MondegarAI
CBIZ Investment Advisory Services, LLC

Q2 2025 · 13F-HR

CBIZ Investment Advisory Services, LLCholdings as filed

Filed 2025-08-11 · accession 0001795934-25-000005

$2.26B
Reported value
741
Positions
2025-06-30
Period end
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The Brief · CBIZ Investment Advisory Services, LLC · Q2 2025

AI · grounded in 13F

CBIZ Investment Advisory Services, LLC established a new position in BND valued at $514.3M. The fund also initiated new stakes in VUG for $396.2M and VEU for $370.3M. Additional new positions include VTV at $363.6M and QQQ at $232.6M. Total assets under management stand at $2.26B across 741 positions.

Holdings as filed

First 500 of 741

CUSIPTickerIssuerValue% port.SharesClassVoting
921937835BNDVANGUARD BD INDEX FDS$514.3M22.8%6,985,273CommonSOLE
922908736VUGVANGUARD INDEX FDS$396.2M17.5%903,783CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$370.3M16.4%5,508,749CommonSOLE
922908744VTVVANGUARD INDEX FDS$363.6M16.1%2,056,535CommonSOLE
46090E103QQQINVESCO QQQ TR$232.6M10.3%421,548CommonSOLE
922908629VOVANGUARD INDEX FDS$98.7M4.37%352,513CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$48.4M2.14%266,397CommonSOLE
893641100TDGTRANSDIGM GROUP INC$44.3M1.96%29,103CommonSOLE
464287200IVVISHARES TR$37.2M1.65%59,872CommonSOLE
922908751VBVANGUARD INDEX FDS$32.3M1.43%136,154CommonSOLE
464288513HYGISHARES TR$29.2M1.29%362,220CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$27.2M1.20%327,764CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$10.0M0.44%174,541CommonSOLE
922908769VTIVANGUARD INDEX FDS$7.4M0.33%24,122CommonSOLE
92206C730VONEVANGUARD SCOTTSDALE FDS$5.3M0.24%19,041CommonSOLE
037833100AAPLAPPLE INC$3.6M0.16%17,772CommonSOLE
46434G764EMXCISHARES INC$3.4M0.15%53,601CommonSOLE
922908512VOEVANGUARD INDEX FDS$2.6M0.12%16,027CommonSOLE
464287507IJHISHARES TR$2.0M0.09%32,398CommonSOLE
594918104MSFTMICROSOFT CORP$1.1M0.05%2,234CommonSOLE
92206C714VONVVANGUARD SCOTTSDALE FDS$1.0M0.04%11,884CommonSOLE
464287614IWFISHARES TR$1.0M0.04%2,362CommonSOLE
464287242LQDISHARES TR$920,9490.04%8,402CommonSOLE
464287168DVYISHARES TR$879,9970.04%6,626CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$837,9630.04%1,725CommonSOLE
023135106AMZNAMAZON COM INC$829,9520.04%3,783CommonSOLE
67066G104NVDANVIDIA CORPORATION$772,0010.03%4,886CommonSOLE
922908363VOOVANGUARD INDEX FDS$638,1480.03%1,120CommonSOLE
11135F101AVGOBROADCOM INC$575,6440.03%2,088CommonSOLE
02079K305GOOGLALPHABET INC$557,9900.02%3,166CommonSOLE
464287465EFAISHARES TR$551,9220.02%6,174CommonSOLE
46432F842IEFAISHARES TR$518,7110.02%6,214CommonSOLE
464287804IJRISHARES TR$495,7920.02%4,536CommonSOLE
78468R796SPYXSPDR SERIES TRUST$431,3840.02%8,470CommonSOLE
532457108LLYELI LILLY & CO$410,2390.02%526CommonSOLE
921937827BSVVANGUARD BD INDEX FDS$397,8150.02%5,055CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$386,4710.02%1,333CommonSOLE
931142103WMTWALMART INC$355,4040.02%3,635CommonSOLE
88160R101TSLATESLA INC$341,1670.02%1,074CommonSOLE
124805102CBZCBIZ INC$318,2490.01%4,438CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$312,2410.01%2,907CommonSOLE
30303M102METAMETA PLATFORMS INC$296,7120.01%402CommonSOLE
060505104BACBANK AMERICA CORP$285,2150.01%6,027CommonSOLE
78464A763SDYSPDR SERIES TRUST$268,7450.01%1,980CommonSOLE
700885106PKBKPARKE BANCORP INC$255,9900.01%12,567CommonSOLE
G29183103ETNEATON CORP PLC$249,4030.01%699CommonSOLE
00724F101ADBEADOBE INC$240,2520.01%621CommonSOLE
922908553VNQVANGUARD INDEX FDS$236,9840.01%2,661CommonSOLE
136069101CMCANADIAN IMPERIAL BK COMM$217,5900.01%3,072CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$179,6150.01%320CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$174,0630.01%176CommonSOLE
46137V613PRFINVESCO EXCHANGE TRADED FD T$173,7300.01%4,110CommonSOLE
46138J825BSCPINVESCO EXCH TRD SLF IDX FD$172,2830.01%8,331CommonSOLE
00287Y109ABBVABBVIE INC$171,8190.01%926CommonSOLE
254687106DISDISNEY WALT CO$158,4400.01%1,278CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$157,8530.01%3,192CommonSOLE
803054204SAPSAP SE$145,9680.01%480CommonSOLE
92204A702VGTVANGUARD WORLD FD$139,2090.01%210CommonSOLE
92826C839VVISA INC$134,9840.01%380CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$133,7360.01%5,472CommonSOLE
64110L106NFLXNETFLIX INC$128,5560.01%96CommonSOLE
438516106HONHONEYWELL INTL INC$127,7670.01%549CommonSOLE
68389X105ORCLORACLE CORP$123,4880.01%565CommonSOLE
00206R102TAT&T INC$122,0030.01%4,216CommonSOLE
580135101MCDMCDONALDS CORP$120,3640.01%412CommonSOLE
75513E101RTXRTX CORPORATION$118,1420.01%809CommonSOLE
488401100KMPRKEMPER CORP$116,4950.01%1,805CommonSOLE
191216100KOCOCA COLA CO$116,4890.01%1,633CommonSOLE
464287663IUSVISHARES TR$116,3000.01%1,229CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$116,0500.01%2,682CommonSOLE
512807306LRCXLAM RESEARCH CORP$114,2410.01%1,171CommonSOLE
166764100CVXCHEVRON CORP NEW$113,4840.01%793CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$110,2780.00%443CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$108,8890.00%430CommonSOLE
808524771FNDXSCHWAB STRATEGIC TR$107,0430.00%4,362CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$105,3420.00%357CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$104,3960.00%169CommonSOLE
437076102HDHOME DEPOT INC$102,1950.00%279CommonSOLE
30231G102XOMEXXON MOBIL CORP$101,1710.00%939CommonSOLE
760759100RSGREPUBLIC SVCS INC$99,3840.00%403CommonSOLE
92204A306VDEVANGUARD WORLD FD$99,0580.00%832CommonSOLE
032095101APHAMPHENOL CORP NEW$95,9730.00%970CommonSOLE
872590104TMUST-MOBILE US INC$87,8720.00%369CommonSOLE
478160104JNJJOHNSON & JOHNSON$87,3100.00%572CommonSOLE
369604301GEGE AEROSPACE$86,9980.00%338CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$85,9490.00%266CommonSOLE
482480100KLACKLA CORP$84,3380.00%94CommonSOLE
46138J783BSCRINVESCO EXCH TRD SLF IDX FD$81,2410.00%4,134CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$81,2170.00%175CommonSOLE
46138J791BSCQINVESCO EXCH TRD SLF IDX FD$80,7260.00%4,136CommonSOLE
17275R102CSCOCISCO SYS INC$80,3420.00%1,158CommonSOLE
922020805VTIPVANGUARD MALVERN FDS$78,4710.00%1,561CommonSOLE
921909768VXUSVANGUARD STAR FDS$78,0030.00%1,129CommonSOLE
78463V107GLDSPDR GOLD TR$76,2080.00%250CommonSOLE
002824100ABTABBOTT LABS$76,0690.00%559CommonSOLE
617446448MSMORGAN STANLEY$75,7830.00%538CommonSOLE
46137V597PRFZINVESCO EXCHANGE TRADED FD T$72,7990.00%1,790CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$72,2500.00%530CommonSOLE
808524763FNDASCHWAB STRATEGIC TR$71,3390.00%2,490CommonSOLE
244199105DEDEERE & CO$71,1620.00%140CommonSOLE
742718109PGPROCTER AND GAMBLE CO$71,0080.00%446CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$70,0670.00%99CommonSOLE
882508104TXNTEXAS INSTRS INC$68,9470.00%332CommonSOLE
464287150ITOTISHARES TR$67,5200.00%500CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$66,4090.00%468CommonSOLE
209115104EDCONSOLIDATED EDISON INC$65,7440.00%655CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$65,4080.00%210CommonSOLE
747525103QCOMQUALCOMM INC$64,4930.00%405CommonSOLE
548661107LOWLOWES COS INC$62,9580.00%284CommonSOLE
718172109PMPHILIP MORRIS INTL INC$62,9220.00%343CommonSOLE
172967424CCITIGROUP INC$62,2230.00%731CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$61,9490.00%114CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$61,0380.00%197CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$60,6480.00%139CommonSOLE
92204A876VPUVANGUARD WORLD FD$60,5440.00%343CommonSOLE
20030N101CMCSACOMCAST CORP NEW$59,9660.00%1,680CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$57,8920.00%10CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$57,1000.00%612CommonSOLE
461202103INTUINTUIT$56,7090.00%72CommonSOLE
81762P102NOWSERVICENOW INC$56,5440.00%55CommonSOLE
30161N101EXCEXELON CORP$56,2180.00%1,295CommonSOLE
92204A207VDCVANGUARD WORLD FD$55,7870.00%255CommonSOLE
36828A101GEVGE VERNOVA INC$55,5610.00%105CommonSOLE
921910733ESGVVANGUARD WORLD FD$55,1490.00%503CommonSOLE
717081103PFEPFIZER INC$54,8350.00%2,262CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$54,6790.00%257CommonSOLE
78468R663BILSPDR SERIES TRUST$54,2370.00%591CommonSOLE
29358P101ENSGENSIGN GROUP INC$54,2160.00%351CommonSOLE
863667101SYKSTRYKER CORPORATION$53,9710.00%136CommonSOLE
713448108PEPPEPSICO INC$51,6310.00%391CommonSOLE
46435U440BGRNISHARES TR$51,4740.00%1,080CommonSOLE
78409V104SPGIS&P GLOBAL INC$51,1810.00%97CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$50,7570.00%159CommonSOLE
29261A100EHCENCOMPASS HEALTH CORP$50,0980.00%409CommonSOLE
759916109RGENREPLIGEN CORP$49,7520.00%400CommonSOLE
02209S103MOALTRIA GROUP INC$49,3070.00%839CommonSOLE
872540109TJXTJX COS INC NEW$48,5320.00%393CommonSOLE
29273V100ETENERGY TRANSFER L P$48,5250.00%2,677CommonSOLE
743315103PGRPROGRESSIVE CORP$48,4030.00%181CommonSOLE
922908611VBRVANGUARD INDEX FDS$48,3620.00%248CommonSOLE
126408103CSXCSX CORP$47,7550.00%1,464CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$46,0730.00%207CommonSOLE
842587107SOSOUTHERN CO$45,3620.00%494CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$45,1270.00%527CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$44,7690.00%491CommonSOLE
91913Y100VLOVALERO ENERGY CORP$44,3510.00%330CommonSOLE
78468R788SPYDSPDR SERIES TRUST$44,3010.00%1,044CommonSOLE
097023105BABOEING CO$44,0010.00%210CommonSOLE
922908595VBKVANGUARD INDEX FDS$43,2030.00%156CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$42,9200.00%125CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$42,5710.00%208CommonSOLE
609207105MDLZMONDELEZ INTL INC$41,7860.00%615CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$41,5640.00%139CommonSOLE
571903202MARMARRIOTT INTL INC NEW$41,5280.00%152CommonSOLE
001055102AFLAFLAC INC$41,4460.00%393CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$40,2490.00%478CommonSOLE
808524607SCHASCHWAB STRATEGIC TR$40,1760.00%1,588CommonSOLE
025816109AXPAMERICAN EXPRESS CO$38,9160.00%122CommonSOLE
441593100HLIHOULIHAN LOKEY INC$38,8690.00%216CommonSOLE
718546104PSXPHILLIPS 66$38,7730.00%325CommonSOLE
149123101CATCATERPILLAR INC$38,0450.00%98CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$36,8080.00%434CommonSOLE
29444U700EQIXEQUINIX INC$36,6930.00%46CommonSOLE
79466L302CRMSALESFORCE INC$36,3070.00%133CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$36,1260.00%89CommonSOLE
02079K107GOOGALPHABET INC$35,4780.00%200CommonSOLE
00912X302ALAIR LEASE CORP$35,3960.00%603CommonSOLE
88162G103TTEKTETRA TECH INC NEW$35,2130.00%979CommonSOLE
525558201LMATLEMAITRE VASCULAR INC$35,0590.00%422CommonSOLE
036752103ELVELEVANCE HEALTH INC$35,0060.00%90CommonSOLE
313148306AGMFEDERAL AGRIC MTG CORP$34,8720.00%179CommonSOLE
003264108SIVRABRDN SILVER ETF TRUST$34,0660.00%990CommonSOLE
89832Q109TFCTRUIST FINL CORP$33,5440.00%780CommonSOLE
60770K107MRNAMODERNA INC$33,4110.00%1,211CommonSOLE
436893200HOMBHOME BANCSHARES INC$33,2080.00%1,167CommonSOLE
291011104EMREMERSON ELEC CO$32,9550.00%247CommonSOLE
95040Q104WELLWELLTOWER INC$32,7440.00%213CommonSOLE
192422103CGNXCOGNEX CORP$31,8980.00%1,006CommonSOLE
11276H106BIPCBROOKFIELD INFRASTRUCTURE CO$31,4720.00%757CommonSOLE
407497106HLNEHAMILTON LANE INC$31,2750.00%219CommonSOLE
40637H109HALOHALOZYME THERAPEUTICS INC$31,2120.00%600CommonSOLE
032654105ADIANALOG DEVICES INC$31,1810.00%131CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$31,1770.00%216CommonSOLE
741511109PSMTPRICESMART INC$31,1560.00%297CommonSOLE
630402105NSSCNAPCO SEC TECHNOLOGIES INC$31,1020.00%1,043CommonSOLE
12572Q105CMECME GROUP INC$31,0380.00%113CommonSOLE
974155103WINGWINGSTOP INC$31,0330.00%92CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$30,7870.00%56CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$30,7590.00%165CommonSOLE
16359R103CHECHEMED CORP NEW$30,7230.00%63CommonSOLE
040413205ANETARISTA NETWORKS INC$30,3860.00%297CommonSOLE
049560105ATOATMOS ENERGY CORP$30,2060.00%196CommonSOLE
65339F101NEENEXTERA ENERGY INC$30,1890.00%435CommonSOLE
G54950103LINLINDE PLC$30,0280.00%64CommonSOLE
920253101VMIVALMONT INDS INC$29,9200.00%91CommonSOLE
871607107SNPSSYNOPSYS INC$29,7350.00%58CommonSOLE
25746U109DDOMINION ENERGY INC$29,6160.00%524CommonSOLE
09290D101BLKBLACKROCK INC$29,3790.00%28CommonSOLE
49714P108KNSLKINSALE CAP GROUP INC$29,0580.00%60CommonSOLE
894164102TNLTRAVEL PLUS LEISURE CO$28,6220.00%555CommonSOLE
12618T105CRAICRA INTL INC$28,4990.00%152CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$28,4560.00%50CommonSOLE
90337L108USPHU S PHYSICAL THERAPY$28,4410.00%364CommonSOLE
903002103UMHUMH PPTYS INC$28,3710.00%1,690CommonSOLE
595112103MUMICRON TECHNOLOGY INC$28,3550.00%230CommonSOLE
816851109SRESEMPRA$28,3280.00%371CommonSOLE
949746101WMT2WELLS FARGO CO NEW$28,2020.00%352CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$28,1960.00%609CommonSOLE
511656100LKFNLAKELAND FINL CORP$28,0730.00%457CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$27,9650.00%162CommonSOLE
537008104LFUSLITTELFUSE INC$27,5890.00%122CommonSOLE
58933Y105MRKMERCK & CO INC$27,5300.00%347CommonSOLE
370334104GISGENERAL MLS INC$27,4070.00%529CommonSOLE
19247A100CNSCOHEN & STEERS INC$27,3700.00%363CommonSOLE
91347P105OLEDUNIVERSAL DISPLAY CORP$26,8770.00%174CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$26,7750.00%51CommonSOLE
95082P105WCCWESCO INTL INC$26,5390.00%143CommonSOLE
20602D101CNXCCONCENTRIX CORP$26,3750.00%499CommonSOLE
020002101ALLALLSTATE CORP$26,3330.00%130CommonSOLE
18467V109YOUCLEAR SECURE INC$26,1240.00%941CommonSOLE
125523100CITHE CIGNA GROUP$26,1160.00%79CommonSOLE
18915M107NETCLOUDFLARE INC$25,8500.00%132CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$25,7850.00%126CommonSOLE
231021106CMICUMMINS INC$25,5450.00%78CommonSOLE
756109104OREALTY INCOME CORP$25,3480.00%440CommonSOLE
703343103PATKPATRICK INDS INC$25,1180.00%272CommonSOLE
594972408MSTRMICROSTRATEGY INC$25,0620.00%62CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$24,9600.00%81CommonSOLE
74340W103PLDPROLOGIS INC.$24,9340.00%237CommonSOLE
G97822103PRGOPERRIGO CO PLC$24,9140.00%932CommonSOLE
854231107SXISTANDEX INTL CORP$24,6960.00%158CommonSOLE
464287440IEFISHARES TR$24,5340.00%256CommonSOLE
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$24,5310.00%521CommonSOLE
701094104PHPARKER-HANNIFIN CORP$24,4460.00%35CommonSOLE
576690101MTRNMATERION CORP$24,2730.00%306CommonSOLE
739276103POWIPOWER INTEGRATIONS INC$24,0910.00%431CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$23,9140.00%566CommonSOLE
33767E202FSVFIRSTSERVICE CORP NEW$23,8260.00%136CommonSOLE
904708104UNFUNIFIRST CORP MASS$23,8100.00%127CommonSOLE
428291108HXLHEXCEL CORP NEW$23,7910.00%421CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$23,7640.00%208CommonSOLE
G87052109TELTE CONNECTIVITY PLC$23,6140.00%140CommonSOLE
165303108CPKCHESAPEAKE UTILS CORP$23,5970.00%195CommonSOLE
918090101UTZUTZ BRANDS INC$23,4680.00%1,861CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$23,3170.00%231CommonSOLE
88146M101TRNOTERRENO RLTY CORP$23,3070.00%412CommonSOLE
665531307NOGNORTHERN OIL & GAS INC$23,2670.00%808CommonSOLE
515098101LSTRLANDSTAR SYS INC$22,9970.00%165CommonSOLE
576485205MTDRMATADOR RES CO$22,8880.00%480CommonSOLE
G8060N102STSENSATA TECHNOLOGIES HLDG PL$22,8850.00%760CommonSOLE
646025106NJRNEW JERSEY RES CORP$22,8610.00%505CommonSOLE
46138G649QQQMINVESCO EXCH TRADED FD TR II$22,4120.00%99CommonSOLE
553498106MSAMSA SAFETY INC$22,3710.00%134CommonSOLE
117043109BCBRUNSWICK CORP$22,3000.00%404CommonSOLE
127055101CBTCABOT CORP$22,2940.00%297CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$22,2600.00%50CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$21,6140.00%1,886CommonSOLE
501242101KLICKULICKE & SOFFA INDS INC$21,5340.00%619CommonSOLE
172908105CTASCINTAS CORP$21,1730.00%95CommonSOLE
824889109SCVLSHOE CARNIVAL INC$21,1460.00%1,130CommonSOLE
143658300CCL1EURCARNIVAL CORP$20,9780.00%746CommonSOLE
009158106APDAIR PRODS & CHEMS INC$20,9430.00%74CommonSOLE
98311A105WHWYNDHAM HOTELS & RESORTS INC$20,3120.00%250CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$20,2310.00%173CommonSOLE
833445109SNOWSNOWFLAKE INC$19,9160.00%89CommonSOLE
464289438IWYISHARES TR$19,7930.00%80CommonSOLE
G23773107CWCOCONSOLIDATED WATER CO INC$19,7830.00%659CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$19,5720.00%113CommonSOLE
052769106ADSKAUTODESK INC$19,5030.00%63CommonSOLE
747316107KWRQUAKER HOUGHTON$19,0130.00%170CommonSOLE
038222105AMATAPPLIED MATLS INC$18,8560.00%103CommonSOLE
726503105PAAPLAINS ALL AMERN PIPELINE L$18,7050.00%1,021CommonSOLE
974250102WINAWINMARK CORP$18,6280.00%49CommonSOLE
46266A109IRMDIRADIMED CORP$18,5150.00%310CommonSOLE
65341D102NXRTNEXPOINT RESIDENTIAL TR INC$18,4200.00%553CommonSOLE
58155Q103MCKMCKESSON CORP$18,3370.00%25CommonSOLE
90278Q108UFPIUFP INDUSTRIES INC$18,3090.00%184CommonSOLE
443201108HWMHOWMET AEROSPACE INC$18,2410.00%98CommonSOLE
855244109SBUXSTARBUCKS CORP$18,0510.00%197CommonSOLE
235851102DHRDANAHER CORPORATION$17,8100.00%90CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$17,7050.00%689CommonSOLE
427866108HSYHERSHEY CO$17,5910.00%106CommonSOLE
380237107GDDYGODADDY INC$17,2860.00%96CommonSOLE
832696405SJMSMUCKER J M CO$16,9890.00%173CommonSOLE
315912808ONEQFIDELITY COMWLTH TR$16,9780.00%212CommonSOLE
88579Y101MMM3M CO$16,0940.00%106CommonSOLE
42222N103HSTMHEALTHSTREAM INC$16,0930.00%582CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$16,0640.00%505CommonSOLE
97717W208DHSWISDOMTREE TR$16,0290.00%167CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$16,0160.00%38CommonSOLE
642045108AESIATLAS ENERGY SOLUTIONS INC$15,9260.00%1,191CommonSOLE
929328102WSFSWSFS FINL CORP$15,8920.00%289CommonSOLE
358029106FMSFRESENIUS MEDICAL CARE AG$15,8850.00%556CommonSOLE
971378104WSCWILLSCOT HLDGS CORP$15,8100.00%577CommonSOLE
H1467J104CBCHUBB LIMITED$15,6970.00%54CommonSOLE
94106L109WMWASTE MGMT INC DEL$15,5600.00%68CommonSOLE
72201R585PYLDPIMCO ETF TR$15,1540.00%571CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$14,9860.00%127CommonSOLE
33740F888UCONFIRST TR EXCHNG TRADED FD VI$14,9700.00%601CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$14,7470.00%720CommonSOLE
337738108FISVFISERV INC$14,6550.00%85CommonSOLE
438128308HMCHONDA MOTOR LTD$14,4150.00%500CommonSOLE
34959E109FTNTFORTINET INC$14,3780.00%136CommonSOLE
464287556IBBISHARES TR$14,3490.00%113CommonSOLE
23331A109DHID R HORTON INC$14,2430.00%110CommonSOLE
09260D107BXBLACKSTONE INC$13,7610.00%92CommonSOLE
031162100AMGNAMGEN INC$13,6810.00%49CommonSOLE
30040W108ESEVERSOURCE ENERGY$13,6150.00%214CommonSOLE
493732101KFRCKFORCE INC$13,5520.00%329CommonSOLE
98980G102ZSZSCALER INC$13,4990.00%43CommonSOLE
33741X102SDVYFIRST TR EXCHANGE-TRADED FD$13,3470.00%378CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$13,3360.00%298CommonSOLE
46434V621DGROISHARES TR$13,1950.00%206CommonSOLE
835699307SONYSONY GROUP CORP$13,0150.00%500CommonSOLE
98978V103ZTSZOETIS INC$12,9440.00%83CommonSOLE
29667J101ESQESQUIRE FINL HLDGS INC$12,6060.00%133CommonSOLE
375558103GILDGILEAD SCIENCES INC$12,5980.00%114CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$12,5690.00%100CommonSOLE
406216101HALHALLIBURTON CO$12,2690.00%602CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$12,1510.00%210CommonSOLE
G25508105CRHCRH PLC$12,1180.00%132CommonSOLE
969457100WMBWILLIAMS COS INC$12,0600.00%192CommonSOLE
654106103NKENIKE INC$12,0310.00%169CommonSOLE
46138G698RWLINVESCO EXCH TRADED FD TR II$12,0110.00%115CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$11,9560.00%503CommonSOLE
29364G103ETRENTERGY CORP NEW$11,8030.00%142CommonSOLE
744320102PRUPRUDENTIAL FINL INC$11,7110.00%109CommonSOLE
G5960L103MDTMEDTRONIC PLC$11,6280.00%132CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$11,6140.00%37CommonSOLE
771049103RBLXROBLOX CORP$11,3620.00%108CommonSOLE
46138J817BSJPINVESCO EXCH TRD SLF IDX FD$11,3130.00%490CommonSOLE
46138J635BSJQINVESCO EXCH TRD SLF IDX FD$11,2960.00%484CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$11,2370.00%42CommonSOLE
46137V464XMMOINVESCO EXCHANGE TRADED FD T$11,1930.00%87CommonSOLE
90138F102TWLOTWILIO INC$11,1920.00%90CommonSOLE
46138J585BSJRINVESCO EXCH TRD SLF IDX FD$11,1820.00%492CommonSOLE
260003108DOVDOVER CORP$11,1770.00%61CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$11,0900.00%122CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$11,0760.00%418CommonSOLE
615369105MCOMOODYS CORP$11,0350.00%22CommonSOLE
345370860FFORD MTR CO$11,0130.00%1,015CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$10,9940.00%200CommonSOLE
770700102HOODROBINHOOD MKTS INC$10,9550.00%117CommonSOLE
452327109ILMNILLUMINA INC$10,8770.00%114CommonSOLE
22052L104CTVACORTEVA INC$10,8070.00%145CommonSOLE
458140100INTCINTEL CORP$10,7740.00%481CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$10,4860.00%274CommonSOLE
46137V266RPGINVESCO EXCHANGE TRADED FD T$10,4590.00%229CommonSOLE
126650100CVSCVS HEALTH CORP$10,4160.00%151CommonSOLE
46266C105IQVIQVIA HLDGS INC$10,4010.00%66CommonSOLE
03831W108APPAPPLOVIN CORP$10,1520.00%29CommonSOLE
83001C108FUNSIX FLAGS ENTERTAINMENT CORP$10,1330.00%333CommonSOLE
03073E105CORCENCORA INC$9,8950.00%33CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$9,8740.00%124CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$9,8570.00%446CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$9,8390.00%45CommonSOLE
46137V191RFVINVESCO EXCHANGE TRADED FD T$9,6990.00%80CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$9,6240.00%222CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$9,5630.00%78CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$9,4810.00%69CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$9,4710.00%37CommonSOLE
20825C104COPCONOCOPHILLIPS$9,4230.00%105CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$9,3730.00%43CommonSOLE
369550108GDGENERAL DYNAMICS CORP$9,3330.00%32CommonSOLE
46434G848PICKISHARES INC$9,2590.00%246CommonSOLE
59156R108METMETLIFE INC$9,2220.00%115CommonSOLE
37045V100GMGENERAL MTRS CO$9,0910.00%185CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$8,8480.00%129CommonSOLE
45687V106IRINGERSOLL RAND INC$8,6510.00%104CommonSOLE
883203101TXTTEXTRON INC$8,5930.00%107CommonSOLE
803607100SRPTSAREPTA THERAPEUTICS INC$8,5500.00%500CommonSOLE
778296103ROSTROSS STORES INC$8,5480.00%67CommonSOLE
704326107PAYXPAYCHEX INC$8,4370.00%58CommonSOLE
219350105GLWCORNING INC$8,4140.00%160CommonSOLE
33738R704AIRRFIRST TR EXCHANGE TRADED FD$8,3980.00%103CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$8,3960.00%87CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$8,3470.00%65CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$8,2610.00%70CommonSOLE
78464A201SLYGSPDR SERIES TRUST$8,2540.00%93CommonSOLE
46137V258RPVINVESCO EXCHANGE TRADED FD T$8,1230.00%87CommonSOLE
46124J201IVTINVENTRUST PPTYS CORP$8,0980.00%293CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$8,0870.00%57CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$7,9730.00%142CommonSOLE
464288828IHFISHARES TR$7,9440.00%163CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$7,8090.00%117CommonSOLE
63010H108NNENANO NUCLEAR ENERGY INC$7,7600.00%225CommonSOLE
146869102CVNACARVANA CO$7,7500.00%23CommonSOLE
92189F106GDXVANECK ETF TRUST$7,7050.00%148CommonSOLE
87612G101TRGPTARGA RES CORP$7,6600.00%44CommonSOLE
464288414MUBISHARES TR$7,6340.00%73CommonSOLE
464287812IYKISHARES TR$7,5280.00%107CommonSOLE
23804L103DDOGDATADOG INC$7,5220.00%56CommonSOLE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$7,4410.00%444CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$7,3290.00%10CommonSOLE
88322Q108TGTXTG THERAPEUTICS INC$7,1980.00%200CommonSOLE
46137V167RZVINVESCO EXCHANGE TRADED FD T$7,0520.00%67CommonSOLE
651639106NEMNEWMONT CORP$7,0490.00%121CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$7,0450.00%30CommonSOLE
56585A102MPCMARATHON PETE CORP$6,9770.00%42CommonSOLE
217204106CPRTCOPART INC$6,9680.00%142CommonSOLE
46137V217RFGINVESCO EXCHANGE TRADED FD T$6,9630.00%143CommonSOLE
366651107ITGARTNER INC$6,8720.00%17CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$6,8110.00%88CommonSOLE
92204A405VFHVANGUARD WORLD FD$6,7470.00%53CommonSOLE
46137V175RZGINVESCO EXCHANGE TRADED FD T$6,7390.00%133CommonSOLE
247361702DALDELTA AIR LINES INC DEL$6,5900.00%134CommonSOLE
74762E102QUREQUANTA SVCS INC$6,4270.00%17CommonSOLE
925652109VICIVICI PPTYS INC$6,4210.00%195CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$6,3920.00%24CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$6,2360.00%48CommonSOLE
26875P101EOGEOG RES INC$6,1000.00%51CommonSOLE
22822V101CCICROWN CASTLE INC$6,0610.00%59CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$5,9810.00%85CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$5,8740.00%5CommonSOLE
92840M102VSTVISTRA CORP$5,8140.00%30CommonSOLE
05464C101AXONAXON ENTERPRISE INC$5,7960.00%7CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$5,7740.00%74CommonSOLE
30034W106EVRGEVERGY INC$5,7210.00%83CommonSOLE
464286327SLVPISHARES INC$5,6720.00%318CommonSOLE
02156V109OKLOOKLO INC$5,5990.00%100CommonSOLE
075887109BDXBECTON DICKINSON & CO$5,5120.00%32CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$5,4080.00%60CommonSOLE
336433107FSLRFIRST SOLAR INC$5,2970.00%32CommonSOLE
88339J105TTDTHE TRADE DESK INC$5,1830.00%72CommonSOLE
009066101ABNBAIRBNB INC$5,1610.00%39CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$5,1370.00%28CommonSOLE
42809H107HESHESS CORP$5,1260.00%37CommonSOLE
049468101TEAMATLASSIAN CORPORATION$5,0770.00%25CommonSOLE
85571B105STWDSTARWOOD PPTY TR INC$5,0450.00%245CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$4,9910.00%64CommonSOLE
98954M200ZZILLOW GROUP INC$4,9740.00%71CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$4,9070.00%14CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$4,9060.00%12CommonSOLE
931427108WFCWALGREENS BOOTS ALLIANCE INC$4,8680.00%424CommonSOLE
55261F104MTBM & T BK CORP$4,8500.00%25CommonSOLE
907818108UNPUNION PAC CORP$4,8320.00%21CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$4,8310.00%65CommonSOLE
902973304USBUS BANCORP DEL$4,7120.00%103CommonSOLE
487836108KKELLANOVA$4,6920.00%59CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$4,6500.00%14CommonSOLE
316773100FITBFIFTH THIRD BANCORP$4,5650.00%110CommonSOLE
253868103DLRDIGITAL RLTY TR INC$4,5330.00%26CommonSOLE
911363109URIUNITED RENTALS INC$4,5200.00%6CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$4,5180.00%61CommonSOLE
N72482206QGENQIAGEN NV$4,4700.00%93CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$4,4690.00%152CommonSOLE
921910725VSGXVANGUARD WORLD FD$4,4540.00%68CommonSOLE
693506107PPGPPG INDS INC$4,4360.00%39CommonSOLE
530307305LBRDKLIBERTY BROADBAND CORP$4,3290.00%44CommonSOLE
724479100PBIPITNEY BOWES INC$4,3090.00%395CommonSOLE
40412C101HCAHCA HEALTHCARE INC$4,2140.00%11CommonSOLE
278642103EBAYEBAY INC.$4,1700.00%56CommonSOLE
260557103DOWDOW INC$4,1310.00%156CommonSOLE
464289511IGLBISHARES TR$4,1100.00%82CommonSOLE
98138H101WDAYWORKDAY INC$4,0800.00%17CommonSOLE
92556V106VTRSVIATRIS INC$4,0470.00%453CommonSOLE
78468R739SHMSPDR SERIES TRUST$4,0280.00%84CommonSOLE
501044101KRKROGER CO$4,0170.00%56CommonSOLE
806857108SLBSCHLUMBERGER LTD$4,0060.00%118CommonSOLE
60937P106MDBMONGODB INC$3,9900.00%19CommonSOLE
464287432TLTISHARES TR$3,9880.00%45CommonSOLE
12504L109CBRECBRE GROUP INC$3,9230.00%28CommonSOLE
443573100HUBSHUBSPOT INC$3,8960.00%7CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$3,8860.00%16CommonSOLE
31428X106FDXFEDEX CORP$3,8790.00%17CommonSOLE
46428Q109SLVISHARES SILVER TR$3,8390.00%117CommonSOLE
08265T208BSYBENTLEY SYS INC$3,8320.00%71CommonSOLE
46284V101IRMIRON MTN INC DEL$3,8240.00%37CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$3,8060.00%277CommonSOLE
40434L105HPQHP INC$3,7950.00%154CommonSOLE
256677105DGDOLLAR GEN CORP NEW$3,7750.00%33CommonSOLE
670346105NUENUCOR CORP$3,7730.00%29CommonSOLE
92343E102VRSNVERISIGN INC$3,7540.00%13CommonSOLE
90384S303ULTAULTA BEAUTY INC$3,7430.00%8CommonSOLE
03076C106AMPAMERIPRISE FINL INC$3,7360.00%7CommonSOLE
233331107DTEDTE ENERGY CO$3,7350.00%28CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$3,7120.00%17CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$3,6970.00%23CommonSOLE
303250104FICOFAIR ISAAC CORP$3,6560.00%2CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$3,6270.00%74CommonSOLE
G0403H108AONAON PLC$3,5680.00%10CommonSOLE
018802108LNTALLIANT ENERGY CORP$3,5680.00%59CommonSOLE
98389B100XELXCEL ENERGY INC$3,5670.00%52CommonSOLE
30050E105EVOEVOTEC AG$3,5280.00%840CommonSOLE
92276F100VTRVENTAS INC$3,5000.00%55CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$3,5000.00%7CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$3,4270.00%11CommonSOLE
83304A106SNAPSNAP INC$3,3720.00%388CommonSOLE
72352L106PINSPINTEREST INC$3,3350.00%93CommonSOLE
500754106KHCKRAFT HEINZ CO$3,3050.00%128CommonSOLE
464287176TIPISHARES TR$3,3010.00%30CommonSOLE
745867101PHMPULTE GROUP INC$3,2710.00%31CommonSOLE
464288646IGSBISHARES TR$3,2450.00%61CommonSOLE
189054109CLXCLOROX CO DEL$3,2420.00%27CommonSOLE
493267108KEYKEYCORP$3,2400.00%186CommonSOLE
693718108PCARPACCAR INC$3,2320.00%34CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$3,2210.00%21CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$3,1460.00%38CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$3,0840.00%19CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$3,0630.00%14CommonSOLE

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.