MondegarAI
Mach-1 Financial Group, LLC

Q4 2025 · 13F-HR

Mach-1 Financial Group, LLCholdings as filed

Filed 2026-02-06 · accession 0001172661-26-000511

$486.8M
Reported value
296
Positions
2025-12-31
Period end
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The Brief · Mach-1 Financial Group, LLC · Q4 2025

AI · grounded in 13F

Mach-1 Financial Group, LLC closed its position in DGCB, reducing exposure by $47.99M. The fund also exited positions in DFGP and DUHP, totaling $33.61M and $23.46M in sales respectively. On the buy side, the fund established a new position in JCPB worth $26.03M and added FTGS with a $17.44M investment. Additionally, the fund accumulated shares of WMT, increasing its position by 2014.64%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
931142103WMTWALMART INC$26.0M5.35%233,731CommonNONE
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$26.0M5.35%549,833CommonNONE
33733E823FTGSFIRST TR EXCHANGE-TRADED FD$17.4M3.58%493,293CommonNONE
46090E103QQQINVESCO QQQ TR$13.8M2.84%22,489CommonNONE
037833100AAPLAPPLE INC$12.2M2.51%44,951CommonNONE
921937819BIVVANGUARD BD INDEX FDS$11.9M2.45%152,992CommonNONE
67066G104NVDANVIDIA CORPORATION$11.8M2.41%63,009CommonNONE
025072349AVLVAMERICAN CENTY ETF TR$11.6M2.37%152,505CommonNONE
33738D788FTCBFIRST TR EXCHANGE-TRADED FD$11.5M2.36%540,149CommonNONE
33741X102SDVYFIRST TR EXCHANGE-TRADED FD$11.0M2.26%286,966CommonNONE
594918104MSFTMICROSOFT CORP$10.7M2.20%22,132CommonNONE
33738R506RDVYFIRST TR EXCHANGE TRADED FD$10.7M2.19%153,546CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$10.0M2.05%197,688CommonNONE
33740F888UCONFIRST TR EXCHNG TRADED FD VI$9.4M1.93%372,637CommonNONE
78463X848CWISPDR INDEX SHS FDS$8.7M1.78%241,519CommonNONE
336917109FDLFIRST TR EXCHANGE-TRADED FD$8.4M1.72%188,641CommonNONE
023135106AMZNAMAZON COM INC$7.3M1.49%31,492CommonNONE
02079K305GOOGLALPHABET INC$7.1M1.45%22,599CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$6.7M1.37%20,714CommonNONE
33738D796FIIGFIRST TR EXCHANGE-TRADED FD$6.7M1.37%314,282CommonNONE
11135F101AVGOBROADCOM INC$6.0M1.24%17,479CommonNONE
30303M102METAMETA PLATFORMS INC$5.6M1.14%8,414CommonNONE
33738R704AIRRFIRST TR EXCHANGE TRADED FD$5.2M1.08%53,381CommonNONE
25434V203DFAIDIMENSIONAL ETF TRUST$4.5M0.93%119,083CommonNONE
46432F842IEFAISHARES TR$4.5M0.93%50,594CommonNONE
46654Q724HELOJ P MORGAN EXCHANGE TRADED F$4.3M0.88%64,376CommonNONE
532457108LLYELI LILLY & CO$4.1M0.84%3,792CommonNONE
33740F565ILDRFIRST TR EXCHNG TRADED FD VI$4.0M0.83%122,013CommonNONE
949746101WMT2WELLS FARGO CO NEW$3.9M0.79%41,407CommonNONE
17275R102CSCOCISCO SYS INC$3.8M0.79%49,823CommonNONE
478160104JNJJOHNSON & JOHNSON$3.3M0.68%16,008CommonNONE
30231G102XOMEXXON MOBIL CORP$3.3M0.67%27,093CommonNONE
02507A101AVXCAMERICAN CENTY ETF TR$3.2M0.66%50,345CommonNONE
617446448MSMORGAN STANLEY$3.1M0.64%17,493CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$3.1M0.63%4,482CommonNONE
46641Q852JPIBJ P MORGAN EXCHANGE TRADED F$3.1M0.63%62,630CommonNONE
032654105ADIANALOG DEVICES INC$2.9M0.59%10,631CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$2.7M0.56%30,012CommonNONE
580135101MCDMCDONALDS CORP$2.6M0.54%8,636CommonNONE
57636Q104MAMASTERCARD INCORPORATED$2.6M0.54%4,592CommonNONE
92826C839VVISA INC$2.5M0.51%7,025CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.4M0.49%4,741CommonNONE
060505104BACBANK AMERICA CORP$2.3M0.48%42,545CommonNONE
742718109PGPROCTER AND GAMBLE CO$2.3M0.48%16,307CommonNONE
808513105SCHWSCHWAB CHARLES CORP$2.3M0.48%23,198CommonNONE
316092709FIDUFIDELITY COVINGTON TRUST$2.2M0.46%26,961CommonNONE
316092204FDISFIDELITY COVINGTON TRUST$2.2M0.45%21,590CommonNONE
00287Y109ABBVABBVIE INC$2.1M0.42%9,034CommonNONE
942749102WTSWATTS WATER TECHNOLOGIES INC$2.0M0.40%7,065CommonNONE
09789C838XFIVBONDBLOXX ETF TRUST$1.9M0.40%39,350CommonNONE
78464A821MDYGSPDR SERIES TRUST$1.9M0.39%20,576CommonNONE
718172109PMPHILIP MORRIS INTL INC$1.9M0.38%11,624CommonNONE
166764100CVXCHEVRON CORP NEW$1.8M0.37%11,858CommonNONE
464287648IWOISHARES TR$1.8M0.37%5,531CommonNONE
464289479ILTBISHARES TR$1.7M0.36%35,080CommonNONE
316092865FUTYFIDELITY COVINGTON TRUST$1.7M0.36%31,318CommonNONE
46429B267GOVTISHARES TR$1.7M0.35%73,097CommonNONE
20030N101CMCSACOMCAST CORP NEW$1.6M0.33%54,363CommonNONE
78464A839MDYVSPDR SERIES TRUST$1.6M0.33%19,036CommonNONE
316092881FMATFIDELITY COVINGTON TRUST$1.6M0.33%30,287CommonNONE
33939L761SKORFLEXSHARES TR$1.6M0.32%31,725CommonNONE
922908769VTIVANGUARD INDEX FDS$1.5M0.32%4,582CommonNONE
872540109TJXTJX COS INC NEW$1.5M0.31%9,783CommonNONE
747525103QCOMQUALCOMM INC$1.5M0.31%8,760CommonNONE
512807306LRCXLAM RESEARCH CORP$1.4M0.29%8,364CommonNONE
65339F101NEENEXTERA ENERGY INC$1.4M0.29%17,714CommonNONE
040413205ANETARISTA NETWORKS INC$1.4M0.29%10,846CommonNONE
922908736VUGVANGUARD INDEX FDS$1.4M0.29%2,848CommonNONE
H1467J104CBCHUBB LIMITED$1.4M0.28%4,330CommonNONE
701094104PHPARKER-HANNIFIN CORP$1.4M0.28%1,536CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$1.3M0.27%6,259CommonNONE
97717X594IHDGWISDOMTREE TR$1.3M0.27%26,764CommonNONE
464288588MBBISHARES TR$1.3M0.26%13,446CommonNONE
595112103MUMICRON TECHNOLOGY INC$1.3M0.26%4,479CommonNONE
369550108GDGENERAL DYNAMICS CORP$1.2M0.25%3,678CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$1.2M0.25%14,934CommonNONE
548661107LOWLOWES COS INC$1.2M0.25%5,038CommonNONE
254687106DISDISNEY WALT CO$1.2M0.25%10,669CommonNONE
88160R101TSLATESLA INC$1.2M0.24%2,635CommonNONE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$1.2M0.24%34,230CommonNONE
20825C104COPCONOCOPHILLIPS$1.2M0.24%12,486CommonNONE
78464A144SPBOSPDR SERIES TRUST$1.2M0.24%39,751CommonNONE
482480100KLACKLA CORP$1.1M0.23%918CommonNONE
30212P303EXPEEXPEDIA GROUP INC$1.1M0.23%3,928CommonNONE
03831W108APPAPPLOVIN CORP$1.1M0.23%1,639CommonNONE
G5960L103MDTMEDTRONIC PLC$1.1M0.22%11,402CommonNONE
09290D101BLKBLACKROCK INC$1.1M0.22%1,022CommonNONE
00206R102TAT&T INC$1.1M0.22%43,690CommonNONE
751212101RLRALPH LAUREN CORP$1.1M0.22%3,061CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$1.1M0.22%3,985CommonNONE
09789C846XTREBONDBLOXX ETF TRUST$1.1M0.22%21,252CommonNONE
27579R104EWBCEAST WEST BANCORP INC$1.0M0.21%9,292CommonNONE
438516106HONHONEYWELL INTL INC$1.0M0.21%5,340CommonNONE
316092857FRELFIDELITY COVINGTON TRUST$1.0M0.21%38,585CommonNONE
02079K107GOOGALPHABET INC$1.0M0.21%3,226CommonNONE
79466L302CRMSALESFORCE INC$1.0M0.21%3,799CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$987,9220.20%4,613CommonNONE
038336103ATRAPTARGROUP INC$986,0480.20%8,085CommonNONE
191216100KOCOCA COLA CO$964,1270.20%13,790CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$962,9350.20%23,641CommonNONE
031162100AMGNAMGEN INC$960,9430.20%2,935CommonNONE
025072562AVIGAMERICAN CENTY ETF TR$958,6540.20%22,867CommonNONE
002824100ABTABBOTT LABS$940,6780.19%7,508CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$928,5280.19%5,005CommonNONE
038222105AMATAPPLIED MATLS INC$918,7400.19%3,575CommonNONE
33829M101FIVEFIVE BELOW INC$911,2850.19%4,838CommonNONE
45784P101PODDINSULET CORP$898,1980.18%3,160CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$885,1970.18%4,980CommonNONE
384109104GGGGRACO INC$884,0470.18%10,785CommonNONE
78463V107GLDSPDR GOLD TR$880,9990.18%2,223CommonNONE
58933Y105MRKMERCK & CO INC$878,2970.18%8,343CommonNONE
68389X105ORCLORACLE CORP$869,1060.18%4,459CommonNONE
922908363VOOVANGUARD INDEX FDS$866,2170.18%1,380CommonNONE
199908104FIXCOMFORT SYS USA INC$860,4930.18%922CommonNONE
26875P101EOGEOG RES INC$860,4780.18%8,194CommonNONE
87165B103SYFSYNCHRONY FINANCIAL$858,3280.18%10,288CommonNONE
609839105MPWRMONOLITHIC PWR SYS INC$850,1660.17%938CommonNONE
72201Y101PDIPIMCO DYNAMIC INCOME FD$848,2410.17%47,896CommonNONE
78464A409SPYGSPDR SERIES TRUST$830,8830.17%7,787CommonNONE
277276101EGPEASTGROUP PPTYS INC$815,5260.17%4,578CommonNONE
64110L106NFLXNETFLIX INC$788,8030.16%8,413CommonNONE
58506Q109MEDPMEDPACE HLDGS INC$786,8720.16%1,401CommonNONE
33740F805FIXDFIRST TR EXCHNG TRADED FD VI$773,9030.16%17,461CommonNONE
697435105PANWPALO ALTO NETWORKS INC$753,3780.15%4,090CommonNONE
09789C796XTWYBONDBLOXX ETF TRUST$747,2640.15%19,748CommonNONE
907818108UNPUNION PAC CORP$743,5520.15%3,214CommonNONE
172755100CRUSCIRRUS LOGIC INC$735,8850.15%6,210CommonNONE
783549108RRYDER SYS INC$734,5550.15%3,838CommonNONE
876030107TPRTAPESTRY INC$721,2610.15%5,645CommonNONE
33768G107FCFSFIRSTCASH HOLDINGS INC$707,0100.15%4,436CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$702,4340.14%13,022CommonNONE
278642103EBAYEBAY INC.$695,0580.14%7,980CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$687,4620.14%25,060CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$668,4080.14%2,024CommonNONE
33740U752BUFQFIRST TR EXCHNG TRADED FD VI$666,4810.14%18,596CommonNONE
882508104TXNTEXAS INSTRS INC$659,7440.14%3,802CommonNONE
369604301GEGE AEROSPACE$653,6380.13%2,122CommonNONE
16679L109CHWYCHEWY INC$653,4980.13%19,773CommonNONE
665859104NTRSNORTHERN TR CORP$650,8510.13%4,765CommonNONE
88033G407THCTENET HEALTHCARE CORP$644,6480.13%3,244CommonNONE
921932828VIOOVANGUARD ADMIRAL FDS INC$634,4260.13%5,716CommonNONE
78464A854SPYMSPDR SERIES TRUST$630,1960.13%7,855CommonNONE
231021106CMICUMMINS INC$628,3640.13%1,231CommonNONE
30161Q104EXELEXELIXIS INC$623,9200.13%14,235CommonNONE
74758T303QLYSQUALYS INC$621,8390.13%4,679CommonNONE
109641100EATBRINKER INTL INC$612,8300.13%4,270CommonNONE
913903100UHSUNIVERSAL HLTH SVCS INC$605,8770.12%2,779CommonNONE
35137L105FOXAFOX CORP$602,5350.12%8,246CommonNONE
97650W108WTFCWINTRUST FINL CORP$601,9260.12%4,305CommonNONE
G0176J109ALLEALLEGION PLC$588,1590.12%3,694CommonNONE
075887109BDXBECTON DICKINSON & CO$585,9690.12%3,019CommonNONE
06417N103OZKBANK OZK LITTLE ROCK ARK$581,9230.12%12,645CommonNONE
761152107RMDRESMED INC$580,4970.12%2,410CommonNONE
235851102DHRDANAHER CORPORATION$561,3120.12%2,452CommonNONE
533900106LECOLINCOLN ELEC HLDGS INC$561,2360.12%2,342CommonNONE
05329W102ANAUTONATION INC$556,2570.11%2,694CommonNONE
197236102COLBCOLUMBIA BKG SYS INC$551,7330.11%19,740CommonNONE
78464A672SPTISPDR SERIES TRUST$549,9210.11%19,068CommonNONE
097023105BABOEING CO$543,4530.11%2,503CommonNONE
268150109DTDYNATRACE INC$542,0530.11%12,507CommonNONE
33734H106FVDFIRST TR EXCHANGE-TRADED FD$541,4180.11%11,749CommonNONE
34959E109FTNTFORTINET INC$534,1910.11%6,727CommonNONE
902494103TSNTYSON FOODS INC$502,9730.10%8,579CommonNONE
256163106DOCUDOCUSIGN INC$499,9360.10%7,309CommonNONE
03783C100APPFAPPFOLIO INC$499,7320.10%2,148CommonNONE
436893200HOMBHOME BANCSHARES INC$498,3740.10%17,940CommonNONE
688239201OSKOSHKOSH CORP$497,4940.10%3,960CommonNONE
45867G101IDCCINTERDIGITAL INC$496,0360.10%1,558CommonNONE
316188408FLDRFIDELITY MERRIMACK STR TR$492,3040.10%9,801CommonNONE
464287499IWRISHARES TR$479,6890.10%4,981CommonNONE
229899109CFRCULLEN FROST BANKERS INC$474,9900.10%3,751CommonNONE
82889N723AGGHSIMPLIFY EXCHANGE TRADED FUN$466,3600.10%22,529CommonNONE
464285204IAUISHARES GOLD TR$461,1270.09%5,681CommonNONE
859241101STRLSTERLING INFRASTRUCTURE INC$458,7330.09%1,498CommonNONE
92891H606UVIXVS TRUST$452,0150.09%79,162CommonNONE
48251W104KKRKKR & CO INC$439,8050.09%3,450CommonNONE
816851109SRESEMPRA$438,7130.09%4,969CommonNONE
651639106NEMNEWMONT CORP$437,9420.09%4,386CommonNONE
75513E101RTXRTX CORPORATION$426,2220.09%2,324CommonNONE
02209S103MOALTRIA GROUP INC$421,2640.09%7,306CommonNONE
25746U109DDOMINION ENERGY INC$419,4460.09%7,159CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$409,6940.08%1,383CommonNONE
46429B366CMBSISHARES TR$409,2290.08%8,338CommonNONE
103304101BYDBOYD GAMING CORP$408,7260.08%4,795CommonNONE
717081103PFEPFIZER INC$406,2190.08%16,314CommonNONE
922908744VTVVANGUARD INDEX FDS$403,5650.08%2,113CommonNONE
87265H109T86TRI POINTE HOMES INC$401,8100.08%12,768CommonNONE
98978V103ZTSZOETIS INC$395,5770.08%3,144CommonNONE
902973304USBUS BANCORP DEL$393,9910.08%7,383CommonNONE
713448108PEPPEPSICO INC$391,3500.08%2,726CommonNONE
46434V803HEFAISHARES TR$387,4600.08%9,368CommonNONE
345370860FFORD MTR CO$386,2270.08%29,438CommonNONE
281020107EIXEDISON INTL$383,5280.08%6,390CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$382,1730.08%4,497CommonNONE
962879102WPMWHEATON PRECIOUS METALS CORP$379,3230.08%3,227CommonNONE
917047102URBNURBAN OUTFITTERS INC$378,4070.08%5,028CommonNONE
744320102PRUPRUDENTIAL FINL INC$375,6650.08%3,328CommonNONE
009158106APDAIR PRODS & CHEMS INC$373,4940.08%1,512CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$373,0600.08%21,502CommonNONE
33738D408HYLSFIRST TR EXCHANGE-TRADED FD$371,6870.08%8,879CommonNONE
00162Q452AMLPALPS ETF TR$363,3590.07%7,727CommonNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$361,1010.07%3,903CommonNONE
291011104EMREMERSON ELEC CO$358,6090.07%2,702CommonNONE
681919106OMCOMNICOM GROUP INC$357,7230.07%4,430CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$356,4900.07%3,961CommonNONE
174610105CFGCITIZENS FINL GROUP INC$344,9690.07%5,906CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$344,1160.07%8,692CommonNONE
83088M102SWKSSKYWORKS SOLUTIONS INC$339,1800.07%5,349CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$338,1020.07%4,037CommonNONE
78409V104SPGIS&P GLOBAL INC$334,4570.07%640CommonNONE
493267108KEYKEYCORP$330,2610.07%16,001CommonNONE
33739Q705KNGFIRST TR EXCHANGE-TRADED FD$326,6060.07%6,645CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$321,4730.07%3,140CommonNONE
437076102HDHOME DEPOT INC$320,4050.07%931CommonNONE
33738R407FTQIFIRST TR EXCHANGE TRADED FD$318,5520.07%15,300CommonNONE
682680103OKEONEOK INC NEW$315,5360.06%4,293CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$307,3010.06%2,665CommonNONE
30040W108ESEVERSOURCE ENERGY$300,2920.06%4,460CommonNONE
126650100CVSCVS HEALTH CORP$297,6790.06%3,751CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$296,7070.06%520CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$293,2510.06%1,011CommonNONE
372460105GPCGENUINE PARTS CO$292,8910.06%2,382CommonNONE
78468R606SPHYSPDR SERIES TRUST$292,8690.06%12,373CommonNONE
92939U106WECWEC ENERGY GROUP INC$289,5930.06%2,746CommonNONE
128030202CALMCAL MAINE FOODS INC$288,1230.06%3,621CommonNONE
204166102CVLTCOMMVAULT SYS INC$279,6780.06%2,231CommonNONE
494368103KMBKIMBERLY-CLARK CORP$275,4300.06%2,730CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$274,0360.06%1,692CommonNONE
N53745100LYBLYONDELLBASELL INDUSTRIES N$273,3530.06%6,313CommonNONE
7591EP100RFREGIONS FINANCIAL CORP NEW$270,4580.06%9,980CommonNONE
97717X172QHYWISDOMTREE TR$267,1400.05%5,752CommonNONE
370334104GISGENERAL MLS INC$266,9570.05%5,741CommonNONE
464287655IWMISHARES TR$264,6210.05%1,075CommonNONE
92537N108VRTVERTIV HOLDINGS CO$260,1890.05%1,606CommonNONE
90384S303ULTAULTA BEAUTY INC$259,5490.05%429CommonNONE
464287200IVVISHARES TR$257,7110.05%376CommonNONE
922908652VXFVANGUARD INDEX FDS$255,0540.05%1,219CommonNONE
46428Q109SLVISHARES SILVER TR$250,3360.05%3,886CommonNONE
205887102CAGCONAGRA BRANDS INC$248,5370.05%14,358CommonNONE
233331107DTEDTE ENERGY CO$247,3830.05%1,918CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$245,4310.05%2,574CommonNONE
92936U109WPCWP CAREY INC$239,2740.05%3,717CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$238,7180.05%4,808CommonNONE
91913Y100VLOVALERO ENERGY CORP$237,9990.05%1,462CommonNONE
85207K107PSLVSPROTT ASSET MANAGEMENT LP$236,3580.05%9,994CommonNONE
52110M109LAZLAZARD INC$235,6620.05%4,853CommonNONE
921946885VWOBVANGUARD WHITEHALL FDS$235,4070.05%3,490CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$231,6410.05%409CommonNONE
33738D879RDVIFIRST TR EXCHANGE-TRADED FD$231,4110.05%8,819CommonNONE
89832Q109TFCTRUIST FINL CORP$230,1550.05%4,677CommonNONE
337932107FEFIRSTENERGY CORP$228,1480.05%5,096CommonNONE
55306N104MKSIMKS INC.$227,3950.05%1,423CommonNONE
406216101HALHALLIBURTON CO$227,3230.05%8,044CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$227,2580.05%3,953CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$226,1590.05%293CommonNONE
125896100CMSCMS ENERGY CORP$224,4050.05%3,209CommonNONE
052769106ADSKAUTODESK INC$224,0800.05%757CommonNONE
922475108VEEVVEEVA SYS INC$222,5600.05%997CommonNONE
94419L101WWAYFAIR INC$220,0990.05%2,192CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$218,8710.04%249CommonNONE
316773100FITBFIFTH THIRD BANCORP$218,2280.04%4,662CommonNONE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$215,6240.04%888CommonNONE
45337C102INCYINCYTE CORP$215,4170.04%2,181CommonNONE
031100100AMEAMETEK INC$213,1120.04%1,038CommonNONE
007973100AEISADVANCED ENERGY INDS$211,4640.04%1,010CommonNONE
049468101TEAMATLASSIAN CORPORATION$210,2950.04%1,297CommonNONE
29250N105ENBENBRIDGE INC$210,1800.04%4,394CommonNONE
78468R101SPTSSPDR SERIES TRUST$209,7060.04%7,162CommonNONE
23804L103DDOGDATADOG INC$209,1530.04%1,538CommonNONE
680223104ORIOLD REP INTL CORP$208,8940.04%4,577CommonNONE
49845K101KVYOKLAVIYO INC$207,9050.04%6,403CommonNONE
316092501FNCLFIDELITY COVINGTON TRUST$204,7670.04%2,634CommonNONE
460146103IPINTERNATIONAL PAPER CO$204,6700.04%5,196CommonNONE
G8267P108SWSMURFIT WESTROCK PLC$204,5260.04%5,289CommonNONE
45073V108ITTITT INC$204,3950.04%1,178CommonNONE
77543R102ROKUROKU INC$202,4420.04%1,866CommonNONE
N14506104ESTCELASTIC N V$202,0280.04%2,678CommonNONE
91688F104UPWKUPWORK INC$201,9060.04%10,187CommonNONE
989701107ZIONZIONS BANCORPORATION N A$201,2020.04%3,437CommonNONE
G6700G107NVTNVENT ELECTRIC PLC$200,3710.04%1,965CommonNONE
98980F104GTMZOOMINFO TECHNOLOGIES INC$198,9960.04%19,567CommonNONE
71424F105PRPERMIAN RESOURCES CORP$193,9090.04%13,821CommonNONE
440407104HBNCHORIZON BANCORP INC$189,6810.04%11,184CommonNONE
G6674U108NVCRNOVOCURE LTD$189,3730.04%14,646CommonNONE
302492103FLYWFLYWIRE CORPORATION$186,6150.04%13,179CommonNONE
87484T108TALOTALOS ENERGY INC$186,5690.04%16,930CommonNONE
83304A106SNAPSNAP INC$183,8750.04%22,785CommonNONE
05156V102AUPHAURINIA PHARMACEUTICALS INC$181,0010.04%11,348CommonNONE
30260D103FIGSFIGS INC$178,0680.04%15,675CommonNONE
88339P101REALTHE REALREAL INC$178,0620.04%11,284CommonNONE
60741F104MBLYMOBILEYE GLOBAL INC$176,9270.04%16,947CommonNONE
71944F106PHRPHREESIA INC$175,6130.04%10,379CommonNONE
001744101AMNAMN HEALTHCARE SVCS INC$173,5650.04%11,013CommonNONE
21900C308CRMDCORMEDIX INC$173,3450.04%14,905CommonNONE
03784Y200APLEAPPLE HOSPITALITY REIT INC$131,9860.03%11,138CommonNONE
362397101GABGABELLI EQUITY TR INC$65,1240.01%10,555CommonNONE

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.