MondegarAI
Ancora Advisors LLC

Q4 2024 · 13F-HR

Ancora Advisors LLCholdings as filed

Filed 2025-02-14 · accession 0001446114-25-000009

$4.48B
Reported value
1,884
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 1884

CUSIPTickerIssuerValue% port.SharesClassVoting
655844108NSCNORFOLK SOUTHN CORP$236.5M5.28%1,007,759CommonSOLE
037833100AAPLAPPLE INC$145.9M3.25%582,640CommonSOLE
11135f101BROADCOM LTD SHS$141.1M3.15%608,626CommonSOLE
922908363VOOVANGUARD INDEX FDS$137.6M3.07%255,375CommonSOLE
08579w103BERRY PLASTICS GROUP$117.6M2.62%1,818,205CommonSOLE
501889208LKQLKQ CORP$102.8M2.29%2,796,503CommonSOLE
594918104MSFTMICROSOFT CORP$102.0M2.28%242,057CommonSOLE
464287150ITOTISHARES TR$83.2M1.86%646,790CommonSOLE
46641q837JP MORGAN ULTRA SHORT INCOME E$81.6M1.82%1,620,944CommonSOLE
74935q107RB GLOBAL INC$81.5M1.82%903,385CommonSOLE
46625h100JP MORGAN CHASE & CO$73.9M1.65%308,196CommonSOLE
023135106AMZNAMAZON COM INC$68.5M1.53%312,336CommonSOLE
g29183103EATON CORP PLC$64.9M1.45%195,637CommonSOLE
00287y109ABBVIE INC$62.3M1.39%350,638CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$58.1M1.30%114,909CommonSOLE
464287200IVVISHARES TR$49.4M1.10%83,893CommonSOLE
441593100HLIHOULIHAN LOKEY INC$49.3M1.10%283,771CommonSOLE
438516106HONHONEYWELL INTL INC$47.1M1.05%208,469CommonSOLE
437076102HDHOME DEPOT INC$46.8M1.05%120,427CommonSOLE
26875p101EOG RES INC COM$46.2M1.03%377,023CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$45.6M1.02%100,691CommonSOLE
393222104GPREGREEN PLAINS INC$41.1M0.92%4,336,575CommonSOLE
30303m102META PLATFORMS INC CLASS A COM$39.3M0.88%67,066CommonSOLE
478160104JNJJOHNSON & JOHNSON$37.7M0.84%260,699CommonSOLE
369550108GDGENERAL DYNAMICS CORP$36.9M0.82%139,932CommonSOLE
742718109PGPROCTER AND GAMBLE CO$36.9M0.82%219,867CommonSOLE
g1151c101ACCENTURE PLC$36.5M0.81%103,732CommonSOLE
166764100CVXCHEVRON CORP NEW$36.1M0.80%249,053CommonSOLE
060505104BACBANK AMERICA CORP$35.3M0.79%802,812CommonSOLE
413160102HLITHARMONIC INC$35.0M0.78%2,644,937CommonSOLE
921937827BSVVANGUARD BD INDEX FDS$31.7M0.71%410,429CommonSOLE
65345n106NEXTNAV INC COMMON STOCK$31.4M0.70%2,016,250CommonSOLE
02079K107GOOGALPHABET INC$31.3M0.70%164,233CommonSOLE
580135101MCDMCDONALDS CORP$31.1M0.69%107,264CommonSOLE
349853101FWRDUSDFORWARD AIR CORP$30.8M0.69%954,890CommonSOLE
55939a107MAGNERA$30.0M0.67%1,653,680CommonSOLE
571903202MARMARRIOTT INTL INC NEW$27.3M0.61%97,758CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$24.3M0.54%132,674CommonSOLE
67066g104NVIDIA CORP COM$23.7M0.53%176,482CommonSOLE
92189f643VANECK VECTORS MORNINGSTAR WID$22.6M0.51%244,248CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$22.1M0.49%784,379CommonSOLE
487836108KKELLANOVA$21.7M0.48%268,273CommonSOLE
98311a105WYNDHAM HOTELS & RESORTS INC$21.2M0.47%209,976CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$19.8M0.44%854,814CommonSOLE
g54950103LINDE PLC$18.5M0.41%44,183CommonSOLE
46138g649INVESCO NASDAQ 100 ETF$18.2M0.41%86,630CommonSOLE
50155q100KYNDRYL HLDGS INC COM$17.7M0.39%510,511CommonSOLE
224441105CXTCRANE NXT CO$17.7M0.39%303,276CommonSOLE
02079K305GOOGLALPHABET INC$17.4M0.39%92,178CommonSOLE
g25508105CRH PLC$17.3M0.39%187,422CommonSOLE
922475108VEEVVEEVA SYS INC$17.2M0.38%81,920CommonSOLE
49177j102KENVUE INC COM$16.8M0.37%786,070CommonSOLE
82889n657SIM ST TREAS FUT STRAT ETF$16.7M0.37%786,290CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$16.6M0.37%18,152CommonSOLE
747525103QCOMQUALCOMM INC$16.4M0.37%106,744CommonSOLE
912909108USX1UNITED STATES STL CORP NEW$16.4M0.36%481,250CommonSOLE
46429B747STIPISHARES TR$16.1M0.36%160,136CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$16.0M0.36%30,367CommonSOLE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$14.5M0.32%212,442CommonSOLE
46138g664INVESCO S&P SMALLCAP 600 REVEN$14.4M0.32%315,442CommonSOLE
04956d107ATMUS FILTRATION TECHNOLOGIE$14.2M0.32%362,485CommonSOLE
464287804IJRISHARES TR$14.1M0.32%122,745CommonSOLE
860630102SFSTIFEL FINL CORP$14.0M0.31%132,078CommonSOLE
922908652VXFVANGUARD INDEX FDS$14.0M0.31%73,610CommonSOLE
75513E101RTXRTX CORPORATION$14.0M0.31%120,730CommonSOLE
464287507IJHISHARES TR$13.7M0.31%219,740CommonSOLE
44891n208IAC INTERACTIVECORP NEW COM NE$13.6M0.30%315,422CommonSOLE
44267t102HOWARD HUGHES CORP$13.5M0.30%176,120CommonSOLE
03990b101ARES MANAGEMENT CORP$13.5M0.30%76,297CommonSOLE
552690109MDUMDU RES GROUP INC$13.4M0.30%745,995CommonSOLE
902681105UGIUGI CORP NEW$13.4M0.30%475,430CommonSOLE
03852u106ARAMARK HLDGS CORP COM$13.2M0.30%354,890CommonSOLE
464287101OEFISHARES TR$13.2M0.30%45,821CommonSOLE
737630103PCHPOTLATCHDELTIC CORPORATION$13.1M0.29%333,639CommonSOLE
92826C839VVISA INC$12.7M0.28%40,264CommonSOLE
635309206NCMINATIONAL CINEMEDIA INC$12.7M0.28%1,908,221CommonSOLE
46432f842ISHARES TR CORE MSCI EAFE$12.4M0.28%176,685CommonSOLE
922908611VBRVANGUARD INDEX FDS$12.4M0.28%62,558CommonSOLE
812215200SEGSEAPORT ENTMT GROUP INC$12.1M0.27%432,689CommonSOLE
931142103WMTWALMART INC$11.8M0.26%131,077CommonSOLE
09260d107BLACKSTONE GROUP INC$11.8M0.26%68,431CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$11.7M0.26%59,652CommonSOLE
46434v613ISHARES TR CORE TOTAL USD BD M$11.6M0.26%257,345CommonSOLE
g6564a105NOMAD FOODS LTD$11.6M0.26%692,004CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$11.5M0.26%19,665CommonSOLE
039653100ACAARCOSA INC$11.3M0.25%117,170CommonSOLE
09857l108BOOKING HOLDINGS INC$11.3M0.25%2,278CommonSOLE
09290c103BLACKROCK US EQUITY FACTOR ROT$11.3M0.25%220,331CommonSOLE
57638p104MASTERBRAND INC COM$11.2M0.25%769,443CommonSOLE
224408104CRCRANE COMPANY$11.2M0.25%73,757CommonSOLE
668074305NWENORTHWESTERN ENERGY GROUP IN$11.1M0.25%208,090CommonSOLE
300426103ECGEVERUS CONSTR GROUP$11.1M0.25%169,168CommonSOLE
922908629VOVANGUARD INDEX FDS$11.0M0.25%41,779CommonSOLE
47103u845JANUS HENDERSON AAA CLO ETF$10.9M0.24%215,791CommonSOLE
922908553VNQVANGUARD INDEX FDS$10.9M0.24%122,373CommonSOLE
30190a104F&G ANNUITIES & LIFE INC$10.2M0.23%247,287CommonSOLE
713448108PEPPEPSICO INC$10.1M0.23%66,480CommonSOLE
46434g764ISHARES MSCI EMERGING MARKETS$10.0M0.22%181,087CommonSOLE
741623102PRMBPRIMO BRANDS CORPORATION$9.9M0.22%321,469CommonSOLE
286181201ELEEFELEMENT FLEET MANAGEMENT CORP$9.6M0.21%476,726CommonSOLE
031162100AMGNAMGEN INC$9.6M0.21%36,881CommonSOLE
92840m102VISTRA ENERGY CORP COM$9.4M0.21%68,376CommonSOLE
928881101VNTVONTIER CORPORATION$9.4M0.21%257,245CommonSOLE
464287614IWFISHARES TR$9.3M0.21%23,133CommonSOLE
500767652KMLMKRANESHARES TRUST$9.2M0.21%328,578CommonSOLE
23345m107DT MIDSTREAM$9.1M0.20%91,705CommonSOLE
754907103RYNRAYONIER INC$9.1M0.20%347,630CommonSOLE
651718504NPKINPK INTERNATIONAL INC$9.0M0.20%1,175,015CommonSOLE
464287457SHYISHARES TR$9.0M0.20%109,932CommonSOLE
693718108PCARPACCAR INC$8.8M0.20%84,726CommonSOLE
46090e103INVESCO QQQ TRUST$8.7M0.19%17,098CommonSOLE
893641100TDGTRANSDIGM GROUP INC$8.6M0.19%6,824CommonSOLE
194014502ENOVENOVIS CORPORATION$8.6M0.19%195,631CommonSOLE
009158106APDAIR PRODS & CHEMS INC$8.5M0.19%29,406CommonSOLE
922908769VTIVANGUARD INDEX FDS$8.5M0.19%29,168CommonSOLE
46429B697USMVISHARES TR$8.4M0.19%94,460CommonSOLE
30231G102XOMEXXON MOBIL CORP$8.4M0.19%77,778CommonSOLE
025072877AVUVAMERICAN CENTY ETF TR$8.4M0.19%86,570CommonSOLE
17275r102CISCO SYS INC$8.1M0.18%137,519CommonSOLE
35905a109FRONTDOOR INC$8.0M0.18%146,365CommonSOLE
464285204IAUISHARES GOLD TR$8.0M0.18%161,093CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$7.7M0.17%36,502CommonSOLE
760759100RSGREPUBLIC SVCS INC$7.7M0.17%38,127CommonSOLE
464287309IVWISHARES TR$7.6M0.17%75,193CommonSOLE
922908751VBVANGUARD INDEX FDS$7.6M0.17%31,428CommonSOLE
00187Y100APGAPI GROUP CORP$7.4M0.16%204,382CommonSOLE
701094104PHPARKER-HANNIFIN CORP$7.2M0.16%11,392CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$6.9M0.15%89,752CommonSOLE
46982l108JACOBS ENGINEERING GROUP INC$6.9M0.15%51,465CommonSOLE
09290d101BLACKROCK$6.9M0.15%6,688CommonSOLE
907818108UNPUNION PAC CORP$6.8M0.15%29,740CommonSOLE
922908744VTVVANGUARD INDEX FDS$6.7M0.15%39,741CommonSOLE
46137v357INVESCO S&P 500 EQUAL WEIGHT E$6.7M0.15%38,139CommonSOLE
978097103WWWWOLVERINE WORLD WIDE INC$6.6M0.15%296,610CommonSOLE
22948q101CTO REALTY GROWTH INC COM$6.5M0.14%328,472CommonSOLE
N07059210ASMLASML HOLDING N V$6.5M0.14%9,337CommonSOLE
002824100ABTABBOTT LABS$6.4M0.14%56,819CommonSOLE
58155Q103MCKMCKESSON CORP$6.4M0.14%11,243CommonSOLE
313148306AGMFEDERAL AGRIC MTG CORP$6.3M0.14%32,012CommonSOLE
46817m107JACKSON FINL INC CL A$6.2M0.14%70,830CommonSOLE
641069406NSRGYNESTLE S A SPONSORED ADR$6.1M0.14%74,685CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$6.1M0.14%39,124CommonSOLE
88579y1013M CO$6.1M0.14%47,073CommonSOLE
46432f834ISHARES TR CORE MSCI TOTAL INT$6.1M0.14%91,704CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$6.1M0.14%126,803CommonSOLE
464287955ISHARES TR$6.0M0.13%5,400CommonSOLE
65339F101NEENEXTERA ENERGY INC$6.0M0.13%83,343CommonSOLE
254687106DISDISNEY WALT CO$5.9M0.13%53,309CommonSOLE
92242t101V2X INC$5.9M0.13%123,199CommonSOLE
68389X105ORCLORACLE CORP$5.8M0.13%34,944CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$5.8M0.13%11,241CommonSOLE
464288588MBBISHARES TR$5.7M0.13%62,426CommonSOLE
97717x669WISDOMTREE TR US DIVID GROWTH$5.7M0.13%70,390CommonSOLE
69608a108PALANTIR TECHNOLOGIES INC$5.7M0.13%75,069CommonSOLE
46138g698INVESCO S&P 500 REVENUE ETF$5.6M0.12%56,976CommonSOLE
56035x108MAIN STREET FINANCIAL$5.5M0.12%381,045CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$5.4M0.12%123,705CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$5.4M0.12%16,026CommonSOLE
01626w101ALIGHT INC COM CL A$5.4M0.12%777,013CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$5.4M0.12%62,612CommonSOLE
464288885EFGISHARES TR$5.4M0.12%55,270CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$5.3M0.12%169,235CommonSOLE
29082k105EMBECTA CORP$5.2M0.12%254,156CommonSOLE
70805E109PNTGPENNANT GROUP INC$5.2M0.12%195,474CommonSOLE
98978v103ZOETIS INC$5.2M0.12%31,783CommonSOLE
047726302BATRKATLANTA BRAVES HLDGS INC$5.1M0.11%133,650CommonSOLE
68628v308ORION MARINE GROUP INC$4.9M0.11%674,554CommonSOLE
42330p107HELIX ENERGY SOLU GRP COM$4.9M0.11%527,113CommonSOLE
85207H104PHYSSPROTT PHYSICAL GOLD TR$4.9M0.11%241,019CommonSOLE
92189f437VANECK VECTORS FALLEN ANGEL HI$4.9M0.11%169,294CommonSOLE
71367g102PERELLA WEINBERG PARTNERS$4.9M0.11%203,446CommonSOLE
578605107MECMAYVILLE ENGR CO INC$4.8M0.11%307,789CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$4.8M0.11%40,879CommonSOLE
464288877EFVISHARES TR$4.8M0.11%90,618CommonSOLE
320557101INBKFIRST INTERNET BANCORP$4.7M0.10%130,767CommonSOLE
548661107LOWLOWES COS INC$4.7M0.10%18,894CommonSOLE
25434v203DFA DIMENSIONAL INTL CORE EQ M$4.6M0.10%159,185CommonSOLE
464287226AGGISHARES TR$4.6M0.10%47,471CommonSOLE
654106103NKENIKE INC$4.5M0.10%59,893CommonSOLE
464287721IYWISHARES TR$4.5M0.10%28,331CommonSOLE
149568107CVCOCAVCO INDS INC DEL$4.5M0.10%10,070CommonSOLE
73754y100POTBELLY CORP$4.5M0.10%474,653CommonSOLE
717081103PFEPFIZER INC$4.5M0.10%168,234CommonSOLE
92852x103VITESSE ENERGY INC$4.5M0.10%178,087CommonSOLE
25434v815DFA DIMENSIONAL US SMALL CAP V$4.4M0.10%142,738CommonSOLE
29261a100ENCOMPASS HEALTH CORP COM$4.4M0.10%47,530CommonSOLE
743315103PGRPROGRESSIVE CORP$4.4M0.10%18,238CommonSOLE
20030N101CMCSACOMCAST CORP NEW$4.4M0.10%116,056CommonSOLE
366651107ITGARTNER INC$4.2M0.09%8,727CommonSOLE
718546104PSXPHILLIPS 66$4.1M0.09%36,388CommonSOLE
47103u852JANUS HENDERSON MORTGAGE-BACKE$4.1M0.09%93,659CommonSOLE
g6964l206PAYSAFE LTD$4.1M0.09%240,456CommonSOLE
872540109TJXTJX COS INC NEW$4.0M0.09%33,217CommonSOLE
71880k101PHINIA INC COMMON STOCK$3.9M0.09%80,450CommonSOLE
92552r406VIAD CORP COM NEW$3.8M0.09%90,039CommonSOLE
511795106LAKELAKELAND INDS INC$3.8M0.09%149,493CommonSOLE
374689107ROCKGIBRALTAR INDS INC$3.7M0.08%62,967CommonSOLE
14020y508CAPITAL GROUP CORE BOND ETF$3.7M0.08%142,627CommonSOLE
253651202DBDDIEBOLD NIXDORF INC$3.7M0.08%85,240CommonSOLE
038222105AMATAPPLIED MATLS INC$3.6M0.08%22,391CommonSOLE
45688c107INGEVITY CORP COM$3.6M0.08%88,230CommonSOLE
894164102TNLTRAVEL PLUS LEISURE CO$3.6M0.08%70,626CommonSOLE
316092808FTECFIDELITY COVINGTON TRUST$3.5M0.08%19,089CommonSOLE
427866108HSYHERSHEY CO$3.5M0.08%20,812CommonSOLE
73931j109POWERFLEET INC$3.5M0.08%528,304CommonSOLE
09259k401BLACKSTONE REAL ESTATE INCOME$3.5M0.08%250,365CommonSOLE
78463V107GLDSPDR GOLD TR$3.4M0.08%14,158CommonSOLE
g5960l103MEDTRONIC PLC SHS$3.4M0.08%42,907CommonSOLE
25434v872DFA DIMENSIONAL CORE FIXED INC$3.4M0.08%82,536CommonSOLE
74955l103RGC RES INC$3.4M0.07%167,266CommonSOLE
92203j407VANGUARD TOTAL INTL BOND ETF$3.4M0.07%68,360CommonSOLE
73757r102POSTAL REALTY TRUST$3.4M0.07%256,719CommonSOLE
92189h748VANECK CLO ETF$3.3M0.07%63,373CommonSOLE
832696405SJMSMUCKER J M CO$3.3M0.07%29,651CommonSOLE
155923105CTRICENTURI HOLDINGS INC$3.3M0.07%169,020CommonSOLE
882508104TXNTEXAS INSTRS INC$3.3M0.07%17,335CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$3.2M0.07%173,448CommonSOLE
78464a664SPDR PORTFOLIO LONG TERM TREAS$3.1M0.07%119,708CommonSOLE
g4388n106HELEN OF TROY LT$3.1M0.07%52,399CommonSOLE
88337f105ODP CORP$3.1M0.07%134,130CommonSOLE
828359109SAMGSILVERCREST ASSET MGMT GROUP$3.0M0.07%162,905CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$3.0M0.07%37,878CommonSOLE
464287598IWDISHARES TR$2.9M0.07%15,933CommonSOLE
75903q201REGIONAL BRANDS INC COM NEW$2.9M0.07%585,528CommonSOLE
25434v104DFA DIMENSIONAL US CORE EQUITY$2.9M0.07%72,011CommonSOLE
29250n105ENBRIDGE INC CO$2.9M0.06%68,657CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$2.9M0.06%6,277CommonSOLE
46434V803HEFAISHARES TR$2.9M0.06%82,708CommonSOLE
00724f101ADOBE SYS INC COM$2.9M0.06%6,442CommonSOLE
224633206CRD/ACRAWFORD & CO$2.9M0.06%247,521CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$2.8M0.06%10,027CommonSOLE
75704l104RED VIOLET INC$2.8M0.06%77,357CommonSOLE
58933Y105MRKMERCK & CO INC$2.8M0.06%28,101CommonSOLE
92214X106VREXVAREX IMAGING CORP$2.8M0.06%190,460CommonSOLE
85208r101SPROTT PHYSICAL GOLD AND SILVE$2.7M0.06%114,910CommonSOLE
357023100RAILFREIGHTCAR AMER INC$2.7M0.06%302,620CommonSOLE
88160r101TESLA MTRS INC COM$2.7M0.06%6,660CommonSOLE
698813102PZZAPAPA JOHNS INTL INC$2.7M0.06%64,920CommonSOLE
383082104GRCGORMAN RUPP CO$2.7M0.06%70,260CommonSOLE
922908736VUGVANGUARD INDEX FDS$2.6M0.06%6,446CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$2.6M0.06%5,638CommonSOLE
11271j107BROOKFIELD CORP$2.6M0.06%45,759CommonSOLE
127097103CTRACOTERRA ENERGY INC$2.6M0.06%102,609CommonSOLE
554335208MACE SEC INTL$2.6M0.06%4,787,881CommonSOLE
24869p104DENNYS CORP COM$2.6M0.06%422,933CommonSOLE
855244109SBUXSTARBUCKS CORP$2.6M0.06%27,991CommonSOLE
20825c104CONOCOPHILLIPS$2.5M0.06%25,372CommonSOLE
92343v104VERIZON COMMUNICATIONS INC$2.5M0.05%61,358CommonSOLE
600544100MLKNMILLERKNOLL INC$2.4M0.05%108,421CommonSOLE
46005l101INTERNATIONAL MONEY EXPRESS IN$2.4M0.05%117,509CommonSOLE
00791n102ADVANTAGE SOLUTIONS INC COM CL$2.4M0.05%829,872CommonSOLE
02875d109AMERICAN OUTDOOR BRANDS INC$2.4M0.05%158,398CommonSOLE
808524839SCHZSCHWAB STRATEGIC TR$2.4M0.05%105,821CommonSOLE
46284v101IRON MTN INC NEW COM$2.4M0.05%22,740CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$2.4M0.05%8,058CommonSOLE
440452100HRLHORMEL FOODS CORP$2.3M0.05%74,307CommonSOLE
46641q332JPMORGAN EQUITY PREMIUM INCOME$2.3M0.05%40,081CommonSOLE
84790a105SPECTRUM BRANDS HLDGS INC COM$2.3M0.05%27,200CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$2.2M0.05%30,332CommonSOLE
74499l783PROVIDER REAL ESTATE FUND I LP$2.2M0.05%2,244,645CommonSOLE
032037103APAMPCO-PITTSBURG CORP$2.2M0.05%1,068,531CommonSOLE
80013R206AYS1SANDSTORM GOLD LTD$2.2M0.05%399,540CommonSOLE
g7S00t104PENTAIR LTD SHS$2.2M0.05%22,138CommonSOLE
13765n107CANNAE HOLDINGS INC$2.2M0.05%111,664CommonSOLE
191216100KOCOCA COLA CO$2.2M0.05%35,454CommonSOLE
26484t106DUN & BRADSTREET HLDGS INC COM$2.2M0.05%176,450CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$2.2M0.05%7,674CommonSOLE
464288646IGSBISHARES TR$2.2M0.05%42,016CommonSOLE
g0403h108AON PLC$2.2M0.05%6,020CommonSOLE
749360400RCMTRCM TECHNOLOGIES INC$2.2M0.05%97,497CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$2.2M0.05%9,261CommonSOLE
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276317104EMLEASTERN CO$1.8M0.04%69,047CommonSOLE
652526203NEWTNEWTEKONE INC$1.8M0.04%141,303CommonSOLE
863667101SYKSTRYKER CORPORATION$1.8M0.04%4,958CommonSOLE
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910710102ACICAMERICAN COASTAL INS CORP$1.8M0.04%132,030CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$1.8M0.04%9,214CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$1.8M0.04%15,857CommonSOLE
532457108LLYELI LILLY & CO$1.7M0.04%2,258CommonSOLE
46641q654J P MORGAN EXCH/ULTRA SHORT MU$1.7M0.04%34,358CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.7M0.04%30,655CommonSOLE
075887109BDXBECTON DICKINSON & CO$1.7M0.04%7,579CommonSOLE
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921946406VYMVANGUARD WHITEHALL FDS$1.7M0.04%13,240CommonSOLE
72201R304LTPZPIMCO ETF TR$1.7M0.04%32,300CommonSOLE
019330109ALNTALLIENT INC$1.7M0.04%68,112CommonSOLE
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25243Q205DEODIAGEO PLC$1.6M0.04%12,867CommonSOLE
33733E815FTIFFIRST TR EXCHANGE-TRADED FD$1.6M0.04%9,829CommonSOLE
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235851102DHRDANAHER CORPORATION$1.6M0.04%7,020CommonSOLE
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020002101ALLALLSTATE CORP$1.6M0.04%8,347CommonSOLE
381430503GSLCGOLDMAN SACHS ETF TR$1.6M0.04%13,969CommonSOLE
98888t107ZIMVIE INC$1.6M0.03%112,160CommonSOLE
31428X106FDXFEDEX CORP$1.6M0.03%5,521CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$1.5M0.03%55,553CommonSOLE
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702925108PSYTFPASON SYSTEMS INC$1.5M0.03%159,515CommonSOLE
433323102HIFSHINGHAM INSTN SVGS MASS$1.5M0.03%5,928CommonSOLE
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252784301DRHDIAMONDROCK HOSPITALITY CO$1.5M0.03%164,150CommonSOLE
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763165107RELLRICHARDSON ELECTRS LTD$1.4M0.03%102,965CommonSOLE
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806857108SLBSCHLUMBERGER LTD$1.4M0.03%36,939CommonSOLE
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56585a102MARATHON PETROLEUM CORP$1.4M0.03%10,137CommonSOLE
87612E106TGTTARGET CORP$1.4M0.03%10,369CommonSOLE
361570104GDLGDL FD$1.4M0.03%174,626CommonSOLE
464287655IWMISHARES TR$1.4M0.03%6,306CommonSOLE
g3934v109GENIUS SPORTS LTD COM NPV$1.4M0.03%161,000CommonSOLE
53700t827IMGP DBI MANAGED FUTURES STRAT$1.4M0.03%53,232CommonSOLE
78464A763SDYSPDR SER TR$1.4M0.03%10,515CommonSOLE
217519107CPPTLCOPPER PROPERTY CTL PASS THR$1.4M0.03%112,760CommonNONE
447324104HURCHURCO CO$1.3M0.03%69,798CommonSOLE
67079u306NUTEX HEALTH INC COM$1.3M0.03%42,084CommonSOLE
38141g104GOLDMAN SACHS GROUP INC$1.3M0.03%2,328CommonSOLE
006212104ADXADAMS DIVERSIFIED EQUITY FD$1.3M0.03%65,540CommonSOLE
126408103CSXCSX CORP$1.3M0.03%40,564CommonSOLE
46137v464INVESCO S&P MIDCAP MOMENTUM ET$1.3M0.03%10,561CommonSOLE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$1.3M0.03%23,782CommonSOLE
861896108SNEXSTONEX GROUP INC$1.3M0.03%13,145CommonSOLE
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570535104MKLMARKEL GROUP INC$1.3M0.03%731CommonSOLE
78462f953SPY SEP 19 2025 $550 PUT$1.3M0.03%1,025CommonSOLE
520776105DSGRDISTRIBUTION SOLUTIONS GRP I$1.2M0.03%36,313CommonSOLE
500767736IVOLKRANESHARES TRUST$1.2M0.03%70,000CommonSOLE
949746101WMT2WELLS FARGO CO NEW$1.2M0.03%17,599CommonSOLE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$1.2M0.03%14,832CommonSOLE
493267108KEYKEYCORP$1.2M0.03%70,417CommonSOLE
003260106PPLTABRDN PLATINUM ETF TRUST$1.2M0.03%14,210CommonSOLE
47233w109JEFFERIES GROUP INC NEW COM$1.2M0.03%14,775CommonSOLE
921910873MGCVANGUARD WORLD FD$1.1M0.03%5,404CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$1.1M0.03%12,351CommonSOLE
53222k205LIFEVANTAGE CORP$1.1M0.03%64,930CommonSOLE
909218406UNTCUNIT CORP$1.1M0.03%37,257CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$1.1M0.03%69,106CommonSOLE
y2685t131GENCO SHIPPING AND TRADING LIM$1.1M0.02%79,620CommonSOLE
695156109PKGPACKAGING CORP AMER$1.1M0.02%4,915CommonSOLE
46436e502ISHARES US TECH BREAKTHROUGH M$1.1M0.02%20,722CommonSOLE
831754106SWBISMITH & WESSON BRANDS INC$1.1M0.02%108,943CommonSOLE
655663102NDSNNORDSON CORP$1.1M0.02%5,243CommonSOLE
46432f339ISHARES EDGE MSCI USA QUALITY$1.1M0.02%6,151CommonSOLE
65345n114NEXTNAV INC WTS EXP 10/28/2026$1.1M0.02%190,000CommonNONE
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00810f106AERSALE CORPORATION COM$1.1M0.02%172,511CommonSOLE
86614g101SUMMIT MIDSTREAM CORPORATION C$1.1M0.02%28,567CommonSOLE
47973j102JOINT CORP COM$1.1M0.02%101,508CommonSOLE
46120e602INTUITIVE SURGICAL INC COM NEW$1.1M0.02%2,061CommonSOLE
149123101CATCATERPILLAR INC$1.1M0.02%2,962CommonSOLE
464287408IVEISHARES TR$1.1M0.02%5,607CommonSOLE
02083x103ALPINE INCOME PROPERTY TRUST$1.1M0.02%63,518CommonSOLE
22788c105CROWDSTRIKE HOLDINGS INC$1.1M0.02%3,114CommonSOLE
404609109HCKTHACKETT GROUP INC$1.1M0.02%34,494CommonSOLE
084423102WRBBERKLEY W R CORP$1.1M0.02%18,095CommonSOLE
69374h881PACER US CASH COWS 100 ETF$1.1M0.02%18,746CommonSOLE
33734K109FEXFIRST TR LRGE CP CORE ALPHA$1.1M0.02%10,117CommonSOLE
22052l104CORTEVA$1.0M0.02%18,417CommonSOLE
829933100SIRISIRIUSXM HOLDINGS INC$1.0M0.02%45,745CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$1.0M0.02%2,144CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$1.0M0.02%18,140CommonSOLE
04010l103ARES CAP CORP COM$1.0M0.02%47,375CommonSOLE
624580106MOVMOVADO GROUP INC$1.0M0.02%52,197CommonSOLE
886029206THRYTHRYV HLDGS INC$1.0M0.02%68,596CommonSOLE
81762p102SERVICENOW INC COM$1.0M0.02%954CommonSOLE
639027101NATRNATURES SUNSHINE PRODS INC$1.0M0.02%68,680CommonSOLE
01626p148ALIMENTATION COUCHE-TARD INC$1.0M0.02%18,157CommonSOLE
023586506UHAL/BU HAUL HOLDING COMPANY$1.0M0.02%15,712CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$1.0M0.02%8,298CommonSOLE
03937c105ARCBEST CORP COM$993,0180.02%10,641CommonSOLE
316188309FBNDFIDELITY MERRIMACK STR TR$992,3900.02%22,117CommonSOLE
05601c105BGSF INC$990,5380.02%189,034CommonSOLE
95040q104WELLTOWER INC REIT$989,7140.02%7,853CommonSOLE
31620m106FIDELITY NATL INFO SVC COM$985,3940.02%12,200CommonSOLE
46138e354INVESCO S&P 500 LOW VOLATILITY$982,7660.02%14,040CommonSOLE
61945C103MOSMOSAIC CO NEW$980,8890.02%39,906CommonSOLE
92919f103VOX RTY CORP$980,6610.02%419,086CommonSOLE
13321l108CAMECO$976,4100.02%19,000CommonSOLE
368736104GNRCGENERAC HLDGS INC$974,4890.02%6,285CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$967,1850.02%16,040CommonSOLE
343389409FTKFLOTEK INDS INC DEL$960,6240.02%100,800CommonSOLE
307795104FMCBFARMERS & MERCHANTS BANCORP LO$959,3000.02%905CommonSOLE
46137v613INVESCO FTSE RAFI US 1000 ETF$955,2510.02%23,680CommonSOLE
285409108ELMDELECTROMED INC$954,7600.02%32,310CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$953,3570.02%4,879CommonSOLE
230215105CULPCULP INC$952,7180.02%162,303CommonSOLE
42727E103HGBLHERITAGE GLOBAL INC$940,2970.02%508,269CommonSOLE
18538r103CLEARWATER PAPER CORPORATION$940,1660.02%31,581CommonSOLE
336920103FPXFIRST TR EXCHANGE-TRADED FD$933,7320.02%7,813CommonSOLE
149841306CECLCECIL BANCORP RSTD$928,2910.02%687,629CommonSOLE
21037X100CNSWFCONSTELLATION SOFTWARE INC$911,7290.02%295CommonSOLE
714157203PESIPERMA-FIX ENVIRONMENTAL SVCS$906,3900.02%81,878CommonSOLE
464288612GVIISHARES TR$904,8210.02%8,681CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$901,5820.02%33,001CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$899,4140.02%8,348CommonSOLE
922908512VOEVANGUARD INDEX FDS$896,0000.02%5,539CommonSOLE
G8846K109THIRD POINT OFFSHORE INVESTORS$893,8610.02%35,612CommonSOLE
25264r207DIAMOND HILL INVESTMENT GROUP$893,6860.02%5,762CommonSOLE
74348a950RUTW 250630P02200000$879,4700.02%286CommonSOLE
03073e105CENCORA INC$871,1370.02%3,877CommonSOLE
461202103INTUINTUIT$869,9420.02%1,384CommonSOLE
25861r402DOUBLELINE MORTGAGE ETF$865,8000.02%18,000CommonSOLE
03076C106AMPAMERIPRISE FINL INC$862,0770.02%1,619CommonSOLE
45816D10035YCORECARD CORPORATION$859,8530.02%37,879CommonSOLE
92189f676VANECK VECTORS SEMICONDUCTOR E$849,5320.02%3,508CommonSOLE
02209S103MOALTRIA GROUP INC$848,8610.02%16,234CommonSOLE
682143102OMEROMEROS CORP$847,7040.02%85,800CommonSOLE
82889n525SIMPLIFY MBS ETF$844,7300.02%17,000CommonSOLE
464287788IYFISHARES TR$834,2430.02%7,544CommonSOLE
00761l305ADVANT-E CORP COM$825,8300.02%10CommonSOLE
33740f755FIRST VIII CBOE VEST US EQ$822,6900.02%27,000CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$818,5540.02%9,004CommonSOLE
218352102CORTCORCEPT THERAPEUTICS INC$815,7130.02%16,188CommonSOLE
45782n108INSPIRED ENTMT INC COM$811,4230.02%89,660CommonSOLE
36828a101GE VERNOVA$794,0370.02%2,414CommonSOLE
718172109PMPHILIP MORRIS INTL INC$793,2400.02%6,591CommonSOLE
46431W507NEARISHARES U S ETF TR$790,4030.02%15,652CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$785,6310.02%7,113CommonSOLE
22822v101CROWN CASTLE INTL CORP NEW COM$784,7870.02%8,647CommonSOLE
70014A104PKEPARK AEROSPACE CORP$783,4820.02%53,480CommonSOLE
48563l101KARAT PACKAGING INC COM$782,1900.02%25,849CommonSOLE
842587107SOSOUTHERN CO$781,1110.02%9,489CommonSOLE
46137v308INVESCO BUYBACK ACHIEVERS ETF$775,0550.02%6,732CommonSOLE
615394202MOG/AMOOG INC$766,6920.02%3,895CommonSOLE
451107106IDAIDACORP INC$764,9600.02%7,000CommonSOLE
724479900PITNEY BOWES INC$760,3480.02%3,198CommonSOLE
09225m101BLACK STONE MINERALS L P COM$757,4030.02%51,877CommonSOLE
073685109BECNUSDBEACON ROOFING SUPPLY INC$704,1520.02%6,932CommonSOLE
92204A702VGTVANGUARD WORLD FD$694,2020.02%1,116CommonSOLE
256746108DLTRDOLLAR TREE INC$685,7010.02%9,150CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$681,8920.02%11,878CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$681,6610.02%3,084CommonSOLE
163086101CHEFCHEFS WHSE INC$681,3560.02%13,815CommonSOLE
87427v103TALKSPACE INC$679,8930.02%220,030CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$678,3990.02%9,434CommonSOLE
651495103NLCPNEWLAKE CAPITAL PARTNERS INC C$671,3000.01%38,360CommonSOLE
46137v142INVESCO WATER RESOURCES ETF$662,7760.01%10,074CommonSOLE
407498203XHLIXHAMILTON LANE PRIVATE ASSETS F$662,2240.01%39,364CommonSOLE
260003108DOVDOVER CORP$657,2100.01%3,503CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$652,3690.01%1,254CommonSOLE
808524722SCHKSCHWAB STRATEGIC TR$648,7520.01%22,916CommonSOLE
74052f108PREMIER FINANCIAL CORP (OHIO)$648,6600.01%25,368CommonSOLE
46654q724JPMORGAN HEDGED EQUITY LADDERE$636,8160.01%10,265CommonSOLE
464287671IUSGISHARES TR$625,8330.01%4,491CommonSOLE
46428Q109SLVISHARES SILVER TR$622,7310.01%23,651CommonSOLE
667340103NWBINORTHWEST BANCSHARES INC MD$613,4400.01%46,508CommonSOLE
247361702DALDELTA AIR LINES INC DEL$609,6750.01%10,077CommonSOLE
513272104LWLAMB WESTON HLDGS INC$607,3510.01%9,088CommonSOLE
963320106WHRWHIRLPOOL CORP$606,7440.01%5,300CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$605,7400.01%3,067CommonSOLE
84920Y106SPWHSPORTSMANS WHSE HLDGS INC$603,1900.01%225,914CommonSOLE
032332504ASYSAMTECH SYS INC$602,8520.01%110,615CommonSOLE
464287762IYHISHARES TR$601,4120.01%10,321CommonSOLE
76122q105RESOURCES$597,5260.01%70,050CommonSOLE
57060d108MARKETAXESS HLDGS INC COM$585,6700.01%2,591CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$580,5010.01%4,603CommonSOLE
682680103OKEONEOK INC NEW$578,0020.01%5,757CommonSOLE
032654105ADIANALOG DEVICES INC$575,5030.01%2,709CommonSOLE
47103u753JANUS DETROIT STR TR B-BBB CLO$569,4200.01%11,583CommonSOLE
103002101BWMNBOWMAN CONSULTING GROUP LTD$569,1090.01%22,810CommonSOLE
03820c105APPLIED INDLTECH INC COM$568,7410.01%2,375CommonSOLE
172062101CINFCINCINNATI FINL CORP$565,4590.01%3,935CommonSOLE
25746u109DOMINION RES$563,0520.01%10,454CommonSOLE
37954y673GLOBAL X US INFRASTRUCTURE DEV$561,6440.01%13,899CommonSOLE
81369y952XLC 260116P00078000$560,1740.01%3,170CommonSOLE
02072l516ALPHA ARCHITECT TAIL RISK ETF$558,8550.01%6,384CommonSOLE
46434v621ISHARES CORE DIVIDEND GROWTH$558,0100.01%9,097CommonSOLE
00206r102AT&T INC$555,0510.01%24,376CommonSOLE
46435g425ISHARES TR ESG MSCI USA$550,6220.01%4,274CommonSOLE
922475908VEEVA SYS INC$542,7300.01%237CommonSOLE
256677105DGDOLLAR GEN CORP NEW$541,0520.01%7,136CommonSOLE

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.