MondegarAI
Mariner, LLC

Q4 2025 · 13F-HR

Mariner, LLCholdings as filed

Filed 2026-02-13 · accession 0001580642-26-001057

$83.99B
Reported value
3,524
Positions
2025-12-31
Period end
View analyzed profile →PRO

The Brief · Mariner, LLC · Q4 2025

AI · grounded in 13F

Mariner, LLC reduced its position in Williams Cos Inc WMB by 79.85%. The fund also trimmed its holdings in Synopsys Inc SNPS by 75.17% and T-Mobile US Inc TMUS by 15.72%. On the buy side, the fund increased its stake in NVIDIA Corporation NVDA by 20.52% and added to positions in iShares TR IVV and Alphabet Inc GOOGL.

Holdings as filed

First 500 of 3524

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$4.75B5.66%25,485,060CommonNONE
037833100AAPLAPPLE INC$4.69B5.59%17,268,228CommonNONE
464287200IVVISHARES TR$3.72B4.43%5,428,997CommonNONE
594918104MSFTMICROSOFT CORP$2.60B3.10%5,374,644CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$2.06B2.45%32,997,394CommonNONE
023135106AMZNAMAZON COM INC$1.45B1.72%6,264,907CommonNONE
02079K305GOOGLALPHABET INC$1.38B1.65%4,419,825CommonNONE
11135F101AVGOBROADCOM INC$1.34B1.59%3,867,019CommonNONE
464287226AGGISHARES TR$1.20B1.43%12,060,633CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$1.03B1.23%1,509,172CommonNONE
464287507IJHISHARES TR$992.8M1.18%15,042,290CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$975.9M1.16%3,028,638CommonNONE
30303M102METAMETA PLATFORMS INC$968.9M1.15%1,467,617CommonNONE
922908744VTVVANGUARD INDEX FDS$965.6M1.15%5,055,379CommonNONE
922908736VUGVANGUARD INDEX FDS$893.9M1.06%1,832,360CommonNONE
46432F842IEFAISHARES TR$870.2M1.04%9,726,760CommonNONE
88160R101TSLATESLA INC$821.0M0.98%1,825,358CommonNONE
46434V613IUSBISHARES TR$750.2M0.89%16,120,286CommonNONE
02079K107GOOGALPHABET INC$749.8M0.89%2,389,216CommonNONE
532457108LLYELI LILLY & CO$713.6M0.85%663,979CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$701.2M0.83%13,043,354CommonNONE
46090E103QQQINVESCO QQQ TR$666.2M0.79%1,084,500CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$655.0M0.78%20,078,592CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$611.3M0.73%1,216,150CommonNONE
922908769VTIVANGUARD INDEX FDS$599.6M0.71%1,788,055CommonNONE
922908629VOVANGUARD INDEX FDS$582.4M0.69%2,006,606CommonNONE
46434G103IEMGISHARES INC$560.5M0.67%8,338,176CommonNONE
922908363VOOVANGUARD INDEX FDS$538.6M0.64%858,740CommonNONE
931142103WMTWALMART INC$522.0M0.62%4,685,015CommonNONE
922908751VBVANGUARD INDEX FDS$507.1M0.60%1,965,932CommonNONE
464287309IVWISHARES TR$451.8M0.54%3,665,537CommonNONE
742718109PGPROCTER AND GAMBLE CO$406.1M0.48%2,833,423CommonNONE
464289438IWYISHARES TR$406.0M0.48%1,466,054CommonNONE
478160104JNJJOHNSON & JOHNSON$393.0M0.47%1,899,142CommonNONE
437076102HDHOME DEPOT INC$388.5M0.46%1,129,019CommonNONE
57636Q104MAMASTERCARD INCORPORATED$370.4M0.44%648,675CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$355.0M0.42%2,433,623CommonNONE
92826C839VVISA INC$354.6M0.42%1,010,957CommonNONE
031162100AMGNAMGEN INC$350.7M0.42%1,071,393CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$341.8M0.41%396,333CommonNONE
36828A101GEVGE VERNOVA INC$326.3M0.39%499,287CommonNONE
464287465EFAISHARES TR$314.7M0.37%3,277,441CommonNONE
00287Y109ABBVABBVIE INC$313.1M0.37%1,370,393CommonNONE
219350105GLWCORNING INC$308.4M0.37%3,521,902CommonNONE
30231G102XOMEXXON MOBIL CORP$307.5M0.37%2,555,313CommonNONE
81762P102NOWSERVICENOW INC$306.0M0.36%1,997,489CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$306.0M0.36%1,392,298CommonNONE
58933Y105MRKMERCK & CO INC$289.8M0.35%2,753,230CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$285.8M0.34%1,369,062CommonNONE
631103108NDAQNASDAQ INC$279.3M0.33%2,875,927CommonNONE
464287614IWFISHARES TR$276.7M0.33%584,629CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$275.4M0.33%10,235,455CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$269.5M0.32%9,103,028CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$261.2M0.31%346CommonNONE
580135101MCDMCDONALDS CORP$258.6M0.31%846,008CommonNONE
65339F101NEENEXTERA ENERGY INC$254.2M0.30%3,166,107CommonNONE
464287408IVEISHARES TR$252.6M0.30%1,191,076CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$252.0M0.30%537,549CommonNONE
166764100CVXCHEVRON CORP NEW$247.3M0.29%1,622,905CommonNONE
872540109TJXTJX COS INC NEW$230.5M0.27%1,500,049CommonNONE
002824100ABTABBOTT LABS$230.4M0.27%1,838,997CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$225.4M0.27%721,018CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$222.7M0.27%1,252,363CommonNONE
46432F834IXUSISHARES TR$220.2M0.26%2,601,225CommonNONE
464288414MUBISHARES TR$219.5M0.26%2,048,932CommonNONE
68389X105ORCLORACLE CORP$219.0M0.26%1,123,458CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$215.3M0.26%8,951,435CommonNONE
863667101SYKSTRYKER CORPORATION$213.1M0.25%606,408CommonNONE
464287804IJRISHARES TR$209.4M0.25%1,742,455CommonNONE
464287440IEFISHARES TR$209.4M0.25%2,177,627CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$206.9M0.25%4,659,049CommonNONE
872590104TMUST-MOBILE US INC$205.3M0.24%1,010,988CommonNONE
464287622IWBISHARES TR$204.2M0.24%546,824CommonNONE
25434V401DFUSDIMENSIONAL ETF TRUST$201.1M0.24%2,711,729CommonNONE
922907746VTEBVANGUARD MUN BD FDS$199.0M0.24%3,957,789CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$189.3M0.23%6,899,443CommonNONE
482480100KLACKLA CORP$186.2M0.22%153,222CommonNONE
78464A854SPYMSPDR SERIES TRUST$185.8M0.22%2,316,179CommonNONE
922908637VVVANGUARD INDEX FDS$185.2M0.22%588,298CommonNONE
149123101CATCATERPILLAR INC$185.0M0.22%322,922CommonNONE
17275R102CSCOCISCO SYS INC$184.9M0.22%2,400,080CommonNONE
46434V621DGROISHARES TR$180.4M0.21%2,598,771CommonNONE
74624M102PPURE STORAGE INC$179.5M0.21%2,679,161CommonNONE
922908553VNQVANGUARD INDEX FDS$175.8M0.21%1,986,060CommonNONE
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$172.0M0.20%3,632,956CommonNONE
464287499IWRISHARES TR$170.9M0.20%1,775,314CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$170.9M0.20%562,632CommonNONE
464287150ITOTISHARES TR$169.5M0.20%1,139,382CommonNONE
78463V107GLDSPDR GOLD TR$168.0M0.20%423,915CommonNONE
G54950103LINLINDE PLC$167.7M0.20%393,231CommonNONE
464287655IWMISHARES TR$165.7M0.20%673,232CommonNONE
525327102LDOSLEIDOS HOLDINGS INC$163.8M0.20%907,952CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$163.3M0.19%419,635CommonNONE
879360105TDYTELEDYNE TECHNOLOGIES INC$160.6M0.19%314,376CommonNONE
78464A409SPYGSPDR SERIES TRUST$160.3M0.19%1,502,485CommonNONE
743315103PGRPROGRESSIVE CORP$159.0M0.19%698,019CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$158.6M0.19%180,439CommonNONE
512807306LRCXLAM RESEARCH CORP$157.7M0.19%921,242CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$156.1M0.19%1,084,520CommonNONE
64110L106NFLXNETFLIX INC$155.7M0.19%1,660,086CommonNONE
617446448MSMORGAN STANLEY$155.5M0.19%875,721CommonNONE
30212P303EXPEEXPEDIA GROUP INC$155.3M0.18%548,060CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$152.6M0.18%515,037CommonNONE
718546104PSXPHILLIPS 66$152.2M0.18%1,179,388CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$149.0M0.18%3,764,666CommonNONE
46137V613PRFINVESCO EXCHANGE TRADED FD T$147.1M0.18%3,135,416CommonNONE
25434V203DFAIDIMENSIONAL ETF TRUST$147.0M0.18%3,858,052CommonNONE
921937819BIVVANGUARD BD INDEX FDS$146.3M0.17%1,878,718CommonNONE
060505104BACBANK AMERICA CORP$143.0M0.17%2,599,852CommonNONE
47103U845JAAAJANUS DETROIT STR TR$142.1M0.17%2,810,108CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$141.8M0.17%26,467CommonNONE
713448108PEPPEPSICO INC$141.0M0.17%982,521CommonNONE
00206R102TAT&T INC$139.9M0.17%5,633,937CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$139.3M0.17%422,016CommonNONE
94106L109WMWASTE MGMT INC DEL$136.7M0.16%621,957CommonNONE
882508104TXNTEXAS INSTRS INC$136.5M0.16%786,974CommonNONE
46432F339QUALISHARES TR$136.5M0.16%687,099CommonNONE
191216100KOCOCA COLA CO$136.4M0.16%1,951,330CommonNONE
09290D101BLKBLACKROCK INC$136.0M0.16%127,041CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$135.9M0.16%1,159,494CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$135.4M0.16%631,957CommonNONE
25434V302DFAEDIMENSIONAL ETF TRUST$134.9M0.16%4,142,087CommonNONE
548661107LOWLOWES COS INC$131.4M0.16%544,918CommonNONE
697435105PANWPALO ALTO NETWORKS INC$130.7M0.16%709,685CommonNONE
040413205ANETARISTA NETWORKS INC$130.1M0.15%992,702CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$129.9M0.15%484,255CommonNONE
921937835BNDVANGUARD BD INDEX FDS$124.7M0.15%1,684,074CommonNONE
78464A508SPYVSPDR SERIES TRUST$119.8M0.14%2,108,727CommonNONE
G29183103ETNEATON CORP PLC$119.5M0.14%374,987CommonNONE
25809K105DASHDOORDASH INC$119.0M0.14%525,309CommonNONE
464285204IAUISHARES GOLD TR$117.7M0.14%1,449,635CommonNONE
464288687PFFISHARES TR$117.6M0.14%3,799,306CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$116.8M0.14%4,454,313CommonNONE
00766T100ACMAECOM$116.5M0.14%1,221,815CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$115.7M0.14%457,299CommonNONE
369604301GEGE AEROSPACE$115.6M0.14%374,972CommonNONE
231021106CMICUMMINS INC$113.2M0.13%221,808CommonNONE
58155Q103MCKMCKESSON CORP$112.4M0.13%136,986CommonNONE
464287598IWDISHARES TR$111.8M0.13%531,496CommonNONE
922908512VOEVANGUARD INDEX FDS$110.2M0.13%621,313CommonNONE
464288372IGFISHARES TR$106.9M0.13%1,742,024CommonNONE
025816109AXPAMERICAN EXPRESS CO$106.6M0.13%288,177CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$105.0M0.13%1,284,984CommonNONE
595112103MUMICRON TECHNOLOGY INC$104.1M0.12%364,298CommonNONE
922908611VBRVANGUARD INDEX FDS$99.8M0.12%471,283CommonNONE
46429B697USMVISHARES TR$99.4M0.12%1,055,276CommonNONE
747525103QCOMQUALCOMM INC$98.1M0.12%573,296CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$97.8M0.12%693,080CommonNONE
172967424CCITIGROUP INC$97.6M0.12%836,162CommonNONE
52603B107TREELENDINGTREE INC NEW$93.5M0.11%1,760,407CommonNONE
12572Q105CMECME GROUP INC$93.4M0.11%342,166CommonNONE
464288158SUBISHARES TR$93.2M0.11%873,911CommonNONE
79466L302CRMSALESFORCE INC$93.0M0.11%351,082CommonNONE
464287481IWPISHARES TR$91.2M0.11%666,081CommonNONE
56585A102MPCMARATHON PETE CORP$89.8M0.11%552,074CommonNONE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$89.8M0.11%2,056,636CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$89.3M0.11%154,049CommonNONE
921932844IVOVVANGUARD ADMIRAL FDS INC$87.8M0.10%868,738CommonNONE
032095101APHAMPHENOL CORP NEW$85.5M0.10%632,816CommonNONE
949746101WMT2WELLS FARGO CO NEW$85.5M0.10%916,716CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$84.8M0.10%1,811,376CommonNONE
75513E101RTXRTX CORPORATION$84.6M0.10%461,312CommonNONE
461202103INTUINTUIT$84.4M0.10%127,381CommonNONE
49456B101KMIKINDER MORGAN INC DEL$84.1M0.10%3,057,911CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$83.0M0.10%472,737CommonNONE
808524607SCHASCHWAB STRATEGIC TR$82.9M0.10%2,911,311CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$81.8M0.10%569,968CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$81.6M0.10%425,884CommonNONE
375558103GILDGILEAD SCIENCES INC$81.5M0.10%664,330CommonNONE
464287234EEMISHARES TR$81.2M0.10%1,483,466CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$80.3M0.10%432,621CommonNONE
78468R663BILSPDR SERIES TRUST$80.3M0.10%878,240CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$80.0M0.10%888,953CommonNONE
038222105AMATAPPLIED MATLS INC$79.4M0.09%308,823CommonNONE
46434V860TFLOISHARES TR$79.3M0.09%1,571,229CommonNONE
438516106HONHONEYWELL INTL INC$78.1M0.09%400,274CommonNONE
235851102DHRDANAHER CORPORATION$77.9M0.09%340,058CommonNONE
921910816MGKVANGUARD WORLD FD$77.1M0.09%186,719CommonNONE
464287101OEFISHARES TR$77.0M0.09%224,412CommonNONE
46435G326IDEVISHARES TR$76.9M0.09%932,849CommonNONE
256677105DGDOLLAR GEN CORP NEW$76.6M0.09%576,535CommonNONE
921932869IVOGVANGUARD ADMIRAL FDS INC$76.5M0.09%636,389CommonNONE
718172109PMPHILIP MORRIS INTL INC$76.0M0.09%473,814CommonNONE
78409V104SPGIS&P GLOBAL INC$75.7M0.09%144,876CommonNONE
N07059210ASMLASML HOLDING N V$75.5M0.09%70,555CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$75.2M0.09%757,929CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$74.9M0.09%132,129CommonNONE
G5960L103MDTMEDTRONIC PLC$74.6M0.09%776,500CommonNONE
871829107SYYSYSCO CORP$73.9M0.09%1,003,019CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$73.5M0.09%95,215CommonNONE
33738R506RDVYFIRST TR EXCHANGE TRADED FD$73.0M0.09%1,050,247CommonNONE
172062101CINFCINCINNATI FINL CORP$73.0M0.09%446,710CommonNONE
291011104EMREMERSON ELEC CO$72.9M0.09%549,039CommonNONE
H1467J104CBCHUBB LIMITED$72.7M0.09%232,933CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$72.6M0.09%1,344,888CommonNONE
921932505VOOGVANGUARD ADMIRAL FDS INC$71.9M0.09%161,672CommonNONE
539830109LMTLOCKHEED MARTIN CORP$71.9M0.09%148,533CommonNONE
09260D107BXBLACKSTONE INC$71.9M0.09%466,173CommonNONE
921932828VIOOVANGUARD ADMIRAL FDS INC$70.8M0.08%637,944CommonNONE
464288646IGSBISHARES TR$69.4M0.08%1,311,644CommonNONE
254687106DISDISNEY WALT CO$68.3M0.08%600,255CommonNONE
03831W108APPAPPLOVIN CORP$68.3M0.08%101,160CommonNONE
92204A702VGTVANGUARD WORLD FD$67.8M0.08%89,966CommonNONE
244199105DEDEERE & CO$66.5M0.08%142,813CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$66.3M0.08%2,204,963CommonNONE
88579Y101MMM3M CO$66.0M0.08%412,022CommonNONE
74340W103PLDPROLOGIS INC.$65.5M0.08%512,667CommonNONE
311900104FASTFASTENAL CO$64.5M0.08%1,606,077CommonNONE
46434V878ICSHISHARES TR$64.4M0.08%1,272,504CommonNONE
G6683N103NUNU HLDGS LTD$64.2M0.08%3,834,527CommonNONE
654106103NKENIKE INC$64.1M0.08%1,006,227CommonNONE
922908595VBKVANGUARD INDEX FDS$63.8M0.08%211,206CommonNONE
046353108AZNNASTRAZENECA PLC$63.5M0.08%690,319CommonNONE
911363109URIUNITED RENTALS INC$63.2M0.08%78,139CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$63.1M0.08%104,560CommonNONE
46432F859ISTBISHARES TR$62.6M0.07%1,284,486CommonNONE
907818108UNPUNION PAC CORP$62.6M0.07%270,522CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$62.2M0.07%780,501CommonNONE
464288877EFVISHARES TR$61.9M0.07%867,219CommonNONE
48251W104KKRKKR & CO INC$61.9M0.07%485,621CommonNONE
64110D104NTAPNETAPP INC$61.9M0.07%577,848CommonNONE
55336V100MPLXMPLX LP$61.6M0.07%1,153,276CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$61.2M0.07%530,905CommonNONE
37733W204GSKGSK PLC$60.6M0.07%1,235,528CommonNONE
02209S103MOALTRIA GROUP INC$59.4M0.07%1,029,441CommonNONE
651639106NEMNEWMONT CORP$59.1M0.07%591,224CommonNONE
464288661IEIISHARES TR$59.1M0.07%494,907CommonNONE
824348106SHWSHERWIN WILLIAMS CO$58.5M0.07%180,670CommonNONE
29444U700EQIXEQUINIX INC$58.2M0.07%76,016CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$58.2M0.07%128,465CommonNONE
464287168DVYISHARES TR$56.7M0.07%401,796CommonNONE
45409B560HFXINEW YORK LIFE INVESTMENTS ET$55.8M0.07%1,719,013CommonNONE
808513105SCHWSCHWAB CHARLES CORP$55.4M0.07%554,587CommonNONE
46434G764EMXCISHARES INC$55.2M0.07%760,094CommonNONE
704326107PAYXPAYCHEX INC$55.0M0.07%490,156CommonNONE
46138J619OMFLINVESCO EXCH TRD SLF IDX FD$54.2M0.06%885,885CommonNONE
46435U713IFRAISHARES TR$54.0M0.06%1,025,850CommonNONE
78464A474SPSBSPDR SERIES TRUST$53.9M0.06%1,786,100CommonNONE
46429B663HDVISHARES TR$53.5M0.06%439,559CommonNONE
316092360FFLCFIDELITY COVINGTON TRUST$53.2M0.06%997,832CommonNONE
25434V104DFAUDIMENSIONAL ETF TRUST$53.1M0.06%1,135,364CommonNONE
855244109SBUXSTARBUCKS CORP$53.1M0.06%630,597CommonNONE
744320102PRUPRUDENTIAL FINL INC$53.0M0.06%469,617CommonNONE
14040H105COFCAPITAL ONE FINL CORP$52.8M0.06%217,975CommonNONE
74933W452TBILRBB FD INC$52.5M0.06%1,051,968CommonNONE
72201R833MINTPIMCO ETF TR$52.3M0.06%521,037CommonNONE
464288356CMFISHARES TR$52.1M0.06%905,924CommonNONE
46435G417IMTBISHARES TR$51.8M0.06%1,172,885CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$51.4M0.06%422,415CommonNONE
458140100INTCINTEL CORP$51.4M0.06%1,391,031CommonNONE
369550108GDGENERAL DYNAMICS CORP$51.2M0.06%152,043CommonNONE
97717X669DGRWWISDOMTREE TR$50.4M0.06%564,088CommonNONE
25434V609DFATDIMENSIONAL ETF TRUST$49.9M0.06%838,675CommonNONE
808524839SCHZSCHWAB STRATEGIC TR$49.9M0.06%2,136,384CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$49.8M0.06%1,221,727CommonNONE
609207105MDLZMONDELEZ INTL INC$49.3M0.06%916,723CommonNONE
31428X106FDXFEDEX CORP$49.2M0.06%170,404CommonNONE
833445109SNOWSNOWFLAKE INC$48.9M0.06%222,998CommonNONE
929160109VMCVULCAN MATLS CO$48.8M0.06%170,938CommonNONE
808524706SCHESCHWAB STRATEGIC TR$48.7M0.06%1,488,398CommonNONE
031100100AMEAMETEK INC$48.7M0.06%237,375CommonNONE
922908652VXFVANGUARD INDEX FDS$48.1M0.06%229,859CommonNONE
00724F101ADBEADOBE INC$47.8M0.06%136,424CommonNONE
922908538VOTVANGUARD INDEX FDS$47.5M0.06%170,336CommonNONE
25434V500DFASDIMENSIONAL ETF TRUST$47.1M0.06%676,560CommonNONE
40412C101HCAHCA HEALTHCARE INC$46.8M0.06%100,251CommonNONE
46436E718SGOVISHARES TR$46.7M0.06%464,925CommonNONE
452308109ITWILLINOIS TOOL WKS INC$46.3M0.06%187,778CommonNONE
009158106APDAIR PRODS & CHEMS INC$46.2M0.05%186,978CommonNONE
46434V407SHYGISHARES TR$46.2M0.05%1,077,058CommonNONE
339382103FLXSFLEXSTEEL INDS INC$46.1M0.05%1,167,357CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$46.1M0.05%927,991CommonNONE
25434V831DUHPDIMENSIONAL ETF TRUST$46.0M0.05%1,210,531CommonNONE
05722G100BKRBAKER HUGHES COMPANY$45.8M0.05%1,004,848CommonNONE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$45.6M0.05%598,461CommonNONE
98419M100XYLXYLEM INC$45.4M0.05%333,205CommonNONE
46641Q654JMSTJ P MORGAN EXCHANGE TRADED F$45.3M0.05%888,937CommonNONE
25434V799DFICDIMENSIONAL ETF TRUST$45.0M0.05%1,304,947CommonNONE
464287473IWSISHARES TR$44.7M0.05%317,068CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$44.7M0.05%1,394,854CommonNONE
464288570DSIISHARES TR$44.6M0.05%346,097CommonNONE
09290C103DYNFBLACKROCK ETF TRUST$44.5M0.05%732,587CommonNONE
02072L565BOXXEA SERIES TRUST$44.2M0.05%384,371CommonNONE
82509L107SHOPSHOPIFY INC$43.9M0.05%273,218CommonNONE
064058100BKBANK NEW YORK MELLON CORP$43.3M0.05%372,726CommonNONE
717081103PFEPFIZER INC$43.2M0.05%1,734,397CommonNONE
G87052109TELTE CONNECTIVITY PLC$43.2M0.05%189,828CommonNONE
921909768VXUSVANGUARD STAR FDS$42.6M0.05%564,579CommonNONE
097023105BABOEING CO$42.5M0.05%195,903CommonNONE
37954Y673PAVEGLOBAL X FDS$42.0M0.05%878,453CommonNONE
46434V456IQLTISHARES TR$41.6M0.05%916,015CommonNONE
032654105ADIANALOG DEVICES INC$41.2M0.05%151,822CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$41.1M0.05%431,206CommonNONE
46434V803HEFAISHARES TR$40.9M0.05%989,461CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$40.9M0.05%158,961CommonNONE
808524755FNDFSCHWAB STRATEGIC TR$40.8M0.05%902,587CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$39.9M0.05%678,569CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$39.8M0.05%390,422CommonNONE
464288885EFGISHARES TR$39.7M0.05%348,430CommonNONE
15101Q207CLSCELESTICA INC$39.4M0.05%133,430CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$39.3M0.05%469,622CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$38.8M0.05%109,836CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$38.5M0.05%662,314CommonNONE
902973304USBUS BANCORP DEL$38.2M0.05%716,119CommonNONE
25434V807DFIVDIMENSIONAL ETF TRUST$38.2M0.05%765,415CommonNONE
464287689IWVISHARES TR$38.1M0.05%98,467CommonNONE
842587107SOSOUTHERN CO$38.1M0.05%436,557CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$37.9M0.05%78,964CommonNONE
92189F676SMHVANECK ETF TRUST$37.5M0.04%104,035CommonNONE
18915M107NETCLOUDFLARE INC$37.4M0.04%189,960CommonNONE
518416102RODMLATTICE STRATEGIES TR$36.9M0.04%999,238CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$36.7M0.04%236,370CommonNONE
20825C104COPCONOCOPHILLIPS$36.5M0.04%389,790CommonNONE
69374H881COWZPACER FDS TR$36.3M0.04%602,798CommonNONE
464288307IMCGISHARES TR$36.0M0.04%450,978CommonNONE
854502101SWKSTANLEY BLACK & DECKER INC$35.2M0.04%473,816CommonNONE
72202L371MFDXPIMCO EQUITY SER$35.1M0.04%912,151CommonNONE
319829107FCFFIRST COMWLTH FINL CORP PA$34.7M0.04%2,056,567CommonNONE
969457100WMBWILLIAMS COS INC$34.6M0.04%575,757CommonNONE
770700102HOODROBINHOOD MKTS INC$34.5M0.04%304,601CommonNONE
25434V732DFEMDIMENSIONAL ETF TRUST$34.0M0.04%1,027,944CommonNONE
464287606IJKISHARES TR$33.9M0.04%349,774CommonNONE
125523100CITHE CIGNA GROUP$33.9M0.04%122,987CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$33.7M0.04%790,303CommonNONE
37045V100GMGENERAL MTRS CO$33.5M0.04%411,666CommonNONE
921937827BSVVANGUARD BD INDEX FDS$33.4M0.04%423,628CommonNONE
501044101KRKROGER CO$33.0M0.04%527,768CommonNONE
808524771FNDXSCHWAB STRATEGIC TR$32.8M0.04%1,206,271CommonNONE
66987V109NVSNOVARTIS AG$32.6M0.04%236,476CommonNONE
69702V107PSBDPALMER SQUARE CAPITAL BDC IN$32.4M0.04%2,654,014CommonNONE
25434V666DFLVDIMENSIONAL ETF TRUST$32.2M0.04%942,514CommonNONE
15135B101CNCCENTENE CORP DEL$32.1M0.04%779,512CommonNONE
776696106ROPROPER TECHNOLOGIES INC$32.0M0.04%71,958CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$32.0M0.04%206,456CommonNONE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$31.8M0.04%928,274CommonNONE
46138E339SPMOINVESCO EXCH TRADED FD TR II$31.8M0.04%266,532CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$31.4M0.04%619,748CommonNONE
25434V724DFUVDIMENSIONAL ETF TRUST$31.2M0.04%669,616CommonNONE
23804L103DDOGDATADOG INC$31.1M0.04%228,695CommonNONE
78464A763SDYSPDR SERIES TRUST$30.5M0.04%219,138CommonNONE
464287630IWNISHARES TR$30.5M0.04%168,244CommonNONE
46654Q609JGROJ P MORGAN EXCHANGE TRADED F$30.3M0.04%326,741CommonNONE
21873S108CRWVCOREWEAVE INC$30.3M0.04%422,523CommonNONE
78464A649SPABSPDR SERIES TRUST$30.2M0.04%1,172,631CommonNONE
29273V100ETENERGY TRANSFER L P$30.1M0.04%1,825,681CommonNONE
199908104FIXCOMFORT SYS USA INC$29.9M0.04%32,016CommonNONE
45409F827MMITNEW YORK LIFE INVTS ACTIVE E$29.8M0.04%1,222,826CommonNONE
98149E303GLDMWORLD GOLD TR$29.7M0.04%348,473CommonNONE
464288448IDVISHARES TR$29.4M0.03%744,810CommonNONE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$29.4M0.03%490,242CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$29.3M0.03%397,838CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$28.8M0.03%228,711CommonNONE
46435G516ESGDISHARES TR$28.8M0.03%302,841CommonNONE
172908105CTASCINTAS CORP$28.6M0.03%151,933CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$28.5M0.03%497,524CommonNONE
464287721IYWISHARES TR$28.4M0.03%142,322CommonNONE
33738D101EMLPFIRST TR EXCHANGE-TRADED FD$28.4M0.03%749,392CommonNONE
33740F805FIXDFIRST TR EXCHNG TRADED FD VI$28.1M0.03%633,678CommonNONE
922020748VCRBVANGUARD MALVERN FDS$28.0M0.03%359,643CommonNONE
036752103ELVELEVANCE HEALTH INC FORMERLY$28.0M0.03%79,757CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$27.8M0.03%506,796CommonNONE
94106B101WCNWASTE CONNECTIONS INC$27.8M0.03%158,227CommonNONE
126650100CVSCVS HEALTH CORP$27.7M0.03%349,023CommonNONE
049468101TEAMATLASSIAN CORPORATION$27.5M0.03%169,794CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$27.5M0.03%328,146CommonNONE
23331A109DHID R HORTON INC$27.5M0.03%190,789CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$27.5M0.03%540,420CommonNONE
92206C706VGITVANGUARD SCOTTSDALE FDS$27.4M0.03%456,823CommonNONE
69331C108PCGPG&E CORP$27.2M0.03%1,694,040CommonNONE
78464A201SLYGSPDR SERIES TRUST$26.6M0.03%282,698CommonNONE
682680103OKEONEOK INC NEW$26.5M0.03%361,060CommonNONE
615369105MCOMOODYS CORP$26.5M0.03%51,870CommonNONE
009066101ABNBAIRBNB INC$26.4M0.03%194,293CommonNONE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$26.2M0.03%102,327CommonNONE
921946810VIGIVANGUARD WHITEHALL FDS$26.0M0.03%284,550CommonNONE
464287457SHYISHARES TR$26.0M0.03%313,906CommonNONE
056752108BIDUBAIDU INC$25.9M0.03%198,169CommonNONE
281020107EIXEDISON INTL$25.9M0.03%430,693CommonNONE
053332102AZOAUTOZONE INC$25.8M0.03%7,604CommonNONE
46434V449IMTMISHARES TR$25.8M0.03%537,147CommonNONE
03076C106AMPAMERIPRISE FINL INC$25.7M0.03%52,474CommonNONE
464287887IJTISHARES TR$25.7M0.03%182,217CommonNONE
46432F396MTUMISHARES TR$25.6M0.03%102,387CommonNONE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$25.6M0.03%308,646CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$25.6M0.03%41,109CommonNONE
316188309FBNDFIDELITY MERRIMACK STR TR$25.5M0.03%554,683CommonNONE
91913Y100VLOVALERO ENERGY CORP$25.5M0.03%156,694CommonNONE
780259305SHELSHELL PLC$25.5M0.03%346,622CommonNONE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$25.2M0.03%336,240CommonNONE
20030N101CMCSACOMCAST CORP NEW$25.2M0.03%842,295CommonNONE
464288802SUSAISHARES TR$25.1M0.03%180,072CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$25.0M0.03%43,808CommonNONE
464287879IJSISHARES TR$24.9M0.03%219,235CommonNONE
696930205PSQAPALMER SQUARE FUNDS TRUST$24.9M0.03%1,220,405CommonNONE
052769106ADSKAUTODESK INC$24.7M0.03%83,452CommonNONE
773903109ROKROCKWELL AUTOMATION INC$24.4M0.03%62,756CommonNONE
72201R585PYLDPIMCO ETF TR$24.4M0.03%914,233CommonNONE
92537N108VRTVERTIV HOLDINGS CO$24.2M0.03%149,394CommonNONE
381430529GBILGOLDMAN SACHS ETF TR$24.1M0.03%241,000CommonNONE
34959E109FTNTFORTINET INC$24.0M0.03%302,588CommonNONE
78468R770ONEYSPDR SERIES TRUST$24.0M0.03%211,622CommonNONE
571903202MARMARRIOTT INTL INC NEW$23.9M0.03%77,162CommonNONE
46435GAA0IBDRISHARES TR$23.8M0.03%982,857CommonNONE
46428Q109SLVISHARES SILVER TR$23.7M0.03%367,553CommonNONE
78468R853SPSMSPDR SERIES TRUST$23.6M0.03%504,135CommonNONE
316092840FDVVFIDELITY COVINGTON TRUST$23.6M0.03%417,018CommonNONE
89832Q109TFCTRUIST FINL CORP$23.6M0.03%479,842CommonNONE
464288679SHVISHARES TR$23.5M0.03%212,945CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$23.4M0.03%256,504CommonNONE
92204A405VFHVANGUARD WORLD FD$23.3M0.03%174,694CommonNONE
958102105WDCWESTERN DIGITAL CORP$23.3M0.03%135,188CommonNONE
701094104PHPARKER-HANNIFIN CORP$23.2M0.03%26,446CommonNONE
46138G698RWLINVESCO EXCH TRADED FD TR II$23.2M0.03%202,955CommonNONE
904767803ULUNILEVER PLC$22.7M0.03%347,026CommonNONE
464287705IJJISHARES TR$22.6M0.03%171,956CommonNONE
78463X855GIISPDR INDEX SHS FDS$22.6M0.03%323,286CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$22.5M0.03%77,535CommonNONE
001055102AFLAFLAC INC$22.5M0.03%203,614CommonNONE
92204A504VHTVANGUARD WORLD FD$22.3M0.03%77,595CommonNONE
771049103RBLXROBLOX CORP$22.3M0.03%274,786CommonNONE
98980L101ZNGAZOOM COMMUNICATIONS INC$22.2M0.03%257,478CommonNONE
92206C599VTHRVANGUARD SCOTTSDALE FDS$22.1M0.03%73,653CommonNONE
247361702DALDELTA AIR LINES INC DEL$21.9M0.03%315,968CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$21.9M0.03%168,017CommonNONE
880881107430TERNS PHARMACEUTICALS INC$21.9M0.03%542,052CommonNONE
90384S303ULTAULTA BEAUTY INC$21.6M0.03%35,697CommonNONE
025072604AVEMAMERICAN CENTY ETF TR$21.5M0.03%279,273CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$21.4M0.03%178,384CommonNONE
19260Q107COINCOINBASE GLOBAL INC$21.4M0.03%94,428CommonNONE
33734H106FVDFIRST TR EXCHANGE-TRADED FD$21.3M0.03%462,356CommonNONE
58506Q109MEDPMEDPACE HLDGS INC$21.2M0.03%37,780CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$21.2M0.03%572,175CommonNONE
46654Q724HELOJ P MORGAN EXCHANGE TRADED F$21.1M0.03%317,990CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$21.1M0.03%471,809CommonNONE
74316P579AKREPROFESIONALLY MANAGED PORTFO$20.8M0.02%317,747CommonNONE
278865100ECLECOLAB INC$20.8M0.02%79,149CommonNONE
87612E106TGTTARGET CORP$20.8M0.02%212,545CommonNONE
893641100TDGTRANSDIGM GROUP INC$20.7M0.02%15,599CommonNONE
464287648IWOISHARES TR$20.7M0.02%64,230CommonNONE
78463X475SPGMSPDR INDEX SHS FDS$20.7M0.02%269,982CommonNONE
25434V765DIHPDIMENSIONAL ETF TRUST$20.7M0.02%654,005CommonNONE
464287523SOXXISHARES TR$20.6M0.02%68,378CommonNONE
97717W802DTHWISDOMTREE TR$20.6M0.02%398,995CommonNONE
464288588MBBISHARES TR$20.3M0.02%213,572CommonNONE
25861R105DBNDDOUBLELINE ETF TRUST$20.3M0.02%437,889CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$20.3M0.02%169,861CommonNONE
78463X756EWXSPDR INDEX SHS FDS$20.1M0.02%306,107CommonNONE
09290C780BAIBLACKROCK ETF TRUST$19.8M0.02%595,021CommonNONE
464287432TLTISHARES TR$19.7M0.02%226,541CommonNONE
778296103ROSTROSS STORES INC$19.7M0.02%109,546CommonNONE
46266C105IQVIQVIA HLDGS INC$19.7M0.02%87,304CommonNONE
69121K104OBDCBLUE OWL CAPITAL CORPORATION$19.7M0.02%1,583,434CommonNONE
092528603BINCBLACKROCK ETF TRUST II$19.7M0.02%372,768CommonNONE
09290C806THROBLACKROCK ETF TRUST$19.6M0.02%507,982CommonNONE
316092865FUTYFIDELITY COVINGTON TRUST$19.5M0.02%353,943CommonNONE
72201R775BONDPIMCO ETF TR$19.5M0.02%209,445CommonNONE
92645B103VCTRVICTORY CAP HLDGS INC$19.5M0.02%308,653CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$19.4M0.02%331,283CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$19.3M0.02%118,950CommonNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$19.2M0.02%207,909CommonNONE
020002101ALLALLSTATE CORP$19.2M0.02%92,153CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$19.2M0.02%475,105CommonNONE
14020Y300CGMSCAPITAL GRP FIXED INCM ETF T$19.0M0.02%687,299CommonNONE
78464A821MDYGSPDR SERIES TRUST$19.0M0.02%205,245CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$18.9M0.02%68,594CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$18.8M0.02%389,462CommonNONE
78464A805SPTMSPDR SERIES TRUST$18.7M0.02%227,221CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$18.5M0.02%157,152CommonNONE
464288760ITAISHARES TR$18.4M0.02%85,769CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$18.3M0.02%47,792CommonNONE
216648501COOCOOPER COS INC$18.3M0.02%223,360CommonNONE
46435G425ESGUISHARES TR$18.3M0.02%122,807CommonNONE
G0450A105ACGLARCH CAP GROUP LTD$18.2M0.02%190,223CommonNONE
78464A847SPMDSPDR SERIES TRUST$18.2M0.02%314,417CommonNONE
696930106PSQOPALMER SQUARE FUNDS TRUST$18.1M0.02%878,699CommonNONE
19247G107COHRCOHERENT CORP$18.1M0.02%98,150CommonNONE
025072885AVUSAMERICAN CENTY ETF TR$18.1M0.02%162,068CommonNONE
921910733ESGVVANGUARD WORLD FD$18.1M0.02%149,338CommonNONE
726503105PAAPLAINS ALL AMERN PIPELINE L$18.0M0.02%1,002,376CommonNONE
632307104NTRANATERA INC$17.9M0.02%78,133CommonNONE
92206C714VONVVANGUARD SCOTTSDALE FDS$17.9M0.02%193,698CommonNONE
78470P408XLSRSSGA ACTIVE TR$17.9M0.02%286,549CommonNONE
174610105CFGCITIZENS FINL GROUP INC$17.8M0.02%303,691CommonNONE
464288240ACWXISHARES TR$17.7M0.02%264,282CommonNONE
12510Q100CCCCCC INTELLIGENT SOLUTIONS HL$17.7M0.02%2,231,529CommonNONE
04010E109AGXARGAN INC$17.7M0.02%56,567CommonNONE
92189F643MOATVANECK ETF TRUST$17.7M0.02%170,836CommonNONE
G87110105FTITECHNIPFMC PLC$17.7M0.02%396,042CommonNONE
97717W315DEMWISDOMTREE TR$17.6M0.02%375,943CommonNONE
78464A664SPTLSPDR SERIES TRUST$17.5M0.02%662,150CommonNONE
69374H436QDPLPACER FDS TR$17.5M0.02%411,359CommonNONE
075887109BDXBECTON DICKINSON & CO$17.5M0.02%89,945CommonNONE
59156R108METMETLIFE INC$17.4M0.02%220,683CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$17.4M0.02%204,269CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$17.3M0.02%203,327CommonNONE
445658107JBHTHUNT J B TRANS SVCS INC$17.2M0.02%88,547CommonNONE
G0403H108AONAON PLC$17.2M0.02%48,617CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$17.2M0.02%468,397CommonNONE
464287549IGMISHARES TR$17.1M0.02%132,575CommonNONE
92343E102VRSNVERISIGN INC$17.1M0.02%70,316CommonNONE

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.