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CONTRAVISORY INVESTMENT MANAGEMENT, INC.

Q1 2025 · 13F-HR

CONTRAVISORY INVESTMENT MANAGEMENT, INC.holdings as filed

Filed 2025-04-10 · accession 0001580642-25-002299

$474.8M
Reported value
373
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
L8681T102SPOTSPOTIFY TECHNOLOGY S A$13.9M2.92%25,191CommonSOLE
64110L106NFLXNETFLIX INC$13.3M2.81%14,299CommonSOLE
172908105CTASCINTAS CORP$11.1M2.34%53,962CommonSOLE
337738108FISVFISERV INC$10.8M2.28%49,016CommonSOLE
H42097107UBSUBS GROUP AG$10.7M2.24%347,860CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$10.5M2.21%42,847CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$10.2M2.16%10,823CommonSOLE
001055102AFLAFLAC INC$10.2M2.15%91,612CommonSOLE
037833100AAPLAPPLE INC$9.9M2.09%44,564CommonSOLE
060505104BACBANK AMERICA CORP$9.8M2.07%235,025CommonSOLE
05550J101BJBJS WHSL CLUB HLDGS INC$9.8M2.07%85,933CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$9.7M2.04%17,700CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$9.4M1.97%56,394CommonSOLE
219948106CPAYCORPAY INC$9.3M1.96%26,679CommonSOLE
530307305LBRDKLIBERTY BROADBAND CORP$9.3M1.96%109,181CommonSOLE
682680103OKEONEOK INC NEW$9.3M1.95%93,456CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$9.2M1.93%20,970CommonSOLE
125896100CMSCMS ENERGY CORP$9.1M1.92%121,399CommonSOLE
30303M102METAMETA PLATFORMS INC$9.0M1.89%15,570CommonSOLE
023135106AMZNAMAZON COM INC$8.8M1.86%46,305CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$8.6M1.82%172,122CommonSOLE
025816109AXPAMERICAN EXPRESS CO$8.5M1.79%31,550CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$8.3M1.75%135,859CommonSOLE
253868103DLRDIGITAL RLTY TR INC$8.2M1.73%57,369CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$8.2M1.72%41,826CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$8.1M1.72%46,363CommonSOLE
863667101SYKSTRYKER CORPORATION$8.0M1.69%21,525CommonSOLE
217204106CPRTCOPART INC$7.8M1.65%138,056CommonSOLE
02079K107GOOGALPHABET INC$7.8M1.65%50,004CommonSOLE
316773100FITBFIFTH THIRD BANCORP$7.8M1.64%198,595CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$7.5M1.57%34,764CommonSOLE
98389B100XELXCEL ENERGY INC$7.4M1.57%105,171CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$7.4M1.56%24,219CommonSOLE
714046109RVTYREVVITY INC$7.2M1.52%68,194CommonSOLE
79589L106IOTSAMSARA INC$7.1M1.49%184,912CommonSOLE
29476L107EQREQUITY RESIDENTIAL$7.1M1.49%98,767CommonSOLE
594918104MSFTMICROSOFT CORP$7.0M1.48%18,700CommonSOLE
G8068L108SNSHARKNINJA INC$6.9M1.44%82,137CommonSOLE
65339F101NEENEXTERA ENERGY INC$6.2M1.31%87,486CommonSOLE
532457108LLYELI LILLY & CO$2.5M0.53%3,038CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$1.9M0.40%5,466CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$1.7M0.37%18,565CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$1.6M0.34%32,630CommonSOLE
03073E105CORCENCORA INC$1.5M0.31%5,342CommonSOLE
443201108HWMHOWMET AEROSPACE INC$1.4M0.29%10,702CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$1.3M0.28%13,860CommonSOLE
87612G101TRGPTARGA RES CORP$1.3M0.28%6,517CommonSOLE
H2906T109GRMNGARMIN LTD$1.3M0.27%6,002CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$1.2M0.26%6,005CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.2M0.25%2,245CommonSOLE
929740108WABWABTEC$1.1M0.24%6,328CommonSOLE
00206R102TAT&T INC$1.1M0.24%40,242CommonSOLE
74762E102QUREQUANTA SVCS INC$1.1M0.23%4,385CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$1.1M0.22%4,638CommonSOLE
00287Y109ABBVABBVIE INC$1.0M0.22%4,910CommonSOLE
46434G830EWIISHARES INC$1.0M0.22%24,235CommonSOLE
384802104GWWGRAINGER W W INC$1.0M0.22%1,035CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$1.0M0.21%4,010CommonSOLE
464287465EFAISHARES TR$1.0M0.21%12,313CommonSOLE
040413205ANETARISTA NETWORKS INC$999,2600.21%12,897CommonSOLE
278865100ECLECOLAB INC$980,3620.21%3,867CommonSOLE
775711104ROLROLLINS INC$975,1870.21%18,049CommonSOLE
053332102AZOAUTOZONE INC$968,4460.20%254CommonSOLE
464286806EWGISHARES INC$966,4530.20%26,064CommonSOLE
751212101RLRALPH LAUREN CORP$945,8710.20%4,285CommonSOLE
80105N105SNYSANOFI$940,6020.20%16,960CommonSOLE
23918K108DVADAVITA INC$932,6580.20%6,097CommonSOLE
46284V101IRMIRON MTN INC DEL$927,0810.20%10,775CommonSOLE
464286608EZUISHARES INC$922,6100.19%17,326CommonSOLE
46435G334EWUISHARES TR$919,2520.19%24,533CommonSOLE
806857108SLBSCHLUMBERGER LTD$913,5390.19%21,855CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$908,0030.19%4,156CommonSOLE
46434G780EWSISHARES INC$899,7910.19%37,870CommonSOLE
23325P104DNPDNP SELECT INCOME FD INC$895,0450.19%90,500CommonSOLE
464286756EWDISHARES INC$892,4330.19%21,208CommonSOLE
989701107ZIONZIONS BANCORPORATION N A$891,7460.19%17,885CommonSOLE
37959E102GLGLOBE LIFE INC$888,0560.19%6,742CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$883,3890.19%3,620CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$881,5430.19%4,291CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$873,0440.18%19,247CommonSOLE
30034W106EVRGEVERGY INC$866,2190.18%12,563CommonSOLE
540424108LLOEWS CORP$860,6450.18%9,364CommonSOLE
303250104FICOFAIR ISAAC CORP$855,6900.18%464CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$851,4000.18%4,098CommonSOLE
366651107ITGARTNER INC$851,2330.18%2,028CommonSOLE
464287234EEMISHARES TR$839,6960.18%19,215CommonSOLE
45784P101PODDINSULET CORP$836,6750.18%3,186CommonSOLE
501044101KRKROGER CO$835,0920.18%12,337CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$833,2600.18%3,351CommonSOLE
460146103IPINTERNATIONAL PAPER CO$820,9500.17%15,388CommonSOLE
149123101CATCATERPILLAR INC$819,5530.17%2,485CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$809,4030.17%19,756CommonSOLE
493267108KEYKEYCORP$785,1410.17%49,102CommonSOLE
571903202MARMARRIOTT INTL INC NEW$783,2020.16%3,288CommonSOLE
45687V106IRINGERSOLL RAND INC$756,6840.16%9,455CommonSOLE
69370C100PTCPTC INC$753,8320.16%4,865CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$735,5390.15%3,725CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$716,1950.15%9,083CommonSOLE
G7S00T104PNRPENTAIR PLC$714,9740.15%8,173CommonSOLE
G491BT108IVZINVESCO LTD$709,8800.15%46,795CommonSOLE
35137L105FOXAFOX CORP$701,2170.15%12,389CommonSOLE
45337C102INCYINCYTE CORP$688,1510.14%11,365CommonSOLE
464287481IWPISHARES TR$654,8890.14%5,574CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$644,6610.14%450CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$640,8880.13%14,223CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$630,6010.13%6,251CommonSOLE
369604301GEGE AEROSPACE$620,2650.13%3,099CommonSOLE
65249B208NWSNEWS CORP NEW$617,3310.13%20,327CommonSOLE
929160109VMCVULCAN MATLS CO$614,9790.13%2,636CommonSOLE
65473P105NINISOURCE INC$613,9380.13%15,314CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$611,4420.13%4,665CommonSOLE
92343E102VRSNVERISIGN INC$609,5420.13%2,401CommonSOLE
002824100ABTABBOTT LABS$608,7310.13%4,589CommonSOLE
534187109LNCLINCOLN NATL CORP IND$606,6280.13%16,893CommonSOLE
375558103GILDGILEAD SCIENCES INC$589,4950.12%5,261CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$586,0290.12%2,074CommonSOLE
29414B104EPAMEPAM SYS INC$584,6930.12%3,463CommonSOLE
67066G104NVDANVIDIA CORPORATION$583,3010.12%5,382CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$577,3130.12%3,445CommonSOLE
018802108LNTALLIANT ENERGY CORP$571,1710.12%8,876CommonSOLE
758849103REGREGENCY CTRS CORP$563,8210.12%7,644CommonSOLE
81369Y860XLRESELECT SECTOR SPDR TR$562,5900.12%13,443CommonSOLE
92276F100VTRVENTAS INC$559,9810.12%8,144CommonSOLE
92826C839VVISA INC$558,2830.12%1,593CommonSOLE
629377508NRGNRG ENERGY INC$557,7730.12%5,843CommonSOLE
743315103PGRPROGRESSIVE CORP$549,0390.12%1,940CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$544,0330.11%3,726CommonSOLE
501889208LKQLKQ CORP$543,7040.11%12,781CommonSOLE
969457100WMBWILLIAMS COS INC$542,0830.11%9,071CommonSOLE
369550108GDGENERAL DYNAMICS CORP$539,7080.11%1,980CommonSOLE
931142103WMTWALMART INC$539,2940.11%6,143CommonSOLE
75513E101RTXRTX CORPORATION$539,1120.11%4,070CommonSOLE
03076C106AMPAMERIPRISE FINL INC$537,8460.11%1,111CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$537,8050.11%5,252CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$537,1170.11%8,824CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$531,9200.11%1,074CommonSOLE
032095101APHAMPHENOL CORP NEW$529,8360.11%8,078CommonSOLE
872590104TMUST-MOBILE US INC$524,6190.11%1,967CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$523,6850.11%6,207CommonSOLE
17275R102CSCOCISCO SYS INC$517,7470.11%8,390CommonSOLE
343412102FLRFLUOR CORP NEW$513,3010.11%14,330CommonSOLE
11135F101AVGOBROADCOM INC$511,3310.11%3,054CommonSOLE
303075105FDSFACTSET RESH SYS INC$507,8330.11%1,117CommonSOLE
297178105ESSESSEX PPTY TR INC$507,3730.11%1,655CommonSOLE
876030107TPRTAPESTRY INC$501,7420.11%7,126CommonSOLE
49446R109KIMKIMCO RLTY CORP$500,4990.11%23,564CommonSOLE
884903808TRI4EURTHOMSON REUTERS CORP$497,7790.10%2,881CommonSOLE
464287184FXIISHARES TR$495,1650.10%13,816CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$492,3730.10%32,803CommonSOLE
64110D104NTAPNETAPP INC$490,7620.10%5,587CommonSOLE
143130102KMXCARMAX INC$490,0390.10%6,289CommonSOLE
191216100KOCOCA COLA CO$489,1650.10%6,830CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$488,5560.10%22,483CommonSOLE
57060D108MKTXMARKETAXESS HLDGS INC$484,8400.10%2,241CommonSOLE
133131102CPTCAMDEN PPTY TR$481,6170.10%3,938CommonSOLE
74736L109QTWOQ2 HLDGS INC$478,3800.10%5,979CommonSOLE
221006109CRVLCORVEL CORP$472,0660.10%4,216CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$471,2720.10%8,902CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$469,4360.10%2,063CommonSOLE
464289842EPUISHARES TR$459,8360.10%10,477CommonSOLE
86333M108LRNSTRIDE INC$455,9060.10%3,604CommonSOLE
101121101BXPBXP INC$449,8370.09%6,695CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$449,3830.09%11,633CommonSOLE
806407102HSICHENRY SCHEIN INC$447,8560.09%6,539CommonSOLE
031100100AMEAMETEK INC$441,7110.09%2,566CommonSOLE
36242H104XGDVXGABELLI DIVID & INCOME TR$441,5790.09%18,300CommonSOLE
125269100CFCF INDS HLDGS INC$437,0930.09%5,593CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$436,3260.09%2,557CommonSOLE
G29183103ETNEATON CORP PLC$428,6760.09%1,577CommonSOLE
918204108VFCV F CORP$427,4050.09%27,539CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$427,2150.09%1,268CommonSOLE
68389X105ORCLORACLE CORP$425,3020.09%3,042CommonSOLE
695156109PKGPACKAGING CORP AMER$422,7730.09%2,135CommonSOLE
45867G101IDCCINTERDIGITAL INC$422,3900.09%2,043CommonSOLE
090572207BIOBIO RAD LABS INC$421,3590.09%1,730CommonSOLE
02376R102AALAMERICAN AIRLS GROUP INC$413,1270.09%39,159CommonSOLE
778296103ROSTROSS STORES INC$410,8450.09%3,215CommonSOLE
46434G814EWMISHARES INC$409,9470.09%17,762CommonSOLE
69753M105PLMRPALOMAR HLDGS INC$404,1120.09%2,948CommonSOLE
398905109GPIGROUP 1 AUTOMOTIVE INC$402,5750.08%1,054CommonSOLE
46434G772EWTISHARES INC$401,2530.08%8,451CommonSOLE
46982L108JJACOBS SOLUTIONS INC$400,3880.08%3,312CommonSOLE
904767704UNILEVER PLC$396,3650.08%6,656CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$395,8540.08%4,847CommonSOLE
81762P102NOWSERVICENOW INC$378,1670.08%475CommonSOLE
95040Q104WELLWELLTOWER INC$360,8100.08%2,355CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$359,9630.08%12,617CommonSOLE
296315104ESEESCO TECHNOLOGIES INC$340,0390.07%2,137CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$323,9640.07%2,450CommonSOLE
05464C101AXONAXON ENTERPRISE INC$319,2520.07%607CommonSOLE
30069T101EEEXCELERATE ENERGY INC$313,0710.07%10,916CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$308,6960.07%1,531CommonSOLE
629209305NMIHNMI HLDGS INC$295,5020.06%8,197CommonSOLE
22052L104CTVACORTEVA INC$294,1980.06%4,675CommonSOLE
671044105OSISOSI SYSTEMS INC$291,3160.06%1,499CommonSOLE
803054204SAPSAP SE$289,6470.06%1,079CommonSOLE
D18190898DBDEUTSCHE BANK A G$283,0290.06%11,877CommonSOLE
504922105LHLABCORP HOLDINGS INC$282,7790.06%1,215CommonSOLE
750491102RDNTRADNET INC$282,7580.06%5,687CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$280,6710.06%526CommonSOLE
404280406HSBCHSBC HLDGS PLC$273,4820.06%4,762CommonSOLE
615394202MOG/AMOOG INC$271,8130.06%1,568CommonSOLE
278642103EBAYEBAY INC.$268,8200.06%3,969CommonSOLE
192108504CDECOEUR MNG INC$268,2770.06%45,317CommonSOLE
009158106APDAIR PRODS & CHEMS INC$267,1980.06%906CommonSOLE
387328107GVAGRANITE CONSTR INC$265,4080.06%3,520CommonSOLE
320817109FRMEFIRST MERCHANTS CORP$265,2860.06%6,560CommonSOLE
03168L105AMRXAMNEAL PHARMACEUTICALS INC$263,5850.06%31,454CommonSOLE
811707801SBCFSEACOAST BKG CORP FLA$262,6000.06%10,206CommonSOLE
902788108UMBFUMB FINL CORP$259,9280.05%2,571CommonSOLE
58733R102MELIMERCADOLIBRE INC$259,4660.05%133CommonSOLE
292765104EPACENERPAC TOOL GROUP CORP$253,7730.05%5,657CommonSOLE
01644J108ALKTALKAMI TECHNOLOGY INC$252,1580.05%9,606CommonSOLE
004239109AKRACADIA RLTY TR$252,1120.05%12,034CommonSOLE
759530108RELXRELX PLC$250,4870.05%4,969CommonSOLE
320209109FFBCFIRST FINL BANCORP OH$249,5750.05%9,991CommonSOLE
742718109PGPROCTER AND GAMBLE CO$245,2340.05%1,439CommonSOLE
654902204NOKNOKIA CORP$244,1590.05%46,330CommonSOLE
141788109CARGCARGURUS INC$243,1770.05%8,348CommonSOLE
163072101CAKECHEESECAKE FACTORY INC$240,8670.05%4,950CommonSOLE
74386T105PFSPROVIDENT FINL SVCS INC$239,8820.05%13,971CommonSOLE
816850101SMTCSEMTECH CORP$239,5270.05%6,963CommonSOLE
420261109HWKNHAWKINS INC$236,7310.05%2,235CommonSOLE
69007J304OUTOUTFRONT MEDIA INC$232,9320.05%14,432CommonSOLE
N3167Y103RACEFERRARI N V$232,7670.05%544CommonSOLE
06738E204BCSBARCLAYS PLC$232,7650.05%15,154CommonSOLE
110448107BTIBRITISH AMERN TOB PLC$232,2100.05%5,613CommonSOLE
91704F104UEURBAN EDGE PPTYS$231,3250.05%12,175CommonSOLE
0076CA104AEGAEGON LTD$231,3020.05%35,099CommonSOLE
896522109TRNTRINITY INDS INC$229,5030.05%8,179CommonSOLE
30257X104FBKFB FINL CORP$227,9520.05%4,917CommonSOLE
700658107PRKPARK NATL CORP$224,9800.05%1,486CommonSOLE
28036F105EWTXEDGEWISE THERAPEUTICS INC$224,5980.05%10,209CommonSOLE
G2717B108CUSHMAN WAKEFIELD PLC$222,3570.05%21,757CommonSOLE
854231107SXISTANDEX INTL CORP$221,2660.05%1,371CommonSOLE
780087102RYROYAL BK CDA$220,4800.05%1,956CommonSOLE
02079K305GOOGLALPHABET INC$219,1250.05%1,417CommonSOLE
911922102USLMUNITED STS LIME & MINERALS I$218,2990.05%2,470CommonSOLE
867892101SHOSUNSTONE HOTEL INVS INC NEW$216,5710.05%23,015CommonSOLE
83410S108SOHUSOHU COM LTD$216,0410.05%16,404CommonSOLE
000899104ADMAADMA BIOLOGICS INC$213,4190.04%10,757CommonSOLE
294821608ERICTELEFONAKTIEBOLAGET LM ERICS$210,7150.04%27,154CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$199,9160.04%1,788CommonSOLE
404251100HNIHNI CORP$198,7320.04%4,481CommonSOLE
55955D100MGNIMAGNITE INC$193,1940.04%16,932CommonSOLE
875465106SKTTANGER INC$190,1700.04%5,628CommonSOLE
624756102MLIMUELLER INDS INC$187,2280.04%2,459CommonSOLE
78463V107GLDSPDR GOLD TR$185,5620.04%644CommonSOLE
20030N101CMCSACOMCAST CORP NEW$183,9470.04%4,985CommonSOLE
48282T104KAIKADANT INC$182,9420.04%543CommonSOLE
465741106ITRIITRON INC$179,2440.04%1,711CommonSOLE
45826H109ITGRINTEGER HLDGS CORP$166,7480.04%1,413CommonSOLE
126402106CSWCSW INDUSTRIALS INC$163,5430.03%561CommonSOLE
199908104FIXCOMFORT SYS USA INC$157,9420.03%490CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$156,8540.03%1,987CommonSOLE
808524862SCHOSCHWAB STRATEGIC TR$156,2630.03%6,420CommonSOLE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$153,5770.03%9,992CommonSOLE
681116109OLLIOLLIES BARGAIN OUTLET HLDGS$150,5700.03%1,294CommonSOLE
056525108BMIBADGER METER INC$148,7760.03%782CommonSOLE
44951W106IESCIES HLDGS INC$145,6270.03%882CommonSOLE
512807306LRCXLAM RESEARCH CORP$145,4000.03%2,000CommonSOLE
83001C108FUNSIX FLAGS ENTERTAINMENT CORP$144,2140.03%4,043CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$135,7480.03%6,148CommonSOLE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$132,2750.03%587CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$113,7540.02%203CommonSOLE
808524508SCHMSCHWAB STRATEGIC TR$104,8000.02%4,000CommonSOLE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$103,7670.02%3,495CommonSOLE
70932M107PFSIPENNYMAC FINL SVCS INC NEW$99,0090.02%989CommonSOLE
58933Y105MRKMERCK & CO INC$97,2100.02%1,083CommonSOLE
358039105FRPTFRESHPET INC$93,8990.02%1,129CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$71,0550.01%300CommonSOLE
205887102CAGCONAGRA BRANDS INC$69,3420.01%2,600CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$69,2990.01%454CommonSOLE
464287655IWMISHARES TR$66,4280.01%333CommonSOLE
705573103PEGAPEGASYSTEMS INC$58,3970.01%840CommonSOLE
536797103LADLITHIA MTRS INC$53,4240.01%182CommonSOLE
46436E718SGOVISHARES TR$52,6500.01%523CommonSOLE
808524607SCHASCHWAB STRATEGIC TR$51,5460.01%2,200CommonSOLE
354613101BENFRANKLIN RESOURCES INC$46,2000.01%2,400CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$37,7260.01%107CommonSOLE
92645B103VCTRVICTORY CAP HLDGS INC$35,8220.01%619CommonSOLE
433323102HIFSHINGHAM INSTN SVGS MASS$29,7250.01%125CommonSOLE
254687106DISDISNEY WALT CO$29,6100.01%300CommonSOLE
88160R101TSLATESLA INC$28,7670.01%111CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$26,5000.01%20CommonSOLE
21924U300CRFCORNERSTONE TOTAL RETURN FD$26,4580.01%3,685CommonSOLE
26603R106DUOLDUOLINGO INC$24,8430.01%80CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$24,4820.01%470CommonSOLE
92840M102VSTVISTRA CORP$24,0750.01%205CommonSOLE
231561101CWCURTISS WRIGHT CORP$23,7950.01%75CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$23,3480.00%141CommonSOLE
74935Q107RBARB GLOBAL INC$23,2700.00%232CommonSOLE
23345M107DTMDT MIDSTREAM INC$23,1550.00%240CommonSOLE
74164M108PRIPRIMERICA INC$23,0470.00%81CommonSOLE
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$23,0030.00%489CommonSOLE
680223104ORIOLD REP INTL CORP$22,8650.00%583CommonSOLE
03852U106ARMKARAMARK$22,5420.00%653CommonSOLE
320517105FHNFIRST HORIZON CORPORATION$22,3140.00%1,149CommonSOLE
035710839NLYANNALY CAPITAL MANAGEMENT IN$22,0970.00%1,088CommonSOLE
912008109USFDUS FOODS HLDG CORP$22,0600.00%337CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$21,5460.00%115CommonSOLE
256163106DOCUDOCUSIGN INC$21,4080.00%263CommonSOLE
023939101AMTMAMENTUM HOLDINGS INC$20,9300.00%1,150CommonSOLE
860630102SFSTIFEL FINL CORP$20,9260.00%222CommonSOLE
147528103CASYCASEYS GEN STORES INC$20,8340.00%48CommonSOLE
Y2573F102FLEXFLEX LTD$19,8810.00%601CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$19,5850.00%79CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP CO$19,5000.00%248CommonSOLE
29084Q100EMEEMCOR GROUP INC$18,8510.00%51CommonSOLE
29977A105EVREVERCORE INC$18,5740.00%93CommonSOLE
27579R104EWBCEAST WEST BANCORP INC$18,4910.00%206CommonSOLE
749685103RPMRPM INTL INC$18,1620.00%157CommonSOLE
759351604RGAREINSURANCE GRP OF AMERICA I$17,9180.00%91CommonSOLE
47233W109JEFJEFFERIES FINL GROUP INC$17,8390.00%333CommonSOLE
983793100XPOXPO INC$17,7510.00%165CommonSOLE
00766T100ACMAECOM$17,7110.00%191CommonSOLE
783549108RRYDER SYS INC$17,6890.00%123CommonSOLE
45073V108ITTITT INC$17,4370.00%135CommonSOLE
122017106BURLBURLINGTON STORES INC$17,1600.00%72CommonSOLE
36467W109GMEGAMESTOP CORP NEW$16,9860.00%761CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$16,9550.00%55CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$16,7910.00%75CommonSOLE
526107107LIILENNOX INTL INC$16,2640.00%29CommonSOLE
19247G107COHRCOHERENT CORP$16,0400.00%247CommonSOLE
12514G108CDWCDW CORP$16,0260.00%100CommonSOLE
922908363VOOVANGUARD INDEX FDS$14,9030.00%29CommonSOLE
929042109VNOVORNADO RLTY TR$14,7960.00%400CommonSOLE
942622200WSOWATSCO INC$14,7410.00%29CommonSOLE
09258A107BITBLACKROCK MULTI SECTOR INC T$14,4800.00%1,000CommonSOLE
34354P105FLSFLOWSERVE CORP$14,4570.00%296CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$14,3040.00%145CommonSOLE
184496107CLHCLEAN HARBORS INC$13,9940.00%71CommonSOLE
650111107NYTNEW YORK TIMES CO$13,1440.00%265CommonSOLE
690742101OCOWENS CORNING NEW$12,8540.00%90CommonSOLE
969904101WSMWILLIAMS SONOMA INC$12,3320.00%78CommonSOLE
889478103TOLTOLL BROTHERS INC$12,2480.00%116CommonSOLE
452327109ILMNILLUMINA INC$12,0600.00%152CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$11,0290.00%121CommonSOLE
911363109URIUNITED RENTALS INC$10,0270.00%16CommonSOLE
314211103FHIFEDERATED HERMES INC$9,1730.00%225CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$8,8810.00%449CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$7,4050.00%28CommonSOLE
418056107HASHASBRO INC$7,0710.00%115CommonSOLE
949746101WMT2WELLS FARGO CO NEW$6,8200.00%95CommonSOLE
78409V104SPGIS&P GLOBAL INC$5,5890.00%11CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$5,5470.00%39CommonSOLE
052769106ADSKAUTODESK INC$5,2360.00%20CommonSOLE
718172109PMPHILIP MORRIS INTL INC$3,6510.00%23CommonSOLE
701094104PHPARKER-HANNIFIN CORP$3,6470.00%6CommonSOLE
172967424CCITIGROUP INC$3,4790.00%49CommonSOLE
902973304USBUS BANCORP DEL$3,4200.00%81CommonSOLE
438516106HONHONEYWELL INTL INC$3,3880.00%16CommonSOLE
09260D107BXBLACKSTONE INC$3,3550.00%24CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$3,2780.00%6CommonSOLE
872540109TJXTJX COS INC NEW$3,1670.00%26CommonSOLE
617446448MSMORGAN STANLEY$3,1500.00%27CommonSOLE
46137V431SPGPINVESCO EXCHANGE TRADED FD T$2,4970.00%25CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$2,0040.00%31CommonSOLE
L44385109GLOBGLOBANT S A$2,0010.00%17CommonSOLE
90384S303ULTAULTA BEAUTY INC$1,8330.00%5CommonSOLE
81211K100SDASEALED AIR CORP NEW$1,7340.00%60CommonSOLE
G0403H108AONAON PLC$1,1970.00%3CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$1,1740.00%14CommonSOLE
478160104JNJJOHNSON & JOHNSON$1,1610.00%7CommonSOLE
11271J107BNBROOKFIELD CORP$9430.00%18CommonSOLE
244199105DEDEERE & CO$9390.00%2CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$7940.00%74CommonSOLE
88076W103TDCTERADATA CORP DEL$6740.00%30CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$4950.00%4CommonSOLE
63001N106NATLNCR ATLEOS CORPORATION$3960.00%15CommonSOLE
62886E108VYXNCR VOYIX CORPORATION$2930.00%30CommonSOLE
59564R807BIODEXA PHARMACEUTICALS PLC$530.00%40CommonSOLE
092528843HIMUBLACKROCK ETF TRUST II$20.00%0CommonSOLE

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.