MondegarAI
CBIZ Investment Advisory Services, LLC

Q4 2025 · 13F-HR

CBIZ Investment Advisory Services, LLCholdings as filed

Filed 2026-02-09 · accession 0001795934-26-000001

$2.64B
Reported value
769
Positions
2025-12-31
Period end
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The Brief · CBIZ Investment Advisory Services, LLC · Q4 2025

AI · grounded in 13F

CBIZ Investment Advisory Services, LLC nearly exited its position in LQD, reducing share count by 99.54%. The fund also trimmed its holdings in BSV by 30.39% and JPM by 11.65%. On the buy side, the fund increased its position in RSP by 20.42% and HYG by 6.10%. Total assets under management stood at $2.64B across 769 positions.

Holdings as filed

First 500 of 769

CUSIPTickerIssuerValue% port.SharesClassVoting
921937835BNDVANGUARD BD INDEX FDS$593.0M22.4%8,006,493CommonSOLE
922908736VUGVANGUARD INDEX FDS$403.8M15.3%827,704CommonSOLE
922908744VTVVANGUARD INDEX FDS$402.9M15.2%2,109,504CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$396.1M15.0%5,384,662CommonSOLE
46090E103QQQINVESCO QQQ TR$258.8M9.79%421,260CommonSOLE
922908629VOVANGUARD INDEX FDS$181.4M6.86%630,013CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$106.3M4.02%1,978,209CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$49.1M1.86%257,030CommonSOLE
464287200IVVISHARES TR$40.9M1.55%59,675CommonSOLE
893641100TDGTRANSDIGM GROUP INC$38.6M1.46%29,047CommonSOLE
922908751VBVANGUARD INDEX FDS$34.2M1.29%132,471CommonSOLE
464288513HYGISHARES TR$33.0M1.25%409,718CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$31.1M1.17%370,814CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$10.9M0.41%174,321CommonSOLE
922908769VTIVANGUARD INDEX FDS$7.6M0.29%22,649CommonSOLE
92206C730VONEVANGUARD SCOTTSDALE FDS$5.9M0.22%18,971CommonSOLE
037833100AAPLAPPLE INC$4.9M0.19%18,055CommonSOLE
46434G764EMXCISHARES INC$3.7M0.14%50,307CommonSOLE
922908512VOEVANGUARD INDEX FDS$2.8M0.11%16,027CommonSOLE
464287507IJHISHARES TR$2.2M0.08%33,876CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.8M0.07%9,489CommonSOLE
594918104MSFTMICROSOFT CORP$1.6M0.06%3,350CommonSOLE
464287614IWFISHARES TR$1.6M0.06%3,353CommonSOLE
02079K305GOOGLALPHABET INC$1.3M0.05%4,253CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.1M0.04%2,273CommonSOLE
92206C714VONVVANGUARD SCOTTSDALE FDS$1.1M0.04%11,753CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$1.1M0.04%3,366CommonSOLE
023135106AMZNAMAZON COM INC$988,3710.04%4,282CommonSOLE
464287168DVYISHARES TR$943,1250.04%6,682CommonSOLE
11135F101AVGOBROADCOM INC$884,8140.03%2,557CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$719,3050.03%1,054CommonSOLE
532457108LLYELI LILLY & CO$624,6730.02%581CommonSOLE
46432F842IEFAISHARES TR$567,0610.02%6,339CommonSOLE
464287804IJRISHARES TR$562,4070.02%4,680CommonSOLE
464287465EFAISHARES TR$533,5730.02%5,556CommonSOLE
88160R101TSLATESLA INC$532,9180.02%1,185CommonSOLE
931142103WMTWALMART INC$528,4990.02%4,744CommonSOLE
78468R796SPYXSPDR SERIES TRUST$477,0540.02%8,490CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$419,2410.02%2,912CommonSOLE
02079K107GOOGALPHABET INC$375,9320.01%1,198CommonSOLE
78464A763SDYSPDR SERIES TRUST$361,8160.01%2,600CommonSOLE
922908363VOOVANGUARD INDEX FDS$342,1670.01%546CommonSOLE
060505104BACBANK AMERICA CORP$334,8220.01%6,087CommonSOLE
700885106PKBKPARKE BANCORP INC$314,6780.01%12,567CommonSOLE
149123101CATCATERPILLAR INC$290,6760.01%507CommonSOLE
921937827BSVVANGUARD BD INDEX FDS$286,6840.01%3,638CommonSOLE
136069101CMCANADIAN IMPERIAL BANK OF CO$278,3540.01%3,072CommonSOLE
00287Y109ABBVABBVIE INC$258,3420.01%1,131CommonSOLE
30303M102METAMETA PLATFORMS INC$239,0650.01%362CommonSOLE
124805102CBZCBIZ INC$237,6200.01%4,710CommonSOLE
68389X105ORCLORACLE CORP$229,4600.01%1,177CommonSOLE
00724F101ADBEADOBE INC$215,9440.01%617CommonSOLE
512807306LRCXLAM RESEARCH CORP$214,6180.01%1,252CommonSOLE
922908553VNQVANGUARD INDEX FDS$209,3200.01%2,365CommonSOLE
75513E101RTXRTX CORPORATION$204,3010.01%1,114CommonSOLE
46137V613PRFINVESCO EXCHANGE TRADED FD T$192,8410.01%4,110CommonSOLE
G29183103ETNEATON CORP PLC$190,7010.01%599CommonSOLE
46429B689EFAVISHARES TR$190,2770.01%2,206CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$189,8420.01%1,991CommonSOLE
92204A702VGTVANGUARD WORLD FD$184,7360.01%245CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$182,4730.01%320CommonSOLE
437076102HDHOME DEPOT INC$175,7430.01%511CommonSOLE
30231G102XOMEXXON MOBIL CORP$150,3630.01%1,249CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$147,3150.01%171CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$147,2520.01%5,472CommonSOLE
166764100CVXCHEVRON CORP NEW$145,4810.01%955CommonSOLE
438516106HONHONEYWELL INTL INC$141,6230.01%726CommonSOLE
478160104JNJJOHNSON & JOHNSON$139,3990.01%674CommonSOLE
191216100KOCOCA COLA CO$138,1860.01%1,977CommonSOLE
032095101APHAMPHENOL CORP NEW$136,4920.01%1,008CommonSOLE
464287663IUSVISHARES TR$136,2760.01%1,329CommonSOLE
003022274AMUNABRDN FDS$134,2290.01%5,151CommonSOLE
921909768VXUSVANGUARD STAR FDS$131,1900.00%1,739CommonSOLE
482480100KLACKLA CORP$127,9360.00%105CommonSOLE
254687106DISDISNEY WALT CO$126,8150.00%1,108CommonSOLE
92826C839VVISA INC$124,2340.00%354CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$120,7980.00%408CommonSOLE
808524771FNDXSCHWAB STRATEGIC TR$118,6900.00%4,362CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$116,9600.00%658CommonSOLE
580135101MCDMCDONALDS CORP$115,8230.00%379CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$112,8620.00%527CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$108,1700.00%436CommonSOLE
64110L106NFLXNETFLIX INC$105,9490.00%1,130CommonSOLE
464285204IAUISHARES GOLD TR$101,4630.00%1,250CommonSOLE
375558103GILDGILEAD SCIENCES INC$101,0920.00%824CommonSOLE
78463V107GLDSPDR GOLD TR$99,0780.00%250CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$98,1030.00%470CommonSOLE
00206R102TAT&T INC$96,9930.00%3,905CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$96,9070.00%294CommonSOLE
760759100RSGREPUBLIC SVCS INC$94,3090.00%445CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$94,0530.00%107CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$91,5880.00%189CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$91,3980.00%2,244CommonSOLE
742718109PGPROCTER AND GAMBLE CO$91,3880.00%638CommonSOLE
617446448MSMORGAN STANLEY$89,1200.00%502CommonSOLE
92204A306VDEVANGUARD WORLD FD$87,8450.00%698CommonSOLE
46138J783BSCRINVESCO EXCH TRD SLF IDX FD$83,4060.00%4,225CommonSOLE
17275R102CSCOCISCO SYS INC$82,8070.00%1,075CommonSOLE
46138J791BSCQINVESCO EXCH TRD SLF IDX FD$82,6530.00%4,222CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$82,1550.00%1,500CommonSOLE
46137V597PRFZINVESCO EXCHANGE TRADED FD T$82,1430.00%1,790CommonSOLE
172967424CCITIGROUP INC$81,3330.00%697CommonSOLE
46138J643BSCSINVESCO EXCH TRD SLF IDX FD$81,1900.00%3,941CommonSOLE
369604301GEGE AEROSPACE$79,1630.00%257CommonSOLE
808524763FNDASCHWAB STRATEGIC TR$78,4600.00%2,490CommonSOLE
922020805VTIPVANGUARD MALVERN FDS$77,2070.00%1,561CommonSOLE
548661107LOWLOWES COS INC$74,7020.00%310CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$74,5450.00%257CommonSOLE
464287150ITOTISHARES TR$74,3450.00%500CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$74,1930.00%131CommonSOLE
488401100KMPRKEMPER CORP$73,1750.00%1,805CommonSOLE
713448108PEPPEPSICO INC$72,4750.00%500CommonSOLE
29358P101ENSGENSIGN GROUP INC$71,8730.00%412CommonSOLE
872590104TMUST-MOBILE US INC$70,0100.00%345CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$68,4330.00%118CommonSOLE
747525103QCOMQUALCOMM INC$67,0440.00%392CommonSOLE
003264108SIVRABRDN SILVER ETF TRUST$66,9640.00%990CommonSOLE
58933Y105MRKMERCK & CO INC$65,7530.00%620CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$61,5010.00%158CommonSOLE
921910733ESGVVANGUARD WORLD FD$60,8430.00%503CommonSOLE
20030N101CMCSACOMCAST CORP NEW$60,6400.00%2,029CommonSOLE
718172109PMPHILIP MORRIS INTL INC$59,2140.00%367CommonSOLE
91913Y100VLOVALERO ENERGY CORP$56,1530.00%345CommonSOLE
872540109TJXTJX COS INC NEW$55,4530.00%361CommonSOLE
002824100ABTABBOTT LABS$55,0380.00%439CommonSOLE
78468R663BILSPDR SERIES TRUST$54,7770.00%599CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$54,7730.00%226CommonSOLE
949746101WMT2WELLS FARGO CO NEW$54,6150.00%586CommonSOLE
595112103MUMICRON TECHNOLOGY INC$54,5520.00%191CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$54,3550.00%1,886CommonSOLE
92204A207VDCVANGUARD WORLD FD$54,0950.00%256CommonSOLE
02209S103MOALTRIA GROUP INC$53,9300.00%931CommonSOLE
370334104GISGENERAL MLS INC$53,3360.00%1,147CommonSOLE
126408103CSXCSX CORP$53,2570.00%1,469CommonSOLE
36828A101GEVGE VERNOVA INC$52,9390.00%81CommonSOLE
79466L302CRMSALESFORCE INC$52,8000.00%199CommonSOLE
922908611VBRVANGUARD INDEX FDS$52,5240.00%248CommonSOLE
46435U440BGRNISHARES TR$52,4920.00%1,095CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$51,8040.00%634CommonSOLE
78409V104SPGIS&P GLOBAL INC$51,2470.00%98CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$50,7210.00%508CommonSOLE
718546104PSXPHILLIPS 66$49,5510.00%384CommonSOLE
571903202MARMARRIOTT INTL INC NEW$49,3280.00%159CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$48,0540.00%1,752CommonSOLE
922908595VBKVANGUARD INDEX FDS$47,1290.00%156CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$46,9840.00%145CommonSOLE
231021106CMICUMMINS INC$46,9610.00%92CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$46,5610.00%544CommonSOLE
29261A100EHCENCOMPASS HEALTH CORP$46,2870.00%436CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$45,7140.00%208CommonSOLE
78468R788SPYDSPDR SERIES TRUST$45,6500.00%1,055CommonSOLE
808524607SCHASCHWAB STRATEGIC TR$45,2260.00%1,588CommonSOLE
407497106HLNEHAMILTON LANE INC$44,6440.00%331CommonSOLE
461202103INTUINTUIT$44,3820.00%67CommonSOLE
701094104PHPARKER-HANNIFIN CORP$43,9480.00%50CommonSOLE
630402105NSSCNAPCO SEC TECHNOLOGIES INC$43,4570.00%1,039CommonSOLE
040413205ANETARISTA NETWORKS INC$42,8470.00%327CommonSOLE
025816109AXPAMERICAN EXPRESS CO$42,1740.00%114CommonSOLE
920253101VMIVALMONT INDS INC$42,1500.00%105CommonSOLE
65339F101NEENEXTERA ENERGY INC$42,1370.00%525CommonSOLE
863667101SYKSTRYKER CORPORATION$41,2700.00%117CommonSOLE
126650100CVSCVS HEALTH CORP$41,2670.00%520CommonSOLE
717081103PFEPFIZER INC$40,8210.00%1,639CommonSOLE
09290D101BLKBLACKROCK INC$40,6730.00%38CommonSOLE
882508104TXNTEXAS INSTRS INC$40,2640.00%232CommonSOLE
525558201LMATLEMAITRE VASCULAR INC$40,1490.00%495CommonSOLE
95040Q104WELLWELLTOWER INC$40,0920.00%216CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$39,9970.00%155CommonSOLE
537008104LFUSLITTELFUSE INC$39,7170.00%157CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$38,8080.00%868CommonSOLE
12572Q105CMECME GROUP INC$38,6710.00%142CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$38,4150.00%189CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$38,3940.00%478CommonSOLE
291011104EMREMERSON ELEC CO$37,8480.00%285CommonSOLE
894164102TNLTRAVEL PLUS LEISURE CO$37,8210.00%536CommonSOLE
G87052109TELTE CONNECTIVITY PLC$37,7670.00%166CommonSOLE
441593100HLIHOULIHAN LOKEY INC$37,4510.00%215CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$37,2900.00%201CommonSOLE
436893200HOMBHOME BANCSHARES INC$37,1090.00%1,336CommonSOLE
313148306AGMFEDERAL AGRIC MTG CORP$36,8680.00%210CommonSOLE
88162G103TTEKTETRA TECH INC NEW$36,7920.00%1,097CommonSOLE
741511109PSMTPRICESMART INC$36,1180.00%294CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$35,9190.00%195CommonSOLE
117043109BCBRUNSWICK CORP$35,6410.00%480CommonSOLE
03831W108APPAPPLOVIN CORP$35,0390.00%52CommonSOLE
95082P105WCCWESCO INTL INC$34,9060.00%143CommonSOLE
032654105ADIANALOG DEVICES INC$34,7140.00%128CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$34,2970.00%55CommonSOLE
031162100AMGNAMGEN INC$34,0400.00%104CommonSOLE
974155103WINGWINGSTOP INC$33,9290.00%142CommonSOLE
891160509TDTORONTO DOMINION BK ONT$33,9120.00%360CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$33,3000.00%188CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$32,7490.00%122CommonSOLE
609207105MDLZMONDELEZ INTL INC$32,5610.00%599CommonSOLE
18467V109YOUCLEAR SECURE INC$32,4600.00%925CommonSOLE
74340W103PLDPROLOGIS INC.$32,4500.00%254CommonSOLE
92204A876VPUVANGUARD WORLD FD$32,4310.00%175CommonSOLE
88146M101TRNOTERRENO RLTY CORP$32,1380.00%543CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$32,1320.00%6CommonSOLE
49714P108KNSLKINSALE CAP GROUP INC$30,5340.00%78CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$30,4940.00%50CommonSOLE
428291108HXLHEXCEL CORP NEW$30,3130.00%410CommonSOLE
46266A109IRMDIRADIMED CORP$29,8710.00%307CommonSOLE
97717W604DESWISDOMTREE TR$29,8040.00%891CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$29,8020.00%200CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$29,7970.00%85CommonSOLE
703343103PATKPATRICK INDS INC$29,3000.00%270CommonSOLE
020002101ALLALLSTATE CORP$29,2730.00%140CommonSOLE
16359R103CHECHEMED CORP NEW$28,7430.00%67CommonSOLE
854231107SXISTANDEX INTL CORP$28,6860.00%132CommonSOLE
422806109HEIHEICO CORP NEW$28,4760.00%88CommonSOLE
165303108CPKCHESAPEAKE UTILS CORP$28,3750.00%226CommonSOLE
235851102DHRDANAHER CORPORATION$28,2000.00%123CommonSOLE
501242101KLICKULICKE & SOFFA INDS INC$28,0960.00%614CommonSOLE
90337L108USPHU S PHYSICAL THERAPY$28,0860.00%360CommonSOLE
576690101MTRNMATERION CORP$27,8620.00%224CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$27,8200.00%89CommonSOLE
19247A100CNSCOHEN & STEERS INC$27,5280.00%438CommonSOLE
038222105AMATAPPLIED MATLS INC$27,4980.00%107CommonSOLE
11276H106BIPCBROOKFIELD INFRASTRUCTURE CO$27,1950.00%599CommonSOLE
14174T107CTRECARETRUST REIT INC$27,0430.00%741CommonSOLE
00912X302ALAIR LEASE CORP$26,9350.00%418CommonSOLE
918090101UTZUTZ BRANDS INC$26,7400.00%2,561CommonSOLE
743315103PGRPROGRESSIVE CORP$26,7300.00%117CommonSOLE
515098101LSTRLANDSTAR SYS INC$26,7120.00%186CommonSOLE
553498106MSAMSA SAFETY INC$26,4420.00%165CommonSOLE
18915M107NETCLOUDFLARE INC$26,4180.00%134CommonSOLE
244199105DEDEERE & CO$26,3980.00%57CommonSOLE
46138E727PXHINVESCO EXCH TRADED FD TR II$25,8100.00%1,000CommonSOLE
511656100LKFNLAKELAND FINL CORP$25,7670.00%452CommonSOLE
H1467J104CBCHUBB LIMITED$25,6730.00%82CommonSOLE
12618T105CRAICRA INTL INC$25,5740.00%127CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$25,5230.00%323CommonSOLE
29444U700EQIXEQUINIX INC$25,3810.00%33CommonSOLE
25746U109DDOMINION ENERGY INC$25,3110.00%432CommonSOLE
91347P105OLEDUNIVERSAL DISPLAY CORP$25,1850.00%216CommonSOLE
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$25,1840.00%532CommonSOLE
192422103CGNXCOGNEX CORP$25,1790.00%700CommonSOLE
576485205MTDRMATADOR RES CO$25,1700.00%593CommonSOLE
464287440IEFISHARES TR$25,0840.00%261CommonSOLE
000360206AAONAAON INC$25,0100.00%328CommonSOLE
46138G649QQQMINVESCO EXCH TRADED FD TR II$24,9890.00%99CommonSOLE
33767E202FSVFIRSTSERVICE CORP NEW$24,6780.00%158CommonSOLE
81762P102NOWSERVICENOW INC$24,5100.00%160CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$24,3820.00%109CommonSOLE
097023105BABOEING CO$24,1010.00%111CommonSOLE
904708104UNFUNIFIRST CORP MASS$23,8930.00%124CommonSOLE
71363P106PRDOPERDOCEO ED CORP$23,7570.00%810CommonSOLE
48242W106KBRKBR INC$23,6940.00%587CommonSOLE
855244109SBUXSTARBUCKS CORP$23,3260.00%277CommonSOLE
747316107KWRQUAKER HOUGHTON$23,1400.00%169CommonSOLE
66987V109NVSNOVARTIS AG$23,0240.00%167CommonSOLE
97717Y527USFRWISDOMTREE TR$22,8960.00%455CommonSOLE
143658300CCL1EURCARNIVAL CORP$22,7830.00%746CommonSOLE
30069T101EEEXCELERATE ENERGY INC$22,4680.00%801CommonSOLE
464289438IWYISHARES TR$22,2560.00%80CommonSOLE
29364G103ETRENTERGY CORP NEW$21,7210.00%235CommonSOLE
907818108UNPUNION PAC CORP$21,2810.00%92CommonSOLE
G5960L103MDTMEDTRONIC PLC$21,1260.00%218CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$21,0160.00%768CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$20,8820.00%46CommonSOLE
20602D101CNXCCONCENTRIX CORP$20,3270.00%489CommonSOLE
90278Q108UFPIUFP INDUSTRIES INC$20,2970.00%223CommonSOLE
002474104AZZAZZ INC$20,1500.00%188CommonSOLE
974250102WINAWINMARK CORP$19,8520.00%49CommonSOLE
29667J101ESQESQUIRE FINL HLDGS INC$19,6580.00%193CommonSOLE
315912808ONEQFIDELITY COMWLTH TR$19,4010.00%212CommonSOLE
311900104FASTFASTENAL CO$19,3830.00%483CommonSOLE
739276103POWIPOWER INTEGRATIONS INC$19,3560.00%545CommonSOLE
971378104WSCWILLSCOT HLDGS CORP$19,3380.00%1,027CommonSOLE
052769106ADSKAUTODESK INC$19,2410.00%65CommonSOLE
816851109SRESEMPRA$19,1840.00%216CommonSOLE
464287556IBBISHARES TR$19,1740.00%114CommonSOLE
94106L109WMWASTE MGMT INC DEL$19,1150.00%87CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$19,0920.00%173CommonSOLE
824889109SCVLSHOE CARNIVAL INC$18,9810.00%1,124CommonSOLE
366651107ITGARTNER INC$18,9210.00%75CommonSOLE
98311A105WHWYNDHAM HOTELS & RESORTS INC$18,7690.00%248CommonSOLE
209115104EDCONSOLIDATED EDISON INC$18,3740.00%185CommonSOLE
726503105PAAPLAINS ALL AMERN PIPELINE L$18,3370.00%1,021CommonSOLE
37045V100GMGENERAL MTRS CO$18,1140.00%223CommonSOLE
842587107SOSOUTHERN CO$17,9630.00%206CommonSOLE
30161N101EXCEXELON CORP$17,7690.00%408CommonSOLE
23331A109DHID R HORTON INC$17,6410.00%122CommonSOLE
G25508105CRHCRH PLC$17,4720.00%140CommonSOLE
770700102HOODROBINHOOD MKTS INC$17,4170.00%154CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$17,3100.00%49CommonSOLE
97717W208DHSWISDOMTREE TR$17,0040.00%167CommonSOLE
46266C105IQVIQVIA HLDGS INC$16,9060.00%75CommonSOLE
833445109SNOWSNOWFLAKE INC$16,8910.00%77CommonSOLE
458140100INTCINTEL CORP$16,7900.00%455CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$16,7640.00%287CommonSOLE
911922102USLMUNITED STS LIME & MINERALS I$16,7640.00%140CommonSOLE
90041L105TPBTURNING PT BRANDS INC$16,7000.00%154CommonSOLE
09260D107BXBLACKSTONE INC$16,4930.00%107CommonSOLE
65341D102NXRTNEXPOINT RESIDENTIAL TR INC$16,4600.00%547CommonSOLE
58155Q103MCKMCKESSON CORP$16,4220.00%20CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$16,3430.00%18CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$16,3000.00%445CommonSOLE
88579Y101MMM3M CO$15,8670.00%99CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$15,8000.00%382CommonSOLE
72201R585PYLDPIMCO ETF TR$15,6680.00%587CommonSOLE
33740F888UCONFIRST TR EXCHNG TRADED FD VI$15,4440.00%614CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$15,4320.00%88CommonSOLE
42222N103HSTMHEALTHSTREAM INC$15,2400.00%661CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$15,2370.00%130CommonSOLE
98138H101WDAYWORKDAY INC$15,0350.00%70CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$14,7600.00%132CommonSOLE
438128308HMCHONDA MOTOR LTD$14,7400.00%500CommonSOLE
33741X102SDVYFIRST TR EXCHANGE-TRADED FD$14,5380.00%379CommonSOLE
38526M106LOPEGRAND CANYON ED INC$14,4690.00%87CommonSOLE
46434V621DGROISHARES TR$14,4080.00%208CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$14,3070.00%52CommonSOLE
74935Q107RBARB GLOBAL INC$14,2990.00%139CommonSOLE
969904101WSMWILLIAMS SONOMA INC$14,2870.00%80CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$14,2720.00%71CommonSOLE
406216101HALHALLIBURTON CO$14,1870.00%502CommonSOLE
199908104FIXCOMFORT SYS USA INC$13,9990.00%15CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$13,8590.00%48CommonSOLE
27579R104EWBCEAST WEST BANCORP INC$13,7120.00%122CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$13,6850.00%24CommonSOLE
651639106NEMNEWMONT CORP$13,6790.00%137CommonSOLE
22052L104CTVACORTEVA INC$13,6740.00%204CommonSOLE
87612G101TRGPTARGA RES CORP$13,6530.00%74CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$13,6120.00%164CommonSOLE
20825C104COPCONOCOPHILLIPS$13,5730.00%145CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$13,5720.00%96CommonSOLE
369550108GDGENERAL DYNAMICS CORP$13,4660.00%40CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$13,4640.00%52CommonSOLE
903002103UMHUMH PPTYS INC$13,3910.00%842CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$13,3760.00%116CommonSOLE
29273V100ETENERGY TRANSFER L P$13,3570.00%810CommonSOLE
443201108HWMHOWMET AEROSPACE INC$13,3260.00%65CommonSOLE
46138G698RWLINVESCO EXCH TRADED FD TR II$13,2300.00%116CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$13,1840.00%290CommonSOLE
316092352FBCGFIDELITY COVINGTON TRUST$13,1620.00%240CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$13,1220.00%17CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$13,0760.00%164CommonSOLE
775711104ROLROLLINS INC$12,9040.00%215CommonSOLE
90138F102TWLOTWILIO INC$12,8020.00%90CommonSOLE
500754106KHCKRAFT HEINZ CO$12,7250.00%525CommonSOLE
92189F106GDXVANECK ETF TRUST$12,6950.00%148CommonSOLE
871607107SNPSSYNOPSYS INC$12,6820.00%27CommonSOLE
46434G848PICKISHARES INC$12,6430.00%246CommonSOLE
22160N109CSGPCOSTAR GROUP INC$12,4390.00%185CommonSOLE
744320102PRUPRUDENTIAL FINL INC$12,3040.00%109CommonSOLE
654106103NKENIKE INC$12,2160.00%191CommonSOLE
G8473T100STESTERIS PLC$12,1690.00%48CommonSOLE
06417N103OZKBANK OZK LITTLE ROCK ARK$12,1030.00%263CommonSOLE
46137V464XMMOINVESCO EXCHANGE TRADED FD T$12,0680.00%87CommonSOLE
33829M101FIVEFIVE BELOW INC$12,0550.00%64CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$11,7950.00%21CommonSOLE
009158106APDAIR PRODS & CHEMS INC$11,6720.00%47CommonSOLE
46138J635BSJQINVESCO EXCH TRD SLF IDX FD$11,6390.00%499CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$11,5730.00%26CommonSOLE
G54950103LINLINDE PLC$11,5130.00%27CommonSOLE
55306N104MKSIMKS INC.$11,5060.00%72CommonSOLE
46138J585BSJRINVESCO EXCH TRD SLF IDX FD$11,4710.00%507CommonSOLE
260003108DOVDOVER CORP$11,3240.00%58CommonSOLE
172908105CTASCINTAS CORP$11,2840.00%60CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$11,2080.00%113CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$11,1790.00%69CommonSOLE
883203101TXTTEXTRON INC$11,1600.00%128CommonSOLE
03073E105CORCENCORA INC$11,1460.00%33CommonSOLE
N97284108NBISNEBIUS GROUP N.V.$11,1330.00%133CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$11,0810.00%69CommonSOLE
247361702DALDELTA AIR LINES INC DEL$11,0350.00%159CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$11,0290.00%95CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$10,9910.00%68CommonSOLE
464286327SLVPISHARES INC$10,9140.00%318CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$10,9110.00%107CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$10,8240.00%72CommonSOLE
615369105MCOMOODYS CORP$10,7280.00%21CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$10,7220.00%446CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$10,5740.00%84CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$10,3700.00%60CommonSOLE
075887109BDXBECTON DICKINSON & CO$10,2860.00%53CommonSOLE
30040W108ESEVERSOURCE ENERGY$10,1670.00%151CommonSOLE
33738R704AIRRFIRST TR EXCHANGE TRADED FD$10,1450.00%103CommonSOLE
655663102NDSNNORDSON CORP$10,1330.00%42CommonSOLE
493732101KFRCKFORCE INC$10,1280.00%328CommonSOLE
59156R108METMETLIFE INC$10,0790.00%128CommonSOLE
426281101JKHYHENRY JACK & ASSOC INC$10,0360.00%55CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$9,9780.00%119CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$9,9420.00%109CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$9,7610.00%117CommonSOLE
005098108GOLFACUSHNET HLDGS CORP$9,7380.00%122CommonSOLE
018802108LNTALLIANT ENERGY CORP$9,6860.00%149CommonSOLE
380237107GDDYGODADDY INC$9,6780.00%78CommonSOLE
98980G102ZSZSCALER INC$9,6720.00%43CommonSOLE
89832Q109TFCTRUIST FINL CORP$9,6450.00%196CommonSOLE
704326107PAYXPAYCHEX INC$9,4230.00%84CommonSOLE
147528103CASYCASEYS GEN STORES INC$9,3960.00%17CommonSOLE
833034101SNASNAP ON INC$9,3040.00%27CommonSOLE
695156109PKGPACKAGING CORP AMER$9,1290.00%44CommonSOLE
384802104GWWWW GRAINGER INC$9,0810.00%9CommonSOLE
90384S303ULTAULTA BEAUTY INC$9,0750.00%15CommonSOLE
345370860FFORD MTR CO$8,9870.00%685CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$8,9810.00%66CommonSOLE
09062X103BIIBBIOGEN INC$8,9750.00%51CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$8,9070.00%87CommonSOLE
336433107FSLRFIRST SOLAR INC$8,8820.00%34CommonSOLE
443510607HUBBHUBBELL INC$8,8820.00%20CommonSOLE
146869102CVNACARVANA CO$8,8620.00%21CommonSOLE
693506107PPGPPG INDS INC$8,8120.00%86CommonSOLE
78464A201SLYGSPDR SERIES TRUST$8,7600.00%93CommonSOLE
771049103RBLXROBLOX CORP$8,7510.00%108CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$8,7350.00%100CommonSOLE
001055102AFLAFLAC INC$8,7110.00%79CommonSOLE
969457100WMBWILLIAMS COS INC$8,6560.00%144CommonSOLE
60937P106MDBMONGODB INC$8,3940.00%20CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$8,3650.00%6CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$8,3520.00%64CommonSOLE
46124J201IVTINVENTRUST PPTYS CORP$8,3350.00%293CommonSOLE
23804L103DDOGDATADOG INC$8,2950.00%61CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$8,2930.00%37CommonSOLE
G0585R106AGOASSURED GUARANTY LTD$8,2680.00%92CommonSOLE
45687V106IRINGERSOLL RAND INC$8,2390.00%104CommonSOLE
25809K105DASHDOORDASH INC$8,1530.00%36CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$8,0790.00%148CommonSOLE
83443Q103SOLSSOLSTICE ADVANCED MATLS INC$8,0640.00%166CommonSOLE
12504L109CBRECBRE GROUP INC$8,0400.00%50CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$7,9680.00%78CommonSOLE
888787108TOSTTOAST INC$7,9540.00%224CommonSOLE
98139A105WKWORKIVA INC$7,9350.00%92CommonSOLE
464288828IHFISHARES TR$7,8550.00%164CommonSOLE
053611109AVYAVERY DENNISON CORP$7,8210.00%43CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$7,8200.00%102CommonSOLE
778296103ROSTROSS STORES INC$7,7460.00%43CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$7,7260.00%56CommonSOLE
011311107ALGALAMO GROUP INC$7,7220.00%46CommonSOLE
219350105GLWCORNING INC$7,7050.00%88CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$7,6350.00%44CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$7,5680.00%149CommonSOLE
46428Q109SLVISHARES SILVER TR$7,5370.00%117CommonSOLE
N07059210ASMLASML HOLDING N V$7,4890.00%7CommonSOLE
233331107DTEDTE ENERGY CO$7,4180.00%57CommonSOLE
92939U106WECWEC ENERGY GROUP INC$7,3820.00%70CommonSOLE
46431W648IETCISHARES U S ETF TR$7,3310.00%72CommonSOLE
70438V106PCTYPAYLOCITY HLDG CORP$7,3200.00%48CommonSOLE
29670E107EPRTESSENTIAL PPTYS RLTY TR INC$7,2830.00%243CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$7,2780.00%26CommonSOLE
189054109CLXCLOROX CO DEL$7,2600.00%72CommonSOLE
464287812IYKISHARES TR$7,2050.00%108CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$7,2000.00%113CommonSOLE
02156V109OKLOOKLO INC$7,1760.00%100CommonSOLE
74762E102QUREQUANTA SVCS INC$7,1750.00%17CommonSOLE
229899109CFRCULLEN FROST BANKERS INC$7,0910.00%56CommonSOLE
92204A405VFHVANGUARD WORLD FD$7,0750.00%53CommonSOLE
09073M104TECHBIO-TECHNE CORP$7,0570.00%120CommonSOLE
01973R101ALSNALLISON TRANSMISSION HLDGS I$7,0490.00%72CommonSOLE
65473P105NINISOURCE INC$7,0160.00%168CommonSOLE
693718108PCARPACCAR INC$6,9870.00%63CommonSOLE
533900106LECOLINCOLN ELEC HLDGS INC$6,9720.00%29CommonSOLE
464288877EFVISHARES TR$6,9270.00%97CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$6,8940.00%24CommonSOLE
008492100ADCAGREE RLTY CORP$6,7230.00%93CommonSOLE
74348A467NOBLPROSHARES TR$6,7050.00%64CommonSOLE
285512109EAELECTRONIC ARTS INC$6,5390.00%32CommonSOLE
009066101ABNBAIRBNB INC$6,5150.00%48CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$6,4760.00%268CommonSOLE
46434V613IUSBISHARES TR$6,3760.00%137CommonSOLE
277276101EGPEASTGROUP PPTYS INC$6,2890.00%35CommonSOLE
G02602103DOXAMDOCS LTD$6,2400.00%77CommonSOLE
745867101PHMPULTE GROUP INC$6,2290.00%53CommonSOLE
50189K103LCIILCI INDS$6,1880.00%51CommonSOLE
922020755VPLSVANGUARD MALVERN FDS$6,1030.00%78CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$6,0800.00%42CommonSOLE
142339100CSLCARLISLE COS INC$6,0770.00%19CommonSOLE
942622200WSOWATSCO INC$6,0650.00%18CommonSOLE
98978V103ZTSZOETIS INC$6,0390.00%48CommonSOLE
30034W106EVRGEVERGY INC$6,0170.00%83CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$5,8960.00%37CommonSOLE
47233W109JEFJEFFERIES FINL GROUP INC$5,8870.00%95CommonSOLE
681919106OMCOMNICOM GROUP INC$5,8720.00%72CommonSOLE
958102105WDCWESTERN DIGITAL CORP$5,8570.00%34CommonSOLE
125896100CMSCMS ENERGY CORP$5,8040.00%83CommonSOLE
36168Q104GFLGFL ENVIRONMENTAL INC$5,7980.00%135CommonSOLE
457187102INGRINGREDION INC$5,7340.00%52CommonSOLE
749685103RPMRPM INTL INC$5,7200.00%55CommonSOLE
256677105DGDOLLAR GEN CORP NEW$5,7090.00%43CommonSOLE
H2906T109GRMNGARMIN LTD$5,6800.00%28CommonSOLE
911363109URIUNITED RENTALS INC$5,6650.00%7CommonSOLE
451107106IDAIDACORP INC$5,5690.00%44CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$5,5430.00%28CommonSOLE
759509102RSRELIANCE INC$5,4890.00%19CommonSOLE
26875P101EOGEOG RES INC$5,4610.00%52CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$5,4600.00%277CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$5,4470.00%14CommonSOLE
880770102TERTERADYNE INC$5,4200.00%28CommonSOLE
149150104CATYCATHAY GEN BANCORP$5,3230.00%110CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$5,3150.00%63CommonSOLE
887389104TKRTIMKEN CO$5,2160.00%62CommonSOLE
617700109MORNMORNINGSTAR INC$5,2150.00%24CommonSOLE
316773100FITBFIFTH THIRD BANCORP$5,1930.00%110CommonSOLE
92204A801VAWVANGUARD WORLD FD$5,1890.00%25CommonSOLE
444859102HUMHUMANA INC$5,1400.00%20CommonSOLE
40412C101HCAHCA HEALTHCARE INC$5,1350.00%11CommonSOLE
83001C108FUNSIX FLAGS ENTERTAINMENT CORP$5,1080.00%333CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$5,0990.00%60CommonSOLE

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.