MondegarAI
BROWN ADVISORY INC

Q1 2026 · 13F-HR

BROWN ADVISORY INCholdings as filed

Filed 2026-05-15 · accession 0001345929-26-000028

$60.86B
Reported value
1,393
Positions
2026-03-31
Period end
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The Brief · BROWN ADVISORY INC · Q1 2026

AI · grounded in 13F

BROWN ADVISORY INC significantly increased its position in MELI, raising its share count by 1,462.42%. The fund also accumulated shares in PANW and CTAS, increasing those positions by 1,138.53% and 118.24% respectively. On the sell side, the fund trimmed its holdings in INTU by 55.72% and PGR by 47.37%. Total assets under management stood at $60.86B across 1,393 positions.

Holdings as filed

First 500 of 1393

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$3.60B5.91%9,717,825CommonSOLE
92826C839VVISA INC$2.30B3.77%7,595,390CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$2.08B3.41%6,140,795CommonSOLE
02079K107GOOGALPHABET INC$1.94B3.19%6,764,340CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$1.74B2.87%3,490,102CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.70B2.79%9,740,662CommonSOLE
023135106AMZNAMAZON COM INC$1.59B2.62%7,644,464CommonSOLE
00775Y322BAFEADVISORS INNER CIRCLE FD III$1.42B2.34%56,200,198CommonSOLE
464287200IVVISHARES TR$1.12B1.85%1,721,246CommonSOLE
037833100AAPLAPPLE INC$1.02B1.67%4,014,257CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$859.2M1.41%9,142,065CommonSOLE
11135F101AVGOBROADCOM INC$750.7M1.23%2,425,317CommonSOLE
87975E826DSPYTEMA ETF TRUST$749.9M1.23%13,145,432CommonSOLE
369604301GEGE AEROSPACE$744.6M1.22%2,624,001CommonSOLE
922908769VTIVANGUARD INDEX FDS$708.7M1.16%2,209,084CommonSOLE
294429105EFXEQUIFAX INC$657.0M1.08%3,648,819CommonSOLE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$630.0M1.04%968,768CommonSOLE
052769106ADSKAUTODESK INC$614.0M1.01%2,564,864CommonSOLE
02079K305GOOGLALPHABET INC$594.8M0.98%2,068,419CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$585.0M0.96%1,268,966CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$562.9M0.93%7,029,512CommonSOLE
48251W104KKRKKR & CO INC$558.1M0.92%6,032,964CommonSOLE
235851102DHRDANAHER CORP DEL$554.9M0.91%2,926,636CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$509.3M0.84%2,183,407CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$506.8M0.83%120,372CommonSOLE
30303M102METAMETA PLATFORMS INC$495.9M0.81%866,719CommonSOLE
98978V103ZTSZOETIS INC$495.1M0.81%4,188,438CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$492.7M0.81%4,974,027CommonSOLE
461202103INTUINTUIT$486.4M0.80%1,124,863CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$485.2M0.80%1,012,512CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$455.8M0.75%8,093,705CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$455.7M0.75%6,335,177CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$452.0M0.74%932,151CommonSOLE
N07059210ASMLASML HLDG NV$436.6M0.72%330,565CommonSOLE
053332102AZOAUTOZONE INC$419.5M0.69%124,201CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$415.4M0.68%379,897CommonSOLE
58733R102MELIMERCADOLIBRE INC$415.0M0.68%240,019CommonSOLE
00775Y272BASGADVISORS INNER CIRCLE FD III$387.3M0.64%17,045,458CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$358.9M0.59%1,220,005CommonSOLE
88339Y102EAGL2023 ETF SERIES TRUST$353.1M0.58%11,607,059CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$342.3M0.56%1,580,307CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$336.1M0.55%1,340,877CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$332.7M0.55%1,197,183CommonSOLE
23804L103DDOGDATADOG INC$331.4M0.54%2,807,433CommonSOLE
172908105CTASCINTAS CORP$320.5M0.53%1,894,787CommonSOLE
79589L106IOTSAMSARA INC$320.0M0.53%10,098,893CommonSOLE
00775Y264BASVADVISORS INNER CIRCLE FD III$318.5M0.52%11,820,173CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$316.6M0.52%317,765CommonSOLE
30231G102XOMEXXON MOBIL CORP$313.2M0.51%1,846,002CommonSOLE
743315103PGRPROGRESSIVE CORP$307.2M0.50%1,549,684CommonSOLE
009066101ABNBAIRBNB INC$290.5M0.48%2,300,743CommonSOLE
278865100ECLECOLAB INC$288.5M0.47%1,084,615CommonSOLE
G0176J109ALLEALLEGION PLC$282.2M0.46%1,942,601CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$280.2M0.46%1,747,857CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$276.2M0.45%1,700,377CommonSOLE
922908363VOOVANGUARD INDEX FDS$270.2M0.44%452,121CommonSOLE
92338C103VLTOVERALTO CORP$266.0M0.44%3,008,109CommonSOLE
98138H101WDAYWORKDAY INC$252.0M0.41%1,939,286CommonSOLE
833445109SNOWSNOWFLAKE INC$246.6M0.41%1,634,938CommonSOLE
478160104JNJJOHNSON & JOHNSON$244.4M0.40%999,639CommonSOLE
464287655IWMISHARES TR$243.5M0.40%981,679CommonSOLE
40415F101HDBHDFC BANK LTD$238.0M0.39%9,564,490CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$215.5M0.35%2,869,966CommonSOLE
464287614IWFISHARES TR$214.1M0.35%502,077CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$212.9M0.35%1,951,264CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$212.1M0.35%986,330CommonSOLE
675232102OIIOCEANEERING INTL INC$205.3M0.34%5,788,601CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$195.2M0.32%721,553CommonSOLE
911363109URIUNITED RENTALS INC$194.4M0.32%266,803CommonSOLE
00287Y109ABBVABBVIE INC$190.2M0.31%874,731CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$185.1M0.30%2,799,806CommonSOLE
060505104BACBANK AMERICA CORP$183.2M0.30%3,758,318CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$182.1M0.30%948,859CommonSOLE
82509L107SHOPSHOPIFY INC$176.8M0.29%1,490,532CommonSOLE
032654105ADIANALOG DEVICES INC$176.6M0.29%555,192CommonSOLE
872540109TJXTJX COS INC NEW$174.6M0.29%1,093,126CommonSOLE
887389104TKRTIMKEN CO$172.3M0.28%1,712,816CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC D$164.2M0.27%87,124CommonSOLE
464287804IJRISHARES TR$163.0M0.27%1,310,877CommonSOLE
58933Y105MRKMERCK & CO INC$161.3M0.27%1,341,293CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$158.3M0.26%540,600CommonSOLE
464287598IWDISHARES TR$157.9M0.26%738,840CommonSOLE
81762P102NOWSERVICENOW INC$152.8M0.25%1,461,173CommonSOLE
464287887IJTISHARES TR$151.3M0.25%1,045,467CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$146.1M0.24%480,484CommonSOLE
548661107LOWLOWES COS INC$145.0M0.24%613,577CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$141.8M0.23%1,025,373CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$141.5M0.23%197CommonSOLE
482480100KLACKLA CORP$141.0M0.23%95,741CommonSOLE
46429B267GOVTISHARES TR$139.8M0.23%6,100,423CommonSOLE
09260D107BXBLACKSTONE INC$135.5M0.22%1,177,958CommonSOLE
64110L106NFLXNETFLIX INC.$131.9M0.22%1,371,425CommonSOLE
742718109PGPROCTER & GAMBLE CO$131.6M0.22%910,970CommonSOLE
609207105MDLZMONDELEZ INTL INC$127.3M0.21%2,209,254CommonSOLE
11276H106BIPCBROOKFIELD INFRASTRUCTURE CO$122.3M0.20%3,095,540CommonSOLE
42226A107HQYHEALTHEQUITY INC$118.1M0.19%1,412,784CommonSOLE
G0260P102ASAMER SPORTS INC$117.4M0.19%3,565,934CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$111.6M0.18%1,162,478CommonSOLE
532457108LLYELI LILLY & CO$109.8M0.18%119,391CommonSOLE
78463V107GLDSPDR GOLD TR$105.8M0.17%245,846CommonSOLE
743606105PBPROSPERITY BANCSHARES INC$105.2M0.17%1,565,282CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$101.9M0.17%1,589,470CommonSOLE
29355X107NPOENPRO INC$100.2M0.16%399,824CommonSOLE
437076102HDHOME DEPOT INC$99.5M0.16%302,493CommonSOLE
78409V104SPGIS&P GLOBAL INC$97.4M0.16%229,023CommonSOLE
464287465EFAISHARES TR$97.3M0.16%1,001,755CommonSOLE
12510Q100CCCCCC INTELLIGENT SOLUTIONS HL$97.2M0.16%16,192,083CommonSOLE
46434G103IEMGISHARES INC$97.1M0.16%1,392,402CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$97.0M0.16%1,288,568CommonSOLE
464288257ACWIISHARES TR$95.8M0.16%692,578CommonSOLE
268150109DTDYNATRACE INC$94.4M0.16%2,553,198CommonSOLE
10950A106BTSGBRIGHTSPRING HEALTH SVCS INC$92.3M0.15%2,166,725CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$88.6M0.15%317,385CommonSOLE
G31249108ESTAESTABLISHMENT LABS HLDGS INC$86.7M0.14%1,526,872CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$85.4M0.14%205,021CommonSOLE
368736104GNRCGENERAC HLDGS INC$85.3M0.14%436,736CommonSOLE
17275R102CSCOCISCO SYS INC$84.6M0.14%1,090,028CommonSOLE
912008109USFDUS FOODS HLDG CORP$84.3M0.14%914,483CommonSOLE
46090E103QQQINVESCO QQQ TR$83.3M0.14%144,306CommonSOLE
806857108SLBSLB LIMITED$83.2M0.14%1,619,311CommonSOLE
025816109AXPAMERICAN EXPRESS CO$82.1M0.13%271,473CommonSOLE
92204A702VGTVANGUARD WORLD FD$81.0M0.13%116,061CommonSOLE
87422Q109TLNTALEN ENERGY CORP$79.7M0.13%249,555CommonSOLE
231561101CWCURTISS WRIGHT CORP$78.1M0.13%114,642CommonSOLE
46432F842IEFAISHARES TR$77.7M0.13%857,798CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$77.1M0.13%394,718CommonSOLE
09073M104TECHBIO-TECHNE CORP$75.8M0.12%1,451,048CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$75.5M0.12%1,397,623CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$74.4M0.12%434,105CommonSOLE
85423L103SAROSTANDARDAERO INC$74.0M0.12%2,864,638CommonSOLE
803054204SAPSAP SE$73.1M0.12%427,152CommonSOLE
452327109ILMNILLUMINA INC$73.0M0.12%592,376CommonSOLE
464287622IWBISHARES TR$72.7M0.12%203,909CommonSOLE
29362U104ENTGENTEGRIS INC$72.4M0.12%617,806CommonSOLE
45688C107NGVTINGEVITY CORP$70.7M0.12%992,016CommonSOLE
78467Y107MDYSTATE STR SPDR S&P MIDCAP 40$68.7M0.11%111,398CommonSOLE
808524102SCHBSCHWAB STRATEGIC TR$68.0M0.11%2,711,077CommonSOLE
920253101VMIVALMONT INDS INC$68.0M0.11%170,195CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$67.9M0.11%279,947CommonSOLE
29261A100EHCENCOMPASS HEALTH CORP$67.0M0.11%693,149CommonSOLE
033853102ANDGANDERSEN GROUP INC$66.3M0.11%2,439,328CommonSOLE
00775Y249BAIVADVISORS INNER CIRCLE FD III$66.3M0.11%2,780,270CommonSOLE
872590104TMUST-MOBILE US INC$65.9M0.11%313,634CommonSOLE
26969P108EXPEAGLE MATLS INC$65.0M0.11%343,276CommonSOLE
518415104LSCCLATTICE SEMICONDUCTOR CORP$65.0M0.11%700,738CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$64.9M0.11%433,818CommonSOLE
74316P579AKREPROFESIONALLY MANAGED PORTFO$64.4M0.11%1,219,004CommonSOLE
116794108BRKRBRUKER CORP$64.3M0.11%1,780,528CommonSOLE
422806208HEI/AHEICO CORP NEW$63.6M0.10%301,118CommonSOLE
48238T109OPLNOPENLANE INC$63.2M0.10%2,167,305CommonSOLE
G6564A105NOMDNOMAD FOODS LTD$62.6M0.10%6,517,712CommonSOLE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$62.3M0.10%234,987CommonSOLE
27923Q109ECVTECOVYST INC$62.3M0.10%4,842,174CommonSOLE
149123101CATCATERPILLAR INC$62.0M0.10%87,574CommonSOLE
11040G103VTOLBRISTOW GROUP INC$61.3M0.10%1,307,856CommonSOLE
45168D104IDXXIDEXX LABS INC$60.7M0.10%108,049CommonSOLE
464287689IWVISHARES TR$59.5M0.10%160,437CommonSOLE
91347P105OLEDUNIVERSAL DISPLAY CORP$59.4M0.10%648,267CommonSOLE
G2717C106CWKCUSHMAN AND WAKEFIELD LTD$58.9M0.10%4,803,523CommonSOLE
191216100KOCOCA COLA CO$58.6M0.10%770,994CommonSOLE
75513E101RTXRTX CORPORATION$58.1M0.10%301,026CommonSOLE
713448108PEPPEPSICO INC$57.3M0.09%369,026CommonSOLE
359694106FULFULLER H B CO$56.7M0.09%919,133CommonSOLE
626755102MUSAMURPHY USA INC$56.2M0.09%113,843CommonSOLE
25434V500DFASDIMENSIONAL ETF TRUST$56.2M0.09%790,065CommonSOLE
904767803ULUNILEVER PLC$55.8M0.09%979,488CommonSOLE
000360206AAONAAON INC$55.7M0.09%672,849CommonSOLE
03076C106AMPAMERIPRISE FINL INC$55.6M0.09%125,022CommonSOLE
33767E202FSVFIRSTSERVICE CORP NEW$55.5M0.09%399,181CommonSOLE
379378201GNLGLOBAL NET LEASE INC$55.3M0.09%5,905,422CommonSOLE
109194100BFAMBRIGHT HORIZONS FAM SOL IN D$55.1M0.09%670,389CommonSOLE
464287648IWOISHARES TR$54.6M0.09%174,091CommonSOLE
67000B104NOVTNOVANTA INC$54.2M0.09%458,542CommonSOLE
147528103CASYCASEYS GEN STORES INC$54.1M0.09%74,368CommonSOLE
260003108DOVDOVER CORP$54.0M0.09%259,041CommonSOLE
835495102SONSONOCO PRODS CO$53.9M0.09%995,739CommonSOLE
172967424CCITIGROUP INC$53.8M0.09%474,699CommonSOLE
553498106MSAMSA SAFETY INC$52.9M0.09%322,450CommonSOLE
002824100ABTABBOTT LABORATORIES$52.6M0.09%512,761CommonSOLE
05464C101AXONAXON ENTERPRISE INC$52.6M0.09%123,843CommonSOLE
G54950103LINLINDE PLC$52.5M0.09%105,990CommonSOLE
929160109VMCVULCAN MATLS CO$52.2M0.09%191,797CommonSOLE
60646V105MCWMISTER CAR WASH INC$52.2M0.09%7,486,309CommonSOLE
516544103LNTHLANTHEUS HLDGS INC$52.2M0.09%687,607CommonSOLE
829073105SSDSIMPSON MFG INC$52.1M0.09%303,624CommonSOLE
89214P109TOWNTOWNEBANK PORTSMOUTH VA$51.9M0.09%1,540,529CommonSOLE
147448104CWSTCASELLA WASTE SYS INC$51.5M0.08%649,492CommonSOLE
63001N106NATLNCR ATLEOS CORPORATION$51.2M0.08%1,175,419CommonSOLE
48282T104KAIKADANT INC$50.4M0.08%172,465CommonSOLE
136375102CNICANADIAN NATL RY CO$50.3M0.08%489,824CommonSOLE
277276101EGPEASTGROUP PPTYS INC$50.1M0.08%270,555CommonSOLE
680033107ONBOLD NATL BANCORP IND$49.8M0.08%2,254,387CommonSOLE
82982T106SITMSITIME CORP$49.3M0.08%142,898CommonSOLE
05969A105TBBKBANCORP INC DEL$49.3M0.08%916,787CommonSOLE
166764100CVXCHEVRON CORPORATION$49.0M0.08%236,614CommonSOLE
126501105CTSCTS CORP$48.8M0.08%1,021,651CommonSOLE
929328102WSFSWSFS FINL CORP$48.8M0.08%744,889CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$47.7M0.08%234,652CommonSOLE
40145W101GRDNGUARDIAN PHARMACY SVCS INC$47.4M0.08%1,259,174CommonSOLE
82982L103SITESITEONE LANDSCAPE SUPPLY INC$46.9M0.08%352,669CommonSOLE
931142103WMTWALMART INC$46.8M0.08%376,661CommonSOLE
032095101APHAMPHENOL CORP$46.5M0.08%367,934CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$46.3M0.08%513,172CommonSOLE
968223206WLYWILEY JOHN & SONS INC$46.1M0.08%1,209,416CommonSOLE
G8060N102STSENSATA TECHNOLOGIES HLDG PL$46.0M0.08%1,304,889CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$45.4M0.07%92,433CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$44.3M0.07%133,953CommonSOLE
031162100AMGNAMGEN INC$43.2M0.07%122,883CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$42.9M0.07%202,880CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$42.8M0.07%384,125CommonSOLE
264147109DCODUCOMMUN INC DEL$42.6M0.07%349,286CommonSOLE
580135101MCDMCDONALDS CORP$42.5M0.07%136,723CommonSOLE
92047W101VVVVALVOLINE INC$41.9M0.07%1,242,970CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$41.6M0.07%209,865CommonSOLE
78473E103SPXCSPX TECHNOLOGIES INC$41.3M0.07%206,411CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$40.6M0.07%1,877,165CommonSOLE
G4863A108BRSLBRIGHTSTAR LOTTERY PLC$40.6M0.07%3,183,655CommonSOLE
23282W605CYTKCYTOKINETICS INC$40.5M0.07%614,655CommonSOLE
464287630IWNISHARES TR$40.2M0.07%212,189CommonSOLE
G81276100SIGSIGNET JEWELERS LIMITED$39.9M0.07%471,987CommonSOLE
G9618E107WTMWHITE MTNS INS GROUP LTD$39.2M0.06%17,844CommonSOLE
922908736VUGVANGUARD INDEX FDS$39.1M0.06%89,444CommonSOLE
20030N101CMCSACOMCAST CORP NEW$38.9M0.06%1,356,454CommonSOLE
486606106KYNKAYNE ANDERSON ENERGY INFRST$38.5M0.06%2,694,920CommonSOLE
27627N105EBCEASTERN BANKSHARES INC$38.4M0.06%1,963,555CommonSOLE
70202L102PSNPARSONS CORP DEL$38.0M0.06%701,984CommonSOLE
422806109HEIHEICO CORP NEW$37.8M0.06%137,722CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$37.6M0.06%510,772CommonSOLE
942622200WSOWATSCO INC$37.4M0.06%102,900CommonSOLE
98983L108ZWSZURN ELKAY WATER SOLNS CORP$36.9M0.06%822,625CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$36.4M0.06%221,799CommonSOLE
464287499IWRISHARES TR$36.3M0.06%373,719CommonSOLE
68389X105ORCLORACLE CORP$36.3M0.06%246,995CommonSOLE
375558103GILDGILEAD SCIENCES INC$35.7M0.06%256,313CommonSOLE
038222105AMATAPPLIED MATLS INC$35.4M0.06%103,484CommonSOLE
739276103POWIPOWER INTEGRATIONS INC$35.2M0.06%686,834CommonSOLE
302941109FCNFTI CONSULTING INC$34.5M0.06%195,208CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS$34.4M0.06%588,276CommonSOLE
440327104HMNHORACE MANN EDUCATORS CORP N$34.4M0.06%806,855CommonSOLE
G52441105KMTSKESTRA MED TECHNOLOGIES LTD$34.4M0.06%1,723,730CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$33.8M0.06%1,007,596CommonSOLE
36828A101GEVGE VERNOVA INC$33.5M0.06%38,420CommonSOLE
464286392URTHISHARES INC$33.5M0.06%186,041CommonSOLE
893641100TDGTRANSDIGM GROUP INC$33.3M0.05%28,733CommonSOLE
G0585R106AGOASSURED GUARANTY LTD$33.0M0.05%404,935CommonSOLE
552848103MTGMGIC INVT CORP WIS$32.6M0.05%1,243,049CommonSOLE
45167R104IEXIDEX CORP$32.5M0.05%171,334CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$32.1M0.05%376,547CommonSOLE
922908744VTVVANGUARD INDEX FDS$31.8M0.05%162,322CommonSOLE
736508847PORPORTLAND GEN ELEC CO$31.8M0.05%603,292CommonSOLE
298736109EEFTEURONET WORLDWIDE INC$31.6M0.05%476,650CommonSOLE
922908629VOVANGUARD INDEX FDS$31.5M0.05%109,551CommonSOLE
05350V106AVNSAVANOS MED INC$31.3M0.05%2,231,198CommonSOLE
00404A109ACHCACADIA HEALTHCARE COMPANY IN$31.2M0.05%1,335,454CommonSOLE
44930G107ICUIICU MED INC$31.2M0.05%241,770CommonSOLE
464287440IEFISHARES TR$31.0M0.05%325,298CommonSOLE
74762E102QUREQUANTA SVCS INC$31.0M0.05%56,404CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$30.7M0.05%500,590CommonSOLE
25401T603DBRGDIGITALBRIDGE GROUP INC$30.5M0.05%1,975,785CommonSOLE
40131M109GHGUARDANT HEALTH INC$30.4M0.05%329,564CommonSOLE
464287226AGGISHARES TR$30.4M0.05%305,920CommonSOLE
464287101OEFISHARES TR$30.2M0.05%94,791CommonSOLE
23128Q101CURBCURBLINE PPTYS CORP$30.1M0.05%1,165,324CommonSOLE
80105N105SNYSANOFI SA$30.0M0.05%622,613CommonSOLE
410867105THGHANOVER INS GROUP INC$29.9M0.05%172,514CommonSOLE
320209109FFBC1ST FINL BANCORP$29.9M0.05%1,070,900CommonSOLE
92243G108PCVXVAXCYTE INC$29.7M0.05%511,701CommonSOLE
880345103TNCTENNANT CO$29.4M0.05%443,234CommonSOLE
66987V109NVSNOVARTIS AG$28.9M0.05%189,167CommonSOLE
571903202MARMARRIOTT INTL INC NEW$28.9M0.05%88,213CommonSOLE
244199105DEDEERE & CO$28.8M0.05%51,078CommonSOLE
617446448MSMORGAN STANLEY$28.2M0.05%171,309CommonSOLE
292765104EPACENERPAC TOOL GROUP CORP$27.7M0.05%760,408CommonSOLE
855244109SBUXSTARBUCKS CORP$27.6M0.05%308,421CommonSOLE
438516106HONHONEYWELL INTL INC$27.1M0.04%119,984CommonSOLE
79466L302CRMSALESFORCE INC$27.1M0.04%144,986CommonSOLE
709789101PEBOPEOPLES BANCORP INC$27.1M0.04%823,206CommonSOLE
825704109SIBNSI BONE INC$26.8M0.04%2,122,332CommonSOLE
464287507IJHISHARES TR$26.7M0.04%394,671CommonSOLE
718172109PMPHILIP MORRIS INTL INC$26.6M0.04%161,005CommonSOLE
25432X102DCOMDIME CMNTY BANCSHARES INC$26.4M0.04%780,730CommonSOLE
231021106CMICUMMINS INC$26.4M0.04%49,016CommonSOLE
G5960L103MDTMEDTRONIC PLC$26.3M0.04%303,428CommonSOLE
12763L105CDRECADRE HLDGS INC$26.3M0.04%855,954CommonSOLE
22052L104CTVACORTEVA INC$25.9M0.04%309,809CommonSOLE
G25508105CRHCRH PLC$25.4M0.04%242,099CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$25.3M0.04%41,852CommonSOLE
464287481IWPISHARES TR$24.8M0.04%193,774CommonSOLE
92936U109WPCWP CAREY INC$24.7M0.04%363,294CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$24.7M0.04%619,368CommonSOLE
46137V233XLGINVESCO EXCHANGE TRADED FD T$24.6M0.04%450,103CommonSOLE
922908751VBVANGUARD INDEX FDS$24.5M0.04%93,454CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$24.5M0.04%135,326CommonSOLE
03027X100AMTAMERICAN TOWER CORP$24.3M0.04%140,823CommonSOLE
077347201BELFABEL FUSE INC$24.2M0.04%134,404CommonSOLE
60471A101MIRMIRION TECHNOLOGIES INC$24.2M0.04%1,300,073CommonSOLE
68752L100KIDSORTHOPEDIATRICS CORP$24.1M0.04%1,518,018CommonSOLE
949746101WMT2WELLS FARGO & CO$24.0M0.04%301,403CommonSOLE
464288240ACWXISHARES TR$23.8M0.04%347,407CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$23.5M0.04%176,922CommonSOLE
761624105REXREX AMERICAN RES CORP$23.3M0.04%512,149CommonSOLE
H1467J104CBCHUBB LTD SWITZ$23.2M0.04%71,030CommonSOLE
65339F101NEENEXTERA ENERGY INC$23.0M0.04%247,965CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$23.0M0.04%112,502CommonSOLE
14808P109CASSCASS INFORMATION SYS INC$23.0M0.04%521,640CommonSOLE
595112103MUMICRON TECHNOLOGY INC$22.9M0.04%67,725CommonSOLE
921909768VXUSVANGUARD STAR FDS$22.8M0.04%296,224CommonSOLE
811707801SBCFSEACOAST BKG CORP FLA$22.8M0.04%753,553CommonSOLE
12504L109CBRECBRE GROUP INC$22.8M0.04%168,321CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$22.4M0.04%366,182CommonSOLE
254687106DISDISNEY WALT CO$22.3M0.04%230,881CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$21.8M0.04%75,163CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$21.7M0.04%104,424CommonSOLE
45768S105IOSPINNOSPEC INC$21.6M0.04%296,465CommonSOLE
92538J106VERXVERTEX INC$21.5M0.04%1,808,944CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$21.2M0.03%107,501CommonSOLE
717081103PFEPFIZER INC$21.1M0.03%751,398CommonSOLE
62886E108VYXNCR VOYIX CORPORATION$20.9M0.03%3,300,199CommonSOLE
671044105OSISOSI SYSTEMS INC$20.8M0.03%78,254CommonSOLE
09290D101BLKBLACKROCK INC$20.7M0.03%21,552CommonSOLE
219350105GLWCORNING INC$20.7M0.03%152,320CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$20.6M0.03%79,274CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$20.6M0.03%412,488CommonSOLE
G4253H101JHXJAMES HARDIE INDS PLC$20.5M0.03%1,082,004CommonSOLE
98585X104YETIYETI HLDGS INC$20.3M0.03%556,069CommonSOLE
131428104CLMTCALUMET INC$20.3M0.03%565,724CommonSOLE
Y2573F102FLEXFLEXTRONICS INTL LTD$20.3M0.03%310,085CommonSOLE
504922105LHLABCORP HOLDINGS INC$20.2M0.03%75,733CommonSOLE
74743L100QQNITY ELECTRONICS INC$19.9M0.03%172,783CommonSOLE
94106L109WMWASTE MGMT INC DEL$19.9M0.03%86,679CommonSOLE
69318J100CNXNPC CONNECTION INC$19.9M0.03%340,709CommonSOLE
537008104LFUSLITTELFUSE INC$19.7M0.03%58,176CommonSOLE
G7S00T104PNRPENTAIR PLC$19.7M0.03%225,851CommonSOLE
14575E105CARSCARS COM INC$19.5M0.03%2,398,330CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$19.4M0.03%67,550CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$19.4M0.03%163,118CommonSOLE
075887109BDXBECTON DICKINSON & CO$19.3M0.03%122,759CommonSOLE
G4705A100ICLRICON PLC$19.2M0.03%173,379CommonSOLE
760125104RTORENTOKIL INITIAL PLC$19.0M0.03%604,005CommonSOLE
922908652VXFVANGUARD INDEX FDS$18.7M0.03%90,839CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$18.6M0.03%30,828CommonSOLE
464285204IAUISHARES GOLD TR$18.5M0.03%209,616CommonSOLE
291011104EMREMERSON ELEC CO$18.1M0.03%138,435CommonSOLE
46435U556ARTYISHARES TR$18.1M0.03%388,269CommonSOLE
464287879IJSISHARES TR$18.0M0.03%152,151CommonSOLE
88160R101TSLATESLA INC$17.9M0.03%48,153CommonSOLE
505336107LZBLA Z BOY INC$17.7M0.03%550,780CommonSOLE
441593100HLIHOULIHAN LOKEY INC$17.5M0.03%122,163CommonSOLE
20825C104COPCONOCOPHILLIPS$17.4M0.03%131,765CommonSOLE
20337X109VISNVISTANCE NETWORKS INC$17.2M0.03%946,454CommonSOLE
00724F101ADBEADOBE INC$17.2M0.03%70,822CommonSOLE
570535104MKLMARKEL GROUP INC$17.1M0.03%8,913CommonSOLE
88579Y101MMM3M CO$16.8M0.03%115,512CommonSOLE
82900L102SMPLSIMPLY GOOD FOODS CO$16.6M0.03%1,159,380CommonSOLE
077347300BELFBBEL FUSE INC$16.3M0.03%82,149CommonSOLE
980745103WWDWOODWARD INC$16.2M0.03%45,383CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$16.2M0.03%322,003CommonSOLE
72201R833MINTPIMCO ETF TR$16.1M0.03%159,797CommonSOLE
704699107PGCPEAPACK-GLADSTONE FINL CORP$16.1M0.03%456,266CommonSOLE
89055F103BLDTOPBUILD COR$16.0M0.03%45,602CommonSOLE
72201R718LDURPIMCO ETF TR$15.9M0.03%166,274CommonSOLE
12685J105CABOCABLE ONE INC$15.5M0.03%170,181CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$15.4M0.03%336,289CommonSOLE
863667101SYKSTRYKER CORPORATION$15.3M0.03%46,592CommonSOLE
922908512VOEVANGUARD INDEX FDS$15.2M0.02%82,308CommonSOLE
87162W100SNXTD SYNNEX CORPORATION$15.0M0.02%89,044CommonSOLE
369550108GDGENERAL DYNAMICS CORP$14.9M0.02%43,447CommonSOLE
98311A105WHWYNDHAM HOTELS & RESORTS INC$14.8M0.02%182,096CommonSOLE
G29183103ETNEATON CORP PLC$14.8M0.02%41,323CommonSOLE
550249106LMRILUMEXA IMAGING HOLDINGS INC$14.7M0.02%1,705,077CommonSOLE
29250N105ENBENBRIDGE INC$14.4M0.02%266,481CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$14.4M0.02%97,193CommonSOLE
92206C706VGITVANGUARD SCOTTSDALE FDS$14.4M0.02%241,315CommonSOLE
46269C102IRDMIRIDIUM COMMUNICATIONS INC$14.2M0.02%512,576CommonSOLE
87612E106TGTTARGET CORP$14.2M0.02%117,098CommonSOLE
747525103QCOMQUALCOMM INC$14.1M0.02%109,416CommonSOLE
92828Q109VRTSVIRTUS INVT PARTNERS INC$14.0M0.02%103,866CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$13.9M0.02%43,269CommonSOLE
G16252101BIPBROOKFIELD INFRASTRUCTURE PA$13.6M0.02%376,845CommonSOLE
22160N109CSGPCOSTAR GROUP INC$13.6M0.02%337,021CommonSOLE
74340W103PLDPROLOGIS INC.$13.4M0.02%101,656CommonSOLE
579780206MKCMCCORMICK & CO INC$13.4M0.02%265,389CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$13.3M0.02%15,710CommonSOLE
09225M101BSMBLACK STONE MINERALS L P$13.3M0.02%878,003CommonSOLE
615369105MCOMOODYS CORP$13.3M0.02%30,386CommonSOLE
718546104PSXPHILLIPS 66$13.3M0.02%72,735CommonSOLE
02209S103MOALTRIA GROUP INC$13.1M0.02%198,436CommonSOLE
260557103DOWDOW HLDGS INC$13.1M0.02%314,264CommonSOLE
624758108MWAMUELLER WTR PRODS INC$12.9M0.02%469,168CommonSOLE
464287309IVWISHARES TR$12.8M0.02%113,394CommonSOLE
907818108UNPUNION PAC CORP$12.8M0.02%52,637CommonSOLE
126408103CSXCSX CORP$12.7M0.02%309,904CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$12.6M0.02%54,560CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$12.5M0.02%72,150CommonSOLE
498894104KNFKNIFE RIVER CORP$12.5M0.02%152,653CommonSOLE
252131107DXCMDEXCOM INC$12.1M0.02%192,973CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$12.1M0.02%199,765CommonSOLE
780087102RYROYAL BK CDA$11.9M0.02%73,827CommonSOLE
922908637VVVANGUARD INDEX FDS$11.7M0.02%39,166CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$11.6M0.02%29,752CommonSOLE
14316J108CGCARLYLE GROUP INC$11.6M0.02%239,545CommonNONE
882508104TXNTEXAS INSTRS INC$11.5M0.02%59,124CommonSOLE
89832Q109TFCTRUIST FINL CORP$11.5M0.02%249,113CommonSOLE
11271J107BNBROOKFIELD CORP$11.4M0.02%282,848CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$11.4M0.02%242,779CommonSOLE
458140100INTCINTEL CORP$11.2M0.02%253,533CommonSOLE
45867G101IDCCINTERDIGITAL INC$11.1M0.02%36,737CommonSOLE
665859104NTRSNORTHERN TR CORP$11.0M0.02%78,887CommonSOLE
78463X202FEZSPDR INDEX SHS FDS$11.0M0.02%176,784CommonSOLE
311900104FASTFASTENAL CO$10.9M0.02%234,736CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$10.9M0.02%59,679CommonSOLE
46436E569XVVISHARES TR$10.8M0.02%218,970CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$10.7M0.02%29,877CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$10.6M0.02%36,480CommonSOLE
74736L109QTWOQ2 HLDGS INC$10.4M0.02%220,600CommonSOLE
682680103OKEONEOK INC NEW$10.4M0.02%115,414CommonSOLE
78464A763SDYSPDR SERIES TRUST$10.3M0.02%70,901CommonSOLE
92840M102VSTVISTRA CORP$10.3M0.02%68,729CommonSOLE
G3730V105FTAIFTAI AVIATION LTD$10.3M0.02%41,938CommonSOLE
922908553VNQVANGUARD INDEX FDS$10.3M0.02%115,790CommonSOLE
29273V100ETENERGY TRANSFER L P$10.3M0.02%531,286CommonSOLE
25434V203DFAIDIMENSIONAL ETF TRUST$9.8M0.02%252,412CommonSOLE
46434G822EWJISHARES INC$9.8M0.02%116,009CommonSOLE
216648501COOCOOPER COS INC$9.6M0.02%134,792CommonSOLE
579780107MKC/VMCCORMICK & CO INC$9.6M0.02%190,899CommonSOLE
704326107PAYXPAYCHEX INC$9.5M0.02%103,458CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$9.3M0.02%13,681CommonSOLE
086516101BBYBEST BUY INC$9.2M0.02%143,387CommonSOLE
922908611VBRVANGUARD INDEX FDS$9.1M0.01%41,811CommonSOLE
199908104FIXCOMFORT SYS USA INC$9.1M0.01%6,582CommonSOLE
464287556IBBISHARES TR$9.1M0.01%53,703CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$9.0M0.01%25,432CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$9.0M0.01%116,287CommonSOLE
055622104BPBP PLC$8.9M0.01%189,887CommonSOLE
31428X106FDXFEDEX CORP$8.9M0.01%24,892CommonSOLE
46432F339QUALISHARES TR$8.8M0.01%45,898CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$8.8M0.01%25,419CommonSOLE
34959J108FTVFORTIVE CORP$8.8M0.01%158,684CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$8.8M0.01%93,883CommonSOLE
93148P102WDWALKER & DUNLOP INC$8.5M0.01%192,600CommonSOLE
097023105BABOEING CO$8.5M0.01%42,817CommonSOLE
49177J102KVUEKENVUE INC$8.5M0.01%491,376CommonSOLE
00206R102TAT&T INC$8.2M0.01%284,548CommonSOLE
501889208LKQLKQ CORP$8.1M0.01%277,025CommonSOLE
303250104FICOFAIR ISAAC CORP$8.0M0.01%7,531CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$8.0M0.01%211,114CommonSOLE
922475108VEEVVEEVA SYS INC$8.0M0.01%45,420CommonSOLE
009158106APDAIR PRODUCTS AND CHEMICALS I$7.9M0.01%27,362CommonSOLE
184496107CLHCLEAN HARBORS INC$7.9M0.01%27,643CommonSOLE
G48833118WFRDWEATHERFORD INTL PLC$7.9M0.01%83,665CommonSOLE
34959E109FTNTFORTINET INC$7.8M0.01%95,703CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP$7.8M0.01%45,100CommonSOLE
512807306LRCXLAM RESEARCH CORP$7.7M0.01%36,237CommonSOLE
911312106UPSUNITED PARCEL SVCS INC$7.7M0.01%78,204CommonSOLE
25434V708DFACDIMENSIONAL ETF TRUST$7.7M0.01%197,717CommonSOLE
833034101SNASNAP ON INC$7.6M0.01%20,908CommonSOLE
16411R208LNGCHENIERE ENERGY INC$7.5M0.01%26,591CommonSOLE
374297109GTYGETTY RLTY CORP NEW$7.5M0.01%236,649CommonSOLE
574599106MASMASCO CORP$7.5M0.01%124,167CommonSOLE
921932885IVOOVANGUARD ADMIRAL FDS INC$7.4M0.01%65,012CommonSOLE
92206C714VONVVANGUARD SCOTTSDALE FDS$7.4M0.01%78,962CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$7.3M0.01%15,413CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$7.2M0.01%55,284CommonSOLE
03831W108APPAPPLOVIN CORP$7.2M0.01%18,042CommonSOLE
754907103RYNRAYONIER INC$7.2M0.01%347,310CommonSOLE
00162Q452AMLPALPS ETF TR$7.2M0.01%136,039CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$7.1M0.01%37,378CommonSOLE
74164F103PRIMPRIMORIS SVCS CORP$7.1M0.01%49,526CommonSOLE
55261F104MTBM & T BK CORP$7.0M0.01%33,994CommonSOLE
125523100CITHE CIGNA GROUP$7.0M0.01%26,277CommonSOLE
651639106NEMNEWMONT CORP$7.0M0.01%64,641CommonSOLE
922908595VBKVANGUARD INDEX FDS$7.0M0.01%23,017CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$6.9M0.01%150,269CommonSOLE
78464A870XBISPDR SERIES TRUST$6.9M0.01%53,920CommonSOLE
45782N108INSEINSPIRED ENTMT INC$6.9M0.01%965,633CommonNONE
020002101ALLALLSTATE CORP$6.9M0.01%33,091CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$6.8M0.01%33,496CommonSOLE
97717X669DGRWWISDOMTREE TR$6.7M0.01%76,325CommonSOLE
464288836IHEISHARES TR$6.5M0.01%75,432CommonSOLE
922908538VOTVANGUARD INDEX FDS$6.5M0.01%25,323CommonSOLE
921937827BSVVANGUARD BD INDEX FDS$6.5M0.01%82,737CommonSOLE
78468R853SPSMSPDR SERIES TRUST$6.5M0.01%133,747CommonSOLE
031100100AMEAMETEK INC$6.4M0.01%29,932CommonSOLE
701094104PHPARKER-HANNIFIN CORP$6.4M0.01%7,099CommonSOLE
758849103REGREGENCY CTRS CORP$6.3M0.01%83,308CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$6.3M0.01%205,182CommonSOLE
46436E718SGOVISHARES TR$6.3M0.01%62,499CommonSOLE
142339100CSLCARLISLE COS INC$6.3M0.01%18,857CommonSOLE
464288414MUBISHARES TR$6.3M0.01%58,883CommonSOLE
626717102MURMURPHY OIL CORP$6.2M0.01%150,610CommonSOLE
04208T108AHRTAH RLTY TR INC$6.2M0.01%1,122,969CommonSOLE
871829107SYYSYSCO CORP$6.2M0.01%86,394CommonSOLE
126650100CVSCVS HEALTH CORP$6.1M0.01%84,802CommonSOLE
29082A107EMBJEMBRAER S.A.$6.1M0.01%102,386CommonSOLE
464287408IVEISHARES TR$6.0M0.01%28,609CommonNONE
902788108UMBFUMB FINL CORP$6.0M0.01%53,073CommonSOLE
25746U109DDOMINION ENERGY INC$5.9M0.01%95,919CommonSOLE
778296103ROSTROSS STORES INC$5.9M0.01%27,204CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$5.9M0.01%183,675CommonSOLE
464288182AAXJISHARES TR$5.8M0.01%60,648CommonSOLE

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.