MondegarAI
Solstein Capital, LLC

Q3 2024 · 13F-HR

Solstein Capital, LLCholdings as filed

Filed 2024-10-29 · accession 0001941040-24-000449

$188.8M
Reported value
314
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$16.9M8.95%29,466CommonSOLE
037833100AAPLAPPLE INC$16.4M8.71%70,561CommonSOLE
46435G326IDEVISHARES TR$9.6M5.07%135,283CommonSOLE
594918104MSFTMICROSOFT CORP$9.3M4.92%21,581CommonSOLE
464287200IVVISHARES TR$9.1M4.83%15,798CommonSOLE
921078101OUNZVANECK MERK GOLD ETF$5.9M3.13%232,608CommonSOLE
74347R131SJBPROSHARES TR$5.1M2.69%313,354CommonSOLE
46434G822EWJISHARES INC$5.0M2.66%70,077CommonSOLE
023135106AMZNAMAZON COM INC$4.6M2.41%24,421CommonSOLE
464287465EFAISHARES TR$4.0M2.13%48,003CommonSOLE
02079K305GOOGLALPHABET INC$3.7M1.96%22,349CommonSOLE
92826C839VVISA INC$3.7M1.95%13,418CommonSOLE
670100205NVONOVO-NORDISK A S$3.1M1.63%25,837CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$3.0M1.59%10,306CommonSOLE
02079K107GOOGALPHABET INC$2.9M1.54%17,416CommonSOLE
464287234EEMISHARES TR$2.9M1.54%63,288CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$2.8M1.50%4,581CommonSOLE
344419106FMXFOMENTO ECONOMICO MEXICANO S$2.8M1.48%28,372CommonSOLE
78463V107GLDSPDR GOLD TR$2.5M1.34%10,402CommonSOLE
437076102HDHOME DEPOT INC$2.5M1.31%6,089CommonSOLE
46434V423KSAISHARES TR$2.0M1.06%46,795CommonSOLE
722304102PDDPDD HOLDINGS INC$2.0M1.06%14,793CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$2.0M1.05%2,236CommonSOLE
00724F101ADBEADOBE INC$1.9M1.02%3,706CommonSOLE
81141R100SESEA LTD$1.9M0.99%19,900CommonSOLE
136385101CNQCANADIAN NAT RES LTD$1.9M0.98%55,764CommonSOLE
055622104BPBP PLC$1.7M0.90%54,121CommonSOLE
89677Q107TCOMTRIP COM GROUP LTD$1.7M0.89%28,400CommonSOLE
149123101CATCATERPILLAR INC$1.6M0.87%4,214CommonSOLE
464287804IJRISHARES TR$1.6M0.85%13,797CommonSOLE
46429B598INDAISHARES TR$1.5M0.81%26,137CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.5M0.77%8,401CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.4M0.75%11,640CommonSOLE
780259305SHELSHELL PLC$1.4M0.72%20,649CommonSOLE
438516106HONHONEYWELL INTL INC$1.3M0.71%6,530CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$1.3M0.70%6,243CommonSOLE
532457108LLYELI LILLY & CO$1.3M0.68%1,456CommonSOLE
46090E103QQQINVESCO QQQ TR$1.3M0.68%2,621CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$1.2M0.65%19,609CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$1.2M0.64%5,359CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$1.2M0.62%13,323CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$1.2M0.62%32,363CommonSOLE
922908736VUGVANGUARD INDEX FDS$1.2M0.61%3,008CommonSOLE
931142103WMTWALMART INC$1.2M0.61%14,271CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$1.1M0.60%14,066CommonSOLE
48241A105KBKB FINL GROUP INC$925,4470.49%14,987CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$917,9740.49%1,859CommonSOLE
46434G103IEMGISHARES INC$837,0380.44%14,580CommonSOLE
744320102PRUPRUDENTIAL FINL INC$825,2080.44%88,570CommonSOLE
88706T108TIMBTIM S A$816,2180.43%47,400CommonSOLE
46138W107FXYINVESCO CURRENCYSHARES JAPAN$797,6420.42%12,405CommonSOLE
20030N101CMCSACOMCAST CORP NEW$773,9560.41%18,529CommonSOLE
46138J775POWAINVESCO EXCH TRD SLF IDX FD$760,8770.40%8,963CommonSOLE
464286400EWZISHARES INC$755,0910.40%25,605CommonSOLE
713448108PEPPEPSICO INC$749,2400.40%4,406CommonSOLE
465562106ITUBITAU UNIBANCO HLDG S A$719,5300.38%108,200CommonSOLE
464286509EWCISHARES INC$708,8290.38%17,072CommonSOLE
464286822EWWISHARES INC$684,3190.36%12,741CommonSOLE
79466L302CRMSALESFORCE INC$680,7170.36%2,487CommonSOLE
30231G102XOMEXXON MOBIL CORP$672,0220.36%5,733CommonSOLE
N07059210ASMLASML HOLDING N V$641,6030.34%770CommonSOLE
464286103EWAISHARES INC$617,0240.33%22,760CommonSOLE
464287242LQDISHARES TR$583,5420.31%5,165CommonSOLE
464288760ITAISHARES TR$571,4750.30%3,819CommonSOLE
H42097107UBSUBS GROUP AG$556,0450.29%17,996CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$545,8230.29%4,030CommonSOLE
46140H106DBAINVESCO DB MULTI-SECTOR COMM$535,4450.28%20,523CommonSOLE
742718109PGPROCTER AND GAMBLE CO$526,5280.28%3,040CommonSOLE
032654105ADIANALOG DEVICES INC$520,4140.28%2,261CommonSOLE
464287440IEFISHARES TR$506,7900.27%5,165CommonSOLE
907818108UNPUNION PAC CORP$494,6850.26%2,007CommonSOLE
872590104TMUST-MOBILE US INC$478,9620.25%2,321CommonSOLE
46138B103DBCINVESCO DB COMMDY INDX TRCK$478,1370.25%21,470CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$473,8880.25%2,950CommonSOLE
91232N207USOUNITED STS OIL FD LP$446,2290.24%6,382CommonSOLE
482497104BEKEKE HLDGS INC$420,1010.22%21,100CommonSOLE
G6683N103NUNU HLDGS LTD$414,9600.22%30,400CommonSOLE
088606108BHPBHP GROUP LTD$372,1630.20%5,992CommonSOLE
767204100RIORIO TINTO PLC$365,1020.19%5,130CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$357,1720.19%2,319CommonSOLE
16411R208LNGCHENIERE ENERGY INC$325,8700.17%1,812CommonSOLE
166764100CVXCHEVRON CORP NEW$324,1410.17%2,201CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$314,3210.17%299CommonSOLE
29444U700EQIXEQUINIX INC$310,6710.16%350CommonSOLE
47215P106JDJD.COM INC$308,1600.16%7,704CommonSOLE
46432F339QUALISHARES TR$305,1690.16%1,702CommonSOLE
G69451105PAXPATRIA INVESTMENTS LIMITED$293,7710.16%26,300CommonSOLE
191216100KOCOCA COLA CO$284,0630.15%3,953CommonSOLE
74348A210RWMPROSHARES TR$274,4600.15%14,514CommonSOLE
565394103CARTMAPLEBEAR INC$254,7060.13%6,252CommonSOLE
580135101MCDMCDONALDS CORP$253,9610.13%834CommonSOLE
464287184FXIISHARES TR$252,6830.13%7,951CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$248,6070.13%1,069CommonSOLE
64110L106NFLXNETFLIX INC$246,8260.13%348CommonSOLE
81369Y860XLRESELECT SECTOR SPDR TR$237,8680.13%5,325CommonSOLE
747525103QCOMQUALCOMM INC$232,2880.12%1,366CommonSOLE
00287Y109ABBVABBVIE INC$219,2030.12%1,110CommonSOLE
464288281EMBISHARES TR$216,0760.11%2,309CommonSOLE
68389X105ORCLORACLE CORP$214,0220.11%1,256CommonSOLE
75513E101RTXRTX CORPORATION$200,8830.11%1,658CommonSOLE
30303M102METAMETA PLATFORMS INC$199,2090.11%348CommonSOLE
11135F101AVGOBROADCOM INC$193,2000.10%1,120CommonSOLE
87612E106TGTTARGET CORP$190,7730.10%1,224CommonSOLE
103304101BYDBOYD GAMING CORP$189,2310.10%2,927CommonSOLE
09247X101BLKCHFBLACKROCK INC$185,1540.10%195CommonSOLE
12572Q105CMECME GROUP INC$181,1540.10%821CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$177,3270.09%885CommonSOLE
922908637VVVANGUARD INDEX FDS$175,0880.09%665CommonSOLE
369550108GDGENERAL DYNAMICS CORP$170,1390.09%563CommonSOLE
254067101DDSDILLARDS INC$166,9050.09%435CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$164,7400.09%1,570CommonSOLE
46138G508BKLNINVESCO EXCH TRADED FD TR II$163,3950.09%7,777CommonSOLE
92189H805REMXVANECK ETF TRUST$162,5730.09%3,525CommonSOLE
464288257ACWIISHARES TR$153,1440.08%1,281CommonSOLE
988498101YUMYUM BRANDS INC$149,3500.08%1,069CommonSOLE
872540109TJXTJX COS INC NEW$149,0410.08%1,268CommonSOLE
922908629VOVANGUARD INDEX FDS$141,6770.08%537CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$140,6370.07%714CommonSOLE
46140H700DBBINVESCO DB MULTI-SECTOR COMM$137,6510.07%6,621CommonSOLE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$134,8760.07%2,005CommonSOLE
92204A504VHTVANGUARD WORLD FD$132,6340.07%470CommonSOLE
806857108SLBSCHLUMBERGER LTD$126,3530.07%3,012CommonSOLE
067901108ABXBARRICK GOLD CORP$120,5530.06%6,061CommonSOLE
88160R101TSLATESLA INC$120,0880.06%459CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$117,3410.06%237CommonSOLE
43114Q105HPKHIGHPEAK ENERGY INC$111,0400.06%8,000CommonSOLE
717081103PFEPFIZER INC$110,0590.06%3,803CommonSOLE
74347R370EFZPROSHARES TR$108,2520.06%7,085CommonSOLE
65339F101NEENEXTERA ENERGY INC$107,8600.06%1,276CommonSOLE
693718108PCARPACCAR INC$104,3050.06%1,057CommonSOLE
74347B235DOGPROSHARES TR$100,6180.05%3,760CommonSOLE
165167735EXECHESAPEAKE ENERGY CORP$99,8520.05%1,214CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$99,4340.05%1,198CommonSOLE
46125A118INTUITIVE MACHINES INC$94,1210.05%37,500CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$92,9450.05%159CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$87,0320.05%2,300CommonSOLE
375558103GILDGILEAD SCIENCES INC$86,8580.05%1,036CommonSOLE
172967424CCITIGROUP INC$76,6850.04%1,225CommonSOLE
464287556IBBISHARES TR$73,5280.04%505CommonSOLE
301505707ROBOEXCHANGE TRADED CONCEPTS TRU$67,0570.04%1,175CommonSOLE
609207105MDLZMONDELEZ INTL INC$67,0400.04%910CommonSOLE
500767678KRBNKRANESHARES TRUST$66,3910.04%2,097CommonSOLE
37954Y715BOTZGLOBAL X FDS$66,0680.03%2,055CommonSOLE
81762P102NOWSERVICENOW INC$62,6070.03%70CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$60,8070.03%104CommonSOLE
293594107ENVXENOVIX CORPORATION$60,3080.03%6,457CommonSOLE
051774107AURAURORA INNOVATION INC$59,2000.03%10,000CommonSOLE
020002101ALLALLSTATE CORP$58,0330.03%306CommonSOLE
46125A100LUNRINTUITIVE MACHINES INC$57,1070.03%7,094CommonSOLE
92189H300EMLCVANECK ETF TRUST$52,2480.03%2,057CommonSOLE
78464A631XARSPDR SER TR$51,2930.03%326CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$51,1840.03%350CommonSOLE
235851102DHRDANAHER CORPORATION$48,6540.03%175CommonSOLE
464287432TLTISHARES TR$47,0880.02%480CommonSOLE
29084Q100EMEEMCOR GROUP INC$45,6360.02%106CommonSOLE
46434G772EWTISHARES INC$44,3350.02%823CommonSOLE
33738D101EMLPFIRST TR EXCHANGE-TRADED FD$44,2510.02%1,317CommonSOLE
281020107EIXEDISON INTL$43,5450.02%500CommonSOLE
81369Y100XLBSELECT SECTOR SPDR TR$43,3710.02%450CommonSOLE
66987V109NVSNOVARTIS AG$42,7870.02%372CommonSOLE
464286749EWLISHARES INC$42,4090.02%814CommonSOLE
46429B309EIDOISHARES TR$42,0750.02%1,870CommonSOLE
585464100MLCOMELCO RESORTS AND ENTMNT LTD$41,5990.02%5,340CommonSOLE
478160104JNJJOHNSON & JOHNSON$38,4080.02%237CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$38,0210.02%72CommonSOLE
316092600FHLCFIDELITY COVINGTON TRUST$37,7100.02%518CommonSOLE
46138E354SPLVINVESCO EXCH TRADED FD TR II$37,5870.02%524CommonSOLE
009158106APDAIR PRODS & CHEMS INC$37,5150.02%126CommonSOLE
882508104TXNTEXAS INSTRS INC$36,7690.02%178CommonSOLE
701094104PHPARKER-HANNIFIN CORP$36,6460.02%58CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$36,3540.02%74CommonSOLE
303250104FICOFAIR ISAAC CORP$34,9830.02%18CommonSOLE
199908104FIXCOMFORT SYS USA INC$32,7890.02%84CommonSOLE
40412C101HCAHCA HEALTHCARE INC$32,5140.02%80CommonSOLE
571903202MARMARRIOTT INTL INC NEW$32,3180.02%130CommonSOLE
17275R102CSCOCISCO SYS INC$32,2510.02%606CommonSOLE
855244109SBUXSTARBUCKS CORP$31,0020.02%318CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$30,1170.02%135CommonSOLE
517125100LRMRLARIMAR THERAPEUTICS INC$29,3240.02%4,477CommonSOLE
760759100RSGREPUBLIC SVCS INC$28,9210.02%144CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$28,6600.02%31CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$28,5300.02%500CommonSOLE
052769106ADSKAUTODESK INC$28,0990.01%102CommonSOLE
351858105FNVFRANCO NEV CORP$27,9560.01%225CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$27,8720.01%200CommonSOLE
08774B508BETRBETTER HOME & FINANCE HOLDIN$27,6590.01%1,553CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$27,0730.01%165CommonSOLE
617446448MSMORGAN STANLEY$26,6850.01%256CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$26,5300.01%340CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$25,9630.01%360CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$25,8310.01%162CommonSOLE
08265T208BSYBENTLEY SYS INC$24,5920.01%484CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$24,3150.01%136CommonSOLE
466313103JBLJABIL INC$24,2060.01%202CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$23,3000.01%310CommonSOLE
G54950103LINLINDE PLC$22,8890.01%48CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$22,3650.01%67CommonSOLE
461202103INTUINTUIT$22,3560.01%36CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$22,1370.01%58CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$21,9670.01%243CommonSOLE
03076C106AMPAMERIPRISE FINL INC$21,6110.01%46CommonSOLE
26875P101EOGEOG RES INC$20,8980.01%170CommonSOLE
942622200WSOWATSCO INC$20,6590.01%42CommonSOLE
58733R102MELIMERCADOLIBRE INC$20,5200.01%10CommonSOLE
89151E109TTENTOTALENERGIES SE$20,1610.01%312CommonSOLE
244199105DEDEERE & CO$20,0320.01%48CommonSOLE
922908553VNQVANGUARD INDEX FDS$19,4840.01%200CommonSOLE
031162100AMGNAMGEN INC$19,3330.01%60CommonSOLE
526057104LENLENNAR CORP$19,1230.01%102CommonSOLE
053332102AZOAUTOZONE INC$18,9000.01%6CommonSOLE
002824100ABTABBOTT LABS$18,5840.01%163CommonSOLE
78464A359CWBSPDR SER TR$18,3820.01%240CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$17,9570.01%128CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$17,7460.01%96CommonSOLE
82889N699CTASIMPLIFY EXCHANGE TRADED FUN$17,6800.01%680CommonSOLE
27579R104EWBCEAST WEST BANCORP INC$17,6240.01%213CommonSOLE
67077M108NTRNUTRIEN LTD$17,3020.01%360CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$17,2860.01%300CommonSOLE
576323109MTZMASTEC INC$17,1110.01%139CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$16,5100.01%63CommonSOLE
56585A102MPCMARATHON PETE CORP$16,2910.01%100CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$15,7550.01%203CommonSOLE
G29183103ETNEATON CORP PLC$15,2460.01%46CommonSOLE
72352L106PINSPINTEREST INC$14,4370.01%446CommonSOLE
031652100AMKRAMKOR TECHNOLOGY INC$14,1980.01%464CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$13,9950.01%26CommonSOLE
25243Q205DEODIAGEO PLC$13,8940.01%99CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$13,8080.01%30CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$13,6910.01%125CommonSOLE
22052L104CTVACORTEVA INC$13,5800.01%231CommonSOLE
89832Q109TFCTRUIST FINL CORP$13,3010.01%311CommonSOLE
655663102NDSNNORDSON CORP$12,8690.01%49CommonSOLE
775711104ROLROLLINS INC$12,4430.01%246CommonSOLE
294429105EFXEQUIFAX INC$12,3420.01%42CommonSOLE
704326107PAYXPAYCHEX INC$12,2110.01%91CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$12,2040.01%152CommonSOLE
056752108BIDUBAIDU INC$12,0030.01%114CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$11,4180.01%48CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$10,9580.01%31CommonSOLE
670346105NUENUCOR CORP$10,5240.01%70CommonSOLE
03662Q105AKXANSYS INC$10,5150.01%33CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$10,2050.01%34CommonSOLE
654106103NKENIKE INC$10,0780.01%114CommonSOLE
116794108BRKRBRUKER CORP$9,6680.01%140CommonSOLE
G87052109TELTE CONNECTIVITY PLC$9,6630.01%64CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$9,3000.00%250CommonSOLE
452327109ILMNILLUMINA INC$9,2590.00%71CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$9,2290.00%27CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$9,0250.00%173CommonSOLE
260003108DOVDOVER CORP$8,8200.00%46CommonSOLE
109194100BFAMBRIGHT HORIZONS FAM SOL IN D$8,5480.00%61CommonSOLE
464288752ITBISHARES TR$8,3890.00%66CommonSOLE
74762E102QUREQUANTA SVCS INC$8,3480.00%28CommonSOLE
92939U106WECWEC ENERGY GROUP INC$7,8870.00%82CommonSOLE
G6674U108NVCRNOVOCURE LTD$7,8150.00%500CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$7,4400.00%31CommonSOLE
005098108GOLFACUSHNET HLDGS CORP$7,2680.00%114CommonSOLE
980228308WDSWOODSIDE ENERGY GROUP LTD$7,0680.00%410CommonSOLE
58155Q103MCKMCKESSON CORP$6,9220.00%14CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$6,8260.00%152CommonSOLE
515098101LSTRLANDSTAR SYS INC$6,7990.00%36CommonSOLE
00206R102TAT&T INC$6,6000.00%300CommonSOLE
254687106DISDISNEY WALT CO$6,5410.00%68CommonSOLE
040413106ANETEURARISTA NETWORKS INC$6,1410.00%16CommonSOLE
695156109PKGPACKAGING CORP AMER$6,0310.00%28CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$5,6970.00%10CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$5,6270.00%20CommonSOLE
500767306KWEBKRANESHARES TRUST$5,5790.00%164CommonSOLE
533900106LECOLINCOLN ELEC HLDGS INC$5,5690.00%29CommonSOLE
464289180EUFNISHARES TR$5,4410.00%220CommonSOLE
30040P103EVTCEVERTEC INC$5,3550.00%158CommonSOLE
090572207BIOBIO RAD LABS INC$5,3530.00%16CommonSOLE
92338C103VLTOVERALTO CORP$5,2570.00%47CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$5,2560.00%40CommonSOLE
117043109BCBRUNSWICK CORP$5,1970.00%62CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$5,0810.00%77CommonSOLE
053611109AVYAVERY DENNISON CORP$5,0770.00%23CommonSOLE
833034101SNASNAP ON INC$4,9250.00%17CommonSOLE
548661107LOWLOWES COS INC$4,8750.00%18CommonSOLE
30040W108ESEVERSOURCE ENERGY$4,6950.00%69CommonSOLE
372460105GPCGENUINE PARTS CO$4,6090.00%33CommonSOLE
G8473T100STESTERIS PLC$4,6080.00%19CommonSOLE
87162W100SNXTD SYNNEX CORPORATION$4,5630.00%38CommonSOLE
537008104LFUSLITTELFUSE INC$4,5090.00%17CommonSOLE
464286806EWGISHARES INC$4,5010.00%133CommonSOLE
553498106MSAMSA SAFETY INC$4,2560.00%24CommonSOLE
447011107HUNHUNTSMAN CORP$4,0660.00%168CommonSOLE
82889N772PINKSIMPLIFY EXCHANGE TRADED FUN$3,9400.00%120CommonSOLE
219350105GLWCORNING INC$3,4770.00%77CommonSOLE
009066101ABNBAIRBNB INC$3,1700.00%25CommonSOLE
366651107ITGARTNER INC$3,0410.00%6CommonSOLE
127190304CACICACI INTL INC$3,0270.00%6CommonSOLE
464287226AGGISHARES TR$2,9370.00%29CommonSOLE
217204106CPRTCOPART INC$2,9340.00%56CommonSOLE
565849106MRO*MARATHON OIL CORP$2,6630.00%100CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$2,5840.00%70CommonSOLE
464287655IWMISHARES TR$2,4300.00%11CommonSOLE
05368V106AVNTAVIENT CORPORATION$2,3650.00%47CommonSOLE
98978V103ZTSZOETIS INC$2,3450.00%12CommonSOLE
464288687PFFISHARES TR$1,9940.00%60CommonSOLE
20602D101CNXCCONCENTRIX CORP$1,9480.00%38CommonSOLE
G4863A108BRSLINTERNATIONAL GAME TECHNOLOG$1,7250.00%81CommonSOLE
046353108AZNNASTRAZENECA PLC$1,4800.00%19CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$1,3970.00%9CommonSOLE
256163106DOCUDOCUSIGN INC$1,1180.00%18CommonSOLE
74347B425SH1USDPROSHARES TR$1,0850.00%100CommonSOLE
20825C104COPCONOCOPHILLIPS$1,0530.00%10CommonSOLE
698813102PZZAPAPA JOHNS INTL INC$9160.00%17CommonSOLE
345370860FFORD MTR CO$7710.00%73CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$7630.00%3CommonSOLE
977852102WOLF*WOLFSPEED INC$6690.00%69CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$5940.00%72CommonSOLE
500767587BNDDUSDKRANESHARES TRUST$4330.00%30CommonSOLE
384747101GRALGRAIL INC$1380.00%10CommonSOLE

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.