MondegarAI
Ramirez Asset Management, Inc.

Q2 2024 · 13F-HR

Ramirez Asset Management, Inc.holdings as filed

Filed 2024-08-14 · accession 0001992110-24-000006

$491.3M
Reported value
394
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
874039100TSMTAIWAN SEMICONDUCTOR MFG ADR$24.6M5.02%141,801CommonSOLE
48241A105KBKB FINANCIAL GROUP INC ADR$13.6M2.76%239,654CommonSOLE
88032Q109TCEHYTENCENT HLDGS LTD ADR$11.0M2.23%230,005CommonSOLE
45104G104IBNICICI BANK LTD ADR$10.7M2.18%372,277CommonSOLE
722304102PDDPDD HOLDINGS INC ADS$8.4M1.70%62,934CommonSOLE
Y8162K204SBLKSTAR BULK CARRIERS CORP SHS PA$8.1M1.66%333,651CommonSOLE
466110103JBS SA ADR$7.9M1.60%674,260CommonSOLE
83404D109SFTBYSOFTBANK GROUP CORP ADR$7.8M1.59%241,272CommonSOLE
40415F101HDBHDFC BANK LTD ADR$7.5M1.53%117,229CommonSOLE
594918104MSFTMicrosoft Corp$7.5M1.53%16,853CommonSOLE
N07059210ASMLASML HOLDING NV NY REGISTRY$7.3M1.49%7,144CommonSOLE
465562106ITUBITAU UNIBANCO HLDG PREF ADR$7.3M1.48%1,243,956CommonSOLE
67066G104NVDANvidia Corporation$7.2M1.47%58,592CommonSOLE
824596100SHGSHINHAN FINANCIAL GROUP ADR$6.9M1.41%199,306CommonSOLE
58533E103MPNGYMEITUAN ADS$6.8M1.37%237,319CommonSOLE
40052P107GBOOYGRUPO FINANCIERO BANORTE SA ADR$6.6M1.34%168,775CommonSOLE
037833100AAPLApple Inc$6.3M1.28%29,877CommonSOLE
G87110105FTITECHNIPFMC PLC$6.1M1.25%234,295CommonSOLE
01609W102BABAALIBABA GROUP HOLDING LTD ADR$6.0M1.23%83,897CommonSOLE
251566105DTEGYDEUTSCHE TELEKOM AG ADR$6.0M1.21%236,692CommonSOLE
29082A107EMBJEMBRAER SA ADR$5.8M1.17%223,292CommonSOLE
86562M209SMFGSUMITOMO MITSUI FINL GROUP ADR$5.7M1.15%421,708CommonSOLE
86959K105SUZSUZANO SA ADS$5.6M1.15%548,766CommonSOLE
82706C108SIMOSILICON MOTION TECHNOLOGY CORP$5.5M1.12%67,856CommonSOLE
71654V408PBRPETROBRAS ADR$5.2M1.05%355,472CommonSOLE
75972B101RNECYRENESAS ELECTRONICS CORP ADR$5.1M1.03%541,132CommonSOLE
595112103MUMICRON TECHNOLOGY INC$5.0M1.03%38,388CommonSOLE
404280406HSBCHSBC HLDGS PLC ADR$5.0M1.02%115,024CommonSOLE
059578104BDORYBANCO DO BRASIL SA ADR$4.9M0.99%1,017,307CommonSOLE
G89479102TRMDTORM PLC CL A$4.9M0.99%125,457CommonSOLE
76206K107RNMBYRHEINMETALL AG ADR$4.8M0.98%47,008CommonSOLE
89151E109TTENTOTALENERGIES SE ADR$4.3M0.88%64,521CommonSOLE
05523R107BAESYBAE SYSTEM PLC ADR$4.2M0.86%63,049CommonSOLE
054536107AXAHYAXA ADR$4.2M0.85%127,171CommonSOLE
35958N107FUJIYFUJIFILM HLDGS CORP ADR$4.1M0.84%354,662CommonSOLE
878742204TECKTECK RESOURCES LTD USR$4.0M0.81%83,141CommonSOLE
046353108AZNNASTRAZENECA PLC ADR$4.0M0.81%50,953CommonSOLE
92837L109VISTVISTA ENERGY SAB DE CV ADS$3.9M0.79%84,852CommonSOLE
29286D105ENGIYENGIE SA ADR$3.8M0.77%263,915CommonSOLE
92334N103VEOEYVEOLIA ENVIRONMENT ADR$3.7M0.76%250,383CommonSOLE
433578507HTHIYHITACHI LTD ADR$3.7M0.75%81,398CommonSOLE
023135106AMZNAmazon com Inc$3.7M0.74%18,940CommonSOLE
02079K107GOOGAlphabet Inc Cl C$3.6M0.73%19,576CommonSOLE
904678406UNCRYUNICREDIT SPA ADR$3.5M0.71%188,655CommonSOLE
803021807SSLZYSANTOS LTD ADR$3.5M0.71%679,235CommonSOLE
35671D857FCXFREEPORT MCMORAN INC$3.4M0.69%70,110CommonSOLE
45662N103IFNNYINFINEON TECHNOLOGIES AG ADR$3.4M0.69%92,511CommonSOLE
G54950103LINLINDE PLC SHS$3.4M0.69%7,730CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$3.4M0.69%19,281CommonSOLE
02079K305GOOGLAlphabet Inc Cl A$3.3M0.68%18,356CommonSOLE
30303M102METAMeta Platforms Inc Cl A$3.3M0.67%6,570CommonSOLE
00215W100ASXASE TECHNOLOGY HOLDING CO ADS$3.2M0.66%283,068CommonSOLE
670100205NVONOVO NORDISK AS ADR$3.2M0.66%22,608CommonSOLE
056752108BIDUBAIDU INC ADR REP A$3.2M0.65%37,038CommonSOLE
M46528101FROFRONTLINE PLC USR$3.2M0.65%123,869CommonSOLE
69807K105DQJCYPAN PACIFIC INTL HLDGS CORP ADR$3.1M0.64%134,098CommonSOLE
799926100SDZNYSANDOZ GROUP AG ADS$3.1M0.64%86,411CommonSOLE
853254100SCBFYSTANDARD CHARTERED PLC ADS$3.1M0.64%172,655CommonSOLE
46625H100JPMJPMorgan Chase and Co$3.1M0.62%15,127CommonSOLE
009279100EADSYAIRBUS SE ADR$2.6M0.52%74,799CommonSOLE
464287614IWFiShares Russell 1000 Growth ET$2.6M0.52%7,050CommonSOLE
502441306LVMUYLVMH MOET HENNESSY LOU VUIT ADR$2.5M0.51%16,243CommonSOLE
92826C839VViSA Inc Cl A$2.4M0.49%9,195CommonSOLE
28258A107ESAIYEISAI CO LTD ADR$2.4M0.48%230,289CommonSOLE
00287Y109ABBVAbbvie Inc$2.4M0.48%13,734CommonSOLE
871607107SNPSSynopsys Inc$2.3M0.47%3,864CommonSOLE
853118206SGBLYSTANDARD BANK GROUP LTD ADR$2.3M0.46%195,052CommonSOLE
573810207MARUYMARUBENI CORP ADR$2.2M0.46%12,109CommonSOLE
54211N101LONDON STOCK EXCHANGE GROUP ADR$2.2M0.45%75,034CommonSOLE
N82405106STLASTELLANTIS NV SHS$2.2M0.45%111,546CommonSOLE
58933Y105MRKMerck and Co Inc$2.2M0.45%17,768CommonSOLE
23381D102DSNKYDAIICHI SANKYO CO LTD ADR$2.2M0.44%62,784CommonSOLE
00212G108ASMVYASMPT LTD ADR$2.1M0.43%51,050CommonSOLE
456837103INGING GROEP NV ADR$2.1M0.43%124,081CommonSOLE
149123101CATCaterpillar Inc$2.1M0.42%6,238CommonSOLE
038222105AMATApplied Materials Inc$2.1M0.42%8,766CommonSOLE
482480100KLACKLA Corp New$2.0M0.41%2,463CommonSOLE
500631106KEPKOREA ELEC POWER CORP ADR$2.0M0.41%286,039CommonSOLE
78440P306SKMSK TELECOM LTD ADR NEW$2.0M0.41%96,239CommonSOLE
35969L108YMMFULL TRUCK ALLIANCE CO LTD ADS$1.9M0.38%234,959CommonSOLE
443251103HOCPYHOYA CORP ADR$1.9M0.38%16,228CommonSOLE
91324P102UNHUnitedhealth Group Inc$1.8M0.37%3,559CommonSOLE
018802108LNTAlliant Energy Corp$1.8M0.37%35,408CommonSOLE
03076C106AMPAmeriprise Financial Inc$1.8M0.36%4,197CommonSOLE
369550108GDGeneral Dynamics Corp$1.7M0.35%5,927CommonSOLE
00724F101ADBEAdobe Inc$1.7M0.35%3,081CommonSOLE
060505104BACBank of America Corp$1.7M0.34%42,030CommonSOLE
927320101VCISYVINCI SA ADR$1.7M0.34%63,361CommonSOLE
153766100CJPRYCENTRAL JAPAN RAILWAY CO ADR$1.7M0.34%153,899CommonSOLE
56585A102MPCMarathon Petroleum Corp$1.7M0.34%9,544CommonSOLE
89677Q107TCOMTRIP COM GROUP LTD ADR$1.6M0.32%33,493CommonSOLE
142339100CSLCarlisle Cos Inc$1.6M0.32%3,875CommonSOLE
63975K104NDBKYNEDBANK GROUP LTD ADR$1.5M0.31%110,031CommonSOLE
79466L302CRMSalesforce Inc$1.5M0.31%5,986CommonSOLE
053332102AZOAutozone Inc$1.5M0.31%512CommonSOLE
858119100STLDSteel Dynamics Inc$1.5M0.31%11,604CommonSOLE
48268K101KTKT CORP ADR$1.5M0.30%107,600CommonSOLE
09857L108BKNGBooking Holdings Inc$1.5M0.30%370CommonSOLE
701094104PHParker Hannifin Corp$1.5M0.30%2,883CommonSOLE
438516106HONHoneywell Intl Inc$1.4M0.29%6,710CommonSOLE
565849106MRO*Marathon Oil Corp$1.4M0.29%48,948CommonSOLE
053484101AVBAvalonbay Communities Inc$1.4M0.28%6,646CommonSOLE
981064108WFWOORI FINANCIAL GROUP INC ADR$1.4M0.28%42,737CommonSOLE
G29183103ETNEaton Corp plc$1.4M0.28%4,344CommonSOLE
718546104PSXPhillips 66$1.3M0.27%9,562CommonSOLE
713448108PEPPepsiCo Inc$1.3M0.27%8,001CommonSOLE
168919108CICHYCHINA CONSTR BANK CORP ADR$1.3M0.26%87,977CommonSOLE
679580100ODFLOld Dominion Freight Line Inc$1.3M0.26%7,209CommonSOLE
883556102TMOThermo Fisher Scientific Inc$1.3M0.25%2,261CommonSOLE
461202103INTUIntuit$1.2M0.25%1,880CommonSOLE
101137107BSXBoston Scientific Corp$1.2M0.25%15,835CommonSOLE
L44385109GLOBGLOBANT SA USR$1.2M0.25%6,833CommonSOLE
025816109AXPAmerican Express Co$1.2M0.25%5,229CommonSOLE
863667101SYKStryker Corporation$1.2M0.24%3,516CommonSOLE
11135F101AVGOBroadcom Inc$1.2M0.24%743CommonSOLE
647581206EDUNEW ORIENTAL ED and TECHNOLOGY$1.2M0.24%15,187CommonSOLE
620076307MSIMotorola Solutions Inc$1.2M0.24%3,048CommonSOLE
007903107AMDAdvanced Micro Devices Inc$1.2M0.24%7,187CommonSOLE
171340102CHDChurch and Dwight Co Inc$1.1M0.22%10,551CommonSOLE
002824100ABTAbbott Laboratories$1.1M0.22%10,382CommonSOLE
744320102PRUPrudential Financial Inc$1.0M0.21%8,801CommonSOLE
G0457F107ARCOARCOS DORADOS HOLDINGS INC$1.0M0.21%113,882CommonSOLE
78409V104SPGIS and P Global Inc$1.0M0.21%2,297CommonSOLE
66981J102MNSOMINISO GROUP HOLDING LTD ADS$1.0M0.21%53,004CommonSOLE
151290889CXCEMEX SA ADR$994,7870.20%155,679CommonSOLE
125523100CIThe Cigna Group$994,6850.20%3,009CommonSOLE
125896100CMSCMS Energy Corp$983,5550.20%16,522CommonSOLE
25278X109FANGDiamondback Energy Inc$978,1280.20%4,886CommonSOLE
29444U700EQIXEquinix Inc$960,1250.20%1,269CommonSOLE
416515104HIGHartford Financial Services Gr$947,0870.19%9,420CommonSOLE
23331A109DHID R Horton Inc$912,8040.19%6,477CommonSOLE
P16994132BLXBANCO LATINOAMERICANO COME$881,1400.18%29,698CommonSOLE
693506107PPGPPG Industries Inc$865,6200.18%6,876CommonSOLE
464287200IVViShares Core S and P 500 ETF$850,9430.17%1,555CommonSOLE
571903202MARMarriott Intl Inc Cl A$839,9090.17%3,474CommonSOLE
74340W103PLDPrologis Inc$824,0180.17%7,337CommonSOLE
437076102HDHome Depot Inc$820,3240.17%2,383CommonSOLE
682680103OKEONEOK Inc$812,9720.17%9,969CommonSOLE
235851102DHRDanaher Corporation$793,2740.16%3,175CommonSOLE
46115H107ISNPYIntesa San Paolo SpA ADR$743,4450.15%33,308CommonSOLE
91913Y100VLOValero Energy Corp$731,2850.15%4,665CommonSOLE
654106103NKENike Inc Cl B$708,9300.14%9,406CommonSOLE
000375204ABBNYABB LTD ADR$689,0810.14%12,404CommonNONE
45866F104ICEIntercontinental Exchange Inc$686,7770.14%5,017CommonSOLE
548661107LOWLowes Cos Inc$682,9850.14%3,098CommonSOLE
464287234EEMISHARES MSCI EMERGING MKTS ETF$675,6230.14%15,863CommonNONE
704326107PAYXPaychex Inc$617,9350.13%5,212CommonSOLE
629334103NNGRYNN Group NV ADR$601,0970.12%25,816CommonSOLE
921910725VSGXVANGUARD ESG INTL STOCK ETF$596,5240.12%10,416CommonSOLE
N53745100LYBLyondellBasell Industries NV$575,9690.12%6,021CommonSOLE
670875509OMVKYOMV AG ADR New$575,2680.12%52,804CommonSOLE
617446448MSMorgan Stanley$572,4490.12%5,890CommonSOLE
824348106SHWSherwin Williams Co$550,6030.11%1,845CommonSOLE
74460D109PSAPublic Storage$546,2470.11%1,899CommonSOLE
172967424CCitigroup Inc New$522,5930.11%8,235CommonSOLE
127387108CDNSCadence Design System Inc$510,5570.10%1,659CommonSOLE
17275R102CSCOCisco Systems Inc$503,9390.10%10,607CommonSOLE
428291108HXLHexcel Corp$500,1000.10%8,008CommonSOLE
040413106ANETEURArista Networks Inc$499,4340.10%1,425CommonSOLE
126408103CSXCSX Corp$495,9630.10%14,827CommonSOLE
G0450A105ACGLArch Capital Group Ltd$476,6040.10%4,724CommonSOLE
015393101ALFVYALFA LAVAL AB SWEDEN ADR$455,3700.09%10,391CommonNONE
G8994E103TTTrane Technologies plc$440,1080.09%1,338CommonSOLE
392483103GOFPYGreek Org Of Football Prognost$422,1360.09%52,833CommonSOLE
09260D107BXBlackstone Inc$404,3310.08%3,266CommonSOLE
384802104GWWWW Grainger Inc$401,4970.08%445CommonSOLE
512807108LRCXEURLAM Research Corp$381,2160.08%358CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$371,7950.08%3,470CommonNONE
427866108HSYHershey Co$365,6380.07%1,989CommonSOLE
92345Y106VRSKVerisk Analytics Inc$359,5800.07%1,334CommonSOLE
34959E109FTNTFortinet Inc$354,8090.07%5,887CommonSOLE
03073E105CORCencora Inc$337,2740.07%1,497CommonSOLE
526057104LENLennar Corp Cl A$336,7580.07%2,247CommonSOLE
43300A203HLTHilton Worldwide Holdings Inc$334,5010.07%1,533CommonSOLE
398438408GRFSGRIFOLS SA ADR REP B NVT$330,2180.07%52,374CommonNONE
78462F103SPYSPDR S and P 500 ETF Trust$326,5320.07%600CommonSOLE
573284106MLMMartin Marietta Materials Inc$322,3710.07%595CommonSOLE
760759100RSGRepublic Services Inc$316,3860.06%1,628CommonSOLE
277276101EGPEastgroup Properties Inc$311,9630.06%1,834CommonSOLE
68902V107OTISOtis Worldwide Corp$300,4270.06%3,121CommonSOLE
031100100AMEAmetek Inc$299,2440.06%1,795CommonSOLE
778296103ROSTRoss Stores Inc$298,9230.06%2,057CommonSOLE
7591EP100RFRegions Financial Corp$289,5780.06%14,450CommonSOLE
G3223R108EGEverest Group Ltd$281,9550.06%740CommonSOLE
742718109PGProcter and Gamble Co$273,7670.06%1,660CommonSOLE
00846U101AAgilent Technologies Inc$270,6670.06%2,088CommonSOLE
60855R100MOHMolina Healthcare Inc$269,9480.05%908CommonSOLE
49338L103KEYSKeysight Technologies Inc$266,5260.05%1,949CommonSOLE
05722G100BKRBaker Hughes Company Cl A$250,4810.05%7,122CommonSOLE
443510607HUBBHubbell Inc$249,6230.05%683CommonSOLE
291011104EMREmerson Electric Co$246,0970.05%2,234CommonSOLE
55354G100MSCIMsci Inc$245,2110.05%509CommonSOLE
580135101MCDMcDonalds Corp$242,0980.05%950CommonSOLE
12572Q105CMECME Group Inc$235,9200.05%1,200CommonSOLE
46138G847PBDInvesco Global Clean Energy ETF$230,9490.05%17,082CommonSOLE
30225T102EXRExtra Space Storage Inc$230,4730.05%1,483CommonSOLE
233331107DTEDTE Energy Co$225,3500.05%2,030CommonSOLE
45073V108ITTItt Inc$210,4340.04%1,629CommonSOLE
231561101CWCurtiss Wright Corp$208,9260.04%771CommonSOLE
231021106CMICummins Inc$204,9280.04%740CommonSOLE
03027X100AMTAmerican Tower Corp$204,0990.04%1,050CommonSOLE
81369Y803XLKTechnology Select Sector SPDR$203,6070.04%900CommonSOLE
98956P102ZBHZimmer Biomet Holdings Inc$199,8040.04%1,841CommonSOLE
345370860FFord Motor Co$198,8220.04%15,855CommonSOLE
464287861IEViShares Europe ETF$197,1360.04%3,600CommonSOLE
04621X108AIZAssurant Inc$196,1750.04%1,180CommonSOLE
216648501COOCooper Cos Inc$193,1080.04%2,212CommonSOLE
32054K103FRFirst Industrial Realty Trust$192,4150.04%4,050CommonSOLE
03662Q105AKXAnsys Inc$191,2920.04%595CommonSOLE
46434G764EMXCISHARES MSCI EMexCHINA ETF$186,5390.04%3,151CommonSOLE
478160104JNJJohnson and Johnson$186,5000.04%1,276CommonSOLE
159864107CRLCharles River Laboratories Int$184,2690.04%892CommonSOLE
504922105LHLabcorp Holdings Inc$182,3450.04%896CommonSOLE
38141G104GSGoldman Sachs Group Inc$180,9280.04%400CommonSOLE
857477103STTState Street Corp$179,2280.04%2,422CommonSOLE
87612E106TGTTarget Corp$177,6480.04%1,200CommonSOLE
45687V106IRIngersoll Rand Inc$172,5960.04%1,900CommonSOLE
281020107EIXEdison Intl$172,3440.04%2,400CommonSOLE
94106L109WMWaste Management Inc Del$170,6720.03%800CommonSOLE
253868103DLRDigital Realty Trust Inc$165,1260.03%1,086CommonSOLE
97717W422EPIWisdomtree India Earnings Fund$156,9100.03%3,250CommonSOLE
023608102AEEAmeren Corp$153,6690.03%2,161CommonSOLE
G51502105JCIJohnson Controls Intl Plc$152,8810.03%2,300CommonSOLE
78464A599XSWSPDR S and P Software and Services ETF$151,1130.03%1,000CommonSOLE
902252105TYLTyler Technologies Inc$150,8340.03%300CommonSOLE
117043109BCBrunswick Corp$149,7610.03%2,058CommonSOLE
00971T101AKAMAkamai Technologies Inc$146,2900.03%1,624CommonSOLE
446413106HIIHuntington Ingalls Industries$145,0880.03%589CommonSOLE
464287507IJHiShares Core S and P Mid Cap ETF$138,9850.03%2,375CommonSOLE
66987V109NVSNovartis AG ADR$138,3980.03%1,300CommonSOLE
92204A603VISVanguard Industrials Etf$136,4280.03%580CommonSOLE
237194105DRIDarden Restaurants Inc$136,1880.03%900CommonSOLE
23804L103DDOGDatadog Inc Cl A$136,1740.03%1,050CommonSOLE
92204A504VHTVanguard Health Care Etf$135,6600.03%510CommonSOLE
697435105PANWPalo Alto Networks Inc$135,6040.03%400CommonSOLE
59156R108METMetlife Inc$133,3610.03%1,900CommonSOLE
127097103CTRACoterra Energy Inc$133,3500.03%5,000CommonSOLE
31620M106FISFidelity Natl Information Serv$130,9000.03%1,737CommonSOLE
G8473T100STESteris plc$130,4070.03%594CommonSOLE
632307104NTRANatera Inc$129,9480.03%1,200CommonSOLE
009158106APDAir Prods and Chems Inc$129,0250.03%500CommonSOLE
G1151C101ACNAccenture plc Ireland Class A$128,9490.03%425CommonSOLE
21036P108STZConstellation Brands Inc Cl A$128,6400.03%500CommonSOLE
H1467J104CBChubb Limited$127,5400.03%500CommonSOLE
22160K105COSTCostco Wholesale Corp$127,4980.03%150CommonSOLE
78464A870XBISPDR S and P Biotech ETF$127,4760.03%1,375CommonSOLE
922042858VWOVANGUARD FTSE EMERGING MARKETS$127,0140.03%2,903CommonSOLE
921932885IVOOVanguard S and P Mid Cap 400 Etf$126,8610.03%1,280CommonSOLE
084670702BRK/BBerkshire Hathaway Inc Cl B$122,0400.02%300CommonSOLE
36262G101GXOGXO Logistics Incorporated$121,2000.02%2,400CommonSOLE
058498106BALLBall Corp$121,0000.02%2,016CommonSOLE
92204A405VFHVanguard Financials Etf$120,8550.02%1,210CommonSOLE
21037T109CEGConstellation Energy Corp$120,1620.02%600CommonSOLE
573874104MRVLMarvell Technology Inc$118,8300.02%1,700CommonSOLE
81762P102NOWServiceNow Inc$118,0000.02%150CommonSOLE
G4705A100ICLRIcon plc$117,5510.02%375CommonSOLE
20030N101CMCSAComcast Corp Cl A$117,4800.02%3,000CommonSOLE
90384S303ULTAUlta Beauty Inc$115,7610.02%300CommonSOLE
833445109SNOWSnowflake Inc Cl A$114,8260.02%850CommonSOLE
26614N102DDDuPont de Nemours Inc$112,6860.02%1,400CommonSOLE
14316J108CGCarlyle Group Inc$112,4200.02%2,800CommonSOLE
922475108VEEVVeeva Systems Inc Cl A$109,8060.02%600CommonSOLE
92206C664VTWOVanguard Russell 2000 Etf$109,1840.02%1,332CommonSOLE
48251W104KKRKKR and Co Inc$105,2400.02%1,000CommonSOLE
15135B101CNCCentene Corp$99,3840.02%1,499CommonSOLE
464287481IWPiShares Russell Mid Cap Growth$99,3150.02%900CommonSOLE
052769106ADSKAutodesk Inc$98,9800.02%400CommonSOLE
46982L108JJacobs Solutions Inc$97,7970.02%700CommonSOLE
443573100HUBSHubspot Inc$97,3150.02%165CommonSOLE
808513105SCHWCharles Schwab Corp$95,7970.02%1,300CommonSOLE
806857108SLBSchlumberger Ltd$95,5390.02%2,025CommonSOLE
922908595VBKVanguard Small Cap Growth Etf$95,0490.02%380CommonSOLE
18915M107NETCloudflare Inc Cl A$91,1130.02%1,100CommonSOLE
803054204SAPSAP SE ADR$90,7690.02%450CommonSOLE
254687106DISWalt Disney Co$89,3610.02%900CommonSOLE
887389104TKRTimken Co$88,1430.02%1,100CommonSOLE
82509L107SHOPShopify Inc Cl A$85,8650.02%1,300CommonSOLE
G6700G107NVTnVent Electric plc$84,2710.02%1,100CommonSOLE
91879Q109MTNVail Resorts Inc$81,7790.02%454CommonSOLE
Y7542C130STNGSCORPIO TANKERS INC SHS$81,2900.02%1,000CommonSOLE
110122108BMYBristol Myers Squibb Co$79,5710.02%1,916CommonSOLE
M6191J100FROGJFrog Ltd$75,1000.02%2,000CommonSOLE
949746101WMT2Wells Fargo Co$73,8810.02%1,244CommonSOLE
934550203WMGWarner Music Group Corp Cl A$73,5600.01%2,400CommonSOLE
166764100CVXChevron Corp$72,5790.01%464CommonSOLE
92204A207VDCVanguard Consumer Staples Etf$70,0450.01%345CommonSOLE
46434V696IPACiShares Core MSCI Pacific ETF$67,3420.01%1,100CommonSOLE
G5960L103MDTMedtronic plc$66,9030.01%850CommonSOLE
744573106PEGPublic Service Enterprise Group$65,0770.01%883CommonSOLE
717081103PFEPfizer Inc$64,9140.01%2,320CommonSOLE
79589L106IOTSamsara Inc Cl A$64,0300.01%1,900CommonSOLE
858912108SRCLEURStericycle Inc$63,9430.01%1,100CommonSOLE
92204A876VPUVanguard Utilities Etf$62,1260.01%420CommonSOLE
921943858VEAVanguard FTSE Developed Market$62,0220.01%1,255CommonSOLE
031162100AMGNAmgen Inc$61,8650.01%198CommonSOLE
74982T103RXORXO Inc$60,1450.01%2,300CommonSOLE
922042874VGKVanguard FTSE Europe ETF$60,0930.01%900CommonSOLE
09075V102BNTXBiontech SE ADS$56,2520.01%700CommonSOLE
922042866VPLVanguard FTSE Pacific ETF$55,6350.01%750CommonSOLE
500458401KMTUYKOMATSU LTD ADR$55,5200.01%1,912CommonSOLE
41021P103HPSHancock John Pfd Income Fund I$55,3350.01%3,500CommonSOLE
H11356104BGBunge Global SA$53,3850.01%500CommonSOLE
30161N101EXCExelon Corp$51,9150.01%1,500CommonSOLE
14448C104CARRCarrier Global Corporation$46,0480.01%730CommonSOLE
336433107FSLRFirst Solar Inc$45,0920.01%200CommonSOLE
90353T100UBERUber Technologies Inc$43,6080.01%600CommonSOLE
641069406NSRGYNESTLE SA ADR$42,5630.01%417CommonSOLE
46435U713IFRAiShares TR US Infrastruc$42,1200.01%1,000CommonSOLE
68163W208OLYMYOLYMPUS CORP ADR$41,8220.01%2,594CommonSOLE
911312106UPSUnited Parcel Service Inc Cl B$41,0550.01%300CommonSOLE
55024U109LITELumentum Holdings Inc$40,7360.01%800CommonSOLE
37637K108GTLBGitlab Inc Class A$39,7760.01%800CommonSOLE
464287465EFAiShares MSCI EAFE ETF$39,1650.01%500CommonSOLE
896522109TRNTrinity Industries Inc$38,8960.01%1,300CommonSOLE
87151X101SYMSymbotic Inc Class A$38,6760.01%1,100CommonSOLE
00206R102TAT and T INC$38,2200.01%2,000CommonSOLE
37954Y715BOTZGlobal X Robotics and Artificial$37,0200.01%1,200CommonSOLE
464288240ACWXISHARES MSCI ACWI EX US ETF$34,9500.01%658CommonNONE
98978V103ZTSZoetis Inc Cl A$34,6720.01%200CommonSOLE
36828A101GEVGe Vernova Inc$34,3020.01%200CommonSOLE
92343V104VZVerizon Communications Inc$32,9920.01%800CommonSOLE
74624M102PPure Storage Inc Cl A$32,1050.01%500CommonSOLE
756158101UTGReaves Utility Income Fund$30,9540.01%1,133CommonSOLE
88579Y101MMM3M Co$30,6570.01%300CommonSOLE
771049103RBLXRoblox Corp Cl A$29,7680.01%800CommonSOLE
925652109VICIVici Properties Inc$28,6400.01%1,000CommonSOLE
494368103KMBKimberly Clark Corp$27,6400.01%200CommonSOLE
071813109BAXBaxter Intl Inc$26,7600.01%800CommonSOLE
46434G103IEMGISHARES CORE MSCI EMERGING MKT$26,4700.01%494CommonNONE
49456B101KMIKinder Morgan Inc$25,2750.01%1,272CommonSOLE
46222L108IONQIonQ Inc$24,6050.01%3,500CommonSOLE
452308109ITWIllinois Tool Works Inc$23,6960.00%100CommonSOLE
31188V100FSLYFastly Inc Cl A$23,5840.00%3,200CommonSOLE
14040H105COFCapital One Financial Corp$22,9830.00%166CommonSOLE
34959J108FTVFortive Corp$22,2300.00%300CommonSOLE
37827X100GLNCYGLENCORE PLC ADR$22,1420.00%1,941CommonSOLE
45790H101IPXHYINPEX CORP ADR$21,8070.00%1,482CommonSOLE
05478C105AZEKAzek Co Inc Cl A$21,0650.00%500CommonSOLE
464287655IWMiShares Russell 2000 ETF$20,2890.00%100CommonSOLE
922908769VTIVanguard Total Stock Market Et$20,0630.00%75CommonSOLE
29355A107ENPHEnphaSE Energy Inc$19,9420.00%200CommonSOLE
609207105MDLZMondelez Intl Inc Cl A$19,6320.00%300CommonSOLE
55336V100MPLXMPLX LP$19,1650.00%450CommonSOLE
86959X107SZKMYSUZUKI MTR CORP ADR$18,9400.00%411CommonNONE
23304Y100DBSDYDBS GROUP HLDGS LTD ADR$18,9080.00%179CommonSOLE
84790A105SPBSpectrum Brands Holdings Inc$18,5610.00%216CommonSOLE
001055102AFLAflac Inc$17,8620.00%200CommonSOLE
826197501SIEGYSIEMENS AG ADR$17,7810.00%191CommonSOLE
438128308HMCHonda Motor Ltd ADR$16,1200.00%500CommonSOLE
256135203RDYDR REDDYS LABORATORIES LTD$15,7070.00%206CommonNONE
032654105ADIAnalog Devices Inc$15,2930.00%67CommonSOLE
026874784AIGAmerican Intl Group Inc$14,8480.00%200CommonSOLE
81369Y209XLVHealth Care Select Sector SPDR$14,5750.00%100CommonSOLE
780259305SHELShell plc ADS$14,4360.00%200CommonSOLE
26441C204DUKDuke Energy Corp$14,4330.00%144CommonSOLE
98419M100XYLXylem Inc$13,5630.00%100CommonSOLE
068463108BBSIBarrett Business Services Inc$13,1080.00%400CommonSOLE
891160509TDToronto Dominion Bank$12,9160.00%235CommonSOLE
B38564108CMBTEURONAV NV SHS$12,8850.00%779CommonSOLE
670699107QQQXNuveen Nasdaq 100 Dynamic Over$12,5400.00%500CommonSOLE
87873R101TTNDYTECHTRONIC IND LTD ADR$12,4530.00%218CommonNONE
68622V106OGNOrganon and Co$12,4200.00%600CommonSOLE
05606L100BYDDYBYD CO LTD ADR$12,4160.00%209CommonSOLE
92556V106VTRSViatris Inc$12,1290.00%1,141CommonSOLE
252131107DXCMDexcom Inc$11,3380.00%100CommonSOLE
M3760D101ESLTELBIT SYSTEMS LTD ADR$10,9510.00%62CommonSOLE
91167Q100BNOUNITED STATES BRENT OIL FUND LP$9,2590.00%288CommonSOLE
74435K204PUKPRUDENTIAL PLC ADR$9,1970.00%502CommonSOLE
34379V103FLNCFluence Energy Inc Cl A$8,6700.00%500CommonSOLE
459200101IBMIntl Business Machines$8,6470.00%50CommonSOLE
962166104WYWeyerhaeuser Co$8,5740.00%302CommonSOLE
25746U109DDominion Energy Inc$8,1340.00%166CommonSOLE
67103H107ORLYO Reilly Automotive Inc$7,3920.00%7CommonSOLE
093712107BEBloom Energy Corp Cl A$6,1200.00%500CommonSOLE
036752103ELVElevance Health Inc$5,9600.00%11CommonSOLE
86745K104NOVAQSunnova Energy Intl Inc$5,5800.00%1,000CommonSOLE
756255204RECKITT BENCKISER PLC ADR$5,4450.00%503CommonSOLE
36318L203GXYYYGALAXY ENTERTAINMENT GROUP LTD$5,1520.00%221CommonSOLE
393222104GPREGreen Plains Inc$3,9650.00%250CommonSOLE
934423104WBDWarner Brothers Discovery Inc$3,5940.00%483CommonSOLE
58463J304MPTMedical Properties Trust Inc$3,4480.00%800CommonSOLE
30052F100EVGOEVgo Inc Cl A$3,4300.00%1,400CommonSOLE
03485P300ANGLO AMERN PLC ADR$2,4670.00%156CommonNONE
91912E105VALEVALE SA ADR$2,2900.00%205CommonNONE
69343P105LUKOYPJSC LUKOIL ADR$2,1650.00%311CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX FD$1,8620.00%32CommonNONE
92556H2060VVBParamount Global Class B$1,6100.00%155CommonSOLE
21240E105VLRSCONTROLADORA VUELA CIA AVI$1,2020.00%189CommonNONE
526250105LNVGYLENOVO GROUP LTD ADR$1,1200.00%40CommonNONE
55315J102MNODMMC NORILSK NICKEL PJSC ADR$9210.00%305CommonSOLE
98888T107ZIMVZimvie Inc$8210.00%45CommonSOLE
50155Q100KDKyndryl Holdings Inc$2630.00%10CommonSOLE
40049J206TVGRUPO TELEVISA SA GLOBAL DEP$1410.00%51CommonNONE
26874R108EENI SPA ADR$190.00%1CommonNONE

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.