Now live: Pro — the full 13F research suite for serious investorsSee pricing →
Chicago Capital, LLC

Q2 2024 · 13F-HR

Chicago Capital, LLCholdings as filed

Filed 2024-08-06 · accession 0001740053-24-000006

$3.36B
Reported value
307
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
30303M102METAMETA PLATFORMS INC$155.3M4.62%308,066CommonSOLE
023135106AMZNAMAZON COM INC$133.6M3.97%691,270CommonSOLE
02079K305GOOGLALPHABET INC$133.1M3.96%730,911CommonSOLE
594918104MSFTMICROSOFT CORP$120.4M3.58%269,385CommonSOLE
037833100AAPLAPPLE INC$115.0M3.42%545,774CommonSOLE
92826C839VVISA INC$101.0M3.00%384,891CommonSOLE
67066G104NVDANVIDIA CORPORATION$94.4M2.81%764,200CommonSOLE
461202103INTUINTUIT$93.1M2.77%141,599CommonSOLE
743315103PGRPROGRESSIVE CORP$84.5M2.51%406,593CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$80.8M2.40%95,083CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$77.0M2.29%562,678CommonSOLE
252131107DXCMDEXCOM INC$76.8M2.28%677,324CommonSOLE
22160N109CSGPCOSTAR GROUP INC$67.6M2.01%912,184CommonSOLE
79466L302CRMSALESFORCE INC$66.7M1.98%259,356CommonSOLE
893641100TDGTRANSDIGM GROUP INC$65.9M1.96%51,553CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$65.6M1.95%377,199CommonSOLE
303250104FICOFAIR ISAAC CORP$63.1M1.88%42,366CommonSOLE
863667101SYKSTRYKER CORPORATION$63.0M1.87%185,198CommonSOLE
268158201DVAXDYNAVAX TECHNOLOGIES CORP$62.9M1.87%5,602,073CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$60.6M1.80%833,619CommonSOLE
N07059210ASMLASML HOLDING N V$60.6M1.80%59,239CommonSOLE
81762P102NOWSERVICENOW INC$60.2M1.79%76,548CommonSOLE
64110L106NFLXNETFLIX INC$58.7M1.74%86,924CommonSOLE
536797103LADLITHIA MTRS INC$54.1M1.61%214,436CommonSOLE
98138H101WDAYWORKDAY INC$53.6M1.59%239,611CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$53.2M1.58%120,536CommonSOLE
88339J105TTDTHE TRADE DESK INC$51.6M1.53%527,943CommonSOLE
72352L106PINSPINTEREST INC$48.4M1.44%1,098,196CommonSOLE
98978V103ZTSZOETIS INC$47.5M1.41%274,140CommonSOLE
45168D104IDXXIDEXX LABS INC$45.7M1.36%93,717CommonSOLE
922475108VEEVVEEVA SYS INC$44.9M1.34%245,611CommonSOLE
53220K504LGNDLIGAND PHARMACEUTICALS INC$43.4M1.29%514,946CommonSOLE
M6372Q113KRNTKORNIT DIGITAL LTD$41.8M1.24%2,857,604CommonSOLE
88076W103TDCTERADATA CORP DEL$35.6M1.06%1,031,027CommonSOLE
30231G102XOMEXXON MOBIL CORP$35.4M1.05%307,589CommonSOLE
548661107LOWLOWES COS INC$33.8M1.00%153,192CommonSOLE
875372203TNDMTANDEM DIABETES CARE INC$33.1M0.98%821,062CommonSOLE
45784P101PODDINSULET CORP$32.9M0.98%162,877CommonSOLE
122017106BURLBURLINGTON STORES INC$27.3M0.81%113,627CommonSOLE
532457108LLYELI LILLY & CO$24.4M0.72%26,925CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$22.1M0.66%54,395CommonSOLE
00724F101ADBEADOBE INC$21.8M0.65%39,274CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$21.4M0.64%38,739CommonSOLE
G29183103ETNEATON CORP PLC$19.3M0.58%61,702CommonSOLE
02079K107GOOGALPHABET INC$17.3M0.51%94,334CommonSOLE
617700109MORNMORNINGSTAR INC$17.3M0.51%58,442CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$16.1M0.48%117,081CommonSOLE
437076102HDHOME DEPOT INC$16.1M0.48%46,655CommonSOLE
74276L105PRCTPROCEPT BIOROBOTICS CORP$14.2M0.42%232,983CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$14.0M0.42%45,404CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$13.4M0.40%144,566CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$13.0M0.39%29,244CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$13.0M0.39%25,838CommonSOLE
74762E102QUREQUANTA SVCS INC$12.4M0.37%48,795CommonSOLE
G54950103LINLINDE PLC$12.3M0.37%28,035CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$12.0M0.36%59,214CommonSOLE
68218J103OABIOMNIAB INC$11.9M0.35%3,182,970CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$11.4M0.34%70,137CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$10.1M0.30%32,653CommonSOLE
464287200IVVISHARES TR$10.0M0.30%18,261CommonSOLE
311900104FASTFASTENAL CO$9.4M0.28%149,331CommonSOLE
000361105AIRAAR CORP$9.3M0.28%127,951CommonSOLE
78409V104SPGIS&P GLOBAL INC$9.3M0.28%20,788CommonSOLE
00287Y109ABBVABBVIE INC$9.2M0.27%53,483CommonSOLE
58155Q103MCKMCKESSON CORP$8.7M0.26%14,945CommonSOLE
478160104JNJJOHNSON & JOHNSON$8.7M0.26%59,689CommonSOLE
713448108PEPPEPSICO INC$7.9M0.24%48,083CommonSOLE
46284V101IRMIRON MTN INC DEL$7.6M0.23%85,092CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$7.1M0.21%30,063CommonSOLE
922908363VOOVANGUARD INDEX FDS$6.7M0.20%13,488CommonSOLE
05464C101AXONAXON ENTERPRISE INC$6.3M0.19%21,538CommonSOLE
92840M102VSTVISTRA CORP$6.1M0.18%71,159CommonSOLE
747525103QCOMQUALCOMM INC$6.1M0.18%30,617CommonSOLE
68389X105ORCLORACLE CORP$6.1M0.18%43,107CommonSOLE
11135F101AVGOBROADCOM INC$6.1M0.18%3,780CommonSOLE
742718109PGPROCTER AND GAMBLE CO$6.0M0.18%36,181CommonSOLE
217204106CPRTCOPART INC$6.0M0.18%110,065CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$5.9M0.18%12,669CommonSOLE
58733R102MELIMERCADOLIBRE INC$5.9M0.18%3,602CommonSOLE
031162100AMGNAMGEN INC$5.7M0.17%18,351CommonSOLE
704326107PAYXPAYCHEX INC$5.1M0.15%43,187CommonSOLE
149123101CATCATERPILLAR INC$4.9M0.15%14,782CommonSOLE
191216100KOCOCA COLA CO$4.7M0.14%74,092CommonSOLE
002824100ABTABBOTT LABS$4.6M0.14%44,626CommonSOLE
580135101MCDMCDONALDS CORP$4.3M0.13%16,858CommonSOLE
384802104GWWGRAINGER W W INC$4.2M0.12%4,634CommonSOLE
48123V102ZDZIFF DAVIS INC$4.2M0.12%75,474CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$4.1M0.12%13,491CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$3.7M0.11%16,990CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$3.6M0.11%6,643CommonSOLE
922908769VTIVANGUARD INDEX FDS$3.6M0.11%13,303CommonSOLE
09260D107BXBLACKSTONE INC$3.5M0.10%27,969CommonSOLE
37940X102GPNGLOBAL PMTS INC$3.4M0.10%35,514CommonSOLE
85208R101CEFSPROTT PHYSICAL GOLD & SILVE$3.4M0.10%153,865CommonSOLE
88160R101TSLATESLA INC$3.4M0.10%17,063CommonSOLE
01626W101ALITALIGHT INC$3.4M0.10%454,908CommonSOLE
94106L109WMWASTE MGMT INC DEL$3.3M0.10%15,665CommonSOLE
85207H104PHYSSPROTT PHYSICAL GOLD TR$3.3M0.10%183,978CommonSOLE
58933Y105MRKMERCK & CO INC$3.1M0.09%25,147CommonSOLE
464287226AGGISHARES TR$3.1M0.09%32,072CommonSOLE
369604301GEGE AEROSPACE$3.0M0.09%18,639CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$2.9M0.09%2,775CommonSOLE
025816109AXPAMERICAN EXPRESS CO$2.9M0.09%12,579CommonSOLE
761152107RMDRESMED INC$2.8M0.08%14,700CommonSOLE
922908736VUGVANGUARD INDEX FDS$2.8M0.08%7,454CommonSOLE
907818108UNPUNION PAC CORP$2.8M0.08%12,174CommonSOLE
852234103XYZBLOCK INC$2.6M0.08%40,310CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$2.5M0.07%9,657CommonSOLE
291011104EMREMERSON ELEC CO$2.5M0.07%22,648CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$2.3M0.07%6,118CommonSOLE
11271J107BNBROOKFIELD CORP$2.3M0.07%56,363CommonSOLE
595112103MUMICRON TECHNOLOGY INC$2.3M0.07%17,583CommonSOLE
438516106HONHONEYWELL INTL INC$2.2M0.07%10,287CommonSOLE
443510607HUBBHUBBELL INC$2.1M0.06%5,836CommonSOLE
278865100ECLECOLAB INC$2.1M0.06%8,913CommonSOLE
717081103PFEPFIZER INC$2.1M0.06%75,197CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$2.0M0.06%80,650CommonSOLE
931142103WMTWALMART INC$2.0M0.06%29,787CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$2.0M0.06%1,856CommonSOLE
20848V105CCSICONSENSUS CLOUD SOLUTIONS IN$1.9M0.06%112,537CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$1.8M0.05%7,726CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$1.8M0.05%3CommonSOLE
042068205ARMARM HOLDINGS PLC$1.7M0.05%10,612CommonSOLE
17275R102CSCOCISCO SYS INC$1.7M0.05%36,247CommonSOLE
882508104TXNTEXAS INSTRS INC$1.6M0.05%8,432CommonSOLE
988498101YUMYUM BRANDS INC$1.6M0.05%12,347CommonSOLE
855244109SBUXSTARBUCKS CORP$1.6M0.05%20,997CommonSOLE
75513E101RTXRTX CORPORATION$1.6M0.05%15,921CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$1.6M0.05%27,235CommonSOLE
670100205NVONOVO-NORDISK A S$1.6M0.05%10,922CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.5M0.05%8,950CommonSOLE
09239B109BLBLACKLINE INC$1.5M0.05%31,833CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$1.5M0.04%8,273CommonSOLE
040413106ANETEURARISTA NETWORKS INC$1.5M0.04%4,259CommonSOLE
72201R635MINOPIMCO ETF TR$1.5M0.04%32,688CommonSOLE
166764100CVXCHEVRON CORP NEW$1.5M0.04%9,454CommonSOLE
316773100FITBFIFTH THIRD BANCORP$1.5M0.04%40,372CommonSOLE
H1467J104CBCHUBB LIMITED$1.4M0.04%5,549CommonSOLE
98980G102ZSZSCALER INC$1.4M0.04%7,362CommonSOLE
464287655IWMISHARES TR$1.4M0.04%6,862CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$1.4M0.04%16,070CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$1.4M0.04%20,812CommonSOLE
682680103OKEONEOK INC NEW$1.3M0.04%16,277CommonSOLE
458140100INTCINTEL CORP$1.3M0.04%42,834CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$1.3M0.04%17,033CommonSOLE
46090E103QQQINVESCO QQQ TR$1.3M0.04%2,695CommonSOLE
235851102DHRDANAHER CORPORATION$1.3M0.04%5,052CommonSOLE
464287648IWOISHARES TR$1.3M0.04%4,774CommonSOLE
602496101MDXGMIMEDX GROUP INC$1.2M0.04%177,390CommonSOLE
949746101WMT2WELLS FARGO CO NEW$1.2M0.04%19,969CommonSOLE
M7516K103NVMINOVA LTD$1.2M0.03%5,000CommonSOLE
254687106DISDISNEY WALT CO$1.2M0.03%11,808CommonSOLE
86800U104SMCIUSDSUPER MICRO COMPUTER INC$1.2M0.03%1,411CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$1.1M0.03%27,551CommonSOLE
464287150ITOTISHARES TR$1.1M0.03%9,418CommonSOLE
665859104NTRSNORTHERN TR CORP$1.1M0.03%13,252CommonSOLE
46435G326IDEVISHARES TR$1.1M0.03%16,856CommonSOLE
036752103ELVELEVANCE HEALTH INC$1.1M0.03%2,036CommonSOLE
571903202MARMARRIOTT INTL INC NEW$1.1M0.03%4,543CommonSOLE
872540109TJXTJX COS INC NEW$1.1M0.03%9,975CommonSOLE
16359R103CHECHEMED CORP NEW$1.1M0.03%2,000CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$1.1M0.03%14,557CommonSOLE
055622104BPBP PLC$1.1M0.03%29,527CommonSOLE
504922105LHLABCORP HOLDINGS INC$1.0M0.03%5,054CommonSOLE
009066101ABNBAIRBNB INC$1.0M0.03%6,734CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$1.0M0.03%10,070CommonSOLE
366651107ITGARTNER INC$987,9320.03%2,200CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$985,8420.03%34,018CommonSOLE
032654105ADIANALOG DEVICES INC$982,6590.03%4,305CommonSOLE
009158106APDAIR PRODS & CHEMS INC$975,4290.03%3,780CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$970,6410.03%3,550CommonSOLE
654106103NKENIKE INC$956,6450.03%12,693CommonSOLE
464287614IWFISHARES TR$954,0320.03%2,617CommonSOLE
244199105DEDEERE & CO$930,3390.03%2,490CommonSOLE
533900106LECOLINCOLN ELEC HLDGS INC$913,6440.03%4,843CommonSOLE
231021106CMICUMMINS INC$902,2380.03%3,258CommonSOLE
695156109PKGPACKAGING CORP AMER$884,8680.03%4,847CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$875,9070.03%221CommonSOLE
20030N101CMCSACOMCAST CORP NEW$863,4390.03%22,049CommonSOLE
097023105BABOEING CO$854,1960.03%4,693CommonSOLE
72201R577BILZPIMCO ETF TR$837,1080.02%8,280CommonSOLE
833445109SNOWSNOWFLAKE INC$830,2630.02%6,146CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$827,2340.02%1,771CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$814,0470.02%12,905CommonSOLE
36828A101GEVGE VERNOVA INC$800,6090.02%4,668CommonSOLE
46435G425ESGUISHARES TR$799,4440.02%6,700CommonSOLE
98422X101XPOFXPONENTIAL FITNESS INC$758,0200.02%48,591CommonSOLE
92206C714VONVVANGUARD SCOTTSDALE FDS$743,4180.02%9,709CommonSOLE
670346105NUENUCOR CORP$736,7930.02%4,661CommonSOLE
018802108LNTALLIANT ENERGY CORP$731,8910.02%14,379CommonSOLE
303075105FDSFACTSET RESH SYS INC$723,0460.02%1,771CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$705,3740.02%7,709CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$696,2490.02%7,233CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$692,5980.02%5,061CommonSOLE
665809109NTICNORTHERN TECHNOLOGIES INTL C$687,9690.02%41,544CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$674,4160.02%4,880CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$672,6000.02%1,487CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$668,4320.02%3,439CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$661,9000.02%5,606CommonSOLE
G0403H108AONAON PLC$660,5550.02%2,250CommonSOLE
00206R102TAT&T INC$657,9590.02%34,430CommonSOLE
G3421J106FERG1GBXFERGUSON PLC NEW$656,6810.02%3,391CommonSOLE
02209S103MOALTRIA GROUP INC$640,9600.02%14,072CommonSOLE
70438V106PCTYPAYLOCITY HLDG CORP$639,4730.02%4,850CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$622,3330.02%10,295CommonSOLE
464287309IVWISHARES TR$614,1880.02%6,637CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$607,5470.02%1,193CommonSOLE
172908105CTASCINTAS CORP$595,9210.02%851CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$582,2940.02%14,021CommonSOLE
370334104GISGENERAL MLS INC$576,4250.02%9,112CommonSOLE
464287630IWNISHARES TR$563,5100.02%3,700CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$556,7100.02%6,345CommonSOLE
00326A104SGOLETFS GOLD TR$549,7230.02%24,740CommonSOLE
060505104BACBANK AMERICA CORP$543,7750.02%13,673CommonSOLE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$539,7010.02%14,184CommonSOLE
125523100CITHE CIGNA GROUP$539,4900.02%1,632CommonSOLE
842587107SOSOUTHERN CO$538,4130.02%6,941CommonSOLE
337738108FISVFISERV INC$529,2410.02%3,551CommonSOLE
701094104PHPARKER-HANNIFIN CORP$528,5710.02%1,045CommonSOLE
60937P106MDBMONGODB INC$520,1670.02%2,081CommonSOLE
464287408IVEISHARES TR$515,4520.02%2,832CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$510,7970.02%1,895CommonSOLE
046353108AZNNASTRAZENECA PLC$509,2040.02%6,529CommonSOLE
88579Y101MMM3M CO$507,2710.02%4,964CommonSOLE
29273V100ETENERGY TRANSFER L P$506,5510.02%31,230CommonSOLE
31428X106FDXFEDEX CORP$504,0310.01%1,681CommonSOLE
56585A102MPCMARATHON PETE CORP$491,1220.01%2,831CommonSOLE
530307305LBRDKLIBERTY BROADBAND CORP$487,7340.01%8,897CommonSOLE
780259305SHELSHELL PLC$481,0080.01%6,664CommonSOLE
25862V105DVDOUBLEVERIFY HLDGS INC$478,6890.01%24,586CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$473,7540.01%6,080CommonSOLE
904767704UNILEVER PLC$463,7860.01%8,434CommonSOLE
857477103STTSTATE STR CORP$462,1300.01%6,245CommonSOLE
20825C104COPCONOCOPHILLIPS$456,0330.01%3,987CommonSOLE
233331107DTEDTE ENERGY CO$452,2550.01%4,074CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$450,6100.01%2,898CommonSOLE
92939U106WECWEC ENERGY GROUP INC$442,3570.01%5,638CommonSOLE
143130102KMXCARMAX INC$439,6730.01%5,995CommonSOLE
78351F107RYANRYAN SPECIALTY HOLDINGS INC$430,5610.01%7,435CommonSOLE
78468R531EFIVSPDR SER TR$428,3580.01%8,067CommonSOLE
12685J105CABOCABLE ONE INC$427,2780.01%1,207CommonSOLE
012653101ALBALBEMARLE CORP$425,7330.01%4,457CommonSOLE
90384S303ULTAULTA BEAUTY INC$424,4570.01%1,100CommonSOLE
46434G103IEMGISHARES INC$386,9150.01%7,228CommonSOLE
65339F101NEENEXTERA ENERGY INC$383,7190.01%5,419CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$379,4360.01%392CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$374,1080.01%3,805CommonSOLE
902973304USBUS BANCORP DEL$368,4950.01%9,282CommonSOLE
136375102CNICANADIAN NATL RY CO$366,2030.01%3,100CommonSOLE
67000B104NOVTNOVANTA INC$363,7350.01%2,230CommonSOLE
M7S64H106MNDYMONDAY COM LTD$363,5480.01%1,510CommonSOLE
96145D105WRKUSDWESTROCK CO$355,5900.01%7,075CommonSOLE
09247X101BLKCHFBLACKROCK INC$348,7830.01%443CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$346,7330.01%4,487CommonSOLE
22052L104CTVACORTEVA INC$346,3490.01%6,421CommonSOLE
78463V107GLDSPDR GOLD TR$334,7710.01%1,557CommonSOLE
001055102AFLAFLAC INC$332,9480.01%3,728CommonSOLE
670837103OGEOGE ENERGY CORP$332,0100.01%9,300CommonSOLE
922908629VOVANGUARD INDEX FDS$325,1400.01%1,343CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$322,2500.01%1,501CommonSOLE
29250N105ENBENBRIDGE INC$319,0640.01%8,965CommonSOLE
369550108GDGENERAL DYNAMICS CORP$309,7270.01%1,068CommonSOLE
96208T104WEXWEX INC$306,0980.01%1,728CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$291,6470.01%1,208CommonSOLE
55261F104MTBM & T BK CORP$291,0650.01%1,923CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$290,3100.01%752CommonSOLE
058498106BALLBALL CORP$288,0960.01%4,800CommonSOLE
09073M104TECHBIO-TECHNE CORP$286,6000.01%4,000CommonSOLE
73278L105POOLPOOL CORP$282,7440.01%920CommonSOLE
66987V109NVSNOVARTIS AG$281,0540.01%2,640CommonSOLE
37733W204GSKGSK PLC$280,5500.01%7,287CommonSOLE
12572Q105CMECME GROUP INC$279,7620.01%1,423CommonSOLE
375558103GILDGILEAD SCIENCES INC$279,5170.01%4,074CommonSOLE
049468101TEAMATLASSIAN CORPORATION$275,0480.01%1,555CommonSOLE
46266C105IQVIQVIA HLDGS INC$274,8720.01%1,300CommonSOLE
97650W108WTFCWINTRUST FINL CORP$268,4770.01%2,724CommonSOLE
29364G103ETRENTERGY CORP NEW$266,3230.01%2,489CommonSOLE
172967424CCITIGROUP INC$253,1420.01%3,989CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$244,2770.01%1,676CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$243,5630.01%3,026CommonSOLE
M98068105WIXWIX COM LTD$238,6050.01%1,500CommonSOLE
19247G107COHRCOHERENT CORP$233,5390.01%3,223CommonSOLE
60770K107MRNAMODERNA INC$232,1560.01%1,955CommonSOLE
718546104PSXPHILLIPS 66$231,8010.01%1,642CommonSOLE
464287523SOXXISHARES TR$231,5860.01%939CommonSOLE
25434V708DFACDIMENSIONAL ETF TRUST$231,0640.01%7,167CommonSOLE
29444U700EQIXEQUINIX INC$226,9800.01%300CommonSOLE
406216101HALHALLIBURTON CO$219,2320.01%6,490CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$218,3570.01%1,284CommonSOLE
835699307SONYSONY GROUP CORP$216,5380.01%2,549CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$213,0870.01%1,064CommonSOLE
85254J102STAGSTAG INDL INC$212,7540.01%5,900CommonSOLE
879369106TFXTELEFLEX INCORPORATED$210,3300.01%1,000CommonSOLE
109194100BFAMBRIGHT HORIZONS FAM SOL IN D$209,1520.01%1,900CommonSOLE
364760108GAPGAP INC$209,0380.01%8,750CommonSOLE
26875P101EOGEOG RES INC$208,9440.01%1,660CommonSOLE
718172109PMPHILIP MORRIS INTL INC$208,8410.01%2,061CommonSOLE
278642103EBAYEBAY INC.$205,6400.01%3,828CommonSOLE
G5960L103MDTMEDTRONIC PLC$200,5720.01%2,548CommonSOLE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$200,1000.01%10,000CommonSOLE
30050B101EVHEVOLENT HEALTH INC$192,5960.01%10,073CommonSOLE
85207K107PSLVSPROTT PHYSICAL SILVER TR$158,8800.00%16,000CommonSOLE
00090Q103ADTADT INC DEL$76,0000.00%10,000CommonSOLE
G0508H110ALTMEURARCADIUM LITHIUM PLC$65,2850.00%19,430CommonSOLE
M9607U115VLNVALENS SEMICONDUCTOR LTD$31,9000.00%10,000CommonSOLE
37611X100DNA4EURGINKGO BIOWORKS HOLDINGS INC$3,4600.00%10,350CommonSOLE
00973N102AKTSQAKOUSTIS TECHNOLOGIES INC$1,6460.00%12,500CommonSOLE

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.