MondegarAI
Proficio Capital Partners LLC

Q4 2024 · 13F-HR/A

Proficio Capital Partners LLCholdings as filed

Filed 2025-02-06 · accession 0001214659-25-002094

$1.23B
Reported value
364
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464285204IAUISHARES GOLD TR$111.0M9.00%2,241,711CommonSOLE
922908363VOOVANGUARD INDEX FDS$106.1M8.61%196,385CommonSOLE
78463V107GLDSPDR GOLD TR$83.4M6.77%344,610CommonSOLE
78468R523BILSSPDR SER TR$63.6M5.16%641,204CommonSOLE
464287689IWVISHARES TR$57.2M4.64%171,140CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$48.9M3.96%83,362CommonSOLE
464287655IWMISHARES TR$37.7M3.06%170,490CommonSOLE
67066G104NVDANVIDIA CORPORATION$35.0M2.84%260,403CommonSOLE
72201R833MINTPIMCO ETF TR$30.5M2.47%304,152CommonSOLE
037833100AAPLAPPLE INC$27.1M2.20%108,247CommonSOLE
594918104MSFTMICROSOFT CORP$24.9M2.02%59,138CommonSOLE
37954Y632AIQGLOBAL X FDS$21.0M1.70%542,688CommonSOLE
00162Q452AMLPALPS ETF TR$20.9M1.70%434,649CommonSOLE
47103U845JAAAJANUS DETROIT STR TR$20.4M1.66%402,917CommonSOLE
38150K103AAAUGOLDMAN SACHS PHYSICAL GOLD$18.2M1.47%691,106CommonSOLE
023135106AMZNAMAZON COM INC$18.1M1.47%82,376CommonSOLE
922908769VTIVANGUARD INDEX FDS$18.0M1.46%62,185CommonSOLE
37954Y475XYLDGLOBAL X FDS$17.4M1.41%414,835CommonSOLE
464287200IVVISHARES TR$16.2M1.31%27,450CommonSOLE
02079K107GOOGALPHABET INC$15.7M1.28%82,690CommonSOLE
09261X102BXSLBLACKSTONE SECD LENDING FD$15.7M1.27%484,887CommonSOLE
46090E103QQQINVESCO QQQ TR$11.8M0.96%23,065CommonSOLE
33737A108GRIDFIRST TR EXCHANGE TRADED FD$11.6M0.94%97,014CommonSOLE
46429B655FLOTISHARES TR$11.6M0.94%227,023CommonSOLE
464288679SHVISHARES TR$10.1M0.82%91,941CommonSOLE
464287457SHYISHARES TR$8.8M0.72%107,528CommonSOLE
92826C839VVISA INC$8.3M0.67%26,260CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$8.3M0.67%18,237CommonSOLE
931142103WMTWALMART INC$8.2M0.66%90,423CommonSOLE
82889N525MTBASIMPLIFY EXCHANGE TRADED FUN$8.1M0.66%163,980CommonSOLE
464288588MBBISHARES TR$7.8M0.63%84,964CommonSOLE
46434G855RINGISHARES INC$7.8M0.63%277,010CommonSOLE
74347G440BITOPROSHARES TR$7.2M0.59%317,005CommonSOLE
09260D107BXBLACKSTONE INC$7.2M0.58%41,645CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$7.1M0.58%133,805CommonSOLE
02079K305GOOGLALPHABET INC$7.1M0.57%37,288CommonSOLE
30303M102METAMETA PLATFORMS INC$6.4M0.52%10,972CommonSOLE
78470P200STOTSSGA ACTIVE TR$6.3M0.51%133,570CommonSOLE
464287226AGGISHARES TR$6.2M0.50%67,904CommonSOLE
46428Q109SLVISHARES SILVER TR$6.1M0.50%233,360CommonSOLE
37946R109GLPGLOBAL PARTNERS LP$5.8M0.47%125,000CommonSOLE
92204A702VGTVANGUARD WORLD FD$5.8M0.47%9,278CommonSOLE
532457108LLYELI LILLY & CO$5.2M0.42%6,739CommonSOLE
92189F106GDXVANECK ETF TRUST$4.8M0.39%142,588CommonSOLE
94419L101WWAYFAIR INC$4.8M0.39%108,673CommonSOLE
48251W104KKRKKR & CO INC$4.6M0.38%31,270CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$4.5M0.37%7,916CommonSOLE
11135F101AVGOBROADCOM INC$4.5M0.37%19,529CommonSOLE
68389X105ORCLORACLE CORP$4.5M0.36%26,853CommonSOLE
88160R101TSLATESLA INC$4.5M0.36%11,052CommonSOLE
31609A503FMDEFIDELITY COVINGTON TRUST$4.3M0.35%130,785CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$4.3M0.35%70,613CommonSOLE
437076102HDHOME DEPOT INC$4.1M0.33%10,545CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$3.7M0.30%6,575CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$3.6M0.29%15,097CommonSOLE
46434V860TFLOISHARES TR$3.6M0.29%70,540CommonSOLE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$3.4M0.28%46,112CommonSOLE
92204A876VPUVANGUARD WORLD FD$3.1M0.25%19,095CommonSOLE
032654105ADIANALOG DEVICES INC$3.1M0.25%14,465CommonSOLE
00326A104SGOLETFS GOLD TR$3.0M0.24%120,423CommonSOLE
478160104JNJJOHNSON & JOHNSON$2.9M0.23%19,951CommonSOLE
04626A103ALABASTERA LABS INC$2.9M0.23%21,626CommonSOLE
512807306LRCXLAM RESEARCH CORP$2.7M0.22%36,986CommonSOLE
46434V878ICSHISHARES TR$2.6M0.21%51,920CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$2.6M0.21%9,992CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$2.5M0.21%13,008CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$2.5M0.20%2,700CommonSOLE
92857W308VODVODAFONE GROUP PLC NEW$2.2M0.17%253,467CommonSOLE
381430230GSSTGOLDMAN SACHS ETF TR$2.1M0.17%42,815CommonSOLE
30151E806CEFSEXCHANGE LISTED FDS TR$2.1M0.17%100,271CommonSOLE
09174C104BITBBITWISE BITCOIN ETF TR$2.1M0.17%41,352CommonSOLE
30231G102XOMEXXON MOBIL CORP$2.0M0.16%18,252CommonSOLE
64110L106NFLXNETFLIX INC$1.9M0.16%2,161CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$1.9M0.15%3,734CommonSOLE
46429B614SMINISHARES TR$1.9M0.15%24,685CommonSOLE
254687106DISDISNEY WALT CO$1.9M0.15%16,815CommonSOLE
171779309CIENCIENA CORP$1.8M0.15%21,434CommonSOLE
742718109PGPROCTER AND GAMBLE CO$1.7M0.14%10,360CommonSOLE
654106103NKENIKE INC$1.6M0.13%21,634CommonSOLE
009066101ABNBAIRBNB INC$1.6M0.13%12,069CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$1.6M0.13%41,400CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$1.6M0.13%2,954CommonSOLE
58933Y105MRKMERCK & CO INC$1.5M0.12%15,479CommonSOLE
20825C104COPCONOCOPHILLIPS$1.5M0.12%14,733CommonSOLE
G17434104BNTBROOKFIELD WEALTH SOL LTD$1.4M0.11%23,726CommonSOLE
922908751VBVANGUARD INDEX FDS$1.3M0.11%5,615CommonSOLE
02072L771ITANEA SERIES TRUST$1.3M0.11%43,335CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$1.2M0.10%2,543CommonSOLE
31609A305FELGFIDELITY COVINGTON TRUST$1.2M0.10%34,800CommonSOLE
78464A805SPTMSPDR SER TR$1.2M0.10%16,726CommonSOLE
00287Y109ABBVABBVIE INC$1.2M0.10%6,622CommonSOLE
701094104PHPARKER-HANNIFIN CORP$1.1M0.09%1,793CommonSOLE
44267T102HHHHOWARD HUGHES HOLDINGS INC$1.1M0.09%14,574CommonSOLE
46138J825BSCPINVESCO EXCH TRD SLF IDX FD$1.1M0.09%53,963CommonSOLE
115236101BROBROWN & BROWN INC$1.1M0.09%10,869CommonSOLE
G54950103LINLINDE PLC$1.1M0.09%2,623CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$1.1M0.09%3,725CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$1.1M0.09%22,685CommonSOLE
461202103INTUINTUIT$1.1M0.09%1,693CommonSOLE
617446448MSMORGAN STANLEY$1.1M0.09%8,393CommonSOLE
75513E101RTXRTX CORPORATION$1.0M0.08%9,015CommonSOLE
00724F101ADBEADOBE INC$1.0M0.08%2,345CommonSOLE
46138J791BSCQINVESCO EXCH TRD SLF IDX FD$1.0M0.08%52,976CommonSOLE
464288562REZISHARES TR$1.0M0.08%12,525CommonSOLE
025816109AXPAMERICAN EXPRESS CO$1.0M0.08%3,409CommonSOLE
002824100ABTABBOTT LABS$1.0M0.08%8,896CommonSOLE
17275R102CSCOCISCO SYS INC$1.0M0.08%16,947CommonSOLE
78464A870XBISPDR SER TR$978,7800.08%10,868CommonSOLE
75734B100RDDTREDDIT INC$965,6040.08%5,908CommonSOLE
G17977110BURBURFORD CAP LTD$963,1220.08%75,539CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$949,9670.08%1,820CommonSOLE
65339F101NEENEXTERA ENERGY INC$946,2310.08%13,199CommonSOLE
032095101APHAMPHENOL CORP NEW$945,5650.08%13,615CommonSOLE
79466L302CRMSALESFORCE INC$933,2040.08%2,791CommonSOLE
389930207BTCGRAYSCALE BITCOIN MINI TR ET$924,9920.08%22,092CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$918,4320.07%1,778CommonSOLE
85207H104PHYSSPROTT PHYSICAL GOLD TR$918,3840.07%45,600CommonSOLE
921909768VXUSVANGUARD STAR FDS$899,0120.07%15,256CommonSOLE
060505104BACBANK AMERICA CORP$890,0960.07%20,252CommonSOLE
917047102URBNURBAN OUTFITTERS INC$875,3360.07%15,950CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$864,5450.07%174CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$860,6010.07%2,446CommonSOLE
166764100CVXCHEVRON CORP NEW$847,4250.07%5,851CommonSOLE
548661107LOWLOWES COS INC$846,2020.07%3,429CommonSOLE
72201R718LDURPIMCO ETF TR$813,5890.07%8,565CommonSOLE
H1467J104CBCHUBB LIMITED$812,7610.07%2,942CommonSOLE
149123101CATCATERPILLAR INC$804,7700.07%2,218CommonSOLE
464287515IGVISHARES TR$798,4570.06%7,975CommonSOLE
464288687PFFISHARES TR$790,7160.06%25,150CommonSOLE
758932206RGSREGIS CORPORATION$781,2420.06%32,936CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$762,7590.06%1,466CommonSOLE
22822V101CCICROWN CASTLE INC$747,5900.06%8,237CommonSOLE
038222105AMATAPPLIED MATLS INC$736,7410.06%4,530CommonSOLE
G29183103ETNEATON CORP PLC$732,3230.06%2,207CommonSOLE
893641100TDGTRANSDIGM GROUP INC$730,1850.06%576CommonSOLE
882508104TXNTEXAS INSTRS INC$718,8650.06%3,834CommonSOLE
046353108AZNNASTRAZENECA PLC$708,0090.06%10,806CommonSOLE
855244109SBUXSTARBUCKS CORP$697,7470.06%7,647CommonSOLE
949746101WMT2WELLS FARGO CO NEW$692,2470.06%9,855CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$690,1850.06%9,481CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$688,9780.06%3,244CommonSOLE
12514G108CDWCDW CORP$687,1890.06%3,948CommonSOLE
713448108PEPPEPSICO INC$676,5340.05%4,449CommonSOLE
191216100KOCOCA COLA CO$675,0570.05%10,843CommonSOLE
81762P102NOWSERVICENOW INC$666,8150.05%629CommonSOLE
922908611VBRVANGUARD INDEX FDS$655,9760.05%3,310CommonSOLE
00206R102TAT&T INC$655,3670.05%28,782CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$649,9030.05%4,547CommonSOLE
747525103QCOMQUALCOMM INC$645,0720.05%4,199CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$639,0270.05%3,869CommonSOLE
872590104TMUST-MOBILE US INC$635,0400.05%2,877CommonSOLE
09290D101BLKBLACKROCK INC$634,2360.05%619CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$631,5650.05%5,773CommonSOLE
464287242LQDISHARES TR$622,9840.05%5,831CommonSOLE
78409V104SPGIS&P GLOBAL INC$619,4910.05%1,244CommonSOLE
922908744VTVVANGUARD INDEX FDS$616,2520.05%3,640CommonSOLE
615369105MCOMOODYS CORP$612,8650.05%1,295CommonSOLE
02072L219DTANEA SERIES TRUST$608,3330.05%24,793CommonSOLE
87612E106TGTTARGET CORP$605,6180.05%4,480CommonSOLE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$603,5010.05%7,398CommonSOLE
33733E807FCGFIRST TR EXCHANGE-TRADED FD$599,1250.05%24,325CommonSOLE
20030N101CMCSACOMCAST CORP NEW$597,8640.05%15,930CommonSOLE
00768Y453MSOSADVISORSHARES TR$597,2900.05%163,269CommonSOLE
863667101SYKSTRYKER CORPORATION$596,1940.05%1,656CommonSOLE
438516106HONHONEYWELL INTL INC$595,1680.05%2,635CommonSOLE
580135101MCDMCDONALDS CORP$590,7110.05%2,038CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$590,5430.05%2,686CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$589,4430.05%4,880CommonSOLE
126408103CSXCSX CORP$589,1640.05%18,257CommonSOLE
235851102DHRDANAHER CORPORATION$588,9290.05%2,566CommonSOLE
16411R208LNGCHENIERE ENERGY INC$575,8970.05%2,680CommonSOLE
704326107PAYXPAYCHEX INC$568,8090.05%4,057CommonSOLE
743315103PGRPROGRESSIVE CORP$568,1950.05%2,371CommonSOLE
37045V100GMGENERAL MTRS CO$556,1920.05%10,441CommonSOLE
369604301GEGE AEROSPACE$554,9910.05%3,327CommonSOLE
34959E109FTNTFORTINET INC$547,3230.04%5,793CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$542,2810.04%3,149CommonSOLE
872540109TJXTJX COS INC NEW$540,4430.04%4,473CommonSOLE
55024U109LITELUMENTUM HLDGS INC$531,4870.04%6,331CommonSOLE
244199105DEDEERE & CO$530,8480.04%1,253CommonSOLE
929160109VMCVULCAN MATLS CO$523,6310.04%2,036CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$522,3760.04%6,907CommonSOLE
040413205ANETARISTA NETWORKS INC$515,4010.04%4,663CommonSOLE
199908104FIXCOMFORT SYS USA INC$513,5370.04%1,211CommonSOLE
95040Q104WELLWELLTOWER INC$510,0020.04%4,047CommonSOLE
907818108UNPUNION PAC CORP$504,2580.04%2,211CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$503,9650.04%425CommonSOLE
98978V103ZTSZOETIS INC$497,4670.04%3,053CommonSOLE
969904101WSMWILLIAMS SONOMA INC$495,6190.04%2,676CommonSOLE
46434G103IEMGISHARES INC$492,1210.04%9,424CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$491,8250.04%9,269CommonSOLE
26875P101EOGEOG RES INC$491,7950.04%4,012CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$491,3080.04%7,198CommonSOLE
032108649SILJAMPLIFY ETF TR$486,5700.04%49,000CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$485,9140.04%8,640CommonSOLE
337738108FISVFISERV INC$484,9970.04%2,361CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$484,5420.04%6,139CommonSOLE
351858105FNVFRANCO NEV CORP$482,7070.04%4,105CommonSOLE
64031N108NNINELNET INC$482,2470.04%4,515CommonSOLE
464287556IBBISHARES TR$480,3190.04%3,633CommonSOLE
464287622IWBISHARES TR$480,0180.04%1,490CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$479,4720.04%1,411CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$476,3440.04%5,333CommonSOLE
03831W108APPAPPLOVIN CORP$474,0870.04%1,464CommonSOLE
031162100AMGNAMGEN INC$470,8080.04%1,806CommonSOLE
718172109PMPHILIP MORRIS INTL INC$464,9260.04%3,863CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$458,3700.04%1,463CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$455,8530.04%2,556CommonSOLE
191098102COKECOCA COLA CONS INC$453,6370.04%360CommonSOLE
46982L108JJACOBS SOLUTIONS INC$448,8600.04%3,359CommonSOLE
37959E102GLGLOBE LIFE INC$445,0760.04%3,991CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$444,9690.04%11,127CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$441,0580.04%5,959CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$439,6150.04%2,416CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$438,5910.04%1,730CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$431,1600.03%1,435CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$421,9790.03%6,998CommonSOLE
053332102AZOAUTOZONE INC$419,4620.03%131CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$418,3960.03%1,685CommonSOLE
47103U753JBBBJANUS DETROIT STR TR$417,3680.03%8,490CommonSOLE
311900104FASTFASTENAL CO$409,4390.03%5,694CommonSOLE
12504L109CBRECBRE GROUP INC$405,0300.03%3,085CommonSOLE
62944T105NVRNVR INC$400,7660.03%49CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$398,5730.03%1,655CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$394,4610.03%1,432CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$393,8410.03%978CommonSOLE
921910816MGKVANGUARD WORLD FD$393,2040.03%1,145CommonSOLE
G0403H108AONAON PLC$390,9240.03%1,088CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$386,9130.03%2,255CommonSOLE
871607107SNPSSYNOPSYS INC$386,3470.03%796CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$382,6710.03%14,007CommonSOLE
921946885VWOBVANGUARD WHITEHALL FDS$378,9000.03%6,000CommonSOLE
03076C106AMPAMERIPRISE FINL INC$371,7720.03%698CommonSOLE
921078101OUNZVANECK MERK GOLD ETF$369,3800.03%14,600CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$368,9110.03%1,868CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$367,4240.03%6,400CommonSOLE
654902204NOKNOKIA CORP$364,1460.03%82,200CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$360,8670.03%3,267CommonSOLE
571903202MARMARRIOTT INTL INC NEW$360,7790.03%1,293CommonSOLE
03662Q105AKXANSYS INC$353,1850.03%1,047CommonSOLE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$351,2050.03%6,481CommonSOLE
74340W103PLDPROLOGIS INC.$346,3880.03%3,277CommonSOLE
482480100KLACKLA CORP$342,4880.03%544CommonSOLE
46434G822EWJISHARES INC$342,2100.03%5,100CommonSOLE
595112103MUMICRON TECHNOLOGY INC$341,3770.03%4,056CommonSOLE
464288513HYGISHARES TR$340,1610.03%4,325CommonSOLE
375558103GILDGILEAD SCIENCES INC$339,4890.03%3,675CommonSOLE
921946794VYMIVANGUARD WHITEHALL FDS$339,4000.03%5,000CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$336,9010.03%3,933CommonSOLE
781846209RUSHARUSH ENTERPRISES INC$334,8220.03%6,111CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$333,4910.03%2,238CommonSOLE
969457100WMBWILLIAMS COS INC$326,6390.03%6,035CommonSOLE
829933100SIRISIRIUSXM HOLDINGS INC$325,0820.03%14,258CommonSOLE
316092352FBCGFIDELITY COVINGTON TRUST$316,5150.03%6,842CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$315,6100.03%683CommonSOLE
58155Q103MCKMCKESSON CORP$313,0270.03%549CommonSOLE
18270P109CLARCLARUS CORP NEW$310,9330.03%68,943CommonSOLE
82889N764HEQTSIMPLIFY EXCHANGE TRADED FUN$308,6560.03%10,470CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$301,5120.02%1,307CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$300,6400.02%1,344CommonSOLE
22160N109CSGPCOSTAR GROUP INC$300,1050.02%4,192CommonSOLE
099406100BOOTBOOT BARN HLDGS INC$297,5670.02%1,960CommonSOLE
817565104SCISERVICE CORP INTL$297,2530.02%3,724CommonSOLE
02209S103MOALTRIA GROUP INC$296,4950.02%5,670CommonSOLE
94106L109WMWASTE MGMT INC DEL$295,3190.02%1,463CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$295,2880.02%6,705CommonSOLE
172908105CTASCINTAS CORP$295,0290.02%1,615CommonSOLE
097023105BABOEING CO$293,1120.02%1,656CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$292,7070.02%5,569CommonSOLE
842587107SOSOUTHERN CO$291,9960.02%3,547CommonSOLE
922042866VPLVANGUARD INTL EQUITY INDEX F$291,4770.02%4,103CommonSOLE
291011104EMREMERSON ELEC CO$291,3970.02%2,351CommonSOLE
140475203SNDASONIDA SENIOR LIVING INC$291,0850.02%12,612CommonSOLE
36828A101GEVGE VERNOVA INC$287,4850.02%874CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$283,3490.02%1,606CommonSOLE
594972408MSTRMICROSTRATEGY INC$282,3800.02%975CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$281,7120.02%2,615CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$280,9550.02%628CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$280,2670.02%539CommonSOLE
023586506UHAL/BU HAUL HOLDING COMPANY$276,7110.02%4,320CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$276,5950.02%8,820CommonSOLE
172967424CCITIGROUP INC$273,8870.02%3,891CommonSOLE
758849103REGREGENCY CTRS CORP$271,8410.02%3,677CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$269,2200.02%948CommonSOLE
020002101ALLALLSTATE CORP$269,1350.02%1,396CommonSOLE
656811106NOANORTH AMERN CONSTR GROUP LTD$268,7200.02%12,435CommonSOLE
12572Q105CMECME GROUP INC$268,4730.02%1,156CommonSOLE
23331A109DHID R HORTON INC$262,9140.02%1,880CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$259,5180.02%1,050CommonSOLE
682680103OKEONEOK INC NEW$258,2830.02%2,573CommonSOLE
464287150ITOTISHARES TR$257,2400.02%2,000CommonSOLE
78454L100SMSM ENERGY CO$256,0490.02%6,606CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$253,8830.02%742CommonSOLE
744320102PRUPRUDENTIAL FINL INC$253,0820.02%2,135CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$253,0820.02%685CommonSOLE
683344105ONTOONTO INNOVATION INC$251,6720.02%1,510CommonSOLE
46429B697USMVISHARES TR$248,6120.02%2,800CommonSOLE
29444U700EQIXEQUINIX INC$246,1870.02%261CommonSOLE
009158106APDAIR PRODS & CHEMS INC$245,8510.02%848CommonSOLE
911363109URIUNITED RENTALS INC$243,7860.02%346CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$242,5280.02%730CommonSOLE
09073M104TECHBIO-TECHNE CORP$242,5250.02%3,367CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$240,3230.02%4,249CommonSOLE
125523100CITHE CIGNA GROUP$238,6030.02%864CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$236,8270.02%2,055CommonSOLE
91913Y100VLOVALERO ENERGY CORP$235,6950.02%1,923CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$235,4980.02%1,284CommonSOLE
56585A102MPCMARATHON PETE CORP$234,3400.02%1,680CommonSOLE
217204106CPRTCOPART INC$234,0940.02%4,079CommonSOLE
526057104LENLENNAR CORP$233,3090.02%1,711CommonSOLE
812215200SEGSEAPORT ENTMT GROUP INC$232,2920.02%8,311CommonSOLE
036752103ELVELEVANCE HEALTH INC$231,0500.02%626CommonSOLE
87612G101TRGPTARGA RES CORP$230,9350.02%1,294CommonSOLE
47012E403JAKKJAKKS PAC INC$230,1260.02%8,175CommonSOLE
65373A109OMCCOLD MKT CAP CORP$230,1060.02%35,842CommonSOLE
44891N208IACIAC INC$229,4190.02%5,318CommonSOLE
717081103PFEPFIZER INC$225,5840.02%8,503CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$225,1070.02%1,425CommonSOLE
66987V109NVSNOVARTIS AG$224,9810.02%2,312CommonSOLE
40412C101HCAHCA HEALTHCARE INC$223,4680.02%745CommonSOLE
81752R100SRGSERITAGE GROWTH PPTYS$223,2500.02%54,187CommonSOLE
501044101KRKROGER CO$223,2150.02%3,650CommonSOLE
443201108HWMHOWMET AEROSPACE INC$223,1790.02%2,041CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$221,2560.02%739CommonSOLE
761152107RMDRESMED INC$220,2280.02%963CommonSOLE
25809K105DASHDOORDASH INC$219,4170.02%1,308CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$219,3980.02%308CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$218,7450.02%1,735CommonSOLE
46138G870VRPINVESCO EXCH TRADED FD TR II$218,4360.02%9,030CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$217,8020.02%928CommonSOLE
253868103DLRDIGITAL RLTY TR INC$216,7030.02%1,222CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$216,1060.02%2,532CommonSOLE
48581R205KSPIKASPI KZ JSC$214,6130.02%2,266CommonSOLE
693718108PCARPACCAR INC$214,5280.02%2,062CommonSOLE
63886Q109NGSNATURAL GAS SVCS GROUP INC$213,9180.02%7,982CommonSOLE
40434L105HPQHP INC$211,4780.02%6,481CommonSOLE
464287671IUSGISHARES TR$210,9760.02%1,514CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$210,5300.02%2,761CommonSOLE
55354G100MSCIMSCI INC$210,1330.02%350CommonSOLE
464287176TIPISHARES TR$209,9040.02%1,970CommonSOLE
904767704UNILEVER PLC$209,7900.02%3,700CommonSOLE
78463X202FEZSPDR INDEX SHS FDS$209,6930.02%4,355CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$209,5230.02%1,279CommonSOLE
25243Q205DEODIAGEO PLC$209,5100.02%1,648CommonSOLE
806857108SLBSCHLUMBERGER LTD$209,3680.02%5,461CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$209,0780.02%1,207CommonSOLE
231021106CMICUMMINS INC$204,4720.02%587CommonSOLE
857477103STTSTATE STR CORP$203,2690.02%2,071CommonSOLE
816300107SIGISELECTIVE INS GROUP INC$203,1250.02%2,172CommonSOLE
126402106CSWCSW INDUSTRIALS INC$202,1540.02%573CommonSOLE
88579Y101MMM3M CO$202,0260.02%1,565CommonSOLE
052769106ADSKAUTODESK INC$201,8740.02%683CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$201,0900.02%428CommonSOLE
29273V100ETENERGY TRANSFER L P$197,5350.02%10,083CommonSOLE
94419LAM3W 0.625 10/01/25WAYFAIR INC$191,7600.02%200,000CommonSOLE
P1666E105BWMXBETTERWARE DE MEXC S A P I D$175,2020.01%15,671CommonSOLE
92340V107016VEREN INC$164,4800.01%32,000CommonSOLE
868168105SSUPSUPERIOR INDS INTL INC$153,0840.01%75,041CommonSOLE
345370860FFORD MTR CO$119,9670.01%12,118CommonSOLE
89785X101TBITRUEBLUE INC$116,4490.01%13,863CommonSOLE
35104E100FDMT4D MOLECULAR THERAPEUTICS IN$111,4000.01%20,000CommonSOLE
68629Y103ONLORION OFFICE REIT INC$102,4260.01%27,608CommonSOLE
05964H105SANBANCO SANTANDER S.A.$100,3200.01%22,000CommonSOLE
00534A102IVVDINVIVYD INC$11,8330.00%26,706CommonSOLE

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.