Now live: Pro — the full 13F research suite for serious investorsSee pricing →
Byrne Asset Management LLC

Q1 2025 · 13F-HR

Byrne Asset Management LLCholdings as filed

Filed 2025-04-16 · accession 0001911322-25-000004

$135.5M
Reported value
557
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 557

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$8.0M5.88%21,241CommonSOLE
037833100AAPLAPPLE INC$6.7M4.97%30,347CommonSOLE
38259P508ALPHABET INC CLASS A$5.0M3.71%32,474CommonSOLE
023135106AMZNAMAZON.COM INC$5.0M3.67%26,125CommonSOLE
67066G104NVDANVIDIA CORP$3.3M2.47%30,868CommonSOLE
478160104JNJJOHNSON & JOHNSON$3.2M2.33%19,021CommonSOLE
92826C839VVISA INC CLASS A$3.0M2.23%8,637CommonSOLE
30303M102METAMETA PLATFORMS INC CLASS A$2.7M2.02%4,743CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$2.7M2.00%11,064CommonSOLE
59022W596RTX CORP$2.3M1.66%17,023CommonSOLE
48248M102KKR & CO INC$2.2M1.65%19,303CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY CLASS B$2.2M1.63%4,138CommonSOLE
459200101IBMIBM CORP$2.0M1.49%8,104CommonSOLE
09247X101BLKCHFBLACKROCK INC NEW$1.7M1.26%1,804CommonSOLE
002824100ABTABBOTT LABS$1.7M1.26%12,867CommonSOLE
437076102HDHOME DEPOT INC$1.7M1.25%4,631CommonSOLE
254687106DISDISNEY WALT CO$1.7M1.23%16,825CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$1.6M1.21%18,928CommonSOLE
226552107CXDOEXPAND ENERGY CORP$1.6M1.20%14,565CommonSOLE
369604103GEGE AEROSPACE$1.6M1.19%8,083CommonSOLE
526057302LEN/BLENNAR CORP TRADES WITH DUE BILLS$1.6M1.16%14,442CommonSOLE
889478103TOLTOLL BROS INC$1.6M1.15%14,741CommonSOLE
49177J102KVUEKENVUE INC$1.5M1.12%63,467CommonSOLE
931142103WMTWALMART INC$1.4M1.00%15,446CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS$1.3M0.99%16,046CommonSOLE
17275R102CSCOCISCO SYS INC$1.3M0.98%21,527CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGI$1.3M0.97%16,228CommonSOLE
629377508NRGNRG ENERGY INC$1.3M0.94%13,392CommonSOLE
149123101CATCATERPILLAR INC$1.3M0.94%3,852CommonSOLE
742718109PGPROCTER & GAMBLE CO$1.3M0.93%7,401CommonSOLE
09253U108BXUSDBLACKSTONE INC$1.2M0.90%8,755CommonSOLE
244199105DEDEERE & CO$1.2M0.89%2,564CommonSOLE
007903107AMDADVANCED MICRO DEVIC$1.2M0.88%11,667CommonSOLE
038222105AMATAPPLIED MATLS INC$1.2M0.86%8,062CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$1.2M0.86%6,902CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.1M0.83%9,502CommonSOLE
79466L302CRMSALESFORCE INC$1.1M0.83%4,196CommonSOLE
20825C104COPCONOCOPHILLIPS$1.1M0.82%10,627CommonSOLE
00206R102TAT&T INC$1.1M0.81%38,904CommonSOLE
46266C105IQVIQVIA HLDGS INC$1.1M0.80%6,181CommonSOLE
025816109AXPAMERICAN EXPRESS CO$1.1M0.77%3,903CommonSOLE
00724F101ADBEADOBE INC$1.0M0.76%2,685CommonSOLE
12626K203CRH PUBLIC LIMITED CO F$1.0M0.75%11,584CommonSOLE
219350105GLWCORNING INC$1.0M0.75%22,060CommonSOLE
714046109RVTYREVVITY INC$996,9530.74%9,423CommonSOLE
747525103QCOMQUALCOMM INC$983,8720.73%6,405CommonSOLE
57636Q104MAMASTERCARD INC CLASS A$975,1050.72%1,779CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$939,0780.69%14,392CommonSOLE
126650100CVSCVS HEALTH CORP$920,4520.68%13,586CommonSOLE
21036P108STZCONSTELLATION BRANDS INCCLASS A$816,1130.60%4,447CommonSOLE
97263M109WARNER BROS DISCOVERY IN$804,2560.59%74,954CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS$790,1600.58%4,760CommonSOLE
717081103PFEPFIZER INC$750,0640.55%29,600CommonSOLE
464287184FXIISHARES CHINA LARGE CAP ETF$741,8880.55%20,700CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$731,2660.54%19,315CommonSOLE
550021109LULULULULEMON ATHLETICA INC$717,2740.53%2,534CommonSOLE
075887109BDXBECTON DICKINSON & CO$708,2540.52%3,092CommonSOLE
68389X105ORCLORACLE CORP$703,2440.52%5,030CommonSOLE
78463V107GLDSPDR GOLD SHARES ETF$684,0440.50%2,374CommonSOLE
962166104WYWEYERHAEUSER CO REIT$646,0920.48%22,066CommonSOLE
372460105GPCGENUINE PARTS CO$643,3560.47%5,400CommonSOLE
097023105BABOEING CO$638,7100.47%3,745CommonSOLE
904767704UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS$624,9770.46%10,495CommonSOLE
36828A101GEVGE VERNOVA INC$605,3700.45%1,983CommonSOLE
446413106HIIHUNTINGTON INGALLS INDS$593,9600.44%2,911CommonSOLE
911312106UPSUNITED PARCEL SVC INC CLASS B$573,0480.42%5,210CommonSOLE
N07059210ASMLASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS$541,3690.40%817CommonSOLE
459506101IFFINTERNTNL FLAVORS &$515,0980.38%6,637CommonSOLE
81369Y803XLKTECHNOLOGY SELECT SECTORSPDR ETF$483,3700.36%2,341CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHS$473,5160.35%3,581CommonSOLE
55087P104LYFTLYFT INC CLASS A$470,5390.35%39,641CommonSOLE
580135101MCDMCDONALDS CORP$455,7480.34%1,459CommonSOLE
00287Y109ABBVABBVIE INC$420,0880.31%2,005CommonSOLE
05606L100BYDDYBYD CO LTD FUNSPONSORED ADR 1 ADR REPS 2 ORD SHS$410,8930.30%4,055CommonSOLE
842587107SOSOUTHERN CO$383,8910.28%4,175CommonSOLE
464287655IWMISHARES RUSSELL 2000 ETF$382,8210.28%1,919CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$368,1960.27%703CommonSOLE
64110L106NFLXNETFLIX INC$365,5520.27%392CommonSOLE
031162100AMGNAMGEN INC$352,9860.26%1,133CommonSOLE
532457108LLYELI LILLY AND CO$345,2300.25%418CommonSOLE
26884U109EPREPR PPTYS REIT$333,1270.25%6,332CommonSOLE
78409V104SPGIS&P GLOBAL INC$332,2970.25%654CommonSOLE
375558103GILDGILEAD SCIENCES INC$331,6680.24%2,960CommonSOLE
92343V104VZVERIZON COMMUNICATIONS I$311,5780.23%6,869CommonSOLE
573284106MLMMARTIN MARIETTA MATLS IN$310,3060.23%649CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC$305,0290.23%613CommonSOLE
060505104BACBANK OF AMERICA CORP$289,8570.21%6,946CommonSOLE
922908629VOVANGUARD MID CAP ETF$287,8440.21%1,113CommonSOLE
816851109SRESEMPRA$280,4450.21%3,930CommonSOLE
58933Y105MRKMERCK & CO. INC.$277,6280.20%3,093CommonSOLE
548661107LOWLOWES COS INC$277,5440.20%1,190CommonSOLE
464286848ISHARES MSCI JAPAN ETF$275,6110.20%4,020CommonSOLE
464287200IVVISHARES CORE S&P 500 ETF$271,9600.20%484CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$266,5900.20%488CommonSOLE
670100205NVONOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS$264,0110.19%3,802CommonSOLE
02209S103MOALTRIA GROUP INC$260,1870.19%4,335CommonSOLE
697900108PAASPAN AMERN SILVER CORP F$254,6840.19%9,860CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSIN$246,8680.18%808CommonSOLE
790148100JOEST JOE CO$240,4780.18%5,122CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GR$239,9050.18%2,915CommonSOLE
752344309BARRICK GOLD CORP F$238,5290.18%12,270CommonSOLE
902973304USBUS BANCORP DEL$229,8880.17%5,445CommonSOLE
81369Y209XLVSELECT SECTOR HEALTH CARE SPDR ETF$224,5630.17%1,538CommonSOLE
81369Y852XLCCOMMUNICAT SVS SLCT SEC SPDR ETF$222,8000.16%2,310CommonSOLE
922042858VWOVANGUARD FTSE EMERGING MARKETS ETF$220,8690.16%4,880CommonSOLE
595112103MUMICRON TECHNOLOGY INC$212,3590.16%2,444CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES IN$210,5310.16%423CommonSOLE
464287101OEFISHARES S&P 100 ETF$209,0810.15%772CommonSOLE
81369Y605XLFSELECT STR FINANCIAL SELECT SPDR ETF$203,7230.15%4,090CommonSOLE
053332102AZOAUTOZONE INC$202,0770.15%53CommonSOLE
81369Y407XLYSPDR FUND CONSUMER DISCRE SELECT ETF$199,4350.15%1,010CommonSOLE
74460D109PSAPUBLIC STORAGE REIT$196,6340.15%657CommonSOLE
81369Y704XLISELECT SECTOR INDUSTRIALSPDR ETF$187,6920.14%1,432CommonSOLE
88579Y101MMM3M CO$176,3790.13%1,201CommonSOLE
87612E110TARGET CORP EQUITY CLASS EQUITY$169,8980.13%1,628CommonSOLE
428236103HP INC$167,5250.12%6,050CommonSOLE
848574109S9QSPIRIT AEROSYSTEMS HLDGS$161,2380.12%4,679CommonSOLE
713448108PEPPEPSICO INC$161,1860.12%1,075CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$159,6360.12%792CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$157,9450.12%167CommonSOLE
693439200PINTEREST INC CLASS A$157,6350.12%5,085CommonSOLE
718172109PMPHILIP MORRIS INTL INC$150,7940.11%950CommonSOLE
40412C101HCAHCA HEALTHCARE INC$141,6760.10%410CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$141,6070.10%317CommonSOLE
907818108UNPUNION PAC CORP$141,0350.10%597CommonSOLE
009158106APDAIR PRODS & CHEMS INC$136,5480.10%463CommonSOLE
M3760D101ESLTELBIT SYSTEMS LTD F$130,4510.10%340CommonSOLE
65339F101NEENEXTERA ENERGY INC$130,3670.10%1,839CommonSOLE
392709101GRBKGREEN BRICK PARTNERS INC$126,5330.09%2,170CommonSOLE
31931U102FRBAFIRST BK WILLIAMSTOWN NE$125,4700.09%8,472CommonSOLE
55616P104MMACYS INC$125,1600.09%9,965CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$124,1650.09%1,018CommonSOLE
69331C108PCGPG&E CORP$123,6960.09%7,200CommonSOLE
76131D103QSRRESTAURANT BRANDS INTL F$123,6170.09%1,855CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND FCLASS A$123,5680.09%396CommonSOLE
526057104LENLENNAR CORP CLASS A$118,9120.09%1,036CommonSOLE
883203101TXTTEXTRON INC$115,9610.09%1,605CommonSOLE
020002101ALLALLSTATE CORP$113,8890.08%550CommonSOLE
74460W552PUBLIC STORA 4.625 PFDPFD SER L$113,4000.08%6,000CommonSOLE
494368103KMBKIMBERLY CLARK CORP$112,6380.08%792CommonSOLE
922908637VVVANGUARD LARGE CAP ETF$109,7520.08%427CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW REIT$104,8830.08%482CommonSOLE
38259P706ALPHABET INC CLASS C$104,6740.08%670CommonSOLE
458140100INTCINTEL CORP$103,4210.08%4,554CommonSOLE
892331307TMTOYOTA MTR CORP FSPONSORED ADR 1 ADR REPS 10 ORD SHS$103,2700.08%585CommonSOLE
81369Y308XLPSPDR FUND CONSUMER STAPLES ETF$102,1690.08%1,251CommonSOLE
343412102FLRFLUOR CORP NEW$102,0870.08%2,850CommonSOLE
925903106VICI PPTYS INC REIT$101,3830.07%3,108CommonSOLE
46187W107INVHINVITATION HOMES INC$99,4970.07%2,855CommonSOLE
585055106MEDTRONIC PLC F$99,2950.07%1,105CommonSOLE
667746101NWPXNORTHWEST PIPE CO$99,1610.07%2,401CommonSOLE
741503403BOOKING HLDGS INC$96,7450.07%21CommonSOLE
67103H107ORLYO REILLY AUTOMOTIVE INC$95,9830.07%67CommonSOLE
293792107EPDENTERPRISE PRODS PART LP$95,5920.07%2,800CommonSOLE
482480100KLACKLA CORP$94,4920.07%139CommonSOLE
882508104TXNTEXAS INSTRS INC$91,1080.07%507CommonSOLE
191216100KOTHE COCA-COLA CO$90,5990.07%1,265CommonSOLE
855244109SBUXSTARBUCKS CORP$90,2430.07%920CommonSOLE
36162J106GEOGEO GROUP INC NEW REIT$89,0030.07%3,047CommonSOLE
22025Y407CORECIVIC INC$88,1400.07%4,344CommonSOLE
442487203HOVNANIAN ENTERPRISES INCLASS A$84,9200.06%811CommonSOLE
872590104TMUST-MOBILE US INC$84,2800.06%316CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL I$82,8470.06%1,650CommonSOLE
191241108KOFCOCA-COLA FEMSA S A EQ FSPONSORED ADR 1 ADR REPS 10 ORD SHS$81,8870.06%897CommonSOLE
94106L109WMWASTE MGMT INC DEL$81,2600.06%351CommonSOLE
76674Q107RMNIRIMINI STR INC DEL$79,2710.06%22,779CommonSOLE
31428X106FDXFEDEX CORP$79,2290.06%325CommonSOLE
512807108LRCXEURLAM RESH CORP$77,7890.06%1,070CommonSOLE
78464A508SPYVELEVANCE HEALTH INC$76,9880.06%177CommonSOLE
110122108BMYBRISTOL MYERS SQUIBB CO$76,1770.06%1,249CommonSOLE
29670G102WTRGESSENTIAL UTILS INC$75,1860.06%1,902CommonSOLE
422704106HLHECLA MNG CO$73,4360.05%13,208CommonSOLE
75737F108RDFNREDFIN CORP$71,1470.05%7,725CommonSOLE
464287556IBBISHARES BIOTECHNOLOGY ETF$70,7290.05%553CommonSOLE
92204A702VGTVANGUARD INFORMATION TECHNOLOGY ETF$70,5090.05%130CommonSOLE
98978V103ZTSZOETIS INC CLASS A$69,9760.05%425CommonSOLE
81762P102NOWSERVICENOW INC$69,2640.05%87CommonSOLE
532746104LMNRLIMONEIRA CO$68,5590.05%3,869CommonSOLE
464287168DVYISHARES SELECT DIVIDEND ETF$67,1450.05%500CommonSOLE
81369Y506XLEENERGY SELECT SECTOR SPDR ETF$67,0970.05%718CommonSOLE
370334104GISGENERAL MLS INC$65,7690.05%1,100CommonSOLE
336433107FSLRFIRST SOLAR INC$64,3530.05%509CommonSOLE
37960A438CLIPGLOBAL X 1-3 MONTH T-BILL ETF$62,1720.05%619CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$61,4130.05%124CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INCLASS A$61,1900.05%725CommonSOLE
360271100FULTFULTON FINL CORP PA$58,1960.04%3,217CommonSOLE
78464A698KRESPDR S&P REGIONAL BANKING ETF$57,9300.04%1,019CommonSOLE
829073105SSDSIMPSON MFG INC$57,3340.04%365CommonSOLE
405217100HAINHAIN CELESTIAL GROUP INC$56,4360.04%13,599CommonSOLE
891160509TDTORONTO DOMINION BK ON F$55,6840.04%929CommonSOLE
29250N105ENBENBRIDGE INC F$54,2800.04%1,225CommonSOLE
171340102CHDCHURCH & DWIGHT INC$53,9440.04%490CommonSOLE
37247D106GNWGENWORTH FINL INC$53,8490.04%7,595CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$53,5420.04%490CommonSOLE
25746U109DDOMINION ENERGY INC$53,2670.04%950CommonSOLE
009066101ABNBAIRBNB INC CLASS A$52,8010.04%442CommonSOLE
464287226AGGISHARES CORE US AGGREGATE BOND ETF$52,5270.04%531CommonSOLE
N71546100AVIDITY BIOSCIENCES INC$52,3980.04%1,775CommonSOLE
185899101CLFCLEVELAND-CLIFFS INC NEW$52,2220.04%6,353CommonSOLE
767292105RIOTRIOT PLATFORMS INC$51,7130.04%7,263CommonSOLE
30226D106EXTREXTREME NETWORKS INC$51,3460.04%3,881CommonSOLE
88162F105TTITETRA TECHNOLOGIES INC D$51,3310.04%15,277CommonSOLE
092113109BKHBLACK HILLS CORP$51,2490.04%845CommonSOLE
172967598CAPRI HLDGS LTD F$51,1990.04%2,595CommonSOLE
73935X575INVESCO WATER RESOURCES ETF$50,9710.04%790CommonSOLE
743315103PGRPROGRESSIVE CORP OH$50,9420.04%180CommonSOLE
74386T105PFSPROVIDENT FINL SVCS INC$50,4450.04%2,938CommonSOLE
831754106SWBISMITH & WESSON BRANDS IN$50,2440.04%5,391CommonSOLE
81369Y100XLBSPDR FUND MATERIALS SELECT SECTR ETF$50,1260.04%583CommonSOLE
609207105MDLZMONDELEZ INTL INC CLASS A$49,5310.04%730CommonSOLE
52886N406LEXXLEXARIA BIOSCIENCE CORP$49,4280.04%28,905CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$49,1440.04%288CommonSOLE
438516106HONHONEYWELL INTL INC$49,1260.04%232CommonSOLE
912909108USX1UNITED STS STL CORP NEW$49,0220.04%1,160CommonSOLE
98954M200ZZILLOW GROUP INC$47,9920.04%700CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC$47,9440.04%325CommonSOLE
88025T102TENBTENABLE HLDGS INC$47,4680.04%1,357CommonSOLE
51509P103LSEALANDSEA HOMES CORP$47,4120.03%7,385CommonSOLE
27828H105XEVVXEATON VANCE LIMITED DURA$47,4050.03%4,750CommonSOLE
29444U502EQUINIX INC REIT$47,2900.03%58CommonSOLE
626755102MUSAMURPHY USA INC$46,9810.03%100CommonSOLE
15101Q108CLSEURCELESTICA INC EQUITY FCLASS EQUITY$46,7340.03%593CommonSOLE
629579103NCNACCO INDS INC CLASS A$45,7720.03%1,357CommonSOLE
313148306AGMFEDERAL AGRIC MTG CORP$45,3770.03%242CommonSOLE
635309107NTNL CINEMEDIA INC$45,3130.03%7,759CommonSOLE
166764100CVXCHEVRON CORP NEW$45,1680.03%270CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$45,0310.03%3,872CommonSOLE
G81276100SIGSIGNET JEWELERS LIMITE F$44,9970.03%775CommonSOLE
48666K109KBHKB HOME$44,9850.03%774CommonSOLE
16115Q308GTLSCHART INDS INC$44,7520.03%310CommonSOLE
28413U204ELANCO ANIMAL HEALTH INC$44,7090.03%4,258CommonSOLE
30064K105ENERGY TRANSFER L P LP$44,6160.03%2,400CommonSOLE
125509109THE CIGNA GROUP$44,4150.03%135CommonSOLE
707569109PENNPENN ENTMT INC$44,2000.03%2,710CommonSOLE
78454L100SMSM ENERGY CO$44,1160.03%1,473CommonSOLE
626717102MURMURPHY OIL CORP$44,0770.03%1,552CommonSOLE
704551100BTUPEABODY ENERGY CORP NEW$43,9700.03%3,245CommonSOLE
59001A102MTHMERITAGE HOMES CORP$43,8750.03%619CommonSOLE
13462K109CWHCAMPING WORLD HLDGS INC CLASS A$43,7940.03%2,710CommonSOLE
219948106CPAYCORPAY INC$43,5900.03%125CommonSOLE
922908751VBVANGUARD SMALL CAP ETF$43,4630.03%196CommonSOLE
78573M104SABRSUN CTRY AIRLS HLDGS INC$43,3910.03%3,522CommonSOLE
292756202EVERSOURCE ENERGY$42,8560.03%690CommonSOLE
419870100HEHAWAIIAN ELEC INDS INC$42,5630.03%3,887CommonSOLE
494580103NEXTDOOR HLDGS INC CLASS A$41,5670.03%27,168CommonSOLE
665531307NOGNORTHERN OIL & GAS INC$41,2030.03%1,363CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC$41,1490.03%850CommonSOLE
03076C106AMPAMERIPRISE FINL INC$41,1490.03%85CommonSOLE
808513105SCHWCHARLES SCHWAB CORP$40,8620.03%522CommonSOLE
G23773107CWCOCONSOLIDATED WATER CO F$40,6290.03%1,659CommonSOLE
046224101ASTEASTEC INDS INC$40,1340.03%1,165CommonSOLE
390607109GLDDGREAT LAKES DREDGE & DOC$40,0030.03%4,598CommonSOLE
032797102ANAVEX LIFE SCIENCES COR$39,8280.03%4,642CommonSOLE
819047101SHAKSHAKE SHACK INC CLASS A$39,6770.03%450CommonSOLE
624758108MWAMUELLER WATER PRODUC$39,6040.03%1,558CommonSOLE
830566105SKAASKECHERS U S A INC CLASS A$39,4620.03%695CommonSOLE
464287614IWFISHARES RUSSELL 1000 GROWTH ETF$39,3590.03%109CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC CLASS A$39,1360.03%111CommonSOLE
349853101FWRDUSDFORWARD AIR CORP$38,9750.03%1,940CommonSOLE
81369Y886XLUSELECT SECTOR UTI SELECTSPDR ETF$38,9520.03%494CommonSOLE
68989M202OUSTOUSTER INC CLASS A$38,7220.03%4,312CommonSOLE
413248105HARMONY BIOSCIENCES HLDG$38,5340.03%1,161CommonSOLE
607826104TOPGOLF CALLAWAY BRANDS$38,3670.03%5,822CommonSOLE
26483E104DUN BRADST HLDG INC$38,2990.03%4,284CommonSOLE
754907103RYNRAYONIER INC REIT$38,0840.03%1,366CommonSOLE
50060P106KOPKOPPERS HLDGS INC$38,0800.03%1,360CommonSOLE
864159108RGRSTURM RUGER & CO INC$38,0330.03%968CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$37,5960.03%516CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$37,5140.03%760CommonSOLE
462846106IRON MTN INC NEW REIT$36,5670.03%425CommonSOLE
35909R108ULCCFRONTIER GROUP HLDGS INC$35,4320.03%8,164CommonSOLE
G1144A105BTBTBIT DIGITAL INC. F$35,4270.03%17,538CommonSOLE
403949100DINOHF SINCLAIR CORP$35,2800.03%1,073CommonSOLE
949746101WMT2WELLS FARGO & CO$35,1770.03%490CommonSOLE
165303108CPKCHESAPEAKE UTILS CORP$34,6760.03%270CommonSOLE
699437109PARDEE RES CO$34,5600.03%108CommonSOLE
97717P104WTWISDOMTREE INC$34,3600.03%3,852CommonSOLE
812215200SEGSEAPORT ENTERTAINMEN EQUCLASS EQUITY$33,8150.02%1,575CommonSOLE
052686102ARISTA NETWORKS INC$33,7040.02%435CommonSOLE
171232101CHUBB LTD F$33,2190.02%110CommonSOLE
617446448MSMORGAN STANLEY$33,1340.02%284CommonSOLE
23355L106DXCDXC TECHNOLOGY CO$33,0770.02%1,940CommonSOLE
472319102JEFFERIES FINL GROUP INC$32,9460.02%615CommonSOLE
Y0486S104BROADCOM INC$32,6490.02%195CommonSOLE
345203202FRESHPET INC$32,3530.02%389CommonSOLE
199908104FIXCOMFORT SYS USA INC$32,2330.02%100CommonSOLE
55826T102SPHRSPHERE ENTERTAINMENT A CLASS A$31,7710.02%971CommonSOLE
20564W105COMSCORE INC$31,1970.02%4,541CommonSOLE
085789105BERRY CORP$31,1920.02%9,717CommonSOLE
689648103OTTROTTER TAIL CORP$31,1030.02%387CommonSOLE
00217D100ASTSAST SPACEMOBILE INC CLASS A$30,9490.02%1,361CommonSOLE
037612306APOLLO GLOBAL MGMT INC N$30,8120.02%225CommonSOLE
03969T109ARCTARCTURUS THERAPEUTICS HL$30,5520.02%2,885CommonSOLE
173078726PDD HOLDINGS INC ADR FUNSPONSORED ADR 1 ADR REPS 4 ORD SHS$30,5340.02%258CommonSOLE
074002106BLOOM ENERGY CORP CLASS A$30,5120.02%1,552CommonSOLE
216648402COOPER COS INC$30,3660.02%360CommonSOLE
922908744VTVVANGUARD VALUE ETF$30,2300.02%175CommonSOLE
320517105FHNFIRST HORIZON CORP$30,1010.02%1,550CommonSOLE
803607100SRPTSAREPTA THERAPEUTICS INC$29,9320.02%469CommonSOLE
G3163G104CORE NAT RES INC$29,8380.02%387CommonSOLE
33829M101FIVEFIVE BELOW INC$29,2980.02%391CommonSOLE
921946406VYMVANGUARD HIGH DIVIDEND YIELD ETF$29,2740.02%227CommonSOLE
053484101AVBAVALONBAY CMNTYS INC REIT$28,9740.02%135CommonSOLE
292671708UUUUENERGY FUELS INC F$28,8220.02%7,727CommonSOLE
96328L2052CHWHEELS UP EXPERIENCE INCCLASS A$27,2000.02%26,931CommonSOLE
461147100INTTINTEST CORP$27,0930.02%3,876CommonSOLE
263534109DUPONT DE NEMOURS INC$26,5110.02%355CommonSOLE
03072A203ARES MGMT CORP CLASS A$26,3900.02%180CommonSOLE
464287432TLTISHARES 20 PLS YEAR TREASURY BND ETF$26,2170.02%288CommonSOLE
46436E866ISHARES IBONDS TERM TREASURY ETF IV$26,1980.02%1,121CommonSOLE
608190104MHKMOHAWK INDS INC$26,1470.02%229CommonSOLE
40415F101HDBHDFC BK LTD FSPONSORED ADR 1 ADR REPS 3 ORD SHS$24,9150.02%375CommonSOLE
90385V107UCTTULTRA CLEAN HLDGS INC$24,9000.02%1,163CommonSOLE
209115104EDCONSOLIDATED EDISON INC$24,8830.02%225CommonSOLE
525327102LDOSLEIDOS HLDGS INC$24,8290.02%184CommonSOLE
03743Q108APAAPA CORP$24,2780.02%1,155CommonSOLE
04010E109AGXARGAN INC$24,2660.02%185CommonSOLE
90348R102UBSFYUBISOFT ENTMT SA FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS$23,8690.02%10,114CommonSOLE
45104G104IBNICICI BK LTD FSPONSORED ADR 1 ADR REPS 2 ORD SHS$23,6400.02%750CommonSOLE
08975B109BBAIBIGBEAR AI HLDGS INC$23,4980.02%8,216CommonSOLE
73935A104INVESCO QQQ TRUST$23,4460.02%50CommonSOLE
61748A874DROPBOX INC CLASS A$23,3710.02%875CommonSOLE
00086T103ACM RESH INC CLASS A$23,3400.02%1,000CommonSOLE
H89231338UBS GROUP AG F$23,2790.02%760CommonSOLE
86887Q109SSSSSURO CAPITAL CORP$23,2100.02%4,670CommonSOLE
81369Y860XLREREAL ESTATE SELECT SCTR SPDR ETF$23,1430.02%553CommonSOLE
008073108AVAVAEROVIRONMENT INC$23,1230.02%194CommonSOLE
30161N101EXCEXELON CORP$23,0400.02%500CommonSOLE
64110W102NTESNETEASE INC FSPONSORED ADR 1 ADR REPS 5 ORD SHS$22,6420.02%220CommonSOLE
911363109URIUNITED RENTALS INC$22,5610.02%36CommonSOLE
046353108AZNNASTRAZENECA PLC FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS$22,0500.02%300CommonSOLE
21044C107ROADCONSTRUCTION PARTNERS INCLASS A$21,5610.02%300CommonSOLE
718546104PSXPHILLIPS 66$21,3620.02%173CommonSOLE
46436E726IBDVISHARES IBND DEC 2030 TRM CORP ETF$21,0680.02%970CommonSOLE
46436E486IBDWISHARES IBOND DEC 2031 TRM CRP ETF$21,0610.02%1,015CommonSOLE
46436E312IBDXISHARES IBONDS DEC 2032 TM CRP ETF$21,0420.02%842CommonSOLE
46438G414IBGBISHARES IBONDS TERM TREASURY ETF IV$21,0080.02%937CommonSOLE
46436E858IBTGISHARES IBONDS TERM TREASURY ETF$20,9900.02%915CommonSOLE
88688T100TLRYEURTILRAY BRANDS INC$20,3130.01%30,778CommonSOLE
24702R101DELL TECHNOLOGIES INC CLASS C$20,0530.01%220CommonSOLE
374275105GETYGETTY IMAGES HLDGS INC CLASS A$19,9350.01%11,523CommonSOLE
31946M202FCNCBFIRST CTZNS BANCSHARES ICLASS B$19,8600.01%12CommonSOLE
390752103GLOBE LIFE INC$19,7580.01%150CommonSOLE
74915M100QVCAUSDQVC GROUP INC SER A$19,7320.01%98,661CommonSOLE
018522300AEBAALLETE INC$19,7100.01%300CommonSOLE
73935X229INVESCO FINANCIAL PREFERRED ETF$19,2780.01%1,350CommonSOLE
78464A680SPDR BLOOMBERG 1 3 MNTH T BLL ETF$19,2630.01%210CommonSOLE
318672706FBPFIRST BANCORP P R F$19,1700.01%1,000CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$18,8050.01%560CommonSOLE
745867101PHMPULTEGROUP INC$18,7100.01%182CommonSOLE
682680103OKEONEOK INC NEW$18,0580.01%182CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$17,9080.01%325CommonSOLE
78355W106INVESCO S&P 500 EQUAL WEIGHT ETF$17,6690.01%102CommonSOLE
31810T101FINVFINVOLUTION GROUP FSPONSORED ADR 1 ADR REPS 5 ORD SHS$17,4780.01%1,815CommonSOLE
143658300CCL1EURCARNIVAL CORP F$17,2840.01%885CommonSOLE
75886F107REGNREGENERON PHARMACEUTICAL$17,1240.01%27CommonSOLE
47215P106JDJD COM INC FSPONSORED ADR 1 ADR REPS 2 ORD SHS$17,0650.01%415CommonSOLE
881624209TEVATEVA PHARMACEUTICAL IN FSPONSORED ADR 1 ADR REPS 1 ORD SHS$17,0610.01%1,110CommonSOLE
35953D104FUBOGBPFUBOTV INC$16,9830.01%5,816CommonSOLE
464287515IGVISHARES EXPANDED TECH STW SCTR ETF$16,9080.01%190CommonSOLE
04965M106ATATATOUR LIFESTYLE HLDGS FUNSPONSORED ADR 1 ADR REPS 3 ORD SHS$16,8680.01%595CommonSOLE
88033G407THCTENET HEALTHCARE CORP$16,8130.01%125CommonSOLE
78464A714XRTSPDR S&P RETAIL ETF$16,5820.01%240CommonSOLE
110448107BTIBRITISH AMERN TOB PLC FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS$16,5480.01%400CommonSOLE
35969L108YMMFULL TRUCK ALLIANCE CO FUNSPONSORED ADR 1 ADR REPS 20 ORD SHS$16,2180.01%1,270CommonSOLE
88557W101QFINQIFU TECHNOLOGY INC FUNSPONSORED ADR 1 ADR REPS 2 ORD SHS$16,1680.01%360CommonSOLE
646025106NJRNEW JERSEY RES CORP$15,9450.01%325CommonSOLE
464288588MBBISHARES MBS ETF$15,7550.01%168CommonSOLE
97717X628WISDOMTREE FLOATING RATETREASRY ETF$15,6530.01%311CommonSOLE
88034P109TMETENCENT MUSIC ENTMT GR FSPONSORED ADR 1 ADR REPS 2 ORD SHS$15,4910.01%1,075CommonSOLE
38059T106GFIGOLD FIELDS LTD NEW FSPONSORED ADR 1 ADR REPS 1 ORD SHS$15,0210.01%680CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$14,7930.01%88CommonSOLE
464288687PFFISHARES PREFERRED INCOMESEC ETF$14,5970.01%475CommonSOLE
496902404KGCKINROSS GOLD CORP F$14,5020.01%1,150CommonSOLE
87612G101TRGPTARGA RES CORP$14,2330.01%71CommonSOLE
7495271071RGREV GROUP INC$14,2200.01%450CommonSOLE
450913108IAGIAMGOLD CORP F$14,0630.01%2,250CommonSOLE
50730R102LI AUTO INC FUNSPONSORED ADR 1 ADR REPS 2 ORD SHS$13,9860.01%555CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$13,7380.01%90CommonSOLE
382550101GTGOODYEAR TIRE & RUBR CO$13,5370.01%1,465CommonSOLE
159864107CRLCHARLES RIV LABORATORIES$13,3960.01%89CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES IN$13,3960.01%64CommonSOLE
42751Q105HESAYHERMES INTL SCA FSPONSORED ADR 1 ADR REPS 0.1 ORD SHS$13,3640.01%51CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INCCLASS A$13,2280.01%110CommonSOLE
65341D102NXRTNEXPOINT RESIDENTIAL TR REIT$13,1630.01%333CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$13,0890.01%73CommonSOLE
03938L104ARCELORMITTAL FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS$12,9830.01%450CommonSOLE
20030N101CMCSACOMCAST CORP NEW CLASS A$12,9150.01%350CommonSOLE
904311107UAAUNDER ARMOUR INC CLASS C$12,8370.01%2,107CommonSOLE
109641100EATBRINKER INTL INC$12,6690.01%85CommonSOLE
69351T106PPLPPL CORP$12,6390.01%350CommonSOLE
30249U101TECHNIPFMC PLC F$12,5180.01%395CommonSOLE
035710409ANNTAYLORANNALY CAP MGMT INC REIT$12,2880.01%605CommonSOLE
984245100YPFYPF SOCIEDAD ANONIMA FSPONSORED ADR 1 ADR REPS 1 ORD SHS$12,2640.01%350CommonSOLE
60871R209TAPMOLSON COORS BEVERAG B CLASS B$12,1740.01%200CommonSOLE
40637H109HALOHALOZYME THERAPEUTICS IN$12,1240.01%190CommonSOLE
04247X102AWIARMSTRONG WORLD INDS INC$12,1160.01%86CommonSOLE
912008109USFDUS FOODS HLDG CORP$12,1100.01%185CommonSOLE
48581R205KSPIKASPI KZ JSC FSPONSORED ADR 1 ADR REPS 1 ORD SHS$12,0710.01%130CommonSOLE
482497104BEKEKE HLDGS INC SPONSORED FSPONSORED ADR 1 ADR REPS 3 ORD SHS$12,0540.01%600CommonSOLE
92763W103VIPSVIPSHOP HLDGS LTD FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS$11,8380.01%755CommonSOLE
526107107LIILENNOX INTL INC$11,7770.01%21CommonSOLE
36117F100FUTU HLDGS LTD FUNSPONSORED ADR 1 ADR REPS 8 ORD SHS$11,7700.01%115CommonSOLE
918255100VISTA ENERGY SAB DE AD FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS$11,6400.01%250CommonSOLE
86764P109SUNOCO LP LP$11,6120.01%200CommonSOLE
36467J108GLPIGAMING & LEISURE PPTYS IREIT$11,5980.01%228CommonSOLE
30161Q104EXELEXELIXIS INC$11,4450.01%310CommonSOLE
198516106COLMCOLUMBIA SPORTSWEAR CO$11,3540.01%150CommonSOLE
00508Y102AYIACUITY INC.$10,7970.01%41CommonSOLE
879274108TRIP COM GROUP LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS$10,6180.01%167CommonSOLE
920253101VMIVALMONT INDS INC$10,5590.01%37CommonSOLE
518415104LSCCLATTICE SEMICONDUCTOR CO$10,4900.01%200CommonSOLE
92334N103VEOEYVEOLIA ENVIRONNEMENT FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS$10,3380.01%600CommonSOLE
464287507IJHISHARES CORE S&P MID CAPETF$10,2110.01%175CommonSOLE
46591M109JOYYJOYY INC FSPONSORED ADR 1 ADR REPS 20 ORD SHS$10,0750.01%240CommonSOLE
761152107RMDRESMED INC$10,0730.01%45CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$10,0700.01%23CommonSOLE
00214Q104ARKKARK INNOVATION ETF IV$9,9920.01%210CommonSOLE
G0408V102AON PLC FCLASS A$9,9770.01%25CommonSOLE
464289180EUFNISHARES MSCI EUROPE FINANCIALS ETF$9,8860.01%347CommonSOLE
G5876H105MRVLEURMARVELL TECHNOLOGY INC$9,8510.01%160CommonSOLE
313747206FEDERAL RLTY INVT TR NEWREIT$9,7820.01%100CommonSOLE
92936U109WPCW P CAREY INC REIT$9,7810.01%160CommonSOLE
34354P105FLSFLOWSERVE CORP$9,5240.01%195CommonSOLE
66981J102MNSOMINISO GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 4 ORD SHS$9,4300.01%510CommonSOLE
43010E404HFROHIGHLAND OPRNT AND INCOM$9,3600.01%1,800CommonSOLE
235851102DHRDANAHER CORP$9,2250.01%45CommonSOLE
09255X100XFRAXBLACKROCK FLOAT RATE INC$8,9150.01%690CommonSOLE
87936R106TELEFONICA BRASIL SA FSPONSORED ADR 1 ADR REPS 1 ORD SHS$8,7200.01%1,000CommonSOLE
011659109ALKALASKA AIR GROUP INC$8,6140.01%175CommonSOLE
86800U104SMCIUSDSUPER MICRO COMPUTER INC$8,2180.01%240CommonSOLE
98138H101WDAYWORKDAY INC CLASS A$8,1740.01%35CommonSOLE
03762U105ARIAPOLLO COML REAL ESTATE REIT$8,1350.01%850CommonSOLE
61762V804MORGAN STANL 4.875 PFDPFD SER L$8,1320.01%400CommonSOLE
80687P106SBGSYSCHNEIDER ELEC SA FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS$7,9900.01%174CommonSOLE
12572Q105CMECME GROUP INC CLASS A$7,9590.01%30CommonSOLE
444859102HUMHUMANA INC$7,9380.01%30CommonSOLE
665859856NORTHERN TRUST 4.7 PFDPFD SER E$7,9040.01%400CommonSOLE
713755106PERFORMANCE FOOD GROUP C$7,8630.01%100CommonSOLE
003009107ABRDN ASIA PACIFIC INCOM$7,8500.01%500CommonSOLE
N51488117MOBILEYE GLOBAL INC CLASS A$7,5600.01%525CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC REIT$7,4250.01%50CommonSOLE
461202103INTUINTUIT$7,3680.01%12CommonSOLE
464287291IXNISHARES GLOBAL TECH ETF$7,2710.01%96CommonSOLE
61744Y231MILLROSE PPTYS INC CLASS A$7,1580.01%270CommonSOLE
464287804IJRISHARES CORE S&P SMALL CAP ETF$7,1110.01%68CommonSOLE
58155Q103MCKMCKESSON CORP$6,7300.00%10CommonSOLE
57060U316VANECK BDC INCOME ETF$6,7040.00%400CommonSOLE
921943858VEAVANGUARD FTSE DEVELOPED MARKETS ETF$6,4550.00%127CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$6,2480.00%219CommonSOLE
G93A5A101VIKVIKING HLDGS LTD F$5,9630.00%150CommonSOLE
571903202MARMARRIOTT INTL INC NEW CLASS A$5,9550.00%25CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$5,9210.00%25CommonSOLE
98400T106XAI OCTGON FLOAT RTE ALT$5,9100.00%1,000CommonSOLE
691497309OXMOXFORD INDS INC F$5,8670.00%100CommonSOLE
27828N102XETYXEATON VANCE TAX MGD DVF$5,7040.00%400CommonSOLE
67072T108JFRNUVEEN FLOATING RATE INC$5,6410.00%666CommonSOLE
18383Q507INVSC S P GLOBAL WATER INDEX ETF$5,5690.00%100CommonSOLE
16411R208LNGCHENIERE ENERGY INC$5,5540.00%24CommonSOLE
08344M101SOLVENTUM CORP$5,5510.00%73CommonSOLE
741437305PERMIAN RES CORP CLASS A$5,5400.00%400CommonSOLE
535919500LGF/BEURLIONS GATE ENTMT CORP FCLASS B$5,5040.00%695CommonSOLE
37045V100GMGENERAL MTRS CO$5,4080.00%115CommonSOLE
26203D101BNY MELLON MNCPL BND INF$5,2850.00%500CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$5,2360.00%140CommonSOLE
44486Q103HUMAHUMACYTE INC$5,1300.00%3,000CommonSOLE
26875P101EOGEOG RES INC$5,1300.00%40CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$5,1210.00%30CommonSOLE
456837103INGING GROEP ADR REP 1 AD FSPONSORED ADR 1 ADR REPS 1 ORD SHS$5,0150.00%256CommonSOLE
46428Q109SLVISHARES SILVER TRUST ETF$4,9580.00%160CommonSOLE
875939209TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHS$4,9160.00%76CommonSOLE
69374H741SRVRPACER DATA AND INFRA REAL EST ETF$4,8430.00%165CommonSOLE
910047109UALUNITED AIRLINES HLDG$4,8340.00%70CommonSOLE
46269C102IRDMIRIDIUM COMMUNICATIONS I$4,7810.00%175CommonSOLE
80004C101SANDISK CORP$4,7610.00%100CommonSOLE
780259305SHELSHELL PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS$4,6900.00%64CommonSOLE
863667101SYKSTRYKER CORP$4,4670.00%12CommonSOLE
H5919C104ONONON HLDG AG FCLASS A$4,3920.00%100CommonSOLE
48203R104JNPJUNIPER NETWORKS INC$4,3430.00%120CommonSOLE
478366107JOHNSON CONTROLS INT F$4,3260.00%54CommonSOLE
690742101OCOWENS CORNING NEW$4,2850.00%30CommonSOLE
464289438IWYISHARES RUSSELL TOP 200 GROWTH ETF$4,2190.00%20CommonSOLE
29359U208ENSTAR GROUP LIM 7 PFD$4,0540.00%200CommonSOLE
42809H107HESHESS CORP$3,9930.00%25CommonSOLE
172967424CCITIGROUP INC$3,9750.00%56CommonSOLE
963320106WHRWHIRLPOOL CORP$3,9660.00%44CommonSOLE
693506107PPGPPG INDS INC$3,9370.00%36CommonSOLE
052769106ADSKAUTODESK INC$3,9270.00%15CommonSOLE
929297109ADVANCED DRAIN SYS INC D$3,9110.00%36CommonSOLE
88160R101TSLATESLA INC$3,8870.00%15CommonSOLE
02503X105AGNC INVT CORP REIT$3,8320.00%400CommonSOLE
398905109GPIGROUP 1 AUTOMOTIVE INC$3,8200.00%10CommonSOLE
07831C103BRBRBELLRING BRANDS INC$3,7230.00%50CommonSOLE
922908736VUGVANGUARD GROWTH ETF$3,7080.00%10CommonSOLE
90130A200FOX CORP CLASS B$3,6900.00%70CommonSOLE
921937835BNDVANGUARD TOTAL BOND MARKET ETF$3,6730.00%50CommonSOLE
74762E110QUANTA SVCS INC$3,5590.00%14CommonSOLE
576323109MTZMASTEC INC$3,5010.00%30CommonSOLE
45259A209NACPIMPACT SHARS NAACP MINORI EMPWER ETF$3,3860.00%85CommonSOLE
Y3262R118HOEGH LNG PAR 8.75 PFDPFD SER A$3,3800.00%200CommonSOLE

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.