MondegarAI
Americana Partners, LLC

Q2 2024 · 13F-HR

Americana Partners, LLCholdings as filed

Filed 2024-07-30 · accession 0001172661-24-002972

$1.27B
Reported value
351
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
293792107EPDENTERPRISE PRODS PARTNERS L$49.3M3.87%1,701,444CommonNONE
594918104MSFTMICROSOFT CORP$45.5M3.57%101,720CommonNONE
78464A854SPYMSPDR SER TR$39.0M3.06%609,073CommonNONE
037833100AAPLAPPLE INC$36.0M2.83%170,983CommonNONE
464288620USIGISHARES TR$33.9M2.66%674,588CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$28.7M2.25%506,922CommonNONE
464288679SHVISHARES TR$28.7M2.25%259,437CommonNONE
46434V738IEURISHARES TR$28.6M2.24%501,937CommonNONE
023135106AMZNAMAZON COM INC$27.0M2.12%139,579CommonNONE
30231G102XOMEXXON MOBIL CORP$23.2M1.82%201,270CommonNONE
00724F101ADBEADOBE INC$21.3M1.67%38,316CommonNONE
67066G104NVDANVIDIA CORPORATION$21.1M1.66%171,062CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$19.8M1.56%36,430CommonNONE
02079K305GOOGLALPHABET INC$18.5M1.45%101,753CommonNONE
092479104BLACKROCK MUN INCOME QUALITY$18.3M1.44%1,597,561CommonNONE
55336V100MPLXMPLX LP$17.9M1.40%420,041CommonNONE
33740U737GFEBFIRST TR EXCHNG TRADED FD VI$17.8M1.40%502,253CommonNONE
33740F367XOCTFIRST TR EXCHNG TRADED FD VI$15.5M1.22%464,264CommonNONE
78464A649SPABSPDR SER TR$14.7M1.15%583,915CommonNONE
49456B101KMIKINDER MORGAN INC DEL$14.5M1.14%730,615CommonNONE
166764100CVXCHEVRON CORP NEW$14.3M1.12%91,677CommonNONE
532457108LLYELI LILLY & CO$14.3M1.12%15,826CommonNONE
46434G822EWJISHARES INC$13.8M1.08%202,345CommonNONE
30303M102METAMETA PLATFORMS INC$12.8M1.01%25,458CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$12.3M0.96%67,255CommonNONE
00287Y109ABBVABBVIE INC$12.2M0.96%71,214CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$11.8M0.93%68,338CommonNONE
29273V100ETENERGY TRANSFER L P$11.4M0.89%701,322CommonNONE
46434G103IEMGISHARES INC$11.3M0.89%211,256CommonNONE
478160104JNJJOHNSON & JOHNSON$11.1M0.87%76,002CommonNONE
922908744VTVVANGUARD INDEX FDS$10.7M0.84%66,760CommonNONE
172967424CCITIGROUP INC$10.5M0.83%165,821CommonNONE
46641Q167JAVAJ P MORGAN EXCHANGE TRADED F$9.9M0.77%166,510CommonNONE
92826C839VVISA INC$9.7M0.76%36,807CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$9.6M0.75%11,236CommonNONE
437076102HDHOME DEPOT INC$9.4M0.74%27,409CommonNONE
026874784AIGAMERICAN INTL GROUP INC$9.4M0.74%126,937CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$9.4M0.73%18,393CommonNONE
922908363VOOVANGUARD INDEX FDS$8.9M0.70%17,865CommonNONE
09261X102BXSLBLACKSTONE SECD LENDING FD$8.4M0.66%274,971CommonNONE
713448108PEPPEPSICO INC$8.3M0.65%50,025CommonNONE
742718109PGPROCTER AND GAMBLE CO$8.1M0.64%49,382CommonNONE
G29183103ETNEATON CORP PLC$8.1M0.63%25,724CommonNONE
97717X594IHDGWISDOMTREE TR$7.9M0.62%174,004CommonNONE
81762P102NOWSERVICENOW INC$7.3M0.58%9,339CommonNONE
670100205NVONOVO-NORDISK A S$7.0M0.55%49,368CommonNONE
20825C104COPCONOCOPHILLIPS$6.8M0.54%59,882CommonNONE
038222105AMATAPPLIED MATLS INC$6.8M0.54%28,945CommonNONE
G54950103LINLINDE PLC$6.7M0.53%15,378CommonNONE
808513105SCHWSCHWAB CHARLES CORP$6.6M0.52%90,041CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$6.5M0.51%40,152CommonNONE
682680103OKEONEOK INC NEW$6.4M0.50%78,301CommonNONE
369604301GEGE AEROSPACE$6.3M0.49%39,651CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$6.1M0.48%30,327CommonNONE
33740U679GDECFIRST TR EXCHNG TRADED FD VI$6.1M0.48%187,757CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$6.1M0.48%27,028CommonNONE
33740F441GMAYFIRST TR EXCHNG TRADED FD VI$5.7M0.44%161,504CommonNONE
958669103WESWESTERN MIDSTREAM PARTNERS L$5.6M0.44%141,909CommonNONE
33740U695GOCTFIRST TR EXCHNG TRADED FD VI$5.6M0.44%164,833CommonNONE
191216100KOCOCA COLA CO$5.6M0.44%88,021CommonNONE
33740U711GSEPFIRST TR EXCHNG TRADED FD VI$5.6M0.44%164,666CommonNONE
17275R102CSCOCISCO SYS INC$5.4M0.42%113,374CommonNONE
464287804IJRISHARES TR$5.4M0.42%50,211CommonNONE
78464A763SDYSPDR SER TR$5.3M0.42%41,992CommonNONE
548661107LOWLOWES COS INC$5.3M0.41%23,903CommonNONE
33740F433GJUNFIRST TR EXCHNG TRADED FD VI$5.2M0.41%153,198CommonNONE
46436E718SGOVISHARES TR$5.2M0.41%51,884CommonNONE
464287614IWFISHARES TR$5.2M0.40%14,156CommonNONE
842587107SOSOUTHERN CO$5.1M0.40%65,604CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$5.1M0.40%21,235CommonNONE
539830109LMTLOCKHEED MARTIN CORP$5.1M0.40%10,819CommonNONE
149123101CATCATERPILLAR INC$5.0M0.39%15,044CommonNONE
060505104BACBANK AMERICA CORP$4.9M0.39%123,421CommonNONE
29250N105ENBENBRIDGE INC$4.9M0.38%137,549CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$4.8M0.38%10,200CommonNONE
893641100TDGTRANSDIGM GROUP INC$4.8M0.37%3,741CommonNONE
84265V105SCCOSOUTHERN COPPER CORP$4.7M0.37%43,786CommonNONE
031162100AMGNAMGEN INC$4.7M0.37%14,947CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$4.6M0.36%182,101CommonNONE
33740U661GJULFIRST TR EXCHNG TRADED FD VI$4.6M0.36%131,128CommonNONE
907818108UNPUNION PAC CORP$4.6M0.36%20,132CommonNONE
032095101APHAMPHENOL CORP NEW$4.4M0.35%65,732CommonNONE
969457100WMBWILLIAMS COS INC$4.4M0.35%103,998CommonNONE
02079K107GOOGALPHABET INC$4.2M0.33%22,918CommonNONE
33740U653GAUGFIRST TR EXCHNG TRADED FD VI$4.1M0.32%121,337CommonNONE
726503105PAAPLAINS ALL AMERN PIPELINE L$4.0M0.32%225,253CommonNONE
33740F516GJANFIRST TR EXCHNG TRADED FD VI$4.0M0.31%108,214CommonNONE
33740F482GMARFIRST TR EXCHNG TRADED FD VI$4.0M0.31%111,919CommonNONE
33740F623FJANFIRST TR EXCHNG TRADED FD VI$3.9M0.31%90,347CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$3.9M0.31%94,676CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$3.9M0.30%78,058CommonNONE
56035L104MAINMAIN STR CAP CORP$3.7M0.29%73,405CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$3.6M0.28%20,527CommonNONE
780259305SHELSHELL PLC$3.5M0.27%48,519CommonNONE
43114Q105HPKHIGHPEAK ENERGY INC$3.4M0.27%244,165CommonNONE
N07059210ASMLASML HOLDING N V$3.4M0.27%3,332CommonNONE
461202103INTUINTUIT$3.4M0.26%5,130CommonNONE
854502101SWKSTANLEY BLACK & DECKER INC$3.3M0.26%40,967CommonNONE
882508104TXNTEXAS INSTRS INC$3.2M0.25%16,562CommonNONE
438516106HONHONEYWELL INTL INC$3.2M0.25%15,029CommonNONE
780087102RYROYAL BK CDA$3.1M0.25%29,363CommonNONE
718546104PSXPHILLIPS 66$3.1M0.24%21,892CommonNONE
69344A107PULSPGIM ETF TR$3.1M0.24%61,396CommonNONE
642045108AESIATLAS ENERGY SOLUTIONS INC$3.0M0.23%149,989CommonNONE
66987V109NVSNOVARTIS AG$3.0M0.23%27,889CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$2.9M0.23%25,950CommonNONE
464287655IWMISHARES TR$2.9M0.23%14,225CommonNONE
369550108GDGENERAL DYNAMICS CORP$2.8M0.22%9,821CommonNONE
46090E103QQQINVESCO QQQ TR$2.8M0.22%5,789CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$2.7M0.21%4,946CommonNONE
65339F101NEENEXTERA ENERGY INC$2.7M0.21%38,603CommonNONE
617446448MSMORGAN STANLEY$2.7M0.21%27,807CommonNONE
58933Y105MRKMERCK & CO INC$2.7M0.21%21,697CommonNONE
11135F101AVGOBROADCOM INC$2.7M0.21%1,657CommonNONE
00039J889TAFMAB ACTIVE ETFS INC$2.6M0.21%103,562CommonNONE
927959106VNOMUSDVIPER ENERGY INC$2.6M0.20%69,566CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$2.6M0.20%12,937CommonNONE
744320102PRUPRUDENTIAL FINL INC$2.6M0.20%21,893CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$2.5M0.20%18,626CommonNONE
921910816MGKVANGUARD WORLD FD$2.5M0.20%7,997CommonNONE
09262F100ECATBLACKROCK ESG CAP ALLC TERM$2.4M0.19%137,077CommonNONE
494368103KMBKIMBERLY-CLARK CORP$2.3M0.18%16,962CommonNONE
747525103QCOMQUALCOMM INC$2.3M0.18%11,599CommonNONE
64110L106NFLXNETFLIX INC$2.3M0.18%3,350CommonNONE
37733W204GSKGSK PLC$2.3M0.18%58,694CommonNONE
025816109AXPAMERICAN EXPRESS CO$2.3M0.18%9,730CommonNONE
402635502GPORGULFPORT ENERGY CORP$2.2M0.18%14,881CommonNONE
402635502GPORGULFPORT ENERGY CORP$2.2M0.18%14,800PUTNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$2.2M0.17%37,750CommonNONE
518439104ELLAUDER ESTEE COS INC$2.2M0.17%20,771CommonNONE
921910840MGVVANGUARD WORLD FD$2.2M0.17%18,589CommonNONE
046353108AZNNASTRAZENECA PLC$2.2M0.17%28,018CommonNONE
00206R102TAT&T INC$2.1M0.17%111,988CommonNONE
57636Q104MAMASTERCARD INCORPORATED$2.0M0.16%4,595CommonNONE
45409F843MMININDEXIQ ACTIVE ETF TR$2.0M0.15%81,450CommonNONE
49177J102KVUEKENVUE INC$1.9M0.15%104,069CommonNONE
904767704UNILEVER PLC$1.9M0.15%34,258CommonNONE
56501R106MFCMANULIFE FINL CORP$1.9M0.15%69,603CommonNONE
N53745100LYBLYONDELLBASELL INDUSTRIES N$1.8M0.15%19,336CommonNONE
78463V107GLDSPDR GOLD TR$1.8M0.14%8,582CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$1.8M0.14%3CommonNONE
863667101SYKSTRYKER CORPORATION$1.8M0.14%5,357CommonNONE
46090E103QQQINVESCO QQQ TR$1.8M0.14%3,800PUTNONE
922908538VOTVANGUARD INDEX FDS$1.8M0.14%7,755CommonNONE
237194105DRIDARDEN RESTAURANTS INC$1.8M0.14%11,700CommonNONE
81617J301WTTRSELECT WATER SOLUTIONS INC$1.7M0.14%161,069CommonNONE
464287432TLTISHARES TR$1.7M0.14%18,762CommonNONE
767204100RIORIO TINTO PLC$1.7M0.13%25,755CommonNONE
79466L302CRMSALESFORCE INC$1.7M0.13%6,499CommonNONE
126408103CSXCSX CORP$1.6M0.13%48,610CommonNONE
922907746VTEBVANGUARD MUN BD FDS$1.6M0.12%31,581CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$1.6M0.12%30,875CommonNONE
75513E101RTXRTX CORPORATION$1.6M0.12%15,517CommonNONE
464287465EFAISHARES TR$1.5M0.12%18,864CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$1.5M0.12%3,313CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$1.5M0.12%6,480CommonNONE
58733R102MELIMERCADOLIBRE INC$1.4M0.11%870CommonNONE
942622200WSOWATSCO INC$1.4M0.11%3,055CommonNONE
87612G101TRGPTARGA RES CORP$1.4M0.11%10,682CommonNONE
33740F458GAPRFIRST TR EXCHNG TRADED FD VI$1.4M0.11%38,456CommonNONE
297602104ETDETHAN ALLEN INTERIORS INC$1.3M0.10%46,643CommonNONE
00162Q452AMLPALPS ETF TR$1.3M0.10%27,015CommonNONE
042068205ARMARM HOLDINGS PLC$1.2M0.09%7,225CommonNONE
92206C706VGITVANGUARD SCOTTSDALE FDS$1.2M0.09%20,071CommonNONE
922908736VUGVANGUARD INDEX FDS$1.2M0.09%3,117CommonNONE
580135101MCDMCDONALDS CORP$1.2M0.09%4,524CommonNONE
278865100ECLECOLAB INC$1.1M0.09%4,797CommonNONE
464285204IAUISHARES GOLD TR$1.1M0.09%25,856CommonNONE
69355M107PDOPIMCO DYNAMIC INCOME OPRNTS$1.1M0.09%85,114CommonNONE
872590104TMUST-MOBILE US INC$1.1M0.09%6,386CommonNONE
921937827BSVVANGUARD BD INDEX FDS$1.1M0.09%14,541CommonNONE
59156R108METMETLIFE INC$1.1M0.08%15,387CommonNONE
N00985106AERAERCAP HOLDINGS NV$1.1M0.08%11,374CommonNONE
009066101ABNBAIRBNB INC$1.0M0.08%6,815CommonNONE
808524631SCYBSCHWAB STRATEGIC TR$1.0M0.08%19,720CommonNONE
892331307TMTOYOTA MOTOR CORP$1.0M0.08%4,964CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.0M0.08%2,491CommonNONE
72201Y101PDIPIMCO DYNAMIC INCOME FD$994,5790.08%52,875CommonNONE
254687106DISDISNEY WALT CO$982,2130.08%9,892CommonNONE
963320106WHRWHIRLPOOL CORP$979,7840.08%9,587CommonNONE
78463X475SPGMSPDR INDEX SHS FDS$976,4910.08%16,066CommonNONE
931142103WMTWALMART INC$966,7920.08%14,278CommonNONE
126650100CVSCVS HEALTH CORP$965,0990.08%16,341CommonNONE
37954Y343MLPAGLOBAL X FDS$964,9080.08%19,895CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$947,6570.07%3,123CommonNONE
92204A702VGTVANGUARD WORLD FD$937,3880.07%1,626CommonNONE
464287457SHYISHARES TR$933,6720.07%11,435CommonNONE
803054204SAPSAP SE$915,9650.07%4,541CommonNONE
002824100ABTABBOTT LABS$911,6610.07%8,774CommonNONE
448947507IDTIDT CORP$898,0000.07%25,000CommonNONE
404280406HSBCHSBC HLDGS PLC$836,7230.07%19,235CommonNONE
98978V103ZTSZOETIS INC$832,5210.07%4,802CommonNONE
37954Y293MLPXGLOBAL X FDS$816,8000.06%16,000CommonNONE
040413106ANETEURARISTA NETWORKS INC$762,6440.06%2,176CommonNONE
571903202MARMARRIOTT INTL INC NEW$759,6410.06%3,142CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$731,9670.06%14,654CommonNONE
244199105DEDEERE & CO$721,8530.06%1,932CommonNONE
55354G100MSCIMSCI INC$721,1800.06%1,497CommonNONE
94106L109WMWASTE MGMT INC DEL$720,2480.06%3,376CommonNONE
464287200IVVISHARES TR$696,6240.05%1,273CommonNONE
922908629VOVANGUARD INDEX FDS$691,3200.05%2,856CommonNONE
26875P101EOGEOG RES INC$686,4220.05%5,453CommonNONE
20030N101CMCSACOMCAST CORP NEW$679,3870.05%17,349CommonNONE
72651A207PAGPPLAINS GP HLDGS L P$652,7150.05%34,682CommonNONE
366651107ITGARTNER INC$631,8270.05%1,407CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$614,7490.05%6,744CommonNONE
88160R101TSLATESLA INC$613,0320.05%3,098CommonNONE
697435105PANWPALO ALTO NETWORKS INC$598,3530.05%1,765CommonNONE
87241L109TFIITFI INTL INC$597,9140.05%4,119CommonNONE
718172109PMPHILIP MORRIS INTL INC$591,3660.05%5,836CommonNONE
316092782FVALFIDELITY COVINGTON TRUST$590,5250.05%10,255CommonNONE
92556V106VTRSVIATRIS INC$586,8920.05%55,211CommonNONE
09247X101BLKCHFBLACKROCK INC$575,6010.05%731CommonNONE
497266106KEXKIRBY CORP$574,7040.05%4,800CommonNONE
25434V807DFIVDIMENSIONAL ETF TRUST$571,2300.04%15,894CommonNONE
G0403H108AONAON PLC$568,6640.04%1,937CommonNONE
33738D101EMLPFIRST TR EXCHANGE-TRADED FD$565,9070.04%18,579CommonNONE
42234Q102HTLFEURHEARTLAND FINL USA INC$561,8340.04%12,640CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$548,4250.04%1,258CommonNONE
25820R105DMLPDORCHESTER MINERALS LP$546,1990.04%17,705CommonNONE
464287622IWBISHARES TR$542,4150.04%1,823CommonNONE
86800U104SMCIUSDSUPER MICRO COMPUTER INC$539,9520.04%659CommonNONE
89147L886TYGTORTOISE ENERGY INFRA CORP$533,4060.04%15,297CommonNONE
G5960L103MDTMEDTRONIC PLC$524,7600.04%6,667CommonNONE
512807108LRCXEURLAM RESEARCH CORP$521,7770.04%490CommonNONE
235851102DHRDANAHER CORPORATION$518,4390.04%2,075CommonNONE
092528108SHYMBLACKROCK ETF TRUST II$512,8640.04%22,653CommonNONE
370334104GISGENERAL MLS INC$501,9680.04%7,935CommonNONE
260557103DOWDOW INC$499,0490.04%9,407CommonNONE
949746101WMT2WELLS FARGO CO NEW$492,1630.04%8,287CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$486,0840.04%6,688CommonNONE
46429B267GOVTISHARES TR$485,5940.04%21,515CommonNONE
46438F101IBITISHARES BITCOIN TR$482,6710.04%14,138CommonNONE
14040H105COFCAPITAL ONE FINL CORP$465,7460.04%3,364CommonNONE
464287226AGGISHARES TR$462,4410.04%4,764CommonNONE
464288257ACWIISHARES TR$458,3670.04%4,078CommonNONE
147528103CASYCASEYS GEN STORES INC$457,8720.04%1,200CommonNONE
89151E109TTENTOTALENERGIES SE$451,8240.04%6,776CommonNONE
922908769VTIVANGUARD INDEX FDS$448,6140.04%1,677CommonNONE
052769106ADSKAUTODESK INC$448,3790.04%1,812CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$447,5110.04%5,224CommonNONE
92204A108VCRVANGUARD WORLD FD$446,8510.04%1,431CommonNONE
389637109GBTCGRAYSCALE BITCOIN TR BTC$445,0860.03%8,360CommonNONE
78464A847SPMDSPDR SER TR$442,7700.03%8,631CommonNONE
452308109ITWILLINOIS TOOL WKS INC$428,1870.03%1,807CommonNONE
33740U687GNOVFIRST TR EXCHNG TRADED FD VI$426,2040.03%12,621CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$422,0050.03%6,690CommonNONE
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89679E300TFINTRIUMPH FINANCIAL INC$411,4480.03%5,033CommonNONE
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46432F396MTUMISHARES TR$408,0580.03%2,094CommonNONE
595112103MUMICRON TECHNOLOGY INC$400,3770.03%3,044CommonNONE
82509L107SHOPSHOPIFY INC$399,4040.03%6,047CommonNONE
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26441C204DUKDUKE ENERGY CORP NEW$389,3940.03%3,885CommonNONE
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911363109URIUNITED RENTALS INC$388,6850.03%601CommonNONE
01973R101ALSNALLISON TRANSMISSION HLDGS I$384,7370.03%5,069CommonNONE
G6700G107NVTNVENT ELECTRIC PLC$383,3560.03%5,004CommonNONE
835699307SONYSONY GROUP CORP$381,0860.03%4,486CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$380,6770.03%6,560CommonNONE
928881101VNTVONTIER CORPORATION$377,9890.03%9,895CommonNONE
H1467J104CBCHUBB LIMITED$375,9880.03%1,474CommonNONE
G4705A100ICLRICON PLC$375,5370.03%1,198CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$369,0120.03%963CommonNONE
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464288588MBBISHARES TR$361,8230.03%3,941CommonNONE
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92204A405VFHVANGUARD WORLD FD$347,8220.03%3,482CommonNONE
428103105HESMHESS MIDSTREAM LP$347,5280.03%9,537CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$340,1830.03%3,534CommonNONE
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075887109BDXBECTON DICKINSON & CO$331,4010.03%1,418CommonNONE
458140100INTCINTEL CORP$330,2330.03%10,663CommonNONE
16411Q101CQPCHENIERE ENERGY PARTNERS LP$330,2160.03%6,724CommonNONE
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35671D857FCXFREEPORT-MCMORAN INC$327,2720.03%6,734CommonNONE
88579Y101MMM3M CO$318,5260.02%3,117CommonNONE
291011104EMREMERSON ELEC CO$317,7010.02%2,884CommonNONE
45104G104IBNICICI BANK LIMITED$315,8150.02%10,962CommonNONE
464287242LQDISHARES TR$314,6110.02%2,937CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$310,3200.02%2,546CommonNONE
98138H101WDAYWORKDAY INC$310,0780.02%1,387CommonNONE
46436E874IBTEISHARES TR$308,4570.02%12,863CommonNONE
47103U852JMBSJANUS DETROIT STR TR$307,9960.02%6,898CommonNONE
25434V666DFLVDIMENSIONAL ETF TRUST$307,1110.02%10,623CommonNONE
70432V102PAYCPAYCOM SOFTWARE INC$304,1030.02%2,126CommonNONE
78440X887SLGSL GREEN RLTY CORP$301,8910.02%5,330CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$298,4730.02%3,262CommonNONE
92189F676SMHVANECK ETF TRUST$297,1980.02%1,140CommonNONE
33740U810XSEPFIRST TR EXCHNG TRADED FD VI$291,3470.02%7,725CommonNONE
33740F391XAUGFIRST TR EXCHNG TRADED FD VI$290,6120.02%8,844CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$288,8230.02%6,600CommonNONE
33739E108FPEFIRST TR EXCH TRADED FD III$284,9820.02%16,416CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$283,2280.02%626CommonNONE
91913Y100VLOVALERO ENERGY CORP$281,2270.02%1,794CommonNONE
33739H101FTGCFIRST TR EXCHANGE TRAD FD VI$279,6460.02%11,696CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$274,5730.02%702CommonNONE
845467109SWN1EURSOUTHWESTERN ENERGY CO$273,6890.02%40,667CommonNONE
46137V233XLGINVESCO EXCHANGE TRADED FD T$272,3960.02%5,954CommonNONE
231021106CMICUMMINS INC$270,8380.02%978CommonNONE
256163106DOCUDOCUSIGN INC$265,5740.02%4,964CommonNONE
92189F106GDXVANECK ETF TRUST$261,6000.02%7,710CommonNONE
464288646IGSBISHARES TR$261,5800.02%5,105CommonNONE
773903109ROKROCKWELL AUTOMATION INC$260,1400.02%945CommonNONE
743315103PGRPROGRESSIVE CORP$257,3530.02%1,239CommonNONE
464288414MUBISHARES TR$250,3930.02%2,350CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$246,9660.02%3,928CommonNONE
88224A102TXSTEXAS CAP TEX EQUITY INDEX E$246,8430.02%8,450CommonNONE
552690109MDUMDU RES GROUP INC$245,9300.02%9,798CommonNONE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$245,4660.02%1,795CommonNONE
380237107GDDYGODADDY INC$244,9120.02%1,753CommonNONE
92840M102VSTVISTRA CORP$241,6900.02%2,811CommonNONE
456788108INFYINFOSYS LTD$241,0730.02%12,947CommonNONE
464286608EZUISHARES INC$240,1210.02%4,918CommonNONE
00846U101AAGILENT TECHNOLOGIES INC$239,8160.02%1,850CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$233,2520.02%3,046CommonNONE
49714P108KNSLKINSALE CAP GROUP INC$230,3970.02%598CommonNONE
78463X202FEZSPDR INDEX SHS FDS$229,3380.02%4,584CommonNONE
055622104BPBP PLC$222,0510.02%6,151CommonNONE
464288513HYGISHARES TR$221,3920.02%2,870CommonNONE
464287507IJHISHARES TR$219,7430.02%3,755CommonNONE
H5919C104ONONON HLDG AG$218,6770.02%5,636CommonNONE
92206C623VTWGVANGUARD SCOTTSDALE FDS$216,2690.02%1,132CommonNONE
205768302CRKCOMSTOCK RES INC$215,6790.02%20,778CommonNONE
03990B101ARESARES MANAGEMENT CORPORATION$214,9810.02%1,613CommonNONE
33734X176FXLFIRST TR EXCHANGE TRADED FD$211,7480.02%1,554CommonNONE
717081103PFEPFIZER INC$211,5870.02%7,562CommonNONE
15189T107CNPCENTERPOINT ENERGY INC$211,0360.02%6,812CommonNONE
58155Q103MCKMCKESSON CORP$210,8380.02%361CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$208,2000.02%5,935CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$207,4860.02%1,263CommonNONE
98980L101ZNGAZOOM VIDEO COMMUNICATIONS IN$206,8690.02%3,495CommonNONE
92204A504VHTVANGUARD WORLD FD$206,4160.02%776CommonNONE
143130102KMXCARMAX INC$205,8650.02%2,807CommonNONE
254709108DFSEURDISCOVER FINL SVCS$204,9790.02%1,567CommonNONE
74933W452TBILRBB FD INC$203,5310.02%4,069CommonNONE
922475108VEEVVEEVA SYS INC$202,4090.02%1,106CommonNONE
444859102HUMHUMANA INC$201,0240.02%538CommonNONE
G6683N103NUNU HLDGS LTD$199,1380.02%15,449CommonNONE
P73684113OSWONESPAWORLD HOLDINGS LIMITED$186,5920.01%12,140CommonNONE
524660107LEGLEGGETT & PLATT INC$183,3490.01%15,999CommonNONE
75776W103RDWREDWIRE CORPORATION$179,2500.01%25,000CommonNONE
00215W100ASXASE TECHNOLOGY HLDG CO LTD$160,7480.01%14,076CommonNONE
G0457F107ARCOARCOS DORADOS HOLDINGS INC$154,8360.01%17,204CommonNONE
43114Q121HPKEWHIGHPEAK ENERGY INC$151,5760.01%35,251CommonNONE
75776W111REDWIRE CORPORATION$17,5000.00%12,500CommonNONE
26875P101EOGEOG RES INC$00PUTSOLE

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.