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Clarius Group, LLC

Q3 2024 · 13F-HR

Clarius Group, LLCholdings as filed

Filed 2024-10-09 · accession 0001664214-24-000014

$1.43B
Reported value
453
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
693718108PCARPACCAR INC$228.1M16.0%2,311,974CommonSOLE
594918104MSFTMICROSOFT CORP$133.1M9.34%310,024CommonNONE
922908363VOOVANGUARD INDEX FDS$82.4M5.78%158,096CommonSOLE
46435G326IDEVISHARES TR$69.1M4.85%977,921CommonSOLE
808524763FNDASCHWAB STRATEGIC TR$61.8M4.34%1,037,631CommonSOLE
023135106AMZNAMAZON COM INC$58.3M4.09%313,022CommonSOLE
922908769VTIVANGUARD INDEX FDS$57.1M4.00%202,001CommonSOLE
46434G103IEMGISHARES INC$52.1M3.65%907,113CommonSOLE
037833100AAPLAPPLE INC$32.7M2.29%140,698CommonSOLE
25434V831DUHPDIMENSIONAL ETF TRUST$28.8M2.02%857,098CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$26.7M1.87%507,297CommonSOLE
67066G104NVDANVIDIA CORPORATION$26.1M1.83%215,471CommonSOLE
25434V765DIHPDIMENSIONAL ETF TRUST$23.4M1.64%870,743CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$20.9M1.46%36,351CommonSOLE
46138J619OMFLINVESCO EXCH TRD SLF IDX FD$19.6M1.38%370,458CommonSOLE
02072L466ECMLEA SERIES TRUST$17.7M1.24%515,962CommonSOLE
464287622IWBISHARES TR$12.4M0.87%39,400CommonSOLE
922908736VUGVANGUARD INDEX FDS$12.4M0.87%32,180CommonSOLE
24823R105DNLIDENALI THERAPEUTICS INC$11.9M0.84%409,995CommonNONE
172062101CINFCINCINNATI FINL CORP$11.8M0.83%86,980CommonSOLE
02079K305GOOGLALPHABET INC$10.9M0.76%65,702CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$10.5M0.74%22,951CommonSOLE
02079K107GOOGALPHABET INC$10.0M0.70%60,053CommonSOLE
30303M102METAMETA PLATFORMS INC$9.9M0.69%17,323CommonSOLE
808524748FNDCSCHWAB STRATEGIC TR$9.0M0.63%236,862CommonSOLE
88160R101TSLATESLA INC$8.3M0.58%31,720CommonSOLE
83200N103SMARGBPSMARTSHEET INC$8.0M0.56%144,212CommonSOLE
46435G516ESGDISHARES TR$7.3M0.51%86,558CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$6.9M0.48%144,069CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$6.9M0.48%7,739CommonSOLE
464288414MUBISHARES TR$6.7M0.47%61,724CommonSOLE
922908637VVVANGUARD INDEX FDS$6.7M0.47%25,370CommonSOLE
518416102RODMLATTICE STRATEGIES TR$6.5M0.46%214,697CommonSOLE
855244109SBUXSTARBUCKS CORP$6.5M0.46%66,672CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$5.5M0.39%26,153CommonSOLE
532457108LLYELI LILLY & CO$5.3M0.37%6,036CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$5.1M0.36%10,300CommonSOLE
11135F101AVGOBROADCOM INC$5.0M0.35%29,306CommonSOLE
64110L106NFLXNETFLIX INC$4.9M0.35%6,946CommonSOLE
92826C839VVISA INC$4.9M0.34%17,973CommonSOLE
464288257ACWIISHARES TR$4.1M0.29%34,570CommonNONE
679295105OKTAOKTA INC$4.1M0.29%55,367CommonSOLE
922908744VTVVANGUARD INDEX FDS$4.1M0.29%23,352CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$3.8M0.27%6,612CommonSOLE
742718109PGPROCTER AND GAMBLE CO$3.6M0.25%20,743CommonSOLE
922908652VXFVANGUARD INDEX FDS$3.6M0.25%19,605CommonSOLE
68389X105ORCLORACLE CORP$3.5M0.24%20,298CommonSOLE
437076102HDHOME DEPOT INC$3.3M0.23%8,223CommonSOLE
464288158SUBISHARES TR$3.3M0.23%30,846CommonSOLE
478160104JNJJOHNSON & JOHNSON$3.3M0.23%20,327CommonSOLE
00287Y109ABBVABBVIE INC$3.2M0.22%16,251CommonSOLE
931142103WMTWALMART INC$2.9M0.21%36,428CommonSOLE
30231G102XOMEXXON MOBIL CORP$2.8M0.20%24,331CommonSOLE
58933Y105MRKMERCK & CO INC$2.7M0.19%23,861CommonSOLE
031162100AMGNAMGEN INC$2.7M0.19%8,280CommonSOLE
79466L302CRMSALESFORCE INC$2.7M0.19%9,748CommonSOLE
921909768VXUSVANGUARD STAR FDS$2.6M0.18%39,674CommonSOLE
060505104BACBANK AMERICA CORP$2.4M0.17%61,916CommonSOLE
53815P108RAMPLIVERAMP HLDGS INC$2.3M0.16%93,328CommonNONE
907818108UNPUNION PAC CORP$2.3M0.16%9,314CommonSOLE
46137V597PRFZINVESCO EXCHANGE TRADED FD T$2.3M0.16%54,978CommonNONE
90184D100TWSTTWIST BIOSCIENCE CORP$2.2M0.16%49,635CommonNONE
46432F834IXUSISHARES TR$2.2M0.16%30,702CommonNONE
46090E103QQQINVESCO QQQ TR$2.2M0.16%4,547CommonNONE
464287598IWDISHARES TR$2.2M0.15%11,606CommonNONE
464287614IWFISHARES TR$2.1M0.15%5,674CommonNONE
46436E759DMXFISHARES TR$2.1M0.15%29,195CommonSOLE
833445109SNOWSNOWFLAKE INC$2.1M0.15%18,374CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$2.1M0.14%5,939CommonSOLE
808524789FNDBSCHWAB STRATEGIC TR$2.0M0.14%28,599CommonSOLE
438516106HONHONEYWELL INTL INC$2.0M0.14%9,731CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$1.9M0.13%11,554CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$1.9M0.13%5,362CommonSOLE
191216100KOCOCA COLA CO$1.8M0.13%25,692CommonSOLE
580135101MCDMCDONALDS CORP$1.8M0.13%6,004CommonSOLE
63909J108NAUTNAUTILUS BIOTECHNOLOGY INC$1.8M0.13%636,532CommonSOLE
038222105AMATAPPLIED MATLS INC$1.8M0.13%9,082CommonSOLE
713448108PEPPEPSICO INC$1.8M0.13%10,571CommonSOLE
09260D107BXBLACKSTONE INC$1.8M0.12%11,671CommonSOLE
149123101CATCATERPILLAR INC$1.8M0.12%4,491CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.7M0.12%2,808CommonSOLE
882508104TXNTEXAS INSTRS INC$1.7M0.12%8,342CommonSOLE
166764100CVXCHEVRON CORP NEW$1.7M0.12%12,071CommonSOLE
75737F108RDFNREDFIN CORP$1.7M0.12%134,554CommonSOLE
81762P102NOWSERVICENOW INC$1.7M0.12%1,891CommonSOLE
00724F101ADBEADOBE INC$1.7M0.12%3,170CommonSOLE
464287671IUSGISHARES TR$1.6M0.11%12,300CommonSOLE
548661107LOWLOWES COS INC$1.6M0.11%5,918CommonSOLE
461202103INTUINTUIT$1.6M0.11%2,500CommonSOLE
07373V105BEAMBEAM THERAPEUTICS INC$1.5M0.10%60,615CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$1.5M0.10%8,677CommonSOLE
011659109ALKALASKA AIR GROUP INC$1.4M0.10%31,304CommonSOLE
670100205NVONOVO-NORDISK A S$1.4M0.10%13,692CommonSOLE
747525103QCOMQUALCOMM INC$1.4M0.10%7,945CommonSOLE
464287200IVVISHARES TR$1.4M0.10%2,418CommonSOLE
65339F101NEENEXTERA ENERGY INC$1.4M0.10%16,122CommonSOLE
46138G888TBLLINVESCO EXCH TRADED FD TR II$1.4M0.10%12,841CommonSOLE
418056107HASHASBRO INC$1.3M0.09%18,603CommonNONE
617446448MSMORGAN STANLEY$1.3M0.09%12,736CommonSOLE
17275R102CSCOCISCO SYS INC$1.3M0.09%25,223CommonSOLE
46435G425ESGUISHARES TR$1.3M0.09%10,325CommonSOLE
002824100ABTABBOTT LABS$1.3M0.09%11,377CommonSOLE
78409V104SPGIS&P GLOBAL INC$1.3M0.09%2,498CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$1.3M0.09%5,686CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$1.3M0.09%2,598CommonSOLE
464287515IGVISHARES TR$1.3M0.09%14,252CommonSOLE
92203C303VUSBVANGUARD BD INDEX FDS$1.3M0.09%25,542CommonSOLE
291011104EMREMERSON ELEC CO$1.3M0.09%11,576CommonSOLE
235851102DHRDANAHER CORPORATION$1.3M0.09%4,537CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$1.2M0.09%297CommonSOLE
922908629VOVANGUARD INDEX FDS$1.2M0.08%4,393CommonSOLE
872657101TPGTPG INC$1.1M0.08%19,931CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.1M0.08%5,062CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$1.1M0.08%14,431CommonSOLE
949746101WMT2WELLS FARGO CO NEW$1.1M0.08%19,217CommonSOLE
369604301GEGE AEROSPACE$1.1M0.07%5,679CommonSOLE
718172109PMPHILIP MORRIS INTL INC$1.1M0.07%8,707CommonSOLE
05464C101AXONAXON ENTERPRISE INC$1.1M0.07%2,631CommonSOLE
025816109AXPAMERICAN EXPRESS CO$1.0M0.07%3,879CommonSOLE
743315103PGRPROGRESSIVE CORP$1.0M0.07%4,135CommonSOLE
46436E767USXFISHARES TR$998,6800.07%20,348CommonSOLE
G54950103LINLINDE PLC$996,1610.07%2,102CommonSOLE
G29183103ETNEATON CORP PLC$995,9770.07%3,019CommonSOLE
254687106DISDISNEY WALT CO$995,9510.07%10,233CommonSOLE
745867101PHMPULTE GROUP INC$993,9450.07%6,930CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$986,7370.07%1,692CommonSOLE
771049103RBLXROBLOX CORP$980,2700.07%22,148CommonNONE
92206C730VONEVANGUARD SCOTTSDALE FDS$972,9220.07%3,741CommonSOLE
N07059210ASMLASML HOLDING N V$968,2370.07%1,257CommonSOLE
036752103ELVELEVANCE HEALTH INC$947,9600.07%1,823CommonSOLE
75513E101RTXRTX CORPORATION$938,0210.07%7,775CommonSOLE
464287549IGMISHARES TR$937,7180.07%9,774CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$932,5800.07%3,381CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$914,7450.06%1,869CommonSOLE
872540109TJXTJX COS INC NEW$903,8830.06%7,713CommonSOLE
02209S103MOALTRIA GROUP INC$899,2740.06%17,655CommonSOLE
125523100CITHE CIGNA GROUP$877,5330.06%2,542CommonSOLE
922908611VBRVANGUARD INDEX FDS$842,9840.06%4,199CommonNONE
595112103MUMICRON TECHNOLOGY INC$841,2960.06%9,055CommonSOLE
98978V103ZTSZOETIS INC$834,6630.06%4,293CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$812,3350.06%1,426CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$810,9320.06%3,646CommonSOLE
46435U663ESMLISHARES TR$804,3500.06%19,234CommonSOLE
74766Q101QTRXQUANTERIX CORP$804,2980.06%62,060CommonNONE
046353108AZNNASTRAZENECA PLC$795,3050.06%10,208CommonSOLE
053332102AZOAUTOZONE INC$765,4600.05%243CommonSOLE
717081103PFEPFIZER INC$753,2500.05%26,497CommonSOLE
872590104TMUST-MOBILE US INC$751,9760.05%3,656CommonSOLE
615369105MCOMOODYS CORP$735,6150.05%1,555CommonSOLE
808524862SCHOSCHWAB STRATEGIC TR$735,1720.05%15,049CommonNONE
863667101SYKSTRYKER CORPORATION$734,4420.05%2,040CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$728,4680.05%2,007CommonSOLE
66987V109NVSNOVARTIS AG$726,8110.05%6,319CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$723,0510.05%16,271CommonSOLE
H1467J104CBCHUBB LIMITED$722,1290.05%2,513CommonSOLE
20825C104COPCONOCOPHILLIPS$718,1150.05%6,991CommonSOLE
609207105MDLZMONDELEZ INTL INC$716,5140.05%9,750CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$713,1840.05%14,132CommonSOLE
337738108FISVFISERV INC$706,2040.05%3,945CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$703,5370.05%4,051CommonSOLE
20030N101CMCSACOMCAST CORP NEW$701,7870.05%16,918CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$699,9450.05%1,508CommonSOLE
464287655IWMISHARES TR$693,8150.05%3,141CommonSOLE
126408103CSXCSX CORP$693,4660.05%20,137CommonSOLE
00206R102TAT&T INC$690,7780.05%31,537CommonSOLE
26875P101EOGEOG RES INC$684,8430.05%5,586CommonSOLE
803054204SAPSAP SE$684,0930.05%2,986CommonSOLE
56585A102MPCMARATHON PETE CORP$675,9140.05%4,220CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$672,7940.05%641CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$669,6960.05%3,376CommonSOLE
654106103NKENIKE INC$669,1600.05%7,597CommonSOLE
701094104PHPARKER-HANNIFIN CORP$667,2020.05%1,058CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$664,2830.05%7,958CommonSOLE
835699307SONYSONY GROUP CORP$657,9310.05%6,813CommonSOLE
482480100KLACKLA CORP$655,9250.05%798CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$645,7860.05%1,698CommonSOLE
91913Y100VLOVALERO ENERGY CORP$639,3670.04%4,713CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$638,7800.04%3,188CommonSOLE
922042866VPLVANGUARD INTL EQUITY INDEX F$634,5670.04%8,095CommonSOLE
780259305SHELSHELL PLC$632,9220.04%9,626CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$631,1680.04%2,725CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$629,3700.04%9,748CommonSOLE
46138G631QQQJINVESCO EXCH TRADED FD TR II$625,6520.04%20,601CommonSOLE
172967424CCITIGROUP INC$623,9970.04%9,970CommonSOLE
244199105DEDEERE & CO$617,6980.04%1,512CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$616,1060.04%536CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$612,2700.04%10,662CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$605,3820.04%2,316CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$604,0900.04%3,278CommonSOLE
78464A870XBISPDR SER TR$597,7400.04%6,050CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$596,4860.04%2,300CommonSOLE
032095101APHAMPHENOL CORP NEW$595,5620.04%9,355CommonSOLE
58155Q103MCKMCKESSON CORP$591,3260.04%1,197CommonSOLE
375558103GILDGILEAD SCIENCES INC$586,7960.04%7,023CommonSOLE
842587107SOSOUTHERN CO$586,2600.04%6,528CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$585,1960.04%8,029CommonSOLE
H42097107UBSUBS GROUP AG$579,8410.04%18,759CommonSOLE
097023105BABOEING CO$575,6550.04%3,240CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$571,0600.04%2,113CommonSOLE
020002101ALLALLSTATE CORP$568,9500.04%3,005CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$566,5970.04%4,312CommonNONE
032654105ADIANALOG DEVICES INC$558,6230.04%2,461CommonSOLE
384802104GWWGRAINGER W W INC$554,7250.04%535CommonSOLE
55083R104LYELL IMMUNOPHARMA INC$550,8520.04%399,168CommonSOLE
74340W103PLDPROLOGIS INC.$549,6970.04%4,350CommonSOLE
46436E742EMXFISHARES TR$541,2290.04%13,356CommonSOLE
001055102AFLAFLAC INC$538,6520.04%4,827CommonSOLE
03076C106AMPAMERIPRISE FINL INC$537,9320.04%1,147CommonSOLE
87612E106TGTTARGET CORP$536,0030.04%3,449CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$531,7180.04%3,323CommonSOLE
778296103ROSTROSS STORES INC$529,4940.04%3,523CommonSOLE
052769106ADSKAUTODESK INC$525,6160.04%1,913CommonSOLE
40412C101HCAHCA HEALTHCARE INC$523,4820.04%1,293CommonSOLE
29444U700EQIXEQUINIX INC$521,9260.04%590CommonSOLE
040413106ANETEURARISTA NETWORKS INC$513,5510.04%1,343CommonSOLE
31428X106FDXFEDEX CORP$513,4240.04%1,891CommonSOLE
892331307TMTOYOTA MOTOR CORP$511,7820.04%3,194CommonSOLE
893641100TDGTRANSDIGM GROUP INC$506,6310.04%358CommonSOLE
458140100INTCINTEL CORP$506,5950.04%32,767CommonSOLE
526057104LENLENNAR CORP$493,4470.03%2,637CommonSOLE
922908553VNQVANGUARD INDEX FDS$492,6140.03%5,057CommonNONE
942622200WSOWATSCO INC$491,8800.03%1,000CommonSOLE
088606108BHPBHP GROUP LTD$485,5140.03%7,817CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$477,3750.03%906CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$476,6080.03%1,067CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$474,4480.03%4,134CommonSOLE
94106L109WMWASTE MGMT INC DEL$470,2140.03%2,247CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$469,8210.03%6,549CommonSOLE
404280406HSBCHSBC HLDGS PLC$469,3430.03%10,386CommonSOLE
91529Y106UNMUNUM GROUP$460,4220.03%7,746CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$459,2550.03%4,446CommonSOLE
59156R108METMETLIFE INC$456,8570.03%5,551CommonSOLE
G0403H108AONAON PLC$456,7070.03%1,333CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$455,9980.03%1,840CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$455,5920.03%1,177CommonSOLE
46138G599IBBQINVESCO EXCH TRADED FD TR II$455,1890.03%19,142CommonNONE
30263Y104FSBWFS BANCORP INC$444,9000.03%10,000CommonSOLE
89832Q109TFCTRUIST FINL CORP$434,5860.03%10,252CommonSOLE
718546104PSXPHILLIPS 66$430,6300.03%3,244CommonSOLE
92764N102VIRVIR BIOTECHNOLOGY INC$428,3760.03%57,193CommonSOLE
172908105CTASCINTAS CORP$427,4070.03%2,083CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$426,8760.03%38,046CommonSOLE
704326107PAYXPAYCHEX INC$422,4300.03%3,154CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$422,3490.03%4,672CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$419,9750.03%4,721CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$419,0750.03%1,794CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$415,7350.03%4,067CommonSOLE
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278642103EBAYEBAY INC.$409,9330.03%6,310CommonSOLE
47030M106JAMES HARDIE INDS PLC$409,4500.03%10,621CommonSOLE
969457100WMBWILLIAMS COS INC$406,9240.03%8,944CommonSOLE
89151E109TTENTOTALENERGIES SE$406,5890.03%6,292CommonSOLE
760759100RSGREPUBLIC SVCS INC$403,2870.03%2,011CommonSOLE
780087102RYROYAL BK CDA$397,6390.03%3,188CommonSOLE
759530108RELXRELX PLC$396,1490.03%8,459CommonSOLE
37045V100GMGENERAL MTRS CO$396,1170.03%8,830CommonSOLE
82509L107SHOPSHOPIFY INC$394,9300.03%4,928CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$389,5720.03%4,857CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$389,2260.03%7,824CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$387,6150.03%3,054CommonSOLE
369550108GDGENERAL DYNAMICS CORP$386,5140.03%1,305CommonSOLE
45168D104IDXXIDEXX LABS INC$386,4930.03%765CommonSOLE
744320102PRUPRUDENTIAL FINL INC$385,3400.03%3,198CommonSOLE
571903202MARMARRIOTT INTL INC NEW$383,0930.03%1,547CommonSOLE
98138H101WDAYWORKDAY INC$381,5240.03%1,561CommonSOLE
370334104GISGENERAL MLS INC$381,4350.03%5,171CommonSOLE
878742204TECKTECK RESOURCES LTD$377,5910.03%7,228CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$374,4750.03%2,512CommonSOLE
231021106CMICUMMINS INC$370,7400.03%1,147CommonSOLE
911363109URIUNITED RENTALS INC$370,0470.03%458CommonSOLE
464286608EZUISHARES INC$369,8930.03%7,082CommonNONE
884903808TRI4EURTHOMSON REUTERS CORP.$367,3020.03%2,153CommonSOLE
009158106APDAIR PRODS & CHEMS INC$365,9220.03%1,235CommonSOLE
049468101TEAMATLASSIAN CORPORATION$365,5810.03%2,312CommonSOLE
23331A109DHID R HORTON INC$360,3650.03%1,964CommonSOLE
453038408IMOIMPERIAL OIL LTD$359,5770.03%5,104CommonSOLE
205887102CAGCONAGRA BRANDS INC$357,5250.03%10,994CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$357,4720.03%4,179CommonSOLE
78464A763SDYSPDR SER TR$356,3780.02%2,509CommonSOLE
12572Q105CMECME GROUP INC$355,9080.02%1,633CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$353,8180.02%1,539CommonSOLE
651639106NEMNEWMONT CORP$353,7320.02%6,641CommonSOLE
03073E105CORCENCORA INC$352,7000.02%1,539CommonSOLE
922908751VBVANGUARD INDEX FDS$351,5450.02%1,482CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$347,9300.02%232CommonSOLE
95040Q104WELLWELLTOWER INC$346,5770.02%2,718CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$346,3840.02%4,499CommonSOLE
25746U109DDOMINION ENERGY INC$344,8330.02%5,982CommonSOLE
G5960L103MDTMEDTRONIC PLC$343,9150.02%3,848CommonSOLE
904767704UNILEVER PLC$343,3790.02%5,286CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$342,8230.02%1,276CommonSOLE
36828A101GEVGE VERNOVA INC$341,9280.02%1,345CommonSOLE
260003108DOVDOVER CORP$338,9960.02%1,769CommonSOLE
871607107SNPSSYNOPSYS INC$338,2690.02%668CommonSOLE
443201108HWMHOWMET AEROSPACE INC$338,1430.02%3,381CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$336,2350.02%1,873CommonSOLE
G3223R108EGEVEREST GROUP LTD$334,2310.02%855CommonSOLE
682680103OKEONEOK INC NEW$334,0830.02%3,679CommonSOLE
075887109BDXBECTON DICKINSON & CO$333,6820.02%1,390CommonSOLE
444859102HUMHUMANA INC$329,7260.02%846CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$327,4140.02%4,351CommonSOLE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTA$325,4060.02%26,691CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$322,1790.02%578CommonSOLE
40434L105HPQHP INC$320,3190.02%8,964CommonSOLE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$319,7070.02%4,753CommonNONE
219350105GLWCORNING INC$315,7790.02%7,082CommonSOLE
929740108WABWABTEC$313,9170.02%1,731CommonSOLE
30040W108ESEVERSOURCE ENERGY$312,8260.02%4,601CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$306,8700.02%4,006CommonSOLE
55354G100MSCIMSCI INC$303,7070.02%522CommonSOLE
285512109EAELECTRONIC ARTS INC$302,9450.02%2,121CommonSOLE
278865100ECLECOLAB INC$302,8210.02%1,191CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$302,4400.02%4,133CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$302,2920.02%3,856CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$300,7250.02%2,726CommonSOLE
871829107SYYSYSCO CORP$299,7500.02%3,887CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$299,1870.02%2,047CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$298,5970.02%1,733CommonSOLE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$298,4060.02%29,313CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$296,8460.02%6,550CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$295,0410.02%4,443CommonSOLE
46138E800CQQQINVESCO EXCH TRADED FD TR II$294,4700.02%7,139CommonNONE
42809H107HESHESS CORP$291,8340.02%2,144CommonSOLE
806857108SLBSCHLUMBERGER LTD$289,8330.02%6,158CommonSOLE
00766T100ACMAECOM$289,5690.02%2,804CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$288,7830.02%4,876CommonSOLE
98419M100XYLXYLEM INC$287,0740.02%2,130CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$285,2120.02%14,122CommonSOLE
767204100RIORIO TINTO PLC$283,8260.02%3,988CommonSOLE
G7S00T104PNRPENTAIR PLC$280,1680.02%2,866CommonSOLE
311900104FASTFASTENAL CO$279,1810.02%3,918CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$278,2470.02%2,684CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$276,7920.02%1,980CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$274,7760.02%7,623CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$274,7570.02%11,795CommonSOLE
25434V716DFSUDIMENSIONAL ETF TRUST$274,1710.02%7,374CommonSOLE
501044101KRKROGER CO$273,4390.02%4,821CommonSOLE
464288885EFGISHARES TR$269,6630.02%2,505CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$269,0930.02%5,216CommonSOLE
071813109BAXBAXTER INTL INC$268,9040.02%7,030CommonSOLE
46434G863ESGEISHARES INC$267,9780.02%7,360CommonSOLE
06738E204BCSBARCLAYS PLC$266,9110.02%20,976CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$266,7630.02%2,273CommonSOLE
316773100FITBFIFTH THIRD BANCORP$265,8220.02%6,221CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$265,6670.02%2,988CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$265,6370.02%1,868CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$264,2060.02%943CommonSOLE
34959E109FTNTFORTINET INC$263,1270.02%3,407CommonSOLE
799566104SANASANA BIOTECHNOLOGY INC$262,8450.02%63,184CommonSOLE
46284V101IRMIRON MTN INC DEL$261,0700.02%2,204CommonSOLE
456837103INGING GROEP N.V.$260,3600.02%14,337CommonSOLE
98389B100XELXCEL ENERGY INC$259,7630.02%3,988CommonSOLE
761152107RMDRESMED INC$259,7440.02%1,067CommonSOLE
74762E102QUREQUANTA SVCS INC$259,6890.02%874CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$256,0910.02%1,070CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$255,9480.02%1,084CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$255,2420.02%1,613CommonSOLE
78463V107GLDSPDR GOLD TR$255,2130.02%1,050CommonNONE
62944T105NVRNVR INC$255,1070.02%26CommonSOLE
60937P106MDBMONGODB INC$254,9400.02%943CommonSOLE
260557103DOWDOW INC$254,2480.02%4,672CommonSOLE
46982L108JJACOBS SOLUTIONS INC$253,6840.02%1,963CommonSOLE
969904101WSMWILLIAMS SONOMA INC$252,3650.02%1,631CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$252,0000.02%4,000CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$250,2950.02%1,169CommonSOLE
929160109VMCVULCAN MATLS CO$249,9290.02%1,001CommonSOLE
055622104BPBP PLC$249,8960.02%7,969CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$248,4030.02%2,980CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$248,3990.02%930CommonSOLE
294429105EFXEQUIFAX INC$248,0180.02%846CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$247,8960.02%2,336CommonSOLE
086516101BBYBEST BUY INC$244,8210.02%2,373CommonSOLE
500754106KHCKRAFT HEINZ CO$243,9440.02%6,912CommonSOLE
80105N105SNYSANOFI$242,5070.02%4,208CommonSOLE
988498101YUMYUM BRANDS INC$240,8600.02%1,725CommonSOLE
15135U109CVECENOVUS ENERGY INC$240,7780.02%14,392CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$239,8300.02%7,096CommonSOLE
247361702DALDELTA AIR LINES INC DEL$239,2720.02%4,724CommonSOLE
H2906T109GRMNGARMIN LTD$237,6410.02%1,355CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$237,4690.02%6,432CommonSOLE
023608102AEEAMEREN CORP$237,1920.02%2,712CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$235,6260.02%2,500CommonSOLE
031100100AMEAMETEK INC$235,5860.02%1,381CommonSOLE
136385101CNQCANADIAN NAT RES LTD$235,3260.02%7,086CommonSOLE
921910733ESGVVANGUARD WORLD FD$234,7100.02%2,309CommonSOLE
902973304USBUS BANCORP DEL$234,5030.02%5,162CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$233,9380.02%1,324CommonSOLE
26210C104DBXDROPBOX INC$231,2860.02%9,095CommonSOLE
34959J108FTVFORTIVE CORP$230,3970.02%2,921CommonSOLE
670346105NUENUCOR CORP$230,3210.02%1,555CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$229,0880.02%2,448CommonSOLE
883203101TXTTEXTRON INC$228,0050.02%2,568CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$227,7040.02%1,435CommonSOLE
92343E102VRSNVERISIGN INC$227,3820.02%1,188CommonSOLE
G87052109TELTE CONNECTIVITY PLC$227,0890.02%1,523CommonSOLE
87612G101TRGPTARGA RES CORP$224,5310.02%1,522CommonSOLE
640979100NMRANEUMORA THERAPEUTICS INC.$224,4640.02%16,992CommonSOLE
30161N101EXCEXELON CORP$223,3900.02%5,503CommonSOLE
126650100CVSCVS HEALTH CORP$222,9720.02%3,629CommonSOLE
960413102WLKWESTLAKE CORPORATION$222,5790.02%1,481CommonSOLE
436440101HO1HOLOGIC INC$222,0600.02%2,728CommonSOLE
816851109SRESEMPRA$222,0380.02%2,669CommonSOLE
92338C103VLTOVERALTO CORP$221,3710.02%1,982CommonSOLE
22052L104CTVACORTEVA INC$220,8740.02%3,770CommonSOLE
46144X107INVESTMENT MANAGERS SER TR I$220,4040.02%5,726CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$220,1440.02%410CommonSOLE
46434V878ICSHISHARES TR$219,5520.02%4,327CommonNONE
G8267P108SWSMURFIT WESTROCK PLC$218,4860.02%4,429CommonSOLE
217204106CPRTCOPART INC$218,4560.02%4,166CommonSOLE
857477103STTSTATE STR CORP$217,8130.02%2,468CommonSOLE
92276F100VTRVENTAS INC$216,4390.02%3,384CommonSOLE
565849106MRO*MARATHON OIL CORP$215,6500.02%8,131CommonSOLE
29364G103ETRENTERGY CORP NEW$212,6820.01%1,620CommonSOLE
009066101ABNBAIRBNB INC$211,9000.01%1,692CommonSOLE
464287630IWNISHARES TR$211,6570.01%1,269CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$211,5720.01%4,207CommonSOLE
487836108KKELLANOVA$211,5410.01%2,626CommonSOLE
03662Q105AKXANSYS INC$211,2520.01%673CommonSOLE
281020107EIXEDISON INTL$211,0190.01%2,431CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$210,0530.01%1,353CommonSOLE
460146103IPINTERNATIONAL PAPER CO$209,9080.01%4,302CommonSOLE
693506107PPGPPG INDS INC$208,4920.01%1,574CommonSOLE
23918K108DVADAVITA INC$207,6990.01%1,268CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$207,0800.01%1,402CommonSOLE
N3167Y103RACEFERRARI N V$206,8480.01%440CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$206,4310.01%9,376CommonSOLE
464286749EWLISHARES INC$205,9510.01%3,953CommonNONE
574599106MASMASCO CORP$205,6530.01%2,457CommonSOLE
464287648IWOISHARES TR$204,4800.01%720CommonNONE
46266C105IQVIQVIA HLDGS INC$202,1350.01%868CommonSOLE
345370860FFORD MTR CO$201,8030.01%19,353CommonSOLE
084423102WRBBERKLEY W R CORP$201,3350.01%3,549CommonSOLE
053611109AVYAVERY DENNISON CORP$201,1120.01%914CommonSOLE
69331C108PCGPG&E CORP$200,8830.01%10,205CommonSOLE
75629V104RXRXRECURSION PHARMACEUTICALS IN$188,4810.01%28,601CommonNONE
358054104FRSHFRESHWORKS INC$174,3350.01%15,186CommonNONE
539439109LYGLLOYDS BANKING GROUP PLC$166,5210.01%41,874CommonSOLE
05964H105SANBANCO SANTANDER S.A.$162,7460.01%27,492CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$151,0280.01%10,635CommonSOLE
27829F108XEXGXEATON VANCE TAX-MANAGED GLOB$150,5770.01%17,268CommonNONE
639057207NWGNATWEST GROUP PLC$149,0670.01%15,926CommonSOLE
86562M209SMFGSUMITOMO MITSUI FINL GROUP I$147,0760.01%11,645CommonSOLE
00091E109ABSIABSCI CORPORATION$114,6000.01%30,000CommonNONE
80706P103SRRKSCHOLAR ROCK HLDG CORP$109,5770.01%13,680CommonNONE
60687Y109MFGMIZUHO FINANCIAL GROUP INC$102,4480.01%24,509CommonSOLE
0076CA104AEGAEGON LTD$87,3640.01%13,672CommonSOLE
78667J108SG7SAGE THERAPEUTICS INC$72,2000.01%10,000CommonNONE
916896103UECURANIUM ENERGY CORP$70,5270.00%11,357CommonSOLE
74168J101PRMEPRIME MEDICINE INC$62,2300.00%16,080CommonSOLE
L02235106AMBPARDAGH METAL PACKAGING S A$44,5120.00%11,807CommonSOLE
00437E102ACCDUSDACCOLADE INC$40,7520.00%10,585CommonNONE
87184Q206SYRSSYROS PHARMACEUTICALS INC$40,0330.00%18,620CommonNONE
04746L104ATHIRA PHARMA INC$23,8840.00%53,551CommonSOLE

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.