MondegarAI
Parkside Financial Bank & Trust

Q2 2024 · 13F-HR

Parkside Financial Bank & Trustholdings as filed

Filed 2024-08-05 · accession 0001398344-24-013744

$638.4M
Reported value
2,040
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 2040

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$35.5M5.57%168,712CommonNONE
464287614IWFISHARES TR$32.3M5.07%88,725CommonSOLE
594918104MSFTMICROSOFT CORP$21.4M3.35%47,829CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$21.1M3.30%224,903CommonSOLE
92206C714VONVVANGUARD SCOTTSDALE FDS$19.8M3.11%259,168CommonSOLE
464287598IWDISHARES TR$18.0M2.83%103,415CommonSOLE
67066G104NVDANVIDIA CORPORATION$11.9M1.86%96,073CommonNONE
48133Q309AMJBJPMORGAN CHASE FINL CO LLC$10.8M1.69%372,902CommonSOLE
921937819BIVVANGUARD BD INDEX FDS$10.7M1.68%142,907CommonSOLE
92206C730VONEVANGUARD SCOTTSDALE FDS$10.6M1.66%43,196CommonSOLE
921937827BSVVANGUARD BD INDEX FDS$10.4M1.63%135,814CommonSOLE
023135106AMZNAMAZON COM INC$10.4M1.63%53,770CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$10.3M1.62%18,968CommonSOLE
922908363VOOVANGUARD INDEX FDS$10.2M1.60%20,389CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$9.1M1.43%30,085CommonSOLE
464287465EFAISHARES TR$8.9M1.39%113,418CommonNONE
464287622IWBISHARES TR$8.8M1.38%29,549CommonSOLE
46436E718SGOVISHARES TR$7.4M1.16%73,825CommonNONE
464287655IWMISHARES TR$7.4M1.16%36,430CommonSOLE
02079K305GOOGLALPHABET INC$6.5M1.02%35,779CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$6.2M0.97%30,478CommonNONE
532457108LLYELI LILLY & CO$5.8M0.90%6,370CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$5.1M0.80%12,594CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$5.1M0.79%115,402CommonSOLE
922908736VUGVANGUARD INDEX FDS$4.9M0.77%13,076CommonSOLE
46432F842IEFAISHARES TR$4.6M0.73%63,896CommonNONE
921909768VXUSVANGUARD STAR FDS$4.5M0.71%75,262CommonSOLE
464287200IVVISHARES TR$4.1M0.64%7,470CommonNONE
02079K107GOOGALPHABET INC$4.0M0.63%21,905CommonNONE
464287630IWNISHARES TR$3.9M0.62%25,780CommonSOLE
464288877EFVISHARES TR$3.8M0.59%71,016CommonNONE
931142103WMTWALMART INC$3.7M0.58%55,058CommonNONE
464288513HYGISHARES TR$3.7M0.57%47,362CommonNONE
464288885EFGISHARES TR$3.6M0.57%35,344CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$3.3M0.52%27,866CommonSOLE
464287648IWOISHARES TR$3.3M0.51%12,439CommonSOLE
92826C839VVISA INC$3.3M0.51%12,427CommonSOLE
437076102HDHOME DEPOT INC$3.2M0.50%9,246CommonNONE
30231G102XOMEXXON MOBIL CORP$3.1M0.49%27,357CommonNONE
92206C664VTWOVANGUARD SCOTTSDALE FDS$3.1M0.48%37,503CommonSOLE
464288273SCZISHARES TR$3.0M0.47%48,416CommonSOLE
88160R101TSLATESLA INC$3.0M0.47%15,021CommonNONE
742718109PGPROCTER AND GAMBLE CO$2.9M0.46%17,766CommonNONE
68389X105ORCLORACLE CORP$2.9M0.45%20,547CommonNONE
30303M102METAMETA PLATFORMS INC$2.9M0.45%5,712CommonNONE
053332102AZOAUTOZONE INC$2.8M0.45%959CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$2.8M0.44%5,543CommonNONE
00287Y109ABBVABBVIE INC$2.8M0.44%16,325CommonNONE
46436E866ISHARES TR$2.5M0.40%108,634CommonSOLE
478160104JNJJOHNSON & JOHNSON$2.5M0.39%17,108CommonNONE
713448108PEPPEPSICO INC$2.4M0.38%14,800CommonNONE
58933Y105MRKMERCK & CO INC$2.4M0.38%19,361CommonNONE
166764100CVXCHEVRON CORP NEW$2.4M0.37%15,300CommonNONE
11135F101AVGOBROADCOM INC$2.4M0.37%1,471CommonNONE
57636Q104MAMASTERCARD INCORPORATED$2.3M0.36%5,260CommonNONE
92189H201ITMVANECK ETF TRUST$2.3M0.36%49,916CommonSOLE
46434V290SMLFISHARES TR$2.2M0.34%35,810CommonNONE
548661107LOWLOWES COS INC$2.0M0.32%9,272CommonNONE
78468R739SHMSPDR SER TR$2.0M0.32%42,774CommonNONE
025816109AXPAMERICAN EXPRESS CO$2.0M0.31%8,667CommonNONE
65339F101NEENEXTERA ENERGY INC$1.9M0.30%27,476CommonNONE
H1467J104CBCHUBB LIMITED$1.9M0.30%7,516CommonNONE
149123101CATCATERPILLAR INC$1.9M0.29%5,614CommonNONE
464287507IJHISHARES TR$1.9M0.29%31,918CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$1.8M0.29%3CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$1.8M0.28%17,482CommonSOLE
56167N720MANAGED PORTFOLIO SERIES$1.8M0.27%60,739CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$1.7M0.27%2,028CommonNONE
002824100ABTABBOTT LABS$1.7M0.26%16,202CommonNONE
922908769VTIVANGUARD INDEX FDS$1.6M0.25%6,075CommonSOLE
060505104BACBANK AMERICA CORP$1.6M0.25%39,803CommonNONE
191216100KOCOCA COLA CO$1.5M0.24%24,132CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$1.5M0.24%47,418CommonSOLE
17275R102CSCOCISCO SYS INC$1.5M0.24%31,627CommonNONE
464287879IJSISHARES TR$1.4M0.22%14,675CommonSOLE
717081103PFEPFIZER INC$1.4M0.22%50,904CommonNONE
46434G103IEMGISHARES INC$1.4M0.22%26,329CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$1.4M0.22%28,081CommonSOLE
G0403H108AONAON PLC$1.3M0.21%4,498CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$1.3M0.20%45,028CommonSOLE
617446448MSMORGAN STANLEY$1.3M0.20%13,349CommonNONE
291011104EMREMERSON ELEC CO$1.3M0.20%11,442CommonNONE
25434V401DFUSDIMENSIONAL ETF TRUST$1.3M0.20%21,396CommonSOLE
75513E101RTXRTX CORPORATION$1.3M0.20%12,521CommonNONE
25434V724DFUVDIMENSIONAL ETF TRUST$1.2M0.19%31,425CommonSOLE
464287887IJTISHARES TR$1.2M0.19%9,594CommonSOLE
20030N101CMCSACOMCAST CORP NEW$1.2M0.19%31,360CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$1.2M0.19%5,139CommonNONE
55336V100MPLXMPLX LP$1.2M0.19%28,606CommonNONE
00724F101ADBEADOBE INC$1.2M0.18%2,107CommonSOLE
871607107SNPSSYNOPSYS INC$1.2M0.18%1,934CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$1.1M0.18%7,031CommonNONE
25434V690DFSIDIMENSIONAL ETF TRUST$1.1M0.18%34,325CommonNONE
87612E106TGTTARGET CORP$1.1M0.17%7,467CommonNONE
464287309IVWISHARES TR$1.1M0.17%11,913CommonSOLE
958669103WESWESTERN MIDSTREAM PARTNERS L$1.1M0.17%27,350CommonNONE
718172109PMPHILIP MORRIS INTL INC$1.1M0.17%10,677CommonNONE
922908744VTVVANGUARD INDEX FDS$1.1M0.17%6,741CommonSOLE
031162100AMGNAMGEN INC$1.1M0.17%3,444CommonNONE
038222105AMATAPPLIED MATLS INC$1.1M0.17%4,528CommonSOLE
244199105DEDEERE & CO$1.1M0.17%2,845CommonSOLE
92206C623VTWGVANGUARD SCOTTSDALE FDS$1.0M0.16%5,488CommonSOLE
743315103PGRPROGRESSIVE CORP$1.0M0.16%4,989CommonSOLE
92206C649VTWVVANGUARD SCOTTSDALE FDS$1.0M0.16%7,695CommonSOLE
46436E874IBTEISHARES TR$1.0M0.16%42,777CommonSOLE
64110L106NFLXNETFLIX INC$1.0M0.16%1,499CommonNONE
464287564ICFISHARES TR$1.0M0.16%17,568CommonSOLE
747525103QCOMQUALCOMM INC$1.0M0.16%5,040CommonNONE
539830109LMTLOCKHEED MARTIN CORP$990,7810.16%2,121CommonNONE
00206R102TAT&T INC$980,6710.15%51,317CommonNONE
235851102DHRDANAHER CORPORATION$979,9130.15%3,922CommonNONE
580135101MCDMCDONALDS CORP$958,8010.15%3,762CommonNONE
907818108UNPUNION PAC CORP$953,4980.15%4,214CommonNONE
609839105MPWRMONOLITHIC PWR SYS INC$930,1420.15%1,132CommonNONE
651639106NEMNEWMONT CORP$903,1370.14%21,570CommonNONE
922908553VNQVANGUARD INDEX FDS$901,1750.14%10,759CommonNONE
46090E103QQQINVESCO QQQ TR$889,7560.14%1,857CommonSOLE
369550108GDGENERAL DYNAMICS CORP$888,8420.14%3,063CommonNONE
233051200DBEFDBX ETF TR$878,3630.14%21,196CommonNONE
46434G764EMXCISHARES INC$853,5560.13%14,418CommonSOLE
369604301GEGE AEROSPACE$843,9730.13%5,309CommonNONE
125523100CITHE CIGNA GROUP$839,2590.13%2,539CommonNONE
438516106HONHONEYWELL INTL INC$837,0460.13%3,920CommonNONE
464287374IGEISHARES TR$829,0860.13%18,843CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$823,9510.13%9,039CommonSOLE
921946885VWOBVANGUARD WHITEHALL FDS$812,8320.13%12,921CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$808,7170.13%1,788CommonNONE
464287804IJRISHARES TR$808,4680.13%7,580CommonNONE
464288687PFFISHARES TR$807,1740.13%25,584CommonNONE
G29183103ETNEATON CORP PLC$800,8080.13%2,554CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$799,8790.13%19,396CommonNONE
872540109TJXTJX COS INC NEW$799,4580.13%7,261CommonNONE
79466L302CRMSALESFORCE INC$788,0120.12%3,065CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$786,3690.12%4,547CommonNONE
922908751VBVANGUARD INDEX FDS$767,9710.12%3,522CommonNONE
20825C104COPCONOCOPHILLIPS$732,7190.11%6,406CommonNONE
922908611VBRVANGUARD INDEX FDS$719,8600.11%3,944CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$719,6950.11%9,247CommonSOLE
G54950103LINLINDE PLC$708,6790.11%1,615CommonNONE
461202103INTUINTUIT$706,5010.11%1,075CommonNONE
949746101WMT2WELLS FARGO CO NEW$704,6040.11%11,864CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$704,1730.11%10,960CommonNONE
902973304USBUS BANCORP DEL$689,9220.11%17,378CommonNONE
67092P508NUMVNUSHARES ETF TR$682,7930.11%20,672CommonNONE
911363109URIUNITED RENTALS INC$682,3010.11%1,055CommonNONE
609207105MDLZMONDELEZ INTL INC$670,6550.11%10,248CommonNONE
336433107FSLRFIRST SOLAR INC$666,4610.10%2,956CommonNONE
023608102AEEAMEREN CORP$663,8130.10%9,335CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$650,2000.10%15,656CommonNONE
655844108NSCNORFOLK SOUTHN CORP$649,0090.10%3,023CommonSOLE
882508104TXNTEXAS INSTRS INC$643,3120.10%3,307CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$638,5840.10%15,534CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$632,3480.10%594CommonNONE
31428X106FDXFEDEX CORP$629,5840.10%2,100CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$624,9640.10%8,481CommonNONE
56585A102MPCMARATHON PETE CORP$618,4570.10%3,565CommonNONE
458140100INTCINTEL CORP$615,7090.10%19,881CommonNONE
464287176TIPISHARES TR$611,6120.10%5,728CommonSOLE
03676B102AMANTERO MIDSTREAM CORP$602,8820.09%40,901CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$601,9650.09%1,125CommonNONE
482480100KLACKLA CORP$601,0690.09%729CommonNONE
337738108FISVFISERV INC$599,5900.09%4,023CommonNONE
91913Y100VLOVALERO ENERGY CORP$596,1600.09%3,803CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$591,1570.09%1,069CommonNONE
126408103CSXCSX CORP$589,4910.09%17,623CommonSOLE
67092P110NUSANUSHARES ETF TR$583,2030.09%25,440CommonNONE
14040H105COFCAPITAL ONE FINL CORP$570,4150.09%4,120CommonNONE
172967424CCITIGROUP INC$568,6660.09%8,961CommonNONE
654106103NKENIKE INC$564,6500.09%7,492CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$564,4670.09%5,632CommonNONE
067901108ABXBARRICK GOLD CORP$556,1450.09%33,342CommonNONE
194162103CLCOLGATE PALMOLIVE CO$544,3960.09%5,610CommonSOLE
26875P101EOGEOG RES INC$541,7860.08%4,304CommonNONE
922908595VBKVANGUARD INDEX FDS$540,8870.08%2,162CommonSOLE
81762P102NOWSERVICENOW INC$534,1500.08%679CommonNONE
254687106DISDISNEY WALT CO$522,8460.08%5,266CommonNONE
855244109SBUXSTARBUCKS CORP$521,6470.08%6,701CommonNONE
78464A201SLYGSPDR SER TR$512,0700.08%5,964CommonNONE
G5960L103MDTMEDTRONIC PLC$508,2310.08%6,457CommonNONE
902252105TYLTYLER TECHNOLOGIES INC$506,3000.08%1,007CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$501,2190.08%3,051CommonNONE
464288414MUBISHARES TR$500,1460.08%4,694CommonNONE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$498,6620.08%7,848CommonNONE
25434V880DFAXDIMENSIONAL ETF TRUST$497,1650.08%19,558CommonNONE
422806109HEIHEICO CORP NEW$495,7660.08%2,217CommonNONE
67092P201NULGNUSHARES ETF TR$494,7520.08%6,096CommonNONE
808524888SCHCSCHWAB STRATEGIC TR$493,2820.08%13,864CommonSOLE
25434V500DFASDIMENSIONAL ETF TRUST$492,7170.08%8,201CommonSOLE
88579Y101MMM3M CO$491,5350.08%4,810CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$486,0300.08%7,312CommonNONE
09260D107BXBLACKSTONE INC$485,3620.08%3,921CommonSOLE
278865100ECLECOLAB INC$483,3780.08%2,031CommonNONE
06738C778DJPBARCLAYS BANK PLC$479,2970.08%14,950CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$463,0260.07%1,062CommonSOLE
78409V104SPGIS&P GLOBAL INC$462,0560.07%1,036CommonNONE
25434V609DFATDIMENSIONAL ETF TRUST$460,2500.07%8,873CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$456,9850.07%2,020CommonNONE
955306105WSTWEST PHARMACEUTICAL SVSC INC$456,8920.07%1,387CommonNONE
231021106CMICUMMINS INC$452,0840.07%1,632CommonNONE
02209S103MOALTRIA GROUP INC$450,9760.07%9,901CommonNONE
92345Y106VRSKVERISK ANALYTICS INC$442,6620.07%1,642CommonNONE
09247X101BLKCHFBLACKROCK INC$442,4750.07%562CommonNONE
74340W103PLDPROLOGIS INC.$438,6610.07%3,906CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$435,9910.07%8,971CommonNONE
571903202MARMARRIOTT INTL INC NEW$433,8590.07%1,795CommonSOLE
682680103OKEONEOK INC NEW$431,9720.07%5,297CommonNONE
98419M100XYLXYLEM INC$429,8130.07%3,169CommonNONE
464287473IWSISHARES TR$429,6370.07%3,558CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$426,8480.07%4,665CommonNONE
38526M106LOPEGRAND CANYON ED INC$426,4460.07%3,048CommonNONE
370334104GISGENERAL MLS INC$425,5310.07%6,727CommonSOLE
94106L109WMWASTE MGMT INC DEL$425,4010.07%1,994CommonNONE
66987V109NVSNOVARTIS AG$424,3660.07%3,986CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$421,5130.07%3,080CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$421,3800.07%899CommonNONE
860630102SFSTIFEL FINL CORP$418,8890.07%4,978CommonSOLE
780259305SHELSHELL PLC$413,6640.06%5,731CommonSOLE
759351604RGAREINSURANCE GRP OF AMERICA I$410,1340.06%1,998CommonNONE
595112103MUMICRON TECHNOLOGY INC$409,9620.06%3,117CommonNONE
67092P300NULVNUSHARES ETF TR$409,1910.06%10,828CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$408,1990.06%2,100CommonNONE
097023105BABOEING CO$407,2510.06%2,238CommonNONE
808524607SCHASCHWAB STRATEGIC TR$404,3720.06%8,522CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$402,4060.06%1,187CommonNONE
674599105OXYOCCIDENTAL PETE CORP$399,0440.06%6,331CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$392,4620.06%4,473CommonNONE
46434V282LRGFISHARES TR$390,4990.06%7,012CommonSOLE
464287234EEMISHARES TR$386,3180.06%9,071CommonNONE
032654105ADIANALOG DEVICES INC$375,7170.06%1,646CommonNONE
25434V872DFCFDIMENSIONAL ETF TRUST$374,7740.06%9,022CommonNONE
29273V100ETENERGY TRANSFER L P$372,3310.06%22,955CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$371,0970.06%1,825CommonNONE
260557103DOWDOW INC$370,4490.06%6,983CommonNONE
03076C106AMPAMERIPRISE FINL INC$369,9480.06%866CommonNONE
904767704UNILEVER PLC$365,5190.06%6,647CommonSOLE
22822V101CCICROWN CASTLE INC$364,1090.06%3,727CommonNONE
09062X103BIIBBIOGEN INC$363,7260.06%1,569CommonSOLE
778296103ROSTROSS STORES INC$360,1040.06%2,478CommonNONE
03073E105CORCENCORA INC$359,8060.06%1,597CommonNONE
74762E102QUREQUANTA SVCS INC$354,9650.06%1,397CommonNONE
L44385109GLOBGLOBANT S A$352,4210.06%1,977CommonNONE
988498101YUMYUM BRANDS INC$350,7120.05%2,648CommonNONE
03662Q105AKXANSYS INC$349,4710.05%1,087CommonNONE
74348A467NOBLPROSHARES TR$343,2810.05%3,571CommonNONE
464287705IJJISHARES TR$342,4230.05%3,018CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$339,1460.05%8,827CommonNONE
98978V103ZTSZOETIS INC$338,4000.05%1,952CommonNONE
922908629VOVANGUARD INDEX FDS$335,0940.05%1,384CommonSOLE
001055102AFLAFLAC INC$335,0920.05%3,752CommonNONE
293712105EFSCENTERPRISE FINL SVCS CORP$332,7150.05%8,133CommonSOLE
78464A300SLYVSPDR SER TR$331,4080.05%4,232CommonSOLE
863667101SYKSTRYKER CORPORATION$331,4040.05%974CommonNONE
075887109BDXBECTON DICKINSON & CO$331,4020.05%1,418CommonNONE
125269100CFCF INDS HLDGS INC$327,3890.05%4,417CommonNONE
808524847SCHHSCHWAB STRATEGIC TR$327,3690.05%16,393CommonNONE
74935Q107RBARB GLOBAL INC$326,1340.05%4,271CommonNONE
452308109ITWILLINOIS TOOL WKS INC$322,6110.05%1,361CommonNONE
311900104FASTFASTENAL CO$320,4700.05%5,100CommonNONE
857477103STTSTATE STR CORP$317,9780.05%4,297CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$317,5410.05%4,889CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$315,5770.05%4,342CommonNONE
89832Q109TFCTRUIST FINL CORP$312,5490.05%8,045CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$312,2860.05%702CommonNONE
49177J102KVUEKENVUE INC$309,6070.05%17,030CommonNONE
46137V142PHOINVESCO EXCHANGE TRADED FD T$308,3230.05%4,750CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$307,6430.05%3,429CommonSOLE
372460105GPCGENUINE PARTS CO$306,5180.05%2,216CommonNONE
40171V100GWREGUIDEWIRE SOFTWARE INC$305,4280.05%2,215CommonNONE
464287606IJKISHARES TR$304,2450.05%3,453CommonNONE
718546104PSXPHILLIPS 66$303,2340.05%2,148CommonNONE
775711104ROLROLLINS INC$302,5400.05%6,201CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$301,0740.05%76CommonNONE
380237107GDDYGODADDY INC$294,9290.05%2,111CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$291,1410.05%3,744CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$291,1330.05%1,675CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$288,9040.05%3,900CommonNONE
29362U104ENTGENTEGRIS INC$287,0490.04%2,120CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$285,3840.04%3,570CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$284,8540.04%866CommonNONE
126650100CVSCVS HEALTH CORP$284,2070.04%4,812CommonNONE
09073M104TECHBIO-TECHNE CORP$282,5470.04%3,943CommonNONE
670346105NUENUCOR CORP$278,6960.04%1,763CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$275,9270.04%3,583CommonNONE
58155Q103MCKMCKESSON CORP$275,0840.04%471CommonNONE
693718108PCARPACCAR INC$272,9980.04%2,652CommonNONE
036752103ELVELEVANCE HEALTH INC$270,9320.04%500CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$270,2360.04%700CommonNONE
464287408IVEISHARES TR$270,1030.04%1,484CommonSOLE
550021109LULULULULEMON ATHLETICA INC$269,7270.04%903CommonSOLE
002474104AZZAZZ INC$269,2700.04%3,486CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$263,9570.04%1,318CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$263,6990.04%13,454CommonNONE
22160N109CSGPCOSTAR GROUP INC$262,8270.04%3,545CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$262,1290.04%4,184CommonNONE
252131107DXCMDEXCOM INC$261,4560.04%2,306CommonNONE
58506Q109MEDPMEDPACE HLDGS INC$260,7020.04%633CommonNONE
808524870SCHPSCHWAB STRATEGIC TR$260,0500.04%5,000CommonNONE
172908105CTASCINTAS CORP$259,7970.04%371CommonNONE
942622200WSOWATSCO INC$259,1980.04%560CommonNONE
N07059210ASMLASML HOLDING N V$258,7510.04%253CommonNONE
670100205NVONOVO-NORDISK A S$256,0760.04%1,794CommonNONE
16359R103CHECHEMED CORP NEW$254,4710.04%469CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$253,6720.04%662CommonNONE
921935409VFMVVANGUARD WELLINGTON FD$252,3030.04%2,220CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$251,8400.04%1,258CommonNONE
29358P101ENSGENSIGN GROUP INC$251,3570.04%2,032CommonNONE
500255104KSSKOHLS CORP$251,1730.04%10,925CommonNONE
14808P109CASSCASS INFORMATION SYS INC$250,7180.04%6,257CommonNONE
872590104TMUST-MOBILE US INC$249,6480.04%1,417CommonNONE
36828A101GEVGE VERNOVA INC$247,6620.04%1,444CommonNONE
760759100RSGREPUBLIC SVCS INC$246,6180.04%1,269CommonNONE
958102105WDCWESTERN DIGITAL CORP.$245,1170.04%3,235CommonNONE
70432V102PAYCPAYCOM SOFTWARE INC$244,6250.04%1,710CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$243,5930.04%1,156CommonNONE
744320102PRUPRUDENTIAL FINL INC$242,5980.04%2,070CommonNONE
254709108DFSEURDISCOVER FINL SVCS$240,9530.04%1,842CommonNONE
464287168DVYISHARES TR$240,0750.04%1,984CommonNONE
29444U700EQIXEQUINIX INC$239,8430.04%317CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$238,3480.04%1,495CommonNONE
464287499IWRISHARES TR$237,2410.04%2,926CommonNONE
925652109VICIVICI PPTYS INC$237,1400.04%8,280CommonNONE
78464A409SPYGSPDR SER TR$236,5440.04%2,952CommonNONE
636180101NFGNATIONAL FUEL GAS CO$235,3250.04%4,343CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$232,3340.04%220CommonNONE
33829M101FIVEFIVE BELOW INC$231,2360.04%2,122CommonNONE
23331A109DHID R HORTON INC$229,9990.04%1,632CommonNONE
126633205UANCVR PARTNERS LP$226,9800.04%3,000CommonNONE
016255101ALGNALIGN TECHNOLOGY INC$226,7040.04%939CommonNONE
339750101FNDFLOOR & DECOR HLDGS INC$226,5570.04%2,279CommonNONE
78463M107SPSCSPS COMM INC$226,3580.04%1,203CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$226,3320.04%3,588CommonNONE
78442P106SLMSLM CORP$226,0090.04%10,871CommonNONE
25243Q205DEODIAGEO PLC$225,4320.04%1,788CommonNONE
806857108SLBSCHLUMBERGER LTD$224,3420.04%4,755CommonNONE
464287242LQDISHARES TR$222,9170.03%2,081CommonSOLE
29977A105EVREVERCORE INC$222,6040.03%1,068CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$221,7720.03%2,139CommonNONE
109696104BCOBRINKS CO$219,0350.03%2,139CommonNONE
98139A105WKWORKIVA INC$215,9790.03%2,959CommonNONE
26614N102DDDUPONT DE NEMOURS INC$214,5880.03%2,666CommonNONE
040413106ANETEURARISTA NETWORKS INC$213,7940.03%610CommonNONE
701094104PHPARKER-HANNIFIN CORP$209,9120.03%415CommonNONE
494368103KMBKIMBERLY-CLARK CORP$203,2930.03%1,471CommonNONE
159864107CRLCHARLES RIV LABS INTL INC$203,2750.03%984CommonNONE
70438V106PCTYPAYLOCITY HLDG CORP$201,7320.03%1,530CommonNONE
464288638IGIBISHARES TR$201,7090.03%3,935CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$200,7480.03%191CommonNONE
59156R108METMETLIFE INC$200,3940.03%2,855CommonNONE
767204100RIORIO TINTO PLC$199,1090.03%3,020CommonNONE
921935805VFVAVANGUARD WELLINGTON FD$197,0820.03%1,743CommonNONE
464288224ICLNISHARES TR$196,2880.03%14,736CommonNONE
05534B760BCEBCE INC$194,4800.03%6,008CommonNONE
808524839SCHZSCHWAB STRATEGIC TR$192,5950.03%4,225CommonSOLE
032108649SILJAMPLIFY ETF TR$192,4400.03%17,000CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$192,4280.03%3,316CommonNONE
92204A702VGTVANGUARD WORLD FD$192,1910.03%333CommonNONE
30214U102EXPOEXPONENT INC$190,9830.03%2,008CommonNONE
032095101APHAMPHENOL CORP NEW$188,8390.03%2,803CommonNONE
389637109GBTCGRAYSCALE BITCOIN TR BTC$188,2040.03%3,535CommonNONE
78468R663BILSPDR SER TR$188,1490.03%2,050CommonNONE
842587107SOSOUTHERN CO$187,7980.03%2,421CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$185,2430.03%1,520CommonSOLE
922908512VOEVANGUARD INDEX FDS$185,1800.03%1,231CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS$183,2490.03%3,160CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$183,2240.03%1,207CommonNONE
375558103GILDGILEAD SCIENCES INC$181,1050.03%2,640CommonNONE
009158106APDAIR PRODS & CHEMS INC$180,6360.03%700CommonNONE
92189F106GDXVANECK ETF TRUST$179,5580.03%5,292CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$179,2440.03%318CommonNONE
87612G101TRGPTARGA RES CORP$178,7480.03%1,388CommonNONE
31620M106FISFIDELITY NATL INFORMATION SV$178,3020.03%2,366CommonSOLE
222070203COTYCOTY INC$178,1760.03%17,782CommonNONE
69374H303PTNQPACER FDS TR$177,7370.03%2,465CommonNONE
12504L109CBRECBRE GROUP INC$177,5080.03%1,992CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$177,2690.03%2,275CommonSOLE
69374H857CALFPACER FDS TR$176,0260.03%4,041CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$175,9050.03%1,285CommonNONE
78464A649SPABSPDR SER TR$174,7350.03%6,964CommonNONE
888787108TOSTTOAST INC$173,7420.03%6,742CommonNONE
824348106SHWSHERWIN WILLIAMS CO$173,6870.03%582CommonNONE
313148306AGMFEDERAL AGRIC MTG CORP$173,0460.03%957CommonNONE
21036P108STZCONSTELLATION BRANDS INC$172,8930.03%672CommonNONE
737446104POSTPOST HLDGS INC$171,7610.03%1,649CommonSOLE
219350105GLWCORNING INC$171,7570.03%4,421CommonNONE
136375102CNICANADIAN NATL RY CO$168,9480.03%1,430CommonNONE
358039105FRPTFRESHPET INC$168,8550.03%1,305CommonNONE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$168,3180.03%10,358CommonNONE
60770K107MRNAMODERNA INC$167,7950.03%1,413CommonNONE
922907746VTEBVANGUARD MUN BD FDS$167,6690.03%3,346CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$165,2630.03%537CommonNONE
45867G101IDCCINTERDIGITAL INC$163,0680.03%1,399CommonNONE
921946810VIGIVANGUARD WHITEHALL FDS$163,0480.03%2,006CommonNONE
893641100TDGTRANSDIGM GROUP INC$162,2570.03%127CommonNONE
064058100BKBANK NEW YORK MELLON CORP$159,0090.02%2,655CommonNONE
40412C101HCAHCA HEALTHCARE INC$158,7130.02%494CommonNONE
682189105ONON SEMICONDUCTOR CORP$158,0780.02%2,306CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$157,4120.02%2,604CommonSOLE
969457100WMBWILLIAMS COS INC$157,3350.02%3,702CommonNONE
921910733ESGVVANGUARD WORLD FD$157,2010.02%1,627CommonNONE
192422103CGNXCOGNEX CORP$157,1460.02%3,361CommonNONE
302130109EXPDEXPEDITORS INTL WASH INC$156,9860.02%1,258CommonSOLE
501044101KRKROGER CO$156,5810.02%3,136CommonNONE
444859102HUMHUMANA INC$156,5610.02%419CommonNONE
726503105PAAPLAINS ALL AMERN PIPELINE L$154,5610.02%8,654CommonSOLE
217204106CPRTCOPART INC$154,4660.02%2,852CommonNONE
020002101ALLALLSTATE CORP$154,2330.02%966CommonNONE
30161N101EXCEXELON CORP$153,9810.02%4,449CommonSOLE
15135B101CNCCENTENE CORP DEL$152,3590.02%2,298CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$151,8760.02%484CommonNONE
85225A1078DTSQUARESPACE INC$151,5280.02%3,473CommonNONE
011642105ALRMALARM COM HLDGS INC$151,2890.02%2,381CommonNONE
80105N105SNYSANOFI$150,9460.02%3,111CommonNONE
74276R102PRVAPRIVIA HEALTH GROUP INC$150,9290.02%8,684CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$150,8340.02%1,708CommonSOLE
426281101JKHYHENRY JACK & ASSOC INC$150,4620.02%906CommonNONE
464288158SUBISHARES TR$150,2390.02%1,437CommonNONE
921937835BNDVANGUARD BD INDEX FDS$149,1440.02%2,070CommonNONE
46435G516ESGDISHARES TR$149,1310.02%1,893CommonNONE
46137V332RSPHINVESCO EXCHANGE TRADED FD T$148,0480.02%4,930CommonSOLE
559222401MGAMAGNA INTL INC$146,6500.02%3,500CommonNONE
464287481IWPISHARES TR$145,8560.02%1,322CommonNONE
464285204IAUISHARES GOLD TR$145,1890.02%3,305CommonNONE
615369105MCOMOODYS CORP$144,3800.02%343CommonNONE
33736G106FANFIRST TR EXCHANGE-TRADED FD$144,2690.02%8,900CommonNONE
95040Q104WELLWELLTOWER INC$142,9270.02%1,371CommonNONE
247361702DALDELTA AIR LINES INC DEL$142,7780.02%3,010CommonNONE
22052L104CTVACORTEVA INC$141,8630.02%2,630CommonNONE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$141,3510.02%7,064CommonSOLE
464289438IWYISHARES TR$140,5110.02%655CommonNONE
12572Q105CMECME GROUP INC$139,9800.02%712CommonNONE
922042718VSSVANGUARD INTL EQUITY INDEX F$139,4610.02%1,187CommonNONE
46434V464CRBNISHARES TR$139,2830.02%760CommonNONE
504922105LHLABCORP HOLDINGS INC$139,2020.02%684CommonNONE
143658300CCL1EURCARNIVAL CORP$138,8280.02%7,416CommonNONE
22266T109CPNGCOUPANG INC$137,3080.02%6,554CommonNONE
249906108DSGXDESCARTES SYS GROUP INC$137,2230.02%1,417CommonNONE
33738R506RDVYFIRST TR EXCHANGE-TRADED FD$136,5470.02%2,494CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$136,3210.02%607CommonNONE
962166104WYWEYERHAEUSER CO MTN BE$136,1870.02%4,797CommonSOLE
927959106VNOMUSDVIPER ENERGY INC$134,9960.02%3,597CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$134,2770.02%499CommonNONE
97650W108WTFCWINTRUST FINL CORP$134,1410.02%1,361CommonNONE
200525103CBSHCOMMERCE BANCSHARES INC$133,8900.02%2,400CommonSOLE
052769106ADSKAUTODESK INC$132,1390.02%534CommonNONE
12510Q100CCCCCC INTELLIGENT SOLUTIONS HL$131,6440.02%11,849CommonNONE
253868103DLRDIGITAL RLTY TR INC$131,2200.02%863CommonNONE
565849106MRO*MARATHON OIL CORP$130,9660.02%4,568CommonNONE
464287689IWVISHARES TR$129,4440.02%419CommonSOLE
33768G107FCFSFIRSTCASH HOLDINGS INC$129,0030.02%1,230CommonNONE
25862V105DVDOUBLEVERIFY HLDGS INC$128,5810.02%6,604CommonNONE
031100100AMEAMETEK INC$128,3680.02%770CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$128,3030.02%588CommonNONE
464288570DSIISHARES TR$127,7360.02%1,230CommonNONE
49714P108KNSLKINSALE CAP GROUP INC$127,5290.02%331CommonNONE
87807B107TRPTC ENERGY CORP$127,0790.02%3,353CommonNONE
858119100STLDSTEEL DYNAMICS INC$126,3920.02%976CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$125,9900.02%2,658CommonNONE
46138E537PZAINVESCO EXCH TRADED FD TR II$125,3860.02%5,295CommonNONE
84857L101SRSPIRE INC$125,2260.02%2,062CommonNONE
48251W104KKRKKR & CO INC$124,0200.02%1,178CommonNONE
759916109RGENREPLIGEN CORP$122,4050.02%971CommonNONE
45168D104IDXXIDEXX LABS INC$122,2880.02%251CommonNONE
G0692U109AXSAXIS CAP HLDGS LTD$122,1550.02%1,729CommonNONE
345370860FFORD MTR CO DEL$122,0650.02%9,734CommonNONE
01973R101ALSNALLISON TRANSMISSION HLDGS I$121,8960.02%1,606CommonNONE
808524706SCHESCHWAB STRATEGIC TR$121,0430.02%4,557CommonSOLE
871829107SYYSYSCO CORP$120,9350.02%1,694CommonNONE
073685109BECNUSDBEACON ROOFING SUPPLY INC$120,3660.02%1,330CommonNONE
G48833118WFRDWEATHERFORD INTL PLC$120,2470.02%982CommonNONE
921935607VFMFVANGUARD WELLINGTON FD$118,9790.02%972CommonNONE
464288489IFGLISHARES TR$118,9390.02%6,007CommonSOLE
46435U374EWJVISHARES TR$118,1000.02%3,708CommonNONE
46429B697USMVISHARES TR$117,9640.02%1,405CommonNONE
65336K103NXSTNEXSTAR MEDIA GROUP INC$117,3700.02%707CommonNONE
026874784AIGAMERICAN INTL GROUP INC$115,5180.02%1,556CommonNONE
929740108WABWABTEC$115,3780.02%730CommonNONE
46284V101IRMIRON MTN INC DEL$114,9840.02%1,283CommonSOLE
012653101ALBALBEMARLE CORP$114,9110.02%1,203CommonNONE
25746U109DDOMINION ENERGY INC$114,5130.02%2,337CommonNONE
09239B109BLBLACKLINE INC$114,4880.02%2,363CommonNONE
92338C103VLTOVERALTO CORP$113,4200.02%1,188CommonNONE
14149Y108CAHCARDINAL HEALTH INC$113,2660.02%1,152CommonNONE
04010L103ARCCARES CAPITAL CORP$112,8920.02%5,417CommonNONE
46432F388VLUEISHARES TR$112,6680.02%1,089CommonNONE
G0585R106AGOASSURED GUARANTY LTD$111,7140.02%1,448CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$111,6330.02%945CommonNONE
46429B689EFAVISHARES TR$111,3850.02%1,606CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$110,9380.02%1,201CommonNONE
053807103AVTAVNET INC$109,9320.02%2,135CommonNONE
78468R622JNKSPDR SER TR$109,9190.02%1,166CommonNONE
30040W108ESEVERSOURCE ENERGY$109,9050.02%1,938CommonNONE
74340E103PGNYPROGYNY INC$109,6920.02%3,834CommonNONE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$109,3970.02%1,149CommonNONE
316773100FITBFIFTH THIRD BANCORP$109,3250.02%2,996CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$109,1710.02%421CommonNONE
756109104OREALTY INCOME CORP$109,1270.02%2,066CommonNONE
209115104EDCONSOLIDATED EDISON INC$108,6460.02%1,215CommonNONE
464286533EEMVISHARES INC$108,5280.02%1,897CommonNONE
00091G104ACVAACV AUCTIONS INC$108,1500.02%5,926CommonNONE
957638109WALWESTERN ALLIANCE BANCORP$107,4860.02%1,711CommonNONE

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.