MondegarAI
Moors & Cabot, Inc.

Q4 2025 · 13F-HR

Moors & Cabot, Inc.holdings as filed

Filed 2026-02-10 · accession 0001607239-26-000001

$2.34B
Reported value
923
Positions
2025-12-31
Period end
View analyzed profile →PRO

The Brief · Moors & Cabot, Inc. · Q4 2025

AI · grounded in 13F

Moors & Cabot, Inc. reduced its position in KVUE by 93.19%. The fund established a new position in IEF valued at $4.5M. Other activity included accumulating shares of LLY by 4.52% and AMZN by 3.34%.

Holdings as filed

First 500 of 923

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$117.8M5.04%433,275CommonSOLE
67066G104NVDANVIDIA CORPORATION$106.7M4.57%571,850CommonSOLE
594918104MSFTMICROSOFT CORP$98.2M4.20%203,017CommonSOLE
023135106AMZNAMAZON COM INC$53.0M2.27%229,566CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$49.1M2.10%171,076CommonSOLE
02079K305GOOGLALPHABET INC$48.3M2.07%154,180CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$41.5M1.77%128,639CommonSOLE
11135F101AVGOBROADCOM INC$36.4M1.56%105,161CommonSOLE
931142103WMTWALMART INC$29.6M1.27%266,030CommonSOLE
478160104JNJJOHNSON & JOHNSON$25.2M1.08%121,586CommonSOLE
532457108LLYELI LILLY & CO$25.0M1.07%23,303CommonSOLE
92826C839VVISA INC$24.9M1.07%71,075CommonSOLE
30303M102METAMETA PLATFORMS INC$24.8M1.06%37,598CommonSOLE
30231G102XOMEXXON MOBIL CORP$23.5M1.01%195,538CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$23.3M1.00%78,749CommonSOLE
872540109TJXTJX COS INC NEW$22.8M0.97%148,228CommonSOLE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$21.6M0.92%315,519CommonSOLE
75513E101RTXRTX CORPORATION$20.9M0.89%113,713CommonSOLE
742718109PGPROCTER AND GAMBLE CO$20.5M0.88%143,350CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$20.2M0.87%29,681CommonSOLE
02079K107GOOGALPHABET INC$20.2M0.87%64,471CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$19.2M0.82%108,065CommonSOLE
88160R101TSLATESLA INC$19.2M0.82%42,678CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$17.2M0.74%656,698CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$16.5M0.71%32,905CommonSOLE
00287Y109ABBVABBVIE INC$15.7M0.67%68,825CommonSOLE
46090E103QQQINVESCO QQQ TR$15.2M0.65%24,801CommonSOLE
166764100CVXCHEVRON CORP NEW$15.2M0.65%99,901CommonSOLE
G29183103ETNEATON CORP PLC$15.1M0.64%47,259CommonSOLE
713448108PEPPEPSICO INC$15.0M0.64%104,211CommonSOLE
N72482206QGENQIAGEN NV$14.9M0.64%330,748CommonSOLE
65339F101NEENEXTERA ENERGY INC$14.6M0.63%182,093CommonSOLE
437076102HDHOME DEPOT INC$14.5M0.62%42,223CommonSOLE
911363109URIUNITED RENTALS INC$13.4M0.57%16,530CommonSOLE
94106L109WMWASTE MGMT INC DEL$13.2M0.56%59,984CommonSOLE
291011104EMREMERSON ELEC CO$13.0M0.56%98,174CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$13.0M0.55%404,377CommonSOLE
969457100WMBWILLIAMS COS INC$12.3M0.52%203,923CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$12.0M0.51%39,328CommonSOLE
464287200IVVISHARES TR$10.9M0.47%15,945CommonSOLE
09290D101BLKBLACKROCK INC$10.4M0.45%9,750CommonSOLE
58933Y105MRKMERCK & CO INC$10.3M0.44%97,972CommonSOLE
514952100LBLANDBRIDGE COMPANY LLC$10.1M0.43%206,117CommonSOLE
79466L302CRMSALESFORCE INC$10.0M0.43%37,733CommonSOLE
68389X105ORCLORACLE CORP$10.0M0.43%51,143CommonSOLE
714236106PBTPERMIAN BASIN RTY TR$9.9M0.43%585,746CommonSOLE
37364X109GEOSGEOSPACE TECHNOLOGIES CORP$9.7M0.42%575,950CommonSOLE
149123101CATCATERPILLAR INC$9.5M0.41%16,618CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$9.1M0.39%41,459CommonSOLE
595112103MUMICRON TECHNOLOGY INC$8.8M0.38%30,980CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$8.7M0.37%40,734CommonSOLE
74933W460XBILRBB FD INC$8.7M0.37%173,659CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$8.3M0.36%9,672CommonSOLE
09260D107BXBLACKSTONE INC$8.0M0.34%51,962CommonSOLE
126650100CVSCVS HEALTH CORP$7.8M0.34%98,913CommonSOLE
17275R102CSCOCISCO SYS INC$7.8M0.33%100,759CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$7.7M0.33%28,713CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$7.6M0.32%186,303CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$7.6M0.32%132,499CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$7.4M0.32%35,656CommonSOLE
060505104BACBANK AMERICA CORP$7.4M0.32%134,934CommonSOLE
002824100ABTABBOTT LABS$7.3M0.31%58,373CommonSOLE
12572Q105CMECME GROUP INC$7.3M0.31%26,735CommonSOLE
29273V100ETENERGY TRANSFER L P$7.2M0.31%435,070CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$7.2M0.31%24,823CommonSOLE
590672101MSBMESABI TR$7.2M0.31%186,004CommonSOLE
548661107LOWLOWES COS INC$7.1M0.30%29,507CommonSOLE
717081103PFEPFIZER INC$7.0M0.30%282,423CommonSOLE
81762P102NOWSERVICENOW INC$7.0M0.30%45,630CommonSOLE
922908363VOOVANGUARD INDEX FDS$6.8M0.29%10,855CommonSOLE
69374H881COWZPACER FDS TR$6.8M0.29%112,583CommonSOLE
682680103OKEONEOK INC NEW$6.7M0.28%90,516CommonSOLE
191216100KOCOCA COLA CO$6.5M0.28%93,103CommonSOLE
351858105FNVFRANCO NEV CORP$6.4M0.27%30,878CommonSOLE
464288810IHIISHARES TR$6.3M0.27%101,007CommonSOLE
571903202MARMARRIOTT INTL INC NEW$6.1M0.26%19,646CommonSOLE
29250N105ENBENBRIDGE INC$6.0M0.26%125,159CommonSOLE
594972408MSTRSTRATEGY INC$5.9M0.25%39,155CommonSOLE
389930207BTCGRAYSCALE BITCOIN MINI TR ET$5.9M0.25%152,061CommonSOLE
147528103CASYCASEYS GEN STORES INC$5.9M0.25%10,634CommonSOLE
842587107SOSOUTHERN CO$5.8M0.25%66,609CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$5.8M0.25%49,463CommonSOLE
907818108UNPUNION PAC CORP$5.8M0.25%24,907CommonSOLE
767204100RIORIO TINTO PLC$5.7M0.25%71,567CommonSOLE
419870100HEHAWAIIAN ELEC INDUSTRIES$5.7M0.24%459,651CommonSOLE
254687106DISDISNEY WALT CO$5.5M0.23%48,229CommonSOLE
78463V107GLDSPDR GOLD TR$5.4M0.23%13,524CommonSOLE
369604301GEGE AEROSPACE$5.3M0.23%17,355CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$5.3M0.23%18,096CommonSOLE
G5960L103MDTMEDTRONIC PLC$5.3M0.23%54,731CommonSOLE
097023105BABOEING CO$5.2M0.22%24,124CommonSOLE
53656F623INFLLISTED FDS TR$5.2M0.22%117,207CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$5.2M0.22%63,057CommonSOLE
747525103QCOMQUALCOMM INC$5.1M0.22%30,056CommonSOLE
438516106HONHONEYWELL INTL INC$5.1M0.22%25,896CommonSOLE
031162100AMGNAMGEN INC$5.0M0.22%15,420CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$5.0M0.22%26,306CommonSOLE
922908769VTIVANGUARD INDEX FDS$5.0M0.21%14,884CommonSOLE
00206R102TAT&T INC$4.9M0.21%197,072CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$4.9M0.21%5,531CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$4.7M0.20%55,272CommonSOLE
72651A207PAGPPLAINS GP HLDGS L P$4.7M0.20%244,404CommonSOLE
Y62267409NMMNAVIOS MARITIME PARTNERS L P$4.7M0.20%89,082CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$4.7M0.20%8,164CommonSOLE
949746101WMT2WELLS FARGO CO NEW$4.7M0.20%49,996CommonSOLE
922908736VUGVANGUARD INDEX FDS$4.6M0.20%9,527CommonSOLE
464287440IEFISHARES TR$4.5M0.19%46,801CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$4.5M0.19%71,893CommonSOLE
651639106NEMNEWMONT CORP$4.5M0.19%44,921CommonSOLE
922908744VTVVANGUARD INDEX FDS$4.5M0.19%23,379CommonSOLE
315912808ONEQFIDELITY COMWLTH TR$4.4M0.19%48,648CommonSOLE
110448107BTIBRITISH AMERN TOB PLC$4.4M0.19%78,070CommonSOLE
67073B106JPCNUVEEN PFD & INCOME OPPORTUN$4.4M0.19%536,942CommonSOLE
20825C104COPCONOCOPHILLIPS$4.3M0.19%46,298CommonSOLE
580135101MCDMCDONALDS CORP$4.3M0.19%14,143CommonSOLE
H1467J104CBCHUBB LIMITED$4.3M0.18%13,842CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$4.3M0.18%36,688CommonSOLE
798241105SJTSAN JUAN BASIN RTY TR$4.1M0.18%736,300CommonSOLE
66987V109NVSNOVARTIS AG$4.1M0.17%29,612CommonSOLE
512807306LRCXLAM RESEARCH CORP$4.1M0.17%23,803CommonSOLE
038222105AMATAPPLIED MATLS INC$4.1M0.17%15,801CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$4.1M0.17%75,200CommonSOLE
36828A101GEVGE VERNOVA INC$4.0M0.17%6,124CommonSOLE
219350105GLWCORNING INC$4.0M0.17%45,568CommonSOLE
244199105DEDEERE & CO$3.9M0.17%8,398CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$3.9M0.17%20,932CommonSOLE
031100100AMEAMETEK INC$3.8M0.16%18,482CommonSOLE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$3.8M0.16%52,864CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$3.8M0.16%7,780CommonSOLE
020002101ALLALLSTATE CORP$3.7M0.16%17,544CommonSOLE
025816109AXPAMERICAN EXPRESS CO$3.6M0.16%9,816CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$3.6M0.15%84,023CommonSOLE
718172109PMPHILIP MORRIS INTL INC$3.6M0.15%22,336CommonSOLE
N07059210ASMLASML HOLDING N V$3.6M0.15%3,336CommonSOLE
46284V101IRMIRON MTN INC DEL$3.5M0.15%42,429CommonSOLE
863667101SYKSTRYKER CORPORATION$3.4M0.15%9,765CommonSOLE
91332U101UUNITY SOFTWARE INC$3.4M0.15%77,692CommonSOLE
83671M105SOBOSOUTH BOW CORP$3.4M0.15%124,151CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$3.4M0.15%43,076CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$3.4M0.14%28,816CommonSOLE
127097103CTRACOTERRA ENERGY INC$3.4M0.14%128,307CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$3.3M0.14%121,789CommonSOLE
46428Q109SLVISHARES SILVER TR$3.3M0.14%51,409CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$3.3M0.14%66,601CommonSOLE
806857108SLBSLB LIMITED$3.3M0.14%84,737CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$3.2M0.14%32,161CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$3.2M0.14%98,517CommonSOLE
02209S103MOALTRIA GROUP INC$3.1M0.13%53,395CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$3.1M0.13%5,377CommonSOLE
453836108INDBINDEPENDENT BK CORP MASS$3.0M0.13%41,441CommonSOLE
88579Y101MMM3M CO$3.0M0.13%18,781CommonSOLE
780259305SHELSHELL PLC$3.0M0.13%40,500CommonSOLE
92189F106GDXVANECK ETF TRUST$3.0M0.13%34,485CommonSOLE
33741X102SDVYFIRST TR EXCHANGE-TRADED FD$2.9M0.13%76,562CommonSOLE
74348A467NOBLPROSHARES TR$2.9M0.12%27,971CommonSOLE
Y27183600GSLGLOBAL SHIP LEASE INC NEW$2.9M0.12%82,250CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$2.9M0.12%52,762CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$2.9M0.12%8,882CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$2.8M0.12%33,110CommonSOLE
871829107SYYSYSCO CORP$2.8M0.12%38,022CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$2.8M0.12%51,061CommonSOLE
58155Q103MCKMCKESSON CORP$2.8M0.12%3,393CommonSOLE
904767803ULUNILEVER PLC$2.8M0.12%42,393CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$2.8M0.12%19,194CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$2.7M0.12%54,121CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$2.7M0.12%7,704CommonSOLE
97717W802DTHWISDOMTREE TR$2.7M0.12%52,675CommonSOLE
46434G103IEMGISHARES INC$2.7M0.12%40,176CommonSOLE
009158106APDAIR PRODS & CHEMS INC$2.7M0.12%10,902CommonSOLE
85207H104PHYSSPROTT ASSET MANAGEMENT LP$2.7M0.12%81,515CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$2.7M0.11%9,187CommonSOLE
33733E823FTGSFIRST TR EXCHANGE-TRADED FD$2.7M0.11%75,095CommonSOLE
02072L607FRDMEA SERIES TRUST$2.6M0.11%50,877CommonSOLE
427866108HSYHERSHEY CO$2.6M0.11%14,092CommonSOLE
464285204IAUISHARES GOLD TR$2.6M0.11%31,432CommonSOLE
464287655IWMISHARES TR$2.5M0.11%10,318CommonSOLE
125523100CITHE CIGNA GROUP$2.5M0.11%9,213CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$2.5M0.11%26,467CommonSOLE
126408103CSXCSX CORP$2.5M0.11%69,549CommonSOLE
375558103GILDGILEAD SCIENCES INC$2.5M0.11%20,407CommonSOLE
464287507IJHISHARES TR$2.5M0.11%37,875CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$2.5M0.11%54,686CommonSOLE
857477103STTSTATE STR CORP$2.4M0.10%18,952CommonSOLE
67077M108NTRNUTRIEN LTD$2.4M0.10%39,516CommonSOLE
89832Q109TFCTRUIST FINL CORP$2.4M0.10%48,842CommonSOLE
891160509TDTORONTO DOMINION BK ONT$2.4M0.10%25,137CommonSOLE
701094104PHPARKER-HANNIFIN CORP$2.3M0.10%2,664CommonSOLE
30040W108ESEVERSOURCE ENERGY$2.3M0.10%34,777CommonSOLE
46434V456IQLTISHARES TR$2.3M0.10%50,607CommonSOLE
46222L108IONQIONQ INC$2.3M0.10%51,188CommonSOLE
22052L104CTVACORTEVA INC$2.3M0.10%33,893CommonSOLE
209115104EDCONSOLIDATED EDISON INC$2.3M0.10%22,746CommonSOLE
609207105MDLZMONDELEZ INTL INC$2.2M0.10%41,572CommonSOLE
921909768VXUSVANGUARD STAR FDS$2.2M0.09%28,658CommonSOLE
464288281EMBISHARES TR$2.2M0.09%22,449CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$2.1M0.09%13,254CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$2.1M0.09%21,528CommonSOLE
85207K107PSLVSPROTT ASSET MANAGEMENT LP$2.1M0.09%90,092CommonSOLE
85254J102STAGSTAG INDL INC$2.1M0.09%57,951CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$2.1M0.09%4,408CommonSOLE
940923105WBIWATERBRIDGE INFRASTRUCTURE L$2.1M0.09%103,163CommonSOLE
01881G106ABALLIANCEBERNSTEIN HLDG L P$2.1M0.09%53,410CommonSOLE
69374H873ICOWPACER FDS TR$2.1M0.09%53,053CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$2.0M0.09%52,704CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$2.0M0.09%20,221CommonSOLE
199908104FIXCOMFORT SYS USA INC$2.0M0.09%2,155CommonSOLE
464288760ITAISHARES TR$2.0M0.09%9,360CommonSOLE
06849F108BBARRICK MNG CORP$2.0M0.09%45,672CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$2.0M0.08%13,611CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$2.0M0.08%8,111CommonSOLE
482480100KLACKLA CORP$2.0M0.08%1,616CommonSOLE
25746U109DDOMINION ENERGY INC$2.0M0.08%33,403CommonSOLE
34959E109FTNTFORTINET INC$1.9M0.08%24,503CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$1.9M0.08%11,814CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$1.9M0.08%12,299CommonSOLE
464287804IJRISHARES TR$1.9M0.08%15,857CommonSOLE
64110L106NFLXNETFLIX INC$1.9M0.08%20,256CommonSOLE
30190A104FGF&G ANNUITIES & LIFE INC$1.9M0.08%61,085CommonSOLE
47233W109JEFJEFFERIES FINL GROUP INC$1.9M0.08%30,400CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$1.9M0.08%4,797CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$1.9M0.08%78,678CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.8M0.08%3,186CommonSOLE
56501R106MFCMANULIFE FINL CORP$1.8M0.08%50,754CommonSOLE
78464A854SPYMSPDR SERIES TRUST$1.8M0.08%22,815CommonSOLE
88339J105TTDTHE TRADE DESK INC$1.8M0.08%48,129CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$1.8M0.08%9,820CommonSOLE
088606108BHPBHP GROUP LTD$1.8M0.08%30,179CommonSOLE
25820R105DMLPDORCHESTER MINERALS LP$1.8M0.08%80,700CommonSOLE
493267108KEYKEYCORP$1.8M0.08%86,583CommonSOLE
370334104GISGENERAL MLS INC$1.8M0.08%38,402CommonSOLE
33739E108FPEFIRST TR EXCH TRADED FD III$1.8M0.08%96,645CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$1.8M0.08%5,317CommonSOLE
075887109BDXBECTON DICKINSON & CO$1.7M0.07%9,013CommonSOLE
055622104BPBP PLC$1.7M0.07%50,263CommonSOLE
464287465EFAISHARES TR$1.7M0.07%18,151CommonSOLE
69374H857CALFPACER FDS TR$1.7M0.07%38,991CommonSOLE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$1.7M0.07%50,427CommonSOLE
231021106CMICUMMINS INC$1.7M0.07%3,372CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$1.7M0.07%3,671CommonSOLE
784117103SEICSEI INVTS CO$1.7M0.07%20,311CommonSOLE
337344105QQEWFIRST TR EXCHANGE-TRADED FD$1.7M0.07%11,708CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$1.7M0.07%8,189CommonSOLE
98978V103ZTSZOETIS INC$1.7M0.07%13,136CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$1.6M0.07%6,662CommonSOLE
75644T100RCATRED CAT HLDGS INC$1.6M0.07%204,975CommonSOLE
H01301128ALCALCON AG$1.6M0.07%20,540CommonSOLE
12135Y108BHRBBURKE HERBERT FINL SVCS CORP$1.6M0.07%25,958CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$1.6M0.07%13,494CommonSOLE
458140100INTCINTEL CORP$1.6M0.07%43,630CommonSOLE
172967424CCITIGROUP INC$1.6M0.07%13,777CommonSOLE
316773100FITBFIFTH THIRD BANCORP$1.6M0.07%34,253CommonSOLE
011532108AGIALAMOS GOLD INC NEW$1.6M0.07%41,551CommonSOLE
F92124100TTETOTALENERGIES SE$1.6M0.07%24,287CommonSOLE
33733B100FIWFIRST TR EXCHANGE-TRADED FD$1.6M0.07%14,603CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$1.6M0.07%3,479CommonSOLE
654106103NKENIKE INC$1.6M0.07%24,649CommonSOLE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$1.6M0.07%26,972CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$1.6M0.07%8,613CommonSOLE
00214Q104ARKKARK ETF TR$1.6M0.07%20,301CommonSOLE
464287887IJTISHARES TR$1.5M0.07%10,908CommonSOLE
46138G649QQQMINVESCO EXCH TRADED FD TR II$1.5M0.07%6,063CommonSOLE
55261F104MTBM & T BK CORP$1.5M0.07%7,594CommonSOLE
92206C680VONGVANGUARD SCOTTSDALE FDS$1.5M0.07%12,548CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$1.5M0.07%20,735CommonSOLE
464287556IBBISHARES TR$1.5M0.07%9,041CommonSOLE
780287108RGLDROYAL GOLD INC$1.5M0.07%6,854CommonSOLE
300426103ECGEVERUS CONSTR GROUP$1.5M0.06%17,710CommonSOLE
460146103IPINTERNATIONAL PAPER CO$1.5M0.06%38,447CommonSOLE
336917109FDLFIRST TR EXCHANGE-TRADED FD$1.5M0.06%33,359CommonSOLE
91913Y100VLOVALERO ENERGY CORP$1.5M0.06%9,044CommonSOLE
64361Q101VNOMVIPER ENERGY INC$1.5M0.06%37,986CommonSOLE
46434G855RINGISHARES INC$1.5M0.06%19,926CommonSOLE
464287721IYWISHARES TR$1.5M0.06%7,343CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$1.5M0.06%272CommonSOLE
756109104OREALTY INCOME CORP$1.4M0.06%25,643CommonSOLE
69374H428FLRTPACER FDS TR$1.4M0.06%30,404CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$1.4M0.06%5,120CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$1.4M0.06%10,348CommonSOLE
364760108GAPGAP INC$1.4M0.06%55,486CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$1.4M0.06%12,283CommonSOLE
33739Q705KNGFIRST TR EXCHANGE-TRADED FD$1.4M0.06%28,774CommonSOLE
780087102RYROYAL BK CDA$1.4M0.06%8,122CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$1.4M0.06%8,925CommonSOLE
369550108GDGENERAL DYNAMICS CORP$1.4M0.06%4,069CommonSOLE
77311W101RKTROCKET COS INC$1.4M0.06%70,179CommonSOLE
988498101YUMYUM BRANDS INC$1.4M0.06%8,960CommonSOLE
92189F791GDXJVANECK ETF TRUST$1.3M0.06%11,854CommonSOLE
92857W308VODVODAFONE GROUP PLC NEW$1.3M0.06%101,261CommonSOLE
87612E106TGTTARGET CORP$1.3M0.06%13,599CommonSOLE
718546104PSXPHILLIPS 66$1.3M0.06%10,293CommonSOLE
760759100RSGREPUBLIC SVCS INC$1.3M0.06%6,267CommonSOLE
33738R662FICSFIRST TR EXCHANGE TRADED FD$1.3M0.06%32,918CommonSOLE
406216101HALHALLIBURTON CO$1.3M0.06%46,611CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$1.3M0.06%24,211CommonSOLE
92936U109WPCWP CAREY INC$1.3M0.06%20,165CommonSOLE
92204A702VGTVANGUARD WORLD FD$1.3M0.06%1,716CommonSOLE
98419M100XYLXYLEM INC$1.3M0.05%9,365CommonSOLE
464288588MBBISHARES TR$1.3M0.05%13,327CommonSOLE
046353108AZNNASTRAZENECA PLC$1.3M0.05%13,672CommonSOLE
882508104TXNTEXAS INSTRS INC$1.3M0.05%7,240CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$1.3M0.05%4,880CommonSOLE
92203J407BNDXVANGUARD CHARLOTTE FDS$1.3M0.05%25,890CommonSOLE
56585A102MPCMARATHON PETE CORP$1.2M0.05%7,640CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$1.2M0.05%27,702CommonSOLE
780915104RMTROYCE MICRO-CAP TR INC$1.2M0.05%118,537CommonSOLE
500767306KWEBKRANESHARES TRUST$1.2M0.05%36,178CommonSOLE
464287606IJKISHARES TR$1.2M0.05%12,652CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$1.2M0.05%10,359CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$1.2M0.05%14,559CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$1.2M0.05%22,728CommonSOLE
093712107BEBLOOM ENERGY CORP$1.2M0.05%13,750CommonSOLE
921946794VYMIVANGUARD WHITEHALL FDS$1.2M0.05%13,254CommonSOLE
693506107PPGPPG INDS INC$1.2M0.05%11,642CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$1.2M0.05%14,511CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$1.2M0.05%3,055CommonSOLE
697900108PAASPAN AMERN SILVER CORP$1.2M0.05%22,791CommonSOLE
78468R853SPSMSPDR SERIES TRUST$1.2M0.05%25,179CommonSOLE
46434V613IUSBISHARES TR$1.2M0.05%25,322CommonSOLE
46435U853USHYISHARES TR$1.2M0.05%31,374CommonSOLE
37637Q105GBCIGLACIER BANCORP INC NEW$1.2M0.05%26,624CommonSOLE
902973304USBUS BANCORP DEL$1.2M0.05%21,859CommonSOLE
G7S00T104PNRPENTAIR PLC$1.2M0.05%11,186CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$1.2M0.05%67,069CommonSOLE
N97284108NBISNEBIUS GROUP N.V.$1.2M0.05%13,870CommonSOLE
29670G102WTRGESSENTIAL UTILS INC$1.2M0.05%30,005CommonSOLE
38149W622GPIXGOLDMAN SACHS ETF TR$1.1M0.05%21,691CommonSOLE
09250U101BGRBLACKROCK ENERGY & RES TR$1.1M0.05%84,411CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$1.1M0.05%2,515CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$1.1M0.05%38,984CommonSOLE
90290T809SDCIUSCF ETF TR$1.1M0.05%51,790CommonSOLE
680223104ORIOLD REP INTL CORP$1.1M0.05%24,980CommonSOLE
6706ER101XBXMXNUVEEN S&P 500 BUY-WRITE INC$1.1M0.05%76,618CommonSOLE
00217D100ASTSAST SPACEMOBILE INC$1.1M0.05%15,358CommonSOLE
37733W204GSKGSK PLC$1.1M0.05%22,723CommonSOLE
46429B697USMVISHARES TR$1.1M0.05%11,821CommonSOLE
533900106LECOLINCOLN ELEC HLDGS INC$1.1M0.05%4,644CommonSOLE
552690109MDUMDU RES GROUP INC$1.1M0.05%56,866CommonSOLE
464288166AGZISHARES TR$1.1M0.05%10,063CommonSOLE
36465A109GGNGAMCO GLOBAL GOLD NAT RES &$1.1M0.05%213,900CommonSOLE
46432F842IEFAISHARES TR$1.1M0.05%12,324CommonSOLE
040413205ANETARISTA NETWORKS INC$1.1M0.05%8,235CommonSOLE
00724F101ADBEADOBE INC$1.1M0.05%3,057CommonSOLE
02156V109OKLOOKLO INC$1.1M0.05%14,872CommonSOLE
464287242LQDISHARES TR$1.1M0.04%9,536CommonSOLE
464287499IWRISHARES TR$1.0M0.04%10,787CommonSOLE
87807B107TRPTC ENERGY CORP$1.0M0.04%18,721CommonSOLE
33734X200FGDFIRST TR EXCHANGE TRADED FD$1.0M0.04%33,882CommonSOLE
46137V100PPAINVESCO EXCHANGE TRADED FD T$1.0M0.04%6,546CommonSOLE
778296103ROSTROSS STORES INC$1.0M0.04%5,684CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$1.0M0.04%37,220CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$1.0M0.04%11,192CommonSOLE
785688102SBRSABINE RTY TR$1.0M0.04%14,714CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$1.0M0.04%27,362CommonSOLE
366505105GTXGARRETT MOTION INC$1.0M0.04%57,500CommonSOLE
744320102PRUPRUDENTIAL FINL INC$999,0580.04%8,851CommonSOLE
21867A105CLBCORE LABORATORIES INC$991,3240.04%61,842CommonSOLE
498894104KNFKNIFE RIVER CORP$989,3320.04%14,063CommonSOLE
25243Q205DEODIAGEO PLC$988,5910.04%11,459CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$983,2650.04%23,912CommonSOLE
464287432TLTISHARES TR$973,9260.04%11,174CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$970,5590.04%5,725CommonSOLE
G54950103LINLINDE PLC$964,6750.04%2,262CommonSOLE
320517105FHNFIRST HORIZON CORPORATION$964,3650.04%40,350CommonSOLE
20030N101CMCSACOMCAST CORP NEW$956,9500.04%32,016CommonSOLE
958669103WESWESTERN MIDSTREAM PARTNERS L$956,9380.04%24,226CommonSOLE
46436E759DMXFISHARES TR$955,7350.04%12,716CommonSOLE
59156R108METMETLIFE INC$952,8210.04%12,070CommonSOLE
74743L100QQNITY ELECTRONICS INC$951,3060.04%11,651CommonSOLE
N00985106AERAERCAP HOLDINGS NV$945,2220.04%6,575CommonSOLE
78464A409SPYGSPDR SERIES TRUST$934,3720.04%8,757CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$930,2580.04%1,542CommonSOLE
835699307SONYSONY GROUP CORP$923,9720.04%36,093CommonSOLE
670100205NVONOVO-NORDISK A S$920,6230.04%18,094CommonSOLE
78409V104SPGIS&P GLOBAL INC$917,5710.04%1,756CommonSOLE
90384S303ULTAULTA BEAUTY INC$915,9850.04%1,514CommonSOLE
393657101GBXGREENBRIER COS INC$912,5990.04%19,525CommonSOLE
066849100BHBBAR HBR BANKSHARES$910,2310.04%29,315CommonSOLE
464287168DVYISHARES TR$908,9190.04%6,440CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$908,0850.04%2,369CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$907,0860.04%10,603CommonSOLE
37946R109GLPGLOBAL PARTNERS LP$902,9140.04%21,575CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$899,2890.04%15,643CommonSOLE
832696405SJMSMUCKER J M CO$894,6550.04%9,147CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$893,3350.04%22,222CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$890,3180.04%1,572CommonSOLE
74933W452TBILRBB FD INC$877,3890.04%17,590CommonSOLE
032654105ADIANALOG DEVICES INC$865,6700.04%3,192CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$863,0950.04%11,111CommonSOLE
97717Y527USFRWISDOMTREE TR$863,0750.04%17,152CommonSOLE
381430503GSLCGOLDMAN SACHS ETF TR$854,2080.04%6,453CommonSOLE
13321L108CCJCAMECO CORP$853,9680.04%9,334CommonSOLE
500754106KHCKRAFT HEINZ CO$852,9910.04%35,175CommonSOLE
00130H105AESAES CORP$850,5440.04%59,313CommonSOLE
46428R107GSGISHARES S&P GSCI COMMODITY-$849,7380.04%36,849CommonSOLE
68236H204ONDSONDAS HLDGS INC$847,1680.04%86,800CommonSOLE
92840M102VSTVISTRA CORP$847,1440.04%5,251CommonSOLE
92189F676SMHVANECK ETF TRUST$844,8460.04%2,346CommonSOLE
464287408IVEISHARES TR$840,8700.04%3,965CommonSOLE
48251W104KKRKKR & CO INC$837,7830.04%6,572CommonSOLE
82889N640BUCKSIMPLIFY EXCHANGE TRADED FUN$837,7400.04%35,340CommonSOLE
855244109SBUXSTARBUCKS CORP$833,9290.04%9,903CommonSOLE
902494103TSNTYSON FOODS INC$832,7560.04%14,206CommonSOLE
808524854SCHRSCHWAB STRATEGIC TR$830,7250.04%33,123CommonSOLE
33738R506RDVYFIRST TR EXCHANGE TRADED FD$829,0710.04%11,934CommonSOLE
376549101LANDGLADSTONE LD CORP$823,3540.04%89,984CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$821,2010.04%5,602CommonSOLE
09225M101BSMBLACK STONE MINERALS L P$819,9930.04%61,700CommonSOLE
34379V103FLNCFLUENCE ENERGY INC$818,8920.04%41,400CommonSOLE
704326107PAYXPAYCHEX INC$814,8740.03%7,264CommonSOLE
464287739IYRISHARES TR$810,6460.03%8,634CommonSOLE
78464A631XARSPDR SERIES TRUST$794,4030.03%3,293CommonSOLE
922908629VOVANGUARD INDEX FDS$788,8360.03%2,718CommonSOLE
35473P108DIVIFRANKLIN TEMPLETON ETF TR$781,5330.03%20,096CommonSOLE
33740F813AFMCFIRST TR EXCHNG TRADED FD VI$779,8250.03%22,622CommonSOLE
30034W106EVRGEVERGY INC$777,8900.03%10,731CommonSOLE
72201J104PFNPIMCO INCOME STRATEGY FD II$777,7380.03%103,698CommonSOLE
628464109MYEMYERS INDS INC$776,4080.03%41,475CommonSOLE
617446448MSMORGAN STANLEY$775,9290.03%4,371CommonSOLE
85208R101CEFSPROTT ASSET MANAGEMENT LP$774,1570.03%16,903CommonSOLE
55336V100MPLXMPLX LP$773,4910.03%14,493CommonSOLE
001055102AFLAFLAC INC$768,5820.03%6,970CommonSOLE
770700102HOODROBINHOOD MKTS INC$766,3660.03%6,776CommonSOLE
98389B100XELXCEL ENERGY INC$763,5930.03%10,338CommonSOLE
78464A763SDYSPDR SERIES TRUST$760,8310.03%5,467CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$760,1510.03%7,388CommonSOLE
14020X104CGGOCAPITAL GROUP GBL GROWTH EQT$756,5480.03%21,834CommonSOLE
33737A108GRIDFIRST TR EXCHANGE TRADED FD$753,7770.03%4,926CommonSOLE
311900104FASTFASTENAL CO$752,6780.03%18,756CommonSOLE
74347X831TQQQPROSHARES TR$748,6240.03%14,200CommonSOLE
464288877EFVISHARES TR$742,4990.03%10,398CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$738,5120.03%21,431CommonSOLE
46432F339QUALISHARES TR$738,3140.03%3,717CommonSOLE
03743Q108APAAPA CORPORATION$734,7920.03%30,041CommonSOLE
46434V738IEURISHARES TR$730,5260.03%10,292CommonSOLE
464287614IWFISHARES TR$730,4770.03%1,543CommonSOLE
27627N105EBCEASTERN BANKSHARES INC$729,1820.03%39,565CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$723,5790.03%5,545CommonSOLE
33737J802NFTYFIRST TR EXCH TRD ALPHDX FD$722,9480.03%12,396CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$720,7190.03%5,725CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$719,8320.03%12,330CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$717,3930.03%5,200CommonSOLE
431284108HIWHIGHWOODS PPTYS INC$715,7500.03%27,721CommonSOLE
69374H709GCOWPACER FDS TR$715,5840.03%17,360CommonSOLE
464288687PFFISHARES TR$712,9570.03%23,028CommonSOLE
872590104TMUST-MOBILE US INC$711,0170.03%3,502CommonSOLE
171779309CIENCIENA CORP$707,4570.03%3,025CommonSOLE
013872106AAALCOA CORP$705,8050.03%13,282CommonSOLE
92206C771VMBSVANGUARD SCOTTSDALE FDS$701,8220.03%14,907CommonSOLE
33738R704AIRRFIRST TR EXCHANGE TRADED FD$698,4650.03%7,104CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$698,2510.03%24,228CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$696,8700.03%5,836CommonSOLE
184499101CLNECLEAN ENERGY FUELS CORP$696,5600.03%331,695CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$694,8890.03%1,116CommonSOLE
92647X830VFLOVICTORY PORTFOLIOS II$694,3780.03%17,633CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$676,9090.03%2,458CommonSOLE
247361702DALDELTA AIR LINES INC DEL$675,3050.03%9,731CommonSOLE
82846H405QXOQXO INC$674,9570.03%34,990CommonSOLE
92189F643MOATVANECK ETF TRUST$674,4800.03%6,513CommonSOLE
337738108FISVFISERV INC$670,2890.03%9,979CommonSOLE
126117100CNACNA FINL CORP$669,7920.03%14,030CommonSOLE
11271J107BNBROOKFIELD CORP$666,1850.03%14,517CommonSOLE
92189F700MOOVANECK ETF TRUST$662,6530.03%9,104CommonSOLE
235851102DHRDANAHER CORPORATION$655,4700.03%2,863CommonSOLE
260557103DOWDOW INC$653,9470.03%27,970CommonSOLE
46434G822EWJISHARES INC$652,1050.03%8,077CommonSOLE
33739P103FTLSFIRST TR EXCH TRADED FD III$644,1630.03%9,074CommonSOLE
33738D408HYLSFIRST TR EXCHANGE-TRADED FD$643,7230.03%15,378CommonSOLE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$642,3300.03%10,718CommonSOLE
25434V708DFACDIMENSIONAL ETF TRUST$641,9910.03%16,216CommonSOLE
452327109ILMNILLUMINA INC$638,7490.03%4,870CommonSOLE
46140H106DBAINVESCO DB MULTI-SECTOR COMM$635,8820.03%24,917CommonSOLE
535219109LINDLINDBLAD EXPEDITIONS HLDGS I$627,2700.03%43,500CommonSOLE
H11356104BGBUNGE GLOBAL SA$627,1230.03%7,040CommonSOLE
345370860FFORD MTR CO$626,7460.03%47,770CommonSOLE
86280R878GOLYSTRATEGY SHS$626,0130.03%17,912CommonSOLE
461202103INTUINTUIT$616,3230.03%930CommonSOLE
78467V608SRLNSSGA ACTIVE ETF TR$614,9640.03%14,901CommonSOLE
576323109MTZMASTEC INC$614,7220.03%2,828CommonSOLE
337932107FEFIRSTENERGY CORP$613,9640.03%13,714CommonSOLE
33740F276EIPIFIRST TR EXCHNG TRADED FD VI$612,4930.03%30,825CommonSOLE
277432100EMNEASTMAN CHEM CO$612,1300.03%9,590CommonSOLE
53626N102LIONLIONSGATE STUDIOS CORP$611,6550.03%66,994CommonSOLE
86765K109SUNSUNOCO LP/SUNOCO FIN CORP$609,2140.03%11,624CommonSOLE
256677105DGDOLLAR GEN CORP NEW$606,6540.03%4,569CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$605,9400.03%785CommonSOLE
316092808FTECFIDELITY COVINGTON TRUST$605,9350.03%2,697CommonSOLE
45857P806IHGINTERCONTINENTAL HOTELS GROU$605,1630.03%4,297CommonSOLE
464287580IYCISHARES TR$604,1360.03%5,858CommonSOLE
008073108AVAVAEROVIRONMENT INC$603,5160.03%2,495CommonSOLE
83443Q103SOLSSOLSTICE ADVANCED MATLS INC$602,0030.03%12,392CommonSOLE
53656G209BCDFLISTED FDS TR$601,7760.03%19,915CommonSOLE
46138G805BABINVESCO EXCH TRADED FD TR II$600,5490.03%22,079CommonSOLE
33738D309FTSLFIRST TR EXCHANGE-TRADED FD$598,5050.03%13,045CommonSOLE
46429B267GOVTISHARES TR$598,1430.03%25,978CommonSOLE
439038100HOFTHOOKER FURNISHINGS CORPORATI$597,2410.03%52,900CommonSOLE
054540208ACLSAXCELIS TECHNOLOGIES INC$596,9260.03%7,430CommonSOLE
33737K205NXTGFIRST TR EXCHANGE-TRADED FD$596,7400.03%5,537CommonSOLE
464287176TIPISHARES TR$594,6160.03%5,410CommonSOLE
32076V103AGFIRST MAJESTIC SILVER CORP$594,4290.03%35,680CommonSOLE
922908751VBVANGUARD INDEX FDS$586,0410.03%2,272CommonSOLE

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.