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WEALTH ALLIANCE, LLC

Q1 2024 · 13F-HR

WEALTH ALLIANCE, LLCholdings as filed

Filed 2024-05-10 · accession 0001951757-24-000462

$762.3M
Reported value
516
Positions
2024-03-31
Period end
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Holdings as filed

First 500 of 516

CUSIPTickerIssuerValue% port.SharesClassVoting
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532457108LLYELI LILLY & CO$5.7M0.75%7,309CommonNONE
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65339F101NEENEXTERA ENERGY INC$2.2M0.28%33,968CommonNONE
58933Y105MRKMERCK & CO INC$2.2M0.28%16,382CommonNONE
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G54950103LINLINDE PLC$2.0M0.26%4,225CommonNONE
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464287341IXCISHARES TR$1.9M0.25%44,746CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$1.9M0.25%11,826CommonNONE
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539830109LMTLOCKHEED MARTIN CORP$1.8M0.24%3,990CommonNONE
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931142103WMTWALMART INC$1.8M0.24%29,843CommonNONE
512807108LRCXEURLAM RESEARCH CORP$1.8M0.23%1,836CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$1.8M0.23%8,655CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.8M0.23%12,896CommonNONE
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080694102OZBELPOINTE PREP LLC$1.7M0.23%28,474CommonNONE
89151E109TTENTOTALENERGIES SE$1.7M0.23%25,145CommonNONE
464288679SHVISHARES TR$1.7M0.23%15,588CommonNONE
45782C318PMAYINNOVATOR ETFS TRUST$1.7M0.23%53,060CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$1.7M0.22%4,898CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.7M0.22%2,877CommonNONE
68389X105ORCLORACLE CORP$1.7M0.22%13,136CommonNONE
855244109SBUXSTARBUCKS CORP$1.6M0.22%17,996CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$1.6M0.21%10,934CommonNONE
88339J105TTDTHE TRADE DESK INC$1.6M0.21%18,429CommonNONE
46435U713IFRAISHARES TR$1.6M0.21%36,781CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$1.6M0.21%4,468CommonNONE
636274409NGGNATIONAL GRID PLC$1.6M0.21%23,191CommonNONE
002824100ABTABBOTT LABS$1.6M0.21%13,758CommonNONE
580135101MCDMCDONALDS CORP$1.6M0.20%5,515CommonNONE
20030N101CMCSACOMCAST CORP NEW$1.5M0.20%35,335CommonNONE
697435105PANWPALO ALTO NETWORKS INC$1.5M0.20%5,287CommonNONE
609207105MDLZMONDELEZ INTL INC$1.5M0.20%21,279CommonNONE
74340W103PLDPROLOGIS INC.$1.5M0.19%11,347CommonNONE
78409V104SPGIS&P GLOBAL INC$1.5M0.19%3,443CommonNONE
75513E101RTXRTX CORPORATION$1.5M0.19%14,928CommonNONE
670100205NVONOVO-NORDISK A S$1.5M0.19%11,318CommonNONE
717081103PFEPFIZER INC$1.4M0.19%52,238CommonNONE
882508104TXNTEXAS INSTRS INC$1.4M0.19%8,181CommonNONE
89832Q109TFCTRUIST FINL CORP$1.4M0.19%36,508CommonNONE
00724F101ADBEADOBE INC$1.4M0.19%2,820CommonNONE
808513105SCHWSCHWAB CHARLES CORP$1.4M0.19%19,539CommonNONE
464287465EFAISHARES TR$1.4M0.19%17,678CommonNONE
N53745100LYBLYONDELLBASELL INDUSTRIES N$1.4M0.18%13,600CommonNONE
872540109TJXTJX COS INC NEW$1.4M0.18%13,465CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$1.4M0.18%27,565CommonNONE
46434V647REETISHARES TR$1.3M0.17%55,884CommonNONE
842587107SOSOUTHERN CO$1.3M0.17%18,412CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$1.3M0.17%17,032CommonNONE
29250N105ENBENBRIDGE INC$1.3M0.17%35,705CommonNONE
907818108UNPUNION PAC CORP$1.3M0.17%5,225CommonNONE
922908744VTVVANGUARD INDEX FDS$1.3M0.17%7,759CommonNONE
803054204SAPSAP SE$1.2M0.16%6,357CommonNONE
461202103INTUINTUIT$1.2M0.16%1,897CommonNONE
126650100CVSCVS HEALTH CORP$1.2M0.16%15,221CommonNONE
025816109AXPAMERICAN EXPRESS CO$1.2M0.16%5,270CommonNONE
922908595VBKVANGUARD INDEX FDS$1.2M0.15%4,522CommonNONE
80105N105SNYSANOFI$1.2M0.15%24,215CommonNONE
45782C417PFEBINNOVATOR ETFS TRUST$1.2M0.15%34,354CommonNONE
701094104PHPARKER-HANNIFIN CORP$1.2M0.15%2,088CommonNONE
87612E106TGTTARGET CORP$1.2M0.15%6,516CommonNONE
464288570DSIISHARES TR$1.2M0.15%11,448CommonNONE
13646K108CPCANADIAN PACIFIC KANSAS CITY$1.2M0.15%13,077CommonNONE
92204A405VFHVANGUARD WORLD FD$1.1M0.15%11,215CommonNONE
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756109104OREALTY INCOME CORP$1.1M0.15%21,021CommonNONE
25746U109DDOMINION ENERGY INC$1.1M0.15%22,889CommonNONE
384802104GWWGRAINGER W W INC$1.1M0.15%1,099CommonNONE
17275R102CSCOCISCO SYS INC$1.1M0.15%22,356CommonNONE
046353108AZNNASTRAZENECA PLC$1.1M0.15%16,465CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$1.1M0.14%4,732CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.1M0.14%5,700CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$1.1M0.14%2,722CommonNONE
45782C540PDECINNOVATOR ETFS TRUST$1.1M0.14%29,499CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$1.1M0.14%1,460CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$1.1M0.14%5,377CommonNONE
46436E767USXFISHARES TR$1.0M0.14%23,044CommonNONE
375558103GILDGILEAD SCIENCES INC$1.0M0.14%14,189CommonNONE
05534B760BCEBCE INC$1.0M0.14%30,537CommonNONE
205887102CAGCONAGRA BRANDS INC$1.0M0.14%34,730CommonNONE
494368103KMBKIMBERLY-CLARK CORP$1.0M0.13%7,933CommonNONE
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46137V563PEYINVESCO EXCHANGE TRADED FD T$1.0M0.13%48,770CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$1.0M0.13%2,102CommonNONE
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231021106CMICUMMINS INC$457,9520.06%1,554CommonNONE
46429B663HDVISHARES TR$456,4990.06%4,142CommonNONE
45782C367IAPRINNOVATOR ETFS TRUST$456,2880.06%16,800CommonNONE
465562106ITUBITAU UNIBANCO HLDG S A$454,3910.06%65,569CommonNONE
90384S303ULTAULTA BEAUTY INC$446,0170.06%853CommonNONE
055645303BRTBRT APARTMENTS CORP$444,6200.06%26,465CommonNONE
78463V107GLDSPDR GOLD TR$444,5610.06%2,161CommonNONE
885160101THOTHOR INDS INC$441,6510.06%3,764CommonNONE
038222105AMATAPPLIED MATLS INC$441,3370.06%2,140CommonNONE
G5960L103MDTMEDTRONIC PLC$438,5350.06%5,032CommonNONE
344419106FMXFOMENTO ECONOMICO MEXICANO S$438,1340.06%3,363CommonNONE
74935Q107RBARB GLOBAL INC$437,5970.06%5,745CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$436,8750.06%6,522CommonNONE
571903202MARMARRIOTT INTL INC NEW$436,5830.06%1,730CommonNONE
426281101JKHYHENRY JACK & ASSOC INC$434,1600.06%2,499CommonNONE
436440101HO1HOLOGIC INC$432,7950.06%5,552CommonNONE
405552100HLNHALEON PLC$432,4590.06%50,937CommonNONE
464288760ITAISHARES TR$431,8890.06%3,274CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$429,5490.06%4,550CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$427,6550.06%1,024CommonNONE
82509L107SHOPSHOPIFY INC$426,3010.06%5,524CommonNONE
216648501COOCOOPER COS INC$421,1610.06%4,151CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$416,7620.05%3,445CommonNONE
46435U549EAGGISHARES TR$416,0100.05%8,840CommonNONE
464288653TLHISHARES TR$415,8980.05%3,960CommonNONE
45782C292UMAYINNOVATOR ETFS TRUST$414,7010.05%13,703CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$413,7350.05%367CommonNONE
833445109SNOWSNOWFLAKE INC$411,4340.05%2,546CommonNONE
441593100HLIHOULIHAN LOKEY INC$409,8980.05%3,198CommonNONE
29476L107EQREQUITY RESIDENTIAL$407,9750.05%6,465CommonNONE
883203101TXTTEXTRON INC$406,3420.05%4,236CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$405,8290.05%8,089CommonNONE
651639106NEMNEWMONT CORP$404,4590.05%11,285CommonNONE
695156109PKGPACKAGING CORP AMER$402,5580.05%2,121CommonNONE
464287663IUSVISHARES TR$401,1820.05%4,436CommonNONE
759530108RELXRELX PLC$400,7000.05%9,256CommonNONE
674599105OXYOCCIDENTAL PETE CORP$398,4350.05%6,131CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$391,9210.05%1,913CommonNONE
858119100STLDSTEEL DYNAMICS INC$390,6940.05%2,636CommonNONE
45782C599KOCTINNOVATOR ETFS TRUST$387,3880.05%13,609CommonNONE
46434G889EMGFISHARES INC$385,7610.05%8,661CommonNONE
33829M101FIVEFIVE BELOW INC$385,6140.05%2,126CommonNONE
92204A702VGTVANGUARD WORLD FD$384,9190.05%734CommonNONE
78464A870XBISPDR SER TR$383,4560.05%4,041CommonNONE
172967424CCITIGROUP INC$382,1500.05%6,043CommonNONE
58506Q109MEDPMEDPACE HLDGS INC$381,1130.05%943CommonNONE
871607107SNPSSYNOPSYS INC$380,6190.05%666CommonNONE
526107107LIILENNOX INTL INC$379,7670.05%777CommonNONE
049468101TEAMATLASSIAN CORPORATION$377,9280.05%1,937CommonNONE
22160N109CSGPCOSTAR GROUP INC$377,0300.05%3,903CommonNONE
775711104ROLROLLINS INC$375,6180.05%8,118CommonNONE
02209S103MOALTRIA GROUP INC$375,3690.05%8,605CommonNONE
50212V100LPLALPL FINL HLDGS INC$374,3560.05%1,417CommonNONE
921937835BNDVANGUARD BD INDEX FDS$373,8170.05%5,147CommonNONE
03662Q105AKXANSYS INC$372,1560.05%1,072CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$370,0060.05%665CommonNONE
464288802SUSAISHARES TR$368,6670.05%3,377CommonNONE
21044C107ROADCONSTRUCTION PARTNERS INC$368,0630.05%6,555CommonNONE
16359R103CHECHEMED CORP NEW$366,9890.05%572CommonNONE
052769106ADSKAUTODESK INC$364,8480.05%1,401CommonNONE
08265T208BSYBENTLEY SYS INC$364,6010.05%6,982CommonNONE
92204A801VAWVANGUARD WORLD FD$364,4550.05%1,783CommonNONE
09290C608LCTDBLACKROCK ETF TRUST$363,4090.05%7,957CommonNONE
749685103RPMRPM INTL INC$363,1340.05%3,053CommonNONE
955306105WSTWEST PHARMACEUTICAL SVSC INC$362,5490.05%916CommonNONE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$361,1300.05%3,233CommonNONE
26875P101EOGEOG RES INC$355,9320.05%2,784CommonNONE
194162103CLCOLGATE PALMOLIVE CO$355,8110.05%3,951CommonNONE
810186106SMGSCOTTS MIRACLE-GRO CO$355,2760.05%4,763CommonNONE
655663102NDSNNORDSON CORP$354,6690.05%1,292CommonNONE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$354,4170.05%23,302CommonNONE
58733R102MELIMERCADOLIBRE INC$353,7990.05%234CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$351,4290.05%3,369CommonNONE
464287234EEMISHARES TR$351,0700.05%8,546CommonNONE
339750101FNDFLOOR & DECOR HLDGS INC$350,8810.05%2,707CommonNONE
617446448MSMORGAN STANLEY$347,2030.05%3,687CommonNONE
92204A108VCRVANGUARD WORLD FD$346,3600.05%1,090CommonNONE
L44385109GLOBGLOBANT S A$344,6430.05%1,707CommonNONE
464287481IWPISHARES TR$339,3150.04%2,973CommonNONE
66987V109NVSNOVARTIS AG$337,7470.04%3,492CommonNONE
94106L109WMWASTE MGMT INC DEL$336,0180.04%1,576CommonNONE
655844108NSCNORFOLK SOUTHN CORP$333,3740.04%1,308CommonNONE
464287671IUSGISHARES TR$333,1170.04%2,842CommonNONE
880770102TERTERADYNE INC$332,3960.04%2,946CommonNONE
097023105BABOEING CO$330,7850.04%1,714CommonNONE
74348A467NOBLPROSHARES TR$330,2790.04%3,257CommonNONE
431636109HLMNHILLMAN SOLUTIONS CORP$329,4140.04%30,960CommonNONE
12572Q105CMECME GROUP INC$329,1600.04%1,529CommonNONE
09260D107BXBLACKSTONE INC$326,6850.04%2,487CommonNONE
032654105ADIANALOG DEVICES INC$325,3920.04%1,645CommonNONE
75524B104RBCRBC BEARINGS INC$324,6900.04%1,201CommonNONE
776696106ROPROPER TECHNOLOGIES INC$323,8200.04%577CommonNONE
911363109URIUNITED RENTALS INC$322,5340.04%447CommonNONE
958669103WESWESTERN MIDSTREAM PARTNERS L$322,1200.04%9,061CommonNONE
72201R833MINTPIMCO ETF TR$321,4730.04%3,197CommonNONE
38526M106LOPEGRAND CANYON ED INC$318,5950.04%2,339CommonNONE
217204106CPRTCOPART INC$318,5600.04%5,500CommonNONE
59156R108METMETLIFE INC$318,3960.04%4,296CommonNONE
058498106BALLBALL CORP$317,7460.04%4,717CommonNONE
416515104HIGHARTFORD FINL SVCS GROUP INC$315,0470.04%3,057CommonNONE
464288323NYFISHARES TR$314,7890.04%5,850CommonNONE
46138E362SPHDINVESCO EXCH TRADED FD TR II$313,5940.04%7,063CommonNONE
464287648IWOISHARES TR$311,8550.04%1,152CommonNONE
78463M107SPSCSPS COMM INC$311,7410.04%1,686CommonNONE
05464C101AXONAXON ENTERPRISE INC$311,0030.04%994CommonNONE
37045V100GMGENERAL MTRS CO$310,6740.04%6,851CommonNONE
30214U102EXPOEXPONENT INC$310,4230.04%3,754CommonNONE
902252105TYLTYLER TECHNOLOGIES INC$308,5570.04%726CommonNONE
515098101LSTRLANDSTAR SYS INC$307,1460.04%1,593CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$303,8220.04%4,436CommonNONE
778296103ROSTROSS STORES INC$303,3610.04%2,067CommonNONE
032095101APHAMPHENOL CORP NEW$302,0970.04%2,619CommonNONE
053484101AVBAVALONBAY CMNTYS INC$301,2880.04%1,624CommonNONE
808524839SCHZSCHWAB STRATEGIC TR$300,2610.04%6,527CommonNONE
244199105DEDEERE & CO$300,0940.04%731CommonNONE
G0176J109ALLEALLEGION PLC$299,9690.04%2,227CommonNONE
219350105GLWCORNING INC$299,6160.04%9,090CommonNONE
884903808TRI4EURTHOMSON REUTERS CORP.$299,1290.04%1,920CommonNONE
92204A884VOXVANGUARD WORLD FD$297,7150.04%2,269CommonNONE
358039105FRPTFRESHPET INC$297,6440.04%2,569CommonNONE
04247X102AWIARMSTRONG WORLD INDS INC NEW$294,8280.04%2,373CommonNONE
294429105EFXEQUIFAX INC$292,9340.04%1,095CommonNONE
369550108GDGENERAL DYNAMICS CORP$290,0650.04%1,027CommonNONE
759351604RGAREINSURANCE GRP OF AMERICA I$286,6770.04%1,486CommonNONE
46429B697USMVISHARES TR$284,6490.04%3,406CommonNONE
92840R101NFJVIRTUS DIVIDEND INTEREST & P$284,6170.04%22,270CommonNONE
075887109BDXBECTON DICKINSON & CO$281,9050.04%1,139CommonNONE
872590104TMUST-MOBILE US INC$281,3320.04%1,724CommonNONE
45782C284KJULINNOVATOR ETFS TRUST$280,3790.04%9,985CommonNONE
00215W100ASXASE TECHNOLOGY HLDG CO LTD$279,7060.04%25,451CommonNONE
49714P108KNSLKINSALE CAP GROUP INC$279,2060.04%532CommonNONE
74164M108PRIPRIMERICA INC$276,1410.04%1,092CommonNONE
30040P103EVTCEVERTEC INC$275,0040.04%6,892CommonNONE
45782C516EJANINNOVATOR ETFS TRUST$273,9170.04%9,465CommonNONE
78709Y105SAIASAIA INC$273,1950.04%467CommonNONE
78468R556XOPSPDR SER TR$272,6610.04%1,760CommonNONE
693506107PPGPPG INDS INC$271,8470.04%1,876CommonNONE
46436E619EUSBISHARES TR$271,1570.04%6,331CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$268,3340.04%837CommonNONE
055622104BPBP PLC$268,1520.04%7,117CommonNONE
92345Y106VRSKVERISK ANALYTICS INC$266,0300.03%1,129CommonNONE
46187W107INVHINVITATION HOMES INC$265,6250.03%7,459CommonNONE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$264,3930.03%1,917CommonNONE
98983L108ZWSZURN ELKAY WATER SOLNS CORP$264,3460.03%7,898CommonNONE
25659T107DLBDOLBY LABORATORIES INC$264,1270.03%3,153CommonNONE
45782C532UDECINNOVATOR ETFS TRUST$262,8790.03%7,866CommonNONE
015271109AREALEXANDRIA REAL ESTATE EQ IN$259,3060.03%2,012CommonNONE
50540R409LSILABORATORY CORP AMER HLDGS$257,1950.03%1,177CommonNONE
760125104RTORENTOKIL INITIAL PLC$257,0960.03%8,527CommonNONE
74435K204PUKPRUDENTIAL PLC$256,1830.03%13,294CommonNONE
359694106FULFULLER H B CO$255,5840.03%3,205CommonNONE
011642105ALRMALARM COM HLDGS INC$255,5290.03%3,526CommonNONE
929236107WDFCWD 40 CO$254,9280.03%1,006CommonNONE
345370860FFORD MTR CO DEL$254,3870.03%19,156CommonNONE
46429B267GOVTISHARES TR$254,0950.03%11,159CommonNONE
45782C359EAPRINNOVATOR ETFS TRUST$251,3010.03%10,008CommonNONE
260557103DOWDOW INC$250,4140.03%4,323CommonNONE
59522J103MAAMID-AMER APT CMNTYS INC$249,0570.03%1,893CommonNONE
743315103PGRPROGRESSIVE CORP$248,3760.03%1,201CommonNONE
114340102AZTAAZENTA INC$248,3510.03%4,120CommonNONE
46434G863ESGEISHARES INC$247,1570.03%7,669CommonNONE
759916109RGENREPLIGEN CORP$246,0850.03%1,338CommonNONE
831865209AOSSMITH A O CORP$245,2790.03%2,742CommonNONE
70438V106PCTYPAYLOCITY HLDG CORP$239,5730.03%1,394CommonNONE
04016X101ARGXARGENX SE$235,8380.03%599CommonNONE
46138G698RWLINVESCO EXCH TRADED FD TR II$234,3250.03%2,500CommonNONE
88579Y101MMM3M CO$233,2750.03%2,199CommonNONE
500754106KHCKRAFT HEINZ CO$232,8510.03%6,310CommonNONE
55261F104MTBM & T BK CORP$232,7560.03%1,600CommonNONE
60937P106MDBMONGODB INC$232,0400.03%647CommonNONE
23804L103DDOGDATADOG INC$231,5030.03%1,873CommonNONE
45104G104IBNICICI BANK LIMITED$230,1870.03%8,716CommonNONE
14040H105COFCAPITAL ONE FINL CORP$229,7870.03%1,543CommonNONE
852234103XYZBLOCK INC$229,3810.03%2,712CommonNONE
29358P101ENSGENSIGN GROUP INC$227,6610.03%1,830CommonNONE
29109X106AZPN1USDASPEN TECHNOLOGY INC$227,3560.03%1,066CommonNONE
45168D104IDXXIDEXX LABS INC$226,7710.03%420CommonNONE
05550J101BJBJS WHSL CLUB HLDGS INC$226,4960.03%2,994CommonNONE
443573100HUBSHUBSPOT INC$225,5620.03%360CommonNONE
745867101PHMPULTE GROUP INC$224,1800.03%1,859CommonNONE
29362U104ENTGENTEGRIS INC$222,9660.03%1,586CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$221,8900.03%2,322CommonNONE
109194100BFAMBRIGHT HORIZONS FAM SOL IN D$221,5050.03%1,954CommonNONE
48282T104KAIKADANT INC$220,0350.03%671CommonNONE
893641100TDGTRANSDIGM GROUP INC$219,5620.03%178CommonNONE
98419M100XYLXYLEM INC$217,9420.03%1,686CommonNONE
49271V100KDPKEURIG DR PEPPER INC$215,6460.03%7,031CommonNONE
131193104CALYTOPGOLF CALLAWAY BRANDS CORP$214,1930.03%13,246CommonNONE
12503M108CBOECBOE GLOBAL MKTS INC$213,5660.03%1,162CommonNONE
635017106FIZZNATIONAL BEVERAGE CORP$213,4790.03%4,498CommonNONE
056525108BMIBADGER METER INC$212,2390.03%1,312CommonNONE
30040W108ESEVERSOURCE ENERGY$212,0610.03%3,548CommonNONE
892331307TMTOYOTA MOTOR CORP$209,9010.03%834CommonNONE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$209,7230.03%3,258CommonNONE
02390A101AMXAMERICA MOVIL SAB DE CV$209,5110.03%11,228CommonNONE
904708104UNFUNIFIRST CORP MASS$208,5640.03%1,203CommonNONE
279158109ECECOPETROL S A$208,2240.03%17,586CommonNONE
062540109BOHBANK HAWAII CORP$208,0750.03%3,335CommonNONE
G3323L100FNFABRINET$207,7330.03%1,099CommonNONE
466313103JBLJABIL INC$207,3120.03%1,548CommonNONE
74460D109PSAPUBLIC STORAGE$206,9380.03%713CommonNONE
428103105HESMHESS MIDSTREAM LP$205,9170.03%5,699CommonNONE
49456B101KMIKINDER MORGAN INC DEL$203,5150.03%11,097CommonNONE
526057104LENLENNAR CORP$202,7660.03%1,179CommonNONE
418056107HASHASBRO INC$202,7330.03%3,587CommonNONE
427866108HSYHERSHEY CO$202,6000.03%1,042CommonNONE
78464A854SPYMSPDR SER TR$201,9340.03%3,282CommonNONE
40412C101HCAHCA HEALTHCARE INC$201,5500.03%604CommonNONE
91912E105VALEVALE S A$194,4930.03%15,955CommonNONE
12510Q100CCCCCC INTELLIGENT SOLUTIONS HL$193,5010.03%16,179CommonNONE
38147U107GSBDGOLDMAN SACHS BDC INC$184,9280.02%12,345CommonNONE
27828N102XETYXEATON VANCE TAX-MANAGED DIVE$179,4270.02%13,430CommonNONE
527064109LESLIES INC$172,4260.02%26,527CommonNONE

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.