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CIBC Private Wealth Group LLC

Q3 2024 · 13F-HR

CIBC Private Wealth Group LLCholdings as filed

Filed 2024-11-13 · accession 0001298088-24-000025

$55.80B
Reported value
3,114
Positions
2024-09-30
Period end
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Holdings as filed

First 500 of 3114

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$2.95B5.29%6,864,415CommonSOLE
037833100AAPLApple Inc$2.65B4.75%11,385,366CommonSOLE
023135106AMZNAmazon.com Inc$2.06B3.68%11,033,291CommonSOLE
679580100ODFLOld Dominion Freight Line Inc$1.75B3.13%8,805,629CommonNONE
67066G104NVDANVIDIA Corp$1.70B3.05%14,035,379CommonSOLE
02079K305GOOGLALPHABET INC$1.28B2.30%7,740,176CommonSOLE
92826C839VVISA INC$889.6M1.59%3,235,373CommonSOLE
91324P102UNHUnitedHealth Group Inc$866.9M1.55%1,482,723CommonSOLE
09260D107BXBlackstone Inc$762.8M1.37%4,981,461CommonSOLE
02079K107GOOGAlphabet Inc$742.6M1.33%4,441,812CommonSOLE
046353108AZNNAstraZeneca PLC$708.2M1.27%9,090,358CommonSOLE
46625H100JPMJPMorgan Chase & Co$698.5M1.25%3,312,554CommonSOLE
437076102HDHome Depot Inc/The$621.2M1.11%1,533,088CommonSOLE
30303M102METAMeta Platforms Inc$561.6M1.01%981,058CommonSOLE
532457108LLYEli Lilly & Co$557.1M1.00%628,847CommonSOLE
002824100ABTAbbott Laboratories$545.8M0.98%4,787,076CommonSOLE
79466L302CRMSalesforce Inc$529.2M0.95%1,933,386CommonSOLE
65339F101NEENEXTERA ENERGY$521.3M0.93%6,166,890CommonSOLE
G3730V105FTAIFTAI Aviation Ltd$505.1M0.91%3,800,663CommonSOLE
30231G102XOMExxon Mobil Corp$494.3M0.89%4,216,443CommonSOLE
78409V104SPGIS&P Global Inc$489.7M0.88%947,802CommonSOLE
00724F101ADBEAdobe Inc$475.0M0.85%917,416CommonSOLE
747525103QCOMQUALCOMM Inc$469.7M0.84%2,762,291CommonSOLE
17275R102CSCOCISCO SYSTEMS$464.0M0.83%8,718,560CommonSOLE
235851102DHRDanaher Corp$452.5M0.81%1,627,602CommonSOLE
03027X100AMTAmerican Tower Corp$413.5M0.74%1,778,005CommonSOLE
713448108PEPPEPSICO INC$402.9M0.72%2,369,198CommonSOLE
G54950103LINLinde PLC$401.6M0.72%842,211CommonSOLE
907818108UNPUnion Pacific Corp$399.7M0.72%1,621,587CommonSOLE
75513E101RTXRTX Corp$399.7M0.72%3,298,565CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE$397.6M0.71%2,475,130CommonSOLE
12572Q105CMECME Group Inc$393.8M0.71%1,784,794CommonSOLE
06742C723ATMPBARCLAYS BK PLC$388.6M0.70%14,964,942CommonSOLE
883556102TMOThermo Fisher Scientific Inc$384.1M0.69%620,916CommonSOLE
337738108FISVFISERV INC$382.8M0.69%2,130,966CommonSOLE
922908363VOOVANGUARD$380.2M0.68%720,453CommonSOLE
438516106HONHoneywell International Inc$373.2M0.67%1,805,284CommonSOLE
872540109TJXTJX Cos Inc/The$365.7M0.66%3,111,301CommonSOLE
G87052109TELTE Connectivity PLC$364.5M0.65%2,414,101CommonSOLE
776696106ROPROPER INDUSTRIES INC$355.4M0.64%638,690CommonSOLE
580135101MCDMCDONALD'S CORP$352.8M0.63%1,158,576CommonSOLE
922908751VBVanguard ETF/USA$346.3M0.62%1,459,731CommonSOLE
57636Q104MAMASTERCARD INC$346.1M0.62%700,982CommonSOLE
464287614IWFISHARES/USA$344.3M0.62%917,226CommonSOLE
426281101JKHYJack Henry & Associates Inc$342.7M0.61%1,941,260CommonSOLE
46266C105IQVIQVIA Holdings Inc$331.5M0.59%1,399,001CommonSOLE
68902V107OTISOtis Worldwide Corp$327.3M0.59%3,148,878CommonSOLE
922908629VOVanguard ETF/USA$326.8M0.59%1,238,831CommonSOLE
254687106DISWalt Disney Co/The$320.3M0.57%3,329,782CommonSOLE
925652109VICIVICI Properties Inc$309.5M0.55%9,292,213CommonSOLE
872590104TMUST-MOBILE US INC$292.1M0.52%1,415,729CommonSOLE
03990B101ARESAres Management Corp$290.6M0.52%1,864,605CommonSOLE
863667101SYKSTRYKER CORP$279.2M0.50%772,719CommonSOLE
464287200IVVISHARES$279.0M0.50%483,646CommonSOLE
293792107EPDEnterprise Products Partners L$278.1M0.50%9,554,808CommonSOLE
609839105MPWRMonolithic Power Systems Inc$272.4M0.49%294,615CommonSOLE
31620M106FISFidelity National Information$270.7M0.49%3,232,133CommonSOLE
573284106MLMMARTIN MARIETTA M.$261.7M0.47%486,154CommonSOLE
166764100CVXChevron Corp$261.3M0.47%1,774,332CommonSOLE
09247X101BLKCHFBlackrock Inc$260.2M0.47%274,066CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING$259.5M0.47%937,863CommonSOLE
16411R208LNGCHENIERE ENERGY IN$258.5M0.46%1,437,206CommonSOLE
697435105PANWPalo Alto Networks Inc$250.4M0.45%732,597CommonSOLE
893641100TDGTRANSDIGM INC$247.6M0.44%173,530CommonSOLE
46120E602ISRGIntuitive Surgical Inc$244.5M0.44%497,773CommonSOLE
032654105ADIANALOG DEVICES INC$239.3M0.43%1,039,516CommonSOLE
58733R102MELIMercadoLibre Inc$237.7M0.43%115,833CommonSOLE
902973304USBUS Bancorp$237.6M0.43%5,196,514CommonSOLE
693475105PNCPNC Financial Services Group I$231.3M0.41%1,251,506CommonSOLE
20825C104COPCONOCOPHILLIPS$229.5M0.41%2,179,655CommonSOLE
609207105MDLZMondelez International Inc$221.4M0.40%3,004,669CommonSOLE
29273V100ETEnergy Transfer LP$216.6M0.39%13,498,238CommonSOLE
443201108HWMHowmet Aerospace Inc$216.4M0.39%2,158,533CommonSOLE
00287Y109ABBVAbbVie Inc$212.8M0.38%1,077,817CommonSOLE
169656105CMGChipotle Mexican Grill Inc$207.8M0.37%3,606,627CommonSOLE
682680103OKEONEOK Inc$205.3M0.37%2,252,391CommonSOLE
036752103ELVElevance Health Inc$204.8M0.37%393,824CommonSOLE
084670702BRK/BBerkshire Hathaway Inc$204.6M0.37%444,544CommonSOLE
74340W103PLDPrologis Inc$204.6M0.37%1,619,834CommonSOLE
46641Q332JEPIJP Morgan Investment Management Inc$203.4M0.36%3,417,174CommonSOLE
172908105CTASCINTAS CORP$203.0M0.36%985,824CommonSOLE
464287499IWRiShares ETFs/USA$200.3M0.36%2,272,972CommonSOLE
98978V103ZTSZoetis Inc$190.5M0.34%975,090CommonSOLE
921943858VEAVanguard ETF/USA$190.4M0.34%3,605,647CommonSOLE
032095101APHAmphenol Corp$190.3M0.34%2,920,417CommonSOLE
922042858VWOVANGUARD ETF/USA$181.4M0.33%3,790,766CommonSOLE
922908744VTVVanguard ETF/USA$174.7M0.31%1,000,849CommonSOLE
28176E108EWEdwards Lifesciences Corp$166.9M0.30%2,529,013CommonSOLE
03076C106AMPAmeriprise Financial Inc$160.7M0.29%342,097CommonSOLE
98956A105ZETAZeta Global Holdings Corp$160.0M0.29%5,365,319CommonSOLE
115236101BROBrown & Brown Inc$146.4M0.26%1,412,678CommonSOLE
595017104MCHPMicrochip Technology Inc$144.3M0.26%1,796,899CommonSOLE
701094104PHPARKER-HANNIFIN$142.4M0.26%225,447CommonSOLE
67103H107ORLYO'Reilly Automotive Inc$141.8M0.25%123,129CommonSOLE
502431109LHXL3Harris Technologies Inc$141.3M0.25%594,016CommonSOLE
78462F103SPYSSgA Funds Management Inc$137.4M0.25%239,553CommonSOLE
464287655IWMISHARES$137.1M0.25%620,866CommonSOLE
478160104JNJJohnson & Johnson$136.3M0.24%841,082CommonSOLE
64110L106NFLXNETFLIX INC$133.9M0.24%188,831CommonSOLE
007903107AMDADVANCED MICRO DEV$133.6M0.24%814,437CommonSOLE
11271J107BNBrookfield Corp$129.0M0.23%2,426,472CommonSOLE
29444U700EQIXEQUINIX INC$128.8M0.23%145,111CommonSOLE
55336V100MPLXMarathon Petroleum Corp$128.3M0.23%2,886,065CommonSOLE
824348106SHWSherwin-Williams Co/The$126.8M0.23%332,330CommonSOLE
N07059210ASMLASML HOLDING NV$126.3M0.23%151,613CommonSOLE
87612G101TRGPTarga Resources Corp$125.0M0.22%844,285CommonSOLE
37954Y673PAVEGlobal X Management Co LLC$124.9M0.22%3,033,549CommonSOLE
464287622IWBiShares ETFs/USA$123.1M0.22%391,659CommonSOLE
58933Y105MRKMerck & Co Inc$122.6M0.22%1,079,458CommonSOLE
46284V101IRMIron Mountain Inc$121.8M0.22%1,024,943CommonSOLE
808513105SCHWCharles Schwab Corp/The$118.9M0.21%1,834,625CommonSOLE
H01301128ALCALCON AG$118.6M0.21%1,185,861CommonSOLE
303250104FICOFair Isaac Corp$118.2M0.21%60,800CommonSOLE
464285204IAUISHARES GOLD TRUST$117.4M0.21%2,361,987CommonSOLE
22160K105COSTCostco Wholesale Corp$115.7M0.21%130,472CommonSOLE
92939U106WECWEC Energy Group Inc$114.5M0.21%1,190,545CommonSOLE
194162103CLCOLGATE-PALMOLIVE$106.9M0.19%1,029,304CommonSOLE
459200101IBMINTL BUSINESS MCHN$104.8M0.19%473,909CommonSOLE
366651107ITGARTNER INC$102.7M0.18%202,667CommonSOLE
461202103INTUIntuit Inc$102.5M0.18%165,040CommonSOLE
031162100AMGNAmgen Inc$102.3M0.18%317,617CommonSOLE
98138H101WDAYWorkday Inc$101.0M0.18%413,114CommonSOLE
464287465EFABlackRock Fund Advisors$98.5M0.18%1,177,680CommonSOLE
922908769VTIVANGUARD ETF/USA$97.9M0.18%345,798CommonSOLE
11133T103BRBROADRIDGE FIN SOL$94.9M0.17%441,353CommonSOLE
127387108CDNSCadence Design Systems Inc$93.7M0.17%345,892CommonSOLE
11284V105Brookfield Renewable Partners$93.2M0.17%2,853,801CommonSOLE
00162Q460ACESALPS Advisors Inc$92.5M0.17%3,146,224CommonSOLE
49714P108KNSLKinsale Capital Group Inc$92.3M0.17%198,192CommonSOLE
48133Q309AMJBJP Morgan ETNs/USA$91.9M0.16%3,227,630CommonSOLE
68389X105ORCLORACLE CORP$90.5M0.16%530,977CommonSOLE
742718109PGProcter & Gamble Co/The$90.0M0.16%519,682CommonSOLE
45168D104IDXXIDEXX Laboratories Inc$89.9M0.16%177,926CommonSOLE
11135F101AVGOBroadcom Inc$87.6M0.16%507,702CommonSOLE
889478103TOLTOLL BROS INC$87.0M0.16%563,360CommonSOLE
253393102DKSDick's Sporting Goods Inc$86.0M0.15%412,036CommonSOLE
931142103WMTWalmart Inc$85.8M0.15%1,062,913CommonSOLE
911363109URIUnited Rentals Inc$85.7M0.15%105,791CommonSOLE
G1151C101ACNAccenture PLC$82.5M0.15%233,330CommonSOLE
M22465104CHKPCheck Point Software Technolog$82.1M0.15%425,677CommonSOLE
90274D382MLPBUBS AG LONDON$81.9M0.15%3,367,360CommonSOLE
464287481IWPiShares ETFs/USA$81.2M0.15%691,999CommonSOLE
874039100TSMTSMC$76.1M0.14%437,987CommonSOLE
G4705A100ICLRICON PLC$75.2M0.13%261,896CommonSOLE
82452J109FOURShift4 Payments Inc$75.1M0.13%848,142CommonSOLE
443573100HUBSHUBSPOT INC$74.7M0.13%140,555CommonSOLE
88339J105TTDTrade Desk Inc/The$74.6M0.13%680,733CommonSOLE
N3167Y103RACEFERRARI NV$74.1M0.13%158,026CommonSOLE
40415F101HDBHDFC BANK$73.1M0.13%1,167,887CommonSOLE
20030N101CMCSAComcast Corp$72.8M0.13%1,742,216CommonSOLE
24703L202DELLDell Technologies Inc$72.7M0.13%613,613CommonSOLE
03073E105CORCencora Inc$71.4M0.13%317,070CommonSOLE
882508104TXNTEXAS INSTRUMENTS$71.3M0.13%345,284CommonSOLE
23804L103DDOGDatadog Inc$68.1M0.12%592,229CommonSOLE
464288612GVIiShares ETFs/USA$67.8M0.12%632,607CommonSOLE
11275Q1071939900DBrookfield Infrastructure Part$67.4M0.12%1,552,229CommonSOLE
053332102AZOAUTOZONE INC$67.4M0.12%21,392CommonSOLE
38141G104GSGOLDMAN SACHS GRP$66.8M0.12%134,929CommonSOLE
46090E103QQQInvesco Capital Management LLC$66.1M0.12%135,483CommonSOLE
726503105PAAPlains All American Pipeline L$65.6M0.12%3,774,049CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$65.2M0.12%224,269CommonSOLE
778296103ROSTRoss Stores Inc$64.7M0.12%430,088CommonSOLE
85914M107STEPStepStone Group Inc$63.1M0.11%1,111,100CommonSOLE
892672106TWTradeweb Markets Inc$61.9M0.11%500,736CommonSOLE
780259305SHELShell PLC$61.7M0.11%934,809CommonSOLE
464288182AAXJISHARES TRUST$61.3M0.11%781,058CommonSOLE
025816109AXPAMER EXPRESS CO$58.7M0.11%216,430CommonSOLE
922475108VEEVVeeva Systems Inc$58.2M0.10%277,135CommonSOLE
85208M102SFMSprouts Farmers Market Inc$57.8M0.10%523,778CommonSOLE
219948106CPAYCorpay Inc$57.4M0.10%183,474CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS$57.3M0.10%208,486CommonSOLE
29362U104ENTGEntegris Inc$56.8M0.10%505,101CommonSOLE
66987V109NVSNovartis AG$56.7M0.10%492,656CommonSOLE
40637H109HALOHalozyme Therapeutics Inc$55.3M0.10%966,504CommonSOLE
443510607HUBBHubbell Inc$55.3M0.10%129,129CommonSOLE
05964H105SANBanco Santander SA$54.5M0.10%10,694,983CommonSOLE
H1467J104CBCHUBB LIMITED COM$54.1M0.10%187,760CommonSOLE
571903202MARMarriott International Inc/MD$50.3M0.09%202,164CommonSOLE
01609W102BABAAlibaba Group Holding Ltd$50.0M0.09%471,477CommonSOLE
94106B101WCNWaste Connections Inc$49.6M0.09%277,143CommonSOLE
14149Y108CAHCardinal Health Inc$48.4M0.09%437,983CommonSOLE
25278X109FANGDiamondback Energy Inc$48.3M0.09%280,346CommonSOLE
548661107LOWLOWE'S COS INC$48.1M0.09%177,415CommonSOLE
45687V106IRIngersoll Rand Inc$47.8M0.09%486,759CommonSOLE
191216100KOCoca-Cola Co/The$46.0M0.08%640,377CommonSOLE
031100100AMEAMETEK Inc$45.6M0.08%265,371CommonSOLE
89400J107TRUTransUnion$44.3M0.08%423,160CommonSOLE
464287234EEMISHARES TR$44.3M0.08%965,065CommonSOLE
912008109USFDUS Foods Holding Corp$43.3M0.08%704,505CommonSOLE
217204106CPRTCopart Inc$43.1M0.08%822,837CommonSOLE
573874104MRVLMarvell Technology Inc$43.0M0.08%596,783CommonSOLE
576485205MTDRMatador Resources Co$43.0M0.08%870,335CommonNONE
452308109ITWILLINOIS TOOL WKS$42.7M0.08%162,924CommonSOLE
M7S64H106MNDYMonday.com Ltd$42.4M0.08%152,674CommonSOLE
09581B103OWLBlue Owl Capital Inc$42.3M0.08%2,186,956CommonSOLE
088606108BHPBHP BILLITON LTD$42.2M0.08%678,872CommonSOLE
26884L109EQTEQT Corp$41.8M0.07%1,141,207CommonSOLE
464287226AGGiShares ETFs/USA$41.5M0.07%409,313CommonSOLE
25243Q205DEODIAGEO$41.1M0.07%293,141CommonSOLE
016255101ALGNAlign Technology Inc$41.0M0.07%161,078CommonSOLE
958669103WESWestern Midstream Partners LP$40.8M0.07%1,065,763CommonSOLE
G5960L103MDTMedtronic PLC$40.4M0.07%448,837CommonSOLE
55354G100MSCIMSCI Inc$39.9M0.07%68,482CommonSOLE
45167R104IEXIDEX CORP$39.8M0.07%185,671CommonSOLE
46137V357RSPInvesco ETFs/USA$39.6M0.07%221,035CommonSOLE
539439109LYGLloyds Banking Group PLC$39.2M0.07%12,555,182CommonSOLE
90384S303ULTAUlta Beauty Inc$39.2M0.07%100,626CommonSOLE
714046109RVTYRevvity Inc$38.7M0.07%302,879CommonSOLE
252131107DXCMDexcom Inc$38.6M0.07%575,383CommonSOLE
98980G102ZSZscaler Inc$38.4M0.07%224,841CommonSOLE
969457100WMBWilliams Cos Inc/The$38.2M0.07%837,856CommonSOLE
717081103PFEPfizer Inc$37.6M0.07%1,297,993CommonSOLE
05464C101AXONAXON ENTERPRISE INC$37.5M0.07%93,890CommonSOLE
88579Y101MMM3M Co$37.0M0.07%270,750CommonSOLE
136375102CNICDN NATL RAILWAYS$36.6M0.07%312,507CommonSOLE
G0403H108AONAon PLC$35.9M0.06%103,701CommonNONE
278865100ECLECOLAB INC$35.7M0.06%139,814CommonSOLE
023608102AEEAMEREN CORP$34.4M0.06%393,519CommonSOLE
464287507IJHiShares ETFs/USA$34.2M0.06%549,507CommonSOLE
49338L103KEYSKeysight Technologies Inc$34.2M0.06%215,338CommonSOLE
363576109AJGArthur J Gallagher & Co$34.2M0.06%121,415CommonSOLE
574599106MASMasco Corp$33.9M0.06%404,287CommonSOLE
45857P806IHGInterContinental Hotels Group$33.6M0.06%303,686CommonSOLE
61174X109MNSTMonster Beverage Corp$33.5M0.06%641,909CommonSOLE
M2682V108CYBRCyberArk Software Ltd$33.4M0.06%114,662CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY$33.2M0.06%48CommonSOLE
23345M107DTMDT Midstream Inc$32.6M0.06%414,146CommonSOLE
464287598IWDISHARES TRUST$32.2M0.06%169,697CommonSOLE
89677Q107TCOMTrip.com Group Ltd$31.3M0.06%526,292CommonSOLE
78410G104SBACSBA Communications Corp$31.2M0.06%129,533CommonSOLE
29336T1000E41EnLink Midstream LLC$31.2M0.06%2,148,600CommonSOLE
64115T104NTCTNetScout Systems Inc$30.7M0.06%1,412,540CommonSOLE
26142V105DKNGDraftKings Inc$30.4M0.05%774,930CommonSOLE
159864107CRLCharles River Laboratories Int$30.2M0.05%153,467CommonSOLE
78709Y105SAIASaia Inc$30.1M0.05%68,926CommonSOLE
617446448MSMORGAN STANLEY$30.1M0.05%288,305CommonSOLE
835699307SONYSony Group Corp$29.9M0.05%309,294CommonSOLE
464287804IJRiShares ETFs/USA$28.7M0.05%245,754CommonSOLE
758750103RRXREGAL-BELOIT CORP$28.4M0.05%171,312CommonSOLE
30034W106EVRGEvergy Inc$28.1M0.05%452,387CommonSOLE
855244109SBUXSTARBUCKS CORP$27.7M0.05%284,028CommonSOLE
075887109BDXBECTON DICKINSON$27.7M0.05%114,727CommonSOLE
294429105EFXEquifax Inc$27.6M0.05%93,841CommonSOLE
08579W103BERYEURBerry Global Group Inc$26.8M0.05%394,762CommonSOLE
46138G508BKLNInvesco Capital Management LLC$26.6M0.05%1,267,467CommonSOLE
26441C204DUKDUKE ENERGY CORP$26.4M0.05%229,309CommonSOLE
72352L106PINSPinterest Inc$26.4M0.05%814,555CommonSOLE
G16258108BEPBrookfield Renewable Partners$25.8M0.05%916,486CommonSOLE
78464A409SPYGSSGA FUNDS MANAGEMENT INC$25.8M0.05%311,164CommonSOLE
88160R101TSLATesla Inc$25.6M0.05%97,931CommonSOLE
344419106FMXFomento Economico Mexicano SAB$25.6M0.05%259,505CommonSOLE
82983N108SB9Sitio Royalties Corp$25.6M0.05%1,228,093CommonSOLE
339750101FNDFloor & Decor Holdings Inc$25.5M0.05%205,423CommonSOLE
25754A201DPZDomino's Pizza Inc$25.3M0.05%58,731CommonSOLE
97717W422EPIWisdomTree ETFs/USA$24.9M0.04%493,894CommonSOLE
22788C105CRWDCrowdstrike Holdings Inc$24.7M0.04%87,902CommonSOLE
615369105MCOMOODYS CORP$24.4M0.04%51,350CommonSOLE
165167735EXEExpand Energy Corp$24.3M0.04%295,521CommonSOLE
22160N109CSGPCoStar Group Inc$24.0M0.04%318,053CommonSOLE
369550108GDGEN DYNAMICS CORP$23.5M0.04%77,846CommonSOLE
92047W101VVVValvoline Inc$23.4M0.04%559,551CommonSOLE
81762P102NOWServiceNow Inc$23.3M0.04%26,031CommonSOLE
125523100CICigna Group/The$23.3M0.04%67,171CommonSOLE
92206C409VCSHVANGUARD ETF/USA$23.0M0.04%289,452CommonSOLE
539830109LMTLockheed Martin Corp$22.9M0.04%39,134CommonSOLE
464287242LQDISHARES$22.8M0.04%201,653CommonSOLE
892331307TMTOYOTA MOTOR CORP$21.9M0.04%122,541CommonSOLE
G16252101BIPBROOKFIELD INFRASTRUCTURE PART$21.5M0.04%614,002CommonSOLE
922908595VBKVanguard ETF/USA$21.5M0.04%80,402CommonSOLE
452327109ILMNIllumina Inc$21.3M0.04%163,504CommonSOLE
03662Q105AKXANSYS, INC.$21.2M0.04%66,585CommonSOLE
911312106UPSUTD PARCEL SERV$21.1M0.04%154,667CommonSOLE
60937P106MDBMongoDB Inc$20.9M0.04%77,451CommonSOLE
74275K108PCORProcore Technologies Inc$20.6M0.04%333,676CommonSOLE
18539C204CWENClearway Energy Group LLC$20.4M0.04%664,096CommonSOLE
29446M102EQNRKingdom of Norway Ministry of$20.1M0.04%794,320CommonSOLE
95082P105WCCWESCO International Inc$19.6M0.04%116,448CommonSOLE
369604301GEGeneral Electric Co$19.1M0.03%101,035CommonSOLE
98983L108ZWSZurn Water Solutions Corp$19.0M0.03%529,871CommonSOLE
G7S00T104PNRPENTAIR PLC$19.0M0.03%194,315CommonSOLE
29250N105ENBENBRIDGE INC$18.4M0.03%454,010CommonSOLE
538034109LYVLIVE NAT ENTER INC$18.3M0.03%167,227CommonSOLE
464287473IWSiShares ETFs/USA$18.3M0.03%138,238CommonSOLE
760759100RSGRepublic Services Inc$18.3M0.03%91,003CommonSOLE
302491303FMCFMC Corp$18.2M0.03%276,289CommonSOLE
36266G107GEHCGE HealthCare Technologies Inc$18.0M0.03%191,838CommonSOLE
113004105BAMBrookfield Corp$17.8M0.03%377,013CommonSOLE
G6095L109Aptiv PLC$17.8M0.03%247,549CommonSOLE
688239201OSKOSHKOSH CORP$17.6M0.03%175,709CommonSOLE
05352A100AVTRAvantor Inc$17.6M0.03%680,451CommonSOLE
060505104BACBK OF AMERICA CORP$17.5M0.03%440,906CommonSOLE
26856L103ELFelf Beauty Inc$17.2M0.03%157,708CommonSOLE
149123101CATCaterpillar Inc$16.6M0.03%42,427CommonSOLE
922908736VUGVanguard ETF/USA$16.3M0.03%42,435CommonSOLE
922908652VXFVanguard Group Inc/The$16.3M0.03%89,516CommonSOLE
536797103LADLithia Motors Inc$16.2M0.03%51,034CommonSOLE
921908844VIGVANGUARD ETF/USA$15.7M0.03%79,154CommonSOLE
92206C680VONGVANGUARD ETF/USA$15.6M0.03%161,716CommonSOLE
808524797SCHDCHARLES SCHWAB INVESTMENT MANAGEMENT INC$15.5M0.03%183,850CommonSOLE
464288588MBBiShares ETFs/USA$15.5M0.03%161,842CommonSOLE
110122108BMYBRISTOL-MYRS SQUIB$15.3M0.03%296,525CommonSOLE
291011104EMREMERSON ELECTRIC$15.2M0.03%139,258CommonSOLE
87807B107TRPTC Energy Corp$15.0M0.03%315,564CommonSOLE
718546104PSXPhillips 66$15.0M0.03%113,859CommonSOLE
654106103NKENIKE INC$14.9M0.03%168,296CommonSOLE
02209S103MOALTRIA GROUP INC$14.8M0.03%290,692CommonSOLE
00402L107ASOAcademy Sports & Outdoors Inc$14.8M0.03%253,207CommonSOLE
87313P103TXOTXO Partners LP$14.8M0.03%746,779CommonSOLE
988498101YUMYUM BRANDS INC$14.6M0.03%104,209CommonSOLE
78463V107GLDSPDR GOLD TRUST$14.5M0.03%59,704CommonSOLE
090572207BIOBio-Rad Laboratories Inc$14.5M0.03%43,349CommonSOLE
94106L109WMWASTE MANAGEMENT$14.4M0.03%69,518CommonSOLE
428103105HESMHess Midstream LP$14.4M0.03%408,765CommonSOLE
949746101WMT2WELLS FARGO & CO$13.8M0.02%245,159CommonSOLE
56585A102MPCMarathon Petroleum Corp$13.5M0.02%83,063CommonSOLE
91913Y100VLOValero Energy Corp$13.1M0.02%96,851CommonSOLE
464287721IYWISHARES$13.0M0.02%85,952CommonSOLE
384802104GWWWW Grainger Inc$12.9M0.02%12,398CommonSOLE
842587107SOSouthern Co/The$12.7M0.02%141,041CommonSOLE
231021106CMICUMMINS INC$12.6M0.02%38,864CommonSOLE
67092P409NUMGNuveen Fund Advisors LLC$12.5M0.02%279,093CommonNONE
33733E500QCLNFirst Trust ETFs/USA$12.3M0.02%342,527CommonSOLE
244199105DEDEERE & CO$12.0M0.02%28,823CommonSOLE
706327103PBAPembina Pipeline Corp$11.6M0.02%281,573CommonSOLE
464288158SUBBlackRock Fund Advisors$11.5M0.02%108,645CommonSOLE
464288414MUBISHARES/USA$11.5M0.02%105,918CommonSOLE
88339Y102EAGL2023 ETF Series Trust/The$11.3M0.02%412,587CommonNONE
19762B202XCEMColumbia ETFs/USA$11.2M0.02%342,187CommonSOLE
89455T109TMCITreace Medical Concepts Inc$11.0M0.02%1,888,266CommonSOLE
M98068105WIXWix.com Ltd$10.9M0.02%65,198CommonSOLE
458140100INTCIntel Corp$10.9M0.02%463,348CommonSOLE
921946406VYMVANGUARD WHITEHALL$10.9M0.02%84,776CommonSOLE
571748102MRSHMARSH & MCLENNAN$10.9M0.02%48,671CommonSOLE
655844108NSCNorfolk Southern Corp$10.6M0.02%42,823CommonSOLE
09857L108BKNGBooking Holdings Inc$10.6M0.02%2,516CommonSOLE
464288646IGSBiShares ETFs/USA$10.6M0.02%200,483CommonSOLE
064058100BKBK OF NY MELLON CP$10.5M0.02%145,851CommonSOLE
464288638IGIBiShares ETFs/USA$10.5M0.02%194,761CommonSOLE
46434G772EWTBlackRock Fund Advisors$10.4M0.02%192,500CommonSOLE
65341B106XIFRNextEra Energy Equity Partners$10.1M0.02%364,919CommonSOLE
81369Y803XLKSELECT SECTOR SPDR$10.1M0.02%44,645CommonSOLE
018802108LNTAlliant Energy Corp$10.1M0.02%165,859CommonSOLE
05603J108BKVBanpu North America Corp$10.1M0.02%550,000CommonSOLE
49456B101KMIKinder Morgan Inc$10.0M0.02%451,191CommonSOLE
92204A702VGTVANGUARD ETF/USA$9.9M0.02%16,889CommonSOLE
18539C105NY4BClearway Energy Group LLC$9.8M0.02%342,776CommonSOLE
14448C104CARRCARRIER GLOBAL CORP$9.8M0.02%121,182CommonSOLE
21874A106CORZCore Scientific Inc$9.6M0.02%809,891CommonSOLE
31428X106FDXFEDEX CORP$9.5M0.02%34,745CommonSOLE
464287309IVWISHARES$9.3M0.02%96,856CommonSOLE
04010L103ARCCAres Capital Corp$9.2M0.02%440,006CommonSOLE
718172109PMPHILIP MORRIS INTL$9.2M0.02%75,719CommonSOLE
297178105ESSEssex Property Trust Inc$9.2M0.02%31,064CommonSOLE
19239V302CCOICogent Communications Holdings$9.1M0.02%120,463CommonSOLE
G29183103ETNEaton Corp PLC$9.1M0.02%27,402CommonSOLE
78464A508SPYVSSGA FUNDS MANAGEMENT INC$9.0M0.02%170,272CommonSOLE
464287630IWNISHARES$8.7M0.02%52,105CommonSOLE
87612E106TGTTarget Corp$8.6M0.02%55,142CommonSOLE
78464A763SDYSSGA Funds Management Inc$8.5M0.02%59,560CommonSOLE
464287168DVYISHARES$8.4M0.02%62,029CommonSOLE
92189H409HYDVanEck ETFs/USA$8.4M0.01%157,461CommonSOLE
817565104SCIService Corp International/US$8.3M0.01%104,899CommonSOLE
25746U109DDOMINION RES(VIR)$8.3M0.01%142,809CommonSOLE
92343V104VZVERIZON COMMUN$8.2M0.01%182,325CommonSOLE
22266T109CPNGCoupang Inc$8.2M0.01%332,533CommonSOLE
16411Q101CQPCheniere Energy Inc$8.1M0.01%166,778CommonSOLE
78467Y107MDYSTATE STREET ETF/USA$8.1M0.01%14,235CommonSOLE
40412C101HCAHCA Healthcare Inc$8.1M0.01%19,939CommonSOLE
922042775VEUVanguard ETF/USA$7.9M0.01%125,597CommonSOLE
G9001E128LILAKLIBERTY LATIN AMERICA INC$7.9M0.01%827,991CommonSOLE
464287648IWOiShares ETFs/USA$7.8M0.01%27,428CommonSOLE
464288513HYGISHARES TRUST$7.6M0.01%94,094CommonSOLE
G6683N103NUNU Holdings Ltd/Cayman Islands$7.4M0.01%539,719CommonSOLE
311900104FASTFastenal Co$7.3M0.01%102,851CommonSOLE
00436Q106ACELAccel Entertainment Inc$7.3M0.01%629,575CommonSOLE
82509L107SHOPSHOPIFY INC$7.2M0.01%90,310CommonSOLE
097023105BABOEING CO$7.2M0.01%47,547CommonSOLE
025537101AEPAmerican Electric Power Co Inc$7.2M0.01%70,212CommonSOLE
03674X106ARAntero Resources Corp$7.2M0.01%250,256CommonSOLE
030420103AWKAmerican Water Works Co Inc$7.1M0.01%48,476CommonSOLE
00508Y102AYIAcuity Brands Inc$6.9M0.01%25,044CommonSOLE
670100205NVONovo Holdings A/S$6.9M0.01%57,612CommonSOLE
46187W107INVHInvitation Homes Inc$6.8M0.01%193,527CommonSOLE
902252105TYLTyler Technologies Inc$6.8M0.01%11,625CommonSOLE
464286772EWYISHARES$6.7M0.01%105,490CommonSOLE
040413106ANETEURARISTA NETWORKS INC$6.7M0.01%17,431CommonSOLE
89832Q109TFCTruist Financial Corp$6.7M0.01%156,371CommonSOLE
G0508H110ALTMEURArcadium Lithium PLC$6.7M0.01%2,342,522CommonSOLE
464287689IWViShares ETFs/USA$6.6M0.01%20,323CommonSOLE
10576N102BRZEBraze Inc$6.4M0.01%198,633CommonSOLE
845467109SWN1EURExpand Energy Corp$6.4M0.01%895,709CommonSOLE
98419M100XYLXylem Inc/NY$6.2M0.01%46,243CommonSOLE
620076307MSIMOTOROLA INC$6.2M0.01%13,885CommonSOLE
71424F105PRPermian Resources Corp$6.2M0.01%458,185CommonSOLE
92338C103VLTOVeralto Corp$6.1M0.01%54,893CommonSOLE
922908553VNQVanguard Group Inc/The$6.1M0.01%62,869CommonSOLE
46436E718SGOVBlackRock Fund Advisors$6.1M0.01%60,166CommonSOLE
74144T108TROWT Rowe Price Group Inc$5.9M0.01%54,341CommonSOLE
03676B102AMAntero Midstream Corp$5.9M0.01%390,711CommonSOLE
370334104GISGENERAL MILLS INC$5.8M0.01%78,247CommonSOLE
009066101ABNBAirbnb Inc$5.8M0.01%45,554CommonSOLE
230215105CULPCulp Inc$5.8M0.01%879,844CommonNONE
46429B655FLOTISHARES TR$5.7M0.01%112,210CommonSOLE
75734B100RDDTReddit Inc$5.7M0.01%86,876CommonSOLE
58155Q103MCKMCKESSON CORP$5.7M0.01%11,503CommonSOLE
37959E102GLGlobe Life Inc$5.7M0.01%53,669CommonSOLE
052769106ADSKAutodesk Inc$5.7M0.01%20,543CommonSOLE
626717102MURMurphy Oil Corp$5.7M0.01%167,560CommonSOLE
366505105GTXGARRETT MOTION INC$5.6M0.01%686,363CommonSOLE
358054104FRSHFreshworks Inc$5.6M0.01%488,252CommonSOLE
001055102AFLAflac Inc$5.6M0.01%49,802CommonSOLE
33848E106PFOFlaherty & Crumrine Preferred$5.5M0.01%588,511CommonSOLE
81369Y886XLUSELECT SECTOR SPDR$5.5M0.01%68,472CommonSOLE
942622200WSOWATSCO INC$5.4M0.01%10,963CommonSOLE
494368103KMBKIMBERLY-CLARK CP$5.4M0.01%37,858CommonSOLE
126650100CVSCVS Health Corp$5.4M0.01%85,579CommonSOLE
41068X100HASIHA Sustainable Infrastructure$5.3M0.01%154,098CommonSOLE
00206R102TAT&T INC$5.3M0.01%240,020CommonSOLE
338480106PFDPreferred Income Funds/Closed-$5.3M0.01%441,364CommonSOLE
922908538VOTVanguard ETF/USA$5.2M0.01%21,519CommonSOLE
464287457SHYISHARES TRUST$5.2M0.01%62,774CommonSOLE
42226A107HQYHealthEquity Inc$5.2M0.01%63,622CommonSOLE
464288687PFFiShares ETFs/USA$5.2M0.01%156,452CommonSOLE
125896100CMSCMS Energy Corp$5.2M0.01%73,536CommonSOLE
749607107RLIRLI Corp$5.2M0.01%33,272CommonNONE
446150104HBANHuntington Bancshares Inc/OH$5.2M0.01%350,474CommonSOLE
78464A284HYMBSTATE STREET ETF/USA$5.1M0.01%195,929CommonSOLE
704326107PAYXPaychex Inc$5.1M0.01%38,210CommonSOLE
038222105AMATAPPLIED MATERIALS$5.1M0.01%25,170CommonSOLE
464287408IVEISHARES$5.0M0.01%25,440CommonSOLE
13646K108CPCanadian Pacific Kansas City L$5.0M0.01%58,428CommonSOLE
009158106APDAir Products and Chemicals Inc$5.0M0.01%16,752CommonSOLE
126408103CSXCSX CORP$5.0M0.01%143,941CommonSOLE
464288372IGFiShares ETFs/USA$4.9M0.01%90,499CommonSOLE
053611109AVYAVERY DENNISON CORP$4.9M0.01%22,180CommonSOLE
91879Q109MTNVail Resorts Inc$4.9M0.01%28,034CommonSOLE
904708104UNFUniFirst Corp/MA$4.9M0.01%24,446CommonSOLE
72201R833MINTPacific Investment Management Co LLC$4.8M0.01%48,054CommonSOLE
25459Y694FASDIREXION FIN$4.8M0.01%37,124CommonSOLE
G51502105JCIJohnson Controls International$4.8M0.01%62,079CommonSOLE
237266101DARDarling Ingredients Inc$4.8M0.01%128,662CommonSOLE
743315103PGRPROGRESSIVE CP(OH)$4.8M0.01%18,726CommonSOLE
29476L107EQREquity Residential$4.7M0.01%62,974CommonSOLE
92552R406PRSUViad Corp$4.6M0.01%127,255CommonNONE
89417E109TRVTRAVELERS CO INC$4.5M0.01%19,400CommonSOLE
775711104ROLRollins Inc$4.5M0.01%89,629CommonSOLE
36828A101GEVGE Vernova Inc$4.5M0.01%17,734CommonSOLE
83444M101SOLVSolventum Corp$4.5M0.01%64,593CommonSOLE
020002101ALLAllstate Corp/The$4.5M0.01%23,662CommonSOLE
840441109SSBUSDSouthState Corp$4.4M0.01%45,722CommonSOLE
806857108SLBSchlumberger NV$4.4M0.01%105,283CommonSOLE
26875P101EOGEOG Resources Inc$4.4M0.01%35,705CommonSOLE
81369Y605XLFSELECT SECTOR SPDR$4.4M0.01%96,422CommonSOLE
703343103PATKPatrick Industries Inc$4.4M0.01%30,611CommonSOLE
871829107SYYSysco Corp$4.3M0.01%55,292CommonSOLE
372460105GPCGenuine Parts Co$4.3M0.01%30,607CommonSOLE
260003108DOVDover Corp$4.3M0.01%22,183CommonSOLE
98139A105WKWorkiva Inc$4.2M0.01%53,331CommonSOLE
94419L101WWAYFAIR INC$4.2M0.01%75,057CommonSOLE
744573106PEGPublic Service Enterprise Grou$4.1M0.01%45,938CommonSOLE
18467V109YOUClear Secure Inc$4.1M0.01%123,411CommonSOLE
67098H104OIO-I Glass Inc$4.1M0.01%311,560CommonSOLE
02128L106ALTGAlta Equipment Group Inc$4.1M0.01%602,176CommonSOLE
78467X109DIASPDR DOW JONES IND$4.0M0.01%9,531CommonSOLE
21037T109CEGConstellation Energy Corp$4.0M0.01%15,472CommonSOLE
744320102PRUPRUDENTIAL FINL$4.0M0.01%32,924CommonSOLE
833034101SNASnap-on Inc$3.9M0.01%13,491CommonSOLE
680223104ORIOld Republic International Cor$3.9M0.01%110,242CommonSOLE
570535104MKLMarkel Group Inc$3.9M0.01%2,479CommonSOLE
904767704Unilever PLC$3.9M0.01%59,569CommonSOLE
78468R853SPSMSPDR SER TR$3.8M0.01%84,030CommonSOLE
922908512VOEVanguard ETF/USA$3.8M0.01%22,711CommonSOLE
46137V266RPGInvesco ETFs/USA$3.8M0.01%96,705CommonSOLE
192446102CTSHCOGNIZANT TECHNOLO$3.8M0.01%48,714CommonSOLE
46432F842IEFAISHARES$3.8M0.01%48,108CommonSOLE
512807108LRCXEURLam Research Corp$3.7M0.01%4,580CommonSOLE
98850P109YUMCYum China Holdings Inc$3.7M0.01%82,966CommonSOLE
21036P108STZConstellation Brands Inc$3.7M0.01%14,364CommonSOLE
35086T109FCPTFour Corners Property Trust In$3.7M0.01%125,736CommonNONE
929740108WABWestinghouse Air Brake Technol$3.6M0.01%19,718CommonSOLE
47233W109JEFJefferies Financial Group Inc$3.5M0.01%57,614CommonSOLE
375558103GILDGilead Sciences Inc$3.5M0.01%42,222CommonSOLE
90353T100UBERUber Technologies Inc$3.5M0.01%47,096CommonSOLE
921909768VXUSVANGUARD ETF/USA$3.5M0.01%54,540CommonSOLE
268150109DTDynatrace Inc$3.5M0.01%64,687CommonSOLE
666807102NOCNORTHROP GRUMMAN$3.4M0.01%6,519CommonSOLE
69608A108PLTRPalantir Technologies Inc$3.4M0.01%92,383CommonSOLE
98980F104GTMZoomInfo Technologies Inc$3.4M0.01%332,932CommonSOLE
761152107RMDResMed Inc$3.4M0.01%14,033CommonSOLE
09225M101BSMBlack Stone Minerals LP$3.4M0.01%223,990CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$3.3M0.01%23,734CommonSOLE
427866108HSYHERSHEY CO (THE)$3.3M0.01%16,991CommonSOLE
37637K108GTLBGitlab Inc$3.2M0.01%63,022CommonSOLE
00091G104ACVAACV Auctions Inc$3.2M0.01%159,592CommonNONE
808524201SCHXCharles Schwab Investment Management Inc$3.2M0.01%47,519CommonSOLE
693506107PPGPPG Industries Inc$3.2M0.01%24,067CommonSOLE
512816109LAMRLamar Advertising Co$3.2M0.01%23,736CommonSOLE
228368106CCKCROWN HOLDINGS INC$3.2M0.01%32,935CommonNONE
464287432TLTiShares ETFs/USA$3.1M0.01%31,694CommonSOLE
G7709Q104RPRXRoyalty Pharma PLC$3.1M0.01%109,800CommonNONE

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.