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BAILARD, INC.

Q3 2024 · 13F-HR

BAILARD, INC.holdings as filed

Filed 2024-10-30 · accession 0001172661-24-004423

$3.84B
Reported value
734
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 734

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$197.9M5.15%849,468CommonSOLE
594918104MSFTMICROSOFT CORP$186.9M4.87%434,310CommonSOLE
46090E103QQQINVESCO QQQ TR$125.7M3.27%257,632CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$117.8M3.07%205,277CommonSOLE
67066G104NVDANVIDIA CORPORATION$96.3M2.51%792,861CommonSOLE
464287630IWNISHARES TR$84.6M2.20%506,937CommonSOLE
78463V107GLDSPDR GOLD TR$79.1M2.06%325,282CommonSOLE
02079K305GOOGLALPHABET INC$79.0M2.06%476,543CommonSOLE
92204A702VGTVANGUARD WORLD FD$67.0M1.74%114,156CommonSOLE
47103U852JMBSJANUS DETROIT STR TR$66.1M1.72%1,417,953CommonSOLE
922908769VTIVANGUARD INDEX FDS$63.1M1.64%222,902CommonSOLE
46432F842IEFAISHARES TR$62.8M1.63%804,598CommonSOLE
375558103GILDGILEAD SCIENCES INC$56.4M1.47%672,752CommonSOLE
023135106AMZNAMAZON COM INC$49.6M1.29%266,159CommonSOLE
464288356CMFISHARES TR$49.4M1.29%849,445CommonSOLE
922908611VBRVANGUARD INDEX FDS$48.5M1.26%241,492CommonSOLE
30303M102METAMETA PLATFORMS INC$46.6M1.21%81,392CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$44.3M1.15%75,687CommonSOLE
92826C839VVISA INC$44.2M1.15%160,890CommonSOLE
464287200IVVISHARES TR$41.0M1.07%71,136CommonSOLE
46436E858IBTGISHARES TR$38.1M0.99%1,651,658CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$34.6M0.90%39,066CommonSOLE
437076102HDHOME DEPOT INC$33.9M0.88%83,551CommonSOLE
922908363VOOVANGUARD INDEX FDS$33.8M0.88%64,055CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$33.4M0.87%529,497CommonSOLE
464287879IJSISHARES TR$32.4M0.84%300,542CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$28.5M0.74%135,237CommonSOLE
00724F101ADBEADOBE INC$26.8M0.70%51,709CommonSOLE
464288414MUBISHARES TR$26.5M0.69%244,175CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$26.5M0.69%117,329CommonSOLE
46429B267GOVTISHARES TR$26.4M0.69%1,127,051CommonSOLE
742718109PGPROCTER AND GAMBLE CO$26.3M0.69%152,117CommonSOLE
09247X101BLKCHFBLACKROCK INC$25.4M0.66%26,756CommonSOLE
872540109TJXTJX COS INC NEW$25.3M0.66%215,062CommonSOLE
235851102DHRDANAHER CORPORATION$25.1M0.65%90,219CommonSOLE
464287465EFAISHARES TR$24.5M0.64%293,492CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$24.5M0.64%141,074CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$24.0M0.63%61,800CommonSOLE
46429B291QLTAISHARES TR$23.2M0.60%471,396CommonSOLE
72201R866MUNIPIMCO ETF TR$23.2M0.60%437,043CommonSOLE
478160104JNJJOHNSON & JOHNSON$22.7M0.59%140,215CommonSOLE
617446448MSMORGAN STANLEY$22.1M0.57%211,867CommonSOLE
747525103QCOMQUALCOMM INC$21.4M0.56%125,646CommonSOLE
464287507IJHISHARES TR$20.9M0.54%335,157CommonSOLE
482480100KLACKLA CORP$20.7M0.54%26,710CommonSOLE
20825C104COPCONOCOPHILLIPS$19.6M0.51%186,240CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$19.4M0.51%54,915CommonSOLE
G29183103ETNEATON CORP PLC$18.7M0.49%56,541CommonSOLE
231021106CMICUMMINS INC$18.5M0.48%57,246CommonSOLE
H1467J104CBCHUBB LIMITED$18.0M0.47%62,435CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$17.9M0.47%38,517CommonSOLE
94106L109WMWASTE MGMT INC DEL$17.7M0.46%85,394CommonSOLE
337738108FISVFISERV INC$17.4M0.45%97,121CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$17.2M0.45%360,342CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$17.1M0.44%203,755CommonSOLE
64110L106NFLXNETFLIX INC$16.7M0.44%23,615CommonSOLE
02079K107GOOGALPHABET INC$16.3M0.42%97,584CommonSOLE
78409V104SPGIS&P GLOBAL INC$15.4M0.40%29,780CommonSOLE
031162100AMGNAMGEN INC$15.1M0.39%46,725CommonSOLE
922908553VNQVANGUARD INDEX FDS$14.9M0.39%153,326CommonSOLE
464287549IGMISHARES TR$14.6M0.38%151,798CommonSOLE
464287804IJRISHARES TR$14.5M0.38%123,740CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$14.4M0.38%87,991CommonSOLE
81762P102NOWSERVICENOW INC$14.1M0.37%15,796CommonSOLE
882508104TXNTEXAS INSTRS INC$14.0M0.36%67,859CommonSOLE
68389X105ORCLORACLE CORP$13.9M0.36%81,619CommonSOLE
98978V103ZTSZOETIS INC$13.6M0.35%69,459CommonSOLE
464288240ACWXISHARES TR$13.3M0.35%232,677CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$13.0M0.34%28,274CommonSOLE
74340W103PLDPROLOGIS INC.$12.9M0.34%102,533CommonSOLE
78468R101SPTSSPDR SER TR$12.9M0.34%438,777CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$12.8M0.33%12,186CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$12.7M0.33%240,071CommonSOLE
87612E106TGTTARGET CORP$12.7M0.33%81,195CommonSOLE
464287499IWRISHARES TR$12.3M0.32%139,964CommonSOLE
166764100CVXCHEVRON CORP NEW$12.3M0.32%83,648CommonSOLE
713448108PEPPEPSICO INC$12.2M0.32%71,849CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$12.1M0.32%35,414CommonSOLE
78468R721TFISPDR SER TR$12.0M0.31%255,595CommonSOLE
858119100STLDSTEEL DYNAMICS INC$11.6M0.30%91,956CommonSOLE
046353108AZNNASTRAZENECA PLC$11.6M0.30%148,288CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$11.3M0.29%149,860CommonSOLE
461202103INTUINTUIT$11.2M0.29%18,099CommonSOLE
G54950103LINLINDE PLC$11.2M0.29%23,494CommonSOLE
464287234EEMISHARES TR$11.0M0.29%239,748CommonSOLE
580135101MCDMCDONALDS CORP$10.9M0.28%35,944CommonSOLE
060505104BACBANK AMERICA CORP$10.6M0.28%267,669CommonSOLE
464288158SUBISHARES TR$10.5M0.27%99,340CommonSOLE
532457108LLYELI LILLY & CO$9.9M0.26%11,193CommonSOLE
11135F101AVGOBROADCOM INC$9.8M0.25%56,567CommonSOLE
254687106DISDISNEY WALT CO$9.3M0.24%97,106CommonSOLE
922908629VOVANGUARD INDEX FDS$9.3M0.24%35,182CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$9.2M0.24%50,002CommonSOLE
863667101SYKSTRYKER CORPORATION$9.2M0.24%25,484CommonSOLE
191216100KOCOCA COLA CO$8.9M0.23%123,370CommonSOLE
002824100ABTABBOTT LABS$8.7M0.23%76,473CommonSOLE
46436E551XJHISHARES TR$8.7M0.23%205,861CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$8.7M0.23%169,994CommonSOLE
464287655IWMISHARES TR$8.6M0.22%38,817CommonSOLE
464287739IYRISHARES TR$8.5M0.22%83,173CommonSOLE
92204A108VCRVANGUARD WORLD FD$8.4M0.22%24,567CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$8.4M0.22%22,688CommonSOLE
922908751VBVANGUARD INDEX FDS$8.3M0.22%35,132CommonSOLE
871829107SYYSYSCO CORP$8.1M0.21%104,068CommonSOLE
46434V647REETISHARES TR$8.1M0.21%303,031CommonSOLE
46435U663ESMLISHARES TR$7.7M0.20%183,489CommonSOLE
464288646IGSBISHARES TR$7.5M0.20%142,547CommonSOLE
91913Y100VLOVALERO ENERGY CORP$7.5M0.19%55,231CommonSOLE
45765U103NSITINSIGHT ENTERPRISES INC$6.9M0.18%32,199CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$6.9M0.18%152,238CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$6.9M0.18%8,412CommonSOLE
17275R102CSCOCISCO SYS INC$6.7M0.18%126,788CommonSOLE
464288588MBBISHARES TR$6.7M0.17%70,131CommonSOLE
92204A504VHTVANGUARD WORLD FD$6.6M0.17%23,548CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$6.6M0.17%27,559CommonSOLE
20030N101CMCSACOMCAST CORP NEW$6.3M0.16%151,098CommonSOLE
74624M102PPURE STORAGE INC$6.3M0.16%125,106CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$6.3M0.16%152,087CommonSOLE
N07059210ASMLASML HOLDING N V$6.1M0.16%7,371CommonSOLE
85207H104PHYSSPROTT PHYSICAL GOLD TR$6.1M0.16%299,167CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$6.0M0.16%40,266CommonSOLE
464287101OEFISHARES TR$6.0M0.16%21,681CommonSOLE
443573100HUBSHUBSPOT INC$5.9M0.15%11,057CommonSOLE
65339F101NEENEXTERA ENERGY INC$5.8M0.15%69,153CommonSOLE
595112103MUMICRON TECHNOLOGY INC$5.8M0.15%56,052CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$5.8M0.15%39,157CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$5.8M0.15%21,466CommonSOLE
921909768VXUSVANGUARD STAR FDS$5.5M0.14%85,488CommonSOLE
79466L302CRMSALESFORCE INC$5.5M0.14%20,060CommonSOLE
654106103NKENIKE INC$5.4M0.14%61,627CommonSOLE
020002101ALLALLSTATE CORP$5.4M0.14%28,529CommonSOLE
30231G102XOMEXXON MOBIL CORP$5.4M0.14%45,959CommonSOLE
92206C706VGITVANGUARD SCOTTSDALE FDS$5.3M0.14%88,011CommonSOLE
038222105AMATAPPLIED MATLS INC$5.3M0.14%26,312CommonSOLE
78470E106EFAXSPDR INDEX SHS FDS$5.3M0.14%120,967CommonSOLE
23804L103DDOGDATADOG INC$5.3M0.14%45,933CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$5.3M0.14%18,837CommonSOLE
922280102VRNSVARONIS SYS INC$5.3M0.14%93,210CommonSOLE
464287648IWOISHARES TR$5.2M0.14%18,427CommonSOLE
149123101CATCATERPILLAR INC$5.2M0.14%13,360CommonSOLE
72201R775BONDPIMCO ETF TR$5.2M0.13%54,597CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$5.0M0.13%74,142CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$5.0M0.13%26,030CommonSOLE
58933Y105MRKMERCK & CO INC$5.0M0.13%43,716CommonSOLE
83200N103SMARGBPSMARTSHEET INC$4.9M0.13%88,199CommonSOLE
78464A672SPTISPDR SER TR$4.8M0.12%163,595CommonSOLE
46434V456IQLTISHARES TR$4.7M0.12%112,782CommonSOLE
78464A375SPIBSPDR SER TR$4.6M0.12%136,371CommonSOLE
78464A474SPSBSPDR SER TR$4.6M0.12%150,374CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$4.5M0.12%16,594CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$4.5M0.12%17,363CommonSOLE
464287440IEFISHARES TR$4.5M0.12%45,527CommonSOLE
291011104EMREMERSON ELEC CO$4.3M0.11%39,573CommonSOLE
001055102AFLAFLAC INC$4.3M0.11%38,704CommonSOLE
803054204SAPSAP SE$4.2M0.11%18,237CommonSOLE
464287663IUSVISHARES TR$4.1M0.11%42,850CommonSOLE
835699307SONYSONY GROUP CORP$4.0M0.10%41,660CommonSOLE
78464A839MDYVSPDR SER TR$4.0M0.10%50,239CommonSOLE
81141R100SESEA LTD$4.0M0.10%42,101CommonSOLE
46435G524IGROISHARES TR$4.0M0.10%53,058CommonSOLE
92204A603VISVANGUARD WORLD FD$4.0M0.10%15,212CommonSOLE
172967424CCITIGROUP INC$3.9M0.10%62,873CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$3.9M0.10%16,813CommonSOLE
743315103PGRPROGRESSIVE CORP$3.9M0.10%15,371CommonSOLE
82509L107SHOPSHOPIFY INC$3.9M0.10%48,332CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$3.8M0.10%6,713CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$3.8M0.10%7,184CommonSOLE
46434G863ESGEISHARES INC$3.7M0.10%102,565CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$3.7M0.10%14,041CommonSOLE
053332102AZOAUTOZONE INC$3.7M0.10%1,164CommonSOLE
464288570DSIISHARES TR$3.7M0.10%33,643CommonSOLE
464288182AAXJISHARES TR$3.7M0.10%46,641CommonSOLE
032108557ETHOAMPLIFY ETF TR$3.6M0.09%60,862CommonSOLE
907818108UNPUNION PAC CORP$3.5M0.09%14,311CommonSOLE
842587107SOSOUTHERN CO$3.5M0.09%39,107CommonSOLE
46436E742EMXFISHARES TR$3.5M0.09%86,891CommonSOLE
233051192EMCRDBX ETF TR$3.5M0.09%107,086CommonSOLE
464287671IUSGISHARES TR$3.5M0.09%26,364CommonSOLE
00287Y109ABBVABBVIE INC$3.5M0.09%17,508CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$3.4M0.09%25,254CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$3.4M0.09%20,989CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$3.3M0.09%28,782CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$3.3M0.09%73,777CommonSOLE
609207105MDLZMONDELEZ INTL INC$3.3M0.09%44,881CommonSOLE
92204A207VDCVANGUARD WORLD FD$3.3M0.09%15,029CommonSOLE
036752103ELVELEVANCE HEALTH INC$3.3M0.09%6,286CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$3.2M0.08%49,224CommonSOLE
98419M100XYLXYLEM INC$3.0M0.08%22,404CommonSOLE
465741106ITRIITRON INC$3.0M0.08%27,728CommonSOLE
78464A300SLYVSPDR SER TR$2.9M0.08%33,379CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$2.9M0.07%11,950CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$2.8M0.07%10,256CommonSOLE
438516106HONHONEYWELL INTL INC$2.8M0.07%13,541CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$2.8M0.07%35,500CommonSOLE
025816109AXPAMERICAN EXPRESS CO$2.8M0.07%10,291CommonSOLE
252131107DXCMDEXCOM INC$2.8M0.07%41,495CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$2.8M0.07%15,449CommonSOLE
464288802SUSAISHARES TR$2.8M0.07%22,932CommonSOLE
458140100INTCINTEL CORP$2.7M0.07%115,524CommonSOLE
053611109AVYAVERY DENNISON CORP$2.7M0.07%12,049CommonSOLE
446413106HIIHUNTINGTON INGALLS INDS INC$2.7M0.07%10,052CommonSOLE
88160R101TSLATESLA INC$2.7M0.07%10,132CommonSOLE
81369Y860XLRESELECT SECTOR SPDR TR$2.6M0.07%58,696CommonSOLE
30034W106EVRGEVERGY INC$2.6M0.07%41,705CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$2.6M0.07%39,183CommonSOLE
78464A664SPTLSPDR SER TR$2.6M0.07%88,011CommonSOLE
931142103WMTWALMART INC$2.5M0.07%31,547CommonSOLE
42809H107HESHESS CORP$2.5M0.07%18,689CommonSOLE
464287309IVWISHARES TR$2.5M0.07%26,221CommonSOLE
464288372IGFISHARES TR$2.5M0.07%45,955CommonSOLE
26875P101EOGEOG RES INC$2.5M0.06%19,938CommonSOLE
278865100ECLECOLAB INC$2.4M0.06%9,447CommonSOLE
589889104MMSIMERIT MED SYS INC$2.4M0.06%24,350CommonSOLE
G25508105CRHCRH PLC$2.3M0.06%25,315CommonSOLE
058498106BALLBALL CORP$2.3M0.06%34,366CommonSOLE
855244109SBUXSTARBUCKS CORP$2.3M0.06%23,788CommonSOLE
46436E544XJRISHARES TR$2.3M0.06%54,577CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$2.2M0.06%19,127CommonSOLE
278642103EBAYEBAY INC.$2.2M0.06%34,482CommonSOLE
086516101BBYBEST BUY INC$2.2M0.06%21,504CommonSOLE
46434V621DGROISHARES TR$2.2M0.06%35,130CommonSOLE
316773100FITBFIFTH THIRD BANCORP$2.2M0.06%50,964CommonSOLE
464287408IVEISHARES TR$2.2M0.06%11,010CommonSOLE
701094104PHPARKER-HANNIFIN CORP$2.1M0.06%3,401CommonSOLE
46435G516ESGDISHARES TR$2.1M0.06%25,103CommonSOLE
746729102PLDRPUTNAM ETF TRUST$2.1M0.05%62,108CommonSOLE
46641Q241BBAGJ P MORGAN EXCHANGE TRADED F$2.1M0.05%43,529CommonSOLE
928881101VNTVONTIER CORPORATION$2.1M0.05%60,851CommonSOLE
464288323NYFISHARES TR$2.0M0.05%37,552CommonSOLE
89832Q109TFCTRUIST FINL CORP$2.0M0.05%47,424CommonSOLE
052769106ADSKAUTODESK INC$2.0M0.05%7,305CommonSOLE
833034101SNASNAP ON INC$2.0M0.05%6,930CommonSOLE
02005N100ALLYALLY FINL INC$2.0M0.05%56,137CommonSOLE
548661107LOWLOWES COS INC$1.9M0.05%7,170CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.9M0.05%8,778CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$1.9M0.05%3,920CommonSOLE
808524607SCHASCHWAB STRATEGIC TR$1.9M0.05%36,131CommonSOLE
88162G103TTEKTETRA TECH INC NEW$1.8M0.05%39,205CommonSOLE
26701L100BROSDUTCH BROS INC$1.8M0.05%57,323CommonSOLE
244199105DEDEERE & CO$1.8M0.05%4,342CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$1.8M0.05%430CommonSOLE
41068X100HASIHA SUSTAINABLE INFRA CAP INC$1.8M0.05%52,396CommonSOLE
125141101CECOCECO ENVIRONMENTAL CORP$1.8M0.05%63,774CommonSOLE
18915M107NETCLOUDFLARE INC$1.8M0.05%21,891CommonSOLE
92857W308VODVODAFONE GROUP PLC NEW$1.7M0.04%170,833CommonSOLE
444859102HUMHUMANA INC$1.7M0.04%5,350CommonSOLE
464287564ICFISHARES TR$1.7M0.04%25,175CommonSOLE
125523100CITHE CIGNA GROUP$1.7M0.04%4,774CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$1.6M0.04%22,272CommonSOLE
808524706SCHESCHWAB STRATEGIC TR$1.6M0.04%54,712CommonSOLE
717081103PFEPFIZER INC$1.6M0.04%54,665CommonSOLE
58155Q103MCKMCKESSON CORP$1.6M0.04%3,163CommonSOLE
88588G109TSMETHRIVENT ETF TRUST$1.5M0.04%42,289CommonSOLE
91680M107UPSTUPSTART HLDGS INC$1.5M0.04%38,547CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$1.5M0.04%14,653CommonSOLE
832696405SJMSMUCKER J M CO$1.5M0.04%12,292CommonSOLE
686688102ORAORMAT TECHNOLOGIES INC$1.5M0.04%19,277CommonSOLE
670100205NVONOVO-NORDISK A S$1.5M0.04%12,348CommonSOLE
744320102PRUPRUDENTIAL FINL INC$1.5M0.04%12,046CommonSOLE
46432F339QUALISHARES TR$1.4M0.04%8,006CommonSOLE
36118L106FUTUFUTU HLDGS LTD$1.4M0.04%15,000CommonSOLE
94724R108WEAVWEAVE COMMUNICATIONS INC$1.4M0.04%110,730CommonSOLE
750917106RMBSRAMBUS INC DEL$1.4M0.04%33,249CommonSOLE
16359R103CHECHEMED CORP NEW$1.4M0.04%2,321CommonSOLE
92204A876VPUVANGUARD WORLD FD$1.4M0.04%7,859CommonSOLE
78463X848CWISPDR INDEX SHS FDS$1.4M0.04%44,556CommonSOLE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$1.3M0.03%130,927CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$1.3M0.03%14,927CommonSOLE
09260D107BXBLACKSTONE INC$1.3M0.03%8,605CommonSOLE
67092P300NULVNUSHARES ETF TR$1.3M0.03%31,577CommonSOLE
808524102SCHBSCHWAB STRATEGIC TR$1.3M0.03%19,649CommonSOLE
436440101HO1HOLOGIC INC$1.3M0.03%15,737CommonSOLE
92840M102VSTVISTRA CORP$1.3M0.03%10,653CommonSOLE
05969A105TBBKBANCORP INC DEL$1.2M0.03%22,908CommonSOLE
78468R796SPYXSPDR SER TR$1.2M0.03%25,883CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$1.2M0.03%8,586CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$1.2M0.03%7,810CommonSOLE
009158106APDAIR PRODS & CHEMS INC$1.2M0.03%4,004CommonSOLE
15135B101CNCCENTENE CORP DEL$1.2M0.03%15,782CommonSOLE
16411R208LNGCHENIERE ENERGY INC$1.2M0.03%6,573CommonSOLE
12504L109CBRECBRE GROUP INC$1.2M0.03%9,364CommonSOLE
91688F104UPWKUPWORK INC$1.2M0.03%110,409CommonSOLE
285512109EAELECTRONIC ARTS INC$1.1M0.03%7,930CommonSOLE
92204A884VOXVANGUARD WORLD FD$1.1M0.03%7,728CommonSOLE
H42097107UBSUBS GROUP AG$1.1M0.03%36,226CommonSOLE
65473P105NINISOURCE INC$1.1M0.03%32,025CommonSOLE
46434G103IEMGISHARES INC$1.1M0.03%19,327CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$1.1M0.03%12,242CommonSOLE
46432F834IXUSISHARES TR$1.1M0.03%15,191CommonSOLE
89151E109TTENTOTALENERGIES SE$1.1M0.03%16,826CommonSOLE
369550108GDGENERAL DYNAMICS CORP$1.1M0.03%3,569CommonSOLE
29109X106AZPN1USDASPEN TECHNOLOGY INC$1.1M0.03%4,500CommonSOLE
29670E107EPRTESSENTIAL PPTYS RLTY TR INC$1.1M0.03%31,453CommonSOLE
74276L105PRCTPROCEPT BIOROBOTICS CORP$1.1M0.03%13,386CommonSOLE
147528103CASYCASEYS GEN STORES INC$1.1M0.03%2,832CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$1.1M0.03%4,275CommonSOLE
693506107PPGPPG INDS INC$1.1M0.03%7,977CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$1.1M0.03%7,418CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$1.0M0.03%20,070CommonSOLE
74762E102QUREQUANTA SVCS INC$1.0M0.03%3,460CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$1.0M0.03%7,006CommonSOLE
92204A405VFHVANGUARD WORLD FD$1.0M0.03%9,311CommonSOLE
98980G102ZSZSCALER INC$1.0M0.03%5,929CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.0M0.03%1,624CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$994,5420.03%4,248CommonSOLE
88579Y101MMM3M CO$988,5460.03%7,232CommonSOLE
464288638IGIBISHARES TR$986,6220.03%18,366CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$977,6480.03%11,566CommonSOLE
904767704UNILEVER PLC$973,8800.03%14,992CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$969,6410.03%4,839CommonSOLE
921910733ESGVVANGUARD WORLD FD$961,5070.03%9,459CommonSOLE
55305B101MHOM/I HOMES INC$959,6160.02%5,600CommonSOLE
46284V101IRMIRON MTN INC DEL$957,4130.02%8,057CommonSOLE
29355A107ENPHENPHASE ENERGY INC$949,9330.02%8,405CommonSOLE
65158N102NMRKNEWMARK GROUP INC$947,3460.02%61,001CommonSOLE
722304102PDDPDD HOLDINGS INC$943,6700.02%7,000CommonSOLE
464287614IWFISHARES TR$941,8280.02%2,509CommonSOLE
464287598IWDISHARES TR$936,4730.02%4,934CommonSOLE
80105N105SNYSANOFI$930,0910.02%16,139CommonSOLE
14174T107CTRECARETRUST REIT INC$925,8000.02%30,000CommonSOLE
12685J105CABOCABLE ONE INC$919,6090.02%2,629CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$918,6510.02%10,463CommonSOLE
464287473IWSISHARES TR$913,7150.02%6,909CommonSOLE
088606108BHPBHP GROUP LTD$911,9610.02%14,683CommonSOLE
44925C103ICFIICF INTL INC$911,1880.02%5,463CommonSOLE
753422104RPDRAPID7 INC$908,6940.02%22,780CommonSOLE
767204100RIORIO TINTO PLC$901,2260.02%12,663CommonSOLE
126650100CVSCVS HEALTH CORP$886,6710.02%14,101CommonSOLE
022671101AMALAMALGAMATED FINANCIAL CORP$878,4540.02%28,003CommonSOLE
922042676VNQIVANGUARD INTL EQUITY INDEX F$859,8850.02%18,331CommonSOLE
82452J109FOURSHIFT4 PMTS INC$856,7620.02%9,670CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$846,0560.02%8,246CommonSOLE
892331307TMTOYOTA MOTOR CORP$839,6360.02%4,702CommonSOLE
875465106SKTTANGER INC$839,4540.02%25,300CommonSOLE
336901103SRCE1ST SOURCE CORP$838,3200.02%14,000CommonSOLE
459044103IBOCINTERNATIONAL BANCSHARES COR$837,0600.02%14,000CommonSOLE
12621E103CNOCNO FINL GROUP INC$832,3970.02%23,715CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$824,8360.02%8,601CommonSOLE
48666K109KBHKB HOME$822,6240.02%9,600CommonSOLE
533535100LINCLINCOLN EDL SVCS CORP$814,3920.02%68,207CommonSOLE
98389B100XELXCEL ENERGY INC$814,0950.02%12,467CommonSOLE
464287556IBBISHARES TR$808,5170.02%5,553CommonSOLE
62482R10707WAMR COOPER GROUP INC$801,9660.02%8,700CommonSOLE
G7S00T104PNRPENTAIR PLC$800,4110.02%8,185CommonSOLE
M7S64H106MNDYMONDAY COM LTD$791,9220.02%2,851CommonSOLE
064149107BNSBANK NOVA SCOTIA HALIFAX$791,0310.02%14,517CommonSOLE
457187102INGRINGREDION INC$786,7870.02%5,725CommonSOLE
87265H109T86TRI POINTE HOMES INC$785,3580.02%17,333CommonSOLE
675234108OCFCOCEANFIRST FINL CORP$783,9590.02%42,171CommonSOLE
46436E874IBTEISHARES TR$783,7200.02%32,655CommonSOLE
49803T300KRGKITE RLTY GROUP TR$780,8640.02%29,400CommonSOLE
88033G407THCTENET HEALTHCARE CORP$780,4750.02%4,696CommonSOLE
52472M101LEGHLEGACY HOUSING CORP$778,3540.02%28,459CommonSOLE
95040Q104WELLWELLTOWER INC$773,6850.02%6,043CommonSOLE
12572Q105CMECME GROUP INC$772,7160.02%3,502CommonSOLE
922908637VVVANGUARD INDEX FDS$770,9130.02%2,928CommonSOLE
320817109FRMEFIRST MERCHANTS CORP$766,3200.02%20,600CommonSOLE
464288257ACWIISHARES TR$766,0410.02%6,408CommonSOLE
056525108BMIBADGER METER INC$765,0900.02%3,503CommonSOLE
224408104CRCRANE COMPANY$764,4920.02%4,830CommonSOLE
37733W204GSKGSK PLC$761,1040.02%18,618CommonSOLE
902788108UMBFUMB FINL CORP$758,4740.02%7,216CommonSOLE
830879102SKYWSKYWEST INC$756,6780.02%8,900CommonSOLE
966084204WSRWHITESTONE REIT$754,8520.02%55,791CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$754,8420.02%5,888CommonSOLE
410120109HWCHANCOCK WHITNEY CORPORATION$752,1990.02%14,700CommonSOLE
G5509L101LIVNLIVANOVA PLC$751,3220.02%14,300CommonSOLE
G3398L118PLGOFIDELIS INSURANCE HOLDINGS L$751,2960.02%41,600CommonSOLE
57638P104MBCMASTERBRAND INC$750,8700.02%40,500CommonSOLE
398433102GFFGRIFFON CORP$750,1900.02%10,717CommonSOLE
82981J851SITCSITE CTRS CORP$744,1500.02%12,300CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$743,1580.02%7,003CommonSOLE
413160102HLITHARMONIC INC$741,9340.02%50,922CommonSOLE
402635502GPORGULFPORT ENERGY OPERATING CO$741,6150.02%4,900CommonSOLE
40434L105HPQHP INC$740,1950.02%20,636CommonSOLE
902681105UGIUGI CORP NEW$739,5660.02%29,559CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$738,4010.02%36,090CommonSOLE
05379B107AVAAVISTA CORP$736,2500.02%19,000CommonSOLE
783549108RRYDER SYS INC$729,0000.02%5,000CommonSOLE
55345K10337MMRC GLOBAL INC$723,7590.02%56,810CommonSOLE
G4474Y214JHGJANUS HENDERSON GROUP PLC$719,2570.02%18,893CommonSOLE
412822108HOGHARLEY DAVIDSON INC$716,5810.02%18,598CommonSOLE
Y2065G121DHTDHT HOLDINGS INC$714,7440.02%64,800CommonSOLE
95082P105WCCWESCO INTL INC$711,7310.02%4,237CommonSOLE
22266M104COURCOURSERA INC$711,7100.02%89,636CommonSOLE
603158106MTXMINERALS TECHNOLOGIES INC$710,5160.02%9,200CommonSOLE
06738C778DJPBARCLAYS BANK PLC$709,2800.02%22,000CommonSOLE
092113109BKHBLACK HILLS CORP$709,0530.02%11,601CommonSOLE
49926D109KNKNOWLES CORP$708,8860.02%39,317CommonSOLE
256677105DGDOLLAR GEN CORP NEW$707,8510.02%8,370CommonSOLE
384802104GWWGRAINGER W W INC$707,4300.02%681CommonSOLE
Y41053102INSWINTERNATIONAL SEAWAYS INC$707,0940.02%13,714CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$707,0230.02%19,006CommonSOLE
62955J103NOVNOV INC$704,2770.02%44,100CommonSOLE
320209109FFBCFIRST FINL BANCORP OH$703,9170.02%27,900CommonSOLE
87724P106TMHCTAYLOR MORRISON HOME CORP$702,6000.02%10,000CommonSOLE
59001A102MTHMERITAGE HOMES CORP$697,2380.02%3,400CommonSOLE
154760409CPFCENTRAL PAC FINL CORP$694,5470.02%23,536CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$692,8140.02%3,498CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$691,1800.02%1CommonSOLE
651639106NEMNEWMONT CORP$687,5810.02%12,864CommonSOLE
68621T102OBKORIGIN BANCORP INC$685,0080.02%21,300CommonSOLE
666762109NRIMNORTHRIM BANCORP INC$683,7120.02%9,600CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$676,3870.02%4,242CommonSOLE
297178105ESSESSEX PPTY TR INC$676,2160.02%2,289CommonSOLE
46434V613IUSBISHARES TR$671,4600.02%14,250CommonSOLE
Y7542C130STNGSCORPIO TANKERS INC$663,0900.02%9,300CommonSOLE
410495204HAFCHANMI FINL CORP$662,5880.02%35,623CommonSOLE
248019101DLXDELUXE CORP$661,2180.02%33,926CommonSOLE
25434V724DFUVDIMENSIONAL ETF TRUST$659,1610.02%15,811CommonSOLE
10576N102BRZEBRAZE INC$657,2780.02%20,324CommonSOLE
004498101ACIWACI WORLDWIDE INC$656,6100.02%12,900CommonSOLE
34354P105FLSFLOWSERVE CORP$656,2050.02%12,695CommonSOLE
66987V109NVSNOVARTIS AG$653,3140.02%5,680CommonSOLE
G42706104HGHAMILTON INSURANCE GROUP LTD$649,8240.02%33,600CommonSOLE
75960P104RELYREMITLY GLOBAL INC$647,4330.02%48,352CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$644,8840.02%5,835CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$642,5810.02%1,308CommonSOLE
09739D100BCCBOISE CASCADE CO DEL$642,3050.02%4,556CommonSOLE
126402106CSWCSW INDUSTRIALS INC$639,7170.02%1,746CommonSOLE
456837103INGING GROEP N.V.$627,3010.02%34,543CommonSOLE
453838609IBCPINDEPENDENT BK CORP MICH$625,6460.02%18,760CommonSOLE
969904101WSMWILLIAMS SONOMA INC$623,5530.02%4,025CommonSOLE
383082104GRCGORMAN RUPP CO$623,0050.02%15,995CommonSOLE
756109104OREALTY INCOME CORP$622,1500.02%9,810CommonSOLE
806882106SCHN1EURRADIUS RECYCLING INC$620,7380.02%33,481CommonSOLE
184499101CLNECLEAN ENERGY FUELS CORP$619,4220.02%199,171CommonSOLE
92204A801VAWVANGUARD WORLD FD$615,5890.02%2,911CommonSOLE
370334104GISGENERAL MLS INC$606,2350.02%8,209CommonSOLE
53115L104LBRTLIBERTY ENERGY INC$605,8400.02%31,736CommonSOLE
78468R663BILSPDR SER TR$604,8440.02%6,588CommonSOLE
29249E109ACTENACT HLDGS INC$599,4450.02%16,500CommonSOLE
552848103MTGMGIC INVT CORP WIS$594,9440.02%23,240CommonSOLE
30161N101EXCEXELON CORP$593,6930.02%14,641CommonSOLE
G0692U109AXSAXIS CAP HLDGS LTD$589,1140.02%7,400CommonSOLE
915271100UVSPUNIVEST FINANCIAL CORPORATIO$585,3120.02%20,800CommonSOLE
526107107LIILENNOX INTL INC$581,9310.02%963CommonSOLE
464287481IWPISHARES TR$581,6410.02%4,959CommonSOLE
066849100BHBBAR HBR BANKSHARES$580,4400.02%18,821CommonSOLE
124411109BYBYLINE BANCORP INC$578,2320.02%21,600CommonSOLE
049468101TEAMATLASSIAN CORPORATION$577,7510.02%3,638CommonSOLE
55272X607MFAMFA FINL INC$574,9440.01%45,200CommonSOLE
531914109LWAYLIFEWAY FOODS INC$567,6480.01%21,900CommonSOLE
552690109MDUMDU RES GROUP INC$567,0580.01%20,688CommonSOLE
336433107FSLRFIRST SOLAR INC$566,7280.01%2,272CommonSOLE
464287705IJJISHARES TR$557,0320.01%4,506CommonSOLE
554382101MACMACERICH CO$552,6720.01%30,300CommonSOLE
09075A108BVSBIOVENTUS INC$550,8950.01%46,100CommonSOLE
460690100IPGINTERPUBLIC GROUP COS INC$549,8880.01%17,385CommonSOLE
921910816MGKVANGUARD WORLD FD$547,3150.01%1,700CommonSOLE
39874R101GOGROCERY OUTLET HLDG CORP$546,0860.01%31,116CommonSOLE
91704F104UEURBAN EDGE PPTYS$545,4450.01%25,500CommonSOLE
75513E101RTXRTX CORPORATION$545,4020.01%4,502CommonSOLE
126408103CSXCSX CORP$544,5730.01%15,771CommonSOLE
505743104LADRLADDER CAP CORP$544,0400.01%46,900CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$540,4570.01%4,895CommonSOLE
67103X102OFGOFG BANCORP$539,5340.01%12,011CommonSOLE
22002T108CDPCOPT DEFENSE PROPERTIES$527,7420.01%17,400CommonSOLE
921910873MGCVANGUARD WORLD FD$526,3120.01%2,547CommonSOLE
320517105FHNFIRST HORIZON CORPORATION$520,2550.01%33,500CommonSOLE
075887109BDXBECTON DICKINSON & CO$518,8470.01%2,152CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$517,0330.01%2,179CommonSOLE
949746101WMT2WELLS FARGO CO NEW$516,4320.01%9,142CommonSOLE
681116109OLLIOLLIES BARGAIN OUTLET HLDGS$515,1600.01%5,300CommonSOLE
636274409NGGNATIONAL GRID PLC$511,6900.01%7,344CommonSOLE
00508Y102AYIACUITY BRANDS INC$509,1960.01%1,849CommonSOLE
74164F103PRIMPRIMORIS SVCS CORP$505,2960.01%8,700CommonSOLE
46435G425ESGUISHARES TR$503,4580.01%3,990CommonSOLE
398905109GPIGROUP 1 AUTOMOTIVE INC$497,9520.01%1,300CommonSOLE
10948C107BVBRIGHTVIEW HLDGS INC$492,6620.01%31,300CommonSOLE
81784E101SEVNSEVEN HILLS REALTY TRUST$487,4580.01%35,400CommonSOLE
224441105CXTCRANE NXT CO$480,1600.01%8,559CommonSOLE
18539C105NY4BCLEARWAY ENERGY INC$476,2750.01%16,729CommonSOLE
57686G105MATXMATSON INC$470,6460.01%3,300CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$470,0890.01%3,927CommonSOLE
668074305NWENORTHWESTERN ENERGY GROUP IN$469,2040.01%8,200CommonSOLE
518439104ELLAUDER ESTEE COS INC$468,8420.01%4,703CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$467,3650.01%5,807CommonSOLE
353469109FCFRANKLIN COVEY CO$465,7970.01%11,325CommonSOLE
69007J106OUTFRONT MEDIA INC$465,6390.01%25,334CommonSOLE
78454L100SMSM ENERGY CO$464,0120.01%11,609CommonSOLE
43689E107HBCPHOME BANCORP INC$461,2250.01%10,346CommonSOLE
739128106POWLPOWELL INDS INC$457,5210.01%2,061CommonSOLE
315912808ONEQFIDELITY COMWLTH TR$456,6650.01%6,378CommonSOLE
78470E205EEMXSPDR INDEX SHS FDS$456,1030.01%12,930CommonSOLE
69318J100CNXNPC CONNECTION INC$452,5800.01%6,000CommonSOLE
099406100BOOTBOOT BARN HLDGS INC$449,6490.01%2,688CommonSOLE
03076C106AMPAMERIPRISE FINL INC$447,2590.01%952CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$445,3410.01%3,850CommonSOLE
607828100MODMODINE MFG CO$444,8470.01%3,350CommonSOLE
844895102SWXSOUTHWEST GAS HLDGS INC$442,5600.01%6,000CommonSOLE
302492103FLYWFLYWIRE CORPORATION$438,8420.01%26,775CommonSOLE
687380105ORRFORRSTOWN FINL SVCS INC$436,0510.01%12,126CommonSOLE
12653C108CNXCNX RES CORP$433,1810.01%13,300CommonSOLE
02553E106AEOAMERICAN EAGLE OUTFITTERS IN$427,6490.01%19,100CommonSOLE
G9001E102LILALIBERTY LATIN AMERICA LTD$423,4360.01%44,200CommonSOLE
05368X102AVDXAVIDXCHANGE HOLDINGS INC$422,4500.01%52,090CommonSOLE
00766T100ACMAECOM$421,3420.01%4,080CommonSOLE
30069T101EEEXCELERATE ENERGY INC$420,3910.01%19,100CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$416,8300.01%3,078CommonSOLE

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.