MondegarAI
BAILARD, INC.

Q1 2026 · 13F-HR

BAILARD, INC.holdings as filed

Filed 2026-05-11 · accession 0001172661-26-001642

$4.35B
Reported value
736
Positions
2026-03-31
Period end
View analyzed profile →PRO

The Brief · BAILARD, INC. · Q1 2026

AI · grounded in 13F

BAILARD, INC. closed its position in VTIP, reducing its exposure by $26.6M. The fund established new positions in IBTI for $30.3M and AZN for $15.5M. Additionally, the fund accumulated shares in BIL and JMST, while trimming holdings in QQQ and IBTG.

Holdings as filed

First 500 of 736

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$208.4M4.79%821,346CommonSOLE
67066G104NVDANVIDIA CORPORATION$157.0M3.61%900,449CommonSOLE
594918104MSFTMICROSOFT CORP$155.9M3.58%421,032CommonSOLE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$131.0M3.01%201,473CommonSOLE
02079K305GOOGLALPHABET INC$127.2M2.92%442,209CommonSOLE
78463V107GLDSPDR GOLD TR$127.0M2.92%295,219CommonSOLE
464287465EFAISHARES TR$123.8M2.85%1,275,057CommonSOLE
375558103GILDGILEAD SCIENCES INC$101.9M2.34%731,497CommonSOLE
78468R663BILSPDR SERIES TRUST$93.1M2.14%1,016,257CommonSOLE
92204A702VGTVANGUARD WORLD FD$79.2M1.82%113,467CommonSOLE
46654Q575JMTGJ P MORGAN EXCHANGE TRADED F$74.3M1.71%1,456,163CommonSOLE
46432F842IEFAISHARES TR$73.4M1.69%810,969CommonSOLE
464288356CMFISHARES TR$70.2M1.61%1,234,606CommonSOLE
922908769VTIVANGUARD INDEX FDS$63.9M1.47%199,297CommonSOLE
023135106AMZNAMAZON COM INC$55.2M1.27%265,063CommonSOLE
922908611VBRVANGUARD INDEX FDS$55.1M1.27%253,684CommonSOLE
46429B267GOVTISHARES TR$53.9M1.24%2,352,179CommonSOLE
92826C839VVISA INC$46.2M1.06%152,808CommonSOLE
464287200IVVISHARES TR$45.0M1.03%68,901CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$44.2M1.02%150,347CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$40.7M0.94%120,456CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$40.6M0.93%540,192CommonSOLE
46090E103QQQINVESCO QQQ TR$39.6M0.91%68,691CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$39.4M0.91%39,522CommonSOLE
922908363VOOVANGUARD INDEX FDS$39.2M0.90%65,575CommonSOLE
11135F101AVGOBROADCOM INC$37.5M0.86%121,051CommonSOLE
46436E858IBTGISHARES TR$36.8M0.85%1,606,184CommonSOLE
478160104JNJJOHNSON & JOHNSON$36.4M0.84%149,011CommonSOLE
30303M102METAMETA PLATFORMS INC$34.3M0.79%59,891CommonSOLE
46641Q647JMUBJ P MORGAN EXCHANGE TRADED F$34.0M0.78%680,094CommonSOLE
872540109TJXTJX COS INC NEW$32.5M0.75%203,696CommonSOLE
464287879IJSISHARES TR$31.9M0.73%269,055CommonSOLE
617446448MSMORGAN STANLEY$31.4M0.72%190,960CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$30.8M0.71%231,604CommonSOLE
231021106CMICUMMINS INC$30.7M0.71%57,055CommonSOLE
46436E833IBTIISHARES TR$30.3M0.70%1,361,953CommonSOLE
437076102HDHOME DEPOT INC$29.7M0.68%90,169CommonSOLE
482480100KLACKLA CORP$28.8M0.66%19,571CommonSOLE
02079K107GOOGALPHABET INC$27.8M0.64%96,749CommonSOLE
09290D101BLKBLACKROCK INC$25.7M0.59%26,729CommonSOLE
166764100CVXCHEVRON CORPORATION$25.6M0.59%123,855CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$24.5M0.56%58,763CommonSOLE
20825C104COPCONOCOPHILLIPS$23.6M0.54%178,891CommonSOLE
64110L106NFLXNETFLIX INC.$23.3M0.53%241,902CommonSOLE
464288638IGIBISHARES TR$23.2M0.53%435,224CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$21.1M0.48%293,038CommonSOLE
858119100STLDSTEEL DYNAMICS INC$21.0M0.48%116,823CommonSOLE
464287507IJHISHARES TR$20.7M0.48%306,452CommonSOLE
G29183103ETNEATON CORP PLC$20.5M0.47%57,306CommonSOLE
742718109PGPROCTER & GAMBLE CO$19.8M0.46%137,399CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$19.7M0.45%307,596CommonSOLE
H1467J104CBCHUBB LTD SWITZ$19.6M0.45%60,047CommonSOLE
464288158SUBISHARES TR$18.6M0.43%174,632CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$18.6M0.43%115,814CommonSOLE
94106L109WMWASTE MGMT INC DEL$18.3M0.42%79,721CommonSOLE
031162100AMGNAMGEN INC$17.5M0.40%49,711CommonSOLE
46641Q654JMSTJ P MORGAN EXCHANGE TRADED F$17.2M0.39%336,927CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$17.1M0.39%35,234CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$17.0M0.39%315,006CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$16.9M0.39%37,862CommonSOLE
464287549IGMISHARES TR$16.1M0.37%135,740CommonSOLE
81762P102NOWSERVICENOW INC$15.6M0.36%149,505CommonSOLE
G0593M107AZNASTRAZENECA PLC$15.5M0.36%78,509CommonSOLE
464287804IJRISHARES TR$15.1M0.35%121,389CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$14.4M0.33%53,397CommonSOLE
461202103INTUINTUIT$14.1M0.32%32,629CommonSOLE
464288240ACWXISHARES TR$14.1M0.32%205,696CommonSOLE
464287234EEMISHARES TR$14.1M0.32%247,581CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$13.9M0.32%28,970CommonSOLE
78409V104SPGIS&P GLOBAL INC$13.5M0.31%31,770CommonSOLE
91913Y100VLOVALERO ENERGY CORP$13.5M0.31%54,657CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$13.4M0.31%213,197CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$13.1M0.30%56,661CommonSOLE
235851102DHRDANAHER CORP DEL$12.9M0.30%67,970CommonSOLE
464287630IWNISHARES TR$12.8M0.30%67,723CommonSOLE
464287499IWRISHARES TR$12.6M0.29%129,272CommonSOLE
532457108LLYELI LILLY & CO$12.4M0.29%13,534CommonSOLE
464288166AGZISHARES TR$12.4M0.29%113,101CommonSOLE
747525103QCOMQUALCOMM INC$12.3M0.28%95,553CommonSOLE
713448108PEPPEPSICO INC$12.3M0.28%79,238CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$12.3M0.28%62,012CommonSOLE
17275R102CSCOCISCO SYS INC$12.0M0.28%154,972CommonSOLE
74340W103PLDPROLOGIS INC.$11.7M0.27%88,868CommonSOLE
78470E106EFAXSPDR INDEX SHS FDS$11.7M0.27%235,024CommonSOLE
00287Y109ABBVABBVIE INC$11.6M0.27%53,382CommonSOLE
580135101MCDMCDONALDS CORP$11.5M0.26%36,873CommonSOLE
922908629VOVANGUARD INDEX FDS$11.4M0.26%39,868CommonSOLE
191216100KOCOCA COLA CO$11.4M0.26%149,587CommonSOLE
060505104BACBANK AMERICA CORP$11.1M0.25%226,900CommonSOLE
G54950103LINLINDE PLC$11.0M0.25%22,193CommonSOLE
882508104TXNTEXAS INSTRS INC$10.8M0.25%55,806CommonSOLE
149123101CATCATERPILLAR INC$10.7M0.25%15,167CommonSOLE
46436E593IBTKISHARES TR$10.6M0.24%539,401CommonSOLE
N07059210ASMLASML HLDG NV$10.0M0.23%7,605CommonSOLE
72201R866MUNIPIMCO ETF TR$9.9M0.23%190,635CommonSOLE
46436E551XJHISHARES TR$9.9M0.23%217,416CommonSOLE
038222105AMATAPPLIED MATLS INC$9.5M0.22%27,896CommonSOLE
464287655IWMISHARES TR$9.3M0.21%37,398CommonSOLE
254687106DISDISNEY WALT CO$9.2M0.21%95,456CommonSOLE
74624M102PEVERPURE INC$9.2M0.21%155,518CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$9.1M0.21%368,371CommonSOLE
002824100ABTABBOTT LABORATORIES$8.8M0.20%86,009CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$8.8M0.20%48,055CommonSOLE
92204A108VCRVANGUARD WORLD FD$8.5M0.20%23,783CommonSOLE
512807306LRCXLAM RESEARCH CORP$8.5M0.19%39,688CommonSOLE
46435U663ESMLISHARES TR$8.4M0.19%179,698CommonSOLE
863667101SYKSTRYKER CORPORATION$8.2M0.19%24,853CommonSOLE
00724F101ADBEADOBE INC$8.2M0.19%33,590CommonSOLE
922908553VNQVANGUARD INDEX FDS$8.2M0.19%91,987CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$8.0M0.18%38,652CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$8.0M0.18%23,056CommonSOLE
46436E759DMXFISHARES TR$7.9M0.18%104,179CommonSOLE
30231G102XOMEXXON MOBIL CORP$7.7M0.18%45,223CommonSOLE
172967424CCITIGROUP INC$7.5M0.17%66,449CommonSOLE
595112103MUMICRON TECHNOLOGY INC$7.4M0.17%22,019CommonSOLE
871829107SYYSYSCO CORP$7.3M0.17%101,697CommonSOLE
921909768VXUSVANGUARD STAR FDS$7.2M0.16%92,874CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$6.8M0.16%33,621CommonSOLE
46434V456IQLTISHARES TR$6.6M0.15%143,228CommonSOLE
631103108NDAQNASDAQ INC$6.5M0.15%76,136CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$6.4M0.15%130,018CommonSOLE
92204A504VHTVANGUARD WORLD FD$6.3M0.15%23,241CommonSOLE
65339F101NEENEXTERA ENERGY INC$6.3M0.15%68,143CommonSOLE
46435G524IGROISHARES TR$6.3M0.15%75,331CommonSOLE
98978V103ZTSZOETIS INC$6.2M0.14%52,836CommonSOLE
23804L103DDOGDATADOG INC$6.1M0.14%51,525CommonSOLE
46436E742EMXFISHARES TR$6.1M0.14%126,515CommonSOLE
464287648IWOISHARES TR$6.0M0.14%18,963CommonSOLE
025816109AXPAMERICAN EXPRESS CO$5.8M0.13%19,233CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$5.6M0.13%14,216CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$5.5M0.13%213,765CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$5.4M0.12%19,438CommonSOLE
78464A672SPTISPDR SERIES TRUST$5.2M0.12%182,265CommonSOLE
82509L107SHOPSHOPIFY INC$5.1M0.12%43,392CommonSOLE
496902404KGCKINROSS GOLD CORP$5.1M0.12%168,000CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$5.0M0.11%52,897CommonSOLE
438516106HONHONEYWELL INTL INC$4.9M0.11%21,763CommonSOLE
464288646IGSBISHARES TR$4.9M0.11%92,819CommonSOLE
46434G863ESGEISHARES INC$4.9M0.11%107,136CommonSOLE
020002101ALLALLSTATE CORP$4.8M0.11%23,130CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$4.7M0.11%5,614CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$4.7M0.11%6,874CommonSOLE
03831W108APPAPPLOVIN CORP$4.7M0.11%11,751CommonSOLE
68389X105ORCLORACLE CORP$4.7M0.11%31,745CommonSOLE
92204A603VISVANGUARD WORLD FD$4.7M0.11%14,903CommonSOLE
291011104EMREMERSON ELEC CO$4.6M0.11%35,471CommonSOLE
001055102AFLAFLAC INC$4.6M0.11%42,316CommonSOLE
464288323NYFISHARES TR$4.6M0.10%85,971CommonSOLE
81141R100SESEA LTD$4.6M0.10%55,061CommonSOLE
464288182AAXJISHARES TR$4.6M0.10%47,289CommonSOLE
233051192EMCRDBX ETF TR$4.5M0.10%121,060CommonSOLE
842587107SOSOUTHERN CO$4.5M0.10%46,844CommonSOLE
040413205ANETARISTA NETWORKS INC$4.5M0.10%36,291CommonSOLE
47103U852JMBSJANUS DETROIT STR TR$4.5M0.10%98,520CommonSOLE
032108557ETHOAMPLIFY ETF TR$4.4M0.10%66,652CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$4.4M0.10%22,906CommonSOLE
609207105MDLZMONDELEZ INTL INC$4.4M0.10%75,949CommonSOLE
16411R208LNGCHENIERE ENERGY INC$4.3M0.10%15,287CommonSOLE
26701L100BROSDUTCH BROS INC$4.2M0.10%82,068CommonSOLE
464285204IAUISHARES GOLD TR$4.1M0.10%46,963CommonSOLE
464287663IUSVISHARES TR$4.1M0.09%40,129CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$4.0M0.09%33,999CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$3.9M0.09%19,344CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$3.9M0.09%18,122CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$3.9M0.09%59,931CommonSOLE
464288570DSIISHARES TR$3.9M0.09%31,855CommonSOLE
78464A839MDYVSPDR SERIES TRUST$3.8M0.09%44,932CommonSOLE
907818108UNPUNION PAC CORP$3.8M0.09%15,766CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$3.8M0.09%14,553CommonSOLE
931142103WMTWALMART INC$3.8M0.09%30,190CommonSOLE
46434V647REETISHARES TR$3.7M0.09%148,074CommonSOLE
78467Y107MDYSTATE STR SPDR S&P MIDCAP 40$3.7M0.09%6,012CommonSOLE
30034W106EVRGEVERGY INC$3.7M0.08%45,026CommonSOLE
78464A300SLYVSPDR SERIES TRUST$3.6M0.08%38,433CommonSOLE
219350105GLWCORNING INC$3.6M0.08%26,644CommonSOLE
833034101SNASNAP ON INC$3.6M0.08%9,968CommonSOLE
92204A207VDCVANGUARD WORLD FD$3.5M0.08%15,788CommonSOLE
46435G516ESGDISHARES TR$3.5M0.08%36,653CommonSOLE
85207H104PHYSSPROTT ASSET MANAGEMENT LP$3.5M0.08%97,366CommonSOLE
464287671IUSGISHARES TR$3.4M0.08%22,224CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$3.4M0.08%14,196CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$3.4M0.08%34,632CommonSOLE
46436E544XJRISHARES TR$3.4M0.08%78,189CommonSOLE
446413106HIIHUNTINGTON INGALLS INDS INC$3.3M0.08%8,792CommonSOLE
654106103NKENIKE INC$3.3M0.08%63,123CommonSOLE
26875P101EOGEOG RES INC$3.3M0.08%23,046CommonSOLE
458140100INTCINTEL CORP$3.3M0.08%74,770CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$3.3M0.08%6,651CommonSOLE
053332102AZOAUTOZONE INC$3.3M0.07%964CommonSOLE
67077M108NTRNUTRIEN LTD$3.3M0.07%43,073CommonSOLE
464288802SUSAISHARES TR$3.2M0.07%23,947CommonSOLE
009158106APDAIR PRODUCTS AND CHEMICALS I$3.2M0.07%10,846CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$3.1M0.07%15,916CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$3.1M0.07%23,066CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$3.1M0.07%61,856CommonSOLE
464288372IGFISHARES TR$3.1M0.07%45,955CommonSOLE
G87052109TELTE CONNECTIVITY PLC$3.0M0.07%14,394CommonSOLE
58933Y105MRKMERCK & CO INC$2.9M0.07%24,509CommonSOLE
316773100FITBFIFTH THIRD BANCORP$2.9M0.07%61,890CommonSOLE
097023105BABOEING CO$2.8M0.06%14,044CommonSOLE
79466L302CRMSALESFORCE INC$2.8M0.06%14,847CommonSOLE
87612E106TGTTARGET CORP$2.8M0.06%22,733CommonSOLE
855244109SBUXSTARBUCKS CORP$2.8M0.06%30,718CommonSOLE
56585A102MPCMARATHON PETE CORP$2.7M0.06%11,092CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$2.7M0.06%19,355CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$2.6M0.06%12,467CommonNONE
20030N101CMCSACOMCAST CORP NEW$2.6M0.06%91,099CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$2.6M0.06%3,378CommonSOLE
36828A101GEVGE VERNOVA INC$2.5M0.06%2,880CommonSOLE
98419M100XYLXYLEM INC$2.4M0.06%20,387CommonSOLE
922908751VBVANGUARD INDEX FDS$2.4M0.06%9,233CommonSOLE
65473P105NINISOURCE INC$2.4M0.06%51,411CommonNONE
464288414MUBISHARES TR$2.3M0.05%22,031CommonSOLE
911312106UPSUNITED PARCEL SVCS INC$2.3M0.05%23,413CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$2.3M0.05%4,560CommonNONE
803054204SAPSAP SE$2.3M0.05%13,307CommonSOLE
949746101WMT2WELLS FARGO & CO$2.3M0.05%28,325CommonSOLE
548661107LOWLOWES COS INC$2.2M0.05%9,405CommonSOLE
78468R101SPTSSPDR SERIES TRUST$2.2M0.05%75,443CommonSOLE
46641Q241BBAGJ P MORGAN EXCHANGE TRADED F$2.2M0.05%47,667CommonSOLE
244199105DEDEERE & CO$2.2M0.05%3,902CommonSOLE
G4474Y214JHGJANUS HENDERSON GROUP PLC$2.2M0.05%42,662CommonNONE
443573100HUBSHUBSPOT INC$2.2M0.05%8,926CommonSOLE
88160R101TSLATESLA INC$2.1M0.05%5,686CommonSOLE
464287309IVWISHARES TR$2.1M0.05%18,612CommonSOLE
746729102PLDRPUTNAM ETF TRUST$2.1M0.05%62,185CommonSOLE
783549108RRYDER SYS INC$2.1M0.05%10,199CommonNONE
46434V621DGROISHARES TR$2.1M0.05%29,351CommonSOLE
464287101OEFISHARES TR$2.1M0.05%6,453CommonSOLE
744320102PRUPRUDENTIAL FINL INC$2.0M0.05%20,829CommonNONE
66987V109NVSNOVARTIS AG$2.0M0.05%13,282CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES NV$2.0M0.05%25,063CommonNONE
808524607SCHASCHWAB STRATEGIC TR$2.0M0.05%69,310CommonSOLE
M6191J100FROGJFROG LTD$2.0M0.05%42,329CommonSOLE
58155Q103MCKMCKESSON CORP$1.9M0.04%2,242CommonSOLE
95040Q104WELLWELLTOWER INC$1.9M0.04%9,802CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GROUP$1.9M0.04%23,719CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$1.9M0.04%37,804CommonSOLE
278865100ECLECOLAB INC$1.9M0.04%6,976CommonNONE
606822104MUFGMITSUBISHI UFJ FINANCIAL GRO$1.9M0.04%109,125CommonSOLE
74762E102QUREQUANTA SVCS INC$1.8M0.04%3,357CommonSOLE
384802104GWWWW GRAINGER INC$1.8M0.04%1,682CommonNONE
46432F339QUALISHARES TR$1.8M0.04%9,401CommonSOLE
19247G107COHRCOHERENT CORP$1.8M0.04%7,435CommonSOLE
278642103EBAYEBAY INC.$1.7M0.04%19,174CommonSOLE
77543R102ROKUROKU INC$1.7M0.04%18,224CommonSOLE
533535100LINCLINCOLN EDL SVCS CORP$1.7M0.04%42,071CommonSOLE
285512109EAELECTRONIC ARTS INC$1.7M0.04%8,373CommonNONE
808524706SCHESCHWAB STRATEGIC TR$1.7M0.04%51,335CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$1.7M0.04%57,852CommonSOLE
92204A884VOXVANGUARD WORLD FD$1.7M0.04%9,242CommonSOLE
78464A375SPIBSPDR SERIES TRUST$1.7M0.04%49,502CommonSOLE
464287408IVEISHARES TR$1.6M0.04%7,676CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$1.6M0.04%26,392CommonSOLE
125523100CITHE CIGNA GROUP$1.6M0.04%6,048CommonSOLE
686688102ORAORMAT TECHNOLOGIES INC$1.6M0.04%14,204CommonSOLE
921910733ESGVVANGUARD WORLD FD$1.6M0.04%14,158CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$1.6M0.04%7,325CommonSOLE
759509102RSRELIANCE INC$1.6M0.04%5,193CommonSOLE
98389B100XELXCEL ENERGY INC$1.6M0.04%19,844CommonNONE
88588G109TSMETHRIVENT ETF TRUST$1.6M0.04%37,668CommonSOLE
78463X848CWISPDR INDEX SHS FDS$1.6M0.04%42,546CommonSOLE
465562106ITUBITAU UNIBANCO HLDG S A$1.6M0.04%185,400CommonSOLE
147528103CASYCASEYS GEN STORES INC$1.5M0.04%2,126CommonNONE
12504L109CBRECBRE GROUP INC$1.5M0.03%10,905CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$1.5M0.03%19,140CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$1.5M0.03%20,142CommonSOLE
46434G103IEMGISHARES INC$1.5M0.03%20,868CommonSOLE
81369Y860XLRESELECT SECTOR SPDR TR$1.5M0.03%35,568CommonSOLE
F92124100TTETOTALENERGIES SE$1.5M0.03%15,946CommonSOLE
92204A876VPUVANGUARD WORLD FD$1.4M0.03%7,199CommonSOLE
29444U700EQIXEQUINIX INC$1.4M0.03%1,450CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$1.4M0.03%56,274CommonSOLE
125141101CECOCECO ENVIRONMENTAL CORP$1.4M0.03%23,700CommonSOLE
928881101VNTVONTIER CORPORATION$1.4M0.03%39,589CommonSOLE
80105N105SNYSANOFI SA$1.4M0.03%28,791CommonSOLE
464287598IWDISHARES TR$1.4M0.03%6,468CommonSOLE
91529Y106UNMUNUM GROUP$1.4M0.03%18,771CommonNONE
64110D104NTAPNETAPP INC$1.4M0.03%13,330CommonSOLE
464287564ICFISHARES TR$1.3M0.03%21,590CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$1.3M0.03%4,551CommonNONE
464287614IWFISHARES TR$1.3M0.03%3,092CommonSOLE
311900104FASTFASTENAL CO$1.3M0.03%28,200CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$1.3M0.03%8,786CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$1.3M0.03%4,473CommonSOLE
02390A101AMXAMERICA MOVIL SAB DE CV$1.3M0.03%50,285CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$1.3M0.03%4,375CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.3M0.03%8,700CommonSOLE
465741106ITRIITRON INC$1.3M0.03%13,965CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$1.2M0.03%11,229CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$1.2M0.03%3,166CommonSOLE
92206C706VGITVANGUARD SCOTTSDALE FDS$1.2M0.03%20,830CommonSOLE
75513E101RTXRTX CORPORATION$1.2M0.03%6,369CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$1.2M0.03%289CommonNONE
00508Y102AYIACUITY INC$1.2M0.03%4,354CommonSOLE
45168D104IDXXIDEXX LABS INC$1.2M0.03%2,153CommonNONE
835495102SONSONOCO PRODS CO$1.2M0.03%22,300CommonSOLE
717081103PFEPFIZER INC$1.2M0.03%42,754CommonSOLE
H42097107UBSUBS GROUP AG$1.2M0.03%30,281CommonSOLE
767204100RIORIO TINTO PLC$1.2M0.03%12,549CommonSOLE
30161N101EXCEXELON CORP$1.2M0.03%23,748CommonNONE
064149107BNSBANK NOVA SCOTIA B C$1.2M0.03%16,621CommonSOLE
369550108GDGENERAL DYNAMICS CORP$1.1M0.03%3,317CommonSOLE
011659109ALKALASKA AIR GROUP INC$1.1M0.03%30,898CommonNONE
G7S00T104PNRPENTAIR PLC$1.1M0.03%12,904CommonNONE
086516101BBYBEST BUY INC$1.1M0.03%17,500CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$1.1M0.03%10,286CommonSOLE
67092P300NULVNUSHARES ETF TR$1.1M0.03%24,569CommonSOLE
92204A405VFHVANGUARD WORLD FD$1.1M0.03%9,219CommonSOLE
835699307SONYSONY GROUP CORP$1.1M0.03%53,078CommonSOLE
958102105WDCWESTERN DIGITAL CORP$1.1M0.03%4,040CommonNONE
412822108HOGHARLEY DAVIDSON INC$1.1M0.03%53,865CommonNONE
74834L100DGXQUEST DIAGNOSTICS INC$1.1M0.02%5,545CommonSOLE
03027X100AMTAMERICAN TOWER CORP$1.1M0.02%6,285CommonNONE
871607107SNPSSYNOPSYS INC$1.1M0.02%2,724CommonNONE
052769106ADSKAUTODESK INC$1.1M0.02%4,426CommonNONE
06738C778DJPBARCLAYS BANK PLC$1.1M0.02%22,000CommonSOLE
32054K103FRFIRST INDL RLTY TR INC$1.1M0.02%18,300CommonSOLE
02005N100ALLYALLY FINL INC$1.1M0.02%26,845CommonSOLE
41068X100HASIHA SUSTAINABLE INFRA CAP INC$1.0M0.02%28,412CommonSOLE
369604301GEGE AEROSPACE$1.0M0.02%3,632CommonSOLE
37733W204GSKGSK PLC$1.0M0.02%18,617CommonSOLE
636274409NGGNATIONAL GRID PLC$1.0M0.02%12,064CommonSOLE
67011P100DNOWDNOW INC$1.0M0.02%84,761CommonNONE
464287473IWSISHARES TR$1.0M0.02%6,879CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$984,0440.02%12,288CommonNONE
78573L106SBRASABRA HEALTH CARE REIT INC$974,8070.02%50,692CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$965,7200.02%30,169CommonSOLE
088606108BHPBHP BILLITON LIMITED$953,6400.02%13,110CommonSOLE
892331307TMTOYOTA MOTOR CORP$948,3230.02%4,601CommonSOLE
46432F834IXUSISHARES TR$934,0660.02%10,781CommonSOLE
75960P104RELYREMITLY GLOBAL INC$932,3650.02%59,500CommonSOLE
F21107101CSTMCONSTELLIUM SE$931,5820.02%37,900CommonSOLE
464287556IBBISHARES TR$922,2590.02%5,462CommonSOLE
09260D107BXBLACKSTONE INC$914,2090.02%7,950CommonSOLE
65290E101NXTNEXTPOWER INC$911,4790.02%7,561CommonNONE
G66721104NCLHNORWEGIAN CRUISE LINE HLDGS$899,3950.02%48,096CommonNONE
253651202DBDDIEBOLD NIXDORF INC$890,1920.02%11,800CommonSOLE
464288257ACWIISHARES TR$887,4640.02%6,413CommonSOLE
320817109FRMEFIRST MERCHANTS CORP$879,1710.02%22,700CommonSOLE
587376104MBWMMERCANTILE BK CORP$878,7510.02%17,401CommonSOLE
922042718VSSVANGUARD INTL EQUITY INDEX F$878,0120.02%6,022CommonSOLE
69007J304OUTOUTFRONT MEDIA INC$876,9910.02%33,094CommonSOLE
69888T207PARRPAR PAC HOLDINGS INC$876,9600.02%14,000CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$875,5360.02%28,537CommonSOLE
06652V208BANRBANNER CORP$873,7920.02%14,400CommonSOLE
11120U105BRXBRIXMOR PPTY GROUP INC$869,5300.02%30,192CommonSOLE
890110109TMPTOMPKINS FINL CORP$867,2400.02%11,000CommonSOLE
06652K103BKUBANKUNITED INC$867,0720.02%19,200CommonSOLE
456837103INGING GROEP N.V.$863,1930.02%33,136CommonSOLE
637417106NNNNNN REIT INC$861,6150.02%20,500CommonSOLE
235825205DANDANA INC$861,4400.02%25,600CommonSOLE
320218100THFFFIRST FINANCIAL CORPORATION$859,7100.02%13,603CommonSOLE
124830878CBLCBL & ASSOC PPTYS INC$856,9890.02%22,300CommonSOLE
759530108RELXRELX PLC$854,3750.02%25,773CommonSOLE
48716P108KRNYKEARNY FINL CORP MD$851,8290.02%112,825CommonSOLE
78467X109DIASTATE STR SPDR DOW JONES IND$847,8690.02%1,830CommonSOLE
453838609IBCPINDEPENDENT BK CORP MICH$847,8180.02%25,460CommonSOLE
687380105ORRFORRSTOWN FINL SVCS INC$844,2720.02%23,400CommonSOLE
29332G102EHABUSDENHABIT INC$838,3550.02%59,500CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$832,3220.02%5,620CommonSOLE
921932778VIOVVANGUARD ADMIRAL FDS INC$831,3180.02%8,171CommonSOLE
252784301DRHDIAMONDROCK HOSPITALITY CO$829,2450.02%88,500CommonSOLE
83190L208SMBKSMARTFINANCIAL INC$828,4960.02%21,200CommonSOLE
126650100CVSCVS HEALTH CORP$827,3660.02%11,520CommonSOLE
402635502GPORGULFPORT ENERGY CORP$821,9490.02%3,885CommonSOLE
825107105SHBISHORE BANCSHARES INC$820,5190.02%43,925CommonSOLE
G0772R208NTBBANK OF N T BUTTERFIELD & SO$817,4810.02%15,577CommonSOLE
48238T109OPLNOPENLANE INC$816,2000.02%28,000CommonSOLE
92204A306VDEVANGUARD WORLD FD$815,0180.02%4,710CommonSOLE
46284V101IRMIRON MTN INC DEL$811,1960.02%7,942CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$809,3280.02%8,086CommonNONE
29275Y102ENSENERSYS$806,7560.02%4,644CommonSOLE
750917106RMBSRAMBUS INC DEL$806,5310.02%9,375CommonSOLE
293712105EFSCENTERPRISE FINL SVCS CORP$806,2390.02%14,900CommonSOLE
224408104CRCRANE COMPANY$805,9230.02%4,713CommonSOLE
099724106BWABORGWARNER INC$805,6320.02%14,847CommonSOLE
30069T101EEEXCELERATE ENERGY INC$802,0800.02%24,000CommonSOLE
911163103UNFIUNITED NAT FOODS INC$797,5620.02%17,700CommonSOLE
743713109PRLBPROTO LABS INC$797,1970.02%13,981CommonSOLE
45765U103NSITINSIGHT ENTERPRISES INC$793,7330.02%11,845CommonSOLE
464286426EEMAISHARES INC$792,2070.02%8,275CommonSOLE
922908637VVVANGUARD INDEX FDS$791,3550.02%2,648CommonSOLE
05464C101AXONAXON ENTERPRISE INC$786,1900.02%1,851CommonSOLE
444859102HUMHUMANA INC$780,9490.02%4,504CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$774,4600.02%4,788CommonSOLE
929328102WSFSWSFS FINL CORP$772,4280.02%11,800CommonSOLE
71363P106PRDOPERDOCEO ED CORP$766,5260.02%20,600CommonSOLE
904767803ULUNILEVER PLC$764,1960.02%13,414CommonSOLE
05969A105TBBKBANCORP INC DEL$762,9660.02%14,200CommonSOLE
55405W104MYRGMYR GROUP INC$762,2640.02%2,700CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$762,0870.02%12,483CommonSOLE
Y2106R110LPGDORIAN LPG LTD$759,2400.02%22,200CommonSOLE
G8060N102STSENSATA TECHNOLOGIES HLDG PL$757,5820.02%21,510CommonSOLE
58502B106MDPEDIATRIX MEDICAL GROUP INC$755,0670.02%35,300CommonSOLE
431636109HLMNHILLMAN SOLUTIONS CORP$754,6240.02%90,700CommonSOLE
248019101DLXDELUXE CORP MEDIUM TERM NTS$754,5960.02%27,400CommonSOLE
Y2065G121DHTDHT HOLDINGS INC$754,5510.02%41,300CommonSOLE
808524748FNDCSCHWAB STRATEGIC TR$754,2770.02%16,270CommonSOLE
76118Y104REZIRESIDEO TECHNOLOGIES INC$753,1490.02%22,342CommonSOLE
153527205CENTACENTRAL GARDEN & PET CO$748,9020.02%23,100CommonSOLE
693506107PPGPPG INDS INC$745,4880.02%6,975CommonSOLE
004498101ACIWACI WORLDWIDE INC$742,2810.02%18,100CommonSOLE
66765N105NWNNORTHWEST NAT HLDG CO$740,9820.02%13,923CommonSOLE
12621E103CNOCNO FINL GROUP INC$740,3530.02%18,031CommonSOLE
64115T104NTCTNETSCOUT SYS INC$737,5280.02%23,200CommonSOLE
55305B101MHOM/I HOMES INC$734,7000.02%6,000CommonSOLE
046224101ASTEASTEC INDS INC$732,2240.02%13,600CommonSOLE
636180101NFGNATIONAL FUEL GAS CO$731,8540.02%7,789CommonSOLE
92840M102VSTVISTRA CORP$730,9040.02%4,862CommonSOLE
464287739IYRISHARES TR$729,8140.02%7,718CommonSOLE
88162G103TTEKTETRA TECH INC NEW$728,9040.02%24,200CommonSOLE
436440101HO1HOLOGIC INC$728,1580.02%9,633CommonSOLE
92204A801VAWVANGUARD WORLD FD$727,6230.02%3,229CommonSOLE
607828100MODMODINE MFG CO$725,9790.02%3,350CommonSOLE
201723103CMCCOMMERCIAL METALS CO$724,8740.02%11,800CommonSOLE
294268107PLUSEPLUS INC$722,4000.02%9,600CommonSOLE
87724P106TMHCTAYLOR MORRISON HOME CORP$722,1760.02%12,400CommonSOLE
G39108108GTESGATES INDL CORP PLC$721,2590.02%31,900CommonSOLE
963320106WHRWHIRLPOOL CORP$719,6700.02%13,347CommonSOLE
86562M209SMFGSUMITOMO MITSUI FIN GRP INC$719,1830.02%36,414CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$718,1400.02%1CommonSOLE
150870103CECELANESE CORP DEL$716,8930.02%10,900CommonSOLE
25434V724DFUVDIMENSIONAL ETF TRUST$715,2210.02%14,759CommonSOLE
05379B107AVAAVISTA CORP$714,4920.02%17,800CommonSOLE
62955J103NOVNOV INC$709,1370.02%37,700CommonSOLE
154760409CPFCENTRAL PAC FINL CORP$697,8790.02%21,836CommonSOLE
421906108HCSGHEALTHCARE SVCS GROUP INC$695,6250.02%37,500CommonSOLE
518613203LAURLAUREATE ED INC$676,9060.02%19,429CommonSOLE
922908652VXFVANGUARD INDEX FDS$672,9660.02%3,270CommonSOLE
78464A474SPSBSPDR SERIES TRUST$666,4710.02%22,164CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$656,5810.02%3,816CommonSOLE
001228501MITTTPG MTG INVTS TR INC$652,9730.02%89,326CommonSOLE
65158N102NMRKNEWMARK GROUP INC$652,0800.01%43,501CommonSOLE
126408103CSXCSX CORP$651,3600.01%15,867CommonSOLE
63633D104NHINATIONAL HEALTH INVS INC$638,7940.01%7,900CommonSOLE
25402D102DOCNDIGITALOCEAN HLDGS INC$635,6300.01%7,410CommonSOLE
G51502105JCIJOHNSON CONTROLS INTERNATION$632,2270.01%4,828CommonSOLE
464287481IWPISHARES TR$631,5030.01%4,929CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$630,6320.01%5,026CommonSOLE
34984V209FETFORUM ENERGY TECHNOLOGIES IN$627,6620.01%10,700CommonSOLE
807066105SCHLSCHOLASTIC CORP$624,9600.01%16,000CommonSOLE
921910816MGKVANGUARD WORLD FD$624,6480.01%1,700CommonSOLE
37892E102GICGLOBAL INDUSTRIAL COMPANY$624,0960.01%19,800CommonSOLE
801056102SANMSANMINA CORP$619,5500.01%4,779CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$618,0470.01%13,468CommonSOLE
668074305NWENORTHWESTERN ENERGY GROUP IN$614,9560.01%9,326CommonSOLE
91688F104UPWKUPWORK INC$614,5490.01%56,072CommonSOLE
91680M107UPSTUPSTART HLDGS INC$613,2920.01%23,910CommonSOLE
60687Y109MFGMIZUHO FINANCIAL GROUP INC$611,7210.01%77,042CommonSOLE
858586100SCLSTEPAN CO$604,7580.01%12,100CommonSOLE
921910873MGCVANGUARD WORLD FD$601,9830.01%2,547CommonSOLE
756109104OREALTY INCOME CORP$599,6860.01%9,802CommonSOLE
830879102SKYWSKYWEST INC$596,8950.01%6,500CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$596,0740.01%4,380CommonSOLE
464287705IJJISHARES TR$580,7480.01%4,383CommonSOLE
292554102ECPGENCORE CAP GROUP INC$574,9840.01%8,200CommonSOLE
045487105ASBASSOCIATED BANC-CORP$573,6520.01%22,183CommonSOLE
79546E104SBHSALLY BEAUTY HLDGS INC$572,2570.01%41,318CommonSOLE
501242101KLICKULICKE & SOFFA INDS INC$571,7640.01%8,700CommonSOLE
78470E205EEMXSPDR INDEX SHS FDS$569,7330.01%12,891CommonSOLE
11135E203BNLBROADSTONE NET LEASE INC$560,8890.01%30,700CommonSOLE
G36738105FDPFRESH DEL MONTE PRODUCE INC$551,5620.01%13,700CommonSOLE
81619Q105SEMSELECT MED HLDGS CORP$542,4570.01%33,300CommonSOLE
628877201NCSMNCS MULTISTAGE HLDGS INC$537,2040.01%8,687CommonSOLE
867892101SHOSUNSTONE HOTEL INVS INC NEW$535,1940.01%59,400CommonSOLE
552848103MTGMGIC INVT CORP WIS$534,5290.01%20,363CommonSOLE
808524763FNDASCHWAB STRATEGIC TR$530,3280.01%16,353CommonSOLE
16359R103CHECHEMED CORP NEW$528,8360.01%1,400CommonSOLE
969457100WMBWILLIAMS COS INC$527,8010.01%7,252CommonSOLE
48563L101KRTKARAT PACKAGING INC$526,5710.01%18,860CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$523,3470.01%6,707CommonSOLE
98980G102ZSZSCALER INC$519,0730.01%3,700CommonSOLE
Y1771G102CMRECOSTAMARE INC$516,2440.01%30,547CommonSOLE
066849100BHBBAR HBR BANKSHARES$515,9550.01%15,900CommonSOLE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTA$515,5130.01%23,800CommonSOLE
88830M102TWITITAN INTL INC ILL$512,0310.01%74,100CommonSOLE
722304102PDDPDD HOLDINGS INC$511,6150.01%5,007CommonSOLE
771049103RBLXROBLOX CORP$511,4720.01%9,043CommonSOLE
11271J107BNBROOKFIELD CORP$510,9340.01%12,625CommonSOLE
026948109AIIAMERICAN INTEGRITY INS GROUP$507,0640.01%26,300CommonSOLE
929740108WABWABTEC$502,0690.01%2,009CommonSOLE
601137102MRPMILLROSE PPTYS INC$498,8760.01%17,817CommonSOLE
464288869IWCISHARES TR$498,1430.01%3,121CommonSOLE
35473M105FGDLFRANKLIN TEMPLETON HOLDINGS$497,3600.01%8,000CommonSOLE
866683105SNCYSUN CTRY AIRLS HLDGS INC$497,2520.01%30,100CommonSOLE
464287440IEFISHARES TR$497,2420.01%5,210CommonSOLE
922908736VUGVANGUARD INDEX FDS$497,0310.01%1,137CommonSOLE
00108J109ACMRACM RESH INC$494,5900.01%12,569CommonSOLE
092528884CALIBLACKROCK ETF TRUST II$492,9530.01%9,775CommonSOLE
42727J102HRTGHERITAGE INSURANCE HLDGS INC$490,3240.01%18,679CommonSOLE
018581108BFHBREAD FINANCIAL HOLDINGS INC$486,7850.01%6,500CommonSOLE
00039J806BUFCAB ACTIVE ETFS INC$486,0820.01%11,963CommonSOLE
397624107GEFGREIF INC$482,9040.01%7,200CommonSOLE
922042676VNQIVANGUARD INTL EQUITY INDEX F$480,0390.01%10,799CommonSOLE
989701107ZIONZIONS BANCORPORATION NATL AS$479,2830.01%8,318CommonSOLE
383082104GRCGORMAN RUPP CO$472,1880.01%7,600CommonSOLE
922908744VTVVANGUARD INDEX FDS$472,0570.01%2,406CommonSOLE
832696405SJMSMUCKER J M CO$469,5660.01%4,869CommonSOLE
008252108AMGAFFILIATED MANAGERS GROUP$464,3030.01%1,678CommonSOLE

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.