MondegarAI
CERTUITY, LLC

Q4 2025 · 13F-HR

CERTUITY, LLCholdings as filed

Filed 2026-01-30 · accession 0001172661-26-000396

$1.59B
Reported value
587
Positions
2025-12-31
Period end
View analyzed profile →PRO

The Brief · CERTUITY, LLC · Q4 2025

AI · grounded in 13F

CERTUITY, LLC significantly reduced its position in Eli Lilly & Co LLY, trimming shares by 51.42%. The fund increased its holdings in Schwab Strategic Tr SCHG by 26.18% and Vanguard Index Fds VOO by 5.93%. Other notable activity includes a 22.4% accumulation of Micron Technology Inc MU and a 15.68% reduction in Blue Owl Capital Corporation OBDC.

Holdings as filed

First 500 of 587

CUSIPTickerIssuerValue% port.SharesClassVoting
68268W103OMFONEMAIN HLDGS INC$130.4M8.21%1,930,764CommonSOLE
172967424CCITIGROUP INC$98.6M6.20%844,600CommonSOLE
595112103MUMICRON TECHNOLOGY INC$77.0M4.85%269,749CommonSOLE
922908363VOOVANGUARD INDEX FDS$70.9M4.46%113,015CommonSOLE
369604301GEGE AEROSPACE$57.0M3.59%185,039CommonSOLE
037833100AAPLAPPLE INC$56.8M3.57%1,161,622CommonSOLE
67066G104NVDANVIDIA CORPORATION$50.4M3.18%951,652CommonSOLE
464287200IVVISHARES TR$45.4M2.86%66,260CommonSOLE
617446448MSMORGAN STANLEY$36.3M2.28%204,438CommonSOLE
949746101WMT2WELLS FARGO CO NEW$29.1M1.83%312,131CommonSOLE
060505104BACBANK AMERICA CORP$27.6M1.74%502,163CommonSOLE
594918104MSFTMICROSOFT CORP$26.9M1.69%55,659CommonSOLE
649445400FLGFLAGSTAR BANK NATIONAL ASSOC$26.7M1.68%2,124,280CommonSOLE
46090E103QQQINVESCO QQQ TR$26.0M1.63%42,250CommonSOLE
02079K305GOOGLALPHABET INC$25.1M1.58%80,296CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$24.2M1.52%740,884CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$21.3M1.34%102,083CommonSOLE
023135106AMZNAMAZON COM INC$20.7M1.30%89,542CommonSOLE
345370860FFORD MTR CO$17.8M1.12%1,354,491CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$17.3M1.09%25,422CommonSOLE
33939L795NFRAFLEXSHARES TR$16.4M1.03%271,415CommonSOLE
30303M102METAMETA PLATFORMS INC$14.0M0.88%21,251CommonSOLE
464287598IWDISHARES TR$13.9M0.87%66,075CommonSOLE
02079K107GOOGALPHABET INC$13.8M0.87%794,792CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$13.1M0.83%322,694CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$12.9M0.81%253,848CommonSOLE
30231G102XOMEXXON MOBIL CORP$12.4M0.78%103,371CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$12.1M0.76%21,229CommonSOLE
922908769VTIVANGUARD INDEX FDS$12.0M0.76%35,851CommonSOLE
458140100INTCINTEL CORP$11.9M0.75%323,831CommonSOLE
97717X669DGRWWISDOMTREE TR$11.6M0.73%129,972CommonSOLE
097023105BABOEING CO$9.6M0.60%44,012CommonSOLE
464287721IYWISHARES TR$9.3M0.58%46,350CommonSOLE
464287804IJRISHARES TR$9.0M0.56%74,530CommonSOLE
464287614IWFISHARES TR$8.6M0.54%18,156CommonSOLE
69121K104OBDCBLUE OWL CAPITAL CORPORATION$8.0M0.50%640,315CommonSOLE
06738C778DJPBARCLAYS BANK PLC$7.7M0.48%204,390CommonSOLE
88160R101TSLATESLA INC$7.6M0.48%16,864CommonSOLE
00206R102TAT&T INC$7.3M0.46%293,190CommonSOLE
11135F101AVGOBROADCOM INC$6.8M0.43%19,704CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$6.5M0.41%104,253CommonSOLE
85207H104PHYSSPROTT ASSET MANAGEMENT LP$6.5M0.41%196,585CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$6.5M0.41%120,255CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$6.2M0.39%33,566CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$6.2M0.39%12,287CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$6.0M0.38%18,694CommonSOLE
464287655IWMISHARES TR$5.8M0.37%23,711CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$5.6M0.35%67,940CommonSOLE
78468R663BILSPDR SERIES TRUST$5.3M0.33%57,464CommonSOLE
09175A206BMNRBITMINE IMMERSION TECNOLOGIE$4.9M0.31%180,707CommonSOLE
040413205ANETARISTA NETWORKS INC$4.7M0.30%35,846CommonSOLE
038923108ABRARBOR REALTY TRUST INC$4.7M0.29%600,000CommonSOLE
92204A702VGTVANGUARD WORLD FD$4.5M0.28%5,969CommonSOLE
17275R102CSCOCISCO SYS INC$4.4M0.28%57,185CommonSOLE
92826C839VVISA INC$4.3M0.27%12,355CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$4.1M0.26%26,551CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$4.1M0.26%207,836CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$4.0M0.25%4,621CommonSOLE
464287689IWVISHARES TR$4.0M0.25%10,263CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$3.9M0.25%6,897CommonSOLE
46432F842IEFAISHARES TR$3.9M0.25%43,992CommonSOLE
78463V107GLDSPDR GOLD TR$3.9M0.25%9,906CommonSOLE
78464A854SPYMSPDR SERIES TRUST$3.9M0.24%48,180CommonSOLE
921932828VIOOVANGUARD ADMIRAL FDS INC$3.9M0.24%34,787CommonSOLE
82509L107SHOPSHOPIFY INC$3.8M0.24%23,365CommonSOLE
717081103PFEPFIZER INC$3.7M0.23%149,331CommonSOLE
464288240ACWXISHARES TR$3.7M0.23%54,638CommonSOLE
512807306LRCXLAM RESEARCH CORP$3.6M0.23%20,908CommonSOLE
808524409SCHVSCHWAB STRATEGIC TR$3.6M0.22%120,104CommonSOLE
260557103DOWDOW INC$3.5M0.22%151,557CommonSOLE
931142103WMTWALMART INC$3.5M0.22%31,697CommonSOLE
89147L886TYGTORTOISE ENERGY INFRA CORP$3.5M0.22%85,000CommonSOLE
166764100CVXCHEVRON CORP NEW$3.4M0.21%22,080CommonSOLE
64110L106NFLXNETFLIX INC$3.3M0.21%34,594CommonSOLE
478160104JNJJOHNSON & JOHNSON$3.1M0.20%15,106CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$3.0M0.19%16,878CommonSOLE
532457108LLYELI LILLY & CO$3.0M0.19%2,766CommonSOLE
464287622IWBISHARES TR$3.0M0.19%7,957CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$3.0M0.19%250,000CommonSOLE
149123101CATCATERPILLAR INC$2.9M0.19%5,147CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$2.9M0.18%6,439CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$2.9M0.18%34,828CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$2.8M0.18%103,062CommonSOLE
00287Y109ABBVABBVIE INC$2.8M0.17%12,112CommonSOLE
00724F101ADBEADOBE INC$2.8M0.17%7,906CommonSOLE
922908736VUGVANGUARD INDEX FDS$2.7M0.17%5,551CommonSOLE
46138G649QQQMINVESCO EXCH TRADED FD TR II$2.6M0.17%10,403CommonSOLE
97717W547WTVWISDOMTREE TR$2.6M0.16%27,799CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$2.6M0.16%106,494CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$2.6M0.16%13,328CommonSOLE
565394103CARTMAPLEBEAR INC$2.5M0.16%56,435CommonSOLE
025816109AXPAMERICAN EXPRESS CO$2.5M0.16%6,747CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$2.4M0.15%455CommonSOLE
55616P104MMACYS INC$2.4M0.15%109,113CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$2.4M0.15%28,500CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$2.4M0.15%11,122CommonSOLE
872540109TJXTJX COS INC NEW$2.4M0.15%15,493CommonSOLE
33738R506RDVYFIRST TR EXCHANGE TRADED FD$2.4M0.15%34,224CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$2.3M0.14%42,802CommonSOLE
58933Y105MRKMERCK & CO INC$2.3M0.14%21,660CommonSOLE
97717X651DGRSWISDOMTREE TR$2.2M0.14%45,066CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$2.2M0.14%15,449CommonSOLE
233051507DBJPDBX ETF TR$2.2M0.14%23,485CommonSOLE
191216100KOCOCA COLA CO$2.1M0.13%30,670CommonSOLE
87043Q108SGSWEETGREEN INC$2.0M0.13%302,500CommonSOLE
68389X105ORCLORACLE CORP$2.0M0.13%10,340CommonSOLE
45337C102INCYINCYTE CORP$2.0M0.12%20,053CommonSOLE
437076102HDHOME DEPOT INC$2.0M0.12%5,745CommonSOLE
33738D101EMLPFIRST TR EXCHANGE-TRADED FD$1.9M0.12%51,217CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$1.9M0.12%4,099CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$1.9M0.12%4,767CommonSOLE
651639106NEMNEWMONT CORP$1.9M0.12%18,528CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.8M0.11%5,995CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$1.8M0.11%3,721CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$1.8M0.11%6,544CommonSOLE
79466L302CRMSALESFORCE INC$1.7M0.11%6,517CommonSOLE
580135101MCDMCDONALDS CORP$1.7M0.11%5,587CommonSOLE
H1467J104CBCHUBB LIMITED$1.7M0.11%5,463CommonSOLE
464285204IAUISHARES GOLD TR$1.7M0.11%20,894CommonSOLE
464287465EFAISHARES TR$1.7M0.11%17,409CommonSOLE
761152107RMDRESMED INC$1.6M0.10%6,736CommonSOLE
92206C680VONGVANGUARD SCOTTSDALE FDS$1.6M0.10%13,230CommonSOLE
770700102HOODROBINHOOD MKTS INC$1.6M0.10%14,066CommonSOLE
464288869IWCISHARES TR$1.6M0.10%10,040CommonSOLE
172908105CTASCINTAS CORP$1.6M0.10%8,401CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$1.6M0.10%1,789CommonSOLE
831349105SLDESLIDE INS HLDGS INC$1.6M0.10%79,732CommonSOLE
46138E297EELVINVESCO EXCH TRADED FD TR II$1.5M0.10%56,286CommonSOLE
316092808FTECFIDELITY COVINGTON TRUST$1.5M0.10%6,826CommonSOLE
25809K105DASHDOORDASH INC$1.5M0.10%6,742CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$1.5M0.09%27,152CommonSOLE
97717X271DDLSWISDOMTREE TR$1.5M0.09%34,394CommonSOLE
03076C106AMPAMERIPRISE FINL INC$1.4M0.09%2,894CommonSOLE
30257X104FBKFB FINL CORP$1.4M0.09%268,074CommonSOLE
747525103QCOMQUALCOMM INC$1.4M0.09%8,151CommonSOLE
464287499IWRISHARES TR$1.4M0.09%14,283CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$1.4M0.09%5,314CommonSOLE
002824100ABTABBOTT LABS$1.3M0.08%10,692CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$1.3M0.08%1,474CommonSOLE
37954Y632AIQGLOBAL X FDS$1.3M0.08%25,410CommonSOLE
217204106CPRTCOPART INC$1.3M0.08%32,893CommonSOLE
742718109PGPROCTER AND GAMBLE CO$1.3M0.08%8,961CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$1.3M0.08%10,823CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$1.3M0.08%12,518CommonSOLE
G29183103ETNEATON CORP PLC$1.2M0.08%3,851CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$1.2M0.08%7,785CommonSOLE
548661107LOWLOWES COS INC$1.2M0.08%5,051CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$1.2M0.08%4,981CommonSOLE
58155Q103MCKMCKESSON CORP$1.2M0.08%1,469CommonSOLE
311900104FASTFASTENAL CO$1.2M0.07%29,004CommonSOLE
78409V104SPGIS&P GLOBAL INC$1.2M0.07%2,222CommonSOLE
922908629VOVANGUARD INDEX FDS$1.2M0.07%3,982CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$1.2M0.07%12,645CommonSOLE
863667101SYKSTRYKER CORPORATION$1.1M0.07%3,241CommonSOLE
03831W108APPAPPLOVIN CORP$1.1M0.07%1,684CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$1.1M0.07%4,001CommonSOLE
20825C104COPCONOCOPHILLIPS$1.1M0.07%12,040CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$1.1M0.07%1,917CommonSOLE
75513E101RTXRTX CORPORATION$1.1M0.07%5,767CommonSOLE
46434G103IEMGISHARES INC$1.1M0.07%15,700CommonSOLE
254687106DISDISNEY WALT CO$1.1M0.07%9,273CommonSOLE
369550108GDGENERAL DYNAMICS CORP$1.1M0.07%3,130CommonSOLE
464287507IJHISHARES TR$1.0M0.07%15,789CommonSOLE
921910816MGKVANGUARD WORLD FD$1.0M0.06%2,483CommonSOLE
01973R101ALSNALLISON TRANSMISSION HLDGS I$1.0M0.06%10,413CommonSOLE
62944T105NVRNVR INC$1.0M0.06%139CommonSOLE
464287234EEMISHARES TR$1.0M0.06%18,374CommonSOLE
20030N101CMCSACOMCAST CORP NEW$993,6280.06%33,242CommonSOLE
375558103GILDGILEAD SCIENCES INC$985,7300.06%8,031CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$964,8420.06%21,580CommonSOLE
921909768VXUSVANGUARD STAR FDS$961,1810.06%12,741CommonSOLE
92206C730VONEVANGUARD SCOTTSDALE FDS$956,0040.06%3,093CommonSOLE
052769106ADSKAUTODESK INC$947,2320.06%3,200CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$925,1290.06%3,220CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$918,9210.06%11,628CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$917,6150.06%3,725CommonSOLE
031162100AMGNAMGEN INC$909,7910.06%2,779CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$889,1600.06%2,693CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$877,0170.06%1,513CommonSOLE
N07059210ASMLASML HOLDING N V$871,1960.05%814CommonSOLE
922908611VBRVANGUARD INDEX FDS$870,8800.05%4,112CommonSOLE
25434V708DFACDIMENSIONAL ETF TRUST$870,7420.05%21,994CommonSOLE
78464A870XBISPDR SERIES TRUST$867,2190.05%7,112CommonSOLE
291011104EMREMERSON ELEC CO$845,0030.05%6,366CommonSOLE
038222105AMATAPPLIED MATLS INC$841,9050.05%3,276CommonSOLE
26875P101EOGEOG RES INC$787,7000.05%7,501CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$787,2640.05%21,945CommonSOLE
718172109PMPHILIP MORRIS INTL INC$785,9880.05%4,900CommonSOLE
F92124100TTETOTALENERGIES SE$785,1450.05%12,002CommonSOLE
921932703VOOVVANGUARD ADMIRAL FDS INC$783,1580.05%3,823CommonSOLE
46435G268SMMDISHARES TR$774,6970.05%10,337CommonSOLE
244199105DEDEERE & CO$772,8490.05%1,659CommonSOLE
65339F101NEENEXTERA ENERGY INC$771,7630.05%9,871CommonSOLE
231021106CMICUMMINS INC$768,3780.05%1,505CommonSOLE
64110D104NTAPNETAPP INC$765,4570.05%7,148CommonSOLE
713448108PEPPEPSICO INC$762,8690.05%5,315CommonSOLE
464287309IVWISHARES TR$755,2900.05%6,127CommonSOLE
922908751VBVANGUARD INDEX FDS$747,2920.05%2,897CommonSOLE
98978V103ZTSZOETIS INC$732,7760.05%5,824CommonSOLE
G3922B107GGENPACT LIMITED$719,6170.05%15,383CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$712,0070.04%8,378CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$708,6780.04%8,212CommonSOLE
718546104PSXPHILLIPS 66$708,4300.04%5,490CommonSOLE
032108664HACKAMPLIFY ETF TR$702,3840.04%8,739CommonSOLE
464288281EMBISHARES TR$700,5330.04%7,276CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$694,6870.04%2,345CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$677,9030.04%2,647CommonSOLE
443201108HWMHOWMET AEROSPACE INC$677,1060.04%3,302CommonSOLE
60937P106MDBMONGODB INC$676,8820.04%1,612CommonSOLE
46138B103DBCINVESCO DB COMMDY INDX TRCK$676,8370.04%30,270CommonSOLE
922908744VTVVANGUARD INDEX FDS$675,5500.04%3,537CommonSOLE
33738R720ROBTFIRST TR EXCHANGE TRADED FD$672,3970.04%12,964CommonSOLE
81762P102NOWSERVICENOW INC$671,3010.04%4,357CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$670,7940.04%2,284CommonSOLE
745867101PHMPULTE GROUP INC$668,7260.04%5,702CommonSOLE
882508104TXNTEXAS INSTRS INC$667,0130.04%3,843CommonSOLE
464287481IWPISHARES TR$655,6690.04%4,788CommonSOLE
87612G101TRGPTARGA RES CORP$641,5070.04%3,477CommonSOLE
48251W104KKRKKR & CO INC$640,9360.04%25,400CommonSOLE
464288257ACWIISHARES TR$638,6860.04%4,514CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$637,8180.04%8,319CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$636,9830.04%3,932CommonSOLE
461202103INTUINTUIT$632,3730.04%954CommonSOLE
922908553VNQVANGUARD INDEX FDS$631,7160.04%7,138CommonSOLE
260003108DOVDOVER CORP$629,2480.04%3,222CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$623,3440.04%1,923CommonSOLE
18915M107NETCLOUDFLARE INC$622,3230.04%3,156CommonSOLE
278865100ECLECOLAB INC$621,9070.04%2,368CommonSOLE
G5960L103MDTMEDTRONIC PLC$620,6280.04%6,460CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$612,4340.04%13,806CommonSOLE
533900106LECOLINCOLN ELEC HLDGS INC$607,5510.04%2,535CommonSOLE
902494103TSNTYSON FOODS INC$605,5910.04%10,330CommonSOLE
247361702DALDELTA AIR LINES INC DEL$605,3270.04%8,722CommonSOLE
G54950103LINLINDE PLC$604,6860.04%1,418CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC$603,8220.04%13,618CommonSOLE
09290D101BLKBLACKROCK INC$600,1920.04%560CommonSOLE
36828A101GEVGE VERNOVA INC$598,3010.04%915CommonSOLE
922908637VVVANGUARD INDEX FDS$597,1760.04%1,897CommonSOLE
G87052109TELTE CONNECTIVITY PLC$595,9210.04%2,619CommonSOLE
615369105MCOMOODYS CORP$593,8980.04%1,162CommonSOLE
87612E106TGTTARGET CORP$591,7270.04%6,053CommonSOLE
235851102DHRDANAHER CORPORATION$591,3670.04%2,583CommonSOLE
74762E102QUREQUANTA SVCS INC$590,6210.04%1,399CommonSOLE
25434V880DFAXDIMENSIONAL ETF TRUST$590,1220.04%18,030CommonSOLE
384802104GWWWW GRAINGER INC$588,8550.04%583CommonSOLE
855244109SBUXSTARBUCKS CORP$588,1160.04%6,983CommonSOLE
209115104EDCONSOLIDATED EDISON INC$584,0700.04%5,880CommonSOLE
701094104PHPARKER-HANNIFIN CORP$581,6020.04%661CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$575,4550.04%21,384CommonSOLE
172755100CRUSCIRRUS LOGIC INC$569,9850.04%4,810CommonSOLE
228368106CCKCROWN HLDGS INC$569,0120.04%5,525CommonSOLE
009066101ABNBAIRBNB INC$568,2250.04%4,186CommonSOLE
N97284108NBISNEBIUS GROUP N.V.$564,7580.04%6,747CommonSOLE
751212101RLRALPH LAUREN CORP$564,0080.04%1,595CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$560,3860.04%5,877CommonSOLE
90384S303ULTAULTA BEAUTY INC$554,4130.03%916CommonSOLE
147528103CASYCASEYS GEN STORES INC$553,2630.03%1,001CommonSOLE
103304101BYDBOYD GAMING CORP$551,5030.03%6,470CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$545,3690.03%5,326CommonSOLE
063671101BMOBANK MONTREAL QUE$545,1850.03%4,200CommonSOLE
297178105ESSESSEX PPTY TR INC$543,1670.03%2,075CommonSOLE
40412C101HCAHCA HEALTHCARE INC$541,3920.03%1,159CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$537,3220.03%3,605CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$533,0400.03%1,705CommonSOLE
143658300CCL1EURCARNIVAL CORP$531,7620.03%17,412CommonSOLE
46436E502TECBISHARES TR$520,6460.03%8,552CommonSOLE
438516106HONHONEYWELL INTL INC$512,4070.03%2,626CommonSOLE
35137L105FOXAFOX CORP$510,3940.03%6,985CommonSOLE
256163106DOCUDOCUSIGN INC$506,3650.03%7,403CommonSOLE
842587107SOSOUTHERN CO$504,1150.03%5,781CommonSOLE
09260D107BXBLACKSTONE INC$503,7670.03%3,268CommonSOLE
780259305SHELSHELL PLC$500,3580.03%6,809CommonSOLE
26884U109EPREPR PPTYS$499,6170.03%10,012CommonSOLE
482480100KLACKLA CORP$498,4290.03%410CommonSOLE
464287879IJSISHARES TR$495,3640.03%4,356CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$492,0250.03%637CommonSOLE
988498101YUMYUM BRANDS INC$490,9650.03%3,245CommonSOLE
009158106APDAIR PRODS & CHEMS INC$489,7850.03%1,983CommonSOLE
37954Y855LITGLOBAL X FDS$484,8930.03%7,476CommonSOLE
907818108UNPUNION PAC CORP$484,3310.03%2,093CommonSOLE
72201R833MINTPIMCO ETF TR$483,5380.03%4,819CommonSOLE
831865209AOSSMITH A O CORP$481,8960.03%7,205CommonSOLE
301505707ROBOEXCHANGE TRADED CONCEPTS TRU$481,7480.03%6,950CommonSOLE
90138F102TWLOTWILIO INC$481,0160.03%3,381CommonSOLE
466367109JACKJACK IN THE BOX INC$479,4160.03%25,299CommonSOLE
464287168DVYISHARES TR$476,4890.03%3,376CommonSOLE
894164102TNLTRAVEL PLUS LEISURE CO$475,6140.03%6,743CommonSOLE
053611109AVYAVERY DENNISON CORP$475,3620.03%2,613CommonSOLE
384109104GGGGRACO INC$474,3680.03%5,787CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$473,3790.03%5,415CommonSOLE
49427F108KRCKILROY RLTY CORP$472,4690.03%12,643CommonSOLE
46138G508BKLNINVESCO EXCH TRADED FD TR II$471,3660.03%22,446CommonSOLE
871607107SNPSSYNOPSYS INC$471,2150.03%1,003CommonSOLE
46641Q191BBEUJ P MORGAN EXCHANGE TRADED F$469,1930.03%6,401CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$466,9450.03%1,625CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$466,8440.03%965CommonSOLE
74624M102PPURE STORAGE INC$462,1680.03%6,897CommonSOLE
94106L109WMWASTE MGMT INC DEL$462,1610.03%2,103CommonSOLE
032654105ADIANALOG DEVICES INC$457,3070.03%1,686CommonSOLE
37954Y384BUGGLOBAL X FDS$455,3920.03%14,950CommonSOLE
37045V100GMGENERAL MTRS CO$454,1850.03%5,585CommonSOLE
654106103NKENIKE INC$447,0900.03%7,017CommonSOLE
574599106MASMASCO CORP$444,5370.03%7,005CommonSOLE
911363109URIUNITED RENTALS INC$440,8050.03%544CommonSOLE
457187102INGRINGREDION INC$439,3730.03%3,984CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$438,6440.03%3,663CommonSOLE
88339J105TTDTHE TRADE DESK INC$433,5790.03%11,422CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$428,2030.03%1,556CommonSOLE
231561101CWCURTISS WRIGHT CORP$427,3110.03%775CommonSOLE
969904101WSMWILLIAMS SONOMA INC$424,3300.03%2,376CommonSOLE
29977A105EVREVERCORE INC$423,5170.03%1,244CommonSOLE
464287556IBBISHARES TR$422,1830.03%2,501CommonSOLE
126650100CVSCVS HEALTH CORP$416,5650.03%5,249CommonSOLE
46428Q109SLVISHARES SILVER TR$416,5400.03%6,466CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$412,7120.03%1,893CommonSOLE
277276101EGPEASTGROUP PPTYS INC$412,5720.03%2,316CommonSOLE
29414B104EPAMEPAM SYS INC$411,8090.03%2,010CommonSOLE
68989M202OUSTOUSTER INC$410,9870.03%18,992CommonSOLE
464286632EISISHARES INC$409,2570.03%3,719CommonSOLE
03073E105CORCENCORA INC$409,0960.03%1,211CommonSOLE
256677105DGDOLLAR GEN CORP NEW$409,0280.03%3,080CommonSOLE
833034101SNASNAP ON INC$406,9730.03%1,181CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$405,7560.03%6,950CommonSOLE
466313103JBLJABIL INC$404,2790.03%1,773CommonSOLE
749685103RPMRPM INTL INC$403,6730.03%3,881CommonSOLE
268150109DTDYNATRACE INC$402,9750.03%9,298CommonSOLE
46434V464CRBNISHARES TR$401,9010.03%1,743CommonSOLE
91913Y100VLOVALERO ENERGY CORP$400,9040.03%2,462CommonSOLE
184496107CLHCLEAN HARBORS INC$398,3820.03%1,699CommonSOLE
98585X104YETIYETI HLDGS INC$398,2370.03%9,016CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$395,3610.02%6,235CommonSOLE
70438V106PCTYPAYLOCITY HLDG CORP$391,0100.02%2,564CommonSOLE
631103108NDAQNASDAQ INC$390,6910.02%4,021CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$389,2420.02%3,320CommonSOLE
872590104TMUST-MOBILE US INC$387,3880.02%1,907CommonSOLE
046353108AZNNASTRAZENECA PLC$385,0780.02%4,188CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$382,0240.02%1,975CommonSOLE
958102105WDCWESTERN DIGITAL CORP$379,8510.02%2,204CommonSOLE
741511109PSMTPRICESMART INC$379,0830.02%3,090CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$378,9630.02%1,950CommonSOLE
172062101CINFCINCINNATI FINL CORP$377,3210.02%2,310CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$377,0500.02%1,834CommonSOLE
45784P101PODDINSULET CORP$375,4810.02%1,321CommonSOLE
45782C797POCTINNOVATOR ETFS TRUST$374,6380.02%8,530CommonSOLE
23282W605CYTKCYTOKINETICS INC$374,1870.02%5,889CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$374,1700.02%2,608CommonSOLE
125523100CITHE CIGNA GROUP$373,8120.02%1,358CommonSOLE
78468R747SHESPDR SERIES TRUST$371,9570.02%2,816CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$371,9250.02%2,295CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$371,7740.02%2,312CommonSOLE
596278101MIDDMIDDLEBY CORP$370,9320.02%2,495CommonSOLE
32054K103FRFIRST INDL RLTY TR INC$370,1930.02%6,464CommonSOLE
464287648IWOISHARES TR$369,3850.02%1,143CommonSOLE
33829M101FIVEFIVE BELOW INC$368,4870.02%1,956CommonSOLE
257651109DCIDONALDSON INC$362,4690.02%4,088CommonSOLE
464287408IVEISHARES TR$362,4280.02%1,709CommonSOLE
G8060N102STSENSATA TECHNOLOGIES HLDG PL$361,1300.02%10,848CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$359,7550.02%6,159CommonSOLE
31428X106FDXFEDEX CORP$356,8060.02%1,235CommonSOLE
189054109CLXCLOROX CO DEL$356,7460.02%3,538CommonSOLE
637417106NNNNNN REIT INC$356,2740.02%8,990CommonSOLE
743315103PGRPROGRESSIVE CORP$355,5140.02%1,561CommonSOLE
404280406HSBCHSBC HLDGS PLC$353,7000.02%4,496CommonSOLE
04247X102AWIARMSTRONG WORLD INDS INC NEW$352,3880.02%1,844CommonSOLE
773121108RKLBROCKET LAB CORP$351,4510.02%5,038CommonSOLE
13321L108CCJCAMECO CORP$349,4130.02%3,819CommonSOLE
780087102RYROYAL BK CDA$348,6090.02%2,044CommonSOLE
784117103SEICSEI INVTS CO$347,7810.02%4,240CommonSOLE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTA$345,8810.02%14,838CommonSOLE
902973304USBUS BANCORP DEL$344,4990.02%6,456CommonSOLE
835699307SONYSONY GROUP CORP$344,1980.02%13,445CommonSOLE
512816109LAMRLAMAR ADVERTISING CO NEW$343,1950.02%2,711CommonSOLE
032095101APHAMPHENOL CORP NEW$341,5430.02%2,527CommonSOLE
464287846IYYISHARES TR$341,0710.02%2,057CommonSOLE
452327109ILMNILLUMINA INC$341,0160.02%2,600CommonSOLE
26210C104DBXDROPBOX INC$339,3820.02%12,208CommonSOLE
89400J107TRUTRANSUNION$337,8550.02%3,940CommonSOLE
032108599ITEQAMPLIFY ETF TR$335,8060.02%5,785CommonSOLE
803054204SAPSAP SE$334,7650.02%1,378CommonSOLE
85207K107PSLVSPROTT ASSET MANAGEMENT LP$333,2290.02%14,090CommonSOLE
670346105NUENUCOR CORP$332,7980.02%2,040CommonSOLE
74736K101QRVOQORVO INC$332,5470.02%3,935CommonSOLE
G7S00T104PNRPENTAIR PLC$332,5180.02%3,192CommonSOLE
857477103STTSTATE STR CORP$332,5010.02%2,577CommonSOLE
09073M104TECHBIO-TECHNE CORP$329,7540.02%5,607CommonSOLE
88025U109TXG10X GENOMICS INC$329,5270.02%20,204CommonSOLE
655663102NDSNNORDSON CORP$327,8500.02%1,363CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$327,3160.02%3,943CommonSOLE
H2906T109GRMNGARMIN LTD$326,1830.02%1,608CommonSOLE
133131102CPTCAMDEN PPTY TR$323,9650.02%2,943CommonSOLE
04016X101ARGXARGENX SE$323,1330.02%384CommonSOLE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$320,9500.02%4,695CommonSOLE
40416E103HCIHCI GROUP INC$318,9560.02%1,663CommonSOLE
37954Y715BOTZGLOBAL X FDS$318,6430.02%8,795CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$317,5120.02%6,395CommonSOLE
422806109HEIHEICO CORP NEW$316,1470.02%977CommonSOLE
086516101BBYBEST BUY INC$315,5750.02%4,715CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$314,9790.02%1,579CommonSOLE
697947109PVLAPALVELLA THERAPEUTICS INC NE$314,0100.02%3,000CommonSOLE
989701107ZIONZIONS BANCORPORATION N A$312,0180.02%5,330CommonSOLE
46432F339QUALISHARES TR$311,9110.02%1,570CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$311,3210.02%2,784CommonSOLE
756109104OREALTY INCOME CORP$310,3860.02%5,506CommonSOLE
87256C101TKOTKO GROUP HOLDINGS INC$310,2200.02%1,484CommonSOLE
302520101FNBF N B CORP$310,1230.02%18,135CommonSOLE
97717W307DLNWISDOMTREE TR$309,8650.02%3,518CommonSOLE
552848103MTGMGIC INVT CORP WIS$309,2060.02%10,582CommonSOLE
902681105UGIUGI CORP NEW$307,8600.02%8,224CommonSOLE
912008109USFDUS FOODS HLDG CORP$307,7100.02%4,085CommonSOLE
387328107GVAGRANITE CONSTR INC$305,6760.02%2,649CommonSOLE
87724P106TMHCTAYLOR MORRISON HOME CORP$305,4760.02%5,189CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$304,7770.02%862CommonSOLE
46137V100PPAINVESCO EXCHANGE TRADED FD T$304,2090.02%1,942CommonSOLE
33939L506TDTTFLEXSHARES TR$303,1560.02%12,600CommonSOLE
12572Q105CMECME GROUP INC$303,0030.02%1,109CommonSOLE
808524698SCHISCHWAB STRATEGIC TR$301,4630.02%13,124CommonSOLE
553530106MSMMSC INDL DIRECT INC$301,1620.02%3,581CommonSOLE
00508Y102AYIACUITY INC$300,3470.02%834CommonSOLE
92276F100VTRVENTAS INC$298,5320.02%3,858CommonSOLE
343498101FLOFLOWERS FOODS INC$297,6220.02%27,355CommonSOLE
49714P108KNSLKINSALE CAP GROUP INC$297,4190.02%760CommonSOLE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$296,9060.02%1,103CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$295,7980.02%3,710CommonSOLE
G4474Y214JHGJANUS HENDERSON GROUP PLC$293,6250.02%6,172CommonSOLE
84790A105SPBSPECTRUM BRANDS HLDGS INC NE$292,9780.02%4,959CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$290,5820.02%1,809CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$290,5010.02%500CommonSOLE
665859104NTRSNORTHERN TR CORP$289,8560.02%2,122CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$288,7910.02%1,314CommonSOLE
92189F692PPHVANECK ETF TRUST$287,5120.02%2,786CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$286,5290.02%3,349CommonSOLE
668771108GENGEN DIGITAL INC$286,3190.02%10,530CommonSOLE
37954Y293MLPXGLOBAL X FDS$286,2750.02%4,729CommonSOLE
74340W103PLDPROLOGIS INC.$285,6390.02%2,237CommonSOLE
74366E102PTGXPROTAGONIST THERAPEUTICS INC$283,9420.02%3,251CommonSOLE
00187Y100APGAPI GROUP CORP$283,3540.02%7,406CommonSOLE
80689H102SNDRSCHNEIDER NATIONAL INC$281,9610.02%10,628CommonSOLE
00214Q104ARKKARK ETF TR$281,8840.02%3,664CommonSOLE
501044101KRKROGER CO$281,1630.02%4,500CommonSOLE
95040Q104WELLWELLTOWER INC$279,6650.02%1,506CommonSOLE
969457100WMBWILLIAMS COS INC$277,0760.02%4,609CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$277,0250.02%1,241CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$274,9660.02%7,431CommonSOLE
464287762IYHISHARES TR$274,3970.02%4,215CommonSOLE
891092108TTCTORO CO$274,3390.02%3,485CommonSOLE
25434V203DFAIDIMENSIONAL ETF TRUST$273,5150.02%7,177CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$273,4320.02%6,801CommonSOLE
974155103WINGWINGSTOP INC$273,2310.02%1,145CommonSOLE
31847R102FAFFIRST AMERN FINL CORP$273,0510.02%4,444CommonSOLE
91347P105OLEDUNIVERSAL DISPLAY CORP$270,5350.02%2,316CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$270,5330.02%1,559CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$270,4960.02%1,041CommonSOLE
05464C101AXONAXON ENTERPRISE INC$269,1990.02%474CommonSOLE
58733R102MELIMERCADOLIBRE INC$268,2710.02%133CommonSOLE
876030107TPRTAPESTRY INC$268,0900.02%2,098CommonSOLE
808524847SCHHSCHWAB STRATEGIC TR$267,6220.02%12,811CommonSOLE
05964H105SANBANCO SANTANDER SA$266,0130.02%22,678CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$265,7440.02%952CommonSOLE
303075105FDSFACTSET RESH SYS INC$265,4850.02%914CommonSOLE
30040W108ESEVERSOURCE ENERGY$265,3640.02%3,941CommonSOLE
34959E109FTNTFORTINET INC$265,0710.02%3,338CommonSOLE
464287630IWNISHARES TR$264,4690.02%1,459CommonSOLE
278642103EBAYEBAY INC.$264,2590.02%3,033CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$263,5370.02%1,297CommonSOLE
920253101VMIVALMONT INDS INC$262,3130.02%652CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$261,9270.02%2,225CommonSOLE
30161N101EXCEXELON CORP$261,3690.02%5,996CommonSOLE
29273V100ETENERGY TRANSFER L P$261,1030.02%15,834CommonSOLE
04621X108AIZASSURANT INC$259,8770.02%1,079CommonSOLE
670100205NVONOVO-NORDISK A S$257,0760.02%5,052CommonSOLE
06738E204BCSBARCLAYS PLC$256,4960.02%10,078CommonSOLE
833445109SNOWSNOWFLAKE INC$256,2540.02%1,168CommonSOLE
46434V621DGROISHARES TR$255,4930.02%3,680CommonSOLE
04010L103ARCCARES CAPITAL CORP$254,7830.02%12,594CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$254,6840.02%572CommonSOLE
115637209BF/BBROWN FORMAN CORP$254,0700.02%9,749CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$253,0510.02%1,119CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$252,7780.02%3,750CommonSOLE
218352102CORTCORCEPT THERAPEUTICS INC$251,7080.02%7,233CommonSOLE
77543R102ROKUROKU INC$251,0460.02%2,314CommonSOLE
45168D104IDXXIDEXX LABS INC$249,7770.02%369CommonSOLE
682189105ONON SEMICONDUCTOR CORP$249,5230.02%4,608CommonSOLE
04351P101ASNDUSDASCENDIS PHARMA A/S$249,4910.02%1,170CommonSOLE
125269100CFCF INDS HLDGS INC$249,1990.02%3,222CommonSOLE
28618M106ESIELEMENT SOLUTIONS INC$248,9500.02%9,962CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$247,8240.02%2,149CommonSOLE
858119100STLDSTEEL DYNAMICS INC$247,4610.02%1,460CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$247,3600.02%645CommonSOLE
70806A106PFLTPENNANTPARK FLOATING RATE CA$247,1200.02%26,658CommonSOLE
617700109MORNMORNINGSTAR INC$246,4590.02%1,134CommonSOLE
92189F353HYEMVANECK ETF TRUST$244,5080.02%12,293CommonSOLE
88579Y101MMM3M CO$244,0930.02%1,524CommonSOLE
871829107SYYSYSCO CORP$242,2470.02%3,288CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$241,2470.02%3,004CommonSOLE
443573100HUBSHUBSPOT INC$240,8570.02%600CommonSOLE
500754106KHCKRAFT HEINZ CO$240,1720.02%9,904CommonSOLE
98419M100XYLXYLEM INC$237,6800.01%1,745CommonSOLE
12504L109CBRECBRE GROUP INC$237,3050.01%1,475CommonSOLE
001084102AGCOAGCO CORP$235,3460.01%2,256CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$234,6260.01%1,863CommonSOLE

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.