MondegarAI
Virtus Investment Advisers, LLC

Q4 2024 · 13F-HR

Virtus Investment Advisers, LLCholdings as filed

Filed 2025-02-14 · accession 0001591068-25-000005

$127.6M
Reported value
360
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
45104G104IBNICICI BANK LIMITED$3.8M2.94%125,677CommonSHARED
92790A702VCLNVIRTUS ETF TR II$2.7M2.15%163,001CommonSHARED
037833100AAPLAPPLE INC$2.1M1.61%8,208CommonSHARED
594918104MSFTMICROSOFT CORP$2.0M1.58%4,789CommonSHARED
74164F103PRIMPRIMORIS SVCS CORP$1.9M1.46%24,382CommonSHARED
199908104FIXCOMFORT SYS USA INC$1.7M1.36%4,086CommonSHARED
67066G104NVDANVIDIA CORPORATION$1.7M1.34%12,774CommonSHARED
498894104KNFKNIFE RIVER CORP$1.7M1.32%16,546CommonSHARED
068463108BBSIBARRETT BUSINESS SVCS INC$1.7M1.31%38,351CommonSHARED
92337F107VCYTVERACYTE INC$1.6M1.26%40,689CommonSHARED
629209305NMIHNMI HLDGS INC$1.6M1.23%42,806CommonSHARED
204166102CVLTCOMMVAULT SYS INC$1.5M1.18%9,980CommonSHARED
256163106DOCUDOCUSIGN INC$1.4M1.12%15,925CommonSHARED
89346D107TACTRANSALTA CORP$1.4M1.08%96,983CommonSHARED
37959E102GLGLOBE LIFE INC$1.4M1.06%12,173CommonSHARED
29084Q100EMEEMCOR GROUP INC$1.3M1.03%2,902CommonSHARED
46138G508BKLNINVESCO EXCH TRADED FD TR II$1.2M0.93%56,622CommonSHARED
858155203GJBSTEELCASE INC$1.2M0.93%100,856CommonSHARED
23355L106DXCDXC TECHNOLOGY CO$1.2M0.93%59,188CommonSHARED
00766T100ACMAECOM$1.1M0.89%10,627CommonSHARED
410120109HWCHANCOCK WHITNEY CORPORATION$1.1M0.86%20,014CommonSHARED
589889104MMSIMERIT MED SYS INC$1.1M0.85%11,192CommonSHARED
71742Q106PAHCPHIBRO ANIMAL HEALTH CORP$1.0M0.81%49,504CommonSHARED
615394202MOG/AMOOG INC$964,9100.76%4,902CommonSHARED
458665304TILEINTERFACE INC$962,3120.75%39,520CommonSHARED
35905A109FTDRFRONTDOOR INC$958,0370.75%17,524CommonSHARED
09239B109BLBLACKLINE INC$926,1040.73%15,242CommonSHARED
65473P105NINISOURCE INC$910,0670.71%24,757CommonSHARED
02079K305GOOGLALPHABET INC$882,1380.69%4,660CommonSHARED
76680R206RNGRINGCENTRAL INC$875,2500.69%25,000CommonSHARED
023135106AMZNAMAZON COM INC$842,2380.66%3,839CommonSHARED
08579X101BRYBERRY CORP$833,8350.65%201,897CommonSHARED
759351604RGAREINSURANCE GRP OF AMERICA I$811,7940.64%3,800CommonSHARED
552848103MTGMGIC INVT CORP WIS$807,8950.63%34,074CommonSHARED
264147109DCODUCOMMUN INC DEL$802,1160.63%12,600CommonSHARED
74112D101PBHPRESTIGE CONSMR HEALTHCARE I$785,8200.62%10,063CommonSHARED
14167L103CDNACAREDX INC$777,9970.61%36,338CommonSHARED
562750109MANHMANHATTAN ASSOCIATES INC$765,0500.60%2,831CommonSHARED
071734107BHCBAUSCH HEALTH COS INC$747,1620.59%92,700CommonSHARED
05156V102AUPHAURINIA PHARMACEUTICALS INC$743,7950.58%82,828CommonSHARED
743312100PRGSPROGRESS SOFTWARE CORP$738,1500.58%11,330CommonSHARED
004225108ACADACADIA PHARMACEUTICALS INC$722,4400.57%39,370CommonSHARED
19459J104COLLCOLLEGIUM PHARMACEUTICAL INC$700,3780.55%24,446CommonSHARED
65341D102NXRTNEXPOINT RESIDENTIAL TR INC$697,2250.55%16,700CommonSHARED
00182C103ANIPANI PHARMACEUTICALS INC$680,9940.53%12,319CommonSHARED
900450206TBCHTURTLE BEACH CORP$673,7920.53%38,925CommonSHARED
92552R406PRSUVIAD CORP$667,8750.52%15,711CommonSHARED
133131102CPTCAMDEN PPTY TR$663,0530.52%5,714CommonSHARED
784730103SSRMSSR MINING IN$636,8400.50%91,500CommonSHARED
749607107RLIRLI CORP$615,3100.48%3,733CommonSHARED
87724P106TMHCTAYLOR MORRISON HOME CORP$594,1650.47%9,707CommonSHARED
620076307MSIMOTOROLA SOLUTIONS INC$592,5790.46%1,282CommonSHARED
670837103OGEOGE ENERGY CORP$588,8030.46%14,274CommonSHARED
576323109MTZMASTEC INC$586,2190.46%4,306CommonSHARED
26210C104DBXDROPBOX INC$585,7800.46%19,500CommonSHARED
55825T103MSGSMADISON SQUARE GRDN SPRT COR$584,9630.46%2,592CommonSHARED
134429109CPBTHE CAMPBELLS COMPANY$582,7600.46%13,915CommonSHARED
147528103CASYCASEYS GEN STORES INC$581,2690.46%1,467CommonSHARED
018802108LNTALLIANT ENERGY CORP$578,9210.45%9,789CommonSHARED
30034W106EVRGEVERGY INC$578,8780.45%9,405CommonSHARED
52661A108DRSLEONARDO DRS INC$572,2100.45%17,710CommonSHARED
632307104NTRANATERA INC$564,4980.44%3,566CommonSHARED
364760108GAPGAP INC$563,2680.44%23,837CommonSHARED
02209S103MOALTRIA GROUP INC$562,6400.44%10,760CommonSHARED
01881G106ABALLIANCEBERNSTEIN HLDG L P$556,3500.44%15,000CommonSHARED
38526M106LOPEGRAND CANYON ED INC$556,2650.44%3,396CommonSHARED
039653100ACAARCOSA INC$551,4180.43%5,700CommonSHARED
008492100ADCAGREE RLTY CORP$550,5670.43%7,815CommonSHARED
21240E105VLRSCONTROLADORA VUELA COMP DE A$548,5590.43%73,731CommonSHARED
451107106IDAIDACORP INC$546,9460.43%5,005CommonSHARED
64125C109NBIXNEUROCRINE BIOSCIENCES INC$543,9530.43%3,985CommonSHARED
86722A103SXCSUNCOKE ENERGY INC$531,7900.42%49,700CommonSHARED
90041L105TPBTURNING PT BRANDS INC$528,8800.41%8,800CommonSHARED
204149108CTBICOMMUNITY TR BANCORP INC$523,9360.41%9,880CommonSHARED
78648T100SAFTSAFETY INS GROUP INC$522,8280.41%6,345CommonSHARED
000361105AIRAAR CORP$519,4710.41%8,477CommonSHARED
615369105MCOMOODYS CORP$515,5000.40%1,089CommonSHARED
718172109PMPHILIP MORRIS INTL INC$511,1260.40%4,247CommonSHARED
387328107GVAGRANITE CONSTR INC$508,7180.40%5,800CommonSHARED
234264109DAKTDAKTRONICS INC$506,3060.40%30,030CommonSHARED
073685109BECNUSDBEACON ROOFING SUPPLY INC$505,8680.40%4,980CommonSHARED
466032109JJSFJ & J SNACK FOODS CORP$499,2080.39%3,218CommonSHARED
36237H101GIIIG III APPAREL GROUP LTD$489,3000.38%15,000CommonSHARED
71363P106PRDOPERDOCEO ED CORP$481,8600.38%18,204CommonSHARED
163092109CHGGCHEGG INC$479,1100.38%297,584CommonSHARED
87357P100TCMDTACTILE SYS TECHNOLOGY INC$478,4580.37%27,931CommonSHARED
76171L106REYNREYNOLDS CONSUMER PRODS INC$477,7770.37%17,702CommonSHARED
36467J108GLPIGAMING & LEISURE PPTYS INC$476,3990.37%9,892CommonSHARED
404251100HNIHNI CORP$475,9970.37%9,450CommonSHARED
172908105CTASCINTAS CORP$475,7510.37%2,604CommonSHARED
16359R103CHECHEMED CORP NEW$474,1710.37%895CommonSHARED
156727109CRNCCERENCE INC$471,0000.37%60,000CommonSHARED
30303M102METAMETA PLATFORMS INC$468,9940.37%801CommonSHARED
45827U109INTAINTAPP INC$466,5750.37%7,280CommonSHARED
497266106KEXKIRBY CORP$465,5200.36%4,400CommonSHARED
92276F100VTRVENTAS INC$459,3420.36%7,800CommonSHARED
800422107JBSSSANFILIPPO JOHN B & SON INC$456,3690.36%5,239CommonSHARED
128030202CALMCAL MAINE FOODS INC$453,5680.36%4,407CommonSHARED
978097103WWWWOLVERINE WORLD WIDE INC$446,2200.35%20,100CommonSHARED
18467V109YOUCLEAR SECURE INC$445,8740.35%16,737CommonSHARED
91529Y106UNMUNUM GROUP$445,8480.35%6,105CommonSHARED
926400102VSCOVICTORIAS SECRET AND CO$442,6140.35%10,686CommonSHARED
30161Q104EXELEXELIXIS INC$432,9000.34%13,000CommonSHARED
14888U101CPRXCATALYST PHARMACEUTICALS INC$432,2800.34%20,713CommonSHARED
784117103SEICSEI INVTS CO$420,6480.33%5,100CommonSHARED
90184D100TWSTTWIST BIOSCIENCE CORP$418,4160.33%9,004CommonSHARED
86333M108LRNSTRIDE INC$415,7200.33%4,000CommonSHARED
00847J105AGYSAGILYSYS INC$408,5640.32%3,102CommonSHARED
343498101FLOFLOWERS FOODS INC$407,9940.32%19,748CommonSHARED
318672706FBPFIRST BANCORP P R$390,3900.31%21,000CommonSHARED
86272C103STRASTRATEGIC ED INC$376,8560.30%4,034CommonSHARED
92826C839VVISA INC$376,7200.30%1,192CommonSHARED
029899101AWRAMER STATES WTR CO$373,2890.29%4,803CommonSHARED
740367404PFBCPREFERRED BK LOS ANGELES CA$366,0780.29%4,238CommonSHARED
909214306UISUNISYS CORP$363,9750.29%57,500CommonSHARED
371532102GCOGENESCO INC$361,0670.28%8,446CommonSHARED
49926D109KNKNOWLES CORP$360,7330.28%18,100CommonSHARED
29261A100EHCENCOMPASS HEALTH CORP$360,2570.28%3,901CommonSHARED
34354P105FLSFLOWSERVE CORP$360,0750.28%6,260CommonSHARED
243537107DECKDECKERS OUTDOOR CORP$358,8600.28%1,767CommonSHARED
705573103PEGAPEGASYSTEMS INC$357,5150.28%3,836CommonSHARED
723484101PNWPINNACLE WEST CAP CORP$351,3720.28%4,145CommonSHARED
002896207ANFABERCROMBIE & FITCH CO$347,0690.27%2,322CommonSHARED
09739D100BCCBOISE CASCADE CO DEL$336,7300.26%2,833CommonSHARED
602496101MDXGMIMEDX GROUP INC$335,2190.26%34,846CommonSHARED
743315103PGRPROGRESSIVE CORP$333,0580.26%1,390CommonSHARED
91680M107UPSTUPSTART HLDGS INC$332,4780.26%5,400CommonSHARED
68554V108OSURORASURE TECHNOLOGIES INC$331,7590.26%91,900CommonSHARED
74736L109QTWOQ2 HLDGS INC$330,0310.26%3,279CommonSHARED
781846209RUSHARUSH ENTERPRISES INC$325,9460.26%5,949CommonSHARED
783549108RRYDER SYS INC$324,3860.25%2,068CommonSHARED
57686G105MATXMATSON INC$323,6160.25%2,400CommonSHARED
45781M101INVAINNOVIVA INC$320,2460.25%18,458CommonSHARED
68629Y103ONLORION OFFICE REIT INC$314,2370.25%84,700CommonSHARED
26969P108EXPEAGLE MATLS INC$313,3850.25%1,270CommonSHARED
689648103OTTROTTER TAIL CORP$308,9470.24%4,184CommonSHARED
81762P102NOWSERVICENOW INC$307,4350.24%290CommonSHARED
292218104EIGEMPLOYERS HLDGS INC$306,7650.24%5,988CommonSHARED
03071H100AMSFAMERISAFE INC$303,9830.24%5,898CommonSHARED
91704F104UEURBAN EDGE PPTYS$301,0000.24%14,000CommonSHARED
671044105OSISOSI SYSTEMS INC$300,7040.24%1,796CommonSHARED
776696106ROPROPER TECHNOLOGIES INC$293,1950.23%564CommonSHARED
871332102SLVMSYLVAMO CORP$292,3740.23%3,700CommonSHARED
750236101RDNRADIAN GROUP INC$291,5700.23%9,192CommonSHARED
064058100BKBANK NEW YORK MELLON CORP$284,2710.22%3,700CommonSHARED
124411109BYBYLINE BANCORP INC$283,6200.22%9,780CommonSHARED
74727A104QCRHQCR HOLDINGS INC$282,2400.22%3,500CommonSHARED
03073E105CORCENCORA INC$279,5020.22%1,244CommonSHARED
37045V100GMGENERAL MTRS CO$278,7620.22%5,233CommonSHARED
416515104HIGHARTFORD FINL SVCS GROUP INC$274,8130.22%2,512CommonSHARED
78409V104SPGIS&P GLOBAL INC$273,9170.21%550CommonSHARED
03168L105AMRXAMNEAL PHARMACEUTICALS INC$273,3190.21%34,510CommonSHARED
948849104WMKWEIS MKTS INC$272,3700.21%4,022CommonSHARED
742718109PGPROCTER AND GAMBLE CO$271,2580.21%1,618CommonSHARED
12504L109CBRECBRE GROUP INC$267,8320.21%2,040CommonSHARED
109194100BFAMBRIGHT HORIZONS FAM SOL IN D$267,4810.21%2,413CommonSHARED
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$267,4350.21%590CommonSHARED
55305B101MHOM/I HOMES INC$265,9000.21%2,000CommonSHARED
494368103KMBKIMBERLY-CLARK CORP$264,1770.21%2,016CommonSHARED
92346J108VCELVERICEL CORP$261,3720.20%4,760CommonSHARED
000899104ADMAADMA BIOLOGICS INC$256,9070.20%14,980CommonSHARED
857477103STTSTATE STR CORP$255,1900.20%2,600CommonSHARED
87165B103SYFSYNCHRONY FINANCIAL$253,5650.20%3,901CommonSHARED
666807102NOCNORTHROP GRUMMAN CORP$252,9470.20%539CommonSHARED
35137L105FOXAFOX CORP$250,9160.20%5,165CommonSHARED
040413205ANETARISTA NETWORKS INC$250,7930.20%2,269CommonSHARED
828806109SPGSIMON PPTY GROUP INC NEW$249,7050.20%1,450CommonSHARED
314211103FHIFEDERATED HERMES INC$249,2910.20%6,064CommonSHARED
526107107LIILENNOX INTL INC$248,5940.19%408CommonSHARED
69007J106OUTFRONT MEDIA INC$243,8190.19%13,744CommonSHARED
690742101OCOWENS CORNING NEW$241,6840.19%1,419CommonSHARED
358029106FMSFRESENIUS MEDICAL CARE AG$239,9840.19%10,600CommonSHARED
00724F101ADBEADOBE INC$238,7930.19%537CommonSHARED
285512109EAELECTRONIC ARTS INC$238,4690.19%1,630CommonSHARED
000957100ABMABM INDS INC$235,4280.18%4,600CommonSHARED
74022D407PDSPRECISION DRILLING CORP$235,1200.18%3,850CommonSHARED
65290E101NXTNEXTRACKER INC$233,7920.18%6,400CommonSHARED
20848V105CCSICONSENSUS CLOUD SOLUTIONS IN$233,6130.18%9,791CommonSHARED
69331C108PCGPG&E CORP$229,7090.18%11,383CommonSHARED
931142103WMTWALMART INC$229,6700.18%2,542CommonSHARED
001055102AFLAFLAC INC$227,5680.18%2,200CommonSHARED
03209R103AMPHAMPHASTAR PHARMACEUTICALS IN$226,8270.18%6,109CommonSHARED
913259107UTLUNITIL CORP$226,3520.18%4,177CommonSHARED
267475101DYDYCOM INDS INC$226,2780.18%1,300CommonSHARED
566330106MCSMARCUS CORP DEL$225,7500.18%10,500CommonSHARED
86765K109SUNSUNOCO LP/SUNOCO FIN CORP$225,3070.18%4,380CommonSHARED
695156109PKGPACKAGING CORP AMER$225,1300.18%1,000CommonSHARED
92242T101VVXV2X INC$224,8010.18%4,700CommonSHARED
46625H100JPMJPMORGAN CHASE & CO.$220,2930.17%919CommonSHARED
02079K107GOOGALPHABET INC$219,0060.17%1,150CommonSHARED
512807306LRCXLAM RESEARCH CORP$216,6900.17%3,000CommonSHARED
87612G101TRGPTARGA RES CORP$214,2000.17%1,200CommonSHARED
98423J101XPERXPERI INC$212,0760.17%20,650CommonSHARED
12503M108CBOECBOE GLOBAL MKTS INC$212,0090.17%1,085CommonSHARED
46222L108IONQIONQ INC$208,8080.16%4,999CommonSHARED
154760409CPFCENTRAL PAC FINL CORP$208,2590.16%7,169CommonSHARED
513847103MZTILANCASTER COLONY CORP$205,6900.16%1,188CommonSHARED
022671101AMALAMALGAMATED FINANCIAL CORP$204,1670.16%6,100CommonSHARED
88160R101TSLATESLA INC$201,9200.16%500CommonSHARED
825704109SIBNSI-BONE INC$195,5790.15%13,950CommonSHARED
09290D101BLKBLACKROCK INC$194,7710.15%190CommonSHARED
94106L109WMWASTE MGMT INC DEL$190,6920.15%945CommonSHARED
482480100KLACKLA CORP$189,0360.15%300CommonSHARED
591520200MEIMETHODE ELECTRS INC$188,6400.15%16,000CommonSHARED
05988J103BANDBANDWIDTH INC$178,7100.14%10,500CommonSHARED
115236101BROBROWN & BROWN INC$175,8820.14%1,724CommonSHARED
98956A105ZETAZETA GLOBAL HOLDINGS CORP$173,3700.14%9,637CommonSHARED
375916103GILGILDAN ACTIVEWEAR INC$173,0970.14%3,679CommonSHARED
58450V104MAXMEDIAALPHA INC$171,5850.13%15,198CommonSHARED
457187102INGRINGREDION INC$170,5740.13%1,240CommonSHARED
58155Q103MCKMCKESSON CORP$169,8330.13%298CommonSHARED
83200N103SMARGBPSMARTSHEET INC$168,0900.13%3,000CommonSHARED
98978V103ZTSZOETIS INC$167,8180.13%1,030CommonSHARED
827048109SLGNSILGAN HLDGS INC$166,0400.13%3,190CommonSHARED
92338C103VLTOVERALTO CORP$162,9600.13%1,600CommonSHARED
90364P105PATHUIPATH INC$160,1460.13%12,600CommonSHARED
42222N103HSTMHEALTHSTREAM INC$159,4770.12%5,015CommonSHARED
03831W108APPAPPLOVIN CORP$158,6770.12%490CommonSHARED
23918K108DVADAVITA INC$158,2240.12%1,058CommonSHARED
68621F102ORGOORGANOGENESIS HLDGS INC$156,8000.12%49,000CommonSHARED
532457108LLYELI LILLY & CO$154,4000.12%200CommonSHARED
30231G102XOMEXXON MOBIL CORP$150,5980.12%1,400CommonSHARED
68389X105ORCLORACLE CORP$149,9760.12%900CommonSHARED
525327102LDOSLEIDOS HOLDINGS INC$149,8220.12%1,040CommonSHARED
913290102UNTYUNITY BANCORP INC$148,2740.12%3,400CommonSHARED
969904101WSMWILLIAMS SONOMA INC$148,1440.12%800CommonSHARED
03152W109AM6AMICUS THERAPEUTICS INC$142,2420.11%15,100CommonSHARED
31620M106FISFIDELITY NATL INFORMATION SV$139,8940.11%1,732CommonSHARED
231021106CMICUMMINS INC$139,4400.11%400CommonSHARED
309627107FMNBFARMERS NATIONAL BANC CORP$139,3560.11%9,800CommonSHARED
872540109TJXTJX COS INC NEW$137,9650.11%1,142CommonSHARED
72147K108PPCPILGRIMS PRIDE CORP$136,1700.11%3,000CommonSHARED
053015103ADPAUTOMATIC DATA PROCESSING IN$134,3630.11%459CommonSHARED
101137107BSXBOSTON SCIENTIFIC CORP$130,4070.10%1,460CommonSHARED
12326C105BFSTBUSINESS FIRST BANCSHARES IN$128,5000.10%5,000CommonSHARED
149123101CATCATERPILLAR INC$126,9660.10%350CommonSHARED
59156R108METMETLIFE INC$126,0950.10%1,540CommonSHARED
83190L208SMBKSMARTFINANCIAL INC$123,9200.10%4,000CommonSHARED
413197104HRMYHARMONY BIOSCIENCES HLDGS IN$123,8760.10%3,600CommonSHARED
29452E101EQHEQUITABLE HLDGS INC$122,6420.10%2,600CommonSHARED
695127100PCRXPACIRA BIOSCIENCES INC$122,4600.10%6,500CommonSHARED
683416101OOMAOOMA INC$120,9300.09%8,601CommonSHARED
92840M102VSTVISTRA CORP$120,0850.09%871CommonSHARED
501044101KRKROGER CO$117,7140.09%1,925CommonSHARED
539830109LMTLOCKHEED MARTIN CORP$116,6260.09%240CommonSHARED
64110D104NTAPNETAPP INC$116,0800.09%1,000CommonSHARED
257701201DGICADONEGAL GROUP INC$115,0500.09%7,437CommonSHARED
92915B106VYGRVOYAGER THERAPEUTICS INC$113,9950.09%20,105CommonSHARED
152006102CGAUCENTERRA GOLD INC$113,8000.09%20,000CommonSHARED
681936100OHIOMEGA HEALTHCARE INVS INC$112,4520.09%2,971CommonSHARED
00445A100ACELYRIN INC$112,0980.09%35,700CommonSHARED
540424108LLOEWS CORP$111,4520.09%1,316CommonSHARED
09857LAN8BKNG 0.75 05/01/25BOOKING HOLDINGS INC$110,8250.09%42,000CommonSOLE
038222105AMATAPPLIED MATLS INC$108,3120.08%666CommonSHARED
29975E109EB4EVENTBRITE INC$108,1920.08%32,200CommonSHARED
09227Q100BLKBBLACKBAUD INC$107,1840.08%1,450CommonSHARED
40637H109HALOHALOZYME THERAPEUTICS INC$104,9910.08%2,196CommonSHARED
88579Y101MMM3M CO$102,4970.08%794CommonSHARED
780153BQ4RCL 6 08/15/25ROYAL CARIBBEAN GROUP$101,9040.08%22,000CommonSOLE
203668108CYHCOMMUNITY HEALTH SYS INC NEW$101,2650.08%33,868CommonSHARED
05637B105BLZEBACKBLAZE INC$101,2380.08%16,817CommonSHARED
95040Q104WELLWELLTOWER INC$98,9340.08%785CommonSHARED
06652N107BSVNBANK7 CORP$97,9860.08%2,100CommonSHARED
443573AD2HUBS 0.375 06/01/25HUBSPOT INC$95,8040.08%39,000CommonSOLE
40412C101HCAHCA HEALTHCARE INC$95,4480.07%318CommonSHARED
319390100FBIZFIRST BUSINESS FINL SVCS INC$94,8950.07%2,050CommonSHARED
02083X103PINEALPINE INCOME PPTY TR INC$94,0240.07%5,600CommonSHARED
12541W209CHRWC H ROBINSON WORLDWIDE INC$92,9880.07%900CommonSHARED
737446104POSTPOST HLDGS INC$92,7130.07%810CommonSHARED
747525103QCOMQUALCOMM INC$92,4790.07%602CommonSHARED
697435AF2PANW 0.375 06/01/25PALO ALTO NETWORKS INC$91,4380.07%25,000CommonSOLE
122017AD8BURL 1.25 12/15/27BURLINGTON STORES INC$91,2560.07%61,000CommonSOLE
635017106FIZZNATIONAL BEVERAGE CORP$89,6070.07%2,100CommonSHARED
63888U108NGVCNATURAL GROCERS BY VITAMIN C$89,0920.07%2,243CommonSHARED
387328AD9GVA 3.75 05/15/28GRANITE CONSTR INC$88,3710.07%45,000CommonSOLE
23804LAB9DDOG 0.125 06/15/25DATADOG INC$86,6880.07%56,000CommonSOLE
209115104EDCONSOLIDATED EDISON INC$86,6420.07%971CommonSHARED
594972AE1MSTR 0 02/15/27MICROSTRATEGY INC$86,5200.07%42,000CommonSOLE
12634H200PMTSCPI CARD GROUP INC$84,2300.07%2,818CommonSHARED
30034WAD8EVRG 4.5 12/15/27EVERGY INC$83,5840.07%77,000CommonSOLE
79466L302CRMSALESFORCE INC$82,9140.06%248CommonSHARED
253651202DBDDIEBOLD NIXDORF INC$81,6900.06%1,898CommonSHARED
949746804WFC 7.5 PERP LWELLS FARGO CO NEW$78,8240.06%66CommonSHARED
81180WBL4STX 3.5 06/01/28SEAGATE HDD CAYMAN$78,0330.06%65,000CommonSOLE
98850P109YUMCYUM CHINA HLDGS INC$77,0720.06%1,600CommonSHARED
189054109CLXCLOROX CO DEL$76,3330.06%470CommonSHARED
682680103OKEONEOK INC NEW$74,2960.06%740CommonSHARED
049468101TEAMATLASSIAN CORPORATION$73,0140.06%300CommonSHARED
86333MAA6LRN 1.125 09/01/27STRIDE INC$70,5080.06%35,000CommonSOLE
45867GAD3IDCC 3.5 06/01/27INTERDIGITAL INC$70,3460.06%28,000CommonSOLE
40637HAF6HALO 1 08/15/28HALOZYME THERAPEUTICS INC$70,0970.05%65,000CommonSOLE
02376RAF9AAL 6.5 07/01/25AMERICAN AIRLINES GROUP INC$70,0930.05%60,000CommonSOLE
097023204BA 6 10/15/27BOEING CO$70,0240.05%1,150CommonSHARED
62886HAX9NCLH 5.375 08/01/25NCL CORP LTD$68,4910.05%48,000CommonSOLE
92343XAC4VRNT 0.25 04/15/26VERINT SYSTEMS INC$68,4380.05%73,000CommonSOLE
743312AB6PRGS 1 04/15/26PROGRESS SOFTWARE CORP$67,1740.05%56,000CommonSOLE
11135F101AVGOBROADCOM INC$66,5380.05%287CommonSHARED
98980GAB8ZS 0.125 07/01/25ZSCALER INC$63,2660.05%51,000CommonSOLE
617446448MSMORGAN STANLEY$62,8600.05%500CommonSHARED
92277GAZ0VTR 3.75 06/01/26VENTAS RLTY LTD PARTNERSHIP$62,5350.05%55,000CommonSOLE
88557W101QFINQIFU TECHNOLOGY INC$61,4080.05%1,600CommonSHARED
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$60,1030.05%467CommonSHARED
369604301GEGE AEROSPACE$59,7110.05%358CommonSHARED
26441C204DUKDUKE ENERGY CORP NEW$57,6410.05%535CommonSHARED
571748102MRSHMARSH & MCLENNAN COS INC$56,5010.04%266CommonSHARED
84921RAB6SPOT 0 03/15/26SPOTIFY USA INC$55,2810.04%52,000CommonSOLE
45784PAK7PODD 0.375 09/01/26INSULET CORP$54,3430.04%43,000CommonSOLE
62886HBK6NCLH 2.5 02/15/27NCL CORP LTD$51,2700.04%49,000CommonSOLE
02043QAB3ALNY 1 09/15/27ALNYLAM PHARMACEUTICALS INC$49,9590.04%47,000CommonSOLE
67059NAH1NTNX 0.25 10/01/27NUTANIX INC$49,5280.04%41,000CommonSOLE
05988JAD5BAND 0.5 04/01/28BANDWIDTH INC$46,2350.04%58,000CommonSOLE
629377CG5NRG 2.75 06/01/48NRG ENERGY INC$46,0740.04%21,000CommonSOLE
501812AB7LCII 1.125 05/15/26LCI INDS$46,0320.04%47,000CommonSOLE
26210CAC8DBX 0 03/01/26DROPBOX INC$45,4940.04%46,000CommonSOLE
126349AH2CSGS 3.875 09/15/28CSG SYS INTL INC$45,3150.04%45,000CommonSOLE
62957HAL9NBR 1.75 06/15/29NABORS INDS INC$44,1090.03%61,000CommonSOLE
30063PAC9EXAS 0.375 03/01/28EXACT SCIENCES CORP$44,0500.03%50,000CommonSOLE
40131MAB5GH 0 11/15/27GUARDANT HEALTH INC$43,5500.03%52,000CommonSOLE
125896BX7CMS 3.375 05/01/28CMS ENERGY CORP$43,4910.03%42,000CommonSOLE
453204AD1PI 1.125 05/15/27IMPINJ INC$42,5180.03%30,000CommonSOLE
98423FAB5XMTR 1 02/01/27XOMETRY INC$42,2200.03%40,000CommonSOLE
842587DP9SO 3.875 12/15/25SOUTHERN CO$42,0200.03%40,000CommonSOLE
465741AN6ITRI 0 03/15/26ITRON INC$40,3650.03%39,000CommonSOLE
15677JAD0DAY 0.25 03/15/26DAYFORCE INC$39,4010.03%41,000CommonSOLE
48123VAH5ZD 3.625 03/01/28ZIFF DAVIS INC$39,0770.03%40,000CommonSOLE
76680RAH0RNG 0 03/15/26RINGCENTRAL INC$38,9970.03%42,000CommonSOLE
852234AK9XYZ 0.25 11/01/27BLOCK INC$38,9700.03%45,000CommonSOLE
26210CAD6DBX 0 03/01/28DROPBOX INC$38,7840.03%38,000CommonSOLE
00827BAB2AFRM 0 11/15/26AFFIRM HLDGS INC$38,7800.03%43,000CommonSOLE
011642AB1ALRM 0 01/15/26ALARM COM HLDGS INC$38,6840.03%41,000CommonSOLE
26884U208EPR 5.75 PERP CEPR PPTYS$38,6260.03%1,857CommonSHARED
405024AB6HAE 0 03/01/26HAEMONETICS CORP MASS$38,5930.03%41,000CommonSOLE
670704AJ4GMED 0.375 03/15/25NUVASIVE INC$38,5130.03%39,000CommonSOLE
852234AJ2XYZ 0 05/01/26BLOCK INC$38,0280.03%41,000CommonSOLE
45781MAD3INVA 2.125 03/15/28INNOVIVA INC$37,5760.03%40,000CommonSOLE
647551AE0NMFC 7.5 10/15/25NEW MTN FIN CORP$37,0730.03%37,000CommonSOLE
64049MAB6NEO 0.25 01/15/28NEOGENOMICS INC$36,9330.03%44,000CommonSOLE
42703MAF0HLF 4.25 06/15/28HERBALIFE LTD$36,0160.03%47,000CommonSOLE
20717MAB9CFLT 0 01/15/27CONFLUENT INC$35,9400.03%40,000CommonSOLE
298736AL3EEFT 0.75 03/15/49EURONET WORLDWIDE INC$35,5860.03%36,000CommonSOLE
852234AF0XYZ 0.125 03/01/25BLOCK INC$34,6850.03%35,000CommonSOLE
25402DAB8DOCN 0 12/01/26DIGITALOCEAN HLDGS INC$34,6130.03%39,000CommonSOLE
69331CAL2PCG 4.25 12/01/27PG&E CORP$33,6200.03%31,000CommonSOLE
85571BBA2STWD 6.75 07/15/27STARWOOD PPTY TR INC$33,2390.03%32,000CommonSOLE
09061GAK7BMRN 1.25 05/15/27BIOMARIN PHARMACEUTICAL INC$32,4800.03%35,000CommonSOLE
40171VAA8GWRE 1.25 03/15/25GUIDEWIRE SOFTWARE INC$29,5200.02%20,000CommonSOLE
87484T108TALOTALOS ENERGY INC$28,8690.02%2,973CommonSHARED
00971TAJ0AKAM 0.125 05/01/25AKAMAI TECHNOLOGIES INC$28,5540.02%27,000CommonSOLE
060505682BAC 7.25 PERP LBANK AMERICA CORP$26,8240.02%22CommonSHARED
05464CAB7AXON 0.5 12/15/27AXON ENTERPRISE INC$26,0500.02%10,000CommonSOLE
90353TAM2UBER 0.875 12/01/28 2028UBER TECHNOLOGIES INC$22,0000.02%20,000CommonSOLE
19459JAC8COLL 2.875 02/15/29COLLEGIUM PHARMACEUTICAL INC$19,9030.02%19,000CommonSOLE
92940WAD1WIX 0 08/15/25WIX COM LTD$19,2900.02%20,000CommonSOLE
33835LAA3FVRR 0 11/01/25FIVERR INTL LTD$18,9560.01%20,000CommonSOLE
922280AB8VRNS 1.25 08/15/25VARONIS SYS INC$17,4240.01%12,000CommonSOLE
76954AAB9RIVN 4.625 03/15/29RIVIAN AUTOMOTIVE INC$12,0650.01%12,000CommonSOLE
571903202MARMARRIOTT INTL INC NEW$8,3680.01%30CommonSHARED
00287Y109ABBVABBVIE INC$7,8190.01%44CommonSHARED
478160104JNJJOHNSON & JOHNSON$2,7480.00%19CommonSHARED
58933Y105MRKMERCK & CO INC$1,2930.00%13CommonSHARED

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.