MondegarAI
Acumen Wealth Advisors, LLC

Q1 2026 · 13F-HR

Acumen Wealth Advisors, LLCholdings as filed

Filed 2026-05-13 · accession 0001939202-26-000003

$371.8M
Reported value
439
Positions
2026-03-31
Period end
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The Brief · Acumen Wealth Advisors, LLC · Q1 2026

AI · grounded in 13F

Acumen Wealth Advisors, LLC increased its position in NFLX by 3,252.19%, the largest share increase of the period. The fund also accumulated shares in PULS and IJR. Conversely, the firm trimmed its holdings in ASML by 77.42% and USFR by 69.99%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$49.9M13.4%76,357CommonSOLE
464287226AGGISHARES TR$34.5M9.29%347,987CommonNONE
594918104MSFTMICROSOFT CORP$13.9M3.74%37,543CommonSOLE
037833100AAPLAPPLE INC$12.9M3.47%50,843CommonSOLE
02079K305GOOGLALPHABET INC$12.5M3.35%43,297CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$11.7M3.13%181,839CommonSOLE
464287804IJRISHARES TR$10.6M2.85%85,138CommonSOLE
30303M102METAMETA PLATFORMS INC$9.7M2.61%16,976CommonSOLE
023135106AMZNAMAZON COM INC$9.1M2.45%43,775CommonSOLE
478160104JNJJOHNSON & JOHNSON$8.7M2.34%35,663CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$8.6M2.31%17,930CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$8.6M2.30%25,241CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$8.3M2.24%167,287CommonSOLE
512807306LRCXLAM RESEARCH CORP$7.7M2.08%36,185CommonSOLE
11135F101AVGOBROADCOM INC$7.7M2.07%24,872CommonSOLE
67066G104NVDANVIDIA CORPORATION$6.9M1.84%39,323CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$6.2M1.66%12,562CommonSOLE
92826C839VVISA INC$5.3M1.42%17,467CommonSOLE
902973304USBUS BANCORP$4.9M1.32%93,572CommonSOLE
14808P109CASSCASS INFORMATION SYS INC$4.7M1.25%105,819CommonSOLE
002824100ABTABBOTT LABORATORIES$4.6M1.24%44,981CommonSOLE
532457108LLYELI LILLY & CO$4.0M1.08%4,366CommonSOLE
882508104TXNTEXAS INSTRS INC$3.9M1.05%20,119CommonSOLE
79466L302CRMSALESFORCE INC$3.8M1.02%20,230CommonSOLE
191216100KOCOCA COLA CO$3.7M1.01%48,905CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$3.6M0.97%11,855CommonSOLE
872540109TJXTJX COS INC NEW$3.6M0.96%22,250CommonSOLE
88160R101TSLATESLA INC$3.5M0.94%9,352CommonSOLE
58933Y105MRKMERCK & CO INC$3.3M0.89%27,226CommonSOLE
904767803ULUNILEVER PLC$3.3M0.88%56,863CommonSOLE
69344A107PULSPGIM ETF TR$3.2M0.87%64,858CommonSOLE
482480100KLACKLA CORP$3.2M0.85%2,142CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$3.1M0.85%6,816CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$3.0M0.82%11,255CommonSOLE
405552100HLNHALEON PLC$2.9M0.78%291,363CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$2.9M0.77%40,003CommonSOLE
46434V860TFLOISHARES TR$2.5M0.67%49,242CommonSOLE
125523100CITHE CIGNA GROUP$2.5M0.66%9,266CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$2.5M0.66%12,504CommonSOLE
64110L106NFLXNETFLIX INC.$2.4M0.65%25,242CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$2.3M0.63%11,809CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$2.1M0.57%14,226CommonNONE
803054204SAPSAP SE$2.1M0.57%12,387CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$2.1M0.57%7,173CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$2.0M0.55%6,935CommonSOLE
75526L878FEOERBB FUND TRUST$1.8M0.48%35,489CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$1.5M0.41%3,050CommonSOLE
025072174AVNMAMERICAN CENTY ETF TR$1.5M0.40%19,696CommonSOLE
871607107SNPSSYNOPSYS INC$1.3M0.36%3,404CommonSOLE
931142103WMTWALMART INC$1.3M0.35%10,429CommonSOLE
00755E105RTX CORPORATION$1.2M0.34%6,470CommonSOLE
892672106TWTRADEWEB MKTS INC$1.2M0.32%10,049CommonSOLE
02079K107GOOGALPHABET INC$1.2M0.32%4,121CommonSOLE
25243Q205DEODIAGEO PLC$1.1M0.31%15,269CommonSOLE
36828A101GEVGE VERNOVA INC$1.1M0.31%1,301CommonSOLE
595112103MUMICRON TECHNOLOGY INC$1.1M0.30%3,333CommonSOLE
G29183103ETNEATON CORP PLC$1.1M0.30%3,075CommonSOLE
65339F101NEENEXTERA ENERGY INC$1.1M0.29%11,653CommonSOLE
09290D101BLKBLACKROCK INC$1.1M0.28%1,101CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$1.1M0.28%6,442CommonSOLE
172967424CCITIGROUP INC$1.0M0.28%9,246CommonSOLE
97717Y527USFRWISDOMTREE TR$1.0M0.28%20,549CommonSOLE
949746101WMT2WELLS FARGO & CO$1.0M0.27%12,743CommonSOLE
701094104PHPARKER-HANNIFIN CORP$989,2410.27%1,105CommonSOLE
30231G102XOMEXXON MOBIL CORP$975,5460.26%5,750CommonSOLE
N07059210ASMLASML HLDG NV$928,5440.25%703CommonSOLE
00287Y109ABBVABBVIE INC$917,9390.25%4,221CommonSOLE
375558103GILDGILEAD SCIENCES INC$886,1150.24%6,358CommonSOLE
464288570DSIISHARES TR$876,4470.24%7,232CommonSOLE
040413205ANETARISTA NETWORKS INC$874,0720.24%7,119CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$871,2680.23%3,477CommonSOLE
670100205NVONOVO-NORDISK A S$859,0570.23%22,619CommonSOLE
922907696VSDMVANGUARD MUN BD FDS$844,0730.23%11,064CommonSOLE
87612G101TRGPTARGA RES CORP$830,1680.22%3,311CommonSOLE
969457100WMBWILLIAMS COS INC$828,0920.22%11,378CommonSOLE
872590104TMUST-MOBILE US INC$817,6470.22%3,893CommonSOLE
81762P102NOWSERVICENOW INC$813,2960.22%7,779CommonSOLE
149123101CATCATERPILLAR INC$695,0000.19%981CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$692,5410.19%2,480CommonSOLE
032095101APHAMPHENOL CORP$667,1940.18%5,272CommonSOLE
G54950103LINLINDE PLC$659,8570.18%1,331CommonSOLE
29444U700EQIXEQUINIX INC$654,8020.18%668CommonSOLE
751212101RLRALPH LAUREN CORP$647,3120.17%1,877CommonSOLE
35671D857FCXFREEPORT MCMORAN INC$608,1970.16%10,347CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$606,7080.16%2,989CommonSOLE
03027X100AMTAMERICAN TOWER CORP$552,4290.15%3,201CommonSOLE
770700102HOODROBINHOOD MKTS INC$494,8030.13%7,140CommonSOLE
316092808FTECFIDELITY COVINGTON TRUST$410,1510.11%1,971CommonSOLE
244199105DEDEERE & CO$369,4580.10%654CommonSOLE
464287465EFAISHARES TR$317,3240.09%3,267CommonSOLE
464287689IWVISHARES TR$289,5020.08%781CommonSOLE
94106L109WMWASTE MGMT INC DEL$283,7910.08%1,235CommonSOLE
437076102HDHOME DEPOT INC$275,2810.07%837CommonSOLE
320517105FHNFIRST HORIZON CORPORATION$260,2440.07%11,350CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$256,3350.07%303CommonSOLE
219350105GLWCORNING INC$241,6190.06%1,777CommonSOLE
464285204IAUISHARES GOLD TR$239,0900.06%2,712CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$204,4440.05%205CommonSOLE
742718109PGPROCTER & GAMBLE CO$199,9050.05%1,384CommonSOLE
760759100RSGREPUBLIC SVCS INC$197,1180.05%900CommonSOLE
718172109PMPHILIP MORRIS INTL INC$195,6690.05%1,173CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$185,6620.05%1,397CommonSOLE
00894E113TRAVELERS COMPANIES INC$184,0510.05%631CommonSOLE
72348N109PNFPPINNACLE FINL PARTNERS INC$178,2240.05%2,069CommonSOLE
464287507IJHISHARES TR$166,3270.04%2,463CommonSOLE
808524839SCHZSCHWAB STRATEGIC TR$158,1750.04%6,812CommonSOLE
55336V100MPLXMPLX LP$148,5540.04%2,603CommonSOLE
166764100CVXCHEVRON CORPORATION$145,2440.04%702CommonSOLE
00206R102TAT&T INC$138,4280.04%4,775CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$137,2320.04%1,048CommonSOLE
68389X105ORCLORACLE CORP$133,5760.04%908CommonSOLE
548661107LOWLOWES COS INC$130,1910.04%551CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$129,1020.03%1,176CommonSOLE
464288836IHEISHARES TR$128,2870.03%1,480CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$125,5110.03%4,091CommonSOLE
580135101MCDMCDONALDS CORP$119,0330.03%383CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$113,4220.03%254CommonSOLE
78463V107GLDSPDR GOLD TR$113,1670.03%263CommonSOLE
46641Q159JPIEJ P MORGAN EXCHANGE TRADED F$112,7800.03%2,448CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$111,2080.03%184CommonSOLE
464287291IXNISHARES TR$110,9670.03%1,110CommonSOLE
31428X106FDXFEDEX CORP$107,3580.03%300CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$106,6230.03%4,025CommonSOLE
464288240ACWXISHARES TR$106,4710.03%1,555CommonSOLE
34354P105FLSFLOWSERVE CORP$101,1580.03%1,372CommonSOLE
747525103QCOMQUALCOMM INC$98,7750.03%767CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$98,6270.03%905CommonSOLE
02209S103MOALTRIA GROUP INC$97,8260.03%1,459CommonSOLE
075887109BDXBECTON DICKINSON & CO$97,4830.03%620CommonSOLE
018802108LNTALLIANT ENERGY CORP$96,8760.03%1,350CommonSOLE
713448108PEPPEPSICO INC$91,9320.02%592CommonSOLE
316092600FHLCFIDELITY COVINGTON TRUST$89,9050.02%1,278CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$88,2810.02%2,333CommonSOLE
254687106DISDISNEY WALT CO$79,6100.02%826CommonSOLE
90139K100QLTYGMO ETF TRUST$79,0530.02%2,180CommonSOLE
17275R102CSCOCISCO SYS INC$74,0210.02%954CommonSOLE
717081103PFEPFIZER INC$73,6820.02%2,624CommonSOLE
808524508SCHMSCHWAB STRATEGIC TR$71,1580.02%2,298CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$70,7510.02%340CommonSOLE
031162100AMGNAMGEN INC$70,3700.02%200CommonSOLE
171779309CIENCIENA CORP$66,3880.02%171CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$66,0680.02%703CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$61,4020.02%354CommonSOLE
464287788IYFISHARES TR$58,8300.02%500CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$58,5880.02%288CommonSOLE
922908769VTIVANGUARD INDEX FDS$58,0740.02%181CommonSOLE
921909768VXUSVANGUARD STAR FDS$52,5150.01%681CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$51,1980.01%350CommonSOLE
060505104BACBANK AMERICA CORP$49,3840.01%1,013CommonNONE
78467Y107MDYSTATE STR SPDR S&P MIDCAP 40$48,8440.01%79CommonSOLE
808524409SCHVSCHWAB STRATEGIC TR$48,4620.01%1,589CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$47,4360.01%777CommonNONE
74316P579AKREPROFESIONALLY MANAGED PORTFO$45,5040.01%861CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$44,0500.01%215CommonSOLE
55405W104MYRGMYR GROUP INC$43,7600.01%155CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$43,3000.01%1,127CommonSOLE
G87052109TELTE CONNECTIVITY PLC$40,9680.01%196CommonSOLE
464286772EWYISHARES INC$40,4710.01%329CommonSOLE
922908595VBKVANGUARD INDEX FDS$39,2930.01%130CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$37,3900.01%1,458CommonSOLE
209115104EDCONSOLIDATED EDISON INC$37,1230.01%328CommonSOLE
74340W103PLDPROLOGIS INC.$36,8790.01%279CommonSOLE
808524755FNDFSCHWAB STRATEGIC TR$36,7960.01%752CommonSOLE
46428Q109SLVISHARES SILVER TR$36,5240.01%536CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$36,3590.01%150CommonSOLE
78464A870XBISPDR SERIES TRUST$36,0200.01%282CommonSOLE
G3323L100FNFABRINET$35,4640.01%68CommonSOLE
126408103CSXCSX CORP$34,6880.01%845CommonNONE
26875P101EOGEOG RES INC$34,2640.01%237CommonNONE
F92124100TTETOTALENERGIES SE$34,2090.01%372CommonSOLE
12572Q105CMECME GROUP INC$33,3750.01%113CommonSOLE
231021106CMICUMMINS INC$33,3580.01%62CommonSOLE
00217D100ASTSAST SPACEMOBILE INC$33,1480.01%400CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$32,3900.01%966CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$32,1080.01%219CommonNONE
267475101DYDYCOM INDS INC$31,8500.01%94CommonSOLE
46434G772EWTISHARES INC$31,7020.01%447CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$30,9350.01%236CommonSOLE
876030107TPRTAPESTRY INC$30,7620.01%218CommonSOLE
942749102WTSWATTS WATER TECHNOLOGIES INC$29,0290.01%100CommonSOLE
780259305SHELSHELL PLC$28,7370.01%309CommonSOLE
097023105BABOEING CO$28,6610.01%144CommonSOLE
743315103PGRPROGRESSIVE CORP$28,5470.01%144CommonSOLE
464287655IWMISHARES TR$28,5200.01%115CommonSOLE
65473P105NINISOURCE INC$28,4630.01%610CommonSOLE
006739106ADUSADDUS HOMECARE CORP$28,0950.01%300CommonSOLE
003260106PPLTABRDN PLATINUM ETF TRUST$27,6260.01%155CommonSOLE
733174700BPOPPOPULAR INC$27,3890.01%203CommonSOLE
G0593M107AZNASTRAZENECA PLC$27,0200.01%137CommonSOLE
443201108HWMHOWMET AEROSPACE INC$26,9640.01%117CommonSOLE
42226A107HQYHEALTHEQUITY INC$26,8260.01%321CommonSOLE
05964H105SANBANCO SANTANDER SA$26,0350.01%2,308CommonSOLE
46434G855RINGISHARES INC$25,9060.01%328CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$25,7240.01%130CommonSOLE
464287580IYCISHARES TR$25,2000.01%260CommonSOLE
941848103WATWATERS CORP$24,7180.01%83CommonSOLE
30161Q104EXELEXELIXIS INC$24,2760.01%566CommonSOLE
16115Q308GTLSCHART INDS INC$23,9830.01%116CommonSOLE
45784P101PODDINSULET CORP$23,9220.01%114CommonSOLE
87975E834VOLTTEMA ETF TRUST$23,9000.01%698CommonSOLE
750917106RMBSRAMBUS INC DEL$23,6590.01%275CommonSOLE
053332102AZOAUTOZONE INC$23,6450.01%7CommonSOLE
46438R105ETHAISHARES ETHEREUM TR$23,4450.01%1,481CommonSOLE
14174T107CTRECARETRUST REIT INC$23,3360.01%630CommonSOLE
144285103CRSCARPENTER TECHNOLOGY CORP$23,2550.01%59CommonSOLE
14888U101CPRXCATALYST PHARMACEUTICALS INC$23,1760.01%936CommonSOLE
00215W100ASXASE TECHNOLOGY HLDG CO LTD$23,0460.01%1,063CommonSOLE
929160109VMCVULCAN MATLS CO$22,6010.01%83CommonSOLE
704326107PAYXPAYCHEX INC$22,4780.01%244CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$22,2630.01%202CommonSOLE
87305R109TTMITTM TECHNOLOGIES INC$22,1150.01%227CommonSOLE
18915M107NETCLOUDFLARE INC$21,6660.01%105CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$21,6290.01%288CommonSOLE
G16252101BIPBROOKFIELD INFRASTRUCTURE PA$21,6000.01%598CommonSOLE
607828100MODMODINE MFG CO$20,8050.01%96CommonSOLE
458140100INTCINTEL CORP$20,7420.01%470CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$20,5040.01%207CommonSOLE
46429B598INDAISHARES TR$20,4700.01%437CommonSOLE
369604301GEGE AEROSPACE$20,1840.01%71CommonSOLE
683344105ONTOONTO INNOVATION INC$20,0970.01%98CommonSOLE
37954Y848SILGLOBAL X FDS$20,0880.01%223CommonSOLE
06849F108BBARRICK MNG CORP$19,7840.01%485CommonSOLE
957638109WALWESTERN ALLIANCE BANCORP$19,7680.01%279CommonSOLE
539439109LYGLLOYDS BANKING GROUP PLC$19,5320.01%3,883CommonSOLE
77311W101RKTROCKET COS INC$19,4370.01%1,364CommonSOLE
767204100RIORIO TINTO PLC$19,4060.01%202CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP CO$19,3600.01%226CommonSOLE
671044105OSISOSI SYSTEMS INC$19,1170.01%72CommonSOLE
91232N207USOUNITED STS OIL FD LP$19,0880.01%150CommonSOLE
29358P101ENSGENSIGN GROUP INC$18,7460.01%93CommonSOLE
025072802AVDVAMERICAN CENTY ETF TR$18,6880.01%187CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$18,5440.00%24CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$18,5000.00%240CommonSOLE
G3730V105FTAIFTAI AVIATION LTD$18,1300.00%74CommonSOLE
03957W106AROCARCHROCK INC$18,0960.00%520CommonSOLE
902788108UMBFUMB FINL CORP$17,8880.00%158CommonSOLE
256677105DGDOLLAR GEN CORP$17,6910.00%149CommonSOLE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$17,6480.00%188CommonSOLE
59156R108METMETLIFE INC$17,2560.00%244CommonSOLE
37733W204GSKGSK PLC$16,9260.00%304CommonSOLE
007973100AEISADVANCED ENERGY INDS$16,7810.00%52CommonSOLE
H42097107UBSUBS GROUP AG$16,7620.00%429CommonSOLE
628778102NBTBNBT BANCORP INC$16,6490.00%391CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$16,3290.00%70CommonSOLE
46436E718SGOVISHARES TR$16,3070.00%162CommonSOLE
00464E193ISHARES TR$16,1770.00%340CommonSOLE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$16,1050.00%290CommonSOLE
55405Y100MTSIMACOM TECH SOLUTIONS HLDGS I$15,9900.00%72CommonSOLE
318910106FBNCFIRST BANCORP N C$15,7330.00%278CommonSOLE
443573100HUBSHUBSPOT INC$15,6230.00%64CommonSOLE
45827U109INTAINTAPP INC$15,4920.00%603CommonSOLE
09260D107BXBLACKSTONE INC$15,4090.00%134CommonSOLE
50050N103KTBKONTOOR BRANDS INC$15,2530.00%217CommonSOLE
019330109ALNTALLIENT INC$15,1940.00%257CommonSOLE
806857108SLBSLB LIMITED$15,1900.00%294CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$14,5480.00%30CommonSOLE
00674E207BARCLAYS PLC$14,5370.00%687CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$14,1820.00%226CommonSOLE
92837L109VISTVISTA ENERGY S.A.B. DE C.V.$13,9620.00%185CommonSOLE
311900104FASTFASTENAL CO$13,8740.00%299CommonSOLE
00187Y100APGAPI GROUP CORP$13,7770.00%340CommonSOLE
00743E107PROGYNY INC$13,6860.00%806CommonSOLE
69351T106PPLPPL CORP$13,5220.00%351CommonSOLE
82982T106SITMSITIME CORP$13,4690.00%39CommonSOLE
00845E106SOUTHSTATE BK CORP$13,4160.00%145CommonSOLE
816851109SRESEMPRA$13,3050.00%136CommonSOLE
277276101EGPEASTGROUP PPTYS INC$13,2520.00%71CommonSOLE
Q4982L109IRENIREN LIMITED$13,1300.00%383CommonSOLE
402635502GPORGULFPORT ENERGY CORP$13,1180.00%62CommonSOLE
693718108PCARPACCAR INC$13,0520.00%113CommonSOLE
46222L108IONQIONQ INC$13,0320.00%452CommonSOLE
093712107BEBLOOM ENERGY CORP$12,8720.00%95CommonSOLE
917047102URBNURBAN OUTFITTERS INC$12,7340.00%201CommonSOLE
921946794VYMIVANGUARD WHITEHALL FDS$12,7230.00%135CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$12,4540.00%77CommonSOLE
950810101WSBCWESBANCO INC$12,3480.00%358CommonSOLE
86562M209SMFGSUMITOMO MITSUI FIN GRP INC$12,1660.00%616CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$12,1300.00%200CommonSOLE
25809K105DASHDOORDASH INC$12,0120.00%80CommonSOLE
204166102CVLTCOMMVAULT SYS INC$11,9960.00%154CommonSOLE
N3144W105XPROEXPRO GROUP HOLDINGS NV$11,9610.00%687CommonSOLE
907818108UNPUNION PAC CORP$11,8890.00%49CommonSOLE
398182303AHRAMERICAN HEALTHCARE REIT INC$11,8530.00%250CommonSOLE
801056102SANMSANMINA CORP$11,7980.00%91CommonSOLE
P5626F128IFSINTERCORP FINL SVCS INC$11,7470.00%234CommonSOLE
880779103TEXTEREX CORP NEW$11,5840.00%196CommonSOLE
110448107BTIBRITISH AMERN TOB PLC$11,5650.00%195CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$11,4930.00%149CommonSOLE
20825C104COPCONOCOPHILLIPS$11,4840.00%87CommonNONE
892356106TSCOTRACTOR SUPPLY CO$11,3250.00%250CommonSOLE
192422103CGNXCOGNEX CORP$11,1210.00%227CommonSOLE
686688102ORAORMAT TECHNOLOGIES INC$11,0810.00%99CommonSOLE
009158106APDAIR PRODUCTS AND CHEMICALS I$11,0390.00%38CommonSOLE
03674X106ARANTERO RESOURCES CORP$11,0350.00%260CommonSOLE
48241A105KBKB FINL GROUP INC$10,9710.00%110CommonSOLE
855244109SBUXSTARBUCKS CORP$10,7510.00%120CommonSOLE
859241101STRLSTERLING INFRASTRUCTURE INC$10,5900.00%26CommonSOLE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTA$10,5490.00%487CommonSOLE
46434G103IEMGISHARES INC$10,5330.00%151CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$10,4280.00%115CommonSOLE
456837103INGING GROEP N.V.$10,3680.00%398CommonSOLE
758750103RRXREGAL REXNORD CORPORATION$10,3190.00%55CommonSOLE
500472303PHGKONINKLIJKE PHILIPS N V$10,3030.00%376CommonSOLE
192108504CDECOEUR MNG INC$10,2490.00%546CommonSOLE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$9,9420.00%141CommonSOLE
G7S00T104PNRPENTAIR PLC$9,8440.00%113CommonSOLE
835699307SONYSONY GROUP CORP$9,7500.00%471CommonSOLE
46269C102IRDMIRIDIUM COMMUNICATIONS INC$9,6540.00%348CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$9,6420.00%77CommonSOLE
66987V109NVSNOVARTIS AG$9,6240.00%63CommonSOLE
82706C108SIMOSILICON MOTION TECHNOLOGY CO$9,5450.00%85CommonSOLE
091948109BSOLBITWISE SOLANA STAKING ETF$9,4480.00%855CommonSOLE
824596100SHGSHINHAN FINANCIAL GROUP CO L$9,3210.00%152CommonSOLE
606822104MUFGMITSUBISHI UFJ FINANCIAL GRO$9,3170.00%549CommonSOLE
497266106KEXKIRBY CORP$9,3020.00%70CommonSOLE
651718504NPKINPK INTERNATIONAL INC$9,2890.00%641CommonSOLE
G6700G107NVTNVENT ELEC PLC$9,2260.00%78CommonSOLE
025072372AVESAMERICAN CENTY ETF TR$9,0020.00%150CommonSOLE
693506107PPGPPG INDS INC$8,9780.00%84CommonSOLE
75526L886FEGERBB FUND TRUST$8,9300.00%190CommonSOLE
85254J102STAGSTAG INDUSTRIAL INC$8,8570.00%243CommonSOLE
501147102KRYSKRYSTAL BIOTECH INC$8,7830.00%34CommonSOLE
04016X101ARGXARGENX SE$8,7630.00%12CommonSOLE
15101Q207CLSCELESTICA INC$8,7330.00%31CommonSOLE
64110W102NTESNETEASE COM INC$8,7320.00%78CommonSOLE
48242W106KBRKBR INC$8,6270.00%233CommonSOLE
74164M108PRIPRIMERICA INC$8,5170.00%34CommonSOLE
55306N104MKSIMKS INC.$8,5030.00%37CommonSOLE
81725T100SXTSENSIENT TECHNOLOGIES CORP$8,4720.00%98CommonSOLE
344419106FMXFOMENTO ECONOMICO MEXICANO S$8,4410.00%76CommonSOLE
91913Y100VLOVALERO ENERGY CORP$8,4010.00%34CommonSOLE
20441A102SBSCOMPANHIA DE SANEAMENTO BASI$8,3710.00%271CommonSOLE
099406100BOOTBOOT BARN HLDGS INC$8,3430.00%57CommonSOLE
404280406HSBCHSBC HLDGS PLC$8,2310.00%98CommonSOLE
165303108CPKCHESAPEAKE UTILS CORP$8,1320.00%64CommonSOLE
G93A5A101VIKVIKING HOLDINGS LTD$8,0830.00%110CommonSOLE
45104G104IBNICICI BANK LIMITED$8,0290.00%310CommonSOLE
109641100EATBRINKER INTL INC$7,9960.00%56CommonSOLE
68235P108OGSONE GAS INC$7,9240.00%92CommonSOLE
87157D109SYNASYNAPTICS INC$7,8450.00%112CommonSOLE
315616102FFIVF5 INC$7,8120.00%27CommonSOLE
302081104EXLSEXLSERVICE HLDGS INC$7,6740.00%252CommonSOLE
09175C103BITQBITWISE FUNDS TRUST$7,6390.00%405CommonSOLE
088606108BHPBHP BILLITON LIMITED$7,6380.00%105CommonSOLE
03524A108BUDANHEUSER BUSCH INBEV SA NV$7,6310.00%110CommonSOLE
40412C101HCAHCA HEALTHCARE INC$7,5720.00%16CommonSOLE
458665304TILEINTERFACE INC$7,5100.00%301CommonSOLE
151290889CXCEMEX SA EURO MTN BE 144A$7,4710.00%653CommonSOLE
253868103DLRDIGITAL RLTY TR INC$7,3890.00%41CommonSOLE
45337C102INCYINCYTE CORP$7,3420.00%78CommonSOLE
91917A207WGMIVALKYRIE ETF TRUST II$7,3130.00%210CommonSOLE
866966104SUNBSUNBELT RENTALS HOLDINGS INC$7,2910.00%112CommonSOLE
98850P109YUMCYUM CHINA HLDGS INC$7,2690.00%149CommonSOLE
35905A109FTDRFRONTDOOR INC$7,2420.00%137CommonSOLE
G25508105CRHCRH PLC$7,1750.00%68CommonSOLE
00737L103CVSACOVISTA INC$7,1460.00%62CommonSOLE
00919E109VALE S A$7,1440.00%449CommonSOLE
13321L108CCJCAMECO CORP$6,9520.00%64CommonSOLE
465562106ITUBITAU UNIBANCO HLDG S A$6,9280.00%820CommonSOLE
00708E113PENNANT GROUP INC$6,9190.00%227CommonSOLE
911718104CPERUNITED STS COMMODITY INDEX F$6,8860.00%200CommonSOLE
G8068L108SNSHARKNINJA INC$6,8840.00%65CommonSOLE
03763A207ASTHASTRANA HEALTH INC$6,8660.00%280CommonSOLE
498894104KNFKNIFE RIVER CORP$6,8590.00%84CommonSOLE
88706T108TIMBTIM S A$6,7020.00%253CommonSOLE
654106103NKENIKE INC$6,7020.00%125CommonSOLE
201723103CMCCOMMERCIAL METALS CO$6,6960.00%109CommonSOLE
141788109CARGCARGURUS INC$6,5720.00%193CommonSOLE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$6,5220.00%10CommonSOLE
008073108AVAVAEROVIRONMENT INC$6,4070.00%35CommonSOLE
46436E338TLTWISHARES TR$6,3110.00%279CommonSOLE
032108607BLOKAMPLIFY ETF TR$5,9280.00%119CommonSOLE
G6683N103NUNU HLDGS LTD$5,8920.00%410CommonSOLE
56501R106MFCMANULIFE FINL CORP$5,8210.00%169CommonSOLE
48268K101KTKT CORP$5,7920.00%270CommonSOLE
682189105ONON SEMICONDUCTOR CORP$5,6970.00%92CommonSOLE
191241108KOFCOCA-COLA FEMSA SAB DE CV$5,6580.00%58CommonSOLE
46137V233XLGINVESCO EXCHANGE TRADED FD T$5,6190.00%103CommonSOLE
G2519Y108BAPCREDICORP LTD$5,4270.00%16CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$5,3390.00%75CommonSOLE
60687Y109MFGMIZUHO FINANCIAL GROUP INC$5,3120.00%669CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$5,1780.00%15CommonSOLE
67077M108NTRNUTRIEN LTD$5,1690.00%68CommonSOLE
464287556IBBISHARES TR$5,0660.00%30CommonNONE
03076K108ABCBAMERIS BANCORP$4,8480.00%62CommonSOLE
G85158106STNESTONECO LTD$4,8010.00%340CommonSOLE
40415F101HDBHDFC BANK LTD$4,7770.00%192CommonSOLE
07725L102ONCBEONE MEDICINES LTD$4,7520.00%16CommonSOLE
925652109VICIVICI PPTYS INC$4,5550.00%164CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$4,4350.00%40CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$4,2110.00%1CommonSOLE
784730103SSRMSSR MINING IN$4,2010.00%143CommonSOLE
66510M204NAKNORTHERN DYNASTY MINERALS LT$4,2000.00%3,000CommonSOLE
76655K103RGTIRIGETTI COMPUTING INC$4,1980.00%299CommonSOLE
82509L107SHOPSHOPIFY INC$4,1520.00%35CommonSOLE
636274409NGGNATIONAL GRID PLC$4,1460.00%49CommonSOLE
21871N101CXWCORECIVIC INC$4,0470.00%214CommonSOLE
864159108RGRSTURM RUGER & CO INC$4,0090.00%100CommonSOLE
69349H107TXNMTXNM ENERGY INC$3,9760.00%68CommonSOLE
11271J107BNBROOKFIELD CORP$3,9260.00%97CommonSOLE
040919102ARKBARK 21SHARES BITCOIN ETF$3,8690.00%172CommonSOLE
G3198U102ESNTESSENT GROUP LTD$3,8580.00%66CommonSOLE
04621X108AIZASSURANT INC$3,7030.00%17CommonSOLE
45687V106IRINGERSOLL RAND INC$3,6860.00%46CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$3,6670.00%14CommonSOLE
405024100HAEHAEMONETICS CORP MASS$3,4950.00%62CommonSOLE
891160509TDTORONTO DOMINION BK ONT$3,3600.00%36CommonSOLE
33830T103FSBCFIVE STAR BANCORP$3,3200.00%88CommonSOLE
438516106HONHONEYWELL INTL INC$3,1650.00%14CommonSOLE
89055F103BLDTOPBUILD COR$3,1620.00%9CommonSOLE
N3167Y103RACEFERRARI N V$3,0470.00%9CommonSOLE
457642205INODINNODATA INC$2,9740.00%77CommonSOLE
20603L102CONCONCENTRA GROUP HOLDINGS PAR$2,9610.00%138CommonSOLE
38150K103AAAUGOLDMAN SACHS PHYSICAL GOLD$2,9100.00%63CommonSOLE
G02602103DOXAMDOCS LTD$2,5680.00%39CommonSOLE
736508847PORPORTLAND GEN ELEC CO$2,5050.00%47CommonSOLE
071813109BAXBAXTER INTL INC$2,3880.00%142CommonSOLE
G48833118WFRDWEATHERFORD INTL PLC$2,2700.00%24CommonSOLE
18452B209CLSKCLEANSPARK INC$2,2560.00%265CommonSOLE
922908629VOVANGUARD INDEX FDS$2,0110.00%7CommonSOLE
15118V207CELHCELSIUS HLDGS INC$1,9520.00%55CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$1,8920.00%24CommonSOLE
68622V106OGNORGANON & CO$1,8210.00%304CommonSOLE
62914V106NIONIO INC$1,8090.00%300CommonSOLE
02156V109OKLOOKLO INC$1,5870.00%32CommonSOLE
256135203RDYDR REDDYS LABS LTD$1,4550.00%105CommonSOLE
03783C100APPFAPPFOLIO INC$1,4210.00%9CommonSOLE
45569U101INDIINDIE SEMICONDUCTOR INC$1,3210.00%410CommonSOLE
464287614IWFISHARES TR$1,2800.00%3CommonSOLE
247361702DALDELTA AIR LINES INC$1,2640.00%19CommonSOLE
92203C303VUSBVANGUARD BD INDEX FDS$1,0460.00%21CommonSOLE
464287648IWOISHARES TR$9420.00%3CommonSOLE
87256C101TKOTKO GROUP HOLDINGS INC$8070.00%4CommonSOLE
92335C106VRAVERA BRADLEY INC$3160.00%100CommonSOLE
87043Q108SGSWEETGREEN INC$1510.00%29CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$760.00%5CommonSOLE
549498202LCIDLUCID GROUP INC$480.00%5CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$220.00%1CommonSOLE
98138J503WKHSWORKHORSE GROUP INC$40.00%1CommonSOLE

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.