MondegarAI
National Philanthropic Trust

Q3 2025 · 13F-HR

National Philanthropic Trustholdings as filed

Filed 2026-05-15 · accession 0001193805-26-000631

$8.94B
Reported value
326
Positions
2025-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$1.81B20.2%9,705,329CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$1.20B13.4%9,000,968CommonSOLE
464287200IVVISHARES TR$826.5M9.24%1,234,913CommonSOLE
02079K305GOOGLALPHABET INC$697.9M7.80%2,870,845CommonSOLE
11135F101AVGOBROADCOM INC$561.8M6.28%1,703,024CommonSOLE
922908363VOOVANGUARD INDEX FDS$296.3M3.31%483,783CommonSOLE
023135106AMZNAMAZON COM INC$271.7M3.04%1,237,290CommonSOLE
146869102CVNACARVANA CO$246.3M2.75%652,811CommonSOLE
09260D107BXBLACKSTONE INC$245.6M2.75%1,437,683CommonSOLE
594918104MSFTMICROSOFT CORP$240.9M2.69%465,076CommonSOLE
02079K107GOOGALPHABET INC$205.9M2.30%845,573CommonSOLE
46432F842IEFAISHARES TR$129.1M1.44%1,478,120CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$119.2M1.33%737,017CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$109.0M1.22%163,677CommonSOLE
464287226AGGISHARES TR$97.3M1.09%970,825CommonSOLE
771049103RBLXROBLOX CORP$96.2M1.08%694,226CommonSOLE
922908629VOVANGUARD INDEX FDS$87.4M0.98%297,426CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$78.8M0.88%282,256CommonSOLE
68389X105ORCLORACLE CORP$66.1M0.74%234,960CommonSOLE
464287655IWMISHARES TR$64.5M0.72%266,696CommonSOLE
464286392URTHISHARES INC$60.2M0.67%331,715CommonSOLE
464285204IAUISHARES GOLD TR$59.3M0.66%814,760CommonSOLE
921937827BSVVANGUARD BD INDEX FDS$57.9M0.65%734,092CommonSOLE
009066101ABNBAIRBNB INC$56.9M0.64%468,764CommonSOLE
464288513HYGISHARES TR$55.4M0.62%682,852CommonSOLE
46434G103IEMGISHARES INC$50.8M0.57%771,251CommonSOLE
48251W104KKRKKR & CO INC$50.2M0.56%386,002CommonSOLE
922908769VTIVANGUARD INDEX FDS$43.6M0.49%132,907CommonSOLE
09581B103OWLBLUE OWL CAPITAL INC$43.2M0.48%2,550,000CommonSOLE
29287L106VOTETCW ETF TRUST$37.4M0.42%476,634CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$34.7M0.39%100,441CommonSOLE
22266T109CPNGCOUPANG INC$28.4M0.32%880,472CommonSOLE
464287564ICFISHARES TR$25.4M0.28%412,247CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$23.1M0.26%113,296CommonSOLE
46641Q134JIREJ P MORGAN EXCHANGE TRADED F$22.9M0.26%311,707CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$22.0M0.25%101,722CommonSOLE
55087P104LYFTLYFT INC$19.1M0.21%867,421CommonSOLE
921909768VXUSVANGUARD STAR FDS$18.9M0.21%257,340CommonSOLE
87422Q109TLNTALEN ENERGY CORP$18.7M0.21%43,993CommonSOLE
464287465EFAISHARES TR$18.3M0.20%196,016CommonSOLE
25809K105DASHDOORDASH INC$17.5M0.20%64,330CommonSOLE
392709101GRBKGREEN BRICK PARTNERS INC$17.1M0.19%231,556CommonSOLE
037833100AAPLAPPLE INC$17.0M0.19%66,926CommonSOLE
783513203RYAAYRYANAIR HOLDINGS PLC$13.3M0.15%221,025CommonSOLE
30303M102METAMETA PLATFORMS INC$12.3M0.14%16,764CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$11.6M0.13%193,130CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$11.5M0.13%60,882CommonSOLE
713448108PEPPEPSICO INC$11.3M0.13%80,722CommonSOLE
770700102HOODROBINHOOD MKTS INC$11.0M0.12%77,002CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$10.9M0.12%167,981CommonSOLE
46641Q126JPREJ P MORGAN EXCHANGE TRADED F$10.8M0.12%225,015CommonSOLE
29772L108ETONETON PHARMACEUTICALS INC$10.7M0.12%492,112CommonSOLE
88033G407THCTENET HEALTHCARE CORP$10.3M0.12%50,834CommonSOLE
46090E103QQQINVESCO QQQ TR$10.2M0.11%17,006CommonSOLE
11271J107BNBROOKFIELD CORP$10.0M0.11%145,685CommonSOLE
872657101TPGTPG INC$9.9M0.11%173,126CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$9.8M0.11%13CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$9.7M0.11%101,310CommonSOLE
464288570DSIISHARES TR$9.6M0.11%76,511CommonSOLE
37954Y673PAVEGLOBAL X FDS$9.3M0.10%194,403CommonSOLE
464287507IJHISHARES TR$9.1M0.10%140,017CommonSOLE
03782L101APPNAPPIAN CORP$8.6M0.10%281,682CommonSOLE
23918K108DVADAVITA INC$8.4M0.09%62,931CommonSOLE
647551100NMFCNEW MTN FIN CORP$8.2M0.09%852,921CommonSOLE
88160R101TSLATESLA INC$8.2M0.09%18,463CommonSOLE
78463V107GLDSPDR GOLD TR$7.9M0.09%22,354CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$7.6M0.09%45,385CommonSOLE
530307305LBRDKLIBERTY BROADBAND CORP$7.5M0.08%118,363CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$7.5M0.08%41,031CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$7.4M0.08%22,990CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$7.3M0.08%98,138CommonSOLE
464287457SHYISHARES TR$7.2M0.08%86,307CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$6.8M0.08%32,059CommonSOLE
23204G100CUBICUSTOMERS BANCORP INC$6.7M0.08%103,200CommonSOLE
464287150ITOTISHARES TR$6.7M0.07%46,008CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$6.7M0.07%41,604CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$6.4M0.07%8,068CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$6.3M0.07%12,472CommonSOLE
19058X207COSOCOASTALSOUTH BANCSHARES INC$6.1M0.07%278,138CommonSOLE
531229755FWONKLIBERTY MEDIA CORP DEL$6.0M0.07%57,853CommonSOLE
37954Y632AIQGLOBAL X FDS$6.0M0.07%120,672CommonSOLE
615369105MCOMOODYS CORP$5.9M0.07%12,481CommonSOLE
128246105CVGWCALAVO GROWERS INC$5.8M0.06%225,000CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$5.7M0.06%77,161CommonSOLE
45337C102INCYINCYTE CORP$5.7M0.06%67,655CommonSOLE
46434V464CRBNISHARES TR$5.7M0.06%24,986CommonSOLE
04626A103ALABASTERA LABS INC$5.6M0.06%28,500CommonSOLE
G6683N103NUNU HLDGS LTD$5.5M0.06%346,404CommonSOLE
268158201DVAXDYNAVAX TECHNOLOGIES CORP$5.3M0.06%530,160CommonSOLE
Q4982L109IRENIREN LIMITED$5.2M0.06%110,401CommonSOLE
464287309IVWISHARES TR$5.1M0.06%42,594CommonSOLE
G4705A100ICLRICON PLC$5.1M0.06%29,225CommonSOLE
53566V106LINELINEAGE INC$5.1M0.06%132,295CommonSOLE
893641100TDGTRANSDIGM GROUP INC$5.0M0.06%3,794CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$5.0M0.06%15,805CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$5.0M0.06%30,000CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$4.9M0.05%100,087CommonSOLE
26210C104DBXDROPBOX INC$4.8M0.05%158,204CommonSOLE
553498106MSAMSA SAFETY INC$4.6M0.05%27,019CommonSOLE
46435G425ESGUISHARES TR$4.6M0.05%31,704CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$4.6M0.05%4,966CommonSOLE
464287515IGVISHARES TR$4.5M0.05%39,350CommonSOLE
464287804IJRISHARES TR$4.2M0.05%35,508CommonSOLE
922908744VTVVANGUARD INDEX FDS$4.2M0.05%22,520CommonSOLE
464288257ACWIISHARES TR$4.2M0.05%30,329CommonSOLE
478160104JNJJOHNSON & JOHNSON$4.2M0.05%22,556CommonSOLE
00214Q104ARKKARK ETF TR$4.2M0.05%48,387CommonSOLE
225310101CACCCREDIT ACCEP CORP MICH$4.1M0.05%8,885CommonSOLE
922908736VUGVANGUARD INDEX FDS$4.1M0.05%8,583CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$4.1M0.05%22,971CommonSOLE
166764100CVXCHEVRON CORP NEW$4.0M0.04%25,762CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$4.0M0.04%31,642CommonSOLE
219350105GLWCORNING INC$3.9M0.04%47,452CommonSOLE
29355A107ENPHENPHASE ENERGY INC$3.8M0.04%108,000CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$3.6M0.04%13,138CommonSOLE
00258Y104ABXABACUS GLOBAL MGMT INC$3.6M0.04%625,000CommonSOLE
433000106HIMSHIMS & HERS HEALTH INC$3.4M0.04%60,186CommonSOLE
464287408IVEISHARES TR$3.4M0.04%16,419CommonSOLE
G29687103AVDLAVADEL PHARMACEUTICALS PLC$3.3M0.04%219,296CommonSOLE
98423F109XMTRXOMETRY INC$3.3M0.04%60,399CommonSOLE
464287762IYHISHARES TR$3.2M0.04%54,440CommonSOLE
46125A100LUNRINTUITIVE MACHINES INC$3.2M0.04%300,000CommonSOLE
233051200DBEFDBX ETF TR$3.1M0.04%67,474CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$3.1M0.03%8,918CommonSOLE
91332U101UUNITY SOFTWARE INC$3.1M0.03%76,572CommonSOLE
46138G508BKLNINVESCO EXCH TRADED FD TR II$3.0M0.03%143,061CommonSOLE
92763W103VIPSVIPSHOP HLDGS LTD$2.9M0.03%149,975CommonSOLE
464287184FXIISHARES TR$2.9M0.03%71,078CommonSOLE
531229771FWONALIBERTY MEDIA CORP DEL$2.9M0.03%30,435CommonSOLE
52736R102LEVILEVI STRAUSS & CO NEW$2.9M0.03%124,019CommonSOLE
58733R102MELIMERCADOLIBRE INC$2.9M0.03%1,223CommonSOLE
78467V608SRLNSSGA ACTIVE ETF TR$2.8M0.03%67,629CommonSOLE
92206C623VTWGVANGUARD SCOTTSDALE FDS$2.8M0.03%11,911CommonSOLE
29415C101EOSEEOS ENERGY ENTERPRISES INC$2.8M0.03%244,131CommonSOLE
92826C839VVISA INC$2.6M0.03%7,656CommonSOLE
30212W100AGNTEXP WORLD HLDGS INC$2.6M0.03%245,000CommonSOLE
464287614IWFISHARES TR$2.5M0.03%5,441CommonSOLE
78468R747SHESPDR SERIES TRUST$2.5M0.03%19,947CommonSOLE
H5919C104ONONON HLDG AG$2.5M0.03%58,328CommonSOLE
23804L103DDOGDATADOG INC$2.4M0.03%17,035CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$2.4M0.03%16,797CommonSOLE
36168Q104GFLGFL ENVIRONMENTAL INC$2.4M0.03%50,000CommonSOLE
49446R109KIMKIMCO RLTY CORP$2.3M0.03%106,013CommonSOLE
83012A109TSLXSIXTH STREET SPECIALTY LENDI$2.3M0.03%100,000CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$2.2M0.02%14,385CommonSOLE
949746101WMT2WELLS FARGO CO NEW$2.1M0.02%25,400CommonSOLE
92204A702VGTVANGUARD WORLD FD$1.9M0.02%2,530CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$1.7M0.02%30,409CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.7M0.02%15,022CommonSOLE
69343T107PJTPJT PARTNERS INC$1.7M0.02%9,438CommonSOLE
65339F101NEENEXTERA ENERGY INC$1.6M0.02%21,680CommonSOLE
861896108SNEXSTONEX GROUP INC$1.6M0.02%15,937CommonSOLE
042068205ARMARM HOLDINGS PLC$1.6M0.02%11,000CommonSOLE
464287523SOXXISHARES TR$1.5M0.02%5,649CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$1.5M0.02%5,305CommonSOLE
256746108DLTRDOLLAR TREE INC$1.5M0.02%15,836CommonSOLE
464288182AAXJISHARES TR$1.5M0.02%16,285CommonSOLE
464287481IWPISHARES TR$1.5M0.02%10,431CommonSOLE
918905209VHIVALHI INC NEW$1.4M0.02%87,717CommonSOLE
047726104BATRAATLANTA BRAVES HLDGS INC$1.4M0.02%30,000CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$1.4M0.02%18,926CommonSOLE
464287473IWSISHARES TR$1.3M0.01%9,466CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$1.3M0.01%14,683CommonSOLE
G51405101CRGOFREIGHTOS LTD$1.3M0.01%379,910CommonSOLE
002824100ABTABBOTT LABS$1.3M0.01%9,344CommonSOLE
55336V100MPLXMPLX LP$1.2M0.01%25,000CommonSOLE
922908751VBVANGUARD INDEX FDS$1.2M0.01%4,863CommonSOLE
98980F104GTMZOOMINFO TECHNOLOGIES INC$1.2M0.01%112,641CommonSOLE
30052C107EOLSEVOLUS INC$1.2M0.01%200,000CommonSOLE
09073M104TECHBIO-TECHNE CORP$1.2M0.01%21,922CommonSOLE
464287598IWDISHARES TR$1.2M0.01%5,925CommonSOLE
62944T105NVRNVR INC$1.2M0.01%150CommonSOLE
464288521USRTISHARES TR$1.2M0.01%20,226CommonSOLE
532457108LLYELI LILLY & CO$1.2M0.01%1,519CommonSOLE
029595105AMSAMERICAN SHARED HOSPITAL SVC$1.2M0.01%410,746CommonSOLE
74275K108PCORPROCORE TECHNOLOGIES INC$1.1M0.01%15,652CommonSOLE
64110L106NFLXNETFLIX INC$1.1M0.01%943CommonSOLE
58933Y105MRKMERCK & CO INC$1.1M0.01%13,432CommonSOLE
00287Y109ABBVABBVIE INC$1.1M0.01%4,855CommonSOLE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$1.1M0.01%12,389CommonSOLE
78464A631XARSPDR SERIES TRUST$1.1M0.01%4,709CommonSOLE
17275R102CSCOCISCO SYS INC$1.1M0.01%15,724CommonSOLE
92206C680VONGVANGUARD SCOTTSDALE FDS$1.1M0.01%8,800CommonSOLE
879512309TSATTELESAT CORP$1.1M0.01%40,000CommonSOLE
23954D109DAWNGBXDAY ONE BIOPHARMACEUTICALS I$1.1M0.01%150,000CommonSOLE
464287176TIPISHARES TR$1.0M0.01%9,201CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$1.0M0.01%12,609CommonSOLE
747525103QCOMQUALCOMM INC$957,7350.01%5,757CommonSOLE
33739E108FPEFIRST TR EXCH TRADED FD III$949,0090.01%52,029CommonSOLE
36164V800GLIBKGCI LIBERTY INC$882,2180.01%23,671CommonSOLE
464287432TLTISHARES TR$852,0540.01%9,534CommonSOLE
921932828VIOOVANGUARD ADMIRAL FDS INC$850,8400.01%7,702CommonSOLE
487836108KKELLANOVA$849,8910.01%10,362CommonSOLE
464287234EEMISHARES TR$846,6040.01%15,854CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$840,9060.01%3,410CommonSOLE
171779309CIENCIENA CORP$840,5160.01%5,770CommonSOLE
46434G764EMXCISHARES INC$834,0190.01%12,354CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$820,6610.01%9,757CommonSOLE
023939101AMTMAMENTUM HOLDINGS INC$810,1570.01%33,827CommonSOLE
15101Q207CLSCELESTICA INC$804,9230.01%3,267CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$782,4680.01%14,442CommonSOLE
25960P109DEIDOUGLAS EMMETT INC$778,5000.01%50,000CommonSOLE
464287648IWOISHARES TR$770,0160.01%2,406CommonSOLE
93148P102WDWALKER & DUNLOP INC$760,9420.01%9,100CommonSOLE
464287630IWNISHARES TR$731,8170.01%4,139CommonSOLE
29273V100ETENERGY TRANSFER L P$726,2800.01%42,324CommonSOLE
833445109SNOWSNOWFLAKE INC$719,7300.01%3,191CommonSOLE
92189F106GDXVANECK ETF TRUST$714,9510.01%9,358CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$690,1440.01%4,959CommonSOLE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$669,3870.01%11,756CommonSOLE
46138B103DBCINVESCO DB COMMDY INDX TRCK$651,3870.01%28,912CommonSOLE
17253J106CIFRCIPHER MINING INC$649,8450.01%51,616CommonSOLE
922475108VEEVVEEVA SYS INC$624,4190.01%2,096CommonSOLE
744320102PRUPRUDENTIAL FINL INC$618,4980.01%5,962CommonSOLE
50015M109KODKODIAK SCIENCES INC$617,4760.01%37,720CommonSOLE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$611,5530.01%10,632CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$608,3010.01%9,071CommonSOLE
97717Y527USFRWISDOMTREE TR$600,2740.01%11,941CommonSOLE
722304102PDDPDD HOLDINGS INC$598,2010.01%4,526CommonSOLE
780259305SHELSHELL PLC$573,3130.01%8,015CommonSOLE
46431W598CMDYISHARES U S ETF TR$566,3440.01%10,767CommonSOLE
05465C100AXAXOS FINANCIAL INC$565,8850.01%6,685CommonSOLE
31846B108FAFIRST ADVANTAGE CORP NEW$561,4890.01%36,484CommonSOLE
74348A467NOBLPROSHARES TR$561,1130.01%5,444CommonSOLE
714046109RVTYREVVITY INC$549,5660.01%6,270CommonSOLE
46140H106DBAINVESCO DB MULTI-SECTOR COMM$548,5260.01%20,498CommonSOLE
003261104BCIABRDN ETFS$548,3010.01%25,455CommonSOLE
26922B667DSMCETF SER SOLUTIONS$538,1850.01%15,000CommonSOLE
464286533EEMVISHARES INC$525,5120.01%8,233CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$518,4610.01%1,118CommonSOLE
03783C100APPFAPPFOLIO INC$509,9710.01%1,850CommonSOLE
46436E460IBTLISHARES TR$506,1450.01%24,606CommonSOLE
46436E841IBTHISHARES TR$501,3180.01%22,261CommonSOLE
01881G106ABALLIANCEBERNSTEIN HLDG L P$496,8600.01%13,000CommonSOLE
464288646IGSBISHARES TR$475,2020.01%8,961CommonSOLE
925050106VRNAVERONA PHARMA PLC$456,7190.01%4,280CommonSOLE
530307107LBRDALIBERTY BROADBAND CORP$452,9360.01%7,152CommonSOLE
88339Y102EAGL2023 ETF SERIES TRUST$451,8950.01%14,456CommonSOLE
464288687PFFISHARES TR$442,6800.00%14,000CommonSOLE
003264108SIVRABRDN SILVER ETF TRUST$438,7060.00%9,863CommonSOLE
742718109PGPROCTER AND GAMBLE CO$436,6730.00%2,842CommonSOLE
G29183103ETNEATON CORP PLC$436,3760.00%1,166CommonSOLE
64082B102NRDSNERDWALLET INC$430,4000.00%40,000CommonSOLE
461202103INTUINTUIT$394,7220.00%578CommonSOLE
580135101MCDMCDONALDS CORP$387,7640.00%1,276CommonSOLE
031162100AMGNAMGEN INC$383,5100.00%1,359CommonSOLE
64361Q101VNOMVIPER ENERGY INC$382,2000.00%10,000CommonSOLE
060505104BACBANK AMERICA CORP$363,7610.00%7,051CommonSOLE
701094104PHPARKER-HANNIFIN CORP$362,3960.00%478CommonSOLE
046353108AZNNASTRAZENECA PLC$359,2030.00%4,682CommonSOLE
Y62267409NMMNAVIOS MARITIME PARTNERS L P$358,4180.00%7,956CommonSOLE
464288224ICLNISHARES TR$343,4340.00%22,186CommonSOLE
37954Y848SILGLOBAL X FDS$342,3910.00%4,780CommonSOLE
46434V456IQLTISHARES TR$341,1470.00%7,720CommonSOLE
931142103WMTWALMART INC$339,3770.00%3,293CommonSOLE
437076102HDHOME DEPOT INC$337,5230.00%833CommonSOLE
003260106PPLTABRDN PLATINUM ETF TRUST$333,0530.00%2,331CommonSOLE
00724F101ADBEADOBE INC$331,5850.00%940CommonSOLE
46137V407ERTHINVESCO EXCHANGE TRADED FD T$328,2150.00%6,888CommonSOLE
71363P106PRDOPERDOCEO ED CORP$323,8760.00%8,600CommonSOLE
46137V464XMMOINVESCO EXCHANGE TRADED FD T$321,1710.00%2,375CommonSOLE
46432F339QUALISHARES TR$319,9530.00%1,645CommonSOLE
229899109CFRCULLEN FROST BANKERS INC$318,0660.00%2,509CommonSOLE
369604301GEGE AEROSPACE$317,9670.00%1,057CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$316,3320.00%1,053CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$311,7080.00%548CommonSOLE
78464A847SPMDSPDR SERIES TRUST$304,5370.00%5,325CommonSOLE
40415F101HDBHDFC BANK LTD$304,1610.00%8,904CommonSOLE
66987V109NVSNOVARTIS AG$301,2360.00%2,349CommonSOLE
09290D101BLKBLACKROCK INC$299,6290.00%257CommonSOLE
G9456A100GLNGGOLAR LNG LTD$296,8110.00%7,345CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$292,8750.00%3,550CommonSOLE
88023U101SGISOMNIGROUP INTERNATIONAL INC$292,7940.00%3,472CommonSOLE
012653101ALBALBEMARLE CORP$292,6990.00%3,610CommonSOLE
53681J103LACLITHIUM AMERS CORP NEW$285,5000.00%50,000CommonSOLE
93627C101HCCWARRIOR MET COAL INC$283,3890.00%4,453CommonSOLE
G9108L173TENTSAKOS ENERGY NAVIGATION LTD$281,9940.00%12,691CommonSOLE
670346105NUENUCOR CORP$275,7350.00%2,036CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$272,7550.00%1,046CommonSOLE
98400V101XBP GLOBAL HOLDINGS INC$272,2830.00%337,402CommonSOLE
81762P102NOWSERVICENOW INC$271,4830.00%295CommonSOLE
303075105FDSFACTSET RESH SYS INC$269,3010.00%940CommonSOLE
531229722LLYVK*LIBERTY MEDIA CORP DEL$263,2740.00%2,715CommonSOLE
92189F791GDXJVANECK ETF TRUST$255,6950.00%2,582CommonSOLE
92206C706VGITVANGUARD SCOTTSDALE FDS$254,8870.00%4,246CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS$252,1720.00%4,285CommonSOLE
04010L103ARCCARES CAPITAL CORP$250,8590.00%12,291CommonSOLE
38173M102GBDCGOLUB CAP BDC INC$248,0080.00%18,116CommonSOLE
871829107SYYSYSCO CORP$242,4910.00%2,945CommonSOLE
G5960L103MDTMEDTRONIC PLC$242,1950.00%2,543CommonSOLE
N07059210ASMLASML HOLDING N V$242,0230.00%250CommonSOLE
77311W101RKTROCKET COS INC$241,2420.00%12,448CommonSOLE
G2891G204DIVERSIFIED ENERGY COMPANY P$239,9770.00%17,129CommonSOLE
291011104EMREMERSON ELEC CO$238,2230.00%1,816CommonSOLE
69121K104OBDCBLUE OWL CAPITAL CORPORATION$234,7760.00%18,385CommonSOLE
46429B671MCHIISHARES TR$232,4510.00%3,530CommonSOLE
46429B598INDAISHARES TR$230,1570.00%4,421CommonSOLE
055622104BPBP PLC$229,6410.00%6,664CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$226,8720.00%987CommonSOLE
B38564108CMBTCMB.TECH NV$223,1630.00%23,766CommonSOLE
46138G649QQQMINVESCO EXCH TRADED FD TR II$222,4080.00%900CommonSOLE
37950E259ARGTGLOBAL X FDS$219,5350.00%3,147CommonSOLE
H42097107UBSUBS GROUP AG$213,7740.00%5,214CommonSOLE
617446448MSMORGAN STANLEY$212,8470.00%1,339CommonSOLE
78409V104SPGIS&P GLOBAL INC$212,2060.00%436CommonSOLE
191216100KOCOCA COLA CO$208,2450.00%3,140CommonSOLE
33733E807FCGFIRST TR EXCHANGE-TRADED FD$206,5240.00%8,792CommonSOLE
852234103XYZBLOCK INC$203,2960.00%2,813CommonSOLE
185123106CWANCLEARWATER ANALYTICS HLDGS I$201,8960.00%11,204CommonSOLE
888787108TOSTTOAST INC$201,7180.00%5,525CommonSOLE
G25508105CRHCRH PLC$200,3530.00%1,671CommonSOLE
29446Y502EQXEQUINOX GOLD CORP$180,3840.00%16,077CommonSOLE
31189P102FATEFATE THERAPEUTICS INC$157,5000.00%125,000CommonSOLE
91912E105VALEVALE S A$144,3730.00%13,294CommonSOLE
G7738W106SFLSFL CORPORATION LTD$138,3190.00%18,369CommonSOLE
Y7388L103SBSAFE BULKERS INC$127,2370.00%28,657CommonSOLE
668771116GENVRGEN DIGITAL INC$121,1180.00%17,377CommonSOLE
70509V100PEBPEBBLEBROOK HOTEL TR$113,9000.00%10,000CommonSOLE
959802109WUWESTERN UN CO$79,9000.00%10,000CommonSOLE
60687Y109MFGMIZUHO FINANCIAL GROUP INC$67,7370.00%10,110CommonSOLE
40637HAD1HALO 0.25 03/01/27HALOZYME THERAPEUTICS INC$38,8880.00%34,000CommonSOLE
90353TAJ9UBER 0 12/15/25UBER TECHNOLOGIES INC$28,0140.00%23,000CommonSOLE
465741AN6ITRI 0 03/15/26ITRON INC$27,4560.00%26,000CommonSOLE
69352PAS2PPL 2.875 03/15/28PPL CAP FDG INC$25,1130.00%22,000CommonSOLE
45245EAJ8IMAX 0.5 04/01/26IMAX CORP$23,4700.00%20,000CommonSOLE
477839AB0JBTM 0.25 05/15/26JBT MAREL CORPORATION$20,1260.00%20,000CommonSOLE

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.