MondegarAI
Cynosure Group, LLC

Q3 2025 · 13F-HR

Cynosure Group, LLCholdings as filed

Filed 2025-10-22 · accession 0001172661-25-004367

$913.2M
Reported value
370
Positions
2025-09-30
Period end
View analyzed profile →PRO

The Brief · Cynosure Group, LLC · Q3 2025

AI · grounded in 13F

Cynosure Group, LLC established a new position in SGOV valued at $127M. The fund also initiated new stakes in SPY for $65.7M and SHV for $61.8M. Additional new positions include IWF at $59.7M, VOO at $39.9M, and VONG at $30.8M. The fund manages a total of 370 positions with $913.2M in assets under management.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46436E718SGOVISHARES TR$127.0M13.9%1,261,219CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$65.7M7.19%98,568CommonSOLE
464288679SHVISHARES TR$61.8M6.76%558,882CommonSOLE
464287614IWFISHARES TR$59.7M6.53%127,354CommonSOLE
922908363VOOVANGUARD INDEX FDS$39.9M4.36%65,084CommonSOLE
92206C680VONGVANGUARD SCOTTSDALE FDS$30.8M3.37%255,338CommonSOLE
46090E103QQQINVESCO QQQ TR$27.3M2.99%45,417CommonSOLE
464287200IVVISHARES TR$26.5M2.90%39,599CommonSOLE
46434V878ICSHISHARES TR$22.3M2.44%438,824CommonSOLE
78464A508SPYVSPDR SERIES TRUST$20.8M2.28%375,486CommonSOLE
464287150ITOTISHARES TR$19.9M2.18%136,369CommonSOLE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$18.4M2.01%362,335CommonSOLE
78463V107GLDSPDR GOLD TR$16.7M1.83%46,945CommonSOLE
369604301GEGE AEROSPACE$16.4M1.79%54,428CommonSOLE
907818108UNPUNION PAC CORP$15.2M1.66%64,315CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$14.1M1.54%49,993CommonSOLE
464287226AGGISHARES TR$13.1M1.43%130,301CommonSOLE
922908751VBVANGUARD INDEX FDS$12.2M1.33%47,926CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$10.4M1.14%30,813CommonSOLE
47103U845JAAAJANUS DETROIT STR TR$9.6M1.06%189,981CommonSOLE
46432F339QUALISHARES TR$9.1M0.99%46,537CommonSOLE
594918104MSFTMICROSOFT CORP$8.9M0.98%17,233CommonSOLE
36828A101GEVGE VERNOVA INC$8.1M0.89%13,166CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$7.2M0.79%272,968CommonSOLE
98138H101WDAYWORKDAY INC$6.0M0.66%25,095CommonSOLE
78467V608SRLNSSGA ACTIVE ETF TR$5.4M0.59%129,326CommonSOLE
922908769VTIVANGUARD INDEX FDS$4.4M0.48%13,278CommonSOLE
949746101WMT2WELLS FARGO CO NEW$4.3M0.47%51,198CommonSOLE
023135106AMZNAMAZON COM INC$4.2M0.45%18,903CommonSOLE
46429B697USMVISHARES TR$4.0M0.44%42,424CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$4.0M0.44%12,702CommonSOLE
49845K101KVYOKLAVIYO INC$3.9M0.43%141,884CommonSOLE
921909768VXUSVANGUARD STAR FDS$3.9M0.42%52,510CommonSOLE
46432F842IEFAISHARES TR$3.5M0.39%40,380CommonSOLE
770700102HOODROBINHOOD MKTS INC$3.2M0.35%22,326CommonSOLE
98980F104GTMZOOMINFO TECHNOLOGIES INC$3.1M0.34%280,843CommonSOLE
46435G342REMISHARES TR$3.0M0.32%134,969CommonSOLE
808524607SCHASCHWAB STRATEGIC TR$2.9M0.32%104,950CommonSOLE
149123101CATCATERPILLAR INC$2.9M0.32%6,073CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$2.9M0.31%4,100CommonSOLE
92189F411BIZDVANECK ETF TRUST$2.6M0.28%173,159CommonSOLE
67066G104NVDANVIDIA CORPORATION$2.6M0.28%13,750CommonSOLE
037833100AAPLAPPLE INC$2.2M0.25%8,789CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$2.1M0.23%35,044CommonSOLE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$1.8M0.20%20,079CommonSOLE
02079K305GOOGLALPHABET INC$1.7M0.19%7,189CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$1.7M0.18%71,193CommonSOLE
464289859AOAISHARES TR$1.6M0.18%18,228CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$1.6M0.17%49,816CommonSOLE
77664L207ROOTROOT INC$1.6M0.17%17,389CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$1.6M0.17%20,645CommonSOLE
64110L106NFLXNETFLIX INC$1.5M0.16%1,250CommonSOLE
808524508SCHMSCHWAB STRATEGIC TR$1.5M0.16%50,054CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$1.4M0.16%19,326CommonSOLE
46137V118PSPINVESCO EXCHANGE TRADED FD T$1.3M0.15%19,403CommonSOLE
92826C839VVISA INC$1.3M0.14%3,784CommonSOLE
254067101DDSDILLARDS INC$1.3M0.14%2,049CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$1.3M0.14%14,876CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$1.3M0.14%5,252CommonSOLE
833445109SNOWSNOWFLAKE INC$1.2M0.14%5,511CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$1.2M0.13%6,621CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.1M0.12%2,341CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$1.1M0.12%2,307CommonSOLE
911922102USLMUNITED STS LIME & MINERALS I$1.1M0.12%8,448CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$1.1M0.12%40,266CommonSOLE
743315103PGRPROGRESSIVE CORP$1.1M0.12%4,340CommonSOLE
87256C101TKOTKO GROUP HOLDINGS INC$1.1M0.12%5,262CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$1.1M0.12%11,090CommonSOLE
501147102KRYSKRYSTAL BIOTECH INC$1.0M0.11%5,918CommonSOLE
000360206AAONAAON INC$1.0M0.11%11,179CommonSOLE
532457108LLYELI LILLY & CO$1.0M0.11%1,361CommonSOLE
443201108HWMHOWMET AEROSPACE INC$993,1200.11%5,061CommonSOLE
464287291IXNISHARES TR$991,9510.11%9,611CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$991,3240.11%4,461CommonSOLE
398182303AHRAMERICAN HEALTHCARE REIT INC$974,7160.11%23,202CommonSOLE
29357K103ENVAENOVA INTL INC$971,2450.11%8,439CommonSOLE
18915M107NETCLOUDFLARE INC$964,3680.11%4,494CommonSOLE
70932M107PFSIPENNYMAC FINL SVCS INC NEW$962,1760.11%7,767CommonSOLE
05464T104AXSMAXSOME THERAPEUTICS INC$952,6540.10%7,844CommonSOLE
G29183103ETNEATON CORP PLC$934,5020.10%2,497CommonSOLE
29358P101ENSGENSIGN GROUP INC$921,0370.10%5,331CommonSOLE
398905109GPIGROUP 1 AUTOMOTIVE INC$869,3320.10%1,987CommonSOLE
674215207CHRDCHORD ENERGY CORPORATION$868,1960.10%8,737CommonSOLE
46138J643BSCSINVESCO EXCH TRD SLF IDX FD$859,7030.09%41,794CommonSOLE
861896108SNEXSTONEX GROUP INC$848,8380.09%8,411CommonSOLE
78709Y105SAIASAIA INC$832,2210.09%2,780CommonSOLE
74164M108PRIPRIMERICA INC$827,7730.09%2,982CommonSOLE
30303M102METAMETA PLATFORMS INC$826,2130.09%1,125CommonSOLE
88160R101TSLATESLA INC$824,3260.09%1,854CommonSOLE
615369105MCOMOODYS CORP$819,5460.09%1,720CommonSOLE
217204106CPRTCOPART INC$797,4980.09%17,734CommonSOLE
46138J783BSCRINVESCO EXCH TRD SLF IDX FD$771,1140.08%39,123CommonSOLE
040413205ANETARISTA NETWORKS INC$767,6000.08%5,268CommonSOLE
11135F101AVGOBROADCOM INC$753,8440.08%2,285CommonSOLE
81762P102NOWSERVICENOW INC$751,8690.08%817CommonSOLE
03831W108APPAPPLOVIN CORP$749,4370.08%1,043CommonSOLE
464287507IJHISHARES TR$736,2840.08%11,282CommonSOLE
05464C101AXONAXON ENTERPRISE INC$732,7100.08%1,021CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$719,5260.08%2,323CommonSOLE
739128106POWLPOWELL INDS INC$715,9990.08%2,349CommonSOLE
59100U108CASHPATHWARD FINANCIAL INC$714,7150.08%9,657CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$709,0860.08%3,286CommonSOLE
830940102SKWDSKYWARD SPECIALTY INS GROUP$699,1320.08%14,700CommonSOLE
49714P108KNSLKINSALE CAP GROUP INC$697,0010.08%1,639CommonSOLE
464287499IWRISHARES TR$691,3280.08%7,161CommonSOLE
303250104FICOFAIR ISAAC CORP$686,9070.08%459CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$674,5160.07%6,654CommonSOLE
626755102MUSAMURPHY USA INC$672,4660.07%1,732CommonSOLE
30214U102EXPOEXPONENT INC$671,1070.07%9,659CommonSOLE
92206C706VGITVANGUARD SCOTTSDALE FDS$669,4550.07%11,152CommonSOLE
05969A105TBBKBANCORP INC DEL$647,4990.07%8,646CommonSOLE
630402105NSSCNAPCO SEC TECHNOLOGIES INC$632,1810.07%14,719CommonSOLE
607828100MODMODINE MFG CO$624,0820.07%4,390CommonSOLE
87162W100SNXTD SYNNEX CORPORATION$620,6130.07%3,790CommonSOLE
G87264100TGLSTECNOGLASS INC$619,5870.07%9,260CommonSOLE
00108J109ACMRACM RESH INC$618,1370.07%15,797CommonSOLE
G48833118WFRDWEATHERFORD INTL PLC$614,1590.07%8,975CommonSOLE
46434G103IEMGISHARES INC$613,4850.07%9,307CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$611,3050.07%664CommonSOLE
420261109HWKNHAWKINS INC$610,4680.07%3,341CommonSOLE
44951W106IESCIES HLDGS INC$609,2000.07%1,532CommonSOLE
921910816MGKVANGUARD WORLD FD$608,8610.07%1,513CommonSOLE
72407810062CPIPER SANDLER COMPANIES$606,8860.07%1,749CommonSOLE
366651107ITGARTNER INC$606,4420.07%2,307CommonSOLE
056525108BMIBADGER METER INC$606,2790.07%3,395CommonSOLE
60937P106MDBMONGODB INC$604,9310.07%1,949CommonSOLE
922908736VUGVANGUARD INDEX FDS$595,7020.07%1,242CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$595,3910.07%485CommonSOLE
G3730V105FTAIFTAI AVIATION LTD$594,8560.07%3,565CommonSOLE
82509L107SHOPSHOPIFY INC$594,4400.07%4,000CommonSOLE
04016X101ARGXARGENX SE$591,5230.06%802CommonSOLE
514952100LBLANDBRIDGE COMPANY LLC$590,5850.06%11,070CommonSOLE
775711104ROLROLLINS INC$587,5170.06%10,002CommonSOLE
126402106CSWCSW INDUSTRIALS INC$587,4550.06%2,420CommonSOLE
91913Y100VLOVALERO ENERGY CORP$587,2270.06%3,449CommonSOLE
56585A102MPCMARATHON PETE CORP$582,0750.06%3,020CommonSOLE
655663102NDSNNORDSON CORP$581,4460.06%2,562CommonSOLE
012653101ALBALBEMARLE CORP$580,9380.06%7,165CommonSOLE
651587107NEUNEWMARKET CORP$578,9190.06%699CommonSOLE
Y41053102INSWINTERNATIONAL SEAWAYS INC$574,4330.06%12,466CommonSOLE
464285204IAUISHARES GOLD TR$572,8460.06%7,872CommonSOLE
464288240ACWXISHARES TR$571,6980.06%8,794CommonSOLE
23282W605CYTKCYTOKINETICS INC$570,0450.06%10,372CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$562,8270.06%3,970CommonSOLE
88033G407THCTENET HEALTHCARE CORP$562,6240.06%2,771CommonSOLE
88642R109TDWTIDEWATER INC NEW$559,8050.06%10,497CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$556,3000.06%5,160CommonSOLE
882508104TXNTEXAS INSTRS INC$552,1090.06%3,005CommonSOLE
09290D101BLKBLACKROCK INC$551,4570.06%473CommonSOLE
58733R102MELIMERCADOLIBRE INC$549,7370.06%235CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$548,3520.06%5,040CommonSOLE
464287465EFAISHARES TR$548,0200.06%5,869CommonSOLE
020764106AMRALPHA METALLURGICAL RESOUR I$547,7320.06%3,338CommonSOLE
745867101PHMPULTE GROUP INC$546,0930.06%4,133CommonSOLE
37954Y293MLPXGLOBAL X FDS$541,5010.06%8,635CommonSOLE
624756102MLIMUELLER INDS INC$538,0060.06%5,321CommonSOLE
Y2106R110LPGDORIAN LPG LTD$535,8640.06%17,982CommonSOLE
74762E102QUREQUANTA SVCS INC$535,4310.06%1,292CommonSOLE
166764100CVXCHEVRON CORP NEW$532,4890.06%3,429CommonSOLE
89055F103BLDTOPBUILD CORP$531,1790.06%1,359CommonSOLE
93627C101HCCWARRIOR MET COAL INC$530,7580.06%8,340CommonSOLE
872540109TJXTJX COS INC NEW$526,5590.06%3,643CommonSOLE
10240L102BOWBOWHEAD SPECIALTY HLDGS INC$524,5760.06%19,400CommonSOLE
441593100HLIHOULIHAN LOKEY INC$522,3340.06%2,544CommonSOLE
46137V548PIDINVESCO EXCHANGE TRADED FD T$521,5380.06%24,523CommonSOLE
466313103JBLJABIL INC$520,7740.06%2,398CommonSOLE
482480100KLACKLA CORP$519,8850.06%482CommonSOLE
548661107LOWLOWES COS INC$519,7090.06%2,068CommonSOLE
09260D107BXBLACKSTONE INC$519,0420.06%3,038CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$515,8780.06%1,494CommonSOLE
124805102CBZCBIZ INC$515,2480.06%9,729CommonSOLE
224408104CRCRANE COMPANY$514,3030.06%2,793CommonSOLE
969904101WSMWILLIAMS SONOMA INC$513,6430.06%2,628CommonSOLE
946760105CLMBCLIMB GLOBAL SOLUTIONS INC$513,3360.06%3,807CommonSOLE
00287Y109ABBVABBVIE INC$511,0080.06%2,207CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$510,7920.06%898CommonSOLE
21044C107ROADCONSTRUCTION PARTNERS INC$510,5400.06%4,020CommonSOLE
392709101GRBKGREEN BRICK PARTNERS INC$510,3730.06%6,910CommonSOLE
23331A109DHID R HORTON INC$509,7650.06%3,008CommonSOLE
M20791105CAMTCAMTEK LTD$508,7570.06%4,843CommonSOLE
005098108GOLFACUSHNET HLDGS CORP$508,6940.06%6,481CommonSOLE
G3323L100FNFABRINET$507,5510.06%1,392CommonSOLE
147528103CASYCASEYS GEN STORES INC$506,5270.06%896CommonSOLE
81141R100SESEA LTD$506,1630.06%2,832CommonSOLE
29355A107ENPHENPHASE ENERGY INC$505,8290.06%14,293CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$505,8190.06%2,558CommonSOLE
009066101ABNBAIRBNB INC$505,2290.06%4,161CommonSOLE
04956D107ATMUATMUS FILTRATION TECHNOLOGIE$505,0080.06%11,200CommonSOLE
G54950103LINLINDE PLC$504,9250.06%1,063CommonSOLE
422806109HEIHEICO CORP NEW$504,8900.06%1,564CommonSOLE
120076104BBWBUILD-A-BEAR WORKSHOP INC$504,4650.06%7,736CommonSOLE
679295105OKTAOKTA INC$504,1670.06%5,498CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$502,7330.06%5,737CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$502,1320.05%93CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$499,7380.05%1,905CommonSOLE
974250102WINAWINMARK CORP$493,2900.05%991CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$492,4670.05%1,402CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$491,0950.05%526CommonSOLE
15118V207CELHCELSIUS HLDGS INC$489,0670.05%8,507CommonSOLE
903731107ULSUL SOLUTIONS INC$488,9340.05%6,900CommonSOLE
67103X102OFGOFG BANCORP$488,8710.05%11,241CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$487,7170.05%8,576CommonSOLE
58933Y105MRKMERCK & CO INC$483,3530.05%5,759CommonSOLE
464287515IGVISHARES TR$483,0420.05%4,200CommonSOLE
144285103CRSCARPENTER TECHNOLOGY CORP$482,2410.05%1,964CommonSOLE
127190304CACICACI INTL INC$480,8240.05%964CommonSOLE
46284V101IRMIRON MTN INC DEL$479,0160.05%4,699CommonSOLE
318672706FBPFIRST BANCORP P R$478,7940.05%21,714CommonSOLE
125269100CFCF INDS HLDGS INC$478,3700.05%5,333CommonSOLE
12618T105CRAICRA INTL INC$477,7420.05%2,291CommonSOLE
670346105NUENUCOR CORP$477,2550.05%3,524CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$476,4760.05%9,939CommonSOLE
464287655IWMISHARES TR$475,7420.05%1,966CommonSOLE
03209R103AMPHAMPHASTAR PHARMACEUTICALS IN$474,9030.05%17,820CommonSOLE
Y2065G121DHTDHT HOLDINGS INC$472,9930.05%39,581CommonSOLE
631103108NDAQNASDAQ INC$471,9690.05%5,336CommonSOLE
311900104FASTFASTENAL CO$471,9610.05%9,624CommonSOLE
461202103INTUINTUIT$469,8420.05%688CommonSOLE
313855108FSSFEDERAL SIGNAL CORP$469,6540.05%3,947CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$467,9020.05%505CommonSOLE
40412C101HCAHCA HEALTHCARE INC$465,4100.05%1,092CommonSOLE
26856L103ELFE L F BEAUTY INC$464,0770.05%3,503CommonSOLE
858119100STLDSTEEL DYNAMICS INC$462,4890.05%3,317CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC D$461,6030.05%258CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$459,5700.05%2,257CommonSOLE
559663109MGYMAGNOLIA OIL & GAS CORP$459,3070.05%19,242CommonSOLE
00187Y100APGAPI GROUP CORP$458,1520.05%13,330CommonSOLE
759916109RGENREPLIGEN CORP$457,2860.05%3,421CommonSOLE
235851102DHRDANAHER CORPORATION$454,4120.05%2,292CommonSOLE
70959W103PAGPENSKE AUTOMOTIVE GRP INC$451,8180.05%2,598CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$451,0530.05%3,385CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$450,9570.05%2,008CommonSOLE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$450,8330.05%1,727CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$447,6480.05%735CommonSOLE
00181T107GOLDA-MARK PRECIOUS METALS INC$447,5510.05%17,300CommonSOLE
042068205ARMARM HOLDINGS PLC$446,5420.05%3,156CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$444,4940.05%2,780CommonSOLE
218937100CNRCORE NATURAL RESOURCES INC$443,7800.05%5,316CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$442,8050.05%3,652CommonSOLE
457030104IMKTAINGLES MKTS INC$441,6360.05%6,349CommonSOLE
829073105SSDSIMPSON MFG INC$439,0800.05%2,622CommonSOLE
G8473T100STESTERIS PLC$437,9690.05%1,770CommonSOLE
86333M108LRNSTRIDE INC$437,4370.05%2,937CommonSOLE
N3167Y103RACEFERRARI N V$437,1830.05%901CommonSOLE
50012A108KGSKODIAK GAS SVCS INC$436,2460.05%11,800CommonSOLE
82982L103SITESITEONE LANDSCAPE SUPPLY INC$435,4730.05%3,381CommonSOLE
98980G102ZSZSCALER INC$434,5070.05%1,450CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$432,7270.05%1,315CommonSOLE
525558201LMATLEMAITRE VASCULAR INC$431,0740.05%4,926CommonSOLE
98978V103ZTSZOETIS INC$430,3270.05%2,941CommonSOLE
171484108CHDNCHURCHILL DOWNS INC$430,1420.05%4,434CommonSOLE
043436104ABGASBURY AUTOMOTIVE GROUP INC$428,2760.05%1,752CommonSOLE
30231G102XOMEXXON MOBIL CORP$426,7590.05%3,785CommonSOLE
58155Q103MCKMCKESSON CORP$426,4420.05%552CommonSOLE
398433102GFFGRIFFON CORP$426,2120.05%5,597CommonSOLE
760759100RSGREPUBLIC SVCS INC$425,2260.05%1,853CommonSOLE
277276101EGPEASTGROUP PPTYS INC$420,9500.05%2,487CommonSOLE
053332102AZOAUTOZONE INC$420,4440.05%98CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$418,9370.05%6,224CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$418,5840.05%992CommonSOLE
084423102WRBBERKLEY W R CORP$418,3450.05%5,460CommonSOLE
50212V100LPLALPL FINL HLDGS INC$418,1910.05%1,257CommonSOLE
65339F101NEENEXTERA ENERGY INC$416,9320.05%5,523CommonSOLE
922908637VVVANGUARD INDEX FDS$415,8740.05%1,351CommonSOLE
40051E202ASRGRUPO AEROPORTUARIO DEL SURE$414,8320.05%1,283CommonSOLE
006739106ADUSADDUS HOMECARE CORP$412,3750.05%3,495CommonSOLE
783754104RYZRYERSON HLDG CORP$410,9770.05%17,978CommonSOLE
913915104UTIUNIVERSAL TECHNICAL INST INC$410,8140.04%12,621CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$409,1060.04%2,030CommonSOLE
983793100XPOXPO INC$408,8810.04%3,163CommonSOLE
546347105LPXLOUISIANA PAC CORP$406,3540.04%4,574CommonSOLE
88162G103TTEKTETRA TECH INC NEW$404,9660.04%12,132CommonSOLE
447462102HURNHURON CONSULTING GROUP INC$404,9380.04%2,759CommonSOLE
16411R208LNGCHENIERE ENERGY INC$404,4010.04%1,721CommonSOLE
78409V104SPGIS&P GLOBAL INC$403,4830.04%829CommonSOLE
88146M101TRNOTERRENO RLTY CORP$402,8120.04%7,098CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$402,2430.04%2,854CommonSOLE
73278L105POOLPOOL CORP$402,1610.04%1,297CommonSOLE
689648103OTTROTTER TAIL CORP$402,0630.04%4,905CommonSOLE
759509102RSRELIANCE INC$398,2170.04%1,418CommonSOLE
191098102COKECOCA COLA CONS INC$397,1720.04%3,390CommonSOLE
00847J105AGYSAGILYSYS INC$395,9510.04%3,762CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$393,7760.04%2,370CommonSOLE
872590104TMUST-MOBILE US INC$392,5830.04%1,640CommonSOLE
184496107CLHCLEAN HARBORS INC$392,2200.04%1,689CommonSOLE
922908629VOVANGUARD INDEX FDS$391,1190.04%1,332CommonSOLE
099406100BOOTBOOT BARN HLDGS INC$390,6020.04%2,357CommonSOLE
632307104NTRANATERA INC$389,0640.04%2,417CommonSOLE
55354G100MSCIMSCI INC$388,6760.04%685CommonSOLE
244199105DEDEERE & CO$387,2990.04%847CommonSOLE
34959E109FTNTFORTINET INC$385,5060.04%4,585CommonSOLE
86627T108SMMTSUMMIT THERAPEUTICS INC$384,4620.04%18,609CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$383,8920.04%769CommonSOLE
946784105WAYWAYSTAR HLDG CORP$382,9920.04%10,100CommonSOLE
893641100TDGTRANSDIGM GROUP INC$379,5900.04%288CommonSOLE
87612G101TRGPTARGA RES CORP$378,6400.04%2,260CommonSOLE
25754A201DPZDOMINOS PIZZA INC$377,7470.04%875CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$376,4120.04%3,766CommonSOLE
98379L100XPELXPEL INC$375,4110.04%11,352CommonSOLE
053611109AVYAVERY DENNISON CORP$374,2880.04%2,308CommonSOLE
800422107JBSSSANFILIPPO JOHN B & SON INC$373,8520.04%5,816CommonSOLE
407497106HLNEHAMILTON LANE INC$373,3680.04%2,770CommonSOLE
70975L107PENPENUMBRA INC$372,1270.04%1,469CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$371,2780.04%1,265CommonSOLE
313148306AGMFEDERAL AGRIC MTG CORP$371,2360.04%2,210CommonSOLE
92645B103VCTRVICTORY CAP HLDGS INC$370,7510.04%5,725CommonSOLE
526107107LIILENNOX INTL INC$370,5520.04%700CommonSOLE
14888U101CPRXCATALYST PHARMACEUTICALS INC$369,9070.04%18,777CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$369,6110.04%11,820CommonSOLE
249906108DSGXDESCARTES SYS GROUP INC$369,3820.04%3,920CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$368,3040.04%704CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$368,1180.04%805CommonSOLE
G0403H108AONAON PLC$366,2080.04%1,027CommonSOLE
165303108CPKCHESAPEAKE UTILS CORP$359,7570.04%2,671CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$359,5260.04%918CommonSOLE
759530108RELXRELX PLC$358,2000.04%7,500CommonSOLE
12514G108CDWCDW CORP$357,5840.04%2,245CommonSOLE
46138J791BSCQINVESCO EXCH TRD SLF IDX FD$356,0510.04%18,203CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$355,7510.04%2,527CommonSOLE
67000B104NOVTNOVANTA INC$352,9290.04%3,524CommonSOLE
57686G105MATXMATSON INC$347,3330.04%3,523CommonSOLE
464287309IVWISHARES TR$343,3280.04%2,844CommonSOLE
142339100CSLCARLISLE COS INC$341,7890.04%1,039CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$341,1550.04%2,451CommonSOLE
172908105CTASCINTAS CORP$340,9370.04%1,661CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$336,8370.04%6,217CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$336,6080.04%3,710CommonSOLE
971378104WSCWILLSCOT HLDGS CORP$336,1560.04%15,924CommonSOLE
115236101BROBROWN & BROWN INC$333,5170.04%3,556CommonSOLE
942622200WSOWATSCO INC$329,1000.04%814CommonSOLE
749607107RLIRLI CORP$328,2520.04%5,033CommonSOLE
45765U103NSITINSIGHT ENTERPRISES INC$327,9820.04%2,892CommonSOLE
384802104GWWGRAINGER W W INC$327,8180.04%344CommonSOLE
94106L109WMWASTE MGMT INC DEL$326,6080.04%1,479CommonSOLE
302941109FCNFTI CONSULTING INC$325,0780.04%2,011CommonSOLE
09739D100BCCBOISE CASCADE CO DEL$323,2750.04%4,181CommonSOLE
252131107DXCMDEXCOM INC$315,5900.03%4,690CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$313,5590.03%8,001CommonSOLE
78463M107SPSCSPS COMM INC$311,1700.03%2,988CommonSOLE
78464A763SDYSPDR SERIES TRUST$306,3820.03%2,188CommonSOLE
88025U109TXG10X GENOMICS INC$300,7840.03%25,730CommonSOLE
50155Q100KDKYNDRYL HLDGS INC$300,2400.03%9,998CommonSOLE
92346J108VCELVERICEL CORP$299,8150.03%9,527CommonSOLE
16359R103CHECHEMED CORP NEW$296,8520.03%663CommonSOLE
29530P102ERIEERIE INDTY CO$296,2070.03%931CommonSOLE
147448104CWSTCASELLA WASTE SYS INC$284,6400.03%3,000CommonSOLE
698884103PARPAR TECHNOLOGY CORP$284,2240.03%7,181CommonSOLE
46140H403DBOINVESCO DB MULTI-SECTOR COMM$284,0100.03%21,116CommonSOLE
227046109CROXCROCS INC$282,9840.03%3,387CommonSOLE
670100205NVONOVO-NORDISK A S$282,6660.03%5,094CommonSOLE
458334109IPARINTERPARFUMS INC$281,9570.03%2,866CommonSOLE
358039105FRPTFRESHPET INC$280,6750.03%5,093CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$276,5910.03%856CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$276,1390.03%2,004CommonSOLE
00510N102TICACUREN CORP$275,4500.03%20,695CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$270,0270.03%1,095CommonSOLE
26603R106DUOLDUOLINGO INC$259,7250.03%807CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$259,6920.03%10,180CommonSOLE
82900L102SMPLSIMPLY GOOD FOODS CO$257,3340.03%10,368CommonSOLE
464288877EFVISHARES TR$255,9220.03%3,773CommonSOLE
516544103LNTHLANTHEUS HLDGS INC$255,8860.03%4,989CommonSOLE
464287457SHYISHARES TR$254,3550.03%3,066CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$250,9290.03%421CommonSOLE
221006109CRVLCORVEL CORP$245,8860.03%3,176CommonSOLE
02079K107GOOGALPHABET INC$238,1920.03%978CommonSOLE
191216100KOCOCA COLA CO$229,3590.03%3,458CommonSOLE
07831C103BRBRBELLRING BRANDS INC$229,2230.03%6,306CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$212,7920.02%1,112CommonSOLE
437076102HDHOME DEPOT INC$212,7250.02%525CommonSOLE
69346N107PDXPIMCO DYNAMIC INCOME STRATEG$212,5660.02%8,526CommonSOLE

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.