MondegarAI
NAVELLIER & ASSOCIATES INC

Q1 2026 · 13F-HR

NAVELLIER & ASSOCIATES INCholdings as filed

Filed 2026-05-07 · accession 0001104659-26-056800

$959.5M
Reported value
326
Positions
2026-03-31
Period end
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The Brief · NAVELLIER & ASSOCIATES INC · Q1 2026

AI · grounded in 13F

NAVELLIER & ASSOCIATES INC closed its position in HOOD, reducing exposure by $8.57M. The fund also exited positions in EXEL and GWRE, totaling losses of $7.6M and $7.08M respectively. On the buy side, the fund established a new position in MU worth $6.14M and increased its stake in MTZ by 1000.72%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA Corporation$104.1M10.9%597,154CommonNONE
29084Q100EMEEMCOR Group, Inc.$29.8M3.11%40,411CommonNONE
199908104FIXComfort Systems USA, Inc.$27.3M2.85%19,802CommonNONE
74762E102QUREQuanta Services, Inc.$25.5M2.65%46,366CommonNONE
532457108LLYEli Lilly and Company$25.3M2.64%27,494CommonNONE
92537N108VRTVertiv Holdings Co. Class A$23.8M2.48%95,078CommonNONE
144285103CRSCarpenter Technology Corporation$19.3M2.01%48,843CommonNONE
093712107BEBloom Energy Corporation Class A$17.4M1.82%128,725CommonNONE
G7997R103STXSeagate Technology Holdings PLC$17.4M1.81%44,380CommonNONE
443201108HWMHowmet Aerospace Inc.$16.8M1.75%72,812CommonNONE
90353W103UIUbiquiti Inc.$16.6M1.73%20,970CommonNONE
04010E109AGXArgan, Inc.$16.3M1.70%29,883CommonNONE
496902404KGCKinross Gold Corporation$16.0M1.67%525,244CommonNONE
30231G102XOMExxon Mobil Corporation$15.6M1.63%92,074CommonNONE
14149Y108CAHCardinal Health, Inc.$14.0M1.46%66,149CommonNONE
931142103WMTWalmart Inc.$13.9M1.45%111,859CommonNONE
011532108AGIAlamos Gold Inc.$13.4M1.40%302,336CommonNONE
V7780T103RCLRoyal Caribbean Group$13.1M1.37%47,598CommonNONE
008474108AEMAgnico Eagle Mines Limited$13.1M1.36%64,405CommonNONE
69608A108PLTRPalantir Technologies Inc. Class A$12.7M1.32%86,832CommonNONE
M3760D101ESLTElbit Systems Ltd$12.5M1.30%14,733CommonNONE
037833100AAPLApple Inc.$11.8M1.23%46,610CommonNONE
03831W108APPAppLovin Corp. Class A$9.7M1.01%24,365CommonNONE
171779309CIENCiena Corporation$9.3M0.97%23,940CommonNONE
36828A101GEVGE Vernova Inc.$7.4M0.77%8,515CommonNONE
512807306LRCXLam Research Corporation$7.4M0.77%34,610CommonNONE
718546104PSXPhillips 66$7.3M0.76%40,267CommonNONE
86800U302SMCISuper Micro Computer, Inc.$7.2M0.75%315,592CommonNONE
576323109MTZMasTec, Inc.$6.9M0.72%21,409CommonNONE
594918104MSFTMicrosoft Corporation$6.6M0.68%17,735CommonNONE
G87110105FTITechnipFMC plc$6.6M0.68%94,828CommonNONE
73933G202PSIXPower Solutions International, Inc.$6.5M0.68%107,502CommonNONE
191098102COKECoca-Cola Consolidated, Inc.$6.4M0.67%33,639CommonNONE
30303M102METAMeta Platforms Inc Class A$6.2M0.64%10,769CommonNONE
00287Y109ABBVAbbVie, Inc.$6.2M0.64%28,305CommonNONE
595112103MUMicron Technology, Inc.$6.1M0.64%18,164CommonNONE
19247G107COHRCoherent Corp.$6.0M0.62%25,114CommonNONE
22160K105COSTCostco Wholesale Corporation$5.9M0.62%5,951CommonNONE
87305R109TTMITTM Technologies, Inc.$5.6M0.58%57,613CommonNONE
007973100AEISAdvanced Energy Industries, Inc.$5.4M0.56%16,773CommonNONE
192108504CDECoeur Mining, Inc.$5.4M0.56%285,884CommonNONE
858119100STLDSteel Dynamics, Inc.$5.3M0.56%29,714CommonNONE
06849F108BBarrick Mining Corporation$5.3M0.56%130,653CommonNONE
04016X101ARGXargenx SE Sponsored ADR$5.1M0.53%7,023CommonNONE
87612G101TRGPTarga Resources Corp.$5.1M0.53%20,331CommonNONE
G6700G107NVTnVent Electric plc$4.9M0.51%41,122CommonNONE
29082A107EMBJEmbraer S.A. Sponsored ADR$4.8M0.50%80,893CommonNONE
G51502105JCIJohnson Controls International plc$4.7M0.49%36,025CommonNONE
146869102CVNACarvana Co. Class A$4.6M0.48%14,622CommonNONE
670346105NUENucor Corporation$4.5M0.47%26,691CommonNONE
05605H100BWXTBWX Technologies, Inc.$4.4M0.45%21,305CommonNONE
17275R102CSCOCisco Systems, Inc.$4.3M0.45%55,584CommonNONE
031162100AMGNAmgen Inc.$4.2M0.44%11,971CommonNONE
049560105ATOAtmos Energy Corporation$4.1M0.43%22,436CommonNONE
020002101ALLAllstate Corporation$4.1M0.43%19,778CommonNONE
45579U109INDVIndivior Pharmaceuticals, Inc.$4.1M0.43%134,108CommonNONE
422704106HLHecla Mining Company$3.9M0.41%211,067CommonNONE
91913Y100VLOValero Energy Corporation$3.9M0.41%15,912CommonNONE
023135106AMZNAmazon.com, Inc.$3.9M0.40%18,540CommonNONE
11135F101AVGOBroadcom Inc.$3.8M0.40%12,366CommonNONE
92343E102VRSNVeriSign, Inc.$3.8M0.39%15,103CommonNONE
05722G100BKRBaker Hughes Company Class A$3.6M0.38%59,405CommonNONE
645827205IDRIdaho Strategic Resources Inc$3.5M0.37%109,881CommonNONE
501044101KRKroger Co.$3.5M0.37%48,645CommonNONE
478160104JNJJohnson & Johnson$3.4M0.36%14,084CommonNONE
19247A100CNSCohen & Steers, Inc.$3.4M0.36%54,813CommonNONE
78435P105SEZLSezzle Inc.$3.4M0.35%53,339CommonNONE
204448104BVNCompania de Minas Buenaventura SAA Sponsored ADR$3.3M0.34%91,231CommonNONE
701094104PHParker-Hannifin Corporation$3.3M0.34%3,670CommonNONE
980745103WWDWoodward, Inc.$3.3M0.34%9,162CommonNONE
278642103EBAYeBay Inc.$3.2M0.33%35,233CommonNONE
482480100KLACKLA Corporation$3.2M0.33%2,173CommonNONE
369550108GDGeneral Dynamics Corporation$3.2M0.33%9,272CommonNONE
913456109UVVUniversal Corp$3.1M0.32%59,018CommonNONE
64361Q101VNOMViper Energy, Inc.$3.1M0.32%65,303CommonNONE
04316A108APAMArtisan Partners Asset Management, Inc. Class A$3.0M0.31%81,782CommonNONE
464288885EFGiShares MSCI EAFE Growth ETF$3.0M0.31%26,633CommonNONE
G36738105FDPFresh Del Monte Produce Inc.$2.9M0.30%72,113CommonNONE
71742Q106PAHCPhibro Animal Health Corporation Class A$2.9M0.30%52,340CommonNONE
02079K305GOOGLAlphabet Inc. Class A$2.9M0.30%10,060CommonNONE
901109108TPCTutor Perini Corporation$2.9M0.30%37,215CommonNONE
784730103SSRMSSR Mining Inc$2.9M0.30%97,258CommonNONE
12572Q105CMECME Group Inc. Class A$2.8M0.29%9,509CommonNONE
629377508NRGNRG Energy, Inc.$2.8M0.29%19,196CommonNONE
02079K107GOOGAlphabet Inc. Class C$2.8M0.29%9,686CommonNONE
125141101CECOCECO Environmental Corp.$2.7M0.28%45,280CommonNONE
98389B100XELXcel Energy Inc.$2.7M0.28%33,746CommonNONE
152006102CGAUCenterra Gold Inc.$2.7M0.28%150,380CommonNONE
128030202CALMCal-Maine Foods, Inc.$2.6M0.27%33,033CommonNONE
M87915274TSEMTower Semiconductor Ltd$2.6M0.27%14,651CommonNONE
284902509EGOEldorado Gold Corporation$2.5M0.27%74,078CommonNONE
443628102HBMHudbay Minerals Inc$2.5M0.26%120,870CommonNONE
91912E105VALEVale S.A. Sponsored ADR$2.5M0.26%158,647CommonNONE
166764100CVXChevron Corporation$2.5M0.26%12,174CommonNONE
464288877EFViShares MSCI EAFE Value ETF$2.5M0.26%33,333CommonNONE
00766T100ACMAECOM$2.5M0.26%28,935CommonNONE
46625H100JPMJPMorgan Chase & Co.$2.4M0.25%8,240CommonNONE
316092808FTECFidelity MSCI Information Technology Index ETF$2.4M0.25%11,500CommonNONE
742718109PGProcter & Gamble Company$2.4M0.25%16,457CommonNONE
962879102WPMWheaton Precious Metals Corp$2.3M0.24%17,762CommonNONE
F21107101CSTMConstellium SE Class A$2.3M0.24%92,662CommonNONE
34354P105FLSFlowserve Corporation$2.3M0.24%30,752CommonNONE
194162103CLColgate-Palmolive Company$2.2M0.23%25,383CommonNONE
450913108IAGIAMGOLD Corporation$2.1M0.22%111,569CommonNONE
713448108PEPPepsiCo, Inc.$2.1M0.22%13,432CommonNONE
65339F101NEENextEra Energy, Inc.$2.1M0.22%22,435CommonNONE
26817Q886DXDynex Capital, Inc.$2.0M0.21%156,297CommonNONE
40416E103HCIHCI Group, Inc.$2.0M0.21%12,797CommonNONE
29446Y502EQXEquinox Gold Corp.$1.8M0.19%127,799CommonNONE
68390D106OROR Royalties Inc.$1.8M0.19%48,307CommonNONE
78462F103SPYState Street SPDR S&P 500 ETF$1.8M0.19%2,797CommonNONE
428050108HSAIHesai Group Sponsored ADR$1.8M0.18%92,835CommonNONE
78463V107GLDSPDR Gold Shares$1.7M0.18%4,029CommonNONE
G0260P102ASAmer Sports, Inc.$1.7M0.18%52,436CommonNONE
05156V102AUPHAurinia Pharmaceuticals Inc.$1.7M0.18%114,936CommonNONE
89679M104TFPMTriple Flag Precious Metals Corp.$1.7M0.18%48,490CommonNONE
Y41053102INSWInternational Seaways, Inc.$1.7M0.17%22,754CommonNONE
33734X127FXNFirst Trust Energy AlphaDEX Fund$1.6M0.17%71,385CommonNONE
33734X168FXZFirst Trust Materials AlphaDEX Fund$1.6M0.16%20,759CommonNONE
739128106POWLPowell Industries, Inc.$1.6M0.16%2,906CommonNONE
343389409FTKFlotek Industries, Inc.$1.5M0.15%86,370CommonNONE
33734X150FXRFirst Trust Industrials/Producer Durables AlphaDEX Fund$1.4M0.15%17,731CommonNONE
580135101MCDMcDonald's Corporation$1.4M0.15%4,590CommonNONE
099502106BAHBooz Allen Hamilton Holding Corporation Class A$1.4M0.15%18,127CommonNONE
928254101VIRTVirtu Financial, Inc. Class A$1.4M0.15%31,681CommonNONE
28225C806EGANeGain Corporation$1.3M0.14%170,635CommonNONE
33733E203FBTFirst Trust NYSE Arca Biotechnology Index Fund$1.3M0.14%6,678CommonNONE
33734X101FXDFirst Trust Consumer Discretionary AlphaDEX Fund$1.3M0.14%20,681CommonNONE
33734X119FXGFirst Trust Consumer Staples AlphaDEX Fund$1.3M0.14%20,341CommonNONE
44951W106IESCIES Holdings, Inc.$1.3M0.13%2,674CommonNONE
032654105ADIAnalog Devices, Inc.$1.3M0.13%3,983CommonNONE
483007704KALUKaiser Aluminum Corporation$1.3M0.13%10,443CommonNONE
46434G822EWJiShares MSCI Japan ETF$1.3M0.13%14,862CommonNONE
624756102MLIMueller Industries, Inc.$1.3M0.13%11,284CommonNONE
42727J102HRTGHeritage Insurance Holdings, Inc.$1.2M0.13%47,200CommonNONE
907818108UNPUnion Pacific Corporation$1.2M0.13%5,015CommonNONE
Y7542C130STNGScorpio Tankers Inc.$1.2M0.13%16,121CommonNONE
G1757E113CMCLCaledonia Mining Corporation PLC$1.2M0.12%52,371CommonNONE
459200101IBMInternational Business Machines Corporation$1.2M0.12%4,823CommonNONE
574795100MASIMasimo Corporation$1.1M0.12%6,310CommonNONE
H8088L103SRADSportradar Group AG Class A$1.1M0.12%66,008CommonNONE
70439P108PAYPaymentus Holdings, Inc Class A$1.1M0.11%43,233CommonNONE
96924N100WLDNWilldan Group, Inc.$1.1M0.11%14,300CommonNONE
773121108RKLBRocket Lab Corporation$1.1M0.11%16,890CommonNONE
902252105TYLTyler Technologies, Inc.$1.1M0.11%3,125CommonNONE
92343V104VZVerizon Communications Inc.$1.1M0.11%21,227CommonNONE
655844108NSCNorfolk Southern Corporation$1.1M0.11%3,700CommonNONE
Y64177101ECOOkeanis Eco Tankers Corp.$1.0M0.10%19,839CommonNONE
861896108SNEXStoneX Group Inc.$1.0M0.10%12,440CommonNONE
670837103OGEOGE Energy Corp.$988,3290.10%20,607CommonNONE
88322Q108TGTXTG Therapeutics, Inc.$973,0140.10%29,290CommonNONE
464287200IVViShares Core S&P 500 ETF$966,7510.10%1,480CommonNONE
172967424CCitigroup Inc.$961,6030.10%8,479CommonNONE
G9108L173TENTsakos Energy Navigation Limited$960,4560.10%24,340CommonNONE
548661107LOWLowe's Companies, Inc.$911,0960.09%3,856CommonNONE
191216100KOCoca-Cola Company$870,0120.09%11,440CommonNONE
115233793BIAUXBrown Advisory Small-Cap Fundamental Value Fund Investor Shs$862,6670.09%31,438CommonNONE
464287721IYWiShares U.S. Technology ETF$851,0410.09%4,691CommonNONE
79466L302CRMSalesforce, Inc.$825,3290.09%4,421CommonNONE
87422Q109TLNTalen Energy Corp$805,0980.08%2,522CommonNONE
30040W108ESEversource Energy$798,3830.08%11,524CommonNONE
464287796IYEiShares U.S. Energy ETF$790,0000.08%12,197CommonNONE
916896103UECUranium Energy Corp.$788,2380.08%58,388CommonNONE
464287507IJHiShares Core S&P Mid-Cap ETF$786,7250.08%11,650CommonNONE
97717P104WTWisdomTree, Inc.$786,3280.08%54,006CommonNONE
464286509EWCiShares MSCI Canada ETF$783,2230.08%14,295CommonNONE
464287234EEMiShares MSCI Emerging Markets ETF$777,6250.08%13,693CommonNONE
75513E101RTXRTX Corporation$749,7020.08%3,886CommonNONE
45841N107IBKRInteractive Brokers Group, Inc. Class A$731,3310.08%10,904CommonNONE
G3730V105FTAIFTAI Aviation Ltd.$726,4250.08%2,965CommonNONE
464287754IYJiShares U.S. Industrials ETF$721,4710.08%4,890CommonNONE
680223104ORIOld Republic International Corporation$683,8640.07%17,139CommonNONE
682680103OKEONEOK, Inc.$681,4560.07%7,539CommonNONE
936772201WGROXWasatch Core Growth Fund$677,9310.07%9,674CommonNONE
437076102HDHome Depot, Inc.$674,3810.07%2,050CommonNONE
02913V103APEIAmerican Public Education, Inc.$674,1990.07%11,853CommonNONE
05577W200DOOBRP, Inc.$674,0090.07%9,386CommonNONE
512816109LAMRLamar Advertising Company Class A$673,9970.07%5,321CommonNONE
718172109PMPhilip Morris International Inc.$663,3440.07%4,012CommonNONE
57636Q104MAMastercard Incorporated Class A$657,5530.07%1,316CommonNONE
91324P102UNHUnitedHealth Group Incorporated$647,5990.07%2,393CommonNONE
M6158M104ITRNIturan Location and Control Ltd.$647,2750.07%13,207CommonNONE
81369Y100XLBState Street Materials Select Sector SPDR ETF$646,9120.07%12,946CommonNONE
94106B101WCNWaste Connections, Inc.$645,6990.07%3,975CommonNONE
45826T509ITRGIntegra Resources Corp$641,5170.07%234,988CommonNONE
988498101YUMYum! Brands, Inc.$638,1160.07%4,104CommonNONE
05379B107AVAAvista Corporation$634,6180.07%15,810CommonNONE
092113109BKHBlack Hills Corporation$623,7180.07%8,986CommonNONE
03820C105AITApplied Industrial Technologies, Inc.$620,3180.06%2,338CommonNONE
55336V100MPLXMPLX LP$614,0730.06%10,760CommonNONE
80004C200SNDKSandisk Corporation$612,4680.06%964CommonNONE
808513105SCHWCharles Schwab Corp$610,8700.06%6,500CommonNONE
880779103TEXTerex Corporation$585,8580.06%9,913CommonNONE
904767803ULUnilever PLC Sponsored ADR$581,9490.06%10,215CommonNONE
26740W109QBTSD-Wave Quantum Inc.$575,3820.06%39,874CommonNONE
641069406NSRGYNestle S.A. Sponsored ADR$574,0860.06%5,793CommonNONE
G0250X149AMCRAmcor PLC$571,7240.06%14,383CommonNONE
002824100ABTAbbott Laboratories$567,5130.06%5,528CommonNONE
422806109HEIHEICO Corporation$565,9490.06%2,064CommonNONE
92826C839VVisa Inc. Class A$560,4250.06%1,854CommonNONE
46222L108IONQIonQ, Inc.$554,1130.06%19,220CommonNONE
237194105DRIDarden Restaurants, Inc.$549,3580.06%2,802CommonNONE
302301106EZPWEZCORP, Inc. Class A$547,3700.06%21,567CommonNONE
87283P109TRXTRX Gold Corporation$544,0940.06%362,729CommonNONE
147528103CASYCasey's General Stores, Inc.$537,1610.06%738CommonNONE
Y23592135ESEAEuroseas Ltd.$533,9310.06%7,987CommonNONE
060505104BACBank of America Corp$526,5000.05%10,800CommonNONE
780287108RGLDRoyal Gold, Inc.$525,5220.05%2,065CommonNONE
19188U206CODACoda Octopus Group, Inc.$524,8850.05%46,450CommonNONE
666807102NOCNorthrop Grumman Corp.$524,2570.05%768CommonNONE
20451Q104CODICompass Diversified Holdings$518,7210.05%65,995CommonNONE
88080T104WULFTeraWulf Inc.$513,7220.05%35,601CommonNONE
874039100TSMTaiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR$513,6730.05%1,520CommonNONE
358010106FEIMFrequency Electronics, Inc.$509,8750.05%11,520CommonNONE
68389X105ORCLOracle Corporation$498,7030.05%3,390CommonNONE
465741106ITRIItron, Inc.$486,6010.05%5,429CommonNONE
40131M109GHGuardant Health, Inc.$485,3120.05%5,254CommonNONE
318672706FBPFirst Bancorp$480,8990.05%22,514CommonNONE
744320102PRUPrudential Financial, Inc.$480,1900.05%4,915CommonNONE
110122108BMYBristol-Myers Squibb Company$479,1350.05%7,900CommonNONE
427866108HSYHershey Company$478,1500.05%2,300CommonNONE
45866F104ICEIntercontinental Exchange, Inc.$473,2560.05%3,009CommonNONE
M8740S227TATTTAT Technologies Ltd.$472,6890.05%11,634CommonNONE
665859104NTRSNorthern Trust Corporation$462,3950.05%3,313CommonNONE
189054109CLXClorox Company$457,6300.05%4,416CommonNONE
18507C103CLPTClearPoint Neuro, Inc.$455,0000.05%50,000CommonNONE
801056102SANMSanmina Corporation$453,4810.05%3,498CommonNONE
52567D107LMNDLemonade Inc$445,7800.05%7,112CommonNONE
97650W108WTFCWintrust Financial Corporation$439,4670.05%3,163CommonNONE
958669103WESWestern Midstream Partners, LP$437,3490.05%10,623CommonNONE
637870106NSANational Storage Affiliates Trust$437,1380.05%11,583CommonNONE
428103105HESMHess Midstream LP Class A$434,5670.05%11,180CommonNONE
697435105PANWPalo Alto Networks, Inc.$432,2230.05%2,696CommonNONE
09058V103BCRXBioCryst Pharmaceuticals, Inc.$431,1230.04%45,286CommonNONE
372460105GPCGenuine Parts Company$428,4830.04%4,052CommonNONE
03769M106APOApollo Global Management Inc$421,2790.04%3,781CommonNONE
077347300BELFBBel Fuse Inc. Class B$420,9050.04%2,126CommonNONE
82846H405QXOQXO, Inc.$417,8800.04%21,518CommonNONE
466313103JBLJabil Inc.$416,5080.04%1,568CommonNONE
019330109ALNTAllient Inc.$410,5570.04%6,948CommonNONE
30225T102EXRExtra Space Storage Inc.$409,6250.04%3,124CommonNONE
500754106KHCKraft Heinz Company$409,3180.04%18,200CommonNONE
007903107AMDAdvanced Micro Devices, Inc.$409,0980.04%2,011CommonNONE
49456B101KMIKinder Morgan Inc Class P$408,5830.04%12,186CommonNONE
09062X103BIIBBiogen Inc.$396,7260.04%2,164CommonNONE
72651A207PAGPPlains GP Holdings LP Class A$395,1570.04%16,275CommonNONE
651639106NEMNewmont Corporation$389,7000.04%3,600CommonNONE
209115104EDConsolidated Edison, Inc.$389,2470.04%3,439CommonNONE
69888T207PARRPar Pacific Holdings Inc$385,3610.04%6,152CommonNONE
458140100INTCIntel Corporation$383,9310.04%8,700CommonNONE
65342K105NEXTNextDecade Corp.$383,0000.04%50,000CommonNONE
921908844VIGVanguard Dividend Appreciation ETF$382,8360.04%1,780CommonNONE
29273V100ETEnergy Transfer LP$381,1750.04%19,750CommonNONE
817070501SENEASeneca Foods Corporation Class A$381,1250.04%2,522CommonNONE
038222105AMATApplied Materials, Inc.$378,1530.04%1,106CommonNONE
882508104TXNTexas Instruments Incorporated$377,5200.04%1,945CommonNONE
254687106DISWalt Disney Company$373,3720.04%3,874CommonNONE
78409V104SPGIS&P Global, Inc.$372,1730.04%875CommonNONE
053015103ADPAutomatic Data Processing, Inc.$369,0000.04%1,816CommonNONE
025816109AXPAmerican Express Company$362,9760.04%1,200CommonNONE
374297109GTYGetty Realty Corp.$362,5200.04%11,400CommonNONE
293792107EPDEnterprise Products Partners L.P.$361,2000.04%9,545CommonNONE
01625V104ALHCAlignment Healthcare, Inc.$360,1530.04%20,440CommonNONE
300426103ECGEverus Construction Group, Inc.$360,0830.04%3,050CommonNONE
911684108ADArray Digital Infrastructure, Inc.$359,3840.04%7,789CommonNONE
631103108NDAQNasdaq, Inc.$359,1780.04%4,231CommonNONE
G4809J106IGICInternational General Insurance Holdings Ltd.$349,4940.04%14,427CommonNONE
446150104HBANHuntington Bancshares Incorporated$345,3960.04%22,070CommonNONE
74164F103PRIMPrimoris Services Corporation$340,0060.04%2,377CommonNONE
G4690M101IBEXIBEX Ltd$339,2460.04%12,649CommonNONE
45168D104IDXXIDEXX Laboratories, Inc.$334,8860.03%596CommonNONE
883203101TXTTextron Inc.$328,1750.03%3,748CommonNONE
537008104LFUSLittelfuse, Inc.$325,0970.03%958CommonNONE
03969K108ARQTArcutis Biotherapeutics Inc$324,0210.03%13,753CommonNONE
17253J106CIFRCipher Digital Inc.$313,1140.03%24,329CommonNONE
03957W106AROCArchrock Inc.$312,9910.03%8,994CommonNONE
58933Y105MRKMerck & Co., Inc.$312,7540.03%2,600CommonNONE
14888U101CPRXCatalyst Pharmaceuticals, Inc.$312,3720.03%12,616CommonNONE
G29183103ETNEaton Corp. Plc$311,1730.03%870CommonNONE
002474104AZZAZZ Inc.$308,6960.03%2,467CommonNONE
099724106BWABorgWarner Inc.$301,9570.03%5,565CommonNONE
30260D103FIGSFIGS, Inc. Class A$297,9260.03%20,171CommonNONE
247361702DALDelta Air Lines, Inc.$294,5060.03%4,430CommonNONE
87162W100SNXTD SYNNEX Corporation$290,0120.03%1,719CommonNONE
28618M106ESIElement Solutions Inc$289,3370.03%8,475CommonNONE
00737L103CVSACovista Inc.$283,7460.03%2,462CommonNONE
902673102UFPTUFP Technologies, Inc.$278,2030.03%1,437CommonNONE
69753M105PLMRPalomar Holdings, Inc.$276,7620.03%2,316CommonNONE
872657101TPGTPG Inc Class A$275,8730.03%6,810CommonNONE
205684202CHCIComstock Holding Companies, Inc. Class A$274,5730.03%14,497CommonNONE
679580100ODFLOld Dominion Freight Line, Inc.$274,3420.03%1,404CommonNONE
228903100AORTArtivion, Inc.$264,4700.03%7,222CommonNONE
025537101AEPAmerican Electric Power Company, Inc.$262,1600.03%2,000CommonNONE
438516106HONHoneywell International Inc.$257,6740.03%1,140CommonNONE
580589109MGRCMcGrath RentCorp$256,8420.03%2,329CommonNONE
64110L106NFLXNetflix, Inc.$256,7210.03%2,670CommonNONE
03073E105CORCencora, Inc.$252,3140.03%803CommonNONE
197236102COLBColumbia Banking System, Inc.$248,3510.03%9,054CommonNONE
872590104TMUST-Mobile US, Inc.$246,7850.03%1,175CommonNONE
74743L100QQnity Electronics, Inc.$246,4520.03%2,136CommonNONE
109696104BCOBrink's Company$243,4270.03%2,349CommonNONE
026874784AIGAmerican International Group, Inc.$237,0380.02%3,150CommonNONE
94106L109WMWaste Management, Inc.$236,7630.02%1,030CommonNONE
011659109ALKAlaska Air Group, Inc.$233,9580.02%6,361CommonNONE
G4124C109GRABGrab Holdings Limited Class A$230,9970.02%63,114CommonNONE
53263P105LMBLimbach Holdings, Inc.$229,3890.02%2,939CommonNONE
05550J101BJBJ's Wholesale Club Holdings, Inc.$224,7910.02%2,284CommonNONE
37045V100GMGeneral Motors Company$223,5000.02%3,000CommonNONE
143905107CSVCarriage Services Inc.$223,1400.02%4,887CommonNONE
02081G201ATECAlphatec Holdings, Inc.$221,7780.02%20,384CommonNONE
717081103PFEPfizer Inc.$220,1470.02%7,840CommonNONE
70932M107PFSIPennyMac Financial Services, Inc.$218,5000.02%2,500CommonNONE
34959E109FTNTFortinet, Inc.$214,5150.02%2,625CommonNONE
25960R105PLOWDouglas Dynamics, Inc.$213,1440.02%5,064CommonNONE
73328P106POAHYPorsche Automobil Holding SE Unsponsored ADR$211,0250.02%58,962CommonNONE
830940102SKWDSkyward Specialty Insurance Group, Inc.$210,5810.02%4,821CommonNONE
665809109NTICNorthern Technologies International Corporation$206,0000.02%25,000CommonNONE
053611109AVYAvery Dennison Corporation$203,4170.02%1,178CommonNONE
37247D106GNWGenworth Financial, Inc.$203,1710.02%25,021CommonNONE
98419M100XYLXylem Inc.$200,5540.02%1,678CommonNONE
45817G201IDNIntellicheck Inc$178,0350.02%25,470CommonNONE
425885100HNNAHennessy Advisors, Inc.$115,9670.01%11,894CommonNONE
18452B209CLSKCleanspark, Inc.$91,8740.01%10,796CommonNONE
126389105CSPICSP Inc.$86,5000.01%10,000CommonNONE
46655E100DCDakota Gold Corp$81,5980.01%16,158CommonNONE
640671400NEPHNephros, Inc.$56,9950.01%19,126CommonNONE

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.