MondegarAI
Summit Trail Advisors, LLC

Q1 2026 · 13F-HR

Summit Trail Advisors, LLCholdings as filed

Filed 2026-05-12 · accession 0001951757-26-000837

$6.98B
Reported value
1,441
Positions
2026-03-31
Period end
View analyzed profile →PRO

The Brief · Summit Trail Advisors, LLC · Q1 2026

AI · grounded in 13F

Summit Trail Advisors, LLC increased its position in OLLI by 6,174.58%. The fund also accumulated shares in EXPD and DLO, while adding 1,153 new positions to a portfolio with $6.98B in total AUM. Conversely, the fund trimmed its holdings in VGSH by 64.61% and GLD by 62.09%.

Holdings as filed

First 500 of 1441

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOVANGUARD INDEX FDS$630.1M9.03%1,054,464CommonSOLE
97717Y527USFRWISDOMTREE TR$499.8M7.16%9,927,563CommonSOLE
11135F101AVGOBROADCOM INC$234.9M3.36%758,861CommonSOLE
037833100AAPLAPPLE INC$181.1M2.59%713,487CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$162.7M2.33%2,539,753CommonSOLE
681116109OLLIOLLIES BARGAIN OUTLET HLDGS$147.5M2.11%1,602,150CommonSOLE
67066G104NVDANVIDIA CORPORATION$145.6M2.09%835,005CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$138.9M1.99%723,923CommonSOLE
02079K305GOOGLALPHABET INC$133.7M1.92%465,004CommonSOLE
02079K107GOOGALPHABET INC$115.0M1.65%400,862CommonSOLE
594918104MSFTMICROSOFT CORP$107.7M1.54%290,945CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$101.2M1.45%1,873,246CommonSOLE
G29018101DLODLOCAL LTD$99.6M1.43%7,679,326CommonSOLE
032095101APHAMPHENOL CORP$90.8M1.30%718,247CommonSOLE
023135106AMZNAMAZON COM INC$77.4M1.11%371,719CommonSOLE
464288125ISHGISHARES TR$74.1M1.06%999,382CommonSOLE
30303M102METAMETA PLATFORMS INC$67.0M0.96%117,190CommonSOLE
464287655IWMISHARES TR$62.4M0.89%251,769CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$59.2M0.85%485,717CommonSOLE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$58.4M0.84%89,838CommonSOLE
46137V100PPAINVESCO EXCHANGE TRADED FD T$55.1M0.79%332,632CommonSOLE
464287226AGGISHARES TR$53.0M0.76%533,881CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$52.8M0.76%361,041CommonSOLE
92206C706VGITVANGUARD SCOTTSDALE FDS$47.9M0.69%804,441CommonSOLE
46138E628KBWBINVESCO EXCH TRADED FD TR II$42.0M0.60%530,879CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$41.2M0.59%140,214CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$40.1M0.58%83,784CommonSOLE
88160R101TSLATESLA INC$37.3M0.53%100,324CommonSOLE
464285204IAUISHARES GOLD TR$29.6M0.42%336,119CommonSOLE
149123101CATCATERPILLAR INC$29.2M0.42%41,247CommonSOLE
G0403H108AONAON PLC$29.1M0.42%90,234CommonSOLE
464287465EFAISHARES TR$28.9M0.41%297,759CommonSOLE
922908769VTIVANGUARD INDEX FDS$28.3M0.41%88,242CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$27.1M0.39%195,901CommonSOLE
532457108LLYELI LILLY & CO$26.1M0.37%28,383CommonSOLE
46137V282RSPTINVESCO EXCHANGE TRADED FD T$25.7M0.37%568,887CommonSOLE
478160104JNJJOHNSON & JOHNSON$25.1M0.36%102,792CommonSOLE
85512C105SGUSTAR GROUP LP$24.8M0.36%2,022,000CommonSOLE
30231G102XOMEXXON MOBIL CORP$24.6M0.35%144,765CommonSOLE
922908751VBVANGUARD INDEX FDS$23.4M0.33%89,254CommonSOLE
29530P102ERIEERIE INDTY CO$23.2M0.33%92,363CommonSOLE
464287200IVVISHARES TR$22.7M0.32%34,677CommonSOLE
500767553KCCAKRANESHARES TRUST$21.2M0.30%1,432,174CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$19.8M0.28%210,328CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$19.6M0.28%19,686CommonSOLE
931142103WMTWALMART INC$19.4M0.28%156,083CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$19.1M0.27%171,740CommonSOLE
040413205ANETARISTA NETWORKS INC$18.6M0.27%151,588CommonSOLE
464288877EFVISHARES TR$17.7M0.25%238,147CommonSOLE
166764100CVXCHEVRON CORPORATION$17.5M0.25%84,456CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$17.4M0.25%20,542CommonSOLE
679295105OKTAOKTA INC$17.3M0.25%219,388CommonSOLE
46641Q217BBJPJ P MORGAN EXCHANGE TRADED F$17.1M0.24%247,693CommonSOLE
78464A847SPMDSPDR SERIES TRUST$16.4M0.23%276,328CommonSOLE
92826C839VVISA INC$15.7M0.22%51,806CommonSOLE
595112103MUMICRON TECHNOLOGY INC$15.4M0.22%45,594CommonSOLE
464287614IWFISHARES TR$15.4M0.22%36,020CommonSOLE
75513E101RTXRTX CORPORATION$15.0M0.21%77,743CommonSOLE
46432F842IEFAISHARES TR$14.9M0.21%165,030CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$14.5M0.21%37,090CommonSOLE
00287Y109ABBVABBVIE INC$14.0M0.20%64,582CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$12.8M0.18%21,234CommonSOLE
958102105WDCWESTERN DIGITAL CORP$12.7M0.18%47,018CommonSOLE
464287804IJRISHARES TR$12.6M0.18%101,203CommonSOLE
060505104BACBANK AMERICA CORP$12.4M0.18%253,965CommonSOLE
17275R102CSCOCISCO SYS INC$12.3M0.18%158,661CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$12.3M0.18%24,586CommonSOLE
718172109PMPHILIP MORRIS INTL INC$12.2M0.18%74,021CommonSOLE
437076102HDHOME DEPOT INC$12.2M0.17%37,061CommonSOLE
433000106HIMSHIMS & HERS HEALTH INC$12.1M0.17%581,157CommonSOLE
23804L103DDOGDATADOG INC$12.0M0.17%101,798CommonSOLE
64110L106NFLXNETFLIX INC.$11.8M0.17%122,717CommonSOLE
808524102SCHBSCHWAB STRATEGIC TR$11.4M0.16%452,615CommonSOLE
512807306LRCXLAM RESEARCH CORP$11.2M0.16%52,592CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$10.8M0.16%67,002CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$10.6M0.15%147,681CommonSOLE
369604301GEGE AEROSPACE$10.6M0.15%37,225CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$10.5M0.15%51,612CommonSOLE
46090E103QQQINVESCO QQQ TR$10.4M0.15%18,011CommonSOLE
464287499IWRISHARES TR$10.4M0.15%106,888CommonSOLE
172967424CCITIGROUP INC$10.2M0.15%89,512CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$10.1M0.14%137,201CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$10.0M0.14%2,384CommonSOLE
58933Y105MRKMERCK & CO INC$10.0M0.14%83,143CommonSOLE
46429B747STIPISHARES TR$9.9M0.14%95,580CommonSOLE
68389X105ORCLORACLE CORP$9.8M0.14%66,573CommonSOLE
742718109PGPROCTER & GAMBLE CO$9.6M0.14%66,643CommonSOLE
464287481IWPISHARES TR$9.3M0.13%72,672CommonSOLE
025816109AXPAMERICAN EXPRESS CO$9.3M0.13%30,729CommonSOLE
922908629VOVANGUARD INDEX FDS$9.3M0.13%32,273CommonSOLE
79466L302CRMSALESFORCE INC$9.1M0.13%48,826CommonSOLE
36828A101GEVGE VERNOVA INC$9.0M0.13%10,366CommonSOLE
00206R102TAT&T INC$8.7M0.13%301,242CommonSOLE
949746101WMT2WELLS FARGO & CO$8.7M0.12%109,407CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$8.7M0.12%49,609CommonSOLE
872540109TJXTJX COS INC NEW$8.5M0.12%53,088CommonSOLE
485924104KRMNKARMAN HLDGS INC$8.4M0.12%104,928CommonSOLE
038222105AMATAPPLIED MATLS INC$8.4M0.12%24,510CommonSOLE
78464A664SPTLSPDR SERIES TRUST$8.4M0.12%318,188CommonSOLE
80004C200SNDKSANDISK CORP$8.2M0.12%12,954CommonSOLE
464287622IWBISHARES TR$8.1M0.12%22,592CommonSOLE
191216100KOCOCA COLA CO$8.0M0.12%105,579CommonSOLE
464287150ITOTISHARES TR$7.9M0.11%55,634CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$7.9M0.11%29,273CommonSOLE
922908744VTVVANGUARD INDEX FDS$7.8M0.11%39,738CommonSOLE
580135101MCDMCDONALDS CORP$7.7M0.11%24,812CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$7.3M0.10%145,515CommonSOLE
316773100FITBFIFTH THIRD BANCORP$7.3M0.10%156,509CommonSOLE
482480100KLACKLA CORP$7.3M0.10%4,928CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$7.2M0.10%29,834CommonSOLE
G54950103LINLINDE PLC$7.2M0.10%14,545CommonSOLE
25809K105DASHDOORDASH INC$7.2M0.10%47,750CommonSOLE
713448108PEPPEPSICO INC$7.0M0.10%45,320CommonSOLE
02209S103MOALTRIA GROUP INC$7.0M0.10%105,670CommonSOLE
20825C104COPCONOCOPHILLIPS$7.0M0.10%52,707CommonSOLE
65339F101NEENEXTERA ENERGY INC$6.9M0.10%74,358CommonSOLE
244199105DEDEERE & CO$6.8M0.10%12,157CommonSOLE
46432F339QUALISHARES TR$6.8M0.10%35,336CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$6.7M0.10%420,643CommonSOLE
032654105ADIANALOG DEVICES INC$6.6M0.10%20,848CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$6.4M0.09%13,108CommonSOLE
571903202MARMARRIOTT INTL INC NEW$6.4M0.09%19,634CommonSOLE
458140100INTCINTEL CORP$6.4M0.09%144,699CommonSOLE
002824100ABTABBOTT LABORATORIES$6.3M0.09%61,451CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$6.2M0.09%85,632CommonSOLE
717081103PFEPFIZER INC$6.1M0.09%218,158CommonSOLE
375558103GILDGILEAD SCIENCES INC$6.1M0.09%43,831CommonSOLE
020002101ALLALLSTATE CORP$6.1M0.09%29,232CommonSOLE
501044101KRKROGER CO$6.1M0.09%83,695CommonSOLE
N07059210ASMLASML HLDG NV$6.0M0.09%4,578CommonSOLE
56585A102MPCMARATHON PETE CORP$6.0M0.09%24,560CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$6.0M0.09%17,368CommonSOLE
701094104PHPARKER-HANNIFIN CORP$6.0M0.09%6,695CommonSOLE
74316P579AKREPROFESIONALLY MANAGED PORTFO$6.0M0.09%113,354CommonSOLE
G29183103ETNEATON CORP PLC$5.9M0.09%16,615CommonSOLE
369550108GDGENERAL DYNAMICS CORP$5.9M0.08%17,198CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$5.8M0.08%68,417CommonSOLE
743315103PGRPROGRESSIVE CORP$5.8M0.08%29,379CommonSOLE
464287234EEMISHARES TR$5.8M0.08%101,863CommonSOLE
09290D101BLKBLACKROCK INC$5.8M0.08%5,999CommonSOLE
88025U109TXG10X GENOMICS INC$5.7M0.08%269,768CommonSOLE
464287689IWVISHARES TR$5.7M0.08%15,435CommonSOLE
880770102TERTERADYNE INC$5.7M0.08%19,170CommonSOLE
031162100AMGNAMGEN INC$5.7M0.08%16,148CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$5.6M0.08%30,279CommonSOLE
617446448MSMORGAN STANLEY$5.6M0.08%34,212CommonSOLE
548661107LOWLOWES COS INC$5.6M0.08%23,769CommonSOLE
46434G103IEMGISHARES INC$5.6M0.08%80,202CommonSOLE
126408103CSXCSX CORP$5.5M0.08%134,247CommonSOLE
219350105GLWCORNING INC$5.5M0.08%40,347CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$5.5M0.08%25,414CommonSOLE
651639106NEMNEWMONT CORP$5.5M0.08%50,454CommonSOLE
009066101ABNBAIRBNB INC$5.4M0.08%42,679CommonSOLE
438516106HONHONEYWELL INTL INC$5.4M0.08%23,814CommonSOLE
78463V107GLDSPDR GOLD TR$5.4M0.08%12,506CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$5.4M0.08%95,083CommonSOLE
209115104EDCONSOLIDATED EDISON INC$5.3M0.08%47,179CommonSOLE
217204106CPRTCOPART INC$5.3M0.08%158,783CommonSOLE
125269100CFCF INDUSTRIES HOLD$5.3M0.08%40,499CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$5.3M0.08%22,530CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS$5.2M0.08%89,436CommonSOLE
92204A702VGTVANGUARD WORLD FD$5.2M0.07%7,483CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$5.2M0.07%11,279CommonSOLE
231021106CMICUMMINS INC$5.2M0.07%9,642CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$5.2M0.07%11,897CommonSOLE
464289438IWYISHARES TR$5.1M0.07%20,691CommonSOLE
H1467J104CBCHUBB LTD SWITZ$5.1M0.07%15,658CommonSOLE
33829M101FIVEFIVE BELOW INC$5.1M0.07%22,232CommonSOLE
23918K108DVADAVITA INC$4.9M0.07%32,033CommonSOLE
461202103INTUINTUIT$4.9M0.07%11,219CommonSOLE
574599106MASMASCO CORP$4.8M0.07%80,286CommonSOLE
872590104TMUST-MOBILE US INC$4.8M0.07%22,936CommonSOLE
747525103QCOMQUALCOMM INC$4.8M0.07%37,383CommonSOLE
254687106DISDISNEY WALT CO$4.8M0.07%49,857CommonSOLE
907818108UNPUNION PAC CORP$4.8M0.07%19,593CommonSOLE
78409V104SPGIS&P GLOBAL INC$4.7M0.07%11,139CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$4.7M0.07%4,325CommonSOLE
172755100CRUSCIRRUS LOGIC INC$4.7M0.07%32,585CommonSOLE
82846H405QXOQXO INC$4.7M0.07%241,726CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$4.7M0.07%24,830CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$4.7M0.07%25,609CommonSOLE
718546104PSXPHILLIPS 66$4.6M0.07%25,364CommonSOLE
962166104WYWEYERHAEUSER CO$4.6M0.07%188,379CommonSOLE
443201108HWMHOWMET AEROSPACE INC$4.5M0.07%19,712CommonSOLE
609207105MDLZMONDELEZ INTL INC$4.5M0.06%77,825CommonSOLE
278642103EBAYEBAY INC.$4.4M0.06%48,359CommonSOLE
94106L109WMWASTE MGMT INC DEL$4.4M0.06%19,060CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$4.4M0.06%47,152CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$4.3M0.06%71,314CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$4.3M0.06%6CommonSOLE
G51502105JCIJOHNSON CONTROLS INTERNATION$4.3M0.06%32,819CommonSOLE
20030N101CMCSACOMCAST CORP NEW$4.3M0.06%149,479CommonSOLE
526107107LIILENNOX INTL INC$4.3M0.06%9,213CommonSOLE
052769106ADSKAUTODESK INC$4.3M0.06%17,847CommonSOLE
31428X106FDXFEDEX CORP$4.3M0.06%11,963CommonSOLE
855244109SBUXSTARBUCKS CORP$4.2M0.06%47,053CommonSOLE
969457100WMBWILLIAMS COS INC$4.2M0.06%57,878CommonSOLE
01973R101ALSNALLISON TRANSMISSION HLDGS I$4.2M0.06%35,795CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$4.2M0.06%31,877CommonSOLE
097023105BABOEING CO$4.2M0.06%20,944CommonSOLE
896288107TNETTRINET GROUP INC$4.1M0.06%113,862CommonSOLE
25659T107DLBDOLBY LABORATORIES INC$4.1M0.06%68,821CommonSOLE
235851102DHRDANAHER CORP DEL$4.1M0.06%21,684CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$4.1M0.06%25,628CommonSOLE
256746108DLTRDOLLAR TREE INC$4.1M0.06%37,382CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$4.1M0.06%19,260CommonSOLE
751212101RLRALPH LAUREN CORP$4.1M0.06%11,864CommonSOLE
40412C101HCAHCA HEALTHCARE INC$4.1M0.06%8,612CommonSOLE
291011104EMREMERSON ELEC CO$4.1M0.06%31,062CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$4.1M0.06%54,148CommonSOLE
58155Q103MCKMCKESSON CORP$4.1M0.06%4,683CommonSOLE
18915M107NETCLOUDFLARE INC$4.0M0.06%19,560CommonSOLE
81762P102NOWSERVICENOW INC$4.0M0.06%38,448CommonSOLE
228368106CCKCROWN HLDGS INC$4.0M0.06%40,072CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$4.0M0.06%17,326CommonSOLE
464287507IJHISHARES TR$4.0M0.06%59,212CommonSOLE
88023U101SGISOMNIGROUP INTERNATIONAL INC$4.0M0.06%53,948CommonSOLE
231561101CWCURTISS WRIGHT CORP$4.0M0.06%5,824CommonSOLE
921910840MGVVANGUARD WORLD FD$3.9M0.06%27,180CommonSOLE
87612E106TGTTARGET CORP$3.9M0.06%32,486CommonSOLE
G0593M107AZNASTRAZENECA PLC$3.9M0.06%20,119CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$3.9M0.06%26,943CommonSOLE
03831W108APPAPPLOVIN CORP$3.9M0.06%9,735CommonSOLE
00724F101ADBEADOBE INC$3.8M0.06%15,802CommonSOLE
882508104TXNTEXAS INSTRS INC$3.8M0.06%19,777CommonSOLE
126650100CVSCVS HEALTH CORP$3.8M0.05%53,374CommonSOLE
247361702DALDELTA AIR LINES INC$3.8M0.05%56,430CommonSOLE
464288356CMFISHARES TR$3.7M0.05%65,718CommonSOLE
03852U106ARMKARAMARK$3.7M0.05%92,065CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$3.7M0.05%14,222CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$3.7M0.05%17,756CommonSOLE
09260D107BXBLACKSTONE INC$3.7M0.05%32,044CommonSOLE
911312106UPSUNITED PARCEL SVCS INC$3.7M0.05%37,313CommonSOLE
184496107CLHCLEAN HARBORS INC$3.7M0.05%12,779CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$3.7M0.05%9,351CommonSOLE
894164102TNLTRAVEL PLUS LEISURE CO$3.6M0.05%52,748CommonSOLE
457187102INGRINGREDION INC$3.6M0.05%32,244CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$3.6M0.05%13,034CommonSOLE
989701107ZIONZIONS BANCORPORATION NATL AS$3.6M0.05%62,527CommonSOLE
G5960L103MDTMEDTRONIC PLC$3.6M0.05%41,515CommonSOLE
922908736VUGVANGUARD INDEX FDS$3.6M0.05%8,221CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$3.6M0.05%18,021CommonSOLE
863667101SYKSTRYKER CORPORATION$3.6M0.05%10,831CommonSOLE
876030107TPRTAPESTRY INC$3.5M0.05%25,136CommonSOLE
98389B100XELXCEL ENERGY INC$3.5M0.05%44,564CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$3.5M0.05%26,890CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$3.5M0.05%17,294CommonSOLE
842587107SOSOUTHERN CO$3.5M0.05%36,308CommonSOLE
55306N104MKSIMKS INC.$3.5M0.05%15,248CommonSOLE
075887109BDXBECTON DICKINSON & CO$3.5M0.05%22,261CommonSOLE
147528103CASYCASEYS GEN STORES INC$3.5M0.05%4,783CommonSOLE
74340W103PLDPROLOGIS INC.$3.5M0.05%26,315CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$3.5M0.05%12,364CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$3.4M0.05%107,747CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$3.4M0.05%7,108CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$3.4M0.05%9,975CommonSOLE
464288273SCZISHARES TR$3.4M0.05%43,500CommonSOLE
33738D101EMLPFIRST TR EXCHANGE-TRADED FD$3.4M0.05%78,067CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$3.4M0.05%4,969CommonSOLE
704326107PAYXPAYCHEX INC$3.4M0.05%36,585CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$3.4M0.05%56,154CommonSOLE
90384S303ULTAULTA BEAUTY INC$3.4M0.05%6,415CommonSOLE
464287309IVWISHARES TR$3.3M0.05%29,612CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$3.3M0.05%109,030CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$3.3M0.05%12,148CommonSOLE
55024U109LITELUMENTUM HLDGS INC$3.3M0.05%4,741CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$3.3M0.05%11,796CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$3.3M0.05%16,187CommonSOLE
257651109DCIDONALDSON INC$3.3M0.05%38,854CommonSOLE
95040Q104WELLWELLTOWER INC$3.3M0.05%16,574CommonSOLE
35137L105FOXAFOX CORP$3.3M0.05%56,038CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$3.3M0.05%7,849CommonSOLE
74762E102QUREQUANTA SVCS INC$3.3M0.05%5,950CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$3.3M0.05%27,529CommonSOLE
533900106LECOLINCOLN ELEC HLDGS INC$3.3M0.05%13,110CommonSOLE
278865100ECLECOLAB INC$3.3M0.05%12,270CommonSOLE
693718108PCARPACCAR INC$3.3M0.05%28,170CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$3.2M0.05%20,654CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$3.2M0.05%7,247CommonSOLE
53815P108RAMPLIVERAMP HLDGS INC$3.2M0.05%121,939CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP CO$3.2M0.05%37,664CommonSOLE
87612G101TRGPTARGA RES CORP$3.2M0.05%12,855CommonSOLE
16411R208LNGCHENIERE ENERGY INC$3.2M0.05%11,335CommonSOLE
781154109RBRKRUBRIK INC.$3.2M0.05%65,630CommonSOLE
12572Q105CMECME GROUP INC$3.2M0.05%10,873CommonSOLE
189054109CLXCLOROX CO DEL$3.2M0.05%30,968CommonSOLE
22052L104CTVACORTEVA INC$3.2M0.05%38,276CommonSOLE
260003108DOVDOVER CORP$3.2M0.05%15,326CommonSOLE
66987V109NVSNOVARTIS AG$3.2M0.05%20,845CommonSOLE
682680103OKEONEOK INC NEW$3.1M0.05%34,827CommonSOLE
031100100AMEAMETEK INC$3.1M0.05%14,655CommonSOLE
G8060N102STSENSATA TECHNOLOGIES HLDG PL$3.1M0.04%88,956CommonSOLE
76680R206RNGRINGCENTRAL INC$3.1M0.04%84,226CommonSOLE
35671D857FCXFREEPORT MCMORAN INC$3.1M0.04%53,197CommonSOLE
82655M206SIFYSIFY TECHNOLOGIES LTD$3.1M0.04%244,426CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$3.1M0.04%23,343CommonSOLE
117043109BCBRUNSWICK CORP$3.1M0.04%42,508CommonSOLE
143658300CCL1EURCARNIVAL CORP$3.1M0.04%119,296CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$3.1M0.04%112,175CommonSOLE
23331A109DHID R HORTON INC$3.1M0.04%22,360CommonSOLE
466313103JBLJABIL INC$3.1M0.04%11,511CommonSOLE
91913Y100VLOVALERO ENERGY CORP$3.1M0.04%12,349CommonSOLE
285512109EAELECTRONIC ARTS INC$3.0M0.04%14,928CommonSOLE
780259305SHELSHELL PLC$3.0M0.04%32,659CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GROUP$3.0M0.04%37,399CommonSOLE
95082P105WCCWESCO INTL INC$3.0M0.04%11,036CommonSOLE
11135F901AVGOBROADCOM INC$3.0M0.04%300CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$3.0M0.04%9,409CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC$3.0M0.04%68,734CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$3.0M0.04%15,351CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$3.0M0.04%126,079CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$3.0M0.04%32,559CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$3.0M0.04%19,775CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$3.0M0.04%64,553CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$3.0M0.04%8,345CommonSOLE
37954Y673PAVEGLOBAL X FDS$2.9M0.04%57,537CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$2.9M0.04%17,673CommonSOLE
H2906T109GRMNGARMIN LTD$2.9M0.04%12,512CommonSOLE
452327109ILMNILLUMINA INC$2.9M0.04%23,537CommonSOLE
682189105ONON SEMICONDUCTOR CORP$2.9M0.04%46,728CommonSOLE
08265T208BSYBENTLEY SYS INC$2.9M0.04%82,099CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$2.9M0.04%19,193CommonSOLE
806857108SLBSLB LIMITED$2.9M0.04%56,006CommonSOLE
268150109DTDYNATRACE INC$2.9M0.04%77,783CommonSOLE
74736K101QRVOQORVO INC$2.9M0.04%37,099CommonSOLE
911363109URIUNITED RENTALS INC$2.9M0.04%3,931CommonSOLE
65249B109NWSANEWS CORP NEW$2.9M0.04%114,799CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$2.9M0.04%16,562CommonSOLE
33739Q804EIPXFIRST TR EXCHANGE-TRADED FD$2.8M0.04%88,414CommonSOLE
90138F102TWLOTWILIO INC$2.8M0.04%22,551CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$2.8M0.04%41,464CommonSOLE
98585X104YETIYETI HLDGS INC$2.8M0.04%76,892CommonSOLE
50212V100LPLALPL FINL HLDGS INC$2.8M0.04%9,343CommonSOLE
760759100RSGREPUBLIC SVCS INC$2.8M0.04%12,779CommonSOLE
142339100CSLCARLISLE COS INC$2.8M0.04%8,371CommonSOLE
404280406HSBCHSBC HLDGS PLC$2.8M0.04%33,754CommonSOLE
03027X100AMTAMERICAN TOWER CORP$2.8M0.04%16,128CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$2.8M0.04%9,530CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$2.8M0.04%27,817CommonSOLE
03073E105CORCENCORA INC$2.7M0.04%8,709CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$2.7M0.04%8,997CommonSOLE
446413106HIIHUNTINGTON INGALLS INDS INC$2.7M0.04%7,195CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$2.7M0.04%10,895CommonSOLE
G0176J109ALLEALLEGION PLC$2.7M0.04%18,773CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$2.7M0.04%15,674CommonSOLE
336433107FSLRFIRST SOLAR INC$2.7M0.04%13,754CommonSOLE
34959E109FTNTFORTINET INC$2.7M0.04%33,176CommonSOLE
871607107SNPSSYNOPSYS INC$2.7M0.04%6,834CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$2.7M0.04%18,481CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$2.7M0.04%13,649CommonSOLE
64110D104NTAPNETAPP INC$2.7M0.04%26,425CommonSOLE
88579Y101MMM3M CO$2.7M0.04%18,623CommonSOLE
053332102AZOAUTOZONE INC$2.7M0.04%800CommonSOLE
887389104TKRTIMKEN CO$2.7M0.04%26,810CommonSOLE
200525103CBSHCOMMERCE BANCSHARES INC$2.7M0.04%54,765CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$2.7M0.04%9,386CommonSOLE
038336103ATRAPTARGROUP INC$2.7M0.04%21,339CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$2.7M0.04%7,487CommonSOLE
256163106DOCUDOCUSIGN INC$2.7M0.04%56,673CommonSOLE
745867101PHMPULTE GROUP INC$2.7M0.04%22,756CommonSOLE
37045V100GMGENERAL MTRS CO$2.7M0.04%35,912CommonSOLE
98138H101WDAYWORKDAY INC$2.7M0.04%20,509CommonSOLE
902973304USBUS BANCORP$2.7M0.04%50,995CommonSOLE
929740108WABWABTEC$2.7M0.04%10,610CommonSOLE
26884U109EPREPR PPTYS$2.7M0.04%53,063CommonSOLE
224441105CXTCRANE NXT CO$2.6M0.04%65,221CommonSOLE
171779309CIENCIENA CORP$2.6M0.04%6,787CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$2.6M0.04%27,399CommonSOLE
28414H103ELANELANCO ANIMAL HEALTH INC$2.6M0.04%109,719CommonSOLE
009158106APDAIR PRODUCTS AND CHEMICALS I$2.6M0.04%9,031CommonSOLE
30040W108ESEVERSOURCE ENERGY$2.6M0.04%37,748CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$2.6M0.04%15,908CommonSOLE
615369105MCOMOODYS CORP$2.6M0.04%5,976CommonSOLE
277276101EGPEASTGROUP PPTYS INC$2.6M0.04%14,061CommonSOLE
12514G108CDWCDW CORP$2.6M0.04%21,505CommonSOLE
871829107SYYSYSCO CORP$2.6M0.04%36,467CommonSOLE
192422103CGNXCOGNEX CORP$2.6M0.04%52,957CommonSOLE
896239100TRMBTRIMBLE INC$2.6M0.04%39,607CommonSOLE
912008109USFDUS FOODS HLDG CORP$2.6M0.04%28,013CommonSOLE
920253101VMIVALMONT INDS INC$2.6M0.04%6,452CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$2.6M0.04%12,200CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$2.6M0.04%56,996CommonSOLE
84790A105SPBSPECTRUM BRANDS HOLDINGS INC$2.6M0.04%34,975CommonSOLE
69370C100PTCPTC INC$2.6M0.04%18,065CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$2.6M0.04%76,559CommonSOLE
654106103NKENIKE INC$2.6M0.04%48,581CommonSOLE
053611109AVYAVERY DENNISON CORP$2.6M0.04%14,860CommonSOLE
172908105CTASCINTAS CORP$2.6M0.04%15,141CommonSOLE
77543R102ROKUROKU INC$2.6M0.04%27,055CommonSOLE
778296103ROSTROSS STORES INC$2.6M0.04%11,802CommonSOLE
197236102COLBCOLUMBIA BKG SYS INC$2.6M0.04%93,188CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$2.5M0.04%39,458CommonSOLE
629377508NRGNRG ENERGY INC$2.5M0.04%17,435CommonSOLE
302520101FNBF N B CORP$2.5M0.04%152,378CommonSOLE
45337C102INCYINCYTE CORP$2.5M0.04%27,019CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$2.5M0.04%50,527CommonSOLE
743606105PBPROSPERITY BANCSHARES INC$2.5M0.04%37,763CommonSOLE
922908637VVVANGUARD INDEX FDS$2.5M0.04%8,487CommonSOLE
589378108MRCYMERCURY SYS INC$2.5M0.04%34,620CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$2.5M0.04%13,286CommonSOLE
921909768VXUSVANGUARD STAR FDS$2.5M0.04%32,612CommonSOLE
30161N101EXCEXELON CORP$2.5M0.04%51,106CommonSOLE
833034101SNASNAP ON INC$2.5M0.04%6,879CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$2.5M0.04%8,492CommonSOLE
G87052109TELTE CONNECTIVITY PLC$2.5M0.04%11,845CommonSOLE
688239201OSKOSHKOSH CORP$2.5M0.04%16,778CommonSOLE
253868103DLRDIGITAL RLTY TR INC$2.4M0.04%13,586CommonSOLE
665859104NTRSNORTHERN TR CORP$2.4M0.04%17,540CommonSOLE
354613101BENFRANKLIN RESOURCES INC$2.4M0.03%102,887CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$2.4M0.03%30,314CommonSOLE
857477103STTSTATE STR CORP$2.4M0.03%19,126CommonSOLE
62886E108VYXNCR VOYIX CORPORATION$2.4M0.03%381,274CommonSOLE
34354P105FLSFLOWSERVE CORP$2.4M0.03%32,821CommonSOLE
426281101JKHYHENRY JACK & ASSOC INC$2.4M0.03%15,261CommonSOLE
311900104FASTFASTENAL CO$2.4M0.03%51,918CommonSOLE
512816109LAMRLAMAR ADVERTISING CO$2.4M0.03%18,967CommonSOLE
45687V106IRINGERSOLL RAND INC$2.4M0.03%29,810CommonSOLE
91347P105OLEDUNIVERSAL DISPLAY CORP$2.4M0.03%26,041CommonSOLE
008252108AMGAFFILIATED MANAGERS GROUP$2.4M0.03%8,608CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$2.4M0.03%24,602CommonSOLE
832696405SJMSMUCKER J M CO$2.4M0.03%24,607CommonSOLE
896945201TRIPTRIPADVISOR INC$2.4M0.03%222,081CommonSOLE
46266C105IQVIQVIA HLDGS INC$2.4M0.03%13,866CommonSOLE
74624M102PEVERPURE INC$2.4M0.03%40,035CommonSOLE
103304101BYDBOYD GAMING CORP$2.4M0.03%28,752CommonSOLE
29977A105EVREVERCORE INC$2.4M0.03%7,908CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$2.4M0.03%150,660CommonSOLE
443510607HUBBHUBBELL INC$2.3M0.03%4,787CommonSOLE
553498106MSAMSA SAFETY INC$2.3M0.03%14,264CommonSOLE
92939U106WECWEC ENERGY GROUP INC$2.3M0.03%20,161CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$2.3M0.03%3,017CommonSOLE
464288117IGOVISHARES TR$2.3M0.03%56,705CommonSOLE
883203101TXTTEXTRON INC$2.3M0.03%26,587CommonSOLE
92047W101VVVVALVOLINE INC$2.3M0.03%68,848CommonSOLE
03743Q108APAAPA CORPORATION$2.3M0.03%54,637CommonSOLE
125523100CITHE CIGNA GROUP$2.3M0.03%8,632CommonSOLE
928254101VIRTVIRTU FINL INC$2.3M0.03%52,318CommonSOLE
74743L100QQNITY ELECTRONICS INC$2.3M0.03%19,896CommonSOLE
902494103TSNTYSON FOODS INC$2.3M0.03%35,818CommonSOLE
086516101BBYBEST BUY INC$2.3M0.03%35,735CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$2.3M0.03%14,739CommonSOLE
25746U109DDOMINION ENERGY INC$2.3M0.03%36,972CommonSOLE
451107106IDAIDACORP INC$2.3M0.03%15,935CommonSOLE
655663102NDSNNORDSON CORP$2.3M0.03%8,559CommonSOLE
G39108108GTESGATES INDL CORP PLC$2.3M0.03%100,396CommonSOLE
001055102AFLAFLAC INC$2.3M0.03%20,523CommonSOLE
46434G822EWJISHARES INC$2.3M0.03%26,664CommonSOLE
03076C106AMPAMERIPRISE FINL INC$2.2M0.03%5,051CommonSOLE
892672106TWTRADEWEB MKTS INC$2.2M0.03%19,033CommonSOLE
256677105DGDOLLAR GEN CORP$2.2M0.03%18,835CommonSOLE
55261F104MTBM & T BK CORP$2.2M0.03%10,811CommonSOLE
46982L108JJACOBS SOLUTIONS INC$2.2M0.03%17,550CommonSOLE
29415F104NVSTENVISTA HOLDINGS CORPORATION$2.2M0.03%87,917CommonSOLE
418056107HASHASBRO INC$2.2M0.03%23,823CommonSOLE
72352L106PINSPINTEREST INC$2.2M0.03%121,224CommonSOLE
297178105ESSESSEX PPTY TR INC$2.2M0.03%9,185CommonSOLE
32054K103FRFIRST INDL RLTY TR INC$2.2M0.03%38,357CommonSOLE
91332U101UUNITY SOFTWARE INC$2.2M0.03%100,834CommonSOLE
260557103DOWDOW HLDGS INC$2.2M0.03%52,997CommonSOLE
19247G107COHRCOHERENT CORP$2.2M0.03%9,263CommonSOLE
28618M106ESIELEMENT SOLUTIONS INC$2.2M0.03%64,591CommonSOLE
384109104GGGGRACO INC$2.2M0.03%26,036CommonSOLE
229899109CFRCULLEN FROST BANKERS INC$2.2M0.03%16,002CommonSOLE
115236101BROBROWN & BROWN INC$2.2M0.03%33,487CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$2.2M0.03%40,674CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$2.2M0.03%35,495CommonSOLE
60937P106MDBMONGODB INC$2.2M0.03%8,875CommonSOLE
012653101ALBALBEMARLE CORP$2.2M0.03%12,093CommonSOLE
493267108KEYKEYCORP$2.2M0.03%108,138CommonSOLE
833445109SNOWSNOWFLAKE INC$2.2M0.03%14,336CommonSOLE
09253N104MHDBLACKROCK MUNIHOLDINGS FD IN$2.2M0.03%191,652CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$2.2M0.03%26,872CommonSOLE
127190304CACICACI INTL INC$2.2M0.03%3,954CommonSOLE
12510Q100CCCCCC INTELLIGENT SOLUTIONS HL$2.1M0.03%357,491CommonSOLE
969904101WSMWILLIAMS SONOMA INC$2.1M0.03%11,746CommonSOLE
32051X108FHBFIRST HAWAIIAN INC$2.1M0.03%86,809CommonSOLE
553530106MSMMSC INDL DIRECT INC$2.1M0.03%23,172CommonSOLE
45168D104IDXXIDEXX LABS INC$2.1M0.03%3,784CommonSOLE
302941109FCNFTI CONSULTING INC$2.1M0.03%12,010CommonSOLE
71601V105WOOFPETCO HEALTH & WELLNESS CO I$2.1M0.03%763,543CommonSOLE
770700102HOODROBINHOOD MKTS INC$2.1M0.03%30,614CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$2.1M0.03%27,463CommonSOLE
754907103RYNRAYONIER INC$2.1M0.03%102,474CommonSOLE
22822V101CCICROWN CASTLE INC$2.1M0.03%25,968CommonSOLE
537008104LFUSLITTELFUSE INC$2.1M0.03%6,213CommonSOLE
904767803ULUNILEVER PLC$2.1M0.03%36,980CommonSOLE
59156R108METMETLIFE INC$2.1M0.03%29,720CommonSOLE
98850P109YUMCYUM CHINA HLDGS INC$2.1M0.03%42,968CommonSOLE
92343E102VRSNVERISIGN INC$2.1M0.03%8,415CommonSOLE
315616102FFIVF5 INC$2.1M0.03%7,216CommonSOLE
464288257ACWIISHARES TR$2.1M0.03%15,084CommonSOLE
816851109SRESEMPRA$2.1M0.03%21,451CommonSOLE
98978V103ZTSZOETIS INC$2.1M0.03%17,611CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$2.1M0.03%18,256CommonSOLE
05550J101BJBJS WHSL CLUB HLDGS INC$2.1M0.03%21,138CommonSOLE
G02602103DOXAMDOCS LTD$2.1M0.03%31,829CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$2.1M0.03%54,656CommonSOLE
761152107RMDRESMED INC$2.1M0.03%9,178CommonSOLE
384802104GWWWW GRAINGER INC$2.1M0.03%1,887CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$2.1M0.03%107,417CommonSOLE

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.