MondegarAI
Cynosure Group, LLC

Q4 2025 · 13F-HR

Cynosure Group, LLCholdings as filed

Filed 2026-02-17 · accession 0001172661-26-000808

$983.1M
Reported value
399
Positions
2025-12-31
Period end
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The Brief · Cynosure Group, LLC · Q4 2025

AI · grounded in 13F

Cynosure Group, LLC established a new position in BOXX valued at $35.4M. The fund also opened a new stake in CRCL for $27.2M and added TLT with a $8.5M investment. On the sell side, the fund trimmed its holdings in VONG by 98.7% and reduced QQQ by 71.2%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46436E718SGOVISHARES TR$119.2M12.1%1,187,975CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$64.0M6.51%93,921CommonSOLE
464288679SHVISHARES TR$61.5M6.26%558,429CommonSOLE
464287614IWFISHARES TR$59.5M6.05%125,643CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$46.4M4.72%4,365,462CommonSOLE
464287200IVVISHARES TR$42.5M4.32%903,246CommonSOLE
922908363VOOVANGUARD INDEX FDS$41.6M4.24%66,391CommonSOLE
02072L565BOXXEA SERIES TRUST$35.4M3.60%307,597CommonSOLE
172573107CRCLCIRCLE INTERNET GROUP INC$27.2M2.77%343,129CommonSOLE
78463V107GLDSPDR GOLD TR$24.6M2.51%62,170CommonSOLE
46434V878ICSHISHARES TR$21.1M2.14%416,471CommonSOLE
78464A508SPYVSPDR SERIES TRUST$21.1M2.14%370,675CommonSOLE
464287150ITOTISHARES TR$18.5M1.88%124,597CommonSOLE
907818108UNPUNION PAC CORP$15.8M1.60%59,193CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$15.2M1.55%51,478CommonSOLE
464287226AGGISHARES TR$13.4M1.37%134,659CommonSOLE
369604301GEGE AEROSPACE$13.2M1.34%35,395CommonSOLE
922908751VBVANGUARD INDEX FDS$11.3M1.15%43,649CommonSOLE
47103U845JAAAJANUS DETROIT STR TR$11.1M1.13%220,323CommonSOLE
149123101CATCATERPILLAR INC$10.8M1.10%513,754CommonSOLE
464287432TLTISHARES TR$8.5M0.86%97,100CommonSOLE
46090E103QQQINVESCO QQQ TR$8.0M0.82%13,065CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$7.3M0.74%271,079CommonSOLE
594918104MSFTMICROSOFT CORP$7.2M0.73%14,931CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$6.8M0.69%30,133CommonSOLE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$6.5M0.66%128,929CommonSOLE
98138H101WDAYWORKDAY INC$5.7M0.58%26,345CommonSOLE
36828A101GEVGE VERNOVA INC$4.8M0.49%15,180CommonSOLE
921909768VXUSVANGUARD STAR FDS$4.8M0.49%63,891CommonSOLE
949746101WMT2WELLS FARGO CO NEW$4.8M0.49%51,198CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$4.8M0.48%64,348CommonSOLE
49845K101KVYOKLAVIYO INC$4.6M0.47%141,884CommonSOLE
78467V608SRLNSSGA ACTIVE ETF TR$4.4M0.45%107,158CommonSOLE
922908769VTIVANGUARD INDEX FDS$4.4M0.45%13,152CommonSOLE
46432F339QUALISHARES TR$4.0M0.40%20,016CommonSOLE
808524607SCHASCHWAB STRATEGIC TR$3.2M0.33%113,827CommonSOLE
770700102HOODROBINHOOD MKTS INC$3.1M0.31%27,326CommonSOLE
46435G342REMISHARES TR$2.8M0.28%124,524CommonSOLE
023135106AMZNAMAZON COM INC$2.6M0.27%11,386CommonSOLE
67066G104NVDANVIDIA CORPORATION$2.4M0.25%13,015CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$2.4M0.24%4,100CommonSOLE
92206C680VONGVANGUARD SCOTTSDALE FDS$2.3M0.24%3,398CommonSOLE
98980F104GTMZOOMINFO TECHNOLOGIES INC$2.3M0.24%227,765CommonSOLE
037833100AAPLAPPLE INC$2.3M0.23%8,385CommonSOLE
02079K305GOOGLALPHABET INC$2.3M0.23%7,230CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$2.2M0.22%35,363CommonSOLE
464288414MUBISHARES TR$2.2M0.22%20,544CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$2.2M0.22%6,684CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$2.0M0.21%24,153CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$1.8M0.18%72,811CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$1.7M0.17%52,303CommonSOLE
46432F842IEFAISHARES TR$1.6M0.16%17,640CommonSOLE
46429B697USMVISHARES TR$1.5M0.15%15,812CommonSOLE
92826C839VVISA INC$1.5M0.15%4,180CommonSOLE
46137V118PSPINVESCO EXCHANGE TRADED FD T$1.4M0.15%21,519CommonSOLE
615369105MCOMOODYS CORP$1.3M0.14%2,629CommonSOLE
366651107ITGARTNER INC$1.3M0.13%5,217CommonSOLE
30303M102METAMETA PLATFORMS INC$1.3M0.13%1,921CommonSOLE
77664L207ROOTROOT INC$1.3M0.13%17,389CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$1.2M0.13%5,512CommonSOLE
81762P102NOWSERVICENOW INC$1.2M0.12%7,945CommonSOLE
833445109SNOWSNOWFLAKE INC$1.2M0.12%5,511CommonSOLE
G54950103LINLINDE PLC$1.1M0.12%2,659CommonSOLE
775711104ROLROLLINS INC$1.1M0.11%17,877CommonSOLE
94106L109WMWASTE MGMT INC DEL$1.0M0.10%4,675CommonSOLE
464287291IXNISHARES TR$1.0M0.10%9,611CommonSOLE
172908105CTASCINTAS CORP$997,5230.10%5,304CommonSOLE
124805102CBZCBIZ INC$959,3070.10%19,015CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$952,0070.10%3,701CommonSOLE
68389X105ORCLORACLE CORP$944,7280.10%4,847CommonSOLE
86333M108LRNSTRIDE INC$923,3050.09%14,220CommonSOLE
49714P108KNSLKINSALE CAP GROUP INC$922,6520.09%2,359CommonSOLE
46284V101IRMIRON MTN INC DEL$912,4500.09%11,000CommonSOLE
942622200WSOWATSCO INC$886,8520.09%2,632CommonSOLE
26603R106DUOLDUOLINGO INC$882,9410.09%5,031CommonSOLE
82900L102SMPLSIMPLY GOOD FOODS CO$873,8610.09%43,519CommonSOLE
46138J643BSCSINVESCO EXCH TRD SLF IDX FD$860,9560.09%41,794CommonSOLE
808524508SCHMSCHWAB STRATEGIC TR$859,8380.09%28,595CommonSOLE
690742101OCOWENS CORNING NEW$849,8440.09%7,594CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$843,9140.09%3,261CommonSOLE
73278L105POOLPOOL CORP$843,8590.09%3,689CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$843,6870.09%2,201CommonSOLE
115236101BROBROWN & BROWN INC$842,7480.09%10,574CommonSOLE
16411R208LNGCHENIERE ENERGY INC$838,0150.09%4,311CommonSOLE
64110L106NFLXNETFLIX INC$828,8380.08%8,840CommonSOLE
217204106CPRTCOPART INC$819,4090.08%20,930CommonSOLE
458334109IPARINTERPARFUMS INC$817,5920.08%9,638CommonSOLE
053332102AZOAUTOZONE INC$813,9610.08%240CommonSOLE
46138J783BSCRINVESCO EXCH TRD SLF IDX FD$772,2880.08%39,123CommonSOLE
46138J791BSCQINVESCO EXCH TRD SLF IDX FD$766,0090.08%39,132CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$760,5400.08%3,743CommonSOLE
30063P105EXKEXACT SCIENCES CORP$742,8100.08%7,314CommonSOLE
18915M107NETCLOUDFLARE INC$725,9060.07%3,682CommonSOLE
11135F101AVGOBROADCOM INC$723,3760.07%2,090CommonSOLE
88160R101TSLATESLA INC$708,5710.07%1,576CommonSOLE
G87264100TGLSTECNOGLASS INC$684,2510.07%13,598CommonSOLE
46435U853USHYISHARES TR$680,1490.07%18,188CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$678,2350.07%24,726CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$676,1820.07%485CommonSOLE
92206C706VGITVANGUARD SCOTTSDALE FDS$668,3390.07%11,152CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$658,2240.07%1,153CommonSOLE
82509L107SHOPSHOPIFY INC$643,8800.07%4,000CommonSOLE
05464T104AXSMAXSOME THERAPEUTICS INC$634,6740.06%3,475CommonSOLE
464285204IAUISHARES GOLD TR$634,2620.06%7,814CommonSOLE
921910816MGKVANGUARD WORLD FD$624,5210.06%1,513CommonSOLE
29357K103ENVAENOVA INTL INC$620,7830.06%3,949CommonSOLE
655663102NDSNNORDSON CORP$615,9820.06%2,562CommonSOLE
872540109TJXTJX COS INC NEW$613,0570.06%3,991CommonSOLE
92189F411BIZDVANECK ETF TRUST$605,3720.06%42,692CommonSOLE
46434G103IEMGISHARES INC$600,0670.06%8,927CommonSOLE
532457108LLYELI LILLY & CO$598,8690.06%557CommonSOLE
58933Y105MRKMERCK & CO INC$598,1930.06%5,683CommonSOLE
558868105MDGLMADRIGAL PHARMACEUTICALS INC$596,8980.06%1,025CommonSOLE
501147102KRYSKRYSTAL BIOTECH INC$593,1750.06%2,406CommonSOLE
464288240ACWXISHARES TR$590,3410.06%8,794CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$579,0860.06%2,044CommonSOLE
231021106CMICUMMINS INC$575,2770.06%1,127CommonSOLE
29362U104ENTGENTEGRIS INC$573,2370.06%6,804CommonSOLE
464287499IWRISHARES TR$573,1040.06%5,968CommonSOLE
760759100RSGREPUBLIC SVCS INC$569,8790.06%2,689CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$567,2820.06%979CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$565,0210.06%10,475CommonSOLE
009066101ABNBAIRBNB INC$564,7310.06%4,161CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$557,2370.06%3,211CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$551,4440.06%5,749CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC D$549,4220.06%256CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$546,8370.06%3,502CommonSOLE
882508104TXNTEXAS INSTRS INC$546,1470.06%3,148CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$545,4290.06%2,940CommonSOLE
15118V207CELHCELSIUS HLDGS INC$543,7570.06%11,888CommonSOLE
35137L204FOXFOX CORP$543,3340.06%8,368CommonSOLE
68268W103OMFONEMAIN HLDGS INC$542,5610.06%8,032CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$540,8000.06%3,736CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$539,7810.05%5,918CommonSOLE
191098102COKECOCA COLA CONS INC$539,7700.05%3,521CommonSOLE
46137V548PIDINVESCO EXCHANGE TRADED FD T$539,5060.05%24,523CommonSOLE
87612G101TRGPTARGA RES CORP$536,8950.05%2,910CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$534,3050.05%3,299CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$533,9980.05%8,204CommonSOLE
420261109HWKNHAWKINS INC$531,5890.05%3,742CommonSOLE
146869102CVNACARVANA CO$530,4790.05%1,257CommonSOLE
N00985106AERAERCAP HOLDINGS NV$527,6000.05%3,670CommonSOLE
980745103WWDWOODWARD INC$523,9210.05%1,733CommonSOLE
701094104PHPARKER-HANNIFIN CORP$522,9820.05%595CommonSOLE
37954Y293MLPXGLOBAL X FDS$522,6770.05%8,635CommonSOLE
68404L201OPCHOPTION CARE HEALTH INC$522,6310.05%16,404CommonSOLE
461202103INTUINTUIT$521,9870.05%788CommonSOLE
031162100AMGNAMGEN INC$521,4050.05%1,593CommonSOLE
548661107LOWLOWES COS INC$519,9410.05%2,156CommonSOLE
594972408MSTRSTRATEGY INC$517,0850.05%3,403CommonSOLE
931142103WMTWALMART INC$516,8310.05%4,639CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$514,9310.05%3,284CommonSOLE
143130102KMXCARMAX INC$514,4140.05%13,313CommonSOLE
032654105ADIANALOG DEVICES INC$511,7540.05%1,887CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$511,6130.05%1,050CommonSOLE
47233W109JEFJEFFERIES FINL GROUP INC$509,7030.05%8,225CommonSOLE
876030107TPRTAPESTRY INC$509,5460.05%3,988CommonSOLE
H1467J104CBCHUBB LIMITED$509,3800.05%1,632CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$508,7570.05%95CommonSOLE
35953C106FIPFTAI INFRASTRUCTURE INC$508,6610.05%2,584CommonSOLE
71424F105PRPERMIAN RESOURCES CORP$507,4230.05%36,167CommonSOLE
624756102MLIMUELLER INDS INC$507,3010.05%4,419CommonSOLE
05969A105TBBKBANCORP INC DEL$506,8060.05%7,506CommonSOLE
05464C101AXONAXON ENTERPRISE INC$506,0260.05%891CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$505,7580.05%586CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$505,5630.05%2,086CommonSOLE
26856L103ELFE L F BEAUTY INC$505,4370.05%6,647CommonSOLE
98978V103ZTSZOETIS INC$504,1610.05%4,007CommonSOLE
12504L109CBRECBRE GROUP INC$504,0770.05%3,135CommonSOLE
464287507IJHISHARES TR$503,8990.05%7,635CommonSOLE
04621X108AIZASSURANT INC$503,6180.05%2,091CommonSOLE
278642103EBAYEBAY INC.$502,9150.05%5,774CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$501,9090.05%571CommonSOLE
693718108PCARPACCAR INC$501,5560.05%4,580CommonSOLE
92276F100VTRVENTAS INC$499,9520.05%6,461CommonSOLE
78709Y105SAIASAIA INC$499,5750.05%1,530CommonSOLE
518439104ELLAUDER ESTEE COS INC$499,2000.05%4,767CommonSOLE
00187Y100APGAPI GROUP CORP$498,5660.05%13,031CommonSOLE
94419L101WWAYFAIR INC$498,4360.05%4,964CommonSOLE
031100100AMEAMETEK INC$498,2870.05%2,427CommonSOLE
30161Q104EXELEXELIXIS INC$498,0400.05%11,363CommonSOLE
87256C101TKOTKO GROUP HOLDINGS INC$497,6290.05%2,381CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$496,9750.05%6,482CommonSOLE
60770K107MRNAMODERNA INC$496,4940.05%16,836CommonSOLE
617446448MSMORGAN STANLEY$495,1310.05%2,789CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$494,1120.05%2,477CommonSOLE
783549108RRYDER SYS INC$493,7860.05%2,580CommonSOLE
860630102SFSTIFEL FINL CORP$493,4920.05%3,941CommonSOLE
466313103JBLJABIL INC$492,9790.05%2,162CommonSOLE
H2906T109GRMNGARMIN LTD$492,9260.05%2,430CommonSOLE
89531P105TREXTREX CO INC$492,2420.05%14,032CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$492,0020.05%3,044CommonSOLE
336433107FSLRFIRST SOLAR INC$490,5900.05%1,878CommonSOLE
147528103CASYCASEYS GEN STORES INC$490,2540.05%887CommonSOLE
75513E101RTXRTX CORPORATION$490,0450.05%2,672CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$489,8790.05%3,555CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$489,1760.05%1,079CommonSOLE
577081102MATMATTEL INC$489,0760.05%24,651CommonSOLE
631103108NDAQNASDAQ INC$488,7580.05%5,032CommonSOLE
03743Q108APAAPA CORPORATION$488,1240.05%19,956CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$487,4640.05%1,697CommonSOLE
552848103MTGMGIC INVT CORP WIS$486,0160.05%16,633CommonSOLE
751212101RLRALPH LAUREN CORP$485,8600.05%1,374CommonSOLE
303075105FDSFACTSET RESH SYS INC$485,4880.05%1,673CommonSOLE
743315103PGRPROGRESSIVE CORP$484,5880.05%2,128CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$484,5600.05%4,174CommonSOLE
78463M107SPSCSPS COMM INC$483,9760.05%5,430CommonSOLE
704326107PAYXPAYCHEX INC$482,3740.05%4,300CommonSOLE
929740108WABWABTEC$481,5440.05%2,256CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$481,5260.05%2,709CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$481,0470.05%5,737CommonSOLE
957638109WALWESTERN ALLIANCE BANCORP$480,2070.05%5,712CommonSOLE
88023U101SGISOMNIGROUP INTERNATIONAL INC$478,9870.05%5,365CommonSOLE
46982L108JJACOBS SOLUTIONS INC$478,0480.05%3,609CommonSOLE
103304101BYDBOYD GAMING CORP$478,0260.05%5,608CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$477,4350.05%2,973CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$476,8590.05%1,644CommonSOLE
95040Q104WELLWELLTOWER INC$476,6470.05%2,568CommonSOLE
337738108FISVFISERV INC$476,5040.05%7,094CommonSOLE
78409V104SPGIS&P GLOBAL INC$475,5570.05%910CommonSOLE
679295105OKTAOKTA INC$475,4120.05%5,498CommonSOLE
40637H109HALOHALOZYME THERAPEUTICS INC$475,3400.05%7,063CommonSOLE
22052L104CTVACORTEVA INC$475,2430.05%7,090CommonSOLE
70932M107PFSIPENNYMAC FINL SVCS INC NEW$475,0190.05%3,603CommonSOLE
58733R102MELIMERCADOLIBRE INC$473,8300.05%235CommonSOLE
48251W104KKRKKR & CO INC$473,7160.05%3,716CommonSOLE
40412C101HCAHCA HEALTHCARE INC$471,5290.05%1,010CommonSOLE
457669307INSMINSMED INC$470,9520.05%2,706CommonSOLE
689648103OTTROTTER TAIL CORP$469,3450.05%5,808CommonSOLE
020002101ALLALLSTATE CORP$468,7540.05%2,252CommonSOLE
443201108HWMHOWMET AEROSPACE INC$468,4700.05%2,285CommonSOLE
384802104GWWWW GRAINGER INC$468,1990.05%464CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$468,0530.05%2,541CommonSOLE
00790R104WMSADVANCED DRAIN SYS INC DEL$467,9460.05%3,231CommonSOLE
540424108LLOEWS CORP$467,8930.05%4,443CommonSOLE
23282W605CYTKCYTOKINETICS INC$467,2730.05%7,354CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$466,8770.05%3,361CommonSOLE
626755102MUSAMURPHY USA INC$466,0660.05%1,155CommonSOLE
58155Q103MCKMCKESSON CORP$465,9250.05%568CommonSOLE
759509102RSRELIANCE INC$465,0800.05%1,610CommonSOLE
428103105HESMHESS MIDSTREAM LP$463,9910.05%13,449CommonSOLE
718172109PMPHILIP MORRIS INTL INC$463,7160.05%2,891CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$463,0950.05%1,845CommonSOLE
302491303FMCFMC CORP$461,8570.05%33,299CommonSOLE
23331A109DHID R HORTON INC$461,4720.05%3,204CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$460,9300.05%917CommonSOLE
03073E105CORCENCORA INC$460,0160.05%1,362CommonSOLE
14316J108CGCARLYLE GROUP INC$459,2850.05%7,770CommonSOLE
91529Y106UNMUNUM GROUP$458,1800.05%5,912CommonSOLE
09290D101BLKBLACKROCK INC$458,1060.05%428CommonSOLE
G29183103ETNEATON CORP PLC$456,4250.05%1,433CommonSOLE
05329W102ANAUTONATION INC$456,3210.05%2,210CommonSOLE
833034101SNASNAP ON INC$456,2500.05%1,324CommonSOLE
03076C106AMPAMERIPRISE FINL INC$454,0550.05%926CommonSOLE
668771108GENGEN DIGITAL INC$454,0180.05%16,698CommonSOLE
303250104FICOFAIR ISAAC CORP$453,0860.05%268CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$452,5400.05%9,049CommonSOLE
72147K108PPCPILGRIMS PRIDE CORP$452,3620.05%11,602CommonSOLE
001055102AFLAFLAC INC$451,6660.05%4,096CommonSOLE
889478103TOLTOLL BROTHERS INC$451,6350.05%3,340CommonSOLE
942749102WTSWATTS WATER TECHNOLOGIES INC$451,5690.05%1,636CommonSOLE
533900106LECOLINCOLN ELEC HLDGS INC$451,4820.05%1,884CommonSOLE
09260D107BXBLACKSTONE INC$451,3220.05%2,928CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$451,1250.05%1,277CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$450,3560.05%1,759CommonSOLE
88162G103TTEKTETRA TECH INC NEW$450,0740.05%13,419CommonSOLE
291011104EMREMERSON ELEC CO$449,9210.05%3,390CommonSOLE
00130H105AESAES CORP$448,7280.05%31,292CommonSOLE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$448,5770.05%1,747CommonSOLE
254067101DDSDILLARDS INC$448,0850.05%739CommonSOLE
88033G407THCTENET HEALTHCARE CORP$447,7170.05%2,253CommonSOLE
07831C103BRBRBELLRING BRANDS INC$446,6580.05%16,710CommonSOLE
00287Y109ABBVABBVIE INC$446,2410.05%1,953CommonSOLE
98983L108ZWSZURN ELKAY WATER SOLNS CORP$445,9790.05%9,593CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$444,8170.05%1,806CommonSOLE
78442P106SLMSLM CORP$444,4880.05%16,426CommonSOLE
005098108GOLFACUSHNET HLDGS CORP$444,2780.05%5,566CommonSOLE
695156109PKGPACKAGING CORP AMER$444,2200.05%2,154CommonSOLE
093712107BEBLOOM ENERGY CORP$443,1390.05%5,100CommonSOLE
Y2573F102FLEXFLEX LTD$442,0330.04%7,316CommonSOLE
209115104EDCONSOLIDATED EDISON INC$441,8750.04%4,449CommonSOLE
21044C107ROADCONSTRUCTION PARTNERS INC$441,7990.04%4,070CommonSOLE
983134107WYNNWYNN RESORTS LTD$441,7310.04%3,671CommonSOLE
05550J101BJBJS WHSL CLUB HLDGS INC$440,2460.04%4,890CommonSOLE
000360206AAONAAON INC$439,9630.04%5,770CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$439,7880.04%988CommonSOLE
65249B109NWSANEWS CORP NEW$438,9730.04%16,806CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$438,6180.04%9,205CommonSOLE
504922105LHLABCORP HOLDINGS INC$438,2870.04%1,747CommonSOLE
62944T105NVRNVR INC$437,5660.04%60CommonSOLE
184496107CLHCLEAN HARBORS INC$437,0710.04%1,864CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$436,9120.04%2,632CommonSOLE
928254101VIRTVIRTU FINL INC$436,8250.04%13,110CommonSOLE
427866108HSYHERSHEY CO$436,2060.04%2,397CommonSOLE
398433102GFFGRIFFON CORP$436,0080.04%5,920CommonSOLE
74762E102QUREQUANTA SVCS INC$435,5660.04%1,032CommonSOLE
44951W106IESCIES HLDGS INC$435,3140.04%1,119CommonSOLE
28618M106ESIELEMENT SOLUTIONS INC$434,8010.04%17,399CommonSOLE
06417N103OZKBANK OZK LITTLE ROCK ARK$434,7970.04%9,448CommonSOLE
127190304CACICACI INTL INC$434,7730.04%816CommonSOLE
142339100CSLCARLISLE COS INC$434,3700.04%1,358CommonSOLE
745867101PHMPULTE GROUP INC$433,9790.04%3,701CommonSOLE
65249B208NWSNEWS CORP NEW$433,6350.04%14,635CommonSOLE
043436104ABGASBURY AUTOMOTIVE GROUP INC$433,2040.04%1,863CommonSOLE
87162W100SNXTD SYNNEX CORPORATION$432,3620.04%2,878CommonSOLE
636180101NFGNATIONAL FUEL GAS CO$431,8440.04%5,394CommonSOLE
29358P101ENSGENSIGN GROUP INC$431,3190.04%2,476CommonSOLE
65473P105NINISOURCE INC$430,0450.04%10,298CommonSOLE
099406100BOOTBOOT BARN HLDGS INC$429,7050.04%2,435CommonSOLE
00206R102TAT&T INC$429,4590.04%17,289CommonSOLE
00766T100ACMAECOM$429,2710.04%4,503CommonSOLE
629377508NRGNRG ENERGY INC$429,1520.04%2,695CommonSOLE
398905109GPIGROUP 1 AUTOMOTIVE INC$429,0910.04%1,091CommonSOLE
29364G103ETRENTERGY CORP NEW$428,9680.04%4,641CommonSOLE
70959W103PAGPENSKE AUTOMOTIVE GRP INC$428,6490.04%2,708CommonSOLE
G7S00T104PNRPENTAIR PLC$428,1200.04%4,111CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$427,7400.04%4,486CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$427,6720.04%1,921CommonSOLE
922908637VVVANGUARD INDEX FDS$427,5330.04%1,358CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$427,4170.04%2,159CommonSOLE
370334104GISGENERAL MLS INC$426,5450.04%9,173CommonSOLE
21873S108CRWVCOREWEAVE INC$426,4380.04%5,955CommonSOLE
75281A109RRCRANGE RES CORP$426,0460.04%12,083CommonSOLE
018802108LNTALLIANT ENERGY CORP$425,4910.04%6,545CommonSOLE
392709101GRBKGREEN BRICK PARTNERS INC$425,3980.04%6,789CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$425,2020.04%2,357CommonSOLE
911922102USLMUNITED STS LIME & MINERALS I$425,0770.04%3,550CommonSOLE
12514G108CDWCDW CORP$424,6720.04%3,118CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$423,8000.04%14,479CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$423,5070.04%1,307CommonSOLE
205887102CAGCONAGRA BRANDS INC$422,7970.04%24,425CommonSOLE
457187102INGRINGREDION INC$422,0750.04%3,828CommonSOLE
89055F103BLDTOPBUILD CORP$421,7790.04%1,011CommonSOLE
125896100CMSCMS ENERGY CORP$421,6080.04%6,029CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$421,5150.04%3,230CommonSOLE
82982L103SITESITEONE LANDSCAPE SUPPLY INC$421,1370.04%3,381CommonSOLE
88025U109TXG10X GENOMICS INC$419,6560.04%25,730CommonSOLE
69343T107PJTPJT PARTNERS INC$419,3370.04%2,508CommonSOLE
863667101SYKSTRYKER CORPORATION$418,9530.04%1,192CommonSOLE
084423102WRBBERKLEY W R CORP$417,8450.04%5,959CommonSOLE
101121101BXPBXP INC$417,1610.04%6,182CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$416,9580.04%1,864CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$416,1700.04%7,239CommonSOLE
565788106MARAMARA HOLDINGS INC$416,1150.04%46,338CommonSOLE
832696405SJMSMUCKER J M CO$415,8880.04%4,252CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$415,3670.04%4,037CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$414,4750.04%1,486CommonSOLE
165303108CPKCHESAPEAKE UTILS CORP$413,5790.04%3,315CommonSOLE
969904101WSMWILLIAMS SONOMA INC$413,2570.04%2,314CommonSOLE
221006109CRVLCORVEL CORP$411,2980.04%6,078CommonSOLE
92939U106WECWEC ENERGY GROUP INC$411,0830.04%3,898CommonSOLE
023586100UHALU HAUL HOLDING COMPANY$410,1360.04%8,136CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$409,9170.04%903CommonSOLE
501044101KRKROGER CO$409,7440.04%6,558CommonSOLE
05945F103BANFBANCFIRST CORP$408,3890.04%3,852CommonSOLE
925652109VICIVICI PPTYS INC$407,8530.04%14,504CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$407,2790.04%2,350CommonSOLE
872590104TMUST-MOBILE US INC$405,8770.04%1,999CommonSOLE
842587107SOSOUTHERN CO$405,3060.04%4,648CommonSOLE
761152107RMDRESMED INC$403,6980.04%1,676CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP CO$403,4710.04%4,487CommonSOLE
29355A107ENPHENPHASE ENERGY INC$402,9650.04%12,573CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$402,7340.04%1,220CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$400,5570.04%3,076CommonSOLE
125523100CITHE CIGNA GROUP$400,4590.04%1,455CommonSOLE
313855108FSSFEDERAL SIGNAL CORP$399,2860.04%3,677CommonSOLE
23918K108DVADAVITA INC$397,1810.04%3,496CommonSOLE
441593100HLIHOULIHAN LOKEY INC$396,8050.04%2,278CommonSOLE
02209S103MOALTRIA GROUP INC$396,4120.04%6,875CommonSOLE
464287655IWMISHARES TR$395,6120.04%3,334CommonSOLE
88322Q108TGTXTG THERAPEUTICS INC$393,6410.04%13,205CommonSOLE
315616102FFIVF5 INC$391,0590.04%1,532CommonSOLE
128030202CALMCAL MAINE FOODS INC$388,6190.04%4,884CommonSOLE
45867G101IDCCINTERDIGITAL INC$386,8310.04%1,215CommonSOLE
922908629VOVANGUARD INDEX FDS$386,7660.04%1,333CommonSOLE
56585A102MPCMARATHON PETE CORP$386,5710.04%2,377CommonSOLE
86627T108SMMTSUMMIT THERAPEUTICS INC$386,0040.04%22,070CommonSOLE
36467W109GMEGAMESTOP CORP NEW$383,9900.04%19,123CommonSOLE
607828100MODMODINE MFG CO$382,2390.04%2,863CommonSOLE
29261A100EHCENCOMPASS HEALTH CORP$379,7690.04%3,578CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$378,9490.04%11,820CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$377,7670.04%950CommonSOLE
526057302LEN/BLENNAR CORP$364,5950.04%3,833CommonSOLE
464287804IJRISHARES TR$354,3730.04%2,949CommonSOLE
249906108DSGXDESCARTES SYS GROUP INC$343,6270.03%3,920CommonSOLE
922908736VUGVANGUARD INDEX FDS$341,4650.03%700CommonSOLE
464287465EFAISHARES TR$340,2140.03%32,741CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$334,2260.03%6,217CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$325,7890.03%2,310CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$318,7140.03%1,450CommonSOLE
09739D100BCCBOISE CASCADE CO DEL$307,7220.03%4,181CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$293,7890.03%1,095CommonSOLE
74316P579AKREPROFESIONALLY MANAGED PORTFO$285,2960.03%4,355CommonSOLE
50155Q100KDKYNDRYL HLDGS INC$265,5470.03%9,998CommonSOLE
02079K107GOOGALPHABET INC$261,4310.03%833CommonSOLE
46140H403DBOINVESCO DB MULTI-SECTOR COMM$257,6150.03%21,116CommonSOLE
464287457SHYISHARES TR$253,9260.03%3,066CommonSOLE
191216100KOCOCA COLA CO$244,9920.02%3,504CommonSOLE
218352102CORTCORCEPT THERAPEUTICS INC$209,3220.02%6,015CommonSOLE

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.