MondegarAI
Summit Trail Advisors, LLC

Q4 2025 · 13F-HR

Summit Trail Advisors, LLCholdings as filed

Filed 2026-02-17 · accession 0001951757-26-000464

$5.78B
Reported value
1,303
Positions
2025-12-31
Period end
View analyzed profile →PRO

The Brief · Summit Trail Advisors, LLC · Q4 2025

AI · grounded in 13F

Summit Trail Advisors, LLC increased its position in ERIE by 250.24% and established a new position in AKRE valued at $18.11M. The fund also accumulated shares of IWM by 38.21% and AAPL by 2.80%. Conversely, the manager trimmed several holdings, most notably reducing EXPD by 98.18% and VGSH by 89.37%.

Holdings as filed

First 500 of 1303

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOVANGUARD INDEX FDS$610.1M10.5%972,830CommonSOLE
97717Y527USFRWISDOMTREE TR$432.5M7.48%8,595,674CommonSOLE
11135F101AVGOBROADCOM INC$251.7M4.35%727,267CommonSOLE
037833100AAPLAPPLE INC$158.4M2.74%582,620CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$128.2M2.22%669,322CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$126.9M2.19%2,031,147CommonSOLE
594918104MSFTMICROSOFT CORP$119.4M2.06%246,887CommonSOLE
67066G104NVDANVIDIA CORPORATION$109.5M1.89%587,377CommonSOLE
032095101APHAMPHENOL CORP NEW$89.1M1.54%658,137CommonSOLE
02079K107GOOGALPHABET INC$83.8M1.45%267,185CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$83.7M1.45%1,557,128CommonSOLE
464288125ISHGISHARES TR$80.4M1.39%1,068,524CommonSOLE
02079K305GOOGLALPHABET INC$79.0M1.37%252,336CommonSOLE
023135106AMZNAMAZON COM INC$65.2M1.13%282,604CommonSOLE
30303M102METAMETA PLATFORMS INC$55.5M0.96%84,089CommonSOLE
92206C706VGITVANGUARD SCOTTSDALE FDS$50.6M0.87%843,892CommonSOLE
464287655IWMISHARES TR$50.3M0.87%204,295CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$50.1M0.87%281,930CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$46.9M0.81%68,609CommonSOLE
46137V100PPAINVESCO EXCHANGE TRADED FD T$45.5M0.79%290,567CommonSOLE
46138E628KBWBINVESCO EXCH TRADED FD TR II$45.4M0.78%538,212CommonSOLE
464287226AGGISHARES TR$44.1M0.76%441,621CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$36.7M0.63%73,033CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$36.1M0.62%112,070CommonSOLE
88160R101TSLATESLA INC$32.2M0.56%71,495CommonSOLE
464287465EFAISHARES TR$30.5M0.53%317,326CommonSOLE
G0403H108AONAON PLC$30.4M0.52%86,028CommonSOLE
29530P102ERIEERIE INDTY CO$29.7M0.51%103,690CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$24.4M0.42%168,381CommonSOLE
149123101CATCATERPILLAR INC$23.7M0.41%41,407CommonSOLE
464285204IAUISHARES GOLD TR$23.4M0.41%288,631CommonSOLE
679295105OKTAOKTA INC$22.6M0.39%261,264CommonSOLE
532457108LLYELI LILLY & CO$22.1M0.38%20,560CommonSOLE
922908751VBVANGUARD INDEX FDS$22.1M0.38%85,594CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$21.0M0.36%149,078CommonSOLE
500767553KCCAKRANESHARES TRUST$20.8M0.36%1,238,566CommonSOLE
922908769VTIVANGUARD INDEX FDS$20.7M0.36%61,638CommonSOLE
46137V282RSPTINVESCO EXCHANGE TRADED FD T$20.0M0.35%438,733CommonSOLE
46432F842IEFAISHARES TR$19.9M0.34%222,236CommonSOLE
433000106HIMSHIMS & HERS HEALTH INC$19.2M0.33%590,445CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$18.1M0.31%181,518CommonSOLE
74316P579AKREPROFESIONALLY MANAGED PORTFO$18.1M0.31%276,478CommonSOLE
464288877EFVISHARES TR$17.0M0.29%238,137CommonSOLE
478160104JNJJOHNSON & JOHNSON$17.0M0.29%82,169CommonSOLE
78464A847SPMDSPDR SERIES TRUST$16.9M0.29%291,177CommonSOLE
464287614IWFISHARES TR$15.1M0.26%31,862CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$15.1M0.26%17,133CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$15.0M0.26%32,094CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS$14.8M0.26%252,724CommonSOLE
808524102SCHBSCHWAB STRATEGIC TR$14.7M0.25%561,342CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$14.6M0.25%94,387CommonSOLE
30231G102XOMEXXON MOBIL CORP$14.6M0.25%121,267CommonSOLE
931142103WMTWALMART INC$14.1M0.24%126,509CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$13.9M0.24%24,406CommonSOLE
464287200IVVISHARES TR$13.7M0.24%19,994CommonSOLE
23804L103DDOGDATADOG INC$13.6M0.23%99,903CommonSOLE
92826C839VVISA INC$13.6M0.23%38,724CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$13.6M0.23%15,745CommonSOLE
79466L302CRMSALESFORCE INC$13.5M0.23%50,992CommonSOLE
G29018101DLODLOCAL LTD$13.3M0.23%940,820CommonSOLE
78463V107GLDSPDR GOLD TR$13.1M0.23%32,988CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$12.2M0.21%149,786CommonSOLE
75513E101RTXRTX CORPORATION$11.8M0.20%64,172CommonSOLE
46641Q217BBJPJ P MORGAN EXCHANGE TRADED F$11.7M0.20%177,475CommonSOLE
46090E103QQQINVESCO QQQ TR$11.7M0.20%18,980CommonSOLE
060505104BACBANK AMERICA CORP$11.6M0.20%210,637CommonSOLE
464287804IJRISHARES TR$11.4M0.20%94,643CommonSOLE
25809K105DASHDOORDASH INC$11.2M0.19%49,489CommonSOLE
718172109PMPHILIP MORRIS INTL INC$11.1M0.19%68,880CommonSOLE
595112103MUMICRON TECHNOLOGY INC$11.1M0.19%39,005CommonSOLE
00287Y109ABBVABBVIE INC$11.1M0.19%48,458CommonSOLE
166764100CVXCHEVRON CORP NEW$10.8M0.19%71,149CommonSOLE
437076102HDHOME DEPOT INC$10.4M0.18%30,364CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$10.3M0.18%45,670CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$10.2M0.18%137,974CommonSOLE
040413205ANETARISTA NETWORKS INC$10.1M0.17%77,034CommonSOLE
949746101WMT2WELLS FARGO CO NEW$9.9M0.17%106,565CommonSOLE
922908744VTVVANGUARD INDEX FDS$9.9M0.17%51,684CommonSOLE
17275R102CSCOCISCO SYS INC$9.7M0.17%126,206CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$9.7M0.17%19,967CommonSOLE
46429B747STIPISHARES TR$9.4M0.16%92,070CommonSOLE
464287507IJHISHARES TR$9.2M0.16%139,341CommonSOLE
64110L106NFLXNETFLIX INC$9.2M0.16%97,716CommonSOLE
369604301GEGE AEROSPACE$9.1M0.16%29,563CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$8.7M0.15%1,615CommonSOLE
464287150ITOTISHARES TR$8.6M0.15%58,119CommonSOLE
92206C680VONGVANGUARD SCOTTSDALE FDS$8.5M0.15%69,581CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$8.4M0.15%39,306CommonSOLE
172967424CCITIGROUP INC$8.2M0.14%70,573CommonSOLE
742718109PGPROCTER AND GAMBLE CO$8.0M0.14%56,074CommonSOLE
46434G103IEMGISHARES INC$7.9M0.14%117,280CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$7.9M0.14%300,418CommonSOLE
025816109AXPAMERICAN EXPRESS CO$7.8M0.13%21,063CommonSOLE
68389X105ORCLORACLE CORP$7.8M0.13%39,871CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$7.8M0.13%41,974CommonSOLE
58933Y105MRKMERCK & CO INC$7.6M0.13%72,122CommonSOLE
958102105WDCWESTERN DIGITAL CORP$7.5M0.13%43,701CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$7.4M0.13%22,399CommonSOLE
512807306LRCXLAM RESEARCH CORP$7.3M0.13%42,532CommonSOLE
002824100ABTABBOTT LABS$7.3M0.13%58,179CommonSOLE
896288107TNETTRINET GROUP INC$7.0M0.12%118,264CommonSOLE
78464A664SPTLSPDR SERIES TRUST$6.8M0.12%255,224CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$6.7M0.12%22,644CommonSOLE
713448108PEPPEPSICO INC$6.6M0.11%45,331CommonSOLE
747525103QCOMQUALCOMM INC$6.2M0.11%36,457CommonSOLE
00206R102TAT&T INC$6.1M0.11%244,929CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$6.0M0.10%8CommonSOLE
36828A101GEVGE VERNOVA INC$5.7M0.10%8,717CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$5.7M0.10%10,017CommonSOLE
461202103INTUINTUIT$5.6M0.10%8,524CommonSOLE
580135101MCDMCDONALDS CORP$5.6M0.10%18,471CommonSOLE
02209S103MOALTRIA GROUP INC$5.6M0.10%96,039CommonSOLE
717081103PFEPFIZER INC$5.6M0.10%225,690CommonSOLE
191216100KOCOCA COLA CO$5.6M0.10%80,136CommonSOLE
92204A702VGTVANGUARD WORLD FD$5.5M0.10%7,352CommonSOLE
464289438IWYISHARES TR$5.5M0.10%20,002CommonSOLE
872540109TJXTJX COS INC NEW$5.5M0.10%35,958CommonSOLE
254687106DISDISNEY WALT CO$5.5M0.10%48,075CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$5.5M0.09%9,439CommonSOLE
09260D107BXBLACKSTONE INC$5.3M0.09%34,529CommonSOLE
464287689IWVISHARES TR$5.3M0.09%13,740CommonSOLE
244199105DEDEERE & CO$5.3M0.09%11,269CommonSOLE
571903202MARMARRIOTT INTL INC NEW$5.2M0.09%16,911CommonSOLE
00724F101ADBEADOBE INC$5.2M0.09%14,971CommonSOLE
464287234EEMISHARES TR$5.2M0.09%95,404CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$5.2M0.09%67,422CommonSOLE
781154109RBRKRUBRIK INC.$5.1M0.09%67,227CommonSOLE
46432F339QUALISHARES TR$5.1M0.09%25,754CommonSOLE
464287622IWBISHARES TR$5.1M0.09%13,601CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$5.0M0.09%22,865CommonSOLE
020002101ALLALLSTATE CORP$5.0M0.09%23,865CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$4.9M0.09%18,442CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$4.9M0.08%17,259CommonSOLE
501044101KRKROGER CO$4.9M0.08%78,107CommonSOLE
743315103PGRPROGRESSIVE CORP$4.9M0.08%21,362CommonSOLE
482480100KLACKLA CORP$4.8M0.08%3,941CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$4.8M0.08%116,959CommonSOLE
78409V104SPGIS&P GLOBAL INC$4.7M0.08%8,983CommonSOLE
369550108GDGENERAL DYNAMICS CORP$4.7M0.08%13,942CommonSOLE
038222105AMATAPPLIED MATLS INC$4.7M0.08%18,251CommonSOLE
548661107LOWLOWES COS INC$4.6M0.08%19,108CommonSOLE
922908637VVVANGUARD INDEX FDS$4.6M0.08%14,617CommonSOLE
23918K108DVADAVITA INC$4.5M0.08%39,963CommonSOLE
G29183103ETNEATON CORP PLC$4.5M0.08%14,224CommonSOLE
458140100INTCINTEL CORP$4.5M0.08%122,705CommonSOLE
209115104EDCONSOLIDATED EDISON INC$4.4M0.08%44,554CommonSOLE
G54950103LINLINDE PLC$4.4M0.08%10,374CommonSOLE
031162100AMGNAMGEN INC$4.4M0.08%13,498CommonSOLE
09290D101BLKBLACKROCK INC$4.4M0.08%4,120CommonSOLE
375558103GILDGILEAD SCIENCES INC$4.4M0.08%35,914CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$4.4M0.08%25,815CommonSOLE
651639106NEMNEWMONT CORP$4.4M0.08%43,829CommonSOLE
617446448MSMORGAN STANLEY$4.4M0.08%24,650CommonSOLE
126408103CSXCSX CORP$4.4M0.08%120,613CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$4.4M0.08%55,086CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$4.3M0.07%17,872CommonSOLE
009066101ABNBAIRBNB INC$4.3M0.07%31,879CommonSOLE
82846H405QXOQXO INC$4.2M0.07%219,999CommonSOLE
701094104PHPARKER-HANNIFIN CORP$4.2M0.07%4,780CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$4.2M0.07%176,522CommonSOLE
316773100FITBFIFTH THIRD BANCORP$4.2M0.07%88,424CommonSOLE
922908736VUGVANGUARD INDEX FDS$4.1M0.07%8,483CommonSOLE
143658300CCL1EURCARNIVAL CORP$4.1M0.07%135,324CommonSOLE
G5960L103MDTMEDTRONIC PLC$4.0M0.07%41,743CommonSOLE
81762P102NOWSERVICENOW INC$4.0M0.07%26,040CommonSOLE
20825C104COPCONOCOPHILLIPS$3.9M0.07%41,918CommonSOLE
18915M107NETCLOUDFLARE INC$3.9M0.07%19,713CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$3.8M0.07%103,895CommonSOLE
231021106CMICUMMINS INC$3.8M0.07%7,500CommonSOLE
56585A102MPCMARATHON PETE CORP$3.8M0.07%23,436CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$3.8M0.07%20,589CommonSOLE
464288356CMFISHARES TR$3.8M0.07%65,718CommonSOLE
88023U101SGISOMNIGROUP INTERNATIONAL INC$3.8M0.07%42,253CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$3.8M0.07%71,232CommonSOLE
863667101SYKSTRYKER CORPORATION$3.7M0.06%10,588CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$3.7M0.06%138,362CommonSOLE
58155Q103MCKMCKESSON CORP$3.7M0.06%4,528CommonSOLE
65339F101NEENEXTERA ENERGY INC$3.7M0.06%46,249CommonSOLE
907818108UNPUNION PAC CORP$3.7M0.06%15,979CommonSOLE
20030N101CMCSACOMCAST CORP NEW$3.7M0.06%123,195CommonSOLE
35137L105FOXAFOX CORP$3.7M0.06%50,387CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$3.7M0.06%43,004CommonSOLE
052769106ADSKAUTODESK INC$3.7M0.06%12,333CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$3.7M0.06%30,385CommonSOLE
88025U109TXG10X GENOMICS INC$3.6M0.06%220,386CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$3.6M0.06%129,571CommonSOLE
03831W108APPAPPLOVIN CORP$3.6M0.06%5,269CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$3.5M0.06%3,834CommonSOLE
228368106CCKCROWN HLDGS INC$3.5M0.06%33,781CommonSOLE
172755100CRUSCIRRUS LOGIC INC$3.5M0.06%29,321CommonSOLE
751212101RLRALPH LAUREN CORP$3.4M0.06%9,732CommonSOLE
53815P108RAMPLIVERAMP HLDGS INC$3.4M0.06%117,427CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$3.4M0.06%22,256CommonSOLE
25659T107DLBDOLBY LABORATORIES INC$3.4M0.06%53,615CommonSOLE
126650100CVSCVS HEALTH CORP$3.4M0.06%43,156CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$3.4M0.06%17,109CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$3.4M0.06%13,153CommonSOLE
526107107LIILENNOX INTL INC$3.4M0.06%6,989CommonSOLE
37954Y673PAVEGLOBAL X FDS$3.4M0.06%70,409CommonSOLE
247361702DALDELTA AIR LINES INC DEL$3.4M0.06%48,693CommonSOLE
464288273SCZISHARES TR$3.4M0.06%43,500CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$3.4M0.06%34,001CommonSOLE
90384S303ULTAULTA BEAUTY INC$3.4M0.06%5,552CommonSOLE
443201108HWMHOWMET AEROSPACE INC$3.4M0.06%16,359CommonSOLE
33829M101FIVEFIVE BELOW INC$3.3M0.06%17,776CommonSOLE
609207105MDLZMONDELEZ INTL INC$3.3M0.06%61,593CommonSOLE
032654105ADIANALOG DEVICES INC$3.3M0.06%12,235CommonSOLE
55261F104MTBM & T BK CORP$3.3M0.06%16,382CommonSOLE
235851102DHRDANAHER CORPORATION$3.3M0.06%14,322CommonSOLE
291011104EMREMERSON ELEC CO$3.3M0.06%24,706CommonSOLE
438516106HONHONEYWELL INTL INC$3.3M0.06%16,788CommonSOLE
097023105BABOEING CO$3.3M0.06%15,052CommonSOLE
40412C101HCAHCA HEALTHCARE INC$3.3M0.06%6,964CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$3.2M0.06%11,052CommonSOLE
219350105GLWCORNING INC$3.2M0.06%37,036CommonSOLE
042735100ARWARROW ELECTRS INC$3.2M0.06%29,286CommonSOLE
98389B100XELXCEL ENERGY INC$3.2M0.06%43,275CommonSOLE
50212V100LPLALPL FINL HLDGS INC$3.2M0.06%8,937CommonSOLE
80004C200SNDKSANDISK CORP$3.2M0.06%13,407CommonSOLE
G3922B107GGENPACT LIMITED$3.2M0.05%67,625CommonSOLE
574599106MASMASCO CORP$3.1M0.05%49,408CommonSOLE
894164102TNLTRAVEL PLUS LEISURE CO$3.1M0.05%44,428CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$3.1M0.05%18,107CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$3.1M0.05%35,990CommonSOLE
78463X889SPDWSPDR INDEX SHS FDS$3.1M0.05%69,571CommonSOLE
855244109SBUXSTARBUCKS CORP$3.1M0.05%36,453CommonSOLE
189054109CLXCLOROX CO DEL$3.1M0.05%30,425CommonSOLE
33739Q804EIPXFIRST TR EXCHANGE-TRADED FD$3.1M0.05%116,005CommonSOLE
H1467J104CBCHUBB LIMITED$3.1M0.05%9,746CommonSOLE
880770102TERTERADYNE INC$3.0M0.05%15,656CommonSOLE
256746108DLTRDOLLAR TREE INC$3.0M0.05%24,622CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$3.0M0.05%36,300CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$3.0M0.05%27,022CommonSOLE
257651109DCIDONALDSON INC$3.0M0.05%33,962CommonSOLE
49427F108KRCKILROY RLTY CORP$3.0M0.05%79,382CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$3.0M0.05%17,987CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$3.0M0.05%9,032CommonSOLE
01973R101ALSNALLISON TRANSMISSION HLDGS I$3.0M0.05%30,328CommonSOLE
464287515IGVISHARES TR$3.0M0.05%28,054CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$3.0M0.05%15,252CommonSOLE
464288117IGOVISHARES TR$3.0M0.05%70,969CommonSOLE
33738D101EMLPFIRST TR EXCHANGE-TRADED FD$3.0M0.05%78,067CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$3.0M0.05%54,766CommonSOLE
464287598IWDISHARES TR$3.0M0.05%14,034CommonSOLE
48251W104KKRKKR & CO INC$2.9M0.05%23,095CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$2.9M0.05%9,358CommonSOLE
989701107ZIONZIONS BANCORPORATION N A$2.9M0.05%49,686CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$2.9M0.05%20,135CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$2.9M0.05%30,215CommonSOLE
553498106MSAMSA SAFETY INC$2.9M0.05%18,053CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$2.9M0.05%4,953CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$2.9M0.05%10,395CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$2.9M0.05%8,088CommonSOLE
03852U106ARMKARAMARK$2.8M0.05%76,589CommonSOLE
075887109BDXBECTON DICKINSON & CO$2.8M0.05%14,525CommonSOLE
681116109OLLIOLLIES BARGAIN OUTLET HLDGS$2.8M0.05%25,534CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$2.8M0.05%23,850CommonSOLE
278865100ECLECOLAB INC$2.8M0.05%10,598CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$2.8M0.05%9,956CommonSOLE
278642103EBAYEBAY INC.$2.8M0.05%31,882CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$2.8M0.05%4,867CommonSOLE
589378108MRCYMERCURY SYS INC$2.8M0.05%38,005CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$2.8M0.05%14,267CommonSOLE
231561101CWCURTISS WRIGHT CORP$2.7M0.05%4,981CommonSOLE
718546104PSXPHILLIPS 66$2.7M0.05%21,172CommonSOLE
031100100AMEAMETEK INC$2.7M0.05%13,276CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$2.7M0.05%7,086CommonSOLE
73757R102PSTLPOSTAL REALTY TRUST INC$2.7M0.05%167,803CommonSOLE
969457100WMBWILLIAMS COS INC$2.7M0.05%44,902CommonSOLE
452327109ILMNILLUMINA INC$2.7M0.05%20,578CommonSOLE
876030107TPRTAPESTRY INC$2.7M0.05%21,074CommonSOLE
882508104TXNTEXAS INSTRS INC$2.7M0.05%15,507CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$2.7M0.05%29,440CommonSOLE
94106L109WMWASTE MGMT INC DEL$2.7M0.05%12,216CommonSOLE
31428X106FDXFEDEX CORP$2.7M0.05%9,224CommonSOLE
87612E106TGTTARGET CORP$2.7M0.05%27,288CommonSOLE
832696405SJMSMUCKER J M CO$2.7M0.05%27,203CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$2.7M0.05%36,088CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$2.6M0.05%41,545CommonSOLE
92047W101VVVVALVOLINE INC$2.6M0.05%90,610CommonSOLE
62886E108VYXNCR VOYIX CORPORATION$2.6M0.05%257,756CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$2.6M0.05%27,526CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$2.6M0.05%8,077CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$2.6M0.05%44,804CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$2.6M0.05%32,546CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$2.6M0.05%90,580CommonSOLE
184496107CLHCLEAN HARBORS INC$2.6M0.05%11,102CommonSOLE
83304A106SNAPSNAP INC$2.6M0.04%322,101CommonSOLE
354613101BENFRANKLIN RESOURCES INC$2.6M0.04%106,856CommonSOLE
98585X104YETIYETI HLDGS INC$2.6M0.04%57,871CommonSOLE
337738108FISVFISERV INC$2.5M0.04%37,891CommonSOLE
770700102HOODROBINHOOD MKTS INC$2.5M0.04%22,501CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$2.5M0.04%5,605CommonSOLE
654106103NKENIKE INC$2.5M0.04%39,771CommonSOLE
688239201OSKOSHKOSH CORP$2.5M0.04%20,112CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$2.5M0.04%21,525CommonSOLE
745867101PHMPULTE GROUP INC$2.5M0.04%21,256CommonSOLE
09581B103OWLBLUE OWL CAPITAL INC$2.5M0.04%166,426CommonSOLE
74340W103PLDPROLOGIS INC.$2.5M0.04%19,354CommonSOLE
552848103MTGMGIC INVT CORP WIS$2.5M0.04%84,451CommonSOLE
921909768VXUSVANGUARD STAR FDS$2.5M0.04%32,612CommonSOLE
60937P106MDBMONGODB INC$2.5M0.04%5,852CommonSOLE
533900106LECOLINCOLN ELEC HLDGS INC$2.4M0.04%10,169CommonSOLE
457187102INGRINGREDION INC$2.4M0.04%22,145CommonSOLE
01749D105ALGMALLEGRO MICROSYSTEMS INC$2.4M0.04%92,506CommonSOLE
833445109SNOWSNOWFLAKE INC$2.4M0.04%11,119CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$2.4M0.04%7,974CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$2.4M0.04%13,683CommonSOLE
256163106DOCUDOCUSIGN INC$2.4M0.04%35,435CommonSOLE
26622P107DOCSDOXIMITY INC$2.4M0.04%54,652CommonSOLE
921932703VOOVVANGUARD ADMIRAL FDS INC$2.4M0.04%11,790CommonSOLE
871607107SNPSSYNOPSYS INC$2.4M0.04%5,130CommonSOLE
45167R104IEXIDEX CORP$2.4M0.04%13,525CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$2.4M0.04%6,112CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$2.4M0.04%98,223CommonSOLE
91347P105OLEDUNIVERSAL DISPLAY CORP$2.4M0.04%20,274CommonSOLE
615369105MCOMOODYS CORP$2.4M0.04%4,634CommonSOLE
74736K101QRVOQORVO INC$2.4M0.04%27,959CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$2.4M0.04%5,307CommonSOLE
911363109URIUNITED RENTALS INC$2.4M0.04%2,913CommonSOLE
45687V106IRINGERSOLL RAND INC$2.4M0.04%29,666CommonSOLE
197236102COLBCOLUMBIA BKG SYS INC$2.3M0.04%83,966CommonSOLE
00912X302ALAIR LEASE CORP$2.3M0.04%36,445CommonSOLE
M7S64H106MNDYMONDAY COM LTD$2.3M0.04%15,878CommonSOLE
89055F103BLDTOPBUILD CORP$2.3M0.04%5,602CommonSOLE
892672106TWTRADEWEB MKTS INC$2.3M0.04%21,699CommonSOLE
902973304USBUS BANCORP DEL$2.3M0.04%43,005CommonSOLE
219798105QDELQUIDELORTHO CORP$2.3M0.04%81,014CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$2.3M0.04%9,312CommonSOLE
147528103CASYCASEYS GEN STORES INC$2.3M0.04%4,156CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$2.3M0.04%5,057CommonSOLE
142339100CSLCARLISLE COS INC$2.3M0.04%7,100CommonSOLE
G39108108GTESGATES INDL CORP PLC$2.3M0.04%105,630CommonSOLE
55306N104MKSIMKS INC.$2.3M0.04%14,172CommonSOLE
872590104TMUST-MOBILE US INC$2.3M0.04%11,147CommonSOLE
37045V100GMGENERAL MTRS CO$2.3M0.04%27,831CommonSOLE
629377508NRGNRG ENERGY INC$2.3M0.04%14,206CommonSOLE
22052L104CTVACORTEVA INC$2.3M0.04%33,703CommonSOLE
28414H103ELANELANCO ANIMAL HEALTH INC$2.3M0.04%99,671CommonSOLE
95040Q104WELLWELLTOWER INC$2.2M0.04%12,083CommonSOLE
12572Q105CMECME GROUP INC$2.2M0.04%8,212CommonSOLE
29414B104EPAMEPAM SYS INC$2.2M0.04%10,941CommonSOLE
920253101VMIVALMONT INDS INC$2.2M0.04%5,554CommonSOLE
854502101SWKSTANLEY BLACK & DECKER INC$2.2M0.04%30,126CommonSOLE
29977A105EVREVERCORE INC$2.2M0.04%6,574CommonSOLE
88579Y101MMM3M CO$2.2M0.04%13,962CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC$2.2M0.04%50,279CommonSOLE
682680103OKEONEOK INC NEW$2.2M0.04%30,302CommonSOLE
45168D104IDXXIDEXX LABS INC$2.2M0.04%3,290CommonSOLE
74762E102QUREQUANTA SVCS INC$2.2M0.04%5,264CommonSOLE
74967X103RHRH$2.2M0.04%12,387CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$2.2M0.04%17,596CommonSOLE
08265T208BSYBENTLEY SYS INC$2.2M0.04%57,813CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$2.2M0.04%7,611CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$2.2M0.04%19,057CommonSOLE
253868103DLRDIGITAL RLTY TR INC$2.2M0.04%14,046CommonSOLE
733174700BPOPPOPULAR INC$2.2M0.04%17,469CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$2.2M0.04%24,929CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$2.2M0.04%46,625CommonSOLE
146869102CVNACARVANA CO$2.2M0.04%5,147CommonSOLE
200525103CBSHCOMMERCE BANCSHARES INC$2.2M0.04%41,388CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$2.2M0.04%9,934CommonSOLE
89400J107TRUTRANSUNION$2.2M0.04%25,220CommonSOLE
655663102NDSNNORDSON CORP$2.2M0.04%8,986CommonSOLE
038336103ATRAPTARGROUP INC$2.2M0.04%17,673CommonSOLE
125523100CITHE CIGNA GROUP$2.1M0.04%7,807CommonSOLE
98138H101WDAYWORKDAY INC$2.1M0.04%9,978CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$2.1M0.04%62,105CommonSOLE
03076C106AMPAMERIPRISE FINL INC$2.1M0.04%4,360CommonSOLE
29786A106ETSYETSY INC$2.1M0.04%38,459CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$2.1M0.04%25,259CommonSOLE
103304101BYDBOYD GAMING CORP$2.1M0.04%24,910CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$2.1M0.04%121,988CommonSOLE
71601V105WOOFPETCO HEALTH & WELLNESS CO I$2.1M0.04%752,397CommonSOLE
72352L106PINSPINTEREST INC$2.1M0.04%81,627CommonSOLE
422806109HEIHEICO CORP NEW$2.1M0.04%6,518CommonSOLE
114340102AZTAAZENTA INC$2.1M0.04%63,351CommonSOLE
70438V106PCTYPAYLOCITY HLDG CORP$2.1M0.04%13,799CommonSOLE
893641100TDGTRANSDIGM GROUP INC$2.1M0.04%1,570CommonSOLE
26884U109EPREPR PPTYS$2.1M0.04%41,516CommonSOLE
59156R108METMETLIFE INC$2.1M0.04%26,352CommonSOLE
46434G822EWJISHARES INC$2.1M0.04%25,602CommonSOLE
77543R102ROKUROKU INC$2.1M0.04%19,051CommonSOLE
681919106OMCOMNICOM GROUP INC$2.1M0.04%25,414CommonSOLE
N07059210ASMLASML HOLDING N V$2.1M0.04%1,931CommonSOLE
443573100HUBSHUBSPOT INC$2.1M0.04%5,134CommonSOLE
117043109BCBRUNSWICK CORP$2.1M0.04%27,723CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$2.1M0.04%24,131CommonSOLE
G8060N102STSENSATA TECHNOLOGIES HLDG PL$2.0M0.04%61,411CommonSOLE
009158106APDAIR PRODS & CHEMS INC$2.0M0.04%8,248CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$2.0M0.04%12,547CommonSOLE
G02602103DOXAMDOCS LTD$2.0M0.04%25,245CommonSOLE
09073M104TECHBIO-TECHNE CORP$2.0M0.04%34,527CommonSOLE
682189105ONON SEMICONDUCTOR CORP$2.0M0.04%37,463CommonSOLE
98850P109YUMCYUM CHINA HLDGS INC$2.0M0.03%42,398CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$2.0M0.03%11,637CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$2.0M0.03%35,066CommonSOLE
G0176J109ALLEALLEGION PLC$2.0M0.03%12,638CommonSOLE
30040W108ESEVERSOURCE ENERGY$2.0M0.03%29,883CommonSOLE
229899109CFRCULLEN FROST BANKERS INC$2.0M0.03%15,863CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$2.0M0.03%12,588CommonSOLE
171779309CIENCIENA CORP$2.0M0.03%8,550CommonSOLE
34959E109FTNTFORTINET INC$2.0M0.03%25,170CommonSOLE
464288257ACWIISHARES TR$2.0M0.03%14,114CommonSOLE
63947X101NCNONCINO INC$2.0M0.03%77,811CommonSOLE
693718108PCARPACCAR INC$2.0M0.03%18,012CommonSOLE
704326107PAYXPAYCHEX INC$2.0M0.03%17,766CommonSOLE
69370C100PTCPTC INC$2.0M0.03%11,407CommonSOLE
46982L108JJACOBS SOLUTIONS INC$2.0M0.03%14,994CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP CO$2.0M0.03%22,086CommonSOLE
H2906T109GRMNGARMIN LTD$2.0M0.03%9,787CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$2.0M0.03%23,676CommonSOLE
03073E105CORCENCORA INC$2.0M0.03%5,861CommonSOLE
957638109WALWESTERN ALLIANCE BANCORP$2.0M0.03%23,517CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$2.0M0.03%19,303CommonSOLE
842587107SOSOUTHERN CO$2.0M0.03%22,656CommonSOLE
40434L105HPQHP INC$2.0M0.03%88,097CommonSOLE
64110D104NTAPNETAPP INC$2.0M0.03%18,416CommonSOLE
896945201TRIPTRIPADVISOR INC$2.0M0.03%135,445CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$2.0M0.03%10,897CommonSOLE
464287309IVWISHARES TR$2.0M0.03%15,938CommonSOLE
03064D108COLDAMERICOLD REALTY TRUST INC$2.0M0.03%149,974CommonSOLE
19247G107COHRCOHERENT CORP$2.0M0.03%10,615CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$2.0M0.03%2,534CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$2.0M0.03%10,526CommonSOLE
904311107UAAUNDER ARMOUR INC$1.9M0.03%390,727CommonSOLE
29364G103ETRENTERGY CORP NEW$1.9M0.03%20,978CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$1.9M0.03%11,953CommonSOLE
65249B208NWSNEWS CORP NEW$1.9M0.03%65,244CommonSOLE
172908105CTASCINTAS CORP$1.9M0.03%10,267CommonSOLE
871829107SYYSYSCO CORP$1.9M0.03%26,147CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$1.9M0.03%23,199CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$1.9M0.03%9,208CommonSOLE
91529Y106UNMUNUM GROUP$1.9M0.03%24,751CommonSOLE
285512109EAELECTRONIC ARTS INC$1.9M0.03%9,331CommonSOLE
857477103STTSTATE STR CORP$1.9M0.03%14,700CommonSOLE
260557103DOWDOW INC$1.9M0.03%80,988CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$1.9M0.03%29,841CommonSOLE
343498101FLOFLOWERS FOODS INC$1.9M0.03%173,299CommonSOLE
902494103TSNTYSON FOODS INC$1.9M0.03%32,156CommonSOLE
770323103RHIROBERT HALF INC.$1.9M0.03%69,292CommonSOLE
26210C104DBXDROPBOX INC$1.9M0.03%67,674CommonSOLE
384109104GGGGRACO INC$1.9M0.03%22,935CommonSOLE
277276101EGPEASTGROUP PPTYS INC$1.9M0.03%10,440CommonSOLE
053332102AZOAUTOZONE INC$1.9M0.03%552CommonSOLE
665859104NTRSNORTHERN TR CORP$1.9M0.03%13,610CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$1.9M0.03%67,904CommonSOLE
446413106HIIHUNTINGTON INGALLS INDS INC$1.9M0.03%5,489CommonSOLE
969904101WSMWILLIAMS SONOMA INC$1.9M0.03%10,442CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$1.9M0.03%15,582CommonSOLE
268150109DTDYNATRACE INC$1.9M0.03%42,745CommonSOLE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$1.9M0.03%37,036CommonSOLE
617700109MORNMORNINGSTAR INC$1.9M0.03%8,519CommonSOLE
74624M102PPURE STORAGE INC$1.8M0.03%27,591CommonSOLE
806857108SLBSLB LIMITED$1.8M0.03%47,842CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$1.8M0.03%21,070CommonSOLE
05464C101AXONAXON ENTERPRISE INC$1.8M0.03%3,243CommonSOLE
200340107CMACOMERICA INC$1.8M0.03%21,079CommonSOLE
421298100HAYWHAYWARD HLDGS INC$1.8M0.03%118,989CommonSOLE
466313103JBLJABIL INC$1.8M0.03%8,021CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$1.8M0.03%3,563CommonSOLE
380237107GDDYGODADDY INC$1.8M0.03%14,657CommonSOLE
44891N208IACIAC INC$1.8M0.03%46,473CommonSOLE
94419L101WWAYFAIR INC$1.8M0.03%18,038CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$1.8M0.03%45,008CommonSOLE
537008104LFUSLITTELFUSE INC$1.8M0.03%7,148CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$1.8M0.03%64,504CommonSOLE
91913Y100VLOVALERO ENERGY CORP$1.8M0.03%11,097CommonSOLE
418056107HASHASBRO INC$1.8M0.03%22,000CommonSOLE
04247X102AWIARMSTRONG WORLD INDS INC NEW$1.8M0.03%9,434CommonSOLE
256677105DGDOLLAR GEN CORP NEW$1.8M0.03%13,559CommonSOLE
760759100RSGREPUBLIC SVCS INC$1.8M0.03%8,487CommonSOLE
001055102AFLAFLAC INC$1.8M0.03%16,300CommonSOLE
29444U700EQIXEQUINIX INC$1.8M0.03%2,344CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$1.8M0.03%2,882CommonSOLE
39874R101GOGROCERY OUTLET HLDG CORP$1.8M0.03%177,531CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$1.8M0.03%55,520CommonSOLE
008252108AMGAFFILIATED MANAGERS GROUP IN$1.8M0.03%6,218CommonSOLE
297178105ESSESSEX PPTY TR INC$1.8M0.03%6,841CommonSOLE
302520101FNBF N B CORP$1.8M0.03%104,628CommonSOLE
518415104LSCCLATTICE SEMICONDUCTOR CORP$1.8M0.03%24,261CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$1.8M0.03%6,195CommonSOLE
88162G103TTEKTETRA TECH INC NEW$1.8M0.03%52,785CommonSOLE
46429B697USMVISHARES TR$1.8M0.03%18,765CommonSOLE
553530106MSMMSC INDL DIRECT INC$1.8M0.03%20,999CommonSOLE
92189F643MOATVANECK ETF TRUST$1.8M0.03%17,014CommonSOLE
988498101YUMYUM BRANDS INC$1.8M0.03%11,633CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$1.8M0.03%6,048CommonSOLE
G66721104NCLHNORWEGIAN CRUISE LINE HLDG L$1.8M0.03%78,438CommonSOLE
98419M100XYLXYLEM INC$1.7M0.03%12,851CommonSOLE
65249B109NWSANEWS CORP NEW$1.7M0.03%66,809CommonSOLE
44980X109IPGPIPG PHOTONICS CORP$1.7M0.03%24,345CommonSOLE
95082P105WCCWESCO INTL INC$1.7M0.03%7,112CommonSOLE
260003108DOVDOVER CORP$1.7M0.03%8,872CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$1.7M0.03%47,155CommonSOLE
32054K103FRFIRST INDL RLTY TR INC$1.7M0.03%29,877CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$1.7M0.03%12,648CommonSOLE
15677J108DAYDAYFORCE INC$1.7M0.03%24,865CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$1.7M0.03%8,686CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$1.7M0.03%16,813CommonSOLE

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.