MondegarAI
Avalon Trust Co

Q2 2025 · 13F-HR

Avalon Trust Coholdings as filed

Filed 2025-08-08 · accession 0001798150-25-000004

$1.37B
Reported value
400
Positions
2025-06-30
Period end
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The Brief · Avalon Trust Co · Q2 2025

AI · grounded in 13F

Avalon Trust Co established a new position in MSFT valued at $114M. The fund also initiated new stakes in NVDA for $112.7M and AVGO for $93.9M. Additional new positions include AAPL, AMZN, and GOOG.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$114.0M8.34%229,189CommonNONE
67066G104NVDANVIDIA CORPORATION$112.7M8.24%713,387CommonNONE
11135F101AVGOBROADCOM INC$93.9M6.86%340,571CommonNONE
037833100AAPLAPPLE INC$81.2M5.94%395,671CommonNONE
023135106AMZNAMAZON COM INC$78.0M5.71%355,735CommonNONE
02079K107GOOGALPHABET INC$68.1M4.98%383,714CommonNONE
46654Q575JMTGJ P MORGAN EXCHANGE TRADED F$63.5M4.65%1,265,990CommonNONE
92826C839VVISA INC$59.9M4.38%168,576CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$35.2M2.58%72,540CommonNONE
74762E102QUREQUANTA SVCS INC$35.2M2.57%93,128CommonNONE
743315103PGRPROGRESSIVE CORP$29.1M2.13%109,135CommonNONE
548661107LOWLOWES COS INC$27.4M2.00%123,521CommonNONE
92189F692PPHVANECK ETF TRUST$24.7M1.80%280,477CommonNONE
761152107RMDRESMED INC$23.8M1.74%92,208CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$23.7M1.73%127,134CommonNONE
053332102AZOAUTOZONE INC$22.2M1.62%5,982CommonNONE
336433107FSLRFIRST SOLAR INC$22.1M1.61%133,405CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$20.3M1.48%145,594CommonNONE
125896100CMSCMS ENERGY CORP$20.1M1.47%290,371CommonNONE
G54950103LINLINDE PLC$19.0M1.39%40,402CommonNONE
093712107BEBLOOM ENERGY CORP$16.4M1.20%684,792CommonNONE
464287556IBBISHARES TR$15.4M1.13%122,015CommonNONE
235851102DHRDANAHER CORPORATION$14.8M1.08%74,960CommonNONE
216648501COOCOOPER COS INC$14.7M1.08%207,030CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$14.5M1.06%35,700CommonNONE
G0403H108AONAON PLC$14.2M1.04%39,781CommonNONE
053484101AVBAVALONBAY CMNTYS INC$14.0M1.02%68,652CommonNONE
697435105PANWPALO ALTO NETWORKS INC$13.9M1.02%67,977CommonNONE
09581B103OWLBLUE OWL CAPITAL INC$13.9M1.02%723,939CommonNONE
609207105MDLZMONDELEZ INTL INC$13.8M1.01%205,250CommonNONE
92338C103VLTOVERALTO CORP$13.8M1.01%136,876CommonNONE
16115Q308GTLSCHART INDS INC$13.3M0.98%81,079CommonNONE
920253101VMIVALMONT INDS INC$13.1M0.96%40,053CommonNONE
872540109TJXTJX COS INC NEW$12.6M0.92%101,705CommonNONE
902252105TYLTYLER TECHNOLOGIES INC$11.7M0.85%19,664CommonNONE
912008109USFDUS FOODS HLDG CORP$10.8M0.79%140,425CommonNONE
81762P102NOWSERVICENOW INC$10.1M0.74%9,814CommonNONE
040413205ANETARISTA NETWORKS INC$9.4M0.69%92,086CommonNONE
02079K305GOOGLALPHABET INC$8.4M0.61%47,722CommonNONE
11276H106BIPCBROOKFIELD INFRASTRUCTURE CO$8.1M0.59%194,594CommonNONE
00724F101ADBEADOBE INC$7.4M0.54%19,209CommonNONE
032654105ADIANALOG DEVICES INC$6.4M0.46%26,711CommonNONE
G16252101BIPBROOKFIELD INFRAST PARTNERS$6.3M0.46%187,080CommonNONE
478160104JNJJOHNSON & JOHNSON$6.2M0.46%40,742CommonNONE
G6700G107NVTNVENT ELECTRIC PLC$6.2M0.45%84,949CommonNONE
41068X100HASIHA SUSTAINABLE INFRA CAP INC$4.9M0.36%181,295CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$4.7M0.35%7,687CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$4.0M0.29%7,906CommonNONE
922908769VTIVANGUARD INDEX FDS$3.7M0.27%12,326CommonNONE
N07059210ASMLASML HOLDING N V$3.7M0.27%4,577CommonNONE
615111101ONTMONTROSE ENVIRONMENTAL GROUP$3.6M0.26%164,402CommonNONE
78463V107GLDSPDR GOLD TR$3.3M0.24%10,967CommonNONE
57636Q104MAMASTERCARD INCORPORATED$3.0M0.22%5,359CommonNONE
921909768VXUSVANGUARD STAR FDS$2.9M0.21%41,577CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$2.8M0.20%6,390CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$2.2M0.16%16,000CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$2.1M0.15%2,096CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$2.0M0.15%7,541CommonNONE
48251W104KKRKKR & CO INC$1.6M0.11%11,810CommonNONE
022671101AMALAMALGAMATED FINANCIAL CORP$1.5M0.11%49,545CommonNONE
922908652VXFVANGUARD INDEX FDS$1.5M0.11%8,000CommonNONE
68389X105ORCLORACLE CORP$1.5M0.11%6,892CommonNONE
58933Y105MRKMERCK & CO INC$1.5M0.11%18,801CommonNONE
90384S303ULTAULTA BEAUTY INC$1.3M0.09%2,775CommonNONE
464287200IVVISHARES TR$1.3M0.09%2,085CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.1M0.08%3,963CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.1M0.08%7,147CommonNONE
617446448MSMORGAN STANLEY$1.1M0.08%8,000CommonNONE
11271J107BNBROOKFIELD CORP$1.1M0.08%18,000CommonNONE
136375102CNICANADIAN NATL RY CO$1.1M0.08%10,600CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$1.0M0.08%4,675CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$1.0M0.08%1,450CommonNONE
921910816MGKVANGUARD WORLD FD$897,1170.07%2,450CommonNONE
23331A109DHID R HORTON INC$870,2100.06%6,750CommonNONE
002824100ABTABBOTT LABS$853,1910.06%6,273CommonNONE
570535104MKLMARKEL GROUP INC$798,9440.06%400CommonNONE
79466L302CRMSALESFORCE INC$719,0840.05%2,637CommonNONE
526057104LENLENNAR CORP$718,9650.05%6,500CommonNONE
532457108LLYELI LILLY & CO$686,7660.05%881CommonNONE
125269100CFCF INDS HLDGS INC$644,0000.05%7,000CommonNONE
808513105SCHWSCHWAB CHARLES CORP$638,6800.05%7,000CommonNONE
92345Y106VRSKVERISK ANALYTICS INC$620,1970.05%1,991CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$618,1840.05%2,441CommonNONE
00287Y109ABBVABBVIE INC$607,3490.04%3,272CommonNONE
46429B697USMVISHARES TR$596,0750.04%6,350CommonNONE
M6372Q113KRNTKORNIT DIGITAL LTD$593,8560.04%29,827CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$593,3890.04%2,714CommonNONE
004239109AKRACADIA RLTY TR$575,6700.04%31,000CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$566,4800.04%1,000CommonNONE
65339F101NEENEXTERA ENERGY INC$552,1670.04%7,954CommonNONE
690742101OCOWENS CORNING NEW$550,0800.04%4,000CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$508,7040.04%2,485CommonNONE
88579Y101MMM3M CO$487,1680.04%3,200CommonNONE
437076102HDHOME DEPOT INC$479,1990.04%1,307CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$457,3580.03%1,483CommonNONE
931142103WMTWALMART INC$450,3750.03%4,606CommonNONE
941848103WATWATERS CORP$434,5550.03%1,245CommonNONE
713448108PEPPEPSICO INC$432,6960.03%3,277CommonNONE
921910840MGVVANGUARD WORLD FD$424,3010.03%3,234CommonNONE
922908751VBVANGUARD INDEX FDS$424,1950.03%1,790CommonNONE
464287523SOXXISHARES TR$417,7250.03%1,750CommonNONE
464288760ITAISHARES TR$413,5580.03%2,192CommonNONE
907818108UNPUNION PAC CORP$409,7730.03%1,781CommonNONE
370334104GISGENERAL MLS INC$409,1960.03%7,898CommonNONE
46090E103QQQINVESCO QQQ TR$399,9390.03%725CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$391,7990.03%721CommonNONE
92204A207VDCVANGUARD WORLD FD$388,7250.03%1,775CommonNONE
89832Q109TFCTRUIST FINL CORP$377,2380.03%8,775CommonNONE
922908553VNQVANGUARD INDEX FDS$351,7870.03%3,950CommonNONE
30231G102XOMEXXON MOBIL CORP$339,2470.02%3,147CommonNONE
30303M102METAMETA PLATFORMS INC$338,7840.02%459CommonNONE
464287507IJHISHARES TR$335,7760.02%5,414CommonNONE
17275R102CSCOCISCO SYS INC$325,1850.02%4,687CommonNONE
98978V103ZTSZOETIS INC$316,1110.02%2,027CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$303,9020.02%9,800CommonNONE
682680103OKEONEOK INC NEW$302,2760.02%3,703CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$301,1580.02%6,960CommonNONE
832696405SJMSMUCKER J M CO$294,6000.02%3,000CommonNONE
060505104BACBANK AMERICA CORP$288,5580.02%6,098CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$286,7370.02%1,266CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$281,2210.02%954CommonNONE
464288307IMCGISHARES TR$280,8050.02%3,500CommonNONE
78464A631XARSPDR SERIES TRUST$270,0040.02%1,280CommonNONE
446413106HIIHUNTINGTON INGALLS INDS INC$264,6410.02%1,096CommonNONE
911363109URIUNITED RENTALS INC$262,9370.02%349CommonNONE
74340W103PLDPROLOGIS INC.$261,7490.02%2,490CommonNONE
92204A876VPUVANGUARD WORLD FD$257,1760.02%1,457CommonNONE
21873S108CRWVCOREWEAVE INC$250,1350.02%1,534CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$244,3830.02%1,332CommonNONE
278865100ECLECOLAB INC$242,4960.02%900CommonNONE
316092865FUTYFIDELITY COVINGTON TRUST$241,9600.02%4,600CommonNONE
501889208LKQLKQ CORP$240,5650.02%6,500CommonNONE
580135101MCDMCDONALDS CORP$238,1190.02%815CommonNONE
464287655IWMISHARES TR$226,5800.02%1,050CommonNONE
00206R102TAT&T INC$217,5110.02%7,516CommonNONE
88160R101TSLATESLA INC$210,2910.02%662CommonNONE
670100205NVONOVO-NORDISK A S$207,8200.02%3,011CommonNONE
46434V878ICSHISHARES TR$207,7590.02%4,097CommonNONE
191216100KOCOCA COLA CO$196,7210.01%2,781CommonNONE
91913Y100VLOVALERO ENERGY CORP$195,0870.01%1,451CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$192,8860.01%1,447CommonNONE
03073E105CORCENCORA INC$191,9040.01%640CommonNONE
464287176TIPISHARES TR$189,6740.01%1,724CommonNONE
038222105AMATAPPLIED MATLS INC$183,0700.01%1,000CommonNONE
31428X106FDXFEDEX CORP$181,8480.01%800CommonNONE
882508104TXNTEXAS INSTRS INC$181,4600.01%874CommonNONE
896239100TRMBTRIMBLE INC$179,6170.01%2,364CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$178,6750.01%1,722CommonNONE
291011104EMREMERSON ELEC CO$173,3290.01%1,300CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$173,0500.01%1,920CommonNONE
125523100CITHE CIGNA GROUP$170,9100.01%517CommonNONE
655844108NSCNORFOLK SOUTHN CORP$167,9840.01%656CommonNONE
149123101CATCATERPILLAR INC$163,4370.01%421CommonNONE
464287473IWSISHARES TR$161,3870.01%1,221CommonNONE
65473P105NINISOURCE INC$161,3600.01%4,000CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$157,1100.01%3,000CommonNONE
64110L106NFLXNETFLIX INC$154,0000.01%115CommonNONE
538034109LYVLIVE NATION ENTERTAINMENT IN$151,2800.01%1,000CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$151,1240.01%1,065CommonNONE
66987V109NVSNOVARTIS AG$149,2060.01%1,233CommonNONE
855244109SBUXSTARBUCKS CORP$142,9430.01%1,560CommonNONE
92204A702VGTVANGUARD WORLD FD$141,2790.01%213CommonNONE
461202103INTUINTUIT$139,4110.01%177CommonNONE
922908363VOOVANGUARD INDEX FDS$139,1680.01%245CommonNONE
922908744VTVVANGUARD INDEX FDS$138,2190.01%782CommonNONE
46137V142PHOINVESCO EXCHANGE TRADED FD T$138,0730.01%1,975CommonNONE
036752103ELVELEVANCE HEALTH INC$136,1360.01%350CommonNONE
126408103CSXCSX CORP$135,7410.01%4,160CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$133,0070.01%445CommonNONE
78409V104SPGIS&P GLOBAL INC$132,8780.01%252CommonNONE
87612E106TGTTARGET CORP$129,7250.01%1,315CommonNONE
46138E651PIOINVESCO EXCH TRADED FD TR II$128,7060.01%2,881CommonNONE
466313103JBLJABIL INC$127,8070.01%586CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$127,3110.01%1,713CommonNONE
375558103GILDGILEAD SCIENCES INC$126,3920.01%1,140CommonNONE
H1467J104CBCHUBB LIMITED$123,4210.01%426CommonNONE
166764100CVXCHEVRON CORP NEW$122,8580.01%858CommonNONE
98389B100XELXCEL ENERGY INC$122,5800.01%1,800CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$122,4900.01%1,500CommonNONE
464287804IJRISHARES TR$120,5060.01%1,103CommonNONE
369604301GEGE AEROSPACE$117,8850.01%458CommonNONE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$114,7020.01%700CommonNONE
94106L109WMWASTE MGMT INC DEL$114,4100.01%500CommonNONE
46654Q104JCPIJ P MORGAN EXCHANGE TRADED F$114,1690.01%2,366CommonNONE
009158106APDAIR PRODS & CHEMS INC$110,0040.01%390CommonNONE
75513E101RTXRTX CORPORATION$109,5150.01%750CommonNONE
464287598IWDISHARES TR$108,4330.01%558CommonNONE
591774104MCBMETROPOLITAN BK HLDG CORP$105,0000.01%1,500CommonNONE
72201R833MINTPIMCO ETF TR$104,5570.01%1,040CommonNONE
72407810062CPIPER SANDLER COMPANIES$104,2280.01%375CommonNONE
34959E109FTNTFORTINET INC$104,1350.01%985CommonNONE
25746U109DDOMINION ENERGY INC$103,9750.01%1,840CommonNONE
46138E263CGWINVESCO EXCH TRADED FD TR II$103,6330.01%1,658CommonNONE
032108664HACKAMPLIFY ETF TR$101,4850.01%1,175CommonNONE
687793109OSCROSCAR HEALTH INC$99,3320.01%4,633CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$98,1040.01%1,669CommonNONE
436440101HO1HOLOGIC INC$97,7400.01%1,500CommonNONE
464287622IWBISHARES TR$96,7780.01%285CommonNONE
97717X701HEDJWISDOMTREE TR$96,2400.01%2,000CommonNONE
464287465EFAISHARES TR$95,5970.01%1,069CommonNONE
09260D107BXBLACKSTONE INC$94,6850.01%633CommonNONE
92204A504VHTVANGUARD WORLD FD$93,2040.01%375CommonNONE
464287499IWRISHARES TR$91,9700.01%1,000CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$90,8700.01%500CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$90,6300.01%3,420CommonNONE
281020107EIXEDISON INTL$88,3400.01%1,712CommonNONE
G29183103ETNEATON CORP PLC$87,8200.01%246CommonNONE
760759100RSGREPUBLIC SVCS INC$86,3140.01%350CommonNONE
946760105CLMBCLIMB GLOBAL SOLUTIONS INC$85,5280.01%800CommonNONE
66538H211FMCXNORTHERN LTS FD TR IV$85,4910.01%2,600CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$85,4520.01%1,846CommonNONE
674599105OXYOCCIDENTAL PETE CORP$84,0200.01%2,000CommonNONE
46428Q109SLVISHARES SILVER TR$83,6660.01%2,550CommonNONE
693718108PCARPACCAR INC$83,1780.01%875CommonNONE
817565104SCISERVICE CORP INTL$81,4000.01%1,000CommonNONE
59156R108METMETLIFE INC$80,4200.01%1,000CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$76,8880.01%800CommonNONE
025816109AXPAMERICAN EXPRESS CO$76,2370.01%239CommonNONE
33939L795NFRAFLEXSHARES TR$74,2890.01%1,201CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$73,6520.01%1,699CommonNONE
253868103DLRDIGITAL RLTY TR INC$72,6960.01%417CommonNONE
959802109WUWESTERN UN CO$72,4120.01%8,600CommonNONE
55336V100MPLXMPLX LP$71,4450.01%1,387CommonNONE
776696106ROPROPER TECHNOLOGIES INC$71,4220.01%126CommonNONE
46641Q217BBJPJ P MORGAN EXCHANGE TRADED F$71,2950.01%1,154CommonNONE
654106103NKENIKE INC$71,0400.01%1,000CommonNONE
92939U106WECWEC ENERGY GROUP INC$69,3980.01%666CommonNONE
464288448IDVISHARES TR$69,0200.01%2,000CommonNONE
36828A101GEVGE VERNOVA INC$67,7320.00%128CommonNONE
67086U406OLBOLB GROUP INC$67,4140.00%36,050CommonNONE
780087102RYROYAL BK CDA$65,7750.00%500CommonNONE
231021106CMICUMMINS INC$65,5000.00%200CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$64,0950.00%1,296CommonNONE
740444104PLPCPREFORMED LINE PRODS CO$63,9240.00%400CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$62,5680.00%800CommonNONE
949746101WMT2WELLS FARGO CO NEW$61,6930.00%770CommonNONE
023608102AEEAMEREN CORP$58,9690.00%614CommonNONE
49456B101KMIKINDER MORGAN INC DEL$58,8000.00%2,000CommonNONE
78464A870XBISPDR SERIES TRUST$58,3770.00%704CommonNONE
494368103KMBKIMBERLY-CLARK CORP$58,0140.00%450CommonNONE
46137V373RSPSINVESCO EXCHANGE TRADED FD T$57,8430.00%1,930CommonNONE
69374H857CALFPACER FDS TR$57,7320.00%1,450CommonNONE
451107106IDAIDACORP INC$57,7250.00%500CommonNONE
83444M101SOLVSOLVENTUM CORP$56,8800.00%750CommonNONE
695156109PKGPACKAGING CORP AMER$56,5350.00%300CommonNONE
464288810IHIISHARES TR$56,3760.00%900CommonNONE
031162100AMGNAMGEN INC$55,8420.00%200CommonNONE
12503M108CBOECBOE GLOBAL MKTS INC$54,8050.00%235CommonNONE
194162103CLCOLGATE PALMOLIVE CO$53,8130.00%592CommonNONE
42809H107HESHESS CORP$53,3380.00%385CommonNONE
55277P104MGEEMGE ENERGY INC$53,0640.00%600CommonNONE
929160109VMCVULCAN MATLS CO$52,1640.00%200CommonNONE
747525103QCOMQUALCOMM INC$52,0790.00%327CommonNONE
03990B101ARESARES MANAGEMENT CORPORATION$51,7870.00%299CommonNONE
962166104WYWEYERHAEUSER CO MTN BE$51,2520.00%1,995CommonNONE
G3265R107APTVAPTIV PLC$51,1650.00%750CommonNONE
68235P108OGSONE GAS INC$51,0500.00%710CommonNONE
92189H201ITMVANECK ETF TRUST$50,0170.00%1,100CommonNONE
92203C303VUSBVANGUARD BD INDEX FDS$49,8650.00%1,000CommonNONE
46432F388VLUEISHARES TR$49,2470.00%435CommonNONE
922907746VTEBVANGUARD MUN BD FDS$48,7360.00%994CommonNONE
31488V107FERGFERGUSON ENTERPRISES INC$48,5590.00%223CommonNONE
18539C204CWENCLEARWAY ENERGY INC$48,0000.00%1,500CommonNONE
052769106ADSKAUTODESK INC$47,9840.00%155CommonNONE
313745101FRTFEDERAL RLTY INVT TR NEW$47,4950.00%500CommonNONE
46641Q225BBCAJ P MORGAN EXCHANGE TRADED F$46,8060.00%580CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$46,7360.00%1,600CommonNONE
858119100STLDSTEEL DYNAMICS INC$46,7130.00%365CommonNONE
902973304USBUS BANCORP DEL$46,3820.00%1,025CommonNONE
29250N105ENBENBRIDGE INC$45,3200.00%1,000CommonNONE
888787108TOSTTOAST INC$44,2900.00%1,000CommonNONE
02209S103MOALTRIA GROUP INC$43,9730.00%750CommonNONE
05478C105AZEKAZEK CO INC$43,4800.00%800CommonNONE
316773100FITBFIFTH THIRD BANCORP$41,1300.00%1,000CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$40,0600.00%130CommonNONE
512807306LRCXLAM RESEARCH CORP$39,9100.00%410CommonNONE
863667101SYKSTRYKER CORPORATION$39,5630.00%100CommonNONE
09352U108BLNDBLEND LABS INC$39,3990.00%11,939CommonNONE
26614N102DDDUPONT DE NEMOURS INC$39,0970.00%570CommonNONE
98419M100XYLXYLEM INC$38,8080.00%300CommonNONE
46641Q233BBAXJ P MORGAN EXCHANGE TRADED F$37,6050.00%690CommonNONE
G87052109TELTE CONNECTIVITY PLC$37,4240.00%222CommonNONE
46434V282LRGFISHARES TR$37,1960.00%580CommonNONE
904767704UNILEVER PLC$36,7020.00%600CommonNONE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$35,9010.00%475CommonNONE
550021109LULULULULEMON ATHLETICA INC$35,6370.00%150CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$35,2300.00%113CommonNONE
46429B663HDVISHARES TR$35,1510.00%300CommonNONE
172967424CCITIGROUP INC$34,0480.00%400CommonNONE
233051481DEUSDBX ETF TR$33,7290.00%600CommonNONE
042068205ARMARM HOLDINGS PLC$32,3480.00%200CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$31,6860.00%295CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$31,5940.00%470CommonNONE
464287630IWNISHARES TR$31,5520.00%200CommonNONE
09290D101BLKBLACKROCK INC$31,4780.00%30CommonNONE
00790R104WMSADVANCED DRAIN SYS INC DEL$31,0130.00%270CommonNONE
09073M104TECHBIO-TECHNE CORP$30,6650.00%596CommonNONE
67080M103NRIXNURIX THERAPEUTICS INC$30,1840.00%2,650CommonNONE
26154D100DFHDREAM FINDERS HOMES INC$30,1560.00%1,200CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$29,4900.00%381CommonNONE
37954Y673PAVEGLOBAL X FDS$29,2430.00%671CommonNONE
46137V332RSPHINVESCO EXCHANGE TRADED FD T$29,1800.00%1,000CommonNONE
717081103PFEPFIZER INC$28,4340.00%1,173CommonNONE
20030N101CMCSACOMCAST CORP NEW$27,4260.00%768CommonNONE
37954Y715BOTZGLOBAL X FDS$27,1650.00%832CommonNONE
68401U204OPRXOPTIMIZERX CORP$27,0000.00%2,000CommonNONE
040712101ARKRARK RESTAURANTS CORP$27,0000.00%3,000CommonNONE
45168D104IDXXIDEXX LABS INC$26,8170.00%50CommonNONE
86765K109SUNSUNOCO LP/SUNOCO FIN CORP$26,7950.00%500CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$26,2500.00%50CommonNONE
302491303FMCFMC CORP$25,0500.00%600CommonNONE
046353108AZNNASTRAZENECA PLC$24,4920.00%350CommonNONE
92206C706VGITVANGUARD SCOTTSDALE FDS$21,0540.00%352CommonNONE
41013V100HTDHANCOCK JOHN TAX-ADVANTAGED$20,9880.00%897CommonNONE
316092840FDVVFIDELITY COVINGTON TRUST$20,8080.00%400CommonNONE
464287614IWFISHARES TR$20,8050.00%49CommonNONE
511795106LAKELAKELAND INDS INC$20,4150.00%1,500CommonNONE
852234103XYZBLOCK INC$20,3790.00%300CommonNONE
701769507PRCSPARNASSUS INCOME FDS$20,3670.00%800CommonNONE
594972408MSTRMICROSTRATEGY INC$20,2120.00%50CommonNONE
75134P600METCRAMACO RES INC$18,9880.00%1,445CommonNONE
636274409NGGNATIONAL GRID PLC$18,9750.00%255CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$18,0800.00%43CommonNONE
477839104JBTMJBT MAREL CORPORATION$17,7990.00%148CommonNONE
969457100WMBWILLIAMS COS INC$17,7760.00%283CommonNONE
744320102PRUPRUDENTIAL FINL INC$17,6200.00%164CommonNONE
G5960L103MDTMEDTRONIC PLC$17,4340.00%200CommonNONE
G3730V105FTAIFTAI AVIATION LTD$17,2560.00%150CommonNONE
032095101APHAMPHENOL CORP NEW$17,1830.00%174CommonNONE
45687V106IRINGERSOLL RAND INC$16,1370.00%194CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$16,1150.00%21CommonNONE
49177J102KVUEKENVUE INC$15,6980.00%750CommonNONE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$15,3250.00%50CommonNONE
464287887IJTISHARES TR$14,3690.00%108CommonNONE
88583P104SCWO374WATER INC$13,9450.00%43,000CommonNONE
58155Q103MCKMCKESSON CORP$13,9230.00%19CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$13,4760.00%134CommonNONE
42328H109HLIOHELIOS TECHNOLOGIES INC$13,3480.00%400CommonNONE
58733R102MELIMERCADOLIBRE INC$13,0690.00%5CommonNONE
615369105MCOMOODYS CORP$12,5400.00%25CommonNONE
86333M108LRNSTRIDE INC$11,9060.00%82CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$11,7460.00%104CommonNONE
500754106KHCKRAFT HEINZ CO$11,6190.00%450CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$10,9250.00%50CommonNONE
922908538VOTVANGUARD INDEX FDS$10,5230.00%37CommonNONE
009066101ABNBAIRBNB INC$9,9260.00%75CommonNONE
11285B108BEPCBROOKFIELD RENEWABLE CORP$9,8340.00%300CommonNONE
H01301128ALCALCON AG$8,8280.00%100CommonNONE
G02602103DOXAMDOCS LTD$8,7540.00%96CommonNONE
199908104FIXCOMFORT SYS USA INC$8,5800.00%16CommonNONE
M2682V108CYBRCYBERARK SOFTWARE LTD$8,5450.00%21CommonNONE
21924B302CLMCORNERSTONE STRATEGIC INVEST$8,1200.00%1,000CommonNONE
05550J101BJBJS WHSL CLUB HLDGS INC$7,9800.00%74CommonNONE
824348106SHWSHERWIN WILLIAMS CO$7,5540.00%22CommonNONE
30161N101EXCEXELON CORP$7,2950.00%168CommonNONE
882681109TXRHTEXAS ROADHOUSE INC$6,7470.00%36CommonNONE
53626N102LIONLIONSGATE STUDIOS CORP$6,5080.00%1,120CommonNONE
25659T107DLBDOLBY LABORATORIES INC$6,3740.00%86CommonNONE
097023105BABOEING CO$6,2860.00%30CommonNONE
012653101ALBALBEMARLE CORP$6,2670.00%100CommonNONE
M8216R109RSKDRISKIFIED LTD$6,0530.00%1,213CommonNONE
020002101ALLALLSTATE CORP$6,0400.00%30CommonNONE
26875P101EOGEOG RES INC$5,9810.00%50CommonNONE
71377A103PFGCPERFORMANCE FOOD GROUP CO$5,6860.00%65CommonNONE
50155Q100KDKYNDRYL HLDGS INC$5,2450.00%125CommonNONE
149568107CVCOCAVCO INDS INC DEL$5,2140.00%12CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$4,7810.00%417CommonNONE
76131D103QSRRESTAURANT BRANDS INTL INC$4,7730.00%72CommonNONE
92846Q107COCOVITA COCO CO INC$4,5490.00%126CommonNONE
29444U700EQIXEQUINIX INC$3,9780.00%5CommonNONE
26969P108EXPEAGLE MATLS INC$3,8410.00%19CommonNONE
285512109EAELECTRONIC ARTS INC$3,8330.00%24CommonNONE
438516106HONHONEYWELL INTL INC$3,4940.00%15CommonNONE
49714P108KNSLKINSALE CAP GROUP INC$3,3880.00%7CommonNONE
95058W100WENWENDYS CO$3,2440.00%284CommonNONE
M0740A116DRTSWALPHA TAU MEDICAL LTD$3,1930.00%14,500CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$3,1850.00%43CommonNONE
922908629VOVANGUARD INDEX FDS$3,0790.00%11CommonNONE
29355A107ENPHENPHASE ENERGY INC$2,9740.00%75CommonNONE
75134P501METCBRAMACO RES INC$2,9300.00%358CommonNONE
217204106CPRTCOPART INC$2,7480.00%56CommonNONE
G97822103PRGOPERRIGO CO PLC$2,6720.00%100CommonNONE
452327109ILMNILLUMINA INC$2,3860.00%25CommonNONE
76954A103RIVNRIVIAN AUTOMOTIVE INC$2,1990.00%160CommonNONE
72352L106PINSPINTEREST INC$1,7930.00%50CommonNONE
23256X407HELPCYBIN INC$1,6530.00%197CommonNONE
055622104BPBP PLC$1,1980.00%40CommonNONE
855919106STRZSTARZ ENTERTAINMENT CORP.$1,1900.00%74CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$9510.00%9CommonNONE
83417M104SEDGSOLAREDGE TECHNOLOGIES INC$9180.00%45CommonNONE
184499101CLNECLEAN ENERGY FUELS CORP$7020.00%360CommonNONE
44888K407HYFMHYDROFARM HLDGS GROUP INC$3740.00%100CommonNONE
550241103LUMNLUMEN TECHNOLOGIES INC$3510.00%80CommonNONE
88076W103TDCTERADATA CORP DEL$2680.00%12CommonNONE
384747101GRALGRAIL INC$2060.00%4CommonNONE
63001N106NATLNCR ATLEOS CORPORATION$1720.00%6CommonNONE
91347P105OLEDUNIVERSAL DISPLAY CORP$1550.00%1CommonNONE
62886E108VYXNCR VOYIX CORPORATION$1410.00%12CommonNONE
20460L104SPWRCOMPLETE SOLARIA INC$960.00%52CommonNONE
960908507WPRTWESTPORT FUEL SYSTEMS INC$410.00%13CommonNONE

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.