MondegarAI
Sivia Capital Partners, LLC

Q3 2025 · 13F-HR

Sivia Capital Partners, LLCholdings as filed

Filed 2025-10-20 · accession 0001941040-25-000554

$354.3M
Reported value
468
Positions
2025-09-30
Period end
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The Brief · Sivia Capital Partners, LLC · Q3 2025

AI · grounded in 13F

Sivia Capital Partners, LLC established a new position in NVDA worth $16.19M. The fund also initiated new stakes in VT for $12.73M and VOO for $12.68M. Additional new positions include MSFT at $12.43M and AAPL at $11.55M. Total assets under management stand at $354.25M across 468 positions.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$16.2M4.57%86,762CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$12.7M3.59%92,367CommonNONE
922908363VOOVANGUARD INDEX FDS$12.7M3.58%20,704CommonNONE
594918104MSFTMICROSOFT CORP$12.4M3.51%23,991CommonNONE
037833100AAPLAPPLE INC$11.6M3.26%45,371CommonNONE
25434V617DFAWDIMENSIONAL ETF TRUST$11.4M3.22%158,717CommonNONE
023135106AMZNAMAZON COM INC$8.8M2.47%39,900CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$6.9M1.96%13,814CommonNONE
75734B100RDDTREDDIT INC$6.1M1.72%26,493CommonNONE
88160R101TSLATESLA INC$5.6M1.57%12,544CommonNONE
30303M102METAMETA PLATFORMS INC$4.7M1.33%6,424CommonNONE
11135F101AVGOBROADCOM INC$4.5M1.27%13,658CommonNONE
02079K305GOOGLALPHABET INC$4.5M1.26%18,354CommonNONE
02079K107GOOGALPHABET INC$4.2M1.18%17,101CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$3.6M1.01%5,379CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$2.9M0.82%3,123CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$2.9M0.81%15,710CommonNONE
922908769VTIVANGUARD INDEX FDS$2.4M0.67%7,272CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$2.3M0.65%7,329CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$2.2M0.61%7,784CommonNONE
771049103RBLXROBLOX CORP$2.1M0.61%15,501CommonNONE
03831W108APPAPPLOVIN CORP$2.0M0.57%2,786CommonNONE
931142103WMTWALMART INC$1.9M0.54%18,683CommonNONE
64110L106NFLXNETFLIX INC$1.8M0.52%1,540CommonNONE
040413205ANETARISTA NETWORKS INC$1.8M0.50%12,171CommonNONE
532457108LLYELI LILLY & CO$1.7M0.49%2,278CommonNONE
68389X105ORCLORACLE CORP$1.6M0.45%5,656CommonNONE
833445109SNOWSNOWFLAKE INC$1.5M0.43%6,679CommonNONE
713448108PEPPEPSICO INC$1.5M0.42%10,629CommonNONE
478160104JNJJOHNSON & JOHNSON$1.5M0.41%7,919CommonNONE
37045V100GMGENERAL MTRS CO$1.4M0.41%23,648CommonNONE
458140100INTCINTEL CORP$1.4M0.40%42,225CommonNONE
369604301GEGE AEROSPACE$1.4M0.39%4,648CommonNONE
58933Y105MRKMERCK & CO INC$1.4M0.39%16,324CommonNONE
30231G102XOMEXXON MOBIL CORP$1.4M0.39%12,138CommonNONE
92826C839VVISA INC$1.3M0.38%3,949CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$1.3M0.37%3,832CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.3M0.37%8,479CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$1.3M0.36%1,580CommonNONE
N07059210ASMLASML HOLDING N V$1.3M0.35%1,294CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$1.2M0.35%19,184CommonNONE
46435U556ARTYISHARES TR$1.2M0.35%27,148CommonNONE
82509L107SHOPSHOPIFY INC$1.2M0.35%8,265CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$1.2M0.34%5,975CommonNONE
060505104BACBANK AMERICA CORP$1.2M0.33%22,862CommonNONE
45337C102INCYINCYTE CORP$1.2M0.33%13,860CommonNONE
25809K105DASHDOORDASH INC$1.2M0.33%4,280CommonNONE
00287Y109ABBVABBVIE INC$1.2M0.33%5,005CommonNONE
437076102HDHOME DEPOT INC$1.1M0.31%2,695CommonNONE
922475108VEEVVEEVA SYS INC$1.1M0.31%3,644CommonNONE
46090E103QQQINVESCO QQQ TR$1.1M0.31%1,807CommonNONE
92343E102VRSNVERISIGN INC$1.1M0.30%3,852CommonNONE
30212P303EXPEEXPEDIA GROUP INC$1.1M0.30%5,038CommonNONE
595112103MUMICRON TECHNOLOGY INC$1.1M0.30%6,362CommonNONE
172967424CCITIGROUP INC$1.1M0.30%10,478CommonNONE
H1467J104CBCHUBB LIMITED$1.0M0.30%3,707CommonNONE
199908104FIXCOMFORT SYS USA INC$1.0M0.29%1,266CommonNONE
57636Q104MAMASTERCARD INCORPORATED$1.0M0.29%1,821CommonNONE
00724F101ADBEADOBE INC$1.0M0.29%2,896CommonNONE
032095101APHAMPHENOL CORP NEW$1.0M0.28%8,113CommonNONE
66987V109NVSNOVARTIS AG$951,5410.27%7,420CommonNONE
889478103TOLTOLL BROTHERS INC$939,6280.27%6,802CommonNONE
876030107TPRTAPESTRY INC$932,5800.26%8,237CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$913,1430.26%5,644CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$885,4800.25%164CommonNONE
88636J600CHATTIDAL TRUST II$884,9850.25%14,390CommonNONE
445658107JBHTHUNT J B TRANS SVCS INC$856,1410.24%6,381CommonNONE
404280406HSBCHSBC HLDGS PLC$847,1460.24%11,935CommonNONE
36828A101GEVGE VERNOVA INC$839,3390.24%1,365CommonNONE
G3223R108EGEVEREST GROUP LTD$837,7560.24%2,392CommonNONE
G54950103LINLINDE PLC$834,2850.24%1,756CommonNONE
69331C108PCGPG&E CORP$827,2130.23%54,855CommonNONE
247361702DALDELTA AIR LINES INC DEL$809,6520.23%14,267CommonNONE
31428X106FDXFEDEX CORP$800,3390.23%3,394CommonNONE
780087102RYROYAL BK CDA$786,9830.22%5,342CommonNONE
803054204SAPSAP SE$778,6500.22%2,914CommonNONE
14040H105COFCAPITAL ONE FINL CORP$777,6760.22%3,658CommonNONE
55087P104LYFTLYFT INC$770,5260.22%35,008CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$745,0210.21%6,776CommonNONE
053332102AZOAUTOZONE INC$742,2120.21%173CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$734,9240.21%6,533CommonNONE
452327109ILMNILLUMINA INC$724,9060.20%7,633CommonNONE
46266C105IQVIQVIA HLDGS INC$724,8110.20%3,816CommonNONE
17275R102CSCOCISCO SYS INC$717,8660.20%10,492CommonNONE
74460D109PSAPUBLIC STORAGE OPER CO$715,6630.20%2,478CommonNONE
461202103INTUINTUIT$709,6190.20%1,039CommonNONE
949746101WMT2WELLS FARGO CO NEW$708,1350.20%8,448CommonNONE
05964H105SANBANCO SANTANDER S.A.$707,3790.20%67,498CommonNONE
92537N108VRTVERTIV HOLDINGS CO$691,6930.20%4,585CommonNONE
015271109AREALEXANDRIA REAL ESTATE EQ IN$680,3040.19%8,163CommonNONE
958102105WDCWESTERN DIGITAL CORP$670,1750.19%5,582CommonNONE
002824100ABTABBOTT LABS$670,0860.19%5,003CommonNONE
81762P102NOWSERVICENOW INC$662,6020.19%720CommonNONE
099724106BWABORGWARNER INC$657,2020.19%14,950CommonNONE
60855R100MOHMOLINA HEALTHCARE INC$656,9390.19%3,433CommonNONE
042735100ARWARROW ELECTRS INC$655,0940.18%5,414CommonNONE
580135101MCDMCDONALDS CORP$648,1220.18%2,133CommonNONE
29084Q100EMEEMCOR GROUP INC$647,5950.18%997CommonNONE
718172109PMPHILIP MORRIS INTL INC$645,4640.18%3,979CommonNONE
16119P108CHTRCHARTER COMMUNICATIONS INC N$644,0210.18%2,341CommonNONE
G25508105CRHCRH PLC$643,3830.18%5,366CommonNONE
26142V105DKNGDRAFTKINGS INC NEW$643,3550.18%17,202CommonNONE
254687106DISDISNEY WALT CO$643,0320.18%5,616CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$642,0550.18%18,313CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$640,7910.18%9,520CommonNONE
174610105CFGCITIZENS FINL GROUP INC$638,7780.18%12,016CommonNONE
166764100CVXCHEVRON CORP NEW$638,5650.18%4,112CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$637,5040.18%2,585CommonNONE
539439109LYGLLOYDS BANKING GROUP PLC$635,8010.18%140,044CommonNONE
219350105GLWCORNING INC$634,9120.18%7,740CommonNONE
55354G100MSCIMSCI INC$624,1700.18%1,100CommonNONE
75513E101RTXRTX CORPORATION$620,9620.18%3,711CommonNONE
89832Q109TFCTRUIST FINL CORP$619,9170.17%13,559CommonNONE
G87110105FTITECHNIPFMC PLC$619,0490.17%15,692CommonNONE
65249B109NWSANEWS CORP NEW$618,3170.17%20,134CommonNONE
562750109MANHMANHATTAN ASSOCIATES INC$615,3500.17%3,002CommonNONE
009066101ABNBAIRBNB INC$614,8710.17%5,064CommonNONE
780259305SHELSHELL PLC$605,1910.17%8,461CommonNONE
025816109AXPAMERICAN EXPRESS CO$604,9160.17%1,821CommonNONE
770700102HOODROBINHOOD MKTS INC$600,3540.17%4,193CommonNONE
79466L302CRMSALESFORCE INC$594,1590.17%2,507CommonNONE
H42097107UBSUBS GROUP AG$589,5390.17%14,379CommonNONE
191216100KOCOCA COLA CO$589,0800.17%8,882CommonNONE
30161Q104EXELEXELIXIS INC$586,9970.17%14,213CommonNONE
281020107EIXEDISON INTL$585,3600.17%10,589CommonNONE
052769106ADSKAUTODESK INC$579,7480.16%1,825CommonNONE
15135B101CNCCENTENE CORP DEL$573,2710.16%16,067CommonNONE
231021106CMICUMMINS INC$569,3550.16%1,348CommonNONE
37733W204GSKGSK PLC$569,0650.16%13,185CommonNONE
90384S303ULTAULTA BEAUTY INC$565,3400.16%1,034CommonNONE
02209S103MOALTRIA GROUP INC$562,1330.16%8,509CommonNONE
747525103QCOMQUALCOMM INC$560,9400.16%3,372CommonNONE
639057207NWGNATWEST GROUP PLC$559,7170.16%39,556CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$557,4920.16%1,321CommonNONE
808513105SCHWSCHWAB CHARLES CORP$556,4500.16%5,829CommonNONE
G87052109TELTE CONNECTIVITY PLC$552,1180.16%2,515CommonNONE
86562M209SMFGSUMITOMO MITSUI FINL GROUP I$550,5120.16%32,886CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$549,8080.16%5,612CommonNONE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$549,2290.16%34,456CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$546,9140.15%3,060CommonNONE
718546104PSXPHILLIPS 66$545,1520.15%4,008CommonNONE
576323109MTZMASTEC INC$543,9420.15%2,556CommonNONE
H2906T109GRMNGARMIN LTD$543,6830.15%2,208CommonNONE
78409V104SPGIS&P GLOBAL INC$540,7580.15%1,111CommonNONE
23804L103DDOGDATADOG INC$540,6930.15%3,797CommonNONE
872540109TJXTJX COS INC NEW$538,8450.15%3,728CommonNONE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$536,8130.15%3,824CommonNONE
512816109LAMRLAMAR ADVERTISING CO NEW$535,7100.15%4,376CommonNONE
680223104ORIOLD REP INTL CORP$532,4460.15%12,537CommonNONE
58506Q109MEDPMEDPACE HLDGS INC$528,5560.15%1,028CommonNONE
046353108AZNNASTRAZENECA PLC$526,2080.15%6,859CommonNONE
512807306LRCXLAM RESEARCH CORP$524,8330.15%3,920CommonNONE
912008109USFDUS FOODS HLDG CORP$523,6980.15%6,835CommonNONE
872590104TMUST-MOBILE US INC$522,0880.15%2,181CommonNONE
008474108AEMAGNICO EAGLE MINES LTD$517,5660.15%3,071CommonNONE
110448107BTIBRITISH AMERN TOB PLC$516,7810.15%9,736CommonNONE
98980L101ZNGAZOOM COMMUNICATIONS INC$514,3880.15%6,235CommonNONE
835699307SONYSONY GROUP CORP$513,4700.14%17,835CommonNONE
891092108TTCTORO CO$512,3690.14%6,724CommonNONE
23331A109DHID R HORTON INC$511,9690.14%3,021CommonNONE
038222105AMATAPPLIED MATLS INC$511,8910.14%2,500CommonNONE
60687Y109MFGMIZUHO FINANCIAL GROUP INC$511,3440.14%76,320CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$511,2130.14%13,034CommonNONE
G5960L103MDTMEDTRONIC PLC$510,4860.14%5,360CommonNONE
981064108WFWOORI FINL GROUP INC$505,1820.14%8,997CommonNONE
09290D101BLKBLACKROCK INC$503,7470.14%432CommonNONE
743315103PGRPROGRESSIVE CORP$503,5450.14%2,039CommonNONE
00090Q103ADTADT INC DEL$503,2120.14%57,774CommonNONE
695156109PKGPACKAGING CORP AMER$501,0350.14%2,299CommonNONE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$499,7760.14%1,096CommonNONE
D18190898DBDEUTSCHE BANK A G$499,6710.14%14,111CommonNONE
651639106NEMNEWMONT CORP$497,5980.14%5,902CommonNONE
904767704UNILEVER PLC$496,3430.14%8,373CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$495,2770.14%1,755CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$494,7890.14%11,258CommonNONE
06738E204BCSBARCLAYS PLC$488,7630.14%23,646CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$488,6810.14%1,750CommonNONE
87165B103SYFSYNCHRONY FINANCIAL$488,2660.14%6,872CommonNONE
88033G407THCTENET HEALTHCARE CORP$485,8750.14%2,393CommonNONE
366651107ITGARTNER INC$485,2580.14%1,846CommonNONE
369550108GDGENERAL DYNAMICS CORP$482,5770.14%1,415CommonNONE
883203101TXTTEXTRON INC$481,0040.14%5,693CommonNONE
58155Q103MCKMCKESSON CORP$478,9960.14%620CommonNONE
375558103GILDGILEAD SCIENCES INC$478,3850.14%4,310CommonNONE
733174700BPOPPOPULAR INC$476,5420.13%3,752CommonNONE
149123101CATCATERPILLAR INC$476,3840.13%998CommonNONE
00206R102TAT&T INC$471,1840.13%16,685CommonNONE
G29183103ETNEATON CORP PLC$469,4140.13%1,254CommonNONE
65339F101NEENEXTERA ENERGY INC$467,2510.13%6,190CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$466,6710.13%4,780CommonNONE
18915M107NETCLOUDFLARE INC$465,6600.13%2,170CommonNONE
60937P106MDBMONGODB INC$464,3280.13%1,496CommonNONE
697435105PANWPALO ALTO NETWORKS INC$464,2540.13%2,280CommonNONE
45104G104IBNICICI BANK LIMITED$462,3210.13%15,293CommonNONE
874060205TAKTAKEDA PHARMACEUTICAL CO LTD$461,8770.13%31,549CommonNONE
10316T104BOXBOX INC$460,8160.13%14,280CommonNONE
20825C104COPCONOCOPHILLIPS$459,8570.13%4,862CommonNONE
637417106NNNNNN REIT INC$454,1370.13%10,668CommonNONE
863667101SYKSTRYKER CORPORATION$453,2480.13%1,226CommonNONE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$449,6750.13%4,499CommonNONE
16679L109CHWYCHEWY INC$447,8620.13%11,072CommonNONE
40415F101HDBHDFC BANK LTD$447,3250.13%13,095CommonNONE
624756102MLIMUELLER INDS INC$444,2770.13%4,394CommonNONE
892331307TMTOYOTA MOTOR CORP$444,0930.13%2,324CommonNONE
670346105NUENUCOR CORP$441,7890.12%3,262CommonNONE
032654105ADIANALOG DEVICES INC$441,2360.12%1,796CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$440,3430.12%1,865CommonNONE
456837103INGING GROEP N.V.$439,5000.12%16,852CommonNONE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTA$439,0930.12%22,810CommonNONE
78464A599XSWSPDR SERIES TRUST$437,4450.12%2,212CommonNONE
69047Q102OVVOVINTIV INC$437,0730.12%10,824CommonNONE
G8473T100STESTERIS PLC$434,5110.12%1,756CommonNONE
260003108DOVDOVER CORP$431,9450.12%2,589CommonNONE
29977A105EVREVERCORE INC$431,7700.12%1,280CommonNONE
57667L107MTCHMATCH GROUP INC NEW$431,0450.12%12,204CommonNONE
56585A102MPCMARATHON PETE CORP$426,5570.12%2,213CommonNONE
969457100WMBWILLIAMS COS INC$426,5400.12%6,733CommonNONE
443573100HUBSHUBSPOT INC$425,2300.12%909CommonNONE
278865100ECLECOLAB INC$422,2920.12%1,542CommonNONE
26614N102DDDUPONT DE NEMOURS INC$420,9290.12%5,403CommonNONE
655844108NSCNORFOLK SOUTHN CORP$420,2740.12%1,399CommonNONE
617446448MSMORGAN STANLEY$419,4090.12%2,638CommonNONE
533900106LECOLINCOLN ELEC HLDGS INC$417,6550.12%1,771CommonNONE
09260D107BXBLACKSTONE INC$416,9970.12%2,441CommonNONE
902973304USBUS BANCORP DEL$416,8460.12%8,625CommonNONE
74275K108PCORPROCORE TECHNOLOGIES INC$416,0820.12%5,706CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$415,8820.12%1,603CommonNONE
751212101RLRALPH LAUREN CORP$414,2130.12%1,321CommonNONE
95040Q104WELLWELLTOWER INC$411,0580.12%2,308CommonNONE
548661107LOWLOWES COS INC$408,2060.12%1,624CommonNONE
406216101HALHALLIBURTON CO$407,0940.11%16,549CommonNONE
539830109LMTLOCKHEED MARTIN CORP$406,9610.11%815CommonNONE
46982L108JJACOBS SOLUTIONS INC$406,5740.11%2,713CommonNONE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$406,3080.11%7,502CommonNONE
76171L106REYNREYNOLDS CONSUMER PRODS INC$402,2870.11%16,440CommonNONE
902494103TSNTYSON FOODS INC$401,5490.11%7,395CommonNONE
228368106CCKCROWN HLDGS INC$397,6610.11%4,117CommonNONE
40412C101HCAHCA HEALTHCARE INC$392,1270.11%920CommonNONE
064149107BNSBANK NOVA SCOTIA HALIFAX$387,0600.11%5,987CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$385,6830.11%1,098CommonNONE
29250N105ENBENBRIDGE INC$384,1520.11%7,613CommonNONE
086516101BBYBEST BUY INC$384,0740.11%5,079CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$383,4800.11%3,557CommonNONE
688239201OSKOSHKOSH CORP$382,0960.11%2,946CommonNONE
636180101NFGNATIONAL FUEL GAS CO$381,9500.11%4,135CommonNONE
031100100AMEAMETEK INC$379,5820.11%2,019CommonNONE
72352L106PINSPINTEREST INC$379,4450.11%11,795CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$377,9830.11%8,381CommonNONE
64110D104NTAPNETAPP INC$377,5470.11%3,187CommonNONE
832696405SJMSMUCKER J M CO$375,9730.11%3,462CommonNONE
04247X102AWIARMSTRONG WORLD INDS INC NEW$373,3990.11%1,905CommonNONE
064058100BKBANK NEW YORK MELLON CORP$373,2970.11%3,426CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$371,1540.10%2,618CommonNONE
31488V107FERGFERGUSON ENTERPRISES INC$367,6370.10%1,637CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$365,8340.10%818CommonNONE
87161C501SYU1SYNOVUS FINL CORP$365,6460.10%7,450CommonNONE
45168D104IDXXIDEXX LABS INC$364,1670.10%570CommonNONE
44107P104HSTHOST HOTELS & RESORTS INC$361,2670.10%21,226CommonNONE
46432F834IXUSISHARES TR$360,2140.10%4,362CommonNONE
681936100OHIOMEGA HEALTHCARE INVS INC$359,7570.10%8,521CommonNONE
668074305NWENORTHWESTERN ENERGY GROUP IN$359,5720.10%6,135CommonNONE
002896207ANFABERCROMBIE & FITCH CO$359,4810.10%4,202CommonNONE
30225T102EXREXTRA SPACE STORAGE INC$358,3080.10%2,542CommonNONE
456788108INFYINFOSYS LTD$354,8790.10%21,812CommonNONE
G3643J108FLUTFLUTTER ENTMT PLC$354,0760.10%1,394CommonNONE
98978V103ZTSZOETIS INC$353,5230.10%2,416CommonNONE
G7S00T104PNRPENTAIR PLC$352,8840.10%3,186CommonNONE
036752103ELVELEVANCE HEALTH INC FORMERLY$352,2010.10%1,090CommonNONE
045487105ASBASSOCIATED BANC CORP$352,0730.10%13,694CommonNONE
907818108UNPUNION PAC CORP$349,6860.10%1,479CommonNONE
097023105BABOEING CO$345,5440.10%1,601CommonNONE
031162100AMGNAMGEN INC$343,6180.10%1,218CommonNONE
34354P105FLSFLOWSERVE CORP$342,8060.10%6,451CommonNONE
452308109ITWILLINOIS TOOL WKS INC$342,4170.10%1,313CommonNONE
217204106CPRTCOPART INC$340,6930.10%7,576CommonNONE
552848103MTGMGIC INVT CORP WIS$339,7590.10%11,976CommonNONE
49456B101KMIKINDER MORGAN INC DEL$339,6600.10%11,998CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$338,6330.10%1,680CommonNONE
G4474Y214JHGJANUS HENDERSON GROUP PLC$337,3410.10%7,579CommonNONE
947890109WBSWEBSTER FINL CORP$337,2030.10%5,673CommonNONE
231561101CWCURTISS WRIGHT CORP$336,6260.10%620CommonNONE
00971T101AKAMAKAMAI TECHNOLOGIES INC$333,5710.09%4,403CommonNONE
92338C103VLTOVERALTO CORP$333,0500.09%3,124CommonNONE
565394103CARTMAPLEBEAR INC$332,1630.09%9,036CommonNONE
256135203RDYDR REDDYS LABS LTD$331,4910.09%23,712CommonNONE
31620R303FNFFIDELITY NATIONAL FINANCIAL$331,4850.09%5,480CommonNONE
30040W108ESEVERSOURCE ENERGY$330,3030.09%4,643CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$330,2060.09%1,066CommonNONE
701094104PHPARKER-HANNIFIN CORP$329,0880.09%434CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$328,5550.09%670CommonNONE
24906P109XRAYDENTSPLY SIRONA INC$327,0720.09%25,774CommonNONE
17133Q502CHTCHUNGHWA TELECOM CO LTD$326,4520.09%7,484CommonNONE
27579R104EWBCEAST WEST BANCORP INC$326,0560.09%3,063CommonNONE
879369106TFXTELEFLEX INCORPORATED$325,8450.09%2,663CommonNONE
418056107HASHASBRO INC$324,3350.09%4,276CommonNONE
929160109VMCVULCAN MATLS CO$322,0910.09%1,047CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$322,0730.09%511CommonNONE
09062X103BIIBBIOGEN INC$321,9040.09%2,298CommonNONE
67059N108NTNXNUTANIX INC$321,8110.09%4,326CommonNONE
91913Y100VLOVALERO ENERGY CORP$320,6370.09%1,883CommonNONE
608190104MHKMOHAWK INDS INC$320,6240.09%2,487CommonNONE
N3167Y103RACEFERRARI N V$319,2750.09%658CommonNONE
075887109BDXBECTON DICKINSON & CO$318,9380.09%1,704CommonNONE
235851102DHRDANAHER CORPORATION$318,6120.09%1,607CommonNONE
824596100SHGSHINHAN FINANCIAL GROUP CO L$317,5460.09%6,304CommonNONE
001055102AFLAFLAC INC$313,9980.09%2,811CommonNONE
337738108FISVFISERV INC$313,5580.09%2,432CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$313,4000.09%1,860CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$312,9150.09%5,222CommonNONE
670100205NVONOVO-NORDISK A S$312,4730.09%5,631CommonNONE
G3265R107APTVAPTIV PLC$311,5990.09%3,614CommonNONE
700517105PKPARK HOTELS & RESORTS INC$311,5920.09%28,122CommonNONE
11271J107BNBROOKFIELD CORP$308,8160.09%4,503CommonNONE
97651M109WITWIPRO LTD$308,1620.09%117,172CommonNONE
12572Q105CMECME GROUP INC$307,4760.09%1,138CommonNONE
743606105PBPROSPERITY BANCSHARES INC$307,3330.09%4,632CommonNONE
89151E109TTENTOTALENERGIES SE$305,7320.09%5,122CommonNONE
705573103PEGAPEGASYSTEMS INC$305,2100.09%5,308CommonNONE
882681109TXRHTEXAS ROADHOUSE INC$305,0510.09%1,836CommonNONE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$304,7110.09%1,742CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$302,8780.09%497CommonNONE
48241A105KBKB FINL GROUP INC$302,4560.09%3,648CommonNONE
842587107SOSOUTHERN CO$301,8330.09%3,185CommonNONE
00215W100ASXASE TECHNOLOGY HLDG CO LTD$298,9090.08%26,953CommonNONE
81141R100SESEA LTD$298,8370.08%1,672CommonNONE
438516106HONHONEYWELL INTL INC$298,1520.08%1,416CommonNONE
136069101CMCANADIAN IMPERIAL BANK OF CO$296,8710.08%3,716CommonNONE
37959E102GLGLOBE LIFE INC$296,5200.08%2,074CommonNONE
192422103CGNXCOGNEX CORP$295,8090.08%6,530CommonNONE
552953101MGMMGM RESORTS INTERNATIONAL$294,0900.08%8,485CommonNONE
690742101OCOWENS CORNING NEW$292,1150.08%2,065CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$291,7640.08%418CommonNONE
256677105DGDOLLAR GEN CORP NEW$290,2070.08%2,808CommonNONE
58733R102MELIMERCADOLIBRE INC$289,7810.08%124CommonNONE
92204A702VGTVANGUARD WORLD FD$289,7220.08%388CommonNONE
98138H101WDAYWORKDAY INC$289,1170.08%1,201CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$288,1030.08%2,328CommonNONE
891160509TDTORONTO DOMINION BK ONT$288,0600.08%3,603CommonNONE
98980G102ZSZSCALER INC$287,9730.08%961CommonNONE
871607107SNPSSYNOPSYS INC$287,6460.08%583CommonNONE
686330101IXORIX CORP$287,3460.08%11,001CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$286,6200.08%871CommonNONE
88224Q107TCBITEXAS CAP BANCSHARES INC$286,3030.08%3,387CommonNONE
61945C103MOSMOSAIC CO NEW$286,2490.08%8,254CommonNONE
G0692U109AXSAXIS CAP HLDGS LTD$282,8020.08%2,952CommonNONE
816300107SIGISELECTIVE INS GROUP INC$282,4480.08%3,484CommonNONE
42226A107HQYHEALTHEQUITY INC$282,3200.08%2,979CommonNONE
G3198U102ESNTESSENT GROUP LTD$282,2060.08%4,440CommonNONE
962879102WPMWHEATON PRECIOUS METALS CORP$280,4950.08%2,508CommonNONE
143658300CCL1EURCARNIVAL CORP$279,2710.08%9,660CommonNONE
438128308HMCHONDA MOTOR LTD$277,9390.08%9,024CommonNONE
25746U109DDOMINION ENERGY INC$276,1830.08%4,515CommonNONE
80105N105SNYSANOFI SA$275,8840.08%5,845CommonNONE
464287200IVVISHARES TR$274,4130.08%410CommonNONE
855244109SBUXSTARBUCKS CORP$274,0380.08%3,239CommonNONE
92840M102VSTVISTRA CORP$271,4080.08%1,385CommonNONE
205887102CAGCONAGRA BRANDS INC$271,0980.08%14,806CommonNONE
882508104TXNTEXAS INSTRS INC$267,7730.08%1,457CommonNONE
20602D101CNXCCONCENTRIX CORP$267,0240.08%5,786CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$266,3150.08%680CommonNONE
20030N101CMCSACOMCAST CORP NEW$265,7500.08%8,458CommonNONE
48251W104KKRKKR & CO INC$265,4880.07%2,043CommonNONE
06417N103OZKBANK OZK LITTLE ROCK ARK$265,3510.07%5,205CommonNONE
884903808TRI4EURTHOMSON REUTERS CORP$265,3040.07%1,708CommonNONE
577933104MMSMAXIMUS INC$264,9730.07%2,900CommonNONE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$264,9370.07%10,787CommonNONE
19260Q107COINCOINBASE GLOBAL INC$264,9300.07%785CommonNONE
380237107GDDYGODADDY INC$264,0820.07%1,930CommonNONE
70202L102PSNPARSONS CORP DEL$263,2710.07%3,175CommonNONE
776696106ROPROPER TECHNOLOGIES INC$262,8100.07%527CommonNONE
N14506104ESTCELASTIC N V$261,8350.07%3,099CommonNONE
74624M102PPURE STORAGE INC$260,8170.07%3,112CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$260,4360.07%2,972CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$258,3760.07%880CommonNONE
955306105WSTWEST PHARMACEUTICAL SVSC INC$256,8210.07%979CommonNONE
G0176J109ALLEALLEGION PLC$256,8080.07%1,448CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$256,3630.07%1,333CommonNONE
615369105MCOMOODYS CORP$255,8840.07%537CommonNONE
313745101FRTFEDERAL RLTY INVT TR NEW$254,7950.07%2,515CommonNONE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$253,6220.07%605CommonNONE
576485205MTDRMATADOR RES CO$252,7310.07%5,625CommonNONE
77543R102ROKUROKU INC$252,3280.07%2,520CommonNONE
88579Y101MMM3M CO$251,5470.07%1,621CommonNONE
G491BT108IVZINVESCO LTD$250,8950.07%10,937CommonNONE
088606108BHPBHP GROUP LTD$250,1060.07%4,486CommonNONE
756109104OREALTY INCOME CORP$249,3000.07%4,101CommonNONE
896239100TRMBTRIMBLE INC$248,8690.07%3,048CommonNONE
942749102WTSWATTS WATER TECHNOLOGIES INC$248,5610.07%890CommonNONE
171779309CIENCIENA CORP$248,0760.07%1,703CommonNONE
444859102HUMHUMANA INC$244,5600.07%940CommonNONE
22002T108CDPCOPT DEFENSE PROPERTIES$244,1910.07%8,403CommonNONE
717081103PFEPFIZER INC$243,8950.07%9,572CommonNONE
05329W102ANAUTONATION INC$242,3970.07%1,108CommonNONE
171484108CHDNCHURCHILL DOWNS INC$241,7490.07%2,492CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$241,5540.07%3,106CommonNONE
496902404KGCKINROSS GOLD CORP$241,3440.07%9,712CommonNONE
410120109HWCHANCOCK WHITNEY CORPORATION$240,7390.07%3,845CommonNONE
29786A106ETSYETSY INC$240,5310.07%3,623CommonNONE
59156R108METMETLIFE INC$239,2660.07%2,905CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$239,1240.07%493CommonNONE
29444U700EQIXEQUINIX INC$238,9220.07%305CommonNONE
488401100KMPRKEMPER CORP$238,5730.07%4,628CommonNONE
044186104ASHASHLAND INC$237,4420.07%4,956CommonNONE
880770102TERTERADYNE INC$237,4290.07%1,725CommonNONE
126650100CVSCVS HEALTH CORP$237,3140.07%3,148CommonNONE
464287150ITOTISHARES TR$237,2640.07%1,629CommonNONE
26875P101EOGEOG RES INC$236,4650.07%2,109CommonNONE
736508847PORPORTLAND GEN ELEC CO$233,7280.07%5,312CommonNONE
244199105DEDEERE & CO$233,6940.07%511CommonNONE
172755100CRUSCIRRUS LOGIC INC$232,9140.07%1,859CommonNONE
204166102CVLTCOMMVAULT SYS INC$230,6890.07%1,222CommonNONE
443201108HWMHOWMET AEROSPACE INC$229,6170.06%1,170CommonNONE
125523100CITHE CIGNA GROUP$227,4780.06%789CommonNONE
770323103RHIROBERT HALF INC.$227,3600.06%6,691CommonNONE
26884U109EPREPR PPTYS$226,2470.06%3,900CommonNONE
632307104NTRANATERA INC$226,0020.06%1,404CommonNONE
45867G101IDCCINTERDIGITAL INC$224,7450.06%651CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$224,5390.06%491CommonNONE
74758T303QLYSQUALYS INC$222,8440.06%1,684CommonNONE
224408104CRCRANE COMPANY$222,8090.06%1,210CommonNONE
759530108RELXRELX PLC$221,9880.06%4,648CommonNONE
911363109URIUNITED RENTALS INC$221,4810.06%232CommonNONE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$220,4430.06%2,238CommonNONE
05464C101AXONAXON ENTERPRISE INC$218,8800.06%305CommonNONE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$218,7100.06%736CommonNONE
94106L109WMWASTE MGMT INC DEL$218,6630.06%990CommonNONE
74340W103PLDPROLOGIS INC.$217,0150.06%1,895CommonNONE
56501R106MFCMANULIFE FINL CORP$214,9660.06%6,901CommonNONE
285512109EAELECTRONIC ARTS INC$214,4070.06%1,063CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$212,2680.06%656CommonNONE
84265V105SCCOSOUTHERN COPPER CORP$211,7730.06%1,745CommonNONE
760759100RSGREPUBLIC SVCS INC$211,1390.06%920CommonNONE
127055101CBTCABOT CORP$211,1150.06%2,776CommonNONE
364760108GAPGAP INC$210,7560.06%9,853CommonNONE
46641Q647JMUBJ P MORGAN EXCHANGE TRADED F$210,1070.06%4,163CommonNONE
G7496G103RNRRENAISSANCERE HLDGS LTD$210,0000.06%827CommonNONE
22052L104CTVACORTEVA INC$209,6850.06%3,100CommonNONE
020002101ALLALLSTATE CORP$207,9960.06%969CommonNONE
403949100DINOHF SINCLAIR CORP$207,9470.06%3,973CommonNONE
910873405UMCUNITED MICROELECTRONICS CORP$207,1690.06%27,331CommonNONE
913903100UHSUNIVERSAL HLTH SVCS INC$206,2800.06%1,009CommonNONE
M98068105WIXWIX COM LTD$203,3860.06%1,145CommonNONE
291011104EMREMERSON ELEC CO$203,3610.06%1,550CommonNONE
191098102COKECOCA COLA CONS INC$201,7500.06%1,722CommonNONE
90138F102TWLOTWILIO INC$201,5810.06%2,014CommonNONE
256746108DLTRDOLLAR TREE INC$201,1020.06%2,131CommonNONE
928881101VNTVONTIER CORPORATION$200,4490.06%4,776CommonNONE
0076CA104AEGAEGON LTD$192,6950.05%24,117CommonNONE
500631106KEPKOREA ELEC PWR CORP$190,3470.05%14,586CommonNONE
805111101SVRASAVARA INC$173,1450.05%48,500CommonNONE
447011107HUNHUNTSMAN CORP$158,2550.04%17,623CommonNONE
65535H208NMRNOMURA HLDGS INC$142,4120.04%19,589CommonNONE
91912E105VALEVALE S A$138,6390.04%12,766CommonNONE
58463J304MPTMEDICAL PPTYS TRUST INC$130,5730.04%25,754CommonNONE
654902204NOKNOKIA CORP$128,7490.04%26,767CommonNONE
919794107VLYVALLEY NATL BANCORP$106,9430.03%10,089CommonNONE
34965K107FTREFORTREA HLDGS INC$103,9200.03%12,342CommonNONE
92556V106VTRSVIATRIS INC$100,5440.03%10,156CommonNONE
29664W105ESPRESPERION THERAPEUTICS INC NE$100,5120.03%37,929CommonNONE
65345M108NXDRNEXTDOOR HOLDINGS INC$97,9680.03%46,875CommonNONE
405552100HLNHALEON PLC$97,4140.03%10,860CommonNONE
90400P101UGPULTRAPAR PARTICIPACOES SA$89,0850.03%21,728CommonNONE
38341P102GOSSGOSSAMER BIO INC$81,9030.02%31,142CommonNONE
900111204TKCTURKCELL ILETISIM HIZMETLERI$81,6610.02%13,565CommonNONE
803866300SSLSASOL LTD$72,7680.02%11,699CommonNONE
G4124C109GRABGRAB HOLDINGS LIMITED$69,9640.02%11,622CommonNONE
059460303BBDBANCO BRADESCO S A$67,8810.02%20,083CommonNONE
373737105GGBGERDAU SA$53,9960.02%17,418CommonNONE

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.