MondegarAI
Cynosure Group, LLC

Q2 2025 · 13F-HR

Cynosure Group, LLCholdings as filed

Filed 2025-08-12 · accession 0001172661-25-003073

$882.8M
Reported value
377
Positions
2025-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46436E718SGOVISHARES TR$119.4M13.5%1,185,882CommonSOLE
464288679SHVISHARES TR$61.8M7.00%559,842CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$60.6M6.86%98,036CommonSOLE
464287614IWFISHARES TR$55.3M6.26%130,208CommonSOLE
922908363VOOVANGUARD INDEX FDS$32.6M3.69%57,392CommonSOLE
464287200IVVISHARES TR$27.8M3.15%44,817CommonSOLE
92206C680VONGVANGUARD SCOTTSDALE FDS$27.8M3.15%254,256CommonSOLE
46090E103QQQINVESCO QQQ TR$23.0M2.61%41,705CommonSOLE
46434V878ICSHISHARES TR$22.7M2.57%447,247CommonSOLE
464287150ITOTISHARES TR$20.3M2.30%150,532CommonSOLE
78464A508SPYVSPDR SERIES TRUST$19.4M2.20%370,454CommonSOLE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$19.3M2.19%380,737CommonSOLE
369604301GEGE AEROSPACE$16.0M1.81%62,027CommonSOLE
907818108UNPUNION PAC CORP$14.8M1.68%64,310CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$14.7M1.67%49,997CommonSOLE
78463V107GLDSPDR GOLD TR$14.3M1.62%46,945CommonSOLE
464287226AGGISHARES TR$11.9M1.35%120,016CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$10.8M1.22%30,814CommonSOLE
922908751VBVANGUARD INDEX FDS$10.6M1.20%44,743CommonSOLE
46432F339QUALISHARES TR$8.5M0.96%46,490CommonSOLE
36828A101GEVGE VERNOVA INC$7.0M0.79%13,166CommonSOLE
98138H101WDAYWORKDAY INC$5.9M0.67%24,471CommonSOLE
47103U845JAAAJANUS DETROIT STR TR$5.0M0.57%98,714CommonSOLE
78467V608SRLNSSGA ACTIVE ETF TR$4.9M0.56%118,967CommonSOLE
49845K101KVYOKLAVIYO INC$4.8M0.54%141,884CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$4.6M0.52%187,049CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$4.6M0.52%15,707CommonSOLE
594918104MSFTMICROSOFT CORP$4.5M0.51%9,110CommonSOLE
922908769VTIVANGUARD INDEX FDS$4.1M0.47%13,611CommonSOLE
949746101WMT2WELLS FARGO CO NEW$4.1M0.46%51,198CommonSOLE
149123101CATCATERPILLAR INC$3.9M0.44%9,966CommonSOLE
46435G342REMISHARES TR$3.5M0.39%161,494CommonSOLE
46429B697USMVISHARES TR$3.4M0.39%36,320CommonSOLE
46432F842IEFAISHARES TR$3.4M0.38%40,380CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$3.1M0.35%7,634CommonSOLE
171484108CHDNCHURCHILL DOWNS INC$2.9M0.32%28,379CommonSOLE
98980F104GTMZOOMINFO TECHNOLOGIES INC$2.8M0.32%280,843CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$2.8M0.32%9,098CommonSOLE
92826C839VVISA INC$2.7M0.30%7,575CommonSOLE
67066G104NVDANVIDIA CORPORATION$2.7M0.30%16,847CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$2.6M0.30%10,853CommonSOLE
92189F411BIZDVANECK ETF TRUST$2.5M0.29%156,439CommonSOLE
023135106AMZNAMAZON COM INC$2.3M0.27%10,683CommonSOLE
77664L207ROOTROOT INC$2.2M0.25%17,389CommonSOLE
615369105MCOMOODYS CORP$2.2M0.25%4,431CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$2.2M0.25%13,557CommonSOLE
921909768VXUSVANGUARD STAR FDS$2.2M0.25%32,126CommonSOLE
770700102HOODROBINHOOD MKTS INC$2.1M0.24%22,326CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$2.0M0.23%1,927CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$1.9M0.22%33,775CommonSOLE
037833100AAPLAPPLE INC$1.8M0.21%8,884CommonSOLE
366651107ITGARTNER INC$1.8M0.20%4,464CommonSOLE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$1.8M0.20%6,585CommonSOLE
217204106CPRTCOPART INC$1.8M0.20%35,932CommonSOLE
808524607SCHASCHWAB STRATEGIC TR$1.7M0.20%68,651CommonSOLE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$1.7M0.19%20,079CommonSOLE
64110L106NFLXNETFLIX INC$1.7M0.19%1,265CommonSOLE
532457108LLYELI LILLY & CO$1.6M0.18%2,034CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$1.6M0.18%71,193CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$1.5M0.17%20,645CommonSOLE
464289859AOAISHARES TR$1.5M0.17%18,228CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$1.5M0.16%1,238CommonSOLE
775711104ROLROLLINS INC$1.4M0.16%25,499CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$1.4M0.16%14,772CommonSOLE
655663102NDSNNORDSON CORP$1.4M0.16%6,518CommonSOLE
464287507IJHISHARES TR$1.3M0.15%21,535CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$1.3M0.15%7,425CommonSOLE
42809H107HESHESS CORP$1.3M0.14%9,176CommonSOLE
02079K305GOOGLALPHABET INC$1.3M0.14%7,188CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$1.2M0.14%637CommonSOLE
833445109SNOWSNOWFLAKE INC$1.2M0.14%5,513CommonSOLE
46137V118PSPINVESCO EXCHANGE TRADED FD T$1.2M0.14%17,419CommonSOLE
743315103PGRPROGRESSIVE CORP$1.2M0.13%4,340CommonSOLE
82982L103SITESITEONE LANDSCAPE SUPPLY INC$1.1M0.13%9,340CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$1.1M0.12%40,209CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$1.0M0.11%11,066CommonSOLE
249906108DSGXDESCARTES SYS GROUP INC$1.0M0.11%9,880CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$982,2020.11%33,626CommonSOLE
92840M102VSTVISTRA CORP$968,7390.11%4,998CommonSOLE
87256C101TKOTKO GROUP HOLDINGS INC$957,4210.11%5,262CommonSOLE
199908104FIXCOMFORT SYS USA INC$953,3810.11%1,778CommonSOLE
443201108HWMHOWMET AEROSPACE INC$942,0040.11%5,061CommonSOLE
29357K103ENVAENOVA INTL INC$941,1170.11%8,439CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$938,6720.11%2,307CommonSOLE
74762E102QUREQUANTA SVCS INC$915,3320.10%2,421CommonSOLE
53263P105LMBLIMBACH HLDGS INC$911,7710.10%6,508CommonSOLE
859241101STRLSTERLING INFRASTRUCTURE INC$907,2300.10%3,932CommonSOLE
G29183103ETNEATON CORP PLC$898,5440.10%2,517CommonSOLE
46138J783BSCRINVESCO EXCH TRD SLF IDX FD$898,3780.10%45,719CommonSOLE
464287291IXNISHARES TR$887,4800.10%9,611CommonSOLE
78409V104SPGIS&P GLOBAL INC$882,6570.10%1,674CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$882,4300.10%4,461CommonSOLE
18915M107NETCLOUDFLARE INC$880,0600.10%4,494CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$873,2660.10%6,406CommonSOLE
398905109GPIGROUP 1 AUTOMOTIVE INC$868,1800.10%1,988CommonSOLE
46138J643BSCSINVESCO EXCH TRD SLF IDX FD$856,3590.10%41,794CommonSOLE
254067101DDSDILLARDS INC$856,1340.10%2,049CommonSOLE
46138J791BSCQINVESCO EXCH TRD SLF IDX FD$854,0200.10%43,751CommonSOLE
Y2106R110LPGDORIAN LPG LTD$853,3000.10%35,000CommonSOLE
398182303AHRAMERICAN HEALTHCARE REIT INC$852,4410.10%23,202CommonSOLE
830940102SKWDSKYWARD SPECIALTY INS GROUP$849,5130.10%14,700CommonSOLE
674215207CHRDCHORD ENERGY CORPORATION$846,1780.10%8,737CommonSOLE
05464C101AXONAXON ENTERPRISE INC$845,3270.10%1,021CommonSOLE
911922102USLMUNITED STS LIME & MINERALS I$843,1100.10%8,448CommonSOLE
81762P102NOWSERVICENOW INC$839,9420.10%817CommonSOLE
303250104FICOFAIR ISAAC CORP$839,0340.10%459CommonSOLE
04016X101ARGXARGENX SE$836,2000.09%1,517CommonSOLE
056525108BMIBADGER METER INC$831,6050.09%3,395CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$829,7860.09%5,040CommonSOLE
808524508SCHMSCHWAB STRATEGIC TR$827,3840.09%29,497CommonSOLE
000360206AAONAAON INC$824,4510.09%11,179CommonSOLE
29358P101ENSGENSIGN GROUP INC$822,3600.09%5,331CommonSOLE
05464T104AXSMAXSOME THERAPEUTICS INC$818,8350.09%7,844CommonSOLE
74164M108PRIPRIMERICA INC$816,3580.09%2,983CommonSOLE
501147102KRYSKRYSTAL BIOTECH INC$813,4880.09%5,918CommonSOLE
15118V207CELHCELSIUS HLDGS INC$812,1500.09%17,507CommonSOLE
902673102UFPTUFP TECHNOLOGIES INC$803,2860.09%3,290CommonSOLE
30303M102METAMETA PLATFORMS INC$800,0900.09%1,084CommonSOLE
49714P108KNSLKINSALE CAP GROUP INC$793,1120.09%1,639CommonSOLE
893529107TRNSTRANSCAT INC$786,1900.09%9,146CommonSOLE
70932M107PFSIPENNYMAC FINL SVCS INC NEW$773,9040.09%7,767CommonSOLE
861896108SNEXSTONEX GROUP INC$766,9440.09%8,415CommonSOLE
59100U108CASHPATHWARD FINANCIAL INC$764,0620.09%9,657CommonSOLE
78709Y105SAIASAIA INC$761,6920.09%2,780CommonSOLE
514952100LBLANDBRIDGE COMPANY LLC$748,1110.08%11,070CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$743,6390.08%2,323CommonSOLE
10240L102BOWBOWHEAD SPECIALTY HLDGS INC$728,0820.08%19,400CommonSOLE
30214U102EXPOEXPONENT INC$721,6240.08%9,659CommonSOLE
G87264100TGLSTECNOGLASS INC$716,3540.08%9,260CommonSOLE
626755102MUSAMURPHY USA INC$704,9850.08%1,733CommonSOLE
124805102CBZCBIZ INC$697,6670.08%9,729CommonSOLE
68389X105ORCLORACLE CORP$697,2110.08%3,189CommonSOLE
126402106CSWCSW INDUSTRIALS INC$694,4160.08%2,421CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$685,8280.08%6,654CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$672,5450.08%3,286CommonSOLE
15101Q207CLSCELESTICA INC$664,0920.08%4,254CommonSOLE
464287499IWRISHARES TR$656,3400.07%7,136CommonSOLE
11135F101AVGOBROADCOM INC$637,5790.07%2,313CommonSOLE
882508104TXNTEXAS INSTRS INC$623,8980.07%3,005CommonSOLE
58733R102MELIMERCADOLIBRE INC$614,8250.07%235CommonSOLE
88160R101TSLATESLA INC$593,2560.07%1,868CommonSOLE
29355A107ENPHENPHASE ENERGY INC$566,7170.06%14,293CommonSOLE
46434G103IEMGISHARES INC$558,6690.06%9,307CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$550,8490.06%3,882CommonSOLE
009066101ABNBAIRBNB INC$550,6670.06%4,161CommonSOLE
679295105OKTAOKTA INC$549,6350.06%5,498CommonSOLE
461202103INTUINTUIT$545,0400.06%692CommonSOLE
144285103CRSCARPENTER TECHNOLOGY CORP$542,8100.06%1,964CommonSOLE
040413205ANETARISTA NETWORKS INC$538,9690.06%5,268CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$538,3990.06%93CommonSOLE
29084Q100EMEEMCOR GROUP INC$537,0300.06%1,004CommonSOLE
464288240ACWXISHARES TR$535,9060.06%8,794CommonSOLE
224408104CRCRANE COMPANY$530,3630.06%2,793CommonSOLE
464287465EFAISHARES TR$523,9450.06%5,861CommonSOLE
466313103JBLJABIL INC$523,0040.06%2,398CommonSOLE
87162W100SNXTD SYNNEX CORPORATION$514,3030.06%3,790CommonSOLE
422806109HEIHEICO CORP NEW$512,9920.06%1,564CommonSOLE
042068205ARMARM HOLDINGS PLC$510,4510.06%3,156CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$504,6220.06%898CommonSOLE
903731107ULSUL SOLUTIONS INC$502,7340.06%6,900CommonSOLE
46137V548PIDINVESCO EXCHANGE TRADED FD T$502,7220.06%24,523CommonSOLE
56585A102MPCMARATHON PETE CORP$501,6520.06%3,020CommonSOLE
78473E103SPXCSPX TECHNOLOGIES INC$500,8600.06%2,987CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$500,4100.06%505CommonSOLE
G54950103LINLINDE PLC$498,7380.06%1,063CommonSOLE
698884103PARPAR TECHNOLOGY CORP$498,1460.06%7,181CommonSOLE
09290D101BLKBLACKROCK INC$496,2960.06%473CommonSOLE
739128106POWLPOWELL INDS INC$494,3470.06%2,349CommonSOLE
05969A105TBBKBANCORP INC DEL$492,5630.06%8,646CommonSOLE
125269100CFCF INDS HLDGS INC$490,6360.06%5,333CommonSOLE
88033G407THCTENET HEALTHCARE CORP$487,6960.06%2,771CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$487,1100.06%9,939CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$486,7220.06%3,970CommonSOLE
72407810062CPIPER SANDLER COMPANIES$486,1170.06%1,749CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$485,6360.06%664CommonSOLE
34959E109FTNTFORTINET INC$484,7270.05%4,585CommonSOLE
88642R109TDWTIDEWATER INC NEW$484,2270.05%10,497CommonSOLE
651587107NEUNEWMARKET CORP$482,9110.05%699CommonSOLE
46284V101IRMIRON MTN INC DEL$481,9760.05%4,699CommonSOLE
67103X102OFGOFG BANCORP$481,1150.05%11,241CommonSOLE
631103108NDAQNASDAQ INC$477,1450.05%5,336CommonSOLE
077347201BELFABEL FUSE INC$476,3850.05%5,302CommonSOLE
420261109HWKNHAWKINS INC$474,7560.05%3,341CommonSOLE
005098108GOLFACUSHNET HLDGS CORP$471,9460.05%6,481CommonSOLE
50212V100LPLALPL FINL HLDGS INC$471,3370.05%1,257CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$468,1710.05%3,300CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$467,6020.05%2,285CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$465,0700.05%5,160CommonSOLE
91913Y100VLOVALERO ENERGY CORP$463,6150.05%3,449CommonSOLE
98978V103ZTSZOETIS INC$461,7680.05%2,961CommonSOLE
464287515IGVISHARES TR$459,9000.05%4,200CommonSOLE
127190304CACICACI INTL INC$459,5390.05%964CommonSOLE
548661107LOWLOWES COS INC$458,8280.05%2,068CommonSOLE
441593100HLIHOULIHAN LOKEY INC$457,7930.05%2,544CommonSOLE
147528103CASYCASEYS GEN STORES INC$457,7120.05%897CommonSOLE
760759100RSGREPUBLIC SVCS INC$456,9680.05%1,853CommonSOLE
670346105NUENUCOR CORP$456,4990.05%3,524CommonSOLE
58933Y105MRKMERCK & CO INC$455,8820.05%5,759CommonSOLE
98980G102ZSZSCALER INC$455,2130.05%1,450CommonSOLE
Y41053102INSWINTERNATIONAL SEAWAYS INC$454,7600.05%12,466CommonSOLE
09260D107BXBLACKSTONE INC$454,4240.05%3,038CommonSOLE
67000B104NOVTNOVANTA INC$454,3490.05%3,524CommonSOLE
44951W106IESCIES HLDGS INC$453,8240.05%1,532CommonSOLE
00187Y100APGAPI GROUP CORP$453,6810.05%8,887CommonSOLE
81141R100SESEA LTD$452,9500.05%2,832CommonSOLE
235851102DHRDANAHER CORPORATION$452,7620.05%2,292CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$452,5560.05%8,576CommonSOLE
318672706FBPFIRST BANCORP P R$452,3030.05%21,714CommonSOLE
G48833118WFRDWEATHERFORD INTL PLC$451,5320.05%8,975CommonSOLE
872540109TJXTJX COS INC NEW$449,8740.05%3,643CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$449,2560.05%8,001CommonSOLE
012653101ALBALBEMARLE CORP$449,0310.05%7,165CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$448,4310.05%2,051CommonSOLE
70959W103PAGPENSKE AUTOMOTIVE GRP INC$446,3620.05%2,598CommonSOLE
759509102RSRELIANCE INC$445,1100.05%1,418CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$444,1620.05%2,370CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$442,4060.05%2,558CommonSOLE
N3167Y103RACEFERRARI N V$442,1570.05%901CommonSOLE
89055F103BLDTOPBUILD CORP$439,9630.05%1,359CommonSOLE
893641100TDGTRANSDIGM GROUP INC$437,9440.05%288CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$437,2420.05%2,008CommonSOLE
630402105NSSCNAPCO SEC TECHNOLOGIES INC$437,0070.05%14,719CommonSOLE
971378104WSCWILLSCOT HLDGS CORP$436,3180.05%15,924CommonSOLE
88162G103TTEKTETRA TECH INC NEW$436,2670.05%12,132CommonSOLE
26856L103ELFE L F BEAUTY INC$435,9130.05%3,503CommonSOLE
745867101PHMPULTE GROUP INC$435,8660.05%4,133CommonSOLE
392709101GRBKGREEN BRICK PARTNERS INC$434,5010.05%6,910CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$433,9110.05%992CommonSOLE
559663109MGYMAGNOLIA OIL & GAS CORP$432,5600.05%19,242CommonSOLE
607828100MODMODINE MFG CO$432,4150.05%4,390CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$432,0260.05%1,402CommonSOLE
482480100KLACKLA CORP$431,7470.05%482CommonSOLE
00847J105AGYSAGILYSYS INC$431,2760.05%3,762CommonSOLE
244199105DEDEERE & CO$431,1990.05%848CommonSOLE
313148306AGMFEDERAL AGRIC MTG CORP$429,3590.05%2,210CommonSOLE
969904101WSMWILLIAMS SONOMA INC$429,3360.05%2,628CommonSOLE
12618T105CRAICRA INTL INC$429,2650.05%2,291CommonSOLE
Y2065G121DHTDHT HOLDINGS INC$427,8710.05%39,581CommonSOLE
913915104UTIUNIVERSAL TECHNICAL INST INC$427,7260.05%12,621CommonSOLE
21044C107ROADCONSTRUCTION PARTNERS INC$427,2460.05%4,020CommonSOLE
86333M108LRNSTRIDE INC$426,8590.05%2,940CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$426,1520.05%3,652CommonSOLE
759916109RGENREPLIGEN CORP$425,5040.05%3,421CommonSOLE
G8473T100STESTERIS PLC$425,1890.05%1,770CommonSOLE
858119100STLDSTEEL DYNAMICS INC$424,6090.05%3,317CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$424,4300.05%1,315CommonSOLE
464287655IWMISHARES TR$424,0820.05%1,965CommonSOLE
624756102MLIMUELLER INDS INC$422,8600.05%5,321CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$420,7940.05%2,854CommonSOLE
313855108FSSFEDERAL SIGNAL CORP$420,0400.05%3,947CommonSOLE
50155Q100KDKYNDRYL HLDGS INC$419,5160.05%9,998CommonSOLE
16411R208LNGCHENIERE ENERGY INC$419,0980.05%1,721CommonSOLE
40412C101HCAHCA HEALTHCARE INC$418,3450.05%1,092CommonSOLE
043436104ABGASBURY AUTOMOTIVE GROUP INC$417,9220.05%1,752CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$417,3600.05%704CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$416,8140.05%1,905CommonSOLE
277276101EGPEASTGROUP PPTYS INC$415,6270.05%2,487CommonSOLE
00287Y109ABBVABBVIE INC$415,2320.05%2,237CommonSOLE
62945V109NVEEUSDNV5 GLOBAL INC$414,6960.05%17,960CommonSOLE
946784105WAYWAYSTAR HLDG CORP$412,7870.05%10,100CommonSOLE
G3323L100FNFABRINET$410,1950.05%1,392CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$410,1320.05%2,527CommonSOLE
35953C106FIPFTAI INFRASTRUCTURE INC$410,1180.05%3,565CommonSOLE
M20791105CAMTCAMTEK LTD$409,5240.05%4,843CommonSOLE
252131107DXCMDEXCOM INC$409,3900.05%4,690CommonSOLE
60937P106MDBMONGODB INC$409,2710.05%1,949CommonSOLE
03209R103AMPHAMPHASTAR PHARMACEUTICALS IN$409,1470.05%17,820CommonSOLE
00108J109ACMRACM RESH INC$409,1420.05%15,797CommonSOLE
40051E202ASRGRUPO AEROPORTUARIO DEL SURE$409,1100.05%1,283CommonSOLE
525558201LMATLEMAITRE VASCULAR INC$409,1040.05%4,926CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$408,6940.05%918CommonSOLE
516544103LNTHLANTHEUS HLDGS INC$408,4000.05%4,989CommonSOLE
632307104NTRANATERA INC$408,3280.05%2,417CommonSOLE
04956D107ATMUATMUS FILTRATION TECHNOLOGIE$408,1230.05%11,206CommonSOLE
30231G102XOMEXXON MOBIL CORP$408,0230.05%3,785CommonSOLE
759530108RELXRELX PLC$407,5500.05%7,500CommonSOLE
98379L100XPELXPEL INC$407,5370.05%11,352CommonSOLE
453204109PIIMPINJ INC$407,5160.05%3,669CommonSOLE
14888U101CPRXCATALYST PHARMACEUTICALS INC$407,4610.05%18,777CommonSOLE
829073105SSDSIMPSON MFG INC$407,2230.05%2,622CommonSOLE
946760105CLMBCLIMB GLOBAL SOLUTIONS INC$407,0060.05%3,807CommonSOLE
830566105SKAASKECHERS U S A INC$406,8060.05%6,447CommonSOLE
78463M107SPSCSPS COMM INC$406,6370.05%2,988CommonSOLE
92346J108VCELVERICEL CORP$405,3740.05%9,527CommonSOLE
398433102GFFGRIFFON CORP$405,0550.05%5,597CommonSOLE
053611109AVYAVERY DENNISON CORP$404,9850.05%2,308CommonSOLE
58155Q103MCKMCKESSON CORP$404,4950.05%552CommonSOLE
50012A108KGSKODIAK GAS SVCS INC$404,3860.05%11,800CommonSOLE
311900104FASTFASTENAL CO$404,2080.05%9,624CommonSOLE
125141101CECOCECO ENVIRONMENTAL CORP$402,7380.05%14,226CommonSOLE
006739106ADUSADDUS HOMECARE CORP$402,5890.05%3,495CommonSOLE
457030104IMKTAINGLES MKTS INC$402,4000.05%6,349CommonSOLE
084423102WRBBERKLEY W R CORP$401,8070.05%5,469CommonSOLE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$401,4410.05%1,727CommonSOLE
526107107LIILENNOX INTL INC$401,2680.05%700CommonSOLE
12514G108CDWCDW CORP$400,9350.05%2,245CommonSOLE
983793100XPOXPO INC$399,4550.05%3,163CommonSOLE
45765U103NSITINSIGHT ENTERPRISES INC$399,3420.05%2,892CommonSOLE
120076104BBWBUILD-A-BEAR WORKSHOP INC$398,8680.05%7,736CommonSOLE
88146M101TRNOTERRENO RLTY CORP$397,9850.05%7,098CommonSOLE
86627T108SMMTSUMMIT THERAPEUTICS INC$396,0000.04%18,609CommonSOLE
55354G100MSCIMSCI INC$395,0670.04%685CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$394,4440.04%6,297CommonSOLE
25754A201DPZDOMINOS PIZZA INC$394,2750.04%875CommonSOLE
115236101BROBROWN & BROWN INC$394,2540.04%3,556CommonSOLE
407497106HLNEHAMILTON LANE INC$393,6720.04%2,770CommonSOLE
87612G101TRGPTARGA RES CORP$393,4210.04%2,260CommonSOLE
546347105LPXLOUISIANA PAC CORP$393,3180.04%4,574CommonSOLE
57686G105MATXMATSON INC$392,2860.04%3,523CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$392,1540.04%3,766CommonSOLE
872590104TMUST-MOBILE US INC$390,7460.04%1,640CommonSOLE
184496107CLHCLEAN HARBORS INC$390,4630.04%1,689CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$390,1260.04%1,265CommonSOLE
783754104RYZRYERSON HLDG CORP$387,9790.04%17,987CommonSOLE
142339100CSLCARLISLE COS INC$387,9630.04%1,039CommonSOLE
23331A109DHID R HORTON INC$387,7910.04%3,008CommonSOLE
922908637VVVANGUARD INDEX FDS$384,2550.04%1,347CommonSOLE
00181T107GOLDA-MARK PRECIOUS METALS INC$383,7140.04%17,300CommonSOLE
65339F101NEENEXTERA ENERGY INC$383,4070.04%5,523CommonSOLE
93627C101HCCWARRIOR MET COAL INC$382,2220.04%8,340CommonSOLE
447462102HURNHURON CONSULTING GROUP INC$379,7480.04%2,761CommonSOLE
191098102COKECOCA COLA CONS INC$378,4940.04%3,390CommonSOLE
689648103OTTROTTER TAIL CORP$378,1260.04%4,905CommonSOLE
73278L105POOLPOOL CORP$378,0500.04%1,297CommonSOLE
70975L107PENPENUMBRA INC$376,9900.04%1,469CommonSOLE
458334109IPARINTERPARFUMS INC$376,3340.04%2,866CommonSOLE
020764106AMRALPHA METALLURGICAL RESOUR I$375,4580.04%3,338CommonSOLE
974250102WINAWINMARK CORP$374,2120.04%991CommonSOLE
218937100CNRCORE NATURAL RESOURCES INC$370,7380.04%5,316CommonSOLE
172908105CTASCINTAS CORP$370,1870.04%1,661CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$367,8190.04%736CommonSOLE
800422107JBSSSANFILIPPO JOHN B & SON INC$367,8040.04%5,816CommonSOLE
G0403H108AONAON PLC$366,7500.04%1,028CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$366,5380.04%11,820CommonSOLE
07831C103BRBRBELLRING BRANDS INC$365,3070.04%6,306CommonSOLE
03831W108APPAPPLOVIN CORP$365,1330.04%1,043CommonSOLE
92645B103VCTRVICTORY CAP HLDGS INC$364,5110.04%5,725CommonSOLE
384802104GWWGRAINGER W W INC$364,0840.04%350CommonSOLE
053332102AZOAUTOZONE INC$363,7990.04%98CommonSOLE
749607107RLIRLI CORP$363,4830.04%5,033CommonSOLE
09739D100BCCBOISE CASCADE CO DEL$362,9940.04%4,181CommonSOLE
942622200WSOWATSCO INC$359,4780.04%814CommonSOLE
099406100BOOTBOOT BARN HLDGS INC$358,2640.04%2,357CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$356,1540.04%769CommonSOLE
670100205NVONOVO-NORDISK A S$351,5880.04%5,094CommonSOLE
147448104CWSTCASELLA WASTE SYS INC$346,1400.04%3,000CommonSOLE
358039105FRPTFRESHPET INC$346,1200.04%5,093CommonSOLE
227046109CROXCROCS INC$343,0350.04%3,387CommonSOLE
23282W605CYTKCYTOKINETICS INC$342,6910.04%10,372CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$340,9590.04%2,451CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$338,4700.04%805CommonSOLE
94106L109WMWASTE MGMT INC DEL$338,4250.04%1,479CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$337,7960.04%3,710CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$336,5510.04%10,180CommonSOLE
036752103ELVELEVANCE HEALTH INC$332,9500.04%856CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$331,2650.04%1,112CommonSOLE
26603R106DUOLDUOLINGO INC$330,8860.04%807CommonSOLE
82900L102SMPLSIMPLY GOOD FOODS CO$327,5250.04%10,368CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$327,2850.04%1,095CommonSOLE
221006109CRVLCORVEL CORP$326,4290.04%3,176CommonSOLE
302941109FCNFTI CONSULTING INC$324,7770.04%2,011CommonSOLE
29530P102ERIEERIE INDTY CO$322,8610.04%931CommonSOLE
16359R103CHECHEMED CORP NEW$322,8350.04%663CommonSOLE
165303108CPKCHESAPEAKE UTILS CORP$321,1080.04%2,671CommonSOLE
464287309IVWISHARES TR$313,1240.04%2,844CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$307,4930.03%6,217CommonSOLE
88025U109TXG10X GENOMICS INC$298,2310.03%25,754CommonSOLE
09290C103DYNFBLACKROCK ETF TRUST$254,9270.03%4,681CommonSOLE
464287457SHYISHARES TR$254,0490.03%3,066CommonSOLE
191216100KOCOCA COLA CO$245,3420.03%3,468CommonSOLE
464288877EFVISHARES TR$239,5110.03%3,773CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$238,4880.03%421CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$233,3880.03%3,472CommonSOLE
389930207BTCGRAYSCALE BITCOIN MINI TR ET$209,6230.02%4,390CommonSOLE
69346N107PDXPIMCO DYNAMIC INCOME STRATEG$206,7850.02%8,389CommonSOLE
922908629VOVANGUARD INDEX FDS$205,9340.02%736CommonSOLE
29280W109NRGVENERGY VAULT HOLDINGS INC$24,3280.00%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.