investment Management LLCholdings as filed

Filed 2025-11-17 · accession 0001104659-25-112875

$2.7M
Reported value
471
Positions
2025-09-30
Period end
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The Brief · Morningstar Investment Management LLC · Q3 2025

AI · grounded in 13F

Morningstar Investment Management LLC established a new position in GOVT valued at $247,418. The fund also initiated new stakes in NVDA for $106,778 and MSFT for $84,500. Additional new positions include AAPL at $78,597 and VTI at $71,979.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46429B267GOVTISHARES TR$247,4189.10%10,701,492CommonSOLE
67066G104NVDANVIDIA CORPORATION$106,7783.93%572,290CommonSOLE
594918104MSFTMICROSOFT CORP$84,5003.11%163,143CommonSOLE
037833100AAPLAPPLE INC$78,5972.89%308,671CommonSOLE
922908769VTIVANGUARD INDEX FDS$71,9792.65%219,333CommonSOLE
30303M102METAMETA PLATFORMS INC$50,8881.87%69,295CommonSOLE
78468R853SPSMSPDR SERIES TRUST$46,0491.69%994,157CommonSOLE
02079K305GOOGLALPHABET INC$45,5821.68%187,502CommonSOLE
808524862SCHOSCHWAB STRATEGIC TR$42,1311.55%1,726,672CommonSOLE
023135106AMZNAMAZON COM INC$39,8671.47%181,570CommonSOLE
78464A300SLYVSPDR SERIES TRUST$35,5151.31%400,624CommonSOLE
92826C839VVISA INC$34,0561.25%99,758CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$28,5741.05%102,309CommonSOLE
92203J407BNDXVANGUARD CHARLOTTE FDS$25,8630.95%522,907CommonSOLE
316092808FTECFIDELITY COVINGTON TRUST$24,5180.90%110,357CommonSOLE
808524730FNDESCHWAB STRATEGIC TR$23,6120.87%652,975CommonSOLE
46432F834IXUSISHARES TR$21,0100.77%254,423CommonSOLE
09290D101BLKBLACKROCK INC$20,7980.76%17,839CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$20,1860.74%63,993CommonSOLE
68389X105ORCLORACLE CORP$19,9600.73%70,973CommonSOLE
464288737KXIISHARES TR$18,9130.70%293,821CommonSOLE
025816109AXPAMERICAN EXPRESS CO$18,3630.68%55,284CommonSOLE
478160104JNJJOHNSON & JOHNSON$18,2410.67%98,377CommonSOLE
369550108GDGENERAL DYNAMICS CORP$16,4140.60%48,135CommonSOLE
30231G102XOMEXXON MOBIL CORP$15,9280.59%141,271CommonSOLE
64110L106NFLXNETFLIX INC$15,6700.58%13,070CommonSOLE
75513E101RTXRTX CORPORATION$15,4080.57%92,082CommonSOLE
713448108PEPPEPSICO INC$15,0740.55%107,334CommonSOLE
681919106OMCOMNICOM GROUP INC$14,9310.55%183,132CommonSOLE
438516106HONHONEYWELL INTL INC$14,8520.55%70,557CommonSOLE
49177J102KVUEKENVUE INC$14,1120.52%869,485CommonSOLE
46434V878ICSHISHARES TR$14,0390.52%276,624CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$13,9960.51%56,754CommonSOLE
743315103PGRPROGRESSIVE CORP$13,8030.51%55,893CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$13,6250.50%23,953CommonSOLE
907818108UNPUNION PAC CORP$13,6200.50%57,620CommonSOLE
92204A504VHTVANGUARD WORLD FD$13,3640.49%51,479CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$13,1520.48%29,407CommonSOLE
G29183103ETNEATON CORP PLC$12,1840.45%32,555CommonSOLE
482480100KLACKLA CORP$12,1200.45%11,237CommonSOLE
235851102DHRDANAHER CORPORATION$11,8740.44%59,895CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$11,7760.43%58,435CommonSOLE
58155Q103MCKMCKESSON CORP$11,6890.43%15,130CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$11,5000.42%23,710CommonSOLE
291011104EMREMERSON ELEC CO$11,4560.42%87,328CommonSOLE
58933Y105MRKMERCK & CO INC$11,3530.42%135,266CommonSOLE
11135F101AVGOBROADCOM INC$11,0280.41%33,426CommonSOLE
654106103NKENIKE INC$11,0200.41%158,038CommonSOLE
808524847SCHHSCHWAB STRATEGIC TR$10,9580.40%508,037CommonSOLE
92206C847VGLTVANGUARD SCOTTSDALE FDS$10,8900.40%191,515CommonSOLE
097023105BABOEING CO$10,7540.40%49,828CommonSOLE
032095101APHAMPHENOL CORP NEW$10,4910.39%84,776CommonSOLE
125523100CITHE CIGNA GROUP$10,2870.38%35,688CommonSOLE
88160R101TSLATESLA INC$10,2500.38%23,049CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$10,2390.38%152,677CommonSOLE
038222105AMATAPPLIED MATLS INC$10,1920.37%49,783CommonSOLE
882508104TXNTEXAS INSTRS INC$10,1320.37%55,145CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$10,1120.37%81,714CommonSOLE
609207105MDLZMONDELEZ INTL INC$10,0350.37%160,634CommonSOLE
115637209BF/BBROWN FORMAN CORP$9,8760.36%364,694CommonSOLE
79466L302CRMSALESFORCE INC$9,8100.36%41,394CommonSOLE
74340W103PLDPROLOGIS INC.$9,7930.36%85,512CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$9,7620.36%72,494CommonSOLE
00724F101ADBEADOBE INC$9,7500.36%27,638CommonSOLE
617446448MSMORGAN STANLEY$9,6520.35%60,719CommonSOLE
863667101SYKSTRYKER CORPORATION$9,6320.35%26,057CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$9,5970.35%36,805CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$9,3830.35%46,079CommonSOLE
461202103INTUINTUIT$9,1560.34%13,408CommonSOLE
78409V104SPGIS&P GLOBAL INC$9,1460.34%18,792CommonSOLE
N07059210ASMLASML HOLDING N V$9,0230.33%9,320CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$8,9520.33%93,769CommonSOLE
615369105MCOMOODYS CORP$8,8780.33%18,633CommonSOLE
311900104FASTFASTENAL CO$8,7080.32%177,579CommonSOLE
518439104ELLAUDER ESTEE COS INC$8,7020.32%98,747CommonSOLE
384802104GWWGRAINGER W W INC$8,6670.32%9,095CommonSOLE
009066101ABNBAIRBNB INC$8,6400.32%71,156CommonSOLE
20825C104COPCONOCOPHILLIPS$8,6320.32%91,260CommonSOLE
717081103PFEPFIZER INC$8,3210.31%326,558CommonSOLE
437076102HDHOME DEPOT INC$8,1120.30%20,021CommonSOLE
48251W104KKRKKR & CO INC$8,0920.30%62,267CommonSOLE
134429109CPBTHE CAMPBELLS COMPANY$7,9600.29%252,062CommonSOLE
00287Y109ABBVABBVIE INC$7,9400.29%34,293CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$7,8690.29%22,726CommonSOLE
742718109PGPROCTER AND GAMBLE CO$7,7240.28%50,267CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$7,7210.28%33,905CommonSOLE
92189F643MOATVANECK ETF TRUST$7,7080.28%77,770CommonSOLE
631103108NDAQNASDAQ INC$7,6590.28%86,591CommonSOLE
949746101WMT2WELLS FARGO CO NEW$7,6240.28%90,955CommonSOLE
166764100CVXCHEVRON CORP NEW$7,4460.27%47,951CommonSOLE
032654105ADIANALOG DEVICES INC$7,3790.27%30,032CommonSOLE
071813109BAXBAXTER INTL INC$7,3590.27%323,197CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$7,3240.27%162,386CommonSOLE
040413205ANETARISTA NETWORKS INC$7,3110.27%50,172CommonSOLE
548661107LOWLOWES COS INC$7,2660.27%28,911CommonSOLE
25746U109DDOMINION ENERGY INC$7,1110.26%116,247CommonSOLE
G54950103LINLINDE PLC$7,0900.26%14,926CommonSOLE
842587107SOSOUTHERN CO$7,0610.26%74,502CommonSOLE
172967424CCITIGROUP INC$6,9130.25%68,112CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$6,8480.25%24,526CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$6,8400.25%69,815CommonSOLE
40415F101HDBHDFC BANK LTD$6,8380.25%200,180CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$6,8080.25%33,882CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$6,6860.25%79,524CommonSOLE
G0403H108AONAON PLC$6,6650.25%18,692CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$6,5890.24%64,196CommonSOLE
35137L105FOXAFOX CORP$6,5730.24%104,238CommonSOLE
344419106FMXFOMENTO ECONOMICO MEXICANO$6,5320.24%66,228CommonSOLE
G4863A108BRSLBRIGHTSTAR LOTTERY PLC$6,4760.24%375,443CommonSOLE
N20944109CNHCNH INDL N V$6,4670.24%595,996CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$6,4640.24%31,242CommonSOLE
922020805VTIPVANGUARD MALVERN FDS$6,2980.23%124,391CommonSOLE
871607107SNPSSYNOPSYS INC$6,2940.23%12,757CommonSOLE
718172109PMPHILIP MORRIS INTL INC$6,2800.23%38,716CommonSOLE
337738108FISVFISERV INC$6,0760.22%47,125CommonSOLE
H1467J104CBCHUBB LIMITED$6,0280.22%21,356CommonSOLE
37733W204GSKGSK PLC$6,0190.22%139,467CommonSOLE
47215P106JDJD.COM INC$5,9740.22%170,793CommonSOLE
512807306LRCXLAM RESEARCH CORP$5,9400.22%44,365CommonSOLE
98850P109YUMCYUM CHINA HLDGS INC$5,8880.22%137,190CommonSOLE
002824100ABTABBOTT LABS$5,8420.21%43,613CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$5,8120.21%11,643CommonSOLE
47030M106JAMES HARDIE INDS PLC$5,8020.21%302,014CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$5,8010.21%11,540CommonSOLE
931142103WMTWALMART INC$5,6590.21%54,907CommonSOLE
747525103QCOMQUALCOMM INC$5,6300.21%33,843CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$5,6170.21%52,101CommonSOLE
20030N101CMCSACOMCAST CORP NEW$5,5800.21%177,584CommonSOLE
294429105EFXEQUIFAX INC$5,4630.20%21,295CommonSOLE
464286772EWYISHARES INC$5,4400.20%67,909CommonSOLE
500472303PHGKONINKLIJKE PHILIPS N V$5,4340.20%199,325CommonSOLE
57060D108MKTXMARKETAXESS HLDGS INC$5,3980.20%30,976CommonSOLE
98389B100XELXCEL ENERGY INC$5,3700.20%66,585CommonSOLE
81762P102NOWSERVICENOW INC$5,3160.20%5,776CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$5,2570.19%29,411CommonSOLE
093671105HRBBLOCK H & R INC$5,2380.19%103,578CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$5,2290.19%77,969CommonSOLE
653656108NICENICE LTD$5,1820.19%35,792CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$5,1770.19%117,804CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$5,1700.19%8,485CommonSOLE
571903202MARMARRIOTT INTL INC NEW$5,0620.19%19,435CommonSOLE
35473P835FLBRFRANKLIN TEMPLETON ETF TR$5,0540.19%265,296CommonSOLE
05534B760BCEBCE INC$5,0440.19%215,658CommonSOLE
87971M103TUTELUS CORPORATION$5,0300.18%318,951CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$4,8190.18%12,305CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$4,7480.17%247,933CommonSOLE
29444U700EQIXEQUINIX INC$4,6820.17%5,978CommonSOLE
02319V103ABEVAMBEV SA$4,5500.17%2,040,363CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$4,5070.17%66,965CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$4,4870.16%25,994CommonSOLE
855244109SBUXSTARBUCKS CORP$4,4390.16%52,469CommonSOLE
46266C105IQVIQVIA HLDGS INC$4,3270.16%22,783CommonSOLE
G2519Y108BAPCREDICORP LTD$4,2940.16%16,126CommonSOLE
G5960L103MDTMEDTRONIC PLC$4,2850.16%44,991CommonSOLE
58733R102MELIMERCADOLIBRE INC$4,2370.16%1,813CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$4,2180.16%8,459CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$4,1990.15%12,013CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$4,1630.15%67,652CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$4,1590.15%52,025CommonSOLE
22822V101CCICROWN CASTLE INC$4,1430.15%42,937CommonSOLE
693718108PCARPACCAR INC$4,1260.15%41,964CommonSOLE
92206C706VGITVANGUARD SCOTTSDALE FDS$4,0830.15%68,022CommonSOLE
G87052109TELTE CONNECTIVITY PLC$4,0800.15%18,584CommonSOLE
02209S103MOALTRIA GROUP INC$4,0450.15%61,238CommonSOLE
69331C108PCGPG&E CORP$3,9860.15%264,325CommonSOLE
149123101CATCATERPILLAR INC$3,9630.15%8,306CommonSOLE
031162100AMGNAMGEN INC$3,9480.15%13,991CommonSOLE
30040W108ESEVERSOURCE ENERGY$3,9350.14%55,311CommonSOLE
902973304USBUS BANCORP DEL$3,8920.14%80,523CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$3,8900.14%307,303CommonSOLE
009158106APDAIR PRODS & CHEMS INC$3,8840.14%14,242CommonSOLE
941848103WATWATERS CORP$3,8700.14%12,907CommonSOLE
783513203RYAAYRYANAIR HOLDINGS PLC$3,7520.14%62,304CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$3,7370.14%11,564CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$3,7260.14%49,617CommonSOLE
704326107PAYXPAYCHEX INC$3,7130.14%29,292CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$3,6950.14%3,958CommonSOLE
12572Q105CMECME GROUP INC$3,6390.13%13,468CommonSOLE
24906P109XRAYDENTSPLY SIRONA INC$3,6060.13%284,166CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$3,5590.13%7,367CommonSOLE
281020107EIXEDISON INTL$3,5380.13%63,999CommonSOLE
693506107PPGPPG INDS INC$3,4610.13%32,930CommonSOLE
74275K108PCORPROCORE TECHNOLOGIES INC$3,4370.13%47,139CommonSOLE
42226A107HQYHEALTHEQUITY INC$3,4280.13%36,173CommonSOLE
088606108BHPBHP GROUP LTD$3,4160.13%61,280CommonSOLE
189054109CLXCLOROX CO DEL$3,3230.12%26,948CommonSOLE
75524B104RBCRBC BEARINGS INC$3,2980.12%8,451CommonSOLE
147448104CWSTCASELLA WASTE SYS INC$3,2820.12%34,596CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$3,2610.12%42,362CommonSOLE
M7516K103NVMINOVA LTD$3,2580.12%10,191CommonSOLE
29358P101ENSGENSIGN GROUP INC$3,2560.12%18,844CommonSOLE
64110W102NTESNETEASE INC$3,2340.12%21,279CommonSOLE
G0250X107AMCRAMCOR PLC$3,1970.12%390,811CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$3,1270.11%99,987CommonSOLE
G3323L100FNFABRINET$3,0900.11%8,474CommonSOLE
784117103SEICSEI INVTS CO$3,0680.11%36,154CommonSOLE
136375102CNICANADIAN NATL RY CO$3,0340.11%32,173CommonSOLE
H01301128ALCALCON AG$2,9670.11%39,821CommonSOLE
26875P101EOGEOG RES INC$2,9550.11%26,360CommonSOLE
806857108SLBSCHLUMBERGER LTD$2,9150.11%84,806CommonSOLE
075887109BDXBECTON DICKINSON & CO$2,8940.11%15,458CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$2,8900.11%31,609CommonSOLE
98138H101WDAYWORKDAY INC$2,8660.11%11,905CommonSOLE
89400J107TRUTRANSUNION$2,8480.10%33,995CommonSOLE
45167R104IEXIDEX CORP$2,8440.10%17,476CommonSOLE
452327109ILMNILLUMINA INC$2,8390.10%29,893CommonSOLE
G25508105CRHCRH PLC$2,8340.10%23,633CommonSOLE
049468101TEAMATLASSIAN CORPORATION$2,8260.10%17,696CommonSOLE
574599106MASMASCO CORP$2,8050.10%39,850CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$2,7790.10%22,347CommonSOLE
30161N101EXCEXELON CORP$2,7520.10%61,139CommonSOLE
681116109OLLIOLLIES BARGAIN OUTLET HLDGS$2,7080.10%21,091CommonSOLE
803054204SAPSAP SE$2,6990.10%10,099CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$2,6990.10%5,250CommonSOLE
682189105ONON SEMICONDUCTOR CORP$2,6820.10%54,392CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$2,6480.10%13,710CommonSOLE
09062X103BIIBBIOGEN INC$2,6310.10%18,779CommonSOLE
370334104GISGENERAL MLS INC$2,6060.10%51,685CommonSOLE
87612E106TGTTARGET CORP$2,5950.10%28,931CommonSOLE
37940X102GPNGLOBAL PMTS INC$2,5860.10%31,132CommonSOLE
06417N103OZKBANK OZK LITTLE ROCK ARK$2,5230.09%49,498CommonSOLE
82452J109FOURSHIFT4 PMTS INC$2,4700.09%31,909CommonSOLE
29355X107NPOENPRO INC$2,4300.09%10,753CommonSOLE
550021109LULULULULEMON ATHLETICA INC$2,3890.09%13,424CommonSOLE
607828100MODMODINE MFG CO$2,3040.08%16,206CommonSOLE
81141R100SESEA LTD$2,3010.08%12,876CommonSOLE
053332102AZOAUTOZONE INC$2,2520.08%525CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$2,2400.08%19,912CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$2,2030.08%3,918CommonSOLE
50212V100LPLALPL FINL HLDGS INC$2,1900.08%6,583CommonSOLE
682680103OKEONEOK INC NEW$2,1730.08%29,777CommonSOLE
756109104OREALTY INCOME CORP$2,1560.08%35,459CommonSOLE
M20791105CAMTCAMTEK LTD$2,1550.08%20,515CommonSOLE
313855108FSSFEDERAL SIGNAL CORP$2,1530.08%18,096CommonSOLE
925050106VRNAVERONA PHARMA PLC$2,1430.08%20,084CommonSOLE
110448107BTIBRITISH AMERN TOB PLC$2,1210.08%39,967CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$2,1180.08%16,498CommonSOLE
69349H107TXNMTXNM ENERGY INC$2,0950.08%37,041CommonSOLE
406216101HALHALLIBURTON CO$2,0900.08%84,963CommonSOLE
444859102HUMHUMANA INC$2,0840.08%8,009CommonSOLE
126408103CSXCSX CORP$2,0840.08%58,691CommonSOLE
82982L103SITESITEONE LANDSCAPE SUPPLY INC$2,0530.08%15,943CommonSOLE
40434L105HPQHP INC$2,0490.08%75,238CommonSOLE
87901J105TGNATEGNA INC$2,0480.08%100,724CommonSOLE
89832Q109TFCTRUIST FINL CORP$2,0370.07%44,544CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$2,0350.07%22,504CommonSOLE
260557103DOWDOW INC$2,0290.07%88,465CommonSOLE
60786M105MCMOELIS & CO$2,0250.07%28,387CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$2,0090.07%24,046CommonSOLE
23804L103DDOGDATADOG INC$2,0080.07%14,100CommonSOLE
191216100KOCOCA COLA CO$1,9540.07%29,461CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$1,9540.07%8,499CommonSOLE
88339J105TTDTHE TRADE DESK INC$1,9490.07%39,766CommonSOLE
92047W101VVVVALVOLINE INC$1,9300.07%53,735CommonSOLE
48282T104KAIKADANT INC$1,9100.07%6,417CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$1,9020.07%6,333CommonSOLE
925652109VICIVICI PPTYS INC$1,8900.07%57,943CommonSOLE
15135B101CNCCENTENE CORP DEL$1,8830.07%52,788CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$1,8750.07%6,816CommonSOLE
09260D107BXBLACKSTONE INC$1,8520.07%10,837CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$1,8470.07%39,092CommonSOLE
G98196101W9N0WNS HLDGS LTD$1,8440.07%24,177CommonSOLE
60770K107MRNAMODERNA INC$1,8300.07%70,855CommonSOLE
060505104BACBANK AMERICA CORP$1,8290.07%35,448CommonSOLE
G053845018ZVASPEN INSURANCE HOLDINGS LTD$1,8170.07%49,491CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$1,8170.07%5,261CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$1,7980.07%23,080CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$1,7950.07%23,076CommonSOLE
902494103TSNTYSON FOODS INC$1,7850.07%32,879CommonSOLE
53947R105LOARLOAR HOLDINGS INC$1,7790.07%22,237CommonSOLE
66987V109NVSNOVARTIS AG$1,7750.07%13,842CommonSOLE
316773100FITBFIFTH THIRD BANCORP$1,7700.07%39,739CommonSOLE
500754106KHCKRAFT HEINZ CO$1,7670.06%67,871CommonSOLE
493267108KEYKEYCORP$1,7550.06%93,894CommonSOLE
73754Y100PTBPOTBELLY CORP$1,7540.06%102,917CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$1,7520.06%26,569CommonSOLE
89531P105TREXTREX CO INC$1,7290.06%33,453CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$1,7000.06%17,255CommonSOLE
44925C103ICFIICF INTL INC$1,6950.06%18,269CommonSOLE
12510Q100CCCCCC INTELLIGENT SOLUTIONS HL$1,6730.06%183,660CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$1,6580.06%13,237CommonSOLE
407497106HLNEHAMILTON LANE INC$1,6490.06%12,235CommonSOLE
719405102PLABPHOTRONICS INC$1,6490.06%71,846CommonSOLE
92343X100VTYVERINT SYS INC$1,6330.06%80,627CommonSOLE
78709Y105SAIASAIA INC$1,6130.06%5,389CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$1,5980.06%5,531CommonSOLE
15687V109CERTCERTARA INC$1,5980.06%130,744CommonSOLE
45674M101INFA1EURINFORMATICA INC$1,5900.06%64,003CommonSOLE
92343E102VRSNVERISIGN INC$1,5870.06%5,675CommonSOLE
74267C106PRAPROASSURANCE CORP$1,5860.06%66,123CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$1,5500.06%7,564CommonSOLE
04316A108APAMARTISAN PARTNERS ASSET MGMT$1,5260.06%35,162CommonSOLE
701094104PHPARKER-HANNIFIN CORP$1,5180.06%2,002CommonSOLE
057665200BCPCBALCHEM CORP$1,5090.06%10,059CommonSOLE
715684106TLKP T TELEKOMUNIKASI INDONESIA$1,5030.06%79,880CommonSOLE
456788108INFYINFOSYS LTD$1,4670.05%90,192CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$1,4620.05%3,487CommonSOLE
410345102HN9HANESBRANDS INC$1,4540.05%220,674CommonSOLE
806407102HSICHENRY SCHEIN INC$1,4530.05%21,899CommonSOLE
G7T16G103S3PSAPIENS INTL CORP N V$1,4510.05%33,738CommonSOLE
58985J105MERIDIANLINK INC$1,4460.05%72,550CommonSOLE
02390A101AMXAMERICA MOVIL SAB DE CV$1,4410.05%68,630CommonSOLE
92719V100VMEO*VIMEO INC$1,4350.05%185,204CommonSOLE
16115Q308GTLSCHART INDS INC$1,4280.05%7,136CommonSOLE
33829M101FIVEFIVE BELOW INC$1,4240.05%9,205CommonSOLE
73278L105POOLPOOL CORP$1,3990.05%4,513CommonSOLE
426281101JKHYHENRY JACK & ASSOC INC$1,3950.05%9,364CommonSOLE
285512109EAELECTRONIC ARTS INC$1,3390.05%6,640CommonSOLE
000360206AAONAAON INC$1,3310.05%14,246CommonSOLE
G4474Y214JHGJANUS HENDERSON GROUP PLC$1,3310.05%29,898CommonSOLE
74736L109QTWOQ2 HLDGS INC$1,3130.05%18,138CommonSOLE
278642103EBAYEBAY INC.$1,3130.05%14,438CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$1,3100.05%5,158CommonSOLE
74319R101PRGPROG HOLDINGS INC$1,3070.05%40,389CommonSOLE
400506101PACGRUPO AEROPUERTO DEL PACIFIC$1,3050.05%5,500CommonSOLE
126402106CSWCSW INDUSTRIALS INC$1,2810.05%5,277CommonSOLE
48123V102ZDZIFF DAVIS INC$1,2640.05%33,175CommonSOLE
91912E105VALEVALE S A$1,2190.04%112,290CommonSOLE
974155103WINGWINGSTOP INC$1,1720.04%4,657CommonSOLE
29273V100ETENERGY TRANSFER L P$1,1710.04%68,223CommonSOLE
047649108ATKRATKORE INC$1,1650.04%18,562CommonSOLE
04035M102ARHSARHAUS INC$1,1610.04%109,258CommonSOLE
07831C103BRBRBELLRING BRANDS INC$1,1550.04%31,774CommonSOLE
460690100IPGINTERPUBLIC GROUP COS INC$1,1520.04%41,273CommonSOLE
880770102TERTERADYNE INC$1,1470.04%8,332CommonSOLE
339750101FNDFLOOR & DECOR HLDGS INC$1,1400.04%15,464CommonSOLE
314211103FHIFEDERATED HERMES INC$1,1350.04%21,848CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$1,1190.04%2,653CommonSOLE
87265H109T86TRI POINTE HOMES INC$1,1140.04%32,793CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$1,1010.04%7,695CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$1,0970.04%1,185CommonSOLE
505336107LZBLA Z BOY INC$1,0910.04%31,792CommonSOLE
15677J108DAYDAYFORCE INC$1,0860.04%15,760CommonSOLE
852312305STAASTAAR SURGICAL CO$1,0700.04%39,804CommonSOLE
00508Y102AYIACUITY INC$1,0600.04%3,079CommonSOLE
G0176J109ALLEALLEGION PLC$1,0430.04%5,881CommonSOLE
086516101BBYBEST BUY INC$1,0250.04%13,554CommonSOLE
01973R101ALSNALLISON TRANSMISSION HLDGS I$1,0170.04%11,981CommonSOLE
67000B104NOVTNOVANTA INC$1,0150.04%10,137CommonSOLE
974250102WINAWINMARK CORP$1,0080.04%2,025CommonSOLE
12514G108CDWCDW CORP$1,0010.04%6,282CommonSOLE
749607107RLIRLI CORP$1,0000.04%15,339CommonSOLE
099724106BWABORGWARNER INC$9940.04%22,618CommonSOLE
303250104FICOFAIR ISAAC CORP$9890.04%661CommonSOLE
70438V106PCTYPAYLOCITY HLDG CORP$9860.04%6,192CommonSOLE
384109104GGGGRACO INC$9850.04%11,597CommonSOLE
012653200ALB 7.25 03/01/27ALBEMARLE CORP$9830.04%25,957CommonSOLE
254687106DISDISNEY WALT CO$9820.04%8,580CommonSOLE
054540208ACLSAXCELIS TECHNOLOGIES INC$9790.04%10,027CommonSOLE
879369106TFXTELEFLEX INCORPORATED$9780.04%7,994CommonSOLE
833034101SNASNAP ON INC$9710.04%2,802CommonSOLE
858119100STLDSTEEL DYNAMICS INC$9700.04%6,955CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$9700.04%4,747CommonSOLE
38267D109GSHDGOOSEHEAD INS INC$9660.04%12,987CommonSOLE
185123106CWANCLEARWATER ANALYTICS HLDGS I$9650.04%53,554CommonSOLE
74112D101PBHPRESTIGE CONSMR HEALTHCARE I$9560.04%15,328CommonSOLE
M5216V106GLBEGLOBAL E ONLINE LTD$9410.03%26,304CommonSOLE
553530106MSMMSC INDL DIRECT INC$9360.03%10,161CommonSOLE
358039105FRPTFRESHPET INC$9350.03%16,959CommonSOLE
923451108VBTXVERITEX HLDGS INC$9310.03%27,759CommonSOLE
64361Q101VNOMVIPER ENERGY INC$9310.03%24,364CommonSOLE
031100100AMEAMETEK INC$9250.03%4,918CommonSOLE
63947X101NCNONCINO INC$9130.03%33,696CommonSOLE
831865209AOSSMITH A O CORP$9110.03%12,406CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$8980.03%8,167CommonSOLE
98379L100XPELXPEL INC$8880.03%26,857CommonSOLE
12532H104GIBCGI INC$8860.03%9,942CommonSOLE
303075105FDSFACTSET RESH SYS INC$8790.03%3,067CommonSOLE
74346Y103PROPROS HOLDINGS INC$8770.03%38,283CommonSOLE
427866108HSYHERSHEY CO$8630.03%4,616CommonSOLE
90278Q108UFPIUFP INDUSTRIES INC$8570.03%9,162CommonSOLE
29261A100EHCENCOMPASS HEALTH CORP$8520.03%6,707CommonSOLE
92538J106VERXVERTEX INC$8490.03%34,240CommonSOLE
146229109CRICARTERS INC$8450.03%29,927CommonSOLE
745867101PHMPULTE GROUP INC$8350.03%6,319CommonSOLE
10950A205BTSG 6.75 02/01/27BRIGHTSPRING HEALTH SVCS INC$8290.03%8,198CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$8240.03%3,277CommonSOLE
655663102NDSNNORDSON CORP$8190.03%3,607CommonSOLE
70439P108PAYPAYMENTUS HOLDINGS INC$8180.03%26,721CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$8180.03%14,381CommonSOLE
878742204TECKTECK RESOURCES LTD$8040.03%18,322CommonSOLE
19247A100CNSCOHEN & STEERS INC$8040.03%12,260CommonSOLE
36237H101GIIIG III APPAREL GROUP LTD$8020.03%30,142CommonSOLE
440452100HRLHORMEL FOODS CORP$7900.03%31,915CommonSOLE
03769M304APO 6.75 07/31/26APOLLO GLOBAL MGMT INC$7860.03%11,186CommonSOLE
257651109DCIDONALDSON INC$7860.03%9,608CommonSOLE
09739D100BCCBOISE CASCADE CO DEL$7850.03%10,147CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$7850.03%4,661CommonSOLE
03990B309ARES 6.75 10/01/27 BARES MANAGEMENT CORPORATION$7840.03%15,778CommonSOLE
45781M101INVAINNOVIVA INC$7820.03%42,850CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$7780.03%634CommonSOLE
151290889CXCEMEX SAB DE CV$7720.03%85,829CommonSOLE
580589109MGRCMCGRATH RENTCORP$7670.03%6,540CommonSOLE
880890108TXTERNIUM SA$7540.03%21,706CommonSOLE
172755100CRUSCIRRUS LOGIC INC$7480.03%5,972CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$7420.03%18,931CommonSOLE
00912X302ALAIR LEASE CORP$7320.03%11,497CommonSOLE
45828L108IASINTEGRAL AD SCIENCE HLDNG CO$7290.03%71,712CommonSOLE
42824C208HPE 7.625 09/01/27HEWLETT PACKARD ENTERPRISE C$7270.03%10,710CommonSOLE
038336103ATRAPTARGROUP INC$7230.03%5,412CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$7190.03%10,449CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$7010.03%7,996CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$6910.03%2,902CommonSOLE
87161C501SYU1SYNOVUS FINL CORP$6820.03%13,900CommonSOLE
23331A109DHID R HORTON INC$6810.03%4,019CommonSOLE
00091G104ACVAACV AUCTIONS INC$6720.02%67,803CommonSOLE
929236107WDFCWD 40 CO$6540.02%3,311CommonSOLE
695156109PKGPACKAGING CORP AMER$6390.02%2,933CommonSOLE
16115Q407GTLS 6.75 12/15/25 BCHART INDS INC$6320.02%8,900CommonSOLE
64110D104NTAPNETAPP INC$6200.02%5,230CommonSOLE
775711104ROLROLLINS INC$6180.02%10,517CommonSOLE
891092108TTCTORO CO$5950.02%7,809CommonSOLE
729132100PLXSPLEXUS CORP$5920.02%4,089CommonSOLE
375558103GILDGILEAD SCIENCES INC$5910.02%5,322CommonSOLE
579780206MKCMCCORMICK & CO INC$5740.02%8,582CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$5730.02%106CommonSOLE
260003108DOVDOVER CORP$5620.02%3,370CommonSOLE
G0457F107ARCOARCOS DORADOS HOLDINGS INC$5530.02%81,892CommonSOLE
35905A109FTDRFRONTDOOR INC$5310.02%7,884CommonSOLE
45073V108ITTITT INC$5290.02%2,959CommonSOLE
231561101CWCURTISS WRIGHT CORP$5210.02%959CommonSOLE
596278101MIDDMIDDLEBY CORP$5080.02%3,822CommonSOLE
90337L108USPHU S PHYSICAL THERAPY$5030.02%5,919CommonSOLE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$4880.02%9,131CommonSOLE
N5749R1002GHMERUS N V$4800.02%5,100CommonSOLE
81725T100SXTSENSIENT TECHNOLOGIES CORP$4770.02%5,083CommonSOLE
125269100CFCF INDS HLDGS INC$4730.02%5,270CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$4680.02%508CommonSOLE
313745101FRTFEDERAL RLTY INVT TR NEW$4620.02%4,557CommonSOLE
90353W103UIUBIQUITI INC$4600.02%696CommonSOLE
82452J307FOUR 6 05/01/28SHIFT4 PMTS INC$4590.02%4,839CommonSOLE
053611109AVYAVERY DENNISON CORP$4570.02%2,821CommonSOLE
127055101CBTCABOT CORP$4470.02%5,882CommonSOLE
34959E109FTNTFORTINET INC$4430.02%5,269CommonSOLE
532457108LLYELI LILLY & CO$4410.02%578CommonSOLE
457187102INGRINGREDION INC$4270.02%3,493CommonSOLE
26969P108EXPEAGLE MATLS INC$4260.02%1,828CommonSOLE
883203101TXTTEXTRON INC$4120.02%4,878CommonSOLE
446413106HIIHUNTINGTON INGALLS INDS INC$4080.02%1,418CommonSOLE
580135101MCDMCDONALDS CORP$4060.01%1,336CommonSOLE
25754A201DPZDOMINOS PIZZA INC$4030.01%934CommonSOLE
722304102PDDPDD HOLDINGS INC$4010.01%3,034CommonSOLE
546347105LPXLOUISIANA PAC CORP$4010.01%4,509CommonSOLE
88034P109TMETENCENT MUSIC ENTMT GROUP$3910.01%16,754CommonSOLE
55277P104MGEEMGE ENERGY INC$3900.01%4,631CommonSOLE
16359R103CHECHEMED CORP NEW$3870.01%864CommonSOLE
443510607HUBBHUBBELL INC$3860.01%896CommonSOLE
34959J108FTVFORTIVE CORP$3790.01%7,731CommonSOLE
372460105GPCGENUINE PARTS CO$3650.01%2,634CommonSOLE
69924R1086PMPARAMOUNT GROUP INC$3630.01%55,531CommonSOLE
418056107HASHASBRO INC$3590.01%4,733CommonSOLE
17275R102CSCOCISCO SYS INC$3530.01%5,159CommonSOLE
169905106CHHCHOICE HOTELS INTL INC$3480.01%3,257CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$3420.01%1,211CommonSOLE
37253A103THRMGENTHERM INC$3090.01%9,074CommonSOLE
665859104NTRSNORTHERN TR CORP$3030.01%2,249CommonSOLE
343498101FLOFLOWERS FOODS INC$2950.01%22,615CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$2870.01%1,531CommonSOLE
02079K107GOOGALPHABET INC$2850.01%1,169CommonSOLE
126650100CVSCVS HEALTH CORP$2780.01%3,690CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$2630.01%3,531CommonSOLE
871829107SYYSYSCO CORP$2600.01%3,162CommonSOLE
116794207BRKR 6.375 09/01/28BRUKER CORP$2550.01%937CommonSOLE
872590104TMUST-MOBILE US INC$2460.01%1,028CommonSOLE
92276F100VTRVENTAS INC$2330.01%3,326CommonSOLE
65473P105NINISOURCE INC$2270.01%5,243CommonSOLE
761152107RMDRESMED INC$2150.01%786CommonSOLE
G3922B107GGENPACT LIMITED$2090.01%4,986CommonSOLE
959802109WUWESTERN UN CO$1600.01%20,056CommonSOLE
539439109LYGLLOYDS BANKING GROUP PLC$980.00%21,680CommonSOLE
02156K103OPTUALTICE USA INC$390.00%16,055CommonSOLE

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.