MondegarAI
Per Stirling Capital Management, LLC.

Q4 2025 · 13F-HR

Per Stirling Capital Management, LLC.holdings as filed

Filed 2026-02-17 · accession 0001689933-26-000001

$890.8M
Reported value
300
Positions
2025-12-31
Period end
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The Brief · Per Stirling Capital Management, LLC. · Q4 2025

AI · grounded in 13F

Per Stirling Capital Management, LLC. closed its position in DUSA, reducing exposure by $12.04M. The fund established new positions in HMOP for $6.06M and XLV for $1.72M. Additionally, the manager increased its holdings in JCPB by 551.59% and CGDV by 128.30%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$64.4M7.23%93,992CommonNONE
97717X669DGRWWISDOMTREE TR$29.9M3.36%334,375CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$29.6M3.32%473,552CommonNONE
464287309IVWISHARES TR$26.2M2.94%212,673CommonNONE
14020G101CGGRCAPITAL GROUP GROWTH ETF$24.0M2.69%539,673CommonNONE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$23.1M2.59%529,062CommonNONE
464287408IVEISHARES TR$22.6M2.53%106,401CommonNONE
61774R825EVSDMORGAN STANLEY ETF TRUST$17.3M1.95%336,990CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$16.9M1.89%333,386CommonNONE
47103U845JAAAJANUS DETROIT STR TR$16.6M1.87%329,031CommonNONE
33739P608RFDIFIRST TR EXCH TRADED FD III$16.3M1.83%201,943CommonNONE
46432F842IEFAISHARES TR$15.8M1.78%176,822CommonNONE
33738D796FIIGFIRST TR EXCHANGE-TRADED FD$15.7M1.77%742,801CommonNONE
33740F805FIXDFIRST TR EXCHNG TRADED FD VI$15.7M1.76%354,005CommonNONE
33738R506RDVYFIRST TR EXCHANGE TRADED FD$15.3M1.72%220,373CommonNONE
922908363VOOVANGUARD INDEX FDS$13.7M1.54%21,805CommonNONE
464287507IJHISHARES TR$13.6M1.53%206,475CommonNONE
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$13.4M1.50%212,156CommonNONE
025072307QGROAMERICAN CENTY ETF TR$13.2M1.48%115,140CommonNONE
316092840FDVVFIDELITY COVINGTON TRUST$12.9M1.45%227,653CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$12.8M1.43%391,383CommonNONE
46641Q647JMUBJ P MORGAN EXCHANGE TRADED F$12.6M1.42%250,037CommonNONE
46138E222IDMOINVESCO EXCH TRADED FD TR II$12.6M1.41%226,187CommonNONE
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$11.8M1.32%249,098CommonNONE
46435G409IVLUISHARES TR$11.3M1.27%296,357CommonNONE
922908744VTVVANGUARD INDEX FDS$10.3M1.16%54,017CommonNONE
33740F631DJANFIRST TR EXCHNG TRADED FD VI$9.9M1.11%227,382CommonNONE
46090E103QQQINVESCO QQQ TR$9.1M1.03%14,885CommonNONE
464287804IJRISHARES TR$8.6M0.96%71,167CommonNONE
61774R841EVTRMORGAN STANLEY ETF TRUST$8.5M0.96%165,291CommonNONE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$8.4M0.95%168,475CommonNONE
037833100AAPLAPPLE INC$8.2M0.92%30,225CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$7.8M0.87%262,094CommonNONE
46138E339SPMOINVESCO EXCH TRADED FD TR II$7.6M0.86%64,075CommonNONE
025072802AVDVAMERICAN CENTY ETF TR$7.4M0.83%78,858CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$7.1M0.80%260,283CommonNONE
30231G102XOMEXXON MOBIL CORP$7.0M0.78%58,018CommonNONE
46429B697USMVISHARES TR$6.7M0.75%71,033CommonNONE
78463X202FEZSPDR INDEX SHS FDS$6.6M0.75%103,149CommonNONE
46641Q654JMSTJ P MORGAN EXCHANGE TRADED F$6.6M0.74%128,944CommonNONE
316092352FBCGFIDELITY COVINGTON TRUST$6.6M0.74%119,594CommonNONE
746729300PVALPUTNAM ETF TRUST$6.5M0.73%143,149CommonNONE
41653L503HMOPHARTFORD FDS EXCHANGE TRADED$6.1M0.68%154,950CommonNONE
33740F672DOCTFIRST TR EXCHNG TRADED FD VI$5.9M0.67%133,894CommonNONE
29287L700FLXRTCW ETF TRUST$5.7M0.64%144,062CommonNONE
464285204IAUISHARES GOLD TR$5.4M0.61%66,600CommonNONE
33735B108FNXFIRST TR EXCHANGE-TRADED ALP$5.3M0.60%42,207CommonNONE
78464A854SPYMSPDR SERIES TRUST$5.3M0.59%66,017CommonNONE
97717W588EPSWISDOMTREE TR$5.1M0.57%71,654CommonNONE
023135106AMZNAMAZON COM INC$4.9M0.55%21,201CommonNONE
52468L505LVHILEGG MASON ETF INVT$4.8M0.54%131,480CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$4.7M0.53%21,549CommonNONE
49456B101KMIKINDER MORGAN INC DEL$4.7M0.52%169,314CommonNONE
464288638IGIBISHARES TR$4.3M0.48%79,383CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$4.2M0.47%6,134CommonNONE
921937827BSVVANGUARD BD INDEX FDS$4.1M0.46%51,999CommonNONE
25434V807DFIVDIMENSIONAL ETF TRUST$4.0M0.45%80,069CommonNONE
33739P830FSMBFIRST TR EXCH TRADED FD III$3.9M0.44%197,053CommonNONE
69374H881COWZPACER FDS TR$3.9M0.44%64,657CommonNONE
33734Y109FYXFIRST TR EXCHANGE-TRADED ALP$3.8M0.42%33,255CommonNONE
922907746VTEBVANGUARD MUN BD FDS$3.7M0.41%73,013CommonNONE
464287564ICFISHARES TR$3.6M0.41%61,153CommonNONE
33740U687GNOVFIRST TR EXCHNG TRADED FD VI$3.3M0.38%84,224CommonNONE
33739N108FMBFIRST TR EXCH TRADED FD III$3.3M0.37%63,737CommonNONE
09290C103DYNFBLACKROCK ETF TRUST$3.1M0.35%51,369CommonNONE
33740U737GFEBFIRST TR EXCHNG TRADED FD VI$3.1M0.35%74,758CommonNONE
594918104MSFTMICROSOFT CORP$3.1M0.34%6,309CommonNONE
69374H360COWGPACER FDS TR$2.9M0.33%82,485CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$2.9M0.32%119,081CommonNONE
921946810VIGIVANGUARD WHITEHALL FDS$2.8M0.31%30,177CommonNONE
33738R704AIRRFIRST TR EXCHANGE TRADED FD$2.3M0.26%23,240CommonNONE
74349Y837PSQPROSHARES TR$2.3M0.25%75,065CommonSOLE
464288414MUBISHARES TR$2.3M0.25%21,096CommonNONE
00287Y109ABBVABBVIE INC$2.3M0.25%9,870CommonNONE
886364231GRNYTIDAL TRUST I$2.2M0.25%90,851CommonNONE
921937819BIVVANGUARD BD INDEX FDS$2.2M0.24%27,793CommonNONE
78463V107GLDSPDR GOLD TR$2.2M0.24%5,452CommonNONE
74348A210RWMPROSHARES TR$2.1M0.24%130,497CommonSOLE
02079K305GOOGLALPHABET INC$2.1M0.24%6,796CommonNONE
74349Y753SHPROSHARES TR$2.1M0.24%58,985CommonSOLE
33740F441GMAYFIRST TR EXCHNG TRADED FD VI$2.0M0.23%49,436CommonNONE
464288158SUBISHARES TR$1.9M0.21%17,880CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$1.9M0.21%69,569CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$1.9M0.21%14,849CommonNONE
808524607SCHASCHWAB STRATEGIC TR$1.9M0.21%65,419CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$1.8M0.20%17,890CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$1.7M0.19%11,124CommonNONE
46138E537PZAINVESCO EXCH TRADED FD TR II$1.7M0.19%72,329CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.6M0.18%5,390CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$1.6M0.18%27,971CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$1.6M0.18%7,303CommonNONE
97717X578XSOEWISDOMTREE TR$1.6M0.18%40,048CommonNONE
46429B663HDVISHARES TR$1.5M0.17%12,475CommonNONE
02079K107GOOGALPHABET INC$1.5M0.17%4,751CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$1.5M0.17%27,169CommonNONE
33740F458GAPRFIRST TR EXCHNG TRADED FD VI$1.5M0.16%36,748CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$1.5M0.16%7,570CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$1.4M0.16%11,908CommonNONE
67066G104NVDANVIDIA CORPORATION$1.4M0.16%7,591CommonNONE
46432F859ISTBISHARES TR$1.4M0.16%28,898CommonNONE
316092360FFLCFIDELITY COVINGTON TRUST$1.4M0.16%26,071CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$1.4M0.16%30,669CommonNONE
931142103WMTWALMART INC$1.4M0.16%12,478CommonNONE
14020Y201CGMUCAPITAL GRP FIXED INCM ETF T$1.4M0.15%50,190CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$1.4M0.15%45,166CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$1.3M0.15%4,246CommonNONE
46432F339QUALISHARES TR$1.3M0.15%6,681CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$1.3M0.15%24,610CommonNONE
464289859AOAISHARES TR$1.3M0.15%14,742CommonNONE
438516106HONHONEYWELL INTL INC$1.3M0.15%6,655CommonNONE
464287614IWFISHARES TR$1.3M0.14%2,704CommonNONE
78464A870XBISPDR SERIES TRUST$1.3M0.14%10,372CommonNONE
69374H709GCOWPACER FDS TR$1.3M0.14%30,639CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.2M0.14%3,757CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.2M0.13%2,293CommonNONE
464287457SHYISHARES TR$1.2M0.13%13,902CommonNONE
464287226AGGISHARES TR$1.1M0.12%10,744CommonNONE
46436E718SGOVISHARES TR$1.1M0.12%10,570CommonNONE
87283Q867TCAFT ROWE PRICE ETF INC$1.1M0.12%27,558CommonNONE
166764100CVXCHEVRON CORP NEW$1.0M0.12%6,861CommonNONE
11135F101AVGOBROADCOM INC$1.0M0.12%2,980CommonNONE
103002101BWMNBOWMAN CONSULTING GROUP LTD$1.0M0.12%31,134CommonNONE
92189H805REMXVANECK ETF TRUST$1.0M0.11%13,852CommonNONE
09260D107BXBLACKSTONE INC$983,7230.11%6,382CommonNONE
665859104NTRSNORTHERN TR CORP$977,8530.11%7,159CommonNONE
97717X131IQDGWISDOMTREE TR$958,4620.11%23,107CommonNONE
72201R833MINTPIMCO ETF TR$935,6990.11%9,325CommonNONE
921935870VTESVANGUARD WELLINGTON FD$925,1450.10%9,108CommonNONE
682680103OKEONEOK INC NEW$916,3560.10%12,467CommonNONE
88160R101TSLATESLA INC$907,4440.10%2,018CommonNONE
808524706SCHESCHWAB STRATEGIC TR$902,5400.10%27,558CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$856,6410.10%7,277CommonNONE
464288448IDVISHARES TR$851,0550.10%21,573CommonNONE
35473P868FLMIFRANKLIN TEMPLETON ETF TR$846,9480.10%34,055CommonNONE
464287663IUSVISHARES TR$830,6150.09%8,100CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$825,3830.09%5,321CommonNONE
46435G516ESGDISHARES TR$818,6300.09%8,609CommonNONE
097023105BABOEING CO$815,5030.09%3,756CommonNONE
78463X152NANRSPDR INDEX SHS FDS$805,9990.09%11,883CommonNONE
61774R205CVLCMORGAN STANLEY ETF TRUST$794,4260.09%9,431CommonNONE
857477103STTSTATE STR CORP$791,6130.09%6,136CommonNONE
02072L607FRDMEA SERIES TRUST$790,3860.09%15,416CommonNONE
922908769VTIVANGUARD INDEX FDS$786,3160.09%2,345CommonNONE
922908629VOVANGUARD INDEX FDS$771,8120.09%2,659CommonNONE
464288877EFVISHARES TR$765,6490.09%10,722CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$725,5530.08%22,631CommonNONE
747525103QCOMQUALCOMM INC$725,2480.08%4,240CommonNONE
45782C813PJULINNOVATOR ETFS TRUST$699,6070.08%15,068CommonNONE
35473P850FLMBFRANKLIN TEMPLETON ETF TR$699,3070.08%29,395CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$692,5240.08%2,338CommonNONE
89834G760CLSETRUST FOR PROFESSIONAL MANAG$683,5580.08%25,011CommonNONE
718172109PMPHILIP MORRIS INTL INC$682,8230.08%4,257CommonNONE
45782C508PJANINNOVATOR ETFS TRUST$682,0250.08%14,505CommonNONE
46138E628KBWBINVESCO EXCH TRADED FD TR II$680,4580.08%8,073CommonNONE
67092P714NUMINUSHARES ETF TR$678,6940.08%27,045CommonNONE
464287242LQDISHARES TR$676,1660.08%6,136CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$674,8410.08%1,404CommonNONE
808524672SCHYSCHWAB STRATEGIC TR$669,0430.08%22,436CommonNONE
45782C797POCTINNOVATOR ETFS TRUST$668,5940.08%15,223CommonNONE
337344105QQEWFIRST TR EXCHANGE-TRADED FD$666,0170.07%4,686CommonNONE
002824100ABTABBOTT LABS$658,4290.07%5,255CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$655,4930.07%760CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$651,1250.07%12,820CommonNONE
97717W570EZMWISDOMTREE TR$641,8430.07%9,608CommonNONE
478160104JNJJOHNSON & JOHNSON$641,7820.07%3,101CommonNONE
92203C303VUSBVANGUARD BD INDEX FDS$641,6820.07%12,875CommonNONE
78464A474SPSBSPDR SERIES TRUST$639,8690.07%21,188CommonSOLE
45782C870PAPRINNOVATOR ETFS TRUST$637,7730.07%16,303CommonNONE
33741X102SDVYFIRST TR EXCHANGE-TRADED FD$635,3930.07%16,581CommonNONE
84858T772EUADSPINNAKER ETF SERIES$616,4040.07%14,631CommonNONE
67092P300NULVNUSHARES ETF TR$607,8360.07%13,492CommonNONE
26923N7692649699DETF OPPORTUNITIES TRUST$606,0270.07%16,772CommonNONE
922908736VUGVANGUARD INDEX FDS$604,0030.07%1,238CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$589,0690.07%7,583CommonNONE
68389X105ORCLORACLE CORP$588,9560.07%3,022CommonNONE
03674X106ARANTERO RESOURCES CORP$588,0600.07%17,065CommonSOLE
88579Y101MMM3M CO$576,8380.06%3,603CommonNONE
33737A108GRIDFIRST TR EXCHANGE TRADED FD$571,5300.06%3,735CommonNONE
78464A755XMESPDR SERIES TRUST$555,7060.06%5,363CommonNONE
61774R106CVIEMORGAN STANLEY ETF TRUST$544,1270.06%7,632CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$538,4850.06%20,529CommonNONE
94106L109WMWASTE MGMT INC DEL$538,1040.06%2,449CommonNONE
697435105PANWPALO ALTO NETWORKS INC$503,9600.06%2,736CommonNONE
92204A603VISVANGUARD WORLD FD$501,2800.06%1,680CommonNONE
756158101UTGREAVES UTIL INCOME FD$500,3120.06%13,677CommonNONE
29287L106VOTETCW ETF TRUST$478,8510.05%5,969CommonNONE
33768G107FCFSFIRSTCASH HOLDINGS INC$475,1120.05%2,981CommonNONE
78464A631XARSPDR SERIES TRUST$473,7950.05%1,964CommonNONE
46137V282RSPTINVESCO EXCHANGE TRADED FD T$473,2580.05%10,399CommonNONE
75513E101RTXRTX CORPORATION$467,5450.05%2,549CommonNONE
012653101ALBALBEMARLE CORP$465,2440.05%3,289CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$461,1850.05%3,213CommonNONE
78468R531EFIVSPDR SERIES TRUST$450,5480.05%6,811CommonNONE
921910733ESGVVANGUARD WORLD FD$448,7620.05%3,710CommonNONE
G29183103ETNEATON CORP PLC$447,1310.05%1,404CommonNONE
46137V233XLGINVESCO EXCHANGE TRADED FD T$444,4620.05%7,498CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$443,1990.05%9,913CommonNONE
092528108SHYMBLACKROCK ETF TRUST II$443,1780.05%19,945CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$439,7780.05%3,612CommonNONE
87422Q109TLNTALEN ENERGY CORP$438,9380.05%1,171CommonNONE
92189F106GDXVANECK ETF TRUST$438,1700.05%5,109CommonNONE
14020V108CGUSCAPITAL GROUP CORE EQUITY ET$434,8230.05%10,808CommonNONE
092528603BINCBLACKROCK ETF TRUST II$426,2470.05%8,077CommonNONE
464287572IOOISHARES TR$424,0480.05%3,348CommonNONE
92204A876VPUVANGUARD WORLD FD$415,5750.05%2,246CommonNONE
92826C839VVISA INC$414,8580.05%1,183CommonNONE
808524862SCHOSCHWAB STRATEGIC TR$412,9300.05%16,944CommonNONE
580135101MCDMCDONALDS CORP$410,2360.05%1,342CommonNONE
36828A101GEVGE VERNOVA INC$401,2500.05%614CommonNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$399,8530.04%4,322CommonNONE
09290C863BALIBLACKROCK ETF TRUST$399,2630.04%12,603CommonNONE
87283Q107TCHPT ROWE PRICE ETF INC$398,9300.04%8,001CommonNONE
46428Q109SLVISHARES SILVER TR$398,5240.04%6,186CommonSOLE
69344A107PULSPGIM ETF TR$396,8690.04%8,003CommonNONE
00206R102TAT&T INC$390,0990.04%15,704CommonNONE
58933Y105MRKMERCK & CO INC$382,8620.04%3,637CommonNONE
87612E106TGTTARGET CORP$382,5810.04%3,914CommonSOLE
46434V456IQLTISHARES TR$378,2240.04%8,322CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$373,8350.04%1,132CommonNONE
922908751VBVANGUARD INDEX FDS$370,9100.04%1,438CommonNONE
464289867AORISHARES TR$361,0120.04%5,553CommonNONE
464288570DSIISHARES TR$358,0610.04%2,779CommonNONE
773121108RKLBROCKET LAB CORP$352,4280.04%5,052CommonNONE
92204A702VGTVANGUARD WORLD FD$345,8180.04%459CommonNONE
773903109ROKROCKWELL AUTOMATION INC$337,7790.04%868CommonNONE
30303M102METAMETA PLATFORMS INC$335,4170.04%508CommonNONE
191216100KOCOCA COLA CO$332,1200.04%4,751CommonNONE
452308109ITWILLINOIS TOOL WKS INC$328,8110.04%1,335CommonNONE
67092P607NUSCNUSHARES ETF TR$327,4630.04%7,334CommonNONE
14020Y300CGMSCAPITAL GRP FIXED INCM ETF T$325,5070.04%11,785CommonNONE
75281A109RRCRANGE RES CORP$321,2410.04%9,111CommonSOLE
025816109AXPAMERICAN EXPRESS CO$317,7710.04%859CommonNONE
254687106DISDISNEY WALT CO$315,6950.04%2,775CommonNONE
33740F839DNOVFIRST TR EXCHNG TRADED FD VI$313,7220.04%6,424CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$312,5680.04%5,378CommonNONE
46137V431SPGPINVESCO EXCHANGE TRADED FD T$310,3820.03%2,726CommonNONE
46434G863ESGEISHARES INC$309,2780.03%7,002CommonNONE
907818108UNPUNION PAC CORP$307,0440.03%1,327CommonNONE
02072L565BOXXEA SERIES TRUST$302,7130.03%2,630CommonNONE
57636Q104MAMASTERCARD INCORPORATED$302,4740.03%530CommonNONE
92936U109WPCWP CAREY INC$300,5590.03%4,670CommonNONE
316092600FHLCFIDELITY COVINGTON TRUST$297,5710.03%4,006CommonNONE
713448108PEPPEPSICO INC$296,6680.03%2,067CommonNONE
617446448MSMORGAN STANLEY$293,0130.03%1,651CommonNONE
40412C101HCAHCA HEALTHCARE INC$291,2390.03%624CommonNONE
33740F771DFEBFIRST TR EXCHNG TRADED FD VI$287,3600.03%6,022CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$284,7750.03%1,978CommonNONE
33740U406DDECFIRST TR EXCHNG TRADED FD VI$282,7510.03%6,271CommonNONE
882508104TXNTEXAS INSTRS INC$281,5070.03%1,623CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$278,5520.03%6,525CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$277,2340.03%3,262CommonNONE
808524839SCHZSCHWAB STRATEGIC TR$276,0630.03%11,813CommonNONE
33740U802DAPRFIRST TR EXCHNG TRADED FD VI$275,6540.03%7,006CommonNONE
369604301GEGE AEROSPACE$275,1050.03%893CommonNONE
46434G780EWSISHARES INC$274,5770.03%9,981CommonNONE
25434V104DFAUDIMENSIONAL ETF TRUST$273,4180.03%5,842CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$268,7430.03%445CommonNONE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$268,6170.03%1,322CommonNONE
756109104OREALTY INCOME CORP$266,8960.03%4,735CommonNONE
33740F615DMARFIRST TR EXCHNG TRADED FD VI$262,7310.03%6,307CommonNONE
921909768VXUSVANGUARD STAR FDS$262,4250.03%3,479CommonNONE
33740F698DJULFIRST TR EXCHNG TRADED FD VI$261,0900.03%5,489CommonNONE
20825C104COPCONOCOPHILLIPS$260,0570.03%2,778CommonNONE
464287879IJSISHARES TR$258,4000.03%2,272CommonNONE
833445109SNOWSNOWFLAKE INC$256,4320.03%1,169CommonNONE
69121K104OBDCBLUE OWL CAPITAL CORPORATION$255,8930.03%20,587CommonNONE
33740F680DSEPFIRST TR EXCHNG TRADED FD VI$255,0040.03%5,679CommonNONE
92189F767GLINVANECK ETF TRUST$249,0320.03%5,402CommonNONE
093712107BEBLOOM ENERGY CORP$245,2040.03%2,822CommonNONE
33740F730DMAYFIRST TR EXCHNG TRADED FD VI$244,8120.03%5,412CommonNONE
61774R403CVMCMORGAN STANLEY ETF TRUST$244,1150.03%3,807CommonNONE
33740F854DAUGFIRST TR EXCHNG TRADED FD VI$243,6930.03%5,496CommonNONE
67092P201NULGNUSHARES ETF TR$240,8480.03%2,463CommonNONE
33740F714DJUNFIRST TR EXCHNG TRADED FD VI$239,8250.03%5,066CommonNONE
69374H873ICOWPACER FDS TR$239,0300.03%6,180CommonNONE
74934Q108RICKRCI HOSPITALITY HLDGS INC$238,4000.03%10,000CommonNONE
55826T102SPHRSPHERE ENTERTAINMENT CO$234,1820.03%2,463CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$231,3760.03%5,210CommonNONE
03073E105CORCENCORA INC$230,0080.03%681CommonNONE
15135B101CNCCENTENE CORP DEL$223,4860.03%5,431CommonNONE
718546104PSXPHILLIPS 66$222,8020.03%1,727CommonNONE
842587107SOSOUTHERN CO$222,6060.02%2,553CommonNONE
78464A763SDYSPDR SERIES TRUST$220,9980.02%1,588CommonNONE
031162100AMGNAMGEN INC$220,7400.02%674CommonNONE
09263B207BKSYBLACKSKY TECHNOLOGY INC$220,3880.02%11,754CommonSOLE
872590104TMUST-MOBILE US INC$219,6890.02%1,082CommonNONE
316092345FBCVFIDELITY COVINGTON TRUST$217,0630.02%6,085CommonNONE
053332102AZOAUTOZONE INC$217,0560.02%64CommonNONE
922042718VSSVANGUARD INTL EQUITY INDEX F$215,9980.02%1,507CommonNONE
038222105AMATAPPLIED MATLS INC$212,6110.02%827CommonNONE
58733R102MELIMERCADOLIBRE INC$211,4970.02%105CommonNONE
46137V142PHOINVESCO EXCHANGE TRADED FD T$211,0970.02%2,998CommonNONE
291011104EMREMERSON ELEC CO$209,6030.02%1,579CommonNONE
092528843HIMUBLACKROCK ETF TRUST II$209,0810.02%4,295CommonNONE
742718109PGPROCTER AND GAMBLE CO$206,4880.02%1,441CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$203,4820.02%2,654CommonNONE
71424F105PRPERMIAN RESOURCES CORP$184,6600.02%13,162CommonSOLE
912318409UNGUNITED STS NAT GAS FD LP$133,7080.02%10,906CommonNONE
269808101ECCEAGLE POINT CREDIT COMPANY I$58,1760.01%10,100CommonNONE
98400T106XAI OCTAGN FLT RAT & ALT INM$50,6400.01%10,550CommonNONE

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.