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Advocate Investing Services LLC

Q1 2026 · 13F-HR

Advocate Investing Services LLCholdings as filed

Filed 2026-04-22 · accession 0001420506-26-000708

$118.0M
Reported value
448
Positions
2026-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46090A887GSYINVESCO ACTIVELY MANAGED EXC$13.5M11.5%270,079CommonNONE
87283Q867TCAFT ROWE PRICE ETF INC$10.1M8.55%283,604CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$4.6M3.91%56,252CommonNONE
46138E362SPHDINVESCO EXCH TRADED FD TR II$4.4M3.72%88,457CommonNONE
464287341IXCISHARES TR$3.6M3.08%63,178CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$3.4M2.89%15,870CommonNONE
78464A755XMESPDR SERIES TRUST$3.4M2.86%31,242CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$2.1M1.82%16,160CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$2.1M1.78%34,252CommonNONE
037833100AAPLAPPLE INC$2.0M1.68%7,808CommonNONE
931142103WMTWALMART INC$2.0M1.66%15,767CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$1.9M1.58%12,600CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$1.7M1.47%35,186CommonNONE
46434G764EMXCISHARES INC$1.7M1.42%21,272CommonNONE
594918104MSFTMICROSOFT CORP$1.7M1.40%4,465CommonNONE
46434V878ICSHISHARES TR$1.4M1.21%28,227CommonNONE
922908637VVVANGUARD INDEX FDS$1.4M1.16%4,600CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$1.4M1.14%2,077CommonNONE
46090E103QQQINVESCO QQQ TR$1.3M1.13%2,318CommonNONE
92204A702VGTVANGUARD WORLD FD$1.3M1.13%1,914CommonNONE
464287390ILFISHARES TR$1.3M1.10%36,441CommonNONE
92189F700MOOVANECK ETF TRUST$1.3M1.09%15,261CommonNONE
67066G104NVDANVIDIA CORPORATION$1.2M0.99%6,705CommonNONE
336433107FSLRFIRST SOLAR INC$1.1M0.96%5,730CommonNONE
911363109URIUNITED RENTALS INC$1.1M0.94%1,529CommonNONE
454089103IFNABERDEEN INDIA FD INC$1.1M0.92%95,930CommonNONE
30303M102METAMETA PLATFORMS INC$1.1M0.90%1,852CommonNONE
872540109TJXTJX COS INC NEW$1.0M0.87%6,465CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$951,5900.81%955CommonNONE
244199105DEDEERE & CO$929,4450.79%1,650CommonNONE
864482104SPHSUBURBAN PROPANE PARTNERS L$920,7080.78%46,760CommonNONE
G0593M107AZNASTRAZENECA PLC$897,3510.76%4,550CommonNONE
464289180EUFNISHARES TR$897,0390.76%25,740CommonNONE
G35947202FLNGFLEX LNG LTD$847,7540.72%28,534CommonNONE
922908751VBVANGUARD INDEX FDS$844,8420.72%3,226CommonNONE
464287515IGVISHARES TR$844,5280.72%10,550CommonNONE
189054109CLXCLOROX CO DEL$831,0020.70%8,019CommonNONE
530158104USALIBERTY ALL STAR EQUITY FD$823,4480.70%148,369CommonNONE
742718109PGPROCTER & GAMBLE CO$817,1530.69%5,657CommonNONE
922908744VTVVANGUARD INDEX FDS$809,2330.69%4,125CommonNONE
500754106KHCKRAFT HEINZ CO$791,6110.67%35,198CommonNONE
464288521USRTISHARES TR$751,7130.64%12,700CommonNONE
023135106AMZNAMAZON COM INC$740,2020.63%3,554CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$738,9150.63%5,040CommonNONE
02209S103MOALTRIA GROUP INC$721,0080.61%10,926CommonNONE
368802104GAMGENERAL AMERN INVS CO INC$717,3690.61%12,269CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$709,7580.60%2,623CommonNONE
134429109CPBTHE CAMPBELLS COMPANY$673,2740.57%30,232CommonNONE
09225M101BSMBLACK STONE MINERALS L P$664,4980.56%43,948CommonNONE
922908538VOTVANGUARD INDEX FDS$651,8680.55%2,533CommonNONE
20030N101CMCSACOMCAST CORP NEW$649,1510.55%22,611CommonNONE
464286400EWZISHARES INC$624,9510.53%16,279CommonNONE
922042718VSSVANGUARD INTL EQUITY INDEX F$620,2490.53%4,254CommonNONE
464287465EFAISHARES TR$602,2070.51%6,200CommonNONE
464287200IVVISHARES TR$594,7260.50%910CommonNONE
478160104JNJJOHNSON & JOHNSON$588,1230.50%2,406CommonNONE
055622104BPBP PLC$531,5700.45%11,310CommonNONE
494368103KMBKIMBERLY-CLARK CORP$529,6200.45%5,490CommonNONE
060505104BACBANK AMERICA CORP$512,6800.43%10,517CommonNONE
87256C101TKOTKO GROUP HOLDINGS INC$504,1250.43%2,500CommonNONE
91912E105VALEVALE S A$500,9270.42%31,485CommonNONE
02079K305GOOGLALPHABET INC$495,5930.42%1,723CommonNONE
166764100CVXCHEVRON CORPORATION$474,8360.40%2,295CommonNONE
464288224ICLNISHARES TR$466,3950.40%25,500CommonNONE
406216101HALHALLIBURTON CO$447,9040.38%11,488CommonNONE
717081103PFEPFIZER INC$425,2670.36%15,145CommonNONE
11135F101AVGOBROADCOM INC$420,9330.36%1,360CommonNONE
78467V400GALSSGA ACTIVE ETF TR$403,4250.34%8,150CommonNONE
46429B598INDAISHARES TR$399,8770.34%8,537CommonNONE
03027X100AMTAMERICAN TOWER CORP$391,4120.33%2,268CommonNONE
46428Q109SLVISHARES SILVER TR$374,7700.32%5,500CommonNONE
78463V107GLDSPDR GOLD TR$371,3400.31%863CommonNONE
464287614IWFISHARES TR$364,5720.31%855CommonNONE
464286392URTHISHARES INC$352,8390.30%1,960CommonNONE
254687106DISDISNEY WALT CO$335,4030.28%3,480CommonNONE
46137V100PPAINVESCO EXCHANGE TRADED FD T$331,4000.28%2,000CommonNONE
780259305SHELSHELL PLC$325,5000.28%3,500CommonNONE
04010L103ARCCARES CAPITAL CORP$313,7330.27%17,410CommonNONE
316092725FIDIFIDELITY COVINGTON TRUST$306,4160.26%11,100CommonNONE
92936U109WPCWP CAREY INC$289,4410.25%4,259CommonNONE
922908629VOVANGUARD INDEX FDS$286,4220.24%997CommonNONE
00326L100XAODXABRDN TOTAL DYNAMIC DIVIDEND$285,5100.24%31,000CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$284,8020.24%1,400CommonNONE
71654V408PBRPETROLEO BRASILEIRO S A$260,3320.22%12,546CommonNONE
30231G102XOMEXXON MOBIL CORP$258,0520.22%1,521CommonNONE
12572Q105CMECME GROUP INC$249,5710.21%845CommonNONE
440452100HRLHORMEL FOODS CORP$242,5820.21%10,710CommonNONE
11276H106BIPCBROOKFIELD INFRASTRUCTURE CO$234,6700.20%5,938CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$234,5690.20%4,673CommonNONE
09260K101BSTZBLACKROCK SCIENCE & TECHNOLO$228,1450.19%10,300CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$222,3450.19%1,520CommonNONE
464287648IWOISHARES TR$219,6670.19%700CommonNONE
464285204IAUISHARES GOLD TR$217,9310.18%2,472CommonNONE
464288760ITAISHARES TR$215,5720.18%985CommonNONE
922908736VUGVANGUARD INDEX FDS$211,6320.18%485CommonNONE
09260D107BXBLACKSTONE INC$208,3630.18%1,812CommonNONE
N4732M103JBSJBS N.V.$201,5110.17%11,220CommonNONE
70931T103PMTPENNYMAC MTG INVT TR$187,7260.16%16,100CommonNONE
911312106UPSUNITED PARCEL SVCS INC$186,1310.16%1,892CommonNONE
33734X846CIBRFIRST TR EXCHANGE-TRADED FD$181,8760.15%2,902CommonNONE
448947507IDTIDT CORP$181,6210.15%3,699CommonNONE
17275R102CSCOCISCO SYS INC$179,3880.15%2,312CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$177,9030.15%1,100CommonNONE
37960A529SHLDGLOBAL X FDS$177,1000.15%2,500CommonNONE
46625H100JPMJPMORGAN CHASE & CO$176,2010.15%599CommonNONE
458140100INTCINTEL CORP$171,0040.14%3,875CommonNONE
464287598IWDISHARES TR$170,9360.14%800CommonNONE
50212V100LPLALPL FINL HLDGS INC$150,4150.13%500CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$137,4330.12%2,266CommonNONE
92204A207VDCVANGUARD WORLD FD$134,7540.11%600CommonNONE
48251W104KKRKKR & CO INC$129,5000.11%1,400CommonNONE
00287Y109ABBVABBVIE INC$129,4580.11%595CommonNONE
92204A801VAWVANGUARD WORLD FD$128,6110.11%571CommonNONE
369604301GEGE AEROSPACE$124,8580.11%440CommonSOLE
747525103QCOMQUALCOMM INC$124,4020.11%966CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$118,4390.10%140CommonNONE
718172109PMPHILIP MORRIS INTL INC$117,3910.10%710CommonNONE
02079K107GOOGALPHABET INC$114,7440.10%400CommonNONE
92189F676SMHVANECK ETF TRUST$107,3520.09%280CommonNONE
04626A103ALABASTERA LABS INC$98,6400.08%900CommonNONE
74743L100QQNITY ELECTRONICS INC$98,0730.08%850CommonNONE
88579Y101MMM3M CO$97,8850.08%674CommonNONE
674599105OXYOCCIDENTAL PETE CORP$97,5000.08%1,500CommonNONE
767204100RIORIO TINTO PLC$93,2900.08%1,000CommonNONE
00206R102TAT&T INC$92,8090.08%3,201CommonNONE
N53745100LYBLYONDELLBASELL INDUSTRIES NV$85,3750.07%1,060CommonNONE
33733B100FIWFIRST TR EXCHANGE-TRADED FD$84,9610.07%824CommonNONE
88160R101TSLATESLA INC$79,9270.07%215CommonNONE
097023105BABOEING CO$79,6120.07%400CommonNONE
26614N102DDDUPONT DE NEMOURS INC$77,8600.07%1,700CommonNONE
65339F101NEENEXTERA ENERGY INC$74,3040.06%800CommonNONE
49803T300KRGKITE REALTY GROUP TRUST$73,6500.06%3,000CommonNONE
92189F106GDXVANECK ETF TRUST$73,4160.06%800CommonNONE
36828A101GEVGE VERNOVA INC$72,4500.06%83CommonSOLE
D18190898DBDEUTSCHE BK AG$71,4720.06%2,400CommonNONE
68389X105ORCLORACLE CORP$71,0180.06%483CommonNONE
149123101CATCATERPILLAR INC$70,8460.06%100CommonNONE
922908769VTIVANGUARD INDEX FDS$69,6160.06%217CommonNONE
33733F101FADFIRST TR EXCHANGE-TRADED ALP$68,9940.06%434CommonNONE
85208J109FUNDSPROTT FOCUS TR INC$68,4110.06%7,171CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$63,6560.05%228CommonNONE
427096508HTGCHERCULES CAPITAL INC$62,6250.05%4,240CommonNONE
74460D109PSAPUBLIC STORAGE OPER CO$61,4900.05%227CommonNONE
57636Q104MAMASTERCARD INCORPORATED$58,9600.05%118CommonNONE
29444U700EQIXEQUINIX INC$57,8340.05%59CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$55,6960.05%230CommonNONE
345370860FFORD MTR CO$55,3920.05%4,800CommonNONE
92204A405VFHVANGUARD WORLD FD$53,0360.04%439CommonNONE
895436103TYTRI CONTL CORP$52,0850.04%1,649CommonNONE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$51,2040.04%1,700CommonNONE
842587107SOSOUTHERN CO$51,0930.04%529CommonNONE
922908363VOOVANGUARD INDEX FDS$49,5960.04%83CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$47,9200.04%100CommonNONE
464287689IWVISHARES TR$46,7060.04%126CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$46,6550.04%1,699CommonNONE
369550108GDGENERAL DYNAMICS CORP$44,6190.04%130CommonNONE
58155Q103MCKMCKESSON CORP$43,4980.04%50CommonNONE
05464C101AXONAXON ENTERPRISE INC$42,4690.04%100CommonNONE
031162100AMGNAMGEN INC$42,2220.04%120CommonNONE
46434V613IUSBISHARES TR$42,0790.04%911CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$42,0770.04%321CommonNONE
98389B100XELXCEL ENERGY INC$41,3090.04%520CommonNONE
302635206FSKFS KKR CAP CORP$40,7240.03%4,000CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$40,3940.03%308CommonNONE
855244109SBUXSTARBUCKS CORP$40,3160.03%450CommonNONE
78433H303SPYINEOS ETF TRUST$39,4960.03%800CommonSOLE
67066V101NADNUVEEN QUALITY MUNCP INCOME$38,7780.03%3,372CommonNONE
09257A108BCXBLACKROCK RES & COMMODITIES$38,5600.03%3,200CommonNONE
09290C848BIDDBLACKROCK ETF TRUST$37,8690.03%1,332CommonNONE
03761U502MFICMIDCAP FINANCIAL INVSTMNT CO$35,2150.03%3,133CommonNONE
316092600FHLCFIDELITY COVINGTON TRUST$35,1800.03%500CommonNONE
30290Y101FSCOFS CREDIT OPPORTUNITIES CORP$34,7470.03%6,813CommonNONE
76882H105XRMMXRIVERNORTH MANAGED DUR MUN I$34,0750.03%2,500CommonSOLE
30161N101EXCEXELON CORP$33,7250.03%688CommonNONE
925283103VSNTVERSANT MEDIA GROUP INC$33,3910.03%902CommonNONE
760759100RSGREPUBLIC SVCS INC$33,0720.03%151CommonNONE
571903202MARMARRIOTT INTL INC NEW$32,7070.03%100CommonNONE
00217D100ASTSAST SPACEMOBILE INC$31,2420.03%377CommonNONE
25746U109DDOMINION ENERGY INC$30,9100.03%500CommonNONE
464287408IVEISHARES TR$29,7690.03%141CommonNONE
464287622IWBISHARES TR$29,5940.03%83CommonNONE
781154109RBRKRUBRIK INC.$29,3820.02%600CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$28,3400.02%500CommonNONE
882508104TXNTEXAS INSTRS INC$28,1500.02%145CommonNONE
37960A669SDIVGLOBAL X FDS$27,7860.02%1,100CommonNONE
06738E204BCSBARCLAYS PLC$27,5080.02%1,300CommonNONE
609207105MDLZMONDELEZ INTL INC$27,0330.02%469CommonNONE
09290C103DYNFBLACKROCK ETF TRUST$26,7620.02%460CommonNONE
42250P103DOCHEALTHPEAK PROPERTIES INC$26,2880.02%1,600CommonNONE
78464A797KBESPDR SERIES TRUST$25,9060.02%435CommonNONE
464287309IVWISHARES TR$25,9010.02%229CommonNONE
G4124C109GRABGRAB HOLDINGS LIMITED$25,6200.02%7,000CommonNONE
98980L101ZNGAZOOM COMMUNICATIONS INC$24,5190.02%305CommonNONE
437076102HDHOME DEPOT INC$24,3370.02%74CommonNONE
58933Y105MRKMERCK & CO INC$23,9370.02%199CommonNONE
316092865FUTYFIDELITY COVINGTON TRUST$23,6280.02%400CommonNONE
29273V100ETENERGY TRANSFER L P$23,5070.02%1,218CommonNONE
020002101ALLALLSTATE CORP$22,8070.02%110CommonNONE
697900108PAASPAN AMERN SILVER CORP$21,9190.02%401CommonNONE
88018T101TDFTEMPLETON DRAGON FD INC$21,2200.02%2,000CommonNONE
372284208GNEGENIE ENERGY LTD$21,1960.02%1,499CommonNONE
29250N105ENBENBRIDGE INC$21,1150.02%390CommonNONE
644323107FSSLFS SPECIALTY LENDING FD$20,5290.02%1,641CommonNONE
147528103CASYCASEYS GEN STORES INC$19,6520.02%27CommonNONE
46434G103IEMGISHARES INC$19,5330.02%280CommonNONE
77543R102ROKUROKU INC$18,9240.02%200CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$18,9070.02%418CommonNONE
464287879IJSISHARES TR$18,7150.02%158CommonNONE
74340W103PLDPROLOGIS INC.$18,5050.02%140CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$18,0710.02%282CommonNONE
049560105ATOATMOS ENERGY CORP$17,9180.02%97CommonNONE
46432F339QUALISHARES TR$17,8410.02%93CommonNONE
032095101APHAMPHENOL CORP$17,5630.01%139CommonNONE
110448107BTIBRITISH AMERN TOB PLC$17,5410.01%300CommonNONE
835699307SONYSONY GROUP CORP$17,4920.01%845CommonNONE
22052L104CTVACORTEVA INC$16,9100.01%202CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$16,6290.01%150CommonNONE
713448108PEPPEPSICO INC$15,5290.01%100CommonNONE
311900104FASTFASTENAL CO$14,7550.01%318CommonNONE
009066101ABNBAIRBNB INC$14,5220.01%115CommonNONE
464288588MBBISHARES TR$14,3370.01%151CommonNONE
464287101OEFISHARES TR$14,3130.01%45CommonNONE
46138E628KBWBINVESCO EXCH TRADED FD TR II$14,2420.01%180CommonNONE
464288877EFVISHARES TR$13,9040.01%187CommonNONE
579780206MKCMCCORMICK & CO INC$13,1650.01%261CommonNONE
35473P769FLINFRANKLIN TEMPLETON ETF TR$12,4570.01%375CommonNONE
26922A289UFOXETF SER SOLUTIONS$12,3400.01%181CommonNONE
09290C780BAIBLACKROCK ETF TRUST$12,2280.01%371CommonNONE
46138E115PSCTINVESCO EXCH TRADED FD TR II$12,2040.01%203CommonNONE
464288653TLHISHARES TR$12,0880.01%120CommonNONE
092528603BINCBLACKROCK ETF TRUST II$11,9950.01%231CommonNONE
46434G772EWTISHARES INC$11,9940.01%169CommonNONE
19247G107COHRCOHERENT CORP$11,9110.01%50CommonNONE
674599162OXY/WSOCCIDENTAL PETE CORP$11,8850.01%277CommonNONE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$11,7550.01%130CommonNONE
607828100MODMODINE MFG CO$11,7020.01%54CommonNONE
92939U106WECWEC ENERGY GROUP INC$11,5770.01%100CommonNONE
75513E101RTXRTX CORPORATION$11,5740.01%60CommonNONE
682680103OKEONEOK INC NEW$11,3290.01%125CommonNONE
83444M101SOLVSOLVENTUM CORP$10,9700.01%168CommonNONE
872590104TMUST-MOBILE US INC$10,9220.01%52CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$10,8980.01%100CommonNONE
833034101SNASNAP ON INC$10,8970.01%30CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$10,8490.01%25CommonNONE
863667101SYKSTRYKER CORPORATION$10,8430.01%33CommonNONE
03823U102AAOIAPPLIED OPTOELECTRONICS INC$10,5740.01%125CommonNONE
913456109UVVUNIVERSAL CORP VA MTNS BK EN$10,5400.01%200CommonNONE
026874784AIGAMERICAN INTL GROUP INC$10,5350.01%140CommonNONE
59156R108METMETLIFE INC$10,2540.01%145CommonNONE
08774B508BETRBETTER HOME & FINANCE HOLDIN$10,1520.01%285CommonNONE
464286475EEMSISHARES INC$10,0310.01%145CommonNONE
892356106TSCOTRACTOR SUPPLY CO$9,9660.01%220CommonNONE
580135101MCDMCDONALDS CORP$9,9450.01%32CommonNONE
78409V104SPGIS&P GLOBAL INC$9,3570.01%22CommonNONE
452308109ITWILLINOIS TOOL WKS INC$9,1100.01%35CommonNONE
36317J209GLXYGALAXY DIGITAL INC.$9,0410.01%490CommonNONE
824348106SHWSHERWIN WILLIAMS CO$8,9750.01%28CommonNONE
46435G672IAGGISHARES TR$8,8070.01%176CommonNONE
00724F101ADBEADOBE INC$8,7500.01%36CommonNONE
02376R102AALAMERICAN AIRLINES GROUP INC$8,5920.01%800CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$8,4570.01%176CommonNONE
260557103DOWDOW HLDGS INC$8,3300.01%200CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$8,3280.01%117CommonSOLE
06849F108BBARRICK MNG CORP$8,3210.01%204CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$8,2950.01%219CommonNONE
26875P101EOGEOG RES INC$8,0960.01%56CommonNONE
921937827BSVVANGUARD BD INDEX FDS$8,0760.01%103CommonNONE
H01301128ALCALCON AG$8,0630.01%107CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$8,0290.01%59CommonNONE
09290C806THROBLACKROCK ETF TRUST$7,7880.01%215CommonNONE
172908105CTASCINTAS CORP$7,7800.01%46CommonNONE
21873S108CRWVCOREWEAVE INC$7,7470.01%100CommonNONE
942622200WSOWATSCO INC$7,6400.01%21CommonNONE
G8473T100STESTERIS PLC$7,5180.01%34CommonNONE
962166104WYWEYERHAEUSER CO$7,3290.01%300CommonNONE
278865100ECLECOLAB INC$7,1820.01%27CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$7,1470.01%33CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$7,1110.01%35CommonNONE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$7,0510.01%100CommonNONE
46432F396MTUMISHARES TR$6,9600.01%29CommonNONE
370334104GISGENERAL MILLS INC$6,7000.01%180CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$6,6620.01%41CommonNONE
89832Q109TFCTRUIST FINL CORP$6,5740.01%143CommonNONE
461202103INTUINTUIT$6,4860.01%15CommonNONE
37733W204GSKGSK PLC$6,4590.01%117CommonNONE
532457108LLYELI LILLY & CO$6,4380.01%7CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$6,4170.01%22CommonNONE
64110Y108NLOPNET LEASE OFFICE PROPERTIES$6,2660.01%544CommonNONE
632307104NTRANATERA INC$6,2000.01%31CommonNONE
002824100ABTABBOTT LABORATORIES$6,1600.01%60CommonNONE
852234103XYZBLOCK INC$6,0180.01%100CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$5,9490.01%30CommonNONE
426281101JKHYHENRY JACK & ASSOC INC$5,8470.00%37CommonNONE
22410J106CBRLCRACKER BARREL OLD CTRY STOR$5,6220.00%200CommonSOLE
922908652VXFVANGUARD INDEX FDS$5,5570.00%27CommonNONE
609839105MPWRMONOLITHIC PWR SYS INC$5,4670.00%5CommonNONE
191216100KOCOCA COLA CO$5,3760.00%71CommonNONE
701094104PHPARKER-HANNIFIN CORP$5,3710.00%6CommonNONE
303250104FICOFAIR ISAAC CORP$5,3380.00%5CommonNONE
98978V103ZTSZOETIS INC$5,3190.00%45CommonNONE
064149107BNSBANK NOVA SCOTIA B C$5,1980.00%75CommonNONE
770700102HOODROBINHOOD MKTS INC$5,1980.00%75CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$5,1890.00%96CommonNONE
N97284108NBISNEBIUS GROUP N.V.$5,1880.00%50CommonNONE
756109104OREALTY INCOME CORP$5,1010.00%83CommonNONE
00214Q203ARKQARK ETF TR$5,0600.00%45CommonNONE
67071L106NVGNUVEEN AMT FREE MUN CR INC F$4,9320.00%400CommonSOLE
92826C839VVISA INC$4,8360.00%16CommonNONE
891160509TDTORONTO DOMINION BK ONT$4,8170.00%52CommonNONE
46429B267GOVTISHARES TR$4,7880.00%209CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$4,7110.00%50CommonNONE
464288281EMBISHARES TR$4,6970.00%50CommonNONE
25401T603DBRGDIGITALBRIDGE GROUP INC$4,6780.00%303CommonNONE
26622P107DOCSDOXIMITY INC$4,6600.00%200CommonNONE
032108607BLOKAMPLIFY ETF TR$4,4830.00%90CommonNONE
92204A504VHTVANGUARD WORLD FD$4,3570.00%16CommonNONE
52110M109LAZLAZARD INC$4,2480.00%100CommonNONE
719405102PLABPHOTRONICS INC$4,2030.00%104CommonNONE
723484101PNWPINNACLE WEST CAP CORP$4,0000.00%40CommonNONE
237194105DRIDARDEN RESTAURANTS INC$3,9210.00%20CommonNONE
539830109LMTLOCKHEED MARTIN CORP$3,8770.00%6CommonNONE
38268T103GPROGOPRO INC$3,8500.00%5,000CommonNONE
73278L105POOLPOOL CORP$3,8440.00%19CommonNONE
075887109BDXBECTON DICKINSON & CO$3,7740.00%24CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$3,6880.00%8CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$3,6350.00%50CommonNONE
773121108RKLBROCKET LAB CORP$3,5320.00%55CommonNONE
921937793BLVVANGUARD BD INDEX FDS$3,5080.00%51CommonNONE
375558103GILDGILEAD SCIENCES INC$3,4840.00%25CommonNONE
46435U796SYSBISHARES TR$3,4710.00%39CommonNONE
038222105AMATAPPLIED MATLS INC$3,4180.00%10CommonNONE
302491303FMCFMC CORP$3,3580.00%195CommonNONE
16679L109CHWYCHEWY INC$3,3480.00%124CommonNONE
70614W100PTONPELOTON INTERACTIVE INC$3,3470.00%780CommonNONE
12468P104AIC3 AI INC$3,3260.00%395CommonNONE
032654105ADIANALOG DEVICES INC$3,1810.00%10CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$3,1230.00%39CommonNONE
53578P105LNKBLINKBANCORP INC$3,1020.00%372CommonNONE
038923108ABRARBOR REALTY TRUST INC$3,0840.00%400CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$3,0420.00%9CommonNONE
92338C103VLTOVERALTO CORP$3,0250.00%34CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$2,9430.00%5CommonNONE
33738R506RDVYFIRST TR EXCHANGE TRADED FD$2,8700.00%42CommonNONE
172967424CCITIGROUP INC$2,8350.00%25CommonNONE
78468R655CNRGSPDR SERIES TRUST$2,8000.00%31CommonNONE
136069101CMCANADIAN IMPERIAL BANK OF CO$2,7430.00%29CommonNONE
22266T109CPNGCOUPANG INC$2,7370.00%145CommonNONE
26922A420QTUMETF SER SOLUTIONS$2,6830.00%25CommonNONE
03076C106AMPAMERIPRISE FINL INC$2,6660.00%6CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$2,5730.00%84CommonNONE
14040H105COFCAPITAL ONE FINL CORP$2,5540.00%14CommonNONE
422806208HEI/AHEICO CORP NEW$2,5330.00%12CommonNONE
69932A204PSKYPARAMOUNT SKYDANCE CORP$2,5260.00%280CommonNONE
806857108SLBSLB LIMITED$2,4150.00%47CommonNONE
82706C108SIMOSILICON MOTION TECHNOLOGY CO$2,3580.00%21CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$2,3140.00%26CommonNONE
75062E106RFLRAFAEL HLDGS INC$2,3110.00%1,849CommonNONE
66987V109NVSNOVARTIS AG$2,2910.00%15CommonNONE
925652109VICIVICI PPTYS INC$2,2620.00%83CommonNONE
929740108WABWABTEC$2,2500.00%9CommonNONE
201723103CMCCOMMERCIAL METALS CO$2,2110.00%36CommonNONE
031100100AMEAMETEK INC$2,1440.00%10CommonNONE
06652K103BKUBANKUNITED INC$2,0770.00%46CommonNONE
00214Q500PRNTARK ETF TR$2,0430.00%100CommonNONE
46429B663HDVISHARES TR$2,0360.00%15CommonNONE
606822104MUFGMITSUBISHI UFJ FINANCIAL GRO$2,0360.00%120CommonNONE
718546104PSXPHILLIPS 66$2,0040.00%11CommonNONE
052769106ADSKAUTODESK INC$1,9150.00%8CommonNONE
127097103CTRACOTERRA ENERGY INC$1,8980.00%54CommonNONE
172062101CINFCINCINNATI FINL CORP$1,8880.00%12CommonNONE
526057104LENLENNAR CORP$1,8240.00%21CommonNONE
438516106HONHONEYWELL INTL INC$1,8080.00%8CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$1,6800.00%26CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$1,6650.00%8CommonNONE
302520101FNBF N B CORP$1,6550.00%99CommonNONE
91332U101UUNITY SOFTWARE INC$1,6460.00%75CommonNONE
403949100DINOHF SINCLAIR CORP$1,6220.00%26CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$1,6010.00%50CommonNONE
749685103RPMRPM INTL INC$1,5900.00%16CommonNONE
H42097107UBSUBS GROUP AG$1,5630.00%40CommonNONE
803054204SAPSAP SE$1,5410.00%9CommonNONE
165167735EXEEXPAND ENERGY CORPORATION$1,5370.00%14CommonNONE
654106103NKENIKE INC$1,4790.00%28CommonNONE
80105N105SNYSANOFI SA$1,4450.00%30CommonNONE
773903109ROKROCKWELL AUTOMATION INC$1,4360.00%4CommonNONE
464287150ITOTISHARES TR$1,4240.00%10CommonNONE
011532108AGIALAMOS GOLD INC$1,3770.00%31CommonNONE
452327109ILMNILLUMINA INC$1,3560.00%11CommonNONE
235851102DHRDANAHER CORP DEL$1,3270.00%7CommonNONE
688239201OSKOSHKOSH CORP$1,3250.00%9CommonNONE
72147K108PPCPILGRIMS PRIDE CORP$1,2840.00%34CommonNONE
09073M104TECHBIO-TECHNE CORP$1,2540.00%24CommonNONE
229899109CFRCULLEN FROST BANKERS INC$1,2340.00%9CommonNONE
87612E106TGTTARGET CORP$1,2120.00%10CommonNONE
79466L302CRMSALESFORCE INC$1,1200.00%6CommonNONE
090572207BIOBIO RAD LABS INC$1,1150.00%4CommonNONE
871829107SYYSYSCO CORP$1,0700.00%15CommonNONE
G5960L103MDTMEDTRONIC PLC$1,0400.00%12CommonNONE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$9780.00%22CommonNONE
09239B109BLBLACKLINE INC$9250.00%25CommonNONE
941848103WATWATERS CORP$8930.00%3CommonNONE
37940X102GPNGLOBAL PMTS INC$8750.00%13CommonNONE
29472R108ELSEQUITY LIFESTYLE PROPERTIES$8740.00%14CommonNONE
74736L109QTWOQ2 HLDGS INC$8510.00%18CommonNONE
197236102COLBCOLUMBIA BKG SYS INC$8500.00%31CommonNONE
871607107SNPSSYNOPSYS INC$7930.00%2CommonNONE
00081T108ACCOACCO BRANDS CORP$7920.00%264CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$7910.00%4CommonNONE
880779103TEXTEREX CORP NEW$7680.00%13CommonNONE
60770K107MRNAMODERNA INC$7620.00%15CommonNONE
21036P108STZCONSTELLATION BRANDS INC$7500.00%5CommonNONE
22822V101CCICROWN CASTLE INC$7320.00%9CommonNONE
92556V106VTRSVIATRIS INC$6620.00%49CommonSOLE
72352L106PINSPINTEREST INC$6420.00%35CommonNONE
649445400FLGFLAGSTAR BANK NATIONAL ASSOC$6010.00%46CommonNONE
879369106TFXTELEFLEX INCORPORATED$5980.00%5CommonNONE
G0250X149AMCRAMCOR PLC$5960.00%15CommonNONE
200525103CBSHCOMMERCE BANCSHARES INC$5900.00%12CommonNONE
147448104CWSTCASELLA WASTE SYS INC$5550.00%7CommonNONE
78464A805SPTMSPDR SERIES TRUST$5530.00%7CommonNONE
524660107LEGLEGGETT & PLATT INC$5300.00%54CommonNONE
78410G104SBACSBA COMMUNICATIONS CORP$5160.00%3CommonNONE
016255101ALGNALIGN TECHNOLOGY INC$5140.00%3CommonNONE
143130102KMXCARMAX INC$4990.00%12CommonNONE
759916109RGENREPLIGEN CORP$4710.00%4CommonNONE
550021109LULULULULEMON ATHLETICA INC$4590.00%3CommonNONE
78468R853SPSMSPDR SERIES TRUST$4350.00%9CommonNONE
114340102AZTAAZENTA INC$4230.00%20CommonNONE
09062W204BLFSBIOLIFE SOLUTIONS INC$4200.00%22CommonNONE
42704L104HRIHERC HLDGS INC$3980.00%4CommonNONE
116794108BRKRBRUKER CORP$3970.00%11CommonNONE
771049103RBLXROBLOX CORP$3960.00%7CommonNONE
98423F109XMTRXOMETRY INC$3270.00%8CommonNONE
601137102MRPMILLROSE PPTYS INC$2800.00%10CommonNONE
29786A106ETSYETSY INC$2500.00%5CommonNONE
229050307CYRXCRYOPORT INC$2320.00%28CommonNONE
457730109INSPINSPIRE MED SYS INC$2060.00%4CommonNONE
219798105QDELQUIDELORTHO CORP$1810.00%11CommonNONE
706327103PBAPEMBINA PIPELINE CORP$1790.00%4CommonNONE
83443Q103SOLSSOLSTICE ADVANCED MATLS INC$1520.00%2CommonNONE
032108540AWAYAMPLIFY ETF TR$1130.00%7CommonNONE
12685J105CABOCABLE ONE INC$910.00%1CommonNONE
384313607EAFGRAFTECH INTL LTD SR NT$880.00%13CommonNONE
68622V106OGNORGANON & CO$660.00%11CommonNONE
39986L109GRWGGROWGENERATION CORP$110.00%10CommonNONE
88688T209TLRYTILRAY BRANDS INC$60.00%1CommonNONE
94987B105XEADXALLSPRING INCOME OPPORTUNIT$60.00%1CommonNONE
58463J304MPTMEDICAL PROPERTIES TRUST INC$00CommonSOLE

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.