MondegarAI
Gryphon Financial Partners LLC

Q3 2025 · 13F-HR

Gryphon Financial Partners LLCholdings as filed

Filed 2025-11-12 · accession 0001729094-25-000003

$877.1M
Reported value
323
Positions
2025-09-30
Period end
View analyzed profile →PRO

The Brief · Gryphon Financial Partners LLC · Q3 2025

AI · grounded in 13F

Gryphon Financial Partners LLC established a new position in IVV valued at $201.1M. The fund also initiated new stakes in AAPL for $41.8M and VTI for $37.6M. Additional new positions include MSFT at $26.3M and NVDA at $25.5M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$201.1M22.9%300,431CommonSOLE
037833100AAPLAPPLE INC$41.8M4.77%164,242CommonSHARED
922908769VTIVANGUARD INDEX FDS$37.6M4.29%114,619CommonSOLE
594918104MSFTMICROSOFT CORP$26.3M3.00%50,847CommonSOLE
67066G104NVDANVIDIA CORPORATION$25.5M2.91%136,774CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$23.2M2.65%34,896CommonSOLE
82509L107SHOPSHOPIFY INC$21.9M2.50%147,556CommonSOLE
30303M102METAMETA PLATFORMS INC$21.1M2.40%28,720CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$21.0M2.40%1,076,404CommonSOLE
00287Y109ABBVABBVIE INC$20.4M2.32%87,935CommonSOLE
464288257ACWIISHARES TR$16.3M1.86%118,258CommonSOLE
002824100ABTABBOTT LABS$15.9M1.81%118,644CommonSOLE
023135106AMZNAMAZON COM INC$13.9M1.58%63,225CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$13.8M1.57%27,376CommonSOLE
87612G101TRGPTARGA RES CORP$10.7M1.22%63,680CommonSHARED
742718109PGPROCTER AND GAMBLE CO$10.5M1.20%68,417CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$10.4M1.18%30,063CommonSOLE
02079K305GOOGLALPHABET INC$10.0M1.14%41,301CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$9.4M1.07%29,783CommonSOLE
11135F101AVGOBROADCOM INC$8.0M0.91%24,300CommonSOLE
464287309IVWISHARES TR$7.5M0.85%61,886CommonSOLE
46138J783BSCRINVESCO EXCH TRD SLF IDX FD$6.5M0.74%331,295CommonSHARED
931142103WMTWALMART INC$6.2M0.71%60,475CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$5.0M0.57%8,823CommonSHARED
464287507IJHISHARES TR$5.0M0.57%76,392CommonSOLE
88160R101TSLATESLA INC$4.9M0.56%10,968CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$4.4M0.50%4,767CommonSOLE
02079K107GOOGALPHABET INC$4.3M0.49%17,659CommonSOLE
92826C839VVISA INC$4.3M0.49%12,472CommonSOLE
464287465EFAISHARES TR$4.2M0.48%44,810CommonSOLE
46432F834IXUSISHARES TR$4.1M0.47%50,108CommonSOLE
478160104JNJJOHNSON & JOHNSON$3.8M0.44%20,672CommonSOLE
532457108LLYELI LILLY & CO$3.8M0.43%4,979CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$3.8M0.43%5CommonSOLE
437076102HDHOME DEPOT INC$3.8M0.43%9,290CommonSOLE
464287499IWRISHARES TR$3.7M0.43%38,806CommonSOLE
64110L106NFLXNETFLIX INC$3.4M0.39%2,843CommonSOLE
464287804IJRISHARES TR$3.4M0.39%28,484CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$3.3M0.38%29,521CommonSOLE
464287234EEMISHARES TR$3.3M0.38%61,664CommonSOLE
464287614IWFISHARES TR$3.2M0.37%6,918CommonSOLE
464287226AGGISHARES TR$3.2M0.36%31,865CommonSOLE
30231G102XOMEXXON MOBIL CORP$3.2M0.36%28,195CommonSOLE
464287408IVEISHARES TR$3.0M0.34%14,351CommonSOLE
166764100CVXCHEVRON CORP NEW$2.8M0.32%17,808CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$2.7M0.31%186,874CommonSOLE
46432F339QUALISHARES TR$2.7M0.31%13,882CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$2.7M0.31%14,693CommonSOLE
690370101BBBYBED BATH & BEYOND INC$2.7M0.30%270,709CommonSOLE
319829107FCFFIRST COMWLTH FINL CORP PA$2.6M0.30%154,121CommonSOLE
464287622IWBISHARES TR$2.6M0.30%7,138CommonSOLE
369604301GEGE AEROSPACE$2.6M0.30%8,616CommonSOLE
580135101MCDMCDONALDS CORP$2.6M0.29%8,399CommonSOLE
30779N105FMAOFARMERS & MERCHANTS BANCORP$2.5M0.29%100,185CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$2.4M0.28%12,593CommonSHARED
68389X105ORCLORACLE CORP$2.3M0.27%8,351CommonSOLE
46434G103IEMGISHARES INC$2.3M0.26%34,602CommonSOLE
55405W104MYRGMYR GROUP INC DEL$2.3M0.26%10,901CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$2.3M0.26%8,119CommonSOLE
46090E103QQQINVESCO QQQ TR$2.2M0.25%3,654CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$2.1M0.24%35,627CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$2.1M0.24%10,471CommonSOLE
65339F101NEENEXTERA ENERGY INC$2.1M0.24%27,441CommonSOLE
81762P102NOWSERVICENOW INC$2.1M0.23%2,230CommonSOLE
464287168DVYISHARES TR$2.1M0.23%14,441CommonSOLE
92204A702VGTVANGUARD WORLD FD$1.9M0.22%2,527CommonSOLE
464287655IWMISHARES TR$1.8M0.21%7,484CommonSOLE
17275R102CSCOCISCO SYS INC$1.8M0.21%26,463CommonSOLE
464287150ITOTISHARES TR$1.8M0.20%12,217CommonSOLE
922908553VNQVANGUARD INDEX FDS$1.8M0.20%19,310CommonSOLE
94106L109WMWASTE MGMT INC DEL$1.8M0.20%7,982CommonSOLE
922908751VBVANGUARD INDEX FDS$1.8M0.20%6,896CommonSOLE
949746101WMT2WELLS FARGO CO NEW$1.7M0.20%20,858CommonSOLE
464287598IWDISHARES TR$1.7M0.19%8,383CommonSOLE
46138J791BSCQINVESCO EXCH TRD SLF IDX FD$1.7M0.19%85,350CommonSHARED
617446448MSMORGAN STANLEY$1.6M0.18%10,111CommonSOLE
21873S108CRWVCOREWEAVE INC$1.6M0.18%11,693CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$1.6M0.18%21,015CommonSOLE
G54950103LINLINDE PLC$1.5M0.17%3,186CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$1.5M0.17%86,945CommonSOLE
060505104BACBANK AMERICA CORP$1.5M0.17%28,986CommonSOLE
78409V104SPGIS&P GLOBAL INC$1.5M0.17%3,056CommonSOLE
316773100FITBFIFTH THIRD BANCORP$1.5M0.17%33,282CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$1.5M0.17%2,931CommonSOLE
56585A102MPCMARATHON PETE CORP$1.4M0.16%7,431CommonSOLE
701094104PHPARKER-HANNIFIN CORP$1.4M0.16%1,881CommonSOLE
438516106HONHONEYWELL INTL INC$1.4M0.16%6,769CommonSOLE
N07059210ASMLASML HOLDING N V$1.4M0.16%1,469CommonSOLE
031162100AMGNAMGEN INC$1.4M0.16%4,959CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$1.4M0.16%13,914CommonSOLE
149123101CATCATERPILLAR INC$1.3M0.15%2,816CommonSOLE
36828A101GEVGE VERNOVA INC$1.3M0.15%2,135CommonSOLE
46434V456IQLTISHARES TR$1.3M0.15%29,485CommonSOLE
09290D101BLKBLACKROCK INC$1.3M0.15%1,101CommonSOLE
191216100KOCOCA COLA CO$1.3M0.15%19,295CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$1.3M0.15%2,136CommonSOLE
20825C104COPCONOCOPHILLIPS$1.3M0.14%13,320CommonSOLE
713448108PEPPEPSICO INC$1.3M0.14%8,931CommonSOLE
020002101ALLALLSTATE CORP$1.3M0.14%5,843CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$1.2M0.14%7,564CommonSOLE
G29183103ETNEATON CORP PLC$1.2M0.14%3,170CommonSOLE
20030N101CMCSACOMCAST CORP NEW$1.2M0.13%36,906CommonSOLE
92204A405VFHVANGUARD WORLD FD$1.1M0.13%8,760CommonSHARED
74340W103PLDPROLOGIS INC.$1.1M0.13%10,037CommonSOLE
97717X669DGRWWISDOMTREE TR$1.1M0.13%12,647CommonSOLE
G16252101BIPBROOKFIELD INFRAST PARTNERS$1.1M0.13%33,900CommonSHARED
101137107BSXBOSTON SCIENTIFIC CORP$1.1M0.13%11,364CommonSOLE
H1467J104CBCHUBB LIMITED$1.1M0.12%3,875CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$1.1M0.12%3,324CommonSOLE
040413205ANETARISTA NETWORKS INC$1.1M0.12%7,270CommonSOLE
922908363VOOVANGUARD INDEX FDS$1.1M0.12%1,721CommonSOLE
808524771FNDXSCHWAB STRATEGIC TR$1.0M0.12%39,801CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$1.0M0.12%18,785CommonSOLE
46432F842IEFAISHARES TR$1.0M0.11%11,502CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$990,1500.11%2,041CommonSHARED
G1151C101ACNACCENTURE PLC IRELAND$990,0590.11%4,015CommonSOLE
871607107SNPSSYNOPSYS INC$976,4190.11%1,979CommonSOLE
464287481IWPISHARES TR$971,2000.11%6,820CommonSOLE
97717W505DONWISDOMTREE TR$971,1860.11%18,570CommonSOLE
58733R102MELIMERCADOLIBRE INC$937,1130.11%401CommonNONE
46138J825BSCPINVESCO EXCH TRD SLF IDX FD$934,7750.11%45,180CommonSOLE
922908595VBKVANGUARD INDEX FDS$925,9110.11%3,111CommonSOLE
58933Y105MRKMERCK & CO INC$922,8130.11%10,995CommonSOLE
872590104TMUST-MOBILE US INC$910,6400.10%3,804CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$907,4500.10%168CommonSOLE
922908538VOTVANGUARD INDEX FDS$905,4020.10%3,082CommonSOLE
92204A504VHTVANGUARD WORLD FD$901,5910.10%3,473CommonSHARED
882508104TXNTEXAS INSTRS INC$890,5290.10%4,847CommonSOLE
461202103INTUINTUIT$885,6900.10%1,297CommonSOLE
743315103PGRPROGRESSIVE CORP$883,4610.10%3,577CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$845,0890.10%3,975CommonSOLE
718172109PMPHILIP MORRIS INTL INC$842,4940.10%5,194CommonSOLE
038222105AMATAPPLIED MATLS INC$841,4420.10%4,110CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$834,4360.10%6,743CommonSOLE
00206R102TAT&T INC$831,7750.09%29,454CommonSOLE
235851102DHRDANAHER CORPORATION$818,0540.09%4,126CommonSOLE
49845K101KVYOKLAVIYO INC$805,4470.09%29,088CommonSOLE
16411Q101CQPCHENIERE ENERGY PARTNERS LP$804,5020.09%14,948CommonSHARED
907818108UNPUNION PAC CORP$801,9290.09%3,393CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$800,5170.09%1,005CommonSOLE
651639106NEMNEWMONT CORP$797,6970.09%9,461CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$796,2810.09%2,822CommonSOLE
75513E101RTXRTX CORPORATION$794,3880.09%4,747CommonSOLE
922908629VOVANGUARD INDEX FDS$792,5110.09%2,698CommonSOLE
464288513HYGISHARES TR$783,3220.09%9,648CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$779,4880.09%2,792CommonSOLE
00724F101ADBEADOBE INC$773,5810.09%2,193CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$771,6920.09%17,558CommonSOLE
98138H101WDAYWORKDAY INC$764,5590.09%3,176CommonSOLE
254687106DISDISNEY WALT CO$758,6520.09%6,626CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$750,7790.09%2,282CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$746,8580.09%1,907CommonNONE
655844108NSCNORFOLK SOUTHN CORP$733,1880.08%2,441CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$732,6180.08%2,599CommonSOLE
369550108GDGENERAL DYNAMICS CORP$730,2160.08%2,141CommonSOLE
025816109AXPAMERICAN EXPRESS CO$727,7030.08%2,191CommonSOLE
464287473IWSISHARES TR$725,6090.08%5,195CommonSOLE
464288679SHVISHARES TR$722,6050.08%6,540CommonSOLE
46434V647REETISHARES TR$704,0560.08%27,545CommonSOLE
H42097107UBSUBS GROUP AG$682,8690.08%16,655CommonSOLE
79466L302CRMSALESFORCE INC$676,4910.08%2,854CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$645,6170.07%3,204CommonSOLE
745867101PHMPULTE GROUP INC$645,5420.07%4,886CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$641,0920.07%5,416CommonSOLE
46435U325IBMQISHARES TR$639,4620.07%24,940CommonSOLE
893641100TDGTRANSDIGM GROUP INC$631,1160.07%479CommonSOLE
811054402SSPSCRIPPS E W CO OHIO$605,9210.07%246,309CommonSOLE
N00985106AERAERCAP HOLDINGS NV$600,8260.07%4,966CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$592,8200.07%4,444CommonSOLE
09174C104BITBBITWISE BITCOIN ETF TR$591,0900.07%9,500CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$586,9740.07%1,391CommonSOLE
718546104PSXPHILLIPS 66$585,7970.07%4,307CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$582,2940.07%1,302CommonSOLE
90139K100QLTY2023 ETF SERIES TRUST II$576,5020.07%15,930CommonSOLE
863667101SYKSTRYKER CORPORATION$571,7990.07%1,547CommonSOLE
088606108BHPBHP GROUP LTD$569,8150.06%10,221CommonSOLE
74348A467NOBLPROSHARES TR$559,7720.06%5,431CommonSOLE
126408103CSXCSX CORP$559,3350.06%15,751CommonSHARED
808513105SCHWSCHWAB CHARLES CORP$556,3850.06%5,828CommonSOLE
33738D101EMLPFIRST TR EXCHANGE-TRADED FD$554,6480.06%14,485CommonSOLE
833034101SNASNAP ON INC$551,0890.06%1,590CommonSOLE
032095101APHAMPHENOL CORP NEW$546,6470.06%4,417CommonSOLE
526057104LENLENNAR CORP$546,4940.06%4,336CommonSOLE
217204106CPRTCOPART INC$543,7780.06%12,092CommonSOLE
780259305SHELSHELL PLC$543,7310.06%7,601CommonSOLE
803054204SAPSAP SE$539,8870.06%2,020CommonSOLE
404280406HSBCHSBC HLDGS PLC$535,7130.06%7,547CommonSOLE
291011104EMREMERSON ELEC CO$535,1650.06%4,080CommonSOLE
034164103ANDEANDERSONS INC$533,8240.06%13,409CommonSOLE
172908105CTASCINTAS CORP$533,0980.06%2,597CommonSOLE
980745103WWDWOODWARD INC$530,5200.06%2,099CommonSOLE
464287788IYFISHARES TR$525,6830.06%4,151CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$520,3390.06%3,088CommonNONE
595112103MUMICRON TECHNOLOGY INC$510,6830.06%3,052CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$506,8860.06%1,660CommonSOLE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$501,9640.06%5,029CommonSHARED
40412C101HCAHCA HEALTHCARE INC$492,5560.06%1,156CommonSOLE
92840M102VSTVISTRA CORP$490,0070.06%2,501CommonSOLE
375558103GILDGILEAD SCIENCES INC$487,7900.06%4,394CommonSOLE
46436E312IBDXISHARES TR$485,9210.06%18,966CommonSOLE
46436E486IBDWISHARES TR$482,1890.05%22,723CommonSOLE
09260D107BXBLACKSTONE INC$477,3380.05%2,794CommonSOLE
267475101DYDYCOM INDS INC$474,6940.05%1,627CommonSOLE
464287721IYWISHARES TR$468,2410.05%2,391CommonSOLE
345370860FFORD MTR CO$462,4330.05%38,665CommonSOLE
444859102HUMHUMANA INC$458,1600.05%1,761CommonSOLE
46436E726IBDVISHARES TR$458,0370.05%20,679CommonSOLE
87283Q503TSPAT ROWE PRICE ETF INC$456,2750.05%10,887CommonSOLE
74762E102QUREQUANTA SVCS INC$450,8950.05%1,088CommonSOLE
46436E130IBDYISHARES TR$446,1790.05%17,010CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$441,8340.05%633CommonSOLE
904767704UNILEVER PLC$435,0550.05%7,339CommonSOLE
693506107PPGPPG INDS INC$432,6540.05%4,116CommonSHARED
759530108RELXRELX PLC$431,4280.05%9,033CommonSOLE
046353108AZNNASTRAZENECA PLC$419,8470.05%5,472CommonSOLE
501044101KRKROGER CO$418,9830.05%6,215CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$414,1400.05%1,434CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$411,6150.05%6,138CommonSHARED
37733W204GSKGSK PLC$409,8920.05%9,497CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$407,8920.05%973CommonSOLE
78464A532XTNSPDR SERIES TRUST$402,4800.05%4,800CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$400,6010.05%4,484CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$400,0740.05%2,132CommonSOLE
172967424CCITIGROUP INC$396,5850.05%3,907CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$395,1370.05%1,346CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$390,8270.04%2,773CommonSOLE
G0403H108AONAON PLC$381,8130.04%1,071CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$369,8680.04%7,387CommonSOLE
464287705IJJISHARES TR$366,8490.04%2,828CommonSOLE
747525103QCOMQUALCOMM INC$366,5940.04%2,204CommonSHARED
682680103OKEONEOK INC NEW$362,9560.04%4,974CommonSOLE
98978V103ZTSZOETIS INC$352,1150.04%2,406CommonSOLE
872540109TJXTJX COS INC NEW$352,0240.04%2,435CommonSHARED
64110D104NTAPNETAPP INC$350,6220.04%2,960CommonSOLE
009066101ABNBAIRBNB INC$346,6550.04%2,855CommonSOLE
518439104ELLAUDER ESTEE COS INC$344,5500.04%3,910CommonSOLE
142339100CSLCARLISLE COS INC$344,4220.04%1,047CommonSOLE
91913Y100VLOVALERO ENERGY CORP$343,1710.04%2,016CommonSOLE
16411R208LNGCHENIERE ENERGY INC$342,7040.04%1,458CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$341,4550.04%1,792CommonSOLE
922475108VEEVVEEVA SYS INC$334,8510.04%1,124CommonSOLE
46137V282RSPTINVESCO EXCHANGE TRADED FD T$334,3500.04%7,500CommonSOLE
458140100INTCINTEL CORP$334,2500.04%9,963CommonSHARED
55354G100MSCIMSCI INC$333,8530.04%588CommonSOLE
806857108SLBSCHLUMBERGER LTD$331,0650.04%9,632CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$330,8680.04%724CommonSOLE
303250104FICOFAIR ISAAC CORP$329,2370.04%220CommonSOLE
615369105MCOMOODYS CORP$327,8820.04%688CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$326,4730.04%704CommonSOLE
78454L100SMSM ENERGY CO$325,3490.04%13,030CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$324,9450.04%1,006CommonSOLE
29446M102EQNREQUINOR ASA$319,6540.04%13,111CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$314,2390.04%641CommonSOLE
487836108KKELLANOVA$306,5090.03%3,737CommonSOLE
09062W204BLFSBIOLIFE SOLUTIONS INC$306,0950.03%11,999CommonSOLE
911363109URIUNITED RENTALS INC$305,7500.03%320CommonNONE
69370C100PTCPTC INC$304,1240.03%1,498CommonSOLE
244199105DEDEERE & CO$303,5210.03%664CommonSHARED
43300A203HLTHILTON WORLDWIDE HLDGS INC$302,7670.03%1,167CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$302,6010.03%1,506CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$302,1730.03%2,003CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$301,2640.03%3,582CommonSOLE
46641Q647JMUBJ P MORGAN EXCHANGE TRADED F$295,7550.03%5,860CommonSOLE
34959E109FTNTFORTINET INC$294,1960.03%3,499CommonSOLE
92939U106WECWEC ENERGY GROUP INC$293,7390.03%2,563CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$293,3030.03%835CommonSOLE
45780R101IBPINSTALLED BLDG PRODS INC$289,8260.03%1,175CommonSOLE
58155Q103MCKMCKESSON CORP$289,3060.03%374CommonSHARED
670100205NVONOVO-NORDISK A S$285,3380.03%5,142CommonSOLE
690742101OCOWENS CORNING NEW$281,5060.03%1,990CommonSOLE
548661107LOWLOWES COS INC$273,6550.03%1,089CommonSHARED
05969A105TBBKBANCORP INC DEL$273,2740.03%3,649CommonSOLE
464287648IWOISHARES TR$272,9950.03%853CommonSOLE
25434V609DFATDIMENSIONAL ETF TRUST$272,7730.03%4,686CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$266,3700.03%1,914CommonSOLE
05464C101AXONAXON ENTERPRISE INC$264,0920.03%368CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$263,0750.03%1,219CommonSHARED
31428X106FDXFEDEX CORP$260,4460.03%1,104CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$260,0360.03%1,887CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$257,9880.03%423CommonSHARED
81369Y407XLYSELECT SECTOR SPDR TR$257,6130.03%1,075CommonSOLE
12504L109CBRECBRE GROUP INC$256,9810.03%1,631CommonSOLE
78464A409SPYGSPDR SERIES TRUST$253,3330.03%2,424CommonSOLE
337738108FISVFISERV INC$246,9010.03%1,915CommonSOLE
464287762IYHISHARES TR$246,1850.03%4,193CommonSOLE
842587107SOSOUTHERN CO$245,4770.03%2,590CommonSOLE
053332102AZOAUTOZONE INC$244,5440.03%57CommonNONE
482480100KLACKLA CORP$242,7710.03%225CommonSHARED
81369Y209XLVSELECT SECTOR SPDR TR$241,6000.03%1,736CommonSOLE
G25508105CRHCRH PLC$240,3670.03%2,005CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$239,6880.03%3,082CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$238,9890.03%3,349CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$237,6390.03%767CommonSOLE
02209S103MOALTRIA GROUP INC$234,2630.03%3,546CommonSOLE
464288414MUBISHARES TR$232,8940.03%2,187CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$232,4970.03%2,908CommonSOLE
88579Y101MMM3M CO$231,3950.03%1,491CommonSOLE
464288885EFGISHARES TR$231,1770.03%2,030CommonSOLE
15678C102CBLLCERIBELL INC$230,5240.03%20,063CommonSOLE
009158106APDAIR PRODS & CHEMS INC$228,2310.03%837CommonSOLE
097023105BABOEING CO$226,4060.03%1,049CommonSOLE
512807306LRCXLAM RESEARCH CORP$225,4790.03%1,684CommonSHARED
02553E106AEOAMERICAN EAGLE OUTFITTERS IN$224,8940.03%13,144CommonSOLE
013872106AAALCOA CORP$224,1790.03%6,816CommonSOLE
29084Q100EMEEMCOR GROUP INC$223,6520.03%344CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$222,5510.03%643CommonSOLE
88557W101QFINQFIN HOLDINGS INC$215,2490.02%7,479CommonSOLE
78463V107GLDSPDR GOLD TR$214,3490.02%603CommonSOLE
46429B697USMVISHARES TR$213,9070.02%2,248CommonSOLE
12572Q105CMECME GROUP INC$213,8310.02%791CommonSOLE
717081103PFEPFIZER INC$208,6180.02%8,188CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$208,1820.02%1,931CommonSHARED
14149Y108CAHCARDINAL HEALTH INC$207,0780.02%1,319CommonSOLE
922020805VTIPVANGUARD MALVERN FDS$207,0770.02%4,090CommonSOLE
921909768VXUSVANGUARD STAR FDS$204,2930.02%2,781CommonSOLE
464288646IGSBISHARES TR$203,4770.02%3,837CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$202,6930.02%3,763CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$202,2580.02%776CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$201,4280.02%3,542CommonSHARED
G8267P108SWSMURFIT WESTROCK PLC$200,4630.02%4,709CommonSOLE
092915107BZAIBLAIZE HLDGS INC$172,3420.02%49,954CommonSOLE
250565108DBIDESIGNER BRANDS INC$83,6150.01%23,620CommonSOLE
00288U106ABCLABCELLERA BIOLOGICS INC$62,5640.01%12,438CommonSOLE

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.