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CONTRAVISORY INVESTMENT MANAGEMENT, INC.

Q4 2024 · 13F-HR

CONTRAVISORY INVESTMENT MANAGEMENT, INC.holdings as filed

Filed 2025-01-14 · accession 0001580642-25-000297

$467.7M
Reported value
392
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
L8681T102SPOTSPOTIFY TECHNOLOGY S A$14.4M3.09%32,297CommonSOLE
64110L106NFLXNETFLIX INC$14.0M3.00%15,733CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$11.5M2.47%58,466CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$10.7M2.29%177,250CommonSOLE
337738108FISVFISERV INC$10.4M2.23%50,855CommonSOLE
172908105CTASCINTAS CORP$10.3M2.21%56,512CommonSOLE
253868103DLRDIGITAL RLTY TR INC$10.3M2.20%58,153CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$10.1M2.17%11,074CommonSOLE
023135106AMZNAMAZON COM INC$10.1M2.17%46,186CommonSOLE
001055102AFLAFLAC INC$9.7M2.08%93,970CommonSOLE
H42097107UBSUBS GROUP AG$9.6M2.05%316,505CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$9.6M2.04%18,162CommonSOLE
060505104BACBANK AMERICA CORP$9.6M2.04%217,311CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$9.5M2.04%20,641CommonSOLE
02079K107GOOGALPHABET INC$9.5M2.04%50,077CommonSOLE
682680103OKEONEOK INC NEW$9.5M2.03%94,453CommonSOLE
30303M102METAMETA PLATFORMS INC$9.4M2.00%15,996CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$9.1M1.95%38,033CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$9.1M1.95%47,228CommonSOLE
219948106CPAYCORPAY INC$9.1M1.95%26,900CommonSOLE
025816109AXPAMERICAN EXPRESS CO$8.9M1.90%29,960CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$8.8M1.89%129,349CommonSOLE
316773100FITBFIFTH THIRD BANCORP$8.6M1.83%202,819CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$8.4M1.79%39,385CommonSOLE
79589L106IOTSAMSARA INC$8.3M1.77%188,969CommonSOLE
G8068L108SNSHARKNINJA INC$8.2M1.75%83,916CommonSOLE
125896100CMSCMS ENERGY CORP$8.1M1.74%122,258CommonSOLE
217204106CPRTCOPART INC$8.1M1.74%141,743CommonSOLE
594918104MSFTMICROSOFT CORP$8.1M1.73%19,238CommonSOLE
902653104UDRUDR INC$8.1M1.72%185,806CommonSOLE
149123101CATCATERPILLAR INC$8.0M1.71%22,030CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$8.0M1.71%36,268CommonSOLE
863667101SYKSTRYKER CORPORATION$7.9M1.69%21,944CommonSOLE
714046109RVTYREVVITY INC$7.7M1.65%69,186CommonSOLE
013872106AAALCOA CORP$7.5M1.61%198,910CommonSOLE
29476L107EQREQUITY RESIDENTIAL$7.5M1.59%103,872CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$7.5M1.59%43,426CommonSOLE
23331A109DHID R HORTON INC$7.3M1.56%52,195CommonSOLE
65339F101NEENEXTERA ENERGY INC$6.5M1.39%90,406CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$1.6M0.35%5,772CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$1.6M0.34%33,174CommonSOLE
74762E102QUREQUANTA SVCS INC$1.4M0.30%4,420CommonSOLE
443201108HWMHOWMET AEROSPACE INC$1.3M0.29%12,196CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$1.3M0.28%5,581CommonSOLE
H2906T109GRMNGARMIN LTD$1.3M0.27%6,180CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$1.2M0.26%5,292CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$1.2M0.26%4,019CommonSOLE
03073E105CORCENCORA INC$1.2M0.26%5,363CommonSOLE
87612G101TRGPTARGA RES CORP$1.2M0.25%6,641CommonSOLE
929740108WABWABTEC$1.2M0.25%6,218CommonSOLE
46284V101IRMIRON MTN INC DEL$1.1M0.24%10,803CommonSOLE
040413205ANETARISTA NETWORKS INC$1.1M0.24%10,048CommonSOLE
384802104GWWGRAINGER W W INC$1.1M0.23%1,032CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$1.0M0.22%10,540CommonSOLE
464287465EFAISHARES TR$1.0M0.22%13,347CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$1.0M0.22%4,498CommonSOLE
745867101PHMPULTE GROUP INC$1.0M0.22%9,236CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$966,5910.21%7,336CommonSOLE
464287234EEMISHARES TR$955,1690.20%22,840CommonSOLE
366651107ITGARTNER INC$947,1390.20%1,955CommonSOLE
303250104FICOFAIR ISAAC CORP$937,7280.20%471CommonSOLE
989701107ZIONZIONS BANCORPORATION N A$936,5180.20%17,263CommonSOLE
278865100ECLECOLAB INC$910,0990.19%3,884CommonSOLE
23918K108DVADAVITA INC$909,5630.19%6,082CommonSOLE
69370C100PTCPTC INC$892,8730.19%4,856CommonSOLE
45687V106IRINGERSOLL RAND INC$857,0180.18%9,474CommonSOLE
46434G830EWIISHARES INC$847,3090.18%23,556CommonSOLE
571903202MARMARRIOTT INTL INC NEW$845,1880.18%3,030CommonSOLE
775711104ROLROLLINS INC$835,6440.18%18,029CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$832,8400.18%19,032CommonSOLE
493267108KEYKEYCORP$805,6140.17%47,002CommonSOLE
464286806EWGISHARES INC$800,9090.17%25,170CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$800,2480.17%2,072CommonSOLE
46435G334EWUISHARES TR$800,1420.17%23,603CommonSOLE
540424108LLOEWS CORP$798,0340.17%9,423CommonSOLE
464286608EZUISHARES INC$788,8540.17%16,713CommonSOLE
053332102AZOAUTOZONE INC$787,6920.17%246CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$764,2200.16%14,189CommonSOLE
G7S00T104PNRPENTAIR PLC$762,8510.16%7,580CommonSOLE
464286756EWDISHARES INC$762,1290.16%20,416CommonSOLE
57060D108MKTXMARKETAXESS HLDGS INC$760,1730.16%3,363CommonSOLE
751212101RLRALPH LAUREN CORP$755,3050.16%3,270CommonSOLE
45337C102INCYINCYTE CORP$749,6860.16%10,854CommonSOLE
67066G104NVDANVIDIA CORPORATION$739,4010.16%5,506CommonSOLE
46429B523EDENISHARES TR$726,5390.16%6,830CommonSOLE
69331C108PCGPG&E CORP$726,4600.16%35,999CommonSOLE
11135F101AVGOBROADCOM INC$723,1090.15%3,119CommonSOLE
81369Y860XLRESELECT SECTOR SPDR TR$708,4710.15%17,420CommonSOLE
74736L109QTWOQ2 HLDGS INC$693,3780.15%6,889CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$690,9120.15%4,796CommonSOLE
02376R102AALAMERICAN AIRLS GROUP INC$688,9380.15%39,526CommonSOLE
929160109VMCVULCAN MATLS CO$681,1450.15%2,648CommonSOLE
608190104MHKMOHAWK INDS INC$680,3510.15%5,711CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$672,4930.14%7,282CommonSOLE
464287481IWPISHARES TR$670,2540.14%5,288CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$666,3130.14%7,720CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$662,0390.14%1,644CommonSOLE
277432100EMNEASTMAN CHEM CO$660,1520.14%7,229CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$660,0870.14%1,278CommonSOLE
64110D104NTAPNETAPP INC$647,0300.14%5,574CommonSOLE
418056107HASHASBRO INC$638,6040.14%11,422CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$631,7340.14%6,949CommonSOLE
65249B208NWSNEWS CORP NEW$621,2890.13%20,417CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$616,8460.13%3,438CommonSOLE
35137L105FOXAFOX CORP$609,0960.13%12,538CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$606,3930.13%6,789CommonSOLE
03076C106AMPAMERIPRISE FINL INC$598,9840.13%1,125CommonSOLE
918204108VFCV F CORP$597,0390.13%27,821CommonSOLE
893641100TDGTRANSDIGM GROUP INC$589,2850.13%465CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$585,6500.13%9,010CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$569,9800.12%1,092CommonSOLE
931142103WMTWALMART INC$568,7530.12%6,295CommonSOLE
090572207BIOBIO RAD LABS INC$568,6510.12%1,731CommonSOLE
758849103REGREGENCY CTRS CORP$566,8210.12%7,667CommonSOLE
65473P105NINISOURCE INC$565,6630.12%15,388CommonSOLE
032095101APHAMPHENOL CORP NEW$562,8920.12%8,105CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$551,6420.12%1,217CommonSOLE
45784P101PODDINSULET CORP$551,6410.12%2,113CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$542,7400.12%5,253CommonSOLE
534187109LNCLINCOLN NATL CORP IND$539,6720.12%17,019CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$538,6180.12%33,105CommonSOLE
629377508NRGNRG ENERGY INC$532,2080.11%5,899CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$531,9990.11%22,619CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$531,4950.11%7,022CommonSOLE
G0176J109ALLEALLEGION PLC$531,0840.11%4,064CommonSOLE
G29183103ETNEATON CORP PLC$530,3280.11%1,598CommonSOLE
369604301GEGE AEROSPACE$524,7210.11%3,146CommonSOLE
92826C839VVISA INC$509,4560.11%1,612CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$503,9590.11%2,039CommonSOLE
501044101KRKROGER CO$503,6310.11%8,236CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$501,5930.11%423CommonSOLE
81762P102NOWSERVICENOW INC$500,3770.11%472CommonSOLE
101121101BXPBXP INC$497,2450.11%6,687CommonSOLE
68389X105ORCLORACLE CORP$496,9200.11%2,982CommonSOLE
17275R102CSCOCISCO SYS INC$495,9780.11%8,378CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$494,1780.11%2,248CommonSOLE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$492,5900.11%2,057CommonSOLE
086516101BBYBEST BUY INC$491,7200.11%5,731CommonSOLE
313745101FRTFEDERAL RLTY INVT TR NEW$487,9900.10%4,359CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$487,5470.10%8,620CommonSOLE
778296103ROSTROSS STORES INC$487,3920.10%3,222CommonSOLE
398905109GPIGROUP 1 AUTOMOTIVE INC$485,9660.10%1,153CommonSOLE
969457100WMBWILLIAMS COS INC$485,0230.10%8,962CommonSOLE
00206R102TAT&T INC$483,4300.10%21,231CommonSOLE
695156109PKGPACKAGING CORP AMER$483,3540.10%2,147CommonSOLE
92276F100VTRVENTAS INC$480,2480.10%8,155CommonSOLE
532457108LLYELI LILLY & CO$474,7800.10%615CommonSOLE
221006109CRVLCORVEL CORP$472,9660.10%4,251CommonSOLE
297178105ESSESSEX PPTY TR INC$471,8320.10%1,653CommonSOLE
884903808TRI4EURTHOMSON REUTERS CORP$466,0640.10%2,906CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$462,7960.10%1,253CommonSOLE
816850101SMTCSEMTECH CORP$462,7000.10%7,481CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$462,1780.10%2,540CommonSOLE
031100100AMEAMETEK INC$460,9250.10%2,557CommonSOLE
358039105FRPTFRESHPET INC$459,1410.10%3,100CommonSOLE
743315103PGRPROGRESSIVE CORP$455,7380.10%1,902CommonSOLE
133131102CPTCAMDEN PPTY TR$455,6890.10%3,927CommonSOLE
526057104LENLENNAR CORP$449,3390.10%3,295CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$448,3930.10%22,121CommonSOLE
911922102USLMUNITED STS LIME & MINERALS I$446,6700.10%3,365CommonSOLE
681116109OLLIOLLIES BARGAIN OUTLET HLDGS$435,7380.09%3,971CommonSOLE
037833100AAPLAPPLE INC$434,9800.09%1,737CommonSOLE
958102105WDCWESTERN DIGITAL CORP$433,5100.09%7,270CommonSOLE
05464C101AXONAXON ENTERPRISE INC$429,0990.09%722CommonSOLE
750491102RDNTRADNET INC$422,0430.09%6,043CommonSOLE
882508104TXNTEXAS INSTRS INC$420,0220.09%2,240CommonSOLE
45867G101IDCCINTERDIGITAL INC$419,5980.09%2,166CommonSOLE
46434G772EWTISHARES INC$419,3080.09%8,101CommonSOLE
46434G814EWMISHARES INC$416,8380.09%16,993CommonSOLE
74276L105PRCTPROCEPT BIOROBOTICS CORP$410,0080.09%5,092CommonSOLE
464287184FXIISHARES TR$406,4960.09%13,354CommonSOLE
705573103PEGAPEGASYSTEMS INC$401,5990.09%4,309CommonSOLE
464289842EPUISHARES TR$399,7250.09%10,091CommonSOLE
86333M108LRNSTRIDE INC$399,5070.09%3,844CommonSOLE
46137R109IMVPINVESCO INDIA EXCHANGE-TRADE$393,0180.08%15,251CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$385,1960.08%2,800CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$366,1710.08%1,803CommonSOLE
01644J108ALKTALKAMI TECHNOLOGY INC$359,3910.08%9,798CommonSOLE
30069T101EEEXCELERATE ENERGY INC$341,8860.07%11,302CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$335,9300.07%590CommonSOLE
056525108BMIBADGER METER INC$327,0890.07%1,542CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$325,4980.07%1,455CommonSOLE
141788109CARGCARGURUS INC$322,7580.07%8,833CommonSOLE
69753M105PLMRPALOMAR HLDGS INC$317,5090.07%3,007CommonSOLE
615394202MOG/AMOOG INC$316,5190.07%1,608CommonSOLE
629209305NMIHNMI HLDGS INC$316,0620.07%8,598CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$304,0580.07%11,097CommonSOLE
004239109AKRACADIA RLTY TR$297,1200.06%12,298CommonSOLE
42234Q102HTLFEURHEARTLAND FINL USA INC$294,2640.06%4,800CommonSOLE
G2717B108CUSHMAN WAKEFIELD PLC$291,9460.06%22,320CommonSOLE
896522109TRNTRINITY INDS INC$291,7860.06%8,313CommonSOLE
296315104ESEESCO TECHNOLOGIES INC$286,1350.06%2,148CommonSOLE
70932M107PFSIPENNYMAC FINL SVCS INC NEW$283,6430.06%2,777CommonSOLE
95040Q104WELLWELLTOWER INC$282,0550.06%2,238CommonSOLE
803054204SAPSAP SE$276,4940.06%1,123CommonSOLE
320209109FFBCFIRST FINL BANCORP OH$273,1010.06%10,160CommonSOLE
74386T105PFSPROVIDENT FINL SVCS INC$267,6520.06%14,184CommonSOLE
69007J106OUTFRONT MEDIA INC$267,2000.06%15,062CommonSOLE
192108504CDECOEUR MNG INC$266,5120.06%46,593CommonSOLE
854231107SXISTANDEX INTL CORP$263,0950.06%1,407CommonSOLE
671044105OSISOSI SYSTEMS INC$258,1770.06%1,542CommonSOLE
55305B101MHOM/I HOMES INC$252,2060.05%1,897CommonSOLE
74366E102PTGXPROTAGONIST THERAPEUTICS INC$250,8230.05%6,498CommonSOLE
91704F104UEURBAN EDGE PPTYS$245,4660.05%11,417CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$243,4680.05%3,572CommonSOLE
742718109PGPROCTER AND GAMBLE CO$241,2480.05%1,439CommonSOLE
700658107PRKPARK NATL CORP$231,6020.05%1,351CommonSOLE
05964H105SANBANCO SANTANDER S.A.$228,8980.05%50,197CommonSOLE
404280406HSBCHSBC HLDGS PLC$228,7030.05%4,624CommonSOLE
780087102RYROYAL BK CDA$226,9200.05%1,883CommonSOLE
404251100HNIHNI CORP$226,7150.05%4,501CommonSOLE
N3167Y103RACEFERRARI N V$223,0410.05%525CommonSOLE
00847X104AGIOAGIOS PHARMACEUTICALS INC$221,8710.05%6,752CommonSOLE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$220,5980.05%10,009CommonSOLE
58733R102MELIMERCADOLIBRE INC$219,3570.05%129CommonSOLE
256135203RDYDR REDDYS LABS LTD$219,2600.05%13,886CommonSOLE
759530108RELXRELX PLC$218,1070.05%4,802CommonSOLE
968223206WLYWILEY JOHN & SONS INC$213,7420.05%4,890CommonSOLE
93627C101HCCWARRIOR MET COAL INC$212,5670.05%3,919CommonSOLE
456837103INGING GROEP N.V.$209,6800.04%13,381CommonSOLE
44925C103ICFIICF INTL INC$206,8290.04%1,735CommonSOLE
0076CA104AEGAEGON LTD$199,2590.04%33,830CommonSOLE
D18190898DBDEUTSCHE BANK A G$197,0810.04%11,559CommonSOLE
904767704UNILEVER PLC$196,6360.04%3,468CommonSOLE
83001C108FUNSIX FLAGS ENTERTAINMENT CORP$194,8320.04%4,043CommonSOLE
06738E204BCSBARCLAYS PLC$194,3660.04%14,625CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$190,3150.04%2,421CommonSOLE
858119100STLDSTEEL DYNAMICS INC$185,5920.04%1,627CommonSOLE
000899104ADMAADMA BIOLOGICS INC$185,4090.04%10,811CommonSOLE
81369Y100XLBSELECT SECTOR SPDR TR$184,1820.04%2,189CommonSOLE
902673102UFPTUFP TECHNOLOGIES INC$173,1130.04%708CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$167,0580.04%7,207CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$155,0060.03%1,987CommonSOLE
808524862SCHOSCHWAB STRATEGIC TR$154,4650.03%6,420CommonSOLE
199908104FIXCOMFORT SYS USA INC$122,1290.03%288CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$113,6270.02%194CommonSOLE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$94,7040.02%3,590CommonSOLE
465741106ITRIITRON INC$93,8130.02%864CommonSOLE
45826H109ITGRINTEGER HLDGS CORP$91,8360.02%693CommonSOLE
808524508SCHMSCHWAB STRATEGIC TR$79,0290.02%2,852CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$70,4100.02%300CommonSOLE
464287655IWMISHARES TR$69,9800.01%317CommonSOLE
44951W106IESCIES HLDGS INC$67,5230.01%336CommonSOLE
46436E718SGOVISHARES TR$66,0110.01%658CommonSOLE
536797103LADLITHIA MTRS INC$65,0520.01%182CommonSOLE
464288414MUBISHARES TR$45,4970.01%427CommonSOLE
88160R101TSLATESLA INC$44,8260.01%111CommonSOLE
808524607SCHASCHWAB STRATEGIC TR$44,4790.01%1,720CommonSOLE
126402106CSWCSW INDUSTRIALS INC$38,8080.01%110CommonSOLE
92645B103VCTRVICTORY CAP HLDGS INC$37,5090.01%573CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$36,6110.01%107CommonSOLE
254687106DISDISNEY WALT CO$35,7430.01%321CommonSOLE
92840M102VSTVISTRA CORP$34,6050.01%251CommonSOLE
21924U300CRFCORNERSTONE TOTAL RETURN FD$32,0230.01%3,685CommonSOLE
433323102HIFSHINGHAM INSTN SVGS MASS$31,7680.01%125CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$28,7180.01%226CommonSOLE
231561101CWCURTISS WRIGHT CORP$26,6150.01%75CommonSOLE
783549108RRYDER SYS INC$26,5090.01%169CommonSOLE
624756102MLIMUELLER INDS INC$26,4270.01%333CommonSOLE
929042109VNOVORNADO RLTY TR$25,8970.01%616CommonSOLE
29977A105EVREVERCORE INC$25,7790.01%93CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$25,4370.01%23CommonSOLE
36251C103GMS1EURGMS INC$25,0250.01%295CommonSOLE
526107107LIILENNOX INTL INC$24,9810.01%41CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$24,9100.01%141CommonSOLE
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$24,6470.01%535CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$24,5670.01%75CommonSOLE
09739D100BCCBOISE CASCADE CO DEL$24,0100.01%202CommonSOLE
34354P105FLSFLOWSERVE CORP$23,8710.01%415CommonSOLE
256163106DOCUDOCUSIGN INC$23,6540.01%263CommonSOLE
19247G107COHRCOHERENT CORP$23,3980.01%247CommonSOLE
969904101WSMWILLIAMS SONOMA INC$23,3330.00%126CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$23,2410.00%86CommonSOLE
29084Q100EMEEMCOR GROUP INC$23,1490.00%51CommonSOLE
912008109USFDUS FOODS HLDG CORP$22,7340.00%337CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$22,6120.00%203CommonSOLE
184496107CLHCLEAN HARBORS INC$22,3240.00%97CommonSOLE
74164M108PRIPRIMERICA INC$21,9850.00%81CommonSOLE
983793100XPOXPO INC$21,6400.00%165CommonSOLE
680223104ORIOLD REP INTL CORP$21,0990.00%583CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP CO$20,9680.00%248CommonSOLE
74935Q107RBARB GLOBAL INC$20,9290.00%232CommonSOLE
683344105ONTOONTO INNOVATION INC$20,8340.00%125CommonSOLE
690742101OCOWENS CORNING NEW$20,7790.00%122CommonSOLE
122017106BURLBURLINGTON STORES INC$20,5240.00%72CommonSOLE
497266106KEXKIRBY CORP$20,4190.00%193CommonSOLE
00766T100ACMAECOM$20,4030.00%191CommonSOLE
452327109ILMNILLUMINA INC$20,3120.00%152CommonSOLE
650111107NYTNEW YORK TIMES CO$20,3000.00%390CommonSOLE
889478103TOLTOLL BROTHERS INC$20,2780.00%161CommonSOLE
163072101CAKECHEESECAKE FACTORY INC$20,1620.00%425CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$19,9980.00%79CommonSOLE
27579R104EWBCEAST WEST BANCORP INC$19,7270.00%206CommonSOLE
88162G103TTEKTETRA TECH INC NEW$19,7210.00%495CommonSOLE
G3198U102ESNTESSENT GROUP LTD$19,4900.00%358CommonSOLE
759351604RGAREINSURANCE GRP OF AMERICA I$19,4400.00%91CommonSOLE
942622200WSOWATSCO INC$19,4290.00%41CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$19,4060.00%55CommonSOLE
90278Q108UFPIUFP INDUSTRIES INC$19,3760.00%172CommonSOLE
749685103RPMRPM INTL INC$19,3200.00%157CommonSOLE
45073V108ITTITT INC$19,2890.00%135CommonSOLE
147528103CASYCASEYS GEN STORES INC$19,0190.00%48CommonSOLE
127190304CACICACI INTL INC$18,5870.00%46CommonSOLE
142339100CSLCARLISLE COS INC$18,4420.00%50CommonSOLE
48282T104KAIKADANT INC$18,2840.00%53CommonSOLE
12514G108CDWCDW CORP$17,4040.00%100CommonSOLE
875465106SKTTANGER INC$17,0310.00%499CommonSOLE
759509102RSRELIANCE INC$16,9630.00%63CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$16,6930.00%33CommonSOLE
02079K305GOOGLALPHABET INC$16,0910.00%85CommonSOLE
808625107SAICSCIENCE APPLICATIONS INTL CO$15,7610.00%141CommonSOLE
922908363VOOVANGUARD INDEX FDS$15,6250.00%29CommonSOLE
88033G407THCTENET HEALTHCARE CORP$15,4000.00%122CommonSOLE
09258A107BITBLACKROCK MULTI SECTOR INC T$14,6000.00%1,000CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$13,9440.00%121CommonSOLE
G54950103LINLINDE PLC$13,8160.00%33CommonSOLE
94106L109WMWASTE MGMT INC DEL$13,3180.00%66CommonSOLE
464287499IWRISHARES TR$13,1720.00%149CommonSOLE
053807103AVTAVNET INC$12,5570.00%240CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$12,0020.00%41CommonSOLE
911363109URIUNITED RENTALS INC$11,2710.00%16CommonSOLE
482480100KLACKLA CORP$10,0820.00%16CommonSOLE
314211103FHIFEDERATED HERMES INC$9,2500.00%225CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$8,1770.00%442CommonSOLE
00287Y109ABBVABBVIE INC$7,6410.00%43CommonSOLE
235851102DHRDANAHER CORPORATION$7,5750.00%33CommonSOLE
437076102HDHOME DEPOT INC$7,0020.00%18CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$6,7450.00%28CommonSOLE
949746101WMT2WELLS FARGO CO NEW$6,6730.00%95CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$6,5670.00%84CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$6,5520.00%50CommonSOLE
166764100CVXCHEVRON CORP NEW$6,2280.00%43CommonSOLE
052769106ADSKAUTODESK INC$5,9110.00%20CommonSOLE
580135101MCDMCDONALDS CORP$5,7980.00%20CommonSOLE
78409V104SPGIS&P GLOBAL INC$5,4780.00%11CommonSOLE
747525103QCOMQUALCOMM INC$5,0690.00%33CommonSOLE
713448108PEPPEPSICO INC$4,8660.00%32CommonSOLE
032654105ADIANALOG DEVICES INC$4,6740.00%22CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$4,1840.00%37CommonSOLE
09260D107BXBLACKSTONE INC$4,1380.00%24CommonSOLE
902973304USBUS BANCORP DEL$3,8740.00%81CommonSOLE
701094104PHPARKER-HANNIFIN CORP$3,8160.00%6CommonSOLE
654106103NKENIKE INC$3,7080.00%49CommonSOLE
L44385109GLOBGLOBANT S A$3,6450.00%17CommonSOLE
438516106HONHONEYWELL INTL INC$3,6140.00%16CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$3,4790.00%87CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$3,4360.00%6CommonSOLE
77543R102ROKUROKU INC$3,3450.00%45CommonSOLE
872540109TJXTJX COS INC NEW$3,1410.00%26CommonSOLE
29250N105ENBENBRIDGE INC$2,9280.00%69CommonSOLE
78463V107GLDSPDR GOLD TR$2,9060.00%12CommonSOLE
78464A391EBNDSPDR SER TR$2,7930.00%143CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$2,7490.00%31CommonSOLE
46137V431SPGPINVESCO EXCHANGE TRADED FD T$2,6220.00%25CommonSOLE
464287630IWNISHARES TR$2,4630.00%15CommonSOLE
90384S303ULTAULTA BEAUTY INC$2,1750.00%5CommonSOLE
81211K100SDASEALED AIR CORP NEW$2,0300.00%60CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$1,7790.00%36CommonSOLE
75513E101RTXRTX CORPORATION$1,7360.00%15CommonSOLE
464287242LQDISHARES TR$1,7090.00%16CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$1,6900.00%16CommonSOLE
688239201OSKOSHKOSH CORP$1,5210.00%16CommonSOLE
464288281EMBISHARES TR$1,5140.00%17CommonSOLE
46435U853USHYISHARES TR$1,4720.00%40CommonSOLE
191216100KOCOCA COLA CO$1,4320.00%23CommonSOLE
H1467J104CBCHUBB LIMITED$1,3820.00%5CommonSOLE
46429B655FLOTISHARES TR$1,2720.00%25CommonSOLE
92338C103VLTOVERALTO CORP$1,1200.00%11CommonSOLE
G0403H108AONAON PLC$1,0770.00%3CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$1,0760.00%14CommonSOLE
11271J107BNBROOKFIELD CORP$1,0340.00%18CommonSOLE
478160104JNJJOHNSON & JOHNSON$1,0120.00%7CommonSOLE
37959E102GLGLOBE LIFE INC$1,0040.00%9CommonSOLE
40434L105HPQHP INC$9790.00%30CommonSOLE
88076W103TDCTERADATA CORP DEL$9350.00%30CommonSOLE
872590104TMUST-MOBILE US INC$8830.00%4CommonSOLE
244199105DEDEERE & CO$8470.00%2CommonSOLE
02005N100ALLYALLY FINL INC$7920.00%22CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$7820.00%74CommonSOLE
172967424CCITIGROUP INC$5630.00%8CommonSOLE
126650100CVSCVS HEALTH CORP$5390.00%12CommonSOLE
63001N106NATLNCR ATLEOS CORPORATION$5090.00%15CommonSOLE
500754106KHCKRAFT HEINZ CO$4910.00%16CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$4380.00%4CommonSOLE
62886E108VYXNCR VOYIX CORPORATION$4150.00%30CommonSOLE
37940X102GPNGLOBAL PMTS INC$3360.00%3CommonSOLE
609207105MDLZMONDELEZ INTL INC$2990.00%5CommonSOLE
464287432TLTISHARES TR$2620.00%3CommonSOLE
59564R807BIODEXA PHARMACEUTICALS PLC$1620.00%40CommonSOLE
458140100INTCINTEL CORP$1000.00%5CommonSOLE
92857W308VODVODAFONE GROUP PLC NEW$760.00%9CommonSOLE
98888T107ZIMVZIMVIE INC$140.00%1CommonSOLE

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.