MondegarAI
Proficio Capital Partners LLC

Q4 2024 · 13F-HR

Proficio Capital Partners LLCholdings as filed

Filed 2025-02-05 · accession 0001214659-25-001945

$1.29B
Reported value
1,674
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 1674

CUSIPTickerIssuerValue% port.SharesClassVoting
464285204IAUISHARES GOLD TR$111.0M8.59%65,535,203CommonSOLE
922908363VOOVANGUARD INDEX FDS$106.1M8.20%36,046,464CommonSOLE
78463V107GLDSPDR GOLD TR$83.4M6.45%60,753,703CommonSOLE
78468R523BILSSPDR SER TR$63.6M4.92%21,889,305CommonSOLE
464287689IWVISHARES TR$57.2M4.42%6,892,013CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$48.9M3.78%32,701,908CommonSOLE
464287655IWMISHARES TR$37.7M2.91%21,144,765CommonSOLE
67066G104NVDANVIDIA CORPORATION$35.0M2.71%34,676,316CommonSOLE
72201R833MINTPIMCO ETF TR$30.5M2.36%18,503,439CommonSOLE
037833100AAPLAPPLE INC$27.1M2.10%21,055,240CommonSOLE
594918104MSFTMICROSOFT CORP$24.9M1.93%16,837,278CommonSOLE
37954Y632AIQGLOBAL X FDS$21.0M1.62%10,034,103CommonSOLE
00162Q452AMLPALPS ETF TR$20.9M1.62%16,224,276CommonSOLE
47103U845JAAAJANUS DETROIT STR TR$20.4M1.58%15,789,504CommonSOLE
38150K103AAAUGOLDMAN SACHS PHYSICAL GOLD$18.2M1.40%10,910,736CommonSOLE
023135106AMZNAMAZON COM INC$18.1M1.40%12,088,589CommonSOLE
922908769VTIVANGUARD INDEX FDS$18.0M1.39%15,408,049CommonSOLE
37954Y475XYLDGLOBAL X FDS$17.4M1.34%11,226,955CommonSOLE
464287200IVVISHARES TR$16.2M1.25%8,128,820CommonSOLE
02079K107GOOGALPHABET INC$15.7M1.22%4,367,831CommonSOLE
09261X102BXSLBLACKSTONE SECD LENDING FD$15.7M1.21%11,032,118CommonSOLE
46090E103QQQINVESCO QQQ TR$11.8M0.91%11,500,566CommonSOLE
33737A108GRIDFIRST TR EXCHANGE TRADED FD$11.6M0.90%7,194,291CommonSOLE
46429B655FLOTISHARES TR$11.6M0.89%4,554,163CommonSOLE
464288679SHVISHARES TR$10.1M0.78%5,884,700CommonSOLE
464287457SHYISHARES TR$8.8M0.68%8,244,236CommonSOLE
92826C839VVISA INC$8.3M0.64%3,949,118CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$8.3M0.64%4,492,761CommonSOLE
931142103WMTWALMART INC$8.2M0.63%1,600,315CommonSOLE
82889N525MTBASIMPLIFY EXCHANGE TRADED FUN$8.1M0.63%8,119,926CommonSOLE
464288588MBBISHARES TR$7.8M0.60%5,498,469CommonSOLE
46434G855RINGISHARES INC$7.8M0.60%1,500,484CommonSOLE
74347G440BITOPROSHARES TR$7.2M0.56%2,226,893CommonSOLE
09260D107BXBLACKSTONE INC$7.2M0.56%844,755CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$7.1M0.55%4,645,239CommonSOLE
02079K305GOOGLALPHABET INC$7.1M0.55%6,186,748CommonSOLE
30303M102METAMETA PLATFORMS INC$6.4M0.50%6,248,763CommonSOLE
78470P200STOTSSGA ACTIVE TR$6.3M0.48%6,259,090CommonSOLE
464287226AGGISHARES TR$6.2M0.48%4,576,801CommonSOLE
46428Q109SLVISHARES SILVER TR$6.1M0.48%2,118,545CommonSOLE
37946R109GLPGLOBAL PARTNERS LP$5.8M0.45%5,818,750CommonSOLE
92204A702VGTVANGUARD WORLD FD$5.8M0.45%42,180CommonSOLE
532457108LLYELI LILLY & CO$5.2M0.40%5,202,215CommonSOLE
92189F106GDXVANECK ETF TRUST$4.8M0.37%2,144,108CommonSOLE
94419L101WWAYFAIR INC$4.8M0.37%4,816,387CommonSOLE
48251W104KKRKKR & CO INC$4.6M0.36%1,573,046CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$4.5M0.35%1,059,716CommonSOLE
11135F101AVGOBROADCOM INC$4.5M0.35%4,527,603CommonSOLE
68389X105ORCLORACLE CORP$4.5M0.35%966,571CommonSOLE
88160R101TSLATESLA INC$4.5M0.35%4,382,674CommonSOLE
31609A503FMDEFIDELITY COVINGTON TRUST$4.3M0.33%4,296,287CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$4.3M0.33%445,115CommonSOLE
437076102HDHOME DEPOT INC$4.1M0.32%2,039,862CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$3.7M0.29%580,841CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$3.6M0.28%3,499,499CommonSOLE
46434V860TFLOISHARES TR$3.6M0.28%527,890CommonSOLE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$3.4M0.26%2,103,962CommonSOLE
92204A876VPUVANGUARD WORLD FD$3.1M0.24%41,834CommonSOLE
032654105ADIANALOG DEVICES INC$3.1M0.24%3,073,252CommonSOLE
00326A104SGOLETFS GOLD TR$3.0M0.23%3,016,596CommonSOLE
478160104JNJJOHNSON & JOHNSON$2.9M0.22%1,245,771CommonSOLE
04626A103ALABASTERA LABS INC$2.9M0.22%235,364CommonSOLE
512807306LRCXLAM RESEARCH CORP$2.7M0.21%2,671,531CommonSOLE
46434V878ICSHISHARES TR$2.6M0.20%2,480,416CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$2.6M0.20%10,507CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$2.5M0.20%2,547,430CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$2.5M0.19%1,521,893CommonSOLE
92857W308VODVODAFONE GROUP PLC NEW$2.2M0.17%2,151,935CommonSOLE
381430230GSSTGOLDMAN SACHS ETF TR$2.1M0.17%2,011,707CommonSOLE
30151E806CEFSEXCHANGE LISTED FDS TR$2.1M0.17%1,290,785CommonSOLE
09174C104BITBBITWISE BITCOIN ETF TR$2.1M0.16%2,102,749CommonSOLE
30231G102XOMEXXON MOBIL CORP$2.0M0.15%1,888,812CommonSOLE
64110L106NFLXNETFLIX INC$1.9M0.15%1,925,977CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$1.9M0.15%1,888,641CommonSOLE
46429B614SMINISHARES TR$1.9M0.15%378,168CommonSOLE
254687106DISDISNEY WALT CO$1.9M0.14%680,275CommonSOLE
171779309CIENCIENA CORP$1.8M0.14%51,522CommonSOLE
742718109PGPROCTER AND GAMBLE CO$1.7M0.13%1,736,857CommonSOLE
654106103NKENIKE INC$1.6M0.13%229,739CommonSOLE
009066101ABNBAIRBNB INC$1.6M0.12%149,502CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$1.6M0.12%238,311CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$1.6M0.12%1,555,277CommonSOLE
58933Y105MRKMERCK & CO INC$1.5M0.12%1,075,549CommonSOLE
20825C104COPCONOCOPHILLIPS$1.5M0.11%1,461,117CommonSOLE
G17434104BNTBROOKFIELD WEALTH SOL LTD$1.4M0.11%1,362,821CommonSOLE
922908751VBVANGUARD INDEX FDS$1.3M0.10%1,349,073CommonSOLE
02072L771ITANEA SERIES TRUST$1.3M0.10%1,345,924CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$1.2M0.10%1,235,568CommonSOLE
31609A305FELGFIDELITY COVINGTON TRUST$1.2M0.10%1,230,528CommonSOLE
78464A805SPTMSPDR SER TR$1.2M0.09%1,194,738CommonSOLE
00287Y109ABBVABBVIE INC$1.2M0.09%1,176,754CommonSOLE
701094104PHPARKER-HANNIFIN CORP$1.1M0.09%1,140,244CommonSOLE
44267T102HHHHOWARD HUGHES HOLDINGS INC$1.1M0.09%35,376CommonSOLE
46138J825BSCPINVESCO EXCH TRD SLF IDX FD$1.1M0.09%1,114,338CommonSOLE
115236101BROBROWN & BROWN INC$1.1M0.09%1,108,894CommonSOLE
G54950103LINLINDE PLC$1.1M0.08%1,097,982CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$1.1M0.08%1,090,422CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$1.1M0.08%1,084,797CommonSOLE
461202103INTUINTUIT$1.1M0.08%1,063,794CommonSOLE
617446448MSMORGAN STANLEY$1.1M0.08%1,055,210CommonSOLE
75513E101RTXRTX CORPORATION$1.0M0.08%1,043,239CommonSOLE
00724F101ADBEADOBE INC$1.0M0.08%1,042,775CommonSOLE
46138J791BSCQINVESCO EXCH TRD SLF IDX FD$1.0M0.08%1,029,331CommonSOLE
464288562REZISHARES TR$1.0M0.08%1,001,172CommonSOLE
025816109AXPAMERICAN EXPRESS CO$1.0M0.08%1,011,790CommonSOLE
002824100ABTABBOTT LABS$1.0M0.08%1,006,223CommonSOLE
17275R102CSCOCISCO SYS INC$1.0M0.08%1,003,235CommonSOLE
78464A870XBISPDR SER TR$978,7800.08%917,329CommonSOLE
75734B100RDDTREDDIT INC$965,6040.07%965,604CommonSOLE
G17977110BURBURFORD CAP LTD$963,1220.07%963,122CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$949,9670.07%949,967CommonSOLE
65339F101NEENEXTERA ENERGY INC$946,2310.07%946,231CommonSOLE
032095101APHAMPHENOL CORP NEW$945,5650.07%945,565CommonSOLE
79466L302CRMSALESFORCE INC$933,2040.07%933,204CommonSOLE
389930207BTCGRAYSCALE BITCOIN MINI TR ET$924,9920.07%252,394CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$918,4320.07%918,432CommonSOLE
85207H104PHYSSPROTT PHYSICAL GOLD TR$918,3840.07%746,124CommonSOLE
921909768VXUSVANGUARD STAR FDS$899,0120.07%899,012CommonSOLE
060505104BACBANK AMERICA CORP$890,0960.07%890,096CommonSOLE
917047102URBNURBAN OUTFITTERS INC$875,3360.07%875,336CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$864,5450.07%864,545CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$860,6010.07%860,601CommonSOLE
166764100CVXCHEVRON CORP NEW$847,4250.07%847,425CommonSOLE
548661107LOWLOWES COS INC$846,2020.07%846,202CommonSOLE
72201R718LDURPIMCO ETF TR$813,5890.06%813,589CommonSOLE
H1467J104CBCHUBB LIMITED$812,7610.06%812,761CommonSOLE
149123101CATCATERPILLAR INC$804,7700.06%804,770CommonSOLE
464287515IGVISHARES TR$798,4570.06%798,457CommonSOLE
464288687PFFISHARES TR$790,7160.06%790,716CommonSOLE
758932206RGSREGIS CORPORATION$781,2420.06%32,936CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$762,7590.06%762,759CommonSOLE
22822V101CCICROWN CASTLE INC$747,5900.06%747,590CommonSOLE
038222105AMATAPPLIED MATLS INC$736,7410.06%736,741CommonSOLE
G29183103ETNEATON CORP PLC$732,3230.06%732,323CommonSOLE
893641100TDGTRANSDIGM GROUP INC$730,1850.06%730,185CommonSOLE
882508104TXNTEXAS INSTRS INC$718,8650.06%718,865CommonSOLE
046353108AZNNASTRAZENECA PLC$708,0090.05%708,009CommonSOLE
855244109SBUXSTARBUCKS CORP$697,7470.05%246,497CommonSOLE
949746101WMT2WELLS FARGO CO NEW$692,2470.05%692,247CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$690,1850.05%690,185CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$688,9780.05%688,978CommonSOLE
12514G108CDWCDW CORP$687,1890.05%687,189CommonSOLE
713448108PEPPEPSICO INC$676,5340.05%676,534CommonSOLE
191216100KOCOCA COLA CO$675,0570.05%675,057CommonSOLE
81762P102NOWSERVICENOW INC$666,8150.05%666,815CommonSOLE
922908611VBRVANGUARD INDEX FDS$655,9760.05%590,906CommonSOLE
00206R102TAT&T INC$655,3670.05%546,517CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$649,9030.05%649,903CommonSOLE
747525103QCOMQUALCOMM INC$645,0720.05%645,073CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$639,0270.05%639,027CommonSOLE
872590104TMUST-MOBILE US INC$635,0400.05%635,040CommonSOLE
09290D101BLKBLACKROCK INC$634,2360.05%634,236CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$631,5650.05%631,565CommonSOLE
464287242LQDISHARES TR$622,9840.05%622,984CommonSOLE
78409V104SPGIS&P GLOBAL INC$619,4910.05%619,491CommonSOLE
922908744VTVVANGUARD INDEX FDS$616,2520.05%534,627CommonSOLE
615369105MCOMOODYS CORP$612,8650.05%612,865CommonSOLE
02072L219DTANEA SERIES TRUST$608,3330.05%608,333CommonSOLE
87612E106TGTTARGET CORP$605,6180.05%605,618CommonSOLE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$603,5010.05%603,501CommonSOLE
33733E807FCGFIRST TR EXCHANGE-TRADED FD$599,1250.05%599,125CommonSOLE
20030N101CMCSACOMCAST CORP NEW$597,8640.05%597,864CommonSOLE
00768Y453MSOSADVISORSHARES TR$597,2900.05%606,549CommonSOLE
863667101SYKSTRYKER CORPORATION$596,1940.05%596,194CommonSOLE
438516106HONHONEYWELL INTL INC$595,1680.05%595,168CommonSOLE
580135101MCDMCDONALDS CORP$590,7110.05%590,711CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$590,5430.05%590,543CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$589,4430.05%589,443CommonSOLE
126408103CSXCSX CORP$589,1640.05%589,164CommonSOLE
235851102DHRDANAHER CORPORATION$588,9290.05%588,929CommonSOLE
16411R208LNGCHENIERE ENERGY INC$575,8970.04%575,897CommonSOLE
704326107PAYXPAYCHEX INC$568,8090.04%568,809CommonSOLE
743315103PGRPROGRESSIVE CORP$568,1950.04%568,195CommonSOLE
37045V100GMGENERAL MTRS CO$556,1920.04%556,192CommonSOLE
369604301GEGE AEROSPACE$554,9910.04%554,991CommonSOLE
34959E109FTNTFORTINET INC$547,3230.04%547,323CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$542,2810.04%542,281CommonSOLE
872540109TJXTJX COS INC NEW$540,4430.04%540,443CommonSOLE
55024U109LITELUMENTUM HLDGS INC$531,4870.04%159,871CommonSOLE
244199105DEDEERE & CO$530,8480.04%530,848CommonSOLE
929160109VMCVULCAN MATLS CO$523,6310.04%523,631CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$522,3760.04%522,376CommonSOLE
040413205ANETARISTA NETWORKS INC$515,4010.04%515,401CommonSOLE
199908104FIXCOMFORT SYS USA INC$513,5370.04%513,537CommonSOLE
95040Q104WELLWELLTOWER INC$510,0020.04%510,002CommonSOLE
907818108UNPUNION PAC CORP$504,2580.04%504,258CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$503,9650.04%503,965CommonSOLE
98978V103ZTSZOETIS INC$497,4670.04%497,467CommonSOLE
969904101WSMWILLIAMS SONOMA INC$495,6190.04%495,619CommonSOLE
46434G103IEMGISHARES INC$492,1210.04%492,121CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$491,8250.04%491,825CommonSOLE
26875P101EOGEOG RES INC$491,7950.04%491,795CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$491,3080.04%491,308CommonSOLE
032108649SILJAMPLIFY ETF TR$486,5700.04%88,739CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$485,9140.04%485,914CommonSOLE
337738108FISVFISERV INC$484,9970.04%484,997CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$484,5420.04%484,542CommonSOLE
351858105FNVFRANCO NEV CORP$482,7070.04%482,707CommonSOLE
64031N108NNINELNET INC$482,2470.04%482,247CommonSOLE
464287556IBBISHARES TR$480,3190.04%24,364CommonSOLE
464287622IWBISHARES TR$480,0180.04%480,018CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$479,4720.04%479,472CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$476,3440.04%476,344CommonSOLE
03831W108APPAPPLOVIN CORP$474,0870.04%474,087CommonSOLE
031162100AMGNAMGEN INC$470,8080.04%470,808CommonSOLE
718172109PMPHILIP MORRIS INTL INC$464,9260.04%464,926CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$458,3700.04%458,370CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$455,8530.04%455,853CommonSOLE
191098102COKECOCA COLA CONS INC$453,6370.04%453,637CommonSOLE
46982L108JJACOBS SOLUTIONS INC$448,8600.03%448,860CommonSOLE
37959E102GLGLOBE LIFE INC$445,0760.03%445,076CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$444,9690.03%444,969CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$441,0580.03%441,058CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$439,6150.03%439,615CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$438,5910.03%438,591CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$431,1600.03%431,160CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$421,9790.03%421,979CommonSOLE
053332102AZOAUTOZONE INC$419,4620.03%419,462CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$418,3960.03%418,396CommonSOLE
47103U753JBBBJANUS DETROIT STR TR$417,3680.03%417,368CommonSOLE
311900104FASTFASTENAL CO$409,4390.03%409,439CommonSOLE
12504L109CBRECBRE GROUP INC$405,0300.03%405,030CommonSOLE
62944T105NVRNVR INC$400,7660.03%400,766CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$398,5730.03%398,573CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$394,4610.03%394,461CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$393,8410.03%393,841CommonSOLE
921910816MGKVANGUARD WORLD FD$393,2040.03%393,204CommonSOLE
G0403H108AONAON PLC$390,9240.03%390,924CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$386,9130.03%386,913CommonSOLE
871607107SNPSSYNOPSYS INC$386,3470.03%386,347CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$382,6710.03%382,671CommonSOLE
921946885VWOBVANGUARD WHITEHALL FDS$378,9000.03%378,900CommonSOLE
03076C106AMPAMERIPRISE FINL INC$371,7720.03%371,772CommonSOLE
921078101OUNZVANECK MERK GOLD ETF$369,3800.03%369,380CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$368,9110.03%368,911CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$367,4240.03%367,424CommonSOLE
654902204NOKNOKIA CORP$364,1460.03%82,200CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$360,8670.03%360,867CommonSOLE
571903202MARMARRIOTT INTL INC NEW$360,7790.03%360,779CommonSOLE
03662Q105AKXANSYS INC$353,1850.03%353,185CommonSOLE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$351,2050.03%351,205CommonSOLE
74340W103PLDPROLOGIS INC.$346,3880.03%346,388CommonSOLE
482480100KLACKLA CORP$342,4880.03%342,488CommonSOLE
46434G822EWJISHARES INC$342,2100.03%342,210CommonSOLE
595112103MUMICRON TECHNOLOGY INC$341,3770.03%341,377CommonSOLE
464288513HYGISHARES TR$340,1610.03%340,161CommonSOLE
375558103GILDGILEAD SCIENCES INC$339,4890.03%339,489CommonSOLE
921946794VYMIVANGUARD WHITEHALL FDS$339,4000.03%339,400CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$336,9010.03%336,901CommonSOLE
781846209RUSHARUSH ENTERPRISES INC$334,8220.03%334,822CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$333,4910.03%333,491CommonSOLE
969457100WMBWILLIAMS COS INC$326,6390.03%326,639CommonSOLE
829933100SIRISIRIUSXM HOLDINGS INC$325,0820.03%48,375CommonSOLE
316092352FBCGFIDELITY COVINGTON TRUST$316,5150.02%316,515CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$315,6100.02%315,610CommonSOLE
58155Q103MCKMCKESSON CORP$313,0270.02%313,027CommonSOLE
18270P109CLARCLARUS CORP NEW$310,9330.02%68,943CommonSOLE
82889N764HEQTSIMPLIFY EXCHANGE TRADED FUN$308,6560.02%308,656CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$301,5120.02%301,512CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$300,6400.02%300,640CommonSOLE
22160N109CSGPCOSTAR GROUP INC$300,1050.02%300,105CommonSOLE
099406100BOOTBOOT BARN HLDGS INC$297,5670.02%297,567CommonSOLE
817565104SCISERVICE CORP INTL$297,2530.02%297,253CommonSOLE
02209S103MOALTRIA GROUP INC$296,4950.02%296,495CommonSOLE
94106L109WMWASTE MGMT INC DEL$295,3190.02%295,319CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$295,2880.02%295,288CommonSOLE
172908105CTASCINTAS CORP$295,0290.02%295,029CommonSOLE
097023105BABOEING CO$293,1120.02%293,112CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$292,7070.02%292,707CommonSOLE
842587107SOSOUTHERN CO$291,9960.02%291,996CommonSOLE
922042866VPLVANGUARD INTL EQUITY INDEX F$291,4770.02%291,477CommonSOLE
291011104EMREMERSON ELEC CO$291,3970.02%291,397CommonSOLE
140475203SNDASONIDA SENIOR LIVING INC$291,0850.02%12,612CommonSOLE
36828A101GEVGE VERNOVA INC$287,4850.02%287,485CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$283,3490.02%283,349CommonSOLE
594972408MSTRMICROSTRATEGY INC$282,3800.02%282,380CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$281,7120.02%281,712CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$280,9550.02%280,955CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$280,2670.02%280,267CommonSOLE
023586506UHAL/BU HAUL HOLDING COMPANY$276,7110.02%276,711CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$276,5950.02%276,595CommonSOLE
172967424CCITIGROUP INC$273,8870.02%273,887CommonSOLE
758849103REGREGENCY CTRS CORP$271,8410.02%271,841CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$269,2200.02%269,220CommonSOLE
020002101ALLALLSTATE CORP$269,1350.02%269,135CommonSOLE
656811106NOANORTH AMERN CONSTR GROUP LTD$268,7200.02%12,435CommonSOLE
12572Q105CMECME GROUP INC$268,4730.02%268,473CommonSOLE
23331A109DHID R HORTON INC$262,9140.02%262,914CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$259,5180.02%259,518CommonSOLE
682680103OKEONEOK INC NEW$258,2830.02%258,283CommonSOLE
464287150ITOTISHARES TR$257,2400.02%257,240CommonSOLE
78454L100SMSM ENERGY CO$256,0490.02%256,049CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$253,8830.02%253,883CommonSOLE
744320102PRUPRUDENTIAL FINL INC$253,0820.02%253,082CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$253,0820.02%253,082CommonSOLE
683344105ONTOONTO INNOVATION INC$251,6720.02%251,672CommonSOLE
46429B697USMVISHARES TR$248,6120.02%2,800CommonSOLE
29444U700EQIXEQUINIX INC$246,1870.02%246,187CommonSOLE
009158106APDAIR PRODS & CHEMS INC$245,8510.02%245,851CommonSOLE
911363109URIUNITED RENTALS INC$243,7860.02%243,786CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$242,5280.02%242,528CommonSOLE
09073M104TECHBIO-TECHNE CORP$242,5250.02%242,525CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$240,3230.02%240,323CommonSOLE
125523100CITHE CIGNA GROUP$238,6030.02%238,603CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$236,8270.02%236,827CommonSOLE
91913Y100VLOVALERO ENERGY CORP$235,6950.02%235,695CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$235,4980.02%235,498CommonSOLE
56585A102MPCMARATHON PETE CORP$234,3400.02%234,340CommonSOLE
217204106CPRTCOPART INC$234,0940.02%234,094CommonSOLE
526057104LENLENNAR CORP$233,3090.02%233,309CommonSOLE
812215200SEGSEAPORT ENTMT GROUP INC$232,2920.02%9,928CommonSOLE
036752103ELVELEVANCE HEALTH INC$231,0500.02%231,050CommonSOLE
87612G101TRGPTARGA RES CORP$230,9350.02%230,935CommonSOLE
47012E403JAKKJAKKS PAC INC$230,1260.02%8,175CommonSOLE
65373A109OMCCOLD MKT CAP CORP$230,1060.02%35,842CommonSOLE
44891N208IACIAC INC$229,4190.02%229,419CommonSOLE
717081103PFEPFIZER INC$225,5840.02%225,584CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$225,1070.02%225,107CommonSOLE
66987V109NVSNOVARTIS AG$224,9810.02%224,981CommonSOLE
40412C101HCAHCA HEALTHCARE INC$223,4680.02%223,468CommonSOLE
81752R100SRGSERITAGE GROWTH PPTYS$223,2500.02%54,187CommonSOLE
501044101KRKROGER CO$223,2150.02%223,215CommonSOLE
443201108HWMHOWMET AEROSPACE INC$223,1790.02%223,179CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$221,2560.02%221,256CommonSOLE
761152107RMDRESMED INC$220,2280.02%220,228CommonSOLE
25809K105DASHDOORDASH INC$219,4170.02%219,417CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$219,3980.02%219,398CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$218,7450.02%218,745CommonSOLE
46138G870VRPINVESCO EXCH TRADED FD TR II$218,4360.02%218,436CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$217,8020.02%217,802CommonSOLE
253868103DLRDIGITAL RLTY TR INC$216,7030.02%216,703CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$216,1060.02%216,106CommonSOLE
48581R205KSPIKASPI KZ JSC$214,6130.02%10,794CommonSOLE
693718108PCARPACCAR INC$214,5280.02%214,528CommonSOLE
63886Q109NGSNATURAL GAS SVCS GROUP INC$213,9180.02%213,918CommonSOLE
40434L105HPQHP INC$211,4780.02%211,478CommonSOLE
464287671IUSGISHARES TR$210,9760.02%210,976CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$210,5300.02%210,530CommonSOLE
55354G100MSCIMSCI INC$210,1330.02%210,133CommonSOLE
464287176TIPISHARES TR$209,9040.02%209,904CommonSOLE
904767704UNILEVER PLC$209,7900.02%209,790CommonSOLE
78463X202FEZSPDR INDEX SHS FDS$209,6930.02%209,693CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$209,5230.02%209,523CommonSOLE
25243Q205DEODIAGEO PLC$209,5100.02%209,510CommonSOLE
806857108SLBSCHLUMBERGER LTD$209,3680.02%209,368CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$209,0780.02%209,078CommonSOLE
231021106CMICUMMINS INC$204,4720.02%204,472CommonSOLE
857477103STTSTATE STR CORP$203,2690.02%203,269CommonSOLE
816300107SIGISELECTIVE INS GROUP INC$203,1250.02%203,125CommonSOLE
126402106CSWCSW INDUSTRIALS INC$202,1540.02%202,154CommonSOLE
88579Y101MMM3M CO$202,0260.02%202,026CommonSOLE
052769106ADSKAUTODESK INC$201,8740.02%201,874CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$201,0900.02%201,090CommonSOLE
88339J105TTDTHE TRADE DESK INC$199,8160.02%199,816CommonSOLE
31428X106FDXFEDEX CORP$199,2840.02%199,284CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$199,0510.02%199,051CommonSOLE
366651107ITGARTNER INC$197,6640.02%197,664CommonSOLE
29273V100ETENERGY TRANSFER L P$197,5350.02%197,535CommonSOLE
714046109RVTYREVVITY INC$195,7690.02%195,769CommonSOLE
302081104EXLSEXLSERVICE HOLDINGS INC$195,6270.02%195,627CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$194,9020.02%194,903CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$194,0310.02%194,031CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$193,6600.01%193,660CommonSOLE
82889N699CTASIMPLIFY EXCHANGE TRADED FUN$193,1380.01%193,138CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$192,5780.01%192,578CommonSOLE
78468R663BILSPDR SER TR$192,0030.01%192,003CommonSOLE
001055102AFLAFLAC INC$191,9160.01%191,916CommonSOLE
94419LAM3W 0.625 10/01/25WAYFAIR INC$191,7600.01%191,760CommonSOLE
369550108GDGENERAL DYNAMICS CORP$189,5140.01%189,514CommonSOLE
219350105GLWCORNING INC$189,3140.01%189,315CommonSOLE
464287663IUSVISHARES TR$187,2170.01%187,217CommonSOLE
372460105GPCGENUINE PARTS CO$187,0500.01%187,050CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$185,8020.01%185,802CommonSOLE
59156R108METMETLIFE INC$184,7750.01%184,775CommonSOLE
531229748LLYVA*LIBERTY MEDIA CORP DEL$184,5710.01%184,571CommonSOLE
92840M102VSTVISTRA CORP$183,3670.01%183,367CommonSOLE
285512109EAELECTRONIC ARTS INC$179,6650.01%179,665CommonSOLE
316092345FBCVFIDELITY COVINGTON TRUST$178,4440.01%178,444CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$177,8420.01%177,842CommonSOLE
56167N191TOGAMANAGED PORTFOLIO SERIES$176,9800.01%176,980CommonSOLE
370334104GISGENERAL MLS INC$175,2890.01%175,289CommonSOLE
P1666E105BWMXBETTERWARE DE MEXC S A P I D$175,2020.01%15,671CommonSOLE
384802104GWWGRAINGER W W INC$175,1680.01%175,168CommonSOLE
98138H101WDAYWORKDAY INC$173,3960.01%173,396CommonSOLE
247361702DALDELTA AIR LINES INC DEL$172,0390.01%172,039CommonSOLE
65473P105NINISOURCE INC$171,8160.01%171,816CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$171,7500.01%171,750CommonSOLE
74762E102QUREQUANTA SVCS INC$170,6980.01%170,698CommonSOLE
031100100AMEAMETEK INC$170,1490.01%170,149CommonSOLE
833034101SNASNAP ON INC$170,0790.01%170,079CommonSOLE
609207105MDLZMONDELEZ INTL INC$168,8230.01%168,823CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$168,5470.01%168,547CommonSOLE
460146103IPINTERNATIONAL PAPER CO$168,4030.01%168,403CommonSOLE
816851109SRESEMPRA$168,2650.01%168,265CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$167,7140.01%167,714CommonSOLE
278865100ECLECOLAB INC$167,3080.01%167,308CommonSOLE
G16252101BIPBROOKFIELD INFRAST PARTNERS$166,8980.01%166,898CommonSOLE
422806208HEI/AHEICO CORP NEW$166,7320.01%166,732CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$166,6340.01%166,634CommonSOLE
92340V107016VEREN INC$164,4800.01%164,480CommonSOLE
G5960L103MDTMEDTRONIC PLC$164,3930.01%164,393CommonSOLE
860630102SFSTIFEL FINL CORP$162,1740.01%162,174CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$161,9950.01%161,995CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$161,4880.01%161,488CommonSOLE
756158101UTGREAVES UTIL INCOME FD$160,8270.01%101,380CommonSOLE
35137L105FOXAFOX CORP$159,8710.01%159,871CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$157,8260.01%157,826CommonSOLE
25746U109DDOMINION ENERGY INC$157,8100.01%157,810CommonSOLE
91529Y106UNMUNUM GROUP$156,8680.01%156,868CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$155,2820.01%155,282CommonSOLE
629377508NRGNRG ENERGY INC$154,8250.01%154,825CommonSOLE
670100205NVONOVO-NORDISK A S$154,4060.01%154,406CommonSOLE
868168105SSUPSUPERIOR INDS INTL INC$153,0840.01%75,041CommonSOLE
260003108DOVDOVER CORP$153,0820.01%153,082CommonSOLE
929740108WABWABTEC$152,8830.01%152,883CommonSOLE
H2906T109GRMNGARMIN LTD$152,4990.01%152,499CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$152,4230.01%152,423CommonSOLE
316773100FITBFIFTH THIRD BANCORP$151,7480.01%151,748CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$151,6050.01%151,605CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$151,0990.01%151,099CommonSOLE
45168D104IDXXIDEXX LABS INC$150,9060.01%150,906CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$150,6590.01%150,659CommonSOLE
760759100RSGREPUBLIC SVCS INC$150,2640.01%150,264CommonSOLE
406216101HALHALLIBURTON CO$150,1980.01%150,198CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$148,8590.01%148,859CommonSOLE
46266C105IQVIQVIA HLDGS INC$148,0400.01%148,040CommonSOLE
60770K107MRNAMODERNA INC$147,3600.01%147,360CommonSOLE
718546104PSXPHILLIPS 66$147,2030.01%147,203CommonSOLE
00827B106AFRMAFFIRM HLDGS INC$145,0030.01%145,003CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$145,0000.01%145,000CommonSOLE
057665200BCPCBALCHEM CORP$144,9560.01%144,956CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$144,9010.01%144,901CommonSOLE
Y2573F102FLEXFLEX LTD$144,6150.01%144,615CommonSOLE
69351T106PPLPPL CORP$142,6620.01%142,662CommonSOLE
03073E105CORCENCORA INC$142,1390.01%142,139CommonSOLE
876030107TPRTAPESTRY INC$142,0270.01%142,027CommonSOLE
127097103CTRACOTERRA ENERGY INC$141,8940.01%141,894CommonSOLE
780287108RGLDROYAL GOLD INC$139,7610.01%139,761CommonSOLE
18469P209EMOCLEARBRIDGE ENERGY MIDSTRM O$139,7600.01%139,760CommonSOLE
278642103EBAYEBAY INC.$139,5370.01%139,537CommonSOLE
023939101AMTMAMENTUM HOLDINGS INC$139,3240.01%71,522CommonSOLE
60786M105MCMOELIS & CO$137,4910.01%137,491CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$137,3440.01%137,344CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$136,5230.01%136,523CommonSOLE
45073V108ITTITT INC$135,3900.01%135,390CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$134,7820.01%134,782CommonSOLE
353514102FELEFRANKLIN ELEC INC$134,3790.01%134,379CommonSOLE
942622200WSOWATSCO INC$134,2140.01%134,214CommonSOLE
690742101OCOWENS CORNING NEW$134,0480.01%134,048CommonSOLE
30040W108ESEVERSOURCE ENERGY$133,9270.01%133,927CommonSOLE
90384S303ULTAULTA BEAUTY INC$133,5240.01%133,524CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$133,3810.01%133,381CommonSOLE
22052L104CTVACORTEVA INC$132,7970.01%132,797CommonSOLE
579780206MKCMCCORMICK & CO INC$132,5050.01%132,505CommonSOLE
670346105NUENUCOR CORP$132,3990.01%132,399CommonSOLE
29977A105EVREVERCORE INC$132,2200.01%132,220CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$132,1690.01%132,169CommonSOLE
05464C101AXONAXON ENTERPRISE INC$131,9390.01%131,939CommonSOLE
303250104FICOFAIR ISAAC CORP$131,4010.01%131,401CommonSOLE
04010L103ARCCARES CAPITAL CORP$131,1870.01%131,187CommonSOLE
45687V106IRINGERSOLL RAND INC$131,1850.01%131,185CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$130,8090.01%130,809CommonSOLE
380237107GDDYGODADDY INC$129,4750.01%129,475CommonSOLE
320517105FHNFIRST HORIZON CORPORATION$128,5590.01%128,559CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$128,2440.01%128,244CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$127,5840.01%127,584CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$126,7850.01%126,785CommonSOLE
89832Q109TFCTRUIST FINL CORP$125,6720.01%125,672CommonSOLE
902973304USBUS BANCORP DEL$125,1550.01%125,155CommonSOLE
778296103ROSTROSS STORES INC$125,1420.01%125,142CommonSOLE
126650100CVSCVS HEALTH CORP$123,4920.01%123,492CommonSOLE
922908652VXFVANGUARD INDEX FDS$122,7270.01%122,727CommonSOLE
487836108KKELLANOVA$122,5080.01%122,508CommonSOLE
852234103XYZBLOCK INC$122,2160.01%122,216CommonSOLE
29364G103ETRENTERGY CORP NEW$120,4780.01%120,478CommonSOLE
143658300CCL1EURCARNIVAL CORP$120,3970.01%120,397CommonSOLE
889478103TOLTOLL BROTHERS INC$120,2820.01%120,282CommonSOLE
345370860FFORD MTR CO$119,9670.01%119,967CommonSOLE
680665205OLNOLIN CORP$119,8210.01%119,821CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$119,2290.01%119,229CommonSOLE
531229755FWONKLIBERTY MEDIA CORP DEL$119,1610.01%119,161CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$118,9280.01%118,928CommonSOLE
127190304CACICACI INTL INC$117,9860.01%117,986CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$117,4370.01%117,437CommonSOLE
89785X101TBITRUEBLUE INC$116,4490.01%116,449CommonSOLE
146869102CVNACARVANA CO$116,3220.01%116,322CommonSOLE
209115104EDCONSOLIDATED EDISON INC$116,2230.01%116,223CommonSOLE
871829107SYYSYSCO CORP$115,2650.01%115,265CommonSOLE
95082P105WCCWESCO INTL INC$114,7520.01%114,752CommonSOLE
929042109VNOVORNADO RLTY TR$114,3990.01%114,399CommonSOLE
133131102CPTCAMDEN PPTY TR$114,2990.01%114,299CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$114,2280.01%114,228CommonSOLE
147528103CASYCASEYS GEN STORES INC$114,1350.01%114,135CommonSOLE
42809H107HESHESS CORP$114,0140.01%114,014CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$113,9950.01%113,995CommonSOLE
30161N101EXCEXELON CORP$113,9590.01%113,959CommonSOLE
64110Y108NLOPNET LEASE OFFICE PROPERTIES$113,7290.01%12,858CommonSOLE
631103108NDAQNASDAQ INC$113,7170.01%113,717CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$113,6590.01%113,659CommonSOLE
443573100HUBSHUBSPOT INC$113,5740.01%113,574CommonSOLE

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.