MondegarAI
NorthCoast Asset Management LLC

Q2 2025 · 13F-HR

NorthCoast Asset Management LLCholdings as filed

Filed 2025-08-14 · accession 0001665198-25-000007

$23.40B
Reported value
1,354
Positions
2025-06-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 1354

CUSIPTickerIssuerValue% port.SharesClassVoting
92046L353EQTYVALUED ADVISERS TR$1.15B4.89%45,737,485CommonSOLE
594918104MSFTMICROSOFT CORP$805.1M3.44%1,618,560CommonSOLE
037833100AAPLAPPLE INC$587.9M2.51%2,865,448CommonSOLE
023135106AMZNAMAZON COM INC$525.2M2.24%2,393,995CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$464.6M1.99%751,664CommonSOLE
11135F101AVGOBROADCOM INC$384.3M1.64%1,394,139CommonSOLE
47103U845JAAAJANUS DETROIT STR TR$383.8M1.64%7,563,407CommonNONE
67066G104NVDANVIDIA CORPORATION$381.0M1.63%2,411,348CommonSOLE
02079K305GOOGLALPHABET INC$358.9M1.53%2,036,581CommonSOLE
739128106POWLPOWELL INDS INC$342.6M1.46%1,627,886CommonNONE
30303M102METAMETA PLATFORMS INC$306.7M1.31%415,547CommonSOLE
464287200IVVISHARES TR$296.7M1.27%477,811CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$288.2M1.23%710,807CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$271.3M1.16%1,478,889CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$267.9M1.15%1,634,955CommonSOLE
464287614IWFISHARES TR$267.3M1.14%629,660CommonNONE
922908769VTIVANGUARD INDEX FDS$266.9M1.14%877,260CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$261.6M1.12%1,843,712CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$243.1M1.04%2,664,658CommonSOLE
512807306LRCXLAM RESEARCH CORP$236.8M1.01%2,432,504CommonSOLE
00724F101ADBEADOBE INC$219.2M0.94%566,531CommonSOLE
718172109PMPHILIP MORRIS INTL INC$213.6M0.91%1,172,633CommonSOLE
922908744VTVVANGUARD INDEX FDS$197.0M0.84%1,114,581CommonSOLE
548661107LOWLOWES COS INC$194.7M0.83%877,588CommonSOLE
92826C839VVISA INC$189.8M0.81%534,657CommonSOLE
02079K107GOOGALPHABET INC$187.8M0.80%1,058,743CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$183.7M0.79%633,623CommonSOLE
464287598IWDISHARES TR$178.9M0.76%920,920CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$177.2M0.76%1,249,049CommonSOLE
68389X105ORCLORACLE CORP$173.5M0.74%793,508CommonSOLE
36262G101GXOGXO LOGISTICS INCORPORATED$169.9M0.73%3,488,781CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$163.9M0.70%5,611,963CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$162.9M0.70%335,441CommonSOLE
701094104PHPARKER-HANNIFIN CORP$161.5M0.69%231,181CommonSOLE
075887109BDXBECTON DICKINSON & CO$159.3M0.68%924,802CommonSOLE
46982L108JJACOBS SOLUTIONS INC$152.2M0.65%1,157,514CommonSOLE
337738108FISVFISERV INC$143.7M0.61%833,225CommonSOLE
79466L302CRMSALESFORCE INC$143.4M0.61%525,937CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$141.0M0.60%440,539CommonSOLE
464287408IVEISHARES TR$139.6M0.60%714,381CommonNONE
002824100ABTABBOTT LABS$138.0M0.59%1,014,771CommonSOLE
09260D107BXBLACKSTONE INC$137.7M0.59%920,535CommonSOLE
46436E718SGOVISHARES TR$136.7M0.58%1,357,194CommonNONE
038222105AMATAPPLIED MATLS INC$132.1M0.56%721,746CommonSOLE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$124.0M0.53%2,447,023CommonNONE
464287440IEFISHARES TR$123.1M0.53%1,285,818CommonSOLE
46436E858IBTGISHARES TR$120.6M0.52%5,260,457CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$120.5M0.51%390,741CommonSOLE
040413205ANETARISTA NETWORKS INC$120.3M0.51%1,176,103CommonSOLE
693718108PCARPACCAR INC$119.5M0.51%1,257,286CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$117.6M0.50%2,063,162CommonSOLE
G0403H108AONAON PLC$112.7M0.48%316,001CommonSOLE
47103U852JMBSJANUS DETROIT STR TR$111.2M0.48%2,468,448CommonSOLE
75513E101RTXRTX CORPORATION$110.5M0.47%756,968CommonSOLE
143130102KMXCARMAX INC$110.0M0.47%1,636,112CommonSOLE
464287101OEFISHARES TR$109.9M0.47%361,217CommonSOLE
713448108PEPPEPSICO INC$109.2M0.47%827,352CommonSOLE
97717X669DGRWWISDOMTREE TR$108.3M0.46%1,293,759CommonSOLE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$108.1M0.46%1,516,681CommonSOLE
92206C771VMBSVANGUARD SCOTTSDALE FDS$106.6M0.46%2,299,857CommonSOLE
58933Y105MRKMERCK & CO INC$103.2M0.44%1,303,880CommonSOLE
922908363VOOVANGUARD INDEX FDS$100.5M0.43%176,805CommonSOLE
235851102DHRDANAHER CORPORATION$99.6M0.43%504,226CommonSOLE
025816109AXPAMERICAN EXPRESS CO$97.3M0.42%305,078CommonSOLE
464287309IVWISHARES TR$95.7M0.41%869,187CommonNONE
464288646IGSBISHARES TR$94.6M0.40%1,793,896CommonSOLE
464287804IJRISHARES TR$91.5M0.39%837,031CommonSOLE
244199105DEDEERE & CO$89.4M0.38%175,755CommonSOLE
256746108DLTRDOLLAR TREE INC$88.9M0.38%897,222CommonSOLE
550021109LULULULULEMON ATHLETICA INC$88.7M0.38%373,355CommonSOLE
032654105ADIANALOG DEVICES INC$86.5M0.37%363,471CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$79.7M0.34%438,618CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$78.6M0.34%673,480CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$74.9M0.32%401,820CommonSOLE
023939101AMTMAMENTUM HOLDINGS INC$70.8M0.30%3,000,670CommonSOLE
464288661IEIISHARES TR$69.4M0.30%582,634CommonSOLE
478160104JNJJOHNSON & JOHNSON$68.3M0.29%447,215CommonSOLE
46432F842IEFAISHARES TR$68.0M0.29%814,673CommonSOLE
464288588MBBISHARES TR$66.0M0.28%703,159CommonSOLE
25434V807DFIVDIMENSIONAL ETF TRUST$65.2M0.28%1,522,218CommonSOLE
92206C706VGITVANGUARD SCOTTSDALE FDS$64.6M0.28%1,079,310CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$64.2M0.27%114,283CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS$64.1M0.27%1,090,974CommonSOLE
872590104TMUST-MOBILE US INC$63.8M0.27%267,939CommonSOLE
46432F339QUALISHARES TR$63.2M0.27%345,616CommonNONE
464287622IWBISHARES TR$62.8M0.27%184,834CommonSOLE
922908736VUGVANGUARD INDEX FDS$62.3M0.27%142,204CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$60.9M0.26%195,339CommonSOLE
64110L106NFLXNETFLIX INC$60.0M0.26%44,804CommonNONE
747525103QCOMQUALCOMM INC$59.4M0.25%372,848CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$57.8M0.25%179,029CommonSOLE
46137V613PRFINVESCO EXCHANGE TRADED FD T$56.5M0.24%1,336,616CommonSOLE
060505104BACBANK AMERICA CORP$55.0M0.24%1,162,081CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$54.8M0.23%77,450CommonNONE
464287465EFAISHARES TR$54.6M0.23%610,966CommonNONE
30231G102XOMEXXON MOBIL CORP$54.1M0.23%502,160CommonSOLE
931142103WMTWALMART INC$53.4M0.23%545,665CommonNONE
46434G103IEMGISHARES INC$52.8M0.23%879,419CommonSOLE
464288638IGIBISHARES TR$52.1M0.22%977,413CommonSOLE
532457108LLYELI LILLY & CO$52.0M0.22%66,715CommonSOLE
693506107PPGPPG INDS INC$48.7M0.21%428,198CommonSOLE
172967424CCITIGROUP INC$48.1M0.21%565,334CommonSOLE
217204106CPRTCOPART INC$47.3M0.20%963,585CommonNONE
88160R101TSLATESLA INC$46.4M0.20%146,118CommonSOLE
464287150ITOTISHARES TR$45.6M0.19%337,836CommonSOLE
464287655IWMISHARES TR$45.2M0.19%209,601CommonSOLE
025072877AVUVAMERICAN CENTY ETF TR$45.0M0.19%493,893CommonSOLE
45782C540PDECINNOVATOR ETFS TRUST$43.5M0.19%1,087,402CommonNONE
17275R102CSCOCISCO SYS INC$43.1M0.18%621,803CommonSOLE
464287721IYWISHARES TR$43.0M0.18%248,187CommonNONE
47103U746JSIJANUS DETROIT STR TR$42.0M0.18%797,722CommonSOLE
464285204IAUISHARES GOLD TR$41.7M0.18%668,502CommonNONE
743315103PGRPROGRESSIVE CORP$41.6M0.18%155,955CommonSOLE
254687106DISDISNEY WALT CO$41.5M0.18%334,225CommonSOLE
464287226AGGISHARES TR$41.4M0.18%417,263CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$41.0M0.18%439,304CommonSOLE
437076102HDHOME DEPOT INC$40.8M0.17%111,378CommonSOLE
339750101FNDFLOOR & DECOR HLDGS INC$40.1M0.17%527,868CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$39.8M0.17%40,207CommonNONE
25434V104DFAUDIMENSIONAL ETF TRUST$38.3M0.16%905,106CommonSOLE
464287457SHYISHARES TR$38.2M0.16%461,538CommonSOLE
46429B267GOVTISHARES TR$37.4M0.16%1,626,832CommonSOLE
421298100HAYWHAYWARD HLDGS INC$36.7M0.16%2,662,068CommonSOLE
461202103INTUINTUIT$36.2M0.15%45,956CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$36.0M0.15%777,654CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$35.7M0.15%49CommonNONE
617446448MSMORGAN STANLEY$35.6M0.15%252,610CommonSOLE
46429B333GNMAISHARES TR$34.9M0.15%795,203CommonSOLE
12572Q105CMECME GROUP INC$34.7M0.15%126,006CommonNONE
46090E103QQQINVESCO QQQ TR$33.7M0.14%61,119CommonSOLE
00287Y109ABBVABBVIE INC$33.6M0.14%181,212CommonNONE
464287507IJHISHARES TR$33.6M0.14%541,542CommonSOLE
98978V103ZTSZOETIS INC$33.3M0.14%213,234CommonSOLE
84741T401SPE 2.75 01/27/27 CSPECIAL OPPORTUNITIES FD INC$32.0M0.14%1,288,832CommonSOLE
46429B655FLOTISHARES TR$32.0M0.14%626,276CommonSOLE
020002101ALLALLSTATE CORP$31.5M0.13%156,232CommonSOLE
651639106NEMNEWMONT CORP$31.3M0.13%536,951CommonSOLE
81752T528CLOZSERIES PORTFOLIOS TR$31.1M0.13%1,164,679CommonNONE
443201108HWMHOWMET AEROSPACE INC$31.0M0.13%166,566CommonSOLE
166764100CVXCHEVRON CORP NEW$30.4M0.13%212,310CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$30.3M0.13%700,198CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$30.1M0.13%102,195CommonSOLE
33738D309FTSLFIRST TR EXCHANGE-TRADED FD$30.1M0.13%655,762CommonSOLE
78468R663BILSPDR SERIES TRUST$29.9M0.13%325,464CommonSOLE
20030N101CMCSACOMCAST CORP NEW$29.7M0.13%832,485CommonSOLE
464286608EZUISHARES INC$29.6M0.13%497,683CommonSOLE
H1467J104CBCHUBB LIMITED$29.5M0.13%101,679CommonSOLE
G87052109TELTE CONNECTIVITY PLC$29.3M0.13%173,987CommonSOLE
808524102SCHBSCHWAB STRATEGIC TR$29.0M0.12%1,217,202CommonSOLE
69331C108PCGPG&E CORP$28.9M0.12%2,074,946CommonSOLE
742718109PGPROCTER AND GAMBLE CO$28.5M0.12%178,869CommonSOLE
053332102AZOAUTOZONE INC$28.5M0.12%7,670CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$28.5M0.12%382,957CommonSOLE
149123101CATCATERPILLAR INC$27.9M0.12%71,939CommonSOLE
231021106CMICUMMINS INC$27.8M0.12%85,014CommonNONE
26875P101EOGEOG RES INC$27.7M0.12%231,584CommonSOLE
48817R870RUNNSTRATEGIC TRUST$27.1M0.12%800,425CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$26.8M0.11%89,690CommonSOLE
82889N558CRDTSIMPLIFY EXCHANGE TRADED FUN$26.7M0.11%1,117,817CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$26.5M0.11%333,730CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$26.5M0.11%291,132CommonNONE
14040H105COFCAPITAL ONE FINL CORP$26.4M0.11%124,036CommonSOLE
031162100AMGNAMGEN INC$26.4M0.11%94,507CommonSOLE
882508104TXNTEXAS INSTRS INC$26.4M0.11%126,944CommonSOLE
682680103OKEONEOK INC NEW$25.9M0.11%317,166CommonSOLE
03076C106AMPAMERIPRISE FINL INC$25.9M0.11%48,502CommonSOLE
58155Q103MCKMCKESSON CORP$25.8M0.11%35,223CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$25.7M0.11%192,665CommonSOLE
595112103MUMICRON TECHNOLOGY INC$25.4M0.11%205,741CommonSOLE
872540109TJXTJX COS INC NEW$25.3M0.11%205,176CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$25.1M0.11%59,614CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$25.0M0.11%107,258CommonSOLE
25434V781DISVDIMENSIONAL ETF TRUST$24.8M0.11%753,444CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$24.4M0.10%4,206CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$24.2M0.10%177,336CommonSOLE
949746101WMT2WELLS FARGO CO NEW$24.1M0.10%300,243CommonSOLE
670928100NUVNUVEEN MUN VALUE FD INC$24.0M0.10%2,758,585CommonSOLE
969457100WMBWILLIAMS COS INC$23.3M0.10%370,221CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$23.1M0.10%49,772CommonSOLE
84741T104SPESPECIAL OPPORTUNITIES FD INC$22.9M0.10%1,477,420CommonSOLE
092528603BINCBLACKROCK ETF TRUST II$22.7M0.10%429,323CommonSOLE
464288117IGOVISHARES TR$22.6M0.10%524,161CommonSOLE
316092808FTECFIDELITY COVINGTON TRUST$22.4M0.10%113,572CommonSOLE
92204A702VGTVANGUARD WORLD FD$22.2M0.10%33,514CommonSOLE
G29183103ETNEATON CORP PLC$22.2M0.09%62,098CommonSOLE
78518H202BRWSABA CAPITAL INCOME & OPRNT$22.1M0.09%2,746,958CommonSOLE
65339F101NEENEXTERA ENERGY INC$22.1M0.09%317,653CommonSOLE
09290D101BLKBLACKROCK INC$22.0M0.09%20,951CommonSOLE
438516106HONHONEYWELL INTL INC$21.9M0.09%94,078CommonSOLE
580135101MCDMCDONALDS CORP$21.7M0.09%74,343CommonSOLE
219350105GLWCORNING INC$21.7M0.09%412,698CommonSOLE
46654Q575JMTGJ P MORGAN EXCHANGE TRADED F$21.5M0.09%428,791CommonNONE
46428Q109SLVISHARES SILVER TR$21.5M0.09%654,650CommonNONE
78463V107GLDSPDR GOLD TR$21.3M0.09%69,822CommonNONE
74762E102QUREQUANTA SVCS INC$21.0M0.09%55,610CommonNONE
59156R108METMETLIFE INC$21.0M0.09%261,228CommonSOLE
369604301GEGE AEROSPACE$21.0M0.09%81,530CommonNONE
464288414MUBISHARES TR$20.6M0.09%196,919CommonSOLE
922908751VBVANGUARD INDEX FDS$20.6M0.09%86,776CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$20.4M0.09%76,775CommonSOLE
37045V100GMGENERAL MTRS CO$20.4M0.09%415,503CommonSOLE
00206R102TAT&T INC$19.9M0.09%687,179CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$19.0M0.08%86,028CommonSOLE
78464A854SPYMSPDR SERIES TRUST$19.0M0.08%261,000CommonSOLE
032095101APHAMPHENOL CORP NEW$19.0M0.08%192,054CommonSOLE
12504L109CBRECBRE GROUP INC$18.9M0.08%135,006CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$18.6M0.08%239,462CommonNONE
66987V109NVSNOVARTIS AG$18.4M0.08%152,066CommonNONE
464289867AORISHARES TR$18.3M0.08%297,853CommonNONE
29530P102ERIEERIE INDTY CO$18.3M0.08%52,796CommonSOLE
81762P102NOWSERVICENOW INC$18.2M0.08%17,716CommonSOLE
94106L109WMWASTE MGMT INC DEL$18.2M0.08%79,418CommonSOLE
922908611VBRVANGUARD INDEX FDS$18.2M0.08%93,131CommonSOLE
46434V860TFLOISHARES TR$18.1M0.08%357,979CommonNONE
31428X106FDXFEDEX CORP$17.8M0.08%78,488CommonSOLE
40412C101HCAHCA HEALTHCARE INC$17.7M0.08%46,129CommonNONE
N00985106AERAERCAP HOLDINGS NV$17.6M0.08%150,852CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$17.6M0.08%136,607CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$17.5M0.07%120,929CommonSOLE
78468R523BILSSPDR SERIES TRUST$17.2M0.07%172,723CommonNONE
74349Y845SPXUPROSHARES TR$17.1M0.07%1,019,705CommonSOLE
78464A474SPSBSPDR SERIES TRUST$16.9M0.07%558,568CommonSOLE
009158106APDAIR PRODS & CHEMS INC$16.8M0.07%59,738CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$16.8M0.07%69,053CommonNONE
278274105EOIEATON VANCE ENHANCED EQUITY$16.8M0.07%802,757CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$16.7M0.07%204,809CommonSOLE
45782C748PJUNINNOVATOR ETFS TRUST$16.5M0.07%416,018CommonNONE
95040Q104WELLWELLTOWER INC$16.3M0.07%106,218CommonNONE
45782C508PJANINNOVATOR ETFS TRUST$16.3M0.07%370,275CommonNONE
464286509EWCISHARES INC$16.2M0.07%351,027CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$16.1M0.07%308,047CommonNONE
46435G268SMMDISHARES TR$16.0M0.07%236,044CommonNONE
316092501FNCLFIDELITY COVINGTON TRUST$16.0M0.07%215,753CommonSOLE
907818108UNPUNION PAC CORP$15.9M0.07%69,172CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$15.9M0.07%72,768CommonSOLE
97717W281DGSWISDOMTREE TR$15.7M0.07%283,320CommonSOLE
46436E841IBTHISHARES TR$15.6M0.07%694,099CommonSOLE
00110G408BTALAGF INVTS TR$15.4M0.07%870,936CommonNONE
464288448IDVISHARES TR$15.3M0.07%442,463CommonSOLE
33739E108FPEFIRST TR EXCH TRADED FD III$14.8M0.06%833,923CommonNONE
863667101SYKSTRYKER CORPORATION$14.5M0.06%36,723CommonSOLE
036752103ELVELEVANCE HEALTH INC$14.5M0.06%37,342CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$14.5M0.06%155,878CommonNONE
655844108NSCNORFOLK SOUTHN CORP$14.4M0.06%56,086CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$14.3M0.06%32,043CommonNONE
126650100CVSCVS HEALTH CORP$14.2M0.06%205,887CommonSOLE
G54950103LINLINDE PLC$14.2M0.06%30,231CommonSOLE
25434V815DFSVDIMENSIONAL ETF TRUST$14.2M0.06%481,819CommonSOLE
501044101KRKROGER CO$14.2M0.06%197,279CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$13.8M0.06%161,627CommonSOLE
45782C813PJULINNOVATOR ETFS TRUST$13.8M0.06%314,039CommonNONE
92840R101NFJVIRTUS DIVIDEND INTEREST & P$13.7M0.06%1,108,366CommonSOLE
171484108CHDNCHURCHILL DOWNS INC$13.7M0.06%135,608CommonNONE
464287879IJSISHARES TR$13.6M0.06%136,544CommonSOLE
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69355J104SDHYPGIM SHORT DUR HIG YLD OPP F$13.3M0.06%791,103CommonSOLE
98138H101WDAYWORKDAY INC$13.2M0.06%54,940CommonSOLE
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89832Q109TFCTRUIST FINL CORP$13.1M0.06%305,553CommonSOLE
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46434G822EWJISHARES INC$12.9M0.06%171,954CommonSOLE
876030107TPRTAPESTRY INC$12.8M0.05%146,240CommonSOLE
902494103TSNTYSON FOODS INC$12.7M0.05%226,347CommonSOLE
72201R635MINOPIMCO ETF TR$12.6M0.05%284,748CommonSOLE
45782C383PMARINNOVATOR ETFS TRUST$12.6M0.05%297,489CommonNONE
46435G334EWUISHARES TR$12.5M0.05%315,342CommonSOLE
464288372IGFISHARES TR$12.5M0.05%211,133CommonSOLE
25434V302DFAEDIMENSIONAL ETF TRUST$12.5M0.05%430,492CommonSOLE
482480100KLACKLA CORP$12.4M0.05%13,863CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$12.4M0.05%46,222CommonSOLE
855244109SBUXSTARBUCKS CORP$12.3M0.05%133,838CommonSOLE
571903202MARMARRIOTT INTL INC NEW$12.3M0.05%44,881CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$12.2M0.05%39,709CommonSOLE
88579Y101MMM3M CO$12.1M0.05%79,680CommonSOLE
717081103PFEPFIZER INC$12.0M0.05%496,972CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$12.0M0.05%71,425CommonNONE
464287481IWPISHARES TR$12.0M0.05%86,439CommonNONE
726503105PAAPLAINS ALL AMERN PIPELINE L$11.7M0.05%637,545CommonNONE
46429B697USMVISHARES TR$11.6M0.05%123,914CommonSOLE
052769106ADSKAUTODESK INC$11.5M0.05%37,246CommonSOLE
45782C318PMAYINNOVATOR ETFS TRUST$11.5M0.05%303,092CommonNONE
316773100FITBFIFTH THIRD BANCORP$11.2M0.05%273,407CommonSOLE
G93A5A101VIKVIKING HOLDINGS LTD$11.2M0.05%210,494CommonSOLE
464288653TLHISHARES TR$11.2M0.05%109,910CommonSOLE
668771108GENGEN DIGITAL INC$11.1M0.05%379,007CommonSOLE
464287648IWOISHARES TR$11.1M0.05%38,951CommonNONE
253868103DLRDIGITAL RLTY TR INC$11.1M0.05%63,849CommonSOLE
25434V849DFNMDIMENSIONAL ETF TRUST$11.1M0.05%234,555CommonSOLE
191216100KOCOCA COLA CO$11.0M0.05%156,090CommonSOLE
744320102PRUPRUDENTIAL FINL INC$11.0M0.05%101,932CommonSOLE
20825C104COPCONOCOPHILLIPS$10.9M0.05%121,851CommonSOLE
458140100INTCINTEL CORP$10.9M0.05%487,859CommonSOLE
464287630IWNISHARES TR$10.9M0.05%69,138CommonNONE
464288513HYGISHARES TR$10.9M0.05%134,792CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$10.8M0.05%367,733CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$10.6M0.05%30,901CommonSOLE
78468R200FLRNSPDR SERIES TRUST$10.6M0.05%343,419CommonSOLE
316092865FUTYFIDELITY COVINGTON TRUST$10.6M0.05%200,752CommonSOLE
G25508105CRHCRH PLC$10.5M0.04%114,634CommonNONE
464288257ACWIISHARES TR$10.5M0.04%81,492CommonSOLE
45782C870PAPRINNOVATOR ETFS TRUST$10.4M0.04%278,794CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$10.2M0.04%44,942CommonNONE
615369105MCOMOODYS CORP$10.1M0.04%20,213CommonSOLE
04010L103ARCCARES CAPITAL CORP$10.1M0.04%461,561CommonSOLE
403949100DINOHF SINCLAIR CORP$10.1M0.04%245,714CommonSOLE
464288281EMBISHARES TR$10.0M0.04%108,422CommonSOLE
199908104FIXCOMFORT SYS USA INC$10.0M0.04%18,662CommonSOLE
629377508NRGNRG ENERGY INC$10.0M0.04%62,050CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$9.8M0.04%17,368CommonSOLE
45782C656PSEPINNOVATOR ETFS TRUST$9.8M0.04%240,622CommonNONE
464287176TIPISHARES TR$9.8M0.04%89,219CommonSOLE
G5960L103MDTMEDTRONIC PLC$9.8M0.04%111,765CommonSOLE
291011104EMREMERSON ELEC CO$9.7M0.04%73,081CommonNONE
45782C680PAUGINNOVATOR ETFS TRUST$9.7M0.04%240,057CommonNONE
69344A107PULSPGIM ETF TR$9.7M0.04%194,702CommonNONE
670346105NUENUCOR CORP$9.7M0.04%74,629CommonSOLE
78409V104SPGIS&P GLOBAL INC$9.6M0.04%18,222CommonSOLE
963320106WHRWHIRLPOOL CORP$9.5M0.04%94,051CommonSOLE
06759L103BBDCBARINGS BDC INC$9.5M0.04%1,040,546CommonSOLE
03662Q105AKXANSYS INC$9.4M0.04%26,882CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$9.3M0.04%45,641CommonSOLE
45782C573PNOVINNOVATOR ETFS TRUST$9.3M0.04%236,152CommonNONE
64110D104NTAPNETAPP INC$9.3M0.04%87,539CommonSOLE
56585A102MPCMARATHON PETE CORP$9.2M0.04%55,686CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$9.2M0.04%163,297CommonSOLE
227046109CROXCROCS INC$9.1M0.04%89,459CommonSOLE
464287739IYRISHARES TR$9.0M0.04%95,327CommonNONE
842587107SOSOUTHERN CO$9.0M0.04%98,220CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$9.0M0.04%170,722CommonSOLE
87612E106TGTTARGET CORP$8.9M0.04%90,634CommonSOLE
316092303FSTAFIDELITY COVINGTON TRUST$8.9M0.04%174,604CommonSOLE
97717W588EPSWISDOMTREE TR$8.9M0.04%139,475CommonSOLE
092528504CLOABLACKROCK ETF TRUST II$8.9M0.04%170,870CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$8.9M0.04%119,533CommonSOLE
369550108GDGENERAL DYNAMICS CORP$8.9M0.04%30,356CommonSOLE
316092600FHLCFIDELITY COVINGTON TRUST$8.8M0.04%137,665CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$8.8M0.04%177,719CommonSOLE
46436E866ISHARES TR$8.8M0.04%376,043CommonSOLE
552953101MGMMGM RESORTS INTERNATIONAL$8.7M0.04%254,223CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$8.6M0.04%34,156CommonSOLE
880198205SABASABA CAPITAL INCOME & OPPORT$8.6M0.04%940,139CommonSOLE
19247G107COHRCOHERENT CORP$8.6M0.04%96,410CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$8.5M0.04%69,228CommonSOLE
427866108HSYHERSHEY CO$8.4M0.04%50,666CommonSOLE
12514G108CDWCDW CORP$8.3M0.04%46,577CommonSOLE
78464A409SPYGSPDR SERIES TRUST$8.2M0.04%86,104CommonNONE
09789C788XHLFBONDBLOXX ETF TRUST$8.2M0.03%162,327CommonSOLE
97717Y527USFRWISDOMTREE TR$8.1M0.03%161,958CommonNONE
233051432HYLBDBX ETF TR$8.1M0.03%219,160CommonNONE
857477103STTSTATE STR CORP$8.1M0.03%75,855CommonSOLE
609207105MDLZMONDELEZ INTL INC$8.1M0.03%119,171CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$8.0M0.03%74,674CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$8.0M0.03%14,727CommonSOLE
45782C797POCTINNOVATOR ETFS TRUST$8.0M0.03%193,254CommonNONE
833034101SNASNAP ON INC$7.9M0.03%25,546CommonSOLE
N20944109CNHCNH INDL N V$7.9M0.03%612,076CommonSOLE
921909768VXUSVANGUARD STAR FDS$7.9M0.03%114,745CommonSOLE
11271J107BNBROOKFIELD CORP$7.9M0.03%127,939CommonSOLE
46641Q274JSCPJ P MORGAN EXCHANGE TRADED F$7.9M0.03%166,761CommonNONE
368736104GNRCGENERAC HLDGS INC$7.9M0.03%54,934CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$7.9M0.03%23,673CommonSOLE
46432F834IXUSISHARES TR$7.8M0.03%100,735CommonSOLE
247361702DALDELTA AIR LINES INC DEL$7.7M0.03%157,114CommonSOLE
08160H101BHEBENCHMARK ELECTRS INC$7.7M0.03%198,895CommonSOLE
316092709FIDUFIDELITY COVINGTON TRUST$7.7M0.03%98,860CommonSOLE
890930100TPZTORTOISE CAPITAL SERIES TRUS$7.6M0.03%370,249CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$7.5M0.03%24,549CommonSOLE
45168D104IDXXIDEXX LABS INC$7.5M0.03%13,993CommonSOLE
466313103JBLJABIL INC$7.5M0.03%34,405CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$7.4M0.03%37,216CommonSOLE
200340107CMACOMERICA INC$7.3M0.03%122,943CommonSOLE
505743104LADRLADDER CAP CORP$7.3M0.03%677,554CommonSOLE
883203101TXTTEXTRON INC$7.2M0.03%90,033CommonSOLE
872340104TSITCW STRATEGIC INCOME FD INC$7.2M0.03%1,476,147CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$7.1M0.03%88,128CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$7.0M0.03%34,243CommonNONE
29275Y102ENSENERSYS$7.0M0.03%81,436CommonSOLE
871829107SYYSYSCO CORP$7.0M0.03%91,910CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$6.9M0.03%27,390CommonNONE
78464A870XBISPDR SERIES TRUST$6.9M0.03%82,733CommonSOLE
78468R408SJNKSPDR SERIES TRUST$6.9M0.03%269,055CommonNONE
46432F388VLUEISHARES TR$6.8M0.03%60,175CommonSOLE
001055102AFLAFLAC INC$6.8M0.03%64,498CommonNONE
H5919C104ONONON HLDG AG$6.8M0.03%129,855CommonSOLE
33741X102SDVYFIRST TR EXCHANGE-TRADED FD$6.7M0.03%191,104CommonNONE
56418H100MANMANPOWERGROUP INC WIS$6.6M0.03%164,509CommonSOLE
704326107PAYXPAYCHEX INC$6.6M0.03%45,513CommonNONE
00162Q452AMLPALPS ETF TR$6.6M0.03%135,366CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$6.6M0.03%12,017CommonSOLE
48203R104JNPJUNIPER NETWORKS INC$6.5M0.03%163,964CommonSOLE
72201R627LONZPIMCO ETF TR$6.5M0.03%128,042CommonNONE
670100205NVONOVO-NORDISK A S$6.5M0.03%94,033CommonSOLE
336433107FSLRFIRST SOLAR INC$6.5M0.03%39,163CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$6.4M0.03%95,787CommonSOLE
895436103TYTRI CONTL CORP$6.4M0.03%203,381CommonSOLE
654106103NKENIKE INC$6.4M0.03%90,566CommonSOLE
22052L104CTVACORTEVA INC$6.4M0.03%85,924CommonSOLE
92206C664VTWOVANGUARD SCOTTSDALE FDS$6.4M0.03%73,409CommonSOLE
988498101YUMYUM BRANDS INC$6.4M0.03%43,151CommonSOLE
146869102CVNACARVANA CO$6.3M0.03%18,812CommonNONE
921937827BSVVANGUARD BD INDEX FDS$6.3M0.03%80,142CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$6.3M0.03%306,266CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$6.3M0.03%86,065CommonSOLE
25809K105DASHDOORDASH INC$6.2M0.03%25,311CommonSOLE
02209S103MOALTRIA GROUP INC$6.2M0.03%105,660CommonSOLE
89151E109TTENTOTALENERGIES SE$6.2M0.03%101,245CommonSOLE
36467J108GLPIGAMING & LEISURE PPTYS INC$6.2M0.03%132,514CommonSOLE
756109104OREALTY INCOME CORP$6.2M0.03%107,212CommonSOLE
09257P105BTTBLACKROCK MUN TARGET TERM TR$6.1M0.03%280,289CommonSOLE
745867101PHMPULTE GROUP INC$6.1M0.03%57,852CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$6.0M0.03%59,753CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$6.0M0.03%55,431CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$6.0M0.03%7,809CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$6.0M0.03%50,595CommonSOLE
464287549IGMISHARES TR$5.9M0.03%52,832CommonNONE
002896207ANFABERCROMBIE & FITCH CO$5.9M0.03%71,047CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$5.9M0.03%64,389CommonSOLE
09256A109CIIBLACKROCK ENHANCED LARGE CAP$5.9M0.03%274,690CommonSOLE
06417N103OZKBANK OZK LITTLE ROCK ARK$5.8M0.02%124,167CommonSOLE
55024U109LITELUMENTUM HLDGS INC$5.8M0.02%61,227CommonSOLE
464288240ACWXISHARES TR$5.8M0.02%95,253CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$5.8M0.02%64,374CommonNONE
61945C103MOSMOSAIC CO NEW$5.8M0.02%158,334CommonSOLE
718546104PSXPHILLIPS 66$5.7M0.02%48,077CommonSOLE
98419M100XYLXYLEM INC$5.7M0.02%44,288CommonSOLE
891092108TTCTORO CO$5.7M0.02%80,175CommonSOLE
443573100HUBSHUBSPOT INC$5.7M0.02%10,177CommonSOLE
35473P769FLINFRANKLIN TEMPLETON ETF TR$5.6M0.02%141,451CommonSOLE
361570104GDLGDL FD$5.6M0.02%675,249CommonSOLE
380237107GDDYGODADDY INC$5.6M0.02%31,210CommonSOLE
460146103IPINTERNATIONAL PAPER CO$5.6M0.02%118,603CommonSOLE
150870103CECELANESE CORP DEL$5.5M0.02%99,347CommonSOLE
393657101GBXGREENBRIER COS INC$5.5M0.02%118,391CommonSOLE
78464A508SPYVSPDR SERIES TRUST$5.4M0.02%104,077CommonNONE
41151J885OSEAHARBOR ETF TRUST$5.4M0.02%185,201CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$5.4M0.02%174,633CommonNONE
48251W104KKRKKR & CO INC$5.4M0.02%40,638CommonNONE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$5.4M0.02%69,103CommonSOLE
097023105BABOEING CO$5.4M0.02%25,669CommonNONE
125523100CITHE CIGNA GROUP$5.3M0.02%16,059CommonNONE
49446R109KIMKIMCO RLTY CORP$5.3M0.02%252,379CommonSOLE
23334J107DTFDTF TAX-FREE INCOME 2028 TER$5.3M0.02%471,444CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$5.3M0.02%10,532CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$5.2M0.02%124,500CommonNONE
464288570DSIISHARES TR$5.2M0.02%44,763CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$5.2M0.02%11,732CommonSOLE
92189H748CLOIVANECK ETF TRUST$5.2M0.02%97,391CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$5.1M0.02%133,850CommonSOLE
418056107HASHASBRO INC$5.1M0.02%69,440CommonSOLE
29273V100ETENERGY TRANSFER L P$5.1M0.02%280,228CommonNONE
464287168DVYISHARES TR$4.9M0.02%36,744CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$4.9M0.02%198,879CommonSOLE
95058W100WENWENDYS CO$4.8M0.02%421,643CommonSOLE
62944T105NVRNVR INC$4.8M0.02%648CommonNONE
69346N107PDXPIMCO DYNAMIC INCOME STRATEG$4.8M0.02%193,870CommonSOLE
012653101ALBALBEMARLE CORP$4.8M0.02%75,921CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$4.8M0.02%83,660CommonNONE
86800U302SMCISUPER MICRO COMPUTER INC$4.7M0.02%96,918CommonSOLE
38747R827NVDLGRANITESHARES ETF TR$4.7M0.02%67,076CommonSOLE
285512109EAELECTRONIC ARTS INC$4.6M0.02%28,988CommonSOLE
N07059210ASMLASML HOLDING N V$4.6M0.02%5,695CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$4.5M0.02%104,908CommonSOLE
464287499IWRISHARES TR$4.5M0.02%48,913CommonSOLE
540424108LLOEWS CORP$4.5M0.02%48,977CommonSOLE
45784P101PODDINSULET CORP$4.4M0.02%14,061CommonSOLE
46434V613IUSBISHARES TR$4.4M0.02%95,449CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$4.4M0.02%98,290CommonSOLE
30161N101EXCEXELON CORP$4.3M0.02%98,539CommonSOLE
316092873FCOMFIDELITY COVINGTON TRUST$4.3M0.02%65,963CommonSOLE
67077M108NTRNUTRIEN LTD$4.3M0.02%73,389CommonSOLE
303075105FDSFACTSET RESH SYS INC$4.2M0.02%9,502CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$4.2M0.02%40,746CommonSOLE
36828A101GEVGE VERNOVA INC$4.2M0.02%7,942CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$4.2M0.02%116,745CommonSOLE
382550101GTGOODYEAR TIRE & RUBR CO$4.2M0.02%402,323CommonSOLE
205887102CAGCONAGRA BRANDS INC$4.2M0.02%202,859CommonSOLE
372460105GPCGENUINE PARTS CO$4.2M0.02%34,199CommonNONE
92189F643MOATVANECK ETF TRUST$4.1M0.02%44,105CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC$4.1M0.02%113,939CommonSOLE
493267108KEYKEYCORP$4.1M0.02%235,652CommonSOLE
61774R833EVLNMORGAN STANLEY ETF TRUST$4.1M0.02%81,672CommonNONE
464288125ISHGISHARES TR$4.1M0.02%53,183CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$4.0M0.02%94,137CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$4.0M0.02%91,248CommonSOLE
55336V100MPLXMPLX LP$3.9M0.02%76,633CommonNONE
770700102HOODROBINHOOD MKTS INC$3.9M0.02%42,119CommonSOLE
92840M102VSTVISTRA CORP$3.9M0.02%20,326CommonSOLE
46138J635BSJQINVESCO EXCH TRD SLF IDX FD$3.9M0.02%167,926CommonNONE
09251A104BDJBLACKROCK ENHANCED EQUITY DI$3.9M0.02%437,874CommonSOLE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$3.9M0.02%41,295CommonNONE
464287242LQDISHARES TR$3.9M0.02%35,159CommonNONE
46090A887GSYINVESCO ACTIVELY MANAGED EXC$3.8M0.02%76,694CommonNONE
452308109ITWILLINOIS TOOL WKS INC$3.8M0.02%15,497CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$3.8M0.02%737,994PUTNONE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$3.8M0.02%301,240CommonSOLE
126408103CSXCSX CORP$3.8M0.02%114,926CommonSOLE
464288687PFFISHARES TR$3.7M0.02%121,143CommonSOLE
902973304USBUS BANCORP DEL$3.7M0.02%81,402CommonSOLE
33740F888UCONFIRST TR EXCHNG TRADED FD VI$3.7M0.02%148,140CommonSOLE

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.