MondegarAI
VIRTUS ADVISERS, LLC

Q3 2025 · 13F-HR

VIRTUS ADVISERS, LLCholdings as filed

Filed 2025-11-14 · accession 0001628280-25-052166

$152.5M
Reported value
390
Positions
2025-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
784730103SSRMSSR MINING IN$6.9M4.53%216,217CommonSHARED
45104G104IBNICICI BANK LIMITED$6.1M4.03%203,164CommonSOLE
948596101WBWEIBO CORP$4.2M2.77%340,931CommonSOLE
152006102CGAUCENTERRA GOLD INC$3.8M2.52%287,810CommonSOLE
40415F101HDBHDFC BANK LTD$3.2M2.12%94,708CommonSOLE
74164F103PRIMPRIMORIS SVCS CORP$2.8M1.84%20,485CommonSOLE
46429B598INDAISHARES TR$2.1M1.41%41,289CommonSOLE
40090E106CIBGRUPO CIBEST SA$2.1M1.40%41,149CommonSOLE
G66721104NCLHNORWEGIAN CRUISE LINE HLDG L$2.0M1.32%81,670CommonSOLE
71742Q106PAHCPHIBRO ANIMAL HEALTH CORP$2.0M1.29%48,576CommonSOLE
204166102CVLTCOMMVAULT SYS INC$2.0M1.28%10,376CommonSOLE
37959E102GLGLOBE LIFE INC$1.9M1.25%13,335CommonSOLE
629209305NMIHNMI HLDGS INC$1.8M1.18%46,813CommonSOLE
G037AX101AMBAAMBARELLA INC$1.7M1.13%20,930CommonSOLE
706915105PENGPENGUIN SOLUTIONS INC$1.7M1.13%65,596CommonSOLE
65290E101NXTNEXTRACKER INC$1.7M1.09%22,405CommonSOLE
256135203RDYDR REDDYS LABS LTD$1.6M1.07%116,945CommonSOLE
199908104FIXCOMFORT SYS USA INC$1.6M1.06%1,964CommonSOLE
030111207AMSCAMERICAN SUPERCONDUCTOR CORP$1.5M1.01%25,990CommonSOLE
M87915274TSEMTOWER SEMICONDUCTOR LTD$1.5M0.99%20,781CommonSHARED
00182C103ANIPANI PHARMACEUTICALS INC$1.5M0.96%15,906CommonSOLE
G01767105ALKSALKERMES PLC$1.4M0.94%47,708CommonSOLE
512807306LRCXLAM RESEARCH CORP$1.4M0.92%10,479CommonSOLE
264147109DCODUCOMMUN INC DEL$1.3M0.88%13,904CommonSOLE
00737L103CVSAADTALEM GLOBAL ED INC$1.3M0.87%8,610CommonSOLE
35905A109FTDRFRONTDOOR INC$1.3M0.85%19,189CommonSOLE
00766T100ACMAECOM$1.3M0.84%9,844CommonSOLE
92337F107VCYTVERACYTE INC$1.2M0.82%36,230CommonSOLE
458665304TILEINTERFACE INC$1.2M0.82%42,976CommonSOLE
26210C104DBXDROPBOX INC$1.2M0.81%40,876CommonSOLE
51509F105LELANDS END INC NEW$1.2M0.76%82,185CommonSOLE
M20791105CAMTCAMTEK LTD$1.1M0.75%10,829CommonSOLE
00108J109ACMRACM RESH INC$1.1M0.74%28,954CommonSOLE
410120109HWCHANCOCK WHITNEY CORPORATION$1.1M0.74%18,007CommonSHARED
615394202MOG/AMOOG INC$1.1M0.73%5,392CommonSOLE
552848103MTGMGIC INVT CORP WIS$1.1M0.73%39,357CommonSOLE
39304D102GDOTGREEN DOT CORP$1.1M0.71%80,268CommonSOLE
172755100CRUSCIRRUS LOGIC INC$1.1M0.71%8,600CommonSHARED
256163106DOCUDOCUSIGN INC$1.1M0.69%14,629CommonSOLE
037833100AAPLAPPLE INC$1.0M0.68%4,099CommonSHARED
500255104KSSKOHLS CORP$1.0M0.68%67,375CommonSOLE
980745103WWDWOODWARD INC$1.0M0.66%3,985CommonSOLE
92242T101VVXV2X INC$1.0M0.66%17,295CommonSOLE
52661A108DRSLEONARDO DRS INC$967,2010.63%21,304CommonSOLE
004225108ACADACADIA PHARMACEUTICALS INC$917,0650.60%42,974CommonSOLE
01881G106ABALLIANCEBERNSTEIN HLDG L P$915,3310.60%23,949CommonSOLE
068463108BBSIBARRETT BUSINESS SVCS INC$880,8160.58%19,874CommonSHARED
576323109MTZMASTEC INC$876,5640.57%4,119CommonSOLE
44952J104CRGYCRESCENT ENERGY COMPANY$869,9050.57%97,523CommonSHARED
29084Q100EMEEMCOR GROUP INC$862,5900.57%1,328CommonSOLE
372303206GMABGENMAB A/S$843,2720.55%27,495CommonSHARED
000361105AIRAAR CORP$840,1180.55%9,369CommonSOLE
042735100ARWARROW ELECTRS INC$835,7470.55%6,907CommonSOLE
01625V104ALHCALIGNMENT HEALTHCARE INC$777,7290.51%44,569CommonSOLE
759351604RGAREINSURANCE GRP OF AMERICA I$759,8740.50%3,955CommonSHARED
147528103CASYCASEYS GEN STORES INC$753,0060.49%1,332CommonSHARED
38526M106LOPEGRAND CANYON ED INC$745,4900.49%3,396CommonSHARED
G3323L100FNFABRINET$738,7200.48%2,026CommonSOLE
71363P106PRDOPERDOCEO ED CORP$713,5820.47%18,948CommonSHARED
371532102GCOGENESCO INC$686,7150.45%23,688CommonSOLE
30041R108EVEREVERQUOTE INC$686,2150.45%30,005CommonSOLE
002896207ANFABERCROMBIE & FITCH CO$684,4000.45%8,000CommonSHARED
90041L105TPBTURNING PT BRANDS INC$673,7310.44%6,815CommonSOLE
632307104NTRANATERA INC$669,9570.44%4,162CommonSOLE
451107106IDAIDACORP INC$661,4110.43%5,005CommonSHARED
30034W106EVRGEVERGY INC$648,0710.42%8,525CommonSHARED
109641100EATBRINKER INTL INC$645,1810.42%5,093CommonSOLE
74112D101PBHPRESTIGE CONSMR HEALTHCARE I$644,2180.42%10,324CommonSHARED
53228F101LFSTLIFESTANCE HEALTH GROUP INC$635,3390.42%115,516CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$621,0310.41%5,708CommonSOLE
018802108LNTALLIANT ENERGY CORP$614,3750.40%9,114CommonSHARED
890516107TRTOOTSIE ROLL INDS INC$592,4130.39%14,132CommonSHARED
670837103OGEOGE ENERGY CORP$590,6830.39%12,766CommonSHARED
14167L103CDNACAREDX INC$589,8000.39%40,564CommonSOLE
55825T103MSGSMADISON SQUARE GRDN SPRT COR$588,3840.39%2,592CommonSHARED
G0772R208NTBBANK OF NT BUTTERFIELD&SON L$583,5400.38%13,596CommonSHARED
P5626F128IFSINTERCORP FINL SVCS INC$580,8960.38%14,400CommonSHARED
689648103OTTROTTER TAIL CORP$561,8220.37%6,854CommonSHARED
008492100ADCAGREE RLTY CORP$555,1780.36%7,815CommonSHARED
020764106AMRALPHA METALLURGICAL RESOUR I$549,7020.36%3,350CommonSOLE
68287N100OSPNONESPAN INC$541,8490.36%34,100CommonSHARED
705573103PEGAPEGASYSTEMS INC$540,8450.35%9,406CommonSOLE
30161Q104EXELEXELIXIS INC$536,9000.35%13,000CommonSHARED
G8726T105TKTEEKAY CORPORATION LTD$534,9150.35%65,393CommonSOLE
68622V106OGNORGANON & CO$534,0000.35%50,000CommonSHARED
18467V109YOUCLEAR SECURE INC$527,3040.35%15,797CommonSOLE
G4690M101IBEXIBEX LTD$520,6820.34%12,850CommonSHARED
68401U204OPRXOPTIMIZERX CORP$516,3340.34%25,187CommonSOLE
234264109DAKTDAKTRONICS INC$515,0710.34%24,621CommonSOLE
49926D109KNKNOWLES CORP$501,4210.33%21,511CommonSOLE
04280A100ARWRARROWHEAD PHARMACEUTICALS IN$498,7950.33%14,462CommonSOLE
803607100SRPTSAREPTA THERAPEUTICS INC$497,1660.33%25,800CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$495,8470.33%2,419CommonSOLE
29261A100EHCENCOMPASS HEALTH CORP$495,5050.32%3,901CommonSHARED
589889104MMSIMERIT MED SYS INC$492,1390.32%5,913CommonSHARED
45781M101INVAINNOVIVA INC$491,7650.32%26,946CommonSHARED
64828T201RITMRITHM CAPITAL CORP$489,7700.32%43,000CommonSOLE
749607107RLIRLI CORP$486,9330.32%7,466CommonSHARED
318672706FBPFIRST BANCORP P R$481,9690.32%21,858CommonSHARED
65473P105NINISOURCE INC$480,2840.31%11,092CommonSHARED
25960R105PLOWDOUGLAS DYNAMICS INC$476,7150.31%15,250CommonSHARED
96924N100WLDNWILLDAN GROUP INC$454,4430.30%4,700CommonSHARED
55303J106MGPIMGP INGREDIENTS INC NEW$433,0010.28%17,900CommonSOLE
92766K403SPCEVIRGIN GALACTIC HOLDINGS INC$432,3200.28%112,000CommonSHARED
30063P105EXKEXACT SCIENCES CORP$431,2790.28%7,883CommonSOLE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$430,1320.28%2,954CommonSOLE
16359R103CHECHEMED CORP NEW$400,7270.26%895CommonSHARED
G68707101PAGSPAGSEGURO DIGITAL LTD$400,0000.26%40,000CommonSHARED
F21107101CSTMCONSTELLIUM SE$386,8800.25%26,000CommonSHARED
737446104POSTPOST HLDGS INC$377,0400.25%3,508CommonSHARED
98956A105ZETAZETA GLOBAL HOLDINGS CORP$375,6220.25%18,904CommonSOLE
723484101PNWPINNACLE WEST CAP CORP$371,6410.24%4,145CommonSHARED
45827U109INTAINTAPP INC$365,1550.24%8,928CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$362,7420.24%2,584CommonSOLE
M81865111RDCMRADCOM LTD$360,1630.24%24,856CommonSHARED
03168L105AMRXAMNEAL PHARMACEUTICALS INC$359,5690.24%35,921CommonSHARED
029899101AWRAMER STATES WTR CO$352,1560.23%4,803CommonSHARED
P73684113OSWONESPAWORLD HOLDINGS LIMITED$349,6980.23%16,542CommonSOLE
413197104HRMYHARMONY BIOSCIENCES HLDGS IN$345,1610.23%12,524CommonSHARED
896288107TNETTRINET GROUP INC$341,1390.22%5,100CommonSHARED
19247G107COHRCOHERENT CORP$339,7490.22%3,154CommonSOLE
349942102FSMFORTUNA MNG CORP$337,6220.22%37,681CommonSOLE
006739106ADUSADDUS HOMECARE CORP$336,2720.22%2,850CommonSHARED
71944F106PHRPHREESIA INC$333,5370.22%14,181CommonSOLE
92763W103VIPSVIPSHOP HLDGS LTD$324,0600.21%16,500CommonSHARED
929236107WDFCWD 40 CO$322,2860.21%1,631CommonSHARED
77543R102ROKUROKU INC$321,7170.21%3,213CommonSOLE
04271T100ARRYARRAY TECHNOLOGIES INC$316,7090.21%38,860CommonSOLE
68390D106OROR ROYALTIES INC.$309,4180.20%7,720CommonSHARED
M8740S227TATTTAT TECHNOLOGIES LTD$302,0010.20%6,859CommonSOLE
00486H105ADTNADTRAN HOLDINGS INC$296,1360.19%31,571CommonSOLE
387432107GRNTGRANITE RIDGE RESOURCES INC$294,5310.19%54,442CommonSHARED
604749101MIRMMIRUM PHARMACEUTICALS INC$293,2400.19%4,000CommonSHARED
74736L109QTWOQ2 HLDGS INC$290,7910.19%4,017CommonSOLE
358029106FMSFRESENIUS MEDICAL CARE AG$290,4990.19%11,033CommonSHARED
72147K108PPCPILGRIMS PRIDE CORP$290,3340.19%7,130CommonSHARED
948849104WMKWEIS MKTS INC$289,0610.19%4,022CommonSHARED
91680M107UPSTUPSTART HLDGS INC$288,0360.19%5,670CommonSOLE
14888U101CPRXCATALYST PHARMACEUTICALS INC$287,0680.19%14,572CommonSHARED
124411109BYBYLINE BANCORP INC$282,2640.19%10,179CommonSHARED
000899104ADMAADMA BIOLOGICS INC$269,9200.18%18,412CommonSOLE
739128106POWLPOWELL INDS INC$267,3190.18%877CommonSOLE
001744101AMNAMN HEALTHCARE SVCS INC$267,1680.18%13,800CommonSHARED
86722A103SXCSUNCOKE ENERGY INC$264,6690.17%32,435CommonSOLE
109194100BFAMBRIGHT HORIZONS FAM SOL IN D$261,9790.17%2,413CommonSHARED
913456109UVVUNIVERSAL CORP VA$255,3260.17%4,570CommonSHARED
292218104EIGEMPLOYERS HLDGS INC$254,3700.17%5,988CommonSHARED
74587V107PBYIPUMA BIOTECHNOLOGY INC$250,4830.16%47,172CommonSOLE
G29687103AVDLAVADEL PHARMACEUTICALS PLC$250,1990.16%16,385CommonSHARED
128030202CALMCAL MAINE FOODS INC$250,0240.16%2,657CommonSHARED
14057J101CFFNCAPITOL FED FINL INC$249,1610.16%39,238CommonSOLE
87724P106TMHCTAYLOR MORRISON HOME CORP$248,7260.16%3,768CommonSOLE
671044105OSISOSI SYSTEMS INC$244,7540.16%982CommonSOLE
86272C103STRASTRATEGIC ED INC$244,6120.16%2,844CommonSOLE
M2197Q107CLBTCELLEBRITE DI LTD$240,0370.16%12,954CommonSOLE
46222L108IONQIONQ INC$231,9170.15%3,771CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$229,8600.15%1,000CommonSHARED
766559702RIGLRIGEL PHARMACEUTICALS INC$227,4050.15%8,027CommonSOLE
154760409CPFCENTRAL PAC FINL CORP$226,3970.15%7,462CommonSHARED
917047102URBNURBAN OUTFITTERS INC$226,2900.15%3,168CommonSOLE
686688102ORAORMAT TECHNOLOGIES INC$219,7390.14%2,283CommonSHARED
86765K109SUNSUNOCO LP/SUNOCO FIN CORP$219,0440.14%4,380CommonSHARED
054540208ACLSAXCELIS TECHNOLOGIES INC$216,8590.14%2,221CommonSOLE
49428J109KEKIMBALL ELECTRONICS INC$215,1110.14%7,204CommonSOLE
58450V104MAXMEDIAALPHA INC$212,9320.14%18,711CommonSOLE
375916103GILGILDAN ACTIVEWEAR INC$212,6460.14%3,679CommonSHARED
L02235106AMBPARDAGH METAL PACKAGING S A$208,9650.14%52,372CommonSOLE
513847103MZTIMARZETTI COMPANY$205,2750.13%1,188CommonSHARED
29415F104NVSTENVISTA HOLDINGS CORPORATION$204,9630.13%10,062CommonSOLE
21900C308CRMDCORMEDIX INC$204,5720.13%17,590CommonSOLE
03783C100APPFAPPFOLIO INC$203,9880.13%740CommonSHARED
900450206TBCHTURTLE BEACH CORP$203,5040.13%12,799CommonSOLE
077454106BDCBELDEN INC$200,1290.13%1,664CommonSOLE
913259107UTLUNITIL CORP$199,9110.13%4,177CommonSHARED
09239B109BLBLACKLINE INC$199,7090.13%3,761CommonSHARED
40637H109HALOHALOZYME THERAPEUTICS INC$197,2850.13%2,690CommonSOLE
78648T100SAFTSAFETY INS GROUP INC$195,6700.13%2,768CommonSHARED
H50430232LOGILOGITECH INTL S A$194,7340.13%2,244CommonSHARED
H8088L103SRADSPORTRADAR GROUP AG$193,6800.13%7,200CommonSHARED
946784105WAYWAYSTAR HLDG CORP$191,7990.13%5,058CommonSHARED
81180WBL4STX 3.5 06/01/28SEAGATE HDD CAYMAN$187,2000.12%65,000CommonSHARED
253798102DGIIDIGI INTL INC$184,4510.12%5,059CommonSOLE
910340108UFCSUNITED FIRE GROUP INC$184,0410.12%6,050CommonSHARED
750236101RDNRADIAN GROUP INC$183,2740.12%5,060CommonSOLE
M25133105CGNTCOGNYTE SOFTWARE LTD$181,3310.12%21,587CommonSOLE
45826T509ITRGINTEGRA RES CORP$179,0650.12%60,700CommonSOLE
78442P106SLMSLM CORP$175,0760.11%6,325CommonSOLE
695127100PCRXPACIRA BIOSCIENCES INC$174,3340.11%6,765CommonSHARED
913290102UNTYUNITY BANCORP INC$172,9510.11%3,539CommonSHARED
56146T103MAMAMAMAS CREATIONS INC$172,9210.11%16,453CommonSHARED
22041X102CRSRCORSAIR GAMING INC$170,7910.11%19,147CommonSOLE
448947507IDTIDT CORP$169,4840.11%3,240CommonSHARED
825704109SIBNSI-BONE INC$166,8220.11%11,333CommonSOLE
677864100ODCOIL DRI CORP AMER$164,8080.11%2,700CommonSHARED
457187102INGRINGREDION INC$151,4160.10%1,240CommonSHARED
83190L208SMBKSMARTFINANCIAL INC$148,7440.10%4,163CommonSHARED
092667104SRTASTRATA CRITICAL MEDICAL INC$147,5900.10%29,168CommonSOLE
15118V207CELHCELSIUS HLDGS INC$146,0250.10%2,540CommonSHARED
257701201DGICADONEGAL GROUP INC$144,2030.09%7,437CommonSHARED
292554102ECPGENCORE CAP GROUP INC$143,0020.09%3,426CommonSOLE
42222N103HSTMHEALTHSTREAM INC$141,6240.09%5,015CommonSHARED
204149108CTBICOMMUNITY TR BANCORP INC$141,5540.09%2,530CommonSHARED
390607109GLDDGREAT LAKES DREDGE & DOCK CO$140,7270.09%11,737CommonSOLE
21077F100CTGOCONTANGO ORE INC$139,6080.09%5,600CommonSHARED
67066G104NVDANVIDIA CORPORATION$138,2560.09%741CommonSHARED
156727109CRNCCERENCE INC$138,2190.09%11,093CommonSHARED
827048109SLGNSILGAN HLDGS INC$137,2020.09%3,190CommonSHARED
594918104MSFTMICROSOFT CORP$136,2210.09%263CommonSHARED
253651202DBDDIEBOLD NIXDORF INC$132,9940.09%2,332CommonSOLE
55345K10337MMRC GLOBAL INC$132,7070.09%9,203CommonSOLE
65345M108NXDRNEXTDOOR HOLDINGS INC$130,8340.09%62,600CommonSHARED
76009N100UPBDUPBOUND GROUP INC$130,1070.09%5,506CommonSHARED
775133101ROGROGERS CORP$126,5640.08%1,573CommonSHARED
681936100OHIOMEGA HEALTHCARE INVS INC$125,4360.08%2,971CommonSHARED
372284208GNEGENIE ENERGY LTD$124,3240.08%8,316CommonSHARED
12326C105BFSTBUSINESS FIRST BANCSHARES IN$122,8660.08%5,204CommonSHARED
404251100HNIHNI CORP$121,0140.08%2,583CommonSHARED
466032109JJSFJ & J SNACK FOODS CORP$119,6320.08%1,245CommonSHARED
197641103CLBKCOLUMBIA FINL INC$119,5240.08%7,963CommonSOLE
25820R105DMLPDORCHESTER MINERALS LP$119,2750.08%4,607CommonSHARED
450056AB2IRTC 1.5 09/01/29IRHYTHM TECHNOLOGIES INC$117,9920.08%86,000CommonSHARED
46266A109IRMDIRADIMED CORP$117,4140.08%1,650CommonSHARED
74969N103RLXRLX TECHNOLOGY INC$115,1830.08%43,796CommonSHARED
05577W200DOOBRP INC$114,2060.07%1,879CommonSHARED
007973AE0AEIS 2.5 09/15/28ADVANCED ENERGY INDS$113,5290.07%82,000CommonSHARED
55826TAB8SPHR 3.5 12/01/28SPHERE ENTERTAINMENT CO$109,6200.07%58,000CommonSHARED
319390100FBIZFIRST BUSINESS FINL SVCS INC$109,3380.07%2,133CommonSHARED
85472N109STNSTANTEC INC$107,8000.07%1,000CommonSHARED
683416101OOMAOOMA INC$107,3340.07%8,952CommonSHARED
67059NAH1NTNX 0.25 10/01/27NUTANIX INC$105,9520.07%77,000CommonSHARED
05278C107ATHMAUTOHOME INC$105,6350.07%3,700CommonSHARED
92847W103VITLVITAL FARMS INC$104,6030.07%2,542CommonSHARED
88033G407THCTENET HEALTHCARE CORP$103,9560.07%512CommonSOLE
14575E105CARSCARS COM INC$99,6540.07%8,155CommonSHARED
86333MAA6LRN 1.125 09/01/27STRIDE INC$99,4790.07%35,000CommonSHARED
30034WAD8EVRG 4.5 12/15/27EVERGY INC$96,7510.06%77,000CommonSHARED
958102AT2WDC 3 11/15/28WESTERN DIGITAL CORP$96,2250.06%30,000CommonSHARED
60510V108AVOMISSION PRODUCE INC$94,9940.06%7,903CommonSHARED
40637HAF6HALO 1 08/15/28HALOZYME THERAPEUTICS INC$91,3250.06%65,000CommonSHARED
989701107ZIONZIONS BANCORPORATION N A$90,5850.06%1,601CommonSOLE
594972AJ0MSTR 0.625 03/15/30STRATEGY INC$89,5400.06%40,000CommonSHARED
231021106CMICUMMINS INC$86,5860.06%205CommonSOLE
84921RAB6SPOT 0 03/15/26SPOTIFY USA INC$84,7230.06%62,000CommonSHARED
985817105YELPYELP INC$84,2400.06%2,700CommonSHARED
387328AD9GVA 3.75 05/15/28GRANITE CONSTR INC$84,2100.06%35,000CommonSHARED
949746804WFC 7.5 PERP LWELLS FARGO CO NEW$81,5410.05%66CommonSHARED
76680R206RNGRINGCENTRAL INC$80,7410.05%2,849CommonSOLE
097023204BA 6 10/15/27BOEING CO$79,8790.05%1,150CommonSHARED
671044AF2OSIS 2.25 08/01/29OSI SYSTEMS INC$78,2730.05%54,000CommonSHARED
02043QAB3ALNY 1 09/15/27ALNYLAM PHARMACEUTICALS INC$77,2450.05%47,000CommonSHARED
26210CAD6DBX 0 03/01/28DROPBOX INC$76,3680.05%74,000CommonSHARED
G98239109XPXP INC$75,1600.05%4,000CommonSOLE
03676C100ATEXANTERIX INC$75,1450.05%3,500CommonSHARED
08579X101BRYBERRY CORP$75,0560.05%19,856CommonSOLE
97717PAH7WT 3.25 08/15/29WISDOMTREE INC$74,4990.05%57,000CommonSHARED
09239BAF6BL 1 06/01/29BLACKLINE INC$72,6010.05%70,000CommonSHARED
465741AQ9ITRI 1.375 07/15/30ITRON INC$72,1980.05%63,000CommonSHARED
02079K107GOOGALPHABET INC$71,6040.05%294CommonSHARED
02079K305GOOGLALPHABET INC$70,7420.05%291CommonSHARED
81141RAF7SEALTD 2.375 12/01/25SEA LTD$69,1080.05%35,000CommonSHARED
94419LAR2W 3.5 11/15/28WAYFAIR INC$68,4260.04%33,000CommonSHARED
70614WAD2PTON 5.5 12/01/29PELOTON INTERACTIVE INC$67,0800.04%30,000CommonSHARED
G2519Y108BAPCREDICORP LTD$66,5700.04%250CommonSOLE
92277GAZ0VTR 3.75 06/01/26VENTAS RLTY LTD PARTNERSHIP$60,7010.04%47,000CommonSHARED
G27907107DOLEDOLE PLC$59,5120.04%4,428CommonSOLE
743312AB6PRGS 1 04/15/26PROGRESS SOFTWARE CORP$58,8820.04%59,000CommonSHARED
387328AF4GVA 3.25 06/15/30GRANITE CONSTR INC$58,1210.04%38,000CommonSHARED
023135106AMZNAMAZON COM INC$57,9660.04%264CommonSHARED
03743Q108APAAPA CORPORATION$57,3250.04%2,361CommonSOLE
40131MAD1GH 1.25 02/15/31GUARDANT HEALTH INC$57,1790.04%44,000CommonSHARED
42824C208HPE 7.625 09/01/27HEWLETT PACKARD ENTERPRISE C$54,5200.04%800CommonSHARED
064149107BNSBANK NOVA SCOTIA HALIFAX$53,9940.04%600CommonSHARED
76954AAB9RIVN 4.625 03/15/29RIVIAN AUTOMOTIVE INC$53,8460.04%52,000CommonSHARED
19260QAF4COIN 0.25 04/01/30COINBASE GLOBAL INC$52,7310.03%42,000CommonSHARED
46625H100JPMJPMORGAN CHASE & CO.$51,7310.03%164CommonSHARED
922280AD4VRNS 1 09/15/29VARONIS SYS INC$50,6660.03%47,000CommonSHARED
05988JAD5BAND 0.5 04/01/28BANDWIDTH INC$49,2420.03%58,000CommonSHARED
393657AM3GBX 2.875 04/15/28GREENBRIER COS INC$49,2380.03%46,000CommonSHARED
194014AB2ENOV 3.875 10/15/28ENOVIS CORPORATION$49,1750.03%50,000CommonSHARED
207410AH4CNMD 2.25 06/15/27CONMED CORP$47,5750.03%50,000CommonSHARED
26884U208EPR 5.75 PERP CEPR PPTYS$47,3540.03%1,857CommonSHARED
743312AD2PRGS 3.5 03/01/30PROGRESS SOFTWARE CORP$47,2120.03%47,000CommonSHARED
679295AF2OKTA 0.375 06/15/26OKTA INC$45,6120.03%47,000CommonSHARED
695127AJ9PACIRA BIOSCIENCES INC$44,5940.03%44,000CommonSHARED
482480100KLACKLA CORP$44,2230.03%41CommonSHARED
011642AD7ALRM 2.25 06/01/29ALARM COM HLDGS INC$44,1140.03%46,000CommonSHARED
11135F101AVGOBROADCOM INC$43,5480.03%132CommonSHARED
42703MAF0HLF 4.25 06/15/28HERBALIFE LTD$43,4520.03%47,000CommonSHARED
45867G101IDCCINTERDIGITAL INC$43,1540.03%125CommonSHARED
03769M304APO 6.75 07/31/26APOLLO GLOBAL MGMT INC$42,3270.03%600CommonSHARED
03990B309ARES 6.75 10/01/27 BARES MANAGEMENT CORPORATION$42,3220.03%850CommonSHARED
369604301GEGE AEROSPACE$41,8140.03%139CommonSHARED
800422107JBSSSANFILIPPO JOHN B & SON INC$41,7180.03%649CommonSHARED
76680RAH0RNG 0 03/15/26RINGCENTRAL INC$40,9290.03%42,000CommonSHARED
064058100BKBANK NEW YORK MELLON CORP$40,8600.03%375CommonSHARED
81761L102SVCSERVICE PPTYS TR$40,6170.03%14,988CommonSOLE
011642AB1ALRM 0 01/15/26ALARM COM HLDGS INC$40,3440.03%41,000CommonSHARED
15677JAD0DAY 0.25 03/15/26DAYFORCE INC$40,1190.03%41,000CommonSHARED
70614W100PTONPELOTON INTERACTIVE INC$39,7800.03%4,420CommonSOLE
53802LAB8LIVN 2.5 03/15/29LIVANOVA PLC$39,6800.03%37,000CommonSHARED
45781MAD3INVA 2.125 03/15/28INNOVIVA INC$38,8180.03%40,000CommonSHARED
91325VAB4UNIT 7.5 12/01/27UNITI GROUP LLC$38,8060.03%36,000CommonSHARED
48123VAH5ZD 3.625 03/01/28ZIFF DAVIS INC$38,5500.03%40,000CommonSHARED
496902404KGCKINROSS GOLD CORP$38,5470.03%1,116CommonSHARED
G8994E103TTTRANE TECHNOLOGIES PLC$38,3980.03%91CommonSHARED
602496101MDXGMIMEDX GROUP INC$37,1890.02%5,328CommonSOLE
594972887MSTR 8 PERPSTRATEGY INC$36,6800.02%400CommonSHARED
02209S103MOALTRIA GROUP INC$36,5310.02%553CommonSHARED
03152W109AM6AMICUS THERAPEUTICS INC$35,6410.02%4,523CommonSOLE
617446448MSMORGAN STANLEY$33,8580.02%213CommonSHARED
85571BBA2STWD 6.75 07/15/27STARWOOD PPTY TR INC$33,8240.02%32,000CommonSHARED
35137L105FOXAFOX CORP$33,0430.02%524CommonSHARED
718172109PMPHILIP MORRIS INTL INC$32,1160.02%198CommonSHARED
69331CAL2PCG 4.25 12/01/27PG&E CORP$31,3500.02%31,000CommonSHARED
833445AD1SNOW 0 10/01/29SNOWFLAKE INC$31,3100.02%20,000CommonSHARED
857477103STTSTATE STR CORP$30,6270.02%264CommonSHARED
46982L108JJACOBS SOLUTIONS INC$30,4220.02%203CommonSHARED
172908105CTASCINTAS CORP$30,1730.02%147CommonSHARED
90353TAM2UBER 0.875 12/01/28 2028UBER TECHNOLOGIES INC$29,4000.02%20,000CommonSHARED
060505682BAC 7.25 PERP LBANK AMERICA CORP$28,1690.02%22CommonSHARED
504922105LHLABCORP HOLDINGS INC$27,2710.02%95CommonSHARED
78409V104SPGIS&P GLOBAL INC$27,2560.02%56CommonSHARED
81762P102NOWSERVICENOW INC$26,6880.02%29CommonSHARED
302130109EXPDEXPEDITORS INTL WASH INC$26,6020.02%217CommonSHARED
25746U109DDOMINION ENERGY INC$26,3640.02%431CommonSHARED
45168D104IDXXIDEXX LABS INC$26,1940.02%41CommonSHARED
98978V103ZTSZOETIS INC$25,7520.02%176CommonSHARED
92338C103VLTOVERALTO CORP$25,6930.02%241CommonSHARED
278642103EBAYEBAY INC.$25,3750.02%279CommonSHARED
615369105MCOMOODYS CORP$25,2530.02%53CommonSHARED
285512109EAELECTRONIC ARTS INC$25,2130.02%125CommonSHARED
30303M102METAMETA PLATFORMS INC$22,7660.01%31CommonSHARED
19459JAC8COLL 2.875 02/15/29COLLEGIUM PHARMACEUTICAL INC$22,4140.01%19,000CommonSHARED
969904101WSMWILLIAMS SONOMA INC$22,2810.01%114CommonSHARED
87612G101TRGPTARGA RES CORP$21,6130.01%129CommonSHARED
64110L106NFLXNETFLIX INC$21,5810.01%18CommonSHARED
683715106OTEXOPEN TEXT CORP$20,6000.01%396CommonSHARED
629377508NRGNRG ENERGY INC$20,2440.01%125CommonSHARED
33835LAA3FVRR 0 11/01/25FIVERR INTL LTD$19,9040.01%20,000CommonSHARED
00724F101ADBEADOBE INC$19,4010.01%55CommonSHARED
416515104HIGHARTFORD INSURANCE GROUP INC$16,4070.01%123CommonSHARED
45784P101PODDINSULET CORP$15,7450.01%51CommonSHARED
12504L109CBRECBRE GROUP INC$14,9680.01%95CommonSHARED
G25508105CRHCRH PLC$14,0280.01%117CommonSHARED
922475108VEEVVEEVA SYS INC$14,0020.01%47CommonSHARED
26923G848ETFIS SER TR I$13,8040.01%410CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$13,7950.01%47CommonSHARED
40412C101HCAHCA HEALTHCARE INC$13,6380.01%32CommonSHARED
422806109HEIHEICO CORP NEW$12,9130.01%40CommonSHARED
052769106ADSKAUTODESK INC$12,0710.01%38CommonSHARED
22160K105COSTCOSTCO WHSL CORP NEW$12,0330.01%13CommonSHARED
243537107DECKDECKERS OUTDOOR CORP$11,2520.01%111CommonSHARED
92537N108VRTVERTIV HOLDINGS CO$10,7110.01%71CommonSHARED
747525103QCOMQUALCOMM INC$10,1480.01%61CommonSHARED
34959E109FTNTFORTINET INC$9,9210.01%118CommonSHARED
43300A203HLTHILTON WORLDWIDE HLDGS INC$9,8590.01%38CommonSHARED
82889N657TUASIMPLIFY EXCHANGE TRADED FUN$9,8200.01%449CommonSOLE
443573100HUBSHUBSPOT INC$9,3560.01%20CommonSHARED
G96629103WTWWILLIS TOWERS WATSON PLC LTD$8,6360.01%25CommonSHARED
70432V102PAYCPAYCOM SOFTWARE INC$8,5340.01%41CommonSHARED
761152107RMDRESMED INC$8,4860.01%31CommonSHARED
784117103SEICSEI INVTS CO$7,7210.01%91CommonSHARED
461202103INTUINTUIT$6,8290.00%10CommonSHARED
92790A603VABSVIRTUS ETF TR II$6,6660.00%274CommonSOLE
88579Y101MMM3M CO$5,1210.00%33CommonSHARED
808524201SCHXSCHWAB STRATEGIC TR$4,8200.00%183CommonSOLE
88557W101QFINQFIN HOLDINGS INC$4,6620.00%162CommonSHARED
92790A876ASMFVIRTUS ETF TR II$4,6490.00%200CommonSOLE
92790A801VEMYVIRTUS ETF TR II$4,5350.00%164CommonSOLE
464288620USIGISHARES TR$3,8640.00%74CommonSOLE
82889N798TYASIMPLIFY EXCHANGE TRADED FUN$3,8240.00%281CommonSOLE
26923G822PFFAETFIS SER TR I$3,6470.00%168CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$3,5830.00%26CommonSOLE
46429B697USMVISHARES TR$3,4250.00%36CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$3,3690.00%59CommonSOLE
26923G707NFLTETFIS SER TR I$3,2980.00%143CommonSOLE
46436E338TLTWISHARES TR$3,1560.00%135CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$2,2930.00%84CommonSOLE
808524854SCHRSCHWAB STRATEGIC TR$2,1860.00%87CommonSOLE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$2,1860.00%38CommonSOLE
92790A504JOETVIRTUS ETF TR II$2,1510.00%50CommonSOLE
52468L505LVHILEGG MASON ETF INVT$1,4250.00%41CommonSOLE
26923G798VPCETFIS SER TR I$1,0210.00%54CommonSOLE
92790A207VSHYVIRTUS ETF TR II$7470.00%34CommonSOLE
92790A405SEIXVIRTUS ETF TR II$7310.00%31CommonSOLE
46138E362SPHDINVESCO EXCH TRADED FD TR II$5930.00%12CommonSOLE
26923G400PFFRETFIS SER TR I$5240.00%28CommonSOLE
46435G342REMISHARES TR$5050.00%23CommonSOLE
464286319DVYEISHARES INC$3270.00%11CommonSOLE
023939101AMTMAMENTUM HOLDINGS INC$2870.00%12CommonSHARED

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.