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BAILARD, INC.

Q1 2025 · 13F-HR

BAILARD, INC.holdings as filed

Filed 2025-05-02 · accession 0001172661-25-001565

$3.87B
Reported value
735
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 735

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$193.1M4.98%869,377CommonSOLE
594918104MSFTMICROSOFT CORP$162.6M4.20%433,058CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$113.6M2.93%203,049CommonSOLE
67066G104NVDANVIDIA CORPORATION$110.6M2.85%1,020,409CommonSOLE
464287465EFAISHARES TR$110.4M2.85%1,351,236CommonSOLE
78463V107GLDSPDR GOLD TR$93.2M2.40%323,336CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$78.2M2.02%1,064,649CommonSOLE
375558103GILDGILEAD SCIENCES INC$74.6M1.93%666,108CommonSOLE
02079K305GOOGLALPHABET INC$72.8M1.88%470,990CommonSOLE
464288356CMFISHARES TR$64.8M1.67%1,152,134CommonSOLE
47103U852JMBSJANUS DETROIT STR TR$64.8M1.67%1,433,078CommonSOLE
92204A702VGTVANGUARD WORLD FD$60.6M1.56%111,687CommonSOLE
46432F842IEFAISHARES TR$60.1M1.55%793,901CommonSOLE
922908769VTIVANGUARD INDEX FDS$58.7M1.51%213,498CommonSOLE
92826C839VVISA INC$57.5M1.48%164,116CommonSOLE
46641Q647JMUBJ P MORGAN EXCHANGE TRADED F$54.8M1.41%1,095,717CommonSOLE
46641Q654JMSTJ P MORGAN EXCHANGE TRADED F$52.7M1.36%1,036,968CommonSOLE
922908363VOOVANGUARD INDEX FDS$50.3M1.30%97,847CommonSOLE
023135106AMZNAMAZON COM INC$49.9M1.29%262,048CommonSOLE
30303M102METAMETA PLATFORMS INC$47.4M1.22%82,269CommonSOLE
922908611VBRVANGUARD INDEX FDS$45.8M1.18%245,790CommonSOLE
46090E103QQQINVESCO QQQ TR$43.3M1.12%92,434CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$39.7M1.03%75,875CommonSOLE
464287200IVVISHARES TR$39.7M1.02%70,636CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$38.0M0.98%40,187CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$37.0M0.95%150,787CommonSOLE
437076102HDHOME DEPOT INC$32.8M0.85%89,496CommonSOLE
46429B267GOVTISHARES TR$31.8M0.82%1,384,013CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$31.4M0.81%518,295CommonSOLE
464287879IJSISHARES TR$28.1M0.72%287,942CommonSOLE
872540109TJXTJX COS INC NEW$27.3M0.70%223,879CommonSOLE
09290D101BLKBLACKROCK INC$26.1M0.67%27,606CommonSOLE
464287507IJHISHARES TR$25.4M0.65%434,628CommonSOLE
742718109PGPROCTER AND GAMBLE CO$25.2M0.65%147,922CommonSOLE
617446448MSMORGAN STANLEY$25.0M0.65%214,325CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$24.1M0.62%116,630CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$23.5M0.61%141,351CommonSOLE
478160104JNJJOHNSON & JOHNSON$23.4M0.60%141,294CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$22.4M0.58%495,020CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$22.4M0.58%40,648CommonSOLE
64110L106NFLXNETFLIX INC$22.3M0.58%23,918CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$21.7M0.56%297,988CommonSOLE
337738108FISVFISERV INC$21.2M0.55%96,163CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$20.7M0.53%205,262CommonSOLE
461202103INTUINTUIT$20.0M0.52%32,525CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$19.9M0.51%59,031CommonSOLE
94106L109WMWASTE MGMT INC DEL$19.9M0.51%85,879CommonSOLE
20825C104COPCONOCOPHILLIPS$19.9M0.51%189,021CommonSOLE
747525103QCOMQUALCOMM INC$19.4M0.50%126,441CommonSOLE
H1467J104CBCHUBB LIMITED$18.9M0.49%62,536CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$18.4M0.47%37,947CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$17.9M0.46%57,258CommonSOLE
231021106CMICUMMINS INC$17.8M0.46%56,863CommonSOLE
00724F101ADBEADOBE INC$16.8M0.43%43,891CommonSOLE
482480100KLACKLA CORP$16.7M0.43%24,601CommonSOLE
G29183103ETNEATON CORP PLC$16.0M0.41%58,919CommonSOLE
235851102DHRDANAHER CORPORATION$15.8M0.41%77,257CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$15.3M0.39%28,654CommonSOLE
78409V104SPGIS&P GLOBAL INC$15.3M0.39%30,020CommonSOLE
46436E858IBTGISHARES TR$15.1M0.39%659,607CommonSOLE
02079K107GOOGALPHABET INC$14.8M0.38%94,724CommonSOLE
166764100CVXCHEVRON CORP NEW$14.6M0.38%87,286CommonSOLE
031162100AMGNAMGEN INC$14.5M0.37%46,533CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$14.1M0.36%278,160CommonSOLE
922908553VNQVANGUARD INDEX FDS$13.8M0.36%152,656CommonSOLE
464288166AGZISHARES TR$13.7M0.35%124,926CommonSOLE
464287655IWMISHARES TR$13.1M0.34%65,810CommonSOLE
464287804IJRISHARES TR$13.1M0.34%125,231CommonSOLE
882508104TXNTEXAS INSTRS INC$12.4M0.32%69,056CommonSOLE
464287549IGMISHARES TR$12.3M0.32%135,464CommonSOLE
81762P102NOWSERVICENOW INC$12.0M0.31%15,070CommonSOLE
464287499IWRISHARES TR$11.8M0.30%138,482CommonSOLE
002824100ABTABBOTT LABS$11.7M0.30%88,074CommonSOLE
580135101MCDMCDONALDS CORP$11.6M0.30%37,061CommonSOLE
464288240ACWXISHARES TR$11.4M0.29%206,094CommonSOLE
74340W103PLDPROLOGIS INC.$11.4M0.29%102,183CommonSOLE
858119100STLDSTEEL DYNAMICS INC$11.3M0.29%90,731CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$11.3M0.29%66,184CommonSOLE
713448108PEPPEPSICO INC$11.1M0.29%73,876CommonSOLE
046353108AZNNASTRAZENECA PLC$11.0M0.28%149,760CommonSOLE
11135F101AVGOBROADCOM INC$11.0M0.28%65,718CommonSOLE
G54950103LINLINDE PLC$11.0M0.28%23,560CommonSOLE
98978V103ZTSZOETIS INC$10.8M0.28%65,569CommonSOLE
532457108LLYELI LILLY & CO$10.8M0.28%13,067CommonSOLE
68389X105ORCLORACLE CORP$10.7M0.28%76,882CommonSOLE
464287234EEMISHARES TR$10.7M0.28%245,722CommonSOLE
863667101SYKSTRYKER CORPORATION$10.3M0.27%27,703CommonSOLE
464287630IWNISHARES TR$10.1M0.26%66,813CommonSOLE
060505104BACBANK AMERICA CORP$9.8M0.25%235,847CommonSOLE
191216100KOCOCA COLA CO$9.4M0.24%131,039CommonSOLE
254687106DISDISNEY WALT CO$9.3M0.24%94,292CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$9.3M0.24%52,930CommonSOLE
922908629VOVANGUARD INDEX FDS$9.3M0.24%35,912CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$9.3M0.24%53,537CommonSOLE
464288638IGIBISHARES TR$9.2M0.24%175,638CommonSOLE
464288646IGSBISHARES TR$8.7M0.22%166,072CommonSOLE
87612E106TGTTARGET CORP$8.6M0.22%82,753CommonSOLE
46436E551XJHISHARES TR$8.4M0.22%215,806CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$8.4M0.22%81,527CommonSOLE
92204A108VCRVANGUARD WORLD FD$8.3M0.21%25,487CommonSOLE
81141R100SESEA LTD$8.2M0.21%63,081CommonSOLE
78468R101SPTSSPDR SER TR$8.2M0.21%279,125CommonSOLE
871829107SYYSYSCO CORP$8.0M0.21%106,172CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$7.9M0.20%22,426CommonSOLE
72201R866MUNIPIMCO ETF TR$7.8M0.20%151,213CommonSOLE
922908751VBVANGUARD INDEX FDS$7.8M0.20%35,115CommonSOLE
17275R102CSCOCISCO SYS INC$7.6M0.20%123,557CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$7.6M0.20%42,331CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$7.4M0.19%371,823CommonSOLE
46434V647REETISHARES TR$7.3M0.19%302,057CommonSOLE
91913Y100VLOVALERO ENERGY CORP$7.2M0.19%54,340CommonSOLE
464288588MBBISHARES TR$7.1M0.18%76,163CommonSOLE
85207H104PHYSSPROTT PHYSICAL GOLD TR$7.1M0.18%294,738CommonSOLE
46435U663ESMLISHARES TR$7.0M0.18%182,684CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$6.9M0.18%40,947CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$6.8M0.18%137,394CommonSOLE
443573100HUBSHUBSPOT INC$6.8M0.18%11,902CommonSOLE
92204A504VHTVANGUARD WORLD FD$6.8M0.17%25,601CommonSOLE
464287739IYRISHARES TR$6.7M0.17%70,249CommonSOLE
78470E106EFAXSPDR INDEX SHS FDS$6.5M0.17%150,618CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$5.9M0.15%26,030CommonSOLE
020002101ALLALLSTATE CORP$5.9M0.15%28,398CommonSOLE
20030N101CMCSACOMCAST CORP NEW$5.9M0.15%159,287CommonSOLE
464288414MUBISHARES TR$5.7M0.15%54,387CommonSOLE
30231G102XOMEXXON MOBIL CORP$5.5M0.14%46,088CommonSOLE
74624M102PPURE STORAGE INC$5.3M0.14%120,497CommonSOLE
79466L302CRMSALESFORCE INC$5.3M0.14%19,744CommonSOLE
921909768VXUSVANGUARD STAR FDS$5.3M0.14%84,923CommonSOLE
65339F101NEENEXTERA ENERGY INC$4.9M0.13%69,101CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$4.9M0.13%23,339CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$4.8M0.12%219,215CommonSOLE
46434V456IQLTISHARES TR$4.8M0.12%121,912CommonSOLE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$4.8M0.12%310,200CommonSOLE
149123101CATCATERPILLAR INC$4.8M0.12%14,440CommonSOLE
464287648IWOISHARES TR$4.7M0.12%18,463CommonSOLE
464288158SUBISHARES TR$4.6M0.12%43,991CommonSOLE
82509L107SHOPSHOPIFY INC$4.6M0.12%48,050CommonSOLE
172967424CCITIGROUP INC$4.6M0.12%64,187CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$4.5M0.12%17,673CommonSOLE
46435G524IGROISHARES TR$4.5M0.12%61,877CommonSOLE
58933Y105MRKMERCK & CO INC$4.5M0.12%49,749CommonSOLE
001055102AFLAFLAC INC$4.4M0.11%39,992CommonSOLE
049468101TEAMATLASSIAN CORPORATION$4.4M0.11%20,866CommonSOLE
N07059210ASMLASML HOLDING N V$4.4M0.11%6,682CommonSOLE
23804L103DDOGDATADOG INC$4.4M0.11%44,473CommonSOLE
803054204SAPSAP SE$4.4M0.11%16,251CommonSOLE
743315103PGRPROGRESSIVE CORP$4.4M0.11%15,394CommonSOLE
512807306LRCXLAM RESEARCH CORP$4.3M0.11%59,663CommonSOLE
45765U103NSITINSIGHT ENTERPRISES INC$4.0M0.10%26,869CommonSOLE
053332102AZOAUTOZONE INC$4.0M0.10%1,055CommonSOLE
842587107SOSOUTHERN CO$4.0M0.10%43,551CommonSOLE
038222105AMATAPPLIED MATLS INC$4.0M0.10%27,453CommonSOLE
46436E742EMXFISHARES TR$4.0M0.10%103,644CommonSOLE
252131107DXCMDEXCOM INC$3.9M0.10%57,707CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$3.9M0.10%31,799CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$3.8M0.10%15,505CommonSOLE
595112103MUMICRON TECHNOLOGY INC$3.8M0.10%44,106CommonSOLE
78464A839MDYVSPDR SER TR$3.8M0.10%49,203CommonSOLE
78464A664SPTLSPDR SER TR$3.8M0.10%137,766CommonSOLE
46434G863ESGEISHARES INC$3.8M0.10%107,337CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$3.7M0.10%47,819CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$3.7M0.10%7,231CommonSOLE
00287Y109ABBVABBVIE INC$3.7M0.10%17,611CommonSOLE
291011104EMREMERSON ELEC CO$3.7M0.09%33,335CommonSOLE
92204A603VISVANGUARD WORLD FD$3.6M0.09%14,722CommonSOLE
464288182AAXJISHARES TR$3.6M0.09%48,216CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$3.6M0.09%14,323CommonSOLE
032108557ETHOAMPLIFY ETF TR$3.5M0.09%63,946CommonSOLE
464288570DSIISHARES TR$3.5M0.09%34,281CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$3.5M0.09%11,480CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$3.5M0.09%76,486CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$3.4M0.09%6,381CommonSOLE
92204A207VDCVANGUARD WORLD FD$3.4M0.09%15,443CommonSOLE
464287663IUSVISHARES TR$3.3M0.09%36,242CommonSOLE
907818108UNPUNION PAC CORP$3.3M0.09%14,109CommonSOLE
78464A672SPTISPDR SER TR$3.3M0.09%115,565CommonSOLE
922280102VRNSVARONIS SYS INC$3.3M0.08%81,238CommonSOLE
233051192EMCRDBX ETF TR$3.2M0.08%108,738CommonSOLE
609207105MDLZMONDELEZ INTL INC$3.2M0.08%47,208CommonSOLE
26701L100BROSDUTCH BROS INC$3.2M0.08%51,520CommonSOLE
465741106ITRIITRON INC$3.1M0.08%29,801CommonSOLE
654106103NKENIKE INC$3.1M0.08%48,919CommonSOLE
30034W106EVRGEVERGY INC$3.1M0.08%44,800CommonSOLE
78468R663BILSPDR SER TR$3.1M0.08%33,289CommonSOLE
88160R101TSLATESLA INC$3.0M0.08%11,746CommonSOLE
833034101SNASNAP ON INC$3.0M0.08%9,019CommonSOLE
464287101OEFISHARES TR$3.0M0.08%11,186CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$3.0M0.08%60,737CommonSOLE
438516106HONHONEYWELL INTL INC$2.9M0.08%13,887CommonSOLE
78464A375SPIBSPDR SER TR$2.9M0.07%86,639CommonSOLE
26875P101EOGEOG RES INC$2.8M0.07%22,145CommonSOLE
78464A474SPSBSPDR SER TR$2.8M0.07%94,278CommonSOLE
025816109AXPAMERICAN EXPRESS CO$2.8M0.07%10,408CommonSOLE
464288802SUSAISHARES TR$2.8M0.07%24,350CommonSOLE
464287671IUSGISHARES TR$2.8M0.07%21,996CommonSOLE
98419M100XYLXYLEM INC$2.8M0.07%23,023CommonSOLE
78464A300SLYVSPDR SER TR$2.7M0.07%34,992CommonSOLE
931142103WMTWALMART INC$2.7M0.07%30,991CommonSOLE
42809H107HESHESS CORP$2.7M0.07%16,852CommonSOLE
565394103CARTMAPLEBEAR INC$2.7M0.07%67,204CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$2.6M0.07%21,353CommonSOLE
46436E544XJRISHARES TR$2.6M0.07%69,679CommonSOLE
278865100ECLECOLAB INC$2.6M0.07%10,331CommonSOLE
458140100INTCINTEL CORP$2.6M0.07%113,786CommonSOLE
589889104MMSIMERIT MED SYS INC$2.6M0.07%24,350CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$2.6M0.07%4,034CommonSOLE
464288372IGFISHARES TR$2.5M0.06%45,955CommonSOLE
88339J105TTDTHE TRADE DESK INC$2.5M0.06%44,979CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$2.5M0.06%29,341CommonNONE
46435G516ESGDISHARES TR$2.5M0.06%30,039CommonSOLE
81369Y860XLRESELECT SECTOR SPDR TR$2.4M0.06%58,420CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$2.4M0.06%4,426CommonSOLE
835699307SONYSONY GROUP CORP$2.4M0.06%94,714CommonSOLE
278642103EBAYEBAY INC.$2.3M0.06%34,651CommonSOLE
855244109SBUXSTARBUCKS CORP$2.3M0.06%23,767CommonSOLE
316773100FITBFIFTH THIRD BANCORP$2.2M0.06%57,363CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$2.2M0.06%488CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$2.2M0.06%20,439CommonSOLE
053611109AVYAVERY DENNISON CORP$2.2M0.06%12,380CommonSOLE
89832Q109TFCTRUIST FINL CORP$2.2M0.06%53,325CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$2.2M0.06%20,739CommonSOLE
464287309IVWISHARES TR$2.1M0.06%22,987CommonSOLE
46434V621DGROISHARES TR$2.1M0.05%34,047CommonSOLE
464288323NYFISHARES TR$2.1M0.05%39,569CommonSOLE
701094104PHPARKER-HANNIFIN CORP$2.1M0.05%3,403CommonSOLE
36118L106FUTUFUTU HLDGS LTD$2.0M0.05%20,000CommonSOLE
46641Q241BBAGJ P MORGAN EXCHANGE TRADED F$2.0M0.05%44,170CommonSOLE
928881101VNTVONTIER CORPORATION$2.0M0.05%61,812CommonSOLE
052769106ADSKAUTODESK INC$2.0M0.05%7,733CommonSOLE
464285204IAUISHARES GOLD TR$2.0M0.05%33,942CommonSOLE
464287408IVEISHARES TR$2.0M0.05%10,434CommonSOLE
244199105DEDEERE & CO$2.0M0.05%4,172CommonSOLE
446413106HIIHUNTINGTON INGALLS INDS INC$1.9M0.05%9,243CommonSOLE
548661107LOWLOWES COS INC$1.8M0.05%7,797CommonSOLE
746729102PLDRPUTNAM ETF TRUST$1.8M0.05%58,481CommonSOLE
91680M107UPSTUPSTART HLDGS INC$1.8M0.05%38,759CommonSOLE
058498106BALLBALL CORP$1.8M0.05%34,177CommonSOLE
125523100CITHE CIGNA GROUP$1.8M0.05%5,386CommonSOLE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$1.8M0.05%128,537CommonSOLE
G87052109TELTE CONNECTIVITY PLC$1.7M0.04%12,002CommonSOLE
808524607SCHASCHWAB STRATEGIC TR$1.7M0.04%71,844CommonSOLE
750917106RMBSRAMBUS INC DEL$1.7M0.04%32,446CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$1.6M0.04%8,621CommonSOLE
086516101BBYBEST BUY INC$1.6M0.04%21,965CommonSOLE
02005N100ALLYALLY FINL INC$1.6M0.04%43,404CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$1.6M0.04%63,012CommonSOLE
41068X100HASIHA SUSTAINABLE INFRA CAP INC$1.6M0.04%53,551CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$1.6M0.04%7,170CommonSOLE
80105N105SNYSANOFI$1.5M0.04%27,736CommonSOLE
16411R208LNGCHENIERE ENERGY INC$1.5M0.04%6,614CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$1.5M0.04%11,622CommonSOLE
808524706SCHESCHWAB STRATEGIC TR$1.5M0.04%54,174CommonSOLE
78468R796SPYXSPDR SER TR$1.5M0.04%32,360CommonSOLE
832696405SJMSMUCKER J M CO$1.5M0.04%12,472CommonSOLE
65473P105NINISOURCE INC$1.5M0.04%36,783CommonNONE
125141101CECOCECO ENVIRONMENTAL CORP$1.5M0.04%64,119CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$1.5M0.04%8,554CommonSOLE
686688102ORAORMAT TECHNOLOGIES INC$1.4M0.04%20,246CommonSOLE
16359R103CHECHEMED CORP NEW$1.4M0.04%2,321CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$1.4M0.04%17,157CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.4M0.04%2,825CommonSOLE
717081103PFEPFIZER INC$1.4M0.04%55,214CommonSOLE
46432F339QUALISHARES TR$1.4M0.04%8,147CommonSOLE
444859102HUMHUMANA INC$1.4M0.04%5,242CommonSOLE
88588G109TSMETHRIVENT ETF TRUST$1.4M0.04%41,352CommonSOLE
58155Q103MCKMCKESSON CORP$1.4M0.04%2,043CommonSOLE
464287564ICFISHARES TR$1.4M0.04%22,193CommonSOLE
808524102SCHBSCHWAB STRATEGIC TR$1.4M0.04%63,077CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$1.4M0.04%10,265CommonSOLE
46429B291QLTAISHARES TR$1.4M0.03%28,491CommonSOLE
147528103CASYCASEYS GEN STORES INC$1.3M0.03%3,109CommonNONE
009158106APDAIR PRODS & CHEMS INC$1.3M0.03%4,490CommonSOLE
78463X848CWISPDR INDEX SHS FDS$1.3M0.03%44,256CommonSOLE
92204A876VPUVANGUARD WORLD FD$1.3M0.03%7,606CommonSOLE
464287598IWDISHARES TR$1.2M0.03%6,468CommonSOLE
05969A105TBBKBANCORP INC DEL$1.2M0.03%23,008CommonSOLE
92204A884VOXVANGUARD WORLD FD$1.2M0.03%8,021CommonSOLE
98980G102ZSZSCALER INC$1.2M0.03%5,958CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$1.2M0.03%4,454CommonSOLE
91688F104UPWKUPWORK INC$1.2M0.03%90,197CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$1.2M0.03%20,083CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$1.2M0.03%12,139CommonSOLE
464287440IEFISHARES TR$1.2M0.03%12,157CommonSOLE
464287614IWFISHARES TR$1.2M0.03%3,199CommonSOLE
88162G103TTEKTETRA TECH INC NEW$1.2M0.03%39,355CommonSOLE
67092P300NULVNUSHARES ETF TR$1.2M0.03%28,420CommonSOLE
09260D107BXBLACKSTONE INC$1.1M0.03%8,149CommonSOLE
093712107BEBLOOM ENERGY CORP$1.1M0.03%57,550CommonSOLE
126650100CVSCVS HEALTH CORP$1.1M0.03%16,674CommonSOLE
66987V109NVSNOVARTIS AG$1.1M0.03%10,123CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$1.1M0.03%7,710CommonSOLE
H42097107UBSUBS GROUP AG$1.1M0.03%36,264CommonSOLE
921910733ESGVVANGUARD WORLD FD$1.1M0.03%11,096CommonSOLE
533535100LINCLINCOLN EDL SVCS CORP$1.1M0.03%68,379CommonSOLE
49446R109KIMKIMCO RLTY CORP$1.1M0.03%51,750CommonSOLE
89151E109TTENTOTALENERGIES SE$1.1M0.03%16,734CommonSOLE
91529Y106UNMUNUM GROUP$1.1M0.03%13,196CommonNONE
67011P100DNOWDNOW INC$1.1M0.03%62,468CommonSOLE
12572Q105CMECME GROUP INC$1.1M0.03%3,990CommonSOLE
92204A405VFHVANGUARD WORLD FD$1.1M0.03%8,811CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$1.0M0.03%7,050CommonSOLE
95040Q104WELLWELLTOWER INC$1.0M0.03%6,729CommonNONE
655844108NSCNORFOLK SOUTHN CORP$1.0M0.03%4,297CommonSOLE
75960P104RELYREMITLY GLOBAL INC$1.0M0.03%48,639CommonSOLE
98389B100XELXCEL ENERGY INC$1.0M0.03%14,258CommonNONE
46434G103IEMGISHARES INC$1.0M0.03%18,695CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$1.0M0.03%1,838CommonSOLE
29670E107EPRTESSENTIAL PPTYS RLTY TR INC$990,7220.03%30,353CommonSOLE
436440101HO1HOLOGIC INC$973,9280.03%15,767CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$972,0880.03%2,876CommonSOLE
806882106SCHN1EURRADIUS RECYCLING INC$967,4220.02%33,498CommonSOLE
15135B101CNCCENTENE CORP DEL$961,7070.02%15,841CommonSOLE
369550108GDGENERAL DYNAMICS CORP$955,6650.02%3,506CommonSOLE
18539C105NY4BCLEARWAY ENERGY INC$954,8330.02%33,550CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$952,0040.02%4,821CommonSOLE
949746101WMT2WELLS FARGO CO NEW$950,2840.02%13,237CommonSOLE
G4474Y214JHGJANUS HENDERSON GROUP PLC$946,9130.02%26,194CommonNONE
64110D104NTAPNETAPP INC$936,9010.02%10,666CommonSOLE
75513E101RTXRTX CORPORATION$935,5650.02%7,063CommonSOLE
74762E102QUREQUANTA SVCS INC$932,0890.02%3,667CommonSOLE
904767704UNILEVER PLC$931,0050.02%15,634CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$913,9450.02%6,426CommonSOLE
12621E103CNOCNO FINL GROUP INC$908,5950.02%21,815CommonSOLE
285512109EAELECTRONIC ARTS INC$908,3080.02%6,285CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$906,9580.02%32,438CommonSOLE
12504L109CBRECBRE GROUP INC$904,2130.02%6,914CommonNONE
670100205NVONOVO-NORDISK A S$900,4980.02%12,968CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$899,0820.02%9,621CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$893,3000.02%8,175CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$874,7020.02%6,349CommonNONE
464287473IWSISHARES TR$870,3270.02%6,909CommonSOLE
94724R108WEAVWEAVE COMMUNICATIONS INC$868,0590.02%78,274CommonSOLE
693506107PPGPPG INDS INC$860,2560.02%7,867CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$832,8040.02%5,456CommonNONE
44925C103ICFIICF INTL INC$830,6740.02%9,776CommonSOLE
892331307TMTOYOTA MOTOR CORP$829,5140.02%4,699CommonSOLE
722304102PDDPDD HOLDINGS INC$828,4500.02%7,000CommonSOLE
11120U105BRXBRIXMOR PPTY GROUP INC$828,1480.02%31,192CommonSOLE
78573L106SBRASABRA HEALTH CARE REIT INC$816,1980.02%46,720CommonSOLE
410495204HAFCHANMI FINL CORP$807,2170.02%35,623CommonSOLE
022671101AMALAMALGAMATED FINANCIAL CORP$805,0860.02%28,003CommonSOLE
767204100RIORIO TINTO PLC$798,7040.02%13,294CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$798,4420.02%1CommonSOLE
783549108RRYDER SYS INC$795,5570.02%5,532CommonNONE
G7S00T104PNRPENTAIR PLC$793,0060.02%9,065CommonNONE
46432F834IXUSISHARES TR$790,5980.02%11,325CommonSOLE
011659109ALKALASKA AIR GROUP INC$781,1210.02%15,870CommonNONE
036752103ELVELEVANCE HEALTH INC$779,8830.02%1,793CommonNONE
06738C778DJPBARCLAYS BANK PLC$776,8200.02%22,000CommonSOLE
30161N101EXCEXELON CORP$775,4340.02%16,828CommonNONE
056525108BMIBADGER METER INC$771,2740.02%4,054CommonNONE
G0772R208NTBBANK OF NT BUTTERFIELD&SON L$766,5680.02%19,696CommonSOLE
636180101NFGNATIONAL FUEL GAS CO$763,1540.02%9,637CommonSOLE
754907103RYNRAYONIER INC$755,5480.02%27,100CommonSOLE
675234108OCFCOCEANFIRST FINL CORP$754,7510.02%44,371CommonSOLE
62482R10707WAMR COOPER GROUP INC$753,4800.02%6,300CommonSOLE
92204A306VDEVANGUARD WORLD FD$748,8160.02%5,773CommonSOLE
384802104GWWGRAINGER W W INC$743,8360.02%753CommonNONE
224408104CRCRANE COMPANY$739,8590.02%4,830CommonSOLE
37733W204GSKGSK PLC$738,7330.02%19,069CommonSOLE
922908637VVVANGUARD INDEX FDS$738,7040.02%2,874CommonSOLE
91704F104UEURBAN EDGE PPTYS$735,3000.02%38,700CommonSOLE
49803T300KRGKITE RLTY GROUP TR$730,3360.02%32,648CommonSOLE
464288257ACWIISHARES TR$730,1960.02%6,274CommonSOLE
63633D104NHINATIONAL HEALTH INVS INC$729,3680.02%9,875CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$721,8370.02%3,721CommonSOLE
902788108UMBFUMB FINL CORP$720,1350.02%7,123CommonSOLE
30069T101EEEXCELERATE ENERGY INC$719,8680.02%25,100CommonSOLE
52472M101LEGHLEGACY HOUSING CORP$719,3250.02%28,522CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$717,8690.02%10,197CommonNONE
14174T107CTRECARETRUST REIT INC$717,3580.02%25,100CommonSOLE
088606108BHPBHP GROUP LTD$715,7220.02%14,745CommonSOLE
464287556IBBISHARES TR$711,2520.02%5,561CommonSOLE
06652K103BKUBANKUNITED INC$702,5760.02%20,400CommonSOLE
680277100OSBCOLD SECOND BANCORP INC ILL$702,2080.02%42,200CommonSOLE
154760409CPFCENTRAL PAC FINL CORP$701,3090.02%25,936CommonSOLE
969904101WSMWILLIAMS SONOMA INC$698,4860.02%4,418CommonNONE
064149107BNSBANK NOVA SCOTIA HALIFAX$697,8850.02%14,714CommonSOLE
89214P109TOWNTOWNEBANK PORTSMOUTH VA$697,4760.02%20,400CommonSOLE
22266M104COURCOURSERA INC$695,9830.02%104,502CommonSOLE
456837103INGING GROEP N.V.$693,8780.02%35,420CommonSOLE
87265H109T86TRI POINTE HOMES INC$690,5250.02%21,633CommonSOLE
46284V101IRMIRON MTN INC DEL$683,3300.02%7,942CommonSOLE
922042718VSSVANGUARD INTL EQUITY INDEX F$680,4730.02%5,886CommonSOLE
79546E104SBHSALLY BEAUTY HLDGS INC$679,9590.02%75,300CommonSOLE
109194100BFAMBRIGHT HORIZONS FAM SOL IN D$679,7910.02%5,351CommonNONE
55305B101MHOM/I HOMES INC$673,6620.02%5,900CommonSOLE
05379B107AVAAVISTA CORP$669,9200.02%16,000CommonSOLE
459044103IBOCINTERNATIONAL BANCSHARES COR$668,4360.02%10,600CommonSOLE
320866106FMBHFIRST MID ILL BANCSHARES INC$666,5900.02%19,100CommonSOLE
890110109TMPTOMPKINS FINL CORP$665,5730.02%10,568CommonSOLE
744320102PRUPRUDENTIAL FINL INC$664,4940.02%5,950CommonNONE
808524748FNDCSCHWAB STRATEGIC TR$661,0840.02%18,262CommonSOLE
844895102SWXSOUTHWEST GAS HLDGS INC$660,5600.02%9,200CommonSOLE
402635502GPORGULFPORT ENERGY CORP$660,1420.02%3,585CommonSOLE
453838609IBCPINDEPENDENT BK CORP MICH$654,5950.02%21,260CommonSOLE
59156R108METMETLIFE INC$652,0350.02%8,121CommonSOLE
320218100THFFFIRST FINANCIAL CORPORATION$651,5810.02%13,303CommonSOLE
25434V724DFUVDIMENSIONAL ETF TRUST$651,5710.02%15,811CommonSOLE
004498101ACIWACI WORLDWIDE INC$651,0490.02%11,900CommonSOLE
92206C706VGITVANGUARD SCOTTSDALE FDS$650,4300.02%10,950CommonSOLE
G36738105FDPFRESH DEL MONTE PRODUCE INC$647,4300.02%21,000CommonSOLE
84790A105SPBSPECTRUM BRANDS HLDGS INC NE$643,9500.02%9,000CommonSOLE
037598109APOGAPOGEE ENTERPRISES INC$639,3540.02%13,800CommonSOLE
92857W308VODVODAFONE GROUP PLC NEW$636,8410.02%67,966CommonSOLE
00508Y102AYIACUITY INC$636,5170.02%2,417CommonNONE
87724P106TMHCTAYLOR MORRISON HOME CORP$636,4240.02%10,600CommonSOLE
40434L105HPQHP INC$636,0120.02%22,969CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$635,2440.02%4,847CommonSOLE
320209109FFBCFIRST FINL BANCORP OH$634,4920.02%25,400CommonSOLE
M7S64H106MNDYMONDAY COM LTD$632,9450.02%2,603CommonSOLE
58502B106MDPEDIATRIX MEDICAL GROUP INC$627,4170.02%43,300CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$627,3870.02%8,656CommonNONE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$618,8970.02%40,110CommonNONE
587376104MBWMMERCANTILE BK CORP$616,8910.02%14,201CommonSOLE
83946P107SPFISOUTH PLAINS FINANCIAL INC$616,0320.02%18,600CommonSOLE
92719V100VMEO*VIMEO INC$614,3680.02%116,800CommonSOLE
53815P108RAMPLIVERAMP HLDGS INC$614,2900.02%23,500CommonSOLE
753422104RPDRAPID7 INC$607,2380.02%22,906CommonSOLE
092113109BKHBLACK HILLS CORP$606,5000.02%10,000CommonSOLE
743713109PRLBPROTO LABS INC$606,1920.02%17,300CommonSOLE
74276L105PRCTPROCEPT BIOROBOTICS CORP$605,0880.02%10,386CommonSOLE
872590104TMUST-MOBILE US INC$604,3650.02%2,266CommonSOLE
10576N102BRZEBRAZE INC$602,0670.02%16,687CommonSOLE
374689107ROCKGIBRALTAR INDS INC$601,4410.02%10,253CommonSOLE
00676P107ADEAADEIA INC$598,8660.02%45,300CommonSOLE
369604301GEGE AEROSPACE$598,8490.02%2,992CommonSOLE
65158N102NMRKNEWMARK GROUP INC$598,7760.02%49,201CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$597,7910.02%1,207CommonSOLE
783859101STBAS & T BANCORP INC$596,5790.02%16,102CommonSOLE
36237H101GIIIG III APPAREL GROUP LTD$596,2300.02%21,800CommonSOLE
95082P105WCCWESCO INTL INC$595,8860.02%3,837CommonSOLE
004239109AKRACADIA RLTY TR$592,8850.02%28,300CommonSOLE
92840M102VSTVISTRA CORP$590,7230.02%5,030CommonSOLE
759530108RELXRELX PLC$589,4440.02%11,693CommonSOLE
15872M104APY1EURCHAMPIONX CORPORATION$584,3780.02%19,610CommonSOLE
464287481IWPISHARES TR$582,6330.02%4,959CommonSOLE
34354P105FLSFLOWSERVE CORP$576,6050.01%11,806CommonSOLE
81784E101SEVNSEVEN HILLS REALTY TRUST$572,1790.01%45,811CommonSOLE
922908652VXFVANGUARD INDEX FDS$571,5590.01%3,318CommonSOLE
756109104OREALTY INCOME CORP$569,3100.01%9,814CommonSOLE
830879102SKYWSKYWEST INC$567,9050.01%6,500CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$560,7140.01%12,758CommonSOLE
92204A801VAWVANGUARD WORLD FD$556,9900.01%2,950CommonSOLE
066849100BHBBAR HBR BANKSHARES$555,6620.01%18,836CommonSOLE
001228501MITTAG MTG INVT TR INC$553,3400.01%75,800CommonSOLE
43689E107HBCPHOME BANCORP INC$553,1010.01%12,346CommonSOLE
950810101WSBCWESBANCO INC$540,0040.01%17,442CommonSOLE
808524847SCHHSCHWAB STRATEGIC TR$539,6220.01%25,087CommonSOLE
871332102SLVMSYLVAMO CORP$536,5600.01%8,000CommonSOLE
370334104GISGENERAL MLS INC$534,0440.01%8,932CommonSOLE
636274409NGGNATIONAL GRID PLC$531,4070.01%8,099CommonSOLE
552848103MTGMGIC INVT CORP WIS$531,2830.01%21,440CommonSOLE
82452J109FOURSHIFT4 PMTS INC$530,9520.01%6,498CommonSOLE
42704L104HRIHERC HLDGS INC$529,9640.01%3,947CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$529,1400.01%6,479CommonSOLE
921910816MGKVANGUARD WORLD FD$525,0960.01%1,700CommonSOLE
075887109BDXBECTON DICKINSON & CO$522,9440.01%2,283CommonSOLE
918204108VFCV F CORP$519,8420.01%33,495CommonNONE
267475101DYDYCOM INDS INC$517,9560.01%3,400CommonSOLE
608190104MHKMOHAWK INDS INC$514,2670.01%4,504CommonSOLE
921910873MGCVANGUARD WORLD FD$512,9150.01%2,547CommonSOLE
808524763FNDASCHWAB STRATEGIC TR$512,5220.01%18,712CommonSOLE
00737L103CVSAADTALEM GLOBAL ED INC$510,3450.01%5,071CommonSOLE
858155203GJBSTEELCASE INC$509,6400.01%46,500CommonSOLE
668074305NWENORTHWESTERN ENERGY GROUP IN$509,2560.01%8,800CommonSOLE
M84137104SMWBSIMILARWEB LTD$506,5870.01%61,256CommonSOLE
126402106CSWCSW INDUSTRIALS INC$497,0420.01%1,705CommonSOLE
398905109GPIGROUP 1 AUTOMOTIVE INC$496,5350.01%1,300CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$487,0390.01%7,682CommonSOLE
46435G425ESGUISHARES TR$486,4210.01%3,990CommonSOLE
464288661IEIISHARES TR$486,1260.01%4,115CommonSOLE
412822108HOGHARLEY DAVIDSON INC$485,5320.01%19,229CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$477,7400.01%4,120CommonSOLE
22002T108CDPCOPT DEFENSE PROPERTIES$474,4980.01%17,400CommonSOLE
G491BT108IVZINVESCO LTD$473,3040.01%31,200CommonSOLE
222795502CUZCOUSINS PPTYS INC$471,1740.01%15,972CommonSOLE
464287705IJJISHARES TR$470,0600.01%3,926CommonSOLE
126408103CSXCSX CORP$467,0250.01%15,869CommonSOLE
03076C106AMPAMERIPRISE FINL INC$461,8410.01%954CommonSOLE
536797103LADLITHIA MTRS INC$455,2810.01%1,551CommonNONE
518613203LAURLAUREATE EDUCATION INC$454,5830.01%22,229CommonSOLE
46428Q109SLVISHARES SILVER TR$449,4790.01%14,504CommonSOLE
68404L201OPCHOPTION CARE HEALTH INC$448,0590.01%12,820CommonSOLE
55272X607MFAMFA FINL INC$443,2320.01%43,200CommonSOLE
39874R101GOGROCERY OUTLET HLDG CORP$437,2520.01%31,277CommonSOLE
87305R109TTMITTM TECHNOLOGIES INC$436,8630.01%21,300CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$436,6880.01%7,160CommonSOLE
78470E205EEMXSPDR INDEX SHS FDS$433,0540.01%12,892CommonSOLE
81619Q105SEMSELECT MED HLDGS CORP$432,5300.01%25,900CommonSOLE
20451Q104CODICOMPASS DIVERSIFIED$432,4160.01%23,161CommonSOLE
969457100WMBWILLIAMS COS INC$432,0650.01%7,230CommonSOLE
383082104GRCGORMAN RUPP CO$431,5550.01%12,295CommonSOLE
G8726X106TNKTEEKAY TANKERS LTD$427,6290.01%11,174CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$426,9360.01%8,503CommonSOLE
922042676VNQIVANGUARD INTL EQUITY INDEX F$426,6310.01%10,545CommonSOLE
45768S105IOSPINNOSPEC INC$426,3750.01%4,500CommonSOLE
86562M209SMFGSUMITOMO MITSUI FINL GROUP I$423,6660.01%27,404CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$416,2520.01%5,196CommonSOLE
966084204WSRWHITESTONE REIT$409,2860.01%28,091CommonSOLE

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.