MondegarAI
Measured Wealth Private Client Group, LLC

Q1 2026 · 13F-HR

Measured Wealth Private Client Group, LLCholdings as filed

Filed 2026-05-13 · accession 0001720235-26-000004

$366.1M
Reported value
726
Positions
2026-03-31
Period end
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The Brief · Measured Wealth Private Client Group, LLC · Q1 2026

AI · grounded in 13F

Measured Wealth Private Client Group, LLC established a new position in Host Hotels & Resorts Inc HST valued at $1,090,319. The fund significantly increased its holdings in the SELECT SECTOR SPDR TR XLE by 1,596.82% and Applied Mtls Inc AMAT by 455.01%. Conversely, the fund trimmed its position in MGIC Invt Corp Wis MTG by 78.96%.

Holdings as filed

First 500 of 726

CUSIPTickerIssuerValue% port.SharesClassVoting
78463V107GLDSPDR GOLD TR$26.0M7.10%60,432CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$23.9M6.53%161,375CommonNONE
78464A508SPYVSPDR SERIES TRUST$23.4M6.40%414,214CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$18.0M4.91%122,490CommonNONE
911312106UPSUNITED PARCEL SVCS INC$16.6M4.54%169,006CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$16.4M4.48%85,485CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$15.6M4.27%117,747CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$15.6M4.27%140,868CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$12.0M3.27%18,418CommonNONE
92189F676SMHVANECK ETF TRUST$10.3M2.82%26,937CommonNONE
464287432TLTISHARES TR$6.7M1.82%76,758CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$6.2M1.68%134,064CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$5.9M1.61%72,097CommonNONE
67066G104NVDANVIDIA CORPORATION$5.8M1.58%33,120CommonNONE
037833100AAPLAPPLE INC$5.3M1.44%20,762CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$4.9M1.33%98,780CommonNONE
78464A409SPYGSPDR SERIES TRUST$4.9M1.33%49,724CommonNONE
464287200IVVISHARES TR$4.4M1.20%6,749CommonNONE
46434V621DGROISHARES TR$4.1M1.11%57,981CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$3.7M1.00%33,528CommonNONE
464287234EEMISHARES TR$3.4M0.93%60,046CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$3.4M0.92%67,364CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$3.3M0.91%20,644CommonNONE
11135F101AVGOBROADCOM INC$2.9M0.79%9,385CommonNONE
464287226AGGISHARES TR$2.8M0.76%28,181CommonNONE
464287739IYRISHARES TR$2.6M0.70%27,171CommonNONE
594918104MSFTMICROSOFT CORP$2.1M0.58%5,745CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$1.9M0.52%30,950CommonNONE
78464A847SPMDSPDR SERIES TRUST$1.9M0.51%31,537CommonNONE
464287101OEFISHARES TR$1.8M0.50%5,698CommonNONE
132061706EYLDCAMBRIA ETF TR$1.7M0.47%41,953CommonNONE
46429B671MCHIISHARES TR$1.7M0.46%29,811CommonNONE
172967424CCITIGROUP INC$1.7M0.46%14,765CommonNONE
922908637VVVANGUARD INDEX FDS$1.7M0.46%5,589CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.5M0.42%25,075CommonNONE
922908769VTIVANGUARD INDEX FDS$1.4M0.39%4,416CommonNONE
30161N101EXCEXELON CORP$1.4M0.38%28,440CommonNONE
30040W108ESEVERSOURCE ENERGY$1.4M0.38%19,831CommonNONE
02209S103MOALTRIA GROUP INC$1.3M0.36%20,136CommonNONE
25434V724DFUVDIMENSIONAL ETF TRUST$1.3M0.36%26,866CommonNONE
636180101NFGNATIONAL FUEL GAS CO$1.3M0.35%13,529CommonNONE
25434V609DFATDIMENSIONAL ETF TRUST$1.3M0.35%20,338CommonNONE
66405S100NBNNORTHEAST BK PORTLAND ME$1.2M0.34%11,104CommonNONE
681936100OHIOMEGA HEALTHCARE INVS INC$1.2M0.33%27,236CommonNONE
783549108RRYDER SYS INC$1.2M0.32%5,779CommonNONE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$1.2M0.32%4,363CommonNONE
464288240ACWXISHARES TR$1.1M0.30%16,307CommonNONE
44107P104HSTHOST HOTELS & RESORTS INC$1.1M0.30%56,906CommonNONE
29249E109ACTENACT HLDGS INC$1.1M0.29%26,122CommonNONE
29084Q100EMEEMCOR GROUP INC$1.0M0.29%1,415CommonNONE
629377508NRGNRG ENERGY INC$1.0M0.28%6,942CommonNONE
06849F108BBARRICK MNG CORP$1.0M0.27%24,623CommonNONE
46625H100JPMJPMORGAN CHASE & CO$976,3430.27%3,319CommonNONE
038222105AMATAPPLIED MATLS INC$965,6010.26%2,825CommonNONE
25434V401DFUSDIMENSIONAL ETF TRUST$954,1650.26%13,456CommonNONE
136069101CMCANADIAN IMPERIAL BANK OF CO$948,7320.26%10,013CommonNONE
450913108IAGIAMGOLD CORP$926,0760.25%49,207CommonNONE
501044101KRKROGER CO$923,8630.25%12,768CommonNONE
14149Y108CAHCARDINAL HEALTH INC$915,8870.25%4,334CommonNONE
30231G102XOMEXXON MOBIL CORP$907,0450.25%5,346CommonNONE
902681105UGIUGI CORP NEW$886,0620.24%24,329CommonNONE
410120109HWCHANCOCK WHITNEY CORPORATION$878,6870.24%13,818CommonNONE
27579R104EWBCEAST WEST BANCORP INC$862,1940.24%8,076CommonNONE
46428Q109SLVISHARES SILVER TR$854,2030.23%12,536CommonNONE
464287457SHYISHARES TR$849,6450.23%10,290CommonNONE
013872106AAALCOA CORP$839,1410.23%12,651CommonNONE
733174700BPOPPOPULAR INC$825,8160.23%6,155CommonNONE
624756102MLIMUELLER INDS INC$816,3740.22%7,368CommonNONE
478160104JNJJOHNSON & JOHNSON$815,4520.22%3,336CommonNONE
Y2573F102FLEXFLEXTRONICS INTL LTD$801,0990.22%12,238CommonNONE
416515104HIGHARTFORD INSURANCE GROUP INC$784,6040.21%5,802CommonNONE
318672706FBPFIRST BANCORP CORPORATION$768,5110.21%35,979CommonNONE
002474104AZZAZZ INC$757,9120.21%6,057CommonNONE
589400100MCYMERCURY GENL CORP NEW$750,4210.20%8,513CommonNONE
314211103FHIFEDERATED HERMES INC$743,4110.20%13,109CommonNONE
366505105GTXGARRETT MOTION INC$733,4870.20%40,368CommonNONE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$731,6000.20%10,908CommonNONE
71880K101PHINPHINIA INC$722,9440.20%10,563CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$718,1400.20%1CommonNONE
018581108BFHBREAD FINANCIAL HOLDINGS INC$703,0670.19%9,388CommonNONE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$699,6740.19%3,701CommonNONE
N00985106AERAERCAP HOLDINGS NV$695,0910.19%5,067CommonNONE
032095101APHAMPHENOL CORP$694,6720.19%5,498CommonNONE
466313103JBLJABIL INC$693,0410.19%2,609CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$680,1980.19%2,332CommonNONE
48238T109OPLNOPENLANE INC$652,5520.18%22,386CommonNONE
25434V500DFASDIMENSIONAL ETF TRUST$634,9060.17%8,926CommonNONE
87305R109TTMITTM TECHNOLOGIES INC$628,8460.17%6,455CommonNONE
46138E628KBWBINVESCO EXCH TRADED FD TR II$607,6420.17%7,680CommonNONE
921910816MGKVANGUARD WORLD FD$606,3650.17%1,650CommonNONE
10950A106BTSGBRIGHTSPRING HEALTH SVCS INC$602,8460.16%14,148CommonNONE
20441A102SBSCOMPANHIA DE SANEAMENTO BASI$590,0190.16%19,339CommonNONE
G5960L103MDTMEDTRONIC PLC$554,5600.15%6,400CommonNONE
G2519Y108BAPCREDICORP LTD$548,1150.15%1,616CommonNONE
172755100CRUSCIRRUS LOGIC INC$529,5980.14%3,662CommonNONE
032654105ADIANALOG DEVICES INC$528,1120.14%1,660CommonNONE
40090E106CIBGRUPO CIBEST SA$527,0720.14%7,239CommonNONE
92537N108VRTVERTIV HOLDINGS CO$517,6980.14%2,066CommonNONE
45337C102INCYINCYTE CORP$513,3300.14%5,454CommonNONE
G42706104HGHAMILTON INSURANCE GROUP LTD$512,7480.14%17,189CommonNONE
260003108DOVDOVER CORP$509,2430.14%2,443CommonNONE
042735100ARWARROW ELECTRS INC$504,9470.14%3,521CommonNONE
69366J200PTCTPTC THERAPEUTICS INC$503,8210.14%7,395CommonNONE
28414H103ELANELANCO ANIMAL HEALTH INC$498,8930.14%20,848CommonNONE
G8192H106SPNTSIRIUSPOINT LTD$497,2080.14%23,083CommonNONE
33829M101FIVEFIVE BELOW INC$488,4900.13%2,138CommonNONE
29357K103ENVAENOVA INTL INC$475,2690.13%3,499CommonNONE
Y2065G121DHTDHT HOLDINGS INC$474,6180.13%25,978CommonNONE
501147102KRYSKRYSTAL BIOTECH INC$471,6920.13%1,826CommonNONE
G54950103LINLINDE PLC$471,4680.13%951CommonNONE
75513E101RTXRTX CORPORATION$470,1160.13%2,437CommonNONE
00287Y109ABBVABBVIE INC$465,9700.13%2,142CommonNONE
58155Q103MCKMCKESSON CORP$458,6410.13%530CommonNONE
023135106AMZNAMAZON COM INC$454,3950.12%2,182CommonNONE
46284V101IRMIRON MTN INC DEL$445,9430.12%4,366CommonNONE
464288687PFFISHARES TR$440,6100.12%14,532CommonNONE
17275R102CSCOCISCO SYS INC$435,0470.12%5,607CommonNONE
548661107LOWLOWES COS INC$432,6290.12%1,831CommonNONE
922908363VOOVANGUARD INDEX FDS$424,9920.12%711CommonNONE
05464C101AXONAXON ENTERPRISE INC$424,6900.12%1,000CommonNONE
03831W108APPAPPLOVIN CORP$409,5420.11%1,029CommonNONE
06738C778DJPBARCLAYS BANK PLC$398,2620.11%8,273CommonNONE
922908629VOVANGUARD INDEX FDS$395,0130.11%1,375CommonNONE
65339F101NEENEXTERA ENERGY INC$391,9540.11%4,220CommonNONE
713448108PEPPEPSICO INC$390,0880.11%2,512CommonNONE
617446448MSMORGAN STANLEY$363,2620.10%2,207CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$360,1550.10%1,331CommonNONE
78464A839MDYVSPDR SERIES TRUST$348,4340.10%4,092CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$336,4940.09%702CommonNONE
88706T108TIMBTIM S A$332,2380.09%12,542CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$330,9990.09%959CommonNONE
46137V308PKWINVESCO EXCHANGE TRADED FD T$327,7290.09%2,497CommonNONE
552848103MTGMGIC INVT CORP WIS$325,7990.09%12,411CommonNONE
15234Q207AXIACENTRAIS ELET BRAS SA$322,5970.09%28,599CommonNONE
46817M107JXNJACKSON FINANCIAL INC$318,4290.09%3,012CommonNONE
031162100AMGNAMGEN INC$318,4240.09%905CommonNONE
L02235106AMBPARDAGH METAL PACKAGING S A$315,7700.09%77,968CommonNONE
001055102AFLAFLAC INC$314,1000.09%2,863CommonNONE
92766K403SPCEVIRGIN GALACTIC HOLDINGS INC$304,9410.08%125,490CommonNONE
539830109LMTLOCKHEED MARTIN CORP$304,6130.08%504CommonNONE
37045V100GMGENERAL MTRS CO$303,4390.08%4,073CommonNONE
58933Y105MRKMERCK & CO INC$302,8900.08%2,518CommonNONE
718546104PSXPHILLIPS 66$294,6160.08%1,617CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$291,1910.08%1,354CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$289,9380.08%1,427CommonNONE
375558103GILDGILEAD SCIENCES INC$288,7750.08%2,072CommonNONE
09290D101BLKBLACKROCK INC$282,7430.08%294CommonNONE
12503M108CBOECBOE GLOBAL MKTS INC$279,9460.08%996CommonNONE
46432F842IEFAISHARES TR$278,1080.08%3,072CommonNONE
902252105TYLTYLER TECHNOLOGIES INC$277,3280.08%810CommonNONE
281020107EIXEDISON INTL$274,9370.08%3,757CommonNONE
78464A821MDYGSPDR SERIES TRUST$264,6580.07%2,758CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$263,8650.07%3,630CommonNONE
651639106NEMNEWMONT CORP$261,5320.07%2,416CommonNONE
56501R106MFCMANULIFE FINL CORP$260,3660.07%7,560CommonNONE
655844108NSCNORFOLK SOUTHN CORP$256,8650.07%895CommonNONE
857477103STTSTATE STR CORP$256,1570.07%2,024CommonNONE
369550108GDGENERAL DYNAMICS CORP$255,6990.07%745CommonNONE
133034108CACCAMDEN NATL CORP$251,8300.07%5,307CommonNONE
452308109ITWILLINOIS TOOL WKS INC$250,1390.07%961CommonNONE
009158106APDAIR PRODUCTS AND CHEMICALS I$247,4970.07%852CommonNONE
063671101BMOBANK MONTREAL MEDIUM$244,6950.07%1,808CommonNONE
00206R102TAT&T INC$239,8190.07%8,272CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$239,1130.07%1,206CommonNONE
665859104NTRSNORTHERN TR CORP$238,3860.07%1,708CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$238,2860.07%549CommonNONE
742718109PGPROCTER & GAMBLE CO$237,1700.06%1,642CommonNONE
74164F103PRIMPRIMORIS SVCS CORP$236,8740.06%1,656CommonNONE
35671D857FCXFREEPORT MCMORAN INC$236,8250.06%4,029CommonNONE
781846209RUSHARUSH ENTERPRISES INC$236,8060.06%3,582CommonNONE
199908104FIXCOMFORT SYS USA INC$234,4280.06%170CommonNONE
278642103EBAYEBAY INC.$234,4090.06%2,575CommonNONE
909907107UBSIUNITED BANKSHARES INC WEST V$233,2360.06%5,631CommonNONE
002824100ABTABBOTT LABORATORIES$230,0830.06%2,241CommonNONE
580135101MCDMCDONALDS CORP$229,5210.06%739CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$227,6500.06%1,094CommonNONE
02079K305GOOGLALPHABET INC$225,6890.06%785CommonNONE
464287150ITOTISHARES TR$217,7750.06%1,529CommonNONE
15101Q207CLSCELESTICA INC$213,5130.06%758CommonNONE
231021106CMICUMMINS INC$212,5180.06%395CommonNONE
880779103TEXTEREX CORP NEW$211,4600.06%3,578CommonNONE
78464A300SLYVSPDR SERIES TRUST$207,5090.06%2,194CommonNONE
437076102HDHOME DEPOT INC$206,8720.06%629CommonNONE
87165B103SYFSYNCHRONY FINANCIAL$202,8680.06%2,982CommonNONE
92826C839VVISA INC$200,9900.05%665CommonNONE
670346105NUENUCOR CORP$198,0160.05%1,171CommonNONE
87612G101TRGPTARGA RES CORP$196,7740.05%785CommonNONE
842587107SOSOUTHERN CO$195,9360.05%2,030CommonNONE
949746101WMT2WELLS FARGO & CO$182,7050.05%2,295CommonNONE
464288414MUBISHARES TR$182,0470.05%1,715CommonNONE
922908744VTVVANGUARD INDEX FDS$181,0930.05%923CommonNONE
833034101SNASNAP ON INC$180,8840.05%498CommonNONE
191216100KOCOCA COLA CO$180,6160.05%2,375CommonNONE
464287408IVEISHARES TR$179,4780.05%850CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$179,3140.05%3,572CommonNONE
G0692U109AXSAXIS CAP HLDGS LTD$178,5830.05%1,761CommonNONE
94106L109WMWASTE MGMT INC DEL$177,5270.05%773CommonNONE
464287168DVYISHARES TR$176,0900.05%1,163CommonNONE
534187109LNCLINCOLN NATL CORP IND$175,9740.05%4,957CommonNONE
064058100BKBANK NEW YORK MELLON CORP$175,9280.05%1,483CommonNONE
56585A102MPCMARATHON PETE CORP$173,7210.05%711CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$171,3410.05%507CommonNONE
464288158SUBISHARES TR$167,9510.05%1,577CommonNONE
92939U106WECWEC ENERGY GROUP INC$163,4670.04%1,412CommonNONE
464287614IWFISHARES TR$163,3110.04%383CommonNONE
384802104GWWWW GRAINGER INC$161,4400.04%148CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$157,4440.04%158CommonNONE
78464A201SLYGSPDR SERIES TRUST$156,1380.04%1,616CommonNONE
704326107PAYXPAYCHEX INC$154,2090.04%1,674CommonNONE
02079K107GOOGALPHABET INC$154,0440.04%537CommonNONE
882508104TXNTEXAS INSTRS INC$150,4590.04%775CommonNONE
403949100DINOHF SINCLAIR CORP$148,5510.04%2,381CommonNONE
988498101YUMYUM BRANDS INC$145,8400.04%938CommonNONE
88160R101TSLATESLA INC$145,3540.04%391CommonNONE
126650100CVSCVS HEALTH CORP$133,6570.04%1,861CommonNONE
33739E108FPEFIRST TR EXCH TRADED FD III$133,3970.04%7,515CommonNONE
78464A383SPMBSPDR SERIES TRUST$132,3920.04%5,913CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$130,7010.04%1,787CommonNONE
166764100CVXCHEVRON CORPORATION$129,7550.04%627CommonNONE
680223104ORIOLD REP INTL CORP$126,0860.03%3,160CommonNONE
H1467J104CBCHUBB LTD SWITZ$124,8310.03%383CommonNONE
30303M102METAMETA PLATFORMS INC$120,9010.03%211CommonNONE
04010L103ARCCARES CAPITAL CORP$120,5720.03%6,691CommonNONE
464286533EEMVISHARES INC$119,7510.03%1,850CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$118,8300.03%549CommonNONE
464287465EFAISHARES TR$116,0700.03%1,195CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$113,2630.03%865CommonNONE
464288448IDVISHARES TR$110,2730.03%2,591CommonNONE
093671105HRBBLOCK H & R INC$105,2380.03%3,316CommonNONE
532457108LLYELI LILLY & CO$104,8540.03%114CommonNONE
922907746VTEBVANGUARD MUN BD FDS$104,3700.03%2,092CommonNONE
78464A854SPYMSPDR SERIES TRUST$101,8750.03%1,331CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$100,5000.03%415CommonNONE
25434V807DFIVDIMENSIONAL ETF TRUST$100,4930.03%1,904CommonNONE
68389X105ORCLORACLE CORP$98,3740.03%669CommonNONE
464288877EFVISHARES TR$97,9190.03%1,317CommonNONE
149123101CATCATERPILLAR INC$94,3200.03%133CommonNONE
253651202DBDDIEBOLD NIXDORF INC$93,4700.03%1,239CommonNONE
438516106HONHONEYWELL INTL INC$92,2200.03%408CommonNONE
020002101ALLALLSTATE CORP$91,8520.03%443CommonNONE
075887109BDXBECTON DICKINSON & CO$88,6780.02%564CommonNONE
46138K103FXEINVESCO CURRENCYSHARES EURO$88,6590.02%831CommonNONE
464288166AGZISHARES TR$87,9900.02%802CommonNONE
N07059210ASMLASML HLDG NV$87,1750.02%66CommonNONE
75524B104RBCRBC BEARINGS INC$84,7270.02%156CommonNONE
609207105MDLZMONDELEZ INTL INC$84,6730.02%1,469CommonNONE
35473P645FLEUFRANKLIN TEMPLETON ETF TR$81,5090.02%2,522CommonNONE
G4474Y214JHGJANUS HENDERSON GROUP PLC$79,4180.02%1,546CommonNONE
907818108UNPUNION PAC CORP$78,8520.02%325CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$78,8290.02%171CommonNONE
453038408IMOIMPERIAL OIL LTD$78,4920.02%600CommonNONE
670837103OGEOGE ENERGY CORP$77,0720.02%1,607CommonNONE
745867101PHMPULTE GROUP INC$76,7990.02%653CommonNONE
G87052109TELTE CONNECTIVITY PLC$74,4110.02%356CommonNONE
931142103WMTWALMART INC$73,8630.02%594CommonNONE
464287804IJRISHARES TR$73,7160.02%593CommonNONE
084680107BBTBEACON FINANCIAL CORP.$70,1100.02%2,337CommonNONE
09260D107BXBLACKSTONE INC$69,4320.02%604CommonNONE
291011104EMREMERSON ELEC CO$69,1240.02%528CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$66,6370.02%406CommonNONE
464287879IJSISHARES TR$66,5690.02%562CommonNONE
801056102SANMSANMINA CORP$66,5050.02%513CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$66,2600.02%335CommonNONE
084423102WRBBERKLEY W R CORP$65,6170.02%990CommonNONE
209115104EDCONSOLIDATED EDISON INC$65,0790.02%575CommonNONE
379577208GMEDGLOBUS MED INC$64,5340.02%749CommonNONE
717081103PFEPFIZER INC$64,1070.02%2,283CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$63,8160.02%1,661CommonNONE
09256A109CIIBLACKROCK ENHANCED LARGE CAP$63,5220.02%3,022CommonNONE
29355X107NPOENPRO INC$62,9130.02%251CommonNONE
147528103CASYCASEYS GEN STORES INC$62,5960.02%86CommonNONE
04316A108APAMARTISAN PARTNERS ASSET MGMT$62,5910.02%1,720CommonNONE
29358P101ENSGENSIGN GROUP INC$61,8610.02%307CommonNONE
34354P105FLSFLOWSERVE CORP$61,3070.02%834CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$61,2810.02%550CommonNONE
03027X100AMTAMERICAN TOWER CORP$61,2660.02%355CommonNONE
46432F396MTUMISHARES TR$60,9570.02%254CommonNONE
67092P870NUBDNUSHARES ETF TR$60,7670.02%2,736CommonNONE
303075105FDSFACTSET RESH SYS INC$59,8890.02%276CommonNONE
57636Q104MAMASTERCARD INCORPORATED$58,9600.02%118CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$57,5180.02%354CommonNONE
460146103IPINTERNATIONAL PAPER CO$57,5130.02%1,611CommonNONE
060505104BACBANK AMERICA CORP$56,6070.02%1,161CommonNONE
047649108ATKRATKORE INC$56,2590.02%955CommonNONE
701094104PHPARKER-HANNIFIN CORP$54,6100.01%61CommonNONE
191098102COKECOCA COLA CONS INC$53,9170.01%281CommonNONE
126117100CNACNA FINL CORP$52,5320.01%1,144CommonNONE
37954Y475XYLDGLOBAL X FDS$52,2780.01%1,336CommonNONE
891160509TDTORONTO DOMINION BK ONT$51,0760.01%547CommonNONE
172908105CTASCINTAS CORP$50,7420.01%300CommonNONE
759530108RELXRELX PLC$50,6530.01%1,528CommonNONE
615394202MOG/AMOOG INC$50,6270.01%173CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$50,4570.01%460CommonNONE
72919P202PLUGPLUG PWR INC$50,0970.01%22,167CommonNONE
M7516K103NVMINOVA LTD$49,5080.01%114CommonNONE
494368103KMBKIMBERLY-CLARK CORP$49,2970.01%511CommonNONE
718172109PMPHILIP MORRIS INTL INC$49,1060.01%297CommonNONE
61774R767EVMOMORGAN STANLEY ETF TRUST$48,8790.01%971CommonNONE
464287507IJHISHARES TR$48,5540.01%719CommonNONE
03076K108ABCBAMERIS BANCORP$48,1980.01%618CommonNONE
46438R105ETHAISHARES ETHEREUM TR$48,1230.01%3,040CommonNONE
858119100STLDSTEEL DYNAMICS INC$47,7300.01%265CommonNONE
84472E102SSBSOUTHSTATE BK CORP$47,4630.01%513CommonNONE
576485205MTDRMATADOR RES CO$47,2590.01%748CommonNONE
12541W209CHRWC H ROBINSON WORLDWIDE IN$46,9980.01%283CommonNONE
31488V107FERGFERGUSON ENTERPRISES INC$46,6520.01%200CommonNONE
46429B697USMVISHARES TR$46,4630.01%501CommonNONE
922908751VBVANGUARD INDEX FDS$46,0980.01%176CommonNONE
45073V108ITTITT INC$45,3460.01%238CommonNONE
28618M106ESIELEMENT SOLUTIONS INC$45,2700.01%1,326CommonNONE
46432F339QUALISHARES TR$44,8840.01%234CommonNONE
400506101PACGRUPO AEROPORTUNARIO DEL PAC$44,4370.01%180CommonNONE
22822V101CCICROWN CASTLE INC$42,5250.01%523CommonNONE
125523100CITHE CIGNA GROUP$42,4130.01%159CommonNONE
55405Y100MTSIMACOM TECH SOLUTIONS HLDGS I$41,9710.01%189CommonNONE
55261F104MTBM & T BK CORP$41,9640.01%203CommonNONE
920253101VMIVALMONT INDS INC$41,9550.01%105CommonNONE
194162103CLCOLGATE PALMOLIVE CO$41,7630.01%490CommonNONE
576690101MTRNMATERION CORP$41,6590.01%288CommonNONE
98389B100XELXCEL ENERGY INC$41,2290.01%519CommonNONE
247361702DALDELTA AIR LINES INC$41,2180.01%620CommonNONE
46090E103QQQINVESCO QQQ TR$40,9940.01%71CommonNONE
229899109CFRCULLEN FROST BANKERS INC$40,9870.01%299CommonNONE
808524862SCHOSCHWAB STRATEGIC TR$40,6770.01%1,676CommonNONE
655663102NDSNNORDSON CORP$40,4410.01%152CommonNONE
22052L104CTVACORTEVA INC$40,4310.01%483CommonNONE
512816109LAMRLAMAR ADVERTISING CO$40,4050.01%319CommonNONE
749685103RPMRPM INTL INC$40,1580.01%404CommonNONE
518415104LSCCLATTICE SEMICONDUCTOR CORP$39,9800.01%431CommonNONE
66987V109NVSNOVARTIS AG$39,5620.01%259CommonNONE
427866108HSYHERSHEY CO$39,0830.01%188CommonNONE
249906108DSGXDESCARTES SYS GROUP INC$38,7860.01%542CommonNONE
537008104LFUSLITTELFUSE INC$38,6860.01%114CommonNONE
053611109AVYAVERY DENNISON CORP$38,6800.01%224CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$38,6560.01%2,470CommonNONE
780259305SHELSHELL PLC$38,1300.01%410CommonNONE
37637Q105GBCIGLACIER BANCORP INC NEW$37,8350.01%847CommonNONE
007973100AEISADVANCED ENERGY INDS$37,4340.01%116CommonNONE
443510607HUBBHUBBELL INC$37,2960.01%76CommonNONE
451107106IDAIDACORP INC$37,1720.01%260CommonNONE
464286525ACWVISHARES INC$36,8090.01%308CommonNONE
09290C103DYNFBLACKROCK ETF TRUST$36,3040.01%624CommonNONE
855244109SBUXSTARBUCKS CORP$36,0150.01%402CommonNONE
46137V696GGMEINVESCO EXCHANGE TRADED FD T$35,9730.01%705CommonNONE
448579102HHYATT HOTELS CORP$35,8040.01%249CommonNONE
375916103GILGILDAN ACTIVEWEAR INC$35,7270.01%642CommonNONE
97650W108WTFCWINTRUST FINL CORP$35,2910.01%254CommonNONE
N20944109CNHCNH INDL N V$35,1560.01%3,196CommonNONE
464287481IWPISHARES TR$34,7210.01%271CommonNONE
D18190898DBDEUTSCHE BK AG$34,6040.01%1,162CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$34,1990.01%545CommonNONE
654106103NKENIKE INC$34,1810.01%647CommonNONE
464287309IVWISHARES TR$34,1590.01%302CommonNONE
311900104FASTFASTENAL CO$34,0580.01%734CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$33,9500.01%259CommonNONE
871607107SNPSSYNOPSYS INC$33,7010.01%85CommonNONE
30161Q104EXELEXELIXIS INC$33,6260.01%784CommonNONE
G0403H108AONAON PLC$33,2460.01%103CommonNONE
636274409NGGNATIONAL GRID PLC$33,1630.01%392CommonNONE
674215207CHRDCHORD ENERGY CORPORATION$32,9860.01%232CommonNONE
055622104BPBP PLC$32,9000.01%700CommonNONE
806857108SLBSLB LIMITED$32,8900.01%640CommonNONE
811707801SBCFSEACOAST BKG CORP FLA$32,7740.01%1,082CommonNONE
127190304CACICACI INTL INC$32,6320.01%60CommonNONE
00737L103CVSACOVISTA INC$32,6160.01%283CommonNONE
46434G103IEMGISHARES INC$32,4340.01%465CommonNONE
882681109TXRHTEXAS ROADHOUSE INC$32,3670.01%196CommonNONE
224408104CRCRANE COMPANY$31,9770.01%187CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$31,2820.01%805CommonNONE
128030202CALMCAL MAINE FOODS INC$30,9480.01%391CommonNONE
01973R101ALSNALLISON TRANSMISSION HLDGS I$30,7710.01%263CommonNONE
871829107SYYSYSCO CORP$30,5760.01%429CommonNONE
79466L302CRMSALESFORCE INC$30,4470.01%163CommonNONE
404280406HSBCHSBC HLDGS PLC$30,4390.01%369CommonNONE
45784P101PODDINSULET CORP$30,4270.01%145CommonNONE
09073M104TECHBIO-TECHNE CORP$30,2590.01%579CommonNONE
00847J105AGYSAGILYSYS INC$30,1630.01%424CommonNONE
512807306LRCXLAM RESEARCH CORP$30,1260.01%141CommonNONE
59156R108METMETLIFE INC$29,9850.01%424CommonNONE
32054K103FRFIRST INDL RLTY TR INC$29,4460.01%509CommonNONE
80105N105SNYSANOFI SA$29,3900.01%610CommonNONE
018802108LNTALLIANT ENERGY CORP$29,2060.01%407CommonNONE
457187102INGRINGREDION INC$28,9260.01%257CommonNONE
29261A100EHCENCOMPASS HEALTH CORP$28,7290.01%297CommonNONE
570535104MKLMARKEL GROUP INC$28,7110.01%15CommonNONE
59522J103MAAMID-AMER APT CMNTYS INC$28,6980.01%235CommonNONE
003263100GLTRABRDN PRECIOUS METALS BASKET$28,4340.01%130CommonNONE
92047W101VVVVALVOLINE INC$28,3920.01%843CommonNONE
854231107SXISTANDEX INTL CORP$28,2890.01%111CommonNONE
464287655IWMISHARES TR$28,2720.01%114CommonNONE
410867105THGHANOVER INS GROUP INC$28,2560.01%163CommonNONE
92647N824CDCVICTORY PORTFOLIOS II$28,2140.01%395CommonNONE
26969P108EXPEAGLE MATLS INC$28,0390.01%148CommonNONE
942622200WSOWATSCO INC$28,0120.01%77CommonNONE
827048109SLGNSILGAN HLDGS INC$27,7420.01%715CommonNONE
19247G107COHRCOHERENT CORP$27,6320.01%116CommonNONE
912008109USFDUS FOODS HLDG CORP$27,3860.01%297CommonNONE
85254J102STAGSTAG INDUSTRIAL INC$27,3700.01%759CommonNONE
142339100CSLCARLISLE COS INC$27,3570.01%82CommonNONE
74743L100QQNITY ELECTRONICS INC$27,2300.01%236CommonNONE
057665200BCPCBALCHEM CORP$27,1170.01%160CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$27,0790.01%501CommonNONE
46266C105IQVIQVIA HLDGS INC$26,9450.01%158CommonNONE
00508Y102AYIACUITY INC$26,9020.01%96CommonNONE
46438G430WSMLISHARES TR$26,8960.01%866CommonNONE
G1890L107CPRICAPRI HOLDINGS LIMITED$26,8350.01%1,523CommonNONE
92337F107VCYTVERACYTE INC$26,5090.01%823CommonNONE
302130109EXPDEXPEDITORS INTL WASH INC$26,4980.01%185CommonNONE
922475108VEEVVEEVA SYS INC$26,3490.01%150CommonNONE
904767803ULUNILEVER PLC$26,3200.01%462CommonNONE
87162W100SNXTD SYNNEX CORPORATION$26,3190.01%156CommonNONE
004498101ACIWACI WORLDWIDE INC$26,1640.01%638CommonNONE
929160109VMCVULCAN MATLS CO$26,1410.01%96CommonNONE
278865100ECLECOLAB INC$26,0700.01%98CommonNONE
G25508105CRHCRH PLC$25,9650.01%247CommonNONE
889478103TOLTOLL BROTHERS INC$25,9290.01%190CommonNONE
26614N102DDDUPONT DE NEMOURS INC$25,9230.01%566CommonNONE
76131D103QSRRESTAURANT BRANDS INTL INC$25,8650.01%350CommonNONE
867224107SUSUNCOR ENERGY INC NEW$25,7830.01%390CommonNONE
829073105SSDSIMPSON MFG INC$25,7430.01%150CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$25,6790.01%357CommonNONE
40637H109HALOHALOZYME THERAPEUTICS INC$25,4640.01%394CommonNONE
562750109MANHMANHATTAN ASSOCIATES INC$25,4260.01%191CommonNONE
759916109RGENREPLIGEN CORP$25,3310.01%215CommonNONE
025816109AXPAMERICAN EXPRESS CO$25,1060.01%83CommonNONE
88579Y101MMM3M CO$24,9800.01%172CommonNONE
607828100MODMODINE MFG CO$24,9220.01%115CommonNONE
253393102DKSDICKS SPORTING GOODS INC$24,7860.01%125CommonNONE
25434V765DIHPDIMENSIONAL ETF TRUST$24,2940.01%754CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$24,1070.01%974CommonNONE
398433102GFFGRIFFON CORP$23,8510.01%328CommonNONE
46434V449IMTMISHARES TR$23,8180.01%496CommonNONE
147448104CWSTCASELLA WASTE SYS INC$23,6430.01%298CommonNONE
835699307SONYSONY GROUP CORP$23,4950.01%1,135CommonNONE
74275K108PCORPROCORE TECHNOLOGIES INC$23,4270.01%411CommonNONE
693506107PPGPPG INDS INC$23,3000.01%218CommonNONE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$23,0920.01%593CommonNONE
G0593M107AZNASTRAZENECA PLC$23,0750.01%117CommonNONE
46137V332RSPHINVESCO EXCHANGE TRADED FD T$23,0080.01%762CommonNONE
171484108CHDNCHURCHILL DOWNS INC$22,9960.01%256CommonNONE
H01301128ALCALCON AG$22,9060.01%304CommonNONE
872540109TJXTJX COS INC NEW$22,8370.01%143CommonNONE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$22,7790.01%48CommonNONE
12572Q105CMECME GROUP INC$22,7420.01%77CommonNONE
353514102FELEFRANKLIN ELEC INC$22,5820.01%245CommonNONE
941848103WATWATERS CORP$22,3350.01%75CommonNONE
46429B689EFAVISHARES TR$22,2940.01%244CommonNONE
G0450A105ACGLARCH CAP GROUP LTD$22,2700.01%232CommonNONE
55306N104MKSIMKS INC.$22,0620.01%96CommonNONE
83444M101SOLVSOLVENTUM CORP$22,0060.01%337CommonNONE
143658300CCL1EURCARNIVAL CORP$21,9980.01%850CommonNONE
464285204IAUISHARES GOLD TR$21,8640.01%248CommonNONE
78464A805SPTMSPDR SERIES TRUST$21,8210.01%276CommonNONE
49271V100KDPKEURIG DR PEPPER INC$21,6960.01%824CommonNONE
25434V799DFICDIMENSIONAL ETF TRUST$21,6020.01%608CommonNONE
12008R107BLDRBUILDERS FIRSTSOURCE INC$21,5700.01%262CommonNONE
91347P105OLEDUNIVERSAL DISPLAY CORP$21,5400.01%235CommonNONE
025072604AVEMAMERICAN CENTY ETF TR$21,1930.01%263CommonNONE
767204100RIORIO TINTO PLC$21,1770.01%227CommonNONE
038336103ATRAPTARGROUP INC$21,1710.01%168CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$21,1500.01%25CommonNONE
683344105ONTOONTO INNOVATION INC$21,1220.01%103CommonNONE
258278100DORMDORMAN PRODS INC$21,0810.01%202CommonNONE
556269108SHOOMADDEN STEVEN LTD$20,8950.01%616CommonNONE
866966104SUNBSUNBELT RENTALS HOLDINGS INC$20,8290.01%320CommonNONE
15189T107CNPCENTERPOINT ENERGY INC$20,7170.01%480CommonNONE
91529Y106UNMUNUM GROUP$20,6980.01%283CommonNONE
364760108GAPGAP INC$20,5640.01%850CommonNONE
056525108BMIBADGER METER INC$20,4150.01%134CommonNONE
464288612GVIISHARES TR$20,3760.01%191CommonNONE
860630102SFSTIFEL FINL CORP$20,2670.01%274CommonNONE
405552100HLNHALEON PLC$19,9900.01%1,997CommonNONE
553530106MSMMSC INDL DIRECT INC$19,8380.01%215CommonNONE
256677105DGDOLLAR GEN CORP$19,8280.01%167CommonNONE
219948106CPAYCORPAY INC$19,7870.01%68CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$19,5750.01%275CommonNONE
76169C100REXRREXFORD INDL RLTY INC$19,3760.01%592CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$19,3470.01%251CommonNONE
G491BT108IVZINVESCO LTD$19,0680.01%785CommonNONE
49456B101KMIKINDER MORGAN INC DEL$19,0450.01%568CommonNONE
37253A103THRMGENTHERM INC$18,9460.01%682CommonNONE
G0176J109ALLEALLEGION PLC$18,8880.01%130CommonNONE
896239100TRMBTRIMBLE INC$18,7860.01%288CommonNONE
052769106ADSKAUTODESK INC$18,6730.01%78CommonNONE
464287499IWRISHARES TR$18,6680.01%192CommonNONE
00790R104WMSADVANCED DRAIN SYS INC DEL$18,6500.01%136CommonNONE
224441105CXTCRANE NXT CO$18,6310.01%459CommonNONE
360271100FULTFULTON FINL CORP PA$18,6310.01%916CommonNONE
14040H105COFCAPITAL ONE FINL CORP$18,5940.01%102CommonNONE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$18,5710.01%130CommonNONE
94106B101WCNWASTE CONNECTIONS INC$18,5180.01%114CommonNONE
254687106DISDISNEY WALT CO$18,5070.01%192CommonNONE
398182303AHRAMERICAN HEALTHCARE REIT INC$18,4870.01%392CommonNONE
33733E203FBTFIRST TR EXCHANGE-TRADED FD$18,4750.01%92CommonNONE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$18,4440.01%140CommonNONE
928254101VIRTVIRTU FINL INC$18,4240.01%419CommonNONE
464287721IYWISHARES TR$18,3370.01%101CommonNONE
69351T106PPLPPL CORP$18,3360.01%480CommonNONE
464288588MBBISHARES TR$18,0410.00%190CommonNONE
46137V233XLGINVESCO EXCHANGE TRADED FD T$17,9470.00%329CommonNONE

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.