MondegarAI
Summit Global Investments

Q3 2024 · 13F-HR

Summit Global Investmentsholdings as filed

Filed 2024-10-31 · accession 0001697953-24-000005

$1.6M
Reported value
494
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
74933W254USDXRBB FD INC$134,5278.58%5,170,148CommonSOLE
74933W593SGLCRBB FD INC$100,0516.38%2,818,344CommonSOLE
74933W262GINXRBB FD INC$69,1414.41%2,564,576CommonSOLE
74933W577DYTARBB FD INC$55,5793.54%1,792,901CommonSOLE
464287226AGGISHARES TR$51,5553.29%509,080CommonSOLE
30303M102METAMETA PLATFORMS INC$23,0251.47%40,222CommonSOLE
02079K305GOOGLALPHABET INC$22,0241.40%132,792CommonSOLE
743315103PGRPROGRESSIVE CORP$21,7101.38%85,552CommonSOLE
594918104MSFTMICROSOFT CORP$19,2721.23%44,787CommonSOLE
037833100AAPLAPPLE INC$18,9461.21%81,314CommonSOLE
464288513HYGISHARES TR$18,5411.18%230,901CommonSOLE
67066G104NVDANVIDIA CORPORATION$18,3961.17%151,480CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$17,9171.14%49,999CommonSOLE
58933Y105MRKMERCK & CO INC$17,3371.11%152,669CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$17,3061.10%166,707CommonSOLE
59156R108METMETLIFE INC$15,6311.00%189,512CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$15,2710.97%55,182CommonSOLE
023135106AMZNAMAZON COM INC$14,8790.95%79,853CommonSOLE
G3223R108EGEVEREST GROUP LTD$14,6430.93%37,371CommonSOLE
036752103ELVELEVANCE HEALTH INC$14,3080.91%27,516CommonSOLE
532457108LLYELI LILLY & CO$14,2330.91%16,065CommonSOLE
464287432TLTISHARES TR$14,0170.89%142,882CommonSOLE
690742101OCOWENS CORNING NEW$13,7130.87%77,684CommonSOLE
69344A107PULSPGIM ETF TR$13,6940.87%275,086CommonSOLE
46429B697USMVISHARES TR$13,2740.85%145,370CommonSOLE
46090E103QQQINVESCO QQQ TR$12,8280.82%26,284CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$12,4760.80%11,868CommonSOLE
74933W239QXQRBB FD INC$12,1120.77%462,588CommonSOLE
020002101ALLALLSTATE CORP$11,8070.75%62,255CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$11,4700.73%23,227CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$11,4500.73%103,600CommonSOLE
907818108UNPUNION PAC CORP$11,0110.70%44,672CommonSOLE
58155Q103MCKMCKESSON CORP$10,7030.68%21,647CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$10,4110.66%123,165CommonSOLE
501044101KRKROGER CO$10,2580.65%179,030CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$10,2130.65%22,715CommonSOLE
191216100KOCOCA COLA CO$9,9780.64%138,854CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$9,5800.61%16,388CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$9,4560.60%20,546CommonSOLE
62944T105NVRNVR INC$9,2530.59%943CommonSOLE
922908751VBVANGUARD INDEX FDS$9,1870.59%38,731CommonSOLE
46432F842IEFAISHARES TR$8,8510.56%113,396CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$8,6970.55%77,739CommonSOLE
747525103QCOMQUALCOMM INC$8,2100.52%48,279CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$7,7720.50%8,767CommonSOLE
380237107GDDYGODADDY INC$7,5190.48%47,960CommonSOLE
30034W106EVRGEVERGY INC$7,1380.46%115,103CommonSOLE
02079K107GOOGALPHABET INC$6,8500.44%40,972CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$6,7130.43%31,835CommonSOLE
0076CA104AEGAEGON LTD$6,6490.42%1,040,568CommonSOLE
79466L302CRMSALESFORCE INC$6,5500.42%23,932CommonSOLE
94106L109WMWASTE MGMT INC DEL$6,5120.42%31,367CommonSOLE
464287804IJRISHARES TR$6,2630.40%53,546CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$6,1730.39%53,577CommonSOLE
46435U853USHYISHARES TR$6,0580.39%160,911CommonSOLE
874060205TAKTAKEDA PHARMACEUTICAL CO LTD$5,9090.38%415,558CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$5,8820.37%7,208CommonSOLE
871829107SYYSYSCO CORP$5,7350.37%73,473CommonSOLE
931142103WMTWALMART INC$5,7280.37%70,939CommonSOLE
038222105AMATAPPLIED MATLS INC$5,6400.36%27,913CommonSOLE
922475108VEEVVEEVA SYS INC$5,5930.36%26,649CommonSOLE
767204100RIORIO TINTO PLC$5,5220.35%77,590CommonSOLE
78464A854SPYMSPDR SER TR$5,4910.35%81,332CommonSOLE
31428X106FDXFEDEX CORP$5,2570.34%19,207CommonSOLE
46435G433SMMVISHARES TR$4,9910.32%122,336CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$4,9470.32%13,423CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$4,8700.31%124,499CommonSOLE
29084Q100EMEEMCOR GROUP INC$4,6590.30%10,821CommonSOLE
233331107DTEDTE ENERGY CO$4,5420.29%35,375CommonSOLE
437076102HDHOME DEPOT INC$4,5220.29%11,160CommonSOLE
88706T108TIMBTIM S A$4,4750.29%259,861CommonSOLE
025932104AFGAMERICAN FINL GROUP INC OHIO$4,3660.28%32,435CommonSOLE
03831W108APPAPPLOVIN CORP$4,3640.28%33,425CommonSOLE
670100205NVONOVO-NORDISK A S$4,3200.28%36,284CommonSOLE
191241108KOFCOCA-COLA FEMSA SAB DE CV$4,2310.27%47,687CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$4,2080.27%11,904CommonSOLE
046353108AZNNASTRAZENECA PLC$4,1990.27%53,892CommonSOLE
91529Y106UNMUNUM GROUP$3,9610.25%66,633CommonSOLE
759351604RGAREINSURANCE GRP OF AMERICA I$3,9190.25%17,989CommonSOLE
526057104LENLENNAR CORP$3,8690.25%20,639CommonSOLE
98980L101ZNGAZOOM VIDEO COMMUNICATIONS IN$3,8400.24%55,068CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$3,8190.24%76,493CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$3,5040.22%47,844CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$3,4950.22%20,678CommonSOLE
922908769VTIVANGUARD INDEX FDS$3,4520.22%12,192CommonSOLE
580135101MCDMCDONALDS CORP$3,4320.22%11,271CommonSOLE
72147K108PPCPILGRIMS PRIDE CORP$3,3890.22%73,585CommonSOLE
46090F100PDBCINVESCO ACTVELY MNGD ETC FD$3,3820.22%251,819CommonSOLE
760759100RSGREPUBLIC SVCS INC$3,3730.22%16,795CommonSOLE
78464A664SPTLSPDR SER TR$3,3440.21%115,040CommonSOLE
974155103WINGWINGSTOP INC$3,3340.21%8,013CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$3,3260.21%20,403CommonSOLE
81762P102NOWSERVICENOW INC$3,2300.21%3,612CommonSOLE
595112103MUMICRON TECHNOLOGY INC$3,2050.20%30,908CommonSOLE
922908363VOOVANGUARD INDEX FDS$3,1660.20%5,999CommonSOLE
636274409NGGNATIONAL GRID PLC$3,1430.20%45,117CommonSOLE
902494103TSNTYSON FOODS INC$3,1170.20%52,340CommonSOLE
032095101APHAMPHENOL CORP NEW$3,0980.20%47,544CommonSOLE
744320102PRUPRUDENTIAL FINL INC$3,0850.20%25,471CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$3,0260.19%5,175CommonSOLE
636180101NFGNATIONAL FUEL GAS CO$2,8540.18%47,096CommonSOLE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTA$2,8470.18%262,632CommonSOLE
456788108INFYINFOSYS LTD$2,8430.18%127,655CommonSOLE
438128308HMCHONDA MOTOR LTD$2,7480.18%86,621CommonSOLE
23331A109DHID R HORTON INC$2,7300.17%14,311CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$2,6930.17%5,790CommonSOLE
816851109SRESEMPRA$2,6840.17%32,089CommonSOLE
26875P101EOGEOG RES INC$2,6470.17%21,530CommonSOLE
12504L109CBRECBRE GROUP INC$2,6350.17%21,165CommonSOLE
550021109LULULULULEMON ATHLETICA INC$2,5900.17%9,546CommonSOLE
778296103ROSTROSS STORES INC$2,5890.17%17,202CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$2,5880.16%18,982CommonSOLE
824596100SHGSHINHAN FINANCIAL GROUP CO L$2,5760.16%60,805CommonSOLE
90278Q108UFPIUFP INDUSTRIES INC$2,5560.16%19,480CommonSOLE
904767704UNILEVER PLC$2,4970.16%38,439CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$2,4700.16%4,304CommonSOLE
05968L102CIBEURBANCOLOMBIA S A$2,4600.16%78,410CommonSOLE
464288638IGIBISHARES TR$2,3830.15%44,350CommonSOLE
126408103CSXCSX CORP$2,3780.15%68,871CommonSOLE
00287Y109ABBVABBVIE INC$2,3000.15%11,646CommonSOLE
90384S303ULTAULTA BEAUTY INC$2,2920.15%5,891CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$2,2790.15%11,758CommonSOLE
713448108PEPPEPSICO INC$2,2560.14%13,269CommonSOLE
256135203RDYDR REDDYS LABS LTD$2,2340.14%28,117CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$2,2170.14%11,166CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$2,2170.14%12,766CommonSOLE
872540109TJXTJX COS INC NEW$2,2010.14%18,723CommonSOLE
461202103INTUINTUIT$2,1420.14%3,450CommonSOLE
88160R101TSLATESLA INC$2,1390.14%8,175CommonSOLE
733174700BPOPPOPULAR INC$2,1030.13%20,975CommonSOLE
060505104BACBANK AMERICA CORP$2,0350.13%51,278CommonSOLE
29249E109ACTENACT HLDGS INC$2,0040.13%55,152CommonSOLE
07831C103BRBRBELLRING BRANDS INC$1,9640.13%32,338CommonSOLE
464287150ITOTISHARES TR$1,9630.13%15,628CommonSOLE
M46528101FROFRONTLINE PLC$1,9450.12%85,135CommonSOLE
172967424CCITIGROUP INC$1,9180.12%30,640CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP CO$1,8670.12%23,822CommonSOLE
191098102COKECOCA COLA CONS INC$1,8610.12%1,414CommonSOLE
47215P106JDJD.COM INC$1,8610.12%46,517CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$1,8460.12%16,009CommonSOLE
438516106HONHONEYWELL INTL INC$1,8260.12%8,836CommonSOLE
688239201OSKOSHKOSH CORP$1,7860.11%17,823CommonSOLE
70202L102PSNPARSONS CORP DEL$1,7630.11%17,005CommonSOLE
040413106ANETEURARISTA NETWORKS INC$1,7620.11%4,591CommonSOLE
172062101CINFCINCINNATI FINL CORP$1,7500.11%12,859CommonSOLE
17275R102CSCOCISCO SYS INC$1,7220.11%32,363CommonSOLE
444859102HUMHUMANA INC$1,6910.11%5,338CommonSOLE
18539C105NY4BCLEARWAY ENERGY INC$1,6790.11%58,986CommonSOLE
025816109AXPAMERICAN EXPRESS CO$1,6660.11%6,143CommonSOLE
871332102SLVMSYLVAMO CORP$1,6630.11%19,374CommonSOLE
464287200IVVISHARES TR$1,6520.11%2,863CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$1,6250.10%112,778CommonSOLE
546347105LPXLOUISIANA PAC CORP$1,6210.10%15,088CommonSOLE
653656108NICENICE LTD$1,5820.10%9,110CommonSOLE
872590104TMUST-MOBILE US INC$1,5770.10%7,644CommonSOLE
629209305NMIHNMI HLDGS INC$1,5730.10%38,187CommonSOLE
55305B101MHOM/I HOMES INC$1,5710.10%9,168CommonSOLE
11135F101AVGOBROADCOM INC$1,5620.10%9,054CommonSOLE
87724P106TMHCTAYLOR MORRISON HOME CORP$1,5560.10%22,140CommonSOLE
67103X102OFGOFG BANCORP$1,5540.10%34,604CommonSOLE
59001A102MTHMERITAGE HOMES CORP$1,5390.10%7,505CommonSOLE
500643200KFYKORN FERRY$1,5370.10%20,430CommonSOLE
14888U101CPRXCATALYST PHARMACEUTICALS INC$1,5370.10%77,292CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$1,5340.10%364CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$1,5310.10%15,965CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$1,5280.10%4,199CommonSOLE
G3198U102ESNTESSENT GROUP LTD$1,5040.10%23,397CommonSOLE
42704L104HRIHERC HLDGS INC$1,4920.10%9,359CommonSOLE
57686G105MATXMATSON INC$1,4870.09%10,425CommonSOLE
87265H109T86TRI POINTE HOMES INC$1,4840.09%32,754CommonSOLE
624758108MWAMUELLER WTR PRODS INC$1,4840.09%68,379CommonSOLE
09739D100BCCBOISE CASCADE CO DEL$1,4830.09%10,518CommonSOLE
Y8565N300TNKTEEKAY TANKERS LTD$1,4520.09%24,927CommonSOLE
35905A109FTDRFRONTDOOR INC$1,4510.09%30,242CommonSOLE
90385V107UCTTULTRA CLEAN HLDGS INC$1,4500.09%36,308CommonSOLE
031652100AMKRAMKOR TECHNOLOGY INC$1,4490.09%47,353CommonSOLE
922908736VUGVANGUARD INDEX FDS$1,4480.09%3,771CommonSOLE
50050N103KTBKONTOOR BRANDS INC$1,4460.09%17,681CommonSOLE
410120109HWCHANCOCK WHITNEY CORPORATION$1,4450.09%28,232CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$1,4300.09%13,933CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS$1,4270.09%24,174CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$1,4160.09%27,365CommonSOLE
87936R205VIVTELEFONICA BRASIL SA$1,4010.09%136,403CommonSOLE
07556Q881BZHBEAZER HOMES USA INC$1,3900.09%40,667CommonSOLE
26884U109EPREPR PPTYS$1,3850.09%28,240CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$1,3730.09%3,533CommonSOLE
617446448MSMORGAN STANLEY$1,3660.09%13,101CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$1,3600.09%9,557CommonSOLE
404251100HNIHNI CORP$1,3600.09%25,262CommonSOLE
29357K103ENVAENOVA INTL INC$1,3580.09%16,205CommonSOLE
844895102SWXSOUTHWEST GAS HLDGS INC$1,3490.09%18,290CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$1,3480.09%25,530CommonSOLE
40412C101HCAHCA HEALTHCARE INC$1,3360.09%3,287CommonSOLE
389637109GBTCGRAYSCALE BITCOIN TR BTC$1,3340.09%26,413CommonSOLE
006739106ADUSADDUS HOMECARE CORP$1,3260.08%9,968CommonSOLE
156504300CCSCENTURY CMNTYS INC$1,3230.08%12,845CommonSOLE
15135U109CVECENOVUS ENERGY INC$1,3210.08%78,952CommonSOLE
442487401HOVHOVNANIAN ENTERPRISES INC$1,3110.08%6,413CommonSOLE
H50430232LOGILOGITECH INTL S A$1,2990.08%14,481CommonSOLE
14174T107CTRECARETRUST REIT INC$1,2960.08%42,006CommonSOLE
G0692U109AXSAXIS CAP HLDGS LTD$1,2860.08%16,157CommonSOLE
36251C103GMS1EURGMS INC$1,2700.08%14,019CommonSOLE
343498101FLOFLOWERS FOODS INC$1,2610.08%54,678CommonSOLE
053807103AVTAVNET INC$1,2540.08%23,082CommonSOLE
285512109EAELECTRONIC ARTS INC$1,2500.08%8,713CommonSOLE
204166102CVLTCOMMVAULT SYS INC$1,2460.08%8,097CommonSOLE
893641100TDGTRANSDIGM GROUP INC$1,2420.08%870CommonSOLE
751212101RLRALPH LAUREN CORP$1,2400.08%6,396CommonSOLE
45168D104IDXXIDEXX LABS INC$1,2390.08%2,452CommonSOLE
05465C100AXAXOS FINANCIAL INC$1,2380.08%19,681CommonSOLE
09624H208BXCBLUELINX HLDGS INC$1,2170.08%11,545CommonSOLE
76009N100UPBDUPBOUND GROUP INC$1,2160.08%37,997CommonSOLE
Y7542C130STNGSCORPIO TANKERS INC$1,2130.08%17,017CommonSOLE
G0772R208NTBBANK OF NT BUTTERFIELD&SON L$1,2030.08%32,627CommonSOLE
443320106HUBGHUB GROUP INC$1,1990.08%26,377CommonSOLE
254687106DISDISNEY WALT CO$1,1910.08%12,379CommonSOLE
44332N106HTHTH WORLD GROUP LTD$1,1810.08%31,734CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$1,1770.08%6,105CommonSOLE
00182C103ANIPANI PHARMACEUTICALS INC$1,1760.07%19,704CommonSOLE
880779103TEXTEREX CORP NEW$1,1710.07%22,141CommonSOLE
742718109PGPROCTER AND GAMBLE CO$1,1610.07%6,706CommonSOLE
78463V107GLDSPDR GOLD TR$1,1580.07%4,764CommonSOLE
92828Q109VRTSVIRTUS INVT PARTNERS INC$1,1570.07%5,526CommonSOLE
87971M103TUTELUS CORPORATION$1,1460.07%68,288CommonSOLE
715684106TLKP T TELEKOMUNIKASI INDONESIA$1,1360.07%57,431CommonSOLE
404030108HEESEURH & E EQUIPMENT SERVICES INC$1,1360.07%23,343CommonSOLE
Y0207T100ASCARDMORE SHIPPING CORP$1,1280.07%62,329CommonSOLE
98138H101WDAYWORKDAY INC$1,1270.07%4,610CommonSOLE
464287655IWMISHARES TR$1,1100.07%5,026CommonSOLE
922020805VTIPVANGUARD MALVERN FDS$1,1090.07%22,493CommonSOLE
20825C104COPCONOCOPHILLIPS$1,1030.07%10,473CommonSOLE
45104G104IBNICICI BANK LIMITED$1,1010.07%36,901CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$1,0750.07%13,533CommonSOLE
75574U101RCREADY CAPITAL CORP$1,0720.07%140,475CommonSOLE
118440106BKEBUCKLE INC$1,0430.07%23,728CommonSOLE
346232101FORFORESTAR GROUP INC$1,0360.07%32,002CommonSOLE
92206C664VTWOVANGUARD SCOTTSDALE FDS$1,0310.07%11,540CommonSOLE
125523100CITHE CIGNA GROUP$1,0250.07%2,960CommonSOLE
49446R109KIMKIMCO RLTY CORP$1,0230.07%44,064CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$1,0200.07%14,193CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$1,0150.06%13,145CommonSOLE
052769106ADSKAUTODESK INC$1,0120.06%3,675CommonSOLE
98978V103ZTSZOETIS INC$1,0110.06%5,173CommonSOLE
981064108WFWOORI FINL GROUP INC$9670.06%27,077CommonSOLE
464287440IEFISHARES TR$9570.06%9,755CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$9440.06%5,343CommonSOLE
457730109INSPINSPIRE MED SYS INC$9440.06%4,472CommonSOLE
29270J100ERIIENERGY RECOVERY INC$9390.06%54,019CommonSOLE
624756102MLIMUELLER INDS INC$9360.06%12,625CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$9180.06%18,402CommonSOLE
068463108BBSIBARRETT BUSINESS SVCS INC$9170.06%24,456CommonSOLE
15135B101CNCCENTENE CORP DEL$9140.06%12,145CommonSOLE
576485205MTDRMATADOR RES CO$9060.06%18,331CommonSOLE
09261X102BXSLBLACKSTONE SECD LENDING FD$9050.06%30,888CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$8970.06%1,699CommonSOLE
603158106MTXMINERALS TECHNOLOGIES INC$8830.06%11,436CommonSOLE
92346J108VCELVERICEL CORP$8800.06%20,831CommonSOLE
11271J107BNBROOKFIELD CORP$8710.06%16,387CommonSOLE
14843C105CSTLCASTLE BIOSCIENCES INC$8680.06%30,441CommonSOLE
032654105ADIANALOG DEVICES INC$8670.06%3,766CommonSOLE
71424F105PRPERMIAN RESOURCES CORP$8550.05%62,806CommonSOLE
166764100CVXCHEVRON CORP NEW$8520.05%5,784CommonSOLE
92203J407BNDXVANGUARD CHARLOTTE FDS$8410.05%16,726CommonSOLE
759509102RSRELIANCE INC$8410.05%2,907CommonSOLE
464287408IVEISHARES TR$8390.05%4,256CommonSOLE
427866108HSYHERSHEY CO$8340.05%4,347CommonSOLE
803054204SAPSAP SE$8330.05%3,637CommonSOLE
G36738105FDPFRESH DEL MONTE PRODUCE INC$8190.05%27,726CommonSOLE
00130H105AESAES CORP$8160.05%40,670CommonSOLE
049468101TEAMATLASSIAN CORPORATION$8120.05%5,115CommonSOLE
18539C204CWENCLEARWAY ENERGY INC$8110.05%26,423CommonSOLE
635906100NHCNATIONAL HEALTHCARE CORP$8080.05%6,423CommonSOLE
G54950103LINLINDE PLC$8070.05%1,692CommonSOLE
78377T107RHPRYMAN HOSPITALITY PPTYS INC$7980.05%7,444CommonSOLE
014491104ALEXALEXANDER & BALDWIN INC NEW$7930.05%41,283CommonSOLE
69318J100CNXNPC CONNECTION INC$7880.05%10,443CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$7750.05%18,869CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$7740.05%2,760CommonSOLE
16411R208LNGCHENIERE ENERGY INC$7740.05%4,303CommonSOLE
413197104HRMYHARMONY BIOSCIENCES HLDGS IN$7710.05%19,263CommonSOLE
478160104JNJJOHNSON & JOHNSON$7700.05%4,754CommonSOLE
35137L204FOXFOX CORP$7680.05%19,781CommonSOLE
054540208ACLSAXCELIS TECHNOLOGIES INC$7650.05%7,297CommonSOLE
87241L109TFIITFI INTL INC$7650.05%5,589CommonSOLE
03783C100APPFAPPFOLIO INC$7590.05%3,225CommonSOLE
03763A207ASTHASTRANA HEALTH INC$7530.05%13,003CommonSOLE
20030N101CMCSACOMCAST CORP NEW$7530.05%18,038CommonSOLE
69047Q102OVVOVINTIV INC$7520.05%19,627CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$7520.05%3,968CommonSOLE
00724F101ADBEADOBE INC$7480.05%1,443CommonSOLE
313855108FSSFEDERAL SIGNAL CORP$7480.05%7,999CommonSOLE
92763W103VIPSVIPSHOP HLDGS LTD$7460.05%47,408CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$7440.05%6,277CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC$7350.05%25,991CommonSOLE
17888H103CIVICIVITAS RESOURCES INC$7330.05%14,473CommonSOLE
45781V101IIPRINNOVATIVE INDL PPTYS INC$7330.05%5,449CommonSOLE
G4474Y214JHGJANUS HENDERSON GROUP PLC$7310.05%19,201CommonSOLE
67059N108NTNXNUTANIX INC$7270.05%12,273CommonSOLE
570535104MKLMARKEL GROUP INC$7260.05%463CommonSOLE
H42097107UBSUBS GROUP AG$7250.05%23,445CommonSOLE
Y8564W103TEEKAY CORPORATION$7240.05%78,699CommonSOLE
204409601CIGCIA ENERGETICA DE MINAS GERA$7240.05%351,240CommonSOLE
149123101CATCATERPILLAR INC$7210.05%1,843CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$7200.05%6,783CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$7200.05%17,119CommonSOLE
646025106NJRNEW JERSEY RES CORP$7180.05%15,208CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$7170.05%8,050CommonSOLE
800422107JBSSSANFILIPPO JOHN B & SON INC$7150.05%7,578CommonSOLE
46817M107JXNJACKSON FINANCIAL INC$7150.05%7,837CommonSOLE
Y1771G102CMRECOSTAMARE INC$7150.05%45,491CommonSOLE
29977A105EVREVERCORE INC$7120.05%2,811CommonSOLE
64110L106NFLXNETFLIX INC$7090.05%999CommonSOLE
927959106VNOMUSDVIPER ENERGY INC$7060.05%15,653CommonSOLE
91913Y100VLOVALERO ENERGY CORP$7040.04%5,211CommonSOLE
256163106DOCUDOCUSIGN INC$7020.04%11,305CommonSOLE
05964H105SANBANCO SANTANDER S.A.$6860.04%134,491CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$6790.04%8,463CommonSOLE
440327104HMNHORACE MANN EDUCATORS CORP N$6740.04%19,271CommonSOLE
30231G102XOMEXXON MOBIL CORP$6720.04%5,729CommonSOLE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$6700.04%18,381CommonSOLE
443573100HUBSHUBSPOT INC$6690.04%1,258CommonSOLE
N00985106AERAERCAP HOLDINGS NV$6670.04%7,047CommonSOLE
30161Q104EXELEXELIXIS INC$6640.04%25,583CommonSOLE
034164103ANDEANDERSONS INC$6560.04%13,088CommonSOLE
21871X109CRBGCOREBRIDGE FINL INC$6490.04%22,248CommonSOLE
G6331P104AOSLALPHA & OMEGA SEMICONDUCTOR$6450.04%17,374CommonSOLE
448947507IDTIDT CORP$6370.04%16,678CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$6370.04%3,885CommonSOLE
136375102CNICANADIAN NATL RY CO$6360.04%5,425CommonSOLE
49427F108KRCKILROY RLTY CORP$6320.04%16,322CommonSOLE
882508104TXNTEXAS INSTRS INC$6320.04%3,059CommonSOLE
422819102HSIHEIDRICK & STRUGGLES INTL IN$6310.04%16,230CommonSOLE
833034101SNASNAP ON INC$6240.04%2,154CommonSOLE
127097103CTRACOTERRA ENERGY INC$6210.04%25,925CommonSOLE
85208R101CEFSPROTT PHYSICAL GOLD & SILVE$6120.04%25,004CommonSOLE
600551204MLRMILLER INDS INC TENN$6110.04%10,020CommonSOLE
244199105DEDEERE & CO$6070.04%1,455CommonSOLE
896288107TNETTRINET GROUP INC$6050.04%6,236CommonSOLE
70932M107PFSIPENNYMAC FINL SVCS INC NEW$6050.04%5,305CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$5960.04%518CommonSOLE
03076C106AMPAMERIPRISE FINL INC$5900.04%1,257CommonSOLE
053332102AZOAUTOZONE INC$5890.04%187CommonSOLE
91359V107UVEUNIVERSAL INS HLDGS INC$5880.04%26,556CommonSOLE
87266M107TRTXTPG RE FIN TR INC$5850.04%68,596CommonSOLE
17133Q502CHTCHUNGHWA TELECOM CO LTD$5770.04%14,552CommonSOLE
525558201LMATLEMAITRE VASCULAR INC$5750.04%6,192CommonSOLE
40415F101HDBHDFC BANK LTD$5620.04%8,989CommonSOLE
921946885VWOBVANGUARD WHITEHALL FDS$5560.04%8,375CommonSOLE
42225T107HCATHEALTH CATALYST INC$5420.03%66,544CommonSOLE
830879102SKYWSKYWEST INC$5390.03%6,335CommonSOLE
46432F834IXUSISHARES TR$5270.03%7,256CommonSOLE
00108J109ACMRACM RESH INC$5250.03%25,878CommonSOLE
46428Q109SLVISHARES SILVER TR$5200.03%18,299CommonSOLE
464288414MUBISHARES TR$5190.03%4,779CommonSOLE
92839U206VCVISTEON CORP$5180.03%5,442CommonSOLE
540424108LLOEWS CORP$5170.03%6,543CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$5150.03%10,752CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$5140.03%6,581CommonSOLE
14020G101CGGRCAPITAL GROUP GROWTH ETF$5130.03%14,743CommonSOLE
92206C771VMBSVANGUARD SCOTTSDALE FDS$5110.03%10,818CommonSOLE
070830104BBWIBATH & BODY WORKS INC$5040.03%15,783CommonSOLE
74164F103PRIMPRIMORIS SVCS CORP$5010.03%8,634CommonSOLE
29414B104EPAMEPAM SYS INC$4960.03%2,493CommonSOLE
548661107LOWLOWES COS INC$4790.03%1,767CommonSOLE
077347300BELFBBEL FUSE INC$4790.03%6,095CommonSOLE
22284P105CVLGCOVENANT LOGISTICS GROUP INC$4730.03%8,961CommonSOLE
922908744VTVVANGUARD INDEX FDS$4720.03%2,702CommonSOLE
78454L100SMSM ENERGY CO$4710.03%11,773CommonSOLE
383082104GRCGORMAN RUPP CO$4700.03%12,058CommonSOLE
91851C201EGYVAALCO ENERGY INC$4690.03%81,655CommonSOLE
002824100ABTABBOTT LABS$4680.03%4,103CommonSOLE
94724R108WEAVWEAVE COMMUNICATIONS INC$4600.03%35,965CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$4590.03%2,078CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$4550.03%1,319CommonSOLE
12572Q105CMECME GROUP INC$4540.03%2,057CommonSOLE
808524870SCHPSCHWAB STRATEGIC TR$4480.03%8,355CommonSOLE
38526M106LOPEGRAND CANYON ED INC$4390.03%3,097CommonSOLE
68389X105ORCLORACLE CORP$4360.03%2,557CommonSOLE
G39637205GOGLGOLDEN OCEAN GROUP LTD$4360.03%32,617CommonSOLE
92206C706VGITVANGUARD SCOTTSDALE FDS$4330.03%7,161CommonSOLE
10922N103BHFBRIGHTHOUSE FINL INC$4300.03%9,540CommonSOLE
894164102TNLTRAVEL PLUS LEISURE CO$4280.03%9,282CommonSOLE
717081103PFEPFIZER INC$4280.03%14,791CommonSOLE
65341D102NXRTNEXPOINT RESIDENTIAL TR INC$4270.03%9,697CommonSOLE
76118Y104REZIRESIDEO TECHNOLOGIES INC$4200.03%20,867CommonSOLE
37045V100GMGENERAL MTRS CO$4190.03%9,336CommonSOLE
46429B689EFAVISHARES TR$4190.03%5,462CommonSOLE
896522109TRNTRINITY INDS INC$4190.03%12,023CommonSOLE
H1467J104CBCHUBB LIMITED$4170.03%1,447CommonSOLE
78349D107RXSTRXSIGHT INC$4170.03%8,437CommonSOLE
12326C105BFSTBUSINESS FIRST BANCSHARES IN$4050.03%15,793CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$4050.03%11,214CommonSOLE
651639106NEMNEWMONT CORP$4040.03%7,565CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$4020.03%4,794CommonSOLE
74348T102PSECPROSPECT CAP CORP$4010.03%75,000CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$3970.03%4,928CommonSOLE
78409V104SPGIS&P GLOBAL INC$3930.03%760CommonSOLE
024013104AATAMERICAN ASSETS TR INC$3900.02%14,611CommonSOLE
53656F151TUGLISTED FD TR$3880.02%11,588CommonSOLE
317585404FISIFINANCIAL INSTNS INC$3840.02%15,060CommonSOLE
57638P104MBCMASTERBRAND INC$3780.02%20,378CommonSOLE
718546104PSXPHILLIPS 66$3710.02%2,821CommonSOLE
30161N101EXCEXELON CORP$3670.02%9,041CommonSOLE
46266A109IRMDIRADIMED CORP$3650.02%7,258CommonSOLE
449172105HYHYSTER-YALE INC$3620.02%5,678CommonSOLE
345370860FFORD MTR CO$3550.02%33,589CommonSOLE
51509P103LSEALANDSEA HOMES CORP$3500.02%28,301CommonSOLE
740444104PLPCPREFORMED LINE PRODS CO$3450.02%2,693CommonSOLE
988498101YUMYUM BRANDS INC$3440.02%2,462CommonSOLE
453838609IBCPINDEPENDENT BK CORP MICH$3440.02%10,318CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$3420.02%1,535CommonSOLE
774515100RCKYROCKY BRANDS INC$3410.02%10,708CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$3340.02%1,402CommonSOLE
464287879IJSISHARES TR$3320.02%3,085CommonSOLE
19247L106RQICOHEN & STEERS QUALITY INCOM$3300.02%23,300CommonSOLE
591774104MCBMETROPOLITAN BK HLDG CORP$3280.02%6,238CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$3270.02%1,246CommonSOLE
949746101WMT2WELLS FARGO CO NEW$3180.02%5,630CommonSOLE
46138G649QQQMINVESCO EXCH TRADED FD TR II$3180.02%1,582CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$3170.02%2,142CommonSOLE
87612E106TGTTARGET CORP$3140.02%2,014CommonSOLE
902973304USBUS BANCORP DEL$3090.02%6,752CommonSOLE
92557A101DSPVIANT TECHNOLOGY INC$3070.02%27,736CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$3060.02%623CommonSOLE
95040Q104WELLWELLTOWER INC$3020.02%2,359CommonSOLE
16359R103CHECHEMED CORP NEW$3000.02%500CommonSOLE
464285204IAUISHARES GOLD TR$3000.02%6,033CommonSOLE
693506107PPGPPG INDS INC$2990.02%2,258CommonSOLE
03073E105CORCENCORA INC$2970.02%1,321CommonSOLE
817070501SENEASENECA FOODS CORP NEW$2820.02%4,520CommonSOLE
29444U700EQIXEQUINIX INC$2810.02%317CommonSOLE
824889109SCVLSHOE CARNIVAL INC$2770.02%6,308CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$2740.02%443CommonSOLE
87357P100TCMDTACTILE SYS TECHNOLOGY INC$2730.02%18,710CommonSOLE
78464A490WIPSPDR SER TR$2730.02%6,787CommonSOLE
002474104AZZAZZ INC$2720.02%3,289CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$2710.02%1,185CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$2710.02%2,303CommonSOLE
922908637VVVANGUARD INDEX FDS$2700.02%1,025CommonSOLE
464288281EMBISHARES TR$2680.02%2,865CommonSOLE
89055F103BLDTOPBUILD CORP$2680.02%660CommonSOLE
78468R853SPSMSPDR SER TR$2670.02%5,866CommonSOLE
464287671IUSGISHARES TR$2660.02%2,017CommonSOLE
147528103CASYCASEYS GEN STORES INC$2640.02%702CommonSOLE
235851102DHRDANAHER CORPORATION$2640.02%951CommonSOLE
199333105CMCOCOLUMBUS MCKINNON CORP N Y$2630.02%7,309CommonSOLE
667746101NWPXNORTHWEST PIPE CO$2620.02%5,812CommonSOLE
74727A104QCRHQCR HOLDINGS INC$2610.02%3,526CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$2600.02%3,226CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$2600.02%925CommonSOLE
69753M105PLMRPALOMAR HLDGS INC$2600.02%2,751CommonSOLE
70805E109PNTGPENNANT GROUP INC$2540.02%7,119CommonSOLE
482480100KLACKLA CORP$2530.02%327CommonSOLE
M3760D101ESLTELBIT SYS LTD$2510.02%1,256CommonSOLE
46434V621DGROISHARES TR$2510.02%4,004CommonSOLE
745867101PHMPULTE GROUP INC$2510.02%1,751CommonSOLE
597742105MSBIMIDLAND STATES BANCORP INC$2510.02%11,224CommonSOLE
92663R105VMDVIEMED HEALTHCARE INC$2490.02%33,973CommonSOLE
02553E106AEOAMERICAN EAGLE OUTFITTERS IN$2490.02%11,129CommonSOLE
374689107ROCKGIBRALTAR INDS INC$2470.02%3,535CommonSOLE
097023105BABOEING CO$2450.02%1,613CommonSOLE
337738108FISVFISERV INC$2440.02%1,358CommonSOLE
384802104GWWGRAINGER W W INC$2400.02%231CommonSOLE
09260D107BXBLACKSTONE INC$2390.02%1,560CommonSOLE
G3398L118PLGOFIDELIS INSURANCE HOLDINGS L$2380.02%13,161CommonSOLE
16208T102CLDTCHATHAM LODGING TR$2380.02%27,974CommonSOLE
76665T102REPXRILEY EXPLORATION PERMIAN IN$2360.02%8,899CommonSOLE
08579X101BRYBERRY CORP$2340.01%45,453CommonSOLE
00773T101ASIXADVANSIX INC$2330.01%7,668CommonSOLE
74967R106RMRRMR GROUP INC$2320.01%9,145CommonSOLE
09062W204BLFSBIOLIFE SOLUTIONS INC$2280.01%9,118CommonSOLE
29358P101ENSGENSIGN GROUP INC$2280.01%1,584CommonSOLE
281020107EIXEDISON INTL$2260.01%2,590CommonSOLE
172908105CTASCINTAS CORP$2240.01%1,085CommonSOLE
56585A102MPCMARATHON PETE CORP$2240.01%1,377CommonSOLE
68213N109OMCLOMNICELL COM$2210.01%5,075CommonSOLE
650111107NYTNEW YORK TIMES CO$2200.01%3,943CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$2190.01%1,573CommonSOLE
922908595VBKVANGUARD INDEX FDS$2190.01%818CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$2180.01%236CommonSOLE
381430529GBILGOLDMAN SACHS ETF TR$2180.01%2,175CommonSOLE
704326107PAYXPAYCHEX INC$2180.01%1,623CommonSOLE
14021D107CGBLCAPITAL GROUP CORE BALANCED$2090.01%6,744CommonSOLE
75902K106RMREGIONAL MGMT CORP$2090.01%6,392CommonSOLE
009066101ABNBAIRBNB INC$2090.01%1,417CommonSOLE
705015105PSOPEARSON PLC$2080.01%15,344CommonSOLE
231021106CMICUMMINS INC$2060.01%636CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$2020.01%1,174CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$2020.01%1,019CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$1970.01%11,211CommonSOLE
81686C104628SEMRUSH HLDGS INC$1830.01%11,664CommonSOLE
389930108BTCGBPGRAYSCALE BITCOIN MINI TR BT$1540.01%27,396CommonSOLE
56400P706MNKDMANNKIND CORP$870.01%13,901CommonSOLE
00165C302AMCAMC ENTMT HLDGS INC$520.00%11,445CommonSOLE

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.