MondegarAI
FIDELIS CAPITAL PARTNERS, LLC

Q4 2025 · 13F-HR

FIDELIS CAPITAL PARTNERS, LLCholdings as filed

Filed 2026-02-09 · accession 0001962755-26-000001

$1.38B
Reported value
492
Positions
2025-12-31
Period end
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The Brief · FIDELIS CAPITAL PARTNERS, LLC · Q4 2025

AI · grounded in 13F

Fidelis Capital Partners, LLC increased its position in NFLX by 882.45%. The fund also accumulated shares in DAL by 589.89% and WMB by 120.30%. On the sell side, the fund trimmed its holdings in COWZ by 49.12% and SPY by 22.31%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$65.0M4.72%239,069CommonSOLE
67066G104NVDANVIDIA CORPORATION$60.2M4.38%323,046CommonSOLE
594918104MSFTMICROSOFT CORP$55.0M3.99%113,656CommonSOLE
464287200IVVISHARES TR$53.1M3.86%77,548CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$50.4M3.66%73,933CommonSOLE
85207K107PSLVSPROTT ASSET MANAGEMENT LP$39.0M2.83%1,649,160CommonSOLE
922908363VOOVANGUARD INDEX FDS$36.2M2.63%57,653CommonSOLE
02079K305GOOGLALPHABET INC$32.5M2.36%103,823CommonSOLE
023135106AMZNAMAZON COM INC$27.2M1.97%117,680CommonSOLE
02079K107GOOGALPHABET INC$24.0M1.75%76,614CommonSOLE
464287614IWFISHARES TR$23.2M1.68%48,969CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$22.6M1.64%70,077CommonSOLE
11135F101AVGOBROADCOM INC$22.0M1.60%63,465CommonSOLE
78463V107GLDSPDR GOLD TR$20.2M1.47%50,970CommonSOLE
30303M102METAMETA PLATFORMS INC$19.3M1.40%29,269CommonSOLE
85207H104PHYSSPROTT ASSET MANAGEMENT LP$18.0M1.30%543,915CommonSOLE
464287499IWRISHARES TR$16.7M1.21%173,610CommonSOLE
464287507IJHISHARES TR$16.0M1.17%243,060CommonSOLE
060505104BACBANK AMERICA CORP$15.4M1.12%279,559CommonSOLE
464287655IWMISHARES TR$15.3M1.11%62,319CommonSOLE
922908629VOVANGUARD INDEX FDS$14.7M1.07%50,576CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$13.9M1.01%27,748CommonSOLE
46432F842IEFAISHARES TR$13.4M0.97%149,916CommonSOLE
464287465EFAISHARES TR$12.0M0.88%125,460CommonSOLE
464287804IJRISHARES TR$11.3M0.82%93,739CommonSOLE
30231G102XOMEXXON MOBIL CORP$11.1M0.80%92,011CommonSOLE
88160R101TSLATESLA INC$10.2M0.74%22,590CommonSOLE
478160104JNJJOHNSON & JOHNSON$9.3M0.68%44,987CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$9.2M0.67%147,541CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$9.0M0.66%50,848CommonSOLE
532457108LLYELI LILLY & CO$9.0M0.65%8,340CommonSOLE
969457100WMBWILLIAMS COS INC$8.9M0.65%148,150CommonSOLE
464287598IWDISHARES TR$8.8M0.64%41,694CommonSOLE
92826C839VVISA INC$8.8M0.64%24,966CommonSOLE
247361702DALDELTA AIR LINES INC DEL$8.6M0.63%124,276CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$8.0M0.58%9,057CommonSOLE
149123101CATCATERPILLAR INC$7.8M0.57%13,682CommonSOLE
00287Y109ABBVABBVIE INC$7.8M0.57%34,121CommonSOLE
46090E103QQQINVESCO QQQ TR$7.7M0.56%12,513CommonSOLE
369604301GEGE AEROSPACE$7.2M0.52%23,438CommonSOLE
025072604AVEMAMERICAN CENTY ETF TR$7.1M0.51%91,962CommonSOLE
92206C680VONGVANGUARD SCOTTSDALE FDS$6.9M0.50%57,030CommonSOLE
68389X105ORCLORACLE CORP$6.9M0.50%35,522CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$6.8M0.50%7,905CommonSOLE
949746101WMT2WELLS FARGO CO NEW$6.6M0.48%71,018CommonSOLE
00775Y645SAMTADVISORS INNER CIRCLE FD III$6.5M0.47%167,649CommonSOLE
46432F339QUALISHARES TR$6.3M0.46%31,607CommonSOLE
464287481IWPISHARES TR$6.2M0.45%45,223CommonSOLE
92206C714VONVVANGUARD SCOTTSDALE FDS$5.9M0.43%63,771CommonSOLE
747525103QCOMQUALCOMM INC$5.7M0.41%33,357CommonSOLE
17275R102CSCOCISCO SYS INC$5.7M0.41%73,493CommonSOLE
166764100CVXCHEVRON CORP NEW$5.5M0.40%36,229CommonSOLE
931142103WMTWALMART INC$5.5M0.40%49,304CommonSOLE
617446448MSMORGAN STANLEY$5.4M0.39%30,482CommonSOLE
75513E101RTXRTX CORPORATION$5.3M0.39%29,075CommonSOLE
437076102HDHOME DEPOT INC$5.2M0.38%15,190CommonSOLE
58933Y105MRKMERCK & CO INC$5.2M0.38%49,118CommonSOLE
464289438IWYISHARES TR$5.1M0.37%18,289CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$5.0M0.37%27,356CommonSOLE
595112103MUMICRON TECHNOLOGY INC$4.7M0.34%16,431CommonNONE
482480100KLACKLA CORP$4.6M0.33%3,750CommonSOLE
64110L106NFLXNETFLIX INC$4.5M0.33%47,973CommonSOLE
464285204IAUISHARES GOLD TR$4.5M0.32%55,025CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$4.4M0.32%7,340CommonSOLE
78463X889SPDWSPDR INDEX SHS FDS$4.4M0.32%99,594CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$4.2M0.30%19,483CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$4.1M0.29%28,183CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$4.0M0.29%107,314CommonSOLE
46429B697USMVISHARES TR$3.9M0.29%41,910CommonNONE
922908751VBVANGUARD INDEX FDS$3.9M0.28%14,988CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$3.9M0.28%7,983CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$3.8M0.28%17,380CommonSOLE
36828A101GEVGE VERNOVA INC$3.8M0.28%5,836CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$3.8M0.27%12,747CommonSOLE
742718109PGPROCTER AND GAMBLE CO$3.8M0.27%26,300CommonSOLE
872540109TJXTJX COS INC NEW$3.8M0.27%24,454CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$3.7M0.27%6,478CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$3.7M0.27%68,523CommonSOLE
464287473IWSISHARES TR$3.6M0.26%25,806CommonSOLE
002824100ABTABBOTT LABS$3.6M0.26%28,522CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$3.5M0.26%6,092CommonSOLE
025072877AVUVAMERICAN CENTY ETF TR$3.5M0.25%33,853CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$3.4M0.25%14,025CommonSOLE
09260D107BXBLACKSTONE INC$3.3M0.24%21,347CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$3.2M0.24%9,831CommonSOLE
G29183103ETNEATON CORP PLC$3.2M0.24%10,158CommonSOLE
46434G103IEMGISHARES INC$3.2M0.23%47,210CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$3.2M0.23%76,616CommonSOLE
58155Q103MCKMCKESSON CORP$3.1M0.23%3,776CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$2.9M0.21%58,482CommonSOLE
038222105AMATAPPLIED MATLS INC$2.9M0.21%11,122CommonSOLE
69374H881COWZPACER FDS TR$2.8M0.21%46,974CommonSOLE
922908736VUGVANGUARD INDEX FDS$2.8M0.20%5,745CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$2.8M0.20%5,803CommonSOLE
031162100AMGNAMGEN INC$2.7M0.20%8,263CommonSOLE
713448108PEPPEPSICO INC$2.6M0.19%18,443CommonSOLE
19761L706RECSCOLUMBIA ETF TR I$2.6M0.19%64,315CommonSOLE
79466L302CRMSALESFORCE INC$2.6M0.19%9,843CommonSOLE
576323109MTZMASTEC INC$2.6M0.19%11,952CommonSOLE
78464A839MDYVSPDR SERIES TRUST$2.6M0.19%30,424CommonSOLE
512807306LRCXLAM RESEARCH CORP$2.5M0.18%14,780CommonSOLE
922908769VTIVANGUARD INDEX FDS$2.5M0.18%7,309CommonSOLE
25434V831DUHPDIMENSIONAL ETF TRUST$2.4M0.18%64,394CommonSOLE
718172109PMPHILIP MORRIS INTL INC$2.4M0.18%15,077CommonSOLE
291011104EMREMERSON ELEC CO$2.3M0.17%17,678CommonSOLE
025816109AXPAMERICAN EXPRESS CO$2.3M0.17%6,342CommonSOLE
580135101MCDMCDONALDS CORP$2.3M0.17%7,483CommonSOLE
03831W108APPAPPLOVIN CORP$2.3M0.17%3,388CommonSOLE
438516106HONHONEYWELL INTL INC$2.3M0.17%11,655CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$2.3M0.16%3CommonSOLE
191216100KOCOCA COLA CO$2.2M0.16%31,837CommonSOLE
254687106DISDISNEY WALT CO$2.1M0.15%18,640CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$2.1M0.15%6,964CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$2.1M0.15%5,922CommonSOLE
81762P102NOWSERVICENOW INC$2.1M0.15%13,651CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$2.1M0.15%3,651CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$2.1M0.15%46,122CommonSOLE
126408103CSXCSX CORP$2.1M0.15%56,552CommonSOLE
244199105DEDEERE & CO$2.0M0.15%4,324CommonSOLE
922908538VOTVANGUARD INDEX FDS$2.0M0.15%7,173CommonSOLE
464287168DVYISHARES TR$2.0M0.15%14,167CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$2.0M0.14%7,697CommonSOLE
78463X509SPEMSPDR INDEX SHS FDS$2.0M0.14%42,054CommonSOLE
09290D101BLKBLACKROCK INC$1.9M0.14%1,799CommonSOLE
501044101KRKROGER CO$1.9M0.14%29,981CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$1.9M0.14%8,960CommonSOLE
91913Y100VLOVALERO ENERGY CORP$1.9M0.13%11,383CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$1.8M0.13%11,189CommonSOLE
907818108UNPUNION PAC CORP$1.8M0.13%7,766CommonSOLE
842587107SOSOUTHERN CO$1.7M0.13%20,029CommonSOLE
316188408FLDRFIDELITY MERRIMACK STR TR$1.7M0.13%34,690CommonSOLE
16411R208LNGCHENIERE ENERGY INC$1.7M0.13%8,960CommonNONE
78464A508SPYVSPDR SERIES TRUST$1.7M0.13%30,493CommonSOLE
863667101SYKSTRYKER CORPORATION$1.7M0.13%4,912CommonSOLE
464287234EEMISHARES TR$1.7M0.12%31,087CommonSOLE
29273V100ETENERGY TRANSFER L P$1.7M0.12%102,317CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$1.7M0.12%6,850CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$1.7M0.12%40,587CommonSOLE
N07059210ASMLASML HOLDING N V$1.6M0.12%1,540CommonSOLE
464287630IWNISHARES TR$1.6M0.12%9,022CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$1.6M0.12%17,096CommonSOLE
464288760ITAISHARES TR$1.6M0.12%7,470CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$1.6M0.12%2,817CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$1.6M0.12%58,944CommonSOLE
65339F101NEENEXTERA ENERGY INC$1.6M0.12%19,756CommonSOLE
040413205ANETARISTA NETWORKS INC$1.6M0.11%12,074CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$1.6M0.11%7,652CommonSOLE
172908105CTASCINTAS CORP$1.6M0.11%8,282CommonSOLE
48251W104KKRKKR & CO INC$1.6M0.11%12,185CommonSOLE
717081103PFEPFIZER INC$1.5M0.11%62,246CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$1.5M0.11%9,350CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$1.5M0.11%16,466CommonSOLE
126650100CVSCVS HEALTH CORP$1.5M0.11%18,644CommonSOLE
464287432TLTISHARES TR$1.5M0.11%16,860CommonSOLE
172967424CCITIGROUP INC$1.4M0.10%12,286CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$1.4M0.10%44,568CommonNONE
548661107LOWLOWES COS INC$1.4M0.10%5,819CommonSOLE
00206R102TAT&T INC$1.4M0.10%56,487CommonSOLE
74340W103PLDPROLOGIS INC.$1.4M0.10%10,919CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$1.4M0.10%51,427CommonSOLE
464287150ITOTISHARES TR$1.4M0.10%9,318CommonSOLE
461202103INTUINTUIT$1.4M0.10%2,068CommonSOLE
G54950103LINLINDE PLC$1.4M0.10%3,202CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$1.4M0.10%5,065CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$1.4M0.10%11,634CommonSOLE
464289420IWXISHARES TR$1.3M0.10%14,645CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$1.3M0.10%4,651CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$1.3M0.10%2,829CommonSOLE
235851102DHRDANAHER CORPORATION$1.3M0.10%5,732CommonSOLE
369550108GDGENERAL DYNAMICS CORP$1.3M0.09%3,844CommonSOLE
922908744VTVVANGUARD INDEX FDS$1.3M0.09%6,727CommonSOLE
219350105GLWCORNING INC$1.3M0.09%14,451CommonSOLE
745867101PHMPULTE GROUP INC$1.3M0.09%10,722CommonSOLE
20825C104COPCONOCOPHILLIPS$1.3M0.09%13,410CommonSOLE
464288638IGIBISHARES TR$1.2M0.09%23,139CommonSOLE
893641100TDGTRANSDIGM GROUP INC$1.2M0.09%936CommonSOLE
929160109VMCVULCAN MATLS CO$1.2M0.09%4,327CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.2M0.09%22,845CommonSOLE
78409V104SPGIS&P GLOBAL INC$1.2M0.09%2,345CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$1.2M0.09%7,217CommonSOLE
H1467J104CBCHUBB LIMITED$1.1M0.08%3,666CommonSOLE
009158106APDAIR PRODS & CHEMS INC$1.1M0.08%4,611CommonSOLE
00724F101ADBEADOBE INC$1.1M0.08%3,237CommonSOLE
032095101APHAMPHENOL CORP NEW$1.1M0.08%8,305CommonSOLE
803054204SAPSAP SE$1.1M0.08%4,573CommonSOLE
882508104TXNTEXAS INSTRS INC$1.1M0.08%6,204CommonSOLE
097023105BABOEING CO$1.1M0.08%4,952CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$1.1M0.08%19,574CommonSOLE
29444U700EQIXEQUINIX INC$1.1M0.08%1,383CommonSOLE
02209S103MOALTRIA GROUP INC$1.1M0.08%18,361CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$1.1M0.08%8,982CommonSOLE
053332102AZOAUTOZONE INC$1.0M0.08%309CommonSOLE
458140100INTCINTEL CORP$1.0M0.08%28,107CommonSOLE
97717W851DXJWISDOMTREE TR$1.0M0.08%7,172CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$1.0M0.08%13,944CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$1.0M0.07%5,556CommonSOLE
94106L109WMWASTE MGMT INC DEL$1.0M0.07%4,687CommonSOLE
311900104FASTFASTENAL CO$1.0M0.07%25,517CommonSOLE
40412C101HCAHCA HEALTHCARE INC$1.0M0.07%2,181CommonSOLE
701094104PHPARKER-HANNIFIN CORP$1.0M0.07%1,151CommonSOLE
770700102HOODROBINHOOD MKTS INC$1.0M0.07%8,938CommonSOLE
743315103PGRPROGRESSIVE CORP$993,9980.07%4,365CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$985,9130.07%12,066CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$976,9910.07%2,155CommonSOLE
464287408IVEISHARES TR$972,1290.07%4,584CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$970,2130.07%6,619CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$960,9780.07%1,245CommonSOLE
780259305SHELSHELL PLC$960,0140.07%13,065CommonSOLE
464287309IVWISHARES TR$954,8950.07%7,747CommonSOLE
95040Q104WELLWELLTOWER INC$954,5920.07%5,143CommonSOLE
032654105ADIANALOG DEVICES INC$951,9120.07%3,510CommonSOLE
464287648IWOISHARES TR$951,2640.07%2,945CommonSOLE
46428Q109SLVISHARES SILVER TR$935,4430.07%14,521CommonNONE
464287457SHYISHARES TR$928,9920.07%11,217CommonSOLE
209115104EDCONSOLIDATED EDISON INC$925,3640.07%9,317CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$922,3220.07%20,253CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$909,9180.07%3,137CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$901,4810.07%2,884CommonSOLE
464287622IWBISHARES TR$900,7370.07%2,412CommonSOLE
381430503GSLCGOLDMAN SACHS ETF TR$893,6300.06%6,751CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$889,5200.06%166CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$883,0030.06%5,692CommonSOLE
911363109URIUNITED RENTALS INC$880,5400.06%1,088CommonSOLE
278865100ECLECOLAB INC$877,3420.06%3,342CommonSOLE
98389B100XELXCEL ENERGY INC$869,1840.06%11,768CommonSOLE
464287226AGGISHARES TR$864,3620.06%8,654CommonSOLE
G87052109TELTE CONNECTIVITY PLC$860,6700.06%3,783CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$855,8290.06%8,566CommonSOLE
46137V597PRFZINVESCO EXCHANGE TRADED FD T$846,9000.06%18,455CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$846,3030.06%10,318CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$835,5790.06%5,822CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$821,4970.06%5,726CommonSOLE
464287556IBBISHARES TR$817,6910.06%4,845CommonSOLE
04911A107AUBATLANTIC UN BANKSHARES CORP$811,3350.06%22,984CommonNONE
125523100CITHE CIGNA GROUP$807,5250.06%2,934CommonSOLE
921946794VYMIVANGUARD WHITEHALL FDS$807,0240.06%8,967CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$805,5290.06%2,790CommonSOLE
316773100FITBFIFTH THIRD BANCORP$804,4770.06%17,186CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$802,6720.06%2,094CommonSOLE
37954Y871URAGLOBAL X FDS$802,6400.06%18,784CommonNONE
58733R102MELIMERCADOLIBRE INC$799,6610.06%397CommonSOLE
001055102AFLAFLAC INC$784,4060.06%7,114CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$784,0970.06%28,523CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$753,4120.05%4,867CommonSOLE
98978V103ZTSZOETIS INC$740,7020.05%5,887CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$736,3030.05%14,497CommonSOLE
852066208SIISPROTT INC$734,4000.05%7,500CommonNONE
55261F104MTBM & T BK CORP$732,1780.05%3,634CommonSOLE
03073E105CORCENCORA INC$727,1760.05%2,153CommonSOLE
231021106CMICUMMINS INC$719,2240.05%1,409CommonSOLE
12504L109CBRECBRE GROUP INC$708,7620.05%4,408CommonSOLE
29084Q100EMEEMCOR GROUP INC$707,8430.05%1,157CommonSOLE
G0403H108AONAON PLC$703,9960.05%1,995CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$702,3600.05%1,128CommonSOLE
281020107EIXEDISON INTL$700,9050.05%11,678CommonSOLE
806857108SLBSLB LIMITED$700,8960.05%18,262CommonNONE
808524888SCHCSCHWAB STRATEGIC TR$697,5650.05%15,321CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$695,4330.05%3,961CommonSOLE
879433829TDSTELEPHONE & DATA SYS INC$680,5180.05%16,598CommonSOLE
55354G100MSCIMSCI INC$679,8700.05%1,185CommonSOLE
302301106EZPWEZCORP INC$679,7000.05%35,000CommonSOLE
35137L105FOXAFOX CORP$669,9790.05%9,169CommonSOLE
78464A409SPYGSPDR SERIES TRUST$665,7010.05%6,239CommonSOLE
92204A702VGTVANGUARD WORLD FD$663,3260.05%880CommonSOLE
571903202MARMARRIOTT INTL INC NEW$662,9830.05%2,137CommonSOLE
855244109SBUXSTARBUCKS CORP$649,4280.05%7,712CommonSOLE
464288273SCZISHARES TR$647,6860.05%8,354CommonSOLE
23331A109DHID R HORTON INC$645,3980.05%4,481CommonSOLE
375558103GILDGILEAD SCIENCES INC$637,2570.05%5,192CommonSOLE
406216101HALHALLIBURTON CO$636,3300.05%22,517CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$635,2970.05%1,094CommonSOLE
718546104PSXPHILLIPS 66$625,4470.05%4,847CommonSOLE
88579Y101MMM3M CO$624,8700.05%3,903CommonSOLE
031100100AMEAMETEK INC$619,2150.04%3,016CommonSOLE
37045V100GMGENERAL MTRS CO$618,7460.04%7,609CommonSOLE
609207105MDLZMONDELEZ INTL INC$617,8070.04%11,477CommonSOLE
74762E102QUREQUANTA SVCS INC$617,4740.04%1,463CommonSOLE
872590104TMUST-MOBILE US INC$611,5560.04%3,012CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$609,4400.04%2,185CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$605,0480.04%2,061CommonSOLE
25746U109DDOMINION ENERGY INC$602,1290.04%10,277CommonSOLE
615369105MCOMOODYS CORP$579,8150.04%1,135CommonSOLE
59156R108METMETLIFE INC$576,9720.04%7,309CommonSOLE
778296103ROSTROSS STORES INC$573,9260.04%3,186CommonSOLE
217204106CPRTCOPART INC$570,6500.04%14,576CommonSOLE
384802104GWWWW GRAINGER INC$566,0770.04%561CommonSOLE
20030N101CMCSACOMCAST CORP NEW$563,9960.04%18,869CommonSOLE
29364G103ETRENTERGY CORP NEW$563,1190.04%6,092CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$559,3670.04%7,296CommonSOLE
G5960L103MDTMEDTRONIC PLC$558,4930.04%5,814CommonSOLE
651639106NEMNEWMONT CORP$556,7640.04%5,576CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$553,1680.04%1,578CommonSOLE
464287689IWVISHARES TR$552,8090.04%1,429CommonSOLE
540424108LLOEWS CORP$551,5080.04%5,237CommonSOLE
G0457F107ARCOARCOS DORADOS HOLDINGS INC$550,5000.04%75,000CommonSOLE
45782C870PAPRINNOVATOR ETFS TRUST$548,8540.04%14,030CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$548,7680.04%3,851CommonSOLE
45782C383PMARINNOVATOR ETFS TRUST$548,2900.04%12,200CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$539,1330.04%5,266CommonSOLE
922908595VBKVANGUARD INDEX FDS$536,6250.04%1,776CommonSOLE
902973304USBUS BANCORP DEL$523,4310.04%9,809CommonSOLE
26884L109EQTEQT CORP$516,0610.04%9,628CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$513,1330.04%18,707CommonSOLE
45168D104IDXXIDEXX LABS INC$511,4570.04%756CommonSOLE
629377508NRGNRG ENERGY INC$508,9310.04%3,196CommonSOLE
98850P109YUMCYUM CHINA HLDGS INC$499,2650.04%10,458CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$495,8700.04%8,663CommonSOLE
922908512VOEVANGUARD INDEX FDS$489,7310.04%2,761CommonSOLE
56585A102MPCMARATHON PETE CORP$488,5410.04%3,004CommonSOLE
422806208HEI/AHEICO CORP NEW$486,6850.04%1,928CommonNONE
052769106ADSKAUTODESK INC$483,6210.04%1,634CommonSOLE
55336V100MPLXMPLX LP$482,0450.04%9,032CommonNONE
871607107SNPSSYNOPSYS INC$481,9330.04%1,026CommonSOLE
233051200DBEFDBX ETF TR$480,9840.03%9,998CommonSOLE
45782C755BJUNINNOVATOR ETFS TRUST$478,6180.03%10,240CommonSOLE
922908611VBRVANGUARD INDEX FDS$475,8920.03%2,247CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$473,5860.03%1,830CommonSOLE
372460105GPCGENUINE PARTS CO$472,9040.03%3,846CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$471,9140.03%8,931CommonSOLE
032108409DIVOAMPLIFY ETF TR$469,5200.03%10,551CommonSOLE
858119100STLDSTEEL DYNAMICS INC$468,5290.03%2,765CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$465,8030.03%1,795CommonSOLE
87612E106TGTTARGET CORP$463,5310.03%4,742CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$461,7850.03%5,535CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$460,7390.03%2,489CommonSOLE
46284V101IRMIRON MTN INC DEL$460,4550.03%5,551CommonSOLE
046353108AZNNASTRAZENECA PLC$459,4660.03%4,998CommonSOLE
831754106SWBISMITH & WESSON BRANDS INC$457,8690.03%46,390CommonSOLE
30161N101EXCEXELON CORP$456,5770.03%10,474CommonSOLE
97717Y527USFRWISDOMTREE TR$455,1440.03%9,045CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$451,8610.03%1,161CommonSOLE
422806109HEIHEICO CORP NEW$451,7320.03%1,396CommonSOLE
146869102CVNACARVANA CO$446,2100.03%1,057CommonSOLE
904767803ULUNILEVER PLC$444,3280.03%6,794CommonSOLE
464287671IUSGISHARES TR$441,6820.03%2,630CommonSOLE
464287606IJKISHARES TR$438,2850.03%4,524CommonSOLE
115236101BROBROWN & BROWN INC$436,9150.03%5,482CommonSOLE
12572Q105CMECME GROUP INC$435,0160.03%1,593CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$433,2680.03%5,890CommonNONE
760759100RSGREPUBLIC SVCS INC$426,8270.03%2,014CommonSOLE
03076C106AMPAMERIPRISE FINL INC$424,1440.03%865CommonSOLE
464288885EFGISHARES TR$420,0230.03%3,687CommonSOLE
14167L103CDNACAREDX INC$419,7550.03%22,280CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$419,6310.03%4,938CommonSOLE
693718108PCARPACCAR INC$418,2190.03%3,819CommonSOLE
631103108NDAQNASDAQ INC$417,8050.03%4,302CommonSOLE
82835P103SVMSILVERCORP METALS INC$417,0000.03%50,000CommonSOLE
303250104FICOFAIR ISAAC CORP$412,5110.03%244CommonSOLE
285512109EAELECTRONIC ARTS INC$405,7990.03%1,986CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$395,9630.03%1,205CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$392,9000.03%3,281CommonSOLE
464288323NYFISHARES TR$390,0880.03%7,290CommonSOLE
570535104MKLMARKEL GROUP INC$389,0870.03%181CommonNONE
370334104GISGENERAL MLS INC$387,4380.03%8,332CommonNONE
11271J107BNBROOKFIELD CORP$387,1740.03%8,437CommonNONE
278642103EBAYEBAY INC.$386,1140.03%4,433CommonSOLE
92840M102VSTVISTRA CORP$384,4490.03%2,383CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$381,7070.03%1,178CommonSOLE
143658300CCL1EURCARNIVAL CORP$381,0780.03%12,478CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$377,5940.03%2,775CommonSOLE
254067101DDSDILLARDS INC$372,8990.03%615CommonSOLE
N97284108NBISNEBIUS GROUP N.V.$372,8220.03%4,454CommonSOLE
958669103WESWESTERN MIDSTREAM PARTNERS L$366,1260.03%9,269CommonNONE
174610105CFGCITIZENS FINL GROUP INC$365,9970.03%6,266CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$365,0070.03%820CommonSOLE
773121108RKLBROCKET LAB CORP$364,0080.03%5,218CommonSOLE
78468R408SJNKSPDR SERIES TRUST$359,6400.03%14,204CommonSOLE
443201108HWMHOWMET AEROSPACE INC$356,3250.03%1,738CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$354,3250.03%1,584CommonSOLE
464288414MUBISHARES TR$353,4080.03%3,299CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$353,3610.03%4,145CommonSOLE
808524607SCHASCHWAB STRATEGIC TR$352,0700.03%12,362CommonSOLE
055622104BPBP PLC$351,0280.03%10,107CommonSOLE
889478103TOLTOLL BROTHERS INC$341,9710.02%2,529CommonSOLE
50212V100LPLALPL FINL HLDGS INC$340,3830.02%953CommonSOLE
22160N109CSGPCOSTAR GROUP INC$339,7640.02%5,053CommonNONE
892356106TSCOTRACTOR SUPPLY CO$336,6670.02%6,732CommonSOLE
084423102WRBBERKLEY W R CORP$336,5760.02%4,800CommonSOLE
464287879IJSISHARES TR$334,7920.02%2,944CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$333,8600.02%4,225CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$326,0340.02%2,188CommonSOLE
46434V456IQLTISHARES TR$325,6490.02%7,165CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$315,7620.02%4,910CommonSOLE
13321L108CCJCAMECO CORP$314,4510.02%3,437CommonNONE
F92124100TTETOTALENERGIES SE$313,8200.02%4,797CommonSOLE
05464C101AXONAXON ENTERPRISE INC$312,9290.02%551CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$310,0930.02%3,550CommonSOLE
11276H106BIPCBROOKFIELD INFRASTRUCTURE CO$308,7650.02%6,801CommonNONE
56501R106MFCMANULIFE FINL CORP$306,3120.02%8,443CommonSOLE
761152107RMDRESMED INC$305,9050.02%1,270CommonSOLE
345370860FFORD MTR CO$301,5890.02%22,987CommonSOLE
654106103NKENIKE INC$300,2380.02%4,713CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$299,0970.02%5,123CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$294,2920.02%3,440CommonSOLE
92939U106WECWEC ENERGY GROUP INC$290,7530.02%2,757CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC D$286,9010.02%134CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$282,4900.02%2,050CommonSOLE
911718104CPERUNITED STS COMMODITY INDEX F$280,9740.02%8,037CommonNONE
670346105NUENUCOR CORP$280,0600.02%1,717CommonSOLE
69351T106PPLPPL CORP$279,4250.02%7,979CommonSOLE
127097103CTRACOTERRA ENERGY INC$276,0970.02%10,490CommonSOLE
922908553VNQVANGUARD INDEX FDS$270,0710.02%3,052CommonSOLE
31428X106FDXFEDEX CORP$269,2030.02%932CommonSOLE
46137V282RSPTINVESCO EXCHANGE TRADED FD T$268,0990.02%5,891CommonSOLE
464288158SUBISHARES TR$266,8570.02%2,501CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$266,8530.02%969CommonSOLE
G8473T100STESTERIS PLC$265,6890.02%1,048CommonNONE
87612G101TRGPTARGA RES CORP$265,3110.02%1,438CommonSOLE
25525P107DHCDIVERSIFIED HEALTHCARE TR$263,6070.02%54,352CommonSOLE
69370C100PTCPTC INC$263,4060.02%1,512CommonSOLE
25434V666DFLVDIMENSIONAL ETF TRUST$263,3310.02%7,697CommonSOLE
33734X176FXLFIRST TR EXCHANGE TRADED FD$263,1900.02%1,564CommonSOLE
77311W101RKTROCKET COS INC$262,0760.02%13,537CommonSOLE
97717X669DGRWWISDOMTREE TR$261,5830.02%2,925CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$261,3510.02%1,508CommonSOLE
G7S00T104PNRPENTAIR PLC$261,1830.02%2,508CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$259,6110.02%2,251CommonSOLE
25754A201DPZDOMINOS PIZZA INC$256,3440.02%615CommonSOLE
231561101CWCURTISS WRIGHT CORP$255,7890.02%464CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$255,3230.02%3,045CommonSOLE
871829107SYYSYSCO CORP$254,2310.02%3,450CommonSOLE
020002101ALLALLSTATE CORP$254,1510.02%1,221CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$253,9000.02%2,647CommonSOLE
92204A405VFHVANGUARD WORLD FD$253,6310.02%1,900CommonNONE
988498101YUMYUM BRANDS INC$252,1840.02%1,667CommonSOLE
30040W108ESEVERSOURCE ENERGY$250,6700.02%3,723CommonSOLE
526057104LENLENNAR CORP$250,0100.02%2,432CommonSOLE
72201R866MUNIPIMCO ETF TR$249,4190.02%4,759CommonSOLE
H2906T109GRMNGARMIN LTD$248,4910.02%1,225CommonSOLE
89832Q109TFCTRUIST FINL CORP$247,9690.02%5,039CommonSOLE
46434V803HEFAISHARES TR$245,5960.02%5,938CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$244,2550.02%2,421CommonSOLE
46431W838MEARISHARES U S ETF TR$244,2530.02%4,854CommonSOLE
91529Y106UNMUNUM GROUP$241,9550.02%3,122CommonSOLE
464287705IJJISHARES TR$241,0730.02%1,832CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$241,0390.02%5,996CommonSOLE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$239,5130.02%2,589CommonSOLE
21873S108CRWVCOREWEAVE INC$236,7430.02%3,306CommonNONE
98419M100XYLXYLEM INC$236,4080.02%1,736CommonSOLE
74743L100QQNITY ELECTRONICS INC$236,2130.02%2,893CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$235,1240.02%2,268CommonSOLE
922475108VEEVVEEVA SYS INC$232,3820.02%1,041CommonNONE
682680103OKEONEOK INC NEW$231,2310.02%3,146CommonSOLE
833445109SNOWSNOWFLAKE INC$227,2570.02%1,036CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$227,2030.02%1,449CommonSOLE
03743Q108APAAPA CORPORATION$227,0130.02%9,281CommonSOLE
688239201OSKOSHKOSH CORP$227,0130.02%1,807CommonSOLE
78464A763SDYSPDR SERIES TRUST$224,7430.02%1,615CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$224,7420.02%2,204CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$223,8770.02%563CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$223,7730.02%6,109CommonSOLE
34959E109FTNTFORTINET INC$223,0630.02%2,809CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$222,5480.02%572CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$222,2900.02%1,094CommonSOLE
98983L108ZWSZURN ELKAY WATER SOLNS CORP$221,5250.02%4,765CommonSOLE
457669307INSMINSMED INC$221,2050.02%1,271CommonSOLE
18915M107NETCLOUDFLARE INC$220,8080.02%1,120CommonSOLE
199908104FIXCOMFORT SYS USA INC$220,2560.02%236CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$215,2330.02%858CommonSOLE
46137V613PRFINVESCO EXCHANGE TRADED FD T$214,5180.02%4,572CommonSOLE
26875P101EOGEOG RES INC$214,3250.02%2,041CommonSOLE
092528207INMUBLACKROCK ETF TRUST II$213,1150.02%8,865CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$212,9420.02%1,471CommonSOLE
744320102PRUPRUDENTIAL FINL INC$210,9730.02%1,869CommonSOLE
00123Q104AGNCAGNC INVT CORP$208,7720.02%19,475CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$206,7040.02%1,375CommonSOLE
922908637VVVANGUARD INDEX FDS$206,1940.01%655CommonSOLE
690742101OCOWENS CORNING NEW$205,8020.01%1,839CommonSOLE
29362U104ENTGENTEGRIS INC$205,5700.01%2,440CommonSOLE
464287101OEFISHARES TR$204,7530.01%597CommonSOLE
257701201DGICADONEGAL GROUP INC$204,1360.01%10,217CommonSOLE
704326107PAYXPAYCHEX INC$201,9240.01%1,800CommonSOLE
216648501COOCOOPER COS INC$201,6220.01%2,460CommonSOLE
775711104ROLROLLINS INC$201,1270.01%3,351CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$200,9700.01%1,540CommonSOLE
92343E102VRSNVERISIGN INC$200,1910.01%824CommonSOLE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$200,1040.01%2,625CommonSOLE
74255Y888PREFPRINCIPAL EXCHANGE TRADED FD$192,8170.01%10,111CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$184,2570.01%10,620CommonSOLE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$167,3860.01%10,554CommonSOLE
486606106KYNKAYNE ANDERSON ENERGY INFRST$156,8310.01%12,668CommonSOLE
05964H105SANBANCO SANTANDER SA$131,9980.01%11,253CommonSOLE
G0250X107AMCRAMCOR PLC$97,4780.01%11,688CommonSOLE
178587101CIOCITY OFFICE REIT INC$90,5620.01%12,956CommonSOLE
08975B109BBAIBIGBEAR AI HLDGS INC$87,3610.01%16,178CommonSOLE
L02235106AMBPARDAGH METAL PACKAGING S A$82,6480.01%20,158CommonSOLE
02875D109AOUTAMERICAN OUTDOOR BRANDS INC$82,5250.01%10,676CommonSOLE
14057J101CFFNCAPITOL FED FINL INC$78,8120.01%11,573CommonSOLE
91823B109UWMCUWM HOLDINGS CORPORATION$71,9370.01%16,424CommonSOLE
29382R107EVCENTRAVISION COMMUNICATIONS C$36,4110.00%12,427CommonSOLE
78397Q109SESSES AI CORPORATION$25,9400.00%14,411CommonSOLE
84921RAB6SPOT 0 03/15/26SPOTIFY USA INC$17,0250.00%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.