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Fort Point Capital Partners LLC

Q2 2025 · 13F-HR

Fort Point Capital Partners LLCholdings as filed

Filed 2025-08-14 · accession 0001879202-25-000030

$1.39B
Reported value
318
Positions
2025-06-30
Period end
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The Brief · Fort Point Capital Partners LLC · Q2 2025

AI · grounded in 13F

Fort Point Capital Partners LLC established a new position in SPY valued at $313.04M. The fund also initiated new stakes in IWM for $109.81M and EFA for $74.78M. Additional new positions include VOO at $40.88M, AGG at $38.70M, and IVV at $34.95M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$144.2M10.4%233,400PUTSOLE
78462F103SPYSPDR S&P 500 ETF TR$119.5M8.62%192,914CommonNONE
464287655IWMISHARES TR$105.5M7.60%26,000PUTSOLE
464287465EFAISHARES TR$58.6M4.23%34,600PUTSOLE
78462F103SPYSPDR S&P 500 ETF TR$49.3M3.55%79,800CALLSOLE
922908363VOOVANGUARD INDEX FDS$40.9M2.95%71,751CommonNONE
464287226AGGISHARES TR$38.7M2.79%390,114CommonNONE
808524649SCMBSCHWAB STRATEGIC TR$31.3M2.25%1,241,508CommonNONE
464287200IVVISHARES TR$31.2M2.25%50,206CommonNONE
922907746VTEBVANGUARD MUN BD FDS$26.1M1.88%532,470CommonNONE
78468R663BILSPDR SERIES TRUST$25.6M1.84%278,947CommonNONE
46432F842IEFAISHARES TR$24.9M1.79%298,249CommonNONE
358039105FRPTFRESHPET INC$23.6M1.70%347,872CommonNONE
464288414MUBISHARES TR$20.8M1.50%199,299CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$20.2M1.46%111,401CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$18.1M1.30%317,481CommonNONE
18452B209CLSKCLEANSPARK INC$17.8M1.28%1,613,139CommonNONE
037833100AAPLAPPLE INC$17.7M1.27%86,117CommonNONE
594918104MSFTMICROSOFT CORP$16.2M1.17%32,492CommonNONE
464287465EFAISHARES TR$16.1M1.16%180,477CommonNONE
92206C847VGLTVANGUARD SCOTTSDALE FDS$14.2M1.02%252,881CommonNONE
023135106AMZNAMAZON COM INC$13.4M0.96%60,977CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$13.2M0.95%597,141CommonNONE
46138E420EQALINVESCO EXCH TRADED FD TR II$12.2M0.88%247,338CommonNONE
02079K107GOOGALPHABET INC$11.9M0.86%66,953CommonNONE
922908629VOVANGUARD INDEX FDS$11.5M0.83%40,920CommonNONE
02079K305GOOGLALPHABET INC$10.5M0.76%59,597CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$10.4M0.75%21,511CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$9.7M0.70%227,403CommonNONE
03831W108APPAPPLOVIN CORP$9.3M0.67%26,517CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$9.3M0.67%258,305CommonNONE
67066G104NVDANVIDIA CORPORATION$8.8M0.64%55,825CommonNONE
64110L106NFLXNETFLIX INC$8.5M0.61%6,340CommonNONE
808524607SCHASCHWAB STRATEGIC TR$8.4M0.60%330,358CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$8.2M0.59%166,120CommonNONE
464287622IWBISHARES TR$8.0M0.58%23,609CommonNONE
30231G102XOMEXXON MOBIL CORP$7.5M0.54%69,256CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$6.8M0.49%168,866CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$6.6M0.47%9CommonNONE
46090E103QQQINVESCO QQQ TR$6.3M0.45%11,100CALLSOLE
46090E103QQQINVESCO QQQ TR$6.3M0.45%11,100PUTSOLE
741623102PRMBPRIMO BRANDS CORPORATION$5.9M0.42%197,856CommonNONE
464288588MBBISHARES TR$5.8M0.42%61,471CommonNONE
30303M102METAMETA PLATFORMS INC$5.3M0.38%7,152CommonNONE
922908769VTIVANGUARD INDEX FDS$5.1M0.37%16,659CommonNONE
025816109AXPAMERICAN EXPRESS CO$5.0M0.36%15,828CommonNONE
11135F101AVGOBROADCOM INC$4.8M0.34%17,278CommonNONE
46434G103IEMGISHARES INC$4.7M0.34%78,156CommonNONE
46090E103QQQINVESCO QQQ TR$4.6M0.33%8,402CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$4.6M0.33%74,926CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$4.6M0.33%53,800PUTSOLE
81369Y803XLKSELECT SECTOR SPDR TR$4.4M0.31%17,250CommonNONE
464287655IWMISHARES TR$4.4M0.31%20,189CommonNONE
381430438GSEWGOLDMAN SACHS ETF TR$4.3M0.31%52,977CommonNONE
464287499IWRISHARES TR$3.9M0.28%42,910CommonNONE
78463V107GLDSPDR GOLD TR$3.9M0.28%12,932CommonNONE
718546104PSXPHILLIPS 66$3.8M0.28%32,199CommonNONE
464287200IVVISHARES TR$3.8M0.27%6,100PUTSOLE
922908751VBVANGUARD INDEX FDS$3.7M0.26%15,423CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$3.7M0.26%12,609CommonNONE
922475108VEEVVEEVA SYS INC$3.6M0.26%12,441CommonNONE
79466L302CRMSALESFORCE INC$3.5M0.25%12,861CommonNONE
713448108PEPPEPSICO INC$3.4M0.24%25,684CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$3.4M0.24%3,408CommonNONE
78463V107GLDSPDR GOLD TR$3.3M0.24%10,800PUTSOLE
922908553VNQVANGUARD INDEX FDS$3.3M0.23%36,519CommonNONE
78464A664SPTLSPDR SERIES TRUST$3.2M0.23%120,431CommonNONE
668771108GENGEN DIGITAL INC$3.2M0.23%108,026CommonNONE
46436E718SGOVISHARES TR$3.1M0.22%30,673CommonNONE
92826C839VVISA INC$3.1M0.22%8,695CommonNONE
N3167Y103RACEFERRARI N V$3.1M0.22%6,279CommonNONE
437076102HDHOME DEPOT INC$3.0M0.21%8,126CommonNONE
57636Q104MAMASTERCARD INCORPORATED$3.0M0.21%5,282CommonNONE
808524706SCHESCHWAB STRATEGIC TR$2.9M0.21%97,131CommonNONE
92206C771VMBSVANGUARD SCOTTSDALE FDS$2.9M0.21%62,846CommonNONE
088929104BGCBGC GROUP INC$2.8M0.20%273,422CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$2.8M0.20%45,600PUTSOLE
464287721IYWISHARES TR$2.7M0.19%15,390CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$2.7M0.19%31,364CommonNONE
92647X830VFLOVICTORY PORTFOLIOS II$2.7M0.19%75,101CommonNONE
464287507IJHISHARES TR$2.6M0.18%41,339CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$2.5M0.18%90,723CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$2.5M0.18%19,630CommonNONE
88160R101TSLATESLA INC$2.5M0.18%7,779CommonNONE
149123101CATCATERPILLAR INC$2.4M0.18%6,275CommonNONE
931142103WMTWALMART INC$2.4M0.17%24,770CommonNONE
381430503GSLCGOLDMAN SACHS ETF TR$2.4M0.17%19,790CommonNONE
39854F101GRNDGRINDR INC$2.3M0.16%100,805CommonNONE
464287234EEMISHARES TR$2.2M0.16%46,632CommonNONE
46654Q609JGROJ P MORGAN EXCHANGE TRADED F$2.2M0.16%25,639CommonNONE
78464A763SDYSPDR SERIES TRUST$2.2M0.16%16,169CommonNONE
166764100CVXCHEVRON CORP NEW$2.2M0.16%15,200CommonNONE
46435U549EAGGISHARES TR$2.0M0.14%41,171CommonNONE
46429B697USMVISHARES TR$2.0M0.14%20,805CommonNONE
46641Q407JPUSJ P MORGAN EXCHANGE TRADED F$1.9M0.14%15,983CommonNONE
97717X669DGRWWISDOMTREE TR$1.8M0.13%21,613CommonNONE
922021605VTECVANGUARD CALIF TAX FREE FDS$1.8M0.13%18,478CommonNONE
452308109ITWILLINOIS TOOL WKS INC$1.8M0.13%7,186CommonNONE
594972408MSTRMICROSTRATEGY INC$1.8M0.13%4,419CommonNONE
92206C573VTCVANGUARD SCOTTSDALE FDS$1.8M0.13%22,893CommonNONE
46137V837PDPINVESCO EXCHANGE TRADED FD T$1.8M0.13%16,262CommonNONE
921910709EDVVANGUARD WORLD FD$1.7M0.13%25,842CommonNONE
98138H101WDAYWORKDAY INC$1.7M0.13%7,235CommonNONE
78409V104SPGIS&P GLOBAL INC$1.7M0.13%3,290CommonNONE
18452B209CLSKCLEANSPARK INC$1.7M0.12%150,000PUTSOLE
03076C106AMPAMERIPRISE FINL INC$1.7M0.12%3,206CommonNONE
482480100KLACKLA CORP$1.7M0.12%1,896CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$1.7M0.12%15,278CommonNONE
921937835BNDVANGUARD BD INDEX FDS$1.6M0.12%22,261CommonNONE
464287804IJRISHARES TR$1.6M0.12%14,750CommonNONE
78464A599XSWSPDR SERIES TRUST$1.6M0.12%8,483CommonNONE
46434G764EMXCISHARES INC$1.6M0.12%25,325CommonNONE
88339J105TTDTHE TRADE DESK INC$1.6M0.11%21,911CommonNONE
78464A862XSDSPDR SERIES TRUST$1.5M0.11%5,756CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$1.5M0.11%254CommonNONE
512807306LRCXLAM RESEARCH CORP$1.4M0.10%14,727CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$1.4M0.10%3,204CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$1.4M0.10%6,434CommonNONE
92206C664VTWOVANGUARD SCOTTSDALE FDS$1.4M0.10%15,948CommonNONE
09661T107BKLCBNY MELLON ETF TRUST$1.4M0.10%11,735CommonNONE
78464A383SPMBSPDR SERIES TRUST$1.4M0.10%61,632CommonNONE
78464A771KCESPDR SERIES TRUST$1.4M0.10%9,359CommonNONE
78468R812QUSSPDR SERIES TRUST$1.3M0.10%8,172CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$1.3M0.10%54,220CommonNONE
68389X105ORCLORACLE CORP$1.3M0.10%6,031CommonNONE
922040845VBILVANGUARD INSTL INDEX FD$1.3M0.09%17,319CommonNONE
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$1.3M0.09%21,175CommonNONE
85207H104PHYSSPROTT PHYSICAL GOLD TR$1.3M0.09%50,000CommonNONE
375558103GILDGILEAD SCIENCES INC$1.3M0.09%11,363CommonNONE
464287598IWDISHARES TR$1.2M0.09%6,384CommonNONE
617446448MSMORGAN STANLEY$1.2M0.09%8,788CommonNONE
46434V621DGROISHARES TR$1.2M0.09%19,240CommonNONE
00287Y109ABBVABBVIE INC$1.2M0.09%6,626CommonNONE
14040H105COFCAPITAL ONE FINL CORP$1.2M0.09%5,765CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$1.2M0.09%3,866CommonNONE
464285204IAUISHARES GOLD TR$1.2M0.09%18,926CommonNONE
381430529GBILGOLDMAN SACHS ETF TR$1.2M0.08%11,546CommonNONE
46435G243SUSBISHARES TR$1.1M0.08%45,519CommonNONE
46137V506PFMINVESCO EXCHANGE TRADED FD T$1.1M0.08%22,946CommonNONE
88160R101TSLATESLA INC$1.1M0.08%3,400CALLSOLE
46654Q781JPEFJ P MORGAN EXCHANGE TRADED F$1.1M0.08%15,387CommonNONE
46641Q282JCTRJ P MORGAN EXCHANGE TRADED F$1.1M0.08%12,644CommonNONE
092528884CALIBLACKROCK ETF TRUST II$1.1M0.08%20,881CommonNONE
381430396JUSTGOLDMAN SACHS ETF TR$1.0M0.07%11,464CommonNONE
98138H101WDAYWORKDAY INC$1.0M0.07%4,200PUTSOLE
25434V724DFUVDIMENSIONAL ETF TRUST$989,3520.07%23,400CommonNONE
002824100ABTABBOTT LABS$985,9550.07%7,249CommonNONE
38147U107GSBDGOLDMAN SACHS BDC INC$960,9800.07%81,925CommonNONE
629377508NRGNRG ENERGY INC$956,7360.07%5,958CommonNONE
381430545GVIPGOLDMAN SACHS ETF TR$949,6540.07%6,863CommonNONE
72201R775BONDPIMCO ETF TR$944,8450.07%10,250CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$924,4500.07%3,000PUTSOLE
33939L688ESGGFLEXSHARES TR$920,3550.07%4,905CommonNONE
92333E104VENUVENU HLDG CORP$918,6650.07%77,919CommonNONE
00724F101ADBEADOBE INC$917,2920.07%2,371CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$911,3520.07%1,288CommonNONE
548661107LOWLOWES COS INC$906,3540.07%4,085CommonNONE
05370A108RNAGBPAVIDITY BIOSCIENCES INC$883,0980.06%31,095CommonNONE
031162100AMGNAMGEN INC$879,5120.06%3,150CommonNONE
770700102HOODROBINHOOD MKTS INC$877,2190.06%9,369CommonNONE
46654Q740JGLOJ P MORGAN EXCHANGE TRADED F$874,9810.06%13,599CommonNONE
532457108LLYELI LILLY & CO$868,3960.06%1,114CommonNONE
464287168DVYISHARES TR$860,0300.06%6,476CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$858,9390.06%9,530CommonNONE
86150R107STOKSTOKE THERAPEUTICS INC$856,1760.06%75,434CommonNONE
316092857FRELFIDELITY COVINGTON TRUST$851,8950.06%31,505CommonNONE
824348106SHWSHERWIN WILLIAMS CO$833,7690.06%2,428CommonNONE
020002101ALLALLSTATE CORP$817,3010.06%4,040CommonNONE
292671708UUUUENERGY FUELS INC$815,7240.06%141,865CommonNONE
74347X864UPROPROSHARES TR$802,1070.06%8,750CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$797,5810.06%2,706CommonNONE
58933Y105MRKMERCK & CO INC$796,5190.06%9,949CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$795,6830.06%11,837CommonNONE
37954Y673PAVEGLOBAL X FDS$795,3610.06%18,205CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$765,4610.06%2,874CommonNONE
464287762IYHISHARES TR$763,4900.06%13,518CommonNONE
78464A698KRESPDR SERIES TRUST$755,0250.05%12,713CommonNONE
H5919C104ONONON HLDG AG$741,1920.05%14,240CommonNONE
78468R531EFIVSPDR SERIES TRUST$738,7210.05%12,617CommonNONE
458140100INTCINTEL CORP$737,5170.05%32,925CommonNONE
92189H409HYDVANECK ETF TRUST$736,8820.05%14,676CommonNONE
244199105DEDEERE & CO$728,3910.05%1,428CommonNONE
12503M108CBOECBOE GLOBAL MKTS INC$726,9160.05%3,117CommonNONE
313745101FRTFEDERAL RLTY INVT TR NEW$726,3480.05%7,647CommonNONE
17275R102CSCOCISCO SYS INC$710,5900.05%10,242CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$702,9720.05%1,406CommonNONE
438516106HONHONEYWELL INTL INC$702,3660.05%3,016CommonNONE
37954Y236DTCRGLOBAL X FDS$696,7430.05%37,186CommonNONE
464287101OEFISHARES TR$690,7490.05%2,270CommonNONE
92189F676SMHVANECK ETF TRUST$689,3910.05%2,472CommonNONE
78464A508SPYVSPDR SERIES TRUST$688,1560.05%13,148CommonNONE
369604301GEGE AEROSPACE$681,8270.05%2,649CommonNONE
922908744VTVVANGUARD INDEX FDS$680,3830.05%3,829CommonNONE
75513E101RTXRTX CORPORATION$656,0680.05%4,493CommonNONE
571903202MARMARRIOTT INTL INC NEW$648,0540.05%2,372CommonNONE
451100101IEPICAHN ENTERPRISES LP$644,4050.05%80,100CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$628,2730.05%11,051CommonNONE
38150W107GUSAGOLDMAN SACHS ETF TRUST II$627,7420.05%11,696CommonNONE
718172109PMPHILIP MORRIS INTL INC$614,8730.04%3,351CommonNONE
94106L109WMWASTE MGMT INC DEL$610,2630.04%2,667CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$604,1290.04%4,482CommonNONE
38149W598GGUSGOLDMAN SACHS ETF TR$599,9110.04%10,350CommonNONE
381430305GSEUGOLDMAN SACHS ETF TR$597,1990.04%14,107CommonNONE
78468R671FITESPDR SERIES TRUST$589,4660.04%7,760CommonNONE
46435G516ESGDISHARES TR$586,8000.04%6,577CommonNONE
301505475NUKZEXCHANGE TRADED CONCEPTS TRU$581,1540.04%10,275CommonNONE
464287788IYFISHARES TR$574,8230.04%4,751CommonNONE
G54950103LINLINDE PLC$573,3380.04%1,222CommonNONE
46434G863ESGEISHARES INC$572,0000.04%14,603CommonNONE
46641Q779JMOMJ P MORGAN EXCHANGE TRADED F$542,8910.04%8,444CommonNONE
949746101WMT2WELLS FARGO CO NEW$541,7710.04%6,762CommonNONE
25434V609DFATDIMENSIONAL ETF TRUST$539,6000.04%10,000CommonNONE
464287432TLTISHARES TR$537,7960.04%6,094CommonNONE
742718109PGPROCTER AND GAMBLE CO$533,3820.04%3,348CommonNONE
803054204SAPSAP SE$532,4790.04%1,751CommonNONE
464287150ITOTISHARES TR$528,9520.04%3,917CommonNONE
15101Q207CLSCELESTICA INC$527,6520.04%3,380CommonNONE
36828A101GEVGE VERNOVA INC$526,5040.04%995CommonNONE
478160104JNJJOHNSON & JOHNSON$525,9120.04%3,443CommonNONE
055622104BPBP PLC$513,3750.04%17,153CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$510,4590.04%2,035CommonNONE
G0403H108AONAON PLC$504,4590.04%1,414CommonNONE
464287309IVWISHARES TR$489,2840.04%4,444CommonNONE
872540109TJXTJX COS INC NEW$485,6860.04%3,933CommonNONE
00206R102TAT&T INC$484,9250.03%16,756CommonNONE
494368103KMBKIMBERLY-CLARK CORP$484,2860.03%3,720CommonNONE
922908736VUGVANGUARD INDEX FDS$480,3500.03%1,094CommonNONE
09260D107BXBLACKSTONE INC$479,9940.03%3,209CommonNONE
46432F339QUALISHARES TR$471,6900.03%2,580CommonNONE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$466,8190.03%5,503CommonNONE
060505104BACBANK AMERICA CORP$462,6670.03%9,777CommonNONE
464287614IWFISHARES TR$461,9920.03%1,088CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$460,7390.03%9,091CommonNONE
464289875AOMISHARES TR$458,1440.03%9,951CommonNONE
539830109LMTLOCKHEED MARTIN CORP$454,8030.03%982CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$448,6130.03%1,438CommonNONE
25434V500DFASDIMENSIONAL ETF TRUST$445,9700.03%7,000CommonNONE
025072604AVEMAMERICAN CENTY ETF TR$443,4890.03%6,471CommonNONE
45781M101INVAINNOVIVA INC$436,4750.03%21,726CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$423,2370.03%831CommonNONE
922907738VTEIVANGUARD MUN BD FDS$419,6510.03%4,258CommonNONE
38149W630GPIQGOLDMAN SACHS ETF TR$419,4000.03%8,420CommonNONE
92645B103VCTRVICTORY CAP HLDGS INC$418,6940.03%6,576CommonNONE
615369105MCOMOODYS CORP$417,8240.03%833CommonNONE
02209S103MOALTRIA GROUP INC$412,4080.03%6,906CommonNONE
835699307SONYSONY GROUP CORP$402,5540.03%15,465CommonNONE
433000106HIMSHIMS & HERS HEALTH INC$398,6500.03%7,997CommonNONE
464288356CMFISHARES TR$397,3700.03%7,129CommonNONE
38149W622GPIXGOLDMAN SACHS ETF TR$394,0760.03%7,910CommonNONE
464287242LQDISHARES TR$393,5000.03%3,590CommonNONE
808524847SCHHSCHWAB STRATEGIC TR$387,2700.03%18,302CommonNONE
78464A839MDYVSPDR SERIES TRUST$385,7000.03%4,856CommonNONE
833034101SNASNAP ON INC$384,9300.03%1,237CommonNONE
69121K104OBDCBLUE OWL CAPITAL CORPORATION$380,3120.03%25,854CommonNONE
191216100KOCOCA COLA CO$375,9590.03%5,275CommonNONE
98980G102ZSZSCALER INC$369,1930.03%1,176CommonNONE
46137V118PSPINVESCO EXCHANGE TRADED FD T$367,5210.03%5,338CommonNONE
46435G425ESGUISHARES TR$365,7160.03%2,703CommonNONE
78470P408XLSRSSGA ACTIVE TR$365,6030.03%6,657CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$361,4220.03%1,758CommonNONE
09290D101BLKBLACKROCK INC$359,8930.03%343CommonNONE
773903109ROKROCKWELL AUTOMATION INC$356,7510.03%1,074CommonNONE
859241101STRLSTERLING INFRASTRUCTURE INC$351,8630.03%1,525CommonNONE
46435G326IDEVISHARES TR$349,7080.03%4,599CommonNONE
927107409VLGEAVILLAGE SUPER MKT INC$342,3040.02%8,891CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$341,7190.02%1,102CommonNONE
254687106DISDISNEY WALT CO$339,6630.02%2,728CommonNONE
747525103QCOMQUALCOMM INC$338,1940.02%2,124CommonNONE
00162Q452AMLPALPS ETF TR$331,8780.02%6,792CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$331,0970.02%6,322CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$323,8210.02%7,484CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$323,3170.02%6,985CommonNONE
82509L107SHOPSHOPIFY INC$318,5970.02%2,762CommonNONE
128030202CALMCAL MAINE FOODS INC$317,0230.02%3,182CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$315,2020.02%708CommonNONE
92204A702VGTVANGUARD WORLD FD$312,7710.02%472CommonNONE
285512109EAELECTRONIC ARTS INC$308,7000.02%1,933CommonNONE
97717W588EPSWISDOMTREE TR$307,8880.02%4,810CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$307,5340.02%5,477CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$307,2200.02%11,103CommonNONE
464287630IWNISHARES TR$300,8480.02%1,907CommonNONE
31428X106FDXFEDEX CORP$297,0160.02%1,299CommonNONE
33939L407GUNRFLEXSHARES TR$292,4130.02%7,290CommonNONE
988498101YUMYUM BRANDS INC$284,9500.02%1,923CommonNONE
78464A284HYMBSPDR SERIES TRUST$277,4370.02%11,196CommonNONE
053332102AZOAUTOZONE INC$274,7050.02%74CommonNONE
882508104TXNTEXAS INSTRS INC$272,5060.02%1,313CommonNONE
343412102FLRFLUOR CORP NEW$271,8850.02%5,303CommonNONE
46434V282LRGFISHARES TR$267,4220.02%4,170CommonNONE
697435105PANWPALO ALTO NETWORKS INC$263,9860.02%1,290CommonNONE
33738R688FIDFIRST TR EXCHANGE TRADED FD$261,2570.02%13,593CommonNONE
14316J108CGCARLYLE GROUP INC$258,2850.02%5,025CommonNONE
654106103NKENIKE INC$258,1670.02%3,609CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$256,3540.02%3,520CommonNONE
46641Q878BBHYJ P MORGAN EXCHANGE TRADED F$251,4970.02%5,392CommonNONE
46641Q324JIGJ P MORGAN EXCHANGE TRADED F$247,9990.02%3,468CommonNONE
92204A108VCRVANGUARD WORLD FD$247,8270.02%684CommonNONE
036752103ELVELEVANCE HEALTH INC$242,7110.02%624CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$240,5110.02%1,630CommonNONE
632307104NTRANATERA INC$237,5300.02%1,406CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$234,5830.02%2,184CommonNONE
038222105AMATAPPLIED MATLS INC$231,2170.02%1,263CommonNONE
291011104EMREMERSON ELEC CO$227,7350.02%1,708CommonNONE
040413205ANETARISTA NETWORKS INC$227,5370.02%2,224CommonNONE
097023105BABOEING CO$227,1310.02%1,084CommonNONE
25434V401DFUSDIMENSIONAL ETF TRUST$226,8170.02%3,384CommonNONE
46435U556ARTYISHARES TR$226,2380.02%5,518CommonNONE
88579Y101MMM3M CO$226,0100.02%1,485CommonNONE
464288620USIGISHARES TR$214,3490.02%4,167CommonNONE
209115104EDCONSOLIDATED EDISON INC$212,3390.02%2,116CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$212,0530.02%657CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$209,5520.02%2,246CommonNONE
78464A789KIESPDR SERIES TRUST$202,5190.01%3,390CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$201,4450.01%2,429CommonNONE
98956A105ZETAZETA GLOBAL HOLDINGS CORP$154,9000.01%10,000CommonNONE
037833100AAPLAPPLE INC$143,9550.01%3,500PUTSOLE
N3144W105XPROEXPRO GROUP HOLDINGS NV$116,7470.01%13,591CommonNONE
071734107BHCBAUSCH HEALTH COS INC$71,5280.01%10,740CommonNONE

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.