MondegarAI
Catalyst Capital Advisors LLC

Q2 2025 · 13F-HR

Catalyst Capital Advisors LLCholdings as filed

Filed 2025-07-31 · accession 0001162044-25-000769

$4.95B
Reported value
452
Positions
2025-06-30
Period end
View analyzed profile →PRO

The Brief · Catalyst Capital Advisors LLC · Q2 2025

AI · grounded in 13F

Catalyst Capital Advisors LLC established a new position in IWB valued at $538.8M. The fund also initiated new stakes in IJH for $520.1M and IWM for $356.4M. Additional new positions include VWO at $334.8M and USMV at $334.4M. Total assets under management stand at $4.95B across 452 positions.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287622IWBISHARES TR$538.8M10.9%1,586,642CommonSHARED
464287507IJHISHARES TR$520.1M10.5%8,386,471CommonSHARED
464287655IWMISHARES TR$356.4M7.20%1,651,777CommonSHARED
922042858VWOVANGUARD INTL EQUITY INDEX F$334.8M6.76%6,769,065CommonSHARED
46429B697USMVISHARES TR$334.4M6.75%3,562,314CommonSHARED
78462F103SPYSPDR S&P 500 ETF TR$312.0M6.30%505,055CommonSHARED
464287804IJRISHARES TR$260.1M5.25%2,380,295CommonSHARED
922908363VOOVANGUARD INDEX FDS$139.9M2.82%246,237CommonSHARED
46429B598INDAISHARES TR$126.7M2.56%2,276,392CommonSHARED
922908637VVVANGUARD INDEX FDS$123.5M2.49%432,707CommonSHARED
25434V708DFACDIMENSIONAL ETF TRUST$113.1M2.28%3,156,100CommonSHARED
922908629VOVANGUARD INDEX FDS$113.1M2.28%404,194CommonSHARED
922908553VNQVANGUARD INDEX FDS$104.6M2.11%1,174,363CommonSHARED
922908751VBVANGUARD INDEX FDS$80.9M1.63%341,352CommonSHARED
464287499IWRISHARES TR$67.4M1.36%732,758CommonSHARED
46434V456IQLTISHARES TR$65.2M1.32%1,509,275CommonSHARED
46434G772EWTISHARES INC$61.9M1.25%1,079,103CommonSHARED
46435G334EWUISHARES TR$61.7M1.25%1,552,803CommonSHARED
46434G822EWJISHARES INC$60.2M1.22%803,643CommonSHARED
25434V799DFICDIMENSIONAL ETF TRUST$51.0M1.03%1,639,165CommonSHARED
25434V302DFAEDIMENSIONAL ETF TRUST$49.1M0.99%1,697,608CommonSHARED
16411R208LNGCHENIERE ENERGY INC$45.4M0.92%186,397CommonSHARED
65342K105NEXTNEXTDECADE CORP$41.9M0.85%4,704,427CommonSHARED
46432F339QUALISHARES TR$41.8M0.84%228,911CommonSHARED
29273V100ETENERGY TRANSFER L P$39.1M0.79%2,156,405CommonSHARED
25434V831DUHPDIMENSIONAL ETF TRUST$37.6M0.76%1,058,220CommonSHARED
87612G101TRGPTARGA RES CORP$36.9M0.74%211,971CommonSHARED
92333F101VGVENTURE GLOBAL INC$27.0M0.54%1,731,290CommonSHARED
464286749EWLISHARES INC$25.8M0.52%471,240CommonSHARED
49456B101KMIKINDER MORGAN INC DEL$23.3M0.47%792,905CommonSHARED
464286400EWZISHARES INC$21.7M0.44%750,671CommonSHARED
464286509EWCISHARES INC$20.7M0.42%447,909CommonSHARED
97717W422EPIWISDOMTREE TR$20.6M0.42%433,341CommonSHARED
464286822EWWISHARES INC$20.5M0.41%338,993CommonSHARED
464286103EWAISHARES INC$20.4M0.41%776,099CommonSHARED
969457100WMBWILLIAMS COS INC$20.1M0.41%319,854CommonSHARED
682680103OKEONEOK INC NEW$19.4M0.39%238,227CommonSHARED
02215L209KNTKKINETIK HOLDINGS INC$19.0M0.38%430,740CommonSHARED
46138G508BKLNINVESCO EXCH TRADED FD TR II$18.9M0.38%901,688CommonSHARED
55336V100MPLXMPLX LP$18.8M0.38%364,486CommonSHARED
23345M107DTMDT MIDSTREAM INC$18.7M0.38%169,810CommonSHARED
958669103WESWESTERN MIDSTREAM PARTNERS L$18.3M0.37%472,420CommonSHARED
72651A207PAGPPLAINS GP HLDGS L P$18.2M0.37%938,873CommonSHARED
87807B107TRPTC ENERGY CORP$18.1M0.37%370,703CommonSHARED
29250N105ENBENBRIDGE INC$18.0M0.36%397,238CommonSHARED
293792107EPDENTERPRISE PRODS PARTNERS L$17.5M0.35%564,894CommonSHARED
706327103PBAPEMBINA PIPELINE CORP$16.7M0.34%445,057CommonSHARED
78467V608SRLNSSGA ACTIVE ETF TR$15.6M0.31%374,591CommonSHARED
464287226AGGISHARES TR$12.9M0.26%130,085CommonSHARED
464286871EWHISHARES INC$12.8M0.26%646,987CommonSHARED
46434G780EWSISHARES INC$11.9M0.24%458,054CommonSHARED
464286764EWPISHARES INC$10.4M0.21%236,223CommonSHARED
464286707EWQISHARES INC$8.6M0.17%201,263CommonSHARED
428103105HESMHESS MIDSTREAM LP$8.1M0.16%209,931CommonSHARED
922042874VGKVANGUARD INTL EQUITY INDEX F$7.9M0.16%102,070CommonSHARED
90187BAB7TWO 6.25 01/15/26TWO HARBORS INVENTMENT CORPO$7.1M0.14%7,225,000CommonSOLE
464286780EZAISHARES INC$6.9M0.14%127,657CommonSHARED
30303M102METAMETA PLATFORMS INC$6.8M0.14%9,275CommonSOLE
023135106AMZNAMAZON COM INC$6.7M0.14%30,679CommonSHARED
594918104MSFTMICROSOFT CORP$6.7M0.14%13,496CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$6.5M0.13%28,700CommonSHARED
92206C409VCSHVANGUARD SCOTTSDALE FDS$6.5M0.13%81,223CommonSHARED
69344A107PULSPGIM ETF TR$5.9M0.12%119,165CommonSHARED
83671M105SOBOSOUTH BOW CORP$5.8M0.12%224,579CommonSHARED
66987V109NVSNOVARTIS AG$5.8M0.12%47,592CommonSHARED
032095101APHAMPHENOL CORP NEW$5.7M0.12%57,968CommonSHARED
464288646IGSBISHARES TR$5.6M0.11%106,764CommonSHARED
46090E103QQQINVESCO QQQ TR$5.6M0.11%10,180CommonSHARED
Y2573F102FLEXFLEX LTD$5.4M0.11%107,665CommonSHARED
025816109AXPAMERICAN EXPRESS CO$5.1M0.10%15,837CommonSHARED
03769M106APOAPOLLO GLOBAL MGMT INC$5.0M0.10%35,418CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$4.8M0.10%4,863CommonSHARED
46434G814EWMISHARES INC$4.8M0.10%195,858CommonSHARED
770700102HOODROBINHOOD MKTS INC$4.6M0.09%49,000CommonSOLE
893641100TDGTRANSDIGM GROUP INC$4.5M0.09%2,986CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$4.5M0.09%8,822CommonSHARED
98149E303GLDMWORLD GOLD TR$4.4M0.09%66,500CommonSHARED
644393100NFENEW FORTRESS ENERGY INC$4.2M0.08%1,258,485CommonSHARED
81141R100SESEA LTD$4.1M0.08%25,580CommonSHARED
115236101BROBROWN & BROWN INC$4.0M0.08%35,893CommonSOLE
17275R102CSCOCISCO SYS INC$4.0M0.08%57,120CommonSHARED
464286624THDISHARES INC$3.8M0.08%75,645CommonSHARED
14149Y108CAHCARDINAL HEALTH INC$3.7M0.07%22,078CommonSHARED
237194105DRIDARDEN RESTAURANTS INC$3.7M0.07%16,958CommonSHARED
315616102FFIVF5 INC$3.7M0.07%12,425CommonSHARED
751212101RLRALPH LAUREN CORP$3.6M0.07%13,030CommonSHARED
404280406HSBCHSBC HLDGS PLC$3.5M0.07%57,805CommonSHARED
80105N105SNYSANOFI$3.3M0.07%67,278CommonSHARED
26603R106DUOLDUOLINGO INC$3.2M0.07%7,875CommonSHARED
70932AAF0PMT 5.5 03/15/26PENNYMAC CORP$3.2M0.06%3,203,000CommonSOLE
912008109USFDUS FOODS HLDG CORP$3.0M0.06%39,175CommonSHARED
464286715TURISHARES INC$3.0M0.06%92,566CommonSHARED
219350105GLWCORNING INC$2.9M0.06%54,875CommonSHARED
29084Q100EMEEMCOR GROUP INC$2.8M0.06%5,325CommonSHARED
647551AE0NMFC 7.5 10/15/25NEW MTN FIN CORP$2.8M0.06%2,825,000CommonSOLE
874060205TAKTAKEDA PHARMACEUTICAL CO LTD$2.8M0.06%181,000CommonSHARED
74834L100DGXQUEST DIAGNOSTICS INC$2.7M0.06%15,225CommonSHARED
88162G103TTEKTETRA TECH INC NEW$2.7M0.05%75,660CommonSHARED
636180101NFGNATIONAL FUEL GAS CO$2.7M0.05%32,045CommonSHARED
038923BA5ABR 7.5 08/01/25ARBOR REALTY TRUST INC$2.7M0.05%2,710,000CommonSOLE
92343E102VRSNVERISIGN INC$2.7M0.05%9,225CommonSHARED
50212V100LPLALPL FINL HLDGS INC$2.6M0.05%7,010CommonSOLE
G5960L103MDTMEDTRONIC PLC$2.6M0.05%29,325CommonSHARED
166764100CVXCHEVRON CORP NEW$2.5M0.05%17,347CommonSHARED
78462F903SPYSPDR S&P 500 ETF TR$2.4M0.05%321CALLSHARED
931142103WMTWALMART INC$2.3M0.05%24,000CommonSHARED
67066G104NVDANVIDIA CORPORATION$2.3M0.05%14,537CommonSHARED
620076307MSIMOTOROLA SOLUTIONS INC$2.3M0.05%5,453CommonSHARED
75734B100RDDTREDDIT INC$2.2M0.05%14,900CommonSHARED
037833100AAPLAPPLE INC$2.2M0.05%10,882CommonSHARED
61945C103MOSMOSAIC CO NEW$2.2M0.04%59,790CommonSHARED
69608A108PLTRPALANTIR TECHNOLOGIES INC$2.2M0.04%15,859CommonSHARED
478160104JNJJOHNSON & JOHNSON$2.1M0.04%13,860CommonSHARED
859241101STRLSTERLING INFRASTRUCTURE INC$2.1M0.04%9,050CommonSHARED
929740108WABWABTEC$2.1M0.04%9,953CommonSHARED
438516106HONHONEYWELL INTL INC$2.1M0.04%8,860CommonSHARED
H11356104BGBUNGE GLOBAL SA$2.0M0.04%25,220CommonSHARED
92276F100VTRVENTAS INC$1.9M0.04%30,063CommonSHARED
30212P303EXPEEXPEDIA GROUP INC$1.9M0.04%11,075CommonSHARED
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$1.9M0.04%22,432CommonSHARED
86333M108LRNSTRIDE INC$1.9M0.04%12,760CommonSOLE
92826C839VVISA INC$1.8M0.04%5,187CommonSOLE
02079K107GOOGALPHABET INC$1.8M0.04%10,085CommonSHARED
904767704UNILEVER PLC$1.8M0.04%28,900CommonSHARED
038222105AMATAPPLIED MATLS INC$1.6M0.03%8,807CommonSHARED
595112103MUMICRON TECHNOLOGY INC$1.6M0.03%12,762CommonSHARED
02079K305GOOGLALPHABET INC$1.5M0.03%8,724CommonSOLE
552690109MDUMDU RES GROUP INC$1.5M0.03%89,410CommonSHARED
78468R606SPHYSPDR SERIES TRUST$1.5M0.03%62,000CommonSHARED
300426103ECGEVERUS CONSTR GROUP$1.4M0.03%22,692CommonSHARED
35671D857FCXFREEPORT-MCMORAN INC$1.4M0.03%32,813CommonSHARED
G0403H108AONAON PLC$1.4M0.03%3,953CommonSHARED
437076102HDHOME DEPOT INC$1.4M0.03%3,787CommonSHARED
140501AE7CSWC 5.125 11/15/29CAPITAL SOUTHWEST CORP$1.4M0.03%1,387,000CommonSHARED
G0457F107ARCOARCOS DORADOS HOLDINGS INC$1.3M0.03%170,090CommonSHARED
218352102CORTCORCEPT THERAPEUTICS INC$1.3M0.03%18,100CommonSOLE
741511109PSMTPRICESMART INC$1.3M0.03%12,339CommonSHARED
92537N108VRTVERTIV HOLDINGS CO$1.3M0.03%9,850CommonSHARED
97717PAF1WTWISDOMTREE INC$1.2M0.02%935,000CommonSHARED
053332102AZOAUTOZONE INC$1.2M0.02%328CommonSOLE
571903202MARMARRIOTT INTL INC NEW$1.2M0.02%4,337CommonSHARED
11133T103BRBROADRIDGE FINL SOLUTIONS IN$1.1M0.02%4,715CommonSHARED
94106L109WMWASTE MGMT INC DEL$1.1M0.02%4,878CommonSHARED
624756102MLIMUELLER INDS INC$1.1M0.02%13,966CommonSHARED
925652109VICIVICI PPTYS INC$1.1M0.02%32,648CommonSHARED
11135F101AVGOBROADCOM INC$1.0M0.02%3,725CommonSHARED
G29183103ETNEATON CORP PLC$1.0M0.02%2,872CommonSHARED
40412C101HCAHCA HEALTHCARE INC$1.0M0.02%2,674CommonSHARED
70959W103PAGPENSKE AUTOMOTIVE GRP INC$1.0M0.02%5,913CommonSHARED
896442308TRINTRINITY CAP INC$989,6420.02%70,337CommonSHARED
399473206GRPNGROUPON INC$976,7400.02%29,200CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$968,8230.02%3,144CommonSHARED
384802104GWWGRAINGER W W INC$963,2620.02%926CommonSHARED
57636Q104MAMASTERCARD INCORPORATED$940,1260.02%1,673CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$899,4180.02%11,048CommonSHARED
482480100KLACKLA CORP$893,9480.02%998CommonSHARED
12572Q105CMECME GROUP INC$864,0690.02%3,135CommonSHARED
M7518J104ODDODDITY TECH LTD$858,8490.02%11,380CommonSOLE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$810,8310.02%17,456CommonSHARED
34964C106FBINFORTUNE BRANDS INNOVATIONS I$746,4600.02%14,500CommonSHARED
30231G102XOMEXXON MOBIL CORP$733,0400.01%6,800CommonSHARED
56035L104MAINMAIN STR CAP CORP$716,7650.01%12,128CommonSHARED
060505104BACBANK AMERICA CORP$707,9550.01%14,961CommonSHARED
92343V104VZVERIZON COMMUNICATIONS INC$668,1750.01%15,442CommonSHARED
83001C108FUNSIX FLAGS ENTERTAINMENT CORP$655,7360.01%21,549CommonSHARED
227046109CROXCROCS INC$655,5850.01%6,473CommonSHARED
34959E109FTNTFORTINET INC$634,2140.01%5,999CommonSOLE
443201108HWMHOWMET AEROSPACE INC$633,0280.01%3,401CommonSHARED
872590104TMUST-MOBILE US INC$600,6530.01%2,521CommonSHARED
14316J108CGCARLYLE GROUP INC$565,4000.01%11,000CommonSHARED
88160R101TSLATESLA INC$564,8000.01%1,778CommonSHARED
09581B103OWLBLUE OWL CAPITAL INC$527,4870.01%27,459CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$525,6070.01%1,813CommonSHARED
58155Q103MCKMCKESSON CORP$523,2050.01%714CommonSHARED
17888H103CIVICIVITAS RESOURCES INC$503,5610.01%18,298CommonSHARED
040413205ANETARISTA NETWORKS INC$496,9200.01%4,857CommonSOLE
882508104TXNTEXAS INSTRS INC$489,9830.01%2,360CommonSHARED
461202103INTUINTUIT$489,1180.01%621CommonSHARED
78409V104SPGIS&P GLOBAL INC$478,2520.01%907CommonSHARED
09290D101BLKBLACKROCK INC$475,3100.01%453CommonSHARED
861896108SNEXSTONEX GROUP INC$471,5580.01%5,174CommonSOLE
747525103QCOMQUALCOMM INC$468,5430.01%2,942CommonSHARED
708062104PNNTPENNANTPARK INVT CORP$466,5560.01%68,210CommonSHARED
81762P102NOWSERVICENOW INC$465,7200.01%453CommonSHARED
871607107SNPSSYNOPSYS INC$459,3610.01%896CommonSOLE
78468R663BILSPDR SERIES TRUST$458,6500.01%5,000CommonSHARED
199908104FIXCOMFORT SYS USA INC$455,7790.01%850CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$453,6710.01%1,115CommonSOLE
140501107CSWCCAPITAL SOUTHWEST CORP$440,8000.01%20,000CommonSHARED
58506Q109MEDPMEDPACE HLDGS INC$433,1270.01%1,380CommonSOLE
89377M109TMDXTRANSMEDICS GROUP INC$422,1320.01%3,150CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$409,5870.01%4,390CommonSOLE
254687106DISDISNEY WALT CO$393,4840.01%3,173CommonSHARED
754730109RJFRAYMOND JAMES FINL INC$392,6270.01%2,560CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$364,6280.01%671CommonSHARED
55354G100MSCIMSCI INC$363,3460.01%630CommonSOLE
49714P108KNSLKINSALE CAP GROUP INC$358,0860.01%740CommonSOLE
626755102MUSAMURPHY USA INC$355,9500.01%875CommonSOLE
149123101CATCATERPILLAR INC$352,1060.01%907CommonSHARED
64110L106NFLXNETFLIX INC$350,8520.01%262CommonSHARED
86887Q109SSSSSURO CAPITAL CORP$348,6460.01%42,466CommonSHARED
65339F101NEENEXTERA ENERGY INC$346,1980.01%4,987CommonSHARED
M0854Q105ALLTALLOT LTD$336,8700.01%39,400CommonSOLE
946760105CLMBCLIMB GLOBAL SOLUTIONS INC$336,7670.01%3,150CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$334,1010.01%1,689CommonSHARED
75513E101RTXRTX CORPORATION$331,0270.01%2,267CommonSHARED
007903107AMDADVANCED MICRO DEVICES INC$330,7690.01%2,331CommonSHARED
651639106NEMNEWMONT CORP$321,0130.01%5,510CommonSOLE
191216100KOCOCA COLA CO$320,7810.01%4,534CommonSHARED
38141G104GSGOLDMAN SACHS GROUP INC$320,6110.01%453CommonSHARED
20825C104COPCONOCOPHILLIPS$319,0260.01%3,555CommonSHARED
907818108UNPUNION PAC CORP$312,9090.01%1,360CommonSHARED
G4809J106IGICINTL GNRL INSURANCE HLDNGS L$308,6570.01%12,850CommonSOLE
74348T102PSECPROSPECT CAP CORP$302,5450.01%95,140CommonSHARED
67103H107ORLYOREILLY AUTOMOTIVE INC$298,0600.01%3,307CommonSOLE
78462F953SPYSPDR S&P 500 ETF TR$296,5550.01%321PUTSHARED
756109104OREALTY INCOME CORP$288,0500.01%5,000CommonSHARED
032654105ADIANALOG DEVICES INC$287,2900.01%1,207CommonSHARED
20451Q104CODICOMPASS DIVERSIFIED$284,4340.01%45,292CommonSHARED
00724F101ADBEADOBE INC$278,5540.01%720CommonSHARED
64828T201RITMRITHM CAPITAL CORP$272,1570.01%24,106CommonSHARED
697435105PANWPALO ALTO NETWORKS INC$269,7150.01%1,318CommonSHARED
609207105MDLZMONDELEZ INTL INC$267,8720.01%3,972CommonSHARED
369550108GDGENERAL DYNAMICS CORP$264,5360.01%907CommonSHARED
68373M107OPRAOPERA LTD$255,1500.01%13,500CommonSOLE
949746101WMT2WELLS FARGO CO NEW$254,2210.01%3,173CommonSHARED
512807306LRCXLAM RESEARCH CORP$251,8180.01%2,587CommonSHARED
79466L302CRMSALESFORCE INC$247,3300.00%907CommonSHARED
278865100ECLECOLAB INC$244,3820.00%907CommonSHARED
101137107BSXBOSTON SCIENTIFIC CORP$243,4980.00%2,267CommonSHARED
743315103PGRPROGRESSIVE CORP$242,0420.00%907CommonSHARED
369604301GEGE AEROSPACE$233,4530.00%907CommonSHARED
496902404KGCKINROSS GOLD CORP$232,8870.00%14,900CommonSOLE
244199105DEDEERE & CO$230,3460.00%453CommonSHARED
615369105MCOMOODYS CORP$227,2200.00%453CommonSHARED
008474108AEMAGNICO EAGLE MINES LTD$225,9670.00%1,900CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$220,7570.00%540CommonSHARED
48251W104KKRKKR & CO INC$217,5040.00%1,635CommonSOLE
217204106CPRTCOPART INC$216,5950.00%4,414CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$216,1880.00%701CommonSHARED
41068X100HASIHA SUSTAINABLE INFRA CAP INC$213,4560.00%7,947CommonSHARED
70450Y103PYPLPAYPAL HLDGS INC$213,3720.00%2,871CommonSHARED
95040Q104WELLWELLTOWER INC$209,0730.00%1,360CommonSHARED
M7S64H106MNDYMONDAY COM LTD$207,5570.00%660CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$200,4650.00%907CommonSHARED
68389X105ORCLORACLE CORP$198,2970.00%907CommonSHARED
G8994E103TTTRANE TECHNOLOGIES PLC$198,1470.00%453CommonSHARED
001055102AFLAFLAC INC$191,1990.00%1,813CommonSHARED
097023105BABOEING CO$190,0440.00%907CommonSHARED
855244109SBUXSTARBUCKS CORP$187,7500.00%2,049CommonSHARED
337738108FISVFISERV INC$187,5820.00%1,088CommonSOLE
345370860FFORD MTR CO$185,3290.00%17,081CommonSHARED
443510607HUBBHUBBELL INC$185,0100.00%453CommonSHARED
052769106ADSKAUTODESK INC$181,4080.00%586CommonSHARED
291011104EMREMERSON ELEC CO$181,3290.00%1,360CommonSHARED
20030N101CMCSACOMCAST CORP NEW$180,0210.00%5,044CommonSHARED
863667101SYKSTRYKER CORPORATION$179,2200.00%453CommonSHARED
872657101TPGTPG INC$178,3300.00%3,400CommonSHARED
285512109EAELECTRONIC ARTS INC$170,7190.00%1,069CommonSHARED
92345Y106VRSKVERISK ANALYTICS INC$167,5880.00%538CommonSHARED
194162103CLCOLGATE PALMOLIVE CO$164,8020.00%1,813CommonSHARED
26441C204DUKDUKE ENERGY CORP NEW$160,4800.00%1,360CommonSHARED
693718108PCARPACCAR INC$159,7960.00%1,681CommonSHARED
253868103DLRDIGITAL RLTY TR INC$158,1170.00%907CommonSHARED
00206R102TAT&T INC$157,4340.00%5,440CommonSHARED
03990B101ARESARES MANAGEMENT CORPORATION$156,7460.00%905CommonSOLE
126408103CSXCSX CORP$156,1020.00%4,784CommonSHARED
172908105CTASCINTAS CORP$155,7860.00%699CommonSHARED
824348106SHWSHERWIN WILLIAMS CO$155,5420.00%453CommonSHARED
172967424CCITIGROUP INC$154,3230.00%1,813CommonSHARED
169656105CMGCHIPOTLE MEXICAN GRILL INC$152,7280.00%2,720CommonSHARED
56585A102MPCMARATHON PETE CORP$150,6620.00%907CommonSHARED
773903109ROKROCKWELL AUTOMATION INC$150,4730.00%453CommonSHARED
231021106CMICUMMINS INC$148,3580.00%453CommonSHARED
49271V100KDPKEURIG DR PEPPER INC$147,9440.00%4,475CommonSHARED
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$147,7190.00%453CommonSHARED
98389B100XELXCEL ENERGY INC$147,7090.00%2,169CommonSHARED
828806109SPGSIMON PPTY GROUP INC NEW$145,8090.00%907CommonSHARED
59156R108METMETLIFE INC$145,8010.00%1,813CommonSHARED
363576109AJGGALLAGHER ARTHUR J & CO$145,0140.00%453CommonSHARED
311900104FASTFASTENAL CO$143,6400.00%3,420CommonSHARED
45784P101PODDINSULET CORP$142,3240.00%453CommonSHARED
759509102RSRELIANCE INC$142,1970.00%453CommonSHARED
V7780T103RCLROYAL CARIBBEAN GROUP$141,8520.00%453CommonSHARED
23834J201DAVEDAVE INC$140,9150.00%525CommonSOLE
399473AH0GRPN 6.25 03/15/27 *GROUPON INC$139,5890.00%100,000CommonSOLE
88579Y101MMM3M CO$138,0820.00%907CommonSHARED
816851109SRESEMPRA$137,3710.00%1,813CommonSHARED
871829107SYYSYSCO CORP$137,3170.00%1,813CommonSHARED
G54950103LINLINDE PLC$136,0620.00%290CommonSHARED
65340G205NXDTNEXPOINT DIVERSIFIED REL ET$133,8240.00%31,939CommonSHARED
459200101IBMINTERNATIONAL BUSINESS MACHS$133,5350.00%453CommonSHARED
053604104AVPTAVEPOINT INC$133,2390.00%6,900CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$132,9190.00%453CommonSHARED
580135101MCDMCDONALDS CORP$132,3530.00%453CommonSHARED
45781V101IIPRINNOVATIVE INDL PPTYS INC$131,9760.00%2,390CommonSHARED
025537101AEPAMERICAN ELEC PWR CO INC$128,4550.00%1,238CommonSHARED
297178105ESSESSEX PPTY TR INC$128,3800.00%453CommonSHARED
25746U109DDOMINION ENERGY INC$128,1310.00%2,267CommonSHARED
009158106APDAIR PRODS & CHEMS INC$127,7730.00%453CommonSHARED
902952100GROWU S GLOBAL INVS INC$127,7100.00%49,500CommonSHARED
842587107SOSOUTHERN CO$124,8890.00%1,360CommonSHARED
808513105SCHWSCHWAB CHARLES CORP$124,0860.00%1,360CommonSHARED
91913Y100VLOVALERO ENERGY CORP$121,9190.00%907CommonSHARED
89417E109TRVTRAVELERS COMPANIES INC$121,1960.00%453CommonSHARED
43300A203HLTHILTON WORLDWIDE HLDGS INC$120,6520.00%453CommonSHARED
929160109VMCVULCAN MATLS CO$118,1510.00%453CommonSHARED
294429105EFXEQUIFAX INC$117,4950.00%453CommonSHARED
98419M100XYLXYLEM INC$117,3300.00%907CommonSHARED
761152107RMDRESMED INC$116,8740.00%453CommonSHARED
00109K105AFCGADVANCED FLOWER CAP INC$116,4800.00%26,000CommonSHARED
655844108NSCNORFOLK SOUTHN CORP$115,9540.00%453CommonSHARED
09857L108BKNGBOOKING HOLDINGS INC$115,7850.00%20CommonSHARED
30040W108ESEVERSOURCE ENERGY$115,3430.00%1,813CommonSHARED
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$114,4850.00%1,360CommonSHARED
502431109LHXL3HARRIS TECHNOLOGIES INC$113,6310.00%453CommonSHARED
92936U109WPCWP CAREY INC$113,0950.00%1,813CommonSHARED
872540109TJXTJX COS INC NEW$112,0050.00%907CommonSHARED
452308109ITWILLINOIS TOOL WKS INC$112,0040.00%453CommonSHARED
760759100RSGREPUBLIC SVCS INC$111,7140.00%453CommonSHARED
37045V100GMGENERAL MTRS CO$111,5590.00%2,267CommonSHARED
713448108PEPPEPSICO INC$111,4420.00%844CommonSHARED
573874104MRVLMARVELL TECHNOLOGY INC$109,2890.00%1,412CommonSHARED
718546104PSXPHILLIPS 66$108,2050.00%907CommonSHARED
78410G104SBACSBA COMMUNICATIONS CORP NEW$106,3830.00%453CommonSHARED
28176E108EWEDWARDS LIFESCIENCES CORP$106,3660.00%1,360CommonSHARED
30161N101EXCEXELON CORP$105,6400.00%2,433CommonSHARED
934423104WBDWARNER BROS DISCOVERY INC$104,8240.00%9,147CommonSHARED
184496107CLHCLEAN HARBORS INC$104,7250.00%453CommonSHARED
31428X106FDXFEDEX CORP$102,9710.00%453CommonSHARED
278642103EBAYEBAY INC.$101,2660.00%1,360CommonSHARED
548661107LOWLOWES COS INC$100,5070.00%453CommonSHARED
571748102MRSHMARSH & MCLENNAN COS INC$99,0440.00%453CommonSHARED
704326107PAYXPAYCHEX INC$97,8940.00%673CommonSHARED
744320102PRUPRUDENTIAL FINL INC$97,4480.00%907CommonSHARED
872280102CGBDCARLYLE SECURED LENDING INC$96,9500.00%7,087CommonSHARED
758849103REGREGENCY CTRS CORP$96,8730.00%1,360CommonSHARED
892356106TSCOTRACTOR SUPPLY CO$95,6720.00%1,813CommonSHARED
92939U106WECWEC ENERGY GROUP INC$94,5090.00%907CommonSHARED
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$94,4160.00%1,210CommonSHARED
46284V101IRMIRON MTN INC DEL$93,0310.00%907CommonSHARED
05722G100BKRBAKER HUGHES COMPANY$92,9360.00%2,424CommonSHARED
053484101AVBAVALONBAY CMNTYS INC$92,1860.00%453CommonSHARED
867981102SUNSSUNRISE RLTY TR INC$91,8600.00%8,666CommonSHARED
29476L107EQREQUITY RESIDENTIAL$91,7860.00%1,360CommonSHARED
337932107FEFIRSTENERGY CORP$91,2690.00%2,267CommonSHARED
68268W103OMFONEMAIN HLDGS INC$91,2000.00%1,600CommonSHARED
020002101ALLALLSTATE CORP$91,1930.00%453CommonSHARED
031162100AMGNAMGEN INC$91,0220.00%326CommonSHARED
209115104EDCONSOLIDATED EDISON INC$91,0170.00%907CommonSHARED
256746108DLTRDOLLAR TREE INC$89,8290.00%907CommonSHARED
30225T102EXREXTRA SPACE STORAGE INC$88,4640.00%600CommonSHARED
55261F104MTBM & T BK CORP$87,8770.00%453CommonSHARED
023608102AEEAMEREN CORP$87,1080.00%907CommonSHARED
695156109PKGPACKAGING CORP AMER$85,3680.00%453CommonSHARED
375558103GILDGILEAD SCIENCES INC$84,7050.00%764CommonSHARED
693475105PNCPNC FINL SVCS GROUP INC$84,4480.00%453CommonSHARED
82509L107SHOPSHOPIFY INC$83,5130.00%724CommonSHARED
45866F104ICEINTERCONTINENTAL EXCHANGE IN$83,1120.00%453CommonSHARED
260003108DOVDOVER CORP$83,0030.00%453CommonSHARED
064058100BKBANK NEW YORK MELLON CORP$82,6370.00%907CommonSHARED
902973304USBUS BANCORP DEL$82,0380.00%1,813CommonSHARED
031100100AMEAMETEK INC$81,9750.00%453CommonSHARED
58733R102MELIMERCADOLIBRE INC$81,0230.00%31CommonSHARED
58844R108MBINMERCHANTS BANCORP IND$81,0220.00%2,450CommonSOLE
056525108BMIBADGER METER INC$79,6090.00%325CommonSOLE
26884L109EQTEQT CORP$79,3150.00%1,360CommonSHARED
69370C100PTCPTC INC$78,0700.00%453CommonSHARED
026874784AIGAMERICAN INTL GROUP INC$77,6300.00%907CommonSHARED
P31076105CPACOPA HOLDINGS SA$76,9790.00%700CommonSHARED
04010L103ARCCARES CAPITAL CORP$76,8600.00%3,500CommonSHARED
69351T106PPLPPL CORP$76,8290.00%2,267CommonSHARED
143658300CCL1EURCARNIVAL CORP$76,4860.00%2,720CommonSHARED
49446R109KIMKIMCO RLTY CORP$76,2400.00%3,627CommonSHARED
29364G103ETRENTERGY CORP NEW$75,3900.00%907CommonSHARED
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$74,2290.00%453CommonSHARED
883203101TXTTEXTRON INC$72,8230.00%907CommonSHARED
M8740S227TATTTAT TECHNOLOGIES LTD$70,2420.00%2,300CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$69,8960.00%157CommonSHARED
225655109CCAPCRESCENT CAP BDC INC$69,0900.00%4,900CommonSHARED
127097103CTRACOTERRA ENERGY INC$69,0340.00%2,720CommonSHARED
09260D107BXBLACKSTONE INC$67,7600.00%453CommonSHARED
988498101YUMYUM BRANDS INC$67,1260.00%453CommonSHARED
59522J103MAAMID-AMER APT CMNTYS INC$67,0490.00%453CommonSHARED
44951W106IESCIES HLDGS INC$65,1710.00%220CommonSOLE
12504L109CBRECBRE GROUP INC$63,4740.00%453CommonSHARED
03831W108APPAPPLOVIN CORP$63,3640.00%181CommonSHARED
030420103AWKAMERICAN WTR WKS CO INC NEW$63,0170.00%453CommonSHARED
125896100CMSCMS ENERGY CORP$62,8370.00%907CommonSHARED
25809K105DASHDOORDASH INC$61,3810.00%249CommonSHARED
21037T109CEGCONSTELLATION ENERGY CORP$60,6790.00%188CommonSHARED
233331107DTEDTE ENERGY CO$60,0040.00%453CommonSHARED
594972408MSTRMICROSTRATEGY INC$59,8260.00%148CommonSHARED
46982L108JJACOBS SOLUTIONS INC$59,5470.00%453CommonSHARED
458140100INTCINTEL CORP$59,0460.00%2,636CommonSHARED
89832Q109TFCTRUIST FINL CORP$58,4660.00%1,360CommonSHARED
494368103KMBKIMBERLY-CLARK CORP$58,4010.00%453CommonSHARED
958102105WDCWESTERN DIGITAL CORP$58,0390.00%907CommonSHARED
316773100FITBFIFTH THIRD BANCORP$55,9370.00%1,360CommonSHARED
24703L202DELLDELL TECHNOLOGIES INC$55,5380.00%453CommonSHARED
302130109EXPDEXPEDITORS INTL WASH INC$51,7550.00%453CommonSHARED
722304102PDDPDD HOLDINGS INC$50,9690.00%487CommonSHARED
64110D104NTAPNETAPP INC$48,2670.00%453CommonSHARED
857477103STTSTATE STR CORP$48,1720.00%453CommonSHARED
745867101PHMPULTE GROUP INC$47,7730.00%453CommonSHARED
N07059210ASMLASML HOLDING N V$45,6790.00%57CommonSHARED
M2197Q107CLBTCELLEBRITE DI LTD$41,6000.00%2,600CommonSOLE
631103108NDAQNASDAQ INC$40,5070.00%453CommonSHARED
74758T303QLYSQUALYS INC$40,0040.00%280CommonSOLE
668771108GENGEN DIGITAL INC$39,9840.00%1,360CommonSHARED
05464C101AXONAXON ENTERPRISE INC$39,7410.00%48CommonSHARED
61174X109MNSTMONSTER BEVERAGE CORP NEW$37,5210.00%599CommonSHARED
776696106ROPROPER TECHNOLOGIES INC$37,4110.00%66CommonSHARED
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$35,9820.00%453CommonSHARED
781154109RBRKRUBRIK INC.$35,8360.00%400CommonSOLE
009066101ABNBAIRBNB INC$34,9380.00%264CommonSHARED
896239100TRMBTRIMBLE INC$34,4190.00%453CommonSHARED
75886F107REGNREGENERON PHARMACEUTICALS$34,1250.00%65CommonSHARED
N6596X109NXPINXP SEMICONDUCTORS N V$33,4290.00%153CommonSHARED
7591EP100RFREGIONS FINANCIAL CORP NEW$31,9870.00%1,360CommonSHARED
98138H101WDAYWORKDAY INC$31,4400.00%131CommonSHARED
446150104HBANHUNTINGTON BANCSHARES INC$30,3860.00%1,813CommonSHARED
98980G102ZSZSCALER INC$29,8240.00%95CommonSHARED
79589L106IOTSAMSARA INC$27,8460.00%700CommonSOLE
45168D104IDXXIDEXX LABS INC$26,8170.00%50CommonSHARED
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$26,7960.00%289CommonSHARED
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$26,2280.00%108CommonSHARED
23804L103DDOGDATADOG INC$25,7910.00%192CommonSHARED
778296103ROSTROSS STORES INC$25,2610.00%198CommonSHARED
046353108AZNNASTRAZENECA PLC$25,1570.00%360CommonSHARED
98379L100XPELXPEL INC$25,1300.00%700CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$24,4570.00%178CommonSHARED
595017104MCHPMICROCHIP TECHNOLOGY INC.$22,5890.00%321CommonSHARED
29358P101ENSGENSIGN GROUP INC$21,5960.00%140CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$21,0990.00%130CommonSHARED
126117100CNACNA FINL CORP$21,0780.00%453CommonSHARED
252131107DXCMDEXCOM INC$21,0370.00%241CommonSHARED
049468101TEAMATLASSIAN CORPORATION$20,9180.00%103CommonSHARED
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$20,5910.00%278CommonSHARED
22160N109CSGPCOSTAR GROUP INC$20,4220.00%254CommonSHARED
174610105CFGCITIZENS FINL GROUP INC$20,2720.00%453CommonSHARED
88339J105TTDTHE TRADE DESK INC$19,7250.00%274CommonSHARED
03662Q105AKXANSYS INC$19,3170.00%55CommonSHARED
500754106KHCKRAFT HEINZ CO$18,8740.00%731CommonSHARED
550021109LULULULULEMON ATHLETICA INC$17,1060.00%72CommonSHARED
12514G108CDWCDW CORP$14,8230.00%83CommonSHARED
682189105ONON SEMICONDUCTOR CORP$13,1030.00%250CommonSHARED
G39387108GFSGLOBALFOUNDRIES INC$12,8730.00%337CommonSHARED
042068205ARMARM HOLDINGS PLC$12,4540.00%77CommonSHARED
09062X103BIIBBIOGEN INC$11,1780.00%89CommonSHARED
493267108KEYKEYCORP$7,8910.00%453CommonSHARED
023939101AMTMAMENTUM HOLDINGS INC$20.00%0CommonSOLE

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.