MondegarAI
NAVELLIER & ASSOCIATES INC

Q4 2025 · 13F-HR

NAVELLIER & ASSOCIATES INCholdings as filed

Filed 2026-02-03 · accession 0001104659-26-009534

$892.4M
Reported value
328
Positions
2025-12-31
Period end
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The Brief · NAVELLIER & ASSOCIATES INC · Q4 2025

AI · grounded in 13F

NAVELLIER & ASSOCIATES INC established a new position in CAH worth $13.1M. The fund also opened new stakes in STX for $11.5M and IDXX for $5.3M. On the sell side, the fund closed its positions in AXON and PGR, reducing holdings by $10.2M and $9.8M respectively. Additionally, the fund trimmed its stake in COST by 69.1%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA Corporation$108.0M12.1%578,972CommonNONE
532457108LLYEli Lilly and Company$27.9M3.13%25,987CommonNONE
29084Q100EMEEMCOR Group, Inc.$23.8M2.67%38,914CommonNONE
74762E102QUREQuanta Services, Inc.$19.4M2.17%45,983CommonNONE
199908104FIXComfort Systems USA, Inc.$18.0M2.02%19,268CommonNONE
03831W108APPAppLovin Corp. Class A$16.6M1.86%24,679CommonNONE
V7780T103RCLRoyal Caribbean Group$16.6M1.86%59,399CommonNONE
144285103CRSCarpenter Technology Corporation$15.9M1.78%50,515CommonNONE
69608A108PLTRPalantir Technologies Inc. Class A$15.7M1.76%88,162CommonNONE
443201108HWMHowmet Aerospace Inc.$15.1M1.69%73,608CommonNONE
92537N108VRTVertiv Holdings Co. Class A$14.4M1.61%88,779CommonNONE
496902404KGCKinross Gold Corporation$14.3M1.60%508,612CommonNONE
14149Y108CAHCardinal Health, Inc.$13.1M1.47%63,768CommonNONE
037833100AAPLApple Inc.$12.8M1.43%47,078CommonNONE
G7997R103STXSeagate Technology Holdings PLC$11.5M1.29%41,847CommonNONE
931142103WMTWalmart Inc.$11.4M1.28%102,239CommonNONE
04010E109AGXArgan, Inc.$11.3M1.27%36,108CommonNONE
011532108AGIAlamos Gold Inc.$11.2M1.25%289,224CommonNONE
30231G102XOMExxon Mobil Corporation$11.1M1.24%92,074CommonNONE
90353W103UIUbiquiti Inc.$10.8M1.21%19,576CommonNONE
008474108AEMAgnico Eagle Mines Limited$10.7M1.20%63,370CommonNONE
093712107BEBloom Energy Corporation Class A$10.2M1.14%117,364CommonNONE
86800U302SMCISuper Micro Computer, Inc.$9.1M1.02%310,424CommonNONE
594918104MSFTMicrosoft Corporation$8.6M0.97%17,875CommonNONE
770700102HOODRobinhood Markets, Inc. Class A$8.6M0.96%75,756CommonNONE
M3760D101ESLTElbit Systems Ltd$8.4M0.94%14,553CommonNONE
30161Q104EXELExelixis, Inc.$7.6M0.85%173,391CommonNONE
30303M102METAMeta Platforms Inc Class A$7.2M0.81%10,913CommonNONE
40171V100GWREGuidewire Software, Inc.$7.1M0.79%35,232CommonNONE
00287Y109ABBVAbbVie, Inc.$6.8M0.76%29,566CommonNONE
87612G101TRGPTarga Resources Corp.$6.6M0.74%35,798CommonNONE
512807306LRCXLam Research Corporation$5.9M0.66%34,600CommonNONE
73933G202PSIXPower Solutions International, Inc.$5.8M0.65%101,729CommonNONE
03073E105CORCencora, Inc.$5.8M0.65%17,159CommonNONE
146869102CVNACarvana Co. Class A$5.8M0.65%13,688CommonNONE
04016X101ARGXargenx SE Sponsored ADR$5.6M0.63%6,668CommonNONE
191098102COKECoca-Cola Consolidated, Inc.$5.5M0.62%35,852CommonNONE
22160K105COSTCostco Wholesale Corporation$5.4M0.61%6,293CommonNONE
36828A101GEVGE Vernova Inc.$5.4M0.61%8,276CommonNONE
718546104PSXPhillips 66$5.4M0.60%41,762CommonNONE
858119100STLDSteel Dynamics, Inc.$5.4M0.60%31,728CommonNONE
45168D104IDXXIDEXX Laboratories, Inc.$5.3M0.59%7,795CommonNONE
29082A107EMBJEmbraer S.A. Sponsored ADR$5.3M0.59%81,780CommonNONE
023135106AMZNAmazon.com, Inc.$4.8M0.54%20,932CommonNONE
670346105NUENucor Corporation$4.7M0.52%28,542CommonNONE
G51502105JCIJohnson Controls International plc$4.6M0.52%38,554CommonNONE
17275R102CSCOCisco Systems, Inc.$4.5M0.50%58,176CommonNONE
G6700G107NVTnVent Electric plc$4.5M0.50%43,760CommonNONE
11135F101AVGOBroadcom Inc.$4.3M0.48%12,489CommonNONE
645827205IDRIdaho Strategic Resources Inc$4.3M0.48%106,752CommonNONE
G0260P102ASAmer Sports, Inc.$4.2M0.47%111,566CommonNONE
45579U109INDVIndivior Pharmaceuticals, Inc.$4.1M0.46%114,904CommonNONE
031162100AMGNAmgen Inc.$4.1M0.46%12,438CommonNONE
G87110105FTITechnipFMC plc$4.0M0.45%89,564CommonNONE
05605H100BWXTBWX Technologies, Inc.$4.0M0.45%23,077CommonNONE
85472N109STNStantec Inc$4.0M0.45%42,179CommonNONE
92343E102VRSNVeriSign, Inc.$3.9M0.44%16,182CommonNONE
049560105ATOAtmos Energy Corporation$3.9M0.44%23,314CommonNONE
020002101ALLAllstate Corporation$3.7M0.41%17,556CommonNONE
19247A100CNSCohen & Steers, Inc.$3.6M0.40%57,115CommonNONE
171779309CIENCiena Corporation$3.6M0.40%15,282CommonNONE
04316A108APAMArtisan Partners Asset Management, Inc. Class A$3.5M0.39%85,669CommonNONE
701094104PHParker-Hannifin Corporation$3.4M0.38%3,877CommonNONE
87305R109TTMITTM Technologies, Inc.$3.3M0.37%47,942CommonNONE
369550108GDGeneral Dynamics Corporation$3.3M0.37%9,675CommonNONE
913456109UVVUniversal Corp$3.3M0.36%61,696CommonNONE
81141R100SESea Limited Sponsored ADR Class A$3.2M0.36%25,414CommonNONE
278642103EBAYeBay Inc.$3.2M0.36%37,010CommonNONE
629377508NRGNRG Energy, Inc.$3.2M0.36%20,231CommonNONE
192108504CDECoeur Mining, Inc.$3.2M0.36%178,996CommonNONE
02079K305GOOGLAlphabet Inc. Class A$3.1M0.35%10,050CommonNONE
501044101KRKroger Co.$3.1M0.35%50,227CommonNONE
78435P105SEZLSezzle Inc.$3.0M0.34%47,860CommonNONE
464288885EFGiShares MSCI EAFE Growth ETF$3.0M0.34%26,633CommonNONE
478160104JNJJohnson & Johnson$2.9M0.33%14,148CommonNONE
00766T100ACMAECOM$2.9M0.32%29,933CommonNONE
05722G100BKRBaker Hughes Company Class A$2.8M0.32%61,735CommonNONE
803054204SAPSAP SE Sponsored ADR$2.7M0.31%11,270CommonNONE
12572Q105CMECME Group Inc. Class A$2.7M0.31%9,998CommonNONE
128030202CALMCal-Maine Foods, Inc.$2.7M0.31%34,216CommonNONE
316092808FTECFidelity MSCI Information Technology Index ETF$2.7M0.30%12,110CommonNONE
46625H100JPMJPMorgan Chase & Co.$2.7M0.30%8,437CommonNONE
91913Y100VLOValero Energy Corporation$2.7M0.30%16,621CommonNONE
482480100KLACKLA Corporation$2.7M0.30%2,218CommonNONE
G36738105FDPFresh Del Monte Produce Inc.$2.7M0.30%75,212CommonNONE
422704106HLHecla Mining Company$2.6M0.30%137,806CommonNONE
64361Q101VNOMViper Energy, Inc.$2.6M0.30%68,420CommonNONE
98389B100XELXcel Energy Inc.$2.6M0.29%35,316CommonNONE
980745103WWDWoodward, Inc.$2.6M0.29%8,572CommonNONE
125141101CECOCECO Environmental Corp.$2.5M0.28%42,455CommonNONE
284902509EGOEldorado Gold Corporation$2.4M0.27%68,151CommonNONE
742718109PGProcter & Gamble Company$2.4M0.27%17,044CommonNONE
70439P108PAYPaymentus Holdings, Inc Class A$2.4M0.27%77,174CommonNONE
464288877EFViShares MSCI EAFE Value ETF$2.4M0.27%33,333CommonNONE
40416E103HCIHCI Group, Inc.$2.2M0.25%11,536CommonNONE
34354P105FLSFlowserve Corporation$2.2M0.25%31,775CommonNONE
194162103CLColgate-Palmolive Company$2.1M0.24%26,553CommonNONE
72147K108PPCPilgrim's Pride Corporation$2.1M0.23%53,413CommonNONE
109641100EATBrinker International, Inc.$2.1M0.23%14,351CommonNONE
26817Q886DXDynex Capital, Inc.$2.1M0.23%146,371CommonNONE
02079K107GOOGAlphabet Inc. Class C$2.0M0.23%6,515CommonNONE
784730103SSRMSSR Mining Inc$1.9M0.22%88,532CommonNONE
713448108PEPPepsiCo, Inc.$1.9M0.22%13,486CommonNONE
78462F103SPYState Street SPDR S&P 500 ETF$1.9M0.21%2,797CommonNONE
428050108HSAIHesai Group Sponsored ADR$1.9M0.21%84,033CommonNONE
901109108TPCTutor Perini Corporation$1.9M0.21%27,750CommonNONE
166764100CVXChevron Corporation$1.9M0.21%12,182CommonNONE
65339F101NEENextEra Energy, Inc.$1.8M0.20%22,695CommonNONE
05156V102AUPHAurinia Pharmaceuticals Inc.$1.8M0.20%111,686CommonNONE
71742Q106PAHCPhibro Animal Health Corporation Class A$1.8M0.20%47,272CommonNONE
H8088L103SRADSportradar Group AG Class A$1.7M0.20%73,245CommonNONE
78463V107GLDSPDR Gold Shares$1.7M0.19%4,380CommonNONE
33733E203FBTFirst Trust NYSE Arca Biotechnology Index Fund$1.7M0.19%8,402CommonNONE
29446Y502EQXEquinox Gold Corp.$1.6M0.18%115,638CommonNONE
28225C806EGANeGain Corporation$1.6M0.18%156,755CommonNONE
450913108IAGIAMGOLD Corporation$1.6M0.18%97,007CommonNONE
68390D106OROR Royalties Inc.$1.6M0.18%44,902CommonNONE
099502106BAHBooz Allen Hamilton Holding Corporation Class A$1.6M0.18%18,627CommonNONE
33734X143FXHFirst Trust Health Care AlphaDEX Fund$1.5M0.17%13,429CommonNONE
89679M104TFPMTriple Flag Precious Metals Corp.$1.5M0.16%44,244CommonNONE
33734X135FXOFirst Trust Financials AlphaDEX Fund$1.5M0.16%24,302CommonNONE
33734X127FXNFirst Trust Energy AlphaDEX Fund$1.5M0.16%88,835CommonNONE
459200101IBMInternational Business Machines Corporation$1.4M0.16%4,846CommonNONE
337345102QTECFirst Trust NASDAQ-100 Technology Sector Index Fund$1.4M0.16%6,174CommonNONE
902252105TYLTyler Technologies, Inc.$1.4M0.16%3,125CommonNONE
580135101MCDMcDonald's Corporation$1.4M0.16%4,615CommonNONE
285409108ELMDElectromed, Inc.$1.4M0.16%48,395CommonNONE
33734X119FXGFirst Trust Consumer Staples AlphaDEX Fund$1.4M0.16%22,852CommonNONE
343389409FTKFlotek Industries, Inc.$1.4M0.15%79,578CommonNONE
644535106NGDNNew Gold Inc.$1.4M0.15%157,189CommonNONE
437076102HDHome Depot, Inc.$1.4M0.15%3,969CommonNONE
46434G822EWJiShares MSCI Japan ETF$1.3M0.15%16,642CommonNONE
96924N100WLDNWilldan Group, Inc.$1.3M0.15%12,909CommonNONE
G1757E113CMCLCaledonia Mining Corporation PLC$1.3M0.15%51,006CommonNONE
624756102MLIMueller Industries, Inc.$1.3M0.14%11,063CommonNONE
773121108RKLBRocket Lab Corporation$1.3M0.14%18,032CommonNONE
79466L302CRMSalesforce, Inc.$1.2M0.14%4,708CommonNONE
87422Q109TLNTalen Energy Corp$1.2M0.14%3,234CommonNONE
88034P109TMETencent Music Entertainment Group Sponsored ADR Class A$1.2M0.13%67,256CommonNONE
907818108UNPUnion Pacific Corporation$1.2M0.13%5,077CommonNONE
172967424CCitigroup Inc.$1.1M0.13%9,614CommonNONE
032654105ADIAnalog Devices, Inc.$1.1M0.12%4,022CommonNONE
7495271071RGREV Group, Inc.$1.1M0.12%17,913CommonNONE
44951W106IESCIES Holdings, Inc.$1.1M0.12%2,755CommonNONE
26740W109QBTSD-Wave Quantum Inc.$1.1M0.12%40,963CommonNONE
655844108NSCNorfolk Southern Corporation$1.1M0.12%3,700CommonNONE
171077407NAGENiagen Bioscience, Inc.$1.0M0.12%164,782CommonNONE
464287200IVViShares Core S&P 500 ETF$1.0M0.11%1,496CommonNONE
739128106POWLPowell Industries, Inc.$999,1270.11%3,134CommonNONE
57636Q104MAMastercard Incorporated Class A$986,4810.11%1,728CommonNONE
464286509EWCiShares MSCI Canada ETF$931,2630.10%17,268CommonNONE
548661107LOWLowe's Companies, Inc.$929,9130.10%3,856CommonNONE
464287721IYWiShares U.S. Technology ETF$915,7320.10%4,586CommonNONE
42727J102HRTGHeritage Insurance Holdings, Inc.$914,6090.10%31,258CommonNONE
928254101VIRTVirtu Financial, Inc. Class A$905,2710.10%27,169CommonNONE
464287234EEMiShares MSCI Emerging Markets ETF$905,1770.10%16,545CommonNONE
92826C839VVisa Inc. Class A$880,7170.10%2,511CommonNONE
670837103OGEOGE Energy Corp.$879,8010.10%20,604CommonNONE
92343V104VZVerizon Communications Inc.$877,3090.10%21,540CommonNONE
922042874VGKVanguard FTSE Europe ETF$869,2100.10%10,396CommonNONE
46222L108IONQIonQ, Inc.$850,6010.10%18,957CommonNONE
464287796IYEiShares U.S. Energy ETF$841,3290.09%17,701CommonNONE
115233793BIAUXBrown Advisory Small-Cap Fundamental Value Fund Investor Shs$833,7430.09%31,438CommonNONE
464286665EPPiShares MSCI Pacific ex-Japan ETF$833,6130.09%16,517CommonNONE
574795100MASIMasimo Corporation$820,6790.09%6,310CommonNONE
191216100KOCoca-Cola Company$818,7860.09%11,712CommonNONE
45826T509ITRGIntegra Resources Corp$816,9890.09%203,738CommonNONE
90138A103VNETVNET Group, Inc. Sponsored ADR$808,2940.09%95,543CommonNONE
680223104ORIOld Republic International Corporation$792,9430.09%17,374CommonNONE
861896108SNEXStoneX Group Inc.$779,8760.09%8,198CommonNONE
30040W108ESEversource Energy$777,3250.09%11,545CommonNONE
464287507IJHiShares Core S&P Mid-Cap ETF$768,9000.09%11,650CommonNONE
78409V104SPGIS&P Global, Inc.$745,2130.08%1,426CommonNONE
94106B101WCNWaste Connections, Inc.$728,7960.08%4,156CommonNONE
75513E101RTXRTX Corporation$728,1860.08%3,970CommonNONE
45841N107IBKRInteractive Brokers Group, Inc. Class A$726,8320.08%11,302CommonNONE
936772201WGROXWasatch Core Growth Fund$717,8840.08%9,674CommonNONE
358010106FEIMFrequency Electronics, Inc.$710,6880.08%13,200CommonNONE
697435105PANWPalo Alto Networks, Inc.$708,2490.08%3,845CommonNONE
422806109HEIHEICO Corporation$693,7770.08%2,144CommonNONE
916896103UECUranium Energy Corp.$687,4960.08%58,861CommonNONE
18507C103CLPTClearPoint Neuro, Inc.$684,0000.08%50,000CommonNONE
002824100ABTAbbott Laboratories$680,4500.08%5,431CommonNONE
68389X105ORCLOracle Corporation$680,2360.08%3,490CommonNONE
512816109LAMRLamar Advertising Company Class A$678,2080.08%5,358CommonNONE
91324P102UNHUnitedHealth Group Incorporated$674,5090.08%2,043CommonNONE
904767803ULUnilever PLC Sponsored ADR$668,0610.07%10,215CommonNONE
808513105SCHWCharles Schwab Corp$659,4060.07%6,600CommonNONE
465741106ITRIItron, Inc.$646,2130.07%6,959CommonNONE
718172109PMPhilip Morris International Inc.$643,3640.07%4,011CommonNONE
Y64177101ECOOkeanis Eco Tankers Corp.$631,3530.07%18,657CommonNONE
092113109BKHBlack Hills Corporation$625,3350.07%9,008CommonNONE
988498101YUMYum! Brands, Inc.$620,8780.07%4,104CommonNONE
45337C102INCYIncyte Corporation$618,8930.07%6,266CommonNONE
03820C105AITApplied Industrial Technologies, Inc.$615,7340.07%2,398CommonNONE
05379B107AVAAvista Corporation$613,8650.07%15,928CommonNONE
G3730V105FTAIFTAI Aviation Ltd.$608,6600.07%3,092CommonNONE
00737L103CVSAAdtalem Global Education Inc.$606,7480.07%5,864CommonNONE
G0250X149AMCRAmcor PLC$601,5390.07%72,127CommonNONE
060505104BACBank of America Corp$599,5000.07%10,900CommonNONE
M6158M104ITRNIturan Location and Control Ltd.$573,4090.06%13,332CommonNONE
69753M105PLMRPalomar Holdings, Inc.$573,2690.06%4,254CommonNONE
641069406NSRGYNestle S.A. Sponsored ADR$572,2330.06%5,793CommonNONE
03769M106APOApollo Global Management Inc$571,9470.06%3,951CommonNONE
55336V100MPLXMPLX LP$559,5840.06%10,485CommonNONE
744320102PRUPrudential Financial, Inc.$559,3200.06%4,955CommonNONE
682680103OKEONEOK, Inc.$557,4720.06%7,585CommonNONE
40131M109GHGuardant Health, Inc.$552,7820.06%5,412CommonNONE
801056102SANMSanmina Corporation$552,7080.06%3,683CommonNONE
237194105DRIDarden Restaurants, Inc.$549,3500.06%2,985CommonNONE
Y23592135ESEAEuroseas Ltd.$537,2640.06%9,840CommonNONE
M8740S227TATTTAT Technologies Ltd.$536,3670.06%12,010CommonNONE
780287108RGLDRoyal Gold, Inc.$534,6070.06%2,405CommonNONE
384556106GHMGraham Corporation$530,4760.06%8,259CommonNONE
609839105MPWRMonolithic Power Systems, Inc.$512,0930.06%565CommonNONE
372460105GPCGenuine Parts Company$503,4660.06%4,095CommonNONE
G4690M101IBEXIBEX Ltd$499,3180.06%13,078CommonNONE
594972408MSTRStrategy Inc Class A$494,2930.06%3,253CommonNONE
45866F104ICEIntercontinental Exchange, Inc.$487,3380.05%3,009CommonNONE
053015103ADPAutomatic Data Processing, Inc.$473,8130.05%1,842CommonNONE
665859104NTRSNorthern Trust Corporation$471,6450.05%3,453CommonNONE
M7516K103NVMINova Ltd.$467,9560.05%1,425CommonNONE
318672706FBPFirst Bancorp$466,8810.05%22,522CommonNONE
025816109AXPAmerican Express Company$466,5070.05%1,261CommonNONE
02913V103APEIAmerican Public Education, Inc.$462,5210.05%12,236CommonNONE
97650W108WTFCWintrust Financial Corporation$462,1050.05%3,305CommonNONE
500754106KHCKraft Heinz Company$453,4750.05%18,700CommonNONE
872657101TPGTPG Inc Class A$449,4970.05%7,041CommonNONE
007903107AMDAdvanced Micro Devices, Inc.$448,4510.05%2,094CommonNONE
189054109CLXClorox Company$446,0720.05%4,424CommonNONE
G4809J106IGICInternational General Insurance Holdings Ltd.$442,7380.05%17,646CommonNONE
254687106DISWalt Disney Company$440,7090.05%3,874CommonNONE
666807102NOCNorthrop Grumman Corp.$438,1690.05%768CommonNONE
02081G201ATECAlphatec Holdings, Inc.$434,2870.05%20,641CommonNONE
147528103CASYCasey's General Stores, Inc.$433,3250.05%784CommonNONE
110122108BMYBristol-Myers Squibb Company$426,1260.05%7,900CommonNONE
576323109MTZMasTec, Inc.$422,7850.05%1,945CommonNONE
82846H405QXOQXO, Inc.$420,2520.05%21,786CommonNONE
902673102UFPTUFP Technologies, Inc.$418,9710.05%1,887CommonNONE
427866108HSYHershey Company$418,5570.05%2,300CommonNONE
874039100TSMTaiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR$417,8380.05%1,375CommonNONE
88080T104WULFTeraWulf Inc.$417,3050.05%36,319CommonNONE
01625V104ALHCAlignment Healthcare, Inc.$415,3820.05%21,032CommonNONE
958669103WESWestern Midstream Partners, LP$413,6840.05%10,473CommonNONE
30225T102EXRExtra Space Storage Inc.$412,1940.05%3,165CommonNONE
631103108NDAQNasdaq, Inc.$410,9670.05%4,231CommonNONE
518613203LAURLaureate Education, Inc.$403,1980.05%11,975CommonNONE
446150104HBANHuntington Bancshares Incorporated$396,6560.04%22,862CommonNONE
921908844VIGVanguard Dividend Appreciation ETF$391,2390.04%1,780CommonNONE
425885100HNNAHennessy Advisors, Inc.$387,3600.04%40,350CommonNONE
M20115180BOSCBOS Better Online Solutions Ltd$385,7300.04%84,590CommonNONE
428103105HESMHess Midstream LP Class A$385,7100.04%11,180CommonNONE
09062X103BIIBBiogen Inc.$380,8420.04%2,164CommonNONE
88160R101TSLATesla, Inc.$375,9660.04%836CommonNONE
257701201DGICADonegal Group Inc. Class A$369,5900.04%18,498CommonNONE
750491102RDNTRadNet, Inc.$365,9540.04%5,129CommonNONE
433000106HIMSHims & Hers Health, Inc. Class A$364,8000.04%11,235CommonNONE
651639106NEMNewmont Corporation$359,4600.04%3,600CommonNONE
882508104TXNTexas Instruments Incorporated$347,5940.04%2,004CommonNONE
209115104EDConsolidated Edison, Inc.$346,5130.04%3,489CommonNONE
74158E104PNRGPrimeEnergy Resources Corporation$345,5910.04%2,021CommonNONE
228903100AORTArtivion, Inc.$338,7450.04%7,427CommonNONE
49456B101KMIKinder Morgan Inc Class P$334,9210.04%12,183CommonNONE
637870106NSANational Storage Affiliates Trust$329,9950.04%11,698CommonNONE
70932M107PFSIPennyMac Financial Services, Inc.$329,6000.04%2,500CommonNONE
31620M106FISFidelity National Information Services, Inc.$328,9290.04%4,949CommonNONE
29273V100ETEnergy Transfer LP$325,6780.04%19,750CommonNONE
458140100INTCIntel Corporation$324,7200.04%8,800CommonNONE
G4124C109GRABGrab Holdings Limited Class A$323,8760.04%64,905CommonNONE
17253J106CIFRCipher Mining Inc$322,7570.04%21,867CommonNONE
466313103JBLJabil Inc.$319,0000.04%1,399CommonNONE
20451Q104CODICompass Diversified Holdings$316,7760.04%65,995CommonNONE
293792107EPDEnterprise Products Partners L.P.$316,6900.04%9,878CommonNONE
64110L106NFLXNetflix, Inc.$315,0340.04%3,360CommonNONE
374297109GTYGetty Realty Corp.$312,7020.04%11,425CommonNONE
72651A207PAGPPlains GP Holdings LP Class A$311,5040.03%16,275CommonNONE
247361702DALDelta Air Lines, Inc.$307,4420.03%4,430CommonNONE
06849F108BBarrick Mining Corporation$304,8500.03%7,000CommonNONE
53263P105LMBLimbach Holdings, Inc.$286,3320.03%3,678CommonNONE
92189F486FLTRVanEck IG Floating Rate ETF$285,6070.03%11,209CommonNONE
G29183103ETNEaton Corp. Plc$284,7480.03%894CommonNONE
038222105AMATApplied Materials, Inc.$284,3320.03%1,106CommonNONE
58933Y105MRKMerck & Co., Inc.$282,7280.03%2,686CommonNONE
14888U101CPRXCatalyst Pharmaceuticals, Inc.$274,1050.03%11,744CommonNONE
026874784AIGAmerican International Group, Inc.$269,4830.03%3,150CommonNONE
677864100ODCOil-Dri Corporation of America$266,1360.03%5,438CommonNONE
74164F103PRIMPrimoris Services Corporation$264,1700.03%2,128CommonNONE
73328P106POAHYPorsche Automobil Holding SE Unsponsored ADR$263,7560.03%56,262CommonNONE
87162W100SNXTD SYNNEX Corporation$258,2450.03%1,719CommonNONE
019330109ALNTAllient Inc.$256,2800.03%4,768CommonNONE
V5633W109MMYTMakeMyTrip Ltd.$255,0650.03%3,106CommonNONE
197236102COLBColumbia Banking System, Inc.$253,0590.03%9,054CommonNONE
69888T207PARRPar Pacific Holdings Inc$251,0050.03%7,143CommonNONE
099724106BWABorgWarner Inc.$250,7590.03%5,565CommonNONE
830940102SKWDSkyward Specialty Insurance Group, Inc.$246,4010.03%4,821CommonNONE
G25457105CRDOCredo Technology Group Holding Ltd.$245,3320.03%1,705CommonNONE
580589109MGRCMcGrath RentCorp$244,3820.03%2,329CommonNONE
37045V100GMGeneral Motors Company$243,9600.03%3,000CommonNONE
826176109SIEBSiebert Financial Corp.$239,8240.03%68,326CommonNONE
872590104TMUST-Mobile US, Inc.$238,5720.03%1,175CommonNONE
109696104BCOBrink's Company$237,7790.03%2,037CommonNONE
03957W106AROCArchrock Inc.$235,6360.03%9,056CommonNONE
94106L109WMWaste Management, Inc.$235,3850.03%1,071CommonNONE
81762P102NOWServiceNow, Inc.$235,1470.03%1,535CommonNONE
03783C100APPFAppFolio Inc Class A$232,6500.03%1,000CommonNONE
025537101AEPAmerican Electric Power Company, Inc.$230,6200.03%2,000CommonNONE
98419M100XYLXylem Inc.$228,5470.03%1,678CommonNONE
92847W103VITLVital Farms, Inc.$225,6880.03%7,066CommonNONE
46120E602ISRGIntuitive Surgical, Inc.$222,5790.02%393CommonNONE
438516106HONHoneywell International Inc.$222,4030.02%1,140CommonNONE
679580100ODFLOld Dominion Freight Line, Inc.$220,1470.02%1,404CommonNONE
053611109AVYAvery Dennison Corporation$214,2550.02%1,178CommonNONE
34959E109FTNTFortinet, Inc.$213,0570.02%2,683CommonNONE
143905107CSVCarriage Services Inc.$212,4730.02%5,023CommonNONE
28618M106ESIElement Solutions Inc$211,7900.02%8,475CommonNONE
922475108VEEVVeeva Systems Inc Class A$206,7110.02%926CommonNONE
87161C501SYU1Synovus Financial Corp.$204,7050.02%4,090CommonNONE
37247D106GNWGenworth Financial, Inc.$202,1640.02%22,388CommonNONE
665809109NTICNorthern Technologies International Corporation$195,7500.02%25,000CommonNONE
09058V103BCRXBioCryst Pharmaceuticals, Inc.$170,8430.02%21,903CommonNONE
97717P104WTWisdomTree, Inc.$150,9980.02%12,387CommonNONE
640671400NEPHNephros, Inc.$132,6140.01%27,175CommonNONE
126389105CSPICSP Inc.$125,0000.01%10,000CommonNONE
205684202CHCIComstock Holding Companies, Inc. Class A$120,4760.01%10,368CommonNONE
18452B209CLSKCleanspark, Inc.$102,1110.01%10,090CommonNONE
CSBYY3QX7Benguet Corp. Class B$2,2190.00%30,000CommonNONE
Q3254M100DTZZFDotz Nano Limited$4390.00%16,500CommonNONE
P8696W104SVASinovac Biotech Ltd.$013,018CommonNONE

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.