MondegarAI
Anfield Capital Management, LLC

Q2 2024 · 13F-HR

Anfield Capital Management, LLCholdings as filed

Filed 2024-07-31 · accession 0001602020-24-000004

$205.9M
Reported value
404
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TRUST$38.4M18.7%70,619CommonNONE
81369Y852XLCCOMM SERV SELECT SECTOR SPDR$14.5M7.03%168,996CommonNONE
81369Y605XLFFINANCIAL SELECT SECTOR SPDR$13.4M6.50%325,389CommonNONE
90214Q733AESRANFIELD US EQUITY SECTOR ROT$13.2M6.42%808,754CommonNONE
92189F676SMHVANECK SEMICONDUCTOR ETF$13.1M6.35%50,123CommonNONE
81369Y803XLKTECHNOLOGY SELECT SECT SPDR$12.2M5.91%53,754CommonNONE
46429B267GOVTISHARES US TREASURY BOND ETF$10.0M4.88%444,942CommonNONE
46138E719IFLNINVESCO FUNDAMENTAL HIGH YIE$9.6M4.66%533,652CommonNONE
808524607SCHASCHWAB US SMALL-CAP ETF$7.5M3.63%157,430CommonNONE
81369Y209XLVHEALTH CARE SELECT SECTOR$6.6M3.19%45,080CommonNONE
81369Y407XLYCONSUMER DISCRETIONARY SELT$5.7M2.79%31,489CommonNONE
97717W851DXJWISDOMTREE JAPAN HEDGED EQ$5.1M2.46%44,872CommonNONE
78464A847SPMDSPDR PORTFOLIO S&P 400 MID C$4.3M2.10%84,484CommonNONE
81369Y704XLIINDUSTRIAL SELECT SECT SPDR$3.8M1.86%31,348CommonNONE
33740F623FJANFT VEST U.S. EQUITY BUFFER E$3.5M1.69%79,978CommonNONE
69374H519PSMRPACER SWAN SOS MODERATE APR$3.3M1.60%125,600CommonNONE
81369Y308XLPCONSUMER STAPLES SPDR$3.0M1.44%38,768CommonNONE
78468R622JNKSPDR BLOOMBERG HIGH YIELD BO$2.9M1.43%31,258CommonNONE
67066G104NVDANVIDIA CORP$2.3M1.10%18,262CommonNONE
90214Q725ADFIANFIELD DYNAMIC FIXED INCOME$1.9M0.93%226,010CommonNONE
69374H550PSMDPACER SWAN SOS MODERATE JANU$1.8M0.87%64,648CommonNONE
33740F482GMARFT VEST US EQUITY MODERATE B$1.6M0.76%44,399CommonNONE
46435G102ICVTISHARES CONVERTIBLE BOND ETF$1.3M0.65%17,060CommonNONE
90214Q642RPHSREGENTS PARK HEDGED MARKET$1.3M0.65%134,372CommonNONE
30303M102METAMETA PLATFORMS INC-CLASS A$1.3M0.61%2,491CommonNONE
02079K107GOOGALPHABET INC-CL C$1.2M0.60%6,682CommonNONE
G0450A105ACGLARCH CAPITAL GROUP LTD$1.2M0.57%11,545CommonNONE
64110L106NFLXNETFLIX INC$1.2M0.56%1,711CommonNONE
922908363VOOVANGUARD S&P 500 ETF$1.1M0.56%2,292CommonNONE
03076C106AMPAMERIPRISE FINANCIAL INC$1.1M0.52%2,525CommonNONE
33740U687GNOVFT VEST US EQUITY MODERATE B$999,8110.49%29,607CommonNONE
33740U612MARMFTVESTUS MAX BUFF ETF MARCH$889,7040.43%29,906CommonNONE
037833100AAPLAPPLE INC$731,2070.36%3,472CommonNONE
023135106AMZNAMAZON.COM INC$573,9940.28%2,970CommonNONE
594918104MSFTMICROSOFT CORP$567,4310.28%1,269CommonNONE
90214Q543FOUNDATIONS DYNAMIC GR ETF$552,5960.27%43,649CommonNONE
90214Q535FOUNDATIONS DYNAMIC VAL ETF$535,2270.26%45,606CommonNONE
90214Q550FOUNDATIONS DYNAMIC CORE ETF$532,4550.26%44,827CommonNONE
33740U653GAUGFT VEST US EQUITY MODERATE B$413,9050.20%12,293CommonNONE
69374H493PSMJPACER SWAN SOS MODERATE JULY$379,0960.18%14,119CommonNONE
72201R718LDURPIMCO ENHANCED LOW DURATION$349,6160.17%3,693CommonNONE
Y2106R110LPGDORIAN LPG LTD$346,6740.17%8,262CommonNONE
302635206FSKFS KKR CAPITAL CORP$320,9090.16%16,265CommonNONE
03762U105ARIAPOLLO COMMERCIAL REAL ESTAT$320,4070.16%32,728CommonNONE
427096508HTGCHERCULES CAPITAL INC$301,5970.15%14,748CommonNONE
69121K104OBDCBLUE OWL CAPITAL CORP$264,4070.13%17,214CommonNONE
33740F763FFEBFT VEST US EQUITY BUFFER ETF$262,3050.13%5,606CommonNONE
09261X102BXSLBLACKSTONE SECURED LENDING F$242,1120.12%7,907CommonNONE
30290Y101FSCOFS CREDIT OPPORTUNITIES CORP$241,7800.12%37,956CommonNONE
04010L103ARCCARES CAPITAL CORP$235,4740.11%11,299CommonNONE
71654V408PBRPETROLEO BRASILEIRO-SPON ADR$227,0580.11%15,670CommonNONE
279158109ECECOPETROL SA-SPONSORED ADR$212,0390.10%18,949CommonNONE
78463X202FEZSPDR EURO STOXX 50 ETF$206,4740.10%4,127CommonNONE
02079K305GOOGLALPHABET INC-CL A$202,4090.10%1,111CommonNONE
33740U661GJULFT VEST US EQUITY MODERATE B$196,6500.10%5,659CommonNONE
451100101IEPICAHN ENTERPRISES LP$184,8560.09%11,217CommonNONE
33738D309FTSLFIRST TRUST SENIOR LOAN ETF$183,6160.09%4,017CommonNONE
146280508SILASILA REALTY TRUST INC$174,9070.08%8,262CommonNONE
88160R101TSLATESLA INC$171,9580.08%869CommonNONE
833635105SQMQUIMICA Y MINERA CHIL-SP ADR$168,0120.08%4,123CommonNONE
128030202CALMCAL-MAINE FOODS INC$166,3410.08%2,722CommonNONE
33740U695GOCTFT VEST US EQUITY MODERATE B$163,5100.08%4,795CommonNONE
29273V100ETENERGY TRANSFER LP$160,2050.08%9,877CommonNONE
45781V101IIPRINNOVATIVE INDUSTRIAL PROPER$155,0920.08%1,420CommonNONE
464287200IVVISHARES CORE S&P 500 ETF$154,8660.08%283CommonNONE
55336V100MPLXMPLX LP$153,3670.07%3,601CommonNONE
46138E404PCEFINVESCO CEF INCOME COMPOSITE$137,8190.07%7,323CommonNONE
252131107DXCMDEXCOM INC$136,0560.07%1,200CommonNONE
46641Q332JEPIJPMORGAN EQUITY PREMIUM INCO$132,0080.06%2,329CommonNONE
05684B107BCSFBAIN CAPITAL SPECIALTY FINAN$130,3980.06%7,995CommonNONE
46090E103QQQINVESCO QQQ TRUST SERIES 1$126,4850.06%264CommonNONE
33740F722FJUNFT VEST US EQUITY BUFF ETF-J$125,5980.06%2,595CommonNONE
03969F109RCUSARCUS BIOSCIENCES INC$122,4640.06%8,041CommonNONE
464288588MBBISHARES MBS ETF$121,0970.06%1,319CommonNONE
25820R105DMLPDORCHESTER MINERALS LP$118,4640.06%3,840CommonNONE
31609A503FMDEFIDELITY ENHANCED MD CP ETF$115,5030.06%3,922CommonNONE
Y46717107KENKENON HOLDINGS LTD$114,6240.06%4,669CommonNONE
69374H485PSMOPACER SWAN SOS MOD OCT ETF$114,3300.06%4,281CommonNONE
088606108BHPBHP GROUP LTD-SPON ADR$109,6130.05%1,920CommonNONE
88339J105TTDTRADE DESK INC/THE -CLASS A$107,6320.05%1,102CommonNONE
00123Q104AGNCAGNC INVESTMENT CORP$106,2950.05%11,142CommonNONE
25179M103DVNDEVON ENERGY CORP$105,8920.05%2,234CommonNONE
22160K105COSTCOSTCO WHOLESALE CORP$96,0490.05%113CommonNONE
032095101APHAMPHENOL CORP-CL A$93,2400.05%1,384CommonNONE
92204A702VGTVANGUARD INFO TECH ETF$92,2540.04%160CommonNONE
10949T109BRSPBRIGHTSPIRE CAPITAL INC$88,7660.04%15,573CommonNONE
589889104MMSIMERIT MEDICAL SYSTEMS INC$85,9500.04%1,000CommonNONE
33741X102SDVYFIRST TRUST SMID CAP RISING$83,4500.04%2,500CommonNONE
75574U101RCREADY CAPITAL CORP$83,0840.04%10,157CommonNONE
461202103INTUINTUIT INC$82,1510.04%125CommonNONE
57636Q104MAMASTERCARD INC - A$78,9680.04%179CommonNONE
58463J304MPTMEDICAL PROPERTIES TRUST INC$73,1580.04%16,974CommonNONE
92206C102VGSHVANGUARD SHORT-TERM TREASURY$68,6600.03%1,184CommonNONE
45782C888BAPRINNOVATOR U.S. EQUITY BUFFER$66,3840.03%1,600CommonNONE
882508104TXNTEXAS INSTRUMENTS INC$66,3350.03%341CommonNONE
04014F102ARDCARES DYNAMIC CREDIT ALL$64,6820.03%4,344CommonNONE
30151E806CEFSSABA CLOSED END FUNDS ETF$64,3170.03%3,021CommonNONE
037638103APOLLO TACTICAL INCOME FUND$64,1230.03%4,380CommonNONE
872590104TMUST-MOBILE US INC$63,7110.03%362CommonNONE
92189F411BIZDVANECK BDC INCOME ETF$63,5290.03%3,713CommonNONE
47103U753JBBBJANUS HENDERSON B-BBB CLO ET$63,1470.03%1,284CommonNONE
35473P595FLBLFRANKLIN SENIOR LOAN ETF$63,1240.03%2,586CommonNONE
46138G508BKLNINVESCO SENIOR LOAN ETF$63,0990.03%2,999CommonNONE
69374H428FLRTPACER PACIFIC ASSET FLOATING$62,9560.03%1,324CommonNONE
46431W606HYGHISHARES INT RATE HEDG HY ETF$62,6450.03%737CommonNONE
025072349AVLVAVANTIS US LARGE CAP VALUE$62,4630.03%994CommonNONE
92790A405SEIXVIRTUS SEIX SENIOR LOAN ETF$62,4350.03%2,620CommonNONE
46431W705LQDHISHARES INT HEDG CORP BD ETF$62,0770.03%668CommonNONE
45782C334NAPRINNOVATOR GROWTH 100 POWER B$61,9260.03%1,300CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC-CL B$61,4540.03%151CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$60,8300.03%110CommonNONE
808524300SCHGSCHWAB US LARGE-CAP GROWTH$59,6190.03%591CommonNONE
26923G822PFFAVIRTUS INFRACAP US PREF STCK$58,8000.03%2,796CommonNONE
172908105CTASCINTAS CORP$52,5200.03%75CommonNONE
23804L103DDOGDATADOG INC - CLASS A$51,8760.03%400CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$51,5000.03%13CommonNONE
892331307TMTOYOTA MOTOR CORP -SPON ADR$51,2430.02%250CommonNONE
548661107LOWLOWE'S COS INC$49,3830.02%224CommonNONE
217204106CPRTCOPART INC$47,9860.02%886CommonNONE
78468R663BILSPDR BLOOMBERG 1-3 MONTH T-B$42,5860.02%464CommonNONE
98943L107ZNTLZENTALIS PHARMACEUTICALS INC$39,9470.02%9,767CommonNONE
464287101OEFISHARES S&P 100 ETF$39,1160.02%148CommonNONE
464287242LQDISHARES IBOXX INVESTMENT GRA$38,6700.02%361CommonNONE
11133T103BRBROADRIDGE FINANCIAL SOLUTIO$38,6120.02%196CommonNONE
824348106SHWSHERWIN-WILLIAMS CO/THE$38,4970.02%129CommonNONE
78409V104SPGIS&P GLOBAL INC$38,3560.02%86CommonNONE
872540109TJXTJX COMPANIES INC$37,3240.02%339CommonNONE
30231G102XOMEXXON MOBIL CORP$37,0690.02%322CommonNONE
464287432TLTISHARES 20 YEAR TREASURY BD$36,2530.02%395CommonNONE
464288513HYGISHARES IBOXX HIGH YLD CORP$35,8700.02%465CommonNONE
855244109SBUXSTARBUCKS CORP$35,6600.02%458CommonNONE
46625H100JPMJPMORGAN CHASE & CO$34,3840.02%170CommonNONE
921937835BNDVANGUARD TOTAL BOND MARKET$34,2240.02%475CommonNONE
166764100CVXCHEVRON CORP$34,0470.02%218CommonNONE
91680M107UPSTUPSTART HOLDINGS INC$33,4030.02%1,416CommonNONE
33740F714DJUNFT VEST US EQUITY DEEP BUFFE$33,3660.02%816CommonNONE
921908844VIGVANGUARD DIVIDEND APPREC ETF$29,2080.01%160CommonNONE
464287481IWPISHARES RUSSELL MID-CAP GROW$28,4700.01%258CommonNONE
808524854SCHRSCHWAB INTERMEDIATE-TERM US$23,8970.01%490CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING$23,8690.01%100CommonNONE
90384S303ULTAULTA BEAUTY INC$22,3800.01%58CommonNONE
921943858VEAVANGUARD FTSE DEVELOPED ETF$22,1900.01%449CommonNONE
58933Y105MRKMERCK & CO. INC.$21,7890.01%176CommonNONE
922042858VWOVANGUARD FTSE EMERGING MARKE$21,3550.01%488CommonNONE
00206R102TAT&T INC$21,1740.01%1,108CommonNONE
78464A805SPTMSPDR PORTFOLIO S&P 1500 COMP$20,8610.01%314CommonNONE
570535104MKLMARKEL GROUP INC$20,4840.01%13CommonNONE
G8473T100STESTERIS PLC$19,9780.01%91CommonNONE
478160104JNJJOHNSON & JOHNSON$19,1470.01%131CommonNONE
25434V302DFAEDIMENSIONAL EMERGING CORE EQ$19,1180.01%739CommonNONE
747525103QCOMQUALCOMM INC$18,3250.01%92CommonNONE
744320102PRUPRUDENTIAL FINANCIAL INC$18,0470.01%154CommonNONE
67079K100SMRNUSCALE POWER CORP$17,9790.01%1,538CommonNONE
464287226AGGISHARES CORE U.S. AGGREGATE$17,9580.01%185CommonNONE
37954Y855LITGLOBAL X LITHIUM & BATTERY T$17,8140.01%459CommonNONE
931142103WMTWALMART INC$17,2940.01%255CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$16,8670.01%409CommonNONE
254687106DISWALT DISNEY CO/THE$16,6810.01%168CommonNONE
78467V848TOTLSPDR DOUBLELINE TR TACT ETF$16,0470.01%404CommonNONE
742718109PGPROCTER & GAMBLE CO/THE$15,9970.01%97CommonNONE
92826C839VVISA INC-CLASS A SHARES$13,6490.01%52CommonNONE
532457108LLYELI LILLY & CO$13,5810.01%15CommonNONE
00287Y109ABBVABBVIE INC$13,5500.01%79CommonNONE
20825C104COPCONOCOPHILLIPS$13,3820.01%117CommonNONE
002824100ABTABBOTT LABORATORIES$13,3000.01%128CommonNONE
172967424CCITIGROUP INC$12,7550.01%201CommonNONE
75513E101RTXRTX CORP$12,7500.01%127CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$12,7320.01%25CommonNONE
45782C680PAUGINNOVATOR U.S. EQUITY POWER$12,4860.01%342CommonNONE
45782C813PJULINNOVATOR U.S. EQUITY POWER$12,3930.01%319CommonNONE
45782C656PSEPINNOVATOR U.S. EQUITY POWER$12,3280.01%329CommonNONE
219948106CPAYCORPAY INC$12,2550.01%46CommonNONE
92204A306VDEVANGUARD ENERGY ETF$12,2470.01%96CommonNONE
45782C508PJANINNOVATOR U.S. EQUITY POWER$12,2300.01%304CommonNONE
25434V716DFSUDIMENSIONAL US SUS CORE1 ETF$12,2010.01%350CommonNONE
45782C797POCTINNOVATOR U.S. EQUITY POWER$12,1760.01%318CommonNONE
25434V203DFAIDIMENSIONAL INTERNATIONAL CO$12,1650.01%410CommonNONE
45782C417PFEBINNOVATOR U.S. EQUITY POWER$12,1200.01%345CommonNONE
45782C540PDECINNOVATOR U.S. EQUITY POWER$12,0780.01%322CommonNONE
45782C318PMAYINNOVATOR U.S. EQUITY POWER$11,9390.01%350CommonNONE
45782C383PMARINNOVATOR U.S. EQUITY POWER$11,8690.01%313CommonNONE
45782C870PAPRINNOVATOR U.S. EQUITY POWER$11,7840.01%340CommonNONE
31428X106FDXFEDEX CORP$11,6940.01%39CommonNONE
45782C748PJUNINNOVATOR U.S. EQUITY POWER$11,6480.01%327CommonNONE
45782C573PNOVINNOVATOR U.S. EQUITY POWER$11,5070.01%317CommonNONE
78467V608SRLNSPDR BLACKSTONE SENIOR LOAN$11,4530.01%274CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC-A$11,3990.01%450CommonNONE
949746101WMT2WELLS FARGO & CO$11,2250.01%189CommonNONE
464287325IXJISHARES GLOBAL HEALTHCARE ET$11,1410.01%120CommonNONE
539830109LMTLOCKHEED MARTIN CORP$10,7430.01%23CommonNONE
097023105BABOEING CO/THE$10,7390.01%59CommonNONE
464287655IWMISHARES RUSSELL 2000 ETF$10,3470.01%51CommonNONE
21036P108STZCONSTELLATION BRANDS INC-A$10,0340.00%39CommonNONE
464287705IJJISHARES S&P MID-CAP 400 VALU$9,9840.00%88CommonNONE
717081103PFEPFIZER INC$9,6680.00%346CommonNONE
11135F101AVGOBROADCOM INC$9,6330.00%6CommonNONE
69374H303PTNQPACER TRENDPILOT 100 ETF$9,3720.00%130CommonNONE
458140100INTCINTEL CORP$9,1370.00%295CommonNONE
33734X192SKYYFIRST TRUST CLOUD COMPUTING$8,8840.00%93CommonNONE
969457100WMBWILLIAMS COS INC$8,8830.00%209CommonNONE
149123101CATCATERPILLAR INC$8,6610.00%26CommonNONE
253868103DLRDIGITAL REALTY TRUST INC$8,3630.00%55CommonNONE
78464A821MDYGSPDR S&P 400 MID CAPGROWTH E$8,2380.00%98CommonNONE
922042874VGKVANGUARD FTSE EUROPE ETF$8,2130.00%123CommonNONE
025072877AVUVAVANTIS US SMALL CAP VALUE$8,1650.00%91CommonNONE
842587107SOSOUTHERN CO/THE$8,1450.00%105CommonNONE
828806109SPGSIMON PROPERTY GROUP INC$8,0450.00%53CommonNONE
46284V101IRMIRON MOUNTAIN INC$7,8870.00%88CommonNONE
922908736VUGVANGUARD GROWTH ETF$7,8540.00%21CommonNONE
49271V100KDPKEURIG DR PEPPER INC$7,7820.00%233CommonNONE
500754106KHCKRAFT HEINZ CO/THE$7,7330.00%240CommonNONE
902973304USBUS BANCORP$7,7020.00%194CommonNONE
205887102CAGCONAGRA BRANDS INC$7,6170.00%268CommonNONE
125523100CITHE CIGNA GROUP$7,6030.00%23CommonNONE
29472R108ELSEQUITY LIFESTYLE PROPERTIES$7,4900.00%115CommonNONE
23918K108DVADAVITA INC$7,4830.00%54CommonNONE
718546104PSXPHILLIPS 66$7,4820.00%53CommonNONE
12572Q105CMECME GROUP INC$7,4710.00%38CommonNONE
301505707ROBOROBO GLOBAL ROBOTICS AND AUT$7,3280.00%133CommonNONE
185899101CLFCLEVELAND-CLIFFS INC$7,2640.00%472CommonNONE
25746U109DDOMINION ENERGY INC$7,2030.00%147CommonNONE
00214Q302ARKGARK GENOMIC REVOLUTION ETF$7,0670.00%301CommonNONE
718172109PMPHILIP MORRIS INTERNATIONAL$6,9920.00%69CommonNONE
609207105MDLZMONDELEZ INTERNATIONAL INC-A$6,9370.00%106CommonNONE
761152107RMDRESMED INC$6,8910.00%36CommonNONE
G96629103WTWWILLIS TOWERS WATSON PLC$6,8160.00%26CommonNONE
78464A409SPYGSPDR PORTFOLIO S&P 500 GROWT$6,7310.00%84CommonNONE
209115104EDCONSOLIDATED EDISON INC$6,7070.00%75CommonNONE
69374H766INDSPACER INDUSTRIAL REAL ESTATE$6,6190.00%175CommonNONE
78463X889SPDWSPDR PORTFOLIO DEVELOPED WOR$6,5600.00%187CommonNONE
902252105TYLTYLER TECHNOLOGIES INC$6,5360.00%13CommonNONE
20030N101CMCSACOMCAST CORP-CLASS A$6,4610.00%165CommonNONE
464287556IBBISHARES BIOTECHNOLOGY ETF$6,4510.00%47CommonNONE
29446M102EQNREQUINOR ASA-SPON ADR$6,3970.00%224CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$6,2280.00%14CommonNONE
256677105DGDOLLAR GENERAL CORP$6,2150.00%47CommonNONE
25434V823DFARDIMENSIONAL US REAL EST ETF$6,1440.00%278CommonNONE
370334104GISGENERAL MILLS INC$6,1360.00%97CommonNONE
617446448MSMORGAN STANLEY$6,0260.00%62CommonNONE
89832Q109TFCTRUIST FINANCIAL CORP$6,0220.00%155CommonNONE
693475105PNCPNC FINANCIAL SERVICES GROUP$5,9080.00%38CommonNONE
744573106PEGPUBLIC SERVICE ENTERPRISE GP$5,8220.00%79CommonNONE
989701107ZIONZIONS BANCORP NA$5,8120.00%134CommonNONE
17275R102CSCOCISCO SYSTEMS INC$5,7960.00%122CommonNONE
487836108KKELLANOVA$5,7680.00%100CommonNONE
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78464A508SPYVSPDR PORT S&P 500 VALUE$5,7510.00%118CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR-SP ADR$5,7360.00%33CommonNONE
127097103CTRACOTERRA ENERGY INC$5,7340.00%215CommonNONE
15135B101CNCCENTENE CORP$5,7020.00%86CommonNONE
02209S103MOALTRIA GROUP INC$5,6480.00%124CommonNONE
776696106ROPROPER TECHNOLOGIES INC$5,6370.00%10CommonNONE
37954Y731KRMAGLOBAL X CONSCIOUS COMPANIES$5,5840.00%151CommonNONE
74834L100DGXQUEST DIAGNOSTICS INC$5,4750.00%40CommonNONE
92556V106VTRSVIATRIS INC$5,3890.00%507CommonNONE
281020107EIXEDISON INTERNATIONAL$5,3860.00%75CommonNONE
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003263100GLTRABRDN PHYSICAL PRECIOUS MET$5,2520.00%51CommonNONE
90214Q766AFIFANFIELD UNIVERSAL FIXED INCO$5,1540.00%566CommonNONE
03662Q105AKXANSYS INC$5,1440.00%16CommonNONE
148806102CTLTEURCATALENT INC$5,0040.00%89CommonNONE
00724F101ADBEADOBE INC$5,0000.00%9CommonNONE
49456B101KMIKINDER MORGAN INC$4,9870.00%251CommonNONE
808524839SCHZSCHWAB US AGGREGATE BOND ETF$4,9860.00%109CommonNONE
366651107ITGARTNER INC$4,9400.00%11CommonNONE
45168D104IDXXIDEXX LABORATORIES INC$4,8720.00%10CommonNONE
33737A108GRIDFIRST TRST NASD CL EDG SGIIF$4,8540.00%42CommonNONE
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101121101BXPBXP INC$4,7400.00%77CommonNONE
832696405SJMJM SMUCKER CO/THE$4,6890.00%43CommonNONE
125269100CFCF INDUSTRIES HOLDINGS INC$4,6700.00%63CommonNONE
58506Q109MEDPMEDPACE HOLDINGS INC$4,5300.00%11CommonNONE
42250P103DOCHEALTHPEAK PROPERTIES INC$4,5280.00%231CommonNONE
808524508SCHMSCHWAB US MID CAP ETF$4,5140.00%58CommonNONE
G5960L103MDTMEDTRONIC PLC$4,4080.00%56CommonNONE
126650100CVSCVS HEALTH CORP$4,3110.00%73CommonNONE
25243Q205DEODIAGEO PLC-SPONSORED ADR$4,2870.00%34CommonNONE
191216100KOCOCA-COLA CO/THE$4,2650.00%67CommonNONE
74340W103PLDPROLOGIS INC$4,1550.00%37CommonNONE
96145D105WRKUSDWESTROCK CO$4,1210.00%82CommonNONE
244199105DEDEERE & CO$4,1100.00%11CommonNONE
016255101ALGNALIGN TECHNOLOGY INC$4,1040.00%17CommonNONE
45784P101PODDINSULET CORP$4,0360.00%20CommonNONE
302491303FMCFMC CORP$4,0290.00%70CommonNONE
406216101HALHALLIBURTON CO$3,8850.00%115CommonNONE
89417E109TRVTRAVELERS COS INC/THE$3,8630.00%19CommonNONE
534187109LNCLINCOLN NATIONAL CORP$3,7630.00%121CommonNONE
025537101AEPAMERICAN ELECTRIC POWER$3,6850.00%42CommonNONE
668771108GENGEN DIGITAL INC$3,6220.00%145CommonNONE
316092600FHLCFIDELITY HEALTH CARE ETF$3,5670.00%52CommonNONE
931427108WFCWALGREENS BOOTS ALLIANCE INC$3,5560.00%294CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$3,5300.00%85CommonNONE
39874R101GOGROCERY OUTLET HOLDING CORP$3,5170.00%159CommonNONE
808524722SCHKSCHWAB 1000 INDEX ETF$3,5060.00%67CommonNONE
92276F100VTRVENTAS INC$3,2810.00%64CommonNONE
92345Y106VRSKVERISK ANALYTICS INC$3,2350.00%12CommonNONE
81762P102NOWSERVICENOW INC$3,1470.00%4CommonNONE
723484101PNWPINNACLE WEST CAPITAL$3,1320.00%41CommonNONE
79466L302CRMSALESFORCE INC$3,0850.00%12CommonNONE
233331107DTEDTE ENERGY COMPANY$2,9970.00%27CommonNONE
78468R853SPSMSPDR PORTFOLIO S&P 600 SMALL$2,9900.00%72CommonNONE
303250104FICOFAIR ISAAC CORP$2,9770.00%2CommonNONE
88262P102TPLTEXAS PACIFIC LAND CORP$2,9370.00%4CommonNONE
189054109CLXCLOROX COMPANY$2,8660.00%21CommonNONE
72201R833MINTPIMCO ENHANCED SHORT MATURIT$2,8180.00%28CommonNONE
56585A102MPCMARATHON PETROLEUM CORP$2,7760.00%16CommonNONE
57667L107MTCHMATCH GROUP INC$2,7040.00%89CommonNONE
44951W106IESCIES HOLDINGS INC$2,6470.00%19CommonNONE
76954A103RIVNRIVIAN AUTOMOTIVE INC-A$2,5500.00%190CommonNONE
922908629VOVANGUARD MID-CAP ETF$2,4210.00%10CommonNONE
55354G100MSCIMSCI INC$2,4090.00%5CommonNONE
91913Y100VLOVALERO ENERGY CORP$2,3510.00%15CommonNONE
78468R408SJNKSPDR BLOOMBERG SHORT TERM HI$2,3220.00%93CommonNONE
493267108KEYKEYCORP$2,2740.00%160CommonNONE
78463X509SPEMSPDR PORTFOLIO EMERGING MARK$2,2600.00%60CommonNONE
78464A383SPMBSPDR PORTFOLIO MORTGAGE BACK$2,2430.00%104CommonNONE
922042718VSSVANGUARD FTSE ALL WO X-US SC$2,2320.00%19CommonNONE
87612E106TGTTARGET CORP$2,2210.00%15CommonNONE
03783C100APPFAPPFOLIO INC - A$2,2010.00%9CommonNONE
375558103GILDGILEAD SCIENCES INC$2,1960.00%32CommonNONE
46435G326IDEVISHARES CORE MSCI DEV MKTS$2,1660.00%33CommonNONE
464288638IGIBISHARES 5-10Y INV GRADE CORP$2,1530.00%42CommonNONE
369604301GEGENERAL ELECTRIC CO$2,0670.00%13CommonNONE
437076102HDHOME DEPOT INC$2,0650.00%6CommonNONE
G66721104NCLHNORWEGIAN CRUISE LINE HOLDIN$1,9920.00%106CommonNONE
79589L106IOTSAMSARA INC-CL A$1,9880.00%59CommonNONE
595112103MUMICRON TECHNOLOGY INC$1,9730.00%15CommonNONE
26414D106NAPA1USDDUCKHORN PORTFOLIO INC/THE$1,9670.00%277CommonNONE
693718108PCARPACCAR INC$1,8530.00%18CommonNONE
49177J102KVUEKENVUE INC$1,8180.00%100CommonNONE
871607107SNPSSYNOPSYS INC$1,7850.00%3CommonNONE
901109108TPCTUTOR PERINI CORP$1,7640.00%81CommonNONE
655844108NSCNORFOLK SOUTHERN CORP$1,7180.00%8CommonNONE
808524847SCHHSCHWAB US REIT ETF$1,6970.00%85CommonNONE
256163106DOCUDOCUSIGN INC$1,6050.00%30CommonNONE
33733E807FCGFIRST TRUST NATURAL GAS ETF$1,5770.00%60CommonNONE
78464A664SPTLSPDR PORT LNG TRM TRSRY$1,5520.00%57CommonNONE
440452100HRLHORMEL FOODS CORP$1,5250.00%50CommonNONE
60871R209TAPMOLSON COORS BEVERAGE CO - B$1,5250.00%30CommonNONE
35137L204FOXFOX CORP - CLASS B$1,5050.00%47CommonNONE
713448108PEPPEPSICO INC$1,4840.00%9CommonNONE
95040Q104WELLWELLTOWER INC$1,4600.00%14CommonNONE
260557103DOWDOW INC$1,3790.00%26CommonNONE
37954Y327COLOGLOBAL X MSCI COLOMBIA ETF$1,3540.00%55CommonNONE
46434V381XTISHARES EXPONENTIAL TECH ETF$1,3530.00%23CommonNONE
513272104LWLAMB WESTON HOLDINGS INC$1,3450.00%16CommonNONE
46434G103IEMGISHARES CORE MSCI EMERGING$1,3380.00%25CommonNONE
031162100AMGNAMGEN INC$1,2500.00%4CommonNONE
071813109BAXBAXTER INTERNATIONAL INC$1,2380.00%37CommonNONE
654106103NKENIKE INC -CL B$1,2060.00%16CommonNONE
65339F101NEENEXTERA ENERGY INC$1,2040.00%17CommonNONE
26441C204DUKDUKE ENERGY CORP$1,2030.00%12CommonNONE
78468R648KOMPSPDR S&P KENSHO NEW ECONOMIE$1,1980.00%26CommonNONE
501044101KRKROGER CO$1,1980.00%24CommonNONE
060505104BACBANK OF AMERICA CORP$1,1530.00%29CommonNONE
25787G100DFINDONNELLEY FINANCIAL SOLUTION$1,0730.00%18CommonNONE
30161N101EXCEXELON CORP$1,0040.00%29CommonNONE
452327109ILMNILLUMINA INC$8350.00%8CommonNONE
46641Q837JPSTJPMORGAN ULTRA-SHORT INCOME$8080.00%16CommonNONE
46435G672IAGGISHARES INTL AGGREGATE BOND$7990.00%16CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$7890.00%106CommonNONE
74347X831TQQQPROSHARES ULTRAPRO QQQ$7580.00%10CommonNONE
36828A101GEVGE VERNOVA INC$5150.00%3CommonNONE
75737F108RDFNREDFIN CORP$4930.00%82CommonNONE
007903107AMDADVANCED MICRO DEVICES$4870.00%3CommonNONE
92942W107KLGWK KELLOGG CO$4120.00%25CommonNONE
639027101NATRNATURES SUNSHINE PRODS INC$3770.00%25CommonNONE
10316T104BOXBOX INC - CLASS A$3170.00%12CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGY$3120.00%4CommonNONE
09624H208BXCBLUELINX HOLDINGS INC$2790.00%3CommonNONE
60255C885BRD1EURMIND MEDICINE MINDMED INC$2600.00%36CommonNONE
268150109DTDYNATRACE INC$2240.00%5CommonNONE
92857W308VODVODAFONE GROUP PLC-SP ADR$2130.00%24CommonNONE
20451W101CMPSCOMPASS PATHWAYS PLC$2110.00%35CommonNONE
88076W103TDCTERADATA CORP$2070.00%6CommonNONE
26701L100BROSDUTCH BROS INC-CLASS A$2070.00%5CommonNONE
53656F789BETZROUNDHILL SPORTS BET & IGAM$1890.00%11CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$1480.00%3CommonNONE
871655106SYPRSYPRIS SOLUTIONS INC$1440.00%75CommonNONE
92343X100VTYVERINT SYSTEMS INC$1290.00%4CommonNONE
301505889EMQQEMG MKT INTERNET ETF-USA INC$1000.00%3CommonNONE
878742204TECKTECK RESOURCES LTD-CLS B$960.00%2CommonNONE
45826T509ITRGINTEGRA RESOURCES CORP$850.00%92CommonNONE
714236106PBTPERMIAN BASIN ROYALTY TRUST$790.00%7CommonNONE
37733W204GSKGSK PLC-SPON ADR$770.00%2CommonNONE
62886E108VYXNCR VOYIX CORP$740.00%6CommonNONE
590672101MSBMESABI TRUST$720.00%4CommonNONE
374689107ROCKGIBRALTAR INDUSTRIES INC$690.00%1CommonNONE
90364P105PATHUIPATH INC - CLASS A$510.00%4CommonNONE
G27907107DOLEDOLE PLC$490.00%4CommonNONE
G1757E113CMCLCALEDONIA MINING CORP PLC$390.00%4CommonNONE
87968A104TELLEURTELLURIAN INC$350.00%50CommonNONE
26152H301DRDDRDGOLD LTD-SPONSORED ADR$340.00%4CommonNONE
82835P103SVMSILVERCORP METALS INC$340.00%10CommonNONE
152006102CGAUCENTERRA GOLD INC$270.00%4CommonNONE
86280R506HNDLNASDAQ 7 HANDL INDEX ETF$210.00%1CommonNONE
90291C201USAUUS GOLD CORP$210.00%4CommonNONE
83056P715SKESKEENA RESOURCES LTD$210.00%4CommonNONE
783754104RYZRYERSON HOLDING CORP$200.00%1CommonNONE
00808Y406AEMDEURAETHLON MEDICAL INC$200.00%41CommonNONE
384747101GRALGRAIL INC$150.00%1CommonNONE
92859G608VZLAVIZSLA SILVER CORP$70.00%4CommonNONE
49461C102J75KINETA INC$30.00%6CommonNONE
36117T100FURYFURY GOLD MINES LTD$20.00%4CommonNONE

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.