MondegarAI
PRIVATE MANAGEMENT GROUP INC

Q4 2025 · 13F-HR

PRIVATE MANAGEMENT GROUP INCholdings as filed

Filed 2026-02-12 · accession 0001142031-26-000005

$3.43B
Reported value
310
Positions
2025-12-31
Period end
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The Brief · PRIVATE MANAGEMENT GROUP INC · Q4 2025

AI · grounded in 13F

PRIVATE MANAGEMENT GROUP INC established a new position in DEO worth $27.85M. The fund also opened new stakes in OBDC for $27.01M and AAP for $20.12M. On the sell side, the fund closed its position in SSBUSD, reducing its exposure by $10.29M. Other notable reductions include trimming shares of ALLY by 41.77% and WPC by 23.94%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
934423104WBDWARNER BROS DISCOVERY INC$78.7M2.29%2,731,816CommonSOLE
G8192H106SPNTSIRIUSPOINT LTD$76.1M2.22%3,477,478CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$76.1M2.22%151,400CommonSOLE
03064D108COLDAMERICOLD REALTY TRUST INC$60.6M1.76%4,711,723CommonSOLE
91913Y100VLOVALERO ENERGY CORP$48.9M1.42%300,171CommonSOLE
857477103STTSTATE STR CORP$47.5M1.38%367,864CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$43.7M1.27%1,072,444CommonSOLE
20030N101CMCSACOMCAST CORP$43.3M1.26%1,448,982CommonSOLE
811543107SEBSEABOARD CORP$43.2M1.26%9,724CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$42.6M1.24%1,521,204CommonSOLE
67401P405OCSLOAKTREE SPECIALTY LENDING CO$41.5M1.21%3,259,370CommonSOLE
013091103ACIALBERTSONS COS INC$41.3M1.20%2,403,801CommonSOLE
67098H104OIO-I GLASS INC$41.0M1.19%2,776,191CommonSOLE
47233W109JEFJEFFERIES FINL GROUP INC$40.8M1.19%657,900CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$40.7M1.18%350,544CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$40.1M1.17%124,361CommonSOLE
501889208LKQLKQ CORP$39.7M1.16%1,314,085CommonSOLE
015857105AQNALGONQUIN PWR UTILS CORP$39.6M1.15%6,432,155CommonSOLE
14316J108CGCARLYLE GROUP INC$39.2M1.14%663,941CommonSOLE
649445400FLGFLAGSTAR BANK NATIONAL ASSOC$39.2M1.14%3,111,069CommonSOLE
13057Q305CRCCALIFORNIA RES CORP$38.9M1.13%868,977CommonSOLE
25401T603DBRGDIGITALBRIDGE GROUP INC$37.9M1.10%2,468,672CommonSOLE
835495102SONSONOCO PRODS CO$37.7M1.10%862,821CommonSOLE
02319V103ABEVAMBEV SA$37.3M1.09%15,112,841CommonSOLE
11259V106BROOKFIELD BUSINESS CORP$36.8M1.07%1,026,830CommonSOLE
237266101DARDARLING INGREDIENTS INC$36.6M1.06%1,015,549CommonSOLE
12685J105CABOCABLE ONE INC$36.2M1.05%320,620CommonSOLE
902681105UGIUGI CORP$36.0M1.05%960,786CommonSOLE
06759L103BBDCBARINGS BDC INC$34.6M1.01%3,765,629CommonSOLE
11271J107BNBROOKFIELD CORP$34.3M1.00%747,996CommonSOLE
700517105PKPARK HOTELS & RESORTS INC$33.3M0.97%3,182,853CommonSOLE
37940X102GPNGLOBAL PMTS INC$32.4M0.94%418,681CommonSOLE
743606105PBPROSPERITY BANCSHARES INC$32.2M0.94%466,615CommonSOLE
929042109VNOVORNADO RLTY TR$31.9M0.93%959,086CommonSOLE
720190206PDMPIEDMONT REALTY TRUST INC$31.5M0.92%3,776,972CommonSOLE
69318G106PBFPBF ENERGY INC$31.3M0.91%1,155,735CommonSOLE
68622V106OGNORGANON & CO$31.2M0.91%4,347,073CommonSOLE
653656108NICENICE LTD$30.9M0.90%273,082CommonSOLE
33833Q106FPHFIVE POINT HOLDINGS LLC$29.7M0.86%5,304,709CommonSOLE
088929104BGCBGC GROUP INC$29.5M0.86%3,300,773CommonSOLE
903002103UMHUMH PPTYS INC$29.3M0.85%1,842,229CommonSOLE
62886E108VYXNCR VOYIX CORPORATION$29.3M0.85%2,867,822CommonSOLE
28414H103ELANELANCO ANIMAL HEALTH INC$29.0M0.84%1,281,074CommonSOLE
13765N107CNNECANNAE HLDGS INC$28.7M0.83%1,821,685CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$28.5M0.83%194,579CommonSOLE
05352A100AVTRAVANTOR INC$28.2M0.82%2,456,859CommonSOLE
313745101FRTFEDERAL RLTY INVT TR$28.0M0.82%278,237CommonSOLE
73931J109AIOTPOWERFLEET INC$28.0M0.82%5,264,812CommonSOLE
25243Q205DEODIAGEO PLC$27.9M0.81%322,880CommonSOLE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$27.8M0.81%889,195CommonSOLE
70959W103PAGPENSKE AUTOMOTIVE GRP INC$27.5M0.80%173,640CommonSOLE
72346Q104PINNACLE FINL PARTNERS INC$27.2M0.79%285,567CommonSOLE
10949T109BRSPBRIGHTSPIRE CAPITAL INC$27.2M0.79%4,851,905CommonSOLE
69121K104OBDCBLUE OWL CAPITAL CORPORATION$27.0M0.79%2,173,119CommonSOLE
46590V100JBGSJBG SMITH PPTYS$26.9M0.78%1,583,405CommonSOLE
829933100SIRISIRIUSXM HOLDINGS INC$26.9M0.78%1,346,183CommonSOLE
756109104OREALTY INCOME CORP$26.0M0.76%461,195CommonSOLE
806407102HSICHENRY SCHEIN INC$25.7M0.75%340,000CommonSOLE
228368106CCKCROWN HLDGS INC$25.4M0.74%246,323CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$24.9M0.73%33CommonSOLE
G0457F107ARCOARCOS DORADOS HOLDINGS INC$24.8M0.72%3,378,055CommonSOLE
G42706104HGHAMILTON INSURANCE GROUP LTD$24.4M0.71%874,971CommonSOLE
478160104JNJJOHNSON & JOHNSON$24.4M0.71%117,798CommonSOLE
59156R108METMETLIFE INC$23.9M0.69%302,281CommonSOLE
866674104SUISUN CMNTYS INC$23.6M0.69%190,733CommonSOLE
92936U109WPCWP CAREY INC$23.4M0.68%363,183CommonSOLE
34986A104FWRDFORWARD AIR CORP$23.2M0.68%928,807CommonSOLE
15135B101CNCCENTENE CORP$23.1M0.67%560,998CommonSOLE
512816109LAMRLAMAR ADVERTISING CO$22.1M0.64%174,319CommonSOLE
G4095J109GLREGREENLIGHT CAPITAL RE LTD$21.9M0.64%1,502,235CommonSOLE
700666100PKOHPARK-OHIO HLDGS CORP$21.6M0.63%1,032,794CommonSOLE
219798105QDELQUIDELORTHO CORP$21.3M0.62%745,552CommonSOLE
L02235106AMBPARDAGH METAL PACKAGING S A$20.8M0.61%5,082,519CommonSOLE
00751Y106AAPADVANCE AUTO PARTS INC$20.1M0.59%512,024CommonSOLE
879433829TDSTELEPHONE & DATA SYS INC$19.8M0.58%483,079CommonSOLE
76029L100RPAYREPAY HLDGS CORP$19.8M0.58%5,412,492CommonSOLE
G6964L206PSFEPAYSAFE LIMITED$19.3M0.56%2,384,594CommonSOLE
02005N100ALLYALLY FINL INC$19.2M0.56%423,901CommonSOLE
85208T107CXMSPRINKLR INC$18.8M0.55%2,412,330CommonSOLE
Y41053102INSWINTERNATIONAL SEAWAYS INC$18.5M0.54%380,379CommonSOLE
781846308RUSHBRUSH ENTERPRISES INC$18.4M0.54%327,672CommonSOLE
G65431127NENOBLE CORP PLC$18.3M0.53%646,448CommonSOLE
709789101PEBOPEOPLES BANCORP INC$18.1M0.53%604,296CommonSOLE
02079K305GOOGLALPHABET INC$18.1M0.53%57,806CommonSOLE
82620P102BSRRSIERRA BANCORP$17.8M0.52%546,139CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$17.3M0.50%371,472CommonSOLE
05329W102ANAUTONATION INC$16.5M0.48%79,873CommonSOLE
10258P102LUCKLUCKY STRIKE ENTERTAINMENT C$16.2M0.47%1,911,134CommonSOLE
781846209RUSHARUSH ENTERPRISES INC$16.0M0.47%296,648CommonSOLE
928881101VNTVONTIER CORPORATION$14.5M0.42%390,553CommonSOLE
037833100AAPLAPPLE INC$13.5M0.39%49,764CommonSOLE
397624107GEFGREIF INC$13.4M0.39%198,634CommonSOLE
29430C102VSTSVESTIS CORPORATION$13.2M0.38%1,973,146CommonSOLE
071734107BHCBAUSCH HEALTH COS INC$13.2M0.38%1,892,895CommonSOLE
Y0207T100ASCARDMORE SHIPPING CORP$13.1M0.38%1,233,288CommonSOLE
68554V108OSURORASURE TECHNOLOGIES INC$13.1M0.38%5,396,219CommonSOLE
Y7542C130STNGSCORPIO TANKERS INC$12.7M0.37%250,373CommonSOLE
88033G407THCTENET HEALTHCARE CORP$12.3M0.36%62,087CommonSOLE
320517105FHNFIRST HORIZON CORPORATION$12.3M0.36%514,704CommonSOLE
68629Y103ONLORION PROPERTIES INC$12.1M0.35%5,360,775CommonSOLE
203937107CWBCCOMMUNITY WEST BANCSHARES NE$12.1M0.35%537,638CommonSOLE
45782N108INSEINSPIRED ENTMT INC$12.1M0.35%1,290,512CommonSOLE
680033107ONBOLD NATL BANCORP IND$12.0M0.35%536,845CommonSOLE
25862V105DVDOUBLEVERIFY HLDGS INC$11.4M0.33%998,293CommonSOLE
654484609NBNIOCORP DEVS LTD$11.4M0.33%2,145,364CommonSOLE
488152208KELYAKELLY SVCS INC$11.2M0.33%1,268,649CommonSOLE
G61188101LBTYALIBERTY GLOBAL LTD$11.1M0.32%996,193CommonSOLE
163851108CCCHEMOURS CO$10.9M0.32%920,376CommonSOLE
75574U101RCREADY CAPITAL CORP$10.5M0.31%4,806,088CommonSOLE
71363P106PRDOPERDOCEO ED CORP$10.4M0.30%354,556CommonSOLE
78468R663BILSPDR SERIES TRUST$10.0M0.29%109,693CommonSOLE
84472E102SSBSOUTHSTATE BK CORP$9.7M0.28%102,660CommonSOLE
35471R106FSPFRANKLIN STR PPTYS CORP$9.6M0.28%10,119,828CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$9.4M0.27%117,463CommonSOLE
101044105BOCBOSTON OMAHA CORP$8.8M0.26%712,608CommonSOLE
718172109PMPHILIP MORRIS INTL INC$8.6M0.25%53,625CommonSOLE
74348T102PSECPROSPECT CAP CORP$8.4M0.24%3,224,849CommonSOLE
594918104MSFTMICROSOFT CORP$8.3M0.24%17,135CommonSOLE
00810F106ASLEAERSALE CORPORATION$8.2M0.24%1,158,294CommonSOLE
053332102AZOAUTOZONE INC$8.1M0.24%2,390CommonSOLE
437076102HDHOME DEPOT INC$7.9M0.23%22,926CommonSOLE
00287Y109ABBVABBVIE INC$7.5M0.22%32,949CommonSOLE
10948C107BVBRIGHTVIEW HLDGS INC$7.5M0.22%589,437CommonSOLE
67066G104NVDANVIDIA CORPORATION$7.3M0.21%39,310CommonSOLE
56585A102MPCMARATHON PETE CORP$7.3M0.21%45,000CommonSOLE
31428X106FDXFEDEX CORP$7.3M0.21%25,216CommonSOLE
369550108GDGENERAL DYNAMICS CORP$6.9M0.20%20,384CommonSOLE
03073E105CORCENCORA INC$6.8M0.20%20,041CommonSOLE
29273V100ETENERGY TRANSFER L P$6.6M0.19%401,653CommonSOLE
64129H104NMLNEUBERGER ENGY INFRSTR & INC$6.4M0.19%750,577CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$6.3M0.18%163,005CommonSOLE
G61188127LBTYKLIBERTY GLOBAL LTD$5.7M0.17%513,804CommonSOLE
891092108TTCTORO CO$5.5M0.16%70,000CommonSOLE
68280L101ONEWONEWATER MARINE INC$5.5M0.16%505,957CommonSOLE
034164103ANDEANDERSONS INC$5.2M0.15%97,286CommonSOLE
747525103QCOMQUALCOMM INC$5.0M0.14%28,963CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$4.9M0.14%152,098CommonSOLE
580135101MCDMCDONALDS CORP$4.8M0.14%15,831CommonSOLE
166764100CVXCHEVRON CORP$4.7M0.14%31,140CommonSOLE
001055102AFLAFLAC INC$4.6M0.13%41,932CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$4.5M0.13%17,389CommonSOLE
567908108HZOMARINEMAX INC$4.5M0.13%185,087CommonSOLE
68218J103OABIOMNIAB INC$4.5M0.13%2,420,478CommonSOLE
359678109FLLFULL HSE RESORTS INC$4.5M0.13%1,713,625CommonSOLE
060505104BACBANK AMERICA CORP$4.4M0.13%80,791CommonSOLE
36249W104GGZGABELLI GLOBAL SMALL & MID C$3.9M0.11%260,254CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$3.9M0.11%42,578CommonSOLE
390607109GLDDGREAT LAKES DREDGE & DOCK CO$3.7M0.11%282,493CommonSOLE
172967424CCITIGROUP INC$3.5M0.10%30,155CommonSOLE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$3.4M0.10%64,909CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$3.3M0.10%60,000CommonSOLE
191216100KOCOCA COLA CO$3.3M0.10%46,692CommonSOLE
02209S103MOALTRIA GROUP INC$3.2M0.09%54,879CommonSOLE
09260D107BXBLACKSTONE INC$3.1M0.09%20,391CommonSOLE
023135106AMZNAMAZON COM INC$3.1M0.09%13,277CommonSOLE
370334104GISGENERAL MLS INC$2.8M0.08%60,384CommonSOLE
00206R102TAT&T INC$2.7M0.08%109,449CommonSOLE
17275R102CSCOCISCO SYS INC$2.7M0.08%35,117CommonSOLE
55336V100MPLXMPLX LP$2.7M0.08%50,000CommonSOLE
002824100ABTABBOTT LABS$2.7M0.08%21,191CommonSOLE
464287457SHYISHARES TR$2.6M0.08%31,885CommonSOLE
682680103OKEONEOK INC$2.5M0.07%33,382CommonSOLE
58933Y105MRKMERCK & CO INC$2.4M0.07%22,916CommonSOLE
126650100CVSCVS HEALTH CORP$2.4M0.07%30,041CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$2.4M0.07%40,565CommonSOLE
02079K107GOOGALPHABET INC$2.4M0.07%7,526CommonSOLE
98421M106XRXXEROX HOLDINGS CORP$2.3M0.07%973,845CommonSOLE
78081T104RGTROYCE GLOBAL TRUST INC$2.2M0.06%170,171CommonSOLE
46436E718SGOVISHARES TR$2.2M0.06%21,809CommonSOLE
501044101KRKROGER CO$2.2M0.06%34,481CommonSOLE
902973304USBUS BANCORP DEL$2.1M0.06%40,172CommonSOLE
911163103UNFIUNITED NAT FOODS INC$2.1M0.06%63,201CommonSOLE
39818P799PKSTPEAKSTONE REALTY TRUST$2.1M0.06%147,700CommonSOLE
718546104PSXPHILLIPS 66$2.0M0.06%15,809CommonSOLE
717081103PFEPFIZER INC$2.0M0.06%81,099CommonSOLE
20825C104COPCONOCOPHILLIPS$1.9M0.06%20,757CommonSOLE
55303JAB2MGPI 1.875 11/15/41MGP INGREDIENTS INC$1.9M0.06%1,993,000CommonSOLE
87612G101TRGPTARGA RES CORP$1.8M0.05%10,000CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.8M0.05%15,091CommonSOLE
464287499IWRISHARES TR$1.8M0.05%18,805CommonSOLE
922908637VVVANGUARD INDEX FDS$1.7M0.05%5,421CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$1.7M0.05%3,507CommonSOLE
22160K105COSTCOSTCO WHSL CORP$1.7M0.05%1,932CommonSOLE
55303J106MGPIMGP INGREDIENTS INC$1.6M0.05%66,904CommonSOLE
22407B108COYACOYA THERAPEUTICS INC$1.6M0.05%280,267CommonSOLE
68389X105ORCLORACLE CORP$1.6M0.05%8,294CommonSOLE
G9618E107WTMWHITE MTNS INS GROUP LTD$1.5M0.04%726CommonSOLE
464287150ITOTISHARES TR$1.5M0.04%10,000CommonSOLE
92826C839VVISA INC$1.4M0.04%3,901CommonSOLE
30303M102METAMETA PLATFORMS INC$1.3M0.04%2,029CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$1.3M0.04%1,945CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$1.3M0.04%6,024CommonSOLE
609207105MDLZMONDELEZ INTL INC$1.2M0.04%22,724CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.1M0.03%20,552CommonSOLE
464287473IWSISHARES TR$1.0M0.03%7,402CommonSOLE
949746101WMT2WELLS FARGO CO$1.0M0.03%11,150CommonSOLE
958102105WDCWESTERN DIGITAL CORP$1.0M0.03%6,014CommonSOLE
88160R101TSLATESLA INC$993,8810.03%2,210CommonSOLE
369604301GEGE AEROSPACE$970,3310.03%3,150CommonSOLE
26884L109EQTEQT CORP$939,3650.03%17,525CommonSOLE
25434V401DFUSDIMENSIONAL ETF TRUST$908,0630.03%12,243CommonSOLE
464287655IWMISHARES TR$866,2370.03%3,519CommonSOLE
097023105BABOEING CO$865,6800.03%3,987CommonSOLE
78463V107GLDSPDR GOLD TR$850,4810.02%2,146CommonSOLE
11135F101AVGOBROADCOM INC$833,4090.02%2,408CommonSOLE
014491104ALEXALEXANDER & BALDWIN INC$770,8210.02%37,346CommonSOLE
254687106DISDISNEY WALT CO$765,4420.02%6,728CommonSOLE
922908744VTVVANGUARD INDEX FDS$758,9940.02%3,974CommonSOLE
260557103DOWDOW INC$701,4000.02%30,000CommonSOLE
464287606IJKISHARES TR$694,1450.02%7,165CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$681,5770.02%1,454CommonSOLE
46090E103QQQINVESCO QQQ$677,7920.02%1,103CommonSOLE
32026V104FFWMFIRST FNDTN INC$676,6450.02%109,845CommonSOLE
97717Y527USFRWISDOMTREE TR$640,8250.02%12,735CommonSOLE
922908652VXFVANGUARD INDEX FDS$640,3250.02%3,062CommonSOLE
532457108LLYELI LILLY & CO$630,8370.02%587CommonNONE
464287200IVVISHARES TR$628,0900.02%917CommonSOLE
108763103BRIDBRIDGFORD FOODS CORP$616,5120.02%79,040CommonSOLE
701094104PHPARKER-HANNIFIN CORP$602,0880.02%685CommonSOLE
244199105DEDEERE & CO$588,9460.02%1,265CommonSOLE
88579Y101MMM3M CO$571,2370.02%3,568CommonSOLE
742718109PGPROCTER AND GAMBLE CO$532,8800.02%3,718CommonSOLE
15101Q207CLSCELESTICA INC$532,0980.02%1,800CommonSOLE
92203J407BNDXVANGUARD CHARLOTTE FDS$525,1420.02%10,868CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$521,4750.02%1,760CommonSOLE
36828A101GEVGE VERNOVA INC$511,0920.01%782CommonSOLE
595112103MUMICRON TECHNOLOGY INC$500,0550.01%1,752CommonSOLE
46138J460BSCUINVESCO EXCH TRD SLF IDX FD$499,1400.01%29,500CommonSOLE
922908629VOVANGUARD INDEX FDS$491,0520.01%1,692CommonSOLE
031162100AMGNAMGEN INC$475,9090.01%1,454CommonSOLE
80004C200SNDKSANDISK CORP$475,4720.01%2,003CommonSOLE
099724106BWABORGWARNER INC$450,6000.01%10,000CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$447,5410.01%13,720CommonSOLE
78464A763SDYSPDR SERIES TRUST$445,7290.01%3,203CommonSOLE
654106103NKENIKE INC$441,5740.01%6,931CommonSOLE
49446R109KIMKIMCO RLTY CORP$434,9540.01%21,458CommonSOLE
464287614IWFISHARES TR$432,5960.01%914CommonSOLE
464287804IJRISHARES TR$426,8790.01%3,552CommonSOLE
46434G103IEMGISHARES INC$424,6290.01%6,317CommonSOLE
921937819BIVVANGUARD BD INDEX FDS$424,3680.01%5,449CommonSOLE
438516106HONHONEYWELL INTL INC$421,0040.01%2,158CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$409,6140.01%466CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$406,1000.01%2,000CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$397,0010.01%7,996CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$396,9520.01%2,559CommonSOLE
149123101CATCATERPILLAR INC$391,7490.01%684CommonSOLE
65339F101NEENEXTERA ENERGY INC$389,3580.01%4,850CommonSOLE
855244109SBUXSTARBUCKS CORP$378,6920.01%4,497CommonSOLE
882508104TXNTEXAS INSTRS INC$373,6970.01%2,154CommonSOLE
907818108UNPUNION PAC CORP$360,5470.01%1,559CommonSOLE
532275104LWLGLIGHTWAVE LOGIC INC$359,9020.01%111,081CommonSOLE
922908769VTIVANGUARD INDEX FDS$356,2710.01%1,063CommonSOLE
540424108LLOEWS CORP$352,9990.01%3,352CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$348,6100.01%2,252CommonSOLE
921937827BSVVANGUARD BD INDEX FDS$348,3400.01%4,420CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$346,6610.01%891CommonSOLE
92204A702VGTVANGUARD WORLD FD$345,9850.01%459CommonSOLE
64110L106NFLXNETFLIX INC$340,3490.01%3,630CommonSOLE
931142103WMTWALMART INC$333,9190.01%2,997CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$332,8590.01%2,312CommonSOLE
426281101JKHYHENRY JACK & ASSOC INC$331,5660.01%1,817CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$329,4300.01%1,141CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$312,5700.01%1,165CommonSOLE
870875101SWZTOTAL RETURN SECURITIES FUND$302,8490.01%10,545CommonSOLE
713448108PEPPEPSICO INC$294,7900.01%2,054CommonSOLE
25434V807DFIVDIMENSIONAL ETF TRUST$289,1210.01%5,794CommonSOLE
922020755VPLSVANGUARD MALVERN FDS$288,6360.01%3,695CommonSOLE
75513E101RTXRTX CORPORATION$287,0210.01%1,565CommonSOLE
548661107LOWLOWES COS INC$281,9160.01%1,169CommonSOLE
038222105AMATAPPLIED MATLS INC$278,5770.01%1,084CommonSOLE
922908363VOOVANGUARD INDEX FDS$270,3960.01%431CommonSOLE
75526L860COPYRBB FUND TRUST$266,7720.01%20,680CommonSOLE
922908751VBVANGUARD INDEX FDS$264,1410.01%1,024CommonSOLE
92206C730VONEVANGUARD SCOTTSDALE FDS$260,8300.01%844CommonSOLE
00724F101ADBEADOBE INC$255,4930.01%730CommonSOLE
464287465EFAISHARES TR$254,9600.01%2,655CommonSOLE
09290D101BLKBLACKROCK INC$248,3190.01%232CommonSOLE
25434V724DFUVDIMENSIONAL ETF TRUST$248,0920.01%5,325CommonSOLE
95040Q104WELLWELLTOWER INC$246,8610.01%1,330CommonSOLE
500754106KHCKRAFT HEINZ CO$244,9480.01%10,101CommonSOLE
527064208LESLLESLIES INC$244,5450.01%148,209CommonSOLE
25434V500DFASDIMENSIONAL ETF TRUST$240,1520.01%3,447CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$233,0400.01%3,000CommonSOLE
60784B101MDVMODIV INDUSTRIAL INC$229,0020.01%15,914CommonSOLE
56501R106MFCMANULIFE FINL CORP$226,1330.01%6,233CommonSOLE
808524607SCHASCHWAB STRATEGIC TR$225,6170.01%7,922CommonSOLE
47804J206JHMMJOHN HANCOCK EXCHANGE TRADED$222,8940.01%3,404CommonSOLE
92204A504VHTVANGUARD WORLD FD$217,9340.01%757CommonSOLE
921946810VIGIVANGUARD WHITEHALL FDS$217,8340.01%2,382CommonSOLE
78646V107SAFESAFEHOLD INC$212,8380.01%15,547CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$207,4630.01%3,321CommonSOLE
291011104EMREMERSON ELEC CO$204,3890.01%1,540CommonSOLE
464287705IJJISHARES TR$203,4380.01%1,546CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$203,4370.01%1,062CommonSOLE
79466L302CRMSALESFORCE INC$202,3910.01%764CommonSOLE
46436E858IBTGISHARES TR$201,8720.01%8,825CommonSOLE
46436E841IBTHISHARES TR$201,8030.01%8,981CommonSOLE
46436E833IBTIISHARES TR$201,5760.01%9,013CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$200,3540.01%1,396CommonSOLE
126600105CVBFCVB FINL CORP$199,5220.01%10,727CommonSOLE
46436E593IBTKISHARES TR$199,0850.01%10,032CommonSOLE
G65163100JOBYJOBY AVIATION INC$156,9350.00%11,889CommonSOLE
46131H107VVRINVESCO SR INCOME TR$93,4040.00%28,564CommonSOLE
85512G106STHOSTAR HLDGS$87,3370.00%10,612CommonSOLE
94724R108WEAVWEAVE COMMUNICATIONS INC$75,9000.00%10,000CommonSOLE
64049MAB6NEO 0.25 01/15/28NEOGENOMICS INC$58,5220.00%66,000CommonSOLE
36870H103GNLXGENELUX CORPORATION$49,4120.00%11,333CommonSOLE
19243B102CGTXCOGNITION THERAPEUTICS INC$32,4000.00%24,000CommonSOLE
14427M107PRTSCARPARTS COM INC$22,6090.00%45,217CommonSOLE
00688A205ADILUSDADIAL PHARMACEUTICALS INC$2,2000.00%10,000CommonSOLE

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.