MondegarAI
STUDIO INVESTMENT MANAGEMENT LLC

Q1 2025 · 13F-HR

STUDIO INVESTMENT MANAGEMENT LLCholdings as filed

Filed 2025-05-14 · accession 0001893893-25-000003

$483.8M
Reported value
320
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922020805VTIPVanguard Short-Term Inflation-Protected ETF$74.0M15.3%1,482,650CommonNONE
921908844VIGVanguard Dividend Appreciation ETF$28.0M5.79%144,441CommonNONE
922908744VTVVanguard Value ETF$28.0M5.78%161,887CommonNONE
922908611VBRVanguard Small-Cap Value ETF$18.6M3.84%99,747CommonNONE
25434V799DFICDFA International Core Equity 2 ETF$16.4M3.39%590,521CommonNONE
084670702BRK/BBerkshire Hathaway Inc Class B$15.8M3.27%29,700CommonNONE
808524755FNDFSchwab Fundamental Intl Lg Co ETF$14.6M3.02%404,504CommonNONE
92206C102VGSHVanguard Short-Term Treasury ETF$11.0M2.27%187,502CommonNONE
25434V864DFSDDIMENSIONAL SHRT DRT FXD INCM ETF$10.6M2.18%222,279CommonNONE
92206C409VCSHVanguard Short-Term Corporate Bond ETF$9.8M2.03%124,100CommonNONE
594918104MSFTMicrosoft Corp$8.3M1.73%22,236CommonNONE
02079K305GOOGLAlphabet Inc Class A$8.2M1.70%53,220CommonNONE
037833100AAPLApple Inc$8.1M1.68%36,602CommonNONE
46436E718SGOViShares 0 to 3 Month Treasury Bond ETF$7.2M1.48%71,072CommonNONE
742718109PGProcter & Gamble$7.0M1.45%41,216CommonNONE
369550108GDGeneral Dynamics Corp$6.7M1.38%24,561CommonNONE
65339F101NEENextera Energy Inc$6.4M1.33%90,505CommonNONE
25434V732DFEMDFA Emerging Market Core Equity 2 ETF$5.9M1.23%224,541CommonNONE
921946810VIGIVanguard Intl Div Apprec ETF$5.8M1.20%69,866CommonNONE
46625H100JPMJpmorgan Chase & Co$5.5M1.13%22,245CommonNONE
478160104JNJJohnson & Johnson$5.2M1.07%31,079CommonNONE
75513E101RTXRaytheon Technologies Ord$4.9M1.01%36,858CommonNONE
46137V274RSPUInvesco S&P 500 Equal Weight Utilts ETF$4.8M0.98%68,329CommonNONE
922042742VTVanguard Total World Stock ETF$4.6M0.96%40,005CommonNONE
149123101CATCaterpillar Inc$4.5M0.93%13,671CommonNONE
438516106HONHoneywell International Inc$4.5M0.92%21,130CommonNONE
922908769VTIVanguard Total Stock Market ETF$4.4M0.91%16,049CommonNONE
25434V666DFLVDFA US Large Cap Value ETF$4.3M0.89%141,075CommonNONE
14020Y102CGCPCapital Group Core Plus Income ETF$4.3M0.88%189,719CommonNONE
17275R102CSCOCisco Systems Inc$4.2M0.88%68,763CommonNONE
58933Y105MRKMerck & Co Inc New$3.9M0.81%43,059CommonNONE
91324P102UNHUnitedhealth Group Inc$3.8M0.79%7,262CommonNONE
370334104GISGeneral Mills Inc$3.8M0.78%62,962CommonNONE
031162100AMGNAmgen Incorporated$3.7M0.76%11,823CommonNONE
25434V609DFATDFA US Targeted Value ETF$3.6M0.74%69,256CommonNONE
166764100CVXChevron Corporation$3.4M0.70%20,313CommonNONE
452308109ITWIllinois Tool Works Inc$3.3M0.68%13,274CommonNONE
11135F101AVGOBroadcom Inc Com$3.2M0.66%18,966CommonNONE
23331A109DHID.R. Horton Inc$3.0M0.62%23,555CommonNONE
09290D101BLKBlackrock Inc$2.9M0.60%3,065CommonNONE
018802108LNTAlliant Energy Corp$2.8M0.57%43,192CommonNONE
713448108PEPPepsico Incorporated$2.6M0.55%17,662CommonNONE
254687106DISWalt Disney Co$2.5M0.52%25,501CommonNONE
060505104BACBank Of America Corp$2.4M0.49%56,763CommonNONE
244199105DEDeere & Co$2.4M0.49%5,028CommonNONE
023135106AMZNAmazon Com Inc$2.3M0.48%12,247CommonNONE
907818108UNPUnion Pacific Corp$2.3M0.47%9,684CommonNONE
22052L104CTVACorteva Inc com$2.3M0.47%36,202CommonNONE
666807102NOCNorthrop Grumman Corp$2.1M0.43%4,108CommonNONE
98956P102ZBHZimmer Biomet Hldgs$2.1M0.43%18,172CommonNONE
075887109BDXBecton Dickinson and Co$2.0M0.42%8,934CommonNONE
464288661IEIiShares 3-7 Year Treasury Bond ETF$2.0M0.41%16,690CommonNONE
921932778VIOVVanguard S&P Small-Cap 600 Value ETF$1.9M0.39%22,631CommonNONE
78468R523BILSSPDR Bloomberg Barclays 3 to 12 Month TBill ETF$1.8M0.37%18,110CommonNONE
921932794VIOGVanguard S&P Small-Cap 600 Growth ETF$1.8M0.37%16,809CommonNONE
G51502105JCIJohnson Controls Inc$1.6M0.32%19,436CommonNONE
427866108HSYThe Hershey Co$1.5M0.32%9,033CommonNONE
902973304USBU S Bancorp Del New$1.5M0.32%36,049CommonNONE
92206C730VONEVanguard Russell 1000 ETF$1.4M0.29%5,470CommonNONE
78468R739SHMSPDR Nuveen Barclays Short Term Muni Bond ETF$1.2M0.25%25,555CommonNONE
12541W209CHRWC H Robinson Worldwide Inc$1.2M0.25%11,806CommonNONE
78464A334BWZSPDR Blmbg ST Intrn TrsBd ETF$1.2M0.24%44,857CommonNONE
33939L787GQREFlexShares Glbl Quality Real Estate ETF$1.2M0.24%20,318CommonNONE
922042858VWOVanguard FTSE Emerging Markets ETF$1.2M0.24%25,877CommonNONE
126408103CSXCSX Corp$1.1M0.24%39,067CommonNONE
33939L407GUNRFlexShares Mstar Glbl Upstrm Nat Res ETF$1.1M0.24%29,361CommonNONE
921937819BIVVanguard Intermediate-Term Bond ETF$1.1M0.23%14,554CommonNONE
46138E735PDNInvesco FTSE RAFI Dev Mkts ex-US S/M ETF$1.1M0.23%33,146CommonNONE
127190304CACICACI International Inc$1.1M0.22%2,892CommonNONE
30231G102XOMExxon Mobil Corporation$1.0M0.22%8,827CommonNONE
87283Q404TDVGT. Rowe Price Dividend Growth ETF$1.0M0.22%25,902CommonNONE
87283Q867TCAFT ROWE PRICE CPTL APRCTN EQT ETF$1.0M0.21%32,061CommonNONE
G5960L103MDTMedtronic Inc$1.0M0.21%11,347CommonNONE
90139K100QLTYGMO U S QUALITY ETF$1.0M0.21%32,762CommonNONE
464288158SUBiShares Short-Term National Muni Bond ETF$974,4770.20%9,228CommonNONE
704326107PAYXPaychex Inc$969,3410.20%6,283CommonNONE
278865100ECLEcolab Inc$933,3230.19%3,672CommonNONE
949746101WMT2Wells Fargo & Co New$910,5840.19%12,684CommonNONE
548661107LOWLowes Companies Inc$894,4370.18%3,835CommonNONE
001055102AFLAflac Inc$823,9180.17%7,410CommonNONE
46641Q332JEPIJPMorgan Equity Premium Income ETF$823,6730.17%14,415CommonNONE
29250N105ENBEnbridge Inc Com$814,5060.17%18,382CommonNONE
808524854SCHRSchwab Intermediate-Term US Trs ETF$792,4130.16%31,875CommonNONE
922907746VTEBVanguard Tax-Exempt Bond ETF$782,0110.16%15,760CommonNONE
681919106OMCOmnicom Group Inc$761,7240.16%9,111CommonNONE
115236101BROBrown & Brown Inc$747,8930.15%6,012CommonNONE
446413106HIIHuntington Ingalls$747,8070.15%3,665CommonNONE
009158106APDAir Products & Chemicals Inc$745,2630.15%2,527CommonNONE
189054109CLXClorox$733,3050.15%4,980CommonNONE
26441C204DUKDuke Energy Corp New$707,1820.15%5,798CommonNONE
02079K107GOOGAlphabet Inc Class C$702,8790.15%4,499CommonNONE
G87052109TELTe Connectivity Ltd$700,8060.14%4,959CommonNONE
922908637VVVanguard Large-Cap ETF$677,7880.14%2,637CommonNONE
911312106UPSUnited Parcel Srvc$674,4590.14%6,132CommonNONE
665859104NTRSNorthern Trust Corp$670,8580.14%6,744CommonNONE
25434V591DUSBDIMENSNL ULTRASHRT FIXED INCM ETF$665,1210.14%13,111CommonNONE
68389X105ORCLOracle Corporation$663,9580.14%4,749CommonNONE
136385101CNQCanadian Natural Resources Ltd$661,8310.14%21,207CommonNONE
00724F101ADBEAdobe Systems Inc$655,0690.14%1,708CommonNONE
30303M102METAMeta Platforms Inc Class A$653,5920.14%1,134CommonNONE
92826C839VVisa Inc Cl A$652,9070.13%1,863CommonNONE
002824100ABTAbbott Laboratories$646,6690.13%4,875CommonNONE
441593100HLIHoulihan Lokey Inc$637,1180.13%3,945CommonNONE
808524771FNDXSchwab Fundamental US Large Company ETF$623,2570.13%26,398CommonNONE
717081103PFEPfizer Incorporated$620,9310.13%24,504CommonNONE
25434V807DFIVDIMENSIONAL INTERNATIONAL VAL ETF$618,1880.13%15,706CommonNONE
12504L109CBRECBRE Group Inc$598,9720.12%4,580CommonNONE
595017104MCHPMicrochip Technology$557,7320.12%11,521CommonNONE
464287465EFAiShares MSCI EAFE ETF$556,8260.12%6,813CommonNONE
860630102SFStifel Financial Corp$551,1380.11%5,847CommonNONE
464287804IJRiShares Core S&P Small-Cap ETF$536,5490.11%5,131CommonNONE
217204106CPRTCopart Inc$516,5540.11%9,128CommonNONE
38141G104GSGoldman Sachs Group Inc$506,9570.10%928CommonNONE
87612E106TGTTarget Corporation$497,5880.10%4,768CommonNONE
808524862SCHOSchwab Short-Term US Treasury ETF$497,4120.10%20,436CommonNONE
46432F859ISTBiShares Core 1-5 Year USD Bond ETF$495,8290.10%10,255CommonNONE
501889208LKQLKQ Corp$484,9130.10%11,399CommonNONE
302130109EXPDExpeditors International of Washington Inc$484,2470.10%4,027CommonNONE
064058100BKBank Of New York Mellon Co$483,6780.10%5,767CommonNONE
596278101MIDDThe Middleby Corp$481,7770.10%3,170CommonNONE
45841N107IBKRInteractive Brokers Group Inc$481,5360.10%2,908CommonNONE
G1151C101ACNAccenture Plc$467,4360.10%1,498CommonNONE
25434V203DFAIDIMENSIONAL INTERN CORE EQT MKT ETF$465,0460.10%14,891CommonNONE
874054109TTWOTake-Two Interactive Software Inc$446,0020.09%2,152CommonNONE
989207105ZBRAZebra Technologies$443,9020.09%1,571CommonNONE
641069406NSRGYNestle SA (ADR)$429,6690.09%4,247CommonNONE
H42097107UBSUBS Group AG$410,1360.08%13,390CommonNONE
45765U103NSITInsight Enterprises Inc$407,9730.08%2,720CommonNONE
038222105AMATApplied Materials Inc$401,9820.08%2,770CommonNONE
41151J885OSEAHARBOR INTERNATIONAL CMPNDRS ETF$395,0540.08%14,888CommonNONE
570535104MKLMarkel Group Inc$385,1400.08%206CommonNONE
922908363VOOVanguard 500 ETF$382,8630.08%745CommonNONE
680033107ONBOld National Bancorp$374,6600.08%17,681CommonNONE
502441306LVMUYLVMH Moet Hennessy Louis Vuitton SE$370,2470.08%2,989CommonNONE
537008104LFUSLittelfuse Inc$365,9360.08%1,860CommonNONE
12514G108CDWCDW Corp$357,7000.07%2,232CommonNONE
34959J108FTVFortive Corp Com$352,5810.07%4,818CommonNONE
808524797SCHDSchwab US Dividend Equity ETF$347,7940.07%12,439CommonNONE
806407102HSICHenry Schein Inc$343,4770.07%5,015CommonNONE
883556102TMOThermo Fisher Scientific Inc$343,1690.07%689CommonNONE
235851102DHRDanaher Corp$329,7420.07%1,606CommonNONE
285512109EAElectronic Arts Inc$329,6500.07%2,281CommonNONE
539830109LMTLockheed Martin Corp$328,7790.07%736CommonNONE
655663102NDSNNordson Corp$319,2720.07%1,577CommonNONE
042735100ARWArrow Electronics$316,7850.07%3,051CommonNONE
461202103INTUIntuit Inc$314,3630.06%512CommonNONE
14040H105COFCapital One Financial Corp$311,9820.06%1,740CommonNONE
883203101TXTTextron Incorporated$311,4750.06%4,309CommonNONE
88579Y101MMM3M Company$311,1960.06%2,119CommonNONE
808513105SCHWCharles Schwab Corp$310,1450.06%3,962CommonNONE
21037X100CNSWFConstellation Software Inc$291,5610.06%92CommonNONE
620076307MSIMotorola Solutions Inc$278,7100.06%635CommonNONE
832696405SJMJ M Smucker Co$278,6190.06%2,353CommonNONE
515098101LSTRLandstar System Inc$263,1500.05%1,752CommonNONE
855244109SBUXStarbucks Corp$257,0940.05%2,621CommonNONE
21036P108STZConstellation Brand$242,4300.05%1,321CommonNONE
64110L106NFLXNetflix Inc$236,8630.05%254CommonNONE
844741108LUVSouthwest Airlines$231,6830.05%6,862CommonNONE
423012301HEINYHeineken NV$231,3540.05%5,676CommonNONE
78463V107GLDSPDR Gold Shares$227,6310.05%790CommonNONE
871829107SYYSysco Corporation$224,8950.05%2,997CommonNONE
580135101MCDMc Donalds Corp$219,2840.05%702CommonNONE
257651109DCIDonaldson Co Inc$214,9270.04%3,205CommonNONE
46090E103QQQInvesco QQQ Trust ETF$214,1600.04%456CommonNONE
25434V781DISVDIMENSIONAL INTERN SMALL CAP VL ETF$211,2950.04%7,256CommonNONE
459506101IFFInternational Flavors & Fragrances Inc$207,6100.04%2,662CommonNONE
00751Y106AAPAdvance Auto Parts$200,0100.04%5,101CommonNONE
20030N101CMCSAComcast Corp New Cl A$191,8800.04%5,200CommonNONE
45167R104IEXIdex Corp$189,6570.04%1,048CommonNONE
291011104EMREmerson Electric Co$184,7430.04%1,685CommonNONE
879360105TDYTeledyne Technologies Inc$182,6600.04%367CommonNONE
146869102CVNACarvana Co$180,2270.04%862CommonNONE
46982L108JJacobs Solutions Inc$178,4340.04%1,476CommonNONE
099502106BAHBooz Allen Hamilton$176,7400.04%1,690CommonNONE
445658107JBHTJB Hunt Transport Services Inc$175,6170.04%1,187CommonNONE
922475108VEEVVeeva Systems Inc$148,4750.03%641CommonNONE
92189F106GDXMarket Vectors Gold Miners ETF$134,6000.03%2,928CommonNONE
063671101BMOBank Montreal Que Com$132,2810.03%1,385CommonNONE
458140100INTCIntel Corp$128,4700.03%5,657CommonNONE
464288646IGSBiShares Barclays 1-3 Year Credit Bond ETF$123,0700.03%2,350CommonNONE
319383204BUSEFirst Busey Corp$112,9030.02%5,227CommonNONE
46432F339QUALiShares MSCI USA Quality Factor ETF$108,1730.02%633CommonNONE
256677105DGDollar General Corp$104,6370.02%1,190CommonNONE
371901109GNTXGentex Corp$103,5220.02%4,443CommonNONE
099724106BWABorg Warner Inc$101,6220.02%3,547CommonNONE
98850P109YUMCYum China Holdings I$95,7380.02%1,839CommonNONE
464287507IJHiShares Trust S&P Midcap$90,0340.02%1,543CommonNONE
413216300HMYHarmony Gold Mining Co Ltd$88,6200.02%6,000CommonNONE
38059T106GFIGold Fields Ltd$88,3600.02%4,000CommonNONE
902494103TSNTyson Foods Inc Class A$87,1010.02%1,365CommonNONE
651639106NEMNewmont Mining Corp$79,1310.02%1,639CommonNONE
697900108PAASPan American Silver Corp$77,4900.02%3,000CommonNONE
25434V815DFSVDIMENSIONAL US SMALL CAP VALU ETF$71,1910.01%2,529CommonNONE
81369Y506XLEEnergy Select Sector SPDR ETF$70,7420.01%757CommonNONE
718172109PMPhilip Morris Intl Inc$69,6150.01%435CommonNONE
78462F103SPYSPDR S&P 500 Trust ETF$67,8910.01%121CommonNONE
922908751VBVanguard Small-Cap ETF$67,4120.01%304CommonNONE
79466L302CRMSalesforce, Inc.$66,2850.01%247CommonNONE
94106L109WMWaste Management Inc Del$65,9800.01%285CommonNONE
191216100KOCoca Cola Company$64,0340.01%886CommonNONE
689648103OTTROtter Tail Corp$54,6520.01%680CommonNONE
863667101SYKStryker Corp$54,0980.01%145CommonNONE
15135B101CNCCentene Corp$52,1500.01%859CommonNONE
808524508SCHMSchwab US Mid-Cap ETF$48,9770.01%1,869CommonNONE
989817101ZUMZZumiez Inc$48,4520.01%3,254CommonNONE
143130102KMXCarMax Inc$48,3880.01%621CommonNONE
808524607SCHASchwab US Small-Cap ETF$45,5620.01%1,945CommonNONE
600544100MLKNMillerKnoll Inc$44,7090.01%2,314CommonNONE
98149E303GLDMSPDR Gold MiniShares$43,3230.01%700CommonNONE
81282V100PRKSUnited Parks & Resorts Inc$43,3230.01%953CommonNONE
418056107HASHasbro Inc$42,6740.01%694CommonNONE
56117J100MBUUMalibu Boats Inc$42,1240.01%1,373CommonNONE
21037T109CEGCONSTELLATION ENERGY ORD$38,1080.01%189CommonNONE
59156R108METMetlife Inc$36,4520.01%454CommonNONE
784730103SSRMSsr Mng Inc$35,0850.01%3,500CommonNONE
81369Y803XLKSSGA Technology Select Sector SPDR ETF$34,6890.01%168CommonNONE
09857L108BKNGBooking Holdings Inc$32,2480.01%7CommonNONE
369604301GEGeneral Electric Company$31,6810.01%158CommonNONE
110122108BMYBristol-Myers Squibb Company$30,4950.01%500CommonNONE
464287598IWDiShares Russell 1000 Value ETF$30,4820.01%162CommonNONE
067901108ABXBarrick Gold Corp$29,1600.01%1,500CommonNONE
22160K105COSTCostco Wholesale Corp$27,4280.01%29CommonNONE
72201R833MINTPIMCO Enhanced Short Maturity Active ETF$26,9660.01%268CommonNONE
19260Q107COINCoinbase Global Class A ORD$26,5230.01%154CommonNONE
00287Y109ABBVAbbvie Inc$26,1900.01%125CommonNONE
02209S103MOAltria Group Inc$25,7590.01%422CommonNONE
464287846IYYiShares Dow Jones U.S. ETF$24,9090.01%183CommonNONE
126650100CVSC V S Caremark Corp$24,6610.01%364CommonNONE
49177J102KVUEKenvue$23,6920.00%988CommonNONE
46432F834IXUSiShares Core MSCI Total Intl. Stk. ETF$23,6840.00%339CommonNONE
808524102SCHBSchwab US Broad Market ETF$23,5110.00%1,092CommonNONE
67066G104NVDANVIDIA Corp$21,6820.00%200CommonNONE
744320102PRUPrudential Financial Inc$21,5540.00%193CommonNONE
921909768VXUSVanguard Total International Stock ETF$19,8720.00%320CommonNONE
88160R101TSLATesla Motors Inc$19,4370.00%75CommonNONE
57636Q104MAMastercard Inc A$19,1840.00%35CommonNONE
008474108AEMAgnico Eagle Mines Ltd$18,6470.00%172CommonNONE
35138V102FOXFFox Factory Holding Corp$18,2290.00%781CommonNONE
42250P103DOCHealthpeak Properties Inc.$17,7730.00%879CommonNONE
25434V708DFACDimensional US Core Equity 2 ETF$17,7490.00%538CommonNONE
464287234EEMiShares MSCI Emerging Markets$17,4800.00%400CommonNONE
842587107SOThe Southern Company$17,4710.00%190CommonNONE
117043109BCBrunswick Corp$17,0170.00%316CommonNONE
185899101CLFCleveland-Cliffs Inc$16,4400.00%2,000CommonNONE
219350105GLWCorning Inc$15,6110.00%341CommonNONE
918204108VFCVF Corp.$15,5200.00%1,000CommonNONE
284902509EGOEldorado Gold Corp$15,1380.00%900CommonNONE
25434V542DXIVDIMENSIONAL INTRNL VCTR EQT ETF$14,8920.00%287CommonNONE
464287408IVEiShares S&P 500 Value ETF$14,8650.00%78CommonNONE
163072101CAKECheesecake Factory Inc$14,4030.00%296CommonNONE
808524730FNDESchwab Fundamental Emerg Mkts Lg Co ETF$13,5830.00%441CommonNONE
247361702DALDelta Air Lines Inc$13,1240.00%301CommonNONE
169656105CMGChipotle Mexican Grill Inc. Class A$12,5530.00%250CommonNONE
36828A101GEVGe Vernova LLC$11,9060.00%39CommonNONE
858586100SCLStepan Co$11,0080.00%200CommonNONE
609207105MDLZMondelez International Inc Class A$11,0000.00%161CommonNONE
100557107SAMBoston Beer Co Inc$9,5540.00%40CommonNONE
89785X101TBITrueBlue Inc$9,4520.00%1,780CommonNONE
72201R205STPZPIMCO 1-5 U.S. TIPS ETF$9,3990.00%174CommonNONE
83444M101SOLVSolventum Corp Com Shs$9,2770.00%122CommonNONE
92556H2060VVBPARAMOUNT GLOBAL CLASS B COMMON STOCK$8,5730.00%703CommonNONE
097023105BABoeing Co$8,5280.00%50CommonNONE
69608A108PLTRPalantir Technologies Inc$8,4400.00%100CommonNONE
534187109LNCLincoln National Corp.$8,4390.00%235CommonNONE
04010L103ARCCAres Capital Corp$6,6480.00%300CommonNONE
34965K107FTREFortrea Holdings Inc$6,4930.00%860CommonNONE
427096508HTGCHercules Capital Inc.$6,0130.00%313CommonNONE
92840M102VSTVistra Energy Corp.$5,8720.00%50CommonNONE
437076102HDHome Depot Inc$5,8640.00%16CommonNONE
86765K109SUNSunoco LP$5,8060.00%100CommonNONE
25434V724DFUVDimensional US Marketwide Value ETF$5,7280.00%139CommonNONE
375558103GILDGilead Sciences Inc$5,6030.00%50CommonNONE
624758108MWAMueller Water Products Inc.$5,0840.00%200CommonNONE
23355L106DXCD X C Technology Com$4,8080.00%282CommonNONE
36266G107GEHCGE Healthcare Technologies ORD$4,7620.00%59CommonNONE
66987V109NVSNovartis A G Spon Adr$4,6140.00%40CommonNONE
74144T108TROWT. Rowe Price Group Inc$4,5020.00%49CommonNONE
00206R102TA T & T Inc New$4,1570.00%147CommonNONE
501044101KRThe Kroger Co$4,1290.00%61CommonNONE
833034101SNASnap-on Inc.$3,3700.00%10CommonNONE
698813102PZZAPapa John's International Inc.$3,2860.00%80CommonNONE
G29183103ETNEaton Corp Plc$3,2620.00%12CommonNONE
513272104LWLamb Weston Holdings Inc.$3,1980.00%60CommonNONE
73642K106PTLOPORTILLOS CL A ORD$2,9730.00%250CommonNONE
205887102CAGConagra Foods Inc$2,9340.00%110CommonNONE
931142103WMTWal-Mart Stores Inc$2,9050.00%33CommonNONE
058498106BALLBall Corp.$2,7080.00%52CommonNONE
493267108KEYKeycorp Inc$2,6380.00%165CommonNONE
023939101AMTMAmentum Holdings Inc.$2,6210.00%144CommonNONE
654106103NKENike Inc$2,5390.00%40CommonNONE
617446448MSMorgan Stanley$2,3330.00%20CommonNONE
173080201Citigroup Capital XIII$1,9410.00%65CommonNONE
368736104GNRCGenerac Holdings Inc.$1,9000.00%15CommonNONE
M2029K104BIRKBirkenstock Holding ORD$1,6510.00%36CommonNONE
12542R704CHS Inc.$1,6440.00%67CommonNONE
12542R506CHS Inc.$1,6250.00%65CommonNONE
61763E207Morgan Stanley$1,5590.00%61CommonNONE
92338C103VLTOVeralto Ord$1,3660.00%14CommonNONE
61761J406Morgan Stanley$1,2380.00%49CommonNONE
316773605Fifth Third Bancorp$1,1570.00%46CommonNONE
61762V200Morgan Stanley$1,1500.00%45CommonNONE
237194105DRIDarden Restaurants Inc$1,0390.00%5CommonNONE
97650W405Wintrust Financial Corp$1,0360.00%41CommonNONE
707569109PENNPenn National Gaming Inc$8160.00%50CommonNONE
38144G804The Goldman Sachs Group Inc.$7290.00%33CommonNONE
61747S504Morgan Stanley$5090.00%22CommonNONE
615369105MCOMoodys Corp$4660.00%1CommonNONE
808513600Charles Schwab Corp.$4230.00%17CommonNONE
919794206Valley National Bancorp$3940.00%16CommonNONE
78409W201SCE Trust V$3670.00%16CommonNONE
78409G206SCE Trust IV$1780.00%8CommonNONE
83587W304SOS Ltd. ADR$1320.00%27CommonNONE
032359853AmTrust Financial Services Inc$1140.00%7CommonNONE
239559107Daybreak Oil & Gas Inc$300.00%295,000CommonNONE
07785T201Belgravia Hartford Capital Inc$70.00%200CommonNONE
66989V107Novation Companies Inc.$037CommonNONE
67086E303ZCO Liquidating Corp.$0450CommonNONE
903508109Ufood Restaurant Group Inc.$010,000CommonNONE
68235J201Oncology Pharma Inc.$020CommonNONE
109043109Briggs & Stratton Corp$0631CommonNONE

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.