MondegarAI
CBIZ Investment Advisory Services, LLC

Q3 2025 · 13F-HR

CBIZ Investment Advisory Services, LLCholdings as filed

Filed 2025-11-06 · accession 0001795934-25-000006

$2.55B
Reported value
665
Positions
2025-09-30
Period end
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The Brief · CBIZ Investment Advisory Services, LLC · Q3 2025

AI · grounded in 13F

CBIZ Investment Advisory Services, LLC established a new position in BND valued at $566.1M. The fund also initiated new holdings in VUG for $397M and VTV for $387.3M. Additional new positions include VEU at $380.8M and QQQ at $253M. Total assets under management stand at $2.55B across 665 positions.

Holdings as filed

First 500 of 665

CUSIPTickerIssuerValue% port.SharesClassVoting
921937835BNDVANGUARD BD INDEX FDS$566.1M22.2%7,612,144CommonSOLE
922908736VUGVANGUARD INDEX FDS$397.0M15.5%827,656CommonSOLE
922908744VTVVANGUARD INDEX FDS$387.3M15.2%2,076,263CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$380.8M14.9%5,335,658CommonSOLE
46090E103QQQINVESCO QQQ TR$253.0M9.91%421,260CommonSOLE
922908629VOVANGUARD INDEX FDS$182.5M7.15%621,307CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$107.2M4.20%1,978,163CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$40.5M1.59%213,450CommonSOLE
464287200IVVISHARES TR$40.1M1.57%59,913CommonSOLE
893641100TDGTRANSDIGM GROUP INC$38.3M1.50%29,048CommonSOLE
922908751VBVANGUARD INDEX FDS$33.4M1.31%131,414CommonSOLE
464288513HYGISHARES TR$31.4M1.23%386,154CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$29.7M1.16%352,946CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$10.4M0.41%174,321CommonSOLE
922908769VTIVANGUARD INDEX FDS$6.6M0.26%20,097CommonSOLE
92206C730VONEVANGUARD SCOTTSDALE FDS$5.3M0.21%17,555CommonSOLE
037833100AAPLAPPLE INC$3.7M0.14%14,489CommonSOLE
46434G764EMXCISHARES INC$3.5M0.14%52,054CommonSOLE
922908512VOEVANGUARD INDEX FDS$2.8M0.11%16,027CommonSOLE
464287507IJHISHARES TR$2.1M0.08%32,318CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.8M0.07%9,477CommonSOLE
594918104MSFTMICROSOFT CORP$1.2M0.05%2,366CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$1.2M0.05%3,810CommonSOLE
92206C714VONVVANGUARD SCOTTSDALE FDS$1.1M0.04%11,861CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.0M0.04%2,054CommonSOLE
464287614IWFISHARES TR$1.0M0.04%2,162CommonSOLE
464287168DVYISHARES TR$945,0440.04%6,651CommonSOLE
464287242LQDISHARES TR$936,6150.04%8,402CommonSOLE
023135106AMZNAMAZON COM INC$918,2420.04%4,182CommonSOLE
02079K305GOOGLALPHABET INC$836,5290.03%3,441CommonSOLE
11135F101AVGOBROADCOM INC$726,3060.03%2,202CommonSOLE
464287465EFAISHARES TR$576,4960.02%6,174CommonSOLE
46432F842IEFAISHARES TR$549,0580.02%6,289CommonSOLE
464287804IJRISHARES TR$541,9210.02%4,560CommonSOLE
88160R101TSLATESLA INC$507,4260.02%1,141CommonSOLE
78468R796SPYXSPDR SERIES TRUST$465,6780.02%8,490CommonSOLE
921937827BSVVANGUARD BD INDEX FDS$412,3630.02%5,226CommonSOLE
532457108LLYELI LILLY & CO$397,7240.02%521CommonSOLE
931142103WMTWALMART INC$365,9390.01%3,551CommonSOLE
922908363VOOVANGUARD INDEX FDS$335,0660.01%546CommonSOLE
30303M102METAMETA PLATFORMS INC$334,1430.01%455CommonSOLE
78464A763SDYSPDR SERIES TRUST$277,2990.01%1,980CommonSOLE
G29183103ETNEATON CORP PLC$274,5640.01%734CommonSOLE
700885106PKBKPARKE BANCORP INC$270,8190.01%12,567CommonSOLE
060505104BACBANK AMERICA CORP$267,0510.01%5,176CommonSOLE
922908553VNQVANGUARD INDEX FDS$250,2650.01%2,738CommonSOLE
136069101CMCANADIAN IMPERIAL BANK OF CO$245,4220.01%3,072CommonSOLE
00287Y109ABBVABBVIE INC$236,0900.01%1,020CommonSOLE
124805102CBZCBIZ INC$235,0360.01%4,438CommonSOLE
00724F101ADBEADOBE INC$212,7080.01%603CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$189,2060.01%333CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$187,5470.01%1,921CommonSOLE
46137V613PRFINVESCO EXCHANGE TRADED FD T$185,8130.01%4,110CommonSOLE
46138J825BSCPINVESCO EXCH TRD SLF IDX FD$173,2320.01%8,373CommonSOLE
68389X105ORCLORACLE CORP$166,7910.01%593CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$159,9780.01%173CommonSOLE
512807306LRCXLAM RESEARCH CORP$157,0910.01%1,171CommonSOLE
92204A702VGTVANGUARD WORLD FD$156,8520.01%210CommonSOLE
75513E101RTXRTX CORPORATION$150,8630.01%902CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$144,1320.01%5,472CommonSOLE
437076102HDHOME DEPOT INC$141,1190.01%348CommonSOLE
64110L106NFLXNETFLIX INC$139,0750.01%116CommonSOLE
166764100CVXCHEVRON CORP NEW$138,6020.01%893CommonSOLE
92826C839VVISA INC$137,3050.01%402CommonSOLE
254687106DISDISNEY WALT CO$130,8320.01%1,143CommonSOLE
478160104JNJJOHNSON & JOHNSON$126,9360.00%685CommonSOLE
032095101APHAMPHENOL CORP NEW$124,9240.00%1,008CommonSOLE
464287663IUSVISHARES TR$122,8390.00%1,229CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$122,3570.00%2,784CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$121,2000.00%430CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$120,5800.00%661CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$116,3160.00%443CommonSOLE
808524771FNDXSCHWAB STRATEGIC TR$114,7210.00%4,362CommonSOLE
30231G102XOMEXXON MOBIL CORP$114,5580.00%1,016CommonSOLE
580135101MCDMCDONALDS CORP$114,2520.00%376CommonSOLE
00206R102TAT&T INC$112,2460.00%3,975CommonSOLE
438516106HONHONEYWELL INTL INC$110,4310.00%525CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$104,1280.00%302CommonSOLE
921909768VXUSVANGUARD STAR FDS$102,9910.00%1,402CommonSOLE
482480100KLACKLA CORP$101,6400.00%94CommonSOLE
191216100KOCOCA COLA CO$99,4030.00%1,488CommonSOLE
488401100KMPRKEMPER CORP$93,0480.00%1,805CommonSOLE
760759100RSGREPUBLIC SVCS INC$91,7920.00%400CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$90,7590.00%136CommonSOLE
78463V107GLDSPDR GOLD TR$88,8680.00%250CommonSOLE
92204A306VDEVANGUARD WORLD FD$87,6520.00%696CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$85,2090.00%107CommonSOLE
46138J783BSCRINVESCO EXCH TRD SLF IDX FD$82,3930.00%4,180CommonSOLE
46138J791BSCQINVESCO EXCH TRD SLF IDX FD$81,7410.00%4,179CommonSOLE
46137V597PRFZINVESCO EXCHANGE TRADED FD T$81,3020.00%1,790CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$80,9270.00%287CommonSOLE
46138J643BSCSINVESCO EXCH TRD SLF IDX FD$80,1820.00%3,898CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$79,9240.00%494CommonSOLE
922020805VTIPVANGUARD MALVERN FDS$79,0330.00%1,561CommonSOLE
808524763FNDASCHWAB STRATEGIC TR$77,5880.00%2,490CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$75,5610.00%151CommonSOLE
464287150ITOTISHARES TR$72,8250.00%500CommonSOLE
617446448MSMORGAN STANLEY$71,0550.00%447CommonSOLE
172967424CCITIGROUP INC$70,7460.00%697CommonSOLE
872590104TMUST-MOBILE US INC$68,8950.00%288CommonSOLE
002824100ABTABBOTT LABS$68,3480.00%510CommonSOLE
369604301GEGE AEROSPACE$65,6570.00%218CommonSOLE
92204A876VPUVANGUARD WORLD FD$65,3960.00%345CommonSOLE
548661107LOWLOWES COS INC$65,2810.00%260CommonSOLE
02209S103MOALTRIA GROUP INC$64,6280.00%974CommonSOLE
742718109PGPROCTER AND GAMBLE CO$64,0250.00%417CommonSOLE
244199105DEDEERE & CO$63,6650.00%139CommonSOLE
747525103QCOMQUALCOMM INC$63,2090.00%380CommonSOLE
02079K107GOOGALPHABET INC$62,8360.00%258CommonSOLE
713448108PEPPEPSICO INC$62,6400.00%446CommonSOLE
882508104TXNTEXAS INSTRS INC$60,4620.00%329CommonSOLE
29358P101ENSGENSIGN GROUP INC$60,3850.00%349CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$60,1540.00%614CommonSOLE
863667101SYKSTRYKER CORPORATION$60,0700.00%162CommonSOLE
921910733ESGVVANGUARD WORLD FD$59,5750.00%503CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$58,5810.00%139CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$56,3180.00%116CommonSOLE
29261A100EHCENCOMPASS HEALTH CORP$55,7380.00%439CommonSOLE
78468R663BILSPDR SERIES TRUST$54,8120.00%597CommonSOLE
92204A207VDCVANGUARD WORLD FD$54,7330.00%256CommonSOLE
78409V104SPGIS&P GLOBAL INC$53,5690.00%110CommonSOLE
91913Y100VLOVALERO ENERGY CORP$53,4520.00%314CommonSOLE
46435U440BGRNISHARES TR$52,5200.00%1,091CommonSOLE
126408103CSXCSX CORP$52,0760.00%1,467CommonSOLE
461202103INTUINTUIT$51,9010.00%76CommonSOLE
922908611VBRVANGUARD INDEX FDS$51,7600.00%248CommonSOLE
149123101CATCATERPILLAR INC$51,0550.00%107CommonSOLE
36828A101GEVGE VERNOVA INC$51,0370.00%83CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$48,4670.00%508CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$48,1300.00%139CommonSOLE
17275R102CSCOCISCO SYS INC$47,6890.00%697CommonSOLE
040413205ANETARISTA NETWORKS INC$47,6470.00%327CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$46,9800.00%221CommonSOLE
29273V100ETENERGY TRANSFER L P$46,5400.00%2,712CommonSOLE
58933Y105MRKMERCK & CO INC$46,4820.00%549CommonSOLE
78468R788SPYDSPDR SERIES TRUST$46,4420.00%1,055CommonSOLE
922908595VBKVANGUARD INDEX FDS$46,4290.00%156CommonSOLE
630402105NSSCNAPCO SEC TECHNOLOGIES INC$44,8990.00%1,042CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$44,8840.00%208CommonSOLE
808524607SCHASCHWAB STRATEGIC TR$44,3050.00%1,588CommonSOLE
441593100HLIHOULIHAN LOKEY INC$44,1440.00%215CommonSOLE
003264108SIVRABRDN SILVER ETF TRUST$44,0350.00%990CommonSOLE
525558201LMATLEMAITRE VASCULAR INC$43,4550.00%497CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$43,2170.00%550CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$43,1940.00%8CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$42,9340.00%96CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$42,8490.00%221CommonSOLE
718172109PMPHILIP MORRIS INTL INC$41,1890.00%254CommonSOLE
571903202MARMARRIOTT INTL INC NEW$40,8890.00%157CommonSOLE
920253101VMIVALMONT INDS INC$40,5970.00%105CommonSOLE
95040Q104WELLWELLTOWER INC$40,2600.00%226CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$39,9050.00%478CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$38,7740.00%434CommonSOLE
717081103PFEPFIZER INC$38,6790.00%1,518CommonSOLE
407497106HLNEHAMILTON LANE INC$38,5170.00%285CommonSOLE
436893200HOMBHOME BANCSHARES INC$37,9970.00%1,343CommonSOLE
743315103PGRPROGRESSIVE CORP$37,8770.00%153CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$37,4550.00%189CommonSOLE
872540109TJXTJX COS INC NEW$37,4360.00%259CommonSOLE
09290D101BLKBLACKROCK INC$37,3080.00%32CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$36,8340.00%1,886CommonSOLE
88162G103TTEKTETRA TECH INC NEW$36,7950.00%1,102CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$36,7210.00%119CommonSOLE
291011104EMREMERSON ELEC CO$36,4900.00%278CommonSOLE
G87052109TELTE CONNECTIVITY PLC$36,4420.00%166CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$35,8370.00%176CommonSOLE
974155103WINGWINGSTOP INC$35,7880.00%142CommonSOLE
741511109PSMTPRICESMART INC$35,6830.00%294CommonSOLE
537008104LFUSLITTELFUSE INC$35,4470.00%137CommonSOLE
854231107SXISTANDEX INTL CORP$35,3720.00%167CommonSOLE
370334104GISGENERAL MLS INC$35,3440.00%701CommonSOLE
79466L302CRMSALESFORCE INC$34,9000.00%147CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$34,7170.00%55CommonSOLE
25746U109DDOMINION ENERGY INC$34,4390.00%563CommonSOLE
025816109AXPAMERICAN EXPRESS CO$34,2120.00%103CommonSOLE
097023105BABOEING CO$33,8850.00%157CommonSOLE
231021106CMICUMMINS INC$33,7900.00%80CommonSOLE
G54950103LINLINDE PLC$33,7250.00%71CommonSOLE
03831W108APPAPPLOVIN CORP$33,0530.00%46CommonSOLE
12572Q105CMECME GROUP INC$32,8580.00%122CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$32,7520.00%163CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$32,6670.00%93CommonSOLE
65339F101NEENEXTERA ENERGY INC$32,3010.00%428CommonSOLE
00912X302ALAIR LEASE CORP$31,9690.00%500CommonSOLE
020002101ALLALLSTATE CORP$31,9080.00%148CommonSOLE
894164102TNLTRAVEL PLUS LEISURE CO$31,8600.00%536CommonSOLE
576690101MTRNMATERION CORP$31,2880.00%259CommonSOLE
165303108CPKCHESAPEAKE UTILS CORP$31,0960.00%230CommonSOLE
609207105MDLZMONDELEZ INTL INC$31,0640.00%493CommonSOLE
18467V109YOUCLEAR SECURE INC$31,0490.00%930CommonSOLE
90337L108USPHU S PHYSICAL THERAPY$30,6380.00%361CommonSOLE
16359R103CHECHEMED CORP NEW$30,5080.00%68CommonSOLE
95082P105WCCWESCO INTL INC$30,1400.00%143CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$30,0180.00%50CommonSOLE
313148306AGMFEDERAL AGRIC MTG CORP$29,9440.00%178CommonSOLE
949746101WMT2WELLS FARGO CO NEW$29,3370.00%350CommonSOLE
511656100LKFNLAKELAND FINL CORP$29,1880.00%455CommonSOLE
19247A100CNSCOHEN & STEERS INC$28,8480.00%440CommonSOLE
18915M107NETCLOUDFLARE INC$28,3260.00%132CommonSOLE
703343103PATKPATRICK INDS INC$27,9970.00%271CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$27,9240.00%588CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$27,5830.00%225CommonSOLE
192422103CGNXCOGNEX CORP$27,1420.00%599CommonSOLE
816851109SRESEMPRA$26,8780.00%299CommonSOLE
88146M101TRNOTERRENO RLTY CORP$26,7890.00%468CommonSOLE
871607107SNPSSYNOPSYS INC$26,6430.00%54CommonSOLE
12618T105CRAICRA INTL INC$26,5360.00%127CommonSOLE
918090101UTZUTZ BRANDS INC$26,4430.00%2,167CommonSOLE
000360206AAONAAON INC$26,1630.00%280CommonSOLE
74340W103PLDPROLOGIS INC.$26,1330.00%228CommonSOLE
49714P108KNSLKINSALE CAP GROUP INC$25,9660.00%61CommonSOLE
29444U700EQIXEQUINIX INC$25,9470.00%33CommonSOLE
428291108HXLHEXCEL CORP NEW$25,8760.00%413CommonSOLE
701094104PHPARKER-HANNIFIN CORP$25,7770.00%34CommonSOLE
33767E202FSVFIRSTSERVICE CORP NEW$25,6230.00%134CommonSOLE
20030N101CMCSACOMCAST CORP NEW$25,5820.00%814CommonSOLE
117043109BCBRUNSWICK CORP$25,2300.00%399CommonSOLE
501242101KLICKULICKE & SOFFA INDS INC$25,1360.00%615CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$25,0750.00%85CommonSOLE
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$25,0390.00%527CommonSOLE
464287440IEFISHARES TR$24,9070.00%258CommonSOLE
91347P105OLEDUNIVERSAL DISPLAY CORP$24,8860.00%173CommonSOLE
71363P106PRDOPERDOCEO ED CORP$24,7800.00%658CommonSOLE
11276H106BIPCBROOKFIELD INFRASTRUCTURE CO$24,7510.00%602CommonSOLE
974250102WINAWINMARK CORP$24,5800.00%49CommonSOLE
46138G649QQQMINVESCO EXCH TRADED FD TR II$24,4020.00%99CommonSOLE
375558103GILDGILEAD SCIENCES INC$24,3790.00%220CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$24,1820.00%98CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$23,9110.00%74CommonSOLE
824889109SCVLSHOE CARNIVAL INC$23,5190.00%1,131CommonSOLE
48242W106KBRKBR INC$23,4430.00%494CommonSOLE
81762P102NOWSERVICENOW INC$23,0070.00%25CommonSOLE
97717Y527USFRWISDOMTREE TR$22,8730.00%455CommonSOLE
553498106MSAMSA SAFETY INC$22,8550.00%133CommonSOLE
515098101LSTRLANDSTAR SYS INC$22,7550.00%186CommonSOLE
20602D101CNXCCONCENTRIX CORP$22,6930.00%492CommonSOLE
031162100AMGNAMGEN INC$22,2940.00%79CommonSOLE
747316107KWRQUAKER HOUGHTON$22,2910.00%169CommonSOLE
127055101CBTCABOT CORP$22,2110.00%292CommonSOLE
739276103POWIPOWER INTEGRATIONS INC$22,0040.00%547CommonSOLE
464289438IWYISHARES TR$21,9820.00%80CommonSOLE
46266A109IRMDIRADIMED CORP$21,9180.00%308CommonSOLE
14174T107CTRECARETRUST REIT INC$21,6740.00%619CommonSOLE
143658300CCL1EURCARNIVAL CORP$21,5670.00%746CommonSOLE
038222105AMATAPPLIED MATLS INC$21,4980.00%105CommonSOLE
576485205MTDRMATADOR RES CO$21,2810.00%474CommonSOLE
23331A109DHID R HORTON INC$21,2660.00%125CommonSOLE
90278Q108UFPIUFP INDUSTRIES INC$20,9020.00%224CommonSOLE
904708104UNFUNIFIRST CORP MASS$20,8370.00%125CommonSOLE
032654105ADIANALOG DEVICES INC$20,1470.00%82CommonSOLE
665531307NOGNORTHERN OIL & GAS INC$20,1010.00%796CommonSOLE
98311A105WHWYNDHAM HOTELS & RESORTS INC$20,0340.00%251CommonSOLE
842587107SOSOUTHERN CO$19,1440.00%202CommonSOLE
G8060N102STSENSATA TECHNOLOGIES HLDG PL$19,0060.00%622CommonSOLE
315912808ONEQFIDELITY COMWLTH TR$18,9050.00%212CommonSOLE
30161N101EXCEXELON CORP$18,8880.00%420CommonSOLE
971378104WSCWILLSCOT HLDGS CORP$18,7460.00%888CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$18,7070.00%117CommonSOLE
770700102HOODROBINHOOD MKTS INC$18,6130.00%130CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$18,3800.00%173CommonSOLE
09260D107BXBLACKSTONE INC$18,2810.00%107CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$18,2200.00%169CommonSOLE
65341D102NXRTNEXPOINT RESIDENTIAL TR INC$17,6590.00%548CommonSOLE
595112103MUMICRON TECHNOLOGY INC$17,5790.00%105CommonSOLE
172908105CTASCINTAS CORP$17,4470.00%85CommonSOLE
726503105PAAPLAINS ALL AMERN PIPELINE L$17,4180.00%1,021CommonSOLE
052769106ADSKAUTODESK INC$16,8370.00%53CommonSOLE
97717W208DHSWISDOMTREE TR$16,8250.00%167CommonSOLE
G25508105CRHCRH PLC$16,7860.00%140CommonSOLE
29667J101ESQESQUIRE FINL HLDGS INC$16,7750.00%164CommonSOLE
654106103NKENIKE INC$16,7270.00%239CommonSOLE
29364G103ETRENTERGY CORP NEW$16,4950.00%177CommonSOLE
833445109SNOWSNOWFLAKE INC$16,4650.00%73CommonSOLE
903002103UMHUMH PPTYS INC$16,4370.00%1,107CommonSOLE
42222N103HSTMHEALTHSTREAM INC$16,4080.00%581CommonSOLE
464287556IBBISHARES TR$16,3840.00%113CommonSOLE
235851102DHRDANAHER CORPORATION$16,2870.00%82CommonSOLE
20825C104COPCONOCOPHILLIPS$16,1750.00%171CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$16,1240.00%49CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$15,9160.00%57CommonSOLE
98138H101WDAYWORKDAY INC$15,8880.00%66CommonSOLE
438128308HMCHONDA MOTOR LTD$15,7630.00%500CommonSOLE
G97822103PRGOPERRIGO CO PLC$15,7540.00%707CommonSOLE
009158106APDAIR PRODS & CHEMS INC$15,6130.00%57CommonSOLE
72201R585PYLDPIMCO ETF TR$15,5150.00%578CommonSOLE
88579Y101MMM3M CO$15,3790.00%99CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$15,3680.00%577CommonSOLE
855244109SBUXSTARBUCKS CORP$15,3130.00%181CommonSOLE
33740F888UCONFIRST TR EXCHNG TRADED FD VI$15,2910.00%607CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$15,2570.00%287CommonSOLE
30040W108ESEVERSOURCE ENERGY$15,2240.00%214CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$15,1150.00%75CommonSOLE
771049103RBLXROBLOX CORP$14,9600.00%108CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$14,6030.00%118CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$14,4200.00%48CommonSOLE
33741X102SDVYFIRST TR EXCHANGE-TRADED FD$14,4010.00%379CommonSOLE
46266C105IQVIQVIA HLDGS INC$14,2460.00%75CommonSOLE
G5960L103MDTMEDTRONIC PLC$14,2310.00%148CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$14,1050.00%290CommonSOLE
46434V621DGROISHARES TR$14,0860.00%207CommonSOLE
911922102USLMUNITED STS LIME & MINERALS I$13,9440.00%106CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$13,8300.00%173CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$13,8140.00%394CommonSOLE
369550108GDGENERAL DYNAMICS CORP$13,6400.00%40CommonSOLE
37045V100GMGENERAL MTRS CO$13,5810.00%223CommonSOLE
94106L109WMWASTE MGMT INC DEL$13,4710.00%61CommonSOLE
642045108AESIATLAS ENERGY SOLUTIONS INC$13,3480.00%1,174CommonSOLE
615369105MCOMOODYS CORP$13,3410.00%28CommonSOLE
58155Q103MCKMCKESSON CORP$13,1470.00%17CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$13,1090.00%164CommonSOLE
98980G102ZSZSCALER INC$12,8850.00%43CommonSOLE
316092352FBCGFIDELITY COVINGTON TRUST$12,8780.00%240CommonSOLE
46138G698RWLINVESCO EXCH TRADED FD TR II$12,7660.00%115CommonSOLE
443201108HWMHOWMET AEROSPACE INC$12,7550.00%65CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$12,7380.00%132CommonSOLE
744320102PRUPRUDENTIAL FINL INC$12,5530.00%121CommonSOLE
406216101HALHALLIBURTON CO$12,3490.00%502CommonSOLE
594972408MSTRSTRATEGY INC$12,2440.00%38CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$11,9090.00%84CommonSOLE
46137V464XMMOINVESCO EXCHANGE TRADED FD T$11,7770.00%87CommonSOLE
651639106NEMNEWMONT CORP$11,5500.00%137CommonSOLE
46138J635BSJQINVESCO EXCH TRD SLF IDX FD$11,5060.00%492CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$11,4630.00%420CommonSOLE
46138J817BSJPINVESCO EXCH TRD SLF IDX FD$11,4340.00%496CommonSOLE
89832Q109TFCTRUIST FINL CORP$11,3840.00%249CommonSOLE
46138J585BSJRINVESCO EXCH TRD SLF IDX FD$11,3670.00%500CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$11,3600.00%35CommonSOLE
92189F106GDXVANECK ETF TRUST$11,3080.00%148CommonSOLE
02156V109OKLOOKLO INC$11,1630.00%100CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$11,0660.00%12CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$11,0620.00%60CommonSOLE
46434G848PICKISHARES INC$10,9580.00%246CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$10,8800.00%106CommonSOLE
883203101TXTTEXTRON INC$10,8170.00%128CommonSOLE
260003108DOVDOVER CORP$10,6770.00%64CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$10,5860.00%149CommonSOLE
98978V103ZTSZOETIS INC$10,5350.00%72CommonSOLE
59156R108METMETLIFE INC$10,5170.00%128CommonSOLE
384802104GWWGRAINGER W W INC$10,4830.00%11CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$10,4090.00%69CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$10,3830.00%446CommonSOLE
03073E105CORCENCORA INC$10,3130.00%33CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$9,9800.00%110CommonSOLE
33738R704AIRRFIRST TR EXCHANGE TRADED FD$9,9750.00%103CommonSOLE
493732101KFRCKFORCE INC$9,9110.00%331CommonSOLE
25809K105DASHDOORDASH INC$9,7920.00%36CommonSOLE
147528103CASYCASEYS GEN STORES INC$9,6100.00%17CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$9,5590.00%17CommonSOLE
756109104OREALTY INCOME CORP$9,3620.00%154CommonSOLE
H1467J104CBCHUBB LIMITED$9,3350.00%33CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$9,1680.00%20CommonSOLE
969457100WMBWILLIAMS COS INC$9,1220.00%144CommonSOLE
146869102CVNACARVANA CO$9,0540.00%24CommonSOLE
126650100CVSCVS HEALTH CORP$9,0470.00%120CommonSOLE
247361702DALDELTA AIR LINES INC DEL$9,0230.00%159CommonSOLE
90138F102TWLOTWILIO INC$9,0080.00%90CommonSOLE
084423102WRBBERKLEY W R CORP$8,9650.00%117CommonSOLE
001055102AFLAFLAC INC$8,8240.00%79CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$8,8210.00%34CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$8,8000.00%195CommonSOLE
78464A201SLYGSPDR SERIES TRUST$8,7710.00%93CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$8,7610.00%52CommonSOLE
464286327SLVPISHARES INC$8,7170.00%318CommonSOLE
23804L103DDOGDATADOG INC$8,6860.00%61CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$8,6750.00%99CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$8,6630.00%65CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$8,6090.00%36CommonSOLE
45687V106IRINGERSOLL RAND INC$8,5920.00%104CommonSOLE
693718108PCARPACCAR INC$8,5540.00%87CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$8,5500.00%76CommonSOLE
12504L109CBRECBRE GROUP INC$8,5080.00%54CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$8,4870.00%66CommonSOLE
46124J201IVTINVENTRUST PPTYS CORP$8,4550.00%293CommonSOLE
487836108KKELLANOVA$8,4480.00%103CommonSOLE
458140100INTCINTEL CORP$8,3540.00%249CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$8,2840.00%129CommonSOLE
90384S303ULTAULTA BEAUTY INC$8,2010.00%15CommonSOLE
345370860FFORD MTR CO$8,1930.00%685CommonSOLE
464288828IHFISHARES TR$8,0740.00%163CommonSOLE
125523100CITHE CIGNA GROUP$8,0710.00%28CommonSOLE
002474104AZZAZZ INC$7,8570.00%72CommonSOLE
500754106KHCKRAFT HEINZ CO$7,7860.00%299CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$7,6140.00%40CommonSOLE
83001C108FUNSIX FLAGS ENTERTAINMENT CORP$7,5660.00%333CommonSOLE
336433107FSLRFIRST SOLAR INC$7,4980.00%34CommonSOLE
871829107SYYSYSCO CORP$7,4930.00%91CommonSOLE
316773100FITBFIFTH THIRD BANCORP$7,4170.00%165CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$7,4040.00%110CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$7,3660.00%6CommonSOLE
366651107ITGARTNER INC$7,3600.00%28CommonSOLE
46431W648IETCISHARES U S ETF TR$7,3460.00%72CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$7,3400.00%21CommonSOLE
464287812IYKISHARES TR$7,3280.00%107CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$7,3120.00%12CommonSOLE
219350105GLWCORNING INC$7,2190.00%88CommonSOLE
09062X103BIIBBIOGEN INC$7,1440.00%51CommonSOLE
74762E102QUREQUANTA SVCS INC$7,0450.00%17CommonSOLE
745867101PHMPULTE GROUP INC$7,0150.00%53CommonSOLE
92204A405VFHVANGUARD WORLD FD$6,9560.00%53CommonSOLE
25754A201DPZDOMINOS PIZZA INC$6,9070.00%16CommonSOLE
H2906T109GRMNGARMIN LTD$6,8940.00%28CommonSOLE
N07059210ASMLASML HOLDING N V$6,7770.00%7CommonSOLE
501044101KRKROGER CO$6,7410.00%100CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$6,6980.00%35CommonSOLE
911363109URIUNITED RENTALS INC$6,6830.00%7CommonSOLE
209115104EDCONSOLIDATED EDISON INC$6,6340.00%66CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$6,6170.00%268CommonSOLE
26875P101EOGEOG RES INC$6,6150.00%59CommonSOLE
464288877EFVISHARES TR$6,5800.00%97CommonSOLE
778296103ROSTROSS STORES INC$6,5530.00%43CommonSOLE
285512109EAELECTRONIC ARTS INC$6,4540.00%32CommonSOLE
925652109VICIVICI PPTYS INC$6,4470.00%195CommonSOLE
46434V613IUSBISHARES TR$6,3990.00%137CommonSOLE
36168Q104GFLGFL ENVIRONMENTAL INC$6,3960.00%135CommonSOLE
30034W106EVRGEVERGY INC$6,3100.00%83CommonSOLE
92840M102VSTVISTRA CORP$6,2690.00%32CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$6,2660.00%16CommonSOLE
142339100CSLCARLISLE COS INC$6,2500.00%19CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$6,2220.00%28CommonSOLE
22822V101CCICROWN CASTLE INC$6,1750.00%64CommonSOLE
46284V101IRMIRON MTN INC DEL$6,1630.00%60CommonSOLE
01973R101ALSNALLISON TRANSMISSION HLDGS I$6,1110.00%72CommonSOLE
233331107DTEDTE ENERGY CO$5,9860.00%42CommonSOLE
89400J107TRUTRANSUNION$5,9480.00%71CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$5,9080.00%31CommonSOLE
60937P106MDBMONGODB INC$5,8970.00%19CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$5,8440.00%149CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$5,7720.00%33CommonSOLE
444859102HUMHUMANA INC$5,7430.00%22CommonSOLE
278642103EBAYEBAY INC.$5,7300.00%63CommonSOLE
74348A467NOBLPROSHARES TR$5,5660.00%54CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$5,5260.00%44CommonSOLE
98954M200ZZILLOW GROUP INC$5,4710.00%71CommonSOLE
253868103DLRDIGITAL RLTY TR INC$5,3590.00%31CommonSOLE
759509102RSRELIANCE INC$5,3360.00%19CommonSOLE
08265T208BSYBENTLEY SYS INC$5,1480.00%100CommonSOLE
049468101TEAMATLASSIAN CORPORATION$5,1100.00%32CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$5,0510.00%103CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$5,0440.00%60CommonSOLE
87612G101TRGPTARGA RES CORP$5,0260.00%30CommonSOLE
06417N103OZKBANK OZK LITTLE ROCK ARK$4,9960.00%98CommonSOLE
46428Q109SLVISHARES SILVER TR$4,9570.00%117CommonSOLE
G8473T100STESTERIS PLC$4,9490.00%20CommonSOLE
55261F104MTBM & T BK CORP$4,9410.00%25CommonSOLE
670346105NUENUCOR CORP$4,8950.00%36CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$4,8790.00%26CommonSOLE
92939U106WECWEC ENERGY GROUP INC$4,8130.00%42CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$4,8130.00%170CommonSOLE
92338C103VLTOVERALTO CORP$4,8030.00%45CommonSOLE
009066101ABNBAIRBNB INC$4,7350.00%39CommonSOLE
921910725VSGXVANGUARD WORLD FD$4,7170.00%68CommonSOLE
88339J105TTDTHE TRADE DESK INC$4,7050.00%96CommonSOLE
704326107PAYXPAYCHEX INC$4,6900.00%37CommonSOLE
189054109CLXCLOROX CO DEL$4,6850.00%38CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$4,6220.00%16CommonSOLE
125896100CMSCMS ENERGY CORP$4,6150.00%63CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$4,5980.00%46CommonSOLE
629377508NRGNRG ENERGY INC$4,5350.00%28CommonSOLE
426281101JKHYHENRY JACK & ASSOC INC$4,4680.00%30CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$4,4600.00%17CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$4,4360.00%31CommonSOLE
56585A102MPCMARATHON PETE CORP$4,4330.00%23CommonSOLE
631103108NDAQNASDAQ INC$4,4230.00%50CommonSOLE
03076C106AMPAMERIPRISE FINL INC$4,4210.00%9CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$4,4140.00%40CommonSOLE
311900104FASTFASTENAL CO$4,3650.00%89CommonSOLE
574599106MASMASCO CORP$4,3640.00%62CommonSOLE
05464C101AXONAXON ENTERPRISE INC$4,3060.00%6CommonSOLE
075887109BDXBECTON DICKINSON & CO$4,3050.00%23CommonSOLE
053332102AZOAUTOZONE INC$4,2900.00%1CommonSOLE
000957100ABMABM INDS INC$4,2890.00%93CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$4,2830.00%19CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$4,2760.00%17CommonSOLE
464289511IGLBISHARES TR$4,2630.00%83CommonSOLE
40412C101HCAHCA HEALTHCARE INC$4,2620.00%10CommonSOLE
902973304USBUS BANCORP DEL$4,2500.00%87CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$4,2420.00%71CommonSOLE
98389B100XELXCEL ENERGY INC$4,2230.00%52CommonSOLE
929740108WABWABTEC$4,2100.00%21CommonSOLE
34959E109FTNTFORTINET INC$4,2040.00%50CommonSOLE
28618M106ESIELEMENT SOLUTIONS INC$4,1280.00%164CommonSOLE
655663102NDSNNORDSON CORP$4,0850.00%18CommonSOLE
958102105WDCWESTERN DIGITAL CORP$4,0820.00%34CommonSOLE
464287432TLTISHARES TR$4,0750.00%46CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$4,0660.00%277CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$4,0430.00%49CommonSOLE
H01301128ALCALCON AG$4,0240.00%54CommonSOLE
37959E102GLGLOBE LIFE INC$4,0030.00%28CommonSOLE
50212V100LPLALPL FINL HLDGS INC$3,9920.00%12CommonSOLE
018802108LNTALLIANT ENERGY CORP$3,9770.00%59CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$3,9230.00%8CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$3,8910.00%29CommonSOLE
880770102TERTERADYNE INC$3,8540.00%28CommonSOLE
278865100ECLECOLAB INC$3,8430.00%14CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$3,7970.00%22CommonSOLE
682189105ONON SEMICONDUCTOR CORP$3,7480.00%76CommonSOLE
40434L105HPQHP INC$3,7430.00%136CommonSOLE
72352L106PINSPINTEREST INC$3,7320.00%116CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$3,7280.00%42CommonSOLE
617700109MORNMORNINGSTAR INC$3,7120.00%16CommonSOLE

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.