Now live: Pro — the full 13F research suite for serious investorsSee pricing →
BAILARD, INC.

Q2 2023 · 13F-HR

BAILARD, INC.holdings as filed

Filed 2023-07-20 · accession 0001172661-23-002552

$2.86B
Reported value
683
Positions
2023-06-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 683

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$171.0M5.98%881,381CommonSOLE
594918104MSFTMICROSOFT CORP$158.3M5.54%464,935CommonSOLE
46090E103QQQINVESCO QQQ TR$110.3M3.86%298,507CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$95.3M3.33%215,099CommonSOLE
464287465EFAISHARES TR$79.2M2.77%1,092,416CommonSOLE
02079K305GOOGLALPHABET INC$64.2M2.25%536,513CommonSOLE
922908769VTIVANGUARD INDEX FDS$57.1M2.00%259,244CommonSOLE
46432F842IEFAISHARES TR$55.9M1.95%827,453CommonSOLE
92204A702VGTVANGUARD WORLD FDS$51.7M1.81%116,952CommonSOLE
47103U852JMBSJANUS DETROIT STR TR$46.0M1.61%1,006,049CommonSOLE
464288356CMFISHARES TR$43.9M1.53%770,548CommonSOLE
92826C839VVISA INC$37.7M1.32%158,830CommonSOLE
78468R721TFISPDR SER TR$37.1M1.30%804,605CommonSOLE
46429B267GOVTISHARES TR$36.9M1.29%1,613,100CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$36.1M1.26%75,105CommonSOLE
464287200IVVISHARES TR$35.7M1.25%80,129CommonSOLE
464288158SUBISHARES TR$35.3M1.24%339,647CommonSOLE
922908611VBRVANGUARD INDEX FDS$34.7M1.21%209,752CommonSOLE
67066G104NVDANVIDIA CORPORATION$34.3M1.20%81,035CommonSOLE
464288414MUBISHARES TR$34.1M1.19%319,041CommonSOLE
023135106AMZNAMAZON COM INC$31.5M1.10%242,020CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$29.8M1.04%548,327CommonSOLE
464287879IJSISHARES TR$29.8M1.04%313,310CommonSOLE
437076102HDHOME DEPOT INC$24.6M0.86%79,348CommonSOLE
00724F101ADBEADOBE SYSTEMS INCORPORATED$23.0M0.80%47,068CommonSOLE
742718109PGPROCTER AND GAMBLE CO$22.9M0.80%151,031CommonSOLE
478160104JNJJOHNSON & JOHNSON$22.0M0.77%133,088CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$21.0M0.74%39,038CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$20.5M0.72%117,901CommonSOLE
30303M102METAMETA PLATFORMS INC$20.4M0.71%70,923CommonSOLE
617446448MSMORGAN STANLEY$19.2M0.67%224,525CommonSOLE
235851102DHRDANAHER CORPORATION$19.1M0.67%79,777CommonSOLE
20825C104COPCONOCOPHILLIPS$19.1M0.67%184,421CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$18.3M0.64%125,981CommonSOLE
46429B291QLTAISHARES TR$18.3M0.64%386,973CommonSOLE
09247X101BLKCHFBLACKROCK INC$17.8M0.62%25,720CommonSOLE
872540109TJXTJX COS INC NEW$17.2M0.60%202,741CommonSOLE
747525103QCOMQUALCOMM INC$16.9M0.59%142,199CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$15.4M0.54%135,183CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$14.8M0.52%47,877CommonSOLE
882508104TXNTEXAS INSTRS INC$14.6M0.51%81,304CommonSOLE
713448108PEPPEPSICO INC$14.4M0.50%77,768CommonSOLE
94106L109WMWASTE MGMT INC DEL$13.9M0.49%80,146CommonSOLE
482480100KLACKLA CORP$13.3M0.47%27,437CommonSOLE
231021106CMICUMMINS INC$13.2M0.46%53,793CommonSOLE
G29183103ETNEATON CORP PLC$12.9M0.45%64,199CommonSOLE
02079K107GOOGALPHABET INC$12.9M0.45%106,436CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$12.8M0.45%36,375CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$12.8M0.45%314,541CommonSOLE
464287507IJHISHARES TR$12.6M0.44%48,326CommonSOLE
74340W103PLDPROLOGIS INC.$12.2M0.43%99,885CommonSOLE
64110L106NFLXNETFLIX INC$12.1M0.42%27,465CommonSOLE
78409V104SPGIS&P GLOBAL INC$11.6M0.41%28,934CommonSOLE
166764100CVXCHEVRON CORP NEW$11.5M0.40%73,162CommonSOLE
464287549IGMISHARES TR$11.4M0.40%29,004CommonSOLE
464287804IJRISHARES TR$11.4M0.40%114,206CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$11.3M0.40%177,375CommonSOLE
580135101MCDMCDONALDS CORP$11.2M0.39%37,533CommonSOLE
922908553VNQVANGUARD INDEX FDS$11.0M0.38%131,733CommonSOLE
87612E106TGTTARGET CORP$10.9M0.38%82,683CommonSOLE
464288240ACWXISHARES TR$10.8M0.38%220,181CommonSOLE
858119100STLDSTEEL DYNAMICS INC$10.5M0.37%96,622CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$10.3M0.36%222,675CommonSOLE
464287499IWRISHARES TR$10.3M0.36%140,583CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$10.1M0.35%29,679CommonSOLE
81762P102NOWSERVICENOW INC$9.9M0.35%17,640CommonSOLE
461202103INTUINTUIT$9.4M0.33%20,575CommonSOLE
337738108FISVFISERV INC$9.4M0.33%74,636CommonSOLE
907818108UNPUNION PAC CORP$9.4M0.33%45,794CommonSOLE
98978V103ZTSZOETIS INC$9.2M0.32%53,244CommonSOLE
871829107SYYSYSCO CORP$9.1M0.32%122,324CommonSOLE
G54950103LINLINDE PLC$9.1M0.32%23,757CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$9.0M0.32%47,247CommonSOLE
046353108AZNNASTRAZENECA PLC$9.0M0.31%125,432CommonSOLE
031162100AMGNAMGEN INC$8.8M0.31%39,772CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$8.5M0.30%11,840CommonSOLE
H1467J104CBCHUBB LIMITED$8.0M0.28%41,779CommonSOLE
254687106DISDISNEY WALT CO$8.0M0.28%89,630CommonSOLE
717081103PFEPFIZER INC$8.0M0.28%217,889CommonSOLE
922908363VOOVANGUARD INDEX FDS$8.0M0.28%19,611CommonSOLE
92204A108VCRVANGUARD WORLD FDS$7.9M0.27%27,765CommonSOLE
053611109AVYAVERY DENNISON CORP$7.7M0.27%44,618CommonSOLE
002824100ABTABBOTT LABS$7.7M0.27%70,289CommonSOLE
92204A504VHTVANGUARD WORLD FDS$7.6M0.27%31,120CommonSOLE
835699307SONYSONY GROUP CORPORATION$7.6M0.27%84,274CommonSOLE
060505104BACBANK AMERICA CORP$7.5M0.26%262,438CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$7.5M0.26%172,989CommonSOLE
G5960L103MDTMEDTRONIC PLC$7.3M0.25%82,489CommonSOLE
126650100CVSCVS HEALTH CORP$7.0M0.25%101,920CommonSOLE
46435U663ESMLISHARES TR$7.0M0.24%196,056CommonSOLE
78464A474SPSBSPDR SER TR$6.9M0.24%236,059CommonSOLE
46436E551XJHISHARES TR$6.9M0.24%193,424CommonSOLE
855244109SBUXSTARBUCKS CORP$6.6M0.23%66,971CommonSOLE
532457108LLYLILLY ELI & CO$6.6M0.23%14,142CommonSOLE
65339F101NEENEXTERA ENERGY INC$6.6M0.23%88,941CommonSOLE
91913Y100VLOVALERO ENERGY CORP$6.5M0.23%55,490CommonSOLE
252131107DXCMDEXCOM INC$6.5M0.23%50,568CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$6.4M0.23%32,906CommonSOLE
17275R102CSCOCISCO SYS INC$6.4M0.22%123,378CommonSOLE
099724106BWABORGWARNER INC$6.4M0.22%130,334CommonSOLE
191216100KOCOCA COLA CO$6.3M0.22%105,188CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$6.3M0.22%50,224CommonSOLE
20030N101CMCSACOMCAST CORP NEW$6.3M0.22%152,242CommonSOLE
46434V647REETISHARES TR$6.1M0.22%267,710CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$5.9M0.21%174,603CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$5.8M0.20%162,307CommonSOLE
443573100HUBSHUBSPOT INC$5.8M0.20%10,867CommonSOLE
N07059210ASMLASML HOLDING N V$5.3M0.19%7,354CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$5.3M0.18%55,842CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$5.3M0.18%8,182CommonSOLE
22822V101CCICROWN CASTLE INC$5.2M0.18%45,785CommonSOLE
58933Y105MRKMERCK & CO INC$5.1M0.18%43,980CommonSOLE
G46188101HZNPNHORIZON THERAPEUTICS PUB L$5.1M0.18%49,125CommonSOLE
464287101OEFISHARES TR$5.0M0.18%24,379CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$4.9M0.17%20,925CommonSOLE
46434G863ESGEISHARES INC$4.9M0.17%154,440CommonSOLE
78464A672SPTISPDR SER TR$4.8M0.17%170,617CommonSOLE
464287630IWNISHARES TR$4.8M0.17%33,799CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$4.7M0.17%18,492CommonSOLE
85207H104PHYSSPROTT PHYSICAL GOLD TR$4.7M0.16%313,112CommonSOLE
921909768VXUSVANGUARD STAR FDS$4.6M0.16%81,804CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$4.4M0.15%17,869CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$4.3M0.15%75,760CommonSOLE
78468R739SHMSPDR SER TR$4.3M0.15%91,104CommonSOLE
11135F101AVGOBROADCOM INC$4.3M0.15%4,920CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$4.2M0.15%38,729CommonSOLE
82452J109FOURSHIFT4 PMTS INC$4.2M0.15%61,842CommonSOLE
149123101CATCATERPILLAR INC$4.1M0.14%16,480CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$4.0M0.14%77,237CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$3.9M0.14%36,102CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$3.9M0.14%19,183CommonSOLE
46434V456IQLTISHARES TR$3.9M0.14%109,528CommonSOLE
92204A603VISVANGUARD WORLD FDS$3.9M0.14%18,957CommonSOLE
038222105AMATAPPLIED MATLS INC$3.9M0.14%26,930CommonSOLE
464287671IUSGISHARES TR$3.9M0.14%39,674CommonSOLE
458140100INTCINTEL CORP$3.8M0.13%114,442CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$3.6M0.13%96,288CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$3.6M0.12%24,228CommonSOLE
78470E106EFAXSPDR INDEX SHS FDS$3.5M0.12%93,617CommonSOLE
79466L302CRMSALESFORCE INC$3.5M0.12%16,662CommonSOLE
020002101ALLALLSTATE CORP$3.5M0.12%32,131CommonSOLE
45765U103NSITINSIGHT ENTERPRISES INC$3.5M0.12%23,918CommonSOLE
74624M102PPURE STORAGE INC$3.5M0.12%94,139CommonSOLE
291011104EMREMERSON ELEC CO$3.5M0.12%38,231CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$3.5M0.12%7,577CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$3.4M0.12%13,751CommonSOLE
78464A839MDYVSPDR SER TR$3.4M0.12%49,586CommonSOLE
68389X105ORCLORACLE CORP$3.4M0.12%28,470CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$3.4M0.12%6,478CommonSOLE
92204A207VDCVANGUARD WORLD FDS$3.3M0.12%17,029CommonSOLE
609207105MDLZMONDELEZ INTL INC$3.3M0.11%44,935CommonSOLE
464287663IUSVISHARES TR$3.2M0.11%41,383CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$3.2M0.11%6,753CommonSOLE
46435G524IGROISHARES TR$3.1M0.11%49,957CommonSOLE
053332102AZOAUTOZONE INC$3.0M0.11%1,205CommonSOLE
78464A664SPTLSPDR SER TR$2.9M0.10%97,832CommonSOLE
036752103ELVELEVANCE HEALTH INC$2.9M0.10%6,577CommonSOLE
464288166AGZISHARES TR$2.9M0.10%27,176CommonSOLE
464288182AAXJISHARES TR$2.9M0.10%43,403CommonSOLE
464288570DSIISHARES TR$2.9M0.10%34,230CommonSOLE
00287Y109ABBVABBVIE INC$2.9M0.10%21,201CommonSOLE
723787107PXDEURPIONEER NAT RES CO$2.8M0.10%13,629CommonSOLE
863667101SYKSTRYKER CORPORATION$2.8M0.10%9,146CommonSOLE
92206C771VMBSVANGUARD SCOTTSDALE FDS$2.8M0.10%60,250CommonSOLE
81369Y860XLRESELECT SECTOR SPDR TR$2.8M0.10%73,279CommonSOLE
30231G102XOMEXXON MOBIL CORP$2.7M0.10%25,416CommonSOLE
446413106HIIHUNTINGTON INGALLS INDS INC$2.7M0.09%11,791CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$2.7M0.09%17,896CommonSOLE
233051192EMCRDBX ETF TR$2.7M0.09%99,404CommonSOLE
444859102HUMHUMANA INC$2.6M0.09%5,810CommonSOLE
001055102AFLAFLAC INC$2.6M0.09%37,200CommonSOLE
464287655IWMISHARES TR$2.6M0.09%13,769CommonSOLE
842587107SOSOUTHERN CO$2.6M0.09%36,526CommonSOLE
928881101VNTVONTIER CORPORATION$2.6M0.09%79,276CommonSOLE
42809H107HESHESS CORP$2.5M0.09%18,687CommonSOLE
172967424CCITIGROUP INC$2.5M0.09%53,500CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$2.5M0.09%21,982CommonSOLE
464288802SUSAISHARES TR$2.4M0.08%25,324CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$2.3M0.08%26,074CommonSOLE
98419M100XYLXYLEM INC$2.3M0.08%20,583CommonSOLE
78464A300SLYVSPDR SER TR$2.3M0.08%29,927CommonSOLE
464287309IVWISHARES TR$2.2M0.08%31,778CommonSOLE
23804L103DDOGDATADOG INC$2.2M0.08%22,705CommonSOLE
464287408IVEISHARES TR$2.2M0.08%13,831CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$2.2M0.08%14,883CommonSOLE
464288646IGSBISHARES TR$2.2M0.08%43,271CommonSOLE
589889104MMSIMERIT MED SYS INC$2.2M0.08%25,880CommonSOLE
464288372IGFISHARES TR$2.2M0.08%45,955CommonSOLE
90384S303ULTAULTA BEAUTY INC$2.2M0.08%4,579CommonSOLE
803054204SAPSAP SE$2.1M0.07%15,628CommonSOLE
26875P101EOGEOG RES INC$2.1M0.07%18,455CommonSOLE
465741106ITRIITRON INC$2.1M0.07%29,270CommonSOLE
30034W106EVRGEVERGY INC$2.1M0.07%35,908CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$2.1M0.07%11,579CommonSOLE
10316T104BOXBOX INC$2.0M0.07%67,785CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$2.0M0.07%10,095CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.9M0.07%19,320CommonSOLE
922908751VBVANGUARD INDEX FDS$1.9M0.07%9,623CommonSOLE
058498106BALLBALL CORP$1.9M0.07%32,423CommonSOLE
025816109AXPAMERICAN EXPRESS CO$1.9M0.07%10,818CommonSOLE
46641Q241BBAGJ P MORGAN EXCHANGE TRADED F$1.8M0.06%39,993CommonSOLE
46434V621DGROISHARES TR$1.8M0.06%35,348CommonSOLE
832696405SJMSMUCKER J M CO$1.8M0.06%12,330CommonSOLE
808524607SCHASCHWAB STRATEGIC TR$1.8M0.06%41,548CommonSOLE
278865100ECLECOLAB INC$1.8M0.06%9,523CommonSOLE
91680M107UPSTUPSTART HLDGS INC$1.8M0.06%49,498CommonSOLE
436440101HO1HOLOGIC INC$1.8M0.06%21,790CommonSOLE
718172109PMPHILIP MORRIS INTL INC$1.7M0.06%17,392CommonSOLE
931142103WMTWALMART INC$1.7M0.06%10,769CommonSOLE
46435G516ESGDISHARES TR$1.7M0.06%22,732CommonSOLE
922908629VOVANGUARD INDEX FDS$1.6M0.06%7,490CommonSOLE
H84989104TEL1USDTE CONNECTIVITY LTD$1.6M0.06%11,752CommonSOLE
81141R100SESEA LTD$1.6M0.06%27,956CommonSOLE
278642103EBAYEBAY INC.$1.6M0.06%36,299CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$1.6M0.06%7,353CommonSOLE
67092P300NULVNUSHARES ETF TR$1.6M0.06%45,770CommonSOLE
595112103MUMICRON TECHNOLOGY INC$1.6M0.06%25,034CommonSOLE
548661107LOWLOWES COS INC$1.6M0.05%6,927CommonSOLE
922280102VRNSVARONIS SYS INC$1.5M0.05%57,740CommonSOLE
464287234EEMISHARES TR$1.5M0.05%38,625CommonSOLE
808524706SCHESCHWAB STRATEGIC TR$1.5M0.05%61,995CommonSOLE
464287564ICFISHARES TR$1.5M0.05%26,881CommonSOLE
009158106APDAIR PRODS & CHEMS INC$1.5M0.05%4,953CommonSOLE
85209W109SPTSPROUT SOCIAL INC$1.5M0.05%32,079CommonSOLE
89832Q109TFCTRUIST FINL CORP$1.5M0.05%48,096CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$1.5M0.05%8,394CommonSOLE
88160R101TSLATESLA INC$1.4M0.05%5,413CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$1.4M0.05%19,664CommonSOLE
316773100FITBFIFTH THIRD BANCORP$1.4M0.05%52,474CommonSOLE
78468R663BILSPDR SER TR$1.4M0.05%14,884CommonSOLE
46435G193SUSCISHARES TR$1.4M0.05%59,963CommonSOLE
88162G103TTEKTETRA TECH INC NEW$1.4M0.05%8,296CommonSOLE
78463V107GLDSPDR GOLD TR$1.4M0.05%7,600CommonSOLE
464287739IYRISHARES TR$1.3M0.05%15,581CommonSOLE
16359R103CHECHEMED CORP NEW$1.3M0.05%2,473CommonSOLE
384802104GWWGRAINGER W W INC$1.3M0.05%1,686CommonSOLE
92204A884VOXVANGUARD WORLD FDS$1.3M0.05%12,413CommonSOLE
686688102ORAORMAT TECHNOLOGIES INC$1.3M0.05%16,230CommonSOLE
693506107PPGPPG INDS INC$1.3M0.04%8,660CommonSOLE
833445109SNOWSNOWFLAKE INC$1.2M0.04%7,026CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$1.2M0.04%10,144CommonSOLE
369550108GDGENERAL DYNAMICS CORP$1.2M0.04%5,704CommonSOLE
02005N100ALLYALLY FINL INC$1.2M0.04%45,244CommonSOLE
743315103PGRPROGRESSIVE CORP$1.2M0.04%9,207CommonSOLE
438516106HONHONEYWELL INTL INC$1.2M0.04%5,864CommonSOLE
086516101BBYBEST BUY INC$1.2M0.04%14,771CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$1.2M0.04%3,067CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$1.2M0.04%8,444CommonSOLE
368736104GNRCGENERAC HLDGS INC$1.2M0.04%8,066CommonSOLE
29355A107ENPHENPHASE ENERGY INC$1.2M0.04%7,048CommonSOLE
22266M104COURCOURSERA INC$1.2M0.04%90,574CommonSOLE
72201R866MUNIPIMCO ETF TR$1.2M0.04%22,685CommonSOLE
808524102SCHBSCHWAB STRATEGIC TR$1.2M0.04%22,450CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$1.2M0.04%20,161CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$1.2M0.04%9,859CommonSOLE
15135B101CNCCENTENE CORP DEL$1.1M0.04%16,985CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$1.1M0.04%16,623CommonSOLE
125141101CECOCECO ENVIRONMENTAL CORP$1.1M0.04%83,665CommonSOLE
95082P105WCCWESCO INTL INC$1.1M0.04%6,235CommonSOLE
78468R796SPYXSPDR SER TR$1.1M0.04%30,448CommonSOLE
184499101CLNECLEAN ENERGY FUELS CORP$1.1M0.04%221,895CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$1.1M0.04%14,672CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$1.1M0.04%8,232CommonSOLE
46116X101ITCIEURINTRA-CELLULAR THERAPIES INC$1.1M0.04%16,880CommonSOLE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$1.1M0.04%144,184CommonSOLE
41068X100HASIHANNON ARMSTRONG SUST INFR C$1.1M0.04%42,456CommonSOLE
50202P105LICYUSDLI-CYCLE HOLDINGS CORP$1.1M0.04%190,450CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$1.1M0.04%6,204CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$1.1M0.04%12,968CommonSOLE
753422104RPDRAPID7 INC$1.0M0.04%23,019CommonSOLE
806882106SCHN1EURSCHNITZER STEEL INDS INC$1.0M0.04%34,221CommonSOLE
39874R101GOGROCERY OUTLET HLDG CORP$988,2740.03%32,286CommonSOLE
89151E109TTENTOTALENERGIES SE$984,4340.03%17,079CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$943,2510.03%4,160CommonSOLE
44925C103ICFIICF INTL INC$938,7710.03%7,547CommonSOLE
92204A876VPUVANGUARD WORLD FDS$934,1990.03%6,571CommonSOLE
75960P104RELYREMITLY GLOBAL INC$922,6510.03%49,025CommonSOLE
80105N105SNYSANOFI$914,6290.03%16,969CommonSOLE
76665T102REPXRILEY EXPLORATION PERMIAN IN$912,8960.03%25,557CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$904,2910.03%2,815CommonSOLE
922042676VNQIVANGUARD INTL EQUITY INDEX F$898,5890.03%22,359CommonSOLE
46434G103IEMGISHARES INC$896,2890.03%18,184CommonSOLE
05969A105TBBKBANCORP INC DEL$886,4800.03%27,151CommonSOLE
369604301GEGENERAL ELECTRIC CO$882,0960.03%8,030CommonSOLE
98980G102ZSZSCALER INC$879,7020.03%6,013CommonSOLE
093712107BEBLOOM ENERGY CORP$865,6510.03%52,945CommonSOLE
088606108BHPBHP GROUP LTD$858,5320.03%14,388CommonSOLE
46432F834IXUSISHARES TR$855,3270.03%13,659CommonSOLE
02209S103MOALTRIA GROUP INC$852,0340.03%18,809CommonSOLE
91688F104UPWKUPWORK INC$851,2660.03%91,142CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$827,9480.03%12,722CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$817,9830.03%6,113CommonSOLE
904767704UNILEVER PLC$812,8630.03%15,593CommonSOLE
075887109BDXBECTON DICKINSON & CO$810,2470.03%3,069CommonSOLE
767204100RIORIO TINTO PLC$808,9170.03%12,671CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$803,2710.03%5,818CommonSOLE
49803T300KRGKITE RLTY GROUP TR$790,8360.03%35,400CommonSOLE
464287556IBBISHARES TR$789,0560.03%6,215CommonSOLE
87265H109T86TRI POINTE HOMES INC$770,0080.03%23,433CommonSOLE
892331307TMTOYOTA MOTOR CORP$765,4920.03%4,762CommonSOLE
12685J105CABOCABLE ONE INC$760,2420.03%1,157CommonSOLE
464287473IWSISHARES TR$758,8850.03%6,909CommonSOLE
464288323NYFISHARES TR$754,5340.03%14,167CommonSOLE
00206R102TAT&T INC$752,7920.03%47,197CommonSOLE
25401T603DBRGDIGITALBRIDGE GROUP INC$751,6810.03%51,100CommonSOLE
00857U107AGILON HEALTH INC$744,7360.03%42,949CommonSOLE
H42097107UBSUBS GROUP AG$741,0710.03%36,560CommonSOLE
464287614IWFISHARES TR$733,9050.03%2,667CommonSOLE
816851109SRESEMPRA$730,2790.03%5,016CommonSOLE
09260D107BXBLACKSTONE INC$726,6850.03%7,816CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$726,2610.03%6,847CommonSOLE
78463X848CWISPDR INDEX SHS FDS$721,2140.03%27,601CommonSOLE
047649108ATKRATKORE INC$717,3240.03%4,600CommonSOLE
88076W103TDCTERADATA CORP DEL$710,3530.02%13,300CommonSOLE
201723103CMCCOMMERCIAL METALS CO$706,7500.02%13,421CommonSOLE
800422107JBSSSANFILIPPO JOHN B & SON INC$696,7010.02%5,941CommonSOLE
917286205WXBURSTADT BIDDLE PPTYS INC$694,9890.02%32,690CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$691,5000.02%50,000CommonSOLE
52472M101LEGHLEGACY HOUSING CORP$691,3870.02%29,814CommonSOLE
29670E107EPRTESSENTIAL PPTYS RLTY TR INC$683,9080.02%29,053CommonSOLE
902788108UMBFUMB FINL CORP$677,7560.02%11,129CommonSOLE
92204A801VAWVANGUARD WORLD FDS$675,9000.02%3,714CommonSOLE
90278Q108UFPIUFP INDUSTRIES INC$675,6620.02%6,962CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$673,4100.02%15,126CommonSOLE
06738C778DJPBARCLAYS BANK PLC$672,5400.02%22,000CommonSOLE
29250N105ENBENBRIDGE INC$667,5430.02%17,969CommonSOLE
92204A405VFHVANGUARD WORLD FDS$666,1680.02%8,200CommonSOLE
58155Q103MCKMCKESSON CORP$665,7490.02%1,558CommonSOLE
464287598IWDISHARES TR$664,4640.02%4,210CommonSOLE
91336L107UNIVAR SOLUTIONS INC$662,8250.02%18,494CommonSOLE
55305B101MHOM/I HOMES INC$662,6440.02%7,600CommonSOLE
25434V724DFUVDIMENSIONAL ETF TRUST$657,0180.02%19,044CommonSOLE
052769106ADSKAUTODESK INC$651,6830.02%3,185CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$649,6520.02%8,946CommonSOLE
670100205NVONOVO-NORDISK A S$647,6440.02%4,002CommonSOLE
74762E102QUREQUANTA SVCS INC$645,5350.02%3,286CommonSOLE
370334104GISGENERAL MLS INC$637,1740.02%8,307CommonSOLE
244199105DEDEERE & CO$636,9590.02%1,572CommonSOLE
293712105EFSCENTERPRISE FINL SVCS CORP$634,5540.02%16,229CommonSOLE
32054K103FRFIRST INDL RLTY TR INC$626,4160.02%11,900CommonSOLE
G0585R106AGOASSURED GUARANTY LTD$622,1140.02%11,149CommonSOLE
654106103NKENIKE INC$620,5410.02%5,622CommonSOLE
69327R101PDC ENERGY INC$618,5620.02%8,695CommonSOLE
744320102PRUPRUDENTIAL FINL INC$618,1580.02%7,007CommonSOLE
42234Q102HTLFEURHEARTLAND FINL USA INC$617,7390.02%22,165CommonSOLE
205887102CAGCONAGRA BRANDS INC$616,1660.02%18,273CommonSOLE
042735100ARWARROW ELECTRS INC$615,8890.02%4,300CommonSOLE
48666K109KBHKB HOME$610,1780.02%11,800CommonSOLE
034164103ANDEANDERSONS INC$609,1800.02%13,200CommonSOLE
235825205DANDANA INC$608,6000.02%35,800CommonSOLE
703481101PTENPATTERSON-UTI ENERGY INC$606,8550.02%50,698CommonSOLE
375558103GILDGILEAD SCIENCES INC$605,0770.02%7,851CommonSOLE
00676P107ADEAADEIA INC$604,4490.02%54,900CommonSOLE
516544103LNTHLANTHEUS HLDGS INC$604,2240.02%7,200CommonSOLE
384637104GHCGRAHAM HLDGS CO$601,7680.02%1,053CommonSOLE
53115L104LBRTLIBERTY ENERGY INC$592,2910.02%44,300CommonSOLE
29084Q100EMEEMCOR GROUP INC$591,2960.02%3,200CommonSOLE
941848103WATWATERS CORP$590,1200.02%2,214CommonSOLE
17888H103CIVICIVITAS RESOURCES INC$589,6450.02%8,500CommonSOLE
680033107ONBOLD NATL BANCORP IND$581,2980.02%41,700CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$581,1500.02%1,764CommonSOLE
37733W204GSKGSK PLC$580,6830.02%16,293CommonSOLE
34417P100FOCUS FINL PARTNERS INC$576,0870.02%10,971CommonSOLE
320817109FRMEFIRST MERCHANTS CORP$575,8920.02%20,400CommonSOLE
98980F104GTMZOOMINFO TECHNOLOGIES INC$574,5760.02%22,630CommonSOLE
G0692U109AXSAXIS CAP HLDGS LTD$570,5980.02%10,600CommonSOLE
928254101VIRTVIRTU FINL INC$567,3880.02%33,200CommonSOLE
12621E103CNOCNO FINL GROUP INC$560,9790.02%23,700CommonSOLE
55272X607MFAMFA FINL INC$559,7520.02%49,800CommonSOLE
29283F103ESMTUSDENGAGESMART INC$558,8600.02%29,275CommonSOLE
397624107GEFGREIF INC$558,0090.02%8,100CommonSOLE
78464A763SDYSPDR SER TR$557,7390.02%4,550CommonSOLE
20602D101CNXCCONCENTRIX CORP$557,1750.02%6,900CommonSOLE
852234103XYZBLOCK INC$554,4620.02%8,329CommonSOLE
Y7542C130STNGSCORPIO TANKERS INC$552,5910.02%11,700CommonSOLE
457187102INGRINGREDION INC$550,9400.02%5,200CommonSOLE
87615L107THTARGET HOSPITALITY CORP$550,8640.02%41,048CommonSOLE
700517105PKPARK HOTELS & RESORTS INC$548,6960.02%42,800CommonSOLE
154760409CPFCENTRAL PAC FINL CORP$548,2790.02%34,900CommonSOLE
825698103SPARUSDSHYFT GROUP INC$548,2350.02%24,852CommonSOLE
282559103ETNBGBP89BIO INC$547,5030.02%28,892CommonSOLE
126408103CSXCSX CORP$544,2360.02%15,960CommonSOLE
75513E101RTXRAYTHEON TECHNOLOGIES CORP$537,5560.02%5,488CommonSOLE
410495204HAFCHANMI FINL CORP$531,8510.02%35,623CommonSOLE
054540208ACLSAXCELIS TECHNOLOGIES INC$531,6570.02%2,900CommonSOLE
65343C102NEXTGEN HEALTHCARE INC$530,3940.02%32,700CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$527,1670.02%7,900CommonSOLE
88579Y101MMM3M CO$520,9180.02%5,205CommonSOLE
353469109FCFRANKLIN COVEY CO$519,3990.02%11,891CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$517,8100.02%1CommonSOLE
46284V101IRMIRON MTN INC DEL$517,0620.02%9,100CommonSOLE
178867107CIVBCIVISTA BANCSHARES INC$516,1880.02%29,666CommonSOLE
077347300BELFBBEL FUSE INC$513,9920.02%8,953CommonSOLE
18539C105NY4BCLEARWAY ENERGY INC$510,6240.02%18,912CommonSOLE
808524847SCHHSCHWAB STRATEGIC TR$506,3150.02%25,925CommonSOLE
437872104HTBHOMETRUST BANCSHARES INC$506,3110.02%24,237CommonSOLE
464287481IWPISHARES TR$502,2830.02%5,198CommonSOLE
464288638IGIBISHARES TR$498,4180.02%9,856CommonSOLE
704699107PGCPEAPACK-GLADSTONE FINL CORP$498,2720.02%18,400CommonSOLE
077454106BDCBELDEN INC$497,3800.02%5,200CommonSOLE
464287754IYJISHARES TR$492,0260.02%4,640CommonSOLE
781846209RUSHARUSH ENTERPRISES INC$485,9200.02%8,000CommonSOLE
78463X749RWOSPDR INDEX SHS FDS$485,0370.02%11,810CommonSOLE
78470E205EEMXSPDR INDEX SHS FDS$484,9210.02%16,004CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$484,6340.02%6,291CommonSOLE
464287705IJJISHARES TR$482,7280.02%4,506CommonSOLE
374689107ROCKGIBRALTAR INDS INC$478,1920.02%7,600CommonSOLE
10482B101BHRBRAEMAR HOTELS & RESORTS INC$476,0280.02%118,415CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$475,4330.02%2,927CommonSOLE
92189F817VNMVANECK ETF TRUST$474,9830.02%35,713CommonSOLE
533535100LINCLINCOLN EDL SVCS CORP$473,6470.02%70,274CommonSOLE
018522300AEBAALLETE INC$473,4410.02%8,167CommonSOLE
88830M102TWITITAN INTL INC ILL$473,2860.02%41,227CommonSOLE
45828L108IASINTEGRAL AD SCIENCE HLDNG CO$472,8740.02%26,300CommonSOLE
859241101STRLSTERLING INFRASTRUCTURE INC$468,7200.02%8,400CommonSOLE
518439104ELLAUDER ESTEE COS INC$467,7770.02%2,382CommonSOLE
83946P107SPFISOUTH PLAINS FINANCIAL INC$466,5650.02%20,727CommonSOLE
224408104CRCRANE COMPANY$462,8890.02%5,194CommonSOLE
317585404FISIFINANCIAL INSTNS INC$462,7560.02%29,400CommonSOLE
756109104OREALTY INCOME CORP$460,3830.02%7,700CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$460,2510.02%1,346CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$460,1510.02%6,204CommonSOLE
74767V109QSQUANTUMSCAPE CORP$458,7380.02%57,414CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$456,2820.02%4,252CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$454,9430.02%22,634CommonSOLE
464287168DVYISHARES TR$450,7070.02%3,978CommonSOLE
464287606IJKISHARES TR$448,9500.02%5,986CommonSOLE
126349109CSNCSG SYS INTL INC$448,2900.02%8,500CommonSOLE
398433102GFFGRIFFON CORP$448,0150.02%11,117CommonSOLE
553530106MSMMSC INDL DIRECT INC$447,8160.02%4,700CommonSOLE
12504L109CBRECBRE GROUP INC$446,3260.02%5,530CommonSOLE
293668109ENTERPRISE BANCORP INC MASS$442,7820.02%15,300CommonSOLE
146103106CARECARTER BANKSHARES INC$437,7840.02%29,600CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$437,1150.02%1,977CommonSOLE
68162K106ZEUSOLYMPIC STEEL INC$436,1000.02%8,900CommonSOLE
460690100IPGINTERPUBLIC GROUP COS INC$436,0310.02%11,302CommonSOLE
G0751N103ABYEURATLANTICA SUSTAINABLE INFR P$424,2640.01%18,100CommonSOLE
457730109INSPINSPIRE MED SYS INC$419,7600.01%1,293CommonSOLE
10576N102BRZEBRAZE INC$417,3190.01%9,530CommonSOLE
65473P105NINISOURCE INC$415,2000.01%15,181CommonSOLE
279158109ECECOPETROL S A$412,5630.01%40,250CommonSOLE
75574U101RCREADY CAPITAL CORP$407,2080.01%36,100CommonSOLE
78454L100SMSM ENERGY CO$404,8640.01%12,800CommonSOLE
319383204BUSEFIRST BUSEY CORP$404,8340.01%20,141CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$404,5270.01%24,079CommonSOLE
921910816MGKVANGUARD WORLD FD$400,0440.01%1,700CommonSOLE
923454102VERITIV CORP$392,1540.01%3,122CommonSOLE
40434L105HPQHP INC$391,5870.01%12,751CommonSOLE
46435G425ESGUISHARES TR$388,8650.01%3,990CommonSOLE
398905109GPIGROUP 1 AUTOMOTIVE INC$387,1500.01%1,500CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$384,7410.01%3,967CommonSOLE
55345K10337MMRC GLOBAL INC$376,7190.01%37,410CommonSOLE
90346E103SLCAUSDU S SILICA HLDGS INC$373,6530.01%30,804CommonSOLE
03076C106AMPAMERIPRISE FINL INC$371,6870.01%1,119CommonSOLE
92204A306VDEVANGUARD WORLD FDS$368,1340.01%3,261CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$367,9500.01%2,528CommonSOLE
552848103MTGMGIC INVT CORP WIS$366,9600.01%23,240CommonSOLE
P31076105CPACOPA HOLDINGS SA$364,9140.01%3,300CommonSOLE
320218100THFFFIRST FINL CORP IND$363,6640.01%11,200CommonSOLE
759351604RGAREINSURANCE GRP OF AMERICA I$362,3970.01%2,613CommonSOLE
388689101GPKGRAPHIC PACKAGING HLDG CO$360,1380.01%14,987CommonSOLE
84863T106SPOKSPOK HLDGS INC$359,8800.01%27,079CommonSOLE
Y2106R110LPGDORIAN LPG LTD$359,1000.01%14,000CommonSOLE
501044101KRKROGER CO$358,4690.01%7,627CommonSOLE
929089100VOYAVOYA FINANCIAL INC$356,6860.01%4,974CommonSOLE
30069T101EEEXCELERATE ENERGY INC$353,0710.01%17,367CommonSOLE
05350V106AVNSAVANOS MED INC$351,7570.01%13,762CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$349,7350.01%7,036CommonSOLE
46138E354SPLVINVESCO EXCH TRADED FD TR II$348,8900.01%5,555CommonSOLE
607828100MODMODINE MFG CO$348,3610.01%10,550CommonSOLE
552690109MDUMDU RES GROUP INC$347,6040.01%16,600CommonSOLE
00130H105AESAES CORP$345,7970.01%16,681CommonSOLE
00766T100ACMAECOM$345,5350.01%4,080CommonSOLE
315912808ONEQFIDELITY COMWLTH TR$344,9220.01%6,378CommonSOLE
922908637VVVANGUARD INDEX FDS$344,6240.01%1,700CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$344,3150.01%10,275CommonSOLE
59001A102MTHMERITAGE HOMES CORP$340,7370.01%2,395CommonSOLE
502160104LXULSB INDS INC$340,4160.01%34,560CommonSOLE
11120U105BRXBRIXMOR PPTY GROUP INC$338,6240.01%15,392CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$333,9790.01%21,786CommonSOLE
056525108BMIBADGER METER INC$333,4860.01%2,260CommonSOLE
636274409NGGNATIONAL GRID PLC$331,1610.01%4,918CommonSOLE
200340107CMACOMERICA INC$330,4080.01%7,800CommonSOLE
07556Q881BZHBEAZER HOMES USA INC$330,3710.01%11,678CommonSOLE
N14506104ESTCELASTIC N V$329,8970.01%5,145CommonSOLE
92206C649VTWVVANGUARD SCOTTSDALE FDS$329,4040.01%2,664CommonSOLE
30161N101EXCEXELON CORP$328,2420.01%8,057CommonSOLE
11275Q1071939900DBROOKFIELD INFRASTRUCTURE CO$328,1760.01%7,200CommonSOLE
68235P108OGSONE GAS INC$327,5950.01%4,265CommonSOLE
44267D107HOWARD HUGHES CORP$323,5720.01%4,100CommonSOLE
372284208GNEGENIE ENERGY LTD$322,3920.01%22,800CommonSOLE
03209R103AMPHAMPHASTAR PHARMACEUTICALS IN$321,8320.01%5,600CommonSOLE
677864100ODCOIL DRI CORP AMER$319,9620.01%5,424CommonSOLE
577128101MATWMATTHEWS INTL CORP$319,6500.01%7,500CommonSOLE
949746101WMT2WELLS FARGO CO NEW$318,7340.01%7,468CommonSOLE
191098102COKECOCA COLA CONS INC$318,0100.01%500CommonSOLE
92839U206VCVISTEON CORP$316,5160.01%2,204CommonSOLE
78377T107RHPRYMAN HOSPITALITY PPTYS INC$315,7420.01%3,398CommonSOLE
875465106SKTTANGER FACTORY OUTLET CTRS I$315,6010.01%14,300CommonSOLE
46090F100PDBCINVESCO ACTVELY MNGD ETC FD$313,4320.01%23,038CommonSOLE

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.