MondegarAI
FIDELIS CAPITAL PARTNERS, LLC

Q3 2025 · 13F-HR

FIDELIS CAPITAL PARTNERS, LLCholdings as filed

Filed 2025-11-03 · accession 0001962755-25-000002

$1.28B
Reported value
489
Positions
2025-09-30
Period end
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The Brief · FIDELIS CAPITAL PARTNERS, LLC · Q3 2025

AI · grounded in 13F

Fidelis Capital Partners, LLC established a new position in AAPL worth $63.8M. The fund also initiated new stakes in SPY for $63.4M and MSFT for $56.3M. Additional new positions include NVDA at $56.1M and IVV at $50.7M. Total assets under management stand at $1.28B across 489 positions.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$63.8M4.98%250,606CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$63.4M4.95%95,165CommonSOLE
594918104MSFTMICROSOFT CORP$56.3M4.40%108,660CommonSOLE
67066G104NVDANVIDIA CORPORATION$56.1M4.38%300,417CommonSOLE
464287200IVVISHARES TR$50.7M3.96%75,819CommonSOLE
922908363VOOVANGUARD INDEX FDS$35.3M2.76%57,666CommonSOLE
02079K305GOOGLALPHABET INC$26.3M2.05%108,194CommonSOLE
85207K107PSLVSPROTT ASSET MANAGEMENT LP$25.4M1.98%1,618,160CommonSOLE
464287614IWFISHARES TR$25.2M1.96%53,695CommonSOLE
023135106AMZNAMAZON COM INC$24.6M1.93%112,250CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$20.5M1.60%64,976CommonSOLE
30303M102METAMETA PLATFORMS INC$20.4M1.60%27,824CommonSOLE
11135F101AVGOBROADCOM INC$20.3M1.59%61,590CommonSOLE
02079K107GOOGALPHABET INC$18.6M1.45%76,183CommonSOLE
78463V107GLDSPDR GOLD TR$18.5M1.45%52,156CommonSOLE
922908629VOVANGUARD INDEX FDS$16.5M1.29%56,043CommonSOLE
85207H104PHYSSPROTT ASSET MANAGEMENT LP$16.1M1.26%543,915CommonSOLE
464287499IWRISHARES TR$15.6M1.22%161,799CommonSOLE
464287655IWMISHARES TR$14.5M1.13%60,048CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$14.1M1.10%27,989CommonSOLE
464287507IJHISHARES TR$12.4M0.97%190,589CommonSOLE
060505104BACBANK AMERICA CORP$11.6M0.91%225,610CommonSOLE
464287804IJRISHARES TR$10.5M0.82%88,293CommonSOLE
30231G102XOMEXXON MOBIL CORP$10.1M0.79%89,842CommonSOLE
46432F842IEFAISHARES TR$10.1M0.79%115,435CommonSOLE
88160R101TSLATESLA INC$9.5M0.74%21,346CommonSOLE
464287598IWDISHARES TR$9.2M0.72%45,307CommonSOLE
92826C839VVISA INC$9.0M0.71%26,477CommonSOLE
68389X105ORCLORACLE CORP$8.8M0.69%31,439CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$8.7M0.68%47,899CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$8.1M0.64%135,697CommonSOLE
464287465EFAISHARES TR$7.7M0.60%82,056CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$7.6M0.59%8,204CommonSOLE
46090E103QQQINVESCO QQQ TR$7.6M0.59%12,606CommonSOLE
00287Y109ABBVABBVIE INC$7.5M0.58%32,325CommonSOLE
478160104JNJJOHNSON & JOHNSON$6.9M0.54%37,346CommonSOLE
92206C680VONGVANGUARD SCOTTSDALE FDS$6.7M0.52%55,236CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$6.6M0.52%8,348CommonSOLE
437076102HDHOME DEPOT INC$6.4M0.50%15,763CommonSOLE
532457108LLYELI LILLY & CO$6.2M0.49%8,169CommonSOLE
46432F339QUALISHARES TR$6.2M0.49%32,037CommonSOLE
166764100CVXCHEVRON CORP NEW$6.0M0.47%38,646CommonSOLE
64110L106NFLXNETFLIX INC$5.9M0.46%4,883CommonSOLE
00775Y645SAMTADVISORS INNER CIRCLE FD III$5.7M0.45%152,999CommonSOLE
369604301GEGE AEROSPACE$5.6M0.44%18,630CommonSOLE
149123101CATCATERPILLAR INC$5.6M0.44%11,697CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$5.4M0.42%26,651CommonSOLE
69374H881COWZPACER FDS TR$5.3M0.41%92,322CommonSOLE
464289438IWYISHARES TR$5.2M0.41%19,109CommonSOLE
747525103QCOMQUALCOMM INC$5.1M0.39%30,390CommonSOLE
464287481IWPISHARES TR$5.0M0.39%35,071CommonSOLE
931142103WMTWALMART INC$4.9M0.38%47,567CommonSOLE
92206C714VONVVANGUARD SCOTTSDALE FDS$4.9M0.38%54,358CommonSOLE
17275R102CSCOCISCO SYS INC$4.8M0.37%69,539CommonSOLE
617446448MSMORGAN STANLEY$4.7M0.37%29,845CommonSOLE
025072604AVEMAMERICAN CENTY ETF TR$4.6M0.36%61,049CommonSOLE
75513E101RTXRTX CORPORATION$4.5M0.35%27,052CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$4.4M0.34%7,352CommonSOLE
78463X889SPDWSPDR INDEX SHS FDS$4.3M0.33%99,594CommonSOLE
969457100WMBWILLIAMS COS INC$4.3M0.33%67,248CommonSOLE
09260D107BXBLACKSTONE INC$4.2M0.33%24,707CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$4.2M0.33%106,429CommonSOLE
482480100KLACKLA CORP$4.1M0.32%3,784CommonSOLE
742718109PGPROCTER AND GAMBLE CO$4.1M0.32%26,421CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$4.0M0.31%7,035CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$4.0M0.31%8,002CommonSOLE
46429B697USMVISHARES TR$4.0M0.31%41,910CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$4.0M0.31%14,090CommonSOLE
464285204IAUISHARES GOLD TR$3.8M0.30%52,816CommonSOLE
G29183103ETNEATON CORP PLC$3.8M0.29%10,024CommonSOLE
464287473IWSISHARES TR$3.7M0.29%26,287CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$3.7M0.29%67,490CommonSOLE
002824100ABTABBOTT LABS$3.6M0.28%26,530CommonSOLE
872540109TJXTJX COS INC NEW$3.5M0.27%24,081CommonSOLE
025072877AVUVAMERICAN CENTY ETF TR$3.5M0.27%34,967CommonSOLE
58933Y105MRKMERCK & CO INC$3.4M0.26%40,089CommonSOLE
949746101WMT2WELLS FARGO CO NEW$3.3M0.26%39,938CommonSOLE
922908751VBVANGUARD INDEX FDS$3.3M0.26%13,133CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$3.3M0.26%9,646CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$3.2M0.25%11,229CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$3.1M0.24%19,259CommonSOLE
36828A101GEVGE VERNOVA INC$3.1M0.24%5,043CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$3.0M0.24%14,193CommonSOLE
79466L302CRMSALESFORCE INC$3.0M0.23%12,503CommonSOLE
46434G103IEMGISHARES INC$2.9M0.22%43,673CommonSOLE
58155Q103MCKMCKESSON CORP$2.9M0.22%3,723CommonSOLE
78464A839MDYVSPDR SERIES TRUST$2.8M0.22%33,117CommonSOLE
595112103MUMICRON TECHNOLOGY INC$2.8M0.22%16,484CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$2.7M0.21%5,849CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$2.7M0.21%5,522CommonSOLE
03831W108APPAPPLOVIN CORP$2.5M0.20%3,515CommonSOLE
25434V831DUHPDIMENSIONAL ETF TRUST$2.5M0.20%66,294CommonSOLE
438516106HONHONEYWELL INTL INC$2.5M0.19%11,800CommonSOLE
922908538VOTVANGUARD INDEX FDS$2.5M0.19%8,389CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$2.4M0.19%11,111CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$2.4M0.18%8,013CommonSOLE
713448108PEPPEPSICO INC$2.3M0.18%16,357CommonSOLE
16411R208LNGCHENIERE ENERGY INC$2.3M0.18%9,669CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$2.3M0.18%3CommonSOLE
580135101MCDMCDONALDS CORP$2.2M0.17%7,330CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$2.2M0.17%43,494CommonSOLE
81762P102NOWSERVICENOW INC$2.2M0.17%2,359CommonSOLE
291011104EMREMERSON ELEC CO$2.2M0.17%16,492CommonSOLE
031162100AMGNAMGEN INC$2.1M0.17%7,555CommonSOLE
718172109PMPHILIP MORRIS INTL INC$2.1M0.17%13,132CommonSOLE
09290D101BLKBLACKROCK INC$2.1M0.16%1,781CommonSOLE
19761L706RECSCOLUMBIA ETF TR I$2.1M0.16%51,059CommonSOLE
464287168DVYISHARES TR$2.1M0.16%14,494CommonSOLE
501044101KRKROGER CO$2.1M0.16%30,551CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$2.1M0.16%22,984CommonSOLE
191216100KOCOCA COLA CO$2.1M0.16%30,929CommonSOLE
842587107SOSOUTHERN CO$2.0M0.16%21,060CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$2.0M0.16%6,053CommonSOLE
78463X509SPEMSPDR INDEX SHS FDS$2.0M0.15%42,054CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$1.9M0.15%3,195CommonSOLE
48251W104KKRKKR & CO INC$1.9M0.15%14,979CommonSOLE
91913Y100VLOVALERO ENERGY CORP$1.9M0.15%11,371CommonSOLE
512807306LRCXLAM RESEARCH CORP$1.9M0.15%14,203CommonSOLE
038222105AMATAPPLIED MATLS INC$1.9M0.15%9,152CommonSOLE
576323109MTZMASTEC INC$1.9M0.15%8,789CommonSOLE
126408103CSXCSX CORP$1.9M0.14%52,100CommonSOLE
863667101SYKSTRYKER CORPORATION$1.8M0.14%5,001CommonSOLE
922908736VUGVANGUARD INDEX FDS$1.8M0.14%3,845CommonSOLE
244199105DEDEERE & CO$1.8M0.14%4,009CommonSOLE
G54950103LINLINDE PLC$1.8M0.14%3,839CommonSOLE
040413205ANETARISTA NETWORKS INC$1.8M0.14%12,500CommonSOLE
29273V100ETENERGY TRANSFER L P$1.8M0.14%105,003CommonSOLE
907818108UNPUNION PAC CORP$1.8M0.14%7,617CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$1.8M0.14%40,650CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$1.8M0.14%6,822CommonSOLE
316188408FLDRFIDELITY MERRIMACK STR TR$1.8M0.14%34,930CommonSOLE
172908105CTASCINTAS CORP$1.7M0.14%8,424CommonSOLE
025816109AXPAMERICAN EXPRESS CO$1.7M0.13%5,179CommonSOLE
78464A508SPYVSPDR SERIES TRUST$1.7M0.13%30,493CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$1.7M0.13%15,504CommonSOLE
464287234EEMISHARES TR$1.7M0.13%31,087CommonSOLE
464287630IWNISHARES TR$1.6M0.13%9,321CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$1.6M0.13%9,754CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$1.6M0.13%16,692CommonSOLE
00206R102TAT&T INC$1.6M0.13%56,795CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$1.6M0.12%7,794CommonSOLE
464288760ITAISHARES TR$1.6M0.12%7,470CommonSOLE
464287150ITOTISHARES TR$1.6M0.12%10,695CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.5M0.12%5,455CommonSOLE
053332102AZOAUTOZONE INC$1.5M0.12%353CommonSOLE
548661107LOWLOWES COS INC$1.5M0.12%5,941CommonSOLE
65339F101NEENEXTERA ENERGY INC$1.5M0.12%19,716CommonSOLE
20825C104COPCONOCOPHILLIPS$1.5M0.12%15,708CommonSOLE
770700102HOODROBINHOOD MKTS INC$1.5M0.12%10,295CommonSOLE
N07059210ASMLASML HOLDING N V$1.4M0.11%1,489CommonSOLE
929160109VMCVULCAN MATLS CO$1.4M0.11%4,620CommonSOLE
745867101PHMPULTE GROUP INC$1.4M0.11%10,705CommonSOLE
254687106DISDISNEY WALT CO$1.4M0.11%12,329CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$1.4M0.11%5,714CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$1.4M0.11%44,568CommonSOLE
00724F101ADBEADOBE INC$1.4M0.11%3,948CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$1.4M0.11%2,815CommonSOLE
464289420IWXISHARES TR$1.4M0.11%15,678CommonSOLE
461202103INTUINTUIT$1.3M0.10%1,968CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$1.3M0.10%12,020CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$1.3M0.10%7,695CommonSOLE
893641100TDGTRANSDIGM GROUP INC$1.3M0.10%977CommonSOLE
369550108GDGENERAL DYNAMICS CORP$1.3M0.10%3,706CommonSOLE
126650100CVSCVS HEALTH CORP$1.3M0.10%16,731CommonSOLE
922908744VTVVANGUARD INDEX FDS$1.3M0.10%6,739CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$1.2M0.10%7,924CommonSOLE
58733R102MELIMERCADOLIBRE INC$1.2M0.10%531CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$1.2M0.10%4,741CommonSOLE
311900104FASTFASTENAL CO$1.2M0.10%24,845CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$1.2M0.09%5,933CommonSOLE
097023105BABOEING CO$1.2M0.09%5,531CommonSOLE
882508104TXNTEXAS INSTRS INC$1.2M0.09%6,393CommonSOLE
235851102DHRDANAHER CORPORATION$1.2M0.09%5,864CommonSOLE
29444U700EQIXEQUINIX INC$1.2M0.09%1,477CommonSOLE
172967424CCITIGROUP INC$1.2M0.09%11,380CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$1.1M0.09%6,426CommonSOLE
278865100ECLECOLAB INC$1.1M0.09%4,112CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$1.1M0.09%7,412CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$1.1M0.09%5,790CommonSOLE
02209S103MOALTRIA GROUP INC$1.1M0.09%16,769CommonSOLE
911363109URIUNITED RENTALS INC$1.1M0.09%1,157CommonSOLE
464287457SHYISHARES TR$1.1M0.09%13,217CommonSOLE
743315103PGRPROGRESSIVE CORP$1.1M0.08%4,378CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$1.1M0.08%3,029CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$1.1M0.08%10,779CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$1.0M0.08%2,346CommonSOLE
H1467J104CBCHUBB LIMITED$1.0M0.08%3,707CommonSOLE
74340W103PLDPROLOGIS INC.$1.0M0.08%9,069CommonSOLE
464287648IWOISHARES TR$1.0M0.08%3,239CommonSOLE
31613E103FETHFIDELITY ETHEREUM FD$1.0M0.08%24,908CommonSOLE
94106L109WMWASTE MGMT INC DEL$1.0M0.08%4,649CommonSOLE
247361702DALDELTA AIR LINES INC DEL$1.0M0.08%18,014CommonSOLE
49446R109KIMKIMCO RLTY CORP$1.0M0.08%46,013CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$1.0M0.08%2,193CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$1.0M0.08%18,598CommonSOLE
009158106APDAIR PRODS & CHEMS INC$1.0M0.08%3,673CommonSOLE
26922A198PFLDETF SER SOLUTIONS$997,8050.08%50,650CommonSOLE
803054204SAPSAP SE$988,1430.08%3,698CommonSOLE
21873S108CRWVCOREWEAVE INC$973,2770.08%7,112CommonSOLE
78409V104SPGIS&P GLOBAL INC$970,0130.08%1,993CommonSOLE
922908769VTIVANGUARD INDEX FDS$969,4140.08%2,954CommonSOLE
032095101APHAMPHENOL CORP NEW$968,4680.08%7,826CommonSOLE
464287408IVEISHARES TR$946,6420.07%4,584CommonSOLE
40412C101HCAHCA HEALTHCARE INC$935,0830.07%2,194CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$932,1180.07%7,532CommonSOLE
609207105MDLZMONDELEZ INTL INC$930,8030.07%14,900CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$929,2140.07%172CommonSOLE
37954Y871URAGLOBAL X FDS$927,9440.07%19,466CommonNONE
381430503GSLCGOLDMAN SACHS ETF TR$925,7700.07%7,106CommonSOLE
209115104EDCONSOLIDATED EDISON INC$924,6830.07%9,199CommonSOLE
464287309IVWISHARES TR$921,6970.07%7,635CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$921,1670.07%20,425CommonSOLE
97717W851DXJWISDOMTREE TR$918,2310.07%7,172CommonSOLE
98978V103ZTSZOETIS INC$912,8900.07%6,239CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$912,7430.07%12,273CommonSOLE
780259305SHELSHELL PLC$887,4710.07%12,407CommonSOLE
23331A109DHID R HORTON INC$882,9390.07%5,210CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$877,8270.07%5,692CommonSOLE
001055102AFLAFLAC INC$876,6770.07%7,849CommonSOLE
464287226AGGISHARES TR$867,6640.07%8,655CommonSOLE
125523100CITHE CIGNA GROUP$860,8590.07%2,987CommonSOLE
26875P101EOGEOG RES INC$844,1510.07%7,529CommonSOLE
032654105ADIANALOG DEVICES INC$837,1000.07%3,407CommonSOLE
95040Q104WELLWELLTOWER INC$836,7240.07%4,697CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$836,0410.07%2,783CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$835,9850.07%2,994CommonSOLE
701094104PHPARKER-HANNIFIN CORP$833,9650.07%1,100CommonSOLE
717081103PFEPFIZER INC$825,1440.06%32,384CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$817,3630.06%2,526CommonSOLE
46137V597PRFZINVESCO EXCHANGE TRADED FD T$816,4250.06%17,975CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$813,3090.06%8,519CommonSOLE
281020107EIXEDISON INTL$811,6130.06%14,682CommonSOLE
04911A107AUBATLANTIC UN BANKSHARES CORP$810,1530.06%22,957CommonNONE
05722G100BKRBAKER HUGHES COMPANY$799,5440.06%16,411CommonSOLE
G87052109TELTE CONNECTIVITY PLC$797,3330.06%3,632CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$790,7210.06%2,019CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$773,0370.06%29,315CommonSOLE
20030N101CMCSACOMCAST CORP NEW$764,8050.06%24,341CommonSOLE
29084Q100EMEEMCOR GROUP INC$763,8590.06%1,176CommonSOLE
458140100INTCINTEL CORP$763,4300.06%22,755CommonSOLE
55261F104MTBM & T BK CORP$754,1180.06%3,816CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$743,3700.06%1,065CommonSOLE
G0403H108AONAON PLC$740,0820.06%2,076CommonSOLE
872590104TMUST-MOBILE US INC$726,2790.06%3,034CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$702,7620.05%1,115CommonSOLE
744320102PRUPRUDENTIAL FINL INC$702,0090.05%6,767CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$697,7980.05%5,750CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$696,6530.05%1,239CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$696,6460.05%9,276CommonSOLE
464287556IBBISHARES TR$695,1420.05%4,815CommonSOLE
12504L109CBRECBRE GROUP INC$685,2280.05%4,349CommonSOLE
55354G100MSCIMSCI INC$682,3110.05%1,203CommonSOLE
G5960L103MDTMEDTRONIC PLC$682,0140.05%7,161CommonSOLE
217204106CPRTCOPART INC$670,6380.05%14,913CommonSOLE
302301106EZPWEZCORP INC$666,4000.05%35,000CommonSOLE
03073E105CORCENCORA INC$665,3760.05%2,129CommonSOLE
219350105GLWCORNING INC$660,2590.05%8,049CommonSOLE
879433829TDSTELEPHONE & DATA SYS INC$652,6400.05%16,632CommonSOLE
78464A409SPYGSPDR SERIES TRUST$652,0380.05%6,239CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$651,4550.05%4,681CommonSOLE
464288273SCZISHARES TR$640,9190.05%8,354CommonSOLE
74762E102QUREQUANTA SVCS INC$634,0630.05%1,530CommonSOLE
718546104PSXPHILLIPS 66$621,0560.05%4,566CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$618,0360.05%21,831CommonSOLE
855244109SBUXSTARBUCKS CORP$616,8190.05%7,291CommonSOLE
316773100FITBFIFTH THIRD BANCORP$613,5430.05%13,772CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$606,8740.05%2,101CommonSOLE
98389B100XELXCEL ENERGY INC$605,1980.05%7,504CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$595,6300.05%1,923CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$594,4490.05%3,638CommonSOLE
231021106CMICUMMINS INC$594,2750.05%1,407CommonSOLE
25746U109DDOMINION ENERGY INC$592,3090.05%9,683CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$590,6420.05%10,344CommonSOLE
46284V101IRMIRON MTN INC DEL$582,3830.05%5,713CommonSOLE
56585A102MPCMARATHON PETE CORP$578,6050.05%3,002CommonSOLE
35137L105FOXAFOX CORP$573,9090.04%9,101CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$571,5720.04%17,912CommonSOLE
92840M102VSTVISTRA CORP$564,4460.04%2,881CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$556,2250.04%9,317CommonSOLE
59156R108METMETLIFE INC$556,0800.04%6,751CommonSOLE
375558103GILDGILEAD SCIENCES INC$553,4380.04%4,986CommonSOLE
571903202MARMARRIOTT INTL INC NEW$551,3510.04%2,117CommonSOLE
922908512VOEVANGUARD INDEX FDS$549,9390.04%3,150CommonSOLE
615369105MCOMOODYS CORP$546,5230.04%1,147CommonSOLE
406216101HALHALLIBURTON CO$544,7920.04%22,146CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$544,5460.04%1,783CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$539,6810.04%5,258CommonSOLE
45782C870PAPRINNOVATOR ETFS TRUST$538,1910.04%14,030CommonSOLE
45782C383PMARINNOVATOR ETFS TRUST$535,7020.04%12,200CommonSOLE
92204A702VGTVANGUARD WORLD FD$534,5870.04%716CommonSOLE
88579Y101MMM3M CO$532,5780.04%3,432CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$531,9680.04%19,486CommonSOLE
115236101BROBROWN & BROWN INC$530,6640.04%5,658CommonSOLE
922908595VBKVANGUARD INDEX FDS$528,2120.04%1,775CommonSOLE
540424108LLOEWS CORP$519,6190.04%5,176CommonSOLE
808524888SCHCSCHWAB STRATEGIC TR$517,5850.04%11,373CommonSOLE
871607107SNPSSYNOPSYS INC$516,5790.04%1,047CommonSOLE
384802104GWWGRAINGER W W INC$512,6920.04%538CommonSOLE
422806208HEI/AHEICO CORP NEW$511,7370.04%2,014CommonNONE
031100100AMEAMETEK INC$509,8560.04%2,712CommonSOLE
45168D104IDXXIDEXX LABS INC$509,1950.04%797CommonSOLE
G0457F107ARCOARCOS DORADOS HOLDINGS INC$506,2500.04%75,000CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$505,0370.04%1,563CommonSOLE
052769106ADSKAUTODESK INC$498,6780.04%1,570CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$490,7390.04%1,163CommonSOLE
345370860FFORD MTR CO$488,2190.04%40,821CommonSOLE
233051200DBEFDBX ETF TR$488,1360.04%10,516CommonSOLE
22160N109CSGPCOSTAR GROUP INC$486,3090.04%5,764CommonSOLE
760759100RSGREPUBLIC SVCS INC$480,7610.04%2,095CommonSOLE
11271J107BNBROOKFIELD CORP$479,9910.04%6,999CommonNONE
778296103ROSTROSS STORES INC$478,2000.04%3,138CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$473,8480.04%7,040CommonSOLE
032108409DIVOAMPLIFY ETF TR$470,2580.04%10,551CommonSOLE
30161N101EXCEXELON CORP$469,6950.04%10,435CommonSOLE
922908611VBRVANGUARD INDEX FDS$468,9710.04%2,247CommonSOLE
45782C755BJUNINNOVATOR ETFS TRUST$468,3950.04%10,240CommonSOLE
337738108FISVFISERV INC$467,3710.04%3,625CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$464,8290.04%5,967CommonSOLE
904767704UNILEVER PLC$464,5180.04%7,836CommonSOLE
37045V100GMGENERAL MTRS CO$458,9690.04%7,528CommonSOLE
852066208SIISPROTT INC$457,5450.04%5,500CommonNONE
651639106NEMNEWMONT CORP$456,4540.04%5,414CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$455,6190.04%11,617CommonSOLE
97717Y527USFRWISDOMTREE TR$454,6920.04%9,045CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$454,3070.04%911CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$452,9400.04%5,666CommonSOLE
55336V100MPLXMPLX LP$451,1550.04%9,032CommonSOLE
422806109HEIHEICO CORP NEW$450,0110.04%1,394CommonSOLE
26884L109EQTEQT CORP$449,9180.04%8,266CommonSOLE
98850P109YUMCYUM CHINA HLDGS INC$448,8570.04%10,458CommonSOLE
29364G103ETRENTERGY CORP NEW$445,0180.03%4,775CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$439,8980.03%2,344CommonSOLE
464287671IUSGISHARES TR$432,7400.03%2,630CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$428,5730.03%1,704CommonSOLE
629377508NRGNRG ENERGY INC$428,3580.03%2,645CommonSOLE
146869102CVNACARVANA CO$420,7430.03%1,115CommonSOLE
464288885EFGISHARES TR$419,8760.03%3,687CommonSOLE
25434V666DFLVDIMENSIONAL ETF TRUST$419,2170.03%12,742CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$416,2670.03%1,205CommonSOLE
084423102WRBBERKLEY W R CORP$407,6950.03%5,321CommonSOLE
87612E106TGTTARGET CORP$403,1120.03%4,494CommonSOLE
278642103EBAYEBAY INC.$401,0900.03%4,410CommonSOLE
654106103NKENIKE INC$399,0350.03%5,723CommonSOLE
285512109EAELECTRONIC ARTS INC$395,7350.03%1,962CommonSOLE
N97284108NBISNEBIUS GROUP N.V.$394,9660.03%3,518CommonSOLE
03076C106AMPAMERIPRISE FINL INC$392,5090.03%799CommonSOLE
303250104FICOFAIR ISAAC CORP$392,0910.03%262CommonSOLE
464288323NYFISHARES TR$388,9220.03%7,290CommonSOLE
858119100STLDSTEEL DYNAMICS INC$388,7310.03%2,788CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$387,1510.03%5,449CommonSOLE
631103108NDAQNASDAQ INC$385,1560.03%4,355CommonSOLE
05464C101AXONAXON ENTERPRISE INC$381,7840.03%532CommonSOLE
464287606IJKISHARES TR$374,3550.03%3,904CommonSOLE
693718108PCARPACCAR INC$370,8630.03%3,772CommonSOLE
12572Q105CMECME GROUP INC$369,8900.03%1,369CommonSOLE
78468R408SJNKSPDR SERIES TRUST$363,6170.03%14,204CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$362,1740.03%2,987CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$360,2780.03%2,807CommonSOLE
570535104MKLMARKEL GROUP INC$359,3360.03%188CommonNONE
143658300CCL1EURCARNIVAL CORP$359,0910.03%12,421CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$354,6320.03%5,288CommonSOLE
958669103WESWESTERN MIDSTREAM PARTNERS L$351,6460.03%8,950CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$351,2440.03%4,178CommonSOLE
372460105GPCGENUINE PARTS CO$348,8560.03%2,517CommonSOLE
761152107RMDRESMED INC$348,7320.03%1,274CommonSOLE
889478103TOLTOLL BROTHERS INC$346,3170.03%2,507CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$341,2980.03%4,960CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$339,4160.03%3,087CommonSOLE
902973304USBUS BANCORP DEL$336,0590.03%6,953CommonSOLE
46434V456IQLTISHARES TR$332,4860.03%7,524CommonSOLE
443201108HWMHOWMET AEROSPACE INC$331,4320.03%1,689CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$330,3360.03%6,214CommonSOLE
199908104FIXCOMFORT SYS USA INC$330,0720.03%400CommonSOLE
464288414MUBISHARES TR$327,9340.03%3,079CommonSOLE
464287879IJSISHARES TR$325,5770.03%2,944CommonSOLE
50212V100LPLALPL FINL HLDGS INC$322,7090.03%970CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$320,9830.03%927CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$317,4570.02%4,082CommonSOLE
92939U106WECWEC ENERGY GROUP INC$316,9560.02%2,766CommonSOLE
82835P103SVMSILVERCORP METALS INC$316,0000.02%50,000CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$314,7020.02%3,442CommonSOLE
526057104LENLENNAR CORP$314,0920.02%2,492CommonSOLE
594972408MSTRSTRATEGY INC$313,5100.02%973CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$313,1260.02%5,506CommonSOLE
69370C100PTCPTC INC$307,9810.02%1,517CommonSOLE
H2906T109GRMNGARMIN LTD$305,3130.02%1,240CommonSOLE
464288158SUBISHARES TR$304,4300.02%2,851CommonSOLE
922475108VEEVVEEVA SYS INC$301,7830.02%1,013CommonNONE
046353108AZNNASTRAZENECA PLC$301,6630.02%3,932CommonSOLE
25754A201DPZDOMINOS PIZZA INC$293,5630.02%680CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$292,6960.02%2,354CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$292,3880.02%866CommonSOLE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$292,1570.02%3,120CommonSOLE
89151E109TTENTOTALENERGIES SE$291,7650.02%4,888CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$289,8420.02%1,414CommonSOLE
13321L108CCJCAMECO CORP$288,2270.02%3,437CommonNONE
11276H106BIPCBROOKFIELD INFRASTRUCTURE CO$287,4700.02%6,991CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$286,8420.02%3,434CommonSOLE
704326107PAYXPAYCHEX INC$277,2240.02%2,187CommonSOLE
45782C573PNOVINNOVATOR ETFS TRUST$276,1290.02%6,725CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$272,7830.02%2,045CommonSOLE
464287705IJJISHARES TR$272,0230.02%2,097CommonSOLE
690742101OCOWENS CORNING NEW$270,9670.02%1,916CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$270,8840.02%3,449CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$263,5690.02%2,150CommonSOLE
30040W108ESEVERSOURCE ENERGY$263,1470.02%3,699CommonSOLE
33734X176FXLFIRST TR EXCHANGE TRADED FD$262,7360.02%1,564CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$262,3640.02%2,994CommonSOLE
03743Q108APAAPA CORPORATION$261,7870.02%10,782CommonSOLE
G8473T100STESTERIS PLC$257,3380.02%1,040CommonNONE
98419M100XYLXYLEM INC$256,0600.02%1,736CommonSOLE
231561101CWCURTISS WRIGHT CORP$253,0100.02%466CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$250,0220.02%2,222CommonSOLE
78464A763SDYSPDR SERIES TRUST$249,9890.02%1,785CommonSOLE
020002101ALLALLSTATE CORP$249,8530.02%1,164CommonSOLE
988498101YUMYUM BRANDS INC$249,2800.02%1,640CommonSOLE
46428Q109SLVISHARES SILVER TR$248,7540.02%5,871CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$245,7840.02%539CommonSOLE
56501R106MFCMANULIFE FINL CORP$244,1230.02%7,837CommonSOLE
25525P107DHCDIVERSIFIED HEALTHCARE TR$239,5250.02%54,314CommonSOLE
87612G101TRGPTARGA RES CORP$239,4150.02%1,429CommonSOLE
91529Y106UNMUNUM GROUP$239,3290.02%3,077CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC D$239,1750.02%134CommonSOLE
09062X103BIIBBIOGEN INC$238,5560.02%1,703CommonSOLE
553368101MPMP MATERIALS CORP$238,3670.02%3,554CommonNONE
G0450A105ACGLARCH CAP GROUP LTD$237,8030.02%2,621CommonSOLE
911718104CPERUNITED STS COMMODITY INDEX F$237,3600.02%7,912CommonNONE
34959E109FTNTFORTINET INC$236,9370.02%2,818CommonSOLE
62482R10707WAMR COOPER GROUP INC$235,6630.02%1,118CommonSOLE
46434V803HEFAISHARES TR$235,2040.02%5,938CommonSOLE
682680103OKEONEOK INC NEW$233,7960.02%3,204CommonSOLE
670346105NUENUCOR CORP$232,1270.02%1,714CommonSOLE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$231,5590.02%2,320CommonSOLE
69351T106PPLPPL CORP$228,2000.02%6,141CommonSOLE
526107107LIILENNOX INTL INC$228,1540.02%431CommonSOLE
92343E102VRSNVERISIGN INC$228,1290.02%816CommonSOLE
127097103CTRACOTERRA ENERGY INC$228,0570.02%9,643CommonSOLE
98983L108ZWSZURN ELKAY WATER SOLNS CORP$226,9200.02%4,825CommonSOLE
92189H607OIHVANECK ETF TRUST$226,3820.02%871CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$225,9090.02%957CommonSOLE
72201R866MUNIPIMCO ETF TR$225,2750.02%4,309CommonSOLE
487836108KKELLANOVA$224,8990.02%2,742CommonSOLE
97717X669DGRWWISDOMTREE TR$222,3110.02%2,499CommonSOLE
18915M107NETCLOUDFLARE INC$222,1010.02%1,035CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$221,8690.02%1,594CommonSOLE
46431W838MEARISHARES U S ETF TR$221,6880.02%4,389CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$221,3920.02%2,184CommonSOLE
29362U104ENTGENTEGRIS INC$219,2230.02%2,371CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$219,1310.02%894CommonSOLE
316092709FIDUFIDELITY COVINGTON TRUST$218,6980.02%2,669CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$218,1580.02%417CommonNONE
88033G407THCTENET HEALTHCARE CORP$218,0650.02%1,074CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$217,0080.02%2,200CommonSOLE
464287184FXIISHARES TR$216,8900.02%5,272CommonSOLE
25809K105DASHDOORDASH INC$215,1440.02%791CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$215,0200.02%3,308CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$214,6900.02%1,525CommonSOLE
092528207INMUBLACKROCK ETF TRUST II$212,1840.02%8,865CommonSOLE
384109104GGGGRACO INC$211,5500.02%2,490CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$211,3660.02%1,586CommonSOLE
313855108FSSFEDERAL SIGNAL CORP$210,9690.02%1,773CommonSOLE
670100205NVONOVO-NORDISK A S$210,1960.02%3,788CommonSOLE
101121101BXPBXP INC$209,9360.02%2,824CommonSOLE
233331107DTEDTE ENERGY CO$209,1750.02%1,479CommonSOLE
049560105ATOATMOS ENERGY CORP$208,6570.02%1,222CommonSOLE
89832Q109TFCTRUIST FINL CORP$207,3050.02%4,534CommonSOLE
46137V613PRFINVESCO EXCHANGE TRADED FD T$206,7000.02%4,572CommonSOLE
055622104BPBP PLC$205,3590.02%5,959CommonSOLE
46137V282RSPTINVESCO EXCHANGE TRADED FD T$203,2850.02%4,560CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$201,2090.02%5,739CommonSOLE
G0176J109ALLEALLEGION PLC$201,1150.02%1,134CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$200,4260.02%342CommonSOLE
74255Y888PREFPRINCIPAL EXCHANGE TRADED FD$193,5250.02%10,111CommonSOLE
00123Q104AGNCAGNC INVT CORP$190,6600.01%19,475CommonSOLE
486606106KYNKAYNE ANDERSON ENERGY INFRST$169,6700.01%13,716CommonSOLE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$166,0150.01%10,415CommonSOLE
654484609NBNIOCORP DEVS LTD$161,5420.01%24,183CommonNONE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$151,9200.01%12,000CommonSOLE
G0250X107AMCRAMCOR PLC$139,8450.01%17,096CommonSOLE
831754106SWBISMITH & WESSON BRANDS INC$127,4160.01%12,962CommonSOLE
05964H105SANBANCO SANTANDER S.A.$106,8960.01%10,200CommonSOLE
08975B109BBAIBIGBEAR AI HLDGS INC$106,6020.01%16,350CommonSOLE
91823B109UWMCUWM HOLDINGS CORPORATION$98,9930.01%16,255CommonSOLE
178587101CIOCITY OFFICE REIT INC$90,2570.01%12,968CommonSOLE
L02235106AMBPARDAGH METAL PACKAGING S A$81,5920.01%20,449CommonSOLE
14057J101CFFNCAPITOL FED FINL INC$73,2030.01%11,528CommonSOLE
29382R107EVCENTRAVISION COMMUNICATIONS C$28,9480.00%12,424CommonSOLE
78397Q109SESSES AI CORPORATION$24,0560.00%14,405CommonSOLE
84921RAB6SPOT 0 03/15/26SPOTIFY USA INC$20,4980.00%15,000CommonSOLE

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.