Now live: Pro — the full 13F research suite for serious investorsSee pricing →
Baker Avenue Asset Management, LP

Q2 2026 · 13F-HR

Baker Avenue Asset Management, LPholdings as filed

Filed 2026-07-28 · accession 0001432529-26-000009

$5.28B
Reported value
818
Positions
2026-06-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 818

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$276.0M5.22%953,727CommonSOLE
67066G104NVDANVIDIA CORPORATION$256.9M4.86%1,283,930CommonSOLE
829073105SSDSIMPSON MFG INC$191.5M3.62%914,514CommonNONE
594918104MSFTMICROSOFT CORP$140.4M2.66%376,429CommonSOLE
922908751VBVANGUARD INDEX FDS$119.4M2.26%393,762CommonNONE
464287200IVVISHARES TR$107.9M2.04%144,124CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$100.6M1.90%1,370,099CommonSOLE
464287614IWFISHARES TR$96.9M1.83%780,204CommonNONE
464287226AGGISHARES TR$96.2M1.82%971,622CommonSOLE
922908769VTIVANGUARD INDEX FDS$95.3M1.80%257,670CommonSOLE
02079K305GOOGLALPHABET INC$92.2M1.75%258,045CommonSOLE
78464A649SPABSPDR SERIES TRUST$90.0M1.70%3,528,562CommonSOLE
46432F339QUALISHARES TR$89.4M1.69%407,272CommonNONE
038222105AMATAPPLIED MATLS INC$86.1M1.63%119,071CommonSOLE
922908637VVVANGUARD INDEX FDS$85.5M1.62%248,686CommonSOLE
023135106AMZNAMAZON COM INC$81.2M1.54%340,495CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$80.1M1.52%137,829CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$78.9M1.49%2,679,586CommonSOLE
46090E103QQQINVESCO QQQ TR$76.5M1.45%103,843CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$72.6M1.37%221,738CommonSOLE
46434V613IUSBISHARES TR$72.0M1.36%1,561,092CommonSOLE
512807306LRCXLAM RESEARCH CORP$69.2M1.31%159,786CommonSOLE
03831W108APPAPPLOVIN CORP$67.0M1.27%130,016CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$61.1M1.16%205,260CommonSOLE
464288885EFGISHARES TR$57.4M1.09%461,078CommonNONE
149123101CATCATERPILLAR INC$51.3M0.97%48,161CommonSOLE
464287408IVEISHARES TR$47.6M0.90%209,466CommonSOLE
701094104PHPARKER-HANNIFIN CORP$46.9M0.89%47,941CommonSOLE
219350105GLWCORNING INC$44.2M0.84%172,950CommonSOLE
46137V282RSPTINVESCO EXCHANGE TRADED FD T$41.1M0.78%637,078CommonSOLE
88160R101TSLATESLA INC$40.9M0.77%97,355CommonSOLE
46435G102ICVTISHARES TR$40.7M0.77%334,411CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$39.9M0.75%668,253CommonNONE
369604301GEGE AEROSPACE$37.9M0.72%101,535CommonSOLE
464288273SCZISHARES TR$37.2M0.70%451,566CommonNONE
H11356104BGBUNGE GLOBAL SA$35.1M0.67%329,284CommonSOLE
30231G102XOMEXXON MOBIL CORP$31.9M0.60%233,560CommonSOLE
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$31.9M0.60%441,326CommonNONE
532457108LLYELI LILLY & CO$31.8M0.60%26,531CommonSOLE
02079K107GOOGALPHABET INC$31.8M0.60%89,992CommonNONE
482480100KLACKLA CORP$31.1M0.59%102,969CommonSOLE
G51502105JCIJOHNSON CONTROLS INTERNATION$29.6M0.56%202,420CommonSOLE
770700102HOODROBINHOOD MKTS INC$29.1M0.55%289,713CommonNONE
11135F101AVGOBROADCOM INC$28.5M0.54%75,553CommonSOLE
464286822EWWISHARES INC$27.1M0.51%360,323CommonNONE
30303M102METAMETA PLATFORMS INC$26.8M0.51%47,553CommonSOLE
H42097107UBSUBS GROUP AG$26.0M0.49%524,274CommonSOLE
G54950103LINLINDE PLC$26.0M0.49%50,062CommonSOLE
68389X105ORCLORACLE CORP$26.0M0.49%177,121CommonSOLE
35671D857FCXFREEPORT MCMORAN INC$25.7M0.49%407,857CommonSOLE
46435U853USHYISHARES TR$24.4M0.46%659,551CommonSOLE
46434V407SHYGISHARES TR$24.3M0.46%574,072CommonSOLE
464288281EMBISHARES TR$23.9M0.45%248,104CommonSOLE
92206C771VMBSVANGUARD SCOTTSDALE FDS$23.5M0.44%501,186CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$23.4M0.44%109,877CommonSOLE
285512109EAELECTRONIC ARTS INC$23.2M0.44%113,378CommonNONE
458140100INTCINTEL CORP$21.9M0.41%156,882CommonNONE
00287Y109ABBVABBVIE INC$21.5M0.41%85,535CommonSOLE
882508104TXNTEXAS INSTRS INC$21.1M0.40%70,812CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$21.1M0.40%20,853CommonSOLE
806857108SLBSLB LIMITED$20.8M0.39%447,123CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$20.5M0.39%26,918CommonSOLE
46434G822EWJISHARES INC$19.9M0.38%213,165CommonNONE
032095101APHAMPHENOL CORP$19.8M0.37%112,129CommonSOLE
747525103QCOMQUALCOMM INC$19.6M0.37%106,160CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$19.5M0.37%26,138CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$19.5M0.37%69,207CommonSOLE
46435G474FALNISHARES TR$19.2M0.36%703,879CommonSOLE
82509L107SHOPSHOPIFY INC$18.9M0.36%165,795CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$17.8M0.34%35,467CommonSOLE
172908105CTASCINTAS CORP$17.4M0.33%102,137CommonSOLE
437076102HDHOME DEPOT INC$17.2M0.33%48,843CommonSOLE
64110L106NFLXNETFLIX INC.$16.1M0.31%225,861CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$16.1M0.30%174,367CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$15.9M0.30%219,694CommonSOLE
26875P101EOGEOG RES INC$15.6M0.30%120,437CommonSOLE
464287515IGVISHARES TR$15.6M0.29%171,735CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$15.3M0.29%45,639CommonSOLE
464287465EFAISHARES TR$14.8M0.28%142,948CommonNONE
464288877EFVISHARES TR$14.5M0.27%189,381CommonNONE
G29183103ETNEATON CORP PLC$14.5M0.27%33,919CommonSOLE
23331A109DHID R HORTON INC$14.4M0.27%88,690CommonSOLE
929160109VMCVULCAN MATLS CO$13.6M0.26%46,005CommonSOLE
Y2573F102FLEXFLEX LTD$13.3M0.25%82,343CommonSOLE
65339F101NEENEXTERA ENERGY INC$12.8M0.24%145,423CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$12.7M0.24%132,232CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$12.5M0.24%65,628CommonSOLE
464287549IGMISHARES TR$12.4M0.23%75,801CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$12.4M0.23%39,299CommonSOLE
464288810IHIISHARES TR$12.4M0.23%250,115CommonSOLE
97717W315DEMWISDOMTREE TR$12.4M0.23%229,674CommonSOLE
46434V621DGROISHARES TR$12.3M0.23%162,827CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$11.9M0.23%67,773CommonSOLE
78463X772DWXSPDR INDEX SHS FDS$11.8M0.22%255,937CommonSOLE
78433H675QQQINEOS ETF TRUST$11.6M0.22%204,151CommonSOLE
78463X855GIISPDR INDEX SHS FDS$11.5M0.22%152,505CommonSOLE
478160104JNJJOHNSON & JOHNSON$11.0M0.21%43,298CommonNONE
78463X863RWXSPDR INDEX SHS FDS$10.8M0.20%399,021CommonSOLE
78433H303SPYINEOS ETF TRUST$10.2M0.19%192,104CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$10.0M0.19%29,441CommonNONE
464288869IWCISHARES TR$9.8M0.19%49,177CommonNONE
894164102TNLTRAVEL PLUS LEISURE CO$9.8M0.18%127,667CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$9.6M0.18%24,196CommonSOLE
464287630IWNISHARES TR$9.4M0.18%42,469CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$9.3M0.18%37,692CommonSOLE
81762P102NOWSERVICENOW INC$9.2M0.17%93,072CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$9.2M0.17%173,815CommonSOLE
78467X109DIASTATE STR SPDR DOW JONES IND$9.1M0.17%17,500PUTNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$9.0M0.17%27,217CommonSOLE
37954Y293MLPXGLOBAL X FDS$8.9M0.17%121,160CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$8.9M0.17%9,531CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$8.8M0.17%104,770CommonNONE
631103108NDAQNASDAQ INC$8.4M0.16%106,911CommonSOLE
74347X831TQQQPROSHARES TR$8.4M0.16%103,230CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$8.2M0.15%49,072CommonSOLE
571903202MARMARRIOTT INTL INC NEW$7.9M0.15%21,401CommonSOLE
464287234EEMISHARES TR$7.9M0.15%115,836CommonNONE
464285204IAUISHARES GOLD TR$7.9M0.15%104,607CommonSOLE
46428Q109SLVISHARES SILVER TR$7.6M0.14%142,500PUTNONE
172967424CCITIGROUP INC$7.6M0.14%54,146CommonSOLE
375558103GILDGILEAD SCIENCES INC$7.5M0.14%59,347CommonSOLE
303075105FDSFACTSET RESH SYS INC$7.4M0.14%31,987CommonSOLE
464287598IWDISHARES TR$7.3M0.14%30,294CommonSOLE
009066101ABNBAIRBNB INC$7.3M0.14%50,969CommonNONE
040413205ANETARISTA NETWORKS INC$7.2M0.14%42,325CommonNONE
244199105DEDEERE & CO$7.2M0.14%11,276CommonSOLE
G6700G107NVTNVENT ELEC PLC$6.7M0.13%39,717CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$6.7M0.13%13,462CommonSOLE
863667101SYKSTRYKER CORPORATION$6.7M0.13%21,271CommonSOLE
58933Y105MRKMERCK & CO INC$6.7M0.13%51,784CommonNONE
79466L302CRMSALESFORCE INC$6.5M0.12%41,230CommonSOLE
931142103WMTWALMART INC$6.5M0.12%56,997CommonNONE
29415C101EOSEEOS ENERGY ENTERPRISES INC$6.3M0.12%1,076,715CommonSOLE
92826C839VVISA INC$6.2M0.12%18,182CommonSOLE
29355A107ENPHENPHASE ENERGY INC$6.2M0.12%125,790CommonNONE
833445109SNOWSNOWFLAKE INC$6.1M0.11%23,834CommonSOLE
316188309FBNDFIDELITY MERRIMACK STR TR$6.0M0.11%132,062CommonSOLE
87162W100SNXTD SYNNEX CORPORATION$6.0M0.11%22,424CommonNONE
19260Q107COINCOINBASE GLOBAL INC$5.9M0.11%40,169CommonNONE
00846U101AAGILENT TECHNOLOGIES INC$5.8M0.11%43,641CommonSOLE
595112103MUMICRON TECHNOLOGY INC$5.7M0.11%4,939CommonNONE
031162100AMGNAMGEN INC$5.7M0.11%15,621CommonSOLE
896239100TRMBTRIMBLE INC$5.6M0.11%109,320CommonSOLE
464287622IWBISHARES TR$5.5M0.10%13,402CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$5.4M0.10%16,472CommonSOLE
464287713IYZISHARES TR$5.4M0.10%127,391CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$5.2M0.10%48,791CommonSOLE
88023B103TEMTEMPUS AI INC$5.2M0.10%89,222CommonNONE
166764100CVXCHEVRON CORPORATION$5.0M0.09%29,945CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$4.9M0.09%69,138CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$4.9M0.09%3,540CommonSOLE
907818108UNPUNION PAC CORP$4.9M0.09%17,987CommonSOLE
17275R102CSCOCISCO SYS INC$4.8M0.09%40,896CommonNONE
40412C101HCAHCA HEALTHCARE INC$4.8M0.09%12,309CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$4.8M0.09%55,422CommonNONE
922907746VTEBVANGUARD MUN BD FDS$4.8M0.09%94,172CommonSOLE
37954Y855LITGLOBAL X FDS$4.7M0.09%60,226CommonSOLE
90138F102TWLOTWILIO INC$4.6M0.09%22,252CommonSOLE
464288414MUBISHARES TR$4.5M0.09%41,927CommonSOLE
78781J109SAILSAILPOINT INC$4.5M0.09%307,103CommonSOLE
122017106BURLBURLINGTON STORES INC$4.4M0.08%14,039CommonSOLE
92206C680VONGVANGUARD SCOTTSDALE FDS$4.4M0.08%34,681CommonSOLE
03783C100APPFAPPFOLIO INC$4.4M0.08%27,360CommonSOLE
060505104BACBANK OF AMER CORP$4.3M0.08%75,279CommonNONE
81730H109SSENTINELONE INC$4.2M0.08%246,911CommonSOLE
464288224ICLNISHARES TR$4.1M0.08%199,993CommonSOLE
36828A101GEVGE VERNOVA INC$4.1M0.08%3,475CommonSOLE
743315103PGRPROGRESSIVE CORP$4.0M0.08%18,204CommonSOLE
81369Y860XLRESELECT SECTOR SPDR TR$3.9M0.07%88,444CommonSOLE
78468R408SJNKSPDR SERIES TRUST$3.9M0.07%155,367CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$3.9M0.07%122,361CommonSOLE
46138E669PGHYINVESCO EXCH TRADED FD TR II$3.8M0.07%195,173CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$3.8M0.07%91,554CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$3.7M0.07%16,549CommonSOLE
56585A102MPCMARATHON PETE CORP$3.7M0.07%14,487CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$3.7M0.07%31,127CommonSOLE
47103U845JAAAJANUS DETROIT STR TR$3.7M0.07%72,373CommonSOLE
464287242LQDISHARES TR$3.6M0.07%33,411CommonSOLE
78467V608SRLNSSGA ACTIVE ETF TR$3.6M0.07%90,219CommonSOLE
983793100XPOXPO INC$3.6M0.07%17,643CommonSOLE
911312106UPSUNITED PARCEL SVCS INC$3.5M0.07%32,142CommonSOLE
19761L607MUSTCOLUMBIA ETF TR I$3.5M0.07%166,062CommonSOLE
04010L103ARCCARES CAPITAL CORP$3.5M0.07%186,217CommonSOLE
56035L104MAINMAIN STR CAP CORP$3.5M0.07%66,500CommonSOLE
78464A755XMESPDR SERIES TRUST$3.4M0.06%31,805CommonSOLE
46138E511PGXINVESCO EXCH TRADED FD TR II$3.4M0.06%313,399CommonSOLE
25434V849DFNMDIMENSIONAL ETF TRUST$3.4M0.06%69,540CommonSOLE
79589L106IOTSAMSARA INC$3.3M0.06%100,253CommonSOLE
25434V708DFACDIMENSIONAL ETF TRUST$3.2M0.06%73,043CommonNONE
09257W100BXMTBLACKSTONE MORTGAGE TRUST IN$3.1M0.06%185,833CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$3.1M0.06%7,578CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$3.1M0.06%7,209CommonNONE
74762E102QUREQUANTA SVCS INC$2.9M0.06%4,047CommonSOLE
949746101WMT2WELLS FARGO & CO$2.9M0.05%35,155CommonSOLE
025816109AXPAMERICAN EXPRESS CO$2.8M0.05%8,409CommonNONE
20825C104COPCONOCOPHILLIPS$2.8M0.05%27,241CommonSOLE
464287507IJHISHARES TR$2.8M0.05%36,479CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$2.8M0.05%5,618CommonSOLE
62914V106NIONIO INC$2.7M0.05%543,197CommonSOLE
90138A103VNETVNET GROUP INC$2.7M0.05%335,376CommonNONE
922908363VOOVANGUARD INDEX FDS$2.7M0.05%3,924CommonSOLE
15675D103CBRSCEREBRAS SYSTEMS INC$2.7M0.05%12,145CommonNONE
22266T109CPNGCOUPANG INC$2.7M0.05%153,035CommonNONE
77311W101RKTROCKET COS INC$2.6M0.05%165,351CommonSOLE
337344105QQEWFIRST TR EXCHANGE-TRADED FD$2.6M0.05%16,127CommonSOLE
92204A702VGTVANGUARD WORLD FD$2.6M0.05%21,507CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$2.5M0.05%60,121CommonSOLE
316092808FTECFIDELITY COVINGTON TRUST$2.5M0.05%8,854CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$2.4M0.05%6,527CommonSOLE
191216100KOCOCA COLA CO$2.4M0.05%29,750CommonSOLE
78467Y107MDYSTATE STR SPDR S&P MIDCAP 40$2.4M0.05%3,427CommonNONE
69370C100PTCPTC INC$2.4M0.05%21,197CommonSOLE
922908736VUGVANGUARD INDEX FDS$2.3M0.04%26,376CommonNONE
958102105WDCWESTERN DIGITAL CORP$2.3M0.04%3,544CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$2.2M0.04%3,892CommonNONE
75513E101RTXRTX CORPORATION$2.2M0.04%11,681CommonSOLE
46436E619EUSBISHARES TR$2.2M0.04%50,814CommonNONE
349381103FIGRFIGURE TECHNOLOGY SOLUTIO$2.2M0.04%71,740CommonNONE
780259305SHELSHELL PLC$2.2M0.04%27,755CommonSOLE
464287804IJRISHARES TR$2.1M0.04%14,349CommonSOLE
88160R101TSLATESLA INC$2.1M0.04%5,000PUTNONE
445658107JBHTHUNT J B TRANS SVCS INC$2.1M0.04%7,255CommonNONE
83406F102SOFISOFI TECHNOLOGIES INC$2.1M0.04%115,400CommonNONE
57636Q104MAMASTERCARD INCORPORATED$2.0M0.04%3,954CommonSOLE
46435U549EAGGISHARES TR$2.0M0.04%42,585CommonNONE
67066G104NVDANVIDIA CORPORATION$2.0M0.04%10,000PUTNONE
87612G101TRGPTARGA RES CORP$2.0M0.04%7,445CommonSOLE
921937827BSVVANGUARD BD INDEX FDS$2.0M0.04%25,494CommonNONE
872540109TJXTJX COS INC NEW$1.9M0.04%12,743CommonSOLE
464287101OEFISHARES TR$1.9M0.04%5,231CommonSOLE
742718109PGPROCTER & GAMBLE CO$1.9M0.04%12,721CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$1.9M0.04%34,700CommonSOLE
464288570DSIISHARES TR$1.8M0.03%12,865CommonSOLE
172755100CRUSCIRRUS LOGIC INC$1.8M0.03%12,328CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$1.8M0.03%11,497CommonSOLE
464288802SUSAISHARES TR$1.8M0.03%11,404CommonSOLE
92189F676SMHVANECK ETF TRUST$1.7M0.03%2,600PUTSOLE
713448108PEPPEPSICO INC$1.7M0.03%12,285CommonNONE
231021106CMICUMMINS INC$1.6M0.03%2,294CommonNONE
880770102TERTERADYNE INC$1.6M0.03%3,379CommonNONE
85207H104PHYSSPROTT ASSET MANAGEMENT LP$1.6M0.03%53,158CommonSOLE
84615Q103SPCXSPACE EXPLORATION TECHN CORP$1.6M0.03%9,121CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$1.5M0.03%3,236CommonSOLE
199908104FIXCOMFORT SYS USA INC$1.5M0.03%769CommonNONE
194162103CLCOLGATE PALMOLIVE CO$1.5M0.03%16,382CommonNONE
81764X103TTANSERVICETITAN INC$1.5M0.03%21,193CommonNONE
617446448MSMORGAN STANLEY$1.5M0.03%7,154CommonSOLE
78409V104SPGIS&P GLOBAL INC$1.5M0.03%3,627CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$1.5M0.03%4,220CommonSOLE
037833100AAPLAPPLE INC$1.4M0.03%5,000PUTNONE
15135B101CNCCENTENE CORP DEL$1.4M0.03%22,191CommonNONE
92189F411BIZDVANECK ETF TRUST$1.4M0.03%110,807CommonSOLE
74276R102PRVAPRIVIA HEALTH GROUP INC$1.4M0.03%54,290CommonSOLE
92204A108VCRVANGUARD WORLD FD$1.4M0.03%3,495CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$1.4M0.03%11,724CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.4M0.03%11,653CommonSOLE
88025U109TXG10X GENOMICS INC$1.3M0.03%35,024CommonNONE
209115104EDCONSOLIDATED EDISON INC$1.3M0.03%12,083CommonNONE
032654105ADIANALOG DEVICES INC$1.3M0.03%3,346CommonNONE
H1467J104CBCHUBB LIMITED$1.3M0.03%3,898CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$1.3M0.03%34,834CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$1.3M0.02%13,494CommonNONE
12572Q105CMECME GROUP INC$1.3M0.02%5,872CommonSOLE
55306N104MKSIMKS INC.$1.3M0.02%2,901CommonNONE
25754A201DPZDOMINOS PIZZA INC$1.3M0.02%4,270CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$1.2M0.02%1,290CommonSOLE
87612E106TGTTARGET CORP$1.2M0.02%9,506CommonNONE
464287150ITOTISHARES TR$1.2M0.02%7,521CommonNONE
247361702DALDELTA AIR LINES INC$1.2M0.02%12,901CommonNONE
47215P106JDJD.COM INC$1.2M0.02%47,010CommonNONE
580135101MCDMCDONALDS CORP$1.2M0.02%4,323CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$1.2M0.02%7,438CommonSOLE
92346J108VCELVERICEL CORP$1.2M0.02%26,219CommonSOLE
231561101CWCURTISS WRIGHT CORP$1.1M0.02%1,512CommonNONE
92189H201ITMVANECK ETF TRUST$1.1M0.02%24,283CommonSOLE
92189H409HYDVANECK ETF TRUST$1.1M0.02%22,126CommonSOLE
751212101RLRALPH LAUREN CORP$1.1M0.02%2,828CommonNONE
235851102DHRDANAHER CORP DEL$1.1M0.02%5,929CommonNONE
109641100EATBRINKER INTL INC$1.1M0.02%6,673CommonSOLE
574599106MASMASCO CORP$1.1M0.02%13,688CommonNONE
464288729EXIISHARES TR$1.1M0.02%5,469CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$1.1M0.02%2,141CommonSOLE
369550108GDGENERAL DYNAMICS CORP$1.1M0.02%3,077CommonNONE
94419L101WWAYFAIR INC$1.1M0.02%11,740CommonNONE
297178105ESSESSEX PPTY TR INC$1.1M0.02%3,675CommonNONE
090043100BILLBILL HOLDINGS INC$1.1M0.02%29,410CommonNONE
34959E109FTNTFORTINET INC$1.1M0.02%6,891CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$1.0M0.02%5,666CommonSOLE
778296103ROSTROSS STORES INC$1.0M0.02%4,919CommonNONE
681936100OHIOMEGA HEALTHCARE INVS INC$1.0M0.02%21,801CommonNONE
097023105BABOEING CO$1.0M0.02%4,785CommonSOLE
464287655IWMISHARES TR$1.0M0.02%3,445CommonSOLE
81369Y100XLBSELECT SECTOR SPDR TR$1.0M0.02%20,350CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$1.0M0.02%7,444CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$1.0M0.02%37,253CommonSOLE
679295105OKTAOKTA INC$1.0M0.02%7,456CommonNONE
665859104NTRSNORTHERN TR CORP$1.0M0.02%5,816CommonNONE
06738C778DJPBARCLAYS BANK PLC$1.0M0.02%23,126CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.0M0.02%17,475CommonNONE
452327109ILMNILLUMINA INC$1.0M0.02%5,692CommonNONE
921909768VXUSVANGUARD STAR FDS$990,1450.02%11,582CommonNONE
46137V837PDPINVESCO EXCHANGE TRADED FD T$981,6030.02%6,469CommonSOLE
717081103PFEPFIZER INC$980,8600.02%40,733CommonNONE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$973,4360.02%2,781CommonNONE
888787108TOSTTOAST INC$973,0050.02%34,975CommonNONE
125269100CFCF INDUSTRIES HOLD$971,3840.02%8,973CommonNONE
466313103JBLJABIL INC$967,6090.02%2,510CommonNONE
770323103RHIROBERT HALF INC.$964,7170.02%31,424CommonNONE
637417106NNNNNN REIT INC$961,7290.02%20,669CommonNONE
969904101WSMWILLIAMS SONOMA INC$955,6350.02%4,100CommonNONE
46138E339SPMOINVESCO EXCH TRADED FD TR II$954,2970.02%5,907CommonNONE
70438V106PCTYPAYLOCITY HLDG CORP$950,2970.02%9,091CommonNONE
608190104MHKMOHAWK INDS INC$948,6480.02%7,819CommonNONE
70975L107PENPENUMBRA INC$938,4090.02%2,972CommonNONE
228368106CCKCROWN HLDGS INC$929,7630.02%8,315CommonNONE
512816109LAMRLAMAR ADVERTISING CO$929,2220.02%5,957CommonNONE
74347R107SSOPROSHARES TR$927,6880.02%13,768CommonNONE
002824100ABTABBOTT LABORATORIES$926,7930.02%10,214CommonSOLE
46137V233XLGINVESCO EXCHANGE TRADED FD T$919,8100.02%15,022CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$916,6620.02%3,582CommonNONE
30040W108ESEVERSOURCE ENERGY$913,7400.02%12,643CommonNONE
126650100CVSCVS HEALTH CORP$908,5460.02%8,782CommonNONE
37954Y483QYLDGLOBAL X FDS$907,0210.02%49,214CommonNONE
174610105CFGCITIZENS FINL GROUP INC$904,5770.02%12,910CommonNONE
184496107CLHCLEAN HARBORS INC$903,7190.02%3,025CommonNONE
144285103CRSCARPENTER TECHNOLOGY CORP$899,1490.02%1,458CommonNONE
452308109ITWILLINOIS TOOL WKS INC$898,0020.02%3,320CommonNONE
969457100WMBWILLIAMS COS INC$896,3880.02%12,058CommonNONE
833034101SNASNAP ON INC$895,7420.02%2,226CommonNONE
910047109UALUNITED AIRLS HLDGS INC$895,7100.02%6,587CommonNONE
G87110105FTITECHNIPFMC PLC$894,1880.02%13,487CommonSOLE
94106L109WMWASTE MGMT INC DEL$880,7880.02%3,952CommonNONE
G0403H108AONAON PLC$878,0430.02%2,647CommonNONE
464287309IVWISHARES TR$877,8860.02%6,383CommonNONE
548661107LOWLOWES COS INC$870,0160.02%3,946CommonSOLE
37045V100GMGENERAL MTRS CO$866,4920.02%11,241CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$865,3720.02%4,313CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$859,6850.02%9,335CommonNONE
29084Q100EMEEMCOR GROUP INC$853,1500.02%1,028CommonNONE
842587107SOSOUTHERN CO$852,0330.02%8,902CommonSOLE
31428X106FDXFEDEX CORP$852,0000.02%2,721CommonNONE
46432F859ISTBISHARES TR$851,4680.02%17,647CommonNONE
92343E102VRSNVERISIGN INC$846,0970.02%3,363CommonNONE
277276101EGPEASTGROUP PPTYS INC$841,5120.02%4,155CommonNONE
80004C200SNDKSANDISK CORP$841,1660.02%370CommonNONE
256163106DOCUDOCUSIGN INC$829,4360.02%18,673CommonNONE
718546104PSXPHILLIPS 66$828,1640.02%4,899CommonNONE
92189F536MLNVANECK ETF TRUST$824,4340.02%46,369CommonSOLE
911363109URIUNITED RENTALS INC$816,3650.02%721CommonNONE
233051705RVNUDBX ETF TR$814,4940.02%32,181CommonSOLE
04911A107AUBATLANTIC UN BANKSHARES CORP$808,5990.02%19,111CommonSOLE
58155Q103MCKMCKESSON CORP$805,9990.02%1,067CommonNONE
98585X104YETIYETI HLDGS INC$803,1200.02%16,205CommonNONE
254687106DISDISNEY WALT CO$800,3420.02%8,315CommonSOLE
064058100BKBANK OF NY MELLON CORP$796,7030.02%5,509CommonNONE
77543R102ROKUROKU INC$793,9740.02%5,748CommonNONE
09290D101BLKBLACKROCK INC$793,2020.02%825CommonNONE
632307104NTRANATERA INC$791,2770.01%2,915CommonSOLE
78463V107GLDSPDR GOLD TR$791,0720.01%2,147CommonSOLE
486606106KYNKAYNE ANDERSON ENERGY INFRST$785,5440.01%56,800CommonSOLE
902494103TSNTYSON FOODS INC$778,7630.01%13,603CommonNONE
443201108HWMHOWMET AEROSPACE INC$776,8690.01%2,889CommonNONE
36467J108GLPIGAMING & LEISURE P$776,0690.01%17,428CommonNONE
147528103CASYCASEYS GEN STORES INC$774,1250.01%974CommonNONE
872590104TMUST-MOBILE US INC$773,4070.01%4,611CommonSOLE
00827B106AFRMAFFIRM HLDGS INC$773,1740.01%9,481CommonNONE
92243G108PCVXVAXCYTE INC$771,8820.01%13,279CommonNONE
56418H100MANMANPOWERGROUP INC WIS$768,7400.01%22,764CommonNONE
315912808ONEQFIDELITY COMWLTH TR$766,7220.01%7,428CommonNONE
26884U109EPREPR PPTYS$765,7320.01%13,200CommonNONE
49427F108KRCKILROY REALTY CORP$763,3530.01%20,372CommonNONE
01973R101ALSNALLISON TRANSMISSION HLDGS I$756,1210.01%6,707CommonNONE
125523100CITHE CIGNA GROUP$754,8190.01%2,738CommonNONE
615369105MCOMOODYS CORP$752,4990.01%1,661CommonSOLE
33829M101FIVEFIVE BELOW INC$749,4440.01%4,168CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$748,8500.01%1CommonNONE
745867101PHMPULTE GROUP INC$746,4800.01%5,440CommonNONE
46434G103IEMGISHARES INC$742,4880.01%8,963CommonSOLE
891092108TTCTORO CO$742,3400.01%7,620CommonNONE
G8060N102STSENSATA TECHNOLOGIES HLDG PL$738,3950.01%15,467CommonNONE
980745103WWDWOODWARD INC$735,5860.01%1,729CommonNONE
281020107EIXEDISON INTL$733,7490.01%9,856CommonSOLE
278865100ECLECOLAB INC$728,7660.01%2,616CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$727,0730.01%5,744CommonNONE
857477103STTSTATE STR CORP$726,5300.01%4,284CommonNONE
871829107SYYSYSCO CORP$721,9270.01%8,638CommonSOLE
291011104EMREMERSON ELEC CO$721,1830.01%5,038CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$716,9730.01%5,762CommonSOLE
75524B104RBCRBC BEARINGS INC$713,6180.01%1,108CommonSOLE
95123P106WTBAWEST BANCORPORATION INC$712,7550.01%26,866CommonSOLE
920253101VMIVALMONT INDS INC$712,1810.01%1,233CommonNONE
855244109SBUXSTARBUCKS CORP$711,3450.01%6,961CommonSOLE
871607107SNPSSYNOPSYS INC$709,0770.01%1,590CommonNONE
086516101BBYBEST BUY INC$708,7670.01%9,341CommonNONE
315616102FFIVF5 INC$704,6360.01%1,694CommonNONE
278642103EBAYEBAY INC.$704,4150.01%6,303CommonNONE
406216101HALHALLIBURTON CO$701,5600.01%20,664CommonSOLE
500754106KHCKRAFT HEINZ CO$701,5190.01%29,700CommonNONE
69331C108PCGPG&E CORP$699,6240.01%41,595CommonNONE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$698,6730.01%15,488CommonNONE
458140100INTCINTEL CORP$698,1500.01%5,000PUTNONE
92204A884VOXVANGUARD WORLD FD$696,4790.01%3,786CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$696,4280.01%16,128CommonNONE
268150109DTDYNATRACE INC$692,1970.01%15,764CommonNONE
G93A5A101VIKVIKING HOLDINGS LTD$691,1360.01%6,603CommonNONE
46090F100PDBCINVESCO ACTVELY MNGD ETC FD$690,9230.01%43,509CommonSOLE
45073V108ITTITT INC$683,2610.01%3,455CommonNONE
29415F104NVSTENVISTA HOLDINGS CORPORATION$679,2770.01%25,779CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$679,2630.01%8,595CommonSOLE
32051X108FHBFIRST HAWAIIAN INC$678,8520.01%23,169CommonNONE
G2004J103CCLCARNIVAL CORP LTD$676,5630.01%23,681CommonNONE
37954Y475XYLDGLOBAL X FDS$673,9360.01%16,522CommonNONE
758849103REGREGENCY CTRS CORP$669,8960.01%8,401CommonNONE
464287689IWVISHARES TR$665,2640.01%1,560CommonSOLE
45168D104IDXXIDEXX LABS INC$661,7000.01%1,257CommonSOLE
23804L103DDOGDATADOG INC$655,2050.01%2,517CommonNONE
33738R811FTXLFIRST TR EXCHANGE TRADED FD$652,2550.01%2,289CommonSOLE
29977A105EVREVERCORE INC$648,7360.01%1,900CommonNONE
989701107ZIONZIONS BANCORPORATION NATL AS$645,1280.01%9,324CommonNONE
91913Y100VLOVALERO ENERGY CORP$644,3890.01%2,474CommonSOLE
256746108DLTRDOLLAR TREE INC$643,8540.01%5,323CommonNONE
55261F104MTBM & T BK CORP$641,5890.01%2,696CommonNONE
N07059210ASMLASML HLDG NV$641,5730.01%322CommonNONE
88579Y101MMM3M CO$634,5410.01%3,919CommonSOLE
46138G706TANINVESCO EXCH TRADED FD TR II$631,7220.01%10,680CommonNONE
09260D107BXBLACKSTONE INC$629,9250.01%5,353CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$628,6270.01%6,949CommonNONE
32054K103FRFIRST INDL RLTY TR INC$628,4890.01%10,251CommonNONE
058498106BALLBALL CORP$627,6980.01%10,059CommonNONE
103304101BYDBOYD GAMING CORP$626,7900.01%7,096CommonNONE
60855R100MOHMOLINA HEALTHCARE INC$621,9270.01%2,719CommonNONE
038336103ATRAPTARGROUP INC$620,9920.01%4,960CommonNONE
515098101LSTRLANDSTAR SYS INC$613,8120.01%2,968CommonNONE
922908652VXFVANGUARD INDEX FDS$610,9440.01%2,481CommonSOLE
74340W103PLDPROLOGIS INC.$609,4540.01%4,499CommonSOLE
876030107TPRTAPESTRY INC$607,9290.01%4,153CommonNONE
09062X103BIIBBIOGEN INC$606,7660.01%2,808CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$594,9290.01%3,530CommonNONE
205887102CAGCONAGRA BRANDS INC$592,9750.01%44,055CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$592,4960.01%2,504CommonNONE
192422103CGNXCOGNEX CORP$592,1060.01%8,176CommonNONE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$589,6540.01%2,447CommonNONE
596278101MIDDMIDDLEBY CORP$583,9740.01%3,395CommonNONE
370334104GISGENERAL MILLS INC$583,2480.01%16,760CommonNONE
313745101FRTFEDERAL RLTY INVT TR NEW$582,2660.01%4,717CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$580,2940.01%931CommonSOLE
222795502CUZCOUSINS PPTYS INC$578,5240.01%19,297CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$578,4050.01%9,411CommonNONE
902973304USBUS BANCORP$577,0090.01%9,553CommonNONE
743606105PBPROSPERITY BANCSHARES INC$576,6450.01%7,896CommonSOLE
26614N201DDDUPONT DE NEMOURS INC$576,3340.01%4,249CommonNONE
042068205ARMARM HOLDINGS PLC$575,7900.01%1,624CommonSOLE
229663109CUBECUBESMART$571,9320.01%14,381CommonNONE
87165B103SYFSYNCHRONY FINANCIAL$571,5160.01%7,515CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GROUP$568,0340.01%6,999CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$567,0690.01%7,158CommonNONE
44107P104HSTHOST HOTELS & RESORTS INC$561,1680.01%23,668CommonNONE
942622200WSOWATSCO INC$557,5890.01%1,338CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$557,5860.01%8,224CommonNONE
576323109MTZMASTEC INC$555,4400.01%1,335CommonSOLE
929740108WABWABTEC$554,6150.01%2,057CommonNONE
46435G425ESGUISHARES TR$554,1870.01%3,386CommonSOLE
049468101TEAMATLASSIAN CORPORATION$553,5530.01%7,116CommonNONE
921910816MGKVANGUARD WORLD FD$553,3930.01%6,295CommonNONE
718172109PMPHILIP MORRIS INTL INC$549,9870.01%3,040CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$548,5410.01%1,888CommonNONE
30034W106EVRGEVERGY INC$548,0730.01%6,341CommonSOLE
00724F101ADBEADOBE INC$545,3520.01%2,660CommonNONE
955306105WSTWEST PHARMACEUTICAL SVSC INC$544,6030.01%1,517CommonNONE
410867105THGHANOVER INS GROUP INC$539,3680.01%2,519CommonNONE
431284108HIWHIGHWOODS PPTYS INC$539,2610.01%17,880CommonNONE
92189F676SMHVANECK ETF TRUST$537,7400.01%820CommonSOLE
001055102AFLAFLAC INC$535,2670.01%4,565CommonSOLE
92206C599VTHRVANGUARD SCOTTSDALE FDS$533,0630.01%1,608CommonSOLE
47233W109JEFJEFFERIES FINANCIAL GROUP IN$531,4370.01%10,633CommonNONE
76680R206RNGRINGCENTRAL INC$530,9470.01%13,621CommonNONE
12503M108CBOECBOE GLOBAL MKTS INC$528,2590.01%2,177CommonSOLE
46436E718SGOVISHARES TR$525,5980.01%5,221CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$524,0300.01%1,058CommonNONE
40434L105HPQHP INC$523,3040.01%23,852CommonNONE
723484101PNWPINNACLE WEST CAP CORP$522,6950.01%4,885CommonNONE
693506107PPGPPG INDS INC$521,4400.01%4,299CommonNONE
02665T306AMHAMERICAN HOMES 4 RENT$519,4930.01%15,498CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$512,7270.01%3,244CommonSOLE
526057104LENLENNAR CORP$512,1000.01%5,659CommonSOLE
80689H102SNDRSCHNEIDER NATIONAL INC$509,7030.01%13,953CommonNONE
889478103TOLTOLL BROTHERS INC$509,2440.01%3,091CommonNONE
680223104ORIOLD REP INTL CORP$507,1140.01%12,393CommonSOLE
053332102AZOAUTOZONE INC$506,1730.01%158CommonSOLE
018802108LNTALLIANT ENERGY CORP$505,7520.01%6,629CommonSOLE
33734X192SKYYFIRST TR EXCHANGE-TRADED FD$503,3890.01%3,741CommonNONE
86765K109SUNSUNOCO LP/SUNOCO FIN CORP$502,7390.01%7,448CommonSOLE
76171L106REYNREYNOLDS CONSUMER PRODS INC$501,8530.01%18,691CommonNONE
94106B101WCNWASTE CONNECTIONS INC$500,3650.01%3,002CommonNONE
343498101FLOFLOWERS FOODS INC$498,9640.01%63,160CommonNONE
002896207ANFABERCROMBIE & FITCH CO$498,4340.01%5,538CommonSOLE
912008109USFDUS FOODS HLDG CORP$497,2720.01%4,863CommonNONE
704326107PAYXPAYCHEX INC$497,1210.01%5,056CommonNONE
655663102NDSNNORDSON CORP$494,0380.01%1,638CommonNONE
02005N100ALLYALLY FINL INC$493,5930.01%10,742CommonNONE

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.