MondegarAI
Manchester Capital Management LLC

Q3 2025 · 13F-HR

Manchester Capital Management LLCholdings as filed

Filed 2025-11-14 · accession 0001393389-25-000008

$737.9M
Reported value
1,289
Positions
2025-09-30
Period end
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The Brief · Manchester Capital Management LLC · Q3 2025

AI · grounded in 13F

Manchester Capital Management LLC established a new position in SPY valued at $109.7M. The fund also initiated new stakes in AAPL for $61.7M and UPS for $31.9M. Additional new positions include VOO at $23.7M and AMZN at $23M.

Holdings as filed

First 500 of 1289

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$109.7M14.9%164,720CommonSOLE
037833100AAPLAPPLE INC$60.5M8.19%237,466CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$31.9M4.32%381,658CommonSOLE
922908363VOOVANGUARD INDEX FDS$23.7M3.21%38,669CommonSOLE
023135106AMZNAMAZON COM INC$23.0M3.12%104,702CommonSOLE
594918104MSFTMICROSOFT CORP$18.7M2.53%36,044CommonNONE
G3730V105FTAIFTAI AVIATION LTD$17.9M2.42%107,040CommonNONE
464288570DSIISHARES TR$17.0M2.30%134,953CommonNONE
67066G104NVDANVIDIA CORPORATION$15.3M2.07%81,777CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$14.0M1.89%27,803CommonSOLE
02079K107GOOGALPHABET INC$12.9M1.75%52,903CommonNONE
02079K305GOOGLALPHABET INC$11.8M1.60%48,684CommonNONE
68389X105ORCLORACLE CORP$10.2M1.38%36,105CommonSOLE
922908629VOVANGUARD INDEX FDS$9.9M1.34%33,695CommonSOLE
922908744VTVVANGUARD INDEX FDS$9.4M1.27%50,397CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$7.6M1.03%26,927CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$7.5M1.02%10CommonSOLE
464287101OEFISHARES TR$7.1M0.96%21,264CommonSOLE
92204A702VGTVANGUARD WORLD FD$6.6M0.89%8,843CommonSOLE
88160R101TSLATESLA INC$5.4M0.73%12,088CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$5.1M0.69%36,866CommonSOLE
922908751VBVANGUARD INDEX FDS$4.9M0.67%19,425CommonSOLE
464287655IWMISHARES TR$4.9M0.67%20,313CommonNONE
00287Y109ABBVABBVIE INC$4.6M0.63%19,984CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$4.5M0.62%32,210CommonNONE
437076102HDHOME DEPOT INC$4.3M0.58%10,619CommonSOLE
478160104JNJJOHNSON & JOHNSON$4.0M0.54%21,566CommonSOLE
922908553VNQVANGUARD INDEX FDS$3.9M0.52%42,242CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$3.8M0.51%11,935CommonNONE
747525103QCOMQUALCOMM INC$3.6M0.48%21,447CommonSOLE
075887109BDXBECTON DICKINSON & CO$3.4M0.47%18,368CommonSOLE
931142103WMTWALMART INC$3.4M0.46%32,700CommonSOLE
11135F101AVGOBROADCOM INC$3.2M0.44%9,795CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$3.2M0.43%59,213CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS$3.2M0.43%53,909CommonNONE
46090E103QQQINVESCO QQQ TR$3.2M0.43%5,260CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$3.2M0.43%52,644CommonNONE
922908769VTIVANGUARD INDEX FDS$3.1M0.42%9,475CommonSOLE
032095101APHAMPHENOL CORP NEW$3.1M0.41%24,735CommonNONE
58933Y105MRKMERCK & CO INC$3.1M0.41%36,352CommonSOLE
464287200IVVISHARES TR$3.0M0.41%4,517CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$2.8M0.38%3,053CommonNONE
532457108LLYELI LILLY & CO$2.7M0.37%3,566CommonNONE
002824100ABTABBOTT LABS$2.6M0.36%19,610CommonSOLE
742718109PGPROCTER AND GAMBLE CO$2.5M0.34%16,193CommonSOLE
78463V107GLDSPDR GOLD TR$2.4M0.32%6,706CommonSOLE
580135101MCDMCDONALDS CORP$2.4M0.32%7,746CommonSOLE
77311W101RKTROCKET COS INC$2.2M0.30%115,848CommonNONE
464287598IWDISHARES TR$2.2M0.30%10,885CommonNONE
031100100AMEAMETEK INC$2.2M0.30%11,741CommonSOLE
91680M107UPSTUPSTART HLDGS INC$2.2M0.30%43,123CommonNONE
70614W100PTONPELOTON INTERACTIVE INC$2.1M0.29%237,443CommonSOLE
92826C839VVISA INC$2.1M0.29%6,232CommonNONE
464287309IVWISHARES TR$2.1M0.29%17,492CommonSOLE
26875P101EOGEOG RES INC$2.1M0.28%18,705CommonNONE
464287622IWBISHARES TR$2.1M0.28%5,662CommonSOLE
464287499IWRISHARES TR$2.0M0.28%21,068CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$2.0M0.27%28,390CommonNONE
907818108UNPUNION PAC CORP$2.0M0.27%8,549CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$2.0M0.27%3,521CommonNONE
46432F842IEFAISHARES TR$2.0M0.27%22,914CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$1.9M0.26%357CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$1.9M0.26%5,500CommonSOLE
464287614IWFISHARES TR$1.9M0.26%4,026CommonSOLE
548661107LOWLOWES COS INC$1.9M0.25%7,411CommonSOLE
30303M102METAMETA PLATFORMS INC$1.8M0.25%2,464CommonNONE
166764100CVXCHEVRON CORP NEW$1.8M0.24%11,391CommonNONE
17275R102CSCOCISCO SYS INC$1.7M0.23%24,425CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$1.7M0.23%1,789CommonNONE
922908736VUGVANGUARD INDEX FDS$1.7M0.23%3,476CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$1.6M0.22%10,177CommonNONE
090043100BILLBILL HOLDINGS INC$1.6M0.22%30,919CommonNONE
92204A405VFHVANGUARD WORLD FD$1.6M0.22%12,168CommonSOLE
375558103GILDGILEAD SCIENCES INC$1.5M0.20%13,560CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$1.5M0.20%6,019CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.5M0.20%5,215CommonSOLE
75734B100RDDTREDDIT INC$1.5M0.20%6,355CommonNONE
872540109TJXTJX COS INC NEW$1.4M0.19%9,870CommonNONE
922908595VBKVANGUARD INDEX FDS$1.4M0.19%4,780CommonSOLE
025816109AXPAMERICAN EXPRESS CO$1.4M0.19%4,161CommonNONE
98954M200ZZILLOW GROUP INC$1.4M0.18%17,703CommonNONE
82509L107SHOPSHOPIFY INC$1.4M0.18%9,085CommonSOLE
922908538VOTVANGUARD INDEX FDS$1.3M0.18%4,431CommonSOLE
037833100AAPLAPPLE INC$1.3M0.17%5,000PUTSOLE
98419M100XYLXYLEM INC$1.2M0.17%8,472CommonSOLE
717081103PFEPFIZER INC$1.2M0.16%47,689CommonSOLE
504922105LHLABCORP HOLDINGS INC$1.2M0.16%4,161CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$1.2M0.16%17,762CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$1.1M0.15%3,473CommonNONE
G23773107CWCOCONSOLIDATED WATER CO INC$1.1M0.15%32,160CommonSOLE
031162100AMGNAMGEN INC$1.1M0.15%3,979CommonNONE
20441A102SBSCOMPANHIA DE SANEAMENTO BASI$1.1M0.15%44,836CommonSOLE
624758108MWAMUELLER WTR PRODS INC$1.1M0.15%43,381CommonSOLE
G7S00T104PNRPENTAIR PLC$1.1M0.15%9,921CommonSOLE
654106103NKENIKE INC$1.1M0.15%15,658CommonNONE
85472N109STNSTANTEC INC$1.1M0.15%10,065CommonSOLE
03076C106AMPAMERIPRISE FINL INC$1.1M0.15%2,197CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$1.1M0.15%1,799CommonNONE
942749102WTSWATTS WATER TECHNOLOGIES INC$1.1M0.14%3,831CommonSOLE
713448108PEPPEPSICO INC$1.1M0.14%7,602CommonNONE
191216100KOCOCA COLA CO$1.1M0.14%15,926CommonNONE
383082104GRCGORMAN RUPP CO$1.1M0.14%22,698CommonSOLE
353514102FELEFRANKLIN ELEC INC$1.0M0.14%10,991CommonSOLE
92203C303VUSBVANGUARD BD INDEX FDS$1.0M0.14%20,922CommonSOLE
75513E101RTXRTX CORPORATION$1.0M0.14%6,206CommonNONE
438516106HONHONEYWELL INTL INC$1.0M0.14%4,859CommonNONE
760759100RSGREPUBLIC SVCS INC$1.0M0.14%4,392CommonNONE
701094104PHPARKER-HANNIFIN CORP$984,1530.13%1,298CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$965,9090.13%3,291CommonNONE
233051200DBEFDBX ETF TR$957,6430.13%20,630CommonNONE
863667101SYKSTRYKER CORPORATION$940,8110.13%2,545CommonNONE
384802104GWWGRAINGER W W INC$937,7130.13%984CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$926,8740.13%1,911CommonNONE
172967424CCITIGROUP INC$915,0940.12%9,016CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$886,7800.12%6,371CommonSOLE
032654105ADIANALOG DEVICES INC$874,6920.12%3,560CommonNONE
064058100BKBANK NEW YORK MELLON CORP$869,7190.12%7,982CommonSOLE
254687106DISDISNEY WALT CO$863,5590.12%7,542CommonSOLE
03073E105CORCENCORA INC$846,3320.11%2,708CommonNONE
855244109SBUXSTARBUCKS CORP$843,3780.11%9,969CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$841,3770.11%6,799CommonNONE
00724F101ADBEADOBE INC$838,8400.11%2,378CommonSOLE
09290D101BLKBLACKROCK INC$827,7680.11%710CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$816,2850.11%8,361CommonSOLE
464287481IWPISHARES TR$810,7410.11%5,693CommonSOLE
595112103MUMICRON TECHNOLOGY INC$803,1380.11%4,800CommonSOLE
337738108FISVFISERV INC$800,0110.11%6,205CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$799,5010.11%3,979CommonSOLE
053332102AZOAUTOZONE INC$797,9850.11%186CommonSOLE
949746101WMT2WELLS FARGO CO NEW$793,1050.11%9,462CommonSOLE
060505104BACBANK AMERICA CORP$790,6510.11%15,326CommonSOLE
88162G103TTEKTETRA TECH INC NEW$773,2480.10%23,165CommonSOLE
29670G102WTRGESSENTIAL UTILS INC$766,4400.10%19,209CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$760,5150.10%955CommonSOLE
172908105CTASCINTAS CORP$760,4890.10%3,705CommonSOLE
464287523SOXXISHARES TR$758,5940.10%2,798CommonSOLE
98983L108ZWSZURN ELKAY WATER SOLNS CORP$758,3120.10%16,124CommonSOLE
882508104TXNTEXAS INSTRS INC$748,7000.10%4,075CommonSOLE
30231G102XOMEXXON MOBIL CORP$747,7580.10%6,632CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$747,6950.10%5,274CommonSOLE
904767704UNILEVER PLC$744,6760.10%12,562CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$736,9960.10%3,657CommonNONE
596680108MSEXMIDDLESEX WTR CO$731,4320.10%13,515CommonSOLE
115236101BROBROWN & BROWN INC$731,2810.10%7,797CommonNONE
922908512VOEVANGUARD INDEX FDS$719,0960.10%4,119CommonNONE
921937835BNDVANGUARD BD INDEX FDS$718,8470.10%9,666CommonSOLE
92338C103VLTOVERALTO CORP$717,2730.10%6,728CommonSOLE
921932885IVOOVANGUARD ADMIRAL FDS INC$716,1460.10%6,488CommonSOLE
72201R585PYLDPIMCO ETF TR$713,8640.10%26,597CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$710,7920.10%6,593CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$696,2850.09%7,984CommonSOLE
130788102CWTCALIFORNIA WTR SVC GROUP$682,8900.09%14,881CommonSOLE
G29183103ETNEATON CORP PLC$680,7610.09%1,819CommonSOLE
743315103PGRPROGRESSIVE CORP$671,2110.09%2,718CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$662,0440.09%5,593CommonNONE
85208P303URNMSPROTT FDS TR$658,6870.09%10,900CommonNONE
92204A504VHTVANGUARD WORLD FD$650,6150.09%2,506CommonSOLE
235851102DHRDANAHER CORPORATION$645,4150.09%3,255CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$633,2500.09%14,041CommonSOLE
88579Y101MMM3M CO$630,3420.09%4,062CommonSOLE
718172109PMPHILIP MORRIS INTL INC$624,4700.08%3,850CommonNONE
74347X831TQQQPROSHARES TR$620,4000.08%6,000CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$616,7310.08%1,379CommonSOLE
464287473IWSISHARES TR$611,1960.08%4,376CommonSOLE
64110L106NFLXNETFLIX INC$605,7510.08%505CommonNONE
053611109AVYAVERY DENNISON CORP$604,0840.08%3,725CommonSOLE
46434G103IEMGISHARES INC$594,4670.08%9,018CommonNONE
029899101AWRAMER STATES WTR CO$591,9860.08%8,074CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$590,9480.08%1,185CommonNONE
464287721IYWISHARES TR$581,3130.08%2,968CommonNONE
303075105FDSFACTSET RESH SYS INC$572,6940.08%1,999CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$567,2190.08%12,906CommonNONE
667746101NWPXNWPX INFRASTRUCTURE INC$566,8810.08%10,710CommonSOLE
512807306LRCXLAM RESEARCH CORP$559,8360.08%4,181CommonNONE
78464A862XSDSPDR SERIES TRUST$558,4600.08%1,750CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$553,3710.07%2,244CommonNONE
21874C102CNMCORE & MAIN INC$548,1510.07%10,183CommonSOLE
38173M102GBDCGOLUB CAP BDC INC$546,6420.07%39,930CommonNONE
25746U109DDOMINION ENERGY INC$534,1370.07%8,732CommonNONE
452308109ITWILLINOIS TOOL WKS INC$532,4720.07%2,042CommonSOLE
458140100INTCINTEL CORP$524,3940.07%15,630CommonNONE
35953C106FIPFTAI INFRASTRUCTURE INC$522,7120.07%119,888CommonNONE
25754A201DPZDOMINOS PIZZA INC$522,3700.07%1,210CommonNONE
464285204IAUISHARES GOLD TR$522,1250.07%7,175CommonSOLE
609207105MDLZMONDELEZ INTL INC$518,3140.07%8,297CommonSOLE
02209S103MOALTRIA GROUP INC$513,7490.07%7,777CommonNONE
758750103RRXREGAL REXNORD CORPORATION$513,3720.07%3,579CommonSOLE
535555106LNNLINDSAY CORP$513,0440.07%3,650CommonSOLE
244199105DEDEERE & CO$506,6450.07%1,108CommonSOLE
379463102GWRSGLOBAL WTR RES INC$505,6580.07%49,093CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$504,9490.07%2,340CommonNONE
040413205ANETARISTA NETWORKS INC$501,0670.07%3,439CommonNONE
294429105EFXEQUIFAX INC$496,3860.07%1,935CommonSOLE
531229771FWONALIBERTY MEDIA CORP DEL$495,0490.07%5,199CommonSOLE
46435G474FALNISHARES TR$493,2900.07%17,757CommonNONE
962166104WYWEYERHAEUSER CO MTN BE$490,2720.07%19,777CommonSOLE
631103108NDAQNASDAQ INC$487,8020.07%5,515CommonSOLE
464287549IGMISHARES TR$484,0260.07%3,843CommonSOLE
009158106APDAIR PRODS & CHEMS INC$473,1700.06%1,735CommonNONE
G87052109TELTE CONNECTIVITY PLC$472,1080.06%2,151CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$464,6070.06%1,016CommonSOLE
48251W104KKRKKR & CO INC$461,9740.06%3,555CommonNONE
149123101CATCATERPILLAR INC$460,4500.06%965CommonNONE
29270J100ERIIENERGY RECOVERY INC$456,0320.06%29,574CommonSOLE
G5960L103MDTMEDTRONIC PLC$455,8190.06%4,786CommonSOLE
464288810IHIISHARES TR$450,6000.06%7,500CommonNONE
285512109EAELECTRONIC ARTS INC$449,9930.06%2,231CommonSOLE
670346105NUENUCOR CORP$448,5450.06%3,312CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$441,9370.06%3,605CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$441,2130.06%2,351CommonSOLE
46438R105ETHAISHARES ETHEREUM TR$439,6600.06%13,953CommonSOLE
09260D107BXBLACKSTONE INC$436,4660.06%2,555CommonNONE
33734X192SKYYFIRST TR EXCHANGE TRADED FD$430,1440.06%3,200CommonNONE
097023105BABOEING CO$426,6960.06%1,977CommonNONE
65339F101NEENEXTERA ENERGY INC$422,0930.06%5,591CommonNONE
902973304USBUS BANCORP DEL$421,1960.06%8,715CommonNONE
231021106CMICUMMINS INC$418,1470.06%990CommonSOLE
464287739IYRISHARES TR$416,0850.06%4,286CommonSOLE
92204A306VDEVANGUARD WORLD FD$415,7210.06%3,303CommonSOLE
461202103INTUINTUIT$412,0080.06%603CommonNONE
78409V104SPGIS&P GLOBAL INC$409,3240.06%841CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$408,8200.06%7,589CommonNONE
571903202MARMARRIOTT INTL INC NEW$407,9560.06%1,566CommonSOLE
291011104EMREMERSON ELEC CO$407,8390.06%3,109CommonNONE
071813109BAXBAXTER INTL INC$405,4430.05%17,806CommonSOLE
00776X109ALMUAELUMA INC$401,9690.05%24,967CommonSOLE
043113208ARTNAARTESIAN RES CORP$401,9290.05%12,331CommonSOLE
670100205NVONOVO-NORDISK A S$398,6960.05%7,185CommonSOLE
464287762IYHISHARES TR$398,0630.05%6,779CommonSOLE
987184108YORWYORK WTR CO$394,4870.05%12,968CommonSOLE
518439104ELLAUDER ESTEE COS INC$384,5560.05%4,364CommonNONE
539830109LMTLOCKHEED MARTIN CORP$382,8950.05%767CommonNONE
501044101KRKROGER CO$380,8610.05%5,650CommonSOLE
464287689IWVISHARES TR$378,9400.05%1,000CommonNONE
25459W102TECLDIREXION SHS ETF TR$373,1100.05%3,000CommonNONE
825704109SIBNSI-BONE INC$369,5760.05%25,107CommonSOLE
12572Q105CMECME GROUP INC$363,4060.05%1,345CommonSOLE
33738R605FVFIRST TR EXCHANGE TRADED FD$352,9440.05%5,700CommonNONE
384747101GRALGRAIL INC$352,5930.05%5,963CommonSOLE
126650100CVSCVS HEALTH CORP$351,6950.05%4,665CommonNONE
464287408IVEISHARES TR$349,6220.05%1,693CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$343,4970.05%1,883CommonSOLE
579780206MKCMCCORMICK & CO INC$340,3050.05%5,086CommonSOLE
94106L109WMWASTE MGMT INC DEL$339,1950.05%1,536CommonSOLE
58155Q103MCKMCKESSON CORP$334,5100.05%433CommonSOLE
87612E106TGTTARGET CORP$333,8640.05%3,722CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$333,4830.05%1,734CommonSOLE
770700102HOODROBINHOOD MKTS INC$324,5900.04%2,267CommonNONE
921078101OUNZVANECK MERK GOLD ETF$323,1820.04%8,690CommonNONE
D18190898DBDEUTSCHE BANK A G$320,4610.04%9,050CommonNONE
808513105SCHWSCHWAB CHARLES CORP$316,0060.04%3,310CommonNONE
745867101PHMPULTE GROUP INC$315,1310.04%2,385CommonSOLE
831865209AOSSMITH A O CORP$313,6810.04%4,273CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$312,7310.04%1,305CommonNONE
92343E102VRSNVERISIGN INC$311,7210.04%1,115CommonSOLE
H1467J104CBCHUBB LIMITED$311,3220.04%1,103CommonSOLE
784305104HTOH2O AMERICA$301,6480.04%6,194CommonSOLE
82846H405QXOQXO INC$299,1470.04%15,695CommonSOLE
00790R104WMSADVANCED DRAIN SYS INC DEL$298,2050.04%2,150CommonSOLE
G54950103LINLINDE PLC$297,8250.04%627CommonNONE
955306105WSTWEST PHARMACEUTICAL SVSC INC$296,6960.04%1,131CommonSOLE
36828A101GEVGE VERNOVA INC$295,7010.04%481CommonNONE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$294,8470.04%1,425CommonSOLE
369604301GEGE AEROSPACE$292,4450.04%972CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$292,1570.04%630CommonNONE
46641Q159JPIEJ P MORGAN EXCHANGE TRADED F$287,7420.04%6,200CommonNONE
00206R102TAT&T INC$283,5870.04%10,042CommonSOLE
464287887IJTISHARES TR$283,0000.04%2,000CommonNONE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$279,8400.04%1,000CommonNONE
697435105PANWPALO ALTO NETWORKS INC$276,1170.04%1,356CommonNONE
15118V207CELHCELSIUS HLDGS INC$268,1910.04%4,665CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$263,0260.04%536CommonNONE
679580100ODFLOLD DOMINION FREIGHT LINE IN$261,9920.04%1,861CommonNONE
90384S303ULTAULTA BEAUTY INC$260,9740.04%477CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$254,9990.03%789CommonSOLE
464288752ITBISHARES TR$253,1100.03%2,360CommonNONE
14040H105COFCAPITAL ONE FINL CORP$252,6910.03%1,189CommonNONE
253868103DLRDIGITAL RLTY TR INC$249,4660.03%1,443CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$243,7600.03%873CommonSOLE
37960A529SHLDGLOBAL X FDS$242,1180.03%3,447CommonSOLE
126408103CSXCSX CORP$241,6460.03%6,805CommonSOLE
922908652VXFVANGUARD INDEX FDS$240,9510.03%1,151CommonSOLE
872590104TMUST-MOBILE US INC$238,2730.03%995CommonNONE
26923G798VPCETFIS SER TR I$238,2660.03%12,600CommonNONE
615369105MCOMOODYS CORP$235,8580.03%495CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$235,3140.03%3,509CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$234,5410.03%2,394CommonNONE
N97284108NBISNEBIUS GROUP N.V.$234,3080.03%2,087CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$232,3700.03%832CommonNONE
76655K103RGTIRIGETTI COMPUTING INC$227,5370.03%7,638CommonSOLE
444859102HUMHUMANA INC$226,0880.03%869CommonSOLE
833445109SNOWSNOWFLAKE INC$224,1970.03%994CommonNONE
38149W630GPIQGOLDMAN SACHS ETF TR$221,0770.03%4,214CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$219,3670.03%360CommonNONE
464288836IHEISHARES TR$217,6800.03%3,000CommonNONE
526057104LENLENNAR CORP$217,0800.03%1,722CommonNONE
79466L302CRMSALESFORCE INC$215,9070.03%911CommonNONE
617446448MSMORGAN STANLEY$213,9610.03%1,346CommonNONE
302081104EXLSEXLSERVICE HOLDINGS INC$213,7660.03%4,855CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$212,2880.03%1,887CommonSOLE
493267108KEYKEYCORP$209,4410.03%11,206CommonNONE
98978V103ZTSZOETIS INC$209,2380.03%1,430CommonNONE
518415104LSCCLATTICE SEMICONDUCTOR CORP$207,8630.03%2,835CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$205,1190.03%3,194CommonNONE
842587107SOSOUTHERN CO$201,7790.03%2,129CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$200,7220.03%2,405CommonSOLE
29084Q100EMEEMCOR GROUP INC$200,0590.03%308CommonNONE
369550108GDGENERAL DYNAMICS CORP$199,2660.03%584CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$198,6380.03%1,179CommonNONE
052769106ADSKAUTODESK INC$198,5440.03%625CommonSOLE
464287648IWOISHARES TR$195,8650.03%612CommonNONE
78464A789KIESPDR SERIES TRUST$195,7560.03%3,300CommonNONE
55087P104LYFTLYFT INC$195,4270.03%8,879CommonSOLE
693718108PCARPACCAR INC$194,5760.03%1,979CommonSOLE
857477103STTSTATE STR CORP$192,3450.03%1,658CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$189,6180.03%586CommonNONE
038222105AMATAPPLIED MATLS INC$188,1570.03%919CommonNONE
98389B100XELXCEL ENERGY INC$185,8180.03%2,304CommonNONE
21044C107ROADCONSTRUCTION PARTNERS INC$185,5470.03%1,461CommonNONE
482480100KLACKLA CORP$185,5200.03%172CommonNONE
69370C100PTCPTC INC$183,1250.02%902CommonNONE
194162103CLCOLGATE PALMOLIVE CO$182,0180.02%2,277CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$181,0110.02%3,032CommonSOLE
33734X184FXUFIRST TR EXCHANGE TRADED FD$180,8460.02%3,979CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$178,3890.02%1,738CommonSOLE
46137V282RSPTINVESCO EXCHANGE TRADED FD T$178,3200.02%4,000CommonNONE
464287325IXJISHARES TR$177,2400.02%2,000CommonNONE
464287630IWNISHARES TR$175,7500.02%994CommonNONE
494368103KMBKIMBERLY-CLARK CORP$173,9520.02%1,399CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$173,8080.02%515CommonNONE
81762P102NOWSERVICENOW INC$173,0130.02%188CommonNONE
74624M102PPURE STORAGE INC$172,9840.02%2,064CommonNONE
911363109URIUNITED RENTALS INC$171,9760.02%180CommonNONE
301505707ROBOEXCHANGE TRADED CONCEPTS TRU$170,4560.02%2,600CommonNONE
416515104HIGHARTFORD INSURANCE GROUP INC$169,5390.02%1,271CommonNONE
172062101CINFCINCINNATI FINL CORP$168,0610.02%1,063CommonNONE
89832Q109TFCTRUIST FINL CORP$166,4870.02%3,641CommonNONE
78464A888XHBSPDR SERIES TRUST$166,2000.02%1,500CommonNONE
98980G102ZSZSCALER INC$164,5140.02%549CommonNONE
37950E416SOCLGLOBAL X FDS$164,0320.02%2,700CommonNONE
316773100FITBFIFTH THIRD BANCORP$162,1620.02%3,640CommonSOLE
464288257ACWIISHARES TR$161,7410.02%1,170CommonNONE
778296103ROSTROSS STORES INC$160,6200.02%1,054CommonNONE
464287531IDGTISHARES TR$160,4650.02%1,850CommonNONE
92537N108VRTVERTIV HOLDINGS CO$158,0340.02%1,048CommonNONE
192422103CGNXCOGNEX CORP$156,8740.02%3,463CommonNONE
871829107SYYSYSCO CORP$156,6940.02%1,903CommonSOLE
337344105QQEWFIRST TR EXCHANGE-TRADED FD$155,2210.02%1,100CommonNONE
31620M106FISFIDELITY NATL INFORMATION SV$155,0560.02%2,351CommonSOLE
52736R102LEVILEVI STRAUSS & CO NEW$154,7590.02%6,642CommonSOLE
688239201OSKOSHKOSH CORP$154,7330.02%1,193CommonNONE
G0403H108AONAON PLC$154,0430.02%432CommonSOLE
M3760D101ESLTELBIT SYS LTD$152,9400.02%300CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$152,1070.02%1,903CommonSOLE
00827B106AFRMAFFIRM HLDGS INC$151,6410.02%2,075CommonNONE
278642103EBAYEBAY INC.$151,2500.02%1,663CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$150,6890.02%268CommonNONE
20825C104COPCONOCOPHILLIPS$150,3040.02%1,589CommonNONE
81141R100SESEA LTD$148,7040.02%832CommonSOLE
457669307INSMINSMED INC$146,8910.02%1,020CommonNONE
20030N101CMCSACOMCAST CORP NEW$145,4750.02%4,630CommonNONE
92840M102VSTVISTRA CORP$143,2180.02%731CommonNONE
46429B663HDVISHARES TR$142,7770.02%1,166CommonSOLE
553368101MPMP MATERIALS CORP$142,7250.02%2,128CommonNONE
761152107RMDRESMED INC$142,6140.02%521CommonNONE
443510607HUBBHUBBELL INC$142,0030.02%330CommonNONE
67092P607NUSCNUSHARES ETF TR$141,2530.02%3,203CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$138,5160.02%775CommonNONE
464288737KXIISHARES TR$138,3960.02%2,150CommonSOLE
125523100CITHE CIGNA GROUP$138,3600.02%480CommonNONE
74347R206QLDPROSHARES TR$137,2000.02%1,000CommonNONE
693506107PPGPPG INDS INC$135,9080.02%1,293CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$134,4030.02%1,470CommonSOLE
404280406HSBCHSBC HLDGS PLC$130,4620.02%1,838CommonNONE
18915M107NETCLOUDFLARE INC$128,5400.02%599CommonNONE
962879102WPMWHEATON PRECIOUS METALS CORP$126,9390.02%1,135CommonNONE
419870100HEHAWAIIAN ELEC INDUSTRIES$125,4040.02%11,359CommonNONE
55024U109LITELUMENTUM HLDGS INC$125,1240.02%769CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$124,9170.02%549CommonNONE
514952100LBLANDBRIDGE COMPANY LLC$124,1990.02%2,328CommonNONE
464287465EFAISHARES TR$123,0620.02%1,318CommonNONE
09062X103BIIBBIOGEN INC$122,9910.02%878CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$122,7610.02%100CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$122,3480.02%395CommonNONE
921909768VXUSVANGUARD STAR FDS$122,1930.02%1,663CommonNONE
008073108AVAVAEROVIRONMENT INC$121,8630.02%387CommonNONE
526107107LIILENNOX INTL INC$121,7530.02%230CommonNONE
227046109CROXCROCS INC$120,0620.02%1,437CommonSOLE
05329W102ANAUTONATION INC$118,7930.02%543CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$118,0870.02%1,074CommonNONE
871607107SNPSSYNOPSYS INC$116,9340.02%237CommonNONE
00971T101AKAMAKAMAI TECHNOLOGIES INC$116,4440.02%1,537CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$115,3450.02%1,372CommonNONE
48666K109KBHKB HOME$114,9340.02%1,806CommonNONE
884903808TRI4EURTHOMSON REUTERS CORP$114,1680.02%735CommonNONE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$114,0020.02%1,375CommonSOLE
46590V100JBGSJBG SMITH PPTYS$113,8090.02%5,115CommonNONE
G02602103DOXAMDOCS LTD$110,7680.02%1,350CommonSOLE
928298108VSHVISHAY INTERTECHNOLOGY INC$109,7780.01%7,175CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$109,7180.01%1,400CommonNONE
46137V696GGMEINVESCO EXCHANGE TRADED FD T$109,3980.01%1,700CommonNONE
032108607BLOKAMPLIFY ETF TR$106,5940.01%1,590CommonNONE
N3167Y103RACEFERRARI N V$105,7780.01%218CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$105,2570.01%167CommonNONE
88023B103TEMTEMPUS AI INC$104,9230.01%1,300CommonSOLE
780259305SHELSHELL PLC$104,7920.01%1,465CommonNONE
278865100ECLECOLAB INC$103,9200.01%379CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$103,3930.01%264CommonNONE
98138H101WDAYWORKDAY INC$103,0330.01%428CommonNONE
67059N108NTNXNUTANIX INC$102,1380.01%1,373CommonNONE
020002101ALLALLSTATE CORP$101,3150.01%472CommonNONE
916896103UECURANIUM ENERGY CORP$100,9840.01%7,570CommonNONE
16411R208LNGCHENIERE ENERGY INC$100,8070.01%429CommonNONE
921932844IVOVVANGUARD ADMIRAL FDS INC$100,7700.01%1,000CommonSOLE
22052L104CTVACORTEVA INC$100,7020.01%1,489CommonNONE
30161N101EXCEXELON CORP$99,6530.01%2,214CommonNONE
835699307SONYSONY GROUP CORP$99,4410.01%3,454CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$98,9410.01%234CommonNONE
370334104GISGENERAL MLS INC$98,7230.01%1,958CommonNONE
74340W103PLDPROLOGIS INC.$98,6020.01%861CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$97,7320.01%320CommonNONE
40412C101HCAHCA HEALTHCARE INC$97,6000.01%229CommonNONE
G037AX101AMBAAMBARELLA INC$96,5490.01%1,170CommonNONE
14149Y108CAHCARDINAL HEALTH INC$95,9030.01%611CommonNONE
315616102FFIVF5 INC$95,6650.01%296CommonNONE
26923G772AMZAETFIS SER TR I$95,4280.01%2,375CommonNONE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$95,1730.01%1,419CommonSOLE
888787108TOSTTOAST INC$95,1460.01%2,606CommonSOLE
464287804IJRISHARES TR$95,0640.01%800CommonNONE
896239100TRMBTRIMBLE INC$94,3060.01%1,155CommonNONE
95040Q104WELLWELLTOWER INC$93,1680.01%523CommonNONE
063671101BMOBANK MONTREAL QUE$92,9990.01%714CommonNONE
941848103WATWATERS CORP$92,6420.01%309CommonNONE
70959W103PAGPENSKE AUTOMOTIVE GRP INC$92,5210.01%532CommonNONE
46138G615SOXQINVESCO EXCH TRADED FD TR II$91,6200.01%1,828CommonSOLE
G9456A100GLNGGOLAR LNG LTD$91,1250.01%2,255CommonNONE
093712107BEBLOOM ENERGY CORP$91,0820.01%1,077CommonNONE
03831W108APPAPPLOVIN CORP$90,5370.01%126CommonNONE
086516101BBYBEST BUY INC$90,5180.01%1,197CommonNONE
629377508NRGNRG ENERGY INC$90,3690.01%558CommonNONE
37954Y715BOTZGLOBAL X FDS$90,3470.01%2,550CommonNONE
19247X100XRNPXCOHEN & STEERS REIT & PFD &$89,9200.01%4,000CommonNONE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTA$89,3780.01%4,643CommonSOLE
756109104OREALTY INCOME CORP$88,9970.01%1,464CommonNONE
337932107FEFIRSTENERGY CORP$88,9830.01%1,942CommonNONE
049560105ATOATMOS ENERGY CORP$88,9610.01%521CommonNONE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$87,9750.01%980CommonNONE
281020107EIXEDISON INTL$87,8400.01%1,589CommonNONE
879360105TDYTELEDYNE TECHNOLOGIES INC$87,3200.01%149CommonNONE
257651109DCIDONALDSON INC$86,3520.01%1,055CommonNONE
368736104GNRCGENERAC HLDGS INC$86,2110.01%515CommonNONE
02156V109OKLOOKLO INC$85,9560.01%770CommonNONE
65487K100LASRNLIGHT INC$85,2760.01%2,878CommonNONE
216648501COOCOOPER COS INC$85,2210.01%1,243CommonSOLE
651639106NEMNEWMONT CORP$84,3950.01%1,001CommonNONE
92939U106WECWEC ENERGY GROUP INC$84,3390.01%736CommonNONE
922908611VBRVANGUARD INDEX FDS$83,4840.01%400CommonSOLE
30040W108ESEVERSOURCE ENERGY$83,0920.01%1,168CommonNONE
681919106OMCOMNICOM GROUP INC$82,8350.01%1,016CommonSOLE
74736K101QRVOQORVO INC$82,5190.01%906CommonNONE
462222100IONSIONIS PHARMACEUTICALS INC$81,6450.01%1,248CommonNONE
880770102TERTERADYNE INC$80,6580.01%586CommonNONE
29476L107EQREQUITY RESIDENTIAL$80,4600.01%1,243CommonSOLE
86771W105RUNSUNRUN INC$79,9840.01%4,626CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$79,6340.01%1,333CommonNONE
89151E109TTENTOTALENERGIES SE$79,1490.01%1,326CommonNONE
465741106ITRIITRON INC$79,0960.01%635CommonNONE
464287234EEMISHARES TR$78,9790.01%1,479CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$78,8820.01%4,039CommonNONE
74758T303QLYSQUALYS INC$78,7370.01%595CommonNONE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$78,5050.01%797CommonSOLE
P73684113OSWONESPAWORLD HOLDINGS LIMITED$77,5840.01%3,670CommonNONE
940923105WBIWATERBRIDGE INFRASTRUCTURE L$77,2240.01%3,062CommonNONE
91913Y100VLOVALERO ENERGY CORP$76,9580.01%452CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$76,2660.01%548CommonNONE
34959E109FTNTFORTINET INC$75,6720.01%900CommonNONE
04626A103ALABASTERA LABS INC$75,3830.01%385CommonNONE
91529Y106UNMUNUM GROUP$75,2920.01%968CommonNONE
29444U700EQIXEQUINIX INC$75,1920.01%96CommonNONE
60937P106MDBMONGODB INC$74,4920.01%240CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$73,7220.01%478CommonNONE
433313103HNGEHINGE HEALTH INC$73,6200.01%1,500CommonNONE
744320102PRUPRUDENTIAL FINL INC$73,2410.01%706CommonNONE
219948106CPAYCORPAY INC$72,8800.01%253CommonNONE
171779309CIENCIENA CORP$72,8350.01%500CommonNONE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$72,8050.01%500CommonNONE
103304101BYDBOYD GAMING CORP$72,6180.01%840CommonNONE
243537107DECKDECKERS OUTDOOR CORP$72,1760.01%712CommonNONE
464286772EWYISHARES INC$72,0900.01%900CommonNONE
81282V100PRKSUNITED PARKS & RESORTS INC$71,8630.01%1,390CommonNONE
418056107HASHASBRO INC$71,0720.01%937CommonSOLE
78464A409SPYGSPDR SERIES TRUST$69,9350.01%669CommonNONE
754730109RJFRAYMOND JAMES FINL INC$68,8680.01%399CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$68,8470.01%196CommonNONE
009422106AIROAIRO GROUP HLDGS INC$68,6980.01%3,578CommonSOLE
26856L103ELFE L F BEAUTY INC$68,0950.01%514CommonSOLE
25459W847TNADIREXION SHS ETF TR$67,8600.01%1,500CommonNONE
23804L103DDOGDATADOG INC$67,6400.01%475CommonNONE
46982L108JJACOBS SOLUTIONS INC$67,5420.01%451CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$67,2240.01%1,571CommonNONE

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.