MondegarAI
Keebeck Wealth Management

Q4 2025 · 13F-HR

Keebeck Wealth Managementholdings as filed

Filed 2026-02-17 · accession 0001172661-26-000927

$866.5M
Reported value
366
Positions
2025-12-31
Period end
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The Brief · Keebeck Wealth Management · Q4 2025

AI · grounded in 13F

Keebeck Wealth Management closed its position in KBDC, reducing exposure by $4.7M. The fund established a new position in GOOGL worth $5.3M and added STT as a new holding valued at $2.3M. Other notable activity includes increasing shares of WMT2 by 656% and INTU by 547%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$54.4M6.28%79,489CommonNONE
92204A702VGTVANGUARD WORLD FD$29.3M3.39%38,914CommonNONE
381430123GSUSGOLDMAN SACHS ETF TR$28.2M3.26%299,221CommonNONE
594918104MSFTMICROSOFT CORP$21.5M2.49%44,549CommonNONE
464287101OEFISHARES TR$21.5M2.49%62,792CommonNONE
037833100AAPLAPPLE INC$20.9M2.41%76,884CommonNONE
67066G104NVDANVIDIA CORPORATION$19.9M2.29%106,457CommonNONE
46432F339QUALISHARES TR$18.1M2.09%90,974CommonNONE
381430529GBILGOLDMAN SACHS ETF TR$17.5M2.02%174,587CommonSOLE
464288877EFVISHARES TR$17.0M1.97%238,679CommonNONE
464287309IVWISHARES TR$14.1M1.63%114,708CommonNONE
46434G103IEMGISHARES INC$11.9M1.37%176,629CommonNONE
464287408IVEISHARES TR$11.3M1.31%53,431CommonNONE
46435G425ESGUISHARES TR$11.1M1.28%74,699CommonNONE
09290C103DYNFBLACKROCK ETF TRUST$10.9M1.26%179,794CommonNONE
11135F101AVGOBROADCOM INC$10.4M1.20%30,040CommonNONE
381430107GSIEGOLDMAN SACHS ETF TR$10.3M1.19%240,094CommonNONE
922907746VTEBVANGUARD MUN BD FDS$10.2M1.18%202,480CommonNONE
023135106AMZNAMAZON COM INC$8.6M0.99%37,152CommonNONE
464287721IYWISHARES TR$8.5M0.98%42,363CommonNONE
381430503GSLCGOLDMAN SACHS ETF TR$8.3M0.96%62,948CommonNONE
97717Y527USFRWISDOMTREE TR$8.3M0.95%164,309CommonNONE
482480100KLACKLA CORP$8.1M0.93%6,654CommonNONE
464288414MUBISHARES TR$8.0M0.92%74,241CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$7.8M0.90%50,103CommonSOLE
38149W101GCORGOLDMAN SACHS ETF TR$7.5M0.87%180,582CommonNONE
032095101APHAMPHENOL CORP NEW$6.9M0.80%51,014CommonNONE
464288885EFGISHARES TR$6.9M0.80%60,619CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$6.8M0.79%57,122CommonSOLE
532457108LLYELI LILLY & CO$6.8M0.78%6,303CommonNONE
75513E101RTXRTX CORPORATION$6.5M0.75%35,549CommonNONE
548661107LOWLOWES COS INC$5.9M0.68%24,557CommonNONE
46435G409IVLUISHARES TR$5.5M0.64%145,193CommonNONE
00287Y109ABBVABBVIE INC$5.5M0.63%23,928CommonNONE
02079K305GOOGLALPHABET INC$5.3M0.61%17,005CommonNONE
92204A603VISVANGUARD WORLD FD$5.3M0.61%17,729CommonNONE
29273V100ETENERGY TRANSFER L P$5.2M0.60%317,678CommonSOLE
464287168DVYISHARES TR$5.2M0.59%36,491CommonNONE
09260U109BCATBLACKROCK CAP ALLOCATION TER$5.1M0.59%359,994CommonSOLE
922908363VOOVANGUARD INDEX FDS$4.9M0.57%7,808CommonNONE
882508104TXNTEXAS INSTRS INC$4.8M0.56%27,809CommonNONE
92826C839VVISA INC$4.8M0.55%13,641CommonNONE
G29183103ETNEATON CORP PLC$4.7M0.54%14,769CommonNONE
30303M102METAMETA PLATFORMS INC$4.6M0.53%7,020CommonNONE
G87052109TELTE CONNECTIVITY PLC$4.6M0.53%20,301CommonNONE
291011104EMREMERSON ELEC CO$4.6M0.53%34,394CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$4.5M0.52%6,632CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$4.5M0.52%28,001CommonNONE
57636Q104MAMASTERCARD INCORPORATED$4.5M0.51%7,800CommonNONE
19260Q107COINCOINBASE GLOBAL INC$4.5M0.51%19,682CommonSOLE
46432F396MTUMISHARES TR$4.4M0.50%17,477CommonNONE
46982L108JJACOBS SOLUTIONS INC$4.4M0.50%32,901CommonNONE
09290C780BAIBLACKROCK ETF TRUST$4.3M0.49%128,671CommonNONE
92939U106WECWEC ENERGY GROUP INC$4.2M0.48%39,823CommonNONE
46090E103QQQINVESCO QQQ TR$4.2M0.48%6,782CommonNONE
631103108NDAQNASDAQ INC$4.1M0.47%41,803CommonNONE
09290C806THROBLACKROCK ETF TRUST$4.0M0.47%105,022CommonNONE
949746101WMT2WELLS FARGO CO NEW$4.0M0.46%43,199CommonNONE
94106L109WMWASTE MGMT INC DEL$4.0M0.46%18,227CommonSOLE
922908736VUGVANGUARD INDEX FDS$4.0M0.46%8,205CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$4.0M0.46%15,468CommonNONE
863667101SYKSTRYKER CORPORATION$4.0M0.46%11,317CommonNONE
381430206GEMGOLDMAN SACHS ETF TR$3.9M0.45%93,093CommonNONE
032654105ADIANALOG DEVICES INC$3.9M0.44%14,206CommonNONE
002824100ABTABBOTT LABS$3.8M0.44%30,489CommonNONE
464288653TLHISHARES TR$3.7M0.43%36,445CommonNONE
464287861IEVISHARES TR$3.7M0.43%53,723CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$3.7M0.42%74,165CommonNONE
464287655IWMISHARES TR$3.6M0.41%14,550CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$3.6M0.41%6,293CommonNONE
464285204IAUISHARES GOLD TR$3.5M0.41%43,540CommonSOLE
02079K107GOOGALPHABET INC$3.5M0.40%11,156CommonNONE
78468R721TFISPDR SERIES TRUST$3.4M0.40%75,279CommonNONE
632307104NTRANATERA INC$3.4M0.39%14,902CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$3.4M0.39%21,974CommonSOLE
464287804IJRISHARES TR$3.3M0.38%27,179CommonNONE
38149W598GGUSGOLDMAN SACHS ETF TR$3.1M0.35%47,911CommonNONE
78463V107GLDSPDR GOLD TR$3.0M0.35%7,683CommonNONE
461202103INTUINTUIT$3.0M0.35%4,560CommonNONE
464288679SHVISHARES TR$3.0M0.35%27,293CommonSOLE
46434G889EMGFISHARES INC$3.0M0.34%51,677CommonNONE
931142103WMTWALMART INC$3.0M0.34%26,736CommonNONE
615369105MCOMOODYS CORP$2.9M0.34%5,727CommonNONE
922908744VTVVANGUARD INDEX FDS$2.9M0.34%15,301CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.8M0.33%5,654CommonNONE
58933Y105MRKMERCK & CO INC$2.8M0.32%26,384CommonNONE
88160R101TSLATESLA INC$2.8M0.32%6,221CommonNONE
464288760ITAISHARES TR$2.7M0.31%12,626CommonNONE
92204A504VHTVANGUARD WORLD FD$2.6M0.30%9,087CommonNONE
92189F106GDXVANECK ETF TRUST$2.6M0.30%30,000CommonSOLE
092528843HIMUBLACKROCK ETF TRUST II$2.5M0.29%51,403CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$2.5M0.28%48,434CommonNONE
64110L106NFLXNETFLIX INC$2.4M0.28%25,976CommonNONE
92204A207VDCVANGUARD WORLD FD$2.4M0.28%11,406CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$2.4M0.28%2,780CommonNONE
33734X192SKYYFIRST TR EXCHANGE TRADED FD$2.4M0.27%18,271CommonSOLE
912008109USFDUS FOODS HLDG CORP$2.4M0.27%31,250CommonSOLE
857477103STTSTATE STR CORP$2.3M0.27%17,815CommonNONE
46434G764EMXCISHARES INC$2.2M0.26%30,535CommonNONE
760759100RSGREPUBLIC SVCS INC$2.2M0.25%10,420CommonSOLE
25434V302DFAEDIMENSIONAL ETF TRUST$2.2M0.25%67,548CommonNONE
46429B697USMVISHARES TR$2.1M0.25%22,827CommonNONE
33739P855FPEIFIRST TR EXCH TRADED FD III$2.1M0.25%109,750CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$2.1M0.24%25,573CommonNONE
92189H300EMLCVANECK ETF TRUST$2.1M0.24%81,675CommonSOLE
929160109VMCVULCAN MATLS CO$2.0M0.23%7,104CommonNONE
969457100WMBWILLIAMS COS INC$2.0M0.23%33,301CommonNONE
46434V613IUSBISHARES TR$2.0M0.23%42,625CommonNONE
381430602GSSCGOLDMAN SACHS ETF TR$2.0M0.23%26,138CommonNONE
381430479GIGBGOLDMAN SACHS ETF TR$2.0M0.23%42,331CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$2.0M0.23%6,081CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.9M0.22%13,476CommonNONE
464287622IWBISHARES TR$1.9M0.22%5,120CommonNONE
244199105DEDEERE & CO$1.9M0.22%4,040CommonNONE
85914M107STEPSTEPSTONE GROUP INC$1.9M0.22%29,048CommonNONE
46435U218SUSLISHARES TR$1.9M0.21%15,261CommonNONE
464287549IGMISHARES TR$1.8M0.21%14,085CommonNONE
092528108SHYMBLACKROCK ETF TRUST II$1.8M0.21%80,640CommonNONE
464287614IWFISHARES TR$1.8M0.20%3,714CommonSOLE
91916J100BRRRCOINSHARES BITCOIN ETF$1.6M0.19%64,870CommonSOLE
46432F842IEFAISHARES TR$1.6M0.18%17,910CommonNONE
464288588MBBISHARES TR$1.6M0.18%16,641CommonNONE
464287226AGGISHARES TR$1.5M0.18%15,482CommonNONE
92204A405VFHVANGUARD WORLD FD$1.5M0.18%11,465CommonSOLE
46137V605DJDINVESCO EXCHANGE TRADED FD T$1.5M0.17%26,390CommonNONE
97717W208DHSWISDOMTREE TR$1.5M0.17%14,602CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$1.5M0.17%7,590CommonSOLE
437076102HDHOME DEPOT INC$1.4M0.16%4,124CommonNONE
478160104JNJJOHNSON & JOHNSON$1.4M0.16%6,797CommonNONE
78409V104SPGIS&P GLOBAL INC$1.4M0.16%2,687CommonNONE
68389X105ORCLORACLE CORP$1.4M0.16%7,173CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$1.4M0.16%25,242CommonNONE
Q4982L109IRENIREN LIMITED$1.4M0.16%36,035CommonSOLE
407497106HLNEHAMILTON LANE INC$1.4M0.16%10,020CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$1.3M0.15%49,980CommonNONE
336433107FSLRFIRST SOLAR INC$1.3M0.15%5,014CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$1.3M0.15%3,939CommonNONE
22266T109CPNGCOUPANG INC$1.3M0.14%53,076CommonSOLE
46435G219IGEBISHARES TR$1.2M0.14%27,221CommonNONE
70614W100PTONPELOTON INTERACTIVE INC$1.2M0.14%200,000CommonSOLE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$1.2M0.14%4,445CommonSOLE
718172109PMPHILIP MORRIS INTL INC$1.2M0.13%7,213CommonNONE
92189F791GDXJVANECK ETF TRUST$1.1M0.13%10,000CommonSOLE
37954Y871URAGLOBAL X FDS$1.1M0.13%25,000CommonSOLE
464288158SUBISHARES TR$1.1M0.12%9,970CommonSOLE
65339F101NEENEXTERA ENERGY INC$1.1M0.12%13,130CommonNONE
922908629VOVANGUARD INDEX FDS$1.1M0.12%3,625CommonNONE
46434V860TFLOISHARES TR$1.0M0.12%20,791CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$1.0M0.12%1,186CommonNONE
464287432TLTISHARES TR$1.0M0.12%11,838CommonNONE
464287440IEFISHARES TR$1.0M0.12%10,581CommonNONE
580135101MCDMCDONALDS CORP$964,5240.11%3,155CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$909,6930.10%6,051CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$909,1380.10%9,099CommonNONE
23331A109DHID R HORTON INC$892,9860.10%6,200CommonSOLE
00162Q452AMLPALPS ETF TR$871,5630.10%18,536CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$868,3070.10%11,178CommonSOLE
381430362GTIPGOLDMAN SACHS ETF TR$867,9190.10%17,594CommonNONE
30231G102XOMEXXON MOBIL CORP$837,6250.10%6,960CommonNONE
25434V609DFATDIMENSIONAL ETF TRUST$835,9420.10%14,040CommonNONE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$807,0790.09%5,609CommonNONE
98978V103ZTSZOETIS INC$806,1700.09%6,407CommonNONE
038222105AMATAPPLIED MATLS INC$803,0940.09%3,125CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$799,8880.09%3,735CommonNONE
594972408MSTRSTRATEGY INC$794,2430.09%5,227CommonNONE
060505104BACBANK AMERICA CORP$761,8560.09%13,851CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$758,5810.09%13,195CommonNONE
859241101STRLSTERLING INFRASTRUCTURE INC$756,0820.09%2,469CommonNONE
72352L106PINSPINTEREST INC$751,4830.09%29,026CommonSOLE
29358P101ENSGENSIGN GROUP INC$741,1490.09%4,253CommonNONE
58506Q109MEDPMEDPACE HLDGS INC$738,0080.09%1,314CommonNONE
90384S303ULTAULTA BEAUTY INC$726,0120.08%1,200CommonSOLE
747525103QCOMQUALCOMM INC$722,8370.08%4,225CommonNONE
750917106RMBSRAMBUS INC DEL$714,9040.08%7,780CommonNONE
92189H607OIHVANECK ETF TRUST$711,9250.08%2,500CommonSOLE
907818108UNPUNION PAC CORP$698,8180.08%3,021CommonNONE
81762P102NOWSERVICENOW INC$695,4830.08%4,540CommonSOLE
17253J106CIFRCIPHER MINING INC$693,7200.08%47,000CommonSOLE
90364P105PATHUIPATH INC$688,3800.08%42,000CommonSOLE
77311W101RKTROCKET COS INC$682,9240.08%35,275CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$679,6980.08%12,601CommonNONE
17275R102CSCOCISCO SYS INC$667,8190.08%8,669CommonNONE
149123101CATCATERPILLAR INC$663,9560.08%1,159CommonNONE
78464A664SPTLSPDR SERIES TRUST$652,5910.08%24,654CommonNONE
185123106CWANCLEARWATER ANALYTICS HLDGS I$650,0100.08%26,949CommonNONE
447462102HURNHURON CONSULTING GROUP INC$648,5850.07%3,751CommonNONE
922908751VBVANGUARD INDEX FDS$646,5810.07%2,506CommonNONE
69753M105PLMRPALOMAR HLDGS INC$640,2450.07%4,751CommonNONE
172573107CRCLCIRCLE INTERNET GROUP INC$634,4000.07%8,000CommonSOLE
922020805VTIPVANGUARD MALVERN FDS$627,7460.07%12,692CommonNONE
911363109URIUNITED RENTALS INC$625,6040.07%773CommonNONE
031162100AMGNAMGEN INC$617,3070.07%1,886CommonNONE
092528603BINCBLACKROCK ETF TRUST II$617,3030.07%11,698CommonNONE
025816109AXPAMERICAN EXPRESS CO$597,8390.07%1,616CommonNONE
46435U713IFRAISHARES TR$596,1850.07%11,330CommonNONE
000899104ADMAADMA BIOLOGICS INC$589,5720.07%32,323CommonNONE
922908769VTIVANGUARD INDEX FDS$585,6580.07%1,746CommonNONE
12572Q105CMECME GROUP INC$582,4800.07%2,133CommonNONE
452308109ITWILLINOIS TOOL WKS INC$578,8700.07%2,335CommonSOLE
745867101PHMPULTE GROUP INC$570,6920.07%4,856CommonNONE
539830109LMTLOCKHEED MARTIN CORP$567,8290.07%1,174CommonNONE
46431W705LQDHISHARES U S ETF TR$561,8740.06%6,019CommonNONE
89377M109TMDXTRANSMEDICS GROUP INC$559,9550.06%4,603CommonNONE
829933100SIRISIRIUSXM HOLDINGS INC$559,8600.06%28,000CommonSOLE
902673102UFPTUFP TECHNOLOGIES INC$559,7380.06%2,521CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$559,2350.06%7,602CommonNONE
14888U101CPRXCATALYST PHARMACEUTICALS INC$537,4500.06%23,027CommonNONE
595112103MUMICRON TECHNOLOGY INC$534,2170.06%1,871CommonNONE
457642205INODINNODATA INC$533,4970.06%10,471CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$533,2830.06%12,492CommonSOLE
552953101MGMMGM RESORTS INTERNATIONAL$532,9000.06%14,604CommonSOLE
84863T106SPOKSPOK HLDGS INC$527,6000.06%40,000CommonSOLE
842587107SOSOUTHERN CO$523,3740.06%6,002CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$521,8600.06%900CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$517,7860.06%2,913CommonNONE
199908104FIXCOMFORT SYS USA INC$515,1760.06%552CommonNONE
191216100KOCOCA COLA CO$513,7690.06%7,349CommonNONE
077454106BDCBELDEN INC$508,9570.06%4,365CommonNONE
05465C100AXAXOS FINANCIAL INC$507,0520.06%5,885CommonNONE
453204109PIIMPINJ INC$505,1510.06%2,903CommonNONE
14174T107CTRECARETRUST REIT INC$499,3610.06%13,683CommonNONE
89055F103BLDTOPBUILD CORP$494,3700.06%1,185CommonNONE
81663L200WGSGENEDX HOLDINGS CORP$493,8380.06%3,797CommonNONE
231021106CMICUMMINS INC$492,5840.06%965CommonNONE
629209305NMIHNMI HLDGS INC$491,2750.06%12,044CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$488,0110.06%2,338CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$487,2650.06%1,645CommonNONE
03938L203MTARCELORMITTAL SA LUXEMBOURG$479,9890.06%10,533CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$478,3560.06%1,570CommonSOLE
855244109SBUXSTARBUCKS CORP$475,6180.05%5,648CommonNONE
589889104MMSIMERIT MED SYS INC$471,1080.05%5,345CommonNONE
464287556IBBISHARES TR$469,5180.05%2,782CommonSOLE
46435G672IAGGISHARES TR$446,2890.05%8,924CommonNONE
74164F103PRIMPRIMORIS SVCS CORP$445,3290.05%3,585CommonNONE
20030N101CMCSACOMCAST CORP NEW$443,8070.05%14,848CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$437,3510.05%767CommonSOLE
74736L109QTWOQ2 HLDGS INC$437,0730.05%6,057CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$435,5960.05%5,331CommonNONE
65290E101NXTNEXTPOWER INC$435,1140.05%4,995CommonNONE
42226A107HQYHEALTHEQUITY INC$434,7810.05%4,746CommonNONE
654106103NKENIKE INC$432,0920.05%6,740CommonNONE
464287630IWNISHARES TR$431,0990.05%2,379CommonNONE
46429B655FLOTISHARES TR$426,0030.05%8,376CommonNONE
946784105WAYWAYSTAR HLDG CORP$425,9790.05%13,007CommonNONE
09239B109BLBLACKLINE INC$421,9730.05%7,632CommonNONE
649445400FLGFLAGSTAR BANK NATIONAL ASSOC$419,6620.05%33,333CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$419,2080.05%1,619CommonNONE
922908595VBKVANGUARD INDEX FDS$418,7240.05%1,386CommonSOLE
438516106HONHONEYWELL INTL INC$418,6630.05%2,146CommonNONE
14316J108CGCARLYLE GROUP INC$417,1390.05%7,057CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$410,7040.05%1,399CommonNONE
92511U102VRRMVERRA MOBILITY CORP$410,2150.05%18,305CommonNONE
78464A409SPYGSPDR SERIES TRUST$406,3830.05%3,808CommonNONE
78464A508SPYVSPDR SERIES TRUST$404,2830.05%7,116CommonNONE
375558103GILDGILEAD SCIENCES INC$404,0600.05%3,292CommonNONE
78463M107SPSCSPS COMM INC$400,4610.05%4,493CommonNONE
G5960L103MDTMEDTRONIC PLC$389,3060.04%4,023CommonNONE
006739106ADUSADDUS HOMECARE CORP$386,3890.04%3,598CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$385,8930.04%4,840CommonSOLE
82846H405QXOQXO INC$381,7110.04%19,788CommonSOLE
464287507IJHISHARES TR$381,4800.04%5,780CommonNONE
580589109MGRCMCGRATH RENTCORP$381,0010.04%3,631CommonNONE
14040H105COFCAPITAL ONE FINL CORP$376,9840.04%1,555CommonNONE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$368,5700.04%6,150CommonSOLE
617446448MSMORGAN STANLEY$368,0200.04%2,073CommonNONE
697435105PANWPALO ALTO NETWORKS INC$366,3740.04%1,989CommonNONE
46434V803HEFAISHARES TR$365,8290.04%8,845CommonNONE
000360206AAONAAON INC$362,9500.04%4,760CommonSOLE
886364231GRNYTIDAL TRUST I$362,8830.04%14,656CommonSOLE
74758T303QLYSQUALYS INC$355,9060.04%2,678CommonNONE
92204A801VAWVANGUARD WORLD FD$354,0800.04%1,706CommonNONE
260003108DOVDOVER CORP$352,9940.04%1,808CommonNONE
464288661IEIISHARES TR$351,9630.04%2,949CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$351,5790.04%730CommonSOLE
92189F387SHYDVANECK ETF TRUST$348,2320.04%15,200CommonSOLE
09290D101BLKBLACKROCK INC$344,6490.04%322CommonNONE
18452B209CLSKCLEANSPARK INC$344,5350.04%34,045CommonSOLE
302081104EXLSEXLSERVICE HOLDINGS INC$332,0510.04%7,824CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$329,6090.04%7,421CommonNONE
925652109VICIVICI PPTYS INC$326,5150.04%11,416CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$326,2500.04%2,500CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$325,7900.04%2,270CommonNONE
358054104FRSHFRESHWORKS INC$324,8820.04%26,521CommonNONE
46429B598INDAISHARES TR$319,1650.04%5,905CommonNONE
73044W302POETPOET TECHNOLOGIES INC$316,5000.04%50,000CommonSOLE
808524839SCHZSCHWAB STRATEGIC TR$314,0690.04%13,439CommonNONE
21873S108CRWVCOREWEAVE INC$311,5040.04%4,350CommonSOLE
49714P108KNSLKINSALE CAP GROUP INC$308,5940.04%789CommonNONE
109696104BCOBRINKS CO$306,3000.04%2,624CommonNONE
00206R102TAT&T INC$297,5830.03%11,980CommonNONE
254687106DISDISNEY WALT CO$296,2380.03%2,587CommonNONE
607828100MODMODINE MFG CO$294,1230.03%2,203CommonNONE
92847W103VITLVITAL FARMS INC$293,6560.03%9,194CommonNONE
74276R102PRVAPRIVIA HEALTH GROUP INC$293,4820.03%12,378CommonNONE
713448108PEPPEPSICO INC$293,3220.03%2,025CommonNONE
872540109TJXTJX COS INC NEW$292,9340.03%1,907CommonNONE
01644J108ALKTALKAMI TECHNOLOGY INC$292,5740.03%12,682CommonNONE
29084Q100EMEEMCOR GROUP INC$291,2120.03%476CommonNONE
78468R853SPSMSPDR SERIES TRUST$289,0350.03%6,168CommonNONE
H42097107UBSUBS GROUP AG$288,6040.03%6,232CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$285,9950.03%1,545CommonNONE
172967424CCITIGROUP INC$285,3070.03%2,445CommonNONE
53190C102LTHLIFE TIME GROUP HOLDINGS INC$281,8810.03%10,605CommonNONE
464287598IWDISHARES TR$281,8560.03%1,340CommonSOLE
758750103RRXREGAL REXNORD CORPORATION$281,3400.03%2,000CommonSOLE
70438V106PCTYPAYLOCITY HLDG CORP$280,6000.03%1,840CommonNONE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$279,7640.03%3,670CommonSOLE
26856L103ELFE L F BEAUTY INC$279,7510.03%3,679CommonNONE
11271J107BNBROOKFIELD CORP$279,6080.03%6,093CommonSOLE
398905109GPIGROUP 1 AUTOMOTIVE INC$274,5230.03%698CommonNONE
922908553VNQVANGUARD INDEX FDS$273,2830.03%3,088CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$272,7510.03%5,073CommonNONE
03064D108COLDAMERICOLD REALTY TRUST INC$272,4960.03%21,100CommonSOLE
91913Y100VLOVALERO ENERGY CORP$272,1850.03%1,672CommonNONE
00737L103CVSAADTALEM GLOBAL ED INC$271,9190.03%2,628CommonNONE
372460105GPCGENUINE PARTS CO$271,8480.03%2,192CommonSOLE
166764100CVXCHEVRON CORP NEW$271,7470.03%1,783CommonNONE
44951W106IESCIES HLDGS INC$270,3690.03%695CommonNONE
88080T104WULFTERAWULF INC$261,9720.03%22,800CommonSOLE
46138G649QQQMINVESCO EXCH TRADED FD TR II$259,4900.03%1,025CommonNONE
531229755FWONKLIBERTY MEDIA CORP DEL$252,6780.03%2,565CommonSOLE
464287762IYHISHARES TR$252,4580.03%3,878CommonNONE
464287234EEMISHARES TR$252,3770.03%4,613CommonNONE
433000106HIMSHIMS & HERS HEALTH INC$251,6430.03%7,750CommonNONE
33739E108FPEFIRST TR EXCH TRADED FD III$249,6140.03%13,700CommonSOLE
53263P105LMBLIMBACH HLDGS INC$247,4850.03%3,179CommonNONE
464288372IGFISHARES TR$246,9740.03%4,025CommonNONE
92204A876VPUVANGUARD WORLD FD$246,1030.03%1,330CommonNONE
369604301GEGE AEROSPACE$243,9360.03%791CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$242,8570.03%1,105CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$242,8100.03%1,760CommonSOLE
770700102HOODROBINHOOD MKTS INC$242,7130.03%2,146CommonNONE
00724F101ADBEADOBE INC$241,8430.03%691CommonNONE
464287465EFAISHARES TR$239,2780.03%2,491CommonNONE
92537N108VRTVERTIV HOLDINGS CO$236,4110.03%1,459CommonNONE
46429B747STIPISHARES TR$235,0870.03%2,296CommonNONE
58155Q103MCKMCKESSON CORP$234,8370.03%286CommonSOLE
253868103DLRDIGITAL RLTY TR INC$232,4980.03%1,491CommonNONE
78468R739SHMSPDR SERIES TRUST$231,4560.03%4,823CommonNONE
46429B267GOVTISHARES TR$231,2400.03%10,043CommonNONE
46435G102ICVTISHARES TR$226,0580.03%2,295CommonNONE
46434G863ESGEISHARES INC$225,9740.03%5,116CommonNONE
33738R506RDVYFIRST TR EXCHANGE TRADED FD$225,7780.03%3,250CommonSOLE
278642103EBAYEBAY INC.$225,3280.03%2,587CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$225,2490.03%5,038CommonNONE
79466L302CRMSALESFORCE INC$224,1940.03%845CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$223,4370.03%1,775CommonNONE
717081103PFEPFIZER INC$223,1910.03%8,963CommonNONE
95040Q104WELLWELLTOWER INC$220,3190.03%1,187CommonNONE
512807306LRCXLAM RESEARCH CORP$220,1560.03%1,285CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$219,7380.03%819CommonNONE
464287150ITOTISHARES TR$219,6150.03%1,477CommonNONE
D18190898DBDEUTSCHE BANK A G$218,5200.03%5,667CommonNONE
85208M102SFMSPROUTS FMRS MKT INC$218,2960.03%2,740CommonNONE
464287523SOXXISHARES TR$207,7940.02%690CommonNONE
46434V456IQLTISHARES TR$206,1610.02%4,536CommonNONE
458140100INTCINTEL CORP$202,6180.02%5,491CommonNONE
921937827BSVVANGUARD BD INDEX FDS$201,5110.02%2,556CommonNONE
97717W422EPIWISDOMTREE TR$201,3620.02%4,350CommonNONE
47074L105JAMFJAMF HLDG CORP$198,9490.02%15,292CommonNONE
75960P104RELYREMITLY GLOBAL INC$166,0830.02%12,035CommonNONE
872280102CGBDCARLYLE SECURED LENDING INC$128,9000.01%10,000CommonSOLE
G1466R173BORRBORR DRILLING LTD$100,7500.01%25,000CommonSOLE
83304A106SNAPSNAP INC$80,7000.01%10,000CommonNONE
09173B1071B2BITFARMS LTD$70,5000.01%30,000CommonSOLE
53681J103LACLITHIUM AMERS CORP NEW$43,6000.01%10,000CommonSOLE

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.