MondegarAI
Proficio Capital Partners LLC

Q1 2025 · 13F-HR

Proficio Capital Partners LLCholdings as filed

Filed 2025-05-06 · accession 0001214659-25-007000

$1.29B
Reported value
389
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464285204IAUISHARES GOLD TR$133.0M10.3%2,291,835CommonSOLE
922908363VOOVANGUARD INDEX FDS$110.4M8.53%209,546CommonSOLE
78463V107GLDSPDR GOLD TR$99.2M7.67%359,373CommonSOLE
78468R523BILSSPDR SER TR$60.5M4.68%609,492CommonSOLE
464287689IWVISHARES TR$49.3M3.81%154,679CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$31.6M2.44%56,362CommonSOLE
72201R833MINTPIMCO ETF TR$28.4M2.20%282,601CommonSOLE
67066G104NVDANVIDIA CORPORATION$28.3M2.19%260,862CommonSOLE
037833100AAPLAPPLE INC$24.5M1.89%110,156CommonSOLE
464289446IWLISHARES TR$23.5M1.81%170,695CommonSOLE
594918104MSFTMICROSOFT CORP$23.3M1.80%61,681CommonSOLE
00162Q452AMLPALPS ETF TR$22.9M1.77%440,000CommonSOLE
38150K103AAAUGOLDMAN SACHS PHYSICAL GOLD$20.0M1.55%693,740CommonSOLE
37954Y632AIQGLOBAL X FDS$18.0M1.39%478,285CommonSOLE
922908769VTIVANGUARD INDEX FDS$16.8M1.30%61,174CommonSOLE
023135106AMZNAMAZON COM INC$15.9M1.23%83,328CommonSOLE
464287200IVVISHARES TR$15.4M1.19%27,326CommonSOLE
532457108LLYELI LILLY & CO$15.1M1.16%18,241CommonSOLE
46429B655FLOTISHARES TR$14.2M1.10%279,383CommonSOLE
21873S108CRWVCOREWEAVE INC$14.1M1.09%380,000CommonSOLE
37954Y475XYLDGLOBAL X FDS$13.1M1.02%323,640CommonSOLE
82889N525MTBASIMPLIFY EXCHANGE TRADED FUN$13.1M1.01%261,882CommonSOLE
02079K107GOOGALPHABET INC$12.4M0.96%78,262CommonSOLE
46090E103QQQINVESCO QQQ TR$10.5M0.81%22,315CommonSOLE
09261X102BXSLBLACKSTONE SECD LENDING FD$10.3M0.79%316,848CommonSOLE
464287655IWMISHARES TR$10.1M0.78%45,625CommonSOLE
464288679SHVISHARES TR$9.8M0.76%89,291CommonSOLE
464287432TLTISHARES TR$9.3M0.72%102,310CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$9.3M0.72%17,415CommonSOLE
46434G855RINGISHARES INC$9.2M0.71%284,615CommonSOLE
92189H748CLOIVANECK ETF TRUST$9.2M0.71%173,510CommonSOLE
464287457SHYISHARES TR$9.2M0.71%110,806CommonSOLE
92826C839VVISA INC$9.1M0.71%26,204CommonSOLE
092528504CLOABLACKROCK ETF TRUST II$8.6M0.67%167,085CommonSOLE
464288588MBBISHARES TR$8.6M0.67%92,519CommonSOLE
46090A721ICLOINVESCO ACTIVELY MANAGED EXC$8.4M0.65%331,290CommonSOLE
931142103WMTWALMART INC$8.1M0.62%90,911CommonSOLE
872590104TMUST-MOBILE US INC$7.4M0.57%27,869CommonSOLE
46428Q109SLVISHARES SILVER TR$7.4M0.57%262,270CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$7.0M0.54%147,830CommonSOLE
92189F106GDXVANECK ETF TRUST$6.9M0.53%170,503CommonSOLE
30303M102METAMETA PLATFORMS INC$6.5M0.50%11,208CommonSOLE
09260D107BXBLACKSTONE INC$5.8M0.45%40,528CommonSOLE
00206R102TAT&T INC$5.8M0.45%203,757CommonSOLE
464287226AGGISHARES TR$5.7M0.44%58,534CommonSOLE
02079K305GOOGLALPHABET INC$5.7M0.44%36,866CommonSOLE
37946R109GLPGLOBAL PARTNERS LP$5.5M0.43%103,630CommonSOLE
92857W308VODVODAFONE GROUP PLC NEW$5.4M0.42%577,602CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$5.4M0.41%118,360CommonSOLE
33737A108GRIDFIRST TR EXCHANGE TRADED FD$5.2M0.41%44,357CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$5.2M0.40%71,676CommonSOLE
74347G440BITOPROSHARES TR$5.1M0.40%227,575CommonSOLE
78468R663BILSPDR SER TR$5.1M0.39%55,710CommonSOLE
78470P200STOTSSGA ACTIVE TR$4.8M0.37%102,282CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$4.4M0.34%8,007CommonSOLE
437076102HDHOME DEPOT INC$4.4M0.34%11,895CommonSOLE
92204A702VGTVANGUARD WORLD FD$4.2M0.33%7,713CommonSOLE
68389X105ORCLORACLE CORP$4.0M0.31%27,997CommonSOLE
48251W104KKRKKR & CO INC$3.8M0.29%32,337CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$3.7M0.29%15,191CommonSOLE
00326A104SGOLETFS GOLD TR$3.6M0.28%120,423CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$3.6M0.28%6,640CommonSOLE
46434V860TFLOISHARES TR$3.6M0.27%70,435CommonSOLE
94419L101WWAYFAIR INC$3.5M0.27%109,067CommonSOLE
11135F101AVGOBROADCOM INC$3.3M0.26%19,953CommonSOLE
92204A876VPUVANGUARD WORLD FD$3.3M0.25%19,095CommonSOLE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$2.9M0.23%44,427CommonSOLE
032654105ADIANALOG DEVICES INC$2.9M0.23%14,523CommonSOLE
88160R101TSLATESLA INC$2.8M0.22%10,821CommonSOLE
512807306LRCXLAM RESEARCH CORP$2.7M0.21%37,349CommonSOLE
166764100CVXCHEVRON CORP NEW$2.7M0.21%16,012CommonSOLE
33733E807FCGFIRST TR EXCHANGE-TRADED FD$2.6M0.20%106,070CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$2.6M0.20%2,775CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$2.6M0.20%13,152CommonSOLE
20825C104COPCONOCOPHILLIPS$2.5M0.19%23,494CommonSOLE
464287499IWRISHARES TR$2.4M0.19%28,715CommonSOLE
31609A503FMDEFIDELITY COVINGTON TRUST$2.4M0.19%77,045CommonSOLE
30231G102XOMEXXON MOBIL CORP$2.3M0.18%19,044CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$2.3M0.17%10,284CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$2.2M0.17%10,020CommonSOLE
17275R102CSCOCISCO SYS INC$2.1M0.16%34,524CommonSOLE
64110L106NFLXNETFLIX INC$2.1M0.16%2,276CommonSOLE
268150109DTDYNATRACE INC$2.1M0.16%43,749CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$2.0M0.15%34,800CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$1.9M0.15%3,615CommonSOLE
30151E806CEFSEXCHANGE LISTED FDS TR$1.9M0.14%87,656CommonSOLE
742718109PGPROCTER AND GAMBLE CO$1.8M0.14%10,723CommonSOLE
46434V878ICSHISHARES TR$1.7M0.13%34,179CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$1.7M0.13%3,050CommonSOLE
254687106DISDISNEY WALT CO$1.7M0.13%17,038CommonSOLE
381430230GSSTGOLDMAN SACHS ETF TR$1.7M0.13%32,700CommonSOLE
00768Y453MSOSADVISORSHARES TR$1.6M0.12%601,946CommonSOLE
46429B614SMINISHARES TR$1.5M0.12%20,000CommonSOLE
046353108AZNNASTRAZENECA PLC$1.5M0.12%20,773CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$1.5M0.12%14,737CommonSOLE
09174C104BITBBITWISE BITCOIN ETF TR$1.5M0.12%33,497CommonSOLE
478160104JNJJOHNSON & JOHNSON$1.5M0.11%8,798CommonSOLE
22822V101CCICROWN CASTLE INC$1.5M0.11%13,965CommonSOLE
009066101ABNBAIRBNB INC$1.5M0.11%12,006CommonSOLE
00287Y109ABBVABBVIE INC$1.4M0.11%6,909CommonSOLE
78464A870XBISPDR SER TR$1.4M0.11%17,783CommonSOLE
654106103NKENIKE INC$1.4M0.11%22,225CommonSOLE
58933Y105MRKMERCK & CO INC$1.4M0.11%16,110CommonSOLE
31609A305FELGFIDELITY COVINGTON TRUST$1.4M0.11%44,843CommonSOLE
115236101BROBROWN & BROWN INC$1.3M0.10%10,805CommonSOLE
464287515IGVISHARES TR$1.3M0.10%14,999CommonSOLE
02072L771ITANEA SERIES TRUST$1.3M0.10%43,335CommonSOLE
21874A106CORZCORE SCIENTIFIC INC NEW$1.3M0.10%161,329CommonSOLE
04626A103ALABASTERA LABS INC$1.3M0.10%20,205CommonSOLE
922908751VBVANGUARD INDEX FDS$1.2M0.10%5,637CommonSOLE
G17434104BNTBROOKFIELD WEALTH SOL LTD$1.2M0.10%23,726CommonSOLE
75513E101RTXRTX CORPORATION$1.2M0.10%9,280CommonSOLE
G54950103LINLINDE PLC$1.2M0.09%2,604CommonSOLE
191216100KOCOCA COLA CO$1.2M0.09%16,831CommonSOLE
002824100ABTABBOTT LABS$1.2M0.09%9,049CommonSOLE
78464A805SPTMSPDR SER TR$1.1M0.09%16,726CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$1.1M0.09%3,716CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$1.1M0.09%2,530CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$1.1M0.09%22,163CommonSOLE
89679M104TFPMTRIPLE FLAG PRECIOUS METAL$1.1M0.09%58,300CommonSOLE
85207H104PHYSSPROTT PHYSICAL GOLD TR$1.1M0.08%45,600CommonSOLE
G17977110BURBURFORD CAP LTD$1.1M0.08%82,936CommonSOLE
701094104PHPARKER-HANNIFIN CORP$1.1M0.08%1,801CommonSOLE
46137V639IGPTINVESCO EXCHANGE TRADED FD T$1.1M0.08%26,980CommonSOLE
81369Y860XLRESELECT SECTOR SPDR TR$1.1M0.08%26,050CommonSOLE
44267T102HHHHOWARD HUGHES HOLDINGS INC$1.1M0.08%14,744CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.1M0.08%4,335CommonSOLE
46138J791BSCQINVESCO EXCH TRD SLF IDX FD$1.0M0.08%53,525CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$1.0M0.08%2,079CommonSOLE
461202103INTUINTUIT$1.0M0.08%1,641CommonSOLE
78463M107SPSCSPS COMM INC$997,2000.08%7,513CommonSOLE
65339F101NEENEXTERA ENERGY INC$984,4440.08%13,887CommonSOLE
389930207BTCGRAYSCALE BITCOIN MINI TR ET$961,0790.07%25,815CommonSOLE
617446448MSMORGAN STANLEY$960,9540.07%8,237CommonSOLE
46138J825BSCPINVESCO EXCH TRD SLF IDX FD$958,0650.07%46,328CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$927,1450.07%1,872CommonSOLE
025816109AXPAMERICAN EXPRESS CO$925,0280.07%3,438CommonSOLE
060505104BACBANK AMERICA CORP$895,7280.07%21,465CommonSOLE
032095101APHAMPHENOL CORP NEW$895,3790.07%13,651CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$854,9840.07%1,788CommonSOLE
37045V100GMGENERAL MTRS CO$851,9950.07%18,116CommonSOLE
464288646IGSBISHARES TR$842,6330.07%16,090CommonSOLE
917047102URBNURBAN OUTFITTERS INC$841,8580.07%16,066CommonSOLE
00724F101ADBEADOBE INC$837,6300.06%2,184CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$834,9760.06%8,935CommonSOLE
H1467J104CBCHUBB LIMITED$832,7750.06%2,758CommonSOLE
893641100TDGTRANSDIGM GROUP INC$813,6280.06%588CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$797,0410.06%173CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$795,9340.06%3,262CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$793,3150.06%2,542CommonSOLE
464288638IGIBISHARES TR$793,0520.06%15,100CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$786,5950.06%9,048CommonSOLE
548661107LOWLOWES COS INC$784,7480.06%3,365CommonSOLE
855244109SBUXSTARBUCKS CORP$775,5660.06%7,900CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$758,9380.06%1,525CommonSOLE
79466L302CRMSALESFORCE INC$739,4120.06%2,755CommonSOLE
149123101CATCATERPILLAR INC$733,3220.06%2,224CommonSOLE
369604301GEGE AEROSPACE$731,2560.06%3,654CommonSOLE
949746101WMT2WELLS FARGO CO NEW$726,5160.06%10,120CommonSOLE
580135101MCDMCDONALDS CORP$725,5440.06%2,323CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$721,4690.06%5,831CommonSOLE
743315103PGRPROGRESSIVE CORP$705,8400.05%2,494CommonSOLE
808524102SCHBSCHWAB STRATEGIC TR$701,7490.05%32,594CommonSOLE
244199105DEDEERE & CO$697,4010.05%1,486CommonSOLE
747525103QCOMQUALCOMM INC$688,8090.05%4,484CommonSOLE
863667101SYKSTRYKER CORPORATION$681,5480.05%1,831CommonSOLE
46138E800CQQQINVESCO EXCH TRADED FD TR II$678,0570.05%15,303CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$668,6270.05%8,613CommonSOLE
95040Q104WELLWELLTOWER INC$663,0540.05%4,328CommonSOLE
713448108PEPPEPSICO INC$662,8060.05%4,420CommonSOLE
882508104TXNTEXAS INSTRS INC$662,5070.05%3,687CommonSOLE
031162100AMGNAMGEN INC$655,9810.05%2,106CommonSOLE
125523100CITHE CIGNA GROUP$654,4150.05%1,989CommonSOLE
02072L219DTANEA SERIES TRUST$653,2960.05%24,793CommonSOLE
26923N512FCTEETF OPPORTUNITIES TRUST$647,8380.05%25,800CommonSOLE
351858105FNVFRANCO NEV CORP$646,7840.05%4,105CommonSOLE
464288687PFFISHARES TR$643,3330.05%20,935CommonSOLE
78409V104SPGIS&P GLOBAL INC$643,2050.05%1,266CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$640,8060.05%12,865CommonSOLE
718172109PMPHILIP MORRIS INTL INC$633,0340.05%3,988CommonSOLE
12514G108CDWCDW CORP$632,6190.05%3,947CommonSOLE
704326107PAYXPAYCHEX INC$632,3230.05%4,099CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$629,1980.05%5,036CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$618,8210.05%7,332CommonSOLE
09290D101BLKBLACKROCK INC$613,9820.05%649CommonSOLE
038222105AMATAPPLIED MATLS INC$607,5120.05%4,186CommonSOLE
615369105MCOMOODYS CORP$607,1280.05%1,304CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$605,9810.05%423CommonSOLE
G29183103ETNEATON CORP PLC$597,3890.05%2,198CommonSOLE
907818108UNPUNION PAC CORP$595,3890.05%2,520CommonSOLE
758932206RGSREGIS CORPORATION$593,1770.05%32,936CommonSOLE
872540109TJXTJX COS INC NEW$589,7120.05%4,842CommonSOLE
438516106HONHONEYWELL INTL INC$589,0390.05%2,782CommonSOLE
53656F623INFLLISTED FD TR$572,3520.04%14,080CommonSOLE
717081103PFEPFIZER INC$568,2490.04%22,425CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$561,2990.04%7,516CommonSOLE
337738108FISVFISERV INC$554,7250.04%2,512CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$550,1580.04%1,576CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$550,0990.04%5,453CommonSOLE
235851102DHRDANAHER CORPORATION$542,5490.04%2,647CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$536,0070.04%6,691CommonSOLE
16411R208LNGCHENIERE ENERGY INC$531,3430.04%2,296CommonSOLE
922908744VTVVANGUARD INDEX FDS$527,5270.04%3,055CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$527,2960.04%3,175CommonSOLE
37959E102GLGLOBE LIFE INC$525,5630.04%3,990CommonSOLE
34959E109FTNTFORTINET INC$524,7130.04%5,451CommonSOLE
46434G103IEMGISHARES INC$514,0100.04%9,524CommonSOLE
01881G106ABALLIANCEBERNSTEIN HLDG L P$513,7670.04%13,355CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$512,3870.04%9,299CommonSOLE
81762P102NOWSERVICENOW INC$511,9180.04%643CommonSOLE
464288513HYGISHARES TR$510,0240.04%6,465CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$502,3020.04%1,486CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$499,8560.04%6,385CommonSOLE
64031N108NNINELNET INC$499,1850.04%4,500CommonSOLE
20030N101CMCSACOMCAST CORP NEW$498,2350.04%13,502CommonSOLE
032108649SILJAMPLIFY ETF TR$496,3160.04%49,000CommonSOLE
053332102AZOAUTOZONE INC$491,8490.04%129CommonSOLE
98978V103ZTSZOETIS INC$485,5950.04%2,949CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$482,8360.04%7,616CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$479,5220.04%2,674CommonSOLE
126408103CSXCSX CORP$474,8330.04%16,134CommonSOLE
74340W103PLDPROLOGIS INC.$473,3620.04%4,234CommonSOLE
929160109VMCVULCAN MATLS CO$472,5900.04%2,026CommonSOLE
464287622IWBISHARES TR$457,0430.04%1,490CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$456,8770.04%1,728CommonSOLE
375558103GILDGILEAD SCIENCES INC$453,0540.04%4,043CommonSOLE
464287556IBBISHARES TR$452,6370.03%3,633CommonSOLE
22052L104CTVACORTEVA INC$448,5910.03%7,128CommonSOLE
191098102COKECOCA COLA CONS INC$446,8960.03%331CommonSOLE
922908611VBRVANGUARD INDEX FDS$444,4600.03%2,385CommonSOLE
464287242LQDISHARES TR$444,1070.03%4,086CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$441,4460.03%2,587CommonSOLE
311900104FASTFASTENAL CO$441,4070.03%5,692CommonSOLE
921078101OUNZVANECK MERK GOLD ETF$440,0440.03%14,600CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$439,0420.03%1,475CommonSOLE
654902204NOKNOKIA CORP$438,9480.03%82,200CommonSOLE
37954Y293MLPXGLOBAL X FDS$434,5870.03%6,811CommonSOLE
969904101WSMWILLIAMS SONOMA INC$431,6830.03%2,730CommonSOLE
G0403H108AONAON PLC$431,1930.03%1,080CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$427,7750.03%1,725CommonSOLE
12504L109CBRECBRE GROUP INC$425,4270.03%3,253CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$420,0490.03%2,152CommonSOLE
72201R718LDURPIMCO ETF TR$419,4200.03%4,370CommonSOLE
46982L108JJACOBS SOLUTIONS INC$411,8990.03%3,407CommonSOLE
023939101AMTMAMENTUM HOLDINGS INC$411,6460.03%22,977CommonSOLE
87612E106TGTTARGET CORP$409,6710.03%3,926CommonSOLE
482480100KLACKLA CORP$396,0030.03%583CommonSOLE
58155Q103MCKMCKESSON CORP$393,8720.03%585CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$391,6360.03%14,007CommonSOLE
368736104GNRCGENERAC HLDGS INC$390,0870.03%3,087CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$389,1790.03%2,256CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$388,2240.03%6,400CommonSOLE
199908104FIXCOMFORT SYS USA INC$386,1510.03%1,198CommonSOLE
921946885VWOBVANGUARD WHITEHALL FDS$385,2000.03%6,000CommonSOLE
595112103MUMICRON TECHNOLOGY INC$379,0430.03%4,362CommonSOLE
02209S103MOALTRIA GROUP INC$376,8780.03%6,279CommonSOLE
781846209RUSHARUSH ENTERPRISES INC$376,3270.03%7,046CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$375,6700.03%683CommonSOLE
921946794VYMIVANGUARD WHITEHALL FDS$368,4500.03%5,000CommonSOLE
969457100WMBWILLIAMS COS INC$365,2720.03%6,112CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$361,2840.03%1,046CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$360,3460.03%1,656CommonSOLE
040413205ANETARISTA NETWORKS INC$355,4780.03%4,588CommonSOLE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$354,1450.03%4,921CommonSOLE
22160N109CSGPCOSTAR GROUP INC$352,3360.03%4,447CommonSOLE
46434G822EWJISHARES INC$349,6560.03%5,100CommonSOLE
172908105CTASCINTAS CORP$348,1390.03%1,694CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$344,6170.03%1,355CommonSOLE
03831W108APPAPPLOVIN CORP$342,8710.03%1,294CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$341,4430.03%579CommonSOLE
62944T105NVRNVR INC$340,4860.03%47CommonSOLE
94106L109WMWASTE MGMT INC DEL$338,1270.03%1,461CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$336,6480.03%2,028CommonSOLE
03662Q105AKXANSYS INC$336,5030.03%1,063CommonSOLE
842587107SOSOUTHERN CO$330,8830.03%3,599CommonSOLE
03076C106AMPAMERIPRISE FINL INC$330,7710.03%683CommonSOLE
871607107SNPSSYNOPSYS INC$329,3570.03%768CommonSOLE
571903202MARMARRIOTT INTL INC NEW$323,3370.02%1,357CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$323,0030.02%5,296CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$320,5060.02%2,628CommonSOLE
097023105BABOEING CO$319,0990.02%1,871CommonSOLE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$314,0040.02%6,481CommonSOLE
47103U753JBBBJANUS DETROIT STR TR$313,4350.02%6,440CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$311,4210.02%2,274CommonSOLE
12572Q105CMECME GROUP INC$310,1420.02%1,169CommonSOLE
829933100SIRISIRIUSXM HOLDINGS INC$309,8500.02%14,073CommonSOLE
817565104SCISERVICE CORP INTL$309,4950.02%3,859CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$308,0030.02%1,778CommonSOLE
020002101ALLALLSTATE CORP$304,3930.02%1,470CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$303,6200.02%6,047CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$303,4680.02%6,705CommonSOLE
172967424CCITIGROUP INC$302,6300.02%4,263CommonSOLE
036752103ELVELEVANCE HEALTH INC$302,3850.02%695CommonSOLE
443201108HWMHOWMET AEROSPACE INC$302,3500.02%2,331CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$301,1150.02%8,820CommonSOLE
82889N764HEQTSIMPLIFY EXCHANGE TRADED FUN$299,1800.02%10,470CommonSOLE
922042866VPLVANGUARD INTL EQUITY INDEX F$297,3030.02%4,103CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$290,6230.02%664CommonSOLE
140475203SNDASONIDA SENIOR LIVING INC$290,3280.02%12,612CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$289,1810.02%1,679CommonSOLE
92343E102VRSNVERISIGN INC$288,1420.02%1,135CommonSOLE
291011104EMREMERSON ELEC CO$286,6320.02%2,614CommonSOLE
758849103REGREGENCY CTRS CORP$283,7550.02%3,847CommonSOLE
36828A101GEVGE VERNOVA INC$279,6360.02%916CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$279,5960.02%793CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$277,7550.02%1,352CommonSOLE
87612G101TRGPTARGA RES CORP$275,2090.02%1,373CommonSOLE
682680103OKEONEOK INC NEW$270,9240.02%2,731CommonSOLE
46438G612MAXJISHARES TR$267,7000.02%10,380CommonSOLE
775109200RCIROGERS COMMUNICATIONS INC$267,3000.02%10,000CommonSOLE
023586506UHAL/BU HAUL HOLDING COMPANY$266,6190.02%4,505CommonSOLE
91913Y100VLOVALERO ENERGY CORP$265,6760.02%2,012CommonSOLE
82889N699CTASIMPLIFY EXCHANGE TRADED FUN$265,3640.02%8,965CommonSOLE
29444U700EQIXEQUINIX INC$263,4380.02%323CommonSOLE
46429B697USMVISHARES TR$262,0520.02%2,800CommonSOLE
88579Y101MMM3M CO$261,4110.02%1,780CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$260,4660.02%1,574CommonSOLE
18270P109CLARCLARUS CORP NEW$259,2260.02%68,943CommonSOLE
25809K105DASHDOORDASH INC$258,8020.02%1,416CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$258,2690.02%1,135CommonSOLE
26875P101EOGEOG RES INC$257,8950.02%2,011CommonSOLE
46138J783BSCRINVESCO EXCH TRD SLF IDX FD$256,9120.02%13,114CommonSOLE
464287176TIPISHARES TR$256,6180.02%2,310CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$256,2850.02%1,430CommonSOLE
501044101KRKROGER CO$254,0600.02%3,753CommonSOLE
40412C101HCAHCA HEALTHCARE INC$253,4750.02%734CommonSOLE
44891N208IACIAC INC$252,1650.02%5,489CommonSOLE
G5960L103MDTMEDTRONIC PLC$251,0690.02%2,794CommonSOLE
009158106APDAIR PRODS & CHEMS INC$247,6280.02%840CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$246,7750.02%1,224CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$246,3240.02%1,040CommonSOLE
23331A109DHID R HORTON INC$245,4150.02%1,930CommonSOLE
001055102AFLAFLAC INC$244,7670.02%2,201CommonSOLE
35137L105FOXAFOX CORP$244,1660.02%4,314CommonSOLE
464287150ITOTISHARES TR$244,0200.02%2,000CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$242,3220.02%719CommonSOLE
78463X202FEZSPDR INDEX SHS FDS$236,9560.02%4,355CommonSOLE
65473P105NINISOURCE INC$236,8920.02%5,909CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$236,7440.02%777CommonSOLE
126650100CVSCVS HEALTH CORP$236,5150.02%3,491CommonSOLE
56585A102MPCMARATHON PETE CORP$235,2830.02%1,615CommonSOLE
278865100ECLECOLAB INC$234,2630.02%924CommonSOLE
369550108GDGENERAL DYNAMICS CORP$233,4090.02%856CommonSOLE
66987V109NVSNOVARTIS AG$232,3240.02%2,084CommonSOLE
217204106CPRTCOPART INC$230,9440.02%4,081CommonSOLE
464288562REZISHARES TR$230,7260.02%2,670CommonSOLE
81752R100SRGSERITAGE GROWTH PPTYS$228,6510.02%76,987CommonSOLE
609207105MDLZMONDELEZ INTL INC$226,8180.02%3,343CommonSOLE
806857108SLBSCHLUMBERGER LTD$222,8700.02%5,332CommonSOLE
65373A109OMCCOLD MKT CAP CORP$222,5790.02%35,842CommonSOLE
92204A306VDEVANGUARD WORLD FD$221,0260.02%1,704CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$218,7280.02%2,119CommonSOLE
904767704UNILEVER PLC$218,7270.02%3,673CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$218,1760.02%808CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$218,1440.02%1,278CommonSOLE
302081104EXLSEXLSERVICE HOLDINGS INC$214,7110.02%4,548CommonSOLE
761152107RMDRESMED INC$214,4480.02%958CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$214,2750.02%418CommonSOLE
48581R205KSPIKASPI KZ JSC$213,6170.02%2,266CommonSOLE
422806208HEI/AHEICO CORP NEW$212,2420.02%1,006CommonSOLE
718546104PSXPHILLIPS 66$210,9230.02%1,708CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$210,3980.02%1,316CommonSOLE
099406100BOOTBOOT BARN HLDGS INC$209,2740.02%1,948CommonSOLE
46138G870VRPINVESCO EXCH TRADED FD TR II$208,8280.02%8,615CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$208,4700.02%3,386CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$207,3950.02%3,544CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$207,3930.02%327CommonSOLE
91529Y106UNMUNUM GROUP$207,3160.02%2,545CommonSOLE
693718108PCARPACCAR INC$207,2950.02%2,129CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$206,4840.02%1,877CommonSOLE
372460105GPCGENUINE PARTS CO$206,2310.02%1,731CommonSOLE
744320102PRUPRUDENTIAL FINL INC$205,3220.02%1,838CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$204,2280.02%1,436CommonSOLE
253868103DLRDIGITAL RLTY TR INC$203,6460.02%1,421CommonSOLE
47012E403JAKKJAKKS PAC INC$202,6580.02%8,175CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$202,2770.02%1,837CommonSOLE
594972408MSTRMICROSTRATEGY INC$201,2120.02%698CommonSOLE
656811106NOANORTH AMERN CONSTR GROUP LTD$199,0840.02%12,435CommonSOLE
94419LAM3W 0.625 10/01/25WAYFAIR INC$194,5000.02%200,000CommonSOLE
29273V100ETENERGY TRANSFER L P$187,4510.01%10,083CommonSOLE
P1666E105BWMXBETTERWARE DE MEXC S A P I D$177,8660.01%15,671CommonSOLE
345370860FFORD MTR CO$164,4820.01%16,399CommonSOLE
868168105SSUPSUPERIOR INDS INTL INC$154,5840.01%75,041CommonSOLE
904311107UAAUNDER ARMOUR INC$80,5630.01%12,890CommonSOLE
89785X101TBITRUEBLUE INC$77,7380.01%14,640CommonSOLE
35104E100FDMT4D MOLECULAR THERAPEUTICS IN$75,3800.01%25,195CommonSOLE
68629Y103ONLORION PROPERTIES INC$54,2970.00%25,607CommonSOLE
G4124C109GRABGRAB HOLDINGS LIMITED$45,3000.00%10,000CommonSOLE
85859N102STEM INC$4,6070.00%13,153CommonSOLE

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.