MondegarAI
JT Stratford LLC

Q3 2025 · 13F-HR

JT Stratford LLCholdings as filed

Filed 2025-11-12 · accession 0001689013-25-000008

$746.7M
Reported value
305
Positions
2025-09-30
Period end
View analyzed profile →PRO

The Brief · JT Stratford LLC · Q3 2025

AI · grounded in 13F

JT Stratford LLC closed its position in IGSB for a reduction of $5.39M. The fund established a new position in SLQD valued at $5.23M and exited its holding in JUCY for $4.28M. Other notable activity includes increasing shares of BINC by 1325.44% and IUSB by 552.79%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287622IWBISHARES TR$52.4M7.01%143,241CommonNONE
464287226AGGISHARES TR$30.1M4.04%300,717CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$29.1M3.90%134,922CommonNONE
67066G104NVDANVIDIA CORPORATION$28.0M3.75%150,150CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$24.7M3.30%576,281CommonNONE
46090E103QQQINVESCO QQQ TR$20.0M2.68%33,296CommonNONE
46434V613IUSBISHARES TR$16.8M2.25%359,473CommonNONE
02079K305GOOGLALPHABET INC$15.5M2.08%63,940CommonNONE
037833100AAPLAPPLE INC$14.9M2.00%58,666CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$14.8M1.98%176,158CommonNONE
594918104MSFTMICROSOFT CORP$14.6M1.96%28,232CommonNONE
023135106AMZNAMAZON COM INC$13.3M1.78%60,701CommonNONE
30303M102METAMETA PLATFORMS INC$12.8M1.72%17,462CommonNONE
88160R101TSLATESLA INC$12.2M1.64%27,457CommonNONE
464287804IJRISHARES TR$11.7M1.57%98,390CommonNONE
478160104JNJJOHNSON & JOHNSON$11.0M1.48%59,577CommonNONE
78468R663BILSPDR SERIES TRUST$10.9M1.46%118,671CommonNONE
092528603BINCBLACKROCK ETF TRUST II$9.8M1.31%183,939CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$7.7M1.04%24,534CommonNONE
464287200IVVISHARES TR$7.5M1.00%11,165CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$7.5M1.00%40,950CommonNONE
46429B267GOVTISHARES TR$7.4M1.00%321,857CommonNONE
931142103WMTWALMART INC$6.9M0.93%67,159CommonNONE
78464A805SPTMSPDR SERIES TRUST$6.1M0.82%75,572CommonNONE
46429B655FLOTISHARES TR$5.7M0.77%111,833CommonNONE
64110L106NFLXNETFLIX INC$5.6M0.75%4,669CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$5.3M0.71%88,828CommonNONE
11135F101AVGOBROADCOM INC$5.3M0.71%16,048CommonNONE
46434V100SLQDISHARES TR$5.2M0.70%102,816CommonNONE
78464A649SPABSPDR SERIES TRUST$4.9M0.66%191,004CommonNONE
464288588MBBISHARES TR$4.9M0.65%51,046CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$4.8M0.65%177,194CommonNONE
464288653TLHISHARES TR$4.8M0.64%46,354CommonNONE
97717X669DGRWWISDOMTREE TR$4.7M0.63%53,062CommonNONE
464287309IVWISHARES TR$4.5M0.61%37,484CommonNONE
859241101STRLSTERLING INFRASTRUCTURE INC$4.5M0.61%13,319CommonNONE
553368101MPMP MATERIALS CORP$4.5M0.61%67,370CommonNONE
093712107BEBLOOM ENERGY CORP$4.4M0.59%52,103CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$4.0M0.53%14,252CommonNONE
78468R101SPTSSPDR SERIES TRUST$3.9M0.52%131,941CommonNONE
921937835BNDVANGUARD BD INDEX FDS$3.8M0.51%51,471CommonNONE
78464A672SPTISPDR SERIES TRUST$3.7M0.49%126,430CommonNONE
92206C706VGITVANGUARD SCOTTSDALE FDS$3.6M0.49%60,418CommonNONE
464288687PFFISHARES TR$3.5M0.47%111,556CommonNONE
464287101OEFISHARES TR$3.4M0.45%10,070CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$3.3M0.45%23,523CommonNONE
97717Y527USFRWISDOMTREE TR$3.3M0.45%66,283CommonNONE
921946810VIGIVANGUARD WHITEHALL FDS$3.3M0.44%36,420CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$3.2M0.43%56,422CommonNONE
532457108LLYELI LILLY & CO$3.2M0.43%4,212CommonNONE
19260Q107COINCOINBASE GLOBAL INC$3.2M0.43%9,474CommonNONE
038222105AMATAPPLIED MATLS INC$3.2M0.42%15,398CommonNONE
922908363VOOVANGUARD INDEX FDS$3.1M0.42%5,070CommonNONE
G6683N103NUNU HLDGS LTD$3.0M0.41%189,582CommonNONE
697435105PANWPALO ALTO NETWORKS INC$3.0M0.40%14,795CommonNONE
922908736VUGVANGUARD INDEX FDS$3.0M0.40%6,221CommonNONE
N07059210ASMLASML HOLDING N V$2.9M0.39%3,044CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$2.9M0.39%91,237CommonNONE
464288281EMBISHARES TR$2.8M0.37%29,390CommonNONE
97717W208DHSWISDOMTREE TR$2.7M0.36%26,963CommonNONE
437076102HDHOME DEPOT INC$2.7M0.36%6,665CommonNONE
78464A508SPYVSPDR SERIES TRUST$2.7M0.36%48,556CommonNONE
378973507GSATGLOBALSTAR INC$2.7M0.36%73,597CommonNONE
46435G672IAGGISHARES TR$2.7M0.36%51,897CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$2.6M0.35%3,264CommonNONE
G16252101BIPBROOKFIELD INFRAST PARTNERS$2.4M0.33%74,079CommonNONE
949746101WMT2WELLS FARGO CO NEW$2.4M0.32%28,851CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$2.4M0.32%42,323CommonNONE
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$2.3M0.31%37,226CommonNONE
487836108KKELLANOVA$2.3M0.31%27,983CommonNONE
23331A109DHID R HORTON INC$2.3M0.30%13,377CommonNONE
040413205ANETARISTA NETWORKS INC$2.3M0.30%15,479CommonNONE
04626A103ALABASTERA LABS INC$2.2M0.30%11,302CommonNONE
46434G764EMXCISHARES INC$2.2M0.29%32,609CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$2.2M0.29%2,375CommonNONE
22266T109CPNGCOUPANG INC$2.2M0.29%67,431CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.2M0.29%4,278CommonNONE
34959E109FTNTFORTINET INC$2.1M0.28%25,052CommonNONE
52468L406LVHDLEGG MASON ETF INVT$2.1M0.28%50,624CommonNONE
550241103LUMNLUMEN TECHNOLOGIES INC$2.1M0.28%336,772CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$2.1M0.28%30,679CommonNONE
125523100CITHE CIGNA GROUP$2.0M0.27%7,000CommonNONE
83444M101SOLVSOLVENTUM CORP$2.0M0.27%27,489CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$2.0M0.27%7,152CommonNONE
87256C101TKOTKO GROUP HOLDINGS INC$1.9M0.26%9,484CommonNONE
949746804WFC 7.5 PERP LWELLS FARGO CO NEW$1.9M0.25%1,536CommonNONE
808524631SCYBSCHWAB STRATEGIC TR$1.9M0.25%69,367CommonNONE
00287Y109ABBVABBVIE INC$1.8M0.25%7,919CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$1.8M0.24%2,741CommonNONE
060505682BAC 7.25 PERP LBANK AMERICA CORP$1.8M0.24%1,403CommonNONE
717081103PFEPFIZER INC$1.8M0.24%70,370CommonNONE
65339F101NEENEXTERA ENERGY INC$1.8M0.24%23,575CommonNONE
67079K100SMRNUSCALE PWR CORP$1.8M0.24%48,995CommonNONE
761152107RMDRESMED INC$1.7M0.23%6,330CommonNONE
09290C103DYNFBLACKROCK ETF TRUST$1.7M0.23%28,791CommonNONE
78464A375SPIBSPDR SERIES TRUST$1.6M0.22%48,636CommonNONE
97717X156QSIGWISDOMTREE TR$1.6M0.22%33,594CommonNONE
808513105SCHWSCHWAB CHARLES CORP$1.6M0.22%17,071CommonNONE
79466L302CRMSALESFORCE INC$1.6M0.22%6,866CommonNONE
H2906T109GRMNGARMIN LTD$1.6M0.22%6,598CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$1.6M0.21%3,975CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$1.5M0.21%34,852CommonNONE
922020805VTIPVANGUARD MALVERN FDS$1.5M0.20%30,068CommonNONE
25434V401DFUSDIMENSIONAL ETF TRUST$1.5M0.20%20,961CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$1.5M0.20%12,219CommonNONE
060505104BACBANK AMERICA CORP$1.5M0.20%29,166CommonNONE
770700102HOODROBINHOOD MKTS INC$1.5M0.20%10,435CommonNONE
747525103QCOMQUALCOMM INC$1.5M0.20%8,978CommonNONE
247361702DALDELTA AIR LINES INC DEL$1.5M0.20%26,270CommonNONE
26923N512FCTEETF OPPORTUNITIES TRUST$1.5M0.20%54,865CommonNONE
808524755FNDFSCHWAB STRATEGIC TR$1.5M0.19%33,866CommonNONE
191216100KOCOCA COLA CO$1.5M0.19%21,910CommonNONE
46090A804GTOINVESCO ACTIVELY MANAGED EXC$1.4M0.19%30,516CommonNONE
97717X511AGGYWISDOMTREE TR$1.4M0.19%32,635CommonNONE
49456B101KMIKINDER MORGAN INC DEL$1.4M0.19%50,779CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$1.4M0.19%10,164CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$1.4M0.18%27,728CommonNONE
89832Q109TFCTRUIST FINL CORP$1.4M0.18%29,709CommonNONE
46432F339QUALISHARES TR$1.4M0.18%6,957CommonNONE
97717X271DDLSWISDOMTREE TR$1.3M0.18%32,074CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$1.3M0.17%19,260CommonNONE
45782C474KJANINNOVATOR ETFS TRUST$1.3M0.17%31,855CommonNONE
09290D101BLKBLACKROCK INC$1.3M0.17%1,097CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$1.2M0.17%2,043CommonNONE
12572Q105CMECME GROUP INC$1.2M0.16%4,462CommonNONE
91913Y100VLOVALERO ENERGY CORP$1.2M0.16%7,047CommonNONE
25434V500DFASDIMENSIONAL ETF TRUST$1.2M0.16%17,431CommonNONE
26923N397RAAETF OPPORTUNITIES TRUST$1.2M0.16%43,821CommonNONE
921946885VWOBVANGUARD WHITEHALL FDS$1.2M0.16%17,679CommonNONE
52661A108DRSLEONARDO DRS INC$1.2M0.16%25,928CommonNONE
H1467J104CBCHUBB LIMITED$1.2M0.16%4,162CommonNONE
45783Y855BALTINNOVATOR ETFS TRUST$1.2M0.16%35,696CommonNONE
512807306LRCXLAM RESEARCH CORP$1.1M0.15%8,563CommonNONE
29084Q100EMEEMCOR GROUP INC$1.1M0.15%1,754CommonNONE
00724F101ADBEADOBE INC$1.1M0.15%3,187CommonNONE
464285204IAUISHARES GOLD TR$1.1M0.15%15,384CommonNONE
464287655IWMISHARES TR$1.1M0.15%4,584CommonNONE
925652109VICIVICI PPTYS INC$1.1M0.15%33,785CommonNONE
58933Y105MRKMERCK & CO INC$1.1M0.15%13,014CommonNONE
92826C839VVISA INC$1.1M0.14%3,138CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$1.0M0.14%5,861CommonNONE
464287408IVEISHARES TR$1.0M0.14%5,020CommonNONE
35137L105FOXAFOX CORP$1.0M0.14%16,422CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$1.0M0.14%12,231CommonNONE
21873S108CRWVCOREWEAVE INC$1.0M0.14%7,425CommonNONE
G0450A105ACGLARCH CAP GROUP LTD$1.0M0.13%11,028CommonNONE
084423102WRBBERKLEY W R CORP$995,6770.13%12,995CommonNONE
464287614IWFISHARES TR$987,4080.13%2,108CommonNONE
609839105MPWRMONOLITHIC PWR SYS INC$978,6400.13%1,063CommonNONE
46435U713IFRAISHARES TR$975,6910.13%18,472CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$965,2790.13%16,158CommonNONE
02079K107GOOGALPHABET INC$962,2660.13%3,951CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$961,4820.13%1,710CommonNONE
464288877EFVISHARES TR$954,7070.13%14,075CommonNONE
922908751VBVANGUARD INDEX FDS$946,1250.13%3,721CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$930,6080.12%11,141CommonNONE
861896108SNEXSTONEX GROUP INC$928,1610.12%9,197CommonNONE
922908611VBRVANGUARD INDEX FDS$891,4450.12%4,271CommonNONE
57636Q104MAMASTERCARD INCORPORATED$870,8480.12%1,531CommonNONE
199908104FIXCOMFORT SYS USA INC$865,6140.12%1,049CommonNONE
012653101ALBALBEMARLE CORP$830,8270.11%10,247CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$825,8410.11%8,046CommonNONE
46434G103IEMGISHARES INC$821,1000.11%12,456CommonNONE
458140100INTCINTEL CORP$819,6940.11%24,432CommonNONE
745867101PHMPULTE GROUP INC$806,3890.11%6,103CommonNONE
98149E303GLDMWORLD GOLD TR$803,5660.11%10,511CommonNONE
842587107SOSOUTHERN CO$795,6890.11%8,396CommonNONE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$782,5060.10%11,667CommonNONE
166764100CVXCHEVRON CORP NEW$767,9090.10%4,945CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$767,5320.10%4,744CommonNONE
30231G102XOMEXXON MOBIL CORP$746,6310.10%6,622CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$741,6450.10%2,292CommonNONE
879360105TDYTELEDYNE TECHNOLOGIES INC$740,7550.10%1,264CommonNONE
921937827BSVVANGUARD BD INDEX FDS$734,6150.10%9,310CommonNONE
31946M103FCNCAFIRST CTZNS BANCSHARES INC D$726,3990.10%406CommonNONE
315616102FFIVF5 INC$719,4210.10%2,226CommonNONE
217204106CPRTCOPART INC$718,3960.10%15,975CommonNONE
464288760ITAISHARES TR$716,7160.10%3,425CommonNONE
02209S103MOALTRIA GROUP INC$716,4870.10%10,846CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$709,4990.10%7,242CommonNONE
25434V807DFIVDIMENSIONAL ETF TRUST$704,0870.09%15,266CommonNONE
22052L104CTVACORTEVA INC$699,1540.09%10,338CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$694,7440.09%2,012CommonNONE
87288V101TSSITSS INC DEL$686,5320.09%37,909CommonNONE
20030N101CMCSACOMCAST CORP NEW$683,6050.09%21,757CommonNONE
87612E106TGTTARGET CORP$677,7730.09%7,556CommonNONE
72201R833MINTPIMCO ETF TR$674,0940.09%6,695CommonNONE
836100107SOUNSOUNDHOUND AI INC$671,4040.09%41,754CommonNONE
12503M108CBOECBOE GLOBAL MKTS INC$666,5900.09%2,718CommonNONE
548661107LOWLOWES COS INC$650,3900.09%2,588CommonNONE
12008R107BLDRBUILDERS FIRSTSOURCE INC$642,8680.09%5,302CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$640,8650.09%3,378CommonNONE
922908744VTVVANGUARD INDEX FDS$633,7940.08%3,399CommonNONE
09290C780BAIBLACKROCK ETF TRUST$633,6000.08%18,548CommonNONE
56585A102MPCMARATHON PETE CORP$622,9360.08%3,232CommonNONE
46429B697USMVISHARES TR$621,4540.08%6,532CommonNONE
713448108PEPPEPSICO INC$617,7960.08%4,399CommonNONE
922908769VTIVANGUARD INDEX FDS$600,2230.08%1,829CommonNONE
69344A206PHYLPGIM ETF TR$593,4500.08%16,600CommonNONE
33738D309FTSLFIRST TR EXCHANGE-TRADED FD$592,1610.08%12,918CommonNONE
45782C300UJANINNOVATOR ETFS TRUST$584,2010.08%13,868CommonNONE
743315103PGRPROGRESSIVE CORP$582,0610.08%2,357CommonNONE
149123101CATCATERPILLAR INC$578,7830.08%1,213CommonNONE
45782C870PAPRINNOVATOR ETFS TRUST$575,5530.08%15,004CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$565,7630.08%1,220CommonNONE
78464A409SPYGSPDR SERIES TRUST$565,5040.08%5,411CommonNONE
05605H100BWXTBWX TECHNOLOGIES INC$558,0880.07%3,027CommonNONE
127097103CTRACOTERRA ENERGY INC$555,2070.07%23,476CommonNONE
00206R102TAT&T INC$554,5470.07%19,637CommonNONE
550021109LULULULULEMON ATHLETICA INC$545,7110.07%3,067CommonNONE
921078101OUNZVANECK MERK GOLD ETF$531,4080.07%14,289CommonNONE
539830109LMTLOCKHEED MARTIN CORP$522,1740.07%1,046CommonNONE
464287432TLTISHARES TR$511,4650.07%5,723CommonNONE
94106L109WMWASTE MGMT INC DEL$504,8170.07%2,286CommonNONE
69344A107PULSPGIM ETF TR$501,0550.07%10,055CommonNONE
293828877XOVRENTREPRENEURSHARES SERIES TR$499,6360.07%23,657CommonNONE
68389X105ORCLORACLE CORP$475,5770.06%1,691CommonNONE
580135101MCDMCDONALDS CORP$465,8630.06%1,533CommonNONE
624756102MLIMUELLER INDS INC$463,7920.06%4,587CommonNONE
73278L105POOLPOOL CORP$460,1440.06%1,484CommonNONE
17275R102CSCOCISCO SYS INC$459,1670.06%6,711CommonNONE
78468R523BILSSPDR SERIES TRUST$456,2990.06%4,585CommonNONE
09290C806THROBLACKROCK ETF TRUST$446,1420.06%11,784CommonNONE
464288638IGIBISHARES TR$443,4840.06%8,199CommonNONE
45782C334NAPRINNOVATOR ETFS TRUST$431,2080.06%8,190CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$429,9110.06%1,525CommonNONE
464287507IJHISHARES TR$427,0390.06%6,544CommonNONE
254687106DISDISNEY WALT CO$422,1620.06%3,687CommonNONE
92189F486FLTRVANECK ETF TRUST$422,1350.06%16,509CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$418,1610.06%1,482CommonNONE
244199105DEDEERE & CO$409,9320.05%896CommonNONE
882927502WISETHEMES ETF TR$394,9910.05%9,030CommonNONE
97717W604DESWISDOMTREE TR$393,3050.05%11,678CommonNONE
464287721IYWISHARES TR$388,3900.05%1,983CommonNONE
03831W108APPAPPLOVIN CORP$387,2930.05%539CommonNONE
37960A529SHLDGLOBAL X FDS$383,7910.05%5,464CommonNONE
33741X102SDVYFIRST TR EXCHANGE-TRADED FD$382,2100.05%10,053CommonNONE
58155Q103MCKMCKESSON CORP$381,6350.05%494CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$379,3980.05%1,666CommonNONE
74623V103PCTPURECYCLE TECHNOLOGIES INC$378,0890.05%28,752CommonNONE
464287788IYFISHARES TR$377,0070.05%2,977CommonNONE
742718109PGPROCTER AND GAMBLE CO$374,9060.05%2,440CommonNONE
369550108GDGENERAL DYNAMICS CORP$365,5520.05%1,072CommonNONE
46428Q109SLVISHARES SILVER TR$357,1370.05%8,429CommonNONE
81762P102NOWSERVICENOW INC$354,3080.05%385CommonNONE
46432F396MTUMISHARES TR$352,6190.05%1,375CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$344,8250.05%5,305CommonNONE
29250N105ENBENBRIDGE INC$341,7210.05%6,772CommonNONE
78468R788SPYDSPDR SERIES TRUST$328,9000.04%7,475CommonNONE
464287523SOXXISHARES TR$325,6150.04%1,201CommonNONE
003264108SIVRABRDN SILVER ETF TRUST$321,6350.04%7,231CommonNONE
72202L371MFDXPIMCO EQUITY SER$321,0450.04%8,637CommonNONE
84858T772EUADSPINNAKER ETF SERIES$319,5370.04%6,803CommonNONE
701094104PHPARKER-HANNIFIN CORP$319,1810.04%421CommonNONE
718172109PMPHILIP MORRIS INTL INC$305,9090.04%1,886CommonNONE
316500107FDUSFIDUS INVT CORP$304,8320.04%15,046CommonNONE
739128106POWLPOWELL INDS INC$296,2750.04%972CommonNONE
902973304USBUS BANCORP DEL$295,2000.04%6,108CommonNONE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$294,5390.04%2,951CommonNONE
45782C383PMARINNOVATOR ETFS TRUST$293,7580.04%6,690CommonNONE
45782C243TFJLINNOVATOR ETFS TRUST$290,7900.04%14,329CommonNONE
031162100AMGNAMGEN INC$287,8440.04%1,020CommonNONE
075887109BDXBECTON DICKINSON & CO$277,0120.04%1,480CommonNONE
718546104PSXPHILLIPS 66$272,7200.04%2,005CommonNONE
56400P706MNKDMANNKIND CORP$269,8640.04%50,254CommonNONE
46438R105ETHAISHARES ETHEREUM TR$269,2210.04%8,544CommonNONE
98956A105ZETAZETA GLOBAL HOLDINGS CORP$263,8930.04%13,281CommonNONE
13321L108CCJCAMECO CORP$263,7400.04%3,145CommonNONE
243537107DECKDECKERS OUTDOOR CORP$256,6690.03%2,532CommonNONE
37045V100GMGENERAL MTRS CO$256,1960.03%4,202CommonNONE
416515104HIGHARTFORD INSURANCE GROUP INC$254,2410.03%1,906CommonNONE
44951W106IESCIES HLDGS INC$252,9050.03%636CommonNONE
464287440IEFISHARES TR$251,4010.03%2,606CommonNONE
45783Y301XBAPINNOVATOR ETFS TRUST$250,7250.03%6,622CommonNONE
189054109CLXCLOROX CO DEL$248,2030.03%2,013CommonNONE
46434V738IEURISHARES TR$246,8670.03%3,624CommonNONE
438516106HONHONEYWELL INTL INC$246,2850.03%1,170CommonNONE
911922102USLMUNITED STS LIME & MINERALS I$245,8670.03%1,869CommonNONE
889478103TOLTOLL BROTHERS INC$245,0600.03%1,774CommonNONE
7591EP100RFREGIONS FINANCIAL CORP NEW$241,6810.03%9,165CommonNONE
464288240ACWXISHARES TR$241,2520.03%3,711CommonNONE
369604301GEGE AEROSPACE$239,4530.03%796CommonNONE
464287598IWDISHARES TR$239,2180.03%1,175CommonNONE
20825C104COPCONOCOPHILLIPS$236,7590.03%2,503CommonNONE
921932828VIOOVANGUARD ADMIRAL FDS INC$236,0740.03%2,137CommonNONE
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$231,7110.03%4,873CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$231,1690.03%1,202CommonNONE
45783Y780XBJAINNOVATOR ETFS TRUST$230,1520.03%7,355CommonNONE
59156R108METMETLIFE INC$229,7300.03%2,789CommonNONE
921937793BLVVANGUARD BD INDEX FDS$228,9120.03%3,231CommonNONE
67077M108NTRNUTRIEN LTD$225,3880.03%3,839CommonNONE
92204A702VGTVANGUARD WORLD FD$221,7490.03%297CommonNONE
302492103FLYWFLYWIRE CORPORATION$217,3710.03%16,054CommonNONE
433000106HIMSHIMS & HERS HEALTH INC$214,6850.03%3,785CommonNONE
45258D105IMCRIMMUNOCORE HLDGS PLC$210,0600.03%5,782CommonNONE
191098102COKECOCA COLA CONS INC$209,7160.03%1,790CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$204,7110.03%2,417CommonNONE
70432V102PAYCPAYCOM SOFTWARE INC$204,3930.03%982CommonNONE
064058100BKBANK NEW YORK MELLON CORP$204,0820.03%1,873CommonNONE
535219109LINDLINDBLAD EXPEDITIONS HLDGS I$202,4830.03%15,819CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$201,9500.03%652CommonNONE
18915M107NETCLOUDFLARE INC$201,7150.03%940CommonNONE
75704L104RDVTRED VIOLET INC$200,6400.03%3,840CommonNONE
09257R101BGBBLACKSTONE STRATEGIC CRED 20$164,1730.02%13,490CommonNONE
358054104FRSHFRESHWORKS INC$145,3120.02%12,346CommonNONE

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.