MondegarAI
Manchester Capital Management LLC

Q1 2025 · 13F-HR

Manchester Capital Management LLCholdings as filed

Filed 2025-05-09 · accession 0001393389-25-000004

$814.3M
Reported value
1,169
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 1169

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$106.3M13.1%190,021CommonSOLE
037833100AAPLAPPLE INC$57.6M7.08%259,381CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$54.4M6.68%494,620CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$24.8M3.05%270,085CommonSOLE
922908363VOOVANGUARD INDEX FDS$22.6M2.78%44,000CommonSOLE
023135106AMZNAMAZON COM INC$20.9M2.56%109,725CommonSOLE
464288570DSIISHARES TR$17.1M2.10%167,092CommonSOLE
922908736VUGVANGUARD INDEX FDS$16.8M2.06%45,329CommonSOLE
594918104MSFTMICROSOFT CORP$16.0M1.97%42,634CommonNONE
922908744VTVVANGUARD INDEX FDS$14.7M1.80%84,817CommonSOLE
G3730V105FTAIFTAI AVIATION LTD$12.5M1.54%112,913CommonNONE
922908629VOVANGUARD INDEX FDS$12.2M1.49%46,984CommonSOLE
67066G104NVDANVIDIA CORPORATION$11.0M1.34%101,048CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$9.3M1.14%79,993CommonSOLE
02079K305GOOGLALPHABET INC$8.6M1.06%55,703CommonNONE
02079K107GOOGALPHABET INC$8.6M1.06%55,026CommonNONE
922908512VOEVANGUARD INDEX FDS$8.4M1.03%52,214CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$8.3M1.02%136,448CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$7.2M0.88%9CommonSOLE
922908751VBVANGUARD INDEX FDS$6.9M0.85%31,077CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$6.5M0.80%128,333CommonNONE
922908553VNQVANGUARD INDEX FDS$6.5M0.80%71,987CommonSOLE
478160104JNJJOHNSON & JOHNSON$5.8M0.71%34,729CommonSOLE
464287598IWDISHARES TR$5.8M0.71%30,583CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$5.5M0.68%122,589CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$5.5M0.68%26,760CommonSOLE
464287101OEFISHARES TR$5.4M0.66%19,929CommonSOLE
68389X105ORCLORACLE CORP$5.4M0.66%38,349CommonSOLE
437076102HDHOME DEPOT INC$5.0M0.61%13,652CommonSOLE
922908611VBRVANGUARD INDEX FDS$4.9M0.60%26,442CommonSOLE
922908595VBKVANGUARD INDEX FDS$4.8M0.59%19,205CommonSOLE
922908769VTIVANGUARD INDEX FDS$4.8M0.59%17,387CommonSOLE
00287Y109ABBVABBVIE INC$4.6M0.56%21,921CommonNONE
075887109BDXBECTON DICKINSON & CO$4.5M0.55%19,729CommonNONE
742718109PGPROCTER AND GAMBLE CO$4.4M0.54%25,649CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$4.3M0.53%17,466CommonNONE
532457108LLYELI LILLY & CO$4.1M0.51%5,025CommonNONE
58933Y105MRKMERCK & CO INC$3.8M0.46%42,031CommonSOLE
464287655IWMISHARES TR$3.7M0.46%18,724CommonNONE
747525103QCOMQUALCOMM INC$3.7M0.46%24,169CommonSOLE
88160R101TSLATESLA INC$3.7M0.45%14,152CommonNONE
922908538VOTVANGUARD INDEX FDS$3.4M0.42%13,947CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$3.2M0.39%24,500CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$3.1M0.38%3,251CommonNONE
002824100ABTABBOTT LABS$3.0M0.37%22,647CommonSOLE
580135101MCDMCDONALDS CORP$3.0M0.37%9,599CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$3.0M0.36%5,674CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$2.9M0.36%35,622CommonSOLE
931142103WMTWALMART INC$2.9M0.35%32,664CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$2.7M0.33%4,902CommonNONE
032095101APHAMPHENOL CORP NEW$2.6M0.31%39,059CommonNONE
92826C839VVISA INC$2.5M0.31%7,252CommonNONE
46090E103QQQINVESCO QQQ TR$2.5M0.31%5,417CommonNONE
548661107LOWLOWES COS INC$2.5M0.31%10,881CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$2.5M0.31%1,886CommonNONE
92204A702VGTVANGUARD WORLD FD$2.4M0.29%4,426CommonSOLE
26875P101EOGEOG RES INC$2.4M0.29%18,654CommonNONE
30303M102METAMETA PLATFORMS INC$2.4M0.29%4,118CommonNONE
11135F101AVGOBROADCOM INC$2.2M0.27%13,178CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$2.2M0.27%37,339CommonNONE
464287465EFAISHARES TR$2.2M0.27%26,558CommonSOLE
464287614IWFISHARES TR$2.1M0.26%5,872CommonSOLE
464287200IVVISHARES TR$2.1M0.26%3,772CommonNONE
337738108FISVFISERV INC$2.1M0.26%9,592CommonSOLE
713448108PEPPEPSICO INC$2.1M0.26%14,118CommonSOLE
907818108UNPUNION PAC CORP$2.1M0.25%8,767CommonSOLE
031162100AMGNAMGEN INC$2.0M0.25%6,501CommonNONE
91680M107UPSTUPSTART HLDGS INC$2.0M0.25%43,392CommonNONE
03076C106AMPAMERIPRISE FINL INC$1.9M0.24%3,985CommonNONE
464287499IWRISHARES TR$1.9M0.23%22,058CommonNONE
17275R102CSCOCISCO SYS INC$1.9M0.23%30,061CommonSOLE
191216100KOCOCA COLA CO$1.8M0.23%25,733CommonNONE
46429B697USMVISHARES TR$1.8M0.22%19,400CommonNONE
464287309IVWISHARES TR$1.8M0.22%18,929CommonSOLE
464287622IWBISHARES TR$1.7M0.21%5,662CommonSOLE
46432F842IEFAISHARES TR$1.7M0.21%22,914CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.7M0.21%6,900CommonSOLE
464287234EEMISHARES TR$1.7M0.21%38,919CommonSOLE
375558103GILDGILEAD SCIENCES INC$1.7M0.21%14,979CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$1.6M0.20%20,405CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$1.6M0.19%344CommonNONE
025816109AXPAMERICAN EXPRESS CO$1.5M0.19%5,722CommonNONE
70614W100PTONPELOTON INTERACTIVE INC$1.5M0.18%236,653CommonSOLE
92204A405VFHVANGUARD WORLD FD$1.5M0.18%12,385CommonSOLE
438516106HONHONEYWELL INTL INC$1.4M0.18%6,824CommonNONE
12503M108CBOECBOE GLOBAL MKTS INC$1.4M0.18%6,359CommonNONE
701094104PHPARKER-HANNIFIN CORP$1.4M0.18%2,355CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$1.4M0.17%9,211CommonNONE
75737F108RDFNREDFIN CORP$1.3M0.17%146,579CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$1.3M0.17%2,528CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$1.3M0.16%4,189CommonNONE
92204A504VHTVANGUARD WORLD FD$1.3M0.16%4,921CommonSOLE
78463V107GLDSPDR GOLD TR$1.3M0.16%4,506CommonSOLE
98419M100XYLXYLEM INC$1.3M0.16%10,730CommonSOLE
115236101BROBROWN & BROWN INC$1.2M0.15%9,942CommonNONE
717081103PFEPFIZER INC$1.2M0.15%47,644CommonSOLE
384802104GWWGRAINGER W W INC$1.2M0.15%1,217CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$1.2M0.15%4,881CommonNONE
654106103NKENIKE INC$1.2M0.14%18,169CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$1.2M0.14%2,323CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.1M0.14%2,267CommonNONE
060505104BACBANK AMERICA CORP$1.1M0.14%26,997CommonNONE
00724F101ADBEADOBE INC$1.1M0.14%2,896CommonSOLE
718172109PMPHILIP MORRIS INTL INC$1.1M0.14%6,958CommonNONE
624758108MWAMUELLER WTR PRODS INC$1.1M0.14%43,381CommonSOLE
942749102WTSWATTS WATER TECHNOLOGIES INC$1.1M0.13%5,371CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$1.1M0.13%10,613CommonNONE
72201R585PYLDPIMCO ETF TR$1.1M0.13%41,347CommonNONE
760759100RSGREPUBLIC SVCS INC$1.1M0.13%4,498CommonNONE
872540109TJXTJX COS INC NEW$1.1M0.13%8,715CommonSOLE
166764100CVXCHEVRON CORP NEW$1.1M0.13%6,323CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$1.1M0.13%5,238CommonNONE
92203C303VUSBVANGUARD BD INDEX FDS$1.0M0.13%21,030CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$1.0M0.13%3,384CommonNONE
353514102FELEFRANKLIN ELEC INC$1.0M0.13%10,991CommonSOLE
20441A102SBSCOMPANHIA DE SANEAMENTO BASI$1.0M0.12%56,836CommonSOLE
863667101SYKSTRYKER CORPORATION$977,1570.12%2,625CommonNONE
G7S00T104PNRPENTAIR PLC$973,6530.12%11,130CommonSOLE
504922105LHLABCORP HOLDINGS INC$968,4320.12%4,161CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$960,2770.12%9,519CommonSOLE
88579Y101MMM3M CO$954,1500.12%6,497CommonSOLE
303075105FDSFACTSET RESH SYS INC$951,1070.12%2,092CommonNONE
254687106DISDISNEY WALT CO$948,8040.12%9,613CommonSOLE
30231G102XOMEXXON MOBIL CORP$944,7800.12%7,944CommonNONE
064058100BKBANK NEW YORK MELLON CORP$943,1190.12%11,245CommonSOLE
233051200DBEFDBX ETF TR$942,5960.12%21,769CommonNONE
291011104EMREMERSON ELEC CO$922,8400.11%8,417CommonSOLE
75513E101RTXRTX CORPORATION$915,5640.11%6,912CommonNONE
855244109SBUXSTARBUCKS CORP$914,9840.11%9,328CommonSOLE
172967424CCITIGROUP INC$905,2410.11%12,752CommonNONE
G23773107CWCOCONSOLIDATED WATER CO INC$884,8240.11%36,130CommonSOLE
235851102DHRDANAHER CORPORATION$884,4520.11%4,314CommonNONE
85472N109STNSTANTEC INC$873,5480.11%10,545CommonSOLE
244199105DEDEERE & CO$869,2370.11%1,852CommonSOLE
596680108MSEXMIDDLESEX WTR CO$866,3120.11%13,515CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$842,0280.10%13,806CommonSOLE
09290D101BLKBLACKROCK INC$827,2240.10%874CommonSOLE
009158106APDAIR PRODS & CHEMS INC$821,6480.10%2,786CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$821,0220.10%4,671CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$820,2490.10%6,725CommonNONE
42809H107HESHESS CORP$813,3460.10%5,092CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$803,6780.10%561CommonNONE
053611109AVYAVERY DENNISON CORP$799,0860.10%4,490CommonSOLE
G29183103ETNEATON CORP PLC$798,6370.10%2,938CommonNONE
383082104GRCGORMAN RUPP CO$796,7000.10%22,698CommonSOLE
032654105ADIANALOG DEVICES INC$796,1940.10%3,948CommonNONE
29670G102WTRGESSENTIAL UTILS INC$792,0630.10%20,037CommonSOLE
743315103PGRPROGRESSIVE CORP$779,1270.10%2,753CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$761,6260.09%9,024CommonNONE
172908105CTASCINTAS CORP$757,9950.09%3,688CommonSOLE
82509L107SHOPSHOPIFY INC$752,3830.09%7,880CommonSOLE
369550108GDGENERAL DYNAMICS CORP$749,9650.09%2,751CommonNONE
03073E105CORCENCORA INC$746,9500.09%2,686CommonNONE
776696106ROPROPER TECHNOLOGIES INC$731,0800.09%1,240CommonNONE
053332102AZOAUTOZONE INC$728,2410.09%191CommonSOLE
65339F101NEENEXTERA ENERGY INC$728,2080.09%10,272CommonNONE
130788102CWTCALIFORNIA WTR SVC GROUP$724,6710.09%14,954CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$717,5710.09%1,639CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$716,4620.09%15,795CommonNONE
882508104TXNTEXAS INSTRS INC$714,3080.09%3,975CommonSOLE
631103108NDAQNASDAQ INC$680,2370.08%8,967CommonSOLE
88162G103TTEKTETRA TECH INC NEW$677,8690.08%23,175CommonSOLE
949746101WMT2WELLS FARGO CO NEW$671,1650.08%9,349CommonSOLE
464287481IWPISHARES TR$668,8710.08%5,693CommonSOLE
75734B100RDDTREDDIT INC$665,4860.08%6,344CommonNONE
904767704UNILEVER PLC$663,5070.08%11,142CommonSOLE
03831W108APPAPPLOVIN CORP$663,2200.08%2,503CommonNONE
92338C103VLTOVERALTO CORP$658,7620.08%6,760CommonSOLE
921932885IVOOVANGUARD ADMIRAL FDS INC$640,3660.08%6,488CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$640,0750.08%1,854CommonNONE
029899101AWRAMER STATES WTR CO$635,4990.08%8,077CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$609,4670.07%13,020CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$608,5680.07%1,114CommonSOLE
071813109BAXBAXTER INTL INC$608,2330.07%17,769CommonSOLE
87612E106TGTTARGET CORP$603,2010.07%5,780CommonSOLE
902973304USBUS BANCORP DEL$586,1410.07%13,883CommonNONE
962166104WYWEYERHAEUSER CO MTN BE$579,9490.07%19,807CommonSOLE
64110L106NFLXNETFLIX INC$570,0060.07%611CommonNONE
609207105MDLZMONDELEZ INTL INC$567,2940.07%8,361CommonNONE
097023105BABOEING CO$558,5520.07%3,275CommonSOLE
25754A201DPZDOMINOS PIZZA INC$556,3940.07%1,211CommonNONE
464287473IWSISHARES TR$551,2450.07%4,376CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$544,2880.07%1,615CommonNONE
26923G798VPCETFIS SER TR I$538,1120.07%25,600CommonNONE
48251W104KKRKKR & CO INC$534,8130.07%4,626CommonNONE
98983L108ZWSZURN ELKAY WATER SOLNS CORP$531,7700.07%16,124CommonSOLE
H1467J104CBCHUBB LIMITED$529,6910.07%1,754CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$529,0290.06%5,485CommonNONE
670346105NUENUCOR CORP$523,4790.06%4,350CommonSOLE
85208P303URNMSPROTT FDS TR$520,7600.06%16,053CommonNONE
921909768VXUSVANGUARD STAR FDS$511,2570.06%8,233CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$509,9090.06%2,056CommonSOLE
46435G474FALNISHARES TR$507,8590.06%18,957CommonNONE
G5960L103MDTMEDTRONIC PLC$507,1700.06%5,644CommonSOLE
379463102GWRSGLOBAL WTR RES INC$506,1490.06%49,093CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$502,9960.06%1,126CommonNONE
61774R403CVMCMORGAN STANLEY ETF TRUST$498,9310.06%8,796CommonSOLE
09260D107BXBLACKSTONE INC$497,5710.06%3,560CommonNONE
21874C102CNMCORE & MAIN INC$492,0860.06%10,186CommonSOLE
46434G103IEMGISHARES INC$486,7020.06%9,018CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$483,5180.06%2,803CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$481,9850.06%905CommonNONE
571903202MARMARRIOTT INTL INC NEW$479,8330.06%2,014CommonNONE
98954M200ZZILLOW GROUP INC$471,8990.06%6,883CommonNONE
294429105EFXEQUIFAX INC$469,0970.06%1,926CommonSOLE
126408103CSXCSX CORP$465,2010.06%15,807CommonSOLE
02209S103MOALTRIA GROUP INC$464,6750.06%7,742CommonNONE
29270J100ERIIENERGY RECOVERY INC$463,5750.06%29,174CommonSOLE
535555106LNNLINDSAY CORP$461,7980.06%3,650CommonSOLE
987184108YORWYORK WTR CO$456,6670.06%13,168CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$455,2950.06%2,347CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$453,2890.06%4,973CommonSOLE
464288810IHIISHARES TR$451,4250.06%7,500CommonNONE
14040H105COFCAPITAL ONE FINL CORP$443,7120.05%2,475CommonNONE
667746101NWPXNORTHWEST PIPE CO$442,3230.05%10,710CommonSOLE
78409V104SPGIS&P GLOBAL INC$433,4100.05%853CommonNONE
512807306LRCXLAM RESEARCH CORP$432,2750.05%5,946CommonNONE
595112103MUMICRON TECHNOLOGY INC$429,3250.05%4,941CommonSOLE
615369105MCOMOODYS CORP$428,9010.05%921CommonNONE
92204A306VDEVANGUARD WORLD FD$428,4380.05%3,303CommonSOLE
25746U109DDOMINION ENERGY INC$427,2540.05%7,620CommonNONE
531229771FWONALIBERTY MEDIA CORP DEL$423,4010.05%5,197CommonSOLE
617446448MSMORGAN STANLEY$420,5960.05%3,605CommonNONE
579780206MKCMCCORMICK & CO INC$420,1930.05%5,105CommonSOLE
922908637VVVANGUARD INDEX FDS$417,4170.05%1,624CommonSOLE
464287721IYWISHARES TR$416,8260.05%2,968CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$414,1030.05%2,016CommonNONE
464287762IYHISHARES TR$412,7740.05%6,779CommonSOLE
464287739IYRISHARES TR$410,3850.05%4,286CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$408,3270.05%1,544CommonSOLE
758750103RRXREGAL REXNORD CORPORATION$407,3560.05%3,578CommonSOLE
38173M102GBDCGOLUB CAP BDC INC$405,7520.05%26,800CommonNONE
36828A101GEVGE VERNOVA INC$404,4630.05%1,325CommonNONE
458140100INTCINTEL CORP$403,1300.05%17,751CommonSOLE
043113208ARTNAARTESIAN RES CORP$402,6080.05%12,331CommonSOLE
149123101CATCATERPILLAR INC$401,0370.05%1,216CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$400,4230.05%8,039CommonNONE
12572Q105CMECME GROUP INC$397,4050.05%1,498CommonSOLE
98978V103ZTSZOETIS INC$393,6790.05%2,391CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$393,2780.05%2,368CommonSOLE
81762P102NOWSERVICENOW INC$391,7010.05%492CommonNONE
464287549IGMISHARES TR$385,1670.05%4,248CommonSOLE
501044101KRKROGER CO$385,0150.05%5,688CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$382,9970.05%3,185CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$381,6710.05%1,754CommonSOLE
464285204IAUISHARES GOLD TR$378,8180.05%6,425CommonSOLE
670100205NVONOVO-NORDISK A S$378,4480.05%5,450CommonSOLE
461202103INTUINTUIT$376,5670.05%613CommonNONE
749685103RPMRPM INTL INC$373,0680.05%3,225CommonNONE
697435105PANWPALO ALTO NETWORKS INC$370,1250.05%2,169CommonNONE
29977A105EVREVERCORE INC$369,6820.05%1,851CommonNONE
020002101ALLALLSTATE CORP$365,0650.04%1,763CommonNONE
546347105LPXLOUISIANA PAC CORP$364,6090.04%3,964CommonNONE
94106L109WMWASTE MGMT INC DEL$358,8410.04%1,550CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$357,0220.04%3,243CommonSOLE
79466L302CRMSALESFORCE INC$356,9190.04%1,330CommonNONE
036752103ELVELEVANCE HEALTH INC$354,9280.04%816CommonSOLE
825704109SIBNSI-BONE INC$352,2520.04%25,107CommonSOLE
78464A862XSDSPDR SER TR$351,3480.04%1,750CommonNONE
20030N101CMCSACOMCAST CORP NEW$346,8600.04%9,400CommonNONE
87612G101TRGPTARGA RES CORP$338,5940.04%1,689CommonNONE
98389B100XELXCEL ENERGY INC$334,4120.04%4,724CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$330,1880.04%5,208CommonSOLE
443510607HUBBHUBBELL INC$327,9320.04%991CommonNONE
126650100CVSCVS HEALTH CORP$327,6390.04%4,836CommonNONE
33734X192SKYYFIRST TR EXCHANGE TRADED FD$327,1360.04%3,200CommonNONE
893641100TDGTRANSDIGM GROUP INC$325,0740.04%235CommonNONE
464287408IVEISHARES TR$322,6520.04%1,693CommonNONE
285512109EAELECTRONIC ARTS INC$321,8470.04%2,227CommonSOLE
23345M107DTMDT MIDSTREAM INC$317,9020.04%3,295CommonNONE
464287689IWVISHARES TR$317,6400.04%1,000CommonNONE
231021106CMICUMMINS INC$314,0670.04%1,002CommonSOLE
303250104FICOFAIR ISAAC CORP$313,5080.04%170CommonNONE
33738R605FVFIRST TR EXCHANGE TRADED FD$312,7020.04%5,700CommonNONE
22052L104CTVACORTEVA INC$311,7560.04%4,954CommonNONE
G87052109TELTE CONNECTIVITY PLC$308,8610.04%2,186CommonSOLE
92840M102VSTVISTRA CORP$306,7540.04%2,612CommonNONE
526057104LENLENNAR CORP$306,7280.04%2,672CommonNONE
679580100ODFLOLD DOMINION FREIGHT LINE IN$304,7590.04%1,842CommonNONE
85208M102SFMSPROUTS FMRS MKT INC$297,9540.04%1,952CommonNONE
194162103CLCOLGATE PALMOLIVE CO$292,3370.04%3,120CommonSOLE
00206R102TAT&T INC$291,1150.04%10,294CommonNONE
682680103OKEONEOK INC NEW$290,1200.04%2,924CommonNONE
05464C101AXONAXON ENTERPRISE INC$286,1170.04%544CommonNONE
46641Q159JPIEJ P MORGAN EXCHANGE TRADED F$285,6340.04%6,200CommonNONE
464287523SOXXISHARES TR$283,5730.03%1,507CommonSOLE
001055102AFLAFLAC INC$281,9780.03%2,536CommonNONE
29605J106ESABESAB CORPORATION$280,1830.03%2,405CommonNONE
58155Q103MCKMCKESSON CORP$278,6180.03%414CommonSOLE
833445109SNOWSNOWFLAKE INC$275,6580.03%1,886CommonNONE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$273,5040.03%1,200CommonSOLE
835699307SONYSONY GROUP CORP$273,2980.03%10,764CommonNONE
629377508NRGNRG ENERGY INC$272,3480.03%2,853CommonNONE
042068205ARMARM HOLDINGS PLC$270,9270.03%2,537CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$265,9760.03%754CommonNONE
278865100ECLECOLAB INC$263,2700.03%1,038CommonNONE
369604301GEGE AEROSPACE$260,4270.03%1,301CommonNONE
955306105WSTWEST PHARMACEUTICAL SVSC INC$256,5670.03%1,146CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$255,0160.03%526CommonNONE
040413205ANETARISTA NETWORKS INC$252,9560.03%3,265CommonNONE
049560105ATOATMOS ENERGY CORP$250,1110.03%1,618CommonNONE
464287887IJTISHARES TR$249,0000.03%2,000CommonNONE
872590104TMUST-MOBILE US INC$247,8740.03%929CommonNONE
745867101PHMPULTE GROUP INC$245,1780.03%2,385CommonSOLE
29084Q100EMEEMCOR GROUP INC$243,5870.03%659CommonNONE
518439104ELLAUDER ESTEE COS INC$240,9000.03%3,650CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$238,1370.03%1,206CommonNONE
808513105SCHWSCHWAB CHARLES CORP$237,1110.03%3,029CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$233,9870.03%3,586CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$230,9370.03%483CommonNONE
48020Q107JLLJONES LANG LASALLE INC$230,3090.03%929CommonNONE
921932844IVOVVANGUARD ADMIRAL FDS INC$230,1080.03%2,500CommonSOLE
302081104EXLSEXLSERVICE HOLDINGS INC$229,2050.03%4,855CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$227,0640.03%2,078CommonSOLE
444859102HUMHUMANA INC$226,7630.03%857CommonSOLE
231561101CWCURTISS WRIGHT CORP$225,2620.03%710CommonNONE
464288752ITBISHARES TR$224,6960.03%2,360CommonNONE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$222,1500.03%1,000CommonNONE
03662Q105AKXANSYS INC$220,6430.03%697CommonNONE
07831C103BRBRBELLRING BRANDS INC$216,8280.03%2,912CommonNONE
D18190898DBDEUTSCHE BANK A G$215,6620.03%9,050CommonNONE
879360105TDYTELEDYNE TECHNOLOGIES INC$212,5230.03%427CommonNONE
464288836IHEISHARES TR$211,6800.03%3,000CommonNONE
20825C104COPCONOCOPHILLIPS$211,4060.03%2,013CommonNONE
464288828IHFISHARES TR$211,2000.03%4,000CommonNONE
46982L108JJACOBS SOLUTIONS INC$210,0710.03%1,738CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$208,2580.03%2,018CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$203,5280.02%2,473CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$203,2180.02%858CommonNONE
842587107SOSOUTHERN CO$202,3030.02%2,200CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$201,5570.02%2,919CommonNONE
78464A789KIESPDR SER TR$199,7490.02%3,300CommonNONE
494368103KMBKIMBERLY-CLARK CORP$199,2510.02%1,401CommonSOLE
922908652VXFVANGUARD INDEX FDS$198,2720.02%1,151CommonSOLE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$197,2810.02%14,474CommonNONE
127097103CTRACOTERRA ENERGY INC$196,8390.02%6,811CommonNONE
H01301128ALCALCON AG$194,3220.02%2,047CommonNONE
493267108KEYKEYCORP$194,2470.02%12,148CommonNONE
441593100HLIHOULIHAN LOKEY INC$192,1850.02%1,190CommonNONE
65249B208NWSNEWS CORP NEW$189,3880.02%6,236CommonNONE
464287804IJRISHARES TR$188,2260.02%1,800CommonNONE
253868103DLRDIGITAL RLTY TR INC$186,5640.02%1,302CommonNONE
688239201OSKOSHKOSH CORP$186,1850.02%1,979CommonNONE
260003108DOVDOVER CORP$185,6940.02%1,057CommonNONE
46138G615SOXQINVESCO EXCH TRADED FD TR II$185,6810.02%5,518CommonSOLE
98980G102ZSZSCALER INC$185,5230.02%935CommonNONE
38149W630GPIQGOLDMAN SACHS ETF TR$182,8600.02%4,100CommonNONE
464287325IXJISHARES TR$182,4000.02%2,000CommonNONE
693718108PCARPACCAR INC$182,2770.02%1,872CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$179,8900.02%2,697CommonNONE
237266101DARDARLING INGREDIENTS INC$178,4120.02%5,711CommonNONE
37045V100GMGENERAL MTRS CO$177,4450.02%3,773CommonNONE
31620M106FISFIDELITY NATL INFORMATION SV$176,5750.02%2,364CommonSOLE
464287648IWOISHARES TR$176,0610.02%689CommonNONE
G0403H108AONAON PLC$175,2010.02%439CommonSOLE
89151E109TTENTOTALENERGIES SE$172,7230.02%2,670CommonNONE
052769106ADSKAUTODESK INC$172,0030.02%657CommonSOLE
09073M104TECHBIO-TECHNE CORP$168,6790.02%2,877CommonNONE
761152107RMDRESMED INC$166,7690.02%745CommonNONE
464287531IDGTISHARES TR$166,0510.02%2,250CommonNONE
15118V207CELHCELSIUS HLDGS INC$164,4940.02%4,618CommonNONE
33734X184FXUFIRST TR EXCHANGE TRADED FD$163,1790.02%3,979CommonNONE
416515104HIGHARTFORD INSURANCE GROUP INC$162,3340.02%1,312CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$161,4990.02%2,623CommonNONE
89832Q109TFCTRUIST FINL CORP$160,4210.02%3,898CommonNONE
070830104BBWIBATH & BODY WORKS INC$159,9930.02%2,250CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$159,2450.02%311CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$157,3280.02%1,993CommonSOLE
172062101CINFCINCINNATI FINL CORP$157,0270.02%1,063CommonNONE
227046109CROXCROCS INC$152,6100.02%1,437CommonSOLE
464287630IWNISHARES TR$150,0750.02%994CommonNONE
857477103STTSTATE STR CORP$149,4260.02%1,669CommonSOLE
406216101HALHALLIBURTON CO$147,6030.02%5,818CommonNONE
31428X106FDXFEDEX CORP$147,2440.02%604CommonNONE
03674X106ARANTERO RESOURCES CORP$147,2020.02%3,640CommonNONE
78464A888XHBSPDR SER TR$145,3500.02%1,500CommonNONE
832696405SJMSMUCKER J M CO$143,5130.02%1,212CommonNONE
693506107PPGPPG INDS INC$142,3740.02%1,302CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$141,4340.02%223CommonNONE
46429B663HDVISHARES TR$141,2260.02%1,166CommonSOLE
871829107SYYSYSCO CORP$140,4750.02%1,872CommonSOLE
316773100FITBFIFTH THIRD BANCORP$140,0230.02%3,572CommonSOLE
59156R108METMETLIFE INC$139,5450.02%1,738CommonNONE
229899109CFRCULLEN FROST BANKERS INC$139,0980.02%1,111CommonNONE
871607107SNPSSYNOPSYS INC$138,5190.02%323CommonNONE
21036P108STZCONSTELLATION BRANDS INC$138,1910.02%753CommonNONE
464288737KXIISHARES TR$137,7080.02%2,150CommonSOLE
46137V282RSPTINVESCO EXCHANGE TRADED FD T$136,8000.02%4,000CommonNONE
464288257ACWIISHARES TR$136,1770.02%1,170CommonNONE
301505707ROBOEXCHANGE TRADED CONCEPTS TRU$133,9000.02%2,600CommonNONE
778296103ROSTROSS STORES INC$133,2850.02%1,043CommonNONE
460690100IPGINTERPUBLIC GROUP COS INC$133,1660.02%4,903CommonNONE
384747101GRALGRAIL INC$133,0380.02%5,209CommonSOLE
337344105QQEWFIRST TR NAS100 EQ WEIGHTED$133,0230.02%1,100CommonNONE
78464A870XBISPDR SER TR$131,2200.02%1,618CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$130,3200.02%2,692CommonNONE
911363109URIUNITED RENTALS INC$129,1910.02%206CommonNONE
015271109AREALEXANDRIA REAL ESTATE EQ IN$128,9590.02%1,394CommonSOLE
482480100KLACKLA CORP$128,4830.02%189CommonNONE
884903808TRI4EURTHOMSON REUTERS CORP$126,9940.02%735CommonNONE
18915M107NETCLOUDFLARE INC$126,5510.02%1,123CommonNONE
G02602103DOXAMDOCS LTD$123,5250.02%1,350CommonSOLE
09062X103BIIBBIOGEN INC$122,8830.02%898CommonSOLE
67092P607NUSCNUSHARES ETF TR$122,8040.02%3,203CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$121,8770.01%1,514CommonNONE
69370C100PTCPTC INC$120,3970.01%777CommonNONE
217204106CPRTCOPART INC$119,8020.01%2,117CommonNONE
592688105MTDMETTLER TOLEDO INTERNATIONAL$119,2720.01%101CommonNONE
37950E416SOCLGLOBAL X FDS$118,3680.01%2,700CommonNONE
419870100HEHAWAIIAN ELEC INDUSTRIES$118,2390.01%10,798CommonNONE
40131M109GHGUARDANT HEALTH INC$116,7240.01%2,740CommonNONE
278642103EBAYEBAY INC.$116,2930.01%1,717CommonSOLE
427866108HSYHERSHEY CO$115,4460.01%675CommonNONE
M3760D101ESLTELBIT SYS LTD$115,1040.01%300CommonNONE
928298108VSHVISHAY INTERTECHNOLOGY INC$114,0830.01%7,175CommonSOLE
941848103WATWATERS CORP$112,7830.01%306CommonNONE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$110,3900.01%1,443CommonSOLE
92204A603VISVANGUARD WORLD FD$110,1600.01%445CommonSOLE
34959J108FTVFORTIVE CORP$110,1360.01%1,505CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$109,9980.01%688CommonNONE
81141R100SESEA LTD$108,5680.01%832CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$107,1500.01%1,270CommonSOLE
200525103CBSHCOMMERCE BANCSHARES INC$106,6630.01%1,714CommonNONE
81752T528CLOZSERIES PORTFOLIOS TR$106,2800.01%4,000CommonNONE
216648501COOCOOPER COS INC$106,1130.01%1,258CommonSOLE
55087P104LYFTLYFT INC$105,3940.01%8,879CommonSOLE
21044C107ROADCONSTRUCTION PARTNERS INC$105,0030.01%1,461CommonNONE
404280406HSBCHSBC HLDGS PLC$104,3510.01%1,817CommonNONE
52736R102LEVILEVI STRAUSS & CO NEW$103,5490.01%6,642CommonSOLE
45168D104IDXXIDEXX LABS INC$101,6280.01%242CommonNONE
681919106OMCOMNICOM GROUP INC$99,7410.01%1,203CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$97,4940.01%1,217CommonNONE
41151J885OSEAHARBOR ETF TRUST$97,0120.01%3,656CommonSOLE
34959E109FTNTFORTINET INC$95,8750.01%996CommonNONE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$94,7320.01%837CommonSOLE
29476L107EQREQUITY RESIDENTIAL$93,3410.01%1,304CommonSOLE
46438R105ETHAISHARES ETHEREUM TR$91,6960.01%6,635CommonSOLE
770700102HOODROBINHOOD MKTS INC$91,5640.01%2,200CommonNONE
G9456A100GLNGGOLAR LNG LTD$91,5560.01%2,410CommonNONE
23804L103DDOGDATADOG INC$91,2740.01%920CommonNONE
464288687PFFISHARES TR$90,1010.01%2,932CommonSOLE
370334104GISGENERAL MLS INC$89,6260.01%1,499CommonNONE
30161N101EXCEXELON CORP$89,3500.01%1,939CommonNONE
219948106CPAYCORPAY INC$88,5750.01%254CommonNONE
19247X100XRNPXCOHEN & STEERS REIT & PFD &$88,2800.01%4,000CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$88,0450.01%603CommonNONE
05329W102ANAUTONATION INC$87,9230.01%543CommonNONE
95040Q104WELLWELLTOWER INC$87,4830.01%571CommonNONE
921078101OUNZVANECK MERK GOLD ETF$87,2860.01%2,896CommonNONE
744320102PRUPRUDENTIAL FINL INC$86,9990.01%779CommonNONE
888787108TOSTTOAST INC$86,1760.01%2,598CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$85,2580.01%147CommonNONE
756109104OREALTY INCOME CORP$85,1590.01%1,468CommonNONE
46137V696GGMEINVESCO EXCHANGE TRADED FD T$84,7280.01%1,700CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$84,6780.01%446CommonNONE
14149Y108CAHCARDINAL HEALTH INC$84,5910.01%614CommonNONE
682189105ONON SEMICONDUCTOR CORP$84,3920.01%2,074CommonSOLE
67059N108NTNXNUTANIX INC$84,0520.01%1,204CommonNONE
40412C101HCAHCA HEALTHCARE INC$83,9690.01%243CommonNONE
91529Y106UNMUNUM GROUP$83,9040.01%1,030CommonNONE
260557103DOWDOW INC$83,7040.01%2,397CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$83,3920.01%1,370CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$83,1980.01%1,072CommonSOLE
16115Q308GTLSCHART INDS INC$82,2860.01%570CommonNONE
192422103CGNXCOGNEX CORP$82,0330.01%2,750CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$82,0040.01%494CommonNONE
70959W103PAGPENSKE AUTOMOTIVE GRP INC$81,6370.01%567CommonNONE
92939U106WECWEC ENERGY GROUP INC$81,0820.01%744CommonNONE
16411R208LNGCHENIERE ENERGY INC$80,7590.01%349CommonNONE
222795502CUZCOUSINS PPTYS INC$80,0040.01%2,712CommonNONE
962879102WPMWHEATON PRECIOUS METALS CORP$79,9590.01%1,030CommonNONE
04621X108AIZASSURANT INC$79,2860.01%378CommonNONE
651639106NEMNEWMONT CORP$77,4900.01%1,605CommonNONE
464288760ITAISHARES TR$76,5500.01%500CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$76,0330.01%575CommonNONE
N07059210ASMLASML HOLDING N V$75,5400.01%114CommonNONE
921937835BNDVANGUARD BD INDEX FDS$75,4340.01%1,027CommonSOLE
143658300CCL1EURCARNIVAL CORP$75,0540.01%3,843CommonNONE
896239100TRMBTRIMBLE INC$74,1850.01%1,130CommonNONE
00650F109ADPTADAPTIVE BIOTECHNOLOGIES COR$73,1860.01%9,850CommonNONE
25809K105DASHDOORDASH INC$73,1080.01%400CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$73,0060.01%557CommonNONE
37954Y715BOTZGLOBAL X FDS$72,5730.01%2,550CommonNONE
72352L106PINSPINTEREST INC$71,7030.01%2,313CommonNONE
257651109DCIDONALDSON INC$70,7490.01%1,055CommonNONE
345370860FFORD MTR CO$69,3180.01%6,911CommonNONE
26614N102DDDUPONT DE NEMOURS INC$67,6840.01%906CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$67,4860.01%1,344CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$67,3980.01%322CommonNONE
60937P106MDBMONGODB INC$67,3540.01%384CommonSOLE
723484101PNWPINNACLE WEST CAP CORP$67,3420.01%707CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$66,5240.01%448CommonNONE
465741106ITRIITRON INC$66,5230.01%635CommonNONE
084423102WRBBERKLEY W R CORP$66,4640.01%934CommonNONE
780259305SHELSHELL PLC$65,9520.01%900CommonNONE
74736K101QRVOQORVO INC$65,6040.01%906CommonNONE
570535104MKLMARKEL GROUP INC$65,4370.01%35CommonNONE
46137V886PSLINVESCO EXCHANGE TRADED FD T$65,0220.01%600CommonNONE
337932107FEFIRSTENERGY CORP$64,3490.01%1,592CommonNONE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$64,2560.01%1,600CommonSOLE

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.