MondegarAI
Manchester Capital Management LLC

Q2 2024 · 13F-HR

Manchester Capital Management LLCholdings as filed

Filed 2024-08-08 · accession 0001393389-24-000003

$832.7M
Reported value
1,149
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 1149

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$113.5M13.6%208,556CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$67.4M8.09%492,226CommonSOLE
037833100AAPLAPPLE INC$55.4M6.65%262,991CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$31.1M3.73%269,653CommonSOLE
023135106AMZNAMAZON COM INC$27.5M3.30%142,116CommonSOLE
922908363VOOVANGUARD INDEX FDS$24.4M2.93%48,815CommonSOLE
594918104MSFTMICROSOFT CORP$18.3M2.19%40,862CommonNONE
922908736VUGVANGUARD INDEX FDS$17.5M2.10%46,724CommonSOLE
922908744VTVVANGUARD INDEX FDS$17.0M2.04%105,892CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$12.6M1.51%111,712CommonSOLE
G3730V105FTAIFTAI AVIATION LTD$12.4M1.49%119,888CommonNONE
464288570DSIISHARES TR$12.4M1.48%119,013CommonSOLE
67066G104NVDANVIDIA CORPORATION$12.2M1.46%98,465CommonNONE
922908629VOVANGUARD INDEX FDS$11.3M1.36%46,817CommonSOLE
02079K305GOOGLALPHABET INC$10.7M1.28%58,711CommonNONE
464287200IVVISHARES TR$10.6M1.28%19,407CommonSOLE
02079K107GOOGALPHABET INC$9.7M1.16%52,864CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$8.2M0.98%186,765CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$8.0M0.96%136,405CommonSOLE
922908512VOEVANGUARD INDEX FDS$7.6M0.91%50,426CommonSOLE
922908751VBVANGUARD INDEX FDS$6.7M0.80%30,620CommonSOLE
922908553VNQVANGUARD INDEX FDS$6.6M0.80%79,239CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$6.5M0.78%131,244CommonSOLE
464287655IWMISHARES TR$6.1M0.73%30,106CommonSOLE
464287101OEFISHARES TR$5.7M0.69%21,754CommonSOLE
58933Y105MRKMERCK & CO INC$5.5M0.66%44,459CommonSOLE
68389X105ORCLORACLE CORP$5.4M0.64%37,895CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$5.2M0.63%23,139CommonSOLE
478160104JNJJOHNSON & JOHNSON$5.1M0.61%34,866CommonSOLE
922908595VBKVANGUARD INDEX FDS$4.8M0.58%19,376CommonSOLE
747525103QCOMQUALCOMM INC$4.8M0.58%24,280CommonSOLE
922908611VBRVANGUARD INDEX FDS$4.8M0.58%26,442CommonSOLE
922908769VTIVANGUARD INDEX FDS$4.8M0.58%17,932CommonSOLE
437076102HDHOME DEPOT INC$4.5M0.54%13,158CommonSOLE
464287598IWDISHARES TR$4.5M0.54%25,922CommonSOLE
075887109BDXBECTON DICKINSON & CO$4.5M0.54%19,223CommonSOLE
742718109PGPROCTER AND GAMBLE CO$4.2M0.50%25,182CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$4.1M0.49%20,213CommonNONE
532457108LLYELI LILLY & CO$3.8M0.45%4,166CommonNONE
00287Y109ABBVABBVIE INC$3.8M0.45%21,981CommonNONE
92204A702VGTVANGUARD WORLD FD$3.2M0.38%5,480CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$3.0M0.36%25,010CommonNONE
922908538VOTVANGUARD INDEX FDS$2.9M0.34%12,493CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$2.8M0.33%3,257CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$2.7M0.33%35,394CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$2.7M0.32%5,245CommonSOLE
464287622IWBISHARES TR$2.6M0.32%8,864CommonSOLE
464287465EFAISHARES TR$2.5M0.30%32,365CommonSOLE
032095101APHAMPHENOL CORP NEW$2.4M0.29%35,898CommonNONE
88160R101TSLATESLA INC$2.4M0.29%12,153CommonNONE
548661107LOWLOWES COS INC$2.4M0.29%10,810CommonSOLE
26875P101EOGEOG RES INC$2.3M0.28%18,662CommonNONE
580135101MCDMCDONALDS CORP$2.3M0.28%9,188CommonSOLE
002824100ABTABBOTT LABS$2.3M0.27%21,760CommonSOLE
713448108PEPPEPSICO INC$2.2M0.27%13,640CommonSOLE
11135F101AVGOBROADCOM INC$2.2M0.26%1,345CommonNONE
464287614IWFISHARES TR$2.1M0.26%5,892CommonSOLE
931142103WMTWALMART INC$2.1M0.26%31,660CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$2.1M0.25%4,765CommonNONE
191216100KOCOCA COLA CO$2.0M0.24%31,403CommonSOLE
031162100AMGNAMGEN INC$2.0M0.24%6,346CommonNONE
907818108UNPUNION PAC CORP$1.9M0.23%8,521CommonSOLE
384802104GWWGRAINGER W W INC$1.9M0.23%2,112CommonNONE
464287309IVWISHARES TR$1.9M0.23%20,453CommonSOLE
464287689IWVISHARES TR$1.8M0.22%5,868CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.8M0.21%3,217CommonSOLE
92826C839VVISA INC$1.7M0.21%6,639CommonNONE
670100205NVONOVO-NORDISK A S$1.7M0.21%11,973CommonSOLE
98419M100XYLXYLEM INC$1.7M0.20%12,403CommonSOLE
03076C106AMPAMERIPRISE FINL INC$1.7M0.20%3,905CommonNONE
46429B697USMVISHARES TR$1.6M0.20%19,400CommonNONE
464287234EEMISHARES TR$1.6M0.19%37,811CommonSOLE
30303M102METAMETA PLATFORMS INC$1.6M0.19%3,186CommonNONE
00724F101ADBEADOBE INC$1.6M0.19%2,886CommonSOLE
375558103GILDGILEAD SCIENCES INC$1.5M0.18%22,095CommonSOLE
060505104BACBANK AMERICA CORP$1.5M0.18%37,099CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$1.5M0.18%9,039CommonNONE
337738108FISVFISERV INC$1.5M0.18%9,782CommonSOLE
46090E103QQQINVESCO QQQ TR$1.5M0.17%3,039CommonNONE
17275R102CSCOCISCO SYS INC$1.4M0.17%30,038CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$1.4M0.17%2,628CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$1.4M0.17%20,405CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$1.4M0.17%1,887CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$1.4M0.16%341CommonNONE
438516106HONHONEYWELL INTL INC$1.3M0.16%6,082CommonNONE
92204A405VFHVANGUARD WORLD FD$1.2M0.15%12,381CommonSOLE
09247X101BLKCHFBLACKROCK INC$1.2M0.15%1,561CommonSOLE
701094104PHPARKER-HANNIFIN CORP$1.2M0.15%2,427CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$1.2M0.15%2CommonNONE
717081103PFEPFIZER INC$1.2M0.15%43,510CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$1.2M0.14%3,970CommonNONE
92204A504VHTVANGUARD WORLD FD$1.2M0.14%4,493CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$1.2M0.14%8,990CommonNONE
92203C303VUSBVANGUARD BD INDEX FDS$1.1M0.14%22,830CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.1M0.14%6,532CommonSOLE
235851102DHRDANAHER CORPORATION$1.1M0.13%4,401CommonNONE
149123101CATCATERPILLAR INC$1.1M0.13%3,192CommonSOLE
654106103NKENIKE INC$1.1M0.13%14,075CommonSOLE
353514102FELEFRANKLIN ELEC INC$1.1M0.13%10,987CommonSOLE
025816109AXPAMERICAN EXPRESS CO$1.0M0.13%4,505CommonSOLE
78463V107GLDSPDR GOLD TR$1.0M0.12%4,838CommonSOLE
91680M107UPSTUPSTART HLDGS INC$1.0M0.12%43,691CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$1.0M0.12%2,314CommonSOLE
166764100CVXCHEVRON CORP NEW$1.0M0.12%6,564CommonNONE
12503M108CBOECBOE GLOBAL MKTS INC$1.0M0.12%5,947CommonNONE
41151J885OSEAHARBOR ETF TRUST$1.0M0.12%36,563CommonSOLE
G7S00T104PNRPENTAIR PLC$1.0M0.12%13,190CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$1.0M0.12%4,768CommonNONE
00790R104WMSADVANCED DRAIN SYS INC DEL$986,5590.12%6,151CommonSOLE
942749102WTSWATTS WATER TECHNOLOGIES INC$984,8810.12%5,371CommonSOLE
053611109AVYAVERY DENNISON CORP$968,1830.12%4,428CommonSOLE
872540109TJXTJX COS INC NEW$964,4760.12%8,760CommonSOLE
G29183103ETNEATON CORP PLC$961,6580.12%3,067CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$959,4940.12%4,791CommonNONE
46090E103QQQINVESCO QQQ TR$958,2200.12%2,000PUTSOLE
G23773107CWCOCONSOLIDATED WATER CO INC$956,2370.11%36,030CommonSOLE
831865209AOSSMITH A O CORP$944,7230.11%11,552CommonSOLE
88162G103TTEKTETRA TECH INC NEW$936,3140.11%4,579CommonSOLE
233051200DBEFDBX ETF TR$933,6000.11%22,529CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$920,6790.11%22,169CommonSOLE
921932885IVOOVANGUARD ADMIRAL FDS INC$905,8660.11%9,140CommonSOLE
291011104EMREMERSON ELEC CO$886,4580.11%8,047CommonSOLE
85472N109STNSTANTEC INC$881,0350.11%10,545CommonSOLE
75737F108RDFNREDFIN CORP$878,4520.11%146,165CommonNONE
12514G108CDWCDW CORP$873,2000.10%3,901CommonSOLE
760759100RSGREPUBLIC SVCS INC$868,8260.10%4,471CommonNONE
87612E106TGTTARGET CORP$858,9290.10%5,802CommonSOLE
863667101SYKSTRYKER CORPORATION$854,0280.10%2,510CommonNONE
504922105LHLABCORP HOLDINGS INC$848,0270.10%4,167CommonSOLE
383082104GRCGORMAN RUPP CO$833,2440.10%22,698CommonSOLE
303075105FDSFACTSET RESH SYS INC$813,6830.10%1,993CommonNONE
254687106DISDISNEY WALT CO$803,0050.10%8,087CommonSOLE
70614W100PTONPELOTON INTERACTIVE INC$799,8880.10%236,653CommonSOLE
369550108GDGENERAL DYNAMICS CORP$796,8280.10%2,746CommonNONE
172967424CCITIGROUP INC$792,9720.10%12,496CommonNONE
30231G102XOMEXXON MOBIL CORP$789,6090.09%6,859CommonNONE
624758108MWAMUELLER WTR PRODS INC$780,9720.09%43,581CommonSOLE
922908652VXFVANGUARD INDEX FDS$778,6290.09%4,613CommonSOLE
20441A102SBSCOMPANHIA DE SANEAMENTO BASI$764,4450.09%56,836CommonSOLE
42809H107HESHESS CORP$752,9430.09%5,104CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$738,7460.09%3,095CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$729,2020.09%4,690CommonSOLE
464287499IWRISHARES TR$720,8830.09%8,891CommonNONE
130788102CWTCALIFORNIA WTR SVC GROUP$720,6590.09%14,862CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$715,1640.09%7,816CommonNONE
882508104TXNTEXAS INSTRS INC$704,9770.08%3,624CommonSOLE
65339F101NEENEXTERA ENERGY INC$699,9830.08%9,885CommonNONE
115236101BROBROWN & BROWN INC$696,5040.08%7,790CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$693,3990.08%9,004CommonSOLE
855244109SBUXSTARBUCKS CORP$691,3860.08%8,881CommonSOLE
75513E101RTXRTX CORPORATION$686,4670.08%6,838CommonNONE
458140100INTCINTEL CORP$685,0970.08%22,121CommonSOLE
293594107ENVXENOVIX CORPORATION$677,8440.08%43,845CommonSOLE
88579Y101MMM3M CO$656,6730.08%6,426CommonSOLE
670346105NUENUCOR CORP$656,5070.08%4,153CommonSOLE
244199105DEDEERE & CO$654,2270.08%1,751CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$649,2900.08%6,478CommonNONE
172908105CTASCINTAS CORP$644,9400.08%921CommonSOLE
464287481IWPISHARES TR$628,2230.08%5,693CommonSOLE
25754A201DPZDOMINOS PIZZA INC$624,7600.08%1,210CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$618,8390.07%1,603CommonSOLE
921909768VXUSVANGUARD STAR FDS$615,7700.07%10,212CommonSOLE
72201R833MINTPIMCO ETF TR$613,9650.07%6,100CommonNONE
904767704UNILEVER PLC$612,6990.07%11,142CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$612,1350.07%1,086CommonSOLE
03073E105CORCENCORA INC$606,2830.07%2,691CommonNONE
85208P303URNMSPROTT FDS TR$604,9140.07%12,285CommonNONE
071813109BAXBAXTER INTL INC$601,5650.07%17,984CommonSOLE
032654105ADIANALOG DEVICES INC$596,6720.07%2,614CommonNONE
379463102GWRSGLOBAL WTR RES INC$594,0260.07%49,093CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$591,3940.07%560CommonNONE
029899101AWRAMER STATES WTR CO$585,9310.07%8,074CommonSOLE
097023105BABOEING CO$565,3240.07%3,106CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$550,7100.07%19,398CommonSOLE
718172109PMPHILIP MORRIS INTL INC$542,6230.07%5,355CommonNONE
743315103PGRPROGRESSIVE CORP$539,4230.06%2,597CommonSOLE
009158106APDAIR PRODS & CHEMS INC$535,9700.06%2,077CommonNONE
631103108NDAQNASDAQ INC$535,2300.06%8,882CommonSOLE
902973304USBUS BANCORP DEL$534,4820.06%13,463CommonNONE
464287473IWSISHARES TR$528,3590.06%4,376CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$528,1660.06%496CommonNONE
949746101WMT2WELLS FARGO CO NEW$521,9200.06%8,788CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$520,5560.06%6,077CommonNONE
82509L107SHOPSHOPIFY INC$520,4740.06%7,880CommonSOLE
58155Q103MCKMCKESSON CORP$519,9720.06%890CommonNONE
090043100BILLBILL HOLDINGS INC$514,2560.06%9,773CommonNONE
609207105MDLZMONDELEZ INTL INC$512,0030.06%7,824CommonSOLE
126408103CSXCSX CORP$511,7520.06%15,299CommonSOLE
21874C102CNMCORE & MAIN INC$498,2100.06%10,180CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$497,3040.06%3,606CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$490,9230.06%1,051CommonNONE
036752103ELVELEVANCE HEALTH INC$488,7580.06%902CommonNONE
987184108YORWYORK WTR CO$488,4020.06%13,168CommonSOLE
61774R403CVMCMORGAN STANLEY ETF TRUST$484,7710.06%8,796CommonSOLE
758750103RRXREGAL REXNORD CORPORATION$483,4120.06%3,575CommonSOLE
98983L108ZWSZURN ELKAY WATER SOLNS CORP$474,0460.06%16,124CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$473,4880.06%1,439CommonNONE
784305104HTOSJW GROUP$469,1120.06%8,652CommonSOLE
09260D107BXBLACKSTONE INC$466,0670.06%3,765CommonNONE
064058100BKBANK NEW YORK MELLON CORP$465,5250.06%7,773CommonSOLE
294429105EFXEQUIFAX INC$463,5840.06%1,912CommonSOLE
053332102AZOAUTOZONE INC$462,4000.06%156CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$455,9390.05%1,008CommonSOLE
571903202MARMARRIOTT INTL INC NEW$451,9680.05%1,869CommonSOLE
464287721IYWISHARES TR$451,5000.05%3,000CommonNONE
92206C847VGLTVANGUARD SCOTTSDALE FDS$449,9040.05%7,800CommonSOLE
535555106LNNLINDSAY CORP$448,5120.05%3,650CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$443,5900.05%1,872CommonSOLE
H1467J104CBCHUBB LIMITED$442,3090.05%1,734CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$434,8510.05%1,413CommonNONE
043113208ARTNAARTESIAN RES CORP$433,5580.05%12,331CommonSOLE
78464A862XSDSPDR SER TR$433,0900.05%1,750CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$427,5360.05%10,367CommonNONE
G5960L103MDTMEDTRONIC PLC$424,9560.05%5,399CommonSOLE
81762P102NOWSERVICENOW INC$424,8020.05%540CommonNONE
526057104LENLENNAR CORP$424,1330.05%2,830CommonNONE
92204A306VDEVANGUARD WORLD FD$421,3690.05%3,303CommonSOLE
464288810IHIISHARES TR$420,3000.05%7,500CommonNONE
464287762IYHISHARES TR$415,3500.05%6,779CommonSOLE
922908637VVVANGUARD INDEX FDS$405,3830.05%1,624CommonSOLE
143130102KMXCARMAX INC$404,4710.05%5,515CommonSOLE
464287549IGMISHARES TR$400,6290.05%4,248CommonSOLE
98978V103ZTSZOETIS INC$396,1280.05%2,285CommonNONE
052769106ADSKAUTODESK INC$389,7340.05%1,575CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$385,5460.05%2,112CommonNONE
243537107DECKDECKERS OUTDOOR CORP$384,2770.05%397CommonNONE
25746U109DDOMINION ENERGY INC$383,2780.05%7,822CommonNONE
29270J100ERIIENERGY RECOVERY INC$376,6920.05%28,344CommonSOLE
464287739IYRISHARES TR$376,0540.05%4,286CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$368,7880.04%2,664CommonNONE
570535104MKLMARKEL GROUP INC$367,1290.04%233CommonNONE
667746101NWPXNORTHWEST PIPE CO$363,8190.04%10,710CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$363,3180.04%1,103CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$363,1590.04%1,991CommonNONE
02209S103MOALTRIA GROUP INC$363,0800.04%7,971CommonNONE
443510607HUBBHUBBELL INC$361,4600.04%989CommonNONE
042068205ARMARM HOLDINGS PLC$361,1100.04%2,207CommonSOLE
871829107SYYSYSCO CORP$359,7350.04%5,039CommonNONE
302130109EXPDEXPEDITORS INTL WASH INC$356,5260.04%2,857CommonNONE
579780206MKCMCCORMICK & CO INC$355,9770.04%5,018CommonSOLE
13321L108CCJCAMECO CORP$353,9940.04%7,195CommonSOLE
749685103RPMRPM INTL INC$351,7910.04%3,267CommonNONE
921932844IVOVVANGUARD ADMIRAL FDS INC$349,2300.04%3,988CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$346,8630.04%2,285CommonSOLE
29670G102WTRGESSENTIAL UTILS INC$345,9000.04%9,266CommonSOLE
615369105MCOMOODYS CORP$343,9000.04%817CommonSOLE
64110L106NFLXNETFLIX INC$343,6810.04%509CommonNONE
48251W104KKRKKR & CO INC$342,4520.04%3,254CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$340,0020.04%5,390CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$335,2040.04%824CommonNONE
871607107SNPSSYNOPSYS INC$334,4240.04%562CommonNONE
29084Q100EMEEMCOR GROUP INC$333,6840.04%914CommonNONE
921932828VIOOVANGUARD ADMIRAL FDS INC$328,7090.04%3,347CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$328,1040.04%700CommonNONE
461202103INTUINTUIT$326,8380.04%497CommonNONE
33738R605FVFIRST TR EXCHANGE-TRADED FD$326,4170.04%5,700CommonNONE
679580100ODFLOLD DOMINION FREIGHT LINE IN$325,3410.04%1,842CommonNONE
825704109SIBNSI-BONE INC$324,6340.04%25,107CommonSOLE
617446448MSMORGAN STANLEY$321,9910.04%3,313CommonNONE
20030N101CMCSACOMCAST CORP NEW$321,9350.04%8,221CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$320,1860.04%2,339CommonNONE
98954M200ZZILLOW GROUP INC$319,3030.04%6,883CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$319,1370.04%7,763CommonNONE
78409V104SPGIS&P GLOBAL INC$317,9980.04%713CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$311,2030.04%1,601CommonSOLE
444859102HUMHUMANA INC$310,5040.04%831CommonSOLE
464287408IVEISHARES TR$308,1430.04%1,693CommonNONE
94106L109WMWASTE MGMT INC DEL$306,3570.04%1,436CommonSOLE
285512109EAELECTRONIC ARTS INC$306,0530.04%2,197CommonSOLE
33734X192SKYYFIRST TR EXCHANGE TRADED FD$305,6960.04%3,200CommonNONE
595112103MUMICRON TECHNOLOGY INC$305,2820.04%2,321CommonSOLE
22052L104CTVACORTEVA INC$303,7910.04%5,632CommonNONE
303250104FICOFAIR ISAAC CORP$302,1980.04%203CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$300,8000.04%1,160CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$300,7760.04%2,901CommonSOLE
92840M102VSTVISTRA CORP$295,8580.04%3,441CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$295,2500.04%1,452CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$293,0540.04%3,020CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$292,5720.04%540CommonNONE
482480100KLACKLA CORP$283,6320.03%344CommonNONE
464285204IAUISHARES GOLD TR$282,2510.03%6,425CommonSOLE
501044101KRKROGER CO$278,6050.03%5,580CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$276,3070.03%1,287CommonNONE
126650100CVSCVS HEALTH CORP$273,9800.03%4,639CommonNONE
03662Q105AKXANSYS INC$273,5970.03%851CommonNONE
98389B100XELXCEL ENERGY INC$270,7890.03%5,070CommonNONE
745867101PHMPULTE GROUP INC$262,5890.03%2,385CommonSOLE
89151E109TTENTOTALENERGIES SE$262,4530.03%3,936CommonNONE
256677105DGDOLLAR GEN CORP NEW$262,2130.03%1,983CommonNONE
231021106CMICUMMINS INC$260,3150.03%940CommonSOLE
278865100ECLECOLAB INC$257,1470.03%1,080CommonNONE
464287887IJTISHARES TR$256,8600.03%2,000CommonNONE
464288752ITBISHARES TR$238,5020.03%2,360CommonNONE
12572Q105CMECME GROUP INC$231,0050.03%1,175CommonSOLE
H84989104TEL1USDTE CONNECTIVITY LTD$215,1960.03%1,431CommonSOLE
227046109CROXCROCS INC$214,3860.03%1,469CommonSOLE
049560105ATOATMOS ENERGY CORP$212,8870.03%1,825CommonNONE
79466L302CRMSALESFORCE INC$212,8790.03%828CommonNONE
464288828IHFISHARES TR$209,6800.03%4,000CommonNONE
127097103CTRACOTERRA ENERGY INC$209,0930.03%7,840CommonNONE
09062X103BIIBBIOGEN INC$208,8700.03%901CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$208,8080.03%507CommonNONE
688239201OSKOSHKOSH CORP$208,7180.03%1,929CommonNONE
03831W108APPAPPLOVIN CORP$208,3000.03%2,503CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$207,1520.02%2,152CommonSOLE
H01301128ALCALCON AG$205,5970.02%2,308CommonNONE
824348106SHWSHERWIN WILLIAMS CO$205,0220.02%687CommonNONE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$204,9400.02%1,000CommonNONE
835699307SONYSONY GROUP CORP$201,3320.02%2,370CommonNONE
464288836IHEISHARES TR$198,9600.02%3,000CommonNONE
464287804IJRISHARES TR$198,1750.02%1,858CommonNONE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$198,0000.02%1,200CommonSOLE
693718108PCARPACCAR INC$195,8950.02%1,903CommonSOLE
87612G101TRGPTARGA RES CORP$195,4890.02%1,518CommonNONE
253868103DLRDIGITAL RLTY TR INC$193,8640.02%1,275CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$193,5740.02%2,505CommonSOLE
00206R102TAT&T INC$193,5270.02%10,127CommonSOLE
05464C101AXONAXON ENTERPRISE INC$192,1390.02%653CommonNONE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$192,0040.02%2,948CommonNONE
21036P108STZCONSTELLATION BRANDS INC$191,1600.02%743CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$191,0930.02%3,293CommonSOLE
893641100TDGTRANSDIGM GROUP INC$190,3640.02%149CommonNONE
62945V109NVEEUSDNV5 GLOBAL INC$189,6590.02%2,040CommonNONE
29977A105EVREVERCORE INC$189,2550.02%908CommonNONE
001055102AFLAFLAC INC$188,0870.02%2,106CommonNONE
697435105PANWPALO ALTO NETWORKS INC$187,4860.02%553CommonNONE
879360105TDYTELEDYNE TECHNOLOGIES INC$186,6190.02%481CommonNONE
260003108DOVDOVER CORP$186,2250.02%1,032CommonNONE
464287325IXJISHARES TR$185,6800.02%2,000CommonNONE
G0403H108AONAON PLC$185,2490.02%631CommonSOLE
29605J106ESABESAB CORPORATION$184,8000.02%1,957CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$183,3660.02%2,488CommonSOLE
86800U104SMCIUSDSUPER MICRO COMPUTER INC$181,8960.02%222CommonNONE
46982L108JJACOBS SOLUTIONS INC$181,7210.02%1,301CommonSOLE
31428X106FDXFEDEX CORP$181,4040.02%605CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$178,4640.02%2,034CommonSOLE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$177,5740.02%16,442CommonNONE
31620M106FISFIDELITY NATL INFORMATION SV$171,1710.02%2,271CommonSOLE
493267108KEYKEYCORP$169,6250.02%11,937CommonNONE
87724P106TMHCTAYLOR MORRISON HOME CORP$167,7060.02%3,025CommonNONE
150870103CECELANESE CORP DEL$167,6690.02%1,243CommonNONE
52736R102LEVILEVI STRAUSS & CO NEW$164,6710.02%8,541CommonSOLE
78464A789KIESPDR SER TR$164,4390.02%3,300CommonNONE
960413102WLKWESTLAKE CORPORATION$163,3570.02%1,128CommonNONE
56585A102MPCMARATHON PETE CORP$163,0720.02%940CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$162,4100.02%1,019CommonNONE
92204A603VISVANGUARD WORLD FD$161,5970.02%687CommonSOLE
231561101CWCURTISS WRIGHT CORP$160,6920.02%593CommonNONE
872590104TMUST-MOBILE US INC$160,5660.02%911CommonNONE
494368103KMBKIMBERLY-CLARK CORP$158,5160.02%1,147CommonSOLE
406216101HALHALLIBURTON CO$158,1920.02%4,683CommonNONE
464288372IGFISHARES TR$157,4180.02%3,285CommonNONE
693506107PPGPPG INDS INC$156,7340.02%1,245CommonSOLE
302081104EXLSEXLSERVICE HOLDINGS INC$152,2530.02%4,855CommonNONE
531229771FWONALIBERTY MEDIA CORP DEL$151,6480.02%2,361CommonSOLE
78464A888XHBSPDR SER TR$151,6200.02%1,500CommonNONE
464287630IWNISHARES TR$151,3870.02%994CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$150,2980.02%143CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$149,0350.02%2,570CommonNONE
37045V100GMGENERAL MTRS CO$148,4400.02%3,195CommonNONE
00971T101AKAMAKAMAI TECHNOLOGIES INC$148,1820.02%1,645CommonNONE
46137V282RSPTINVESCO EXCHANGE TRADED FD T$146,6400.02%4,000CommonNONE
778296103ROSTROSS STORES INC$144,5940.02%995CommonNONE
D18190898DBDEUTSCHE BANK A G$144,2570.02%9,050CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$143,9370.02%719CommonNONE
09073M104TECHBIO-TECHNE CORP$143,8020.02%2,007CommonNONE
858119100STLDSTEEL DYNAMICS INC$143,6160.02%1,109CommonNONE
301505707ROBOEXCHANGE TRADED CONCEPTS TRU$143,2600.02%2,600CommonNONE
842587107SOSOUTHERN CO$142,5070.02%1,837CommonSOLE
65249B208NWSNEWS CORP NEW$141,9500.02%5,000CommonNONE
009066101ABNBAIRBNB INC$141,4710.02%933CommonNONE
681919106OMCOMNICOM GROUP INC$141,2780.02%1,575CommonNONE
015271109AREALEXANDRIA REAL ESTATE EQ IN$141,0660.02%1,206CommonNONE
89832Q109TFCTRUIST FINL CORP$139,8550.02%3,600CommonNONE
78464A870XBISPDR SER TR$138,1380.02%1,490CommonNONE
G02602103DOXAMDOCS LTD$138,1100.02%1,750CommonSOLE
237266101DARDARLING INGREDIENTS INC$137,5920.02%3,744CommonNONE
12008R107BLDRBUILDERS FIRSTSOURCE INC$137,5800.02%994CommonNONE
07831C103BRBRBELLRING BRANDS INC$137,4790.02%2,406CommonNONE
833445109SNOWSNOWFLAKE INC$137,2520.02%1,016CommonNONE
460690100IPGINTERPUBLIC GROUP COS INC$136,9270.02%4,707CommonNONE
337344105QQEWFIRST TR NAS100 EQ WEIGHTED$135,6190.02%1,100CommonNONE
03674X106ARANTERO RESOURCES CORP$134,2730.02%4,115CommonNONE
88023U101SGITEMPUR SEALY INTL INC$134,2090.02%2,835CommonNONE
592688105MTDMETTLER TOLEDO INTERNATIONAL$134,1690.02%96CommonNONE
260557103DOWDOW INC$133,4760.02%2,516CommonSOLE
33734X184FXUFIRST TR EXCHANGE TRADED FD$131,5860.02%3,979CommonNONE
464288257ACWIISHARES TR$130,1600.02%1,158CommonNONE
464288737KXIISHARES TR$129,2370.02%2,150CommonSOLE
229899109CFRCULLEN FROST BANKERS INC$128,2580.02%1,262CommonNONE
172062101CINFCINCINNATI FINL CORP$128,0210.02%1,084CommonNONE
46429B663HDVISHARES TR$126,7450.02%1,166CommonSOLE
67092P607NUSCNUSHARES ETF TR$126,0070.02%3,203CommonSOLE
884903808TRI4EURTHOMSON REUTERS CORP.$123,8990.01%735CommonNONE
91913Y100VLOVALERO ENERGY CORP$123,3710.01%787CommonNONE
427866108HSYHERSHEY CO$121,5120.01%661CommonNONE
857477103STTSTATE STR CORP$120,1760.01%1,624CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$120,0420.01%1,629CommonNONE
464287531IDGTISHARES TR$119,7890.01%1,700CommonNONE
69370C100PTCPTC INC$118,2680.01%651CommonNONE
59156R108METMETLIFE INC$117,5690.01%1,675CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$115,2660.01%1,649CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$114,6540.01%1,830CommonSOLE
37950E416SOCLGLOBAL X FDS$114,0210.01%2,700CommonNONE
23331A109DHID R HORTON INC$114,0130.01%809CommonSOLE
05329W102ANAUTONATION INC$111,2480.01%698CommonNONE
29362U104ENTGENTEGRIS INC$108,4560.01%801CommonNONE
941848103WATWATERS CORP$108,2150.01%373CommonSOLE
98980G102ZSZSCALER INC$107,6270.01%560CommonNONE
45168D104IDXXIDEXX LABS INC$107,1840.01%220CommonNONE
216648501COOCOOPER COS INC$105,5460.01%1,209CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$103,1620.01%1,315CommonSOLE
200525103CBSHCOMMERCE BANCSHARES INC$102,3570.01%1,835CommonNONE
911363109URIUNITED RENTALS INC$102,2770.01%158CommonNONE
416515104HIGHARTFORD FINL SVCS GROUP INC$101,8480.01%1,013CommonNONE
832696405SJMSMUCKER J M CO$101,2990.01%929CommonNONE
369604301GEGE AEROSPACE$101,2890.01%637CommonNONE
744320102PRUPRUDENTIAL FINL INC$99,3780.01%848CommonNONE
464287648IWOISHARES TR$99,2370.01%378CommonNONE
217204106CPRTCOPART INC$96,8930.01%1,789CommonNONE
70959W103PAGPENSKE AUTOMOTIVE GRP INC$96,8630.01%650CommonNONE
34965K107FTREFORTREA HLDGS INC$96,2080.01%4,122CommonSOLE
74736K101QRVOQORVO INC$96,1980.01%829CommonNONE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$95,7440.01%1,408CommonSOLE
761152107RMDRESMED INC$93,9880.01%491CommonNONE
316773100FITBFIFTH THIRD BANCORP$93,7800.01%2,570CommonSOLE
29476L107EQREQUITY RESIDENTIAL$90,0040.01%1,298CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$85,5220.01%788CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$84,1720.01%3,323CommonNONE
16115Q308GTLSCHART INDS INC$83,7180.01%580CommonNONE
19247X100XRNPXCOHEN & STEERS REIT & PFD &$81,4800.01%4,000CommonNONE
278642103EBAYEBAY INC.$81,4400.01%1,516CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$80,9130.01%1,123CommonSOLE
46137V696GGMEINVESCO EXCHANGE TRADED FD T$80,8180.01%1,700CommonNONE
34959J108FTVFORTIVE CORP$79,8800.01%1,078CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$79,4150.01%511CommonNONE
40131M109GHGUARDANT HEALTH INC$79,1320.01%2,740CommonNONE
37954Y715BOTZGLOBAL X FDS$78,6680.01%2,550CommonNONE
55825T103MSGSMADISON SQUARE GRDN SPRT COR$78,0740.01%415CommonNONE
682680103OKEONEOK INC NEW$77,2280.01%947CommonNONE
302491303FMCFMC CORP$76,4270.01%1,328CommonSOLE
336433107FSLRFIRST SOLAR INC$75,9810.01%337CommonNONE
370334104GISGENERAL MLS INC$75,9120.01%1,200CommonSOLE
G9456A100GLNGGOLAR LNG LTD$75,5540.01%2,410CommonNONE
257651109DCIDONALDSON INC$75,2100.01%1,051CommonNONE
464287523SOXXISHARES TR$73,9890.01%300CommonNONE
92338C103VLTOVERALTO CORP$73,7030.01%772CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$73,5030.01%772CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$73,3660.01%602CommonNONE
20825C104COPCONOCOPHILLIPS$72,7460.01%636CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$71,1920.01%317CommonNONE
88339J105TTDTHE TRADE DESK INC$70,4210.01%721CommonNONE
P73684113OSWONESPAWORLD HOLDINGS LIMITED$70,2410.01%4,570CommonNONE
60871R209TAPMOLSON COORS BEVERAGE CO$69,4340.01%1,366CommonSOLE
81282V100PRKSUNITED PARKS & RESORTS INC$68,4310.01%1,260CommonNONE
192422103CGNXCOGNEX CORP$67,9900.01%1,454CommonNONE
219948106CPAYCORPAY INC$67,6690.01%254CommonNONE
23804L103DDOGDATADOG INC$67,4390.01%520CommonNONE
18915M107NETCLOUDFLARE INC$65,1050.01%786CommonNONE
518439104ELLAUDER ESTEE COS INC$65,0110.01%611CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$65,0050.01%446CommonNONE
44107P104HSTHOST HOTELS & RESORTS INC$64,3510.01%3,579CommonSOLE
848574109S9QSPIRIT AEROSYSTEMS HLDGS INC$63,8340.01%1,942CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$63,6870.01%1,275CommonNONE
143658300CCL1EURCARNIVAL CORP$63,2550.01%3,379CommonNONE
465741106ITRIITRON INC$61,3560.01%620CommonNONE
16411R208LNGCHENIERE ENERGY INC$61,0160.01%349CommonNONE
389637109GBTCGRAYSCALE BITCOIN TR BTC$60,1620.01%1,130CommonNONE
008073108AVAVAEROVIRONMENT INC$60,1130.01%330CommonNONE
464286772EWYISHARES INC$59,4810.01%900CommonNONE
754730109RJFRAYMOND JAMES FINL INC$59,2100.01%479CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$58,5080.01%805CommonNONE
46137V886PSLINVESCO EXCHANGE TRADED FD T$58,3380.01%600CommonNONE
464287564ICFISHARES TR$57,2900.01%1,000CommonNONE
609839105MPWRMONOLITHIC PWR SYS INC$56,6960.01%69CommonNONE
247361702DALDELTA AIR LINES INC DEL$56,4070.01%1,189CommonNONE
896239100TRMBTRIMBLE INC$55,8090.01%998CommonNONE
723484101PNWPINNACLE WEST CAP CORP$55,5290.01%727CommonSOLE
00688A205ADILUSDADIAL PHARMACEUTICALS INC$55,3120.01%48,097CommonNONE
651639106NEMNEWMONT CORP$55,2690.01%1,320CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$55,1040.01%829CommonNONE
14149Y108CAHCARDINAL HEALTH INC$55,0600.01%560CommonNONE
032108607BLOKAMPLIFY ETF TR$54,9790.01%1,550CommonNONE
464288174WOODISHARES TR$54,8590.01%700CommonNONE
404280406HSBCHSBC HLDGS PLC$54,8540.01%1,261CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$54,7680.01%204CommonNONE
H17182108CRSPCRISPR THERAPEUTICS AG$54,0100.01%1,000CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$53,9930.01%1,030CommonNONE
00214Q401ARKWARK ETF TR$53,5290.01%686CommonSOLE
883203101TXTTEXTRON INC$53,3200.01%621CommonNONE
443573100HUBSHUBSPOT INC$53,0820.01%90CommonNONE
29250N105ENBENBRIDGE INC$52,9940.01%1,489CommonSOLE
M3760D101ESLTELBIT SYS LTD$52,9890.01%300CommonNONE
517834107LVSLAS VEGAS SANDS CORP$52,7910.01%1,193CommonNONE
78464A714XRTSPDR SER TR$52,4860.01%700CommonNONE
418056107HASHASBRO INC$52,3580.01%895CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$51,8860.01%119CommonNONE
48666K109KBHKB HOME$51,5130.01%734CommonNONE
92556V106VTRSVIATRIS INC$51,4610.01%4,841CommonSOLE
896095106TCBKTRICO BANCSHARES$51,4410.01%1,300CommonSOLE

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.