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PROFFITT & GOODSON INC

Q4 2025 · 13F-HR

PROFFITT & GOODSON INCholdings as filed

Filed 2026-01-27 · accession 0001123812-26-000002

$717.5M
Reported value
296
Positions
2025-12-31
Period end
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The Brief · PROFFITT & GOODSON INC · Q4 2025

AI · grounded in 13F

PROFFITT & GOODSON INC trimmed its position in LULU by 97.2%. The fund also reduced its holdings in VZ by 86.7% and XLV by 50.8%. On the buy side, the fund accumulated AMZN shares by 59.2% and increased its position in BND by 36.2%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOVANGUARD INDEX FDS$104.8M14.6%167,176CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$78.5M10.9%1,256,430CommonSOLE
92206C706VGITVANGUARD SCOTTSDALE FDS$65.4M9.11%1,090,511CommonSOLE
922908769VTIVANGUARD INDEX FDS$58.2M8.12%173,701CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$47.3M6.60%593,862CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$38.1M5.32%55,932CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$29.7M4.14%551,940CommonSOLE
78463X889SPDWSPDR INDEX SHS FDS$23.4M3.27%527,624CommonSOLE
92206C771VMBSVANGUARD SCOTTSDALE FDS$19.5M2.72%414,097CommonSOLE
464288638IGIBISHARES TR$19.2M2.68%356,634CommonSOLE
922908637VVVANGUARD INDEX FDS$15.6M2.17%49,574CommonSOLE
808524870SCHPSCHWAB STRATEGIC TR$14.8M2.06%557,485CommonSOLE
464287804IJRISHARES TR$13.7M1.90%113,595CommonSOLE
464287507IJHISHARES TR$12.7M1.77%192,124CommonSOLE
464287499IWRISHARES TR$10.8M1.50%112,075CommonSOLE
464288646IGSBISHARES TR$9.1M1.26%171,570CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$7.9M1.10%106,400CommonSOLE
81369Y860XLRESELECT SECTOR SPDR TR$7.5M1.05%185,975CommonSOLE
464288661IEIISHARES TR$7.3M1.01%60,930CommonSOLE
67066G104NVDANVIDIA CORPORATION$5.8M0.80%30,931CommonSOLE
037833100AAPLAPPLE INC$5.6M0.77%20,419CommonSOLE
594918104MSFTMICROSOFT CORP$5.4M0.75%11,158CommonSOLE
78463X509SPEMSPDR INDEX SHS FDS$4.7M0.65%100,387CommonSOLE
023135106AMZNAMAZON COM INC$4.6M0.64%19,915CommonSOLE
921909768VXUSVANGUARD STAR FDS$4.2M0.58%55,103CommonSOLE
464288588MBBISHARES TR$4.0M0.56%42,042CommonSOLE
02079K305GOOGLALPHABET INC$3.8M0.54%12,277CommonSOLE
922908553VNQVANGUARD INDEX FDS$3.6M0.50%40,514CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$2.6M0.37%22,010CommonSOLE
921910733ESGVVANGUARD WORLD FD$2.5M0.35%20,886CommonSOLE
921937827BSVVANGUARD BD INDEX FDS$2.5M0.34%31,202CommonSOLE
464288612GVIISHARES TR$2.5M0.34%22,833CommonSOLE
595112103MUMICRON TECHNOLOGY INC$2.4M0.34%8,480CommonSOLE
11135F101AVGOBROADCOM INC$2.2M0.31%6,462CommonSOLE
78464A375SPIBSPDR SERIES TRUST$2.1M0.29%61,637CommonSOLE
72201R833MINTPIMCO ETF TR$2.0M0.28%19,786CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$2.0M0.28%6,125CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.9M0.27%3,831CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$1.8M0.25%35,009CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$1.8M0.24%41,120CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$1.7M0.23%10,649CommonSOLE
464287655IWMISHARES TR$1.6M0.22%6,490CommonSOLE
88579Y101MMM3M CO$1.4M0.20%8,853CommonSOLE
78464A698KRESPDR SERIES TRUST$1.4M0.20%21,768CommonSOLE
46432F834IXUSISHARES TR$1.4M0.19%16,529CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$1.4M0.19%8,477CommonSOLE
17275R102CSCOCISCO SYS INC$1.4M0.19%17,785CommonSOLE
922908629VOVANGUARD INDEX FDS$1.3M0.19%4,633CommonSOLE
30303M102METAMETA PLATFORMS INC$1.3M0.19%2,017CommonSOLE
478160104JNJJOHNSON & JOHNSON$1.3M0.18%6,355CommonSOLE
291011104EMREMERSON ELEC CO$1.3M0.18%9,854CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$1.3M0.18%11,025CommonSOLE
035710839NLYANNALY CAPITAL MANAGEMENT IN$1.3M0.18%56,927CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$1.2M0.17%12,454CommonSOLE
68389X105ORCLORACLE CORP$1.2M0.17%6,090CommonSOLE
254687106DISDISNEY WALT CO$1.2M0.16%10,404CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$1.1M0.15%7,088CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.1M0.15%9,034CommonSOLE
464287556IBBISHARES TR$1.1M0.15%6,357CommonSOLE
023135106AMZNAMAZON COM INC$1.1M0.15%4,600PUTSOLE
78470E106EFAXSPDR INDEX SHS FDS$1.0M0.14%20,565CommonSOLE
872540109TJXTJX COS INC NEW$1.0M0.14%6,583CommonSOLE
922908736VUGVANGUARD INDEX FDS$1.0M0.14%2,071CommonSOLE
747525103QCOMQUALCOMM INC$1.0M0.14%5,855CommonSOLE
464288323NYFISHARES TR$999,0320.14%18,670CommonSOLE
742718109PGPROCTER AND GAMBLE CO$992,7090.14%6,927CommonSOLE
88160R101TSLATESLA INC$980,8400.14%2,181CommonSOLE
126650100CVSCVS HEALTH CORP$942,8770.13%11,881CommonSOLE
060505104BACBANK AMERICA CORP$900,9550.13%16,381CommonSOLE
931142103WMTWALMART INC$890,2880.12%7,991CommonSOLE
717081103PFEPFIZER INC$885,9110.12%35,579CommonSOLE
75513E101RTXRTX CORPORATION$862,8970.12%4,705CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS$850,3520.12%14,479CommonSOLE
713448108PEPPEPSICO INC$831,9860.12%5,797CommonSOLE
00724F101ADBEADOBE INC$769,6290.11%2,199CommonSOLE
532457108LLYELI LILLY & CO$752,2760.10%700CommonSOLE
252131107DXCMDEXCOM INC$722,8360.10%10,891CommonSOLE
40412C101HCAHCA HEALTHCARE INC$715,2300.10%1,532CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$700,4720.10%15,667CommonSOLE
922908744VTVVANGUARD INDEX FDS$672,4760.09%3,521CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$661,2900.09%4,688CommonSOLE
64110L106NFLXNETFLIX INC$650,9760.09%6,943CommonSOLE
91913Y100VLOVALERO ENERGY CORP$605,4170.08%3,719CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$592,4180.08%24,643CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$550,2840.08%2,051CommonSOLE
670346105NUENUCOR CORP$538,2630.08%3,300CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$535,5340.07%10,135CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$534,7610.07%9,160CommonSOLE
464287226AGGISHARES TR$524,4700.07%5,251CommonSOLE
22052L104CTVACORTEVA INC$522,4990.07%7,795CommonSOLE
49177J102KVUEKENVUE INC$515,5170.07%29,885CommonSOLE
46435G193SUSCISHARES TR$504,5720.07%21,577CommonSOLE
87612E106TGTTARGET CORP$500,8090.07%5,123CommonSOLE
G54950103LINLINDE PLC$495,0390.07%1,161CommonSOLE
67066G104NVDANVIDIA CORPORATION$484,9000.07%2,600PUTSOLE
78470E205EEMXSPDR INDEX SHS FDS$438,3760.06%10,280CommonSOLE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$422,2250.06%8,346CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$421,0720.06%7,688CommonSOLE
461202103INTUINTUIT$412,0260.06%622CommonSOLE
922020805VTIPVANGUARD MALVERN FDS$405,7210.06%8,203CommonSOLE
922908751VBVANGUARD INDEX FDS$395,7300.06%1,534CommonSOLE
H1467J104CBCHUBB LIMITED$387,3410.05%1,241CommonSOLE
92204A702VGTVANGUARD WORLD FD$358,8000.05%476CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$354,5210.05%3,696CommonSOLE
464287234EEMISHARES TR$340,4060.05%6,222CommonSOLE
464287150ITOTISHARES TR$332,7690.05%2,238CommonSOLE
46434V878ICSHISHARES TR$316,1760.04%6,251CommonSOLE
464288158SUBISHARES TR$269,2050.04%2,523CommonSOLE
922908538VOTVANGUARD INDEX FDS$250,9470.03%899CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$243,8640.03%8,871CommonSOLE
922908512VOEVANGUARD INDEX FDS$234,6610.03%1,323CommonSOLE
149123101CATCATERPILLAR INC$229,1480.03%400CommonSOLE
149123101CATCATERPILLAR INC$229,1480.03%400PUTSOLE
46432F842IEFAISHARES TR$219,8040.03%2,457CommonSOLE
64110L106NFLXNETFLIX INC$215,6480.03%2,300PUTSOLE
00287Y109ABBVABBVIE INC$209,7540.03%918CommonSOLE
808524706SCHESCHWAB STRATEGIC TR$193,5860.03%5,911CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$183,0150.03%2,356CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$182,2670.03%1,266CommonSOLE
46429B267GOVTISHARES TR$181,2530.03%7,872CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$174,3870.02%604CommonSOLE
808524607SCHASCHWAB STRATEGIC TR$171,8200.02%6,033CommonSOLE
922908611VBRVANGUARD INDEX FDS$165,8320.02%783CommonSOLE
922908595VBKVANGUARD INDEX FDS$155,8890.02%516CommonSOLE
64828T201RITMRITHM CAPITAL CORP$145,5590.02%13,354CommonSOLE
02079K107GOOGALPHABET INC$144,9760.02%462CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$144,5800.02%525CommonSOLE
37954Y475XYLDGLOBAL X FDS$135,5420.02%3,336CommonSOLE
46428Q109SLVISHARES SILVER TR$132,0610.02%2,050CommonSOLE
166764100CVXCHEVRON CORP NEW$124,5190.02%817CommonSOLE
92206C573VTCVANGUARD SCOTTSDALE FDS$124,4570.02%1,603CommonSOLE
437076102HDHOME DEPOT INC$124,2210.02%361CommonSOLE
808524755FNDFSCHWAB STRATEGIC TR$124,1020.02%2,745CommonSOLE
89832Q109TFCTRUIST FINL CORP$120,8110.02%2,455CommonSOLE
55336V100MPLXMPLX LP$118,3750.02%2,218CommonSOLE
49446R109KIMKIMCO RLTY CORP$117,4850.02%5,796CommonSOLE
482480100KLACKLA CORP$116,6480.02%96CommonSOLE
78463V107GLDSPDR GOLD TR$114,9300.02%290CommonSOLE
682680103OKEONEOK INC NEW$112,4550.02%1,530CommonSOLE
00123Q104AGNCAGNC INVT CORP$111,2310.02%10,376CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$109,9980.02%3,431CommonSOLE
69351T106PPLPPL CORP$106,1810.01%3,032CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$105,9610.01%3,910CommonSOLE
29273V100ETENERGY TRANSFER L P$103,1780.01%6,257CommonSOLE
718172109PMPHILIP MORRIS INTL INC$102,1750.01%637CommonSOLE
78468R796SPYXSPDR SERIES TRUST$102,0420.01%1,816CommonSOLE
842587107SOSOUTHERN CO$101,4140.01%1,163CommonSOLE
02209S103MOALTRIA GROUP INC$99,4640.01%1,725CommonSOLE
744320102PRUPRUDENTIAL FINL INC$98,3190.01%871CommonSOLE
G491BT108IVZINVESCO LTD$96,3060.01%3,666CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$95,9730.01%324CommonSOLE
126408103CSXCSX CORP$95,7370.01%2,641CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$94,7790.01%2,327CommonSOLE
46434V464CRBNISHARES TR$90,1380.01%391CommonSOLE
92826C839VVISA INC$90,1330.01%257CommonSOLE
91529Y106UNMUNUM GROUP$89,4350.01%1,154CommonSOLE
200340107CMACOMERICA INC$85,0180.01%978CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$84,5100.01%98CommonSOLE
20825C104COPCONOCOPHILLIPS$80,4110.01%859CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$78,6450.01%1,458CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$73,0730.01%128CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$71,9780.01%1,965CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$71,5320.01%1,652CommonSOLE
316092204FDISFIDELITY COVINGTON TRUST$71,0020.01%695CommonSOLE
049560105ATOATMOS ENERGY CORP$61,5210.01%367CommonSOLE
46284V101IRMIRON MTN INC DEL$58,3970.01%704CommonSOLE
075887109BDXBECTON DICKINSON & CO$56,6690.01%292CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$56,2070.01%97CommonSOLE
46138G706TANINVESCO EXCH TRADED FD TR II$55,6040.01%1,132CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$54,6050.01%652CommonSOLE
31428X106FDXFEDEX CORP$52,2840.01%181CommonSOLE
464287200IVVISHARES TR$51,3710.01%75CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$49,1690.01%253CommonSOLE
464288224ICLNISHARES TR$48,6330.01%2,960CommonSOLE
91879Q109MTNVAIL RESORTS INC$48,4720.01%365CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$46,8220.01%560CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$46,8000.01%154CommonSOLE
46435U549EAGGISHARES TR$45,9360.01%960CommonSOLE
92204A306VDEVANGUARD WORLD FD$45,2060.01%359CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$43,0770.01%196CommonSOLE
701094104PHPARKER-HANNIFIN CORP$42,1910.01%48CommonSOLE
650111107NYTNEW YORK TIMES CO$41,6520.01%600CommonSOLE
00206R102TAT&T INC$41,1850.01%1,658CommonSOLE
G87052109TELTE CONNECTIVITY PLC$39,8150.01%175CommonSOLE
009158106APDAIR PRODS & CHEMS INC$39,5240.01%160CommonSOLE
03831W108APPAPPLOVIN CORP$38,4080.01%57CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$35,5030.00%699CommonSOLE
23331A109DHID R HORTON INC$34,2800.00%238CommonSOLE
65339F101NEENEXTERA ENERGY INC$29,9450.00%373CommonSOLE
580135101MCDMCDONALDS CORP$29,3410.00%96CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$28,5990.00%350CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$28,1860.00%1,430CommonSOLE
69047Q102OVVOVINTIV INC$27,2770.00%696CommonSOLE
46435G425ESGUISHARES TR$27,2640.00%183CommonSOLE
651639106NEMNEWMONT CORP$26,4610.00%265CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$25,8490.00%643CommonSOLE
808524888SCHCSCHWAB STRATEGIC TR$25,4520.00%559CommonSOLE
349942102FSMFORTUNA MNG CORP$24,5250.00%2,500CommonSOLE
548661107LOWLOWES COS INC$24,1160.00%100CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$24,0700.00%201CommonSOLE
052769106ADSKAUTODESK INC$23,9770.00%81CommonSOLE
37733W204GSKGSK PLC$23,2940.00%475CommonSOLE
83190L208SMBKSMARTFINANCIAL INC$22,1940.00%600CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$21,5500.00%61CommonSOLE
550021109LULULULULEMON ATHLETICA INC$20,7810.00%100CommonSOLE
90384S303ULTAULTA BEAUTY INC$19,9660.00%33CommonSOLE
46434G103IEMGISHARES INC$19,0910.00%284CommonSOLE
780259305SHELSHELL PLC$18,2240.00%248CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$17,9840.00%111CommonSOLE
949746101WMT2WELLS FARGO CO NEW$17,0560.00%183CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$15,4700.00%33CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$14,9730.00%51CommonSOLE
904767803ULUNILEVER PLC$14,1920.00%217CommonSOLE
92347M100VERIVERITONE INC$13,9500.00%3,000CommonSOLE
N07059210ASMLASML HOLDING N V$12,8390.00%12CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$12,6950.00%28CommonSOLE
92847W103VITLVITAL FARMS INC$12,6170.00%395CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$12,4660.00%71CommonSOLE
29084Q100EMEEMCOR GROUP INC$12,2360.00%20CommonSOLE
87305R109TTMITTM TECHNOLOGIES INC$12,0750.00%175CommonSOLE
745867101PHMPULTE GROUP INC$11,8440.00%101CommonSOLE
438128308HMCHONDA MOTOR LTD$10,9380.00%371CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$10,8680.00%31CommonSOLE
00215W100ASXASE TECHNOLOGY HLDG CO LTD$10,4980.00%652CommonSOLE
025816109AXPAMERICAN EXPRESS CO$10,3590.00%28CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$10,3550.00%120CommonSOLE
835699307SONYSONY GROUP CORP$10,2660.00%401CommonSOLE
23834J201DAVEDAVE INC$10,1850.00%46CommonSOLE
770700102HOODROBINHOOD MKTS INC$10,1790.00%90CommonSOLE
67092P870NUBDNUSHARES ETF TR$10,0600.00%450CommonSOLE
458140100INTCINTEL CORP$9,2250.00%250CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$9,1460.00%23CommonSOLE
46434G764EMXCISHARES INC$8,9400.00%123CommonSOLE
68386H103OPFIOPPFI INC$8,8910.00%850CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$8,7570.00%96CommonSOLE
37959E102GLGLOBE LIFE INC$8,5320.00%61CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$8,4120.00%29CommonSOLE
05964H105SANBANCO SANTANDER SA$8,3990.00%716CommonSOLE
N0731H103ATAIATAI BECKLEY NV$8,1800.00%2,000CommonSOLE
539439109LYGLLOYDS BANKING GROUP PLC$8,1570.00%1,539CommonSOLE
48241A105KBKB FINL GROUP INC$7,6580.00%89CommonSOLE
443201108HWMHOWMET AEROSPACE INC$7,5860.00%37CommonSOLE
001055102AFLAFLAC INC$7,0580.00%64CommonSOLE
882508104TXNTEXAS INSTRS INC$6,9400.00%40CommonSOLE
824596100SHGSHINHAN FINANCIAL GROUP CO L$6,9190.00%129CommonSOLE
64110W102NTESNETEASE INC$6,8810.00%50CommonSOLE
457642205INODINNODATA INC$6,8790.00%135CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$6,7430.00%46CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$6,6320.00%36CommonSOLE
110448107BTIBRITISH AMERN TOB PLC$6,5120.00%115CommonSOLE
570535104MKLMARKEL GROUP INC$6,4490.00%3CommonSOLE
82706C108SIMOSILICON MOTION TECHNOLOGY CO$6,3970.00%69CommonSOLE
02390A101AMXAMERICA MOVIL SAB DE CV$6,0360.00%292CommonSOLE
94106L109WMWASTE MGMT INC DEL$5,9330.00%27CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$5,4390.00%6CommonSOLE
44916E100IPXIPERIONX LTD$5,4280.00%150CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$5,4190.00%22CommonSOLE
78464A870XBISPDR SERIES TRUST$5,2430.00%43CommonSOLE
303250104FICOFAIR ISAAC CORP$5,0720.00%3CommonSOLE
366651107ITGARTNER INC$5,0460.00%20CommonSOLE
372460105GPCGENUINE PARTS CO$5,0420.00%41CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$4,9100.00%39CommonSOLE
500472303PHGKONINKLIJKE PHILIPS N V$4,8750.00%180CommonSOLE
260557103DOWDOW INC$4,4890.00%192CommonSOLE
48268K101KTKT CORP$4,3260.00%228CommonSOLE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTA$4,2430.00%182CommonSOLE
46434G822EWJISHARES INC$4,1180.00%51CommonSOLE
285512109EAELECTRONIC ARTS INC$4,0870.00%20CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$3,9080.00%18CommonSOLE
82835P103SVMSILVERCORP METALS INC$3,7530.00%450CommonSOLE
369604301GEGE AEROSPACE$3,6970.00%12CommonSOLE
43289P106HIMXHIMAX TECHNOLOGIES INC$3,4570.00%422CommonSOLE
46222L108IONQIONQ INC$3,4110.00%76CommonSOLE
009066101ABNBAIRBNB INC$3,3930.00%25CommonSOLE
693506107PPGPPG INDS INC$3,1770.00%31CommonSOLE
89055F103BLDTOPBUILD CORP$2,9210.00%7CommonSOLE
247361702DALDELTA AIR LINES INC DEL$2,6380.00%38CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$2,6100.00%80CommonSOLE
697900108PAASPAN AMERN SILVER CORP$2,5910.00%50CommonSOLE
46090E103QQQINVESCO QQQ TR$2,4580.00%4CommonSOLE
36828A101GEVGE VERNOVA INC$1,9610.00%3CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$1,9350.00%4CommonSOLE
939653101ELMEELME COMMUNITIES$1,7400.00%100CommonSOLE
345370860FFORD MTR CO$1,5090.00%115CommonSOLE
654106103NKENIKE INC$1,2750.00%20CommonSOLE
854502101SWKSTANLEY BLACK & DECKER INC$1,2630.00%17CommonSOLE
33739H101FTGCFIRST TR EXCHANGE TRAD FD VI$1,1710.00%50CommonSOLE
74766W108QUBTQUANTUM COMPUTING INC$9030.00%88CommonSOLE
171779309CIENCIENA CORP$7020.00%3CommonSOLE
013872106AAALCOA CORP$6380.00%12CommonSOLE
76655K103RGTIRIGETTI COMPUTING INC$5320.00%24CommonSOLE
163851108CCCHEMOURS CO$5070.00%43CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$3290.00%4CommonSOLE
695156109PKGPACKAGING CORP AMER$2070.00%1CommonSOLE
93627C101HCCWARRIOR MET COAL INC$890.00%1CommonSOLE
14316J108CGCARLYLE GROUP INC$120.00%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.