MondegarAI
Atlantic Private Wealth, LLC

Q4 2025 · 13F-HR

Atlantic Private Wealth, LLCholdings as filed

Filed 2026-02-11 · accession 0001893143-26-000001

$156.4M
Reported value
393
Positions
2025-12-31
Period end
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The Brief · Atlantic Private Wealth, LLC · Q4 2025

AI · grounded in 13F

Atlantic Private Wealth, LLC established a new position in POCT worth $1.86M. The fund also opened new positions in IOCT for $778,947 and KOCT for $591,010. On the sell side, the fund trimmed its holding in SGOV by 88.3% and closed its position in PJUL, reducing it by $310,080.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P500 ETF (trust Trust Unit Depositary Receipt)$46.3M29.6%67,846CommonNONE
922908769VTIVanguard Idx Fund$17.5M11.2%52,176CommonNONE
921909768VXUSVanguard Total (international Stock Index Fund)$7.5M4.78%99,188CommonNONE
46438G646IBTPiShares iBonds Dec 2034 Term Treasury ETF$6.1M3.87%234,732CommonNONE
922908652VXFVanguard Extended (markets Index Fund)$5.9M3.78%28,242CommonNONE
46436E858IBTGiShares iBonds Dec 2026 Term Treasury ETF$5.9M3.74%255,888CommonNONE
921910733ESGVVanguard World FD (esg US STK Etf)$5.1M3.28%42,427CommonNONE
46436E296IBTMiShares iBonds Dec 2032 Term Treasury ETF$5.1M3.26%220,940CommonNONE
46436E841IBTHiShares iBonds Dec 2027 Term Treasury ETF$4.4M2.81%195,805CommonNONE
46435U549EAGGiShares TR Esg Awr (us Agrgt)$3.9M2.52%82,473CommonNONE
46436E569XVViShares TR Esg SCRND (S&P500)$3.6M2.28%67,672CommonNONE
46436E759DMXFiShares Trust Esg (advanced MSCI EAFE Etf)$3.2M2.02%42,022CommonNONE
922042775VEUVanguard Intl Equity (index FDS Allwrld Ex Us)$3.1M1.98%42,071CommonNONE
81369Y506XLESelect Sector SPDR (TR Energy)$2.7M1.71%59,738CommonNONE
464287200IVViShares S&P 500$2.2M1.41%3,219CommonNONE
45782C797POCTInnovator Etfs Trust (us Eqty PWR Buf)$1.9M1.19%42,346CommonNONE
46436E742EMXFiShares TR (egsadvncdmsci Em)$1.6M1.01%33,899CommonNONE
91324P102UNHUnitedhealth Group$1.0M0.66%3,119CommonNONE
46436E825IBTJiShares iBonds Dec 2029 Term Treasury ETF$938,5790.60%42,770CommonNONE
037833100AAPLApple Inc$929,2600.59%3,418CommonNONE
46641Q332JEPIJ P Morgan Exchange Traded Fund Trust JPMorgan Equity Premium Income ETF$927,6310.59%16,206CommonNONE
922908736VUGVanguard Index FDS (vanguard Growth ETF Formerly Vanguard Index TR)$907,9890.58%1,861CommonNONE
37954Y475XYLDGlobal X FDS S&P 500 (covered)$823,8950.53%20,278CommonNONE
46436E718SGOViShares TR 0-3 MNTH (treasry)$809,0500.52%8,060CommonNONE
45782C631IOCTInnovator Etfs Trust (international DV)$778,9470.50%22,345CommonNONE
19260Q107COINCoinbase Global Inc$741,5130.47%3,279CommonNONE
45784N775ZFEBInnovator Etfs Trust (equity Def Protn)$711,3760.45%28,029CommonNONE
46436E551XJHiShares TR Esg SCRD (S&P Mid)$690,7390.44%15,470CommonNONE
46436E544XJRiShares TR Esg SCRND (S&P SM)$686,5260.44%16,123CommonNONE
45783Y541TJULInnovator Etfs Trust (eqt Defined PRTCTN ETF 2 YR To July 2025)$674,5040.43%22,795CommonNONE
45784N825TJANInnovator Etfs Trust (equity Jan 20227)$669,5920.43%24,500CommonNONE
46436E593IBTKiShares iBonds Dec 2030 Term Treasury ETF$660,1270.42%33,264CommonNONE
45784N726ZAPRInnovator Etfs Trust (equity Defined Protn ETF 1 YR April)$658,1890.42%25,531CommonNONE
45782C680PAUGInnovator U.S. Equity Power Buffer ETF - August$640,1430.41%14,801CommonNONE
45782C599KOCTInnovator Etfs Trust (us SML CP PWR B)$591,0100.38%17,553CommonNONE
46436E460IBTLiShares iBonds Dec 2031 Term Treasury ETF$535,9520.34%26,112CommonNONE
67066G104NVDANvidia Corporation$533,8310.34%2,862CommonNONE
02079K107GOOGAlphabet Inc Cap STK$513,4010.33%1,636CommonNONE
45784N692QBFInnovator Etfs Trust (uncapped Bitcoin)$509,4510.33%23,790CommonNONE
45782C656PSEPInnovator Etfs Trust (us Eqty PWR Buf)$506,5650.32%11,587CommonNONE
28176E108EWEdwards Lifesciences Corp Com$504,2540.32%5,915CommonNONE
594918104MSFTMicrosoft$486,6090.31%1,006CommonNONE
45783Y145IAUGInnovator Etfs Trust (innovator International Developed Power)$380,3960.24%13,366CommonNONE
46625H100JPMJPMorgan Chase & Co$372,9760.24%1,158CommonNONE
46641Q159JPIEJ P Morgan Exchange (traded FD Income Etf)$359,8120.23%7,773CommonNONE
922908363VOOVanguard Index Funds (S&P 500 ETF Usd)$334,8870.21%534CommonNONE
921943858VEAVanguard Tax-Managed (intl FD FTSE Dev MKT Etf)$330,4040.21%5,289CommonNONE
37954Y459RYLDGlobal X FDS Russell (2000)$320,4890.20%20,947CommonNONE
92189F676SMHVaneck Vectors ETF (TR Semiconductor Et)$312,7840.20%869CommonNONE
81369Y803XLKSelect Sector SPDR (trust Technology Select Sector Usd Dis)$291,5270.19%2,025CommonNONE
032108409DIVOAmplify ETF TR CWP (enhanced Div)$290,9410.19%6,538CommonNONE
97717X560WTPIWisdomtree TR CBOE (S&P 500)$290,3450.19%8,793CommonNONE
532457108LLYEli Lilly And Co$289,0950.18%269CommonNONE
78467X109DIASPDR Dow Jones Indl (average Et Ut Ser 1)$284,5030.18%592CommonNONE
46138E354SPLVInvesco Exch Traded (FD TR II S&P500 Low Vol)$252,9840.16%3,542CommonNONE
464288448IDViShares TR Intl Sel (div Etf)$239,4620.15%6,070CommonNONE
921946794VYMIVanguard Whitehall (FDS Intl High Etf)$236,8800.15%2,632CommonNONE
02072L565BOXXEa Series Trust (alpha Architect 1-3 Month Box Etf)$228,3580.15%1,984CommonNONE
464287309IVWiShares S&P 500 (growth Etf)$195,7470.13%1,588CommonNONE
46429B697USMViShares TR MSCI USA (min Vol)$180,0350.12%1,912CommonNONE
458140100INTCIntel Corp Com$174,7950.11%4,737CommonNONE
958102105WDCWestern Digital$173,1310.11%1,005CommonNONE
04280A100ARWRArrowhead$172,6140.11%2,600CommonNONE
464287655IWMiShares Russell 2000 (etf)$168,7870.11%686CommonNONE
11135F101AVGOBroadcom Inc Common Stock$165,7330.11%479CommonNONE
45783Y137KAUGInnovator Etfs Trust (us Small Cap Power Buffer ETF - August)$164,1940.10%6,189CommonNONE
803607100SRPTSarepta Therapeutics$161,4000.10%7,500CommonNONE
33939L837IQDFFlexshares Trust (international Quality DIV Idx)$158,9620.10%5,229CommonNONE
293792107EPDEnterprise Products Partners LP$144,2700.09%4,500CommonNONE
922908611VBRVanguard Small Cap (value Etf)$142,6760.09%674CommonNONE
81369Y407XLYConsumer (discretionary Select Sector SPDR Fund)$137,3220.09%1,150CommonNONE
023135106AMZNAmazon.Com Inc$129,7720.08%562CommonNONE
149123101CATCaterpillar Inc Com$125,5380.08%219CommonNONE
464287614IWFiShares TR Rus 1000 (GRW Etf)$125,4250.08%265CommonNONE
46137V282RSPTInvesco Exchange (traded FD TR S&P500 Eql Tec)$120,6790.08%2,652CommonNONE
45782C235TBJLInnovator Etfs Trust (invatr 20 PLS 9)$120,0370.08%6,029CommonNONE
09260D107BXBlackstone Inc Common Stock$115,6050.07%750CommonNONE
369550108GDGeneral Dynamics$114,5200.07%340CommonNONE
45782C722IJULInnovator Etfs Trust (intrnl Dev July)$113,7260.07%3,394CommonNONE
025816109AXPAmerican Express Co$112,0950.07%303CommonNONE
01609W102BABAAlibaba Group$109,9350.07%750CommonNONE
437076102HDHome Depot$108,2380.07%315CommonNONE
46137V530PNQIInvesco Exchange (traded FD TR Nasdaq Internt)$107,9200.07%2,000CommonNONE
92826C839VVisa Inc$98,9530.06%282CommonNONE
46436E148IBTOiShares iBonds Dec 2033 Term Treasury ETF$98,5500.06%4,013CommonNONE
315948109FBTCFidelity Wise Origin (bitcoin Fund)$91,5520.06%1,201CommonNONE
438516106HONHoneywell$89,9210.06%461CommonNONE
46438G422IBTQiShares Trust Ibonds (dec 2035 Term Treasury Etf)$86,3510.06%3,389CommonNONE
922908751VBVanguard Small-Cap (index Fund)$86,2380.06%334CommonNONE
75734B100RDDTReddit Inc CL A$85,9710.05%374CommonNONE
46137V241SPHQInvesco Exchange (traded FD TR S&P500 Quality)$83,6320.05%1,114CommonNONE
030420103AWKAmerican Water Works$81,6720.05%626CommonNONE
260003108DOVDover Corp Com$79,8640.05%409CommonNONE
02079K305GOOGLAlphabet Inc Cap STK$79,5020.05%254CommonNONE
80004C200SNDKSandisk Corp Com$78,8100.05%332CommonNONE
931142103WMTWal-Mart$77,5410.05%696CommonNONE
464287598IWDiShares Russell (1000 Value Etf)$76,5640.05%364CommonNONE
459200101IBMIBM$76,1370.05%257CommonNONE
464288885EFGiShares TR EAFE (GRWTH Etf)$72,7950.05%639CommonNONE
038222105AMATApplied Materials Inc$70,6720.05%275CommonNONE
808524201SCHXSchwab Strategic TR (us Large-Cap Etf)$69,3470.04%2,577CommonNONE
922042742VTVanguard Total World Stock Index ETF$68,5570.04%2,249CommonNONE
464288877EFViShares TR EAFE (value Etf)$65,9110.04%923CommonNONE
200340107CMAComerica Inc$65,6320.04%755CommonNONE
90353T100UBERUber Technologies$65,3680.04%800CommonNONE
22160K105COSTCostco Wholesale$64,6760.04%75CommonNONE
872540109TJXTJX Companies Inc$62,2140.04%405CommonNONE
922908744VTVVanguard Index FDS (vanguard Value ETF Formerly Vanguard)$60,5440.04%317CommonNONE
46138G698RWLInvesco Exch Traded (FD TR II S&P 500 Revenue)$60,5030.04%528CommonNONE
921908844VIGVanguard Specialized (funds DIV App Etf)$59,3420.04%270CommonNONE
084670702BRK/BBerkshire Hathaway$59,3130.04%118CommonNONE
060505104BACBK Of America Corp$58,1350.04%1,057CommonNONE
46090E103QQQInvesco QQQ TR Unit (ser 1)$56,0080.04%91CommonNONE
682680103OKEOneok Inc Com$55,1250.04%750CommonNONE
464287689IWViShares Russell 3000 (index Fund)$54,4960.03%141CommonNONE
55336V100MPLXMPLX LP Com Unit Repstg LTD Partner Int$53,3700.03%1,000CommonNONE
25754A201DPZDominos Pizza Inc$52,1030.03%125CommonNONE
231021106CMICummins Inc$51,0450.03%100CommonNONE
539830109LMTLockheed Martin Corp$48,3670.03%100CommonNONE
25746U109DDominion Energy Inc Common Stock$46,8720.03%800CommonNONE
244199105DEDeere & Co$46,5570.03%100CommonNONE
007903107AMDAdvanced Micro$46,0440.03%215CommonNONE
25434V302DFAEDimensional ETF (trust Emgr Cre EQT MNG)$45,9770.03%1,412CommonNONE
713448108PEPPepsico Inc$45,2090.03%315CommonNONE
464287499IWRiShares TR Rus Mid (cap Etf)$44,8610.03%466CommonNONE
38141G104GSGoldman Sachs Group Inc$43,9500.03%50CommonNONE
446150104HBANHuntington Bancshares Inc$43,3750.03%2,500CommonNONE
887389104TKRTimken Co$42,2530.03%502CommonNONE
46137V266RPGInvesco Exchange (traded FD TR S&P500 Pur GWT)$41,4590.03%888CommonNONE
H1467J104CBChubb LTD Com$39,6390.03%127CommonNONE
504922105LHLabcorp Holdings Inc$39,1200.03%156CommonNONE
G0450A105ACGLArch Capital Group LTD$38,3680.02%400CommonNONE
45782C540PDECInnovator Etfs Trust (us Eqty PWR Buf)$38,0440.02%877CommonNONE
75513E101RTXRaytheon$37,6010.02%205CommonNONE
002824100ABTAbbott Laboratories$37,5870.02%300CommonNONE
697435105PANWPalo Alto Networks Inc Common Stock$36,8400.02%200CommonNONE
778296103ROSTRoss Stores Inc$36,0280.02%200CommonNONE
89832Q109TFCTruist Finl Corp Com$35,1850.02%715CommonNONE
773121108RKLBRocket Lab Corp Com$34,8800.02%500CommonNONE
N07059210ASMLAsml Holding NV$34,0590.02%32CommonNONE
78464A409SPYGSPDR Portfolio S&P (500 Growth Etf)$33,2900.02%312CommonNONE
166764100CVXChevron Corp.$31,8690.02%209CommonNONE
45784N734TAPRInnovator Etfs Trust (equity Defined Protn ETF 2 YR To April)$30,8990.02%1,194CommonNONE
92939U106WECWec Energy Group Inc$30,7370.02%291CommonNONE
46432F396MTUMiShares TR MSCI USA (mmentm)$30,2270.02%121CommonNONE
46654Q203JEPQJ P Morgan Exchange-Traded FD TR J P Morgan Nasdaq Equity Premium Income ETF$29,0600.02%500CommonNONE
929160109VMCVulcan Materials Co (holding Co)$28,8080.02%101CommonNONE
78464A508SPYVSPDR Portfolio S&P (500 Value Etf)$28,5750.02%503CommonNONE
254687106DISDisney Walt Co Com$28,4430.02%250CommonNONE
88160R101TSLATesla Motors$28,2600.02%63CommonNONE
30303M102METAFacebook Inc-Class A$27,7110.02%42CommonNONE
579780206MKCMcCormick & Co Inc Non-Voting$27,2440.02%400CommonNONE
032654105ADIAnalog Devices Inc$27,1200.02%100CommonNONE
79466L302CRMSalesforce.Com Inc$26,4910.02%100CommonNONE
278865100ECLEcolab Inc$26,2520.02%100CommonNONE
717081103PFEPfizer Inc$25,9620.02%1,043CommonNONE
855244109SBUXStarbucks Corp Com$25,2630.02%300CommonNONE
031100100AMEAmetek Inc Com$25,2530.02%123CommonNONE
03753U106APLSUSDApellis$25,1200.02%1,000CommonNONE
33739Q705KNGFirst TR Exchange Traded FD IV FT Vest S&P 500 Dividend Aristocrats Target Income ETF$24,5750.02%500CommonNONE
235851102DHRDanaher Corporation$24,0370.02%105CommonNONE
88579Y101MMM3M Co$24,0150.02%150CommonNONE
871829107SYYSysco Corp$22,8440.01%310CommonNONE
848560306SPIRSpire Global Inc Class A Common Stock$22,5000.01%3,000CommonNONE
097023105BABoeing Co Com$21,7120.01%100CommonNONE
78464A854SPYMSPDR Portfolio S&P (500 Etf)$21,6520.01%270CommonNONE
42226K105HRHealthcare RLTY TR$21,6460.01%1,277CommonNONE
742718109PGProcter & Gamble$21,4700.01%150CommonNONE
21036P108STZConstellation Brands Inc CL A$20,6940.01%150CommonNONE
46432F842IEFAiShares Trust Core (msci EAFE Etf)$20,2180.01%226CommonNONE
494368103KMBKimberly-Clark Corp$20,1780.01%200CommonNONE
922908637VVVanguard Large-Cap (index Fund)$20,1470.01%64CommonNONE
83406F102SOFISofi Technologies$19,6350.01%750CommonNONE
126408103CSXCSX Corporation Com$18,8530.01%520CommonNONE
46434V290SMLFiShares U.S. Small (cap Equity Factor Etf)$18,7440.01%250CommonNONE
92686J106VKTXViking Therapeutics$17,5900.01%500CommonNONE
65339F101NEENextera Energy Inc$17,2690.01%215CommonNONE
126650100CVSCVS Health$16,6660.01%210CommonNONE
92343V104VZVerizon$16,2920.01%400CommonNONE
45783Y426IDECInnovator Etfs Trust (international De)$15,8880.01%492CommonNONE
804395101BFSSaul Centers Inc$15,7650.01%500CommonNONE
74144T108TROWPrice T Rowe Group Inc$15,3570.01%150CommonNONE
69608A108PLTRPalantir$15,2870.01%86CommonNONE
05964H105SANBanco Santander S.A.$14,8390.01%1,265CommonNONE
64110L106NFLXNetflix Inc$13,8200.01%147CommonNONE
46434G103IEMGiShares Inc Core (msci Emerging MKTS Etf)$13,7510.01%205CommonNONE
185634201CLNNClene Inc$12,9430.01%2,205CommonNONE
595017104MCHPMicrochip Technology Inc$12,7440.01%200CommonNONE
46284V101IRMIron Mountain Inc$12,5370.01%151CommonNONE
464287804IJRiShares Core S&P (small-Cap E)$12,5110.01%104CommonNONE
42824C109HPEHewlett Packard$12,0100.01%500CommonNONE
922042874VGKVanguard Intl Equity (index FDS FTSE Europe Etf)$10,2000.01%122CommonNONE
464288679SHViShares Short Treasury Bond ETF$10,1730.01%92CommonNONE
G5960L103MDTMedtronic PLC$9,6060.01%100CommonNONE
45784N833KDECInnovator Etfs Trust (us Small Cap PWR)$9,4760.01%371CommonNONE
922042866VPLVanguard Intl Equity (index FDS FTSE Pacific Etf)$9,1300.01%101CommonNONE
922042858VWOVanguard Intl Equity (index FDS FTSE Emr MKT Etf)$8,5480.01%159CommonNONE
25401T603DBRGDigitalbridge Group$7,7310.00%504CommonNONE
14040H105COFCapital One$7,5980.00%31CommonNONE
464287432TLTiShares 20 Year Treasury Bond ETF$7,5020.00%86CommonNONE
854502101SWKStanley Black &$7,4280.00%100CommonNONE
04335A105ARVNArvinas Inc Com$6,8430.00%577CommonNONE
808524508SCHMSchwab Strategic TR (us Mid-Cap Etf)$6,5890.00%219CommonNONE
03831W108APPApplovin Corp Com CL$6,3950.00%9CommonNONE
78468R853SPSMSPDR Portfolio S&P (600 Small Cap Etf)$6,1280.00%131CommonNONE
36828A101GEVGE Vernova Inc Com$6,1040.00%9CommonNONE
929740108WABWabtec Corp Com$5,5500.00%26CommonNONE
95040Q104WELLWelltower Inc Com$5,4030.00%29CommonNONE
78464A847SPMDSPDR Portfolio S&P (400 Mid Cap Etf)$5,2490.00%91CommonNONE
91823B109UWMCUwm Holdings$4,3800.00%1,000CommonNONE
595112103MUMicron Technology$4,2810.00%15CommonNONE
46432F834IXUSiShares TR Core MSCI (total)$4,1160.00%49CommonNONE
464287457SHYiShares Trust 1-3 (year Treasury Bond Etf)$4,0250.00%49CommonNONE
60770K107MRNAModerna Inc Com$4,0110.00%136CommonNONE
464287242LQDiShares iBoxx $ (investment Grade Corporate Bond Etf)$3,9900.00%36CommonNONE
91324P952UNHPut UNH @ $270.0 Exp Feb 20, 2026$3,9000.00%3,000PUTNONE
83304A106SNAPSnap Inc CL A$3,8900.00%482CommonNONE
032095101APHAmphenol Corp Class$3,7530.00%28CommonNONE
617700109MORNMorningstar Inc$3,4770.00%16CommonNONE
69318G106PBFPBF Energy Inc Com$3,1710.00%117CommonNONE
30231G102XOMExxonMobil$3,1660.00%26CommonNONE
78462F953SPYPut SPY @ $500.0 Exp Jun 18, 2026$3,0100.00%1,000PUTNONE
67066G954NVDAPut NVDA @ $140.0 Exp Mar 20, 2026$2,9600.00%1,600PUTNONE
478160104JNJJohnson &johnson Com$2,9160.00%14CommonNONE
00287Y109ABBVAbbvie Inc Com$2,7420.00%12CommonNONE
292765104EPACEnerpac Tool Group$2,2180.00%58CommonNONE
58933Y105MRKMerck &co. Inc Com$2,1050.00%20CommonNONE
461202103INTUIntuit Inc$1,9870.00%3CommonNONE
443201108HWMHowmet Aerospace Inc$1,9290.00%9CommonNONE
883556102TMOThermo Fisher$1,7380.00%3CommonNONE
87165B103SYFSynchrony Financial$1,6690.00%20CommonNONE
127387108CDNSCadence Design$1,5630.00%5CommonNONE
68389X105ORCLOracle Corp$1,5590.00%8CommonNONE
949746101WMT2Wells Fargo Co New$1,4050.00%15CommonNONE
464287507IJHiShares S&P Midcap (400 Index Fund)$1,4020.00%21CommonNONE
67103H107ORLYOreilly Automotive$1,3680.00%15CommonNONE
219350105GLWCorning Inc$1,3170.00%15CommonNONE
G29183103ETNEaton Corp PLC Com$1,2740.00%4CommonNONE
369604301GEGeneral Electric Co$1,2570.00%4CommonNONE
375558103GILDGilead Sciences Inc$1,2270.00%10CommonNONE
37045V100GMGeneral MTRS Co Com$1,2200.00%15CommonNONE
482480100KLACKla Corp Com New$1,2180.00%1CommonNONE
G51502105JCIJohnson Controls$1,1980.00%10CommonNONE
464288687PFFiShares Preferred And Income Securities ETF$1,1840.00%38CommonNONE
745867101PHMPulte Group Inc Com$1,1730.00%10CommonNONE
172967424CCitigroup Inc$1,1670.00%10CommonNONE
17275R102CSCOCisco Systems$1,1550.00%15CommonNONE
43300A203HLTHilton Worldwide$1,1490.00%4CommonNONE
46120E602ISRGIntuitive Surgical$1,1330.00%2CommonNONE
770700102HOODRobinhood MKTS Inc$1,1310.00%10CommonNONE
34379V103FLNCFluence Energy Inc$1,0880.00%55CommonNONE
880779103TEXTerex Corp$1,0710.00%20CommonNONE
09290D101BLKBlackRock Inc Com$1,0700.00%1CommonNONE
615369105MCOMoodys Corp Com$1,0240.00%2CommonNONE
808513105SCHWSchwab Charles Corp$1,0020.00%10CommonNONE
651639106NEMNewmont Corp Com$1,0010.00%10CommonNONE
031162100AMGNAmgen Inc$9890.00%3CommonNONE
18915M107NETCloudflare Inc CL A$9860.00%5CommonNONE
452308109ITWIllinois Tool Works$9850.00%4CommonNONE
631103108NDAQNasdaq Inc$9710.00%10CommonNONE
880770102TERTeradyne Inc Com$9680.00%5CommonNONE
02079K955GOOGLPut GOOG @ $230.0 Exp Feb 20, 2026$9500.00%1,900PUTNONE
146229109CRICarters Inc Com$9400.00%29CommonNONE
609839105MPWRMonolithic Power$9060.00%1CommonNONE
052769106ADSKAutodesk Inc$8880.00%3CommonNONE
617446448MSMorgan Stanley Com$8880.00%5CommonNONE
701094104PHParker-Hannifin Corp$8810.00%1CommonNONE
512807306LRCXLam Research Corp$8560.00%5CommonNONE
74762E102QUREQuanta Services Com$8440.00%2CommonNONE
58155Q103MCKMckesson Corp$8200.00%1CommonNONE
56585A102MPCMarathon Petroleum$8170.00%5CommonNONE
911363109URIUnited Rentals Inc$8110.00%1CommonNONE
92537N108VRTVertiv Holdings Co$8100.00%5CommonNONE
55306N104MKSIMKS Instrs Inc Com$8000.00%5CommonNONE
683344105ONTOOnto Innovation Inc$7890.00%5CommonNONE
H17182108CRSPCrispr Therapeutics$7870.00%15CommonNONE
29357K103ENVAEnova International$7860.00%5CommonNONE
75886F107REGNRegeneron$7730.00%1CommonNONE
45841N107IBKRInteractive Brokers$7730.00%12CommonNONE
891160509TDToronto Dominion$7540.00%8CommonNONE
03769M106APOApollo Global MGMT$7270.00%5CommonNONE
G25457105CRDOCredo Technology$7190.00%5CommonNONE
538034109LYVLive Nation$7130.00%5CommonNONE
21037T109CEGConstellation Energy$7070.00%2CommonNONE
416515104HIGThe Hartford$6890.00%5CommonNONE
05722G100BKRBaker Hughes Company$6830.00%15CommonNONE
29977A105EVREvercore Inc Class A$6820.00%2CommonNONE
03073E105CORCencora Inc Com$6770.00%2CommonNONE
45168D104IDXXIdexx Laboratories$6770.00%1CommonNONE
G66721104NCLHNorwegian Cruise$6700.00%30CommonNONE
291011104EMREmerson Electric Co$6660.00%5CommonNONE
256677105DGDollar Gen Corp New$6640.00%5CommonNONE
833445109SNOWSnowflake Inc CL A$6580.00%3CommonNONE
452327109ILMNIllumina Inc Com$6560.00%5CommonNONE
040413205ANETArista Networks Inc$6550.00%5CommonNONE
018802108LNTAlliant Energy Corp$6500.00%10CommonNONE
754730109RJFRaymond James Finl$6420.00%4CommonNONE
24703L202DELLDell Technologies$6290.00%5CommonNONE
G25508105CRHCRH Ord Eur 0.32$6260.00%5CommonNONE
493267108KEYKeycorp Com$6250.00%30CommonNONE
020002101ALLAllstate Corp Com$6240.00%3CommonNONE
573284106MLMMartin Marietta$6230.00%1CommonNONE
256746108DLTRDollar Tree Inc$6150.00%5CommonNONE
741511109PSMTPricesmart Inc$6130.00%5CommonNONE
969457100WMBWilliams Cos Inc Com$6010.00%10CommonNONE
14316J108CGCarlyle Group Inc$5950.00%10CommonNONE
26441C204DUKDuke Energy Corp New$5910.00%5CommonNONE
502431109LHXL3harris$5900.00%2CommonNONE
025537101AEPAmerican Elec PWR Co$5810.00%5CommonNONE
89417E109TRVTravelers Companies$5800.00%2CommonNONE
666807102NOCNorthrop Grumman$5720.00%1CommonNONE
05464C101AXONAxon Enterprise Inc$5680.00%1CommonNONE
910047109UALUnited Airls HLDGS$5590.00%5CommonNONE
V7780T103RCLRoyal Caribbean$5580.00%2CommonNONE
001055102AFLAflac Inc Com$5540.00%5CommonNONE
147528103CASYCaseys General$5530.00%1CommonNONE
231561101CWCurtiss-Wright Corp$5510.00%1CommonNONE
25179M103DVNDevon Energy Corp$5490.00%15CommonNONE
12572Q105CMECme Group Inc Com$5460.00%2CommonNONE
77543R102ROKURoku Inc Com CL A$5420.00%5CommonNONE
540424108LLoews Corp Com$5270.00%5CommonNONE
874054109TTWOTake-Two Interactive$5120.00%2CommonNONE
40131M109GHGuardant Health Inc$5110.00%5CommonNONE
422806208HEI/AHeico Corp New CL A$5050.00%2CommonNONE
92338C103VLTOVeralto Corporation Common Stock$4990.00%5CommonNONE
45337C102INCYIncyte Corp$4940.00%5CommonNONE
531229755FWONKLiberty Media Corp$4930.00%5CommonNONE
40412C101HCAHca Healthcare Inc$4670.00%1CommonNONE
253868103DLRDigital Realty Trust Inc$4640.00%3CommonNONE
44812J104HUTHut 8 Corp Com$4590.00%10CommonNONE
98980G102ZSZscaler Inc Com$4500.00%2CommonNONE
74251V102PFGPrincipal Financial$4410.00%5CommonNONE
816851109SRESempra Com$4410.00%5CommonNONE
883203101TXTTextron Inc$4360.00%5CommonNONE
573874104MRVLMarvell Technology$4250.00%5CommonNONE
406216101HALHalliburton Co Com$4240.00%15CommonNONE
60937P106MDBMongodb Inc CL A$4200.00%1CommonNONE
800677106SGMOSangamo Therapeutics$4200.00%1,000CommonNONE
87256C101TKOTko Group Holdings$4180.00%2CommonNONE
530909308LLYVKLiberty Live$4160.00%5CommonNONE
418056107HASHasbro Inc Com$4140.00%5CommonNONE
15135B101CNCCentene Corp$4120.00%10CommonNONE
674599105OXYOccidental Pete Corp$4110.00%10CommonNONE
36266G107GEHCGE Healthcare$4100.00%5CommonNONE
285512109EAElectronic Arts Inc$4090.00%2CommonNONE
500255104KSSKohls Corp Com$4080.00%20CommonNONE
02043Q107ALNYAlnylam$3980.00%1CommonNONE
83444M101SOLVSolventum Corporation Common Stock$3960.00%5CommonNONE
G65163100JOBYJoby Aviation Inc$3960.00%30CommonNONE
44951W106IESCIes HLDGS Inc Com$3890.00%1CommonNONE
61174X109MNSTMonster Beverage$3830.00%5CommonNONE
50077B207KTOSKratos Defense And$3800.00%5CommonNONE
N14506104ESTCElastic N V Com$3770.00%5CommonNONE
816850101SMTCSemtech Corp$3680.00%5CommonNONE
74767V109QSQuantumscape Corp$3650.00%35CommonNONE
05370A108RNAGBPAvidity Biosciences$3610.00%5CommonNONE
969904101WSMWilliams-Sonoma Inc$3570.00%2CommonNONE
751212101RLRalph Lauren Corp$3540.00%1CommonNONE
084423102WRBBerkley W R Corp Com$3510.00%5CommonNONE
97785W106WOLFWolfspeed Inc Common$3480.00%20CommonNONE
247361702DALDelta Air Lines Inc$3470.00%5CommonNONE
28414H103ELANElanco Animal Health$3390.00%15CommonNONE
858119100STLDSteel Dynamics Inc$3390.00%2CommonNONE
049560105ATOAtmos Energy Corp$3370.00%2CommonNONE
739128106POWLPowell Industries$3190.00%1CommonNONE
143658300CCL1EURCarnival Corp Com$3050.00%10CommonNONE
980745103WWDWoodward Inc Com$3030.00%1CommonNONE
07373V105BEAMBeam Therapeutics$2770.00%10CommonNONE
7591EP100RFRegions Financial$2710.00%10CommonNONE
26884L109EQTEQT Corp Com$2680.00%5CommonNONE
013872106AAAlcoa Corp Com$2660.00%5CommonNONE
718546104PSXPhillips 66 Com$2600.00%2CommonNONE
767292105RIOTRiot Platforms Inc$2530.00%20CommonNONE
03168L105AMRXAmneal$2520.00%20CommonNONE
G6683N103NUNu Holdings LTD$2510.00%15CommonNONE
03743Q108APAApa Corporation Com$2450.00%10CommonNONE
95082P105WCCWesco International$2450.00%1CommonNONE
00650F109ADPTAdaptive$2440.00%15CommonNONE
55955D100MGNIMagnite Inc Com$2430.00%15CommonNONE
98422E103XERSXeris Biopharma$2360.00%30CommonNONE
632307104NTRANatera Inc Com$2290.00%1CommonNONE
099724106BWABorg Warner Inc Com$2260.00%5CommonNONE
G87110105FTITechnipfmc PLC Usd1$2230.00%5CommonNONE
G85158106STNEStoneco LTD Com$2220.00%15CommonNONE
81211K100SDASealed Air Corp$2070.00%5CommonNONE
18452B209CLSKCleanspark Inc Com$2020.00%20CommonNONE
525327102LDOSLeidos Holdings Inc$1800.00%1CommonNONE
03782L101APPNAppian Corp CL A$1770.00%5CommonNONE
24823R105DNLIDenali Therapeutics$1650.00%10CommonNONE
92840M102VSTVistra Corp Com$1610.00%1CommonNONE
146869102CVNACarvana Co CL A$760.00%0CommonSOLE
683712103OPENOpendoor$760.00%13CommonNONE
67421J207OTLYOatly Group Ab Spon$210.00%2CommonNONE

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.