MondegarAI
F/m Investments LLC

Q4 2024 · 13F-HR

F/m Investments LLCholdings as filed

Filed 2025-02-13 · accession 0001834499-25-000002

$2.71B
Reported value
399
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
74933W429ZTWORBB FD INC$146.2M5.39%2,907,887CommonSOLE
74933W395ZTRERBB FD INC$146.1M5.39%2,908,341CommonSOLE
037833100AAPLAPPLE INC$111.0M4.09%443,322CommonSOLE
594918104MSFTMICROSOFT CORP$101.0M3.72%239,639CommonSOLE
67066G104NVDANVIDIA CORPORATION$92.3M3.40%686,952CommonSOLE
02079K305GOOGLALPHABET INC$82.8M3.05%437,312CommonSOLE
023135106AMZNAMAZON COM INC$74.1M2.73%337,745CommonSOLE
11135F101AVGOBROADCOM INC$73.1M2.69%315,109CommonSOLE
74933W411ZTENRBB FD INC$52.9M1.95%1,068,309CommonSOLE
30303M102METAMETA PLATFORMS INC$52.2M1.93%89,180CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$48.1M1.77%91,285CommonSOLE
74933W452TBILRBB FD INC$45.5M1.68%912,119CommonSOLE
92826C839VVISA INC$37.0M1.36%116,928CommonSOLE
437076102HDHOME DEPOT INC$34.1M1.26%87,755CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$33.3M1.23%65,814CommonSOLE
191216100KOCOCA COLA CO$32.4M1.20%521,173CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$31.5M1.16%173,282CommonSOLE
81762P102NOWSERVICENOW INC$30.7M1.13%28,958CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$29.9M1.10%124,828CommonSOLE
74933W445ZHOGRBB FD INC$29.9M1.10%578,173CommonSOLE
532457108LLYELI LILLY & CO$29.0M1.07%37,502CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$24.5M0.90%26,714CommonSOLE
88160R101TSLATESLA INC$18.5M0.68%45,844CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$18.2M0.67%381,187CommonSOLE
052769106ADSKAUTODESK INC$17.7M0.65%59,760CommonSOLE
571903202MARMARRIOTT INTL INC NEW$17.5M0.64%62,704CommonSOLE
00724F101ADBEADOBE INC$17.2M0.63%38,606CommonSOLE
461202103INTUINTUIT$16.0M0.59%25,444CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$15.7M0.58%357,168CommonSOLE
478160104JNJJOHNSON & JOHNSON$15.2M0.56%105,437CommonSOLE
438516106HONHONEYWELL INTL INC$15.1M0.56%66,643CommonSOLE
931142103WMTWALMART INC$14.8M0.54%163,487CommonSOLE
30231G102XOMEXXON MOBIL CORP$14.7M0.54%136,529CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$14.7M0.54%66,784CommonSOLE
17275R102CSCOCISCO SYS INC$14.4M0.53%243,263CommonSOLE
149123101CATCATERPILLAR INC$14.2M0.52%39,159CommonSOLE
464287465EFAISHARES TR$13.7M0.51%181,809CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$13.7M0.50%29,091CommonSOLE
98138H101WDAYWORKDAY INC$13.3M0.49%51,567CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$12.7M0.47%65,964CommonSOLE
G29183103ETNEATON CORP PLC$12.6M0.46%37,823CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$12.4M0.46%30,915CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$11.8M0.44%205,580CommonSOLE
90384S303ULTAULTA BEAUTY INC$11.8M0.43%27,061CommonSOLE
64110L106NFLXNETFLIX INC$11.7M0.43%13,124CommonSOLE
75513E101RTXRTX CORPORATION$11.6M0.43%100,520CommonSOLE
617446448MSMORGAN STANLEY$11.6M0.43%92,073CommonSOLE
002824100ABTABBOTT LABS$11.4M0.42%101,214CommonSOLE
94106L109WMWASTE MGMT INC DEL$11.3M0.42%56,134CommonSOLE
670100205NVONOVO-NORDISK A S$11.2M0.41%130,366CommonSOLE
166764100CVXCHEVRON CORP NEW$11.1M0.41%76,748CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$10.7M0.39%20,426CommonSOLE
00287Y109ABBVABBVIE INC$10.6M0.39%59,371CommonSOLE
742718109PGPROCTER AND GAMBLE CO$10.5M0.39%62,397CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$10.5M0.39%20,107CommonSOLE
46982L108JJACOBS SOLUTIONS INC$10.4M0.39%78,179CommonSOLE
922908363VOOVANGUARD INDEX FDS$10.1M0.37%18,825CommonSOLE
922908629VOVANGUARD INDEX FDS$10.1M0.37%38,240CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$10.0M0.37%91,764CommonSOLE
863667101SYKSTRYKER CORPORATION$10.0M0.37%27,801CommonSOLE
89832Q109TFCTRUIST FINL CORP$9.9M0.37%229,086CommonSOLE
65339F101NEENEXTERA ENERGY INC$9.3M0.34%130,318CommonSOLE
59156R108METMETLIFE INC$9.2M0.34%112,347CommonSOLE
09260D107BXBLACKSTONE INC$9.1M0.34%52,973CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$9.1M0.33%7,654CommonSOLE
607828100MODMODINE MFG CO$9.0M0.33%77,447CommonSOLE
74762E102QUREQUANTA SVCS INC$9.0M0.33%28,384CommonSOLE
G5960L103MDTMEDTRONIC PLC$8.8M0.32%109,680CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$8.7M0.32%14,830CommonSOLE
464287804IJRISHARES TR$8.4M0.31%73,272CommonSOLE
69351T106PPLPPL CORP$8.0M0.30%247,675CommonSOLE
79466L302CRMSALESFORCE INC$8.0M0.29%23,886CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$7.9M0.29%65,131CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$7.6M0.28%126,787CommonSOLE
778296103ROSTROSS STORES INC$7.5M0.28%49,451CommonSOLE
859241101STRLSTERLING INFRASTRUCTURE INC$7.4M0.27%44,010CommonSOLE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$7.3M0.27%30,277CommonSOLE
713448108PEPPEPSICO INC$7.1M0.26%46,709CommonSOLE
911363109URIUNITED RENTALS INC$7.0M0.26%9,994CommonSOLE
92645B103VCTRVICTORY CAP HLDGS INC$7.0M0.26%107,547CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$7.0M0.26%122,151CommonSOLE
253868103DLRDIGITAL RLTY TR INC$6.9M0.26%39,105CommonSOLE
902494103TSNTYSON FOODS INC$6.9M0.26%120,438CommonSOLE
589889104MMSIMERIT MED SYS INC$6.9M0.25%70,957CommonSOLE
78709Y105SAIASAIA INC$6.9M0.25%15,037CommonSOLE
099406100BOOTBOOT BARN HLDGS INC$6.8M0.25%44,751CommonSOLE
681116109OLLIOLLIES BARGAIN OUTLET HLDGS$6.4M0.24%58,615CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$6.4M0.24%75,765CommonSOLE
624756102MLIMUELLER INDS INC$6.4M0.24%80,437CommonSOLE
254687106DISDISNEY WALT CO$6.3M0.23%56,316CommonSOLE
68389X105ORCLORACLE CORP$6.2M0.23%37,458CommonSOLE
55405Y100MTSIMACOM TECH SOLUTIONS HLDGS I$6.2M0.23%47,828CommonSOLE
268150109DTDYNATRACE INC$6.2M0.23%113,567CommonSOLE
313855108FSSFEDERAL SIGNAL CORP$6.0M0.22%65,150CommonSOLE
82982T106SITMSITIME CORP$5.9M0.22%27,533CommonSOLE
16115Q308GTLSCHART INDS INC$5.9M0.22%30,767CommonSOLE
45826H109ITGRINTEGER HLDGS CORP$5.9M0.22%44,283CommonSOLE
29358P101ENSGENSIGN GROUP INC$5.8M0.21%43,596CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$5.7M0.21%11,700CommonSOLE
907818108UNPUNION PAC CORP$5.7M0.21%24,868CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$5.7M0.21%12,669CommonSOLE
53220K504LGNDLIGAND PHARMACEUTICALS INC$5.7M0.21%52,883CommonSOLE
025816109AXPAMERICAN EXPRESS CO$5.7M0.21%19,045CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$5.6M0.21%71,394CommonSOLE
077454106BDCBELDEN INC$5.6M0.21%49,642CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$5.5M0.20%18,907CommonSOLE
69753M105PLMRPALOMAR HLDGS INC$5.5M0.20%52,233CommonSOLE
29355X107NPOENPRO INC$5.5M0.20%31,955CommonSOLE
498894104KNFKNIFE RIVER CORP$5.5M0.20%53,761CommonSOLE
97650W108WTFCWINTRUST FINL CORP$5.4M0.20%43,647CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$5.2M0.19%129,952CommonSOLE
009158106APDAIR PRODS & CHEMS INC$5.2M0.19%17,896CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$5.0M0.18%9,681CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$5.0M0.18%7,003CommonSOLE
199908104FIXCOMFORT SYS USA INC$5.0M0.18%11,756CommonSOLE
882508104TXNTEXAS INSTRS INC$4.9M0.18%26,236CommonSOLE
G3323L100FNFABRINET$4.9M0.18%22,101CommonSOLE
29977A105EVREVERCORE INC$4.9M0.18%17,525CommonSOLE
278865100ECLECOLAB INC$4.8M0.18%20,375CommonSOLE
060505104BACBANK AMERICA CORP$4.8M0.18%108,153CommonSOLE
59100U108CASHPATHWARD FINANCIAL INC$4.6M0.17%62,846CommonSOLE
45827U109INTAINTAPP INC$4.6M0.17%71,929CommonSOLE
923451108VBTXVERITEX HLDGS INC$4.6M0.17%169,364CommonSOLE
277276101EGPEASTGROUP PPTYS INC$4.6M0.17%28,575CommonSOLE
031162100AMGNAMGEN INC$4.5M0.17%17,411CommonSOLE
07831C103BRBRBELLRING BRANDS INC$4.4M0.16%58,959CommonSOLE
497266106KEXKIRBY CORP$4.4M0.16%41,735CommonSOLE
872540109TJXTJX COS INC NEW$4.4M0.16%36,066CommonSOLE
629209305NMIHNMI HLDGS INC$4.3M0.16%118,160CommonSOLE
806857108SLBSCHLUMBERGER LTD$4.3M0.16%113,223CommonSOLE
147448104CWSTCASELLA WASTE SYS INC$4.3M0.16%40,703CommonSOLE
45765U103NSITINSIGHT ENTERPRISES INC$4.3M0.16%28,243CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$4.3M0.16%136,922CommonSOLE
49803T300KRGKITE RLTY GROUP TR$4.2M0.16%167,655CommonSOLE
02079K107GOOGALPHABET INC$4.2M0.16%22,184CommonSOLE
48282T104KAIKADANT INC$4.2M0.16%12,243CommonSOLE
464287226AGGISHARES TR$4.2M0.15%43,261CommonSOLE
447462102HURNHURON CONSULTING GROUP INC$4.2M0.15%33,588CommonSOLE
44951W106IESCIES HLDGS INC$4.2M0.15%20,689CommonSOLE
74112D101PBHPRESTIGE CONSMR HEALTHCARE I$4.1M0.15%52,918CommonSOLE
44930G107ICUIICU MED INC$4.1M0.15%26,624CommonSOLE
293712105EFSCENTERPRISE FINL SVCS CORP$4.1M0.15%72,976CommonSOLE
405024100HAEHAEMONETICS CORP MASS$4.1M0.15%52,339CommonSOLE
06652V208BANRBANNER CORP$4.0M0.15%60,246CommonSOLE
811707801SBCFSEACOAST BKG CORP FLA$4.0M0.15%144,211CommonSOLE
296315104ESEESCO TECHNOLOGIES INC$4.0M0.15%29,769CommonSOLE
56585A102MPCMARATHON PETE CORP$3.8M0.14%27,278CommonSOLE
750491102RDNTRADNET INC$3.8M0.14%54,342CommonSOLE
950810101WSBCWESBANCO INC$3.8M0.14%116,037CommonSOLE
464285204IAUISHARES GOLD TR$3.8M0.14%76,026CommonSOLE
458334109IPARINTER PARFUMS INC$3.8M0.14%28,561CommonSOLE
05368V106AVNTAVIENT CORPORATION$3.7M0.14%91,538CommonSOLE
576485205MTDRMATADOR RES CO$3.7M0.14%65,450CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$3.7M0.14%96,385CommonSOLE
559663109MGYMAGNOLIA OIL & GAS CORP$3.6M0.13%155,069CommonSOLE
525558201LMATLEMAITRE VASCULAR INC$3.6M0.13%38,626CommonSOLE
69343T107PJTPJT PARTNERS INC$3.5M0.13%22,226CommonSOLE
743312100PRGSPROGRESS SOFTWARE CORP$3.5M0.13%53,643CommonSOLE
921932828VIOOVANGUARD ADMIRAL FDS INC$3.3M0.12%31,503CommonSOLE
670346105NUENUCOR CORP$3.3M0.12%28,573CommonSOLE
576690101MTRNMATERION CORP$3.3M0.12%33,364CommonSOLE
45780R101IBPINSTALLED BLDG PRODS INC$3.3M0.12%18,575CommonSOLE
703343103PATKPATRICK INDS INC$3.2M0.12%38,712CommonSOLE
89377M109TMDXTRANSMEDICS GROUP INC$3.2M0.12%50,888CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$3.2M0.12%5,526CommonSOLE
949746101WMT2WELLS FARGO CO NEW$3.1M0.12%44,527CommonSOLE
703481101PTENPATTERSON-UTI ENERGY INC$3.1M0.12%378,038CommonSOLE
675232102OIIOCEANEERING INTL INC$3.1M0.11%119,385CommonSOLE
00182C103ANIPANI PHARMACEUTICALS INC$3.1M0.11%56,313CommonSOLE
928881101VNTVONTIER CORPORATION$3.1M0.11%84,988CommonSOLE
46116X101ITCIEURINTRA-CELLULAR THERAPIES INC$3.1M0.11%36,920CommonSOLE
06211J100BFCBANK FIRST CORP$3.1M0.11%31,000CommonSOLE
04626A103ALABASTERA LABS INC$3.0M0.11%22,652CommonSOLE
353514102FELEFRANKLIN ELEC INC$3.0M0.11%30,741CommonSOLE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$3.0M0.11%44,015CommonSOLE
457669307INSMINSMED INC$3.0M0.11%42,793CommonSOLE
78463M107SPSCSPS COMM INC$2.9M0.11%15,809CommonSOLE
26875P101EOGEOG RES INC$2.9M0.11%23,641CommonSOLE
451107106IDAIDACORP INC$2.9M0.11%26,256CommonSOLE
87612E106TGTTARGET CORP$2.9M0.11%21,146CommonSOLE
82706C108SIMOSILICON MOTION TECHNOLOGY CO$2.8M0.10%52,406CommonSOLE
58933Y105MRKMERCK & CO INC$2.8M0.10%28,201CommonSOLE
Y95308105WVEWAVE LIFE SCIENCES LTD$2.8M0.10%226,034CommonSOLE
513847103MZTILANCASTER COLONY CORP$2.8M0.10%16,127CommonSOLE
53263P105LMBLIMBACH HLDGS INC$2.8M0.10%32,180CommonSOLE
P73684113OSWONESPAWORLD HOLDINGS LIMITED$2.7M0.10%138,152CommonSOLE
09627Y1092655787DBLUEPRINT MEDICINES CORP$2.7M0.10%31,313CommonSOLE
50212V100LPLALPL FINL HLDGS INC$2.7M0.10%8,268CommonSOLE
871829107SYYSYSCO CORP$2.7M0.10%35,154CommonSOLE
G5509L101LIVNLIVANOVA PLC$2.7M0.10%58,031CommonSOLE
004498101ACIWACI WORLDWIDE INC$2.7M0.10%51,760CommonSOLE
46432F842IEFAISHARES TR$2.7M0.10%38,146CommonSOLE
20030N101CMCSACOMCAST CORP NEW$2.7M0.10%71,117CommonSOLE
10806X102BBIOBRIDGEBIO PHARMA INC$2.7M0.10%97,198CommonSOLE
29357K103ENVAENOVA INTL INC$2.7M0.10%27,768CommonSOLE
36237H101GIIIG III APPAREL GROUP LTD$2.6M0.10%80,314CommonSOLE
92047W101VVVVALVOLINE INC$2.6M0.10%71,689CommonSOLE
277432100EMNEASTMAN CHEM CO$2.5M0.09%27,903CommonSOLE
90278Q108UFPIUFP INDUSTRIES INC$2.5M0.09%22,257CommonSOLE
717081103PFEPFIZER INC$2.5M0.09%94,051CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$2.5M0.09%497CommonSOLE
889478103TOLTOLL BROTHERS INC$2.5M0.09%19,568CommonSOLE
46284V101IRMIRON MTN INC DEL$2.5M0.09%23,437CommonSOLE
30040P103EVTCEVERTEC INC$2.5M0.09%71,219CommonSOLE
189054109CLXCLOROX CO DEL$2.4M0.09%15,063CommonSOLE
02005N100ALLYALLY FINL INC$2.4M0.09%67,816CommonSOLE
29364G103ETRENTERGY CORP NEW$2.4M0.09%31,866CommonSOLE
75734B100RDDTREDDIT INC$2.4M0.09%14,553CommonSOLE
630402105NSSCNAPCO SEC TECHNOLOGIES INC$2.3M0.09%66,069CommonSOLE
03763A207ASTHASTRANA HEALTH INC$2.3M0.09%74,329CommonSOLE
047649108ATKRATKORE INC$2.3M0.09%27,953CommonSOLE
833034101SNASNAP ON INC$2.3M0.09%6,847CommonSOLE
311900104FASTFASTENAL CO$2.3M0.09%32,296CommonSOLE
88579Y101MMM3M CO$2.3M0.08%17,811CommonSOLE
580135101MCDMCDONALDS CORP$2.3M0.08%7,928CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$2.3M0.08%19,931CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$2.2M0.08%13,342CommonSOLE
55405W104MYRGMYR GROUP INC DEL$2.2M0.08%14,667CommonSOLE
31428X106FDXFEDEX CORP$2.2M0.08%7,666CommonSOLE
78454L100SMSM ENERGY CO$2.2M0.08%55,635CommonSOLE
834203309SLNOSOLENO THERAPEUTICS INC$2.1M0.08%47,794CommonSOLE
122017106BURLBURLINGTON STORES INC$2.1M0.08%7,518CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$2.1M0.08%11,232CommonSOLE
19459J104COLLCOLLEGIUM PHARMACEUTICAL INC$2.1M0.08%73,163CommonSOLE
64049M209NEONEOGENOMICS INC$2.1M0.08%126,495CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$2.1M0.08%6,191CommonSOLE
803607100SRPTSAREPTA THERAPEUTICS INC$2.1M0.08%16,924CommonSOLE
718546104PSXPHILLIPS 66$2.0M0.07%17,788CommonSOLE
071813109BAXBAXTER INTL INC$2.0M0.07%69,152CommonSOLE
85254J102STAGSTAG INDL INC$2.0M0.07%59,090CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$2.0M0.07%26,035CommonSOLE
78468R853SPSMSPDR SER TR$2.0M0.07%43,671CommonSOLE
89422G107TVTXTRAVERE THERAPEUTICS INC$1.9M0.07%111,158CommonSOLE
171779309CIENCIENA CORP$1.9M0.07%22,624CommonSOLE
337932107FEFIRSTENERGY CORP$1.8M0.07%46,093CommonSOLE
579780206MKCMCCORMICK & CO INC$1.8M0.07%23,939CommonSOLE
682680103OKEONEOK INC NEW$1.8M0.07%18,168CommonSOLE
963320106WHRWHIRLPOOL CORP$1.8M0.07%15,926CommonSOLE
90400D108RAREULTRAGENYX PHARMACEUTICAL IN$1.8M0.07%42,004CommonSOLE
747316107KWRQUAKER HOUGHTON$1.8M0.06%12,473CommonSOLE
747525103QCOMQUALCOMM INC$1.7M0.06%11,278CommonSOLE
629377508NRGNRG ENERGY INC$1.7M0.06%19,192CommonSOLE
093671105HRBBLOCK H & R INC$1.7M0.06%32,082CommonSOLE
032654105ADIANALOG DEVICES INC$1.7M0.06%7,972CommonSOLE
729640102PLYMPLYMOUTH INDL REIT INC$1.7M0.06%94,140CommonSOLE
460690100IPGINTERPUBLIC GROUP COS INC$1.6M0.06%58,812CommonSOLE
200340107CMACOMERICA INC$1.6M0.06%26,471CommonSOLE
464287234EEMISHARES TR$1.6M0.06%39,000CommonSOLE
070830104BBWIBATH & BODY WORKS INC$1.6M0.06%41,546CommonSOLE
336433107FSLRFIRST SOLAR INC$1.6M0.06%9,129CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$1.6M0.06%4,144CommonSOLE
37733W204GSKGSK PLC$1.5M0.06%45,514CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$1.5M0.06%6,702CommonSOLE
98954M200ZZILLOW GROUP INC$1.5M0.06%20,700CommonSOLE
29273V100ETENERGY TRANSFER L P$1.5M0.06%77,933CommonSOLE
855244109SBUXSTARBUCKS CORP$1.5M0.06%16,684CommonSOLE
92686J106VKTXVIKING THERAPEUTICS INC$1.5M0.06%37,575CommonSOLE
756109104OREALTY INCOME CORP$1.5M0.06%28,166CommonSOLE
46434G103IEMGISHARES INC$1.5M0.06%28,705CommonSOLE
922908553VNQVANGUARD INDEX FDS$1.5M0.06%16,759CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$1.5M0.05%11,182CommonSOLE
02209S103MOALTRIA GROUP INC$1.4M0.05%27,691CommonSOLE
046353108AZNNASTRAZENECA PLC$1.4M0.05%22,082CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.4M0.05%3,184CommonSOLE
464288646IGSBISHARES TR$1.4M0.05%27,211CommonSOLE
30034W106EVRGEVERGY INC$1.4M0.05%22,700CommonSOLE
260557103DOWDOW INC$1.4M0.05%34,435CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$1.4M0.05%2CommonSOLE
887389104TKRTIMKEN CO$1.3M0.05%17,961CommonSOLE
126650100CVSCVS HEALTH CORP$1.3M0.05%28,542CommonSOLE
00973Y108AKROAKERO THERAPEUTICS INC$1.3M0.05%45,778CommonSOLE
345370860FFORD MTR CO$1.2M0.05%125,568CommonSOLE
22822V101CCICROWN CASTLE INC$1.2M0.05%13,472CommonSOLE
33939L100TILTFLEXSHARES TR$1.2M0.04%5,560CommonSOLE
004225108ACADACADIA PHARMACEUTICALS INC$1.2M0.04%64,660CommonSOLE
33939L860QDFFLEXSHARES TR$1.2M0.04%16,687CommonSOLE
00773J202SYRESPYRE THERAPEUTICS INC$1.1M0.04%48,806CommonSOLE
02081G201ATECALPHATEC HLDGS INC$1.1M0.04%123,305CommonSOLE
29272W109ENRENERGIZER HLDGS INC NEW$1.1M0.04%32,442CommonSOLE
464287200IVVISHARES TR$1.1M0.04%1,872CommonSOLE
464288638IGIBISHARES TR$1.1M0.04%21,381CommonSOLE
28035Q102EPCEDGEWELL PERS CARE CO$1.1M0.04%32,336CommonSOLE
74348A467NOBLPROSHARES TR$1.1M0.04%10,896CommonSOLE
035710839NLYANNALY CAPITAL MANAGEMENT IN$1.0M0.04%55,995CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$1.0M0.04%4,367CommonSOLE
78464A151IBNDSPDR SER TR$1.0M0.04%35,676CommonSOLE
G1110E107BHVNBIOHAVEN LTD$983,7240.04%26,338CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS$982,8930.04%16,894CommonSOLE
G6674U108NVCRNOVOCURE LTD$956,5800.04%32,100CommonSOLE
701094104PHPARKER-HANNIFIN CORP$950,2290.04%1,494CommonSOLE
464287648IWOISHARES TR$936,5660.03%3,254CommonSOLE
87612G101TRGPTARGA RES CORP$923,3810.03%5,173CommonSOLE
922908652VXFVANGUARD INDEX FDS$915,3240.03%4,818CommonSOLE
291011104EMREMERSON ELEC CO$906,6720.03%7,316CommonSOLE
46436E767USXFISHARES TR$903,3130.03%18,168CommonSOLE
46435U853USHYISHARES TR$884,2840.03%24,036CommonSOLE
464287598IWDISHARES TR$882,1440.03%4,765CommonSOLE
464288661IEIISHARES TR$881,0690.03%7,625CommonSOLE
482480100KLACKLA CORP$878,3870.03%1,394CommonSOLE
76169C100REXRREXFORD INDL RLTY INC$861,4610.03%22,283CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$848,2270.03%2,404CommonSOLE
020002101ALLALLSTATE CORP$835,7450.03%4,335CommonSOLE
244199105DEDEERE & CO$817,3170.03%1,929CommonSOLE
922908751VBVANGUARD INDEX FDS$794,1250.03%3,305CommonSOLE
464287507IJHISHARES TR$756,5680.03%12,142CommonSOLE
921937819BIVVANGUARD BD INDEX FDS$753,8760.03%10,088CommonSOLE
33939L506TDTTFLEXSHARES TR$743,7460.03%31,528CommonSOLE
78464A847SPMDSPDR SER TR$725,4080.03%13,264CommonSOLE
558868105MDGLMADRIGAL PHARMACEUTICALS INC$697,0600.03%2,259CommonSOLE
501044101KRKROGER CO$684,8800.03%11,200CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$683,8360.03%8,766CommonSOLE
974155103WINGWINGSTOP INC$680,0910.03%2,393CommonSOLE
74766Q101QTRXQUANTERIX CORP$636,9710.02%59,922CommonSOLE
464287457SHYISHARES TR$633,7050.02%7,730CommonSOLE
10316T104BOXBOX INC$593,7320.02%18,789CommonSOLE
726503105PAAPLAINS ALL AMERN PIPELINE L$592,4370.02%34,686CommonSOLE
81663L200WGSGENEDX HOLDINGS CORP$574,0670.02%7,469CommonSOLE
46428R107GSGISHARES S&P GSCI COMMODITY-$569,6340.02%26,166CommonSOLE
42704L104HRIHERC HLDGS INC$556,8200.02%2,941CommonSOLE
840441109SSBUSDSOUTHSTATE CORPORATION$539,6790.02%5,425CommonSOLE
949746804WFC 7.5 PERP LWELLS FARGO CO NEW$524,0920.02%439CommonSOLE
922908538VOTVANGUARD INDEX FDS$523,2330.02%2,062CommonSOLE
H5919C104ONONON HLDG AG$522,7800.02%9,545CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$516,0960.02%5,677CommonSOLE
45258J102IMVTIMMUNOVANT INC$509,5930.02%20,573CommonSOLE
01881G106ABALLIANCEBERNSTEIN HLDG L P$499,4170.02%13,465CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$478,8650.02%1,772CommonSOLE
758750103RRXREGAL REXNORD CORPORATION$472,6810.02%3,047CommonSOLE
68752M108OFIXORTHOFIX MED INC$460,9440.02%26,400CommonSOLE
947890109WBSWEBSTER FINL CORP$446,2880.02%8,082CommonSOLE
695156109PKGPACKAGING CORP AMER$439,2290.02%1,951CommonSOLE
718172109PMPHILIP MORRIS INTL INC$429,8900.02%3,572CommonSOLE
038222105AMATAPPLIED MATLS INC$423,4890.02%2,604CommonSOLE
00187Y100APGAPI GROUP CORP$412,0000.02%11,454CommonSOLE
87256C101TKOTKO GROUP HOLDINGS INC$408,5660.02%2,875CommonSOLE
82900L102SMPLSIMPLY GOOD FOODS CO$405,8600.01%10,412CommonSOLE
464287614IWFISHARES TR$399,1710.01%994CommonSOLE
958669103WESWESTERN MIDSTREAM PARTNERS L$397,3660.01%10,340CommonSOLE
74933W536UTENRBB FD INC$389,4170.01%9,145CommonSOLE
29605J106ESABESAB CORPORATION$379,7300.01%3,166CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$379,6760.01%3,524CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$361,2620.01%1,957CommonSOLE
00206R102TAT&T INC$359,7200.01%15,798CommonSOLE
74340E103PGNYPROGYNY INC$352,2450.01%20,420CommonSOLE
458140100INTCINTEL CORP$349,2030.01%17,417CommonSOLE
74933W510UFIVRBB FD INC$343,5390.01%7,185CommonSOLE
292765104EPACENERPAC TOOL GROUP CORP$340,4720.01%8,286CommonSOLE
78464A805SPTMSPDR SER TR$329,7210.01%4,616CommonSOLE
929089100VOYAVOYA FINANCIAL INC$329,2830.01%4,784CommonSOLE
92939U106WECWEC ENERGY GROUP INC$325,4720.01%3,461CommonSOLE
172908105CTASCINTAS CORP$317,9660.01%1,740CommonSOLE
595112103MUMICRON TECHNOLOGY INC$316,6940.01%3,763CommonSOLE
62482R10707WAMR COOPER GROUP INC$312,5130.01%3,255CommonSOLE
464287440IEFISHARES TR$310,2620.01%3,356CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$308,8690.01%3,458CommonSOLE
704326107PAYXPAYCHEX INC$306,3810.01%2,185CommonSOLE
89055F103BLDTOPBUILD CORP$304,8020.01%979CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$299,5780.01%1,680CommonSOLE
407497106HLNEHAMILTON LANE INC$298,1730.01%2,014CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$292,4770.01%1,621CommonSOLE
98978V103ZTSZOETIS INC$287,3090.01%1,763CommonSOLE
690742101OCOWENS CORNING NEW$286,8190.01%1,684CommonSOLE
29362U104ENTGENTEGRIS INC$285,4910.01%2,882CommonSOLE
683344105ONTOONTO INNOVATION INC$283,6720.01%1,702CommonSOLE
464288588MBBISHARES TR$282,5580.01%3,082CommonSOLE
922908744VTVVANGUARD INDEX FDS$281,0380.01%1,660CommonSOLE
74624M102PPURE STORAGE INC$277,1110.01%4,511CommonSOLE
74933W528USVNRBB FD INC$276,4580.01%5,894CommonSOLE
G0692U109AXSAXIS CAP HLDGS LTD$271,3540.01%3,062CommonSOLE
492327101KROSKEROS THERAPEUTICS INC$270,0760.01%17,061CommonSOLE
G48833118WFRDWEATHERFORD INTL PLC$269,8300.01%3,767CommonSOLE
737446104POSTPOST HLDGS INC$269,6680.01%2,356CommonSOLE
443201108HWMHOWMET AEROSPACE INC$263,5820.01%2,410CommonSOLE
369604301GEGE AEROSPACE$262,6940.01%1,575CommonSOLE
78464A607RWRSPDR SER TR$258,1230.01%2,611CommonSOLE
370334104GISGENERAL MLS INC$253,8050.01%3,980CommonSOLE
805111101SVRASAVARA INC$249,7230.01%81,343CommonSOLE
74933W494UTRERBB FD INC$249,0200.01%5,093CommonSOLE
33939L407GUNRFLEXSHARES TR$248,3750.01%6,831CommonSOLE
053332102AZOAUTOZONE INC$246,5540.01%77CommonSOLE
G8068L108SNSHARKNINJA INC$245,2500.01%2,519CommonSOLE
00790R104WMSADVANCED DRAIN SYS INC DEL$242,5290.01%2,098CommonSOLE
693506107PPGPPG INDS INC$242,2450.01%2,028CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$234,9420.01%3,104CommonSOLE
78463V107GLDSPDR GOLD TR$230,7500.01%953CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$227,1900.01%896CommonSOLE
375558103GILDGILEAD SCIENCES INC$226,3950.01%2,451CommonSOLE
433000106HIMSHIMS & HERS HEALTH INC$218,8770.01%9,052CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$218,2820.01%4,153CommonSOLE
66987V109NVSNOVARTIS AG$209,2170.01%2,150CommonSOLE
922908595VBKVANGUARD INDEX FDS$207,2440.01%740CommonSOLE
88339J105TTDTHE TRADE DESK INC$206,9700.01%1,761CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$206,1490.01%586CommonSOLE
78349D107RXSTRXSIGHT INC$202,8760.01%5,901CommonSOLE
92538J106VERXVERTEX INC$202,3030.01%3,792CommonSOLE
548661107LOWLOWES COS INC$200,6480.01%813CommonSOLE
931427108WFCWALGREENS BOOTS ALLIANCE INC$135,3130.00%14,503CommonSOLE
371927104GELGENESIS ENERGY L P$122,0280.00%12,070CommonSOLE
393657AM3GBX 2.875 04/15/28GREENBRIER COS INC$35,1020.00%29,000CommonSOLE

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.