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CIBC Private Wealth Group LLC

Q1 2025 · 13F-HR

CIBC Private Wealth Group LLCholdings as filed

Filed 2025-05-14 · accession 0001298088-25-000009

$47.35B
Reported value
3,084
Positions
2025-03-31
Period end
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Holdings as filed

First 500 of 3084

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$2.46B5.19%6,937,468CommonSOLE
037833100AAPLAPPLE INC$1.88B3.97%10,897,899CommonSOLE
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679580100ODFLOLD DOMINION FREIGHT LINE IN$1.29B2.72%8,675,751CommonNONE
67066G104NVDANVIDIA CORPORATION$1.24B2.62%12,886,857CommonSOLE
02079K305GOOGLALPHABET INC$1.15B2.44%7,972,681CommonSOLE
92826C839VVISA INC$965.3M2.04%3,131,282CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$793.9M1.68%1,435,439CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$704.8M1.49%3,250,085CommonSOLE
30303M102METAMETA PLATFORMS INC$599.6M1.27%1,174,698CommonSOLE
02079K107GOOGALPHABET INC$556.4M1.17%3,795,751CommonSOLE
046353108AZNNASTRAZENECA PLC$533.4M1.13%8,218,863CommonSOLE
65339F101NEENEXTERA ENERGY INC$510.2M1.08%7,957,848CommonSOLE
75513E101RTXRTX CORPORATION$504.7M1.07%4,189,942CommonSOLE
002824100ABTABBOTT LABS$496.5M1.05%4,005,824CommonSOLE
036752103ELVELEVANCE HEALTH INC$489.5M1.03%1,136,041CommonSOLE
09260D107BXBLACKSTONE INC$485.5M1.03%4,043,575CommonSOLE
337738108FISVFISERV INC$467.3M0.99%2,389,270CommonSOLE
79466L302CRMSALESFORCE INC$455.5M0.96%1,866,768CommonSOLE
12572Q105CMECME GROUP INC$440.3M0.93%1,726,315CommonSOLE
532457108LLYELI LILLY & CO$423.0M0.89%582,456CommonSOLE
30231G102XOMEXXON MOBIL CORP$411.7M0.87%4,085,890CommonSOLE
06742C723ATMPBARCLAYS BANK PLC$411.5M0.87%15,551,337CommonSOLE
78409V104SPGIS&P GLOBAL INC$404.6M0.85%916,516CommonSOLE
872540109TJXTJX COS INC NEW$402.8M0.85%3,356,086CommonSOLE
922908629VOVANGUARD INDEX FDS$365.2M0.77%1,597,952CommonSOLE
235851102DHRDANAHER CORPORATION$363.5M0.77%2,081,159CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$363.0M0.77%2,394,263CommonSOLE
17275R102CSCOCISCO SYS INC$357.7M0.76%6,724,756CommonSOLE
16411R208LNGCHENIERE ENERGY INC$353.6M0.75%1,723,539CommonSOLE
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580135101MCDMCDONALDS CORP$340.6M0.72%1,135,910CommonSOLE
G54950103LINLINDE PLC$338.5M0.71%818,884CommonSOLE
747525103QCOMQUALCOMM INC$337.7M0.71%2,709,228CommonSOLE
46436E718SGOVISHARES TR$332.5M0.70%3,311,219CommonSOLE
437076102HDHOME DEPOT INC$326.6M0.69%974,244CommonSOLE
907818108UNPUNION PAC CORP$325.1M0.69%1,560,812CommonSOLE
713448108PEPPEPSICO INC$320.7M0.68%2,285,528CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$319.6M0.67%615,573CommonSOLE
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573284106MLMMARTIN MARIETTA MATLS INC$312.6M0.66%690,812CommonSOLE
863667101SYKSTRYKER CORPORATION$301.9M0.64%894,863CommonSOLE
00724F101ADBEADOBE INC$299.8M0.63%881,723CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$297.1M0.63%1,451,613CommonSOLE
98138H101WDAYWORKDAY INC$296.6M0.63%1,409,215CommonSOLE
G87052109TELTE CONNECTIVITY PLC$287.0M0.61%2,346,628CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$278.7M0.59%5,065,933CommonSOLE
464287614IWFISHARES TR$277.5M0.59%866,018CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$273.5M0.58%9,401,349CommonSOLE
443201108HWMHOWMET AEROSPACE INC$269.4M0.57%2,350,643CommonSOLE
254687106DISDISNEY WALT CO$267.1M0.56%3,268,456CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$262.8M0.56%547,627CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$252.3M0.53%601,755CommonSOLE
893641100TDGTRANSDIGM GROUP INC$251.3M0.53%204,030CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$251.3M0.53%907,856CommonSOLE
74340W103PLDPROLOGIS INC.$243.2M0.51%2,709,696CommonSOLE
922908751VBVANGUARD INDEX FDS$235.1M0.50%1,213,660CommonSOLE
29273V100ETENERGY TRANSFER L P$234.5M0.50%14,981,432CommonSOLE
166764100CVXCHEVRON CORP NEW$233.5M0.49%1,705,528CommonSOLE
11135F101AVGOBROADCOM INC$217.0M0.46%1,391,003CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$216.9M0.46%473,987CommonSOLE
09290D101BLKBLACKROCK INC$216.4M0.46%265,301CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$214.5M0.45%3,147,875CommonSOLE
464287200IVVISHARES TR$214.1M0.45%429,325CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$211.1M0.45%428,554CommonSOLE
682680103OKEONEOK INC NEW$208.5M0.44%2,649,529CommonSOLE
464287499IWRISHARES TR$204.0M0.43%2,723,748CommonSOLE
925652109VICIVICI PPTYS INC$198.8M0.42%6,758,850CommonSOLE
46266C105IQVIQVIA HLDGS INC$192.5M0.41%1,332,311CommonSOLE
609207105MDLZMONDELEZ INTL INC$186.1M0.39%2,904,901CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$182.1M0.38%1,215,728CommonSOLE
00287Y109ABBVABBVIE INC$179.9M0.38%1,023,964CommonSOLE
872590104TMUST-MOBILE US INC$176.5M0.37%716,421CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$175.3M0.37%3,428,448CommonSOLE
20825C104COPCONOCOPHILLIPS$174.0M0.37%2,104,889CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$171.6M0.36%1,887,720CommonSOLE
64110L106NFLXNETFLIX INC$171.1M0.36%196,626CommonSOLE
172908105CTASCINTAS CORP$171.1M0.36%900,108CommonSOLE
032095101APHAMPHENOL CORP NEW$170.1M0.36%2,831,770CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$168.2M0.36%3,683,852CommonSOLE
032654105ADIANALOG DEVICES INC$167.4M0.35%1,008,048CommonSOLE
G29183103ETNEATON CORP PLC$158.2M0.33%628,976CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$158.1M0.33%3,438,016CommonSOLE
115236101BROBROWN & BROWN INC$158.0M0.33%1,405,429CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$156.9M0.33%119,263CommonSOLE
922908744VTVVANGUARD INDEX FDS$153.7M0.32%1,000,306CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$150.6M0.32%987,128CommonSOLE
464285204IAUISHARES GOLD TR$149.3M0.32%2,651,774CommonSOLE
03076C106AMPAMERIPRISE FINL INC$144.9M0.31%340,124CommonSOLE
87612G101TRGPTARGA RES CORP$138.9M0.29%865,345CommonSOLE
55336V100MPLXMPLX LP$135.3M0.29%2,898,179CommonSOLE
98978V103ZTSZOETIS INC$134.6M0.28%932,365CommonSOLE
22160N109CSGPCOSTAR GROUP INC$133.8M0.28%1,827,003CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$129.9M0.27%1,857,721CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$124.3M0.26%1,009,029CommonSOLE
58733R102MELIMERCADOLIBRE INC$121.8M0.26%66,715CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$119.2M0.25%240,160CommonSOLE
478160104JNJJOHNSON & JOHNSON$117.8M0.25%785,665CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$113.3M0.24%2,839,805CommonSOLE
37954Y673PAVEGLOBAL X FDS$111.3M0.23%3,293,984CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$110.8M0.23%121,876CommonSOLE
11271J107BNBROOKFIELD CORP$110.5M0.23%2,472,005CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$107.9M0.23%1,190,811CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$106.1M0.22%479,827CommonSOLE
H01301128ALCALCON AG$105.3M0.22%1,249,661CommonSOLE
464287655IWMISHARES TR$105.1M0.22%601,114CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$104.5M0.22%331,467CommonSOLE
369604301GEGE AEROSPACE$104.3M0.22%615,997CommonSOLE
464287622IWBISHARES TR$102.1M0.22%374,850CommonSOLE
303250104FICOFAIR ISAAC CORP$101.7M0.21%60,634CommonSOLE
701094104PHPARKER-HANNIFIN CORP$101.6M0.21%193,282CommonSOLE
74762E102QUREQUANTA SVCS INC$96.6M0.20%394,359CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$96.5M0.20%444,433CommonSOLE
464288612GVIISHARES TR$95.9M0.20%908,581CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$95.9M0.20%477,518CommonSOLE
M7S64H106MNDYMONDAY COM LTD$95.6M0.20%437,796CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$95.1M0.20%305,200CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$95.1M0.20%456,559CommonSOLE
48133Q309AMJBJPMORGAN CHASE FINL CO LLC$93.0M0.20%3,396,366CommonSOLE
031162100AMGNAMGEN INC$92.3M0.19%329,195CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$90.6M0.19%1,022,778CommonSOLE
922908769VTIVANGUARD INDEX FDS$88.3M0.19%362,166CommonSOLE
742718109PGPROCTER AND GAMBLE CO$85.7M0.18%541,235CommonSOLE
03073E105CORCENCORA INC$85.5M0.18%311,071CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$84.6M0.18%269,950CommonSOLE
931142103WMTWALMART INC$84.3M0.18%1,030,783CommonSOLE
464287465EFAISHARES TR$83.4M0.18%1,142,476CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$82.8M0.17%294,336CommonSOLE
09581B103OWLBLUE OWL CAPITAL INC$80.3M0.17%5,039,705CommonSOLE
58933Y105MRKMERCK & CO INC$80.0M0.17%1,013,832CommonSOLE
82452J109FOURSHIFT4 PMTS INC$76.9M0.16%1,045,107CommonSOLE
40415F101HDBHDFC BANK LTD$76.5M0.16%1,198,407CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$75.7M0.16%535,471CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$75.4M0.16%102CommonSOLE
90274D382MLPBUBS AG LONDON BRANCH$75.2M0.16%3,203,463CommonSOLE
42226A107HQYHEALTHEQUITY INC$75.1M0.16%978,314CommonSOLE
726503105PAAPLAINS ALL AMERN PIPELINE L$74.3M0.16%4,633,089CommonSOLE
464287481IWPISHARES TR$73.3M0.15%702,977CommonSOLE
053332102AZOAUTOZONE INC$72.9M0.15%20,830CommonSOLE
366651107ITGARTNER INC$71.8M0.15%190,320CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$71.6M0.15%418,155CommonSOLE
11285B108BEPCBROOKFIELD RENEWABLE CORP$71.1M0.15%2,902,824CommonSOLE
N3167Y103RACEFERRARI N V$67.9M0.14%167,977CommonSOLE
443573100HUBSHUBSPOT INC$66.8M0.14%137,202CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$66.0M0.14%142,705CommonSOLE
46090E103QQQINVESCO QQQ TR$65.4M0.14%157,259CommonSOLE
29444U700EQIXEQUINIX INC$65.2M0.14%88,146CommonSOLE
68389X105ORCLORACLE CORP$64.9M0.14%521,522CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$61.9M0.13%427,741CommonSOLE
892672106TWTRADEWEB MKTS INC$61.7M0.13%491,692CommonSOLE
778296103ROSTROSS STORES INC$61.5M0.13%484,656CommonSOLE
49714P108KNSLKINSALE CAP GROUP INC$61.0M0.13%139,421CommonSOLE
775711104ROLROLLINS INC$58.5M0.12%1,155,179CommonSOLE
82509L107SHOPSHOPIFY INC$58.2M0.12%754,363CommonSOLE
780259305SHELSHELL PLC$57.8M0.12%967,351CommonSOLE
922475108VEEVVEEVA SYS INC$56.9M0.12%271,867CommonSOLE
46284V101IRMIRON MTN INC DEL$56.7M0.12%736,855CommonSOLE
20030N101CMCSACOMCAST CORP NEW$55.9M0.12%1,702,473CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$55.8M0.12%446,250CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$55.3M0.12%361,484CommonSOLE
H1467J104CBCHUBB LIMITED$53.7M0.11%195,222CommonSOLE
05964H105SANBANCO SANTANDER S.A.$53.5M0.11%9,285,923CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$52.0M0.11%1,082,317CommonSOLE
219948106CPAYCORPAY INC$51.1M0.11%180,402CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$50.5M0.11%275,495CommonSOLE
11276H106BIPCBROOKFIELD INFRASTRUCTURE CO$50.0M0.11%1,528,140CommonSOLE
23804L103DDOGDATADOG INC$49.9M0.11%573,586CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$49.8M0.11%215,051CommonSOLE
025816109AXPAMERICAN EXPRESS CO$49.4M0.10%213,597CommonSOLE
464288182AAXJISHARES TR$49.2M0.10%756,819CommonSOLE
882508104TXNTEXAS INSTRS INC$48.7M0.10%333,659CommonSOLE
66987V109NVSNOVARTIS AG$47.7M0.10%467,485CommonSOLE
23345M107DTMDT MIDSTREAM INC$47.5M0.10%535,854CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$47.2M0.10%1,336,458CommonSOLE
05464C101AXONAXON ENTERPRISE INC$46.2M0.10%91,611CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$46.1M0.10%205,511CommonSOLE
969457100WMBWILLIAMS COS INC$44.9M0.09%826,189CommonSOLE
191216100KOCOCA COLA CO$44.6M0.09%652,357CommonSOLE
217204106CPRTCOPART INC$44.1M0.09%807,924CommonSOLE
539439109LYGLLOYDS BANKING GROUP PLC$43.4M0.09%13,065,283CommonSOLE
912008109USFDUS FOODS HLDG CORP$41.7M0.09%689,711CommonSOLE
571903202MARMARRIOTT INTL INC NEW$41.5M0.09%196,764CommonSOLE
G5960L103MDTMEDTRONIC PLC$40.3M0.09%492,516CommonSOLE
464287226AGGISHARES TR$40.2M0.08%411,077CommonSOLE
443510607HUBBHUBBELL INC$40.0M0.08%125,922CommonSOLE
031100100AMEAMETEK INC$39.4M0.08%259,906CommonSOLE
98980G102ZSZSCALER INC$39.2M0.08%221,389CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$37.9M0.08%381,787CommonSOLE
N07059210ASMLASML HOLDING N V$37.6M0.08%63,198CommonSOLE
25746U109DDOMINION ENERGY INC$37.5M0.08%754,209CommonSOLE
45168D104IDXXIDEXX LABS INC$37.4M0.08%103,552CommonSOLE
89677Q107TCOMTRIP COM GROUP LTD$36.5M0.08%699,514CommonSOLE
548661107LOWLOWES COS INC$36.1M0.08%170,405CommonSOLE
G4705A100ICLRICON PLC$36.0M0.08%252,835CommonSOLE
784305104HTOSJW GROUP$35.7M0.08%700,000CommonSOLE
833445109SNOWSNOWFLAKE INC$35.5M0.07%265,972CommonSOLE
344419106FMXFOMENTO ECONOMICO MEXICANO S$35.3M0.07%378,456CommonSOLE
88579Y101MMM3M CO$35.1M0.07%275,753CommonSOLE
835699307SONYSONY GROUP CORP$34.6M0.07%1,622,717CommonSOLE
55354G100MSCIMSCI INC$34.0M0.07%67,047CommonSOLE
252131107DXCMDEXCOM INC$32.6M0.07%537,067CommonSOLE
576485205MTDRMATADOR RES CO$31.9M0.07%870,504CommonNONE
26884L109EQTEQT CORP$31.9M0.07%671,242CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$31.2M0.07%977,284CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$31.1M0.07%142,460CommonSOLE
45857P806IHGINTERCONTINENTAL HOTELS GROU$30.9M0.07%321,961CommonSOLE
25243Q205DEODIAGEO PLC$30.8M0.07%303,136CommonSOLE
30034W106EVRGEVERGY INC$30.8M0.07%477,551CommonSOLE
023608102AEEAMEREN CORP$30.7M0.06%325,324CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$30.4M0.06%66,854CommonSOLE
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617446448MSMORGAN STANLEY$29.6M0.06%295,433CommonSOLE
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136375102CNICANADIAN NATL RY CO$29.5M0.06%317,968CommonSOLE
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088606108BHPBHP GROUP LTD$28.3M0.06%704,764CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$27.5M0.06%84,757CommonSOLE
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016255101ALGNALIGN TECHNOLOGY INC$22.1M0.05%152,827CommonSOLE
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384802104GWWGRAINGER W W INC$19.3M0.04%20,954CommonSOLE
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60937P106MDBMONGODB INC$17.5M0.04%120,173CommonSOLE
87807B107TRPTC ENERGY CORP$17.4M0.04%391,375CommonSOLE
87313P103TXOTXO PARTNERS LP$17.3M0.04%1,059,599CommonSOLE
574599106MASMASCO CORP$17.2M0.04%292,444CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$17.1M0.04%38,647CommonSOLE
82983N108SB9SITIO ROYALTIES CORP$16.9M0.04%1,119,143CommonSOLE
G16258108BEPBROOKFIELD RENEWABLE PARTNER$16.8M0.04%832,364CommonSOLE
89455T109TMCITREACE MED CONCEPTS INC$16.3M0.03%2,293,523CommonSOLE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$16.2M0.03%377,282CommonSOLE
18539C204CWENCLEARWAY ENERGY INC$15.8M0.03%592,151CommonSOLE
464287804IJRISHARES TR$15.8M0.03%174,834CommonSOLE
02215L209KNTKKINETIK HOLDINGS INC$15.8M0.03%376,194CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$15.8M0.03%297,084CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$15.6M0.03%619,968CommonSOLE
758750103RRXREGAL REXNORD CORPORATION$15.6M0.03%165,349CommonSOLE
G16252101BIPBROOKFIELD INFRAST PARTNERS$15.5M0.03%572,938CommonSOLE
78463V107GLDSPDR GOLD TR$15.5M0.03%56,172CommonSOLE
81762P102NOWSERVICENOW INC$15.3M0.03%21,071CommonSOLE
74275K108PCORPROCORE TECHNOLOGIES INC$15.3M0.03%271,330CommonSOLE
464288588MBBISHARES TR$15.2M0.03%164,091CommonSOLE
949746101WMT2WELLS FARGO CO NEW$15.0M0.03%241,203CommonSOLE
95082P105WCCWESCO INTL INC$15.0M0.03%112,546CommonSOLE
060505104BACBANK AMERICA CORP$14.9M0.03%425,321CommonSOLE
02209S103MOALTRIA GROUP INC$14.9M0.03%267,685CommonSOLE
464287473IWSISHARES TR$14.8M0.03%134,123CommonSOLE
98983L108ZWSZURN ELKAY WATER SOLNS CORP$14.8M0.03%517,683CommonSOLE
G7S00T104PNRPENTAIR PLC$14.6M0.03%191,098CommonSOLE
72201R833MINTPIMCO ETF TR$14.5M0.03%144,744CommonSOLE
988498101YUMYUM BRANDS INC$14.4M0.03%101,784CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$14.2M0.03%226,483CommonSOLE
56585A102MPCMARATHON PETE CORP$13.9M0.03%116,895CommonSOLE
18915M107NETCLOUDFLARE INC$13.8M0.03%141,217CommonSOLE
339750101FNDFLOOR & DECOR HLDGS INC$13.7M0.03%196,441CommonSOLE
922908736VUGVANGUARD INDEX FDS$13.5M0.03%41,101CommonSOLE
688239201OSKOSHKOSH CORP$13.3M0.03%168,557CommonSOLE
336433107FSLRFIRST SOLAR INC$13.3M0.03%110,534CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$13.1M0.03%130,725CommonSOLE
922908595VBKVANGUARD INDEX FDS$13.0M0.03%59,316CommonSOLE
291011104EMREMERSON ELEC CO$13.0M0.03%137,599CommonSOLE
88160R101TSLATESLA INC$12.9M0.03%58,368CommonSOLE
428103105HESMHESS MIDSTREAM LP$12.6M0.03%356,364CommonSOLE
94106L109WMWASTE MGMT INC DEL$12.5M0.03%57,717CommonSOLE
452327109ILMNILLUMINA INC$12.5M0.03%177,649CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$12.4M0.03%71,356CommonSOLE
842587107SOSOUTHERN CO$12.3M0.03%141,816CommonSOLE
922908652VXFVANGUARD INDEX FDS$12.1M0.03%80,215CommonSOLE
244199105DEDEERE & CO$11.7M0.02%28,365CommonSOLE
536797103LADLITHIA MTRS INC$11.3M0.02%41,549CommonSOLE
149123101CATCATERPILLAR INC$11.2M0.02%40,999CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$11.2M0.02%190,899CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$11.2M0.02%152,317CommonSOLE
91913Y100VLOVALERO ENERGY CORP$11.0M0.02%104,239CommonSOLE
464288414MUBISHARES TR$10.6M0.02%103,625CommonSOLE
231021106CMICUMMINS INC$10.5M0.02%39,315CommonSOLE
718172109PMPHILIP MORRIS INTL INC$10.5M0.02%70,036CommonSOLE
88339Y102EAGL2023 ETF SERIES TRUST$10.4M0.02%412,587CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$10.3M0.02%46,484CommonSOLE
464288646IGSBISHARES TR$10.2M0.02%197,323CommonSOLE
03674X106ARANTERO RESOURCES CORP$10.2M0.02%316,646CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$10.1M0.02%2,421CommonSOLE
743315103PGRPROGRESSIVE CORP$9.9M0.02%37,926CommonSOLE
706327103PBAPEMBINA PIPELINE CORP$9.9M0.02%279,426CommonSOLE
018802108LNTALLIANT ENERGY CORP$9.7M0.02%164,195CommonSOLE
92204A702VGTVANGUARD WORLD FD$9.6M0.02%20,414CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$9.5M0.02%45,470CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$9.4M0.02%81,698CommonSOLE
379577208GMEDGLOBUS MED INC$9.3M0.02%136,118CommonSOLE
37637K108GTLBGITLAB INC$9.3M0.02%230,085CommonSOLE
090572207BIOBIO RAD LABS INC$9.1M0.02%41,410CommonSOLE
464287721IYWISHARES TR$9.0M0.02%73,360CommonSOLE
464288638IGIBISHARES TR$8.8M0.02%172,146CommonSOLE
458140100INTCINTEL CORP$8.8M0.02%487,433CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$8.7M0.02%42,257CommonSOLE
M98068105WIXWIX COM LTD$8.7M0.02%57,859CommonSOLE
097023105BABOEING CO$8.6M0.02%62,010CommonSOLE
G0403H108AONAON PLC$8.6M0.02%23,902CommonSOLE
830566105SKAASKECHERS U S A INC$8.6M0.02%188,964CommonSOLE
04010L103ARCCARES CAPITAL CORP$8.4M0.02%442,588CommonSOLE
464287689IWVISHARES TR$8.3M0.02%29,538CommonSOLE
654106103NKENIKE INC$8.2M0.02%154,683CommonSOLE
69331C108PCGPG&E CORP$8.0M0.02%501,982CommonSOLE
55445L100MNRMACH NATURAL RESOURCES LP$8.0M0.02%600,000CommonSOLE
78464A508SPYVSPDR SER TR$7.9M0.02%175,512CommonSOLE
46434G772EWTISHARES INC$7.9M0.02%192,500CommonSOLE
817565104SCISERVICE CORP INTL$7.7M0.02%105,027CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$7.6M0.02%181,361CommonSOLE
902973304USBUS BANCORP DEL$7.6M0.02%209,556CommonSOLE
233331107DTEDTE ENERGY CO$7.6M0.02%59,517CommonSOLE
464287309IVWISHARES TR$7.6M0.02%91,317CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$7.4M0.02%41,149CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$7.4M0.02%110,023CommonSOLE
71424F105PRPERMIAN RESOURCES CORP$7.3M0.02%702,514CommonSOLE
456941103INRINFINITY NAT RES INC$7.2M0.02%480,500CommonSOLE
00206R102TAT&T INC$7.2M0.02%273,525CommonSOLE
464287168DVYISHARES TR$7.2M0.02%60,437CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$7.0M0.01%69,128CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$7.0M0.01%90,136CommonSOLE
G3730V105FTAIFTAI AVIATION LTD$6.9M0.01%77,218CommonSOLE
31428X106FDXFEDEX CORP$6.8M0.01%34,331CommonSOLE
311900104FASTFASTENAL CO$6.7M0.01%94,559CommonSOLE
464287630IWNISHARES TR$6.7M0.01%51,054CommonSOLE
58155Q103MCKMCKESSON CORP$6.6M0.01%10,168CommonSOLE
78464A763SDYSPDR SER TR$6.5M0.01%53,340CommonSOLE
46138E743PXFINVESCO EXCH TRADED FD TR II$6.4M0.01%139,147CommonSOLE
03676B102AMANTERO MIDSTREAM CORP$6.4M0.01%403,030CommonSOLE
86765K109SUNSUNOCO LP/SUNOCO FIN CORP$6.3M0.01%125,189CommonSOLE
40412C101HCAHCA HEALTHCARE INC$6.3M0.01%18,934CommonSOLE
46429B655FLOTISHARES TR$6.3M0.01%125,253CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$6.2M0.01%13,210CommonSOLE
37959E102GLGLOBE LIFE INC$6.1M0.01%54,215CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$6.0M0.01%108,511CommonSOLE
G6683N103NUNU HLDGS LTD$6.0M0.01%599,238CommonSOLE
464287648IWOISHARES TR$5.9M0.01%26,127CommonSOLE
89832Q109TFCTRUIST FINL CORP$5.8M0.01%167,170CommonSOLE
464288372IGFISHARES TR$5.8M0.01%114,613CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$5.8M0.01%14,596CommonSOLE
46187W107INVHINVITATION HOMES INC$5.7M0.01%187,621CommonSOLE
358054104FRSHFRESHWORKS INC$5.7M0.01%471,725CommonSOLE
72651A207PAGPPLAINS GP HLDGS L P$5.7M0.01%327,904CommonSOLE
92939U106WECWEC ENERGY GROUP INC$5.6M0.01%54,489CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$5.6M0.01%71,502CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$5.6M0.01%10,662CommonSOLE
00508Y102AYIACUITY INC$5.6M0.01%24,902CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$5.5M0.01%124,367CommonSOLE
704326107PAYXPAYCHEX INC$5.4M0.01%39,719CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$5.4M0.01%100,236CommonSOLE
21874A106CORZCORE SCIENTIFIC INC NEW$5.4M0.01%824,891CommonSOLE
942622200WSOWATSCO INC$5.2M0.01%11,333CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$5.2M0.01%119,318CommonSOLE
464286772EWYISHARES INC$5.1M0.01%105,265CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$5.1M0.01%69,197CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$5.0M0.01%206,721CommonSOLE
33848E106PFOFLAHERTY & CRUMRINE PFD INCO$5.0M0.01%588,511CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$5.0M0.01%70,197CommonSOLE
36828A101GEVGE VERNOVA INC$4.9M0.01%17,163CommonSOLE
040413205ANETARISTA NETWORKS INC$4.8M0.01%69,583CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$4.8M0.01%36,227CommonSOLE
199908104FIXCOMFORT SYS USA INC$4.8M0.01%15,443CommonSOLE
18539C105NY4BCLEARWAY ENERGY INC$4.8M0.01%192,774CommonSOLE
10576N102BRZEBRAZE INC$4.8M0.01%160,811CommonSOLE
05603J108BKVBKV CORP$4.8M0.01%300,200CommonSOLE
375558103GILDGILEAD SCIENCES INC$4.7M0.01%45,469CommonSOLE
126650100CVSCVS HEALTH CORP$4.7M0.01%69,310CommonSOLE
001055102AFLAFLAC INC$4.7M0.01%46,974CommonSOLE
22266T109CPNGCOUPANG INC$4.7M0.01%234,782CommonSOLE
338480106PFDFLAHERTY & CRUMRINE PFD INCO$4.6M0.01%441,364CommonSOLE
00436Q106ACELACCEL ENTERTAINMENT INC$4.6M0.01%457,786CommonSOLE
98419M100XYLXYLEM INC$4.5M0.01%44,159CommonSOLE
009066101ABNBAIRBNB INC$4.5M0.01%42,536CommonSOLE
922908553VNQVANGUARD INDEX FDS$4.5M0.01%56,161CommonSOLE
92552R406PRSUPURSUIT ATTRACTIONS AND HOSP$4.5M0.01%150,418CommonNONE
46432F842IEFAISHARES TR$4.5M0.01%65,689CommonSOLE
19239V302CCOICOGENT COMMUNICATIONS HLDGS$4.4M0.01%87,812CommonSOLE
297178105ESSESSEX PPTY TR INC$4.4M0.01%17,405CommonSOLE
464288687PFFISHARES TR$4.4M0.01%151,294CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$4.4M0.01%349,557CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$4.3M0.01%18,302CommonSOLE
052769106ADSKAUTODESK INC$4.3M0.01%18,103CommonSOLE
464287457SHYISHARES TR$4.3M0.01%52,171CommonSOLE
922908538VOTVANGUARD INDEX FDS$4.3M0.01%19,915CommonSOLE
370334104GISGENERAL MLS INC$4.2M0.01%73,982CommonSOLE
911363109URIUNITED RENTALS INC$4.2M0.01%7,556CommonSOLE
833034101SNASNAP ON INC$4.2M0.01%13,427CommonSOLE
41068X100HASIHA SUSTAINABLE INFRA CAP INC$4.1M0.01%170,706CommonSOLE
921910840MGVVANGUARD WORLD FD$4.1M0.01%35,856CommonNONE
126408103CSXCSX CORP$4.1M0.01%154,027CommonSOLE
009158106APDAIR PRODS & CHEMS INC$4.1M0.01%16,309CommonSOLE
464287408IVEISHARES TR$4.0M0.01%23,974CommonSOLE
83444M101SOLVSOLVENTUM CORP$4.0M0.01%63,720CommonSOLE
98980F104GTMZOOMINFO TECHNOLOGIES INC$4.0M0.01%537,763CommonSOLE
904708104UNFUNIFIRST CORP MASS$4.0M0.01%24,446CommonSOLE
904767704UNILEVER PLC$3.9M0.01%68,216CommonSOLE
25459Y694FASDIREXION SHS ETF TR$3.9M0.01%37,124CommonSOLE
680223104ORIOLD REP INTL CORP$3.9M0.01%110,383CommonSOLE
29476L107EQREQUITY RESIDENTIAL$3.9M0.01%63,079CommonSOLE
871829107SYYSYSCO CORP$3.9M0.01%56,795CommonSOLE
840441109SSBUSDSOUTHSTATE CORPORATION$3.8M0.01%47,152CommonSOLE
78464A284HYMBSPDR SER TR$3.8M0.01%157,022CommonSOLE
92338C103VLTOVERALTO CORP$3.7M0.01%43,376CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$3.6M0.01%46,906CommonSOLE
922908512VOEVANGUARD INDEX FDS$3.6M0.01%25,344CommonSOLE
464288513HYGISHARES TR$3.5M0.01%46,272CommonSOLE
230215105CULPCULP INC$3.5M0.01%879,844CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$3.5M0.01%9,257CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$3.5M0.01%23,443CommonSOLE
46137V266RPGINVESCO EXCHANGE TRADED FD T$3.5M0.01%101,925CommonSOLE
958102105WDCWESTERN DIGITAL CORP$3.4M0.01%108,662CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC$3.4M0.01%110,960CommonNONE
053611109AVYAVERY DENNISON CORP$3.4M0.01%21,358CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$3.4M0.01%42,367CommonSOLE
703343103PATKPATRICK INDS INC$3.4M0.01%45,701CommonSOLE
98850P109YUMCYUM CHINA HLDGS INC$3.4M0.01%77,141CommonSOLE
594972408MSTRMICROSTRATEGY INC$3.4M0.01%14,194CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$3.4M0.01%18,009CommonSOLE
806857108SLBSCHLUMBERGER LTD$3.3M0.01%104,781CommonSOLE
00091G104ACVAACV AUCTIONS INC$3.3M0.01%257,665CommonNONE
260003108DOVDOVER CORP$3.3M0.01%21,842CommonSOLE
237266101DARDARLING INGREDIENTS INC$3.3M0.01%119,391CommonSOLE
46138E727PXHINVESCO EXCH TRADED FD TR II$3.3M0.01%173,438CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$3.1M0.01%6,384CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$3.1M0.01%46,622CommonSOLE
92204A504VHTVANGUARD WORLD FD$3.1M0.01%12,927CommonSOLE
33733E500QCLNFIRST TR EXCHANGE-TRADED FD$3.1M0.01%126,838CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$3.1M0.01%6,562CommonSOLE
172967424CCITIGROUP INC$3.1M0.01%52,046CommonSOLE
68278B107K4FONESTREAM INC$3.1M0.01%170,168CommonSOLE
038222105AMATAPPLIED MATLS INC$3.0M0.01%23,390CommonSOLE
929740108WABWABTEC$3.0M0.01%18,797CommonSOLE
020002101ALLALLSTATE CORP$3.0M0.01%16,392CommonSOLE
02128L106ALTGALTA EQUIPMENT GROUP INC$3.0M0.01%761,164CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$3.0M0.01%21,352CommonSOLE
N14506104ESTCELASTIC N V$3.0M0.01%40,581CommonSOLE
744320102PRUPRUDENTIAL FINL INC$3.0M0.01%31,286CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$3.0M0.01%44,692CommonSOLE
92840M102VSTVISTRA CORP$3.0M0.01%28,935CommonSOLE
50012A108KGSKODIAK GAS SVCS INC$2.9M0.01%96,982CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$2.9M0.01%147,910CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$2.9M0.01%14,904CommonSOLE
78468R853SPSMSPDR SER TR$2.9M0.01%80,887CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$2.9M0.01%85,046CommonSOLE
761152107RMDRESMED INC$2.8M0.01%13,803CommonSOLE
G4412G101HLFHERBALIFE LTD$2.8M0.01%398,549CommonNONE
14040H105COFCAPITAL ONE FINL CORP$2.8M0.01%18,090CommonSOLE
760125104RTORENTOKIL INITIAL PLC$2.7M0.01%138,121CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$2.7M0.01%20,519CommonSOLE
084423102WRBBERKLEY W R CORP$2.7M0.01%41,383CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$2.7M0.01%38,242CommonSOLE
87612E106TGTTARGET CORP$2.7M0.01%30,241CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$2.7M0.01%41,210CommonSOLE
512807306LRCXLAM RESEARCH CORP$2.7M0.01%44,386CommonSOLE
921910816MGKVANGUARD WORLD FD$2.7M0.01%9,745CommonSOLE
427866108HSYHERSHEY CO$2.7M0.01%16,657CommonSOLE
808524102SCHBSCHWAB STRATEGIC TR$2.6M0.01%136,915CommonSOLE
37045V100GMGENERAL MTRS CO$2.6M0.01%61,313CommonNONE
209115104EDCONSOLIDATED EDISON INC$2.6M0.01%24,498CommonSOLE

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.