MondegarAI
Cannell & Spears LLC

Q1 2025 · 13F-HR

Cannell & Spears LLCholdings as filed

Filed 2025-05-14 · accession 0001420506-25-001065

$4.64B
Reported value
390
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$292.6M6.30%779,550CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$186.8M4.02%350,731CommonSOLE
037833100AAPLAPPLE INC$178.1M3.84%801,903CommonSOLE
02079K107GOOGALPHABET INC$161.6M3.48%1,034,567CommonSOLE
023135106AMZNAMAZON COM INC$113.8M2.45%597,887CommonSOLE
11271J107BNBROOKFIELD CORP$100.4M2.16%1,916,061CommonSOLE
H1467J104CBCHUBB LIMITED$93.5M2.01%309,759CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$87.1M1.88%1,166,025CommonSOLE
235851102DHRDANAHER CORPORATION$73.8M1.59%360,109CommonSOLE
002824100ABTABBOTT LABS$71.6M1.54%539,923CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$68.3M1.47%613,838CommonSOLE
G25508105CRHCRH PLC$64.7M1.39%735,303CommonSOLE
02079K305GOOGLALPHABET INC$64.3M1.38%415,828CommonSOLE
G3730V105FTAIFTAI AVIATION LTD$63.9M1.38%575,428CommonSOLE
45259A761BEEXTIDAL TRUST III$62.7M1.35%2,823,580CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$62.6M1.35%255,111CommonSOLE
26884L109EQTEQT CORP$61.0M1.31%1,142,582CommonSOLE
68389X105ORCLORACLE CORP$61.0M1.31%436,602CommonSOLE
601137102MRPMILLROSE PPTYS INC$57.8M1.24%2,179,366CommonSOLE
37045V100GMGENERAL MTRS CO$57.3M1.23%1,218,142CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$55.5M1.19%58,630CommonSOLE
G9618E107WTMWHITE MTNS INS GROUP LTD$55.2M1.19%28,668CommonSOLE
00287Y109ABBVABBVIE INC$54.8M1.18%261,623CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$52.0M1.12%720,554CommonSOLE
83001C108FUNSIX FLAGS ENTERTAINMENT CORP$51.8M1.11%1,451,010CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$49.9M1.07%289,103CommonSOLE
609207105MDLZMONDELEZ INTL INC$48.3M1.04%712,020CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$46.5M1.00%93,473CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$45.2M0.97%416,959CommonSOLE
G0403H108AONAON PLC$43.0M0.93%107,698CommonSOLE
30303M102METAMETA PLATFORMS INC$43.0M0.93%74,535CommonSOLE
983793100XPOXPO INC$42.4M0.91%394,503CommonSOLE
872540109TJXTJX COS INC NEW$41.7M0.90%342,007CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$40.9M0.88%64,526CommonSOLE
504922105LHLABCORP HOLDINGS INC$38.3M0.82%164,417CommonSOLE
337738108FISVFISERV INC$37.5M0.81%169,705CommonSOLE
254687106DISDISNEY WALT CO$36.4M0.78%369,087CommonSOLE
20030N101CMCSACOMCAST CORP NEW$36.3M0.78%984,033CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$35.9M0.77%45CommonSOLE
34959J108FTVFORTIVE CORP$33.4M0.72%456,696CommonSOLE
437076102HDHOME DEPOT INC$33.4M0.72%91,139CommonSOLE
74762E102QUREQUANTA SVCS INC$33.2M0.71%130,577CommonSOLE
548661107LOWLOWES COS INC$33.1M0.71%142,011CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$32.5M0.70%470,567CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$31.2M0.67%428,033CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$30.6M0.66%326,226CommonSOLE
478160104JNJJOHNSON & JOHNSON$30.5M0.66%183,892CommonSOLE
58933Y105MRKMERCK & CO INC$30.1M0.65%335,057CommonSOLE
032654105ADIANALOG DEVICES INC$29.9M0.64%148,263CommonSOLE
166764100CVXCHEVRON CORP NEW$29.7M0.64%177,505CommonSOLE
00724F101ADBEADOBE INC$29.1M0.63%75,746CommonSOLE
31428X106FDXFEDEX CORP$28.4M0.61%116,467CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$28.1M0.61%335,017CommonSOLE
11135F101AVGOBROADCOM INC$27.8M0.60%165,891CommonSOLE
00912X302ALAIR LEASE CORP$26.7M0.57%552,733CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$26.4M0.57%59,004CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$26.0M0.56%85,207CommonSOLE
351858105FNVFRANCO NEV CORP$25.8M0.56%163,893CommonSOLE
009158106APDAIR PRODS & CHEMS INC$25.8M0.56%87,463CommonSOLE
11285B108BEPCBROOKFIELD RENEWABLE CORP$25.8M0.55%922,744CommonSOLE
98419M100XYLXYLEM INC$25.6M0.55%214,345CommonSOLE
452327109ILMNILLUMINA INC$25.2M0.54%318,074CommonSOLE
228368106CCKCROWN HLDGS INC$25.2M0.54%282,161CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$25.1M0.54%386,421CommonSOLE
76131D103QSRRESTAURANT BRANDS INTL INC$23.8M0.51%357,655CommonSOLE
191216100KOCOCA COLA CO$22.6M0.49%315,518CommonSOLE
438516106HONHONEYWELL INTL INC$22.4M0.48%105,984CommonSOLE
526057104LENLENNAR CORP$21.9M0.47%190,602CommonSOLE
81762P102NOWSERVICENOW INC$21.4M0.46%26,830CommonSOLE
30231G102XOMEXXON MOBIL CORP$21.1M0.45%177,448CommonSOLE
74340W103PLDPROLOGIS INC.$21.1M0.45%188,322CommonSOLE
713448108PEPPEPSICO INC$21.0M0.45%139,848CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$20.9M0.45%84,472CommonSOLE
871829107SYYSYSCO CORP$20.5M0.44%273,702CommonSOLE
47233W109JEFJEFFERIES FINL GROUP INC$20.4M0.44%380,243CommonSOLE
08579W103BERYEURBERRY GLOBAL GROUP INC$19.5M0.42%279,579CommonSOLE
G8068L108SNSHARKNINJA INC$17.8M0.38%213,090CommonSOLE
75513E101RTXRTX CORPORATION$17.8M0.38%134,090CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$16.6M0.36%80,113CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$16.6M0.36%271,869CommonSOLE
375916103GILGILDAN ACTIVEWEAR INC$15.9M0.34%360,635CommonSOLE
40412C101HCAHCA HEALTHCARE INC$15.6M0.34%45,117CommonSOLE
85207H104PHYSSPROTT PHYSICAL GOLD TR$14.8M0.32%615,590CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$14.1M0.30%7,592CommonSOLE
85208R101CEFSPROTT PHYSICAL GOLD & SILVE$13.7M0.30%483,025CommonSOLE
742718109PGPROCTER AND GAMBLE CO$13.3M0.29%77,954CommonSOLE
001055102AFLAFLAC INC$12.7M0.27%114,478CommonSOLE
907818108UNPUNION PAC CORP$12.5M0.27%52,983CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$12.4M0.27%236,473CommonSOLE
724479100PBIPITNEY BOWES INC$12.0M0.26%1,323,072CommonSOLE
036752103ELVELEVANCE HEALTH INC$11.4M0.25%26,228CommonSOLE
698884103PARPAR TECHNOLOGY CORP$10.9M0.23%177,022CommonSOLE
875465106SKTTANGER INC$10.8M0.23%318,520CommonSOLE
67066G104NVDANVIDIA CORPORATION$10.7M0.23%98,523CommonSOLE
922908363VOOVANGUARD INDEX FDS$10.3M0.22%20,045CommonSOLE
369604301GEGE AEROSPACE$10.2M0.22%51,185CommonSOLE
244199105DEDEERE & CO$10.2M0.22%21,646CommonSOLE
075887109BDXBECTON DICKINSON & CO$10.0M0.22%43,865CommonSOLE
05464T104AXSMAXSOME THERAPEUTICS INC$9.8M0.21%84,264CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$9.5M0.21%38,317CommonSOLE
058498106BALLBALL CORP$9.4M0.20%179,990CommonSOLE
G3265R107APTVAPTIV PLC$8.8M0.19%147,066CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$8.6M0.19%15,372CommonSOLE
92826C839VVISA INC$8.5M0.18%24,138CommonSOLE
695156109PKGPACKAGING CORP AMER$8.1M0.17%40,916CommonSOLE
464287622IWBISHARES TR$8.0M0.17%25,996CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$7.7M0.17%14,099CommonSOLE
23331A109DHID R HORTON INC$7.7M0.17%60,765CommonSOLE
80013R206AYS1SANDSTORM GOLD LTD$7.7M0.17%1,021,905CommonSOLE
17275R102CSCOCISCO SYS INC$7.7M0.17%124,913CommonSOLE
650111107NYTNEW YORK TIMES CO$7.4M0.16%149,418CommonSOLE
87724P106TMHCTAYLOR MORRISON HOME CORP$7.2M0.15%119,219CommonSOLE
458140100INTCINTEL CORP$7.0M0.15%310,100CommonSOLE
34354P105FLSFLOWSERVE CORP$6.6M0.14%135,032CommonSOLE
717081103PFEPFIZER INC$6.6M0.14%260,051CommonSOLE
149123101CATCATERPILLAR INC$6.3M0.13%19,009CommonSOLE
G87110105FTITECHNIPFMC PLC$6.0M0.13%188,826CommonSOLE
G16252101BIPBROOKFIELD INFRAST PARTNERS$5.9M0.13%198,340CommonSOLE
46266C105IQVIQVIA HLDGS INC$5.8M0.13%33,113CommonSOLE
931142103WMTWALMART INC$5.8M0.13%66,371CommonSOLE
718172109PMPHILIP MORRIS INTL INC$5.7M0.12%35,743CommonSOLE
011532108AGIALAMOS GOLD INC NEW$5.6M0.12%208,763CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$5.4M0.12%65,076CommonSOLE
49926D109KNKNOWLES CORP$5.4M0.12%357,576CommonSOLE
291011104EMREMERSON ELEC CO$5.4M0.12%49,175CommonSOLE
88579Y101MMM3M CO$5.3M0.11%35,901CommonSOLE
889478103TOLTOLL BROTHERS INC$5.2M0.11%49,042CommonSOLE
68827L101OREUROSISKO GOLD ROYALTIES LTD$5.2M0.11%244,238CommonSOLE
219350105GLWCORNING INC$5.1M0.11%110,408CommonSOLE
917047102URBNURBAN OUTFITTERS INC$4.9M0.11%94,022CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$4.9M0.11%35,926CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$4.7M0.10%60,832CommonSOLE
09260D107BXBLACKSTONE INC$4.7M0.10%33,324CommonSOLE
163072101CAKECHEESECAKE FACTORY INC$4.7M0.10%95,585CommonSOLE
071813109BAXBAXTER INTL INC$4.6M0.10%135,822CommonSOLE
922908769VTIVANGUARD INDEX FDS$4.6M0.10%16,666CommonSOLE
852066208SIISPROTT INC$4.5M0.10%100,800CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$4.5M0.10%31,708CommonSOLE
670100205NVONOVO-NORDISK A S$4.4M0.10%63,825CommonSOLE
811707801SBCFSEACOAST BKG CORP FLA$4.4M0.09%171,242CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$4.3M0.09%8,545CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$4.2M0.09%48,457CommonSOLE
031162100AMGNAMGEN INC$4.1M0.09%13,301CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$4.1M0.09%23,801CommonSOLE
067901108ABXBARRICK GOLD CORP$4.1M0.09%211,923CommonSOLE
85207K107PSLVSPROTT PHYSICAL SILVER TR$4.1M0.09%353,000CommonSOLE
23918K108DVADAVITA INC$4.0M0.09%25,895CommonSOLE
260003108DOVDOVER CORP$3.9M0.08%22,423CommonSOLE
55903Q104MQ8MAG SILVER CORP$3.9M0.08%256,700CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$3.9M0.08%7,417CommonSOLE
72352L106PINSPINTEREST INC$3.8M0.08%124,101CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$3.8M0.08%7,023CommonSOLE
278865100ECLECOLAB INC$3.8M0.08%15,101CommonSOLE
45168D104IDXXIDEXX LABS INC$3.8M0.08%9,072CommonSOLE
143130102KMXCARMAX INC$3.8M0.08%48,713CommonSOLE
387328107GVAGRANITE CONSTR INC$3.7M0.08%48,766CommonSOLE
570535104MKLMARKEL GROUP INC$3.6M0.08%1,948CommonSOLE
78409V104SPGIS&P GLOBAL INC$3.6M0.08%7,035CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$3.5M0.08%103,360CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$3.5M0.07%19,306CommonSOLE
780287108RGLDROYAL GOLD INC$3.3M0.07%20,327CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$3.3M0.07%15,605CommonSOLE
532457108LLYELI LILLY & CO$3.2M0.07%3,935CommonSOLE
172967424CCITIGROUP INC$3.1M0.07%44,035CommonSOLE
968223206WLYWILEY JOHN & SONS INC$3.1M0.07%68,771CommonSOLE
78463V107GLDSPDR GOLD TR$3.0M0.07%10,576CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$3.0M0.07%2,289CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$2.9M0.06%41,485CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$2.9M0.06%4,909CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$2.9M0.06%100,069CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$2.7M0.06%24,637CommonSOLE
74624M102PPURE STORAGE INC$2.6M0.06%59,634CommonSOLE
651639106NEMNEWMONT CORP$2.6M0.06%53,238CommonSOLE
457985208IARTINTEGRA LIFESCIENCES HLDGS C$2.6M0.06%116,630CommonSOLE
29273V100ETENERGY TRANSFER L P$2.5M0.05%137,147CommonSOLE
G0692U109AXSAXIS CAP HLDGS LTD$2.5M0.05%24,524CommonSOLE
941848103WATWATERS CORP$2.4M0.05%6,640CommonSOLE
580135101MCDMCDONALDS CORP$2.4M0.05%7,697CommonSOLE
461202103INTUINTUIT$2.4M0.05%3,849CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$2.3M0.05%6,722CommonSOLE
464287614IWFISHARES TR$2.3M0.05%6,483CommonSOLE
025816109AXPAMERICAN EXPRESS CO$2.2M0.05%8,244CommonSOLE
29250N105ENBENBRIDGE INC$2.2M0.05%49,500CommonSOLE
496902404KGCKINROSS GOLD CORP$2.2M0.05%173,538CommonSOLE
780259305SHELSHELL PLC$2.2M0.05%29,509CommonSOLE
65345N106NNNEXTNAV INC$2.2M0.05%177,048CommonSOLE
65339F101NEENEXTERA ENERGY INC$2.1M0.05%29,922CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$2.0M0.04%4,093CommonSOLE
665859104NTRSNORTHERN TR CORP$2.0M0.04%20,400CommonSOLE
37940X102GPNGLOBAL PMTS INC$2.0M0.04%20,039CommonSOLE
231021106CMICUMMINS INC$1.9M0.04%6,152CommonSOLE
441593100HLIHOULIHAN LOKEY INC$1.9M0.04%11,608CommonSOLE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$1.7M0.04%35,863CommonSOLE
863667101SYKSTRYKER CORPORATION$1.7M0.04%4,654CommonSOLE
55336V100MPLXMPLX LP$1.7M0.04%32,200CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$1.7M0.04%18,234CommonSOLE
20825C104COPCONOCOPHILLIPS$1.7M0.04%16,178CommonSOLE
68404L201OPCHOPTION CARE HEALTH INC$1.6M0.03%46,211CommonSOLE
718546104PSXPHILLIPS 66$1.6M0.03%12,947CommonSOLE
46090E103QQQINVESCO QQQ TR$1.6M0.03%3,306CommonSOLE
94106L109WMWASTE MGMT INC DEL$1.5M0.03%6,658CommonSOLE
872590104TMUST-MOBILE US INC$1.5M0.03%5,636CommonSOLE
896239100TRMBTRIMBLE INC$1.5M0.03%22,703CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$1.5M0.03%32,206CommonSOLE
64828T201RITMRITHM CAPITAL CORP$1.5M0.03%127,000CommonSOLE
969457100WMBWILLIAMS COS INC$1.4M0.03%24,113CommonSOLE
902973304USBUS BANCORP DEL$1.4M0.03%33,812CommonSOLE
G5960L103MDTMEDTRONIC PLC$1.4M0.03%15,851CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$1.4M0.03%5,872CommonSOLE
104674106BRCBRADY CORP$1.4M0.03%19,593CommonSOLE
905400107UNBUNION BANKSHARES INC$1.3M0.03%42,080CommonSOLE
65342K105NEXTNEXTDECADE CORP$1.3M0.03%169,750CommonSOLE
654106103NKENIKE INC$1.3M0.03%20,527CommonSOLE
464287556IBBISHARES TR$1.3M0.03%9,988CommonSOLE
F21107101CSTMCONSTELLIUM SE$1.3M0.03%125,882CommonSOLE
369550108GDGENERAL DYNAMICS CORP$1.3M0.03%4,599CommonSOLE
464287655IWMISHARES TR$1.3M0.03%6,280CommonSOLE
22822V101CCICROWN CASTLE INC$1.2M0.03%11,966CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$1.2M0.03%31,911CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$1.2M0.03%56,516CommonSOLE
746228303PCYOPURE CYCLE CORP$1.2M0.03%114,000CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$1.1M0.02%32,925CommonSOLE
136385101CNQCANADIAN NAT RES LTD$1.1M0.02%35,500CommonSOLE
464287200IVVISHARES TR$1.0M0.02%1,850CommonSOLE
02081G201ATECALPHATEC HLDGS INC$1.0M0.02%100,000CommonSOLE
25754A201DPZDOMINOS PIZZA INC$955,1970.02%2,079CommonSOLE
514952100LBLANDBRIDGE COMPANY LLC$945,3640.02%13,141CommonSOLE
115236101BROBROWN & BROWN INC$936,1100.02%7,525CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$925,5210.02%1,909CommonSOLE
701094104PHPARKER-HANNIFIN CORP$915,4220.02%1,506CommonSOLE
464287804IJRISHARES TR$899,6160.02%8,603CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$896,1790.02%2,872CommonSOLE
968223305WLYBWILEY JOHN & SONS INC$892,0000.02%20,000CommonSOLE
04247X102AWIARMSTRONG WORLD INDS INC NEW$889,6570.02%6,315CommonSOLE
G3075P101ESGRUSDENSTAR GROUP LIMITED$889,1170.02%2,675CommonSOLE
293594107ENVXENOVIX CORPORATION$888,8370.02%121,095CommonSOLE
92338C103VLTOVERALTO CORP$885,6250.02%9,088CommonSOLE
92204A702VGTVANGUARD WORLD FD$845,0280.02%1,558CommonSOLE
379577208GMEDGLOBUS MED INC$839,1650.02%11,464CommonSOLE
125523100CITHE CIGNA GROUP$838,6210.02%2,549CommonSOLE
035710839NLYANNALY CAPITAL MANAGEMENT IN$838,3150.02%41,276CommonSOLE
49177J102KVUEKENVUE INC$830,3800.02%34,628CommonSOLE
806857108SLBSCHLUMBERGER LTD$821,8300.02%19,661CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$815,8210.02%16,050CommonSOLE
704699107PGCPEAPACK-GLADSTONE FINL CORP$795,6260.02%28,015CommonSOLE
674215207CHRDCHORD ENERGY CORPORATION$789,0400.02%7,000CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$788,7490.02%4,150CommonSOLE
36162J106GEOGEO GROUP INC NEW$781,8060.02%26,765CommonSOLE
040413205ANETARISTA NETWORKS INC$769,5310.02%9,932CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$754,4210.02%6,859CommonSOLE
060505104BACBANK AMERICA CORP$753,8940.02%18,066CommonSOLE
988498101YUMYUM BRANDS INC$719,2930.02%4,571CommonSOLE
78468R663BILSPDR SER TR$716,9620.02%7,816CommonSOLE
09062X103BIIBBIOGEN INC$691,8630.01%5,056CommonSOLE
854502101SWKSTANLEY BLACK & DECKER INC$691,8430.01%8,999CommonSOLE
209115104EDCONSOLIDATED EDISON INC$691,2980.01%6,251CommonSOLE
G54950103LINLINDE PLC$683,5600.01%1,468CommonSOLE
12572Q105CMECME GROUP INC$678,9460.01%2,559CommonSOLE
G1466R173BORRBORR DRILLING LTD$665,7600.01%304,000CommonSOLE
879369106TFXTELEFLEX INCORPORATED$663,3120.01%4,800CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$660,9240.01%3,407CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$658,2430.01%6,024CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$657,9790.01%10,847CommonSOLE
G33856108GSMFERROGLOBE PLC$649,2690.01%175,005CommonSOLE
11135E203BNLBROADSTONE NET LEASE INC$639,2220.01%37,513CommonSOLE
922908751VBVANGUARD INDEX FDS$623,1180.01%2,810CommonSOLE
02209S103MOALTRIA GROUP INC$606,8020.01%10,110CommonSOLE
229899109CFRCULLEN FROST BANKERS INC$606,2180.01%4,842CommonSOLE
826599102SGMLSIGMA LITHIUM CORPORATION$603,8240.01%58,060CommonSOLE
55272X607MFAMFA FINL INC$592,0020.01%57,700CommonSOLE
09062W204BLFSBIOLIFE SOLUTIONS INC$584,5900.01%25,595CommonSOLE
743315103PGRPROGRESSIVE CORP$562,6240.01%1,988CommonSOLE
577345101MLPMAUI LD & PINEAPPLE INC$557,9530.01%31,756CommonSOLE
626755102MUSAMURPHY USA INC$553,4360.01%1,178CommonSOLE
384313508EAFEURGRAFTECH INTL LTD$552,8000.01%632,205CommonSOLE
247361702DALDELTA AIR LINES INC DEL$542,6890.01%12,447CommonSOLE
922908736VUGVANGUARD INDEX FDS$533,9810.01%1,440CommonSOLE
53946R106LDILOANDEPOT INC$531,6920.01%446,800CommonSOLE
M3760D101ESLTELBIT SYS LTD$523,7230.01%1,365CommonSOLE
92189F791GDXJVANECK ETF TRUST$521,9500.01%9,125CommonSOLE
302491303FMCFMC CORP$514,7180.01%12,200CommonSOLE
75281A109RRCRANGE RES CORP$512,6220.01%12,838CommonSOLE
393222104GPREGREEN PLAINS INC$501,9750.01%103,500CommonSOLE
94419L101WWAYFAIR INC$490,0590.01%15,300CommonSOLE
038336103ATRAPTARGROUP INC$478,6740.01%3,226CommonSOLE
922908629VOVANGUARD INDEX FDS$477,4120.01%1,846CommonSOLE
91359E105UHTUNIVERSAL HEALTH RLTY INCOME$441,6720.01%10,783CommonSOLE
922908744VTVVANGUARD INDEX FDS$441,3510.01%2,555CommonSOLE
88160R101TSLATESLA INC$440,3130.01%1,699CommonSOLE
704326107PAYXPAYCHEX INC$439,8520.01%2,851CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$435,5480.01%2,983CommonSOLE
464287630IWNISHARES TR$429,8220.01%2,847CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$428,5500.01%7,500CommonSOLE
032095101APHAMPHENOL CORP NEW$426,5320.01%6,503CommonSOLE
149568107CVCOCAVCO INDS INC DEL$411,0270.01%791CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$410,0160.01%4,463CommonSOLE
58450V104MAXMEDIAALPHA INC$408,4080.01%44,200CommonSOLE
921932794VIOGVANGUARD ADMIRAL FDS INC$406,6780.01%3,805CommonSOLE
46138B103DBCINVESCO DB COMMDY INDX TRCK$401,8250.01%17,859CommonSOLE
04523Y105ASPNASPEN AEROGELS INC$399,4070.01%62,505CommonSOLE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$395,2560.01%6,065CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$391,1760.01%764CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$382,9820.01%801CommonSOLE
375558103GILDGILEAD SCIENCES INC$380,6340.01%3,397CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$378,7170.01%3,105CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$377,7010.01%4,825CommonSOLE
201723103CMCCOMMERCIAL METALS CO$374,9820.01%8,150CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$373,2560.01%3,104CommonSOLE
G97822103PRGOPERRIGO CO PLC$372,2870.01%13,277CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$367,9240.01%2,853CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$364,9010.01%309CommonSOLE
09075V102BNTXBIONTECH SE$364,2400.01%4,000CommonSOLE
922908652VXFVANGUARD INDEX FDS$361,7460.01%2,100CommonSOLE
00206R102TAT&T INC$361,5600.01%12,785CommonSOLE
464287515IGVISHARES TR$355,9600.01%4,000CommonSOLE
595112103MUMICRON TECHNOLOGY INC$350,1660.01%4,030CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$349,4290.01%655CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$344,4290.01%7,610CommonSOLE
00130H105AESAES CORP$335,6880.01%27,028CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$330,2590.01%2,918CommonSOLE
36262G101GXOGXO LOGISTICS INCORPORATED$326,7480.01%8,361CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$322,3140.01%4,153CommonSOLE
00123Q104AGNCAGNC INVT CORP$320,9300.01%33,500CommonSOLE
464287432TLTISHARES TR$319,5150.01%3,510CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$317,2650.01%1,805CommonSOLE
172908105CTASCINTAS CORP$316,5160.01%1,540CommonSOLE
92204A207VDCVANGUARD WORLD FD$313,7880.01%1,434CommonSOLE
55939A107MAGNMAGNERA CORP$312,6060.01%17,214CommonSOLE
919794107VLYVALLEY NATL BANCORP$311,1500.01%35,000CommonSOLE
66987V109NVSNOVARTIS AG$309,6910.01%2,778CommonSOLE
G29183103ETNEATON CORP PLC$308,7990.01%1,136CommonSOLE
464287101OEFISHARES TR$298,7890.01%1,103CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$297,0180.01%1,740CommonSOLE
780087102RYROYAL BK CDA$294,3120.01%2,611CommonSOLE
75644T100RCATRED CAT HLDGS INC$294,0000.01%50,000CommonSOLE
464287648IWOISHARES TR$286,9600.01%1,123CommonSOLE
36828A101GEVGE VERNOVA INC$276,5840.01%906CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$265,1140.01%482CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$256,9950.01%2,956CommonSOLE
020002101ALLALLSTATE CORP$248,6910.01%1,201CommonSOLE
11276H106BIPCBROOKFIELD INFRASTRUCTURE CO$242,1110.01%6,690CommonSOLE
093671105HRBBLOCK H & R INC$241,8240.01%4,404CommonSOLE
904767704UNILEVER PLC$237,4260.01%3,987CommonSOLE
436440101HO1HOLOGIC INC$234,6020.01%3,798CommonSOLE
56585A102MPCMARATHON PETE CORP$233,9780.01%1,606CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$232,7250.01%880CommonSOLE
85208P865GBUGSPROTT FDS TR$230,7700.00%10,615CommonSOLE
78463X889SPDWSPDR INDEX SHS FDS$230,5480.00%6,332CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$228,4800.00%1,050CommonSOLE
191098102COKECOCA COLA CONS INC$228,1500.00%169CommonSOLE
571903202MARMARRIOTT INTL INC NEW$227,4810.00%955CommonSOLE
87256C101TKOTKO GROUP HOLDINGS INC$223,2550.00%1,461CommonSOLE
540424108LLOEWS CORP$221,0440.00%2,405CommonSOLE
83444M101SOLVSOLVENTUM CORP$220,8960.00%2,905CommonSOLE
26875P101EOGEOG RES INC$220,4450.00%1,719CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$218,5240.00%1,304CommonSOLE
046353108AZNNASTRAZENECA PLC$217,5600.00%2,960CommonSOLE
98978V103ZTSZOETIS INC$216,6790.00%1,316CommonSOLE
957638109WALWESTERN ALLIANCE BANCORP$216,3530.00%2,816CommonSOLE
04010L103ARCCARES CAPITAL CORP$215,2840.00%9,715CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$214,5020.00%879CommonSOLE
726503105PAAPLAINS ALL AMERN PIPELINE L$214,0000.00%10,700CommonSOLE
G8473T100STESTERIS PLC$212,3710.00%937CommonSOLE
37959E102GLGLOBE LIFE INC$211,2790.00%1,604CommonSOLE
64110L106NFLXNETFLIX INC$210,7520.00%226CommonSOLE
46428Q109SLVISHARES SILVER TR$206,5480.00%6,665CommonSOLE
084423102WRBBERKLEY W R CORP$204,7280.00%2,877CommonSOLE
427866108HSYHERSHEY CO$204,2100.00%1,194CommonSOLE
92823T207VHCVIRNETX HLDG CORP$204,0670.00%27,614CommonSOLE
750491102RDNTRADNET INC$203,8520.00%4,100CommonSOLE
566330106MCSMARCUS CORP DEL$202,1160.00%12,110CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$200,1850.00%1,357CommonSOLE
088929104BGCBGC GROUP INC$187,4810.00%20,445CommonSOLE
03676B102AMANTERO MIDSTREAM CORP$180,0000.00%10,000CommonSOLE
06738E204BCSBARCLAYS PLC$176,7170.00%11,505CommonSOLE
G7606H108RDZNROADZEN INC$156,0000.00%150,000CommonSOLE
09075X108BIODESIX INC$128,5440.00%205,605CommonSOLE
34965K107FTREFORTREA HLDGS INC$126,4470.00%16,748CommonSOLE
55345K10337MMRC GLOBAL INC$115,9480.00%10,100CommonSOLE
L02235106AMBPARDAGH METAL PACKAGING S A$83,8350.00%27,760CommonSOLE
00430H2010H8EACCELERATE DIAGNOSTICS INC$80,2810.00%114,523CommonSOLE
65535H208NMRNOMURA HLDGS INC$77,4900.00%12,600CommonSOLE
014442107ALECALECTOR INC$75,7840.00%61,613CommonSOLE
44955L106IAUXI-80 GOLD CORP$75,6340.00%130,000CommonSOLE
46604H204IZEAIZEA WORLDWIDE INC$52,5000.00%25,000CommonSOLE
126601103CVVCVD EQUIP CORP$49,1200.00%16,000CommonSOLE
644535106NGDNNEW GOLD INC CDA$48,2300.00%13,000CommonSOLE
03214Q108AMPXAMPRIUS TECHNOLOGIES INC$40,3470.00%15,055CommonSOLE
64440N103NFGCNEW FOUND GOLD CORP$36,0000.00%30,000CommonSOLE
03615A108ANVSANNOVIS BIO INC$30,0000.00%20,000CommonSOLE

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.