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Advocate Investing Services LLC

Q2 2026 · 13F-HR

Advocate Investing Services LLCholdings as filed

Filed 2026-07-29 · accession 0001420506-26-001324

$129.8M
Reported value
460
Positions
2026-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46090A887GSYINVESCO ACTIVELY MANAGED EXC$13.0M10.1%260,150CommonNONE
87283Q867TCAFT ROWE PRICE EXCHANGE-TRADED$11.6M8.94%282,278CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$5.2M3.99%62,296CommonNONE
46138E362SPHDINVESCO EXCH TRADED FD TR II$4.8M3.71%94,662CommonNONE
78464A755XMESPDR SERIES TRUST$3.2M2.49%30,220CommonNONE
464287341IXCISHARES TR$3.1M2.39%63,195CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$3.1M2.36%16,050CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$2.9M2.27%18,639CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$2.8M2.17%11,917CommonNONE
037833100AAPLAPPLE INC$2.3M1.75%7,847CommonNONE
92204A702VGTVANGUARD WORLD FD$2.1M1.63%17,694CommonNONE
46434G764EMXCISHARES INC$2.1M1.62%20,577CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$1.9M1.45%35,000CommonNONE
931142103WMTWALMART INC$1.8M1.38%15,768CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$1.7M1.35%32,945CommonNONE
911363109URIUNITED RENTALS INC$1.7M1.34%1,530CommonNONE
46090E103QQQINVESCO QQQ TR$1.7M1.30%2,293CommonNONE
594918104MSFTMICROSOFT CORP$1.7M1.30%4,520CommonNONE
46434V878ICSHISHARES TR$1.6M1.26%32,412CommonNONE
922908637VVVANGUARD INDEX FDS$1.6M1.22%4,600CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$1.4M1.07%1,852CommonNONE
67066G104NVDANVIDIA CORPORATION$1.4M1.04%6,779CommonNONE
336433107FSLRFIRST SOLAR INC$1.4M1.04%5,730CommonNONE
33738R506RDVYFIRST TR EXCHANGE TRADED FD$1.3M1.02%16,403CommonNONE
464287390ILFISHARES TR$1.2M0.95%36,472CommonNONE
92189F700MOOVANECK ETF TRUST$1.2M0.93%15,261CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$1.1M0.83%2,589CommonNONE
494368103KMBKIMBERLY-CLARK CORP$1.1M0.82%9,710CommonNONE
742718109PGPROCTER & GAMBLE CO$1.1M0.81%7,187CommonNONE
244199105DEDEERE & CO$1.0M0.81%1,650CommonNONE
464289180EUFNISHARES TR$1.0M0.77%25,740CommonNONE
454089103IFNABERDEEN INDIA FD INC$983,1000.76%83,668CommonNONE
922908751VBVANGUARD INDEX FDS$980,3670.76%3,234CommonNONE
30303M102METAMETA PLATFORMS INC$973,0000.75%1,727CommonNONE
872540109TJXTJX COS INC NEW$940,2160.72%6,206CommonNONE
464287515IGVISHARES TR$933,1800.72%10,300CommonNONE
189054109CLXCLOROX CO DEL$927,5740.71%9,719CommonNONE
500754106KHCKRAFT HEINZ CO$899,8840.69%38,098CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$893,3730.69%955CommonNONE
530158104USALIBERTY ALL STAR EQUITY FD$878,7240.68%151,243CommonNONE
023135106AMZNAMAZON COM INC$871,3740.67%3,656CommonNONE
G0593M107AZNASTRAZENECA PLC$862,7710.66%4,550CommonNONE
134429109CPBTHE CAMPBELLS COMPANY$855,8880.66%38,432CommonNONE
922908744VTVVANGUARD INDEX FDS$853,6560.66%3,917CommonNONE
464288521USRTISHARES TR$843,9150.65%12,700CommonNONE
02209S103MOALTRIA GROUP INC$843,7140.65%11,726CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$813,2740.63%1,400CommonNONE
G35947202FLNGFLEX LNG LTD$811,1150.62%28,907CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$799,6460.62%5,040CommonNONE
368802104GAMGENERAL AMERN INVS CO INC$782,1490.60%12,269CommonNONE
922908538VOTVANGUARD INDEX FDS$775,8580.60%2,533CommonNONE
464287200IVVISHARES TR$739,6810.57%988CommonNONE
46429B598INDAISHARES TR$668,5970.52%13,537CommonNONE
20030N101CMCSACOMCAST CORP NEW$668,0210.51%27,211CommonNONE
922042718VSSVANGUARD INTL EQUITY INDEX F$656,5440.51%4,255CommonNONE
464287465EFAISHARES TR$644,0560.50%6,200CommonNONE
02079K305GOOGLALPHABET INC$639,2550.49%1,789CommonNONE
478160104JNJJOHNSON & JOHNSON$611,0530.47%2,406CommonNONE
060505104BACBANK OF AMER CORP$599,2310.46%10,517CommonNONE
464286400EWZISHARES INC$561,6260.43%16,279CommonNONE
458140100INTCINTEL CORP$541,0660.42%3,875CommonNONE
464288224ICLNISHARES TR$522,4950.40%25,500CommonNONE
11135F101AVGOBROADCOM INC$513,7400.40%1,360CommonNONE
87256C101TKOTKO GROUP HOLDINGS INC$503,2750.39%2,500CommonNONE
91912E105VALEVALE S A$466,5410.36%31,020CommonNONE
78467V400GALSSGA ACTIVE ETF TR$430,6460.33%8,150CommonNONE
464287614IWFISHARES TR$424,6610.33%3,420CommonNONE
055622104BPBP PLC$417,9050.32%11,310CommonNONE
464286392URTHISHARES INC$397,1740.31%1,960CommonNONE
254687106DISDISNEY WALT CO$391,8350.30%4,071CommonNONE
166764100CVXCHEVRON CORPORATION$371,3020.29%2,240CommonNONE
03027X100AMTAMERICAN TOWER CORP$370,9760.29%2,268CommonNONE
717081103PFEPFIZER INC$364,7510.28%15,148CommonNONE
654902204NOKNOKIA CORP$362,5440.28%27,300CommonNONE
46137V100PPAINVESCO EXCHANGE TRADED FD T$353,3000.27%2,000CommonNONE
911312106UPSUNITED PARCEL SVCS INC$343,2420.26%3,193CommonNONE
922908629VOVANGUARD INDEX FDS$330,3130.25%4,100CommonNONE
N97284108NBISNEBIUS GROUP N.V.$325,8850.25%1,180CommonNONE
04010L103ARCCARES CAPITAL CORP$322,6110.25%17,410CommonNONE
00326L100XAODXABRDN TOTAL DYNAMIC DIVIDEND$319,6100.25%31,000CommonNONE
78463V107GLDSPDR GOLD TR$317,9120.24%863CommonNONE
440452100HRLHORMEL FOODS CORP$312,9800.24%12,610CommonNONE
09260K101BSTZBLACKROCK SCIENCE & TECHNOLO$309,3090.24%10,300CommonNONE
92936U109WPCWP CAREY INC$304,5840.23%4,260CommonNONE
316092725FIDIFIDELITY COVINGTON TRUST$303,8070.23%11,100CommonNONE
406216101HALHALLIBURTON CO$296,6440.23%8,738CommonNONE
46428Q109SLVISHARES SILVER TR$294,0850.23%5,500CommonNONE
464288760ITAISHARES TR$286,0380.22%1,180CommonNONE
464287648IWOISHARES TR$275,7720.21%700CommonNONE
17275R102CSCOCISCO SYS INC$271,5680.21%2,312CommonNONE
780259305SHELSHELL PLC$271,3900.21%3,500CommonNONE
33734X846CIBRFIRST TR EXCHANGE-TRADED FD$238,3760.18%2,653CommonNONE
922908736VUGVANGUARD INDEX FDS$231,4300.18%2,687CommonNONE
11276H106BIPCBROOKFIELD INFRASTRUCTURE CO$228,6140.18%5,938CommonNONE
448947507IDTIDT CORP$215,1340.17%3,699CommonNONE
09260D107BXBLACKSTONE INC$213,2190.16%1,812CommonNONE
30231G102XOMEXXON MOBIL CORP$207,9510.16%1,521CommonNONE
04626A103ALABASTERA LABS INC$205,2840.16%425CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$203,7530.16%1,100CommonNONE
71654V408PBRPETROLEO BRASILEIRO S A$202,7450.16%12,546CommonNONE
464285204IAUISHARES GOLD TR$198,8250.15%2,633CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$198,2450.15%3,510CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$197,8820.15%4,674CommonNONE
464287598IWDISHARES TR$193,9440.15%800CommonNONE
46625H100JPMJPMORGAN CHASE & CO$188,2150.14%575CommonNONE
12572Q105CMECME GROUP INC$186,6010.14%845CommonNONE
70931T103PMTPENNYMAC MTG INVT TR$181,6080.14%16,100CommonNONE
747525103QCOMQUALCOMM INC$178,5070.14%966CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$177,3450.14%1,520CommonNONE
38149W432GTOPGOLDMAN SACHS ETF TR$159,9340.12%3,212CommonNONE
369604301GEGE AEROSPACE$157,3930.12%421CommonSOLE
00287Y109ABBVABBVIE INC$149,8720.12%596CommonNONE
37960A529SHLDGLOBAL X FDS$149,2750.11%2,500CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$141,5920.11%140CommonNONE
02079K107GOOGALPHABET INC$141,3320.11%400CommonNONE
50212V100LPLALPL FINL HLDGS INC$140,8400.11%500CommonNONE
74743L100QQNITY ELECTRONICS INC$138,8140.11%850CommonNONE
92204A207VDCVANGUARD WORLD FD$135,2940.10%600CommonNONE
92204A801VAWVANGUARD WORLD FD$130,5810.10%571CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$130,5670.10%2,266CommonNONE
N4732M103JBSJBS N.V.$129,1650.10%10,900CommonNONE
48251W104KKRKKR & CO INC$128,4920.10%1,400CommonNONE
718172109PMPHILIP MORRIS INTL INC$128,4460.10%710CommonNONE
88579Y101MMM3M CO$109,1270.08%674CommonNONE
149123101CATCATERPILLAR INC$106,4900.08%100CommonNONE
36828A101GEVGE VERNOVA INC$97,5130.08%83CommonSOLE
72201Y101PDIPIMCO DYNAMIC INCOME FD$96,8600.07%5,800CommonNONE
767204100RIORIO TINTO PLC$94,9300.07%1,000CommonNONE
864482104SPHSUBURBAN PROPANE PARTNERS L$94,0500.07%5,500CommonNONE
09290C103DYNFBLACKROCK ETF TRUST$90,7920.07%1,335CommonNONE
88160R101TSLATESLA INC$90,4290.07%215CommonNONE
33733B100FIWFIRST TR EXCHANGE-TRADED FD$90,3820.07%825CommonNONE
33733F101FADFIRST TR EXCHANGE-TRADED ALP$86,8480.07%434CommonNONE
097023105BABOEING CO$86,5880.07%400CommonNONE
49803T300KRGKITE REALTY GROUP TRUST$85,1400.07%3,000CommonNONE
D18190898DBDEUTSCHE BK AG$81,0240.06%2,400CommonNONE
922908769VTIVANGUARD INDEX FDS$80,2990.06%217CommonNONE
46434G103IEMGISHARES INC$80,0250.06%966CommonNONE
464287408IVEISHARES TR$79,0130.06%348CommonNONE
26614N201DDDUPONT DE NEMOURS INC$76,7720.06%566CommonNONE
464287309IVWISHARES TR$75,5080.06%549CommonNONE
674599105OXYOCCIDENTAL PETE CORP$72,8550.06%1,500CommonNONE
68389X105ORCLORACLE CORP$70,7890.05%483CommonNONE
65339F101NEENEXTERA ENERGY INC$70,2160.05%800CommonNONE
85208J109FUNDSPROTT FOCUS TR INC$68,9860.05%7,277CommonNONE
832696405SJMSMUCKER J M CO$67,5000.05%600CommonNONE
427096508HTGCHERCULES CAPITAL INC$66,8650.05%4,240CommonNONE
345370860FFORD MTR CO$66,7200.05%4,800CommonNONE
00206R102TAT&T INC$66,2900.05%3,202CommonNONE
904767803ULUNILEVER PLC$66,1320.05%1,100CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$64,6680.05%230CommonNONE
74460D109PSAPUBLIC STORAGE$63,6620.05%200CommonNONE
29444U700EQIXEQUINIX INC$61,5020.05%59CommonNONE
57636Q104MAMASTERCARD INCORPORATED$60,6050.05%118CommonNONE
92189F106GDXVANECK ETF TRUST$60,3600.05%800CommonNONE
46434V613IUSBISHARES TR$59,8560.05%1,297CommonNONE
92204A405VFHVANGUARD WORLD FD$57,7720.04%439CommonNONE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$57,5960.04%1,700CommonNONE
895436103TYTRI CONTL CORP$57,5770.04%1,673CommonNONE
922908363VOOVANGUARD INDEX FDS$57,0050.04%83CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$56,7090.04%228CommonNONE
464288877EFVISHARES TR$56,1130.04%733CommonNONE
464287101OEFISHARES TR$55,2470.04%151CommonNONE
464287689IWVISHARES TR$53,7270.04%126CommonNONE
92189F676SMHVANECK ETF TRUST$52,4720.04%80CommonNONE
464288414MUBISHARES TR$51,5500.04%479CommonNONE
842587107SOSOUTHERN CO$50,6640.04%529CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$50,0390.04%100CommonNONE
09290C780BAIBLACKROCK ETF TRUST$48,8180.04%926CommonNONE
781154109RBRKRUBRIK INC.$48,1680.04%600CommonNONE
369550108GDGENERAL DYNAMICS CORP$46,0510.04%130CommonNONE
855244109SBUXSTARBUCKS CORP$45,9860.04%450CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$45,2960.03%1,699CommonNONE
N53745100LYBLYONDELLBASELL INDUSTRIES NV$44,7240.03%849CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$43,9160.03%321CommonNONE
031162100AMGNAMGEN INC$43,4550.03%120CommonNONE
19247G107COHRCOHERENT CORP$43,3930.03%110CommonNONE
882508104TXNTEXAS INSTRS INC$43,2200.03%145CommonNONE
78433H303SPYINEOS ETF TRUST$42,4720.03%800CommonSOLE
302635206FSKFS KKR CAP CORP$42,0050.03%4,000CommonNONE
98389B100XELXCEL ENERGY INC$41,7560.03%520CommonNONE
67066V101NADNUVEEN QUALITY MUNCP INCOME$40,8690.03%3,372CommonNONE
09290C848BIDDBLACKROCK ETF TRUST$39,9870.03%1,332CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$39,3800.03%311CommonNONE
316092600FHLCFIDELITY COVINGTON TRUST$38,6250.03%500CommonNONE
571903202MARMARRIOTT INTL INC NEW$37,0590.03%100CommonNONE
76882H105XRMMXRIVERNORTH MANAGED DUR MUN I$36,9600.03%2,500CommonSOLE
464288653TLHISHARES TR$36,5260.03%364CommonNONE
09257A108BCXBLACKROCK RES & COMMODITIES$36,1920.03%3,200CommonNONE
09290C806THROBLACKROCK ETF TRUST$35,3070.03%819CommonNONE
06738E204BCSBARCLAYS PLC$34,9180.03%1,300CommonNONE
42250P103DOCHEALTHPEAK PROPERTIES INC$34,2400.03%1,600CommonNONE
25746U109DDOMINION ENERGY INC$34,1450.03%500CommonNONE
30290Y101FSCOFS CREDIT OPPORTUNITIES CORP$33,9980.03%6,813CommonNONE
464287622IWBISHARES TR$33,9890.03%83CommonNONE
46432F339QUALISHARES TR$33,3480.03%152CommonNONE
925283103VSNTVERSANT MEDIA GROUP INC$32,4820.03%902CommonNONE
30161N101EXCEXELON CORP$32,3660.02%694CommonNONE
09228F103BBBLACKBERRY LTD$31,6250.02%2,500CommonNONE
03761U502MFICMIDCAP FINANCIAL INVSTMNT CO$31,5810.02%3,133CommonNONE
219350105GLWCORNING INC$29,3870.02%115CommonNONE
46432F396MTUMISHARES TR$28,4560.02%83CommonNONE
05464C101AXONAXON ENTERPRISE INC$28,0310.02%50CommonNONE
77543R102ROKUROKU INC$27,6280.02%200CommonNONE
609207105MDLZMONDELEZ INTL INC$27,1270.02%469CommonNONE
37960A669SDIVGLOBAL X FDS$26,8840.02%1,100CommonNONE
00760J108AEHRAEHR TEST SYS$26,4170.02%275CommonNONE
G4124C109GRABGRAB HOLDINGS LIMITED$26,3900.02%7,000CommonNONE
98980L101ZNGAZOOM COMMUNICATIONS INC$26,3250.02%305CommonNONE
020002101ALLALLSTATE CORP$26,1730.02%110CommonNONE
437076102HDHOME DEPOT INC$26,0980.02%74CommonNONE
58933Y105MRKMERCK & CO INC$25,5720.02%199CommonNONE
47103U845JAAAJANUS DETROIT STR TR$25,2450.02%500CommonNONE
21873S108CRWVCOREWEAVE INC$24,8850.02%250CommonNONE
032095101APHAMPHENOL CORP$24,5080.02%139CommonNONE
579780206MKCMCCORMICK & CO INC$23,7470.02%471CommonNONE
316092865FUTYFIDELITY COVINGTON TRUST$23,3680.02%400CommonNONE
29273V100ETENERGY TRANSFER L P$23,2880.02%1,218CommonNONE
88018T101TDFTEMPLETON DRAGON FD INC$21,7800.02%2,000CommonNONE
372284208GNEGENIE ENERGY LTD$21,6610.02%1,499CommonNONE
464287879IJSISHARES TR$21,5950.02%158CommonNONE
760759100RSGREPUBLIC SVCS INC$21,5210.02%101CommonNONE
147528103CASYCASEYS GEN STORES INC$21,4590.02%27CommonNONE
29250N105ENBENBRIDGE INC$21,3700.02%394CommonNONE
913456109UVVUNIVERSAL CORP VA MTNS BK EN$20,8680.02%400CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$20,0930.02%282CommonNONE
580135101MCDMCDONALDS CORP$19,4620.01%72CommonNONE
464288588MBBISHARES TR$19,3770.01%205CommonNONE
74340W103PLDPROLOGIS INC.$18,9660.01%140CommonNONE
46138E115PSCTINVESCO EXCH TRADED FD TR II$18,7740.01%203CommonNONE
110448107BTIBRITISH AMERN TOB PLC$18,5280.01%300CommonNONE
03823U102AAOIAPPLIED OPTOELECTRONICS INC$18,5200.01%125CommonNONE
46434G772EWTISHARES INC$18,3690.01%169CommonNONE
644323107FSSLFS SPECIALTY LENDING FD$18,2970.01%1,641CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$18,0490.01%418CommonNONE
26922A289UFOXETF SER SOLUTIONS$17,2020.01%181CommonNONE
22052L104CTVACORTEVA INC$17,1080.01%202CommonNONE
835699307SONYSONY GROUP CORP$16,9510.01%845CommonNONE
46138E628KBWBINVESCO EXCH TRADED FD TR II$16,7360.01%180CommonNONE
049560105ATOATMOS ENERGY CORP$16,7100.01%97CommonNONE
46435G672IAGGISHARES TR$16,6480.01%329CommonNONE
009066101ABNBAIRBNB INC$16,4570.01%115CommonNONE
092528603BINCBLACKROCK ETF TRUST II$16,3840.01%313CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$16,0700.01%150CommonNONE
Q4982L109IRENIREN LIMITED$16,0060.01%350CommonNONE
311900104FASTFASTENAL CO$15,2730.01%318CommonNONE
02376R102AALAMERICAN AIRLINES GROUP INC$14,4560.01%800CommonNONE
607828100MODMODINE MFG CO$14,4190.01%54CommonNONE
925652109VICIVICI PPTYS INC$14,3140.01%539CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$13,5700.01%212CommonNONE
713448108PEPPEPSICO INC$13,5400.01%100CommonNONE
36317J209GLXYGALAXY DIGITAL INC.$13,3970.01%490CommonNONE
83444M101SOLVSOLVENTUM CORP$12,9620.01%168CommonNONE
833034101SNASNAP ON INC$12,0720.01%30CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$11,7280.01%100CommonNONE
921910816MGKVANGUARD WORLD FD$11,6920.01%133CommonNONE
92939U106WECWEC ENERGY GROUP INC$11,6770.01%100CommonNONE
58155Q103MCKMCKESSON CORP$11,5710.01%15CommonNONE
75513E101RTXRTX CORPORATION$11,3840.01%60CommonNONE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$11,1920.01%130CommonNONE
18467V109YOUCLEAR SECURE INC$11,1770.01%201CommonNONE
464286772EWYISHARES INC$11,1050.01%55CommonNONE
464288885EFGISHARES TR$11,0710.01%89CommonNONE
464286475EEMSISHARES INC$11,0040.01%145CommonNONE
682680103OKEONEOK INC NEW$10,9070.01%125CommonNONE
092528843HIMUBLACKROCK ETF TRUST II$10,7570.01%216CommonNONE
773121108RKLBROCKET LAB CORP$10,6740.01%105CommonNONE
22410J106CBRLCRACKER BARREL OLD CTRY STOR$10,6600.01%200CommonSOLE
863667101SYKSTRYKER CORPORATION$10,3900.01%33CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$10,3820.01%25CommonNONE
824348106SHWSHERWIN WILLIAMS CO$9,6410.01%28CommonNONE
452308109ITWILLINOIS TOOL WKS INC$9,4660.01%35CommonNONE
64110L106NFLXNETFLIX INC.$9,2820.01%130CommonNONE
78409V104SPGIS&P GLOBAL INC$8,9600.01%22CommonNONE
942622200WSOWATSCO INC$8,7510.01%21CommonNONE
872590104TMUST-MOBILE US INC$8,7220.01%52CommonNONE
84615Q103SPCXSPACE EXPLORATION TECHN CORP$8,5430.01%50CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$8,5240.01%176CommonNONE
632307104NTRANATERA INC$8,4150.01%31CommonNONE
532457108LLYELI LILLY & CO$8,3960.01%7CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$8,1730.01%222CommonNONE
921937827BSVVANGUARD BD INDEX FDS$8,0250.01%103CommonNONE
08774B508BETRBETTER HOME & FINANCE HOLDIN$7,8380.01%285CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$7,8380.01%35CommonNONE
172908105CTASCINTAS CORP$7,8240.01%46CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$7,7630.01%59CommonNONE
852234103XYZBLOCK INC$7,6000.01%100CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$7,5760.01%33CommonNONE
093712107BEBLOOM ENERGY CORP$7,5680.01%25CommonNONE
278865100ECLECOLAB INC$7,5230.01%27CommonNONE
770700102HOODROBINHOOD MKTS INC$7,5210.01%75CommonNONE
06849F108BBARRICK MNG CORP$7,4930.01%204CommonNONE
00724F101ADBEADOBE INC$7,3810.01%36CommonNONE
674599162OXY/WSOCCIDENTAL PETE CORP$7,3760.01%277CommonNONE
26875P101EOGEOG RES INC$7,2650.01%56CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$7,2630.01%22CommonNONE
038222105AMATAPPLIED MATLS INC$7,2300.01%10CommonNONE
09290C855BLCRBLACKROCK ETF TRUST$7,2030.01%143CommonNONE
H01301128ALCALCON AG$7,1800.01%107CommonNONE
G8473T100STESTERIS PLC$7,1590.01%34CommonNONE
89832Q109TFCTRUIST FINL CORP$7,1240.01%143CommonNONE
82706C108SIMOSILICON MOTION TECHNOLOGY CO$7,0000.01%21CommonNONE
892356106TSCOTRACTOR SUPPLY CO$6,9540.01%220CommonNONE
609839105MPWRMONOLITHIC PWR SYS INC$6,9120.01%5CommonNONE
922908652VXFVANGUARD INDEX FDS$6,6480.01%27CommonNONE
064149107BNSBANK NOVA SCOTIA B C$6,5130.01%75CommonNONE
891160509TDTORONTO DOMINION BK ONT$6,3150.00%52CommonNONE
370334104GISGENERAL MILLS INC$6,2640.00%180CommonNONE
375558103GILDGILEAD SCIENCES INC$6,1910.00%49CommonNONE
37733W204GSKGSK PLC$6,1850.00%118CommonNONE
75062E106RFLRAFAEL HLDGS INC$6,0650.00%1,849CommonNONE
64110Y108NLOPNET LEASE OFFICE PROPERTIES$6,0540.00%544CommonNONE
303250104FICOFAIR ISAAC CORP$5,9740.00%5CommonNONE
00214Q203ARKQARK ETF TR$5,9500.00%45CommonNONE
701094104PHPARKER-HANNIFIN CORP$5,8690.00%6CommonNONE
464287721IYWISHARES TR$5,8010.00%23CommonNONE
191216100KOCOCA COLA CO$5,7720.00%71CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$5,7300.00%96CommonNONE
46429B267GOVTISHARES TR$5,6740.00%249CommonNONE
032108607BLOKAMPLIFY ETF TR$5,6370.00%90CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$5,6150.00%41CommonNONE
46137V597PRFZINVESCO EXCHANGE TRADED FD T$5,5770.00%100CommonNONE
92826C839VVISA INC$5,4890.00%16CommonNONE
260557103DOWDOW HLDGS INC$5,4720.00%200CommonNONE
002824100ABTABBOTT LABORATORIES$5,4440.00%60CommonNONE
464288281EMBISHARES TR$5,4000.00%56CommonNONE
756109104OREALTY INCOME CORP$5,2330.00%84CommonNONE
67071L106NVGNUVEEN AMT FREE MUN CR INC F$5,1200.00%400CommonSOLE
426281101JKHYHENRY JACK & ASSOC INC$5,0960.00%37CommonNONE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$4,9860.00%100CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$4,9060.00%51CommonNONE
25401T603DBRGDIGITALBRIDGE GROUP INC$4,7890.00%303CommonNONE
92204A504VHTVANGUARD WORLD FD$4,7840.00%16CommonNONE
00217D100ASTSAST SPACEMOBILE INC$4,6210.00%52CommonNONE
70614W100PTONPELOTON INTERACTIVE INC$4,6100.00%780CommonNONE
09290C699IDEFBLACKROCK ETF TRUST$4,3870.00%138CommonNONE
921909768VXUSVANGUARD STAR FDS$4,3600.00%51CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$4,2980.00%9CommonNONE
723484101PNWPINNACLE WEST CAP CORP$4,2870.00%40CommonNONE
52110M109LAZLAZARD INC$4,1940.00%100CommonNONE
46435U796SYSBISHARES TR$4,1690.00%47CommonNONE
26622P107DOCSDOXIMITY INC$4,1480.00%200CommonNONE
26922A420QTUMETF SER SOLUTIONS$4,1350.00%25CommonNONE
237194105DRIDARDEN RESTAURANTS INC$4,1200.00%20CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$4,1030.00%36CommonNONE
73278L105POOLPOOL CORP$4,0830.00%19CommonNONE
032654105ADIANALOG DEVICES INC$3,9720.00%10CommonNONE
461202103INTUINTUIT$3,9150.00%15CommonNONE
38268T103GPROGOPRO INC$3,8900.00%5,000CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$3,8200.00%50CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$3,7330.00%30CommonNONE
075887109BDXBECTON DICKINSON & CO$3,6320.00%24CommonNONE
12135Y108BHRBBURKE HERBERT FINL SVCS CORP$3,5930.00%50CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$3,5280.00%39CommonNONE
921937793BLVVANGUARD BD INDEX FDS$3,5150.00%51CommonNONE
172967424CCITIGROUP INC$3,4990.00%25CommonNONE
719405102PLABPHOTRONICS INC$3,3830.00%104CommonNONE
136069101CMCANADIAN IMPERIAL BANK OF CO$3,3530.00%29CommonNONE
539830109LMTLOCKHEED MARTIN CORP$3,2870.00%6CommonNONE
98978V103ZTSZOETIS INC$3,2340.00%45CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$3,1810.00%8CommonNONE
464287804IJRISHARES TR$3,1150.00%21CommonNONE
422806208HEI/AHEICO CORP NEW$3,0950.00%12CommonNONE
92338C103VLTOVERALTO CORP$3,0370.00%34CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$2,8840.00%5CommonNONE
14040H105COFCAPITAL ONE FINL CORP$2,8090.00%14CommonNONE
69932A204PSKYPARAMOUNT SKYDANCE CORP$2,7600.00%280CommonNONE
03076C106AMPAMERIPRISE FINL INC$2,7530.00%6CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$2,6800.00%85CommonNONE
00214Q500PRNTARK ETF TR$2,4570.00%100CommonNONE
16679L109CHWYCHEWY INC$2,4370.00%124CommonNONE
929740108WABWABTEC$2,4260.00%9CommonNONE
031100100AMEAMETEK INC$2,4190.00%10CommonNONE
606822104MUFGMITSUBISHI UFJ FINANCIAL GRO$2,3870.00%120CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$2,3710.00%26CommonNONE
66987V109NVSNOVARTIS AG$2,3510.00%15CommonNONE
46429B697USMVISHARES TR$2,3150.00%24CommonNONE
201723103CMCCOMMERCIAL METALS CO$2,2590.00%36CommonNONE
302491303FMCFMC CORP$2,2430.00%195CommonNONE
06652K103BKUBANKUNITED INC$2,2290.00%46CommonNONE
172062101CINFCINCINNATI FINL CORP$2,2220.00%12CommonNONE
806857108SLBSLB LIMITED$2,1850.00%47CommonNONE
038923108ABRARBOR REALTY TRUST INC$2,1680.00%400CommonSOLE
921937819BIVVANGUARD BD INDEX FDS$2,1480.00%28CommonNONE
91332U101UUNITY SOFTWARE INC$2,1440.00%75CommonNONE
H42097107UBSUBS GROUP AG$1,9820.00%40CommonNONE
773903109ROKROCKWELL AUTOMATION INC$1,9800.00%4CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$1,9700.00%8CommonNONE
808524730FNDESCHWAB STRATEGIC TR$1,9440.00%49CommonNONE
452327109ILMNILLUMINA INC$1,9340.00%11CommonNONE
805700101ELVRELEVRA LITHIUM LTD$1,9080.00%28CommonNONE
526057104LENLENNAR CORP$1,9000.00%21CommonNONE
302520101FNBF N B CORP$1,8890.00%99CommonNONE
718546104PSXPHILLIPS 66$1,8600.00%11CommonNONE
403949100DINOHF SINCLAIR CORP$1,8110.00%26CommonNONE
749685103RPMRPM INTL INC$1,7780.00%16CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$1,7000.00%50CommonNONE
052769106ADSKAUTODESK INC$1,5550.00%8CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$1,5290.00%37CommonNONE
229899109CFRCULLEN FROST BANKERS INC$1,3910.00%9CommonNONE
803054204SAPSAP SE$1,3870.00%9CommonNONE
688239201OSKOSHKOSH CORP$1,3810.00%9CommonNONE
09290C764COROBLACKROCK ETF TRUST$1,3540.00%37CommonNONE
235851102DHRDANAHER CORP DEL$1,3330.00%7CommonNONE
87612E106TGTTARGET CORP$1,3060.00%10CommonNONE
80105N105SNYSANOFI SA$1,2800.00%30CommonNONE
165167735EXEEXPAND ENERGY CORPORATION$1,2770.00%14CommonNONE
871829107SYYSYSCO CORP$1,2540.00%15CommonNONE
090572207BIOBIO RAD LABS INC$1,1740.00%4CommonNONE
654106103NKENIKE INC$1,1490.00%28CommonNONE
941848103WATWATERS CORP$1,1250.00%3CommonNONE
60770K107MRNAMODERNA INC$1,0500.00%15CommonNONE
197236102COLBCOLUMBIA BKG SYS INC$9940.00%31CommonNONE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$9870.00%22CommonNONE
72147K108PPCPILGRIMS PRIDE CORP$9560.00%34CommonNONE
22266T109CPNGCOUPANG INC$9550.00%55CommonNONE
011532108AGIALAMOS GOLD INC$9410.00%31CommonNONE
880779103TEXTEREX CORP NEW$9410.00%13CommonNONE
79466L302CRMSALESFORCE INC$9400.00%6CommonNONE
G5960L103MDTMEDTRONIC PLC$9390.00%12CommonNONE
29472R108ELSEQUITY LIFESTYLE PROPERTIES$9020.00%14CommonNONE
438516205HONHONEYWELL INTL INC$8960.00%4CommonNONE
871607107SNPSSYNOPSYS INC$8920.00%2CommonNONE
43849R105HONAHONEYWELL AEROSPACE INC$8840.00%4CommonNONE
92556V106VTRSVIATRIS INC$7780.00%49CommonSOLE
98423F109XMTRXOMETRY INC$7720.00%8CommonNONE
72352L106PINSPINTEREST INC$7360.00%35CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$7030.00%4CommonNONE
09239B109BLBLACKLINE INC$7020.00%25CommonNONE
21036P108STZCONSTELLATION BRANDS INC$6950.00%5CommonNONE
200525103CBSHCOMMERCE BANCSHARES INC$6930.00%12CommonNONE
22822V101CCICROWN CASTLE INC$6820.00%9CommonNONE
147448104CWSTCASELLA WASTE SYS INC$6790.00%7CommonNONE
116794108BRKRBRUKER CORP$6620.00%11CommonNONE
G0250X149AMCRAMCOR PLC$6500.00%15CommonNONE
78464A805SPTMSPDR SERIES TRUST$6360.00%7CommonNONE
143130102KMXCARMAX INC$6350.00%12CommonNONE
879369106TFXTELEFLEX INCORPORATED$6340.00%5CommonNONE
09062W204BLFSBIOLIFE SOLUTIONS INC$6210.00%22CommonNONE
759916109RGENREPLIGEN CORP$5460.00%4CommonNONE
78410G104SBACSBA COMMUNICATIONS CORP$5290.00%3CommonNONE
78468R853SPSMSPDR SERIES TRUST$5190.00%9CommonNONE
78464A797KBESPDR SERIES TRUST$4770.00%7CommonNONE
29786A106ETSYETSY INC$3770.00%5CommonNONE
62914V106NIONIO INC$3490.00%69CommonNONE
550021109LULULULULEMON ATHLETICA INC$3430.00%3CommonNONE
601137102MRPMILLROSE PPTYS INC$3010.00%10CommonNONE
46435G102ICVTISHARES TR$2430.00%2CommonNONE
219798105QDELQUIDELORTHO CORP$1930.00%11CommonNONE
706327103PBAPEMBINA PIPELINE CORP$1850.00%4CommonNONE
457730109INSPINSPIRE MED SYS INC$1780.00%4CommonNONE
83443Q103SOLSSOLSTICE ADVANCED MATLS INC$1770.00%2CommonNONE
68622V106OGNORGANON & CO$1490.00%11CommonNONE
032108540AWAYAMPLIFY ETF TR$1270.00%7CommonNONE
384313607EAFGRAFTECH INTL LTD SR NT$770.00%13CommonNONE
08862E109BYNDBEYOND MEAT INC$300.00%40CommonNONE
67421J207OTLYOATLY GROUP AB$280.00%3CommonNONE
39986L109GRWGGROWGENERATION CORP$150.00%10CommonNONE
94987B105XEADXALLSPRING INCOME OPPORTUNIT$70.00%1CommonNONE
88688T209TLRYTILRAY BRANDS INC$40.00%1CommonNONE

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.