MondegarAI
Quantitative Investment Management, LLC

Q4 2025 · 13F-HR

Quantitative Investment Management, LLCholdings as filed

Filed 2026-02-17 · accession 0001445911-26-000002

$1.0M
Reported value
376
Positions
2025-12-31
Period end
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The Brief · Quantitative Investment Management, LLC · Q4 2025

AI · grounded in 13F

Quantitative Investment Management, LLC closed its position in TSLA, reducing exposure by $35,007. The fund established new positions in the Materials Select Sector SPDR Fund XLB for $51,093 and the iShares Bitcoin Trust ETF IBIT for $43,425. Other notable activity includes closing positions in PLTR and XLU, while accumulating shares of XLF and KRE.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
81369Y605XLFFinancial Select Sector SPDR Fund$66,2756.44%1,210,077CommonSOLE
81369Y100XLBMaterials Select Sector SPDR Fund$51,0934.97%1,126,646CommonSOLE
46438F101IBITiShares Bitcoin Trust ETF$43,4254.22%874,627CommonSOLE
67066G104NVDANvidia Corp$41,0363.99%220,037CommonSOLE
78464A698KRESPDR S&P REGIONAL BANKING ETF$34,1943.33%527,619CommonSOLE
594972408MSTRStrategy Inc$27,0902.63%178,287CommonSOLE
81369Y308XLPConsumer Staples Select Sector SPDR Fund$22,8092.22%293,632CommonSOLE
81369Y704XLIIndustrial Select Sector SPDR Fund$21,6112.10%139,324CommonSOLE
46438R105ETHAiShares Ethereum Trust ETF$17,2171.67%767,593CommonSOLE
146869102CVNACarvana Co Cl A$16,1721.57%38,322CommonSOLE
64110L106NFLXNETFLIX INC$15,7841.53%168,345CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$15,4231.50%46,722CommonSOLE
931142103WMTWalmart Inc$11,4591.11%102,855CommonSOLE
81369Y852XLCCommunication Services Select Sector SPD$10,8861.06%92,474CommonSOLE
882508104TXNTEXAS INSTRUMENTS INC$10,4761.02%60,388CommonSOLE
92826C839VVISA Inc$9,9580.97%28,394CommonSOLE
949746101WMT2Wells Fargo & Co$9,4980.92%101,911CommonSOLE
46138E628KBWBInvesco KBW Bank ETF$9,3060.90%110,410CommonSOLE
68389X105ORCLOracle Corp$8,9710.87%46,031CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$8,8770.86%41,453CommonSOLE
172967424CCITIGROUP INC COM NEW$8,1880.80%70,170CommonSOLE
871607107SNPSSynopsys Inc$7,9140.77%16,849CommonSOLE
Q4982L109IRENIREN Ltd$7,3860.72%195,574CommonSOLE
609207105MDLZMONDELEZ INTERNATIONAL INC$7,1160.69%132,207CommonSOLE
060505104BACBANK AMER CORP COM$7,0080.68%127,430CommonSOLE
57636Q104MAMastercard Incorp Common Stock$6,9230.67%12,127CommonSOLE
808513105SCHWTHE CHARLES SCHWAB CORP$6,5850.64%65,917CommonSOLE
01609W102BABAAlibaba Group Holding Ltd$6,4560.63%44,046CommonSOLE
093712107BEBloom Energy Corp$6,0080.58%69,150CommonSOLE
14040H105COFCAPITAL ONE FINANCIAL CORP$5,9390.58%24,505CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$5,8910.57%58,394CommonSOLE
553368101MPMp Materials Corp$5,7670.56%114,167CommonSOLE
92840M102VSTVistra Energy Corp$5,7590.56%35,701CommonSOLE
98978V103ZTSZoetis Inc$5,7200.56%45,463CommonSOLE
125523100CICigna Group$5,7120.56%20,755CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$5,5110.54%108,509CommonSOLE
N6596X109NXPINXP Semiconductors N.V.$5,5060.54%25,370CommonSOLE
770700102HOODRobinhood Markets Inc$5,4500.53%48,188CommonSOLE
79466L302CRMSalesforce Inc$5,3700.52%20,274CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$5,3630.52%309,126CommonSOLE
009066101ABNBAirbnb Inc$5,2410.51%38,623CommonSOLE
032654105ADIAnalog Devices Inc$4,9360.48%18,202CommonSOLE
81369Y506XLEEnergy Select Sector SPDR Fund$4,8430.47%108,338CommonSOLE
78464A797KBESPDR S&P Bank ETF$4,7600.46%78,445CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC$4,6270.45%72,622CommonSOLE
539830109LMTLockheed Martin Corp$4,6070.45%9,527CommonSOLE
86800U302SMCISuper Micro Computer Inc$4,2840.42%146,395CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$4,1960.41%103,026CommonSOLE
20825C104COPCONOCOPHILLIPS$4,0150.39%42,900CommonSOLE
55354G100MSCIMSCI Inc$3,9500.38%6,885CommonSOLE
76655K103RGTIRigetti Computing Inc$3,9030.38%176,248CommonSOLE
26922A842JETSU.S. Global Jets ETF$3,8330.37%136,574CommonSOLE
743315103PGRPROGRESSIVE CORP (THE)$3,8280.37%16,812CommonSOLE
670100205NVONOVO NORDISK A/S$3,8140.37%74,969CommonSOLE
337738108FISVFiserv Inc$3,7930.37%56,471CommonSOLE
097023105BABOEING CO (THE)$3,7490.36%17,267CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC (THE)$3,7120.36%4,224CommonSOLE
00724F101ADBEAdobe Inc$3,6800.36%10,515CommonSOLE
844741108LUVSOUTHWEST AIRLINES CO$3,6040.35%87,218CommonSOLE
46625H100JPMJ P MORGAN CHASE & CO$3,5740.35%11,093CommonSOLE
92204A405VFHVanguard Financials ETF$3,5640.35%26,703CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING INC$3,5480.35%13,796CommonSOLE
58733R102MELIMercadoLibre Inc$3,5390.34%1,757CommonSOLE
771049103RBLXRoblox Corp$3,3860.33%41,793CommonSOLE
493267108KEYKEYCORP$3,3030.32%160,050CommonSOLE
122017106BURLBurlington Stores Inc$3,2480.32%11,245CommonSOLE
615369105MCOMOODY'S CORP$3,2130.31%6,290CommonSOLE
G29183103ETNEATON CORP PLC$3,1530.31%9,902CommonSOLE
922042858VWOVanguard FTSE Emerging Markets ETF$3,0060.29%55,933CommonSOLE
143658300CCL1EURCarnival Corp$2,9820.29%97,673CommonSOLE
023135106AMZNAmazon.com Inc$2,9080.28%12,602CommonSOLE
742718109PGPROCTER & GAMBLE CO (THE)$2,9000.28%20,242CommonSOLE
922042874VGKVanguard FTSEEuropean ETF$2,8840.28%34,505CommonSOLE
902973304USBU.S. BANCORP$2,8380.28%53,196CommonSOLE
320517105FHNFirst Horizon$2,7640.27%115,668CommonSOLE
437076102HDHOME DEPOT INC (THE)$2,7520.27%7,998CommonSOLE
235851102DHRDanaher Corp$2,7290.27%11,924CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP$2,6910.26%99,303CommonSOLE
682189105ONON Semiconductor Corp$2,6570.26%49,081CommonSOLE
693475105PNCPNC Financial Services Group$2,6360.26%12,629CommonSOLE
776696106ROPRoper Technologies Inc$2,6230.26%5,893CommonSOLE
31946M103FCNCAFIRST CITIZENS BANCSHARES INC$2,5490.25%1,188CommonSOLE
384802104GWWW.W. GRAINGER INC$2,5140.24%2,492CommonSOLE
92345Y106VRSKVerisk Analytics Inc$2,4850.24%11,112CommonSOLE
16119P108CHTRCharter Communications Inc$2,4390.24%11,685CommonSOLE
00206R102TAT&T Inc$2,4220.24%97,515CommonSOLE
22160N109CSGPCoStar Group Inc$2,4030.23%35,749CommonSOLE
89832Q109TFCTruist Financial Corp$2,3770.23%48,306CommonSOLE
704326107PAYXPaychex Inc$2,3380.23%20,844CommonSOLE
369604301GEGE Aerospace$2,3310.23%7,568CommonSOLE
70450Y103PYPLPayPal Holdings Inc$2,3160.23%39,676CommonSOLE
039483102ADMARCHER-DANIELS-MIDLAND CO$2,2880.22%39,811CommonSOLE
78409V104SPGIS&P GLOBAL INC$2,2850.22%4,374CommonSOLE
252131107DXCMDexCom Inc$2,2810.22%34,375CommonSOLE
74624M102PPure Storage$2,2320.22%33,311CommonSOLE
87256C101TKOTKO Group Holdings Inc$2,2260.22%10,654CommonSOLE
166764100CVXCHEVRON CORP$2,2040.21%14,461CommonSOLE
026874784AIGAMERICAN INTL GROUP INC COM NEW$2,1930.21%25,642CommonSOLE
438516106HONHoneywell International Inc$2,1560.21%11,054CommonSOLE
N20944109CNHCNH Industrial NV$2,1370.21%231,784CommonSOLE
874039100TSMTaiwan Semiconductor Manufacturing CoLtd$2,1360.21%7,029CommonSOLE
03027X100AMTAMERICAN TOWER CORP (REIT)$2,1320.21%12,146CommonSOLE
363576109AJGARTHUR J. GALLAGHER & CO.$2,1240.21%8,208CommonSOLE
25179M103DVNDEVON ENERGY CORP$2,0890.20%57,033CommonSOLE
46138E354SPLVInvesco S&P 500 Low Volatility ETF$2,0820.20%29,155CommonSOLE
89400J107TRUTransUnion$2,0650.20%24,090CommonSOLE
617446448MSMORGAN STANLEY COM NEW$2,0060.20%11,305CommonSOLE
N53745100LYBLyondellBasell Industries NV$2,0020.19%46,238CommonSOLE
189054109CLXCLOROX CO (THE)$1,9860.19%19,700CommonSOLE
552953101MGMMGM RESORTS INTERNATIONAL$1,9760.19%54,161CommonSOLE
G0403H108AONAon Class A$1,9620.19%5,562CommonSOLE
67103H107ORLYO'reilly Automotive Inc$1,9580.19%21,474CommonSOLE
59156R108METMETLIFE INC$1,9430.19%24,620CommonSOLE
92189H607OIHVanEck Oil Services ETF$1,9410.19%6,819CommonSOLE
61945C103MOSMOSAIC CO (THE)$1,9350.19%80,349CommonSOLE
464286806EWGISHARES MSCI GERMANY INDEX FUND$1,9320.19%45,472CommonSOLE
87165B103SYFSynchrony Financial$1,9110.19%22,916CommonSOLE
30231G102XOMExxon Mobil Corp$1,9060.19%15,844CommonSOLE
053332102AZOAUTOZONE INC$1,9060.19%562CommonSOLE
98980G102ZSZscaler Inc$1,8820.18%8,371CommonSOLE
876030107TPRTapestry Inc$1,8170.18%14,225CommonSOLE
693506107PPGPPG Industries Inc$1,8150.18%17,721CommonSOLE
14149Y108CAHCardinal Health Inc$1,7980.17%8,750CommonSOLE
030420103AWKAmerican Water Works$1,7810.17%13,652CommonSOLE
55261F104MTBM&T Bank Corp$1,7690.17%8,781CommonSOLE
34959E109FTNTFortinet Inc$1,7650.17%22,239CommonSOLE
443573100HUBSHUBSPOT INC$1,7520.17%4,366CommonSOLE
744320102PRUPRUDENTIAL FINANCIAL INC$1,7330.17%15,361CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$1,7220.17%4,331CommonSOLE
806857108SLBSchlumberger NV$1,7140.17%44,667CommonSOLE
45687V106IRIngersoll Rand Inc$1,6920.16%21,365CommonSOLE
13646K108CPCanadian Pacific Kansas City Limited$1,6860.16%22,906CommonSOLE
260557103DOWDOW INC$1,6820.16%71,980CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$1,6570.16%3,657CommonSOLE
37954Y871URAGlobal X Uranium ETF$1,6450.16%38,503CommonSOLE
G6683N103NUNu Holdings Ltd Cl A$1,6450.16%98,290CommonSOLE
910047109UALUnited Airlines Holdings Inc$1,6400.16%14,668CommonSOLE
29355A107ENPHEnphase Energy Inc$1,6390.16%51,145CommonSOLE
316773100FITBFifth Third Bancorp$1,5960.16%34,110CommonSOLE
854502101SWKSTANLEY BLACK & DECKER INC$1,5820.15%21,311CommonSOLE
83406F102SOFISoFi Technologies Inc$1,5800.15%60,367CommonSOLE
002824100ABTAbbott Laboratories$1,5780.15%12,596CommonSOLE
443201108HWMHowmet Aerospace$1,5580.15%7,600CommonSOLE
17253J106CIFRCipher Mining Inc$1,5530.15%105,256CommonSOLE
907818108UNPUNION PACIFIC CORP$1,5040.15%6,506CommonSOLE
78709Y105SAIASaia Inc$1,4860.14%4,552CommonSOLE
73278L105POOLPool Corp$1,4770.14%6,460CommonSOLE
760759100RSGREPUBLIC SERVICES INC$1,4610.14%6,896CommonSOLE
95040Q104WELLWelltower Inc$1,4600.14%7,869CommonSOLE
26856L103ELFELF BEAUTY INC$1,4590.14%19,190CommonSOLE
85208M102SFMSprouts Farmers Market Inc$1,4460.14%18,155CommonSOLE
071813109BAXBAXTER INTERNATIONAL INC$1,4450.14%75,636CommonSOLE
185899101CLFCleveland-Cliffs Inc$1,4390.14%108,363CommonSOLE
457669307INSMInsmed Inc$1,4180.14%8,148CommonSOLE
861012102STMSTMICROELECTRONICS N.V.$1,4150.14%54,560CommonSOLE
92537N108VRTVertiv Holdings Co$1,4150.14%8,739CommonSOLE
461202103INTUIntuit Inc$1,4140.14%2,136CommonSOLE
444859102HUMHumana Inc$1,4140.14%5,522CommonSOLE
26603R106DUOLDuolingo Inc$1,4090.14%8,033CommonSOLE
219948106CPAYCorpay Inc$1,4020.14%4,662CommonSOLE
14448C104CARRCarrier Global Corp$1,3850.13%26,228CommonSOLE
518439104ELESTEE LAUDER COMPANIES INC (THE)$1,3840.13%13,221CommonSOLE
632307104NTRANatera Inc$1,3760.13%6,010CommonSOLE
65339F101NEENEXTERA ENERGY INC COM$1,3710.13%17,080CommonSOLE
803607100SRPTSAREPTA THERAPEUTICS INC$1,3700.13%63,670CommonSOLE
92343E102VRSNVerisign Inc$1,3530.13%5,571CommonSOLE
72352L106PINSPinterest Inc$1,3440.13%51,918CommonSOLE
58155Q103MCKMCKESSON CORP$1,3420.13%1,637CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$1,3410.13%14,920CommonSOLE
03076C106AMPAMERIPRISE FINANCIAL INC$1,3310.13%2,716CommonSOLE
370334104GISGENERAL MILLS INC$1,3140.13%28,264CommonSOLE
00130H105AESTHE AES CORP$1,3130.13%91,565CommonSOLE
115236101BROBrown & Brown Inc$1,3100.13%16,444CommonSOLE
761152107RMDResmed Inc$1,3020.13%5,409CommonSOLE
70432V102PAYCPaycom Software Inc$1,2850.12%8,065CommonSOLE
571748102MRSHMarsh & McLennan Companies Inc.$1,2770.12%6,888CommonSOLE
05352A100AVTRAvantor Inc$1,2710.12%110,917CommonSOLE
075887109BDXBECTON DICKINSON AND CO$1,2680.12%6,538CommonSOLE
83304A106SNAPSnap Inc Class A$1,2600.12%156,212CommonSOLE
37940X102GPNGlobal Payments Inc$1,2590.12%16,279CommonSOLE
83417M104SEDGSOLAREDGE TECHNOLOGIES INC$1,2570.12%43,602CommonSOLE
820014405SBETSharpLink Gaming Inc$1,2440.12%139,234CommonSOLE
504922105LHLaboratory Corporation of America Holdin$1,2340.12%4,921CommonSOLE
859241101STRLSterling Construction Company Inc$1,2270.12%4,007CommonSOLE
86771W105RUNSunrun Inc$1,2100.12%65,765CommonSOLE
427866108HSYHERSHEY CO (THE)$1,1940.12%6,562CommonSOLE
77543R102ROKURoku Inc$1,1910.12%10,979CommonSOLE
69331C108PCGPG&E Corp$1,1710.11%72,916CommonSOLE
205887102CAGConAgra Brands Inc$1,1650.11%67,318CommonSOLE
460146103IPINTERNATIONAL PAPER CO$1,1390.11%28,928CommonSOLE
477143101JBLUJetBlue Airways Corp$1,1270.11%247,725CommonSOLE
717081103PFEPfizer Inc$1,1250.11%45,189CommonSOLE
579780206MKCMCCORMICK & CO INC$1,1230.11%16,490CommonSOLE
773121108RKLBRocket Lab USA Inc$1,1180.11%16,037CommonSOLE
892356106TSCOTractor Supply Co$1,1110.11%22,226CommonSOLE
464286103EWAISHARES MSCI AUSTRALIA INDEX FUND$1,1090.11%42,360CommonSOLE
M9T951109ZIMZIM Integrated Shipping Services Ltd$1,1030.11%51,987CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$1,1030.11%6,357CommonSOLE
22822V101CCICrown Castle Inc$1,0990.11%12,371CommonSOLE
02005N100ALLYAlly Financial Inc$1,0710.10%23,669CommonSOLE
04016X101ARGXArgenx SE ADS$1,0460.10%1,244CommonSOLE
29362U104ENTGEntegris Inc$1,0380.10%12,330CommonSOLE
009158106APDAIR PRODUCTS AND CHEMICALS INC$1,0380.10%4,205CommonSOLE
76954A103RIVNRivian Automotive Inc$1,0170.10%51,624CommonSOLE
929740108WABWestinghouse Air Brake Technologies Corp$1,0140.10%4,753CommonSOLE
803054204SAPSap Ae Drc$9970.10%4,107CommonSOLE
94106L109WMWASTE MANAGEMENT INC$9920.10%4,519CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$9900.10%26,774CommonSOLE
955306105WSTWEST PHARMACEUTICAL SERVICES INC$9900.10%3,600CommonSOLE
134429109CPBCampbell's Co$9860.10%35,409CommonSOLE
452308109ITWILLINOIS TOOL WORKS INC$9750.09%3,961CommonSOLE
09857L108BKNGBooking Holdings Inc$9630.09%180CommonSOLE
40131M109GHGuardant Health Inc$9560.09%9,363CommonSOLE
G81276100SIGSignet Jewelers Ltd$9520.09%11,489CommonSOLE
12514G108CDWCdw Corp$9500.09%6,982CommonSOLE
88034P109TMETencent Music Entertainment Group$9360.09%53,428CommonSOLE
09061G101BMRNBioMarin Pharmaceutical Inc$9360.09%15,751CommonSOLE
126650100CVSCvs Health Corp$9330.09%11,768CommonSOLE
281020107EIXEDISON INTERNATIONAL$9310.09%15,516CommonSOLE
G4705A100ICLRICON PLC$9300.09%5,107CommonSOLE
G1890L107CPRICapri Holdings Ltd$9200.09%37,742CommonSOLE
090043100BILLBILL Holdings Inc$9180.09%16,837CommonSOLE
86333M108LRNStride Inc$9050.09%13,941CommonSOLE
099502106BAHBooz Allen Hamilton Holding Corp$9030.09%10,714CommonSOLE
125269100CFCF INDUSTRIES HOLDINGS INC$8990.09%11,631CommonSOLE
00123Q104AGNCAGNC Investment Corp$8900.09%83,068CommonSOLE
25754A201DPZDOMINO'S PIZZA INC$8830.09%2,120CommonSOLE
136385101CNQCANADIAN NATURAL RESOURCES LTD$8820.09%26,083CommonSOLE
526057104LENLENNAR CORP$8740.08%8,509CommonSOLE
03831W108APPApplovin Corp$8740.08%1,298CommonSOLE
30040W108ESEVERSOURCE ENERGY$8700.08%12,936CommonSOLE
416515104HIGHartford Insurance Group Inc$8630.08%6,266CommonSOLE
78410G104SBACSba Comms Corp$8510.08%4,403CommonSOLE
G0450A105ACGLArch Capital Group Ltd$8460.08%8,828CommonSOLE
71424F105PRPermian Resources Corp$8440.08%60,172CommonSOLE
654106103NKENIKE INC$8430.08%13,246CommonSOLE
50212V100LPLALPL Financial Holdings Inc$8420.08%2,358CommonSOLE
69370C100PTCPtc Inc$8400.08%4,826CommonSOLE
464286608EZUiShares MSCI Eurozone ETF$8380.08%13,087CommonSOLE
60770K107MRNAModerna Inc$8370.08%28,399CommonSOLE
46434G772EWTiShares MSCI Taiwan ETF$8370.08%13,185CommonSOLE
573874104MRVLMarvell Technology Group Ltd$8300.08%9,772CommonSOLE
767292105RIOTRiot Platforms Inc$8260.08%65,213CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$8260.08%9,468CommonSOLE
74762E102QUREQuanta Services Inc$8210.08%1,947CommonSOLE
665859104NTRSNORTHERN TRUST CORP$8170.08%5,988CommonSOLE
834203309SLNOSoleno Therapeutics Inc$8140.08%17,581CommonSOLE
855244109SBUXStarbucks Corp$8050.08%9,571CommonSOLE
H8817H100RIGTransocean Ltd$8040.08%194,897CommonSOLE
29364G103ETREntergy Corp$8030.08%8,691CommonSOLE
631103108NDAQNasdaq Inc$8030.08%8,277CommonSOLE
957638109WALWESTERN ALLIANCE BANCORPORATION$8000.08%9,519CommonSOLE
00846U101AAgilent Technologies Inc$8000.08%5,883CommonSOLE
81141R100SESea Ltd$7750.08%6,082CommonSOLE
596278101MIDDTHE MIDDLEBY CORP$7690.07%5,173CommonSOLE
00751Y106AAPADVANCE AUTO PARTS INC$7660.07%19,499CommonSOLE
679295105OKTAOkta Inc$7540.07%8,720CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECHNOLOGIES LTD$7440.07%4,011CommonSOLE
892672106TWTradeweb Markets Inc$7400.07%6,888CommonSOLE
816851109SRESEMPRA$7390.07%8,376CommonSOLE
09073M104TECHBIO-TECHNE CORP$7270.07%12,369CommonSOLE
008073108AVAVAeroVironment Inc$7260.07%3,003CommonSOLE
925652109VICIVICI Properties Inc$7240.07%25,753CommonSOLE
832696405SJMJ.M. SMUCKER CO (THE)$7240.07%7,406CommonSOLE
403949100DINOHF Sinclair Corp$7240.07%15,712CommonSOLE
294429105EFXEQUIFAX INC$7210.07%3,324CommonSOLE
464288752ITBiShares U.S. Home Construction ETF$7030.07%7,310CommonSOLE
747525103QCOMQualcomm Inc$6990.07%4,092CommonSOLE
42824C109HPEHewlett Packard Enterprise Co$6980.07%29,073CommonSOLE
372460105GPCGenuine Parts Co$6930.07%5,640CommonSOLE
086516101BBYBest Buy Co. Inc$6890.07%10,308CommonSOLE
89417E109TRVTHE TRAVELERS COMPANIES INC$6850.07%2,362CommonSOLE
29786A106ETSYEtsy Inc$6850.07%12,370CommonSOLE
174610105CFGCitizens Financial Group Inc$6800.07%11,645CommonSOLE
466313103JBLJabil Inc$6740.07%2,960CommonSOLE
143130102KMXCarMax Inc$6710.07%17,391CommonSOLE
26701L100BROSDutch Bros Inc$6590.06%10,774CommonSOLE
227046109CROXCROCS INC$6580.06%7,704CommonSOLE
01741R102ATIATI Inc$6570.06%5,731CommonSOLE
29084Q100EMEEmcor Group Inc$6450.06%1,055CommonSOLE
68902V107OTISOTIS Worldwide Corp$6400.06%7,332CommonSOLE
171340102CHDChurch & Dwight Co Inc$6380.06%7,609CommonSOLE
05605H100BWXTBWX Technologies Inc$6330.06%3,667CommonSOLE
209115104EDConsolidated Edison Inc$6290.06%6,334CommonSOLE
159864107CRLCharles River Laboratories International$6220.06%3,120CommonSOLE
78463X202FEZSPDR DJ EURO STOXX 50 ETF$6210.06%9,647CommonSOLE
526107107LIILENNOX INTERNATIONAL INC$6190.06%1,276CommonSOLE
29452E101EQHAxa Equitable Holdings Inc$6160.06%12,934CommonSOLE
233051879ASHRXtrackers Harvest CSI 300 China A-Shares$6120.06%18,639CommonSOLE
902252105TYLTyler Technologies Inc$6110.06%1,348CommonSOLE
464288224ICLNiShares S&P Global Clean Energy Index Fd$6110.06%37,243CommonSOLE
941848103WATWaters Corp$6060.06%1,597CommonSOLE
82452J109FOURShift4 Payments Inc$6050.06%9,621CommonSOLE
049468101TEAMAtlassian Corporation PLC$6030.06%3,725CommonSOLE
464287192IYTiShares US Transportation ETF$6020.06%8,086CommonSOLE
053774105CARAvis Budget Group Inc$6000.06%4,681CommonSOLE
74144T108TROWT. ROWE PRICE GROUP INC$5990.06%5,857CommonSOLE
339750101FNDFloor & Decor Holdings Inc$5900.06%9,694CommonSOLE
681919106OMCOmnicom Group Inc$5770.06%7,146CommonSOLE
29444U700EQIXEQUINIX INC$5770.06%754CommonSOLE
609839105MPWRMonolithic Power Systems Inc$5680.06%627CommonSOLE
25278X109FANGDiamondback Energy Inc$5640.05%3,754CommonSOLE
30161Q104EXELEXELIXIS INC$5610.05%12,804CommonSOLE
94106B101WCNWaste Connections Inc$5560.05%3,173CommonSOLE
536797103LADLITHIA MOTORS INC$5540.05%1,670CommonSOLE
681116109OLLIOllie's Bargain Outlet Holdings Inc$5350.05%4,881CommonSOLE
62914V106NIONio Inc$5300.05%104,004CommonSOLE
942622200WSOWatsco Inc Cl A$5190.05%1,543CommonSOLE
871829107SYYSysco Corp$5190.05%7,044CommonSOLE
874054109TTWOTake-Two Interactive Software Inc$5170.05%2,020CommonSOLE
78463X509SPEMSPDR Port Emerging Markets ETF$4940.05%10,566CommonSOLE
23331A109DHID.R. HORTON INC$4860.05%3,380CommonSOLE
343412102FLRFLUOR CORP$4860.05%12,277CommonSOLE
G0250X149AMCRAmcor PLC$4850.05%58,162CommonSOLE
682680103OKEONEOK Inc$4840.05%6,592CommonSOLE
758750103RRXRegal Rexnord Corp$4840.05%3,453CommonSOLE
G3265R107APTVAptiv Holdings Ltd.$4800.05%6,315CommonSOLE
88262P102TPLTX Pacific Land Trust$4790.05%1,668CommonSOLE
N82405106STLAStellantis NV$4750.05%43,694CommonSOLE
15135U109CVECenovus Energy Inc$4700.05%27,819CommonSOLE
237266101DARDarling Ingredients Inc$4680.05%13,008CommonSOLE
05464T104AXSMAxsome Therapeutics Inc$4600.04%2,524CommonSOLE
368736104GNRCGenerac Holdlings Inc$4580.04%3,363CommonSOLE
15101Q207CLSCelestica Inc$4540.04%1,537CommonSOLE
92686J106VKTXViking Therapeutics Inc$4510.04%12,842CommonSOLE
011659109ALKALASKA AIR GROUP INC$4480.04%8,923CommonSOLE
31620M106FISFidelity National Information Services$4440.04%6,685CommonSOLE
49338L103KEYSKeysight Technologies Inc$4430.04%2,183CommonSOLE
07831C103BRBRBellring Brands Inc$4410.04%16,528CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQUITIES INC$4320.04%8,840CommonSOLE
00402L107ASOAcademy Sports & Outdoors Inc$4260.04%8,543CommonSOLE
H5919C104ONONOn Holding AG$4120.04%8,870CommonSOLE
74767V109QSQuantumscape Corp$4060.04%38,983CommonSOLE
857477103STTState Street Corp$4050.04%3,140CommonSOLE
291011104EMREmerson Electric Co$3990.04%3,008CommonSOLE
87612E106TGTTARGET CORP$3910.04%4,003CommonSOLE
714046109RVTYRevvity Inc$3880.04%4,014CommonSOLE
550241103LUMNLumen Technologies Inc$3840.04%49,509CommonSOLE
032095101APHAMPHENOL CORP$3810.04%2,823CommonSOLE
92243G108PCVXVaxcyte Inc$3790.04%8,222CommonSOLE
462260100IOVAIovance Biotherapeutics Inc$3780.04%138,583CommonSOLE
H11356104BGBunge Glbl$3660.04%4,113CommonSOLE
15643U104LEUCentrus Energy Corp$3570.03%1,472CommonSOLE
04271T100ARRYArray Technologies Inc$3570.03%38,779CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$3550.03%4,165CommonSOLE
G85158106STNEStoneCo Ltd$3470.03%23,485CommonSOLE
00827B106AFRMAffirm Holdings Inc$3450.03%4,647CommonSOLE
070830104BBWIBath & Body Works Inc$3450.03%17,195CommonSOLE
V5633W109MMYTMakeMyTrip Ltd$3280.03%4,003CommonSOLE
126408103CSXCSX Corp$3260.03%8,995CommonSOLE
893641100TDGTransdigm Group Inc$3230.03%243CommonSOLE
03990B101ARESAres Management LP$3230.03%2,003CommonSOLE
260003108DOVDOVER CORP$3160.03%1,623CommonSOLE
74967X103RHRH Common Stock$3040.03%1,697CommonSOLE
607828100MODMODINE MANUFACTURING CO$3020.03%2,266CommonSOLE
253868103DLRDIGITAL RLTY TR INC COM$2890.03%1,874CommonSOLE
25746U109DDominion Energy Inc$2880.03%4,925CommonSOLE
194162103CLColgate-Palmolive Co$2860.03%3,620CommonSOLE
09062X103BIIBBiogen Inc$2840.03%1,614CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE INC$2750.03%1,760CommonSOLE
33829M101FIVEFive Below Inc$2690.03%1,432CommonSOLE
902494103TSNTYSON FOODS INC$2650.03%4,524CommonSOLE
62944T105NVRNVR Inc$2620.03%36CommonSOLE
50077B207KTOSKratos Defense & Security Solutions Inc$2590.03%3,413CommonSOLE
406216101HALHalliburton Co$2540.02%9,013CommonSOLE
G54950103LINLinde PLC$2520.02%592CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$2520.02%2,436CommonSOLE
G66721104NCLHNorwegian Cruise Line Holdings Ltd$2370.02%10,661CommonSOLE
G6700G107NVTNvent Electric$2230.02%2,191CommonSOLE
574599106MASMASCO CORP$2230.02%3,528CommonSOLE
03753U106APLSUSDApellis Pharmaceuticals Inc$2160.02%8,611CommonSOLE
88080T104WULFTerawulf Inc$2120.02%18,516CommonSOLE
150870103CECelanese Corp$2100.02%4,972CommonSOLE
592688105MTDMETTLER-TOLEDO INTERNATIONAL INC$2070.02%149CommonSOLE
878742204TECKTeck Resources Ltd$2050.02%4,282CommonSOLE
916896103UECUranium Energy Corp$1630.02%14,012CommonSOLE

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.