MondegarAI
New Age Alpha Advisors, LLC

Q4 2025 · 13F-HR

New Age Alpha Advisors, LLCholdings as filed

Filed 2026-02-09 · accession 0001764807-26-000002

$2.32B
Reported value
758
Positions
2025-12-31
Period end
View analyzed profile →PRO

The Brief · New Age Alpha Advisors, LLC · Q4 2025

AI · grounded in 13F

New Age Alpha Advisors, LLC established a new position in BIL worth $17.49M. The fund also initiated a new stake in ACI for $6.14M and increased its holdings in LDOS by 25,505.42%. On the sell side, the fund closed its positions in RPM for $7.98M, J for $6.87M, and AAP for $5.88M.

Holdings as filed

First 500 of 758

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$75.9M3.27%279,290CommonSOLE
67066G104NVDANVIDIA CORPORATION$63.2M2.72%338,987CommonSOLE
023135106AMZNAMAZON COM INC$61.9M2.66%268,109CommonSOLE
594918104MSFTMICROSOFT CORP$59.9M2.58%123,829CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$49.0M2.11%161,200CommonSOLE
11135F101AVGOBROADCOM INC$45.3M1.95%130,874CommonSOLE
02079K107GOOGALPHABET INC$38.4M1.65%122,481CommonSOLE
02079K305GOOGLALPHABET INC$29.6M1.27%94,439CommonSOLE
88160R101TSLATESLA INC$21.7M0.94%48,329CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$20.4M0.88%63,434CommonSOLE
30303M102METAMETA PLATFORMS INC$18.5M0.80%28,089CommonSOLE
30231G102XOMEXXON MOBIL CORP$18.3M0.79%151,873CommonSOLE
95040Q104WELLWELLTOWER INC$18.1M0.78%97,675CommonSOLE
78468R663BILSPDR SERIES TRUST$17.5M0.75%191,400CommonSOLE
74340W103PLDPROLOGIS INC.$16.9M0.73%132,004CommonSOLE
931142103WMTWALMART INC$16.8M0.72%151,018CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$16.5M0.71%201,718CommonSOLE
68389X105ORCLORACLE CORP$16.2M0.70%82,931CommonSOLE
031162100AMGNAMGEN INC$14.6M0.63%44,707CommonSOLE
17275R102CSCOCISCO SYS INC$13.8M0.60%179,481CommonSOLE
742718109PGPROCTER AND GAMBLE CO$13.8M0.59%96,188CommonSOLE
892331307TMTOYOTA MOTOR CORP$13.6M0.58%63,400CommonSOLE
58933Y105MRKMERCK & CO INC$13.4M0.58%127,557CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$13.3M0.57%28,296CommonSOLE
278865100ECLECOLAB INC$13.2M0.57%50,263CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$12.9M0.55%69,460CommonSOLE
00206R102TAT&T INC$12.7M0.55%509,714CommonSOLE
172967424CCITIGROUP INC$12.6M0.54%108,083CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$12.6M0.54%14,298CommonSOLE
191216100KOCOCA COLA CO$12.5M0.54%178,749CommonSOLE
617446448MSMORGAN STANLEY$12.4M0.53%69,615CommonSOLE
060505104BACBANK AMERICA CORP$12.2M0.53%222,718CommonSOLE
375558103GILDGILEAD SCIENCES INC$12.1M0.52%98,340CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$12.1M0.52%23,993CommonSOLE
369604301GEGE AEROSPACE$11.8M0.51%38,156CommonSOLE
29444U700EQIXEQUINIX INC$11.4M0.49%14,883CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$11.3M0.48%34,081CommonSOLE
595112103MUMICRON TECHNOLOGY INC$11.0M0.47%38,455CommonSOLE
253868103DLRDIGITAL RLTY TR INC$10.7M0.46%69,027CommonSOLE
747525103QCOMQUALCOMM INC$10.7M0.46%62,404CommonSOLE
756109104OREALTY INCOME CORP$10.1M0.44%179,373CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$9.7M0.42%47,032CommonSOLE
532457108LLYELI LILLY & CO$9.5M0.41%8,839CommonSOLE
H1467J104CBCHUBB LIMITED$9.5M0.41%30,414CommonSOLE
872590104TMUST-MOBILE US INC$9.4M0.41%46,500CommonSOLE
20825C104COPCONOCOPHILLIPS$9.3M0.40%99,628CommonSOLE
337932107FEFIRSTENERGY CORP$9.0M0.39%201,983CommonSOLE
713448108PEPPEPSICO INC$8.9M0.38%61,811CommonSOLE
911363109URIUNITED RENTALS INC$8.8M0.38%10,912CommonSOLE
651639106NEMNEWMONT CORP$8.8M0.38%88,347CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$8.8M0.38%54,812CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$8.8M0.38%24,840CommonSOLE
032095101APHAMPHENOL CORP NEW$8.7M0.38%64,515CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$8.7M0.37%15,188CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$8.5M0.37%72,510CommonSOLE
929160109VMCVULCAN MATLS CO$8.3M0.36%29,243CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$8.2M0.35%36,911CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$8.2M0.35%31,771CommonSOLE
36828A101GEVGE VERNOVA INC$8.2M0.35%12,500CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$8.0M0.34%1,491CommonSOLE
79466L302CRMSALESFORCE INC$7.9M0.34%29,957CommonSOLE
461202103INTUINTUIT$7.9M0.34%11,972CommonSOLE
78409V104SPGIS&P GLOBAL INC$7.9M0.34%15,123CommonSOLE
025816109AXPAMERICAN EXPRESS CO$7.8M0.34%21,169CommonSOLE
76169C100REXRREXFORD INDL RLTY INC$7.8M0.34%201,528CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$7.8M0.34%128,704CommonSOLE
149123101CATCATERPILLAR INC$7.8M0.33%13,550CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$7.7M0.33%42,505CommonSOLE
013872106AAALCOA CORP$7.6M0.33%142,783CommonSOLE
92276F100VTRVENTAS INC$7.5M0.32%96,731CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$7.4M0.32%57,209CommonSOLE
681919106OMCOMNICOM GROUP INC$7.4M0.32%91,286CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$7.2M0.31%41,125CommonSOLE
478160104JNJJOHNSON & JOHNSON$7.2M0.31%34,722CommonSOLE
256746108DLTRDOLLAR TREE INC$7.2M0.31%58,324CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$7.1M0.31%38,662CommonSOLE
863667101SYKSTRYKER CORPORATION$7.1M0.31%20,234CommonSOLE
860630102SFSTIFEL FINL CORP$7.0M0.30%55,946CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$7.0M0.30%26,928CommonSOLE
052800109ALVAUTOLIV INC$6.8M0.29%57,441CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$6.8M0.29%9,993CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$6.7M0.29%20,054CommonSOLE
320517105FHNFIRST HORIZON CORPORATION$6.7M0.29%280,330CommonSOLE
759351604RGAREINSURANCE GRP OF AMERICA I$6.7M0.29%32,922CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$6.7M0.29%208,635CommonSOLE
91529Y106UNMUNUM GROUP$6.7M0.29%85,853CommonSOLE
565394103CARTMAPLEBEAR INC$6.6M0.28%146,599CommonSOLE
038336103ATRAPTARGROUP INC$6.6M0.28%53,978CommonSOLE
690742101OCOWENS CORNING NEW$6.6M0.28%58,630CommonSOLE
437076102HDHOME DEPOT INC$6.5M0.28%18,911CommonSOLE
65290E101NXTNEXTPOWER INC$6.3M0.27%72,696CommonSOLE
30034W106EVRGEVERGY INC$6.2M0.27%85,061CommonSOLE
369550108GDGENERAL DYNAMICS CORP$6.1M0.26%18,227CommonSOLE
013091103ACIALBERTSONS COS INC$6.1M0.26%357,319CommonSOLE
98978V103ZTSZOETIS INC$6.1M0.26%48,627CommonSOLE
670837103OGEOGE ENERGY CORP$6.1M0.26%141,765CommonSOLE
438516106HONHONEYWELL INTL INC$6.0M0.26%30,893CommonSOLE
806857108SLBSLB LIMITED$5.9M0.25%153,790CommonSOLE
30161N101EXCEXELON CORP$5.8M0.25%133,697CommonSOLE
46284V101IRMIRON MTN INC DEL$5.8M0.25%69,891CommonSOLE
67059N108NTNXNUTANIX INC$5.8M0.25%112,014CommonSOLE
166764100CVXCHEVRON CORP NEW$5.8M0.25%37,733CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$5.7M0.25%98,133CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$5.7M0.25%12,622CommonSOLE
701094104PHPARKER-HANNIFIN CORP$5.7M0.24%6,454CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$5.6M0.24%18,919CommonSOLE
229663109CUBECUBESMART$5.5M0.24%153,550CommonSOLE
247361702DALDELTA AIR LINES INC DEL$5.5M0.24%79,031CommonSOLE
302520101FNBF N B CORP$5.5M0.24%320,250CommonSOLE
925652109VICIVICI PPTYS INC$5.5M0.24%194,487CommonSOLE
62955J103NOVNOV INC$5.4M0.23%346,831CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$5.4M0.23%118,822CommonSOLE
252131107DXCMDEXCOM INC$5.4M0.23%81,185CommonSOLE
55825T103MSGSMADISON SQUARE GRDN SPRT COR$5.4M0.23%20,798CommonSOLE
441593100HLIHOULIHAN LOKEY INC$5.4M0.23%30,856CommonSOLE
922908611VBRVANGUARD INDEX FDS$5.4M0.23%25,285CommonSOLE
464287200IVVISHARES TR$5.2M0.22%7,612CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$5.2M0.22%64,949CommonSOLE
46187W107INVHINVITATION HOMES INC$5.2M0.22%185,751CommonSOLE
637417106NNNNNN REIT INC$5.1M0.22%129,496CommonSOLE
674215207CHRDCHORD ENERGY CORPORATION$5.1M0.22%55,284CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$5.1M0.22%8,978CommonSOLE
025932104AFGAMERICAN FINL GROUP INC OHIO$5.1M0.22%36,999CommonSOLE
816300107SIGISELECTIVE INS GROUP INC$5.0M0.22%60,290CommonSOLE
008492100ADCAGREE RLTY CORP$5.0M0.22%69,957CommonSOLE
521865204LEALEAR CORP$5.0M0.22%43,935CommonSOLE
398905109GPIGROUP 1 AUTOMOTIVE INC$5.0M0.22%12,779CommonSOLE
G3223R108EGEVEREST GROUP LTD$5.0M0.22%14,805CommonSOLE
72407810062CPIPER SANDLER COMPANIES$5.0M0.22%14,763CommonSOLE
550021109LULULULULEMON ATHLETICA INC$5.0M0.22%24,035CommonSOLE
57686G105MATXMATSON INC$5.0M0.21%40,245CommonSOLE
303250104FICOFAIR ISAAC CORP$4.9M0.21%2,891CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$4.9M0.21%30,000CommonSOLE
48242W106KBRKBR INC$4.8M0.21%119,718CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$4.7M0.20%79,431CommonSOLE
360271100FULTFULTON FINL CORP PA$4.7M0.20%243,868CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$4.7M0.20%5,464CommonSOLE
817565104SCISERVICE CORP INTL$4.7M0.20%59,894CommonSOLE
26969P108EXPEAGLE MATLS INC$4.6M0.20%22,495CommonSOLE
254687106DISDISNEY WALT CO$4.6M0.20%40,045CommonSOLE
64110L106NFLXNETFLIX INC$4.5M0.20%48,432CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$4.5M0.19%24,854CommonSOLE
830879102SKYWSKYWEST INC$4.5M0.19%44,809CommonSOLE
830830105SKYCHAMPION HOMES INC$4.5M0.19%53,073CommonSOLE
872540109TJXTJX COS INC NEW$4.5M0.19%29,150CommonSOLE
703481101PTENPATTERSON-UTI ENERGY INC$4.5M0.19%730,056CommonSOLE
06417N103OZKBANK OZK LITTLE ROCK ARK$4.4M0.19%94,634CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$4.3M0.19%104,588CommonSOLE
69351T106PPLPPL CORP$4.3M0.18%122,681CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$4.3M0.18%32,797CommonSOLE
000957100ABMABM INDS INC$4.3M0.18%100,724CommonSOLE
37045V100GMGENERAL MTRS CO$4.2M0.18%52,081CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$4.2M0.18%46,413CommonSOLE
74386T105PFSPROVIDENT FINL SVCS INC$4.2M0.18%213,137CommonSOLE
60786M105MCMOELIS & CO$4.2M0.18%60,908CommonSOLE
G48833118WFRDWEATHERFORD INTL PLC$4.2M0.18%53,430CommonSOLE
464288513HYGISHARES TR$4.2M0.18%51,707CommonSOLE
92936U109WPCWP CAREY INC$4.2M0.18%64,743CommonSOLE
93148P102WDWALKER & DUNLOP INC$4.1M0.18%68,846CommonSOLE
98138H101WDAYWORKDAY INC$4.1M0.18%19,196CommonSOLE
03076K108ABCBAMERIS BANCORP$4.1M0.18%55,424CommonSOLE
76118Y104REZIRESIDEO TECHNOLOGIES INC$4.1M0.18%117,204CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$4.1M0.17%22,020CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC$4.0M0.17%89,870CommonSOLE
688239201OSKOSHKOSH CORP$4.0M0.17%31,584CommonSOLE
01741R102ATIATI INC$3.9M0.17%34,050CommonSOLE
88076W103TDCTERADATA CORP DEL$3.9M0.17%128,343CommonSOLE
784117103SEICSEI INVTS CO$3.9M0.17%47,153CommonSOLE
571903202MARMARRIOTT INTL INC NEW$3.9M0.17%12,437CommonSOLE
171779309CIENCIENA CORP$3.8M0.17%16,412CommonSOLE
126650100CVSCVS HEALTH CORP$3.8M0.17%48,324CommonSOLE
144285103CRSCARPENTER TECHNOLOGY CORP$3.8M0.16%12,090CommonSOLE
74982T103RXORXO INC$3.8M0.16%297,957CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$3.7M0.16%11,554CommonSOLE
039653100ACAARCOSA INC$3.7M0.16%35,209CommonSOLE
268150109DTDYNATRACE INC$3.7M0.16%85,897CommonSOLE
29476L107EQREQUITY RESIDENTIAL$3.7M0.16%58,622CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$3.7M0.16%72,324CommonSOLE
172908105CTASCINTAS CORP$3.7M0.16%19,522CommonSOLE
19247G107COHRCOHERENT CORP$3.6M0.16%19,590CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$3.6M0.15%35,079CommonSOLE
980745103WWDWOODWARD INC$3.5M0.15%11,623CommonSOLE
552953101MGMMGM RESORTS INTERNATIONAL$3.5M0.15%95,668CommonSOLE
12621E103CNOCNO FINL GROUP INC$3.5M0.15%82,170CommonSOLE
82900L102SMPLSIMPLY GOOD FOODS CO$3.5M0.15%173,414CommonSOLE
G65431127NENOBLE CORP PLC$3.5M0.15%122,999CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$3.5M0.15%17,209CommonSOLE
231561101CWCURTISS WRIGHT CORP$3.5M0.15%6,264CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$3.4M0.15%11,862CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$3.4M0.15%19,873CommonSOLE
512816109LAMRLAMAR ADVERTISING CO NEW$3.4M0.15%27,113CommonSOLE
577081102MATMATTEL INC$3.4M0.15%171,698CommonSOLE
88033G407THCTENET HEALTHCARE CORP$3.4M0.15%17,130CommonSOLE
74624M102PPURE STORAGE INC$3.4M0.15%50,385CommonSOLE
88023U101SGISOMNIGROUP INTERNATIONAL INC$3.4M0.14%37,597CommonSOLE
G87110105FTITECHNIPFMC PLC$3.4M0.14%75,321CommonSOLE
81762P102NOWSERVICENOW INC$3.4M0.14%21,872CommonSOLE
410867105THGHANOVER INS GROUP INC$3.3M0.14%18,208CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$3.3M0.14%23,334CommonSOLE
74935Q107RBARB GLOBAL INC$3.3M0.14%32,120CommonSOLE
971378104WSCWILLSCOT HLDGS CORP$3.3M0.14%175,122CommonSOLE
345370860FFORD MTR CO$3.3M0.14%251,117CommonSOLE
05379B107AVAAVISTA CORP$3.3M0.14%85,142CommonSOLE
78463V907GLDSPDR GOLD TR$3.3M0.14%750CALLSOLE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$3.3M0.14%43,011CommonSOLE
464287408IVEISHARES TR$3.3M0.14%15,339CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$3.2M0.14%12,558CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$3.2M0.14%39,003CommonSOLE
02209S103MOALTRIA GROUP INC$3.2M0.14%56,048CommonSOLE
576323109MTZMASTEC INC$3.2M0.14%14,837CommonSOLE
36467J108GLPIGAMING & LEISURE PPTYS INC$3.2M0.14%71,844CommonSOLE
464287598IWDISHARES TR$3.2M0.14%15,178CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$3.2M0.14%6,545CommonSOLE
G29183103ETNEATON CORP PLC$3.2M0.14%10,000CommonSOLE
458140100INTCINTEL CORP$3.2M0.14%85,973CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$3.2M0.14%10,763CommonSOLE
98419M100XYLXYLEM INC$3.2M0.14%23,168CommonSOLE
949746101WMT2WELLS FARGO CO NEW$3.1M0.14%33,735CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$3.1M0.14%10,940CommonSOLE
278768106SATSECHOSTAR CORP$3.1M0.13%28,802CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$3.1M0.13%26,061CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$3.1M0.13%39,443CommonSOLE
718172109PMPHILIP MORRIS INTL INC$3.1M0.13%19,418CommonSOLE
577933104MMSMAXIMUS INC$3.1M0.13%35,994CommonSOLE
904708104UNFUNIFIRST CORP MASS$3.1M0.13%16,039CommonSOLE
679295105OKTAOKTA INC$3.1M0.13%35,767CommonSOLE
444859102HUMHUMANA INC$3.1M0.13%12,074CommonSOLE
45073V108ITTITT INC$3.1M0.13%17,822CommonSOLE
74736L109QTWOQ2 HLDGS INC$3.1M0.13%42,688CommonSOLE
64110D104NTAPNETAPP INC$3.1M0.13%28,670CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$3.1M0.13%8,752CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$3.1M0.13%18,960CommonSOLE
004498101ACIWACI WORLDWIDE INC$3.1M0.13%64,078CommonSOLE
336433107FSLRFIRST SOLAR INC$3.1M0.13%11,724CommonSOLE
70959W103PAGPENSKE AUTOMOTIVE GRP INC$3.1M0.13%19,320CommonSOLE
617700109MORNMORNINGSTAR INC$3.1M0.13%14,056CommonSOLE
020002101ALLALLSTATE CORP$3.0M0.13%14,644CommonSOLE
609207105MDLZMONDELEZ INTL INC$3.0M0.13%56,607CommonSOLE
22160N109CSGPCOSTAR GROUP INC$3.0M0.13%45,177CommonSOLE
855244109SBUXSTARBUCKS CORP$3.0M0.13%35,867CommonSOLE
784305104HTOH2O AMERICA$3.0M0.13%61,651CommonSOLE
902973304USBUS BANCORP DEL$3.0M0.13%56,573CommonSOLE
46266C105IQVIQVIA HLDGS INC$3.0M0.13%13,325CommonSOLE
297178105ESSESSEX PPTY TR INC$3.0M0.13%11,444CommonSOLE
03073E105CORCENCORA INC$3.0M0.13%8,850CommonSOLE
023608102AEEAMEREN CORP$3.0M0.13%29,856CommonSOLE
244199105DEDEERE & CO$3.0M0.13%6,397CommonSOLE
15135B101CNCCENTENE CORP DEL$3.0M0.13%72,137CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$3.0M0.13%9,476CommonSOLE
89832Q109TFCTRUIST FINL CORP$2.9M0.13%59,805CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$2.9M0.13%30,652CommonSOLE
421298100HAYWHAYWARD HLDGS INC$2.9M0.13%189,862CommonSOLE
55087P104LYFTLYFT INC$2.9M0.13%150,000CommonSOLE
98585X104YETIYETI HLDGS INC$2.9M0.12%65,672CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$2.9M0.12%89,098CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$2.8M0.12%27,798CommonSOLE
55405Y100MTSIMACOM TECH SOLUTIONS HLDGS I$2.8M0.12%16,506CommonSOLE
718546104PSXPHILLIPS 66$2.8M0.12%21,842CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$2.8M0.12%5,015CommonSOLE
45168D104IDXXIDEXX LABS INC$2.8M0.12%4,127CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$2.8M0.12%12,319CommonSOLE
78473E103SPXCSPX TECHNOLOGIES INC$2.8M0.12%13,843CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$2.8M0.12%19,799CommonSOLE
719405102PLABPHOTRONICS INC$2.7M0.12%84,825CommonSOLE
380237107GDDYGODADDY INC$2.7M0.12%21,804CommonSOLE
256163106DOCUDOCUSIGN INC$2.7M0.12%39,504CommonSOLE
89055F103BLDTOPBUILD CORP$2.7M0.12%6,422CommonSOLE
267475101DYDYCOM INDS INC$2.7M0.11%7,881CommonSOLE
298736109EEFTEURONET WORLDWIDE INC$2.7M0.11%34,932CommonSOLE
361448103GATXGATX CORP$2.6M0.11%15,555CommonSOLE
750917106RMBSRAMBUS INC DEL$2.6M0.11%28,668CommonSOLE
70975L107PENPENUMBRA INC$2.6M0.11%8,372CommonSOLE
922417100VECOVEECO INSTRS INC DEL$2.6M0.11%90,230CommonSOLE
579780206MKCMCCORMICK & CO INC$2.5M0.11%37,202CommonSOLE
122017106BURLBURLINGTON STORES INC$2.5M0.11%8,678CommonSOLE
866674104SUISUN CMNTYS INC$2.5M0.11%20,042CommonSOLE
92189F956VANECK ETF TRUST$2.5M0.11%1,000PUTSOLE
29261A100EHCENCOMPASS HEALTH CORP$2.4M0.11%23,023CommonSOLE
650111107NYTNEW YORK TIMES CO$2.4M0.10%35,085CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$2.4M0.10%14,642CommonSOLE
26884U109EPREPR PPTYS$2.4M0.10%48,599CommonSOLE
34354P105FLSFLOWSERVE CORP$2.4M0.10%34,944CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$2.4M0.10%135,595CommonSOLE
23345M107DTMDT MIDSTREAM INC$2.4M0.10%19,822CommonSOLE
49446R109KIMKIMCO RLTY CORP$2.4M0.10%116,218CommonSOLE
33829M101FIVEFIVE BELOW INC$2.4M0.10%12,494CommonSOLE
12504L109CBRECBRE GROUP INC$2.4M0.10%14,625CommonSOLE
55306N104MKSIMKS INC.$2.3M0.10%14,639CommonSOLE
379577208GMEDGLOBUS MED INC$2.3M0.10%26,659CommonSOLE
883203101TXTTEXTRON INC$2.3M0.10%26,675CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$2.3M0.10%11,425CommonSOLE
464287606IJKISHARES TR$2.3M0.10%23,865CommonSOLE
03762U105ARIAPOLLO COML REAL EST FIN INC$2.3M0.10%238,806CommonSOLE
464287481IWPISHARES TR$2.3M0.10%16,878CommonSOLE
75513E101RTXRTX CORPORATION$2.3M0.10%12,585CommonSOLE
04621X108AIZASSURANT INC$2.3M0.10%9,501CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$2.3M0.10%61,742CommonSOLE
29358P101ENSGENSIGN GROUP INC$2.3M0.10%13,081CommonSOLE
311900104FASTFASTENAL CO$2.3M0.10%56,613CommonSOLE
384802104GWWWW GRAINGER INC$2.2M0.10%2,222CommonSOLE
011642105ALRMALARM COM HLDGS INC$2.2M0.09%43,120CommonSOLE
833445109SNOWSNOWFLAKE INC$2.2M0.09%10,000CommonSOLE
74319R101PRGPROG HOLDINGS INC$2.2M0.09%73,488CommonSOLE
277276101EGPEASTGROUP PPTYS INC$2.2M0.09%12,112CommonSOLE
146229109CRICARTERS INC$2.2M0.09%66,469CommonSOLE
760759100RSGREPUBLIC SVCS INC$2.2M0.09%10,162CommonSOLE
723484101PNWPINNACLE WEST CAP CORP$2.1M0.09%24,022CommonSOLE
16115Q308GTLSCHART INDS INC$2.1M0.09%10,183CommonSOLE
42226A107HQYHEALTHEQUITY INC$2.1M0.09%22,864CommonSOLE
624756102MLIMUELLER INDS INC$2.1M0.09%18,009CommonSOLE
199908104FIXCOMFORT SYS USA INC$2.1M0.09%2,215CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$2.0M0.09%71,947CommonSOLE
758849103REGREGENCY CTRS CORP$2.0M0.09%29,087CommonSOLE
23331A109DHID R HORTON INC$2.0M0.09%13,780CommonSOLE
133131102CPTCAMDEN PPTY TR$2.0M0.09%17,997CommonSOLE
88162G103TTEKTETRA TECH INC NEW$2.0M0.09%58,868CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$2.0M0.08%122,312CommonSOLE
49714P108KNSLKINSALE CAP GROUP INC$2.0M0.08%5,004CommonSOLE
126501105CTSCTS CORP$1.9M0.08%45,468CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$1.9M0.08%22,192CommonSOLE
14316J108CGCARLYLE GROUP INC$1.9M0.08%32,731CommonSOLE
929236107WDFCWD 40 CO$1.9M0.08%9,752CommonSOLE
29977A105EVREVERCORE INC$1.9M0.08%5,615CommonSOLE
07831C103BRBRBELLRING BRANDS INC$1.9M0.08%70,298CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$1.9M0.08%13,543CommonSOLE
902653104UDRUDR INC$1.9M0.08%50,778CommonSOLE
303075105FDSFACTSET RESH SYS INC$1.8M0.08%6,319CommonSOLE
00653Q102AHCOADAPTHEALTH CORP$1.8M0.08%179,093CommonSOLE
433000106HIMSHIMS & HERS HEALTH INC$1.8M0.08%54,657CommonSOLE
67103X102OFGOFG BANCORP$1.8M0.08%43,302CommonSOLE
397624107GEFGREIF INC$1.8M0.08%26,043CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$1.8M0.08%6,184CommonSOLE
64115T104NTCTNETSCOUT SYS INC$1.7M0.08%64,620CommonSOLE
27579R104EWBCEAST WEST BANCORP INC$1.7M0.07%15,423CommonSOLE
30214U102EXPOEXPONENT INC$1.7M0.07%24,775CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$1.7M0.07%39,731CommonSOLE
101121101BXPBXP INC$1.7M0.07%25,468CommonSOLE
40637H109HALOHALOZYME THERAPEUTICS INC$1.7M0.07%25,522CommonSOLE
83545G102SAHSONIC AUTOMOTIVE INC$1.7M0.07%27,409CommonSOLE
29084Q100EMEEMCOR GROUP INC$1.7M0.07%2,760CommonSOLE
171484108CHDNCHURCHILL DOWNS INC$1.7M0.07%14,829CommonSOLE
78462F953SPYSPDR S&P 500 ETF TR$1.7M0.07%200PUTSOLE
942749102WTSWATTS WATER TECHNOLOGIES INC$1.7M0.07%6,078CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$1.6M0.07%25,335CommonSOLE
257651109DCIDONALDSON INC$1.6M0.07%17,793CommonSOLE
72352L106PINSPINTEREST INC$1.6M0.07%60,000CommonSOLE
512807306LRCXLAM RESEARCH CORP$1.5M0.07%9,051CommonSOLE
974155103WINGWINGSTOP INC$1.5M0.07%6,406CommonSOLE
70438V106PCTYPAYLOCITY HLDG CORP$1.5M0.06%9,888CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$1.5M0.06%9,932CommonSOLE
09073M104TECHBIO-TECHNE CORP$1.5M0.06%25,341CommonSOLE
392709101GRBKGREEN BRICK PARTNERS INC$1.5M0.06%23,731CommonSOLE
G7496G103RNRRENAISSANCERE HLDGS LTD$1.5M0.06%5,256CommonSOLE
14174T107CTRECARETRUST REIT INC$1.5M0.06%40,619CommonSOLE
172755100CRUSCIRRUS LOGIC INC$1.5M0.06%12,349CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$1.5M0.06%8,378CommonSOLE
26622P107DOCSDOXIMITY INC$1.4M0.06%32,687CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$1.4M0.06%35,264CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$1.4M0.06%6,685CommonSOLE
184496107CLHCLEAN HARBORS INC$1.4M0.06%5,876CommonSOLE
526057104LENLENNAR CORP$1.4M0.06%13,186CommonSOLE
464287473IWSISHARES TR$1.4M0.06%9,599CommonSOLE
099724106BWABORGWARNER INC$1.3M0.06%29,828CommonSOLE
00766T100ACMAECOM$1.3M0.06%13,939CommonSOLE
374297109GTYGETTY RLTY CORP NEW$1.3M0.06%48,306CommonSOLE
88146M101TRNOTERRENO RLTY CORP$1.3M0.06%21,985CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$1.3M0.06%26,206CommonSOLE
72703H101PLNTPLANET FITNESS INC$1.3M0.05%11,701CommonSOLE
78377T107RHPRYMAN HOSPITALITY PPTYS INC$1.3M0.05%13,363CommonSOLE
554382101MACMACERICH CO$1.3M0.05%68,471CommonSOLE
29670E107EPRTESSENTIAL PPTYS RLTY TR INC$1.3M0.05%42,609CommonSOLE
35086T109FCPTFOUR CORNERS PPTY TR INC$1.2M0.05%53,781CommonSOLE
85254J102STAGSTAG INDL INC$1.2M0.05%33,553CommonSOLE
03783C100APPFAPPFOLIO INC$1.2M0.05%5,299CommonSOLE
16679L109CHWYCHEWY INC$1.2M0.05%36,942CommonSOLE
26210C104DBXDROPBOX INC$1.2M0.05%43,140CommonSOLE
894164102TNLTRAVEL PLUS LEISURE CO$1.2M0.05%16,972CommonSOLE
38267D109GSHDGOOSEHEAD INS INC$1.2M0.05%16,236CommonSOLE
38526M106LOPEGRAND CANYON ED INC$1.2M0.05%7,167CommonSOLE
745867101PHMPULTE GROUP INC$1.2M0.05%10,144CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$1.2M0.05%4,390CommonSOLE
922908363VOOVANGUARD INDEX FDS$1.2M0.05%1,855CommonSOLE
74758T303QLYSQUALYS INC$1.2M0.05%8,733CommonSOLE
354613101BENFRANKLIN RESOURCES INC$1.1M0.05%48,076CommonSOLE
743315103PGRPROGRESSIVE CORP$1.1M0.05%5,029CommonSOLE
25862V105DVDOUBLEVERIFY HLDGS INC$1.1M0.05%98,316CommonSOLE
747619104NXQUANEX BLDG PRODS CORP$1.1M0.05%72,159CommonSOLE
229899109CFRCULLEN FROST BANKERS INC$1.1M0.05%8,758CommonSOLE
45784P101PODDINSULET CORP$1.1M0.05%3,850CommonSOLE
024013104AATAMERICAN ASSETS TR INC$1.1M0.05%57,551CommonSOLE
74164M108PRIPRIMERICA INC$1.1M0.05%4,162CommonSOLE
103304101BYDBOYD GAMING CORP$1.1M0.05%12,538CommonSOLE
501889208LKQLKQ CORP$1.1M0.05%35,388CommonSOLE
534187109LNCLINCOLN NATL CORP IND$1.1M0.05%23,811CommonSOLE
131193104CALYTOPGOLF CALLAWAY BRANDS CORP$1.1M0.05%90,135CommonSOLE
277432100EMNEASTMAN CHEM CO$1.0M0.04%16,144CommonSOLE
78440X887SLGSL GREEN RLTY CORP$1.0M0.04%22,296CommonSOLE
G5960L103MDTMEDTRONIC PLC$1.0M0.04%10,551CommonSOLE
464287465EFAISHARES TR$1.0M0.04%10,457CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$1.0M0.04%2,206CommonSOLE
70451X104PAYOPAYONEER GLOBAL INC$991,3290.04%176,393CommonSOLE
21874C102CNMCORE & MAIN INC$977,8680.04%18,816CommonSOLE
929042109VNOVORNADO RLTY TR$962,4910.04%28,921CommonSOLE
907818108UNPUNION PAC CORP$958,8210.04%4,145CommonSOLE
457651107INVXINNOVEX INTERNATIONAL INC$958,0590.04%43,807CommonSOLE
683344105ONTOONTO INNOVATION INC$943,0560.04%5,974CommonSOLE
431284108HIWHIGHWOODS PPTYS INC$937,6020.04%36,313CommonSOLE
204166102CVLTCOMMVAULT SYS INC$930,1710.04%7,420CommonSOLE
60646V105MCWMISTER CAR WASH INC$898,2620.04%161,558CommonSOLE
71844V201PECOPHILLIPS EDISON & CO INC$896,1860.04%25,195CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$890,4900.04%2,288CommonSOLE
49803T300KRGKITE RLTY GROUP TR$888,0410.04%37,048CommonSOLE
36262G101GXOGXO LOGISTICS INCORPORATED$887,2470.04%16,855CommonSOLE
29249E109ACTENACT HLDGS INC$886,5880.04%22,366CommonSOLE
78351F107RYANRYAN SPECIALTY HOLDINGS INC$885,5060.04%17,151CommonSOLE
366651107ITGARTNER INC$882,4750.04%3,498CommonSOLE
552848103MTGMGIC INVT CORP WIS$878,0030.04%30,048CommonSOLE
92826C839VVISA INC$867,3060.04%2,473CommonSOLE
67000B104NOVTNOVANTA INC$866,6040.04%7,283CommonSOLE
78573L106SBRASABRA HEALTH CARE REIT INC$866,3350.04%45,741CommonSOLE
918204108VFCV F CORP$860,3370.04%47,585CommonSOLE
516544103LNTHLANTHEUS HLDGS INC$843,1890.04%12,670CommonSOLE
22002T108CDPCOPT DEFENSE PROPERTIES$839,8380.04%30,210CommonSOLE
26856L103ELFE L F BEAUTY INC$830,6610.04%10,924CommonSOLE
038222105AMATAPPLIED MATLS INC$808,4910.03%3,146CommonSOLE
681116109OLLIOLLIES BARGAIN OUTLET HLDGS$801,1390.03%7,309CommonSOLE
898202106TRUPTRUPANION INC$798,4850.03%21,367CommonSOLE
216648501COOCOOPER COS INC$793,4550.03%9,681CommonSOLE
875465106SKTTANGER INC$788,5330.03%23,630CommonSOLE
60741F104MBLYMOBILEYE GLOBAL INC$783,0000.03%75,000CommonSOLE
893641100TDGTRANSDIGM GROUP INC$775,3030.03%583CommonSOLE
751212101RLRALPH LAUREN CORP$771,2230.03%2,181CommonSOLE
222795502CUZCOUSINS PPTYS INC$757,5450.03%29,385CommonSOLE
49427F108KRCKILROY RLTY CORP$746,9140.03%19,987CommonSOLE
829073105SSDSIMPSON MFG INC$745,5070.03%4,617CommonSOLE
192422103CGNXCOGNEX CORP$743,2750.03%20,658CommonSOLE
03831W108APPAPPLOVIN CORP$738,5070.03%1,096CommonSOLE
35137L105FOXAFOX CORP$727,8500.03%9,961CommonSOLE
529043408LXPLXP INDUSTRIAL TRUST$727,5370.03%14,674CommonSOLE
871607907SNPSSYNOPSYS INC$711,0000.03%100CALLSOLE
59001A102MTHMERITAGE HOMES CORP$699,2570.03%10,627CommonSOLE
04911A107AUBATLANTIC UN BANKSHARES CORP$697,0340.03%19,746CommonSOLE
87256C101TKOTKO GROUP HOLDINGS INC$694,7160.03%3,324CommonSOLE
842587107SOSOUTHERN CO$684,6070.03%7,851CommonSOLE
78442P106SLMSLM CORP$680,2880.03%25,140CommonSOLE
426281101JKHYHENRY JACK & ASSOC INC$668,0590.03%3,661CommonSOLE
218937100CNRCORE NATURAL RESOURCES INC$667,1000.03%7,537CommonSOLE
407497106HLNEHAMILTON LANE INC$666,3120.03%4,961CommonSOLE
446413106HIIHUNTINGTON INGALLS INDS INC$665,1770.03%1,956CommonSOLE
82452J109FOURSHIFT4 PMTS INC$660,4920.03%10,489CommonSOLE
043436104ABGASBURY AUTOMOTIVE GROUP INC$655,7350.03%2,820CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$654,1560.03%4,039CommonSOLE
879433829TDSTELEPHONE & DATA SYS INC$633,6140.03%15,454CommonSOLE
482480100KLACKLA CORP$629,4110.03%518CommonSOLE
093671105HRBBLOCK H & R INC$628,9030.03%14,431CommonSOLE
74736K101QRVOQORVO INC$625,2890.03%7,399CommonSOLE
29355A107ENPHENPHASE ENERGY INC$619,5910.03%19,332CommonSOLE
559663109MGYMAGNOLIA OIL & GAS CORP$614,4960.03%28,072CommonSOLE
464287309IVWISHARES TR$604,8370.03%4,907CommonSOLE
464287614IWFISHARES TR$602,9840.03%1,274CommonSOLE
57060D108MKTXMARKETAXESS HLDGS INC$600,8440.03%3,315CommonSOLE
070830104BBWIBATH & BODY WORKS INC$592,2400.03%29,494CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$592,2290.03%1,545CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$586,6030.03%5,053CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$578,0210.02%10,716CommonSOLE
94106L109WMWASTE MGMT INC DEL$570,3670.02%2,596CommonSOLE
031652100AMKRAMKOR TECHNOLOGY INC$570,1700.02%14,442CommonSOLE
826919102SLABSILICON LABORATORIES INC$560,5720.02%4,289CommonSOLE
574795100MASIMASIMO CORP$551,1940.02%4,238CommonSOLE
040413205ANETARISTA NETWORKS INC$546,9190.02%4,174CommonSOLE
90984P303UCBUNITED CMNTY BKS BLAIRSVLE G$543,0410.02%17,394CommonSOLE
G2717C106CWKCUSHMAN AND WAKEFIELD LTD$540,7950.02%33,403CommonSOLE
649445400FLGFLAGSTAR BANK NATIONAL ASSOC$536,7490.02%42,633CommonSOLE
704551100BTUPEABODY ENERGY CORP$532,9370.02%17,944CommonSOLE
48666K109KBHKB HOME$529,1820.02%9,381CommonSOLE
G0176J109ALLEALLEGION PLC$523,1970.02%3,286CommonSOLE
928881101VNTVONTIER CORPORATION$521,5610.02%14,028CommonSOLE
759509102RSRELIANCE INC$519,0990.02%1,797CommonSOLE
077454106BDCBELDEN INC$517,4820.02%4,440CommonSOLE
127055101CBTCABOT CORP$506,7110.02%7,645CommonSOLE
116794108BRKRBRUKER CORP$505,5370.02%10,731CommonSOLE
125523100CITHE CIGNA GROUP$503,3960.02%1,829CommonSOLE
13057Q305CRCCALIFORNIA RES CORP$502,5400.02%11,240CommonSOLE
464287630IWNISHARES TR$499,5960.02%2,757CommonSOLE
219350105GLWCORNING INC$499,1800.02%5,701CommonSOLE
377322102GKOSGLAUKOS CORP$486,5290.02%4,309CommonSOLE
018581108BFHBREAD FINANCIAL HOLDINGS INC$480,7510.02%6,494CommonSOLE
002896207ANFABERCROMBIE & FITCH CO$477,4250.02%3,793CommonSOLE
75970E107RNSTRENASANT CORP$476,7730.02%13,537CommonSOLE
057665200BCPCBALCHEM CORP$476,4900.02%3,107CommonSOLE
87901J105TGNATEGNA INC$460,2110.02%23,710CommonSOLE
754907103RYNRAYONIER INC$453,7190.02%20,957CommonSOLE
750236101RDNRADIAN GROUP INC$449,0470.02%12,477CommonSOLE
359694106FULFULLER H B CO$448,7450.02%7,547CommonSOLE
717081103PFEPFIZER INC$445,7350.02%17,901CommonSOLE
32051X108FHBFIRST HAWAIIAN INC$443,4330.02%17,527CommonSOLE
750491102RDNTRADNET INC$441,7990.02%6,192CommonSOLE
32055Y201FIBKFIRST INTST BANCSYSTEM INC$440,8730.02%12,742CommonSOLE
09257W100BXMTBLACKSTONE MTG TR INC$438,9190.02%22,944CommonSOLE
16411R208LNGCHENIERE ENERGY INC$436,0170.02%2,243CommonSOLE

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.