MondegarAI
Portside Wealth Group, LLC

Q1 2025 · 13F-HR

Portside Wealth Group, LLCholdings as filed

Filed 2025-04-10 · accession 0001667731-25-000401

$604.4M
Reported value
416
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
023135106AMZNAMAZON COM INC$21.3M3.53%97,267CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$19.5M3.23%387,344CommonNONE
594918104MSFTMICROSOFT CORP$18.4M3.05%43,766CommonNONE
037833100AAPLAPPLE INC$16.1M2.67%64,357CommonNONE
78464A409SPYGSPDR SER TR$15.7M2.60%178,912CommonNONE
92826C839VVISA INC$11.2M1.85%35,362CommonNONE
68389X105ORCLORACLE CORP$10.3M1.71%61,999CommonNONE
67066G104NVDANVIDIA CORPORATION$9.9M1.63%73,436CommonNONE
02079K107GOOGALPHABET INC$9.6M1.58%50,189CommonNONE
64110L106NFLXNETFLIX INC$9.4M1.56%10,564CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$9.1M1.51%267,774CommonNONE
78464A508SPYVSPDR SER TR$7.8M1.29%152,730CommonNONE
82509L107SHOPSHOPIFY INC$7.8M1.29%73,096CommonNONE
81762P102NOWSERVICENOW INC$7.7M1.27%7,222CommonNONE
57636Q104MAMASTERCARD INCORPORATED$7.5M1.24%14,280CommonNONE
02079K305GOOGLALPHABET INC$7.5M1.24%39,540CommonNONE
88160R101TSLATESLA INC$6.1M1.02%15,212CommonNONE
78468R663BILSPDR SER TR$6.1M1.01%66,862CommonNONE
46429B267GOVTISHARES TR$6.0M1.00%263,238CommonNONE
00724F101ADBEADOBE INC$5.8M0.96%12,984CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$5.5M0.91%10,574CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$5.4M0.90%15,450CommonNONE
532457108LLYELI LILLY & CO$5.3M0.88%6,867CommonNONE
002824100ABTABBOTT LABS$5.3M0.87%46,422CommonNONE
464287200IVVISHARES TR$5.0M0.83%8,490CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$4.7M0.77%57,951CommonNONE
670100205NVONOVO-NORDISK A S$4.6M0.76%53,717CommonNONE
75513E101RTXRTX CORPORATION$4.6M0.76%39,928CommonNONE
G5960L103MDTMEDTRONIC PLC$4.6M0.76%57,782CommonNONE
17275R102CSCOCISCO SYS INC$4.5M0.75%76,546CommonNONE
78464A383SPMBSPDR SER TR$4.5M0.75%210,222CommonNONE
30303M102METAMETA PLATFORMS INC$4.5M0.75%7,715CommonNONE
78464A201SLYGSPDR SER TR$4.5M0.74%49,255CommonNONE
718172109PMPHILIP MORRIS INTL INC$4.4M0.73%36,881CommonNONE
98978V103ZTSZOETIS INC$4.4M0.73%27,079CommonNONE
55354G100MSCIMSCI INC$4.4M0.73%7,341CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$4.1M0.67%16,932CommonNONE
78468R853SPSMSPDR SER TR$4.1M0.67%90,329CommonNONE
009066101ABNBAIRBNB INC$4.0M0.67%30,817CommonNONE
98138H101WDAYWORKDAY INC$4.0M0.66%15,484CommonNONE
949746101WMT2WELLS FARGO CO NEW$4.0M0.66%56,588CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$3.9M0.64%101,444CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$3.8M0.64%8,489CommonNONE
254687106DISDISNEY WALT CO$3.6M0.60%32,628CommonNONE
464287440IEFISHARES TR$3.4M0.56%36,531CommonNONE
46434V407SHYGISHARES TR$3.3M0.55%78,320CommonNONE
46429B747STIPISHARES TR$3.3M0.55%32,995CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$3.3M0.55%6,559CommonNONE
464287176TIPISHARES TR$3.2M0.53%30,325CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$3.1M0.51%77,772CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$3.0M0.50%15,470CommonNONE
097023105BABOEING CO$2.9M0.47%16,136CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$2.8M0.47%12,954CommonNONE
437076102HDHOME DEPOT INC$2.8M0.47%7,307CommonNONE
166764100CVXCHEVRON CORP NEW$2.8M0.46%19,254CommonNONE
00287Y109ABBVABBVIE INC$2.7M0.45%15,159CommonNONE
78464A664SPTLSPDR SER TR$2.6M0.44%101,023CommonNONE
09789C788XHLFBONDBLOXX ETF TRUST$2.6M0.43%52,365CommonNONE
747525103QCOMQUALCOMM INC$2.6M0.43%16,911CommonNONE
904767704UNILEVER PLC$2.6M0.42%45,216CommonNONE
98149E303GLDMWORLD GOLD TR$2.5M0.42%48,496CommonNONE
191216100KOCOCA COLA CO$2.5M0.42%40,400CommonNONE
00206R102TAT&T INC$2.3M0.39%102,390CommonNONE
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$2.3M0.38%40,595CommonNONE
931142103WMTWALMART INC$2.3M0.38%25,188CommonNONE
30231G102XOMEXXON MOBIL CORP$2.2M0.37%20,612CommonNONE
70432V102PAYCPAYCOM SOFTWARE INC$2.2M0.36%10,752CommonNONE
478160104JNJJOHNSON & JOHNSON$2.2M0.36%14,988CommonNONE
060505104BACBANK AMERICA CORP$2.1M0.35%48,399CommonNONE
366651107ITGARTNER INC$2.1M0.35%4,333CommonNONE
742718109PGPROCTER AND GAMBLE CO$2.0M0.34%12,220CommonNONE
58933Y105MRKMERCK & CO INC$2.0M0.33%20,204CommonNONE
78464A474SPSBSPDR SER TR$1.9M0.32%65,278CommonNONE
803054204SAPSAP SE$1.9M0.32%7,736CommonNONE
902973304USBUS BANCORP DEL$1.9M0.31%39,106CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$1.8M0.30%14,431CommonNONE
681116109OLLIOLLIES BARGAIN OUTLET HLDGS$1.8M0.30%16,264CommonNONE
78468R622JNKSPDR SER TR$1.8M0.29%18,528CommonNONE
617700109MORNMORNINGSTAR INC$1.8M0.29%5,251CommonNONE
000360206AAONAAON INC$1.7M0.29%14,855CommonNONE
22160N109CSGPCOSTAR GROUP INC$1.7M0.29%24,193CommonNONE
780259305SHELSHELL PLC$1.7M0.28%27,230CommonNONE
303075105FDSFACTSET RESH SYS INC$1.7M0.28%3,472CommonNONE
149123101CATCATERPILLAR INC$1.7M0.27%4,554CommonNONE
580135101MCDMCDONALDS CORP$1.6M0.27%5,687CommonNONE
N07059210ASMLASML HOLDING N V$1.6M0.27%2,322CommonNONE
713448108PEPPEPSICO INC$1.6M0.27%10,565CommonNONE
37960A529SHLDGLOBAL X FDS$1.6M0.26%42,560CommonNONE
369550108GDGENERAL DYNAMICS CORP$1.6M0.26%5,966CommonNONE
79466L302CRMSALESFORCE INC$1.5M0.26%4,626CommonNONE
375558103GILDGILEAD SCIENCES INC$1.5M0.25%16,481CommonNONE
922908363VOOVANGUARD INDEX FDS$1.5M0.25%2,797CommonNONE
78351F107RYANRYAN SPECIALTY HOLDINGS INC$1.5M0.24%22,731CommonNONE
548661107LOWLOWES COS INC$1.4M0.24%5,757CommonNONE
717081103PFEPFIZER INC$1.4M0.23%53,172CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$1.4M0.23%4,738CommonNONE
942622200WSOWATSCO INC$1.4M0.23%2,912CommonNONE
855244109SBUXSTARBUCKS CORP$1.4M0.23%15,024CommonNONE
921909768VXUSVANGUARD STAR FDS$1.4M0.23%23,258CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$1.4M0.23%1,492CommonNONE
075887109BDXBECTON DICKINSON & CO$1.3M0.22%5,921CommonNONE
052769106ADSKAUTODESK INC$1.3M0.22%4,498CommonNONE
03990B101ARESARES MANAGEMENT CORPORATION$1.3M0.22%7,366CommonNONE
29250N105ENBENBRIDGE INC$1.3M0.21%30,280CommonNONE
63947X101NCNONCINO INC$1.3M0.21%38,169CommonNONE
46429B598INDAISHARES TR$1.3M0.21%24,333CommonNONE
172967424CCITIGROUP INC$1.3M0.21%18,038CommonNONE
008474108AEMAGNICO EAGLE MINES LTD$1.3M0.21%16,221CommonNONE
46432F339QUALISHARES TR$1.3M0.21%7,067CommonNONE
20825C104COPCONOCOPHILLIPS$1.2M0.21%12,514CommonNONE
760759100RSGREPUBLIC SVCS INC$1.2M0.20%6,096CommonNONE
78463M107SPSCSPS COMM INC$1.2M0.20%6,652CommonNONE
69331C108PCGPG&E CORP$1.2M0.20%60,167CommonNONE
126650100CVSCVS HEALTH CORP$1.2M0.20%26,879CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$1.2M0.20%10,946CommonNONE
609207105MDLZMONDELEZ INTL INC$1.2M0.19%19,703CommonNONE
882508104TXNTEXAS INSTRS INC$1.2M0.19%6,266CommonNONE
29414B104EPAMEPAM SYS INC$1.2M0.19%5,012CommonNONE
81768T108SFBSSERVISFIRST BANCSHARES INC$1.2M0.19%13,685CommonNONE
969457100WMBWILLIAMS COS INC$1.1M0.19%21,157CommonNONE
038222105AMATAPPLIED MATLS INC$1.1M0.18%6,830CommonNONE
47103U845JAAAJANUS DETROIT STR TR$1.1M0.18%21,659CommonNONE
219350105GLWCORNING INC$1.1M0.18%22,902CommonNONE
617446448MSMORGAN STANLEY$1.1M0.18%8,555CommonNONE
682680103OKEONEOK INC NEW$1.1M0.18%10,614CommonNONE
G87110105FTITECHNIPFMC PLC$1.1M0.17%36,491CommonNONE
026874784AIGAMERICAN INTL GROUP INC$1.0M0.17%14,324CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.0M0.17%18,408CommonNONE
879360105TDYTELEDYNE TECHNOLOGIES INC$1.0M0.17%2,202CommonNONE
92939U106WECWEC ENERGY GROUP INC$1.0M0.17%10,819CommonNONE
955306105WSTWEST PHARMACEUTICAL SVSC INC$1.0M0.17%3,103CommonNONE
56585A102MPCMARATHON PETE CORP$1.0M0.17%7,210CommonNONE
654106103NKENIKE INC$1.0M0.17%13,284CommonNONE
216648501COOCOOPER COS INC$1.0M0.17%10,925CommonNONE
833034101SNASNAP ON INC$1.0M0.17%2,951CommonNONE
89679E300TFINTRIUMPH FINANCIAL INC$999,8620.17%11,002CommonNONE
29287L205PWRDTCW ETF TRUST$991,3790.16%13,661CommonNONE
20030N101CMCSACOMCAST CORP NEW$988,6410.16%26,343CommonNONE
74316P645CSMDPROFESIONALLY MANAGED PORTFO$978,2640.16%32,696CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$977,7590.16%5,331CommonNONE
125523100CITHE CIGNA GROUP$972,2890.16%3,521CommonNONE
59156R108METMETLIFE INC$957,0960.16%11,689CommonNONE
11271J107BNBROOKFIELD CORP$952,7510.16%16,584CommonNONE
337932107FEFIRSTENERGY CORP$945,0130.16%23,756CommonNONE
78464A821MDYGSPDR SER TR$922,4240.15%10,616CommonNONE
00130H105AESAES CORP$917,9140.15%71,322CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$913,7680.15%23,996CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$912,5180.15%2,266CommonNONE
38267D109GSHDGOOSEHEAD INS INC$908,6900.15%8,475CommonNONE
12572Q105CMECME GROUP INC$900,5880.15%3,878CommonNONE
835699307SONYSONY GROUP CORP$892,0630.15%42,158CommonNONE
73278L105POOLPOOL CORP$888,1490.15%2,605CommonNONE
025816109AXPAMERICAN EXPRESS CO$883,5440.15%2,977CommonNONE
59522J103MAAMID-AMER APT CMNTYS INC$880,2760.15%5,695CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$879,7280.15%11,632CommonNONE
29364G103ETRENTERGY CORP NEW$877,6920.15%11,576CommonNONE
15135B101CNCCENTENE CORP DEL$877,6220.15%14,487CommonNONE
126408103CSXCSX CORP$870,4510.14%26,974CommonNONE
46090E103QQQINVESCO QQQ TR$866,5090.14%1,695CommonNONE
147528103CASYCASEYS GEN STORES INC$866,1590.14%2,186CommonNONE
12541W209CHRWC H ROBINSON WORLDWIDE INC$865,5650.14%8,378CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$864,4320.14%1,842CommonNONE
97717W471USDUWISDOMTREE TR$852,6470.14%30,826CommonNONE
217204106CPRTCOPART INC$846,6750.14%14,753CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$835,7010.14%6,713CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$828,2400.14%15,758CommonNONE
115236101BROBROWN & BROWN INC$827,9940.14%8,116CommonNONE
674599105OXYOCCIDENTAL PETE CORP$804,6030.13%16,284CommonNONE
539830109LMTLOCKHEED MARTIN CORP$802,7730.13%1,652CommonNONE
292765104EPACENERPAC TOOL GROUP CORP$776,6830.13%18,902CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$763,8330.13%4,435CommonNONE
231561101CWCURTISS WRIGHT CORP$760,8410.13%2,144CommonNONE
11135F101AVGOBROADCOM INC$754,8710.12%3,256CommonNONE
30231G102XOMEXXON MOBIL CORP$749,2590.12%6,300PUTSOLE
922908744VTVVANGUARD INDEX FDS$746,4340.12%4,409CommonNONE
78464A839MDYVSPDR SER TR$742,1710.12%9,254CommonNONE
370334104GISGENERAL MLS INC$740,0510.12%11,605CommonNONE
69343T107PJTPJT PARTNERS INC$738,3930.12%4,679CommonNONE
969904101WSMWILLIAMS SONOMA INC$732,3870.12%3,955CommonNONE
844741108LUVSOUTHWEST AIRLS CO$730,7300.12%21,735CommonNONE
009158106APDAIR PRODS & CHEMS INC$726,8400.12%2,506CommonNONE
427866108HSYHERSHEY CO$723,6330.12%4,273CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$707,7780.12%1,356CommonNONE
243537107DECKDECKERS OUTDOOR CORP$706,7530.12%3,480CommonNONE
46435U853USHYISHARES TR$693,6020.11%18,853CommonNONE
031100100AMEAMETEK INC$686,0700.11%3,806CommonNONE
422806208HEI/AHEICO CORP NEW$680,4950.11%3,657CommonNONE
41151J505HGERHARBOR ETF TRUST$678,2950.11%30,643CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$671,6630.11%3,401CommonNONE
85208M102SFMSPROUTS FMRS MKT INC$670,8030.11%5,279CommonNONE
94106L109WMWASTE MGMT INC DEL$662,4770.11%3,283CommonNONE
859241101STRLSTERLING INFRASTRUCTURE INC$658,4710.11%3,909CommonNONE
76156B107RVLVREVOLVE GROUP INC$650,7440.11%19,431CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$650,5900.11%7,054CommonNONE
922908736VUGVANGUARD INDEX FDS$638,6450.11%1,556CommonNONE
G0403H108AONAON PLC$629,6070.10%1,753CommonNONE
046353108AZNNASTRAZENECA PLC$628,2060.10%9,588CommonNONE
08265T208BSYBENTLEY SYS INC$622,9780.10%13,340CommonNONE
69370C100PTCPTC INC$609,8970.10%3,317CommonNONE
756109104OREALTY INCOME CORP$608,2270.10%11,388CommonNONE
067901108ABXBARRICK GOLD CORP$599,7110.10%38,691CommonNONE
N53745100LYBLYONDELLBASELL INDUSTRIES N$592,0800.10%7,972CommonNONE
579780206MKCMCCORMICK & CO INC$591,2410.10%7,755CommonNONE
25243Q205DEODIAGEO PLC$589,5020.10%4,637CommonNONE
056525108BMIBADGER METER INC$588,2090.10%2,773CommonNONE
464287457SHYISHARES TR$585,8190.10%7,146CommonNONE
494368103KMBKIMBERLY-CLARK CORP$577,6240.10%4,408CommonNONE
204166102CVLTCOMMVAULT SYS INC$574,3630.10%3,806CommonNONE
78463X871GWXSPDR INDEX SHS FDS$567,8930.09%18,328CommonNONE
525558201LMATLEMAITRE VASCULAR INC$561,5010.09%6,094CommonNONE
40415F101HDBHDFC BANK LTD$560,2440.09%8,773CommonNONE
74112D101PBHPRESTIGE CONSMR HEALTHCARE I$560,0610.09%7,172CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$552,7680.09%776CommonNONE
74624M102PPURE STORAGE INC$552,2560.09%8,990CommonNONE
78709Y105SAIASAIA INC$549,6100.09%1,206CommonNONE
892356106TSCOTRACTOR SUPPLY CO$534,2610.09%10,069CommonNONE
759530108RELXRELX PLC$531,8680.09%11,710CommonNONE
78464A300SLYVSPDR SER TR$526,8160.09%6,038CommonNONE
13646K108CPCANADIAN PACIFIC KANSAS CITY$523,8860.09%7,239CommonNONE
92345Y106VRSKVERISK ANALYTICS INC$517,8080.09%1,880CommonNONE
47103U753JBBBJANUS DETROIT STR TR$515,9340.09%10,495CommonNONE
96208T104WEXWEX INC$515,0900.09%2,938CommonNONE
609839105MPWRMONOLITHIC PWR SYS INC$510,6370.08%863CommonNONE
G4705A100ICLRICON PLC$506,6590.08%2,416CommonNONE
942749102WTSWATTS WATER TECHNOLOGIES INC$506,4200.08%2,491CommonNONE
66987V109NVSNOVARTIS AG$497,9350.08%5,117CommonNONE
70975L107PENPENUMBRA INC$497,2830.08%2,094CommonNONE
199908104FIXCOMFORT SYS USA INC$494,1900.08%1,165CommonNONE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$492,6970.08%42,039CommonNONE
26856L103ELFE L F BEAUTY INC$490,6490.08%3,908CommonNONE
G6700G107NVTNVENT ELECTRIC PLC$487,4800.08%7,152CommonNONE
78464A359CWBSPDR SER TR$486,2050.08%6,242CommonNONE
26154D100DFHDREAM FINDERS HOMES INC$482,9920.08%20,756CommonNONE
902673102UFPTUFP TECHNOLOGIES INC$481,9290.08%1,971CommonNONE
464288513HYGISHARES TR$480,8950.08%6,114CommonNONE
464287242LQDISHARES TR$478,4300.08%4,478CommonNONE
441593100HLIHOULIHAN LOKEY INC$478,2600.08%2,754CommonNONE
032095101APHAMPHENOL CORP NEW$473,3020.08%6,815CommonNONE
92047W101VVVVALVOLINE INC$471,2080.08%13,024CommonNONE
464288281EMBISHARES TR$466,0520.08%5,234CommonNONE
58733R102MELIMERCADOLIBRE INC$465,9210.08%274CommonNONE
438516106HONHONEYWELL INTL INC$464,4300.08%2,056CommonNONE
81141R100SESEA LTD$456,2300.08%4,300CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$455,4720.08%3,570CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$454,7450.08%5,328CommonNONE
784117103SEICSEI INVTS CO$447,5360.07%5,426CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$446,9800.07%1,977CommonNONE
40637H109HALOHALOZYME THERAPEUTICS INC$445,4460.07%9,317CommonNONE
526107107LIILENNOX INTL INC$439,3050.07%721CommonNONE
231021106CMICUMMINS INC$438,8870.07%1,259CommonNONE
88076W103TDCTERADATA CORP DEL$430,4000.07%13,817CommonNONE
78409V104SPGIS&P GLOBAL INC$429,8000.07%863CommonNONE
68278B107K4FONESTREAM INC$428,6270.07%15,029CommonNONE
126402106CSWCSW INDUSTRIALS INC$427,9460.07%1,213CommonNONE
29084Q100EMEEMCOR GROUP INC$425,3040.07%937CommonNONE
031162100AMGNAMGEN INC$419,8910.07%1,611CommonNONE
45826H109ITGRINTEGER HLDGS CORP$414,1250.07%3,125CommonNONE
M2682V108CYBRCYBERARK SOFTWARE LTD$408,7750.07%1,227CommonNONE
778296103ROSTROSS STORES INC$407,9750.07%2,697CommonNONE
302130109EXPDEXPEDITORS INTL WASH INC$407,5230.07%3,679CommonNONE
29260V105DAVAENDAVA PLC$406,1810.07%13,145CommonNONE
19046P209CCBCOASTAL FINL CORP WA$404,4260.07%4,763CommonNONE
929740108WABWABTEC$401,5520.07%2,118CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$396,6320.07%2,421CommonNONE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$395,8810.07%3,076CommonNONE
461202103INTUINTUIT$394,6980.07%628CommonNONE
249906108DSGXDESCARTES SYS GROUP INC$391,6930.06%3,448CommonNONE
701094104PHPARKER-HANNIFIN CORP$390,5220.06%614CommonNONE
852234103XYZBLOCK INC$384,6650.06%4,526CommonNONE
294429105EFXEQUIFAX INC$383,0400.06%1,503CommonNONE
988498101YUMYUM BRANDS INC$381,2830.06%2,842CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$378,1780.06%20,442CommonNONE
G0176J109ALLEALLEGION PLC$374,7900.06%2,868CommonNONE
380237107GDDYGODADDY INC$372,8320.06%1,889CommonNONE
53220K504LGNDLIGAND PHARMACEUTICALS INC$371,0600.06%3,463CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$367,6630.06%74CommonNONE
754730109RJFRAYMOND JAMES FINL INC$367,0450.06%2,363CommonNONE
912008109USFDUS FOODS HLDG CORP$365,7680.06%5,422CommonNONE
90337L108USPHU S PHYSICAL THERAPY$364,4210.06%4,108CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$363,7900.06%6,033CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$361,4010.06%1,874CommonNONE
35138V102FOXFFOX FACTORY HLDG CORP$359,6680.06%11,882CommonNONE
03076C106AMPAMERIPRISE FINL INC$359,3900.06%675CommonNONE
049560105ATOATMOS ENERGY CORP$358,7600.06%2,576CommonNONE
922908595VBKVANGUARD INDEX FDS$357,6370.06%1,277CommonNONE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTA$356,6370.06%36,691CommonNONE
808524839SCHZSCHWAB STRATEGIC TR$355,2110.06%15,648CommonNONE
268150109DTDYNATRACE INC$353,6550.06%6,507CommonNONE
922908637VVVANGUARD INDEX FDS$353,5770.06%1,311CommonNONE
05550J101BJBJS WHSL CLUB HLDGS INC$348,4650.06%3,900CommonNONE
452327109ILMNILLUMINA INC$347,9730.06%2,604CommonNONE
22052L104CTVACORTEVA INC$343,0130.06%6,022CommonNONE
G25508105CRHCRH PLC$341,2140.06%3,688CommonNONE
50212V100LPLALPL FINL HLDGS INC$340,5500.06%1,043CommonNONE
464288877EFVISHARES TR$339,9790.06%6,480CommonNONE
824348106SHWSHERWIN WILLIAMS CO$339,5900.06%999CommonNONE
86333M108LRNSTRIDE INC$339,3310.06%3,265CommonNONE
78468R523BILSSPDR SER TR$338,8950.06%3,418CommonNONE
099406100BOOTBOOT BARN HLDGS INC$338,1030.06%2,227CommonNONE
67000B104NOVTNOVANTA INC$336,5520.06%2,203CommonNONE
29362U104ENTGENTEGRIS INC$334,6250.06%3,378CommonNONE
498894104KNFKNIFE RIVER CORP$334,2940.06%3,289CommonNONE
37045V100GMGENERAL MTRS CO$331,6590.05%6,226CommonNONE
337738108FISVFISERV INC$330,9320.05%1,611CommonNONE
G7S00T104PNRPENTAIR PLC$329,3950.05%3,273CommonNONE
302941109FCNFTI CONSULTING INC$328,5520.05%1,719CommonNONE
92346J108VCELVERICEL CORP$326,9890.05%5,955CommonNONE
224408104CRCRANE COMPANY$326,4140.05%2,151CommonNONE
252131107DXCMDEXCOM INC$325,6230.05%4,187CommonNONE
615394202MOG/AMOOG INC$325,1800.05%1,652CommonNONE
761152107RMDRESMED INC$324,0540.05%1,417CommonNONE
G54950103LINLINDE PLC$323,6320.05%773CommonNONE
45867G101IDCCINTERDIGITAL INC$320,9940.05%1,657CommonNONE
038336103ATRAPTARGROUP INC$318,9130.05%2,030CommonNONE
26875P101EOGEOG RES INC$318,0950.05%2,595CommonNONE
589889104MMSIMERIT MED SYS INC$317,7250.05%3,285CommonNONE
25754A201DPZDOMINOS PIZZA INC$314,8200.05%750CommonNONE
830830105SKYCHAMPION HOMES INC$314,2530.05%3,567CommonNONE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$311,2790.05%1,691CommonNONE
004498101ACIWACI WORLDWIDE INC$308,3450.05%5,940CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$307,6380.05%2,938CommonNONE
303250104FICOFAIR ISAAC CORP$306,6030.05%154CommonNONE
12514G108CDWCDW CORP$304,9180.05%1,752CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$304,6660.05%681CommonNONE
04016X101ARGXARGENX SE$303,8100.05%494CommonNONE
697435105PANWPALO ALTO NETWORKS INC$303,1450.05%1,666CommonNONE
58506Q109MEDPMEDPACE HLDGS INC$300,0040.05%903CommonNONE
19247A100CNSCOHEN & STEERS INC$299,8280.05%3,247CommonNONE
10316T104BOXBOX INC$298,3360.05%9,441CommonNONE
29355X107NPOENPRO INC$297,8210.05%1,727CommonNONE
872540109TJXTJX COS INC NEW$293,8100.05%2,432CommonNONE
057665200BCPCBALCHEM CORP$293,3910.05%1,800CommonNONE
N3167Y103RACEFERRARI N V$286,7670.05%675CommonNONE
526057104LENLENNAR CORP$284,6040.05%2,087CommonNONE
G8473T100STESTERIS PLC$280,1780.05%1,363CommonNONE
49714P108KNSLKINSALE CAP GROUP INC$278,6130.05%599CommonNONE
884903808TRI4EURTHOMSON REUTERS CORP$277,4570.05%1,730CommonNONE
09290D101BLKBLACKROCK INC$276,7800.05%270CommonNONE
902252105TYLTYLER TECHNOLOGIES INC$274,4810.05%476CommonNONE
13100M509CALXCALIX INC$271,7420.04%7,793CommonNONE
084423102WRBBERKLEY W R CORP$271,5910.04%4,641CommonNONE
05478C105AZEKAZEK CO INC$270,5790.04%5,700CommonNONE
922908629VOVANGUARD INDEX FDS$268,3560.04%1,016CommonNONE
127203107WHDCACTUS INC$267,0550.04%4,576CommonNONE
H1467J104CBCHUBB LIMITED$266,3530.04%964CommonNONE
03076K108ABCBAMERIS BANCORP$266,1100.04%4,253CommonNONE
74758T303QLYSQUALYS INC$265,8570.04%1,896CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$264,2640.04%931CommonNONE
45784P101PODDINSULET CORP$263,4200.04%1,009CommonNONE
91913Y100VLOVALERO ENERGY CORP$263,0780.04%2,146CommonNONE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$262,1820.04%837CommonNONE
29977A105EVREVERCORE INC$259,1730.04%935CommonNONE
H01301128ALCALCON AG$257,3020.04%3,031CommonNONE
759509102RSRELIANCE INC$257,1430.04%955CommonNONE
008073108AVAVAEROVIRONMENT INC$256,9960.04%1,670CommonNONE
426281101JKHYHENRY JACK & ASSOC INC$256,9900.04%1,466CommonNONE
14040H105COFCAPITAL ONE FINL CORP$256,4240.04%1,438CommonNONE
539439109LYGLLOYDS BANKING GROUP PLC$255,8210.04%94,052CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$254,7090.04%3,004CommonNONE
920253101VMIVALMONT INDS INC$254,2290.04%829CommonNONE
020002101ALLALLSTATE CORP$253,3260.04%1,314CommonNONE
30214U102EXPOEXPONENT INC$251,5290.04%2,823CommonNONE
675232102OIIOCEANEERING INTL INC$250,6030.04%9,609CommonNONE
244199105DEDEERE & CO$247,4410.04%584CommonNONE
750917106RMBSRAMBUS INC DEL$246,1160.04%4,656CommonNONE
922908538VOTVANGUARD INDEX FDS$245,8840.04%969CommonNONE
863667101SYKSTRYKER CORPORATION$245,5540.04%682CommonNONE
127097103CTRACOTERRA ENERGY INC$243,7790.04%9,545CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$240,9820.04%2,051CommonNONE
594972408MSTRMICROSTRATEGY INC$240,3850.04%830CommonNONE
655663102NDSNNORDSON CORP$239,3710.04%1,144CommonNONE
311900104FASTFASTENAL CO$236,6560.04%3,291CommonNONE
75281A109RRCRANGE RES CORP$234,5180.04%6,518CommonNONE
75524B104RBCRBC BEARINGS INC$234,2270.04%783CommonNONE
46435G326IDEVISHARES TR$233,2520.04%3,618CommonNONE
98585X104YETIYETI HLDGS INC$232,0230.04%6,025CommonNONE
172908105CTASCINTAS CORP$230,3850.04%1,261CommonNONE
09260D107BXBLACKSTONE INC$225,8700.04%1,310CommonNONE
74275K108PCORPROCORE TECHNOLOGIES INC$225,7640.04%3,013CommonNONE
42226A107HQYHEALTHEQUITY INC$225,3870.04%2,349CommonNONE
92189F643MOATVANECK ETF TRUST$219,1090.04%2,363CommonNONE
224441105CXTCRANE NXT CO$219,0240.04%3,762CommonNONE
681936100OHIOMEGA HEALTHCARE INVS INC$218,9240.04%5,784CommonNONE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$218,8120.04%1,172CommonNONE
957638109WALWESTERN ALLIANCE BANCORP$216,7860.04%2,595CommonNONE
L44385109GLOBGLOBANT S A$215,2780.04%1,004CommonNONE
872590104TMUST-MOBILE US INC$214,5500.04%972CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$212,6260.04%460CommonNONE
78454L100SMSM ENERGY CO$212,4820.04%5,482CommonNONE
46434G103IEMGISHARES INC$210,7830.03%4,036CommonNONE
02553E106AEOAMERICAN EAGLE OUTFITTERS IN$210,0420.03%12,600CommonNONE
053611109AVYAVERY DENNISON CORP$209,7730.03%1,121CommonNONE
72346Q104PINNACLE FINL PARTNERS INC$209,5620.03%1,832CommonNONE
60786M105MCMOELIS & CO$209,3760.03%2,834CommonNONE
683344105ONTOONTO INNOVATION INC$207,8370.03%1,247CommonNONE
05352A100AVTRAVANTOR INC$206,2960.03%9,791CommonNONE
49456B101KMIKINDER MORGAN INC DEL$203,4420.03%7,425CommonNONE
48020Q107JLLJONES LANG LASALLE INC$203,2710.03%803CommonNONE
718546104PSXPHILLIPS 66$202,4540.03%1,777CommonNONE
00123Q104AGNCAGNC INVT CORP$177,0620.03%19,225CommonNONE
405552100HLNHALEON PLC$172,9220.03%18,126CommonNONE
28852N109EFCELLINGTON FINANCIAL INC$163,0990.03%13,457CommonNONE
67066G104NVDANVIDIA CORPORATION$151,7320.03%1,400CALLSOLE
345370860FFORD MTR CO$128,7500.02%13,005CommonNONE
G6683N103NUNU HLDGS LTD$121,0980.02%11,689CommonNONE
43538H103HLLYHOLLEY INC$112,1960.02%37,151CommonNONE
477143101JBLUJETBLUE AWYS CORP$79,0720.01%10,060CommonNONE
88160R101TSLATESLA INC$25,9160.00%100CALLSOLE
037833100AAPLAPPLE INC$22,2130.00%100CALLSOLE
023135106AMZNAMAZON COM INC$19,0260.00%100CALLSOLE
02079K305GOOGLALPHABET INC$14,1840.00%100CALLSOLE
30231G102XOMEXXON MOBIL CORP$11,8930.00%100CALLSOLE
931142103WMTWALMART INC$8,7790.00%100CALLSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$8,4400.00%100CALLSOLE
70450Y103PYPLPAYPAL HLDGS INC$6,5250.00%100CALLSOLE
74624M102PPURE STORAGE INC$4,4270.00%100CALLSOLE

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.