MondegarAI
Manchester Capital Management LLC

Q2 2025 · 13F-HR

Manchester Capital Management LLCholdings as filed

Filed 2025-08-12 · accession 0001393389-25-000005

$761.2M
Reported value
1,200
Positions
2025-06-30
Period end
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The Brief · Manchester Capital Management LLC · Q2 2025

AI · grounded in 13F

Manchester Capital Management LLC established a new position in SPY valued at $110.6M. The fund also initiated new stakes in AAPL for $54.1M and UPS for $38.5M. Additional new positions include AMZN at $24.1M and VOO at $23.3M.

Holdings as filed

First 500 of 1200

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$110.6M14.5%179,026CommonSOLE
037833100AAPLAPPLE INC$53.0M6.97%258,516CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$38.5M5.06%381,483CommonSOLE
023135106AMZNAMAZON COM INC$24.1M3.17%109,955CommonSOLE
922908363VOOVANGUARD INDEX FDS$23.3M3.07%41,101CommonSOLE
594918104MSFTMICROSOFT CORP$20.7M2.72%41,679CommonNONE
464288570DSIISHARES TR$16.7M2.20%144,040CommonNONE
67066G104NVDANVIDIA CORPORATION$15.8M2.08%100,163CommonNONE
G3730V105FTAIFTAI AVIATION LTD$13.0M1.71%112,915CommonNONE
922908629VOVANGUARD INDEX FDS$11.4M1.50%40,761CommonSOLE
922908744VTVVANGUARD INDEX FDS$9.8M1.29%55,616CommonSOLE
02079K305GOOGLALPHABET INC$9.8M1.29%55,570CommonNONE
02079K107GOOGALPHABET INC$9.6M1.26%54,044CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$9.5M1.25%98,889CommonNONE
68389X105ORCLORACLE CORP$8.2M1.07%37,417CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$7.2M0.94%55,867CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$6.8M0.89%26,783CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$6.6M0.86%9CommonSOLE
464287101OEFISHARES TR$6.5M0.85%21,264CommonSOLE
92204A702VGTVANGUARD WORLD FD$6.3M0.83%9,548CommonSOLE
922908751VBVANGUARD INDEX FDS$5.9M0.78%25,001CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$5.8M0.76%101,488CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$5.4M0.71%92,529CommonNONE
922908553VNQVANGUARD INDEX FDS$4.9M0.65%55,284CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$4.9M0.64%16,907CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$4.4M0.58%89,563CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$4.3M0.56%32,210CommonNONE
437076102HDHOME DEPOT INC$4.2M0.56%11,568CommonSOLE
88160R101TSLATESLA INC$4.1M0.54%12,959CommonNONE
00287Y109ABBVABBVIE INC$4.1M0.53%21,889CommonNONE
478160104JNJJOHNSON & JOHNSON$4.0M0.52%25,918CommonSOLE
532457108LLYELI LILLY & CO$3.9M0.51%5,011CommonNONE
464287655IWMISHARES TR$3.9M0.51%17,962CommonNONE
747525103QCOMQUALCOMM INC$3.7M0.49%23,335CommonSOLE
11135F101AVGOBROADCOM INC$3.7M0.48%13,350CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$3.4M0.45%3,440CommonNONE
922908512VOEVANGUARD INDEX FDS$3.4M0.44%20,539CommonNONE
032095101APHAMPHENOL CORP NEW$3.3M0.44%33,812CommonNONE
075887109BDXBECTON DICKINSON & CO$3.3M0.44%19,367CommonNONE
742718109PGPROCTER AND GAMBLE CO$3.3M0.44%20,917CommonSOLE
931142103WMTWALMART INC$3.2M0.42%32,758CommonSOLE
30303M102METAMETA PLATFORMS INC$3.2M0.41%4,275CommonNONE
58933Y105MRKMERCK & CO INC$3.1M0.40%38,851CommonSOLE
002824100ABTABBOTT LABS$3.0M0.40%22,219CommonSOLE
46090E103QQQINVESCO QQQ TR$3.0M0.40%5,468CommonNONE
922908769VTIVANGUARD INDEX FDS$2.9M0.38%9,585CommonSOLE
464287200IVVISHARES TR$2.9M0.38%4,672CommonNONE
91680M107UPSTUPSTART HLDGS INC$2.8M0.37%43,123CommonNONE
580135101MCDMCDONALDS CORP$2.6M0.35%9,024CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$2.5M0.33%4,516CommonNONE
92826C839VVISA INC$2.5M0.33%7,110CommonNONE
26875P101EOGEOG RES INC$2.2M0.29%18,683CommonNONE
464287598IWDISHARES TR$2.1M0.28%10,885CommonNONE
03076C106AMPAMERIPRISE FINL INC$2.1M0.27%3,879CommonNONE
17275R102CSCOCISCO SYS INC$2.1M0.27%29,742CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$2.0M0.27%352CommonNONE
464287499IWRISHARES TR$2.0M0.27%22,058CommonNONE
907818108UNPUNION PAC CORP$2.0M0.26%8,750CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$2.0M0.26%1,886CommonNONE
464287309IVWISHARES TR$2.0M0.26%18,056CommonSOLE
464287622IWBISHARES TR$1.9M0.25%5,662CommonSOLE
46432F842IEFAISHARES TR$1.9M0.25%22,914CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$1.9M0.25%28,436CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.9M0.25%6,391CommonSOLE
46429B697USMVISHARES TR$1.8M0.24%19,400CommonNONE
78463V107GLDSPDR GOLD TR$1.8M0.24%5,894CommonSOLE
922908611VBRVANGUARD INDEX FDS$1.8M0.23%9,101CommonNONE
922908736VUGVANGUARD INDEX FDS$1.8M0.23%4,039CommonSOLE
548661107LOWLOWES COS INC$1.8M0.23%7,954CommonSOLE
70614W100PTONPELOTON INTERACTIVE INC$1.7M0.23%251,790CommonSOLE
464287614IWFISHARES TR$1.7M0.23%4,069CommonSOLE
75737F108RDFNREDFIN CORP$1.6M0.21%146,165CommonNONE
438516106HONHONEYWELL INTL INC$1.6M0.21%7,015CommonNONE
025816109AXPAMERICAN EXPRESS CO$1.6M0.21%5,067CommonNONE
375558103GILDGILEAD SCIENCES INC$1.6M0.21%14,494CommonSOLE
031162100AMGNAMGEN INC$1.6M0.21%5,661CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$1.6M0.21%5,036CommonSOLE
92204A405VFHVANGUARD WORLD FD$1.6M0.21%12,268CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$1.6M0.20%10,970CommonNONE
922908595VBKVANGUARD INDEX FDS$1.5M0.20%5,506CommonSOLE
701094104PHPARKER-HANNIFIN CORP$1.4M0.19%2,056CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$1.4M0.19%4,414CommonNONE
12503M108CBOECBOE GLOBAL MKTS INC$1.4M0.18%6,012CommonNONE
337738108FISVFISERV INC$1.4M0.18%8,064CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$1.3M0.18%9,611CommonNONE
191216100KOCOCA COLA CO$1.3M0.17%18,717CommonNONE
942749102WTSWATTS WATER TECHNOLOGIES INC$1.3M0.17%5,371CommonSOLE
718172109PMPHILIP MORRIS INTL INC$1.3M0.17%6,954CommonNONE
384802104GWWGRAINGER W W INC$1.3M0.17%1,217CommonNONE
922908538VOTVANGUARD INDEX FDS$1.3M0.16%4,407CommonSOLE
20441A102SBSCOMPANHIA DE SANEAMENTO BASI$1.2M0.16%56,836CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.2M0.16%8,941CommonNONE
717081103PFEPFIZER INC$1.2M0.16%50,005CommonSOLE
654106103NKENIKE INC$1.2M0.16%16,952CommonNONE
060505104BACBANK AMERICA CORP$1.2M0.16%25,132CommonNONE
98419M100XYLXYLEM INC$1.2M0.16%9,147CommonSOLE
713448108PEPPEPSICO INC$1.2M0.16%8,936CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$1.2M0.15%2,078CommonNONE
254687106DISDISNEY WALT CO$1.2M0.15%9,304CommonSOLE
85472N109STNSTANTEC INC$1.1M0.15%10,545CommonSOLE
G7S00T104PNRPENTAIR PLC$1.1M0.15%11,130CommonSOLE
64110L106NFLXNETFLIX INC$1.1M0.15%848CommonNONE
00724F101ADBEADOBE INC$1.1M0.15%2,934CommonSOLE
72201R585PYLDPIMCO ETF TR$1.1M0.14%41,347CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$1.1M0.14%3,658CommonNONE
504922105LHLABCORP HOLDINGS INC$1.1M0.14%4,161CommonSOLE
760759100RSGREPUBLIC SVCS INC$1.1M0.14%4,400CommonNONE
172967424CCITIGROUP INC$1.1M0.14%12,745CommonNONE
G23773107CWCOCONSOLIDATED WATER CO INC$1.1M0.14%36,130CommonSOLE
872540109TJXTJX COS INC NEW$1.1M0.14%8,703CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$1.1M0.14%4,871CommonNONE
115236101BROBROWN & BROWN INC$1.1M0.14%9,600CommonNONE
G29183103ETNEATON CORP PLC$1.1M0.14%2,958CommonNONE
82509L107SHOPSHOPIFY INC$1.1M0.14%9,105CommonSOLE
92203C303VUSBVANGUARD BD INDEX FDS$1.0M0.14%21,030CommonSOLE
624758108MWAMUELLER WTR PRODS INC$1.0M0.14%43,381CommonSOLE
949746101WMT2WELLS FARGO CO NEW$1.0M0.14%12,899CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$1.0M0.14%11,303CommonSOLE
037833100AAPLAPPLE INC$1.0M0.13%5,000PUTSOLE
101137107BSXBOSTON SCIENTIFIC CORP$1.0M0.13%9,536CommonSOLE
090043100BILLBILL HOLDINGS INC$1.0M0.13%22,120CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$1.0M0.13%3,311CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$1.0M0.13%1,872CommonSOLE
75513E101RTXRTX CORPORATION$1.0M0.13%6,873CommonNONE
863667101SYKSTRYKER CORPORATION$998,9660.13%2,525CommonNONE
353514102FELEFRANKLIN ELEC INC$986,3330.13%10,991CommonSOLE
75734B100RDDTREDDIT INC$955,5180.13%6,346CommonNONE
244199105DEDEERE & CO$940,7070.12%1,850CommonSOLE
032654105ADIANALOG DEVICES INC$937,0850.12%3,937CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$935,8020.12%2,308CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$910,0710.12%14,868CommonSOLE
166764100CVXCHEVRON CORP NEW$908,2550.12%6,343CommonNONE
233051200DBEFDBX ETF TR$902,5610.12%20,630CommonNONE
303075105FDSFACTSET RESH SYS INC$887,4040.12%1,984CommonNONE
09290D101BLKBLACKROCK INC$885,5670.12%844CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$873,3780.11%4,685CommonSOLE
882508104TXNTEXAS INSTRS INC$835,0480.11%4,022CommonSOLE
383082104GRCGORMAN RUPP CO$833,4710.11%22,698CommonSOLE
88162G103TTEKTETRA TECH INC NEW$833,0140.11%23,165CommonSOLE
009158106APDAIR PRODS & CHEMS INC$828,1290.11%2,936CommonNONE
855244109SBUXSTARBUCKS CORP$825,4040.11%9,008CommonSOLE
172908105CTASCINTAS CORP$821,7220.11%3,687CommonSOLE
03073E105CORCENCORA INC$805,3980.11%2,686CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$805,3500.11%6,825CommonNONE
631103108NDAQNASDAQ INC$801,8300.11%8,967CommonSOLE
464287481IWPISHARES TR$789,5060.10%5,693CommonSOLE
053611109AVYAVERY DENNISON CORP$781,5440.10%4,454CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$758,3540.10%8,414CommonNONE
235851102DHRDANAHER CORPORATION$750,7310.10%3,800CommonNONE
30231G102XOMEXXON MOBIL CORP$737,6760.10%6,843CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$733,2290.10%1,036CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$733,1240.10%16,943CommonNONE
596680108MSEXMIDDLESEX WTR CO$732,2430.10%13,515CommonSOLE
461202103INTUINTUIT$730,3780.10%927CommonNONE
65339F101NEENEXTERA ENERGY INC$730,0460.10%10,516CommonNONE
743315103PGRPROGRESSIVE CORP$727,9950.10%2,728CommonSOLE
29670G102WTRGESSENTIAL UTILS INC$712,5690.09%19,186CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$710,2210.09%9,646CommonSOLE
03831W108APPAPPLOVIN CORP$709,6130.09%2,027CommonNONE
053332102AZOAUTOZONE INC$709,0360.09%191CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$707,5020.09%1,617CommonNONE
88579Y101MMM3M CO$706,3940.09%4,640CommonSOLE
42809H107HESHESS CORP$702,8140.09%5,073CommonNONE
369550108GDGENERAL DYNAMICS CORP$698,9220.09%2,396CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$689,1340.09%1,639CommonSOLE
904767704UNILEVER PLC$682,7800.09%11,162CommonSOLE
921932885IVOOVANGUARD ADMIRAL FDS INC$681,1110.09%6,488CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$680,7750.09%1,201CommonNONE
92338C103VLTOVERALTO CORP$680,2020.09%6,738CommonSOLE
130788102CWTCALIFORNIA WTR SVC GROUP$676,7880.09%14,881CommonSOLE
629377508NRGNRG ENERGY INC$676,2030.09%4,211CommonNONE
464287523SOXXISHARES TR$667,8830.09%2,798CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$651,9740.09%7,984CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$639,2190.08%13,809CommonSOLE
902973304USBUS BANCORP DEL$637,2110.08%14,082CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$628,5710.08%5,127CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$624,3040.08%1,994CommonNONE
029899101AWRAMER STATES WTR CO$619,8730.08%8,086CommonSOLE
21874C102CNMCORE & MAIN INC$614,6650.08%10,185CommonSOLE
291011104EMREMERSON ELEC CO$606,1190.08%4,546CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$595,2880.08%5,485CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$593,5030.08%1,854CommonNONE
98983L108ZWSZURN ELKAY WATER SOLNS CORP$589,6550.08%16,124CommonSOLE
571903202MARMARRIOTT INTL INC NEW$586,6940.08%2,147CommonNONE
38173M102GBDCGOLUB CAP BDC INC$585,7070.08%39,980CommonNONE
H1467J104CBCHUBB LIMITED$584,9450.08%2,019CommonNONE
464287473IWSISHARES TR$578,2450.08%4,376CommonSOLE
87612E106TGTTARGET CORP$572,8610.08%5,807CommonSOLE
609207105MDLZMONDELEZ INTL INC$563,3270.07%8,353CommonNONE
25754A201DPZDOMINOS PIZZA INC$545,6770.07%1,211CommonNONE
14040H105COFCAPITAL ONE FINL CORP$545,0250.07%2,562CommonNONE
512807306LRCXLAM RESEARCH CORP$544,4230.07%5,593CommonNONE
46434G103IEMGISHARES INC$541,3510.07%9,018CommonNONE
595112103MUMICRON TECHNOLOGY INC$536,3850.07%4,352CommonSOLE
071813109BAXBAXTER INTL INC$535,2300.07%17,676CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$530,7590.07%1,146CommonNONE
535555106LNNLINDSAY CORP$526,5130.07%3,650CommonSOLE
36828A101GEVGE VERNOVA INC$524,8600.07%992CommonNONE
126408103CSXCSX CORP$524,6260.07%16,078CommonSOLE
26923G798VPCETFIS SER TR I$524,3400.07%25,600CommonNONE
85208P303URNMSPROTT FDS TR$522,4370.07%10,900CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$519,8620.07%2,540CommonNONE
758750103RRXREGAL REXNORD CORPORATION$518,8120.07%3,579CommonSOLE
09260D107BXBLACKSTONE INC$515,7030.07%3,448CommonNONE
46435G474FALNISHARES TR$514,4930.07%18,957CommonNONE
464287721IYWISHARES TR$514,2660.07%2,968CommonNONE
G5960L103MDTMEDTRONIC PLC$507,6790.07%5,824CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$507,5320.07%19,756CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$507,3570.07%2,052CommonSOLE
617446448MSMORGAN STANLEY$502,0260.07%3,564CommonNONE
379463102GWRSGLOBAL WTR RES INC$500,2580.07%49,093CommonSOLE
294429105EFXEQUIFAX INC$499,2880.07%1,925CommonSOLE
74347X831TQQQPROSHARES TR$498,0000.07%6,000CommonNONE
531229771FWONALIBERTY MEDIA CORP DEL$493,7930.06%5,200CommonSOLE
98954M200ZZILLOW GROUP INC$482,1550.06%6,883CommonNONE
825704109SIBNSI-BONE INC$472,5140.06%25,107CommonSOLE
464288810IHIISHARES TR$469,8000.06%7,500CommonNONE
29084Q100EMEEMCOR GROUP INC$465,8900.06%871CommonNONE
615369105MCOMOODYS CORP$462,4660.06%922CommonNONE
48251W104KKRKKR & CO INC$458,4230.06%3,446CommonNONE
697435105PANWPALO ALTO NETWORKS INC$458,4020.06%2,240CommonNONE
25746U109DDOMINION ENERGY INC$457,0210.06%8,086CommonNONE
78409V104SPGIS&P GLOBAL INC$455,0520.06%863CommonNONE
02209S103MOALTRIA GROUP INC$454,0310.06%7,744CommonNONE
78464A862XSDSPDR SERIES TRUST$448,8930.06%1,750CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$447,6670.06%2,440CommonNONE
464285204IAUISHARES GOLD TR$444,3150.06%7,125CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$439,6220.06%905CommonNONE
667746101NWPXNWPX INFRASTRUCTURE INC$439,2180.06%10,710CommonSOLE
92840M102VSTVISTRA CORP$438,3990.06%2,262CommonNONE
464287549IGMISHARES TR$431,7230.06%3,843CommonSOLE
670346105NUENUCOR CORP$429,6850.06%3,317CommonSOLE
458140100INTCINTEL CORP$427,9570.06%19,105CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$421,0030.06%8,039CommonNONE
833445109SNOWSNOWFLAKE INC$419,3450.06%1,874CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$413,8850.05%1,547CommonSOLE
043113208ARTNAARTESIAN RES CORP$413,8290.05%12,331CommonSOLE
05464C101AXONAXON ENTERPRISE INC$413,1430.05%499CommonNONE
987184108YORWYORK WTR CO$409,7890.05%12,968CommonSOLE
00776X109ALMUAELUMA INC$408,7100.05%24,967CommonSOLE
501044101KRKROGER CO$408,0660.05%5,689CommonSOLE
443510607HUBBHUBBELL INC$408,0020.05%999CommonNONE
464287739IYRISHARES TR$406,1850.05%4,286CommonSOLE
81762P102NOWSERVICENOW INC$401,9800.05%391CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$399,6050.05%1,808CommonSOLE
92204A306VDEVANGUARD WORLD FD$393,4580.05%3,303CommonSOLE
79466L302CRMSALESFORCE INC$390,2200.05%1,431CommonNONE
33734X192SKYYFIRST TR EXCHANGE TRADED FD$389,2480.05%3,200CommonNONE
579780206MKCMCCORMICK & CO INC$388,1990.05%5,120CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$387,8490.05%4,157CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$385,2270.05%756CommonNONE
149123101CATCATERPILLAR INC$383,5520.05%988CommonNONE
670100205NVONOVO-NORDISK A S$382,9230.05%5,548CommonSOLE
464287762IYHISHARES TR$382,8780.05%6,779CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$380,1980.05%2,365CommonSOLE
29270J100ERIIENERGY RECOVERY INC$377,9560.05%29,574CommonSOLE
097023105BABOEING CO$372,7540.05%1,779CommonSOLE
12572Q105CMECME GROUP INC$372,6390.05%1,352CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$370,5690.05%5,266CommonNONE
22052L104CTVACORTEVA INC$369,2220.05%4,954CommonNONE
G87052109TELTE CONNECTIVITY PLC$368,4660.05%2,185CommonSOLE
92204A504VHTVANGUARD WORLD FD$364,3700.05%1,467CommonSOLE
040413205ANETARISTA NETWORKS INC$363,5890.05%3,554CommonNONE
23345M107DTMDT MIDSTREAM INC$362,1540.05%3,295CommonNONE
94106L109WMWASTE MGMT INC DEL$361,7650.05%1,581CommonSOLE
893641100TDGTRANSDIGM GROUP INC$357,3510.05%235CommonNONE
285512109EAELECTRONIC ARTS INC$356,4510.05%2,232CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$355,2650.05%4,854CommonSOLE
020002101ALLALLSTATE CORP$354,3060.05%1,760CommonNONE
464287689IWVISHARES TR$351,0000.05%1,000CommonNONE
518439104ELLAUDER ESTEE COS INC$349,4600.05%4,325CommonNONE
231561101CWCURTISS WRIGHT CORP$346,8710.05%710CommonNONE
302130109EXPDEXPEDITORS INTL WASH INC$344,0070.05%3,011CommonNONE
33738R605FVFIRST TR EXCHANGE TRADED FD$337,7820.04%5,700CommonNONE
038222105AMATAPPLIED MATLS INC$335,3850.04%1,832CommonNONE
464287408IVEISHARES TR$330,8470.04%1,693CommonNONE
369604301GEGE AEROSPACE$330,0150.04%1,282CommonNONE
231021106CMICUMMINS INC$327,8280.04%1,001CommonSOLE
58155Q103MCKMCKESSON CORP$325,3550.04%444CommonSOLE
82846H405QXOQXO INC$324,6300.04%15,071CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$321,7070.04%1,954CommonNONE
126650100CVSCVS HEALTH CORP$319,9300.04%4,638CommonNONE
036752103ELVELEVANCE HEALTH INC$317,4610.04%816CommonSOLE
98389B100XELXCEL ENERGY INC$305,2930.04%4,483CommonNONE
303250104FICOFAIR ISAAC CORP$303,4420.04%166CommonNONE
808513105SCHWSCHWAB CHARLES CORP$303,2820.04%3,324CommonNONE
679580100ODFLOLD DOMINION FREIGHT LINE IN$298,9570.04%1,842CommonNONE
00206R102TAT&T INC$297,7640.04%10,289CommonNONE
526057104LENLENNAR CORP$295,6950.04%2,673CommonNONE
87612G101TRGPTARGA RES CORP$294,5440.04%1,692CommonNONE
29605J106ESABESAB CORPORATION$289,9230.04%2,405CommonNONE
835699307SONYSONY GROUP CORP$288,0480.04%11,066CommonNONE
46641Q159JPIEJ P MORGAN EXCHANGE TRADED F$287,1840.04%6,200CommonNONE
91529Y106UNMUNUM GROUP$283,2260.04%3,507CommonNONE
25459W102TECLDIREXION SHS ETF TR$280,7400.04%3,000CommonNONE
278865100ECLECOLAB INC$279,2640.04%1,036CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$272,8340.04%497CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$271,7140.04%3,656CommonNONE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$269,3300.04%1,000CommonNONE
384747101GRALGRAIL INC$267,8470.04%5,209CommonSOLE
001055102AFLAFLAC INC$267,4470.04%2,536CommonNONE
464287887IJTISHARES TR$266,0800.03%2,000CommonNONE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$265,5000.03%1,200CommonSOLE
D18190898DBDEUTSCHE BANK A G$264,9840.03%9,050CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$264,3900.03%600CommonNONE
98980G102ZSZSCALER INC$263,7100.03%840CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$262,1000.03%1,206CommonNONE
745867101PHMPULTE GROUP INC$251,5230.03%2,385CommonSOLE
049560105ATOATMOS ENERGY CORP$250,5830.03%1,626CommonNONE
03662Q105AKXANSYS INC$249,7180.03%711CommonNONE
194162103CLCOLGATE PALMOLIVE CO$248,1510.03%2,730CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$244,8380.03%1,119CommonSOLE
253868103DLRDIGITAL RLTY TR INC$244,7600.03%1,404CommonNONE
46138G615SOXQINVESCO EXCH TRADED FD TR II$240,9160.03%5,518CommonSOLE
98978V103ZTSZOETIS INC$239,3840.03%1,535CommonNONE
872590104TMUST-MOBILE US INC$233,3460.03%979CommonNONE
910047109UALUNITED AIRLS HLDGS INC$232,4400.03%2,919CommonNONE
688239201OSKOSHKOSH CORP$230,3730.03%2,029CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$225,2720.03%506CommonNONE
922908652VXFVANGUARD INDEX FDS$221,8100.03%1,151CommonSOLE
464288752ITBISHARES TR$219,8820.03%2,360CommonNONE
879360105TDYTELEDYNE TECHNOLOGIES INC$218,7570.03%427CommonNONE
655844108NSCNORFOLK SOUTHN CORP$218,0870.03%852CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$215,5100.03%2,077CommonSOLE
441593100HLIHOULIHAN LOKEY INC$214,1410.03%1,190CommonNONE
15118V207CELHCELSIUS HLDGS INC$213,9980.03%4,613CommonNONE
65249B208NWSNEWS CORP NEW$213,1340.03%6,212CommonNONE
302081104EXLSEXLSERVICE HOLDINGS INC$212,6010.03%4,855CommonNONE
37960A529SHLDGLOBAL X FDS$207,6820.03%3,447CommonSOLE
38149W630GPIQGOLDMAN SACHS ETF TR$207,0680.03%4,157CommonNONE
770700102HOODROBINHOOD MKTS INC$205,9860.03%2,200CommonNONE
052769106ADSKAUTODESK INC$203,3880.03%657CommonSOLE
74164M108PRIPRIMERICA INC$202,7900.03%741CommonNONE
842587107SOSOUTHERN CO$202,0390.03%2,200CommonSOLE
493267108KEYKEYCORP$201,9850.03%11,595CommonNONE
237266101DARDARLING INGREDIENTS INC$200,5890.03%5,287CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$198,6650.03%2,360CommonSOLE
18915M107NETCLOUDFLARE INC$198,3760.03%1,013CommonNONE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$197,7740.03%14,415CommonNONE
46438R105ETHAISHARES ETHEREUM TR$197,2800.03%10,345CommonSOLE
749685103RPMRPM INTL INC$197,1630.03%1,795CommonNONE
78464A789KIESPDR SERIES TRUST$197,1420.03%3,300CommonNONE
464287804IJRISHARES TR$196,7220.03%1,800CommonNONE
464288836IHEISHARES TR$196,6200.03%3,000CommonNONE
464288828IHFISHARES TR$194,6000.03%4,000CommonNONE
260003108DOVDOVER CORP$194,2240.03%1,060CommonNONE
444859102HUMHUMANA INC$193,3840.03%791CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$190,0470.02%2,334CommonSOLE
89151E109TTENTOTALENERGIES SE$189,3270.02%3,084CommonNONE
20030N101CMCSACOMCAST CORP NEW$188,3010.02%5,276CommonNONE
464287531IDGTISHARES TR$186,7480.02%2,250CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$184,7720.02%1,866CommonSOLE
693718108PCARPACCAR INC$183,2760.02%1,928CommonSOLE
09073M104TECHBIO-TECHNE CORP$182,9570.02%3,556CommonNONE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$180,5290.02%589CommonNONE
H01301128ALCALCON AG$180,0920.02%2,040CommonNONE
494368103KMBKIMBERLY-CLARK CORP$178,1680.02%1,382CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$178,0020.02%356CommonNONE
857477103STTSTATE STR CORP$177,4820.02%1,669CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$177,2460.02%2,290CommonNONE
20825C104COPCONOCOPHILLIPS$175,2630.02%1,953CommonNONE
464287648IWOISHARES TR$174,9470.02%612CommonNONE
871607107SNPSSYNOPSYS INC$174,3120.02%340CommonNONE
127097103CTRACOTERRA ENERGY INC$173,6500.02%6,842CommonNONE
464287325IXJISHARES TR$172,1800.02%2,000CommonNONE
59156R108METMETLIFE INC$169,9280.02%2,113CommonNONE
33734X184FXUFIRST TR EXCHANGE TRADED FD$168,6310.02%3,979CommonNONE
46982L108JJACOBS SOLUTIONS INC$166,6390.02%1,268CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$166,4540.02%1,312CommonNONE
89832Q109TFCTRUIST FINL CORP$166,3470.02%3,869CommonNONE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$166,3240.02%2,697CommonNONE
07831C103BRBRBELLRING BRANDS INC$165,5070.02%2,857CommonNONE
482480100KLACKLA CORP$164,8170.02%184CommonNONE
46137V282RSPTINVESCO EXCHANGE TRADED FD T$163,1200.02%4,000CommonNONE
37045V100GMGENERAL MTRS CO$161,0650.02%3,273CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$158,4440.02%1,993CommonSOLE
172062101CINFCINCINNATI FINL CORP$158,3020.02%1,063CommonNONE
G0403H108AONAON PLC$157,6880.02%442CommonSOLE
464287630IWNISHARES TR$156,8140.02%994CommonNONE
682189105ONON SEMICONDUCTOR CORP$155,9200.02%2,975CommonSOLE
301505707ROBOEXCHANGE TRADED CONCEPTS TRU$155,4280.02%2,600CommonNONE
21044C107ROADCONSTRUCTION PARTNERS INC$155,2760.02%1,461CommonNONE
921909768VXUSVANGUARD STAR FDS$154,6110.02%2,238CommonNONE
69370C100PTCPTC INC$153,7280.02%892CommonNONE
693506107PPGPPG INDS INC$151,7430.02%1,334CommonSOLE
464288257ACWIISHARES TR$150,4620.02%1,170CommonNONE
070830104BBWIBATH & BODY WORKS INC$150,3630.02%2,250CommonNONE
337344105QQEWFIRST TR EXCHANGE-TRADED FD$150,1390.02%1,100CommonNONE
316773100FITBFIFTH THIRD BANCORP$150,0840.02%3,649CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$149,9570.02%1,852CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$149,1000.02%284CommonNONE
78464A888XHBSPDR SERIES TRUST$147,8550.02%1,500CommonNONE
884903808TRI4EURTHOMSON REUTERS CORP$147,8310.02%735CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$146,9930.02%649CommonNONE
03674X106ARANTERO RESOURCES CORP$146,6200.02%3,640CommonNONE
227046109CROXCROCS INC$145,5400.02%1,437CommonSOLE
37950E416SOCLGLOBAL X FDS$144,2610.02%2,700CommonNONE
229899109CFRCULLEN FROST BANKERS INC$144,2220.02%1,122CommonNONE
00827B106AFRMAFFIRM HLDGS INC$143,3280.02%2,073CommonNONE
911363109URIUNITED RENTALS INC$143,2550.02%190CommonNONE
40131M109GHGUARDANT HEALTH INC$142,5900.02%2,740CommonNONE
464288737KXIISHARES TR$140,5670.02%2,150CommonSOLE
55087P104LYFTLYFT INC$139,9340.02%8,879CommonSOLE
518415104LSCCLATTICE SEMICONDUCTOR CORP$138,8870.02%2,835CommonNONE
761152107RMDRESMED INC$137,5140.02%533CommonNONE
778296103ROSTROSS STORES INC$137,1490.02%1,075CommonNONE
46429B663HDVISHARES TR$136,6210.02%1,166CommonSOLE
M3760D101ESLTELBIT SYS LTD$134,8500.02%300CommonNONE
871829107SYYSYSCO CORP$133,7570.02%1,766CommonSOLE
81141R100SESEA LTD$133,0710.02%832CommonSOLE
67092P607NUSCNUSHARES ETF TR$130,4910.02%3,203CommonSOLE
31428X106FDXFEDEX CORP$130,4760.02%574CommonNONE
278642103EBAYEBAY INC.$127,8480.02%1,717CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$125,3710.02%1,187CommonNONE
G02602103DOXAMDOCS LTD$123,1740.02%1,350CommonSOLE
52736R102LEVILEVI STRAUSS & CO NEW$122,8110.02%6,642CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$120,5980.02%1,512CommonNONE
N07059210ASMLASML HOLDING N V$120,2090.02%150CommonNONE
23804L103DDOGDATADOG INC$119,9570.02%893CommonNONE
19260Q107COINCOINBASE GLOBAL INC$118,4660.02%338CommonNONE
74347R206QLDPROSHARES TR$117,7100.02%1,000CommonNONE
406216101HALHALLIBURTON CO$117,4710.02%5,764CommonNONE
464287465EFAISHARES TR$117,3700.02%1,313CommonNONE
460690100IPGINTERPUBLIC GROUP COS INC$116,7700.02%4,770CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$115,9160.02%531CommonNONE
592688105MTDMETTLER TOLEDO INTERNATIONAL$115,1230.02%98CommonNONE
888787108TOSTTOAST INC$115,0660.02%2,598CommonSOLE
419870100HEHAWAIIAN ELEC INDUSTRIES$114,7830.02%10,798CommonNONE
00650F109ADPTADAPTIVE BIOTECHNOLOGIES COR$114,7530.02%9,850CommonNONE
928298108VSHVISHAY INTERTECHNOLOGY INC$113,9390.01%7,175CommonSOLE
427866108HSYHERSHEY CO$112,6810.01%679CommonNONE
404280406HSBCHSBC HLDGS PLC$111,7330.01%1,838CommonNONE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$110,8810.01%1,421CommonSOLE
008073108AVAVAEROVIRONMENT INC$110,2760.01%387CommonNONE
09062X103BIIBBIOGEN INC$109,7660.01%874CommonSOLE
16411R208LNGCHENIERE ENERGY INC$109,5840.01%450CommonNONE
05329W102ANAUTONATION INC$107,8670.01%543CommonNONE
941848103WATWATERS CORP$107,1560.01%307CommonNONE
81752T528CLOZSERIES PORTFOLIOS TR$106,9600.01%4,000CommonNONE
609839105MPWRMONOLITHIC PWR SYS INC$106,7820.01%146CommonNONE
67059N108NTNXNUTANIX INC$105,0290.01%1,374CommonNONE
46137V696GGMEINVESCO EXCHANGE TRADED FD T$104,3120.01%1,700CommonNONE
92537N108VRTVERTIV HOLDINGS CO$103,6980.01%808CommonNONE
14149Y108CAHCARDINAL HEALTH INC$102,9840.01%613CommonNONE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$101,1150.01%1,273CommonSOLE
457669307INSMINSMED INC$101,0430.01%1,004CommonNONE
21036P108STZCONSTELLATION BRANDS INC$101,0250.01%621CommonNONE
015271109AREALEXANDRIA REAL ESTATE EQ IN$100,8110.01%1,388CommonSOLE
217204106CPRTCOPART INC$100,1030.01%2,040CommonNONE
55024U109LITELUMENTUM HLDGS INC$97,8170.01%1,029CommonNONE
70959W103PAGPENSKE AUTOMOTIVE GRP INC$97,4170.01%567CommonNONE
192422103CGNXCOGNEX CORP$97,2860.01%3,067CommonNONE
46590V100JBGSJBG SMITH PPTYS$95,7390.01%5,534CommonNONE
34959E109FTNTFORTINET INC$95,6770.01%905CommonNONE
921932844IVOVVANGUARD ADMIRAL FDS INC$95,4700.01%1,000CommonSOLE
40412C101HCAHCA HEALTHCARE INC$95,0090.01%248CommonNONE
92276F100VTRVENTAS INC$94,4730.01%1,496CommonNONE
464288760ITAISHARES TR$94,3200.01%500CommonNONE
30161N101EXCEXELON CORP$93,9610.01%2,164CommonNONE
16115Q308GTLSCHART INDS INC$93,8510.01%570CommonNONE
200525103CBSHCOMMERCE BANCSHARES INC$93,8150.01%1,509CommonNONE
25809K105DASHDOORDASH INC$92,9350.01%377CommonNONE
G9456A100GLNGGOLAR LNG LTD$92,8840.01%2,255CommonNONE
143658300CCL1EURCARNIVAL CORP$92,8250.01%3,301CommonNONE
962879102WPMWHEATON PRECIOUS METALS CORP$92,4940.01%1,030CommonNONE
921078101OUNZVANECK MERK GOLD ETF$92,3540.01%2,896CommonNONE
98138H101WDAYWORKDAY INC$91,4400.01%381CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$91,2340.01%664CommonNONE
19247X100XRNPXCOHEN & STEERS REIT & PFD &$91,0800.01%4,000CommonNONE
032108607BLOKAMPLIFY ETF TR$90,8050.01%1,590CommonNONE
N97284108NBISNEBIUS GROUP N.V.$89,9120.01%1,625CommonNONE
216648501COOCOOPER COS INC$89,8760.01%1,263CommonSOLE
651639106NEMNEWMONT CORP$89,3710.01%1,534CommonNONE
744320102PRUPRUDENTIAL FINL INC$88,1010.01%820CommonNONE
95040Q104WELLWELLTOWER INC$87,7800.01%571CommonNONE
29476L107EQREQUITY RESIDENTIAL$87,4000.01%1,295CommonSOLE
443573100HUBSHUBSPOT INC$87,3910.01%157CommonNONE
896239100TRMBTRIMBLE INC$86,9220.01%1,144CommonNONE
009422106AIROAIRO GROUP HLDGS INC$86,1230.01%3,578CommonSOLE
34959J108FTVFORTIVE CORP$85,8060.01%1,646CommonSOLE
756109104OREALTY INCOME CORP$84,5720.01%1,468CommonNONE
219948106CPAYCORPAY INC$83,9510.01%253CommonNONE
465741106ITRIITRON INC$83,5860.01%635CommonNONE
37954Y715BOTZGLOBAL X FDS$83,2580.01%2,550CommonNONE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$83,1340.01%980CommonNONE
72352L106PINSPINTEREST INC$82,8010.01%2,309CommonNONE
88023B103TEMTEMPUS AI INC$82,6020.01%1,300CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$82,1690.01%557CommonNONE
256677105DGDOLLAR GEN CORP NEW$80,9820.01%708CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$80,7710.01%322CommonNONE
464288513HYGISHARES TR$80,6500.01%1,000CommonNONE
92939U106WECWEC ENERGY GROUP INC$77,3170.01%742CommonNONE
G037AX101AMBAAMBARELLA INC$77,2970.01%1,170CommonNONE
74736K101QRVOQORVO INC$76,9290.01%906CommonNONE
682680103OKEONEOK INC NEW$76,8140.01%941CommonNONE
281020107EIXEDISON INTL$76,0590.01%1,474CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$75,9190.01%1,352CommonSOLE
30040W108ESEVERSOURCE ENERGY$75,7080.01%1,190CommonNONE
P73684113OSWONESPAWORLD HOLDINGS LIMITED$74,8320.01%3,670CommonNONE
337932107FEFIRSTENERGY CORP$73,8370.01%1,834CommonNONE

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.