MondegarAI
Ramirez Asset Management, Inc.

Q2 2025 · 13F-HR

Ramirez Asset Management, Inc.holdings as filed

Filed 2025-07-24 · accession 0001992110-25-000010

$661.2M
Reported value
344
Positions
2025-06-30
Period end
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The Brief · Ramirez Asset Management, Inc. · Q2 2025

AI · grounded in 13F

Ramirez Asset Management, Inc. established a new position in TSM valued at $44.6M. The fund also initiated new stakes in KB for $25.1M and ITUB for $14.7M. Other new additions include GBOOY, ENGIY, and JBS. The fund ended the period with 344 positions and total AUM of $661.2M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
874039100TSMTAIWAN SEMICONDUCTOR MFG ADR$44.6M6.75%196,995CommonSOLE
48241A105KBKB FINANCIAL GROUP INC ADR$25.1M3.80%304,298CommonSOLE
465562106ITUBITAU UNIBANCO HLDG PREF ADR$14.7M2.22%2,162,787CommonSOLE
40052P107GBOOYGrupo Financiero Banorte S A B$13.0M1.97%285,896CommonSOLE
29286D105ENGIYENGIE SA ADR$12.0M1.82%514,441CommonSOLE
N4732M103JBSJBS N.V. COM SHS CL A$11.9M1.80%814,236CommonSOLE
83404D109SFTBYSOFTBANK GROUP CORP ADR$11.7M1.77%321,137CommonSOLE
76206K107RNMBYRHEINMETALL AG ADR$10.7M1.62%25,420CommonSOLE
191241108KOFCOCA COLA FEMSA SAB DE CV ADR$10.1M1.53%104,723CommonSOLE
824596100SHGSHINHAN FINANCIAL GROUP ADR$9.9M1.49%218,158CommonSOLE
88032Q109TCEHYTENCENT HLDGS LTD ADR$9.1M1.38%141,606CommonSOLE
13321L108CCJCameco Corp$8.9M1.34%119,637CommonSOLE
573810207MARUYMARUBENI CORP ADR$8.8M1.34%43,771CommonSOLE
054536107AXAHYAXA ADR$8.4M1.28%172,419CommonSOLE
594918104MSFTMicrosoft Corp$8.3M1.25%16,663CommonSOLE
G8267P108SWSmurfit Westrock Plc$8.0M1.21%184,782CommonSOLE
67066G104NVDANvidia Corporation$7.8M1.18%49,421CommonSOLE
86562M209SMFGSUMITOMO MITSUI FINL GROUP ADR$7.6M1.16%505,871CommonSOLE
927320101VCISYVINCI SA ADR$7.5M1.14%205,186CommonSOLE
92334N103VEOEYVEOLIA ENVIRONMENT ADR$7.5M1.14%424,043CommonSOLE
11135F101AVGOBroadcom Inc$7.3M1.10%26,422CommonSOLE
29082A107EMBJEMBRAER SA ADR$7.1M1.07%124,629CommonSOLE
05523R107BAESYBAE SYSTEM PLC ADR$7.1M1.07%68,509CommonSOLE
151290889CXCEMEX SA ADR$6.9M1.05%997,387CommonSOLE
251566105DTEGYDEUTSCHE TELEKOM AG ADR$6.8M1.03%188,040CommonSOLE
54211N101LONDON STOCK EXCHANGE GROUP AD$6.8M1.03%186,934CommonSOLE
80687P106SBGSYSCHNEIDER ELECTRIC SA ADR$6.8M1.03%128,132CommonSOLE
433578507HTHIYHITACHI LTD ADR$6.7M1.01%229,908CommonSOLE
606822104MUFGMitsubishi Ufj Financial Group$6.6M1.00%480,219CommonSOLE
46625H100JPMJPMorgan Chase & Co$6.5M0.98%22,415CommonSOLE
853254100SCBFYSTANDARD CHARTERED PLC ADS$6.3M0.95%189,817CommonSOLE
15117X105CLLNYCELLNEX TELECOM S A UNSPONSORD$6.0M0.91%312,520CommonSOLE
25461D100DSCSYDISCO CORP ADR$6.0M0.91%204,668CommonSOLE
46115H107ISNPYINTESA SANPAOLO SPA ADR$6.0M0.91%174,103CommonSOLE
595112103MUMICRON TECHNOLOGY INC$6.0M0.90%48,349CommonSOLE
715684106TLKPT TELEKOM INDONESIA ADR$6.0M0.90%351,350CommonSOLE
G29183103ETNEaton Corp plc$5.8M0.88%16,261CommonSOLE
037833100AAPLApple Inc$5.6M0.85%27,501CommonSOLE
82706C108SIMOSILICON MOTION TECHNOLOGY CORP$5.6M0.84%74,012CommonSOLE
G54950103LINLinde plc$5.5M0.84%11,779CommonSOLE
799926100SDZNYSANDOZ GROUP AG ADS$5.4M0.81%98,424CommonSOLE
22266T109CPNGCoupang Inc Cl A$5.4M0.81%178,638CommonSOLE
78467K107SSEZYSSE PLC SPONSORED ADR$5.3M0.81%212,232CommonSOLE
01609W102BABAALIBABA GROUP HOLDING LTD ADR$4.9M0.74%43,013CommonSOLE
87936R205VIVTELEFONICA BRASIL SA NEW ADR$4.9M0.74%426,868CommonSOLE
13646K108CPCanadian Pacific Kansas City C$4.8M0.73%60,653CommonSOLE
35958N107FUJIYFUJIFILM HLDGS CORP ADR$4.6M0.70%424,735CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$4.6M0.69%45,318CommonSOLE
756255204RBGLYReckitt Benckiser Group plc AD$4.5M0.68%330,522CommonSOLE
023135106AMZNAmazon com Inc$4.3M0.66%19,795CommonSOLE
00215W100ASXASE TECHNOLOGY HOLDING CO ADS$4.3M0.65%415,180CommonSOLE
009279100EADSYAIRBUS SE ADR$4.2M0.64%80,854CommonSOLE
30303M102METAMeta Platforms Inc Cl A$4.1M0.62%5,561CommonSOLE
00287Y109ABBVAbbvie Inc$4.1M0.62%22,027CommonSOLE
69832A304PCRHYPANASONIC HLDGS CORP UNSPONSOR$4.1M0.62%377,719CommonSOLE
75972B101RNECYRENESAS ELECTRONICS CORP ADR$4.1M0.61%654,903CommonSOLE
500631106KEPKOREA ELEC POWER CORP ADR$4.0M0.60%278,651CommonSOLE
63975K104NDBKYNedbank Group Limited Sp ADR$3.9M0.59%284,471CommonSOLE
N00985106AERAercap Holdings Nv$3.7M0.57%31,972CommonSOLE
606776201MIELYMITSUBISHI ELEC CORP ADR$3.6M0.54%83,495CommonSOLE
G0378L100AUANGLOGOLD ASHANTI PLC COM SHS$3.5M0.53%76,389CommonSOLE
046353108AZNNASTRAZENECA PLC ADR$3.4M0.52%49,187CommonSOLE
149123101CATCaterpillar Inc$3.4M0.52%8,840CommonSOLE
89677Q107TCOMTRIP.COM GROUP LTD ADR$3.3M0.50%56,427CommonSOLE
268780103EONGYE.ON AG ADR$3.2M0.49%176,503CommonSOLE
018802108LNTAlliant Energy Corp$3.2M0.48%52,376CommonSOLE
92826C839VVisa Inc Cl A$3.2M0.48%8,885CommonSOLE
369550108GDGeneral Dynamics Corp$3.1M0.47%10,727CommonSOLE
168919108CICHYCHINA CONSTR BANK CORP ADR$3.1M0.47%154,778CommonSOLE
94858P209WEGZYWeg Sa Brazil Sp Adr$3.1M0.47%394,699CommonSOLE
02079K305GOOGLAlphabet Inc Cl A$3.1M0.47%17,456CommonSOLE
G4124C109GRABGRAB HOLDINGS LIMITED CLASS A$3.0M0.46%602,415CommonSOLE
641069406NSRGYNESTLE SA ADR$3.0M0.45%30,263CommonSOLE
464287614IWFiShares Russell 1000 Growth ET$3.0M0.45%7,050CommonSOLE
23381D102DSNKYDAIICHI SANKYO CO LTD ADR$2.9M0.43%123,174CommonSOLE
002824100ABTAbbott Laboratories$2.9M0.43%21,049CommonSOLE
N82405106STLASTELLANTIS NV SHS$2.8M0.42%278,270CommonSOLE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTARI$2.8M0.42%181,087CommonSOLE
718546104PSXPhillips 66$2.7M0.41%22,562CommonSOLE
416515104HIGHartford Insurance Group Inc C$2.7M0.41%21,140CommonSOLE
344419106FMXFOMENTO ECONOMICO MEXICANO ADR$2.7M0.40%25,813CommonSOLE
045055100ASHTYASHTEAD GROUP PLC ADR$2.7M0.40%10,360CommonSOLE
35969L108YMMFULL TRUCK ALLIANCE CO LTD ADS$2.5M0.38%212,854CommonSOLE
399909100GGALGRUPO FINANCIERO GALICIA S.ASP$2.5M0.37%48,818CommonSOLE
02079K107GOOGAlphabet Inc Cl C$2.4M0.36%13,340CommonSOLE
053484101AVBAvalonbay Communities Inc$2.3M0.36%11,541CommonSOLE
05961W105BMABANCO MACRO SA ADR B$2.3M0.36%33,433CommonSOLE
617446448MSMorgan Stanley$2.3M0.35%16,290CommonSOLE
71424F105PRPermian Resources Corp Class A$2.3M0.34%166,800CommonSOLE
853118206SGBLYSTANDARD BANK GROUP LTD ADR$2.3M0.34%176,412CommonSOLE
443251103HOCPYHOYA CORP ADR$2.2M0.33%18,534CommonSOLE
629334103NNGRYNN Group NV ADR$2.2M0.33%66,316CommonSOLE
09857L108BKNGBooking Holdings Inc$2.1M0.32%370CommonSOLE
88034P109TMETENCENT MUSIC ENTMT GROUP ADS$2.1M0.32%108,144CommonSOLE
704326107PAYXPaychex Inc$2.1M0.32%14,412CommonSOLE
060505104BACBank of America Corp$2.1M0.31%43,597CommonSOLE
17275R102CSCOCisco Systems Inc$2.0M0.31%29,407CommonSOLE
48268K101KTKT CORP ADR$2.0M0.31%97,850CommonSOLE
981064108WFWOORI FINANCIAL GROUP INC ADR$1.9M0.29%39,157CommonSOLE
172967424CCitigroup Inc New$1.9M0.29%22,835CommonSOLE
670100205NVONOVO NORDISK AS ADR$1.9M0.29%27,948CommonSOLE
12637N204CSLLYCSL LTD ADR$1.9M0.29%24,067CommonSOLE
682680103OKEONEOK Inc$1.9M0.28%22,817CommonSOLE
701094104PHParker Hannifin Corp$1.8M0.27%2,590CommonSOLE
871607107SNPSSynopsys Inc$1.8M0.27%3,512CommonSOLE
053332102AZOAutozone Inc$1.7M0.26%460CommonSOLE
125896100CMSCMS Energy Corp$1.7M0.25%24,204CommonSOLE
025816109AXPAmerican Express Co$1.7M0.25%5,208CommonSOLE
482480100KLACKLA Corp New$1.7M0.25%1,846CommonSOLE
56585A102MPCMarathon Petroleum Corp$1.6M0.24%9,531CommonSOLE
79466L302CRMSalesforce Inc$1.6M0.24%5,724CommonSOLE
74460D109PSAPublic Storage$1.6M0.24%5,299CommonSOLE
438516106HONHoneywell Intl Inc$1.5M0.23%6,610CommonSOLE
92890T205WHGLYWH GROUP LTD SPONSORED ADR$1.5M0.23%79,882CommonSOLE
00850M102ACGBYAGRICULTURAL BK CHINA LTD ADR$1.5M0.23%84,983CommonSOLE
72341E304PNGAYPING AN INSURANCE GROUP ADR RE$1.5M0.23%118,653CommonSOLE
858119100STLDSteel Dynamics Inc$1.5M0.22%11,604CommonSOLE
461202103INTUIntuit$1.5M0.22%1,880CommonSOLE
733174700BPOPPOPULAR INC COM NEW$1.5M0.22%13,408CommonSOLE
03076C106AMPAmeriprise Financial Inc$1.5M0.22%2,717CommonSOLE
142339100CSLCarlisle Cos Inc$1.4M0.22%3,864CommonSOLE
P16994132BLXBanco Latino Americano Comer$1.4M0.22%35,718CommonSOLE
036752103ELVElevance Health Inc$1.4M0.21%3,649CommonSOLE
863667101SYKStryker Corporation$1.4M0.21%3,516CommonSOLE
631103108NDAQNasdaq Inc$1.4M0.21%15,451CommonSOLE
38059T106GFIGOLD FIELDS LTD NEW ADR$1.3M0.20%57,012CommonSOLE
45073V108ITTItt Inc$1.3M0.20%8,578CommonSOLE
23292E108DIDIYDIDI GLOBAL INC SPONSORED ADS$1.3M0.20%269,626CommonSOLE
00724F101ADBEAdobe Inc$1.3M0.20%3,391CommonSOLE
G8994E103TTTrane Technologies plc$1.3M0.19%2,874CommonSOLE
78409V104SPGIS&P Global Inc$1.2M0.18%2,297CommonSOLE
127190304CACICaci International Inc Cl A$1.2M0.18%2,490CommonSOLE
45866F104ICEIntercontinental Exchange Inc$1.1M0.16%5,917CommonSOLE
101137107BSXBoston Scientific Corp$1.1M0.16%9,836CommonSOLE
038222105AMATApplied Materials Inc$1.0M0.15%5,513CommonSOLE
29444U700EQIXEquinix Inc$1.0M0.15%1,266CommonSOLE
125523100CIThe Cigna Group$994,7150.15%3,009CommonSOLE
744320102PRUPrudential Financial Inc$992,4230.15%9,237CommonSOLE
437076102HDHome Depot Inc$980,3950.15%2,674CommonSOLE
921910725VSGXVANGUARD ESG INTL STOCK ETF$969,4000.15%14,800CommonSOLE
464287200IVViShares Core S&P 500 ETF$965,4990.15%1,555CommonSOLE
679580100ODFLOld Dominion Freight Line Inc$958,3810.14%5,905CommonSOLE
571903202MARMarriott Intl Inc Cl A$946,1260.14%3,463CommonSOLE
883556102TMOThermo Fisher Scientific Inc$918,3670.14%2,265CommonSOLE
007903107AMDAdvanced Micro Devices Inc$879,6380.13%6,199CommonSOLE
68389X105ORCLOracle Corp$849,5960.13%3,886CommonSOLE
23331A109DHID R Horton Inc$783,4470.12%6,077CommonSOLE
532457108LLYEli Lilly & Co$734,3170.11%942CommonSOLE
74340W103PLDPrologis Inc$704,8300.11%6,705CommonSOLE
548661107LOWLowes Cos Inc$681,8070.10%3,073CommonSOLE
824348106SHWSherwin Williams Co$629,7220.10%1,834CommonSOLE
91913Y100VLOValero Energy Corp$627,0690.09%4,665CommonSOLE
50012A108KGSKodiak Gas Services Inc$545,7500.08%15,925CommonSOLE
064058100BKBank New York Mellon Corp$503,1090.08%5,522CommonSOLE
03073E105CORCencora Inc$493,8530.07%1,647CommonSOLE
857477103STTState Street Corp$488,8450.07%4,597CommonSOLE
34959E109FTNTFortinet Inc$463,7940.07%4,387CommonSOLE
040413205ANETArista Networks Inc$463,2600.07%4,528CommonSOLE
384802104GWWWW Grainger Inc$462,9070.07%445CommonSOLE
G0450A105ACGLArch Capital Group Ltd$430,1200.07%4,724CommonSOLE
233331107DTEDTE Energy Co$428,5080.06%3,235CommonSOLE
127387108CDNSCadence Design System Inc$422,4740.06%1,371CommonSOLE
92345Y106VRSKVerisk Analytics Inc$415,5410.06%1,334CommonSOLE
43300A203HLTHilton Worldwide Holdings Inc$406,1680.06%1,525CommonSOLE
55354G100MSCIMsci Inc$395,6440.06%686CommonSOLE
512807306LRCXLam Research Corp New$387,4130.06%3,980CommonSOLE
V7780T103RCLRoyal Caribbean Group$386,4150.06%1,234CommonSOLE
443510607HUBBHubbell Inc$383,0890.06%938CommonSOLE
231561101CWCurtiss Wright Corp$378,6260.06%775CommonSOLE
253868103DLRDigital Realty Trust Inc$351,7980.05%2,018CommonSOLE
504922105LHLabcorp Holdings Inc$340,4750.05%1,297CommonSOLE
7591EP100RFRegions Financial Corp$339,8640.05%14,450CommonSOLE
09260D107BXBlackstone Inc$338,9480.05%2,266CommonSOLE
573284106MLMMartin Marietta Materials Inc$326,6310.05%595CommonSOLE
023608102AEEAmeren Corp$325,9600.05%3,394CommonSOLE
031100100AMEAmetek Inc$324,8230.05%1,795CommonSOLE
49338L103KEYSKeysight Technologies Inc$319,3630.05%1,949CommonSOLE
464287234EEMISHARES MSCI EMERGING MKTS ETF$311,7200.05%6,462CommonNONE
277276101EGPEastgroup Properties Inc$306,4980.05%1,834CommonSOLE
30212P303EXPEExpedia Group Inc New$304,1300.05%1,803CommonSOLE
38141G104GSGoldman Sachs Group Inc$300,7940.05%425CommonSOLE
68902V107OTISOtis Worldwide Corp$299,1390.05%3,021CommonSOLE
879360105TDYTeledyne Technologies Inc$287,4060.04%561CommonSOLE
171340102CHDChurch & Dwight Co Inc$286,0230.04%2,976CommonSOLE
32054K103FRFirst Industrial Realty Trust$282,1380.04%5,862CommonSOLE
78462F103SPYSPDR S&P 500 ETF Trust$278,0320.04%450CommonSOLE
05722G100BKRBaker Hughes Company Cl A$273,0570.04%7,122CommonSOLE
60855R100MOHMolina Healthcare Inc$270,4930.04%908CommonSOLE
778296103ROSTRoss Stores Inc$262,4320.04%2,057CommonSOLE
25278X109FANGDiamondback Energy Inc$261,7470.04%1,905CommonSOLE
922908363VOOVanguard S&P 500 Etf$254,4770.04%448CommonSOLE
81369Y803XLKTechnology Select Sector SPDR$253,2300.04%1,000CommonSOLE
620076307MSIMotorola Solutions Inc$250,5940.04%596CommonSOLE
526057104LENLennar Corp Cl A$248,5410.04%2,247CommonSOLE
231021106CMICummins Inc$242,3500.04%740CommonSOLE
833445109SNOWSnowflake Inc Cl A$234,9580.04%1,050CommonSOLE
04621X108AIZAssurant Inc$233,0380.04%1,180CommonSOLE
316773100FITBFifth Third Bancorp Com$231,4800.04%5,628CommonSOLE
22788C105CRWDCrowdstrike Holdings Inc Cl A$229,1890.03%450CommonSOLE
30225T102EXRExtra Space Storage Inc$218,6540.03%1,483CommonSOLE
693506107PPGPPG Industries Inc$216,3520.03%1,902CommonSOLE
03662Q105AKXAnsys Inc$208,9760.03%595CommonSOLE
237194105DRIDarden Restaurants Inc$196,1730.03%900CommonSOLE
G51502105JCIJohnson Controls Intl Plc$190,1160.03%1,800CommonSOLE
78464A599XSWSPDR S&P Software & Services E$189,8200.03%1,000CommonSOLE
N07059210ASMLASML Holding NV Ny Registry$180,3130.03%225CommonSOLE
902252105TYLTyler Technologies Inc$177,8520.03%300CommonSOLE
46434G764EMXCISHARES MSCI EMexCHINA ETF$168,7100.03%2,672CommonSOLE
770700102HOODRobinhood Mkts Inc Cl A$168,5340.03%1,800CommonSOLE
464287481IWPiShares Russell Mid-Cap Growth$166,4160.03%1,200CommonSOLE
92204A603VISVanguard Industrials Etf$162,4410.02%580CommonSOLE
216648501COOCooper Cos Inc$157,4060.02%2,212CommonSOLE
92204A405VFHVanguard Financials Etf$154,0330.02%1,210CommonSOLE
97717W422EPIWisdomtree India Earnings Fund$151,9040.02%3,200CommonSOLE
46429B671MCHIIshares Msci China Etf$148,7700.02%2,700CommonSOLE
22160K105COSTCostco Wholesale Corp$148,4910.02%150CommonSOLE
23804L103DDOGDatadog Inc Cl A$147,7630.02%1,100CommonSOLE
464287507IJHiShares Core S&P Mid-Cap ETF$147,2970.02%2,375CommonSOLE
084670702BRK/BBerkshire Hathaway Inc Cl B$145,7310.02%300CommonSOLE
G8473T100STESteris plc$142,6910.02%594CommonSOLE
478160104JNJJohnson & Johnson$141,4460.02%926CommonSOLE
45687V106IRIngersoll Rand Inc$141,4060.02%1,700CommonSOLE
922042858VWOVanguard FTSE Emerging Markets$139,3550.02%2,818CommonSOLE
803054204SAPSAP SE ADR$136,8450.02%450CommonSOLE
921932885IVOOVanguard S&P Mid-Cap 400 Etf$134,3740.02%1,280CommonSOLE
48251W104KKRKKR & Co Inc$133,0300.02%1,000CommonSOLE
931142103WMTWal-Mart Inc$127,1140.02%1,300CommonSOLE
92204A504VHTVanguard Health Care Etf$126,6530.02%510CommonSOLE
052769106ADSKAutodesk Inc$123,8280.02%400CommonSOLE
697435105PANWPalo Alto Networks Inc$122,7840.02%600CommonSOLE
G1151C101ACNAccenture plc Ireland Class A$119,5560.02%400CommonSOLE
713448108PEPPepsiCo Inc$118,8360.02%900CommonSOLE
92206C664VTWOVanguard Russell 2000 Etf$116,1770.02%1,332CommonSOLE
94106L109WMWaste Management Inc Del$114,4100.02%500CommonSOLE
254687106DISWalt Disney Co$111,6090.02%900CommonSOLE
443573100HUBSHubspot Inc$111,3260.02%200CommonSOLE
72407810062CPiper Sandler Companies Com$111,1760.02%400CommonSOLE
46090E103QQQInvesco QQQ Trust Series I$110,3280.02%200CommonSOLE
66987V109NVSNovartis AG ADR$108,9090.02%900CommonSOLE
14316J108CGCarlyle Group Inc$107,9400.02%2,100CommonSOLE
78464A870XBISPDR S&P Biotech ETF$105,7360.02%1,275CommonSOLE
81762P102NOWServiceNow Inc$102,8080.02%100CommonSOLE
G25508105CRHCRH PLC$100,9800.02%1,100CommonSOLE
922042874VGKVanguard FTSE Europe ETF$100,7500.02%1,300CommonSOLE
64110L106NFLXNetflix Inc$100,4350.02%75CommonSOLE
98138H101WDAYWorkday Inc Cl A$96,0000.01%400CommonSOLE
45784P101PODDInsulet Corp$94,2540.01%300CommonSOLE
46982L108JJacobs Solutions Inc$92,0150.01%700CommonSOLE
00766T100ACMAecom Com$90,2880.01%800CommonSOLE
494368103KMBKimberly Clark Corp$90,2440.01%700CommonSOLE
781154109RBRKRubrik Inc Cl A$89,5900.01%1,000CommonSOLE
14448C104CARRCarrier Global Corporation$87,8280.01%1,200CommonSOLE
35671D857FCXFreeport McMoran Inc Cl B$86,7000.01%2,000CommonSOLE
009158106APDAir Prods & Chems Inc$84,6180.01%300CommonSOLE
21036P108STZConstellation Brands Inc Cl A$81,3400.01%500CommonSOLE
59156R108METMetlife Inc$80,4200.01%1,000CommonSOLE
949746101WMT2Wells Fargo Co$80,1200.01%1,000CommonSOLE
127097103CTRACoterra Energy Inc$76,1400.01%3,000CommonSOLE
55024U109LITELumentum Holdings Inc$76,0480.01%800CommonSOLE
26884L109EQTEqt Corp Com$75,8160.01%1,300CommonSOLE
92204A207VDCVanguard Consumer Staples Etf$75,5550.01%345CommonSOLE
M6191J100FROGJFrog Ltd$74,5960.01%1,700CommonSOLE
92204A876VPUVanguard Utilities Etf$74,1340.01%420CommonSOLE
806857108SLBSchlumberger Ltd$71,8250.01%2,125CommonSOLE
921943858VEAVanguard FTSE Developed Market$71,5480.01%1,255CommonSOLE
G5960L103MDTMedtronic plc$69,7360.01%800CommonSOLE
166764100CVXChevron Corp$66,4400.01%464CommonSOLE
G6700G107NVTnVent Electric plc$65,9250.01%900CommonSOLE
16115Q308GTLSChart Industries Inc$65,8600.01%400CommonSOLE
887389104TKRTimken Co$65,2950.01%900CommonSOLE
92837L109VISTVISTA ENERGY S.A.B. DE C.V.$63,5130.01%1,328CommonNONE
49177J102KVUEKenvue Inc$62,7900.01%3,000CommonSOLE
H5919C104ONONOn Holding Ag Namen Akt A$62,4600.01%1,200CommonSOLE
58533E103MPNGYMEITUAN ADR$62,2400.01%1,950CommonNONE
922042866VPLVanguard FTSE Pacific ETF$61,6350.01%750CommonSOLE
24703L202DELLDell Technologies Inc Cl C$61,3000.01%500CommonSOLE
G4705A100ICLRIcon plc$58,1800.01%400CommonSOLE
03769M106APOApollo Global Mgmt Inc$56,7480.01%400CommonSOLE
244199105DEDeere & Co$50,8490.01%100CommonSOLE
632307104NTRANatera Inc$50,6820.01%300CommonSOLE
427866108HSYHershey Co$49,7850.01%300CommonSOLE
46435U713IFRAiShares TR US Infrastruc$49,1900.01%1,000CommonSOLE
744573106PEGPublic Service Enterprise Grou$49,0770.01%583CommonSOLE
925652109VICIVici Properties Inc$48,9000.01%1,500CommonSOLE
58933Y105MRKMerck & Co Inc$47,4960.01%600CommonSOLE
12008R107BLDRBuilders Firstsource Inc$46,6760.01%400CommonSOLE
110122108BMYBristol Myers Squibb Co$42,4020.01%916CommonSOLE
46284V101IRMIron Mountain Inc Com$41,0280.01%400CommonSOLE
934550203WMGWarner Music Group Corp Cl A$40,8600.01%1,500CommonSOLE
911312106UPSUnited Parcel Service Inc Cl B$40,3760.01%400CommonSOLE
74624M102PPure Storage Inc Cl A$40,3060.01%700CommonSOLE
79589L106IOTSamsara Inc Cl A$39,7800.01%1,000CommonSOLE
235851102DHRDanaher Corporation$39,5080.01%200CommonSOLE
49456B101KMIKinder Morgan Inc$37,3970.01%1,272CommonSOLE
90353T100UBERUber Technologies Inc$37,3200.01%400CommonSOLE
37637K108GTLBGitlab Inc Class A$36,0880.01%800CommonSOLE
464287465EFAiShares MSCI EAFE ETF$35,7560.01%400CommonSOLE
68163W208OLYMYOLYMPUS CORP ADR$34,4080.01%2,898CommonSOLE
89832Q109TFCTruist Financial Corp$34,3920.01%800CommonSOLE
98956P102ZBHZimmer Biomet Holdings Inc$31,9230.00%350CommonSOLE
Y8162K204SBLKSTAR BULK CARRIERS CORP NEW$30,9900.00%1,797CommonNONE
46429B598INDAIshares Msci India Etf$27,8400.00%500CommonSOLE
05478C105AZEKAzek Co Inc Cl A$27,1750.00%500CommonSOLE
743315103PGRProgressive Corp$26,6860.00%100CommonSOLE
281020107EIXEdison Intl$25,8000.00%500CommonSOLE
20030N101CMCSAComcast Corp Cl A$24,9830.00%700CommonSOLE
896522109TRNTrinity Industries Inc$24,3090.00%900CommonSOLE
50077B207KTOSKratos Defense & Sec Solutions$23,2250.00%500CommonSOLE
55336V100MPLXMPLX LP$23,1790.00%450CommonSOLE
922908769VTIVanguard Total Stock Market Et$22,7950.00%75CommonSOLE
464287655IWMiShares Russell 2000 ETF$21,5790.00%100CommonSOLE
45104G104IBNICICI BANK LTD$21,4270.00%637CommonNONE
717081103PFEPfizer Inc$20,2650.00%836CommonSOLE
609207105MDLZMondelez Intl Inc Cl A$20,2320.00%300CommonSOLE
46434G103IEMGISHARES CORE MSCI EMERGING$17,4340.00%290CommonNONE
891160509TDToronto Dominion Bank$17,2610.00%235CommonSOLE
26441C204DUKDuke Energy Corp$16,9920.00%144CommonSOLE
169656105CMGChipotle Mexican Grill Inc$16,8450.00%300CommonSOLE
34959J108FTVFortive Corp$15,6390.00%300CommonSOLE
81369Y704XLIIndustrial Select Sector SPDR$14,7520.00%100CommonSOLE
81369Y209XLVHealth Care Select Sector SPDR$13,4790.00%100CommonSOLE
78440P306SKMSK TELECOM LTD ADR NEW$13,0070.00%557CommonNONE
98419M100XYLXylem Inc$12,9360.00%100CommonSOLE
84790A105SPBSpectrum Brands Holdings Inc$10,6000.00%200CommonSOLE
67103H107ORLYO Reilly Automotive Inc$9,4640.00%105CommonSOLE
722304102PDDPDD HOLDINGS INC ADR$9,4460.00%90CommonNONE
25746U109DDominion Energy Inc$9,3820.00%166CommonSOLE
962166104WYWeyerhaeuser Co$7,7580.00%302CommonSOLE
464288240ACWXISHARES MSCI ACWI EX US ETF$7,6990.00%126CommonNONE
256135203RDYDR REDDY'S LABORATORIES LTD$7,5150.00%500CommonNONE
750940108RALRalliant Corp$4,8490.00%100CommonSOLE
023939101AMTMAmentum Holdings Inc$3,3530.00%142CommonSOLE
92556V106VTRSViatris Inc$2,1520.00%241CommonSOLE
03485P300NGLOYANGLO AMERICAN PLC ADR$2,0180.00%137CommonNONE
92556H2060VVBParamount Global Class B$1,9990.00%155CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA$1,0880.00%87CommonNONE
059578104BDORYBANCO DO BRASIL SA SPON ADR$8830.00%217CommonNONE
647581206EDUNEW ORIENTAL ED & TECH GRP INC$3410.00%6CommonNONE
G0457F107ARCOARCOS DORADOS HLDGS INC CL-A$2470.00%31CommonNONE
98888T107ZIMVZimvie Inc$2340.00%25CommonSOLE
573814308MAURYMARUI GROUP CO LTD ADR NEW$1270.00%3CommonSOLE
86959X107SZKMYSUZUKI MTR CORP ADR$600.00%1CommonNONE
69343P105LUKOYPJSC LUKOIL ADR$0311CommonSOLE
55315J102MNODMMC NORILSK NICKEL PJSC ADR$093CommonSOLE

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.