MondegarAI
Texas Capital Bank Wealth Management Services Inc

Q4 2025 · 13F-HR

Texas Capital Bank Wealth Management Services Incholdings as filed

Filed 2026-02-09 · accession 0001802655-26-000002

$1.73B
Reported value
338
Positions
2025-12-31
Period end
View analyzed profile →PRO

The Brief · Texas Capital Bank Wealth Management Services Inc · Q4 2025

AI · grounded in 13F

Texas Capital Bank Wealth Management Services Inc closed its position in GRNY, reducing its holdings by $2,630,272. The fund also exited its position in VBTX, resulting in a $1,485,312 decrease. On the buy side, the fund increased its stake in IBIT by 9,320% and grew its position in VTEB by 278.95%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOVANGUARD INDEX FDS$427.3M24.6%681,295CommonSOLE
67066G104NVDANVIDIA CORPORATION$151.8M8.76%813,901CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$100.9M5.82%2,032,648CommonSOLE
46432F842IEFAISHARES TR$64.7M3.73%723,732CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$46.7M2.69%928,015CommonSOLE
037833100AAPLAPPLE INC$45.9M2.65%168,788CommonSOLE
46434G103IEMGISHARES INC$38.3M2.21%570,229CommonSOLE
88224Q107TCBITEXAS CAP BANCSHARES INC$31.6M1.82%349,089CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$31.3M1.81%45,933CommonSOLE
594918104MSFTMICROSOFT CORP$29.2M1.68%60,277CommonSOLE
464287226AGGISHARES TR$26.0M1.50%260,802CommonSOLE
464287499IWRISHARES TR$24.9M1.44%258,585CommonSOLE
464287507IJHISHARES TR$24.6M1.42%373,184CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$21.6M1.25%345,687CommonSOLE
922908637VVVANGUARD INDEX FDS$20.3M1.17%64,394CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$19.9M1.15%61,893CommonSOLE
512807306LRCXLAM RESEARCH CORP$18.8M1.08%109,828CommonSOLE
464287622IWBISHARES TR$15.8M0.91%42,267CommonSOLE
30303M102METAMETA PLATFORMS INC$15.7M0.91%23,800CommonSOLE
244199105DEDEERE & CO$15.4M0.89%33,040CommonSOLE
023135106AMZNAMAZON COM INC$15.4M0.89%66,542CommonSOLE
532457108LLYELI LILLY & CO$14.5M0.84%13,533CommonSOLE
482480100KLACKLA CORP$14.2M0.82%11,723CommonSOLE
921910816MGKVANGUARD WORLD FD$13.7M0.79%33,103CommonSOLE
149123101CATCATERPILLAR INC$13.6M0.78%23,738CommonSOLE
032095101APHAMPHENOL CORP NEW$13.4M0.77%99,214CommonSOLE
464287804IJRISHARES TR$13.3M0.77%110,450CommonSOLE
617446448MSMORGAN STANLEY$13.2M0.76%74,097CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$12.1M0.70%21,205CommonSOLE
29273V100ETENERGY TRANSFER L P$12.0M0.70%730,689CommonSOLE
464287309IVWISHARES TR$11.5M0.66%93,303CommonSOLE
922908629VOVANGUARD INDEX FDS$10.6M0.61%36,421CommonSOLE
68389X105ORCLORACLE CORP$10.4M0.60%53,486CommonSOLE
872540109TJXTJX COS INC NEW$10.2M0.59%66,286CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$9.4M0.54%10,928CommonSOLE
30231G102XOMEXXON MOBIL CORP$9.4M0.54%77,993CommonSOLE
461202103INTUINTUIT$9.1M0.53%13,798CommonSOLE
02079K305GOOGLALPHABET INC$8.7M0.50%27,910CommonSOLE
437076102HDHOME DEPOT INC$8.6M0.50%25,003CommonSOLE
65339F101NEENEXTERA ENERGY INC$8.3M0.48%103,222CommonSOLE
02079K107GOOGALPHABET INC$7.8M0.45%24,698CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$7.2M0.42%18,613CommonSOLE
235851102DHRDANAHER CORPORATION$7.1M0.41%30,995CommonSOLE
55354G100MSCIMSCI INC$6.8M0.39%11,880CommonSOLE
464287150ITOTISHARES TR$6.0M0.34%40,094CommonSOLE
921910840MGVVANGUARD WORLD FD$5.8M0.33%41,137CommonSOLE
921932885IVOOVANGUARD ADMIRAL FDS INC$5.6M0.32%50,063CommonSOLE
11135F101AVGOBROADCOM INC$5.4M0.31%15,556CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$5.3M0.31%16,047CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$5.2M0.30%24,401CommonSOLE
04010L103ARCCARES CAPITAL CORP$4.9M0.28%241,090CommonSOLE
060505104BACBANK AMERICA CORP$4.5M0.26%82,181CommonSOLE
69121K104OBDCBLUE OWL CAPITAL CORPORATION$4.3M0.25%342,867CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$4.1M0.24%23,088CommonSOLE
166764100CVXCHEVRON CORP NEW$4.1M0.24%26,903CommonSOLE
464287465EFAISHARES TR$4.0M0.23%41,983CommonSOLE
92826C839VVISA INC$3.9M0.23%11,152CommonSOLE
00724F101ADBEADOBE INC$3.9M0.22%11,049CommonSOLE
478160104JNJJOHNSON & JOHNSON$3.8M0.22%18,394CommonSOLE
85571B105STWDSTARWOOD PPTY TR INC$3.6M0.21%200,107CommonSOLE
46434V621DGROISHARES TR$3.5M0.20%50,598CommonSOLE
88160R101TSLATESLA INC$3.4M0.20%7,640CommonSOLE
46090E103QQQINVESCO QQQ TR$3.3M0.19%5,414CommonSOLE
83012A109TSLXSIXTH STREET SPECIALTY LENDI$3.3M0.19%153,014CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$3.2M0.19%14,734CommonSOLE
25434V500DFASDIMENSIONAL ETF TRUST$3.1M0.18%44,934CommonSOLE
371927104GELGENESIS ENERGY L P$3.1M0.18%200,000CommonSOLE
78464A375SPIBSPDR SERIES TRUST$3.1M0.18%90,990CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$3.1M0.18%6,070CommonSHARED
042068205ARMARM HOLDINGS PLC$3.0M0.17%27,500CommonNONE
33939L845QDEFFLEXSHARES TR$2.9M0.17%35,446CommonSHARED
00287Y109ABBVABBVIE INC$2.8M0.16%12,196CommonSOLE
464287614IWFISHARES TR$2.7M0.15%5,652CommonSHARED
742718109PGPROCTER AND GAMBLE CO$2.6M0.15%18,280CommonSOLE
464287200IVVISHARES TR$2.5M0.15%3,690CommonSOLE
172967424CCITIGROUP INC$2.5M0.14%21,374CommonSOLE
458140100INTCINTEL CORP$2.5M0.14%67,544CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$2.5M0.14%89,992CommonNONE
46429B663HDVISHARES TR$2.5M0.14%20,211CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$2.5M0.14%60,224CommonSOLE
27828Y108ETVEATON VANCE TAX-MANAGED BUY-$2.3M0.13%159,923CommonSOLE
43114Q105HPKHIGHPEAK ENERGY INC$2.3M0.13%476,190CommonNONE
025816109AXPAMERICAN EXPRESS CO$2.1M0.12%5,698CommonSOLE
17275R102CSCOCISCO SYS INC$2.1M0.12%27,195CommonSOLE
464288414MUBISHARES TR$2.1M0.12%19,542CommonSOLE
45259A241GRNITIDAL TRUST III$2.1M0.12%102,569CommonSOLE
67401P405OCSLOAKTREE SPECIALTY LENDING CO$2.1M0.12%162,096CommonSOLE
002824100ABTABBOTT LABS$2.1M0.12%16,438CommonSHARED
46137V357RSPINVESCO EXCHANGE TRADED FD T$2.0M0.12%10,490CommonSOLE
580135101MCDMCDONALDS CORP$2.0M0.11%6,465CommonSOLE
20825C104COPCONOCOPHILLIPS$2.0M0.11%20,924CommonSOLE
294429105EFXEQUIFAX INC$1.9M0.11%8,706CommonSHARED
58933Y105MRKMERCK & CO INC$1.9M0.11%17,755CommonSOLE
205768302CRKCOMSTOCK RES INC$1.8M0.10%77,579CommonNONE
922908769VTIVANGUARD INDEX FDS$1.8M0.10%5,314CommonSOLE
75513E105RTXRTX CORPORATION$1.8M0.10%9,703CommonSOLE
713448108PEPPEPSICO INC$1.7M0.10%12,146CommonSOLE
345370860FFORD MTR CO$1.6M0.09%124,580CommonSOLE
882508104TXNTEXAS INSTRS INC$1.6M0.09%9,397CommonSOLE
46138G649QQQMINVESCO EXCH TRADED FD TR II$1.6M0.09%6,383CommonNONE
25434V104DFAUDIMENSIONAL ETF TRUST$1.6M0.09%34,339CommonNONE
381430107GSIEGOLDMAN SACHS ETF TR$1.6M0.09%36,486CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$1.5M0.09%2CommonSOLE
291011104EMREMERSON ELEC CO$1.5M0.09%11,283CommonSOLE
438516106HONHONEYWELL INTL INC$1.5M0.09%7,661CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$1.5M0.09%2,469CommonSOLE
464287655IWMISHARES TR$1.5M0.09%6,020CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$1.5M0.08%10,206CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.5M0.08%4,813CommonSOLE
464287598IWDISHARES TR$1.4M0.08%6,830CommonSOLE
654106103NKENIKE INC$1.4M0.08%21,649CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$1.3M0.08%6,416CommonSOLE
127190304CACICACI INTL INC$1.3M0.08%2,500CommonNONE
381430503GSLCGOLDMAN SACHS ETF TR$1.3M0.08%10,007CommonSOLE
464287705IJJISHARES TR$1.3M0.07%9,844CommonSHARED
293792107EPDENTERPRISE PRODS PARTNERS L$1.3M0.07%40,226CommonSOLE
H1467J104CBCHUBB LIMITED$1.3M0.07%4,076CommonSOLE
98978V103ZTSZOETIS INC$1.3M0.07%9,974CommonSOLE
032654105ADIANALOG DEVICES INC$1.2M0.07%4,539CommonSOLE
64110L106NFLXNETFLIX INC$1.2M0.07%12,772CommonSHARED
858927106STELSTELLAR BANCORP INC$1.2M0.07%38,580CommonNONE
697435105PANWPALO ALTO NETWORKS INC$1.2M0.07%6,441CommonSHARED
931142103WMTWALMART INC$1.2M0.07%10,515CommonSOLE
88224A508MMKTTEXAS CAPITAL FUNDS TRUST$1.2M0.07%11,578CommonSOLE
254067101DDSDILLARDS INC$1.2M0.07%1,900CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$1.1M0.07%9,688CommonSHARED
031162100AMGNAMGEN INC$1.1M0.07%3,450CommonSOLE
88224A102TXSTEXAS CAPITAL FUNDS TRUST$1.1M0.06%31,676CommonSOLE
464287671IUSGISHARES TR$1.1M0.06%6,507CommonSOLE
97717Y527USFRWISDOMTREE TR$1.1M0.06%21,635CommonNONE
00846U101AAGILENT TECHNOLOGIES INC$1.1M0.06%7,937CommonSOLE
254687106DISDISNEY WALT CO$1.0M0.06%9,141CommonSOLE
25380B102DGXXDIGI PWR X INC$1.0M0.06%405,001CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$1.0M0.06%58,722CommonSHARED
548661107LOWLOWES COS INC$1.0M0.06%4,209CommonSOLE
94106L109WMWASTE MGMT INC DEL$1.0M0.06%4,611CommonSHARED
808524631SCYBSCHWAB STRATEGIC TR$990,8560.06%37,504CommonNONE
82509L107SHOPSHOPIFY INC$970,6500.06%6,030CommonSHARED
G1151C101ACNACCENTURE PLC IRELAND$954,8800.06%3,559CommonSOLE
172573107CRCLCIRCLE INTERNET GROUP INC$952,6310.05%12,013CommonNONE
278865100ECLECOLAB INC$951,1100.05%3,623CommonSOLE
642045108AESIATLAS ENERGY SOLUTIONS INC$942,0000.05%100,000CommonSOLE
278768106SATSECHOSTAR CORP$913,0800.05%8,400CommonSOLE
747525103QCOMQUALCOMM INC$906,9070.05%5,302CommonSOLE
708062104PNNTPENNANTPARK INVT CORP$906,1170.05%152,033CommonSOLE
46436E718SGOVISHARES TR$881,3360.05%8,780CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$870,3340.05%1,502CommonSOLE
79466L302CRMSALESFORCE INC$868,9050.05%3,280CommonSOLE
453038408IMOIMPERIAL OIL LTD$863,1000.05%10,000CommonNONE
808524607SCHASCHWAB STRATEGIC TR$854,2860.05%29,996CommonNONE
375558103GILDGILEAD SCIENCES INC$851,4480.05%6,937CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$843,2390.05%4,150CommonSOLE
369604301GEGE AEROSPACE$839,0730.05%2,724CommonSOLE
78464A508SPYVSPDR SERIES TRUST$829,5390.05%14,602CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$825,7490.05%4,451CommonSHARED
863667101SYKSTRYKER CORPORATION$824,9000.05%2,347CommonSOLE
464287408IVEISHARES TR$819,6510.05%3,865CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$787,0090.05%29,246CommonSOLE
191216100KOCOCA COLA CO$785,8580.05%11,241CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$785,5930.05%2,676CommonSOLE
701094104PHPARKER-HANNIFIN CORP$784,9110.05%893CommonSHARED
92204A702VGTVANGUARD WORLD FD$780,1620.05%1,035CommonSOLE
45378A106IRTINDEPENDENCE RLTY TR INC$775,6230.04%44,372CommonNONE
89832Q109TFCTRUIST FINL CORP$770,8250.04%15,664CommonSOLE
501044101KRKROGER CO$768,1920.04%12,295CommonSOLE
921937827BSVVANGUARD BD INDEX FDS$763,9840.04%9,694CommonSOLE
949746101WMT2WELLS FARGO CO NEW$758,5550.04%8,139CommonSOLE
907818108UNPUNION PAC CORP$739,5300.04%3,197CommonSOLE
001055102AFLAFLAC INC$739,3600.04%6,705CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$737,5010.04%1,270CommonSOLE
922908744VTVVANGUARD INDEX FDS$716,5940.04%3,752CommonSOLE
46438R105ETHAISHARES ETHEREUM TR$709,2590.04%31,621CommonSOLE
09260D107BXBLACKSTONE INC$700,2580.04%4,543CommonSOLE
91733P107USARUSA RARE EARTH INC$696,1500.04%58,500CommonNONE
09290D101BLKBLACKROCK INC$695,7210.04%650CommonSOLE
78463V107GLDSPDR GOLD TR$683,2380.04%1,724CommonSOLE
Q4982L109IRENIREN LIMITED$666,9050.04%17,657CommonNONE
88636X708ULTYTIDAL TRUST II$656,3730.04%17,583CommonSOLE
717081103PFEPFIZER INC$650,4880.04%26,124CommonSOLE
92203C303VUSBVANGUARD BD INDEX FDS$634,7620.04%12,736CommonNONE
097023105BABOEING CO$602,0740.03%2,773CommonSOLE
81762P102NOWSERVICENOW INC$602,0370.03%3,930CommonSHARED
84472E106SSBSOUTHSTATE BK CORP$590,4460.03%6,274CommonNONE
005083100ACTUACTUATE THERAPEUTICS INC$578,9030.03%94,592CommonSOLE
126408103CSXCSX CORP$578,8040.03%15,967CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$574,7730.03%2,221CommonSOLE
718546104PSXPHILLIPS 66$570,7440.03%4,423CommonSHARED
704326107PAYXPAYCHEX INC$566,9580.03%5,054CommonSOLE
969457100WMBWILLIAMS COS INC$558,2420.03%9,287CommonSHARED
053015103ADPAUTOMATIC DATA PROCESSING IN$550,9870.03%2,142CommonSOLE
369550108GDGENERAL DYNAMICS CORP$546,7360.03%1,624CommonSHARED
025537101AEPAMERICAN ELEC PWR CO INC$546,6850.03%4,741CommonSOLE
G29183103ETNEATON CORP PLC$535,7340.03%1,682CommonSOLE
902973304USBUS BANCORP DEL$532,4790.03%9,979CommonSOLE
33738D101EMLPFIRST TR EXCHANGE-TRADED FD$531,3160.03%14,030CommonNONE
89417E113TRAVELERS COMPANIES INC$527,3290.03%1,818CommonSHARED
459200101IBMINTERNATIONAL BUSINESS MACHS$517,7750.03%1,748CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$509,1980.03%2,101CommonSHARED
855244109SBUXSTARBUCKS CORP$504,5860.03%5,992CommonSOLE
26922A420QTUMETF SER SOLUTIONS$499,2820.03%4,553CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$498,6820.03%1,539CommonSOLE
464287606IJKISHARES TR$496,0260.03%5,120CommonSOLE
36828A101GEVGE VERNOVA INC$490,1770.03%750CommonSHARED
02156V109OKLOOKLO INC$488,2550.03%6,804CommonNONE
46435U853USHYISHARES TR$488,0420.03%13,051CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$476,2220.03%1,224CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$470,4450.03%7,383CommonSOLE
297178105ESSESSEX PPTY TR INC$467,0990.03%1,785CommonSHARED
842587107SOSOUTHERN CO$466,9560.03%5,355CommonSOLE
901109108TPCTUTOR PERINI CORP$464,6500.03%6,933CommonSOLE
17253J106CIFRCIPHER MINING INC$461,1020.03%31,240CommonNONE
67071L106NVGNUVEEN AMT FREE MUN CR INC F$453,7470.03%35,841CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$446,9890.03%1,430CommonSOLE
780259305SHELSHELL PLC$433,8990.03%5,905CommonSOLE
372460105GPCGENUINE PARTS CO$430,4830.02%3,501CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$412,5840.02%3,554CommonSOLE
808524672SCHYSCHWAB STRATEGIC TR$411,2770.02%13,792CommonNONE
464287481IWPISHARES TR$410,8200.02%3,000CommonSOLE
125523100CITHE CIGNA GROUP$410,6430.02%1,492CommonSHARED
H2906T109GRMNGARMIN LTD$406,9170.02%2,006CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$405,1080.02%12,419CommonSOLE
680223104ORIOLD REP INTL CORP$403,8230.02%8,848CommonNONE
609207105MDLZMONDELEZ INTL INC$398,0190.02%7,394CommonSOLE
48251W104KKRKKR & CO INC$393,7850.02%3,089CommonSOLE
40434L105HPQHP INC$393,0860.02%17,643CommonSOLE
33939L407GUNRFLEXSHARES TR$380,7840.02%8,305CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$376,0330.02%2,321CommonSOLE
260003108DOVDOVER CORP$366,0750.02%1,875CommonSHARED
053484101AVBAVALONBAY CMNTYS INC$364,6140.02%2,011CommonSOLE
74340W103PLDPROLOGIS INC.$361,5340.02%2,832CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$361,3120.02%1,619CommonSHARED
22052L104CTVACORTEVA INC$351,5730.02%5,245CommonSHARED
74347X633UYGPROSHARES TR$351,4260.02%3,829CommonNONE
872280102CGBDCARLYLE SECURED LENDING INC$351,2810.02%28,125CommonSOLE
03076C106AMPAMERIPRISE FINL INC$346,1800.02%706CommonSHARED
620076307MSIMOTOROLA SOLUTIONS INC$345,3710.02%901CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$342,1890.02%670CommonSHARED
594972408MSTRSTRATEGY INC$341,5830.02%2,248CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$339,1670.02%1,307CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$337,6260.02%4,132CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$336,3910.02%2,077CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$336,0410.02%1,914CommonSOLE
46137V613PRFINVESCO EXCHANGE TRADED FD T$335,7130.02%7,155CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$330,4950.02%2,058CommonSHARED
464287101OEFISHARES TR$327,8800.02%956CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$327,5190.02%526CommonSHARED
922908736VUGVANGUARD INDEX FDS$327,3540.02%671CommonSOLE
921909768VXUSVANGUARD STAR FDS$326,1270.02%4,323CommonNONE
98419M100XYLXYLEM INC$325,1980.02%2,388CommonSHARED
896442308TRINTRINITY CAP INC$323,2670.02%22,066CommonSOLE
833034101SNASNAP ON INC$320,4780.02%930CommonSOLE
046353108AZNNASTRAZENECA PLC$314,0330.02%3,416CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$310,9330.02%7,009CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$308,3930.02%7,224CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$307,3430.02%539CommonSHARED
452308109ITWILLINOIS TOOL WKS INC$306,1510.02%1,243CommonSOLE
745867101PHMPULTE GROUP INC$305,2280.02%2,603CommonSOLE
00887A204RNTXREIN THERAPEUTICS INC$304,0650.02%262,125CommonSOLE
78464A763SDYSPDR SERIES TRUST$303,6470.02%2,182CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$296,6660.02%8,099CommonSHARED
464288448IDVISHARES TR$296,0720.02%7,505CommonSOLE
81369Y100XLBSELECT SECTOR SPDR TR$287,9730.02%6,350CommonSOLE
526057104LENLENNAR CORP$287,8400.02%2,800CommonSOLE
46434V290SMLFISHARES TR$284,2440.02%3,796CommonSOLE
020002101ALLALLSTATE CORP$281,8350.02%1,354CommonSHARED
922908751VBVANGUARD INDEX FDS$279,8760.02%1,085CommonSOLE
50212V100LPLALPL FINL HLDGS INC$278,9500.02%781CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$275,4180.02%5,106CommonSOLE
30034W106EVRGEVERGY INC$274,2300.02%3,783CommonSOLE
68373J104LPROOPEN LENDING CORP$272,4480.02%175,773CommonSOLE
988498101YUMYUM BRANDS INC$272,3040.02%1,800CommonSOLE
02209S103MOALTRIA GROUP INC$271,0020.02%4,700CommonSHARED
026874784AIGAMERICAN INTL GROUP INC$269,0550.02%3,145CommonSHARED
74743L100QQNITY ELECTRONICS INC$264,9540.02%3,245CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$262,0300.02%3,316CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$260,2950.02%6,475CommonSOLE
921946794VYMIVANGUARD WHITEHALL FDS$259,4700.01%2,883CommonNONE
25746U109DDOMINION ENERGY INC$259,4360.01%4,428CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$258,7800.01%2,714CommonSOLE
78409V104SPGIS&P GLOBAL INC$254,5010.01%487CommonSOLE
893641100TDGTRANSDIGM GROUP INC$251,3420.01%189CommonSOLE
904767803ULUNILEVER PLC$250,5480.01%3,831CommonSOLE
670100205NVONOVO-NORDISK A S$250,3810.01%4,921CommonSOLE
743315103PGRPROGRESSIVE CORP$250,2640.01%1,099CommonSOLE
229899109CFRCULLEN FROST BANKERS INC$248,5750.01%1,963CommonSHARED
09261X102BXSLBLACKSTONE SECD LENDING FD$247,2650.01%9,391CommonSOLE
835699307SONYSONY GROUP CORP$246,7840.01%9,640CommonSHARED
N07059210ASMLASML HOLDING N V$245,0200.01%229CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$244,6830.01%317CommonSHARED
922908553VNQVANGUARD INDEX FDS$244,6750.01%2,765CommonSOLE
H42097107UBSUBS GROUP AG$244,5630.01%5,281CommonSOLE
219350105GLWCORNING INC$244,2920.01%2,790CommonSHARED
22788C105CRWDCROWDSTRIKE HLDGS INC$241,4120.01%515CommonSOLE
969904101WSMWILLIAMS SONOMA INC$236,9890.01%1,327CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$235,3050.01%2,835CommonSHARED
693718108PCARPACCAR INC$232,3800.01%2,122CommonSOLE
049560105ATOATMOS ENERGY CORP$230,6590.01%1,376CommonSHARED
46120E602ISRGINTUITIVE SURGICAL INC$228,8090.01%404CommonSOLE
00206R102TAT&T INC$227,5590.01%9,161CommonSOLE
819047101SHAKSHAKE SHACK INC$227,2760.01%2,800CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$226,7120.01%3,082CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$224,0690.01%1,717CommonSHARED
43300A203HLTHILTON WORLDWIDE HLDGS INC$222,9060.01%776CommonSOLE
921946885VWOBVANGUARD WHITEHALL FDS$220,4960.01%3,270CommonNONE
12572Q105CMECME GROUP INC$220,1030.01%806CommonSHARED
04911A107AUBATLANTIC UN BANKSHARES CORP$218,5780.01%6,192CommonNONE
896239100TRMBTRIMBLE INC$217,9700.01%2,782CommonSOLE
009066101ABNBAIRBNB INC$216,7450.01%1,597CommonSHARED
539830109LMTLOCKHEED MARTIN CORP$216,2000.01%447CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$215,0730.01%2,358CommonSOLE
040413205ANETARISTA NETWORKS INC$212,7930.01%1,624CommonSOLE
33939L795NFRAFLEXSHARES TR$210,2120.01%3,474CommonSOLE
72201R304LTPZPIMCO ETF TR$209,3290.01%4,045CommonNONE
406216101HALHALLIBURTON CO$207,2310.01%7,333CommonSHARED
46434V613IUSBISHARES TR$207,1030.01%4,450CommonSOLE
20030N101CMCSACOMCAST CORP NEW$205,8230.01%6,886CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$204,8070.01%2,030CommonSOLE
46434G764EMXCISHARES INC$204,1580.01%2,809CommonSOLE
892331307TMTOYOTA MOTOR CORP$202,5010.01%946CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$202,2160.01%904CommonSHARED
427866108HSYHERSHEY CO$202,1800.01%1,111CommonSHARED
039653100ACAARCOSA INC$202,0080.01%1,900CommonNONE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$190,7010.01%12,024CommonSHARED
379378201GNLGLOBAL NET LEASE INC$186,6830.01%21,707CommonNONE
19243B102CGTXCOGNITION THERAPEUTICS INC$166,4500.01%123,296CommonNONE
67577R102IRDOPUS GENETICS INC$156,7800.01%78,000CommonNONE
22978P106CUE1EURCUE BIOPHARMA INC$134,5800.01%440,670CommonSOLE
52187K200CYPHCYPHERPUNK TECHNOLOGIES INC$120,8720.01%104,200CommonSOLE
87484T108TALOTALOS ENERGY INC$110,2000.01%10,000CommonSOLE
98944F109ZEOZEO ENERGY CORP$77,1670.00%70,795CommonNONE
34988V106FOSLFOSSIL GROUP INC$65,9500.00%17,540CommonSOLE
84445C100SLNDSOUTHLAND HLDGS INC$64,4680.00%19,418CommonSOLE
45674E208INABIN8BIO INC$55,5750.00%23,750CommonNONE
02319V103ABEVAMBEV SA$38,4210.00%15,555CommonSHARED
42238H108BEATHEARTBEAM INC$24,0000.00%10,000CommonSOLE
84612H106SOWGSOW GOOD INC$14,6240.00%42,500CommonSOLE
67021W301BURUNUBURU INC$10,3480.00%65,000CommonNONE
23283X206CTSOCYTOSORBENTS CORP$7,0310.00%11,000CommonNONE

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.