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BAILARD, INC.

Q3 2023 · 13F-HR

BAILARD, INC.holdings as filed

Filed 2023-10-24 · accession 0001172661-23-003491

$3.02B
Reported value
694
Positions
2023-09-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 694

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$154.3M5.11%901,105CommonSOLE
594918104MSFTMICROSOFT CORP$148.5M4.92%470,301CommonSOLE
46090E103QQQINVESCO QQQ TR$102.2M3.38%285,171CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$95.6M3.17%223,620CommonSOLE
464287465EFAISHARES TR$90.0M2.98%1,306,109CommonSOLE
02079K305GOOGLALPHABET INC$71.2M2.36%544,126CommonSOLE
46090F100PDBCINVESCO ACTVELY MNGD ETC FD$64.2M2.13%4,295,779CommonSOLE
375558103GILDGILEAD SCIENCES INC$54.1M1.79%722,345CommonSOLE
46432F842IEFAISHARES TR$52.9M1.75%822,331CommonSOLE
922908769VTIVANGUARD INDEX FDS$52.7M1.75%248,300CommonSOLE
92204A702VGTVANGUARD WORLD FDS$48.2M1.60%116,151CommonSOLE
47103U852JMBSJANUS DETROIT STR TR$48.1M1.59%1,107,340CommonSOLE
464288356CMFISHARES TR$45.2M1.50%825,059CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$39.2M1.30%77,832CommonSOLE
46436E874IBTEISHARES TR$38.9M1.29%1,633,576CommonSOLE
464288414MUBISHARES TR$37.6M1.25%366,822CommonSOLE
92826C839VVISA INC$37.6M1.24%163,316CommonSOLE
922908611VBRVANGUARD INDEX FDS$35.3M1.17%221,283CommonSOLE
67066G104NVDANVIDIA CORPORATION$35.2M1.16%80,808CommonSOLE
78468R721TFISPDR SER TR$34.1M1.13%781,176CommonSOLE
023135106AMZNAMAZON COM INC$32.3M1.07%254,215CommonSOLE
464287200IVVISHARES TR$32.2M1.07%75,043CommonSOLE
46429B267GOVTISHARES TR$30.6M1.01%1,390,160CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$30.2M1.00%582,502CommonSOLE
464287879IJSISHARES TR$27.6M0.91%309,421CommonSOLE
922908363VOOVANGUARD INDEX FDS$27.6M0.91%70,159CommonSOLE
437076102HDHOME DEPOT INC$24.9M0.83%82,533CommonSOLE
00724F101ADBEADOBE INC$24.5M0.81%48,140CommonSOLE
742718109PGPROCTER AND GAMBLE CO$23.6M0.78%162,087CommonSOLE
478160104JNJJOHNSON & JOHNSON$23.5M0.78%150,877CommonSOLE
30303M102METAMETA PLATFORMS INC$22.2M0.73%73,880CommonSOLE
20825C104COPCONOCOPHILLIPS$22.2M0.73%184,948CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$22.0M0.73%39,001CommonSOLE
235851102DHRDANAHER CORPORATION$21.9M0.72%88,197CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$19.9M0.66%137,404CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$19.3M0.64%117,992CommonSOLE
872540109TJXTJX COS INC NEW$18.9M0.63%212,845CommonSOLE
617446448MSMORGAN STANLEY$17.8M0.59%218,410CommonSOLE
09247X101BLKCHFBLACKROCK INC$17.4M0.58%26,877CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$16.8M0.56%54,704CommonSOLE
922908553VNQVANGUARD INDEX FDS$16.4M0.54%216,523CommonSOLE
464287507IJHISHARES TR$15.8M0.52%63,268CommonSOLE
166764100CVXCHEVRON CORP NEW$14.9M0.49%88,106CommonSOLE
747525103QCOMQUALCOMM INC$14.7M0.49%132,144CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$14.6M0.48%372,553CommonSOLE
02079K107GOOGALPHABET INC$13.9M0.46%105,747CommonSOLE
G29183103ETNEATON CORP PLC$13.4M0.44%62,741CommonSOLE
94106L109WMWASTE MGMT INC DEL$13.3M0.44%87,563CommonSOLE
46429B291QLTAISHARES TR$13.3M0.44%293,981CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$13.0M0.43%37,422CommonSOLE
713448108PEPPEPSICO INC$13.0M0.43%76,737CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$13.0M0.43%126,099CommonSOLE
482480100KLACKLA CORP$12.6M0.42%27,510CommonSOLE
031162100AMGNAMGEN INC$12.3M0.41%45,613CommonSOLE
231021106CMICUMMINS INC$12.2M0.40%53,352CommonSOLE
882508104TXNTEXAS INSTRS INC$11.9M0.39%74,806CommonSOLE
74340W103PLDPROLOGIS INC.$11.2M0.37%100,237CommonSOLE
464287804IJRISHARES TR$10.9M0.36%115,559CommonSOLE
78409V104SPGIS&P GLOBAL INC$10.6M0.35%28,973CommonSOLE
64110L106NFLXNETFLIX INC$10.5M0.35%27,808CommonSOLE
464287549IGMISHARES TR$10.5M0.35%27,432CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$10.3M0.34%178,015CommonSOLE
858119100STLDSTEEL DYNAMICS INC$10.2M0.34%95,366CommonSOLE
81762P102NOWSERVICENOW INC$10.2M0.34%18,290CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$10.0M0.33%12,134CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$9.9M0.33%49,016CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$9.9M0.33%28,231CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$9.8M0.33%225,130CommonSOLE
464288240ACWXISHARES TR$9.8M0.33%208,953CommonSOLE
461202103INTUINTUIT$9.8M0.32%19,087CommonSOLE
464287499IWRISHARES TR$9.7M0.32%140,426CommonSOLE
98978V103ZTSZOETIS INC$9.7M0.32%55,569CommonSOLE
580135101MCDMCDONALDS CORP$9.6M0.32%36,418CommonSOLE
464288158SUBISHARES TR$9.4M0.31%91,778CommonSOLE
464287234EEMISHARES TR$9.2M0.30%241,633CommonSOLE
87612E106TGTTARGET CORP$9.1M0.30%82,147CommonSOLE
H1467J104CBCHUBB LIMITED$9.0M0.30%43,382CommonSOLE
046353108AZNNASTRAZENECA PLC$8.7M0.29%128,985CommonSOLE
G54950103LINLINDE PLC$8.7M0.29%23,247CommonSOLE
337738108FISVFISERV INC$8.6M0.28%75,691CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$8.2M0.27%52,896CommonSOLE
126650100CVSCVS HEALTH CORP$8.2M0.27%118,037CommonSOLE
871829107SYYSYSCO CORP$8.1M0.27%122,026CommonSOLE
254687106DISDISNEY WALT CO$8.1M0.27%99,377CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$8.1M0.27%175,040CommonSOLE
91913Y100VLOVALERO ENERGY CORP$7.8M0.26%55,014CommonSOLE
002824100ABTABBOTT LABS$7.5M0.25%77,585CommonSOLE
060505104BACBANK AMERICA CORP$7.4M0.24%269,393CommonSOLE
92204A108VCRVANGUARD WORLD FDS$7.4M0.24%27,367CommonSOLE
717081103PFEPFIZER INC$7.3M0.24%221,414CommonSOLE
922908629VOVANGUARD INDEX FDS$7.3M0.24%35,119CommonSOLE
835699307SONYSONY GROUP CORP$7.0M0.23%84,516CommonSOLE
92204A504VHTVANGUARD WORLD FDS$6.9M0.23%29,437CommonSOLE
464287655IWMISHARES TR$6.9M0.23%38,847CommonSOLE
20030N101CMCSACOMCAST CORP NEW$6.8M0.22%153,112CommonSOLE
46436E551XJHISHARES TR$6.7M0.22%197,816CommonSOLE
922908751VBVANGUARD INDEX FDS$6.7M0.22%35,382CommonSOLE
532457108LLYELI LILLY & CO$6.7M0.22%12,411CommonSOLE
46435U663ESMLISHARES TR$6.7M0.22%197,807CommonSOLE
17275R102CSCOCISCO SYS INC$6.6M0.22%122,460CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$6.5M0.22%22,870CommonSOLE
G5960L103MDTMEDTRONIC PLC$6.5M0.21%82,625CommonSOLE
464288646IGSBISHARES TR$6.4M0.21%128,867CommonSOLE
855244109SBUXSTARBUCKS CORP$6.2M0.20%67,772CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$6.1M0.20%49,854CommonSOLE
252131107DXCMDEXCOM INC$6.1M0.20%65,518CommonSOLE
78464A474SPSBSPDR SER TR$6.1M0.20%207,927CommonSOLE
46434V647REETISHARES TR$6.0M0.20%283,477CommonSOLE
191216100KOCOCA COLA CO$5.8M0.19%102,994CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$5.7M0.19%168,262CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$5.6M0.19%32,171CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$5.6M0.19%168,676CommonSOLE
G46188101HZNPNHORIZON THERAPEUTICS PUB L$5.5M0.18%47,513CommonSOLE
464288638IGIBISHARES TR$5.5M0.18%112,701CommonSOLE
099724106BWABORGWARNER INC$5.3M0.18%132,452CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$5.3M0.18%8,437CommonSOLE
464287630IWNISHARES TR$5.2M0.17%38,316CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$4.9M0.16%19,618CommonSOLE
038222105AMATAPPLIED MATLS INC$4.9M0.16%35,592CommonSOLE
46434G863ESGEISHARES INC$4.9M0.16%162,553CommonSOLE
58933Y105MRKMERCK & CO INC$4.9M0.16%47,678CommonSOLE
443573100HUBSHUBSPOT INC$4.9M0.16%9,871CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$4.9M0.16%20,725CommonSOLE
65339F101NEENEXTERA ENERGY INC$4.8M0.16%83,190CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$4.6M0.15%19,620CommonSOLE
149123101CATCATERPILLAR INC$4.5M0.15%16,574CommonSOLE
85207H104PHYSSPROTT PHYSICAL GOLD TR$4.4M0.15%306,112CommonSOLE
921909768VXUSVANGUARD STAR FDS$4.4M0.15%81,804CommonSOLE
N07059210ASMLASML HOLDING N V$4.4M0.14%7,401CommonSOLE
464287101OEFISHARES TR$4.4M0.14%21,713CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$4.2M0.14%75,930CommonSOLE
22822V101CCICROWN CASTLE INC$4.2M0.14%45,162CommonSOLE
82452J109FOURSHIFT4 PMTS INC$4.1M0.14%74,482CommonSOLE
78464A672SPTISPDR SER TR$4.1M0.14%149,187CommonSOLE
458140100INTCINTEL CORP$4.1M0.14%114,664CommonSOLE
79466L302CRMSALESFORCE INC$4.1M0.14%20,100CommonSOLE
609207105MDLZMONDELEZ INTL INC$4.1M0.13%58,685CommonSOLE
11135F101AVGOBROADCOM INC$4.1M0.13%4,890CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$4.1M0.13%39,375CommonSOLE
464287671IUSGISHARES TR$3.9M0.13%41,406CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$3.9M0.13%56,631CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$3.9M0.13%40,100CommonSOLE
464288588MBBISHARES TR$3.9M0.13%43,476CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$3.9M0.13%76,117CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$3.8M0.13%19,201CommonSOLE
291011104EMREMERSON ELEC CO$3.8M0.13%39,720CommonSOLE
46434V456IQLTISHARES TR$3.7M0.12%109,141CommonSOLE
464287432TLTISHARES TR$3.5M0.12%39,861CommonSOLE
45765U103NSITINSIGHT ENTERPRISES INC$3.5M0.12%23,918CommonSOLE
92204A603VISVANGUARD WORLD FDS$3.4M0.11%17,660CommonSOLE
74624M102PPURE STORAGE INC$3.4M0.11%95,686CommonSOLE
78470E106EFAXSPDR INDEX SHS FDS$3.4M0.11%95,702CommonSOLE
26924G888ETF MANAGERS TR$3.4M0.11%67,165CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$3.3M0.11%7,477CommonSOLE
020002101ALLALLSTATE CORP$3.3M0.11%29,350CommonSOLE
595112103MUMICRON TECHNOLOGY INC$3.3M0.11%48,050CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$3.3M0.11%6,440CommonSOLE
464287663IUSVISHARES TR$3.3M0.11%43,680CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$3.3M0.11%100,482CommonSOLE
78464A664SPTLSPDR SER TR$3.2M0.11%122,433CommonSOLE
92204A207VDCVANGUARD WORLD FDS$3.2M0.11%17,465CommonSOLE
78464A839MDYVSPDR SER TR$3.2M0.11%48,887CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$3.2M0.10%13,761CommonSOLE
00287Y109ABBVABBVIE INC$3.1M0.10%21,113CommonSOLE
863667101SYKSTRYKER CORPORATION$3.1M0.10%11,437CommonSOLE
723787107PXDEURPIONEER NAT RES CO$3.1M0.10%13,591CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$3.1M0.10%6,718CommonSOLE
053332102AZOAUTOZONE INC$3.0M0.10%1,197CommonSOLE
30231G102XOMEXXON MOBIL CORP$3.0M0.10%25,805CommonSOLE
907818108UNPUNION PAC CORP$3.0M0.10%14,736CommonSOLE
46435G524IGROISHARES TR$3.0M0.10%50,540CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$3.0M0.10%17,815CommonSOLE
68389X105ORCLORACLE CORP$2.9M0.10%27,530CommonSOLE
036752103ELVELEVANCE HEALTH INC$2.9M0.09%6,567CommonSOLE
42809H107HESHESS CORP$2.9M0.09%18,687CommonSOLE
001055102AFLAFLAC INC$2.9M0.09%37,181CommonSOLE
464288182AAXJISHARES TR$2.8M0.09%44,293CommonSOLE
444859102HUMHUMANA INC$2.8M0.09%5,765CommonSOLE
23804L103DDOGDATADOG INC$2.8M0.09%30,205CommonSOLE
464288570DSIISHARES TR$2.7M0.09%33,728CommonSOLE
78468R101SPTSSPDR SER TR$2.7M0.09%94,705CommonSOLE
233051192EMCRDBX ETF TR$2.6M0.09%101,213CommonSOLE
26875P101EOGEOG RES INC$2.6M0.09%20,260CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$2.5M0.08%17,736CommonSOLE
438516106HONHONEYWELL INTL INC$2.4M0.08%13,116CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$2.4M0.08%22,120CommonSOLE
842587107SOSOUTHERN CO$2.4M0.08%36,529CommonSOLE
446413106HIIHUNTINGTON INGALLS INDS INC$2.3M0.08%11,322CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$2.3M0.08%26,123CommonSOLE
743315103PGRPROGRESSIVE CORP$2.2M0.07%16,084CommonSOLE
922280102VRNSVARONIS SYS INC$2.2M0.07%73,040CommonSOLE
81369Y860XLRESELECT SECTOR SPDR TR$2.2M0.07%65,084CommonSOLE
464288802SUSAISHARES TR$2.2M0.07%24,557CommonSOLE
78464A300SLYVSPDR SER TR$2.2M0.07%30,033CommonSOLE
053611109AVYAVERY DENNISON CORP$2.2M0.07%11,896CommonSOLE
172967424CCITIGROUP INC$2.2M0.07%52,445CommonSOLE
928881101VNTVONTIER CORPORATION$2.1M0.07%67,035CommonSOLE
803054204SAPSAP SE$2.1M0.07%15,988CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$2.1M0.07%14,635CommonSOLE
98419M100XYLXYLEM INC$2.0M0.07%22,371CommonSOLE
464287408IVEISHARES TR$2.0M0.07%13,053CommonSOLE
464287309IVWISHARES TR$2.0M0.07%29,316CommonSOLE
85209W109SPTSPROUT SOCIAL INC$2.0M0.07%39,964CommonSOLE
464288372IGFISHARES TR$2.0M0.07%45,955CommonSOLE
30034W106EVRGEVERGY INC$1.9M0.06%37,904CommonSOLE
464288323NYFISHARES TR$1.9M0.06%37,482CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$1.9M0.06%11,550CommonSOLE
46435G516ESGDISHARES TR$1.9M0.06%26,940CommonSOLE
90384S303ULTAULTA BEAUTY INC$1.8M0.06%4,579CommonSOLE
46641Q241BBAGJ P MORGAN EXCHANGE TRADED F$1.8M0.06%40,472CommonSOLE
465741106ITRIITRON INC$1.8M0.06%29,080CommonSOLE
46434V621DGROISHARES TR$1.8M0.06%35,366CommonSOLE
832696405SJMSMUCKER J M CO$1.7M0.06%14,192CommonSOLE
931142103WMTWALMART INC$1.7M0.06%10,797CommonSOLE
88160R101TSLATESLA INC$1.7M0.06%6,878CommonSOLE
22266M104COURCOURSERA INC$1.7M0.06%91,440CommonSOLE
025816109AXPAMERICAN EXPRESS CO$1.7M0.06%11,289CommonSOLE
808524607SCHASCHWAB STRATEGIC TR$1.7M0.06%40,623CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.7M0.06%19,320CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$1.7M0.06%6,962CommonSOLE
058498106BALLBALL CORP$1.6M0.05%33,091CommonSOLE
589889104MMSIMERIT MED SYS INC$1.6M0.05%23,033CommonSOLE
67092P300NULVNUSHARES ETF TR$1.6M0.05%47,323CommonSOLE
278642103EBAYEBAY INC.$1.6M0.05%35,574CommonSOLE
29355A107ENPHENPHASE ENERGY INC$1.6M0.05%13,043CommonSOLE
833445109SNOWSNOWFLAKE INC$1.6M0.05%10,216CommonSOLE
718172109PMPHILIP MORRIS INTL INC$1.5M0.05%16,667CommonSOLE
278865100ECLECOLAB INC$1.5M0.05%9,039CommonSOLE
701094104PHPARKER-HANNIFIN CORP$1.5M0.05%3,907CommonSOLE
009158106APDAIR PRODS & CHEMS INC$1.5M0.05%5,353CommonSOLE
052769106ADSKAUTODESK INC$1.5M0.05%7,230CommonSOLE
548661107LOWLOWES COS INC$1.5M0.05%7,138CommonSOLE
686688102ORAORMAT TECHNOLOGIES INC$1.5M0.05%20,889CommonSOLE
808524706SCHESCHWAB STRATEGIC TR$1.5M0.05%60,989CommonSOLE
H84989104TEL1USDTE CONNECTIVITY LTD$1.4M0.05%11,710CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$1.4M0.05%3,574CommonSOLE
464287564ICFISHARES TR$1.4M0.05%27,894CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$1.4M0.05%19,625CommonSOLE
316773100FITBFIFTH THIRD BANCORP$1.4M0.05%54,378CommonSOLE
89832Q109TFCTRUIST FINL CORP$1.4M0.05%48,083CommonSOLE
81141R100SESEA LTD$1.3M0.04%30,101CommonSOLE
125141101CECOCECO ENVIRONMENTAL CORP$1.3M0.04%82,137CommonSOLE
16359R103CHECHEMED CORP NEW$1.3M0.04%2,508CommonSOLE
75960P104RELYREMITLY GLOBAL INC$1.2M0.04%49,444CommonSOLE
72201R866MUNIPIMCO ETF TR$1.2M0.04%24,695CommonSOLE
88162G103TTEKTETRA TECH INC NEW$1.2M0.04%8,122CommonSOLE
436440101HO1HOLOGIC INC$1.2M0.04%17,018CommonSOLE
02005N100ALLYALLY FINL INC$1.2M0.04%44,142CommonSOLE
384802104GWWGRAINGER W W INC$1.2M0.04%1,688CommonSOLE
78463V107GLDSPDR GOLD TR$1.2M0.04%6,795CommonSOLE
78468R663BILSPDR SER TR$1.1M0.04%12,419CommonSOLE
91680M107UPSTUPSTART HLDGS INC$1.1M0.04%39,531CommonSOLE
15135B101CNCCENTENE CORP DEL$1.1M0.04%16,308CommonSOLE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$1.1M0.04%129,239CommonSOLE
89151E109TTENTOTALENERGIES SE$1.1M0.04%16,676CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$1.1M0.04%20,566CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$1.1M0.04%8,753CommonSOLE
46435G193SUSCISHARES TR$1.1M0.04%49,764CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$1.1M0.04%14,872CommonSOLE
753422104RPDRAPID7 INC$1.1M0.04%23,358CommonSOLE
693506107PPGPPG INDS INC$1.1M0.04%8,237CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$1.1M0.04%20,070CommonSOLE
464287739IYRISHARES TR$1.1M0.04%13,587CommonSOLE
92204A876VPUVANGUARD WORLD FDS$1.0M0.03%8,216CommonSOLE
41068X100HASIHANNON ARMSTRONG SUST INFR C$1.0M0.03%49,414CommonSOLE
91688F104UPWKUPWORK INC$1.0M0.03%92,045CommonSOLE
808524102SCHBSCHWAB STRATEGIC TR$1.0M0.03%20,720CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$1.0M0.03%6,306CommonSOLE
086516101BBYBEST BUY INC$1.0M0.03%14,452CommonSOLE
12572Q105CMECME GROUP INC$999,2980.03%4,991CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$993,0320.03%322CommonSOLE
097023105BABOEING CO$965,8760.03%5,039CommonSOLE
369604301GEGENERAL ELECTRIC CO$963,1120.03%8,712CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$959,9640.03%5,963CommonSOLE
806882106SCHN1EURSCHNITZER STEEL INDS INC$959,1540.03%34,440CommonSOLE
750917106RMBSRAMBUS INC DEL$957,0770.03%17,155CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$951,6260.03%10,528CommonSOLE
98980G102ZSZSCALER INC$950,0330.03%6,106CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$933,0300.03%7,247CommonSOLE
39874R101GOGROCERY OUTLET HLDG CORP$924,0370.03%32,029CommonSOLE
05969A105TBBKBANCORP INC DEL$922,3580.03%26,735CommonSOLE
88588G109TSMETHRIVENT ETF TRUST$899,9580.03%32,345CommonSOLE
25401T603DBRGDIGITALBRIDGE GROUP INC$898,3380.03%51,100CommonSOLE
201723103CMCCOMMERCIAL METALS CO$896,4950.03%18,144CommonSOLE
816851109SRESEMPRA$894,2540.03%13,145CommonSOLE
369550108GDGENERAL DYNAMICS CORP$886,2000.03%4,011CommonSOLE
256677105DGDOLLAR GEN CORP NEW$885,2290.03%8,367CommonSOLE
46116X101ITCIEURINTRA-CELLULAR THERAPIES INC$879,2790.03%16,880CommonSOLE
H42097107UBSUBS GROUP AG$875,8150.03%35,530CommonSOLE
44925C103ICFIICF INTL INC$872,6110.03%7,223CommonSOLE
46434G103IEMGISHARES INC$869,6600.03%18,274CommonSOLE
03076C106AMPAMERIPRISE FINL INC$863,7620.03%2,620CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$854,0420.03%9,859CommonSOLE
744320102PRUPRUDENTIAL FINL INC$841,1050.03%8,864CommonSOLE
92204A884VOXVANGUARD WORLD FDS$838,1540.03%7,968CommonSOLE
80105N105SNYSANOFI$837,4810.03%15,613CommonSOLE
09260D107BXBLACKSTONE INC$837,4420.03%7,816CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$835,5900.03%6,914CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$834,1820.03%12,722CommonSOLE
533535100LINCLINCOLN EDL SVCS CORP$828,4800.03%98,045CommonSOLE
368736104GNRCGENERAC HLDGS INC$827,6600.03%7,596CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$820,6710.03%19,242CommonSOLE
46432F834IXUSISHARES TR$816,1640.03%13,605CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$811,6840.03%4,122CommonSOLE
892331307TMTOYOTA MOTOR CORP$811,0320.03%4,512CommonSOLE
78468R796SPYXSPDR SER TR$807,1250.03%23,240CommonSOLE
767204100RIORIO TINTO PLC$802,8820.03%12,616CommonSOLE
088606108BHPBHP GROUP LTD$792,7930.03%13,938CommonSOLE
184499101CLNECLEAN ENERGY FUELS CORP$789,5700.03%206,154CommonSOLE
427866108HSYHERSHEY CO$785,9140.03%3,928CommonSOLE
00857U107AGILON HEALTH INC$777,0360.03%43,752CommonSOLE
075887109BDXBECTON DICKINSON & CO$773,2630.03%2,991CommonSOLE
02209S103MOALTRIA GROUP INC$761,6100.03%18,112CommonSOLE
32054K103FRFIRST INDL RLTY TR INC$761,4400.03%16,000CommonSOLE
18539C105NY4BCLEARWAY ENERGY INC$758,7330.03%38,089CommonSOLE
49803T300KRGKITE RLTY GROUP TR$758,2680.03%35,400CommonSOLE
464287556IBBISHARES TR$754,7740.03%6,172CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$753,6940.02%5,372CommonSOLE
922042676VNQIVANGUARD INTL EQUITY INDEX F$752,4590.02%19,329CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$749,5000.02%50,000CommonSOLE
670100205NVONOVO-NORDISK A S$744,8900.02%8,191CommonSOLE
011659109ALKALASKA AIR GROUP INC$740,7470.02%19,977CommonSOLE
53115L104LBRTLIBERTY ENERGY INC$738,9480.02%39,900CommonSOLE
923454102VERITIV CORP$729,9860.02%4,322CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$729,8450.02%2,815CommonSOLE
29250N105ENBENBRIDGE INC$727,1880.02%21,910CommonSOLE
464287473IWSISHARES TR$720,8850.02%6,909CommonSOLE
90278Q108UFPIUFP INDUSTRIES INC$712,9090.02%6,962CommonSOLE
12685J105CABOCABLE ONE INC$708,6220.02%1,151CommonSOLE
904767704UNILEVER PLC$708,0500.02%14,333CommonSOLE
06738C778DJPBARCLAYS BANK PLC$707,0800.02%22,000CommonSOLE
92204A405VFHVANGUARD WORLD FDS$703,0410.02%8,753CommonSOLE
50202P105LICYUSDLI-CYCLE HOLDINGS CORP$694,4830.02%195,629CommonSOLE
42234Q102HTLFEURHEARTLAND FINL USA INC$690,5750.02%23,465CommonSOLE
78463X848CWISPDR INDEX SHS FDS$686,9890.02%27,601CommonSOLE
047649108ATKRATKORE INC$686,2740.02%4,600CommonSOLE
093712107BEBLOOM ENERGY CORP$684,7460.02%51,640CommonSOLE
464287614IWFISHARES TR$683,3280.02%2,569CommonSOLE
034164103ANDEANDERSONS INC$679,9320.02%13,200CommonSOLE
464287598IWDISHARES TR$679,5460.02%4,476CommonSOLE
G0585R106AGOASSURED GUARANTY LTD$674,7370.02%11,149CommonSOLE
69318G106PBFPBF ENERGY INC$674,4780.02%12,600CommonSOLE
29084Q100EMEEMCOR GROUP INC$673,2480.02%3,200CommonSOLE
00676P107ADEAADEIA INC$670,7040.02%62,800CommonSOLE
87615L107THTARGET HOSPITALITY CORP$666,3250.02%41,960CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$665,5870.02%6,442CommonSOLE
58155Q103MCKMCKESSON CORP$660,1020.02%1,518CommonSOLE
29670E107EPRTESSENTIAL PPTYS RLTY TR INC$654,3720.02%30,253CommonSOLE
374689107ROCKGIBRALTAR INDS INC$648,0960.02%9,600CommonSOLE
65343C102NEXTGEN HEALTHCARE INC$645,4560.02%27,200CommonSOLE
87265H109T86TRI POINTE HOMES INC$640,8930.02%23,433CommonSOLE
55305B101MHOM/I HOMES INC$638,7040.02%7,600CommonSOLE
Y7542C130STNGSCORPIO TANKERS INC$633,2040.02%11,700CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$632,5080.02%7,292CommonSOLE
464287689IWVISHARES TR$628,5790.02%2,565CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$621,7620.02%8,787CommonSOLE
248019101DLXDELUXE CORP$618,1940.02%32,726CommonSOLE
859241101STRLSTERLING INFRASTRUCTURE INC$617,2320.02%8,400CommonSOLE
902788108UMBFUMB FINL CORP$616,0940.02%9,929CommonSOLE
74762E102QUREQUANTA SVCS INC$614,7120.02%3,286CommonSOLE
384637104GHCGRAHAM HLDGS CO$613,8990.02%1,053CommonSOLE
25434V724DFUVDIMENSIONAL ETF TRUST$613,8570.02%18,044CommonSOLE
76665T102REPXRILEY EXPLORATION PERMIAN IN$612,8160.02%19,277CommonSOLE
29283F103ESMTUSDENGAGESMART INC$612,1100.02%34,025CommonSOLE
88579Y101MMM3M CO$611,1980.02%6,529CommonSOLE
82981J109SITCUSDSITE CTRS CORP$610,3350.02%49,500CommonSOLE
37733W204GSKGSK PLC$610,2690.02%16,835CommonSOLE
98389B100XELXCEL ENERGY INC$601,3820.02%10,510CommonSOLE
92204A801VAWVANGUARD WORLD FDS$600,6030.02%3,481CommonSOLE
G0692U109AXSAXIS CAP HLDGS LTD$597,5220.02%10,600CommonSOLE
205887102CAGCONAGRA BRANDS INC$595,5620.02%21,720CommonSOLE
464288257ACWIISHARES TR$594,9000.02%6,440CommonSOLE
88076W103TDCTERADATA CORP DEL$594,2640.02%13,200CommonSOLE
244199105DEDEERE & CO$593,2410.02%1,572CommonSOLE
68404L201OPCHOPTION CARE HEALTH INC$590,7430.02%18,261CommonSOLE
800422107JBSSSANFILIPPO JOHN B & SON INC$586,9710.02%5,941CommonSOLE
457187102INGRINGREDION INC$580,5600.02%5,900CommonSOLE
95082P105WCCWESCO INTL INC$580,3140.02%4,035CommonSOLE
293712105EFSCENTERPRISE FINL SVCS CORP$580,2380.02%15,473CommonSOLE
192576106COHUCOHU INC$579,3840.02%16,823CommonSOLE
52472M101LEGHLEGACY HOUSING CORP$578,4960.02%29,804CommonSOLE
410495204HAFCHANMI FINL CORP$578,1610.02%35,623CommonSOLE
733174700BPOPPOPULAR INC$573,3910.02%9,100CommonSOLE
928254101VIRTVIRTU FINL INC$573,3640.02%33,200CommonSOLE
398433102GFFGRIFFON CORP$571,9220.02%14,417CommonSOLE
320209109FFBCFIRST FINL BANCORP OH$571,5950.02%29,163CommonSOLE
320817109FRMEFIRST MERCHANTS CORP$567,5280.02%20,400CommonSOLE
674215207CHRDCHORD ENERGY CORPORATION$567,2450.02%3,500CommonSOLE
09739D100BCCBOISE CASCADE CO DEL$566,7200.02%5,500CommonSOLE
12621E103CNOCNO FINL GROUP INC$562,4010.02%23,700CommonSOLE
48666K109KBHKB HOME$559,9880.02%12,100CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$559,9680.02%7,875CommonSOLE
88830M102TWITITAN INTL INC ILL$557,1030.02%41,482CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$548,8350.02%29,893CommonSOLE
83946P107SPFISOUTH PLAINS FINANCIAL INC$548,0220.02%20,727CommonSOLE
39304D102GDOTGREEN DOT CORP$546,9200.02%39,262CommonSOLE
370334104GISGENERAL MLS INC$544,7060.02%8,512CommonSOLE
46284V101IRMIRON MTN INC DEL$542,8380.02%9,131CommonSOLE
703481101PTENPATTERSON-UTI ENERGY INC$542,5000.02%39,198CommonSOLE
397624107GEFGREIF INC$541,1610.02%8,100CommonSOLE
12504L109CBRECBRE GROUP INC$534,5990.02%7,238CommonSOLE
941848103WATWATERS CORP$533,0640.02%1,944CommonSOLE
552690109MDUMDU RES GROUP INC$532,5760.02%27,200CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$531,4770.02%1CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$530,1670.02%30,522CommonSOLE
700517105PKPARK HOTELS & RESORTS INC$527,2960.02%42,800CommonSOLE
91704F104UEURBAN EDGE PPTYS$517,3140.02%33,900CommonSOLE
78464A763SDYSPDR SER TR$509,4940.02%4,430CommonSOLE
78454L100SMSM ENERGY CO$507,5200.02%12,800CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$499,3380.02%3,774CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$496,6600.02%2,446CommonSOLE
353469109FCFRANKLIN COVEY CO$491,0910.02%11,442CommonSOLE
126408103CSXCSX CORP$490,7700.02%15,960CommonSOLE
781846209RUSHARUSH ENTERPRISES INC$489,9600.02%12,000CommonSOLE
67103X102OFGOFG BANCORP$489,0470.02%16,378CommonSOLE
92189F817VNMVANECK ETF TRUST$486,0860.02%35,900CommonSOLE
654106103NKENIKE INC$483,2030.02%5,053CommonSOLE
62886E108VYXNCR CORP NEW$482,7630.02%17,900CommonSOLE
607828100MODMODINE MFG CO$482,6630.02%10,550CommonSOLE
464287754IYJISHARES TR$481,8510.02%4,776CommonSOLE
65473P105NINISOURCE INC$481,5070.02%19,510CommonSOLE
012653101ALBALBEMARLE CORP$477,3020.02%2,807CommonSOLE
372284208GNEGENIE ENERGY LTD$475,7790.02%32,300CommonSOLE
464287481IWPISHARES TR$474,8370.02%5,198CommonSOLE
74965L101RLJRLJ LODGING TR$473,8360.02%48,400CommonSOLE
279158109ECECOPETROL S A$466,0950.02%40,250CommonSOLE
78470E205EEMXSPDR INDEX SHS FDS$463,9960.02%16,004CommonSOLE
178867107CIVBCIVISTA BANCSHARES INC$459,8230.02%29,666CommonSOLE
637417106NNNNNN REIT INC$459,4200.02%13,000CommonSOLE
40434L105HPQHP INC$459,0050.02%17,860CommonSOLE
90346E103SLCAUSDU S SILICA HLDGS INC$454,9520.02%32,404CommonSOLE
224408104CRCRANE COMPANY$454,8610.02%5,120CommonSOLE
464287705IJJISHARES TR$454,7910.02%4,506CommonSOLE
78468R739SHMSPDR SER TR$453,9320.02%9,819CommonSOLE
077454106BDCBELDEN INC$453,7850.02%4,700CommonSOLE
16411R208LNGCHENIERE ENERGY INC$452,4070.01%2,726CommonSOLE
10576N102BRZEBRAZE INC$445,3370.01%9,530CommonSOLE
313745101FRTFEDERAL RLTY INVT TR NEW$443,5430.01%4,894CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$439,2590.01%2,827CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$436,5800.01%394CommonSOLE
M7S64H106MNDYMONDAY COM LTD$435,4670.01%2,735CommonSOLE
62482R10707WAMR COOPER GROUP INC$433,8360.01%8,100CommonSOLE
018522300AEBAALLETE INC$431,2180.01%8,167CommonSOLE
00508Y102AYIACUITY BRANDS INC$429,8620.01%2,524CommonSOLE
464287168DVYISHARES TR$428,1920.01%3,978CommonSOLE
460690100IPGINTERPUBLIC GROUP COS INC$427,4640.01%14,915CommonSOLE
077347300BELFBBEL FUSE INC$427,2370.01%8,953CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$421,5540.01%820CommonSOLE
056525108BMIBADGER METER INC$420,6760.01%2,924CommonSOLE
282559103ETNBGBP89BIO INC$419,8440.01%27,192CommonSOLE
154760409CPFCENTRAL PAC FINL CORP$415,3320.01%24,900CommonSOLE
252784301DRHDIAMONDROCK HOSPITALITY CO$412,0270.01%51,311CommonSOLE
75574U101RCREADY CAPITAL CORP$409,4550.01%40,500CommonSOLE
98980F104GTMZOOMINFO TECHNOLOGIES INC$408,6880.01%24,920CommonSOLE
398905109GPIGROUP 1 AUTOMOTIVE INC$403,0650.01%1,500CommonSOLE
Y2106R110LPGDORIAN LPG LTD$402,2200.01%14,000CommonSOLE
92343X100VTYVERINT SYS INC$399,9110.01%17,395CommonSOLE
74767V109QSQUANTUMSCAPE CORP$399,4800.01%59,713CommonSOLE
95040Q104WELLWELLTOWER INC$399,4420.01%4,876CommonSOLE
066849100BHBBAR HBR BANKSHARES$394,6450.01%16,701CommonSOLE
88337F105ODP1THE ODP CORP$392,2750.01%8,500CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$390,0710.01%7,067CommonSOLE
92204A306VDEVANGUARD WORLD FDS$389,7260.01%3,075CommonSOLE
75513E101RTXRTX CORPORATION$389,6100.01%5,414CommonSOLE
552848103MTGMGIC INVT CORP WIS$387,8760.01%23,240CommonSOLE
30161N101EXCEXELON CORP$386,7430.01%10,234CommonSOLE
576485205MTDRMATADOR RES CO$386,6200.01%6,500CommonSOLE
830879102SKYWSKYWEST INC$385,8480.01%9,200CommonSOLE
921910816MGKVANGUARD WORLD FD$385,7300.01%1,700CommonSOLE
756109104OREALTY INCOME CORP$384,5380.01%7,700CommonSOLE
666762109NRIMNORTHRIM BANCORP INC$380,3520.01%9,600CommonSOLE
759351604RGAREINSURANCE GRP OF AMERICA I$379,3810.01%2,613CommonSOLE
88162F105TTITETRA TECHNOLOGIES INC DEL$377,6960.01%59,200CommonSOLE
14174T107CTRECARETRUST REIT INC$377,2000.01%18,400CommonSOLE
922908744VTVVANGUARD INDEX FDS$375,5830.01%2,723CommonSOLE
46435G425ESGUISHARES TR$374,7010.01%3,990CommonSOLE
59540G107MPBMID PENN BANCORP INC$370,9960.01%18,430CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$369,6660.01%3,967CommonSOLE
502160104LXULSB INDS INC$368,2080.01%35,993CommonSOLE
69888T207PARRPAR PAC HOLDINGS INC$366,5880.01%10,200CommonSOLE
206787103CNDTCONDUENT INC$365,5570.01%105,045CommonSOLE
366505105GTXGARRETT MOTION INC$363,2680.01%46,100CommonSOLE
464287226AGGISHARES TR$361,5840.01%3,845CommonSOLE
554225102MACATAWA BK CORP$359,2960.01%40,100CommonSOLE
957090103WABCWESTAMERICA BANCORPORATION$358,9750.01%8,300CommonSOLE
825698103SPARUSDSHYFT GROUP INC$358,2650.01%23,932CommonSOLE
P31076105CPACOPA HOLDINGS SA$356,4800.01%4,000CommonSOLE
92840M102VSTVISTRA CORP$353,4670.01%10,653CommonSOLE
46138E354SPLVINVESCO EXCH TRADED FD TR II$350,4290.01%5,961CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$348,5760.01%21,786CommonSOLE
31154R109FPIFARMLAND PARTNERS INC$347,8140.01%33,900CommonSOLE
587376104MBWMMERCANTILE BK CORP$347,2120.01%11,233CommonSOLE
55345K10337MMRC GLOBAL INC$346,5530.01%33,810CommonSOLE
53263P105LMBLIMBACH HLDGS INC$345,8570.01%10,900CommonSOLE
G48833118WFRDWEATHERFORD INTL PLC$345,7830.01%3,828CommonSOLE
55405W104MYRGMYR GROUP INC DEL$344,3120.01%2,555CommonSOLE
680033107ONBOLD NATL BANCORP IND$343,1440.01%23,600CommonSOLE
518439104ELLAUDER ESTEE COS INC$340,7040.01%2,357CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$339,6530.01%5,810CommonSOLE
00766T100ACMAECOM$338,8030.01%4,080CommonSOLE

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.