MondegarAI
CATALYST FINANCIAL PARTNERS LLC

Q1 2026 · 13F-HR

CATALYST FINANCIAL PARTNERS LLCholdings as filed

Filed 2026-05-12 · accession 0001927537-26-000002

$846.9M
Reported value
370
Positions
2026-03-31
Period end
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The Brief · CATALYST FINANCIAL PARTNERS LLC · Q1 2026

AI · grounded in 13F

CATALYST FINANCIAL PARTNERS LLC increased its position in ACWI by 70.7%. The fund also accumulated shares in SMMD by 28.02% and XOM by 16.861%. Conversely, it trimmed its holding in STT by 78.2269% and reduced SPY by 24.5781%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$131.4M15.5%201,127CommonNONE
46432F842IEFAISHARES TR$73.0M8.62%806,398CommonNONE
037833100AAPLAPPLE INC$31.2M3.68%122,851CommonNONE
857477103STTSTATE STR CORP$28.7M3.39%227,089CommonNONE
464287507IJHISHARES TR$28.0M3.31%414,897CommonNONE
67066G104NVDANVIDIA CORPORATION$27.9M3.29%159,811CommonNONE
464287226AGGISHARES TR$27.2M3.21%273,998CommonNONE
464287804IJRISHARES TR$26.8M3.17%215,794CommonNONE
41653L305HTRBHARTFORD FDS EXCHANGE TRADED$24.0M2.83%711,398CommonNONE
594918104MSFTMICROSOFT CORP$18.8M2.22%50,894CommonNONE
46434G103IEMGISHARES INC$18.4M2.17%263,795CommonNONE
023135106AMZNAMAZON COM INC$13.6M1.61%65,479CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$13.3M1.57%20,422CommonNONE
46435G268SMMDISHARES TR$12.5M1.48%164,192CommonNONE
02079K305GOOGLALPHABET INC$11.9M1.41%41,533CommonNONE
02079K107GOOGALPHABET INC$10.3M1.22%36,030CommonNONE
11135F101AVGOBROADCOM INC$9.2M1.09%29,813CommonNONE
464288257ACWIISHARES TR$9.2M1.09%66,551CommonNONE
464288414MUBISHARES TR$9.0M1.06%84,626CommonNONE
30303M102METAMETA PLATFORMS INC$7.0M0.83%12,280CommonNONE
46625H100JPMJPMORGAN CHASE & CO$6.7M0.79%22,670CommonNONE
30231G102XOMEXXON MOBIL CORP$6.7M0.79%39,284CommonNONE
478160104JNJJOHNSON & JOHNSON$6.3M0.74%25,620CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$5.7M0.67%11,811CommonNONE
532457108LLYELI LILLY & CO$5.4M0.64%5,868CommonNONE
464287465EFAISHARES TR$5.3M0.62%54,099CommonNONE
78467V103RLYSSGA ACTIVE ETF TR$5.2M0.61%142,473CommonNONE
902673102UFPTUFP TECHNOLOGIES INC$5.1M0.60%26,458CommonNONE
88160R101TSLATESLA INC$5.0M0.59%13,540CommonNONE
931142103WMTWALMART INC$4.4M0.52%35,548CommonNONE
92826C839VVISA INC$3.9M0.47%13,051CommonNONE
922908769VTIVANGUARD INDEX FDS$3.9M0.46%12,129CommonNONE
14020X104CGGOCAPITAL GROUP GBL GROWTH EQT$3.9M0.45%115,406CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$3.6M0.43%3,630CommonNONE
149123101CATCATERPILLAR INC$3.6M0.42%5,039CommonNONE
00287Y109ABBVABBVIE INC$3.6M0.42%16,332CommonNONE
166764100CVXCHEVRON CORPORATION$3.3M0.40%16,187CommonNONE
922907746VTEBVANGUARD MUN BD FDS$3.3M0.39%66,795CommonNONE
464287499IWRISHARES TR$2.9M0.35%30,327CommonNONE
64110L106NFLXNETFLIX INC.$2.9M0.34%30,358CommonNONE
742718109PGPROCTER & GAMBLE CO$2.9M0.34%20,077CommonNONE
464288240ACWXISHARES TR$2.8M0.33%40,374CommonNONE
494368103KMBKIMBERLY-CLARK CORP$2.8M0.33%28,588CommonNONE
038222105AMATAPPLIED MATLS INC$2.6M0.31%7,623CommonNONE
718172109PMPHILIP MORRIS INTL INC$2.5M0.30%15,297CommonNONE
17275R102CSCOCISCO SYS INC$2.5M0.30%32,410CommonNONE
75513E101RTXRTX CORPORATION$2.5M0.29%12,909CommonNONE
595112103MUMICRON TECHNOLOGY INC$2.4M0.29%7,206CommonNONE
58933Y105MRKMERCK & CO INC$2.3M0.27%19,218CommonNONE
060505104BACBANK AMERICA CORP$2.2M0.26%45,280CommonNONE
191216100KOCOCA COLA CO$2.1M0.25%27,870CommonNONE
369604301GEGE AEROSPACE$2.1M0.24%7,234CommonNONE
36828A101GEVGE VERNOVA INC$1.9M0.23%2,233CommonNONE
57636Q104MAMASTERCARD INCORPORATED$1.9M0.22%3,788CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$1.9M0.22%9,279CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$1.8M0.21%6,717CommonNONE
872540109TJXTJX COS INC NEW$1.8M0.21%11,237CommonNONE
00971T101AKAMAKAMAI TECHNOLOGIES INC$1.8M0.21%15,519CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$1.7M0.20%31,785CommonNONE
78468R622JNKSPDR SERIES TRUST$1.6M0.19%17,148CommonNONE
437076102HDHOME DEPOT INC$1.6M0.19%4,886CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.6M0.19%10,915CommonNONE
G29183103ETNEATON CORP PLC$1.6M0.19%4,428CommonNONE
458140100INTCINTEL CORP$1.6M0.19%35,663CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$1.6M0.18%24,384CommonNONE
743315103PGRPROGRESSIVE CORP$1.5M0.18%7,818CommonNONE
464288158SUBISHARES TR$1.5M0.18%14,264CommonNONE
20825C104COPCONOCOPHILLIPS$1.5M0.18%11,488CommonNONE
79466L302CRMSALESFORCE INC$1.5M0.18%8,107CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.5M0.17%6,094CommonNONE
512807306LRCXLAM RESEARCH CORP$1.5M0.17%6,876CommonNONE
464287655IWMISHARES TR$1.5M0.17%5,916CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$1.4M0.17%6,692CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$1.4M0.17%1,672CommonNONE
882508104TXNTEXAS INSTRS INC$1.4M0.17%7,274CommonNONE
482480100KLACKLA CORP$1.4M0.17%959CommonNONE
443201108HWMHOWMET AEROSPACE INC$1.4M0.17%6,106CommonNONE
G54950103LINLINDE PLC$1.4M0.16%2,754CommonNONE
548661107LOWLOWES COS INC$1.3M0.16%5,680CommonNONE
747525103QCOMQUALCOMM INC$1.3M0.16%10,388CommonNONE
219350105GLWCORNING INC$1.3M0.16%9,796CommonNONE
617446448MSMORGAN STANLEY$1.3M0.15%7,966CommonNONE
68389X105ORCLORACLE CORP$1.3M0.15%8,750CommonNONE
580135101MCDMCDONALDS CORP$1.3M0.15%4,136CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$1.3M0.15%2,756CommonNONE
808513105SCHWSCHWAB CHARLES CORP$1.3M0.15%13,513CommonNONE
002824100ABTABBOTT LABORATORIES$1.3M0.15%12,352CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$1.3M0.15%24,944CommonNONE
00206R102TAT&T INC$1.2M0.15%43,106CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$1.2M0.14%1,792CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$1.2M0.14%9,300CommonNONE
65339F101NEENEXTERA ENERGY INC$1.2M0.14%13,098CommonNONE
369550108GDGENERAL DYNAMICS CORP$1.2M0.14%3,442CommonNONE
464289438IWYISHARES TR$1.2M0.14%4,656CommonNONE
922908751VBVANGUARD INDEX FDS$1.2M0.14%4,415CommonNONE
713448108PEPPEPSICO INC$1.2M0.14%7,441CommonNONE
12572Q105CMECME GROUP INC$1.1M0.14%3,885CommonNONE
031162100AMGNAMGEN INC$1.1M0.13%3,222CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.1M0.13%2,243CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$1.1M0.13%3,929CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$1.1M0.13%7,916CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$1.1M0.13%258CommonNONE
949746101WMT2WELLS FARGO & CO$1.1M0.13%13,559CommonNONE
56585A102MPCMARATHON PETE CORP$1.1M0.12%4,333CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$1.0M0.12%2,416CommonNONE
808524771FNDXSCHWAB STRATEGIC TR$980,5990.12%35,210CommonNONE
58155Q103MCKMCKESSON CORP$968,3380.11%1,119CommonNONE
032654105ADIANALOG DEVICES INC$959,1920.11%3,015CommonNONE
H1467J104CBCHUBB LTD SWITZ$957,2560.11%2,937CommonNONE
02209S103MOALTRIA GROUP INC$938,6420.11%14,224CommonNONE
929740108WABWABTEC$922,9180.11%3,693CommonNONE
025816109AXPAMERICAN EXPRESS CO$921,9590.11%3,048CommonNONE
09290D101BLKBLACKROCK INC$909,7780.11%946CommonNONE
244199105DEDEERE & CO$908,0400.11%1,612CommonNONE
921937835BNDVANGUARD BD INDEX FDS$901,3540.11%12,240CommonNONE
34959E109FTNTFORTINET INC$881,1050.10%10,782CommonNONE
311900104FASTFASTENAL CO$876,4030.10%18,888CommonNONE
81762P102NOWSERVICENOW INC$876,1290.10%8,380CommonNONE
438516106HONHONEYWELL INTL INC$855,5240.10%3,785CommonNONE
907818108UNPUNION PAC CORP$843,1050.10%3,475CommonNONE
032095101APHAMPHENOL CORP$838,5850.10%6,637CommonNONE
46137V613PRFINVESCO EXCHANGE TRADED FD T$833,9610.10%17,546CommonNONE
464287234EEMISHARES TR$828,8500.10%14,595CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$812,3280.10%8,800CommonNONE
969457100WMBWILLIAMS COS INC$809,9690.10%11,129CommonNONE
20030N101CMCSACOMCAST CORP NEW$807,6120.10%28,130CommonNONE
172967424CCITIGROUP INC$807,4790.10%7,120CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$798,1350.09%11,096CommonNONE
464287408IVEISHARES TR$797,9360.09%3,779CommonNONE
922908629VOVANGUARD INDEX FDS$791,1810.09%2,755CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$785,9940.09%30,655CommonNONE
172908105CTASCINTAS CORP$773,9850.09%4,576CommonNONE
74762E102QUREQUANTA SVCS INC$769,1770.09%1,401CommonNONE
378973507GSATGLOBALSTAR INC$763,4980.09%11,495CommonNONE
375558103GILDGILEAD SCIENCES INC$763,0510.09%5,475CommonNONE
235851102DHRDANAHER CORP DEL$756,6940.09%3,991CommonNONE
464287309IVWISHARES TR$754,8960.09%6,674CommonNONE
464287119ILCGISHARES TR$749,5180.09%7,850CommonNONE
872590104TMUST-MOBILE US INC$748,9670.09%3,566CommonNONE
863667101SYKSTRYKER CORPORATION$746,8850.09%2,273CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$738,5770.09%1,654CommonNONE
209115104EDCONSOLIDATED EDISON INC$734,3120.09%6,488CommonNONE
231021106CMICUMMINS INC$733,8590.09%1,364CommonNONE
78409V104SPGIS&P GLOBAL INC$730,7340.09%1,718CommonNONE
461202103INTUINTUIT$728,1280.09%1,684CommonNONE
G5960L103MDTMEDTRONIC PLC$723,6140.09%8,351CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$722,5370.09%9,621CommonNONE
539830109LMTLOCKHEED MARTIN CORP$721,6420.09%1,194CommonNONE
126408103CSXCSX CORP$718,3750.08%17,500CommonNONE
14040H105COFCAPITAL ONE FINL CORP$716,7670.08%3,929CommonNONE
031100100AMEAMETEK INC$702,0290.08%3,275CommonNONE
46434G764EMXCISHARES INC$698,1080.08%8,875CommonNONE
921910816MGKVANGUARD WORLD FD$696,2990.08%1,895CommonNONE
040413205ANETARISTA NETWORKS INC$695,5490.08%5,665CommonNONE
00724F101ADBEADOBE INC$694,7230.08%2,858CommonNONE
697435105PANWPALO ALTO NETWORKS INC$692,7430.08%4,321CommonNONE
95040Q104WELLWELLTOWER INC$689,2170.08%3,486CommonNONE
25746U109DDOMINION ENERGY INC$688,6750.08%11,140CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$679,6000.08%1,969CommonNONE
922908744VTVVANGUARD INDEX FDS$677,2820.08%3,452CommonNONE
655844108NSCNORFOLK SOUTHN CORP$675,0240.08%2,352CommonNONE
46090E103QQQINVESCO QQQ TR$665,4890.08%1,153CommonNONE
464287168DVYISHARES TR$664,5380.08%4,389CommonNONE
842587107SOSOUTHERN CO$661,9340.08%6,858CommonNONE
717081103PFEPFIZER INC$656,5100.08%23,380CommonNONE
31428X106FDXFEDEX CORP$653,5900.08%1,835CommonNONE
91913Y100VLOVALERO ENERGY CORP$612,2640.07%2,478CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$605,0910.07%13,255CommonNONE
464289420IWXISHARES TR$604,1160.07%6,519CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$596,1900.07%9,830CommonNONE
47233W109JEFJEFFERIES FINANCIAL GROUP IN$594,7420.07%14,411CommonNONE
426281101JKHYHENRY JACK & ASSOC INC$594,5460.07%3,762CommonNONE
911312106UPSUNITED PARCEL SVCS INC$589,3950.07%5,991CommonNONE
651639106NEMNEWMONT CORP$580,2200.07%5,360CommonNONE
80004C200SNDKSANDISK CORP$579,4300.07%912CommonNONE
03076C106AMPAMERIPRISE FINL INC$577,7200.07%1,300CommonNONE
254687106DISDISNEY WALT CO$576,1600.07%5,978CommonNONE
609207105MDLZMONDELEZ INTL INC$573,5760.07%9,951CommonNONE
74340W103PLDPROLOGIS INC.$570,3570.07%4,315CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$562,5810.07%1,441CommonNONE
464287630IWNISHARES TR$554,1720.07%2,923CommonNONE
12503M108CBOECBOE GLOBAL MKTS INC$551,4590.07%1,962CommonNONE
718546104PSXPHILLIPS 66$550,9120.07%3,024CommonNONE
052769106ADSKAUTODESK INC$548,4650.06%2,291CommonNONE
855244109SBUXSTARBUCKS CORP$546,1410.06%6,096CommonNONE
384109104GGGGRACO INC$544,3840.06%6,431CommonNONE
30161N101EXCEXELON CORP$538,7790.06%10,991CommonNONE
009158106APDAIR PRODUCTS AND CHEMICALS I$538,2780.06%1,853CommonNONE
29444U700EQIXEQUINIX INC$536,1910.06%547CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$535,7600.06%8,538CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$535,3130.06%1,584CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$534,1230.06%3,396CommonNONE
46434V621DGROISHARES TR$533,2980.06%7,599CommonNONE
94106L109WMWASTE MGMT INC DEL$531,0450.06%2,311CommonNONE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$527,4670.06%1,868CommonNONE
G87052109TELTE CONNECTIVITY PLC$524,4310.06%2,509CommonNONE
701094104PHPARKER-HANNIFIN CORP$523,7150.06%585CommonNONE
G51502105JCIJOHNSON CONTROLS INTERNATION$514,3720.06%3,928CommonNONE
452308109ITWILLINOIS TOOL WKS INC$512,5110.06%1,969CommonNONE
37045V100GMGENERAL MTRS CO$509,2820.06%6,836CommonNONE
314211103FHIFEDERATED HERMES INC$508,9160.06%8,974CommonNONE
61774R841EVTRMORGAN STANLEY ETF TRUST$507,5000.06%10,000CommonNONE
285512109EAELECTRONIC ARTS INC$506,0050.06%2,482CommonNONE
958102105WDCWESTERN DIGITAL CORP$499,3250.06%1,846CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$495,5560.06%2,439CommonNONE
316092840FDVVFIDELITY COVINGTON TRUST$495,0610.06%8,962CommonNONE
199908104FIXCOMFORT SYS USA INC$492,2990.06%357CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$490,4840.06%1,252CommonNONE
464287572IOOISHARES TR$488,9610.06%4,042CommonNONE
064058100BKBANK NEW YORK MELLON CORP$487,3320.06%4,108CommonNONE
026874784AIGAMERICAN INTL GROUP INC$486,4160.06%6,464CommonNONE
879360105TDYTELEDYNE TECHNOLOGIES INC$480,9830.06%795CommonNONE
315912808ONEQFIDELITY COMWLTH TR$479,4870.06%5,647CommonNONE
40412C101HCAHCA HEALTHCARE INC$477,4990.06%1,009CommonNONE
35671D857FCXFREEPORT MCMORAN INC$473,0620.06%8,048CommonNONE
G4474Y214JHGJANUS HENDERSON GROUP PLC$461,5590.05%8,985CommonNONE
756109104OREALTY INCOME CORP$461,5420.05%7,544CommonNONE
416515104HIGHARTFORD INSURANCE GROUP INC$460,1420.05%3,403CommonNONE
26884L109EQTEQT CORP$457,5720.05%7,190CommonNONE
097023105BABOEING CO$454,5850.05%2,284CommonNONE
020002101ALLALLSTATE CORP$454,4890.05%2,192CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$444,2290.05%1,523CommonNONE
G02602103DOXAMDOCS LTD$440,1790.05%6,745CommonNONE
922908637VVVANGUARD INDEX FDS$439,3100.05%1,470CommonNONE
78464A854SPYMSPDR SERIES TRUST$438,0380.05%5,723CommonNONE
925652109VICIVICI PPTYS INC$437,3930.05%16,010CommonNONE
922908363VOOVANGUARD INDEX FDS$436,8090.05%731CommonNONE
92840M102VSTVISTRA CORP$432,3490.05%2,876CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$431,8000.05%995CommonNONE
78467Y107MDYSTATE STR SPDR S&P MIDCAP 40$431,1150.05%699CommonNONE
45687V106IRINGERSOLL RAND INC$429,4430.05%5,360CommonNONE
571903202MARMARRIOTT INTL INC NEW$417,9950.05%1,278CommonNONE
G0403H108AONAON PLC$412,8360.05%1,279CommonNONE
443510607HUBBHUBBELL INC$405,3510.05%826CommonNONE
11271J107BNBROOKFIELD CORP$402,2720.05%9,940CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$400,9660.05%1,443CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$399,5440.05%5,514CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$397,7370.05%1,308CommonNONE
125523100CITHE CIGNA GROUP$396,9240.05%1,488CommonNONE
921932828VIOOVANGUARD ADMIRAL FDS INC$396,3930.05%3,452CommonNONE
92343E102VRSNVERISIGN INC$394,3960.05%1,588CommonNONE
291011104EMREMERSON ELEC CO$392,3400.05%2,995CommonNONE
92204A702VGTVANGUARD WORLD FD$390,0250.05%559CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$384,0870.05%4,261CommonNONE
194162103CLCOLGATE PALMOLIVE CO$383,1090.05%4,495CommonNONE
03027X100AMTAMERICAN TOWER CORP$381,9200.05%2,213CommonNONE
37959E102GLGLOBE LIFE INC$381,7430.05%2,743CommonNONE
87162W100SNXTD SYNNEX CORPORATION$380,1040.04%2,253CommonNONE
871607107SNPSSYNOPSYS INC$379,8280.04%958CommonNONE
126650100CVSCVS HEALTH CORP$378,4910.04%5,270CommonNONE
172062101CINFCINCINNATI FINL CORP$378,2690.04%2,404CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$372,2170.04%7,397CommonNONE
784117103SEICSEI INVTS CO$368,9660.04%4,702CommonNONE
650111107NYTNEW YORK TIMES CO MTN BE$368,4960.04%4,401CommonNONE
46432F339QUALISHARES TR$367,5080.04%1,916CommonNONE
552848103MTGMGIC INVT CORP WIS$364,6390.04%13,891CommonNONE
776696106ROPROPER TECHNOLOGIES INC$364,1220.04%1,029CommonNONE
09789C721TAXXBONDBLOXX ETF TRUST$362,7830.04%7,176CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$356,9600.04%462CommonNONE
278865100ECLECOLAB INC$353,2750.04%1,328CommonNONE
615369105MCOMOODYS CORP$352,4900.04%808CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$351,2680.04%12,792CommonNONE
464287614IWFISHARES TR$350,5010.04%822CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$349,2030.04%1,269CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$347,3020.04%1,669CommonNONE
882681109TXRHTEXAS ROADHOUSE INC$343,6560.04%2,081CommonNONE
46138J619OMFLINVESCO EXCH TRD SLF IDX FD$342,6240.04%5,699CommonNONE
88579Y101MMM3M CO$342,1620.04%2,356CommonNONE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$336,9340.04%5,492CommonNONE
22052L104CTVACORTEVA INC$333,8350.04%3,988CommonNONE
501044101KRKROGER CO$331,2640.04%4,578CommonNONE
902973304USBUS BANCORP$330,8880.04%6,362CommonNONE
384802104GWWWW GRAINGER INC$327,2430.04%300CommonNONE
871829107SYYSYSCO CORP$326,3350.04%4,575CommonNONE
N07059210ASMLASML HLDG NV$323,6030.04%245CommonNONE
075887109BDXBECTON DICKINSON & CO$323,1080.04%2,055CommonNONE
679580100ODFLOLD DOMINION FREIGHT LINE IN$321,2380.04%1,644CommonNONE
55024U109LITELUMENTUM HLDGS INC$319,7560.04%455CommonNONE
69351T106PPLPPL CORP$318,8170.04%8,346CommonNONE
125269100CFCF INDUSTRIES HOLD$318,7570.04%2,455CommonNONE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$318,5680.04%1,613CommonNONE
59156R108METMETLIFE INC$318,3810.04%4,502CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$317,8470.04%1,704CommonNONE
316773100FITBFIFTH THIRD BANCORP$316,5320.04%6,813CommonNONE
26875P101EOGEOG RES INC$313,5700.04%2,169CommonNONE
806857108SLBSLB LIMITED$312,5540.04%6,082CommonNONE
704326107PAYXPAYCHEX INC$310,3880.04%3,369CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$309,3490.04%2,360CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$305,4450.04%1,761CommonNONE
171779309CIENCIENA CORP$305,1490.04%786CommonNONE
778296103ROSTROSS STORES INC$300,4660.04%1,387CommonNONE
45168D104IDXXIDEXX LABS INC$299,4870.04%533CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$298,3780.04%3,726CommonNONE
03831W108APPAPPLOVIN CORP$298,1020.04%749CommonNONE
247361702DALDELTA AIR LINES INC$294,6390.03%4,432CommonNONE
816851109SRESEMPRA$294,1340.03%3,027CommonNONE
172755100CRUSCIRRUS LOGIC INC$292,2770.03%2,021CommonNONE
260557103DOWDOW HLDGS INC$290,6340.03%6,978CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$288,5120.03%1,455CommonNONE
29084Q100EMEEMCOR GROUP INC$287,9410.03%390CommonNONE
464287598IWDISHARES TR$287,3860.03%1,345CommonNONE
988498101YUMYUM BRANDS INC$287,3270.03%1,848CommonNONE
001055102AFLAFLAC INC$283,4910.03%2,584CommonNONE
48020Q107JLLJONES LANG LASALLE INC$280,2790.03%921CommonNONE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$278,1080.03%469CommonNONE
824348106SHWSHERWIN WILLIAMS CO$277,5960.03%866CommonNONE
609839105MPWRMONOLITHIC PWR SYS INC$275,5240.03%252CommonNONE
49456B101KMIKINDER MORGAN INC DEL$273,1350.03%8,146CommonNONE
464288448IDVISHARES TR$271,4900.03%6,379CommonNONE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$268,3390.03%11,270CommonNONE
78468R788SPYDSPDR SERIES TRUST$264,9720.03%5,821CommonNONE
05722G100BKRBAKER HUGHES COMPANY$264,9570.03%4,340CommonNONE
631103108NDAQNASDAQ INC$264,1780.03%3,112CommonNONE
929160109VMCVULCAN MATLS CO$264,1310.03%970CommonNONE
036752103ELVELEVANCE HEALTH INC FORMERLY$263,7680.03%901CommonNONE
30040W108ESEVERSOURCE ENERGY$262,0860.03%3,783CommonNONE
147528103CASYCASEYS GEN STORES INC$262,0300.03%360CommonNONE
833034101SNASNAP ON INC$261,5180.03%720CommonNONE
25253X207DMACDIAMEDICA THERAPEUTICS INC$260,3540.03%38,457CommonNONE
29250N105ENBENBRIDGE INC$257,1110.03%4,749CommonNONE
09290C103DYNFBLACKROCK ETF TRUST$251,5700.03%4,324CommonNONE
773903109ROKROCKWELL AUTOMATION INC$250,8570.03%699CommonNONE
253868103DLRDIGITAL RLTY TR INC$247,6090.03%1,374CommonNONE
880770102TERTERADYNE INC$247,5470.03%835CommonNONE
693718108PCARPACCAR INC$246,8240.03%2,137CommonNONE
92537N108VRTVERTIV HOLDINGS CO$246,3200.03%983CommonNONE
009066101ABNBAIRBNB INC$246,1200.03%1,949CommonNONE
04621X108AIZASSURANT INC$245,2540.03%1,126CommonNONE
87165B103SYFSYNCHRONY FINANCIAL$244,0560.03%3,588CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$241,5790.03%7,547CommonNONE
03073E105CORCENCORA INC$239,6890.03%763CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$237,3720.03%1,096CommonNONE
337738108FISVFISERV INC$236,4800.03%4,238CommonNONE
09260D107BXBLACKSTONE INC$236,0740.03%2,053CommonNONE
736508847PORPORTLAND GEN ELEC CO$235,6710.03%4,466CommonNONE
89832Q109TFCTRUIST FINL CORP$234,4010.03%5,099CommonNONE
00508Y102AYIACUITY INC$234,2640.03%836CommonNONE
14149Y108CAHCARDINAL HEALTH INC$234,1310.03%1,108CommonNONE
103304101BYDBOYD GAMING CORP$233,3090.03%2,839CommonNONE
45409B560HFXINEW YORK LIFE INVESTMENTS ET$230,1910.03%6,855CommonNONE
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$224,9830.03%3,669CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$224,6210.03%3,989CommonNONE
G3198U102ESNTESSENT GROUP LTD$223,3580.03%3,822CommonNONE
013872106AAALCOA CORP$223,3330.03%3,367CommonNONE
466313103JBLJABIL INC$221,8010.03%835CommonNONE
83088M102SWKSSKYWORKS SOLUTIONS INC$221,1080.03%4,129CommonNONE
381430453GHYBGOLDMAN SACHS ETF TR$220,0960.03%4,938CommonNONE
436440101HO1HOLOGIC INC$218,6820.03%2,893CommonNONE
053332102AZOAUTOZONE INC$216,1780.03%64CommonNONE
98978V103ZTSZOETIS INC$216,0880.03%1,828CommonNONE
55261F104MTBM & T BK CORP$214,7820.03%1,039CommonNONE
25659T107DLBDOLBY LABORATORIES INC$214,4140.03%3,570CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$214,2800.03%364CommonNONE
19247G107COHRCOHERENT CORP$213,1980.03%895CommonNONE
406216101HALHALLIBURTON CO$212,3790.03%5,447CommonNONE
278642103EBAYEBAY INC.$212,0770.03%2,330CommonNONE
05613H308BEDYBNY MELLON ETF TRUST II$211,7870.03%7,797CommonNONE
00509G209ABOSACUMEN PHARMACEUTICALS INC$211,6900.02%89,699CommonNONE
761152107RMDRESMED INC$211,2360.02%941CommonNONE
05550J101BJBJS WHSL CLUB HLDGS INC$210,5200.02%2,139CommonNONE
69370C100PTCPTC INC$204,3310.02%1,434CommonNONE
98138H101WDAYWORKDAY INC$203,3250.02%1,565CommonNONE
337932107FEFIRSTENERGY CORP$203,1470.02%4,010CommonNONE
G6700G107NVTNVENT ELEC PLC$202,7320.02%1,714CommonNONE
64110D104NTAPNETAPP INC$202,2200.02%1,975CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GROUP$201,5660.02%2,490CommonNONE
910047109UALUNITED AIRLS HLDGS INC$201,2650.02%2,186CommonNONE
893641100TDGTRANSDIGM GROUP INC$200,5000.02%173CommonNONE
345370860FFORD MTR CO$166,6840.02%14,444CommonNONE
222070203COTYCOTY INC$21,0190.00%10,457CommonNONE

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.