MondegarAI
Cynosure Group, LLC

Q1 2025 · 13F-HR

Cynosure Group, LLCholdings as filed

Filed 2025-05-12 · accession 0001172661-25-001652

$725.7M
Reported value
375
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46436E718SGOVISHARES TR$62.5M8.62%621,184CommonSOLE
464288679SHVISHARES TR$61.8M8.52%559,842CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$54.8M7.55%98,002CommonSOLE
464287614IWFISHARES TR$47.0M6.48%130,203CommonSOLE
922908363VOOVANGUARD INDEX FDS$29.2M4.03%56,875CommonSOLE
464287200IVVISHARES TR$24.1M3.32%42,871CommonSOLE
92206C680VONGVANGUARD SCOTTSDALE FDS$23.1M3.18%248,869CommonSOLE
46434V878ICSHISHARES TR$22.3M3.07%439,492CommonSOLE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$19.3M2.66%380,835CommonSOLE
464287150ITOTISHARES TR$19.0M2.62%155,835CommonSOLE
78464A508SPYVSPDR SER TR$18.8M2.60%369,061CommonSOLE
907818108UNPUNION PAC CORP$15.2M2.09%64,304CommonSOLE
78463V107GLDSPDR GOLD TR$13.5M1.86%46,945CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$12.4M1.71%49,993CommonSOLE
464287226AGGISHARES TR$10.9M1.51%110,567CommonSOLE
922908751VBVANGUARD INDEX FDS$10.1M1.39%45,349CommonSOLE
369604301GEGE AEROSPACE$9.8M1.35%48,954CommonSOLE
46432F339QUALISHARES TR$7.9M1.09%46,314CommonSOLE
78467V608SRLNSSGA ACTIVE ETF TR$7.2M0.99%174,808CommonSOLE
47103U845JAAAJANUS DETROIT STR TR$7.2M0.99%141,247CommonSOLE
46090E103QQQINVESCO QQQ TR$7.0M0.97%15,029CommonSOLE
98138H101WDAYWORKDAY INC$5.6M0.77%23,845CommonSOLE
46138E370SPHBINVESCO EXCH TRADED FD TR II$5.0M0.69%63,552CommonSOLE
49845K101KVYOKLAVIYO INC$4.3M0.59%141,884CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$4.1M0.57%186,508CommonSOLE
922908769VTIVANGUARD INDEX FDS$3.9M0.54%14,371CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$3.7M0.52%15,283CommonSOLE
36828A101GEVGE VERNOVA INC$3.7M0.51%12,198CommonSOLE
949746101WMT2WELLS FARGO CO NEW$3.7M0.51%51,198CommonSOLE
594918104MSFTMICROSOFT CORP$3.4M0.47%9,110CommonSOLE
46429B697USMVISHARES TR$3.4M0.47%36,192CommonSOLE
46432F842IEFAISHARES TR$3.0M0.42%40,224CommonSOLE
46435G342REMISHARES TR$2.9M0.40%128,263CommonSOLE
98980F104GTMZOOMINFO TECHNOLOGIES INC$2.8M0.39%280,843CommonSOLE
893529107TRNSTRANSCAT INC$2.8M0.38%37,493CommonSOLE
92189F411BIZDVANECK ETF TRUST$2.6M0.35%153,232CommonSOLE
88162G103TTEKTETRA TECH INC NEW$2.5M0.35%85,779CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$2.4M0.33%10,625CommonSOLE
77664L207ROOTROOT INC$2.3M0.32%17,303CommonSOLE
88339J105TTDTHE TRADE DESK INC$2.0M0.28%37,455CommonSOLE
023135106AMZNAMAZON COM INC$2.0M0.28%10,583CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$1.9M0.27%38,284CommonSOLE
921909768VXUSVANGUARD STAR FDS$1.9M0.26%30,626CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.9M0.26%17,105CommonSOLE
037833100AAPLAPPLE INC$1.8M0.25%8,115CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$1.8M0.25%1,348CommonSOLE
000360206AAONAAON INC$1.8M0.24%22,707CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$1.7M0.24%15,256CommonSOLE
26856L103ELFE L F BEAUTY INC$1.7M0.23%26,677CommonSOLE
911922102USLMUNITED STS LIME & MINERALS I$1.7M0.23%18,873CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$1.7M0.23%20,645CommonSOLE
630402105NSSCNAPCO SEC TECHNOLOGIES INC$1.6M0.23%71,587CommonSOLE
006739106ADUSADDUS HOMECARE CORP$1.4M0.20%14,415CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$1.4M0.19%70,827CommonSOLE
366651107ITGARTNER INC$1.4M0.19%3,334CommonSOLE
464289859AOAISHARES TR$1.4M0.19%18,228CommonSOLE
532457108LLYELI LILLY & CO$1.4M0.19%1,667CommonSOLE
358039105FRPTFRESHPET INC$1.4M0.19%16,251CommonSOLE
00847J105AGYSAGILYSYS INC$1.3M0.18%17,833CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$1.3M0.18%6,643CommonSOLE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$1.3M0.18%19,665CommonSOLE
149123101CATCATERPILLAR INC$1.3M0.18%3,872CommonSOLE
464287507IJHISHARES TR$1.3M0.17%21,633CommonSOLE
62482R10707WAMR COOPER GROUP INC$1.2M0.17%10,037CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$1.2M0.16%6,846CommonSOLE
64110L106NFLXNETFLIX INC$1.2M0.16%1,250CommonSOLE
87612G101TRGPTARGA RES CORP$1.2M0.16%5,770CommonSOLE
42809H107HESHESS CORP$1.1M0.16%7,142CommonSOLE
808524607SCHASCHWAB STRATEGIC TR$1.1M0.16%48,223CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$1.1M0.15%40,151CommonSOLE
02079K305GOOGLALPHABET INC$1.1M0.15%7,187CommonSOLE
56585A102MPCMARATHON PETE CORP$1.1M0.15%7,624CommonSOLE
674215207CHRDCHORD ENERGY CORPORATION$1.1M0.15%9,761CommonSOLE
29355A107ENPHENPHASE ENERGY INC$1.1M0.15%17,540CommonSOLE
743315103PGRPROGRESSIVE CORP$1.1M0.15%3,759CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$1.1M0.15%568CommonSOLE
L44385109GLOBGLOBANT S A$1.0M0.14%8,631CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$1.0M0.14%6,873CommonSOLE
G48833118WFRDWEATHERFORD INTL PLC$997,7970.14%18,633CommonSOLE
46138J825BSCPINVESCO EXCH TRD SLF IDX FD$983,9130.14%47,578CommonSOLE
46137V118PSPINVESCO EXCHANGE TRADED FD T$968,0600.13%15,109CommonSOLE
46138J791BSCQINVESCO EXCH TRD SLF IDX FD$937,1440.13%48,108CommonSOLE
15118V207CELHCELSIUS HLDGS INC$931,6410.13%26,155CommonSOLE
770700102HOODROBINHOOD MKTS INC$929,2080.13%22,326CommonSOLE
46138J783BSCRINVESCO EXCH TRD SLF IDX FD$895,6350.12%45,719CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$864,3480.12%14,249CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$862,9730.12%11,024CommonSOLE
46138J643BSCSINVESCO EXCH TRD SLF IDX FD$850,5080.12%41,794CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$847,6330.12%33,851CommonSOLE
922908736VUGVANGUARD INDEX FDS$800,4950.11%2,159CommonSOLE
49714P108KNSLKINSALE CAP GROUP INC$797,7180.11%1,639CommonSOLE
464287499IWRISHARES TR$790,9450.11%9,298CommonSOLE
808524508SCHMSCHWAB STRATEGIC TR$770,4630.11%29,407CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$769,3060.11%5,040CommonSOLE
78409V104SPGIS&P GLOBAL INC$768,7400.11%1,513CommonSOLE
124805102CBZCBIZ INC$738,0420.10%9,729CommonSOLE
05464C101AXONAXON ENTERPRISE INC$737,9080.10%1,403CommonSOLE
626755102MUSAMURPHY USA INC$734,7830.10%1,564CommonSOLE
464287291IXNISHARES TR$727,9370.10%9,611CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$725,0030.10%1,457CommonSOLE
87256C101TKOTKO GROUP HOLDINGS INC$712,7060.10%4,664CommonSOLE
464287465EFAISHARES TR$712,0660.10%8,712CommonSOLE
G87264100TGLSTECNOGLASS INC$706,6280.10%9,876CommonSOLE
92840M102VSTVISTRA CORP$704,6400.10%6,000CommonSOLE
501147102KRYSKRYSTAL BIOTECH INC$703,5310.10%3,902CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$699,4560.10%2,026CommonSOLE
443201108HWMHOWMET AEROSPACE INC$693,4070.10%5,345CommonSOLE
74762E102QUREQUANTA SVCS INC$692,6410.10%2,725CommonSOLE
144285103CRSCARPENTER TECHNOLOGY CORP$688,4840.09%3,800CommonSOLE
74164M108PRIPRIMERICA INC$686,2860.09%2,412CommonSOLE
29357K103ENVAENOVA INTL INC$683,6450.09%7,080CommonSOLE
29358P101ENSGENSIGN GROUP INC$682,8440.09%5,277CommonSOLE
53263P105LMBLIMBACH HLDGS INC$681,3260.09%9,149CommonSOLE
670100205NVONOVO-NORDISK A S$680,7900.09%9,804CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$680,6680.09%3,377CommonSOLE
88642R109TDWTIDEWATER INC NEW$680,1670.09%16,091CommonSOLE
056525108BMIBADGER METER INC$679,1930.09%3,570CommonSOLE
78709Y105SAIASAIA INC$672,6530.09%1,925CommonSOLE
70932M107PFSIPENNYMAC FINL SVCS INC NEW$668,9350.09%6,682CommonSOLE
04016X101ARGXARGENX SE$668,2160.09%1,129CommonSOLE
398905109GPIGROUP 1 AUTOMOTIVE INC$668,0310.09%1,749CommonSOLE
59100U108CASHPATHWARD FINANCIAL INC$667,1280.09%9,145CommonSOLE
303250104FICOFAIR ISAAC CORP$665,7420.09%361CommonSOLE
30214U102EXPOEXPONENT INC$665,6650.09%8,212CommonSOLE
G29183103ETNEATON CORP PLC$662,1780.09%2,436CommonSOLE
254067101DDSDILLARDS INC$657,5270.09%1,836CommonSOLE
126402106CSWCSW INDUSTRIALS INC$657,0860.09%2,254CommonSOLE
861896108SNEXSTONEX GROUP INC$657,0210.09%8,602CommonSOLE
020764106AMRALPHA METALLURGICAL RESOUR I$645,6640.09%5,155CommonSOLE
199908104FIXCOMFORT SYS USA INC$644,0150.09%1,998CommonSOLE
902673102UFPTUFP TECHNOLOGIES INC$634,5800.09%3,146CommonSOLE
81762P102NOWSERVICENOW INC$634,5240.09%797CommonSOLE
859241101STRLSTERLING INFRASTRUCTURE INC$631,1460.09%5,575CommonSOLE
05464T104AXSMAXSOME THERAPEUTICS INC$630,3850.09%5,405CommonSOLE
30303M102METAMETA PLATFORMS INC$614,4040.08%1,066CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$581,8150.08%12,855CommonSOLE
679295105OKTAOKTA INC$578,5000.08%5,498CommonSOLE
37954Y293MLPXGLOBAL X FDS$550,9990.08%8,635CommonSOLE
92826C839VVISA INC$527,7920.07%1,506CommonSOLE
18915M107NETCLOUDFLARE INC$516,1200.07%4,580CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$504,4420.07%2,067CommonSOLE
009066101ABNBAIRBNB INC$497,3120.07%4,163CommonSOLE
G54950103LINLINDE PLC$494,9750.07%1,063CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$492,8080.07%344CommonSOLE
46434G103IEMGISHARES INC$488,4440.07%9,050CommonSOLE
464288240ACWXISHARES TR$487,6270.07%8,794CommonSOLE
46137V548PIDINVESCO EXCHANGE TRADED FD T$467,6540.06%24,523CommonSOLE
58733R102MELIMERCADOLIBRE INC$458,9190.06%235CommonSOLE
760759100RSGREPUBLIC SVCS INC$448,7220.06%1,853CommonSOLE
872540109TJXTJX COS INC NEW$443,7170.06%3,643CommonSOLE
461202103INTUINTUIT$431,6350.06%703CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$429,1780.06%783CommonSOLE
882508104TXNTEXAS INSTRS INC$418,2550.06%2,328CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$409,9910.06%433CommonSOLE
11135F101AVGOBROADCOM INC$405,0130.06%2,419CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$403,5350.06%11,820CommonSOLE
464287655IWMISHARES TR$401,6380.06%2,013CommonSOLE
65339F101NEENEXTERA ENERGY INC$401,5270.06%5,664CommonSOLE
88160R101TSLATESLA INC$399,7760.06%1,543CommonSOLE
464287481IWPISHARES TR$399,7580.06%3,402CommonSOLE
548661107LOWLOWES COS INC$397,4240.05%1,704CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$395,4250.05%7,176CommonSOLE
871607107SNPSSYNOPSYS INC$394,2350.05%919CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$389,7280.05%744CommonSOLE
98978V103ZTSZOETIS INC$389,7260.05%2,367CommonSOLE
40412C101HCAHCA HEALTHCARE INC$389,4610.05%1,127CommonSOLE
147528103CASYCASEYS GEN STORES INC$388,9000.05%896CommonSOLE
084423102WRBBERKLEY W R CORP$388,5340.05%5,460CommonSOLE
30231G102XOMEXXON MOBIL CORP$388,4200.05%3,266CommonSOLE
55354G100MSCIMSCI INC$387,3680.05%685CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$386,4950.05%1,265CommonSOLE
217204106CPRTCOPART INC$382,7190.05%6,763CommonSOLE
23331A109DHID R HORTON INC$382,4070.05%3,008CommonSOLE
235851102DHRDANAHER CORPORATION$382,3250.05%1,865CommonSOLE
559663109MGYMAGNOLIA OIL & GAS CORP$379,8600.05%15,038CommonSOLE
58933Y105MRKMERCK & CO INC$378,3380.05%4,215CommonSOLE
464287473IWSISHARES TR$378,2950.05%3,003CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$376,1580.05%735CommonSOLE
464287515IGVISHARES TR$373,7580.05%4,200CommonSOLE
053332102AZOAUTOZONE INC$373,6520.05%98CommonSOLE
62945V109NVEEUSDNV5 GLOBAL INC$373,3560.05%19,375CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$373,3520.05%3,634CommonSOLE
311900104FASTFASTENAL CO$373,1710.05%4,812CommonSOLE
85571B105STWDSTARWOOD PPTY TR INC$372,9710.05%17,363CommonSOLE
88033G407THCTENET HEALTHCARE CORP$372,7000.05%2,771CommonSOLE
14888U101CPRXCATALYST PHARMACEUTICALS INC$372,6980.05%15,369CommonSOLE
036752103ELVELEVANCE HEALTH INC$372,3260.05%856CommonSOLE
942622200WSOWATSCO INC$372,0750.05%732CommonSOLE
09290D101BLKBLACKROCK INC$371,9660.05%393CommonSOLE
86333M108LRNSTRIDE INC$371,5310.05%2,937CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$371,4470.05%2,973CommonSOLE
739128106POWLPOWELL INDS INC$369,9570.05%2,172CommonSOLE
457030104IMKTAINGLES MKTS INC$366,6170.05%5,629CommonSOLE
218937100CNRCORE NATURAL RESOURCES INC$366,6110.05%4,755CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$366,2820.05%1,112CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$364,2280.05%6,224CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$361,5720.05%2,451CommonSOLE
749607107RLIRLI CORP$361,5650.05%4,501CommonSOLE
58155Q103MCKMCKESSON CORP$361,3960.05%537CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$361,3280.05%623CommonSOLE
21044C107ROADCONSTRUCTION PARTNERS INC$360,4280.05%5,015CommonSOLE
03209R103AMPHAMPHASTAR PHARMACEUTICALS IN$359,5050.05%12,401CommonSOLE
26603R106DUOLDUOLINGO INC$359,2950.05%1,157CommonSOLE
005098108GOLFACUSHNET HLDGS CORP$358,6800.05%5,224CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$358,3560.05%1,478CommonSOLE
227046109CROXCROCS INC$357,6820.05%3,368CommonSOLE
16411R208LNGCHENIERE ENERGY INC$357,5130.05%1,545CommonSOLE
16359R103CHECHEMED CORP NEW$357,5010.05%581CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$356,8270.05%1,991CommonSOLE
115236101BROBROWN & BROWN INC$356,6550.05%2,867CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$356,5710.05%1,402CommonSOLE
398433102GFFGRIFFON CORP$356,4280.05%4,985CommonSOLE
221006109CRVLCORVEL CORP$355,6170.05%3,176CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$354,7320.05%77CommonSOLE
07831C103BRBRBELLRING BRANDS INC$354,6530.05%4,763CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$354,5060.05%2,367CommonSOLE
420261109HWKNHAWKINS INC$353,8790.05%3,341CommonSOLE
142339100CSLCARLISLE COS INC$353,7800.05%1,039CommonSOLE
127190304CACICACI INTL INC$353,7110.05%964CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$353,5410.05%1,133CommonSOLE
125269100CFCF INDS HLDGS INC$353,2380.05%4,520CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$352,4370.05%805CommonSOLE
91913Y100VLOVALERO ENERGY CORP$351,5700.05%2,662CommonSOLE
G3323L100FNFABRINET$351,3700.05%1,779CommonSOLE
40051E202ASRGRUPO AEROPORTUARIO DEL SURE$351,3110.05%1,283CommonSOLE
759530108RELXRELX PLC$350,4000.05%6,951CommonSOLE
89055F103BLDTOPBUILD CORP$350,0830.05%1,148CommonSOLE
98980G102ZSZSCALER INC$349,8140.05%1,763CommonSOLE
34959E109FTNTFORTINET INC$349,5200.05%3,631CommonSOLE
00287Y109ABBVABBVIE INC$349,4800.05%1,668CommonSOLE
759509102RSRELIANCE INC$349,3880.05%1,210CommonSOLE
244199105DEDEERE & CO$349,1960.05%744CommonSOLE
224408104CRCRANE COMPANY$348,4840.05%2,275CommonSOLE
444859102HUMHUMANA INC$348,4780.05%1,317CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$348,3600.05%10,180CommonSOLE
343412102FLRFLUOR CORP NEW$347,4540.05%9,700CommonSOLE
893641100TDGTRANSDIGM GROUP INC$347,2060.05%251CommonSOLE
171484108CHDNCHURCHILL DOWNS INC$347,0940.05%3,125CommonSOLE
922908637VVVANGUARD INDEX FDS$346,1800.05%1,347CommonSOLE
651587107NEUNEWMARKET CORP$346,1010.05%611CommonSOLE
689648103OTTROTTER TAIL CORP$346,0730.05%4,306CommonSOLE
M20791105CAMTCAMTEK LTD$343,8060.05%5,864CommonSOLE
872590104TMUST-MOBILE US INC$343,7890.05%1,289CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$343,5200.05%769CommonSOLE
318672706FBPFIRST BANCORP P R$343,4110.05%17,914CommonSOLE
165303108CPKCHESAPEAKE UTILS CORP$343,0370.05%2,671CommonSOLE
407497106HLNEHAMILTON LANE INC$342,9820.05%2,307CommonSOLE
94106L109WMWASTE MGMT INC DEL$342,4030.05%1,479CommonSOLE
78463M107SPSCSPS COMM INC$342,1780.05%2,578CommonSOLE
422806109HEIHEICO CORP NEW$341,7360.05%1,279CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$341,6760.05%1,553CommonSOLE
G8473T100STESTERIS PLC$341,5620.05%1,507CommonSOLE
191098102COKECOCA COLA CONS INC$341,5500.05%253CommonSOLE
172908105CTASCINTAS CORP$341,3850.05%1,661CommonSOLE
441593100HLIHOULIHAN LOKEY INC$341,0880.05%2,112CommonSOLE
25754A201DPZDOMINOS PIZZA INC$340,9120.05%742CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$340,8280.05%703CommonSOLE
745867101PHMPULTE GROUP INC$340,3710.05%3,311CommonSOLE
453204109PIIMPINJ INC$340,3060.05%3,752CommonSOLE
384802104GWWGRAINGER W W INC$339,8140.05%344CommonSOLE
252131107DXCMDEXCOM INC$339,7430.05%4,975CommonSOLE
800422107JBSSSANFILIPPO JOHN B & SON INC$339,5610.05%4,792CommonSOLE
81141R100SESEA LTD$339,2740.05%2,600CommonSOLE
516544103LNTHLANTHEUS HLDGS INC$339,2580.05%3,476CommonSOLE
Y2065G121DHTDHT HOLDINGS INC$339,2240.05%32,307CommonSOLE
012653101ALBALBEMARLE CORP$339,0700.05%4,708CommonSOLE
829073105SSDSIMPSON MFG INC$338,6640.05%2,156CommonSOLE
09739D100BCCBOISE CASCADE CO DEL$338,5090.05%3,451CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$337,7880.05%581CommonSOLE
632307104NTRANATERA INC$337,6870.05%2,388CommonSOLE
68389X105ORCLORACLE CORP$337,0810.05%2,411CommonSOLE
607828100MODMODINE MFG CO$336,9330.05%4,390CommonSOLE
03831W108APPAPPLOVIN CORP$336,7770.05%1,271CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$336,5990.05%2,458CommonSOLE
12514G108CDWCDW CORP$336,5460.05%2,100CommonSOLE
974250102WINAWINMARK CORP$336,3060.05%1,058CommonSOLE
87162W100SNXTD SYNNEX CORPORATION$336,2070.05%3,234CommonSOLE
858119100STLDSTEEL DYNAMICS INC$335,8400.05%2,685CommonSOLE
15101Q207CLSCELESTICA INC$335,2580.05%4,254CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$335,1590.05%3,677CommonSOLE
147448104CWSTCASELLA WASTE SYS INC$334,5300.05%3,000CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$334,2250.05%992CommonSOLE
392709101GRBKGREEN BRICK PARTNERS INC$333,8250.05%5,725CommonSOLE
44951W106IESCIES HLDGS INC$333,6870.05%2,021CommonSOLE
830566105SKAASKECHERS U S A INC$333,6390.05%5,876CommonSOLE
93627C101HCCWARRIOR MET COAL INC$333,5150.05%6,989CommonSOLE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$333,5030.05%1,480CommonSOLE
184496107CLHCLEAN HARBORS INC$332,9020.05%1,689CommonSOLE
526107107LIILENNOX INTL INC$332,5720.05%593CommonSOLE
05969A105TBBKBANCORP INC DEL$332,4160.05%6,291CommonSOLE
624756102MLIMUELLER INDS INC$332,1990.05%4,363CommonSOLE
45765U103NSITINSIGHT ENTERPRISES INC$332,0780.05%2,214CommonSOLE
053611109AVYAVERY DENNISON CORP$331,5580.05%1,863CommonSOLE
46284V101IRMIRON MTN INC DEL$331,5120.05%3,853CommonSOLE
92645B103VCTRVICTORY CAP HLDGS INC$331,3060.05%5,725CommonSOLE
447462102HURNHURON CONSULTING GROUP INC$330,6520.05%2,305CommonSOLE
98379L100XPELXPEL INC$330,4370.05%11,247CommonSOLE
76169C100REXRREXFORD INDL RLTY INC$330,4260.05%8,440CommonSOLE
302941109FCNFTI CONSULTING INC$329,9650.05%2,011CommonSOLE
67103X102OFGOFG BANCORP$329,8450.05%8,242CommonSOLE
Y41053102INSWINTERNATIONAL SEAWAYS INC$329,7420.05%9,932CommonSOLE
631103108NDAQNASDAQ INC$329,1570.05%4,339CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$328,9050.05%2,215CommonSOLE
73278L105POOLPOOL CORP$328,8560.05%1,033CommonSOLE
50212V100LPLALPL FINL HLDGS INC$328,7760.05%1,005CommonSOLE
546347105LPXLOUISIANA PAC CORP$328,2770.05%3,569CommonSOLE
891092108TTCTORO CO$328,1750.05%4,511CommonSOLE
70975L107PENPENUMBRA INC$328,1120.05%1,227CommonSOLE
482480100KLACKLA CORP$327,6640.05%482CommonSOLE
46434V613IUSBISHARES TR$327,6290.05%7,110CommonSOLE
00187Y100APGAPI GROUP CORP$326,3820.04%9,127CommonSOLE
466313103JBLJABIL INC$326,2960.04%2,398CommonSOLE
00181T107GOLDA-MARK PRECIOUS METALS INC$326,1570.04%12,856CommonSOLE
277276101EGPEASTGROUP PPTYS INC$325,1730.04%1,846CommonSOLE
099406100BOOTBOOT BARN HLDGS INC$324,8680.04%3,024CommonSOLE
913915104UTIUNIVERSAL TECHNICAL INST INC$324,1070.04%12,621CommonSOLE
125141101CECOCECO ENVIRONMENTAL CORP$323,8510.04%14,204CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$322,3480.04%6,420CommonSOLE
29084Q100EMEEMCOR GROUP INC$322,3170.04%872CommonSOLE
29530P102ERIEERIE INDTY CO$322,2490.04%769CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$322,1310.04%1,947CommonSOLE
72407810062CPIPER SANDLER COMPANIES$321,9580.04%1,300CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$321,7420.04%2,008CommonSOLE
57686G105MATXMATSON INC$321,0660.04%2,505CommonSOLE
82900L102SMPLSIMPLY GOOD FOODS CO$320,5500.04%9,294CommonSOLE
946760105CLMBCLIMB GLOBAL SOLUTIONS INC$320,5390.04%2,894CommonSOLE
88146M101TRNOTERRENO RLTY CORP$318,5660.04%5,039CommonSOLE
783754104RYZRYERSON HLDG CORP$317,6290.04%13,834CommonSOLE
698884103PARPAR TECHNOLOGY CORP$317,5570.04%5,177CommonSOLE
78473E103SPXCSPX TECHNOLOGIES INC$317,1850.04%2,463CommonSOLE
N3167Y103RACEFERRARI N V$316,6310.04%740CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$315,6840.04%1,850CommonSOLE
60937P106MDBMONGODB INC$315,0180.04%1,796CommonSOLE
670346105NUENUCOR CORP$314,6890.04%2,615CommonSOLE
09260D107BXBLACKSTONE INC$314,5050.04%2,250CommonSOLE
313148306AGMFEDERAL AGRIC MTG CORP$314,4540.04%1,677CommonSOLE
50155Q100KDKYNDRYL HLDGS INC$313,9370.04%9,998CommonSOLE
23282W605CYTKCYTOKINETICS INC$313,0000.04%7,788CommonSOLE
971378104WSCWILLSCOT HLDGS CORP$312,9170.04%11,256CommonSOLE
120076104BBWBUILD-A-BEAR WORKSHOP INC$312,5250.04%8,408CommonSOLE
313855108FSSFEDERAL SIGNAL CORP$311,6310.04%4,237CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$311,3350.04%2,977CommonSOLE
983793100XPOXPO INC$311,2290.04%2,893CommonSOLE
525558201LMATLEMAITRE VASCULAR INC$311,1850.04%3,709CommonSOLE
040413205ANETARISTA NETWORKS INC$310,2300.04%4,004CommonSOLE
67000B104NOVTNOVANTA INC$310,0850.04%2,425CommonSOLE
077347201BELFABEL FUSE INC$310,0020.04%4,302CommonSOLE
00108J109ACMRACM RESH INC$308,8350.04%13,232CommonSOLE
464287648IWOISHARES TR$307,9320.04%1,205CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$305,9330.04%1,836CommonSOLE
12618T105CRAICRA INTL INC$303,2730.04%1,751CommonSOLE
683344105ONTOONTO INNOVATION INC$302,3790.04%2,492CommonSOLE
377322102GKOSGLAUKOS CORP$300,3780.04%3,052CommonSOLE
70959W103PAGPENSKE AUTOMOTIVE GRP INC$299,3340.04%2,079CommonSOLE
042068205ARMARM HOLDINGS PLC$295,2740.04%2,765CommonSOLE
92346J108VCELVERICEL CORP$295,1610.04%6,615CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$294,5810.04%1,461CommonSOLE
043436104ABGASBURY AUTOMOTIVE GROUP INC$293,2760.04%1,328CommonSOLE
969904101WSMWILLIAMS SONOMA INC$292,8010.04%1,852CommonSOLE
458334109IPARINTERPARFUMS INC$291,8490.04%2,563CommonSOLE
759916109RGENREPLIGEN CORP$288,5800.04%2,268CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$284,4660.04%8,308CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$284,2510.04%3,937CommonSOLE
45781V101IIPRINNOVATIVE INDL PPTYS INC$260,0650.04%4,808CommonSOLE
464287457SHYISHARES TR$253,6500.03%3,066CommonSOLE
464287309IVWISHARES TR$245,0710.03%2,640CommonSOLE
191216100KOCOCA COLA CO$244,0180.03%3,407CommonSOLE
464287630IWNISHARES TR$236,4770.03%1,566CommonSOLE
88025U109TXG10X GENOMICS INC$224,6230.03%25,730CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$224,5950.03%421CommonSOLE
09290C103DYNFBLACKROCK ETF TRUST$209,8140.03%4,303CommonSOLE
69346N107PDXPIMCO DYNAMIC INCOME STRATEG$202,3690.03%8,246CommonSOLE
437076102HDHOME DEPOT INC$202,3650.03%552CommonSOLE
464288877EFVISHARES TR$200,3370.03%3,399CommonSOLE
29280W109NRGVENERGY VAULT HOLDINGS INC$23,6020.00%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.