MondegarAI
Migdal Insurance & Financial Holdings Ltd.

Q2 2025 · 13F-HR

Migdal Insurance & Financial Holdings Ltd.holdings as filed

Filed 2025-08-04 · accession 0001178913-25-002578

$8.4M
Reported value
356
Positions
2025-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
81369Y803XLKTECHNOLOGY SELECT SECT SPDR$659,2587.83%2,603,396CommonSOLE
81369Y704XLIINDUSTRIAL SELECT SECT SPDR$532,4416.32%3,609,306CommonSOLE
881624209TEVATEVA PHARMACEUTICAL-SP ADR$480,7685.71%28,685,422CommonSOLE
46138E628KBWBINVESCO KBW BANK ETF$400,7144.76%5,595,000CommonSOLE
M7516K103NVMINOVA LTD$395,6434.70%1,437,657CommonSOLE
023135106AMZNAMAZON.COM INC$311,0733.69%1,417,900CommonSOLE
653656108NICENICE LTD - SPON ADR$309,3893.67%1,831,690CommonSOLE
464287515IGVISHARES EXPANDED TECH-SOFTWA$297,7933.54%2,719,572CommonSOLE
81369Y852XLCCOMM SERV SELECT SECTOR SPDR$281,2853.34%2,591,768CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR-SP ADR$274,8563.26%1,209,557CommonSOLE
81369Y407XLYCONSUMER DISCRETIONARY SELT$252,2412.99%1,160,634CommonSOLE
464287242LQDISHARES IBOXX INVESTMENT GRA$215,3842.56%1,965,000CommonSOLE
81369Y886XLUUTILITIES SELECT SECTOR SPDR$204,0872.42%2,499,231CommonSOLE
037833100AAPLAPPLE INC$201,2102.39%980,700CommonSOLE
81369Y605XLFFINANCIAL SELECT SECTOR SPDR$163,8011.94%3,127,778CommonSOLE
02079K107GOOGALPHABET INC-CL C$158,9191.89%895,855CommonSOLE
30303M102METAMETA PLATFORMS INC-CLASS A$157,4971.87%213,387CommonSOLE
67066G104NVDANVIDIA CORP$153,1441.82%969,279CommonSOLE
532457108LLYELI LILLY & CO$128,4081.52%164,725CommonSOLE
92189F676SMHVANECK SEMICONDUCTOR ETF$126,3331.50%453,000CommonSOLE
594918104MSFTMICROSOFT CORP$124,6021.48%250,522CommonSOLE
500767306KWEBKRANESHARES CSI CHINA INTERN$123,9701.47%3,611,134CommonSOLE
M87915274TSEMTOWER SEMICONDUCTOR LTD$120,4181.43%2,777,806CommonSOLE
97717W422EPIWISDOMTREE INDIA EARNINGS$119,4191.42%2,515,670CommonSOLE
M20791105CAMTCAMTEK LTD$109,6411.30%1,296,600CommonSOLE
81369Y209XLVHEALTH CARE SELECT SECTOR$94,5641.12%701,569CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$73,0430.87%251,992CommonSOLE
81369Y100XLBMATERIALS SELECT SECTOR SPDR$72,0040.85%820,000CommonSOLE
35473P769FLINFRANKLIN FTSE INDIA ETF$70,3190.83%1,765,490CommonSOLE
68389X105ORCLORACLE CORP$65,1530.77%298,004CommonSOLE
78464A870XBISPDR S&P BIOTECH ETF$62,1980.74%750,000CommonSOLE
11135F101AVGOBROADCOM INC$59,1100.70%214,440CommonSOLE
81369Y506XLEENERGY SELECT SECTOR SPDR$56,4800.67%665,958CommonSOLE
88160R101TSLATESLA INC$53,6810.64%168,980CommonSOLE
337738108FISVFISERV INC$53,4470.63%310,000CommonSOLE
81369Y860XLREREAL ESTATE SELECT SECT SPDR$47,6370.57%1,150,103CommonSOLE
038222105AMATAPPLIED MATERIALS INC$47,5980.57%260,000CommonSOLE
47233W109JEFJEFFERIES FINANCIAL GROUP IN$43,6430.52%798,000CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$41,9570.50%205,053CommonSOLE
686688102ORAORMAT TECHNOLOGIES INC$41,5890.49%496,526CommonSOLE
M4056D110ENLTENLIGHT RENEWABLE ENERGY LTD$37,0660.44%1,630,721CommonSOLE
29444U700EQIXEQUINIX INC$34,6030.41%43,500CommonSOLE
060505104BACBANK OF AMERICA CORP$34,5580.41%730,308CommonSOLE
92826C839VVISA INC-CLASS A SHARES$33,9620.40%95,655CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$33,5020.40%432,855CommonSOLE
855244109SBUXSTARBUCKS CORP$32,9870.39%360,000CommonSOLE
57636Q104MAMASTERCARD INC - A$30,9130.37%55,012CommonSOLE
21037T109CEGCONSTELLATION ENERGY$30,3390.36%94,000CommonSOLE
78464A375SPIBSPDR PORT INT CORP BOND ETF$29,0070.34%863,815CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$28,8530.34%40,767CommonSOLE
88339J105TTDTRADE DESK INC/THE -CLASS A$28,7960.34%400,000CommonSOLE
78462F103SPYSPDR S&P 500 ETF TRUST$28,5210.34%46,178CommonSOLE
922280102VRNSVARONIS SYSTEMS INC$26,8060.32%528,189CommonSOLE
H5919C104ONONON HOLDING AG-CLASS A$26,3060.31%505,391CommonSOLE
617446448MSMORGAN STANLEY$25,5930.30%181,692CommonSOLE
526057104LENLENNAR CORP-A$25,4400.30%230,000CommonSOLE
23331A109DHIDR HORTON INC$25,1390.30%195,000CommonSOLE
46138G649QQQMINVESCO NASDAQ 100 ETF$24,7080.29%108,808CommonSOLE
M85548101SSYSSTRATASYS LTD$24,4420.29%2,130,983CommonSOLE
00724F101ADBEADOBE INC$24,2940.29%62,795CommonSOLE
00287Y109ABBVABBVIE INC$24,2370.29%130,575CommonSOLE
M84137104SMWBSIMILARWEB LTD$23,5680.28%3,006,157CommonSOLE
M6191J100FROGJFROG LTD$23,2150.28%529,047CommonSOLE
679295105OKTAOKTA INC$21,1940.25%212,004CommonSOLE
M7S64H106MNDYMONDAY.COM LTD$21,0730.25%67,009CommonSOLE
83417M104SEDGSOLAREDGE TECHNOLOGIES INC$20,7710.25%1,018,345CommonSOLE
M98068105WIXWIX.COM LTD$20,6840.25%130,534CommonSOLE
M8744T106TBLATABOOLA.COM LTD$19,5780.23%5,349,179CommonSOLE
46090E103QQQINVESCO QQQ TR UNIT SER 1$18,8720.22%34,236CommonSOLE
M7518J104ODDODDITY TECH LTD-CL A$18,5480.22%245,764CommonSOLE
74340W103PLDPROLOGIS INC$18,4490.22%175,500CommonSOLE
81730H109SSENTINELONE INC -CLASS A$18,0070.21%985,092CommonSOLE
M5216V106GLBEGLOBAL-E ONLINE LTD$17,2730.21%515,000CommonSOLE
654106103NKENIKE INC -CL B$16,1850.19%225,014CommonSOLE
60741F104MBLYMOBILEYE GLOBAL INC-A$15,9840.19%888,967CommonSOLE
M78673114PERIPERION NETWORK LTD$15,3460.18%1,511,885CommonSOLE
M7S750159NYAXNAYAX LTD$15,0810.18%300,000CommonSOLE
72201R817CORPPIMCO INV GRADE CORP BD ETF$14,6170.17%150,206CommonSOLE
M3760D101ESLTELBIT SYSTEMS LTD$14,4480.17%32,100CommonSOLE
78468R622JNKSPDR BLOOMBERG HIGH YIELD BO$14,1500.17%145,568CommonSOLE
46429B291QLTAISHARES TR A RATE CP BD ETF$12,1540.14%254,045CommonSOLE
M5R635108INVZINNOVIZ TECHNOLOGIES LTD$11,9810.14%7,305,731CommonSOLE
46138J635BSJQINVESCO EXCH TRD SLF IDX FD INVSCO BLSH 26$11,3980.14%488,549CommonSOLE
M96088105URGNUROGEN PHARMA LTD$10,5610.13%770,909CommonSOLE
46138G870VRPINVESCO VARIABLE RATE PREFER$9,7800.12%400,000CommonSOLE
78464A631XARSPDR SERIES TRUST AEROSPACE DEF$9,7150.12%46,059CommonSOLE
46138E511PGXINVESCO PREFERRED ETF$9,4610.11%850,000CommonSOLE
464288653TLHISHARES TR 10-20 YR TRS ETF$8,7470.10%86,091CommonSOLE
464287721IYWISHARES TR U.S. TECH ETF$7,4490.09%42,991CommonSOLE
157210105CEVACEVA INC$7,2740.09%330,933CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR US LCAP GR ETF$5,9930.07%205,160CommonSOLE
78463X202FEZSPDR INDEX SHS FDS EURO STOXX 50$5,6600.07%94,752CommonSOLE
464287176TIPISHARES TR TIPS BD ETF$5,1760.06%47,036CommonSOLE
72201R833MINTPIMCO ETF TR ENHAN SHRT MA AC$4,9290.06%49,032CommonSOLE
M51474118GILTGILAT SATELLITE NETWORKS LTD$4,7590.06%671,210CommonSOLE
33733E302FDNFIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX$4,5480.05%16,887CommonSOLE
34959E109FTNTFORTINET INC COM$4,4250.05%41,852CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC CL A$4,3930.05%8,625CommonSOLE
233051143SNPEDBX ETF TR XTRACKRS S&P 500$4,3710.05%79,035CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F ALLWRLD EX US$4,1190.05%61,274CommonSOLE
315912808ONEQFIDELITY COMWLTH TR NASDAQ COMPSIT$4,0730.05%50,849CommonSOLE
33740F268QMMYFIRST TR EXCHNG TRADED FD VI VEST NASDAQ 100$4,0010.05%170,319CommonSOLE
17275R102CSCOCISCO SYS INC COM$3,9880.05%57,502CommonSOLE
18915M107NETCLOUDFLARE INC CL A COM$3,9750.05%20,300CommonSOLE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT$3,9670.05%80,532CommonSOLE
464287549IGMISHARES TR EXPND TEC SC ETF$3,8870.05%34,598CommonSOLE
922908363VOOVANGUARD INDEX FDS S&P 500 ETF SHS$3,6690.04%6,459CommonSOLE
008940108AISPAIRSHIP AI HOLDINGS INC$3,5340.04%600,000CommonSOLE
464287234EEMISHARES TR MSCI EMG MKT ETF$3,3200.04%68,802CommonSOLE
78464A672SPTISPDR PORT INT TREASURY TERM$3,2380.04%112,539CommonSOLE
464287440IEFISHARES TR 7-10 YR TRSY BD$3,1180.04%32,553CommonSOLE
464288513HYGISHARES TR IBOXX HI YD ETF$3,0580.04%38,057CommonSOLE
33737A108GRIDFIRST TR EXCHANGE TRADED FD NASDQ CLN EDGE$2,9610.04%21,299CommonSOLE
02079K305GOOGLALPHABET INC CAP STK CL A$2,8960.03%16,292CommonSOLE
33734X846CIBRFIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF$2,6580.03%35,191CommonSOLE
G7T16G103S3PSAPIENS INTERNATIONAL CORP$2,4280.03%83,001CommonSOLE
M1R95N100ARBEARBE ROBOTICS LTD$2,1360.03%1,200,000CommonSOLE
464287200IVVISHARES TR CORE S&P500 ETF$2,0750.02%3,342CommonSOLE
315616102FFIVF5 INC COM$2,0600.02%7,000CommonSOLE
922908744VTVVANGUARD INDEX FDS VALUE ETF$1,9410.02%10,981CommonSOLE
N07059210ASMLASML HOLDING N V N Y REGISTRY SHS$1,9080.02%2,386CommonSOLE
337345102QTECFIRST TR EXCHANGE-TRADED FD SHS$1,7760.02%8,345CommonSOLE
33738R118TDIVFIRST TR EXCHANGE TRADED FD NASD TECH DIV$1,7720.02%19,655CommonSOLE
78464A854SPYMSPDR SER TR PORTFOLIO S&P500$1,7700.02%24,345CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP COM$1,7500.02%3,500CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS SHRT TRM CORP BD$1,7430.02%21,930CommonSOLE
456788108INFYINFOSYS LTD SPONSORED ADR$1,6710.02%90,179CommonSOLE
369550108GDGENERAL DYNAMICS CORP COM$1,6040.02%5,500CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC COM$1,5780.02%10,000CommonSOLE
45104G104IBNICICI BANK LIMITED ADR$1,5070.02%44,799CommonSOLE
668771108GENGEN DIGITAL INC COM$1,4700.02%50,000CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC COM$1,3300.02%18,004CommonSOLE
464287523SOXXISHARES TR ISHARES SEMICDTR$1,3180.02%5,523CommonSOLE
40415F101HDBHDFC BANK LTD SPONSORED ADS$1,2820.02%16,724CommonSOLE
37960A453RSSLGLOBAL X FDS X RUSSELL 2000 E$1,2540.01%14,775CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW$1,2150.01%2,501CommonSOLE
88025T102TENBTENABLE HLDGS INC COM$1,1820.01%35,000CommonSOLE
464288257ACWIISHARES MSCI ACWI ETF$1,1740.01%9,126CommonSOLE
81762P102NOWSERVICENOW INC COM$1,1700.01%1,142CommonSOLE
781154109RBRKRUBRIK INC. CL A$1,1650.01%13,000CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD SPONSORED ADS$1,0650.01%9,348CommonSOLE
172967424CCITIGROUP INC COM NEW$1,0230.01%12,091CommonSOLE
46138J783BSCRINVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB$9980.01%50,773CommonSOLE
464288638IGIBISHARES TR ISHS 5-10YR INVT$9920.01%18,623CommonSOLE
74758T303QLYSQUALYS INC COM$9070.01%6,346CommonSOLE
19762B707INCOCOLUMBIA ETF TR II INDIA CONSMR ETF$8620.01%13,280CommonSOLE
46435UAA9IBDSISHARES TR IBONDS 27 ETF$8500.01%35,026CommonSOLE
256135203RDYDR REDDYS LABS LTD ADR$8270.01%55,000CommonSOLE
595112103MUMICRON TECHNOLOGY INC COM$8170.01%6,626CommonSOLE
25459Y207QQQEDIREXION SHS ETF TR NAS100 EQL WGT$8020.01%8,174CommonSOLE
72201R783HYSPIMCO ETF TR 0-5 HIGH YIELD$7990.01%8,410CommonSOLE
46432F339QUALISHARES TR MSCI USA QLT FCT$7820.01%4,279CommonSOLE
747525103QCOMQUALCOMM INC COM$7410.01%4,654CommonSOLE
37954Y384BUGGLOBAL X FDS CYBRSCURTY ETF$7050.01%19,000CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS COM$6950.01%2,356CommonSOLE
464287432TLTISHARES TR 20 YR TR BD ETF$6870.01%7,785CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC COM$6870.01%2,238CommonSOLE
78464A474SPSBSPDR SERIES TRUST PORTFOLIO SHORT$6610.01%21,884CommonSOLE
33737K205NXTGFIRST TR EXCHANGE-TRADED FD INDXX NEXTG ETF$6460.01%6,644CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS INT-TERM CORP$6290.01%7,581CommonSOLE
79466L302CRMSALESFORCE INC COM$6270.01%2,296CommonSOLE
46138J825BSCPINVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB$6260.01%30,262CommonSOLE
301505723HTECEXCHANGE TRADED CONCEPTS TRU ROBO GBL HLTCR$6010.01%21,059CommonSOLE
872540109TJXTJX COS INC NEW COM$5380.01%4,360CommonSOLE
464286509EWCISHARES INC MSCI CDA ETF$5130.01%11,100CommonSOLE
369604301GEGE AEROSPACE COM NEW$5010.01%1,946CommonSOLE
149123101CATCATERPILLAR INC COM$4880.01%1,256CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC COM$4790.01%6,004CommonSOLE
64110L106NFLXNETFLIX INC COM$4780.01%357CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC CL C$4760.01%3,840CommonSOLE
464287457SHYISHARES TR 1 3 YR TREAS BD$4720.01%5,699CommonSOLE
931142103WMTWALMART INC COM$4720.01%4,829CommonSOLE
M9607U115VLNVALENS SEMICONDUCTOR LTD$4720.01%179,616CommonSOLE
464286251CEMBISHARES INC JP MRG EM CRP BD$4640.01%10,215CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF$4560.01%5,882CommonSOLE
753422104RPDRAPID7 INC COM$4520.01%19,540CommonSOLE
78464A698KRESPDR SER TR S&P REGL BKG$4400.01%7,400CommonSOLE
539830109LMTLOCKHEED MARTIN CORP COM$4390.01%956CommonSOLE
31188V100FSLYFASTLY INC CL A$4240.01%60,000CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T S&P500 EQL WGT$4090.00%2,249CommonSOLE
381430529GBILGOLDMAN SACHS ETF TR ACCES TREASURY$3940.00%3,935CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC COM$3940.00%1,263CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF SHS BEN INT$3910.00%6,380CommonSOLE
389930207BTCGRAYSCALE BITCOIN MINI TR ET SHS NEW$3900.00%8,177CommonSOLE
09174C104BITBBITWISE BITCOIN ETF TR SHS BEN INT$3900.00%6,659CommonSOLE
46138E362SPHDINVESCO EXCH TRADED FD TR II S&P500 HDL VOL$3810.00%8,003CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC CL A$3720.00%2,730CommonSOLE
478160104JNJJOHNSON & JOHNSON COM$3510.00%2,301CommonSOLE
464287622IWBISHARES TR RUS 1000 ETF$3510.00%1,033CommonSOLE
33734X192SKYYFIRST TR EXCHANGE TRADED FD CLOUD COMPUTING$3210.00%2,670CommonSOLE
46429B267GOVTISHARES TR US TREAS BD ETF$3200.00%13,939CommonSOLE
871607107SNPSSYNOPSYS INC COM$3180.00%620CommonSOLE
464286764EWPISHARES INC MSCI SPAIN ETF$3110.00%7,060CommonSOLE
47215P106JDJD.COM INC SPON ADS CL A$3050.00%9,184CommonSOLE
46429B606EPOLISHARES TR MSCI POLAND ETF$3030.00%9,400CommonSOLE
512807306LRCXLAM RESEARCH CORP COM NEW$2880.00%2,958CommonSOLE
882508104TXNTEXAS INSTRS INC COM$2810.00%1,354CommonSOLE
191216100KOCOCA COLA CO COM$2800.00%3,953CommonSOLE
803054204SAPSAP SE SPON ADR$2690.00%883CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC COM NEW$2680.00%494CommonSOLE
46138J791BSCQINVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB$2450.00%12,570CommonSOLE
46434G772EWTISHARES INC MSCI TAIWAN ETF$2410.00%4,170CommonSOLE
46137V233XLGINVESCO EXCHANGE TRADED FD T S&P 500 TOP 50$2350.00%4,503CommonSOLE
464287580IYCISHARES TR US CONSUM DISCRE$2320.00%2,331CommonSOLE
482480100KLACKLA CORP COM NEW$2300.00%257CommonSOLE
38747R603DRUPGRANITESHARES ETF TR NASDAQ SELECT DI$2260.00%3,635CommonSOLE
464287655IWMISHARES TR RUSSELL 2000 ETF$2210.00%1,023CommonSOLE
464286392URTHISHARES INC MSCI WORLD ETF$2200.00%1,300CommonSOLE
464286772EWYISHARES INC MSCI STH KOR ETF$2110.00%2,980CommonSOLE
722304102PDDPDD HOLDINGS INC SPONSORED ADS$1950.00%1,850CommonSOLE
670100205NVONOVO-NORDISK A S ADR$1920.00%2,780CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW COM$1910.00%193CommonSOLE
464287184FXIISHARES TR CHINA LG-CAP ETF$1860.00%5,000CommonSOLE
30231G102XOMEXXON MOBIL CORP COM$1640.00%1,520CommonSOLE
166764100CVXCHEVRON CORP NEW COM$1590.00%1,109CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC COM$1450.00%25CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR SBI CONS STPLS$1400.00%1,723CommonSOLE
464286608EZUISHARES INC MSCI EURZONE ETF$1370.00%2,308CommonSOLE
46435G334EWUISHARES TR MSCI UK ETF NEW$1370.00%3,450CommonSOLE
52468L406LVHDLEGG MASON ETF INVT FRANKLIN US LOW$1340.00%3,359CommonSOLE
46429B747STIPISHARES TR 0-5 YR TIPS ETF$1280.00%1,240CommonSOLE
64115T104NTCTNETSCOUT SYS INC COM$1240.00%5,000CommonSOLE
33737J802NFTYFIRST TR EXCH TRD ALPHDX FD INDIA NFTY50 EQW$1200.00%2,000CommonSOLE
742718109PGPROCTER AND GAMBLE CO COM$1150.00%721CommonSOLE
464287481IWPISHARES TR RUS MD CP GR ETF$1140.00%820CommonSOLE
89677Q107TCOMTRIP COM GROUP LTD ADS$1040.00%1,765CommonSOLE
33740F888UCONFIRST TR EXCHNG TRADED FD VI SMITH UNCONSTRAI$1020.00%4,080CommonSOLE
78468R739SHMSPDR SERIES TRUST NUVEEN ICE SHORT$1000.00%2,100CommonSOLE
68287N100OSPNONESPAN INC COM$1000.00%6,000CommonSOLE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF$990.00%1,088CommonSOLE
33734H106FVDFIRST TR EXCHANGE-TRADED FD SHS$980.00%2,191CommonSOLE
74347G440BITOPROSHARES TR BITCOIN ETF$920.00%4,269CommonSOLE
46138J817BSJPINVESCO EXCH TRD SLF IDX FD BULSHS 2025 HY$920.00%3,972CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE UT SER 1$860.00%195CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC COM$850.00%457CommonSOLE
902973304USBUS BANCORP DEL COM NEW$850.00%1,883CommonSOLE
458140100INTCINTEL CORP COM$840.00%3,771CommonSOLE
65339F101NEENEXTERA ENERGY INC COM$790.00%1,141CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC COM$790.00%108CommonSOLE
89832Q109TFCTRUIST FINL CORP COM$780.00%1,819CommonSOLE
46591M109JOYYJOYY INC ADS REPSTG COM A$750.00%1,479CommonSOLE
464286806EWGISHARES INC MSCI GERMANY ETF$750.00%1,777CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC COM$740.00%1,350CommonSOLE
921937835BNDVANGUARD BD INDEX FDS TOTAL BND MRKT$730.00%989CommonSOLE
423403104MOMOHELLO GROUP INC ADS$710.00%8,140CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC COM$710.00%3,900CommonSOLE
26922A842JETSETF SER SOLUTIONS US GLB JETS$690.00%3,000CommonSOLE
37954Y814FINXGLOBAL X FDS FINTECH ETF$670.00%1,960CommonSOLE
09075V102BNTXBIONTECH SE SPONSORED ADS$650.00%605CommonSOLE
92189F643MOATVANECK ETF TRUST MRNGSTR WDE MOAT$620.00%660CommonSOLE
G3323L100FNFABRINET SHS$560.00%190CommonSOLE
55354G100MSCIMSCI INC COM$560.00%97CommonSOLE
92206C706VGITVANGUARD INTERMEDIATE-TERM T$540.00%898CommonSOLE
78409V104SPGIS&P GLOBAL INC COM$540.00%103CommonSOLE
55261F104MTBM & T BK CORP COM$540.00%277CommonSOLE
44332N106HTHTH WORLD GROUP LTD SPONSORED ADS$500.00%1,466CommonSOLE
115236101BROBROWN & BROWN INC COM$490.00%446CommonSOLE
461202103INTUINTUIT COM$480.00%61CommonSOLE
949746101WMT2WELLS FARGO CO NEW COM$480.00%603CommonSOLE
285512109EAELECTRONIC ARTS INC COM$480.00%299CommonSOLE
30034W106EVRGEVERGY INC COM$480.00%690CommonSOLE
886364710ACSITIDAL TRUST I AMEN CUST SATF$470.00%735CommonSOLE
64110D104NTAPNETAPP INC COM$450.00%418CommonSOLE
252131107DXCMDEXCOM INC COM$450.00%519CommonSOLE
29084Q100EMEEMCOR GROUP INC COM$450.00%85CommonSOLE
52567D107LMNDLEMONADE INC COM$450.00%1,034CommonSOLE
74348A467NOBLPROSHARES TR S&P 500 DV ARIST$440.00%433CommonSOLE
464288646IGSBISHARES TR ISHS 1-5YR INVS$430.00%821CommonSOLE
48203R104JNPJUNIPER NETWORKS INC COM$420.00%1,063CommonSOLE
37954Y491DAXGLOBAL X FDS DAX GERMANY ETF$420.00%940CommonSOLE
464288281EMBISHARES TR JPMORGAN USD EMG$420.00%450CommonSOLE
92189H300EMLCVANECK ETF TRUST JP MRGAN EM LOC$410.00%1,600CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW COM$400.00%639CommonSOLE
172755100CRUSCIRRUS LOGIC INC COM$390.00%376CommonSOLE
103304101BYDBOYD GAMING CORP COM$390.00%494CommonSOLE
751212101RLRALPH LAUREN CORP CL A$390.00%142CommonSOLE
97717W869DFEWISDOMTREE TR EUROPE SMCP DV$380.00%540CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP COM$370.00%344CommonSOLE
457187102INGRINGREDION INC COM$370.00%275CommonSOLE
58933Y105MRKMERCK & CO INC COM$370.00%465CommonSOLE
78464A391EBNDSPDR SERIES TRUST BLOOMBERG EMERGI$360.00%1,665CommonSOLE
00508Y102AYIACUITY INC COM$360.00%121CommonSOLE
33740U307FSEPFIRST TR EXCHNG TRADED FD VI FT VEST US EQT$360.00%750CommonSOLE
89055F103BLDTOPBUILD CORP COM$350.00%107CommonSOLE
70451X104PAYOPAYONEER GLOBAL INC COM$350.00%5,107CommonSOLE
29362U104ENTGENTEGRIS INC COM$350.00%436CommonSOLE
550021109LULULULULEMON ATHLETICA INC COM$340.00%141CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC. COM$340.00%482CommonSOLE
460146103IPINTERNATIONAL PAPER CO COM$330.00%696CommonSOLE
464287713IYZISHARES TR US TELECOM ETF$320.00%1,080CommonSOLE
464288182AAXJISHARES TR MSCI AC ASIA ETF$320.00%383CommonSOLE
33738D309FTSLFIRST TR EXCHANGE-TRADED FD SENIOR LN FD$320.00%700CommonSOLE
46432F396MTUMISHARES TR MSCI USA MMENTM$310.00%130CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS COM$310.00%59CommonSOLE
62944T105NVRNVR INC COM$300.00%4CommonSOLE
690742101OCOWENS CORNING NEW COM$300.00%221CommonSOLE
596278101MIDDMIDDLEBY CORP COM$300.00%206CommonSOLE
86771W105RUNSUNRUN INC COM$280.00%3,800CommonSOLE
33738R704AIRRFIRST TR EXCHANGE TRADED FD RBA INDL ETF$280.00%345CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO SPONSORED ADR$270.00%2,180CommonSOLE
33738D408HYLSFIRST TR EXCHANGE-TRADED FD FIRST TR TA HIYL$260.00%620CommonSOLE
465562106ITUBITAU UNIBANCO HLDG S A SPON ADR REP PFD$260.00%3,959CommonSOLE
72815L107PLTKPLAYTIKA HLDG CORP COM$250.00%5,298CommonSOLE
464288661IEIISHARES TR 3 7 YR TREAS BD$250.00%212CommonSOLE
33739E108FPEFIRST TR EXCH TRADED FD III PFD SECS INC ETF$240.00%1,373CommonSOLE
464286400EWZISHARES INC MSCI BRAZIL ETF$210.00%730CommonSOLE
682189105ONON SEMICONDUCTOR CORP COM$180.00%342CommonSOLE
75513E101RTXRTX CORPORATION COM$180.00%125CommonSOLE
464286749EWLISHARES INC MSCI SWITZERLAND$160.00%285CommonSOLE
464288570DSIISHARES TR ESG MSCI KLD 400$150.00%125CommonSOLE
33733B100FIWFIRST TR EXCHANGE-TRADED FD WTR ETF$150.00%136CommonSOLE
880770102TERTERADYNE INC COM$140.00%157CommonSOLE
67092P300NULVNUSHARES ETF TR NUVEEN ESG LRGVL$140.00%339CommonSOLE
92204A702VGTVANGUARD WORLD FD INF TECH ETF$130.00%20CommonSOLE
46435U515IBDTISHARES TR IBDS DEC28 ETF$130.00%500CommonSOLE
26969P108EXPEAGLE MATLS INC COM$120.00%60CommonSOLE
464287465EFAISHARES TR MSCI EAFE ETF$100.00%112CommonSOLE
316092832FDRRFIDELITY COVINGTON TRUST DIVID ETF RISI$100.00%180CommonSOLE
464288810IHIISHARES TR U.S. MED DVC ETF$90.00%150CommonSOLE
46429B598INDAISHARES TR MSCI INDIA ETF$80.00%150CommonSOLE
922042866VPLVANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF$80.00%100CommonSOLE
46641Q233BBAXJ P MORGAN EXCHANGE TRADED F BETABUILDERS DEV$80.00%145CommonSOLE
464288760ITAISHARES TR US AER DEF ETF$50.00%24CommonSOLE
97717X701HEDJWISDOMTREE TR EUROPE HEDGED EQ$50.00%110CommonSOLE
483467106KLTRKALTURA INC COM$40.00%2,169CommonSOLE
773121108RKLBROCKET LAB CORP COM$40.00%121CommonSOLE
69002R103TEADOUTBRAIN INC COM$40.00%1,494CommonSOLE
92189F437ANGLVANECK ETF TRUST FALLEN ANGEL HG$30.00%100CommonSOLE
69355J104SDHYPGIM SHORT DUR HIG YLD OPP F COM$30.00%196CommonSOLE
767292105RIOTRIOT PLATFORMS INC COM$20.00%200CommonSOLE
833445109SNOWSNOWFLAKE INC CL A$10.00%4CommonSOLE
594972408MSTRMICROSTRATEGY INC CL A NEW$10.00%2CommonSOLE
90138F102TWLOTWILIO INC CL A$10.00%4CommonSOLE
45674M101INFA1EURINFORMATICA INC COM CL A$04CommonSOLE
256163106DOCUDOCUSIGN INC COM$05CommonSOLE
26210C104DBXDROPBOX INC CL A$05CommonSOLE
185123106CWANCLEARWATER ANALYTICS HLDGS I CL A$06CommonSOLE
74346Y103PROPROS HOLDINGS INC COM$01CommonSOLE
76680R206RNGRINGCENTRAL INC CL A$02CommonSOLE
78463M107SPSCSPS COMM INC COM$01CommonSOLE
12468P104AIC3 AI INC CL A$03CommonSOLE
67059N108NTNXNUTANIX INC CL A$06CommonSOLE
47074L105JAMFJAMF HLDG CORP COM$02CommonSOLE
70438V106PCTYPAYLOCITY HLDG CORP COM$01CommonSOLE
358054104FRSHFRESHWORKS INC CLASS A COM$05CommonSOLE
09352U108BLNDBLEND LABS INC CL A$05CommonSOLE
10316T104BOXBOX INC CL A$03CommonSOLE
03783C100APPFAPPFOLIO INC COM CL A$01CommonSOLE
09227Q100BLKBBLACKBAUD INC COM$01CommonSOLE
338307101FIVNFIVE9 INC COM$02CommonSOLE
81686C104628SEMRUSH HLDGS INC CL A COM$01CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC COM$01CommonSOLE
63947X101NCNONCINO INC COM$03CommonSOLE
25402D102DOCNDIGITALOCEAN HLDGS INC COM$02CommonSOLE
583435300STEAKHOLDER FOODS LTD SPONSORED ADS$062CommonSOLE
09239B109BLBLACKLINE INC COM$01CommonSOLE

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.