MondegarAI
Fieldview Capital Management, LLC

Q4 2025 · 13F-HR

Fieldview Capital Management, LLCholdings as filed

Filed 2026-02-13 · accession 0001420506-26-000401

$588.8M
Reported value
472
Positions
2025-12-31
Period end
View analyzed profile →PRO

The Brief · Fieldview Capital Management, LLC · Q4 2025

AI · grounded in 13F

Fieldview Capital Management, LLC closed its position in Royal Gold Inc RGLD, reducing exposure by $8.7M. The fund also exited positions in Oracle Corp ORCL and Disney Walt Co DIS, totaling $8.7M and $5.8M respectively. To offset these sells, the fund established new positions in UnitedHealth Group Inc UNH for $5.7M and Netflix Inc NFLX for $4.9M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
872540109TJXTJX COS INC NEW$7.1M1.21%46,509CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$7.0M1.19%404,597CommonSOLE
316773100FITBFIFTH THIRD BANCORP$6.8M1.16%145,585CommonSOLE
733174700BPOPPOPULAR INC$6.6M1.12%52,874CommonSOLE
037833100AAPLAPPLE INC$6.2M1.05%22,693CommonSOLE
902973304USBUS BANCORP DEL$5.9M0.99%109,689CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$5.7M0.97%17,389CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$5.5M0.94%6,412CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$5.5M0.94%203,247CommonSOLE
88023U101SGISOMNIGROUP INTERNATIONAL INC$5.2M0.89%58,420CommonSOLE
580135101MCDMCDONALDS CORP$4.9M0.83%16,019CommonSOLE
50050N103KTBKONTOOR BRANDS INC$4.9M0.83%80,072CommonSOLE
713448108PEPPEPSICO INC$4.9M0.83%34,021CommonSOLE
64110L106NFLXNETFLIX INC$4.9M0.83%51,982CommonSOLE
H2906T109GRMNGARMIN LTD$4.8M0.81%23,605CommonSOLE
086516101BBYBEST BUY INC$4.6M0.78%69,042CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$4.6M0.77%70,065CommonSOLE
00724F101ADBEADOBE INC$4.4M0.75%12,689CommonSOLE
90384S303ULTAULTA BEAUTY INC$4.3M0.74%7,177CommonSOLE
72352L106PINSPINTEREST INC$4.3M0.73%165,740CommonSOLE
87612E106TGTTARGET CORP$4.2M0.71%42,947CommonSOLE
109194100BFAMBRIGHT HORIZONS FAM SOL IN D$4.1M0.70%40,632CommonSOLE
099406100BOOTBOOT BARN HLDGS INC$4.1M0.70%23,299CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$4.1M0.70%20,720CommonSOLE
40434L105HPQHP INC$4.1M0.69%183,344CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$4.1M0.69%22,104CommonSOLE
364760108GAPGAP INC$4.1M0.69%158,572CommonSOLE
29261A100EHCENCOMPASS HEALTH CORP$4.1M0.69%38,244CommonSOLE
681919106OMCOMNICOM GROUP INC$4.0M0.69%50,134CommonSOLE
55306N104MKSIMKS INC.$4.0M0.68%25,208CommonSOLE
88224Q107TCBITEXAS CAP BANCSHARES INC$4.0M0.68%44,084CommonSOLE
020002101ALLALLSTATE CORP$3.9M0.67%18,953CommonSOLE
25809K105DASHDOORDASH INC$3.9M0.66%17,079CommonSOLE
126650100CVSCVS HEALTH CORP$3.8M0.64%47,719CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$3.7M0.64%6,441CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC$3.7M0.63%96,752CommonSOLE
465741106ITRIITRON INC$3.7M0.63%40,095CommonSOLE
45867G101IDCCINTERDIGITAL INC$3.6M0.60%11,160CommonSOLE
00206R102TAT&T INC$3.5M0.60%142,717CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$3.5M0.60%42,230CommonSOLE
909907107UBSIUNITED BANKSHARES INC WEST V$3.5M0.60%92,201CommonSOLE
781154109RBRKRUBRIK INC.$3.5M0.60%46,145CommonSOLE
37637K108GTLBGITLAB INC$3.5M0.59%93,334CommonSOLE
256677105DGDOLLAR GEN CORP NEW$3.4M0.58%25,766CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$3.4M0.57%25,967CommonSOLE
171484108CHDNCHURCHILL DOWNS INC$3.3M0.57%29,400CommonSOLE
043436104ABGASBURY AUTOMOTIVE GROUP INC$3.3M0.57%14,347CommonSOLE
379577208GMEDGLOBUS MED INC$3.3M0.56%37,976CommonSOLE
15677J108DAYDAYFORCE INC$3.2M0.55%46,779CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$3.2M0.54%17,724CommonSOLE
05465C100AXAXOS FINANCIAL INC$3.1M0.53%35,960CommonSOLE
35909D109FYBRFRONTIER COMMUNICATIONS PARE$3.1M0.52%80,359CommonSOLE
46284V101IRMIRON MTN INC DEL$3.0M0.51%36,518CommonSOLE
558868105MDGLMADRIGAL PHARMACEUTICALS INC$3.0M0.51%5,196CommonSOLE
26603R106DUOLDUOLINGO INC$3.0M0.51%17,239CommonSOLE
33829M101FIVEFIVE BELOW INC$3.0M0.51%15,982CommonSOLE
460146103IPINTERNATIONAL PAPER CO$2.9M0.50%74,794CommonSOLE
55616P104MMACYS INC$2.9M0.50%133,429CommonSOLE
436893200HOMBHOME BANCSHARES INC$2.9M0.50%105,601CommonSOLE
G66721104NCLHNORWEGIAN CRUISE LINE HLDG L$2.9M0.50%130,738CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$2.9M0.49%27,899CommonSOLE
649445400FLGFLAGSTAR BANK NATIONAL ASSOC$2.8M0.48%226,173CommonSOLE
693718108PCARPACCAR INC$2.8M0.48%25,596CommonSOLE
03674X106ARANTERO RESOURCES CORP$2.8M0.47%80,840CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$2.7M0.47%139,189CommonSOLE
88579Y101MMM3M CO$2.7M0.45%16,727CommonSOLE
30063P105EXKEXACT SCIENCES CORP$2.7M0.45%26,207CommonSOLE
318672706FBPFIRST BANCORP P R$2.6M0.45%126,493CommonSOLE
783549108RRYDER SYS INC$2.6M0.44%13,654CommonSOLE
H5919C104ONONON HLDG AG$2.6M0.44%55,564CommonSOLE
704326107PAYXPAYCHEX INC$2.6M0.44%22,925CommonSOLE
09062X103BIIBBIOGEN INC$2.5M0.43%14,272CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$2.5M0.42%71,462CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$2.5M0.42%7,632CommonSOLE
141788109CARGCARGURUS INC$2.4M0.41%63,367CommonSOLE
88160R101TSLATESLA INC$2.4M0.40%5,241CommonSOLE
032654105ADIANALOG DEVICES INC$2.3M0.39%8,552CommonSOLE
911363109URIUNITED RENTALS INC$2.3M0.39%2,850CommonSOLE
902788108UMBFUMB FINL CORP$2.3M0.38%19,692CommonSOLE
36828A101GEVGE VERNOVA INC$2.2M0.38%3,437CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$2.2M0.38%7,181CommonSOLE
729132100PLXSPLEXUS CORP$2.2M0.38%15,194CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$2.2M0.38%68,895CommonSOLE
69318G106PBFPBF ENERGY INC$2.2M0.38%81,873CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$2.2M0.38%4,972CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$2.2M0.37%22,691CommonSOLE
499049104KNXKNIGHT-SWIFT TRANSN HLDGS IN$2.2M0.37%41,327CommonSOLE
222795502CUZCOUSINS PPTYS INC$2.1M0.36%83,246CommonSOLE
00912X302ALAIR LEASE CORP$2.1M0.36%33,260CommonSOLE
855244109SBUXSTARBUCKS CORP$2.1M0.36%25,282CommonSOLE
04280A100ARWRARROWHEAD PHARMACEUTICALS IN$2.1M0.36%31,665CommonSOLE
778296103ROSTROSS STORES INC$2.1M0.35%11,547CommonSOLE
929042109VNOVORNADO RLTY TR$2.1M0.35%62,246CommonSOLE
74736K101QRVOQORVO INC$2.1M0.35%24,352CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$2.1M0.35%15,123CommonSOLE
00827B106AFRMAFFIRM HLDGS INC$2.0M0.35%27,466CommonSOLE
G0692U109AXSAXIS CAP HLDGS LTD$2.0M0.34%18,946CommonSOLE
G3730V105FTAIFTAI AVIATION LTD$1.9M0.33%9,852CommonSOLE
754907103RYNRAYONIER INC$1.9M0.33%89,419CommonSOLE
570535104MKLMARKEL GROUP INC$1.9M0.33%891CommonSOLE
M5216V106GLBEGLOBAL E ONLINE LTD$1.9M0.32%48,597CommonSOLE
63633D104NHINATIONAL HEALTH INVS INC$1.9M0.32%24,874CommonSOLE
880779103TEXTEREX CORP NEW$1.9M0.32%35,559CommonSOLE
023586506UHAL/BU HAUL HOLDING COMPANY$1.9M0.32%40,368CommonSOLE
745867101PHMPULTE GROUP INC$1.9M0.32%16,069CommonSOLE
77543R102ROKUROKU INC$1.9M0.32%17,246CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$1.9M0.32%10,967CommonSOLE
00123Q104AGNCAGNC INVT CORP$1.8M0.31%170,640CommonSOLE
229899109CFRCULLEN FROST BANKERS INC$1.8M0.31%14,262CommonSOLE
007973100AEISADVANCED ENERGY INDS$1.8M0.30%8,396CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$1.7M0.29%20,104CommonSOLE
237266101DARDARLING INGREDIENTS INC$1.7M0.29%48,158CommonSOLE
60770K107MRNAMODERNA INC$1.7M0.29%58,752CommonSOLE
457187102INGRINGREDION INC$1.7M0.29%15,604CommonSOLE
23331A109DHID R HORTON INC$1.7M0.29%11,825CommonSOLE
31428X106FDXFEDEX CORP$1.7M0.29%5,879CommonSOLE
032095101APHAMPHENOL CORP NEW$1.7M0.28%12,304CommonSOLE
235851102DHRDANAHER CORPORATION$1.7M0.28%7,227CommonSOLE
32020R109FFINFIRST FINL BANKSHARES INC$1.6M0.28%54,936CommonSOLE
34354P105FLSFLOWSERVE CORP$1.6M0.27%23,190CommonSOLE
79589L106IOTSAMSARA INC$1.6M0.27%45,240CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.6M0.27%29,673CommonSOLE
369550108GDGENERAL DYNAMICS CORP$1.6M0.27%4,753CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$1.6M0.27%2,773CommonSOLE
20825C104COPCONOCOPHILLIPS$1.6M0.27%16,833CommonSOLE
459044103IBOCINTERNATIONAL BANCSHARES COR$1.6M0.27%23,545CommonSOLE
461202103INTUINTUIT$1.6M0.26%2,349CommonSOLE
500754106KHCKRAFT HEINZ CO$1.5M0.26%63,780CommonSOLE
91332U101UUNITY SOFTWARE INC$1.5M0.26%34,930CommonSOLE
75700L108RRRRED ROCK RESORTS INC$1.5M0.26%24,899CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$1.5M0.26%6,004CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$1.5M0.26%30,167CommonSOLE
863667101SYKSTRYKER CORPORATION$1.5M0.25%4,267CommonSOLE
03852U106ARMKARAMARK$1.5M0.25%40,670CommonSOLE
11135E203BNLBROADSTONE NET LEASE INC$1.5M0.25%86,254CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.5M0.25%5,037CommonSOLE
87901J105TGNATEGNA INC$1.5M0.25%76,335CommonSOLE
32051X108FHBFIRST HAWAIIAN INC$1.5M0.25%58,372CommonSOLE
655663102NDSNNORDSON CORP$1.5M0.25%6,093CommonSOLE
35137L105FOXAFOX CORP$1.5M0.25%19,974CommonSOLE
G93A5A101VIKVIKING HOLDINGS LTD$1.5M0.25%20,415CommonSOLE
M2029K104BIRKBIRKENSTOCK HOLDING PLC$1.4M0.24%35,152CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$1.4M0.24%8,197CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$1.4M0.24%8,029CommonSOLE
64031N108NNINELNET INC$1.4M0.24%10,523CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$1.4M0.24%261CommonSOLE
87151X101SYMSYMBOTIC INC$1.4M0.23%23,198CommonSOLE
247361702DALDELTA AIR LINES INC DEL$1.4M0.23%19,690CommonSOLE
26622P107DOCSDOXIMITY INC$1.4M0.23%30,729CommonSOLE
89377M109TMDXTRANSMEDICS GROUP INC$1.3M0.23%11,045CommonSOLE
25754A201DPZDOMINOS PIZZA INC$1.3M0.23%3,188CommonSOLE
172908105CTASCINTAS CORP$1.3M0.22%6,976CommonSOLE
892672106TWTRADEWEB MKTS INC$1.3M0.22%11,936CommonSOLE
422806109HEIHEICO CORP NEW$1.3M0.22%3,939CommonSOLE
45168D104IDXXIDEXX LABS INC$1.3M0.21%1,871CommonSOLE
21871X109CRBGCOREBRIDGE FINL INC$1.3M0.21%41,907CommonSOLE
646025106NJRNEW JERSEY RES CORP$1.2M0.21%26,733CommonSOLE
31847R102FAFFIRST AMERN FINL CORP$1.2M0.21%20,039CommonSOLE
031100100AMEAMETEK INC$1.2M0.21%5,917CommonSOLE
04956D107ATMUATMUS FILTRATION TECHNOLOGIE$1.2M0.21%23,392CommonSOLE
268150109DTDYNATRACE INC$1.2M0.20%27,667CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$1.2M0.20%18,765CommonSOLE
G29018101DLODLOCAL LTD$1.2M0.20%81,954CommonSOLE
681116109OLLIOLLIES BARGAIN OUTLET HLDGS$1.2M0.20%10,517CommonSOLE
12769G100CZRCAESARS ENTERTAINMENT INC NE$1.1M0.19%49,028CommonSOLE
313745101FRTFEDERAL RLTY INVT TR NEW$1.1M0.19%11,366CommonSOLE
52661A108DRSLEONARDO DRS INC$1.1M0.19%32,457CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$1.1M0.19%4,508CommonSOLE
444859102HUMHUMANA INC$1.1M0.18%4,224CommonSOLE
G87052109TELTE CONNECTIVITY PLC$1.1M0.18%4,754CommonSOLE
09290D101BLKBLACKROCK INC$1.1M0.18%1,001CommonSOLE
565394103CARTMAPLEBEAR INC$1.1M0.18%23,740CommonSOLE
980745103WWDWOODWARD INC$1.1M0.18%3,515CommonSOLE
H8088L103SRADSPORTRADAR GROUP AG$1.1M0.18%44,510CommonSOLE
731068102PIIPOLARIS INC$1.0M0.18%16,328CommonSOLE
15135B101CNCCENTENE CORP DEL$1.0M0.17%24,996CommonSOLE
281020107EIXEDISON INTL$1.0M0.17%16,884CommonSOLE
049468101TEAMATLASSIAN CORPORATION$1.0M0.17%6,248CommonSOLE
G0250X107AMCRAMCOR PLC$1.0M0.17%120,733CommonSOLE
747525103QCOMQUALCOMM INC$1.0M0.17%5,853CommonSOLE
69331C108PCGPG&E CORP$999,1680.17%62,176CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$993,7710.17%2,120CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$992,9290.17%11,963CommonSOLE
125523100CITHE CIGNA GROUP$990,2780.17%3,598CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$987,3370.17%5,322CommonSOLE
23918K108DVADAVITA INC$953,0740.16%8,389CommonSOLE
743315103PGRPROGRESSIVE CORP$951,6420.16%4,179CommonSOLE
81762P102NOWSERVICENOW INC$950,5440.16%6,205CommonSOLE
92276F100VTRVENTAS INC$938,0000.16%12,122CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$925,4120.16%10,203CommonSOLE
G5960L103MDTMEDTRONIC PLC$916,7010.16%9,543CommonSOLE
256163106DOCUDOCUSIGN INC$913,2770.16%13,352CommonSOLE
690742101OCOWENS CORNING NEW$903,3380.15%8,072CommonSOLE
109641100EATBRINKER INTL INC$891,2590.15%6,210CommonSOLE
03073E105CORCENCORA INC$890,6470.15%2,637CommonSOLE
03076K108ABCBAMERIS BANCORP$885,7440.15%11,926CommonSOLE
G25508105CRHCRH PLC$884,4580.15%7,087CommonSOLE
G4863A108BRSLBRIGHTSTAR LOTTERY PLC$883,7530.15%57,090CommonSOLE
22052L104CTVACORTEVA INC$882,6510.15%13,168CommonSOLE
70438V106PCTYPAYLOCITY HLDG CORP$881,9080.15%5,783CommonSOLE
12504L109CBRECBRE GROUP INC$875,6620.15%5,446CommonSOLE
478160104JNJJOHNSON & JOHNSON$875,1920.15%4,229CommonSOLE
596278101MIDDMIDDLEBY CORP$870,6120.15%5,856CommonSOLE
46187W107INVHINVITATION HOMES INC$859,6280.15%30,933CommonSOLE
04010L103ARCCARES CAPITAL CORP$855,5060.15%42,289CommonSOLE
81211K100SDASEALED AIR CORP NEW$853,4170.14%20,599CommonSOLE
337738108FISVFISERV INC$842,0430.14%12,536CommonSOLE
126408103CSXCSX CORP$822,8390.14%22,699CommonSOLE
38173M102GBDCGOLUB CAP BDC INC$807,3610.14%59,496CommonSOLE
147528103CASYCASEYS GEN STORES INC$801,9820.14%1,451CommonSOLE
369604301GEGE AEROSPACE$801,4940.14%2,602CommonSOLE
03945R102ACHRARCHER AVIATION INC$781,0800.13%103,867CommonSOLE
05464C101AXONAXON ENTERPRISE INC$775,7920.13%1,366CommonSOLE
201723103CMCCOMMERCIAL METALS CO$767,6500.13%11,090CommonSOLE
92826C839VVISA INC$757,8840.13%2,161CommonSOLE
844895102SWXSOUTHWEST GAS HLDGS INC$742,6660.13%9,281CommonSOLE
171779309CIENCIENA CORP$731,3110.12%3,127CommonSOLE
311900104FASTFASTENAL CO$731,0080.12%18,216CommonSOLE
060505104BACBANK AMERICA CORP$722,8650.12%13,143CommonSOLE
05550J101BJBJS WHSL CLUB HLDGS INC$721,2300.12%8,011CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$717,5810.12%17,618CommonSOLE
418056107HASHASBRO INC$716,9260.12%8,743CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$712,5420.12%14,248CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$709,9260.12%1,264CommonSOLE
98980G102ZSZSCALER INC$709,3980.12%3,154CommonSOLE
21874C102CNMCORE & MAIN INC$706,4280.12%13,593CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$705,8370.12%803CommonSOLE
64828T201RITMRITHM CAPITAL CORP$705,1320.12%64,691CommonSOLE
62944T105NVRNVR INC$678,2280.12%93CommonSOLE
052769106ADSKAUTODESK INC$664,5420.11%2,245CommonSOLE
60937P106MDBMONGODB INC$659,3330.11%1,571CommonSOLE
303075105FDSFACTSET RESH SYS INC$655,5390.11%2,259CommonSOLE
09175A206BMNRBITMINE IMMERSION TECNOLOGIE$655,3470.11%24,138CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$650,8920.11%3,365CommonSOLE
M46528101FROFRONTLINE PLC$648,0540.11%29,700CommonSOLE
440452100HRLHORMEL FOODS CORP$640,6350.11%27,031CommonSOLE
336433107FSLRFIRST SOLAR INC$638,7070.11%2,445CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$627,7690.11%13,785CommonSOLE
552953101MGMMGM RESORTS INTERNATIONAL$625,5120.11%17,142CommonSOLE
M6191J100FROGJFROG LTD$621,7890.11%9,955CommonSOLE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$618,8160.11%2,410CommonSOLE
929328102WSFSWSFS FINL CORP$613,2740.10%11,102CommonSOLE
229663109CUBECUBESMART$612,8860.10%17,001CommonSOLE
577081102MATMATTEL INC$612,5600.10%30,875CommonSOLE
02376R102AALAMERICAN AIRLS GROUP INC$611,7440.10%39,905CommonSOLE
29977A105EVREVERCORE INC$608,0270.10%1,787CommonSOLE
682680103OKEONEOK INC NEW$596,8940.10%8,121CommonSOLE
005098108GOLFACUSHNET HLDGS CORP$596,2550.10%7,470CommonSOLE
42226A107HQYHEALTHEQUITY INC$594,1820.10%6,486CommonSOLE
29084Q100EMEEMCOR GROUP INC$590,3770.10%965CommonSOLE
55277P104MGEEMGE ENERGY INC$581,7200.10%7,418CommonSOLE
053774105CARAVIS BUDGET GROUP$579,7500.10%4,518CommonSOLE
46817M107JXNJACKSON FINANCIAL INC$569,8310.10%5,343CommonSOLE
093671105HRBBLOCK H & R INC$567,8470.10%13,030CommonSOLE
339750101FNDFLOOR & DECOR HLDGS INC$562,2580.10%9,234CommonSOLE
74967X103RHRH$558,5900.09%3,118CommonSOLE
03831W108APPAPPLOVIN CORP$551,8590.09%819CommonSOLE
12514G108CDWCDW CORP$547,5240.09%4,020CommonSOLE
29414B104EPAMEPAM SYS INC$540,4730.09%2,638CommonSOLE
911684108ADARRAY DIGITAL INFRASTRUCTURE$540,4360.09%10,079CommonSOLE
705573103PEGAPEGASYSTEMS INC$538,6740.09%9,020CommonSOLE
69349H107TXNMTXNM ENERGY INC$536,1020.09%9,105CommonSOLE
950810101WSBCWESBANCO INC$533,5680.09%16,052CommonSOLE
485924104KRMNKARMAN HLDGS INC$530,5560.09%7,251CommonSOLE
37045V100GMGENERAL MTRS CO$527,3600.09%6,485CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$526,7170.09%1,081CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$525,5940.09%3,352CommonSOLE
224408104CRCRANE COMPANY$523,9660.09%2,841CommonSOLE
001055102AFLAFLAC INC$513,7480.09%4,659CommonSOLE
74366E102PTGXPROTAGONIST THERAPEUTICS INC$510,1530.09%5,841CommonSOLE
10576N102BRZEBRAZE INC$503,5140.09%14,684CommonSOLE
92047W101VVVVALVOLINE INC$495,9380.08%17,066CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$495,1320.08%5,808CommonSOLE
759351604RGAREINSURANCE GRP OF AMERICA I$492,9840.08%2,423CommonSOLE
64110D104NTAPNETAPP INC$490,2580.08%4,578CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$488,7840.08%3,017CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$486,6450.08%20,260CommonSOLE
875465106SKTTANGER INC$478,0920.08%14,327CommonSOLE
427866108HSYHERSHEY CO$477,5160.08%2,624CommonSOLE
15118V207CELHCELSIUS HLDGS INC$476,7940.08%10,424CommonSOLE
831865209AOSSMITH A O CORP$472,3070.08%7,062CommonSOLE
548661107LOWLOWES COS INC$471,9500.08%1,957CommonSOLE
92538J106VERXVERTEX INC$470,6130.08%23,566CommonSOLE
500643200KFYKORN FERRY$464,2530.08%7,032CommonSOLE
G0176J109ALLEALLEGION PLC$463,4890.08%2,911CommonSOLE
19247G107COHRCOHERENT CORP$459,0260.08%2,487CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$458,7140.08%1,179CommonSOLE
G0260P102ASAMER SPORTS INC$457,5750.08%12,251CommonSOLE
98954M200ZZILLOW GROUP INC$456,9380.08%6,698CommonSOLE
252131107DXCMDEXCOM INC$452,7760.08%6,822CommonSOLE
30257X104FBKFB FINL CORP$448,5200.08%8,038CommonSOLE
624758108MWAMUELLER WTR PRODS INC$445,9580.08%18,722CommonSOLE
15643U104LEUCENTRUS ENERGY CORP$443,0370.08%1,825CommonSOLE
70932M107PFSIPENNYMAC FINL SVCS INC NEW$442,5870.08%3,357CommonSOLE
G491BT108IVZINVESCO LTD$441,8610.08%16,820CommonSOLE
69121K104OBDCBLUE OWL CAPITAL CORPORATION$439,2640.07%35,339CommonSOLE
78442P106SLMSLM CORP$438,4530.07%16,203CommonSOLE
718172109PMPHILIP MORRIS INTL INC$437,5710.07%2,728CommonSOLE
361448103GATXGATX CORP$431,6320.07%2,545CommonSOLE
21874A106CORZCORE SCIENTIFIC INC NEW$430,4370.07%29,563CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$429,7110.07%2,673CommonSOLE
428103105HESMHESS MIDSTREAM LP$426,7650.07%12,370CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$426,0520.07%24,030CommonSOLE
057665200BCPCBALCHEM CORP$422,2000.07%2,753CommonSOLE
03064D108COLDAMERICOLD REALTY TRUST INC$414,6450.07%32,243CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$414,2940.07%2,558CommonSOLE
14316J108CGCARLYLE GROUP INC$414,1250.07%7,006CommonSOLE
298736109EEFTEURONET WORLDWIDE INC$413,5820.07%5,434CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$413,0300.07%8,668CommonSOLE
231021106CMICUMMINS INC$411,4230.07%806CommonSOLE
257651109DCIDONALDSON INC$411,2940.07%4,639CommonSOLE
370334104GISGENERAL MLS INC$402,4580.07%8,655CommonSOLE
872657101TPGTPG INC$401,7450.07%6,293CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$401,7280.07%2,892CommonSOLE
G7496G103RNRRENAISSANCERE HLDGS LTD$400,6530.07%1,425CommonSOLE
398182303AHRAMERICAN HEALTHCARE REIT INC$399,1160.07%8,481CommonSOLE
04621X108AIZASSURANT INC$398,3660.07%1,654CommonSOLE
57060D108MKTXMARKETAXESS HLDGS INC$396,0310.07%2,185CommonSOLE
000899104ADMAADMA BIOLOGICS INC$395,9540.07%21,708CommonSOLE
959802109WUWESTERN UN CO$395,7680.07%42,510CommonSOLE
91529Y106UNMUNUM GROUP$395,4050.07%5,102CommonSOLE
74164F103PRIMPRIMORIS SVCS CORP$394,8890.07%3,181CommonSOLE
09261X102BXSLBLACKSTONE SECD LENDING FD$394,8710.07%14,997CommonSOLE
150870103CECELANESE CORP DEL$393,2460.07%9,301CommonSOLE
G48833118WFRDWEATHERFORD INTL PLC$392,4740.07%5,015CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$392,0750.07%3,845CommonSOLE
577933104MMSMAXIMUS INC$391,2890.07%4,533CommonSOLE
77311W101RKTROCKET COS INC$390,8010.07%20,186CommonSOLE
20464U100COMPCOMPASS INC$388,1300.07%36,720CommonSOLE
617700109MORNMORNINGSTAR INC$387,6810.07%1,784CommonSOLE
38267D109GSHDGOOSEHEAD INS INC$384,8950.07%5,226CommonSOLE
816851109SRESEMPRA$384,2380.07%4,352CommonSOLE
133131102CPTCAMDEN PPTY TR$383,8490.07%3,487CommonSOLE
302941109FCNFTI CONSULTING INC$383,1720.07%2,243CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$382,0110.06%1,551CommonSOLE
407497106HLNEHAMILTON LANE INC$380,3660.06%2,832CommonSOLE
65473P105NINISOURCE INC$375,6310.06%8,995CommonSOLE
09581B103OWLBLUE OWL CAPITAL INC$375,4570.06%25,131CommonSOLE
343412102FLRFLUOR CORP NEW$374,7810.06%9,457CommonSOLE
830879102SKYWSKYWEST INC$373,7260.06%3,722CommonSOLE
679295105OKTAOKTA INC$372,1670.06%4,304CommonSOLE
047726302BATRKATLANTA BRAVES HLDGS INC$370,5930.06%9,394CommonSOLE
53190C102LTHLIFE TIME GROUP HOLDINGS INC$370,4990.06%13,939CommonSOLE
98389B100XELXCEL ENERGY INC$367,1580.06%4,971CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$366,4280.06%1,711CommonSOLE
749685103RPMRPM INTL INC$364,8320.06%3,508CommonSOLE
G76279101ROIVROIVANT SCIENCES LTD$363,1710.06%16,736CommonSOLE
88146M101TRNOTERRENO RLTY CORP$361,5360.06%6,158CommonSOLE
739128106POWLPOWELL INDS INC$361,1780.06%1,133CommonSOLE
55087P104LYFTLYFT INC$360,9790.06%18,636CommonSOLE
337932107FEFIRSTENERGY CORP$360,7120.06%8,057CommonSOLE
88033G407THCTENET HEALTHCARE CORP$360,2790.06%1,813CommonSOLE
30190A104FGF&G ANNUITIES & LIFE INC$360,0500.06%11,671CommonSOLE
72703H101PLNTPLANET FITNESS INC$359,9030.06%3,318CommonSOLE
219350105GLWCORNING INC$359,3460.06%4,104CommonSOLE
55024U109LITELUMENTUM HLDGS INC$357,9010.06%971CommonSOLE
29670E107EPRTESSENTIAL PPTYS RLTY TR INC$355,9200.06%12,000CommonSOLE
32054K103FRFIRST INDL RLTY TR INC$353,4700.06%6,172CommonSOLE
278865100ECLECOLAB INC$353,0890.06%1,345CommonSOLE
687793109OSCROSCAR HEALTH INC$350,7430.06%24,408CommonSOLE
919794107VLYVALLEY NATL BANCORP$349,6410.06%29,935CommonSOLE
49845K101KVYOKLAVIYO INC$347,4940.06%10,702CommonSOLE
04010E109AGXARGAN INC$341,2050.06%1,089CommonSOLE
756109104OREALTY INCOME CORP$339,4040.06%6,021CommonSOLE
26969P108EXPEAGLE MATLS INC$339,3690.06%1,642CommonSOLE
377322102GKOSGLAUKOS CORP$338,6170.06%2,999CommonSOLE
29249E109ACTENACT HLDGS INC$337,4550.06%8,513CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$336,2050.06%1,827CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$336,0350.06%2,152CommonSOLE
83444M101SOLVSOLVENTUM CORP$334,3140.06%4,219CommonSOLE
23345M107DTMDT MIDSTREAM INC$333,7880.06%2,789CommonSOLE
832696405SJMSMUCKER J M CO$329,2280.06%3,366CommonSOLE
87724P106TMHCTAYLOR MORRISON HOME CORP$326,0220.06%5,538CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$324,8800.06%1,131CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$315,5210.05%1,176CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$314,9350.05%7,620CommonSOLE
670837103OGEOGE ENERGY CORP$313,5030.05%7,342CommonSOLE
882508104TXNTEXAS INSTRS INC$313,4960.05%1,807CommonSOLE
185899101CLFCLEVELAND-CLIFFS INC NEW$308,7200.05%23,247CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$307,1860.05%2,664CommonSOLE
65249B109NWSANEWS CORP NEW$307,0670.05%11,756CommonSOLE
G3198U102ESNTESSENT GROUP LTD$306,0670.05%4,708CommonSOLE
23834J201DAVEDAVE INC$302,4460.05%1,366CommonSOLE
553530106MSMMSC INDL DIRECT INC$302,2550.05%3,594CommonSOLE
74275K108PCORPROCORE TECHNOLOGIES INC$300,7800.05%4,135CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$299,9400.05%1,344CommonSOLE
025816109AXPAMERICAN EXPRESS CO$299,6600.05%810CommonSOLE
03783C100APPFAPPFOLIO INC$298,0250.05%1,281CommonSOLE
34379V103FLNCFLUENCE ENERGY INC$297,6690.05%15,049CommonSOLE
925815102VICRVICOR CORP$296,1390.05%2,702CommonSOLE
91680M107UPSTUPSTART HLDGS INC$294,7400.05%6,740CommonSOLE
378973507GSATGLOBALSTAR INC$293,2360.05%4,804CommonSOLE
37890B100GBTGGLOBAL BUSINESS TRAVEL GROUP$292,7270.05%38,265CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$292,2140.05%2,946CommonSOLE
530307305LBRDKLIBERTY BROADBAND CORP$288,5380.05%5,937CommonSOLE
887389104TKRTIMKEN CO$287,4720.05%3,417CommonSOLE
942622200WSOWATSCO INC$282,3640.05%838CommonSOLE
G39387108GFSGLOBALFOUNDRIES INC$281,8740.05%8,072CommonSOLE
74736L109QTWOQ2 HLDGS INC$281,6400.05%3,903CommonSOLE
36262G101GXOGXO LOGISTICS INCORPORATED$280,7290.05%5,333CommonSOLE
68278B107K4FONESTREAM INC$280,6810.05%15,271CommonSOLE
76655K103RGTIRIGETTI COMPUTING INC$280,6180.05%12,669CommonSOLE
929160109VMCVULCAN MATLS CO$276,9490.05%971CommonSOLE
29786A106ETSYETSY INC$272,5980.05%4,917CommonSOLE
172755100CRUSCIRRUS LOGIC INC$272,4320.05%2,299CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$270,3380.05%3,296CommonSOLE
810186106SMGSCOTTS MIRACLE-GRO CO$266,3680.05%4,565CommonSOLE
384637104GHCGRAHAM HLDGS CO$262,5650.04%239CommonSOLE
N00985106AERAERCAP HOLDINGS NV$260,9240.04%1,815CommonSOLE
29275Y102ENSENERSYS$260,0410.04%1,772CommonSOLE
901109108TPCTUTOR PERINI CORP$258,6970.04%3,860CommonSOLE
78409V104SPGIS&P GLOBAL INC$258,6820.04%495CommonSOLE
G3265R107APTVAPTIV PLC$258,4780.04%3,397CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$257,8120.04%910CommonSOLE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$256,4240.04%3,378CommonSOLE
Y2573F102FLEXFLEX LTD$255,0930.04%4,222CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$249,1950.04%1,757CommonSOLE
482480100KLACKLA CORP$249,0910.04%205CommonSOLE
907818108UNPUNION PAC CORP$248,9000.04%1,076CommonSOLE
371901109GNTXGENTEX CORP$248,7800.04%10,691CommonSOLE
00790R104WMSADVANCED DRAIN SYS INC DEL$244,6180.04%1,689CommonSOLE
868459108SUPNSUPERNUS PHARMACEUTICALS INC$242,2380.04%4,874CommonSOLE
43283X105HGVHILTON GRAND VACATIONS INC$241,0240.04%5,386CommonSOLE
013091103ACIALBERTSONS COS INC$240,3800.04%14,000CommonSOLE
M7516K103NVMINOVA LTD$239,7250.04%730CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$238,5320.04%2,994CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$238,5260.04%3,709CommonSOLE
704551100BTUPEABODY ENERGY CORP$237,7190.04%8,004CommonSOLE
G3922B107GGENPACT LIMITED$237,1750.04%5,070CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$233,9300.04%2,773CommonSOLE
258278100DORMDORMAN PRODS INC$232,4600.04%1,887CommonSOLE
37940X102GPNGLOBAL PMTS INC$228,3300.04%2,950CommonSOLE
971378104WSCWILLSCOT HLDGS CORP$227,2220.04%12,067CommonSOLE
05370A108RNAGBPAVIDITY BIOSCIENCES INC$227,1370.04%3,149CommonSOLE
30303M102METAMETA PLATFORMS INC$227,0710.04%344CommonSOLE
90353W103UIUBIQUITI INC$226,3200.04%409CommonSOLE
983793100XPOXPO INC$225,8820.04%1,662CommonSOLE
55405W104MYRGMYR GROUP INC DEL$225,7110.04%1,033CommonSOLE
458334109IPARINTERPARFUMS INC$224,7150.04%2,649CommonSOLE
72147K108PPCPILGRIMS PRIDE CORP$223,7640.04%5,739CommonSOLE
559663109MGYMAGNOLIA OIL & GAS CORP$223,5630.04%10,213CommonSOLE
50212V100LPLALPL FINL HLDGS INC$223,2310.04%625CommonSOLE
48242W106KBRKBR INC$223,0300.04%5,548CommonSOLE
717081103PFEPFIZER INC$222,1330.04%8,921CommonSOLE
665859104NTRSNORTHERN TR CORP$219,2270.04%1,605CommonSOLE
30231G102XOMEXXON MOBIL CORP$218,6580.04%1,817CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$216,3660.04%2,477CommonSOLE
693506107PPGPPG INDS INC$214,8590.04%2,097CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$214,4390.04%473CommonSOLE
380237107GDDYGODADDY INC$214,0380.04%1,725CommonSOLE
G0378L100AUANGLOGOLD ASHANTI PLC$213,5410.04%2,504CommonSOLE
05352A100AVTRAVANTOR INC$212,5370.04%18,546CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$210,9460.04%542CommonSOLE
81768T108SFBSSERVISFIRST BANCSHARES INC$210,7040.04%2,935CommonSOLE
526107107LIILENNOX INTL INC$209,7710.04%432CommonSOLE
125269100CFCF INDS HLDGS INC$208,2770.04%2,693CommonSOLE
346375108FORMFORMFACTOR INC$208,2270.04%3,733CommonSOLE
070830104BBWIBATH & BODY WORKS INC$207,9480.04%10,356CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$207,9460.04%2,447CommonSOLE
039653100ACAARCOSA INC$207,3240.04%1,950CommonSOLE
296315104ESEESCO TECHNOLOGIES INC$206,5270.04%1,057CommonSOLE
25659T107DLBDOLBY LABORATORIES INC$206,4030.04%3,214CommonSOLE
852234103XYZBLOCK INC$206,1400.04%3,167CommonSOLE
05329W102ANAUTONATION INC$205,8610.03%997CommonSOLE
23804L103DDOGDATADOG INC$204,5290.03%1,504CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$203,2710.03%398CommonSOLE
17253J106CIFRCIPHER MINING INC$171,1860.03%11,598CommonSOLE
03168L105AMRXAMNEAL PHARMACEUTICALS INC$163,4350.03%12,971CommonSOLE
88080T104WULFTERAWULF INC$146,8080.02%12,777CommonSOLE
58463J304MPTMEDICAL PPTYS TRUST INC$143,3350.02%28,667CommonSOLE
767292105RIOTRIOT PLATFORMS INC$132,9970.02%10,497CommonSOLE
87261Y106TMCTMC THE METALS COMPANY INC$108,4930.02%17,584CommonSOLE

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.