MondegarAI
CBIZ Investment Advisory Services, LLC

Q1 2026 · 13F-HR

CBIZ Investment Advisory Services, LLCholdings as filed

Filed 2026-05-12 · accession 0001795934-26-000002

$2.74B
Reported value
415
Positions
2026-03-31
Period end
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The Brief · CBIZ Investment Advisory Services, LLC · Q1 2026

AI · grounded in 13F

CBIZ Investment Advisory Services, LLC significantly increased its position in VB by 259.48%. The fund also established a new position in ESML valued at $4.69M and grew its holding in VTV by 28.07%. Conversely, the fund nearly exited its position in TDG, reducing share count by 99.99%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
921937835BNDVANGUARD BD INDEX FDS$631.8M23.1%8,579,414CommonSOLE
922908744VTVVANGUARD INDEX FDS$530.1M19.4%2,701,704CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$401.9M14.7%5,351,291CommonSOLE
922908736VUGVANGUARD INDEX FDS$394.9M14.4%904,105CommonSOLE
46090E103QQQINVESCO QQQ TR$242.8M8.88%420,595CommonSOLE
922908751VBVANGUARD INDEX FDS$124.7M4.56%476,205CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$106.7M3.90%1,975,017CommonSOLE
922908629VOVANGUARD INDEX FDS$85.4M3.12%297,343CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$49.3M1.80%257,035CommonSOLE
464287200IVVISHARES TR$38.2M1.40%58,356CommonSOLE
464288513HYGISHARES TR$35.1M1.28%441,115CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$33.1M1.21%400,595CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$10.8M0.40%169,197CommonSOLE
922908769VTIVANGUARD INDEX FDS$7.2M0.26%22,438CommonSOLE
92206C730VONEVANGUARD SCOTTSDALE FDS$5.2M0.19%17,674CommonSOLE
46435U663ESMLISHARES TR$4.7M0.17%99,939CommonSOLE
46434G764EMXCISHARES INC$3.6M0.13%46,241CommonSOLE
037833100AAPLAPPLE INC$3.6M0.13%14,214CommonSOLE
922908512VOEVANGUARD INDEX FDS$3.0M0.11%16,027CommonSOLE
921909768VXUSVANGUARD STAR FDS$2.1M0.08%27,307CommonSOLE
464287614IWFISHARES TR$1.4M0.05%3,353CommonSOLE
464287507IJHISHARES TR$1.4M0.05%20,952CommonSOLE
921937827BSVVANGUARD BD INDEX FDS$1.1M0.04%14,299CommonSOLE
92206C714VONVVANGUARD SCOTTSDALE FDS$1.1M0.04%11,672CommonSOLE
67066G104NVDANVIDIA CORPORATION$807,2700.03%4,629CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$735,3700.03%2,500CommonSOLE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$687,2430.03%1,056CommonSOLE
594918104MSFTMICROSOFT CORP$667,4170.02%1,803CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$651,7220.02%1,360CommonSOLE
464287168DVYISHARES TR$490,2060.02%3,238CommonSOLE
11135F101AVGOBROADCOM INC$483,2110.02%1,561CommonSOLE
464287804IJRISHARES TR$479,9470.02%3,861CommonSOLE
78468R796SPYXSPDR SERIES TRUST$450,2260.02%8,490CommonSOLE
931142103WMTWALMART INC$438,8430.02%3,526CommonSOLE
78464A763SDYSPDR SERIES TRUST$379,4440.01%2,600CommonSOLE
532457108LLYELI LILLY & CO$373,4270.01%406CommonSOLE
700885106PKBKPARKE BANCORP INC$356,9030.01%12,567CommonSOLE
02079K107GOOGALPHABET INC$343,6580.01%1,198CommonSOLE
464287465EFAISHARES TR$306,4520.01%2,996CommonSOLE
136069101CMCANADIAN IMPERIAL BANK OF CO$291,0720.01%3,072CommonSOLE
149123101CATCATERPILLAR INC$287,2110.01%405CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$272,7110.01%2,052CommonSOLE
02079K305GOOGLALPHABET INC$271,7440.01%945CommonSOLE
46432F842IEFAISHARES TR$254,3000.01%2,809CommonSOLE
922908363VOOVANGUARD INDEX FDS$241,7740.01%405CommonSOLE
922908553VNQVANGUARD INDEX FDS$209,9160.01%2,367CommonSOLE
060505104BACBANK AMERICA CORP$194,5630.01%3,991CommonSOLE
92204A702VGTVANGUARD WORLD FD$170,9970.01%245CommonSOLE
023135106AMZNAMAZON COM INC$166,4080.01%799CommonSOLE
464287663IUSVISHARES TR$135,8900.00%1,329CommonSOLE
003022274AMUNABRDN FDS$134,9480.00%5,175CommonSOLE
124805102CBZCBIZ INC$126,4640.00%4,710CommonSOLE
92204A306VDEVANGUARD WORLD FD$119,1300.00%688CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$117,8440.00%422CommonSOLE
464285204IAUISHARES GOLD TR$110,2000.00%1,250CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$109,7870.00%2,187CommonSOLE
00287Y109ABBVABBVIE INC$109,1800.00%502CommonSOLE
78463V107GLDSPDR GOLD TR$107,5730.00%250CommonSOLE
68389X105ORCLORACLE CORP$104,6490.00%711CommonSOLE
437076102HDHOME DEPOT INC$89,4580.00%272CommonSOLE
00206R102TAT&T INC$88,2460.00%3,044CommonSOLE
760759100RSGREPUBLIC SVCS INC$87,6080.00%400CommonSOLE
375558103GILDGILEAD SCIENCES INC$85,7130.00%615CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$84,3320.00%322CommonSOLE
46138J783BSCRINVESCO EXCH TRD SLF IDX FD$83,7870.00%4,269CommonSOLE
46138J791BSCQINVESCO EXCH TRD SLF IDX FD$83,3080.00%4,266CommonSOLE
46138J643BSCSINVESCO EXCH TRD SLF IDX FD$81,3600.00%3,984CommonSOLE
46138J577BSCTINVESCO EXCH TRD SLF IDX FD$79,9860.00%4,286CommonSOLE
30231G102XOMEXXON MOBIL CORP$78,8350.00%465CommonSOLE
922020805VTIPVANGUARD MALVERN FDS$77,9720.00%1,561CommonSOLE
254687106DISDISNEY WALT CO$77,1030.00%800CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$75,7290.00%76CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$74,0550.00%1,500CommonSOLE
464287150ITOTISHARES TR$71,2150.00%500CommonSOLE
003264108SIVRABRDN SILVER ETF TRUST$70,8940.00%990CommonSOLE
718546104PSXPHILLIPS 66$68,3180.00%375CommonSOLE
580135101MCDMCDONALDS CORP$67,7520.00%218CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$64,0650.00%106CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$62,0110.00%298CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$60,6690.00%208CommonSOLE
92204A207VDCVANGUARD WORLD FD$57,5140.00%256CommonSOLE
166764100CVXCHEVRON CORPORATION$57,3110.00%277CommonSOLE
921910733ESGVVANGUARD WORLD FD$56,5840.00%504CommonSOLE
488401100KMPRKEMPER CORP$55,1610.00%1,805CommonSOLE
78468R663BILSPDR SERIES TRUST$54,9330.00%599CommonSOLE
88160R101TSLATESLA INC$53,9040.00%145CommonSOLE
922908611VBRVANGUARD INDEX FDS$53,8780.00%248CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$53,8000.00%1,754CommonSOLE
75513E101RTXRTX CORPORATION$53,2400.00%276CommonSOLE
46435U440BGRNISHARES TR$51,9830.00%1,095CommonSOLE
191216100KOCOCA COLA CO$50,0800.00%657CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$49,4020.00%204CommonSOLE
02209S103MOALTRIA GROUP INC$48,8780.00%740CommonSOLE
78468R788SPYDSPDR SERIES TRUST$48,0460.00%1,055CommonSOLE
922908595VBKVANGUARD INDEX FDS$47,1510.00%156CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$44,7320.00%208CommonSOLE
742718109PGPROCTER & GAMBLE CO$44,3430.00%307CommonSOLE
571903202MARMARRIOTT INTL INC NEW$41,5380.00%127CommonSOLE
478160104JNJJOHNSON & JOHNSON$39,8440.00%163CommonSOLE
438516106HONHONEYWELL INTL INC$39,5550.00%175CommonSOLE
231021106CMICUMMINS INC$38,1990.00%71CommonSOLE
17275R102CSCOCISCO SYS INC$37,8640.00%488CommonSOLE
92204A876VPUVANGUARD WORLD FD$34,7270.00%175CommonSOLE
891160509TDTORONTO DOMINION BK ONT$33,5920.00%360CommonSOLE
30303M102METAMETA PLATFORMS INC$33,2940.00%58CommonSOLE
78467Y107MDYSTATE STR SPDR S&P MIDCAP 40$31,1390.00%50CommonSOLE
126650100CVSCVS HEALTH CORP$31,0980.00%433CommonSOLE
441593100HLIHOULIHAN LOKEY INC$30,8780.00%215CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$30,4520.00%95CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$28,6460.00%200CommonSOLE
G29183103ETNEATON CORP PLC$28,6140.00%80CommonSOLE
64110L106NFLXNETFLIX INC.$27,8840.00%290CommonSOLE
92826C839VVISA INC$27,8310.00%92CommonSOLE
46138E727PXHINVESCO EXCH TRADED FD TR II$26,9100.00%1,000CommonSOLE
66987V109NVSNOVARTIS AG$25,5090.00%167CommonSOLE
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$25,2900.00%537CommonSOLE
464287440IEFISHARES TR$25,0220.00%262CommonSOLE
46138G649QQQMINVESCO EXCH TRADED FD TR II$23,4920.00%99CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$23,3510.00%128CommonSOLE
97717Y527USFRWISDOMTREE TR$22,9050.00%455CommonSOLE
726503105PAAPLAINS ALL AMERN PIPELINE L$22,7990.00%1,021CommonSOLE
718172109PMPHILIP MORRIS INTL INC$22,1700.00%134CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$20,9180.00%143CommonSOLE
464289438IWYISHARES TR$20,0060.00%80CommonSOLE
369604301GEGE AEROSPACE$19,5350.00%69CommonSOLE
36828A101GEVGE VERNOVA INC$19,2100.00%22CommonSOLE
464287556IBBISHARES TR$19,1970.00%114CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$18,7300.00%135CommonSOLE
97717W208DHSWISDOMTREE TR$18,2400.00%167CommonSOLE
315912808ONEQFIDELITY COMWLTH TR$18,0540.00%213CommonSOLE
20030N101CMCSACOMCAST CORP NEW$17,7500.00%618CommonSOLE
370334104GISGENERAL MILLS INC$16,5260.00%444CommonSOLE
29273V100ETENERGY TRANSFER L P$15,6330.00%810CommonSOLE
72201R585PYLDPIMCO ETF TR$15,5620.00%594CommonSOLE
25746U109DDOMINION ENERGY INC$15,4550.00%250CommonSOLE
33740F888UCONFIRST TR EXCHNG TRADED FD VI$15,3330.00%619CommonSOLE
33741X102SDVYFIRST TR EXCHANGE TRADED FD$14,9770.00%380CommonSOLE
46434V621DGROISHARES TR$14,5990.00%208CommonSOLE
22052L104CTVACORTEVA INC$14,0630.00%168CommonSOLE
88579Y101MMM3M CO$13,9570.00%96CommonSOLE
46434G848PICKISHARES INC$13,9350.00%246CommonSOLE
009158106APDAIR PRODUCTS AND CHEMICALS I$13,6530.00%47CommonSOLE
92189F106GDXVANECK ETF TRUST$13,5830.00%148CommonSOLE
46138G698RWLINVESCO EXCH TRADED FD TR II$13,3010.00%116CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$13,0000.00%164CommonSOLE
46137V464XMMOINVESCO EXCHANGE TRADED FD T$12,6500.00%87CommonSOLE
147528103CASYCASEYS GEN STORES INC$12,3740.00%17CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$12,2690.00%60CommonSOLE
438128308HMCHONDA MOTOR CO LTD$12,1550.00%500CommonSOLE
88162G103TTEKTETRA TECH INC NEW$12,1140.00%402CommonSOLE
316092352FBCGFIDELITY COVINGTON TRUST$12,0290.00%240CommonSOLE
46138J635BSJQINVESCO EXCH TRD SLF IDX FD$11,7150.00%506CommonSOLE
46138J585BSJRINVESCO EXCH TRD SLF IDX FD$11,4950.00%514CommonSOLE
29358P101ENSGENSIGN GROUP INC$11,4890.00%57CommonSOLE
33738R704AIRRFIRST TR EXCHANGE TRADED FD$11,4340.00%103CommonSOLE
855244109SBUXSTARBUCKS CORP$11,3780.00%127CommonSOLE
464286327SLVPISHARES INC$11,2930.00%318CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$11,0390.00%446CommonSOLE
G87052109TELTE CONNECTIVITY PLC$10,8690.00%52CommonSOLE
79466L302CRMSALESFORCE INC$10,8270.00%58CommonSOLE
872540109TJXTJX COS INC NEW$10,7000.00%67CommonSOLE
30161N101EXCEXELON CORP$10,6860.00%218CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$10,6030.00%23CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$10,1720.00%50CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$9,3480.00%19CommonSOLE
N07059210ASMLASML HLDG NV$9,2460.00%7CommonSOLE
46124J201IVTINVENTRUST PPTYS CORP$8,9980.00%293CommonSOLE
78464A201SLYGSPDR SERIES TRUST$8,9860.00%93CommonSOLE
29444U700EQIXEQUINIX INC$8,8220.00%9CommonSOLE
384802104GWWWW GRAINGER INC$8,7260.00%8CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$8,6570.00%54CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$8,6320.00%120CommonSOLE
717081103PFEPFIZER INC$8,5190.00%303CommonSOLE
525558201LMATLEMAITRE VASCULAR INC$8,5150.00%78CommonSOLE
20825C104COPCONOCOPHILLIPS$8,4480.00%64CommonSOLE
01973R101ALSNALLISON TRANSMISSION HLDGS I$8,4280.00%72CommonSOLE
854231107SXISTANDEX INTL CORP$8,1560.00%32CommonSOLE
46428Q109SLVISHARES SILVER TR$7,9720.00%117CommonSOLE
863667101SYKSTRYKER CORPORATION$7,9070.00%24CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$7,8050.00%45CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$7,7080.00%100CommonSOLE
464287812IYKISHARES TR$7,5570.00%108CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$7,4950.00%15CommonSOLE
464288877EFVISHARES TR$7,2120.00%97CommonSOLE
00724F101ADBEADOBE INC$7,0490.00%29CommonSOLE
58933Y105MRKMERCK & CO INC$6,9050.00%57CommonSOLE
464288828IHFISHARES TR$6,8670.00%164CommonSOLE
74348A467NOBLPROSHARES TR$6,8350.00%64CommonSOLE
920253101VMIVALMONT INDS INC$6,8060.00%17CommonSOLE
894164102TNLTRAVEL PLUS LEISURE CO$6,7810.00%98CommonSOLE
595112103MUMICRON TECHNOLOGY INC$6,7600.00%20CommonSOLE
407497106HLNEHAMILTON LANE INC$6,6960.00%67CommonSOLE
291011104EMREMERSON ELEC CO$6,6820.00%51CommonSOLE
29261A100EHCENCOMPASS HEALTH CORP$6,6740.00%69CommonSOLE
92204A405VFHVANGUARD WORLD FD$6,4030.00%53CommonSOLE
46431W648IETCISHARES U S ETF TR$6,3830.00%72CommonSOLE
142339100CSLCARLISLE COS INC$6,3390.00%19CommonSOLE
46434V613IUSBISHARES TR$6,3280.00%137CommonSOLE
219350105GLWCORNING INC$6,2550.00%46CommonSOLE
512807306LRCXLAM RESEARCH CORP$6,2040.00%29CommonSOLE
922020755VPLSVANGUARD MALVERN FDS$6,1050.00%79CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$6,0870.00%84CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$6,0750.00%31CommonSOLE
83001C108FUNSIX FLAGS ENTERTAINMENT CORP$5,9110.00%333CommonSOLE
693718108PCARPACCAR INC$5,8910.00%51CommonSOLE
038222105AMATAPPLIED MATLS INC$5,8100.00%17CommonSOLE
759509102RSRELIANCE INC$5,7740.00%19CommonSOLE
235851102DHRDANAHER CORP DEL$5,7000.00%30CommonSOLE
92204A801VAWVANGUARD WORLD FD$5,6340.00%25CommonSOLE
36168Q104GFLGFL ENVIRONMENTAL INC$5,6320.00%135CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$5,6300.00%43CommonSOLE
28618M106ESIELEMENT SOLUTIONS INC$5,5990.00%164CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$5,5870.00%28CommonSOLE
032095101APHAMPHENOL CORP$5,5700.00%44CommonSOLE
78409V104SPGIS&P GLOBAL INC$5,5290.00%13CommonSOLE
866796105SLFSUN LIFE FINANCIAL INC.$5,4430.00%87CommonSOLE
537008104LFUSLITTELFUSE INC$5,4300.00%16CommonSOLE
00912X302ALAIR LEASE CORP$5,4080.00%83CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$5,2800.00%19CommonSOLE
617446448MSMORGAN STANLEY$5,2660.00%32CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$5,2440.00%29CommonSOLE
143658300CCL1EURCARNIVAL CORP$5,1760.00%200CommonSOLE
436893200HOMBHOME BANCSHARES INC$5,1440.00%191CommonSOLE
19247A100CNSCOHEN & STEERS INC$5,1290.00%82CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$5,0830.00%18CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$5,0290.00%59CommonSOLE
02156V109OKLOOKLO INC$4,9590.00%100CommonSOLE
974155103WINGWINGSTOP INC$4,9590.00%32CommonSOLE
921910725VSGXVANGUARD WORLD FD$4,9490.00%69CommonSOLE
336433107FSLRFIRST SOLAR INC$4,9320.00%25CommonSOLE
655663102NDSNNORDSON CORP$4,8040.00%18CommonSOLE
426281101JKHYHENRY JACK & ASSOC INC$4,7410.00%30CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$4,7400.00%29CommonSOLE
H2906T109GRMNGARMIN LTD$4,6400.00%20CommonSOLE
165303108CPKCHESAPEAKE UTILS CORP$4,5740.00%36CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$4,5610.00%23CommonSOLE
929740108WABWABTEC$4,4980.00%18CommonSOLE
06417N103OZKBANK OZK LITTLE ROCK ARK$4,4970.00%98CommonSOLE
G8473T100STESTERIS PLC$4,4230.00%20CommonSOLE
482480100KLACKLA CORP$4,4170.00%3CommonSOLE
25754A201DPZDOMINOS PIZZA INC$4,3050.00%12CommonSOLE
882508104TXNTEXAS INSTRS INC$4,2710.00%22CommonSOLE
464287242LQDISHARES TR$4,2610.00%39CommonSOLE
031162100AMGNAMGEN INC$4,2220.00%12CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$4,2100.00%1CommonSOLE
464289511IGLBISHARES TR$4,1920.00%84CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$4,1770.00%64CommonSOLE
032654105ADIANALOG DEVICES INC$4,1360.00%13CommonSOLE
629377508NRGNRG ENERGY INC$4,0920.00%28CommonSOLE
H01301128ALCALCON AG$4,0690.00%54CommonSOLE
464287432TLTISHARES TR$4,0250.00%46CommonSOLE
G54950103LINLINDE PLC$3,9660.00%8CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$3,9470.00%42CommonSOLE
37959E102GLGLOBE LIFE INC$3,8970.00%28CommonSOLE
609207105MDLZMONDELEZ INTL INC$3,8950.00%67CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$3,8630.00%5CommonSOLE
902973304USBUS BANCORP$3,8350.00%73CommonSOLE
40412C101HCAHCA HEALTHCARE INC$3,7860.00%8CommonSOLE
88146M101TRNOTERRENO RLTY CORP$3,7780.00%61CommonSOLE
90278Q108UFPIUFP INDUSTRIES INC$3,7770.00%41CommonSOLE
49714P108KNSLKINSALE CAP GROUP INC$3,7580.00%11CommonSOLE
95040Q104WELLWELLTOWER INC$3,7560.00%19CommonSOLE
89400J107TRUTRANSUNION$3,6670.00%53CommonSOLE
90384S303ULTAULTA BEAUTY INC$3,6590.00%7CommonSOLE
92204A108VCRVANGUARD WORLD FD$3,5900.00%10CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$3,5890.00%46CommonSOLE
000957100ABMABM INDS INC$3,5820.00%93CommonSOLE
743315103PGRPROGRESSIVE CORP$3,5680.00%18CommonSOLE
32054K103FRFIRST INDL RLTY TR INC$3,5590.00%61CommonSOLE
46434G103IEMGISHARES INC$3,4880.00%50CommonSOLE
37045V100GMGENERAL MTRS CO$3,4270.00%46CommonSOLE
002824100ABTABBOTT LABORATORIES$3,3880.00%33CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$3,3840.00%4CommonSOLE
515098101LSTRLANDSTAR SYS INC$3,3670.00%21CommonSOLE
025816109AXPAMERICAN EXPRESS CO$3,3270.00%11CommonSOLE
90184D100TWSTTWIST BIOSCIENCE CORP$3,3260.00%70CommonSOLE
126408103CSXCSX CORP$3,3250.00%81CommonSOLE
464287176TIPISHARES TR$3,3110.00%30CommonSOLE
25809K105DASHDOORDASH INC$3,3030.00%22CommonSOLE
83443Q103SOLSSOLSTICE ADVANCED MATLS INC$3,2750.00%43CommonSOLE
674215207CHRDCHORD ENERGY CORPORATION$3,2700.00%23CommonSOLE
724479100PBIPITNEY BOWES INC$3,2600.00%295CommonSOLE
65339F101NEENEXTERA ENERGY INC$3,2510.00%35CommonSOLE
458334109IPARINTERPARFUMS INC$3,1790.00%35CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$3,1230.00%8CommonSOLE
040413205ANETARISTA NETWORKS INC$3,0700.00%25CommonSOLE
461202103INTUINTUIT$3,0270.00%7CommonSOLE
443201108HWMHOWMET AEROSPACE INC$2,9960.00%13CommonSOLE
842587107SOSOUTHERN CO$2,9920.00%31CommonSOLE
H1467J104CBCHUBB LTD SWITZ$2,9420.00%9CommonSOLE
09290D101BLKBLACKROCK INC$2,8850.00%3CommonSOLE
949746101WMT2WELLS FARGO & CO$2,8660.00%36CommonSOLE
12504L109CBRECBRE GROUP INC$2,8450.00%21CommonSOLE
16411R208LNGCHENIERE ENERGY INC$2,8380.00%10CommonSOLE
98978V103ZTSZOETIS INC$2,8370.00%24CommonSOLE
464286343POWRISHARES INC$2,8250.00%108CommonSOLE
744320102PRUPRUDENTIAL FINL INC$2,7350.00%28CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$2,7290.00%4CommonSOLE
739276103POWIPOWER INTEGRATIONS INC$2,7140.00%53CommonSOLE
617700109MORNMORNINGSTAR INC$2,7050.00%16CommonSOLE
693506107PPGPPG INDS INC$2,6720.00%25CommonSOLE
03076C106AMPAMERIPRISE FINL INC$2,6660.00%6CommonSOLE
713448108PEPPEPSICO INC$2,6400.00%17CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$2,6220.00%20CommonSOLE
615369105MCOMOODYS CORP$2,6180.00%6CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$2,6110.00%14CommonSOLE
758849103REGREGENCY CTRS CORP$2,5980.00%34CommonSOLE
745867101PHMPULTE GROUP INC$2,5930.00%22CommonSOLE
624758108MWAMUELLER WTR PRODS INC$2,5570.00%93CommonSOLE
89832Q109TFCTRUIST FINL CORP$2,5280.00%55CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$2,5240.00%28CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$2,5120.00%7CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$2,5090.00%20CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$2,5000.00%6CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$2,4480.00%73CommonSOLE
001055102AFLAFLAC INC$2,4140.00%22CommonSOLE
81762P102NOWSERVICENOW INC$2,4050.00%23CommonSOLE
46284V101IRMIRON MTN INC DEL$2,3690.00%23CommonSOLE
548661107LOWLOWES COS INC$2,3630.00%10CommonSOLE
464288752ITBISHARES TR$2,3460.00%26CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$2,2960.00%8CommonSOLE
631103108NDAQNASDAQ INC$2,2920.00%27CommonSOLE
16359R103CHECHEMED CORP NEW$2,2660.00%6CommonSOLE
209115104EDCONSOLIDATED EDISON INC$2,2640.00%20CommonSOLE
36467J108GLPIGAMING & LEISURE P$2,2630.00%51CommonSOLE
244199105DEDEERE & CO$2,2600.00%4CommonSOLE
00508Y102AYIACUITY INC$2,2420.00%8CommonSOLE
18539C204CWENCLEARWAY ENERGY INC$2,2400.00%57CommonSOLE
G25508105CRHCRH PLC$2,2160.00%21CommonSOLE
747525103QCOMQUALCOMM INC$2,1890.00%17CommonSOLE
911363109URIUNITED RENTALS INC$2,1860.00%3CommonSOLE
29670E107EPRTESSENTIAL PPTYS RLTY TR INC$2,1470.00%70CommonSOLE
98138H101WDAYWORKDAY INC$2,0790.00%16CommonSOLE
233331107DTEDTE ENERGY CO$2,0630.00%14CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$2,0320.00%27CommonSOLE
73278L105POOLPOOL CORP$2,0230.00%10CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$2,0060.00%18CommonSOLE
743713109PRLBPROTO LABS INC$1,9960.00%35CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$1,9770.00%72CommonSOLE
N97284108NBISNEBIUS GROUP N.V.$1,9710.00%19CommonSOLE
G51502105JCIJOHNSON CONTROLS INTERNATION$1,9700.00%15CommonSOLE
09260D107BXBLACKSTONE INC$1,9550.00%17CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$1,9520.00%74CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$1,9210.00%50CommonSOLE
020002101ALLALLSTATE CORP$1,8760.00%9CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$1,8550.00%17CommonSOLE
883203101TXTTEXTRON INC$1,8390.00%21CommonSOLE
94106L109WMWASTE MGMT INC DEL$1,8380.00%8CommonSOLE
750917106RMBSRAMBUS INC DEL$1,8070.00%21CommonSOLE
50212V100LPLALPL FINL HLDGS INC$1,8050.00%6CommonSOLE
23331A109DHID R HORTON INC$1,7840.00%13CommonSOLE
45781M101INVAINNOVIVA INC$1,7710.00%76CommonSOLE
574599106MASMASCO CORP$1,7510.00%29CommonSOLE
G0176J109ALLEALLEGION PLC$1,7430.00%12CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$1,7370.00%12CommonSOLE
303075105FDSFACTSET RESH SYS INC$1,7360.00%8CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$1,7300.00%11CommonSOLE
448579102HHYATT HOTELS CORP$1,7250.00%12CommonSOLE
34959J108FTVFORTIVE CORP$1,7140.00%31CommonSOLE
78468R648KOMPSPDR SERIES TRUST$1,5950.00%27CommonSOLE
871607107SNPSSYNOPSYS INC$1,5860.00%4CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$1,5810.00%12CommonSOLE
911312106UPSUNITED PARCEL SVCS INC$1,5740.00%16CommonSOLE
896239100TRMBTRIMBLE INC$1,5660.00%24CommonSOLE
92189H870EINCVANECK ETF TRUST$1,5430.00%13CommonSOLE
384109104GGGGRACO INC$1,5240.00%18CommonSOLE
46438R105ETHAISHARES ETHEREUM TR$1,4250.00%90CommonSOLE
690742101OCOWENS CORNING NEW$1,4170.00%13CommonSOLE
03524A108BUDANHEUSER BUSCH INBEV SA NV$1,4140.00%20CommonSOLE
23325P104DNPDNP SELECT INCOME FD INC$1,4110.00%137CommonSOLE
009066101ABNBAIRBNB INC$1,3890.00%11CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$1,3850.00%15CommonSOLE
35671D857FCXFREEPORT MCMORAN INC$1,3520.00%23CommonSOLE
292218104EIGEMPLOYERS HLDGS INC$1,3160.00%32CommonSOLE
80689H102SNDRSCHNEIDER NATIONAL INC$1,2970.00%49CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$1,2920.00%20CommonSOLE
59156R108METMETLIFE INC$1,2730.00%18CommonSOLE
827048109SLGNSILGAN HLDGS INC$1,2030.00%31CommonSOLE
749685103RPMRPM INTL INC$1,1930.00%12CommonSOLE
345370860FFORD MTR CO$1,1770.00%102CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$1,1710.00%4CommonSOLE
893641100TDGTRANSDIGM GROUP INC$1,1590.00%1CommonSOLE
46436E551XJHISHARES TR$1,1340.00%25CommonSOLE
929328102WSFSWSFS FINL CORP$1,0710.00%16CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$1,0700.00%19CommonSOLE
125523100CITHE CIGNA GROUP$1,0670.00%4CommonSOLE
337738108FISVFISERV INC$1,0600.00%19CommonSOLE
770700102HOODROBINHOOD MKTS INC$1,0400.00%15CommonSOLE
962166104WYWEYERHAEUSER CO$1,0250.00%42CommonSOLE
097023105BABOEING CO$9950.00%5CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$8580.00%12CommonSOLE
500754106KHCKRAFT HEINZ CO$7950.00%35CommonSOLE
78468R549XESSPDR SERIES TRUST$7330.00%6CommonSOLE
67073B106JPCNUVEEN PFD & INCOME OPPORTUN$6560.00%87CommonSOLE
78464A698KRESPDR SERIES TRUST$6520.00%10CommonSOLE
78464A797KBESPDR SERIES TRUST$5960.00%10CommonSOLE
912932100UNITUNITI GROUP LLC$5350.00%57CommonSOLE
G5784H106MANUMANCHESTER UTD PLC NEW$4210.00%25CommonSOLE
92556V106VTRSVIATRIS INC$3920.00%29CommonSOLE
G27907107DOLEDOLE PLC$3760.00%26CommonSOLE
04626A103ALABASTERA LABS INC$3290.00%3CommonSOLE
464289867AORISHARES TR$3220.00%5CommonSOLE
02376R102AALAMERICAN AIRLINES GROUP INC$2690.00%25CommonSOLE
83304A106SNAPSNAP INC$2300.00%50CommonSOLE
98148L753BTCLWORLD FDS TR$2300.00%15CommonSOLE
G16910120BLSHBULLISH$1790.00%5CommonSOLE
293828877XOVRENTREPRENEURSHARES SERIES TR$1690.00%10CommonSOLE
032108474MJAMPLIFY ETF TR$1150.00%5CommonSOLE
09175A206BMNRBITMINE IMMERSION TECNOLOGIE$990.00%5CommonSOLE
960908507WPRTWESTPORT FUEL SYSTEMS INC$820.00%45CommonSOLE
925283103VSNTVERSANT MEDIA GROUP INC$740.00%2CommonSOLE
92206C771VMBSVANGUARD SCOTTSDALE FDS$260.00%1CommonSOLE
073463309BODITHE BEACHBODY COMPANY INC$110.00%1CommonSOLE
464287457SHYISHARES TR$50.00%0CommonSOLE
27829G106ETJEATON VANCE RISK-MANAGED DIV$10.00%0CommonSOLE

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.