MondegarAI
Baker Avenue Asset Management, LP

Q1 2026 · 13F-HR

Baker Avenue Asset Management, LPholdings as filed

Filed 2026-05-12 · accession 0001432529-26-000007

$4.43B
Reported value
751
Positions
2026-03-31
Period end
View analyzed profile →PRO

The Brief · Baker Avenue Asset Management, LP · Q1 2026

AI · grounded in 13F

Baker Avenue Asset Management, LP significantly reduced its position in AFL by 94.35%. The fund also trimmed holdings in CRM by 43.14% and EA by 32.45%. Offsetting these sells, the manager increased its stake in SPY by 77.48% and established a new position in VEU worth $7.8M.

Holdings as filed

First 500 of 751

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$236.1M5.34%930,452CommonSOLE
67066G104NVDANVIDIA CORPORATION$218.1M4.93%1,250,669CommonSOLE
829073105SSDSIMPSON MFG INC$157.0M3.55%914,702CommonNONE
594918104MSFTMICROSOFT CORP$128.6M2.91%347,425CommonSOLE
922908751VBVANGUARD INDEX FDS$102.3M2.31%390,627CommonNONE
921937835BNDVANGUARD BD INDEX FDS$96.9M2.19%1,316,515CommonSOLE
464287200IVVISHARES TR$92.5M2.09%141,547CommonSOLE
464287226AGGISHARES TR$92.1M2.08%927,461CommonSOLE
78464A649SPABSPDR SERIES TRUST$86.8M1.96%3,386,410CommonSOLE
922908769VTIVANGUARD INDEX FDS$83.4M1.88%259,920CommonSOLE
46432F339QUALISHARES TR$81.4M1.84%424,179CommonNONE
464287614IWFISHARES TR$77.4M1.75%181,561CommonNONE
922908637VVVANGUARD INDEX FDS$75.7M1.71%253,161CommonSOLE
023135106AMZNAMAZON COM INC$70.3M1.59%337,306CommonSOLE
02079K305GOOGLALPHABET INC$70.0M1.58%243,375CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$69.9M1.58%2,724,434CommonSOLE
46434V613IUSBISHARES TR$68.4M1.55%1,481,053CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$62.4M1.41%212,121CommonSOLE
46090E103QQQINVESCO QQQ TR$58.1M1.31%100,738CommonSOLE
03831W108APPAPPLOVIN CORP$53.8M1.22%135,301CommonNONE
464288885EFGISHARES TR$50.6M1.14%454,353CommonNONE
464287408IVEISHARES TR$46.0M1.04%217,688CommonNONE
701094104PHPARKER-HANNIFIN CORP$43.0M0.97%48,038CommonSOLE
038222105AMATAPPLIED MATLS INC$41.0M0.93%119,955CommonSOLE
H11356104BGBUNGE GLOBAL SA$40.3M0.91%316,691CommonSOLE
30231G102XOMEXXON MOBIL CORP$37.5M0.85%220,818CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$35.8M0.81%663,011CommonNONE
88160R101TSLATESLA INC$35.6M0.81%95,843CommonSOLE
464288273SCZISHARES TR$35.0M0.79%446,785CommonNONE
512807306LRCXLAM RESEARCH CORP$34.3M0.78%160,754CommonSOLE
46435G102ICVTISHARES TR$34.2M0.77%336,416CommonSOLE
149123101CATCATERPILLAR INC$29.4M0.66%41,441CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$28.4M0.64%139,532CommonNONE
369604301GEGE AEROSPACE$27.9M0.63%98,171CommonSOLE
46137V282RSPTINVESCO EXCHANGE TRADED FD T$27.4M0.62%605,362CommonSOLE
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$26.9M0.61%438,390CommonNONE
464286822EWWISHARES INC$26.8M0.61%356,835CommonNONE
464288281EMBISHARES TR$26.3M0.59%279,663CommonSOLE
G51502105JCIJOHNSON CONTROLS INTERNATION$25.8M0.58%197,136CommonSOLE
30303M102METAMETA PLATFORMS INC$25.3M0.57%44,266CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$24.4M0.55%246,435CommonSOLE
68389X105ORCLORACLE CORP$24.1M0.54%163,773CommonSOLE
532457108LLYELI LILLY & CO$23.9M0.54%25,996CommonSOLE
219350105GLWCORNING INC$23.8M0.54%175,102CommonSOLE
00287Y109ABBVABBVIE INC$23.8M0.54%109,383CommonSOLE
82509L107SHOPSHOPIFY INC$23.7M0.54%200,132CommonNONE
G54950103LINLINDE PLC$23.7M0.54%47,821CommonSOLE
92206C771VMBSVANGUARD SCOTTSDALE FDS$23.6M0.53%503,469CommonSOLE
285512109EAELECTRONIC ARTS INC$23.3M0.53%114,406CommonNONE
46435U853USHYISHARES TR$23.2M0.52%629,422CommonSOLE
46434V407SHYGISHARES TR$23.1M0.52%547,056CommonSOLE
11135F101AVGOBROADCOM INC$22.9M0.52%73,881CommonSOLE
35671D857FCXFREEPORT MCMORAN INC$22.6M0.51%384,598CommonSOLE
806857108SLBSLB LIMITED$22.4M0.51%436,201CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$22.3M0.50%116,031CommonNONE
02079K107GOOGALPHABET INC$20.7M0.47%72,287CommonNONE
67066G104NVDANVIDIA CORPORATION$20.4M0.46%117,000PUTNONE
H42097107UBSUBS GROUP AG$19.9M0.45%509,573CommonSOLE
64110L106NFLXNETFLIX INC.$19.8M0.45%205,595CommonSOLE
770700102HOODROBINHOOD MKTS INC$19.4M0.44%280,337CommonNONE
46435G474FALNISHARES TR$18.2M0.41%680,484CommonSOLE
46434G822EWJISHARES INC$17.8M0.40%210,479CommonNONE
172908105CTASCINTAS CORP$17.2M0.39%101,527CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$17.1M0.39%20,210CommonSOLE
26875P101EOGEOG RES INC$16.5M0.37%114,139CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$16.3M0.37%33,113CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$15.6M0.35%64,276CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$15.3M0.35%213,366CommonSOLE
747525103QCOMQUALCOMM INC$15.0M0.34%116,134CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$14.8M0.33%117,991CommonSOLE
437076102HDHOME DEPOT INC$14.5M0.33%44,081CommonSOLE
882508104TXNTEXAS INSTRS INC$14.3M0.32%73,488CommonSOLE
032095101APHAMPHENOL CORP$14.1M0.32%111,525CommonSOLE
464288877EFVISHARES TR$14.0M0.32%187,837CommonNONE
464287465EFAISHARES TR$13.2M0.30%135,645CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$13.1M0.30%66,157CommonSOLE
464287515IGVISHARES TR$12.5M0.28%155,554CommonSOLE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$12.3M0.28%18,881CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$12.2M0.28%199,732CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$12.1M0.27%48,404CommonSOLE
464288810IHIISHARES TR$12.1M0.27%226,743CommonSOLE
G29183103ETNEATON CORP PLC$12.0M0.27%33,488CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$11.9M0.27%126,628CommonSOLE
78463X772DWXSPDR INDEX SHS FDS$11.9M0.27%260,457CommonSOLE
78463X855GIISPDR INDEX SHS FDS$11.9M0.27%155,983CommonSOLE
97717W315DEMWISDOMTREE TR$11.8M0.27%236,903CommonSOLE
46434V621DGROISHARES TR$11.7M0.26%166,024CommonSOLE
37954Y483QYLDGLOBAL X FDS$11.6M0.26%673,937CommonSOLE
929160109VMCVULCAN MATLS CO$11.1M0.25%40,693CommonSOLE
78463X863RWXSPDR INDEX SHS FDS$10.6M0.24%398,401CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$10.2M0.23%22,115CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$10.1M0.23%35,345CommonSOLE
464285204IAUISHARES GOLD TR$10.1M0.23%114,433CommonSOLE
482480100KLACKLA CORP$10.0M0.23%6,774CommonNONE
478160104JNJJOHNSON & JOHNSON$9.9M0.22%40,593CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$9.8M0.22%15,000PUTNONE
65339F101NEENEXTERA ENERGY INC$9.6M0.22%103,465CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$9.6M0.22%55,307CommonSOLE
Y2573F102FLEXFLEXTRONICS INTL LTD$9.6M0.22%146,271CommonSOLE
23331A109DHID R HORTON INC$9.5M0.22%69,392CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$9.5M0.21%9,547CommonNONE
81762P102NOWSERVICENOW INC$9.4M0.21%89,754CommonSOLE
464287549IGMISHARES TR$8.9M0.20%74,876CommonSOLE
894164102TNLTRAVEL PLUS LEISURE CO$8.5M0.19%122,839CommonSOLE
37954Y293MLPXGLOBAL X FDS$8.4M0.19%113,589CommonSOLE
458140100INTCINTEL CORP$8.4M0.19%189,328CommonNONE
631103108NDAQNASDAQ INC$8.3M0.19%98,053CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$8.1M0.18%61,160CommonSOLE
79466L302CRMSALESFORCE INC$7.9M0.18%42,422CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$7.8M0.18%104,518CommonNONE
464287630IWNISHARES TR$7.8M0.18%41,106CommonNONE
464288869IWCISHARES TR$7.7M0.17%48,041CommonNONE
670346105NUENUCOR CORP$7.4M0.17%43,719CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$7.2M0.16%34,738CommonSOLE
863667101SYKSTRYKER CORPORATION$7.1M0.16%21,678CommonNONE
19260Q107COINCOINBASE GLOBAL INC$7.0M0.16%40,166CommonNONE
571903202MARMARRIOTT INTL INC NEW$6.9M0.16%21,179CommonSOLE
931142103WMTWALMART INC$6.9M0.16%55,456CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$6.8M0.15%17,335CommonSOLE
303075105FDSFACTSET RESH SYS INC$6.7M0.15%30,782CommonSOLE
464287598IWDISHARES TR$6.6M0.15%30,745CommonSOLE
316188309FBNDFIDELITY MERRIMACK STR TR$6.3M0.14%138,254CommonSOLE
244199105DEDEERE & CO$6.2M0.14%11,030CommonSOLE
37954Y475XYLDGLOBAL X FDS$6.1M0.14%155,636CommonSOLE
74347X831TQQQPROSHARES TR$6.0M0.14%144,144CommonSOLE
235851102DHRDANAHER CORP DEL$5.9M0.13%31,138CommonSOLE
40412C101HCAHCA HEALTHCARE INC$5.8M0.13%12,327CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$5.8M0.13%12,049CommonSOLE
166764100CVXCHEVRON CORPORATION$5.7M0.13%27,454CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$5.5M0.13%49,958CommonSOLE
464287234EEMISHARES TR$5.4M0.12%95,338CommonSOLE
172967424CCITIGROUP INC$5.4M0.12%47,402CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$5.4M0.12%17,622CommonSOLE
031162100AMGNAMGEN INC$5.3M0.12%15,180CommonSOLE
92826C839VVISA INC$5.3M0.12%17,495CommonSOLE
040413205ANETARISTA NETWORKS INC$5.1M0.12%41,491CommonNONE
464287713IYZISHARES TR$5.0M0.11%127,068CommonSOLE
29415C101EOSEEOS ENERGY ENTERPRISES INC$5.0M0.11%1,003,090CommonSOLE
464287622IWBISHARES TR$4.9M0.11%13,725CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$4.8M0.11%30,137CommonNONE
122017106BURLBURLINGTON STORES INC$4.6M0.10%14,263CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$4.6M0.10%15,908CommonSOLE
22266T109CPNGCOUPANG INC$4.6M0.10%244,677CommonNONE
922907746VTEBVANGUARD MUN BD FDS$4.5M0.10%90,867CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$4.5M0.10%69,655CommonSOLE
060505104BACBANK AMERICA CORP$4.4M0.10%90,299CommonNONE
37954Y855LITGLOBAL X FDS$4.4M0.10%58,678CommonSOLE
G6700G107NVTNVENT ELEC PLC$4.3M0.10%36,123CommonSOLE
464288414MUBISHARES TR$4.2M0.10%39,973CommonSOLE
896239100TRMBTRIMBLE INC$4.2M0.10%64,849CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$4.1M0.09%72,615CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$4.1M0.09%35,574CommonSOLE
29355A107ENPHENPHASE ENERGY INC$4.0M0.09%106,543CommonNONE
009066101ABNBAIRBNB INC$4.0M0.09%31,470CommonNONE
907818108UNPUNION PAC CORP$4.0M0.09%16,354CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$3.9M0.09%77,261CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$3.9M0.09%35,396CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$3.9M0.09%48,140CommonNONE
78468R408SJNKSPDR SERIES TRUST$3.9M0.09%154,831CommonSOLE
46138E669PGHYINVESCO EXCH TRADED FD TR II$3.8M0.09%195,382CommonSOLE
87162W100SNXTD SYNNEX CORPORATION$3.8M0.09%22,403CommonNONE
20825C104COPCONOCOPHILLIPS$3.8M0.09%28,632CommonSOLE
47103U845JAAAJANUS DETROIT STR TR$3.7M0.08%72,726CommonSOLE
56585A102MPCMARATHON PETE CORP$3.7M0.08%14,994CommonSOLE
81369Y860XLRESELECT SECTOR SPDR TR$3.6M0.08%89,366CommonSOLE
78467V608SRLNSSGA ACTIVE ETF TR$3.6M0.08%90,458CommonSOLE
743315103PGRPROGRESSIVE CORP$3.6M0.08%18,301CommonSOLE
464287242LQDISHARES TR$3.6M0.08%33,223CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$3.6M0.08%9,215CommonSOLE
09257W100BXMTBLACKSTONE MORTGAGE TRUST IN$3.6M0.08%186,190CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$3.5M0.08%3,215CommonSOLE
56035L104MAINMAIN STR CAP CORP$3.5M0.08%66,206CommonSOLE
46138E511PGXINVESCO EXCH TRADED FD TR II$3.4M0.08%315,639CommonSOLE
88023B103TEMTEMPUS AI INC$3.4M0.08%75,891CommonNONE
464288224ICLNISHARES TR$3.4M0.08%187,461CommonSOLE
04010L103ARCCARES CAPITAL CORP$3.3M0.08%184,666CommonSOLE
78464A755XMESPDR SERIES TRUST$3.3M0.07%30,480CommonSOLE
62914V106NIONIO INC$3.3M0.07%544,672CommonSOLE
92189F676SMHVANECK ETF TRUST$3.3M0.07%8,500PUTNONE
19761L607MUSTCOLUMBIA ETF TR I$3.2M0.07%157,784CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$3.1M0.07%15,376CommonSOLE
911312106UPSUNITED PARCEL SVCS INC$3.1M0.07%31,678CommonSOLE
17275R102CSCOCISCO SYS INC$3.1M0.07%39,647CommonNONE
780259305SHELSHELL PLC$3.1M0.07%33,078CommonSOLE
25434V849DFNMDIMENSIONAL ETF TRUST$3.0M0.07%63,481CommonSOLE
983793100XPOXPO INC$3.0M0.07%15,427CommonNONE
25459W847TNADIREXION SHARES ETF TRUST$3.0M0.07%67,500CommonNONE
464287655IWMISHARES TR$3.0M0.07%12,000PUTNONE
69370C100PTCPTC INC$2.8M0.06%19,981CommonSOLE
833445109SNOWSNOWFLAKE INC$2.8M0.06%18,867CommonNONE
36828A101GEVGE VERNOVA INC$2.8M0.06%3,257CommonSOLE
25434V708DFACDIMENSIONAL ETF TRUST$2.8M0.06%72,633CommonNONE
464288794IAIISHARES TR$2.5M0.06%15,183CommonSOLE
03783C100APPFAPPFOLIO INC$2.5M0.06%15,691CommonSOLE
949746101WMT2WELLS FARGO & CO$2.5M0.06%30,906CommonSOLE
90138A103VNETVNET GROUP INC$2.4M0.05%287,516CommonNONE
00971T101AKAMAKAMAI TECHNOLOGIES INC$2.3M0.05%20,311CommonSOLE
888787108TOSTTOAST INC$2.3M0.05%87,870CommonSOLE
364760108GAPGAP INC$2.3M0.05%93,721CommonSOLE
74762E102QUREQUANTA SVCS INC$2.3M0.05%4,110CommonSOLE
337344105QQEWFIRST TR EXCHANGE-TRADED FD$2.2M0.05%17,350CommonSOLE
46436E619EUSBISHARES TR$2.2M0.05%50,500CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$2.2M0.05%14,966CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$2.2M0.05%5,252CommonSOLE
922908363VOOVANGUARD INDEX FDS$2.2M0.05%3,653CommonSOLE
921937827BSVVANGUARD BD INDEX FDS$2.2M0.05%27,791CommonNONE
464287507IJHISHARES TR$2.2M0.05%32,204CommonNONE
58933Y105MRKMERCK & CO INC$2.1M0.05%17,649CommonSOLE
87612G101TRGPTARGA RES CORP$2.1M0.05%8,231CommonSOLE
85207H104PHYSSPROTT ASSET MANAGEMENT LP$2.0M0.05%57,454CommonSOLE
90138F102TWLOTWILIO INC$2.0M0.05%16,126CommonSOLE
46435U549EAGGISHARES TR$2.0M0.05%42,297CommonNONE
75513E101RTXRTX CORPORATION$2.0M0.05%10,369CommonSOLE
87612E106TGTTARGET CORP$1.9M0.04%15,981CommonNONE
349381103FIGRFIGURE TECHNOLOGY SOLUTIO$1.9M0.04%56,979CommonNONE
79589L106IOTSAMSARA INC$1.9M0.04%60,726CommonSOLE
191216100KOCOCA COLA CO$1.9M0.04%24,586CommonSOLE
316092808FTECFIDELITY COVINGTON TRUST$1.8M0.04%8,854CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$1.8M0.04%115,305CommonNONE
713448108PEPPEPSICO INC$1.8M0.04%11,746CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$1.8M0.04%6,682CommonSOLE
464287101OEFISHARES TR$1.8M0.04%5,636CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$1.8M0.04%6,415CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$1.8M0.04%3,003CommonNONE
46436E718SGOVISHARES TR$1.8M0.04%17,530CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$1.8M0.04%11,998CommonSOLE
464288570DSIISHARES TR$1.7M0.04%14,412CommonSOLE
172755100CRUSCIRRUS LOGIC INC$1.7M0.04%12,065CommonSOLE
922908736VUGVANGUARD INDEX FDS$1.7M0.04%3,987CommonNONE
92204A702VGTVANGUARD WORLD FD$1.7M0.04%2,488CommonNONE
595112103MUMICRON TECHNOLOGY INC$1.7M0.04%5,129CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$1.7M0.04%34,427CommonSOLE
12572Q105CMECME GROUP INC$1.7M0.04%5,734CommonSOLE
464287804IJRISHARES TR$1.7M0.04%13,330CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$1.6M0.04%3,278CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$1.6M0.04%5,093CommonSOLE
464288802SUSAISHARES TR$1.6M0.04%12,232CommonSOLE
872540109TJXTJX COS INC NEW$1.6M0.04%10,063CommonSOLE
025816109AXPAMERICAN EXPRESS CO$1.6M0.04%5,261CommonNONE
25754A201DPZDOMINOS PIZZA INC$1.6M0.04%4,359CommonSOLE
92189F411BIZDVANECK ETF TRUST$1.6M0.04%121,266CommonSOLE
47215P106JDJD.COM INC$1.5M0.03%52,010CommonNONE
78409V104SPGIS&P GLOBAL INC$1.5M0.03%3,597CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$1.5M0.03%7,183CommonNONE
742718109PGPROCTER & GAMBLE CO$1.5M0.03%10,466CommonSOLE
002824100ABTABBOTT LABORATORIES$1.5M0.03%14,128CommonSOLE
81764X103TTANSERVICETITAN INC$1.4M0.03%22,211CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.4M0.03%22,813CommonNONE
539830109LMTLOCKHEED MARTIN CORP$1.4M0.03%2,289CommonSOLE
92204A108VCRVANGUARD WORLD FD$1.3M0.03%3,728CommonSOLE
049468101TEAMATLASSIAN CORPORATION$1.3M0.03%19,217CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$1.3M0.03%11,726CommonNONE
74276R102PRVAPRIVIA HEALTH GROUP INC$1.3M0.03%61,699CommonSOLE
231021106CMICUMMINS INC$1.3M0.03%2,341CommonNONE
548661107LOWLOWES COS INC$1.2M0.03%5,068CommonSOLE
958102105WDCWESTERN DIGITAL CORP$1.2M0.03%4,413CommonNONE
109641100EATBRINKER INTL INC$1.2M0.03%8,288CommonSOLE
125269100CFCF INDUSTRIES HOLD$1.2M0.03%9,105CommonNONE
580135101MCDMCDONALDS CORP$1.2M0.03%3,739CommonSOLE
406216101HALHALLIBURTON CO$1.2M0.03%29,543CommonSOLE
16679L109CHWYCHEWY INC$1.1M0.03%42,356CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$1.1M0.03%6,942CommonNONE
880770102TERTERADYNE INC$1.1M0.03%3,822CommonNONE
369550108GDGENERAL DYNAMICS CORP$1.1M0.03%3,245CommonNONE
902494103TSNTYSON FOODS INC$1.1M0.03%17,285CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$1.1M0.03%263CommonNONE
617446448MSMORGAN STANLEY$1.1M0.02%6,711CommonSOLE
33829M101FIVEFIVE BELOW INC$1.1M0.02%4,809CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$1.1M0.02%21,871CommonNONE
92189H201ITMVANECK ETF TRUST$1.1M0.02%23,457CommonSOLE
969457100WMBWILLIAMS COS INC$1.1M0.02%14,935CommonNONE
464287150ITOTISHARES TR$1.1M0.02%7,602CommonNONE
199908104FIXCOMFORT SYS USA INC$1.1M0.02%782CommonNONE
148929102CAVACAVA GROUP INC$1.1M0.02%13,194CommonNONE
438516106HONHONEYWELL INTL INC$1.1M0.02%4,700CommonSOLE
464288729EXIISHARES TR$1.1M0.02%5,855CommonSOLE
92189H409HYDVANECK ETF TRUST$1.1M0.02%20,986CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$1.0M0.02%12,020CommonNONE
46432F859ISTBISHARES TR$1.0M0.02%21,129CommonNONE
69331C108PCGPG&E CORP$1.0M0.02%58,153CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$1.0M0.02%7,295CommonSOLE
751212101RLRALPH LAUREN CORP$1.0M0.02%2,932CommonNONE
78467Y107MDYSTATE STR SPDR S&P MIDCAP 40$1.0M0.02%1,627CommonSOLE
70975L107PENPENUMBRA INC$990,3640.02%3,016CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$983,6820.02%19,685CommonSOLE
06738C778DJPBARCLAYS BANK PLC$964,1480.02%20,028CommonSOLE
231561101CWCURTISS WRIGHT CORP$958,3360.02%1,407CommonNONE
58155Q103MCKMCKESSON CORP$943,9680.02%1,091CommonNONE
37045V100GMGENERAL MTRS CO$943,7380.02%12,668CommonSOLE
032654105ADIANALOG DEVICES INC$927,1060.02%2,914CommonSOLE
G87110105FTITECHNIPFMC PLC$918,6690.02%13,289CommonSOLE
31428X106FDXFEDEX CORP$918,1550.02%2,578CommonNONE
184496107CLHCLEAN HARBORS INC$904,6330.02%3,155CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$888,9700.02%12,268CommonNONE
872590104TMUST-MOBILE US INC$884,7000.02%4,212CommonSOLE
228368106CCKCROWN HLDGS INC$881,5320.02%8,793CommonNONE
H1467J104CBCHUBB LTD SWITZ$867,0910.02%2,660CommonSOLE
01973R101ALSNALLISON TRANSMISSION HLDGS I$865,4660.02%7,393CommonNONE
681936100OHIOMEGA HEALTHCARE INVS INC$862,9910.02%19,694CommonNONE
14040H105COFCAPITAL ONE FINL CORP$855,0910.02%4,687CommonNONE
718546104PSXPHILLIPS 66$849,9880.02%4,666CommonNONE
57667L107MTCHMATCH GROUP INC NEW$842,9590.02%27,449CommonNONE
92346J108VCELVERICEL CORP$836,9030.02%26,015CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$832,5610.02%4,199CommonSOLE
457187102INGRINGREDION INC$830,7550.02%7,374CommonNONE
209115104EDCONSOLIDATED EDISON INC$827,0610.02%7,307CommonNONE
375558103GILDGILEAD SCIENCES INC$821,5610.02%5,895CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$819,4770.02%1,061CommonNONE
486606106KYNKAYNE ANDERSON ENERGY INFRST$811,1040.02%56,800CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$808,4880.02%4,999CommonSOLE
94106L109WMWASTE MGMT INC DEL$806,7350.02%3,511CommonNONE
842587107SOSOUTHERN CO$806,0090.02%8,351CommonSOLE
88025U109TXG10X GENOMICS INC$805,1690.02%37,926CommonNONE
778296103ROSTROSS STORES INC$800,3140.02%3,694CommonNONE
78463V107GLDSPDR GOLD TR$797,0840.02%1,852CommonSOLE
45073V108ITTITT INC$795,6530.02%4,176CommonNONE
983134107WYNNWYNN RESORTS LTD$792,8410.02%7,807CommonNONE
256163106DOCUDOCUSIGN INC$786,8910.02%16,598CommonNONE
247361702DALDELTA AIR LINES INC$779,8760.02%11,731CommonNONE
125523100CITHE CIGNA GROUP$776,8170.02%2,912CommonNONE
29084Q100EMEEMCOR GROUP INC$770,7960.02%1,044CommonNONE
745867101PHMPULTE GROUP INC$770,0080.02%6,547CommonNONE
92189F536MLNVANECK ETF TRUST$765,5460.02%43,896CommonSOLE
92243G108PCVXVAXCYTE INC$763,7400.02%13,143CommonNONE
679295105OKTAOKTA INC$757,0410.02%9,618CommonNONE
55306N104MKSIMKS INC.$753,0870.02%3,277CommonNONE
92204A884VOXVANGUARD WORLD FD$750,3600.02%4,172CommonSOLE
34959E109FTNTFORTINET INC$747,4080.02%9,146CommonSOLE
665859104NTRSNORTHERN TR CORP$747,3650.02%5,355CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$742,3860.02%2,197CommonNONE
233051705RVNUDBX ETF TR$742,1080.02%30,124CommonSOLE
464287655IWMISHARES TR$741,8810.02%2,991CommonSOLE
90384S303ULTAULTA BEAUTY INC$736,6340.02%1,409CommonNONE
969904101WSMWILLIAMS SONOMA INC$729,0280.02%3,998CommonNONE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$728,9410.02%2,582CommonNONE
147528103CASYCASEYS GEN STORES INC$724,2210.02%995CommonNONE
464287309IVWISHARES TR$722,0010.02%6,383CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$720,8690.02%29,126CommonSOLE
097023105BABOEING CO$719,7470.02%3,616CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$718,1400.02%1CommonNONE
G3922B107GGENPACT LIMITED$715,0880.02%19,197CommonNONE
74347R107SSOPROSHARES TR$714,2840.02%13,768CommonNONE
717081103PFEPFIZER INC$711,3710.02%25,334CommonSOLE
92343E102VRSNVERISIGN INC$708,2560.02%2,852CommonNONE
00724F101ADBEADOBE INC$707,4140.02%2,910CommonNONE
09290D101BLKBLACKROCK INC$700,9660.02%729CommonSOLE
94419L101WWAYFAIR INC$698,2460.02%9,284CommonNONE
256677105DGDOLLAR GEN CORP$692,3160.02%5,831CommonNONE
277276101EGPEASTGROUP PPTYS INC$689,0900.02%3,723CommonNONE
174610105CFGCITIZENS FINL GROUP INC$688,2670.02%11,477CommonNONE
15135B101CNCCENTENE CORP DEL$685,2290.02%20,929CommonNONE
04911A107AUBATLANTIC UN BANKSHARES CORP$683,0380.02%19,111CommonSOLE
058498106BALLBALL CORP$682,2630.02%11,542CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$680,4540.02%8,584CommonSOLE
651639106NEMNEWMONT CORP$678,7920.02%6,271CommonNONE
281020107EIXEDISON INTL$676,5290.02%9,245CommonSOLE
038169207APLDAPPLIED DIGITAL CORP$673,6230.02%28,375CommonNONE
30212P303EXPEEXPEDIA GROUP INC$672,3310.02%2,912CommonNONE
46138E339SPMOINVESCO EXCH TRADED FD TR II$662,2890.01%5,907CommonNONE
452327109ILMNILLUMINA INC$661,5820.01%5,367CommonNONE
466313103JBLJABIL INC$657,9660.01%2,477CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$653,7190.01%14,453CommonNONE
315912808ONEQFIDELITY COMWLTH TR$651,5170.01%7,673CommonNONE
74340W103PLDPROLOGIS INC.$645,2250.01%4,881CommonSOLE
30040W108ESEVERSOURCE ENERGY$640,8270.01%9,250CommonNONE
09260D107BXBLACKSTONE INC$637,9630.01%5,548CommonNONE
46137V837PDPINVESCO EXCHANGE TRADED FD T$633,5460.01%5,247CommonSOLE
254687106DISDISNEY WALT CO$628,4580.01%6,521CommonSOLE
46434G103IEMGISHARES INC$628,2270.01%9,007CommonSOLE
46137V233XLGINVESCO EXCHANGE TRADED FD T$627,0490.01%11,495CommonSOLE
00827B106AFRMAFFIRM HLDGS INC$622,2490.01%13,580CommonNONE
46090F100PDBCINVESCO ACTVELY MNGD ETC FD$620,8870.01%35,848CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$618,8770.01%2,202CommonSOLE
461202103INTUINTUIT$615,4050.01%1,423CommonNONE
165167735EXEEXPAND ENERGY CORPORATION$613,8900.01%5,592CommonNONE
833034101SNASNAP ON INC$610,5730.01%1,681CommonNONE
018802108LNTALLIANT ENERGY CORP$601,8810.01%8,387CommonSOLE
103304101BYDBOYD GAMING CORP$598,5990.01%7,284CommonNONE
46138G706TANINVESCO EXCH TRADED FD TR II$594,9830.01%10,680CommonNONE
443201108HWMHOWMET AEROSPACE INC$594,8770.01%2,581CommonNONE
278865100ECLECOLAB INC$594,0880.01%2,233CommonNONE
921909768VXUSVANGUARD STAR FDS$594,0550.01%7,704CommonNONE
632307104NTRANATERA INC$583,9710.01%2,920CommonSOLE
055622104BPBP PLC$582,6740.01%12,397CommonSOLE
297178105ESSESSEX PPTY TR INC$581,5260.01%2,403CommonNONE
74112D101PBHPRESTIGE CONSMR HEALTHCARE I$581,4390.01%9,810CommonNONE
512816109LAMRLAMAR ADVERTISING CO$581,3690.01%4,590CommonNONE
03076C106AMPAMERIPRISE FINL INC$580,5690.01%1,306CommonNONE
064058100BKBANK NEW YORK MELLON CORP$580,4870.01%4,893CommonNONE
143658300CCL1EURCARNIVAL CORP$577,3180.01%22,307CommonNONE
464287689IWVISHARES TR$577,0270.01%1,557CommonSOLE
98978V103ZTSZOETIS INC$572,8050.01%4,846CommonSOLE
770323103RHIROBERT HALF INC.$565,3280.01%22,257CommonNONE
910047109UALUNITED AIRLS HLDGS INC$564,2350.01%6,128CommonNONE
26884U109EPREPR PPTYS$559,1020.01%11,191CommonNONE
637417106NNNNNN REIT INC$556,1830.01%13,233CommonNONE
921910816MGKVANGUARD WORLD FD$552,9970.01%1,505CommonNONE
650111107NYTNEW YORK TIMES CO MTN BE$552,0320.01%6,593CommonNONE
980745103WWDWOODWARD INC$551,9130.01%1,542CommonNONE
452308109ITWILLINOIS TOOL WKS INC$549,7590.01%2,112CommonNONE
836100107SOUNSOUNDHOUND AI INC$549,6000.01%80,000CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$543,9400.01%8,668CommonSOLE
126650100CVSCVS HEALTH CORP$538,8990.01%7,503CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$538,5100.01%2,504CommonNONE
46428Q109SLVISHARES SILVER TR$537,4840.01%7,888CommonNONE
615369105MCOMOODYS CORP$534,7000.01%1,226CommonSOLE
02553E106AEOAMERICAN EAGLE OUTFITTERS IN$533,6250.01%31,954CommonNONE
86765K109SUNSUNOCO LP/SUNOCO FIN CORP$533,4690.01%8,211CommonSOLE
260557103DOWDOW HLDGS INC$531,8850.01%12,770CommonNONE
00206R102TAT&T INC$531,7260.01%18,342CommonSOLE
911363109URIUNITED RENTALS INC$531,7030.01%730CommonNONE
32054K103FRFIRST INDL RLTY TR INC$529,9640.01%9,161CommonNONE
20030N101CMCSACOMCAST CORP NEW$527,2560.01%18,365CommonNONE
574599106MASMASCO CORP$515,1370.01%8,533CommonNONE
882681109TXRHTEXAS ROADHOUSE INC$514,4110.01%3,115CommonNONE
G0403H108AONAON PLC$510,9870.01%1,583CommonNONE
464288836IHEISHARES TR$510,9290.01%5,894CommonNONE
002896207ANFABERCROMBIE & FITCH CO$505,9650.01%5,538CommonSOLE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$505,8470.01%9,111CommonNONE
G8060N102STSENSATA TECHNOLOGIES HLDG PL$502,9060.01%14,279CommonNONE
370334104GISGENERAL MILLS INC$501,2420.01%13,467CommonNONE
46435G425ESGUISHARES TR$498,2230.01%3,523CommonSOLE
70438V106PCTYPAYLOCITY HLDG CORP$496,9840.01%4,600CommonNONE
26614N102DDDUPONT DE NEMOURS INC$496,7190.01%10,845CommonNONE
49456B101KMIKINDER MORGAN INC DEL$495,4580.01%14,777CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$495,2260.01%6,826CommonNONE
857477103STTSTATE STR CORP$494,3080.01%3,906CommonNONE
891092108TTCTORO CO$493,0830.01%5,277CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$490,9410.01%16,002CommonNONE
29977A105EVREVERCORE INC$490,4520.01%1,643CommonNONE
942622200WSOWATSCO INC$487,1150.01%1,339CommonSOLE
912008109USFDUS FOODS HLDG CORP$486,8140.01%5,279CommonNONE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$486,1210.01%3,690CommonNONE
98585X104YETIYETI HLDGS INC$485,9520.01%13,281CommonNONE
46435G516ESGDISHARES TR$485,9410.01%5,082CommonSOLE
268150109DTDYNATRACE INC$485,3630.01%13,125CommonNONE
76680R206RNGRINGCENTRAL INC$485,1440.01%13,045CommonNONE
001055102AFLAFLAC INC$484,6090.01%4,417CommonSOLE
053611109AVYAVERY DENNISON CORP$483,8490.01%2,802CommonNONE
889478103TOLTOLL BROTHERS INC$483,6520.01%3,544CommonNONE
608190104MHKMOHAWK INDS INC$480,9250.01%4,884CommonNONE
36467J108GLPIGAMING & LEISURE P$478,3970.01%10,782CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$477,8970.01%3,650CommonNONE
G93A5A101VIKVIKING HOLDINGS LTD$477,3260.01%6,496CommonNONE
464287762IYHISHARES TR$475,8610.01%7,720CommonSOLE
533900106LECOLINCOLN ELEC HLDGS INC$475,2450.01%1,908CommonNONE
35137L105FOXAFOX CORP$474,6750.01%8,128CommonNONE
14149Y108CAHCARDINAL HEALTH INC$474,5740.01%2,246CommonNONE
426281101JKHYHENRY JACK & ASSOC INC$474,2780.01%3,001CommonNONE
920253101VMIVALMONT INDS INC$472,6910.01%1,183CommonNONE
48251W104KKRKKR & CO INC$470,2990.01%5,084CommonNONE
053332102AZOAUTOZONE INC$467,9580.01%139CommonSOLE
75524B104RBCRBC BEARINGS INC$465,4540.01%857CommonSOLE
30034W106EVRGEVERGY INC$464,7370.01%5,673CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GROUP$463,8310.01%5,730CommonSOLE
45168D104IDXXIDEXX LABS INC$463,5840.01%825CommonSOLE
855244109SBUXSTARBUCKS CORP$461,9980.01%5,157CommonSOLE
876030107TPRTAPESTRY INC$461,1970.01%3,268CommonNONE
37960A297GXPCGLOBAL X FDS$458,5130.01%16,649CommonNONE
92206C599VTHRVANGUARD SCOTTSDALE FDS$457,6440.01%1,591CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$452,6450.01%8,401CommonNONE
12514G108CDWCDW CORP$451,3160.01%3,729CommonNONE
680223104ORIOLD REP INTL CORP$450,3850.01%11,288CommonSOLE
37960A289GXPTGLOBAL X FDS$448,3240.01%18,063CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$447,3770.01%1,296CommonNONE
46435G326IDEVISHARES TR$446,5820.01%5,344CommonSOLE
929740108WABWABTEC$445,6320.01%1,783CommonNONE
85208R101CEFSPROTT ASSET MANAGEMENT LP$441,9730.01%9,262CommonSOLE
G87052109TELTE CONNECTIVITY PLC$441,4680.01%2,112CommonNONE
674599105OXYOCCIDENTAL PETE CORP$435,6460.01%6,702CommonSOLE
052769106ADSKAUTODESK INC$434,1530.01%1,814CommonNONE
922040845VBILVANGUARD INSTL INDEX FD$433,0960.01%5,725CommonNONE
87165B103SYFSYNCHRONY FINANCIAL$432,8790.01%6,364CommonNONE
243537107DECKDECKERS OUTDOOR CORP$431,5880.01%4,312CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$429,3870.01%2,871CommonNONE
89147L886TYGTORTOISE ENERGY INFRSTRCTR C$429,2090.01%8,610CommonSOLE
337738108FISVFISERV INC$428,9960.01%7,688CommonSOLE
N14506104ESTCELASTIC N V$428,1140.01%8,564CommonNONE
56418H100MANMANPOWERGROUP INC WIS$425,0780.01%14,429CommonNONE
33740F169BUFYFIRST TR EXCHNG TRADED FD VI$423,9000.01%18,941CommonSOLE
45783Y178IBUFINNOVATOR ETFS TRUST$423,4640.01%14,345CommonSOLE
33738R811FTXLFIRST TR EXCHANGE TRADED FD$421,0280.01%2,855CommonNONE
776696106ROPROPER TECHNOLOGIES INC$419,2530.01%1,185CommonNONE
74347G440BITOPROSHARES TR$418,9500.01%45,000CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$417,0350.01%4,518CommonNONE
29415F104NVSTENVISTA HOLDINGS CORPORATION$416,4230.01%16,414CommonNONE
45784P101PODDINSULET CORP$415,5710.01%1,980CommonNONE
464287499IWRISHARES TR$414,8490.01%4,267CommonSOLE
L44385109GLOBGLOBANT S A$413,6990.01%8,972CommonNONE
109194100BFAMBRIGHT HORIZONS FAM SOL IN D$413,6890.01%5,037CommonSOLE
77543R102ROKUROKU INC$411,2790.01%4,347CommonNONE
922908652VXFVANGUARD INDEX FDS$410,8580.01%1,996CommonSOLE
718172109PMPHILIP MORRIS INTL INC$410,7710.01%2,484CommonSOLE
33734X192SKYYFIRST TR EXCHANGE-TRADED FD$409,1160.01%3,741CommonNONE
32051X108FHBFIRST HAWAIIAN INC$408,6790.01%16,586CommonNONE
918204108VFCV F CORP$408,4910.01%24,043CommonNONE
44107P104HSTHOST HOTELS & RESORTS INC$407,9160.01%21,290CommonNONE
G0750C108AXTAAXALTA COATING SYS LTD$406,4420.01%14,673CommonNONE
115236101BROBROWN & BROWN INC$405,4990.01%6,218CommonSOLE
09062X103BIIBBIOGEN INC$404,5890.01%2,207CommonSOLE

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.