MondegarAI
Cynosure Group, LLC

Q4 2024 · 13F-HR

Cynosure Group, LLCholdings as filed

Filed 2025-02-12 · accession 0001172661-25-000700

$669.3M
Reported value
367
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464288679SHVISHARES TR$61.6M9.21%559,842CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$56.0M8.36%95,480CommonSOLE
464287614IWFISHARES TR$52.5M7.85%130,794CommonSOLE
464287200IVVISHARES TR$28.4M4.25%48,283CommonSOLE
46436E718SGOVISHARES TR$25.0M3.74%251,141CommonSOLE
464287150ITOTISHARES TR$23.7M3.54%184,443CommonSOLE
46434V878ICSHISHARES TR$22.5M3.36%445,845CommonSOLE
922908363VOOVANGUARD INDEX FDS$20.5M3.07%38,006CommonSOLE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$19.2M2.87%380,835CommonSOLE
46090E103QQQINVESCO QQQ TR$17.8M2.66%34,871CommonSOLE
78464A508SPYVSPDR SER TR$16.8M2.50%327,421CommonSOLE
907818108UNPUNION PAC CORP$14.7M2.19%64,299CommonSOLE
369604301GEGE AEROSPACE$11.8M1.77%70,931CommonSOLE
78463V107GLDSPDR GOLD TR$10.9M1.63%45,136CommonSOLE
464287432TLTISHARES TR$10.8M1.61%123,413CommonSOLE
464287226AGGISHARES TR$9.5M1.42%98,328CommonSOLE
46432F339QUALISHARES TR$8.5M1.27%47,701CommonSOLE
922908751VBVANGUARD INDEX FDS$8.2M1.22%33,917CommonSOLE
49845K101KVYOKLAVIYO INC$8.0M1.20%194,643CommonSOLE
949746101WMT2WELLS FARGO CO NEW$7.2M1.07%102,396CommonSOLE
47103U845JAAAJANUS DETROIT STR TR$6.7M1.01%132,760CommonSOLE
98138H101WDAYWORKDAY INC$5.8M0.87%22,595CommonSOLE
36828A101GEVGE VERNOVA INC$5.8M0.87%17,695CommonSOLE
78467V608SRLNSSGA ACTIVE ETF TR$5.1M0.76%122,604CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$4.3M0.64%185,946CommonSOLE
464287507IJHISHARES TR$4.2M0.63%68,030CommonSOLE
594918104MSFTMICROSOFT CORP$4.2M0.63%9,971CommonSOLE
922908769VTIVANGUARD INDEX FDS$4.2M0.62%14,371CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$3.6M0.53%14,811CommonSOLE
46429B697USMVISHARES TR$3.2M0.48%36,065CommonSOLE
98980F104GTMZOOMINFO TECHNOLOGIES INC$3.0M0.44%280,843CommonSOLE
023135106AMZNAMAZON COM INC$2.9M0.43%13,057CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$2.7M0.41%99,603CommonSOLE
46432F842IEFAISHARES TR$2.6M0.39%37,612CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$2.5M0.38%32,372CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$2.5M0.37%4,786CommonSOLE
037833100AAPLAPPLE INC$2.4M0.36%9,716CommonSOLE
67066G104NVDANVIDIA CORPORATION$2.4M0.35%17,636CommonSOLE
670100205NVONOVO-NORDISK A S$2.3M0.34%26,710CommonSOLE
235851102DHRDANAHER CORPORATION$2.2M0.33%9,512CommonSOLE
G4705A100ICLRICON PLC$2.2M0.32%10,358CommonSOLE
12514G108CDWCDW CORP$2.1M0.32%12,221CommonSOLE
46435G342REMISHARES TR$2.1M0.32%99,233CommonSOLE
036752103ELVELEVANCE HEALTH INC$2.1M0.32%5,735CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$2.0M0.30%3,432CommonSOLE
92189F411BIZDVANECK ETF TRUST$2.0M0.30%118,800CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$1.9M0.28%38,776CommonSOLE
256677105DGDOLLAR GEN CORP NEW$1.8M0.27%24,265CommonSOLE
45168D104IDXXIDEXX LABS INC$1.8M0.27%4,429CommonSOLE
N07059210ASMLASML HOLDING N V$1.8M0.26%2,538CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$1.7M0.25%6,846CommonSOLE
464287291IXNISHARES TR$1.6M0.24%19,222CommonSOLE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$1.6M0.24%6,585CommonSOLE
921909768VXUSVANGUARD STAR FDS$1.6M0.24%26,973CommonSOLE
88160R101TSLATESLA INC$1.5M0.22%3,711CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$1.5M0.22%1,355CommonSOLE
464289859AOAISHARES TR$1.4M0.21%18,228CommonSOLE
02079K305GOOGLALPHABET INC$1.4M0.20%7,186CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$1.3M0.19%6,643CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$1.3M0.19%68,157CommonSOLE
808524607SCHASCHWAB STRATEGIC TR$1.2M0.19%48,110CommonSOLE
149123101CATCATERPILLAR INC$1.2M0.18%3,352CommonSOLE
532457108LLYELI LILLY & CO$1.2M0.18%1,560CommonSOLE
902673102UFPTUFP TECHNOLOGIES INC$1.2M0.18%4,822CommonSOLE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$1.2M0.18%15,862CommonSOLE
46138J825BSCPINVESCO EXCH TRD SLF IDX FD$982,4860.15%47,578CommonSOLE
23331A109DHID R HORTON INC$974,5460.15%6,970CommonSOLE
G48833118WFRDWEATHERFORD INTL PLC$965,7870.14%13,483CommonSOLE
Y2106R110LPGDORIAN LPG LTD$959,0330.14%39,353CommonSOLE
56585A102MPCMARATHON PETE CORP$955,9940.14%6,853CommonSOLE
674215207CHRDCHORD ENERGY CORPORATION$952,7810.14%8,149CommonSOLE
743315103PGRPROGRESSIVE CORP$943,5840.14%3,938CommonSOLE
42809H107HESHESS CORP$943,3070.14%7,092CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$943,1630.14%33,841CommonSOLE
46138J791BSCQINVESCO EXCH TRD SLF IDX FD$934,7380.14%48,108CommonSOLE
224408104CRCRANE COMPANY$912,4730.14%6,013CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$909,9340.14%5,140CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$908,5990.14%430CommonSOLE
46116X101ITCIEURINTRA-CELLULAR THERAPIES INC$905,4400.14%10,841CommonSOLE
46138J783BSCRINVESCO EXCH TRD SLF IDX FD$890,6060.13%45,719CommonSOLE
172908105CTASCINTAS CORP$889,5660.13%4,869CommonSOLE
464287499IWRISHARES TR$886,6060.13%10,030CommonSOLE
922908736VUGVANGUARD INDEX FDS$885,9010.13%2,159CommonSOLE
127190304CACICACI INTL INC$884,0830.13%2,188CommonSOLE
40412C101HCAHCA HEALTHCARE INC$872,8360.13%2,908CommonSOLE
29355A107ENPHENPHASE ENERGY INC$871,8930.13%12,695CommonSOLE
46138J643BSCSINVESCO EXCH TRD SLF IDX FD$841,3130.13%41,794CommonSOLE
770700102HOODROBINHOOD MKTS INC$831,8670.12%22,326CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$818,0390.12%14,249CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$813,1160.12%10,987CommonSOLE
808524508SCHMSCHWAB STRATEGIC TR$812,8120.12%29,333CommonSOLE
46137V118PSPINVESCO EXCHANGE TRADED FD T$789,5440.12%11,825CommonSOLE
45781V101IIPRINNOVATIVE INDL PPTYS INC$788,5510.12%11,833CommonSOLE
64110L106NFLXNETFLIX INC$787,9270.12%884CommonSOLE
81762P102NOWSERVICENOW INC$779,1880.12%735CommonSOLE
30303M102METAMETA PLATFORMS INC$755,8930.11%1,291CommonSOLE
464287465EFAISHARES TR$722,7500.11%9,559CommonSOLE
78409V104SPGIS&P GLOBAL INC$707,6760.11%1,421CommonSOLE
88642R109TDWTIDEWATER INC NEW$679,9910.10%12,429CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$670,5010.10%2,930CommonSOLE
49714P108KNSLKINSALE CAP GROUP INC$627,4610.09%1,349CommonSOLE
04016X101ARGXARGENX SE$625,4550.09%1,017CommonSOLE
87612G101TRGPTARGA RES CORP$616,3610.09%3,453CommonSOLE
000360206AAONAAON INC$614,7600.09%5,224CommonSOLE
254067101DDSDILLARDS INC$614,3660.09%1,423CommonSOLE
124805102CBZCBIZ INC$612,5790.09%7,486CommonSOLE
74164M108PRIPRIMERICA INC$611,2380.09%2,252CommonSOLE
59100U108CASHPATHWARD FINANCIAL INC$596,8070.09%8,111CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$596,6780.09%2,938CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$596,3690.09%2,101CommonSOLE
29358P101ENSGENSIGN GROUP INC$594,8140.09%4,477CommonSOLE
G29183103ETNEATON CORP PLC$592,0560.09%1,784CommonSOLE
62482R10707WAMR COOPER GROUP INC$591,9980.09%6,166CommonSOLE
020764106AMRALPHA METALLURGICAL RESOUR I$590,5540.09%2,951CommonSOLE
126402106CSWCSW INDUSTRIALS INC$588,1180.09%1,667CommonSOLE
70932M107PFSIPENNYMAC FINL SVCS INC NEW$584,1390.09%5,719CommonSOLE
303250104FICOFAIR ISAAC CORP$581,3520.09%292CommonSOLE
199908104FIXCOMFORT SYS USA INC$580,5380.09%1,369CommonSOLE
893529107TRNSTRANSCAT INC$580,0900.09%5,486CommonSOLE
630402105NSSCNAPCO SEC TECHNOLOGIES INC$572,1600.09%16,090CommonSOLE
30214U102EXPOEXPONENT INC$571,6660.09%6,416CommonSOLE
78709Y105SAIASAIA INC$568,7510.08%1,248CommonSOLE
501147102KRYSKRYSTAL BIOTECH INC$568,6760.08%3,630CommonSOLE
G87264100TGLSTECNOGLASS INC$565,4720.08%7,129CommonSOLE
056525108BMIBADGER METER INC$563,1790.08%2,655CommonSOLE
74762E102QUREQUANTA SVCS INC$559,7250.08%1,771CommonSOLE
26856L103ELFE L F BEAUTY INC$559,4510.08%4,456CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$555,6810.08%18,231CommonSOLE
15118V207CELHCELSIUS HLDGS INC$554,7200.08%21,060CommonSOLE
859241101STRLSTERLING INFRASTRUCTURE INC$554,7060.08%3,293CommonSOLE
05464T104AXSMAXSOME THERAPEUTICS INC$553,9420.08%6,547CommonSOLE
626755102MUSAMURPHY USA INC$552,4270.08%1,101CommonSOLE
009066101ABNBAIRBNB INC$547,0600.08%4,163CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$545,1690.08%12,379CommonSOLE
05464C101AXONAXON ENTERPRISE INC$530,7280.08%893CommonSOLE
37954Y293MLPXGLOBAL X FDS$522,9360.08%8,635CommonSOLE
11135F101AVGOBROADCOM INC$512,3670.08%2,210CommonSOLE
92826C839VVISA INC$482,2770.07%1,526CommonSOLE
464288240ACWXISHARES TR$458,6950.07%8,794CommonSOLE
46137V548PIDINVESCO EXCHANGE TRADED FD T$449,0160.07%24,523CommonSOLE
464287655IWMISHARES TR$444,6980.07%2,013CommonSOLE
G54950103LINLINDE PLC$440,0220.07%1,051CommonSOLE
464287481IWPISHARES TR$431,2650.06%3,402CommonSOLE
46434G103IEMGISHARES INC$428,9870.06%8,215CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$426,5190.06%2,008CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$423,9070.06%1,205CommonSOLE
464287515IGVISHARES TR$420,5040.06%4,200CommonSOLE
58733R102MELIMERCADOLIBRE INC$400,0080.06%235CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$397,2430.06%335CommonSOLE
461202103INTUINTUIT$395,9560.06%630CommonSOLE
85571B105STWDSTARWOOD PPTY TR INC$391,6870.06%18,080CommonSOLE
872540109TJXTJX COS INC NEW$390,8200.06%3,235CommonSOLE
760759100RSGREPUBLIC SVCS INC$389,8870.06%1,938CommonSOLE
464287473IWSISHARES TR$388,4150.06%3,003CommonSOLE
871607107SNPSSYNOPSYS INC$387,9420.06%799CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$387,0290.06%735CommonSOLE
882508104TXNTEXAS INSTRS INC$377,6450.06%2,014CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$377,0400.06%411CommonSOLE
548661107LOWLOWES COS INC$372,6680.06%1,510CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$370,6750.06%11,820CommonSOLE
88025U109TXG10X GENOMICS INC$369,4830.06%25,730CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$364,4490.05%1,245CommonSOLE
922908637VVVANGUARD INDEX FDS$361,9700.05%1,342CommonSOLE
18915M107NETCLOUDFLARE INC$358,3600.05%3,328CommonSOLE
09290D101BLKBLACKROCK INC$352,6380.05%344CommonSOLE
58933Y105MRKMERCK & CO INC$352,5570.05%3,544CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$347,2140.05%1,060CommonSOLE
464287648IWOISHARES TR$346,8440.05%1,205CommonSOLE
50155Q100KDKYNDRYL HLDGS INC$345,9310.05%9,998CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$344,0320.05%2,407CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$343,5200.05%2,844CommonSOLE
65339F101NEENEXTERA ENERGY INC$342,9650.05%4,784CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$342,7670.05%6,460CommonSOLE
34959E109FTNTFORTINET INC$341,0730.05%3,610CommonSOLE
98978V103ZTSZOETIS INC$338,5680.05%2,078CommonSOLE
02079K107GOOGALPHABET INC$338,0310.05%1,775CommonSOLE
55354G100MSCIMSCI INC$335,4060.05%559CommonSOLE
040413205ANETARISTA NETWORKS INC$334,2430.05%3,024CommonSOLE
68389X105ORCLORACLE CORP$333,9470.05%2,004CommonSOLE
466313103JBLJABIL INC$331,1140.05%2,301CommonSOLE
M20791105CAMTCAMTEK LTD$327,6030.05%4,056CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$324,3120.05%2,019CommonSOLE
217204106CPRTCOPART INC$323,7370.05%5,641CommonSOLE
46434V613IUSBISHARES TR$321,3720.05%7,110CommonSOLE
G3730V105FTAIFTAI AVIATION LTD$320,7770.05%2,227CommonSOLE
053332102AZOAUTOZONE INC$320,2000.05%100CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$319,4650.05%1,413CommonSOLE
099406100BOOTBOOT BARN HLDGS INC$318,6700.05%2,099CommonSOLE
800422107JBSSSANFILIPPO JOHN B & SON INC$318,4740.05%3,656CommonSOLE
516544103LNTHLANTHEUS HLDGS INC$318,2990.05%3,558CommonSOLE
00287Y109ABBVABBVIE INC$315,4180.05%1,775CommonSOLE
91913Y100VLOVALERO ENERGY CORP$314,0760.05%2,562CommonSOLE
Y2065G121DHTDHT HOLDINGS INC$313,9830.05%33,798CommonSOLE
40051E202ASRGRUPO AEROPORTUARIO DEL SURE$313,7930.05%1,218CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$313,3550.05%2,466CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$313,2660.05%9,753CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$313,0100.05%63CommonSOLE
861896108SNEXSTONEX GROUP INC$312,5240.05%3,190CommonSOLE
191098102COKECOCA COLA CONS INC$312,4780.05%248CommonSOLE
679295105OKTAOKTA INC$312,1270.05%3,961CommonSOLE
447462102HURNHURON CONSULTING GROUP INC$311,6440.05%2,508CommonSOLE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$311,3110.05%1,300CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$310,3410.05%2,693CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$309,2100.05%5,883CommonSOLE
73278L105POOLPOOL CORP$308,8920.05%906CommonSOLE
Y41053102INSWINTERNATIONAL SEAWAYS INC$308,8320.05%8,593CommonSOLE
N3167Y103RACEFERRARI N V$308,0090.05%725CommonSOLE
165303108CPKCHESAPEAKE UTILS CORP$307,7440.05%2,536CommonSOLE
969904101WSMWILLIAMS SONOMA INC$307,3990.05%1,660CommonSOLE
16411R208LNGCHENIERE ENERGY INC$307,2640.05%1,430CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$307,2600.05%763CommonSOLE
458334109IPARINTERPARFUMS INC$307,0760.05%2,335CommonSOLE
125141101CECOCECO ENVIRONMENTAL CORP$306,8040.05%10,149CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$306,6280.05%631CommonSOLE
76169C100REXRREXFORD INDL RLTY INC$306,3810.05%7,925CommonSOLE
006739106ADUSADDUS HOMECARE CORP$305,6030.05%2,438CommonSOLE
559663109MGYMAGNOLIA OIL & GAS CORP$305,5060.05%13,067CommonSOLE
87162W100SNXTD SYNNEX CORPORATION$305,0450.05%2,601CommonSOLE
759530108RELXRELX PLC$304,9950.05%6,715CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$304,5700.05%3,298CommonSOLE
318672706FBPFIRST BANCORP P R$303,6680.05%16,335CommonSOLE
125269100CFCF INDS HLDGS INC$303,6540.05%3,559CommonSOLE
422806109HEIHEICO CORP NEW$303,3560.05%1,276CommonSOLE
358039105FRPTFRESHPET INC$303,3290.05%2,048CommonSOLE
171484108CHDNCHURCHILL DOWNS INC$303,2690.05%2,271CommonSOLE
759509102RSRELIANCE INC$303,1870.05%1,126CommonSOLE
974250102WINAWINMARK CORP$303,0570.05%771CommonSOLE
09260D107BXBLACKSTONE INC$302,9420.05%1,757CommonSOLE
830566105SKAASKECHERS U S A INC$302,9160.05%4,505CommonSOLE
313855108FSSFEDERAL SIGNAL CORP$302,6700.05%3,276CommonSOLE
89055F103BLDTOPBUILD CORP$302,6220.05%972CommonSOLE
670346105NUENUCOR CORP$302,0450.05%2,588CommonSOLE
05969A105TBBKBANCORP INC DEL$302,0440.05%5,739CommonSOLE
377322102GKOSGLAUKOS CORP$301,3790.05%2,010CommonSOLE
525558201LMATLEMAITRE VASCULAR INC$301,2060.05%3,269CommonSOLE
46284V101IRMIRON MTN INC DEL$301,0350.04%2,864CommonSOLE
67000B104NOVTNOVANTA INC$300,8040.04%1,969CommonSOLE
482480100KLACKLA CORP$300,5670.04%477CommonSOLE
546347105LPXLOUISIANA PAC CORP$300,2950.04%2,900CommonSOLE
971378104WSCWILLSCOT HLDGS CORP$300,1130.04%8,972CommonSOLE
29357K103ENVAENOVA INTL INC$300,1040.04%3,130CommonSOLE
651587107NEUNEWMARKET CORP$300,1030.04%568CommonSOLE
631103108NDAQNASDAQ INC$300,0400.04%3,881CommonSOLE
227046109CROXCROCS INC$299,6740.04%2,736CommonSOLE
444859102HUMHUMANA INC$299,3780.04%1,180CommonSOLE
420261109HWKNHAWKINS INC$299,1920.04%2,439CommonSOLE
942622200WSOWATSCO INC$299,0240.04%631CommonSOLE
443201108HWMHOWMET AEROSPACE INC$298,7990.04%2,732CommonSOLE
749607107RLIRLI CORP$298,1770.04%1,809CommonSOLE
683344105ONTOONTO INNOVATION INC$298,1730.04%1,789CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$298,1690.04%895CommonSOLE
25754A201DPZDOMINOS PIZZA INC$298,0300.04%710CommonSOLE
043436104ABGASBURY AUTOMOTIVE GROUP INC$297,9550.04%1,226CommonSOLE
G0403H108AONAON PLC$297,7440.04%829CommonSOLE
829073105SSDSIMPSON MFG INC$297,3330.04%1,793CommonSOLE
147448104CWSTCASELLA WASTE SYS INC$297,1140.04%2,808CommonSOLE
87256C101TKOTKO GROUP HOLDINGS INC$297,0100.04%2,090CommonSOLE
313148306AGMFEDERAL AGRIC MTG CORP$297,0010.04%1,508CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$296,9400.04%587CommonSOLE
93627C101HCCWARRIOR MET COAL INC$296,9100.04%5,474CommonSOLE
392709101GRBKGREEN BRICK PARTNERS INC$296,4030.04%5,247CommonSOLE
147528103CASYCASEYS GEN STORES INC$296,3800.04%748CommonSOLE
891092108TTCTORO CO$296,3700.04%3,700CommonSOLE
57686G105MATXMATSON INC$296,2430.04%2,197CommonSOLE
084423102WRBBERKLEY W R CORP$296,1700.04%5,061CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$295,4970.04%630CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$295,4800.04%800CommonSOLE
16359R103CHECHEMED CORP NEW$295,0990.04%557CommonSOLE
00181T107GOLDA-MARK PRECIOUS METALS INC$295,0160.04%10,767CommonSOLE
29084Q100EMEEMCOR GROUP INC$294,5810.04%649CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$294,4410.04%637CommonSOLE
12618T105CRAICRA INTL INC$294,0910.04%1,571CommonSOLE
221006109CRVLCORVEL CORP$294,0600.04%2,643CommonSOLE
407497106HLNEHAMILTON LANE INC$294,0270.04%1,986CommonSOLE
893641100TDGTRANSDIGM GROUP INC$294,0090.04%232CommonSOLE
277276101EGPEASTGROUP PPTYS INC$293,6970.04%1,830CommonSOLE
607828100MODMODINE MFG CO$293,5350.04%2,532CommonSOLE
58155Q103MCKMCKESSON CORP$293,5040.04%515CommonSOLE
14888U101CPRXCATALYST PHARMACEUTICALS INC$293,1820.04%14,048CommonSOLE
00108J109ACMRACM RESH INC$292,6680.04%19,382CommonSOLE
142339100CSLCARLISLE COS INC$292,4900.04%793CommonSOLE
115236101BROBROWN & BROWN INC$292,3890.04%2,866CommonSOLE
244199105DEDEERE & CO$292,3530.04%690CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$291,8050.04%2,344CommonSOLE
053611109AVYAVERY DENNISON CORP$291,7360.04%1,559CommonSOLE
311900104FASTFASTENAL CO$291,6670.04%4,056CommonSOLE
366651107ITGARTNER INC$291,6510.04%602CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$291,5890.04%1,653CommonSOLE
872590104TMUST-MOBILE US INC$291,5840.04%1,321CommonSOLE
441593100HLIHOULIHAN LOKEY INC$291,5750.04%1,679CommonSOLE
98980G102ZSZSCALER INC$291,3620.04%1,615CommonSOLE
526107107LIILENNOX INTL INC$291,2450.04%478CommonSOLE
09739D100BCCBOISE CASCADE CO DEL$291,0880.04%2,449CommonSOLE
98379L100XPELXPEL INC$290,6830.04%7,278CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$290,6190.04%1,426CommonSOLE
67103X102OFGOFG BANCORP$290,5690.04%6,866CommonSOLE
012653101ALBALBEMARLE CORP$290,3480.04%3,373CommonSOLE
88146M101TRNOTERRENO RLTY CORP$289,9040.04%4,902CommonSOLE
29530P102ERIEERIE INDTY CO$289,7980.04%703CommonSOLE
88162G103TTEKTETRA TECH INC NEW$289,5170.04%7,267CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$289,0490.04%1,602CommonSOLE
50212V100LPLALPL FINL HLDGS INC$288,9610.04%885CommonSOLE
698884103PARPAR TECHNOLOGY CORP$288,7180.04%3,973CommonSOLE
983793100XPOXPO INC$287,6120.04%2,193CommonSOLE
70975L107PENPENUMBRA INC$286,8750.04%1,208CommonSOLE
252131107DXCMDEXCOM INC$286,7380.04%3,687CommonSOLE
759916109RGENREPLIGEN CORP$286,7290.04%1,992CommonSOLE
457030104IMKTAINGLES MKTS INC$286,6940.04%4,449CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$286,3580.04%2,225CommonSOLE
60937P106MDBMONGODB INC$285,8910.04%1,228CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$285,8430.04%2,516CommonSOLE
783754104RYZRYERSON HLDG CORP$285,6280.04%15,431CommonSOLE
G3323L100FNFABRINET$285,4040.04%1,298CommonSOLE
184496107CLHCLEAN HARBORS INC$284,2230.04%1,235CommonSOLE
398905109GPIGROUP 1 AUTOMOTIVE INC$284,0780.04%674CommonSOLE
453204109PIIMPINJ INC$283,6930.04%1,953CommonSOLE
45765U103NSITINSIGHT ENTERPRISES INC$283,6670.04%1,865CommonSOLE
624756102MLIMUELLER INDS INC$283,2360.04%3,569CommonSOLE
30231G102XOMEXXON MOBIL CORP$283,0170.04%2,631CommonSOLE
03209R103AMPHAMPHASTAR PHARMACEUTICALS IN$282,8560.04%7,618CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$282,3190.04%970CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$282,1440.04%4,679CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$282,1320.04%939CommonSOLE
82900L102SMPLSIMPLY GOOD FOODS CO$281,9030.04%7,232CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$281,6970.04%1,883CommonSOLE
88033G407THCTENET HEALTHCARE CORP$281,4930.04%2,230CommonSOLE
94106L109WMWASTE MGMT INC DEL$281,0930.04%1,393CommonSOLE
86333M108LRNSTRIDE INC$281,0270.04%2,704CommonSOLE
00847J105AGYSAGILYSYS INC$280,8060.04%2,132CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$280,2470.04%486CommonSOLE
78473E103SPXCSPX TECHNOLOGIES INC$279,8350.04%1,923CommonSOLE
005098108GOLFACUSHNET HLDGS CORP$279,4150.04%3,931CommonSOLE
G8473T100STESTERIS PLC$278,9450.04%1,357CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$278,7430.04%1,246CommonSOLE
62945V109NVEEUSDNV5 GLOBAL INC$278,6810.04%14,792CommonSOLE
72407810062CPIPER SANDLER COMPANIES$278,3540.04%928CommonSOLE
384802104GWWGRAINGER W W INC$278,2690.04%264CommonSOLE
70959W103PAGPENSKE AUTOMOTIVE GRP INC$278,0510.04%1,824CommonSOLE
858119100STLDSTEEL DYNAMICS INC$277,0760.04%2,429CommonSOLE
07831C103BRBRBELLRING BRANDS INC$276,7990.04%3,674CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$276,7630.04%1,752CommonSOLE
689648103OTTROTTER TAIL CORP$276,1620.04%3,740CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$276,1500.04%1,591CommonSOLE
745867101PHMPULTE GROUP INC$275,7350.04%2,532CommonSOLE
78463M107SPSCSPS COMM INC$274,8810.04%1,494CommonSOLE
00187Y100APGAPI GROUP CORP$274,8470.04%7,641CommonSOLE
92346J108VCELVERICEL CORP$273,7810.04%4,986CommonSOLE
398433102GFFGRIFFON CORP$273,1070.04%3,832CommonSOLE
23282W605CYTKCYTOKINETICS INC$272,8320.04%5,800CommonSOLE
302941109FCNFTI CONSULTING INC$271,9780.04%1,423CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$271,6880.04%1,645CommonSOLE
632307104NTRANATERA INC$271,4850.04%1,715CommonSOLE
44951W106IESCIES HLDGS INC$271,0950.04%1,349CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$270,7560.04%1,488CommonSOLE
042068205ARMARM HOLDINGS PLC$270,5280.04%2,193CommonSOLE
26603R106DUOLDUOLINGO INC$269,7590.04%832CommonSOLE
464287309IVWISHARES TR$268,0390.04%2,640CommonSOLE
739128106POWLPOWELL INDS INC$262,6550.04%1,185CommonSOLE
464287630IWNISHARES TR$257,1360.04%1,566CommonSOLE
464287457SHYISHARES TR$251,3510.04%3,066CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$239,7930.04%421CommonSOLE
00724F101ADBEADOBE INC$236,1250.04%531CommonSOLE
09290C103DYNFBLACKROCK ETF TRUST$220,5290.03%4,303CommonSOLE
437076102HDHOME DEPOT INC$219,7790.03%565CommonSOLE
191216100KOCOCA COLA CO$212,1270.03%3,407CommonSOLE
69346N107PDXPIMCO DYNAMIC INCOME STRATEG$209,7510.03%8,027CommonSOLE
29280W109NRGVENERGY VAULT HOLDINGS INC$77,3830.01%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.