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Catalyst Capital Advisors LLC

Q3 2025 · 13F-HR

Catalyst Capital Advisors LLCholdings as filed

Filed 2025-11-12 · accession 0001580642-25-007220

$4.96B
Reported value
443
Positions
2025-09-30
Period end
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The Brief · Catalyst Capital Advisors LLC · Q3 2025

AI · grounded in 13F

Catalyst Capital Advisors LLC established a new position in IWB worth $535.7M. The fund also initiated new stakes in IJH for $511.5M and IWM for $364.7M. Additional new positions include USMV at $357.1M, VWO at $336.5M, and SPY at $311.7M. Total assets under management stand at $4.96B across 443 positions.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287622IWBISHARES TR$535.7M10.8%1,465,713CommonSHARED
464287507IJHISHARES TR$511.5M10.3%7,838,358CommonSHARED
464287655IWMISHARES TR$364.7M7.35%1,507,119CommonSHARED
46429B697USMVISHARES TR$357.1M7.20%3,752,960CommonSHARED
922042858VWOVANGUARD INTL EQUITY INDEX F$336.5M6.79%6,211,582CommonSHARED
78462F103SPYSPDR S&P 500 ETF TR$311.7M6.29%467,964CommonSHARED
464287804IJRISHARES TR$262.5M5.29%2,208,715CommonSHARED
922908363VOOVANGUARD INDEX FDS$140.6M2.83%229,564CommonSHARED
922908637VVVANGUARD INDEX FDS$122.8M2.48%398,909CommonSHARED
46429B598INDAISHARES TR$118.5M2.39%2,276,392CommonSHARED
25434V708DFACDIMENSIONAL ETF TRUST$113.4M2.29%2,939,529CommonSHARED
922908629VOVANGUARD INDEX FDS$111.5M2.25%379,615CommonSHARED
922908553VNQVANGUARD INDEX FDS$107.4M2.16%1,174,363CommonSHARED
922908751VBVANGUARD INDEX FDS$86.8M1.75%341,352CommonSHARED
46434V456IQLTISHARES TR$66.7M1.34%1,509,275CommonSHARED
464287499IWRISHARES TR$66.2M1.33%685,140CommonSHARED
46434G822EWJISHARES INC$64.5M1.30%803,643CommonSHARED
46434G772EWTISHARES INC$63.2M1.27%992,815CommonSHARED
46435G334EWUISHARES TR$57.0M1.15%1,357,538CommonSHARED
25434V302DFAEDIMENSIONAL ETF TRUST$53.5M1.08%1,697,608CommonSHARED
25434V799DFICDIMENSIONAL ETF TRUST$50.3M1.01%1,534,780CommonSHARED
46432F339QUALISHARES TR$44.5M0.90%228,911CommonSHARED
16411R208LNGCHENIERE ENERGY INC$37.5M0.76%159,715CommonSHARED
25434V831DUHPDIMENSIONAL ETF TRUST$37.2M0.75%986,101CommonSHARED
29273V100ETENERGY TRANSFER L P$37.0M0.75%2,156,405CommonSHARED
87612G101TRGPTARGA RES CORP$35.5M0.72%211,971CommonSHARED
65342K105NEXTNEXTDECADE CORP$31.5M0.64%4,642,512CommonSHARED
92333F101VGVENTURE GLOBAL INC$26.6M0.54%1,875,673CommonSHARED
464286749EWLISHARES INC$26.0M0.52%471,240CommonSHARED
464286822EWWISHARES INC$21.5M0.43%314,747CommonSHARED
464286509EWCISHARES INC$21.1M0.43%417,732CommonSHARED
464286103EWAISHARES INC$21.0M0.42%776,099CommonSHARED
464286400EWZISHARES INC$21.0M0.42%675,879CommonSHARED
97717W422EPIWISDOMTREE TR$20.5M0.41%464,642CommonSHARED
969457100WMBWILLIAMS COS INC$19.4M0.39%306,423CommonSHARED
23345M107DTMDT MIDSTREAM INC$19.0M0.38%167,910CommonSHARED
49456B101KMIKINDER MORGAN INC DEL$18.9M0.38%667,357CommonSHARED
46138G508BKLNINVESCO EXCH TRADED FD TR II$18.9M0.38%901,688CommonSHARED
87807B107TRPTC ENERGY CORP$18.8M0.38%346,288CommonSHARED
29250N105ENBENBRIDGE INC$18.5M0.37%366,049CommonSHARED
958669103WESWESTERN MIDSTREAM PARTNERS L$18.3M0.37%464,840CommonSHARED
02215L209KNTKKINETIK HOLDINGS INC$18.2M0.37%426,663CommonSHARED
55336V100MPLXMPLX LP$18.2M0.37%364,391CommonSHARED
706327103PBAPEMBINA PIPELINE CORP$18.0M0.36%445,057CommonSHARED
682680103OKEONEOK INC NEW$17.9M0.36%244,717CommonSHARED
293792107EPDENTERPRISE PRODS PARTNERS L$17.7M0.36%564,894CommonSHARED
72651A207PAGPPLAINS GP HLDGS L P$17.1M0.35%938,873CommonSHARED
78467V608SRLNSSGA ACTIVE ETF TR$15.6M0.31%374,591CommonSHARED
464286871EWHISHARES INC$14.6M0.29%675,976CommonSHARED
46434G780EWSISHARES INC$13.0M0.26%458,054CommonSHARED
464287226AGGISHARES TR$12.2M0.25%121,939CommonSHARED
30303M102METAMETA PLATFORMS INC$11.8M0.24%16,048CommonSOLE
464286764EWPISHARES INC$10.7M0.22%216,614CommonSHARED
922042874VGKVANGUARD INTL EQUITY INDEX F$8.1M0.16%102,070CommonSHARED
464286707EWQISHARES INC$7.9M0.16%178,952CommonSHARED
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$7.7M0.15%27,500CommonSHARED
90187BAB7TWO 6.25 01/15/26TWO HARBORS INVENTMENT CORPO$7.2M0.15%7,225,000CommonSOLE
464286780EZAISHARES INC$7.2M0.14%111,939CommonSHARED
428103105HESMHESS MIDSTREAM LP$7.0M0.14%201,361CommonSHARED
032095101APHAMPHENOL CORP NEW$6.9M0.14%55,869CommonSHARED
770700102HOODROBINHOOD MKTS INC$6.8M0.14%47,675CommonSOLE
594918104MSFTMICROSOFT CORP$6.8M0.14%13,091CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$6.5M0.13%81,223CommonSHARED
66987V109NVSNOVARTIS AG$6.4M0.13%49,892CommonSHARED
46090E103QQQINVESCO QQQ TR$6.2M0.13%10,336CommonSHARED
Y2573F102FLEXFLEX LTD$6.0M0.12%103,100CommonSHARED
69344A107PULSPGIM ETF TR$5.9M0.12%119,165CommonSHARED
023135106AMZNAMAZON COM INC$5.9M0.12%26,941CommonSHARED
83671M105SOBOSOUTH BOW CORP$5.8M0.12%203,969CommonSHARED
46434G814EWMISHARES INC$5.1M0.10%195,858CommonSHARED
025816109AXPAMERICAN EXPRESS CO$5.0M0.10%15,094CommonSHARED
464288646IGSBISHARES TR$5.0M0.10%93,764CommonSHARED
98149E303GLDMWORLD GOLD TR$4.8M0.10%63,400CommonSHARED
464286624THDISHARES INC$4.5M0.09%76,746CommonSHARED
81141R100SESEA LTD$4.4M0.09%24,575CommonSHARED
219350105GLWCORNING INC$4.3M0.09%52,375CommonSHARED
70932AAF0PMT 5.5 03/15/26PENNYMAC CORP$4.2M0.08%4,203,000CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$4.0M0.08%40,500CommonSOLE
404280406HSBCHSBC HLDGS PLC$3.9M0.08%55,550CommonSHARED
17275R102CSCOCISCO SYS INC$3.9M0.08%57,346CommonSHARED
751212101RLRALPH LAUREN CORP$3.9M0.08%12,450CommonSHARED
75734B100RDDTREDDIT INC$3.9M0.08%16,900CommonSHARED
315616102FFIVF5 INC$3.9M0.08%12,025CommonSHARED
69608A108PLTRPALANTIR TECHNOLOGIES INC$3.9M0.08%21,191CommonSHARED
29084Q100EMEEMCOR GROUP INC$3.8M0.08%5,850CommonSHARED
893641100TDGTRANSDIGM GROUP INC$3.8M0.08%2,856CommonSOLE
03831W108APPAPPLOVIN CORP$3.7M0.07%5,151CommonSHARED
22788C105CRWDCROWDSTRIKE HLDGS INC$3.6M0.07%7,401CommonSHARED
464286715TURISHARES INC$3.4M0.07%99,658CommonSHARED
80105N105SNYSANOFI SA$3.4M0.07%71,528CommonSHARED
14149Y108CAHCARDINAL HEALTH INC$3.2M0.07%20,675CommonSHARED
78468R606SPHYSPDR SERIES TRUST$3.2M0.06%132,000CommonSHARED
78462F903SPYSPDR S&P 500 ETF TR$3.1M0.06%305CALLSHARED
859241101STRLSTERLING INFRASTRUCTURE INC$3.0M0.06%8,725CommonSHARED
912008109USFDUS FOODS HLDG CORP$3.0M0.06%38,678CommonSHARED
636180101NFGNATIONAL FUEL GAS CO$3.0M0.06%32,045CommonSHARED
30212P303EXPEEXPEDIA GROUP INC$2.9M0.06%13,425CommonSHARED
647551AE0NMFC 7.5 10/15/25NEW MTN FIN CORP$2.8M0.06%2,825,000CommonSOLE
G5960L103MDTMEDTRONIC PLC$2.8M0.06%29,325CommonSHARED
74834L100DGXQUEST DIAGNOSTICS INC$2.8M0.06%14,575CommonSHARED
874060205TAKTAKEDA PHARMACEUTICAL CO LTD$2.7M0.05%185,000CommonSHARED
166764100CVXCHEVRON CORP NEW$2.7M0.05%17,234CommonSHARED
50212V100LPLALPL FINL HLDGS INC$2.6M0.05%7,960CommonSOLE
478160104JNJJOHNSON & JOHNSON$2.6M0.05%13,860CommonSHARED
88162G103TTEKTETRA TECH INC NEW$2.5M0.05%75,660CommonSHARED
931142103WMTWALMART INC$2.5M0.05%24,000CommonSHARED
92343E102VRSNVERISIGN INC$2.5M0.05%8,825CommonSHARED
037833100AAPLAPPLE INC$2.5M0.05%9,642CommonSHARED
67066G104NVDANVIDIA CORPORATION$2.4M0.05%12,908CommonSHARED
02079K107GOOGALPHABET INC$2.4M0.05%9,828CommonSHARED
889478103TOLTOLL BROTHERS INC$2.4M0.05%17,250CommonSHARED
G87110105FTITECHNIPFMC PLC$2.4M0.05%60,000CommonSHARED
92826C839VVISA INC$2.2M0.04%6,452CommonSOLE
038222105AMATAPPLIED MATLS INC$2.1M0.04%10,162CommonSHARED
61945C103MOSMOSAIC CO NEW$2.1M0.04%59,790CommonSHARED
H11356104BGBUNGE GLOBAL SA$2.0M0.04%25,220CommonSHARED
052800109ALVAUTOLIV INC$2.0M0.04%16,200CommonSHARED
300426103ECGEVERUS CONSTR GROUP$1.9M0.04%22,692CommonSHARED
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$1.9M0.04%21,569CommonSHARED
02079K305GOOGLALPHABET INC$1.8M0.04%7,244CommonSOLE
438516106HONHONEYWELL INTL INC$1.7M0.04%8,273CommonSHARED
29977A105EVREVERCORE INC$1.7M0.03%5,100CommonSHARED
368736104GNRCGENERAC HLDGS INC$1.7M0.03%10,250CommonSHARED
86333M108LRNSTRIDE INC$1.7M0.03%11,510CommonSOLE
904767704UNILEVER PLC$1.7M0.03%28,900CommonSHARED
437076102HDHOME DEPOT INC$1.7M0.03%4,165CommonSHARED
552690109MDUMDU RES GROUP INC$1.6M0.03%89,410CommonSHARED
741511109PSMTPRICESMART INC$1.5M0.03%12,339CommonSHARED
11135F101AVGOBROADCOM INC$1.5M0.03%4,432CommonSHARED
595112103MUMICRON TECHNOLOGY INC$1.5M0.03%8,702CommonSHARED
218352102CORTCORCEPT THERAPEUTICS INC$1.4M0.03%17,125CommonSOLE
G0403H108AONAON PLC$1.4M0.03%3,934CommonSHARED
G0457F107ARCOARCOS DORADOS HOLDINGS INC$1.2M0.02%182,090CommonSHARED
35671D857FCXFREEPORT-MCMORAN INC$1.2M0.02%31,000CommonSHARED
92537N108VRTVERTIV HOLDINGS CO$1.2M0.02%7,850CommonSHARED
57636Q104MAMASTERCARD INCORPORATED$1.2M0.02%2,069CommonSOLE
053332102AZOAUTOZONE INC$1.1M0.02%258CommonSOLE
88160R101TSLATESLA INC$1.1M0.02%2,480CommonSHARED
896442308TRINTRINITY CAP INC$1.1M0.02%70,337CommonSHARED
127387108CDNSCADENCE DESIGN SYSTEM INC$1.1M0.02%3,094CommonSHARED
G29183103ETNEATON CORP PLC$1.1M0.02%2,872CommonSHARED
482480100KLACKLA CORP$1.1M0.02%986CommonSHARED
925652109VICIVICI PPTYS INC$1.1M0.02%32,516CommonSHARED
571903202MARMARRIOTT INTL INC NEW$1.0M0.02%3,983CommonSHARED
040413205ANETARISTA NETWORKS INC$1.0M0.02%7,109CommonSOLE
70932AAH6PMT 8.5 06/01/29PENNYMAC CORP$1.0M0.02%1,000,000CommonSOLE
40412C101HCAHCA HEALTHCARE INC$913,7730.02%2,144CommonSHARED
94106L109WMWASTE MGMT INC DEL$878,6820.02%3,979CommonSHARED
140501AE7CSWC 5.125 11/15/29CAPITAL SOUTHWEST CORP$878,1300.02%887,000CommonSHARED
12572Q105CMECME GROUP INC$847,0450.02%3,135CommonSHARED
09581B103OWLBLUE OWL CAPITAL INC$803,4810.02%47,459CommonSOLE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$774,1550.02%14,500CommonSHARED
89377M109TMDXTRANSMEDICS GROUP INC$771,3750.02%6,875CommonSOLE
56035L104MAINMAIN STR CAP CORP$771,2200.02%12,128CommonSHARED
20825C104COPCONOCOPHILLIPS$759,6520.02%8,031CommonSHARED
17888H103CIVICIVITAS RESOURCES INC$757,1850.02%23,298CommonSHARED
M7518J104ODDODDITY TECH LTD$708,9740.01%11,380CommonSOLE
199908104FIXCOMFORT SYS USA INC$701,4030.01%850CommonSOLE
14316J108CGCARLYLE GROUP INC$689,7000.01%11,000CommonSHARED
30231G102XOMEXXON MOBIL CORP$685,8580.01%6,083CommonSHARED
46625H100JPMJPMORGAN CHASE & CO.$685,1140.01%2,172CommonSHARED
443201108HWMHOWMET AEROSPACE INC$663,6500.01%3,382CommonSHARED
146869102CVNACARVANA CO$654,8890.01%1,736CommonSHARED
31620M106FISFIDELITY NATL INFORMATION SV$638,8270.01%9,688CommonSHARED
75513E101RTXRTX CORPORATION$630,6670.01%3,769CommonSHARED
946760105CLMBCLIMB GLOBAL SOLUTIONS INC$624,3090.01%4,630CommonSOLE
G38644103GCTGIGACLOUD TECHNOLOGY INC$616,2800.01%21,700CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$611,8500.01%1,190CommonSOLE
74348T102PSECPROSPECT CAP CORP$552,0410.01%200,742CommonSHARED
58155Q103MCKMCKESSON CORP$551,5940.01%714CommonSHARED
872590104TMUST-MOBILE US INC$548,4190.01%2,291CommonSHARED
M2682V108CYBRCYBERARK SOFTWARE LTD$538,7120.01%1,115CommonSOLE
060505104BACBANK AMERICA CORP$537,9810.01%10,428CommonSHARED
34959E109FTNTFORTINET INC$532,3110.01%6,331CommonSOLE
861896108SNEXSTONEX GROUP INC$522,1600.01%5,174CommonSOLE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$474,3930.01%5,192CommonSHARED
701094104PHPARKER-HANNIFIN CORP$464,7460.01%613CommonSHARED
78468R663BILSPDR SERIES TRUST$458,7500.01%5,000CommonSHARED
754730109RJFRAYMOND JAMES FINL INC$441,8560.01%2,560CommonSOLE
256677105DGDOLLAR GEN CORP NEW$441,8210.01%4,275CommonSHARED
140501107CSWCCAPITAL SOUTHWEST CORP$437,2000.01%20,000CommonSHARED
007903107AMDADVANCED MICRO DEVICES INC$411,2700.01%2,542CommonSHARED
81762P102NOWSERVICENOW INC$399,4020.01%434CommonSHARED
74340W103PLDPROLOGIS INC.$398,0720.01%3,476CommonSHARED
65339F101NEENEXTERA ENERGY INC$393,6050.01%5,214CommonSHARED
461202103INTUINTUIT$391,3070.01%573CommonSHARED
86887Q109SSSSSURO CAPITAL CORP$382,1940.01%42,466CommonSHARED
253393102DKSDICKS SPORTING GOODS INC$375,3300.01%1,689CommonSHARED
871607107SNPSSYNOPSYS INC$366,5890.01%743CommonSOLE
M7S750159NYAXNAYAX LTD$357,0750.01%7,500CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$341,6500.01%3,169CommonSOLE
548661107LOWLOWES COS INC$327,4570.01%1,303CommonSHARED
743315103PGRPROGRESSIVE CORP$321,7760.01%1,303CommonSHARED
863667101SYKSTRYKER CORPORATION$321,2430.01%869CommonSHARED
651639106NEMNEWMONT CORP$315,6560.01%3,744CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$312,3850.01%2,344CommonSOLE
907818108UNPUNION PAC CORP$307,9900.01%1,303CommonSHARED
387328AF4GVA 3.25 06/15/30GRANITE CONSTR INC$306,9000.01%200,000CommonSHARED
756109104OREALTY INCOME CORP$303,9500.01%5,000CommonSHARED
G4809J106IGICINTL GNRL INSURANCE HLDNGS L$298,1200.01%12,850CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$296,8930.01%3,041CommonSHARED
43114Q105HPKHIGHPEAK ENERGY INC$282,8000.01%40,000CommonSHARED
64828T201RITMRITHM CAPITAL CORP$274,5670.01%24,106CommonSHARED
032654105ADIANALOG DEVICES INC$274,4470.01%1,117CommonSHARED
056525108BMIBADGER METER INC$272,3350.01%1,525CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$267,3480.01%6,083CommonSHARED
580135101MCDMCDONALDS CORP$264,0800.01%869CommonSHARED
45781V101IIPRINNOVATIVE INDL PPTYS INC$262,0060.01%4,890CommonSHARED
496902404KGCKINROSS GOLD CORP$259,6830.01%10,450CommonSOLE
55087PAD6LYFT 0.625 03/01/29LYFT INC$258,7500.01%200,000CommonSHARED
00206R102TAT&T INC$257,6620.01%9,124CommonSHARED
949746101WMT2WELLS FARGO CO NEW$254,8970.01%3,041CommonSHARED
78462F953SPYSPDR S&P 500 ETF TR$250,5800.01%305PUTSHARED
64110L106NFLXNETFLIX INC$250,5740.01%209CommonSHARED
74762E102QUREQUANTA SVCS INC$244,5080.00%590CommonSOLE
41068X100HASIHA SUSTAINABLE INFRA CAP INC$243,9730.00%7,947CommonSHARED
697435105PANWPALO ALTO NETWORKS INC$243,9370.00%1,198CommonSHARED
882508104TXNTEXAS INSTRS INC$243,2580.00%1,324CommonSHARED
03027X100AMTAMERICAN TOWER CORP NEW$230,7840.00%1,200CommonSHARED
345370860FFORD MTR CO$230,0510.00%19,235CommonSHARED
49714P108KNSLKINSALE CAP GROUP INC$229,6400.00%540CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$226,6000.00%869CommonSHARED
43300A203HLTHILTON WORLDWIDE HLDGS INC$225,4530.00%869CommonSHARED
172908105CTASCINTAS CORP$220,2440.00%1,073CommonSHARED
48251W104KKRKKR & CO INC$212,4680.00%1,635CommonSOLE
78409V104SPGIS&P GLOBAL INC$211,2320.00%434CommonSHARED
09239BAF6BL 1 06/01/29BLACKLINE INC$208,1820.00%200,000CommonSHARED
149123101CATCATERPILLAR INC$207,0830.00%434CommonSHARED
615369105MCOMOODYS CORP$206,7920.00%434CommonSHARED
22160K105COSTCOSTCO WHSL CORP NEW$204,5640.00%221CommonSHARED
512807306LRCXLAM RESEARCH CORP$203,7960.00%1,522CommonSHARED
760759100RSGREPUBLIC SVCS INC$199,4180.00%869CommonSHARED
620076307MSIMOTOROLA SOLUTIONS INC$198,4640.00%434CommonSHARED
244199105DEDEERE & CO$198,4510.00%434CommonSHARED
872657101TPGTPG INC$195,3300.00%3,400CommonSHARED
097023105BABOEING CO$187,5560.00%869CommonSHARED
053015103ADPAUTOMATIC DATA PROCESSING IN$187,2530.00%638CommonSHARED
443510607HUBBHUBBELL INC$186,7550.00%434CommonSHARED
231021106CMICUMMINS INC$183,3090.00%434CommonSHARED
G8994E103TTTRANE TECHNOLOGIES PLC$183,1310.00%434CommonSHARED
693475105PNCPNC FINL SVCS GROUP INC$174,6080.00%869CommonSHARED
191216100KOCOCA COLA CO$172,8960.00%2,607CommonSHARED
052769106ADSKAUTODESK INC$170,9070.00%538CommonSHARED
56585A102MPCMARATHON PETE CORP$167,4910.00%869CommonSHARED
842587107SOSOUTHERN CO$164,7100.00%1,738CommonSHARED
828806109SPGSIMON PPTY GROUP INC NEW$163,0850.00%869CommonSHARED
26441C204DUKDUKE ENERGY CORP NEW$161,2460.00%1,303CommonSHARED
008474108AEMAGNICO EAGLE MINES LTD$160,1320.00%950CommonSOLE
816851109SRESEMPRA$156,3850.00%1,738CommonSHARED
95040Q104WELLWELLTOWER INC$154,8040.00%869CommonSHARED
773903109ROKROCKWELL AUTOMATION INC$151,6960.00%434CommonSHARED
824348106SHWSHERWIN WILLIAMS CO$150,2770.00%434CommonSHARED
253868103DLRDIGITAL RLTY TR INC$150,2330.00%869CommonSHARED
609207105MDLZMONDELEZ INTL INC$148,3660.00%2,375CommonSHARED
369550108GDGENERAL DYNAMICS CORP$147,9940.00%434CommonSHARED
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$145,0530.00%1,738CommonSHARED
573874104MRVLMARVELL TECHNOLOGY INC$144,5160.00%1,719CommonSHARED
59156R108METMETLIFE INC$143,1590.00%1,738CommonSHARED
42250P103DOCHEALTHPEAK PROPERTIES INC$141,4420.00%7,386CommonSHARED
V7780T103RCLROYAL CARIBBEAN GROUP$140,4340.00%434CommonSHARED
337738108FISVFISERV INC$137,8270.00%1,069CommonSOLE
902952100GROWU S GLOBAL INVS INC$136,1250.00%49,500CommonSHARED
88579Y101MMM3M CO$134,8510.00%869CommonSHARED
311900104FASTFASTENAL CO$134,6150.00%2,745CommonSHARED
363576109AJGGALLAGHER ARTHUR J & CO$134,4270.00%434CommonSHARED
929160109VMCVULCAN MATLS CO$133,5070.00%434CommonSHARED
25746U109DDOMINION ENERGY INC$132,8610.00%2,172CommonSHARED
46284V101IRMIRON MTN INC DEL$132,8280.00%1,303CommonSHARED
502431109LHXL3HARRIS TECHNOLOGIES INC$132,5480.00%434CommonSHARED
68373M107OPRAOPERA LTD$132,0960.00%6,400CommonSOLE
988498101YUMYUM BRANDS INC$132,0880.00%869CommonSHARED
369604301GEGE AEROSPACE$130,5560.00%434CommonSHARED
98138H101WDAYWORKDAY INC$130,4760.00%542CommonSHARED
98389B100XELXCEL ENERGY INC$128,2340.00%1,590CommonSHARED
98419M100XYLXYLEM INC$128,1780.00%869CommonSHARED
M7S64H106MNDYMONDAY COM LTD$127,8350.00%660CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$127,8010.00%1,136CommonSHARED
872540109TJXTJX COS INC NEW$125,6050.00%869CommonSHARED
74460D109PSAPUBLIC STORAGE OPER CO$125,3610.00%434CommonSHARED
24703L202DELLDELL TECHNOLOGIES INC$123,1980.00%869CommonSHARED
459200101IBMINTERNATIONAL BUSINESS MACHS$122,4570.00%434CommonSHARED
68389X105ORCLORACLE CORP$122,0580.00%434CommonSHARED
92276F100VTRVENTAS INC$121,6430.00%1,738CommonSHARED
89417E109TRVTRAVELERS COMPANIES INC$121,1810.00%434CommonSHARED
65340G205NXDTNEXPOINT DIVERSIFIED REL ET$121,0100.00%32,794CommonSHARED
372460105GPCGENUINE PARTS CO$120,4430.00%869CommonSHARED
30161N101EXCEXELON CORP$120,4020.00%2,675CommonSHARED
70450Y103PYPLPAYPAL HLDGS INC$120,0370.00%1,790CommonSHARED
278865100ECLECOLAB INC$118,8550.00%434CommonSHARED
761152107RMDRESMED INC$118,7990.00%434CommonSHARED
718546104PSXPHILLIPS 66$118,2010.00%869CommonSHARED
297178105ESSESSEX PPTY TR INC$116,1640.00%434CommonSHARED
291011104EMREMERSON ELEC CO$113,9950.00%869CommonSHARED
G54950103LINLINDE PLC$111,6250.00%235CommonSHARED
294429105EFXEQUIFAX INC$111,3340.00%434CommonSHARED
693718108PCARPACCAR INC$111,2000.00%1,131CommonSHARED
05722G100BKRBAKER HUGHES COMPANY$108,5480.00%2,228CommonSHARED
302130109EXPDEXPEDITORS INTL WASH INC$106,5310.00%869CommonSHARED
37045V100GMGENERAL MTRS CO$105,9660.00%1,738CommonSHARED
902973304USBUS BANCORP DEL$104,9730.00%2,172CommonSHARED
03990B101ARESARES MANAGEMENT CORPORATION$104,7280.00%655CommonSOLE
23834J201DAVEDAVE INC$104,6590.00%525CommonSOLE
49446R109KIMKIMCO RLTY CORP$104,4210.00%4,779CommonSHARED
039483102ADMARCHER DANIELS MIDLAND CO$103,8280.00%1,738CommonSHARED
053604104AVPTAVEPOINT INC$103,5690.00%6,900CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$103,5330.00%6,083CommonSHARED
11133T103BRBROADRIDGE FINL SOLUTIONS IN$103,3660.00%434CommonSHARED
64110D104NTAPNETAPP INC$102,9420.00%869CommonSHARED
674599105OXYOCCIDENTAL PETE CORP$102,6270.00%2,172CommonSHARED
M0854Q105ALLTALLOT LTD$102,6260.00%9,700CommonSOLE
31428X106FDXFEDEX CORP$102,3420.00%434CommonSHARED
26614N102DDDUPONT DE NEMOURS INC$101,5040.00%1,303CommonSHARED
28176E108EWEDWARDS LIFESCIENCES CORP$101,3340.00%1,303CommonSHARED
00109K105AFCGADVANCED FLOWER CAP INC$99,5800.00%26,000CommonSHARED
92939U106WECWEC ENERGY GROUP INC$99,5790.00%869CommonSHARED
892356106TSCOTRACTOR SUPPLY CO$98,8400.00%1,738CommonSHARED
247361702DALDELTA AIR LINES INC DEL$98,6320.00%1,738CommonSHARED
086516101BBYBEST BUY INC$98,5330.00%1,303CommonSHARED
001055102AFLAFLAC INC$97,0670.00%869CommonSHARED
101121101BXPBXP INC$96,8650.00%1,303CommonSHARED
42824C109HPEHEWLETT PACKARD ENTERPRISE C$96,0300.00%3,910CommonSHARED
336433107FSLRFIRST SOLAR INC$95,7100.00%434CommonSHARED
125896100CMSCMS ENERGY CORP$95,4580.00%1,303CommonSHARED
40434L105HPQHP INC$94,6510.00%3,476CommonSHARED
695156109PKGPACKAGING CORP AMER$94,5820.00%434CommonSHARED
713448108PEPPEPSICO INC$94,0950.00%670CommonSHARED
020002101ALLALLSTATE CORP$93,1580.00%434CommonSHARED
30040W108ESEVERSOURCE ENERGY$92,6950.00%1,303CommonSHARED
747525103QCOMQUALCOMM INC$91,4980.00%550CommonSHARED
82509L107SHOPSHOPIFY INC$90,9490.00%612CommonSHARED
023608102AEEAMEREN CORP$90,7060.00%869CommonSHARED
68268W103OMFONEMAIN HLDGS INC$90,3360.00%1,600CommonSHARED
744320102PRUPRUDENTIAL FINL INC$90,1500.00%869CommonSHARED
867981102SUNSSUNRISE RLTY TR INC$90,0400.00%8,666CommonSHARED
872280102CGBDCARLYLE SECURED LENDING INC$88,5880.00%7,087CommonSHARED
172967424CCITIGROUP INC$88,2040.00%869CommonSHARED
92936U109WPCWP CAREY INC$88,0440.00%1,303CommonSHARED
143658300CCL1EURCARNIVAL CORP$87,9150.00%3,041CommonSHARED
44951W106IESCIES HLDGS INC$87,4830.00%220CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$87,4640.00%434CommonSHARED
209115104EDCONSOLIDATED EDISON INC$87,3520.00%869CommonSHARED
929740108WABWABTEC$87,0040.00%434CommonSHARED
09857L108BKNGBOOKING HOLDINGS INC$86,3880.00%16CommonSHARED
55261F104MTBM & T BK CORP$85,7670.00%434CommonSHARED
30225T102EXREXTRA SPACE STORAGE INC$84,5640.00%600CommonSHARED
29476L107EQREQUITY RESIDENTIAL$84,3430.00%1,303CommonSHARED
053484101AVBAVALONBAY CMNTYS INC$83,8360.00%434CommonSHARED
P31076105CPACOPA HOLDINGS SA$83,1740.00%700CommonSHARED
808513105SCHWSCHWAB CHARLES CORP$82,9630.00%869CommonSHARED
25278X109FANGDIAMONDBACK ENERGY INC$82,5680.00%577CommonSHARED
031100100AMEAMETEK INC$81,5920.00%434CommonSHARED
29364G103ETRENTERGY CORP NEW$80,9820.00%869CommonSHARED
69351T106PPLPPL CORP$80,7120.00%2,172CommonSHARED
115236101BROBROWN & BROWN INC$80,0970.00%854CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$80,0540.00%179CommonSHARED
337932107FEFIRSTENERGY CORP$79,6350.00%1,738CommonSHARED
89832Q109TFCTRUIST FINL CORP$79,4610.00%1,738CommonSHARED
278642103EBAYEBAY INC.$79,0360.00%869CommonSHARED
58844R108MBINMERCHANTS BANCORP IND$77,9100.00%2,450CommonSOLE
316773100FITBFIFTH THIRD BANCORP$77,4280.00%1,738CommonSHARED
631103108NDAQNASDAQ INC$76,8630.00%869CommonSHARED
00724F101ADBEADOBE INC$76,5470.00%217CommonSHARED
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$75,9150.00%434CommonSHARED
031162100AMGNAMGEN INC$75,3470.00%267CommonSHARED
09260D107BXBLACKSTONE INC$74,1490.00%434CommonSHARED
91913Y100VLOVALERO ENERGY CORP$73,8930.00%434CommonSHARED
23331A109DHID R HORTON INC$73,5500.00%434CommonSHARED
883203101TXTTEXTRON INC$73,4220.00%869CommonSHARED
45866F104ICEINTERCONTINENTAL EXCHANGE IN$73,1200.00%434CommonSHARED
458140100INTCINTEL CORP$72,7700.00%2,169CommonSHARED
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$72,0490.00%869CommonSHARED
871829107SYYSYSCO CORP$71,5530.00%869CommonSHARED
04010L103ARCCARES CAPITAL CORP$71,4350.00%3,500CommonSHARED
225655109CCAPCRESCENT CAP BDC INC$69,8740.00%4,900CommonSHARED
172062101CINFCINCINNATI FINL CORP$68,6150.00%434CommonSHARED
375558103GILDGILEAD SCIENCES INC$68,4870.00%617CommonSHARED
12504L109CBRECBRE GROUP INC$68,3810.00%434CommonSHARED
026874784AIGAMERICAN INTL GROUP INC$68,2510.00%869CommonSHARED
58733R102MELIMERCADOLIBRE INC$65,4340.00%28CommonSHARED
46982L108JJACOBS SOLUTIONS INC$65,0390.00%434CommonSHARED
20030N101CMCSACOMCAST CORP NEW$57,6240.00%1,834CommonSHARED
745867101PHMPULTE GROUP INC$57,3440.00%434CommonSHARED
25809K105DASHDOORDASH INC$53,8540.00%198CommonSHARED
21037T109CEGCONSTELLATION ENERGY CORP$51,3350.00%156CommonSHARED
857477103STTSTATE STR CORP$50,3480.00%434CommonSHARED
92532F100VRTXVERTEX PHARMACEUTICALS INC$48,5630.00%124CommonSHARED
M2197Q107CLBTCELLEBRITE DI LTD$48,1780.00%2,600CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$47,2890.00%434CommonSHARED
855244109SBUXSTARBUCKS CORP$46,6990.00%552CommonSHARED
7591EP100RFREGIONS FINANCIAL CORP NEW$45,8310.00%1,738CommonSHARED
446150104HBANHUNTINGTON BANCSHARES INC$45,0230.00%2,607CommonSHARED
722304102PDDPDD HOLDINGS INC$43,2200.00%327CommonSHARED
N07059210ASMLASML HOLDING N V$42,5960.00%44CommonSHARED
594972408MSTRSTRATEGY INC$39,6320.00%123CommonSHARED
M8740S227TATTTAT TECHNOLOGIES LTD$39,6270.00%900CommonSOLE
626755102MUSAMURPHY USA INC$38,8260.00%100CommonSOLE
74758T303QLYSQUALYS INC$37,0520.00%280CommonSOLE
884903808TRI4EURTHOMSON REUTERS CORP$34,6390.00%223CommonSHARED
55354G100MSCIMSCI INC$34,0450.00%60CommonSOLE
126408103CSXCSX CORP$33,3440.00%939CommonSHARED
084423102WRBBERKLEY W R CORP$33,2530.00%434CommonSHARED
781154109RBRKRUBRIK INC.$32,9000.00%400CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$32,3090.00%480CommonSHARED
852234103XYZBLOCK INC$31,3650.00%434CommonSHARED
87165B103SYFSYNCHRONY FINANCIAL$30,8360.00%434CommonSHARED
75886F107REGNREGENERON PHARMACEUTICALS$29,8000.00%53CommonSHARED
N6596X109NXPINXP SEMICONDUCTORS N V$28,6940.00%126CommonSHARED
05464C101AXONAXON ENTERPRISE INC$27,9880.00%39CommonSHARED
217204106CPRTCOPART INC$27,7020.00%616CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$26,9290.00%54CommonSHARED
009066101ABNBAIRBNB INC$26,4700.00%218CommonSHARED
79589L106IOTSAMSARA INC$26,0750.00%700CommonSOLE
45168D104IDXXIDEXX LABS INC$25,5560.00%40CommonSHARED
285512109EAELECTRONIC ARTS INC$25,0110.00%124CommonSHARED
29358P101ENSGENSIGN GROUP INC$24,1880.00%140CommonSOLE
778296103ROSTROSS STORES INC$24,0780.00%158CommonSHARED
934423104WBDWARNER BROS DISCOVERY INC$23,9240.00%1,225CommonSHARED
98980G102ZSZSCALER INC$23,3730.00%78CommonSHARED
704326107PAYXPAYCHEX INC$23,1970.00%183CommonSHARED
98379L100XPELXPEL INC$23,1490.00%700CommonSOLE
23804L103DDOGDATADOG INC$22,7840.00%160CommonSHARED
046353108AZNNASTRAZENECA PLC$22,5560.00%294CommonSHARED
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$22,4770.00%87CommonSHARED
399473206GRPNGROUPON INC$21,0150.00%900CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$20,8850.00%231CommonSHARED
16119P108CHTRCHARTER COMMUNICATIONS INC N$19,2570.00%70CommonSHARED
22160N109CSGPCOSTAR GROUP INC$17,8860.00%212CommonSHARED
92345Y106VRSKVERISK ANALYTICS INC$17,6060.00%70CommonSHARED
595017104MCHPMICROCHIP TECHNOLOGY INC.$17,5320.00%273CommonSHARED
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$17,4980.00%233CommonSHARED
49271V100KDPKEURIG DR PEPPER INC$17,2450.00%676CommonSHARED
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$16,4320.00%245CommonSHARED
500754106KHCKRAFT HEINZ CO$16,3530.00%628CommonSHARED
679580100ODFLOLD DOMINION FREIGHT LINE IN$14,7820.00%105CommonSHARED
049468101TEAMATLASSIAN CORPORATION$13,4150.00%84CommonSHARED
252131107DXCMDEXCOM INC$13,2560.00%197CommonSHARED
88339J105TTDTHE TRADE DESK INC$10,9290.00%223CommonSHARED
12514G108CDWCDW CORP$10,5120.00%66CommonSHARED
682189105ONON SEMICONDUCTOR CORP$10,3060.00%209CommonSHARED
550021109LULULULULEMON ATHLETICA INC$10,1420.00%57CommonSHARED
G39387108GFSGLOBALFOUNDRIES INC$9,8560.00%275CommonSHARED
042068205ARMARM HOLDINGS PLC$9,7630.00%69CommonSHARED
09062X103BIIBBIOGEN INC$9,6660.00%69CommonSHARED

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.