MondegarAI
CATALYST FINANCIAL PARTNERS LLC

Q3 2025 · 13F-HR

CATALYST FINANCIAL PARTNERS LLCholdings as filed

Filed 2025-11-12 · accession 0001927537-25-000008

$829.1M
Reported value
316
Positions
2025-09-30
Period end
View analyzed profile →PRO

The Brief · CATALYST FINANCIAL PARTNERS LLC · Q3 2025

AI · grounded in 13F

CATALYST FINANCIAL PARTNERS LLC established a new position in IVV valued at $121.6M. The fund also initiated a new stake in STT for $121M and added IEFA with a $56.5M investment. Other new positions include IJR at $29.6M, IJH at $29M, and AAPL at $26.1M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$121.6M14.7%181,648CommonNONE
857477103STTSTATE STR CORP$121.0M14.6%1,042,958CommonNONE
46432F842IEFAISHARES TR$56.5M6.82%647,676CommonNONE
464287804IJRISHARES TR$29.6M3.56%248,691CommonNONE
464287507IJHISHARES TR$29.0M3.50%445,011CommonNONE
037833100AAPLAPPLE INC$26.1M3.14%102,392CommonNONE
67066G104NVDANVIDIA CORPORATION$25.8M3.11%138,019CommonNONE
594918104MSFTMICROSOFT CORP$23.4M2.83%45,227CommonNONE
464287226AGGISHARES TR$22.7M2.74%226,482CommonNONE
41653L305HTRBHARTFORD FDS EXCHANGE TRADED$20.9M2.52%610,053CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$18.0M2.17%26,972CommonNONE
71377E105PFMTUSDPERFORMANT HEALTHCARE INC$16.8M2.03%2,176,865CommonNONE
46434G103IEMGISHARES INC$14.6M1.76%221,613CommonNONE
023135106AMZNAMAZON COM INC$12.1M1.46%55,020CommonNONE
02079K107GOOGALPHABET INC$8.4M1.02%34,647CommonNONE
11135F101AVGOBROADCOM INC$8.1M0.98%24,692CommonNONE
464288414MUBISHARES TR$7.9M0.95%73,916CommonNONE
02079K305GOOGLALPHABET INC$7.9M0.95%32,339CommonNONE
30303M102METAMETA PLATFORMS INC$7.2M0.87%9,769CommonNONE
46435G268SMMDISHARES TR$7.0M0.85%95,148CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$6.5M0.78%20,463CommonNONE
88160R101TSLATESLA INC$5.3M0.64%11,934CommonNONE
902673102UFPTUFP TECHNOLOGIES INC$5.3M0.64%26,462CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$5.3M0.63%10,454CommonNONE
464287465EFAISHARES TR$5.0M0.60%53,219CommonNONE
478160104JNJJOHNSON & JOHNSON$4.1M0.49%21,887CommonNONE
742718109PGPROCTER AND GAMBLE CO$4.0M0.48%25,975CommonNONE
532457108LLYELI LILLY & CO$3.9M0.48%5,166CommonNONE
494368103KMBKIMBERLY-CLARK CORP$3.5M0.43%28,428CommonNONE
922908769VTIVANGUARD INDEX FDS$3.5M0.42%10,718CommonNONE
922907746VTEBVANGUARD MUN BD FDS$3.4M0.41%67,748CommonNONE
30231G102XOMEXXON MOBIL CORP$3.3M0.40%29,477CommonNONE
92826C839VVISA INC$3.2M0.39%9,426CommonNONE
00287Y109ABBVABBVIE INC$3.1M0.38%13,448CommonNONE
64110L106NFLXNETFLIX INC$2.8M0.34%2,317CommonNONE
931142103WMTWALMART INC$2.8M0.33%26,714CommonNONE
464287499IWRISHARES TR$2.6M0.32%27,182CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$2.4M0.29%2,576CommonNONE
718172109PMPHILIP MORRIS INTL INC$2.4M0.29%14,663CommonNONE
149123101CATCATERPILLAR INC$2.2M0.27%4,691CommonNONE
68389X105ORCLORACLE CORP$2.1M0.25%7,497CommonNONE
57636Q104MAMASTERCARD INCORPORATED$2.1M0.25%3,700CommonNONE
437076102HDHOME DEPOT INC$2.0M0.24%4,999CommonNONE
464288240ACWXISHARES TR$2.0M0.24%31,000CommonNONE
369604301GEGE AEROSPACE$1.9M0.23%6,251CommonNONE
75513E101RTXRTX CORPORATION$1.9M0.22%11,081CommonNONE
166764100CVXCHEVRON CORP NEW$1.8M0.22%11,714CommonNONE
060505104BACBANK AMERICA CORP$1.8M0.22%35,013CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$1.8M0.22%5,181CommonNONE
14020X104CGGOCAPITAL GROUP GBL GROWTH EQT$1.8M0.21%51,816CommonNONE
78467V103RLYSSGA ACTIVE ETF TR$1.7M0.20%54,303CommonNONE
747525103QCOMQUALCOMM INC$1.7M0.20%9,956CommonNONE
17275R102CSCOCISCO SYS INC$1.7M0.20%24,196CommonNONE
G29183103ETNEATON CORP PLC$1.6M0.20%4,350CommonNONE
191216100KOCOCA COLA CO$1.6M0.19%23,618CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$1.6M0.19%28,848CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.5M0.19%5,457CommonNONE
00971T101AKAMAKAMAI TECHNOLOGIES INC$1.5M0.19%20,324CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.4M0.17%7,927CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$1.4M0.17%6,701CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$1.4M0.17%23,303CommonNONE
464287655IWMISHARES TR$1.3M0.16%5,577CommonNONE
79466L302CRMSALESFORCE INC$1.3M0.16%5,506CommonNONE
808513105SCHWSCHWAB CHARLES CORP$1.3M0.16%13,505CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$1.3M0.15%1,613CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$1.3M0.15%3,886CommonNONE
58933Y105MRKMERCK & CO INC$1.3M0.15%15,200CommonNONE
743315103PGRPROGRESSIVE CORP$1.3M0.15%5,089CommonNONE
882508104TXNTEXAS INSTRS INC$1.2M0.15%6,781CommonNONE
78468R622JNKSPDR SERIES TRUST$1.2M0.15%12,681CommonNONE
002824100ABTABBOTT LABS$1.2M0.15%9,145CommonNONE
548661107LOWLOWES COS INC$1.2M0.14%4,742CommonNONE
617446448MSMORGAN STANLEY$1.2M0.14%7,491CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$1.2M0.14%7,350CommonNONE
580135101MCDMCDONALDS CORP$1.2M0.14%3,863CommonNONE
81762P102NOWSERVICENOW INC$1.2M0.14%1,270CommonNONE
038222105AMATAPPLIED MATLS INC$1.1M0.14%5,614CommonNONE
872540109TJXTJX COS INC NEW$1.1M0.13%7,667CommonNONE
09290D101BLKBLACKROCK INC$1.1M0.13%939CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$1.1M0.13%7,908CommonNONE
443201108HWMHOWMET AEROSPACE INC$1.1M0.13%5,513CommonNONE
949746101WMT2WELLS FARGO CO NEW$1.1M0.13%12,607CommonNONE
G54950103LINLINDE PLC$1.1M0.13%2,222CommonNONE
921937835BNDVANGUARD BD INDEX FDS$1.0M0.12%13,735CommonNONE
464287309IVWISHARES TR$1.0M0.12%8,397CommonNONE
00206R102TAT&T INC$1.0M0.12%35,888CommonNONE
458140100INTCINTEL CORP$1.0M0.12%30,162CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$982,3230.12%2,328CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$974,0670.12%2,178CommonNONE
36828A101GEVGE VERNOVA INC$972,7720.12%1,582CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$963,9270.12%9,839CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$944,4460.11%1,550CommonNONE
47233W109JEFJEFFERIES FINL GROUP INC$940,0850.11%14,370CommonNONE
595112103MUMICRON TECHNOLOGY INC$935,8210.11%5,593CommonNONE
713448108PEPPEPSICO INC$931,6790.11%6,634CommonNONE
922908751VBVANGUARD INDEX FDS$929,9020.11%3,657CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$928,6740.11%172CommonNONE
025816109AXPAMERICAN EXPRESS CO$927,3910.11%2,792CommonNONE
65339F101NEENEXTERA ENERGY INC$924,2240.11%12,243CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$893,4070.11%1,842CommonNONE
02209S103MOALTRIA GROUP INC$867,4340.10%13,131CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$865,6420.10%19,696CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$861,6180.10%7,992CommonNONE
482480100KLACKLA CORP$851,0150.10%789CommonNONE
219350105GLWCORNING INC$839,9050.10%10,239CommonNONE
56585A102MPCMARATHON PETE CORP$838,8040.10%4,352CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$836,2950.10%31,750CommonNONE
464287119ILCGISHARES TR$818,7550.10%7,850CommonNONE
031162100AMGNAMGEN INC$816,6870.10%2,894CommonNONE
461202103INTUINTUIT$801,7360.10%1,174CommonNONE
464289438IWYISHARES TR$801,2470.10%2,928CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$797,9300.10%8,173CommonNONE
438516106HONHONEYWELL INTL INC$796,1110.10%3,782CommonNONE
872590104TMUST-MOBILE US INC$784,2090.09%3,276CommonNONE
464287408IVEISHARES TR$776,8910.09%3,762CommonNONE
14040H105COFCAPITAL ONE FINL CORP$772,7280.09%3,635CommonNONE
863667101SYKSTRYKER CORPORATION$759,3020.09%2,054CommonNONE
58155Q103MCKMCKESSON CORP$748,5910.09%969CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$744,3160.09%2,536CommonNONE
244199105DEDEERE & CO$741,6760.09%1,622CommonNONE
655844108NSCNORFOLK SOUTHN CORP$741,4120.09%2,468CommonNONE
907818108UNPUNION PAC CORP$739,6020.09%3,129CommonNONE
235851102DHRDANAHER CORPORATION$722,8560.09%3,646CommonNONE
929740108WABWABTEC$718,0840.09%3,582CommonNONE
254687106DISDISNEY WALT CO$715,6250.09%6,250CommonNONE
H1467J104CBCHUBB LIMITED$713,2460.09%2,527CommonNONE
78409V104SPGIS&P GLOBAL INC$711,0830.09%1,461CommonNONE
032095101APHAMPHENOL CORP NEW$707,7260.09%5,719CommonNONE
46090E103QQQINVESCO QQQ TR$692,2270.08%1,153CommonNONE
969457100WMBWILLIAMS COS INC$669,5460.08%10,569CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$668,8690.08%5,405CommonNONE
172908105CTASCINTAS CORP$663,6060.08%3,233CommonNONE
03076C106AMPAMERIPRISE FINL INC$657,7840.08%1,339CommonNONE
922908744VTVVANGUARD INDEX FDS$654,9530.08%3,512CommonNONE
369550108GDGENERAL DYNAMICS CORP$645,8540.08%1,894CommonNONE
00724F101ADBEADOBE INC$640,9470.08%1,817CommonNONE
20825C104COPCONOCOPHILLIPS$640,5630.08%6,772CommonNONE
922908363VOOVANGUARD INDEX FDS$633,8130.08%1,035CommonNONE
464287168DVYISHARES TR$623,6770.08%4,389CommonNONE
609207105MDLZMONDELEZ INTL INC$620,3900.07%9,931CommonNONE
512807306LRCXLAM RESEARCH CORP$615,4040.07%4,596CommonNONE
032654105ADIANALOG DEVICES INC$614,4960.07%2,501CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$611,0130.07%1,246CommonNONE
25746U109DDOMINION ENERGY INC$609,5590.07%9,965CommonNONE
172967424CCITIGROUP INC$608,2900.07%5,993CommonNONE
46436E718SGOVISHARES TR$605,4080.07%6,012CommonNONE
126408103CSXCSX CORP$592,9100.07%16,697CommonNONE
040413205ANETARISTA NETWORKS INC$584,8800.07%4,014CommonNONE
009158106APDAIR PRODS & CHEMS INC$579,8030.07%2,126CommonNONE
G87052109TELTE CONNECTIVITY PLC$577,1440.07%2,629CommonNONE
46434G764EMXCISHARES INC$576,6700.07%8,542CommonNONE
464287234EEMISHARES TR$563,7440.07%10,557CommonNONE
231021106CMICUMMINS INC$560,4850.07%1,327CommonNONE
92840M102VSTVISTRA CORP$548,1840.07%2,798CommonNONE
452308109ITWILLINOIS TOOL WKS INC$541,0770.07%2,075CommonNONE
G5960L103MDTMEDTRONIC PLC$535,9150.06%5,627CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$535,6150.06%2,172CommonNONE
464288158SUBISHARES TR$531,1240.06%4,974CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$526,1890.06%20,466CommonNONE
375558103GILDGILEAD SCIENCES INC$522,4770.06%4,707CommonNONE
61774R841EVTRMORGAN STANLEY ETF TRUST$514,5000.06%10,000CommonNONE
94106L109WMWASTE MGMT INC DEL$510,7800.06%2,313CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$509,3150.06%3,023CommonNONE
46434V621DGROISHARES TR$508,3530.06%7,467CommonNONE
74762E102QUREQUANTA SVCS INC$507,6650.06%1,225CommonNONE
097023105BABOEING CO$506,5530.06%2,347CommonNONE
315912808ONEQFIDELITY COMWLTH TR$503,3170.06%5,647CommonNONE
855244109SBUXSTARBUCKS CORP$502,6090.06%5,941CommonNONE
026874784AIGAMERICAN INTL GROUP INC$501,5560.06%6,386CommonNONE
46137V613PRFINVESCO EXCHANGE TRADED FD T$501,1980.06%11,086CommonNONE
311900104FASTFASTENAL CO$500,0120.06%10,196CommonNONE
464287630IWNISHARES TR$496,1290.06%2,806CommonNONE
922908629VOVANGUARD INDEX FDS$493,7770.06%1,681CommonNONE
539830109LMTLOCKHEED MARTIN CORP$493,7190.06%989CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$489,2670.06%1,602CommonNONE
464287572IOOISHARES TR$485,0800.06%4,042CommonNONE
12572Q105CMECME GROUP INC$483,1000.06%1,788CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$475,6060.06%1,354CommonNONE
697435105PANWPALO ALTO NETWORKS INC$467,7150.06%2,297CommonNONE
717081103PFEPFIZER INC$456,6530.06%17,922CommonNONE
30161N101EXCEXELON CORP$452,3960.05%10,051CommonNONE
45687V106IRINGERSOLL RAND INC$451,6010.05%5,466CommonNONE
G0403H108AONAON PLC$449,6470.05%1,261CommonNONE
46137V233XLGINVESCO EXCHANGE TRADED FD T$442,5010.05%7,693CommonNONE
416515104HIGHARTFORD INSURANCE GROUP INC$438,1410.05%3,285CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$436,2870.05%1,114CommonNONE
91913Y100VLOVALERO ENERGY CORP$430,4170.05%2,528CommonNONE
46428Q109SLVISHARES SILVER TR$423,7000.05%10,000CommonNONE
34959E109FTNTFORTINET INC$422,3340.05%5,023CommonNONE
74340W103PLDPROLOGIS INC.$420,9760.05%3,676CommonNONE
09260D107BXBLACKSTONE INC$419,7780.05%2,457CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$416,6250.05%699CommonNONE
378973507GSATGLOBALSTAR INC$416,4840.05%11,445CommonNONE
29444U700EQIXEQUINIX INC$415,1170.05%530CommonNONE
337738108FISVFISERV INC$408,0630.05%3,165CommonNONE
11271J107BNBROOKFIELD CORP$407,2280.05%5,938CommonNONE
20030N101CMCSACOMCAST CORP NEW$406,0410.05%12,923CommonNONE
40412C101HCAHCA HEALTHCARE INC$405,3160.05%951CommonNONE
871607107SNPSSYNOPSYS INC$403,1000.05%817CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$397,6800.05%1,229CommonNONE
46432F339QUALISHARES TR$393,8630.05%2,025CommonNONE
704326107PAYXPAYCHEX INC$391,6110.05%3,089CommonNONE
464287614IWFISHARES TR$385,0330.05%822CommonNONE
701094104PHPARKER-HANNIFIN CORP$383,6240.05%506CommonNONE
291011104EMREMERSON ELEC CO$380,0940.05%2,898CommonNONE
59156R108METMETLIFE INC$375,8540.05%4,563CommonNONE
95040Q104WELLWELLTOWER INC$375,3410.05%2,107CommonNONE
37045V100GMGENERAL MTRS CO$374,7220.05%6,146CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$373,6100.05%3,398CommonNONE
78464A854SPYMSPDR SERIES TRUST$370,1570.04%4,725CommonNONE
126650100CVSCVS HEALTH CORP$369,8630.04%4,906CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$368,8000.04%1,830CommonNONE
09789C721TAXXBONDBLOXX ETF TRUST$365,8320.04%7,176CommonNONE
88579Y101MMM3M CO$365,6040.04%2,356CommonNONE
842587107SOSOUTHERN CO$364,7700.04%3,849CommonNONE
26884L109EQTEQT CORP$363,9730.04%6,687CommonNONE
902973304USBUS BANCORP DEL$355,2740.04%7,351CommonNONE
871829107SYYSYSCO CORP$351,4270.04%4,268CommonNONE
92204A702VGTVANGUARD WORLD FD$350,1690.04%469CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$349,0610.04%1,815CommonNONE
172062101CINFCINCINNATI FINL CORP$348,6110.04%2,205CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$343,1610.04%1,229CommonNONE
651639106NEMNEWMONT CORP$335,3850.04%3,978CommonNONE
316092840FDVVFIDELITY COVINGTON TRUST$334,6500.04%6,007CommonNONE
824348106SHWSHERWIN WILLIAMS CO$334,1410.04%965CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$329,2300.04%7,300CommonNONE
052769106ADSKAUTODESK INC$324,9760.04%1,023CommonNONE
09290C103DYNFBLACKROCK ETF TRUST$324,1200.04%5,475CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$318,0730.04%1,226CommonNONE
001055102AFLAFLAC INC$310,4140.04%2,779CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$309,1210.04%998CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$307,4230.04%1,530CommonNONE
98978V103ZTSZOETIS INC$306,8330.04%2,097CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$304,8500.04%4,690CommonNONE
125523100CITHE CIGNA GROUP$300,0680.04%1,041CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$290,8890.04%1,550CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$290,7410.04%1,041CommonNONE
03831W108APPAPPLOVIN CORP$290,2900.04%404CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$290,2280.04%7,400CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$288,3560.03%4,284CommonNONE
571903202MARMARRIOTT INTL INC NEW$287,5260.03%1,104CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$285,3670.03%6,669CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$284,8920.03%623CommonNONE
45168D104IDXXIDEXX LABS INC$284,3060.03%445CommonNONE
776696106ROPROPER TECHNOLOGIES INC$283,7550.03%569CommonNONE
464287598IWDISHARES TR$282,3790.03%1,387CommonNONE
22822V101CCICROWN CASTLE INC$280,4000.03%2,906CommonNONE
075887109BDXBECTON DICKINSON & CO$279,0700.03%1,491CommonNONE
278865100ECLECOLAB INC$276,8720.03%1,011CommonNONE
464288448IDVISHARES TR$275,2950.03%7,532CommonNONE
929160109VMCVULCAN MATLS CO$273,4740.03%889CommonNONE
921932828VIOOVANGUARD ADMIRAL FDS INC$272,3090.03%2,465CommonNONE
443510607HUBBHUBBELL INC$271,9560.03%632CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$266,6980.03%3,977CommonNONE
87165B103SYFSYNCHRONY FINANCIAL$265,0880.03%3,731CommonNONE
25253X207DMACDIAMEDICA THERAPEUTICS INC$264,2000.03%38,457CommonNONE
30040W108ESEVERSOURCE ENERGY$263,2180.03%3,700CommonNONE
615369105MCOMOODYS CORP$261,5880.03%549CommonNONE
381430453GHYBGOLDMAN SACHS ETF TR$260,9090.03%5,688CommonNONE
654106103NKENIKE INC$257,7220.03%3,696CommonNONE
78468R788SPYDSPDR SERIES TRUST$256,1240.03%5,821CommonNONE
464288877EFVISHARES TR$255,1760.03%3,762CommonNONE
718546104PSXPHILLIPS 66$253,9490.03%1,867CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$253,3630.03%6,465CommonNONE
892356106TSCOTRACTOR SUPPLY CO$250,3420.03%4,402CommonNONE
194162103CLCOLGATE PALMOLIVE CO$249,3330.03%3,119CommonNONE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$249,2100.03%10,147CommonNONE
031100100AMEAMETEK INC$247,9720.03%1,319CommonNONE
22052L104CTVACORTEVA INC$247,2550.03%3,656CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$245,4860.03%4,112CommonNONE
444859102HUMHUMANA INC$244,0390.03%938CommonNONE
49456B101KMIKINDER MORGAN INC DEL$243,1830.03%8,590CommonNONE
04621X108AIZASSURANT INC$240,2090.03%1,109CommonNONE
526057104LENLENNAR CORP$239,9800.03%1,904CommonNONE
761152107RMDRESMED INC$237,3240.03%867CommonNONE
29250N105ENBENBRIDGE INC$237,2120.03%4,701CommonNONE
808524771FNDXSCHWAB STRATEGIC TR$236,5420.03%8,994CommonNONE
285512109EAELECTRONIC ARTS INC$236,1910.03%1,171CommonNONE
053332102AZOAUTOZONE INC$235,9630.03%55CommonNONE
816851109SRESEMPRA$235,7480.03%2,620CommonNONE
020002101ALLALLSTATE CORP$234,3980.03%1,092CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$230,9630.03%2,053CommonNONE
036752103ELVELEVANCE HEALTH INC FORMERLY$230,7080.03%714CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$228,9780.03%970CommonNONE
629377508NRGNRG ENERGY INC$228,3500.03%1,410CommonNONE
26614N102DDDUPONT DE NEMOURS INC$228,0130.03%2,927CommonNONE
253868103DLRDIGITAL RLTY TR INC$227,5100.03%1,316CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$226,4170.03%6,458CommonNONE
76155X100RVMDREVOLUTION MEDICINES INC$225,4680.03%4,828CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$225,0100.03%357CommonNONE
23331A109DHID R HORTON INC$222,6840.03%1,314CommonNONE
929089100VOYAVOYA FINANCIAL INC$217,9670.03%2,914CommonNONE
31428X106FDXFEDEX CORP$217,4170.03%922CommonNONE
336917109FDLFIRST TR EXCHANGE-TRADED FD$217,0500.03%5,000CommonNONE
25809K105DASHDOORDASH INC$216,5040.03%796CommonNONE
199908104FIXCOMFORT SYS USA INC$216,1970.03%262CommonNONE
773903109ROKROCKWELL AUTOMATION INC$216,0100.03%618CommonNONE
988498101YUMYUM BRANDS INC$215,9920.03%1,421CommonNONE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$214,8700.03%622CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$213,6780.03%10,941CommonNONE
89832Q109TFCTRUIST FINL CORP$213,6040.03%4,672CommonNONE
48251W104KKRKKR & CO INC$212,4680.03%1,635CommonNONE
756109104OREALTY INCOME CORP$211,3670.03%3,477CommonNONE
911363109URIUNITED RENTALS INC$210,0250.03%220CommonNONE
125269100CFCF INDS HLDGS INC$207,5660.03%2,314CommonNONE
64110D104NTAPNETAPP INC$207,5420.03%1,752CommonNONE
345370860FFORD MTR CO$206,0830.02%17,231CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$204,7290.02%899CommonNONE
922908553VNQVANGUARD INDEX FDS$204,5980.02%2,238CommonNONE
893641100TDGTRANSDIGM GROUP INC$202,9750.02%154CommonNONE
278642103EBAYEBAY INC.$201,1810.02%2,212CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$201,0090.02%3,130CommonNONE
05722G100BKRBAKER HUGHES COMPANY$200,2880.02%4,111CommonNONE
00509G209ABOSACUMEN PHARMACEUTICALS INC$153,3850.02%89,699CommonNONE
83304A106SNAPSNAP INC$121,1630.01%15,715CommonNONE
67079X102NDMONUVEEN DYNAMIC MUN OPPORTUNI$107,7240.01%10,368CommonNONE

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.