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BAILARD, INC.

Q1 2024 · 13F-HR

BAILARD, INC.holdings as filed

Filed 2024-05-08 · accession 0001172661-24-002070

$3.62B
Reported value
731
Positions
2024-03-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 731

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$192.0M5.30%456,382CommonSOLE
037833100AAPLAPPLE INC$150.9M4.17%880,075CommonSOLE
46090E103QQQINVESCO QQQ TR$121.6M3.36%273,882CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$108.6M3.00%207,636CommonSOLE
464287465EFAISHARES TR$102.5M2.83%1,284,099CommonSOLE
02079K305GOOGLALPHABET INC$79.7M2.20%528,224CommonSOLE
464287630IWNISHARES TR$77.6M2.14%488,393CommonSOLE
67066G104NVDANVIDIA CORPORATION$68.7M1.90%76,026CommonSOLE
46432F842IEFAISHARES TR$62.3M1.72%839,693CommonSOLE
922908769VTIVANGUARD INDEX FDS$61.5M1.70%236,580CommonSOLE
92204A702VGTVANGUARD WORLD FD$60.1M1.66%114,571CommonSOLE
47103U852JMBSJANUS DETROIT STR TR$54.4M1.50%1,206,615CommonSOLE
375558103GILDGILEAD SCIENCES INC$49.3M1.36%672,641CommonSOLE
023135106AMZNAMAZON COM INC$47.2M1.30%261,569CommonSOLE
92826C839VVISA INC$45.6M1.26%163,221CommonSOLE
922908611VBRVANGUARD INDEX FDS$44.8M1.24%233,416CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$38.3M1.06%77,475CommonSOLE
464288356CMFISHARES TR$38.1M1.05%662,709CommonSOLE
464287200IVVISHARES TR$37.7M1.04%71,726CommonSOLE
72201R866MUNIPIMCO ETF TR$35.5M0.98%677,169CommonSOLE
46429B267GOVTISHARES TR$35.2M0.97%1,547,879CommonSOLE
30303M102METAMETA PLATFORMS INC$32.8M0.91%67,544CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$31.6M0.87%538,902CommonSOLE
922908363VOOVANGUARD INDEX FDS$31.5M0.87%65,593CommonSOLE
437076102HDHOME DEPOT INC$31.5M0.87%82,185CommonSOLE
464287879IJSISHARES TR$31.5M0.87%306,387CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$29.1M0.80%39,702CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$27.2M0.75%135,939CommonSOLE
00724F101ADBEADOBE INC$26.9M0.74%53,271CommonSOLE
464288414MUBISHARES TR$26.9M0.74%249,570CommonSOLE
742718109PGPROCTER AND GAMBLE CO$26.5M0.73%163,513CommonSOLE
46436E858IBTGISHARES TR$25.5M0.70%1,121,559CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$25.0M0.69%120,134CommonSOLE
78468R721TFISPDR SER TR$24.6M0.68%529,965CommonSOLE
20825C104COPCONOCOPHILLIPS$23.7M0.65%185,816CommonSOLE
478160104JNJJOHNSON & JOHNSON$23.0M0.63%145,430CommonSOLE
09247X101BLKCHFBLACKROCK INC$22.4M0.62%26,851CommonSOLE
747525103QCOMQUALCOMM INC$22.2M0.61%131,290CommonSOLE
235851102DHRDANAHER CORPORATION$22.2M0.61%88,876CommonSOLE
872540109TJXTJX COS INC NEW$21.8M0.60%215,179CommonSOLE
617446448MSMORGAN STANLEY$20.3M0.56%215,988CommonSOLE
G29183103ETNEATON CORP PLC$20.3M0.56%64,927CommonSOLE
464287507IJHISHARES TR$20.2M0.56%331,981CommonSOLE
94106L109WMWASTE MGMT INC DEL$19.3M0.53%90,415CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$19.3M0.53%55,568CommonSOLE
482480100KLACKLA CORP$19.2M0.53%27,538CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$19.1M0.53%140,602CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$18.8M0.52%104,283CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$18.7M0.52%370,392CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$18.4M0.51%61,338CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$16.2M0.45%38,740CommonSOLE
231021106CMICUMMINS INC$16.0M0.44%54,448CommonSOLE
02079K107GOOGALPHABET INC$15.9M0.44%104,234CommonSOLE
87612E106TGTTARGET CORP$15.2M0.42%85,708CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$14.9M0.41%357,454CommonSOLE
64110L106NFLXNETFLIX INC$14.2M0.39%23,435CommonSOLE
858119100STLDSTEEL DYNAMICS INC$14.0M0.39%94,711CommonSOLE
464288240ACWXISHARES TR$13.7M0.38%257,503CommonSOLE
464287549IGMISHARES TR$13.5M0.37%156,937CommonSOLE
46429B291QLTAISHARES TR$13.4M0.37%282,411CommonSOLE
031162100AMGNAMGEN INC$13.3M0.37%46,658CommonSOLE
922908553VNQVANGUARD INDEX FDS$13.1M0.36%151,922CommonSOLE
74340W103PLDPROLOGIS INC.$13.1M0.36%100,476CommonSOLE
713448108PEPPEPSICO INC$13.1M0.36%74,590CommonSOLE
464287804IJRISHARES TR$12.8M0.35%116,170CommonSOLE
78409V104SPGIS&P GLOBAL INC$12.6M0.35%29,669CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$12.5M0.35%162,635CommonSOLE
254687106DISDISNEY WALT CO$12.3M0.34%100,499CommonSOLE
337738108FISVFISERV INC$12.3M0.34%76,903CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$12.1M0.33%28,691CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$11.9M0.33%237,251CommonSOLE
166764100CVXCHEVRON CORP NEW$11.9M0.33%75,409CommonSOLE
882508104TXNTEXAS INSTRS INC$11.8M0.33%67,775CommonSOLE
H1467J104CBCHUBB LIMITED$11.7M0.32%45,210CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$11.7M0.32%12,144CommonSOLE
464287499IWRISHARES TR$11.6M0.32%137,610CommonSOLE
98978V103ZTSZOETIS INC$11.5M0.32%68,086CommonSOLE
461202103INTUINTUIT$11.3M0.31%17,402CommonSOLE
G54950103LINLINDE PLC$10.9M0.30%23,518CommonSOLE
81762P102NOWSERVICENOW INC$10.9M0.30%14,232CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$10.6M0.29%155,065CommonSOLE
060505104BACBANK AMERICA CORP$10.2M0.28%268,095CommonSOLE
580135101MCDMCDONALDS CORP$10.2M0.28%36,023CommonSOLE
871829107SYYSYSCO CORP$9.9M0.27%122,335CommonSOLE
464287234EEMISHARES TR$9.9M0.27%241,558CommonSOLE
532457108LLYELI LILLY & CO$9.8M0.27%12,551CommonSOLE
68389X105ORCLORACLE CORP$9.7M0.27%77,130CommonSOLE
91913Y100VLOVALERO ENERGY CORP$9.5M0.26%55,743CommonSOLE
464288158SUBISHARES TR$9.5M0.26%90,364CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$9.3M0.26%62,269CommonSOLE
922908629VOVANGUARD INDEX FDS$8.9M0.24%35,475CommonSOLE
002824100ABTABBOTT LABS$8.8M0.24%77,219CommonSOLE
G25508105CRHCRH PLC$8.7M0.24%101,042CommonSOLE
252131107DXCMDEXCOM INC$8.6M0.24%62,024CommonSOLE
046353108AZNNASTRAZENECA PLC$8.5M0.24%125,813CommonSOLE
92204A108VCRVANGUARD WORLD FD$8.4M0.23%26,371CommonSOLE
464287655IWMISHARES TR$8.2M0.23%39,171CommonSOLE
46436E551XJHISHARES TR$8.2M0.23%199,467CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$8.1M0.22%50,264CommonSOLE
922908751VBVANGUARD INDEX FDS$8.1M0.22%35,382CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$8.1M0.22%8,287CommonSOLE
464287440IEFISHARES TR$7.8M0.22%82,419CommonSOLE
46435U663ESMLISHARES TR$7.8M0.21%193,010CommonSOLE
464288638IGIBISHARES TR$7.6M0.21%147,157CommonSOLE
N07059210ASMLASML HOLDING N V$7.6M0.21%7,808CommonSOLE
464287739IYRISHARES TR$7.5M0.21%83,173CommonSOLE
191216100KOCOCA COLA CO$7.5M0.21%121,907CommonSOLE
92204A504VHTVANGUARD WORLD FD$7.4M0.21%27,517CommonSOLE
595112103MUMICRON TECHNOLOGY INC$7.1M0.20%60,449CommonSOLE
46434V647REETISHARES TR$7.1M0.20%299,710CommonSOLE
G5960L103MDTMEDTRONIC PLC$7.1M0.20%81,429CommonSOLE
464288646IGSBISHARES TR$7.0M0.19%137,395CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$6.9M0.19%164,547CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$6.9M0.19%23,572CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$6.8M0.19%24,038CommonSOLE
20030N101CMCSACOMCAST CORP NEW$6.7M0.19%154,725CommonSOLE
443573100HUBSHUBSPOT INC$6.5M0.18%10,336CommonSOLE
11135F101AVGOBROADCOM INC$6.5M0.18%4,875CommonSOLE
17275R102CSCOCISCO SYS INC$6.5M0.18%129,248CommonSOLE
654106103NKENIKE INC$6.2M0.17%66,475CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$6.2M0.17%158,636CommonSOLE
78464A672SPTISPDR SER TR$6.2M0.17%219,638CommonSOLE
74624M102PPURE STORAGE INC$6.2M0.17%118,797CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$6.1M0.17%41,257CommonSOLE
717081103PFEPFIZER INC$6.1M0.17%219,034CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$6.1M0.17%18,892CommonSOLE
79466L302CRMSALESFORCE INC$6.0M0.17%20,070CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$6.0M0.17%28,169CommonSOLE
78464A474SPSBSPDR SER TR$5.9M0.16%198,235CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$5.9M0.16%18,885CommonSOLE
038222105AMATAPPLIED MATLS INC$5.8M0.16%28,131CommonSOLE
58933Y105MRKMERCK & CO INC$5.7M0.16%42,902CommonSOLE
86562M209SMFGSUMITOMO MITSUI FINL GROUP I$5.6M0.15%95,000CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$5.5M0.15%40,190CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$5.5M0.15%75,929CommonSOLE
464287101OEFISHARES TR$5.4M0.15%21,703CommonSOLE
45765U103NSITINSIGHT ENTERPRISES INC$5.3M0.15%28,774CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$5.3M0.15%55,756CommonSOLE
855244109SBUXSTARBUCKS CORP$5.3M0.15%58,258CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$5.3M0.15%19,420CommonSOLE
85207H104PHYSSPROTT PHYSICAL GOLD TR$5.2M0.14%299,430CommonSOLE
020002101ALLALLSTATE CORP$5.0M0.14%29,125CommonSOLE
464287648IWOISHARES TR$5.0M0.14%18,597CommonSOLE
921909768VXUSVANGUARD STAR FDS$5.0M0.14%83,271CommonSOLE
92204A306VDEVANGUARD WORLD FD$5.0M0.14%37,987CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$4.9M0.14%78,920CommonSOLE
458140100INTCINTEL CORP$4.9M0.13%110,334CommonSOLE
149123101CATCATERPILLAR INC$4.8M0.13%13,037CommonSOLE
78470E106EFAXSPDR INDEX SHS FDS$4.7M0.13%114,214CommonSOLE
291011104EMREMERSON ELEC CO$4.6M0.13%40,973CommonSOLE
922280102VRNSVARONIS SYS INC$4.4M0.12%92,860CommonSOLE
46434V456IQLTISHARES TR$4.4M0.12%109,929CommonSOLE
78464A664SPTLSPDR SER TR$4.3M0.12%155,431CommonSOLE
099724106BWABORGWARNER INC$4.3M0.12%124,243CommonSOLE
65339F101NEENEXTERA ENERGY INC$4.3M0.12%66,945CommonSOLE
46434G863ESGEISHARES INC$4.3M0.12%132,081CommonSOLE
464288588MBBISHARES TR$4.2M0.11%44,967CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$4.1M0.11%16,595CommonSOLE
23804L103DDOGDATADOG INC$4.1M0.11%33,090CommonSOLE
92204A603VISVANGUARD WORLD FD$4.0M0.11%16,435CommonSOLE
863667101SYKSTRYKER CORPORATION$4.0M0.11%11,107CommonSOLE
172967424CCITIGROUP INC$3.9M0.11%61,534CommonSOLE
609207105MDLZMONDELEZ INTL INC$3.9M0.11%55,581CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$3.8M0.11%91,606CommonSOLE
78464A839MDYVSPDR SER TR$3.8M0.11%50,071CommonSOLE
00287Y109ABBVABBVIE INC$3.8M0.10%20,765CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$3.8M0.10%6,780CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$3.8M0.10%14,036CommonSOLE
464287663IUSVISHARES TR$3.8M0.10%41,508CommonSOLE
053332102AZOAUTOZONE INC$3.7M0.10%1,180CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$3.7M0.10%6,309CommonSOLE
907818108UNPUNION PAC CORP$3.6M0.10%14,501CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$3.5M0.10%7,319CommonSOLE
46435G524IGROISHARES TR$3.4M0.10%51,145CommonSOLE
464288570DSIISHARES TR$3.4M0.09%33,973CommonSOLE
30231G102XOMEXXON MOBIL CORP$3.4M0.09%29,046CommonSOLE
835699307SONYSONY GROUP CORP$3.4M0.09%39,285CommonSOLE
743315103PGRPROGRESSIVE CORP$3.4M0.09%16,237CommonSOLE
92204A207VDCVANGUARD WORLD FD$3.3M0.09%16,266CommonSOLE
723787107PXDEURPIONEER NAT RES CO$3.3M0.09%12,490CommonSOLE
036752103ELVELEVANCE HEALTH INC$3.2M0.09%6,252CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$3.2M0.09%21,360CommonSOLE
85209W109SPTSPROUT SOCIAL INC$3.1M0.09%52,611CommonSOLE
001055102AFLAFLAC INC$3.1M0.09%36,517CommonSOLE
446413106HIIHUNTINGTON INGALLS INDS INC$3.1M0.09%10,744CommonSOLE
803054204SAPSAP SE$3.1M0.09%15,936CommonSOLE
464287671IUSGISHARES TR$3.1M0.09%26,293CommonSOLE
464288182AAXJISHARES TR$3.0M0.08%44,387CommonSOLE
233051192EMCRDBX ETF TR$3.0M0.08%104,485CommonSOLE
78464A375SPIBSPDR SER TR$2.9M0.08%90,177CommonSOLE
98419M100XYLXYLEM INC$2.9M0.08%22,561CommonSOLE
42809H107HESHESS CORP$2.9M0.08%18,687CommonSOLE
928881101VNTVONTIER CORPORATION$2.8M0.08%62,072CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$2.8M0.08%17,030CommonSOLE
78463V107GLDSPDR GOLD TR$2.8M0.08%13,394CommonSOLE
438516106HONHONEYWELL INTL INC$2.7M0.08%13,301CommonSOLE
464288802SUSAISHARES TR$2.7M0.08%24,922CommonSOLE
053611109AVYAVERY DENNISON CORP$2.7M0.07%12,141CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$2.7M0.07%15,925CommonSOLE
465741106ITRIITRON INC$2.7M0.07%29,080CommonSOLE
78464A300SLYVSPDR SER TR$2.6M0.07%31,766CommonSOLE
82509L107SHOPSHOPIFY INC$2.6M0.07%34,150CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$2.6M0.07%13,221CommonSOLE
81369Y860XLRESELECT SECTOR SPDR TR$2.6M0.07%64,649CommonSOLE
26875P101EOGEOG RES INC$2.5M0.07%19,818CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$2.5M0.07%25,819CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$2.5M0.07%35,500CommonSOLE
90384S303ULTAULTA BEAUTY INC$2.4M0.07%4,613CommonSOLE
02005N100ALLYALLY FINL INC$2.4M0.07%58,924CommonSOLE
052769106ADSKAUTODESK INC$2.4M0.07%9,046CommonSOLE
058498106BALLBALL CORP$2.3M0.06%33,982CommonSOLE
025816109AXPAMERICAN EXPRESS CO$2.3M0.06%10,039CommonSOLE
464287309IVWISHARES TR$2.3M0.06%26,741CommonSOLE
049468101TEAMATLASSIAN CORPORATION$2.2M0.06%11,504CommonSOLE
833445109SNOWSNOWFLAKE INC$2.2M0.06%13,861CommonSOLE
464288372IGFISHARES TR$2.2M0.06%45,955CommonSOLE
278865100ECLECOLAB INC$2.2M0.06%9,346CommonSOLE
464287408IVEISHARES TR$2.2M0.06%11,522CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$2.1M0.06%14,325CommonSOLE
10576N102BRZEBRAZE INC$2.1M0.06%47,293CommonSOLE
701094104PHPARKER-HANNIFIN CORP$2.1M0.06%3,765CommonSOLE
98980F104GTMZOOMINFO TECHNOLOGIES INC$2.1M0.06%129,595CommonSOLE
78468R101SPTSSPDR SER TR$2.1M0.06%71,438CommonSOLE
46435G516ESGDISHARES TR$2.1M0.06%25,782CommonSOLE
126650100CVSCVS HEALTH CORP$2.0M0.06%25,629CommonSOLE
78468R663BILSPDR SER TR$2.0M0.06%22,043CommonSOLE
46641Q241BBAGJ P MORGAN EXCHANGE TRADED F$2.0M0.06%43,588CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$2.0M0.06%10,470CommonSOLE
46434V621DGROISHARES TR$2.0M0.05%34,296CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$2.0M0.05%19,277CommonSOLE
808524607SCHASCHWAB STRATEGIC TR$2.0M0.05%39,888CommonSOLE
444859102HUMHUMANA INC$2.0M0.05%5,649CommonSOLE
842587107SOSOUTHERN CO$1.9M0.05%26,950CommonSOLE
316773100FITBFIFTH THIRD BANCORP$1.9M0.05%51,393CommonSOLE
931142103WMTWALMART INC$1.9M0.05%31,589CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$1.9M0.05%7,502CommonSOLE
278642103EBAYEBAY INC.$1.9M0.05%35,464CommonSOLE
46436E874IBTEISHARES TR$1.9M0.05%78,095CommonSOLE
89832Q109TFCTRUIST FINL CORP$1.9M0.05%47,572CommonSOLE
750917106RMBSRAMBUS INC DEL$1.8M0.05%29,428CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$1.8M0.05%3,751CommonSOLE
125141101CECOCECO ENVIRONMENTAL CORP$1.8M0.05%77,326CommonSOLE
589889104MMSIMERIT MED SYS INC$1.7M0.05%22,533CommonSOLE
244199105DEDEERE & CO$1.7M0.05%4,148CommonSOLE
88160R101TSLATESLA INC$1.7M0.05%9,427CommonSOLE
58155Q103MCKMCKESSON CORP$1.6M0.05%3,059CommonSOLE
H84989104TEL1USDTE CONNECTIVITY LTD$1.6M0.04%11,181CommonSOLE
81141R100SESEA LTD$1.6M0.04%30,101CommonSOLE
670100205NVONOVO-NORDISK A S$1.6M0.04%12,395CommonSOLE
832696405SJMSMUCKER J M CO$1.6M0.04%12,571CommonSOLE
16359R103CHECHEMED CORP NEW$1.6M0.04%2,446CommonSOLE
718172109PMPHILIP MORRIS INTL INC$1.6M0.04%17,032CommonSOLE
464287564ICFISHARES TR$1.5M0.04%26,847CommonSOLE
46436E742EMXFISHARES TR$1.5M0.04%43,328CommonSOLE
46436E544XJRISHARES TR$1.5M0.04%39,073CommonSOLE
67092P300NULVNUSHARES ETF TR$1.5M0.04%39,217CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$1.5M0.04%413CommonSOLE
88162G103TTEKTETRA TECH INC NEW$1.5M0.04%8,095CommonSOLE
808524706SCHESCHWAB STRATEGIC TR$1.5M0.04%58,347CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$1.5M0.04%6,389CommonSOLE
369604301GEGENERAL ELECTRIC CO$1.4M0.04%8,169CommonSOLE
88588G109TSMETHRIVENT ETF TRUST$1.4M0.04%41,065CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$1.4M0.04%14,653CommonSOLE
744320102PRUPRUDENTIAL FINL INC$1.3M0.04%11,453CommonSOLE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$1.3M0.04%130,986CommonSOLE
548661107LOWLOWES COS INC$1.3M0.04%5,248CommonSOLE
41068X100HASIHANNON ARMSTRONG SUST INFR C$1.3M0.04%46,218CommonSOLE
256677105DGDOLLAR GEN CORP NEW$1.3M0.04%8,373CommonSOLE
92204A876VPUVANGUARD WORLD FD$1.3M0.04%9,099CommonSOLE
436440101HO1HOLOGIC INC$1.3M0.04%16,504CommonSOLE
22266M104COURCOURSERA INC$1.3M0.04%91,061CommonSOLE
808524102SCHBSCHWAB STRATEGIC TR$1.3M0.04%20,811CommonSOLE
15135B101CNCCENTENE CORP DEL$1.3M0.03%16,129CommonSOLE
78463X848CWISPDR INDEX SHS FDS$1.3M0.03%44,556CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$1.2M0.03%21,358CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$1.2M0.03%20,072CommonSOLE
46432F339QUALISHARES TR$1.2M0.03%7,232CommonSOLE
892331307TMTOYOTA MOTOR CORP$1.2M0.03%4,683CommonSOLE
693506107PPGPPG INDS INC$1.2M0.03%8,087CommonSOLE
086516101BBYBEST BUY INC$1.2M0.03%14,224CommonSOLE
097023105BABOEING CO$1.2M0.03%6,039CommonSOLE
98980G102ZSZSCALER INC$1.2M0.03%6,045CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$1.2M0.03%8,826CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$1.2M0.03%7,829CommonSOLE
89151E109TTENTOTALENERGIES SE$1.2M0.03%16,740CommonSOLE
384802104GWWGRAINGER W W INC$1.1M0.03%1,126CommonSOLE
753422104RPDRAPID7 INC$1.1M0.03%23,358CommonSOLE
92204A884VOXVANGUARD WORLD FD$1.1M0.03%8,693CommonSOLE
91688F104UPWKUPWORK INC$1.1M0.03%91,459CommonSOLE
686688102ORAORMAT TECHNOLOGIES INC$1.1M0.03%16,889CommonSOLE
H42097107UBSUBS GROUP AG$1.1M0.03%36,267CommonSOLE
464288323NYFISHARES TR$1.1M0.03%20,451CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$1.1M0.03%4,297CommonSOLE
12685J105CABOCABLE ONE INC$1.1M0.03%2,538CommonSOLE
46116X101ITCIEURINTRA-CELLULAR THERAPIES INC$1.1M0.03%15,480CommonSOLE
74276L105PRCTPROCEPT BIOROBOTICS CORP$1.1M0.03%21,386CommonSOLE
91680M107UPSTUPSTART HLDGS INC$1.1M0.03%39,297CommonSOLE
12504L109CBRECBRE GROUP INC$1.1M0.03%10,799CommonSOLE
369550108GDGENERAL DYNAMICS CORP$1.0M0.03%3,715CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$1.0M0.03%11,087CommonSOLE
46435G193SUSCISHARES TR$1.0M0.03%45,071CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$1.0M0.03%12,573CommonSOLE
75960P104RELYREMITLY GLOBAL INC$1.0M0.03%49,444CommonSOLE
16411R208LNGCHENIERE ENERGY INC$1.0M0.03%6,270CommonSOLE
09260D107BXBLACKSTONE INC$1.0M0.03%7,685CommonSOLE
46434G103IEMGISHARES INC$1.0M0.03%19,553CommonSOLE
92204A405VFHVANGUARD WORLD FD$1.0M0.03%9,778CommonSOLE
78468R796SPYXSPDR SER TR$995,7420.03%23,265CommonSOLE
009158106APDAIR PRODS & CHEMS INC$977,8020.03%4,036CommonSOLE
370334104GISGENERAL MLS INC$974,8220.03%13,932CommonSOLE
M7S64H106MNDYMONDAY COM LTD$950,9130.03%4,210CommonSOLE
91325V108UNITI GROUP INC$949,1920.03%160,880CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$941,5740.03%7,279CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$931,9770.03%11,559CommonSOLE
05368X102AVDXAVIDXCHANGE HOLDINGS INC$924,3140.03%70,290CommonSOLE
39874R101GOGROCERY OUTLET HLDG CORP$921,7950.03%32,029CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$911,2210.03%4,955CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$908,8760.03%13,610CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$908,0460.03%7,430CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$907,3750.03%964CommonSOLE
464287598IWDISHARES TR$883,7290.02%4,934CommonSOLE
29355A107ENPHENPHASE ENERGY INC$880,9760.02%7,282CommonSOLE
464287473IWSISHARES TR$865,9050.02%6,909CommonSOLE
464287614IWFISHARES TR$865,8810.02%2,569CommonSOLE
46432F834IXUSISHARES TR$865,4860.02%12,754CommonSOLE
902788108UMBFUMB FINL CORP$863,7240.02%9,929CommonSOLE
088606108BHPBHP GROUP LTD$862,1770.02%14,945CommonSOLE
44925C103ICFIICF INTL INC$862,0680.02%5,723CommonSOLE
459044103IBOCINTERNATIONAL BANCSHARES COR$853,3280.02%15,200CommonSOLE
74762E102QUREQUANTA SVCS INC$842,7910.02%3,244CommonSOLE
29670E107EPRTESSENTIAL PPTYS RLTY TR INC$838,5370.02%31,453CommonSOLE
65473P105NINISOURCE INC$831,8190.02%30,073CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$822,2290.02%8,039CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$822,0730.02%15,159CommonSOLE
47580P103JELDJELD-WEN HLDG INC$817,3550.02%38,500CommonSOLE
383082104GRCGORMAN RUPP CO$815,4020.02%20,617CommonSOLE
767204100RIORIO TINTO PLC$814,5330.02%12,779CommonSOLE
G3398L118PLGOFIDELIS INSURANCE HOLDINGS L$810,3680.02%41,600CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$806,6400.02%6,667CommonSOLE
80105N105SNYSANOFI$801,8510.02%16,499CommonSOLE
047649108ATKRATKORE INC$799,5120.02%4,200CommonSOLE
464287556IBBISHARES TR$794,9150.02%5,793CommonSOLE
37733W204GSKGSK PLC$794,1670.02%18,525CommonSOLE
88146M101TRNOTERRENO RLTY CORP$783,3870.02%11,798CommonSOLE
87265H109T86TRI POINTE HOMES INC$774,4760.02%20,033CommonSOLE
922042676VNQIVANGUARD INTL EQUITY INDEX F$772,4480.02%18,331CommonSOLE
05969A105TBBKBANCORP INC DEL$768,9780.02%22,982CommonSOLE
12572Q105CMECME GROUP INC$768,3700.02%3,569CommonSOLE
55305B101MHOM/I HOMES INC$763,2240.02%5,600CommonSOLE
880779103TEXTEREX CORP NEW$763,2040.02%11,851CommonSOLE
320817109FRMEFIRST MERCHANTS CORP$760,8200.02%21,800CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$760,5000.02%50,000CommonSOLE
76118Y104REZIRESIDEO TECHNOLOGIES INC$753,3790.02%33,603CommonSOLE
00508Y102AYIACUITY BRANDS INC$747,0690.02%2,780CommonSOLE
904767704UNILEVER PLC$744,5690.02%14,835CommonSOLE
626717102MURMURPHY OIL CORP$743,1730.02%16,262CommonSOLE
92840M102VSTVISTRA CORP$741,9810.02%10,653CommonSOLE
075887109BDXBECTON DICKINSON & CO$740,1230.02%2,991CommonSOLE
29261A100EHCENCOMPASS HEALTH CORP$738,4300.02%8,942CommonSOLE
23204G100CUBICUSTOMERS BANCORP INC$737,5340.02%13,900CommonSOLE
533535100LINCLINCOLN EDL SVCS CORP$736,9940.02%71,345CommonSOLE
48238T109OPLNOPENLANE INC$736,9800.02%42,600CommonSOLE
402635502GPORGULFPORT ENERGY CORP$736,5520.02%4,600CommonSOLE
46284V101IRMIRON MTN INC DEL$734,2420.02%9,154CommonSOLE
336901103SRCE1ST SOURCE CORP$733,8800.02%14,000CommonSOLE
88579Y101MMM3M CO$733,5270.02%6,916CommonSOLE
49803T300KRGKITE RLTY GROUP TR$732,7840.02%33,800CommonSOLE
25434V724DFUVDIMENSIONAL ETF TRUST$731,7010.02%17,890CommonSOLE
526107107LIILENNOX INTL INC$729,2300.02%1,492CommonSOLE
806882106SCHN1EURRADIUS RECYCLING INC$727,7170.02%34,440CommonSOLE
518439104ELLAUDER ESTEE COS INC$724,9670.02%4,703CommonSOLE
55272X607MFAMFA FINL INC$723,3940.02%63,400CommonSOLE
398433102GFFGRIFFON CORP$719,9790.02%9,817CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$715,5910.02%8,311CommonSOLE
55345K10337MMRC GLOBAL INC$714,1020.02%56,810CommonSOLE
92204A801VAWVANGUARD WORLD FD$707,7370.02%3,462CommonSOLE
Y8565N300TNKTEEKAY TANKERS LTD$707,5790.02%12,114CommonSOLE
700517105PKPARK HOTELS & RESORTS INC$706,5960.02%40,400CommonSOLE
397624107GEFGREIF INC$704,3100.02%10,200CommonSOLE
32054K103FRFIRST INDL RLTY TR INC$704,0360.02%13,400CommonSOLE
02209S103MOALTRIA GROUP INC$701,3660.02%16,079CommonSOLE
464288257ACWIISHARES TR$701,1980.02%6,367CommonSOLE
248019101DLXDELUXE CORP$698,5360.02%33,926CommonSOLE
65158N102NMRKNEWMARK GROUP INC$694,2450.02%62,601CommonSOLE
224408104CRCRANE COMPANY$691,8660.02%5,120CommonSOLE
034164103ANDEANDERSONS INC$688,4400.02%12,000CommonSOLE
P31076105CPACOPA HOLDINGS SA$687,4560.02%6,600CommonSOLE
06738C778DJPBARCLAYS BANK PLC$684,2000.02%22,000CommonSOLE
252784301DRHDIAMONDROCK HOSPITALITY CO$681,4550.02%70,911CommonSOLE
48666K109KBHKB HOME$680,4480.02%9,600CommonSOLE
69526K105PTVEUSDPACTIV EVERGREEN INC$680,2000.02%47,500CommonSOLE
69888T207PARRPAR PAC HOLDINGS INC$678,1980.02%18,300CommonSOLE
62482R10707WAMR COOPER GROUP INC$678,1650.02%8,700CommonSOLE
82452J109FOURSHIFT4 PMTS INC$675,2350.02%10,220CommonSOLE
L72967109OECORION S.A.$675,0240.02%28,700CommonSOLE
95082P105WCCWESCO INTL INC$673,9870.02%3,935CommonSOLE
022671101AMALAMALGAMATED FINANCIAL CORP$672,0720.02%28,003CommonSOLE
457187102INGRINGREDION INC$668,9660.02%5,725CommonSOLE
G7S00T104PNRPENTAIR PLC$665,9190.02%7,794CommonSOLE
Y7542C130STNGSCORPIO TANKERS INC$665,4150.02%9,300CommonSOLE
302492103FLYWFLYWIRE CORPORATION$664,2880.02%26,775CommonSOLE
Y41053102INSWINTERNATIONAL SEAWAYS INC$660,4250.02%12,414CommonSOLE
76680R206RNGRINGCENTRAL INC$660,0600.02%19,000CommonSOLE
235825205DANDANA INC$659,1300.02%51,900CommonSOLE
53115L104LBRTLIBERTY ENERGY INC$657,5700.02%31,736CommonSOLE
12621E103CNOCNO FINL GROUP INC$651,2760.02%23,700CommonSOLE
88033G407THCTENET HEALTHCARE CORP$651,2620.02%6,196CommonSOLE
189054109CLXCLOROX CO DEL$650,5640.02%4,249CommonSOLE
902681105UGIUGI CORP NEW$641,9420.02%26,159CommonSOLE
52472M101LEGHLEGACY HOUSING CORP$641,3820.02%29,804CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$638,7700.02%3,498CommonSOLE
447462102HURNHURON CONSULTING GROUP INC$637,6920.02%6,600CommonSOLE
98389B100XELXCEL ENERGY INC$635,9700.02%11,832CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$634,4400.02%1CommonSOLE
092113109BKHBLACK HILLS CORP$633,4150.02%11,601CommonSOLE
59001A102MTHMERITAGE HOMES CORP$630,7790.02%3,595CommonSOLE
011659109ALKALASKA AIR GROUP INC$626,4070.02%14,571CommonSOLE
320209109FFBCFIRST FINL BANCORP OH$625,5180.02%27,900CommonSOLE
410120109HWCHANCOCK WHITNEY CORPORATION$616,9360.02%13,400CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$616,4540.02%34,769CommonSOLE
40434L105HPQHP INC$607,1840.02%20,092CommonSOLE
957090103WABCWESTAMERICA BANCORPORATION$606,3080.02%12,404CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$605,1910.02%3,870CommonSOLE
690732102ACHOWENS & MINOR INC NEW$603,7450.02%21,788CommonSOLE
969904101WSMWILLIAMS SONOMA INC$594,0990.02%1,871CommonSOLE
313745101FRTFEDERAL RLTY INVT TR NEW$594,0320.02%5,817CommonSOLE
464287481IWPISHARES TR$593,3000.02%5,198CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$592,2870.02%5,293CommonSOLE
09739D100BCCBOISE CASCADE CO DEL$591,3950.02%3,856CommonSOLE
031652100AMKRAMKOR TECHNOLOGY INC$591,2820.02%18,340CommonSOLE
76665T102REPXRILEY EXPLORATION PERMIAN IN$589,9410.02%17,877CommonSOLE
126408103CSXCSX CORP$583,8530.02%15,750CommonSOLE
576485205MTDRMATADOR RES CO$580,3650.02%8,692CommonSOLE
552848103MTGMGIC INVT CORP WIS$573,3100.02%25,640CommonSOLE
756109104OREALTY INCOME CORP$573,1900.02%10,595CommonSOLE
297178105ESSESSEX PPTY TR INC$572,6110.02%2,339CommonSOLE
966084204WSRWHITESTONE REIT$568,5150.02%45,300CommonSOLE
894164102TNLTRAVEL PLUS LEISURE CO$567,9360.02%11,600CommonSOLE
410495204HAFCHANMI FINL CORP$567,1180.02%35,623CommonSOLE
830879102SKYWSKYWEST INC$566,4560.02%8,200CommonSOLE
98422X101XPOFXPONENTIAL FITNESS INC$560,7060.02%33,900CommonSOLE
456837103INGING GROEP N.V.$557,1310.02%33,786CommonSOLE
184499101CLNECLEAN ENERGY FUELS CORP$552,4930.02%206,154CommonSOLE
464287705IJJISHARES TR$548,1560.02%4,634CommonSOLE
464287754IYJISHARES TR$547,0900.02%4,352CommonSOLE
G39108108GTESGATES INDL CORP PLC$545,8930.02%30,824CommonSOLE
460690100IPGINTERPUBLIC GROUP COS INC$542,8000.01%16,635CommonSOLE
95040Q104WELLWELLTOWER INC$532,5150.01%5,699CommonSOLE
056525108BMIBADGER METER INC$531,2220.01%3,283CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$528,7350.01%7,307CommonSOLE
575385109DOORUSDMASONITE INTL CORP$525,4060.01%3,997CommonSOLE
552690109MDUMDU RES GROUP INC$521,3380.01%20,688CommonSOLE
85859N102STEM INC$518,4870.01%236,752CommonSOLE
88830M102TWITITAN INTL INC ILL$516,8660.01%41,482CommonSOLE
68268W103OMFONEMAIN HLDGS INC$516,0090.01%10,100CommonSOLE
320517105FHNFIRST HORIZON CORPORATION$515,9000.01%33,500CommonSOLE
88076W103TDCTERADATA CORP DEL$510,4440.01%13,200CommonSOLE
30161N101EXCEXELON CORP$509,0740.01%13,550CommonSOLE
34354P105FLSFLOWSERVE CORP$504,5360.01%11,045CommonSOLE
71424F105PRPERMIAN RESOURCES CORP$501,5440.01%28,400CommonSOLE
92189F817VNMVANECK ETF TRUST$499,0100.01%35,900CommonSOLE
109194100BFAMBRIGHT HORIZONS FAM SOL IN D$498,1040.01%4,394CommonSOLE
36251C103GMS1EURGMS INC$493,1240.01%5,066CommonSOLE
87724P106TMHCTAYLOR MORRISON HOME CORP$491,1430.01%7,900CommonSOLE
03076C106AMPAMERIPRISE FINL INC$490,6140.01%1,119CommonSOLE
921910816MGKVANGUARD WORLD FD$487,2370.01%1,700CommonSOLE
666762109NRIMNORTHRIM BANCORP INC$484,8960.01%9,600CommonSOLE
759351604RGAREINSURANCE GRP OF AMERICA I$484,7070.01%2,513CommonSOLE
78454L100SMSM ENERGY CO$483,5450.01%9,700CommonSOLE
921910733ESGVVANGUARD WORLD FD$476,6670.01%5,115CommonSOLE
279158109ECECOPETROL S A$476,5600.01%40,250CommonSOLE
921910873MGCVANGUARD WORLD FD$475,9580.01%2,547CommonSOLE
92719V100VMEO*VIMEO INC$475,2580.01%116,200CommonSOLE
800422107JBSSSANFILIPPO JOHN B & SON INC$469,1200.01%4,429CommonSOLE
436893200HOMBHOME BANCSHARES INC$461,9160.01%18,800CommonSOLE
651639106NEMNEWMONT CORP$460,6520.01%12,853CommonSOLE
39304D102GDOTGREEN DOT CORP$459,0360.01%49,200CommonSOLE
46435G425ESGUISHARES TR$458,6900.01%3,990CommonSOLE
178867107CIVBCIVISTA BANCSHARES INC$456,2630.01%29,666CommonSOLE
87615L107THTARGET HOSPITALITY CORP$456,1050.01%41,960CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$455,2760.01%19,786CommonSOLE
319383204BUSEFIRST BUSEY CORP$454,5450.01%18,900CommonSOLE
18539C105NY4BCLEARWAY ENERGY INC$452,0970.01%21,018CommonSOLE
353469109FCFRANKLIN COVEY CO$449,2130.01%11,442CommonSOLE
76029L100RPAYREPAY HLDGS CORP$448,8000.01%40,800CommonSOLE
91704F104UEURBAN EDGE PPTYS$447,2930.01%25,900CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$443,9030.01%4,017CommonSOLE
382550101GTGOODYEAR TIRE & RUBR CO$442,9020.01%32,258CommonSOLE
771049103RBLXROBLOX CORP$442,1240.01%11,580CommonSOLE
875465106SKTTANGER INC$439,9970.01%14,900CommonSOLE
29249E109ACTENACT HLDGS INC$439,6380.01%14,100CommonSOLE
687380105ORRFORRSTOWN FINL SVCS INC$429,0160.01%16,026CommonSOLE
75513E101RTXRTX CORPORATION$427,8650.01%4,387CommonSOLE
949746101WMT2WELLS FARGO CO NEW$424,3250.01%7,321CommonSOLE
F21107101CSTMCONSTELLIUM SE$422,3010.01%19,100CommonSOLE
668074305NWENORTHWESTERN ENERGY GROUP IN$417,6260.01%8,200CommonSOLE
315912808ONEQFIDELITY COMWLTH TR$410,7430.01%6,378CommonSOLE
86614U1007SUSUMMIT MATLS INC$410,0440.01%9,200CommonSOLE
126402106CSWCSW INDUSTRIALS INC$409,6120.01%1,746CommonSOLE
922908637VVVANGUARD INDEX FDS$407,5920.01%1,700CommonSOLE

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.