MondegarAI
Curi Capital, LLC

Q4 2025 · 13F-HR

Curi Capital, LLCholdings as filed

Filed 2026-02-17 · accession 0001172661-26-000968

$5.77B
Reported value
874
Positions
2025-12-31
Period end
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The Brief · Curi Capital, LLC · Q4 2025

AI · grounded in 13F

Curi Capital, LLC increased its position in AVGO by 46.06%. The fund also established a new position in CRH valued at $14.9M and grew its holding in IEFA by 24.72%. On the sell side, the fund closed its position in VBTX, resulting in a negative delta of $9.2M, and trimmed its stake in VRSK by 92.31%.

Holdings as filed

First 500 of 874

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$252.3M4.37%521,648CommonSOLE
037833100AAPLAPPLE INC$171.2M2.97%629,777CommonSOLE
67066G104NVDANVIDIA CORPORATION$140.7M2.44%754,550CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$132.5M2.30%411,240CommonSOLE
023135106AMZNAMAZON COM INC$127.4M2.21%552,046CommonSOLE
02079K305GOOGLALPHABET INC$126.2M2.19%403,092CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$95.8M1.66%3,561,826CommonSOLE
464287200IVVISHARES TR$92.4M1.60%134,921CommonSOLE
92826C839VVISA INC$89.6M1.55%255,393CommonSOLE
02079K107GOOGALPHABET INC$86.2M1.49%274,586CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$78.7M1.36%115,073CommonSOLE
532457108LLYELI LILLY & CO$64.5M1.12%60,060CommonSOLE
235851102DHRDANAHER CORPORATION$64.5M1.12%281,575CommonSOLE
46432F842IEFAISHARES TR$64.3M1.11%718,628CommonSOLE
031100100AMEAMETEK INC$60.0M1.04%292,398CommonSOLE
11135F101AVGOBROADCOM INC$57.9M1.00%167,435CommonSOLE
872540109TJXTJX COS INC NEW$54.7M0.95%355,861CommonSOLE
963320106WHRWHIRLPOOL CORP$52.1M0.90%721,738CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$50.9M0.88%112,112CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$50.5M0.88%9,437CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$49.0M0.85%97,402CommonSOLE
871607107SNPSSYNOPSYS INC$48.2M0.83%102,568CommonSOLE
464288661IEIISHARES TR$47.7M0.83%399,700CommonSOLE
58933Y105MRKMERCK & CO INC$47.0M0.81%443,222CommonSOLE
79466L302CRMSALESFORCE INC$46.2M0.80%174,177CommonSOLE
78463V107GLDSPDR GOLD TR$45.2M0.78%114,030CommonSOLE
30303M102METAMETA PLATFORMS INC$43.4M0.75%65,711CommonSOLE
75513E101RTXRTX CORPORATION$40.7M0.70%221,842CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$40.0M0.69%217,090CommonSOLE
303250104FICOFAIR ISAAC CORP$39.5M0.68%23,379CommonSOLE
655663102NDSNNORDSON CORP$37.7M0.65%156,292CommonSOLE
464287671IUSGISHARES TR$36.2M0.63%215,771CommonSOLE
464287457SHYISHARES TR$35.6M0.62%430,405CommonSOLE
464287465EFAISHARES TR$35.4M0.61%368,638CommonSOLE
032654105ADIANALOG DEVICES INC$34.8M0.60%128,339CommonSOLE
09290D101BLKBLACKROCK INC$33.6M0.58%31,360CommonSOLE
718172109PMPHILIP MORRIS INTL INC$32.8M0.57%202,557CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$32.3M0.56%35,548CommonSOLE
464287663IUSVISHARES TR$31.9M0.55%310,799CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$31.4M0.54%105,848CommonSOLE
231561101CWCURTISS WRIGHT CORP$30.5M0.53%55,322CommonSOLE
78409V104SPGIS&P GLOBAL INC$29.5M0.51%56,497CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$29.2M0.51%1,214,200CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$29.1M0.50%62,082CommonSOLE
46434G764EMXCISHARES INC$28.7M0.50%394,785CommonSOLE
863667101SYKSTRYKER CORPORATION$28.3M0.49%80,247CommonSOLE
313745101FRTFEDERAL RLTY INVT TR NEW$28.1M0.49%278,501CommonSOLE
45168D104IDXXIDEXX LABS INC$26.8M0.46%39,642CommonSOLE
464287804IJRISHARES TR$26.6M0.46%221,700CommonSOLE
478160104JNJJOHNSON & JOHNSON$26.5M0.46%128,247CommonSOLE
550241103LUMNLUMEN TECHNOLOGIES INC$26.2M0.45%3,365,870CommonSOLE
46654Q575JMTGJ P MORGAN EXCHANGE TRADED F$25.9M0.45%504,860CommonSOLE
808524508SCHMSCHWAB STRATEGIC TR$25.8M0.45%859,208CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$25.0M0.43%43,146CommonSOLE
443510607HUBBHUBBELL INC$24.9M0.43%56,119CommonSOLE
26875P101EOGEOG RES INC$24.6M0.43%234,634CommonSOLE
26969P108EXPEAGLE MATLS INC$24.6M0.43%119,004CommonSOLE
277276101EGPEASTGROUP PPTYS INC$24.1M0.42%134,633CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$22.9M0.40%37,832CommonSOLE
942622200WSOWATSCO INC$22.6M0.39%66,985CommonSOLE
75524B104RBCRBC BEARINGS INC$22.3M0.39%49,778CommonSOLE
743315103PGRPROGRESSIVE CORP$22.0M0.38%96,448CommonSOLE
617446448MSMORGAN STANLEY$21.4M0.37%120,595CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$21.3M0.37%775,410CommonSOLE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$21.1M0.37%82,301CommonSOLE
46434G103IEMGISHARES INC$20.4M0.35%303,994CommonSOLE
460146103IPINTERNATIONAL PAPER CO$20.3M0.35%515,484CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$20.2M0.35%35,344CommonSOLE
78464A698KRESPDR SERIES TRUST$20.2M0.35%311,135CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$20.2M0.35%1,152,256CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$20.0M0.35%72,533CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$19.9M0.34%724,612CommonSOLE
55261F104MTBM & T BK CORP$19.8M0.34%98,073CommonSOLE
144285103CRSCARPENTER TECHNOLOGY CORP$19.6M0.34%62,405CommonSOLE
759916109RGENREPLIGEN CORP$19.3M0.33%117,936CommonSOLE
46435U713IFRAISHARES TR$19.2M0.33%364,524CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$19.1M0.33%86,712CommonSOLE
00287Y109ABBVABBVIE INC$19.0M0.33%83,347CommonSOLE
464287507IJHISHARES TR$19.0M0.33%288,498CommonSOLE
861025104SYBTSTOCK YDS BANCORP INC$19.0M0.33%291,825CommonSOLE
45167R104IEXIDEX CORP$18.2M0.31%102,095CommonSOLE
025932104AFGAMERICAN FINL GROUP INC OHIO$17.5M0.30%127,884CommonSOLE
92204A702VGTVANGUARD WORLD FD$17.5M0.30%23,162CommonSOLE
75281A109RRCRANGE RES CORP$17.4M0.30%492,776CommonSOLE
811707801SBCFSEACOAST BKG CORP FLA$17.3M0.30%550,436CommonSOLE
97717X669DGRWWISDOMTREE TR$17.2M0.30%192,709CommonSOLE
18915M107NETCLOUDFLARE INC$17.2M0.30%87,370CommonSOLE
896095106TCBKTRICO BANCSHARES$16.6M0.29%349,658CommonSOLE
48282T104KAIKADANT INC$16.5M0.29%57,872CommonSOLE
464287614IWFISHARES TR$16.4M0.28%34,590CommonSOLE
60937P106MDBMONGODB INC$16.3M0.28%38,928CommonSOLE
00258Y104ABXABACUS GLOBAL MGMT INC$15.9M0.28%1,862,500CommonSOLE
29460X109EQBKEQUITY BANCSHARES INC$15.8M0.27%353,186CommonSOLE
002824100ABTABBOTT LABS$15.7M0.27%125,312CommonSOLE
038222105AMATAPPLIED MATLS INC$15.7M0.27%61,015CommonSOLE
464287481IWPISHARES TR$15.5M0.27%113,010CommonSOLE
97650W108WTFCWINTRUST FINL CORP$15.2M0.26%108,866CommonSOLE
G25508105CRHCRH PLC$14.9M0.26%119,774CommonSOLE
084423102WRBBERKLEY W R CORP$14.9M0.26%212,300CommonSOLE
88160R101TSLATESLA INC$14.9M0.26%33,034CommonSOLE
05550J101BJBJS WHSL CLUB HLDGS INC$14.7M0.26%163,595CommonSOLE
749685103RPMRPM INTL INC$14.2M0.25%136,960CommonSOLE
74167B109FRSTPRIMIS FINANCIAL CORP$14.0M0.24%1,004,156CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$13.9M0.24%138,626CommonSOLE
166764100CVXCHEVRON CORP NEW$13.6M0.24%89,456CommonSOLE
589889104MMSIMERIT MED SYS INC$13.5M0.23%153,699CommonSOLE
860630102SFSTIFEL FINL CORP$13.5M0.23%107,977CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$13.5M0.23%23,651CommonSOLE
92839U206VCVISTEON CORP$13.4M0.23%140,606CommonSOLE
29444U700EQIXEQUINIX INC$13.3M0.23%17,341CommonSOLE
464287622IWBISHARES TR$13.0M0.23%34,926CommonSOLE
437076102HDHOME DEPOT INC$13.0M0.22%37,648CommonSOLE
038336103ATRAPTARGROUP INC$12.8M0.22%104,893CommonSOLE
23804L103DDOGDATADOG INC$12.6M0.22%92,350CommonSOLE
737630103PCHPOTLATCHDELTIC CORPORATION$12.5M0.22%314,866CommonSOLE
216648501COOCOOPER COS INC$12.5M0.22%152,744CommonSOLE
H1467J104CBCHUBB LIMITED$12.5M0.22%39,994CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$12.3M0.21%303,174CommonSOLE
949746101WMT2WELLS FARGO CO NEW$12.2M0.21%131,213CommonSOLE
46435G268SMMDISHARES TR$12.2M0.21%162,184CommonSOLE
97717X594IHDGWISDOMTREE TR$12.1M0.21%248,226CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$12.0M0.21%69,301CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$12.0M0.21%162,557CommonSOLE
92512J106VBNKVERSABANK NEW$11.7M0.20%783,470CommonSOLE
30063P105EXKEXACT SCIENCES CORP$11.3M0.20%111,021CommonSOLE
833445109SNOWSNOWFLAKE INC$11.1M0.19%50,572CommonSOLE
97717W505DONWISDOMTREE TR$11.0M0.19%213,338CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$11.0M0.19%44,235CommonSOLE
922908769VTIVANGUARD INDEX FDS$11.0M0.19%32,671CommonSOLE
320517105FHNFIRST HORIZON CORPORATION$10.9M0.19%455,185CommonSOLE
74624M102PPURE STORAGE INC$10.8M0.19%161,727CommonSOLE
73278L105POOLPOOL CORP$10.8M0.19%47,265CommonSOLE
375558103GILDGILEAD SCIENCES INC$10.7M0.19%87,309CommonSOLE
165303108CPKCHESAPEAKE UTILS CORP$10.7M0.18%84,974CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$10.4M0.18%62,570CommonSOLE
09062W204BLFSBIOLIFE SOLUTIONS INC$10.2M0.18%423,542CommonSOLE
74736L109QTWOQ2 HLDGS INC$10.2M0.18%141,499CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$10.2M0.18%54,843CommonSOLE
17275R102CSCOCISCO SYS INC$10.2M0.18%131,877CommonSOLE
43785V102MCHBMECHANICS BANCORP$10.1M0.17%689,630CommonSOLE
185123106CWANCLEARWATER ANALYTICS HLDGS I$10.0M0.17%414,346CommonSOLE
046353108AZNNASTRAZENECA PLC$10.0M0.17%108,581CommonSOLE
456837103INGING GROEP N.V.$10.0M0.17%355,822CommonSOLE
713448108PEPPEPSICO INC$9.9M0.17%68,582CommonSOLE
912008109USFDUS FOODS HLDG CORP$9.9M0.17%130,871CommonSOLE
29358P101ENSGENSIGN GROUP INC$9.8M0.17%56,482CommonSOLE
780287108RGLDROYAL GOLD INC$9.8M0.17%44,069CommonSOLE
75970E107RNSTRENASANT CORP$9.8M0.17%277,115CommonSOLE
147528103CASYCASEYS GEN STORES INC$9.7M0.17%17,587CommonSOLE
922908629VOVANGUARD INDEX FDS$9.6M0.17%33,222CommonSOLE
78467V848TOTLSSGA ACTIVE ETF TR$9.4M0.16%233,521CommonSOLE
780259305SHELSHELL PLC$9.3M0.16%126,894CommonSOLE
N07059210ASMLASML HOLDING N V$9.3M0.16%8,686CommonSOLE
12572Q105CMECME GROUP INC$9.2M0.16%33,746CommonSOLE
66987V109NVSNOVARTIS AG$9.1M0.16%66,313CommonSOLE
87612E106TGTTARGET CORP$9.1M0.16%93,420CommonSOLE
20030N101CMCSACOMCAST CORP NEW$9.1M0.16%305,176CommonSOLE
548661107LOWLOWES COS INC$9.1M0.16%37,667CommonSOLE
055622104BPBP PLC$9.1M0.16%260,835CommonSOLE
922908736VUGVANGUARD INDEX FDS$9.0M0.16%18,444CommonSOLE
45780R101IBPINSTALLED BLDG PRODS INC$8.9M0.15%34,421CommonSOLE
92189H748CLOIVANECK ETF TRUST$8.9M0.15%168,785CommonSOLE
464288273SCZISHARES TR$8.9M0.15%114,946CommonSOLE
78467V103RLYSSGA ACTIVE ETF TR$8.9M0.15%282,254CommonSOLE
20112C106CBKCOMMERCIAL BANCGROUP INC$8.8M0.15%356,682CommonSOLE
056525108BMIBADGER METER INC$8.8M0.15%50,181CommonSOLE
461202103INTUINTUIT$8.7M0.15%13,113CommonSOLE
M7S64H106MNDYMONDAY COM LTD$8.6M0.15%58,477CommonSOLE
06738E204BCSBARCLAYS PLC$8.5M0.15%335,161CommonSOLE
808524607SCHASCHWAB STRATEGIC TR$8.4M0.14%293,606CommonSOLE
98980G102ZSZSCALER INC$8.3M0.14%36,894CommonSOLE
90355N101USCBUSCB FINANCIAL HOLDINGS INC$8.3M0.14%448,646CommonSOLE
031162100AMGNAMGEN INC$8.2M0.14%25,080CommonSOLE
464287655IWMISHARES TR$7.8M0.14%31,676CommonSOLE
907818108UNPUNION PAC CORP$7.6M0.13%32,968CommonSOLE
68621T102OBKORIGIN BANCORP INC$7.6M0.13%200,907CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$7.5M0.13%16,900CommonSOLE
000360206AAONAAON INC$7.5M0.13%98,604CommonSOLE
03524A108BUDANHEUSER BUSCH INBEV SA/NV$7.5M0.13%116,440CommonSOLE
254687106DISDISNEY WALT CO$7.4M0.13%64,613CommonSOLE
875465106SKTTANGER INC$7.4M0.13%220,816CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$7.2M0.12%47,984CommonSOLE
97717W604DESWISDOMTREE TR$7.2M0.12%214,927CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$7.1M0.12%32,996CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$7.0M0.12%34,003CommonSOLE
109194100BFAMBRIGHT HORIZONS FAM SOL IN D$7.0M0.12%68,905CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$7.0M0.12%190,654CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$6.9M0.12%34,620CommonSOLE
464287234EEMISHARES TR$6.8M0.12%123,977CommonSOLE
30257X104FBKFB FINL CORP$6.7M0.12%120,007CommonSOLE
598511103MOFGMIDWESTONE FINL GROUP INC NE$6.6M0.11%171,272CommonSOLE
12326C105BFSTBUSINESS FIRST BANCSHARES IN$6.5M0.11%250,009CommonSOLE
260557103DOWDOW INC$6.4M0.11%273,740CommonSOLE
049468101TEAMATLASSIAN CORPORATION$6.4M0.11%39,405CommonSOLE
02209S103MOALTRIA GROUP INC$6.3M0.11%107,888CommonSOLE
464287499IWRISHARES TR$6.3M0.11%65,273CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$6.1M0.11%97,278CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$6.0M0.10%8CommonSOLE
68389X105ORCLORACLE CORP$6.0M0.10%30,878CommonSOLE
464287689IWVISHARES TR$5.9M0.10%15,178CommonSOLE
023576101AMTBAMERANT BANCORP INC$5.9M0.10%300,056CommonSOLE
78464A870XBISPDR SERIES TRUST$5.8M0.10%47,689CommonSOLE
00724F101ADBEADOBE INC$5.8M0.10%16,501CommonSOLE
46436E718SGOVISHARES TR$5.7M0.10%57,013CommonSOLE
68213N109OMCLOMNICELL COM$5.7M0.10%126,257CommonSOLE
05368J103AVBHAVIDBANK HLDGS INC$5.7M0.10%214,875CommonSOLE
72201R833MINTPIMCO ETF TR$5.7M0.10%56,576CommonSOLE
19058X207COSOCOASTALSOUTH BANCSHARES INC$5.7M0.10%243,461CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$5.6M0.10%21,005CommonSOLE
922908363VOOVANGUARD INDEX FDS$5.5M0.10%8,818CommonSOLE
46138E354SPLVINVESCO EXCH TRADED FD TR II$5.5M0.10%77,403CommonSOLE
149123101CATCATERPILLAR INC$5.5M0.10%9,620CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$5.5M0.09%12,298CommonSOLE
78468R788SPYDSPDR SERIES TRUST$5.4M0.09%124,700CommonSOLE
92206C706VGITVANGUARD SCOTTSDALE FDS$5.3M0.09%88,268CommonSOLE
33751L105MYFWFIRST WESTN FINL INC$5.3M0.09%197,056CommonSOLE
97717W851DXJWISDOMTREE TR$5.1M0.09%35,483CommonSOLE
33767U107FSUNFIRSTSUN CAP BANCORP$5.0M0.09%133,725CommonSOLE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$4.9M0.09%311,104CommonSOLE
05990K106BANCBANC OF CALIFORNIA INC$4.9M0.08%253,901CommonSOLE
828730200SFNCSIMMONS 1ST NATL CORP$4.7M0.08%251,063CommonSOLE
931142103WMTWALMART INC$4.7M0.08%41,738CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$4.6M0.08%26,091CommonSOLE
443573100HUBSHUBSPOT INC$4.6M0.08%11,422CommonSOLE
570535104MKLMARKEL GROUP INC$4.6M0.08%2,129CommonSOLE
84252A106BCALCALIFORNIA BANCORP$4.5M0.08%243,675CommonSOLE
45073V108ITTITT INC$4.5M0.08%26,066CommonSOLE
257651109DCIDONALDSON INC$4.5M0.08%50,596CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$4.5M0.08%11,513CommonSOLE
178867107CIVBCIVISTA BANCSHARES INC$4.5M0.08%201,090CommonSOLE
665859104NTRSNORTHERN TR CORP$4.5M0.08%32,422CommonSOLE
30231G102XOMEXXON MOBIL CORP$4.3M0.08%35,974CommonSOLE
576485205MTDRMATADOR RES CO$4.3M0.07%101,333CommonSOLE
922908744VTVVANGUARD INDEX FDS$4.3M0.07%22,346CommonSOLE
55306N104MKSIMKS INC.$4.3M0.07%26,641CommonSOLE
422806109HEIHEICO CORP NEW$4.2M0.07%13,061CommonSOLE
152413100CBCCENTRAL BANCOMPANY$4.2M0.07%174,830CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$4.2M0.07%21,843CommonSOLE
580135101MCDMCDONALDS CORP$4.1M0.07%13,465CommonSOLE
808524839SCHZSCHWAB STRATEGIC TR$4.1M0.07%175,922CommonSOLE
124411109BYBYLINE BANCORP INC$4.0M0.07%138,306CommonSOLE
902973304USBUS BANCORP DEL$4.0M0.07%74,047CommonSOLE
742718109PGPROCTER AND GAMBLE CO$3.9M0.07%27,171CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$3.9M0.07%15,022CommonSOLE
25434V708DFACDIMENSIONAL ETF TRUST$3.9M0.07%97,805CommonSOLE
291011104EMREMERSON ELEC CO$3.8M0.07%28,651CommonSOLE
649445400FLGFLAGSTAR BANK NATIONAL ASSOC$3.8M0.07%299,802CommonSOLE
04911A107AUBATLANTIC UN BANKSHARES CORP$3.8M0.07%106,595CommonSOLE
746228303PCYOPURE CYCLE CORP$3.8M0.07%342,211CommonSOLE
053611109AVYAVERY DENNISON CORP$3.8M0.07%20,629CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS$3.7M0.06%62,954CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$3.7M0.06%113,091CommonSOLE
320817109FRMEFIRST MERCHANTS CORP$3.7M0.06%98,334CommonSOLE
858119100STLDSTEEL DYNAMICS INC$3.7M0.06%21,668CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$3.6M0.06%7,460CommonSOLE
84472E102SSBSOUTHSTATE BK CORP$3.5M0.06%37,330CommonSOLE
369604301GEGE AEROSPACE$3.5M0.06%11,339CommonSOLE
009158106APDAIR PRODS & CHEMS INC$3.5M0.06%14,024CommonSOLE
29670E107EPRTESSENTIAL PPTYS RLTY TR INC$3.4M0.06%116,204CommonSOLE
19046P209CCBCOASTAL FINL CORP WA$3.4M0.06%30,000CommonSOLE
947890109WBSWEBSTER FINL CORP$3.4M0.06%54,137CommonSOLE
882508104TXNTEXAS INSTRS INC$3.4M0.06%19,374CommonSOLE
03076K108ABCBAMERIS BANCORP$3.4M0.06%45,195CommonSOLE
244199105DEDEERE & CO$3.4M0.06%7,184CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$3.3M0.06%3,834CommonSOLE
72346Q104PINNACLE FINL PARTNERS INC$3.3M0.06%34,410CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$3.3M0.06%101,955CommonSOLE
464289438IWYISHARES TR$3.2M0.06%11,592CommonSOLE
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922042742VTVANGUARD INTL EQUITY INDEX F$3.2M0.05%22,434CommonNONE
780087102RYROYAL BK CDA$3.1M0.05%18,360CommonSOLE
217204106CPRTCOPART INC$3.1M0.05%79,914CommonSOLE
317585404FISIFINANCIAL INSTNS INC$3.1M0.05%100,000CommonSOLE
65339F101NEENEXTERA ENERGY INC$3.1M0.05%38,455CommonSOLE
464287150ITOTISHARES TR$3.1M0.05%20,684CommonSOLE
337738108FISVFISERV INC$3.1M0.05%45,720CommonSOLE
97717X701HEDJWISDOMTREE TR$3.1M0.05%57,621CommonSOLE
316092808FTECFIDELITY COVINGTON TRUST$3.1M0.05%13,602CommonSOLE
949746804WFC 7.5 PERP LWELLS FARGO CO NEW$3.0M0.05%2,515CommonSOLE
835495102SONSONOCO PRODS CO$3.0M0.05%69,757CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$3.0M0.05%5,374CommonSOLE
74275K108PCORPROCORE TECHNOLOGIES INC$3.0M0.05%41,771CommonSOLE
861012102STMSTMICROELECTRONICS N V$3.0M0.05%115,268CommonSOLE
88579Y101MMM3M CO$2.9M0.05%18,396CommonSOLE
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921909768VXUSVANGUARD STAR FDS$2.9M0.05%38,604CommonSOLE
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110122108BMYBRISTOL-MYERS SQUIBB CO$2.8M0.05%52,270CommonSOLE
438516106HONHONEYWELL INTL INC$2.8M0.05%14,432CommonSOLE
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693475105PNCPNC FINL SVCS GROUP INC$2.8M0.05%13,286CommonSOLE
311900104FASTFASTENAL CO$2.7M0.05%68,480CommonSOLE
896239100TRMBTRIMBLE INC$2.7M0.05%34,582CommonSOLE
H17182108CRSPCRISPR THERAPEUTICS AG$2.7M0.05%50,591CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$2.6M0.05%53,031CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$2.6M0.05%35,515CommonSOLE
268150109DTDYNATRACE INC$2.6M0.04%59,898CommonSOLE
65406E102NICNICOLET BANKSHARES INC$2.6M0.04%21,137CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$2.6M0.04%16,321CommonSOLE
69370C100PTCPTC INC$2.5M0.04%14,514CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$2.5M0.04%7,594CommonSOLE
682680103OKEONEOK INC NEW$2.5M0.04%33,664CommonSOLE
32026V104FFWMFIRST FNDTN INC$2.5M0.04%400,968CommonSOLE
191216100KOCOCA COLA CO$2.5M0.04%35,324CommonSOLE
62944T105NVRNVR INC$2.4M0.04%332CommonSOLE
464287309IVWISHARES TR$2.4M0.04%19,536CommonSOLE
25434V724DFUVDIMENSIONAL ETF TRUST$2.4M0.04%51,395CommonSOLE
060505104BACBANK AMERICA CORP$2.4M0.04%43,426CommonSOLE
825107105SHBISHORE BANCSHARES INC$2.4M0.04%133,384CommonSOLE
025816109AXPAMERICAN EXPRESS CO$2.3M0.04%6,256CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$2.3M0.04%9,544CommonSOLE
969457100WMBWILLIAMS COS INC$2.3M0.04%38,288CommonSOLE
084680107BBTBEACON FINANCIAL CORP.$2.3M0.04%87,182CommonSOLE
744320102PRUPRUDENTIAL FINL INC$2.3M0.04%20,307CommonSOLE
74386T105PFSPROVIDENT FINL SVCS INC$2.3M0.04%115,435CommonSOLE
512807306LRCXLAM RESEARCH CORP$2.3M0.04%13,170CommonSOLE
78468R663BILSPDR SERIES TRUST$2.2M0.04%24,622CommonSOLE
36828A101GEVGE VERNOVA INC$2.2M0.04%3,434CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$2.2M0.04%12,441CommonSOLE
767204100RIORIO TINTO PLC$2.2M0.04%27,495CommonSOLE
142339100CSLCARLISLE COS INC$2.2M0.04%6,822CommonSOLE
M6191J100FROGJFROG LTD$2.2M0.04%34,727CommonNONE
92189F106GDXVANECK ETF TRUST$2.2M0.04%25,170CommonNONE
759509102RSRELIANCE INC$2.1M0.04%7,400CommonSOLE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$2.1M0.04%31,133CommonSOLE
747525103QCOMQUALCOMM INC$2.1M0.04%12,424CommonSOLE
53656G498MAGSLISTED FDS TR$2.1M0.04%32,185CommonSOLE
108621103BWBBRIDGEWATER BANCSHARES INC$2.1M0.04%120,012CommonSOLE
55336V100MPLXMPLX LP$2.1M0.04%39,193CommonSOLE
464288687PFFISHARES TR$2.1M0.04%66,788CommonSOLE
03076C106AMPAMERIPRISE FINL INC$2.1M0.04%4,212CommonSOLE
11271J107BNBROOKFIELD CORP$2.0M0.04%44,659CommonSOLE
060505682BAC 7.25 PERP LBANK AMERICA CORP$2.0M0.04%1,601CommonSOLE
81762P102NOWSERVICENOW INC$2.0M0.04%13,262CommonSOLE
437872104HTBHOMETRUST BANCSHARES INC$2.0M0.03%46,847CommonSOLE
718546104PSXPHILLIPS 66$2.0M0.03%15,534CommonSOLE
464287226AGGISHARES TR$2.0M0.03%19,960CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$2.0M0.03%6,836CommonSOLE
680277100OSBCOLD SECOND BANCORP INC ILL$2.0M0.03%100,505CommonSOLE
808524102SCHBSCHWAB STRATEGIC TR$2.0M0.03%74,498CommonSOLE
464287168DVYISHARES TR$2.0M0.03%13,821CommonSOLE
92686J106VKTXVIKING THERAPEUTICS INC$1.9M0.03%54,829CommonSOLE
02072L532BSVOEA SERIES TRUST$1.9M0.03%82,395CommonNONE
64110L106NFLXNETFLIX INC$1.9M0.03%20,093CommonSOLE
464289420IWXISHARES TR$1.9M0.03%20,368CommonSOLE
032108664HACKAMPLIFY ETF TR$1.9M0.03%23,183CommonSOLE
369550108GDGENERAL DYNAMICS CORP$1.9M0.03%5,512CommonSOLE
01741R102ATIATI INC$1.8M0.03%16,107CommonSOLE
92337F107VCYTVERACYTE INC$1.8M0.03%43,892CommonSOLE
857477103STTSTATE STR CORP$1.8M0.03%14,301CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$1.8M0.03%33,589CommonSOLE
146103106CARECARTER BANKSHARES INC$1.8M0.03%93,295CommonSOLE
G8473T100STESTERIS PLC$1.8M0.03%7,159CommonSOLE
686330101IXORIX CORP$1.8M0.03%61,812CommonSOLE
717081103PFEPFIZER INC$1.8M0.03%72,309CommonSOLE
15135B101CNCCENTENE CORP DEL$1.8M0.03%43,713CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$1.8M0.03%15,202CommonSOLE
020002101ALLALLSTATE CORP$1.8M0.03%8,495CommonSOLE
25434V807DFIVDIMENSIONAL ETF TRUST$1.7M0.03%34,598CommonSOLE
53803X105LOBLIVE OAK BANCSHARES INC$1.7M0.03%50,199CommonSOLE
366651107ITGARTNER INC$1.7M0.03%6,769CommonSOLE
69331C108PCGPG&E CORP$1.7M0.03%105,896CommonSOLE
37954Y889CATHGLOBAL X FDS$1.7M0.03%20,523CommonSOLE
231021106CMICUMMINS INC$1.7M0.03%3,292CommonSOLE
075887109BDXBECTON DICKINSON & CO$1.7M0.03%8,647CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$1.7M0.03%26,052CommonSOLE
46434V100SLQDISHARES TR$1.7M0.03%32,584CommonSOLE
31428X106FDXFEDEX CORP$1.7M0.03%5,683CommonSOLE
64828T201RITMRITHM CAPITAL CORP$1.6M0.03%150,256CommonSOLE
631103108NDAQNASDAQ INC$1.6M0.03%16,897CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$1.6M0.03%1,867CommonSOLE
040413205ANETARISTA NETWORKS INC$1.6M0.03%12,451CommonSOLE
009066101ABNBAIRBNB INC$1.6M0.03%11,991CommonSOLE
29273V100ETENERGY TRANSFER L P$1.6M0.03%97,858CommonSOLE
37954Y368CEFAGLOBAL X FDS$1.6M0.03%42,848CommonNONE
172062101CINFCINCINNATI FINL CORP$1.6M0.03%9,801CommonSOLE
92206C680VONGVANGUARD SCOTTSDALE FDS$1.6M0.03%13,105CommonSOLE
199908104FIXCOMFORT SYS USA INC$1.6M0.03%1,687CommonSOLE
74348A467NOBLPROSHARES TR$1.6M0.03%15,114CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$1.6M0.03%9,683CommonSOLE
92939U106WECWEC ENERGY GROUP INC$1.6M0.03%14,812CommonSOLE
94106L109WMWASTE MGMT INC DEL$1.6M0.03%7,081CommonSOLE
398433102GFFGRIFFON CORP$1.6M0.03%21,065CommonNONE
110448107BTIBRITISH AMERN TOB PLC$1.5M0.03%26,763CommonSOLE
56585A102MPCMARATHON PETE CORP$1.5M0.03%9,427CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$1.5M0.03%9,494CommonSOLE
037833100AAPLAPPLE INC$1.5M0.03%5,600PUTNONE
26603R106DUOLDUOLINGO INC$1.5M0.03%8,418CommonSOLE
25434V500DFASDIMENSIONAL ETF TRUST$1.5M0.03%21,157CommonSOLE
464287721IYWISHARES TR$1.5M0.03%7,310CommonSOLE
25434V609DFATDIMENSIONAL ETF TRUST$1.5M0.03%24,479CommonSOLE
172967424CCITIGROUP INC$1.5M0.03%12,462CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$1.5M0.03%3,727CommonSOLE
920253101VMIVALMONT INDS INC$1.4M0.02%3,573CommonSOLE
46982L108JJACOBS SOLUTIONS INC$1.4M0.02%10,785CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$1.4M0.02%1,840CommonSOLE
78464A631XARSPDR SERIES TRUST$1.4M0.02%5,876CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$1.4M0.02%16,225CommonSOLE
97717W406AIVLWISDOMTREE TR$1.4M0.02%12,143CommonSOLE
92338C103VLTOVERALTO CORP$1.4M0.02%13,822CommonSOLE
46434G822EWJISHARES INC$1.4M0.02%17,048CommonSOLE
665859104NTRSNORTHERN TR CORP$1.4M0.02%10,000PUTNONE
28176E108EWEDWARDS LIFESCIENCES CORP$1.3M0.02%15,815CommonSOLE
20825C104COPCONOCOPHILLIPS$1.3M0.02%14,218CommonSOLE
654106103NKENIKE INC$1.3M0.02%20,612CommonSOLE
92206C730VONEVANGUARD SCOTTSDALE FDS$1.3M0.02%4,250CommonSOLE
G87052109TELTE CONNECTIVITY PLC$1.3M0.02%5,755CommonSOLE
651639106NEMNEWMONT CORP$1.3M0.02%13,078CommonSOLE
464287598IWDISHARES TR$1.3M0.02%6,095CommonSOLE
464287473IWSISHARES TR$1.3M0.02%9,033CommonSOLE
78464A359CWBSPDR SERIES TRUST$1.3M0.02%14,272CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$1.3M0.02%15,916CommonSOLE
97717Y691WCLDWISDOMTREE TR$1.3M0.02%36,133CommonSOLE
958102105WDCWESTERN DIGITAL CORP$1.2M0.02%7,251CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$1.2M0.02%8,633CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$1.2M0.02%21,194CommonSOLE
09260D107BXBLACKSTONE INC$1.2M0.02%8,016CommonSOLE
45784P101PODDINSULET CORP$1.2M0.02%4,338CommonSOLE
72201R718LDURPIMCO ETF TR$1.2M0.02%12,805CommonSOLE
92343E102VRSNVERISIGN INC$1.2M0.02%5,072CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$1.2M0.02%12,220CommonSOLE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$1.2M0.02%23,869CommonSOLE
12504L109CBRECBRE GROUP INC$1.2M0.02%7,492CommonSOLE
59540G107MPBMID PENN BANCORP INC$1.2M0.02%38,759CommonSOLE
143130102KMXCARMAX INC$1.2M0.02%31,096CommonNONE
46429B333GNMAISHARES TR$1.2M0.02%26,952CommonSOLE
595112103MUMICRON TECHNOLOGY INC$1.2M0.02%4,197CommonSOLE
319383204BUSEFIRST BUSEY CORP$1.2M0.02%50,261CommonSOLE
45687V106IRINGERSOLL RAND INC$1.2M0.02%15,091CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$1.2M0.02%4,585CommonSOLE
281020107EIXEDISON INTL$1.2M0.02%19,734CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$1.2M0.02%4,058CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$1.2M0.02%41,984CommonSOLE
680033107ONBOLD NATL BANCORP IND$1.2M0.02%52,493CommonSOLE
89679E300TFINTRIUMPH FINANCIAL INC$1.1M0.02%18,311CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$1.1M0.02%8,226CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$1.1M0.02%7,916CommonSOLE
452327109ILMNILLUMINA INC$1.1M0.02%8,577CommonSOLE
726503105PAAPLAINS ALL AMERN PIPELINE L$1.1M0.02%62,291CommonSOLE
46266C105IQVIQVIA HLDGS INC$1.1M0.02%4,963CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$1.1M0.02%1,968CommonSOLE
16411R208LNGCHENIERE ENERGY INC$1.1M0.02%5,682CommonNONE
958669103WESWESTERN MIDSTREAM PARTNERS L$1.1M0.02%27,938CommonNONE
256677105DGDOLLAR GEN CORP NEW$1.1M0.02%8,289CommonNONE
23331A109DHID R HORTON INC$1.1M0.02%7,604CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$1.1M0.02%1,600PUTNONE
46429B663HDVISHARES TR$1.1M0.02%8,818CommonSOLE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$1.1M0.02%13,886CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$1.1M0.02%2,662CommonNONE
92936U109WPCWP CAREY INC$1.0M0.02%16,055CommonSOLE
025072877AVUVAMERICAN CENTY ETF TR$1.0M0.02%10,225CommonSOLE
855244109SBUXSTARBUCKS CORP$1.0M0.02%12,328CommonSOLE
00206R102TAT&T INC$1.0M0.02%41,288CommonSOLE
27828Y108ETVEATON VANCE TAX-MANAGED BUY-$1.0M0.02%70,283CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$1.0M0.02%2,977CommonSOLE
G87110105FTITECHNIPFMC PLC$995,6940.02%22,345CommonSOLE
097023105BABOEING CO$994,2070.02%4,579CommonSOLE
278865100ECLECOLAB INC$993,6230.02%3,775CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$989,0640.02%19,473CommonSOLE
464285204IAUISHARES GOLD TR$986,2980.02%12,151CommonSOLE
221006109CRVLCORVEL CORP$980,6740.02%14,492CommonSOLE
571903202MARMARRIOTT INTL INC NEW$980,2850.02%3,160CommonSOLE
64049M209NEONEOGENOMICS INC$980,1490.02%83,346CommonNONE
78464A763SDYSPDR SERIES TRUST$979,5180.02%7,039CommonSOLE
464287408IVEISHARES TR$978,2440.02%4,613CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$969,1080.02%11,095CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$968,0410.02%4,981CommonNONE
46434V621DGROISHARES TR$955,9840.02%13,771CommonSOLE
628778102NBTBNBT BANCORP INC$944,7050.02%22,753CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$933,6200.02%3,295CommonSOLE
260003108DOVDOVER CORP$932,3290.02%4,776CommonSOLE
28852N109EFCELLINGTON FINANCIAL INC$930,3380.02%68,507CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$928,8620.02%25,104CommonSOLE
G0176J109ALLEALLEGION PLC$925,9650.02%5,816CommonNONE
92206C714VONVVANGUARD SCOTTSDALE FDS$913,6780.02%9,899CommonNONE
458140100INTCINTEL CORP$912,3350.02%24,725CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$902,1750.02%13,860CommonSOLE
030371108AVDAMERICAN VANGUARD CORP$898,6210.02%235,241CommonSOLE
47103U845JAAAJANUS DETROIT STR TR$894,2050.02%17,679CommonSOLE
87612G101TRGPTARGA RES CORP$892,2420.02%4,836CommonSOLE
922908751VBVANGUARD INDEX FDS$886,9380.02%3,438CommonSOLE
78464A797KBESPDR SERIES TRUST$885,2860.02%14,587CommonSOLE
G93A5A101VIKVIKING HOLDINGS LTD$880,3430.02%12,328CommonNONE
247361702DALDELTA AIR LINES INC DEL$879,7850.02%12,677CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$869,2530.02%9,530CommonSOLE
902494103TSNTYSON FOODS INC$862,5550.01%14,714CommonSOLE
209115104EDCONSOLIDATED EDISON INC$861,5800.01%8,675CommonSOLE
46090E103QQQINVESCO QQQ TR$860,0340.01%1,400PUTNONE
891092108TTCTORO CO$857,0270.01%10,836CommonSOLE
25434V401DFUSDIMENSIONAL ETF TRUST$856,2100.01%11,544CommonSOLE
464288414MUBISHARES TR$852,8270.01%7,962CommonSOLE
771049103RBLXROBLOX CORP$843,3890.01%10,408CommonSOLE
615369105MCOMOODYS CORP$838,0400.01%1,640CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$828,2920.01%13,937CommonNONE
025072885AVUSAMERICAN CENTY ETF TR$828,2210.01%7,410CommonSOLE
81369Y100XLBSELECT SECTOR SPDR TR$827,2300.01%18,241CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$818,3040.01%1,200CALLNONE
893641100TDGTRANSDIGM GROUP INC$818,2570.01%615CommonNONE

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.