MondegarAI
Ellevest, Inc.

Q4 2024 · 13F-HR

Ellevest, Inc.holdings as filed

Filed 2025-02-14 · accession 0001172661-25-001068

$1.73B
Reported value
412
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908769VTIVANGUARD INDEX FDS$433.9M25.0%1,495,951CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$188.2M10.9%3,930,631CommonNONE
464288414MUBISHARES TR$99.8M5.76%936,540CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$88.8M5.12%2,016,137CommonNONE
46435G516ESGDISHARES TR$69.3M4.00%909,767CommonNONE
464288158SUBISHARES TR$62.4M3.60%591,629CommonNONE
922908744VTVVANGUARD INDEX FDS$60.8M3.51%359,195CommonNONE
921937835BNDVANGUARD BD INDEX FDS$55.3M3.19%769,951CommonNONE
922908751VBVANGUARD INDEX FDS$43.7M2.52%181,938CommonNONE
46434G863ESGEISHARES INC$37.6M2.17%1,127,626CommonNONE
922908629VOVANGUARD INDEX FDS$37.2M2.15%140,604CommonNONE
02072L607FRDMEA SERIES TRUST$31.2M1.80%954,580CommonNONE
464288802SUSAISHARES TR$28.4M1.64%233,514CommonNONE
921937827BSVVANGUARD BD INDEX FDS$21.4M1.24%276,709CommonNONE
922908512VOEVANGUARD INDEX FDS$20.2M1.17%124,921CommonNONE
037833100AAPLAPPLE INC$19.2M1.11%76,864CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$14.4M0.83%634,796CommonNONE
594918104MSFTMICROSOFT CORP$13.4M0.77%31,702CommonNONE
922908611VBRVANGUARD INDEX FDS$13.2M0.76%66,737CommonNONE
922908553VNQVANGUARD INDEX FDS$11.9M0.69%133,416CommonNONE
64110L106NFLXNETFLIX INC$11.5M0.67%12,938CommonNONE
46435U218SUSLISHARES TR$11.4M0.66%110,771CommonNONE
30303M102METAMETA PLATFORMS INC$10.9M0.63%18,607CommonNONE
92189H409HYDVANECK ETF TRUST$10.4M0.60%200,911CommonNONE
922042676VNQIVANGUARD INTL EQUITY INDEX F$10.2M0.59%257,911CommonNONE
464288281EMBISHARES TR$9.4M0.54%105,596CommonNONE
023135106AMZNAMAZON COM INC$8.5M0.49%38,664CommonNONE
46432F842IEFAISHARES TR$7.7M0.44%109,622CommonNONE
46654Q815JMSIJ P MORGAN EXCHANGE TRADED F$6.6M0.38%131,506CommonNONE
02079K305GOOGLALPHABET INC$6.6M0.38%34,659CommonNONE
78468R622JNKSPDR SER TR$6.1M0.35%63,974CommonNONE
97717Y527USFRWISDOMTREE TR$5.6M0.32%111,595CommonNONE
46137V613PRFINVESCO EXCHANGE TRADED FD T$5.6M0.32%139,115CommonNONE
02079K107GOOGALPHABET INC$5.6M0.32%29,458CommonNONE
92189H300EMLCVANECK ETF TRUST$5.3M0.30%227,996CommonNONE
46435U853USHYISHARES TR$4.6M0.26%124,638CommonNONE
464287507IJHISHARES TR$4.2M0.24%66,950CommonNONE
46434G103IEMGISHARES INC$4.0M0.23%75,830CommonNONE
808524870SCHPSCHWAB STRATEGIC TR$3.9M0.23%152,531CommonNONE
67066G104NVDANVIDIA CORPORATION$3.9M0.23%29,101CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$3.8M0.22%8,456CommonNONE
922908736VUGVANGUARD INDEX FDS$3.4M0.20%8,307CommonNONE
803054204SAPSAP SE$3.2M0.18%12,917CommonNONE
278865100ECLECOLAB INC$3.0M0.17%12,630CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$2.9M0.17%4,923CommonNONE
532457108LLYELI LILLY & CO$2.8M0.16%3,579CommonNONE
79466L302CRMSALESFORCE INC$2.7M0.15%7,982CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$2.4M0.14%39,780CommonNONE
464287804IJRISHARES TR$2.3M0.13%19,665CommonNONE
46138J825BSCPINVESCO EXCH TRD SLF IDX FD$2.3M0.13%109,346CommonNONE
46138J791BSCQINVESCO EXCH TRD SLF IDX FD$2.3M0.13%116,116CommonNONE
78464A508SPYVSPDR SER TR$2.1M0.12%42,017CommonNONE
46138J783BSCRINVESCO EXCH TRD SLF IDX FD$2.1M0.12%107,959CommonNONE
46138J643BSCSINVESCO EXCH TRD SLF IDX FD$2.1M0.12%103,597CommonNONE
46138J577BSCTINVESCO EXCH TRD SLF IDX FD$2.1M0.12%113,690CommonNONE
92826C839VVISA INC$2.1M0.12%6,508CommonNONE
670100205NVONOVO-NORDISK A S$1.9M0.11%22,644CommonNONE
09260D107BXBLACKSTONE INC$1.9M0.11%11,263CommonNONE
464287598IWDISHARES TR$1.9M0.11%10,379CommonNONE
88160R101TSLATESLA INC$1.8M0.10%4,466CommonNONE
25809K105DASHDOORDASH INC$1.8M0.10%10,637CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$1.8M0.10%3,060CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$1.7M0.10%3,450CommonNONE
57636Q104MAMASTERCARD INCORPORATED$1.7M0.10%3,210CommonNONE
464287200IVVISHARES TR$1.7M0.10%2,832CommonNONE
00724F101ADBEADOBE INC$1.6M0.10%3,710CommonNONE
759530108RELXRELX PLC$1.6M0.09%36,223CommonNONE
904767704UNILEVER PLC$1.6M0.09%28,986CommonNONE
81762P102NOWSERVICENOW INC$1.6M0.09%1,535CommonNONE
66987V109NVSNOVARTIS AG$1.6M0.09%15,970CommonNONE
835699307SONYSONY GROUP CORP$1.5M0.09%71,715CommonNONE
78409V104SPGIS&P GLOBAL INC$1.5M0.09%3,045CommonNONE
46138J460BSCUINVESCO EXCH TRD SLF IDX FD$1.5M0.08%89,944CommonNONE
46139W825BSCXINVESCO EXCH TRD SLF IDX FD$1.5M0.08%71,354CommonNONE
46139W858BSCWINVESCO EXCH TRD SLF IDX FD$1.5M0.08%72,776CommonNONE
46138J429BSCVINVESCO EXCH TRD SLF IDX FD$1.5M0.08%91,155CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$1.5M0.08%78,912CommonNONE
922908363VOOVANGUARD INDEX FDS$1.4M0.08%2,662CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$1.4M0.08%286CommonNONE
872590104TMUST-MOBILE US INC$1.4M0.08%6,376CommonNONE
58933Y105MRKMERCK & CO INC$1.4M0.08%14,146CommonNONE
46139W783BSCYINVESCO EXCH TRD SLF IDX FD$1.4M0.08%69,172CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.4M0.08%3,062CommonNONE
88339J105TTDTHE TRADE DESK INC$1.3M0.08%11,319CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$1.3M0.08%4,487CommonNONE
443573100HUBSHUBSPOT INC$1.3M0.07%1,850CommonNONE
437076102HDHOME DEPOT INC$1.3M0.07%3,306CommonNONE
464287622IWBISHARES TR$1.3M0.07%3,981CommonNONE
872540109TJXTJX COS INC NEW$1.3M0.07%10,358CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$1.2M0.07%13,923CommonNONE
025816109AXPAMERICAN EXPRESS CO$1.2M0.07%4,042CommonNONE
759509102RSRELIANCE INC$1.2M0.07%4,369CommonNONE
461202103INTUINTUIT$1.2M0.07%1,855CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$1.2M0.07%2,208CommonNONE
82982T106SITMSITIME CORP$1.1M0.07%5,254CommonNONE
452308109ITWILLINOIS TOOL WKS INC$1.1M0.06%4,405CommonNONE
064058100BKBANK NEW YORK MELLON CORP$1.1M0.06%14,512CommonNONE
68389X105ORCLORACLE CORP$1.1M0.06%6,529CommonNONE
046353108AZNNASTRAZENECA PLC$1.1M0.06%16,093CommonNONE
78454L100SMSM ENERGY CO$1.1M0.06%27,122CommonNONE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTA$1.0M0.06%106,264CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$989,3730.06%4,255CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$982,9010.06%2,794CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$971,3940.06%1,060CommonNONE
031162100AMGNAMGEN INC$964,8890.06%3,702CommonNONE
12504L109CBRECBRE GROUP INC$955,9220.06%7,281CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$954,7160.06%10,309CommonNONE
443510607HUBBHUBBELL INC$944,5970.05%2,255CommonNONE
002824100ABTABBOTT LABS$943,8020.05%8,344CommonNONE
337738108FISVFISERV INC$943,6990.05%4,594CommonNONE
464287614IWFISHARES TR$931,9120.05%2,321CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$908,4990.05%3,790CommonNONE
86562M209SMFGSUMITOMO MITSUI FINL GROUP I$903,7120.05%62,368CommonNONE
55306N104MKSIMKS INSTRS INC$901,1990.05%8,633CommonNONE
886364876JSTCTIDAL ETF TR$895,2560.05%48,761CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$879,1300.05%15,313CommonNONE
743315103PGRPROGRESSIVE CORP$873,8580.05%3,647CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$861,4460.05%14,286CommonNONE
404280406HSBCHSBC HLDGS PLC$857,7350.05%17,342CommonNONE
165303108CPKCHESAPEAKE UTILS CORP$850,9060.05%7,012CommonNONE
303250104FICOFAIR ISAAC CORP$850,1270.05%427CommonNONE
375558103GILDGILEAD SCIENCES INC$849,7120.05%9,199CommonNONE
254687106DISDISNEY WALT CO$839,3990.05%7,538CommonNONE
646025106NJRNEW JERSEY RES CORP$839,0940.05%17,987CommonNONE
366651107ITGARTNER INC$836,1950.05%1,726CommonNONE
038222105AMATAPPLIED MATLS INC$831,3650.05%5,112CommonNONE
29362U104ENTGENTEGRIS INC$831,3120.05%8,392CommonNONE
863667101SYKSTRYKER CORPORATION$825,9550.05%2,294CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$819,4750.05%20,492CommonNONE
00827B106AFRMAFFIRM HLDGS INC$817,4000.05%13,422CommonNONE
001055102AFLAFLAC INC$781,5930.05%7,556CommonNONE
615369105MCOMOODYS CORP$778,5430.04%1,645CommonNONE
20030N101CMCSACOMCAST CORP NEW$775,4240.04%20,661CommonNONE
888787108TOSTTOAST INC$772,7040.04%21,199CommonNONE
11135F101AVGOBROADCOM INC$769,0130.04%3,317CommonNONE
219350105GLWCORNING INC$755,7980.04%15,905CommonNONE
46284V101IRMIRON MTN INC DEL$745,3350.04%7,091CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$744,3780.04%19,400CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$741,8030.04%2,168CommonNONE
80105N105SNYSANOFI$735,5080.04%15,250CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$735,1270.04%4,451CommonNONE
744320102PRUPRUDENTIAL FINL INC$722,9140.04%6,099CommonNONE
518415104LSCCLATTICE SEMICONDUCTOR CORP$721,0980.04%12,729CommonNONE
P31076105CPACOPA HOLDINGS SA$716,2220.04%8,150CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$712,6890.04%26,087CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$706,0000.04%1,357CommonNONE
609207105MDLZMONDELEZ INTL INC$705,0620.04%11,804CommonNONE
95040Q104WELLWELLTOWER INC$692,4090.04%5,494CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$689,5290.04%4,004CommonNONE
55354G100MSCIMSCI INC$676,2110.04%1,127CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$666,0660.04%1,654CommonNONE
74340W103PLDPROLOGIS INC.$665,6990.04%6,298CommonNONE
83088M102SWKSSKYWORKS SOLUTIONS INC$665,3660.04%7,503CommonNONE
34959J108FTVFORTIVE CORP$663,6750.04%8,849CommonNONE
278642103EBAYEBAY INC.$659,2720.04%10,642CommonNONE
G39387108GFSGLOBALFOUNDRIES INC$655,7940.04%15,283CommonNONE
704326107PAYXPAYCHEX INC$654,8270.04%4,670CommonNONE
92345Y106VRSKVERISK ANALYTICS INC$654,5010.04%2,376CommonNONE
172908105CTASCINTAS CORP$653,1530.04%3,575CommonNONE
243537107DECKDECKERS OUTDOOR CORP$650,4970.04%3,203CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$642,9650.04%3,027CommonNONE
539439109LYGLLOYDS BANKING GROUP PLC$635,3380.04%233,580CommonNONE
78464A409SPYGSPDR SER TR$633,2320.04%7,204CommonNONE
40434L105HPQHP INC$628,6820.04%19,267CommonNONE
30212P303EXPEEXPEDIA GROUP INC$626,6280.04%3,363CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$621,9410.04%3,225CommonNONE
00766T100ACMAECOM$621,6920.04%5,820CommonNONE
235851102DHRDANAHER CORPORATION$608,9960.04%2,653CommonNONE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$601,5470.03%3,222CommonNONE
617446448MSMORGAN STANLEY$593,9010.03%4,724CommonNONE
22266T109CPNGCOUPANG INC$589,7230.03%26,830CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$587,8850.03%10,394CommonNONE
761152107RMDRESMED INC$586,2790.03%2,564CommonNONE
65535H208NMRNOMURA HLDGS INC$578,2360.03%99,868CommonNONE
78473E103SPXCSPX TECHNOLOGIES INC$563,0170.03%3,869CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$557,2980.03%7,528CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$554,8250.03%2,454CommonNONE
92189F676SMHVANECK ETF TRUST$554,0850.03%2,288CommonNONE
00206R102TAT&T INC$553,5060.03%24,309CommonNONE
281020107EIXEDISON INTL$552,0940.03%6,915CommonNONE
92204A702VGTVANGUARD WORLD FD$545,9400.03%878CommonNONE
380237107GDDYGODADDY INC$536,4520.03%2,718CommonNONE
874060205TAKTAKEDA PHARMACEUTICAL CO LTD$534,6180.03%40,379CommonNONE
501242101KLICKULICKE & SOFFA INDS INC$534,2100.03%11,449CommonNONE
464286145FMUSDISHARES INC$531,1830.03%19,572CommonNONE
921910733ESGVVANGUARD WORLD FD$526,3650.03%5,018CommonNONE
717081103PFEPFIZER INC$524,4190.03%19,767CommonNONE
384802104GWWGRAINGER W W INC$523,8630.03%497CommonNONE
370334104GISGENERAL MLS INC$522,2130.03%8,189CommonNONE
464288570DSIISHARES TR$519,6080.03%4,713CommonNONE
808513105SCHWSCHWAB CHARLES CORP$518,5140.03%7,006CommonNONE
922475108VEEVVEEVA SYS INC$515,7430.03%2,453CommonNONE
G6331P104AOSLALPHA & OMEGA SEMICONDUCTOR$514,4950.03%13,894CommonNONE
125523100CITHE CIGNA GROUP$512,7920.03%1,857CommonNONE
922908595VBKVANGUARD INDEX FDS$506,6290.03%1,809CommonNONE
04626A103ALABASTERA LABS INC$503,9720.03%3,805CommonNONE
902973304USBUS BANCORP DEL$502,4540.03%10,505CommonNONE
03831W108APPAPPLOVIN CORP$499,9940.03%1,544CommonNONE
466313103JBLJABIL INC$490,5550.03%3,409CommonNONE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$490,3900.03%5,800CommonNONE
18915M107NETCLOUDFLARE INC$488,6520.03%4,538CommonNONE
95082P105WCCWESCO INTL INC$487,1440.03%2,692CommonNONE
194162103CLCOLGATE PALMOLIVE CO$486,1870.03%5,348CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$483,3970.03%1,703CommonNONE
H1467J104CBCHUBB LIMITED$482,6960.03%1,747CommonNONE
G9456A100GLNGGOLAR LNG LTD$481,3480.03%11,374CommonNONE
90385V107UCTTULTRA CLEAN HLDGS INC$476,8050.03%13,263CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$474,7460.03%9,823CommonNONE
69526K105PTVEUSDPACTIV EVERGREEN INC$467,8470.03%26,780CommonNONE
37733W204GSKGSK PLC$466,6480.03%13,798CommonNONE
892356106TSCOTRACTOR SUPPLY CO$464,3810.03%8,752CommonNONE
G7738W106SFLSFL CORPORATION LTD$464,2840.03%45,429CommonNONE
052769106ADSKAUTODESK INC$459,9070.03%1,556CommonNONE
92276F100VTRVENTAS INC$456,2210.03%7,747CommonNONE
29452E101EQHEQUITABLE HLDGS INC$452,5490.03%9,594CommonNONE
808524607SCHASCHWAB STRATEGIC TR$451,6120.03%17,464CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$450,0100.03%3,020CommonNONE
852234103XYZBLOCK INC$449,0870.03%5,284CommonNONE
857477103STTSTATE STR CORP$448,5460.03%4,570CommonNONE
596278101MIDDMIDDLEBY CORP$447,2560.03%3,302CommonNONE
639057207NWGNATWEST GROUP PLC$446,7780.03%43,931CommonNONE
257651109DCIDONALDSON INC$445,7900.03%6,619CommonNONE
03076C106AMPAMERIPRISE FINL INC$445,1110.03%836CommonNONE
053484101AVBAVALONBAY CMNTYS INC$444,1190.03%2,019CommonNONE
942622200WSOWATSCO INC$444,0350.03%937CommonNONE
00287Y109ABBVABBVIE INC$441,9930.03%2,487CommonNONE
464287721IYWISHARES TR$440,7540.03%2,763CommonNONE
464287655IWMISHARES TR$437,7220.03%1,981CommonNONE
Y2065G121DHTDHT HOLDINGS INC$435,0510.03%46,830CommonNONE
745867101PHMPULTE GROUP INC$430,9170.02%3,957CommonNONE
46434V613IUSBISHARES TR$430,3940.02%9,522CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$429,6150.02%3,728CommonNONE
693506107PPGPPG INDS INC$426,6750.02%3,572CommonNONE
681919106OMCOMNICOM GROUP INC$424,1750.02%4,930CommonNONE
12514G108CDWCDW CORP$419,0880.02%2,408CommonNONE
142339100CSLCARLISLE COS INC$419,0020.02%1,136CommonNONE
456837103INGING GROEP N.V.$415,4120.02%26,510CommonNONE
45168D104IDXXIDEXX LABS INC$413,4400.02%1,000CommonNONE
12572Q105CMECME GROUP INC$411,7440.02%1,773CommonNONE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$411,4790.02%19,273CommonNONE
17275R102CSCOCISCO SYS INC$411,2340.02%6,947CommonNONE
G29183103ETNEATON CORP PLC$409,5280.02%1,234CommonNONE
101121101BXPBXP INC$404,8160.02%5,444CommonNONE
31620M106FISFIDELITY NATL INFORMATION SV$404,0120.02%5,002CommonNONE
87612E106TGTTARGET CORP$403,2150.02%2,983CommonNONE
G6683N103NUNU HLDGS LTD$402,8690.02%38,887CommonNONE
252131107DXCMDEXCOM INC$399,7380.02%5,140CommonNONE
854502101SWKSTANLEY BLACK & DECKER INC$399,2820.02%4,973CommonNONE
03524A108BUDANHEUSER BUSCH INBEV SA/NV$397,6060.02%7,941CommonNONE
09290D101BLKBLACKROCK INC$392,6170.02%383CommonNONE
346375108FORMFORMFACTOR INC$391,9080.02%8,907CommonNONE
G4124C109GRABGRAB HOLDINGS LIMITED$390,7830.02%82,793CommonNONE
23331A109DHID R HORTON INC$390,5170.02%2,793CommonNONE
22822V101CCICROWN CASTLE INC$390,3590.02%4,301CommonNONE
026874784AIGAMERICAN INTL GROUP INC$388,2420.02%5,333CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$386,0830.02%542CommonNONE
G8232Y101PENGUIN SOLUTIONS INC$385,8150.02%20,105CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$385,7110.02%2,103CommonNONE
631103108NDAQNASDAQ INC$385,2360.02%4,983CommonNONE
G65431127NENOBLE CORP PLC$381,4470.02%12,148CommonNONE
89832Q109TFCTRUIST FINL CORP$379,4010.02%8,746CommonNONE
M7S64H106MNDYMONDAY COM LTD$376,9390.02%1,601CommonNONE
00508Y102AYIACUITY BRANDS INC$374,8030.02%1,283CommonNONE
302130109EXPDEXPEDITORS INTL WASH INC$373,4060.02%3,371CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$373,3720.02%1,669CommonNONE
N07059210ASMLASML HOLDING N V$372,8770.02%538CommonNONE
19239V302CCOICOGENT COMMUNICATIONS HLDGS$372,2480.02%4,830CommonNONE
464287671IUSGISHARES TR$369,8350.02%2,654CommonNONE
29605J106ESABESAB CORPORATION$365,6970.02%3,049CommonNONE
47233W109JEFJEFFERIES FINL GROUP INC$365,5790.02%4,663CommonNONE
464287309IVWISHARES TR$365,0000.02%3,595CommonNONE
00912X302ALAIR LEASE CORP$363,4070.02%7,538CommonNONE
902252105TYLTYLER TECHNOLOGIES INC$360,9770.02%626CommonNONE
949746101WMT2WELLS FARGO CO NEW$360,2610.02%5,129CommonNONE
25243Q205DEODIAGEO PLC$352,0230.02%2,769CommonNONE
44107P104HSTHOST HOTELS & RESORTS INC$351,0830.02%20,039CommonNONE
665859104NTRSNORTHERN TR CORP$349,5250.02%3,410CommonNONE
009066101ABNBAIRBNB INC$348,8940.02%2,655CommonNONE
71844V201PECOPHILLIPS EDISON & CO INC$348,2400.02%9,296CommonNONE
21036P108STZCONSTELLATION BRANDS INC$343,6550.02%1,555CommonNONE
01741R102ATIATI INC$343,3400.02%6,238CommonNONE
655844108NSCNORFOLK SOUTHN CORP$343,1310.02%1,462CommonNONE
74460D109PSAPUBLIC STORAGE OPER CO$340,4630.02%1,137CommonNONE
596680108MSEXMIDDLESEX WTR CO$336,5690.02%6,395CommonNONE
48020Q107JLLJONES LANG LASALLE INC$335,6640.02%1,326CommonNONE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$335,0810.02%1,424CommonNONE
0076CA104AEGAEGON LTD$332,8140.02%56,505CommonNONE
G0403H108AONAON PLC$326,8360.02%910CommonNONE
776696106ROPROPER TECHNOLOGIES INC$325,9460.02%627CommonNONE
92852X103VTSVITESSE ENERGY INC$325,5500.02%13,022CommonNONE
87165B103SYFSYNCHRONY FINANCIAL$325,0000.02%5,000CommonNONE
254709108DFSEURDISCOVER FINL SVCS$322,3810.02%1,861CommonNONE
359694106FULFULLER H B CO$322,3520.02%4,777CommonNONE
G4740B105ICHRICHOR HOLDINGS$319,8800.02%9,928CommonNONE
705015105PSOPEARSON PLC$318,9830.02%19,788CommonNONE
921910725VSGXVANGUARD WORLD FD$316,3830.02%5,580CommonNONE
34354P105FLSFLOWSERVE CORP$314,5190.02%5,468CommonNONE
126402106CSWCSW INDUSTRIALS INC$312,5810.02%886CommonNONE
Y7542C130STNGSCORPIO TANKERS INC$311,9540.02%6,278CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$310,8400.02%1,414CommonNONE
N00985106AERAERCAP HOLDINGS NV$310,7380.02%3,247CommonNONE
55024U109LITELUMENTUM HLDGS INC$310,6990.02%3,701CommonNONE
036752103ELVELEVANCE HEALTH INC$307,2940.02%833CommonNONE
98978V103ZTSZOETIS INC$307,2860.02%1,886CommonNONE
020002101ALLALLSTATE CORP$306,3430.02%1,589CommonNONE
879382208TELFYTELEFONICA S A$304,2090.02%75,674CommonNONE
46266C105IQVIQVIA HLDGS INC$304,0010.02%1,547CommonNONE
464288372IGFISHARES TR$297,9390.02%5,700CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$297,4530.02%3,933CommonNONE
05464C101AXONAXON ENTERPRISE INC$295,3770.02%497CommonNONE
04016X101ARGXARGENX SE$294,5850.02%479CommonNONE
06738E204BCSBARCLAYS PLC$294,0940.02%22,129CommonNONE
538034109LYVLIVE NATION ENTERTAINMENT IN$292,9290.02%2,262CommonNONE
92937A102WPPWPP PLC NEW$291,6440.02%5,674CommonNONE
833034101SNASNAP ON INC$289,5760.02%853CommonNONE
69370C100PTCPTC INC$289,4110.02%1,574CommonNONE
29476L107EQREQUITY RESIDENTIAL$285,8200.02%3,983CommonNONE
00846U101AAGILENT TECHNOLOGIES INC$285,2040.02%2,123CommonNONE
26614N102DDDUPONT DE NEMOURS INC$284,9460.02%3,737CommonNONE
59156R108METMETLIFE INC$284,9420.02%3,480CommonNONE
770700102HOODROBINHOOD MKTS INC$282,9150.02%7,593CommonNONE
742718109PGPROCTER AND GAMBLE CO$281,1140.02%1,677CommonNONE
87162W100SNXTD SYNNEX CORPORATION$279,5960.02%2,384CommonNONE
316773100FITBFIFTH THIRD BANCORP$278,9210.02%6,597CommonNONE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$276,9200.02%717CommonNONE
53115L104LBRTLIBERTY ENERGY INC$276,6700.02%13,910CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$274,8030.02%3,515CommonNONE
25434V401DFUSDIMENSIONAL ETF TRUST$273,5760.02%4,291CommonNONE
172967424CCITIGROUP INC$272,9020.02%3,877CommonNONE
19260Q107COINCOINBASE GLOBAL INC$271,8890.02%1,095CommonNONE
913259107UTLUNITIL CORP$271,8710.02%5,017CommonNONE
92537N108VRTVERTIV HOLDINGS CO$271,8690.02%2,393CommonNONE
478160104JNJJOHNSON & JOHNSON$271,2030.02%1,875CommonNONE
22052L104CTVACORTEVA INC$271,1870.02%4,761CommonNONE
55261F104MTBM & T BK CORP$268,4780.02%1,428CommonNONE
76665T102REPXRILEY EXPLORATION PERMIAN IN$267,0430.02%8,366CommonNONE
302491303FMCFMC CORP$266,0910.02%5,474CommonNONE
231561101CWCURTISS WRIGHT CORP$262,2490.02%739CommonNONE
205887102CAGCONAGRA BRANDS INC$260,7950.02%9,398CommonNONE
12541W209CHRWC H ROBINSON WORLDWIDE INC$257,2670.01%2,490CommonNONE
500472303PHGKONINKLIJKE PHILIPS N V$256,2130.01%10,119CommonNONE
042735100ARWARROW ELECTRS INC$255,9910.01%2,263CommonNONE
29084Q100EMEEMCOR GROUP INC$255,5460.01%563CommonNONE
244199105DEDEERE & CO$254,6690.01%601CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$253,8980.01%1,054CommonNONE
928298108VSHVISHAY INTERTECHNOLOGY INC$252,3550.01%14,897CommonNONE
032095101APHAMPHENOL CORP NEW$250,0200.01%3,600CommonNONE
166764100CVXCHEVRON CORP NEW$249,5590.01%1,723CommonNONE
7591EP100RFREGIONS FINANCIAL CORP NEW$246,7250.01%10,490CommonNONE
464287705IJJISHARES TR$246,6140.01%1,974CommonNONE
G0450A105ACGLARCH CAP GROUP LTD$241,8650.01%2,619CommonNONE
74158E104PNRGPRIMEENERGY RESOURCES CORP$240,8900.01%1,097CommonNONE
778296103ROSTROSS STORES INC$239,4600.01%1,583CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$239,3880.01%7,014CommonNONE
929042109VNOVORNADO RLTY TR$238,7450.01%5,679CommonNONE
256746108DLTRDOLLAR TREE INC$238,3090.01%3,180CommonNONE
29355X107NPOENPRO INC$237,6360.01%1,378CommonNONE
580135101MCDMCDONALDS CORP$234,8710.01%810CommonNONE
29977A105EVREVERCORE INC$234,5030.01%846CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$234,0580.01%779CommonNONE
92204A405VFHVANGUARD WORLD FD$232,3620.01%1,968CommonNONE
05550J101BJBJS WHSL CLUB HLDGS INC$232,2210.01%2,599CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$230,8720.01%2,705CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$230,8550.01%3,382CommonNONE
294429105EFXEQUIFAX INC$230,6390.01%905CommonNONE
92338C103VLTOVERALTO CORP$230,5880.01%2,264CommonNONE
60937P106MDBMONGODB INC$230,2490.01%989CommonNONE
464287408IVEISHARES TR$230,2010.01%1,206CommonNONE
G8726X106TNKTEEKAY TANKERS LTD$226,9620.01%5,704CommonNONE
494368103KMBKIMBERLY-CLARK CORP$226,0440.01%1,725CommonNONE
G0750C108AXTAAXALTA COATING SYS LTD$225,7490.01%6,597CommonNONE
701094104PHPARKER-HANNIFIN CORP$223,2470.01%351CommonNONE
74762E102QUREQUANTA SVCS INC$222,8150.01%705CommonNONE
912008109USFDUS FOODS HLDG CORP$220,9320.01%3,275CommonNONE
83089J108SKYTSKYWATER TECHNOLOGY INC$220,7450.01%15,996CommonNONE
654106103NKENIKE INC$219,0020.01%2,894CommonNONE
464287465EFAISHARES TR$218,2100.01%2,886CommonNONE
038336103ATRAPTARGROUP INC$217,4260.01%1,384CommonNONE
72352L106PINSPINTEREST INC$217,3840.01%7,496CommonNONE
893641100TDGTRANSDIGM GROUP INC$216,7050.01%171CommonNONE
88162G103TTEKTETRA TECH INC NEW$216,2910.01%5,429CommonNONE
713448108PEPPEPSICO INC$216,0470.01%1,421CommonNONE
50012A108KGSKODIAK GAS SVCS INC$213,7860.01%5,236CommonNONE
693718108PCARPACCAR INC$209,1840.01%2,011CommonNONE
24665A103DKDELEK US HLDGS INC NEW$209,1060.01%11,303CommonNONE
416515104HIGHARTFORD FINL SVCS GROUP INC$209,0630.01%1,911CommonNONE
30049A107EPMEVOLUTION PETE CORP$206,4750.01%39,479CommonNONE
76954A103RIVNRIVIAN AUTOMOTIVE INC$206,3890.01%15,518CommonNONE
015271109AREALEXANDRIA REAL ESTATE EQ IN$205,6350.01%2,108CommonNONE
45784P101PODDINSULET CORP$204,6790.01%784CommonNONE
M98068105WIXWIX COM LTD$203,6080.01%949CommonNONE
007973100AEISADVANCED ENERGY INDS$202,9310.01%1,755CommonNONE
075887109BDXBECTON DICKINSON & CO$202,0600.01%891CommonNONE
191216100KOCOCA COLA CO$201,4020.01%3,235CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$201,1130.01%1,712CommonNONE
05964H105SANBANCO SANTANDER S.A.$191,7120.01%42,042CommonNONE
92857W308VODVODAFONE GROUP PLC NEW$168,8660.01%19,890CommonNONE
F21107101CSTMCONSTELLIUM SE$137,9980.01%13,437CommonNONE
64828T201RITMRITHM CAPITAL CORP$131,4110.01%12,134CommonNONE
387432107GRNTGRANITE RIDGE RESOURCES INC$130,2790.01%20,167CommonNONE
294821608ERICTELEFONAKTIEBOLAGET LM ERICS$116,7010.01%14,479CommonNONE
G1757E113CMCLCALEDONIA MNG CORP PLC$107,2460.01%11,397CommonNONE
02217A102AMPSUSDALTUS POWER INC$91,3310.01%22,440CommonNONE
58463J304MPTMEDICAL PPTYS TRUST INC$90,7870.01%22,984CommonNONE
L02235106AMBPARDAGH METAL PACKAGING S A$90,3870.01%30,029CommonNONE
60687Y109MFGMIZUHO FINANCIAL GROUP INC$73,7170.00%15,075CommonNONE
G65773106NATNORDIC AMERICAN TANKERS LIMI$71,6350.00%28,654CommonNONE
Y7388L103SBSAFE BULKERS INC$68,9220.00%19,306CommonNONE
97651M109WITWIPRO LTD$58,0350.00%16,394CommonNONE
98955K104ZVIAZEVIA PBC$54,7420.00%13,065CommonNONE
654902204NOKNOKIA CORP$51,1040.00%11,536CommonNONE
46655E100DCDAKOTA GOLD CORP$36,2100.00%16,459CommonNONE

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.