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Catalyst Capital Advisors LLC

Q2 2026 · 13F-HR

Catalyst Capital Advisors LLCholdings as filed

Filed 2026-07-24 · accession 0001580642-26-004574

$6.03B
Reported value
369
Positions
2026-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287507IJHISHARES TR$674.4M11.2%8,745,534CommonSHARED
464287622IWBISHARES TR$670.7M11.1%1,637,759CommonSHARED
464287655IWMISHARES TR$448.1M7.43%1,491,304CommonSHARED
46429B697USMVISHARES TR$429.8M7.13%4,455,291CommonSHARED
922042858VWOVANGUARD INTL EQUITY INDEX F$421.1M6.98%7,055,219CommonSHARED
78462F103SPYSTATE STR SPDR S&P 500 ETF T$399.7M6.63%535,263CommonSHARED
464287804IJRISHARES TR$361.0M5.99%2,433,988CommonSHARED
922908363VOOVANGUARD INDEX FDS$179.6M2.98%261,443CommonSHARED
922908637VVVANGUARD INDEX FDS$156.8M2.60%456,076CommonSHARED
25434V708DFACDIMENSIONAL ETF TRUST$146.3M2.43%3,297,718CommonSHARED
46429B598INDAISHARES TR$137.9M2.29%2,792,452CommonSHARED
922908629VOVANGUARD INDEX FDS$135.2M2.24%1,677,870CommonSHARED
922908553VNQVANGUARD INDEX FDS$132.9M2.20%1,378,575CommonSHARED
922908751VBVANGUARD INDEX FDS$107.6M1.78%354,954CommonSHARED
464287499IWRISHARES TR$84.8M1.41%768,475CommonSHARED
46434V456IQLTISHARES TR$81.8M1.36%1,650,206CommonSHARED
46434G772EWTISHARES INC$80.4M1.33%739,817CommonSHARED
46434G822EWJISHARES INC$78.8M1.31%844,573CommonSHARED
46435G334EWUISHARES TR$69.8M1.16%1,513,034CommonSHARED
25434V302DFAEDIMENSIONAL ETF TRUST$63.1M1.05%1,568,138CommonSHARED
25434V799DFICDIMENSIONAL ETF TRUST$60.6M1.01%1,627,486CommonSHARED
46432F339QUALISHARES TR$54.5M0.90%248,182CommonSHARED
25434V831DUHPDIMENSIONAL ETF TRUST$48.9M0.81%1,172,200CommonSHARED
65342K105NEXTNEXTDECADE CORP$39.3M0.65%5,216,592CommonSHARED
87612G101TRGPTARGA RES CORP$37.3M0.62%139,120CommonSHARED
29273V100ETENERGY TRANSFER L P$37.1M0.61%1,939,020CommonSHARED
464286749EWLISHARES INC$36.2M0.60%575,549CommonSHARED
16411R208LNGCHENIERE ENERGY INC$32.2M0.53%134,769CommonSHARED
92333F101VGVENTURE GLOBAL INC$32.1M0.53%2,881,323CommonSHARED
97717W422EPIWISDOMTREE TR$26.4M0.44%617,149CommonSHARED
464286103EWAISHARES INC$25.7M0.43%911,559CommonSHARED
464286822EWWISHARES INC$25.6M0.42%339,912CommonSHARED
464286400EWZISHARES INC$25.4M0.42%735,538CommonSHARED
464286509EWCISHARES INC$24.9M0.41%432,256CommonSHARED
464286871EWHISHARES INC$18.5M0.31%883,137CommonSHARED
46138G508BKLNINVESCO EXCH TRADED FD TR II$18.4M0.30%901,688CommonSHARED
55336V100MPLXMPLX LP$18.1M0.30%322,143CommonSHARED
02215L209KNTKKINETIK HOLDINGS INC$17.9M0.30%370,630CommonSHARED
958669103WESWESTERN MIDSTREAM PARTNERS L$17.8M0.30%406,912CommonSHARED
969457100WMBWILLIAMS COS INC$17.5M0.29%235,220CommonSHARED
72651A207PAGPPLAINS GP HLDGS L P$17.4M0.29%718,163CommonSHARED
293792107EPDENTERPRISE PRODS PARTNERS L$17.2M0.29%467,740CommonSHARED
682680103OKEONEOK INC NEW$17.2M0.29%197,684CommonSHARED
49456B101KMIKINDER MORGAN INC DEL$16.8M0.28%526,831CommonSHARED
87807B107TRPTC ENERGY CORP$16.6M0.28%251,105CommonSHARED
46434G780EWSISHARES INC$16.4M0.27%554,242CommonSHARED
29250N105ENBENBRIDGE INC$15.9M0.26%292,653CommonSHARED
706327103PBAPEMBINA PIPELINE CORP$15.8M0.26%342,181CommonSHARED
78467V608SRLNSSGA ACTIVE ETF TR$15.1M0.25%374,591CommonSHARED
464287226AGGISHARES TR$14.1M0.23%142,032CommonSHARED
23345M107DTMDT MIDSTREAM INC$13.3M0.22%90,364CommonSHARED
464286764EWPISHARES INC$13.2M0.22%222,098CommonSHARED
219350105GLWCORNING INC$13.1M0.22%51,275CommonSHARED
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$13.0M0.22%27,250CommonSHARED
595112103MUMICRON TECHNOLOGY INC$12.1M0.20%10,525CommonSOLE
Y2573F102FLEXFLEX LTD$11.8M0.20%73,000CommonSHARED
922042874VGKVANGUARD INTL EQUITY INDEX F$9.8M0.16%110,502CommonSHARED
02079K305GOOGLALPHABET INC$9.5M0.16%26,598CommonSOLE
032095101APHAMPHENOL CORP$9.0M0.15%51,050CommonSHARED
464286780EZAISHARES INC$8.8M0.15%139,182CommonSHARED
464286707EWQISHARES INC$7.8M0.13%171,530CommonSHARED
859241101STRLSTERLING INFRASTRUCTURE INC$6.6M0.11%7,825CommonSOLE
66987V109NVSNOVARTIS AG$6.6M0.11%41,842CommonSHARED
46434G814EWMISHARES INC$6.5M0.11%239,381CommonSHARED
92206C409VCSHVANGUARD SCOTTSDALE FDS$6.4M0.11%81,223CommonSHARED
038222105AMATAPPLIED MATLS INC$6.3M0.10%8,674CommonSHARED
464286624THDISHARES INC$6.0M0.10%83,104CommonSHARED
69344A107PULSPGIM ETF TR$5.9M0.10%119,165CommonSHARED
428103105HESMHESS MIDSTREAM LP$5.9M0.10%156,351CommonSHARED
404280406HSBCHSBC HLDGS PLC$4.6M0.08%47,850CommonSHARED
14149Y108CAHCARDINAL HEALTH INC$4.5M0.08%19,150CommonSHARED
98149E303GLDMWORLD GOLD TR$4.5M0.07%56,300CommonSHARED
751212101RLRALPH LAUREN CORP$4.4M0.07%11,025CommonSHARED
464288646IGSBISHARES TR$4.3M0.07%82,764CommonSHARED
46090E103QQQINVESCO QQQ TR$4.3M0.07%5,853CommonSHARED
29084Q100EMEEMCOR GROUP INC$4.1M0.07%5,000CommonSHARED
70932AAH6PMT 8.5 06/01/29PENNYMAC CORP$4.1M0.07%4,000,000CommonSOLE
83671M105SOBOSOUTH BOW CORP$4.0M0.07%114,629CommonSHARED
30303M102METAMETA PLATFORMS INC$3.9M0.06%6,839CommonSOLE
857477103STTSTATE STR CORP$3.7M0.06%21,725CommonSHARED
G87110105FTITECHNIPFMC PLC$3.6M0.06%55,050CommonSHARED
594918104MSFTMICROSOFT CORP$3.6M0.06%9,603CommonSOLE
166764100CVXCHEVRON CORPORATION$3.6M0.06%21,468CommonSHARED
464286715TURISHARES INC$3.5M0.06%90,741CommonSHARED
912008109USFDUS FOODS HLDG CORP$3.4M0.06%33,250CommonSHARED
980745103WWDWOODWARD INC$3.4M0.06%7,925CommonSHARED
80105N105SNYSANOFI SA$3.4M0.06%79,028CommonSHARED
02079K107GOOGALPHABET INC$3.3M0.05%9,295CommonSHARED
874060205TAKTAKEDA PHARMACEUTICAL CO LTD$3.1M0.05%192,000CommonSHARED
758075AF2RWT 7.75 06/15/27REDWOOD TRUST INC$3.0M0.05%3,000,000CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$3.0M0.05%2,165CommonSHARED
88162G103TTEKTETRA TECH INC NEW$3.0M0.05%102,700CommonSHARED
26817Q886DXDYNEX CAP INC$2.9M0.05%222,364CommonSHARED
192422103CGNXCOGNEX CORP$2.9M0.05%39,500CommonSHARED
H11356104BGBUNGE GLOBAL SA$2.8M0.05%26,217CommonSHARED
45841N107IBKRINTERACTIVE BROKERS GROUP IN$2.7M0.05%31,500CommonSHARED
74834L100DGXQUEST DIAGNOSTICS INC$2.7M0.05%12,900CommonSHARED
78462F903STATE STR SPDR S&P 500 ETF T$2.7M0.05%270CALLSHARED
904767803ULUNILEVER PLC$2.7M0.04%44,303CommonSHARED
636180101NFGNATIONAL FUEL GAS CO$2.6M0.04%33,775CommonSHARED
778296103ROSTROSS STORES INC$2.6M0.04%12,234CommonSHARED
844741108LUVSOUTHWEST AIRLS CO$2.6M0.04%49,600CommonSHARED
15135U109CVECENOVUS ENERGY INC$2.4M0.04%98,000CommonSHARED
G5960L103MDTMEDTRONIC PLC$2.4M0.04%30,550CommonSHARED
023135106AMZNAMAZON COM INC$2.4M0.04%10,022CommonSOLE
65290E101NXTNEXTPOWER INC$2.4M0.04%19,850CommonSHARED
84615Q103SPCXSPACE EXPLORATION TECHN CORP$2.3M0.04%13,550CommonSOLE
013872106AAALCOA CORP$2.3M0.04%44,125CommonSHARED
17275R102CSCOCISCO SYS INC$2.2M0.04%19,016CommonSHARED
23804L103DDOGDATADOG INC$2.2M0.04%8,379CommonSHARED
G0403H108AONAON PLC$2.2M0.04%6,577CommonSHARED
05605H100BWXTBWX TECHNOLOGIES INC$2.2M0.04%11,190CommonSHARED
91913Y100VLOVALERO ENERGY CORP$2.2M0.04%8,350CommonSHARED
92826C839VVISA INC$2.1M0.03%6,108CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$2.1M0.03%48,500CommonSHARED
35671D857FCXFREEPORT MCMORAN INC$2.0M0.03%32,418CommonSOLE
931142103WMTWALMART INC$2.0M0.03%17,225CommonSHARED
552690109MDUMDU RES GROUP INC$1.9M0.03%89,410CommonSHARED
06849F108BBARRICK MNG CORP$1.9M0.03%51,100CommonSHARED
01973R101ALSNALLISON TRANSMISSION HLDGS I$1.8M0.03%15,800CommonSHARED
482480100KLACKLA CORP$1.7M0.03%5,745CommonSOLE
29977A105EVREVERCORE INC$1.6M0.03%4,800CommonSHARED
67066G104NVDANVIDIA CORPORATION$1.5M0.02%7,505CommonSOLE
G0457F107ARCOARCOS DORADOS HLDGS INC$1.5M0.02%182,090CommonSHARED
037833100AAPLAPPLE INC$1.5M0.02%5,058CommonSOLE
61945C103MOSMOSAIC CO$1.4M0.02%67,290CommonSHARED
78468R663BILSPDR SERIES TRUST$1.4M0.02%15,500CommonSHARED
12572Q105CMECME GROUP INC$1.3M0.02%5,876CommonSHARED
833635105SQMSOCIEDAD QUIMICA Y MINERA DE$1.3M0.02%17,490CommonSHARED
90353T100UBERUBER TECHNOLOGIES INC$1.3M0.02%17,612CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$1.3M0.02%3,765CommonSOLE
896442308TRINTRINITY CAP INC$1.3M0.02%70,337CommonSHARED
G29183103ETNEATON CORP PLC$1.2M0.02%2,872CommonSHARED
140501107CSWCCAPITAL SOUTHWEST CORP$1.2M0.02%49,000CommonSHARED
478160104JNJJOHNSON & JOHNSON$1.1M0.02%4,438CommonSHARED
43849R105HONAHONEYWELL AEROSPACE INC$1.1M0.02%4,868CommonSHARED
438516205HONHONEYWELL INTL INC$1.0M0.02%4,659CommonSHARED
56585A102MPCMARATHON PETE CORP$1.0M0.02%3,975CommonSOLE
11135F101AVGOBROADCOM INC$1.0M0.02%2,671CommonSOLE
925652109VICIVICI PPTYS INC$994,9610.02%37,475CommonSHARED
632307104NTRANATERA INC$970,4340.02%3,575CommonSOLE
199908104FIXCOMFORT SYS USA INC$961,2460.02%485CommonSOLE
443201108HWMHOWMET AEROSPACE INC$927,0290.02%3,448CommonSOLE
34959E109FTNTFORTINET INC$892,0720.01%5,807CommonSOLE
571903202MARMARRIOTT INTL INC NEW$888,3040.01%2,397CommonSOLE
78454L100SMSM ENERGY COMPANY$881,7100.01%33,782CommonSHARED
89377M109TMDXTRANSMEDICS GROUP INC$867,7770.01%13,065CommonSOLE
437076102HDHOME DEPOT INC$855,9550.01%2,427CommonSHARED
064058100BKBANK OF NY MELLON CORP$845,9690.01%5,850CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$843,7190.01%2,248CommonSOLE
94106L109WMWASTE MGMT INC DEL$836,4690.01%3,753CommonSOLE
83443Q103SOLSSOLSTICE ADVANCED MATLS INC$826,3720.01%9,327CommonSHARED
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$807,1290.01%1,613CommonSHARED
040413205ANETARISTA NETWORKS INC$777,7110.01%4,578CommonSOLE
532457108LLYELI LILLY & CO$731,6520.01%610CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP CO$729,5420.01%6,526CommonSOLE
053332102AZOAUTOZONE INC$699,9110.01%219CommonSOLE
02081GAD4ATEC 0.75 03/15/30ALPHATEC HLDGS INC$670,2500.01%700,000CommonSHARED
40412C101HCAHCA HEALTHCARE INC$667,4920.01%1,712CommonSOLE
427096508HTGCHERCULES CAPITAL INC$639,7100.01%40,565CommonSHARED
75513E101RTXRTX CORPORATION$639,0110.01%3,368CommonSOLE
56035L104MAINMAIN STR CAP CORP$629,2010.01%12,128CommonSHARED
45781V101IIPRINNOVATIVE INDL PPTYS INC$619,8000.01%10,000CommonSHARED
701094104PHPARKER-HANNIFIN CORP$599,5880.01%613CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$564,4470.01%1,099CommonSOLE
49714P108KNSLKINSALE CAP GROUP INC$552,4320.01%1,675CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$542,8300.01%1,025CommonSOLE
58155Q103MCKMCKESSON CORP$539,4980.01%714CommonSOLE
86887Q109SSSSSURO CAPITAL CORP$532,5240.01%42,466CommonSHARED
69753M105PLMRPALOMAR HLDGS INC$517,5670.01%4,095CommonSOLE
64828T201RITMRITHM CAPITAL CORP$508,0550.01%54,106CommonSHARED
18915M107NETCLOUDFLARE INC$477,0700.01%1,945CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$467,1980.01%1,370CommonSOLE
14316J108CGCARLYLE GROUP INC$463,2100.01%11,000CommonSHARED
256677105DGDOLLAR GEN CORP$443,1740.01%3,850CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$430,7460.01%3,692CommonSOLE
74762E102QUREQUANTA SVCS INC$424,8240.01%590CommonSOLE
88160R101TSLATESLA INC$411,3470.01%978CommonSHARED
861896108SNEXSTONEX GROUP INC$407,7590.01%3,441CommonSOLE
345370860FFORD MTR CO$403,1830.01%29,006CommonSHARED
31620M106FISFIDELITY NATL INFORMATION SV$376,6690.01%9,688CommonSHARED
770700102HOODROBINHOOD MKTS INC$368,8300.01%3,678CommonSOLE
09581B103OWLBLUE OWL CAPITAL INC$341,5480.01%39,034CommonSHARED
983134107WYNNWYNN RESORTS LTD$310,4940.01%3,198CommonSOLE
87422Q109TLNTALEN ENERGY CORP$299,7230.00%780CommonSOLE
13321L108CCJCAMECO CORP$287,2450.00%2,820CommonSOLE
78462F953STATE STR SPDR S&P 500 ETF T$285,0100.00%270PUTSHARED
G4809J106IGICINTL GNRL INSURANCE HLDNGS L$265,6260.00%10,150CommonSOLE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$261,7230.00%7,725CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$255,6000.00%440CommonSHARED
58733R102MELIMERCADOLIBRE INC$244,4240.00%144CommonSOLE
81762P102NOWSERVICENOW INC$244,2290.00%2,460CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$223,4840.00%1,470CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$220,3820.00%480CommonSOLE
55087PAD6LYFT 0.625 03/01/29LYFT INC$210,1500.00%200,000CommonSHARED
04010L103ARCCARES CAPITAL CORP$208,3510.00%11,244CommonSHARED
09261X102BXSLBLACKSTONE SECD LENDING FD$205,3760.00%8,662CommonSHARED
871607107SNPSSYNOPSYS INC$203,8540.00%457CommonSOLE
36467WAG4GAMESTOP CORP$203,6000.00%200,000CommonSHARED
69702V107PSBDPALMER SQUARE CAPITAL BDC IN$202,6380.00%19,447CommonSHARED
458140100INTCINTEL CORP$201,2070.00%1,441CommonSHARED
69121K104OBDCBLUE OWL CAPITAL CORPORATION$198,3670.00%18,249CommonSHARED
03027X100AMTAMERICAN TOWER CORP$196,2840.00%1,200CommonSHARED
65340G205NXDTNEXPOINT DIVERSIFIED REL ET$183,1450.00%35,288CommonSHARED
M7S750159NYAXNAYAX LTD$182,7730.00%2,790CommonSOLE
343412102FLRFLUOR CORP$182,3170.00%3,480CommonSOLE
647551100NMFCNEW MTN FIN CORP$180,4620.00%25,169CommonSHARED
369604301GEGE AEROSPACE$174,9060.00%468CommonSHARED
225655109CCAPCRESCENT CAP BDC INC$169,5550.00%15,527CommonSHARED
15101Q207CLSCELESTICA INC$167,8080.00%460CommonSOLE
50212V100LPLALPL FINL HLDGS INC$167,6000.00%595CommonSOLE
98956A105ZETAZETA GLOBAL HOLDINGS CORP$167,2800.00%8,500CommonSOLE
65339F101NEENEXTERA ENERGY INC$164,1300.00%1,870CommonSHARED
44951W106IESCIES HOLDINGS INC$161,6250.00%220CommonSOLE
060505104BACBANK OF AMER CORP$159,8860.00%2,806CommonSHARED
025816109AXPAMERICAN EXPRESS CO$158,3010.00%468CommonSHARED
43300A203HLTHILTON WORLDWIDE HLDGS INC$154,6550.00%468CommonSHARED
46625H100JPMJPMORGAN CHASE & CO$153,1900.00%468CommonSHARED
518415104LSCCLATTICE SEMICONDUCTOR CORP$151,4300.00%990CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$148,6040.00%468CommonSHARED
093712107BEBLOOM ENERGY CORP$148,3230.00%490CommonSOLE
512807306LRCXLAM RESEARCH CORP$147,7660.00%341CommonSHARED
67103H107ORLYOREILLY AUTOMOTIVE INC$143,5680.00%1,559CommonSOLE
747525103QCOMQUALCOMM INC$140,2560.00%759CommonSHARED
872657101TPGTPG INC$137,8700.00%3,400CommonSHARED
855244109SBUXSTARBUCKS CORP$135,9130.00%1,330CommonSHARED
459200101IBMINTERNATIONAL BUSINESS MACHS$131,6060.00%468CommonSHARED
30231G102XOMEXXON MOBIL CORP$127,8330.00%935CommonSHARED
452308109ITWILLINOIS TOOL WKS INC$126,5800.00%468CommonSHARED
379577208GMEDGLOBUS MED INC$126,4160.00%1,600CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$124,0550.00%696CommonSHARED
22160K105COSTCOSTCO WHOLESALE CORPORATION$120,6760.00%129CommonSHARED
03769M106APOAPOLLO GLOBAL MGMT INC$118,3100.00%1,000CommonSHARED
191216100KOCOCA COLA CO$114,0220.00%1,403CommonSHARED
P31076105CPACOPA HOLDINGS SA$108,8990.00%700CommonSHARED
95040Q104WELLWELLTOWER INC$106,2220.00%468CommonSHARED
743315103PGRPROGRESSIVE CORP$102,2350.00%468CommonSHARED
760759100RSGREPUBLIC SVCS INC$99,7210.00%468CommonSHARED
20825C104COPCONOCOPHILLIPS$97,2030.00%935CommonSHARED
89677Y100TPVGTRIPLEPOINT VENTURE GROWTH B$95,7160.00%19,494CommonSHARED
25278X109FANGDIAMONDBACK ENERGY INC$95,6240.00%544CommonSHARED
14040H105COFCAPITAL ONE FINL CORP$93,8900.00%468CommonSHARED
252131107DXCMDEXCOM INC$93,6170.00%1,390CommonSOLE
64110L106NFLXNETFLIX INC.$93,3200.00%1,307CommonSHARED
17259U204CIONCION INVT CORP$90,9580.00%14,600CommonSHARED
025537101AEPAMERICAN ELEC PWR CO INC$90,8420.00%664CommonSHARED
68373M107OPRAOPERA LTD$88,2440.00%4,450CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$87,1800.00%600CommonSHARED
816851109SRESEMPRA$86,6840.00%935CommonSHARED
80004C200SNDKSANDISK CORP$86,4020.00%38CommonSHARED
808513105SCHWSCHWAB CHARLES CORP$86,2720.00%935CommonSHARED
83413U100SLRCSLR INVESTMENT CORP$84,4380.00%6,826CommonSHARED
253868103DLRDIGITAL RLTY TR INC$84,0430.00%468CommonSHARED
09259E108TCPCBLACKROCK TCP CAPITAL CORP$83,0490.00%24,717CommonSHARED
311900104FASTFASTENAL CO$80,8340.00%1,683CommonSHARED
882508104TXNTEXAS INSTRS INC$80,7770.00%271CommonSHARED
00109K105AFCGADVANCED FLOWER CAP INC$80,6000.00%26,000CommonSHARED
718546104PSXPHILLIPS 66$79,1150.00%468CommonSHARED
59156R108METMETLIFE INC$79,1100.00%935CommonSHARED
78163D100RWAYRUNWAY GROWTH FINANCE CORP$78,5400.00%14,000CommonSHARED
23331A109DHID R HORTON INC$76,2280.00%468CommonSHARED
744573106PEGPUBLIC SVC ENTERPRISE GROUP$75,8850.00%935CommonSHARED
88579Y101MMM3M CO$75,7740.00%468CommonSHARED
988498101YUMYUM BRANDS INC$74,8140.00%468CommonSHARED
872280102CGBDCARLYLE SECURED LENDING INC$74,6260.00%7,087CommonSHARED
23834J201DAVEDAVE INC$74,5180.00%200CommonSOLE
92840M102VSTVISTRA CORP$74,2390.00%468CommonSHARED
872540109TJXTJX COS INC NEW$70,9020.00%468CommonSHARED
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$70,4450.00%73CommonSHARED
G54950103LINLINDE PLC$70,0570.00%135CommonSHARED
573874104MRVLMARVELL TECHNOLOGY INC$67,9190.00%228CommonSHARED
958102105WDCWESTERN DIGITAL CORP$67,0660.00%105CommonSHARED
291011104EMREMERSON ELEC CO$66,9940.00%468CommonSHARED
172967424CCITIGROUP INC$65,5010.00%468CommonSHARED
N07059210ASMLASML HLDG NV$63,6620.00%32CommonSHARED
74340W103PLDPROLOGIS INC.$63,4000.00%468CommonSHARED
12504L109CBRECBRE GROUP INC$63,0350.00%468CommonSHARED
87612E106TGTTARGET CORP$61,1250.00%468CommonSHARED
26875P101EOGEOG RES INC$60,7140.00%468CommonSHARED
49271V100KDPKEURIG DR PEPPER INC$59,3390.00%1,813CommonSHARED
26441C204DUKDUKE ENERGY CORP NEW$59,2390.00%468CommonSHARED
G38644103GCTGIGACLOUD TECHNOLOGY INC$57,8280.00%1,830CommonSOLE
461202103INTUINTUIT$57,1590.00%219CommonSOLE
30161N101EXCEXELON CORP$57,0170.00%1,223CommonSHARED
001055102AFLAFLAC INC$54,8730.00%468CommonSHARED
22788C105CRWDCROWDSTRIKE HLDGS INC$54,1830.00%71CommonSHARED
032654105ADIANALOG DEVICES INC$54,0150.00%136CommonSHARED
031162100AMGNAMGEN INC$53,9560.00%149CommonSHARED
872590104TMUST-MOBILE US INC$53,8410.00%321CommonSHARED
713448108PEPPEPSICO INC$52,6710.00%389CommonSHARED
209115104EDCONSOLIDATED EDISON INC$51,7750.00%468CommonSHARED
98389B100XELXCEL ENERGY INC$50,9900.00%635CommonSHARED
744320102PRUPRUDENTIAL FINL INC$50,5110.00%468CommonSHARED
45866F104ICEINTERCONTINENTAL EXCHANGE IN$50,4750.00%410CommonSOLE
911312106UPSUNITED PARCEL SVCS INC$50,3100.00%468CommonSHARED
674599105OXYOCCIDENTAL PETE CORP$45,4130.00%935CommonSHARED
247361702DALDELTA AIR LINES INC$43,8330.00%468CommonSHARED
651639106NEMNEWMONT CORP$43,7110.00%468CommonSHARED
806857108SLBSLB LIMITED$43,4680.00%935CommonSHARED
03831W108APPAPPLOVIN CORP$43,2790.00%84CommonSHARED
194162103CLCOLGATE PALMOLIVE CO$42,9060.00%468CommonSHARED
28176E108EWEDWARDS LIFESCIENCES CORP$42,3350.00%468CommonSHARED
92532F100VRTXVERTEX PHARMACEUTICALS INC$40,7320.00%82CommonSHARED
46120E602ISRGINTUITIVE SURGICAL INC$40,5630.00%102CommonSHARED
82509L107SHOPSHOPIFY INC$40,5340.00%355CommonSHARED
375558103GILDGILEAD SCIENCES INC$40,4290.00%320CommonSHARED
042068205ARMARM HOLDINGS PLC$40,4210.00%114CommonSHARED
05722G100BKRBAKER HUGHES COMPANY$39,1830.00%706CommonSHARED
871829107SYYSYSCO CORP$39,1150.00%468CommonSHARED
74758T303QLYSQUALYS INC$38,4970.00%280CommonSOLE
37045V100GMGENERAL MTRS CO$36,0730.00%468CommonSHARED
98379L100XPELXPEL INC$34,7200.00%700CommonSOLE
893641100TDGTRANSDIGM GROUP INC$34,6330.00%26CommonSOLE
55354G100MSCIMSCI INC$33,6020.00%60CommonSOLE
631103108NDAQNASDAQ INC$33,1040.00%420CommonSOLE
888787108TOSTTOAST INC$28,9330.00%1,040CommonSOLE
902973304USBUS BANCORP$28,2670.00%468CommonSHARED
25809K105DASHDOORDASH INC$27,8640.00%151CommonSHARED
525558201LMATLEMAITRE VASCULAR INC$27,8280.00%290CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$27,7700.00%124CommonSHARED
61174X109MNSTMONSTER BEVERAGE CORP NEW$27,2020.00%283CommonSHARED
20030N101CMCSACOMCAST CORP NEW$27,1770.00%1,107CommonSHARED
880770102TERTERADYNE INC$27,0950.00%56CommonSHARED
00724F101ADBEADOBE INC$27,0630.00%132CommonSHARED
04626A103ALABASTERA LABS INC$27,0490.00%56CommonSHARED
626755102MUSAMURPHY USA INC$26,9440.00%50CommonSOLE
115236101BROBROWN & BROWN INC$26,9430.00%420CommonSOLE
126408103CSXCSX CORP$26,9020.00%566CommonSHARED
609207105MDLZMONDELEZ INTL INC$26,6060.00%460CommonSHARED
N6596X109NXPINXP SEMICONDUCTORS N V$25,2930.00%90CommonSHARED
21037T109CEGCONSTELLATION ENERGY CORP$25,0850.00%101CommonSHARED
89832Q109TFCTRUIST FINL CORP$23,3160.00%468CommonSHARED
29358P101ENSGENSIGN GROUP INC$22,4420.00%140CommonSOLE
946760105CLMBCLIMB GLOBAL SOLUTIONS INC$22,2820.00%960CommonSOLE
M8740S227TATTTAT TECHNOLOGIES LTD$20,2570.00%420CommonSOLE
781154109RBRKRUBRIK INC.$20,0700.00%250CommonSOLE
217204106CPRTCOPART INC$17,3650.00%616CommonSOLE
05464C101AXONAXON ENTERPRISE INC$16,8180.00%30CommonSHARED
Q4982L109IRENIREN LIMITED$15,0910.00%330CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$15,0520.00%50CommonSHARED
679580100ODFLOLD DOMINION FREIGHT LINE IN$14,7290.00%68CommonSHARED
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$14,4990.00%58CommonSHARED
75886F107REGNREGENERON PHARMACEUTICALS$14,3410.00%23CommonSHARED
776696106ROPROPER TECHNOLOGIES INC$14,2120.00%42CommonSHARED
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$14,2100.00%142CommonSHARED
693718108PCARPACCAR INC$14,1740.00%118CommonSHARED
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$14,0820.00%220CommonSHARED
052769106ADSKAUTODESK INC$13,8040.00%71CommonSHARED
704326107PAYXPAYCHEX INC$13,7660.00%140CommonSHARED
55024U109LITELUMENTUM HLDGS INC$13,7290.00%16CommonSHARED
21873S108CRWVCOREWEAVE INC$13,6370.00%137CommonSHARED
172908105CTASCINTAS CORP$13,6060.00%80CommonSHARED
009066101ABNBAIRBNB INC$13,5950.00%95CommonSHARED
884903881TRITHOMSON REUTERS CORP$13,5570.00%166CommonSHARED
773121108RKLBROCKET LAB CORP$13,5190.00%133CommonSHARED
934423104WBDWARNER BROS DISCOVERY INC$13,5170.00%507CommonSHARED
70450Y103PYPLPAYPAL HLDGS INC$13,4720.00%312CommonSHARED
500754106KHCKRAFT HEINZ CO$13,4160.00%568CommonSHARED
595017104MCHPMICROCHIP TECHNOLOGY INC.$13,4060.00%147CommonSHARED
594972408MSTRSTRATEGY INC$13,3870.00%154CommonSHARED
98138H101WDAYWORKDAY INC$13,3440.00%109CommonSHARED
N97284108NBISNEBIUS GROUP N.V.$13,2560.00%48CommonSHARED
722304102PDDPDD HOLDINGS INC$13,1960.00%173CommonSHARED
N3168P101FERFERROVIAL NV$13,1730.00%192CommonSHARED
285512109EAELECTRONIC ARTS INC$12,3020.00%60CommonSHARED
45168D104IDXXIDEXX LABS INC$11,0550.00%21CommonSHARED
218352102CORTCORCEPT THERAPEUTICS INC$8,6950.00%100CommonSOLE
053604104AVPTAVEPOINT INC$7,8470.00%700CommonSOLE
79589L106IOTSAMSARA INC$6,4860.00%200CommonSOLE

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.