MondegarAI
HUB Investment Partners, LLC

Q1 2026 · 13F-HR

HUB Investment Partners, LLCholdings as filed

Filed 2026-05-15 · accession 0001172661-26-002189

$4.18B
Reported value
1,150
Positions
2026-03-31
Period end
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The Brief · HUB Investment Partners, LLC · Q1 2026

AI · grounded in 13F

HUB Investment Partners, LLC significantly increased its stake in BND by 2,194.58%. The fund established new positions in BSV with a $15.77M investment and AZN with a $14.2M investment. Conversely, the fund closed its position in AZNN, resulting in a $11.83M reduction. Other notable trims include reducing shares of SCHW by 70.36% and GOOGL by 36.90%.

Holdings as filed

First 500 of 1150

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$401.1M9.59%2,299,680CommonNONE
037833100AAPLAPPLE INC$340.8M8.15%1,342,807CommonNONE
922908769VTIVANGUARD INDEX FDS$115.6M2.76%360,285CommonNONE
594918104MSFTMICROSOFT CORP$93.7M2.24%253,048CommonNONE
025072349AVLVAMERICAN CENTY ETF TR$91.1M2.18%1,130,337CommonNONE
023135106AMZNAMAZON COM INC$85.4M2.04%410,253CommonNONE
316188309FBNDFIDELITY MERRIMACK STR TR$62.0M1.48%1,358,029CommonNONE
025072703AVDEAMERICAN CENTY ETF TR$57.8M1.38%681,333CommonNONE
02079K305GOOGLALPHABET INC$55.6M1.33%193,242CommonNONE
092528603BINCBLACKROCK ETF TRUST II$48.2M1.15%928,138CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$47.4M1.13%836,279CommonNONE
46625H100JPMJPMORGAN CHASE & CO$46.6M1.11%158,439CommonNONE
30303M102METAMETA PLATFORMS INC$46.5M1.11%81,343CommonNONE
922908512VOEVANGUARD INDEX FDS$43.5M1.04%235,927CommonNONE
11135F101AVGOBROADCOM INC$42.1M1.01%136,073CommonNONE
72201R585PYLDPIMCO ETF TR$41.8M1.00%1,597,029CommonNONE
922908744VTVVANGUARD INDEX FDS$40.6M0.97%207,122CommonNONE
30231G102XOMEXXON MOBIL CORP$40.0M0.96%235,495CommonNONE
931142103WMTWALMART INC$39.9M0.95%320,972CommonNONE
922020748VCRBVANGUARD MALVERN FDS$39.7M0.95%513,210CommonNONE
14020V108CGUSCAPITAL GROUP CORE EQUITY ET$39.5M0.95%1,029,237CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$38.5M0.92%80,418CommonNONE
88160R101TSLATESLA INC$38.0M0.91%102,179CommonNONE
46654Q609JGROJ P MORGAN EXCHANGE TRADED F$34.2M0.82%404,453CommonNONE
46436E718SGOVISHARES TR$33.8M0.81%335,841CommonNONE
46435G409IVLUISHARES TR$31.1M0.74%783,813CommonNONE
78464A854SPYMSPDR SERIES TRUST$29.0M0.69%379,070CommonNONE
46432F834IXUSISHARES TR$28.9M0.69%334,140CommonNONE
02079K107GOOGALPHABET INC$28.1M0.67%97,803CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$25.8M0.62%465,179CommonNONE
00287Y109ABBVABBVIE INC$25.5M0.61%117,199CommonNONE
617446448MSMORGAN STANLEY$24.2M0.58%147,072CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$21.8M0.52%47,265CommonNONE
025072604AVEMAMERICAN CENTY ETF TR$20.4M0.49%253,291CommonNONE
37954Y483QYLDGLOBAL X FDS$20.4M0.49%1,189,090CommonNONE
92826C839VVISA INC$20.0M0.48%66,168CommonNONE
921910733ESGVVANGUARD WORLD FD$19.2M0.46%171,091CommonNONE
46090E103QQQINVESCO QQQ TR$19.2M0.46%33,231CommonNONE
921937835BNDVANGUARD BD INDEX FDS$18.5M0.44%251,302CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$18.3M0.44%28,119CommonNONE
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$18.2M0.44%387,577CommonNONE
45168D104IDXXIDEXX LABS INC$17.6M0.42%31,261CommonNONE
949746101WMT2WELLS FARGO & CO$17.6M0.42%220,549CommonNONE
74762E102QUREQUANTA SVCS INC$17.4M0.42%31,723CommonNONE
36828A101GEVGE VERNOVA INC$17.4M0.42%19,885CommonNONE
37954Y475XYLDGLOBAL X FDS$16.7M0.40%427,853CommonNONE
038222105AMATAPPLIED MATLS INC$16.7M0.40%48,850CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$16.5M0.39%48,800CommonNONE
46432F339QUALISHARES TR$16.4M0.39%85,757CommonNONE
478160104JNJJOHNSON & JOHNSON$16.2M0.39%66,401CommonNONE
921937827BSVVANGUARD BD INDEX FDS$15.8M0.38%201,104CommonNONE
65339F101NEENEXTERA ENERGY INC$15.4M0.37%165,878CommonNONE
922908363VOOVANGUARD INDEX FDS$15.2M0.36%25,492CommonNONE
718546104PSXPHILLIPS 66$15.1M0.36%82,802CommonNONE
464287481IWPISHARES TR$15.0M0.36%116,880CommonNONE
57636Q104MAMASTERCARD INCORPORATED$14.9M0.36%29,780CommonNONE
14019W109CGXUCAPITAL GROUP INTL FOCUS EQT$14.3M0.34%483,772CommonNONE
G0593M107AZNASTRAZENECA PLC$14.2M0.34%72,008CommonNONE
682680103OKEONEOK INC NEW$14.1M0.34%155,578CommonNONE
37954Y459RYLDGLOBAL X FDS$13.5M0.32%901,152CommonNONE
78464A706DGTSPDR SERIES TRUST$13.5M0.32%79,433CommonNONE
23331A109DHID R HORTON INC$12.8M0.31%93,045CommonNONE
29250N105ENBENBRIDGE INC$12.7M0.30%235,177CommonNONE
532457108LLYELI LILLY & CO$12.7M0.30%13,797CommonNONE
060505104BACBANK AMERICA CORP$12.7M0.30%260,172CommonNONE
922908629VOVANGUARD INDEX FDS$12.7M0.30%44,125CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$12.1M0.29%12,144CommonNONE
595112103MUMICRON TECHNOLOGY INC$11.8M0.28%34,932CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$11.5M0.28%56,573CommonNONE
55354G100MSCIMSCI INC$11.4M0.27%21,212CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$11.4M0.27%177,683CommonNONE
35671D857FCXFREEPORT MCMORAN INC$11.0M0.26%186,366CommonNONE
74340W103PLDPROLOGIS INC.$10.9M0.26%82,564CommonNONE
78463V107GLDSPDR GOLD TR$10.9M0.26%25,287CommonNONE
166764100CVXCHEVRON CORPORATION$10.8M0.26%52,365CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$10.8M0.26%97,161CommonNONE
580135101MCDMCDONALDS CORP$10.8M0.26%34,749CommonNONE
17275R102CSCOCISCO SYS INC$10.8M0.26%138,807CommonNONE
46138J452BSJSINVESCO EXCH TRD SLF IDX FD$10.7M0.26%493,130CommonNONE
375558103GILDGILEAD SCIENCES INC$10.7M0.26%76,550CommonNONE
969457100WMBWILLIAMS COS INC$10.6M0.25%145,306CommonNONE
482480100KLACKLA CORP$10.5M0.25%7,121CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$10.5M0.25%276,951CommonNONE
G51502105JCIJOHNSON CONTROLS INTERNATION$10.4M0.25%79,218CommonNONE
09290C103DYNFBLACKROCK ETF TRUST$10.3M0.25%177,310CommonNONE
025072885AVUSAMERICAN CENTY ETF TR$10.3M0.25%92,573CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$10.1M0.24%2,400PUTNONE
69374H881COWZPACER FDS TR$10.1M0.24%160,984CommonNONE
12503M108CBOECBOE GLOBAL MKTS INC$9.9M0.24%35,219CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$9.9M0.24%67,536CommonNONE
64110L106NFLXNETFLIX INC.$9.8M0.24%102,406CommonNONE
594918104MSFTMICROSOFT CORP$9.7M0.23%26,300CALLNONE
03674X106ARANTERO RESOURCES CORP$9.7M0.23%228,396CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$9.6M0.23%73,199CommonNONE
46138E339SPMOINVESCO EXCH TRADED FD TR II$9.5M0.23%84,334CommonNONE
86765K109SUNSUNOCO LP/SUNOCO FIN CORP$9.4M0.22%144,370CommonNONE
33738R308FTHIFIRST TR EXCHANGE TRADED FD$9.3M0.22%405,975CommonNONE
697435105PANWPALO ALTO NETWORKS INC$9.2M0.22%57,270CommonNONE
92537N108VRTVERTIV HOLDINGS CO$9.1M0.22%36,487CommonNONE
79466L302CRMSALESFORCE INC$9.0M0.22%48,352CommonNONE
025072299AVSDAMERICAN CENTY ETF TR$9.0M0.22%122,186CommonNONE
58733R102MELIMERCADOLIBRE INC$8.9M0.21%5,176CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$8.7M0.21%53,237CommonNONE
97717Y527USFRWISDOMTREE TR$8.7M0.21%172,125CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$8.6M0.21%22,131CommonNONE
46654Q740JGLOJ P MORGAN EXCHANGE TRADED F$8.6M0.21%131,947CommonNONE
09290D101BLKBLACKROCK INC$8.6M0.21%8,940CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$8.3M0.20%88,489CommonNONE
12572Q105CMECME GROUP INC$8.3M0.20%28,198CommonNONE
46138J783BSCRINVESCO EXCH TRD SLF IDX FD$8.2M0.20%420,016CommonNONE
46138J643BSCSINVESCO EXCH TRD SLF IDX FD$8.2M0.20%401,001CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$8.0M0.19%148,122CommonNONE
46138J460BSCUINVESCO EXCH TRD SLF IDX FD$8.0M0.19%478,616CommonNONE
78433H303SPYINEOS ETF TRUST$8.0M0.19%161,834CommonNONE
46138J577BSCTINVESCO EXCH TRD SLF IDX FD$7.9M0.19%425,976CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$7.9M0.19%71,147CommonNONE
00436Q106ACELACCEL ENTERTAINMENT INC$7.3M0.17%668,493CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$7.2M0.17%8,524CommonNONE
46138J429BSCVINVESCO EXCH TRD SLF IDX FD$7.1M0.17%433,577CommonNONE
872590104TMUST-MOBILE US INC$7.1M0.17%33,800CommonNONE
46654Q724HELOJ P MORGAN EXCHANGE TRADED F$6.7M0.16%105,314CommonNONE
74347R206QLDPROSHARES TR$6.7M0.16%109,757CommonNONE
437076102HDHOME DEPOT INC$6.6M0.16%20,080CommonNONE
29273V100ETENERGY TRANSFER L P$6.4M0.15%332,476CommonNONE
82509L107SHOPSHOPIFY INC$6.3M0.15%53,364CommonNONE
464288414MUBISHARES TR$6.2M0.15%58,867CommonNONE
742718109PGPROCTER & GAMBLE CO$6.2M0.15%43,223CommonNONE
25434V724DFUVDIMENSIONAL ETF TRUST$6.2M0.15%127,631CommonNONE
922908611VBRVANGUARD INDEX FDS$6.2M0.15%28,367CommonNONE
368736104GNRCGENERAC HLDGS INC$6.1M0.15%31,149CommonNONE
464288158SUBISHARES TR$5.9M0.14%55,496CommonNONE
921910816MGKVANGUARD WORLD FD$5.9M0.14%16,081CommonNONE
75513E101RTXRTX CORPORATION$5.8M0.14%30,206CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$5.8M0.14%113,742CommonNONE
747525103QCOMQUALCOMM INC$5.6M0.13%43,827CommonNONE
713448108PEPPEPSICO INC$5.6M0.13%36,055CommonNONE
58933Y105MRKMERCK & CO INC$5.6M0.13%46,515CommonNONE
191216100KOCOCA COLA CO$5.6M0.13%73,046CommonNONE
464287200IVVISHARES TR$5.5M0.13%8,495CommonNONE
00724F101ADBEADOBE INC$5.5M0.13%22,776CommonNONE
46428Q109SLVISHARES SILVER TR$5.5M0.13%80,514CommonNONE
037833100AAPLAPPLE INC$5.4M0.13%21,200PUTNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$5.3M0.13%8,200CALLNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$5.3M0.13%24,668CommonNONE
70432V102PAYCPAYCOM SOFTWARE INC$5.3M0.13%43,626CommonNONE
922908736VUGVANGUARD INDEX FDS$5.2M0.13%12,010CommonNONE
02209S103MOALTRIA GROUP INC$5.2M0.12%78,687CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$5.1M0.12%68,483CommonNONE
921937819BIVVANGUARD BD INDEX FDS$5.1M0.12%66,598CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$5.1M0.12%71,258CommonNONE
464287226AGGISHARES TR$5.1M0.12%51,174CommonNONE
464288273SCZISHARES TR$5.1M0.12%64,645CommonNONE
701094104PHPARKER-HANNIFIN CORP$5.0M0.12%5,559CommonNONE
00206R102TAT&T INC$5.0M0.12%171,445CommonNONE
002824100ABTABBOTT LABORATORIES$5.0M0.12%48,325CommonNONE
704551100BTUPEABODY ENGR CORP$4.9M0.12%150,000CommonNONE
30034W106EVRGEVERGY INC$4.9M0.12%60,333CommonNONE
464285204IAUISHARES GOLD TR$4.9M0.12%55,130CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$4.8M0.12%14,300CALLNONE
670837103OGEOGE ENERGY CORP$4.8M0.11%100,054CommonNONE
01881G106ABALLIANCEBERNSTEIN HLDG L P$4.8M0.11%127,375CommonNONE
26923N819NVDXETF OPPORTUNITIES TRUST$4.7M0.11%336,783CommonNONE
097023105BABOEING CO$4.7M0.11%23,516CommonNONE
921910840MGVVANGUARD WORLD FD$4.6M0.11%32,025CommonNONE
464287655IWMISHARES TR$4.6M0.11%18,692CommonNONE
15118V207CELHCELSIUS HLDGS INC$4.6M0.11%129,907CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$4.6M0.11%31,068CommonNONE
149123101CATCATERPILLAR INC$4.6M0.11%6,483CommonNONE
25434V500DFASDIMENSIONAL ETF TRUST$4.5M0.11%63,633CommonNONE
20825C104COPCONOCOPHILLIPS$4.5M0.11%34,149CommonNONE
717081103PFEPFIZER INC$4.3M0.10%154,351CommonNONE
092528843HIMUBLACKROCK ETF TRUST II$4.3M0.10%88,895CommonNONE
46434G103IEMGISHARES INC$4.2M0.10%60,070CommonNONE
55336V100MPLXMPLX LP$4.2M0.10%72,906CommonNONE
68389X105ORCLORACLE CORP$4.1M0.10%28,004CommonNONE
38747R827NVDLGRANITESHARES ETF TR$4.1M0.10%56,021CommonNONE
882508104TXNTEXAS INSTRS INC$4.0M0.09%20,443CommonNONE
00123Q104AGNCAGNC INVT CORP$3.9M0.09%393,057CommonNONE
G9460G101VALVALARIS LTD$3.9M0.09%40,000CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$3.9M0.09%26,800PUTNONE
91324P102UNHUNITEDHEALTH GROUP INC$3.9M0.09%14,435CommonNONE
808513105SCHWSCHWAB CHARLES CORP$3.9M0.09%41,499CommonNONE
09260D107BXBLACKSTONE INC$3.8M0.09%33,337CommonNONE
882681109TXRHTEXAS ROADHOUSE INC$3.8M0.09%22,755CommonNONE
03831W108APPAPPLOVIN CORP$3.8M0.09%9,433CommonNONE
093712107BEBLOOM ENERGY CORP$3.8M0.09%27,679CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$3.6M0.09%5CommonNONE
18915M107NETCLOUDFLARE INC$3.6M0.09%17,359CommonNONE
040413205ANETARISTA NETWORKS INC$3.5M0.08%28,192CommonNONE
69374H386TRFKPACER FDS TR$3.5M0.08%55,495CommonNONE
458140100INTCINTEL CORP$3.4M0.08%77,565CommonNONE
67066G104NVDANVIDIA CORPORATION$3.4M0.08%19,600CALLNONE
464287804IJRISHARES TR$3.4M0.08%27,422CommonNONE
26142V105DKNGDRAFTKINGS INC NEW$3.4M0.08%156,176CommonNONE
254687106DISDISNEY WALT CO$3.3M0.08%33,770CommonNONE
369604301GEGE AEROSPACE$3.2M0.08%11,165CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$3.2M0.08%15,500CALLNONE
092528504CLOABLACKROCK ETF TRUST II$3.1M0.08%60,542CommonNONE
03027X100AMTAMERICAN TOWER CORP$3.1M0.07%18,089CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$3.0M0.07%23,220CommonNONE
85207K107PSLVSPROTT ASSET MANAGEMENT LP$3.0M0.07%124,400CommonNONE
833445109SNOWSNOWFLAKE INC$3.0M0.07%20,019CommonNONE
921909768VXUSVANGUARD STAR FDS$3.0M0.07%39,056CommonNONE
464288687PFFISHARES TR$3.0M0.07%99,186CommonNONE
571903202MARMARRIOTT INTL INC NEW$3.0M0.07%9,188CommonNONE
512807306LRCXLAM RESEARCH CORP$2.9M0.07%13,588CommonNONE
907818108UNPUNION PAC CORP$2.9M0.07%11,942CommonNONE
464287499IWRISHARES TR$2.9M0.07%29,722CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$2.9M0.07%15,384CommonNONE
438516106HONHONEYWELL INTL INC$2.8M0.07%12,382CommonNONE
464287622IWBISHARES TR$2.8M0.07%7,765CommonNONE
464287614IWFISHARES TR$2.8M0.07%6,457CommonNONE
539830109LMTLOCKHEED MARTIN CORP$2.7M0.07%4,548CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$2.7M0.06%53,359CommonNONE
46138J791BSCQINVESCO EXCH TRD SLF IDX FD$2.6M0.06%135,106CommonNONE
64031N108NNINELNET INC$2.6M0.06%20,336CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$2.6M0.06%13,137CommonNONE
670346105NUENUCOR CORP$2.6M0.06%15,240CommonNONE
464287473IWSISHARES TR$2.6M0.06%17,636CommonNONE
49456B101KMIKINDER MORGAN INC DEL$2.6M0.06%76,620CommonNONE
032654105ADIANALOG DEVICES INC$2.6M0.06%8,051CommonNONE
172967424CCITIGROUP INC$2.5M0.06%22,236CommonNONE
958669103WESWESTERN MIDSTREAM PARTNERS L$2.5M0.06%60,562CommonNONE
37954Y855LITGLOBAL X FDS$2.5M0.06%33,336CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$2.5M0.06%63,719CommonNONE
910047109UALUNITED AIRLS HLDGS INC$2.5M0.06%26,739CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$2.4M0.06%19,443CommonNONE
726503105PAAPLAINS ALL AMERN PIPELINE L$2.4M0.06%108,703CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$2.4M0.06%10,001CommonNONE
85207H104PHYSSPROTT ASSET MANAGEMENT LP$2.4M0.06%68,148CommonNONE
56585A102MPCMARATHON PETE CORP$2.3M0.06%9,561CommonNONE
808524706SCHESCHWAB STRATEGIC TR$2.3M0.05%69,076CommonNONE
00162Q452AMLPALPS ETF TR$2.3M0.05%42,768CommonNONE
26884U109EPREPR PPTYS$2.2M0.05%44,594CommonNONE
30303M102METAMETA PLATFORMS INC$2.2M0.05%3,800CALLNONE
808524797SCHDSCHWAB STRATEGIC TR$2.1M0.05%69,821CommonNONE
45867G101IDCCINTERDIGITAL INC$2.1M0.05%7,016CommonNONE
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532257805LPTHLIGHTPATH TECHNOLOGIES INC$2.1M0.05%206,128CommonNONE
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46139W858BSCWINVESCO EXCH TRD SLF IDX FD$2.1M0.05%99,915CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$2.0M0.05%7,420CommonNONE
47103U753JBBBJANUS DETROIT STR TR$2.0M0.05%43,293CommonNONE
25746U109DDOMINION ENERGY INC$2.0M0.05%32,603CommonNONE
253393102DKSDICKS SPORTING GOODS INC$2.0M0.05%10,143CommonNONE
85571B105STWDSTARWOOD PPTY TR INC$2.0M0.05%114,961CommonNONE
46139W825BSCXINVESCO EXCH TRD SLF IDX FD$2.0M0.05%93,284CommonNONE
58733R102MELIMERCADOLIBRE INC$1.9M0.05%1,100CALLNONE
G5960L103MDTMEDTRONIC PLC$1.9M0.04%21,650CommonNONE
651639106NEMNEWMONT CORP$1.9M0.04%17,272CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$1.9M0.04%40,819CommonNONE
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962879102WPMWHEATON PRECIOUS METALS CORP$1.8M0.04%13,852CommonNONE
219350105GLWCORNING INC$1.8M0.04%13,335CommonNONE
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209115104EDCONSOLIDATED EDISON INC$1.8M0.04%15,648CommonNONE
37954Y715BOTZGLOBAL X FDS$1.8M0.04%53,097CommonNONE
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N07059210ASMLASML HLDG NV$1.7M0.04%1,300CALLNONE
78467X109DIASTATE STR SPDR DOW JONES IND$1.7M0.04%3,683CommonNONE
94106L109WMWASTE MGMT INC DEL$1.7M0.04%7,416CommonNONE
46138J635BSJQINVESCO EXCH TRD SLF IDX FD$1.7M0.04%72,829CommonNONE
464289875AOMISHARES TR$1.7M0.04%35,415CommonNONE
48251W104KKRKKR & CO INC$1.7M0.04%18,101CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.7M0.04%27,433CommonNONE
46432F842IEFAISHARES TR$1.7M0.04%18,347CommonNONE
025816109AXPAMERICAN EXPRESS CO$1.6M0.04%5,386CommonNONE
911363109URIUNITED RENTALS INC$1.6M0.04%2,225CommonNONE
91913Y100VLOVALERO ENERGY CORP$1.6M0.04%6,418CommonNONE
244199105DEDEERE & CO$1.6M0.04%2,760CommonNONE
780259305SHELSHELL PLC$1.6M0.04%16,687CommonNONE
548661107LOWLOWES COS INC$1.5M0.04%6,560CommonNONE
78433H485MLPINEOS ETF TRUST$1.5M0.04%27,298CommonNONE
681936100OHIOMEGA HEALTHCARE INVS INC$1.5M0.04%35,142CommonNONE
136385101CNQCANADIAN NAT RES LTD MED TER$1.5M0.04%31,149CommonNONE
G16252101BIPBROOKFIELD INFRASTRUCTURE PA$1.5M0.04%41,787CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$1.5M0.04%59,609CommonNONE
46139W783BSCYINVESCO EXCH TRD SLF IDX FD$1.5M0.04%72,148CommonNONE
14040H105COFCAPITAL ONE FINL CORP$1.5M0.04%8,165CommonNONE
922908652VXFVANGUARD INDEX FDS$1.5M0.04%7,191CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$1.5M0.04%2,148CommonNONE
842587107SOSOUTHERN CO$1.5M0.04%15,173CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$1.5M0.03%3,360CommonNONE
46138J585BSJRINVESCO EXCH TRD SLF IDX FD$1.4M0.03%64,797CommonNONE
031162100AMGNAMGEN INC$1.4M0.03%4,105CommonNONE
754730109RJFRAYMOND JAMES FINL INC$1.4M0.03%9,962CommonNONE
464287598IWDISHARES TR$1.4M0.03%6,706CommonNONE
72201R833MINTPIMCO ETF TR$1.4M0.03%14,091CommonNONE
464287242LQDISHARES TR$1.4M0.03%12,975CommonNONE
N97284108NBISNEBIUS GROUP N.V.$1.4M0.03%13,600CALLNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$1.4M0.03%15,196CommonNONE
92189F106GDXVANECK ETF TRUST$1.4M0.03%15,280CommonNONE
69374H709GCOWPACER FDS TR$1.4M0.03%30,169CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.4M0.03%2,900CALLNONE
89832Q109TFCTRUIST FINL CORP$1.4M0.03%30,229CommonNONE
92206C714VONVVANGUARD SCOTTSDALE FDS$1.4M0.03%14,703CommonNONE
G29183103ETNEATON CORP PLC$1.4M0.03%3,834CommonNONE
452308109ITWILLINOIS TOOL WKS INC$1.4M0.03%5,254CommonNONE
126650100CVSCVS HEALTH CORP$1.4M0.03%18,989CommonNONE
25809K105DASHDOORDASH INC$1.4M0.03%9,030CommonNONE
83089J108SKYTSKYWATER TECHNOLOGY INC$1.4M0.03%49,322CommonNONE
037833100AAPLAPPLE INC$1.3M0.03%5,300CALLNONE
92189F676SMHVANECK ETF TRUST$1.3M0.03%3,484CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$1.3M0.03%13,432CommonNONE
06759L103BBDCBARINGS BDC INC$1.3M0.03%161,646CommonNONE
83406F102SOFISOFI TECHNOLOGIES INC$1.3M0.03%82,152CommonNONE
78464A805SPTMSPDR SERIES TRUST$1.3M0.03%16,487CommonNONE
718172109PMPHILIP MORRIS INTL INC$1.3M0.03%7,883CommonNONE
78464A409SPYGSPDR SERIES TRUST$1.3M0.03%13,278CommonNONE
922908595VBKVANGUARD INDEX FDS$1.3M0.03%4,296CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.3M0.03%8,800CALLNONE
47103U845JAAAJANUS DETROIT STR TR$1.3M0.03%25,527CommonNONE
16411R208LNGCHENIERE ENERGY INC$1.3M0.03%4,519CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$1.3M0.03%7,888CommonNONE
231021106CMICUMMINS INC$1.3M0.03%2,357CommonNONE
78464A664SPTLSPDR SERIES TRUST$1.3M0.03%48,059CommonNONE
46138J395BSJTINVESCO EXCH TRD SLF IDX FD$1.3M0.03%59,931CommonNONE
351858105FNVFRANCO NEV CORP$1.3M0.03%5,079CommonNONE
609207105MDLZMONDELEZ INTL INC$1.3M0.03%21,764CommonNONE
126408103CSXCSX CORP$1.3M0.03%30,534CommonNONE
92204A702VGTVANGUARD WORLD FD$1.2M0.03%1,789CommonNONE
443201108HWMHOWMET AEROSPACE INC$1.2M0.03%5,409CommonNONE
19260Q107COINCOINBASE GLOBAL INC$1.2M0.03%7,131CommonNONE
464287507IJHISHARES TR$1.2M0.03%18,432CommonNONE
773903109ROKROCKWELL AUTOMATION INC$1.2M0.03%3,446CommonNONE
756109104OREALTY INCOME CORP$1.2M0.03%19,965CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$1.2M0.03%41,873CommonNONE
74347R669USDPROSHARES TR$1.2M0.03%25,220CommonNONE
595112103MUMICRON TECHNOLOGY INC$1.2M0.03%3,500CALLNONE
15101Q207CLSCELESTICA INC$1.2M0.03%4,187CommonNONE
N07059210ASMLASML HLDG NV$1.2M0.03%891CommonNONE
855244109SBUXSTARBUCKS CORP$1.2M0.03%13,018CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.2M0.03%4,800CALLNONE
464287234EEMISHARES TR$1.2M0.03%20,362CommonNONE
369550108GDGENERAL DYNAMICS CORP$1.1M0.03%3,309CommonNONE
744320102PRUPRUDENTIAL FINL INC$1.1M0.03%11,605CommonNONE
194162103CLCOLGATE PALMOLIVE CO$1.1M0.03%13,247CommonNONE
097023105BABOEING CO$1.1M0.03%5,500CALLNONE
313745101FRTFEDERAL RLTY INVT TR NEW$1.1M0.03%10,200CommonNONE
464287440IEFISHARES TR$1.1M0.03%11,347CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$1.1M0.03%23,926CommonNONE
G5960L103MDTMEDTRONIC PLC$1.1M0.03%12,400CALLNONE
46090A804GTOINVESCO ACTIVELY MANAGED EXC$1.1M0.03%22,774CommonNONE
872540109TJXTJX COS INC NEW$1.1M0.03%6,611CommonNONE
56035L104MAINMAIN STR CAP CORP$1.0M0.03%19,821CommonNONE
89214P109TOWNTOWNEBANK PORTSMOUTH VA$1.0M0.03%31,121CommonNONE
69121K104OBDCBLUE OWL CAPITAL CORPORATION$1.0M0.03%94,599CommonNONE
464287408IVEISHARES TR$1.0M0.02%4,888CommonNONE
11135F101AVGOBROADCOM INC$1.0M0.02%3,300CALLNONE
023135106AMZNAMAZON COM INC$1.0M0.02%4,900CALLNONE
86800U302SMCISUPER MICRO COMPUTER INC$1.0M0.02%44,716CommonNONE
74347X831TQQQPROSHARES TR$1.0M0.02%24,426CommonNONE
46641Q753JVALJ P MORGAN EXCHANGE TRADED F$1.0M0.02%20,817CommonNONE
66987V109NVSNOVARTIS AG$1.0M0.02%6,658CommonNONE
15118V207CELHCELSIUS HLDGS INC$1.0M0.02%28,500CALLNONE
315912808ONEQFIDELITY COMWLTH TR$1.0M0.02%11,897CommonNONE
G54950103LINLINDE PLC$1.0M0.02%2,026CommonNONE
697900108PAASPAN AMERN SILVER CORP$1.0M0.02%18,378CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$998,2770.02%237CommonNONE
81762P102NOWSERVICENOW INC$992,7020.02%9,495CommonNONE
009066101ABNBAIRBNB INC$980,8170.02%7,767CommonNONE
78464A847SPMDSPDR SERIES TRUST$971,7280.02%16,409CommonNONE
064058100BKBANK NEW YORK MELLON CORP$970,3640.02%8,180CommonNONE
40412C101HCAHCA HEALTHCARE INC$969,1960.02%2,048CommonNONE
78433H550IAUINEOS ETF TRUST$960,0220.02%16,881CommonNONE
87612E106TGTTARGET CORP$956,2090.02%7,890CommonNONE
80004C200SNDKSANDISK CORP$953,6450.02%1,501CommonNONE
345370860FFORD MTR CO$952,5050.02%82,539CommonNONE
92537N108VRTVERTIV HOLDINGS CO$952,2040.02%3,800CALLNONE
30212P303EXPEEXPEDIA GROUP INC$951,9590.02%4,123CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$935,5410.02%5,700CALLNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$928,4710.02%2,370CommonNONE
025072232AVGEAMERICAN CENTY ETF TR$925,9900.02%10,520CommonNONE
84265V105SCCOSOUTHERN COPPER CORP$923,1020.02%5,365CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$920,8200.02%6,929CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$911,7150.02%1,180CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$903,9460.02%23,528CommonNONE
464287309IVWISHARES TR$897,0800.02%7,931CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$892,8720.02%14,575CommonNONE
33739P103FTLSFIRST TR EXCH TRADED FD III$892,3060.02%12,682CommonNONE
46641Q167JAVAJ P MORGAN EXCHANGE TRADED F$889,1260.02%12,392CommonNONE
09255P107HYTBLACKROCK CORPOR HI YLD FD I$878,9060.02%103,158CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$877,9670.02%2,544CommonNONE
464287465EFAISHARES TR$876,7920.02%9,027CommonNONE
46434V621DGROISHARES TR$875,6130.02%12,477CommonNONE
33939L837IQDFFLEXSHARES TR$874,7250.02%27,620CommonNONE
N97284108NBISNEBIUS GROUP N.V.$860,3780.02%8,292CommonNONE
808524771FNDXSCHWAB STRATEGIC TR$853,6000.02%30,650CommonNONE
46434V647REETISHARES TR$842,7510.02%33,509CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$841,3870.02%27,586CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$840,9870.02%2,883CommonNONE
29364G103ETRENTERGY CORP NEW$840,2130.02%7,478CommonNONE
278642103EBAYEBAY INC.$838,7490.02%9,215CommonNONE
88579Y101MMM3M CO$836,0990.02%5,757CommonNONE
920253101VMIVALMONT INDS INC$835,1010.02%2,090CommonNONE
921935870VTESVANGUARD WELLINGTON FD$832,9530.02%8,236CommonNONE
871829107SYYSYSCO CORP$830,2810.02%11,640CommonNONE
690742101OCOWENS CORNING NEW$821,3830.02%7,590CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$816,8920.02%4,150CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$816,7220.02%1,829CommonNONE
26614N102DDDUPONT DE NEMOURS INC$813,0420.02%17,752CommonNONE
143658300CCL1EURCARNIVAL CORP$812,7560.02%31,405CommonNONE
58155Q103MCKMCKESSON CORP$809,5820.02%936CommonNONE
87612G101TRGPTARGA RES CORP$806,0970.02%3,215CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$802,9440.02%6,400CALLNONE
91912E105VALEVALE S A$800,5430.02%50,317CommonNONE
26923Q564BMNUETF OPPORTUNITIES TRUST$777,1400.02%440,306CommonNONE
G65431127NENOBLE CORP PLC$773,0000.02%15,753CommonNONE
09249E101BHKBLACKROCK CORE BD TR$770,1270.02%84,075CommonNONE
26142V105DKNGDRAFTKINGS INC NEW$769,6720.02%35,600CALLNONE
125269100CFCF INDUSTRIES HOLD$763,4590.02%5,880CommonNONE
172908105CTASCINTAS CORP$761,2990.02%4,501CommonNONE
15101Q207CLSCELESTICA INC$760,5360.02%2,700CALLNONE
46139W759BSCZINVESCO EXCH TRD SLF IDX FD$759,4520.02%37,010CommonNONE
745867101PHMPULTE GROUP INC$757,7610.02%6,443CommonNONE
172755100CRUSCIRRUS LOGIC INC$757,3750.02%5,237CommonNONE
461202103INTUINTUIT$755,9380.02%1,748CommonNONE
670699107QQQXNUVEEN NASDAQ 100 DYNAMIC OV$750,8410.02%28,153CommonNONE
88160R101TSLATESLA INC$743,5000.02%2,000CALLNONE
81369Y209XLVSELECT SECTOR SPDR TR$742,3200.02%5,063CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$741,7790.02%1,900CALLNONE
770700102HOODROBINHOOD MKTS INC$741,7180.02%10,703CommonNONE
74743L100QQNITY ELECTRONICS INC$741,6630.02%6,428CommonNONE
30161N101EXCEXELON CORP$740,2080.02%15,100CommonNONE
902973304USBUS BANCORP$738,1020.02%14,192CommonNONE
171779309CIENCIENA CORP$737,6370.02%1,900CALLNONE
69374H360COWGPACER FDS TR$720,7620.02%21,363CommonNONE
19842X109STKCOLUMBIA SELIGM PREM TECH GR$720,6700.02%19,000CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$717,8920.02%29,006CommonNONE
35473P553FLCBFRANKLIN TEMPLETON ETF TR$716,1330.02%33,324CommonNONE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$715,2500.02%5,007CommonNONE
278865100ECLECOLAB INC$712,3780.02%2,678CommonNONE
381430503GSLCGOLDMAN SACHS ETF TR$711,2340.02%5,684CommonNONE
64110L106NFLXNETFLIX INC.$701,8950.02%7,300CALLNONE
416515104HIGHARTFORD INSURANCE GROUP INC$701,5990.02%5,188CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$699,1670.02%9,649CommonNONE
172062101CINFCINCINNATI FINL CORP$698,5640.02%4,440CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$697,6230.02%1,674CommonNONE
46434V613IUSBISHARES TR$697,2490.02%15,095CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$695,6880.02%13,825CommonNONE
20030N101CMCSACOMCAST CORP NEW$694,9810.02%24,207CommonNONE
253868103DLRDIGITAL RLTY TR INC$688,2900.02%3,819CommonNONE
21873S108CRWVCOREWEAVE INC$686,9260.02%8,867CommonNONE
09261X102BXSLBLACKSTONE SECD LENDING FD$686,2990.02%28,970CommonNONE
743315103PGRPROGRESSIVE CORP$681,9590.02%3,440CommonNONE
00217D100ASTSAST SPACEMOBILE INC$679,5340.02%8,200CALLNONE
90384S303ULTAULTA BEAUTY INC$679,5230.02%1,300CALLNONE
26701L100BROSDUTCH BROS INC$671,7490.02%13,260CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$670,7370.02%4,849CommonNONE
291011104EMREMERSON ELEC CO$668,3450.02%5,101CommonNONE
674599105OXYOCCIDENTAL PETE CORP$666,4630.02%10,253CommonNONE
05613H803BMOPBNY MELLON ETF TRUST II$659,6560.02%26,783CommonNONE
655844108NSCNORFOLK SOUTHN CORP$657,9100.02%2,292CommonNONE
04247X102AWIARMSTRONG WORLD INDS INC NEW$655,2450.02%3,976CommonNONE
464288356CMFISHARES TR$654,6860.02%11,514CommonNONE
958102105WDCWESTERN DIGITAL CORP$647,3440.02%2,393CommonNONE
46434V860TFLOISHARES TR$644,7580.02%12,735CommonNONE
056752108BIDUBAIDU INC$644,6760.02%5,786CommonNONE
494368103KMBKIMBERLY-CLARK CORP$639,3760.02%6,628CommonNONE
78468R556XOPSPDR SERIES TRUST$636,9500.02%3,503CommonNONE
11271J107BNBROOKFIELD CORP$635,0440.02%15,692CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$634,6960.02%3,307CommonNONE
576485205MTDRMATADOR RES CO$633,6970.02%10,030CommonNONE
902494103TSNTYSON FOODS INC$633,2230.02%9,883CommonNONE
02079K305GOOGLALPHABET INC$632,6320.02%2,200CALLNONE
036752103ELVELEVANCE HEALTH INC FORMERLY$630,6450.02%2,154CommonNONE
33829M101FIVEFIVE BELOW INC$629,9190.02%2,757CommonNONE
88025U109TXG10X GENOMICS INC$629,7240.02%29,662CommonNONE
37954Y293MLPXGLOBAL X FDS$627,4420.02%8,486CommonNONE
98149E303GLDMWORLD GOLD TR$626,6770.01%6,761CommonNONE
78467Y107MDYSTATE STR SPDR S&P MIDCAP 40$625,7790.01%1,015CommonNONE
90384S303ULTAULTA BEAUTY INC$622,0250.01%1,190CommonNONE
14020G101CGGRCAPITAL GROUP GROWTH ETF$620,5340.01%15,440CommonNONE
19247G107COHRCOHERENT CORP$619,3460.01%2,600CALLNONE
512816109LAMRLAMAR ADVERTISING CO$618,0060.01%4,879CommonNONE
457187102INGRINGREDION INC$616,0250.01%5,468CommonNONE
78409V104SPGIS&P GLOBAL INC$614,2490.01%1,444CommonNONE
921946810VIGIVANGUARD WHITEHALL FDS$609,4140.01%6,889CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$609,3300.01%10,409CommonNONE
654106103NKENIKE INC$607,4300.01%11,500CALLNONE
808524607SCHASCHWAB STRATEGIC TR$607,3170.01%20,884CommonNONE
30040W108ESEVERSOURCE ENERGY$606,9620.01%8,761CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$606,9350.01%1,235CommonNONE
75734B100RDDTREDDIT INC$605,9250.01%4,500CALLNONE
863667101SYKSTRYKER CORPORATION$605,6590.01%1,843CommonNONE
184496107CLHCLEAN HARBORS INC$605,2870.01%2,111CommonNONE
751212101RLRALPH LAUREN CORP$605,0780.01%1,759CommonNONE
824348106SHWSHERWIN WILLIAMS CO$602,9590.01%1,881CommonNONE
H1467J104CBCHUBB LTD SWITZ$599,7340.01%1,840CommonNONE
297178105ESSESSEX PPTY TR INC$599,1920.01%2,476CommonNONE

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.