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Bleakley Financial Group, LLC

Q2 2024 · 13F-HR

Bleakley Financial Group, LLCholdings as filed

Filed 2024-08-12 · accession 0001936953-24-000004

$3.47B
Reported value
1,018
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 1018

CUSIPTickerIssuerValue% port.SharesClassVoting
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58933Y105MRKMERCK & CO INC$20.4M0.59%165,020CommonNONE
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40412C101HCAHCA HEALTHCARE INC$13.5M0.39%42,031CommonNONE
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969457100WMBWILLIAMS COS INC$8.0M0.23%188,825CommonNONE
64110L106NFLXNETFLIX INC$7.9M0.23%11,750CommonNONE
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92189H300EMLCVANECK ETF TRUST$7.8M0.23%328,676CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$7.7M0.22%158,522CommonNONE
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46429B747STIPISHARES TR$7.4M0.21%74,318CommonNONE
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038222105AMATAPPLIED MATLS INC$7.3M0.21%31,052CommonNONE
808524607SCHASCHWAB STRATEGIC TR$7.2M0.21%152,658CommonNONE
464287465EFAISHARES TR$7.2M0.21%92,269CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$7.2M0.21%41,403CommonNONE
33740F888UCONFIRST TR EXCHNG TRADED FD VI$7.1M0.20%288,709CommonNONE
482480100KLACKLA CORP$7.0M0.20%8,491CommonNONE
747525103QCOMQUALCOMM INC$6.9M0.20%34,801CommonNONE
92189F106GDXVANECK ETF TRUST$6.8M0.20%201,516CommonNONE
464287499IWRISHARES TR$6.8M0.20%84,111CommonNONE
780259305SHELSHELL PLC$6.8M0.20%94,156CommonNONE
031162100AMGNAMGEN INC$6.8M0.20%21,733CommonNONE
464287622IWBISHARES TR$6.8M0.20%22,779CommonNONE
31620R303FNFFIDELITY NATIONAL FINANCIAL$6.8M0.20%136,788CommonNONE
17275R102CSCOCISCO SYS INC$6.7M0.19%142,018CommonNONE
98978V103ZTSZOETIS INC$6.6M0.19%38,272CommonNONE
921937827BSVVANGUARD BD INDEX FDS$6.6M0.19%86,463CommonNONE
713448108PEPPEPSICO INC$6.6M0.19%40,195CommonNONE
46641Q852JPIBJ P MORGAN EXCHANGE TRADED F$6.6M0.19%139,956CommonNONE
464287655IWMISHARES TR$6.6M0.19%32,440CommonNONE
N07059210ASMLASML HOLDING N V$6.5M0.19%6,322CommonNONE
79466L302CRMSALESFORCE INC$6.5M0.19%25,108CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$6.3M0.18%29,983CommonNONE
149123101CATCATERPILLAR INC$6.3M0.18%18,943CommonNONE
595112103MUMICRON TECHNOLOGY INC$6.3M0.18%47,666CommonNONE
66987V109NVSNOVARTIS AG$6.3M0.18%58,721CommonNONE
921937835BNDVANGUARD BD INDEX FDS$6.1M0.18%85,126CommonNONE
G54950103LINLINDE PLC$6.1M0.18%13,864CommonNONE
86562M209SMFGSUMITOMO MITSUI FINL GROUP I$6.0M0.17%450,451CommonNONE
464287309IVWISHARES TR$6.0M0.17%64,773CommonNONE
060505104BACBANK AMERICA CORP$5.9M0.17%148,664CommonNONE
46090A887GSYPOWERSHARES ACTIVELY MANAGED$5.8M0.17%116,591CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$5.8M0.17%19,157CommonNONE
464287473IWSISHARES TR$5.7M0.16%47,077CommonNONE
80105N105SNYSANOFI$5.6M0.16%116,441CommonNONE
46432F842IEFAISHARES TR$5.5M0.16%76,396CommonNONE
68389X105ORCLORACLE CORP$5.5M0.16%39,013CommonNONE
31428X106FDXFEDEX CORP$5.4M0.16%18,157CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$5.4M0.16%11,946CommonNONE
G4705A100ICLRICON PLC$5.4M0.15%17,100CommonNONE
580135101MCDMCDONALDS CORP$5.3M0.15%20,913CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$5.3M0.15%30,750CommonNONE
89677Q107TCOMTRIP COM GROUP LTD$5.3M0.15%113,043CommonNONE
61945C103MOSMOSAIC CO NEW$5.1M0.15%178,090CommonNONE
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007903107AMDADVANCED MICRO DEVICES INC$5.1M0.15%31,199CommonNONE
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26922A198PFLDETF SER SOLUTIONS$5.0M0.14%237,049CommonNONE
046353108AZNNASTRAZENECA PLC$5.0M0.14%63,674CommonNONE
369604301GEGE AEROSPACE$4.9M0.14%31,083CommonNONE
87807B107TRPTC ENERGY CORP$4.8M0.14%126,572CommonNONE
00206R102TAT&T INC$4.8M0.14%249,013CommonNONE
810186106SMGSCOTTS MIRACLE-GRO CO$4.7M0.13%71,509CommonNONE
88162G103TTEKTETRA TECH INC NEW$4.6M0.13%22,491CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$4.6M0.13%31,376CommonNONE
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49177J102KVUEKENVUE INC$4.5M0.13%249,901CommonNONE
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20030N101CMCSACOMCAST CORP NEW$4.4M0.13%113,202CommonNONE
G5960L103MDTMEDTRONIC PLC$4.4M0.13%55,836CommonNONE
74347X831TQQQPROSHARES TR$4.4M0.13%59,060CommonNONE
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00724F101ADBEADOBE INC$4.3M0.12%7,763CommonNONE
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842587107SOSOUTHERN CO$2.0M0.06%25,311CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$2.0M0.06%39,704CommonNONE
808513105SCHWSCHWAB CHARLES CORP$2.0M0.06%26,524CommonNONE
285512109EAELECTRONIC ARTS INC$1.9M0.06%13,920CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$1.9M0.06%9,515CommonNONE
369550108GDGENERAL DYNAMICS CORP$1.9M0.06%6,658CommonNONE
609207105MDLZMONDELEZ INTL INC$1.9M0.05%28,776CommonNONE
00214Q104ARKKARK ETF TR$1.9M0.05%42,807CommonNONE
92189F817VNMVANECK ETF TRUST$1.8M0.05%150,474CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$1.8M0.05%24,546CommonNONE
988498101YUMYUM BRANDS INC$1.8M0.05%13,651CommonNONE
922908553VNQVANGUARD INDEX FDS$1.8M0.05%21,459CommonNONE
040413106ANETEURARISTA NETWORKS INC$1.8M0.05%5,089CommonNONE
172967424CCITIGROUP INC$1.8M0.05%27,904CommonNONE
74762E102QUREQUANTA SVCS INC$1.7M0.05%6,880CommonNONE
58733R102MELIMERCADOLIBRE INC$1.7M0.05%1,046CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$1.7M0.05%7,584CommonNONE
384637104GHCGRAHAM HLDGS CO$1.7M0.05%2,424CommonNONE
244199105DEDEERE & CO$1.7M0.05%4,535CommonNONE
681919106OMCOMNICOM GROUP INC$1.7M0.05%18,841CommonNONE
46432F388VLUEISHARES TR$1.7M0.05%16,314CommonNONE
92537N108VRTVERTIV HOLDINGS CO$1.7M0.05%19,437CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$1.7M0.05%6,489CommonNONE
14316J108CGCARLYLE GROUP INC$1.7M0.05%41,534CommonNONE
855244109SBUXSTARBUCKS CORP$1.6M0.05%21,125CommonNONE
46434G103IEMGISHARES INC$1.6M0.05%30,219CommonNONE
902973304USBUS BANCORP DEL$1.6M0.05%40,739CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$1.6M0.05%8,015CommonNONE
872657101TPGTPG INC$1.6M0.05%38,154CommonNONE
452308109ITWILLINOIS TOOL WKS INC$1.6M0.05%6,674CommonNONE
26875P101EOGEOG RES INC$1.6M0.05%12,548CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.6M0.05%37,926CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$1.6M0.05%17,893CommonNONE
872590104TMUST-MOBILE US INC$1.6M0.05%8,857CommonNONE
02209S103MOALTRIA GROUP INC$1.6M0.04%34,093CommonNONE
47103U845JAAAJANUS DETROIT STR TR$1.6M0.04%30,500CommonNONE
44891N208IACIAC INC$1.6M0.04%33,114CommonNONE
78464A805SPTMSPDR SER TR$1.5M0.04%23,294CommonNONE
806857108SLBSCHLUMBERGER LTD$1.5M0.04%32,725CommonNONE
92206C565BNDWVANGUARD SCOTTSDALE FDS$1.5M0.04%22,700CommonNONE
69374H857CALFPACER FDS TR$1.5M0.04%35,348CommonNONE
03524A108BUDANHEUSER BUSCH INBEV SA/NV$1.5M0.04%26,396CommonNONE
922908538VOTVANGUARD INDEX FDS$1.5M0.04%6,686CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$1.5M0.04%7,878CommonNONE
654106103NKENIKE INC$1.5M0.04%20,208CommonNONE
422806208HEI/AHEICO CORP NEW$1.5M0.04%8,553CommonNONE
464287408IVEISHARES TR$1.5M0.04%8,279CommonNONE
366651107ITGARTNER INC$1.5M0.04%3,347CommonNONE
56585A102MPCMARATHON PETE CORP$1.5M0.04%8,642CommonNONE
126650100CVSCVS HEALTH CORP$1.5M0.04%25,346CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$1.5M0.04%2,734CommonNONE
50212V100LPLALPL FINL HLDGS INC$1.5M0.04%5,271CommonNONE
375558103GILDGILEAD SCIENCES INC$1.4M0.04%21,123CommonNONE
911363109URIUNITED RENTALS INC$1.4M0.04%2,232CommonNONE
615369105MCOMOODYS CORP$1.4M0.04%3,389CommonNONE
74340W103PLDPROLOGIS INC.$1.4M0.04%12,689CommonNONE
46284V101IRMIRON MTN INC DEL$1.4M0.04%15,766CommonNONE
92204A405VFHVANGUARD WORLD FD$1.4M0.04%14,113CommonNONE
494368103KMBKIMBERLY-CLARK CORP$1.4M0.04%10,192CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$1.4M0.04%34,126CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$1.4M0.04%10,150CommonNONE
526107107LIILENNOX INTL INC$1.4M0.04%2,614CommonNONE
94106B101WCNWASTE CONNECTIONS INC$1.4M0.04%7,884CommonNONE
45168D104IDXXIDEXX LABS INC$1.4M0.04%2,822CommonNONE
26923G707NFLTETFIS SER TR I$1.4M0.04%61,593CommonNONE
91913Y100VLOVALERO ENERGY CORP$1.4M0.04%8,715CommonNONE
756109104OREALTY INCOME CORP$1.4M0.04%25,863CommonNONE
N3167Y103RACEFERRARI N V$1.4M0.04%3,311CommonNONE
89832Q109TFCTRUIST FINL CORP$1.3M0.04%34,727CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$1.3M0.04%9,780CommonNONE
053332102AZOAUTOZONE INC$1.3M0.04%451CommonNONE
92204A884VOXVANGUARD WORLD FD$1.3M0.04%9,507CommonNONE
701094104PHPARKER-HANNIFIN CORP$1.3M0.04%2,579CommonNONE
78463X400GXCSPDR INDEX SHS FDS$1.3M0.04%18,997CommonNONE
925652109VICIVICI PPTYS INC$1.3M0.04%45,282CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$1.3M0.04%29,582CommonNONE
571903202MARMARRIOTT INTL INC NEW$1.3M0.04%5,328CommonNONE
921932885IVOOVANGUARD ADMIRAL FDS INC$1.3M0.04%12,969CommonNONE
87612E106TGTTARGET CORP$1.3M0.04%8,648CommonNONE
92204A603VISVANGUARD WORLD FD$1.3M0.04%5,439CommonNONE
16119P108CHTRCHARTER COMMUNICATIONS INC N$1.3M0.04%4,276CommonNONE
776696106ROPROPER TECHNOLOGIES INC$1.3M0.04%2,263CommonNONE
464287648IWOISHARES TR$1.3M0.04%4,842CommonNONE
92189F643MOATVANECK ETF TRUST$1.3M0.04%14,675CommonNONE
95040Q104WELLWELLTOWER INC$1.3M0.04%12,179CommonNONE
880770102TERTERADYNE INC$1.3M0.04%8,531CommonNONE
N53745100LYBLYONDELLBASELL INDUSTRIES N$1.3M0.04%13,223CommonNONE
718546104PSXPHILLIPS 66$1.3M0.04%8,927CommonNONE
921937819BIVVANGUARD BD INDEX FDS$1.3M0.04%16,814CommonNONE
14020Y409CGSDCAPITAL GRP FIXED INCM ETF T$1.3M0.04%49,248CommonNONE
92204A801VAWVANGUARD WORLD FD$1.3M0.04%6,494CommonNONE
25746U109DDOMINION ENERGY INC$1.2M0.04%25,486CommonNONE
026874784AIGAMERICAN INTL GROUP INC$1.2M0.04%16,818CommonNONE
464287689IWVISHARES TR$1.2M0.04%3,992CommonNONE
98389B100XELXCEL ENERGY INC$1.2M0.04%23,007CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$1.2M0.04%3,708CommonNONE
G0450A105ACGLARCH CAP GROUP LTD$1.2M0.04%12,081CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$1.2M0.04%1,152CommonNONE
92204A876VPUVANGUARD WORLD FD$1.2M0.03%8,188CommonNONE
741511109PSMTPRICESMART INC$1.2M0.03%14,809CommonNONE
03748R747AIVAPARTMENT INVT & MGMT CO$1.2M0.03%144,892CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$1.2M0.03%15,381CommonNONE
03076C106AMPAMERIPRISE FINL INC$1.2M0.03%2,770CommonNONE
009066101ABNBAIRBNB INC$1.2M0.03%7,773CommonNONE
256677105DGDOLLAR GEN CORP NEW$1.2M0.03%8,912CommonNONE
92204A207VDCVANGUARD WORLD FD$1.2M0.03%5,759CommonNONE
084423102WRBBERKLEY W R CORP$1.2M0.03%14,640CommonNONE
89400J107TRUTRANSUNION$1.1M0.03%15,467CommonNONE
46137V118PSPINVESCO EXCHANGE TRADED FD T$1.1M0.03%18,726CommonNONE
78464A854SPYMSPDR SER TR$1.1M0.03%17,743CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$1.1M0.03%2,915CommonNONE
29364G103ETRENTERGY CORP NEW$1.1M0.03%10,416CommonNONE
127190304CACICACI INTL INC$1.1M0.03%2,571CommonNONE
00768Y453MSOSADVISORSHARES TR$1.1M0.03%150,577CommonNONE
15118V207CELHCELSIUS HLDGS INC$1.1M0.03%19,058CommonNONE
009158106APDAIR PRODS & CHEMS INC$1.1M0.03%4,212CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.1M0.03%42,731CommonNONE
075887109BDXBECTON DICKINSON & CO$1.1M0.03%4,617CommonNONE
92204A108VCRVANGUARD WORLD FD$1.1M0.03%3,441CommonNONE
92345Y106VRSKVERISK ANALYTICS INC$1.1M0.03%3,940CommonNONE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$1.1M0.03%16,288CommonNONE
14040H105COFCAPITAL ONE FINL CORP$1.0M0.03%7,578CommonNONE
592688105MTDMETTLER TOLEDO INTERNATIONAL$1.0M0.03%748CommonNONE
902252105TYLTYLER TECHNOLOGIES INC$1.0M0.03%2,069CommonNONE
55354G100MSCIMSCI INC$1.0M0.03%2,155CommonNONE
892356106TSCOTRACTOR SUPPLY CO$1.0M0.03%3,844CommonNONE
783513203RYAAYRYANAIR HOLDINGS PLC$1.0M0.03%8,912CommonNONE
26142V105DKNGDRAFTKINGS INC NEW$1.0M0.03%27,027CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$1.0M0.03%26,763CommonNONE
760759100RSGREPUBLIC SVCS INC$1.0M0.03%5,267CommonNONE
75524B104RBCRBC BEARINGS INC$1.0M0.03%3,744CommonNONE
69351T106PPLPPL CORP$1.0M0.03%36,466CommonNONE
205887102CAGCONAGRA BRANDS INC$1.0M0.03%35,429CommonNONE
64110D104NTAPNETAPP INC$1.0M0.03%7,812CommonNONE
12503M108CBOECBOE GLOBAL MKTS INC$1.0M0.03%5,917CommonNONE
110448107BTIBRITISH AMERN TOB PLC$1.0M0.03%32,443CommonNONE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$999,3890.03%3,235CommonNONE
001055102AFLAFLAC INC$991,3990.03%11,101CommonNONE
744320102PRUPRUDENTIAL FINL INC$989,0780.03%8,440CommonNONE
371901109GNTXGENTEX CORP$988,4040.03%29,321CommonNONE
464288372IGFISHARES TR$987,8560.03%20,615CommonNONE
464288877EFVISHARES TR$986,2260.03%18,594CommonNONE
384109104GGGGRACO INC$984,9170.03%12,423CommonNONE
260557103DOWDOW INC$978,7230.03%18,449CommonNONE
29273V100ETENERGY TRANSFER L P$978,4410.03%60,323CommonNONE
871332102SLVMSYLVAMO CORP$973,9390.03%14,197CommonNONE
682680103OKEONEOK INC NEW$964,4980.03%11,827CommonNONE
23331A109DHID R HORTON INC$961,6930.03%6,824CommonNONE
217204106CPRTCOPART INC$954,2990.03%17,620CommonNONE
87612G101TRGPTARGA RES CORP$952,1220.03%7,393CommonNONE
426281101JKHYHENRY JACK & ASSOC INC$941,5020.03%5,671CommonNONE
11271J107BNBROOKFIELD CORP$931,4950.03%22,418CommonNONE
02390A101AMXAMERICA MOVIL SAB DE CV$931,3940.03%54,788CommonNONE
45104G104IBNICICI BANK LIMITED$927,1940.03%32,183CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$926,9980.03%6,107CommonNONE
609839105MPWRMONOLITHIC PWR SYS INC$926,8470.03%1,128CommonNONE
69374H709GCOWPACER FDS TR$919,9120.03%27,281CommonNONE
05550J101BJBJS WHSL CLUB HLDGS INC$919,3330.03%10,466CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$914,9400.03%13,765CommonNONE
020002101ALLALLSTATE CORP$904,8590.03%5,667CommonNONE
384802104GWWGRAINGER W W INC$904,8470.03%1,003CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$903,3120.03%2,309CommonNONE
26856L103ELFE L F BEAUTY INC$901,0390.03%4,276CommonNONE
773903109ROKROCKWELL AUTOMATION INC$896,9610.03%3,258CommonNONE
82509L107SHOPSHOPIFY INC$891,8730.03%13,503CommonNONE
778296103ROSTROSS STORES INC$890,3280.03%6,127CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$890,0060.03%15,337CommonNONE
693718108PCARPACCAR INC$886,5560.03%8,612CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$884,3210.03%9,665CommonNONE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$879,6570.03%41,552CommonNONE
929236107WDFCWD 40 CO$870,6700.03%3,964CommonNONE
278865100ECLECOLAB INC$860,7990.02%3,617CommonNONE
704326107PAYXPAYCHEX INC$860,0270.02%7,254CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$859,1690.02%12,291CommonNONE
921932505VOOGVANGUARD ADMIRAL FDS INC$858,7760.02%2,575CommonNONE
57667L107MTCHMATCH GROUP INC NEW$854,1640.02%28,116CommonNONE
052769106ADSKAUTODESK INC$837,1230.02%3,383CommonNONE
19260Q107COINCOINBASE GLOBAL INC$834,9180.02%3,757CommonNONE
655844108NSCNORFOLK SOUTHN CORP$834,2040.02%3,886CommonNONE
816851109SRESEMPRA$828,6070.02%10,894CommonNONE
00888H109APRTAIM ETF PRODUCTS TRUST$826,5920.02%22,866CommonNONE
427096508HTGCHERCULES CAPITAL INC$821,4970.02%40,171CommonNONE
723484101PNWPINNACLE WEST CAP CORP$818,3620.02%10,714CommonNONE
254709108DFSEURDISCOVER FINL SVCS$818,2810.02%6,255CommonNONE
37045V100GMGENERAL MTRS CO$816,6230.02%17,577CommonNONE
252131107DXCMDEXCOM INC$815,5420.02%7,193CommonNONE
515098101LSTRLANDSTAR SYS INC$814,8550.02%4,417CommonNONE
370334104GISGENERAL MLS INC$806,8670.02%12,755CommonNONE
36828A101GEVGE VERNOVA INC$801,9810.02%4,676CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$796,8760.02%8,278CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$796,3320.02%3,978CommonNONE
345370860FFORD MTR CO DEL$796,2020.02%63,493CommonNONE
21036P108STZCONSTELLATION BRANDS INC$791,8020.02%3,078CommonNONE
07725L102ONCBEIGENE LTD$790,2490.02%5,539CommonNONE
25659T107DLBDOLBY LABORATORIES INC$788,1900.02%9,948CommonNONE
136375102CNICANADIAN NATL RY CO$783,3200.02%6,631CommonNONE
462222100IONSIONIS PHARMACEUTICALS INC$778,7640.02%16,340CommonNONE
09261X102BXSLBLACKSTONE SECD LENDING FD$777,8600.02%25,404CommonNONE
42809H107HESHESS CORP$774,2500.02%5,248CommonNONE
443510607HUBBHUBBELL INC$773,3600.02%2,116CommonNONE
H2906T109GRMNGARMIN LTD$766,8200.02%4,707CommonNONE
670346105NUENUCOR CORP$764,2310.02%4,834CommonNONE
526057104LENLENNAR CORP$759,1000.02%5,065CommonNONE
955306105WSTWEST PHARMACEUTICAL SVSC INC$751,6710.02%2,282CommonNONE
Y7542C130STNGSCORPIO TANKERS INC$751,2010.02%9,241CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$747,5630.02%10,383CommonNONE
359694106FULFULLER H B CO$745,2890.02%9,684CommonNONE
48241A105KBKB FINL GROUP INC$738,1940.02%13,040CommonNONE
922475108VEEVVEEVA SYS INC$737,7130.02%4,031CommonNONE
46138E362SPHDINVESCO EXCH TRADED FD TR II$733,0950.02%16,500CommonNONE
651639106NEMNEWMONT CORP$731,3770.02%17,468CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$728,4210.02%14,583CommonNONE
353514102FELEFRANKLIN ELEC INC$728,1790.02%7,560CommonNONE
98138H101WDAYWORKDAY INC$727,2410.02%3,253CommonNONE
922908652VXFVANGUARD INDEX FDS$722,0220.02%4,278CommonNONE
05722G100BKRBAKER HUGHES COMPANY$718,3940.02%20,426CommonNONE
372303206GMABGENMAB A/S$717,1100.02%28,536CommonNONE
Y8565N300TNKTEEKAY TANKERS LTD$714,7330.02%10,387CommonNONE
45687V106IRINGERSOLL RAND INC$713,6410.02%7,856CommonNONE

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.