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BFSG, LLC

Q2 2025 · 13F-HR

BFSG, LLCholdings as filed

Filed 2025-07-15 · accession 0001706836-25-000005

$893.9M
Reported value
671
Positions
2025-06-30
Period end
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Holdings as filed

First 500 of 671

CUSIPTickerIssuerValue% port.SharesClassVoting
922908769VTIVANGUARD INDEX FDS$34.9M3.90%114,807CommonNONE
594918104MSFTMICROSOFT CORP$28.6M3.20%57,441CommonNONE
67066G104NVDANVIDIA CORPORATION$28.0M3.14%177,533CommonNONE
464285204IAUISHARES GOLD TR$23.3M2.60%372,940CommonNONE
037833100AAPLAPPLE INC$17.5M1.96%85,418CommonNONE
651639106NEMNEWMONT CORP$16.4M1.83%281,460CommonNONE
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921937835BNDVANGUARD BD INDEX FDS$15.9M1.78%215,883CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$15.7M1.75%171,910CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$15.1M1.69%24,423CommonNONE
75513E101RTXRTX CORPORATION$13.8M1.54%94,266CommonNONE
25434V732DFEMDIMENSIONAL ETF TRUST$12.8M1.43%430,970CommonNONE
78463V107GLDSPDR GOLD TR$12.8M1.43%41,829CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$10.7M1.20%211,196CommonNONE
023135106AMZNAMAZON COM INC$10.4M1.16%47,291CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$10.3M1.15%208,411CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$10.2M1.14%106,368CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$10.0M1.12%10,110CommonNONE
02079K107GOOGALPHABET INC$9.5M1.06%53,427CommonNONE
92204A306VDEVANGUARD WORLD FD$9.3M1.05%78,428CommonNONE
126408103CSXCSX CORP$9.3M1.04%284,411CommonNONE
032095101APHAMPHENOL CORP NEW$9.2M1.03%93,142CommonNONE
808524870SCHPSCHWAB STRATEGIC TR$8.5M0.95%319,315CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$8.3M0.93%107,113CommonNONE
65473P105NINISOURCE INC$8.2M0.91%202,290CommonNONE
670100205NVONOVO-NORDISK A S$8.1M0.91%117,450CommonNONE
00206R102TAT&T INC$8.1M0.91%279,639CommonNONE
921909768VXUSVANGUARD STAR FDS$7.7M0.87%112,068CommonNONE
655844108NSCNORFOLK SOUTHN CORP$7.7M0.87%30,243CommonNONE
194162103CLCOLGATE PALMOLIVE CO$7.6M0.85%83,641CommonNONE
835699307SONYSONY GROUP CORP$7.5M0.84%287,448CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$7.4M0.82%25,436CommonNONE
89151E109TTENTOTALENERGIES SE$7.3M0.82%118,925CommonNONE
30231G102XOMEXXON MOBIL CORP$7.1M0.80%65,933CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$6.8M0.76%49,770CommonNONE
872540109TJXTJX COS INC NEW$6.7M0.74%53,869CommonNONE
842587107SOSOUTHERN CO$6.6M0.74%72,229CommonNONE
57636Q104MAMASTERCARD INCORPORATED$6.2M0.69%11,038CommonNONE
316092352FBCGFIDELITY COVINGTON TRUST$6.2M0.69%127,860CommonNONE
369550108GDGENERAL DYNAMICS CORP$6.2M0.69%21,126CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$6.1M0.69%27,100CommonNONE
025816109AXPAMERICAN EXPRESS CO$6.0M0.68%18,949CommonNONE
48242W106KBRKBR INC$6.0M0.67%125,658CommonNONE
254687106DISDISNEY WALT CO$6.0M0.67%48,111CommonNONE
890516107TRTOOTSIE ROLL INDS INC$5.9M0.66%176,413CommonNONE
65339F101NEENEXTERA ENERGY INC$5.8M0.65%84,195CommonNONE
G54950103LINLINDE PLC$5.8M0.65%12,320CommonNONE
464287200IVVISHARES TR$5.8M0.65%9,305CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$5.7M0.63%18,906CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$5.6M0.63%17,597CommonNONE
931142103WMTWALMART INC$5.6M0.63%57,427CommonNONE
437076102HDHOME DEPOT INC$5.5M0.61%14,945CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$5.5M0.61%176,208CommonNONE
922908363VOOVANGUARD INDEX FDS$5.4M0.61%9,583CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$5.2M0.59%120,970CommonNONE
52468L505LVHILEGG MASON ETF INVT$5.1M0.57%155,898CommonNONE
624758108MWAMUELLER WTR PRODS INC$4.9M0.54%202,437CommonNONE
962166104WYWEYERHAEUSER CO MTN BE$4.7M0.53%184,565CommonNONE
464288679SHVISHARES TR$4.7M0.52%42,360CommonNONE
46434V456IQLTISHARES TR$4.6M0.52%107,584CommonNONE
49271V100KDPKEURIG DR PEPPER INC$4.5M0.51%137,377CommonNONE
761152107RMDRESMED INC$4.5M0.51%17,556CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$4.5M0.50%17,783CommonNONE
717081103PFEPFIZER INC$4.5M0.50%185,704CommonNONE
075887109BDXBECTON DICKINSON & CO$4.5M0.50%26,071CommonNONE
863667101SYKSTRYKER CORPORATION$4.4M0.49%11,155CommonNONE
808524839SCHZSCHWAB STRATEGIC TR$4.4M0.49%187,326CommonNONE
M3760D101ESLTELBIT SYS LTD$4.3M0.48%9,513CommonNONE
00287Y109ABBVABBVIE INC$4.3M0.48%23,027CommonNONE
921937827BSVVANGUARD BD INDEX FDS$4.2M0.47%53,156CommonNONE
697435105PANWPALO ALTO NETWORKS INC$4.0M0.45%19,711CommonNONE
742718109PGPROCTER AND GAMBLE CO$4.0M0.45%25,083CommonNONE
922908652VXFVANGUARD INDEX FDS$4.0M0.45%20,648CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$4.0M0.44%149,416CommonNONE
615394202MOG/AMOOG INC$4.0M0.44%21,858CommonNONE
478160104JNJJOHNSON & JOHNSON$4.0M0.44%25,876CommonNONE
744320102PRUPRUDENTIAL FINL INC$3.9M0.44%36,734CommonNONE
580135101MCDMCDONALDS CORP$3.9M0.44%13,335CommonNONE
031162100AMGNAMGEN INC$3.8M0.43%13,730CommonNONE
374689107ROCKGIBRALTAR INDS INC$3.8M0.43%64,420CommonNONE
737630103PCHPOTLATCHDELTIC CORPORATION$3.8M0.42%98,711CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$3.7M0.41%27,109CommonNONE
929160109VMCVULCAN MATLS CO$3.6M0.40%13,735CommonNONE
94106L109WMWASTE MGMT INC DEL$3.6M0.40%15,570CommonNONE
25434V666DFLVDIMENSIONAL ETF TRUST$3.5M0.39%113,077CommonNONE
14888U101CPRXCATALYST PHARMACEUTICALS INC$3.5M0.39%161,621CommonNONE
697900108PAASPAN AMERN SILVER CORP$3.4M0.38%120,351CommonNONE
756109104OREALTY INCOME CORP$3.3M0.37%57,854CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$3.3M0.37%62,493CommonNONE
H2927K103AMRZAMRIZE LTD$3.3M0.36%65,677CommonNONE
723484101PNWPINNACLE WEST CAP CORP$3.2M0.36%35,925CommonNONE
88160R101TSLATESLA INC$3.1M0.35%9,840CommonNONE
464287887IJTISHARES TR$3.1M0.35%23,249CommonNONE
46435U218SUSLISHARES TR$3.1M0.34%28,416CommonNONE
46137V472XMHQINVESCO EXCHANGE TRADED FD T$3.1M0.34%31,232CommonNONE
G25508105CRHCRH PLC$3.1M0.34%33,374CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$3.0M0.34%104,211CommonNONE
166764100CVXCHEVRON CORP NEW$2.9M0.32%20,229CommonNONE
58933Y105MRKMERCK & CO INC$2.9M0.32%36,592CommonNONE
46428Q109SLVISHARES SILVER TR$2.9M0.32%87,232CommonNONE
311900104FASTFASTENAL CO$2.8M0.32%67,620CommonNONE
464287457SHYISHARES TR$2.8M0.31%33,813CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$2.8M0.31%49,477CommonNONE
03076C106AMPAMERIPRISE FINL INC$2.7M0.31%5,126CommonNONE
N07059210ASMLASML HOLDING N V$2.7M0.31%3,404CommonNONE
921910725VSGXVANGUARD WORLD FD$2.7M0.30%41,322CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$2.7M0.30%18,018CommonNONE
882681109TXRHTEXAS ROADHOUSE INC$2.6M0.30%14,116CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$2.6M0.30%50,075CommonNONE
921946810VIGIVANGUARD WHITEHALL FDS$2.5M0.28%28,243CommonNONE
532457108LLYELI LILLY & CO$2.5M0.28%3,188CommonNONE
776696106ROPROPER TECHNOLOGIES INC$2.5M0.28%4,382CommonNONE
92206C573VTCVANGUARD SCOTTSDALE FDS$2.4M0.27%31,297CommonNONE
46137V282RSPTINVESCO EXCHANGE TRADED FD T$2.4M0.27%58,878CommonNONE
539830109LMTLOCKHEED MARTIN CORP$2.3M0.25%4,889CommonNONE
46641Q654JMSTJ P MORGAN EXCHANGE TRADED F$2.2M0.25%43,280CommonNONE
390607109GLDDGREAT LAKES DREDGE & DOCK CO$2.2M0.25%179,977CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$2.2M0.24%43,517CommonNONE
52472M101LEGHLEGACY HOUSING CORP$2.0M0.23%89,957CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$2.0M0.22%21,321CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$2.0M0.22%3,593CommonNONE
13321L108CCJCAMECO CORP$1.9M0.21%25,310CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$1.9M0.21%17,164CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$1.9M0.21%8,546CommonNONE
02079K305GOOGLALPHABET INC$1.8M0.21%10,428CommonNONE
001084102AGCOAGCO CORP$1.8M0.20%17,479CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$1.8M0.20%156,906CommonNONE
049560105ATOATMOS ENERGY CORP$1.8M0.20%11,657CommonNONE
653656108NICENICE LTD$1.8M0.20%10,487CommonNONE
713448108PEPPEPSICO INC$1.7M0.19%12,716CommonNONE
30303M102METAMETA PLATFORMS INC$1.6M0.18%2,233CommonNONE
754907103RYNRAYONIER INC$1.6M0.18%72,271CommonNONE
33939L605TDTFFLEXSHARES TR$1.6M0.18%66,275CommonNONE
46435G672IAGGISHARES TR$1.6M0.18%30,835CommonNONE
M2682V108CYBRCYBERARK SOFTWARE LTD$1.6M0.18%3,869CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$1.5M0.17%53,968CommonNONE
136375102CNICANADIAN NATL RY CO$1.5M0.17%14,353CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$1.4M0.16%17,740CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$1.4M0.16%12,154CommonNONE
499049104KNXKNIGHT-SWIFT TRANSN HLDGS IN$1.4M0.16%32,099CommonNONE
064058100BKBANK NEW YORK MELLON CORP$1.4M0.15%15,172CommonNONE
67077M108NTRNUTRIEN LTD$1.4M0.15%23,481CommonNONE
17275R102CSCOCISCO SYS INC$1.3M0.15%19,354CommonNONE
46090E103QQQINVESCO QQQ TR$1.3M0.15%2,364CommonNONE
950810101WSBCWESBANCO INC$1.3M0.14%40,387CommonNONE
872590104TMUST-MOBILE US INC$1.2M0.14%5,228CommonNONE
64110L106NFLXNETFLIX INC$1.2M0.14%918CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$1.2M0.14%11,764CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$1.2M0.13%48,441CommonNONE
36828A101GEVGE VERNOVA INC$1.2M0.13%2,208CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$1.1M0.13%14,275CommonNONE
946784105WAYWAYSTAR HLDG CORP$1.1M0.12%27,287CommonNONE
452308109ITWILLINOIS TOOL WKS INC$1.1M0.12%4,485CommonNONE
46436E619EUSBISHARES TR$1.1M0.12%25,365CommonNONE
58155Q103MCKMCKESSON CORP$1.1M0.12%1,471CommonNONE
81762P102NOWSERVICENOW INC$1.1M0.12%1,022CommonNONE
58733R102MELIMERCADOLIBRE INC$1.0M0.12%398CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$983,7920.11%44,515CommonNONE
303250104FICOFAIR ISAAC CORP$980,9200.11%537CommonNONE
87422Q109TLNTALEN ENERGY CORP$980,8000.11%3,373CommonNONE
72147K108PPCPILGRIMS PRIDE CORP$971,6580.11%21,602CommonNONE
290876101EMAEMERA INC$968,2690.11%21,132CommonNONE
443628102HBMHUDBAY MINERALS INC$948,5420.11%89,401CommonNONE
760759100RSGREPUBLIC SVCS INC$942,0510.11%3,820CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$931,4140.10%11,406CommonNONE
025072281AVSUAMERICAN CENTY ETF TR$927,7470.10%13,524CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$914,8260.10%33,062CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$868,8800.10%9,895CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$839,6880.09%4,103CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$784,7380.09%7,306CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$759,2200.08%8,952CommonNONE
49456B101KMIKINDER MORGAN INC DEL$756,0980.08%25,718CommonNONE
907818108UNPUNION PAC CORP$637,7820.07%2,772CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$633,6120.07%2,031CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$624,8910.07%4,688CommonNONE
69351T106PPLPPL CORP$612,7660.07%18,081CommonNONE
438516106HONHONEYWELL INTL INC$600,1320.07%2,577CommonNONE
464287226AGGISHARES TR$599,3670.07%6,042CommonNONE
922908553VNQVANGUARD INDEX FDS$594,6320.07%6,677CommonNONE
00776X109ALMUAELUMA INC$574,6200.06%35,102CommonNONE
501889208LKQLKQ CORP$538,0880.06%14,539CommonNONE
G8192H106SPNTSIRIUSPOINT LTD$527,0000.06%25,846CommonNONE
97717X594IHDGWISDOMTREE TR$514,2460.06%11,415CommonNONE
205887102CAGCONAGRA BRANDS INC$503,0230.06%24,574CommonNONE
464287614IWFISHARES TR$487,8430.05%1,149CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$485,6850.05%6,210CommonNONE
78464A474SPSBSPDR SERIES TRUST$462,7830.05%15,329CommonNONE
055622104BPBP PLC$460,2950.05%15,379CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$443,8490.05%1,659CommonNONE
464287879IJSISHARES TR$405,4460.05%4,075CommonNONE
G0403H108AONAON PLC$404,2100.05%1,133CommonNONE
040413205ANETARISTA NETWORKS INC$391,0290.04%3,822CommonNONE
670837103OGEOGE ENERGY CORP$388,4140.04%8,752CommonNONE
013091103ACIALBERTSONS COS INC$388,0410.04%18,040CommonNONE
28414H103ELANELANCO ANIMAL HEALTH INC$385,1750.04%26,973CommonNONE
281020107EIXEDISON INTL$383,7090.04%7,436CommonNONE
14316J108CGCARLYLE GROUP INC$377,5330.04%7,345CommonNONE
84857L101SRSPIRE INC$373,1980.04%5,113CommonNONE
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403949100DINOHF SINCLAIR CORP$366,8860.04%8,931CommonNONE
922475108VEEVVEEVA SYS INC$365,7350.04%1,270CommonNONE
12685J105CABOCABLE ONE INC$358,1310.04%2,637CommonNONE
20030N101CMCSACOMCAST CORP NEW$350,1910.04%9,812CommonNONE
67098H104OIO-I GLASS INC$339,1680.04%23,010CommonNONE
679295105OKTAOKTA INC$336,4000.04%3,365CommonNONE
857477103STTSTATE STR CORP$336,3540.04%3,163CommonNONE
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464288661IEIISHARES TR$324,4020.04%2,724CommonNONE
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237266101DARDARLING INGREDIENTS INC$317,5580.04%8,370CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$311,9840.03%1,717CommonNONE
13057Q305CRCCALIFORNIA RES CORP$311,4700.03%6,820CommonNONE
47233W109JEFJEFFERIES FINL GROUP INC$311,3940.03%5,694CommonNONE
91913Y100VLOVALERO ENERGY CORP$310,9140.03%2,313CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$310,3060.03%5,443CommonNONE
62886E108VYXNCR VOYIX CORPORATION$309,4970.03%26,385CommonNONE
02081G201ATECALPHATEC HLDGS INC$306,4160.03%27,605CommonNONE
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780087102RYROYAL BK CDA$302,0390.03%2,296CommonNONE
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015857105AQNALGONQUIN PWR UTILS CORP$284,2660.03%49,610CommonNONE
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718172109PMPHILIP MORRIS INTL INC$271,7380.03%1,492CommonNONE
835495102SONSONOCO PRODS CO$271,4230.03%6,231CommonNONE
649445400FLGFLAGSTAR FINANCIAL INC$268,7740.03%25,356CommonNONE
13765N107CNNECANNAE HLDGS INC$267,4020.03%12,825CommonNONE
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68622V106OGNORGANON & CO$228,5450.03%23,610CommonNONE
02005N100ALLYALLY FINL INC$226,6890.03%5,820CommonNONE
500754106KHCKRAFT HEINZ CO$225,9770.03%8,752CommonNONE
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37940X102GPNGLOBAL PMTS INC$224,1120.03%2,800CommonNONE
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59156R108METMETLIFE INC$221,4300.02%2,753CommonNONE
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829933100SIRISIRIUSXM HOLDINGS INC$219,2490.02%9,545CommonNONE
33833Q106FPHFIVE POINT HOLDINGS LLC$210,6230.02%38,295CommonNONE
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67401P405OCSLOAKTREE SPECIALTY LENDING CO$184,0690.02%13,475CommonNONE
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05352A100AVTRAVANTOR INC$147,0510.02%10,925CommonNONE
78468R739SHMSPDR SERIES TRUST$146,6470.02%3,066CommonNONE
G39637205GOGLGOLDEN OCEAN GROUP LTD$146,4000.02%20,000CommonNONE
G6964L206PSFEPAYSAFE LIMITED$146,2030.02%11,585CommonNONE
G65431127NENOBLE CORP PLC$146,0250.02%5,500CommonNONE
46432F859ISTBISHARES TR$144,8320.02%2,977CommonNONE
709789101PEBOPEOPLES BANCORP INC$143,7520.02%4,707CommonNONE
10949T109BRSPBRIGHTSPIRE CAPITAL INC$143,4710.02%28,410CommonNONE
60871R209TAPMOLSON COORS BEVERAGE CO$140,3300.02%2,918CommonNONE
82620P102BSRRSIERRA BANCORP$138,8010.02%4,675CommonNONE
G42706104HGHAMILTON INSURANCE GROUP LTD$138,3250.02%6,398CommonNONE
10258P102LUCKLUCKY STRIKE ENTERTAINMENT C$137,0420.02%15,010CommonNONE
68554V108OSURORASURE TECHNOLOGIES INC$137,0400.02%45,680CommonNONE
866674104SUISUN CMNTYS INC$135,9770.02%1,075CommonNONE
316188309FBNDFIDELITY MERRIMACK STR TR$135,3290.02%2,958CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$133,2230.01%1,663CommonNONE
808524607SCHASCHWAB STRATEGIC TR$131,4890.01%5,197CommonNONE
25434V807DFIVDIMENSIONAL ETF TRUST$131,2600.01%3,065CommonNONE
464288158SUBISHARES TR$130,5860.01%1,228CommonNONE
G29183103ETNEATON CORP PLC$128,5170.01%360CommonNONE
494368103KMBKIMBERLY-CLARK CORP$126,2130.01%979CommonNONE
92826C839VVISA INC$125,4150.01%353CommonNONE
98149E303GLDMWORLD GOLD TR$122,9820.01%1,877CommonNONE
879433829TDSTELEPHONE & DATA SYS INC$122,2890.01%3,437CommonNONE
46432F339QUALISHARES TR$120,2960.01%658CommonNONE
G4095J109GLREGREENLIGHT CAPITAL RE LTD$119,9900.01%8,350CommonNONE
71363P106PRDOPERDOCEO ED CORP$119,9400.01%3,669CommonNONE
397624107GEFGREIF INC$119,5820.01%1,840CommonNONE
29430C102VSTSVESTIS CORPORATION$117,5230.01%20,510CommonNONE
567908108HZOMARINEMAX INC$115,4690.01%4,593CommonNONE
25434V500DFASDIMENSIONAL ETF TRUST$114,4240.01%1,796CommonNONE
042068205ARMARM HOLDINGS PLC$113,2180.01%700CommonNONE
149123101CATCATERPILLAR INC$112,5810.01%290CommonNONE
G61188101LBTYALIBERTY GLOBAL LTD$110,4110.01%11,030CommonNONE
35471R106FSPFRANKLIN STR PPTYS CORP$108,2900.01%66,030CommonNONE
895436103TYTRI CONTL CORP$107,8340.01%3,406CommonNONE
680033107ONBOLD NATL BANCORP IND$106,1670.01%4,975CommonNONE
375558103GILDGILEAD SCIENCES INC$104,3290.01%941CommonNONE
780259305SHELSHELL PLC$102,3060.01%1,453CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$101,4250.01%1,657CommonNONE
840441109SSBUSDSOUTHSTATE CORPORATION$101,2330.01%1,100CommonNONE
Y41053102INSWINTERNATIONAL SEAWAYS INC$101,2320.01%2,775CommonNONE
45782N108INSEINSPIRED ENTMT INC$100,4910.01%12,300CommonNONE
H1467J104CBCHUBB LIMITED$99,9540.01%345CommonNONE
72346Q104PINNACLE FINL PARTNERS INC$98,8170.01%895CommonNONE
79466L302CRMSALESFORCE INC$98,7400.01%362CommonNONE
88033G407THCTENET HEALTHCARE CORP$98,7360.01%561CommonNONE
74348A467NOBLPROSHARES TR$98,3840.01%977CommonNONE
781846209RUSHARUSH ENTERPRISES INC$96,9940.01%1,883CommonNONE
525327102LDOSLEIDOS HOLDINGS INC$95,4450.01%605CommonNONE
548661107LOWLOWES COS INC$92,9060.01%419CommonNONE
02209S103MOALTRIA GROUP INC$92,3430.01%1,575CommonNONE
98421M106XRXXEROX HOLDINGS CORP$92,3050.01%17,515CommonNONE
381430503GSLCGOLDMAN SACHS ETF TR$92,2490.01%760CommonNONE
45073V108ITTITT INC$91,1190.01%581CommonNONE
922908611VBRVANGUARD INDEX FDS$89,6020.01%459CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$87,3570.01%3,666CommonNONE
060505104BACBANK AMERICA CORP$86,2180.01%1,822CommonNONE
11135F101AVGOBROADCOM INC$85,4980.01%310CommonNONE
163851108CCCHEMOURS CO$85,3600.01%7,455CommonNONE
Y7542C130STNGSCORPIO TANKERS INC$84,6780.01%2,164CommonNONE
66987V109NVSNOVARTIS AG$83,0130.01%686CommonNONE
22822V101CCICROWN CASTLE INC$82,1840.01%800CommonNONE
009158106APDAIR PRODS & CHEMS INC$81,7980.01%290CommonNONE
101044105BOCBOSTON OMAHA CORP$81,3620.01%5,795CommonNONE
09290D101BLKBLACKROCK INC$80,7930.01%77CommonNONE
203937107CWBCCOMMUNITY WEST BANCSHARES NE$79,8350.01%4,092CommonNONE
617446448MSMORGAN STANLEY$78,8820.01%560CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$77,9250.01%153CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$77,5580.01%2,164CommonNONE
464287440IEFISHARES TR$77,3830.01%808CommonNONE
313745101FRTFEDERAL RLTY INVT TR NEW$77,3220.01%814CommonNONE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$77,1960.01%910CommonNONE
46435G516ESGDISHARES TR$76,5510.01%858CommonNONE
781846308RUSHBRUSH ENTERPRISES INC$75,2570.01%1,434CommonNONE
29670G102WTRGESSENTIAL UTILS INC$75,0980.01%2,022CommonNONE
56501R106MFCMANULIFE FINL CORP$74,7550.01%2,339CommonNONE
Y0207T100ASCARDMORE SHIPPING CORP$72,7680.01%7,580CommonNONE
071734107BHCBAUSCH HEALTH COS INC$72,5610.01%10,895CommonNONE
09260D107BXBLACKSTONE INC$71,6490.01%479CommonNONE
464287234EEMISHARES TR$70,7690.01%1,467CommonNONE
464287465EFAISHARES TR$68,3840.01%765CommonNONE
68629Y103ONLORION PROPERTIES INC$68,2240.01%32,030CommonNONE
69478X105LF2PACIFIC PREMIER BANCORP$67,7200.01%3,211CommonNONE
23331A109DHID R HORTON INC$67,2970.01%522CommonNONE
G5960L103MDTMEDTRONIC PLC$67,2960.01%772CommonNONE
46432F396MTUMISHARES TR$66,3290.01%276CommonNONE
949746101WMT2WELLS FARGO CO NEW$65,4790.01%817CommonNONE
00810F106ASLEAERSALE CORPORATION$64,4880.01%10,730CommonNONE
09254F100MQYBLACKROCK MUNIYILD QULT FD I$63,7160.01%5,735CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$63,2520.01%156CommonNONE
15101Q207CLSCELESTICA INC$62,4440.01%400CommonNONE
46434V621DGROISHARES TR$62,2780.01%974CommonNONE
G8267P108SWSMURFIT WESTROCK PLC$61,0580.01%1,415CommonNONE
68280L101ONEWONEWATER MARINE INC$60,5630.01%4,523CommonNONE
369604301GEGE AEROSPACE$60,4740.01%235CommonNONE
090572207BIOBIO RAD LABS INC$57,3020.01%237CommonNONE
008073108AVAVAEROVIRONMENT INC$56,9900.01%200CommonNONE
31428X106FDXFEDEX CORP$56,8120.01%250CommonNONE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$56,6850.01%750CommonNONE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$55,6670.01%1,007CommonNONE
143658300CCL1EURCARNIVAL CORP$54,6380.01%1,943CommonNONE
92204A405VFHVANGUARD WORLD FD$54,3020.01%427CommonNONE
92204A702VGTVANGUARD WORLD FD$52,4000.01%79CommonNONE
577345101MLPMAUI LD & PINEAPPLE INC$52,3330.01%2,877CommonNONE
92206C714VONVVANGUARD SCOTTSDALE FDS$50,9570.01%598CommonNONE
209115104EDCONSOLIDATED EDISON INC$50,7780.01%506CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$49,7060.01%154CommonNONE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$48,3730.01%609CommonNONE
03990B101ARESARES MANAGEMENT CORPORATION$47,9770.01%277CommonNONE
316092113FELCFIDELITY COVINGTON TRUST$47,9130.01%1,389CommonNONE
75574U101RCREADY CAPITAL CORP$46,9340.01%10,740CommonNONE
26701L100BROSDUTCH BROS INC$46,9020.01%686CommonNONE
770700102HOODROBINHOOD MKTS INC$46,8150.01%500CommonNONE
922908751VBVANGUARD INDEX FDS$46,2120.01%195CommonNONE
002824100ABTABBOTT LABS$46,1080.01%339CommonNONE
30034W106EVRGEVERGY INC$45,8390.01%665CommonNONE
33737K205NXTGFIRST TR EXCHANGE-TRADED FD$44,4620.00%457CommonNONE
464287176TIPISHARES TR$44,2370.00%402CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$44,2040.00%200CommonNONE
359678109FLLFULL HSE RESORTS INC$43,9020.00%11,995CommonNONE
053332102AZOAUTOZONE INC$40,8350.00%11CommonNONE
68218J103OABIOMNIAB INC$40,4290.00%23,235CommonNONE
253868103DLRDIGITAL RLTY TR INC$40,0960.00%230CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$39,8620.00%593CommonNONE
46429B697USMVISHARES TR$39,7080.00%423CommonNONE
68389X105ORCLORACLE CORP$39,2400.00%179CommonNONE
98389B100XELXCEL ENERGY INC$38,8860.00%571CommonNONE
12562N104CKXCKX LDS INC$38,2960.00%3,579CommonNONE
767204100RIORIO TINTO PLC$37,5650.00%644CommonNONE
458140100INTCINTEL CORP$36,5800.00%1,633CommonNONE
72201R833MINTPIMCO ETF TR$35,2880.00%351CommonNONE
21874C102CNMCORE & MAIN INC$33,7960.00%560CommonNONE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$33,4720.00%361CommonNONE
G61188127LBTYKLIBERTY GLOBAL LTD$33,0230.00%3,203CommonNONE
911163103UNFIUNITED NAT FOODS INC$32,0280.00%1,374CommonNONE
30040W108ESEVERSOURCE ENERGY$31,8100.00%500CommonNONE
034164103ANDEANDERSONS INC$31,3110.00%852CommonNONE
46434V449IMTMISHARES TR$29,8360.00%653CommonNONE
988498101YUMYUM BRANDS INC$29,6360.00%200CommonNONE
095924106OTFBLUE OWL TECHNOLOGY FIN CORP$29,1580.00%1,912CommonNONE
030371108AVDAMERICAN VANGUARD CORP$28,7650.00%7,338CommonNONE
74347B680REGLPROSHARES TR$28,6190.00%351CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$28,3740.00%200CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$28,1480.00%400CommonNONE
674599105OXYOCCIDENTAL PETE CORP$28,1050.00%669CommonNONE
316092790FQALFIDELITY COVINGTON TRUST$27,9020.00%401CommonNONE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$27,2880.00%371CommonNONE
81758H106SERVSERVE ROBOTICS INC$27,1700.00%2,375CommonNONE
384802104GWWGRAINGER W W INC$27,0470.00%26CommonNONE
46429B689EFAVISHARES TR$26,5630.00%316CommonNONE
97717X669DGRWWISDOMTREE TR$26,5460.00%317CommonNONE
009066101ABNBAIRBNB INC$26,4680.00%200CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$26,3390.00%105CommonNONE
052769106ADSKAUTODESK INC$26,3140.00%85CommonNONE
921910816MGKVANGUARD WORLD FD$25,9990.00%71CommonNONE
014491104ALEXALEXANDER & BALDWIN INC NEW$25,3190.00%1,420CommonNONE
025072604AVEMAMERICAN CENTY ETF TR$25,2920.00%369CommonNONE
487836108KKELLANOVA$24,6550.00%310CommonNONE
891160509TDTORONTO DOMINION BK ONT$24,3860.00%332CommonNONE
33738R720ROBTFIRST TR EXCHANGE TRADED FD$24,1500.00%500CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$24,0410.00%54CommonNONE
37045V100GMGENERAL MTRS CO$23,9660.00%487CommonNONE
64129H104NMLNEUBERGER BERMAN ENERGY INFR$23,6700.00%2,630CommonNONE
836100107SOUNSOUNDHOUND AI INC$22,9090.00%2,135CommonNONE
98978V103ZTSZOETIS INC$22,4570.00%144CommonNONE
244199105DEDEERE & CO$22,3740.00%44CommonNONE
29444U700EQIXEQUINIX INC$22,2740.00%28CommonNONE
78409V104SPGIS&P GLOBAL INC$22,1470.00%42CommonNONE
247361702DALDELTA AIR LINES INC DEL$22,1310.00%450CommonNONE
92347M100VERIVERITONE INC$21,5590.00%17,110CommonNONE
086516101BBYBEST BUY INC$21,5090.00%320CommonNONE
527064109LESLIES INC$20,5560.00%48,953CommonNONE
05601U105BRCCBRC INC$20,4170.00%15,585CommonNONE
28531P202ECORELECTROCORE INC$20,3920.00%3,862CommonNONE
46429B267GOVTISHARES TR$20,2460.00%881CommonNONE
30161N101EXCEXELON CORP$19,8870.00%458CommonNONE
92204A504VHTVANGUARD WORLD FD$19,8680.00%80CommonNONE
036752103ELVELEVANCE HEALTH INC$19,4480.00%50CommonNONE
552953101MGMMGM RESORTS INTERNATIONAL$18,5370.00%539CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$18,5040.00%60CommonNONE
92840M102VSTVISTRA CORP$18,4120.00%95CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$18,1640.00%128CommonNONE
78464A839MDYVSPDR SERIES TRUST$17,7130.00%223CommonNONE
92204A876VPUVANGUARD WORLD FD$17,6510.00%100CommonNONE
98850P109YUMCYUM CHINA HLDGS INC$17,4010.00%389CommonNONE
46436E239EGUSISHARES TR$16,6000.00%355CommonNONE
921910733ESGVVANGUARD WORLD FD$16,2270.00%148CommonNONE
46435G433SMMVISHARES TR$16,2160.00%386CommonNONE
45817G201IDNINTELLICHECK INC$16,1700.00%3,000CommonNONE
G87052109TELTE CONNECTIVITY PLC$16,0240.00%95CommonNONE
30063P105EXKEXACT SCIENCES CORP$15,9420.00%300CommonNONE
174610105CFGCITIZENS FINL GROUP INC$15,6630.00%350CommonNONE
46434V647REETISHARES TR$15,5370.00%629CommonNONE
025072323AVSCAMERICAN CENTY ETF TR$15,2140.00%295CommonNONE
866796105SLFSUN LIFE FINANCIAL INC.$14,9520.00%225CommonNONE
824348106SHWSHERWIN WILLIAMS CO$14,7650.00%43CommonNONE
921932703VOOVVANGUARD ADMIRAL FDS INC$14,5260.00%77CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$14,1320.00%140CommonNONE
46137V506PFMINVESCO EXCHANGE TRADED FD T$14,1140.00%293CommonNONE
833445109SNOWSNOWFLAKE INC$14,0980.00%63CommonNONE
025072703AVDEAMERICAN CENTY ETF TR$14,0620.00%190CommonNONE
609207105MDLZMONDELEZ INTL INC$13,9610.00%207CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$13,9420.00%132CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$13,9110.00%100CommonNONE
464287481IWPISHARES TR$13,8680.00%100CommonNONE
59503A204MBOTMICROBOT MED INC$13,8600.00%5,500CommonNONE
985817105YELPYELP INC$13,6740.00%399CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$13,1250.00%25CommonNONE
370334104GISGENERAL MLS INC$12,9530.00%250CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$12,8860.00%118CommonNONE
148929102CAVACAVA GROUP INC$12,6350.00%150CommonNONE
46435U135IHAKISHARES TR$12,6190.00%237CommonNONE
55380K109MPTIM-TRON INDS INC$12,6000.00%300CommonNONE
31620R303FNFFIDELITY NATIONAL FINANCIAL$11,5490.00%206CommonNONE
46438R105ETHAISHARES ETHEREUM TR$11,5380.00%605CommonNONE
G9001E128LILAKLIBERTY LATIN AMERICA LTD$11,4270.00%1,837CommonNONE
682680103OKEONEOK INC NEW$11,1810.00%137CommonNONE
37954Y293MLPXGLOBAL X FDS$11,0290.00%176CommonNONE

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.