MondegarAI
Luken Investment Analytics, LLC

Q4 2025 · 13F-HR

Luken Investment Analytics, LLCholdings as filed

Filed 2026-02-03 · accession 0001730546-26-000001

$253.4M
Reported value
400
Positions
2025-12-31
Period end
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The Brief · Luken Investment Analytics, LLC · Q4 2025

AI · grounded in 13F

Luken Investment Analytics, LLC significantly increased its stake in FTSM by 154.841%. The fund also established a new position in BUFR valued at $1.35M. On the selling side, the fund trimmed its holdings in SRLN and SDVD by 99.5605% and 99.2708% respectively.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
33738D812TDVIFIRST TR EXCHANGE-TRADED FD$23.4M9.25%844,667CommonNONE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$22.5M8.88%375,284CommonNONE
33733E856IGLDFIRST TR EXCHANGE-TRADED FD$21.2M8.38%849,185CommonNONE
78464A854SPYMSPDR SERIES TRUST$19.3M7.61%240,385CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$17.0M6.70%362,435CommonNONE
33738D879RDVIFIRST TR EXCHANGE-TRADED FD$16.8M6.61%638,585CommonNONE
78470P846HYBLSSGA ACTIVE TR$16.4M6.48%577,598CommonNONE
33740U869YJUNFIRST TR EXCHNG TRADED FD VI$14.5M5.71%564,547CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$13.7M5.42%20,139CommonNONE
46090E103QQQINVESCO QQQ TR$13.3M5.24%21,608CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$9.1M3.61%47,719CommonNONE
464287200IVVISHARES TR$8.2M3.24%11,975CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$7.0M2.77%158,091CommonNONE
922908363VOOVANGUARD INDEX FDS$6.8M2.66%10,767CommonNONE
78464A409SPYGSPDR SERIES TRUST$4.7M1.86%44,185CommonNONE
78468R663BILSPDR SERIES TRUST$4.0M1.56%43,256CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$3.1M1.24%12,448CommonNONE
546347105LPXLOUISIANA PAC CORP$1.6M0.63%19,800CommonNONE
808524581SGVTSCHWAB STRATEGIC TR$1.5M0.58%14,579CommonNONE
172908105CTASCINTAS CORP$1.5M0.57%7,714CommonNONE
75513E101RTXRTX CORPORATION$1.4M0.57%7,906CommonNONE
291011104EMREMERSON ELEC CO$1.4M0.54%10,369CommonNONE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$1.4M0.53%39,433CommonNONE
037833100AAPLAPPLE INC$1.3M0.50%4,677CommonNONE
87283Q883TFLRT ROWE PRICE ETF INC$1.3M0.50%24,427CommonNONE
023135106AMZNAMAZON COM INC$1.2M0.47%5,158CommonNONE
438516106HONHONEYWELL INTL INC$1.2M0.46%5,985CommonNONE
88579Y101MMM3M CO$1.2M0.46%7,248CommonNONE
94987B105XEADXALLSPRING INCOME OPPORTUNIT$959,2210.38%141,478CommonNONE
30257X104FBKFB FINL CORP$842,1340.33%15,092CommonNONE
717081103PFEPFIZER INC$837,8350.33%33,648CommonNONE
81768T108SFBSSERVISFIRST BANCSHARES INC$635,4130.25%8,851CommonNONE
337344105QQEWFIRST TR EXCHANGE-TRADED FD$627,3580.25%4,414CommonNONE
33738R597FTCEFIRST TR EXCHANGE TRADED FD$626,9170.25%25,170CommonNONE
33740F771DFEBFIRST TR EXCHNG TRADED FD VI$539,2540.21%11,300CommonNONE
33738D408HYLSFIRST TR EXCHANGE-TRADED FD$534,7620.21%12,775CommonNONE
532457108LLYELI LILLY & CO$519,0700.20%483CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$515,2300.20%1,599CommonNONE
594918104MSFTMICROSOFT CORP$461,3730.18%954CommonNONE
33740F623FJANFIRST TR EXCHNG TRADED FD VI$455,4000.18%8,800CommonNONE
244199105DEDEERE & CO$378,0430.15%812CommonNONE
02079K305GOOGLALPHABET INC$371,2180.15%1,186CommonNONE
46431W507NEARISHARES U S ETF TR$367,2580.14%7,187CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$320,7180.13%3,994CommonNONE
126650100CVSCVS HEALTH CORP$309,1870.12%3,896CommonNONE
03073E105CORCENCORA INC$304,3130.12%901CommonNONE
33740F557QJUNFIRST TR EXCHNG TRADED FD VI$301,2340.12%9,461CommonNONE
33740F763FFEBFIRST TR EXCHNG TRADED FD VI$268,7190.11%4,746CommonNONE
46432F842IEFAISHARES TR$266,7700.11%2,982CommonNONE
40412C101HCAHCA HEALTHCARE INC$231,0960.09%495CommonNONE
931142103WMTWALMART INC$222,7090.09%1,999CommonNONE
464287598IWDISHARES TR$220,2020.09%1,047CommonNONE
922908769VTIVANGUARD INDEX FDS$204,5150.08%610CommonNONE
33740U349TJUNFIRST TR EXCHNG TRADED FD VI$198,0980.08%8,834CommonNONE
444859102HUMHUMANA INC$180,0590.07%703CommonNONE
78464A763SDYSPDR SERIES TRUST$179,0990.07%1,287CommonNONE
67066G104NVDANVIDIA CORPORATION$166,5450.07%893CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$160,3450.06%319CommonNONE
478160104JNJJOHNSON & JOHNSON$147,1410.06%711CommonNONE
046353108AZNNASTRAZENECA PLC$143,7790.06%1,564CommonNONE
83444M101SOLVSOLVENTUM CORP$143,4240.06%1,810CommonNONE
191216100KOCOCA COLA CO$136,2550.05%1,949CommonNONE
855244109SBUXSTARBUCKS CORP$135,5780.05%1,610CommonNONE
46138G870VRPINVESCO EXCH TRADED FD TR II$134,6180.05%5,533CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$131,8880.05%434CommonNONE
828730200SFNCSIMMONS 1ST NATL CORP$129,8010.05%6,886CommonNONE
33740F599FMARFIRST TR EXCHNG TRADED FD VI$121,8900.05%2,568CommonNONE
33740U638XFEBFIRST TR EXCHNG TRADED FD VI$120,9670.05%3,387CommonNONE
30231G102XOMEXXON MOBIL CORP$119,1370.05%990CommonNONE
437076102HDHOME DEPOT INC$115,2740.05%335CommonNONE
464287614IWFISHARES TR$105,3350.04%223CommonNONE
922908736VUGVANGUARD INDEX FDS$97,5720.04%200CommonNONE
464288778IATISHARES TR$96,5130.04%1,750CommonNONE
04010L103ARCCARES CAPITAL CORP$93,0580.04%4,600CommonNONE
336920103FPXFIRST TR EXCHANGE-TRADED FD$92,4280.04%565CommonNONE
46434G103IEMGISHARES INC$89,4030.04%1,330CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$85,0940.03%726CommonNONE
78463V107GLDSPDR GOLD TR$81,2440.03%205CommonNONE
166764100CVXCHEVRON CORP NEW$80,4720.03%528CommonNONE
33738R605FVFIRST TR EXCHANGE TRADED FD$80,2230.03%1,275CommonNONE
892356106TSCOTRACTOR SUPPLY CO$79,2660.03%1,585CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$78,3200.03%544CommonNONE
33734X192SKYYFIRST TR EXCHANGE TRADED FD$76,6170.03%589CommonNONE
907818108UNPUNION PAC CORP$75,4100.03%326CommonNONE
742718109PGPROCTER AND GAMBLE CO$75,2380.03%525CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$74,4750.03%1,500CommonNONE
68389X105ORCLORACLE CORP$73,8710.03%379CommonNONE
83443Q103SOLSSOLSTICE ADVANCED MATLS INC$72,6270.03%1,495CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$58,6100.02%1,439CommonNONE
33738D820SDVDFIRST TR EXCH TRADED FD III$55,0450.02%2,565CommonNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$52,5470.02%568CommonNONE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$45,0300.02%600CommonNONE
92826C839VVISA INC$43,4880.02%124CommonNONE
808524763FNDASCHWAB STRATEGIC TR$42,0970.02%1,336CommonNONE
25754A201DPZDOMINOS PIZZA INC$41,6820.02%100CommonNONE
126633205UANCVR PARTNERS LP$41,0000.02%400CommonNONE
02209S103MOALTRIA GROUP INC$40,3620.02%700CommonNONE
46429B697USMVISHARES TR$40,0180.02%425CommonNONE
17275R102CSCOCISCO SYS INC$39,9020.02%518CommonNONE
882508104TXNTEXAS INSTRS INC$39,3820.02%227CommonNONE
98389B100XELXCEL ENERGY INC$39,2200.02%531CommonNONE
254687106DISDISNEY WALT CO$38,1130.02%335CommonNONE
655844108NSCNORFOLK SOUTHN CORP$37,2450.01%129CommonNONE
337345102QTECFIRST TR EXCHANGE-TRADED FD$36,8340.01%160CommonNONE
580135101MCDMCDONALDS CORP$35,4530.01%116CommonNONE
922908744VTVVANGUARD INDEX FDS$34,9510.01%183CommonNONE
872540109TJXTJX COS INC NEW$33,7940.01%220CommonNONE
00287Y109ABBVABBVIE INC$32,6740.01%143CommonNONE
172967424CCITIGROUP INC$31,5060.01%270CommonNONE
88160R101TSLATESLA INC$31,4800.01%70CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$31,3260.01%108CommonNONE
30303M102METAMETA PLATFORMS INC$31,0240.01%47CommonNONE
595112103MUMICRON TECHNOLOGY INC$30,8240.01%108CommonNONE
922908629VOVANGUARD INDEX FDS$30,7630.01%106CommonNONE
00206R102TAT&T INC$29,7830.01%1,199CommonNONE
46432F834IXUSISHARES TR$29,3700.01%347CommonNONE
78467V608SRLNSSGA ACTIVE ETF TR$28,9100.01%701CommonNONE
697435105PANWPALO ALTO NETWORKS INC$28,3670.01%154CommonNONE
674599105OXYOCCIDENTAL PETE CORP$26,3170.01%640CommonNONE
87612E106TGTTARGET CORP$26,0990.01%267CommonNONE
744320102PRUPRUDENTIAL FINL INC$25,1720.01%223CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$23,2830.01%27CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$23,2680.01%150CommonNONE
92204A884VOXVANGUARD WORLD FD$23,2360.01%120CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$23,2200.01%150CommonNONE
808513105SCHWSCHWAB CHARLES CORP$23,1790.01%232CommonNONE
406216101HALHALLIBURTON CO$22,8910.01%810CommonNONE
002824100ABTABBOTT LABS$22,4270.01%179CommonNONE
064058100BKBANK NEW YORK MELLON CORP$21,9410.01%189CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$20,5890.01%454CommonNONE
86881A100SGRYSURGERY PARTNERS INC$19,6990.01%1,275CommonNONE
11135F101AVGOBROADCOM INC$18,3430.01%53CommonNONE
31428X106FDXFEDEX CORP$17,9090.01%62CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$17,5220.01%61CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$17,3840.01%30CommonNONE
G54950103LINLINDE PLC$16,6290.01%39CommonNONE
235851102DHRDANAHER CORPORATION$16,4820.01%72CommonNONE
539830109LMTLOCKHEED MARTIN CORP$16,4450.01%34CommonNONE
20030N101CMCSACOMCAST CORP NEW$15,8420.01%530CommonNONE
58933Y105MRKMERCK & CO INC$15,6840.01%149CommonNONE
345370860FFORD MTR CO$15,3370.01%1,169CommonNONE
09290D101BLKBLACKROCK INC$14,9850.01%14CommonNONE
57636Q104MAMASTERCARD INCORPORATED$14,8430.01%26CommonNONE
72651A207PAGPPLAINS GP HLDGS L P$14,3550.01%750CommonNONE
74340W103PLDPROLOGIS INC.$13,7870.01%108CommonNONE
369604301GEGE AEROSPACE$13,5530.01%44CommonNONE
65339F101NEENEXTERA ENERGY INC$13,2460.01%165CommonNONE
49456B101KMIKINDER MORGAN INC DEL$12,7280.01%463CommonNONE
02079K107GOOGALPHABET INC$12,5520.00%40CommonNONE
747525103QCOMQUALCOMM INC$12,1450.00%71CommonNONE
461202103INTUINTUIT$11,9240.00%18CommonNONE
69351T106PPLPPL CORP$11,7670.00%336CommonNONE
00214Q104ARKKARK ETF TR$10,8460.00%141CommonNONE
01879R106XAWFXALLIANCEBERNSTEIN GLOBAL HIG$10,6900.00%1,000CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$10,6450.00%51CommonNONE
48251W104KKRKKR & CO INC$10,1980.00%80CommonNONE
025816109AXPAMERICAN EXPRESS CO$9,9890.00%27CommonNONE
14040H105COFCAPITAL ONE FINL CORP$9,6940.00%40CommonNONE
060505104BACBANK AMERICA CORP$9,3500.00%170CommonNONE
670346105NUENUCOR CORP$9,2970.00%57CommonNONE
026874784AIGAMERICAN INTL GROUP INC$9,1540.00%107CommonNONE
58155Q103MCKMCKESSON CORP$9,0230.00%11CommonNONE
172062101CINFCINCINNATI FINL CORP$8,6560.00%53CommonNONE
26142V105DKNGDRAFTKINGS INC NEW$8,6150.00%250CommonNONE
718172109PMPHILIP MORRIS INTL INC$8,5010.00%53CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$8,4950.00%15CommonNONE
412822108HOGHARLEY DAVIDSON INC$8,4420.00%412CommonNONE
37045V100GMGENERAL MTRS CO$8,2950.00%102CommonNONE
609839105MPWRMONOLITHIC PWR SYS INC$8,1570.00%9CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$8,0120.00%278CommonNONE
701094104PHPARKER-HANNIFIN CORP$7,9110.00%9CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$7,8720.00%155CommonNONE
778296103ROSTROSS STORES INC$7,5660.00%42CommonNONE
844741108LUVSOUTHWEST AIRLS CO$7,5220.00%182CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$7,5050.00%29CommonNONE
458140100INTCINTEL CORP$7,2690.00%197CommonNONE
94106L109WMWASTE MGMT INC DEL$7,2500.00%33CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$7,0530.00%83CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$6,8770.00%22CommonNONE
G87052109TELTE CONNECTIVITY PLC$6,8250.00%30CommonNONE
548661107LOWLOWES COS INC$6,7520.00%28CommonNONE
55261F104MTBM & T BK CORP$6,6490.00%33CommonNONE
743315103PGRPROGRESSIVE CORP$6,6040.00%29CommonNONE
955306105WSTWEST PHARMACEUTICAL SVSC INC$6,6030.00%24CommonNONE
H1467J104CBCHUBB LIMITED$6,5550.00%21CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$6,4200.00%51CommonNONE
294429105EFXEQUIFAX INC$6,2920.00%29CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$6,1820.00%117CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$6,1750.00%8CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$6,1530.00%7CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$6,1070.00%51CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$5,9650.00%73CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$5,8070.00%10CommonNONE
23804L103DDOGDATADOG INC$5,7120.00%42CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$5,7020.00%10CommonNONE
911363109URIUNITED RENTALS INC$5,6650.00%7CommonNONE
009066101ABNBAIRBNB INC$5,5650.00%41CommonNONE
278865100ECLECOLAB INC$5,5130.00%21CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$5,5080.00%20CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$5,5010.00%38CommonNONE
126408103CSXCSX CORP$5,4380.00%150CommonNONE
81762P102NOWSERVICENOW INC$5,3620.00%35CommonNONE
03990B101ARESARES MANAGEMENT CORPORATION$5,3340.00%33CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$5,1240.00%95CommonNONE
20825C104COPCONOCOPHILLIPS$5,0550.00%54CommonNONE
22052L104CTVACORTEVA INC$5,0270.00%75CommonNONE
831865209AOSSMITH A O CORP$4,9490.00%74CommonNONE
92345Y106VRSKVERISK ANALYTICS INC$4,9210.00%22CommonNONE
745867101PHMPULTE GROUP INC$4,8080.00%41CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$4,6220.00%14CommonNONE
80105N105SNYSANOFI SA$4,5070.00%93CommonNONE
713448108PEPPEPSICO INC$4,3060.00%30CommonNONE
036752103ELVELEVANCE HEALTH INC FORMERLY$4,2070.00%12CommonNONE
45687V106IRINGERSOLL RAND INC$4,1990.00%53CommonNONE
427866108HSYHERSHEY CO$4,1860.00%23CommonNONE
833445109SNOWSNOWFLAKE INC$4,1680.00%19CommonNONE
82509L107SHOPSHOPIFY INC$4,0240.00%25CommonNONE
36828A101GEVGE VERNOVA INC$3,9210.00%6CommonNONE
91913Y100VLOVALERO ENERGY CORP$3,9070.00%24CommonNONE
268150109DTDYNATRACE INC$3,8570.00%89CommonNONE
79589L106IOTSAMSARA INC$3,6870.00%104CommonNONE
143658300CCL1EURCARNIVAL CORP$3,5120.00%115CommonNONE
872590104TMUST-MOBILE US INC$3,4520.00%17CommonNONE
05550J101BJBJS WHSL CLUB HLDGS INC$3,3310.00%37CommonNONE
92338C103VLTOVERALTO CORP$3,2930.00%33CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$3,2560.00%88CommonNONE
629377508NRGNRG ENERGY INC$3,1850.00%20CommonNONE
92936U109WPCWP CAREY INC$3,0890.00%48CommonNONE
670100205NVONOVO-NORDISK A S$2,9510.00%58CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$2,8440.00%16CommonNONE
37954A303XRNGLOBAL MED REIT INC$2,6990.00%80CommonNONE
617446448MSMORGAN STANLEY$2,6630.00%15CommonNONE
88339J105TTDTHE TRADE DESK INC$2,6190.00%69CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$2,3700.00%8CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$2,3560.00%11CommonNONE
949746101WMT2WELLS FARGO CO NEW$2,3300.00%25CommonNONE
16119P108CHTRCHARTER COMMUNICATIONS INC N$2,0880.00%10CommonNONE
64110L106NFLXNETFLIX INC$1,8750.00%20CommonNONE
149123101CATCATERPILLAR INC$1,7190.00%3CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$1,6950.00%42CommonNONE
78409V104SPGIS&P GLOBAL INC$1,5680.00%3CommonNONE
674599162OXY/WSOCCIDENTAL PETE CORP$1,5410.00%80CommonNONE
09260D107BXBLACKSTONE INC$1,5410.00%10CommonNONE
032095101APHAMPHENOL CORP NEW$1,4870.00%11CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$1,4600.00%25CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$1,4300.00%15CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$1,4060.00%3CommonNONE
00724F101ADBEADOBE INC$1,4000.00%4CommonNONE
031162100AMGNAMGEN INC$1,3090.00%4CommonNONE
038222105AMATAPPLIED MATLS INC$1,2850.00%5CommonNONE
375558103GILDGILEAD SCIENCES INC$1,2270.00%10CommonNONE
482480100KLACKLA CORP$1,2150.00%1CommonNONE
902973304USBUS BANCORP DEL$1,0670.00%20CommonNONE
03076C106AMPAMERIPRISE FINL INC$9810.00%2CommonNONE
871607107SNPSSYNOPSYS INC$9390.00%2CommonNONE
571903202MARMARRIOTT INTL INC NEW$9310.00%3CommonNONE
95040Q104WELLWELLTOWER INC$9280.00%5CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$9070.00%2CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$9020.00%11CommonNONE
374396406GEVOGEVO INC$9000.00%450CommonNONE
052769106ADSKAUTODESK INC$8880.00%3CommonNONE
25746U109DDOMINION ENERGY INC$8790.00%15CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$8780.00%5CommonNONE
842587107SOSOUTHERN CO$8720.00%10CommonNONE
512807306LRCXLAM RESEARCH CORP$8560.00%5CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$8050.00%3CommonNONE
34959E109FTNTFORTINET INC$7940.00%10CommonNONE
59156R108METMETLIFE INC$7890.00%10CommonNONE
679580100ODFLOLD DOMINION FREIGHT LINE IN$7840.00%5CommonNONE
89832Q109TFCTRUIST FINL CORP$7380.00%15CommonNONE
23331A109DHID R HORTON INC$7200.00%5CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$7070.00%2CommonNONE
247361702DALDELTA AIR LINES INC DEL$6940.00%10CommonNONE
25809K105DASHDOORDASH INC$6790.00%3CommonNONE
45168D104IDXXIDEXX LABS INC$6770.00%1CommonNONE
03831W108APPAPPLOVIN CORP$6740.00%1CommonNONE
704326107PAYXPAYCHEX INC$6730.00%6CommonNONE
369550108GDGENERAL DYNAMICS CORP$6730.00%2CommonNONE
65249B109NWSANEWS CORP NEW$6530.00%25CommonNONE
852234103XYZBLOCK INC$6510.00%10CommonNONE
824348106SHWSHERWIN WILLIAMS CO$6480.00%2CommonNONE
12504L109CBRECBRE GROUP INC$6430.00%4CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$6370.00%10CommonNONE
020002101ALLALLSTATE CORP$6240.00%3CommonNONE
443201108HWMHOWMET AEROSPACE INC$6150.00%3CommonNONE
217204106CPRTCOPART INC$5870.00%15CommonNONE
260003108DOVDOVER CORP$5860.00%3CommonNONE
174610105CFGCITIZENS FINL GROUP INC$5840.00%10CommonNONE
075887109BDXBECTON DICKINSON & CO$5820.00%3CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$5770.00%5CommonNONE
806857108SLBSLB LIMITED$5760.00%15CommonNONE
55354G100MSCIMSCI INC$5740.00%1CommonNONE
05464C101AXONAXON ENTERPRISE INC$5680.00%1CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$5550.00%3CommonNONE
001055102AFLAFLAC INC$5510.00%5CommonNONE
693718108PCARPACCAR INC$5480.00%5CommonNONE
12572Q105CMECME GROUP INC$5460.00%2CommonNONE
79466L302CRMSALESFORCE INC$5300.00%2CommonNONE
26875P101EOGEOG RES INC$5250.00%5CommonNONE
243537107DECKDECKERS OUTDOOR CORP$5180.00%5CommonNONE
12008R107BLDRBUILDERS FIRSTSOURCE INC$5140.00%5CommonNONE
231021106CMICUMMINS INC$5100.00%1CommonNONE
023608102AEEAMEREN CORP$4990.00%5CommonNONE
651639106NEMNEWMONT CORP$4990.00%5CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$4960.00%5CommonNONE
009158106APDAIR PRODS & CHEMS INC$4940.00%2CommonNONE
56585A102MPCMARATHON PETE CORP$4880.00%3CommonNONE
681919106OMCOMNICOM GROUP INC$4850.00%6CommonNONE
G0450A105ACGLARCH CAP GROUP LTD$4800.00%5CommonNONE
260557103DOWDOW INC$4680.00%20CommonNONE
253868103DLRDIGITAL RLTY TR INC$4640.00%3CommonNONE
29364G103ETRENTERGY CORP NEW$4620.00%5CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$4560.00%5CommonNONE
05722G100BKRBAKER HUGHES COMPANY$4550.00%10CommonNONE
46266C105IQVIQVIA HLDGS INC$4510.00%2CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$4460.00%2CommonNONE
22822V101CCICROWN CASTLE INC$4440.00%5CommonNONE
219350105GLWCORNING INC$4380.00%5CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$4370.00%5CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$4260.00%5CommonNONE
74762E102QUREQUANTA SVCS INC$4220.00%1CommonNONE
49271V100KDPKEURIG DR PEPPER INC$4200.00%15CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$4190.00%5CommonNONE
87256C101TKOTKO GROUP HOLDINGS INC$4180.00%2CommonNONE
87165B103SYFSYNCHRONY FINANCIAL$4170.00%5CommonNONE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$4150.00%5CommonNONE
46284V101IRMIRON MTN INC DEL$4150.00%5CommonNONE
416515104HIGHARTFORD INSURANCE GROUP INC$4130.00%3CommonNONE
15135B101CNCCENTENE CORP DEL$4120.00%10CommonNONE
031100100AMEAMETEK INC$4110.00%2CommonNONE
216648501COOCOOPER COS INC$4100.00%5CommonNONE
418056107HASHASBRO INC$4100.00%5CommonNONE
285512109EAELECTRONIC ARTS INC$4090.00%2CommonNONE
115236101BROBROWN & BROWN INC$3990.00%5CommonNONE
194162103CLCOLGATE PALMOLIVE CO$3950.00%5CommonNONE
460146103IPINTERNATIONAL PAPER CO$3940.00%10CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$3920.00%3CommonNONE
773903109ROKROCKWELL AUTOMATION INC$3890.00%1CommonNONE
718546104PSXPHILLIPS 66$3870.00%3CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$3830.00%1CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$3830.00%5CommonNONE
902653104UDRUDR INC$3670.00%10CommonNONE
35137L105FOXAFOX CORP$3650.00%5CommonNONE
969904101WSMWILLIAMS SONOMA INC$3570.00%2CommonNONE
G0403H108AONAON PLC$3530.00%1CommonNONE
084423102WRBBERKLEY W R CORP$3510.00%5CommonNONE
863667101SYKSTRYKER CORPORATION$3510.00%1CommonNONE
15677J108DAYDAYFORCE INC$3460.00%5CommonNONE
958102105WDCWESTERN DIGITAL CORP$3450.00%2CommonNONE
30040W108ESEVERSOURCE ENERGY$3370.00%5CommonNONE
101121101BXPBXP INC$3370.00%5CommonNONE
22160N109CSGPCOSTAR GROUP INC$3360.00%5CommonNONE
G29183103ETNEATON CORP PLC$3190.00%1CommonNONE
29476L107EQREQUITY RESIDENTIAL$3150.00%5CommonNONE
501044101KRKROGER CO$3120.00%5CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$3010.00%2CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$2940.00%1CommonNONE
929160109VMCVULCAN MATLS CO$2850.00%1CommonNONE
45784P101PODDINSULET CORP$2840.00%1CommonNONE
30212P303EXPEEXPEDIA GROUP INC$2830.00%1CommonNONE
756109104OREALTY INCOME CORP$2820.00%5CommonNONE
34959J108FTVFORTIVE CORP$2760.00%5CommonNONE
668771108GENGEN DIGITAL INC$2720.00%10CommonNONE
032654105ADIANALOG DEVICES INC$2710.00%1CommonNONE
7591EP100RFREGIONS FINANCIAL CORP NEW$2710.00%10CommonNONE
26884L109EQTEQT CORP$2680.00%5CommonNONE
127097103CTRACOTERRA ENERGY INC$2630.00%10CommonNONE
G491BT108IVZINVESCO LTD$2630.00%10CommonNONE
336433107FSLRFIRST SOLAR INC$2610.00%1CommonNONE
98978V103ZTSZOETIS INC$2520.00%2CommonNONE
366651107ITGARTNER INC$2520.00%1CommonNONE
504922105LHLABCORP HOLDINGS INC$2510.00%1CommonNONE
03743Q108APAAPA CORPORATION$2450.00%10CommonNONE
761152107RMDRESMED INC$2410.00%1CommonNONE
354613101BENFRANKLIN RESOURCES INC$2390.00%10CommonNONE
962166104WYWEYERHAEUSER CO MTN BE$2370.00%10CommonNONE
73278L105POOLPOOL CORP$2290.00%1CommonNONE
466313103JBLJABIL INC$2280.00%1CommonNONE
G66721104NCLHNORWEGIAN CRUISE LINE HLDG L$2230.00%10CommonNONE
913903100UHSUNIVERSAL HLTH SVCS INC$2180.00%1CommonNONE
30161N101EXCEXELON CORP$2180.00%5CommonNONE
929740108WABWABTEC$2130.00%1CommonNONE
14149Y108CAHCARDINAL HEALTH INC$2060.00%1CommonNONE
493267108KEYKEYCORP$2060.00%10CommonNONE
29414B104EPAMEPAM SYS INC$2050.00%1CommonNONE
H2906T109GRMNGARMIN LTD$2030.00%1CommonNONE
311900104FASTFASTENAL CO$2010.00%5CommonNONE
26614N102DDDUPONT DE NEMOURS INC$2010.00%5CommonNONE
552953101MGMMGM RESORTS INTERNATIONAL$1820.00%5CommonNONE
525327102LDOSLEIDOS HOLDINGS INC$1800.00%1CommonNONE
49177J102KVUEKENVUE INC$1730.00%10CommonNONE
858119100STLDSTEEL DYNAMICS INC$1690.00%1CommonNONE
049560105ATOATMOS ENERGY CORP$1680.00%1CommonNONE
69331C108PCGPG&E CORP$1610.00%10CommonNONE
501889208LKQLKQ CORP$1510.00%5CommonNONE
665859104NTRSNORTHERN TR CORP$1370.00%1CommonNONE
00846U101AAGILENT TECHNOLOGIES INC$1360.00%1CommonNONE
G0250X107AMCRAMCOR PLC$1250.00%15CommonNONE
526057104LENLENNAR CORP$1030.00%1CommonNONE
465741106ITRIITRON INC$460.00%1CommonNONE

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.