MondegarAI
Portside Wealth Group, LLC

Q1 2025 · 13F-HR/A

Portside Wealth Group, LLCholdings as filed

Filed 2025-04-14 · accession 0001667731-25-000429

$613.3M
Reported value
425
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$20.6M3.36%407,333CommonNONE
023135106AMZNAMAZON COM INC$18.7M3.04%98,112CommonNONE
594918104MSFTMICROSOFT CORP$16.8M2.74%44,787CommonNONE
78464A409SPYGSPDR SER TR$15.3M2.49%190,185CommonNONE
92826C839VVISA INC$12.4M2.03%35,481CommonNONE
037833100AAPLAPPLE INC$11.7M1.91%52,604CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$10.4M1.69%284,960CommonNONE
68389X105ORCLORACLE CORP$9.5M1.56%68,276CommonNONE
67066G104NVDANVIDIA CORPORATION$9.1M1.48%83,661CommonNONE
78464A508SPYVSPDR SER TR$8.3M1.36%163,019CommonNONE
532457108LLYELI LILLY & CO$7.8M1.27%9,398CommonNONE
57636Q104MAMASTERCARD INCORPORATED$7.6M1.25%13,942CommonNONE
64110L106NFLXNETFLIX INC$7.3M1.18%7,781CommonNONE
82509L107SHOPSHOPIFY INC$6.8M1.10%70,846CommonNONE
46429B267GOVTISHARES TR$6.4M1.04%278,437CommonNONE
02079K107GOOGALPHABET INC$6.2M1.02%39,913CommonNONE
02079K305GOOGLALPHABET INC$6.2M1.00%39,830CommonNONE
002824100ABTABBOTT LABS$6.0M0.98%45,228CommonNONE
78468R663BILSPDR SER TR$5.9M0.96%64,373CommonNONE
718172109PMPHILIP MORRIS INTL INC$5.8M0.95%36,559CommonNONE
464287176TIPISHARES TR$5.8M0.94%52,139CommonNONE
98978V103ZTSZOETIS INC$5.6M0.90%33,709CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$5.5M0.90%121,533CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$5.3M0.86%10,581CommonNONE
30303M102METAMETA PLATFORMS INC$5.1M0.84%8,902CommonNONE
464287200IVVISHARES TR$5.1M0.83%9,110CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$5.0M0.81%126,356CommonNONE
478160104JNJJOHNSON & JOHNSON$4.9M0.80%29,501CommonNONE
00724F101ADBEADOBE INC$4.9M0.80%12,732CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$4.8M0.79%9,106CommonNONE
78464A383SPMBSPDR SER TR$4.8M0.79%218,945CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$4.8M0.78%15,343CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$4.5M0.74%55,589CommonNONE
G0403H108AONAON PLC$4.4M0.72%11,055CommonNONE
78464A201SLYGSPDR SER TR$4.4M0.71%52,596CommonNONE
17275R102CSCOCISCO SYS INC$4.2M0.68%67,818CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$4.1M0.67%16,667CommonNONE
55354G100MSCIMSCI INC$4.1M0.66%7,200CommonNONE
75513E101RTXRTX CORPORATION$4.1M0.66%30,586CommonNONE
88160R101TSLATESLA INC$4.0M0.66%15,626CommonNONE
78468R853SPSMSPDR SER TR$4.0M0.65%97,072CommonNONE
00287Y109ABBVABBVIE INC$3.8M0.62%18,119CommonNONE
166764100CVXCHEVRON CORP NEW$3.8M0.62%22,692CommonNONE
464287440IEFISHARES TR$3.8M0.62%39,684CommonNONE
G5960L103MDTMEDTRONIC PLC$3.7M0.60%41,098CommonNONE
949746101WMT2WELLS FARGO CO NEW$3.7M0.60%51,190CommonNONE
46429B747STIPISHARES TR$3.6M0.59%35,183CommonNONE
81762P102NOWSERVICENOW INC$3.6M0.58%4,498CommonNONE
009066101ABNBAIRBNB INC$3.6M0.58%29,768CommonNONE
855244109SBUXSTARBUCKS CORP$3.6M0.58%36,221CommonNONE
98138H101WDAYWORKDAY INC$3.5M0.58%15,146CommonNONE
46434V407SHYGISHARES TR$3.4M0.55%79,804CommonNONE
254687106DISDISNEY WALT CO$3.4M0.55%34,186CommonNONE
98149E303GLDMWORLD GOLD TR$3.2M0.52%51,940CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$3.2M0.52%6,043CommonNONE
670100205NVONOVO-NORDISK A S$3.1M0.50%44,552CommonNONE
097023105BABOEING CO$3.1M0.50%17,980CommonNONE
191216100KOCOCA COLA CO$3.1M0.50%42,812CommonNONE
747525103QCOMQUALCOMM INC$3.0M0.49%19,506CommonNONE
78464A664SPTLSPDR SER TR$2.9M0.47%104,918CommonNONE
437076102HDHOME DEPOT INC$2.7M0.44%7,406CommonNONE
09789C788XHLFBONDBLOXX ETF TRUST$2.7M0.44%53,699CommonNONE
904767704UNILEVER PLC$2.6M0.43%44,063CommonNONE
780259305SHELSHELL PLC$2.6M0.42%35,360CommonNONE
30231G102XOMEXXON MOBIL CORP$2.6M0.42%21,496CommonNONE
092528801IVVBBLACKROCK ETF TRUST II$2.5M0.41%86,415CommonNONE
921909768VXUSVANGUARD STAR FDS$2.5M0.40%39,610CommonNONE
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$2.4M0.39%42,433CommonNONE
742718109PGPROCTER AND GAMBLE CO$2.3M0.38%13,698CommonNONE
70432V102PAYCPAYCOM SOFTWARE INC$2.3M0.37%10,473CommonNONE
609207105MDLZMONDELEZ INTL INC$2.2M0.36%32,898CommonNONE
060505104BACBANK AMERICA CORP$2.1M0.34%50,295CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$2.1M0.34%19,070CommonNONE
126650100CVSCVS HEALTH CORP$2.1M0.34%30,835CommonNONE
00206R102TAT&T INC$2.1M0.34%72,907CommonNONE
78464A474SPSBSPDR SER TR$2.0M0.33%66,959CommonNONE
681116109OLLIOLLIES BARGAIN OUTLET HLDGS$2.0M0.32%16,817CommonNONE
375558103GILDGILEAD SCIENCES INC$1.9M0.31%16,834CommonNONE
580135101MCDMCDONALDS CORP$1.9M0.31%6,033CommonNONE
22160N109CSGPCOSTAR GROUP INC$1.9M0.31%23,775CommonNONE
58933Y105MRKMERCK & CO INC$1.8M0.30%20,353CommonNONE
366651107ITGARTNER INC$1.8M0.29%4,227CommonNONE
008474108AEMAGNICO EAGLE MINES LTD$1.7M0.28%16,063CommonNONE
902973304USBUS BANCORP DEL$1.7M0.28%41,168CommonNONE
717081103PFEPFIZER INC$1.7M0.28%67,833CommonNONE
713448108PEPPEPSICO INC$1.7M0.28%11,414CommonNONE
803054204SAPSAP SE$1.7M0.28%6,370CommonNONE
78468R622JNKSPDR SER TR$1.7M0.27%17,575CommonNONE
78351F107RYANRYAN SPECIALTY HOLDINGS INC$1.7M0.27%22,545CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$1.6M0.27%1,727CommonNONE
369550108GDGENERAL DYNAMICS CORP$1.6M0.27%5,966CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.6M0.26%6,489CommonNONE
760759100RSGREPUBLIC SVCS INC$1.6M0.26%6,526CommonNONE
942622200WSOWATSCO INC$1.5M0.25%3,044CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$1.5M0.25%4,964CommonNONE
617700109MORNMORNINGSTAR INC$1.5M0.24%4,998CommonNONE
548661107LOWLOWES COS INC$1.5M0.24%6,414CommonNONE
931142103WMTWALMART INC$1.5M0.24%16,788CommonNONE
922908363VOOVANGUARD INDEX FDS$1.5M0.24%2,859CommonNONE
20825C104COPCONOCOPHILLIPS$1.5M0.24%13,875CommonNONE
29250N105ENBENBRIDGE INC$1.4M0.24%32,645CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$1.4M0.23%2,945CommonNONE
79466L302CRMSALESFORCE INC$1.4M0.23%5,274CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$1.4M0.23%11,587CommonNONE
149123101CATCATERPILLAR INC$1.4M0.23%4,239CommonNONE
N07059210ASMLASML HOLDING N V$1.4M0.23%2,105CommonNONE
026874784AIGAMERICAN INTL GROUP INC$1.4M0.22%15,563CommonNONE
052769106ADSKAUTODESK INC$1.3M0.22%5,057CommonNONE
969457100WMBWILLIAMS COS INC$1.3M0.21%21,685CommonNONE
038222105AMATAPPLIED MATLS INC$1.3M0.21%8,688CommonNONE
47103U845JAAAJANUS DETROIT STR TR$1.2M0.20%24,562CommonNONE
92939U106WECWEC ENERGY GROUP INC$1.2M0.20%11,305CommonNONE
075887109BDXBECTON DICKINSON & CO$1.2M0.20%5,347CommonNONE
G87110105FTITECHNIPFMC PLC$1.2M0.20%38,346CommonNONE
125523100CITHE CIGNA GROUP$1.2M0.19%3,613CommonNONE
69331C108PCGPG&E CORP$1.2M0.19%68,665CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$1.2M0.19%5,418CommonNONE
172967424CCITIGROUP INC$1.2M0.19%16,268CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.2M0.19%18,874CommonNONE
882508104TXNTEXAS INSTRS INC$1.2M0.19%6,403CommonNONE
03990B101ARESARES MANAGEMENT CORPORATION$1.1M0.19%7,820CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$1.1M0.19%30,088CommonNONE
879360105TDYTELEDYNE TECHNOLOGIES INC$1.1M0.19%2,285CommonNONE
12572Q105CMECME GROUP INC$1.1M0.18%4,274CommonNONE
20030N101CMCSACOMCAST CORP NEW$1.1M0.18%30,573CommonNONE
219350105GLWCORNING INC$1.1M0.18%24,506CommonNONE
682680103OKEONEOK INC NEW$1.1M0.18%11,136CommonNONE
303075105FDSFACTSET RESH SYS INC$1.1M0.18%2,398CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.1M0.18%12,793CommonNONE
81768T108SFBSSERVISFIRST BANCSHARES INC$1.1M0.18%13,062CommonNONE
835699307SONYSONY GROUP CORP$1.1M0.17%42,115CommonNONE
617446448MSMORGAN STANLEY$1.1M0.17%9,155CommonNONE
56585A102MPCMARATHON PETE CORP$1.1M0.17%7,316CommonNONE
115236101BROBROWN & BROWN INC$1.1M0.17%8,464CommonNONE
833034101SNASNAP ON INC$1.0M0.17%3,078CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$1.0M0.17%6,899CommonNONE
292765104EPACENERPAC TOOL GROUP CORP$1.0M0.17%22,659CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$1.0M0.17%17,334CommonNONE
63947X101NCNONCINO INC$1.0M0.16%36,621CommonNONE
674599105OXYOCCIDENTAL PETE CORP$1.0M0.16%20,372CommonNONE
59522J103MAAMID-AMER APT CMNTYS INC$1.0M0.16%5,970CommonNONE
009158106APDAIR PRODS & CHEMS INC$996,8290.16%3,380CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$955,9860.16%5,756CommonNONE
147528103CASYCASEYS GEN STORES INC$949,6800.15%2,188CommonNONE
38267D109GSHDGOOSEHEAD INS INC$949,0840.15%8,039CommonNONE
59156R108METMETLIFE INC$947,5020.15%11,801CommonNONE
11271J107BNBROOKFIELD CORP$945,9490.15%18,049CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$941,8210.15%4,855CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$937,4900.15%1,831CommonNONE
00130H105AESAES CORP$932,6050.15%75,089CommonNONE
216648501COOCOOPER COS INC$926,9220.15%10,989CommonNONE
654106103NKENIKE INC$916,5230.15%14,438CommonNONE
15135B101CNCCENTENE CORP DEL$914,9000.15%15,070CommonNONE
907818108UNPUNION PAC CORP$912,3720.15%3,862CommonNONE
49714P108KNSLKINSALE CAP GROUP INC$893,1130.15%1,835CommonNONE
808513105SCHWSCHWAB CHARLES CORP$892,6270.15%11,403CommonNONE
11135F101AVGOBROADCOM INC$886,0600.14%5,292CommonNONE
427866108HSYHERSHEY CO$881,8300.14%5,156CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$879,2030.14%8,046CommonNONE
73278L105POOLPOOL CORP$875,4640.14%2,750CommonNONE
025816109AXPAMERICAN EXPRESS CO$868,4940.14%3,228CommonNONE
12541W209CHRWC H ROBINSON WORLDWIDE INC$862,2420.14%8,420CommonNONE
000360206AAONAAON INC$859,6650.14%11,003CommonNONE
46090E103QQQINVESCO QQQ TR$858,5690.14%1,831CommonNONE
74316P645CSMDPROFESIONALLY MANAGED PORTFO$856,4370.14%30,963CommonNONE
78463M107SPSCSPS COMM INC$855,9760.14%6,449CommonNONE
78464A821MDYGSPDR SER TR$852,5260.14%10,729CommonNONE
94106L109WMWASTE MGMT INC DEL$850,1050.14%3,672CommonNONE
29414B104EPAMEPAM SYS INC$836,6030.14%4,955CommonNONE
422806208HEI/AHEICO CORP NEW$830,7990.14%3,938CommonNONE
539830109LMTLOCKHEED MARTIN CORP$827,3070.13%1,852CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$822,6440.13%1,661CommonNONE
126408103CSXCSX CORP$804,4690.13%27,335CommonNONE
370334104GISGENERAL MLS INC$789,1080.13%13,198CommonNONE
41151J505HGERHARBOR ETF TRUST$787,7100.13%32,753CommonNONE
217204106CPRTCOPART INC$775,7930.13%13,709CommonNONE
72201R593CMDTPIMCO ETF TR$775,7140.13%28,977CommonNONE
03783C100APPFAPPFOLIO INC$774,2680.13%3,521CommonNONE
69343T107PJTPJT PARTNERS INC$759,9950.12%5,512CommonNONE
74933W213RBILRBB FD INC$759,9740.12%15,079CommonNONE
N53745100LYBLYONDELLBASELL INDUSTRIES N$757,8560.12%10,765CommonNONE
78464A839MDYVSPDR SER TR$754,3970.12%9,791CommonNONE
81141R100SESEA LTD$753,5800.12%5,775CommonNONE
844741108LUVSOUTHWEST AIRLS CO$753,1320.12%22,428CommonNONE
30231G102XOMEXXON MOBIL CORP$749,2590.12%6,300PUTSOLE
031100100AMEAMETEK INC$743,9890.12%4,322CommonNONE
922908595VBKVANGUARD INDEX FDS$739,4480.12%2,937CommonNONE
955306105WSTWEST PHARMACEUTICAL SVSC INC$738,3560.12%3,298CommonNONE
231561101CWCURTISS WRIGHT CORP$724,0100.12%2,282CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$706,5320.12%1,114CommonNONE
M2682V108CYBRCYBERARK SOFTWARE LTD$704,3920.11%2,084CommonNONE
441593100HLIHOULIHAN LOKEY INC$700,9110.11%4,340CommonNONE
756109104OREALTY INCOME CORP$697,6040.11%12,026CommonNONE
74112D101PBHPRESTIGE CONSMR HEALTHCARE I$687,7600.11%8,000CommonNONE
47103U753JBBBJANUS DETROIT STR TR$682,5970.11%14,025CommonNONE
40637H109HALOHALOZYME THERAPEUTICS INC$679,2580.11%10,645CommonNONE
579780206MKCMCCORMICK & CO INC$668,3580.11%8,120CommonNONE
204166102CVLTCOMMVAULT SYS INC$667,6400.11%4,232CommonNONE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$665,1170.11%48,798CommonNONE
46435U853USHYISHARES TR$632,7640.10%17,190CommonNONE
58733R102MELIMERCADOLIBRE INC$632,0820.10%324CommonNONE
78463X871GWXSPDR INDEX SHS FDS$630,2510.10%19,720CommonNONE
86333M108LRNSTRIDE INC$629,7170.10%4,978CommonNONE
494368103KMBKIMBERLY-CLARK CORP$625,7680.10%4,400CommonNONE
92345Y106VRSKVERISK ANALYTICS INC$623,2170.10%2,094CommonNONE
70975L107PENPENUMBRA INC$611,8340.10%2,288CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$608,8880.10%3,668CommonNONE
759530108RELXRELX PLC$606,6850.10%12,035CommonNONE
046353108AZNNASTRAZENECA PLC$605,0680.10%8,232CommonNONE
40415F101HDBHDFC BANK LTD$598,8900.10%9,014CommonNONE
056525108BMIBADGER METER INC$584,8290.10%3,074CommonNONE
892356106TSCOTRACTOR SUPPLY CO$584,3360.10%10,605CommonNONE
464287432TLTISHARES TR$580,9540.09%6,382CommonNONE
05550J101BJBJS WHSL CLUB HLDGS INC$574,6080.09%5,036CommonNONE
067901108ABXBARRICK GOLD CORP$548,3440.09%28,207CommonNONE
609839105MPWRMONOLITHIC PWR SYS INC$543,4410.09%937CommonNONE
89679E300TFINTRIUMPH FINANCIAL INC$541,8750.09%9,375CommonNONE
29287L205PWRDTCW ETF TRUST$541,5060.09%7,764CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$526,8650.09%2,173CommonNONE
25243Q205DEODIAGEO PLC$519,4440.08%4,957CommonNONE
594972408MSTRMICROSTRATEGY INC$517,4450.08%1,795CommonNONE
66987V109NVSNOVARTIS AG$515,2600.08%4,622CommonNONE
78464A300SLYVSPDR SER TR$514,3820.08%6,561CommonNONE
249906108DSGXDESCARTES SYS GROUP INC$511,8130.08%5,076CommonNONE
40171V100GWREGUIDEWIRE SOFTWARE INC$510,3680.08%2,724CommonNONE
784117103SEICSEI INVTS CO$499,0830.08%6,429CommonNONE
302130109EXPDEXPEDITORS INTL WASH INC$498,0760.08%4,142CommonNONE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTA$491,2600.08%36,069CommonNONE
859241101STRLSTERLING INFRASTRUCTURE INC$490,1990.08%4,330CommonNONE
922908736VUGVANGUARD INDEX FDS$489,4820.08%1,320CommonNONE
988498101YUMYUM BRANDS INC$488,7600.08%3,106CommonNONE
922908538VOTVANGUARD INDEX FDS$475,8250.08%1,945CommonNONE
78409V104SPGIS&P GLOBAL INC$473,0410.08%931CommonNONE
032095101APHAMPHENOL CORP NEW$469,1660.08%7,153CommonNONE
26154D100DFHDREAM FINDERS HOMES INC$469,1350.08%20,795CommonNONE
337932107FEFIRSTENERGY CORP$465,9620.08%11,528CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$465,7140.08%3,522CommonNONE
750917106RMBSRAMBUS INC DEL$462,0410.08%8,924CommonNONE
96208T104WEXWEX INC$459,5970.07%2,927CommonNONE
525558201LMATLEMAITRE VASCULAR INC$454,4050.07%5,416CommonNONE
199908104FIXCOMFORT SYS USA INC$454,2840.07%1,409CommonNONE
88033G407THCTENET HEALTHCARE CORP$449,0960.07%3,339CommonNONE
29260V105DAVAENDAVA PLC$443,1110.07%22,712CommonNONE
461202103INTUINTUIT$436,5470.07%711CommonNONE
08265T208BSYBENTLEY SYS INC$433,4100.07%11,017CommonNONE
464287242LQDISHARES TR$433,1300.07%3,985CommonNONE
68278B107K4FONESTREAM INC$430,8760.07%20,191CommonNONE
902673102UFPTUFP TECHNOLOGIES INC$429,2390.07%2,128CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$429,0240.07%780CommonNONE
464288513HYGISHARES TR$427,0320.07%5,413CommonNONE
78709Y105SAIASAIA INC$421,0630.07%1,205CommonNONE
464288281EMBISHARES TR$420,8250.07%4,645CommonNONE
049560105ATOATMOS ENERGY CORP$420,1490.07%2,718CommonNONE
G54950103LINLINDE PLC$419,5410.07%901CommonNONE
084423102WRBBERKLEY W R CORP$418,7770.07%5,885CommonNONE
464287457SHYISHARES TR$414,0640.07%5,005CommonNONE
26856L103ELFE L F BEAUTY INC$413,2840.07%6,582CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$413,2640.07%20,893CommonNONE
929740108WABWABTEC$412,7520.07%2,276CommonNONE
701094104PHPARKER-HANNIFIN CORP$412,7300.07%679CommonNONE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$408,8890.07%1,794CommonNONE
294429105EFXEQUIFAX INC$407,9630.07%1,675CommonNONE
25754A201DPZDOMINOS PIZZA INC$403,8560.07%879CommonNONE
76156B107RVLVREVOLVE GROUP INC$401,2180.07%18,670CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$401,1690.07%1,162CommonNONE
45826H109ITGRINTEGER HLDGS CORP$400,7620.07%3,396CommonNONE
464288877EFVISHARES TR$399,6430.07%6,781CommonNONE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$398,7810.07%1,180CommonNONE
G6700G107NVTNVENT ELECTRIC PLC$398,7590.07%7,607CommonNONE
539439109LYGLLOYDS BANKING GROUP PLC$394,6670.06%103,316CommonNONE
G0176J109ALLEALLEGION PLC$387,5970.06%2,971CommonNONE
22052L104CTVACORTEVA INC$386,5790.06%6,143CommonNONE
45867G101IDCCINTERDIGITAL INC$386,4160.06%1,869CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$384,3230.06%5,890CommonNONE
337738108FISVFISERV INC$383,1400.06%1,735CommonNONE
589889104MMSIMERIT MED SYS INC$382,2470.06%3,616CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$378,8230.06%2,938CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$378,2760.06%2,366CommonNONE
53220K504LGNDLIGAND PHARMACEUTICALS INC$375,8750.06%3,575CommonNONE
85208M102SFMSPROUTS FMRS MKT INC$367,4050.06%2,407CommonNONE
830830105SKYCHAMPION HOMES INC$367,0050.06%3,873CommonNONE
G8473T100STESTERIS PLC$366,2660.06%1,616CommonNONE
031162100AMGNAMGEN INC$365,4490.06%1,173CommonNONE
50212V100LPLALPL FINL HLDGS INC$363,4530.06%1,111CommonNONE
808524839SCHZSCHWAB STRATEGIC TR$362,4160.06%15,648CommonNONE
74624M102PPURE STORAGE INC$362,2610.06%8,183CommonNONE
778296103ROSTROSS STORES INC$361,3900.06%2,828CommonNONE
969904101WSMWILLIAMS SONOMA INC$356,2000.06%2,253CommonNONE
912008109USFDUS FOODS HLDG CORP$356,0370.06%5,439CommonNONE
004498101ACIWACI WORLDWIDE INC$351,1290.06%6,418CommonNONE
824348106SHWSHERWIN WILLIAMS CO$346,7460.06%993CommonNONE
H1467J104CBCHUBB LIMITED$346,0800.06%1,146CommonNONE
H2906T109GRMNGARMIN LTD$345,0200.06%1,589CommonNONE
498894104KNFKNIFE RIVER CORP$344,1510.06%3,815CommonNONE
26875P101EOGEOG RES INC$343,6830.06%2,680CommonNONE
754730109RJFRAYMOND JAMES FINL INC$342,9680.06%2,469CommonNONE
126402106CSWCSW INDUSTRIALS INC$341,9530.06%1,173CommonNONE
35138V102FOXFFOX FACTORY HLDG CORP$341,3480.06%14,625CommonNONE
05478C105AZEKAZEK CO INC$339,1500.06%6,937CommonNONE
231021106CMICUMMINS INC$337,8880.06%1,078CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$336,3050.05%73CommonNONE
29084Q100EMEEMCOR GROUP INC$333,4060.05%902CommonNONE
G25508105CRHCRH PLC$332,9660.05%3,785CommonNONE
057665200BCPCBALCHEM CORP$331,6680.05%1,998CommonNONE
19046P209CCBCOASTAL FINL CORP WA$331,4430.05%3,666CommonNONE
78468R523BILSSPDR SER TR$331,0030.05%3,327CommonNONE
224408104CRCRANE COMPANY$330,8690.05%2,160CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$330,1300.05%6,575CommonNONE
12514G108CDWCDW CORP$329,8160.05%2,058CommonNONE
29362U104ENTGENTEGRIS INC$328,5750.05%3,756CommonNONE
761152107RMDRESMED INC$326,1500.05%1,457CommonNONE
244199105DEDEERE & CO$325,2600.05%693CommonNONE
03076C106AMPAMERIPRISE FINL INC$324,3530.05%670CommonNONE
58506Q109MEDPMEDPACE HLDGS INC$323,8860.05%1,063CommonNONE
127097103CTRACOTERRA ENERGY INC$322,5240.05%11,160CommonNONE
438516106HONHONEYWELL INTL INC$321,2250.05%1,517CommonNONE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$320,1190.05%3,061CommonNONE
N3167Y103RACEFERRARI N V$319,6260.05%747CommonNONE
88076W103TDCTERADATA CORP DEL$317,8450.05%14,139CommonNONE
526057104LENLENNAR CORP$317,2090.05%2,764CommonNONE
303250104FICOFAIR ISAAC CORP$315,3510.05%171CommonNONE
615394202MOG/AMOOG INC$315,3240.05%1,819CommonNONE
697435105PANWPALO ALTO NETWORKS INC$314,1480.05%1,841CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$311,1380.05%1,275CommonNONE
872540109TJXTJX COS INC NEW$310,8340.05%2,552CommonNONE
G7S00T104PNRPENTAIR PLC$309,8540.05%3,542CommonNONE
902252105TYLTYLER TECHNOLOGIES INC$309,2990.05%532CommonNONE
10316T104BOXBOX INC$309,1860.05%10,019CommonNONE
380237107GDDYGODADDY INC$305,5170.05%1,696CommonNONE
268150109DTDYNATRACE INC$302,5610.05%6,417CommonNONE
526107107LIILENNOX INTL INC$301,7260.05%538CommonNONE
29355X107NPOENPRO INC$301,5760.05%1,864CommonNONE
69370C100PTCPTC INC$301,0670.05%1,943CommonNONE
13100M509CALXCALIX INC$298,1930.05%8,414CommonNONE
407497106HLNEHAMILTON LANE INC$295,8530.05%1,990CommonNONE
311900104FASTFASTENAL CO$295,2920.05%3,808CommonNONE
020002101ALLALLSTATE CORP$294,8680.05%1,424CommonNONE
91913Y100VLOVALERO ENERGY CORP$294,5160.05%2,230CommonNONE
45784P101PODDINSULET CORP$293,5980.05%1,118CommonNONE
863667101SYKSTRYKER CORPORATION$293,5500.05%789CommonNONE
75281A109RRCRANGE RES CORP$293,0480.05%7,339CommonNONE
92346J108VCELVERICEL CORP$292,0830.05%6,546CommonNONE
04016X101ARGXARGENX SE$291,7900.05%493CommonNONE
37045V100GMGENERAL MTRS CO$289,7050.05%6,160CommonNONE
243537107DECKDECKERS OUTDOOR CORP$289,6990.05%2,591CommonNONE
252131107DXCMDEXCOM INC$288,5930.05%4,226CommonNONE
872590104TMUST-MOBILE US INC$286,4460.05%1,074CommonNONE
426281101JKHYHENRY JACK & ASSOC INC$285,5900.05%1,564CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$285,3720.05%847CommonNONE
512807306LRCXLAM RESEARCH CORP$285,0570.05%3,921CommonNONE
G4705A100ICLRICON PLC$284,0080.05%1,623CommonNONE
19247A100CNSCOHEN & STEERS INC$283,3630.05%3,531CommonNONE
81725T100SXTSENSIENT TECHNOLOGIES CORP$280,3780.05%3,767CommonNONE
03076K108ABCBAMERIS BANCORP$280,3660.05%4,870CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$279,5810.05%2,411CommonNONE
852234103XYZBLOCK INC$278,2790.05%5,122CommonNONE
75524B104RBCRBC BEARINGS INC$272,2170.04%846CommonNONE
02209S103MOALTRIA GROUP INC$271,4430.04%4,523CommonNONE
759509102RSRELIANCE INC$271,1370.04%939CommonNONE
172908105CTASCINTAS CORP$270,0660.04%1,314CommonNONE
038336103ATRAPTARGROUP INC$269,0130.04%1,813CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$268,0500.04%1,525CommonNONE
920253101VMIVALMONT INDS INC$267,9630.04%939CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$267,6880.04%3,674CommonNONE
884903808TRI4EURTHOMSON REUTERS CORP$266,4270.04%1,542CommonNONE
67000B104NOVTNOVANTA INC$265,8420.04%2,079CommonNONE
14040H105COFCAPITAL ONE FINL CORP$265,1850.04%1,479CommonNONE
922908744VTVVANGUARD INDEX FDS$258,9380.04%1,499CommonNONE
882681109TXRHTEXAS ROADHOUSE INC$256,1100.04%1,537CommonNONE
90337L108USPHU S PHYSICAL THERAPY$255,8650.04%3,536CommonNONE
46435G326IDEVISHARES TR$249,2440.04%3,618CommonNONE
099406100BOOTBOOT BARN HLDGS INC$249,1300.04%2,319CommonNONE
655663102NDSNNORDSON CORP$248,9220.04%1,234CommonNONE
127203107WHDCACTUS INC$244,8690.04%5,343CommonNONE
30214U102EXPOEXPONENT INC$242,6130.04%2,993CommonNONE
91347P105OLEDUNIVERSAL DISPLAY CORP$239,6290.04%1,718CommonNONE
922908629VOVANGUARD INDEX FDS$238,9650.04%924CommonNONE
452327109ILMNILLUMINA INC$238,1780.04%3,002CommonNONE
92189H748CLOIVANECK ETF TRUST$237,0400.04%4,486CommonNONE
45168D104IDXXIDEXX LABS INC$236,8520.04%564CommonNONE
718546104PSXPHILLIPS 66$235,8470.04%1,910CommonNONE
42226A107HQYHEALTHEQUITY INC$235,6830.04%2,667CommonNONE
26603R106DUOLDUOLINGO INC$233,2150.04%751CommonNONE
74275K108PCORPROCORE TECHNOLOGIES INC$233,0510.04%3,530CommonNONE
482480100KLACKLA CORP$232,4920.04%342CommonNONE
68404L201OPCHOPTION CARE HEALTH INC$229,0620.04%6,554CommonNONE
053611109AVYAVERY DENNISON CORP$224,7760.04%1,263CommonNONE
957638109WALWESTERN ALLIANCE BANCORP$224,0360.04%2,916CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$222,0500.04%155CommonNONE
533900106LECOLINCOLN ELEC HLDGS INC$221,6960.04%1,172CommonNONE
15118V207CELHCELSIUS HLDGS INC$219,1340.04%6,152CommonNONE
369604301GEGE AEROSPACE$215,7620.04%1,078CommonNONE
457730109INSPINSPIRE MED SYS INC$214,0730.03%1,344CommonNONE
89151E109TTENTOTALENERGIES SE$213,2830.03%3,297CommonNONE
278865100ECLECOLAB INC$210,9290.03%832CommonNONE
57060D108MKTXMARKETAXESS HLDGS INC$209,8600.03%970CommonNONE
48020Q107JLLJONES LANG LASALLE INC$208,7410.03%842CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$208,3970.03%476CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$208,3950.03%788CommonNONE
92189F643MOATVANECK ETF TRUST$207,9440.03%2,363CommonNONE
008073108AVAVAEROVIRONMENT INC$207,5100.03%1,741CommonNONE
675232102OIIOCEANEERING INTL INC$206,8900.03%9,486CommonNONE
235851102DHRDANAHER CORPORATION$205,8200.03%1,004CommonNONE
185123106CWANCLEARWATER ANALYTICS HLDGS I$205,6900.03%7,675CommonNONE
681936100OHIOMEGA HEALTHCARE INVS INC$204,4130.03%5,368CommonNONE
169905106CHHCHOICE HOTELS INTL INC$202,3570.03%1,524CommonNONE
88146M101TRNOTERRENO RLTY CORP$202,1780.03%3,198CommonNONE
98389B100XELXCEL ENERGY INC$201,5390.03%2,847CommonNONE
224441105CXTCRANE NXT CO$200,6650.03%3,904CommonNONE
829073105SSDSIMPSON MFG INC$200,2770.03%1,275CommonNONE
00123Q104AGNCAGNC INVT CORP$187,2990.03%19,551CommonNONE
G6683N103NUNU HLDGS LTD$180,4800.03%17,625CommonNONE
28852N109EFCELLINGTON FINANCIAL INC$179,3150.03%13,523CommonNONE
05352A100AVTRAVANTOR INC$173,0090.03%10,673CommonNONE
639057207NWGNATWEST GROUP PLC$170,4680.03%14,301CommonNONE
67066G104NVDANVIDIA CORPORATION$162,5700.03%1,500CALLSOLE
345370860FFORD MTR CO$139,7380.02%13,932CommonNONE
405552100HLNHALEON PLC$127,3590.02%12,377CommonNONE
15687V109CERTCERTARA INC$103,8610.02%10,491CommonNONE
43538H103HLLYHOLLEY INC$88,5780.01%34,466CommonNONE
477143101JBLUJETBLUE AWYS CORP$48,4890.01%10,060CommonNONE
037833100AAPLAPPLE INC$22,2130.00%100CALLSOLE
023135106AMZNAMAZON COM INC$19,0260.00%100CALLSOLE
11135F101AVGOBROADCOM INC$16,7430.00%100CALLSOLE
02079K305GOOGLALPHABET INC$14,1840.00%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.