MondegarAI
PROFFITT & GOODSON INC

Q3 2025 · 13F-HR

PROFFITT & GOODSON INCholdings as filed

Filed 2025-10-21 · accession 0001123812-25-000016

$697.2M
Reported value
444
Positions
2025-09-30
Period end
View analyzed profile →PRO

The Brief · PROFFITT & GOODSON INC · Q3 2025

AI · grounded in 13F

PROFFITT & GOODSON INC established a new position in VOO valued at $101.3M. The fund also initiated new holdings in VEA for $74.9M and VGIT for $61.1M. Additional new positions include VTI at $57.9M, VCSH at $44.3M, and SPY at $38.2M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOVANGUARD INDEX FDS$101.3M14.5%165,362CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$74.9M10.7%1,249,657CommonSOLE
92206C706VGITVANGUARD SCOTTSDALE FDS$61.1M8.76%1,016,994CommonSOLE
922908769VTIVANGUARD INDEX FDS$57.9M8.30%176,375CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$44.3M6.36%554,355CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$38.2M5.48%57,356CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$30.0M4.30%553,717CommonSOLE
78463X889SPDWSPDR INDEX SHS FDS$23.1M3.31%538,794CommonSOLE
464288638IGIBISHARES TR$18.9M2.71%348,711CommonSOLE
92206C771VMBSVANGUARD SCOTTSDALE FDS$18.4M2.65%392,837CommonSOLE
922908637VVVANGUARD INDEX FDS$16.0M2.29%51,869CommonSOLE
808524870SCHPSCHWAB STRATEGIC TR$14.4M2.07%535,914CommonSOLE
464287804IJRISHARES TR$13.4M1.93%112,958CommonSOLE
464287507IJHISHARES TR$12.0M1.72%183,487CommonSOLE
464287499IWRISHARES TR$11.0M1.57%113,724CommonSOLE
464288646IGSBISHARES TR$9.2M1.32%173,131CommonSOLE
464288661IEIISHARES TR$7.3M1.05%61,423CommonSOLE
81369Y860XLRESELECT SECTOR SPDR TR$7.0M1.00%166,000CommonSOLE
594918104MSFTMICROSOFT CORP$5.9M0.85%11,441CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$5.8M0.83%78,108CommonSOLE
67066G104NVDANVIDIA CORPORATION$5.4M0.77%28,937CommonSOLE
037833100AAPLAPPLE INC$5.2M0.75%20,604CommonSOLE
78463X509SPEMSPDR INDEX SHS FDS$5.0M0.71%106,482CommonSOLE
921909768VXUSVANGUARD STAR FDS$4.1M0.59%55,628CommonSOLE
464288588MBBISHARES TR$4.0M0.58%42,198CommonSOLE
922908553VNQVANGUARD INDEX FDS$3.8M0.54%41,069CommonSOLE
023135106AMZNAMAZON COM INC$3.4M0.48%15,399CommonSOLE
921937827BSVVANGUARD BD INDEX FDS$3.1M0.45%39,674CommonSOLE
02079K305GOOGLALPHABET INC$3.0M0.44%12,502CommonSOLE
464287655IWMISHARES TR$2.9M0.42%12,174CommonSOLE
921910733ESGVVANGUARD WORLD FD$2.5M0.36%21,074CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$2.4M0.35%7,665CommonSOLE
11135F101AVGOBROADCOM INC$2.3M0.33%7,014CommonSOLE
464288612GVIISHARES TR$2.1M0.31%19,966CommonSOLE
78464A375SPIBSPDR SERIES TRUST$2.1M0.30%62,047CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$2.0M0.29%14,399CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$2.0M0.29%8,319CommonSOLE
68389X105ORCLORACLE CORP$2.0M0.28%7,044CommonSOLE
72201R833MINTPIMCO ETF TR$2.0M0.28%19,580CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.9M0.28%3,872CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$1.9M0.27%21,214CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$1.8M0.26%11,667CommonSOLE
78464A698KRESPDR SERIES TRUST$1.8M0.25%28,019CommonSOLE
30303M102METAMETA PLATFORMS INC$1.7M0.24%2,277CommonSOLE
595112103MUMICRON TECHNOLOGY INC$1.7M0.24%9,968CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$1.4M0.21%12,099CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$1.4M0.20%8,406CommonSOLE
922908629VOVANGUARD INDEX FDS$1.4M0.20%4,785CommonSOLE
88579Y101MMM3M CO$1.4M0.20%8,923CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$1.4M0.20%27,311CommonSOLE
46432F834IXUSISHARES TR$1.4M0.20%16,529CommonSOLE
291011104EMREMERSON ELEC CO$1.3M0.19%9,946CommonSOLE
478160104JNJJOHNSON & JOHNSON$1.3M0.19%6,959CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS$1.2M0.18%21,162CommonSOLE
17275R102CSCOCISCO SYS INC$1.2M0.17%17,776CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$1.2M0.17%12,724CommonSOLE
931142103WMTWALMART INC$1.1M0.16%11,080CommonSOLE
254687106DISDISNEY WALT CO$1.1M0.16%9,888CommonSOLE
035710839NLYANNALY CAPITAL MANAGEMENT IN$1.1M0.16%55,863CommonSOLE
060505104BACBANK AMERICA CORP$1.1M0.15%20,783CommonSOLE
742718109PGPROCTER AND GAMBLE CO$1.1M0.15%6,957CommonSOLE
464287556IBBISHARES TR$1.0M0.15%7,008CommonSOLE
922908736VUGVANGUARD INDEX FDS$1.0M0.15%2,108CommonSOLE
872540109TJXTJX COS INC NEW$1.0M0.14%6,980CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.0M0.14%8,942CommonSOLE
78470E106EFAXSPDR INDEX SHS FDS$1.0M0.14%20,348CommonSOLE
747525103QCOMQUALCOMM INC$983,5210.14%5,912CommonSOLE
88160R101TSLATESLA INC$972,6030.14%2,187CommonSOLE
126650100CVSCVS HEALTH CORP$942,3750.14%12,500CommonSOLE
75513E101RTXRTX CORPORATION$882,6660.13%5,275CommonSOLE
713448108PEPPEPSICO INC$810,7610.12%5,773CommonSOLE
464288323NYFISHARES TR$777,8430.11%14,580CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$771,4550.11%17,553CommonSOLE
40412C101HCAHCA HEALTHCARE INC$758,6360.11%1,780CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$745,1850.11%8,341CommonSOLE
92204A702VGTVANGUARD WORLD FD$701,0860.10%939CommonSOLE
00724F101ADBEADOBE INC$700,2090.10%1,985CommonSOLE
922908744VTVVANGUARD INDEX FDS$656,6320.09%3,521CommonSOLE
91913Y100VLOVALERO ENERGY CORP$649,0320.09%3,812CommonSOLE
550021109LULULULULEMON ATHLETICA INC$636,1000.09%3,575CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$584,6300.08%8,718CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$573,6900.08%24,643CommonSOLE
G54950103LINLINDE PLC$555,7500.08%1,170CommonSOLE
532457108LLYELI LILLY & CO$547,0710.08%717CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$542,5190.08%3,937CommonSOLE
22052L104CTVACORTEVA INC$539,5530.08%7,978CommonSOLE
464287226AGGISHARES TR$538,2430.08%5,369CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$533,8980.08%8,943CommonSOLE
46435G193SUSCISHARES TR$502,1110.07%21,312CommonSOLE
87612E106TGTTARGET CORP$491,8440.07%5,483CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$450,0450.06%1,825CommonSOLE
670346105NUENUCOR CORP$449,7640.06%3,321CommonSOLE
78470E205EEMXSPDR INDEX SHS FDS$433,2520.06%10,357CommonSOLE
922908751VBVANGUARD INDEX FDS$426,2070.06%1,676CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$420,3480.06%7,803CommonSOLE
461202103INTUINTUIT$405,6490.06%594CommonSOLE
922020805VTIPVANGUARD MALVERN FDS$359,6760.05%7,104CommonSOLE
464287150ITOTISHARES TR$349,8520.05%2,402CommonSOLE
H1467J104CBCHUBB LIMITED$338,7000.05%1,200CommonSOLE
464287234EEMISHARES TR$332,2550.05%6,222CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$320,8220.05%3,536CommonSOLE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$295,6550.04%5,828CommonSOLE
46434V878ICSHISHARES TR$294,4520.04%5,802CommonSOLE
464288158SUBISHARES TR$265,3490.04%2,485CommonSOLE
922908538VOTVANGUARD INDEX FDS$264,1180.04%899CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$251,1390.04%8,871CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$241,8500.03%3,086CommonSOLE
922908512VOEVANGUARD INDEX FDS$230,9700.03%1,323CommonSOLE
46432F842IEFAISHARES TR$214,5210.03%2,457CommonSOLE
00287Y109ABBVABBVIE INC$212,5540.03%918CommonSOLE
437076102HDHOME DEPOT INC$198,1380.03%489CommonSOLE
808524706SCHESCHWAB STRATEGIC TR$197,2510.03%5,911CommonSOLE
46429B267GOVTISHARES TR$182,0010.03%7,872CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$181,7490.03%605CommonSOLE
922908595VBKVANGUARD INDEX FDS$181,2510.03%609CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$175,8810.03%624CommonSOLE
808524607SCHASCHWAB STRATEGIC TR$168,3210.02%6,033CommonSOLE
922908611VBRVANGUARD INDEX FDS$163,4200.02%783CommonSOLE
64828T201RITMRITHM CAPITAL CORP$152,1030.02%13,354CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$145,4130.02%616CommonSOLE
49177J102KVUEKENVUE INC$142,0620.02%8,753CommonSOLE
166764100CVXCHEVRON CORP NEW$132,1520.02%851CommonSOLE
37954Y475XYLDGLOBAL X FDS$130,9720.02%3,336CommonSOLE
83444M101SOLVSOLVENTUM CORP$126,8010.02%1,737CommonSOLE
49446R109KIMKIMCO RLTY CORP$126,6430.02%5,796CommonSOLE
92206C573VTCVANGUARD SCOTTSDALE FDS$122,8220.02%1,567CommonSOLE
89832Q109TFCTRUIST FINL CORP$121,4330.02%2,656CommonSOLE
808524755FNDFSCHWAB STRATEGIC TR$117,9260.02%2,745CommonSOLE
02209S103MOALTRIA GROUP INC$113,9540.02%1,725CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$112,9270.02%122CommonSOLE
69351T106PPLPPL CORP$112,8550.02%3,037CommonSOLE
02079K107GOOGALPHABET INC$112,5210.02%462CommonSOLE
842587107SOSOUTHERN CO$110,2180.02%1,163CommonSOLE
55336V100MPLXMPLX LP$110,1400.02%2,205CommonSOLE
00123Q104AGNCAGNC INVT CORP$109,9720.02%11,233CommonSOLE
718172109PMPHILIP MORRIS INTL INC$108,9990.02%672CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$107,2880.02%3,431CommonSOLE
482480100KLACKLA CORP$103,5460.01%96CommonSOLE
29273V100ETENERGY TRANSFER L P$103,3890.01%6,025CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$103,1070.01%3,910CommonSOLE
78463V107GLDSPDR GOLD TR$103,0870.01%290CommonSOLE
78468R796SPYXSPDR SERIES TRUST$99,6080.01%1,816CommonSOLE
682680103OKEONEOK INC NEW$98,0720.01%1,344CommonSOLE
717081103PFEPFIZER INC$97,4520.01%3,825CommonSOLE
G491BT108IVZINVESCO LTD$95,5690.01%4,166CommonSOLE
126408103CSXCSX CORP$94,6700.01%2,666CommonSOLE
92826C839VVISA INC$94,5630.01%277CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$91,4200.01%324CommonSOLE
744320102PRUPRUDENTIAL FINL INC$90,3580.01%871CommonSOLE
91529Y106UNMUNUM GROUP$89,7590.01%1,154CommonSOLE
46434V464CRBNISHARES TR$88,2530.01%389CommonSOLE
46428Q109SLVISHARES SILVER TR$86,8590.01%2,050CommonSOLE
464287200IVVISHARES TR$83,6630.01%125CommonSOLE
00206R102TAT&T INC$83,4210.01%2,954CommonSOLE
20825C104COPCONOCOPHILLIPS$81,2530.01%859CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$80,2030.01%141CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$76,5520.01%1,561CommonSOLE
316092204FDISFIDELITY COVINGTON TRUST$71,4950.01%695CommonSOLE
200340107CMACOMERICA INC$69,2740.01%1,011CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$68,8930.01%1,965CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$65,7560.01%1,458CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$63,9240.01%760CommonSOLE
46284V101IRMIRON MTN INC DEL$63,4070.01%622CommonSOLE
049560105ATOATMOS ENERGY CORP$62,6660.01%367CommonSOLE
075887109BDXBECTON DICKINSON & CO$55,2160.01%295CommonSOLE
91879Q109MTNVAIL RESORTS INC$54,5940.01%365CommonSOLE
83190L208SMBKSMARTFINANCIAL INC$51,0590.01%1,429CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$50,9280.01%105CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$50,0900.01%643CommonSOLE
46138G706TANINVESCO EXCH TRADED FD TR II$49,3900.01%1,132CommonSOLE
464288224ICLNISHARES TR$45,8210.01%2,960CommonSOLE
92204A306VDEVANGUARD WORLD FD$45,1840.01%359CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$44,3690.01%556CommonSOLE
009158106APDAIR PRODS & CHEMS INC$43,6360.01%160CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$43,0110.01%154CommonSOLE
31428X106FDXFEDEX CORP$42,6820.01%181CommonSOLE
025816109AXPAMERICAN EXPRESS CO$42,5170.01%128CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$42,2950.01%196CommonSOLE
03831W108APPAPPLOVIN CORP$41,6760.01%58CommonSOLE
G87052109TELTE CONNECTIVITY PLC$40,6140.01%185CommonSOLE
23331A109DHID R HORTON INC$40,3340.01%238CommonSOLE
78464A359CWBSPDR SERIES TRUST$38,9150.01%430CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$38,3180.01%977CommonSOLE
701094104PHPARKER-HANNIFIN CORP$36,3920.01%48CommonSOLE
46435U549EAGGISHARES TR$35,3990.01%737CommonSOLE
44916E100IPXIPERIONX LTD$34,5450.00%700CommonSOLE
650111107NYTNEW YORK TIMES CO$34,4400.00%600CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$34,2900.00%350CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$33,9460.00%253CommonSOLE
46434G103IEMGISHARES INC$31,3780.00%476CommonSOLE
580135101MCDMCDONALDS CORP$29,1740.00%96CommonSOLE
65339F101NEENEXTERA ENERGY INC$28,1580.00%373CommonSOLE
69047Q102OVVOVINTIV INC$28,1050.00%696CommonSOLE
052769106ADSKAUTODESK INC$27,0020.00%85CommonSOLE
46435G425ESGUISHARES TR$26,6450.00%183CommonSOLE
69374H881COWZPACER FDS TR$26,3220.00%458CommonSOLE
808524888SCHCSCHWAB STRATEGIC TR$25,4410.00%559CommonSOLE
097023105BABOEING CO$24,8210.00%115CommonSOLE
833445109SNOWSNOWFLAKE INC$24,3600.00%108CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$23,4990.00%60CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$23,2000.00%211CommonSOLE
37733W204GSKGSK PLC$22,4440.00%520CommonSOLE
349942102FSMFORTUNA MNG CORP$22,4000.00%2,500CommonSOLE
651639106NEMNEWMONT CORP$22,3430.00%265CommonSOLE
427866108HSYHERSHEY CO$21,1370.00%113CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$20,9930.00%1,430CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$20,0740.00%61CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$20,0480.00%162CommonSOLE
90384S303ULTAULTA BEAUTY INC$19,1370.00%35CommonSOLE
780259305SHELSHELL PLC$18,9560.00%265CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$17,9530.00%119CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$17,1640.00%35CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$16,4930.00%54CommonSOLE
949746101WMT2WELLS FARGO CO NEW$16,4290.00%196CommonSOLE
80105N105SNYSANOFI SA$15,9540.00%338CommonSOLE
260557103DOWDOW INC$15,2030.00%663CommonSOLE
904767704UNILEVER PLC$15,1760.00%256CommonSOLE
372460105GPCGENUINE PARTS CO$14,6920.00%106CommonSOLE
902973304USBUS BANCORP DEL$14,5960.00%302CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$14,0400.00%73CommonSOLE
745867101PHMPULTE GROUP INC$13,8740.00%105CommonSOLE
009066101ABNBAIRBNB INC$13,8420.00%114CommonSOLE
G5960L103MDTMEDTRONIC PLC$13,8100.00%145CommonSOLE
770700102HOODROBINHOOD MKTS INC$13,7460.00%96CommonSOLE
443201108HWMHOWMET AEROSPACE INC$13,7370.00%70CommonSOLE
693506107PPGPPG INDS INC$13,6650.00%130CommonSOLE
443573100HUBSHUBSPOT INC$13,5670.00%29CommonSOLE
82509L107SHOPSHOPIFY INC$13,5240.00%91CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$13,0020.00%132CommonSOLE
87256C101TKOTKO GROUP HOLDINGS INC$12,9260.00%64CommonSOLE
92840M102VSTVISTRA CORP$12,7350.00%65CommonSOLE
835699307SONYSONY GROUP CORP$12,5530.00%436CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$12,5020.00%319CommonSOLE
438128308HMCHONDA MOTOR LTD$12,4130.00%403CommonSOLE
05464C101AXONAXON ENTERPRISE INC$12,2000.00%17CommonSOLE
337738108FISVFISERV INC$11,9910.00%93CommonSOLE
64110L106NFLXNETFLIX INC$11,9900.00%10CommonSOLE
89151E109TTENTOTALENERGIES SE$11,8790.00%199CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$11,6110.00%139CommonSOLE
58933Y105MRKMERCK & CO INC$11,5830.00%138CommonSOLE
55354G100MSCIMSCI INC$11,3490.00%20CommonSOLE
366651107ITGARTNER INC$11,3040.00%43CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$10,9440.00%24CommonSOLE
72352L106PINSPINTEREST INC$10,9380.00%340CommonSOLE
92936U109WPCWP CAREY INC$10,6770.00%158CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$10,6500.00%53CommonSOLE
N0731H103ATAIATAI LIFE SCIENCES NV$10,5800.00%2,000CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$10,5530.00%66CommonSOLE
G4705A100ICLRICON PLC$10,5000.00%60CommonSOLE
45784P101PODDINSULET CORP$10,4970.00%34CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$10,3500.00%96CommonSOLE
26622P107DOCSDOXIMITY INC$10,3150.00%141CommonSOLE
87305R109TTMITTM TECHNOLOGIES INC$10,0800.00%175CommonSOLE
G9618E107WTMWHITE MTNS INS GROUP LTD$10,0300.00%6CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$10,0170.00%31CommonSOLE
25243Q205DEODIAGEO PLC$9,6390.00%101CommonSOLE
68386H103OPFIOPPFI INC$9,6310.00%850CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$9,5750.00%500CommonSOLE
37959E102GLGLOBE LIFE INC$9,2940.00%65CommonSOLE
67092P870NUBDNUSHARES ETF TR$9,1400.00%407CommonSOLE
78464A870XBISPDR SERIES TRUST$9,0180.00%90CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$8,8720.00%156CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$8,6560.00%31CommonSOLE
05964H105SANBANCO SANTANDER S.A.$8,6050.00%821CommonSOLE
369550108GDGENERAL DYNAMICS CORP$8,5250.00%25CommonSOLE
G5S37H101MRXMAREX GROUP PLC$8,4050.00%250CommonSOLE
458140100INTCINTEL CORP$8,3880.00%250CommonSOLE
33736Q104QABAFIRST TR EXCHANGE-TRADED FD$8,3110.00%148CommonSOLE
46434G764EMXCISHARES INC$8,3040.00%123CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$8,2220.00%46CommonSOLE
380237107GDDYGODADDY INC$8,2100.00%60CommonSOLE
09290D101BLKBLACKROCK INC$8,1620.00%7CommonSOLE
127097103CTRACOTERRA ENERGY INC$8,1120.00%343CommonSOLE
46436E718SGOVISHARES TR$8,0560.00%80CommonSOLE
539439109LYGLLOYDS BANKING GROUP PLC$8,0050.00%1,763CommonSOLE
115637209BF/BBROWN FORMAN CORP$7,8000.00%288CommonSOLE
98138H101WDAYWORKDAY INC$7,7040.00%32CommonSOLE
G8473T100STESTERIS PLC$7,6710.00%31CommonSOLE
64110W102NTESNETEASE INC$7,6000.00%50CommonSOLE
48241A105KBKB FINL GROUP INC$7,3790.00%89CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$7,3660.00%8CommonSOLE
882508104TXNTEXAS INSTRS INC$7,3500.00%40CommonSOLE
26856L103ELFE L F BEAUTY INC$7,2870.00%55CommonSOLE
00215W100ASXASE TECHNOLOGY HLDG CO LTD$7,2310.00%652CommonSOLE
001055102AFLAFLAC INC$7,1490.00%64CommonSOLE
92338C103VLTOVERALTO CORP$7,1430.00%67CommonSOLE
531229755FWONKLIBERTY MEDIA CORP DEL$7,1030.00%68CommonSOLE
457187102INGRINGREDION INC$7,0830.00%58CommonSOLE
110448107BTIBRITISH AMERN TOB PLC$6,9540.00%131CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$6,9340.00%11CommonSOLE
715684106TLKP T TELEKOMUNIKASI INDONESIA$6,7190.00%357CommonSOLE
82706C108SIMOSILICON MOTION TECHNOLOGY CO$6,5420.00%69CommonSOLE
12514G108CDWCDW CORP$6,5310.00%41CommonSOLE
M51474118GILTGILAT SATELLITE NETWORKS LTD$6,5100.00%500CommonSOLE
824596100SHGSHINHAN FINANCIAL GROUP CO L$6,4980.00%129CommonSOLE
02390A101AMXAMERICA MOVIL SAB DE CV$6,1320.00%292CommonSOLE
256163106DOCUDOCUSIGN INC$5,9840.00%83CommonSOLE
94106L109WMWASTE MGMT INC DEL$5,9630.00%27CommonSOLE
637417106NNNNNN REIT INC$5,9600.00%140CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$5,8380.00%32CommonSOLE
855244109SBUXSTARBUCKS CORP$5,8380.00%69CommonSOLE
969457100WMBWILLIAMS COS INC$5,8290.00%92CommonSOLE
N07059210ASMLASML HOLDING N V$5,8090.00%6CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$5,7370.00%22CommonSOLE
570535104MKLMARKEL GROUP INC$5,7350.00%3CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$5,6680.00%19CommonSOLE
500472303PHGKONINKLIJKE PHILIPS N V$5,5890.00%205CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$5,5300.00%39CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$5,4880.00%281CommonSOLE
00676P107ADEAADEIA INC$5,0400.00%300CommonSOLE
184496107CLHCLEAN HARBORS INC$4,8770.00%21CommonSOLE
055622104BPBP PLC$4,8590.00%141CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$4,7870.00%34CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$4,7290.00%39CommonSOLE
303250104FICOFAIR ISAAC CORP$4,4900.00%3CommonSOLE
48268K101KTKT CORP$4,4460.00%228CommonSOLE
89400J107TRUTRANSUNION$4,3570.00%52CommonSOLE
69374H741SRVRPACER FDS TR$4,3410.00%137CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$4,3270.00%19CommonSOLE
46434G822EWJISHARES INC$4,0910.00%51CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$4,0730.00%20CommonSOLE
422806208HEI/AHEICO CORP NEW$4,0660.00%16CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$4,0490.00%17CommonSOLE
285512109EAELECTRONIC ARTS INC$4,0340.00%20CommonSOLE
78409V104SPGIS&P GLOBAL INC$3,8940.00%8CommonSOLE
806857108SLBSCHLUMBERGER LTD$3,8840.00%113CommonSOLE
60770K107MRNAMODERNA INC$3,8750.00%150CommonSOLE
344419106FMXFOMENTO ECONOMICO MEXICANO S$3,8470.00%39CommonSOLE
43289P106HIMXHIMAX TECHNOLOGIES INC$3,7270.00%422CommonSOLE
369604301GEGE AEROSPACE$3,6100.00%12CommonSOLE
294429105EFXEQUIFAX INC$3,5920.00%14CommonSOLE
148929102CAVACAVA GROUP INC$3,5650.00%59CommonSOLE
775711104ROLROLLINS INC$3,5250.00%60CommonSOLE
88162G103TTEKTETRA TECH INC NEW$3,5050.00%105CommonSOLE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTA$3,5040.00%182CommonSOLE
405552100HLNHALEON PLC$3,3370.00%372CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$3,3240.00%19CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$3,1620.00%9CommonSOLE
92857W308VODVODAFONE GROUP PLC NEW$3,1210.00%269CommonSOLE
217204106CPRTCOPART INC$3,0580.00%68CommonSOLE
82835P103SVMSILVERCORP METALS INC$2,8440.00%450CommonSOLE
235825205DANDANA INC$2,8260.00%141CommonSOLE
767204100RIORIO TINTO PLC$2,7730.00%42CommonSOLE
89055F103BLDTOPBUILD CORP$2,7370.00%7CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$2,6160.00%5CommonSOLE
92937A102WPPWPP PLC NEW$2,5560.00%102CommonSOLE
70438V106PCTYPAYLOCITY HLDG CORP$2,5490.00%16CommonSOLE
H5919C104ONONON HLDG AG$2,5410.00%60CommonSOLE
983793100XPOXPO INC$2,4570.00%19CommonSOLE
58733R102MELIMERCADOLIBRE INC$2,3370.00%1CommonSOLE
G0457F107ARCOARCOS DORADOS HOLDINGS INC$2,3220.00%344CommonSOLE
00790R104WMSADVANCED DRAIN SYS INC DEL$2,2200.00%16CommonSOLE
22160N109CSGPCOSTAR GROUP INC$2,1940.00%26CommonSOLE
247361702DALDELTA AIR LINES INC DEL$2,1570.00%38CommonSOLE
632307104NTRANATERA INC$2,0930.00%13CommonSOLE
122017106BURLBURLINGTON STORES INC$2,0360.00%8CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$1,9950.00%4CommonSOLE
697900108PAASPAN AMERN SILVER CORP$1,9370.00%50CommonSOLE
372303206GMABGENMAB A/S$1,9020.00%62CommonSOLE
73278L105POOLPOOL CORP$1,8610.00%6CommonSOLE
78351F107RYANRYAN SPECIALTY HOLDINGS INC$1,8600.00%33CommonSOLE
36828A101GEVGE VERNOVA INC$1,8450.00%3CommonSOLE
66987V109NVSNOVARTIS AG$1,7960.00%14CommonSOLE
939653101ELMEELME COMMUNITIES$1,6860.00%100CommonSOLE
98980A105ZTOZTO EXPRESS CAYMAN INC$1,6320.00%85CommonSOLE
45167R104IEXIDEX CORP$1,6280.00%10CommonSOLE
942622200WSOWATSCO INC$1,6180.00%4CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$1,5780.00%18CommonSOLE
23804L103DDOGDATADOG INC$1,5670.00%11CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$1,5540.00%9CommonSOLE
654106103NKENIKE INC$1,3950.00%20CommonSOLE
345370860FFORD MTR CO$1,3760.00%115CommonSOLE
759916109RGENREPLIGEN CORP$1,3370.00%10CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$1,3280.00%7CommonSOLE
42226A107HQYHEALTHEQUITY INC$1,3270.00%14CommonSOLE
33739H101FTGCFIRST TR EXCHANGE TRAD FD VI$1,3060.00%50CommonSOLE
854502101SWKSTANLEY BLACK & DECKER INC$1,2640.00%17CommonSOLE
531229771FWONALIBERTY MEDIA CORP DEL$1,1430.00%12CommonSOLE
252131107DXCMDEXCOM INC$1,0770.00%16CommonSOLE
29414B104EPAMEPAM SYS INC$1,0560.00%7CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$1,0370.00%3CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$9260.00%19CommonSOLE
756109104OREALTY INCOME CORP$9120.00%15CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$9020.00%12CommonSOLE
98389B100XELXCEL ENERGY INC$8880.00%11CommonSOLE
695156109PKGPACKAGING CORP AMER$8720.00%4CommonSOLE
504922105LHLABCORP HOLDINGS INC$8620.00%3CommonSOLE
200525103CBSHCOMMERCE BANCSHARES INC$8370.00%14CommonSOLE
30034W106EVRGEVERGY INC$8370.00%11CommonSOLE
216648501COOCOOPER COS INC$8230.00%12CommonSOLE
668074305NWENORTHWESTERN ENERGY GROUP IN$8210.00%14CommonSOLE
759351604RGAREINSURANCE GRP OF AMERICA I$7690.00%4CommonSOLE
925652109VICIVICI PPTYS INC$7510.00%23CommonSOLE
68235P108OGSONE GAS INC$7290.00%9CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$7110.00%8CommonSOLE
163851108CCCHEMOURS CO$6820.00%43CommonSOLE
00187Y100APGAPI GROUP CORP$6540.00%19CommonSOLE
553530106MSMMSC INDL DIRECT INC$6450.00%7CommonSOLE
40434L105HPQHP INC$6270.00%23CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$6220.00%5CommonSOLE
518439104ELLAUDER ESTEE COS INC$6170.00%7CommonSOLE
922475108VEEVVEEVA SYS INC$5960.00%2CommonSOLE
84857L101SRSPIRE INC$5710.00%7CommonSOLE
30040W108ESEVERSOURCE ENERGY$5700.00%8CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$5430.00%17CommonSOLE
92276F100VTRVENTAS INC$4900.00%7CommonSOLE
099724106BWABORGWARNER INC$4840.00%11CommonSOLE
436440101HO1HOLOGIC INC$4730.00%7CommonSOLE
743606105PBPROSPERITY BANCSHARES INC$4650.00%7CommonSOLE
358039105FRPTFRESHPET INC$4410.00%8CommonSOLE
171779309CIENCIENA CORP$4380.00%3CommonSOLE
231021106CMICUMMINS INC$4230.00%1CommonSOLE
G02602103DOXAMDOCS LTD$4110.00%5CommonSOLE
29415F104NVSTENVISTA HOLDINGS CORPORATION$4080.00%20CommonSOLE
013872106AAALCOA CORP$3950.00%12CommonSOLE
688239201OSKOSHKOSH CORP$3900.00%3CommonSOLE
46266C105IQVIQVIA HLDGS INC$3800.00%2CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$3780.00%8CommonSOLE
428291108HXLHEXCEL CORP NEW$3770.00%6CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$3760.00%3CommonSOLE
831865209AOSSMITH A O CORP$3680.00%5CommonSOLE
32051X108FHBFIRST HAWAIIAN INC$3480.00%14CommonSOLE
368736104GNRCGENERAC HLDGS INC$3350.00%2CommonSOLE
205887102CAGCONAGRA BRANDS INC$3300.00%18CommonSOLE
681919106OMCOMNICOM GROUP INC$3270.00%4CommonSOLE
315616102FFIVF5 INC$3240.00%1CommonSOLE
000957100ABMABM INDS INC$3230.00%7CommonSOLE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$3210.00%6CommonSOLE
09239B109BLBLACKLINE INC$3190.00%6CommonSOLE
609207105MDLZMONDELEZ INTL INC$3130.00%5CommonSOLE
891092108TTCTORO CO$3050.00%4CommonSOLE
370334104GISGENERAL MLS INC$3030.00%6CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$2870.00%2CommonSOLE
008492100ADCAGREE RLTY CORP$2850.00%4CommonSOLE
574599106MASMASCO CORP$2820.00%4CommonSOLE
26969P108EXPEAGLE MATLS INC$2340.00%1CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$2180.00%2CommonSOLE
020002101ALLALLSTATE CORP$2150.00%1CommonSOLE
410867105THGHANOVER INS GROUP INC$1820.00%1CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$1570.00%1CommonSOLE
957090103WABCWESTAMERICA BANCORPORATION$1500.00%3CommonSOLE
34959J108FTVFORTIVE CORP$1470.00%3CommonSOLE
758849103REGREGENCY CTRS CORP$1460.00%2CommonSOLE
14316J108CGCARLYLE GROUP INC$150.00%10CommonSOLE

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.