MondegarAI
POM Investment Strategies, LLC

Q4 2025 · 13F-HR

POM Investment Strategies, LLCholdings as filed

Filed 2026-02-17 · accession 0001906322-26-000001

$194.5M
Reported value
349
Positions
2025-12-31
Period end
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The Brief · POM Investment Strategies, LLC · Q4 2025

AI · grounded in 13F

POM Investment Strategies, LLC established a new position in FOXY valued at $3.27M. The fund also increased its holdings in AGGH by 38.13%, IEV by 5.65%, and QQQ by 4.87%. On the sell side, the fund trimmed its positions in AGG by 99.13% and MSFT by 65.29%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78464A854SPYMSPDR SERIES TRUST$26.7M13.7%333,281CommonNONE
46137V233XLGINVESCO EXCHANGE TRADED FD T$15.3M7.87%258,095CommonNONE
464287234EEMISHARES TR$15.3M7.85%279,084CommonNONE
464287861IEVISHARES TR$15.1M7.79%220,796CommonNONE
46090E103QQQINVESCO QQQ TR$15.0M7.70%24,377CommonNONE
46432F396MTUMISHARES TR$14.5M7.48%58,100CommonNONE
78464A409SPYGSPDR SERIES TRUST$14.5M7.45%135,833CommonNONE
78464A508SPYVSPDR SERIES TRUST$11.8M6.08%208,314CommonNONE
46432F842IEFAISHARES TR$8.4M4.30%93,420CommonNONE
82889N640BUCKSIMPLIFY EXCHANGE TRADED FUN$6.9M3.56%292,378CommonNONE
82889N699CTASIMPLIFY EXCHANGE TRADED FUN$6.5M3.34%238,625CommonNONE
82889N723AGGHSIMPLIFY EXCHANGE TRADED FUN$5.0M2.58%242,601CommonNONE
025072604AVEMAMERICAN CENTY ETF TR$3.8M1.95%49,192CommonNONE
82889N863SVOLSIMPLIFY EXCHANGE TRADED FUN$3.6M1.85%205,239CommonNONE
82889N335SBARSIMPLIFY EXCHANGE TRADED FUN$3.4M1.77%131,590CommonNONE
82889N632HIGHSIMPLIFY EXCHANGE TRADED FUN$3.4M1.75%152,194CommonNONE
82889N368FOXYSIMPLIFY EXCHANGE TRADED FUN$3.3M1.68%120,170CommonNONE
78464A847SPMDSPDR SERIES TRUST$2.7M1.37%46,080CommonNONE
464287705IJJISHARES TR$2.2M1.14%16,829CommonNONE
464287606IJKISHARES TR$2.2M1.13%22,714CommonNONE
037833100AAPLAPPLE INC$1.8M0.94%6,695CommonNONE
82889N459GAEMSIMPLIFY EXCHANGE TRADED FUN$1.7M0.88%64,247CommonNONE
464287200IVVISHARES TR$1.0M0.52%1,485CommonNONE
78468R853SPSMSPDR SERIES TRUST$752,9620.39%16,068CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$752,5150.39%7,379CommonNONE
88160R101TSLATESLA INC$653,4430.34%1,453CommonNONE
67066G104NVDANVIDIA CORPORATION$490,1480.25%2,628CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$480,4670.25%1,622CommonNONE
478160104JNJJOHNSON & JOHNSON$440,8150.23%2,130CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$283,6010.15%4,540CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$238,7590.12%475CommonNONE
594918104MSFTMICROSOFT CORP$194,9360.10%403CommonNONE
46434G103IEMGISHARES INC$190,4470.10%2,833CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$181,9670.09%211CommonNONE
02079K305GOOGLALPHABET INC$173,5870.09%555CommonNONE
78463V107GLDSPDR GOLD TR$155,3540.08%392CommonNONE
398182303AHRAMERICAN HEALTHCARE REIT INC$145,1330.07%3,084CommonNONE
921937835BNDVANGUARD BD INDEX FDS$141,2510.07%1,907CommonNONE
247361702DALDELTA AIR LINES INC DEL$136,8880.07%1,972CommonNONE
55261F104MTBM & T BK CORP$135,5960.07%673CommonNONE
46222L108IONQIONQ INC$111,7710.06%2,491CommonNONE
922908736VUGVANGUARD INDEX FDS$111,5020.06%229CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$110,7430.06%335CommonNONE
023135106AMZNAMAZON COM INC$106,8700.05%463CommonNONE
548661107LOWLOWES COS INC$104,9050.05%435CommonNONE
209115104EDCONSOLIDATED EDISON INC$101,7040.05%1,024CommonNONE
842587107SOSOUTHERN CO$92,4320.05%1,060CommonNONE
437076102HDHOME DEPOT INC$91,3090.05%265CommonNONE
922908363VOOVANGUARD INDEX FDS$86,5750.04%138CommonNONE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$84,6980.04%1,239CommonNONE
929328102WSFSWSFS FINL CORP$83,1910.04%1,506CommonNONE
78464A672SPTISPDR SERIES TRUST$80,8970.04%2,805CommonNONE
922908744VTVVANGUARD INDEX FDS$79,4840.04%416CommonNONE
301505475NUKZEXCHANGE TRADED CONCEPTS TRU$75,3750.04%1,187CommonNONE
26922A420QTUMETF SER SOLUTIONS$70,5110.04%643CommonNONE
30303M102METAMETA PLATFORMS INC$68,1090.04%103CommonNONE
00287Y109ABBVABBVIE INC$63,4090.03%278CommonNONE
02079K107GOOGALPHABET INC$62,7600.03%200CommonNONE
060505104BACBANK AMERICA CORP$62,0400.03%1,128CommonNONE
37960A529SHLDGLOBAL X FDS$60,4490.03%933CommonNONE
00206R102TAT&T INC$59,1190.03%2,380CommonNONE
532457108LLYELI LILLY & CO$57,1930.03%53CommonNONE
718172109PMPHILIP MORRIS INTL INC$54,2150.03%338CommonNONE
464287614IWFISHARES TR$53,9560.03%114CommonNONE
11135F101AVGOBROADCOM INC$49,3610.03%143CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$49,2570.03%913CommonNONE
922908769VTIVANGUARD INDEX FDS$47,2730.02%141CommonNONE
742718109PGPROCTER AND GAMBLE CO$45,8710.02%320CommonNONE
92826C839VVISA INC$45,4650.02%130CommonNONE
345370860FFORD MTR CO$42,2850.02%3,223CommonNONE
G8726T105TKTEEKAY CORPORATION LTD$41,7280.02%4,621CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$41,3080.02%768CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$40,3130.02%86CommonNONE
552953101MGMMGM RESORTS INTERNATIONAL$40,1390.02%1,100CommonNONE
30151E558BCUSEXCHANGE LISTED FDS TR$39,8960.02%1,236CommonNONE
97717W406AIVLWISDOMTREE TR$39,0930.02%340CommonNONE
31609A305FELGFIDELITY COVINGTON TRUST$38,6980.02%928CommonNONE
58933Y105MRKMERCK & CO INC$37,9200.02%360CommonNONE
464287499IWRISHARES TR$37,5330.02%390CommonNONE
Y7542C130STNGSCORPIO TANKERS INC$37,3090.02%734CommonNONE
025072802AVDVAMERICAN CENTY ETF TR$34,3930.02%366CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$33,8470.02%831CommonNONE
81762P102NOWSERVICENOW INC$33,7020.02%220CommonNONE
78464A474SPSBSPDR SERIES TRUST$32,7370.02%1,084CommonNONE
78464A664SPTLSPDR SERIES TRUST$32,6710.02%1,234CommonNONE
56585A102MPCMARATHON PETE CORP$32,0110.02%197CommonNONE
931142103WMTWALMART INC$31,8720.02%286CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$31,0880.02%96CommonNONE
17275R102CSCOCISCO SYS INC$30,8120.02%400CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$30,6860.02%45CommonNONE
89832Q109TFCTRUIST FINL CORP$28,9850.01%589CommonNONE
00724F101ADBEADOBE INC$28,3490.01%81CommonNONE
922908553VNQVANGUARD INDEX FDS$28,2620.01%319CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$27,8920.01%100CommonNONE
493267108KEYKEYCORP$26,1300.01%1,266CommonNONE
37940X102GPNGLOBAL PMTS INC$26,0060.01%336CommonNONE
98980G102ZSZSCALER INC$25,4160.01%113CommonNONE
31609A107FELVFIDELITY COVINGTON TRUST$24,9900.01%721CommonNONE
88636R743XMAGTIDAL TRUST II$24,4660.01%1,084CommonNONE
833445109SNOWSNOWFLAKE INC$23,9100.01%109CommonNONE
369550108GDGENERAL DYNAMICS CORP$23,9030.01%71CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$23,7140.01%283CommonNONE
02209S103MOALTRIA GROUP INC$23,6980.01%411CommonNONE
025816109AXPAMERICAN EXPRESS CO$23,5170.01%64CommonNONE
369604301GEGE AEROSPACE$23,4500.01%76CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$23,1700.01%243CommonNONE
670100205NVONOVO-NORDISK A S$23,1000.01%454CommonNONE
316092352FBCGFIDELITY COVINGTON TRUST$22,8680.01%417CommonNONE
25809K105DASHDOORDASH INC$22,6480.01%100CommonNONE
464287598IWDISHARES TR$22,2960.01%106CommonNONE
48716P108KRNYKEARNY FINL CORP MD$22,2300.01%3,000CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$21,7970.01%810CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$21,4550.01%112CommonNONE
922908751VBVANGUARD INDEX FDS$21,3800.01%83CommonNONE
464287507IJHISHARES TR$21,0540.01%319CommonNONE
219350105GLWCORNING INC$20,4010.01%233CommonNONE
146280508SILASILA REALTY TRUST INC$19,4870.01%836CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$19,0380.01%233CommonNONE
30231G102XOMEXXON MOBIL CORP$17,7050.01%147CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$17,6040.01%150CommonNONE
458140100INTCINTEL CORP$17,3430.01%470CommonNONE
464285204IAUISHARES GOLD TR$17,2890.01%213CommonNONE
512807306LRCXLAM RESEARCH CORP$15,2860.01%89CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$15,1880.01%527CommonNONE
92204A876VPUVANGUARD WORLD FD$14,9880.01%81CommonNONE
701094104PHPARKER-HANNIFIN CORP$14,4410.01%16CommonNONE
697435105PANWPALO ALTO NETWORKS INC$13,9990.01%76CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$13,9820.01%180CommonNONE
50015M109KODKODIAK SCIENCES INC$13,9800.01%500CommonNONE
316092162FDCFFIDELITY COVINGTON TRUST$13,3170.01%277CommonNONE
30052C107EOLSEVOLUS INC$13,3000.01%2,000CommonNONE
74348A467NOBLPROSHARES TR$12,5920.01%121CommonNONE
57636Q104MAMASTERCARD INCORPORATED$12,5690.01%22CommonNONE
46266C105IQVIQVIA HLDGS INC$12,3980.01%55CommonNONE
064058100BKBANK NEW YORK MELLON CORP$12,2810.01%106CommonNONE
713448108PEPPEPSICO INC$12,1990.01%85CommonNONE
032095101APHAMPHENOL CORP NEW$12,1790.01%90CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$11,5180.01%13CommonNONE
872540109TJXTJX COS INC NEW$11,4420.01%74CommonNONE
316092170FBOTFIDELITY COVINGTON TRUST$11,4350.01%343CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$11,3560.01%266CommonNONE
949746101WMT2WELLS FARGO CO NEW$11,2890.01%121CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$11,2760.01%375CommonNONE
143658300CCL1EURCARNIVAL CORP$11,1470.01%365CommonNONE
032654105ADIANALOG DEVICES INC$10,8650.01%40CommonNONE
46435U135IHAKISHARES TR$10,6350.01%221CommonNONE
189054109CLXCLOROX CO DEL$10,4860.01%104CommonNONE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$10,3530.01%161CommonNONE
G54950103LINLINDE PLC$10,2880.01%24CommonNONE
717081103PFEPFIZER INC$9,9100.01%398CommonNONE
G8473T100STESTERIS PLC$9,8870.01%39CommonNONE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$9,6900.00%36CommonNONE
316092154FDFFFIDELITY COVINGTON TRUST$9,5460.00%268CommonNONE
744320102PRUPRUDENTIAL FINL INC$9,4820.00%84CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$9,4720.00%32CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$9,3050.00%53CommonNONE
58155Q103MCKMCKESSON CORP$9,2150.00%11CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$8,6960.00%15CommonNONE
745867101PHMPULTE GROUP INC$8,3910.00%72CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$8,0170.00%30CommonNONE
76131D103QSRRESTAURANT BRANDS INTL INC$7,9760.00%117CommonNONE
92537N108VRTVERTIV HOLDINGS CO$7,7830.00%48CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$7,7510.00%52CommonNONE
316092782FVALFIDELITY COVINGTON TRUST$7,7330.00%107CommonNONE
98138H101WDAYWORKDAY INC$7,7320.00%36CommonNONE
053774105CARAVIS BUDGET GROUP$7,6990.00%60CommonNONE
64110L106NFLXNETFLIX INC$7,6880.00%82CommonNONE
806857108SLBSLB LIMITED$7,4730.00%195CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$7,4660.00%42CommonNONE
50155Q100KDKYNDRYL HLDGS INC$7,4100.00%279CommonNONE
55977T208MGYRMAGYAR BANCORP INC$7,3960.00%428CommonNONE
72201R775BONDPIMCO ETF TR$7,3530.00%79CommonNONE
147528103CASYCASEYS GEN STORES INC$7,1930.00%13CommonNONE
33939L746QLCFLEXSHARES TR$7,1270.00%88CommonNONE
501044101KRKROGER CO$6,9910.00%112CommonNONE
003263100GLTRABRDN PRECIOUS METALS BASKET$6,9900.00%34CommonNONE
01877R108ARLPALLIANCE RESOURCE PARTNERS L$6,9690.00%300CommonNONE
025072562AVIGAMERICAN CENTY ETF TR$6,8330.00%163CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$6,8030.00%59CommonNONE
464287465EFAISHARES TR$6,7220.00%70CommonNONE
718546104PSXPHILLIPS 66$6,7180.00%52CommonNONE
872590104TMUST-MOBILE US INC$6,5760.00%32CommonNONE
863667101SYKSTRYKER CORPORATION$6,3410.00%18CommonNONE
254687106DISDISNEY WALT CO$6,2570.00%55CommonNONE
191216100KOCOCA COLA CO$6,1090.00%87CommonNONE
91359E105UHTUNIVERSAL HEALTH RLTY INCOME$5,9210.00%151CommonNONE
69351T106PPLPPL CORP$5,8560.00%167CommonNONE
46429B267GOVTISHARES TR$5,7790.00%251CommonNONE
071813109BAXBAXTER INTL INC$5,5990.00%293CommonNONE
464287341IXCISHARES TR$5,5600.00%133CommonNONE
15189T107CNPCENTERPOINT ENERGY INC$5,5220.00%144CommonNONE
871829107SYYSYSCO CORP$5,5090.00%75CommonNONE
040413205ANETARISTA NETWORKS INC$5,5030.00%42CommonNONE
60937P106MDBMONGODB INC$5,4560.00%13CommonNONE
92939U106WECWEC ENERGY GROUP INC$5,3780.00%51CommonNONE
174610105CFGCITIZENS FINL GROUP INC$5,2570.00%90CommonNONE
681919106OMCOMNICOM GROUP INC$5,2490.00%65CommonNONE
30034W106EVRGEVERGY INC$5,2190.00%72CommonNONE
49271V100KDPKEURIG DR PEPPER INC$5,0870.00%182CommonNONE
04247X102AWIARMSTRONG WORLD INDS INC NEW$4,9730.00%26CommonNONE
00130H105AESAES CORP$4,9330.00%344CommonNONE
418056107HASHASBRO INC$4,9200.00%60CommonNONE
29084Q100EMEEMCOR GROUP INC$4,8960.00%8CommonNONE
44107P104HSTHOST HOTELS & RESORTS INC$4,8400.00%273CommonNONE
29364G103ETRENTERGY CORP NEW$4,8060.00%52CommonNONE
25746U109DDOMINION ENERGY INC$4,8040.00%82CommonNONE
G5960L103MDTMEDTRONIC PLC$4,7070.00%49CommonNONE
78409V104SPGIS&P GLOBAL INC$4,7030.00%9CommonNONE
316773100FITBFIFTH THIRD BANCORP$4,6340.00%99CommonNONE
020002101ALLALLSTATE CORP$4,5790.00%22CommonNONE
03743Q108APAAPA CORPORATION$4,5740.00%187CommonNONE
354613101BENFRANKLIN RESOURCES INC$4,5390.00%190CommonNONE
494368103KMBKIMBERLY-CLARK CORP$4,5270.00%45CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$4,4420.00%256CommonNONE
375558103GILDGILEAD SCIENCES INC$4,4190.00%36CommonNONE
969457100WMBWILLIAMS COS INC$4,3280.00%72CommonNONE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$4,3220.00%49CommonNONE
854502101SWKSTANLEY BLACK & DECKER INC$4,3080.00%58CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$4,2580.00%23CommonNONE
031162100AMGNAMGEN INC$4,2550.00%13CommonNONE
98389B100XELXCEL ENERGY INC$4,1360.00%56CommonNONE
26875P101EOGEOG RES INC$4,1350.00%39CommonNONE
14149Y108CAHCARDINAL HEALTH INC$4,1240.00%20CommonNONE
03073E105CORCENCORA INC$4,0640.00%12CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$3,9650.00%7CommonNONE
758849103REGREGENCY CTRS CORP$3,9350.00%57CommonNONE
65339F101NEENEXTERA ENERGY INC$3,9110.00%49CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$3,9080.00%88CommonNONE
438516106HONHONEYWELL INTL INC$3,9020.00%20CommonNONE
636274409NGGNATIONAL GRID PLC$3,8680.00%50CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$3,8190.00%42CommonNONE
644323107FSSLFS SPECIALTY LENDING FD$3,7900.00%268CommonNONE
244199105DEDEERE & CO$3,7250.00%8CommonNONE
092528603BINCBLACKROCK ETF TRUST II$3,6940.00%70CommonNONE
464288885EFGISHARES TR$3,6450.00%32CommonNONE
002824100ABTABBOTT LABS$3,6330.00%29CommonNONE
032797300AVXLANAVEX LIFE SCIENCES CORP$3,5600.00%1,000CommonNONE
68389X105ORCLORACLE CORP$3,5210.00%18CommonNONE
92556V106VTRSVIATRIS INC$3,4860.00%280CommonNONE
92189F437ANGLVANECK ETF TRUST$3,4610.00%118CommonNONE
297178105ESSESSEX PPTY TR INC$3,4020.00%13CommonNONE
172908105CTASCINTAS CORP$3,3970.00%18CommonNONE
443201108HWMHOWMET AEROSPACE INC$3,2830.00%16CommonNONE
778296103ROSTROSS STORES INC$3,2430.00%18CommonNONE
281020107EIXEDISON INTL$3,2410.00%54CommonNONE
422806109HEIHEICO CORP NEW$3,2360.00%10CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$3,1740.00%31CommonNONE
30225T102EXREXTRA SPACE STORAGE INC$3,1250.00%24CommonNONE
G491BT108IVZINVESCO LTD$3,1000.00%118CommonNONE
29476L107EQREQUITY RESIDENTIAL$3,0260.00%48CommonNONE
460146103IPINTERNATIONAL PAPER CO$2,9940.00%76CommonNONE
464288588MBBISHARES TR$2,9520.00%31CommonNONE
09260D107BXBLACKSTONE INC$2,9480.00%19CommonNONE
91913Y100VLOVALERO ENERGY CORP$2,9300.00%18CommonNONE
003264108SIVRABRDN SILVER ETF TRUST$2,9090.00%43CommonNONE
617446448MSMORGAN STANLEY$2,8580.00%16CommonNONE
59156R108METMETLIFE INC$2,8420.00%36CommonNONE
464287226AGGISHARES TR$2,7970.00%28CommonNONE
75513E101RTXRTX CORPORATION$2,7510.00%15CommonNONE
87612E106TGTTARGET CORP$2,7370.00%28CommonNONE
443510607HUBBHUBBELL INC$2,6730.00%6CommonNONE
679580100ODFLOLD DOMINION FREIGHT LINE IN$2,6660.00%17CommonNONE
464288620USIGISHARES TR$2,6400.00%51CommonNONE
499049104KNXKNIGHT-SWIFT TRANSN HLDGS IN$2,6140.00%50CommonNONE
20030N101CMCSACOMCAST CORP NEW$2,6080.00%87CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$2,5550.00%20CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$2,5300.00%33CommonNONE
75734B100RDDTREDDIT INC$2,5290.00%11CommonNONE
77543R102ROKUROKU INC$2,4950.00%23CommonNONE
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337932107FEFIRSTENERGY CORP$2,4620.00%55CommonNONE
539830109LMTLOCKHEED MARTIN CORP$2,4180.00%5CommonNONE
63010H108NNENANO NUCLEAR ENERGY INC$2,4010.00%100CommonNONE
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79466L302CRMSALESFORCE INC$2,3880.00%9CommonNONE
30151E541BCILEXCHANGE LISTED FDS TR$2,3750.00%85CommonNONE
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92189F700MOOVANECK ETF TRUST$2,3290.00%32CommonNONE
00827B106AFRMAFFIRM HLDGS INC$2,3070.00%31CommonNONE
126650100CVSCVS HEALTH CORP$2,3010.00%29CommonNONE
92204A801VAWVANGUARD WORLD FD$2,2830.00%11CommonNONE
824348106SHWSHERWIN WILLIAMS CO$2,2680.00%7CommonNONE
74347B581SPXEPROSHARES TR$2,2400.00%30CommonNONE
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81369Y605XLFSELECT SECTOR SPDR TR$2,2210.00%41CommonNONE
40434L105HPQHP INC$2,0940.00%94CommonNONE
235851102DHRDANAHER CORPORATION$2,0630.00%9CommonNONE
134429109CPBTHE CAMPBELLS COMPANY$2,0620.00%74CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$2,0580.00%51CommonNONE
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086516101BBYBEST BUY INC$1,9410.00%29CommonNONE
464288687PFFISHARES TR$1,8820.00%61CommonNONE
199908104FIXCOMFORT SYS USA INC$1,8670.00%2CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$1,8640.00%10CommonNONE
23804L103DDOGDATADOG INC$1,7680.00%13CommonNONE
94106L109WMWASTE MGMT INC DEL$1,7640.00%8CommonNONE
097023105BABOEING CO$1,7370.00%8CommonNONE
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146869102CVNACARVANA CO$1,6880.00%4CommonNONE
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705573103PEGAPEGASYSTEMS INC$1,6130.00%27CommonNONE
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33734X176FXLFIRST TR EXCHANGE TRADED FD$1,5150.00%9CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$1,4590.00%16CommonNONE
92686J106VKTXVIKING THERAPEUTICS INC$1,4420.00%41CommonNONE
464287440IEFISHARES TR$1,3460.00%14CommonNONE
05508R106BGSB & G FOODS INC NEW$1,2900.00%300CommonNONE
33734X101FXDFIRST TR EXCHANGE TRADED FD$1,1620.00%17CommonNONE
33733E401QQXTFIRST TR EXCHANGE-TRADED FD$1,0930.00%11CommonNONE
836100107SOUNSOUNDHOUND AI INC$1,0470.00%105CommonNONE
773121108RKLBROCKET LAB CORP$1,0460.00%15CommonNONE
16119P108CHTRCHARTER COMMUNICATIONS INC N$1,0440.00%5CommonNONE
33739H101FTGCFIRST TR EXCHANGE TRAD FD VI$9990.00%43CommonNONE
33738R605FVFIRST TR EXCHANGE TRADED FD$9440.00%15CommonNONE
92189F676SMHVANECK ETF TRUST$7200.00%2CommonNONE
23306X829XAIXDBX ETF TR$6440.00%15CommonNONE
67079K100SMRNUSCALE PWR CORP$6380.00%45CommonNONE
37954Y293MLPXGLOBAL X FDS$6130.00%10CommonNONE
37733W204GSKGSK PLC$5880.00%12CommonNONE
125523100CITHE CIGNA GROUP$5500.00%2CommonNONE
163072101CAKECHEESECAKE FACTORY INC$5050.00%10CommonNONE
464287804IJRISHARES TR$4810.00%4CommonNONE
921910816MGKVANGUARD WORLD FD$4080.00%1CommonNONE
654902204NOKNOKIA CORP$3880.00%60CommonNONE
46434V621DGROISHARES TR$3470.00%5CommonNONE
655844108NSCNORFOLK SOUTHN CORP$2430.00%1CommonNONE
83443Q103SOLSSOLSTICE ADVANCED MATLS INC$2430.00%5CommonNONE
68622V106OGNORGANON & CO$2150.00%30CommonNONE
149123101CATCATERPILLAR INC$1560.00%0CommonSOLE
405552100HLNHALEON PLC$1520.00%15CommonNONE
759351604RGAREINSURANCE GRP OF AMERICA I$1220.00%1CommonNONE
739650109PROPPRAIRIE OPER CO$1030.00%61CommonNONE
20825C104COPCONOCOPHILLIPS$790.00%1CommonNONE
92276F100VTRVENTAS INC$770.00%1CommonNONE
65250K105NMAXNEWSMAX INC$770.00%10CommonNONE
533900106LECOLINCOLN ELEC HLDGS INC$740.00%0CommonSOLE
571903202MARMARRIOTT INTL INC NEW$640.00%0CommonSOLE
46284V101IRMIRON MTN INC DEL$510.00%1CommonNONE
46435U556ARTYISHARES TR$480.00%1CommonNONE
47103U100JSMLJANUS DETROIT STR TR$480.00%1CommonNONE
609207105MDLZMONDELEZ INTL INC$460.00%1CommonNONE
36467J108GLPIGAMING & LEISURE PPTYS INC$440.00%1CommonNONE
446413106HIIHUNTINGTON INGALLS INDS INC$430.00%0CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$190.00%0CommonSOLE
388689101GPKGRAPHIC PACKAGING HLDG CO$150.00%1CommonNONE
03762U105ARIAPOLLO COML REAL EST FIN INC$100.00%1CommonNONE
76135L119REVBWREVELATION BIOSCIENCES INC$80.00%1,005CommonNONE
58463J304MPTMEDICAL PPTYS TRUST INC$50.00%1CommonNONE

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.