MondegarAI
Solstein Capital, LLC

Q4 2024 · 13F-HR

Solstein Capital, LLCholdings as filed

Filed 2025-02-13 · accession 0001941040-25-000143

$178.9M
Reported value
313
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$17.7M9.87%70,562CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$17.3M9.65%29,466CommonSOLE
464287200IVVISHARES TR$9.3M5.20%15,798CommonSOLE
594918104MSFTMICROSOFT CORP$9.1M5.08%21,576CommonSOLE
46435G326IDEVISHARES TR$8.7M4.87%135,283CommonSOLE
921078101OUNZVANECK MERK GOLD ETF$5.9M3.29%232,608CommonSOLE
023135106AMZNAMAZON COM INC$5.4M2.99%24,421CommonSOLE
46434G822EWJISHARES INC$4.6M2.57%68,437CommonSOLE
92826C839VVISA INC$4.2M2.37%13,414CommonSOLE
02079K305GOOGLALPHABET INC$4.2M2.36%22,349CommonSOLE
464287465EFAISHARES TR$3.6M2.03%48,003CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$3.4M1.92%10,306CommonSOLE
02079K107GOOGALPHABET INC$3.3M1.85%17,416CommonSOLE
78463V107GLDSPDR GOLD TR$2.5M1.41%10,402CommonSOLE
344419106FMXFOMENTO ECONOMICO MEXICANO S$2.4M1.36%28,372CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$2.4M1.33%4,581CommonSOLE
464287234EEMISHARES TR$2.4M1.33%56,778CommonSOLE
437076102HDHOME DEPOT INC$2.4M1.32%6,089CommonSOLE
81141R100SESEA LTD$2.1M1.18%19,900CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$2.0M1.14%2,236CommonSOLE
89677Q107TCOMTRIP COM GROUP LTD$1.9M1.09%28,400CommonSOLE
46434V423KSAISHARES TR$1.9M1.07%46,795CommonSOLE
670100205NVONOVO-NORDISK A S$1.8M1.00%20,837CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$1.7M0.97%32,690CommonSOLE
136385101CNQCANADIAN NAT RES LTD$1.7M0.96%55,764CommonSOLE
74347R131SJBPROSHARES TR$1.7M0.96%106,367CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.7M0.93%8,443CommonSOLE
00724F101ADBEADOBE INC$1.6M0.92%3,706CommonSOLE
055622104BPBP PLC$1.6M0.89%54,017CommonSOLE
464287804IJRISHARES TR$1.6M0.89%13,797CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.6M0.87%11,640CommonSOLE
149123101CATCATERPILLAR INC$1.5M0.85%4,214CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$1.5M0.84%6,244CommonSOLE
722304102PDDPDD HOLDINGS INC$1.4M0.80%14,699CommonSOLE
46090E103QQQINVESCO QQQ TR$1.3M0.75%2,621CommonSOLE
931142103WMTWALMART INC$1.3M0.72%14,271CommonSOLE
922908736VUGVANGUARD INDEX FDS$1.2M0.69%3,008CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$1.2M0.69%5,297CommonSOLE
46429B598INDAISHARES TR$1.2M0.68%23,064CommonSOLE
780259305SHELSHELL PLC$1.2M0.67%19,210CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$1.1M0.63%13,223CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$1.1M0.63%19,609CommonSOLE
532457108LLYELI LILLY & CO$1.1M0.63%1,456CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$978,8940.55%1,859CommonSOLE
48241A105KBKB FINL GROUP INC$852,7600.48%14,987CommonSOLE
79466L302CRMSALESFORCE INC$831,4790.46%2,487CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$783,0890.44%10,346CommonSOLE
46434G103IEMGISHARES INC$761,3680.43%14,580CommonSOLE
46138J775POWAINVESCO EXCH TRD SLF IDX FD$728,4230.41%8,963CommonSOLE
744320102PRUPRUDENTIAL FINL INC$706,5930.39%88,570CommonSOLE
20030N101CMCSACOMCAST CORP NEW$643,9770.36%17,159CommonSOLE
438516106HONHONEYWELL INTL INC$623,4560.35%2,760CommonSOLE
30231G102XOMEXXON MOBIL CORP$616,6990.34%5,733CommonSOLE
464288760ITAISHARES TR$563,0860.31%3,874CommonSOLE
464287242LQDISHARES TR$551,8290.31%5,165CommonSOLE
464286509EWCISHARES INC$547,5960.31%13,588CommonSOLE
46140H106DBAINVESCO DB MULTI-SECTOR COMM$545,7070.30%20,523CommonSOLE
H42097107UBSUBS GROUP AG$544,1680.30%17,834CommonSOLE
465562106ITUBITAU UNIBANCO HLDG S A$536,6720.30%108,200CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$530,9930.30%4,030CommonSOLE
872590104TMUST-MOBILE US INC$512,3140.29%2,321CommonSOLE
742718109PGPROCTER AND GAMBLE CO$509,6560.28%3,040CommonSOLE
032654105ADIANALOG DEVICES INC$480,3720.27%2,261CommonSOLE
907818108UNPUNION PAC CORP$457,6760.26%2,007CommonSOLE
46138W107FXYINVESCO CURRENCYSHARES JAPAN$448,4430.25%7,650CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$439,5800.25%2,950CommonSOLE
713448108PEPPEPSICO INC$426,6800.24%2,806CommonSOLE
N07059210ASMLASML HOLDING N V$415,1550.23%599CommonSOLE
464286103EWAISHARES INC$400,6330.22%16,791CommonSOLE
16411R208LNGCHENIERE ENERGY INC$389,3440.22%1,812CommonSOLE
482497104BEKEKE HLDGS INC$388,6620.22%21,100CommonSOLE
29444U700EQIXEQUINIX INC$330,0120.18%350CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$319,0250.18%2,319CommonSOLE
166764100CVXCHEVRON CORP NEW$318,7930.18%2,201CommonSOLE
G6683N103NUNU HLDGS LTD$314,9440.18%30,400CommonSOLE
64110L106NFLXNETFLIX INC$310,1790.17%348CommonSOLE
G69451105PAXPATRIA INVESTMENTS LIMITED$305,8690.17%26,300CommonSOLE
46432F339QUALISHARES TR$303,0920.17%1,702CommonSOLE
46125A118INTUITIVE MACHINES INC$296,6250.17%37,500CommonSOLE
47215P106JDJD.COM INC$267,0980.15%7,704CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$262,9350.15%4,359CommonSOLE
11135F101AVGOBROADCOM INC$259,6610.15%1,120CommonSOLE
565394103CARTMAPLEBEAR INC$258,9580.14%6,252CommonSOLE
191216100KOCOCA COLA CO$246,1140.14%3,953CommonSOLE
464287184FXIISHARES TR$242,0280.14%7,951CommonSOLE
580135101MCDMCDONALDS CORP$241,7680.14%834CommonSOLE
464286400EWZISHARES INC$240,5870.13%10,688CommonSOLE
767204100RIORIO TINTO PLC$223,0660.12%3,793CommonSOLE
464286822EWWISHARES INC$219,0710.12%4,679CommonSOLE
81369Y860XLRESELECT SECTOR SPDR TR$216,5680.12%5,325CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$212,9870.12%299CommonSOLE
103304101BYDBOYD GAMING CORP$212,3250.12%2,927CommonSOLE
747525103QCOMQUALCOMM INC$209,8450.12%1,366CommonSOLE
68389X105ORCLORACLE CORP$209,3000.12%1,256CommonSOLE
30303M102METAMETA PLATFORMS INC$203,7570.11%348CommonSOLE
09290D101BLKBLACKROCK INC$199,8960.11%195CommonSOLE
00287Y109ABBVABBVIE INC$197,2470.11%1,110CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$193,8640.11%1,057CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$193,1650.11%861CommonSOLE
75513E101RTXRTX CORPORATION$191,8640.11%1,658CommonSOLE
12572Q105CMECME GROUP INC$190,6610.11%821CommonSOLE
254067101DDSDILLARDS INC$187,8070.10%435CommonSOLE
88160R101TSLATESLA INC$185,3630.10%459CommonSOLE
922908637VVVANGUARD INDEX FDS$179,3510.10%665CommonSOLE
74348A210RWMPROSHARES TR$165,8490.09%8,850CommonSOLE
87612E106TGTTARGET CORP$165,4600.09%1,224CommonSOLE
46138G508BKLNINVESCO EXCH TRADED FD TR II$163,8610.09%7,777CommonSOLE
464287440IEFISHARES TR$162,2500.09%1,755CommonSOLE
088606108BHPBHP GROUP LTD$155,2310.09%3,179CommonSOLE
872540109TJXTJX COS INC NEW$153,1870.09%1,268CommonSOLE
464288257ACWIISHARES TR$150,5180.08%1,281CommonSOLE
464288281EMBISHARES TR$149,8540.08%1,683CommonSOLE
369550108GDGENERAL DYNAMICS CORP$148,3450.08%563CommonSOLE
988498101YUMYUM BRANDS INC$143,4170.08%1,069CommonSOLE
922908629VOVANGUARD INDEX FDS$141,8380.08%537CommonSOLE
92189H805REMXVANECK ETF TRUST$137,5100.08%3,525CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$135,7110.08%237CommonSOLE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$134,3950.08%2,005CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$131,8040.07%714CommonSOLE
46125A100LUNRINTUITIVE MACHINES INC$128,8270.07%7,094CommonSOLE
46140H700DBBINVESCO DB MULTI-SECTOR COMM$124,8060.07%6,621CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$120,8540.07%1,214CommonSOLE
92204A504VHTVANGUARD WORLD FD$119,2340.07%470CommonSOLE
74347R370EFZPROSHARES TR$118,3900.07%7,085CommonSOLE
43114Q105HPKHIGHPEAK ENERGY INC$117,6000.07%8,000CommonSOLE
693718108PCARPACCAR INC$109,9490.06%1,057CommonSOLE
G25508105CRHCRH PLC$101,6900.06%1,095CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$101,0370.06%1,195CommonSOLE
717081103PFEPFIZER INC$100,8940.06%3,803CommonSOLE
74347B235DOGPROSHARES TR$99,7900.06%3,760CommonSOLE
375558103GILDGILEAD SCIENCES INC$95,6950.05%1,036CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$94,1750.05%1,198CommonSOLE
067901108ABXBARRICK GOLD CORP$93,9460.05%6,061CommonSOLE
65339F101NEENEXTERA ENERGY INC$91,4760.05%1,276CommonSOLE
91232N207USOUNITED STS OIL FD LP$90,6600.05%1,200CommonSOLE
806857108SLBSCHLUMBERGER LTD$90,4440.05%2,359CommonSOLE
46138B103DBCINVESCO DB COMMDY INDX TRCK$86,3750.05%4,040CommonSOLE
172967424CCITIGROUP INC$86,2280.05%1,225CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$77,2640.04%159CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$75,2330.04%2,300CommonSOLE
81762P102NOWSERVICENOW INC$74,2080.04%70CommonSOLE
293594107ENVXENOVIX CORPORATION$70,1880.04%6,457CommonSOLE
464287556IBBISHARES TR$66,7660.04%505CommonSOLE
301505707ROBOEXCHANGE TRADED CONCEPTS TRU$66,1060.04%1,175CommonSOLE
37954Y715BOTZGLOBAL X FDS$65,6570.04%2,055CommonSOLE
051774107AURAURORA INNOVATION INC$63,0000.04%10,000CommonSOLE
500767678KRBNKRANESHARES TRUST$61,4630.03%2,097CommonSOLE
020002101ALLALLSTATE CORP$58,9940.03%306CommonSOLE
78464A631XARSPDR SER TR$54,0570.03%326CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$52,6090.03%104CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$48,5500.03%500CommonSOLE
29084Q100EMEEMCOR GROUP INC$48,1130.03%106CommonSOLE
92189H300EMLCVANECK ETF TRUST$47,5370.03%2,057CommonSOLE
33738D101EMLPFIRST TR EXCHANGE-TRADED FD$46,9510.03%1,317CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$43,5720.02%350CommonSOLE
46434G772EWTISHARES INC$42,5980.02%823CommonSOLE
235851102DHRDANAHER CORPORATION$40,1710.02%175CommonSOLE
281020107EIXEDISON INTL$39,9200.02%500CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$39,7620.02%360CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$38,6250.02%74CommonSOLE
81369Y100XLBSELECT SECTOR SPDR TR$37,8630.02%450CommonSOLE
464287432TLTISHARES TR$37,5520.02%430CommonSOLE
464286749EWLISHARES INC$37,4110.02%814CommonSOLE
701094104PHPARKER-HANNIFIN CORP$36,8900.02%58CommonSOLE
46138E354SPLVINVESCO EXCH TRADED FD TR II$36,6800.02%524CommonSOLE
009158106APDAIR PRODS & CHEMS INC$36,5450.02%126CommonSOLE
571903202MARMARRIOTT INTL INC NEW$36,2620.02%130CommonSOLE
66987V109NVSNOVARTIS AG$36,1990.02%372CommonSOLE
17275R102CSCOCISCO SYS INC$35,8750.02%606CommonSOLE
303250104FICOFAIR ISAAC CORP$35,8370.02%18CommonSOLE
199908104FIXCOMFORT SYS USA INC$35,6210.02%84CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$35,3340.02%200CommonSOLE
478160104JNJJOHNSON & JOHNSON$34,2750.02%237CommonSOLE
316092600FHLCFIDELITY COVINGTON TRUST$33,8510.02%518CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$33,7890.02%72CommonSOLE
882508104TXNTEXAS INSTRS INC$33,3770.02%178CommonSOLE
097023105BABOEING CO$33,2760.02%188CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$32,9010.02%162CommonSOLE
617446448MSMORGAN STANLEY$32,1840.02%256CommonSOLE
585464100MLCOMELCO RESORTS AND ENTMNT LTD$30,9190.02%5,340CommonSOLE
052769106ADSKAUTODESK INC$30,1480.02%102CommonSOLE
466313103JBLJABIL INC$29,0680.02%202CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$29,0190.02%340CommonSOLE
855244109SBUXSTARBUCKS CORP$29,0180.02%318CommonSOLE
760759100RSGREPUBLIC SVCS INC$28,9700.02%144CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$28,6750.02%135CommonSOLE
351858105FNVFRANCO NEV CORP$26,4580.01%225CommonSOLE
03076C106AMPAMERIPRISE FINL INC$24,4920.01%46CommonSOLE
40412C101HCAHCA HEALTHCARE INC$24,0120.01%80CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$23,8650.01%136CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$23,5250.01%243CommonSOLE
461202103INTUINTUIT$22,6260.01%36CommonSOLE
08265T208BSYBENTLEY SYS INC$22,6030.01%484CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$22,2590.01%67CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$22,1730.01%128CommonSOLE
609207105MDLZMONDELEZ INTL INC$21,5030.01%360CommonSOLE
26875P101EOGEOG RES INC$20,8390.01%170CommonSOLE
27579R104EWBCEAST WEST BANCORP INC$20,3970.01%213CommonSOLE
244199105DEDEERE & CO$20,3380.01%48CommonSOLE
G54950103LINLINDE PLC$20,0960.01%48CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$19,9300.01%165CommonSOLE
942622200WSOWATSCO INC$19,9030.01%42CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$19,7160.01%58CommonSOLE
053332102AZOAUTOZONE INC$19,2120.01%6CommonSOLE
82889N699CTASIMPLIFY EXCHANGE TRADED FUN$18,9650.01%680CommonSOLE
576323109MTZMASTEC INC$18,9230.01%139CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$18,9080.01%250CommonSOLE
78464A359CWBSPDR SER TR$18,6940.01%240CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$18,5140.01%96CommonSOLE
002824100ABTABBOTT LABS$18,4370.01%163CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$18,3430.01%31CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$18,0900.01%300CommonSOLE
922908553VNQVANGUARD INDEX FDS$17,8160.01%200CommonSOLE
517125100LRMRLARIMAR THERAPEUTICS INC$17,3260.01%4,477CommonSOLE
89151E109TTENTOTALENERGIES SE$17,0040.01%312CommonSOLE
58733R102MELIMERCADOLIBRE INC$17,0040.01%10CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$16,0230.01%203CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$15,9740.01%63CommonSOLE
031162100AMGNAMGEN INC$15,6380.01%60CommonSOLE
G29183103ETNEATON CORP PLC$15,2660.01%46CommonSOLE
G6674U108NVCRNOVOCURE LTD$14,9000.01%500CommonSOLE
56585A102MPCMARATHON PETE CORP$13,9500.01%100CommonSOLE
526057104LENLENNAR CORP$13,9100.01%102CommonSOLE
08774B508BETRBETTER HOME & FINANCE HOLDIN$13,8530.01%1,553CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$13,5980.01%30CommonSOLE
89832Q109TFCTRUIST FINL CORP$13,4910.01%311CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$13,4290.01%26CommonSOLE
22052L104CTVACORTEVA INC$13,1580.01%231CommonSOLE
72352L106PINSPINTEREST INC$12,9340.01%446CommonSOLE
704326107PAYXPAYCHEX INC$12,7600.01%91CommonSOLE
25243Q205DEODIAGEO PLC$12,5860.01%99CommonSOLE
031652100AMKRAMKOR TECHNOLOGY INC$11,9200.01%464CommonSOLE
775711104ROLROLLINS INC$11,4020.01%246CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$11,1370.01%34CommonSOLE
03662Q105AKXANSYS INC$11,1320.01%33CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$10,9050.01%31CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$10,7890.01%125CommonSOLE
294429105EFXEQUIFAX INC$10,7040.01%42CommonSOLE
655663102NDSNNORDSON CORP$10,2530.01%49CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$10,0930.01%48CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$9,8260.01%54CommonSOLE
056752108BIDUBAIDU INC$9,6110.01%114CommonSOLE
452327109ILMNILLUMINA INC$9,4880.01%71CommonSOLE
G87052109TELTE CONNECTIVITY PLC$9,1500.01%64CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$9,0930.01%173CommonSOLE
74762E102QUREQUANTA SVCS INC$8,8490.00%28CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$8,7170.00%152CommonSOLE
260003108DOVDOVER CORP$8,6300.00%46CommonSOLE
116794108BRKRBRUKER CORP$8,2070.00%140CommonSOLE
670346105NUENUCOR CORP$8,1700.00%70CommonSOLE
005098108GOLFACUSHNET HLDGS CORP$8,1030.00%114CommonSOLE
58155Q103MCKMCKESSON CORP$7,9790.00%14CommonSOLE
92939U106WECWEC ENERGY GROUP INC$7,7110.00%82CommonSOLE
654106103NKENIKE INC$7,6430.00%101CommonSOLE
254687106DISDISNEY WALT CO$7,5720.00%68CommonSOLE
040413205ANETARISTA NETWORKS INC$7,0740.00%64CommonSOLE
00206R102TAT&T INC$6,8310.00%300CommonSOLE
464288752ITBISHARES TR$6,8240.00%66CommonSOLE
109194100BFAMBRIGHT HORIZONS FAM SOL IN D$6,7620.00%61CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$6,4430.00%31CommonSOLE
980228308WDSWOODSIDE ENERGY GROUP LTD$6,3960.00%410CommonSOLE
695156109PKGPACKAGING CORP AMER$6,3040.00%28CommonSOLE
515098101LSTRLANDSTAR SYS INC$6,1870.00%36CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$6,0780.00%152CommonSOLE
833034101SNASNAP ON INC$5,7710.00%17CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$5,7000.00%77CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$5,6960.00%10CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$5,6770.00%20CommonSOLE
30040P103EVTCEVERTEC INC$5,4560.00%158CommonSOLE
533900106LECOLINCOLN ELEC HLDGS INC$5,4370.00%29CommonSOLE
090572207BIOBIO RAD LABS INC$5,2560.00%16CommonSOLE
464289180EUFNISHARES TR$5,1260.00%220CommonSOLE
512807306LRCXLAM RESEARCH CORP$5,0560.00%70CommonSOLE
500767306KWEBKRANESHARES TRUST$4,7950.00%164CommonSOLE
92338C103VLTOVERALTO CORP$4,7870.00%47CommonSOLE
87162W100SNXTD SYNNEX CORPORATION$4,4570.00%38CommonSOLE
548661107LOWLOWES COS INC$4,4420.00%18CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$4,4310.00%40CommonSOLE
053611109AVYAVERY DENNISON CORP$4,3040.00%23CommonSOLE
464286806EWGISHARES INC$4,2320.00%133CommonSOLE
117043109BCBRUNSWICK CORP$4,0100.00%62CommonSOLE
537008104LFUSLITTELFUSE INC$4,0060.00%17CommonSOLE
553498106MSAMSA SAFETY INC$3,9780.00%24CommonSOLE
30040W108ESEVERSOURCE ENERGY$3,9630.00%69CommonSOLE
G8473T100STESTERIS PLC$3,9060.00%19CommonSOLE
372460105GPCGENUINE PARTS CO$3,8530.00%33CommonSOLE
219350105GLWCORNING INC$3,6590.00%77CommonSOLE
82889N772PINKSIMPLIFY EXCHANGE TRADED FUN$3,5590.00%120CommonSOLE
20825C104COPCONOCOPHILLIPS$3,4710.00%35CommonSOLE
009066101ABNBAIRBNB INC$3,2850.00%25CommonSOLE
217204106CPRTCOPART INC$3,2140.00%56CommonSOLE
447011107HUNHUNTSMAN CORP$3,0290.00%168CommonSOLE
366651107ITGARTNER INC$2,9070.00%6CommonSOLE
464287226AGGISHARES TR$2,8100.00%29CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$2,4980.00%70CommonSOLE
464287655IWMISHARES TR$2,4310.00%11CommonSOLE
127190304CACICACI INTL INC$2,4240.00%6CommonSOLE
98978V103ZTSZOETIS INC$1,9550.00%12CommonSOLE
05368V106AVNTAVIENT CORPORATION$1,9200.00%47CommonSOLE
464288687PFFISHARES TR$1,8860.00%60CommonSOLE
20602D101CNXCCONCENTRIX CORP$1,6440.00%38CommonSOLE
256163106DOCUDOCUSIGN INC$1,6190.00%18CommonSOLE
G4863A108BRSLINTERNATIONAL GAME TECHNOLOG$1,4300.00%81CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$1,3580.00%9CommonSOLE
046353108AZNNASTRAZENECA PLC$1,2450.00%19CommonSOLE
74349Y753SHPROSHARES TR$1,0600.00%25CommonSOLE
345370860FFORD MTR CO$7230.00%73CommonSOLE
698813102PZZAPAPA JOHNS INTL INC$6980.00%17CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$6260.00%3CommonSOLE
977852102WOLF*WOLFSPEED INC$4600.00%69CommonSOLE
500767587BNDDUSDKRANESHARES TRUST$4050.00%30CommonSOLE
38964R203ETHGRAYSCALE ETHEREUM MINI TR E$2520.00%8CommonSOLE
384747101GRALGRAIL INC$1790.00%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.