MondegarAI
CARRET ASSET MANAGEMENT, LLC

Q4 2025 · 13F-HR

CARRET ASSET MANAGEMENT, LLCholdings as filed

Filed 2026-02-17 · accession 0001140361-26-005575

$1.05B
Reported value
295
Positions
2025-12-31
Period end
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The Brief · CARRET ASSET MANAGEMENT, LLC · Q4 2025

AI · grounded in 13F

CARRET ASSET MANAGEMENT, LLC reduced its position in BX by 7.3584%, its largest share decrease of the period. The fund also trimmed holdings in PEN by 6.4935% and LRCX by 6.2131%. Overall, the fund added 96 positions and reduced 132 others, ending the quarter with $1.05B in total assets under management.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$86.6M8.22%318,607CommonNONE
594918104MSFTMICROSOFT CORP$55.1M5.23%113,884CommonNONE
02079K107GOOGALPHABET INC CL C$52.2M4.96%166,409CommonNONE
46625h100JPMORGAN CHASE & CO$46.8M4.44%145,096CommonNONE
02079K305GOOGLALPHABET INC CL A$34.5M3.28%110,314CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC CL B$30.0M2.85%59,690CommonNONE
70975L107PENPENUMBRA, INC.$22.4M2.12%72,000CommonNONE
68389X105ORCLORACLE CORP$21.6M2.05%111,056CommonNONE
025816109AXPAMERICAN EXPRESS CO$19.4M1.84%52,467CommonNONE
478160104JNJJOHNSON & JOHNSON$16.9M1.60%81,488CommonNONE
023135106AMZNAMAZON.COM, INC$15.9M1.51%68,849CommonNONE
30303M102METAMETA PLATFORMS INC$15.0M1.42%22,648CommonNONE
17275r102CISCO SYS INC$14.2M1.34%183,774CommonNONE
166764100CVXCHEVRON CORP$14.2M1.34%92,876CommonNONE
67066G104NVDANVIDIA CORP$13.8M1.31%73,802CommonNONE
512807306LRCXLAM RESEARCH CORP COM$13.3M1.27%77,860CommonNONE
931142103WMTWALMART INC$12.8M1.22%115,316CommonNONE
701094104PHPARKER HANNIFIN CORP$12.8M1.21%14,530CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$12.5M1.19%14,240CommonNONE
00287Y109ABBVABBVIE INC$11.4M1.08%49,883CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY - A$11.3M1.07%15CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$10.2M0.97%35,278CommonNONE
464287655IWMISHARES RUSSELL 2000 INDEX FUN$9.5M0.90%38,430CommonNONE
g29183103EATON CORP$9.1M0.87%28,668CommonNONE
11135F101AVGOBROADCOM INC$8.9M0.84%25,708CommonNONE
713448108PEPPEPSICO INC$8.9M0.84%61,852CommonNONE
038222105AMATAPPLIED MATERIALS INC DELAWARE$8.8M0.84%34,358CommonNONE
78462F103SPYSPDR S&P 500 INDEX$8.8M0.83%12,837CommonNONE
020002101ALLALLSTATE CORP$8.7M0.83%41,988CommonNONE
464287101OEFISHARES S&P 100 INDEX$8.7M0.83%25,436CommonNONE
58933Y105MRKMERCK & CO INC$8.5M0.81%81,171CommonNONE
416515104HIGHARTFORD FINANCIAL SERVICES GR$8.4M0.80%60,857CommonNONE
92826C839VVISA INC COM CL A$7.6M0.72%21,742CommonNONE
95040Q104WELLWELLTOWER INC$7.5M0.71%40,447CommonNONE
025537101AEPAMERICAN ELEC PWR$7.2M0.69%62,609CommonNONE
254687106DISWALT DISNEY CO$7.1M0.68%62,511CommonNONE
464287168DVYISHARES DOW JONES SELECT DIVID$6.9M0.65%48,817CommonNONE
464287499IWRISHARES RUSSELL MID-CAP INDEX$6.9M0.65%71,535CommonNONE
743315103PGRPROGRESSIVE CORP-OHIO-$6.7M0.64%29,450CommonNONE
742718109PGPROCTER & GAMBLE CO$6.6M0.63%46,233CommonNONE
09260D107BXBLACKSTONE INC$6.6M0.63%42,793CommonNONE
31428X106FDXFEDEX CORPORATION$6.4M0.61%22,264CommonNONE
842587107SOSOUTHERN CO$6.3M0.59%71,863CommonNONE
57636Q104MAMASTERCARD INC CL A COM$6.2M0.58%10,793CommonNONE
617446448MSMORGAN STANLEY$6.1M0.58%34,466CommonNONE
002824100ABTABBOTT LABORATORIES$6.1M0.58%48,834CommonNONE
464287309IVWI SHARES S&P GROWTH INDEX$6.0M0.57%48,889CommonNONE
219350105GLWCORNING INC$6.0M0.57%68,211CommonNONE
060505104BACBANK OF AMERICA CORP$5.9M0.56%107,365CommonNONE
459200101IBMINTL BUSINESS MACHINES CORP$5.8M0.55%19,667CommonNONE
40412C101HCAHCA HEALTHCARE INC.$5.7M0.54%12,168CommonNONE
693475105PNCPNC FINANCIAL SERVICES GROUP$5.5M0.52%26,398CommonNONE
66987v109NOVARTIS AG ADR$5.5M0.52%39,815CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$5.4M0.51%18,347CommonNONE
532457108LLYELI LILLY & CO$5.3M0.50%4,903CommonNONE
464287200IVVISHARES CORE S&P 500 INDEX$5.2M0.50%7,659CommonNONE
437076102HDHOME DEPOT INC$5.0M0.47%14,461CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$4.9M0.46%8,406CommonNONE
46137V357RSPINVESCO S&P 500 EQUAL WEIGHT$4.8M0.45%24,969CommonNONE
30231g102EXXON MOBIL CORP$4.4M0.42%36,914CommonNONE
87612E106TGTTARGET CORP$4.4M0.42%44,998CommonNONE
23331A109DHID R HORTON INC COM$4.3M0.41%30,002CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$4.3M0.41%50,902CommonNONE
59156R108METMETLIFE$4.1M0.39%52,470CommonNONE
922908744VTVVANGUARD INDEX FDS VALUE ETF$4.1M0.39%21,586CommonNONE
464287598IWDISHARES RUSSELL 1000 VALUE$3.9M0.37%18,779CommonNONE
90384S303ULTAULTA BEAUTY INC$3.8M0.37%6,357CommonNONE
75513E101RTXRTX CORPORATION$3.8M0.36%20,482CommonNONE
808524102SCHBSCHWAB US BROAD MARKET ETF$3.6M0.34%135,559CommonNONE
22160K105COSTCOSTCO WHOLESALE CORP.$3.5M0.33%4,063CommonNONE
922042775VEUVANGUARD FTSE ALL WORLD EX-U$3.5M0.33%47,300CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD-S$3.4M0.32%11,106CommonNONE
580135101MCDMCDONALDS CORP$3.4M0.32%10,971CommonNONE
291011104EMREMERSON ELECTRIC CO$3.3M0.32%25,141CommonNONE
92343V104VZVERIZON COMMUNICATIONS$3.3M0.32%81,906CommonNONE
03076C106AMPAMERIPRISE FINANCIAL INC$3.2M0.31%6,574CommonSOLE
244199105DEDEERE & CO$3.2M0.30%6,801CommonNONE
172967424CCITIGROUP INC$3.1M0.29%26,633CommonNONE
064058100BKBANK NEW YORK MELLON CORP$2.8M0.27%24,290CommonNONE
316071109FCNTXFIDELITY CONTRAFUND COM$2.7M0.25%109,784CommonNONE
949746101WMT2WELLS FARGO & CO NEW$2.6M0.25%28,222CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING INC.$2.6M0.24%9,931CommonNONE
922908710VFIAXVANGUARD INDEX FDS 500INDEX AD$2.5M0.23%3,899CommonNONE
427866108HSYHERSHEY COMPANY$2.5M0.23%13,500CommonNONE
717081103PFEPFIZER INC$2.5M0.23%98,575CommonNONE
682680103OKEONEOK INC NEW$2.4M0.23%33,152CommonNONE
110122108BMYBRISTOL MYERS SQUIBB CO$2.4M0.23%44,405CommonNONE
25746U109DDOMINION ENERGY, INC.$2.4M0.23%40,678CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$2.4M0.23%12,873CommonNONE
316773100FITBFIFTH THIRD BANCORP$2.3M0.22%50,100CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$2.3M0.22%7,000CommonNONE
452308109ITWILLINOIS TOOL WORKS INC$2.2M0.21%9,040CommonNONE
032654105ADIANALOG DEVICES INC COM$2.2M0.21%8,126CommonNONE
681919106OMCOMNICOM GROUP INC.$2.2M0.21%27,078CommonNONE
925652109VICIVICI PROPERTIES INC$2.1M0.20%74,968CommonNONE
90138F102TWLOTWILIO INC - A$2.0M0.19%14,260CommonNONE
78463V107GLDSPDR GOLD TRUST$1.9M0.18%4,772CommonSOLE
00130h105AES CORP$1.9M0.18%130,591CommonNONE
464287721IYWISHARES DJ US TECHNOLOGY SECTO$1.9M0.18%9,327CommonNONE
98149E303GLDMSPDR GOLD MINISHARES TRUST$1.8M0.18%21,599CommonNONE
075887109BDXBECTON DICKINSON & CO$1.8M0.17%9,373CommonNONE
464288851IEOISHARES US OIL & GAS EXPLO & P$1.8M0.17%20,116CommonNONE
902973304USBUS BANCORP DEL NEW$1.8M0.17%33,490CommonNONE
464287614IWFISHARES RUSSELL 1000 GROWTH$1.7M0.16%3,601CommonNONE
641069406NSRGYNESTLE SA-SPONS ADR$1.7M0.16%17,119CommonSOLE
031100100AMEAMETEK INC NEW$1.7M0.16%8,275CommonNONE
46266C105IQVIQVIA HOLDINGS INC$1.7M0.16%7,516CommonSOLE
808524201SCHXSCHWAB US LARGE-CAP ETR$1.7M0.16%61,753CommonNONE
097023105BABOEING CO$1.6M0.16%7,540CommonNONE
58733R102MELIMERCADOLIBRE INC$1.6M0.15%803CommonNONE
548661107LOWLOWES COS INC$1.6M0.15%6,701CommonNONE
921908844VIGVANGUARD DIVIDEND APPREC$1.6M0.15%7,291CommonNONE
747525103QCOMQUALCOMM INC$1.6M0.15%9,244CommonNONE
98419M100XYLXYLEM INC$1.6M0.15%11,557CommonSOLE
871829107SYYSYSCO CORP$1.6M0.15%21,316CommonNONE
718546104PSXPHILLIPS 66$1.6M0.15%12,076CommonNONE
G1151C101ACNACCENTURE LTD$1.6M0.15%5,797CommonNONE
20030n101COMCAST CORP CL A$1.5M0.14%50,757CommonSOLE
126650100CVSCVS HEALTH CORPORATION$1.5M0.14%18,768CommonNONE
82846H405QXOQXO INC$1.5M0.14%76,975CommonNONE
922042858VWOVANGUARD FTSE EMR MKT ETF$1.5M0.14%27,549CommonNONE
19247G107COHRCOHERENT CORP$1.5M0.14%7,960CommonNONE
438516106HONHONEYWELL INTL INC$1.4M0.14%7,427CommonNONE
37954Y632AIQGLOBAL X FUNDS GLOBAL X ART IN$1.4M0.14%28,363CommonNONE
31620R303FNFFIDELITY NATIONAL FINANCIAL$1.4M0.14%26,190CommonNONE
79466L302CRMSALESFORCE.COM INC.$1.4M0.13%5,314CommonNONE
78409V104SPGIS&P GLOBAL INC$1.4M0.13%2,685CommonNONE
56585A102MPCMARATHON PETROLEUM CORP$1.4M0.13%8,624CommonSOLE
464287234EEMISHARES MSCI EMERGING MARKETS$1.4M0.13%25,204CommonNONE
00206r102AT&T INC$1.3M0.13%53,665CommonNONE
031162100AMGNAMGEN INC$1.3M0.12%4,014CommonNONE
464288778IATISHARES DJ REGIONAL BANKS$1.3M0.12%23,810CommonNONE
00724F101ADBEADOBE INC$1.3M0.12%3,706CommonNONE
655844108NSCNORFOLK SOUTHERN CORP$1.3M0.12%4,474CommonNONE
65339F101NEENEXTERA ENERGY INC$1.3M0.12%15,701CommonNONE
316389303FBGRXFIDELITY SECS FD BLUE CHIP GWT$1.3M0.12%4,691CommonNONE
20825c104CONOCOPHILLIPS$1.2M0.12%13,095CommonNONE
88579y1013M COMPANY$1.2M0.11%7,398CommonSOLE
369604301GEGE AEROSPACE$1.2M0.11%3,797CommonSOLE
315911750FXAIXFIDELITY 500 INDEX FUND$1.1M0.11%4,728CommonNONE
209115104EDCONSOLIDATED EDISON INC$1.1M0.11%11,154CommonNONE
494368103KMBKIMBERLY CLARK CORP$1.1M0.10%10,956CommonSOLE
882508104TXNTEXAS INSTRUMENTS INC$1.1M0.10%6,368CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$1.1M0.10%13,939CommonNONE
64110L106NFLXNETFLIX COM INC COM$1.1M0.10%11,635CommonNONE
149123101CATCATERPILLAR INC$1.1M0.10%1,877CommonNONE
808524797SCHDSCHWAB US DIVIDEND EQUITY FUND$1.0M0.10%37,173CommonNONE
46090E103QQQINVESCO QQQ NASDAQ 100 INDEX$1.0M0.10%1,646CommonNONE
629377508NRGNRG ENERGY INC$1.0M0.10%6,329CommonNONE
81369Y803XLKSPDR FD TECHNOLGY SEL$1.0M0.10%6,963CommonNONE
464288802SUSAISHARES MSCI USA ESG SELECT$982,6810.09%7,052CommonNONE
921909107VGSTXVANGUARD STAR FUND STAR PORTFO$972,5650.09%33,353CommonNONE
191216100KOCOCA-COLA CO$968,9750.09%13,860CommonNONE
464287507IJHISHARES CORE S&P MIDCAP$956,9340.09%14,499CommonNONE
609207105MDLZMONDELEZ INTERNATIONAL INC$954,7830.09%17,737CommonNONE
539830109LMTLOCKHEED MARTIN CORP$947,5170.09%1,959CommonNONE
922908736VUGVANGUARD GROWTH ETF$942,5460.09%1,932CommonNONE
253868103DLRDIGITAL REALTY TRUST INC$927,4860.09%5,995CommonSOLE
054536107AXAHYAXA-SPONS ADR$879,1300.08%18,275CommonNONE
69404D108PACBPACIFIC BIOSCIENCES OF CALIFOR$878,9000.08%470,000CommonNONE
808509855SWPPXSCHWAB S&P 500 FUND-SELECT$859,4120.08%48,997CommonNONE
571903202MARMARRIOTT INTL INC NEW CL A$858,1240.08%2,766CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$855,8790.08%21,291CommonNONE
316389105FOCPXFIDELITY SECS FD OTC PORTFOLIO$849,6750.08%34,995CommonNONE
74743L100QQNITY ELECTRONICS INC$835,7910.08%10,236CommonNONE
136375102CNICANADIAN NATL RAILWAY CO$820,4550.08%8,300CommonNONE
761152107RMDRESMED INC$811,7520.08%3,370CommonNONE
053332102AZOAUTOZONE INC$807,1770.08%238CommonNONE
808524607SCHASCHWAB US SMALL-CAP ETR$785,3360.07%27,575CommonNONE
26441c204DUKE ENERGY CORP$783,9010.07%6,688CommonNONE
78467J100SSNCSS&C TECHNOLOGIES HOLDINGS INC$772,7930.07%8,840CommonNONE
744320102PRUPRUDENTIAL FINANCIAL, INC.$768,7130.07%6,810CommonNONE
81369Y860XLREREAL ESTATE SELECT SECT SPDR$734,8950.07%18,213CommonSOLE
91529y106UNUM GROUP$734,8550.07%9,482CommonNONE
674599105OXYOCCIDENTAL PETE$721,6590.07%17,550CommonNONE
464288570DSIISHARES ESG MSCI KLD 400$721,4480.07%5,600CommonNONE
81369y209AMEX HEALTHCARE SELECT SPDR$719,6650.07%4,649CommonNONE
277276101EGPEASTGROUP PROPERTIES INC$712,3820.07%3,999CommonSOLE
500754106KHCTHE KRAFT HEINZ COMPANY$707,3670.07%29,170CommonNONE
224408104CRCRANE COMPANY$693,5590.07%3,761CommonNONE
001055102AFLAFLAC INC$690,9520.07%6,266CommonNONE
315911743FSMAXFIDELITY EXTENDED MARKET INDEX$664,4650.06%6,600CommonNONE
464287465EFAISHARES MSCI EAFE INDEX FUND$655,1170.06%6,822CommonNONE
512816109LAMRLAMAR ADVERTISING COMPANY$653,1530.06%5,160CommonNONE
369550108GDGENL DYNAMICS CORP COM$651,4370.06%1,935CommonNONE
464288687PFFISHARES S&P PREF STK INDX FN$646,8500.06%20,893CommonNONE
36828A101GEVGE VERNOVA INC$635,9240.06%973CommonSOLE
14316J108CGCARLYLE GROUP INC$630,4080.06%10,665CommonNONE
464289529INDYISHARES CNX INDIA 50 INDEX$630,1230.06%12,784CommonNONE
74251V102PFGPRINCIPAL FINANCIAL GROUP INC$612,8830.06%6,948CommonSOLE
30190A104FGF&G ANNUITIES AND LIFE INC$584,6690.06%18,952CommonNONE
030420103AWKAMERICAN WATER WORKS INC$583,4650.06%4,471CommonSOLE
922908751VBVANGUARD INDEX FDS SMALL CP ET$564,4220.05%2,188CommonNONE
460146103IPINTL PAPER CO$564,1330.05%14,322CommonNONE
808524409SCHVSCHWAB US LARGE-CAP VALUE$533,9570.05%18,033CommonNONE
N6596X109NXPINXP SEMICONDUCTORS NV$532,2310.05%2,452CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HOLDINGS$528,1600.05%1,918CommonNONE
30161n101EXELON CORP$519,9850.05%11,929CommonNONE
37045V100GMGENERAL MOTORS CORP$519,3730.05%6,387CommonNONE
46138R108FXFCURRENCY SHARES SWISS FRANC TR$516,7080.05%4,630CommonNONE
00971T101AKAMAKAMAI TECHNOLOGIES$511,2850.05%5,860CommonNONE
55261F104MTBM & T BK CORP COM$510,9530.05%2,536CommonNONE
808509848SWSSXSCHWAB SMALL-CAP INDEX$506,9430.05%12,731CommonNONE
42250P103DOCHEALTHPEAK PROPERTIES INC$501,9050.05%31,213CommonSOLE
133131102CPTCAMDEN PROPERTY TRUST$501,3040.05%4,554CommonSOLE
78467X109DIASPDR DOW JONES INDUSTRIAL AVER$491,3780.05%1,022CommonNONE
922908363VOOVANGUARD S&P 500$489,1610.05%780CommonNONE
458140100INTCINTEL CORP$488,2480.05%13,232CommonNONE
488445206ZVRAZEVRA THERAPEUTICS INC$483,8400.05%54,000CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$481,1990.05%9,107CommonSOLE
92202E607VTIVXVANGUARD TRGT RTRM 2045$480,7400.05%13,838CommonNONE
464287515IGVISHARES EXPANDED TECK-SOFTWARE$476,1350.05%4,505CommonNONE
277432100EMNEASTMAN CHEMICAL$470,2360.04%7,367CommonNONE
053807103AVTAVNET INC$466,9530.04%9,712CommonSOLE
718172109PMPHILIP MORRIS INTERNATIONAL$455,0220.04%2,837CommonNONE
81369y308SECTOR SPDR CONSMRS STPL$442,5430.04%5,697CommonNONE
464286822EWWISHARES INC MSCI MEX INVEST$433,0350.04%6,246CommonNONE
81369Y605XLFSPDR FD FINANCIAL SEL$424,0840.04%7,743CommonNONE
92939U106WECWEC ENERGY GROUP INC$421,8400.04%4,000CommonNONE
464287556IBBISHARES NASDAQ BIOTECH INDX$413,3180.04%2,449CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$407,2140.04%675CommonNONE
98389B100XELXCEL ENERGY INC$398,4230.04%5,394CommonNONE
46138E362SPHDINVESCO S&P 500 HIGH DVD LOW V$396,0000.04%8,250CommonSOLE
339128308JAMCXJPMORGAN MID CAP VALUE FD-A$381,0430.04%12,584CommonNONE
389637109GBTCGRAYSCALE BITCOIN TRUST$372,6300.04%5,451CommonNONE
H1467J104CBCHUBB LIMITED$371,7350.04%1,191CommonNONE
922908637VVVANGUARD INDEX FDS LARGE CAP E$371,1560.04%1,179CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$364,1620.03%68CommonNONE
654106103NKENIKE INC - B$356,7760.03%5,600CommonNONE
94106L109WMWASTE MGMT INC$353,1750.03%1,607CommonNONE
922908769VTIVANGUARD U.S. TOTAL STOCK MARK$350,4590.03%1,045CommonNONE
80850L718SWLGXSCHWAB US LARGE CAP GROWTH IND$349,5860.03%19,942CommonNONE
939653101ELMEELME COMMUNITIES$348,0000.03%20,000CommonSOLE
21037T109CEGCONSTELLATION ENERGY GROUP INC$347,6180.03%984CommonNONE
464287390ILFISHARES TR S&P LTN AM 40$336,1980.03%11,041CommonNONE
780259305SHELSHELL PLC$333,3050.03%4,536CommonNONE
74437E800PJGZXPRUDENTIAL JENN EQTY OPPOR-Z$331,9140.03%14,319CommonNONE
464289867AORISHARES CORE GROWTH ALLOCATION$318,3540.03%4,897CommonNONE
46434G822EWJISHARES MSCI JAPAN INDEX$312,4640.03%3,870CommonNONE
278642103EBAYEBAY INC COM$310,9470.03%3,570CommonNONE
46137V506PFMINVESCO EXCHANGE TR FD DVD ACH$309,0280.03%6,000CommonNONE
854502101SWKSTANLEY BLACK & DECKER INC$307,5180.03%4,140CommonNONE
46438F101IBITISHARES BITCOIN TRUST$306,0920.03%6,165CommonNONE
260557103DOWDOW CHEM CO COM$302,2500.03%12,928CommonNONE
09290D101BLKBLACKROCK INC$299,6950.03%280CommonNONE
92206C664VTWOVANGUARD RUSSELL 2000 ETF$298,0620.03%2,995CommonNONE
31617F205FDSVXFIDELITY GROWTH DISCOVERY FUND$295,4710.03%4,233CommonNONE
863667101SYKSTRYKER CORP$289,9630.03%825CommonNONE
v7780t103ROYAL CARRBN CRUISES LTD$287,8450.03%1,032CommonSOLE
464287861IEVISHARES S&P EUROPE 350 INDEX$282,3580.03%4,116CommonNONE
G7496G103RNRRENAISSANCE RE HLDGS COM$281,1600.03%1,000CommonNONE
92936U109WPCW P CAREY, INC$278,7900.03%4,332CommonNONE
345370860FFORD MTR CO$273,6740.03%20,859CommonNONE
018802108LNTALLIANT ENERGY CORP$273,0420.03%4,200CommonSOLE
55087P104LYFTLYFT INC$269,7270.03%13,925CommonNONE
571748102MRSHMARSH & MCLENNAN COS$265,2940.03%1,430CommonNONE
461202103INTUINTUIT CORP$264,9680.03%400CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GROUP IN$262,7420.02%3,272CommonNONE
189054109CLXCLOROX COMPANY DE$262,1580.02%2,600CommonNONE
493267108KEYKEYCORP -NEW$260,7860.02%12,635CommonNONE
903288108USAAXVICTORY GROWTH FUND$259,3280.02%6,380CommonNONE
025083106TWCGXAMERICAN CENTY MUT FDS GROWTH$256,8210.02%4,508CommonNONE
98983L108ZWSZURN ELKAY WATER SOULTIONS COR$255,6950.02%5,500CommonNONE
464287788IYFISHARES DJ US FINANCIAL SECTOR$255,2810.02%1,980CommonNONE
363576109AJGGALLAGHER (ARTHUR J.) & CO.$252,3200.02%975CommonNONE
22052L104CTVACORTEVA INC$247,2070.02%3,688CommonNONE
67092P300NULVNUVEEN ESG LARGE-CAP VALUE$245,5220.02%5,450CommonNONE
82509L107SHOPSHOPIFY INC - CLASS A$243,8700.02%1,515CommonNONE
880770102TERTERADYNE INC$241,9500.02%1,250CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$239,4300.02%13,800CommonNONE
88160R101TSLATESLA INC$237,0020.02%527CommonNONE
904767803ULUNILEVER PLC NEW ADS 4 ORD$234,9170.02%3,592CommonNONE
125523100CICIGNA GROUP$230,9180.02%839CommonNONE
464287804IJRISHARES CORE S&P SMALL CAP$229,3400.02%1,908CommonNONE
922908629VOVANGUARD INDEX FDS MID CAP ETF$227,3840.02%783CommonNONE
46438R105ETHAISHARES ETHEREUM TRUST$226,5430.02%10,100CommonNONE
81369Y407XLYCONSUMER DISCRETIONARY SELT$223,0580.02%1,868CommonNONE
872540109TJXTJX COS$221,3520.02%1,441CommonNONE
988498101YUMYUM BRANDS INC$220,9610.02%1,461CommonNONE
77957Y106TRMCXROWE T PRIC MID CP VAL COM$220,3820.02%6,851CommonNONE
81369Y506XLESECTOR SPDR TR SBI INT-ENERGY$219,1680.02%4,902CommonNONE
247361702DALDELTA AIR LINES INC$217,5690.02%3,135CommonNONE
464288752ITBISHARES DJ US HOME CONSTRUCTIO$214,6530.02%2,229CommonSOLE
47233W109JEFJEFFERIES FINANCIAL GROUP INC$212,8670.02%3,435CommonNONE
464287671IUSGISHARES CORE S&P US GROWTH ETF$210,2610.02%1,252CommonNONE
316145887FSDIXFIDELITY STR DVD&INC FUND$207,7820.02%11,806CommonNONE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIONS$202,1050.02%2,435CommonSOLE
316069582FSANXFIDELITY ASSET MANAGER 60$187,9280.02%11,009CommonNONE
256206103DODFXDODGE & COX FDS INTL STK FD$167,6420.02%10,185CommonNONE
00791R871VNIIXVONTOBEL INTL EQTY-INST$142,5270.01%14,663CommonNONE
09075F404BNGOBIONANO GENOMICS INC$67,4730.01%44,100CommonNONE
00791R780VNUYXVONTOBEL US EQUITY FUND$64,8830.01%17,489CommonNONE
13765Y103CBSTQCANNABIST COMPANY HOLDINGS INC$5,9490.00%101,000CommonNONE
53634X100LQMTLIQUIDMETAL TECHNOLOGIES INC$9980.00%10,000CommonNONE
046008207ASFZASSOCIATES FIRST CAPITAL CORPO$016,000CommonNONE

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.