MondegarAI
Invst, LLC

Q2 2025 · 13F-HR

Invst, LLCholdings as filed

Filed 2025-10-16 · accession 0001867587-25-000005

$802.6M
Reported value
297
Positions
2025-06-30
Period end
View analyzed profile →PRO

The Brief · Invst, LLC · Q2 2025

AI · grounded in 13F

Invst, LLC established a new position in VTI valued at $49.8M. The fund also initiated new holdings in IUSB for $27.6M and SCHG for $26.5M. Additional new positions include VEA at $25.4M, JPST at $23.6M, and QUAL at $21.1M. Total assets under management stand at $802.6M across 297 positions.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908769VTIVANGUARD INDEX FDS$49.8M6.20%163,812CommonNONE
46434V613IUSBISHARES TR$27.6M3.43%596,256CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$26.5M3.30%907,822CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$25.4M3.17%446,144CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$23.6M2.94%465,168CommonNONE
46432F339QUALISHARES TR$21.1M2.63%115,389CommonNONE
46432F396MTUMISHARES TR$19.6M2.45%81,724CommonNONE
46138E339SPMOINVESCO EXCH TRADED FD TR II$16.5M2.06%146,839CommonNONE
464288877EFVISHARES TR$16.4M2.04%257,747CommonNONE
464287457SHYISHARES TR$16.2M2.02%195,595CommonNONE
464287309IVWISHARES TR$15.8M1.97%143,746CommonNONE
464287200IVVISHARES TR$15.7M1.95%25,228CommonNONE
464287176TIPISHARES TR$15.4M1.91%139,535CommonNONE
02072L607FRDMEA SERIES TRUST$15.0M1.87%371,681CommonNONE
09290C103DYNFBLACKROCK ETF TRUST$14.8M1.84%271,264CommonNONE
25434V807DFIVDIMENSIONAL ETF TRUST$14.6M1.81%339,818CommonNONE
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$14.3M1.79%304,697CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$13.9M1.73%628,536CommonNONE
464287408IVEISHARES TR$13.5M1.68%69,007CommonNONE
67066G104NVDANVIDIA CORPORATION$10.9M1.36%68,856CommonNONE
46434G103IEMGISHARES INC$10.5M1.31%175,167CommonNONE
023135106AMZNAMAZON COM INC$10.0M1.25%45,798CommonNONE
037833100AAPLAPPLE INC$9.5M1.18%46,139CommonNONE
464288588MBBISHARES TR$9.2M1.15%98,464CommonNONE
25434V500DFASDIMENSIONAL ETF TRUST$8.0M0.99%125,085CommonNONE
808524706SCHESCHWAB STRATEGIC TR$7.8M0.97%257,561CommonNONE
25434V831DUHPDIMENSIONAL ETF TRUST$7.3M0.91%204,391CommonNONE
464288653TLHISHARES TR$7.3M0.90%71,376CommonNONE
33738R506RDVYFIRST TR EXCHANGE TRADED FD$7.2M0.90%115,181CommonNONE
464288885EFGISHARES TR$6.8M0.85%60,861CommonNONE
464287101OEFISHARES TR$6.7M0.84%22,169CommonNONE
09290C806THROBLACKROCK ETF TRUST$6.7M0.84%189,146CommonNONE
594918104MSFTMICROSOFT CORP$6.6M0.82%13,304CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$6.6M0.82%133,009CommonNONE
092528603BINCBLACKROCK ETF TRUST II$5.6M0.70%106,010CommonNONE
92204A884VOXVANGUARD WORLD FD$5.5M0.69%32,317CommonNONE
25434V104DFAUDIMENSIONAL ETF TRUST$5.4M0.67%127,265CommonNONE
92204A405VFHVANGUARD WORLD FD$5.3M0.66%41,728CommonNONE
30303M102METAMETA PLATFORMS INC$5.3M0.66%7,175CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$5.2M0.65%24,060CommonNONE
464287721IYWISHARES TR$5.0M0.63%29,025CommonNONE
46435G672IAGGISHARES TR$4.8M0.60%94,555CommonNONE
02072L565BOXXEA SERIES TRUST$4.4M0.55%38,917CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$3.8M0.47%6,148CommonNONE
922907746VTEBVANGUARD MUN BD FDS$3.5M0.44%71,702CommonNONE
46641Q159JPIEJ P MORGAN EXCHANGE TRADED F$3.4M0.42%73,169CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$3.3M0.41%11,376CommonNONE
46434V621DGROISHARES TR$3.2M0.40%50,084CommonNONE
02079K305GOOGLALPHABET INC$3.0M0.38%17,139CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$3.0M0.38%9,675CommonNONE
922908595VBKVANGUARD INDEX FDS$3.0M0.37%10,815CommonNONE
922908736VUGVANGUARD INDEX FDS$2.9M0.36%6,623CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$2.9M0.36%2,909CommonNONE
64110L106NFLXNETFLIX INC$2.9M0.36%2,147CommonNONE
464287242LQDISHARES TR$2.8M0.35%25,676CommonNONE
33739Q705KNGFIRST TR EXCHANGE-TRADED FD$2.8M0.35%56,708CommonNONE
532457108LLYELI LILLY & CO$2.7M0.34%3,454CommonNONE
464285204IAUISHARES GOLD TR$2.7M0.33%42,638CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$2.6M0.33%11,666CommonNONE
09290C780BAIBLACKROCK ETF TRUST$2.6M0.32%89,527CommonNONE
46432F842IEFAISHARES TR$2.6M0.32%30,624CommonNONE
46090E103QQQINVESCO QQQ TR$2.5M0.32%4,606CommonNONE
78468R721TFISPDR SERIES TRUST$2.5M0.31%56,057CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.3M0.28%4,702CommonNONE
718172109PMPHILIP MORRIS INTL INC$2.3M0.28%12,470CommonNONE
25434V864DFSDDIMENSIONAL ETF TRUST$2.2M0.28%46,120CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$2.2M0.27%41,094CommonNONE
389375106GTNGRAY MEDIA INC$2.1M0.27%472,703CommonNONE
464287150ITOTISHARES TR$2.1M0.26%15,603CommonNONE
931142103WMTWALMART INC$2.0M0.25%20,845CommonNONE
46578C108IEIVANHOE ELECTRIC INC$2.0M0.25%224,036CommonNONE
15101Q207CLSCELESTICA INC$2.0M0.25%12,863CommonNONE
871829107SYYSYSCO CORP$2.0M0.25%26,400CommonNONE
747301109QUADQUAD / GRAPHICS INC$2.0M0.25%349,019CommonNONE
02079K107GOOGALPHABET INC$1.9M0.24%10,883CommonNONE
437076102HDHOME DEPOT INC$1.9M0.24%5,259CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.9M0.24%12,061CommonNONE
922908744VTVVANGUARD INDEX FDS$1.9M0.24%10,758CommonNONE
46434V738IEURISHARES TR$1.8M0.23%27,926CommonNONE
217204106CPRTCOPART INC$1.8M0.23%37,564CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$1.8M0.23%2,587CommonNONE
79466L302CRMSALESFORCE INC$1.8M0.22%6,558CommonNONE
02081G201ATECALPHATEC HLDGS INC$1.8M0.22%158,549CommonNONE
025816109AXPAMERICAN EXPRESS CO$1.7M0.22%5,484CommonNONE
859241101STRLSTERLING INFRASTRUCTURE INC$1.7M0.22%7,571CommonNONE
254687106DISDISNEY WALT CO$1.7M0.22%13,998CommonNONE
464288281EMBISHARES TR$1.7M0.22%18,706CommonNONE
25434V203DFAIDIMENSIONAL ETF TRUST$1.7M0.21%49,338CommonNONE
09290D101BLKBLACKROCK INC$1.7M0.21%1,613CommonNONE
922908553VNQVANGUARD INDEX FDS$1.7M0.21%18,878CommonNONE
46429B291QLTAISHARES TR$1.7M0.21%34,575CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$1.6M0.20%15,155CommonNONE
922908363VOOVANGUARD INDEX FDS$1.6M0.20%2,879CommonNONE
30231G102XOMEXXON MOBIL CORP$1.6M0.20%15,018CommonNONE
85208P303URNMSPROTT FDS TR$1.6M0.20%33,182CommonNONE
571903202MARMARRIOTT INTL INC NEW$1.6M0.19%5,684CommonNONE
191216100KOCOCA COLA CO$1.6M0.19%21,945CommonNONE
778296103ROSTROSS STORES INC$1.5M0.19%12,098CommonNONE
37940X102GPNGLOBAL PMTS INC$1.5M0.19%19,160CommonNONE
00287Y109ABBVABBVIE INC$1.4M0.18%7,625CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$1.4M0.18%28,389CommonNONE
36472T109TDAYGANNETT CO INC$1.4M0.17%389,650CommonNONE
464287325IXJISHARES TR$1.4M0.17%16,175CommonNONE
29446Y502EQXEQUINOX GOLD CORP$1.3M0.17%234,528CommonNONE
03831W108APPAPPLOVIN CORP$1.3M0.17%3,800CommonNONE
084423102WRBBERKLEY W R CORP$1.3M0.16%17,826CommonNONE
92826C839VVISA INC$1.3M0.16%3,647CommonNONE
25434V872DFCFDIMENSIONAL ETF TRUST$1.3M0.16%30,559CommonNONE
31428X106FDXFEDEX CORP$1.3M0.16%5,655CommonNONE
654106103NKENIKE INC$1.3M0.16%17,968CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$1.3M0.16%2,346CommonNONE
37045V100GMGENERAL MTRS CO$1.3M0.16%25,896CommonNONE
247361702DALDELTA AIR LINES INC DEL$1.3M0.16%25,732CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$1.3M0.16%8,525CommonNONE
87612E106TGTTARGET CORP$1.2M0.16%12,648CommonNONE
697435105PANWPALO ALTO NETWORKS INC$1.2M0.15%6,003CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$1.2M0.15%5,927CommonNONE
11135F101AVGOBROADCOM INC$1.2M0.15%4,391CommonNONE
09260D107BXBLACKSTONE INC$1.2M0.15%8,039CommonNONE
922908611VBRVANGUARD INDEX FDS$1.2M0.15%6,162CommonNONE
629377508NRGNRG ENERGY INC$1.2M0.14%7,227CommonNONE
56501R106MFCMANULIFE FINL CORP$1.2M0.14%36,036CommonNONE
020002101ALLALLSTATE CORP$1.2M0.14%5,719CommonNONE
21036P108STZCONSTELLATION BRANDS INC$1.1M0.14%7,063CommonNONE
892331307TMTOYOTA MOTOR CORP$1.1M0.14%6,639CommonNONE
37954Y673PAVEGLOBAL X FDS$1.1M0.14%26,089CommonNONE
33939L761SKORFLEXSHARES TR$1.1M0.14%23,077CommonNONE
949746101WMT2WELLS FARGO CO NEW$1.1M0.14%13,968CommonNONE
739128106POWLPOWELL INDS INC$1.1M0.14%5,312CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$1.1M0.14%8,344CommonNONE
04010E109AGXARGAN INC$1.1M0.14%4,985CommonNONE
115236101BROBROWN & BROWN INC$1.1M0.14%9,815CommonNONE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$1.1M0.14%11,734CommonNONE
143658300CCL1EURCARNIVAL CORP$1.1M0.13%37,560CommonNONE
00737L103CVSAADTALEM GLOBAL ED INC$1.0M0.13%8,207CommonNONE
466313103JBLJABIL INC$1.0M0.13%4,767CommonNONE
109641100EATBRINKER INTL INC$1.0M0.13%5,750CommonNONE
78468R549XESSPDR SERIES TRUST$1.0M0.13%16,241CommonNONE
49271V100KDPKEURIG DR PEPPER INC$1.0M0.13%31,051CommonNONE
534187109LNCLINCOLN NATL CORP IND$1.0M0.13%29,414CommonNONE
911163103UNFIUNITED NAT FOODS INC$1.0M0.12%43,007CommonNONE
808524680SCHQSCHWAB STRATEGIC TR$986,1340.12%30,923CommonNONE
V5633W109MMYTMAKEMYTRIP LIMITED MAURITIUS$984,4150.12%10,043CommonNONE
206787103CNDTCONDUENT INC$977,5050.12%370,267CommonNONE
830879102SKYWSKYWEST INC$973,7700.12%9,457CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$972,7230.12%17,110CommonNONE
02209S103MOALTRIA GROUP INC$968,2940.12%16,515CommonNONE
969457100WMBWILLIAMS COS INC$962,6180.12%15,326CommonNONE
81762P102NOWSERVICENOW INC$945,8340.12%920CommonNONE
88160R101TSLATESLA INC$927,8850.12%2,921CommonNONE
72147K108PPCPILGRIMS PRIDE CORP$907,2300.11%20,170CommonNONE
46429B747STIPISHARES TR$900,5650.11%8,751CommonNONE
Y2573F102FLEXFLEX LTD$898,1610.11%17,992CommonNONE
024061103DCHAMERICAN AXLE & MFG HLDGS IN$875,7800.11%214,652CommonNONE
78463V107GLDSPDR GOLD TR$871,2040.11%2,858CommonNONE
78464A854SPYMSPDR SERIES TRUST$865,2730.11%11,904CommonNONE
23345M107DTMDT MIDSTREAM INC$861,5800.11%7,839CommonNONE
78463X202FEZSPDR INDEX SHS FDS$852,2280.11%14,268CommonNONE
253868103DLRDIGITAL RLTY TR INC$828,4160.10%4,752CommonNONE
90138F102TWLOTWILIO INC$822,0200.10%6,610CommonNONE
12572Q105CMECME GROUP INC$816,7870.10%2,963CommonNONE
166764100CVXCHEVRON CORP NEW$803,0640.10%5,608CommonNONE
064058100BKBANK NEW YORK MELLON CORP$798,5790.10%8,765CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$787,8950.10%12,872CommonNONE
278642103EBAYEBAY INC.$782,4410.10%10,508CommonNONE
863667101SYKSTRYKER CORPORATION$768,6180.10%1,943CommonNONE
876030107TPRTAPESTRY INC$768,1620.10%8,748CommonNONE
46429B267GOVTISHARES TR$762,9360.10%33,200CommonNONE
045487105ASBASSOCIATED BANC CORP$759,2120.09%31,128CommonNONE
G491BT108IVZINVESCO LTD$759,0420.09%48,132CommonNONE
89832Q109TFCTRUIST FINL CORP$756,5370.09%17,598CommonNONE
512816109LAMRLAMAR ADVERTISING CO NEW$754,5920.09%6,218CommonNONE
759509102RSRELIANCE INC$747,3960.09%2,381CommonNONE
26210C104DBXDROPBOX INC$745,8590.09%26,079CommonNONE
026874784AIGAMERICAN INTL GROUP INC$744,1550.09%8,694CommonNONE
320517105FHNFIRST HORIZON CORPORATION$739,6260.09%34,888CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$736,3730.09%4,581CommonNONE
931427108WFCWALGREENS BOOTS ALLIANCE INC$733,0900.09%63,858CommonNONE
808524755FNDFSCHWAB STRATEGIC TR$729,2440.09%18,222CommonNONE
31847R102FAFFIRST AMERN FINL CORP$726,0600.09%11,827CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$724,6500.09%27,345CommonNONE
74736L109QTWOQ2 HLDGS INC$721,7660.09%7,712CommonNONE
09290C863BALIBLACKROCK ETF TRUST$721,6460.09%23,967CommonNONE
103304101BYDBOYD GAMING CORP$721,5150.09%9,223CommonNONE
29670E107EPRTESSENTIAL PPTYS RLTY TR INC$719,6660.09%22,553CommonNONE
25434V302DFAEDIMENSIONAL ETF TRUST$712,5250.09%24,612CommonNONE
554382101MACMACERICH CO$711,6930.09%43,986CommonNONE
46817M107JXNJACKSON FINANCIAL INC$711,2080.09%8,010CommonNONE
09290C848BIDDBLACKROCK ETF TRUST$706,2520.09%25,889CommonNONE
60786M105MCMOELIS & CO$706,1480.09%11,331CommonNONE
92936U109WPCWP CAREY INC$704,8940.09%11,300CommonNONE
758849103REGREGENCY CTRS CORP$704,1090.09%9,885CommonNONE
008492100ADCAGREE RLTY CORP$697,2120.09%9,543CommonNONE
35137L105FOXAFOX CORP$695,9810.09%12,419CommonNONE
297178105ESSESSEX PPTY TR INC$692,0630.09%2,442CommonNONE
680223104ORIOLD REP INTL CORP$689,7670.09%17,944CommonNONE
G0585R106AGOASSURED GUARANTY LTD$688,5260.09%7,905CommonNONE
902653104UDRUDR INC$686,6790.09%16,818CommonNONE
053484101AVBAVALONBAY CMNTYS INC$680,9110.08%3,346CommonNONE
46436E320HYGWISHARES TR$679,1440.08%22,187CommonNONE
37959E102GLGLOBE LIFE INC$676,7590.08%5,445CommonNONE
035710839NLYANNALY CAPITAL MANAGEMENT IN$666,3720.08%35,408CommonNONE
12621E103CNOCNO FINL GROUP INC$659,1390.08%17,085CommonNONE
59522J103MAAMID-AMER APT CMNTYS INC$653,4640.08%4,415CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$653,3850.08%9,285CommonNONE
84858T863LGHTSPINNAKER ETF SERIES$652,9170.08%62,660CommonNONE
32054K103FRFIRST INDL RLTY TR INC$644,1720.08%13,384CommonNONE
G6359F137NBRNABORS INDUSTRIES LTD$643,1990.08%22,955CommonNONE
74347R107SSOPROSHARES TR$642,3140.08%6,573CommonNONE
58733R102MELIMERCADOLIBRE INC$640,3390.08%245CommonNONE
45337C102INCYINCYTE CORP$636,4630.08%9,346CommonNONE
46436E718SGOVISHARES TR$632,2330.08%6,279CommonNONE
713448108PEPPEPSICO INC$630,0630.08%4,772CommonNONE
548661107LOWLOWES COS INC$625,6560.08%2,820CommonNONE
87165B103SYFSYNCHRONY FINANCIAL$622,1420.08%9,322CommonNONE
46435G524IGROISHARES TR$621,0220.08%7,872CommonNONE
46138G508BKLNINVESCO EXCH TRADED FD TR II$617,2140.08%29,504CommonNONE
N20944109CNHCNH INDL N V$613,0340.08%47,302CommonNONE
464288414MUBISHARES TR$610,7990.08%5,846CommonNONE
464287440IEFISHARES TR$608,7940.08%6,357CommonNONE
L1995B107CAAPCORPORACION AMER ARPTS S A$587,2210.07%28,984CommonNONE
095306106BLBDBLUE BIRD CORP$571,0070.07%13,230CommonNONE
46435G342REMISHARES TR$565,0160.07%26,427CommonNONE
198516106COLMCOLUMBIA SPORTSWEAR CO$564,8680.07%9,248CommonNONE
464287507IJHISHARES TR$553,9360.07%8,932CommonNONE
00162Q452AMLPALPS ETF TR$548,1460.07%11,219CommonNONE
092528504CLOABLACKROCK ETF TRUST II$539,7080.07%10,395CommonNONE
46434G855RINGISHARES INC$534,6850.07%12,213CommonNONE
921937793BLVVANGUARD BD INDEX FDS$515,0130.06%7,406CommonNONE
464288687PFFISHARES TR$497,2900.06%16,209CommonNONE
46138G870VRPINVESCO EXCH TRADED FD TR II$494,8990.06%20,241CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$482,9260.06%8,877CommonNONE
N07059210ASMLASML HOLDING N V$452,3730.06%564CommonNONE
92189F536MLNVANECK ETF TRUST$450,2710.06%26,659CommonNONE
392709101GRBKGREEN BRICK PARTNERS INC$443,9470.06%7,060CommonNONE
46435G219IGEBISHARES TR$441,7220.06%9,721CommonNONE
78468R663BILSPDR SERIES TRUST$435,4420.05%4,747CommonNONE
670100205NVONOVO-NORDISK A S$431,0760.05%6,246CommonNONE
03969K108ARQTARCUTIS BIOTHERAPEUTICS INC$421,6800.05%30,077CommonNONE
580135101MCDMCDONALDS CORP$414,9060.05%1,420CommonNONE
921078101OUNZVANECK MERK GOLD ETF$409,9780.05%12,856CommonNONE
68389X105ORCLORACLE CORP$406,9420.05%1,861CommonNONE
46435G102ICVTISHARES TR$399,2330.05%4,431CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$390,6930.05%2,866CommonNONE
47103U845JAAAJANUS DETROIT STR TR$382,5540.05%7,538CommonNONE
464287804IJRISHARES TR$371,8380.05%3,402CommonNONE
922908751VBVANGUARD INDEX FDS$366,1000.05%1,545CommonNONE
52603A208LCLENDINGCLUB CORP$364,7860.05%30,323CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$353,7360.04%1,200CommonNONE
717081103PFEPFIZER INC$349,9370.04%14,436CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$347,1150.04%14,203CommonNONE
002824100ABTABBOTT LABS$335,4010.04%2,466CommonNONE
464288646IGSBISHARES TR$332,8480.04%6,309CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$331,3700.04%2,808CommonNONE
594972408MSTRMICROSTRATEGY INC$324,1920.04%802CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$323,8160.04%2,282CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$318,1490.04%2,360CommonNONE
65473P105NINISOURCE INC$315,8340.04%7,829CommonNONE
75513E101RTXRTX CORPORATION$312,9210.04%2,143CommonNONE
858119100STLDSTEEL DYNAMICS INC$309,9120.04%2,421CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$301,0400.04%52CommonNONE
149123101CATCATERPILLAR INC$296,9810.04%765CommonNONE
464288513HYGISHARES TR$293,0230.04%3,633CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$286,6330.04%3,510CommonNONE
478160104JNJJOHNSON & JOHNSON$279,3640.03%1,829CommonNONE
G85158106STNESTONECO LTD$277,7950.03%17,319CommonNONE
G29183103ETNEATON CORP PLC$272,7400.03%764CommonNONE
00206R102TAT&T INC$272,4750.03%9,415CommonNONE
921937835BNDVANGUARD BD INDEX FDS$268,7520.03%3,650CommonNONE
464287226AGGISHARES TR$264,5110.03%2,666CommonNONE
443201108HWMHOWMET AEROSPACE INC$254,6370.03%1,368CommonNONE
464287614IWFISHARES TR$253,4740.03%597CommonNONE
92204A876VPUVANGUARD WORLD FD$250,8530.03%1,421CommonNONE
78468R523BILSSPDR SERIES TRUST$243,4840.03%2,449CommonNONE
91913Y100VLOVALERO ENERGY CORP$242,2690.03%1,802CommonNONE
855244109SBUXSTARBUCKS CORP$238,0630.03%2,598CommonNONE
46434V381XTISHARES TR$234,5630.03%3,595CommonNONE
78464A870XBISPDR SERIES TRUST$231,5410.03%2,792CommonNONE
031162100AMGNAMGEN INC$230,5260.03%826CommonNONE
M6158M104ITRNITURAN LOCATION AND CONTROL$229,2820.03%5,920CommonNONE
17275R102CSCOCISCO SYS INC$228,1460.03%3,288CommonNONE
05464T104AXSMAXSOME THERAPEUTICS INC$220,6800.03%2,114CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$220,1640.03%1,200CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$218,5630.03%965CommonNONE
00724F101ADBEADOBE INC$214,3320.03%554CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$211,5730.03%3,768CommonNONE
032654105ADIANALOG DEVICES INC$207,5820.03%872CommonNONE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$206,8660.03%2,903CommonNONE
H1467J104CBCHUBB LIMITED$206,7630.03%714CommonNONE
25434V658DFGRDIMENSIONAL ETF TRUST$201,8970.03%7,525CommonNONE
B6S7WD106NYXHNYXOAH S A$121,7070.02%16,271CommonNONE
14147L108CRDFCARDIFF ONCOLOGY INC$113,4000.01%36,000CommonNONE
550241103LUMNLUMEN TECHNOLOGIES INC$54,0970.01%12,351CommonNONE
898920103HURATUHURA BIOSCIENCES INC$52,1820.01%23,400CommonNONE
594960304MVISMICROVISION INC DEL$37,4620.00%32,861CommonNONE
57055L206MRKRMARKER THERAPEUTICS INC$35,8020.00%23,400CommonNONE
04746L104ATHIRA PHARMA INC$13,5900.00%45,000CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.