MondegarAI
F/m Investments LLC

Q4 2025 · 13F-HR

F/m Investments LLCholdings as filed

Filed 2026-02-03 · accession 0001834499-26-000001

$2.63B
Reported value
430
Positions
2025-12-31
Period end
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The Brief · F/m Investments LLC · Q4 2025

AI · grounded in 13F

F/m Investments LLC closed its position in WDAY, reducing exposure by $10.8M. The fund also exited its holding in NVO for a loss of $7.0M and trimmed its stake in PLTR by 73.36%. On the buy side, the fund established a new position in XYL worth $8.1M and increased its holdings in AGG by 300.88% and REGN by 248.66%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$117.6M4.47%432,578CommonSOLE
02079K305GOOGLALPHABET INC$114.4M4.35%365,392CommonSOLE
67066G104NVDANVIDIA CORPORATION$111.3M4.23%596,889CommonSOLE
594918104MSFTMICROSOFT CORP$106.1M4.03%219,416CommonSOLE
11135F101AVGOBROADCOM INC$92.9M3.53%268,505CommonSOLE
023135106AMZNAMAZON COM INC$77.7M2.95%336,586CommonSOLE
30303M102METAMETA PLATFORMS INC$56.5M2.15%85,652CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$47.2M1.79%82,647CommonSOLE
532457108LLYELI LILLY & CO$40.3M1.53%37,498CommonSOLE
74933W452TBILRBB FD INC$40.0M1.52%802,428CommonSOLE
92826C839VVISA INC$39.5M1.50%112,577CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$33.5M1.27%103,988CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$32.2M1.23%175,043CommonSOLE
74933W445ZHOGRBB FD INC$32.2M1.23%620,294CommonSOLE
437076102HDHOME DEPOT INC$29.2M1.11%84,811CommonSOLE
74933W395ZTRERBB FD INC$28.1M1.07%549,310CommonSOLE
81762P102NOWSERVICENOW INC$22.6M0.86%147,712CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$22.0M0.84%38,850CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$21.8M0.83%349,683CommonSOLE
17275R102CSCOCISCO SYS INC$19.7M0.75%255,815CommonSOLE
74933W197ZTOPRBB FD INC$19.4M0.74%371,314CommonSOLE
74933W411ZTENRBB FD INC$19.0M0.72%369,853CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$18.8M0.72%21,815CommonSOLE
461202103INTUINTUIT$18.8M0.71%28,309CommonSOLE
45168D104IDXXIDEXX LABS INC$18.0M0.68%26,546CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$17.8M0.68%330,686CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$17.6M0.67%22,813CommonSOLE
464287226AGGISHARES TR$17.3M0.66%173,400CommonSOLE
G29183103ETNEATON CORP PLC$17.3M0.66%54,209CommonSOLE
052769106ADSKAUTODESK INC$17.1M0.65%57,701CommonSOLE
75513E101RTXRTX CORPORATION$16.4M0.62%89,472CommonSOLE
464287465EFAISHARES TR$16.2M0.61%168,222CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$15.8M0.60%27,693CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$15.7M0.60%52,981CommonSOLE
90384S303ULTAULTA BEAUTY INC$15.4M0.59%25,493CommonSOLE
617446448MSMORGAN STANLEY$14.9M0.57%84,196CommonSOLE
438516106HONHONEYWELL INTL INC$14.8M0.56%75,878CommonSOLE
478160104JNJJOHNSON & JOHNSON$14.6M0.56%70,755CommonSOLE
00287Y109ABBVABBVIE INC$14.5M0.55%63,662CommonSOLE
94106L109WMWASTE MGMT INC DEL$14.2M0.54%64,533CommonSOLE
88160R101TSLATESLA INC$12.9M0.49%28,776CommonSOLE
922908629VOVANGUARD INDEX FDS$12.5M0.47%42,974CommonSOLE
002824100ABTABBOTT LABS$12.0M0.46%95,710CommonSOLE
68389X105ORCLORACLE CORP$11.9M0.45%60,843CommonSOLE
571903202MARMARRIOTT INTL INC NEW$11.8M0.45%37,982CommonSOLE
149123101CATCATERPILLAR INC$11.6M0.44%20,167CommonSOLE
74933W429ZTWORBB FD INC$11.4M0.43%224,349CommonSOLE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$11.0M0.42%42,724CommonSOLE
931142103WMTWALMART INC$10.8M0.41%97,160CommonSOLE
512807306LRCXLAM RESEARCH CORP$10.7M0.41%62,484CommonSOLE
166764100CVXCHEVRON CORP NEW$10.5M0.40%68,964CommonSOLE
09260D107BXBLACKSTONE INC$10.5M0.40%68,083CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$10.5M0.40%183,170CommonSOLE
742718109PGPROCTER AND GAMBLE CO$10.3M0.39%71,828CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$10.2M0.39%15,004CommonSOLE
46982L108JJACOBS SOLUTIONS INC$10.0M0.38%75,566CommonSOLE
97650W108WTFCWINTRUST FINL CORP$9.9M0.38%70,857CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$9.9M0.38%71,673CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$9.8M0.37%107,409CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$9.7M0.37%29,424CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$9.7M0.37%46,362CommonSOLE
74933W213RBILRBB FD INC$9.6M0.36%192,419CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$9.5M0.36%233,269CommonSOLE
64110L106NFLXNETFLIX INC$9.5M0.36%101,050CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$9.4M0.36%127,211CommonSOLE
G5960L103MDTMEDTRONIC PLC$9.3M0.35%96,361CommonSOLE
82982T106SITMSITIME CORP$9.2M0.35%25,968CommonSOLE
624756102MLIMUELLER INDS INC$9.0M0.34%78,601CommonSOLE
191216100KOCOCA COLA CO$8.8M0.33%126,022CommonSOLE
53220K504LGNDLIGAND PHARMACEUTICALS INC$8.7M0.33%46,130CommonSOLE
464287804IJRISHARES TR$8.7M0.33%72,029CommonSOLE
00724F101ADBEADOBE INC$8.5M0.32%24,184CommonSOLE
29364G103ETRENTERGY CORP NEW$8.5M0.32%91,543CommonSOLE
19240Q201COGTCOGENT BIOSCIENCES INC$8.4M0.32%235,804CommonSOLE
69351T106PPLPPL CORP$8.2M0.31%234,910CommonSOLE
98419M100XYLXYLEM INC$8.1M0.31%59,814CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$8.1M0.31%67,502CommonSOLE
89377M109TMDXTRANSMEDICS GROUP INC$8.0M0.30%65,539CommonSOLE
277276101EGPEASTGROUP PPTYS INC$7.9M0.30%44,189CommonSOLE
911363109URIUNITED RENTALS INC$7.8M0.30%9,611CommonSOLE
025816109AXPAMERICAN EXPRESS CO$7.8M0.30%20,998CommonSOLE
607828100MODMODINE MFG CO$7.8M0.30%58,176CommonSOLE
74762E102QUREQUANTA SVCS INC$7.7M0.29%18,229CommonSOLE
29357K103ENVAENOVA INTL INC$7.7M0.29%48,739CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$7.6M0.29%50,790CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$7.6M0.29%35,504CommonSOLE
902494103TSNTYSON FOODS INC$7.6M0.29%129,017CommonSOLE
05464T104AXSMAXSOME THERAPEUTICS INC$7.5M0.29%41,132CommonSOLE
29358P101ENSGENSIGN GROUP INC$7.4M0.28%42,568CommonSOLE
717081103PFEPFIZER INC$7.4M0.28%296,956CommonSOLE
74933W460XBILRBB FD INC$7.3M0.28%146,740CommonSOLE
778296103ROSTROSS STORES INC$7.1M0.27%39,154CommonSOLE
G5509L101LIVNLIVANOVA PLC$7.0M0.27%114,458CommonSOLE
172967424CCITIGROUP INC$7.0M0.27%59,961CommonSOLE
29355X107NPOENPRO INC$6.8M0.26%31,670CommonSOLE
859241101STRLSTERLING INFRASTRUCTURE INC$6.8M0.26%22,122CommonSOLE
Y95308105WVEWAVE LIFE SCIENCES LTD$6.7M0.26%395,894CommonSOLE
69753M105PLMRPALOMAR HLDGS INC$6.7M0.25%49,665CommonSOLE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$6.7M0.25%46,386CommonSOLE
296315104ESEESCO TECHNOLOGIES INC$6.7M0.25%34,089CommonSOLE
44930G107ICUIICU MED INC$6.6M0.25%46,519CommonSOLE
89422G107TVTXTRAVERE THERAPEUTICS INC$6.4M0.24%168,416CommonSOLE
447462102HURNHURON CONSULTING GROUP INC$6.4M0.24%36,902CommonSOLE
44951W106IESCIES HLDGS INC$6.1M0.23%15,562CommonSOLE
313855108FSSFEDERAL SIGNAL CORP$6.0M0.23%55,201CommonSOLE
004225108ACADACADIA PHARMACEUTICALS INC$6.0M0.23%224,005CommonSOLE
40131M109GHGUARDANT HEALTH INC$6.0M0.23%58,567CommonSOLE
30231G102XOMEXXON MOBIL CORP$6.0M0.23%49,691CommonSOLE
45867G101IDCCINTERDIGITAL INC$5.9M0.22%18,430CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$5.8M0.22%157,566CommonSOLE
92645B103VCTRVICTORY CAP HLDGS INC$5.7M0.22%90,786CommonSOLE
077454106BDCBELDEN INC$5.7M0.22%48,810CommonSOLE
79466L302CRMSALESFORCE INC$5.7M0.22%21,367CommonSOLE
031162100AMGNAMGEN INC$5.7M0.22%17,292CommonSOLE
254687106DISDISNEY WALT CO$5.6M0.21%48,839CommonSOLE
56585A102MPCMARATHON PETE CORP$5.5M0.21%33,894CommonSOLE
55405Y100MTSIMACOM TECH SOLUTIONS HLDGS I$5.5M0.21%31,875CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$5.5M0.21%29,646CommonSOLE
00182C103ANIPANI PHARMACEUTICALS INC$5.4M0.20%67,803CommonSOLE
811707801SBCFSEACOAST BKG CORP FLA$5.3M0.20%169,675CommonSOLE
872540109TJXTJX COS INC NEW$5.3M0.20%34,287CommonSOLE
498894104KNFKNIFE RIVER CORP$5.2M0.20%73,611CommonSOLE
147448104CWSTCASELLA WASTE SYS INC$5.2M0.20%52,858CommonSOLE
69343T107PJTPJT PARTNERS INC$5.2M0.20%30,893CommonSOLE
G3323L100FNFABRINET$5.1M0.19%11,259CommonSOLE
451107106IDAIDACORP INC$5.1M0.19%40,323CommonSOLE
06652V208BANRBANNER CORP$5.0M0.19%80,351CommonSOLE
45826H109ITGRINTEGER HLDGS CORP$5.0M0.19%64,070CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$5.0M0.19%8,639CommonSOLE
278865100ECLECOLAB INC$5.0M0.19%19,010CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$5.0M0.19%25,038CommonSOLE
703343103PATKPATRICK INDS INC$4.9M0.19%45,246CommonSOLE
907818108UNPUNION PAC CORP$4.9M0.19%21,124CommonSOLE
589889104MMSIMERIT MED SYS INC$4.9M0.19%55,306CommonSOLE
30040W108ESEVERSOURCE ENERGY$4.9M0.18%72,086CommonSOLE
464285204IAUISHARES GOLD TR$4.8M0.18%59,536CommonSOLE
336433107FSLRFIRST SOLAR INC$4.8M0.18%18,451CommonSOLE
40412C101HCAHCA HEALTHCARE INC$4.8M0.18%10,245CommonSOLE
P73684113OSWONESPAWORLD HOLDINGS LIMITED$4.8M0.18%230,121CommonSOLE
060505104BACBANK AMERICA CORP$4.7M0.18%85,917CommonSOLE
74933W163ZMUNRBB FD INC$4.7M0.18%94,328CommonSOLE
099406100BOOTBOOT BARN HLDGS INC$4.7M0.18%26,747CommonSOLE
629209305NMIHNMI HLDGS INC$4.7M0.18%115,346CommonSOLE
293712105EFSCENTERPRISE FINL SVCS CORP$4.7M0.18%86,597CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$4.6M0.18%9,523CommonSOLE
670346105NUENUCOR CORP$4.6M0.17%28,193CommonSOLE
950810101WSBCWESBANCO INC$4.6M0.17%137,551CommonSOLE
09290D101BLKBLACKROCK INC$4.6M0.17%4,252CommonSOLE
82706C108SIMOSILICON MOTION TECHNOLOGY CO$4.5M0.17%49,010CommonSOLE
882508104TXNTEXAS INSTRS INC$4.5M0.17%26,143CommonSOLE
695156109PKGPACKAGING CORP AMER$4.5M0.17%21,920CommonSOLE
559663109MGYMAGNOLIA OIL & GAS CORP$4.5M0.17%205,569CommonSOLE
45780R101IBPINSTALLED BLDG PRODS INC$4.5M0.17%17,306CommonSOLE
921932828VIOOVANGUARD ADMIRAL FDS INC$4.4M0.17%39,922CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$4.4M0.17%46,437CommonSOLE
576690101MTRNMATERION CORP$4.4M0.17%35,373CommonSOLE
292765104EPACENERPAC TOOL GROUP CORP$4.4M0.17%114,218CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$4.3M0.16%134,731CommonSOLE
576485205MTDRMATADOR RES CO$4.3M0.16%101,709CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$4.3M0.16%9,484CommonSOLE
604749101MIRMMIRUM PHARMACEUTICALS INC$4.2M0.16%53,088CommonSOLE
929160109VMCVULCAN MATLS CO$4.2M0.16%14,681CommonSOLE
59156R108METMETLIFE INC$4.2M0.16%52,873CommonSOLE
806857108SLBSCHLUMBERGER LTD$4.1M0.16%106,966CommonSOLE
805111101SVRASAVARA INC$4.1M0.16%678,813CommonSOLE
889478103TOLTOLL BROTHERS INC$4.0M0.15%29,452CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$4.0M0.15%24,525CommonSOLE
681116109OLLIOLLIES BARGAIN OUTLET HLDGS$4.0M0.15%36,163CommonSOLE
10806X102BBIOBRIDGEBIO PHARMA INC$3.9M0.15%51,172CommonSOLE
23834J201DAVEDAVE INC$3.9M0.15%17,578CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$3.8M0.15%15,240CommonSOLE
483497103KALVKALVISTA PHARMACEUTICALS INC$3.8M0.15%236,690CommonSOLE
58933Y105MRKMERCK & CO INC$3.8M0.14%35,675CommonSOLE
02079K107GOOGALPHABET INC$3.7M0.14%11,950CommonSOLE
49803T300KRGKITE RLTY GROUP TR$3.7M0.14%154,929CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$3.7M0.14%7,600CommonSOLE
004498101ACIWACI WORLDWIDE INC$3.6M0.14%74,691CommonSOLE
29977A105EVREVERCORE INC$3.5M0.13%10,253CommonSOLE
65339F101NEENEXTERA ENERGY INC$3.4M0.13%42,577CommonSOLE
00773J202SYRESPYRE THERAPEUTICS INC$3.4M0.13%103,718CommonSOLE
949746101WMT2WELLS FARGO CO NEW$3.4M0.13%36,185CommonSOLE
558868105MDGLMADRIGAL PHARMACEUTICALS INC$3.3M0.13%5,738CommonSOLE
03823U102AAOIAPPLIED OPTOELECTRONICS INC$3.3M0.12%94,120CommonSOLE
002474104AZZAZZ INC$3.3M0.12%30,404CommonSOLE
46432F842IEFAISHARES TR$3.2M0.12%36,197CommonSOLE
054540208ACLSAXCELIS TECHNOLOGIES INC$3.2M0.12%40,294CommonSOLE
87650L103TARSTARSUS PHARMACEUTICALS INC$3.2M0.12%39,240CommonSOLE
863667101SYKSTRYKER CORPORATION$3.2M0.12%9,015CommonSOLE
53263P105LMBLIMBACH HLDGS INC$3.1M0.12%40,212CommonSOLE
45827U109INTAINTAPP INC$3.1M0.12%68,320CommonSOLE
04626A103ALABASTERA LABS INC$3.1M0.12%18,817CommonSOLE
928881101VNTVONTIER CORPORATION$3.1M0.12%82,949CommonSOLE
03831W108APPAPPLOVIN CORP$3.1M0.12%4,543CommonSOLE
50212V100LPLALPL FINL HLDGS INC$3.0M0.11%8,466CommonSOLE
89532M101TRVITREVI THERAPEUTICS INC$3.0M0.11%241,483CommonSOLE
02005N100ALLYALLY FINL INC$3.0M0.11%66,570CommonSOLE
440327104HMNHORACE MANN EDUCATORS CORP N$3.0M0.11%64,834CommonSOLE
89214P109TOWNTOWNEBANK PORTSMOUTH VA$2.9M0.11%86,804CommonSOLE
525558201LMATLEMAITRE VASCULAR INC$2.9M0.11%35,534CommonSOLE
04963C209ATRCATRICURE INC$2.9M0.11%72,588CommonSOLE
92206C664VTWOVANGUARD SCOTTSDALE FDS$2.9M0.11%28,825CommonSOLE
30040P103EVTCEVERTEC INC$2.9M0.11%98,420CommonSOLE
48282T104KAIKADANT INC$2.8M0.11%9,721CommonSOLE
580135101MCDMCDONALDS CORP$2.8M0.10%9,009CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$2.7M0.10%15,195CommonSOLE
74933W486UTWORBB FD INC$2.7M0.10%54,935CommonSOLE
497266106KEXKIRBY CORP$2.6M0.10%23,476CommonSOLE
56501R106MFCMANULIFE FINL CORP$2.6M0.10%71,295CommonSOLE
747316107KWRQUAKER HOUGHTON$2.6M0.10%18,705CommonSOLE
871829107SYYSYSCO CORP$2.6M0.10%34,714CommonSOLE
747525103QCOMQUALCOMM INC$2.5M0.10%14,891CommonSOLE
640268306NKTRNEKTAR THERAPEUTICS$2.5M0.09%58,123CommonSOLE
750917106RMBSRAMBUS INC DEL$2.5M0.09%26,710CommonSOLE
513847103MZTIMARZETTI COMPANY$2.4M0.09%14,700CommonSOLE
780259305SHELSHELL PLC$2.3M0.09%31,569CommonSOLE
19459J104COLLCOLLEGIUM PHARMACEUTICAL INC$2.3M0.09%50,049CommonSOLE
703481101PTENPATTERSON-UTI ENERGY INC$2.3M0.09%377,323CommonSOLE
457669307INSMINSMED INC$2.3M0.09%13,241CommonSOLE
46090E103QQQINVESCO QQQ TR$2.3M0.09%3,744CommonSOLE
218352102CORTCORCEPT THERAPEUTICS INC$2.3M0.09%65,894CommonSOLE
743312100PRGSPROGRESS SOFTWARE CORP$2.3M0.09%52,659CommonSOLE
G54950103LINLINDE PLC$2.3M0.09%5,299CommonSOLE
464287234EEMISHARES TR$2.2M0.09%40,878CommonSOLE
20030N101CMCSACOMCAST CORP NEW$2.2M0.08%74,712CommonSOLE
833034101SNASNAP ON INC$2.2M0.08%6,469CommonSOLE
07831C103BRBRBELLRING BRANDS INC$2.2M0.08%83,293CommonSOLE
74112D101PBHPRESTIGE CONSMR HEALTHCARE I$2.2M0.08%36,004CommonSOLE
37733W204GSKGSK PLC$2.2M0.08%44,287CommonSOLE
147528103CASYCASEYS GEN STORES INC$2.2M0.08%3,924CommonSOLE
78709Y105SAIASAIA INC$2.2M0.08%6,622CommonSOLE
59100U108CASHPATHWARD FINANCIAL INC$2.2M0.08%30,395CommonSOLE
85254J102STAGSTAG INDL INC$2.1M0.08%57,667CommonSOLE
31428X106FDXFEDEX CORP$2.1M0.08%7,292CommonSOLE
922908363VOOVANGUARD INDEX FDS$2.1M0.08%3,354CommonSOLE
91913Y100VLOVALERO ENERGY CORP$2.1M0.08%12,637CommonSOLE
311900104FASTFASTENAL CO$2.0M0.08%50,479CommonSOLE
92047W101VVVVALVOLINE INC$2.0M0.08%69,622CommonSOLE
15678C102CBLLCERIBELL INC$2.0M0.08%92,131CommonSOLE
52736R102LEVILEVI STRAUSS & CO NEW$2.0M0.08%95,501CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$2.0M0.07%38,743CommonSOLE
46222L108IONQIONQ INC$2.0M0.07%43,587CommonSOLE
337932107FEFIRSTENERGY CORP$2.0M0.07%43,558CommonSOLE
46434G103IEMGISHARES INC$1.9M0.07%28,964CommonSOLE
87612E106TGTTARGET CORP$1.9M0.07%19,904CommonSOLE
464287200IVVISHARES TR$1.9M0.07%2,802CommonSOLE
460146103IPINTERNATIONAL PAPER CO$1.9M0.07%47,884CommonSOLE
00090Q103ADTADT INC DEL$1.8M0.07%228,003CommonSOLE
872590104TMUST-MOBILE US INC$1.8M0.07%9,013CommonSOLE
46284V101IRMIRON MTN INC DEL$1.8M0.07%22,020CommonSOLE
22822V101CCICROWN CASTLE INC$1.8M0.07%20,355CommonSOLE
33939L506TDTTFLEXSHARES TR$1.8M0.07%74,557CommonSOLE
008073108AVAVAEROVIRONMENT INC$1.8M0.07%7,336CommonSOLE
892331307TMTOYOTA MOTOR CORP$1.8M0.07%8,264CommonSOLE
03763A207ASTHASTRANA HEALTH INC$1.8M0.07%70,745CommonSOLE
189054109CLXCLOROX CO DEL$1.7M0.06%16,859CommonSOLE
02081G201ATECALPHATEC HLDGS INC$1.7M0.06%80,695CommonSOLE
90400D108RAREULTRAGENYX PHARMACEUTICAL IN$1.7M0.06%73,484CommonSOLE
30034W106EVRGEVERGY INC$1.7M0.06%23,026CommonSOLE
126650100CVSCVS HEALTH CORP$1.7M0.06%20,992CommonSOLE
713448108PEPPEPSICO INC$1.6M0.06%11,259CommonSOLE
G491BT108IVZINVESCO LTD$1.6M0.06%60,651CommonSOLE
855244109SBUXSTARBUCKS CORP$1.6M0.06%18,606CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$1.6M0.06%10,833CommonSOLE
379577208GMEDGLOBUS MED INC$1.5M0.06%17,546CommonSOLE
392709101GRBKGREEN BRICK PARTNERS INC$1.5M0.06%24,181CommonSOLE
02209S103MOALTRIA GROUP INC$1.5M0.06%26,213CommonSOLE
654106103NKENIKE INC$1.5M0.06%23,423CommonSOLE
512816109LAMRLAMAR ADVERTISING CO NEW$1.5M0.06%11,610CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.5M0.06%2,886CommonSOLE
12572Q105CMECME GROUP INC$1.5M0.06%5,311CommonSOLE
629377508NRGNRG ENERGY INC$1.4M0.05%9,013CommonSOLE
834203309SLNOSOLENO THERAPEUTICS INC$1.4M0.05%29,871CommonSOLE
464288646IGSBISHARES TR$1.4M0.05%25,575CommonSOLE
46435U853USHYISHARES TR$1.3M0.05%35,491CommonSOLE
464288638IGIBISHARES TR$1.3M0.05%24,416CommonSOLE
78464A151IBNDSPDR SERIES TRUST$1.3M0.05%40,366CommonSOLE
29273V100ETENERGY TRANSFER L P$1.3M0.05%77,933CommonSOLE
74348A467NOBLPROSHARES TR$1.3M0.05%12,100CommonSOLE
701094104PHPARKER-HANNIFIN CORP$1.2M0.05%1,372CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$1.2M0.05%5,269CommonSOLE
035710839NLYANNALY CAPITAL MANAGEMENT IN$1.2M0.05%53,075CommonSOLE
464287598IWDISHARES TR$1.1M0.04%5,459CommonSOLE
758849103REGREGENCY CTRS CORP$1.1M0.04%16,341CommonSOLE
750491102RDNTRADNET INC$1.1M0.04%15,548CommonSOLE
963320106WHRWHIRLPOOL CORP$1.1M0.04%15,243CommonSOLE
921937819BIVVANGUARD BD INDEX FDS$1.1M0.04%13,927CommonSOLE
06211J100BFCBANK FIRST CORP$1.0M0.04%8,500CommonSOLE
78468R606SPHYSPDR SERIES TRUST$1.0M0.04%43,302CommonSOLE
922908652VXFVANGUARD INDEX FDS$1.0M0.04%4,891CommonSOLE
682680103OKEONEOK INC NEW$1.0M0.04%13,885CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$1.0M0.04%10,052CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS$994,6770.04%16,935CommonSOLE
922908553VNQVANGUARD INDEX FDS$994,5390.04%11,239CommonSOLE
88162F105TTITETRA TECHNOLOGIES INC DEL$957,8010.04%102,220CommonSOLE
87612G101TRGPTARGA RES CORP$954,4190.04%5,173CommonSOLE
74933W510UFIVRBB FD INC$919,1300.03%18,657CommonSOLE
464288661IEIISHARES TR$908,1010.03%7,610CommonSOLE
55024U109LITELUMENTUM HLDGS INC$902,3080.03%2,448CommonSOLE
05356F105AVAHAVEANNA HEALTHCARE HLDGS INC$901,0940.03%110,293CommonSOLE
33939L886RAVIFLEXSHARES TR$870,4430.03%11,552CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$858,3770.03%3,337CommonSOLE
253868103DLRDIGITAL RLTY TR INC$823,5210.03%5,323CommonSOLE
78464A847SPMDSPDR SERIES TRUST$767,8450.03%13,257CommonSOLE
244199105DEDEERE & CO$759,8100.03%1,632CommonSOLE
78468R853SPSMSPDR SERIES TRUST$752,4380.03%16,064CommonSOLE
464287648IWOISHARES TR$728,0650.03%2,254CommonSOLE
407497106HLNEHAMILTON LANE INC$719,4990.03%5,357CommonSOLE
464288588MBBISHARES TR$711,8420.03%7,476CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$691,3390.03%8,671CommonSOLE
89832Q109TFCTRUIST FINL CORP$675,1610.03%13,720CommonSOLE
501044101KRKROGER CO$674,7840.03%10,800CommonSOLE
88579Y101MMM3M CO$652,4080.02%4,075CommonSOLE
464287614IWFISHARES TR$647,9480.02%1,369CommonSOLE
464287457SHYISHARES TR$640,2760.02%7,730CommonSOLE
29272W109ENRENERGIZER HLDGS INC NEW$638,6080.02%32,107CommonSOLE
46436E767USXFISHARES TR$629,5160.02%10,931CommonSOLE
33939L100TILTFLEXSHARES TR$626,5060.02%2,517CommonSOLE
726503105PAAPLAINS ALL AMERN PIPELINE L$622,7870.02%34,686CommonSOLE
33939L860QDFFLEXSHARES TR$618,2550.02%7,664CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$589,7400.02%3,810CommonSOLE
199908104FIXCOMFORT SYS USA INC$587,0390.02%629CommonSOLE
718172109PMPHILIP MORRIS INTL INC$546,8040.02%3,409CommonSOLE
00187Y100APGAPI GROUP CORP$544,8990.02%14,242CommonSOLE
46428R107GSGISHARES S&P GSCI COMMODITY-$543,8930.02%23,586CommonSOLE
28035Q102EPCEDGEWELL PERS CARE CO$543,6390.02%31,885CommonSOLE
G3730V105FTAIFTAI AVIATION LTD$542,9120.02%2,758CommonSOLE
946784105WAYWAYSTAR HLDG CORP$536,7070.02%16,388CommonSOLE
01741R102ATIATI INC$533,7490.02%4,651CommonSOLE
64049M209NEONEOGENOMICS INC$528,2470.02%44,919CommonSOLE
500946108KRROKORRO BIO INC$525,0390.02%65,548CommonSOLE
87256C101TKOTKO GROUP HOLDINGS INC$522,7090.02%2,501CommonSOLE
922908538VOTVANGUARD INDEX FDS$519,7590.02%1,862CommonSOLE
01881G106ABALLIANCEBERNSTEIN HLDG L P$518,1330.02%13,465CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$514,1120.02%96CommonSOLE
947890109WBSWEBSTER FINL CORP$505,7230.02%8,035CommonSOLE
30069T101EEEXCELERATE ENERGY INC$501,6740.02%17,885CommonSOLE
60937P106MDBMONGODB INC$486,4210.02%1,159CommonSOLE
482480100KLACKLA CORP$476,3110.02%392CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$472,5990.02%759CommonSOLE
83418M103SEISOLARIS ENERGY INFRAS INC$472,2040.02%10,272CommonSOLE
093712107BEBLOOM ENERGY CORP$461,0380.02%5,306CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$458,5500.02%1,791CommonSOLE
949746804WFC 7.5 PERP LWELLS FARGO CO NEW$458,3180.02%380CommonSOLE
G0692U109AXSAXIS CAP HLDGS LTD$457,5960.02%4,273CommonSOLE
04206A101ARLOARLO TECHNOLOGIES INC$454,7450.02%32,505CommonSOLE
369604301GEGE AEROSPACE$449,1080.02%1,458CommonSOLE
291011104EMREMERSON ELEC CO$447,9300.02%3,375CommonSOLE
46138G649QQQMINVESCO EXCH TRADED FD TR II$440,1160.02%1,740CommonSOLE
42704L104HRIHERC HLDGS INC$439,7980.02%2,964CommonSOLE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$439,0630.02%5,784CommonSOLE
09062X103BIIBBIOGEN INC$433,8150.02%2,465CommonSOLE
84472E102SSBSOUTHSTATE BK CORP$432,5300.02%4,596CommonSOLE
78463V107GLDSPDR GOLD TR$429,2040.02%1,083CommonSOLE
G3934V109GENIGENIUS SPORTS LIMITED$427,0030.02%38,748CommonSOLE
74340E103PGNYPROGYNY INC$426,2620.02%16,599CommonSOLE
172908105CTASCINTAS CORP$409,1220.02%2,175CommonSOLE
958669103WESWESTERN MIDSTREAM PARTNERS L$408,4300.02%10,340CommonSOLE
89055F103BLDTOPBUILD CORP$402,5880.02%965CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$398,6820.02%1,645CommonSOLE
268150109DTDYNATRACE INC$393,2670.01%9,074CommonSOLE
030111207AMSCAMERICAN SUPERCONDUCTOR CORP$387,6670.01%13,470CommonSOLE
464287507IJHISHARES TR$384,4500.01%5,825CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$382,0620.01%4,835CommonSOLE
464288372IGFISHARES TR$372,2100.01%6,066CommonSOLE
92939U106WECWEC ENERGY GROUP INC$364,9970.01%3,461CommonSOLE
025932104AFGAMERICAN FINL GROUP INC OHIO$358,9220.01%2,626CommonSOLE
10316T104BOXBOX INC$354,1940.01%11,842CommonSOLE
595112103MUMICRON TECHNOLOGY INC$349,0560.01%1,223CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$336,9380.01%2,822CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$332,1980.01%1,922CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$327,3080.01%2,110CommonSOLE
464287440IEFISHARES TR$320,4380.01%3,332CommonSOLE
29605J106ESABESAB CORPORATION$316,8380.01%2,836CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$313,1840.01%1,570CommonSOLE
830940102SKWDSKYWARD SPECIALTY INS GROUP$311,6690.01%6,098CommonSOLE
74933W494UTRERBB FD INC$309,3880.01%6,209CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$309,3170.01%2,639CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$309,0040.01%954CommonSOLE
91529Y106UNMUNUM GROUP$304,5750.01%3,930CommonSOLE
040413205ANETARISTA NETWORKS INC$304,3830.01%2,323CommonSOLE
74624M102PPURE STORAGE INC$297,7250.01%4,443CommonSOLE
78464A805SPTMSPDR SERIES TRUST$295,4610.01%3,582CommonSOLE
032095101APHAMPHENOL CORP NEW$294,8750.01%2,182CommonSOLE
G8068L108SNSHARKNINJA INC$294,2970.01%2,630CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$294,0720.01%3,786CommonSOLE
576323109MTZMASTEC INC$291,7110.01%1,342CommonSOLE
053332102AZOAUTOZONE INC$291,6690.01%86CommonSOLE
45569U101INDIINDIE SEMICONDUCTOR INC$290,8720.01%82,400CommonSOLE
G48833118WFRDWEATHERFORD INTL PLC$290,3450.01%3,710CommonSOLE
05368V106AVNTAVIENT CORPORATION$289,5320.01%9,268CommonSOLE
74933W528USVNRBB FD INC$285,2280.01%5,869CommonSOLE
038222105AMATAPPLIED MATLS INC$285,0020.01%1,109CommonSOLE
N07059210ASMLASML HOLDING N V$284,5830.01%266CommonSOLE
66987V109NVSNOVARTIS AG$282,6340.01%2,050CommonSOLE
82452J109FOURSHIFT4 PMTS INC$280,4050.01%4,453CommonSOLE
577128101MATWMATTHEWS INTL CORP$277,9690.01%10,642CommonSOLE
553368101MPMP MATERIALS CORP$277,6580.01%5,496CommonSOLE
974155103WINGWINGSTOP INC$275,4560.01%1,155CommonSOLE
33939L407GUNRFLEXSHARES TR$269,6700.01%5,879CommonSOLE
G9456A100GLNGGOLAR LNG LTD$269,1400.01%7,233CommonSOLE
375558103GILDGILEAD SCIENCES INC$265,5040.01%2,163CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$264,9360.01%1,596CommonSOLE
74933W536UTENRBB FD INC$264,2840.01%5,999CommonSOLE
83089J108SKYTSKYWATER TECHNOLOGY INC$254,6760.01%14,024CommonSOLE
020002101ALLALLSTATE CORP$246,6580.01%1,185CommonSOLE
032654105ADIANALOG DEVICES INC$240,5540.01%887CommonSOLE
H5919C104ONONON HLDG AG$237,7450.01%5,115CommonSOLE
36828A101GEVGE VERNOVA INC$235,9390.01%361CommonSOLE
770700102HOODROBINHOOD MKTS INC$235,5870.01%2,083CommonSOLE
403949100DINOHF SINCLAIR CORP$232,8880.01%5,054CommonSOLE
78464A854SPYMSPDR SERIES TRUST$232,3970.01%2,897CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$232,0240.01%3,443CommonSOLE
00790R104WMSADVANCED DRAIN SYS INC DEL$229,2660.01%1,583CommonSOLE
704326107PAYXPAYCHEX INC$224,5840.01%2,002CommonSOLE
922908595VBKVANGUARD INDEX FDS$223,5610.01%740CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$223,4940.01%833CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$213,8650.01%1,234CommonSOLE
70932AAH6PMT 8.5 06/01/29PENNYMAC CORP$213,1260.01%200,000CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$212,5570.01%863CommonSOLE
744320102PRUPRUDENTIAL FINL INC$212,0790.01%1,879CommonSOLE
681919106OMCOMNICOM GROUP INC$210,7460.01%2,610CommonSOLE
172062101CINFCINCINNATI FINL CORP$206,2730.01%1,263CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$204,9120.01%4,800CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$203,4900.01%651CommonSOLE
82509L107SHOPSHOPIFY INC$201,4590.01%1,252CommonSOLE
371927104GELGENESIS ENERGY L P$188,2920.01%12,070CommonSOLE
72581M404PXLWPIXELWORKS INC$186,5580.01%29,333CommonSOLE
92557A101DSPVIANT TECHNOLOGY INC$159,5300.01%13,250CommonSOLE
75644T100RCATRED CAT HLDGS INC$117,1820.00%14,777CommonSOLE
393657AM3GBX 2.875 04/15/28GREENBRIER COS INC$31,3230.00%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.