MondegarAI
Empirical Finance, LLC

Q3 2025 · 13F-HR

Empirical Finance, LLCholdings as filed

Filed 2025-11-13 · accession 0001572838-25-000012

$2.10B
Reported value
506
Positions
2025-09-30
Period end
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The Brief · Empirical Finance, LLC · Q3 2025

AI · grounded in 13F

Empirical Finance, LLC established a new position in NVDA worth $160.5M. The fund also initiated new stakes in AAPL for $134M and MSFT for $133M. Additional new positions include AMZN, META, and GOOGL. The fund ended the period with 506 positions and total AUM of $2.1B.

Holdings as filed

First 500 of 506

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$160.5M7.64%859,953CommonSOLE
037833100AAPLAPPLE INC$134.0M6.38%526,416CommonSOLE
594918104MSFTMICROSOFT CORP$133.0M6.33%256,810CommonSOLE
023135106AMZNAMAZON COM INC$75.7M3.60%344,686CommonSOLE
30303M102METAMETA PLATFORMS INC$57.3M2.73%78,037CommonSOLE
02079K305GOOGLALPHABET INC$50.3M2.40%206,995CommonSOLE
11135F101AVGOBROADCOM INC$49.4M2.35%149,735CommonSOLE
02079K107GOOGALPHABET INC$43.5M2.07%178,554CommonSOLE
88160R101TSLATESLA INC$37.0M1.76%83,293CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$33.3M1.58%105,419CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$26.1M1.24%51,831CommonSOLE
532457108LLYELI LILLY & CO$21.5M1.02%28,118CommonSOLE
02072L102QVALEA SERIES TRUST$20.0M0.95%428,678CommonSOLE
64110L106NFLXNETFLIX INC$18.4M0.87%15,308CommonSOLE
922908769VTIVANGUARD INDEX FDS$18.1M0.86%55,050CommonSOLE
30231G102XOMEXXON MOBIL CORP$17.9M0.85%158,750CommonSOLE
02072L516CAOSEA SERIES TRUST$17.2M0.82%192,048CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$16.7M0.79%29,341CommonSOLE
478160104JNJJOHNSON & JOHNSON$16.0M0.76%86,469CommonSOLE
92826C839VVISA INC$15.5M0.74%45,467CommonSOLE
931142103WMTWALMART INC$15.3M0.73%148,900CommonSOLE
437076102HDHOME DEPOT INC$15.0M0.71%36,975CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$14.4M0.68%15,524CommonSOLE
00287Y109ABBVABBVIE INC$14.3M0.68%61,862CommonSOLE
742718109PGPROCTER AND GAMBLE CO$13.2M0.63%86,216CommonSOLE
68389X105ORCLORACLE CORP$13.1M0.62%46,478CommonSOLE
060505104BACBANK AMERICA CORP$12.6M0.60%244,731CommonSOLE
166764100CVXCHEVRON CORP NEW$12.3M0.58%79,092CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$12.1M0.58%35,092CommonSOLE
369604301GEGE AEROSPACE$11.5M0.55%38,195CommonSOLE
02072L201IVALEA SERIES TRUST$11.1M0.53%367,721CommonSOLE
949746101WMT2WELLS FARGO CO NEW$10.8M0.51%128,903CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$10.4M0.50%37,272CommonSOLE
17275R102CSCOCISCO SYS INC$10.4M0.49%151,596CommonSOLE
617446448MSMORGAN STANLEY$9.9M0.47%62,219CommonSOLE
02072L409QMOMEA SERIES TRUST$9.8M0.47%152,306CommonSOLE
149123101CATCATERPILLAR INC$9.5M0.45%19,919CommonSOLE
29273V100ETENERGY TRANSFER L P$9.4M0.45%548,495CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$9.2M0.44%11,558CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$9.2M0.44%56,576CommonSOLE
191216100KOCOCA COLA CO$9.1M0.43%136,564CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$9.0M0.43%31,780CommonSOLE
718172109PMPHILIP MORRIS INTL INC$8.8M0.42%54,404CommonSOLE
02072L300IMOMEA SERIES TRUST$8.3M0.40%226,820CommonSOLE
75513E101RTXRTX CORPORATION$8.3M0.39%49,398CommonSOLE
002824100ABTABBOTT LABS$8.2M0.39%61,304CommonSOLE
00206R102TAT&T INC$8.2M0.39%290,650CommonSOLE
58933Y105MRKMERCK & CO INC$8.1M0.39%96,986CommonSOLE
79466L302CRMSALESFORCE INC$8.0M0.38%33,744CommonSOLE
02072L508AAVMEA SERIES TRUST$7.8M0.37%271,706CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$7.4M0.35%168,657CommonSOLE
254687106DISDISNEY WALT CO$7.3M0.35%64,030CommonSOLE
46090E103QQQINVESCO QQQ TR$7.3M0.35%12,197CommonSOLE
400501102OMABGRUPO AEROPORTUARIO DEL CENT$7.3M0.35%70,319CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$7.0M0.33%1,296CommonSOLE
172967424CCITIGROUP INC$6.9M0.33%68,275CommonSOLE
025816109AXPAMERICAN EXPRESS CO$6.9M0.33%20,696CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$6.8M0.32%14,043CommonSOLE
958669103WESWESTERN MIDSTREAM PARTNERS L$6.8M0.32%172,718CommonSOLE
713448108PEPPEPSICO INC$6.8M0.32%48,283CommonSOLE
461202103INTUINTUIT$6.7M0.32%9,792CommonSOLE
512807306LRCXLAM RESEARCH CORP$6.6M0.31%49,076CommonSOLE
501044101KRKROGER CO$6.5M0.31%97,121CommonSOLE
595112103MUMICRON TECHNOLOGY INC$6.5M0.31%38,575CommonSOLE
81762P102NOWSERVICENOW INC$6.3M0.30%6,798CommonSOLE
038222105AMATAPPLIED MATLS INC$6.1M0.29%29,740CommonSOLE
09290D101BLKBLACKROCK INC$5.9M0.28%5,074CommonSOLE
05465C100AXAXOS FINANCIAL INC$5.9M0.28%69,766CommonSOLE
69374H683PTINPACER FDS TR$5.9M0.28%193,079CommonSOLE
882508104TXNTEXAS INSTRS INC$5.9M0.28%31,942CommonSOLE
872540109TJXTJX COS INC NEW$5.9M0.28%40,507CommonSOLE
00724F101ADBEADOBE INC$5.7M0.27%16,024CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$5.6M0.27%12,617CommonSOLE
747525103QCOMQUALCOMM INC$5.4M0.26%32,428CommonSOLE
36828A101GEVGE VERNOVA INC$5.4M0.26%8,773CommonSOLE
031162100AMGNAMGEN INC$5.4M0.26%19,060CommonSOLE
65339F101NEENEXTERA ENERGY INC$5.4M0.26%71,041CommonSOLE
548661107LOWLOWES COS INC$5.3M0.25%21,257CommonSOLE
482480100KLACKLA CORP$5.3M0.25%4,868CommonSOLE
400506101PACGRUPO AEROPUERTO DEL PACIFIC$5.2M0.25%21,976CommonSOLE
032095101APHAMPHENOL CORP NEW$5.2M0.25%41,863CommonSOLE
78409V104SPGIS&P GLOBAL INC$5.2M0.25%10,639CommonSOLE
907818108UNPUNION PAC CORP$5.1M0.24%21,718CommonSOLE
717081103PFEPFIZER INC$5.1M0.24%199,183CommonSOLE
743315103PGRPROGRESSIVE CORP$5.1M0.24%20,493CommonSOLE
20030N101CMCSACOMCAST CORP NEW$5.0M0.24%159,359CommonSOLE
458140100INTCINTEL CORP$5.0M0.24%148,085CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$4.9M0.24%50,576CommonSOLE
438516106HONHONEYWELL INTL INC$4.9M0.23%23,396CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$4.9M0.23%23,151CommonSOLE
375558103GILDGILEAD SCIENCES INC$4.9M0.23%44,079CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$4.9M0.23%51,248CommonSOLE
040413205ANETARISTA NETWORKS INC$4.9M0.23%33,320CommonSOLE
P31076105CPACOPA HOLDINGS SA$4.6M0.22%38,850CommonSOLE
235851102DHRDANAHER CORPORATION$4.6M0.22%23,010CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$4.6M0.22%9,136CommonSOLE
20825C104COPCONOCOPHILLIPS$4.5M0.22%48,053CommonSOLE
872590104TMUST-MOBILE US INC$4.4M0.21%18,277CommonSOLE
863667101SYKSTRYKER CORPORATION$4.4M0.21%11,795CommonSOLE
097023105BABOEING CO$4.4M0.21%20,166CommonSOLE
032654105ADIANALOG DEVICES INC$4.3M0.21%17,687CommonSOLE
244199105DEDEERE & CO$4.3M0.21%9,442CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$4.3M0.20%14,579CommonSOLE
55336V100MPLXMPLX LP$4.2M0.20%85,067CommonSOLE
921909768VXUSVANGUARD STAR FDS$4.2M0.20%57,025CommonSOLE
651639106NEMNEWMONT CORP$4.2M0.20%49,391CommonSOLE
02209S103MOALTRIA GROUP INC$4.2M0.20%62,870CommonSOLE
126650100CVSCVS HEALTH CORP$4.1M0.19%54,238CommonSOLE
37045V100GMGENERAL MTRS CO$4.0M0.19%65,908CommonSOLE
125523100CITHE CIGNA GROUP$3.9M0.19%13,644CommonSOLE
279158109ECECOPETROL S A$3.9M0.19%423,622CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$3.9M0.19%31,429CommonSOLE
58155Q103MCKMCKESSON CORP$3.8M0.18%4,861CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$3.7M0.18%9,493CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$3.7M0.18%11,228CommonSOLE
053332102AZOAUTOZONE INC$3.7M0.18%860CommonSOLE
69374H303PTNQPACER FDS TR$3.7M0.17%47,352CommonSOLE
842587107SOSOUTHERN CO$3.6M0.17%38,159CommonSOLE
56585A102MPCMARATHON PETE CORP$3.5M0.17%18,408CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$3.5M0.17%32,686CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$3.5M0.17%17,417CommonSOLE
732344106PDLBPONCE FINANCIAL GROUP INC$3.4M0.16%234,649CommonSOLE
701094104PHPARKER-HANNIFIN CORP$3.4M0.16%4,525CommonSOLE
12572Q105CMECME GROUP INC$3.4M0.16%12,662CommonSOLE
855244109SBUXSTARBUCKS CORP$3.4M0.16%40,386CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$3.3M0.16%9,520CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$3.3M0.16%73,755CommonSOLE
L1995B107CAAPCORPORACION AMER ARPTS S A$3.2M0.15%177,987CommonSOLE
40412C101HCAHCA HEALTHCARE INC$3.1M0.15%7,322CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$3.1M0.15%9,598CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$3.1M0.15%5,082CommonSOLE
654106103NKENIKE INC$3.0M0.14%43,339CommonSOLE
88579Y101MMM3M CO$3.0M0.14%19,436CommonSOLE
63888U108NGVCNATURAL GROCERS BY VITAMIN C$3.0M0.14%75,279CommonSOLE
880890108TXTERNIUM SA$3.0M0.14%86,499CommonSOLE
609207105MDLZMONDELEZ INTL INC$3.0M0.14%48,024CommonSOLE
91913Y100VLOVALERO ENERGY CORP$2.9M0.14%17,196CommonSOLE
94106L109WMWASTE MGMT INC DEL$2.9M0.14%13,112CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$2.9M0.14%8,352CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$2.9M0.14%26,522CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$2.9M0.14%14,262CommonSOLE
369550108GDGENERAL DYNAMICS CORP$2.8M0.13%8,090CommonSOLE
313148306AGMFEDERAL AGRIC MTG CORP$2.8M0.13%16,375CommonSOLE
337738108FISVFISERV INC$2.7M0.13%20,987CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$2.7M0.13%5,879CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$2.7M0.13%5,196CommonSOLE
291011104EMREMERSON ELEC CO$2.7M0.13%20,301CommonSOLE
615369105MCOMOODYS CORP$2.7M0.13%5,576CommonSOLE
443201108HWMHOWMET AEROSPACE INC$2.6M0.13%13,498CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$2.6M0.12%38,592CommonSOLE
126408103CSXCSX CORP$2.6M0.12%72,302CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$2.5M0.12%9,755CommonSOLE
893641100TDGTRANSDIGM GROUP INC$2.5M0.12%1,900CommonSOLE
172908105CTASCINTAS CORP$2.5M0.12%12,185CommonSOLE
902973304USBUS BANCORP DEL$2.5M0.12%51,257CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$2.5M0.12%8,188CommonSOLE
278865100ECLECOLAB INC$2.4M0.12%8,878CommonSOLE
052769106ADSKAUTODESK INC$2.4M0.11%7,577CommonSOLE
741511109PSMTPRICESMART INC$2.4M0.11%19,623CommonSOLE
98978V103ZTSZOETIS INC$2.4M0.11%16,243CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$2.4M0.11%29,408CommonSOLE
571903202MARMARRIOTT INTL INC NEW$2.3M0.11%8,966CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$2.3M0.11%24,180CommonSOLE
911363109URIUNITED RENTALS INC$2.3M0.11%2,440CommonSOLE
02072L565BOXXEA SERIES TRUST$2.3M0.11%20,427CommonSOLE
876030107TPRTAPESTRY INC$2.3M0.11%20,511CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$2.3M0.11%8,253CommonSOLE
922908512VOEVANGUARD INDEX FDS$2.3M0.11%13,181CommonSOLE
26875P101EOGEOG RES INC$2.3M0.11%20,390CommonSOLE
219350105GLWCORNING INC$2.2M0.11%27,307CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$2.2M0.11%45,645CommonSOLE
001055102AFLAFLAC INC$2.2M0.10%19,541CommonSOLE
009158106APDAIR PRODS & CHEMS INC$2.1M0.10%7,854CommonSOLE
89832Q109TFCTRUIST FINL CORP$2.1M0.10%46,666CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$2.1M0.10%25,532CommonSOLE
718546104PSXPHILLIPS 66$2.1M0.10%15,651CommonSOLE
74762E102QUREQUANTA SVCS INC$2.1M0.10%5,081CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$2.1M0.10%11,117CommonSOLE
231021106CMICUMMINS INC$2.1M0.10%4,965CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$2.1M0.10%6,848CommonSOLE
35137L105FOXAFOX CORP$2.1M0.10%32,748CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$2.1M0.10%10,141CommonSOLE
336433107FSLRFIRST SOLAR INC$2.1M0.10%9,312CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$2.0M0.10%18,215CommonSOLE
020002101ALLALLSTATE CORP$2.0M0.10%9,518CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$2.0M0.10%25,513CommonSOLE
311900104FASTFASTENAL CO$2.0M0.09%40,584CommonSOLE
816851109SRESEMPRA$2.0M0.09%22,106CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$2.0M0.09%50,579CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$2.0M0.09%69,009CommonSOLE
31428X106FDXFEDEX CORP$1.9M0.09%8,216CommonSOLE
075887109BDXBECTON DICKINSON & CO$1.9M0.09%10,199CommonSOLE
45168D104IDXXIDEXX LABS INC$1.9M0.09%2,980CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$1.9M0.09%48,207CommonSOLE
G38327105GPRKGEOPARK LTD$1.9M0.09%295,971CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$1.9M0.09%3,758CommonSOLE
59156R108METMETLIFE INC$1.9M0.09%22,742CommonSOLE
34959E109FTNTFORTINET INC$1.9M0.09%22,155CommonSOLE
23331A109DHID R HORTON INC$1.9M0.09%10,940CommonSOLE
778296103ROSTROSS STORES INC$1.9M0.09%12,142CommonSOLE
833034101SNASNAP ON INC$1.8M0.09%5,316CommonSOLE
285512109EAELECTRONIC ARTS INC$1.8M0.09%9,091CommonSOLE
156504300CCSCENTURY CMNTYS INC$1.8M0.09%28,705CommonSOLE
03076C106AMPAMERIPRISE FINL INC$1.8M0.09%3,696CommonSOLE
693718108PCARPACCAR INC$1.8M0.09%18,428CommonSOLE
25746U109DDOMINION ENERGY INC$1.8M0.09%29,555CommonSOLE
969457100WMBWILLIAMS COS INC$1.8M0.09%28,405CommonSOLE
03073E105CORCENCORA INC$1.8M0.08%5,699CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$1.8M0.08%26,416CommonSOLE
464288257ACWIISHARES TR$1.8M0.08%12,816CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$1.8M0.08%29,483CommonSOLE
917047102URBNURBAN OUTFITTERS INC$1.7M0.08%24,340CommonSOLE
69374H204PTMCPACER FDS TR$1.7M0.08%48,411CommonSOLE
12504L109CBRECBRE GROUP INC$1.7M0.08%10,930CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$1.7M0.08%6,248CommonSOLE
22052L104CTVACORTEVA INC$1.7M0.08%25,159CommonSOLE
760759100RSGREPUBLIC SVCS INC$1.7M0.08%7,303CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$1.7M0.08%21,525CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$1.7M0.08%20,000CommonSOLE
345370860FFORD MTR CO$1.7M0.08%139,188CommonSOLE
65290E101NXTNEXTRACKER INC$1.7M0.08%22,390CommonSOLE
574599106MASMASCO CORP$1.7M0.08%23,486CommonSOLE
55354G100MSCIMSCI INC$1.6M0.08%2,797CommonSOLE
30161N101EXCEXELON CORP$1.6M0.08%35,162CommonSOLE
98389B100XELXCEL ENERGY INC$1.6M0.07%19,406CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$1.5M0.07%79,352CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$1.5M0.07%9,126CommonSOLE
031100100AMEAMETEK INC$1.5M0.07%8,173CommonSOLE
384802104GWWGRAINGER W W INC$1.5M0.07%1,597CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$1.5M0.07%11,990CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$1.5M0.07%17,746CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$1.5M0.07%11,050CommonSOLE
87612E106TGTTARGET CORP$1.5M0.07%16,422CommonSOLE
871829107SYYSYSCO CORP$1.5M0.07%17,857CommonSOLE
929160109VMCVULCAN MATLS CO$1.5M0.07%4,751CommonSOLE
29084Q100EMEEMCOR GROUP INC$1.4M0.07%2,223CommonSOLE
704326107PAYXPAYCHEX INC$1.4M0.07%11,376CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$1.4M0.07%4,100CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$1.4M0.07%9,127CommonSOLE
55616P104MMACYS INC$1.4M0.07%79,844CommonSOLE
761152107RMDRESMED INC$1.4M0.07%5,177CommonSOLE
278642103EBAYEBAY INC.$1.4M0.07%15,511CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$1.4M0.07%2,221CommonSOLE
29364G103ETRENTERGY CORP NEW$1.4M0.07%14,838CommonSOLE
958102105WDCWESTERN DIGITAL CORP$1.4M0.06%11,362CommonSOLE
688239201OSKOSHKOSH CORP$1.4M0.06%10,513CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$1.4M0.06%38,596CommonSOLE
87162W100SNXTD SYNNEX CORPORATION$1.4M0.06%8,299CommonSOLE
744320102PRUPRUDENTIAL FINL INC$1.4M0.06%13,027CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$1.4M0.06%20,493CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$1.3M0.06%10,494CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$1.3M0.06%3,210CommonSOLE
857477103STTSTATE STR CORP$1.3M0.06%11,527CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$1.3M0.06%14,596CommonSOLE
217204106CPRTCOPART INC$1.3M0.06%29,637CommonSOLE
629377508NRGNRG ENERGY INC$1.3M0.06%8,213CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$1.3M0.06%5,256CommonSOLE
02072L813MOODEA SERIES TRUST$1.3M0.06%36,216CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$1.3M0.06%5,082CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$1.3M0.06%16,671CommonSOLE
577933104MMSMAXIMUS INC$1.3M0.06%14,190CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$1.3M0.06%1,407CommonSOLE
247361702DALDELTA AIR LINES INC DEL$1.3M0.06%22,708CommonSOLE
92939U106WECWEC ENERGY GROUP INC$1.3M0.06%11,230CommonSOLE
G87110105FTITECHNIPFMC PLC$1.3M0.06%32,275CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$1.3M0.06%6,419CommonSOLE
929740108WABWABTEC$1.3M0.06%6,267CommonSOLE
209115104EDCONSOLIDATED EDISON INC$1.2M0.06%12,355CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$1.2M0.06%19,271CommonSOLE
46266C105IQVIQVIA HLDGS INC$1.2M0.06%6,466CommonSOLE
013872106AAALCOA CORP$1.2M0.06%37,319CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$1.2M0.06%12,514CommonSOLE
670346105NUENUCOR CORP$1.2M0.06%9,031CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$1.2M0.06%18,015CommonSOLE
172755100CRUSCIRRUS LOGIC INC$1.2M0.06%9,607CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$1.2M0.06%25,162CommonSOLE
466313103JBLJABIL INC$1.2M0.06%5,352CommonSOLE
444859102HUMHUMANA INC$1.2M0.06%4,456CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$1.1M0.05%19,180CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$1.1M0.05%25,274CommonSOLE
526057104LENLENNAR CORP$1.1M0.05%9,041CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$1.1M0.05%46,018CommonSOLE
631103108NDAQNASDAQ INC$1.1M0.05%12,757CommonSOLE
98419M100XYLXYLEM INC$1.1M0.05%7,634CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$1.1M0.05%15,843CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$1.1M0.05%6,490CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$1.1M0.05%19,644CommonSOLE
294429105EFXEQUIFAX INC$1.1M0.05%4,354CommonSOLE
45687V106IRINGERSOLL RAND INC$1.1M0.05%13,506CommonSOLE
98585X104YETIYETI HLDGS INC$1.1M0.05%33,280CommonSOLE
55261F104MTBM & T BK CORP$1.1M0.05%5,525CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$1.1M0.05%1,926CommonSOLE
316773100FITBFIFTH THIRD BANCORP$1.1M0.05%24,299CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$1.1M0.05%6,149CommonSOLE
745867101PHMPULTE GROUP INC$1.1M0.05%8,065CommonSOLE
25243Q205DEODIAGEO PLC$1.1M0.05%11,089CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$1.1M0.05%5,176CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$1.1M0.05%14,019CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$1.0M0.05%4,912CommonSOLE
277432100EMNEASTMAN CHEM CO$1.0M0.05%16,609CommonSOLE
370334104GISGENERAL MLS INC$1.0M0.05%20,681CommonSOLE
62955J103NOVNOV INC$1.0M0.05%77,948CommonSOLE
922908363VOOVANGUARD INDEX FDS$1.0M0.05%1,684CommonSOLE
233331107DTEDTE ENERGY CO$1.0M0.05%7,255CommonSOLE
00090Q103ADTADT INC DEL$1.0M0.05%116,595CommonSOLE
71424F105PRPERMIAN RESOURCES CORP$1.0M0.05%78,869CommonSOLE
665859104NTRSNORTHERN TR CORP$997,1170.05%7,408CommonSOLE
427866108HSYHERSHEY CO$994,9190.05%5,319CommonSOLE
90384S303ULTAULTA BEAUTY INC$994,5380.05%1,819CommonSOLE
15135B101CNCCENTENE CORP DEL$994,4020.05%27,870CommonSOLE
00215F107ATNIATN INTL INC$989,1430.05%66,075CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$982,0880.05%800CommonSOLE
69351T106PPLPPL CORP$979,9840.05%26,372CommonSOLE
N20944109CNHCNH INDL N V$978,9960.05%90,230CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$978,8790.05%4,110CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$965,0970.05%27,527CommonSOLE
023608102AEEAMEREN CORP$964,2620.05%9,238CommonSOLE
128030202CALMCAL MAINE FOODS INC$958,1260.05%10,182CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$949,5540.05%6,822CommonSOLE
806857108SLBSCHLUMBERGER LTD$946,3910.05%27,535CommonSOLE
228368106CCKCROWN HLDGS INC$943,5880.04%9,769CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$937,0780.04%1,599CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$930,7240.04%3,795CommonSOLE
09260D107BXBLACKSTONE INC$929,0820.04%5,438CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$922,2640.04%9,098CommonSOLE
504922105LHLABCORP HOLDINGS INC$911,4160.04%3,175CommonSOLE
64110D104NTAPNETAPP INC$903,0210.04%7,623CommonSOLE
40434L105HPQHP INC$902,5660.04%33,146CommonSOLE
364760108GAPGAP INC$900,7540.04%42,111CommonSOLE
30040W108ESEVERSOURCE ENERGY$893,2340.04%12,556CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$888,3790.04%33,689CommonSOLE
693506107PPGPPG INDS INC$885,4470.04%8,424CommonSOLE
172062101CINFCINCINNATI FINL CORP$885,3600.04%5,600CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$884,7870.04%6,183CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$884,5290.04%16,639CommonSOLE
92343E102VRSNVERISIGN INC$884,0000.04%3,162CommonSOLE
252131107DXCMDEXCOM INC$881,9030.04%13,106CommonSOLE
457187102INGRINGREDION INC$878,3370.04%7,193CommonSOLE
62944T105NVRNVR INC$875,7780.04%109CommonSOLE
700885106PKBKPARKE BANCORP INC$871,6110.04%40,446CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$868,1900.04%6,167CommonSOLE
337932107FEFIRSTENERGY CORP$866,2730.04%18,906CommonSOLE
682680103OKEONEOK INC NEW$859,5140.04%11,779CommonSOLE
049560105ATOATMOS ENERGY CORP$847,2620.04%4,962CommonSOLE
05464C101AXONAXON ENTERPRISE INC$844,6620.04%1,177CommonSOLE
256677105DGDOLLAR GEN CORP NEW$841,0620.04%8,138CommonSOLE
92338C103VLTOVERALTO CORP$840,6200.04%7,885CommonSOLE
260003108DOVDOVER CORP$839,1550.04%5,030CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$837,3360.04%48,485CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$836,8230.04%4,396CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$826,4570.04%8,052CommonSOLE
084423102WRBBERKLEY W R CORP$807,4220.04%10,538CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$797,0650.04%4,878CommonSOLE
37940X102GPNGLOBAL PMTS INC$787,3490.04%9,477CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$786,3330.04%4,126CommonSOLE
406216101HALHALLIBURTON CO$780,2140.04%31,716CommonSOLE
G39108108GTESGATES INDL CORP PLC$778,4050.04%31,362CommonSOLE
125896100CMSCMS ENERGY CORP$768,4240.04%10,489CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$765,5360.04%8,736CommonSOLE
227046109CROXCROCS INC$758,0490.04%9,073CommonSOLE
281020107EIXEDISON INTL$755,5120.04%13,667CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$751,1680.04%19,360CommonSOLE
219948106CPAYCORPAY INC$744,3470.04%2,584CommonSOLE
366651107ITGARTNER INC$741,0310.04%2,819CommonSOLE
09062X103BIIBBIOGEN INC$740,4630.04%5,286CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$738,7020.04%1,412CommonSOLE
518439104ELLAUDER ESTEE COS INC$735,7140.04%8,349CommonSOLE
969904101WSMWILLIAMS SONOMA INC$735,6740.04%3,764CommonSOLE
12514G108CDWCDW CORP$734,9180.03%4,614CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$734,3180.03%7,455CommonSOLE
87612G101TRGPTARGA RES CORP$730,4740.03%4,360CommonSOLE
256746108DLTRDOLLAR TREE INC$723,5350.03%7,667CommonSOLE
22160N109CSGPCOSTAR GROUP INC$719,6760.03%8,530CommonSOLE
880770102TERTERADYNE INC$717,9300.03%5,216CommonSOLE
682189105ONON SEMICONDUCTOR CORP$712,3820.03%14,447CommonSOLE
372460105GPCGENUINE PARTS CO$710,7410.03%5,128CommonSOLE
500754106KHCKRAFT HEINZ CO$708,4180.03%27,205CommonSOLE
695156109PKGPACKAGING CORP AMER$707,1830.03%3,245CommonSOLE
540424108LLOEWS CORP$696,8070.03%6,941CommonSOLE
315616102FFIVF5 INC$695,1820.03%2,151CommonSOLE
78463V107GLDSPDR GOLD TR$691,3890.03%1,945CommonSOLE
46982L108JJACOBS SOLUTIONS INC$683,5110.03%4,561CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$682,5230.03%21,389CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$678,6180.03%8,185CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$673,0190.03%5,490CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$661,3340.03%2,521CommonSOLE
487836108KKELLANOVA$655,5860.03%7,993CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$638,0570.03%11,862CommonSOLE
65473P105NINISOURCE INC$636,7270.03%14,705CommonSOLE
941848103WATWATERS CORP$634,3980.03%2,116CommonSOLE
493267108KEYKEYCORP$633,6470.03%33,903CommonSOLE
125269100CFCF INDS HLDGS INC$624,8500.03%6,966CommonSOLE
883203101TXTTEXTRON INC$620,8330.03%7,348CommonSOLE
30034W106EVRGEVERGY INC$620,5510.03%8,163CommonSOLE
018802108LNTALLIANT ENERGY CORP$612,6890.03%9,089CommonSOLE
34959J108FTVFORTIVE CORP$609,8280.03%12,448CommonSOLE
460146103IPINTERNATIONAL PAPER CO$602,5500.03%12,986CommonSOLE
023139884OSGAMBAC FINL GROUP INC$601,9980.03%72,182CommonSOLE
579780206MKCMCCORMICK & CO INC$600,1830.03%8,970CommonSOLE
436440101HO1HOLOGIC INC$595,8020.03%8,828CommonSOLE
127097103CTRACOTERRA ENERGY INC$595,3180.03%25,172CommonSOLE
681919106OMCOMNICOM GROUP INC$595,0060.03%7,298CommonSOLE
896239100TRMBTRIMBLE INC$590,8190.03%7,236CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$582,9570.03%4,403CommonSOLE
668771108GENGEN DIGITAL INC$580,9160.03%20,462CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$579,7720.03%2,609CommonSOLE
69331C108PCGPG&E CORP$579,4190.03%38,423CommonSOLE
260557103DOWDOW INC$576,9190.03%25,160CommonSOLE
058498106BALLBALL CORP$575,2920.03%11,410CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$567,1910.03%2,964CommonSOLE
902494103TSNTYSON FOODS INC$565,8600.03%10,421CommonSOLE
45337C102INCYINCYTE CORP$556,3540.03%6,560CommonSOLE
452327109ILMNILLUMINA INC$551,0160.03%5,802CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$550,2060.03%1,122CommonSOLE
189054109CLXCLOROX CO DEL$549,6710.03%4,458CommonSOLE
086516101BBYBEST BUY INC$544,6150.03%7,202CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$540,6930.03%2,964CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$531,0250.03%1,787CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$528,2610.03%20,708CommonSOLE
577081102MATMATTEL INC$524,6580.02%31,174CommonSOLE
02072Q408BOXAEA SERIES TRUST$523,0970.02%5,000CommonSOLE
775711104ROLROLLINS INC$511,5670.02%8,709CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$497,7970.02%8,089CommonSOLE
03062T105CRMTAMERICAS CAR-MART INC$493,3860.02%16,891CommonSOLE
26884L109EQTEQT CORP$488,4610.02%8,974CommonSOLE
216648501COOCOOPER COS INC$485,9530.02%7,088CommonSOLE
751212101RLRALPH LAUREN CORP$485,7040.02%1,549CommonSOLE
053611109AVYAVERY DENNISON CORP$481,3210.02%2,968CommonSOLE
49177J102KVUEKENVUE INC$471,8550.02%29,073CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$469,6680.02%9,797CommonSOLE
37959E102GLGLOBE LIFE INC$468,7990.02%3,279CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$463,6190.02%1,787CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$451,1800.02%5,861CommonSOLE
690742101OCOWENS CORNING NEW$445,1750.02%3,147CommonSOLE
L6388F110TIGOMILLICOM INTL CELLULAR S A$439,5300.02%9,055CommonSOLE
01973R101ALSNALLISON TRANSMISSION HLDGS I$432,2940.02%5,093CommonSOLE
61945C103MOSMOSAIC CO NEW$431,1420.02%12,432CommonSOLE
65249B109NWSANEWS CORP NEW$430,1860.02%14,008CommonSOLE
04621X108AIZASSURANT INC$428,6510.02%1,979CommonSOLE
446413106HIIHUNTINGTON INGALLS INDS INC$427,8340.02%1,486CommonSOLE
45167R104IEXIDEX CORP$427,5710.02%2,627CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$422,8920.02%5,582CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$420,8440.02%3,125CommonSOLE
832696405SJMSMUCKER J M CO$419,0870.02%3,859CommonSOLE
071813109BAXBAXTER INTL INC$418,4440.02%18,377CommonSOLE
983134107WYNNWYNN RESORTS LTD$417,6470.02%3,256CommonSOLE
854502101SWKSTANLEY BLACK & DECKER INC$415,2070.02%5,586CommonSOLE
025072802AVDVAMERICAN CENTY ETF TR$414,0790.02%4,651CommonSOLE
009066101ABNBAIRBNB INC$411,0070.02%3,385CommonSOLE
80004C200SNDKSANDISK CORP$408,4080.02%3,640CommonSOLE
92556V106VTRSVIATRIS INC$408,2860.02%41,241CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$403,8520.02%3,010CommonSOLE
460690100IPGINTERPUBLIC GROUP COS INC$394,0890.02%14,120CommonSOLE
714046109RVTYREVVITY INC$390,3050.02%4,453CommonSOLE
426281101JKHYHENRY JACK & ASSOC INC$387,5160.02%2,602CommonSOLE
552953101MGMMGM RESORTS INTERNATIONAL$379,4580.02%10,948CommonSOLE
099724106BWABORGWARNER INC$378,6710.02%8,614CommonSOLE
723484101PNWPINNACLE WEST CAP CORP$373,3440.02%4,164CommonSOLE
83444M101SOLVSOLVENTUM CORP$371,9350.02%5,095CommonSOLE
858119100STLDSTEEL DYNAMICS INC$371,8600.02%2,667CommonSOLE
73278L105POOLPOOL CORP$369,6030.02%1,192CommonSOLE
45784P101PODDINSULET CORP$368,3150.02%1,193CommonSOLE
418056107HASHASBRO INC$362,7910.02%4,783CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$353,8380.02%1,700CommonSOLE
012653101ALBALBEMARLE CORP$349,6170.02%4,312CommonSOLE
69932A204PSKYPARAMOUNT SKYDANCE CORP$348,6010.02%18,425CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$346,7690.02%2,446CommonSOLE
831865209AOSSMITH A O CORP$341,7240.02%4,655CommonSOLE
92840M102VSTVISTRA CORP$338,5500.02%1,728CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$332,5990.02%7,813CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$326,5740.02%2,608CommonSOLE
806407102HSICHENRY SCHEIN INC$326,4080.02%4,918CommonSOLE
205887102CAGCONAGRA BRANDS INC$317,5140.02%17,341CommonSOLE
368736104GNRCGENERAC HLDGS INC$312,7030.01%1,868CommonSOLE
74736K101QRVOQORVO INC$312,2220.01%3,428CommonSOLE
871607107SNPSSYNOPSYS INC$308,8520.01%626CommonSOLE
655663102NDSNNORDSON CORP$304,7940.01%1,343CommonSOLE
513272104LWLAMB WESTON HLDGS INC$300,9120.01%5,181CommonSOLE
501889208LKQLKQ CORP$298,6810.01%9,780CommonSOLE
35137L204FOXFOX CORP$296,4180.01%5,174CommonSOLE
03743Q108APAAPA CORPORATION$295,9250.01%12,188CommonSOLE
15677J108DAYDAYFORCE INC$295,3310.01%4,287CommonSOLE
303075105FDSFACTSET RESH SYS INC$285,0580.01%995CommonSOLE
23918K108DVADAVITA INC$279,8240.01%2,106CommonSOLE
200340107CMACOMERICA INC$279,4250.01%4,078CommonSOLE
00130H105AESAES CORP$276,3070.01%20,996CommonSOLE
440452100HRLHORMEL FOODS CORP$264,6930.01%10,699CommonSOLE
143130102KMXCARMAX INC$259,5280.01%5,784CommonSOLE
867981102SUNSSUNRISE RLTY TR INC$256,9650.01%24,732CommonSOLE
608190104MHKMOHAWK INDS INC$256,1640.01%1,987CommonSOLE
29786A106ETSYETSY INC$251,6180.01%3,790CommonSOLE
354613101BENFRANKLIN RESOURCES INC$250,2430.01%10,819CommonSOLE
09073M104TECHBIO-TECHNE CORP$249,9460.01%4,493CommonSOLE
60770K107MRNAMODERNA INC$242,8790.01%9,403CommonSOLE
57060D108MKTXMARKETAXESS HLDGS INC$236,2830.01%1,356CommonSOLE
02376R102AALAMERICAN AIRLS GROUP INC$234,7140.01%20,882CommonSOLE
134429109CPBTHE CAMPBELLS COMPANY$234,7030.01%7,432CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$230,3090.01%1,472CommonSOLE
812215200SEGSEAPORT ENTMT GROUP INC$227,7100.01%9,935CommonSOLE
29414B104EPAMEPAM SYS INC$224,9790.01%1,492CommonSOLE

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.