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KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

Q1 2024 · 13F-HR

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLCholdings as filed

Filed 2024-05-14 · accession 0001398344-24-009518

$43.14B
Reported value
956
Positions
2024-03-31
Period end
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Holdings as filed

First 500 of 956

CUSIPTickerIssuerValue% port.SharesClassVoting
29084Q100EMEEMCOR GROUP INC$1.05B2.42%2,986,229CommonSOLE
829073105SSDSIMPSON MANUFACTURIN$947.4M2.20%4,617,482CommonSOLE
74164M108PRIPRIMERICA INC$919.5M2.13%3,634,893CommonSOLE
29109X106AZPN1USDASPEN TECHNOLOGY INC$858.5M1.99%4,025,171CommonSOLE
73278L105POOLPOOL CORPORATION$834.8M1.94%2,068,966CommonSOLE
294429105EFXEQUIFAX INC$795.7M1.84%2,974,470CommonSOLE
08265T208BSYBENTLEY SYS INC$793.3M1.84%15,192,142CommonSOLE
526107107LIILENNOX INTL INC$789.8M1.83%1,615,935CommonSOLE
216648501COOCOOPER COMPANIES INC$770.0M1.79%7,589,435CommonSOLE
942622200WSOWATSCO INC$728.1M1.69%1,685,561CommonSOLE
302941109FCNFTI CONSULTING INC$714.7M1.66%3,398,450CommonSOLE
655663102NDSNNORDSON CORP$692.5M1.61%2,522,513CommonSOLE
426281101JKHYJACK HENRY & ASSOCIA$676.0M1.57%3,890,919CommonSOLE
084423102WRBBERKLEY W R CORP$663.2M1.54%7,499,345CommonSOLE
885160101THOTHOR INDS INC$626.0M1.45%5,334,928CommonSOLE
50212V100LPLALPL FINANCIAL HLDGS$622.6M1.44%2,356,551CommonSOLE
515098101LSTRLANDSTAR SYS INC$620.1M1.44%3,217,046CommonSOLE
82982L103SITESITEONE LANDSCAPE$605.5M1.40%3,468,866CommonSOLE
303250104FICOFAIR ISAAC INC$585.8M1.36%468,757CommonSOLE
45841N107IBKRINTERACTIVE BROKERS$573.9M1.33%5,137,616CommonSOLE
78351F107RYANRYAN SPECIALTY HLD$537.9M1.25%9,691,005CommonSOLE
303075105FDSFACTSET RESH SYS INC$528.6M1.23%1,163,334CommonSOLE
75524B104RBCRBC BEARINGS INC$518.8M1.20%1,918,997CommonSOLE
384109104GGGGRACO INC$518.5M1.20%5,547,427CommonSOLE
880770102TERTERADYNE INC$512.8M1.19%4,545,134CommonSOLE
159864107CRLCHARLES RIV LABS INT$508.7M1.18%1,877,630CommonSOLE
221006109CRVLCORVEL CORP$500.7M1.16%1,903,962CommonSOLE
78709Y105SAIASAIA INC$495.9M1.15%847,716CommonSOLE
G0176J109ALLEALLEGION PLC$491.7M1.14%3,650,154CommonSOLE
005098108GOLFACUSHNET HOLDINGS$465.8M1.08%7,063,426CommonSOLE
775711104ROLROLLINS INC$456.9M1.06%9,874,965CommonSOLE
879360105TDYTELEDYNE TECH INC$451.3M1.05%1,051,242CommonSOLE
562750109MANHMANHATTAN ASSOCS IN$442.8M1.03%1,769,430CommonSOLE
48282T104KAIKADANT$437.7M1.01%1,333,925CommonSOLE
98983L108ZWSZURN ELKAY WATER SOL$430.9M1.00%12,873,139CommonSOLE
891092108TTCTORO CO$430.7M1.00%4,700,246CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES$429.7M1.00%1,425,551CommonSOLE
942749102WTSWATTS WATER TECH$429.5M1.00%2,020,742CommonSOLE
60786M105MCMOELIS & COMPANY$405.5M0.94%7,142,856CommonSOLE
90278Q108UFPIUFP INDUSTRIES INC$393.1M0.91%3,195,992CommonSOLE
441593100HLIHOULIHAN LOKEY INC$390.9M0.91%3,049,743CommonSOLE
25659T107DLBDOLBY LABORATORIES$388.8M0.90%4,641,073CommonSOLE
810186106SMGSCOTTS MIRACLE-GRO$384.3M0.89%5,152,421CommonSOLE
617700109MORNMORNINGSTAR INC$378.3M0.88%1,226,820CommonSOLE
16359R103CHECHEMED CORP NEW$363.1M0.84%565,665CommonSOLE
749607107RLIRLI CORP$361.3M0.84%2,433,815CommonSOLE
30214U102EXPOEXPONET INC$360.2M0.84%4,356,421CommonSOLE
000360206AAONAAON INC$350.1M0.81%3,974,193CommonSOLE
109194100BFAMBRIGHT HORIZONS FA$342.8M0.79%3,024,076CommonSOLE
114340102AZTAAZENTA INC$313.3M0.73%5,197,214CommonSOLE
04316A108APAMARTISAN PARTNERS A$296.0M0.69%6,466,640CommonSOLE
169905106CHHCHOICE HOTELS INTL$292.8M0.68%2,317,233CommonSOLE
32051X108FHBFIRST HAWAIIAN$292.0M0.68%13,294,652CommonSOLE
50189K103LCIILCI INDUSTRIES$291.0M0.67%2,364,549CommonSOLE
031100100AMEAMETEK INC$269.6M0.62%1,473,870CommonSOLE
63947X101NCNONCINO INC$267.2M0.62%7,147,625CommonSOLE
778296103ROSTROSS STORES INC$265.7M0.62%1,810,174CommonSOLE
03662Q105AKXANSYS INC$241.1M0.56%694,582CommonSOLE
35138V102FOXFFOX FACTORY HLDG$220.7M0.51%4,238,435CommonSOLE
955306105WSTWEST PHARMACEUT SVS$220.0M0.51%555,990CommonSOLE
81768T108SFBSSERVISFIRST BANCSH$213.7M0.50%3,220,317CommonSOLE
26154D100DFHDREAM FINDERS HOMES$212.9M0.49%4,869,117CommonSOLE
21044C107ROADCONSTRUCTION PARTNRS$206.2M0.48%3,672,287CommonSOLE
513272104LWLAMB WESTON HLDGS$205.8M0.48%1,931,533CommonSOLE
185123106CWANCLEARWATER ANALYTI$198.9M0.46%11,246,271CommonSOLE
15118V207CELHCELSIUS HOLDINGS INC$194.4M0.45%2,344,087CommonSOLE
05945F103BANFBANCFIRST CORP$189.3M0.44%2,150,009CommonSOLE
25754A201DPZDOMINOS PIZZA INC$189.0M0.44%380,292CommonSOLE
67066G104NVDANVIDIA CORP$187.3M0.43%207,323CommonSOLE
032095101APHAMPHENOL CORPORATION$187.2M0.43%1,623,130CommonSOLE
04247X102AWIARMSTRONG WORLD INDS$177.7M0.41%1,430,751CommonSOLE
422806208HEI/AHEICO CORP NEW$173.9M0.40%1,129,757CommonSOLE
38267D109GSHDGOOSEHEAD INS INC$169.8M0.39%2,548,948CommonSOLE
493732101KFRCKFORCE INC$168.4M0.39%2,388,329CommonSOLE
29260V105DAVAENDAVA PLC$163.6M0.38%4,300,016CommonSOLE
609839105MPWRMONOLITHIC POWER$163.5M0.38%241,422CommonSOLE
431636109HLMNHILLMAN SOLUTIONS CR$162.1M0.38%15,233,779CommonSOLE
78463M107SPSCSPS COMMERCE INC$160.7M0.37%869,048CommonSOLE
11133T103BRBROADRIDGE FINL SOLN$158.2M0.37%772,102CommonSOLE
681116109OLLIOLLIES BARGAIN OUT$156.6M0.36%1,968,464CommonSOLE
359694106FULFULLER H B CO$155.8M0.36%1,954,147CommonSOLE
929236107WDFCWD 40 CO$150.8M0.35%595,293CommonSOLE
30040P103EVTCEVERTEC INC$149.8M0.35%3,755,123CommonSOLE
90337L108USPHU S PHYSICAL THERAPY$149.4M0.35%1,323,878CommonSOLE
32020R109FFINFIRST FINL BKSH$142.6M0.33%4,344,967CommonSOLE
929740108WABWABTEC$139.0M0.32%954,126CommonSOLE
257651109DCIDONALDSON INC$138.2M0.32%1,851,223CommonSOLE
366651107ITGARTNER INC$137.4M0.32%288,333CommonSOLE
76156B107RVLVREVOLVE GROUP INC$136.7M0.32%6,459,383CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$135.5M0.31%574,927CommonSOLE
G7S00T104PNRPENTAIR PLC$131.0M0.30%1,533,823CommonSOLE
635017106FIZZNATL BEVERAGE CORP$130.6M0.30%2,750,867CommonSOLE
88339J105TTDTHE TRADE DESK$126.7M0.29%1,449,080CommonSOLE
115236101BROBROWN & BROWN INC$123.3M0.29%1,408,968CommonSOLE
062540109BOHBANK HAWAII CORP$122.7M0.28%1,966,468CommonSOLE
05550J101BJBJS WHSL CLUB HLDGS$122.4M0.28%1,618,223CommonSOLE
464287200IVVISHARES TRUST$122.1M0.28%232,124CommonSOLE
637372202NRCNATIONAL RESEARCH CR$119.9M0.28%3,026,415CommonSOLE
09239B109BLBLACKLINE INC$119.4M0.28%1,848,863CommonSOLE
904708104UNFUNIFIRST CORP MASS$113.9M0.26%656,567CommonSOLE
92826C839VVISA INC$113.6M0.26%407,092CommonSOLE
527064109LESLIES INC$111.9M0.26%17,221,717CommonSOLE
023135106AMZNAMAZON COM INC$109.1M0.25%604,664CommonSOLE
98978V103ZTSZOETIS INC$107.5M0.25%635,204CommonSOLE
679580100ODFLOLD DOMINION FGHT$106.3M0.25%484,660CommonSOLE
58733R102MELIMERCADOLIBRE INC$105.6M0.24%69,857CommonSOLE
67000B104NOVTNOVANTA INC$105.6M0.24%603,990CommonSOLE
163072101CAKECHEESECAKE FACTORY$104.5M0.24%2,890,133CommonSOLE
58450V104MAXMEDIAALPHA INC$103.7M0.24%5,090,763CommonSOLE
056525108BMIBADGER METER INC$98.5M0.23%608,538CommonSOLE
22160N109CSGPCOSTAR GROUP INC$98.3M0.23%1,018,043CommonSOLE
012348108AINALBANY INTL CORP$95.9M0.22%1,025,147CommonSOLE
30303M102METAMETA PLATFORMS INC$94.9M0.22%195,449CommonSOLE
049904105ATRIUSDATRION CORP$94.2M0.22%203,282CommonSOLE
374297109GTYGETTY RLTY CORP NEW$88.1M0.20%3,220,836CommonSOLE
477839104JBTMJOHN BEAN TECHNOLOGY$85.2M0.20%812,579CommonSOLE
60937P106MDBMONGODB INC$82.1M0.19%228,831CommonSOLE
45168D104IDXXIDEXX LABS INC$79.3M0.18%146,800CommonSOLE
592688105MTDMETTLER TOLEDO INTL$75.5M0.18%56,713CommonSOLE
61174X109MNSTMONSTER BEVERAGE CRP$74.8M0.17%1,262,628CommonSOLE
682095104OFLXOMEGA FLEX$74.4M0.17%1,049,248CommonSOLE
G1151C101ACNACCENTURE PLC$73.3M0.17%211,494CommonSOLE
776696106ROPROPER TECHNOLOGIES$73.1M0.17%130,339CommonSOLE
532457108LLYLILLY ELI & CO$69.6M0.16%89,428CommonSOLE
511656100LKFNLAKELAND FINL CORP$64.3M0.15%970,193CommonSOLE
861025104SYBTSTOCK YARDS BANC$64.1M0.15%1,311,040CommonSOLE
90353T100UBERUBER TECHNOLOGIES$59.3M0.14%770,229CommonSOLE
124765108CAECAE INC$59.0M0.14%2,110,847CommonSOLE
68134L109OLOGBXOLO INC$58.8M0.14%10,705,911CommonSOLE
89679E300TFINTRIUMPH FINANCIAL$58.2M0.14%734,259CommonSOLE
25278X109FANGDIAMONDBACK ENERGY$56.4M0.13%284,843CommonSOLE
654106103NKENIKE INC$55.8M0.13%594,156CommonSOLE
571903202MARMARRIOTT INTL INC$53.5M0.12%211,974CommonSOLE
437076102HDHOME DEPOT INC$52.4M0.12%136,518CommonSOLE
98138H101WDAYWORKDAY INC$51.6M0.12%189,169CommonSOLE
43538H103HLLYHOLLEY INC$50.5M0.12%11,324,174CommonSOLE
743315103PGRPROGRESSIVE CORP$50.4M0.12%243,553CommonSOLE
127387108CDNSCADENCE DESIGN SYS$49.0M0.11%157,326CommonSOLE
571748102MRSHMARSH & MCLENNAN COS$48.6M0.11%236,074CommonSOLE
74347R248CSMPROSHARES TR$48.4M0.11%797,858CommonSOLE
358039105FRPTFRESHPET INC$46.9M0.11%404,493CommonSOLE
42226A107HQYHEALTHEQUITY INC$46.8M0.11%572,935CommonSOLE
292765104EPACENERPAC TOOL GROUP$46.6M0.11%1,307,963CommonSOLE
M5216V106GLBEGLOBAL E ONLINE LTD$45.8M0.11%1,260,663CommonSOLE
18915M107NETCLOUDFLARE INC$45.7M0.11%472,107CommonSOLE
741511109PSMTPRICESMART INC$44.7M0.10%532,240CommonSOLE
89400J107TRUTRANSUNION$43.9M0.10%550,437CommonSOLE
23804L103DDOGDATADOG INC$43.5M0.10%351,680CommonSOLE
64110L106NFLXNETFLIX INC$41.0M0.10%67,573CommonSOLE
83207R107SDHCSMITH DOUGLAS HOMES$40.9M0.09%1,377,081CommonSOLE
594918104MSFTMICROSOFT CORP$40.8M0.09%96,991CommonSOLE
629445206NVECNVE CORP$40.1M0.09%444,941CommonSOLE
037833100AAPLAPPLE INC$40.0M0.09%233,483CommonSOLE
693475105PNCPNC FINL SVCS GRP$39.2M0.09%242,331CommonSOLE
70432V102PAYCPAYCOM SOFTWARE$38.8M0.09%195,080CommonSOLE
235851102DHRDANAHER CORP$38.3M0.09%153,372CommonSOLE
009066101ABNBAIRBNB INC$37.8M0.09%228,871CommonSOLE
68389X105ORCLORACLE CORP$37.3M0.09%296,583CommonSOLE
25862V105DVDOUBLEVERIFY HLDS$37.1M0.09%1,055,526CommonSOLE
349553107FTSFORTIS INC$35.9M0.08%909,110CommonSOLE
G8994E103TTTRANE TECHNOLOGI PLC$35.8M0.08%119,374CommonSOLE
548661107LOWLOWES CO$35.6M0.08%139,594CommonSOLE
91324P102UNHUNITEDHEALTH GRP INC$35.2M0.08%71,133CommonSOLE
219948106CPAYCORPAY INC$34.7M0.08%112,419CommonSOLE
25179M103DVNDEVON ENERGY CORP$34.5M0.08%687,779CommonSOLE
278865100ECLECOLAB INC$34.4M0.08%149,021CommonSOLE
89055F103BLDTOPBUILD CORP$34.2M0.08%77,550CommonSOLE
518415104LSCCLATTICE SEMICONDUCTR$33.6M0.08%428,939CommonSOLE
69370C100PTCPTC INC$32.7M0.08%173,294CommonSOLE
97717Y527USFRWISDOMTREE TRUST$32.2M0.07%640,936CommonSOLE
02079K305GOOGLALPHABET INC$31.7M0.07%209,942CommonSOLE
888787108TOSTTOAST INC$31.6M0.07%1,267,865CommonSOLE
053332102AZOAUTOZONE INC$29.5M0.07%9,372CommonSOLE
461202103INTUINTUIT$29.4M0.07%45,279CommonSOLE
G54950103LINLINDE PLC$29.4M0.07%63,213CommonSOLE
459200101IBMINTL BUSINESS MCHN$27.9M0.06%146,031CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400$27.8M0.06%49,924CommonSOLE
833445109SNOWSNOWFLAKE INC$27.5M0.06%170,316CommonSOLE
406216101HALHALLIBURTON$27.5M0.06%697,884CommonSOLE
89417E109TRVTRAVELERS CO(THE)$27.2M0.06%118,239CommonSOLE
852234103XYZBLOCK INC$27.1M0.06%319,973CommonSOLE
81762P102NOWSERVICENOW INC$27.0M0.06%35,419CommonSOLE
00287Y109ABBVABBVIE INC$26.6M0.06%146,329CommonSOLE
82509L107SHOPSHOPIFY INC$26.2M0.06%339,376CommonSOLE
626755102MUSAMURPHY USA INC$26.1M0.06%62,273CommonSOLE
78409V104SPGIS&P GLOBAL INC$25.0M0.06%58,797CommonSOLE
863667101SYKSTRYKER CORP$24.3M0.06%67,976CommonSOLE
277432100EMNEASTMAN CHEM CO$23.9M0.06%238,226CommonSOLE
H5919C104ONONON HOLDING AG$22.6M0.05%638,445CommonSOLE
371901109GNTXGENTEX CORP$22.4M0.05%619,117CommonSOLE
94106L109WMWASTE MANAGEMENT INC$22.2M0.05%104,300CommonSOLE
74340W103PLDPROLOGIS INC$22.0M0.05%168,662CommonSOLE
464288646IGSBISHARES TR$21.7M0.05%423,152CommonSOLE
615369105MCOMOODYS CORP$21.0M0.05%53,313CommonSOLE
G8473T100STESTERIS PLC$20.6M0.05%91,581CommonSOLE
90384S303ULTAULTA BEAUTY INC$20.5M0.05%39,251CommonSOLE
771049103RBLXROBLOX CORP$20.3M0.05%531,275CommonSOLE
478160104JNJJOHNSON & JOHNSON$20.0M0.05%126,462CommonSOLE
717081103PFEPFIZER INC$20.0M0.05%719,749CommonSOLE
872540109TJXTJX COMPANIES INC$19.6M0.05%193,119CommonSOLE
00214Q104ARKKARK ETF TRUST ARK$19.3M0.04%385,502CommonSOLE
090043100BILLBILL HOLDINGS INC$18.9M0.04%274,670CommonSOLE
452308109ITWILLINOIS TOOL WORKS$18.9M0.04%70,264CommonSOLE
032654105ADIANALOG DEVICES INC$18.7M0.04%94,485CommonSOLE
713448108PEPPEPSICO INC$18.5M0.04%105,814CommonSOLE
902252105TYLTYLER TECHN INC$18.1M0.04%42,504CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE I$18.0M0.04%15,906CommonSOLE
166764100CVXCHEVRON CORP$17.6M0.04%111,682CommonSOLE
580135101MCDMCDONALDS CORP$17.6M0.04%62,433CommonSOLE
882508104TXNTEXAS INSTRUMENTS$17.6M0.04%100,965CommonSOLE
369550108GDGENERAL DYNAMICS$17.4M0.04%61,547CommonSOLE
464287630IWNISHARES$17.1M0.04%107,779CommonSOLE
92343V104VZVERIZON COMMUNICATIO$17.0M0.04%404,590CommonSOLE
742718109PGPROCTER AND GAMBLE$16.7M0.04%102,682CommonSOLE
464287614IWFISHARES$16.6M0.04%49,382CommonSOLE
553530106MSMMSC INDL DIRECT INC$16.6M0.04%171,049CommonSOLE
57636Q104MAMASTERCARD INC$16.6M0.04%34,380CommonSOLE
518439104ELESTEE LAUDER CO$16.4M0.04%106,107CommonSOLE
G29183103ETNEATON CORPORATION$16.2M0.04%51,911CommonSOLE
405552100HLNHALEON PLC$16.2M0.04%1,905,023CommonSOLE
09247X101BLKCHFBLACKROCK INC$16.0M0.04%19,244CommonSOLE
H01301128ALCALCON AG$15.5M0.04%185,755CommonSOLE
053015103ADPAUTOMATIC DATA PROC$15.5M0.04%61,887CommonSOLE
G0250X107AMCRAMCOR PLC$15.3M0.04%1,610,408CommonSOLE
852312305STAASTAAR SURGICAL CO$15.1M0.04%394,904CommonSOLE
127190304CACICACI INTERNATIONAL$14.6M0.03%38,628CommonSOLE
464287663IUSVISHARES TR$14.5M0.03%160,372CommonSOLE
191216100KOCOCA-COLA CO$14.3M0.03%234,445CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$14.1M0.03%194,998CommonSOLE
842587107SOSOUTHERN CO$14.0M0.03%195,054CommonSOLE
G9440A109VSTAVASTA PLATFORM LTD$13.9M0.03%3,450,779CommonSOLE
58933Y105MRKMERCK & CO INC$13.7M0.03%103,787CommonSOLE
855244109SBUXSTARBUCKS CORP$13.6M0.03%148,764CommonSOLE
15687V109CERTCERTARA INC$13.4M0.03%747,294CommonSOLE
883556102TMOTHERMO FISHER SCI$13.0M0.03%22,289CommonSOLE
482480100KLACKLA CORPORATION$12.9M0.03%18,482CommonSOLE
344437405FONRFONAR CORP$12.9M0.03%602,144CommonSOLE
12572Q105CMECME GROUP INC$12.5M0.03%57,987CommonSOLE
464287499IWRISHARES$12.4M0.03%147,659CommonSOLE
773903109ROKROCKWELL AUTOMATION$12.1M0.03%41,508CommonSOLE
42809H107HESHESS CORPORATION$12.0M0.03%78,697CommonSOLE
05278C107ATHMAUTOHOME INC$11.8M0.03%451,019CommonSOLE
512816109LAMRLAMAR ADVERTISING$11.8M0.03%98,750CommonSOLE
343498101FLOFLOWERS FOODS INC$11.4M0.03%478,923CommonSOLE
46429B663HDVISHARES$11.3M0.03%102,163CommonSOLE
911312106UPSUNITED PARCEL SERVIC$10.6M0.02%71,553CommonSOLE
464287671IUSGISHARES TR$10.0M0.02%84,952CommonSOLE
00790R104WMSADVANCED DRAINAGE$10.0M0.02%57,806CommonSOLE
02079K107GOOGALPHABET INC$9.5M0.02%62,331CommonSOLE
494368103KMBKIMBERLY CLARK CORP$9.1M0.02%70,390CommonSOLE
78648T100SAFTSAFETY INS GROUP INC$8.8M0.02%107,381CommonSOLE
17275R102CSCOCISCO SYSTEMS INC$8.6M0.02%173,304CommonSOLE
681919106OMCOMNICOM GROUP INC$8.6M0.02%89,115CommonSOLE
22822V101CCICROWN CASTLE INTL$8.4M0.02%79,505CommonSOLE
46138G649QQQMINVESCO$8.4M0.02%45,895CommonSOLE
254687106DISWALT DISNEY CO$8.3M0.02%68,134CommonSOLE
874060205TAKTAKEDA PHARMACEUTICA$8.3M0.02%599,912CommonSOLE
03073E105CORCENCORA INC$8.3M0.02%33,974CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY$8.2M0.02%91,125CommonSOLE
46137V357RSPINVESCO EXCHANGETRAD$8.0M0.02%47,310CommonSOLE
464288414MUBISHARES TR$8.0M0.02%74,245CommonSOLE
871829107SYYSYSCO CORP$8.0M0.02%97,933CommonSOLE
031162100AMGNAMGEN INC$7.9M0.02%27,864CommonSOLE
704326107PAYXPAYCHEX INC$7.9M0.02%64,161CommonSOLE
05534B760BCEBCE INC$7.5M0.02%221,407CommonSOLE
74144T108TROWPRICE T ROWE GROUP$7.2M0.02%59,078CommonSOLE
12514G108CDWCDW CORP$6.9M0.02%27,103CommonSOLE
81369Y860XLRESELECT SECTOR SPDR T$6.9M0.02%173,947CommonSOLE
464287226AGGISHARES TR$6.7M0.02%68,877CommonSOLE
256677105DGDOLLAR GEN CORP$6.7M0.02%43,191CommonSOLE
464288356CMFISHARES TR$6.7M0.02%117,142CommonSOLE
703395103PDCOEURPATTERSON COMPANIES$6.6M0.02%239,940CommonSOLE
126650100CVSCVS HEALTH CORP$6.5M0.01%81,090CommonSOLE
28176E108EWEDWARDS LIFESCIENCE$6.4M0.01%66,665CommonSOLE
384802104GWWGRAINGER W W INC$6.4M0.01%6,249CommonSOLE
058498106BALLBALL CORP$6.2M0.01%91,769CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$6.1M0.01%11,741CommonSOLE
58155Q103MCKMCKESSON CORP$6.0M0.01%11,182CommonSOLE
803054204SAPSAP SE$5.8M0.01%29,981CommonSOLE
92204A504VHTVANGUARD WORLD FDS$5.8M0.01%21,339CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICL$5.7M0.01%13,719CommonSOLE
670100205NVONOVO-NORDISK AS$5.7M0.01%44,214CommonSOLE
609207105MDLZMONDELEZ INTL INC$5.6M0.01%80,395CommonSOLE
464287465EFAISHARES$5.6M0.01%70,170CommonSOLE
89151E109TTENTOTALENERGIES SE$5.4M0.01%78,253CommonSOLE
857477103STTSTATE STREET CORP$5.4M0.01%69,656CommonSOLE
902973304USBUS BANCORP DEL$5.4M0.01%120,240CommonSOLE
N07059210ASMLASML HLDS NV NY$5.3M0.01%5,508CommonSOLE
464287622IWBISHARES$5.3M0.01%18,484CommonSOLE
37940X102GPNGLOBAL PAYMENTS INC$5.3M0.01%39,799CommonSOLE
G5960L103MDTMEDTRONIC PLC$5.2M0.01%59,652CommonSOLE
817565104SCISERVICE CORP INTL$4.8M0.01%65,013CommonSOLE
252131107DXCMDEXCOM INC$4.6M0.01%33,209CommonSOLE
464288687PFFISHARES TR$4.6M0.01%142,443CommonSOLE
464287168DVYISHARES$4.5M0.01%36,600CommonSOLE
464287598IWDISHARES$4.5M0.01%25,146CommonSOLE
464287655IWMISHARES$4.5M0.01%21,252CommonSOLE
75886F107REGNREGENERON PHARMCTCLS$4.2M0.01%4,394CommonSOLE
72201R833MINTPIMCO ENHANCED SHORT$4.2M0.01%41,853CommonSOLE
46120E602ISRGINTUITIVE SURGIC INC$4.0M0.01%10,103CommonSOLE
464287507IJHISHARES TRUST$4.0M0.01%65,810CommonSOLE
718172109PMPHILIP MORRIS INTL$3.8M0.01%41,504CommonSOLE
780087102RYROYAL BANK CDA$3.7M0.01%36,715CommonSOLE
904767704UNILEVER PLC$3.7M0.01%73,472CommonSOLE
922042858VWOVANGUARD FTSE$3.6M0.01%86,862CommonSOLE
205887102CAGCONAGRA BRANDS INC$3.6M0.01%121,107CommonSOLE
016255101ALGNALIGN TECH INC$3.6M0.01%10,871CommonSOLE
002824100ABTABBOTT LABS$3.6M0.01%31,345CommonSOLE
744320102PRUPRUDENTIAL FINL$3.5M0.01%29,738CommonSOLE
636274409NGGNATIONAL GRID$3.4M0.01%49,934CommonSOLE
110122108BMYBRISTOL MYERS SQUIBB$3.4M0.01%62,614CommonSOLE
009158106APDAIR PRODS & CHEMS$3.2M0.01%13,324CommonSOLE
G25839104CCEPCOCA-COLA EUROPACI$3.0M0.01%42,514CommonSOLE
833034101SNASNAP-ON INC$2.9M0.01%9,670CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$2.8M0.01%13,878CommonSOLE
98149E303GLDMWORLD GOLD TR$2.7M0.01%62,540CommonSOLE
922908553VNQVANGUARD SPECIALIZED$2.7M0.01%31,705CommonSOLE
029683109AMSWAUSDAMER SOFTWARE INC$2.7M0.01%235,695CommonSOLE
30225T102EXREXTRA SPACE STORAGE$2.6M0.01%17,847CommonSOLE
015271109AREALEXANDRIA REAL ESTA$2.5M0.01%19,565CommonSOLE
60770K107MRNAMODERNA INC$2.4M0.01%22,876CommonSOLE
922042718VSSVANGUARD INTL EQUITY$2.4M0.01%20,811CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR$2.4M0.01%17,667CommonSOLE
03027X100AMTAMERICAN TOWER CORP$2.4M0.01%11,943CommonSOLE
78463X202FEZSPDR INDX SH FUNDS$2.3M0.01%44,213CommonSOLE
931142103WMTWALMART INC$2.3M0.01%37,900CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY$2.2M0.01%5,316CommonSOLE
88160R101TSLATESLA INC$2.2M0.01%12,485CommonSOLE
43300A203HLTHILTON WRLDWDE HLDGS$2.2M0.01%10,160CommonSOLE
45784P101PODDINSULET CORP$2.1M0.00%12,237CommonSOLE
464287648IWOISHARES$2.1M0.00%7,720CommonSOLE
053484101AVBAVALONBAY COMMUNTIES$2.1M0.00%11,117CommonSOLE
464287564ICFISHARES TR$2.0M0.00%34,365CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY$1.9M0.00%3CommonSOLE
59522J103MAAMID-AMER APT CMNTYS$1.9M0.00%14,360CommonSOLE
464287481IWPISHARES$1.9M0.00%16,418CommonSOLE
464287689IWVISHARES$1.9M0.00%6,224CommonSOLE
297178105ESSESSEX PPTY TR INC$1.8M0.00%7,544CommonSOLE
20717M1038QRCONFLUENT INC$1.8M0.00%59,645CommonSOLE
922908769VTIVANGUARD INDEX TR$1.8M0.00%6,961CommonSOLE
925652109VICIVICI PPTYS INC$1.8M0.00%60,515CommonSOLE
922908652VXFVANGUARD INDEX TR$1.8M0.00%10,248CommonSOLE
46429B689EFAVISHARES TR$1.7M0.00%23,891CommonSOLE
G0403H108AONAON PLC$1.7M0.00%5,009CommonSOLE
37954Y475XYLDGLOBAL X FUNDS$1.7M0.00%40,520CommonSOLE
25861R204CAPEDOUBLELINE ETF TRUST$1.6M0.00%57,752CommonSOLE
31428X106FDXFEDEX CORP$1.6M0.00%5,498CommonSOLE
313745101FRTFEDERAL RLTY INVT TR$1.6M0.00%15,261CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPT$1.5M0.00%23,715CommonSOLE
G38644103GCTGIGACLOUD TECHNOLOGY$1.5M0.00%56,807CommonSOLE
338307101FIVNFIVE9 INC$1.5M0.00%24,401CommonSOLE
46434G814EWMISHARES INC$1.4M0.00%65,534CommonSOLE
78463V107GLDSPDR GOLD TR$1.4M0.00%6,828CommonSOLE
29444U700EQIXEQUINIX INC$1.4M0.00%1,681CommonSOLE
02665T306AMHAMERICAN HOMES 4 R$1.4M0.00%36,775CommonSOLE
464288638IGIBISHARES TR$1.3M0.00%25,428CommonSOLE
46434G822EWJISHARES INC$1.2M0.00%16,836CommonSOLE
74275K108PCORPROCORE TECHNOLOGIES$1.2M0.00%14,000CommonSOLE
92204A702VGTVANGUARD SECTOR INDE$1.1M0.00%2,192CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIE$1.1M0.00%5,278CommonSOLE
427866108HSYTHE HERSHEY COMPANY$1.1M0.00%5,600CommonSOLE
922908363VOOVANGUARD INDEX FDS$1.1M0.00%2,227CommonSOLE
66987V109NVSNOVARTIS AG$1.0M0.00%10,594CommonSOLE
46090E103QQQINVESCO QQQ TR$1.0M0.00%2,280CommonSOLE
464287556IBBISHARES TR$1.0M0.00%7,287CommonSOLE
922908736VUGVANGUARD INDEX TR$992,2350.00%2,882CommonSOLE
929160109VMCVULCAN MATERIALS CO$986,8790.00%3,616CommonSOLE
464287762IYHISHARES$950,0150.00%15,328CommonSOLE
30231G102XOMEXXON MOBIL CORP$933,2740.00%8,028CommonSOLE
29414B104EPAMEPAM SYS INC$932,3160.00%3,376CommonSOLE
464287473IWSISHARES$921,1840.00%7,344CommonSOLE
464287606IJKISHARES$913,8880.00%10,003CommonSOLE
40415F101HDBHDFC BANK LTD$906,5740.00%16,197CommonSOLE
260003108DOVDOVER CORP$885,9500.00%5,000CommonSOLE
060505104BACBANK OF AMERICA CORP$884,6380.00%23,329CommonSOLE
22160K105COSTCOSTCO WHSL CORP$879,5250.00%1,200CommonSOLE
217204106CPRTCOPART INC$872,2170.00%15,059CommonSOLE
57060D108MKTXMARKETAXESS HLDGS$869,0070.00%3,963CommonSOLE
980228308WDSWOODSIDE ENERGY GRP$861,2860.00%43,129CommonSOLE
37733W204GSKGSK PLC$858,6170.00%20,028CommonSOLE
80105N105SNYSANOFI$832,8100.00%17,136CommonSOLE
00724F101ADBEADOBE INC$827,1400.00%1,639CommonSOLE
458140100INTCINTEL CORP$817,3580.00%18,504CommonSOLE
20825C104COPCONOCOPHILLIPS$777,4850.00%6,108CommonSOLE
55354G100MSCIMSCI INC$766,1350.00%1,367CommonSOLE
88262P102TPLTEXAS PACIFIC LAND$753,2200.00%1,302CommonSOLE
40434L105HPQHP INC$746,6740.00%24,707CommonSOLE
907818108UNPUNION PAC CORP$740,7330.00%3,011CommonSOLE
87612E106TGTTARGET CORPORATION$730,7160.00%4,123CommonSOLE
464287242LQDISHARES$702,4710.00%6,451CommonSOLE
464285204IAUISHARES GOLD TRUST$696,7620.00%16,637CommonSOLE
17133Q502CHTCHUNGHWA TELECOM$691,5260.00%17,668CommonSOLE
780259305SHELSHELL PLC$688,2740.00%10,266CommonSOLE
110448107BTIBRITISH AMER TOB PLC$672,5860.00%22,052CommonSOLE
500767678KRBNKRANESHARES TR$667,1940.00%21,634CommonSOLE
337738108FISVFISERV INC$660,2160.00%4,131CommonSOLE
486606106KYNKAYNE ANDERSON$649,9430.00%64,929CommonSOLE
11135F101AVGOBROADCOM INC$629,0900.00%474CommonSOLE
44107P104HSTHOST HOTELS & RESRTS$613,5140.00%29,667CommonSOLE
501889208LKQLKQ CORP$604,6920.00%11,321CommonSOLE
23331A109DHID R HORTON INC$598,3080.00%3,636CommonSOLE
922908611VBRVANGUARD INDEX TR$587,2510.00%3,060CommonSOLE
931427108WFCWALGREENS BOOTS ALNC$583,7210.00%26,911CommonSOLE
922042874VGKVANGUARD INTL EQ IND$573,4230.00%8,528CommonSOLE
G6095L109APTIV PLC$562,8070.00%7,066CommonSOLE
464287234EEMISHARES$550,6500.00%13,387CommonSOLE
237194105DRIDARDEN RESTAURANT$541,9000.00%3,242CommonSOLE
03076C106AMPAMERIPRISE FINANCIAL$538,8430.00%1,229CommonSOLE
911363109URIUNITED RENTALS INC$531,6370.00%737CommonSOLE
500472303PHGKONINKLIJKE PHIL NV$529,7300.00%26,486CommonSOLE
715684106TLKPT TELEKOMUNIKAS IND$529,2540.00%23,776CommonSOLE
59156R108METMETLIFE INC$528,0800.00%7,125CommonSOLE
231021106CMICUMMINS INC$515,9400.00%1,751CommonSOLE
922475108VEEVVEEVA SYSTEMS INC$514,2960.00%2,219CommonSOLE
74762E102QUREQUANTA SVCS INC$507,1300.00%1,952CommonSOLE
055622104BPBP PLC$504,8810.00%13,399CommonSOLE
025816109AXPAMERICAN EXPRESS CO$501,9680.00%2,204CommonSOLE
91913Y100VLOVALERO ENERGY CORP$481,2050.00%2,819CommonSOLE
464287150ITOTISHARES TRUST CORE$479,5660.00%4,155CommonSOLE
82489W107SHLSSHOALS TECHNOLOGIES$457,8880.00%40,956CommonSOLE
21036P108STZCONSTELLATION BRANDS$450,3060.00%1,657CommonSOLE
767204100RIORIO TINTO PLC$435,2590.00%6,828CommonSOLE
902494103TSNTYSON FOODS INC$428,1420.00%7,290CommonSOLE
29786A106ETSYETSY INC$405,7230.00%5,904CommonSOLE
G3323L100FNFABRINET$398,8320.00%2,110CommonSOLE
052769106ADSKAUTODESK INC$393,1000.00%1,509CommonSOLE
46436E718SGOVISHARES TRUST$384,2120.00%3,815CommonNONE
464287309IVWISHARES$376,8540.00%4,458CommonSOLE
46432F842IEFAISHARES TR$368,8770.00%4,982CommonSOLE
036752103ELVELEVANCE HEALTH INC$364,0150.00%702CommonSOLE
92857W308VODVODAFONE GRP PLC$355,8850.00%39,987CommonSOLE
78464A805SPTMSPDR SERIES TRUST$327,8870.00%5,106CommonSOLE
45337C102INCYINCYTE CORPORATION$327,4070.00%5,747CommonSOLE
354613101BENFRANKLIN RES INC$326,4980.00%11,615CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGS$320,4230.00%2,049CommonSOLE
25434V708DFACDIMENSIONAL ETF TRST$307,9960.00%9,640CommonSOLE
46434G780EWSISHARES INC$302,8800.00%16,520CommonSOLE
150870103CECELANESE CORP$295,7400.00%1,720CommonSOLE
79466L302CRMSALESFORCE INC$294,4470.00%977CommonSOLE
744573106PEGPUBLIC SVC ENTERPR$292,6000.00%4,381CommonSOLE
921943858VEAVANGUARD TAX MANAGED$291,3230.00%5,816CommonSOLE
125269100CFCF INDUSTRIES HLDGS$290,1680.00%3,487CommonSOLE
00206R102TAT&T INC$282,5210.00%16,052CommonSOLE
26441C204DUKDUKE ENERGY CORP$281,1920.00%2,907CommonSOLE
291011104EMREMERSON ELEC CO$274,8130.00%2,422CommonSOLE
949746101WMT2WELLS FARGO & CO$273,8510.00%4,724CommonSOLE
72201R783HYSPIMCO ETF TRUST$270,8040.00%2,897CommonSOLE
233331107DTEDTE ENERGY CO$270,4820.00%2,412CommonSOLE
88579Y101MMM3M COMPANY$254,5680.00%2,400CommonSOLE
922908744VTVVANGUARD INDEX TR$253,3590.00%1,554CommonSOLE
617446448MSMORGAN STANLEY$252,5370.00%2,682CommonSOLE
315912808ONEQFIDELITY COMWLTH TR$244,9490.00%3,800CommonSOLE
78467X109DIASPDR DOW JONES INDL$242,7330.00%610CommonSOLE
46432F339QUALISHARES TR$240,1080.00%1,462CommonSOLE
27828G107XEVTXEATON VANCE TAX ADVT$236,0000.00%10,000CommonSOLE
464289438IWYISHARES$234,3060.00%1,200CommonSOLE
336920103FPXFIRST TR$216,9310.00%2,050CommonSOLE
808524797SCHDSCHWAB STRATEGIC T$208,5960.00%2,585CommonSOLE
749685103RPMRPM INTERNATIONAL$203,6420.00%1,712CommonSOLE
464287721IYWISHARES TR$203,3160.00%1,505CommonSOLE
75513E101RTXRTX CORPORATION$201,0810.00%2,061CommonSOLE
007903107AMDADV MICRO DEVICES$197,5560.00%1,094CommonSOLE
37954Y715BOTZGLOBAL X FDS$196,7770.00%6,186CommonSOLE
988498101YUMYUM BRANDS INC$194,8730.00%1,405CommonSOLE
56585A102MPCMARATHON PETROLEUM$190,6190.00%946CommonSOLE
46625H365JPMORGAN CHASE & CO$190,1200.00%6,690CommonSOLE
038222105AMATAPPLIED MATERIALS$184,2280.00%893CommonSOLE
756109104OREALTY INCOME CORP$179,6230.00%3,320CommonSOLE
464289180EUFNISHARES$174,4750.00%7,683CommonSOLE
37954Y293MLPXGLOBAL X FDS$173,5820.00%3,549CommonSOLE
464287804IJRISHARES TR$167,4320.00%1,514CommonSOLE
128125101CSQCALAMOS STRATEGIC TO$164,7310.00%10,063CommonSOLE
92204A405VFHVANGUARD SECTOR INDE$163,6830.00%1,598CommonSOLE
98419M100XYLXYLEM INC$163,2300.00%1,263CommonSHARED
55405Y100MTSIMACOM TECH SOLUTIONS$162,5880.00%1,700CommonSOLE
464288588MBBISHARES TR$159,1840.00%1,720CommonSOLE
19248A109UTFCOHEN & STEERS INFRA$146,5110.00%6,216CommonSOLE
06738C778DJPBARCLAYS BANK PLC$144,3280.00%4,636CommonSOLE
46266C105IQVIQVIA HOLDINGS INC$144,3070.00%570CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$140,8780.00%145CommonSOLE
316092808FTECFIDELITY COVINGTON T$140,4540.00%901CommonSOLE
723787107PXDEURPIONEER NATURAL RES$136,5000.00%520CommonSOLE
76169C100REXRREXFORD INDUSTRIAL$135,8100.00%2,700CommonSOLE
172908105CTASCINTAS CORP$131,2230.00%191CommonSOLE
81369Y308XLPSELECT SECTOR SPDR$130,8130.00%1,713CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$130,0290.00%374CommonSOLE
G23773107CWCOCONSOLIDATED WATR CO$127,4110.00%4,347CommonSHARED
718546104PSXPHILLIPS 66$126,3340.00%773CommonSOLE
620076307MSIMOTOROLA SOLUTIONS$126,0180.00%355CommonSOLE
78464A409SPYGSPDR DJ WL LG CP GR$124,6750.00%1,703CommonSOLE
464288281EMBISHARES$124,2040.00%1,385CommonSOLE
98389B100XELXCEL ENERGY INC$121,5640.00%2,261CommonSOLE
46429B697USMVISHARES TR$120,4370.00%1,440CommonSOLE
464287705IJJISHARES$115,1190.00%973CommonSOLE
34959E109FTNTFORTINET INC$114,2280.00%1,672CommonSOLE
16411R208LNGCHENIERE ENERGY INC$107,2510.00%665CommonSOLE
922908637VVVANGUARD INDEX TR$105,8750.00%440CommonSOLE
92204A801VAWVANGUARD SECTOR INDE$105,2810.00%515CommonSOLE
922908751VBVANGUARD INDEX TR$101,7270.00%445CommonSOLE
92189F676SMHVANECK ETF TR$99,6740.00%442CommonSOLE

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.