MondegarAI
Solstein Capital, LLC

Q2 2024 · 13F-HR

Solstein Capital, LLCholdings as filed

Filed 2024-07-26 · accession 0001941040-24-000300

$153.3M
Reported value
316
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$14.9M9.70%70,561CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$14.7M9.58%26,975CommonSOLE
594918104MSFTMICROSOFT CORP$9.6M6.29%21,581CommonSOLE
46434G822EWJISHARES INC$4.8M3.12%70,077CommonSOLE
023135106AMZNAMAZON COM INC$4.7M3.08%24,421CommonSOLE
670100205NVONOVO-NORDISK A S$4.4M2.87%30,837CommonSOLE
921078101OUNZVANECK MERK GOLD TR$4.3M2.82%192,451CommonSOLE
02079K305GOOGLALPHABET INC$4.1M2.66%22,349CommonSOLE
464287465EFAISHARES TR$3.8M2.45%48,003CommonSOLE
92826C839VVISA INC$3.5M2.30%13,418CommonSOLE
02079K107GOOGALPHABET INC$3.2M2.08%17,416CommonSOLE
344419106FMXFOMENTO ECONOMICO MEXICANO S$3.1M1.99%28,372CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$2.8M1.84%10,306CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$2.6M1.68%4,655CommonSOLE
78463V107GLDSPDR GOLD TR$2.2M1.46%10,402CommonSOLE
722304102PDDPDD HOLDINGS INC$2.1M1.40%16,119CommonSOLE
437076102HDHOME DEPOT INC$2.1M1.37%6,089CommonSOLE
00724F101ADBEADOBE INC$2.1M1.34%3,706CommonSOLE
136385101CNQCANADIAN NAT RES LTD$2.0M1.30%55,764CommonSOLE
055622104BPBP PLC$2.0M1.29%54,569CommonSOLE
46434V423KSAISHARES TR$1.9M1.24%46,795CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$1.9M1.24%2,236CommonSOLE
464287234EEMISHARES TR$1.8M1.20%43,272CommonSOLE
780259305SHELSHELL PLC$1.5M0.97%20,649CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.5M0.95%8,401CommonSOLE
46429B598INDAISHARES TR$1.5M0.95%26,137CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.4M0.94%11,640CommonSOLE
81141R100SESEA LTD$1.4M0.93%19,900CommonSOLE
149123101CATCATERPILLAR INC$1.4M0.92%4,214CommonSOLE
532457108LLYELI LILLY & CO$1.4M0.92%1,549CommonSOLE
438516106HONHONEYWELL INTL INC$1.4M0.91%6,530CommonSOLE
89677Q107TCOMTRIP COM GROUP LTD$1.3M0.87%28,400CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$1.3M0.82%6,243CommonSOLE
46090E103QQQINVESCO QQQ TR$1.3M0.82%2,621CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$1.2M0.79%13,323CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$1.2M0.79%5,359CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$1.2M0.78%17,554CommonSOLE
46438F101IBITISHARES BITCOIN TR$1.1M0.71%31,795CommonSOLE
931142103WMTWALMART INC$966,2890.63%14,271CommonSOLE
48241A105KBKB FINL GROUP INC$848,4140.55%14,987CommonSOLE
46138W107FXYINVESCO CURRENCYSHARES JAPAN$843,7770.55%14,668CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$820,1160.54%1,859CommonSOLE
744320102PRUPRUDENTIAL FINL INC$804,3300.52%88,570CommonSOLE
N07059210ASMLASML HOLDING N V$787,5020.51%770CommonSOLE
20030N101CMCSACOMCAST CORP NEW$749,0920.49%19,129CommonSOLE
713448108PEPPEPSICO INC$726,6820.47%4,406CommonSOLE
464286822EWWISHARES INC$721,2680.47%12,741CommonSOLE
464286400EWZISHARES INC$708,3120.46%25,917CommonSOLE
46138J775POWAINVESCO EXCH TRD SLF IDX FD$696,2460.45%8,963CommonSOLE
88706T108TIMBTIM S A$678,7680.44%47,400CommonSOLE
464286103EWAISHARES INC$663,2010.43%27,147CommonSOLE
30231G102XOMEXXON MOBIL CORP$659,9830.43%5,733CommonSOLE
79466L302CRMSALESFORCE INC$639,4080.42%2,487CommonSOLE
464286509EWCISHARES INC$633,2000.41%17,072CommonSOLE
465562106ITUBITAU UNIBANCO HLDG S A$631,8880.41%108,200CommonSOLE
H42097107UBSUBS GROUP AG$569,7990.37%19,334CommonSOLE
464287242LQDISHARES TR$553,2750.36%5,165CommonSOLE
032654105ADIANALOG DEVICES INC$516,0960.34%2,261CommonSOLE
91232N207USOUNITED STS OIL FD LP$507,9430.33%6,382CommonSOLE
464288760ITAISHARES TR$504,2990.33%3,819CommonSOLE
742718109PGPROCTER AND GAMBLE CO$501,3570.33%3,040CommonSOLE
46138B103DBCINVESCO DB COMMDY INDX TRCK$498,7480.33%21,470CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$491,1360.32%4,030CommonSOLE
46140H106DBAINVESCO DB MULTI-SECTOR COMM$488,4470.32%20,523CommonSOLE
464287440IEFISHARES TR$483,7020.32%5,165CommonSOLE
907818108UNPUNION PAC CORP$454,1040.30%2,007CommonSOLE
872590104TMUST-MOBILE US INC$408,9140.27%2,321CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$403,8260.26%2,950CommonSOLE
G6683N103NUNU HLDGS LTD$391,8560.26%30,400CommonSOLE
580135101MCDMCDONALDS CORP$388,3760.25%1,524CommonSOLE
166764100CVXCHEVRON CORP NEW$344,2800.22%2,201CommonSOLE
088606108BHPBHP GROUP LTD$342,0830.22%5,992CommonSOLE
767204100RIORIO TINTO PLC$338,2210.22%5,130CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$337,9940.22%2,319CommonSOLE
922908736VUGVANGUARD INDEX FDS$317,5340.21%849CommonSOLE
G69451105PAXPATRIA INVESTMENTS LIMITED$317,1780.21%26,300CommonSOLE
16411R208LNGCHENIERE ENERGY INC$316,7920.21%1,812CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$314,2580.21%299CommonSOLE
74348A210RWMPROSHARES TR$302,0360.20%14,514CommonSOLE
482497104BEKEKE HLDGS INC$298,5650.19%21,100CommonSOLE
464287432TLTISHARES TR$291,8600.19%3,180CommonSOLE
46432F339QUALISHARES TR$290,6340.19%1,702CommonSOLE
747525103QCOMQUALCOMM INC$272,0800.18%1,366CommonSOLE
29444U700EQIXEQUINIX INC$264,8100.17%350CommonSOLE
191216100KOCOCA COLA CO$251,6080.16%3,953CommonSOLE
64110L106NFLXNETFLIX INC$234,8580.15%348CommonSOLE
464287184FXIISHARES TR$231,3630.15%8,902CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$207,7920.14%1,069CommonSOLE
81369Y860XLRESELECT SECTOR SPDR TR$206,4540.13%5,375CommonSOLE
464288281EMBISHARES TR$204,3000.13%2,309CommonSOLE
565394103CARTMAPLEBEAR INC$200,9390.13%6,252CommonSOLE
47215P106JDJD.COM INC$199,0710.13%7,704CommonSOLE
254067101DDSDILLARDS INC$191,5700.12%435CommonSOLE
00287Y109ABBVABBVIE INC$190,3870.12%1,110CommonSOLE
87612E106TGTTARGET CORP$181,2010.12%1,224CommonSOLE
11135F101AVGOBROADCOM INC$179,8190.12%112CommonSOLE
68389X105ORCLORACLE CORP$177,3470.12%1,256CommonSOLE
30303M102METAMETA PLATFORMS INC$175,4690.11%348CommonSOLE
75513E101RTXRTX CORPORATION$166,4470.11%1,658CommonSOLE
922908637VVVANGUARD INDEX FDS$165,9970.11%665CommonSOLE
46138G508BKLNINVESCO EXCH TRADED FD TR II$163,6280.11%7,777CommonSOLE
369550108GDGENERAL DYNAMICS CORP$163,3490.11%563CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$161,4240.11%885CommonSOLE
12572Q105CMECME GROUP INC$161,4090.11%821CommonSOLE
103304101BYDBOYD GAMING CORP$161,2780.11%2,927CommonSOLE
09247X101BLKCHFBLACKROCK INC$153,5270.10%195CommonSOLE
92189H805REMXVANECK ETF TRUST$149,8830.10%3,525CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$149,4800.10%1,570CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$147,4980.10%714CommonSOLE
72352L106PINSPINTEREST INC$146,5330.10%3,325CommonSOLE
464288257ACWIISHARES TR$143,9840.09%1,281CommonSOLE
806857108SLBSCHLUMBERGER LTD$142,1060.09%3,012CommonSOLE
988498101YUMYUM BRANDS INC$141,6000.09%1,069CommonSOLE
872540109TJXTJX COS INC NEW$139,6070.09%1,268CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$135,0480.09%2,303CommonSOLE
46140H700DBBINVESCO DB MULTI-SECTOR COMM$133,3470.09%6,621CommonSOLE
922908629VOVANGUARD INDEX FDS$130,0080.08%537CommonSOLE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$127,3980.08%2,005CommonSOLE
92204A504VHTVANGUARD WORLD FD$125,0200.08%470CommonSOLE
74347R370EFZPROSHARES TR$116,2440.08%7,085CommonSOLE
43114Q105HPKHIGHPEAK ENERGY INC$112,4800.07%8,000CommonSOLE
693718108PCARPACCAR INC$108,8080.07%1,057CommonSOLE
74347B235DOGPROSHARES TR$108,5890.07%3,760CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$107,2000.07%237CommonSOLE
717081103PFEPFIZER INC$106,4080.07%3,803CommonSOLE
067901108ABXBARRICK GOLD CORP$101,0970.07%6,061CommonSOLE
293594107ENVXENOVIX CORPORATION$99,8250.07%6,457CommonSOLE
165167735EXECHESAPEAKE ENERGY CORP$99,7790.07%1,214CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$91,7430.06%1,198CommonSOLE
88160R101TSLATESLA INC$90,8270.06%459CommonSOLE
65339F101NEENEXTERA ENERGY INC$90,3540.06%1,276CommonSOLE
585464100MLCOMELCO RESORTS AND ENTMNT LTD$75,3310.05%10,098CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$74,2690.05%159CommonSOLE
464287556IBBISHARES TR$71,6500.05%522CommonSOLE
375558103GILDGILEAD SCIENCES INC$71,0800.05%1,036CommonSOLE
500767678KRBNKRANESHARES TRUST$68,2360.04%2,097CommonSOLE
25243Q205DEODIAGEO PLC$65,3090.04%518CommonSOLE
301505707ROBOEXCHANGE TRADED CONCEPTS TRU$64,7430.04%1,175CommonSOLE
37954Y715BOTZGLOBAL X FDS$63,3970.04%2,055CommonSOLE
235851102DHRDANAHER CORPORATION$60,9630.04%244CommonSOLE
609207105MDLZMONDELEZ INTL INC$59,5500.04%910CommonSOLE
M53213100ICLICL GROUP LTD$56,4820.04%13,050CommonSOLE
81762P102NOWSERVICENOW INC$55,0670.04%70CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$52,9630.03%104CommonSOLE
92189H300EMLCVANECK ETF TRUST$48,9150.03%2,057CommonSOLE
020002101ALLALLSTATE CORP$48,8560.03%306CommonSOLE
78464A631XARSPDR SER TR$45,6330.03%326CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$45,2060.03%350CommonSOLE
46434G772EWTISHARES INC$44,5980.03%823CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$44,3870.03%635CommonSOLE
33738D101EMLPFIRST TR EXCHANGE-TRADED FD$40,1160.03%1,317CommonSOLE
81369Y100XLBSELECT SECTOR SPDR TR$39,7400.03%450CommonSOLE
66987V109NVSNOVARTIS AG$39,6030.03%372CommonSOLE
464286749EWLISHARES INC$39,2430.03%814CommonSOLE
29084Q100EMEEMCOR GROUP INC$38,6980.03%106CommonSOLE
46429B309EIDOISHARES TR$36,0350.02%1,870CommonSOLE
281020107EIXEDISON INTL$35,9050.02%500CommonSOLE
316092600FHLCFIDELITY COVINGTON TRUST$35,5350.02%518CommonSOLE
478160104JNJJOHNSON & JOHNSON$34,6400.02%237CommonSOLE
882508104TXNTEXAS INSTRS INC$34,6260.02%178CommonSOLE
46138E354SPLVINVESCO EXCH TRADED FD TR II$34,0340.02%524CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$32,9190.02%74CommonSOLE
009158106APDAIR PRODS & CHEMS INC$32,5140.02%126CommonSOLE
517125100LRMRLARIMAR THERAPEUTICS INC$32,4580.02%4,477CommonSOLE
96208T104WEXWEX INC$31,7080.02%179CommonSOLE
571903202MARMARRIOTT INTL INC NEW$31,4300.02%130CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$31,3880.02%72CommonSOLE
701094104PHPARKER-HANNIFIN CORP$29,3370.02%58CommonSOLE
17275R102CSCOCISCO SYS INC$28,7910.02%606CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$28,4470.02%135CommonSOLE
760759100RSGREPUBLIC SVCS INC$27,9850.02%144CommonSOLE
051774107AURAURORA INNOVATION INC$27,7000.02%10,000CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$27,5940.02%67CommonSOLE
303250104FICOFAIR ISAAC CORP$26,7960.02%18CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$26,7650.02%165CommonSOLE
351858105FNVFRANCO NEV CORP$26,6670.02%225CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$26,1350.02%27CommonSOLE
40412C101HCAHCA HEALTHCARE INC$25,7020.02%80CommonSOLE
199908104FIXCOMFORT SYS USA INC$25,5460.02%84CommonSOLE
46125A118INTUITIVE MACHINES INC$25,5000.02%37,500CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$25,4720.02%31CommonSOLE
052769106ADSKAUTODESK INC$25,2400.02%102CommonSOLE
617446448MSMORGAN STANLEY$24,8810.02%256CommonSOLE
855244109SBUXSTARBUCKS CORP$24,7560.02%318CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$24,5200.02%200CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$24,3300.02%500CommonSOLE
08265T208BSYBENTLEY SYS INC$23,8900.02%484CommonSOLE
461202103INTUINTUIT$23,6600.02%36CommonSOLE
46125A100LUNRINTUITIVE MACHINES INC$23,4100.02%7,094CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$22,5310.01%310CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$22,2090.01%135CommonSOLE
466313103JBLJABIL INC$21,9760.01%202CommonSOLE
26875P101EOGEOG RES INC$21,3980.01%170CommonSOLE
G54950103LINLINDE PLC$21,0630.01%48CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$20,8150.01%243CommonSOLE
89151E109TTENTOTALENERGIES SE$20,8040.01%312CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$19,7300.01%340CommonSOLE
03076C106AMPAMERIPRISE FINL INC$19,6510.01%46CommonSOLE
942622200WSOWATSCO INC$19,4560.01%42CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$18,7950.01%300CommonSOLE
031162100AMGNAMGEN INC$18,7470.01%60CommonSOLE
031652100AMKRAMKOR TECHNOLOGY INC$18,5690.01%464CommonSOLE
67077M108NTRNUTRIEN LTD$18,3280.01%360CommonSOLE
82889N699CTASIMPLIFY EXCHANGE TRADED FUN$18,3060.01%680CommonSOLE
46435G326IDEVISHARES TR$18,1170.01%276CommonSOLE
244199105DEDEERE & CO$17,9340.01%48CommonSOLE
053332102AZOAUTOZONE INC$17,7850.01%6CommonSOLE
835699307SONYSONY GROUP CORP$17,6700.01%208CommonSOLE
56585A102MPCMARATHON PETE CORP$17,3480.01%100CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$17,3090.01%58CommonSOLE
78464A359CWBSPDR SER TR$17,2940.01%240CommonSOLE
002824100ABTABBOTT LABS$16,9370.01%163CommonSOLE
922908553VNQVANGUARD INDEX FDS$16,7520.01%200CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$16,7440.01%128CommonSOLE
58733R102MELIMERCADOLIBRE INC$16,4340.01%10CommonSOLE
27579R104EWBCEAST WEST BANCORP INC$15,5980.01%213CommonSOLE
526057104LENLENNAR CORP$15,2870.01%102CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$14,9280.01%63CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$14,9260.01%96CommonSOLE
576323109MTZMASTEC INC$14,8720.01%139CommonSOLE
G29183103ETNEATON CORP PLC$14,4230.01%46CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$14,0870.01%26CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$13,9080.01%152CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$13,4930.01%203CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$12,9090.01%125CommonSOLE
22052L104CTVACORTEVA INC$12,4600.01%231CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$12,2040.01%30CommonSOLE
89832Q109TFCTRUIST FINL CORP$12,0820.01%311CommonSOLE
775711104ROLROLLINS INC$12,0020.01%246CommonSOLE
056752108BIDUBAIDU INC$11,9340.01%138CommonSOLE
655663102NDSNNORDSON CORP$11,3650.01%49CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$11,1990.01%34CommonSOLE
670346105NUENUCOR CORP$11,0660.01%70CommonSOLE
704326107PAYXPAYCHEX INC$10,7890.01%91CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$10,7800.01%48CommonSOLE
254687106DISDISNEY WALT CO$10,6240.01%107CommonSOLE
03662Q105AKXANSYS INC$10,6100.01%33CommonSOLE
294429105EFXEQUIFAX INC$10,1830.01%42CommonSOLE
H84989104TEL1USDTE CONNECTIVITY LTD$9,6280.01%64CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$9,4060.01%31CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$9,1530.01%27CommonSOLE
116794108BRKRBRUKER CORP$8,9330.01%140CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$8,6410.01%173CommonSOLE
654106103NKENIKE INC$8,5920.01%114CommonSOLE
G6674U108NVCRNOVOCURE LTD$8,5650.01%500CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$8,3420.01%31CommonSOLE
260003108DOVDOVER CORP$8,3010.01%46CommonSOLE
58155Q103MCKMCKESSON CORP$8,1770.01%14CommonSOLE
980228308WDSWOODSIDE ENERGY GROUP LTD$7,7120.01%410CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$7,4540.00%7CommonSOLE
452327109ILMNILLUMINA INC$7,4110.00%71CommonSOLE
74967X103RHRH$7,3330.00%30CommonSOLE
005098108GOLFACUSHNET HLDGS CORP$7,2370.00%114CommonSOLE
74762E102QUREQUANTA SVCS INC$7,1150.00%28CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$7,1120.00%77CommonSOLE
109194100BFAMBRIGHT HORIZONS FAM SOL IN D$6,7150.00%61CommonSOLE
464288752ITBISHARES TR$6,6700.00%66CommonSOLE
515098101LSTRLANDSTAR SYS INC$6,6410.00%36CommonSOLE
92939U106WECWEC ENERGY GROUP INC$6,4340.00%82CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$6,3330.00%250CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$6,2680.00%152CommonSOLE
00206R102TAT&T INC$5,7330.00%300CommonSOLE
040413106ANETEURARISTA NETWORKS INC$5,6080.00%16CommonSOLE
533900106LECOLINCOLN ELEC HLDGS INC$5,4710.00%29CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$5,3510.00%10CommonSOLE
30040P103EVTCEVERTEC INC$5,2540.00%158CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$5,1860.00%20CommonSOLE
695156109PKGPACKAGING CORP AMER$5,1120.00%28CommonSOLE
053611109AVYAVERY DENNISON CORP$5,0290.00%23CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$4,9920.00%40CommonSOLE
464289180EUFNISHARES TR$4,9190.00%220CommonSOLE
372460105GPCGENUINE PARTS CO$4,5650.00%33CommonSOLE
117043109BCBRUNSWICK CORP$4,5120.00%62CommonSOLE
553498106MSAMSA SAFETY INC$4,5050.00%24CommonSOLE
92338C103VLTOVERALTO CORP$4,4870.00%47CommonSOLE
833034101SNASNAP ON INC$4,4440.00%17CommonSOLE
500767306KWEBKRANESHARES TRUST$4,4310.00%164CommonSOLE
87162W100SNXTD SYNNEX CORPORATION$4,3850.00%38CommonSOLE
090572207BIOBIO RAD LABS INC$4,3700.00%16CommonSOLE
537008104LFUSLITTELFUSE INC$4,3450.00%17CommonSOLE
G8473T100STESTERIS PLC$4,1710.00%19CommonSOLE
464286806EWGISHARES INC$4,0720.00%133CommonSOLE
548661107LOWLOWES COS INC$3,9680.00%18CommonSOLE
30040W108ESEVERSOURCE ENERGY$3,9130.00%69CommonSOLE
447011107HUNHUNTSMAN CORP$3,8250.00%168CommonSOLE
009066101ABNBAIRBNB INC$3,7910.00%25CommonSOLE
82889N772PINKSIMPLIFY EXCHANGE TRADED FUN$3,7680.00%120CommonSOLE
217204106CPRTCOPART INC$3,0330.00%56CommonSOLE
219350105GLWCORNING INC$2,9910.00%77CommonSOLE
565849106MRO*MARATHON OIL CORP$2,8670.00%100CommonSOLE
464287226AGGISHARES TR$2,8150.00%29CommonSOLE
366651107ITGARTNER INC$2,6940.00%6CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$2,6670.00%70CommonSOLE
127190304CACICACI INTL INC$2,5810.00%6CommonSOLE
20602D101CNXCCONCENTRIX CORP$2,4050.00%38CommonSOLE
N82405106STLASTELLANTIS N.V$2,2830.00%115CommonSOLE
464287655IWMISHARES TR$2,2320.00%11CommonSOLE
98978V103ZTSZOETIS INC$2,0800.00%12CommonSOLE
05368V106AVNTAVIENT CORPORATION$2,0520.00%47CommonSOLE
464288687PFFISHARES TR$1,8930.00%60CommonSOLE
G4863A108BRSLINTERNATIONAL GAME TECHNOLOG$1,6570.00%81CommonSOLE
04342Y104ASANASANA INC$1,6090.00%115CommonSOLE
977852102WOLF*WOLFSPEED INC$1,5700.00%69CommonSOLE
046353108AZNNASTRAZENECA PLC$1,4820.00%19CommonSOLE
553368101MPMP MATERIALS CORP$1,4000.00%110CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$1,2320.00%9CommonSOLE
20825C104COPCONOCOPHILLIPS$1,1440.00%10CommonSOLE
74347B425SH1USDPROSHARES TR$1,1410.00%100CommonSOLE
344849104WOOFOOT LOCKER INC$9970.00%40CommonSOLE
256163106DOCUDOCUSIGN INC$9630.00%18CommonSOLE
345370860FFORD MTR CO DEL$9150.00%73CommonSOLE
698813102PZZAPAPA JOHNS INTL INC$7990.00%17CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$7240.00%3CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$5360.00%72CommonSOLE
500767587BNDDUSDKRANESHARES TRUST$4400.00%30CommonSOLE
25746U109DDOMINION ENERGY INC$00CommonSOLE

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.