MondegarAI
Proficio Capital Partners LLC

Q2 2025 · 13F-HR

Proficio Capital Partners LLCholdings as filed

Filed 2025-08-07 · accession 0001214659-25-011672

$1.61B
Reported value
434
Positions
2025-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464285204IAUISHARES GOLD TR$138.4M8.61%2,218,582CommonSOLE
922908363VOOVANGUARD INDEX FDS$128.7M8.00%226,536CommonSOLE
78463V107GLDSPDR GOLD TR$110.1M6.85%2,354,770CommonSOLE
72201R833MINTPIMCO ETF TR$76.7M4.77%762,785CommonSOLE
464287689IWVISHARES TR$53.8M3.35%153,369CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$50.2M3.12%12,786,846CommonSOLE
67066G104NVDANVIDIA CORPORATION$43.2M2.69%273,690CommonSOLE
464289438IWYISHARES TR$37.0M2.30%150,033CommonSOLE
594918104MSFTMICROSOFT CORP$31.2M1.94%62,751CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$27.9M1.74%3,919,280CommonSOLE
037833100AAPLAPPLE INC$26.1M1.62%127,000CommonSOLE
00162Q452AMLPALPS ETF TR$23.9M1.49%3,370,831CommonSOLE
38150K103AAAUGOLDMAN SACHS PHYSICAL GOLD$22.4M1.39%684,180CommonSOLE
023135106AMZNAMAZON COM INC$19.6M1.22%89,509CommonSOLE
37954Y632AIQGLOBAL X FDS$19.4M1.20%443,374CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$18.8M1.17%8,825,164CommonSOLE
922908769VTIVANGUARD INDEX FDS$18.2M1.13%59,929CommonSOLE
37954Y475XYLDGLOBAL X FDS$17.9M1.11%8,351,126CommonSOLE
464287200IVVISHARES TR$16.5M1.03%26,605CommonSOLE
78468R523BILSSPDR SERIES TRUST$16.3M1.01%164,099CommonSOLE
922908553VNQVANGUARD INDEX FDS$15.5M0.96%14,049,783CommonSOLE
46090E103QQQINVESCO QQQ TR$15.3M0.95%2,029,080CommonSOLE
46431W507NEARISHARES U S ETF TR$14.1M0.88%275,970CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$13.5M0.84%10,174,082CommonSOLE
02079K107GOOGALPHABET INC$13.4M0.83%75,628CommonSOLE
33740F276EIPIFIRST TR EXCHNG TRADED FD VI$13.4M0.83%12,937,487CommonSOLE
82889N525MTBASIMPLIFY EXCHANGE TRADED FUN$13.2M0.82%264,512CommonSOLE
464288125ISHGISHARES TR$13.2M0.82%172,565CommonSOLE
532457108LLYELI LILLY & CO$13.1M0.81%16,806CommonSOLE
46434G855RINGISHARES INC$12.6M0.78%287,485CommonSOLE
464288513HYGISHARES TR$12.0M0.75%11,539,295CommonSOLE
46428Q109SLVISHARES SILVER TR$12.0M0.75%365,975CommonSOLE
464288679SHVISHARES TR$9.9M0.61%89,217CommonSOLE
92826C839VVISA INC$9.8M0.61%27,570CommonSOLE
30303M102METAMETA PLATFORMS INC$9.6M0.60%12,965CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$9.4M0.58%164,160CommonSOLE
931142103WMTWALMART INC$9.2M0.58%94,555CommonSOLE
46435G524IGROISHARES TR$9.1M0.57%115,943CommonSOLE
464288281EMBISHARES TR$9.0M0.56%8,635,203CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$9.0M0.56%18,507CommonSOLE
92189F106GDXVANECK ETF TRUST$8.9M0.55%170,618CommonSOLE
77926X304QDTEROUNDHILL ETF TRUST$8.1M0.51%9,182,385CommonSOLE
77926X205XDTEROUNDHILL ETF TRUST$8.1M0.50%7,283,129CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$8.0M0.50%27,466CommonSOLE
09260D107BXBLACKSTONE INC$8.0M0.50%53,221CommonSOLE
464288588MBBISHARES TR$7.8M0.49%83,363CommonSOLE
64135A705NBOSNEUBERGER BERMAN ETF TRUST$7.7M0.48%6,924,529CommonSOLE
02079K305GOOGLALPHABET INC$7.4M0.46%42,245CommonSOLE
92204A702VGTVANGUARD WORLD FD$7.4M0.46%1,544,122CommonSOLE
464287457SHYISHARES TR$6.8M0.42%82,341CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$6.8M0.42%72,882CommonSOLE
464288372IGFISHARES TR$6.7M0.42%5,748,084CommonSOLE
872590104TMUST-MOBILE US INC$6.6M0.41%27,829CommonSOLE
68389X105ORCLORACLE CORP$6.3M0.39%28,588CommonSOLE
92857W308VODVODAFONE GROUP PLC NEW$6.2M0.38%577,602CommonSOLE
37960A529SHLDGLOBAL X FDS$6.1M0.38%100,694CommonSOLE
11135F101AVGOBROADCOM INC$6.0M0.37%21,834CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$6.0M0.37%25,535CommonSOLE
00206R102TAT&T INC$5.9M0.37%205,466CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$5.7M0.35%8,037CommonSOLE
94419L101WWAYFAIR INC$5.5M0.34%108,410CommonSOLE
37946R109GLPGLOBAL PARTNERS LP$5.4M0.34%102,553CommonSOLE
464287226AGGISHARES TR$5.2M0.32%52,662CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$5.2M0.32%119,569CommonSOLE
92189H300EMLCVANECK ETF TRUST$5.1M0.32%4,792,297CommonSOLE
464288687PFFISHARES TR$5.0M0.31%4,830,928CommonSOLE
09261X102BXSLBLACKSTONE SECD LENDING FD$4.5M0.28%145,861CommonSOLE
48251W104KKRKKR & CO INC$4.4M0.27%33,181CommonSOLE
437076102HDHOME DEPOT INC$4.4M0.27%12,012CommonSOLE
46138E800CQQQINVESCO EXCH TRADED FD TR II$4.1M0.26%93,100CommonSOLE
88160R101TSLATESLA INC$3.9M0.25%12,412CommonSOLE
37954Y293MLPXGLOBAL X FDS$3.9M0.24%2,820,089CommonSOLE
00326A104SGOLETFS GOLD TR$3.8M0.24%120,423CommonSOLE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$3.8M0.23%44,427CommonSOLE
512807306LRCXLAM RESEARCH CORP$3.6M0.22%37,032CommonSOLE
64110L106NFLXNETFLIX INC$3.6M0.22%2,675CommonSOLE
26923G806UTESETFIS SER TR I$3.6M0.22%2,811,223CommonSOLE
06738C778DJPBARCLAYS BANK PLC$3.4M0.21%100,575CommonSOLE
92204A876VPUVANGUARD WORLD FD$3.4M0.21%19,081CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$3.3M0.20%3,291CommonSOLE
032654105ADIANALOG DEVICES INC$3.2M0.20%13,607CommonSOLE
46137V274RSPUINVESCO EXCHANGE TRADED FD T$3.1M0.19%2,824,217CommonSOLE
72201R585PYLDPIMCO ETF TR$3.0M0.19%114,820CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$3.0M0.19%10,654CommonSOLE
72201R783HYSPIMCO ETF TR$2.9M0.18%2,897,779CommonSOLE
82889N830CDXSIMPLIFY EXCHANGE TRADED FUN$2.9M0.18%2,900,460CommonSOLE
921932505VOOGVANGUARD ADMIRAL FDS INC$2.9M0.18%1,963,338CommonSOLE
53656F623INFLLISTED FDS TR$2.8M0.17%66,315CommonSOLE
17275R102CSCOCISCO SYS INC$2.4M0.15%35,123CommonSOLE
21874A106CORZCORE SCIENTIFIC INC NEW$2.3M0.14%134,285CommonSOLE
464287309IVWISHARES TR$2.3M0.14%1,590,498CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$2.3M0.14%11,152CommonSOLE
921946794VYMIVANGUARD WHITEHALL FDS$2.2M0.14%1,771,003CommonSOLE
254687106DISDISNEY WALT CO$2.2M0.14%17,918CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$2.2M0.14%15,512CommonSOLE
166764100CVXCHEVRON CORP NEW$2.2M0.14%15,278CommonSOLE
268150109DTDYNATRACE INC$2.2M0.13%39,275CommonSOLE
20825C104COPCONOCOPHILLIPS$2.1M0.13%23,401CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$2.0M0.13%3,632CommonSOLE
26922A420QTUMETF SER SOLUTIONS$2.0M0.12%21,844CommonSOLE
33733E807FCGFIRST TR EXCHANGE-TRADED FD$2.0M0.12%85,485CommonSOLE
09174C104BITBBITWISE BITCOIN ETF TR$2.0M0.12%33,497CommonSOLE
46138G870VRPINVESCO EXCH TRADED FD TR II$1.9M0.12%1,935,255CommonSOLE
33739E108FPEFIRST TR EXCH TRADED FD III$1.9M0.12%1,923,095CommonSOLE
742718109PGPROCTER AND GAMBLE CO$1.9M0.12%11,757CommonSOLE
46138E743PXFINVESCO EXCH TRADED FD TR II$1.9M0.12%1,768,322CommonSOLE
032108722IDVOAMPLIFY ETF TR$1.9M0.12%1,767,934CommonSOLE
04626A103ALABASTERA LABS INC$1.8M0.11%20,188CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.8M0.11%16,821CommonSOLE
26923N512FCTEETF OPPORTUNITIES TRUST$1.8M0.11%68,061CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$1.6M0.10%1,146,837CommonSOLE
747525103QCOMQUALCOMM INC$1.6M0.10%10,101CommonSOLE
81369Y860XLRESELECT SECTOR SPDR TR$1.6M0.10%38,730CommonSOLE
009066101ABNBAIRBNB INC$1.6M0.10%11,967CommonSOLE
30151E806CEFSEXCHANGE LISTED FDS TR$1.6M0.10%70,976CommonSOLE
654106103NKENIKE INC$1.5M0.10%21,562CommonSOLE
003264108SIVRABRDN SILVER ETF TRUST$1.5M0.10%44,420CommonSOLE
75513E101RTXRTX CORPORATION$1.5M0.09%10,367CommonSOLE
37954Y830COPXGLOBAL X FDS$1.5M0.09%33,050CommonSOLE
G17434104BNTBROOKFIELD WEALTH SOL LTD$1.5M0.09%23,726CommonSOLE
44267T102HHHHOWARD HUGHES HOLDINGS INC$1.5M0.09%21,698CommonSOLE
046353108AZNNASTRAZENECA PLC$1.5M0.09%20,771CommonSOLE
917047102URBNURBAN OUTFITTERS INC$1.4M0.09%19,761CommonSOLE
701094104PHPARKER-HANNIFIN CORP$1.4M0.09%2,039CommonSOLE
478160104JNJJOHNSON & JOHNSON$1.4M0.09%9,263CommonSOLE
461202103INTUINTUIT$1.4M0.09%1,792CommonSOLE
02072L771ITANEA SERIES TRUST$1.4M0.09%43,335CommonSOLE
89679M104TFPMTRIPLE FLAG PRECIOUS METAL$1.4M0.09%58,300CommonSOLE
032095101APHAMPHENOL CORP NEW$1.4M0.09%13,918CommonSOLE
G54950103LINLINDE PLC$1.4M0.09%2,927CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.3M0.08%4,577CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$1.3M0.08%940,952CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$1.3M0.08%1,263,057CommonSOLE
00287Y109ABBVABBVIE INC$1.3M0.08%7,027CommonSOLE
115236101BROBROWN & BROWN INC$1.3M0.08%11,635CommonSOLE
191216100KOCOCA COLA CO$1.3M0.08%18,019CommonSOLE
92204A108VCRVANGUARD WORLD FD$1.3M0.08%840,701CommonSOLE
002824100ABTABBOTT LABS$1.3M0.08%9,270CommonSOLE
78464A805SPTMSPDR SERIES TRUST$1.3M0.08%16,726CommonSOLE
389930207BTCGRAYSCALE BITCOIN MINI TR ET$1.2M0.08%25,815CommonSOLE
922908751VBVANGUARD INDEX FDS$1.2M0.08%5,198CommonSOLE
58933Y105MRKMERCK & CO INC$1.2M0.08%15,498CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$1.2M0.08%210CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$1.2M0.08%2,235CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$1.2M0.08%2,607CommonSOLE
617446448MSMORGAN STANLEY$1.2M0.07%8,527CommonSOLE
22822V101CCICROWN CASTLE INC$1.2M0.07%11,618CommonSOLE
G17977110BURBURFORD CAP LTD$1.2M0.07%82,660CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$1.2M0.07%3,820CommonSOLE
82889N699CTASIMPLIFY EXCHANGE TRADED FUN$1.2M0.07%43,965CommonSOLE
025816109AXPAMERICAN EXPRESS CO$1.2M0.07%3,655CommonSOLE
85207H104PHYSSPROTT PHYSICAL GOLD TR$1.1M0.07%43,100CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.1M0.07%7,967CommonSOLE
46434V878ICSHISHARES TR$1.1M0.07%21,284CommonSOLE
060505104BACBANK AMERICA CORP$1.1M0.07%22,643CommonSOLE
369604301GEGE AEROSPACE$1.1M0.07%4,108CommonSOLE
46138J791BSCQINVESCO EXCH TRD SLF IDX FD$1.1M0.07%54,087CommonSOLE
G29183103ETNEATON CORP PLC$1.0M0.06%2,865CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$1.0M0.06%1,852CommonSOLE
893641100TDGTRANSDIGM GROUP INC$994,7770.06%654CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$985,8070.06%3,160CommonSOLE
65339F101NEENEXTERA ENERGY INC$975,9010.06%14,058CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$948,8670.06%4,460CommonSOLE
718172109PMPHILIP MORRIS INTL INC$907,7570.06%4,984CommonSOLE
37045V100GMGENERAL MTRS CO$892,7680.06%18,142CommonSOLE
00724F101ADBEADOBE INC$892,1450.06%2,306CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$881,1750.05%11,370CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$876,7490.05%2,933CommonSOLE
863667101SYKSTRYKER CORPORATION$873,5170.05%2,208CommonSOLE
149123101CATCATERPILLAR INC$873,3180.05%2,250CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$870,3660.05%1,955CommonSOLE
038222105AMATAPPLIED MATLS INC$868,3520.05%4,743CommonSOLE
949746101WMT2WELLS FARGO CO NEW$866,6260.05%10,817CommonSOLE
882508104TXNTEXAS INSTRS INC$844,7520.05%4,069CommonSOLE
78470P200STOTSSGA ACTIVE TR$839,3730.05%17,727CommonSOLE
74347B201TBTPROSHARES TR$837,1140.05%23,863CommonSOLE
244199105DEDEERE & CO$819,6280.05%1,612CommonSOLE
H1467J104CBCHUBB LIMITED$816,9120.05%2,820CommonSOLE
79466L302CRMSALESFORCE INC$806,4370.05%2,957CommonSOLE
743315103PGRPROGRESSIVE CORP$803,7990.05%3,012CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$781,8840.05%481,866CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$773,4470.05%8,613CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$768,6460.05%8,981CommonSOLE
464287499IWRISHARES TR$763,3700.05%8,300CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$752,1080.05%7,121CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$744,4720.05%5,868CommonSOLE
46138J783BSCRINVESCO EXCH TRD SLF IDX FD$744,3310.05%37,879CommonSOLE
758932206RGSREGIS CORPORATION$734,5290.05%32,936CommonSOLE
09290D101BLKBLACKROCK INC$732,0620.05%698CommonSOLE
548661107LOWLOWES COS INC$730,7730.05%3,294CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$729,5290.05%6,792CommonSOLE
032108649SILJAMPLIFY ETF TR$725,2000.05%49,000CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$717,9310.04%3,284CommonSOLE
889478103TOLTOLL BROTHERS INC$717,7640.04%6,289CommonSOLE
02072L219DTANEA SERIES TRUST$716,4730.04%24,793CommonSOLE
580135101MCDMCDONALDS CORP$709,8880.04%2,430CommonSOLE
78409V104SPGIS&P GLOBAL INC$697,5630.04%1,323CommonSOLE
438516106HONHONEYWELL INTL INC$696,4900.04%2,991CommonSOLE
36828A101GEVGE VERNOVA INC$695,8320.04%1,315CommonSOLE
81762P102NOWSERVICENOW INC$691,8980.04%673CommonSOLE
125523100CITHE CIGNA GROUP$688,3150.04%2,082CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$687,0840.04%1,212CommonSOLE
615369105MCOMOODYS CORP$678,0230.04%1,352CommonSOLE
95040Q104WELLWELLTOWER INC$676,2300.04%4,399CommonSOLE
351858105FNVFRANCO NEV CORP$672,8920.04%4,105CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$656,0760.04%855CommonSOLE
21873S108CRWVCOREWEAVE INC$652,2400.04%4,000CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$645,4860.04%2,072CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$634,0770.04%6,950CommonSOLE
381430230GSSTGOLDMAN SACHS ETF TR$632,0500.04%12,500CommonSOLE
126408103CSXCSX CORP$622,8840.04%19,089CommonSOLE
929160109VMCVULCAN MATLS CO$617,0190.04%2,366CommonSOLE
023939101AMTMAMENTUM HOLDINGS INC$614,5920.04%26,031CommonSOLE
704326107PAYXPAYCHEX INC$611,8840.04%4,207CommonSOLE
34959E109FTNTFORTINET INC$609,6870.04%5,767CommonSOLE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$606,3850.04%6,452CommonSOLE
872540109TJXTJX COS INC NEW$606,3110.04%4,910CommonSOLE
199908104FIXCOMFORT SYS USA INC$604,3090.04%1,127CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$602,8570.04%1,720CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$593,1350.04%5,083CommonSOLE
46138J825BSCPINVESCO EXCH TRD SLF IDX FD$583,8090.04%28,231CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$583,4290.04%2,851CommonSOLE
337738108FISVFISERV INC$583,0910.04%3,382CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$582,6500.04%7,961CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$576,3810.04%6,395CommonSOLE
46434G103IEMGISHARES INC$571,7260.04%9,524CommonSOLE
482480100KLACKLA CORP$571,0590.04%638CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$560,8340.03%1,791CommonSOLE
78463M107SPSCSPS COMM INC$558,2410.03%4,102CommonSOLE
22052L104CTVACORTEVA INC$556,6200.03%7,468CommonSOLE
443201108HWMHOWMET AEROSPACE INC$553,4820.03%2,974CommonSOLE
031162100AMGNAMGEN INC$550,5260.03%1,972CommonSOLE
64031N108NNINELNET INC$545,0400.03%4,500CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$539,2650.03%1,571CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$522,6640.03%1,289CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$520,8550.03%3,240CommonSOLE
20030N101CMCSACOMCAST CORP NEW$519,3360.03%14,551CommonSOLE
311900104FASTFASTENAL CO$518,0310.03%12,334CommonSOLE
235851102DHRDANAHER CORPORATION$515,8100.03%2,611CommonSOLE
097023105BABOEING CO$512,0910.03%2,444CommonSOLE
907818108UNPUNION PAC CORP$509,4600.03%2,214CommonSOLE
37959E102GLGLOBE LIFE INC$508,9680.03%4,095CommonSOLE
98978V103ZTSZOETIS INC$508,5920.03%3,261CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$507,2260.03%1,584CommonSOLE
464287622IWBISHARES TR$505,9590.03%1,490CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$505,7360.03%1,567CommonSOLE
94106L109WMWASTE MGMT INC DEL$504,6770.03%2,206CommonSOLE
053332102AZOAUTOZONE INC$501,1510.03%135CommonSOLE
713448108PEPPEPSICO INC$498,4270.03%3,775CommonSOLE
595112103MUMICRON TECHNOLOGY INC$498,3490.03%4,043CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$495,8910.03%9,397CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$494,8380.03%1,850CommonSOLE
G0403H108AONAON PLC$492,4860.03%1,380CommonSOLE
12514G108CDWCDW CORP$483,7030.03%2,708CommonSOLE
02209S103MOALTRIA GROUP INC$481,2470.03%8,208CommonSOLE
375558103GILDGILEAD SCIENCES INC$474,0050.03%4,275CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$472,4140.03%1,541CommonSOLE
040413205ANETARISTA NETWORKS INC$471,5470.03%4,609CommonSOLE
921078101OUNZVANECK MERK GOLD ETF$465,5940.03%14,600CommonSOLE
717081103PFEPFIZER INC$464,8260.03%19,176CommonSOLE
58155Q103MCKMCKESSON CORP$464,0380.03%633CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$463,4790.03%2,097CommonSOLE
969904101WSMWILLIAMS SONOMA INC$462,7430.03%2,832CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$459,3220.03%2,028CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$452,0560.03%1,467CommonSOLE
46982L108JJACOBS SOLUTIONS INC$448,1430.03%3,409CommonSOLE
464287242LQDISHARES TR$447,8660.03%4,086CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$445,1310.03%2,426CommonSOLE
03831W108APPAPPLOVIN CORP$444,9520.03%1,271CommonSOLE
12504L109CBRECBRE GROUP INC$434,0920.03%3,098CommonSOLE
922908744VTVVANGUARD INDEX FDS$433,8970.03%2,455CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$430,2080.03%6,400CommonSOLE
16411R208LNGCHENIERE ENERGY INC$429,1650.03%1,762CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$423,2370.03%831CommonSOLE
74340W103PLDPROLOGIS INC.$415,2080.03%3,950CommonSOLE
172967424CCITIGROUP INC$411,2150.03%4,831CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$407,7050.03%7,261CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$406,4630.03%1,644CommonSOLE
25809K105DASHDOORDASH INC$404,0300.03%1,639CommonSOLE
969457100WMBWILLIAMS COS INC$403,6240.03%6,426CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$402,9620.03%921CommonSOLE
871607107SNPSSYNOPSYS INC$399,3780.02%779CommonSOLE
172908105CTASCINTAS CORP$394,9010.02%1,772CommonSOLE
65473P105NINISOURCE INC$392,6290.02%9,733CommonSOLE
921946885VWOBVANGUARD WHITEHALL FDS$392,1000.02%6,000CommonSOLE
03662Q105AKXANSYS INC$387,3960.02%1,103CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$383,3360.02%2,053CommonSOLE
46434G822EWJISHARES INC$382,3470.02%5,100CommonSOLE
291011104EMREMERSON ELEC CO$380,4310.02%2,853CommonSOLE
629377508NRGNRG ENERGY INC$376,4370.02%2,344CommonSOLE
571903202MARMARRIOTT INTL INC NEW$376,0570.02%1,376CommonSOLE
03076C106AMPAMERIPRISE FINL INC$375,8830.02%704CommonSOLE
46434V860TFLOISHARES TR$372,5310.02%7,355CommonSOLE
87612E106TGTTARGET CORP$371,5160.02%3,766CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$371,1860.02%14,007CommonSOLE
31609A503FMDEFIDELITY COVINGTON TRUST$368,0650.02%10,695CommonSOLE
22160N109CSGPCOSTAR GROUP INC$364,1320.02%4,529CommonSOLE
191098102COKECOCA COLA CONS INC$362,9030.02%3,250CommonSOLE
12572Q105CMECME GROUP INC$362,1830.02%1,314CommonSOLE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$358,2700.02%6,481CommonSOLE
62944T105NVRNVR INC$339,7400.02%46CommonSOLE
842587107SOSOUTHERN CO$339,5800.02%3,698CommonSOLE
922042866VPLVANGUARD INTL EQUITY INDEX F$337,1850.02%4,103CommonSOLE
05464C101AXONAXON ENTERPRISE INC$336,1440.02%406CommonSOLE
594972408MSTRMICROSTRATEGY INC$329,4470.02%815CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$329,1560.02%6,655CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$328,5910.02%2,316CommonSOLE
781846209RUSHARUSH ENTERPRISES INC$327,2430.02%6,353CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$321,7560.02%2,727CommonSOLE
760759100RSGREPUBLIC SVCS INC$320,1090.02%1,298CommonSOLE
29364G103ETRENTERGY CORP NEW$317,5180.02%3,820CommonSOLE
140475203SNDASONIDA SENIOR LIVING INC$314,6690.02%12,612CommonSOLE
82889N764HEQTSIMPLIFY EXCHANGE TRADED FUN$314,6240.02%10,470CommonSOLE
00768Y453MSOSADVISORSHARES TR$312,0850.02%129,496CommonSOLE
40412C101HCAHCA HEALTHCARE INC$311,2910.02%813CommonSOLE
817565104SCISERVICE CORP INTL$309,1600.02%3,798CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$307,2370.02%614CommonSOLE
020002101ALLALLSTATE CORP$307,1990.02%1,526CommonSOLE
56585A102MPCMARATHON PETE CORP$305,9780.02%1,842CommonSOLE
501575104KYMRKYMERA THERAPEUTICS INC$305,4800.02%7,000CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$303,6280.02%1,140CommonSOLE
775109200RCIROGERS COMMUNICATIONS INC$296,6000.02%10,000CommonSOLE
46137V639IGPTINVESCO EXCHANGE TRADED FD T$294,8700.02%6,000CommonSOLE
758849103REGREGENCY CTRS CORP$294,6070.02%4,136CommonSOLE
609207105MDLZMONDELEZ INTL INC$289,2910.02%4,290CommonSOLE
81752R100SRGSERITAGE GROWTH PPTYS$289,1720.02%93,887CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$287,9410.02%685CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$287,6110.02%882CommonSOLE
46438G612MAXJISHARES TR$285,5540.02%10,380CommonSOLE
099406100BOOTBOOT BARN HLDGS INC$284,2400.02%1,870CommonSOLE
278865100ECLECOLAB INC$283,4680.02%1,052CommonSOLE
92840M102VSTVISTRA CORP$281,8000.02%1,454CommonSOLE
052769106ADSKAUTODESK INC$280,4700.02%906CommonSOLE
501044101KRKROGER CO$278,7640.02%3,886CommonSOLE
036752103ELVELEVANCE HEALTH INC$278,5740.02%716CommonSOLE
126650100CVSCVS HEALTH CORP$276,3340.02%4,006CommonSOLE
67059N108NTNXNUTANIX INC$275,6430.02%3,606CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$273,9880.02%3,540CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$273,6070.02%1,582CommonSOLE
74347G440BITOPROSHARES TR$273,6070.02%12,720CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$273,5080.02%8,820CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$273,3610.02%4,364CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$270,3040.02%1,056CommonSOLE
464287150ITOTISHARES TR$270,0800.02%2,000CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$268,6530.02%1,655CommonSOLE
369550108GDGENERAL DYNAMICS CORP$268,4270.02%920CommonSOLE
761152107RMDRESMED INC$266,7720.02%1,034CommonSOLE
911363109URIUNITED RENTALS INC$266,7690.02%354CommonSOLE
88579Y101MMM3M CO$265,8110.02%1,746CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$264,5290.02%232,480CommonSOLE
91913Y100VLOVALERO ENERGY CORP$263,2790.02%1,959CommonSOLE
531229748LLYVA*LIBERTY MEDIA CORP DEL$263,0790.02%3,310CommonSOLE
46429B697USMVISHARES TR$262,8360.02%2,800CommonSOLE
422806208HEI/AHEICO CORP NEW$261,8630.02%1,012CommonSOLE
857477103STTSTATE STR CORP$259,2570.02%2,438CommonSOLE
855244109SBUXSTARBUCKS CORP$256,6140.02%2,801CommonSOLE
422806109HEIHEICO CORP NEW$256,1700.02%781CommonSOLE
35137L105FOXAFOX CORP$255,0880.02%4,552CommonSOLE
464287176TIPISHARES TR$254,1920.02%2,310CommonSOLE
74762E102QUREQUANTA SVCS INC$252,2160.02%667CommonSOLE
833034101SNASNAP ON INC$251,7450.02%809CommonSOLE
231561101CWCURTISS WRIGHT CORP$251,1970.02%514CommonSOLE
03210A107BDRYAMPLIFY COMMODITY TRUST$250,4720.02%45,130CommonSOLE
23331A109DHID R HORTON INC$249,7780.02%1,937CommonSOLE
812215200SEGSEAPORT ENTMT GROUP INC$248,7350.02%13,337CommonSOLE
46565G1045E7ITEOS THERAPEUTICS INC$247,9040.02%24,865CommonSOLE
345370860FFORD MTR CO$247,8680.02%22,845CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$247,5020.02%2,723CommonSOLE
023586506UHAL/BU HAUL HOLDING COMPANY$247,1780.02%4,546CommonSOLE
651639106NEMNEWMONT CORP$244,9830.02%4,205CommonSOLE
66987V109NVSNOVARTIS AG$244,5610.02%2,021CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$242,6480.02%730CommonSOLE
531229755FWONKLIBERTY MEDIA CORP DEL$241,9180.02%2,315CommonSOLE
771049103RBLXROBLOX CORP$240,8030.01%2,289CommonSOLE
18270P109CLARCLARUS CORP NEW$239,2320.01%68,943CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$236,9010.01%2,392CommonSOLE
18915M107NETCLOUDFLARE INC$235,7790.01%1,204CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$235,0810.01%749CommonSOLE
009158106APDAIR PRODS & CHEMS INC$234,2920.01%831CommonSOLE
526057104LENLENNAR CORP$233,7740.01%2,113CommonSOLE
146869102CVNACARVANA CO$230,1440.01%683CommonSOLE
29444U700EQIXEQUINIX INC$229,9690.01%289CommonSOLE
G5960L103MDTMEDTRONIC PLC$229,9540.01%2,638CommonSOLE
253868103DLRDIGITAL RLTY TR INC$229,6450.01%1,317CommonSOLE
47012E403JAKKJAKKS PAC INC$228,8090.01%11,011CommonSOLE
55354G100MSCIMSCI INC$228,5130.01%396CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$228,1440.01%1,358CommonSOLE
372460105GPCGENUINE PARTS CO$227,9410.01%1,879CommonSOLE
464287671IUSGISHARES TR$227,7060.01%1,514CommonSOLE
45168D104IDXXIDEXX LABS INC$227,4080.01%424CommonSOLE
929740108WABWABTEC$225,5510.01%1,077CommonSOLE
770700102HOODROBINHOOD MKTS INC$225,2740.01%2,406CommonSOLE
219350105GLWCORNING INC$225,0910.01%4,280CommonSOLE
464287614IWFISHARES TR$222,9050.01%525CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$222,7070.01%5,137CommonSOLE
876030107TPRTAPESTRY INC$221,7200.01%2,525CommonSOLE
87612G101TRGPTARGA RES CORP$221,4170.01%1,272CommonSOLE
231021106CMICUMMINS INC$220,9150.01%675CommonSOLE
44891N208IACIAC INC$220,6420.01%5,909CommonSOLE
001055102AFLAFLAC INC$220,3420.01%2,089CommonSOLE
530307305LBRDKLIBERTY BROADBAND CORP$220,0760.01%2,237CommonSOLE
464288562REZISHARES TR$219,8480.01%2,670CommonSOLE
989701107ZIONZIONS BANCORPORATION N A$219,1520.01%4,219CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$217,5010.01%1,774CommonSOLE
682680103OKEONEOK INC NEW$216,6090.01%2,654CommonSOLE
904767704UNILEVER PLC$214,2170.01%3,502CommonSOLE
03073E105CORCENCORA INC$213,6820.01%713CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$211,6700.01%2,040CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$208,5770.01%2,289CommonSOLE
487836108KKELLANOVA$208,3690.01%2,620CommonSOLE
458140100INTCINTEL CORP$208,2080.01%9,295CommonSOLE
91529Y106UNMUNUM GROUP$208,1990.01%2,578CommonSOLE
031100100AMEAMETEK INC$208,0990.01%1,150CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$207,9590.01%7,073CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$206,9620.01%2,153CommonSOLE
384802104GWWGRAINGER W W INC$205,1210.01%197CommonSOLE
733174700BPOPPOPULAR INC$204,4400.01%1,855CommonSOLE
56167N191TOGAMANAGED PORTFOLIO SERIES$204,2360.01%5,893CommonSOLE
833445109SNOWSNOWFLAKE INC$204,0780.01%912CommonSOLE
693718108PCARPACCAR INC$203,6180.01%2,142CommonSOLE
278642103EBAYEBAY INC.$201,6820.01%2,709CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$200,5020.01%3,004CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$200,3350.01%1,075CommonSOLE
656811106NOANORTH AMERN CONSTR GROUP LTD$198,7110.01%12,435CommonSOLE
65373A109OMCCOLD MKT CAP CORP$197,1310.01%35,842CommonSOLE
94419LAM3W 0.625 10/01/25WAYFAIR INC$195,2000.01%200,000CommonSOLE
29273V100ETENERGY TRANSFER L P$182,8130.01%10,083CommonSOLE
511795106LAKELAKELAND INDS INC$147,6690.01%10,850CommonSOLE
P1666E105BWMXBETTERWARE DE MEXC S A P I D$135,5540.01%15,671CommonSOLE
904311107UAAUNDER ARMOUR INC$135,0500.01%19,773CommonSOLE
35104E100FDMT4D MOLECULAR THERAPEUTICS IN$103,8800.01%28,000CommonSOLE
68629Y103ONLORION PROPERTIES INC$53,4480.00%25,093CommonSOLE
G4124C109GRABGRAB HOLDINGS LIMITED$50,3000.00%10,000CommonSOLE
G9460G119VAL/WSVALARIS LTD$47,4630.00%12,296CommonSOLE

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.