MondegarAI
Legacy Capital Wealth Partners, LLC

Q1 2026 · 13F-HR

Legacy Capital Wealth Partners, LLCholdings as filed

Filed 2026-05-15 · accession 0001951757-26-000872

$485.4M
Reported value
385
Positions
2026-03-31
Period end
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The Brief · Legacy Capital Wealth Partners, LLC · Q1 2026

AI · grounded in 13F

Legacy Capital Wealth Partners, LLC established a new position in DHI valued at $14.87M. The fund also opened new stakes in RSP for $3.91M and SH for $1.82M. On the sell side, the fund closed its positions in SPYI and BIL, reducing exposure by $4M and $3.86M respectively. Additionally, the fund significantly increased its share counts in INTC by 612.27% and BLK by 417.49%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
931142103WMTWALMART INC$61.0M12.6%491,110CommonNONE
445658107JBHTHUNT J B TRANS SVCS INC$22.5M4.63%106,094CommonNONE
23331A109DHID R HORTON INC$14.9M3.06%108,370CommonNONE
33738R506RDVYFIRST TR EXCHANGE TRADED FD$10.6M2.17%162,100CommonNONE
88160R101TSLATESLA INC$9.7M1.99%26,011CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$9.1M1.88%73,593CommonNONE
46138G698RWLINVESCO EXCH TRADED FD TR II$8.4M1.72%78,707CommonNONE
33740F722FJUNFIRST TR EXCHNG TRADED FD VI$8.3M1.72%147,530CommonNONE
464287200IVVISHARES TR$7.9M1.63%12,106CommonNONE
364760108GAPGAP INC$7.3M1.51%303,581CommonNONE
46137V308PKWINVESCO EXCHANGE TRADED FD T$7.0M1.43%58,758CommonNONE
67066G104NVDANVIDIA CORPORATION$6.9M1.42%39,489CommonNONE
922908363VOOVANGUARD INDEX FDS$6.7M1.37%11,151CommonNONE
037833100AAPLAPPLE INC$6.4M1.31%25,143CommonNONE
33740F862FAUGFIRST TR EXCHNG TRADED FD VI$6.0M1.23%115,300CommonNONE
26875P101EOGEOG RES INC$5.8M1.19%40,083CommonNONE
33740F573YMARFIRST TR EXCHNG TRADED FD VI$4.3M0.88%159,621CommonNONE
47103U845JAAAJANUS DETROIT STR TR$4.2M0.87%83,854CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$3.9M0.80%20,347CommonNONE
023135106AMZNAMAZON COM INC$3.7M0.77%17,977CommonNONE
594918104MSFTMICROSOFT CORP$3.7M0.76%9,954CommonNONE
98149E303GLDMWORLD GOLD TR$3.6M0.74%38,898CommonNONE
30303M102METAMETA PLATFORMS INC$3.6M0.73%6,213CommonNONE
02079K305GOOGLALPHABET INC$3.3M0.67%11,304CommonNONE
25434V104DFAUDIMENSIONAL ETF TRUST$3.0M0.61%65,957CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$2.9M0.60%74,638CommonNONE
90139K605GMOVGMO ETF TRUST$2.9M0.59%102,653CommonNONE
06417N103OZKBANK OZK LITTLE ROCK ARK$2.8M0.58%61,746CommonNONE
87151X101SYMSYMBOTIC INC$2.8M0.58%52,505CommonNONE
72201R577BILZPIMCO ETF TR$2.7M0.56%26,959CommonNONE
464288687PFFISHARES TR$2.5M0.51%80,928CommonNONE
25434V880DFAXDIMENSIONAL ETF TRUST$2.4M0.50%71,973CommonNONE
25434V203DFAIDIMENSIONAL ETF TRUST$2.4M0.49%60,945CommonNONE
09290D101BLKBLACKROCK INC$2.2M0.46%2,308CommonNONE
464289883AOKISHARES TR$2.2M0.45%54,879CommonNONE
458140100INTCINTEL CORP$2.2M0.45%49,296CommonNONE
37954Y293MLPXGLOBAL X FDS$2.1M0.44%29,030CommonNONE
87283Q867TCAFT ROWE PRICE ETF INC$2.1M0.44%60,010CommonNONE
30231G102XOMEXXON MOBIL CORP$2.1M0.43%12,310CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$2.1M0.43%18,677CommonNONE
166764100CVXCHEVRON CORPORATION$2.1M0.42%9,958CommonNONE
72201R833MINTPIMCO ETF TR$2.0M0.41%19,725CommonNONE
26922A222ACIOETF SER SOLUTIONS$2.0M0.41%46,909CommonNONE
92826C839VVISA INC$1.9M0.39%6,299CommonNONE
11135F101AVGOBROADCOM INC$1.9M0.39%6,121CommonNONE
74349Y753SHPROSHARES TR$1.8M0.37%47,897CommonNONE
46625H100JPMJPMORGAN CHASE & CO$1.8M0.37%6,175CommonNONE
512807306LRCXLAM RESEARCH CORP$1.8M0.37%8,439CommonNONE
33740F615DMARFIRST TR EXCHNG TRADED FD VI$1.8M0.37%42,131CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$1.7M0.36%34,384CommonNONE
33739P103FTLSFIRST TR EXCH TRADED FD III$1.7M0.35%24,413CommonNONE
718172109PMPHILIP MORRIS INTL INC$1.7M0.35%10,306CommonNONE
464287465EFAISHARES TR$1.7M0.35%17,476CommonNONE
376546107GAINGLADSTONE INVT CORP$1.7M0.35%119,068CommonNONE
922908744VTVVANGUARD INDEX FDS$1.7M0.34%8,414CommonNONE
02079K107GOOGALPHABET INC$1.6M0.34%5,674CommonNONE
72201R718LDURPIMCO ETF TR$1.6M0.33%16,734CommonNONE
25434V609DFATDIMENSIONAL ETF TRUST$1.6M0.33%25,341CommonNONE
140501107CSWCCAPITAL SOUTHWEST CORP$1.6M0.32%71,174CommonNONE
896442308TRINTRINITY CAP INC$1.6M0.32%105,499CommonNONE
56035L104MAINMAIN STR CAP CORP$1.5M0.31%28,752CommonNONE
38173M102GBDCGOLUB CAP BDC INC$1.5M0.31%119,692CommonNONE
04010L103ARCCARES CAPITAL CORP$1.5M0.31%83,838CommonNONE
921937835BNDVANGUARD BD INDEX FDS$1.5M0.30%19,904CommonNONE
427096508HTGCHERCULES CAPITAL INC$1.5M0.30%98,333CommonNONE
872540109TJXTJX COS INC NEW$1.4M0.30%8,988CommonNONE
64110L106NFLXNETFLIX INC.$1.4M0.29%14,790CommonNONE
78463V107GLDSPDR GOLD TR$1.4M0.29%3,267CommonNONE
09261X102BXSLBLACKSTONE SECD LENDING FD$1.4M0.29%59,101CommonNONE
316500107FDUSFIDUS INVT CORP$1.4M0.29%79,654CommonNONE
33738D408HYLSFIRST TR EXCHANGE-TRADED FD$1.4M0.28%33,917CommonNONE
83012A109TSLXSIXTH STREET SPECIALTY LENDI$1.4M0.28%74,798CommonNONE
33738D879RDVIFIRST TR EXCHANGE-TRADED FD$1.4M0.28%53,493CommonNONE
38149W622GPIXGOLDMAN SACHS ETF TR$1.4M0.28%27,301CommonNONE
33733E732WCMIFIRST TR EXCHANGE-TRADED FD$1.3M0.27%79,497CommonNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$1.3M0.27%14,309CommonNONE
33740F888UCONFIRST TR EXCHNG TRADED FD VI$1.3M0.27%52,744CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$1.3M0.27%33,781CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$1.3M0.27%3,823CommonNONE
437076102HDHOME DEPOT INC$1.3M0.26%3,889CommonNONE
78464A359CWBSPDR SERIES TRUST$1.3M0.26%13,800CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.3M0.26%2,627CommonNONE
69121K104OBDCBLUE OWL CAPITAL CORPORATION$1.3M0.26%113,334CommonNONE
902973304USBUS BANCORP$1.2M0.25%23,732CommonNONE
33740U729BUFZFIRST TR EXCHNG TRADED FD VI$1.2M0.25%46,806CommonNONE
482480100KLACKLA CORP$1.2M0.25%830CommonNONE
57636Q104MAMASTERCARD INCORPORATED$1.2M0.25%2,440CommonNONE
61774A103MSDLMORGAN STANLEY DIRECT LENDIN$1.2M0.25%86,033CommonNONE
882508104TXNTEXAS INSTRS INC$1.2M0.25%6,139CommonNONE
46432F842IEFAISHARES TR$1.2M0.24%20,434CommonNONE
376535878GLADGLADSTONE CAP CORP$1.2M0.24%68,107CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$1.2M0.24%6,716CommonNONE
464287614IWFISHARES TR$1.2M0.24%2,697CommonNONE
384802104GWWWW GRAINGER INC$1.1M0.24%1,050CommonNONE
038222105AMATAPPLIED MATLS INC$1.1M0.24%3,341CommonNONE
33738D309FTSLFIRST TR EXCHANGE-TRADED FD$1.1M0.23%25,032CommonNONE
58155Q103MCKMCKESSON CORP$1.1M0.23%1,282CommonNONE
907818108UNPUNION PAC CORP$1.1M0.23%4,561CommonNONE
00039J889TAFMAB ACTIVE ETFS INC$1.1M0.23%43,298CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$1.1M0.22%11,784CommonNONE
87283Q107TCHPT ROWE PRICE ETF INC$1.1M0.22%24,205CommonNONE
040413205ANETARISTA NETWORKS INC$1.1M0.22%8,656CommonNONE
464287481IWPISHARES TR$1.0M0.21%8,138CommonNONE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$1.0M0.21%2,110CommonNONE
742718109PGPROCTER & GAMBLE CO$985,8120.20%6,825CommonNONE
464288885EFGISHARES TR$984,1190.20%8,836CommonNONE
416515104HIGHARTFORD INSURANCE GROUP INC$964,3160.20%7,131CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$952,1540.20%31,035CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$945,9500.19%6,467CommonNONE
25434V732DFEMDIMENSIONAL ETF TRUST$939,6150.19%27,196CommonNONE
904767803ULUNILEVER PLC$939,2070.19%16,486CommonNONE
701094104PHPARKER-HANNIFIN CORP$939,0200.19%1,049CommonNONE
00206R102TAT&T INC$936,9360.19%32,319CommonNONE
05613H100BKDVBNY MELLON ETF TRUST II$923,0110.19%31,120CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$904,3420.19%14,113CommonNONE
025072133AVMVAMERICAN CENTY ETF TR$888,7970.18%11,982CommonNONE
74762E102QUREQUANTA SVCS INC$886,7040.18%1,615CommonNONE
G5960L103MDTMEDTRONIC PLC$881,1410.18%10,169CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$880,2970.18%883CommonNONE
00162Q346SMTHALPS ETF TR$866,0630.18%33,627CommonNONE
969457100WMBWILLIAMS COS INC$851,6250.18%11,701CommonNONE
478160104JNJJOHNSON & JOHNSON$849,1730.17%3,474CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$848,8730.17%1,901CommonNONE
00287Y109ABBVABBVIE INC$845,9300.17%3,890CommonNONE
37733W204GSKGSK PLC$823,1040.17%14,914CommonNONE
464287598IWDISHARES TR$803,1860.17%3,759CommonNONE
89832Q109TFCTRUIST FINL CORP$798,7750.16%17,376CommonNONE
78464A805SPTMSPDR SERIES TRUST$790,3970.16%9,997CommonNONE
N07059210ASMLASML HLDG NV$788,7610.16%597CommonNONE
911312106UPSUNITED PARCEL SVCS INC$786,1520.16%7,991CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$785,2070.16%3,773CommonNONE
G54950103LINLINDE PLC$780,0840.16%1,574CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$777,7700.16%12,696CommonNONE
532457108LLYELI LILLY & CO$774,3230.16%842CommonNONE
78464A854SPYMSPDR SERIES TRUST$773,7460.16%10,109CommonNONE
539830109LMTLOCKHEED MARTIN CORP$773,6250.16%1,280CommonNONE
372460105GPCGENUINE PARTS CO$771,4460.16%7,295CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$769,2160.16%2,229CommonNONE
427866108HSYHERSHEY CO$767,3160.16%3,691CommonNONE
127097103CTRACOTERRA ENERGY INC$764,3120.16%21,750CommonNONE
92936U109WPCWP CAREY INC$759,9290.16%11,182CommonNONE
461202103INTUINTUIT$757,2800.16%1,751CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$756,6380.16%2,594CommonNONE
00039J202TAFIAB ACTIVE ETFS INC$753,6630.16%29,931CommonNONE
548661107LOWLOWES COS INC$750,0840.15%3,175CommonNONE
75513E101RTXRTX CORPORATION$730,4360.15%3,787CommonNONE
G29183103ETNEATON CORP PLC$712,7070.15%1,993CommonNONE
45782C516EJANINNOVATOR ETFS TRUST$708,6020.15%20,884CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$706,2370.15%1,532CommonNONE
890930209TNGYTORTOISE CAPITAL SERIES TRUS$704,4990.15%67,545CommonNONE
G4705A100ICLRICON PLC$704,1300.15%6,363CommonNONE
464288588MBBISHARES TR$701,1110.14%7,384CommonNONE
G0593M107AZNASTRAZENECA PLC$700,3220.14%3,551CommonNONE
871607107SNPSSYNOPSYS INC$693,8400.14%1,750CommonNONE
46090E103QQQINVESCO QQQ TR$693,7680.14%1,202CommonNONE
25434V617DFAWDIMENSIONAL ETF TRUST$690,4370.14%9,358CommonNONE
33738R738KNGZFIRST TR EXCHANGE TRADED FD$686,0160.14%19,043CommonNONE
191216100KOCOCA COLA CO$679,4990.14%8,935CommonNONE
25243Q205DEODIAGEO PLC$668,0950.14%8,974CommonNONE
46436E718SGOVISHARES TR$666,7720.14%6,624CommonNONE
92647X830VFLOVICTORY PORTFOLIOS II$661,9050.14%16,766CommonNONE
33737A108GRIDFIRST TR EXCHANGE-TRADED FD$659,8820.14%4,034CommonNONE
F92124100TTETOTALENERGIES SE$656,6940.14%7,218CommonNONE
025072349AVLVAMERICAN CENTY ETF TR$655,8430.14%8,136CommonNONE
595112103MUMICRON TECHNOLOGY INC$653,2290.13%1,934CommonNONE
009158106APDAIR PRODUCTS AND CHEMICALS I$642,1440.13%2,211CommonNONE
743315103PGRPROGRESSIVE CORP$640,9480.13%3,233CommonNONE
142339100CSLCARLISLE COS INC$635,4570.13%1,905CommonNONE
032095101APHAMPHENOL CORP$634,6010.13%5,023CommonNONE
922908512VOEVANGUARD INDEX FDS$628,6320.13%3,411CommonNONE
72201R585PYLDPIMCO ETF TR$627,8350.13%23,963CommonNONE
436893200HOMBHOME BANCSHARES INC$625,6790.13%23,234CommonNONE
922908553VNQVANGUARD INDEX FDS$609,4590.13%6,871CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$607,6410.13%13,241CommonNONE
25434V872DFCFDIMENSIONAL ETF TRUST$602,7730.12%14,277CommonNONE
25434V500DFASDIMENSIONAL ETF TRUST$599,9610.12%8,435CommonNONE
464287804IJRISHARES TR$599,4040.12%13,186CommonNONE
80105N105SNYSANOFI SA$592,0840.12%12,289CommonNONE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$582,0340.12%6,437CommonNONE
949746101WMT2WELLS FARGO & CO$573,5460.12%7,204CommonNONE
09260D107BXBLACKSTONE INC$572,6430.12%4,980CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$569,5680.12%6,883CommonNONE
060505104BACBANK AMERICA CORP$569,0620.12%11,673CommonNONE
87612E106TGTTARGET CORP$566,6540.12%4,675CommonNONE
780259305SHELSHELL PLC$566,3220.12%6,089CommonNONE
14040H105COFCAPITAL ONE FINL CORP$565,4640.12%3,100CommonNONE
922908595VBKVANGUARD INDEX FDS$563,4730.12%1,864CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$561,8190.12%11,243CommonNONE
17275R102CSCOCISCO SYS INC$560,4560.12%7,223CommonNONE
922908538VOTVANGUARD INDEX FDS$555,6190.11%2,159CommonNONE
25434V773DFISDIMENSIONAL ETF TRUST$546,0120.11%16,217CommonNONE
33734H106FVDFIRST TR EXCHANGE-TRADED FD$540,9220.11%11,505CommonNONE
78467Y107MDYSTATE STR SPDR S&P MIDCAP 40$540,6910.11%877CommonNONE
833034101SNASNAP ON INC$538,8200.11%1,483CommonNONE
87283Q826TMSLT ROWE PRICE ETF INC$529,6630.11%14,444CommonNONE
65339F101NEENEXTERA ENERGY INC$527,1450.11%5,676CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$526,1210.11%2,660CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$525,5090.11%1,261CommonNONE
031162100AMGNAMGEN INC$521,3270.11%1,482CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$521,2830.11%10,300CommonNONE
254687106DISDISNEY WALT CO$519,1640.11%5,387CommonNONE
778296103ROSTROSS STORES INC$519,1430.11%2,396CommonNONE
911363109URIUNITED RENTALS INC$518,4930.11%712CommonNONE
78409V104SPGIS&P GLOBAL INC$516,9170.11%1,215CommonNONE
25434V401DFUSDIMENSIONAL ETF TRUST$513,9280.11%7,248CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$510,3810.11%4,581CommonNONE
49177J102KVUEKENVUE INC$507,7700.10%29,453CommonNONE
615369105MCOMOODYS CORP$505,6140.10%1,159CommonNONE
81762P102NOWSERVICENOW INC$501,8400.10%4,800CommonNONE
42250P103DOCHEALTHPEAK PROPERTIES INC$497,2870.10%30,267CommonNONE
33740F169BUFYFIRST TR EXCHNG TRADED FD VI$491,0400.10%21,941CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$489,6930.10%3,014CommonNONE
46438R105ETHAISHARES ETHEREUM TR$488,0860.10%30,833CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$487,6850.10%992CommonNONE
311900104FASTFASTENAL CO$486,4610.10%10,484CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$478,7700.10%1,723CommonNONE
74340W103PLDPROLOGIS INC.$478,2290.10%3,618CommonNONE
718546104PSXPHILLIPS 66$468,8240.10%2,573CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$464,8040.10%10,276CommonNONE
03073E105CORCENCORA INC$463,8840.10%1,477CommonNONE
46137V118PSPINVESCO EXCHANGE TRADED FD T$447,0060.09%7,909CommonNONE
78468R200FLRNSPDR SERIES TRUST$442,6780.09%14,382CommonNONE
651639106NEMNEWMONT CORP$439,0650.09%4,056CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$438,6170.09%2,212CommonNONE
48020Q107JLLJONES LANG LASALLE INC$437,9160.09%1,439CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$434,6480.09%1,606CommonNONE
46434G103IEMGISHARES INC$433,0780.09%6,209CommonNONE
33740U497DECMFIRST TR EXCHNG TRADED FD VI$431,5440.09%13,210CommonNONE
92939U106WECWEC ENERGY GROUP INC$430,5880.09%3,719CommonNONE
46432F859ISTBISHARES TR$429,6950.09%8,867CommonNONE
78464A375SPIBSPDR SERIES TRUST$423,0740.09%12,614CommonNONE
02072L433ROEEA SERIES TRUST$422,8390.09%11,934CommonNONE
25434V823DFARDIMENSIONAL ETF TRUST$421,3000.09%17,814CommonNONE
12572Q105CMECME GROUP INC$421,1680.09%1,426CommonNONE
570535104MKLMARKEL GROUP INC$421,0950.09%220CommonNONE
670100205NVONOVO-NORDISK A S$416,3670.09%11,330CommonNONE
33740U455JANMFIRST TR EXCHNG TRADED FD VI$413,8600.09%12,615CommonNONE
94106L109WMWASTE MGMT INC DEL$410,9710.08%1,788CommonNONE
84265V105SCCOSOUTHERN COPPER CORP$407,7690.08%2,370CommonNONE
256677105DGDOLLAR GEN CORP$407,0060.08%3,428CommonNONE
071813109BAXBAXTER INTL INC$405,1820.08%24,118CommonNONE
464287226AGGISHARES TR$404,1280.08%4,071CommonNONE
20030N101CMCSACOMCAST CORP NEW$401,4980.08%13,985CommonNONE
69344A107PULSPGIM ETF TR$401,4450.08%8,110CommonNONE
25434V849DFNMDIMENSIONAL ETF TRUST$398,7820.08%8,320CommonNONE
47804J792JHMBJOHN HANCOCK EXCHANGE TRADED$398,7250.08%18,113CommonNONE
03027X100AMTAMERICAN TOWER CORP$398,3510.08%2,308CommonNONE
00724F101ADBEADOBE INC$394,7620.08%1,624CommonNONE
075887109BDXBECTON DICKINSON & CO$394,1530.08%2,507CommonNONE
872590104TMUST-MOBILE US INC$392,0350.08%1,867CommonNONE
464287457SHYISHARES TR$391,7950.08%4,745CommonNONE
03831W108APPAPPLOVIN CORP$389,2440.08%978CommonNONE
816851109SRESEMPRA$382,4410.08%3,936CommonNONE
704326107PAYXPAYCHEX INC$380,9320.08%4,135CommonNONE
808513105SCHWSCHWAB CHARLES CORP$380,7130.08%4,051CommonNONE
74460D109PSAPUBLIC STORAGE OPER CO$379,0410.08%1,399CommonNONE
464287655IWMISHARES TR$379,0020.08%1,528CommonNONE
921910733ESGVVANGUARD WORLD FD$372,7360.08%3,320CommonNONE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$372,6540.08%4,110CommonNONE
69344A834PAAAPGIM ETF TR$370,1300.08%7,232CommonNONE
126650100CVSCVS HEALTH CORP$369,5410.08%5,145CommonNONE
053332102AZOAUTOZONE INC$368,1780.08%109CommonNONE
68389X105ORCLORACLE CORP$366,2080.08%2,489CommonNONE
00123Q104AGNCAGNC INVT CORP$364,9320.08%36,384CommonNONE
37959E102GLGLOBE LIFE INC$363,6510.07%2,613CommonNONE
33740F839DNOVFIRST TR EXCHNG TRADED FD VI$361,1760.07%7,539CommonNONE
693506107PPGPPG INDS INC$359,5440.07%3,364CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$357,3250.07%1,759CommonNONE
002824100ABTABBOTT LABORATORIES$357,3230.07%3,480CommonNONE
74834L100DGXQUEST DIAGNOSTICS INC$357,2100.07%1,823CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$354,3490.07%5,647CommonNONE
06849F108BBARRICK MNG CORP$352,8740.07%8,651CommonNONE
405552100HLNHALEON PLC$349,1800.07%34,883CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$336,4140.07%1,564CommonNONE
422806208HEI/AHEICO CORP NEW$334,3670.07%1,584CommonNONE
464287507IJHISHARES TR$333,1250.07%4,933CommonNONE
526057104LENLENNAR CORP$331,7920.07%3,821CommonNONE
369550108GDGENERAL DYNAMICS CORP$328,1950.07%956CommonNONE
860630102SFSTIFEL FINL CORP$324,9360.07%4,396CommonNONE
33740F680DSEPFIRST TR EXCHNG TRADED FD VI$323,8330.07%7,366CommonNONE
33740U422FEBMFIRST TR EXCHNG TRADED FD VI$322,7010.07%10,643CommonNONE
617446448MSMORGAN STANLEY$322,2860.07%1,958CommonNONE
122017106BURLBURLINGTON STORES INC$321,8010.07%989CommonNONE
808524847SCHHSCHWAB STRATEGIC TR$320,7320.07%14,925CommonNONE
697435105PANWPALO ALTO NETWORKS INC$316,9530.07%1,977CommonNONE
871829107SYYSYSCO CORP$316,5340.07%4,438CommonNONE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$313,3770.06%13,343CommonNONE
31620R303FNFFIDELITY NATL FINL INC$311,0240.06%6,706CommonNONE
824348106SHWSHERWIN WILLIAMS CO$304,8490.06%951CommonNONE
45784N726ZAPRINNOVATOR ETFS TRUST$304,0060.06%11,648CommonNONE
47103U852JMBSJANUS DETROIT STR TR$303,7900.06%6,724CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$303,1510.06%72CommonNONE
33740F243BUFSFIRST TR EXCHNG TRADED FD VI$303,1240.06%13,145CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$300,1860.06%10,305CommonNONE
008474108AEMAGNICO EAGLE MINES LTD$298,3910.06%1,470CommonNONE
59156R108METMETLIFE INC$296,3930.06%4,191CommonNONE
56585A102MPCMARATHON PETE CORP$295,5100.06%1,210CommonNONE
20825C104COPCONOCOPHILLIPS$293,5090.06%2,224CommonNONE
929160109VMCVULCAN MATLS CO$291,3580.06%1,070CommonNONE
922907746VTEBVANGUARD MUN BD FDS$291,1580.06%5,836CommonNONE
47103U886VNLAJANUS DETROIT STR TR$290,7170.06%5,950CommonNONE
451107106IDAIDACORP INC$289,7840.06%2,027CommonNONE
75526L886FEGERBB FUND TRUST$289,5690.06%6,161CommonNONE
776696106ROPROPER TECHNOLOGIES INC$288,7550.06%816CommonNONE
537008104LFUSLITTELFUSE INC$288,1350.06%849CommonNONE
464288414MUBISHARES TR$287,8790.06%2,712CommonNONE
115236101BROBROWN & BROWN INC$285,1440.06%4,373CommonNONE
855244109SBUXSTARBUCKS CORP$282,8030.06%3,157CommonNONE
457187102INGRINGREDION INC$281,8750.06%2,502CommonNONE
47804J206JHMMJOHN HANCOCK EXCHANGE TRADED$281,6360.06%4,196CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$279,5790.06%2,135CommonNONE
115637209BF/BBROWN FORMAN CORP$275,9830.06%10,438CommonNONE
45784N809ZNOVINNOVATOR ETFS TRUST$275,9080.06%10,392CommonNONE
147528103CASYCASEYS GEN STORES INC$272,4910.06%374CommonNONE
56167N183KHPIMANAGED PORTFOLIO SERIES$265,7530.05%10,977CommonNONE
438128308HMCHONDA MOTOR CO LTD$262,9610.05%10,817CommonNONE
958102105WDCWESTERN DIGITAL CORP$262,9160.05%972CommonNONE
831865209AOSSMITH A O CORP$260,9910.05%3,958CommonNONE
29355X107NPOENPRO INC$259,5940.05%1,036CommonNONE
75526L878FEOERBB FUND TRUST$258,8090.05%5,129CommonNONE
110448107BTIBRITISH AMERN TOB PLC$258,7120.05%4,425CommonNONE
426281101JKHYHENRY JACK & ASSOC INC$257,6680.05%1,630CommonNONE
084423102WRBBERKLEY W R CORP$257,1490.05%3,880CommonNONE
G87052109TELTE CONNECTIVITY PLC$255,9430.05%1,224CommonNONE
11271J107BNBROOKFIELD CORP$252,3300.05%6,235CommonNONE
41151J406WINNHARBOR ETF TRUST$250,8550.05%9,047CommonNONE
009066101ABNBAIRBNB INC$250,4130.05%1,983CommonNONE
942622200WSOWATSCO INC$248,9990.05%684CommonNONE
922908629VOVANGUARD INDEX FDS$247,7250.05%6,534CommonNONE
219350105GLWCORNING INC$247,0570.05%1,817CommonNONE
464285204IAUISHARES GOLD TR$246,3190.05%2,794CommonNONE
254543101DIODDIODES INC$245,7360.05%3,600CommonNONE
33740U406DDECFIRST TR EXCHNG TRADED FD VI$244,0710.05%5,512CommonNONE
438516106HONHONEYWELL INTL INC$241,7930.05%1,070CommonNONE
33740F698DJULFIRST TR EXCHNG TRADED FD VI$240,1030.05%5,137CommonNONE
03463K760CARYANGEL OAK FUNDS TRUST$239,4180.05%11,525CommonNONE
231021106CMICUMMINS INC$238,8710.05%444CommonNONE
637417106NNNNNN REIT INC$237,6800.05%5,655CommonNONE
91913Y100VLOVALERO ENERGY CORP$236,5990.05%958CommonNONE
81141R100SESEA LTD$235,5940.05%2,845CommonNONE
92189F643MOATVANECK ETF TRUST$235,4640.05%2,435CommonNONE
71424F105PRPERMIAN RESOURCES CORP$232,6720.05%10,913CommonNONE
890930308TPYPTORTOISE CAPITAL SERIES TRUS$232,4550.05%5,488CommonNONE
73278L105POOLPOOL CORP$232,1290.05%1,147CommonNONE
817565104SCISERVICE CORP INTL$228,9610.05%2,775CommonNONE
922908736VUGVANGUARD INDEX FDS$225,8720.05%517CommonNONE
369604301GEGE AEROSPACE$223,6370.05%788CommonNONE
98978V103ZTSZOETIS INC$222,5910.05%1,883CommonNONE
60786M105MCMOELIS & CO$222,5050.05%3,904CommonNONE
683344105ONTOONTO INNOVATION INC$222,2960.05%1,084CommonNONE
902494103TSNTYSON FOODS INC$221,3950.05%3,456CommonNONE
127190304CACICACI INTL INC$220,8110.05%406CommonNONE
72201R775BONDPIMCO ETF TR$220,6310.05%2,391CommonNONE
679580100ODFLOLD DOMINION FREIGHT LINE IN$219,8500.05%1,125CommonNONE
863667101SYKSTRYKER CORPORATION$217,1840.04%661CommonNONE
609207105MDLZMONDELEZ INTL INC$216,4400.04%3,755CommonNONE
747525103QCOMQUALCOMM INC$213,0740.04%1,655CommonNONE
681116109OLLIOLLIES BARGAIN OUTLET HLDGS$211,7840.04%2,301CommonNONE
92537N108VRTVERTIV HOLDINGS CO$210,9930.04%842CommonNONE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$210,6480.04%746CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$209,5110.04%2,643CommonNONE
G8473T100STESTERIS PLC$208,8290.04%944CommonNONE
37954Y830COPXGLOBAL X FDS$208,6510.04%2,733CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$208,1440.04%3,222CommonNONE
29275Y102ENSENERSYS$207,8790.04%1,197CommonNONE
G0450A105ACGLARCH CAP GROUP LTD$207,5300.04%2,162CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$207,3500.04%7,551CommonNONE
759351604RGAREINSURANCE GROUP AMER INC$206,2540.04%1,010CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$205,6150.04%6,423CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$205,0000.04%2,850CommonNONE
66987V109NVSNOVARTIS AG$204,8380.04%1,341CommonNONE
857477103STTSTATE STR CORP$202,6150.04%1,601CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$202,2240.04%934CommonNONE
302081104EXLSEXLSERVICE HLDGS INC$202,1580.04%6,639CommonNONE
69331C108PCGPG&E CORP$197,7210.04%11,253CommonNONE
853606101SLISTANDARD LITHIUM LTD$192,5700.04%56,472CommonNONE
96145W103WESTWESTROCK COFFEE CO$155,2950.03%36,540CommonNONE
30290Y101FSCOFS CREDIT OPPORTUNITIES CORP$146,8800.03%28,800CommonNONE
71601V105WOOFPETCO HEALTH & WELLNESS CO I$96,9250.02%34,865CommonNONE
H5012F103LARLITHIUM ARGENTINA AG$75,3440.02%11,279CommonNONE
539439109LYGLLOYDS BANKING GROUP PLC$50,5570.01%10,051CommonNONE
00768Y289MSOXADVISORSHARES TR$37,7970.01%17,580CommonNONE
21077P108CNTXCONTEXT THERAPEUTICS INC$27,0250.01%10,315CommonNONE
30052F100EVGOEVGO INC$24,2980.01%14,127CommonNONE
72919P202PLUGPLUG PWR INC$22,6000.00%10,000CommonNONE

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.