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Bleakley Financial Group, LLC

Q4 2025 · 13F-HR

Bleakley Financial Group, LLCholdings as filed

Filed 2026-02-09 · accession 0001936953-26-000001

$5.76B
Reported value
680
Positions
2025-12-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 680

CUSIPTickerIssuerValue% port.SharesClassVoting
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30231G102XOMEXXON MOBIL CORP$19.0M0.33%157,931CommonNONE
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437076102HDHOME DEPOT INC$16.3M0.28%47,396CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$16.1M0.28%90,397CommonNONE
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46137V472XMHQINVESCO EXCHANGE TRADED FD T$13.8M0.24%134,639CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$13.8M0.24%41,693CommonNONE
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149123101CATCATERPILLAR INC$13.4M0.23%23,424CommonNONE
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58933Y105MRKMERCK & CO INC$13.3M0.23%126,287CommonNONE
64110L106NFLXNETFLIX INC$13.0M0.23%138,370CommonNONE
595112103MUMICRON TECHNOLOGY INC$12.8M0.22%44,886CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$12.8M0.22%14,571CommonNONE
31609A305FELGFIDELITY COVINGTON TRUST$12.5M0.22%300,801CommonNONE
78468R663BILSPDR SERIES TRUST$12.5M0.22%136,804CommonNONE
002824100ABTABBOTT LABS$12.2M0.21%97,706CommonNONE
75513E101RTXRTX CORPORATION$12.2M0.21%66,575CommonNONE
166764100CVXCHEVRON CORP NEW$12.1M0.21%79,462CommonNONE
060505104BACBANK AMERICA CORP$12.0M0.21%218,871CommonNONE
742718109PGPROCTER AND GAMBLE CO$11.7M0.20%81,731CommonNONE
038222105AMATAPPLIED MATLS INC$11.6M0.20%44,980CommonNONE
33740F664FOCTFIRST TR EXCHNG TRADED FD VI$11.5M0.20%235,619CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$11.3M0.20%13,126CommonNONE
500767306KWEBKRANESHARES TRUST$11.2M0.19%329,518CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$11.1M0.19%176,990CommonNONE
191216100KOCOCA COLA CO$10.7M0.19%152,614CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$10.6M0.18%18,298CommonNONE
33740F888UCONFIRST TR EXCHNG TRADED FD VI$10.4M0.18%414,678CommonNONE
922908512VOEVANGUARD INDEX FDS$10.3M0.18%58,164CommonNONE
464286392URTHISHARES INC$10.3M0.18%55,266CommonNONE
68389X105ORCLORACLE CORP$10.0M0.17%51,556CommonNONE
254687106DISDISNEY WALT CO$10.0M0.17%88,004CommonNONE
79466L302CRMSALESFORCE INC$9.7M0.17%36,531CommonNONE
031162100AMGNAMGEN INC$9.6M0.17%29,404CommonNONE
464287721IYWISHARES TR$9.6M0.17%48,116CommonNONE
61774R767EVMOMORGAN STANLEY ETF TRUST$9.5M0.17%187,911CommonNONE
03073E105CORCENCORA INC$9.5M0.16%28,102CommonNONE
74349Y787ITWOPROSHARES TR$9.3M0.16%233,885CommonNONE
72201R585PYLDPIMCO ETF TR$9.2M0.16%343,677CommonNONE
921937835BNDVANGUARD BD INDEX FDS$8.9M0.15%119,717CommonNONE
949746101WMT2WELLS FARGO CO NEW$8.8M0.15%94,935CommonNONE
92189F106GDXVANECK ETF TRUST$8.6M0.15%100,759CommonNONE
921937827BSVVANGUARD BD INDEX FDS$8.6M0.15%109,033CommonNONE
36828A101GEVGE VERNOVA INC$8.6M0.15%13,088CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$8.6M0.15%89,693CommonNONE
808524607SCHASCHWAB STRATEGIC TR$8.4M0.15%296,326CommonNONE
46641Q852JPIBJ P MORGAN EXCHANGE TRADED F$8.4M0.15%172,257CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$8.3M0.14%14,628CommonNONE
235851102DHRDANAHER CORPORATION$8.2M0.14%35,709CommonNONE
025816109AXPAMERICAN EXPRESS CO$8.1M0.14%21,946CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$8.1M0.14%36,877CommonNONE
046353108AZNNASTRAZENECA PLC$8.0M0.14%87,409CommonNONE
464287622IWBISHARES TR$8.0M0.14%21,323CommonNONE
464287309IVWISHARES TR$8.0M0.14%64,561CommonNONE
900934100BSMC2023 ETF SERIES TRUST$7.9M0.14%228,684CommonNONE
03831W108APPAPPLOVIN CORP$7.9M0.14%11,766CommonNONE
922908652VXFVANGUARD INDEX FDS$7.8M0.14%37,336CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$7.8M0.13%13,724CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$7.8M0.13%36,293CommonNONE
464288273SCZISHARES TR$7.6M0.13%98,647CommonNONE
31620M106FISFIDELITY NATL INFORMATION SV$7.6M0.13%114,767CommonNONE
92204A504VHTVANGUARD WORLD FD$7.6M0.13%26,454CommonNONE
580135101MCDMCDONALDS CORP$7.6M0.13%24,832CommonNONE
78468R853SPSMSPDR SERIES TRUST$7.5M0.13%160,869CommonNONE
464287499IWRISHARES TR$7.5M0.13%78,027CommonNONE
038169207APLDAPPLIED DIGITAL CORP$7.5M0.13%305,447CommonNONE
464287655IWMISHARES TR$7.4M0.13%30,117CommonNONE
37954Y632AIQGLOBAL X FDS$7.4M0.13%145,655CommonNONE
12572Q105CMECME GROUP INC$7.4M0.13%26,996CommonNONE
72201R866MUNIPIMCO ETF TR$7.4M0.13%140,556CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$7.1M0.12%15,594CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$7.0M0.12%37,799CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$7.0M0.12%25,141CommonNONE
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92343V104VZVERIZON COMMUNICATIONS INC$7.0M0.12%171,133CommonNONE
G0403H108AONAON PLC$6.9M0.12%19,665CommonNONE
14021M107CGIECAPITAL GROUP INTERNATIONAL$6.9M0.12%198,785CommonNONE
85207K107PSLVSPROTT ASSET MANAGEMENT LP$6.9M0.12%292,457CommonNONE
747525103QCOMQUALCOMM INC$6.9M0.12%40,118CommonNONE
87283Q826TMSLT ROWE PRICE ETF INC$6.8M0.12%190,734CommonNONE
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438516106HONHONEYWELL INTL INC$6.7M0.12%34,529CommonNONE
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46654Q716JBNDJ P MORGAN EXCHANGE TRADED F$3.1M0.05%56,674CommonNONE
80004C200SNDKSANDISK CORP$3.0M0.05%12,608CommonNONE
902973304USBUS BANCORP DEL$3.0M0.05%56,071CommonNONE
H42097107UBSUBS GROUP AG$3.0M0.05%64,240CommonNONE
025072802AVDVAMERICAN CENTY ETF TR$2.9M0.05%31,316CommonNONE
464286400EWZISHARES INC$2.9M0.05%92,332CommonNONE
110448107BTIBRITISH AMERN TOB PLC$2.9M0.05%51,612CommonNONE
89832Q109TFCTRUIST FINL CORP$2.9M0.05%59,275CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$2.9M0.05%25,282CommonNONE
20825C104COPCONOCOPHILLIPS$2.9M0.05%30,962CommonNONE
46641Q738BBREJ P MORGAN EXCHANGE TRADED F$2.9M0.05%31,271CommonNONE
46434G780EWSISHARES INC$2.9M0.05%104,243CommonNONE
33740F847FNOVFIRST TR EXCHNG TRADED FD VI$2.9M0.05%52,164CommonNONE
770700102HOODROBINHOOD MKTS INC$2.8M0.05%25,101CommonNONE
94106L109WMWASTE MGMT INC DEL$2.8M0.05%12,899CommonNONE
20030N101CMCSACOMCAST CORP NEW$2.8M0.05%94,793CommonNONE
064058100BKBANK NEW YORK MELLON CORP$2.8M0.05%24,317CommonNONE
842587107SOSOUTHERN CO$2.8M0.05%32,021CommonNONE
494368103KMBKIMBERLY-CLARK CORP$2.8M0.05%27,350CommonNONE
585464100MLCOMELCO RESORTS AND ENTMNT LTD$2.7M0.05%355,600CommonNONE
031100100AMEAMETEK INC$2.7M0.05%13,083CommonNONE
741511109PSMTPRICESMART INC$2.7M0.05%21,849CommonNONE
517834107LVSLAS VEGAS SANDS CORP$2.7M0.05%40,967CommonNONE
872590104TMUST-MOBILE US INC$2.7M0.05%13,124CommonNONE
74340W103PLDPROLOGIS INC.$2.7M0.05%20,791CommonNONE
88579Y101MMM3M CO$2.7M0.05%16,558CommonNONE
136385101CNQCANADIAN NAT RES LTD$2.6M0.05%78,161CommonNONE
92189H300EMLCVANECK ETF TRUST$2.6M0.05%102,169CommonNONE
233051846HAUZDBX ETF TR$2.6M0.05%112,080CommonNONE
458140100INTCINTEL CORP$2.6M0.05%70,269CommonNONE
69374H709GCOWPACER FDS TR$2.6M0.04%62,894CommonNONE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$2.6M0.04%38,414CommonNONE
464288257ACWIISHARES TR$2.6M0.04%18,208CommonNONE
654106103NKENIKE INC$2.6M0.04%40,373CommonNONE
46138G672RWKINVESCO EXCH TRADED FD TR II$2.6M0.04%20,254CommonNONE
674599105OXYOCCIDENTAL PETE CORP$2.5M0.04%61,392CommonNONE
06849F108BBARRICK MNG CORP$2.5M0.04%57,949CommonNONE
464286764EWPISHARES INC$2.5M0.04%46,297CommonNONE
464287408IVEISHARES TR$2.4M0.04%11,534CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$2.4M0.04%16,420CommonNONE
808524730FNDESCHWAB STRATEGIC TR$2.4M0.04%66,688CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$2.4M0.04%20,028CommonNONE
337738108FISVFISERV INC$2.4M0.04%35,437CommonNONE
300426103ECGEVERUS CONSTR GROUP$2.4M0.04%27,630CommonNONE
00214Q104ARKKARK ETF TR$2.4M0.04%30,692CommonNONE
783513203RYAAYRYANAIR HOLDINGS PLC$2.4M0.04%32,570CommonNONE
59156R108METMETLIFE INC$2.3M0.04%29,687CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$2.3M0.04%23,539CommonNONE
G65431127NENOBLE CORP PLC$2.3M0.04%82,484CommonNONE
98138H101WDAYWORKDAY INC$2.3M0.04%10,734CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$2.3M0.04%14,081CommonNONE
835699307SONYSONY GROUP CORP$2.3M0.04%88,787CommonNONE
962166104WYWEYERHAEUSER CO MTN BE$2.2M0.04%94,810CommonNONE
00768Y453MSOSADVISORSHARES TR$2.2M0.04%467,002CommonNONE
G5784H106MANUMANCHESTER UTD PLC NEW$2.2M0.04%138,305CommonNONE
46432F388VLUEISHARES TR$2.2M0.04%16,059CommonNONE
512816109LAMRLAMAR ADVERTISING CO NEW$2.2M0.04%17,145CommonNONE
33740F763FFEBFIRST TR EXCHNG TRADED FD VI$2.2M0.04%38,324CommonNONE
209115104EDCONSOLIDATED EDISON INC$2.2M0.04%21,820CommonNONE
464285204IAUISHARES GOLD TR$2.2M0.04%26,577CommonNONE
05964H105SANBANCO SANTANDER SA$2.2M0.04%183,524CommonNONE
98389B100XELXCEL ENERGY INC$2.1M0.04%28,949CommonNONE
12504L109CBRECBRE GROUP INC$2.1M0.04%13,224CommonNONE
552690109MDUMDU RES GROUP INC$2.1M0.04%108,595CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$2.1M0.04%23,238CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$2.1M0.04%37,025CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$2.1M0.04%39,999CommonNONE
032724106ANABANAPTYSBIO INC$2.1M0.04%43,547CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$2.1M0.04%38,459CommonNONE
538034109LYVLIVE NATION ENTERTAINMENT IN$2.1M0.04%14,628CommonNONE
25746U109DDOMINION ENERGY INC$2.1M0.04%35,127CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$2.1M0.04%69,324CommonNONE
78464A854SPYMSPDR SERIES TRUST$2.1M0.04%25,560CommonNONE
19058X207COSOCOASTALSOUTH BANCSHARES INC$2.0M0.04%88,094CommonNONE
855244109SBUXSTARBUCKS CORP$2.0M0.04%24,080CommonNONE
013091103ACIALBERTSONS COS INC$2.0M0.04%117,951CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$2.0M0.04%24,107CommonNONE
02072Q572USEWEA SERIES TRUST$2.0M0.03%39,495CommonNONE
219350105GLWCORNING INC$2.0M0.03%22,891CommonNONE
29364G103ETRENTERGY CORP NEW$2.0M0.03%21,099CommonNONE
609207105MDLZMONDELEZ INTL INC$1.9M0.03%36,201CommonNONE
871332102SLVMSYLVAMO CORP$1.9M0.03%40,421CommonNONE
45687V106IRINGERSOLL RAND INC$1.9M0.03%24,449CommonNONE
14316J108CGCARLYLE GROUP INC$1.9M0.03%32,761CommonNONE
78464A805SPTMSPDR SERIES TRUST$1.9M0.03%23,338CommonNONE
11271J107BNBROOKFIELD CORP$1.9M0.03%41,910CommonNONE
681919106OMCOMNICOM GROUP INC$1.9M0.03%23,793CommonNONE
85571B105STWDSTARWOOD PPTY TR INC$1.9M0.03%106,526CommonNONE
03748R747AIVAPARTMENT INVT & MGMT CO$1.9M0.03%319,583CommonNONE
33768G107FCFSFIRSTCASH HOLDINGS INC$1.9M0.03%11,848CommonNONE
89400J107TRUTRANSUNION$1.9M0.03%21,967CommonNONE
72147K108PPCPILGRIMS PRIDE CORP$1.9M0.03%48,124CommonNONE
049560105ATOATMOS ENERGY CORP$1.9M0.03%11,107CommonNONE
718546104PSXPHILLIPS 66$1.9M0.03%14,414CommonNONE
69374H857CALFPACER FDS TR$1.8M0.03%41,653CommonNONE
760125104RTORENTOKIL INITIAL PLC$1.8M0.03%61,391CommonNONE
37960A529SHLDGLOBAL X FDS$1.8M0.03%27,797CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.8M0.03%33,343CommonNONE
G0450A105ACGLARCH CAP GROUP LTD$1.8M0.03%18,725CommonNONE
46438R105ETHAISHARES ETHEREUM TR$1.8M0.03%80,033CommonNONE
37045V100GMGENERAL MTRS CO$1.8M0.03%21,975CommonNONE
37733W204GSKGSK PLC$1.8M0.03%36,224CommonNONE
872657101TPGTPG INC$1.7M0.03%27,198CommonNONE
91913Y100VLOVALERO ENERGY CORP$1.7M0.03%10,485CommonNONE
902653104UDRUDR INC$1.7M0.03%46,505CommonNONE
808524581SGVTSCHWAB STRATEGIC TR$1.7M0.03%16,924CommonNONE
610236101MNROMONRO INC$1.7M0.03%84,812CommonNONE
46434G764EMXCISHARES INC$1.7M0.03%23,231CommonNONE
558256103MSGEMADISON SQUARE GARDEN ENTMT$1.7M0.03%31,327CommonNONE
636274409NGGNATIONAL GRID PLC$1.7M0.03%21,364CommonNONE
03524A108BUDANHEUSER BUSCH INBEV SA/NV$1.6M0.03%25,732CommonNONE
56585A102MPCMARATHON PETE CORP$1.6M0.03%10,054CommonNONE
60646V105MCWMISTER CAR WASH INC$1.6M0.03%293,753CommonNONE
084423102WRBBERKLEY W R CORP$1.6M0.03%23,178CommonNONE
85423L103SAROSTANDARDAERO INC$1.6M0.03%55,967CommonNONE
92206C565BNDWVANGUARD SCOTTSDALE FDS$1.6M0.03%23,279CommonNONE
891160509TDTORONTO DOMINION BK ONT$1.6M0.03%16,963CommonNONE
810186106SMGSCOTTS MIRACLE-GRO CO$1.6M0.03%26,864CommonNONE
37954Y871URAGLOBAL X FDS$1.6M0.03%36,402CommonNONE
921932885IVOOVANGUARD ADMIRAL FDS INC$1.5M0.03%13,713CommonNONE
46429B689EFAVISHARES TR$1.5M0.03%17,767CommonNONE
25434V799DFICDIMENSIONAL ETF TRUST$1.5M0.03%44,327CommonNONE
756109104OREALTY INCOME CORP$1.5M0.03%26,938CommonNONE
76171L106REYNREYNOLDS CONSUMER PRODS INC$1.5M0.03%66,120CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$1.5M0.03%18,340CommonNONE
921909768VXUSVANGUARD STAR FDS$1.5M0.03%19,932CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$1.5M0.03%11,914CommonNONE
G0457F107ARCOARCOS DORADOS HOLDINGS INC$1.5M0.03%203,855CommonNONE
026874784AIGAMERICAN INTL GROUP INC$1.5M0.03%17,344CommonNONE
553368101MPMP MATERIALS CORP$1.5M0.03%29,332CommonNONE
02156V109OKLOOKLO INC$1.5M0.03%20,624CommonNONE
47103U845JAAAJANUS DETROIT STR TR$1.5M0.03%28,798CommonNONE
33740F862FAUGFIRST TR EXCHNG TRADED FD VI$1.4M0.02%27,185CommonNONE
806857108SLBSLB LIMITED$1.4M0.02%37,154CommonNONE
45104G104IBNICICI BANK LIMITED$1.4M0.02%47,498CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$1.4M0.02%18,305CommonNONE
000957100ABMABM INDS INC$1.4M0.02%33,038CommonNONE
771049103RBLXROBLOX CORP$1.4M0.02%17,230CommonNONE
001055102AFLAFLAC INC$1.4M0.02%12,501CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$1.4M0.02%37,128CommonNONE
278642103EBAYEBAY INC.$1.4M0.02%15,685CommonNONE
92939U106WECWEC ENERGY GROUP INC$1.4M0.02%12,919CommonNONE
922908553VNQVANGUARD INDEX FDS$1.3M0.02%15,241CommonNONE
69351T106PPLPPL CORP$1.3M0.02%38,468CommonNONE
44891N208IACIAC INC$1.3M0.02%34,188CommonNONE
808524862SCHOSCHWAB STRATEGIC TR$1.3M0.02%54,315CommonNONE
10948C107BVBRIGHTVIEW HLDGS INC$1.3M0.02%103,577CommonNONE
22052L104CTVACORTEVA INC$1.3M0.02%19,538CommonNONE
704326107PAYXPAYCHEX INC$1.3M0.02%11,574CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$1.3M0.02%22,171CommonNONE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$1.3M0.02%16,855CommonNONE
33740U307FSEPFIRST TR EXCHNG TRADED FD VI$1.3M0.02%24,698CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$1.3M0.02%31,514CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$1.3M0.02%43,686CommonNONE
78464A201SLYGSPDR SERIES TRUST$1.3M0.02%13,360CommonNONE
910047109UALUNITED AIRLS HLDGS INC$1.3M0.02%11,225CommonNONE
883203101TXTTEXTRON INC$1.2M0.02%14,207CommonNONE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$1.2M0.02%51,389CommonNONE
78464A391EBNDSPDR SERIES TRUST$1.2M0.02%57,505CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$1.2M0.02%14,443CommonNONE
88162G103TTEKTETRA TECH INC NEW$1.2M0.02%36,445CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$1.2M0.02%44,436CommonNONE
000899104ADMAADMA BIOLOGICS INC$1.2M0.02%66,354CommonNONE
33738R704AIRRFIRST TR EXCHANGE TRADED FD$1.2M0.02%12,305CommonNONE
866796105SLFSUN LIFE FINANCIAL INC.$1.2M0.02%19,165CommonNONE
125896100CMSCMS ENERGY CORP$1.2M0.02%17,051CommonNONE
904311107UAAUNDER ARMOUR INC$1.2M0.02%238,564CommonNONE
464288208IMCBISHARES TR$1.2M0.02%14,283CommonNONE
406216101HALHALLIBURTON CO$1.2M0.02%41,682CommonNONE
693718108PCARPACCAR INC$1.2M0.02%10,732CommonNONE
836100107SOUNSOUNDHOUND AI INC$1.2M0.02%117,288CommonNONE
337932107FEFIRSTENERGY CORP$1.2M0.02%25,885CommonNONE
05722G100BKRBAKER HUGHES COMPANY$1.2M0.02%25,322CommonNONE
29250N105ENBENBRIDGE INC$1.2M0.02%24,101CommonNONE
891092108TTCTORO CO$1.1M0.02%14,588CommonNONE
27923Q109ECVTECOVYST INC$1.1M0.02%117,400CommonNONE
05550J101BJBJS WHSL CLUB HLDGS INC$1.1M0.02%12,653CommonNONE
345370860FFORD MTR CO$1.1M0.02%86,404CommonNONE
816851109SRESEMPRA$1.1M0.02%12,787CommonNONE
33740U208FJULFIRST TR EXCHNG TRADED FD VI$1.1M0.02%20,136CommonNONE
92206C714VONVVANGUARD SCOTTSDALE FDS$1.1M0.02%12,120CommonNONE
7591EP100RFREGIONS FINANCIAL CORP NEW$1.1M0.02%41,122CommonNONE
247361702DALDELTA AIR LINES INC DEL$1.1M0.02%15,891CommonNONE
462222100IONSIONIS PHARMACEUTICALS INC$1.1M0.02%13,875CommonNONE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$1.1M0.02%13,163CommonNONE
26874R108EENI S P A$1.1M0.02%28,705CommonNONE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$1.1M0.02%21,734CommonNONE
92790A504JOETVIRTUS ETF TR II$1.1M0.02%25,867CommonNONE
10240L102BOWBOWHEAD SPECIALTY HLDGS INC$1.1M0.02%38,049CommonNONE
384109104GGGGRACO INC$1.1M0.02%13,241CommonNONE
46641Q647JMUBJ P MORGAN EXCHANGE TRADED F$1.1M0.02%21,445CommonNONE
464287663IUSVISHARES TR$1.1M0.02%10,496CommonNONE
26142V105DKNGDRAFTKINGS INC NEW$1.1M0.02%30,616CommonNONE
49456B101KMIKINDER MORGAN INC DEL$1.1M0.02%38,245CommonNONE
174610105CFGCITIZENS FINL GROUP INC$1.0M0.02%17,935CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$1.0M0.02%16,404CommonNONE
320517105FHNFIRST HORIZON CORPORATION$1.0M0.02%43,522CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$1.0M0.02%32,315CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$1.0M0.02%59,382CommonNONE
418056107HASHASBRO INC$1.0M0.02%12,558CommonNONE
808524847SCHHSCHWAB STRATEGIC TR$1.0M0.02%49,054CommonNONE
98983L108ZWSZURN ELKAY WATER SOLNS CORP$1.0M0.02%21,891CommonNONE
34959E109FTNTFORTINET INC$1.0M0.02%12,800CommonNONE
892356106TSCOTRACTOR SUPPLY CO$996,2420.02%19,921CommonNONE
00039J772CAMAB ACTIVE ETFS INC$995,3930.02%39,665CommonNONE
404280406HSBCHSBC HLDGS PLC$988,1900.02%12,561CommonNONE
433000106HIMSHIMS & HERS HEALTH INC$984,9770.02%30,335CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$967,9420.02%11,081CommonNONE
682680103OKEONEOK INC NEW$966,9150.02%13,155CommonNONE
48241A105KBKB FINL GROUP INC$963,9060.02%11,203CommonNONE
69344A826PJBFPGIM ETF TR$954,4380.02%15,133CommonNONE
824596100SHGSHINHAN FINANCIAL GROUP CO L$948,2860.02%17,682CommonNONE
197236102COLBCOLUMBIA BKG SYS INC$948,1230.02%33,922CommonNONE
501044101KRKROGER CO$947,8590.02%15,171CommonNONE
46284V101IRMIRON MTN INC DEL$945,8770.02%11,403CommonNONE
87165B103SYFSYNCHRONY FINANCIAL$937,6180.02%11,238CommonNONE
389930207BTCGRAYSCALE BITCOIN MINI TR ET$935,1360.02%24,145CommonNONE
56501R106MFCMANULIFE FINL CORP$928,2240.02%25,585CommonNONE
062540109BOHBANK HAWAII CORP$925,9370.02%13,543CommonNONE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$918,9660.02%12,106CommonNONE
46222L108IONQIONQ INC$914,9440.02%20,391CommonNONE
83443Q103SOLSSOLSTICE ADVANCED MATLS INC$907,0370.02%18,671CommonNONE
639057207NWGNATWEST GROUP PLC$906,4450.02%51,797CommonNONE
92276F100VTRVENTAS INC$905,5930.02%11,703CommonNONE
00888H109APRTAIM ETF PRODUCTS TRUST$901,1060.02%21,643CommonNONE

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.