MondegarAI
Cynosure Group, LLC

Q3 2024 · 13F-HR

Cynosure Group, LLCholdings as filed

Filed 2024-11-13 · accession 0001172661-24-004662

$686.1M
Reported value
370
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464288679SHVISHARES TR$62.0M9.04%560,749CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$54.7M7.97%95,327CommonSOLE
464287614IWFISHARES TR$49.8M7.25%132,549CommonSOLE
464287200IVVISHARES TR$27.6M4.02%47,821CommonSOLE
464287150ITOTISHARES TR$23.7M3.46%188,716CommonSOLE
46434V878ICSHISHARES TR$22.7M3.31%446,916CommonSOLE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$19.4M2.83%382,032CommonSOLE
46436E718SGOVISHARES TR$19.2M2.80%190,895CommonSOLE
922908363VOOVANGUARD INDEX FDS$16.2M2.36%30,639CommonSOLE
907818108UNPUNION PAC CORP$15.8M2.31%64,262CommonSOLE
78464A508SPYVSPDR SER TR$14.4M2.10%272,233CommonSOLE
46090E103QQQINVESCO QQQ TR$14.1M2.06%28,950CommonSOLE
369604301GEGE AEROSPACE$13.5M1.96%71,370CommonSOLE
78463V107GLDSPDR GOLD TR$11.8M1.72%48,521CommonSOLE
464287440IEFISHARES TR$11.7M1.70%118,856CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$11.1M1.62%50,146CommonSOLE
464287226AGGISHARES TR$10.4M1.52%102,736CommonSOLE
46432F339QUALISHARES TR$8.9M1.29%49,418CommonSOLE
49845K101KVYOKLAVIYO INC$6.9M1.00%194,643CommonSOLE
47103U845JAAAJANUS DETROIT STR TR$6.7M0.97%131,113CommonSOLE
922908769VTIVANGUARD INDEX FDS$6.1M0.88%22,748CommonSOLE
949746101WMT2WELLS FARGO CO NEW$6.1M0.88%107,158CommonSOLE
98138H101WDAYWORKDAY INC$5.5M0.81%22,661CommonSOLE
594918104MSFTMICROSOFT CORP$5.4M0.79%12,561CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$4.7M0.69%26,413CommonSOLE
36828A101GEVGE VERNOVA INC$4.5M0.66%17,811CommonSOLE
037833100AAPLAPPLE INC$4.3M0.62%18,247CommonSOLE
464287507IJHISHARES TR$4.2M0.62%68,158CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$4.2M0.61%61,782CommonSOLE
023135106AMZNAMAZON COM INC$3.7M0.54%19,863CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$3.7M0.54%17,542CommonSOLE
67066G104NVDANVIDIA CORPORATION$3.6M0.52%29,399CommonSOLE
46432F842IEFAISHARES TR$3.4M0.50%44,163CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$3.1M0.45%50,036CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$3.1M0.44%32,532CommonSOLE
922908751VBVANGUARD INDEX FDS$2.9M0.42%12,110CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$2.8M0.41%33,201CommonSOLE
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12514G108CDWCDW CORP$2.6M0.38%11,464CommonSOLE
84857L101SRSPIRE INC$2.5M0.37%60,436CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$2.5M0.36%8,335CommonSOLE
252131107DXCMDEXCOM INC$2.4M0.35%36,232CommonSOLE
46435G342REMISHARES TR$2.3M0.34%97,947CommonSOLE
256677105DGDOLLAR GEN CORP NEW$2.1M0.31%25,343CommonSOLE
98954M101ZGZILLOW GROUP INC$2.0M0.30%197,779CommonSOLE
02079K305GOOGLALPHABET INC$1.9M0.28%11,596CommonSOLE
532457108LLYELI LILLY & CO$1.9M0.27%2,122CommonSOLE
92189F411BIZDVANECK ETF TRUST$1.9M0.27%112,966CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$1.8M0.26%1,996CommonSOLE
464287291IXNISHARES TR$1.6M0.23%19,222CommonSOLE
149123101CATCATERPILLAR INC$1.6M0.23%3,990CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$1.4M0.21%27,394CommonSOLE
464289859AOAISHARES TR$1.4M0.21%18,228CommonSOLE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$1.4M0.20%6,585CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$1.4M0.20%33,466CommonSOLE
30303M102METAMETA PLATFORMS INC$1.3M0.19%2,304CommonSOLE
743315103PGRPROGRESSIVE CORP$1.3M0.19%5,132CommonSOLE
808524607SCHASCHWAB STRATEGIC TR$1.2M0.18%23,909CommonSOLE
464288158SUBISHARES TR$1.2M0.18%11,337CommonSOLE
56585A102MPCMARATHON PETE CORP$1.1M0.17%6,973CommonSOLE
389637109GBTCGRAYSCALE BITCOIN TR BTC$1.1M0.16%22,072CommonSOLE
46641Q654JMSTJ P MORGAN EXCHANGE TRADED F$1.1M0.16%21,780CommonSOLE
42809H107HESHESS CORP$1.1M0.16%8,164CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$1.1M0.16%7,026CommonSOLE
Y2106R110LPGDORIAN LPG LTD$1.1M0.16%31,655CommonSOLE
124805102CBZCBIZ INC$1.1M0.16%16,033CommonSOLE
29355A107ENPHENPHASE ENERGY INC$1.1M0.15%9,380CommonSOLE
46116X101ITCIEURINTRA-CELLULAR THERAPIES INC$1.1M0.15%14,442CommonSOLE
26856L103ELFE L F BEAUTY INC$1.1M0.15%9,663CommonSOLE
674215207CHRDCHORD ENERGY CORPORATION$1.0M0.15%7,968CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$1.0M0.15%563CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.0M0.15%1,655CommonSOLE
46138J825BSCPINVESCO EXCH TRD SLF IDX FD$982,4860.14%47,578CommonSOLE
G48833118WFRDWEATHERFORD INTL PLC$979,7230.14%11,537CommonSOLE
46434G103IEMGISHARES INC$952,3750.14%16,589CommonSOLE
46138J791BSCQINVESCO EXCH TRD SLF IDX FD$940,9920.14%48,108CommonSOLE
670100205NVONOVO-NORDISK A S$917,6760.13%7,707CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$909,4740.13%1,976CommonSOLE
46138J783BSCRINVESCO EXCH TRD SLF IDX FD$901,5790.13%45,719CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$881,1550.13%8,458CommonSOLE
464287499IWRISHARES TR$880,7860.13%9,993CommonSOLE
81762P102NOWSERVICENOW INC$862,1920.13%964CommonSOLE
46138J643BSCSINVESCO EXCH TRD SLF IDX FD$859,2850.13%41,794CommonSOLE
64110L106NFLXNETFLIX INC$858,9270.13%1,211CommonSOLE
98980F104GTMZOOMINFO TECHNOLOGIES INC$857,6230.12%83,103CommonSOLE
020764106AMRALPHA METALLURGICAL RESOUR I$839,8560.12%3,556CommonSOLE
922908736VUGVANGUARD INDEX FDS$828,5760.12%2,158CommonSOLE
78409V104SPGIS&P GLOBAL INC$825,5730.12%1,598CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$824,8310.12%4,165CommonSOLE
808524508SCHMSCHWAB STRATEGIC TR$809,6290.12%9,744CommonSOLE
G29183103ETNEATON CORP PLC$805,4710.12%2,430CommonSOLE
30214U102EXPOEXPONENT INC$805,4610.12%6,987CommonSOLE
74762E102QUREQUANTA SVCS INC$805,0050.12%2,700CommonSOLE
74164M108PRIPRIMERICA INC$801,8130.12%3,024CommonSOLE
464287465EFAISHARES TR$791,0270.12%9,459CommonSOLE
58155Q103MCKMCKESSON CORP$789,6010.12%1,597CommonSOLE
303250104FICOFAIR ISAAC CORP$781,2970.11%402CommonSOLE
05464C101AXONAXON ENTERPRISE INC$781,2180.11%1,955CommonSOLE
000360206AAONAAON INC$780,1150.11%7,234CommonSOLE
199908104FIXCOMFORT SYS USA INC$772,8930.11%1,980CommonSOLE
911922102USLMUNITED STS LIME & MINERALS I$767,1190.11%7,855CommonSOLE
49714P108KNSLKINSALE CAP GROUP INC$764,4660.11%1,642CommonSOLE
04016X101ARGXARGENX SE$763,2490.11%1,408CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$755,1560.11%4,736CommonSOLE
859241101STRLSTERLING INFRASTRUCTURE INC$754,2490.11%5,201CommonSOLE
126402106CSWCSW INDUSTRIALS INC$753,2970.11%2,056CommonSOLE
254067101DDSDILLARDS INC$748,1960.11%1,950CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$744,0050.11%11,480CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$742,3460.11%3,557CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$740,8690.11%2,633CommonSOLE
G87264100TGLSTECNOGLASS INC$736,5840.11%10,728CommonSOLE
70932M107PFSIPENNYMAC FINL SVCS INC NEW$735,5620.11%6,454CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$732,3980.11%1,483CommonSOLE
62482R10707WAMR COOPER GROUP INC$730,4340.11%7,924CommonSOLE
056525108BMIBADGER METER INC$727,7420.11%3,332CommonSOLE
501147102KRYSKRYSTAL BIOTECH INC$726,1180.11%3,989CommonSOLE
78709Y105SAIASAIA INC$725,4150.11%1,659CommonSOLE
626755102MUSAMURPHY USA INC$725,0120.11%1,471CommonSOLE
630402105NSSCNAPCO SEC TECHNOLOGIES INC$720,5520.11%17,809CommonSOLE
88160R101TSLATESLA INC$719,4810.10%2,750CommonSOLE
59100U108CASHPATHWARD FINANCIAL INC$718,9810.10%10,892CommonSOLE
689648103OTTROTTER TAIL CORP$715,2420.10%9,151CommonSOLE
05464T104AXSMAXSOME THERAPEUTICS INC$712,6690.10%7,930CommonSOLE
11135F101AVGOBROADCOM INC$712,4940.10%4,130CommonSOLE
87612G101TRGPTARGA RES CORP$693,7230.10%4,687CommonSOLE
15118V207CELHCELSIUS HLDGS INC$690,9860.10%22,034CommonSOLE
88642R109TDWTIDEWATER INC NEW$690,4040.10%9,617CommonSOLE
29358P101ENSGENSIGN GROUP INC$689,0420.10%4,791CommonSOLE
893529107TRNSTRANSCAT INC$683,5580.10%5,660CommonSOLE
92826C839VVISA INC$680,3320.10%2,474CommonSOLE
902673102UFPTUFP TECHNOLOGIES INC$653,9860.10%2,065CommonSOLE
30231G102XOMEXXON MOBIL CORP$647,3030.09%5,522CommonSOLE
02079K107GOOGALPHABET INC$645,5190.09%3,861CommonSOLE
833445109SNOWSNOWFLAKE INC$637,2740.09%5,548CommonSOLE
70975L107PENPENUMBRA INC$599,8350.09%3,087CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$592,3330.09%12,379CommonSOLE
88025U109TXG10X GENOMICS INC$581,3220.08%25,745CommonSOLE
G54950103LINLINDE PLC$567,0290.08%1,189CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$563,9680.08%636CommonSOLE
009066101ABNBAIRBNB INC$562,4030.08%4,435CommonSOLE
40412C101HCAHCA HEALTHCARE INC$552,3530.08%1,359CommonSOLE
464288240ACWXISHARES TR$551,7730.08%9,643CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$550,8250.08%2,469CommonSOLE
872540109TJXTJX COS INC NEW$539,3430.08%4,589CommonSOLE
46137V118PSPINVESCO EXCHANGE TRADED FD T$534,3670.08%7,833CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$531,7060.08%1,504CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$529,7370.08%460CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$524,6590.08%897CommonSOLE
00287Y109ABBVABBVIE INC$519,3830.08%2,630CommonSOLE
882508104TXNTEXAS INSTRS INC$516,3360.08%2,500CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$513,7280.07%3,131CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$510,8200.07%2,635CommonSOLE
922908629VOVANGUARD INDEX FDS$505,8310.07%1,920CommonSOLE
871607107SNPSSYNOPSYS INC$501,4700.07%990CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$490,7930.07%2,478CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$490,4190.07%1,886CommonSOLE
98978V103ZTSZOETIS INC$488,4700.07%2,500CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$487,3110.07%1,798CommonSOLE
548661107LOWLOWES COS INC$485,7180.07%1,793CommonSOLE
46137V548PIDINVESCO EXCHANGE TRADED FD T$485,0650.07%24,523CommonSOLE
461202103INTUINTUIT$483,1550.07%778CommonSOLE
58933Y105MRKMERCK & CO INC$483,1270.07%4,254CommonSOLE
58733R102MELIMERCADOLIBRE INC$482,6990.07%235CommonSOLE
68389X105ORCLORACLE CORP$481,6610.07%2,827CommonSOLE
235851102DHRDANAHER CORPORATION$481,2820.07%1,731CommonSOLE
65339F101NEENEXTERA ENERGY INC$475,7600.07%5,628CommonSOLE
37954Y293MLPXGLOBAL X FDS$470,0030.07%8,635CommonSOLE
09260D107BXBLACKSTONE INC$464,3510.07%3,740CommonSOLE
760759100RSGREPUBLIC SVCS INC$458,3280.07%2,282CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$450,7270.07%107CommonSOLE
N3167Y103RACEFERRARI N V$448,0490.07%953CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$447,8560.07%1,618CommonSOLE
87162W100SNXTD SYNNEX CORPORATION$445,4970.06%3,710CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$444,8540.06%1,529CommonSOLE
464287655IWMISHARES TR$444,3230.06%2,012CommonSOLE
23331A109DHID R HORTON INC$443,5690.06%2,325CommonSOLE
55354G100MSCIMSCI INC$443,0690.06%760CommonSOLE
759530108RELXRELX PLC$442,8750.06%9,332CommonSOLE
872590104TMUST-MOBILE US INC$440,8460.06%2,136CommonSOLE
739128106POWLPOWELL INDS INC$439,3180.06%1,979CommonSOLE
759509102RSRELIANCE INC$439,0200.06%1,518CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$435,4450.06%471CommonSOLE
759916109RGENREPLIGEN CORP$428,1560.06%2,877CommonSOLE
93627C101HCCWARRIOR MET COAL INC$427,8110.06%6,695CommonSOLE
00108J109ACMRACM RESH INC$426,2190.06%20,996CommonSOLE
34959E109FTNTFORTINET INC$425,2850.06%5,484CommonSOLE
482480100KLACKLA CORP$425,1700.06%549CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$424,3650.06%727CommonSOLE
942622200WSOWATSCO INC$423,0170.06%860CommonSOLE
44951W106IESCIES HLDGS INC$419,8010.06%2,103CommonSOLE
444859102HUMHUMANA INC$419,3650.06%1,324CommonSOLE
73278L105POOLPOOL CORP$417,8710.06%1,109CommonSOLE
147448104CWSTCASELLA WASTE SYS INC$417,1610.06%4,193CommonSOLE
040413106ANETEURARISTA NETWORKS INC$415,6780.06%1,083CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$415,3170.06%893CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$414,7360.06%2,836CommonSOLE
745867101PHMPULTE GROUP INC$412,5110.06%2,874CommonSOLE
217204106CPRTCOPART INC$410,0830.06%7,826CommonSOLE
443201108HWMHOWMET AEROSPACE INC$408,8300.06%4,078CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$406,8620.06%2,560CommonSOLE
67000B104NOVTNOVANTA INC$405,4320.06%2,266CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$403,9300.06%4,060CommonSOLE
053332102AZOAUTOZONE INC$403,2050.06%128CommonSOLE
50212V100LPLALPL FINL HLDGS INC$401,0540.06%1,724CommonSOLE
464287481IWPISHARES TR$399,0770.06%3,402CommonSOLE
036752103ELVELEVANCE HEALTH INC$398,8400.06%767CommonSOLE
00724F101ADBEADOBE INC$398,6890.06%770CommonSOLE
366651107ITGARTNER INC$397,3000.06%784CommonSOLE
464287473IWSISHARES TR$397,1550.06%3,003CommonSOLE
25754A201DPZDOMINOS PIZZA INC$395,7280.06%920CommonSOLE
466313103JBLJABIL INC$395,4390.06%3,300CommonSOLE
893641100TDGTRANSDIGM GROUP INC$395,4170.06%277CommonSOLE
607828100MODMODINE MFG CO$395,3160.06%2,977CommonSOLE
26603R106DUOLDUOLINGO INC$394,8280.06%1,400CommonSOLE
78463M107SPSCSPS COMM INC$394,5540.06%2,032CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$393,0900.06%1,348CommonSOLE
G0403H108AONAON PLC$393,0600.06%1,136CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$392,2360.06%743CommonSOLE
453204109PIIMPINJ INC$392,1180.06%1,811CommonSOLE
458334109IPARINTER PARFUMS INC$391,9360.06%3,027CommonSOLE
20854L108CEIXEURCONSOL ENERGY INC NEW$391,7050.06%3,743CommonSOLE
172908105CTASCINTAS CORP$391,5840.06%1,902CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$391,3540.06%1,820CommonSOLE
012653101ALBALBEMARLE CORP$389,5410.06%4,113CommonSOLE
858119100STLDSTEEL DYNAMICS INC$387,5700.06%3,074CommonSOLE
670346105NUENUCOR CORP$386,8330.06%2,573CommonSOLE
147528103CASYCASEYS GEN STORES INC$386,6060.06%1,029CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$386,2240.06%2,187CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$385,6790.06%992CommonSOLE
311900104FASTFASTENAL CO$385,4970.06%5,398CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$384,5780.06%1,936CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$384,4930.06%7,370CommonSOLE
829073105SSDSIMPSON MFG INC$384,4530.06%2,010CommonSOLE
830566105SKAASKECHERS U S A INC$384,3890.06%5,744CommonSOLE
57686G105MATXMATSON INC$384,2180.06%2,694CommonSOLE
94106L109WMWASTE MGMT INC DEL$384,0820.06%1,850CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$383,5000.06%1,122CommonSOLE
224408104CRCRANE COMPANY$381,2960.06%2,409CommonSOLE
043436104ABGASBURY AUTOMOTIVE GROUP INC$381,2670.06%1,598CommonSOLE
12618T105CRAICRA INTL INC$381,1460.06%2,174CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$380,4010.06%846CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$380,0040.06%6,595CommonSOLE
244199105DEDEERE & CO$379,3690.06%909CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$379,1020.06%3,035CommonSOLE
974250102WINAWINMARK CORP$378,3350.06%988CommonSOLE
98379L100XPELXPEL INC$378,0130.06%8,716CommonSOLE
053611109AVYAVERY DENNISON CORP$377,9810.06%1,712CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$376,9560.05%3,180CommonSOLE
437076102HDHOME DEPOT INC$376,7030.05%930CommonSOLE
142339100CSLCARLISLE COS INC$376,4420.05%837CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$376,1380.05%2,311CommonSOLE
099406100BOOTBOOT BARN HLDGS INC$376,0460.05%2,248CommonSOLE
78473E103SPXCSPX TECHNOLOGIES INC$375,8470.05%2,357CommonSOLE
464287515IGVISHARES TR$375,3540.05%4,200CommonSOLE
384802104GWWGRAINGER W W INC$375,0110.05%361CommonSOLE
171484108CHDNCHURCHILL DOWNS INC$374,9360.05%2,773CommonSOLE
125269100CFCF INDS HLDGS INC$374,7050.05%4,367CommonSOLE
62945V109NVEEUSDNV5 GLOBAL INC$374,5740.05%4,007CommonSOLE
00847J105AGYSAGILYSYS INC$374,4210.05%3,436CommonSOLE
457030104IMKTAINGLES MKTS INC$374,1940.05%5,016CommonSOLE
624756102MLIMUELLER INDS INC$373,6860.05%5,043CommonSOLE
221006109CRVLCORVEL CORP$373,6350.05%1,143CommonSOLE
318672706FBPFIRST BANCORP P R$373,6290.05%17,649CommonSOLE
407497106HLNEHAMILTON LANE INC$373,1520.05%2,216CommonSOLE
115236101BROBROWN & BROWN INC$373,0700.05%3,601CommonSOLE
00181T107GOLDA-MARK PRECIOUS METALS INC$372,7550.05%8,441CommonSOLE
86333M108LRNSTRIDE INC$372,5490.05%4,367CommonSOLE
969904101WSMWILLIAMS SONOMA INC$372,2740.05%2,403CommonSOLE
377322102GKOSGLAUKOS CORP$371,8190.05%2,854CommonSOLE
Y2065G121DHTDHT HOLDINGS INC$371,8100.05%33,709CommonSOLE
127190304CACICACI INTL INC$371,3570.05%736CommonSOLE
70959W103PAGPENSKE AUTOMOTIVE GRP INC$370,6420.05%2,282CommonSOLE
82900L102SMPLSIMPLY GOOD FOODS CO$370,6130.05%10,659CommonSOLE
783754104RYZRYERSON HLDG CORP$370,3060.05%18,599CommonSOLE
546347105LPXLOUISIANA PAC CORP$370,2000.05%3,445CommonSOLE
16359R103CHECHEMED CORP NEW$370,1980.05%616CommonSOLE
91913Y100VLOVALERO ENERGY CORP$370,1170.05%2,741CommonSOLE
313855108FSSFEDERAL SIGNAL CORP$370,1010.05%3,960CommonSOLE
125141101CECOCECO ENVIRONMENTAL CORP$370,0970.05%13,124CommonSOLE
313148306AGMFEDERAL AGRIC MTG CORP$369,9480.05%1,974CommonSOLE
45765U103NSITINSIGHT ENTERPRISES INC$369,8250.05%1,717CommonSOLE
Y41053102INSWINTERNATIONAL SEAWAYS INC$369,7370.05%7,171CommonSOLE
891092108TTCTORO CO$369,7290.05%4,263CommonSOLE
392709101GRBKGREEN BRICK PARTNERS INC$369,6600.05%4,426CommonSOLE
632307104NTRANATERA INC$369,5520.05%2,911CommonSOLE
29084Q100EMEEMCOR GROUP INC$368,9640.05%857CommonSOLE
G3323L100FNFABRINET$368,8460.05%1,560CommonSOLE
87256C101TKOTKO GROUP HOLDINGS INC$368,4080.05%2,978CommonSOLE
749607107RLIRLI CORP$368,0780.05%2,375CommonSOLE
88033G407THCTENET HEALTHCARE CORP$367,9670.05%2,214CommonSOLE
72407810062CPIPER SANDLER COMPANIES$367,8180.05%1,296CommonSOLE
227046109CROXCROCS INC$367,6730.05%2,539CommonSOLE
084423102WRBBERKLEY W R CORP$367,6060.05%6,480CommonSOLE
191098102COKECOCA COLA CONS INC$367,2760.05%279CommonSOLE
05969A105TBBKBANCORP INC DEL$367,1170.05%6,862CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$366,9880.05%9,792CommonSOLE
398433102GFFGRIFFON CORP$366,7300.05%5,239CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$366,5870.05%1,523CommonSOLE
398905109GPIGROUP 1 AUTOMOTIVE INC$366,5690.05%957CommonSOLE
165303108CPKCHESAPEAKE UTILS CORP$366,5500.05%2,952CommonSOLE
006739106ADUSADDUS HOMECARE CORP$366,3650.05%2,754CommonSOLE
09739D100BCCBOISE CASCADE CO DEL$366,2660.05%2,598CommonSOLE
67103X102OFGOFG BANCORP$365,6490.05%8,140CommonSOLE
29530P102ERIEERIE INDTY CO$365,4580.05%677CommonSOLE
042068205ARMARM HOLDINGS PLC$364,9620.05%2,552CommonSOLE
88162G103TTEKTETRA TECH INC NEW$364,7830.05%7,735CommonSOLE
525558201LMATLEMAITRE VASCULAR INC$364,5930.05%3,925CommonSOLE
98980G102ZSZSCALER INC$364,2740.05%2,131CommonSOLE
631103108NDAQNASDAQ INC$364,1730.05%4,988CommonSOLE
005098108GOLFACUSHNET HLDGS CORP$363,9490.05%5,709CommonSOLE
191216100KOCOCA COLA CO$363,3630.05%5,057CommonSOLE
29357K103ENVAENOVA INTL INC$363,0620.05%4,333CommonSOLE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$363,0330.05%1,627CommonSOLE
277276101EGPEASTGROUP PPTYS INC$362,8040.05%1,942CommonSOLE
23282W605CYTKCYTOKINETICS INC$362,7890.05%6,871CommonSOLE
800422107JBSSSANFILIPPO JOHN B & SON INC$362,7160.05%3,846CommonSOLE
651587107NEUNEWMARKET CORP$362,5920.05%657CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$362,3620.05%2,011CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$362,1170.05%2,190CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$361,4440.05%1,049CommonSOLE
16411R208LNGCHENIERE ENERGY INC$361,1180.05%2,008CommonSOLE
302941109FCNFTI CONSULTING INC$360,4550.05%1,584CommonSOLE
03209R103AMPHAMPHASTAR PHARMACEUTICALS IN$360,3840.05%7,426CommonSOLE
861896108SNEXSTONEX GROUP INC$360,2720.05%4,400CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$360,2540.05%3,220CommonSOLE
07831C103BRBRBELLRING BRANDS INC$360,1910.05%5,932CommonSOLE
89055F103BLDTOPBUILD CORP$359,6200.05%884CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$358,8160.05%1,807CommonSOLE
422806109HEIHEICO CORP NEW$358,2280.05%1,370CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$357,9950.05%12,298CommonSOLE
45781V101IIPRINNOVATIVE INDL PPTYS INC$357,9010.05%2,659CommonSOLE
516544103LNTHLANTHEUS HLDGS INC$357,6750.05%3,259CommonSOLE
441593100HLIHOULIHAN LOKEY INC$357,5990.05%2,263CommonSOLE
447462102HURNHURON CONSULTING GROUP INC$357,2970.05%3,287CommonSOLE
76169C100REXRREXFORD INDL RLTY INC$353,9810.05%7,036CommonSOLE
184496107CLHCLEAN HARBORS INC$353,8630.05%1,464CommonSOLE
M20791105CAMTCAMTEK LTD$353,7360.05%4,430CommonSOLE
358039105FRPTFRESHPET INC$353,0030.05%2,581CommonSOLE
526107107LIILENNOX INTL INC$352,9050.05%584CommonSOLE
14888U101CPRXCATALYST PHARMACEUTICALS INC$352,5920.05%17,736CommonSOLE
60937P106MDBMONGODB INC$352,5360.05%1,304CommonSOLE
88146M101TRNOTERRENO RLTY CORP$351,5930.05%5,261CommonSOLE
00187Y100APGAPI GROUP CORP$350,1110.05%10,603CommonSOLE
40051E202ASRGRUPO AEROPORTUARIO DEL SURE$349,4920.05%1,236CommonSOLE
983793100XPOXPO INC$349,4070.05%3,250CommonSOLE
G4705A100ICLRICON PLC$349,3690.05%1,216CommonSOLE
559663109MGYMAGNOLIA OIL & GAS CORP$344,9080.05%14,124CommonSOLE
464287648IWOISHARES TR$342,2400.05%1,205CommonSOLE
698884103PARPAR TECHNOLOGY CORP$338,9370.05%6,508CommonSOLE
971378104WSCWILLSCOT HLDGS CORP$336,5580.05%8,951CommonSOLE
92346J108VCELVERICEL CORP$334,7470.05%7,923CommonSOLE
742718109PGPROCTER AND GAMBLE CO$328,2370.05%1,896CommonSOLE
464287630IWNISHARES TR$304,6590.04%1,826CommonSOLE
679295105OKTAOKTA INC$295,2780.04%3,972CommonSOLE
18915M107NETCLOUDFLARE INC$270,8190.04%3,348CommonSOLE
464287457SHYISHARES TR$254,9380.04%3,066CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$254,0670.04%446CommonSOLE
87612E106TGTTARGET CORP$247,8540.04%1,590CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$241,4830.04%1,390CommonSOLE
464287804IJRISHARES TR$234,8540.03%2,008CommonSOLE
50155Q100KDKYNDRYL HLDGS INC$229,8920.03%10,004CommonSOLE
911363109URIUNITED RENTALS INC$219,4560.03%271CommonSOLE
580135101MCDMCDONALDS CORP$216,0970.03%710CommonSOLE
835699307SONYSONY GROUP CORP$209,1060.03%2,165CommonSOLE
03076C106AMPAMERIPRISE FINL INC$205,8550.03%438CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$201,5080.03%2,406CommonSOLE
718546104PSXPHILLIPS 66$201,0440.03%1,529CommonSOLE
389930108BTCGBPGRAYSCALE BITCOIN MINI TR BT$96,1940.01%17,086CommonSOLE
12529R107CCCCC4 THERAPEUTICS INC$57,0400.01%10,007CommonSOLE
29280W109NRGVENERGY VAULT HOLDINGS INC$32,5820.00%33,940CommonSOLE

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.