MondegarAI
Ellevest, Inc.

Q3 2025 · 13F-HR

Ellevest, Inc.holdings as filed

Filed 2025-11-14 · accession 0001172661-25-005124

$700.2M
Reported value
426
Positions
2025-09-30
Period end
View analyzed profile →PRO

The Brief · Ellevest, Inc. · Q3 2025

AI · grounded in 13F

Ellevest, Inc. established a new position in VTI valued at $72.2M. The fund also initiated new stakes in FRDM for $52M and VEA for $37.1M. Other new additions include BND at $19.6M, ESGD at $18.8M, and VWO at $18.8M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908769VTIVANGUARD INDEX FDS$72.2M10.3%219,941CommonNONE
02072L607FRDMEA SERIES TRUST$52.0M7.42%1,173,034CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$37.1M5.29%618,692CommonNONE
921937835BNDVANGUARD BD INDEX FDS$19.6M2.80%263,621CommonNONE
46435G516ESGDISHARES TR$18.8M2.69%202,420CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$18.8M2.69%347,043CommonNONE
037833100AAPLAPPLE INC$17.6M2.51%68,994CommonNONE
46435U218SUSLISHARES TR$16.8M2.40%143,280CommonNONE
464288158SUBISHARES TR$15.9M2.27%148,758CommonNONE
594918104MSFTMICROSOFT CORP$14.5M2.07%27,922CommonNONE
64110L106NFLXNETFLIX INC$12.4M1.77%10,357CommonNONE
464288414MUBISHARES TR$11.5M1.64%107,603CommonNONE
67066G104NVDANVIDIA CORPORATION$11.1M1.59%59,711CommonNONE
922908744VTVVANGUARD INDEX FDS$11.0M1.57%58,824CommonNONE
30303M102METAMETA PLATFORMS INC$9.8M1.40%13,338CommonNONE
922908751VBVANGUARD INDEX FDS$9.7M1.38%37,956CommonNONE
023135106AMZNAMAZON COM INC$7.9M1.12%35,806CommonNONE
922908629VOVANGUARD INDEX FDS$7.7M1.10%26,205CommonNONE
02079K305GOOGLALPHABET INC$7.5M1.07%30,777CommonNONE
464288281EMBISHARES TR$7.2M1.03%75,679CommonNONE
921937827BSVVANGUARD BD INDEX FDS$6.5M0.93%82,874CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$6.5M0.93%252,455CommonNONE
46654Q815JMSIJ P MORGAN EXCHANGE TRADED F$6.3M0.90%126,002CommonNONE
46137V613PRFINVESCO EXCHANGE TRADED FD T$6.3M0.90%139,305CommonNONE
97717Y527USFRWISDOMTREE TR$5.5M0.79%110,105CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$5.4M0.77%7,755CommonNONE
46432F842IEFAISHARES TR$5.1M0.73%58,912CommonNONE
02079K107GOOGALPHABET INC$5.0M0.71%20,377CommonNONE
46435U853USHYISHARES TR$4.5M0.65%119,590CommonNONE
92189H409HYDVANECK ETF TRUST$4.2M0.59%81,630CommonNONE
46138J791BSCQINVESCO EXCH TRD SLF IDX FD$3.8M0.54%191,808CommonNONE
46138J825BSCPINVESCO EXCH TRD SLF IDX FD$3.7M0.53%178,253CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$3.2M0.46%4,795CommonNONE
922908512VOEVANGUARD INDEX FDS$2.9M0.42%16,776CommonNONE
464287507IJHISHARES TR$2.8M0.39%42,346CommonNONE
532457108LLYELI LILLY & CO$2.5M0.36%3,269CommonNONE
46138J577BSCTINVESCO EXCH TRD SLF IDX FD$2.4M0.34%126,705CommonNONE
46138J643BSCSINVESCO EXCH TRD SLF IDX FD$2.4M0.34%115,056CommonNONE
46138J783BSCRINVESCO EXCH TRD SLF IDX FD$2.4M0.34%119,717CommonNONE
46434G103IEMGISHARES INC$2.3M0.32%34,322CommonNONE
803054204SAPSAP SE$2.3M0.32%8,455CommonNONE
278865100ECLECOLAB INC$2.2M0.32%8,104CommonNONE
464287200IVVISHARES TR$2.1M0.30%3,103CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$2.1M0.29%2,587CommonNONE
58933Y105MRKMERCK & CO INC$2.0M0.28%23,602CommonNONE
92826C839VVISA INC$2.0M0.28%5,781CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$2.0M0.28%6,917CommonNONE
N07059210ASMLASML HOLDING N V$1.8M0.26%1,887CommonNONE
464288802SUSAISHARES TR$1.8M0.26%13,347CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$1.8M0.26%18,349CommonNONE
09260D107BXBLACKSTONE INC$1.8M0.26%10,518CommonNONE
835699307SONYSONY GROUP CORP$1.8M0.25%61,745CommonNONE
46138J460BSCUINVESCO EXCH TRD SLF IDX FD$1.8M0.25%103,829CommonNONE
46139W825BSCXINVESCO EXCH TRD SLF IDX FD$1.8M0.25%81,688CommonNONE
464287804IJRISHARES TR$1.8M0.25%14,745CommonNONE
46138J429BSCVINVESCO EXCH TRD SLF IDX FD$1.7M0.25%104,813CommonNONE
46139W858BSCWINVESCO EXCH TRD SLF IDX FD$1.7M0.25%83,405CommonNONE
68389X105ORCLORACLE CORP$1.7M0.25%6,137CommonNONE
88160R101TSLATESLA INC$1.7M0.25%3,868CommonNONE
46139W783BSCYINVESCO EXCH TRD SLF IDX FD$1.7M0.24%81,173CommonNONE
665859104NTRSNORTHERN TR CORP$1.7M0.24%12,618CommonNONE
57636Q104MAMASTERCARD INCORPORATED$1.7M0.24%2,940CommonNONE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTA$1.6M0.24%85,645CommonNONE
922908363VOOVANGUARD INDEX FDS$1.6M0.22%2,542CommonNONE
H1467J104CBCHUBB LIMITED$1.5M0.22%5,405CommonNONE
79466L302CRMSALESFORCE INC$1.5M0.21%6,317CommonNONE
464287614IWFISHARES TR$1.5M0.21%3,179CommonNONE
437076102HDHOME DEPOT INC$1.5M0.21%3,667CommonNONE
11135F101AVGOBROADCOM INC$1.5M0.21%4,454CommonNONE
478160104JNJJOHNSON & JOHNSON$1.5M0.21%7,894CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$1.4M0.20%4,806CommonNONE
038222105AMATAPPLIED MATLS INC$1.4M0.20%6,765CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.4M0.20%4,351CommonNONE
759530108RELXRELX PLC$1.4M0.20%28,604CommonNONE
464287622IWBISHARES TR$1.3M0.19%3,613CommonNONE
22052L104CTVACORTEVA INC$1.3M0.19%19,221CommonNONE
66987V109NVSNOVARTIS AG$1.3M0.18%10,032CommonNONE
025816109AXPAMERICAN EXPRESS CO$1.3M0.18%3,872CommonNONE
404280406HSBCHSBC HLDGS PLC$1.3M0.18%18,088CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$1.3M0.18%237CommonNONE
78409V104SPGIS&P GLOBAL INC$1.3M0.18%2,610CommonNONE
25809K105DASHDOORDASH INC$1.3M0.18%4,648CommonNONE
064058100BKBANK NEW YORK MELLON CORP$1.3M0.18%11,563CommonNONE
78464A508SPYVSPDR SERIES TRUST$1.3M0.18%22,623CommonNONE
872540109TJXTJX COS INC NEW$1.2M0.17%8,426CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$1.2M0.17%3,478CommonNONE
81762P102NOWSERVICENOW INC$1.2M0.17%1,301CommonNONE
872590104TMUST-MOBILE US INC$1.2M0.17%4,994CommonNONE
609839105MPWRMONOLITHIC PWR SYS INC$1.2M0.17%1,280CommonNONE
36828A101GEVGE VERNOVA INC$1.2M0.17%1,892CommonNONE
002824100ABTABBOTT LABS$1.2M0.17%8,654CommonNONE
771049103RBLXROBLOX CORP$1.2M0.16%8,340CommonNONE
18915M107NETCLOUDFLARE INC$1.2M0.16%5,380CommonNONE
92189H300EMLCVANECK ETF TRUST$1.2M0.16%45,208CommonNONE
717081103PFEPFIZER INC$1.1M0.16%44,377CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$1.1M0.16%11,287CommonNONE
95040Q104WELLWELLTOWER INC$1.1M0.16%6,147CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.1M0.16%2,250CommonNONE
311900104FASTFASTENAL CO$1.1M0.16%22,210CommonNONE
464287598IWDISHARES TR$1.1M0.15%5,169CommonNONE
219350105GLWCORNING INC$1.1M0.15%12,801CommonNONE
461202103INTUINTUIT$1.0M0.14%1,474CommonNONE
00206R102TAT&T INC$1.0M0.14%35,541CommonNONE
886364876JSTCTIDAL TRUST I$991,2500.14%48,758CommonNONE
296315104ESEESCO TECHNOLOGIES INC$988,6280.14%4,683CommonNONE
759509102RSRELIANCE INC$984,8710.14%3,507CommonNONE
770700102HOODROBINHOOD MKTS INC$984,2190.14%6,874CommonNONE
713448108PEPPEPSICO INC$976,0580.14%6,950CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$954,0010.14%5,083CommonNONE
904767704UNILEVER PLC$942,3150.13%15,896CommonNONE
12504L109CBRECBRE GROUP INC$924,4050.13%5,867CommonNONE
04626A103ALABASTERA LABS INC$922,8050.13%4,713CommonNONE
45168D104IDXXIDEXX LABS INC$901,4740.13%1,411CommonNONE
92537N108VRTVERTIV HOLDINGS CO$896,2590.13%5,941CommonNONE
00724F101ADBEADOBE INC$891,7520.13%2,528CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$891,0190.13%4,633CommonNONE
443510607HUBBHUBBELL INC$889,8810.13%2,068CommonNONE
539439109LYGLLOYDS BANKING GROUP PLC$885,3140.13%195,003CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$872,3860.12%1,779CommonNONE
882508104TXNTEXAS INSTRS INC$855,2630.12%4,655CommonNONE
254687106DISDISNEY WALT CO$837,7890.12%7,317CommonNONE
37733W204GSKGSK PLC$836,4840.12%19,381CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$833,6370.12%1,864CommonNONE
26614N102DDDUPONT DE NEMOURS INC$824,5720.12%10,585CommonNONE
172908105CTASCINTAS CORP$819,6030.12%3,993CommonNONE
863667101SYKSTRYKER CORPORATION$798,1180.11%2,159CommonNONE
86562M209SMFGSUMITOMO MITSUI FINL GROUP I$791,5340.11%47,284CommonNONE
743315103PGRPROGRESSIVE CORP$776,4600.11%3,144CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$775,9840.11%5,575CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$770,0020.11%832CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$760,5140.11%3,084CommonNONE
17275R102CSCOCISCO SYS INC$751,6620.11%10,986CommonNONE
617446448MSMORGAN STANLEY$749,6550.11%4,716CommonNONE
78464A409SPYGSPDR SERIES TRUST$745,9920.11%7,138CommonNONE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$745,3720.11%12,112CommonNONE
773121108RKLBROCKET LAB CORP$741,2160.11%15,471CommonNONE
14040H105COFCAPITAL ONE FINL CORP$731,4880.10%3,441CommonNONE
19260Q107COINCOINBASE GLOBAL INC$725,9410.10%2,151CommonNONE
92189F676SMHVANECK ETF TRUST$724,5190.10%2,220CommonNONE
922475108VEEVVEEVA SYS INC$723,3250.10%2,428CommonNONE
03831W108APPAPPLOVIN CORP$719,9770.10%1,002CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$719,8700.10%2,554CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$717,8230.10%3,935CommonNONE
375558103GILDGILEAD SCIENCES INC$712,4270.10%6,418CommonNONE
651639106NEMNEWMONT CORP$711,6610.10%8,441CommonNONE
874060205TAKTAKEDA PHARMACEUTICAL CO LTD$711,1090.10%48,573CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$702,4950.10%15,984CommonNONE
278642103EBAYEBAY INC.$691,1290.10%7,599CommonNONE
30212P303EXPEEXPEDIA GROUP INC$690,6260.10%3,231CommonNONE
34959E109FTNTFORTINET INC$689,2880.10%8,198CommonNONE
09062X103BIIBBIOGEN INC$685,6920.10%4,895CommonNONE
23331A109DHID R HORTON INC$683,6060.10%4,034CommonNONE
P31076105CPACOPA HOLDINGS SA$683,0960.10%5,749CommonNONE
74340W103PLDPROLOGIS INC.$680,1340.10%5,939CommonNONE
046353108AZNNASTRAZENECA PLC$679,7390.10%8,860CommonNONE
816851109SRESEMPRA$675,6600.10%7,509CommonNONE
30040W108ESEVERSOURCE ENERGY$670,3520.10%9,423CommonNONE
808513105SCHWSCHWAB CHARLES CORP$668,3850.10%7,001CommonNONE
452308109ITWILLINOIS TOOL WKS INC$668,2070.10%2,563CommonNONE
149123101CATCATERPILLAR INC$660,8530.09%1,385CommonNONE
92204A702VGTVANGUARD WORLD FD$655,5410.09%878CommonNONE
922908736VUGVANGUARD INDEX FDS$652,0630.09%1,360CommonNONE
443573100HUBSHUBSPOT INC$649,7740.09%1,389CommonNONE
92345Y106VRSKVERISK ANALYTICS INC$643,4870.09%2,558CommonNONE
146869102CVNACARVANA CO$636,7810.09%1,688CommonNONE
370334104GISGENERAL MLS INC$634,1320.09%12,577CommonNONE
80105N105SNYSANOFI SA$627,8070.09%13,301CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$624,6820.09%1,111CommonNONE
65535H208NMRNOMURA HLDGS INC$620,4650.09%85,346CommonNONE
291011104EMREMERSON ELEC CO$619,3010.09%4,721CommonNONE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$616,4470.09%2,386CommonNONE
209115104EDCONSOLIDATED EDISON INC$609,7540.09%6,066CommonNONE
23804L103DDOGDATADOG INC$609,6140.09%4,281CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$606,3890.09%3,748CommonNONE
88339J105TTDTHE TRADE DESK INC$604,6360.09%12,337CommonNONE
745867101PHMPULTE GROUP INC$604,3630.09%4,574CommonNONE
609207105MDLZMONDELEZ INTL INC$602,5860.09%9,646CommonNONE
00827B106AFRMAFFIRM HLDGS INC$602,5450.09%8,245CommonNONE
466313103JBLJABIL INC$601,5610.09%2,770CommonNONE
64361Q101VNOMVIPER ENERGY INC$595,9260.09%15,592CommonNONE
46284V101IRMIRON MTN INC DEL$595,0240.08%5,837CommonNONE
922042676VNQIVANGUARD INTL EQUITY INDEX F$594,6040.08%12,455CommonNONE
464288570DSIISHARES TR$593,6020.08%4,713CommonNONE
55306N104MKSIMKS INC.$591,3730.08%4,778CommonNONE
03524A108BUDANHEUSER BUSCH INBEV SA/NV$587,1590.08%9,850CommonNONE
921910733ESGVVANGUARD WORLD FD$586,9500.08%4,956CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$586,8510.08%2,464CommonNONE
46266C105IQVIQVIA HLDGS INC$585,9650.08%3,085CommonNONE
001055102AFLAFLAC INC$584,5260.08%5,233CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$584,3890.08%4,385CommonNONE
747525103QCOMQUALCOMM INC$584,2560.08%3,512CommonNONE
639057207NWGNATWEST GROUP PLC$583,7020.08%41,251CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$581,4910.08%2,894CommonNONE
512807306LRCXLAM RESEARCH CORP$577,9120.08%4,316CommonNONE
337738108FISVFISERV INC$577,3490.08%4,478CommonNONE
922908553VNQVANGUARD INDEX FDS$572,9650.08%6,267CommonNONE
78473E103SPXCSPX TECHNOLOGIES INC$571,7340.08%3,061CommonNONE
00287Y109ABBVABBVIE INC$567,0750.08%2,449CommonNONE
744320102PRUPRUDENTIAL FINL INC$567,0430.08%5,466CommonNONE
615369105MCOMOODYS CORP$564,4110.08%1,185CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$560,0520.08%1,114CommonNONE
036752103ELVELEVANCE HEALTH INC FORMERLY$555,4430.08%1,719CommonNONE
808524607SCHASCHWAB STRATEGIC TR$554,4760.08%19,874CommonNONE
456837103INGING GROEP N.V.$547,2110.08%20,982CommonNONE
538034109LYVLIVE NATION ENTERTAINMENT IN$537,0960.08%3,287CommonNONE
235851102DHRDANAHER CORPORATION$535,3020.08%2,700CommonNONE
00766T100ACMAECOM$534,9270.08%4,100CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$533,1910.08%6,856CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$533,0630.08%1,721CommonNONE
742718109PGPROCTER AND GAMBLE CO$530,3490.08%3,452CommonNONE
95082P105WCCWESCO INTL INC$528,5390.08%2,499CommonNONE
30161N101EXCEXELON CORP$528,2370.08%11,736CommonNONE
22822V101CCICROWN CASTLE INC$522,0110.07%5,410CommonNONE
548661107LOWLOWES COS INC$520,7140.07%2,072CommonNONE
G6700G107NVTNVENT ELECTRIC PLC$515,3940.07%5,225CommonNONE
704326107PAYXPAYCHEX INC$513,8850.07%4,054CommonNONE
892356106TSCOTRACTOR SUPPLY CO$511,7160.07%8,998CommonNONE
366651107ITGARTNER INC$511,0190.07%1,944CommonNONE
44107P104HSTHOST HOTELS & RESORTS INC$505,8000.07%29,718CommonNONE
12572Q105CMECME GROUP INC$505,2550.07%1,870CommonNONE
693718108PCARPACCAR INC$505,1680.07%5,138CommonNONE
92852X103VTSVITESSE ENERGY INC$503,5800.07%21,678CommonNONE
381430503GSLCGOLDMAN SACHS ETF TR$500,1450.07%3,839CommonNONE
482480100KLACKLA CORP$498,3130.07%462CommonNONE
55354G100MSCIMSCI INC$497,0510.07%876CommonNONE
031162100AMGNAMGEN INC$490,4640.07%1,738CommonNONE
697435105PANWPALO ALTO NETWORKS INC$488,0770.07%2,397CommonNONE
G5960L103MDTMEDTRONIC PLC$485,9140.07%5,102CommonNONE
303250104FICOFAIR ISAAC CORP$472,9030.07%316CommonNONE
540424108LLOEWS CORP$468,6210.07%4,668CommonNONE
G29183103ETNEATON CORP PLC$467,8130.07%1,250CommonNONE
032095101APHAMPHENOL CORP NEW$467,2800.07%3,776CommonNONE
G8726X106TNKTEEKAY TANKERS LTD$464,1500.07%9,182CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$463,3170.07%2,299CommonNONE
464287465EFAISHARES TR$462,1820.07%4,950CommonNONE
458140100INTCINTEL CORP$458,5460.07%13,668CommonNONE
384802104GWWGRAINGER W W INC$453,6090.06%476CommonNONE
962166104WYWEYERHAEUSER CO MTN BE$450,4590.06%18,171CommonNONE
761152107RMDRESMED INC$449,1910.06%1,641CommonNONE
237194105DRIDARDEN RESTAURANTS INC$448,1070.06%2,354CommonNONE
30225T102EXREXTRA SPACE STORAGE INC$445,6520.06%3,162CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$445,4610.06%2,644CommonNONE
G87110105FTITECHNIPFMC PLC$442,7870.06%11,224CommonNONE
833445109SNOWSNOWFLAKE INC$442,7550.06%1,963CommonNONE
907818108UNPUNION PAC CORP$442,7210.06%1,873CommonNONE
55261F104MTBM & T BK CORP$442,0760.06%2,237CommonNONE
03076C106AMPAMERIPRISE FINL INC$441,6340.06%899CommonNONE
76665T102REPXRILEY EXPLORATION PERMIAN IN$438,1790.06%16,163CommonNONE
15135B101CNCCENTENE CORP DEL$435,7960.06%12,214CommonNONE
464287309IVWISHARES TR$435,0640.06%3,604CommonNONE
22266T109CPNGCOUPANG INC$431,3830.06%13,397CommonNONE
89832Q109TFCTRUIST FINL CORP$431,2770.06%9,433CommonNONE
912008109USFDUS FOODS HLDG CORP$429,3020.06%5,603CommonNONE
833034101SNASNAP ON INC$425,5390.06%1,228CommonNONE
09290D101BLKBLACKROCK INC$422,0450.06%362CommonNONE
464287671IUSGISHARES TR$422,0450.06%2,565CommonNONE
134429109CPBTHE CAMPBELLS COMPANY$421,9720.06%13,362CommonNONE
670346105NUENUCOR CORP$421,7290.06%3,114CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$421,4880.06%10,755CommonNONE
29452E101EQHEQUITABLE HLDGS INC$420,5600.06%8,282CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$416,5550.06%4,556CommonNONE
464287655IWMISHARES TR$410,3640.06%1,696CommonNONE
253868103DLRDIGITAL RLTY TR INC$408,6880.06%2,364CommonNONE
25243Q205DEODIAGEO PLC$407,5820.06%4,271CommonNONE
29084Q100EMEEMCOR GROUP INC$404,2880.06%622CommonNONE
G4124C109GRABGRAB HOLDINGS LIMITED$402,0520.06%66,786CommonNONE
55024U109LITELUMENTUM HLDGS INC$401,8940.06%2,470CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$400,3980.06%8,878CommonNONE
125523100CITHE CIGNA GROUP$398,3620.06%1,382CommonNONE
281020107EIXEDISON INTL$397,3530.06%7,188CommonNONE
806857108SLBSCHLUMBERGER LTD$394,0180.06%11,464CommonNONE
443201108HWMHOWMET AEROSPACE INC$391,2830.06%1,994CommonNONE
98419M100XYLXYLEM INC$387,9250.06%2,630CommonNONE
256746108DLTRDOLLAR TREE INC$385,3130.06%4,083CommonNONE
631103108NDAQNASDAQ INC$384,1380.05%4,343CommonNONE
257651109DCIDONALDSON INC$381,4210.05%4,660CommonNONE
24665A103DKDELEK US HLDGS INC NEW$379,6890.05%11,766CommonNONE
N00985106AERAERCAP HOLDINGS NV$379,3350.05%3,135CommonNONE
165303108CPKCHESAPEAKE UTILS CORP$379,1520.05%2,815CommonNONE
316773100FITBFIFTH THIRD BANCORP$376,7590.05%8,457CommonNONE
808524755FNDFSCHWAB STRATEGIC TR$372,5920.05%8,673CommonNONE
857477103STTSTATE STR CORP$372,0440.05%3,207CommonNONE
92242T101VVXV2X INC$371,6600.05%6,398CommonNONE
06738E204BCSBARCLAYS PLC$369,5590.05%17,879CommonNONE
773903109ROKROCKWELL AUTOMATION INC$369,1040.05%1,056CommonNONE
69370C100PTCPTC INC$367,6690.05%1,811CommonNONE
942622200WSOWATSCO INC$367,1040.05%908CommonNONE
91851C201EGYVAALCO ENERGY INC$366,3020.05%91,120CommonNONE
G1757E113CMCLCALEDONIA MNG CORP PLC$365,6850.05%10,099CommonNONE
852234103XYZBLOCK INC$364,4580.05%5,043CommonNONE
92276F100VTRVENTAS INC$360,4490.05%5,150CommonNONE
040413205ANETARISTA NETWORKS INC$360,1950.05%2,472CommonNONE
693506107PPGPPG INDS INC$359,7920.05%3,423CommonNONE
244199105DEDEERE & CO$358,9490.05%785CommonNONE
G60409110MTALEURMAC COPPER LIMITED$355,0420.05%29,078CommonNONE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$352,9440.05%774CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$352,0840.05%899CommonNONE
70014A104PKEPARK AEROSPACE CORP$351,5570.05%17,284CommonNONE
512816109LAMRLAMAR ADVERTISING CO NEW$346,8160.05%2,833CommonNONE
75734B100RDDTREDDIT INC$345,6750.05%1,503CommonNONE
894164102TNLTRAVEL PLUS LEISURE CO$345,0420.05%5,800CommonNONE
194162103CLCOLGATE PALMOLIVE CO$343,8220.05%4,301CommonNONE
670100205NVONOVO-NORDISK A S$343,7050.05%6,194CommonNONE
902973304USBUS BANCORP DEL$343,2880.05%7,103CommonNONE
832696405SJMSMUCKER J M CO$342,5240.05%3,154CommonNONE
74762E102QUREQUANTA SVCS INC$340,2390.05%821CommonNONE
H2906T109GRMNGARMIN LTD$338,3060.05%1,374CommonNONE
231561101CWCURTISS WRIGHT CORP$333,3650.05%614CommonNONE
Y2065G121DHTDHT HOLDINGS INC$328,6250.05%27,500CommonNONE
053484101AVBAVALONBAY CMNTYS INC$324,7190.05%1,681CommonNONE
71844V201PECOPHILLIPS EDISON & CO INC$321,8300.05%9,375CommonNONE
00187Y100APGAPI GROUP CORP$319,7780.05%9,304CommonNONE
824348106SHWSHERWIN WILLIAMS CO$318,9050.05%921CommonNONE
11271J107BNBROOKFIELD CORP$318,6910.05%4,647CommonNONE
59156R108METMETLIFE INC$316,3010.05%3,840CommonNONE
25434V401DFUSDIMENSIONAL ETF TRUST$313,1870.04%4,323CommonNONE
98980G102ZSZSCALER INC$313,1450.04%1,045CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$309,6550.04%941CommonNONE
205887102CAGCONAGRA BRANDS INC$309,5490.04%16,906CommonNONE
174610105CFGCITIZENS FINL GROUP INC$308,7000.04%5,807CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$308,5370.04%3,670CommonNONE
05964H105SANBANCO SANTANDER S.A.$307,9020.04%29,380CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$307,4990.04%2,169CommonNONE
526057302LEN/BLENNAR CORP$306,3340.04%2,553CommonNONE
58506Q109MEDPMEDPACE HLDGS INC$303,8690.04%591CommonNONE
7591EP100RFREGIONS FINANCIAL CORP NEW$302,8070.04%11,483CommonNONE
G65773106NATNORDIC AMERICAN TANKERS LIMI$302,2030.04%96,243CommonNONE
052769106ADSKAUTODESK INC$300,1980.04%945CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$300,1290.04%7,014CommonNONE
929740108WABWABTEC$300,1040.04%1,497CommonNONE
49446R109KIMKIMCO RLTY CORP$299,1920.04%13,693CommonNONE
G0403H108AONAON PLC$299,1710.04%839CommonNONE
05464C101AXONAXON ENTERPRISE INC$297,8210.04%415CommonNONE
075887109BDXBECTON DICKINSON & CO$296,5470.04%1,584CommonNONE
531229755FWONKLIBERTY MEDIA CORP DEL$295,3850.04%2,828CommonNONE
252131107DXCMDEXCOM INC$294,3260.04%4,374CommonNONE
00912X302ALAIR LEASE CORP$294,1270.04%4,621CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$293,7860.04%2,672CommonNONE
30231G102XOMEXXON MOBIL CORP$292,7420.04%2,596CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$291,1570.04%4,877CommonNONE
20030N101CMCSACOMCAST CORP NEW$289,4100.04%9,211CommonNONE
026874784AIGAMERICAN INTL GROUP INC$288,6350.04%3,675CommonNONE
0076CA104AEGAEGON LTD$288,3830.04%36,093CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$285,7150.04%4,449CommonNONE
778296103ROSTROSS STORES INC$283,9030.04%1,863CommonNONE
83088M102SWKSSKYWORKS SOLUTIONS INC$282,9780.04%3,676CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$281,1270.04%2,333CommonNONE
007973100AEISADVANCED ENERGY INDS$279,5400.04%1,643CommonNONE
871607107SNPSSYNOPSYS INC$278,7650.04%565CommonNONE
87162W100SNXTD SYNNEX CORPORATION$277,0650.04%1,692CommonNONE
82982T106SITMSITIME CORP$276,0000.04%916CommonNONE
21036P108STZCONSTELLATION BRANDS INC$274,8610.04%2,041CommonNONE
060505104BACBANK AMERICA CORP$272,8590.04%5,289CommonNONE
416515104HIGHARTFORD INSURANCE GROUP INC$269,5810.04%2,021CommonNONE
110448107BTIBRITISH AMERN TOB PLC$266,3020.04%5,017CommonNONE
646025106NJRNEW JERSEY RES CORP$266,2700.04%5,530CommonNONE
464287705IJJISHARES TR$266,1240.04%2,052CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$265,8170.04%952CommonNONE
31488V107FERGFERGUSON ENTERPRISES INC$265,6780.04%1,183CommonNONE
921910725VSGXVANGUARD WORLD FD$265,1190.04%3,822CommonNONE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$262,9830.04%1,271CommonNONE
949746101WMT2WELLS FARGO CO NEW$260,7640.04%3,111CommonNONE
844895102SWXSOUTHWEST GAS HLDGS INC$260,6370.04%3,327CommonNONE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$258,7150.04%10,534CommonNONE
92204A405VFHVANGUARD WORLD FD$258,2800.04%1,968CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$256,8570.04%14,873CommonNONE
219948106CPAYCORPAY INC$256,3730.04%890CommonNONE
380237107GDDYGODADDY INC$256,1460.04%1,872CommonNONE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$254,2630.04%974CommonNONE
701094104PHPARKER-HANNIFIN CORP$252,4640.04%333CommonNONE
464287408IVEISHARES TR$251,8840.04%1,220CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$249,8000.04%592CommonNONE
G9456A100GLNGGOLAR LNG LTD$247,9960.04%6,137CommonNONE
101121101BXPBXP INC$247,1060.04%3,324CommonNONE
706915105PENGPENGUIN SOLUTIONS INC$246,5590.04%9,382CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$243,0720.03%692CommonNONE
72352L106PINSPINTEREST INC$242,4650.03%7,537CommonNONE
03212B103AMPYAMPLIFY ENERGY CORP NEW$240,0670.03%45,727CommonNONE
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$239,8760.03%3,813CommonNONE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$237,7450.03%2,602CommonNONE
87165B103SYFSYNCHRONY FINANCIAL$237,4490.03%3,342CommonNONE
36118L106FUTUFUTU HLDGS LTD$237,0390.03%1,363CommonNONE
902681105UGIUGI CORP NEW$235,0480.03%7,067CommonNONE
879382208TELFYTELEFONICA S A$234,2340.03%46,109CommonNONE
88023U101SGISOMNIGROUP INTERNATIONAL INC$232,8350.03%2,761CommonNONE
009066101ABNBAIRBNB INC$231,4270.03%1,906CommonNONE
595112103MUMICRON TECHNOLOGY INC$230,5670.03%1,378CommonNONE
74460D109PSAPUBLIC STORAGE OPER CO$228,4800.03%791CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$224,9070.03%4,175CommonNONE
749685103RPMRPM INTL INC$224,4440.03%1,904CommonNONE
931142103WMTWALMART INC$224,1150.03%2,175CommonNONE
705015105PSOPEARSON PLC$223,8980.03%15,812CommonNONE
911363109URIUNITED RENTALS INC$222,4360.03%233CommonNONE
464288661IEIISHARES TR$222,2890.03%1,860CommonNONE
896215209TRSTRIMAS CORP$222,1410.03%5,749CommonNONE
50212V100LPLALPL FINL HLDGS INC$222,0340.03%667CommonNONE
882681109TXRHTEXAS ROADHOUSE INC$221,1460.03%1,331CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$220,6050.03%3,091CommonNONE
464288208IMCBISHARES TR$219,8610.03%2,647CommonNONE
464285204IAUISHARES GOLD TR$219,6200.03%3,018CommonNONE
29605J106ESABESAB CORPORATION$219,1220.03%1,961CommonNONE
233051143SNPEDBX ETF TR$219,0480.03%3,649CommonNONE
504922105LHLABCORP HOLDINGS INC$216,4430.03%754CommonNONE
020002101ALLALLSTATE CORP$216,3670.03%1,008CommonNONE
45784P101PODDINSULET CORP$213,9500.03%693CommonNONE
04016X101ARGXARGENX SE$213,1550.03%289CommonNONE
89400J107TRUTRANSUNION$212,8010.03%2,540CommonNONE
871829107SYYSYSCO CORP$211,8610.03%2,573CommonNONE
681919106OMCOMNICOM GROUP INC$211,7200.03%2,597CommonNONE
260003108DOVDOVER CORP$210,0390.03%1,259CommonNONE
46222L108IONQIONQ INC$209,8380.03%3,412CommonNONE
302130109EXPDEXPEDITORS INTL WASH INC$208,4030.03%1,700CommonNONE
780287108RGLDROYAL GOLD INC$205,9960.03%1,027CommonNONE
053332102AZOAUTOZONE INC$205,9320.03%48CommonNONE
40412C101HCAHCA HEALTHCARE INC$203,7240.03%478CommonNONE
500472303PHGKONINKLIJKE PHILIPS N V$201,8600.03%7,405CommonNONE
359694106FULFULLER H B CO$200,4260.03%3,381CommonNONE
49177J102KVUEKENVUE INC$164,6210.02%10,143CommonNONE
60687Y109MFGMIZUHO FINANCIAL GROUP INC$148,2310.02%22,124CommonNONE
30049A107EPMEVOLUTION PETE CORP$147,4920.02%30,600CommonNONE
00764C109AVKADVENT CONV & INCOME FD$137,6400.02%10,762CommonNONE
500688106KOSKOSMOS ENERGY LTD$97,8290.01%58,933CommonNONE
G8726T105TKTEEKAY CORPORATION LTD$89,8410.01%10,983CommonNONE
46655E100DCDAKOTA GOLD CORP$74,3970.01%16,351CommonNONE
517125100LRMRLARIMAR THERAPEUTICS INC$60,8140.01%18,828CommonNONE
58463J304MPTMEDICAL PPTYS TRUST INC$54,2340.01%10,697CommonNONE

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.