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Costello Asset Management, INC

Q2 2026 · 13F-HR

Costello Asset Management, INCholdings as filed

Filed 2026-07-28 · accession 0001760145-26-000004

$333.2M
Reported value
710
Positions
2026-06-30
Period end
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Holdings as filed

First 500 of 710

CUSIPTickerIssuerValue% port.SharesClassVoting
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478160104JNJJOHNSON & JOHNSON$12.4M3.71%48,707CommonNONE
532457108LLYELI LILLY & CO$12.3M3.70%10,286CommonNONE
92826C839VVISA INC$8.7M2.60%25,255CommonNONE
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136375102CNICANADIAN NATL RY CO$6.0M1.80%50,365CommonNONE
64110L106NFLXNETFLIX INC.$5.2M1.55%72,433CommonNONE
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025816109AXPAMERICAN EXPRESS CO$4.3M1.30%12,819CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$4.2M1.25%57,845CommonNONE
482480100KLACKLA CORP$4.0M1.19%13,160CommonNONE
043113208ARTNAARTESIAN RES CORP$3.9M1.18%115,979CommonNONE
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46625H100JPMJPMORGAN CHASE & CO$2.8M0.85%8,700CommonNONE
609207105MDLZMONDELEZ INTL INC$2.6M0.78%44,781CommonNONE
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713448108PEPPEPSICO INC$2.3M0.70%17,141CommonNONE
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65339F101NEENEXTERA ENERGY INC$1.8M0.55%20,753CommonNONE
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58933Y105MRKMERCK & CO INC$1.8M0.53%13,648CommonNONE
438516205HONHONEYWELL INTL INC$1.7M0.52%7,785CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$1.7M0.52%1,844CommonNONE
30303M102METAMETA PLATFORMS INC$1.5M0.45%2,687CommonNONE
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464287507IJHISHARES TR$1.3M0.38%16,279CommonNONE
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697435105PANWPALO ALTO NETWORKS INC$939,8510.28%2,756CommonNONE
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773903109ROKROCKWELL AUTOMATION INC$697,5680.21%1,409CommonNONE
29670G102WTRGESSENTIAL UTILS INC$675,9260.20%17,644CommonNONE
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437076102HDHOME DEPOT INC$456,0120.14%1,293CommonNONE
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88160R101TSLATESLA INC$421,8620.13%1,003CommonNONE
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512807306LRCXLAM RESEARCH CORP$394,3300.12%910CommonNONE
219350105GLWCORNING INC$393,7340.12%1,541CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$383,3900.12%13,027CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$379,4650.11%1,604CommonNONE
756158101UTGREAVES UTIL INCOME FD$369,6080.11%9,077CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$368,6840.11%772CommonNONE
278277108EOSEATON VANCE ENHANCED EQUITY$365,2930.11%16,574CommonNONE
N07059210ASMLASML HLDG NV$340,1940.10%171CommonNONE
690742101OCOWENS CORNING NEW$337,7900.10%2,125CommonNONE
907818108UNPUNION PAC CORP$337,2800.10%1,240CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$326,8870.10%652CommonNONE
30231G102XOMEXXON MOBIL CORP$321,9190.10%2,355CommonNONE
00287Y109ABBVABBVIE INC$319,3280.10%1,269CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$316,6860.10%734CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$312,4430.09%629CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$309,1330.09%1,100CommonNONE
75513E101RTXRTX CORPORATION$300,4770.09%1,584CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$296,5300.09%3,570CommonNONE
84615Q103SPCXSPACE EXPLORATION TECHN CORP$294,3920.09%1,723CommonNONE
194162103CLCOLGATE PALMOLIVE CO$278,9190.08%3,042CommonNONE
110448107BTIBRITISH AMERN TOB PLC$259,8860.08%4,208CommonNONE
00206R102TAT&T INC$255,3820.08%12,337CommonNONE
891160509TDTORONTO DOMINION BK ONT$255,0030.08%2,100CommonNONE
921909768VXUSVANGUARD STAR FDS$247,4940.07%2,895CommonNONE
368736104GNRCGENERAC HLDGS INC$244,2040.07%834CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$241,5790.07%859CommonNONE
46434V621DGROISHARES TR$240,2540.07%3,170CommonNONE
00724F101ADBEADOBE INC$237,8230.07%1,160CommonNONE
128030202CALMCAL MAINE FOODS INC$234,8320.07%2,915CommonNONE
629377508NRGNRG ENERGY INC$229,9480.07%1,574CommonNONE
69932A204PSKYPARAMOUNT SKYDANCE CORP$226,2670.07%22,948CommonNONE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$225,3850.07%515CommonNONE
254687106DISDISNEY WALT CO$222,8720.07%2,316CommonNONE
03027X100AMTAMERICAN TOWER CORP$219,8020.07%1,344CommonNONE
988498101YUMYUM BRANDS INC$213,7670.06%1,337CommonNONE
87422Q109TLNTALEN ENERGY CORP$209,8060.06%546CommonNONE
46429B267GOVTISHARES TR$208,8680.06%9,169CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$203,4130.06%700CommonNONE
244199105DEDEERE & CO$199,1730.06%314CommonNONE
701094104PHPARKER-HANNIFIN CORP$195,6240.06%200CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$192,6070.06%2,626CommonNONE
384637104GHCGRAHAM HLDGS CO$191,7590.06%168CommonNONE
461202103INTUINTUIT$186,6150.06%715CommonNONE
50189K103LCIILCI INDS$186,3490.06%1,760CommonNONE
872590104TMUST-MOBILE US INC$183,3290.06%1,093CommonNONE
49177J102KVUEKENVUE INC$174,6400.05%9,139CommonNONE
655844108NSCNORFOLK SOUTHN CORP$169,2490.05%538CommonNONE
G29183103ETNEATON CORP PLC$166,1870.05%390CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$160,5650.05%4,613CommonNONE
942749102WTSWATTS WATER TECHNOLOGIES INC$156,5800.05%400CommonNONE
369550108GDGENERAL DYNAMICS CORP$154,0940.05%435CommonNONE
G3730V105FTAIFTAI AVIATION LTD$151,4970.05%560CommonNONE
464288752ITBISHARES TR$150,4510.05%1,440CommonNONE
25746U109DDOMINION ENERGY INC$150,2380.05%2,200CommonNONE
02209S103MOALTRIA GROUP INC$150,0930.05%2,086CommonNONE
464287614IWFISHARES TR$149,5010.04%1,204CommonNONE
747525103QCOMQUALCOMM INC$149,0020.04%806CommonNONE
464287200IVVISHARES TR$148,9030.04%199CommonNONE
98389B100XELXCEL ENERGY INC$148,4020.04%1,848CommonNONE
98419M100XYLXYLEM INC$147,5780.04%1,248CommonNONE
548661107LOWLOWES COS INC$146,5440.04%665CommonNONE
624756102MLIMUELLER INDS INC$145,5490.04%1,184CommonNONE
040413205ANETARISTA NETWORKS INC$142,6990.04%840CommonNONE
855244109SBUXSTARBUCKS CORP$138,8560.04%1,359CommonNONE
237194105DRIDARDEN RESTAURANTS INC$138,0110.04%670CommonNONE
427866108HSYHERSHEY CO$136,3200.04%777CommonNONE
90384S303ULTAULTA BEAUTY INC$131,2350.04%291CommonNONE
314352105FDXFFEDEX FGHT HLDG CO INC$128,3500.04%850CommonNONE
458140100INTCINTEL CORP$126,5450.04%906CommonNONE
78463V107GLDSPDR GOLD TR$123,4070.04%335CommonNONE
101507101STEWSRH TOTAL RETURN FUND INC$122,0020.04%6,816CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$121,4310.04%120CommonNONE
78467Y107MDYSTATE STR SPDR S&P MIDCAP 40$120,9740.04%172CommonNONE
077454106BDCBELDEN INC$119,9100.04%1,000CommonNONE
595112103MUMICRON TECHNOLOGY INC$115,4290.03%100CommonNONE
278642103EBAYEBAY INC.$113,2180.03%1,013CommonNONE
464289883AOKISHARES TR$108,4700.03%2,615CommonNONE
668074305NWENORTHWESTERN ENERGY GROUP IN$108,2890.03%1,512CommonNONE
892356106TSCOTRACTOR SUPPLY CO$107,9850.03%3,416CommonNONE
125896100CMSCMS ENERGY CORP$107,7120.03%1,408CommonNONE
031162100AMGNAMGEN INC$107,6910.03%297CommonNONE
097023105BABOEING CO$107,3690.03%496CommonNONE
74743L100QQNITY ELECTRONICS INC$104,0280.03%637CommonNONE
29446M102EQNREQUINOR ASA$102,3640.03%3,260CommonNONE
781846209RUSHARUSH ENTERPRISES INC$102,1790.03%1,400CommonNONE
464288760ITAISHARES TR$102,0260.03%421CommonNONE
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882508104TXNTEXAS INSTRS INC$98,7920.03%331CommonNONE
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336920103FPXFIRST TR EXCHANGE-TRADED FD$94,1340.03%457CommonNONE
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37733W204GSKGSK PLC$36,6940.01%700CommonNONE
031100100AMEAMETEK INC$36,5330.01%151CommonNONE
209115104EDCONSOLIDATED EDISON INC$36,5080.01%330CommonNONE
46982L108JJACOBS SOLUTIONS INC$36,2880.01%288CommonNONE
053611109AVYAVERY DENNISON CORP$36,2010.01%223CommonNONE
227046109CROXCROCS INC$36,1920.01%300CommonNONE
285512109EAELECTRONIC ARTS INC$36,0870.01%176CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$35,8680.01%47CommonNONE
00214Q807ARKXARK ETF TR$35,8260.01%1,050CommonNONE
46137V373RSPSINVESCO EXCHANGE TRADED FD T$35,7570.01%1,193CommonNONE
165167735EXEEXPAND ENERGY CORPORATION$35,7460.01%392CommonNONE
65290E101NXTNEXTPOWER INC$35,7420.01%300CommonNONE
98149E303GLDMWORLD GOLD TR$35,7390.01%450CommonNONE
878742204TECKTECK RESOURCES LTD$35,6760.01%600CommonNONE
422806109HEIHEICO CORP NEW$35,6190.01%100CommonNONE
005098108GOLFACUSHNET HLDGS CORP$35,5590.01%300CommonNONE
670682103NMZNUVEEN MUN HIGH INCOME OPPOR$34,9820.01%3,310CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$34,5160.01%539CommonNONE
80004C200SNDKSANDISK CORP$34,1060.01%15CommonNONE
736508847PORPORTLAND GEN ELEC CO$34,0390.01%657CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GROUP$33,8440.01%417CommonNONE
749685103RPMRPM INTL INC$33,3450.01%300CommonNONE
929328102WSFSWSFS FINL CORP$32,9940.01%430CommonNONE
38748T103PLTMGRANITESHARES PLATINUM TR$32,9280.01%2,204CommonNONE
949746101WMT2WELLS FARGO & CO$32,8910.01%398CommonNONE
H17182108CRSPCRISPR THERAPEUTICS AG$32,7240.01%600CommonNONE
783859101STBAS & T BANCORP INC$32,6870.01%666CommonNONE
04280A100ARWRARROWHEAD PHARMACEUTICALS IN$32,6040.01%400CommonNONE
808524722SCHKSCHWAB STRATEGIC TR$32,1860.01%893CommonNONE
260557103DOWDOW HLDGS INC$32,1210.01%1,174CommonNONE
69331C108PCGPG&E CORP$31,9580.01%1,900CommonNONE
773121108RKLBROCKET LAB CORP$31,5120.01%310CommonNONE
863667101SYKSTRYKER CORPORATION$31,4840.01%100CommonNONE
H8817H100RIGTRANSOCEAN LTD$31,0520.01%6,350CommonNONE
128117108CHICALAMOS CONV OPPORTUNITIES &$30,9500.01%2,303CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$30,8620.01%581CommonNONE
18539C204CWENCLEARWAY ENERGY INC$30,7620.01%900CommonNONE
46137V308PKWINVESCO EXCHANGE TRADED FD T$30,6960.01%217CommonNONE
69374H881COWZPACER FDS TR$30,1440.01%485CommonNONE
594972887MSTR 8 PERPSTRATEGY INC$29,4100.01%500CommonNONE
92189F353HYEMVANECK ETF TRUST$29,2610.01%1,455CommonNONE
922908751VBVANGUARD INDEX FDS$29,1000.01%96CommonNONE
477839104JBTMJBT MAREL CORPORATION$29,0000.01%200CommonNONE
724078209PIPRPIPER SANDLER COMPANIES$28,9360.01%400CommonNONE
670100205NVONOVO-NORDISK A S$28,7640.01%600CommonNONE
416515104HIGHARTFORD INSURANCE GROUP INC$28,4920.01%215CommonNONE
457187102INGRINGREDION INC$28,4510.01%300CommonNONE
45867G101IDCCINTERDIGITAL INC$28,3130.01%100CommonNONE
03073E105CORCENCORA INC$28,2980.01%100CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$28,1930.01%357CommonNONE
49446R109KIMKIMCO REALTY CORP$27,9280.01%1,102CommonNONE
301505707ROBOEXCHANGE TRADED CONCEPTS TRU$27,8850.01%326CommonNONE
278865100ECLECOLAB INC$27,8610.01%100CommonNONE
946760105CLMBCLIMB GLOBAL SOLUTIONS INC$27,8520.01%1,200CommonNONE
92189F437ANGLVANECK ETF TRUST$27,7940.01%951CommonNONE
35086T109FCPTFOUR CORNERS PPTY TR INC$27,7080.01%1,129CommonNONE
745867101PHMPULTE GROUP INC$27,4420.01%200CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$27,3630.01%988CommonNONE
464288372IGFISHARES TR$27,3440.01%411CommonNONE
632307104NTRANATERA INC$27,1450.01%100CommonNONE
02665T306AMHAMERICAN HOMES 4 RENT$26,8160.01%800CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$26,8120.01%43CommonNONE
87162W100SNXTD SYNNEX CORPORATION$26,7340.01%100CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$26,7150.01%228CommonNONE
75134P600METCRAMACO RES INC$26,4600.01%2,000CommonNONE
00214Q203ARKQARK ETF TR$26,4440.01%200CommonNONE
02156V109OKLOOKLO INC$26,1650.01%500CommonNONE
N5505D105MICCMAGNUM ICE CREAM CO NV$26,1150.01%1,500CommonNONE
336433107FSLRFIRST SOLAR INC$25,9560.01%110CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$25,5810.01%138CommonNONE
98419J206XOMAXOMA ROYALTY CORPORATION$25,5000.01%600CommonNONE
808524862SCHOSCHWAB STRATEGIC TR$25,4660.01%1,055CommonNONE
89346D107TACTRANSALTA CORP$24,8940.01%1,800CommonNONE
M6158M104ITRNITURAN LOCATION AND CONTROL$24,4040.01%400CommonNONE
12503M108CBOECBOE GLOBAL MKTS INC$24,2670.01%100CommonNONE
464289446IWLISHARES TR$24,1450.01%131CommonNONE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$24,0970.01%100CommonNONE
78464A607RWRSPDR SERIES TRUST$24,0590.01%213CommonNONE
231021106CMICUMMINS INC$23,5360.01%33CommonNONE
44267T102HHHHOWARD HUGHES HOLDINGS INC$23,5200.01%329CommonNONE
31556C106FRVOFERVO ENERGY CO$23,3840.01%800CommonNONE
69351T106PPLPPL CORP$23,3730.01%643CommonNONE
F92124100TTETOTALENERGIES SE$23,3280.01%300CommonNONE
008474108AEMAGNICO EAGLE MINES LTD$23,2700.01%150CommonNONE
79466L302CRMSALESFORCE INC$23,2200.01%148CommonNONE
921910840MGVVANGUARD WORLD FD$23,0820.01%141CommonNONE
852234103XYZBLOCK INC$22,8000.01%300CommonNONE
723484101PNWPINNACLE WEST CAP CORP$22,6180.01%211CommonNONE
458334109IPARINTERPARFUMS INC$22,3720.01%200CommonNONE
806857108SLBSLB LIMITED$22,3150.01%480CommonNONE
87911K100HQLABRDN LIFE SCIENCES INVESTOR$22,2250.01%1,111CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$21,9790.01%229CommonNONE
33733B100FIWFIRST TR EXCHANGE-TRADED FD$21,9040.01%200CommonNONE
37940X102GPNGLOBAL PMTS INC$21,7680.01%300CommonNONE
G25508105CRHCRH PLC$21,4000.01%200CommonNONE
92206C664VTWOVANGUARD SCOTTSDALE FDS$21,2490.01%175CommonNONE
74834L100DGXQUEST DIAGNOSTICS INC$21,1950.01%100CommonNONE
84858T772EUADSPINNAKER ETF SERIES$21,0900.01%500CommonNONE
754907103RYNRAYONIER INC$21,0870.01%991CommonNONE
87911L108THWABRDN WORLD HEALTHCARE FUND$20,6280.01%1,539CommonNONE
810186106SMGSCOTTS MIRACLE-GRO CO$20,4330.01%300CommonNONE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$20,3960.01%75CommonNONE
21873S108CRWVCOREWEAVE INC$19,9080.01%200CommonNONE
98585X104YETIYETI HLDGS INC$19,8240.01%400CommonNONE
11271J107BNBROOKFIELD CORP$19,5910.01%460CommonNONE
925283103VSNTVERSANT MEDIA GROUP INC$19,4530.01%540CommonNONE
052769106ADSKAUTODESK INC$19,4420.01%100CommonNONE
46266C105IQVIQVIA HLDGS INC$19,3220.01%100CommonNONE
921910816MGKVANGUARD WORLD FD$19,0480.01%217CommonNONE
G0593M107AZNASTRAZENECA PLC$18,9620.01%100CommonNONE
94106L109WMWASTE MGMT INC DEL$18,9450.01%85CommonNONE
14888U101CPRXCATALYST PHARMACEUTICALS INC$18,8580.01%600CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$18,8440.01%228CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$18,7230.01%413CommonNONE
45784A104INNVINNOVAGE HLDG CORP$18,3680.01%1,550CommonNONE
06849F108BBARRICK MNG CORP$18,3650.01%500CommonNONE
883203101TXTTEXTRON INC$18,3460.01%200CommonNONE
85207H104PHYSSPROTT ASSET MANAGEMENT LP$18,1020.01%600CommonNONE
92345Y106VRSKVERISK ANALYTICS INC$17,9530.01%100CommonNONE
92338C103VLTOVERALTO CORP$17,7360.01%200CommonNONE
501044101KRKROGER CO$17,5440.01%316CommonNONE
22052L104CTVACORTEVA INC$17,5310.01%207CommonNONE
808524623SCUSSCHWAB STRATEGIC TR$17,4970.01%695CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$17,4520.01%53CommonNONE
594972408MSTRSTRATEGY INC$17,3860.01%200CommonNONE
78464A284HYMBSPDR SERIES TRUST$17,2130.01%677CommonNONE
864482104SPHSUBURBAN PROPANE PARTNERS L$17,2070.01%1,006CommonNONE
12763L105CDRECADRE HLDGS INC$17,1060.01%600CommonNONE
922908595VBKVANGUARD INDEX FDS$16,8850.01%46CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$16,7370.01%107CommonNONE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$16,4700.00%300CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$16,2050.00%151CommonNONE
410867105THGHANOVER INS GROUP INC$16,0590.00%75CommonNONE
46222L108IONQIONQ INC$15,9780.00%300CommonNONE
747316107KWRQUAKER HOUGHTON$15,8870.00%100CommonNONE
552690109MDUMDU RES GROUP INC$15,7460.00%742CommonNONE
784305104HTOH2O AMERICA$15,7450.00%259CommonNONE
37954Y715BOTZGLOBAL X FDS$15,4030.00%406CommonNONE
G9600F104VGNTVERSIGENT PLC$15,3760.00%366CommonNONE
844741108LUVSOUTHWEST AIRLS CO$15,3750.00%299CommonNONE
874039900TSMTAIWAN SEMICONDUCTOR MANUFAC$15,3500.00%1CommonNONE
921659108VNDAVANDA PHARMACEUTICALS INC$15,3000.00%2,500CommonNONE
086516101BBYBEST BUY INC$15,1760.00%200CommonNONE
69343T107PJTPJT PARTNERS INC$15,0940.00%100CommonNONE
85210B201SGDJSPROTT ETF TRUST$15,0840.00%200CommonNONE
191241108KOFCOCA-COLA FEMSA SAB DE CV$14,9810.00%141CommonNONE
668771108GENGEN DIGITAL INC$14,9340.00%600CommonNONE
31816X106FLYFIREFLY AEROSPACE INC$14,7000.00%500CommonNONE
256135203RDYDR REDDYS LABS LTD$14,4900.00%1,000CommonNONE
29270J100ERIIENERGY RECOVERY INC$14,4320.00%1,600CommonNONE
16119P108CHTRCHARTER COMMUNICATIONS INC$14,2210.00%100CommonNONE
46137V696GGMEINVESCO EXCHANGE TRADED FD T$14,0980.00%234CommonNONE
12514G108CDWCDW CORP$14,0640.00%100CommonNONE
17275R102CSCOCISCO SYS INC$13,9780.00%119CommonNONE
21036P108STZCONSTELLATION BRANDS INC$13,9090.00%100CommonNONE
77543R102ROKUROKU INC$13,8140.00%100CommonNONE
156431108CENXCENTURY ALUM CO$13,8030.00%300CommonNONE
354921108EZBCFRANKLIN TEMPLETON DIGITAL H$13,5640.00%400CommonNONE
438128308HMCHONDA MOTOR CO LTD$13,5550.00%500CommonNONE
130788102CWTCALIFORNIA WTR SVC GROUP$13,3920.00%275CommonNONE
921937827BSVVANGUARD BD INDEX FDS$13,3500.00%171CommonNONE
15189T107CNPCENTERPOINT ENERGY INC$13,2120.00%300CommonNONE
405552100HLNHALEON PLC$13,0620.00%1,400CommonNONE
72201R833MINTPIMCO ETF TR$13,0400.00%129CommonNONE
53566V106LINELINEAGE INC$12,9750.00%300CommonNONE
29472R108ELSEQUITY LIFESTYLE PROPERTIES$12,8900.00%200CommonNONE
698813102PZZAPAPA JOHNS INTL INC$12,8700.00%350CommonNONE
84790A105SPBSPECTRUM BRANDS HOLDINGS INC$12,8630.00%150CommonNONE
11120U105BRXBRIXMOR PPTY GROUP INC$12,6120.00%400CommonNONE
00130H105AESAES CORP$12,4610.00%850CommonNONE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$12,3160.00%203CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$12,2790.00%25CommonNONE
46436F103IAUMISHARES GOLD TRUST MICRO$12,0030.00%300CommonNONE
83417M104SEDGSOLAREDGE TECHNOLOGIES INC$11,6880.00%200CommonNONE
92939U106WECWEC ENERGY GROUP INC$11,6770.00%100CommonNONE
87612E106TGTTARGET CORP$11,6240.00%89CommonNONE
26884U109EPREPR PPTYS$11,6020.00%200CommonNONE
78468R853SPSMSPDR SERIES TRUST$11,5340.00%200CommonNONE
03076C106AMPAMERIPRISE FINL INC$11,4170.00%25CommonNONE
911363109URIUNITED RENTALS INC$11,3290.00%10CommonNONE
92204A801VAWVANGUARD WORLD FD$11,3010.00%49CommonNONE
852066208SIISPROTT INC$11,2350.00%100CommonNONE
962879102WPMWHEATON PRECIOUS METALS CORP$11,2320.00%100CommonNONE
228368106CCKCROWN HLDGS INC$11,1820.00%100CommonNONE
714046109RVTYREVVITY INC$11,1260.00%100CommonNONE
498894104KNFKNIFE RIVER CORP$11,0420.00%132CommonNONE
771049103RBLXROBLOX CORP$10,8760.00%200CommonNONE
22002T108CDPCOPT DEFENSE PROPERTIES$10,7970.00%297CommonNONE
59156R108METMETLIFE INC$10,7450.00%127CommonNONE
92189F700MOOVANECK ETF TRUST$10,6760.00%135CommonNONE
25659T107DLBDOLBY LABORATORIES INC$10,5160.00%200CommonNONE
26969P108EXPEAGLE MATLS INC$10,2950.00%46CommonNONE
46137V142PHOINVESCO EXCHANGE TRADED FD T$10,1550.00%147CommonNONE
37045V100GMGENERAL MTRS CO$10,0200.00%130CommonNONE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$10,0070.00%100CommonNONE
91913Y100VLOVALERO ENERGY CORP$10,0030.00%38CommonNONE
741623102PRMBPRIMO BRANDS CORPORATION$9,7760.00%400CommonNONE
97717X669DGRWWISDOMTREE TR$9,7740.00%102CommonNONE
87283Q107TCHPT ROWE PRICE EXCHANGE-TRADED$9,7680.00%195CommonNONE
72201H108PFLPIMCO INCOME STRATEGY FD$9,7630.00%1,239CommonNONE
67066G904NVDANVIDIA CORPORATION$9,6680.00%3CommonNONE
03524A108BUDANHEUSER BUSCH INBEV SA NV$9,5390.00%116CommonNONE

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.