MondegarAI
New Age Alpha Advisors, LLC

Q4 2024 · 13F-HR/A

New Age Alpha Advisors, LLCholdings as filed

Filed 2025-02-12 · accession 0001855205-25-000012

$2.47B
Reported value
875
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 875

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMicrosoft Corporation$56.8M2.30%134,786CommonSOLE
037833100AAPLApple, Inc.$56.6M2.29%225,837CommonSOLE
67066G104NVDANVIDIA CORPORATION$56.4M2.28%419,623CommonSOLE
023135106AMZNAmazon.com, Inc.$49.2M1.99%224,057CommonSOLE
874039100TSMTaiwan Semiconductor Manufacturing Company Ltd.$37.8M1.53%191,200CommonSOLE
084670702BRK/BBerkshire Hathaway, Inc.$29.3M1.18%64,619CommonSOLE
88160R101TSLATesla, Inc.$25.3M1.02%62,742CommonSOLE
46625H100JPMJPMorgan Chase & Company$25.0M1.01%104,460CommonSOLE
11135F101AVGOBroadcom, Inc.$24.5M0.99%105,509CommonSOLE
828806109SPGSimon Property Group, Inc.$24.4M0.99%141,922CommonSOLE
78468R663BILSPDR Bloomberg Barclays 1-3 Month T-Bill$22.6M0.92%247,500CommonSOLE
02079K107GOOGAlphabet, Inc.$21.8M0.88%114,377CommonSOLE
253868103DLRDigital Realty Trust, Inc.$20.6M0.83%116,286CommonSOLE
74340W103PLDPrologis, Inc.$20.4M0.82%192,612CommonSOLE
92556H2060VVBParamount Global$20.3M0.82%1,940,000CommonSOLE
30303M102METAMeta Platforms, Inc. Class A$19.8M0.80%33,876CommonSOLE
30231G102XOMExxon Mobil Corporation$19.2M0.78%178,298CommonSOLE
29444U700EQIXEquinix, Inc.$18.7M0.76%19,861CommonSOLE
02079K305GOOGLAlphabet, Inc.$17.6M0.71%92,757CommonSOLE
060505104BACBank of America Corporation$16.3M0.66%371,316CommonSOLE
22160K105COSTCostco Wholesale Corporation$16.0M0.65%17,413CommonSOLE
91324P102UNHUnitedHealth Group, Inc.$15.7M0.64%31,073CommonSOLE
025816109AXPAmerican Express Company$15.2M0.61%51,162CommonSOLE
95040Q104WELLWelltower, Inc.$15.0M0.61%119,216CommonSOLE
252131107DXCMDexCom, Inc.$14.7M0.59%189,047CommonSOLE
191216100KOCoca-Cola Company (The)$13.8M0.56%221,275CommonSOLE
892331307TMToyota Motor Corporation$13.7M0.55%70,400CommonSOLE
17275R102CSCOCisco Systems, Inc.$13.4M0.54%225,518CommonSOLE
58933Y105MRKMerck & Company, Inc.$13.3M0.54%133,882CommonSOLE
115236101BROBrown & Brown, Inc.$13.2M0.53%129,297CommonSOLE
02665T306AMHAmerican Homes 4 Rent$12.9M0.52%345,425CommonSOLE
872590104TMUST-Mobile USA, Inc.$12.7M0.52%57,751CommonSOLE
H1467J104CBChubb Ltd.$12.5M0.51%45,325CommonSOLE
682189105ONON Semiconductor Corporation$12.2M0.49%192,936CommonSOLE
30225T102EXRExtra Space Storage, Inc.$12.0M0.48%80,030CommonSOLE
701094104PHParker-Hannifin Corporation$11.5M0.47%18,159CommonSOLE
254709108DFSEURDiscover Financial Services$11.1M0.45%64,245CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$11.0M0.45%2,216CommonSOLE
26441C204DUKDuke Energy Corporation$11.0M0.44%101,689CommonSOLE
45841N107IBKRInteractive Brokers Group, Inc.$10.9M0.44%61,628CommonSOLE
925652109VICIVici Properties, Inc$10.8M0.44%369,219CommonSOLE
375558103GILDGilead Sciences, Inc.$10.8M0.44%116,686CommonSOLE
929160109VMCVulcan Materials Company$10.8M0.44%41,886CommonSOLE
931142103WMTWalmart, Inc.$10.6M0.43%117,534CommonSOLE
29472R108ELSEquity LifeStyle Properties, Inc.$10.6M0.43%158,675CommonSOLE
92826C839VVisa, Inc.$10.5M0.42%33,170CommonSOLE
620076307MSIMotorola Solutions, Inc.$10.5M0.42%22,664CommonSOLE
244199105DEDeere & Company$10.4M0.42%24,479CommonSOLE
149123101CATCaterpillar, Inc.$10.1M0.41%27,753CommonSOLE
70450Y103PYPLPayPal Holdings, Inc.$10.0M0.41%117,394CommonSOLE
697435105PANWPalo Alto Networks, Inc.$10.0M0.40%54,956CommonSOLE
00971T101AKAMAkamai Technologies, Inc.$9.9M0.40%103,386CommonSOLE
532457108LLYEli Lilly & Company$9.9M0.40%12,780CommonSOLE
03027X100AMTAmerican Tower Corporation$9.8M0.40%53,691CommonSOLE
231561101CWCurtiss-Wright Corporation$9.8M0.40%27,656CommonSOLE
02209S103MOAltria Group, Inc.$9.8M0.39%186,655CommonSOLE
253393102DKSDick's Sporting Goods, Inc.$9.7M0.39%42,438CommonSOLE
11133T103BRBroadridge Financial Solutions, Inc.$9.6M0.39%42,631CommonSOLE
74460D109PSAPublic Storage$9.6M0.39%31,933CommonSOLE
20825C104COPConocoPhillips$9.4M0.38%94,883CommonSOLE
194162103CLColgate-Palmolive Company$9.3M0.38%102,816CommonSOLE
749685103RPMRPM International, Inc.$9.2M0.37%74,443CommonSOLE
871607107SNPSSynopsys, Inc.$9.0M0.37%18,641CommonSOLE
G3223R108EGEverest Group Ltd.$8.9M0.36%24,610CommonSOLE
67103H107ORLYO'Reilly Automotive, Inc.$8.9M0.36%7,492CommonSOLE
278865100ECLEcolab, Inc.$8.8M0.36%37,766CommonSOLE
681919106OMCOmnicom Group, Inc.$8.8M0.36%102,253CommonSOLE
775711104ROLRollins, Inc.$8.7M0.35%188,442CommonSOLE
803607100SRPTSarepta Therapeutics, Inc.$8.6M0.35%70,340CommonSOLE
237194105DRIDarden Restaurants, Inc.$8.4M0.34%44,888CommonSOLE
053484101AVBAvalonBay Communities, Inc.$8.3M0.34%37,806CommonSOLE
756109104ORealty Income Corporation$8.3M0.34%155,245CommonSOLE
704326107PAYXPaychex, Inc.$8.1M0.33%57,943CommonSOLE
038336103ATRAptarGroup, Inc.$8.0M0.32%50,648CommonSOLE
172908105CTASCintas Corporation$7.9M0.32%43,229CommonSOLE
46187W107INVHInvitation Homes, Inc.$7.9M0.32%246,638CommonSOLE
45784P101PODDInsulet Corporation$7.9M0.32%30,096CommonSOLE
759351604RGAReinsurance Group of America, Inc.$7.9M0.32%36,773CommonSOLE
459200101IBMInternational Business Machines Corporation$7.8M0.32%35,603CommonSOLE
46982L108JJacobs Solutions, Inc.$7.8M0.31%58,203CommonSOLE
76169C100REXRRexford Industrial Realty, Inc.$7.7M0.31%199,735CommonSOLE
742718109PGProcter & Gamble Company (The)$7.7M0.31%45,713CommonSOLE
171779309CIENCiena Corporation$7.6M0.31%89,902CommonSOLE
637417106NNNNational Retail Properties, Inc.$7.6M0.31%186,122CommonSOLE
91529Y106UNMUnum Group$7.5M0.30%103,143CommonSOLE
109641100EATBrinker International, Inc.$7.2M0.29%54,691CommonSOLE
14174T107CTRECareTrust REIT, Inc.$7.2M0.29%267,415CommonSOLE
19247G107COHRCoherent Corporation$7.2M0.29%75,873CommonSOLE
14149Y108CAHCardinal Health, Inc.$7.2M0.29%60,738CommonSOLE
229663109CUBECubeSmart$7.2M0.29%166,911CommonSOLE
110122108BMYBristol-Myers Squibb Company$7.1M0.29%125,719CommonSOLE
48020Q107JLLJones Lang LaSalle, Inc.$7.1M0.29%28,042CommonSOLE
40412C101HCAHCA Healthcare, Inc.$7.0M0.28%23,431CommonSOLE
29261A100EHCEncompass Health Corporation$6.9M0.28%74,978CommonSOLE
88033G407THCTenet Healthcare Corporation$6.9M0.28%54,692CommonSOLE
297178105ESSEssex Property Trust, Inc.$6.8M0.27%23,731CommonSOLE
90353T100UBERUber Technologies, Inc.$6.8M0.27%111,932CommonSOLE
025932104AFGAmerican Financial Group, Inc.$6.8M0.27%49,304CommonSOLE
758750103RRXRegal Rexnord Corporation$6.4M0.26%41,427CommonSOLE
247361702DALDelta Air Lines, Inc.$6.4M0.26%105,025CommonSOLE
68389X105ORCLOracle Corporation$6.3M0.25%37,818CommonSOLE
893641100TDGTransDigm Group, Inc.$6.2M0.25%4,926CommonSOLE
929740108WABWabtec$6.2M0.25%32,724CommonSOLE
860630102SFStifel Financial Corporation$6.2M0.25%58,198CommonSOLE
320517105FHNFirst Horizon National Corporation$6.1M0.25%304,771CommonSOLE
29786A106ETSYEtsy, Inc.$6.1M0.25%115,653CommonSOLE
461202103INTUIntuit, Inc.$6.1M0.25%9,708CommonSOLE
29476L107EQREquity Residential$6.1M0.25%84,418CommonSOLE
69351T106PPLPPL Corporation$6.0M0.24%184,340CommonSOLE
457187102INGRIngredion, Inc.$6.0M0.24%43,482CommonSOLE
15135B101CNCCentene Corporation$6.0M0.24%98,605CommonSOLE
75886F107REGNRegeneron Pharmaceuticals, Inc.$5.9M0.24%8,312CommonSOLE
46284V101IRMIron Mountain, Inc.$5.9M0.24%55,728CommonSOLE
G39108108GTESGATES INDUSTRIAL CORP PLC$5.8M0.24%284,106CommonSOLE
07831C103BRBRBellRing Brands, Inc.$5.8M0.23%76,413CommonSOLE
052800109ALVAutoliv, Inc.$5.7M0.23%60,947CommonSOLE
360271100FULTFulton Financial Corporation$5.7M0.23%294,481CommonSOLE
464288513HYGiShares iBoxx $ High Yield Corporate Bond ETF$5.7M0.23%72,115CommonSOLE
57636Q104MAMastercard, Inc.$5.7M0.23%10,736CommonSOLE
778296103ROSTRoss Stores, Inc.$5.6M0.23%37,330CommonSOLE
872540109TJXTJX Companies, Inc. (The)$5.6M0.23%46,391CommonSOLE
37045V100GMGeneral Motors Company$5.6M0.23%104,977CommonSOLE
166764100CVXChevron Corporation$5.6M0.23%38,592CommonSOLE
499049104KNXKnight-Swift Transportation Holdings, Inc.$5.5M0.22%104,072CommonSOLE
337932107FEFirstEnergy Corporation$5.5M0.22%137,632CommonSOLE
670837103OGEOGE Energy Corporation$5.5M0.22%132,700CommonSOLE
127387108CDNSCadence Design Systems, Inc.$5.5M0.22%18,200CommonSOLE
844741108LUVSouthwest Airlines Company$5.5M0.22%162,567CommonSOLE
957638109WALWestern Alliance Bancorp$5.4M0.22%65,215CommonSOLE
910047109UALUnited Airlines Holdings, Inc.$5.4M0.22%55,341CommonSOLE
92532F100VRTXVertex Pharmaceuticals, Inc.$5.4M0.22%13,307CommonSOLE
127190304CACICACI International, Inc.$5.4M0.22%13,258CommonSOLE
057665200BCPCBalchem Corporation$5.3M0.22%32,790CommonSOLE
243537107DECKDeckers Outdoor Corporation$5.2M0.21%25,834CommonSOLE
92343E102VRSNVeriSign, Inc.$5.2M0.21%25,244CommonSOLE
031162100AMGNAmgen, Inc.$5.2M0.21%20,019CommonSOLE
012653101ALBAlbemarle Corporation$5.1M0.21%59,635CommonSOLE
92276F100VTRVentas, Inc.$5.1M0.21%86,641CommonSOLE
806857108SLBSchlumberger Ltd.$5.1M0.20%132,112CommonSOLE
000957100ABMABM Industries, Inc.$5.1M0.20%98,835CommonSOLE
127097103CTRACoterra Energy, Inc.$5.0M0.20%197,664CommonSOLE
49446R109KIMKimco Realty Corporation$5.0M0.20%213,657CommonSOLE
36467J108GLPIGaming and Leisure Properties, Inc.$4.9M0.20%101,000CommonSOLE
354613101BENFranklin Resources, Inc.$4.8M0.20%238,485CommonSOLE
57667L107MTCHMatch Group, Inc.$4.8M0.19%146,265CommonSOLE
03662Q105AKXANSYS, Inc.$4.7M0.19%14,000CommonSOLE
629209305NMIHNMI Holdings, Inc.$4.7M0.19%128,436CommonSOLE
172967424CCitigroup, Inc.$4.7M0.19%66,753CommonSOLE
030420103AWKAmerican Water Works Company, Inc.$4.7M0.19%37,718CommonSOLE
00751Y106AAPAdvance Auto Parts, Inc.$4.7M0.19%99,019CommonSOLE
008492100ADCAgree Realty Corporation$4.7M0.19%66,352CommonSOLE
22160N109CSGPCoStar Group, Inc.$4.7M0.19%65,295CommonSOLE
05379B107AVAAvista Corporation$4.7M0.19%127,077CommonSOLE
949746101WMT2Wells Fargo & Company$4.6M0.19%65,905CommonSOLE
14040H105COFCapital One Financial Corporation$4.6M0.18%25,644CommonSOLE
46266C105IQVIQVIA Holdings, Inc.$4.6M0.18%23,228CommonSOLE
693718108PCARPACCAR, Inc.$4.5M0.18%43,335CommonSOLE
552953101MGMMGM Resorts International$4.4M0.18%128,323CommonSOLE
130788102CWTCalifornia Water Service Group$4.4M0.18%98,034CommonSOLE
303075105FDSFactSet Research Systems, Inc.$4.4M0.18%9,212CommonSOLE
651639106NEMNewmont Corporation$4.4M0.18%118,556CommonSOLE
41068X100HASIHANNON ARMSTRONG SUSTAINABLE INFRASTRUCTURE CAPITA$4.4M0.18%164,158CommonSOLE
816300107SIGISelective Insurance Group, Inc.$4.4M0.18%46,666CommonSOLE
85254J102STAGSTAG Industrial, Inc.$4.3M0.17%127,657CommonSOLE
012348108AINAlbany International Corporation$4.3M0.17%53,773CommonSOLE
98419M100XYLXylem, Inc.$4.3M0.17%37,037CommonSOLE
668771108GENGen Digital, Inc.$4.2M0.17%154,056CommonSOLE
89832Q109TFCTruist Financial Corporation$4.2M0.17%97,172CommonSOLE
303250104FICOFair Isaac Corporation$4.2M0.17%2,105CommonSOLE
03076C106AMPAmeriprise Financial, Inc.$4.2M0.17%7,838CommonSOLE
G29183103ETNEaton Corporation plc$4.1M0.17%12,500CommonSOLE
74624M102PPURE STORAGE, INC.$4.1M0.17%67,468CommonSOLE
929042109VNOVornado Realty Trust$4.1M0.17%97,779CommonSOLE
896522109TRNTrinity Industries, Inc.$4.1M0.16%115,958CommonSOLE
89417E109TRVTravelers Companies, Inc. (The)$4.1M0.16%16,869CommonSOLE
98978V103ZTSZoetis, Inc.$4.0M0.16%24,838CommonSOLE
30212P303EXPEExpedia Group, Inc.$4.0M0.16%21,614CommonSOLE
015271109AREAlexandria Real Estate Equities, Inc.$4.0M0.16%40,653CommonSOLE
38141G104GSGoldman Sachs Group, Inc. (The)$4.0M0.16%6,916CommonSOLE
703481101PTENPatterson-UTI Energy, Inc.$4.0M0.16%479,107CommonSOLE
931427108WFCWalgreen Boots Alliance, Inc.$3.9M0.16%423,274CommonSOLE
26884U109EPREPR Properties$3.9M0.16%88,741CommonSOLE
05722G100BKRBaker Hughes, a GE Company$3.9M0.16%94,840CommonSOLE
521865204LEALear Corporation$3.9M0.16%40,873CommonSOLE
688239201OSKOshkosh Corporation$3.9M0.16%40,603CommonSOLE
902653104UDRUDR, Inc.$3.9M0.16%88,695CommonSOLE
62955J103NOVNov, Inc. COM$3.8M0.16%263,199CommonSOLE
N6596X109NXPINXP Semiconductors N.V.$3.8M0.15%18,406CommonSOLE
036752103ELVElevance Health Incorporated$3.8M0.15%10,338CommonSOLE
30034W106EVRGEvergy, Inc.$3.8M0.15%61,641CommonSOLE
497266106KEXKirby Corporation$3.7M0.15%35,402CommonSOLE
35086T109FCPTFour Corners Property Trust, Inc.$3.7M0.15%137,049CommonSOLE
464287200IVViShares Core S&P 500 ETF$3.7M0.15%6,317CommonSOLE
879433829TDSTelephone and Data Systems, Inc.$3.7M0.15%108,993CommonSOLE
526107107LIILennox International, Inc.$3.7M0.15%6,009CommonSOLE
861896108SNEXStoneX Group, Inc.$3.6M0.15%37,195CommonSOLE
74935Q107RBARB Global Inc.$3.6M0.15%40,331CommonSOLE
464287481IWPISHARES RUSSEL MIDCAP$3.6M0.15%28,601CommonSOLE
205887102CAGConagra Brands, Inc.$3.6M0.15%130,570CommonSOLE
49427F108KRCKilroy Realty Corporation$3.6M0.15%89,520CommonSOLE
05465C100AXAXOS FINANCIAL, INC.$3.6M0.15%51,623CommonSOLE
82981J851SITCSITE CTRS CORP COM$3.6M0.15%235,041CommonSOLE
337738108FISVFiserv, Inc.$3.6M0.15%17,472CommonSOLE
526057104LENLennar Corporation$3.6M0.14%26,137CommonSOLE
562750109MANHManhattan Associates, Inc.$3.5M0.14%13,008CommonSOLE
007903107AMDAdvanced Micro Devices, Inc.$3.5M0.14%28,899CommonSOLE
773903109ROKRockwell Automation, Inc.$3.4M0.14%12,025CommonSOLE
159864107CRLCharles River Laboratories International, Inc.$3.4M0.14%18,577CommonSOLE
79466L302CRMSalesforce, Inc.$3.4M0.14%10,199CommonSOLE
127203107WHDCactus, Inc.$3.4M0.14%58,422CommonSOLE
92537N108VRTVeritiv Holdings Company$3.4M0.14%30,000CommonSOLE
603158106MTXMinerals Technologies, Inc.$3.4M0.14%44,717CommonSOLE
942622200WSOWatsco, Inc.$3.4M0.14%7,124CommonSOLE
29084Q100EMEEMCOR Group, Inc.$3.4M0.14%7,424CommonSOLE
92936U109WPCW.P. Carey, Inc.$3.4M0.14%61,646CommonSOLE
911363109URIUnited Rentals, Inc.$3.4M0.14%4,763CommonSOLE
18467V109YOUClear Secure, Inc.$3.4M0.14%125,907CommonSOLE
126650100CVSCVS Health Corporation$3.4M0.14%74,655CommonSOLE
577933104MMSMAXIMUS, Inc.$3.3M0.14%44,804CommonSOLE
006739106ADUSAddus HomeCare Corporation$3.3M0.13%26,578CommonSOLE
501889208LKQLKQ Corporation$3.3M0.13%90,585CommonSOLE
654106103NKENIKE, Inc.$3.3M0.13%43,844CommonSOLE
30161N101EXCExelon Corporation$3.3M0.13%88,055CommonSOLE
573874104MRVLMarvell Technology, Inc.$3.3M0.13%30,000CommonSOLE
64110L106NFLXNetflix, Inc.$3.3M0.13%3,698CommonSOLE
36828A101GEVGE Verona LLC$3.3M0.13%10,000CommonSOLE
70451X104PAYOPayoneer Global, Inc.$3.3M0.13%327,311CommonSOLE
199908104FIXComfort Systems USA, Inc.$3.3M0.13%7,722CommonSOLE
147528103CASYCasey's General Stores, Inc.$3.2M0.13%8,044CommonSOLE
156504300CCSCentury Communities, Inc.$3.2M0.13%43,286CommonSOLE
42809H107HESHess Corporation$3.2M0.13%23,841CommonSOLE
517834107LVSLas Vegas Sands Corporation$3.2M0.13%61,428CommonSOLE
628778102NBTBNBT Bancorp, Inc.$3.2M0.13%65,981CommonSOLE
626717102MURMurphy Oil Corporation$3.1M0.13%104,034CommonSOLE
384109104GGGGraco, Inc.$3.1M0.13%37,226CommonSOLE
88262P102TPLTexas Pacific Land Corporation$3.1M0.13%2,824CommonSOLE
60871R209TAPMolson Coors Beverage Company$3.1M0.12%53,832CommonSOLE
03784Y200APLEApple Hospitality REIT, Inc.$3.1M0.12%198,917CommonSOLE
64125C109NBIXNeurocrine Biosciences, Inc.$3.1M0.12%22,363CommonSOLE
723484101PNWPinnacle West Capital Corporation$3.0M0.12%35,687CommonSOLE
231021106CMICummins, Inc.$3.0M0.12%8,596CommonSOLE
70202L102PSNPARSONS CORPORATION COM$3.0M0.12%32,475CommonSOLE
G0450A105ACGLArch Capital Group Ltd.$3.0M0.12%32,436CommonSOLE
13100M509CALXCalix, Inc.$3.0M0.12%85,502CommonSOLE
713448108PEPPepsiCo, Inc.$3.0M0.12%19,540CommonSOLE
444859102HUMHumana, Inc.$3.0M0.12%11,665CommonSOLE
298736109EEFTEuronet Worldwide, Inc.$3.0M0.12%28,761CommonSOLE
345370860FFord Motor Company$3.0M0.12%298,126CommonSOLE
86800U302SMCISuper Micro Computer, Inc.$2.9M0.12%96,357CommonSOLE
579780206MKCMcCormick & Company, Inc.$2.9M0.12%38,453CommonSOLE
758849103REGRegency Centers Corporation$2.9M0.12%39,408CommonSOLE
254687106DISWalt Disney Company (The)$2.9M0.12%25,999CommonSOLE
666807102NOCNorthrop Grumman Corporation$2.9M0.12%6,163CommonSOLE
24703L202DELLDell Technologies, Inc.$2.9M0.12%25,000CommonSOLE
412822108HOGHarley-Davidson, Inc.$2.9M0.12%95,043CommonSOLE
09073M104TECHBio-Techne Corporation$2.9M0.12%39,756CommonSOLE
163086101CHEFCHEFS' WAREHOUSE, INC. (THE)$2.8M0.12%57,764CommonSOLE
833034101SNASnap-on, Inc.$2.8M0.11%8,339CommonSOLE
518415104LSCCLattice Semiconductor Corporation$2.8M0.11%49,726CommonSOLE
894164102TNLTravel and Leisure Company$2.8M0.11%55,539CommonSOLE
889478103TOLToll Brothers, Inc.$2.8M0.11%22,100CommonSOLE
539830109LMTLockheed Martin Corporation$2.8M0.11%5,685CommonSOLE
343498101FLOFlowers Foods, Inc.$2.7M0.11%133,025CommonSOLE
11120U105BRXBrixmor Property Group, Inc.$2.7M0.11%98,466CommonSOLE
366651107ITGartner, Inc.$2.7M0.11%5,628CommonSOLE
609207105MDLZMondelez International, Inc.$2.7M0.11%45,503CommonSOLE
502431109LHXL3Harris Technologies, Inc.$2.6M0.11%12,584CommonSOLE
01749D105ALGMAllegro MicroSystems, Inc.$2.6M0.11%120,623CommonSOLE
842587107SOSouthern Company$2.6M0.11%31,969CommonSOLE
26603R106DUOLDUOLINGO$2.6M0.11%8,082CommonSOLE
882681109TXRHTexas Roadhouse, Inc.$2.6M0.11%14,488CommonSOLE
278642103EBAYeBay, Inc.$2.6M0.10%41,553CommonSOLE
05368V106AVNTAvient Corporation$2.6M0.10%62,965CommonSOLE
45073V108ITTITT, Inc.$2.6M0.10%17,954CommonSOLE
184496107CLHClean Harbors, Inc.$2.6M0.10%11,128CommonSOLE
G51502105JCIJohnson Controls International plc$2.5M0.10%32,132CommonSOLE
512816109LAMRLamar Advertising Company$2.5M0.10%20,437CommonSOLE
H2906T109GRMNGarmin Ltd.$2.5M0.10%11,998CommonSOLE
64110D104NTAPNetApp, Inc.$2.5M0.10%21,307CommonSOLE
042068205ARMARM Holdings PLC$2.5M0.10%20,000CommonSOLE
319829107FCFFirst Commonwealth Financial Corporation$2.5M0.10%145,131CommonSOLE
G6700G107NVTnVent Electric PLC$2.4M0.10%35,805CommonSOLE
902973304USBU.S. Bancorp$2.4M0.10%50,801CommonSOLE
70959W103PAGPenske Automotive Group, Inc.$2.4M0.10%15,875CommonSOLE
42250P103DOCHealthpeak Properties, Inc.$2.4M0.10%118,683CommonSOLE
49803T300KRGKite Realty Group Trust$2.4M0.10%95,056CommonSOLE
69047Q102OVVOvintiv, Inc.$2.4M0.10%58,545CommonSOLE
600544100MLKNMillerKnoll, Inc.$2.4M0.10%104,905CommonSOLE
686688102ORAOrmat Technologies, Inc.$2.3M0.09%34,523CommonSOLE
281020107EIXEdison International$2.3M0.09%29,138CommonSOLE
533900106LECOLincoln Electric Holdings, Inc.$2.3M0.09%12,407CommonSOLE
23345M107DTMDT Midstream, Inc.$2.3M0.09%23,312CommonSOLE
171340102CHDChurch & Dwight Company, Inc.$2.3M0.09%22,128CommonSOLE
553530106MSMMSC Industrial Direct Company, Inc.$2.3M0.09%30,781CommonSOLE
866674104SUISun Communities, Inc.$2.3M0.09%18,672CommonSOLE
88162G103TTEKTetra Tech, Inc.$2.3M0.09%57,477CommonSOLE
761152107RMDResMed, Inc.$2.3M0.09%10,005CommonSOLE
458140100INTCIntel Corporation$2.3M0.09%114,092CommonSOLE
42226K105HRHealthcare Realty Trust, Inc.$2.3M0.09%134,289CommonSOLE
49714P108KNSLKinsale Capital Group, Inc.$2.3M0.09%4,881CommonSOLE
35671D857FCXFreeport-McMoRan, Inc.$2.2M0.09%58,987CommonSOLE
74736K101QRVOQorvo, Inc.$2.2M0.09%31,508CommonSOLE
25278X109FANGDiamondback Energy, Inc.$2.2M0.09%13,434CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$2.2M0.09%3,806CommonSOLE
05605H100BWXTBWX Technologies, Inc.$2.2M0.09%19,638CommonSOLE
406216101HALHalliburton Company$2.2M0.09%79,780CommonSOLE
980745103WWDWoodward, Inc.$2.1M0.09%12,841CommonSOLE
30161Q104EXELExelixis, Inc.$2.1M0.09%63,149CommonSOLE
784305104HTOSJW Group$2.1M0.08%42,246CommonSOLE
92840M102VSTVistra Energy Corporation$2.1M0.08%15,000CommonSOLE
22788C105CRWDCrowdshare Holdings, Inc.$2.1M0.08%6,000CommonSOLE
441593100HLIHOULIHAN LOKEY, INC.$2.0M0.08%11,791CommonSOLE
374297109GTYGetty Realty Corporation$2.0M0.08%67,864CommonSOLE
03820C105AITApplied Industrial Technologies, Inc.$2.0M0.08%8,448CommonSOLE
89055F103BLDTopBuild Corporation$2.0M0.08%6,456CommonSOLE
380237107GDDYGoDaddy, Inc.$2.0M0.08%10,182CommonSOLE
70975L107PENPenumbra, Inc.$2.0M0.08%8,398CommonSOLE
27579R104EWBCEast West Bancorp, Inc.$2.0M0.08%20,604CommonSOLE
88023U101SGITempur Sealy International, Inc.$2.0M0.08%34,724CommonSOLE
670346105NUENucor Corporation$2.0M0.08%16,803CommonSOLE
71424F105PRPermian Resources Corporation$2.0M0.08%136,181CommonSOLE
681936100OHIOmega Healthcare Investors, Inc.$2.0M0.08%51,611CommonSOLE
745867101PHMPulteGroup, Inc.$1.9M0.08%17,890CommonSOLE
29977A105EVREvercore Partners, Inc.$1.9M0.08%7,019CommonSOLE
55087P104LYFTLyft, Inc.$1.9M0.08%150,000CommonSOLE
G7496G103RNRRenaissanceRe Holdings Ltd.$1.9M0.08%7,768CommonSOLE
59522J103MAAMid-America Apartment Communities, Inc.$1.9M0.08%12,459CommonSOLE
70438V106PCTYPaylocity Holding Corporation$1.9M0.08%9,622CommonSOLE
025537101AEPAmerican Electric Power Company, Inc.$1.9M0.08%20,626CommonSOLE
040413205ANETArista Networks, Inc.$1.9M0.08%17,168CommonSOLE
25960P109DEIDouglas Emmett, Inc.$1.9M0.08%102,232CommonSOLE
75524B104RBCRBC Bearings, Inc.$1.9M0.08%6,337CommonSOLE
830566105SKAASkechers U.S.A., Inc.$1.9M0.08%28,088CommonSOLE
58506Q109MEDPMedpace Holdings, Inc.$1.9M0.08%5,678CommonSOLE
650111107NYTNew York Times Company (The)$1.9M0.08%36,047CommonSOLE
101137107BSXBoston Scientific Corporation$1.9M0.08%20,923CommonSOLE
957090103WABCWestamerica BanCorporation$1.9M0.08%35,554CommonSOLE
03743Q108APAAPA Corporation$1.9M0.08%80,743CommonSOLE
26969P108EXPEagle Materials, Inc.$1.8M0.07%7,413CommonSOLE
898202106TRUPTrupanion, Inc.$1.8M0.07%37,741CommonSOLE
29452E101EQHEquitable Holdings, Inc.$1.8M0.07%38,307CommonSOLE
44107P104HSTHost Hotels & Resorts, Inc.$1.8M0.07%102,747CommonSOLE
655664100JWNUSDNordstrom, Inc.$1.8M0.07%74,261CommonSOLE
23918K108DVADaVita, Inc.$1.8M0.07%11,915CommonSOLE
974155103WINGWingstop, Inc.$1.8M0.07%6,212CommonSOLE
316773100FITBFifth Third Bancorp$1.8M0.07%41,604CommonSOLE
75513E101RTXRTX Corporation$1.8M0.07%15,154CommonSOLE
150870103CECelanese Corporation$1.7M0.07%25,088CommonSOLE
G3323L100FNFabrinet$1.7M0.07%7,811CommonSOLE
413197104HRMYHarmony Biosciences Holdings, Inc.$1.7M0.07%49,632CommonSOLE
546347105LPXLouisiana-Pacific Corporation$1.7M0.07%16,380CommonSOLE
62944T105NVRNVR, Inc.$1.7M0.07%207CommonSOLE
024013104AATAmerican Assets Trust, Inc.$1.7M0.07%63,996CommonSOLE
002896207ANFAbercrombie & Fitch Company$1.7M0.07%11,093CommonSOLE
754730109RJFRaymond James Financial, Inc.$1.7M0.07%10,671CommonSOLE
700517105PKPark Hotels & Resorts, Inc.$1.6M0.07%117,267CommonSOLE
29358P101ENSGEnsign Group, Inc. (The)$1.6M0.07%12,411CommonSOLE
875465106SKTTanger Inc.$1.6M0.07%48,205CommonSOLE
093671105HRBH&R Block, Inc.$1.6M0.07%31,111CommonSOLE
G0750C108AXTAAxalta Coating Systems Ltd.$1.6M0.07%47,981CommonSOLE
91307C102UTHRUnited Therapeutics Corporation$1.6M0.07%4,637CommonSOLE
80874P109LNWOLight & Wonder, Inc.$1.6M0.07%18,768CommonSOLE
87165B103SYFSynchrony Financial$1.6M0.07%24,751CommonSOLE
03762U105ARIApollo Commercial Real Estate Finance, Inc.$1.6M0.06%183,183CommonSOLE
96208T104WEXWEX, Inc.$1.6M0.06%9,011CommonSOLE
983793100XPOXPO Logistics, Inc.$1.6M0.06%12,042CommonSOLE
26210C104DBXDropbox, Inc.$1.6M0.06%52,530CommonSOLE
674215207CHRDChord Energy Corporation$1.6M0.06%13,377CommonSOLE
829073105SSDSimpson Manufacturing Company, Inc.$1.5M0.06%9,314CommonSOLE
09061G101BMRNBioMarin Pharmaceutical, Inc.$1.5M0.06%23,422CommonSOLE
227046109CROXCrocs, Inc.$1.5M0.06%13,929CommonSOLE
29605J106ESABESAB Corporation$1.5M0.06%12,476CommonSOLE
228903100AORTArtivion, Inc.$1.5M0.06%52,223CommonSOLE
464287598IWDISHARES RUSSELL 1000 VALUE INDEX FUND$1.5M0.06%8,060CommonSOLE
824348106SHWSherwin-Williams Company (The)$1.5M0.06%4,375CommonSOLE
91347P105OLEDUniversal Display Corporation$1.5M0.06%9,983CommonSOLE
576485205MTDRMatador Resources Company$1.5M0.06%25,785CommonSOLE
72352L106PINSPinterest, Inc.$1.4M0.06%50,000CommonSOLE
637870106NSANational Storage Affiliates Trust$1.4M0.06%38,221CommonSOLE
23804L103DDOGDatadog, Inc.$1.4M0.06%10,000CommonSOLE
021369103ALTREURAltair Engineering, Inc.$1.4M0.06%13,041CommonSOLE
011659109ALKAlaska Air Group, Inc.$1.4M0.06%21,935CommonSOLE
172755100CRUSCirrus Logic, Inc.$1.4M0.06%14,134CommonSOLE
78351F107RYANRyan Specialty Group Holdings, Inc.$1.4M0.06%21,922CommonSOLE
21037T109CEGConstellation Energy Corporation$1.4M0.06%6,259CommonSOLE
253798102DGIIDigi International, Inc.$1.4M0.06%46,309CommonSOLE
67000B104NOVTNovanta, Inc.$1.4M0.06%9,109CommonSOLE
204166102CVLTCommVault Systems, Inc.$1.4M0.06%9,189CommonSOLE
45866F104ICEIntercontinental Exchange, Inc.$1.4M0.06%9,232CommonSOLE
516544103LNTHLantheus Holdings, Inc.$1.4M0.06%15,259CommonSOLE
38526M106LOPEGrand Canyon Education, Inc.$1.4M0.05%8,252CommonSOLE
40637H109HALOHalozyme Therapeutics, Inc.$1.4M0.05%28,264CommonSOLE
070830104BBWIBath & Body Works, Inc.$1.3M0.05%34,817CommonSOLE
407497106HLNEHamilton Lane, Inc.$1.3M0.05%9,114CommonSOLE
26856L103ELFe.l.f. Beauty, Inc.$1.3M0.05%10,668CommonSOLE
43300A203HLTHilton Worldwide Holdings, Inc.$1.3M0.05%5,401CommonSOLE
05352A100AVTRAvantor, Inc.$1.3M0.05%62,222CommonSOLE
83545G102SAHSonic Automotive, Inc.$1.3M0.05%20,691CommonSOLE
32054K103FRFirst Industrial Realty Trust, Inc.$1.3M0.05%26,091CommonSOLE
371901109GNTXGentex Corporation$1.3M0.05%45,265CommonSOLE
494368103KMBKimberly-Clark Corporation$1.3M0.05%9,770CommonSOLE
018802108LNTAlliant Energy Corporation$1.3M0.05%21,377CommonSOLE
88579Y101MMM3M Company$1.3M0.05%9,686CommonSOLE
03783C100APPFAPPFOLIO, INC.$1.2M0.05%5,062CommonSOLE
422819102HSIHeidrick & Struggles International, Inc.$1.2M0.05%28,148CommonSOLE
942749102WTSWatts Water Technologies, Inc.$1.2M0.05%6,100CommonSOLE
928881101VNTVontier Corporation$1.2M0.05%33,899CommonSOLE
21874C102CNMCore & Main Inc. - Class A$1.2M0.05%24,109CommonSOLE
G0508H110ALTMEURArcadium Lithium plc$1.2M0.05%237,867CommonSOLE
125523100CICigna Group (The)$1.2M0.05%4,412CommonSOLE
257651109DCIDonaldson Company, Inc.$1.2M0.05%18,048CommonSOLE
58155Q103MCKMcKesson Corporation$1.2M0.05%2,124CommonSOLE
580135101MCDMcDonald's Corporation$1.2M0.05%4,158CommonSOLE
83417Q2040OIASolarWinds Corporation$1.2M0.05%84,378CommonSOLE
200340107CMAComerica, Inc.$1.2M0.05%19,368CommonSOLE
56585A102MPCMarathon Petroleum Corporation$1.2M0.05%8,548CommonSOLE
78409V104SPGIS&P Global, Inc.$1.2M0.05%2,366CommonSOLE
02376R102AALAmerican Airlines Group, Inc.$1.2M0.05%67,555CommonSOLE
78377T107RHPRyman Hospitality Properties, Inc.$1.2M0.05%11,277CommonSOLE
537008104LFUSLittelfuse, Inc.$1.2M0.05%4,986CommonSOLE
65290E101NXTNextracker Inc - Class A$1.2M0.05%31,889CommonSOLE
464287614IWFISHARES RUSSELL 1000 GROWTH ETF$1.2M0.05%2,895CommonSOLE
85208M102SFMSprouts Farmers Market, Inc.$1.2M0.05%9,141CommonSOLE
00724F101ADBEAdobe, Inc.$1.2M0.05%2,605CommonSOLE
907818108UNPUnion Pacific Corporation$1.2M0.05%5,077CommonSOLE
45337C102INCYIncyte Corporation$1.2M0.05%16,742CommonSOLE
084423102WRBBerkley (W.R.) Corporation$1.2M0.05%19,730CommonSOLE
G48833118WFRDWeatherford International PLC$1.2M0.05%16,090CommonSOLE
74758T303QLYSQualys, Inc.$1.1M0.05%8,201CommonSOLE
55303J106MGPIMGP Ingredients, Inc.$1.1M0.05%28,970CommonSOLE
452308109ITWIllinois Tool Works, Inc.$1.1M0.05%4,409CommonSOLE
064058100BKBank of New York Mellon Corporation (The)$1.1M0.05%14,546CommonSOLE
26875P101EOGEOG Resources, Inc.$1.1M0.04%9,057CommonSOLE
751212101RLRalph Lauren Corporation$1.1M0.04%4,773CommonSOLE
46120E602ISRGIntuitive Surgical, Inc.$1.1M0.04%2,104CommonSOLE
22002T108CDPCOPT Defense Properties$1.1M0.04%35,468CommonSOLE
032095101APHAmphenol Corporation$1.1M0.04%15,636CommonSOLE
718172109PMPhilip Morris International, Inc.$1.1M0.04%8,957CommonSOLE
G0176J109ALLEAllegion plc$1.1M0.04%8,223CommonSOLE
103304101BYDBoyd Gaming Corporation$1.1M0.04%14,802CommonSOLE
863667101SYKStryker Corporation$1.1M0.04%2,952CommonSOLE
824889109SCVLShoe Carnival, Inc.$1.1M0.04%32,026CommonSOLE
913903100UHSUniversal Health Services, Inc.$1.1M0.04%5,862CommonSOLE
665859104NTRSNorthern Trust Corporation$1.1M0.04%10,256CommonSOLE
46590V100JBGSJBG SMITH Properties$1.1M0.04%68,363CommonSOLE
500754106KHCThe Kraft Heinz Company$1.1M0.04%34,192CommonSOLE
695156109PKGPackaging Corporation of America$1.0M0.04%4,642CommonSOLE
74965L101RLJRLJ Lodging Trust$1.0M0.04%101,691CommonSOLE
74347M108PUMPProPetro Holding Corp$1.0M0.04%109,283CommonSOLE
267475101DYDycom Industries, Inc.$1.0M0.04%5,834CommonSOLE
229899109CFRCullen/Frost Bankers, Inc.$1.0M0.04%7,549CommonSOLE
133131102CPTCamden Property Trust$1.0M0.04%8,702CommonSOLE
277276101EGPEastGroup Properties, Inc.$1.0M0.04%6,267CommonSOLE
91913Y100VLOValero Energy Corporation$996,7790.04%8,131CommonSOLE
60741F104MBLYMOBILEYE GLOBAL INC-A$996,0000.04%50,000CommonSOLE
171484108CHDNChurchill Downs, Inc.$989,5310.04%7,410CommonSOLE
718546104PSXPhillips 66$982,0770.04%8,620CommonSOLE
313745101FRTFederal Realty Investment Trust$974,1890.04%8,702CommonSOLE
369550108GDGeneral Dynamics Corporation$970,1710.04%3,682CommonSOLE
437076102HDHome Depot, Inc. (The)$970,1410.04%2,494CommonSOLE
222795502CUZCousins Properties, Inc.$967,3660.04%31,572CommonSOLE
20030N101CMCSAComcast Corporation$959,6050.04%25,569CommonSOLE
538034109LYVLive Nation Entertainment, Inc.$954,2860.04%7,369CommonSOLE
682680103OKEONEOK, Inc.$950,6870.04%9,469CommonSOLE
60646V105MCWMister Car Wash, Inc.$944,7180.04%129,591CommonSOLE
62482R10707WAMR Cooper Group, Inc.$925,9200.04%9,644CommonSOLE
17888H103CIVICivitas Resources, Inc.$917,4920.04%20,002CommonSOLE
70432V102PAYCPaycom Software, Inc.$907,1970.04%4,426CommonSOLE
502175102LTCLTC Properties, Inc.$897,2980.04%25,971CommonSOLE
573284106MLMMartin Marietta Materials, Inc.$895,0950.04%1,733CommonSOLE
529043101LXPUSDLXP Industrial Trust$886,9390.04%109,229CommonSOLE
64119V303NTSTNetstreit Corporation$882,8610.04%62,393CommonSOLE
808541106MATVMativ Holdings, Inc.$880,5240.04%80,782CommonSOLE
552848103MTGMGIC Investment Corporation$867,0040.04%36,567CommonSOLE
03064D108COLDAmericold Realty Trust, Inc.$866,6790.04%40,499CommonSOLE
29530P102ERIEErie Indemnity Company$864,8590.03%2,098CommonSOLE
302301106EZPWEZCORP, Inc.$849,0460.03%69,480CommonSOLE
46124J201IVTInvesTrust Properties Corporation$847,7980.03%28,138CommonSOLE
69007J106Outfront Media, Inc.$837,1330.03%47,189CommonSOLE
78462F103SPYSPDR S&P 500 ETF Trust$827,5450.03%1,412CommonSOLE
554382101MACMacerich Company (The)$826,0030.03%41,466CommonSOLE
68622V106OGNOrganon & Co.$753,7140.03%50,517CommonSOLE
534187109LNCLincoln National Corporation$745,4390.03%23,508CommonSOLE
433000106HIMSIES Holdings, Inc.$741,4800.03%30,665CommonSOLE
G1151C101ACNAccenture plc$701,8210.03%1,995CommonSOLE
03073E105CORCencora Incorporated$699,4290.03%3,113CommonSOLE
00912X302ALAir Lease Corporation$686,2210.03%14,234CommonSOLE
29109X106AZPN1USDAspen Technology, Inc.$685,9830.03%2,748CommonSOLE
014491104ALEXAlexander & Baldwin, Inc.$682,9370.03%38,497CommonSOLE
78573L106SBRASabra Health Care REIT, Inc.$673,6090.03%38,892CommonSOLE
464287465EFAiShares MSCI EAFE ETF$665,0660.03%8,796CommonSOLE
78440X887SLGSL Green Realty Corporation$664,9370.03%9,790CommonSOLE
478160104JNJJohnson & Johnson$664,8190.03%4,597CommonSOLE
574795100MASIMasimo Corporation$656,4060.03%3,971CommonSOLE
302081104EXLSExlService Holdings, Inc.$648,1700.03%14,605CommonSOLE
98983L108ZWSZurn Elkay Water Solutions Corporation$642,1570.03%17,216CommonSOLE
426281101JKHYJack Henry & Associates, Inc.$638,2670.03%3,641CommonSOLE
446413106HIIHuntington Ingalls Industries, Inc.$627,5700.03%3,321CommonSOLE
32051X108FHBFirst Hawaiian, Inc.$626,2510.03%24,133CommonSOLE
460690100IPGInterpublic Group of Companies, Inc. (The)$609,0150.02%21,735CommonSOLE

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.