MondegarAI
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

Q3 2024 · 13F-HR

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLCholdings as filed

Filed 2024-11-13 · accession 0001398344-24-020626

$45.31B
Reported value
979
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 979

CUSIPTickerIssuerValue% port.SharesClassVoting
29084Q100EMEEMCOR GROUP INC$1.16B2.55%2,688,217CommonSOLE
526107107LIILENNOX INTL INC$1.03B2.27%1,702,997CommonSOLE
29109X106AZPN1USDASPEN TECHNOLOGY INC$993.2M2.19%4,158,691CommonSOLE
74164M108PRIPRIMERICA INC$960.6M2.12%3,622,908CommonSOLE
294429105EFXEQUIFAX INC$914.4M2.02%3,111,840CommonSOLE
303250104FICOFAIR ISAAC INC$899.0M1.98%462,537CommonSOLE
216648501COOCOOPER COMPANIES INC$891.6M1.97%8,080,643CommonSOLE
829073105SSDSIMPSON MANUFACTURIN$879.3M1.94%4,596,955CommonSOLE
73278L105POOLPOOL CORPORATION$837.0M1.85%2,221,232CommonSOLE
08265T208BSYBENTLEY SYS INC$820.6M1.81%16,149,666CommonSOLE
302941109FCNFTI CONSULTING INC$784.4M1.73%3,447,219CommonSOLE
942622200WSOWATSCO INC$761.0M1.68%1,547,223CommonSOLE
426281101JKHYJACK HENRY & ASSOCIA$710.7M1.57%4,025,672CommonSOLE
655663102NDSNNORDSON CORP$700.8M1.55%2,668,254CommonSOLE
084423102WRBBERKLEY W R CORP$658.4M1.45%11,605,519CommonSOLE
221006109CRVLCORVEL CORP$636.1M1.40%1,945,911CommonSOLE
880770102TERTERADYNE INC$630.5M1.39%4,707,565CommonSOLE
515098101LSTRLANDSTAR SYS INC$612.5M1.35%3,242,908CommonSOLE
50212V100LPLALPL FINANCIAL HLDGS$605.6M1.34%2,603,251CommonSOLE
885160101THOTHOR INDS INC$598.7M1.32%5,448,472CommonSOLE
75524B104RBCRBC BEARINGS INC$579.4M1.28%1,935,293CommonSOLE
303075105FDSFACTSET RESH SYS INC$578.9M1.28%1,258,839CommonSOLE
879360105TDYTELEDYNE TECH INC$567.3M1.25%1,296,195CommonSOLE
169905106CHHCHOICE HOTELS INTL$562.4M1.24%4,316,318CommonSOLE
G0176J109ALLEALLEGION PLC$562.4M1.24%3,859,030CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES$551.2M1.22%1,488,339CommonSOLE
30214U102EXPOEXPONET INC$550.5M1.22%4,775,477CommonSOLE
45841N107IBKRINTERACTIVE BROKERS$541.2M1.19%3,883,225CommonSOLE
91347P105OLEDUNIVERSAL DISPLAY CP$517.9M1.14%2,467,470CommonSOLE
775711104ROLROLLINS INC$517.5M1.14%10,231,578CommonSOLE
82982L103SITESITEONE LANDSCAPE$514.2M1.14%3,407,462CommonSOLE
60786M105MCMOELIS & COMPANY$495.6M1.09%7,233,837CommonSOLE
441593100HLIHOULIHAN LOKEY INC$485.5M1.07%3,072,443CommonSOLE
98983L108ZWSZURN ELKAY WATER SOL$484.2M1.07%13,471,604CommonSOLE
78351F107RYANRYAN SPECIALTY HLD$472.7M1.04%7,120,436CommonSOLE
48282T104KAIKADANT$461.7M1.02%1,366,071CommonSOLE
810186106SMGSCOTTS MIRACLE-GRO$456.9M1.01%5,269,389CommonSOLE
005098108GOLFACUSHNET HOLDINGS$454.0M1.00%7,120,969CommonSOLE
109194100BFAMBRIGHT HORIZONS FA$444.3M0.98%3,170,796CommonSOLE
942749102WTSWATTS WATER TECH$430.3M0.95%2,077,042CommonSOLE
384109104GGGGRACO INC$429.8M0.95%4,911,058CommonSOLE
90278Q108UFPIUFP INDUSTRIES INC$428.1M0.94%3,262,784CommonSOLE
891092108TTCTORO CO$419.0M0.92%4,831,375CommonSOLE
78709Y105SAIASAIA INC$389.8M0.86%891,457CommonSOLE
159864107CRLCHARLES RIV LABS INT$382.1M0.84%1,939,825CommonSOLE
749607107RLIRLI CORP$377.8M0.83%2,437,571CommonSOLE
000360206AAONAAON INC$376.7M0.83%3,493,257CommonSOLE
562750109MANHMANHATTAN ASSOCS IN$368.7M0.81%1,310,413CommonSOLE
16359R103CHECHEMED CORP NEW$356.3M0.79%592,954CommonSOLE
05550J101BJBJS WHSL CLUB HLDGS$353.7M0.78%4,288,273CommonSOLE
617700109MORNMORNINGSTAR INC$332.9M0.73%1,043,082CommonSOLE
32051X108FHBFIRST HAWAIIAN$305.6M0.67%13,199,791CommonSOLE
031100100AMEAMETEK INC$293.3M0.65%1,707,949CommonSOLE
50189K103LCIILCI INDUSTRIES$291.1M0.64%2,414,897CommonSOLE
04316A108APAMARTISAN PARTNERS A$290.2M0.64%6,699,043CommonSOLE
38267D109GSHDGOOSEHEAD INS INC$286.0M0.63%3,202,884CommonSOLE
185123106CWANCLEARWATER ANALYTI$285.3M0.63%11,299,548CommonSOLE
778296103ROSTROSS STORES INC$282.1M0.62%1,874,476CommonSOLE
609839105MPWRMONOLITHIC POWER$260.3M0.57%281,527CommonSOLE
422806208HEI/AHEICO CORP NEW$252.7M0.56%1,240,243CommonSOLE
63947X101NCNONCINO INC$233.9M0.52%7,405,006CommonSOLE
05945F103BANFBANCFIRST CORP$227.6M0.50%2,162,345CommonSOLE
89679E300TFINTRIUMPH FINANCIAL$225.2M0.50%2,830,853CommonSOLE
81768T108SFBSSERVISFIRST BANCSH$215.6M0.48%2,680,136CommonSOLE
292765104EPACENERPAC TOOL GROUP$203.7M0.45%4,863,703CommonSOLE
26154D100DFHDREAM FINDERS HOMES$196.1M0.43%5,415,182CommonSOLE
032095101APHAMPHENOL CORPORATION$195.1M0.43%2,993,723CommonSOLE
929740108WABWABTEC$192.6M0.43%1,059,319CommonSOLE
955306105WSTWEST PHARMACEUT SVS$183.2M0.40%610,501CommonSOLE
21044C107ROADCONSTRUCTION PARTNRS$183.0M0.40%2,621,149CommonSOLE
04247X102AWIARMSTRONG WORLD INDS$175.9M0.39%1,338,705CommonSOLE
11133T103BRBROADRIDGE FINL SOLN$175.6M0.39%816,491CommonSOLE
25754A201DPZDOMINOS PIZZA INC$174.1M0.38%404,705CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$167.6M0.37%625,636CommonSOLE
G7S00T104PNRPENTAIR PLC$165.0M0.36%1,687,039CommonSOLE
681116109OLLIOLLIES BARGAIN OUT$164.9M0.36%1,696,381CommonSOLE
115236101BROBROWN & BROWN INC$162.1M0.36%1,564,374CommonSOLE
464287200IVVISHARES TRUST$160.1M0.35%277,492CommonSOLE
431636109HLMNHILLMAN SOLUTIONS CR$151.5M0.33%14,345,133CommonSOLE
359694106FULFULLER H B CO$150.9M0.33%1,900,790CommonSOLE
67066G104NVDANVIDIA CORP$149.5M0.33%1,231,068CommonSOLE
88339J105TTDTHE TRADE DESK$149.4M0.33%1,362,255CommonSOLE
493732101KFRCKFORCE INC$147.9M0.33%2,407,306CommonSOLE
929236107WDFCWD 40 CO$146.2M0.32%566,754CommonSOLE
35138V102FOXFFOX FACTORY HLDG$145.3M0.32%3,500,154CommonSOLE
016255101ALGNALIGN TECH INC$143.6M0.32%564,486CommonSOLE
68278B107K4FONESTREAM INC$142.6M0.31%4,206,309CommonSOLE
257651109DCIDONALDSON INC$141.0M0.31%1,912,630CommonSOLE
78463M107SPSCSPS COMMERCE INC$138.2M0.30%711,607CommonSOLE
58733R102MELIMERCADOLIBRE INC$134.4M0.30%65,515CommonSOLE
76156B107RVLVREVOLVE GROUP INC$134.0M0.30%5,405,703CommonSOLE
366651107ITGARTNER INC$125.0M0.28%246,586CommonSOLE
904708104UNFUNIFIRST CORP MASS$124.9M0.28%628,712CommonSOLE
635017106FIZZNATL BEVERAGE CORP$121.9M0.27%2,597,138CommonSOLE
98978V103ZTSZOETIS INC$120.9M0.27%618,646CommonSOLE
374297109GTYGETTY RLTY CORP NEW$120.8M0.27%3,797,522CommonSOLE
30040P103EVTCEVERTEC INC$118.8M0.26%3,504,349CommonSOLE
062540109BOHBANK HAWAII CORP$118.5M0.26%1,888,113CommonSOLE
477839104JBTMJOHN BEAN TECHNOLOGY$118.4M0.26%1,202,354CommonSOLE
114340102AZTAAZENTA INC$110.4M0.24%2,279,994CommonSOLE
163072101CAKECHEESECAKE FACTORY$110.0M0.24%2,712,308CommonSOLE
30303M102METAMETA PLATFORMS INC$108.9M0.24%190,151CommonSOLE
023135106AMZNAMAZON COM INC$106.5M0.24%571,541CommonSOLE
92826C839VVISA INC$104.8M0.23%381,241CommonSOLE
679580100ODFLOLD DOMINION FGHT$104.6M0.23%526,657CommonSOLE
55354G100MSCIMSCI INC$102.5M0.23%175,775CommonSOLE
90337L108USPHU S PHYSICAL THERAPY$94.5M0.21%1,117,195CommonSOLE
29260V105DAVAENDAVA PLC$94.3M0.21%3,690,678CommonSOLE
126402106CSWCSW INDUSTRIALS IN$88.4M0.20%241,406CommonSOLE
67000B104NOVTNOVANTA INC$88.0M0.19%491,871CommonSOLE
012348108AINALBANY INTL CORP$86.5M0.19%973,020CommonSOLE
592688105MTDMETTLER TOLEDO INTL$79.7M0.18%53,129CommonSOLE
G1151C101ACNACCENTURE PLC$78.8M0.17%222,832CommonSOLE
861025104SYBTSTOCK YARDS BANC$76.5M0.17%1,234,305CommonSOLE
532457108LLYLILLY ELI & CO$75.1M0.17%84,735CommonSOLE
15118V207CELHCELSIUS HOLDINGS INC$74.8M0.16%2,383,660CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE I$74.2M0.16%64,409CommonSOLE
776696106ROPROPER TECHNOLOGIES$72.1M0.16%129,504CommonSOLE
22160N109CSGPCOSTAR GROUP INC$71.6M0.16%948,782CommonSOLE
637372202NRCNATIONAL RESEARCH CR$69.9M0.15%3,059,576CommonSOLE
83207R107SDHCSMITH DOUGLAS HOMES$69.3M0.15%1,833,821CommonSOLE
45168D104IDXXIDEXX LABS INC$69.0M0.15%136,597CommonSOLE
32020R109FFINFIRST FINL BKSH$68.4M0.15%1,847,738CommonSOLE
056525108BMIBADGER METER INC$62.9M0.14%287,807CommonSOLE
H5919C104ONONON HOLDING AG$62.2M0.14%1,240,337CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400$62.2M0.14%109,059CommonSOLE
037833100AAPLAPPLE INC$61.9M0.14%265,588CommonSOLE
M5216V106GLBEGLOBAL E ONLINE LTD$61.1M0.13%1,588,444CommonSOLE
743315103PGRPROGRESSIVE CORP$58.3M0.13%229,563CommonSOLE
60937P106MDBMONGODB INC$57.4M0.13%212,214CommonSOLE
18915M107NETCLOUDFLARE INC$55.5M0.12%686,681CommonSOLE
89400J107TRUTRANSUNION$54.8M0.12%523,179CommonSOLE
90353T100UBERUBER TECHNOLOGIES$54.4M0.12%724,211CommonSOLE
511656100LKFNLAKELAND FINL CORP$53.8M0.12%826,445CommonSOLE
68389X105ORCLORACLE CORP$53.6M0.12%314,561CommonSOLE
682095104OFLXOMEGA FLEX$52.5M0.12%1,050,774CommonSOLE
358039105FRPTFRESHPET INC$51.2M0.11%374,077CommonSOLE
74347R248CSMPROSHARES TR$51.0M0.11%780,485CommonSOLE
571748102MRSHMARSH & MCLENNAN COS$49.9M0.11%223,631CommonSOLE
571903202MARMARRIOTT INTL INC$49.6M0.11%199,409CommonSOLE
693475105PNCPNC FINL SVCS GRP$47.6M0.10%257,237CommonSOLE
124765108CAECAE INC$47.2M0.10%1,860,136CommonSOLE
42226A107HQYHEALTHEQUITY INC$46.6M0.10%569,164CommonSOLE
437076102HDHOME DEPOT INC$45.2M0.10%111,482CommonSOLE
654106103NKENIKE INC$45.1M0.10%510,388CommonSOLE
64110L106NFLXNETFLIX INC$45.1M0.10%63,546CommonSOLE
69370C100PTCPTC INC$44.0M0.10%243,655CommonSOLE
594918104MSFTMICROSOFT CORP$43.6M0.10%101,382CommonSOLE
98138H101WDAYWORKDAY INC$43.6M0.10%178,321CommonSOLE
235851102DHRDANAHER CORP$42.3M0.09%152,320CommonSOLE
741511109PSMTPRICESMART INC$41.1M0.09%447,355CommonSOLE
46120E602ISRGINTUITIVE SURGIC INC$40.5M0.09%82,414CommonSOLE
G8994E103TTTRANE TECHNOLOGI PLC$40.1M0.09%103,195CommonSOLE
127387108CDNSCADENCE DESIGN SYS$39.9M0.09%147,231CommonSOLE
349553107FTSFORTIS INC$39.4M0.09%866,167CommonSOLE
548661107LOWLOWES CO$38.3M0.08%141,324CommonSOLE
23804L103DDOGDATADOG INC$37.4M0.08%324,718CommonSOLE
82509L107SHOPSHOPIFY INC$37.1M0.08%463,175CommonSOLE
459200101IBMINTL BUSINESS MCHN$35.8M0.08%161,915CommonSOLE
278865100ECLECOLAB INC$35.8M0.08%140,015CommonSOLE
46138G649QQQMINVESCO$35.6M0.08%176,993CommonSOLE
888787108TOSTTOAST INC$33.2M0.07%1,171,601CommonSOLE
219948106CPAYCORPAY INC$32.5M0.07%103,944CommonSOLE
70432V102PAYCPAYCOM SOFTWARE$30.2M0.07%181,508CommonSOLE
81762P102NOWSERVICENOW INC$30.1M0.07%33,629CommonSOLE
629445206NVECNVE CORP$29.7M0.07%371,835CommonSOLE
89055F103BLDTOPBUILD CORP$29.0M0.06%71,330CommonSOLE
G54950103LINLINDE PLC$29.0M0.06%60,804CommonSOLE
02079K305GOOGLALPHABET INC$29.0M0.06%174,714CommonSOLE
626755102MUSAMURPHY USA INC$28.8M0.06%58,507CommonSOLE
78409V104SPGIS&P GLOBAL INC$28.6M0.06%55,435CommonSOLE
009066101ABNBAIRBNB INC$27.8M0.06%219,448CommonSOLE
11135F101AVGOBROADCOM INC$27.4M0.06%159,127CommonSOLE
461202103INTUINTUIT$27.4M0.06%44,159CommonSOLE
00287Y109ABBVABBVIE INC$27.3M0.06%138,284CommonSOLE
91324P102UNHUNITEDHEALTH GRP INC$27.3M0.06%46,690CommonSOLE
43538H103HLLYHOLLEY INC$26.9M0.06%9,110,252CommonSOLE
902252105TYLTYLER TECHN INC$26.8M0.06%45,989CommonSOLE
277432100EMNEASTMAN CHEM CO$25.3M0.06%226,346CommonSOLE
09247X101BLKCHFBLACKROCK INC$25.1M0.06%26,444CommonSOLE
89417E109TRVTRAVELERS CO(THE)$25.1M0.06%107,041CommonSOLE
89151E109TTENTOTALENERGIES SE$24.9M0.05%385,018CommonSOLE
863667101SYKSTRYKER CORP$24.8M0.05%68,739CommonSOLE
127190304CACICACI INTERNATIONAL$24.4M0.05%48,308CommonSOLE
94106L109WMWASTE MANAGEMENT INC$24.3M0.05%117,150CommonSOLE
872540109TJXTJX COMPANIES INC$23.7M0.05%201,920CommonSOLE
92343V104VZVERIZON COMMUNICATIO$22.9M0.05%510,073CommonSOLE
97717Y527USFRWISDOMTREE TRUST$22.8M0.05%453,972CommonSOLE
G8473T100STESTERIS PLC$21.4M0.05%88,330CommonSOLE
G29183103ETNEATON CORPORATION$21.4M0.05%64,606CommonSOLE
717081103PFEPFIZER INC$21.2M0.05%732,961CommonSOLE
852312305STAASTAAR SURGICAL CO$21.0M0.05%566,002CommonSOLE
032654105ADIANALOG DEVICES INC$20.8M0.05%90,525CommonSOLE
464287614IWFISHARES$20.8M0.05%55,376CommonSOLE
882508104TXNTEXAS INSTRUMENTS$20.7M0.05%100,366CommonSOLE
615369105MCOMOODYS CORP$20.5M0.05%43,288CommonSOLE
74340W103PLDPROLOGIS INC$20.4M0.04%161,224CommonSOLE
852234103XYZBLOCK INC$20.1M0.04%299,899CommonSOLE
57636Q104MAMASTERCARD INC$20.0M0.04%40,475CommonSOLE
464288646IGSBISHARES TR$19.9M0.04%378,483CommonSOLE
405552100HLNHALEON PLC$19.4M0.04%1,831,763CommonSOLE
482480100KLACKLA CORPORATION$19.4M0.04%25,023CommonSOLE
742718109PGPROCTER AND GAMBLE$18.9M0.04%109,312CommonSOLE
525558201LMATLEMAITRE VASCULAR$18.1M0.04%194,540CommonSOLE
369550108GDGENERAL DYNAMICS$18.0M0.04%59,459CommonSOLE
H01301128ALCALCON AG$17.9M0.04%179,146CommonSOLE
478160104JNJJOHNSON & JOHNSON$17.6M0.04%108,723CommonSOLE
833445109SNOWSNOWFLAKE INC$17.5M0.04%151,988CommonSOLE
053015103ADPAUTOMATIC DATA PROC$17.3M0.04%62,563CommonSOLE
G0250X107AMCRAMCOR PLC$17.1M0.04%1,509,995CommonSOLE
713448108PEPPEPSICO INC$17.0M0.04%99,916CommonSOLE
371901109GNTXGENTEX CORP$16.9M0.04%569,710CommonSOLE
842587107SOSOUTHERN CO$16.5M0.04%182,506CommonSOLE
25659T107DLBDOLBY LABORATORIES$16.0M0.04%208,652CommonSOLE
464287630IWNISHARES$14.7M0.03%87,996CommonSOLE
05278C107ATHMAUTOHOME INC$14.6M0.03%447,014CommonSHARED
464287663IUSVISHARES TR$14.4M0.03%150,432CommonSOLE
90384S303ULTAULTA BEAUTY INC$14.1M0.03%36,192CommonSOLE
464287499IWRISHARES$14.0M0.03%158,774CommonSOLE
553530106MSMMSC INDL DIRECT INC$13.7M0.03%159,423CommonSOLE
090043100BILLBILL HOLDINGS INC$13.7M0.03%259,554CommonSOLE
17275R102CSCOCISCO SYSTEMS INC$13.5M0.03%253,301CommonSOLE
58933Y105MRKMERCK & CO INC$13.0M0.03%114,053CommonSOLE
512816109LAMRLAMAR ADVERTISING$12.5M0.03%93,191CommonSOLE
191216100KOCOCA-COLA CO$12.4M0.03%172,654CommonSOLE
12572Q105CMECME GROUP INC$12.3M0.03%55,910CommonSOLE
929160109VMCVULCAN MATERIALS CO$12.2M0.03%48,864CommonSOLE
883556102TMOTHERMO FISHER SCI$11.7M0.03%18,887CommonSOLE
464287671IUSGISHARES TR$11.6M0.03%87,983CommonSOLE
25278X109FANGDIAMONDBACK ENERGY$11.1M0.02%64,359CommonSOLE
464287465EFAISHARES$10.9M0.02%129,941CommonSOLE
580135101MCDMCDONALDS CORP$10.9M0.02%35,693CommonSOLE
46429B663HDVISHARES$10.7M0.02%90,643CommonSOLE
343498101FLOFLOWERS FOODS INC$10.3M0.02%448,600CommonSOLE
344437405FONRFONAR CORP$10.2M0.02%629,829CommonSOLE
911312106UPSUNITED PARCEL SERVIC$10.1M0.02%73,726CommonSOLE
00790R104WMSADVANCED DRAINAGE$9.8M0.02%62,437CommonSOLE
464287226AGGISHARES TR$9.6M0.02%95,091CommonSOLE
15687V109CERTCERTARA INC$9.4M0.02%805,784CommonSOLE
704326107PAYXPAYCHEX INC$9.3M0.02%69,582CommonSOLE
494368103KMBKIMBERLY CLARK CORP$9.3M0.02%65,464CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$9.2M0.02%24,106CommonSOLE
G0896C103TBBBBBB FOODS INC$9.1M0.02%301,684CommonSHARED
464287655IWMISHARES$8.9M0.02%40,393CommonSOLE
G9440A109VSTAVASTA PLATFORM LIMIT$8.8M0.02%3,345,873CommonSOLE
02079K107GOOGALPHABET INC$8.8M0.02%52,422CommonSOLE
46137V357RSPINVESCO EXCHANGETRAD$8.7M0.02%48,715CommonSOLE
681919106OMCOMNICOM GROUP INC$8.6M0.02%82,997CommonSOLE
78648T100SAFTSAFETY INS GROUP INC$8.2M0.02%100,196CommonSOLE
464288414MUBISHARES TR$7.7M0.02%70,922CommonSOLE
74144T108TROWPRICE T ROWE GROUP$7.7M0.02%70,249CommonSOLE
05534B760BCEBCE INC$7.5M0.02%215,770CommonSOLE
81369Y860XLRESELECT SECTOR SPDR T$7.5M0.02%167,154CommonSOLE
031162100AMGNAMGEN INC$7.4M0.02%22,865CommonSOLE
803054204SAPSAP SE$7.2M0.02%31,216CommonSOLE
217204106CPRTCOPART INC$7.1M0.02%135,528CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY$7.1M0.02%87,827CommonSOLE
464287507IJHISHARES TRUST$6.9M0.02%110,682CommonSOLE
464288356CMFISHARES TR$6.7M0.01%115,493CommonSOLE
58155Q103MCKMCKESSON CORP$6.6M0.01%13,359CommonSOLE
254687106DISWALT DISNEY CO$6.4M0.01%66,226CommonSOLE
92532F100VRTXVERTEX PHARMA$6.1M0.01%13,101CommonSOLE
75886F107REGNREGENERON PHARMCTCLS$6.0M0.01%5,746CommonSOLE
058498106BALLBALL CORP$5.8M0.01%85,858CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$5.8M0.01%10,056CommonSOLE
12514G108CDWCDW CORP$5.8M0.01%25,466CommonSOLE
464287622IWBISHARES$5.7M0.01%18,224CommonSOLE
40434L105HPQHP INC$5.4M0.01%151,120CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$5.1M0.01%24,211CommonSOLE
92204A504VHTVANGUARD WORLD FDS$5.0M0.01%17,685CommonSOLE
00724F101ADBEADOBE INC$5.0M0.01%9,598CommonSOLE
88160R101TSLATESLA INC$4.8M0.01%18,470CommonSOLE
855244109SBUXSTARBUCKS CORP$4.8M0.01%48,726CommonSOLE
904767704UNILEVER PLC$4.5M0.01%69,193CommonSOLE
464288687PFFISHARES TR$4.5M0.01%135,332CommonSOLE
21036P108STZCONSTELLATION BRANDS$4.5M0.01%17,416CommonSOLE
464287598IWDISHARES$4.4M0.01%23,230CommonSOLE
780087102RYROYAL BANK CDA$4.3M0.01%34,712CommonSOLE
513272104LWLAMB WESTON HLDGS$4.3M0.01%66,628CommonSOLE
922042858VWOVANGUARD FTSE$4.2M0.01%88,641CommonSOLE
166764100CVXCHEVRON CORP$4.2M0.01%28,409CommonSOLE
28176E108EWEDWARDS LIFESCIENCE$4.2M0.01%63,360CommonSOLE
464287481IWPISHARES$4.2M0.01%35,398CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$4.1M0.01%109,187CommonSOLE
N07059210ASMLASML HLDS NV NY$3.9M0.01%4,632CommonSOLE
23331A109DHID R HORTON INC$3.8M0.01%19,885CommonSOLE
871829107SYYSYSCO CORP$3.8M0.01%48,585CommonSOLE
464287721IYWISHARES TR$3.7M0.01%24,440CommonSOLE
03073E105CORCENCORA INC$3.4M0.01%15,221CommonSOLE
59156R108METMETLIFE INC$3.4M0.01%41,300CommonSOLE
744320102PRUPRUDENTIAL FINL$3.3M0.01%27,496CommonSOLE
337738108FISVFISERV INC$3.3M0.01%18,114CommonSOLE
464287648IWOISHARES$3.3M0.01%11,441CommonSOLE
78463X202FEZSPDR INDX SH FUNDS$3.2M0.01%60,309CommonSOLE
931142103WMTWALMART INC$3.2M0.01%39,409CommonSOLE
670100205NVONOVO-NORDISK AS$3.2M0.01%26,667CommonSOLE
G25839104CCEPCOCA-COLA EUROPACI$3.2M0.01%40,180CommonSOLE
464287523SOXXISHARES TR$3.2M0.01%13,672CommonSOLE
48581R205KSPIKASPI KZ JSC$3.1M0.01%29,313CommonSHARED
98149E303GLDMWORLD GOLD TR$3.1M0.01%59,063CommonSOLE
060505104BACBANK OF AMERICA CORP$3.1M0.01%77,155CommonSOLE
237194105DRIDARDEN RESTAURANT$3.0M0.01%18,384CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR$3.0M0.01%17,180CommonSOLE
857477103STTSTATE STREET CORP$3.0M0.01%33,417CommonSOLE
44107P104HSTHOST HOTELS & RESRTS$3.0M0.01%167,615CommonSOLE
384802104GWWGRAINGER W W INC$2.9M0.01%2,834CommonSOLE
G38644103GCTGIGACLOUD TECHNOLOGY$2.9M0.01%127,919CommonSOLE
03076C106AMPAMERIPRISE FINANCIAL$2.9M0.01%6,155CommonSOLE
464287168DVYISHARES$2.9M0.01%21,110CommonSOLE
87612E106TGTTARGET CORPORATION$2.8M0.01%18,009CommonSOLE
74762E102QUREQUANTA SVCS INC$2.8M0.01%9,361CommonSOLE
G6095L109APTIV PLC$2.8M0.01%38,758CommonSOLE
911363109URIUNITED RENTALS INC$2.7M0.01%3,370CommonSOLE
45784P101PODDINSULET CORP$2.7M0.01%11,630CommonSOLE
922908553VNQVANGUARD SPECIALIZED$2.7M0.01%27,409CommonSOLE
30225T102EXREXTRA SPACE STORAGE$2.7M0.01%14,740CommonSOLE
609207105MDLZMONDELEZ INTL INC$2.6M0.01%35,819CommonSOLE
907818108UNPUNION PAC CORP$2.6M0.01%10,665CommonSOLE
231021106CMICUMMINS INC$2.6M0.01%8,095CommonSOLE
72201R833MINTPIMCO ENHANCED SHORT$2.6M0.01%26,011CommonSOLE
03027X100AMTAMERICAN TOWER CORP$2.6M0.01%11,232CommonSOLE
833034101SNASNAP-ON INC$2.6M0.01%8,939CommonSOLE
501889208LKQLKQ CORP$2.6M0.01%63,894CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY$2.5M0.01%5,520CommonSOLE
902973304USBUS BANCORP DEL$2.5M0.01%55,131CommonSOLE
902494103TSNTYSON FOODS INC$2.4M0.01%41,114CommonSOLE
718172109PMPHILIP MORRIS INTL$2.4M0.01%19,899CommonSOLE
G5960L103MDTMEDTRONIC PLC$2.4M0.01%26,753CommonSOLE
053484101AVBAVALONBAY COMMUNTIES$2.3M0.01%10,225CommonSOLE
817565104SCISERVICE CORP INTL$2.3M0.01%29,048CommonSOLE
002824100ABTABBOTT LABS$2.3M0.01%19,975CommonSOLE
464287564ICFISHARES TR$2.3M0.01%34,387CommonSOLE
126650100CVSCVS HEALTH CORP$2.2M0.00%35,311CommonSOLE
43300A203HLTHILTON WRLDWDE HLDGS$2.2M0.00%9,585CommonSOLE
45337C102INCYINCYTE CORPORATION$2.2M0.00%33,388CommonSOLE
015271109AREALEXANDRIA REAL ESTA$2.2M0.00%18,297CommonSOLE
59522J103MAAMID-AMER APT CMNTYS$2.2M0.00%13,624CommonSOLE
744573106PEGPUBLIC SVC ENTERPR$2.2M0.00%24,235CommonSOLE
252131107DXCMDEXCOM INC$2.1M0.00%31,852CommonSOLE
297178105ESSESSEX PPTY TR INC$2.1M0.00%7,115CommonSOLE
N3167Y103RACEFERRARI N V$2.1M0.00%4,439CommonSOLE
922908652VXFVANGUARD INDEX TR$2.1M0.00%11,449CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY$2.1M0.00%3CommonSOLE
464287234EEMISHARES$2.1M0.00%45,049CommonSOLE
03662Q105AKXANSYS INC$2.1M0.00%6,439CommonSOLE
20717M1038QRCONFLUENT INC$2.0M0.00%99,986CommonSOLE
922908769VTIVANGUARD INDEX TR$2.0M0.00%6,961CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPT$1.9M0.00%27,198CommonSOLE
922908363VOOVANGUARD INDEX FDS$1.9M0.00%3,637CommonSOLE
20825C104COPCONOCOPHILLIPS$1.9M0.00%18,193CommonSOLE
57060D108MKTXMARKETAXESS HLDGS$1.9M0.00%7,464CommonSOLE
464287689IWVISHARES$1.9M0.00%5,789CommonSOLE
925652109VICIVICI PPTYS INC$1.8M0.00%54,875CommonSOLE
37940X102GPNGLOBAL PAYMENTS INC$1.8M0.00%17,564CommonSOLE
464288638IGIBISHARES TR$1.8M0.00%33,497CommonSOLE
009158106APDAIR PRODS & CHEMS$1.8M0.00%5,933CommonSOLE
37954Y475XYLDGLOBAL X FUNDS$1.8M0.00%42,193CommonSOLE
233331107DTEDTE ENERGY CO$1.7M0.00%13,511CommonSOLE
313745101FRTFEDERAL RLTY INVT TR$1.7M0.00%14,416CommonSOLE
91913Y100VLOVALERO ENERGY CORP$1.6M0.00%11,641CommonSOLE
452308109ITWILLINOIS TOOL WORKS$1.5M0.00%5,871CommonSOLE
31428X106FDXFEDEX CORP$1.5M0.00%5,599CommonSOLE
46434G814EWMISHARES INC$1.5M0.00%54,655CommonSOLE
46090E103QQQINVESCO QQQ TR$1.5M0.00%3,011CommonSOLE
60770K107MRNAMODERNA INC$1.5M0.00%21,719CommonSHARED
110122108BMYBRISTOL MYERS SQUIBB$1.4M0.00%27,836CommonSOLE
071813109BAXBAXTER INTL INC$1.4M0.00%37,110CommonSOLE
29444U700EQIXEQUINIX INC$1.4M0.00%1,584CommonSOLE
00214Q104ARKKARK ETF TRUST ARK$1.4M0.00%29,149CommonSOLE
78463V107GLDSPDR GOLD TR$1.4M0.00%5,645CommonSOLE
922042718VSSVANGUARD INTL EQUITY$1.4M0.00%10,772CommonSOLE
22160K105COSTCOSTCO WHSL CORP$1.3M0.00%1,511CommonSOLE
02665T306AMHAMERICAN HOMES 4 R$1.3M0.00%34,671CommonSOLE
92204A702VGTVANGUARD SECTOR INDE$1.3M0.00%2,192CommonSOLE
150870103CECELANESE CORP$1.3M0.00%9,390CommonSOLE
922908736VUGVANGUARD INDEX TR$1.2M0.00%3,130CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.2M0.00%10,000CommonSOLE
88262P102TPLTEXAS PACIFIC LAND$1.2M0.00%1,302CommonSOLE
66987V109NVSNOVARTIS AG$1.1M0.00%9,900CommonSOLE
46434G822EWJISHARES INC$1.1M0.00%15,765CommonSOLE
40415F101HDBHDFC BANK LTD$1.1M0.00%17,184CommonSOLE
427866108HSYTHE HERSHEY COMPANY$1.1M0.00%5,600CommonSOLE
74624M102PPURE STORAGE INC$1.1M0.00%21,354CommonSOLE
464287473IWSISHARES$1.1M0.00%8,052CommonSOLE
464287762IYHISHARES$991,5980.00%15,258CommonSOLE
464287556IBBISHARES TR$977,4910.00%6,713CommonSOLE
46429B689EFAVISHARES TR$964,9030.00%12,561CommonSOLE
260003108DOVDOVER CORP$958,7000.00%5,000CommonSOLE
464287606IJKISHARES$926,8730.00%10,083CommonSOLE
25861R204CAPEDOUBLELINE ETF TRUST$856,1430.00%28,864CommonSOLE
980228308WDSWOODSIDE ENERGY GRP$850,4490.00%49,330CommonSOLE
464285204IAUISHARES GOLD TRUST$826,4950.00%16,637CommonSOLE
636274409NGGNATIONAL GRID$823,5690.00%11,821CommonSOLE
80105N105SNYSANOFI$770,3400.00%13,367CommonSOLE
110448107BTIBRITISH AMER TOB PLC$752,8160.00%20,580CommonSOLE
486606106KYNKAYNE ANDERSON$745,7750.00%67,797CommonSOLE
715684106TLKPT TELEKOMUNIKAS IND$740,4640.00%37,435CommonSOLE
45104G104IBNICICI BK LTD$706,7660.00%23,677CommonSOLE
922475108VEEVVEEVA SYSTEMS INC$697,7680.00%3,324CommonSOLE
767204100RIORIO TINTO PLC$663,7070.00%9,325CommonSOLE
37733W204GSKGSK PLC$648,2910.00%15,858CommonSOLE
780259305SHELSHELL PLC$646,4830.00%9,802CommonSOLE
17133Q502CHTCHUNGHWA TELECOM$637,2190.00%16,063CommonSOLE
G0403H108AONAON PLC$615,4910.00%1,778CommonSOLE
025816109AXPAMERICAN EXPRESS CO$600,3320.00%2,213CommonSOLE
500472303PHGKONINKLIJKE PHIL NV$556,2200.00%16,999CommonSOLE
922042874VGKVANGUARD INTL EQ IND$555,2770.00%7,812CommonSOLE
007903107AMDADV MICRO DEVICES$469,5230.00%2,861CommonSOLE
46432F842IEFAISHARES TR$435,4910.00%5,585CommonSOLE
464287309IVWISHARES$426,9480.00%4,458CommonSOLE
052769106ADSKAUTODESK INC$418,0360.00%1,517CommonSOLE
055622104BPBP PLC$399,2010.00%12,717CommonSOLE
92857W308VODVODAFONE GRP PLC$374,7490.00%37,400CommonSOLE
46436E718SGOVISHARES TRUST$371,2010.00%3,685CommonNONE
036752103ELVELEVANCE HEALTH INC$368,6800.00%709CommonSOLE
78464A805SPTMSPDR SERIES TRUST$357,9350.00%5,106CommonSOLE
922908744VTVVANGUARD INDEX TR$353,2030.00%2,022CommonSOLE
46434G780EWSISHARES INC$343,8360.00%15,477CommonSOLE
922908629VOVANGUARD INDEX TR$335,5660.00%1,272CommonSOLE
464287150ITOTISHARES TRUST CORE$330,8890.00%2,633CommonSOLE
25434V708DFACDIMENSIONAL ETF TRST$330,6870.00%9,640CommonSOLE
88579Y101MMM3M COMPANY$328,0800.00%2,400CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGS$325,6480.00%2,049CommonSOLE
G3323L100FNFABRINET$322,0310.00%1,362CommonSOLE
921943858VEAVANGUARD TAX MANAGED$307,0850.00%5,816CommonSOLE
527064109LESLIES INC$300,8320.00%95,200CommonSOLE
26441C204DUKDUKE ENERGY CORP$296,8490.00%2,574CommonSOLE
72201R783HYSPIMCO ETF TRUST$287,0540.00%3,008CommonSOLE
315912808ONEQFIDELITY COMWLTH TR$272,2930.00%3,800CommonSOLE
79466L302CRMSALESFORCE INC$271,1750.00%990CommonSOLE
291011104EMREMERSON ELEC CO$265,0330.00%2,423CommonSOLE
464289438IWYISHARES$263,9900.00%1,200CommonSOLE
46432F339QUALISHARES TR$262,1070.00%1,462CommonSOLE
949746101WMT2WELLS FARGO & CO$248,5460.00%4,399CommonSOLE
27828G107XEVTXEATON VANCE TAX ADVT$246,9000.00%10,000CommonSOLE
617446448MSMORGAN STANLEY$235,2700.00%2,257CommonSOLE
354613101BENFRANKLIN RES INC$234,0420.00%11,615CommonSOLE
336920103FPXFIRST TR$226,1280.00%2,050CommonSOLE
464287242LQDISHARES$220,5630.00%1,953CommonSOLE
808524797SCHDSCHWAB STRATEGIC T$218,5360.00%2,585CommonSOLE
75513E101RTXRTX CORPORATION$214,9890.00%1,774CommonSOLE
464287804IJRISHARES TR$213,8380.00%1,828CommonSOLE
756109104OREALTY INCOME CORP$210,0590.00%3,312CommonSOLE
78464A102XNTKSPDR SERIES TRUST$208,2530.00%1,054CommonSOLE
749685103RPMRPM INTERNATIONAL$207,1520.00%1,712CommonSOLE
37045V100GMGENERAL MOTORS CO$207,0260.00%4,617CommonSOLE
501044101KRKROGER CO$205,7070.00%3,590CommonSOLE
56585A102MPCMARATHON PETROLEUM$198,9130.00%1,221CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE$198,3190.00%1,023CommonSOLE
988498101YUMYUM BRANDS INC$198,0600.00%1,417CommonSOLE
37954Y293MLPXGLOBAL X FDS$192,5330.00%3,549CommonSOLE
92840M102VSTVISTRA CORP$192,4190.00%1,623CommonSOLE
464289180EUFNISHARES$190,1590.00%7,683CommonSOLE
92189F676SMHVANECK ETF TR$190,1560.00%774CommonSOLE
55405Y100MTSIMACOM TECH SOLUTIONS$189,1420.00%1,700CommonSOLE
595112103MUMICRON TECHNOLOGY$185,0000.00%1,783CommonSOLE
128125101CSQCALAMOS STRATEGIC TO$174,5930.00%10,063CommonSOLE
620076307MSIMOTOROLA SOLUTIONS$174,4560.00%388CommonSOLE
98419M100XYLXYLEM INC$170,5430.00%1,263CommonSHARED
91529Y106UNMUNUM GROUP$169,8910.00%2,858CommonSOLE
464288588MBBISHARES TR$168,2780.00%1,754CommonSOLE
099502106BAHBOOZ ALLEN HAMILTO$166,5030.00%1,023CommonSOLE
19248A109UTFCOHEN & STEERS INFRA$161,8020.00%6,216CommonSOLE
64828T201RITMRITHM CAPITAL CORP$160,3070.00%14,124CommonSOLE
172908105CTASCINTAS CORP$157,2920.00%764CommonSOLE
316092808FTECFIDELITY COVINGTON T$157,1420.00%901CommonSOLE
759509102RSRELIANCE INC$157,0220.00%542CommonSOLE
038222105AMATAPPLIED MATERIALS$155,9410.00%771CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT$153,1400.00%1,226CommonSOLE
98389B100XELXCEL ENERGY INC$147,6860.00%2,261CommonSOLE
09260D107BXBLACKSTONE INC$147,0490.00%960CommonSOLE
81369Y308XLPSELECT SECTOR SPDR$142,2290.00%1,713CommonSOLE
78464A409SPYGSPDR DJ WL LG CP GR$141,2230.00%1,703CommonSOLE
46429B697USMVISHARES TR$139,6780.00%1,529CommonSOLE
16411R208LNGCHENIERE ENERGY INC$136,8580.00%761CommonSOLE
76169C100REXRREXFORD INDUSTRIAL$135,8370.00%2,700CommonSOLE
46266C105IQVIQVIA HOLDINGS INC$135,2230.00%570CommonSOLE
922908611VBRVANGUARD INDEX TR$131,2140.00%653CommonSOLE
31946M103FCNCAFIRST CITIZENS BANCS$131,0280.00%71CommonSOLE
34959E109FTNTFORTINET INC$129,5240.00%1,670CommonSOLE
745867101PHMPULTEGROUP INC$128,7170.00%896CommonSOLE
747525103QCOMQUALCOMM INC$128,0410.00%752CommonSOLE
78467X109DIASPDR DOW JONES INDL$126,9450.00%300CommonSOLE
01609W102BABAALIBABA GROUP HLDG$120,9880.00%1,140CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$119,9640.00%147CommonSOLE
02005N100ALLYALLY FINL INC$119,7420.00%3,364CommonSOLE
37954Y715BOTZGLOBAL X FDS$118,4360.00%3,677CommonSOLE
464287705IJJISHARES$116,2800.00%941CommonSOLE
922908637VVVANGUARD INDEX TR$116,2610.00%441CommonSOLE
82489W107SHLSSHOALS TECHNOLOGIES$114,8820.00%20,478CommonSOLE
125523100CITHE CIGNA GROUP$113,1410.00%326CommonSOLE
697435105PANWPALO ALTO NETWORKS$112,5270.00%329CommonSOLE
G23773107CWCOCONSOLIDATED WATR CO$109,5880.00%4,347CommonSHARED
92204A801VAWVANGUARD SECTOR INDE$108,9170.00%515CommonSOLE
922908751VBVANGUARD INDEX TR$105,5900.00%445CommonSOLE
81369Y803XLKSELECT SECTOR SPDR$104,5470.00%463CommonSOLE
718546104PSXPHILLIPS 66$102,9970.00%783CommonSOLE
464288711JXIISHARES$102,5990.00%1,452CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$100,7010.00%172CommonSOLE
500767678KRBNKRANESHARES TR$99,5800.00%3,127CommonSOLE

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.