MondegarAI
New Age Alpha Advisors, LLC

Q1 2026 · 13F-HR

New Age Alpha Advisors, LLCholdings as filed

Filed 2026-05-11 · accession 0001764807-26-000005

$2.15B
Reported value
766
Positions
2026-03-31
Period end
View analyzed profile →PRO

The Brief · New Age Alpha Advisors, LLC · Q1 2026

AI · grounded in 13F

New Age Alpha Advisors, LLC increased its position in VZ by 399.22% and RTX by 299.52%. The fund also accumulated shares of CVX by 138.29%. On the sell side, the manager closed positions in BIL and TM, reducing holdings by $17.49M and $13.57M respectively. Other reductions included trimming TSM by 81.39% and GOOG by 36.17%.

Holdings as filed

First 500 of 766

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$68.8M3.21%271,282CommonSOLE
67066G104NVDANVIDIA CORPORATION$57.1M2.66%327,596CommonSOLE
594918104MSFTMICROSOFT CORP$44.6M2.08%120,592CommonSOLE
023135106AMZNAMAZON COM INC$43.5M2.03%208,840CommonSOLE
11135F101AVGOBROADCOM INC$43.3M2.02%139,963CommonSOLE
30231G102XOMEXXON MOBIL CORP$29.0M1.35%171,142CommonSOLE
02079K305GOOGLALPHABET INC$25.6M1.19%88,938CommonSOLE
02079K107GOOGALPHABET INC$22.4M1.04%78,185CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$18.6M0.87%63,388CommonSOLE
166764100CVXCHEVRON CORPORATION$18.6M0.87%89,913CommonSOLE
95040Q104WELLWELLTOWER INC$18.1M0.85%91,795CommonSOLE
20825C104COPCONOCOPHILLIPS$17.9M0.84%135,980CommonSOLE
88160R101TSLATESLA INC$17.3M0.81%46,585CommonSOLE
36828A101GEVGE VERNOVA INC$16.1M0.75%18,498CommonSOLE
74340W103PLDPROLOGIS INC.$15.9M0.74%120,331CommonSOLE
031162100AMGNAMGEN INC$15.6M0.73%44,428CommonSOLE
58933Y105MRKMERCK & CO INC$15.3M0.71%127,438CommonSOLE
17275R102CSCOCISCO SYS INC$13.7M0.64%176,219CommonSOLE
68389X105ORCLORACLE CORP$13.5M0.63%91,886CommonSOLE
29444U700EQIXEQUINIX INC$13.1M0.61%13,381CommonSOLE
00206R102TAT&T INC$12.8M0.60%441,670CommonSOLE
931142103WMTWALMART INC$12.7M0.59%101,853CommonSOLE
375558103GILDGILEAD SCIENCES INC$12.6M0.59%90,117CommonSOLE
172967424CCITIGROUP INC$11.9M0.55%104,829CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$11.9M0.55%14,012CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$11.8M0.55%163,614CommonSOLE
253868103DLRDIGITAL RLTY TR INC$11.6M0.54%64,542CommonSOLE
595112103MUMICRON TECHNOLOGY INC$11.6M0.54%34,347CommonSOLE
617446448MSMORGAN STANLEY$11.2M0.52%67,851CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$11.1M0.52%23,123CommonSOLE
369604301GEGE AEROSPACE$10.5M0.49%36,991CommonSOLE
060505104BACBANK AMERICA CORP$10.5M0.49%214,708CommonSOLE
458140100INTCINTEL CORP$10.4M0.48%235,523CommonSOLE
30303M102METAMETA PLATFORMS INC$10.2M0.47%17,748CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$10.1M0.47%30,000CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$9.9M0.46%25,357CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$9.9M0.46%52,886CommonSOLE
337932107FEFIRSTENERGY CORP$9.8M0.46%194,118CommonSOLE
278865100ECLECOLAB INC$9.7M0.45%36,622CommonSOLE
75513E101RTXRTX CORPORATION$9.7M0.45%50,279CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$9.6M0.45%45,359CommonSOLE
149123101CATCATERPILLAR INC$9.2M0.43%13,037CommonSOLE
369550108GDGENERAL DYNAMICS CORP$9.2M0.43%26,774CommonSOLE
H1467J104CBCHUBB LTD SWITZ$9.1M0.43%28,049CommonSOLE
478160104JNJJOHNSON & JOHNSON$9.1M0.43%37,363CommonSOLE
013872106AAALCOA CORP$9.1M0.43%137,565CommonSOLE
651639106NEMNEWMONT CORP$9.0M0.42%82,723CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$8.8M0.41%176,046CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$8.8M0.41%43,321CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$8.8M0.41%67,121CommonSOLE
756109104OREALTY INCOME CORP$8.5M0.40%138,649CommonSOLE
65290E101NXTNEXTPOWER INC$8.5M0.39%70,270CommonSOLE
747525103QCOMQUALCOMM INC$8.0M0.37%62,112CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$8.0M0.37%60,712CommonSOLE
64110L106NFLXNETFLIX INC.$8.0M0.37%82,746CommonSOLE
29472R108ELSEQUITY LIFESTYLE PROPERTIES$7.9M0.37%127,084CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$7.9M0.37%29,196CommonSOLE
532457108LLYELI LILLY & CO$7.8M0.36%8,428CommonSOLE
92276F100VTRVENTAS INC$7.7M0.36%93,707CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$7.7M0.36%52,874CommonSOLE
703481101PTENPATTERSON-UTI ENERGY INC$7.6M0.36%704,329CommonSOLE
674215207CHRDCHORD ENERGY CORPORATION$7.6M0.35%53,276CommonSOLE
911363109URIUNITED RENTALS INC$7.4M0.34%10,135CommonSOLE
30034W106EVRGEVERGY INC$7.4M0.34%89,775CommonSOLE
032095101APHAMPHENOL CORP$7.2M0.34%57,068CommonSOLE
806857108SLBSLB LIMITED$7.2M0.33%139,839CommonSOLE
244199105DEDEERE & CO$7.2M0.33%12,713CommonSOLE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$7.2M0.33%11,011CommonSOLE
038222105AMATAPPLIED MATLS INC$7.1M0.33%20,817CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$7.0M0.33%43,531CommonSOLE
35671D857FCXFREEPORT MCMORAN INC$6.9M0.32%116,847CommonSOLE
55825T103MSGSMADISON SQUARE GRDN SPRT COR$6.7M0.31%20,782CommonSOLE
681919106OMCOMNICOM GROUP INC$6.7M0.31%88,428CommonSOLE
171779309CIENCIENA CORP$6.6M0.31%16,978CommonSOLE
20030N101CMCSACOMCAST CORP NEW$6.6M0.31%229,460CommonSOLE
038336103ATRAPTARGROUP INC$6.5M0.30%51,947CommonSOLE
742718109PGPROCTER & GAMBLE CO$6.5M0.30%45,282CommonSOLE
76169C100REXRREXFORD INDL RLTY INC$6.5M0.30%199,447CommonSOLE
759351604RGAREINSURANCE GROUP AMER INC$6.5M0.30%31,707CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$6.5M0.30%105,730CommonSOLE
670837103OGEOGE ENERGY CORP$6.4M0.30%134,355CommonSOLE
437076102HDHOME DEPOT INC$6.4M0.30%19,375CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$6.4M0.30%40,952CommonSOLE
57686G105MATXMATSON INC$6.3M0.29%38,574CommonSOLE
30161N101EXCEXELON CORP$6.3M0.29%128,536CommonSOLE
62955J103NOVNOV INC$6.3M0.29%334,152CommonSOLE
438516106HONHONEYWELL INTL INC$6.3M0.29%27,655CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$6.2M0.29%24,667CommonSOLE
256746108DLTRDOLLAR TREE INC$6.2M0.29%56,263CommonSOLE
464287200IVVISHARES TR$6.2M0.29%9,418CommonSOLE
320517105FHNFIRST HORIZON CORPORATION$6.1M0.29%270,142CommonSOLE
690742101OCOWENS CORNING NEW$6.1M0.28%56,400CommonSOLE
013091103ACIALBERTSONS COS INC$6.1M0.28%355,575CommonSOLE
91529Y106UNMUNUM GROUP$6.0M0.28%82,678CommonSOLE
860630102SFSTIFEL FINL CORP$6.0M0.28%81,184CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$5.9M0.28%21,193CommonSOLE
863667101SYKSTRYKER CORPORATION$5.9M0.28%18,009CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$5.9M0.27%19,305CommonSOLE
929160109VMCVULCAN MATLS CO$5.9M0.27%21,549CommonSOLE
052800109ALVAUTOLIV INC$5.8M0.27%55,414CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$5.8M0.27%208,522CommonSOLE
G65431127NENOBLE CORP PLC$5.8M0.27%118,441CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$5.8M0.27%35,631CommonSOLE
G51502105JCIJOHNSON CONTROLS INTERNATION$5.6M0.26%42,937CommonSOLE
229663109CUBECUBESMART$5.6M0.26%152,141CommonSOLE
191216100KOCOCA COLA CO$5.6M0.26%73,032CommonSOLE
925652109VICIVICI PPTYS INC$5.5M0.26%202,596CommonSOLE
79466L302CRMSALESFORCE INC$5.5M0.26%29,434CommonSOLE
637417106NNNNNN REIT INC$5.3M0.25%127,040CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$5.3M0.25%15,368CommonSOLE
512807306LRCXLAM RESEARCH CORP$5.3M0.25%24,809CommonSOLE
565394103CARTMAPLEBEAR INC$5.3M0.25%141,250CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$5.3M0.25%5,302CommonSOLE
46284V101IRMIRON MTN INC DEL$5.3M0.25%51,587CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$5.2M0.24%21,428CommonSOLE
008492100ADCAGREE RLTY CORP$5.2M0.24%68,562CommonSOLE
302520101FNBF N B CORP$5.2M0.24%308,672CommonSOLE
521865204LEALEAR CORP$5.1M0.24%42,267CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$5.1M0.24%11,418CommonSOLE
G87110105FTITECHNIPFMC PLC$5.1M0.24%73,597CommonSOLE
252131107DXCMDEXCOM INC$4.9M0.23%78,450CommonSOLE
19247G107COHRCOHERENT CORP$4.9M0.23%20,596CommonSOLE
G48833118WFRDWEATHERFORD INTL PLC$4.9M0.23%51,669CommonSOLE
701094104PHPARKER-HANNIFIN CORP$4.9M0.23%5,442CommonSOLE
247361702DALDELTA AIR LINES INC$4.9M0.23%73,249CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$4.8M0.23%24,434CommonSOLE
01741R102ATIATI INC$4.8M0.23%33,291CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$4.8M0.23%62,659CommonSOLE
360271100FULTFULTON FINL CORP PA$4.8M0.22%235,358CommonSOLE
817565104SCISERVICE CORP INTL$4.8M0.22%57,655CommonSOLE
46187W107INVHINVITATION HOMES INC$4.7M0.22%189,432CommonSOLE
872540109TJXTJX COS INC NEW$4.7M0.22%29,392CommonSOLE
576323109MTZMASTEC INC$4.7M0.22%14,567CommonSOLE
G3223R108EGEVEREST GROUP LTD$4.7M0.22%14,334CommonSOLE
144285103CRSCARPENTER TECHNOLOGY CORP$4.7M0.22%11,801CommonSOLE
78463V907GLDSPDR GOLD TR$4.6M0.21%1,500CALLSOLE
023608102AEEAMEREN CORP$4.6M0.21%41,812CommonSOLE
025932104AFGAMERICAN FINANCIAL GROUP INC$4.6M0.21%35,659CommonSOLE
688239201OSKOSHKOSH CORP$4.5M0.21%30,438CommonSOLE
92936U109WPCWP CAREY INC$4.5M0.21%65,675CommonSOLE
69351T106PPLPPL CORP$4.4M0.20%114,996CommonSOLE
816300107SIGISELECTIVE INS GROUP INC$4.4M0.20%58,085CommonSOLE
724078209PIPRPIPER SANDLER COMPANIES$4.4M0.20%56,870CommonSOLE
74386T105PFSPROVIDENT FINL SVCS INC$4.3M0.20%205,206CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$4.3M0.20%76,495CommonSOLE
441593100HLIHOULIHAN LOKEY INC$4.3M0.20%29,746CommonSOLE
842587107SOSOUTHERN CO$4.3M0.20%44,117CommonSOLE
48242W106KBRKBR INC$4.2M0.20%114,981CommonSOLE
74982T103RXORXO INC$4.2M0.20%286,372CommonSOLE
06417N103OZKBANK OZK LITTLE ROCK ARK$4.2M0.19%91,169CommonSOLE
03076K108ABCBAMERIS BANCORP$4.2M0.19%53,423CommonSOLE
231561101CWCURTISS WRIGHT CORP$4.2M0.19%6,116CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$4.2M0.19%21,198CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$4.1M0.19%8,957CommonSOLE
26969P108EXPEAGLE MATLS INC$4.1M0.19%21,733CommonSOLE
67059N108NTNXNUTANIX INC$4.1M0.19%107,918CommonSOLE
398905109GPIGROUP 1 AUTOMOTIVE INC$4.1M0.19%12,306CommonSOLE
980745103WWDWOODWARD INC$4.1M0.19%11,346CommonSOLE
G6700G107NVTNVENT ELEC PLC$4.1M0.19%34,322CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$4.0M0.19%27,403CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$4.0M0.18%87,554CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$4.0M0.18%19,362CommonSOLE
830879102SKYWSKYWEST INC$4.0M0.18%43,099CommonSOLE
254687106DISDISNEY WALT CO$3.9M0.18%40,598CommonSOLE
904708104UNFUNIFIRST CORP MASS$3.9M0.18%15,464CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC$3.9M0.18%88,067CommonSOLE
922908611VBRVANGUARD INDEX FDS$3.8M0.18%17,624CommonSOLE
76118Y104REZIRESIDEO TECHNOLOGIES INC$3.8M0.18%112,923CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$3.8M0.18%6,391CommonSOLE
830830105SKYCHAMPION HOMES INC$3.8M0.18%50,893CommonSOLE
000957100ABMABM INDS INC$3.7M0.17%96,668CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$3.7M0.17%98,397CommonSOLE
29476L107EQREQUITY RESIDENTIAL$3.7M0.17%62,127CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$3.7M0.17%7,324CommonSOLE
039653100ACAARCOSA INC$3.6M0.17%33,949CommonSOLE
G29183103ETNEATON CORP PLC$3.6M0.17%10,000CommonSOLE
784117103SEICSEI INVTS CO$3.6M0.17%45,556CommonSOLE
55405Y100MTSIMACOM TECH SOLUTIONS HLDGS I$3.6M0.17%16,011CommonSOLE
512816109LAMRLAMAR ADVERTISING CO$3.5M0.16%27,731CommonSOLE
872590104TMUST-MOBILE US INC$3.5M0.16%16,718CommonSOLE
199908104FIXCOMFORT SYS USA INC$3.5M0.16%2,545CommonSOLE
784305104HTOH2O AMERICA$3.5M0.16%59,457CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$3.5M0.16%11,838CommonSOLE
126650100CVSCVS HEALTH CORP$3.5M0.16%48,055CommonSOLE
37045V100GMGENERAL MTRS CO$3.4M0.16%45,846CommonSOLE
552953101MGMMGM RESORTS INTERNATIONAL$3.4M0.16%92,213CommonSOLE
36467J108GLPIGAMING & LEISURE P$3.4M0.16%76,643CommonSOLE
60786M105MCMOELIS & CO$3.3M0.16%58,602CommonSOLE
02209S103MOALTRIA GROUP INC$3.3M0.16%50,589CommonSOLE
717081103PFEPFIZER INC$3.3M0.16%118,695CommonSOLE
45073V108ITTITT INC$3.3M0.15%17,394CommonSOLE
719405102PLABPHOTRONICS INC$3.3M0.15%81,577CommonSOLE
278768106SATSECHOSTAR CORP$3.3M0.15%28,158CommonSOLE
05379B107AVAAVISTA CORP$3.3M0.15%82,050CommonSOLE
55306N104MKSIMKS INC.$3.3M0.15%14,302CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$3.3M0.15%53,427CommonSOLE
12621E103CNOCNO FINL GROUP INC$3.2M0.15%79,049CommonSOLE
464287473IWSISHARES TR$3.2M0.15%22,173CommonSOLE
98978V103ZTSZOETIS INC$3.2M0.15%26,860CommonSOLE
609207105MDLZMONDELEZ INTL INC$3.2M0.15%55,015CommonSOLE
88076W103TDCTERADATA CORP DEL$3.2M0.15%123,596CommonSOLE
718546104PSXPHILLIPS 66$3.2M0.15%17,387CommonSOLE
88033G407THCTENET HEALTHCARE CORP$3.2M0.15%16,769CommonSOLE
969457100WMBWILLIAMS COS INC$3.1M0.15%43,115CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$3.1M0.15%36,804CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$3.1M0.15%22,887CommonSOLE
855244109SBUXSTARBUCKS CORP$3.1M0.15%34,755CommonSOLE
268150109DTDYNATRACE INC$3.1M0.14%83,841CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES NV$3.1M0.14%38,440CommonSOLE
410867105THGHANOVER INS GROUP INC$3.0M0.14%17,493CommonSOLE
64110D104NTAPNETAPP INC$3.0M0.14%29,396CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$3.0M0.14%22,837CommonSOLE
74935Q107RBARB GLOBAL INC$3.0M0.14%31,385CommonSOLE
718172109PMPHILIP MORRIS INTL INC$3.0M0.14%17,997CommonSOLE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$3.0M0.14%41,946CommonSOLE
93148P102WDWALKER & DUNLOP INC$2.9M0.14%66,302CommonSOLE
922417100VECOVEECO INSTRS INC DEL$2.9M0.14%86,851CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$2.9M0.14%4,309CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$2.9M0.14%10,834CommonSOLE
971378104WSCWILLSCOT HLDGS CORP$2.9M0.14%168,393CommonSOLE
74624M102PEVERPURE INC$2.9M0.14%49,343CommonSOLE
297178105ESSESSEX PPTY TR INC$2.9M0.14%12,037CommonSOLE
020002101ALLALLSTATE CORP$2.9M0.14%14,042CommonSOLE
03027X100AMTAMERICAN TOWER CORP$2.9M0.13%16,718CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$2.9M0.13%29,967CommonSOLE
650111107NYTNEW YORK TIMES CO MTN BE$2.9M0.13%34,345CommonSOLE
902973304USBUS BANCORP$2.9M0.13%54,815CommonSOLE
345370860FFORD MTR CO$2.8M0.13%246,606CommonSOLE
80004C200SNDKSANDISK CORP$2.8M0.13%4,456CommonSOLE
550021109LULULULULEMON ATHLETICA INC$2.8M0.13%18,478CommonSOLE
70959W103PAGPENSKE AUTOMOTIVE GRP INC$2.8M0.13%18,827CommonSOLE
33829M101FIVEFIVE BELOW INC$2.8M0.13%12,225CommonSOLE
89832Q109TFCTRUIST FINL CORP$2.8M0.13%60,204CommonSOLE
122017106BURLBURLINGTON STORES INC$2.8M0.13%8,487CommonSOLE
679295105OKTAOKTA INC$2.8M0.13%34,942CommonSOLE
723484101PNWPINNACLE WEST CAP CORP$2.7M0.13%27,093CommonSOLE
98419M100XYLXYLEM INC$2.7M0.13%22,714CommonSOLE
88023U101SGISOMNIGROUP INTERNATIONAL INC$2.7M0.13%36,673CommonSOLE
03073E105CORCENCORA INC$2.7M0.13%8,606CommonSOLE
70975L107PENPENUMBRA INC$2.7M0.13%8,212CommonSOLE
78473E103SPXCSPX TECHNOLOGIES INC$2.7M0.13%13,467CommonSOLE
49446R109KIMKIMCO REALTY CORP$2.7M0.12%118,317CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$2.6M0.12%85,921CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$2.6M0.12%21,472CommonSOLE
267475101DYDYCOM INDS INC$2.6M0.12%7,691CommonSOLE
949746101WMT2WELLS FARGO & CO$2.6M0.12%32,705CommonSOLE
29358P101ENSGENSIGN GROUP INC$2.6M0.12%12,789CommonSOLE
866674104SUISUN CMNTYS INC$2.6M0.12%20,360CommonSOLE
464287408IVEISHARES TR$2.6M0.12%12,125CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$2.6M0.12%9,208CommonSOLE
361448103GATXGATX CORP$2.6M0.12%14,973CommonSOLE
004498101ACIWACI WORLDWIDE INC$2.5M0.12%61,603CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$2.5M0.12%16,834CommonSOLE
34354P105FLSFLOWSERVE CORP$2.5M0.12%34,171CommonSOLE
98138H101WDAYWORKDAY INC$2.5M0.12%19,300CommonSOLE
231021106CMICUMMINS INC$2.5M0.12%4,652CommonSOLE
78409V954SPGIS&P GLOBAL INC$2.5M0.12%240PUTSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$2.5M0.12%8,487CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$2.5M0.12%18,954CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$2.5M0.11%21,472CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$2.5M0.11%73,383CommonSOLE
421298100HAYWHAYWARD HLDGS INC$2.4M0.11%182,856CommonSOLE
03762U105ARIAPOLLO COML REAL ESTATE FIN$2.4M0.11%230,070CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$2.4M0.11%26,939CommonSOLE
26884U109EPREPR PPTYS$2.4M0.11%48,408CommonSOLE
750917106RMBSRAMBUS INC DEL$2.4M0.11%27,979CommonSOLE
577081102MATMATTEL INC$2.4M0.11%165,409CommonSOLE
82900L102SMPLSIMPLY GOOD FOODS CO$2.4M0.11%167,037CommonSOLE
23345M107DTMDT MIDSTREAM INC$2.4M0.11%17,703CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$2.4M0.11%14,346CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$2.4M0.11%10,922CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$2.4M0.11%4,903CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$2.3M0.11%11,377CommonSOLE
98585X104YETIYETI HLDGS INC$2.3M0.11%63,146CommonSOLE
15135B101CNCCENTENE CORP DEL$2.3M0.11%70,499CommonSOLE
56585A102MPCMARATHON PETE CORP$2.3M0.11%9,442CommonSOLE
311900104FASTFASTENAL CO$2.3M0.11%49,586CommonSOLE
277276101EGPEASTGROUP PPTYS INC$2.3M0.11%12,399CommonSOLE
617700109MORNMORNINGSTAR INC$2.3M0.11%13,564CommonSOLE
146229109CRICARTERS INC$2.3M0.11%63,877CommonSOLE
883203101TXTTEXTRON INC$2.3M0.11%25,840CommonSOLE
833445109SNOWSNOWFLAKE INC$2.3M0.11%15,000CommonSOLE
379577208GMEDGLOBUS MED INC$2.3M0.10%26,143CommonSOLE
464288513HYGISHARES TR$2.2M0.10%28,155CommonSOLE
298736109EEFTEURONET WORLDWIDE INC$2.2M0.10%33,568CommonSOLE
758849103REGREGENCY CTRS CORP$2.2M0.10%29,409CommonSOLE
577933104MMSMAXIMUS INC$2.2M0.10%34,708CommonSOLE
81762P102NOWSERVICENOW INC$2.2M0.10%21,212CommonSOLE
89055F103BLDTOPBUILD COR$2.2M0.10%6,280CommonSOLE
46266C105IQVIQVIA HLDGS INC$2.2M0.10%12,902CommonSOLE
29261A100EHCENCOMPASS HEALTH CORP$2.2M0.10%22,543CommonSOLE
464287598IWDISHARES TR$2.2M0.10%10,180CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$2.1M0.10%111,666CommonSOLE
336433107FSLRFIRST SOLAR INC$2.1M0.10%10,666CommonSOLE
384802104GWWWW GRAINGER INC$2.1M0.10%1,918CommonSOLE
126501105CTSCTS CORP$2.1M0.10%43,720CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$2.1M0.10%11,949CommonSOLE
16115Q308GTLSCHART INDS INC$2.1M0.10%9,973CommonSOLE
00653Q102AHCOADAPTHEALTH CORP$2.0M0.10%172,210CommonSOLE
444859102HUMHUMANA INC$2.0M0.10%11,819CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$2.0M0.09%18,575CommonSOLE
04621X108AIZASSURANT INC$2.0M0.09%9,169CommonSOLE
74319R101PRGPROG HOLDINGS INC$2.0M0.09%69,572CommonSOLE
55087P104LYFTLYFT INC$2.0M0.09%150,000CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$2.0M0.09%10,963CommonSOLE
64115T104NTCTNETSCOUT SYS INC$2.0M0.09%62,176CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$2.0M0.09%119,460CommonSOLE
133131102CPTCAMDEN PPTY TR$1.9M0.09%19,928CommonSOLE
624756102MLIMUELLER INDS INC$1.9M0.09%17,562CommonSOLE
74736L109QTWOQ2 HLDGS INC$1.9M0.09%41,090CommonSOLE
45168D104IDXXIDEXX LABS INC$1.9M0.09%3,410CommonSOLE
29084Q100EMEEMCOR GROUP INC$1.9M0.09%2,588CommonSOLE
929236107WDFCWD 40 CO$1.9M0.09%9,352CommonSOLE
902653104UDRUDR INC$1.9M0.09%55,384CommonSOLE
42226A107HQYHEALTHEQUITY INC$1.9M0.09%22,367CommonSOLE
682680103OKEONEOK INC NEW$1.8M0.09%20,408CommonSOLE
256163106DOCUDOCUSIGN INC$1.8M0.09%38,507CommonSOLE
83545G102SAHSONIC AUTOMOTIVE INC$1.8M0.08%26,442CommonSOLE
579780206MKCMCCORMICK & CO INC$1.8M0.08%35,755CommonSOLE
011642105ALRMALARM COM HLDGS INC$1.8M0.08%41,447CommonSOLE
380237107GDDYGODADDY INC$1.8M0.08%21,493CommonSOLE
23804L103DDOGDATADOG INC$1.8M0.08%15,000CommonSOLE
22160N109CSGPCOSTAR GROUP INC$1.8M0.08%43,662CommonSOLE
303250104FICOFAIR ISAAC CORP$1.7M0.08%1,633CommonSOLE
88162G103TTEKTETRA TECH INC NEW$1.7M0.08%57,604CommonSOLE
942749102WTSWATTS WATER TECHNOLOGIES INC$1.7M0.08%5,927CommonSOLE
N3167Y103RACEFERRARI N V$1.7M0.08%5,000CommonSOLE
67103X102OFGOFG BANCORP$1.7M0.08%41,623CommonSOLE
397624107GEFGREIF INC$1.7M0.08%25,088CommonSOLE
49714P108KNSLKINSALE CAP GROUP INC$1.7M0.08%4,898CommonSOLE
172755100CRUSCIRRUS LOGIC INC$1.7M0.08%11,537CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$1.7M0.08%24,649CommonSOLE
209115104EDCONSOLIDATED EDISON INC$1.7M0.08%14,595CommonSOLE
184496107CLHCLEAN HARBORS INC$1.6M0.08%5,749CommonSOLE
29977A105EVREVERCORE INC$1.6M0.08%5,500CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$1.6M0.08%12,131CommonSOLE
713448108PEPPEPSICO INC$1.6M0.08%10,545CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GROUP$1.6M0.08%20,176CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$1.6M0.08%8,207CommonSOLE
40637H109HALOHALOZYME THERAPEUTICS INC$1.6M0.08%24,987CommonSOLE
27579R104EWBCEAST WEST BANCORP INC$1.6M0.08%15,109CommonSOLE
23331A109DHID R HORTON INC$1.6M0.07%11,524CommonSOLE
099724106BWABORGWARNER INC$1.6M0.07%29,089CommonSOLE
98389B100XELXCEL ENERGY INC$1.6M0.07%19,634CommonSOLE
30214U102EXPOEXPONENT INC$1.6M0.07%23,829CommonSOLE
14316J108CGCARLYLE GROUP INC$1.5M0.07%32,010CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$1.5M0.07%23,799CommonSOLE
69331C108PCGPG&E CORP$1.5M0.07%87,637CommonSOLE
00724F101ADBEADOBE INC$1.5M0.07%6,328CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$1.5M0.07%3,920CommonSOLE
G7496G103RNRRENAISSANCERE HLDGS LTD$1.5M0.07%5,134CommonSOLE
92840M102VSTVISTRA CORP$1.5M0.07%10,126CommonSOLE
398182303AHRAMERICAN HEALTHCARE REIT INC$1.5M0.07%31,826CommonSOLE
374297109GTYGETTY RLTY CORP NEW$1.5M0.07%46,587CommonSOLE
257651109DCIDONALDSON INC$1.5M0.07%17,420CommonSOLE
392709101GRBKGREEN BRICK PARTNERS INC$1.5M0.07%22,785CommonSOLE
72352L106PINSPINTEREST INC$1.5M0.07%80,000CommonSOLE
14174T107CTRECARETRUST REIT INC$1.5M0.07%39,926CommonSOLE
464287481IWPISHARES TR$1.4M0.07%11,005CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$1.4M0.06%5,984CommonSOLE
88146M101TRNOTERRENO RLTY CORP$1.4M0.06%22,363CommonSOLE
101121101BXPBXP INC$1.4M0.06%26,108CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$1.4M0.06%2,240CommonSOLE
554382101MACMACERICH CO$1.3M0.06%70,692CommonSOLE
303075105FDSFACTSET RESH SYS INC$1.3M0.06%6,146CommonSOLE
78377T107RHPRYMAN HOSPITALITY PPTYS INC$1.3M0.06%14,371CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$1.3M0.06%28,365CommonSOLE
464287606IJKISHARES TR$1.3M0.06%12,961CommonSOLE
29670E107EPRTESSENTIAL PPTYS RLTY TR INC$1.3M0.06%42,707CommonSOLE
171484108CHDNCHURCHILL DOWNS INC$1.3M0.06%14,427CommonSOLE
26884L109EQTEQT CORP$1.3M0.06%20,242CommonSOLE
09073M104TECHBIO-TECHNE CORP$1.3M0.06%24,510CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.3M0.06%20,966CommonSOLE
G5960L103MDTMEDTRONIC PLC$1.3M0.06%14,601CommonSOLE
233331107DTEDTE ENERGY CO$1.3M0.06%8,640CommonSOLE
92939U106WECWEC ENERGY GROUP INC$1.3M0.06%10,838CommonSOLE
629377508NRGNRG ENERGY INC$1.3M0.06%8,566CommonSOLE
747619104NXQUANEX BLDG PRODS CORP$1.2M0.06%69,452CommonSOLE
219350105GLWCORNING INC$1.2M0.06%9,159CommonSOLE
922908363VOOVANGUARD INDEX FDS$1.2M0.06%2,072CommonSOLE
85254J102STAGSTAG INDUSTRIAL INC$1.2M0.06%34,094CommonSOLE
35086T109FCPTFOUR CORNERS PPTY TR INC$1.2M0.06%51,745CommonSOLE
131193104CALYCALLAWAY GOLF CO$1.2M0.06%86,898CommonSOLE
683344105ONTOONTO INNOVATION INC$1.2M0.06%5,871CommonSOLE
277432100EMNEASTMAN CHEM CO$1.2M0.06%15,750CommonSOLE
38526M106LOPEGRAND CANYON ED INC$1.2M0.06%7,027CommonSOLE
229899109CFRCULLEN FROST BANKERS INC$1.2M0.05%8,577CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$1.2M0.05%20,839CommonSOLE
00766T100ACMAECOM$1.2M0.05%13,604CommonSOLE
894164102TNLTRAVEL PLUS LEISURE CO$1.1M0.05%16,572CommonSOLE
464287465EFAISHARES TR$1.1M0.05%11,645CommonSOLE
907818108UNPUNION PAC CORP$1.1M0.05%4,608CommonSOLE
433000106HIMSHIMS & HERS HEALTH INC$1.1M0.05%53,451CommonSOLE
354613101BENFRANKLIN RESOURCES INC$1.1M0.05%46,533CommonSOLE
07831C103BRBRBELLRING BRANDS INC$1.1M0.05%67,721CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$1.1M0.05%8,183CommonSOLE
60646V105MCWMISTER CAR WASH INC$1.1M0.05%155,814CommonSOLE
65473P105NINISOURCE INC$1.1M0.05%23,128CommonSOLE
743315103PGRPROGRESSIVE CORP$1.1M0.05%5,423CommonSOLE
852234103XYZBLOCK INC$1.1M0.05%17,723CommonSOLE
70438V106PCTYPAYLOCITY HLDG CORP$1.0M0.05%9,662CommonSOLE
049560105ATOATMOS ENERGY CORP$1.0M0.05%5,597CommonSOLE
457651107INVXINNOVEX INTERNATIONAL INC$1.0M0.05%42,091CommonSOLE
74164M108PRIPRIMERICA INC$1.0M0.05%4,076CommonSOLE
024013104AATAMERICAN ASSETS TR INC$1.0M0.05%55,452CommonSOLE
281020107EIXEDISON INTL$1.0M0.05%13,850CommonSOLE
501889208LKQLKQ CORP$1.0M0.05%34,507CommonSOLE
103304101BYDBOYD GAMING CORP$1.0M0.05%12,273CommonSOLE
71844V201PECOPHILLIPS EDISON & CO INC$990,4330.05%26,468CommonSOLE
192422103CGNXCOGNEX CORP$989,4510.05%20,197CommonSOLE
16679L109CHWYCHEWY INC$976,5900.05%36,170CommonSOLE
974155103WINGWINGSTOP INC$972,2820.05%6,274CommonSOLE
74762E102QUREQUANTA SVCS INC$958,5890.04%1,746CommonSOLE
49803T300KRGKITE REALTY GROUP TRUST$952,3680.04%38,793CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$950,1240.04%22,014CommonSOLE
516544103LNTHLANTHEUS HLDGS INC$939,4020.04%12,385CommonSOLE
26210C104DBXDROPBOX INC$934,1780.04%41,117CommonSOLE
882508104TXNTEXAS INSTRS INC$932,2600.04%4,802CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$925,5800.04%10,053CommonSOLE
040413205ANETARISTA NETWORKS INC$921,2180.04%7,503CommonSOLE
22002T108CDPCOPT DEFENSE PROPERTIES$914,0830.04%29,872CommonSOLE
21874C102CNMCORE & MAIN INC$909,0090.04%18,401CommonSOLE
25862V105DVDOUBLEVERIFY HLDGS INC$900,5150.04%94,791CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$896,9180.04%1,890CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$886,8230.04%2,128CommonSOLE
29249E109ACTENACT HLDGS INC$877,6600.04%21,506CommonSOLE
826919102SLABSILICON LABORATORIES INC$873,1890.04%4,195CommonSOLE
559663109MGYMAGNOLIA OIL & GAS CORP$865,1760.04%27,405CommonSOLE
78573L106SBRASABRA HEALTH CARE REIT INC$858,5810.04%44,648CommonSOLE
337738108FISVFISERV INC$853,5170.04%15,296CommonSOLE
36262G101GXOGXO LOGISTICS INCORPORATED$853,0880.04%16,453CommonSOLE
72703H101PLNTPLANET FITNESS MASTER ISSUER$851,5020.04%11,448CommonSOLE
875465106SKTTANGER INC$843,9270.04%24,836CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$841,6830.04%7,667CommonSOLE
67000B104NOVTNOVANTA INC$838,1090.04%7,096CommonSOLE
534187109LNCLINCOLN NATL CORP IND$825,5880.04%23,256CommonSOLE
70451X104PAYOPAYONEER GLOBAL INC$820,5540.04%169,887CommonSOLE
03783C100APPFAPPFOLIO INC$812,7730.04%5,150CommonSOLE
125896100CMSCMS ENERGY CORP$804,6600.04%10,372CommonSOLE
918204108VFCV F CORP$788,1830.04%46,391CommonSOLE
858119100STLDSTEEL DYNAMICS INC$783,7200.04%4,354CommonSOLE
829073105SSDSIMPSON MFG INC$777,4390.04%4,530CommonSOLE
682189105ONON SEMICONDUCTOR CORP$773,3190.04%12,489CommonSOLE
218937100CNRCORE NATURAL RESOURCES INC$772,2790.04%7,374CommonSOLE
929042109VNOVORNADO RLTY TR$772,1370.04%29,709CommonSOLE
552848103MTGMGIC INVT CORP WIS$771,5930.04%29,394CommonSOLE
13057Q305CRCCALIFORNIA RES CORP$759,2740.04%10,969CommonSOLE
74758T303QLYSQUALYS INC$747,9550.03%8,514CommonSOLE
26622P107DOCSDOXIMITY INC$745,6000.03%32,000CommonSOLE
482480100KLACKLA CORP$745,0390.03%506CommonSOLE
92826C839VVISA INC$741,0920.03%2,452CommonSOLE
574795100MASIMASIMO CORP$735,4920.03%4,135CommonSOLE
751212101RLRALPH LAUREN CORP$734,4190.03%2,135CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$714,9950.03%4,546CommonSOLE
893641100TDGTRANSDIGM GROUP INC$712,7600.03%615CommonSOLE
29355A107ENPHENPHASE ENERGY INC$712,3780.03%18,841CommonSOLE
571903202MARMARRIOTT INTL INC NEW$707,4520.03%2,163CommonSOLE
04911A107AUBATLANTIC UN BANKSHARES CORP$688,6380.03%19,268CommonSOLE
529043408LXPLXP INDUSTRIAL TRUST$687,5160.03%14,862CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$684,2810.03%10,060CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$681,7670.03%5,747CommonSOLE
45378A106IRTINDEPENDENCE RLTY TR INC$671,2710.03%45,082CommonSOLE
38267D109GSHDGOOSEHEAD INS INC$663,9600.03%15,564CommonSOLE
94106L109WMWASTE MGMT INC DEL$663,6340.03%2,888CommonSOLE
681116109OLLIOLLIES BARGAIN OUTLET HLDGS$657,6260.03%7,145CommonSOLE
87256C101TKOTKO GROUP HOLDINGS INC$656,5720.03%3,256CommonSOLE
26856L103ELFE L F BEAUTY INC$648,8910.03%10,706CommonSOLE
446413106HIIHUNTINGTON INGALLS INDS INC$644,6900.03%1,697CommonSOLE
59001A102MTHMERITAGE HOMES CORP$642,4560.03%10,389CommonSOLE
031652100AMKRAMKOR TECHNOLOGY INC$635,9140.03%14,122CommonSOLE
018802108LNTALLIANT ENERGY CORP$633,3540.03%8,826CommonSOLE
075887109BDXBECTON DICKINSON & CO$612,8830.03%3,898CommonSOLE
16411R208LNGCHENIERE ENERGY INC$604,6930.03%2,131CommonSOLE
464287630IWNISHARES TR$604,2230.03%3,187CommonSOLE
879433829TDSTELEPHONE & DATA SYS INC$589,3580.03%13,999CommonSOLE
704551100BTUPEABODY ENGR CORP$581,6000.03%17,651CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$580,2180.03%1,337CommonSOLE
45784P101PODDINSULET CORP$579,9980.03%2,764CommonSOLE
49427F108KRCKILROY REALTY CORP$570,0960.03%20,209CommonSOLE
78351F107RYANRYAN SPECIALTY HOLDINGS INC$565,3810.03%16,757CommonSOLE
204166102CVLTCOMMVAULT SYS INC$564,6250.03%7,249CommonSOLE
35137L105FOXAFOX CORP$563,7350.03%9,653CommonSOLE
127055101CBTCABOT CORP$562,2640.03%7,466CommonSOLE
74736K101QRVOQORVO INC$558,9830.03%7,222CommonSOLE
87305R109TTMITTM TECHNOLOGIES INC$554,3200.03%5,690CommonSOLE
649445400FLGFLAGSTAR BANK NATIONAL ASSOC$548,2410.03%41,628CommonSOLE
464287309IVWISHARES TR$544,7380.03%4,816CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$541,0110.03%22,722CommonSOLE
070830104BBWIBATH & BODY WORKS INC$537,4350.03%28,786CommonSOLE
043436104ABGASBURY AUTOMOTIVE GROUP INC$536,9870.03%2,748CommonSOLE
57060D108MKTXMARKETAXESS HLDGS INC$535,1950.02%3,244CommonSOLE
90984P303UCBUNITED CMNTY BKS BLAIRSVLE G$533,8180.02%16,952CommonSOLE
464287614IWFISHARES TR$533,0000.02%1,250CommonSOLE
125523100CITHE CIGNA GROUP$531,0990.02%1,991CommonSOLE
778296103ROSTROSS STORES INC$530,5270.02%2,449CommonSOLE
78442P106SLMSLM CORP$527,3930.02%24,633CommonSOLE
898202106TRUPTRUPANION INC$526,1570.02%20,545CommonSOLE
78454L100SMSM ENERGY COMPANY$525,3210.02%16,848CommonSOLE
097023105BABOEING CO$519,2690.02%2,609CommonSOLE
057665200BCPCBALCHEM CORP$513,8630.02%3,032CommonSOLE

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.