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KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

Q4 2023 · 13F-HR

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLCholdings as filed

Filed 2024-02-13 · accession 0001398344-24-002814

$39.97B
Reported value
962
Positions
2023-12-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 962

CUSIPTickerIssuerValue% port.SharesClassVoting
829073105SSDSIMPSON MANUFACTURIN$919.3M2.30%4,643,151CommonSOLE
29109X106AZPN1USDASPEN TECHNOLOGY INC$836.0M2.09%3,797,271CommonSOLE
74164M108PRIPRIMERICA INC$759.2M1.90%3,689,894CommonSOLE
73278L105POOLPOOL CORPORATION$756.7M1.89%1,897,820CommonSOLE
08265T208BSYBENTLEY SYS INC$732.4M1.83%14,035,081CommonSOLE
29084Q100EMEEMCOR GROUP INC$727.9M1.82%3,379,041CommonSOLE
942622200WSOWATSCO INC$709.5M1.78%1,655,950CommonSOLE
302941109FCNFTI CONSULTING INC$674.0M1.69%3,384,515CommonSOLE
526107107LIILENNOX INTL INC$667.4M1.67%1,491,347CommonSOLE
216648402COOPER COMPANIES INC$658.4M1.65%1,739,896CommonSOLE
294429105EFXEQUIFAX INC$638.6M1.60%2,582,490CommonSOLE
515098101LSTRLANDSTAR SYS INC$625.1M1.56%3,228,000CommonSOLE
885160101THOTHOR INDS INC$614.8M1.54%5,198,882CommonSOLE
426281101JKHYHENRY JACK & ASSOC$611.6M1.53%3,742,457CommonSOLE
655663102NDSNNORDSON CORP$610.1M1.53%2,309,708CommonSOLE
562750109MANHMANHATTAN ASSOCS IN$561.8M1.41%2,609,226CommonSOLE
75524B104RBCRBC BEARINGS INC$550.2M1.38%1,931,233CommonSOLE
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303250104FICOFAIR ISAAC INC$541.7M1.36%465,408CommonSOLE
303075105FDSFACTSET RESH SYS INC$539.6M1.35%1,131,060CommonSOLE
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50212V100LPLALPL FINANCIAL HLDGS$499.4M1.25%2,193,821CommonSOLE
084423102WRBBERKLEY W R CORP$496.0M1.24%7,013,442CommonSOLE
005098108GOLFACUSHNET HOLDINGS$491.9M1.23%7,786,347CommonSOLE
880770102TERTERADYNE INC$485.7M1.22%4,475,833CommonSOLE
384109104GGGGRACO INC$481.6M1.20%5,550,830CommonSOLE
221006109CRVLCORVEL CORP$471.0M1.18%1,905,305CommonSOLE
25659T107DLBDOLBY LABORATORIES$467.2M1.17%5,421,020CommonSOLE
03662Q105AKXANSYS INC$466.4M1.17%1,285,354CommonSOLE
891092108TTCTORO CO$444.9M1.11%4,634,449CommonSOLE
78351F107RYANRYAN SPECIALTY HLD$436.1M1.09%10,136,768CommonSOLE
879360105TDYTELEDYNE TECH INC$423.2M1.06%948,241CommonSOLE
G0176J109ALLEALLEGION PLC$418.8M1.05%3,305,348CommonSOLE
942749102WTSWATTS WATER TECH$418.1M1.05%2,006,903CommonSOLE
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775711104ROLROLLINS INC$412.0M1.03%9,434,256CommonSOLE
30214U102EXPOEXPONET INC$411.4M1.03%4,672,978CommonSOLE
60786M105MCMOELIS & COMPANY$397.5M0.99%7,081,890CommonSOLE
90278Q108UFPIUFP INDUSTRIES INC$395.7M0.99%3,151,662CommonSOLE
48282T104KAIKADANT$372.5M0.93%1,328,960CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES$364.6M0.91%1,333,941CommonSOLE
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441593100HLIHOULIHAN LOKEY INC$334.0M0.84%2,785,812CommonSOLE
749607107RLIRLI CORP$325.8M0.82%2,447,163CommonSOLE
16359R103CHECHEMED CORP NEW$317.8M0.80%543,494CommonSOLE
810186106SMGSCOTTS MIRACLE-GRO$311.3M0.78%4,883,494CommonSOLE
000360206AAONAAON INC$307.3M0.77%4,160,140CommonSOLE
114340102AZTAAZENTA INC$301.2M0.75%4,623,310CommonSOLE
32051X108FHBFIRST HAWAIIAN$296.0M0.74%12,948,607CommonSOLE
50189K103LCIILCI INDUSTRIES$292.1M0.73%2,323,517CommonSOLE
04316A108APAMARTISAN PARTNERS A$289.4M0.72%6,549,494CommonSOLE
109194100BFAMBRIGHT HORIZONS FA$267.2M0.67%2,835,535CommonSOLE
63947X101NCNONCINO INC$244.5M0.61%7,270,014CommonSOLE
29260V105DAVAENDAVA PLC$231.5M0.58%2,974,221CommonSOLE
169905106CHHCHOICE HOTELS INTL$231.1M0.58%2,039,949CommonSOLE
35138V102FOXFFOX FACTORY HLDG$230.8M0.58%3,419,916CommonSOLE
185123106CWANCLEARWATER ANALYTI$220.5M0.55%11,009,200CommonSOLE
778296103ROSTROSS STORES INC$217.2M0.54%1,569,702CommonSOLE
81768T108SFBSSERVISFIRST BANCSH$217.0M0.54%3,257,068CommonSOLE
05945F103BANFBANCFIRST CORP$210.0M0.53%2,157,612CommonSOLE
38267D109GSHDGOOSEHEAD INS INC$203.0M0.51%2,678,241CommonSOLE
090043100BILLBILL HOLDINGS INC$193.2M0.48%2,367,959CommonSOLE
57060D108MKTXMARKETAXESS HLDGS$193.0M0.48%658,991CommonSOLE
031100100AMEAMETEK INC$187.6M0.47%1,137,913CommonSOLE
26154D100DFHDREAM FINDERS HOMES$187.1M0.47%5,265,724CommonSOLE
78463M107SPSCSPS COMMERCE INC$173.8M0.43%896,752CommonSOLE
513272104LWLAMB WESTON HLDGS$169.8M0.42%1,570,740CommonSOLE
032095101APHAMPHENOL CORPORATION$165.2M0.41%1,666,106CommonSOLE
21044C107ROADCONSTRUCTION PARTNRS$162.4M0.41%3,731,360CommonSOLE
493732101KFRCKFORCE INC$160.9M0.40%2,380,995CommonSOLE
359694106FULFULLER H B CO$160.7M0.40%1,974,027CommonSOLE
30040P103EVTCEVERTEC INC$159.1M0.40%3,886,451CommonSOLE
955306105WSTWEST PHARMACEUT SVS$156.9M0.39%445,577CommonSOLE
67066G104NVDANVIDIA CORP$153.7M0.38%310,270CommonSOLE
681116109OLLIOLLIES BARGAIN OUT$152.6M0.38%2,010,568CommonSOLE
062540109BOHBANK HAWAII CORP$149.0M0.37%2,056,510CommonSOLE
929236107WDFCWD 40 CO$144.7M0.36%605,299CommonSOLE
04247X102AWIARMSTRONG WORLD INDS$143.0M0.36%1,454,442CommonSOLE
15118V207CELHCELSIUS HOLDINGS INC$141.7M0.35%2,599,825CommonSOLE
635017106FIZZNATL BEVERAGE CORP$138.4M0.35%2,784,429CommonSOLE
431636109HLMNHILLMAN SOLUTIONS CR$137.9M0.35%14,977,324CommonSOLE
609839105MPWRMONOLITHIC POWER$136.4M0.34%216,225CommonSOLE
11133T103BRBROADRIDGE FINL SOLN$133.2M0.33%647,173CommonSOLE
366651107ITGARTNER INC$133.1M0.33%295,010CommonSOLE
25754A201DPZDOMINOS PIZZA INC$131.6M0.33%319,263CommonSOLE
422806208HEI/AHEICO CORP NEW$129.1M0.32%906,014CommonSOLE
90337L108USPHU S PHYSICAL THERAPY$127.2M0.32%1,365,723CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400$126.8M0.32%249,880CommonSOLE
257651109DCIDONALDSON INC$120.8M0.30%1,849,206CommonSOLE
09239B109BLBLACKLINE INC$120.8M0.30%1,934,598CommonSOLE
904708104UNFUNIFIRST CORP MASS$120.1M0.30%656,400CommonSOLE
527064109LESLIES INC$117.6M0.29%17,024,009CommonSOLE
98978V103ZTSZOETIS INC$117.6M0.29%595,799CommonSOLE
637372202NRCNATIONAL RESEARCH CR$114.0M0.29%2,881,464CommonSOLE
76156B107RVLVREVOLVE GROUP INC$113.6M0.28%6,851,572CommonSOLE
32020R109FFINFIRST FINL BKSH$113.5M0.28%3,747,496CommonSOLE
58733R102MELIMERCADOLIBRE INC$112.8M0.28%71,770CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$112.5M0.28%470,859CommonSOLE
92826C839VVISA INC$108.2M0.27%415,660CommonSOLE
88339J105TTDTHE TRADE DESK$105.9M0.26%1,471,279CommonSOLE
464287200IVVISHARES TRUST$103.7M0.26%217,139CommonSOLE
67000B104NOVTNOVANTA INC$103.5M0.26%614,627CommonSOLE
163072101CAKECHEESECAKE FACTORY$103.2M0.26%2,947,277CommonSOLE
012348108AINALBANY INTL CORP$101.4M0.25%1,032,504CommonSOLE
60937P106MDBMONGODB INC$95.5M0.24%233,644CommonSOLE
056525108BMIBADGER METER INC$94.7M0.24%613,335CommonSOLE
374297109GTYGETTY RLTY CORP NEW$93.9M0.23%3,213,515CommonSOLE
023135106AMZNAMAZON COM INC$93.7M0.23%616,601CommonSOLE
22160N109CSGPCOSTAR GROUP INC$91.5M0.23%1,046,965CommonSOLE
G7S00T104PNRPENTAIR PLC$86.0M0.22%1,182,749CommonSOLE
45168D104IDXXIDEXX LABS INC$83.4M0.21%150,169CommonSOLE
477839104JBTMJOHN BEAN TECHNOLOGY$81.2M0.20%816,383CommonSOLE
679580100ODFLOLD DOMINION FGHT$77.2M0.19%190,350CommonSOLE
115236101BROBROWN & BROWN INC$77.2M0.19%1,084,988CommonSOLE
682095104OFLXOMEGA FLEX$76.0M0.19%1,077,960CommonSOLE
G1151C101ACNACCENTURE PLC$75.2M0.19%214,338CommonSOLE
61174X109MNSTMONSTER BEVERAGE CRP$74.5M0.19%1,292,438CommonSOLE
049904105ATRIUSDATRION CORP$73.8M0.18%194,854CommonSOLE
776696106ROPROPER TECHNOLOGIES$71.8M0.18%131,759CommonSOLE
592688105MTDMETTLER TOLEDO INTL$70.3M0.18%57,991CommonSOLE
861025104SYBTSTOCK YARDS BANC$67.9M0.17%1,318,549CommonSOLE
654106103NKENIKE INC$66.1M0.17%609,235CommonSOLE
929740108WABWABTEC$64.5M0.16%508,188CommonSOLE
511656100LKFNLAKELAND FINL CORP$62.6M0.16%960,918CommonSOLE
68134L109OLOGBXOLO INC$62.0M0.16%10,835,652CommonSOLE
58450V104MAXMEDIAALPHA INC$61.2M0.15%5,485,293CommonSOLE
124765108CAECAE INC$61.0M0.15%2,132,050CommonSOLE
43538H103HLLYHOLLEY INC$56.1M0.14%11,523,102CommonSOLE
30303M102METAMETA PLATFORMS INC$54.0M0.14%152,450CommonSOLE
532457108LLYLILLY ELI & CO$53.2M0.13%91,349CommonSOLE
98138H101WDAYWORKDAY INC$53.2M0.13%192,624CommonSOLE
M5216V106GLBEGLOBAL E ONLINE LTD$51.2M0.13%1,290,705CommonSOLE
571903202MARMARRIOTT INTL INC$48.6M0.12%215,697CommonSOLE
437076102HDHOME DEPOT INC$48.5M0.12%139,947CommonSOLE
90353T100UBERUBER TECHNOLOGIES$48.3M0.12%784,376CommonSOLE
25278X109FANGDIAMONDBACK ENERGY$45.2M0.11%291,478CommonSOLE
74347R248CSMPROSHARES TR$44.2M0.11%806,697CommonSOLE
23804L103DDOGDATADOG INC$44.1M0.11%363,033CommonSOLE
571748102MRSHMARSH & MCLENNAN COS$43.4M0.11%228,813CommonSOLE
741511109PSMTPRICESMART INC$43.2M0.11%569,878CommonSOLE
037833100AAPLAPPLE INC$43.0M0.11%223,259CommonSOLE
115637209BF/BBROWN FORMAN CORP$41.9M0.10%733,565CommonSOLE
74144T108TROWPRICE T ROWE GROUP$40.6M0.10%376,737CommonSOLE
70432V102PAYCPAYCOM SOFTWARE$40.6M0.10%196,175CommonSOLE
579780206MKCMCCORMICK & CO INC$40.0M0.10%584,301CommonSOLE
25862V105DVDOUBLEVERIFY HLDS$39.8M0.10%1,081,152CommonSOLE
743315103PGRPROGRESSIVE CORP$39.5M0.10%248,280CommonSOLE
18915M107NETCLOUDFLARE INC$39.1M0.10%469,351CommonSOLE
42226A107HQYHEALTHEQUITY INC$38.5M0.10%581,342CommonSOLE
693475105PNCPNC FINL SVCS GRP$38.3M0.10%247,553CommonSOLE
349553107FTSFORTIS INC$38.3M0.10%930,618CommonSOLE
91324P102UNHUNITEDHEALTH GRP INC$37.8M0.09%71,884CommonSOLE
89400J107TRUTRANSUNION$37.5M0.09%545,297CommonSOLE
594918104MSFTMICROSOFT CORP$37.0M0.09%98,320CommonSOLE
358039105FRPTFRESHPET INC$35.9M0.09%414,010CommonSOLE
235851102DHRDANAHER CORP$35.8M0.09%154,803CommonSOLE
629445206NVECNVE CORP$35.4M0.09%451,678CommonSOLE
64110L106NFLXNETFLIX INC$33.4M0.08%68,686CommonSOLE
833445109SNOWSNOWFLAKE INC$33.2M0.08%166,877CommonSOLE
339041105FLT1EURFLEETCOR TECHNOLOG$32.5M0.08%115,132CommonSOLE
68389X105ORCLORACLE CORP$32.1M0.08%304,644CommonSOLE
548661107LOWLOWES CO$32.0M0.08%143,680CommonSOLE
009066101ABNBAIRBNB INC$31.3M0.08%229,792CommonSOLE
717081103PFEPFIZER INC$30.1M0.08%1,044,649CommonSOLE
G8994E103TTTRANE TECHNOLOGI PLC$30.1M0.08%123,293CommonSOLE
278865100ECLECOLAB INC$30.1M0.08%151,502CommonSOLE
464287630IWNISHARES$29.6M0.07%190,418CommonSOLE
02079K305GOOGLALPHABET INC$28.7M0.07%205,546CommonSOLE
461202103INTUINTUIT$26.9M0.07%43,035CommonSOLE
G54950103LINLINDE PLC$26.9M0.07%65,389CommonSOLE
82509L107SHOPSHOPIFY INC$26.8M0.07%344,021CommonSOLE
78409V104SPGIS&P GLOBAL INC$26.3M0.07%59,771CommonSOLE
97717Y527USFRWISDOMTREE TRUST$26.3M0.07%522,518CommonSOLE
406216101HALHALLIBURTON$25.7M0.06%710,774CommonSOLE
05550J101BJBJS WHSL CLUB HLDGS$25.1M0.06%376,856CommonSOLE
852234103XYZBLOCK INC$25.0M0.06%323,811CommonSOLE
713448108PEPPEPSICO INC$24.9M0.06%146,801CommonSOLE
771049103RBLXROBLOX CORP$24.9M0.06%544,148CommonSOLE
029683109AMSWAUSDAMER SOFTWARE INC$24.8M0.06%2,193,362CommonSOLE
615369105MCOMOODYS CORP$24.8M0.06%63,381CommonSOLE
053332102AZOAUTOZONE INC$24.7M0.06%9,535CommonSOLE
459200101IBMINTL BUSINESS MCHN$23.8M0.06%145,531CommonSOLE
888787108TOSTTOAST INC$23.5M0.06%1,285,731CommonSOLE
00287Y109ABBVABBVIE INC$23.2M0.06%149,561CommonSOLE
25179M103DVNDEVON ENERGY CORP$22.9M0.06%504,966CommonSOLE
89417E109TRVTRAVELERS CO(THE)$22.8M0.06%119,440CommonSOLE
626755102MUSAMURPHY USA INC$22.7M0.06%63,756CommonSOLE
74340W103PLDPROLOGIS INC$22.6M0.06%169,562CommonSOLE
464287655IWMISHARES$22.2M0.06%110,727CommonSOLE
464288646IGSBISHARES TR$22.2M0.06%434,143CommonSOLE
00214Q104ARKKARK ETF TRUST ARK$21.4M0.05%407,948CommonSOLE
863667101SYKSTRYKER CORP$21.0M0.05%70,124CommonSOLE
478160104JNJJOHNSON & JOHNSON$20.9M0.05%133,285CommonSOLE
G8473T100STESTERIS PLC$20.6M0.05%93,750CommonSOLE
518415104LSCCLATTICE SEMICONDUCTR$20.2M0.05%293,167CommonSOLE
371901109GNTXGENTEX CORP$20.1M0.05%616,198CommonSOLE
90384S303ULTAULTA BEAUTY INC$19.7M0.05%40,171CommonSOLE
277432100EMNEASTMAN CHEM CO$19.6M0.05%218,285CommonSOLE
452308109ITWILLINOIS TOOL WORKS$18.9M0.05%72,258CommonSOLE
94106L109WMWASTE MANAGEMENT INC$18.8M0.05%105,027CommonSOLE
872540109TJXTJX COMPANIES INC$18.7M0.05%198,870CommonSOLE
127387108CDNSCADENCE DESIGN SYS$18.1M0.05%66,478CommonSOLE
553530106MSMMSC INDL DIRECT INC$17.8M0.04%176,035CommonSOLE
902252105TYLTYLER TECHN INC$17.6M0.04%42,010CommonSOLE
H5919C104ONONON HOLDING AG$17.5M0.04%648,732CommonSOLE
032654105ADIANALOG DEVICES INC$16.9M0.04%85,249CommonSOLE
882508104TXNTEXAS INSTRUMENTS$16.8M0.04%98,491CommonSOLE
464287614IWFISHARES$16.7M0.04%55,023CommonSOLE
166764100CVXCHEVRON CORP$16.7M0.04%111,800CommonSOLE
369550108GDGENERAL DYNAMICS$16.4M0.04%63,349CommonSOLE
09247X101BLKCHFBLACKROCK INC$16.1M0.04%19,888CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE I$15.6M0.04%16,407CommonSOLE
518439104ELESTEE LAUDER CO$15.5M0.04%105,933CommonSOLE
G9440A109VSTAVASTA PLATFORM LTD$15.4M0.04%3,450,779CommonSOLE
G0250X107AMCRAMCOR PLC$15.3M0.04%1,584,004CommonSOLE
H01301128ALCALCON AG$15.0M0.04%191,645CommonSOLE
92343V104VZVERIZON COMMUNICATIO$15.0M0.04%396,883CommonSOLE
580135101MCDMCDONALDS CORP$14.7M0.04%49,518CommonSOLE
191216100KOCOCA-COLA CO$14.4M0.04%244,679CommonSOLE
512816109LAMRLAMAR ADVERTISING$14.4M0.04%135,513CommonSOLE
855244109SBUXSTARBUCKS CORP$14.2M0.04%148,061CommonSOLE
57636Q104MAMASTERCARD INC$14.1M0.04%33,157CommonSOLE
842587107SOSOUTHERN CO$14.1M0.04%201,204CommonSOLE
053015103ADPAUTOMATIC DATA PROC$14.1M0.04%60,367CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$13.9M0.03%201,322CommonSOLE
464287499IWRISHARES$13.8M0.03%177,611CommonSOLE
742718109PGPROCTER AND GAMBLE$13.6M0.03%92,546CommonSOLE
405552100HLNHALEON PLC$13.4M0.03%1,630,246CommonSOLE
773903109ROKROCKWELL AUTOMATION$13.3M0.03%42,817CommonSOLE
15687V109CERTCERTARA INC$13.2M0.03%748,569CommonSOLE
G29183103ETNEATON CORPORATION$13.0M0.03%53,783CommonSOLE
464287663IUSVISHARES TR$12.8M0.03%151,627CommonSOLE
05278C107ATHMAUTOHOME INC$12.7M0.03%451,865CommonSOLE
12572Q105CMECME GROUP INC$12.6M0.03%59,619CommonSOLE
852312305STAASTAAR SURGICAL CO$12.5M0.03%401,998CommonSOLE
127190304CACICACI INTERNATIONAL$12.4M0.03%38,402CommonSOLE
344437405FONRFONAR CORP$12.4M0.03%632,569CommonSOLE
883556102TMOTHERMO FISHER SCI$12.3M0.03%23,234CommonSOLE
25243Q205DEODIAGEO P L C$12.3M0.03%84,562CommonSOLE
806857108SLBSCHLUMBERGER LTD$12.1M0.03%232,677CommonSOLE
22822V101CCICROWN CASTLE INTL$11.9M0.03%103,568CommonSOLE
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42809H107HESHESS CORPORATION$11.6M0.03%80,789CommonSOLE
58933Y105MRKMERCK & CO INC$11.3M0.03%103,970CommonSOLE
46429B663HDVISHARES$11.1M0.03%108,501CommonSOLE
343498101FLOFLOWERS FOODS INC$10.6M0.03%472,672CommonSOLE
464287648IWOISHARES$10.1M0.03%40,021CommonSOLE
482480100KLACKLA CORPORATION$9.9M0.02%17,111CommonSOLE
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02079K107GOOGALPHABET INC$9.2M0.02%64,975CommonSOLE
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05534B760BCEBCE INC$8.9M0.02%226,691CommonSOLE
46137V357RSPINVESCO EXCHANGETRAD$8.9M0.02%56,509CommonSOLE
031162100AMGNAMGEN INC$8.7M0.02%30,347CommonSOLE
494368103KMBKIMBERLY CLARK CORP$8.7M0.02%71,711CommonSOLE
874060205TAKTAKEDA PHARMACEUTICA$8.5M0.02%598,124CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY$8.5M0.02%93,920CommonSOLE
17275R102CSCOCISCO SYSTEMS INC$8.3M0.02%164,322CommonSOLE
78648T100SAFTSAFETY INS GROUP INC$8.3M0.02%108,941CommonSOLE
681919106OMCOMNICOM GROUP INC$7.9M0.02%91,076CommonSOLE
03073E105CORCENCORA INC$7.8M0.02%38,113CommonSOLE
871829107SYYSYSCO CORP$7.8M0.02%106,675CommonSOLE
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704326107PAYXPAYCHEX INC$7.8M0.02%65,327CommonSOLE
464288414MUBISHARES TR$7.6M0.02%70,162CommonSOLE
384802104GWWGRAINGER W W INC$7.4M0.02%8,882CommonSOLE
464288356CMFISHARES TR$7.3M0.02%126,513CommonSOLE
464287226AGGISHARES TR$7.0M0.02%70,734CommonSOLE
703395103PDCOEURPATTERSON COMPANIES$6.9M0.02%242,804CommonSOLE
81369Y860XLRESELECT SECTOR SPDR T$6.8M0.02%169,725CommonSOLE
12514G108CDWCDW CORP$6.7M0.02%29,618CommonSOLE
126650100CVSCVS HEALTH CORP$6.7M0.02%84,285CommonSOLE
609207105MDLZMONDELEZ INTL INC$6.5M0.02%89,255CommonSOLE
256677105DGDOLLAR GEN CORP$6.4M0.02%47,196CommonSOLE
464287507IJHISHARES TRUST$5.9M0.01%21,412CommonSOLE
857477103STTSTATE STREET CORP$5.9M0.01%76,332CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICL$5.8M0.01%14,202CommonSOLE
72201R833MINTPIMCO ENHANCED SHORT$5.8M0.01%57,652CommonSOLE
902973304USBUS BANCORP DEL$5.7M0.01%132,121CommonSOLE
37940X102GPNGLOBAL PAYMENTS INC$5.6M0.01%43,927CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$5.4M0.01%11,465CommonSOLE
G5960L103MDTMEDTRONIC PLC$5.4M0.01%65,957CommonSOLE
89151E109TTENTOTALENERGIES SE$5.4M0.01%80,087CommonSOLE
254687106DISWALT DISNEY CO$5.4M0.01%59,735CommonSOLE
670100205NVONOVO-NORDISK AS$5.3M0.01%51,455CommonSOLE
28176E108EWEDWARDS LIFESCIENCE$5.3M0.01%69,021CommonSOLE
058498106BALLBALL CORP$5.2M0.01%91,116CommonSOLE
92204A504VHTVANGUARD WORLD FDS$5.2M0.01%20,887CommonSOLE
58155Q103MCKMCKESSON CORP$5.0M0.01%10,752CommonSOLE
803054204SAPSAP SE$5.0M0.01%32,182CommonSOLE
464287622IWBISHARES$4.9M0.01%18,685CommonSOLE
N07059210ASMLASML HLDS NV NY$4.8M0.01%6,375CommonSOLE
464287465EFAISHARES$4.7M0.01%62,666CommonSOLE
464287481IWPISHARES$4.7M0.01%44,915CommonSOLE
718172109PMPHILIP MORRIS INTL$4.3M0.01%45,974CommonSOLE
252131107DXCMDEXCOM INC$4.3M0.01%34,355CommonSOLE
464288687PFFISHARES TR$4.2M0.01%133,906CommonSOLE
98149E303GLDMWORLD GOLD TR$4.1M0.01%100,769CommonSOLE
817565104SCISERVICE CORP INTL$4.1M0.01%59,371CommonSOLE
002824100ABTABBOTT LABS$3.9M0.01%35,320CommonSOLE
904767704UNILEVER PLC$3.9M0.01%79,448CommonSOLE
205887102CAGCONAGRA BRANDS INC$3.8M0.01%132,117CommonSOLE
780087102RYROYAL BANK CDA$3.7M0.01%37,000CommonSOLE
922042858VWOVANGUARD FTSE$3.7M0.01%89,884CommonSOLE
75886F107REGNREGENERON PHARMCTCLS$3.6M0.01%4,114CommonSOLE
25861R204CAPEDOUBLELINE ETF TRUST$3.6M0.01%134,062CommonSOLE
46120E602ISRGINTUITIVE SURGIC INC$3.5M0.01%10,447CommonSOLE
29414B104EPAMEPAM SYS INC$3.5M0.01%11,714CommonSOLE
636274409NGGNATIONAL GRID$3.5M0.01%50,778CommonSOLE
110122108BMYBRISTOL MYERS SQUIBB$3.3M0.01%65,130CommonSOLE
G97822103PRGOPERRIGO CO$3.3M0.01%103,525CommonSOLE
59064R109MLABMESA LABS INC$3.2M0.01%30,973CommonSOLE
40415F101HDBHDFC BANK LTD$3.2M0.01%47,355CommonSOLE
744320102PRUPRUDENTIAL FINL$3.2M0.01%30,504CommonSOLE
372303206GMABGENMAB AS$3.1M0.01%97,218CommonSOLE
016255101ALGNALIGN TECH INC$3.1M0.01%11,262CommonSOLE
922908553VNQVANGUARD SPECIALIZED$3.1M0.01%34,745CommonSOLE
922042718VSSVANGUARD INTL EQUITY$3.0M0.01%25,691CommonSOLE
G25839104CCEPCOCA-COLA EUROPACI$2.9M0.01%43,948CommonSOLE
833034101SNASNAP-ON INC$2.9M0.01%9,929CommonSOLE
45784P101PODDINSULET CORP$2.7M0.01%12,665CommonSOLE
30225T102EXREXTRA SPACE STORAGE$2.7M0.01%16,958CommonSOLE
03027X100AMTAMERICAN TOWER CORP$2.5M0.01%11,552CommonSOLE
015271109AREALEXANDRIA REAL ESTA$2.4M0.01%18,875CommonSOLE
60770K107MRNAMODERNA INC$2.4M0.01%23,698CommonSOLE
500767678KRBNKRANESHARES TR$2.2M0.01%60,645CommonSOLE
053484101AVBAVALONBAY COMMUNTIES$2.2M0.01%11,759CommonSOLE
464287564ICFISHARES TR$2.1M0.01%35,415CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY$2.1M0.01%5,762CommonSOLE
931142103WMTWALMART INC$2.0M0.01%12,990CommonSOLE
922908652VXFVANGUARD INDEX TR$2.0M0.00%11,978CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$1.9M0.00%11,236CommonSOLE
338307101FIVNFIVE9 INC$1.9M0.00%24,128CommonSOLE
925652109VICIVICI PPTYS INC$1.9M0.00%59,429CommonSOLE
43300A203HLTHILTON WRLDWDE HLDGS$1.8M0.00%9,960CommonSOLE
297178105ESSESSEX PPTY TR INC$1.8M0.00%7,247CommonSOLE
59522J103MAAMID-AMER APT CMNTYS$1.8M0.00%13,051CommonSOLE
88160R101TSLATESLA INC$1.7M0.00%6,895CommonSOLE
464287689IWVISHARES$1.7M0.00%6,214CommonSOLE
46429B689EFAVISHARES TR$1.7M0.00%24,043CommonSOLE
922908769VTIVANGUARD INDEX TR$1.7M0.00%6,961CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPT$1.6M0.00%23,098CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY$1.6M0.00%3CommonSOLE
313745101FRTFEDERAL RLTY INVT TR$1.5M0.00%14,354CommonSOLE
46434G814EWMISHARES INC$1.5M0.00%69,310CommonSOLE
78463V107GLDSPDR GOLD TR$1.5M0.00%7,694CommonSOLE
31428X106FDXFEDEX CORP$1.4M0.00%5,498CommonSOLE
29444U700EQIXEQUINIX INC$1.3M0.00%1,673CommonSOLE
78463X202FEZSPDR INDX SH FUNDS$1.3M0.00%26,967CommonSOLE
02665T306AMHAMERICAN HOMES 4 R$1.3M0.00%35,698CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR$1.2M0.00%11,173CommonSOLE
46434G822EWJISHARES INC$1.2M0.00%17,940CommonSOLE
217204106CPRTCOPART INC$1.2M0.00%23,484CommonSOLE
922908611VBRVANGUARD INDEX TR$1.1M0.00%6,331CommonSOLE
66987V109NVSNOVARTIS AG$1.1M0.00%11,263CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIE$1.1M0.00%5,278CommonSOLE
80105N105SNYSANOFI$1.1M0.00%21,859CommonSOLE
92204A702VGTVANGUARD SECTOR INDE$1.1M0.00%2,192CommonSOLE
427866108HSYTHE HERSHEY COMPANY$1.0M0.00%5,600CommonSOLE
464287556IBBISHARES TR$1.0M0.00%7,653CommonSOLE
464287762IYHISHARES$972,8450.00%3,401CommonSOLE
980228308WDSWOODSIDE ENERGY GRP$970,2670.00%46,006CommonSOLE
74275K108PCORPROCORE TECHNOLOGIES$969,0800.00%14,000CommonSOLE
46436E718SGOVISHARES TRUST$965,0400.00%9,625CommonNONE
922908363VOOVANGUARD INDEX FDS$942,2070.00%2,157CommonSOLE
98850P109YUMCYUM CHINA HOLDINGS$937,7680.00%22,101CommonSOLE
464288638IGIBISHARES TR$919,8830.00%17,724CommonSOLE
30231G102XOMEXXON MOBIL CORP$918,0680.00%9,182CommonSOLE
464287473IWSISHARES$916,8580.00%7,882CommonSOLE
22160K105COSTCOSTCO WHSL CORP$897,7660.00%1,360CommonSOLE
922908736VUGVANGUARD INDEX TR$881,2050.00%2,835CommonSOLE
37954Y475XYLDGLOBAL X FUNDS$871,2210.00%22,073CommonSOLE
46090E103QQQINVESCO QQQ TR$830,0050.00%2,026CommonSOLE
929160109VMCVULCAN MATERIALS CO$829,4950.00%3,654CommonSOLE
55354G100MSCIMSCI INC$812,8390.00%1,437CommonSOLE
464287606IJKISHARES$792,1390.00%10,003CommonSOLE
37733W204GSKGSK PLC$790,0960.00%21,319CommonSOLE
260003108DOVDOVER CORP$769,0500.00%5,000CommonSOLE
20717M1038QRCONFLUENT INC$764,8520.00%32,686CommonSOLE
17133Q502CHTCHUNGHWA TELECOM$736,6650.00%18,855CommonSOLE
780259305SHELSHELL PLC$707,9830.00%10,759CommonSOLE
464285204IAUISHARES GOLD TRUST$705,8580.00%18,085CommonSOLE
88262P102TPLTEXAS PACIFIC LAND$682,4430.00%434CommonSOLE
922042874VGKVANGUARD INTL EQ IND$672,3880.00%10,423CommonSOLE
110448107BTIBRITISH AMER TOB PLC$671,8830.00%22,939CommonSOLE
500472303PHGKONINKLIJKE PHIL NV$660,4140.00%28,307CommonSOLE
715684106TLKPT TELEKOMUNIKAS IND$651,3670.00%25,286CommonSOLE
82489W107SHLSSHOALS TECHNOLOGIES$636,4560.00%40,956CommonSOLE
464287242LQDISHARES$635,3890.00%5,749CommonSOLE
486606106KYNKAYNE ANDERSON$556,2080.00%63,349CommonSOLE
767204100RIORIO TINTO PLC$541,3730.00%7,270CommonSOLE
11135F101AVGOBROADCOM INC$517,5970.00%463CommonSOLE
055622104BPBP PLC$500,2950.00%14,132CommonSOLE
464287234EEMISHARES$474,3690.00%11,787CommonSOLE
464287150ITOTISHARES TRUST CORE$436,9590.00%4,154CommonSOLE
37954Y293MLPXGLOBAL X FDS$429,4460.00%9,648CommonSOLE
025816109AXPAMERICAN EXPRESS CO$413,0120.00%2,204CommonSOLE
060505104BACBANK OF AMERICA CORP$401,7920.00%11,933CommonSOLE
052769106ADSKAUTODESK INC$373,6160.00%1,534CommonSOLE
92857W308VODVODAFONE GRP PLC$370,2730.00%42,560CommonSOLE
46432F842IEFAISHARES TR$350,1630.00%4,982CommonSOLE
354613101BENFRANKLIN RES INC$346,0110.00%11,615CommonSOLE
036752103ELVELEVANCE HEALTH INC$331,0350.00%702CommonSOLE
46434G780EWSISHARES INC$327,6800.00%17,576CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGS$325,9750.00%2,049CommonSOLE
907818108UNPUNION PAC CORP$321,2870.00%1,308CommonSOLE
464286533EEMVISHARES INC$317,1300.00%5,697CommonSOLE
464288885EFGISHARES$305,8130.00%3,157CommonSOLE
931427108WFCWALGREENS BOOTS ALNC$305,6950.00%11,707CommonSOLE
78464A805SPTMSPDR SERIES TRUST$298,2410.00%5,106CommonSOLE
00724F101ADBEADOBE INC$286,4870.00%480CommonSOLE
06738C778DJPBARCLAYS BANK PLC$286,2270.00%9,409CommonSOLE
26441C204DUKDUKE ENERGY CORP$282,1520.00%2,907CommonSOLE
25434V708DFACDIMENSIONAL ETF TRST$281,5640.00%9,640CommonSOLE
921943858VEAVANGUARD TAX MANAGED$278,6450.00%5,816CommonSOLE
72201R783HYSPIMCO ETF TRUST$265,3380.00%2,846CommonSOLE
88579Y101MMM3M COMPANY$262,3680.00%2,400CommonSOLE
78468R622JNKSPDR SERIES TRUST$261,0400.00%2,747CommonSOLE
79466L302CRMSALESFORCE INC$259,0990.00%984CommonSOLE
617446448MSMORGAN STANLEY$250,0970.00%2,682CommonSOLE
464287309IVWISHARES$247,0340.00%3,290CommonSOLE
922908629VOVANGUARD INDEX TR$243,5110.00%1,047CommonSOLE
949746101WMT2WELLS FARGO & CO$238,0680.00%4,836CommonSOLE
315912808ONEQFIDELITY COMWLTH TR$236,7310.00%4,003CommonSOLE
29786A106ETSYETSY INC$236,6660.00%2,920CommonSOLE
291011104EMREMERSON ELEC CO$235,8140.00%2,422CommonSOLE
78467X109DIASPDR DOW JONES INDL$229,8380.00%610CommonSOLE
922908744VTVVANGUARD INDEX TR$224,2710.00%1,501CommonSOLE
20825C104COPCONOCOPHILLIPS$222,7450.00%1,919CommonSOLE
27828G107XEVTXEATON VANCE TAX ADVT$222,5000.00%10,000CommonSOLE
922475108VEEVVEEVA SYSTEMS INC$210,1860.00%1,091CommonSOLE
464289438IWYISHARES$210,1340.00%1,200CommonSOLE
G3323L100FNFABRINET$197,7530.00%1,039CommonSOLE
808524797SCHDSCHWAB STRATEGIC T$196,8390.00%2,585CommonSOLE
336920103FPXFIRST TR$196,3000.00%2,050CommonSOLE
749685103RPMRPM INTERNATIONAL$191,1110.00%1,712CommonSOLE
756109104OREALTY INCOME CORP$190,6460.00%3,320CommonSOLE
87612E106TGTTARGET CORPORATION$190,3360.00%1,336CommonSOLE
458140100INTCINTEL CORP$187,5910.00%3,733CommonSOLE
988498101YUMYUM BRANDS INC$187,4370.00%1,434CommonSOLE
464287721IYWISHARES TR$184,6660.00%1,505CommonSOLE
46432F339QUALISHARES TR$177,2370.00%1,204CommonSOLE
37954Y715BOTZGLOBAL X FDS$176,5480.00%6,186CommonSOLE
75513E101RTXRTX CORPORATION$173,4420.00%2,061CommonSOLE
46625H365JPMORGAN CHASE & CO$169,9570.00%6,690CommonSOLE
46429B697USMVISHARES TR$165,8500.00%2,126CommonSOLE
464289180EUFNISHARES$161,0470.00%7,683CommonSOLE
464288588MBBISHARES TR$160,8780.00%1,710CommonSOLE
007903107AMDADV MICRO DEVICES$159,4320.00%1,081CommonSOLE
55405Y100MTSIMACOM TECH SOLUTIONS$158,0150.00%1,700CommonSOLE
G23773107CWCOCONSOLIDATED WATR CO$154,7530.00%4,347CommonSHARED
92204A405VFHVANGUARD SECTOR INDE$154,4850.00%1,675CommonSOLE
71844V201PECOPHILLIPS EDISON & CO$152,3770.00%4,177CommonSOLE
76169C100REXRREXFORD INDUSTRIAL$151,4700.00%2,700CommonSOLE
128125101CSQCALAMOS STRATEGIC TO$149,6370.00%10,063CommonSOLE
98419M100XYLXYLEM INC$144,5510.00%1,264CommonSOLE
98389B100XELXCEL ENERGY INC$140,0810.00%2,262CommonSOLE
56585A102MPCMARATHON PETROLEUM$138,8650.00%936CommonSOLE
038222105AMATAPPLIED MATERIALS$138,6660.00%855CommonSOLE
81369Y308XLPSELECT SECTOR SPDR$138,4610.00%1,923CommonSOLE
46266C105IQVIQVIA HOLDINGS INC$132,2640.00%571CommonSOLE
19248A109UTFCOHEN & STEERS INFRA$132,0280.00%6,216CommonSOLE
316092808FTECFIDELITY COVINGTON T$129,3620.00%901CommonSOLE
464288281EMBISHARES$122,0910.00%1,373CommonSOLE
464287804IJRISHARES TR$119,6220.00%1,105CommonSOLE
723787107PXDEURPIONEER NATURAL RES$116,9380.00%520CommonSOLE
172908105CTASCINTAS CORP$115,1080.00%191CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$114,5730.00%367CommonSOLE
16411R208LNGCHENIERE ENERGY INC$113,5220.00%665CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$113,3610.00%250CommonSOLE
620076307MSIMOTOROLA SOLUTIONS$111,1470.00%355CommonSOLE
78464A409SPYGSPDR DJ WL LG CP GR$110,7620.00%1,703CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$110,4400.00%141CommonSOLE
747525103QCOMQUALCOMM INC$108,6110.00%750CommonSOLE
464287705IJJISHARES$104,8980.00%920CommonSOLE
464287408IVEISHARES$103,2350.00%594CommonSOLE
718546104PSXPHILLIPS 66$99,9030.00%750CommonSOLE
438516106HONHONEYWELL INTL INC$99,8220.00%476CommonSOLE
34959E109FTNTFORTINET INC$97,9910.00%1,674CommonSOLE
92204A801VAWVANGUARD SECTOR INDE$97,8600.00%515CommonSOLE
81369Y605XLFSELECT SECTOR SPDR$96,3380.00%2,561CommonSOLE
922908637VVVANGUARD INDEX TR$96,0730.00%439CommonSOLE
922908751VBVANGUARD INDEX TR$94,9010.00%445CommonSOLE
697435105PANWPALO ALTO NETWORKS$94,1310.00%319CommonSOLE
337738108FISVFISERV INC$92,1910.00%694CommonSOLE
277276101EGPEASTGROUP PROPERTIES$90,6690.00%494CommonSOLE
65339F101NEENEXTERA ENERGY INC$86,1900.00%1,419CommonSOLE
464288711JXIISHARES$84,7170.00%1,448CommonSOLE
G6095L109APTIV PLC$84,1570.00%938CommonSOLE
693282105PDFSPDF SOLUTIONS INC$83,5640.00%2,600CommonSOLE
81369Y803XLKSELECT SECTOR SPDR$81,2100.00%422CommonSOLE
46429B267GOVTISHARES TR$78,7180.00%3,420CommonSOLE
125523100CITHE CIGNA GROUP$78,2810.00%261CommonSOLE
92189F676SMHVANECK ETF TR$77,4430.00%442CommonSOLE
464287176TIPISHARES TR$73,4080.00%684CommonSOLE
189054109CLXCLOROX CO$72,5530.00%508CommonSOLE
20030N101CMCSACOMCAST CORP$70,9780.00%1,618CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIE$70,6750.00%3,569CommonSOLE

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.