MondegarAI
Sivia Capital Partners, LLC

Q2 2025 · 13F-HR/A

Sivia Capital Partners, LLCholdings as filed

Filed 2025-09-24 · accession 0001941040-25-000530

$293.9M
Reported value
433
Positions
2025-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$12.8M4.37%81,224CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$12.0M4.09%93,445CommonNONE
922908363VOOVANGUARD INDEX FDS$11.7M3.99%20,641CommonNONE
594918104MSFTMICROSOFT CORP$10.8M3.69%21,788CommonNONE
25434V617DFAWDIMENSIONAL ETF TRUST$10.3M3.49%152,823CommonNONE
037833100AAPLAPPLE INC$9.1M3.11%44,543CommonNONE
023135106AMZNAMAZON COM INC$9.0M3.05%40,815CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$6.4M2.19%13,238CommonNONE
75734B100RDDTREDDIT INC$4.6M1.58%30,837CommonNONE
30303M102METAMETA PLATFORMS INC$4.3M1.47%5,870CommonNONE
88160R101TSLATESLA INC$3.9M1.31%12,135CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$3.8M1.30%3,853CommonNONE
11135F101AVGOBROADCOM INC$3.5M1.19%12,693CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$3.3M1.13%5,379CommonNONE
02079K305GOOGLALPHABET INC$3.1M1.04%17,406CommonNONE
02079K107GOOGALPHABET INC$2.9M1.00%16,598CommonNONE
922908769VTIVANGUARD INDEX FDS$2.1M0.71%6,901CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$2.0M0.69%14,774CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.9M0.66%6,661CommonNONE
64110L106NFLXNETFLIX INC$1.9M0.64%1,406CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.8M0.61%7,972CommonNONE
532457108LLYELI LILLY & CO$1.5M0.52%1,971CommonNONE
771049103RBLXROBLOX CORP$1.4M0.47%13,000CommonNONE
833445109SNOWSNOWFLAKE INC$1.3M0.46%6,021CommonNONE
92826C839VVISA INC$1.3M0.45%3,747CommonNONE
931142103WMTWALMART INC$1.3M0.43%13,008CommonNONE
30231G102XOMEXXON MOBIL CORP$1.2M0.41%11,237CommonNONE
369604301GEGE AEROSPACE$1.1M0.38%4,337CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$1.1M0.37%1,551CommonNONE
040413205ANETARISTA NETWORKS INC$1.1M0.37%10,723CommonNONE
25809K105DASHDOORDASH INC$1.0M0.36%4,255CommonNONE
718172109PMPHILIP MORRIS INTL INC$1.0M0.35%5,636CommonNONE
060505104BACBANK AMERICA CORP$1.0M0.34%21,401CommonNONE
742718109PGPROCTER AND GAMBLE CO$978,8870.33%6,144CommonNONE
46090E103QQQINVESCO QQQ TR$967,5770.33%1,754CommonNONE
57636Q104MAMASTERCARD INCORPORATED$967,1480.33%1,721CommonNONE
66987V109NVSNOVARTIS AG$963,1190.33%7,959CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$955,2250.33%165CommonNONE
437076102HDHOME DEPOT INC$952,3460.32%2,598CommonNONE
68389X105ORCLORACLE CORP$950,5210.32%4,348CommonNONE
03831W108APPAPPLOVIN CORP$950,1170.32%2,714CommonNONE
82509L107SHOPSHOPIFY INC$944,7170.32%8,190CommonNONE
N07059210ASMLASML HOLDING N V$936,0240.32%1,168CommonNONE
74460D109PSAPUBLIC STORAGE OPER CO$929,4460.32%3,168CommonNONE
803054204SAPSAP SE$927,5050.32%3,050CommonNONE
00724F101ADBEADOBE INC$926,1910.32%2,394CommonNONE
37045V100GMGENERAL MTRS CO$912,7470.31%18,548CommonNONE
58933Y105MRKMERCK & CO INC$909,8390.31%11,494CommonNONE
92343E102VRSNVERISIGN INC$903,9440.31%3,130CommonNONE
922475108VEEVVEEVA SYS INC$899,0740.31%3,122CommonNONE
478160104JNJJOHNSON & JOHNSON$895,5250.30%5,863CommonNONE
713448108PEPPEPSICO INC$861,8750.29%6,527CommonNONE
81762P102NOWSERVICENOW INC$860,5030.29%837CommonNONE
00287Y109ABBVABBVIE INC$848,4490.29%4,571CommonNONE
172967424CCITIGROUP INC$834,6020.28%9,805CommonNONE
45337C102INCYINCYTE CORP$822,4440.28%12,077CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$813,4430.28%12,986CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$807,2970.27%4,331CommonNONE
79466L302CRMSALESFORCE INC$806,6170.27%2,958CommonNONE
032095101APHAMPHENOL CORP NEW$787,2390.27%7,972CommonNONE
009066101ABNBAIRBNB INC$776,3060.26%5,866CommonNONE
458140100INTCINTEL CORP$766,1050.26%34,201CommonNONE
052769106ADSKAUTODESK INC$765,2570.26%2,472CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$758,3140.26%5,344CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$744,5150.25%7,049CommonNONE
G54950103LINLINDE PLC$736,3260.25%1,569CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$728,3740.25%1,665CommonNONE
404280406HSBCHSBC HLDGS PLC$723,1580.25%11,896CommonNONE
697435105PANWPALO ALTO NETWORKS INC$712,9660.24%3,484CommonNONE
670100205NVONOVO-NORDISK A S$712,2970.24%10,320CommonNONE
17275R102CSCOCISCO SYS INC$706,1530.24%10,178CommonNONE
889478103TOLTOLL BROTHERS INC$705,3230.24%6,180CommonNONE
14040H105COFCAPITAL ONE FINL CORP$702,1660.24%3,300CommonNONE
461202103INTUINTUIT$697,9280.24%886CommonNONE
780087102RYROYAL BK CDA$695,1100.24%5,284CommonNONE
254687106DISDISNEY WALT CO$678,3350.23%5,470CommonNONE
949746101WMT2WELLS FARGO CO NEW$670,8670.23%8,373CommonNONE
882681109TXRHTEXAS ROADHOUSE INC$657,0590.22%3,506CommonNONE
002824100ABTABBOTT LABS$648,4800.22%4,768CommonNONE
36828A101GEVGE VERNOVA INC$635,5090.22%1,201CommonNONE
30161Q104EXELEXELIXIS INC$633,0050.22%14,362CommonNONE
191216100KOCOCA COLA CO$628,3590.21%8,881CommonNONE
143130102KMXCARMAX INC$626,6660.21%9,324CommonNONE
452327109ILMNILLUMINA INC$621,0240.21%6,509CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$617,5590.21%2,066CommonNONE
55354G100MSCIMSCI INC$606,7500.21%1,052CommonNONE
26142V105DKNGDRAFTKINGS INC NEW$602,8190.21%14,055CommonNONE
876030107TPRTAPESTRY INC$602,3670.20%6,860CommonNONE
40415F101HDBHDFC BANK LTD$601,0930.20%7,840CommonNONE
780259305SHELSHELL PLC$595,7850.20%8,462CommonNONE
30212P303EXPEEXPEDIA GROUP INC$595,6090.20%3,531CommonNONE
539439109LYGLLOYDS BANKING GROUP PLC$594,5590.20%139,896CommonNONE
038222105AMATAPPLIED MATLS INC$590,4370.20%3,225CommonNONE
580135101MCDMCDONALDS CORP$589,2350.20%2,017CommonNONE
380237107GDDYGODADDY INC$588,9760.20%3,271CommonNONE
05964H105SANBANCO SANTANDER S.A.$587,4080.20%70,772CommonNONE
31428X106FDXFEDEX CORP$586,2320.20%2,579CommonNONE
199908104FIXCOMFORT SYS USA INC$578,5710.20%1,079CommonNONE
60855R100MOHMOLINA HEALTHCARE INC$576,4370.20%1,935CommonNONE
89832Q109TFCTRUIST FINL CORP$575,2920.20%13,382CommonNONE
835699307SONYSONY GROUP CORP$572,9980.19%22,013CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$571,3740.19%1,938CommonNONE
92537N108VRTVERTIV HOLDINGS CO$567,1870.19%4,417CommonNONE
639057207NWGNATWEST GROUP PLC$563,2120.19%39,803CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$560,7630.19%1,797CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$560,2770.19%12,925CommonNONE
247361702DALDELTA AIR LINES INC DEL$555,2420.19%11,290CommonNONE
025816109AXPAMERICAN EXPRESS CO$554,4380.19%1,738CommonNONE
78409V104SPGIS&P GLOBAL INC$547,3520.19%1,038CommonNONE
65249B109NWSANEWS CORP NEW$545,0960.19%18,341CommonNONE
445658107JBHTHUNT J B TRANS SVCS INC$539,2200.18%3,755CommonNONE
62482R10707WAMR COOPER GROUP INC$531,9340.18%3,565CommonNONE
747525103QCOMQUALCOMM INC$529,5150.18%3,325CommonNONE
15135B101CNCCENTENE CORP DEL$527,0590.18%9,710CommonNONE
912008109USFDUS FOODS HLDG CORP$526,3630.18%6,835CommonNONE
98978V103ZTSZOETIS INC$522,1350.18%3,348CommonNONE
75513E101RTXRTX CORPORATION$521,5830.18%3,572CommonNONE
46266C105IQVIQVIA HLDGS INC$513,5860.17%3,259CommonNONE
512816109LAMRLAMAR ADVERTISING CO NEW$509,9550.17%4,202CommonNONE
23804L103DDOGDATADOG INC$508,7080.17%3,787CommonNONE
G87110105FTITECHNIPFMC PLC$508,4720.17%14,764CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$507,4550.17%4,891CommonNONE
046353108AZNNASTRAZENECA PLC$505,4290.17%7,233CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$504,2840.17%928CommonNONE
58155Q103MCKMCKESSON CORP$501,9750.17%685CommonNONE
042735100ARWARROW ELECTRS INC$491,7520.17%3,859CommonNONE
45104G104IBNICICI BANK LIMITED$490,9230.17%14,593CommonNONE
86562M209SMFGSUMITOMO MITSUI FINL GROUP I$489,5340.17%32,398CommonNONE
260003108DOVDOVER CORP$488,3330.17%2,665CommonNONE
872590104TMUST-MOBILE US INC$488,1950.17%2,049CommonNONE
904767704UNILEVER PLC$485,9250.17%7,944CommonNONE
10316T104BOXBOX INC$484,3260.16%14,174CommonNONE
H42097107UBSUBS GROUP AG$483,6260.16%14,300CommonNONE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$482,8070.16%35,190CommonNONE
00206R102TAT&T INC$476,1500.16%16,453CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$475,6430.16%5,098CommonNONE
55087P104LYFTLYFT INC$470,3410.16%29,844CommonNONE
816300107SIGISELECTIVE INS GROUP INC$467,5630.16%5,396CommonNONE
974155103WINGWINGSTOP INC$467,0580.16%1,387CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$467,0190.16%4,348CommonNONE
90384S303ULTAULTA BEAUTY INC$466,4170.16%997CommonNONE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$464,4200.16%4,460CommonNONE
375558103GILDGILEAD SCIENCES INC$463,6330.16%4,182CommonNONE
29084Q100EMEEMCOR GROUP INC$459,4740.16%859CommonNONE
981064108WFWOORI FINL GROUP INC$458,9580.16%9,229CommonNONE
16679L109CHWYCHEWY INC$457,2700.16%10,729CommonNONE
30225T102EXREXTRA SPACE STORAGE INC$456,9570.16%3,099CommonNONE
015271109AREALEXANDRIA REAL ESTATE EQ IN$453,8650.15%6,249CommonNONE
058498106BALLBALL CORP$453,0950.15%8,078CommonNONE
883203101TXTTEXTRON INC$452,9980.15%5,642CommonNONE
539830109LMTLOCKHEED MARTIN CORP$450,7320.15%973CommonNONE
281020107EIXEDISON INTL$450,6960.15%8,734CommonNONE
743315103PGRPROGRESSIVE CORP$449,9410.15%1,686CommonNONE
N3167Y103RACEFERRARI N V$448,0460.15%913CommonNONE
562750109MANHMANHATTAN ASSOCIATES INC$445,6900.15%2,257CommonNONE
34959E109FTNTFORTINET INC$443,8130.15%4,198CommonNONE
174610105CFGCITIZENS FINL GROUP INC$439,1830.15%9,814CommonNONE
06738E204BCSBARCLAYS PLC$438,2040.15%23,572CommonNONE
595112103MUMICRON TECHNOLOGY INC$434,8400.15%3,528CommonNONE
026874784AIGAMERICAN INTL GROUP INC$432,2700.15%5,050CommonNONE
G29183103ETNEATON CORP PLC$430,2730.15%1,205CommonNONE
406216101HALHALLIBURTON CO$429,3970.15%21,070CommonNONE
872540109TJXTJX COS INC NEW$425,7940.14%3,448CommonNONE
552848103MTGMGIC INVT CORP WIS$425,2560.14%15,275CommonNONE
902973304USBUS BANCORP DEL$425,0790.14%9,394CommonNONE
863667101SYKSTRYKER CORPORATION$424,5460.14%1,073CommonNONE
G87052109TELTE CONNECTIVITY PLC$424,5420.14%2,517CommonNONE
18915M107NETCLOUDFLARE INC$423,7760.14%2,164CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$421,8830.14%1,584CommonNONE
78464A599XSWSPDR SERIES TRUST$419,8820.14%2,212CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$417,9450.14%9,659CommonNONE
032654105ADIANALOG DEVICES INC$416,9710.14%1,752CommonNONE
808513105SCHWSCHWAB CHARLES CORP$415,3730.14%4,553CommonNONE
902494103TSNTYSON FOODS INC$413,5640.14%7,393CommonNONE
D18190898DBDEUTSCHE BANK A G$413,3750.14%14,118CommonNONE
G0692U109AXSAXIS CAP HLDGS LTD$407,3900.14%3,924CommonNONE
57060D108MKTXMARKETAXESS HLDGS INC$406,0320.14%1,818CommonNONE
G3643J108FLUTFLUTTER ENTMT PLC$405,4930.14%1,419CommonNONE
60687Y109MFGMIZUHO FINANCIAL GROUP INC$405,4630.14%72,925CommonNONE
87165B103SYFSYNCHRONY FINANCIAL$404,5880.14%6,062CommonNONE
59156R108METMETLIFE INC$404,4140.14%5,029CommonNONE
892331307TMTOYOTA MOTOR CORP$403,7770.14%2,344CommonNONE
H1467J104CBCHUBB LIMITED$403,3320.14%1,392CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$402,5890.14%12,656CommonNONE
228368106CCKCROWN HLDGS INC$401,2100.14%3,896CommonNONE
219350105GLWCORNING INC$400,5250.14%7,616CommonNONE
110448107BTIBRITISH AMERN TOB PLC$400,1700.14%8,455CommonNONE
20030N101CMCSACOMCAST CORP NEW$399,4070.14%11,191CommonNONE
235851102DHRDANAHER CORPORATION$396,8660.14%2,009CommonNONE
G25508105CRHCRH PLC$392,8120.13%4,279CommonNONE
670346105NUENUCOR CORP$390,0600.13%3,011CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$389,5820.13%1,456CommonNONE
97651M109WITWIPRO LTD$389,0550.13%128,826CommonNONE
24906P109XRAYDENTSPLY SIRONA INC$388,7580.13%24,481CommonNONE
65339F101NEENEXTERA ENERGY INC$386,1540.13%5,563CommonNONE
751212101RLRALPH LAUREN CORP$385,9120.13%1,407CommonNONE
G3223R108EGEVEREST GROUP LTD$384,3760.13%1,131CommonNONE
09290D101BLKBLACKROCK INC$384,1070.13%366CommonNONE
125523100CITHE CIGNA GROUP$383,5280.13%1,160CommonNONE
20825C104COPCONOCOPHILLIPS$381,8060.13%4,255CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$381,2810.13%2,078CommonNONE
26884L109EQTEQT CORP$380,7710.13%6,529CommonNONE
759530108RELXRELX PLC$380,6520.13%7,005CommonNONE
049468101TEAMATLASSIAN CORPORATION$380,3880.13%1,873CommonNONE
G5960L103MDTMEDTRONIC PLC$379,7130.13%4,356CommonNONE
008474108AEMAGNICO EAGLE MINES LTD$379,0910.13%3,188CommonNONE
456788108INFYINFOSYS LTD$376,1940.13%20,302CommonNONE
02209S103MOALTRIA GROUP INC$372,9710.13%6,361CommonNONE
278865100ECLECOLAB INC$372,9050.13%1,384CommonNONE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTA$369,8480.13%24,063CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$369,8300.13%3,261CommonNONE
56585A102MPCMARATHON PETE CORP$368,9500.13%2,221CommonNONE
456837103INGING GROEP N.V.$367,9190.13%16,823CommonNONE
149123101CATCATERPILLAR INC$367,7880.13%947CommonNONE
256135203RDYDR REDDYS LABS LTD$366,7890.12%24,404CommonNONE
26614N102DDDUPONT DE NEMOURS INC$365,2730.12%5,325CommonNONE
69331C108PCGPG&E CORP$363,7920.12%26,097CommonNONE
617446448MSMORGAN STANLEY$361,6520.12%2,567CommonNONE
17133Q502CHTCHUNGHWA TELECOM CO LTD$361,3210.12%7,752CommonNONE
743606105PBPROSPERITY BANCSHARES INC$358,7160.12%5,107CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$357,2220.12%5,836CommonNONE
053332102AZOAUTOZONE INC$356,3740.12%96CommonNONE
11271J107BNBROOKFIELD CORP$353,4110.12%5,714CommonNONE
874060205TAKTAKEDA PHARMACEUTICAL CO LTD$351,4680.12%22,734CommonNONE
002896207ANFABERCROMBIE & FITCH CO$348,1360.12%4,202CommonNONE
884903808TRI4EURTHOMSON REUTERS CORP$347,5530.12%1,728CommonNONE
231021106CMICUMMINS INC$347,4780.12%1,061CommonNONE
H2906T109GRMNGARMIN LTD$346,9170.12%1,662CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$346,1100.12%7,477CommonNONE
G3198U102ESNTESSENT GROUP LTD$345,9180.12%5,696CommonNONE
166764100CVXCHEVRON CORP NEW$344,4680.12%2,406CommonNONE
548661107LOWLOWES COS INC$340,4180.12%1,534CommonNONE
48241A105KBKB FINL GROUP INC$339,6100.12%4,112CommonNONE
533900106LECOLINCOLN ELEC HLDGS INC$339,3830.12%1,637CommonNONE
099724106BWABORGWARNER INC$339,3530.12%10,136CommonNONE
512807306LRCXLAM RESEARCH CORP$338,8980.12%3,482CommonNONE
366651107ITGARTNER INC$335,5030.11%830CommonNONE
72352L106PINSPINTEREST INC$335,1830.11%9,347CommonNONE
695156109PKGPACKAGING CORP AMER$333,5680.11%1,770CommonNONE
770323103RHIROBERT HALF INC.$332,4230.11%8,098CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$332,2100.11%4,470CommonNONE
20602D101CNXCCONCENTRIX CORP$332,0880.11%6,283CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$331,9880.11%1,037CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$331,8780.11%1,077CommonNONE
031162100AMGNAMGEN INC$331,0420.11%1,186CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$330,0330.11%648CommonNONE
064149107BNSBANK NOVA SCOTIA HALIFAX$329,6300.11%5,964CommonNONE
16411R208LNGCHENIERE ENERGY INC$329,2390.11%1,352CommonNONE
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045487105ASBASSOCIATED BANC CORP$327,6310.11%13,433CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$327,5870.11%2,672CommonNONE
204166102CVLTCOMMVAULT SYS INC$327,3920.11%1,878CommonNONE
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482480100KLACKLA CORP$312,7150.11%349CommonNONE
03076C106AMPAMERIPRISE FINL INC$311,7460.11%584CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$311,5400.11%406CommonNONE
09260D107BXBLACKSTONE INC$310,4860.11%2,076CommonNONE
064058100BKBANK NEW YORK MELLON CORP$309,2270.11%3,394CommonNONE
958102105WDCWESTERN DIGITAL CORP$307,3440.10%4,803CommonNONE
29977A105EVREVERCORE INC$307,2830.10%1,138CommonNONE
855244109SBUXSTARBUCKS CORP$306,8300.10%3,349CommonNONE
42226A107HQYHEALTHEQUITY INC$305,7940.10%2,919CommonNONE
070830104BBWIBATH & BODY WORKS INC$305,7740.10%10,206CommonNONE
824596100SHGSHINHAN FINANCIAL GROUP CO L$305,4290.10%6,760CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$302,2860.10%2,173CommonNONE
31620M106FISFIDELITY NATL INFORMATION SV$302,1130.10%3,711CommonNONE
23331A109DHID R HORTON INC$301,6730.10%2,340CommonNONE
701094104PHPARKER-HANNIFIN CORP$300,3890.10%430CommonNONE
891092108TTCTORO CO$298,9060.10%4,229CommonNONE
632307104NTRANATERA INC$297,5030.10%1,761CommonNONE
116794108BRKRBRUKER CORP$297,0110.10%7,209CommonNONE
58506Q109MEDPMEDPACE HLDGS INC$296,2840.10%944CommonNONE
031100100AMEAMETEK INC$294,6120.10%1,628CommonNONE
842587107SOSOUTHERN CO$293,6630.10%3,198CommonNONE
95040Q104WELLWELLTOWER INC$293,5480.10%1,910CommonNONE
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337738108FISVFISERV INC$292,4070.10%1,696CommonNONE
74758T303QLYSQUALYS INC$291,7410.10%2,042CommonNONE
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969457100WMBWILLIAMS COS INC$291,1290.10%4,635CommonNONE
04247X102AWIARMSTRONG WORLD INDS INC NEW$290,6050.10%1,789CommonNONE
88033G407THCTENET HEALTHCARE CORP$289,6960.10%1,646CommonNONE
46187W107INVHINVITATION HOMES INC$286,8690.10%8,746CommonNONE
19260Q107COINCOINBASE GLOBAL INC$284,9480.10%813CommonNONE
05464C101AXONAXON ENTERPRISE INC$283,9830.10%343CommonNONE
25746U109DDOMINION ENERGY INC$282,3170.10%4,995CommonNONE
98138H101WDAYWORKDAY INC$280,8000.10%1,170CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$279,9700.10%510CommonNONE
00215W100ASXASE TECHNOLOGY HLDG CO LTD$279,1790.09%27,026CommonNONE
127055101CBTCABOT CORP$278,9250.09%3,719CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$277,4840.09%2,749CommonNONE
690742101OCOWENS CORNING NEW$277,2400.09%2,016CommonNONE
882508104TXNTEXAS INSTRS INC$276,4310.09%1,331CommonNONE
438516106HONHONEYWELL INTL INC$274,1930.09%1,177CommonNONE
27579R104EWBCEAST WEST BANCORP INC$273,7570.09%2,711CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$273,3010.09%2,316CommonNONE
00846U101AAGILENT TECHNOLOGIES INC$272,7290.09%2,311CommonNONE
48251W104KKRKKR & CO INC$272,7120.09%2,050CommonNONE
576323109MTZMASTEC INC$271,1540.09%1,591CommonNONE
87161C501SYU1SYNOVUS FINL CORP$269,9800.09%5,217CommonNONE
92840M102VSTVISTRA CORP$268,8720.09%1,387CommonNONE
26884U109EPREPR PPTYS$267,5960.09%4,593CommonNONE
615369105MCOMOODYS CORP$267,3620.09%533CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$267,2450.09%828CommonNONE
81141R100SESEA LTD$266,7800.09%1,668CommonNONE
45168D104IDXXIDEXX LABS INC$264,9520.09%494CommonNONE
044186104ASHASHLAND INC$264,3220.09%5,257CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$262,4480.09%1,818CommonNONE
136069101CMCANADIAN IMPERIAL BK COMM$261,5040.09%3,692CommonNONE
58733R102MELIMERCADOLIBRE INC$261,3630.09%100CommonNONE
438128308HMCHONDA MOTOR LTD$260,6810.09%9,042CommonNONE
871607107SNPSSYNOPSYS INC$260,4410.09%508CommonNONE
91913Y100VLOVALERO ENERGY CORP$259,3250.09%1,929CommonNONE
891160509TDTORONTO DOMINION BK ONT$258,6170.09%3,521CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$257,9230.09%836CommonNONE
26875P101EOGEOG RES INC$257,5240.09%2,153CommonNONE
37733W204GSKGSK PLC$257,3570.09%6,702CommonNONE
681936100OHIOMEGA HEALTHCARE INVS INC$257,1000.09%7,015CommonNONE
31488V107FERGFERGUSON ENTERPRISES INC$256,9450.09%1,180CommonNONE
256746108DLTRDOLLAR TREE INC$256,8110.09%2,593CommonNONE
452308109ITWILLINOIS TOOL WKS INC$256,6830.09%1,038CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$255,8770.09%1,170CommonNONE
576485205MTDRMATADOR RES CO$254,5860.09%5,335CommonNONE
947890109WBSWEBSTER FINL CORP$254,2720.09%4,657CommonNONE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$254,1470.09%1,551CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$253,5380.09%2,638CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$253,3020.09%4,443CommonNONE
G0450A105ACGLARCH CAP GROUP LTD$252,9370.09%2,778CommonNONE
29250N105ENBENBRIDGE INC$252,2510.09%5,566CommonNONE
98980G102ZSZSCALER INC$252,0940.09%803CommonNONE
733174700BPOPPOPULAR INC$252,0500.09%2,287CommonNONE
90138F102TWLOTWILIO INC$251,0830.09%2,019CommonNONE
56501R106MFCMANULIFE FINL CORP$250,6620.09%7,843CommonNONE
244199105DEDEERE & CO$250,2150.09%492CommonNONE
686330101IXORIX CORP$247,0440.08%10,970CommonNONE
705573103PEGAPEGASYSTEMS INC$244,9920.08%4,526CommonNONE
06417N103OZKBANK OZK LITTLE ROCK ARK$244,9470.08%5,205CommonNONE
679295105OKTAOKTA INC$244,2270.08%2,443CommonNONE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$244,0120.08%4,439CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$243,4100.08%4,335CommonNONE
302491303FMCFMC CORP$241,3990.08%5,782CommonNONE
40412C101HCAHCA HEALTHCARE INC$241,3740.08%630CommonNONE
651639106NEMNEWMONT CORP$240,2060.08%4,123CommonNONE
369550108GDGENERAL DYNAMICS CORP$239,7970.08%822CommonNONE
88579Y101MMM3M CO$238,7120.08%1,568CommonNONE
962879102WPMWHEATON PRECIOUS METALS CORP$238,5990.08%2,657CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$236,0290.08%472CommonNONE
497266106KEXKIRBY CORP$235,5530.08%2,077CommonNONE
231561101CWCURTISS WRIGHT CORP$234,5060.08%480CommonNONE
405024100HAEHAEMONETICS CORP MASS$234,1260.08%3,138CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$234,0580.08%3,024CommonNONE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$232,4940.08%2,549CommonNONE
941848103WATWATERS CORP$232,1120.08%665CommonNONE
05329W102ANAUTONATION INC$232,0230.08%1,168CommonNONE
500631106KEPKOREA ELEC PWR CORP$231,0010.08%16,222CommonNONE
668074305NWENORTHWESTERN ENERGY GROUP IN$230,2860.08%4,489CommonNONE
700517105PKPARK HOTELS & RESORTS INC$230,1240.08%22,495CommonNONE
171484108CHDNCHURCHILL DOWNS INC$228,6640.08%2,264CommonNONE
70202L102PSNPARSONS CORP DEL$227,8700.08%3,175CommonNONE
910873405UMCUNITED MICROELECTRONICS CORP$224,9710.08%29,408CommonNONE
756109104OREALTY INCOME CORP$223,1240.08%3,873CommonNONE
G7S00T104PNRPENTAIR PLC$222,1590.08%2,164CommonNONE
94106L109WMWASTE MGMT INC DEL$221,7690.08%969CommonNONE
636274409NGGNATIONAL GRID PLC$221,2590.08%2,974CommonNONE
410120109HWCHANCOCK WHITNEY CORPORATION$220,7060.08%3,845CommonNONE
942749102WTSWATTS WATER TECHNOLOGIES INC$218,8440.07%890CommonNONE
194162103CLCOLGATE PALMOLIVE CO$217,6120.07%2,394CommonNONE
98980L101ZNGAZOOM COMMUNICATIONS INC$216,6280.07%2,778CommonNONE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$216,5520.07%10,589CommonNONE
443201108HWMHOWMET AEROSPACE INC$216,3100.07%1,162CommonNONE
09062X103BIIBBIOGEN INC$215,6380.07%1,717CommonNONE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$215,1810.07%1,712CommonNONE
654902204NOKNOKIA CORP$213,8300.07%41,280CommonNONE
760759100RSGREPUBLIC SVCS INC$213,5830.07%866CommonNONE
609207105MDLZMONDELEZ INTL INC$212,6030.07%3,152CommonNONE
256677105DGDOLLAR GEN CORP NEW$211,1450.07%1,846CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$210,2390.07%500CommonNONE
88224Q107TCBITEXAS CAP BANCSHARES INC$208,6630.07%2,628CommonNONE
896239100TRMBTRIMBLE INC$208,4130.07%2,743CommonNONE
829933100SIRISIRIUSXM HOLDINGS INC$208,2230.07%9,065CommonNONE
G0176J109ALLEALLEGION PLC$208,1140.07%1,444CommonNONE
717081103PFEPFIZER INC$207,5670.07%8,563CommonNONE
224408104CRCRANE COMPANY$207,3600.07%1,092CommonNONE
13646K108CPCANADIAN PACIFIC KANSAS CITY$205,9730.07%2,598CommonNONE
088606108BHPBHP GROUP LTD$205,6910.07%4,277CommonNONE
12514G108CDWCDW CORP$205,3980.07%1,150CommonNONE
016255101ALGNALIGN TECHNOLOGY INC$204,0980.07%1,078CommonNONE
577933104MMSMAXIMUS INC$203,9310.07%2,905CommonNONE
866796105SLFSUN LIFE FINANCIAL INC.$203,5360.07%3,063CommonNONE
291011104EMREMERSON ELEC CO$203,2270.07%1,524CommonNONE
233331107DTEDTE ENERGY CO$203,1940.07%1,534CommonNONE
776696106ROPROPER TECHNOLOGIES INC$202,9290.07%358CommonNONE
92338C103VLTOVERALTO CORP$201,1930.07%1,993CommonNONE
501044101KRKROGER CO$200,6370.07%2,797CommonNONE
44107P104HSTHOST HOTELS & RESORTS INC$189,6730.06%12,348CommonNONE
294821608ERICTELEFONAKTIEBOLAGET LM ERICS$173,5180.06%20,462CommonNONE
90364P105PATHUIPATH INC$168,9090.06%13,196CommonNONE
496902404KGCKINROSS GOLD CORP$167,0700.06%10,689CommonNONE
0076CA104AEGAEGON LTD$164,9850.06%22,788CommonNONE
83304A106SNAPSNAP INC$153,8220.05%17,701CommonNONE
G0250X107AMCRAMCOR PLC$137,5280.05%14,965CommonNONE
65535H208NMRNOMURA HLDGS INC$126,8100.04%19,272CommonNONE
91912E105VALEVALE S A$123,4140.04%12,710CommonNONE
405552100HLNHALEON PLC$113,9770.04%10,991CommonNONE
447011107HUNHUNTSMAN CORP$108,3370.04%10,397CommonNONE
805111101SVRASAVARA INC$94,6200.03%41,500CommonNONE
00090Q103ADTADT INC DEL$93,1190.03%10,994CommonNONE
900111204TKCTURKCELL ILETISIM HIZMETLERI$92,8500.03%15,347CommonNONE
70614W100PTONPELOTON INTERACTIVE INC$91,8790.03%13,239CommonNONE
34965K107FTREFORTREA HLDGS INC$79,1340.03%16,019CommonNONE
90400P101UGPULTRAPAR PARTICIPACOES SA$71,2680.02%21,728CommonNONE
65345M108NXDRNEXTDOOR HOLDINGS INC$67,9600.02%40,940CommonNONE
059460303BBDBANCO BRADESCO S A$62,4240.02%20,202CommonNONE
G4124C109GRABGRAB HOLDINGS LIMITED$58,1070.02%11,552CommonNONE
803866300SSLSASOL LTD$51,7100.02%11,699CommonNONE
373737105GGBGERDAU SA$50,8610.02%17,418CommonNONE
38341P102GOSSGOSSAMER BIO INC$36,9220.01%30,018CommonNONE
29664W105ESPRESPERION THERAPEUTICS INC NE$25,3360.01%25,738CommonNONE

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.