MondegarAI
HUB Investment Partners, LLC

Q4 2025 · 13F-HR

HUB Investment Partners, LLCholdings as filed

Filed 2026-02-17 · accession 0001172661-26-001003

$3.86B
Reported value
957
Positions
2025-12-31
Period end
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The Brief · HUB Investment Partners, LLC · Q4 2025

AI · grounded in 13F

HUB Investment Partners, LLC established a new position in AAPL valued at $355.5M. The fund also opened new stakes in AMZN for $91.9M and AVLV for $81.9M. On the sell side, the fund trimmed its holdings in DYNF by 96.6% and COWZ by 96.4%.

Holdings as filed

First 500 of 957

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$427.8M11.1%2,293,672CommonNONE
037833100AAPLAPPLE INC$349.2M9.04%1,284,361CommonNONE
922908769VTIVANGUARD INDEX FDS$106.9M2.77%318,841CommonNONE
594918104MSFTMICROSOFT CORP$97.4M2.52%201,376CommonNONE
023135106AMZNAMAZON COM INC$90.2M2.33%390,689CommonNONE
025072349AVLVAMERICAN CENTY ETF TR$82.0M2.12%1,081,856CommonNONE
316188309FBNDFIDELITY MERRIMACK STR TR$56.9M1.47%1,236,027CommonNONE
02079K305GOOGLALPHABET INC$53.3M1.38%170,217CommonNONE
025072703AVDEAMERICAN CENTY ETF TR$52.8M1.37%641,708CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$50.4M1.31%156,450CommonNONE
67066G104NVDANVIDIA CORPORATION$48.7M1.26%261,200CALLNONE
30303M102METAMETA PLATFORMS INC$46.8M1.21%70,943CommonNONE
14020V108CGUSCAPITAL GROUP CORE EQUITY ET$45.9M1.19%1,140,188CommonNONE
88160R101TSLATESLA INC$44.4M1.15%98,627CommonNONE
092528603BINCBLACKROCK ETF TRUST II$43.5M1.13%824,295CommonNONE
02079K305GOOGLALPHABET INC$42.8M1.11%136,900CALLNONE
11135F101AVGOBROADCOM INC$42.8M1.11%123,702CommonNONE
922908744VTVVANGUARD INDEX FDS$41.9M1.08%219,290CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$41.5M1.07%725,240CommonNONE
72201R585PYLDPIMCO ETF TR$38.4M0.99%1,439,620CommonNONE
931142103WMTWALMART INC$35.8M0.93%321,083CommonNONE
922020748VCRBVANGUARD MALVERN FDS$34.3M0.89%440,130CommonNONE
46654Q609JGROJ P MORGAN EXCHANGE TRADED F$30.3M0.78%326,449CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$30.1M0.78%53,089CommonNONE
617446448MSMORGAN STANLEY$29.1M0.75%163,675CommonNONE
02079K107GOOGALPHABET INC$29.0M0.75%92,299CommonNONE
78464A854SPYMSPDR SERIES TRUST$28.5M0.74%355,786CommonNONE
46435G409IVLUISHARES TR$28.3M0.73%743,356CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$26.1M0.68%51,934CommonNONE
46432F834IXUSISHARES TR$25.4M0.66%300,392CommonNONE
00287Y109ABBVABBVIE INC$24.8M0.64%108,684CommonNONE
45168D104IDXXIDEXX LABS INC$23.4M0.61%34,630CommonNONE
30231G102XOMEXXON MOBIL CORP$23.1M0.60%192,300CommonNONE
46436E718SGOVISHARES TR$21.3M0.55%212,267CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$20.9M0.54%359,246CommonNONE
921910733ESGVVANGUARD WORLD FD$20.7M0.53%170,810CommonNONE
949746101WMT2WELLS FARGO CO NEW$19.7M0.51%211,577CommonNONE
37954Y483QYLDGLOBAL X FDS$19.4M0.50%1,099,407CommonNONE
57636Q104MAMASTERCARD INCORPORATED$18.8M0.49%32,992CommonNONE
025072604AVEMAMERICAN CENTY ETF TR$18.6M0.48%241,766CommonNONE
92826C839VVISA INC$18.5M0.48%52,728CommonNONE
46090E103QQQINVESCO QQQ TR$18.5M0.48%30,090CommonNONE
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$17.1M0.44%361,338CommonNONE
46138J429BSCVINVESCO EXCH TRD SLF IDX FD$16.6M0.43%996,015CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$16.6M0.43%114,620CommonNONE
37954Y475XYLDGLOBAL X FDS$16.6M0.43%407,879CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$16.5M0.43%24,266CommonNONE
46432F339QUALISHARES TR$15.8M0.41%79,775CommonNONE
060505104BACBANK AMERICA CORP$14.9M0.39%271,228CommonNONE
922908512VOEVANGUARD INDEX FDS$14.7M0.38%82,812CommonNONE
464287481IWPISHARES TR$14.6M0.38%106,707CommonNONE
79466L302CRMSALESFORCE INC$14.6M0.38%55,037CommonNONE
922908629VOVANGUARD INDEX FDS$14.1M0.37%48,595CommonNONE
478160104JNJJOHNSON & JOHNSON$13.9M0.36%67,277CommonNONE
55354G100MSCIMSCI INC$13.7M0.36%23,908CommonNONE
532457108LLYELI LILLY & CO$13.6M0.35%12,682CommonNONE
464289875AOMISHARES TR$13.4M0.35%281,500CommonNONE
808513105SCHWSCHWAB CHARLES CORP$13.3M0.35%133,499CommonNONE
922908363VOOVANGUARD INDEX FDS$13.2M0.34%21,123CommonNONE
038222105AMATAPPLIED MATLS INC$12.8M0.33%49,787CommonNONE
37954Y459RYLDGLOBAL X FDS$12.7M0.33%831,825CommonNONE
74762E102QUREQUANTA SVCS INC$12.7M0.33%30,121CommonNONE
46138J783BSCRINVESCO EXCH TRD SLF IDX FD$12.7M0.33%643,896CommonNONE
67066G104NVDANVIDIA CORPORATION$12.6M0.33%67,800PUTNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$12.6M0.33%41,319CommonNONE
682680103OKEONEOK INC NEW$12.5M0.32%169,547CommonNONE
65339F101NEENEXTERA ENERGY INC$12.3M0.32%153,459CommonNONE
23331A109DHID R HORTON INC$12.1M0.31%84,309CommonNONE
046353108AZNNASTRAZENECA PLC$11.8M0.31%128,635CommonNONE
718546104PSXPHILLIPS 66$11.8M0.30%91,224CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$11.6M0.30%54,104CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$11.5M0.30%91,545CommonNONE
36828A101GEVGE VERNOVA INC$11.2M0.29%17,077CommonNONE
58733R102MELIMERCADOLIBRE INC$11.0M0.28%5,457CommonNONE
46138J452BSJSINVESCO EXCH TRD SLF IDX FD$10.5M0.27%475,701CommonNONE
482480100KLACKLA CORP$10.4M0.27%8,537CommonNONE
29250N105ENBENBRIDGE INC$10.3M0.27%215,137CommonNONE
17275R102CSCOCISCO SYS INC$10.3M0.27%133,543CommonNONE
697435105PANWPALO ALTO NETWORKS INC$10.2M0.26%55,516CommonNONE
580135101MCDMCDONALDS CORP$10.1M0.26%33,162CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$10.0M0.26%11,543CommonNONE
97717Y527USFRWISDOMTREE TR$9.7M0.25%193,459CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$9.6M0.25%299,701CommonNONE
00724F101ADBEADOBE INC$9.3M0.24%26,441CommonNONE
74340W103PLDPROLOGIS INC.$9.1M0.24%71,430CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$9.1M0.24%19,440CommonNONE
025072299AVSDAMERICAN CENTY ETF TR$9.1M0.23%122,117CommonNONE
74347R206QLDPROSHARES TR$8.9M0.23%127,047CommonNONE
86765K109SUNSUNOCO LP/SUNOCO FIN CORP$8.9M0.23%170,371CommonNONE
70432V102PAYCPAYCOM SOFTWARE INC$8.6M0.22%54,055CommonNONE
82509L107SHOPSHOPIFY INC$8.5M0.22%52,750CommonNONE
14019W109CGXUCAPITAL GROUP INTL FOCUS EQT$8.5M0.22%286,780CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$8.5M0.22%94,012CommonNONE
00436Q106ACELACCEL ENTERTAINMENT INC$8.1M0.21%713,948CommonNONE
969457100WMBWILLIAMS COS INC$7.9M0.20%131,366CommonNONE
872590104TMUST-MOBILE US INC$7.9M0.20%38,783CommonNONE
375558103GILDGILEAD SCIENCES INC$7.8M0.20%63,949CommonNONE
46138J643BSCSINVESCO EXCH TRD SLF IDX FD$7.8M0.20%380,070CommonNONE
64110L106NFLXNETFLIX INC$7.8M0.20%83,104CommonNONE
12503M108CBOECBOE GLOBAL MKTS INC$7.8M0.20%30,962CommonNONE
09290D101BLKBLACKROCK INC$7.8M0.20%7,253CommonNONE
46138J577BSCTINVESCO EXCH TRD SLF IDX FD$7.7M0.20%409,561CommonNONE
46138J460BSCUINVESCO EXCH TRD SLF IDX FD$7.7M0.20%455,163CommonNONE
747525103QCOMQUALCOMM INC$7.7M0.20%44,992CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$7.7M0.20%64,157CommonNONE
697435105PANWPALO ALTO NETWORKS INC$7.6M0.20%41,100CALLNONE
025537101AEPAMERICAN ELEC PWR CO INC$7.6M0.20%65,647CommonNONE
46654Q724HELOJ P MORGAN EXCHANGE TRADED F$7.1M0.18%106,543CommonNONE
437076102HDHOME DEPOT INC$6.8M0.18%19,662CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$6.7M0.17%37,968CommonNONE
12572Q105CMECME GROUP INC$6.7M0.17%24,530CommonNONE
166764100CVXCHEVRON CORP NEW$6.7M0.17%43,889CommonNONE
38747R827NVDLGRANITESHARES ETF TR$6.6M0.17%75,455CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$6.6M0.17%7,479CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$6.2M0.16%18,931CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$6.1M0.16%28,600CALLNONE
002824100ABTABBOTT LABS$6.0M0.15%47,546CommonNONE
01881G106ABALLIANCEBERNSTEIN HLDG L P$5.9M0.15%154,239CommonNONE
595112103MUMICRON TECHNOLOGY INC$5.9M0.15%20,623CommonNONE
037833100AAPLAPPLE INC$5.8M0.15%21,200PUTNONE
78462F103SPYSPDR S&P 500 ETF TR$5.5M0.14%8,100CALLNONE
15118V207CELHCELSIUS HLDGS INC$5.5M0.14%119,236CommonNONE
742718109PGPROCTER AND GAMBLE CO$5.4M0.14%37,547CommonNONE
701094104PHPARKER-HANNIFIN CORP$5.4M0.14%6,108CommonNONE
92537N108VRTVERTIV HOLDINGS CO$5.3M0.14%32,981CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$5.3M0.14%24,296CommonNONE
882681109TXRHTEXAS ROADHOUSE INC$5.3M0.14%32,148CommonNONE
00123Q104AGNCAGNC INVT CORP$5.3M0.14%491,057CommonNONE
368736104GNRCGENERAC HLDGS INC$5.2M0.14%38,477CommonNONE
68389X105ORCLORACLE CORP$5.2M0.14%26,759CommonNONE
670837103OGEOGE ENERGY CORP$5.2M0.13%122,011CommonNONE
30034W106EVRGEVERGY INC$5.1M0.13%69,971CommonNONE
713448108PEPPEPSICO INC$5.1M0.13%35,262CommonNONE
75513E101RTXRTX CORPORATION$5.0M0.13%27,510CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$4.9M0.13%97,822CommonNONE
26923N819NVDXETF OPPORTUNITIES TRUST$4.9M0.13%283,333CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$4.8M0.12%58,860CommonNONE
58933Y105MRKMERCK & CO INC$4.7M0.12%44,879CommonNONE
040413205ANETARISTA NETWORKS INC$4.7M0.12%35,720CommonNONE
464287200IVVISHARES TR$4.6M0.12%6,757CommonNONE
03831W108APPAPPLOVIN CORP$4.6M0.12%6,757CommonNONE
09581B103OWLBLUE OWL CAPITAL INC$4.5M0.12%304,238CommonNONE
097023105BABOEING CO$4.5M0.12%20,810CommonNONE
191216100KOCOCA COLA CO$4.5M0.12%64,191CommonNONE
464287655IWMISHARES TR$4.5M0.12%18,161CommonNONE
09260D107BXBLACKSTONE INC$4.5M0.12%28,890CommonNONE
18915M107NETCLOUDFLARE INC$4.4M0.11%22,358CommonNONE
833445109SNOWSNOWFLAKE INC$4.3M0.11%19,770CommonNONE
092528843HIMUBLACKROCK ETF TRUST II$4.3M0.11%88,895CommonNONE
26142V105DKNGDRAFTKINGS INC NEW$4.2M0.11%122,064CommonNONE
594972408MSTRSTRATEGY INC$4.2M0.11%27,500CALLNONE
74347X831TQQQPROSHARES TR$4.1M0.11%78,020CommonNONE
921937819BIVVANGUARD BD INDEX FDS$4.0M0.10%51,341CommonNONE
539830109LMTLOCKHEED MARTIN CORP$4.0M0.10%8,250CommonNONE
46434G103IEMGISHARES INC$4.0M0.10%59,062CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$4.0M0.10%13,000CALLNONE
464288414MUBISHARES TR$3.9M0.10%36,863CommonNONE
78463V107GLDSPDR GOLD TR$3.8M0.10%9,527CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$3.7M0.10%21,143CommonNONE
02209S103MOALTRIA GROUP INC$3.7M0.10%64,167CommonNONE
717081103PFEPFIZER INC$3.7M0.09%146,712CommonNONE
46090E103QQQINVESCO QQQ TR$3.6M0.09%5,900CALLNONE
68389X105ORCLORACLE CORP$3.4M0.09%17,700CALLNONE
254687106DISDISNEY WALT CO$3.4M0.09%29,811CommonNONE
369604301GEGE AEROSPACE$3.3M0.09%10,737CommonNONE
20825C104COPCONOCOPHILLIPS$3.3M0.08%34,769CommonNONE
29273V100ETENERGY TRANSFER L P$3.2M0.08%195,384CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$3.2M0.08%6,400CALLNONE
75734B100RDDTREDDIT INC$3.2M0.08%13,900CALLNONE
00206R102TAT&T INC$3.2M0.08%128,076CommonNONE
81762P102NOWSERVICENOW INC$3.1M0.08%20,348CommonNONE
571903202MARMARRIOTT INTL INC NEW$3.1M0.08%10,022CommonNONE
48251W104KKRKKR & CO INC$3.1M0.08%24,056CommonNONE
882508104TXNTEXAS INSTRS INC$2.9M0.08%16,966CommonNONE
46138J635BSJQINVESCO EXCH TRD SLF IDX FD$2.9M0.08%125,392CommonNONE
464287499IWRISHARES TR$2.9M0.07%29,677CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$2.8M0.07%9,607CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$2.8M0.07%15,300CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$2.8M0.07%18,838CommonNONE
464287804IJRISHARES TR$2.8M0.07%23,381CommonNONE
85571B105STWDSTARWOOD PPTY TR INC$2.8M0.07%154,323CommonNONE
46138J791BSCQINVESCO EXCH TRD SLF IDX FD$2.7M0.07%140,048CommonNONE
25434V500DFASDIMENSIONAL ETF TRUST$2.7M0.07%38,408CommonNONE
921910816MGKVANGUARD WORLD FD$2.7M0.07%6,439CommonNONE
744320102PRUPRUDENTIAL FINL INC$2.6M0.07%23,445CommonNONE
464287614IWFISHARES TR$2.6M0.07%5,573CommonNONE
464287622IWBISHARES TR$2.6M0.07%7,055CommonNONE
464288687PFFISHARES TR$2.6M0.07%83,818CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$2.6M0.07%17,458CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$2.5M0.06%17,474CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$2.5M0.06%63,115CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$2.3M0.06%22,956CommonNONE
46090E103QQQINVESCO QQQ TR$2.3M0.06%3,800PUTNONE
438516106HONHONEYWELL INTL INC$2.3M0.06%11,911CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$2.3M0.06%8,319CommonNONE
512807306LRCXLAM RESEARCH CORP$2.3M0.06%13,370CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$2.3M0.06%3CommonNONE
532457108LLYELI LILLY & CO$2.3M0.06%2,100PUTNONE
45867G101IDCCINTERDIGITAL INC$2.2M0.06%7,066CommonNONE
958669103WESWESTERN MIDSTREAM PARTNERS L$2.2M0.06%56,948CommonNONE
30303M102METAMETA PLATFORMS INC$2.2M0.06%3,400CALLNONE
58733R102MELIMERCADOLIBRE INC$2.2M0.06%1,100CALLNONE
G5960L103MDTMEDTRONIC PLC$2.2M0.06%22,965CommonNONE
H5919C104ONONON HLDG AG$2.2M0.06%46,704CommonNONE
532257805LPTHLIGHTPATH TECHNOLOGIES INC$2.2M0.06%200,382CommonNONE
922907746VTEBVANGUARD MUN BD FDS$2.1M0.05%42,244CommonNONE
172967424CCITIGROUP INC$2.1M0.05%18,137CommonNONE
911363109URIUNITED RENTALS INC$2.1M0.05%2,605CommonNONE
46132P108IIMINVESCO VALUE MUN INCOME TR$2.1M0.05%169,496CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$2.1M0.05%17,655CommonNONE
46139W858BSCWINVESCO EXCH TRD SLF IDX FD$2.1M0.05%98,567CommonNONE
149123101CATCATERPILLAR INC$2.0M0.05%3,562CommonNONE
253393102DKSDICKS SPORTING GOODS INC$2.0M0.05%10,262CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$2.0M0.05%72,793CommonNONE
46139W825BSCXINVESCO EXCH TRD SLF IDX FD$2.0M0.05%91,946CommonNONE
46138G870VRPINVESCO EXCH TRADED FD TR II$1.9M0.05%79,500CommonNONE
46138J585BSJRINVESCO EXCH TRD SLF IDX FD$1.9M0.05%85,464CommonNONE
032654105ADIANALOG DEVICES INC$1.9M0.05%7,086CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$1.9M0.05%71,067CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$1.9M0.05%8,481CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$1.9M0.05%46,142CommonNONE
46428Q109SLVISHARES SILVER TR$1.9M0.05%29,171CommonNONE
726503105PAAPLAINS ALL AMERN PIPELINE L$1.9M0.05%104,281CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$1.9M0.05%19,572CommonNONE
670346105NUENUCOR CORP$1.8M0.05%11,143CommonNONE
G16252101BIPBROOKFIELD INFRAST PARTNERS$1.8M0.05%52,199CommonNONE
46138J395BSJTINVESCO EXCH TRD SLF IDX FD$1.8M0.05%83,662CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$1.8M0.05%3,727CommonNONE
15118V207CELHCELSIUS HLDGS INC$1.8M0.05%38,500CALLNONE
38149W630GPIQGOLDMAN SACHS ETF TR$1.8M0.05%33,286CommonNONE
79466L302CRMSALESFORCE INC$1.7M0.04%6,500CALLNONE
56035L104MAINMAIN STR CAP CORP$1.7M0.04%28,498CommonNONE
64110L106NFLXNETFLIX INC$1.7M0.04%18,500CALLNONE
83406F102SOFISOFI TECHNOLOGIES INC$1.7M0.04%63,816CommonNONE
25746U109DDOMINION ENERGY INC$1.7M0.04%28,456CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$1.6M0.04%62,526CommonNONE
19260Q107COINCOINBASE GLOBAL INC$1.6M0.04%7,197CommonNONE
72201Y101PDIPIMCO DYNAMIC INCOME FD$1.6M0.04%90,729CommonNONE
25809K105DASHDOORDASH INC$1.6M0.04%7,075CommonNONE
56585A102MPCMARATHON PETE CORP$1.6M0.04%9,599CommonNONE
907818108UNPUNION PAC CORP$1.6M0.04%6,723CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$1.6M0.04%1,800CALLNONE
754730109RJFRAYMOND JAMES FINL INC$1.5M0.04%9,576CommonNONE
49456B101KMIKINDER MORGAN INC DEL$1.5M0.04%55,236CommonNONE
26142V105DKNGDRAFTKINGS INC NEW$1.5M0.04%43,800CALLNONE
N07059210ASMLASML HOLDING N V$1.5M0.04%1,400CALLNONE
921943858VEAVANGUARD TAX-MANAGED FDS$1.5M0.04%23,861CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$1.5M0.04%45,498CommonNONE
09255P107HYTBLACKROCK CORPOR HI YLD FD I$1.4M0.04%162,638CommonNONE
46139W783BSCYINVESCO EXCH TRD SLF IDX FD$1.4M0.04%67,800CommonNONE
025816109AXPAMERICAN EXPRESS CO$1.4M0.04%3,766CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.4M0.04%4,700CALLNONE
464287242LQDISHARES TR$1.4M0.04%12,475CommonNONE
209115104EDCONSOLIDATED EDISON INC$1.4M0.04%13,747CommonNONE
92206C714VONVVANGUARD SCOTTSDALE FDS$1.4M0.04%14,703CommonNONE
74347R669USDPROSHARES TR$1.3M0.03%25,189CommonNONE
46432F842IEFAISHARES TR$1.3M0.03%14,723CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.3M0.03%24,290CommonNONE
773903109ROKROCKWELL AUTOMATION INC$1.3M0.03%3,343CommonNONE
126650100CVSCVS HEALTH CORP$1.3M0.03%16,366CommonNONE
532457108LLYELI LILLY & CO$1.3M0.03%1,200CALLNONE
30063P105EXKEXACT SCIENCES CORP$1.3M0.03%12,631CommonNONE
855244109SBUXSTARBUCKS CORP$1.3M0.03%15,216CommonNONE
458140100INTCINTEL CORP$1.2M0.03%33,710CommonNONE
78464A664SPTLSPDR SERIES TRUST$1.2M0.03%46,932CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$1.2M0.03%33,268CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$1.2M0.03%2,119CommonNONE
94106L109WMWASTE MGMT INC DEL$1.2M0.03%5,498CommonNONE
14040H105COFCAPITAL ONE FINL CORP$1.2M0.03%4,984CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$1.2M0.03%3,147CommonNONE
548661107LOWLOWES COS INC$1.2M0.03%4,979CommonNONE
718172109PMPHILIP MORRIS INTL INC$1.2M0.03%7,461CommonNONE
922908736VUGVANGUARD INDEX FDS$1.2M0.03%2,452CommonNONE
810186106SMGSCOTTS MIRACLE-GRO CO$1.2M0.03%20,497CommonNONE
609207105MDLZMONDELEZ INTL INC$1.2M0.03%22,137CommonNONE
86800U302SMCISUPER MICRO COMPUTER INC$1.2M0.03%40,121CommonNONE
04010L103ARCCARES CAPITAL CORP$1.2M0.03%57,461CommonNONE
651639106NEMNEWMONT CORP$1.2M0.03%11,520CommonNONE
92204A702VGTVANGUARD WORLD FD$1.2M0.03%1,526CommonNONE
21036P108STZCONSTELLATION BRANDS INC$1.1M0.03%8,333CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$1.1M0.03%21,275CommonNONE
92189F676SMHVANECK ETF TRUST$1.1M0.03%3,174CommonNONE
770700102HOODROBINHOOD MKTS INC$1.1M0.03%10,086CommonNONE
46641Q159JPIEJ P MORGAN EXCHANGE TRADED F$1.1M0.03%24,470CommonNONE
136385101CNQCANADIAN NAT RES LTD$1.1M0.03%33,373CommonNONE
46090A804GTOINVESCO ACTIVELY MANAGED EXC$1.1M0.03%23,790CommonNONE
427866108HSYHERSHEY CO$1.1M0.03%6,100CommonNONE
194162103CLCOLGATE PALMOLIVE CO$1.1M0.03%14,047CommonNONE
842587107SOSOUTHERN CO$1.1M0.03%12,684CommonNONE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$1.1M0.03%16,047CommonNONE
464287598IWDISHARES TR$1.1M0.03%5,189CommonNONE
78464A409SPYGSPDR SERIES TRUST$1.1M0.03%10,118CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$1.1M0.03%14,603CommonNONE
219350105GLWCORNING INC$1.1M0.03%12,262CommonNONE
55336V100MPLXMPLX LP$1.1M0.03%19,929CommonNONE
780259305SHELSHELL PLC$1.1M0.03%14,380CommonNONE
N97284108NBISNEBIUS GROUP N.V.$1.0M0.03%12,500CALLNONE
922908751VBVANGUARD INDEX FDS$1.0M0.03%4,038CommonNONE
33939L837IQDFFLEXSHARES TR$1.0M0.03%34,186CommonNONE
83089J108SKYTSKYWATER TECHNOLOGY INC$1.0M0.03%57,197CommonNONE
443201108HWMHOWMET AEROSPACE INC$1.0M0.03%5,057CommonNONE
681936100OHIOMEGA HEALTHCARE INVS INC$1.0M0.03%23,094CommonNONE
023135106AMZNAMAZON COM INC$1.0M0.03%4,400PUTNONE
464287234EEMISHARES TR$1.0M0.03%18,522CommonNONE
097023105BABOEING CO$998,7280.03%4,600CALLNONE
26923Q564BMNUETF OPPORTUNITIES TRUST$998,6140.03%208,915CommonNONE
464287440IEFISHARES TR$991,3130.03%10,309CommonNONE
G5960L103MDTMEDTRONIC PLC$989,4330.03%10,300CALLNONE
25461A858AMZUDIREXION SHS ETF TR$989,0850.03%28,300CommonNONE
30212P303EXPEEXPEDIA GROUP INC$988,4690.03%3,489CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$980,0750.03%33,099CommonNONE
78433H550IAUINEOS ETF TRUST$959,4600.02%17,170CommonNONE
78433H303SPYINEOS ETF TRUST$956,1390.02%18,202CommonNONE
416515104HIGHARTFORD INSURANCE GROUP INC$954,1030.02%6,924CommonNONE
16411R208LNGCHENIERE ENERGY INC$949,5950.02%4,885CommonNONE
92189F106GDXVANECK ETF TRUST$944,6450.02%11,014CommonNONE
690742101OCOWENS CORNING NEW$942,5820.02%8,423CommonNONE
46641Q167JAVAJ P MORGAN EXCHANGE TRADED F$938,3130.02%13,083CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$937,5360.02%2,000CALLNONE
231021106CMICUMMINS INC$934,8350.02%1,831CommonNONE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$928,5420.02%5,004CommonNONE
88579Y101MMM3M CO$917,6090.02%5,731CommonNONE
461202103INTUINTUIT$912,1520.02%1,377CommonNONE
15101Q207CLSCELESTICA INC$911,3660.02%3,083CommonNONE
369550108GDGENERAL DYNAMICS CORP$903,3540.02%2,683CommonNONE
G29183103ETNEATON CORP PLC$902,2910.02%2,833CommonNONE
345370860FFORD MTR CO$900,9950.02%68,673CommonNONE
33739P103FTLSFIRST TR EXCH TRADED FD III$900,2950.02%12,682CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$897,3940.02%15,372CommonNONE
244199105DEDEERE & CO$894,7880.02%1,922CommonNONE
46641Q753JVALJ P MORGAN EXCHANGE TRADED F$885,4810.02%18,042CommonNONE
26701L100BROSDUTCH BROS INC$884,3840.02%14,446CommonNONE
464287309IVWISHARES TR$882,2700.02%7,158CommonNONE
922907712VCRMVANGUARD MUN BD FDS$880,0600.02%11,646CommonNONE
77926X304QDTEROUNDHILL ETF TRUST$879,6010.02%28,521CommonNONE
40412C101HCAHCA HEALTHCARE INC$874,4290.02%1,873CommonNONE
30161N101EXCEXELON CORP$869,7660.02%19,953CommonNONE
025072232AVGEAMERICAN CENTY ETF TR$867,1720.02%10,094CommonNONE
922908652VXFVANGUARD INDEX FDS$867,1170.02%4,147CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$862,3880.02%161CommonNONE
756109104OREALTY INCOME CORP$852,6910.02%15,127CommonNONE
464287408IVEISHARES TR$852,5630.02%4,020CommonNONE
464287473IWSISHARES TR$850,7890.02%6,032CommonNONE
90384S303ULTAULTA BEAUTY INC$847,0140.02%1,400CALLNONE
35671D857FCXFREEPORT-MCMORAN INC$843,6810.02%16,611CommonNONE
452308109ITWILLINOIS TOOL WKS INC$842,8870.02%3,422CommonNONE
46434V860TFLOISHARES TR$838,1980.02%16,611CommonNONE
031162100AMGNAMGEN INC$834,5130.02%2,550CommonNONE
85207K107PSLVSPROTT ASSET MANAGEMENT LP$832,4800.02%35,200CommonNONE
04626A103ALABASTERA LABS INC$831,8000.02%5,000CALLNONE
89417E109TRVTRAVELERS COMPANIES INC$830,8520.02%2,864CommonNONE
922908611VBRVANGUARD INDEX FDS$830,1010.02%3,919CommonNONE
808524771FNDXSCHWAB STRATEGIC TR$823,2480.02%30,255CommonNONE
313745101FRTFEDERAL RLTY INVT TR NEW$818,0930.02%8,116CommonNONE
02079K305GOOGLALPHABET INC$813,7980.02%2,600PUTNONE
921937835BNDVANGUARD BD INDEX FDS$811,2430.02%10,952CommonNONE
09249E101BHKBLACKROCK CORE BD TR$806,2790.02%84,075CommonNONE
21873S108CRWVCOREWEAVE INC$804,7530.02%11,238CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$803,5590.02%2,995CommonNONE
670699107QQQXNUVEEN NASDAQ 100 DYNAMIC OV$802,9240.02%28,153CommonNONE
126408103CSXCSX CORP$795,6860.02%21,950CommonNONE
46434V613IUSBISHARES TR$794,7150.02%17,076CommonNONE
983134107WYNNWYNN RESORTS LTD$794,4020.02%6,600CALLNONE
023135106AMZNAMAZON COM INC$784,7870.02%3,400CALLNONE
58155Q103MCKMCKESSON CORP$784,6200.02%957CommonNONE
315912808ONEQFIDELITY COMWLTH TR$777,7900.02%8,510CommonNONE
06849F108BBARRICK MNG CORP$777,2370.02%17,847CommonNONE
009066101ABNBAIRBNB INC$772,1110.02%5,689CommonNONE
381430503GSLCGOLDMAN SACHS ETF TR$769,6480.02%5,814CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$763,3690.02%15,375CommonNONE
84265V105SCCOSOUTHERN COPPER CORP$762,8300.02%5,317CommonNONE
871829107SYYSYSCO CORP$761,7340.02%10,337CommonNONE
92189F791GDXJVANECK ETF TRUST$759,2540.02%6,673CommonNONE
87165B103SYFSYNCHRONY FINANCIAL$749,5920.02%8,985CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$747,0290.02%8,791CommonNONE
N07059210ASMLASML HOLDING N V$744,6230.02%696CommonNONE
35137L105FOXAFOX CORP$734,1340.02%10,047CommonNONE
075887109BDXBECTON DICKINSON & CO$732,5170.02%3,775CommonNONE
78409V104SPGIS&P GLOBAL INC$732,2000.02%1,401CommonNONE
04247X102AWIARMSTRONG WORLD INDS INC NEW$731,7220.02%3,829CommonNONE
743315103PGRPROGRESSIVE CORP$728,0930.02%3,197CommonNONE
872540109TJXTJX COS INC NEW$724,2780.02%4,715CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$721,8250.02%5,014CommonNONE
87612E106TGTTARGET CORP$709,1680.02%7,255CommonNONE
46137V449EQWLINVESCO EXCHANGE TRADED FD T$706,8940.02%5,983CommonNONE
26740W109QBTSD-WAVE QUANTUM INC$705,5530.02%26,981CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$704,9290.02%5,600CALLNONE
G54950103LINLINDE PLC$700,9350.02%1,644CommonNONE
19842X109STKCOLUMBIA SELIGM PREM TECH GR$699,0100.02%19,000CommonNONE
15135B101CNCCENTENE CORP DEL$695,5170.02%16,902CommonNONE
87612G101TRGPTARGA RES CORP$682,0970.02%3,697CommonNONE
46139W759BSCZINVESCO EXCH TRD SLF IDX FD$681,4230.02%32,745CommonNONE
064058100BKBANK NEW YORK MELLON CORP$681,2270.02%5,868CommonNONE
035710839NLYANNALY CAPITAL MANAGEMENT IN$680,5650.02%30,437CommonNONE
525327102LDOSLEIDOS HOLDINGS INC$679,2060.02%3,765CommonNONE
464287507IJHISHARES TR$677,4960.02%10,265CommonNONE
91912E105VALEVALE S A$674,6800.02%51,779CommonNONE
172908105CTASCINTAS CORP$674,6070.02%3,587CommonNONE
11271J107BNBROOKFIELD CORP$673,6530.02%14,680CommonNONE
142339100CSLCARLISLE COS INC$670,7460.02%2,097CommonNONE
745867101PHMPULTE GROUP INC$661,9330.02%5,645CommonNONE
833445109SNOWSNOWFLAKE INC$658,0800.02%3,000CALLNONE
704326107PAYXPAYCHEX INC$658,0420.02%5,866CommonNONE
655844108NSCNORFOLK SOUTHN CORP$657,2090.02%2,276CommonNONE
78377T107RHPRYMAN HOSPITALITY PPTYS INC$656,0560.02%6,934CommonNONE
46434V621DGROISHARES TR$655,0770.02%9,436CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$654,0530.02%1,851CommonNONE
76655K103RGTIRIGETTI COMPUTING INC$653,8240.02%29,518CommonNONE
05964H105SANBANCO SANTANDER SA$653,5490.02%55,716CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$653,3210.02%2,225CommonNONE
03676B102AMANTERO MIDSTREAM CORP$653,1600.02%36,715CommonNONE
808513105SCHWSCHWAB CHARLES CORP$649,4150.02%6,500CALLNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$648,0580.02%7,738CommonNONE
92204A504VHTVANGUARD WORLD FD$647,7500.02%2,250CommonNONE
46132C107VMOINVESCO MUN OPPORTUNITY TR$643,9210.02%67,285CommonNONE
143658300CCL1EURCARNIVAL CORP$640,3020.02%20,966CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$639,9000.02%3,600CALLNONE
66987V109NVSNOVARTIS AG$639,8550.02%4,641CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$639,4560.02%2,322CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$637,4240.02%1,406CommonNONE
291011104EMREMERSON ELEC CO$635,5000.02%4,788CommonNONE
389638107ETHEGRAYSCALE ETHEREUM TRUST ETF$634,9600.02%26,055CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$630,3110.02%1,088CommonNONE
594918104MSFTMICROSOFT CORP$628,7050.02%1,300CALLNONE
278642103EBAYEBAY INC.$625,9880.02%7,187CommonNONE
464287226AGGISHARES TR$624,0500.02%6,248CommonNONE
90384S303ULTAULTA BEAUTY INC$618,3200.02%1,022CommonNONE
910047109UALUNITED AIRLS HLDGS INC$614,2270.02%5,493CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$612,9280.02%3,200CommonNONE
33738D812TDVIFIRST TR EXCHANGE-TRADED FD$612,2770.02%22,072CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$608,4280.02%13,608CommonNONE
032108458BITYAMPLIFY ETF TR$605,3030.02%15,447CommonNONE
464285204IAUISHARES GOLD TR$605,1220.02%7,455CommonNONE
91332U101UUNITY SOFTWARE INC$603,8480.02%13,671CommonNONE
86800U302SMCISUPER MICRO COMPUTER INC$600,0350.02%20,500CALLNONE
921946810VIGIVANGUARD WHITEHALL FDS$599,8910.02%6,560CommonNONE
56400P706MNKDMANNKIND CORP$592,1120.02%104,429CommonNONE
91913Y100VLOVALERO ENERGY CORP$590,9990.02%3,630CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$588,2890.02%7,673CommonNONE
92537N108VRTVERTIV HOLDINGS CO$583,2410.02%3,600CALLNONE
20030N101CMCSACOMCAST CORP NEW$582,7070.02%19,495CommonNONE
351858105FNVFRANCO NEV CORP$582,1970.02%2,809CommonNONE
808524607SCHASCHWAB STRATEGIC TR$579,9960.02%20,365CommonNONE
247361702DALDELTA AIR LINES INC DEL$576,4450.01%8,306CommonNONE
750917106RMBSRAMBUS INC DEL$575,2310.01%6,260CommonNONE
902973304USBUS BANCORP DEL$571,3470.01%10,707CommonNONE
037833100AAPLAPPLE INC$570,9060.01%2,100CALLNONE
670657105XNEAXNUVEEN AMT FREE QLTY MUN INC$568,6340.01%48,894CommonNONE
494368103KMBKIMBERLY-CLARK CORP$568,5260.01%5,635CommonNONE
88160R101TSLATESLA INC$568,0800.01%1,400CALLNONE
72201J104PFNPIMCO INCOME STRATEGY FD II$567,4700.01%75,663CommonNONE
89832Q109TFCTRUIST FINL CORP$562,2640.01%11,426CommonNONE
06738E204BCSBARCLAYS PLC$559,3150.01%21,977CommonNONE
052769106ADSKAUTODESK INC$558,8670.01%1,888CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$557,9760.01%23,210CommonNONE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$556,0690.01%10,614CommonNONE
04626A103ALABASTERA LABS INC$550,8180.01%3,311CommonNONE
H1467J104CBCHUBB LIMITED$547,7860.01%1,755CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$547,4570.01%6,700CALLNONE
23804L103DDOGDATADOG INC$543,9600.01%4,000CALLNONE
172755100CRUSCIRRUS LOGIC INC$543,5600.01%4,587CommonNONE
278865100ECLECOLAB INC$543,1310.01%2,069CommonNONE
253868103DLRDIGITAL RLTY TR INC$541,3690.01%3,499CommonNONE
902494103TSNTYSON FOODS INC$540,1160.01%9,214CommonNONE
78464A508SPYVSPDR SERIES TRUST$538,9190.01%9,486CommonNONE
16679L109CHWYCHEWY INC$538,7160.01%16,300CALLNONE
46284V101IRMIRON MTN INC DEL$536,9690.01%6,473CommonNONE
88636R511TIDAL TRUST II$534,1300.01%31,000CommonNONE
969904101WSMWILLIAMS SONOMA INC$532,6490.01%2,983CommonNONE
464287465EFAISHARES TR$529,5420.01%5,514CommonNONE
115637209BF/BBROWN FORMAN CORP$528,6270.01%20,285CommonNONE
D18190898DBDEUTSCHE BANK A G$528,2720.01%13,700CommonNONE
670100205NVONOVO-NORDISK A S$527,3200.01%10,364CommonNONE
042068205ARMARM HOLDINGS PLC$524,6900.01%4,800CALLNONE
23804L103DDOGDATADOG INC$523,1540.01%3,847CommonNONE
576485205MTDRMATADOR RES CO$521,2920.01%12,283CommonNONE
863667101SYKSTRYKER CORPORATION$520,8040.01%1,482CommonNONE
922908538VOTVANGUARD INDEX FDS$515,5720.01%1,847CommonNONE
74460D109PSAPUBLIC STORAGE OPER CO$514,0700.01%1,981CommonNONE
26614N102DDDUPONT DE NEMOURS INC$511,1830.01%12,716CommonNONE
34959E109FTNTFORTINET INC$510,3880.01%6,427CommonNONE
501044101KRKROGER CO$509,7110.01%8,158CommonNONE
749685103RPMRPM INTL INC$509,3920.01%4,898CommonNONE
228368106CCKCROWN HLDGS INC$508,6720.01%4,940CommonNONE
30225T102EXREXTRA SPACE STORAGE INC$506,0350.01%3,886CommonNONE
35473P553FLCBFRANKLIN TEMPLETON ETF TR$500,5760.01%23,148CommonNONE
62913M107NGLNGL ENERGY PARTNERS LP$500,0000.01%50,000CommonNONE
464287655IWMISHARES TR$492,3100.01%2,000CALLNONE
115637100BF/ABROWN FORMAN CORP$491,8650.01%18,695CommonNONE
808524755FNDFSCHWAB STRATEGIC TR$491,2480.01%10,866CommonNONE
958102105WDCWESTERN DIGITAL CORP$488,0760.01%2,833CommonNONE
09174C104BITBBITWISE BITCOIN ETF TR$482,8770.01%10,153CommonNONE
824348106SHWSHERWIN WILLIAMS CO$481,8370.01%1,487CommonNONE
95040Q104WELLWELLTOWER INC$481,2870.01%2,593CommonNONE
751212101RLRALPH LAUREN CORP$481,2630.01%1,361CommonNONE
14021D107CGBLCAPITAL GROUP CORE BALANCED$480,7310.01%13,607CommonNONE
921935870VTESVANGUARD WELLINGTON FD$477,2400.01%4,698CommonNONE
665859104NTRSNORTHERN TR CORP$476,5630.01%3,489CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$476,2770.01%8,696CommonNONE
56501R106MFCMANULIFE FINL CORP$475,9940.01%13,120CommonNONE

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.