MondegarAI
FIDELIS CAPITAL PARTNERS, LLC

Q2 2025 · 13F-HR

FIDELIS CAPITAL PARTNERS, LLCholdings as filed

Filed 2025-08-07 · accession 0001855205-25-000036

$1.10B
Reported value
445
Positions
2025-06-30
Period end
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The Brief · FIDELIS CAPITAL PARTNERS, LLC · Q2 2025

AI · grounded in 13F

Fidelis Capital Partners, LLC established a new position in SPY valued at $60.1M. The fund also initiated new stakes in MSFT for $54M and AAPL for $51M. Additional new positions include NVDA at $47.4M and IVV at $47.2M. Total assets under management stand at $1.1B across 445 positions.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$60.1M5.48%95,031CommonSOLE
594918104MSFTMICROSOFT CORP$54.0M4.92%102,826CommonSOLE
037833100AAPLAPPLE INC$51.0M4.64%239,169CommonSOLE
67066G104NVDANVIDIA CORPORATION$47.4M4.32%264,162CommonSOLE
464287200IVVISHARES TR$47.2M4.30%74,185CommonSOLE
922908363VOOVANGUARD INDEX FDS$33.4M3.04%57,465CommonSOLE
464287614IWFISHARES TR$23.8M2.17%53,685CommonSOLE
023135106AMZNAMAZON COM INC$23.2M2.12%104,476CommonSOLE
85207K107PSLVSPROTT PHYSICAL SILVER TR$20.8M1.89%1,618,160CommonSOLE
02079K305GOOGLALPHABET INC$19.7M1.80%100,521CommonSOLE
30303M102METAMETA PLATFORMS INC$19.5M1.77%25,243CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$17.2M1.56%58,940CommonSOLE
922908629VOVANGUARD INDEX FDS$16.0M1.45%56,132CommonSOLE
78463V107GLDSPDR GOLD TR$15.9M1.45%51,258CommonSOLE
11135F101AVGOBROADCOM INC$15.1M1.37%49,904CommonSOLE
464287499IWRISHARES TR$15.0M1.37%161,228CommonSOLE
02079K107GOOGALPHABET INC$14.8M1.35%75,171CommonSOLE
85207H104PHYSSPROTT PHYSICAL GOLD TR$14.1M1.28%543,915CommonSOLE
464287655IWMISHARES TR$13.4M1.22%60,951CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$12.0M1.10%25,692CommonSOLE
464287507IJHISHARES TR$11.0M1.00%175,513CommonSOLE
30231G102XOMEXXON MOBIL CORP$9.7M0.88%90,994CommonSOLE
464287804IJRISHARES TR$9.5M0.87%85,812CommonSOLE
060505104BACBANK AMERICA CORP$9.3M0.85%205,807CommonSOLE
46432F842IEFAISHARES TR$9.3M0.85%111,300CommonSOLE
464287598IWDISHARES TR$9.0M0.82%46,105CommonSOLE
92826C839VVISA INC$8.7M0.80%25,740CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$7.9M0.72%43,977CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$7.8M0.71%136,196CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$7.8M0.71%8,053CommonSOLE
46090E103QQQINVESCO QQQ TR$7.1M0.64%12,441CommonSOLE
464287465EFAISHARES TR$7.0M0.64%78,345CommonSOLE
88160R101TSLATESLA INC$6.5M0.59%20,205CommonSOLE
92206C680VONGVANGUARD SCOTTSDALE FDS$6.3M0.57%55,286CommonSOLE
46432F339QUALISHARES TR$6.1M0.55%32,782CommonSOLE
532457108LLYELI LILLY & CO$5.9M0.54%7,900CommonSOLE
478160104JNJJOHNSON & JOHNSON$5.6M0.51%32,731CommonSOLE
00287Y109ABBVABBVIE INC$5.6M0.51%28,374CommonSOLE
64110L106NFLXNETFLIX INC$5.5M0.50%4,702CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$5.3M0.48%7,314CommonSOLE
166764100CVXCHEVRON CORP NEW$5.2M0.47%33,820CommonSOLE
437076102HDHOME DEPOT INC$5.0M0.46%13,034CommonSOLE
464287481IWPISHARES TR$4.9M0.45%35,071CommonSOLE
69374H881COWZPACER FDS TR$4.9M0.45%88,914CommonSOLE
68389X105ORCLORACLE CORP$4.9M0.45%19,156CommonSOLE
464289438IWYISHARES TR$4.9M0.45%19,109CommonSOLE
931142103WMTWALMART INC$4.8M0.43%45,963CommonSOLE
92206C714VONVVANGUARD SCOTTSDALE FDS$4.6M0.42%54,358CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$4.6M0.42%107,216CommonSOLE
00775Y645SAMTADVISORS INNER CIRCLE FD III$4.5M0.41%126,612CommonSOLE
149123101CATCATERPILLAR INC$4.4M0.40%10,245CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$4.3M0.39%25,069CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$4.2M0.38%7,377CommonSOLE
17275R102CSCOCISCO SYS INC$4.2M0.38%60,986CommonSOLE
78463X889SPDWSPDR INDEX SHS FDS$4.2M0.38%102,603CommonSOLE
617446448MSMORGAN STANLEY$4.2M0.38%29,481CommonSOLE
46429B697USMVISHARES TR$4.0M0.36%42,440CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$3.7M0.34%14,086CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$3.6M0.33%6,412CommonSOLE
742718109PGPROCTER AND GAMBLE CO$3.6M0.33%23,850CommonSOLE
G29183103ETNEATON CORP PLC$3.6M0.33%10,000CommonSOLE
464287473IWSISHARES TR$3.5M0.32%26,361CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$3.4M0.31%67,758CommonSOLE
747525103QCOMQUALCOMM INC$3.2M0.29%22,112CommonSOLE
464285204IAUISHARES GOLD TR$3.2M0.29%50,719CommonSOLE
025072877AVUVAMERICAN CENTY ETF TR$3.2M0.29%34,686CommonSOLE
872540109TJXTJX COS INC NEW$3.1M0.28%23,582CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$3.1M0.28%19,013CommonSOLE
482480100KLACKLA CORP$3.1M0.28%3,458CommonSOLE
922908751VBVANGUARD INDEX FDS$3.0M0.27%12,502CommonSOLE
79466L302CRMSALESFORCE INC$3.0M0.27%11,882CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$3.0M0.27%13,861CommonSOLE
58933Y105MRKMERCK & CO INC$2.9M0.26%36,285CommonSOLE
002824100ABTABBOTT LABS$2.7M0.24%20,290CommonSOLE
78464A839MDYVSPDR SERIES TRUST$2.6M0.24%33,117CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$2.6M0.24%5,849CommonNONE
58155Q103MCKMCKESSON CORP$2.6M0.23%3,648CommonSOLE
949746101WMT2WELLS FARGO CO NEW$2.5M0.23%32,281CommonSOLE
46434G103IEMGISHARES INC$2.5M0.23%40,798CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$2.5M0.23%50,645CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$2.5M0.22%5,675CommonSOLE
922908538VOTVANGUARD INDEX FDS$2.4M0.22%8,389CommonSOLE
25434V831DUHPDIMENSIONAL ETF TRUST$2.4M0.22%66,294CommonSOLE
369604301GEGE AEROSPACE$2.4M0.22%8,744CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$2.4M0.22%7,853CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$2.3M0.21%11,111CommonSOLE
438516106HONHONEYWELL INTL INC$2.3M0.21%10,382CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$2.2M0.20%8,841CommonSOLE
580135101MCDMCDONALDS CORP$2.2M0.20%7,237CommonSOLE
501044101KRKROGER CO$2.2M0.20%29,916CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$2.1M0.19%8,640CommonSOLE
09260D107BXBLACKSTONE INC$2.1M0.19%12,536CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$2.1M0.19%3CommonSOLE
75513E101RTXRTX CORPORATION$2.1M0.19%13,465CommonSOLE
16411R208LNGCHENIERE ENERGY INC$2.1M0.19%8,780CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$2.1M0.19%5,355CommonSOLE
191216100KOCOCA COLA CO$2.0M0.19%29,380CommonSOLE
907818108UNPUNION PAC CORP$2.0M0.18%8,965CommonSOLE
713448108PEPPEPSICO INC$2.0M0.18%14,143CommonSOLE
311900104FASTFASTENAL CO$2.0M0.18%42,557CommonSOLE
464287168DVYISHARES TR$2.0M0.18%14,494CommonSOLE
09290D101BLKBLACKROCK INC$1.9M0.18%1,738CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$1.9M0.18%22,974CommonSOLE
19761L706RECSCOLUMBIA ETF TR I$1.9M0.17%49,943CommonSOLE
172908105CTASCINTAS CORP$1.9M0.17%8,358CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$1.9M0.17%5,485CommonSOLE
78463X509SPEMSPDR INDEX SHS FDS$1.8M0.17%42,054CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.8M0.17%4,074CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$1.8M0.17%42,985CommonSOLE
595112103MUMICRON TECHNOLOGY INC$1.8M0.16%16,380CommonSOLE
922908736VUGVANGUARD INDEX FDS$1.8M0.16%3,908CommonSOLE
863667101SYKSTRYKER CORPORATION$1.8M0.16%4,719CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$1.7M0.16%16,768CommonSOLE
969457100WMBWILLIAMS COS INC$1.7M0.15%28,974CommonSOLE
26875P101EOGEOG RES INC$1.7M0.15%14,554CommonSOLE
78464A508SPYVSPDR SERIES TRUST$1.7M0.15%31,493CommonSOLE
718172109PMPHILIP MORRIS INTL INC$1.6M0.15%9,618CommonSOLE
81762P102NOWSERVICENOW INC$1.6M0.15%1,747CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$1.6M0.14%15,170CommonSOLE
20825C104COPCONOCOPHILLIPS$1.6M0.14%16,954CommonSOLE
G54950103LINLINDE PLC$1.6M0.14%3,347CommonSOLE
36828A101GEVGE VERNOVA INC$1.6M0.14%2,373CommonSOLE
464287150ITOTISHARES TR$1.6M0.14%11,345CommonSOLE
126408103CSXCSX CORP$1.6M0.14%43,222CommonSOLE
040413205ANETARISTA NETWORKS INC$1.6M0.14%11,206CommonSOLE
025816109AXPAMERICAN EXPRESS CO$1.5M0.14%5,227CommonSOLE
91913Y100VLOVALERO ENERGY CORP$1.5M0.14%11,478CommonSOLE
464287234EEMISHARES TR$1.5M0.14%31,087CommonSOLE
461202103INTUINTUIT$1.5M0.14%1,947CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$1.5M0.14%6,122CommonSOLE
464287630IWNISHARES TR$1.5M0.14%9,259CommonSOLE
464288760ITAISHARES TR$1.5M0.13%7,470CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$1.4M0.13%7,570CommonSOLE
00724F101ADBEADOBE INC$1.4M0.13%4,129CommonSOLE
254687106DISDISNEY WALT CO$1.4M0.13%12,131CommonSOLE
053332102AZOAUTOZONE INC$1.4M0.13%342CommonSOLE
512807306LRCXLAM RESEARCH CORP$1.3M0.12%14,067CommonSOLE
031162100AMGNAMGEN INC$1.3M0.12%4,651CommonSOLE
244199105DEDEERE & CO$1.3M0.12%2,595CommonSOLE
464289420IWXISHARES TR$1.3M0.12%15,678CommonSOLE
65339F101NEENEXTERA ENERGY INC$1.3M0.12%18,640CommonSOLE
929160109VMCVULCAN MATLS CO$1.3M0.12%4,619CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$1.3M0.12%41,371CommonSOLE
48251W104KKRKKR & CO INC$1.3M0.12%8,906CommonSOLE
548661107LOWLOWES COS INC$1.3M0.12%5,339CommonSOLE
893641100TDGTRANSDIGM GROUP INC$1.3M0.12%906CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$1.3M0.12%6,210CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$1.2M0.11%4,764CommonSOLE
038222105AMATAPPLIED MATLS INC$1.2M0.11%6,947CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$1.2M0.11%14,575CommonSOLE
842587107SOSOUTHERN CO$1.2M0.11%13,005CommonSOLE
00206R102TAT&T INC$1.2M0.11%44,755CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$1.2M0.11%2,641CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$1.2M0.11%2,455CommonSOLE
303250104FICOFAIR ISAAC CORP$1.2M0.11%833CommonSOLE
922908744VTVVANGUARD INDEX FDS$1.2M0.11%6,524CommonSOLE
291011104EMREMERSON ELEC CO$1.2M0.11%8,615CommonSOLE
235851102DHRDANAHER CORPORATION$1.1M0.10%5,828CommonSOLE
29444U700EQIXEQUINIX INC$1.1M0.10%1,447CommonSOLE
464287457SHYISHARES TR$1.1M0.10%13,217CommonSOLE
94106L109WMWASTE MGMT INC DEL$1.1M0.10%4,619CommonSOLE
009158106APDAIR PRODS & CHEMS INC$1.1M0.10%3,682CommonSOLE
78409V104SPGIS&P GLOBAL INC$1.1M0.10%1,874CommonSOLE
745867101PHMPULTE GROUP INC$1.1M0.10%8,760CommonSOLE
02209S103MOALTRIA GROUP INC$1.0M0.10%16,589CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$1.0M0.09%7,695CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$1.0M0.09%5,513CommonSOLE
126650100CVSCVS HEALTH CORP$1.0M0.09%16,314CommonSOLE
911363109URIUNITED RENTALS INC$1.0M0.09%1,201CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$1.0M0.09%2,856CommonSOLE
172967424CCITIGROUP INC$1.0M0.09%11,027CommonSOLE
58733R102MELIMERCADOLIBRE INC$1.0M0.09%437CommonSOLE
H1467J104CBCHUBB LIMITED$995,2040.09%3,691CommonSOLE
743315103PGRPROGRESSIVE CORP$988,1000.09%3,992CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$981,6490.09%18,896CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$976,0900.09%21,778CommonSOLE
209115104EDCONSOLIDATED EDISON INC$973,8030.09%9,350CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$960,2850.09%2,172CommonSOLE
464287648IWOISHARES TR$957,7530.09%3,282CommonSOLE
74340W103PLDPROLOGIS INC.$949,4550.09%8,980CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$941,6850.09%1,598CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$933,2160.08%3,624CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$925,1170.08%167CommonSOLE
922908769VTIVANGUARD INDEX FDS$919,4330.08%2,954CommonSOLE
98978V103ZTSZOETIS INC$917,9690.08%6,266CommonSOLE
381430503GSLCGOLDMAN SACHS ETF TR$908,7500.08%7,308CommonSOLE
464287226AGGISHARES TR$906,1840.08%9,134CommonSOLE
882508104TXNTEXAS INSTRS INC$879,4470.08%4,731CommonSOLE
464287309IVWISHARES TR$872,9860.08%7,635CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$867,1450.08%12,491CommonSOLE
N07059210ASMLASML HOLDING N V$863,7000.08%1,250CommonSOLE
97717W851DXJWISDOMTREE TR$842,0540.08%6,977CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$839,8970.08%5,565CommonSOLE
032095101APHAMPHENOL CORP NEW$833,2950.08%7,610CommonSOLE
37954Y871URAGLOBAL X FDS$818,1980.07%19,864CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$817,6550.07%6,530CommonSOLE
281020107EIXEDISON INTL$816,4490.07%14,869CommonSOLE
125523100CITHE CIGNA GROUP$816,2240.07%3,024CommonSOLE
001055102AFLAFLAC INC$803,6960.07%7,856CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$799,5000.07%8,961CommonSOLE
40412C101HCAHCA HEALTHCARE INC$799,3050.07%2,183CommonSOLE
23331A109DHID R HORTON INC$796,3360.07%5,169CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$791,6440.07%2,521CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$789,6290.07%2,951CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$785,4690.07%2,776CommonSOLE
95040Q104WELLWELLTOWER INC$783,2990.07%4,636CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$781,9970.07%8,086CommonSOLE
780259305SHELSHELL PLC$781,9240.07%10,824CommonSOLE
609207105MDLZMONDELEZ INTL INC$778,1720.07%12,537CommonSOLE
20030N101CMCSACOMCAST CORP NEW$769,6640.07%23,932CommonSOLE
032654105ADIANALOG DEVICES INC$759,1740.07%3,440CommonSOLE
29273V100ETENERGY TRANSFER L P$749,4050.07%41,960CommonSOLE
46137V597PRFZINVESCO EXCHANGE TRADED FD T$749,3780.07%17,975CommonSOLE
701094104PHPARKER-HANNIFIN CORP$746,6260.07%1,071CommonSOLE
G0403H108AONAON PLC$736,9980.07%2,027CommonSOLE
871607107SNPSSYNOPSYS INC$736,0350.07%1,176CommonSOLE
04911A107AUBATLANTIC UN BANKSHARES CORP$724,5600.07%22,864CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$723,8390.07%3,465CommonSOLE
29084Q100EMEEMCOR GROUP INC$712,4990.06%1,145CommonSOLE
872590104TMUST-MOBILE US INC$710,7230.06%2,971CommonSOLE
097023105BABOEING CO$708,6260.06%3,149CommonSOLE
217204106CPRTCOPART INC$699,9130.06%14,857CommonSOLE
855244109SBUXSTARBUCKS CORP$693,6770.06%7,795CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$687,6930.06%5,690CommonSOLE
G87052109TELTE CONNECTIVITY PLC$669,9670.06%3,349CommonSOLE
12504L109CBRECBRE GROUP INC$669,0370.06%4,292CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$665,6190.06%1,113CommonSOLE
464287556IBBISHARES TR$664,2870.06%5,052CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$661,4760.06%992CommonSOLE
55354G100MSCIMSCI INC$654,3960.06%1,194CommonSOLE
717081103PFEPFIZER INC$652,8820.06%27,283CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$651,6360.06%4,993CommonSOLE
879433829TDSTELEPHONE & DATA SYS INC$626,2350.06%16,589CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$622,8220.06%9,421CommonSOLE
464288273SCZISHARES TR$620,4590.06%8,371CommonSOLE
78464A409SPYGSPDR SERIES TRUST$617,7230.06%6,239CommonSOLE
25746U109DDOMINION ENERGY INC$602,8710.05%9,888CommonSOLE
03073E105CORCENCORA INC$599,0600.05%2,111CommonSOLE
375558103GILDGILEAD SCIENCES INC$583,4840.05%5,291CommonSOLE
571903202MARMARRIOTT INTL INC NEW$563,7760.05%2,146CommonSOLE
22160N109CSGPCOSTAR GROUP INC$563,5850.05%5,853CommonSOLE
615369105MCOMOODYS CORP$563,0180.05%1,088CommonSOLE
302301106EZPWEZCORP INC$537,6000.05%35,000CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$535,3060.05%1,870CommonSOLE
45782C870PAPRINNOVATOR ETFS TRUST$528,9310.05%14,030CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$528,2750.05%5,557CommonSOLE
922908512VOEVANGUARD INDEX FDS$526,1250.05%3,150CommonSOLE
45782C383PMARINNOVATOR ETFS TRUST$522,8490.05%12,200CommonSOLE
384802104GWWGRAINGER W W INC$519,5060.05%541CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$518,3350.05%3,472CommonSOLE
46284V101IRMIRON MTN INC DEL$513,2280.05%5,700CommonSOLE
219350105GLWCORNING INC$512,5440.05%8,011CommonSOLE
G0457F107ARCOARCOS DORADOS HOLDINGS INC$512,2500.05%75,000CommonSOLE
115236101BROBROWN & BROWN INC$512,1520.05%5,579CommonSOLE
35137L105FOXAFOX CORP$506,8780.05%9,352CommonSOLE
87612E106TGTTARGET CORP$504,9230.05%4,791CommonSOLE
922908595VBKVANGUARD INDEX FDS$501,6400.05%1,787CommonSOLE
422806208HEI/AHEICO CORP NEW$499,7400.05%2,015CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$499,1030.05%18,707CommonSOLE
337738108FISVFISERV INC$497,1540.05%3,709CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$496,8670.05%917CommonSOLE
760759100RSGREPUBLIC SVCS INC$496,0050.05%2,106CommonSOLE
770700102HOODROBINHOOD MKTS INC$495,8150.05%4,693CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$494,5010.05%1,158CommonSOLE
031100100AMEAMETEK INC$494,2780.05%2,665CommonSOLE
808524888SCHCSCHWAB STRATEGIC TR$493,8160.04%11,373CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$493,1230.04%1,781CommonSOLE
45168D104IDXXIDEXX LABS INC$484,9960.04%777CommonSOLE
540424108LLOEWS CORP$483,7590.04%5,142CommonSOLE
56585A102MPCMARATHON PETE CORP$479,5230.04%2,952CommonSOLE
11271J107BNBROOKFIELD CORP$472,3630.04%6,999CommonNONE
231021106CMICUMMINS INC$470,6110.04%1,233CommonSOLE
21873S108CRWVCOREWEAVE INC$469,8430.04%4,262CommonNONE
03831W108APPAPPLOVIN CORP$469,0750.04%1,201CommonSOLE
30161N101EXCEXELON CORP$468,1890.04%10,390CommonSOLE
31613E103FETHFIDELITY ETHEREUM FD$467,7280.04%12,710CommonSOLE
233051200DBEFDBX ETF TR$466,4740.04%10,516CommonSOLE
92840M102VSTVISTRA CORP$464,3650.04%2,312CommonSOLE
55336V100MPLXMPLX LP$463,4390.04%9,032CommonSOLE
98850P109YUMCYUM CHINA HLDGS INC$463,0980.04%10,337CommonSOLE
05464C101AXONAXON ENTERPRISE INC$462,9160.04%536CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$461,1800.04%11,570CommonSOLE
74762E102QUREQUANTA SVCS INC$461,1250.04%1,190CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$457,0910.04%1,725CommonSOLE
778296103ROSTROSS STORES INC$456,2100.04%3,113CommonSOLE
97717Y527USFRWISDOMTREE TR$455,5060.04%9,045CommonSOLE
45782C755BJUNINNOVATOR ETFS TRUST$454,8610.04%10,240CommonSOLE
806857108SLBSCHLUMBERGER LTD$452,5520.04%13,772CommonSOLE
052769106ADSKAUTODESK INC$445,5020.04%1,460CommonSOLE
922908611VBRVANGUARD INDEX FDS$445,4900.04%2,247CommonSOLE
25434V666DFLVDIMENSIONAL ETF TRUST$443,0580.04%14,251CommonSOLE
422806109HEIHEICO CORP NEW$441,2570.04%1,394CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$430,4820.04%2,982CommonSOLE
29364G103ETRENTERGY CORP NEW$428,4130.04%4,745CommonSOLE
629377508NRGNRG ENERGY INC$425,9220.04%2,867CommonSOLE
26884L109EQTEQT CORP$425,7800.04%8,274CommonSOLE
036752103ELVELEVANCE HEALTH INC$425,7780.04%1,541CommonSOLE
631103108NDAQNASDAQ INC$419,3120.04%4,343CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$415,5350.04%6,984CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$411,1440.04%1,777CommonSOLE
464288885EFGISHARES TR$401,3300.04%3,687CommonSOLE
369550108GDGENERAL DYNAMICS CORP$397,5170.04%1,262CommonSOLE
37045V100GMGENERAL MTRS CO$396,9240.04%7,565CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$391,9500.04%1,204CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$391,2590.04%3,825CommonSOLE
278642103EBAYEBAY INC.$390,2410.04%4,217CommonSOLE
464287606IJKISHARES TR$390,1320.04%4,209CommonSOLE
458140100INTCINTEL CORP$385,6060.04%18,893CommonSOLE
718546104PSXPHILLIPS 66$381,6810.03%3,185CommonSOLE
464288323NYFISHARES TR$379,5170.03%7,290CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$378,7850.03%2,261CommonSOLE
146869102CVNACARVANA CO$377,3620.03%1,063CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$374,0580.03%5,386CommonSOLE
852066208SIISPROTT INC$372,1850.03%5,500CommonNONE
693718108PCARPACCAR INC$366,0140.03%3,759CommonSOLE
143658300CCL1EURCARNIVAL CORP$362,0200.03%12,381CommonSOLE
03076C106AMPAMERIPRISE FINL INC$361,4940.03%711CommonSOLE
78468R408SJNKSPDR SERIES TRUST$360,3510.03%14,204CommonSOLE
12572Q105CMECME GROUP INC$354,7820.03%1,261CommonSOLE
651639106NEMNEWMONT CORP$354,0670.03%5,213CommonSOLE
570535104MKLMARKEL GROUP INC$352,0330.03%180CommonNONE
594972408MSTRMICROSTRATEGY INC$349,6700.03%912CommonSOLE
084423102WRBBERKLEY W R CORP$347,8120.03%4,930CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$347,6430.03%5,770CommonSOLE
858119100STLDSTEEL DYNAMICS INC$342,1220.03%2,799CommonSOLE
50212V100LPLALPL FINL HLDGS INC$339,7300.03%897CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$337,0490.03%5,145CommonSOLE
654106103NKENIKE INC$331,0230.03%4,386CommonSOLE
761152107RMDRESMED INC$330,3820.03%1,178CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$330,0370.03%941CommonSOLE
704326107PAYXPAYCHEX INC$329,0630.03%2,366CommonSOLE
69370C100PTCPTC INC$326,1540.03%1,512CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$321,3590.03%2,458CommonSOLE
464288414MUBISHARES TR$320,3590.03%3,079CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$319,9430.03%4,070CommonSOLE
46434V456IQLTISHARES TR$316,9110.03%7,524CommonSOLE
285512109EAELECTRONIC ARTS INC$316,7090.03%1,943CommonSOLE
889478103TOLTOLL BROTHERS INC$314,9270.03%2,502CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$314,1150.03%3,001CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$313,3570.03%2,001CommonSOLE
88579Y101MMM3M CO$313,1020.03%2,076CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$312,5220.03%12,536CommonSOLE
278865100ECLECOLAB INC$312,3340.03%1,162CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$311,0430.03%2,747CommonSOLE
34959E109FTNTFORTINET INC$310,5050.03%3,215CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$305,6260.03%1,415CommonSOLE
25754A201DPZDOMINOS PIZZA INC$305,3210.03%688CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$304,6950.03%3,294CommonSOLE
464288158SUBISHARES TR$304,4870.03%2,851CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$304,4820.03%3,501CommonSOLE
92939U106WECWEC ENERGY GROUP INC$301,7580.03%2,750CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$300,6020.03%3,991CommonSOLE
443201108HWMHOWMET AEROSPACE INC$293,8450.03%1,614CommonSOLE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$292,3010.03%2,905CommonSOLE
526057104LENLENNAR CORP$292,1690.03%2,448CommonSOLE
89151E109TTENTOTALENERGIES SE$290,8860.03%4,832CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$289,7460.03%6,174CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$286,8070.03%4,494CommonSOLE
67079K100SMRNUSCALE PWR CORP$286,6950.03%6,242CommonNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$285,8540.03%3,120CommonSOLE
690742101OCOWENS CORNING NEW$282,9770.03%1,916CommonSOLE
11276H106BIPCBROOKFIELD INFRASTRUCTURE CO$277,0750.03%7,011CommonNONE
H2906T109GRMNGARMIN LTD$276,0960.03%1,200CommonSOLE
464287705IJJISHARES TR$275,0320.03%2,225CommonSOLE
59156R108METMETLIFE INC$274,4070.02%3,613CommonSOLE
922475108VEEVVEEVA SYS INC$270,2130.02%956CommonNONE
682680103OKEONEOK INC NEW$270,0000.02%3,589CommonSOLE
45782C573PNOVINNOVATOR ETFS TRUST$269,7730.02%6,725CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$269,5740.02%1,798CommonSOLE
046353108AZNNASTRAZENECA PLC$268,8610.02%3,653CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$268,4880.02%3,396CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$263,2460.02%1,926CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$262,3860.02%2,037CommonSOLE
13321L108CCJCAMECO CORP$260,0400.02%3,397CommonNONE
74460D109PSAPUBLIC STORAGE OPER CO$258,6250.02%919CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$256,8130.02%2,163CommonSOLE
958669103WESWESTERN MIDSTREAM PARTNERS L$254,0790.02%6,300CommonSOLE
803054204SAPSAP SE$253,8490.02%870CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$251,4280.02%2,215CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$250,8220.02%410CommonNONE
98389B100XELXCEL ENERGY INC$249,9530.02%3,410CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$248,9900.02%135CommonSOLE
33734X176FXLFIRST TR EXCHANGE TRADED FD$248,9830.02%1,564CommonSOLE
G5960L103MDTMEDTRONIC PLC$246,3660.02%2,757CommonSOLE
127097103CTRACOTERRA ENERGY INC$246,3070.02%10,157CommonSOLE
98419M100XYLXYLEM INC$243,1490.02%1,693CommonSOLE
199908104FIXCOMFORT SYS USA INC$238,2050.02%345CommonSOLE
231561101CWCURTISS WRIGHT CORP$237,8520.02%467CommonSOLE
670346105NUENUCOR CORP$235,7610.02%1,702CommonSOLE
526107107LIILENNOX INTL INC$234,4020.02%394CommonSOLE
020002101ALLALLSTATE CORP$234,3000.02%1,121CommonSOLE
988498101YUMYUM BRANDS INC$233,7760.02%1,654CommonSOLE
30040W108ESEVERSOURCE ENERGY$233,3230.02%3,566CommonSOLE
82835P103SVMSILVERCORP METALS INC$232,0000.02%50,000CommonSOLE
87612G101TRGPTARGA RES CORP$231,2050.02%1,418CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$230,8920.02%2,184CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$229,4830.02%536CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$228,7980.02%2,549CommonSOLE
G8473T100STESTERIS PLC$227,8460.02%1,030CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$226,5360.02%1,553CommonSOLE
78464A763SDYSPDR SERIES TRUST$223,2580.02%1,615CommonSOLE
313855108FSSFEDERAL SIGNAL CORP$222,2630.02%1,773CommonSOLE
46431W838MEARISHARES U S ETF TR$220,9640.02%4,389CommonSOLE
69351T106PPLPPL CORP$220,7320.02%6,106CommonSOLE
72201R866MUNIPIMCO ETF TR$220,7070.02%4,309CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$219,3930.02%1,546CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$217,8680.02%2,526CommonSOLE
91529Y106UNMUNUM GROUP$217,8140.02%3,090CommonSOLE
487836108KKELLANOVA$217,7240.02%2,727CommonSOLE
670100205NVONOVO-NORDISK A S$217,5520.02%4,794CommonSOLE
911718104CPERUNITED STS COMMODITY INDEX F$217,2640.02%7,912CommonNONE
19260Q107COINCOINBASE GLOBAL INC$216,8650.02%714CommonSOLE
384109104GGGGRACO INC$214,6140.02%2,573CommonSOLE
744320102PRUPRUDENTIAL FINL INC$214,3010.02%2,059CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$214,2280.02%988CommonSOLE
97717X669DGRWWISDOMTREE TR$214,0140.02%2,499CommonSOLE
G0250X107AMCRAMCOR PLC$213,7010.02%22,710CommonSOLE
253868103DLRDIGITAL RLTY TR INC$213,3880.02%1,259CommonSOLE
316092709FIDUFIDELITY COVINGTON TRUST$213,0130.02%2,669CommonSOLE
62482R10707WAMR COOPER GROUP INC$212,8880.02%1,116CommonSOLE
92189H607OIHVANECK ETF TRUST$208,1250.02%871CommonNONE
092528207INMUBLACKROCK ETF TRUST II$207,5740.02%8,865CommonSOLE
92343E102VRSNVERISIGN INC$207,1010.02%758CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$205,0550.02%827CommonSOLE
18915M107NETCLOUDFLARE INC$204,3220.02%948CommonSOLE
233331107DTEDTE ENERGY CO$203,8110.02%1,465CommonSOLE
055622104BPBP PLC$203,7660.02%6,014CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$200,6680.02%3,584CommonSOLE
74255Y888PREFPRINCIPAL EXCHANGE TRADED FD$191,0980.02%10,111CommonNONE
00123Q104AGNCAGNC INVT CORP$183,4640.02%19,476CommonSOLE
25525P107DHCDIVERSIFIED HEALTHCARE TR$183,0550.02%54,319CommonSOLE
486606106KYNKAYNE ANDERSON ENERGY INFRST$169,0810.02%13,603CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$160,1010.01%12,306CommonSOLE
345370860FFORD MTR CO$155,9310.01%13,910CommonSOLE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$146,8520.01%10,415CommonSOLE
92857W308VODVODAFONE GROUP PLC NEW$135,2380.01%11,968CommonSOLE
05964H105SANBANCO SANTANDER S.A.$90,4650.01%10,199CommonSOLE
178587101CIOCITY OFFICE REIT INC$90,0440.01%12,956CommonSOLE
L02235106AMBPARDAGH METAL PACKAGING S A$79,0220.01%20,472CommonSOLE
91823B109UWMCUWM HOLDINGS CORPORATION$68,3090.01%16,187CommonSOLE
14057J101CFFNCAPITOL FED FINL INC$66,7010.01%11,520CommonSOLE
387432107GRNTGRANITE RIDGE RESOURCES INC$54,5190.00%11,149CommonSOLE
29382R107EVCENTRAVISION COMMUNICATIONS C$29,5720.00%12,425CommonSOLE
84921RAB6SPOT 0 03/15/26SPOTIFY USA INC$19,9050.00%15,000CommonSOLE
78397Q109SESSES AI CORPORATION$15,1160.00%14,396CommonSOLE

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.