MondegarAI
Americana Partners, LLC

Q4 2025 · 13F-HR

Americana Partners, LLCholdings as filed

Filed 2026-02-06 · accession 0001172661-26-000527

$3.64B
Reported value
476
Positions
2025-12-31
Period end
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The Brief · Americana Partners, LLC · Q4 2025

AI · grounded in 13F

Americana Partners, LLC significantly increased its stake in JEPI by 992.27%. The fund also added a new position in IRM valued at $20.02M and grew its holdings in IWF by 44.93%. On the selling side, the fund trimmed its position in PLTR by 35.80% and closed its position in XJAN, resulting in a $6.33M reduction.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$222.9M6.12%460,905CommonNONE
037833100AAPLAPPLE INC$158.2M4.34%582,088CommonNONE
092528603BINCBLACKROCK ETF TRUST II$112.1M3.08%2,124,508CommonNONE
464287614IWFISHARES TR$87.0M2.39%183,774CommonNONE
67066G104NVDANVIDIA CORPORATION$74.1M2.03%397,110CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$72.1M1.98%2,247,462CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$70.2M1.93%217,799CommonNONE
11135F101AVGOBROADCOM INC$69.7M1.91%201,342CommonNONE
023135106AMZNAMAZON COM INC$69.3M1.90%300,422CommonNONE
02079K305GOOGLALPHABET INC$67.9M1.87%217,091CommonNONE
00287Y109ABBVABBVIE INC$61.9M1.70%271,111CommonNONE
78464A854SPYMSPDR SERIES TRUST$58.8M1.62%733,516CommonNONE
30231G102XOMEXXON MOBIL CORP$53.8M1.48%447,042CommonNONE
931142103WMTWALMART INC$53.4M1.46%478,992CommonNONE
29273V100ETENERGY TRANSFER L P$52.5M1.44%3,186,247CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$49.7M1.36%167,699CommonNONE
G29183103ETNEATON CORP PLC$48.8M1.34%153,207CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$48.3M1.33%83,366CommonNONE
464288679SHVISHARES TR$45.3M1.24%411,460CommonNONE
464287598IWDISHARES TR$43.6M1.20%207,378CommonNONE
464288620USIGISHARES TR$42.0M1.15%811,715CommonNONE
45782C367IAPRINNOVATOR ETFS TRUST$42.0M1.15%1,361,198CommonNONE
478160104JNJJOHNSON & JOHNSON$40.8M1.12%197,070CommonNONE
55336V100MPLXMPLX LP$40.6M1.11%760,306CommonNONE
166764100CVXCHEVRON CORP NEW$40.2M1.10%264,006CommonNONE
46641Q167JAVAJ P MORGAN EXCHANGE TRADED F$39.1M1.07%545,212CommonNONE
75513E101RTXRTX CORPORATION$37.0M1.01%201,517CommonNONE
532457108LLYELI LILLY & CO$35.7M0.98%33,243CommonNONE
38149W622GPIXGOLDMAN SACHS ETF TR$34.0M0.93%644,407CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$32.9M0.90%48,191CommonNONE
30303M102METAMETA PLATFORMS INC$31.0M0.85%46,929CommonNONE
780087102RYROYAL BK CDA$30.6M0.84%179,519CommonNONE
49456B101KMIKINDER MORGAN INC DEL$29.9M0.82%1,087,396CommonNONE
78464A649SPABSPDR SERIES TRUST$28.8M0.79%1,119,972CommonNONE
92826C839VVISA INC$28.1M0.77%80,045CommonNONE
969457100WMBWILLIAMS COS INC$27.4M0.75%455,136CommonNONE
438516106HONHONEYWELL INTL INC$27.2M0.75%139,627CommonNONE
097023105BABOEING CO$27.1M0.74%124,738CommonNONE
718172109PMPHILIP MORRIS INTL INC$25.4M0.70%158,553CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$25.2M0.69%114,868CommonNONE
172967424CCITIGROUP INC$23.7M0.65%203,005CommonNONE
580135101MCDMCDONALDS CORP$23.5M0.65%76,912CommonNONE
58933Y105MRKMERCK & CO INC$23.2M0.64%220,405CommonNONE
009158106APDAIR PRODS & CHEMS INC$22.3M0.61%90,477CommonNONE
369604301GEGE AEROSPACE$21.9M0.60%71,057CommonNONE
46431W507NEARISHARES U S ETF TR$21.5M0.59%420,219CommonNONE
02079K107GOOGALPHABET INC$21.4M0.59%68,339CommonNONE
682680103OKEONEOK INC NEW$20.6M0.56%280,018CommonNONE
46434V738IEURISHARES TR$20.5M0.56%289,136CommonNONE
149123101CATCATERPILLAR INC$20.2M0.55%35,218CommonNONE
46284V101IRMIRON MTN INC DEL$20.0M0.55%241,349CommonNONE
717081103PFEPFIZER INC$19.9M0.55%797,814CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$19.0M0.52%21,615CommonNONE
00206R102TAT&T INC$18.6M0.51%747,956CommonNONE
785688102SBRSABINE RTY TR$18.5M0.51%269,933CommonNONE
780259305SHELSHELL PLC$18.0M0.49%244,931CommonNONE
922908363VOOVANGUARD INDEX FDS$18.0M0.49%28,693CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$17.3M0.48%302,296CommonNONE
713448108PEPPEPSICO INC$16.8M0.46%117,363CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$16.6M0.45%406,432CommonNONE
437076102HDHOME DEPOT INC$16.2M0.45%47,116CommonNONE
17275R102CSCOCISCO SYS INC$16.0M0.44%208,284CommonNONE
949746101WMT2WELLS FARGO CO NEW$14.9M0.41%160,373CommonNONE
539830109LMTLOCKHEED MARTIN CORP$14.6M0.40%30,220CommonNONE
87612G101TRGPTARGA RES CORP$14.2M0.39%77,178CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$14.2M0.39%16,457CommonNONE
922908744VTVVANGUARD INDEX FDS$12.6M0.35%66,167CommonNONE
81762P102NOWSERVICENOW INC$12.6M0.35%82,151CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$12.4M0.34%40,826CommonNONE
78464A763SDYSPDR SERIES TRUST$12.4M0.34%89,017CommonNONE
N07059210ASMLASML HOLDING N V$12.3M0.34%11,502CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$12.3M0.34%27,133CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$11.9M0.33%66,836CommonNONE
808513105SCHWSCHWAB CHARLES CORP$11.5M0.32%115,106CommonNONE
33740U638XFEBFIRST TR EXCHNG TRADED FD VI$11.4M0.31%320,062CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$11.4M0.31%211,328CommonNONE
33740F441GMAYFIRST TR EXCHNG TRADED FD VI$11.2M0.31%271,134CommonNONE
82657M105SGHTSIGHT SCIENCES INC$10.9M0.30%1,378,980CommonNONE
46090E103QQQINVESCO QQQ TR$10.6M0.29%17,238CommonNONE
726503105PAAPLAINS ALL AMERN PIPELINE L$10.4M0.29%578,541CommonNONE
G54950103LINLINDE PLC$10.2M0.28%23,904CommonNONE
46434G822EWJISHARES INC$9.9M0.27%122,234CommonNONE
45783Y673SFLRINNOVATOR ETFS TRUST$9.6M0.26%260,323CommonNONE
57636Q104MAMASTERCARD INCORPORATED$9.3M0.25%16,247CommonNONE
055622104BPBP PLC$9.1M0.25%262,644CommonNONE
61774A103MSDLMORGAN STANLEY DIRECT LENDIN$9.1M0.25%551,776CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$8.9M0.25%17,776CommonNONE
464287432TLTISHARES TR$8.7M0.24%99,530CommonNONE
29250N105ENBENBRIDGE INC$8.6M0.24%179,922CommonNONE
654106103NKENIKE INC$8.5M0.23%133,667CommonNONE
68389X105ORCLORACLE CORP$8.5M0.23%43,649CommonNONE
33740U653GAUGFIRST TR EXCHNG TRADED FD VI$8.5M0.23%215,961CommonNONE
33740F474XMARFIRST TR EXCHNG TRADED FD VI$8.4M0.23%211,509CommonNONE
032095101APHAMPHENOL CORP NEW$8.4M0.23%62,484CommonNONE
854502101SWKSTANLEY BLACK & DECKER INC$8.4M0.23%113,260CommonNONE
615369105MCOMOODYS CORP$8.4M0.23%16,443CommonNONE
78409V104SPGIS&P GLOBAL INC$8.1M0.22%15,477CommonNONE
697435105PANWPALO ALTO NETWORKS INC$8.0M0.22%43,189CommonNONE
82509L107SHOPSHOPIFY INC$7.9M0.22%49,308CommonNONE
191216100KOCOCA COLA CO$7.7M0.21%110,372CommonNONE
00724F101ADBEADOBE INC$7.7M0.21%22,041CommonNONE
461202103INTUINTUIT$7.5M0.21%11,381CommonNONE
464287804IJRISHARES TR$7.5M0.21%62,636CommonNONE
33740U661GJULFIRST TR EXCHNG TRADED FD VI$7.2M0.20%174,410CommonNONE
064149107BNSBANK NOVA SCOTIA HALIFAX$6.9M0.19%93,600CommonNONE
922908553VNQVANGUARD INDEX FDS$6.8M0.19%77,182CommonNONE
46434G103IEMGISHARES INC$6.8M0.19%100,915CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$6.7M0.18%82,384CommonNONE
69374H881COWZPACER FDS TR$6.6M0.18%109,266CommonNONE
194162103CLCOLGATE PALMOLIVE CO$6.5M0.18%82,000CommonNONE
958669103WESWESTERN MIDSTREAM PARTNERS L$6.4M0.17%161,047CommonNONE
33740U711GSEPFIRST TR EXCHNG TRADED FD VI$6.3M0.17%161,751CommonNONE
428103105HESMHESS MIDSTREAM LP$6.1M0.17%178,028CommonNONE
742718109PGPROCTER AND GAMBLE CO$6.1M0.17%42,703CommonNONE
548661107LOWLOWES COS INC$5.8M0.16%24,257CommonNONE
464287671IUSGISHARES TR$5.8M0.16%34,482CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$5.7M0.16%17,394CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$5.7M0.16%91,120CommonNONE
F92124100TTETOTALENERGIES SE$5.7M0.16%86,367CommonNONE
031162100AMGNAMGEN INC$5.6M0.15%17,085CommonNONE
84265V105SCCOSOUTHERN COPPER CORP$5.6M0.15%38,828CommonNONE
500754106KHCKRAFT HEINZ CO$5.5M0.15%228,388CommonNONE
806857108SLBSLB LIMITED$5.5M0.15%144,246CommonNONE
464287200IVVISHARES TR$5.4M0.15%7,836CommonNONE
025816109AXPAMERICAN EXPRESS CO$5.2M0.14%14,168CommonNONE
33740U687GNOVFIRST TR EXCHNG TRADED FD VI$5.2M0.14%131,658CommonNONE
97717X594IHDGWISDOMTREE TR$5.1M0.14%105,246CommonNONE
40434L105HPQHP INC$5.1M0.14%228,675CommonNONE
33740F458GAPRFIRST TR EXCHNG TRADED FD VI$5.0M0.14%125,665CommonNONE
617446448MSMORGAN STANLEY$5.0M0.14%28,242CommonNONE
45783Y350IFEBINNOVATOR ETFS TRUST$5.0M0.14%164,145CommonNONE
22052L104CTVACORTEVA INC$4.9M0.14%73,648CommonNONE
922908629VOVANGUARD INDEX FDS$4.9M0.13%16,806CommonNONE
345370860FFORD MTR CO$4.9M0.13%370,125CommonNONE
00039J889TAFMAB ACTIVE ETFS INC$4.8M0.13%190,402CommonNONE
33740F433GJUNFIRST TR EXCHNG TRADED FD VI$4.8M0.13%121,027CommonNONE
33740U679GDECFIRST TR EXCHNG TRADED FD VI$4.8M0.13%126,519CommonNONE
33740U695GOCTFIRST TR EXCHNG TRADED FD VI$4.7M0.13%119,842CommonNONE
46436E718SGOVISHARES TR$4.6M0.13%46,075CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$4.6M0.13%17,760CommonNONE
23331A109DHID R HORTON INC$4.6M0.12%31,593CommonNONE
803054204SAPSAP SE$4.5M0.12%18,564CommonNONE
45783Y293IMAYINNOVATOR ETFS TRUST$4.5M0.12%149,360CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$4.4M0.12%36,485CommonNONE
69344A107PULSPGIM ETF TR$4.4M0.12%89,435CommonNONE
46436E858IBTGISHARES TR$4.4M0.12%192,574CommonNONE
72651A207PAGPPLAINS GP HLDGS L P$4.4M0.12%228,717CommonNONE
235851102DHRDANAHER CORPORATION$4.3M0.12%18,891CommonNONE
002824100ABTABBOTT LABS$4.3M0.12%34,240CommonNONE
404280406HSBCHSBC HLDGS PLC$4.3M0.12%54,482CommonNONE
55354G100MSCIMSCI INC$4.3M0.12%7,458CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$4.3M0.12%7,520CommonNONE
87807B107TRPTC ENERGY CORP$4.2M0.12%76,850CommonNONE
78463V107GLDSPDR GOLD TR$4.2M0.11%10,527CommonNONE
00162Q452AMLPALPS ETF TR$4.1M0.11%87,410CommonNONE
464287622IWBISHARES TR$4.1M0.11%10,930CommonNONE
20825C104COPCONOCOPHILLIPS$4.1M0.11%43,319CommonNONE
09261X102BXSLBLACKSTONE SECD LENDING FD$4.0M0.11%152,009CommonNONE
58733R102MELIMERCADOLIBRE INC$4.0M0.11%1,985CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$3.9M0.11%8,412CommonNONE
64110L106NFLXNETFLIX INC$3.8M0.10%40,702CommonNONE
907818108UNPUNION PAC CORP$3.8M0.10%16,335CommonNONE
670100205NVONOVO-NORDISK A S$3.6M0.10%70,807CommonNONE
45783Y145IAUGINNOVATOR ETFS TRUST$3.6M0.10%126,455CommonNONE
253868103DLRDIGITAL RLTY TR INC$3.6M0.10%23,036CommonNONE
66987V109NVSNOVARTIS AG$3.4M0.09%24,964CommonNONE
464287655IWMISHARES TR$3.4M0.09%13,872CommonNONE
09290D101BLKBLACKROCK INC$3.4M0.09%3,132CommonNONE
80004C200SNDKSANDISK CORP$3.3M0.09%14,025CommonNONE
922908751VBVANGUARD INDEX FDS$3.3M0.09%12,878CommonNONE
64361Q101VNOMVIPER ENERGY INC$3.3M0.09%85,446CommonNONE
45783Y343IMARINNOVATOR ETFS TRUST$3.2M0.09%108,659CommonNONE
892331307TMTOYOTA MOTOR CORP$3.2M0.09%14,746CommonNONE
45782C524IJANINNOVATOR ETFS TRUST$3.1M0.08%84,590CommonNONE
45168D104IDXXIDEXX LABS INC$3.1M0.08%4,520CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$3.0M0.08%14,238CommonNONE
882508104TXNTEXAS INSTRS INC$3.0M0.08%17,369CommonNONE
402635502GPORGULFPORT ENERGY CORP$3.0M0.08%14,446CommonNONE
45782C722IJULINNOVATOR ETFS TRUST$3.0M0.08%89,614CommonNONE
26614N102DDDUPONT DE NEMOURS INC$3.0M0.08%73,753CommonNONE
68235P108OGSONE GAS INC$2.9M0.08%37,755CommonNONE
718546104PSXPHILLIPS 66$2.9M0.08%22,087CommonNONE
009066101ABNBAIRBNB INC$2.8M0.08%20,909CommonNONE
464288414MUBISHARES TR$2.8M0.08%26,469CommonNONE
922908736VUGVANGUARD INDEX FDS$2.8M0.08%5,681CommonNONE
060505104BACBANK AMERICA CORP$2.8M0.08%50,287CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$2.6M0.07%26,147CommonNONE
45783Y533ISEPINNOVATOR ETFS TRUST$2.5M0.07%77,460CommonNONE
744320102PRUPRUDENTIAL FINL INC$2.5M0.07%22,230CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$2.5M0.07%9,276CommonNONE
88160R101TSLATESLA INC$2.4M0.07%5,406CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$2.4M0.06%15,706CommonNONE
458140100INTCINTEL CORP$2.3M0.06%63,495CommonNONE
46434V613IUSBISHARES TR$2.3M0.06%50,068CommonNONE
65339F101NEENEXTERA ENERGY INC$2.3M0.06%29,011CommonNONE
372284208GNEGENIE ENERGY LTD$2.3M0.06%165,355CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$2.3M0.06%3CommonNONE
464285204IAUISHARES GOLD TR$2.2M0.06%27,609CommonNONE
092528801IVVBBLACKROCK ETF TRUST II$2.2M0.06%67,590CommonNONE
922908538VOTVANGUARD INDEX FDS$2.2M0.06%7,755CommonNONE
56501R106MFCMANULIFE FINL CORP$2.1M0.06%59,081CommonNONE
842587107SOSOUTHERN CO$2.1M0.06%24,551CommonNONE
237194105DRIDARDEN RESTAURANTS INC$2.1M0.06%11,616CommonNONE
45783Y459INOVINNOVATOR ETFS TRUST$2.1M0.06%61,762CommonNONE
595112103MUMICRON TECHNOLOGY INC$2.1M0.06%7,425CommonNONE
464287465EFAISHARES TR$2.1M0.06%21,746CommonNONE
48133Q309AMJBJPMORGAN CHASE FINL CO LLC$2.1M0.06%68,549CommonNONE
37954Y343MLPAGLOBAL X FDS$2.0M0.06%41,945CommonNONE
N00985106AERAERCAP HOLDINGS NV$2.0M0.06%13,955CommonNONE
464287499IWRISHARES TR$2.0M0.05%20,760CommonNONE
98978V103ZTSZOETIS INC$2.0M0.05%15,643CommonNONE
254687106DISDISNEY WALT CO$2.0M0.05%17,230CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$2.0M0.05%13,585CommonNONE
038222105AMATAPPLIED MATLS INC$2.0M0.05%7,593CommonNONE
464287739IYRISHARES TR$1.9M0.05%20,644CommonNONE
040413205ANETARISTA NETWORKS INC$1.9M0.05%14,491CommonNONE
45783Y426IDECINNOVATOR ETFS TRUST$1.9M0.05%58,471CommonNONE
92189F106GDXVANECK ETF TRUST$1.9M0.05%21,892CommonNONE
45782C631IOCTINNOVATOR ETFS TRUST$1.9M0.05%53,495CommonNONE
747525103QCOMQUALCOMM INC$1.8M0.05%10,576CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$1.8M0.05%12,762CommonNONE
36828A101GEVGE VERNOVA INC$1.8M0.05%2,743CommonNONE
78468R663BILSPDR SERIES TRUST$1.7M0.05%19,136CommonNONE
09262F100ECATBLACKROCK ESG CAP ALLC TERM$1.7M0.05%112,105CommonNONE
260557103DOWDOW INC$1.7M0.05%73,681CommonNONE
872590104TMUST-MOBILE US INC$1.7M0.05%8,466CommonNONE
855244109SBUXSTARBUCKS CORP$1.7M0.05%20,241CommonNONE
88579Y101MMM3M CO$1.7M0.05%10,583CommonNONE
904767803ULUNILEVER PLC$1.7M0.05%25,758CommonNONE
09225M101BSMBLACK STONE MINERALS L P$1.7M0.05%126,427CommonNONE
45783Y285IJUNINNOVATOR ETFS TRUST$1.6M0.04%55,855CommonNONE
92206C714VONVVANGUARD SCOTTSDALE FDS$1.6M0.04%17,405CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$1.6M0.04%30,708CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$1.5M0.04%31,022CommonNONE
958102105WDCWESTERN DIGITAL CORP$1.5M0.04%8,938CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$1.5M0.04%10,631CommonNONE
448947507IDTIDT CORP$1.5M0.04%29,166CommonNONE
92206C706VGITVANGUARD SCOTTSDALE FDS$1.5M0.04%24,785CommonNONE
N53745100LYBLYONDELLBASELL INDUSTRIES N$1.5M0.04%34,292CommonNONE
49177J102KVUEKENVUE INC$1.5M0.04%84,065CommonNONE
921932505VOOGVANGUARD ADMIRAL FDS INC$1.4M0.04%3,251CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$1.4M0.04%32,189CommonNONE
14040H105COFCAPITAL ONE FINL CORP$1.4M0.04%5,923CommonNONE
642045108AESIATLAS ENERGY SOLUTIONS INC$1.4M0.04%151,161CommonNONE
512807306LRCXLAM RESEARCH CORP$1.4M0.04%8,191CommonNONE
92204A702VGTVANGUARD WORLD FD$1.4M0.04%1,849CommonNONE
G0403H108AONAON PLC$1.4M0.04%3,932CommonNONE
81617J301WTTRSELECT WATER SOLUTIONS INC$1.4M0.04%130,169CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$1.4M0.04%18,459CommonNONE
464287226AGGISHARES TR$1.3M0.04%13,335CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$1.3M0.04%4,481CommonNONE
767204100RIORIO TINTO PLC$1.3M0.04%16,108CommonNONE
71424F105PRPERMIAN RESOURCES CORP$1.3M0.04%91,378CommonNONE
126408103CSXCSX CORP$1.3M0.04%35,220CommonNONE
278865100ECLECOLAB INC$1.3M0.03%4,788CommonNONE
25820R105DMLPDORCHESTER MINERALS LP$1.3M0.03%56,126CommonNONE
72201Y101PDIPIMCO DYNAMIC INCOME FD$1.3M0.03%70,675CommonNONE
01973R101ALSNALLISON TRANSMISSION HLDGS I$1.2M0.03%12,683CommonNONE
97717W208DHSWISDOMTREE TR$1.2M0.03%12,150CommonNONE
571903202MARMARRIOTT INTL INC NEW$1.2M0.03%3,922CommonNONE
464287309IVWISHARES TR$1.2M0.03%9,595CommonNONE
89679E300TFINTRIUMPH FINANCIAL INC$1.2M0.03%18,757CommonNONE
494368103KMBKIMBERLY-CLARK CORP$1.1M0.03%11,356CommonNONE
43114Q105HPKHIGHPEAK ENERGY INC$1.1M0.03%241,172CommonNONE
25434V807DFIVDIMENSIONAL ETF TRUST$1.1M0.03%22,697CommonNONE
78463X475SPGMSPDR INDEX SHS FDS$1.1M0.03%14,521CommonNONE
291011104EMREMERSON ELEC CO$1.1M0.03%8,376CommonNONE
69355M107PDOPIMCO DYNAMIC INCOME OPRNTS$1.1M0.03%79,317CommonNONE
921910840MGVVANGUARD WORLD FD$1.1M0.03%7,594CommonNONE
33740U588JUNMFIRST TR EXCHNG TRADED FD VI$1.1M0.03%31,130CommonNONE
863667101SYKSTRYKER CORPORATION$1.0M0.03%2,982CommonNONE
921910816MGKVANGUARD WORLD FD$1.0M0.03%2,467CommonNONE
464288588MBBISHARES TR$1.0M0.03%10,544CommonNONE
921937835BNDVANGUARD BD INDEX FDS$970,4650.03%13,102CommonNONE
46432F339QUALISHARES TR$952,7800.03%4,797CommonNONE
78464A409SPYGSPDR SERIES TRUST$897,8810.02%8,415CommonNONE
59156R108METMETLIFE INC$890,1350.02%11,276CommonNONE
921937827BSVVANGUARD BD INDEX FDS$885,9820.02%11,242CommonNONE
09290C103DYNFBLACKROCK ETF TRUST$876,0290.02%14,406CommonNONE
464287408IVEISHARES TR$873,9400.02%4,121CommonNONE
297602104ETDETHAN ALLEN INTERIORS INC$866,8450.02%37,953CommonNONE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$850,7230.02%11,207CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$847,6760.02%6,734CommonNONE
101121101BXPBXP INC$845,9290.02%12,536CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$839,5670.02%7,011CommonNONE
G6683N103NUNU HLDGS LTD$798,4650.02%47,698CommonNONE
497266106KEXKIRBY CORP$770,8190.02%6,996CommonNONE
464288885EFGISHARES TR$765,4280.02%6,719CommonNONE
09260D107BXBLACKSTONE INC$757,5980.02%4,915CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$741,0380.02%13,530CommonNONE
92556V106VTRSVIATRIS INC$738,8350.02%59,344CommonNONE
04010L103ARCCARES CAPITAL CORP$738,3950.02%36,500CommonNONE
354613101BENFRANKLIN RESOURCES INC$737,5030.02%30,871CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$735,9770.02%1,891CommonNONE
231021106CMICUMMINS INC$729,9440.02%1,430CommonNONE
369550108GDGENERAL DYNAMICS CORP$729,2060.02%2,166CommonNONE
835699307SONYSONY GROUP CORP$723,3020.02%28,254CommonNONE
31620R303FNFFIDELITY NATIONAL FINANCIAL$715,0450.02%13,098CommonNONE
464287457SHYISHARES TR$701,9000.02%8,475CommonNONE
16411Q101CQPCHENIERE ENERGY PARTNERS LP$690,1060.02%12,904CommonNONE
33740U554SEPMFIRST TR EXCHNG TRADED FD VI$674,5120.02%21,207CommonNONE
74276L105PRCTPROCEPT BIOROBOTICS CORP$674,0310.02%21,425CommonNONE
147528103CASYCASEYS GEN STORES INC$663,2520.02%1,200CommonNONE
69344A834PAAAPGIM ETF TR$652,7960.02%12,735CommonNONE
45857P806IHGINTERCONTINENTAL HOTELS GROU$645,9870.02%4,587CommonNONE
03990B101ARESARES MANAGEMENT CORPORATION$621,6290.02%3,846CommonNONE
464288257ACWIISHARES TR$619,8680.02%4,381CommonNONE
858927106STELSTELLAR BANCORP INC$611,4670.02%19,763CommonNONE
427096508HTGCHERCULES CAPITAL INC$606,9450.02%32,250CommonNONE
33738D101EMLPFIRST TR EXCHANGE-TRADED FD$606,5780.02%16,017CommonNONE
70432V102PAYCPAYCOM SOFTWARE INC$606,5240.02%3,806CommonNONE
19248A109UTFCOHEN & STEERS INFRASTRUCTUR$602,9910.02%25,010CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$600,0750.02%2,179CommonNONE
55405Y100MTSIMACOM TECH SOLUTIONS HLDGS I$599,4800.02%3,500CommonNONE
015271109AREALEXANDRIA REAL ESTATE EQ IN$591,2850.02%12,082CommonNONE
026874784AIGAMERICAN INTL GROUP INC$586,7870.02%6,859CommonNONE
244199105DEDEERE & CO$579,1690.02%1,244CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$574,6340.02%3,548CommonNONE
205768302CRKCOMSTOCK RES INC$574,3620.02%24,778CommonNONE
871607107SNPSSYNOPSYS INC$568,3610.02%1,210CommonNONE
922908769VTIVANGUARD INDEX FDS$562,2480.02%1,677CommonNONE
33740F136OCTMFIRST TR EXCHNG TRADED FD VI$539,8970.01%16,533CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$538,1390.01%5,900CommonNONE
922042874VGKVANGUARD INTL EQUITY INDEX F$520,4720.01%6,225CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$514,1120.01%96CommonNONE
922475108VEEVVEEVA SYS INC$502,9370.01%2,253CommonNONE
78464A847SPMDSPDR SERIES TRUST$499,8570.01%8,632CommonNONE
92204A108VCRVANGUARD WORLD FD$497,9830.01%1,264CommonNONE
22160N109CSGPCOSTAR GROUP INC$496,0970.01%7,378CommonNONE
94106L109WMWASTE MGMT INC DEL$494,2350.01%2,249CommonNONE
92537N108VRTVERTIV HOLDINGS CO$487,4880.01%3,009CommonNONE
38173M102GBDCGOLUB CAP BDC INC$487,3670.01%35,915CommonNONE
45104G104IBNICICI BANK LIMITED$486,9620.01%16,341CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$483,2030.01%3,115CommonNONE
911363109URIUNITED RENTALS INC$480,7360.01%594CommonNONE
191241108KOFCOCA-COLA FEMSA SAB DE CV$479,0430.01%5,058CommonNONE
25434V724DFUVDIMENSIONAL ETF TRUST$476,2900.01%10,223CommonNONE
56585A102MPCMARATHON PETE CORP$475,6890.01%2,925CommonNONE
20030N101CMCSACOMCAST CORP NEW$474,1150.01%15,862CommonNONE
26875P101EOGEOG RES INC$469,1960.01%4,468CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$468,8560.01%3,983CommonNONE
46429B267GOVTISHARES TR$450,0010.01%19,544CommonNONE
464287663IUSVISHARES TR$448,7150.01%4,376CommonNONE
824348106SHWSHERWIN WILLIAMS CO$446,1890.01%1,377CommonNONE
452308109ITWILLINOIS TOOL WKS INC$440,8160.01%1,790CommonNONE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$439,7750.01%6,155CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$438,8010.01%4,602CommonNONE
042068205ARMARM HOLDINGS PLC$438,4420.01%4,011CommonNONE
036752103ELVELEVANCE HEALTH INC FORMERLY$437,8370.01%1,249CommonNONE
92206C664VTWOVANGUARD SCOTTSDALE FDS$428,6330.01%4,307CommonNONE
87241L109TFIITFI INTL INC$425,6990.01%4,119CommonNONE
464288877EFVISHARES TR$422,0330.01%5,910CommonNONE
33740U422FEBMFIRST TR EXCHNG TRADED FD VI$421,8700.01%13,888CommonNONE
464287721IYWISHARES TR$421,5240.01%2,111CommonNONE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$418,6370.01%6,124CommonNONE
00217D100ASTSAST SPACEMOBILE INC$415,2980.01%5,718CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$414,9730.01%7,719CommonNONE
37733W204GSKGSK PLC$414,3880.01%8,450CommonNONE
02072Q887EMPBEA SERIES TRUST$406,2910.01%14,091CommonNONE
78464A672SPTISPDR SERIES TRUST$405,2600.01%14,052CommonNONE
893641100TDGTRANSDIGM GROUP INC$393,6350.01%296CommonNONE
48251W104KKRKKR & CO INC$390,4710.01%3,063CommonNONE
778296103ROSTROSS STORES INC$389,8230.01%2,164CommonNONE
165167735EXEEXPAND ENERGY CORPORATION$388,9090.01%3,524CommonNONE
33740U497DECMFIRST TR EXCHNG TRADED FD VI$377,1670.01%11,483CommonNONE
78463X202FEZSPDR INDEX SHS FDS$368,9550.01%5,730CommonNONE
78464A508SPYVSPDR SERIES TRUST$367,9630.01%6,477CommonNONE
256163106DOCUDOCUSIGN INC$365,0510.01%5,337CommonNONE
456788108INFYINFOSYS LTD$364,5970.01%20,460CommonNONE
556269108SHOOMADDEN STEVEN LTD$363,1840.01%8,722CommonNONE
594972408MSTRSTRATEGY INC$360,4250.01%2,372CommonNONE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$358,4270.01%1,764CommonNONE
770700102HOODROBINHOOD MKTS INC$355,2470.01%3,141CommonNONE
92189H631TRUTVANECK ETF TRUST$354,1410.01%13,378CommonNONE
46137V233XLGINVESCO EXCHANGE TRADED FD T$352,9530.01%5,954CommonNONE
33740U562AUGMFIRST TR EXCHNG TRADED FD VI$351,2730.01%10,323CommonNONE
833445109SNOWSNOWFLAKE INC$350,9760.01%1,600CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$350,6460.01%6,636CommonNONE
H5919C104ONONON HLDG AG$348,4140.01%7,496CommonNONE
552953101MGMMGM RESORTS INTERNATIONAL$343,6630.01%9,418CommonNONE
18915M107NETCLOUDFLARE INC$342,8440.01%1,739CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$340,2380.01%8,432CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$338,0580.01%6,656CommonNONE
142152107CAICARIS LIFE SCIENCES INC$335,4420.01%12,433CommonNONE
902252105TYLTYLER TECHNOLOGIES INC$334,1070.01%736CommonNONE
33734X143FXHFIRST TR EXCHANGE TRADED FD$332,1230.01%2,918CommonNONE
11271J107BNBROOKFIELD CORP$330,0410.01%7,192CommonNONE
47103U852JMBSJANUS DETROIT STR TR$326,3640.01%7,143CommonNONE
90290N109USACUSA COMPRESSION PARTNERS LP$323,5870.01%14,069CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$323,4840.01%5,541CommonNONE
92189F676SMHVANECK ETF TRUST$321,2360.01%892CommonNONE
464287101OEFISHARES TR$319,3050.01%931CommonNONE
143658300CCL1EURCARNIVAL CORP$319,0820.01%10,448CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$314,8310.01%12,003CommonNONE
92204A405VFHVANGUARD WORLD FD$314,8110.01%2,358CommonNONE
60937P106MDBMONGODB INC$314,7680.01%750CommonNONE
74762E102QUREQUANTA SVCS INC$314,4350.01%745CommonNONE
464288182AAXJISHARES TR$313,6280.01%3,368CommonNONE
02209S103MOALTRIA GROUP INC$309,7500.01%5,372CommonNONE
N97284108NBISNEBIUS GROUP N.V.$303,9330.01%3,631CommonNONE
464288646IGSBISHARES TR$302,9500.01%5,729CommonNONE
88224A102TXSTEXAS CAPITAL FUNDS TRUST$300,3980.01%8,450CommonNONE
853606101SLISTANDARD LITHIUM LTD$298,0010.01%66,667CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$297,6890.01%3,408CommonNONE
49714P108KNSLKINSALE CAP GROUP INC$296,4690.01%758CommonNONE
46428Q109SLVISHARES SILVER TR$296,3320.01%4,600CommonNONE
58155Q103MCKMCKESSON CORP$296,1250.01%361CommonNONE
98980L101ZNGAZOOM COMMUNICATIONS INC$291,8330.01%3,382CommonNONE
872540109TJXTJX COS INC NEW$282,0280.01%1,836CommonNONE
00215W100ASXASE TECHNOLOGY HLDG CO LTD$280,9610.01%17,451CommonNONE
464289438IWYISHARES TR$280,5400.01%1,013CommonNONE
16115Q308GTLSCHART INDS INC$277,3790.01%1,345CommonNONE
464288281EMBISHARES TR$275,1680.01%2,858CommonNONE
33739H101FTGCFIRST TR EXCHANGE TRAD FD VI$272,9440.01%11,750CommonNONE
92204A504VHTVANGUARD WORLD FD$271,4430.01%943CommonNONE
46434V407SHYGISHARES TR$267,2090.01%6,233CommonNONE
92206C623VTWGVANGUARD SCOTTSDALE FDS$267,1410.01%1,132CommonNONE
69121K104OBDCBLUE OWL CAPITAL CORPORATION$265,2060.01%21,336CommonNONE
464287572IOOISHARES TR$265,2050.01%2,094CommonNONE
46434G764EMXCISHARES INC$264,3370.01%3,637CommonNONE
33734X176FXLFIRST TR EXCHANGE TRADED FD$261,5070.01%1,554CommonNONE
674599105OXYOCCIDENTAL PETE CORP$260,0870.01%6,325CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$257,5730.01%1,234CommonNONE
464288687PFFISHARES TR$257,1230.01%8,305CommonNONE
00846U101AAGILENT TECHNOLOGIES INC$256,4920.01%1,885CommonNONE
G8068L108SNSHARKNINJA INC$256,3630.01%2,291CommonNONE
20464U100COMPCOMPASS INC$255,1810.01%24,142CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$253,4950.01%2,983CommonNONE
866674104SUISUN CMNTYS INC$250,2980.01%2,020CommonNONE
128030202CALMCAL MAINE FOODS INC$250,0890.01%3,143CommonNONE
59522J103MAAMID-AMER APT CMNTYS INC$247,9540.01%1,785CommonNONE
445658107JBHTHUNT J B TRANS SVCS INC$246,1870.01%1,267CommonNONE
233051200DBEFDBX ETF TR$245,6130.01%5,105CommonNONE
133131102CPTCAMDEN PPTY TR$237,7730.01%2,160CommonNONE
464287788IYFISHARES TR$235,5550.01%1,827CommonNONE
808524771FNDXSCHWAB STRATEGIC TR$234,1360.01%8,605CommonNONE
33740U455JANMFIRST TR EXCHNG TRADED FD VI$232,4890.01%7,043CommonNONE
928881101VNTVONTIER CORPORATION$231,1480.01%6,217CommonNONE
464287507IJHISHARES TR$231,0000.01%3,500CommonNONE
267475101DYDYCOM INDS INC$230,1100.01%681CommonNONE
26884L109EQTEQT CORP$224,2620.01%4,184CommonNONE
759916109RGENREPLIGEN CORP$223,9970.01%1,367CommonNONE
243537107DECKDECKERS OUTDOOR CORP$223,6160.01%2,157CommonNONE
04626A103ALABASTERA LABS INC$222,0910.01%1,335CommonNONE
P73684113OSWONESPAWORLD HOLDINGS LIMITED$220,0930.01%10,612CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$219,1630.01%4,935CommonNONE
184496107CLHCLEAN HARBORS INC$218,5350.01%932CommonNONE
940923105WBIWATERBRIDGE INFRASTRUCTURE L$217,3290.01%10,861CommonNONE
25434V609DFATDIMENSIONAL ETF TRUST$216,7260.01%3,640CommonNONE
171484108CHDNCHURCHILL DOWNS INC$216,1820.01%1,900CommonNONE
233051150USSGDBX ETF TR$216,1440.01%3,404CommonNONE
H1467J104CBCHUBB LIMITED$212,2420.01%680CommonNONE
464286608EZUISHARES INC$208,9660.01%3,260CommonNONE
032654105ADIANALOG DEVICES INC$206,3830.01%761CommonNONE
743315103PGRPROGRESSIVE CORP$205,4030.01%902CommonNONE
45409F843MMINNEW YORK LIFE INVTS ACTIVE E$204,4480.01%8,540CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$203,9450.01%1,740CommonNONE
74340W103PLDPROLOGIS INC.$202,3410.01%1,585CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$201,3250.01%1,686CommonNONE
773121108RKLBROCKET LAB CORP$200,1410.01%2,869CommonNONE
639057207NWGNATWEST GROUP PLC$196,9280.01%11,253CommonNONE
03761U502MFICMIDCAP FINANCIAL INVSTMNT CO$193,9310.01%16,952CommonNONE
57638P104MBCMASTERBRAND INC$193,9290.01%17,566CommonNONE
75776W103RDWREDWIRE CORPORATION$190,0000.01%25,000CommonNONE
45783C200TILINSTIL BIO INC$177,9360.00%16,176CommonNONE
524660107LEGLEGGETT & PLATT INC$175,9890.00%15,999CommonNONE
095924106OTFBLUE OWL TECHNOLOGY FIN CORP$174,2180.00%11,982CommonNONE
302635206FSKFS KKR CAP CORP$161,3550.00%10,895CommonNONE
092479104BLACKROCK MUN INCOME QUALITY$139,4990.00%12,751CommonNONE
G3934V109GENIGENIUS SPORTS LIMITED$132,1080.00%11,988CommonNONE
55406W103LUXELUXEXPERIENCE BV$127,3880.00%15,256CommonNONE
75062E106RFLRAFAEL HLDGS INC$51,6760.00%43,793CommonNONE
185064102CLIRUSDCLEARSIGN TECHNOLOGIES CORP$30,5860.00%55,000CommonNONE
54948X109LUCDLUCID DIAGNOSTICS INC$28,8050.00%26,427CommonNONE
00887A204RNTXREIN THERAPEUTICS INC$20,0700.00%17,302CommonNONE
30231G102XOMEXXON MOBIL CORP$00CALLSOLE

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.