MondegarAI
DecisionPoint Financial, LLC

Q4 2025 · 13F-HR

DecisionPoint Financial, LLCholdings as filed

Filed 2026-01-29 · accession 0001938514-26-000001

$454.5M
Reported value
727
Positions
2025-12-31
Period end
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The Brief · DecisionPoint Financial, LLC · Q4 2025

AI · grounded in 13F

DecisionPoint Financial, LLC trimmed its position in DFAR by 22.79%. The fund also reduced its holdings in NVDA by 17.47% and ORCL by 12.80%. On the buy side, the fund increased its stake in DFEM by 11.32% and VNQ by 10.98%.

Holdings as filed

First 500 of 727

CUSIPTickerIssuerValue% port.SharesClassVoting
25434V708DFACDIMENSIONAL ETF TRUST$148.3M32.6%3,745,838CommonNONE
25434V799DFICDIMENSIONAL ETF TRUST$47.9M10.5%1,389,047CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$45.2M9.94%539,643CommonNONE
25434V500DFASDIMENSIONAL ETF TRUST$29.0M6.37%415,630CommonNONE
25434V872DFCFDIMENSIONAL ETF TRUST$26.4M5.82%621,440CommonNONE
25434V203DFAIDIMENSIONAL ETF TRUST$26.1M5.74%684,213CommonNONE
922908553VNQVANGUARD INDEX FDS$23.0M5.07%260,291CommonNONE
436893200HOMBHOME BANCSHARES INC$16.3M3.59%586,705CommonNONE
25434V732DFEMDIMENSIONAL ETF TRUST$14.2M3.13%429,703CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$11.8M2.59%147,509CommonNONE
25434V625DCORDIMENSIONAL ETF TRUST$8.5M1.87%115,134CommonNONE
25434V302DFAEDIMENSIONAL ETF TRUST$8.1M1.78%248,361CommonNONE
46434V100SLQDISHARES TR$4.7M1.04%93,546CommonNONE
25434V823DFARDIMENSIONAL ETF TRUST$4.3M0.94%187,371CommonNONE
922908769VTIVANGUARD INDEX FDS$4.2M0.92%12,450CommonNONE
594918104MSFTMICROSOFT CORP$3.1M0.69%6,500CommonNONE
037833100AAPLAPPLE INC$3.1M0.68%11,420CommonNONE
808524698SCHISCHWAB STRATEGIC TR$2.6M0.56%111,670CommonNONE
922908751VBVANGUARD INDEX FDS$2.3M0.50%8,851CommonNONE
46436E718SGOVISHARES TR$1.6M0.36%16,189CommonNONE
571903202MARMARRIOTT INTL INC NEW$1.4M0.32%4,650CommonNONE
921909768VXUSVANGUARD STAR FDS$1.4M0.32%19,065CommonNONE
922908363VOOVANGUARD INDEX FDS$1.4M0.31%2,226CommonNONE
023135106AMZNAMAZON COM INC$885,4260.19%3,836CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$876,6990.19%33,423CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$798,9600.18%12,789CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$792,2740.17%14,737CommonNONE
921937835BNDVANGUARD BD INDEX FDS$770,0160.17%10,396CommonNONE
760759100RSGREPUBLIC SVCS INC$711,4500.16%3,357CommonNONE
464287200IVVISHARES TR$642,4310.14%938CommonNONE
25434V880DFAXDIMENSIONAL ETF TRUST$577,5540.13%17,646CommonNONE
25434V104DFAUDIMENSIONAL ETF TRUST$576,6850.13%12,322CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$561,8720.12%20,880CommonNONE
25434V617DFAWDIMENSIONAL ETF TRUST$531,9060.12%7,190CommonNONE
67066G104NVDANVIDIA CORPORATION$520,6610.11%2,792CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$496,2490.11%10,270CommonNONE
25434V849DFNMDIMENSIONAL ETF TRUST$450,1010.10%9,344CommonNONE
02079K305GOOGLALPHABET INC$426,0940.09%1,361CommonNONE
30303M102METAMETA PLATFORMS INC$387,5640.09%587CommonNONE
025816109AXPAMERICAN EXPRESS CO$307,5360.07%831CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$293,7670.06%2,083CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$260,3820.06%808CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$255,4760.06%4,350CommonNONE
922908629VOVANGUARD INDEX FDS$225,7920.05%778CommonNONE
29358P101ENSGENSIGN GROUP INC$224,5440.05%1,289CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$210,4170.05%4,238CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$209,6060.05%417CommonNONE
7591EP100RFREGIONS FINANCIAL CORP NEW$209,3480.05%7,725CommonNONE
02079K107GOOGALPHABET INC$189,3370.04%603CommonNONE
863667101SYKSTRYKER CORPORATION$189,0910.04%538CommonNONE
464287614IWFISHARES TR$173,7020.04%367CommonNONE
92204A702VGTVANGUARD WORLD FD$168,8470.04%224CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$160,6840.04%5,858CommonNONE
20825C104COPCONOCOPHILLIPS$155,5800.03%1,662CommonNONE
25434V534DEXCDIMENSIONAL ETF TRUST$154,8110.03%2,558CommonNONE
437076102HDHOME DEPOT INC$146,9310.03%427CommonNONE
808524607SCHASCHWAB STRATEGIC TR$143,4520.03%5,037CommonNONE
46432F842IEFAISHARES TR$142,0630.03%1,588CommonNONE
68389X105ORCLORACLE CORP$134,0990.03%688CommonNONE
464287408IVEISHARES TR$121,5170.03%573CommonNONE
701094104PHPARKER-HANNIFIN CORP$119,5390.03%136CommonNONE
25434V781DISVDIMENSIONAL ETF TRUST$112,9270.02%2,972CommonNONE
184496107CLHCLEAN HARBORS INC$109,0340.02%465CommonNONE
17275R102CSCOCISCO SYS INC$104,2220.02%1,353CommonNONE
90214Q733AESRTWO RDS SHARED TR$99,0230.02%5,841CommonNONE
82509L107SHOPSHOPIFY INC$98,6750.02%613CommonNONE
166764100CVXCHEVRON CORP NEW$96,9330.02%636CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$88,3420.02%497CommonNONE
097023105BABOEING CO$86,1970.02%397CommonNONE
25434V401DFUSDIMENSIONAL ETF TRUST$85,3040.02%1,150CommonNONE
922908652VXFVANGUARD INDEX FDS$85,1830.02%407CommonNONE
25434V807DFIVDIMENSIONAL ETF TRUST$80,9520.02%1,622CommonNONE
718546104PSXPHILLIPS 66$80,9090.02%627CommonNONE
922020805VTIPVANGUARD MALVERN FDS$73,5480.02%1,487CommonNONE
921937827BSVVANGUARD BD INDEX FDS$70,2200.02%891CommonNONE
836100107SOUNSOUNDHOUND AI INC$67,6070.01%6,781CommonNONE
464287655IWMISHARES TR$65,7250.01%267CommonNONE
92206C565BNDWVANGUARD SCOTTSDALE FDS$64,5480.01%939CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$62,0740.01%1,388CommonNONE
25434V740DFEVDIMENSIONAL ETF TRUST$61,8310.01%1,833CommonNONE
464285204IAUISHARES GOLD TR$61,1220.01%753CommonNONE
922908744VTVVANGUARD INDEX FDS$59,7800.01%313CommonNONE
464287465EFAISHARES TR$59,1550.01%616CommonNONE
25434V815DFSVDIMENSIONAL ETF TRUST$57,0670.01%1,735CommonNONE
46137V142PHOINVESCO EXCHANGE TRADED FD T$56,3280.01%800CommonNONE
46428Q109SLVISHARES SILVER TR$53,4690.01%830CommonNONE
90214Q766AFIFTWO RDS SHARED TR$53,1390.01%5,647CommonNONE
75513E101RTXRTX CORPORATION$52,4530.01%286CommonNONE
209115104EDCONSOLIDATED EDISON INC$49,8590.01%502CommonNONE
88160R101TSLATESLA INC$48,5700.01%108CommonNONE
461202103INTUINTUIT$47,0320.01%71CommonNONE
704326107PAYXPAYCHEX INC$47,0040.01%419CommonNONE
78463V107GLDSPDR GOLD TR$46,3690.01%117CommonNONE
46432F396MTUMISHARES TR$44,5560.01%178CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$43,7740.01%305CommonNONE
369550108GDGENERAL DYNAMICS CORP$43,5810.01%129CommonNONE
78464A847SPMDSPDR SERIES TRUST$43,5490.01%752CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$42,7770.01%1,423CommonNONE
31428X106FDXFEDEX CORP$41,5960.01%144CommonNONE
464287804IJRISHARES TR$41,5830.01%346CommonNONE
25434V666DFLVDIMENSIONAL ETF TRUST$41,4550.01%1,212CommonNONE
654106103NKENIKE INC$40,9020.01%642CommonNONE
743315103PGRPROGRESSIVE CORP$38,2570.01%168CommonNONE
25434V765DIHPDIMENSIONAL ETF TRUST$33,0770.01%1,045CommonNONE
773121108RKLBROCKET LAB CORP$32,9270.01%472CommonNONE
464287309IVWISHARES TR$32,6640.01%265CommonNONE
370334104GISGENERAL MLS INC$32,5500.01%700CommonNONE
30231G102XOMEXXON MOBIL CORP$32,1310.01%267CommonNONE
580135101MCDMCDONALDS CORP$31,4800.01%103CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$31,3990.01%106CommonNONE
988498101YUMYUM BRANDS INC$30,5590.01%202CommonNONE
478160104JNJJOHNSON & JOHNSON$30,4220.01%147CommonNONE
532457108LLYELI LILLY & CO$30,2460.01%28CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$29,9330.01%107CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$27,9220.01%180CommonNONE
464287507IJHISHARES TR$27,7200.01%420CommonNONE
74624M102PPURE STORAGE INC$27,6090.01%412CommonNONE
74758T303QLYSQUALYS INC$26,5800.01%200CommonNONE
922908736VUGVANGUARD INDEX FDS$26,3450.01%54CommonNONE
92206C771VMBSVANGUARD SCOTTSDALE FDS$25,4240.01%540CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$25,2030.01%207CommonNONE
931142103WMTWALMART INC$24,3990.01%219CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$24,1210.01%202CommonNONE
464286509EWCISHARES INC$23,9990.01%445CommonNONE
228368106CCKCROWN HLDGS INC$23,5810.01%229CommonNONE
46432F339QUALISHARES TR$23,4380.01%118CommonNONE
25434V864DFSDDIMENSIONAL ETF TRUST$23,2990.01%486CommonNONE
464287101OEFISHARES TR$22,6370.00%66CommonNONE
92204A405VFHVANGUARD WORLD FD$22,5600.00%169CommonNONE
57636Q104MAMASTERCARD INCORPORATED$22,2650.00%39CommonNONE
G5960L103MDTMEDTRONIC PLC$21,9020.00%228CommonNONE
46090E103QQQINVESCO QQQ TR$21,8750.00%36CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$21,8220.00%32CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$21,0750.00%83CommonNONE
002824100ABTABBOTT LABS$20,9240.00%167CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$20,5280.00%36CommonNONE
46137V480XSVMINVESCO EXCHANGE TRADED FD T$20,3990.00%357CommonNONE
92206C664VTWOVANGUARD SCOTTSDALE FDS$20,3030.00%204CommonNONE
149123101CATCATERPILLAR INC$20,0510.00%35CommonNONE
855244109SBUXSTARBUCKS CORP$19,6210.00%233CommonNONE
49456B101KMIKINDER MORGAN INC DEL$19,6010.00%713CommonNONE
78464A508SPYVSPDR SERIES TRUST$19,5430.00%344CommonNONE
97717W851DXJWISDOMTREE TR$19,4620.00%135CommonNONE
G29183103ETNEATON CORP PLC$18,7930.00%59CommonNONE
46434V621DGROISHARES TR$17,9370.00%258CommonNONE
060505104BACBANK AMERICA CORP$17,4900.00%318CommonNONE
351858105FNVFRANCO NEV CORP$17,2050.00%83CommonNONE
464288588MBBISHARES TR$16,9500.00%178CommonNONE
882508104TXNTEXAS INSTRS INC$16,8290.00%97CommonNONE
780259305SHELSHELL PLC$16,7540.00%228CommonNONE
91913Y100VLOVALERO ENERGY CORP$16,6050.00%102CommonNONE
44107P104HSTHOST HOTELS & RESORTS INC$16,5780.00%935CommonNONE
14040H105COFCAPITAL ONE FINL CORP$16,4810.00%68CommonNONE
254687106DISDISNEY WALT CO$16,3830.00%144CommonNONE
25434V831DUHPDIMENSIONAL ETF TRUST$16,3530.00%430CommonNONE
61559X104MLTXMOONLAKE IMMUNOTHERAPEUTICS$16,0670.00%1,219CommonNONE
235851102DHRDANAHER CORPORATION$16,0250.00%70CommonNONE
464287176TIPISHARES TR$15,8280.00%144CommonNONE
26142V105DKNGDRAFTKINGS INC NEW$15,6800.00%455CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$15,6460.00%27CommonNONE
742718109PGPROCTER AND GAMBLE CO$15,3350.00%107CommonNONE
78463X202FEZSPDR INDEX SHS FDS$15,2610.00%237CommonNONE
98389B100XELXCEL ENERGY INC$15,1420.00%205CommonNONE
055622104BPBP PLC$14,7610.00%425CommonNONE
464289859AOAISHARES TR$14,6880.00%164CommonNONE
58933Y105MRKMERCK & CO INC$14,4210.00%137CommonNONE
11135F101AVGOBROADCOM INC$14,1910.00%41CommonNONE
464287630IWNISHARES TR$14,1350.00%78CommonNONE
171756109DAICCID HOLDCO INC$13,8630.00%30,887CommonNONE
231021106CMICUMMINS INC$13,7830.00%27CommonNONE
92189F676SMHVANECK ETF TRUST$13,6850.00%38CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$13,5340.00%94CommonNONE
464287291IXNISHARES TR$13,3350.00%127CommonNONE
644323107FSSLFS SPECIALTY LENDING FD$13,2920.00%940CommonNONE
65339F101NEENEXTERA ENERGY INC$12,9260.00%161CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$12,8750.00%39CommonNONE
46434G103IEMGISHARES INC$12,8400.00%191CommonNONE
464289875AOMISHARES TR$12,6490.00%265CommonNONE
844741108LUVSOUTHWEST AIRLS CO$12,6470.00%306CommonNONE
009158106APDAIR PRODS & CHEMS INC$12,3510.00%50CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$12,3500.00%16CommonNONE
609207105MDLZMONDELEZ INTL INC$12,2740.00%228CommonNONE
921910709EDVVANGUARD WORLD FD$11,9620.00%184CommonNONE
020002101ALLALLSTATE CORP$11,8650.00%57CommonNONE
464287325IXJISHARES TR$11,7860.00%121CommonNONE
921932778VIOVVANGUARD ADMIRAL FDS INC$11,7320.00%120CommonNONE
464286343POWRISHARES INC$11,6950.00%497CommonNONE
548661107LOWLOWES COS INC$11,5760.00%48CommonNONE
26875P101EOGEOG RES INC$11,0270.00%105CommonNONE
00287Y109ABBVABBVIE INC$10,9680.00%48CommonNONE
713448108PEPPEPSICO INC$10,9080.00%76CommonNONE
907818108UNPUNION PAC CORP$10,8730.00%47CommonNONE
244199105DEDEERE & CO$10,7090.00%23CommonNONE
74460D109PSAPUBLIC STORAGE OPER CO$10,6400.00%41CommonNONE
316092808FTECFIDELITY COVINGTON TRUST$10,3350.00%46CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$10,2170.00%66CommonNONE
191216100KOCOCA COLA CO$10,2070.00%146CommonNONE
06738E204BCSBARCLAYS PLC$10,1800.00%400CommonNONE
37954Y673PAVEGLOBAL X FDS$9,7890.00%205CommonNONE
922908611VBRVANGUARD INDEX FDS$9,7430.00%46CommonNONE
464288620USIGISHARES TR$9,6810.00%187CommonNONE
78464A862XSDSPDR SERIES TRUST$9,6480.00%30CommonNONE
46434V456IQLTISHARES TR$9,5450.00%210CommonNONE
46137V340RSPFINVESCO EXCHANGE TRADED FD T$9,3410.00%119CommonNONE
770700102HOODROBINHOOD MKTS INC$9,2750.00%82CommonNONE
438516106HONHONEYWELL INTL INC$9,1700.00%47CommonNONE
026874784AIGAMERICAN INTL GROUP INC$9,1540.00%107CommonNONE
316092709FIDUFIDELITY COVINGTON TRUST$8,9080.00%108CommonNONE
G54950103LINLINDE PLC$8,5280.00%20CommonNONE
771049103RBLXROBLOX CORP$8,4280.00%104CommonNONE
70805E109PNTGPENNANT GROUP INC$8,3050.00%295CommonNONE
316841105FIGFIGMA INC$8,2970.00%222CommonNONE
464287499IWRISHARES TR$7,9910.00%83CommonNONE
636274409NGGNATIONAL GRID PLC$7,8900.00%102CommonNONE
921932703VOOVVANGUARD ADMIRAL FDS INC$7,7850.00%38CommonNONE
56400P706MNKDMANNKIND CORP$7,6440.00%1,348CommonNONE
031162100AMGNAMGEN INC$7,5290.00%23CommonNONE
92206C714VONVVANGUARD SCOTTSDALE FDS$7,3840.00%80CommonNONE
29250N105ENBENBRIDGE INC$7,2710.00%152CommonNONE
F92124100TTETOTALENERGIES SE$7,2620.00%111CommonNONE
375558103GILDGILEAD SCIENCES INC$7,2420.00%59CommonNONE
718172109PMPHILIP MORRIS INTL INC$7,2180.00%45CommonNONE
92206C706VGITVANGUARD SCOTTSDALE FDS$7,1920.00%120CommonNONE
842587107SOSOUTHERN CO$7,1510.00%82CommonNONE
72201R882ZROZPIMCO ETF TR$6,4250.00%100CommonNONE
94106L109WMWASTE MGMT INC DEL$6,3720.00%29CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$6,2940.00%66CommonNONE
679580100ODFLOLD DOMINION FREIGHT LINE IN$6,2720.00%40CommonNONE
464287671IUSGISHARES TR$6,0460.00%36CommonNONE
088606108BHPBHP GROUP LTD$6,0370.00%100CommonNONE
74340W103PLDPROLOGIS INC.$5,8730.00%46CommonNONE
98980L101ZNGAZOOM COMMUNICATIONS INC$5,8680.00%68CommonNONE
921910816MGKVANGUARD WORLD FD$5,7790.00%14CommonNONE
58155Q103MCKMCKESSON CORP$5,7430.00%7CommonNONE
33734X176FXLFIRST TR EXCHANGE TRADED FD$5,7220.00%34CommonNONE
00206R102TAT&T INC$5,7140.00%230CommonNONE
78464A706DGTSPDR SERIES TRUST$5,6680.00%34CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$5,6640.00%105CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$5,6640.00%10CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$5,6360.00%27CommonNONE
08975B109BBAIBIGBEAR AI HLDGS INC$5,4000.00%1,000CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$5,3560.00%1CommonNONE
902973304USBUS BANCORP DEL$5,2830.00%99CommonNONE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$5,0860.00%67CommonNONE
46434G764EMXCISHARES INC$5,0150.00%69CommonNONE
219350105GLWCORNING INC$4,9910.00%57CommonNONE
85207H104PHYSSPROTT ASSET MANAGEMENT LP$4,9530.00%150CommonNONE
92826C839VVISA INC$4,9100.00%14CommonNONE
464287150ITOTISHARES TR$4,9070.00%33CommonNONE
464288281EMBISHARES TR$4,8140.00%50CommonNONE
03073E105CORCENCORA INC$4,7290.00%14CommonNONE
136069101CMCANADIAN IMPERIAL BANK OF CO$4,7120.00%52CommonNONE
64110L106NFLXNETFLIX INC$4,6880.00%50CommonNONE
78464A664SPTLSPDR SERIES TRUST$4,6860.00%177CommonNONE
126650100CVSCVS HEALTH CORP$4,6030.00%58CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$4,5720.00%39CommonNONE
595112103MUMICRON TECHNOLOGY INC$4,5670.00%16CommonNONE
25434V773DFISDIMENSIONAL ETF TRUST$4,5130.00%137CommonNONE
110448107BTIBRITISH AMERN TOB PLC$4,4730.00%79CommonNONE
64428N109NUAINEW ERA ENERGY & DIGITAL INC$4,3950.00%1,500CommonNONE
38748G101BARGRANITESHARES GOLD TR$4,3340.00%102CommonNONE
37954Y871URAGLOBAL X FDS$4,2730.00%100CommonNONE
00302M106XAGDXABRDN GLOBAL DYNAMIC DIVIDEN$4,2100.00%361CommonNONE
47103U852JMBSJANUS DETROIT STR TR$4,2040.00%92CommonNONE
46434V381XTISHARES TR$4,1850.00%60CommonNONE
717081103PFEPFIZER INC$4,1840.00%168CommonNONE
78464A763SDYSPDR SERIES TRUST$4,1750.00%30CommonNONE
038222105AMATAPPLIED MATLS INC$4,1120.00%16CommonNONE
835699307SONYSONY GROUP CORP$4,0960.00%160CommonNONE
46090F100PDBCINVESCO ACTVELY MNGD ETC FD$4,0810.00%308CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$4,0810.00%9CommonNONE
89832Q109TFCTRUIST FINL CORP$3,9870.00%81CommonNONE
80105N105SNYSANOFI SA$3,9260.00%81CommonNONE
464287796IYEISHARES TR$3,8980.00%82CommonNONE
87807B107TRPTC ENERGY CORP$3,8510.00%70CommonNONE
12572Q105CMECME GROUP INC$3,8240.00%14CommonNONE
962166104WYWEYERHAEUSER CO MTN BE$3,7910.00%160CommonNONE
464287762IYHISHARES TR$3,7760.00%58CommonNONE
369604301GEGE AEROSPACE$3,6970.00%12CommonNONE
23703Q203DQDAQO NEW ENERGY CORP$3,6880.00%125CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$3,6410.00%17CommonNONE
00215W100ASXASE TECHNOLOGY HLDG CO LTD$3,6230.00%225CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$3,5850.00%88CommonNONE
316092600FHLCFIDELITY COVINGTON TRUST$3,5660.00%48CommonNONE
197236102COLBCOLUMBIA BKG SYS INC$3,5220.00%126CommonNONE
756109104OREALTY INCOME CORP$3,4950.00%62CommonNONE
14149Y108CAHCARDINAL HEALTH INC$3,4940.00%17CommonNONE
143658300CCL1EURCARNIVAL CORP$3,4820.00%114CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$3,4500.00%4CommonNONE
66987V109NVSNOVARTIS AG$3,4470.00%25CommonNONE
670100205NVONOVO-NORDISK A S$3,3590.00%66CommonNONE
46138J619OMFLINVESCO EXCH TRD SLF IDX FD$3,3020.00%54CommonNONE
337932107FEFIRSTENERGY CORP$3,2690.00%73CommonNONE
G0403H108AONAON PLC$3,1760.00%9CommonNONE
85208R101CEFSPROTT ASSET MANAGEMENT LP$3,1150.00%68CommonNONE
26922B527BGIGETF SER SOLUTIONS$3,1070.00%96CommonNONE
922908595VBKVANGUARD INDEX FDS$3,0220.00%10CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$3,0130.00%55CommonNONE
247361702DALDELTA AIR LINES INC DEL$2,9850.00%43CommonNONE
31613E103FETHFIDELITY ETHEREUM FD$2,9610.00%100CommonNONE
00214Q401ARKWARK ETF TR$2,9550.00%20CommonNONE
398433102GFFGRIFFON CORP$2,9460.00%40CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$2,8830.00%25CommonNONE
922042718VSSVANGUARD INTL EQUITY INDEX F$2,8670.00%20CommonNONE
37733W204GSKGSK PLC$2,7960.00%57CommonNONE
539439109LYGLLOYDS BANKING GROUP PLC$2,6500.00%500CommonNONE
494368103KMBKIMBERLY-CLARK CORP$2,6240.00%26CommonNONE
74834L100DGXQUEST DIAGNOSTICS INC$2,6030.00%15CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$2,5900.00%22CommonNONE
89269P103COOKTRAEGER INC$2,5720.00%2,381CommonNONE
26874R108EENI S P A$2,5420.00%67CommonNONE
46138E628KBWBINVESCO EXCH TRADED FD TR II$2,5290.00%30CommonNONE
22266T109CPNGCOUPANG INC$2,5250.00%107CommonNONE
949746101WMT2WELLS FARGO CO NEW$2,5170.00%27CommonNONE
25243Q205DEODIAGEO PLC$2,5020.00%29CommonNONE
92189H300EMLCVANECK ETF TRUST$2,4790.00%96CommonNONE
464288729EXIISHARES TR$2,4550.00%14CommonNONE
482480100KLACKLA CORP$2,4310.00%2CommonNONE
46435U853USHYISHARES TR$2,3560.00%63CommonNONE
063671101BMOBANK MONTREAL QUE$2,3370.00%18CommonNONE
88339J105TTDTHE TRADE DESK INC$2,2780.00%60CommonNONE
92511U102VRRMVERRA MOBILITY CORP$2,2410.00%100CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$2,2070.00%30CommonNONE
92189F106GDXVANECK ETF TRUST$2,1450.00%25CommonNONE
617446448MSMORGAN STANLEY$2,1310.00%12CommonNONE
00724F101ADBEADOBE INC$2,1000.00%6CommonNONE
500767306KWEBKRANESHARES TRUST$2,0780.00%61CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$2,0650.00%119CommonNONE
464287341IXCISHARES TR$2,0550.00%49CommonNONE
747525103QCOMQUALCOMM INC$2,0530.00%12CommonNONE
003260106PPLTABRDN PLATINUM ETF TRUST$2,0510.00%11CommonNONE
92912R104IGAVOYA GLBL ADV & PREM OPP FD$2,0130.00%207CommonNONE
969457100WMBWILLIAMS COS INC$1,9840.00%33CommonNONE
26884L109EQTEQT CORP$1,9840.00%37CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$1,9620.00%24CommonNONE
904767803ULUNILEVER PLC$1,9620.00%30CommonNONE
36828A101GEVGE VERNOVA INC$1,9610.00%3CommonNONE
71385M107PRMPERIMETER SOLUTIONS INC$1,9550.00%71CommonNONE
69351T106PPLPPL CORP$1,8570.00%53CommonNONE
79466L302CRMSALESFORCE INC$1,8550.00%7CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$1,8500.00%50CommonNONE
55024U109LITELUMENTUM HLDGS INC$1,8430.00%5CommonNONE
811916105SASEABRIDGE GOLD INC$1,8050.00%61CommonNONE
00214Q104ARKKARK ETF TR$1,7700.00%23CommonNONE
86333M108LRNSTRIDE INC$1,7540.00%27CommonNONE
036752103ELVELEVANCE HEALTH INC FORMERLY$1,7530.00%5CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$1,7240.00%6CommonNONE
808513105SCHWSCHWAB CHARLES CORP$1,7190.00%17CommonNONE
512807306LRCXLAM RESEARCH CORP$1,7120.00%10CommonNONE
303250104FICOFAIR ISAAC CORP$1,6910.00%1CommonNONE
125523100CITHE CIGNA GROUP$1,6520.00%6CommonNONE
316092204FDISFIDELITY COVINGTON TRUST$1,6350.00%16CommonNONE
172967424CCITIGROUP INC$1,6340.00%14CommonNONE
911363109URIUNITED RENTALS INC$1,6190.00%2CommonNONE
02209S103MOALTRIA GROUP INC$1,6150.00%28CommonNONE
92189F817VNMVANECK ETF TRUST$1,6030.00%84CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$1,5810.00%9CommonNONE
78409V104SPGIS&P GLOBAL INC$1,5680.00%3CommonNONE
773903109ROKROCKWELL AUTOMATION INC$1,5570.00%4CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$1,5370.00%36CommonNONE
81762P102NOWSERVICENOW INC$1,5320.00%10CommonNONE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$1,5250.00%20CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1,5200.00%5CommonNONE
95040Q104WELLWELLTOWER INC$1,4850.00%8CommonNONE
278642103EBAYEBAY INC.$1,4810.00%17CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$1,4770.00%18CommonNONE
92939U106WECWEC ENERGY GROUP INC$1,4770.00%14CommonNONE
040413205ANETARISTA NETWORKS INC$1,4420.00%11CommonNONE
92204A504VHTVANGUARD WORLD FD$1,4400.00%5CommonNONE
82982T106SITMSITIME CORP$1,4130.00%4CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$1,4070.00%3CommonNONE
592688105MTDMETTLER TOLEDO INTERNATIONAL$1,3950.00%1CommonNONE
46138G698RWLINVESCO EXCH TRADED FD TR II$1,3740.00%12CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$1,3690.00%15CommonNONE
032095101APHAMPHENOL CORP NEW$1,3520.00%10CommonNONE
464286400EWZISHARES INC$1,3350.00%42CommonNONE
893641100TDGTRANSDIGM GROUP INC$1,3300.00%1CommonNONE
78464A391EBNDSPDR SERIES TRUST$1,3250.00%62CommonNONE
19247G107COHRCOHERENT CORP$1,2920.00%7CommonNONE
88579Y101MMM3M CO$1,2810.00%8CommonNONE
55306N104MKSIMKS INC.$1,2790.00%8CommonNONE
01741R102ATIATI INC$1,2630.00%11CommonNONE
500767736IVOLKRANESHARES TRUST$1,2460.00%65CommonNONE
67077M108NTRNUTRIEN LTD$1,2350.00%20CommonNONE
872540109TJXTJX COS INC NEW$1,2290.00%8CommonNONE
92343E102VRSNVERISIGN INC$1,2150.00%5CommonNONE
958102105WDCWESTERN DIGITAL CORP$1,2060.00%7CommonNONE
13321L108CCJCAMECO CORP$1,1900.00%13CommonNONE
008474108AEMAGNICO EAGLE MINES LTD$1,1870.00%7CommonNONE
29261A100EHCENCOMPASS HEALTH CORP$1,1680.00%11CommonNONE
880770102TERTERADYNE INC$1,1620.00%6CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$1,1620.00%2CommonNONE
46434G780EWSISHARES INC$1,1560.00%42CommonNONE
518439104ELLAUDER ESTEE COS INC$1,1520.00%11CommonNONE
538034109LYVLIVE NATION ENTERTAINMENT IN$1,1400.00%8CommonNONE
92189F791GDXJVANECK ETF TRUST$1,1380.00%10CommonNONE
636180101NFGNATIONAL FUEL GAS CO$1,1210.00%14CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$1,1140.00%6CommonNONE
955306105WSTWEST PHARMACEUTICAL SVSC INC$1,1010.00%4CommonNONE
60471A101MIRMIRION TECHNOLOGIES INC$1,1010.00%47CommonNONE
585464100MLCOMELCO RESORTS AND ENTMNT LTD$1,0980.00%145CommonNONE
09260D107BXBLACKSTONE INC$1,0790.00%7CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$1,0600.00%3CommonNONE
278865100ECLECOLAB INC$1,0510.00%4CommonNONE
85208P303URNMSPROTT FDS TR$1,0430.00%19CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$1,0290.00%4CommonNONE
031100100AMEAMETEK INC$1,0270.00%5CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$1,0240.00%10CommonNONE
48251W104KKRKKR & CO INC$1,0200.00%8CommonNONE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$1,0160.00%5CommonNONE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$1,0080.00%7CommonNONE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$9860.00%3CommonNONE
741511109PSMTPRICESMART INC$9820.00%8CommonNONE
03076C106AMPAMERIPRISE FINL INC$9810.00%2CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$9720.00%6CommonNONE
539830109LMTLOCKHEED MARTIN CORP$9680.00%2CommonNONE
552690109MDUMDU RES GROUP INC$9570.00%49CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$9380.00%3CommonNONE
H1467J104CBCHUBB LIMITED$9370.00%3CommonNONE
171779309CIENCIENA CORP$9360.00%4CommonNONE
697435105PANWPALO ALTO NETWORKS INC$9210.00%5CommonNONE
517834107LVSLAS VEGAS SANDS CORP$9120.00%14CommonNONE
609839105MPWRMONOLITHIC PWR SYS INC$9070.00%1CommonNONE
205768302CRKCOMSTOCK RES INC$9050.00%39CommonNONE
G65431127NENOBLE CORP PLC$9040.00%32CommonNONE
46266A109IRMDIRADIMED CORP$8760.00%9CommonNONE
G5784H106MANUMANCHESTER UTD PLC NEW$8760.00%55CommonNONE
G25508105CRHCRH PLC$8740.00%7CommonNONE
00214Q302ARKGARK ETF TR$8700.00%30CommonNONE
45073V108ITTITT INC$8680.00%5CommonNONE
929740108WABWABTEC$8540.00%4CommonNONE
30212P303EXPEEXPEDIA GROUP INC$8500.00%3CommonNONE
146869102CVNACARVANA CO$8450.00%2CommonNONE
60937P106MDBMONGODB INC$8400.00%2CommonNONE
61945C103MOSMOSAIC CO NEW$8200.00%34CommonNONE
046433108ATROASTRONICS CORP$8140.00%15CommonNONE
56585A102MPCMARATHON PETE CORP$8140.00%5CommonNONE
872590104TMUST-MOBILE US INC$8130.00%4CommonNONE
55261F104MTBM & T BK CORP$8060.00%4CommonNONE
443573100HUBSHUBSPOT INC$8030.00%2CommonNONE
651639106NEMNEWMONT CORP$7990.00%8CommonNONE
291011104EMREMERSON ELEC CO$7970.00%6CommonNONE
18915M107NETCLOUDFLARE INC$7890.00%4CommonNONE
H01301128ALCALCON AG$7890.00%10CommonNONE
27579R104EWBCEAST WEST BANCORP INC$7870.00%7CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$7790.00%2CommonNONE
55825T103MSGSMADISON SQUARE GRDN SPRT COR$7760.00%3CommonNONE
29444U700EQIXEQUINIX INC$7670.00%1CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$7620.00%15CommonNONE
83088M102SWKSSKYWORKS SOLUTIONS INC$7610.00%12CommonNONE
422806208HEI/AHEICO CORP NEW$7580.00%3CommonNONE
98978V103ZTSZOETIS INC$7550.00%6CommonNONE
G6683N103NUNU HLDGS LTD$7540.00%45CommonNONE
172908105CTASCINTAS CORP$7530.00%4CommonNONE
64110D104NTAPNETAPP INC$7500.00%7CommonNONE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$7470.00%9CommonNONE
85423L103SAROSTANDARDAERO INC$7460.00%26CommonNONE
47233W109JEFJEFFERIES FINL GROUP INC$7440.00%12CommonNONE
452308109ITWILLINOIS TOOL WKS INC$7390.00%3CommonNONE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$7290.00%3CommonNONE
761152107RMDRESMED INC$7230.00%3CommonNONE
778296103ROSTROSS STORES INC$7210.00%4CommonNONE
00971T101AKAMAKAMAI TECHNOLOGIES INC$6980.00%8CommonNONE
447462102HURNHURON CONSULTING GROUP INC$6920.00%4CommonNONE
833034101SNASNAP ON INC$6900.00%2CommonNONE
466313103JBLJABIL INC$6850.00%3CommonNONE
00846U101AAGILENT TECHNOLOGIES INC$6810.00%5CommonNONE
19260Q107COINCOINBASE GLOBAL INC$6790.00%3CommonNONE
858119100STLDSTEEL DYNAMICS INC$6780.00%4CommonNONE
45168D104IDXXIDEXX LABS INC$6770.00%1CommonNONE
98980G102ZSZSCALER INC$6750.00%3CommonNONE
29362U104ENTGENTEGRIS INC$6740.00%8CommonNONE
942622200WSOWATSCO INC$6740.00%2CommonNONE
92345Y106VRSKVERISK ANALYTICS INC$6720.00%3CommonNONE
922475108VEEVVEEVA SYS INC$6700.00%3CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$6700.00%3CommonNONE
817070501SENEASENECA FOODS CORP NEW$6640.00%6CommonNONE
610236101MNROMONRO INC$6620.00%33CommonNONE
23204G100CUBICUSTOMERS BANCORP INC$6590.00%9CommonNONE
693718108PCARPACCAR INC$6580.00%6CommonNONE
60646V105MCWMISTER CAR WASH INC$6570.00%118CommonNONE
384109104GGGGRACO INC$6560.00%8CommonNONE
558256103MSGEMADISON SQUARE GARDEN ENTMT$6470.00%12CommonNONE
49177J102KVUEKENVUE INC$6390.00%37CommonNONE
498894104KNFKNIFE RIVER CORP$6340.00%9CommonNONE
512816109LAMRLAMAR ADVERTISING CO NEW$6330.00%5CommonNONE
59156R108METMETLIFE INC$6320.00%8CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$6300.00%5CommonNONE
144285103CRSCARPENTER TECHNOLOGY CORP$6300.00%2CommonNONE
46222L108IONQIONQ INC$6290.00%14CommonNONE
20030N101CMCSACOMCAST CORP NEW$6280.00%21CommonNONE
550021109LULULULULEMON ATHLETICA INC$6240.00%3CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$6230.00%1CommonNONE
29452E101EQHEQUITABLE HLDGS INC$6200.00%13CommonNONE
443201108HWMHOWMET AEROSPACE INC$6160.00%3CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$6140.00%8CommonNONE
285512109EAELECTRONIC ARTS INC$6130.00%3CommonNONE
136385101CNQCANADIAN NAT RES LTD$6100.00%18CommonNONE
30063P105EXKEXACT SCIENCES CORP$6100.00%6CommonNONE
H2906T109GRMNGARMIN LTD$6090.00%3CommonNONE

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.