MondegarAI
Ramirez Asset Management, Inc.

Q3 2025 · 13F-HR

Ramirez Asset Management, Inc.holdings as filed

Filed 2025-11-12 · accession 0001992110-25-000014

$720.1M
Reported value
357
Positions
2025-09-30
Period end
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The Brief · Ramirez Asset Management, Inc. · Q3 2025

AI · grounded in 13F

Ramirez Asset Management, Inc. established a new position in TSM valued at $37.86M. The fund also initiated new stakes in KB for $18.25M and JBS for $17.68M. Additional new positions include ITUB, GBOOY, and TCEHY.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
874039100TSMTAIWAN SEMICONDUCTOR MFG ADR$37.9M5.26%135,572CommonSOLE
48241A105KBKB Financial Group Inc ADR$18.3M2.54%220,172CommonSOLE
N4732M103JBSJBS N.V. COM SHS CL A$17.7M2.46%1,184,404CommonSOLE
465562106ITUBITAU UNIBANCO HLDG PREF ADR$15.8M2.19%2,145,922CommonSOLE
40052P107GBOOYGrupo Financiero Banorte S A B$14.3M1.99%284,956CommonSOLE
88032Q109TCEHYTENCENT HLDGS LTD ADR$13.0M1.80%152,280CommonSOLE
76206K107RNMBYRHEINMETALL AG ADR$11.5M1.60%24,634CommonSOLE
86562M209SMFGSumitomo Mitsui Finl Group ADR$11.5M1.60%686,270CommonSOLE
191241108KOFCOCA COLA FEMSA SAB DE CV ADR$11.5M1.59%137,957CommonSOLE
824596100SHGSHINHAN FINANCIAL GROUP ADR$11.2M1.56%223,336CommonSOLE
29286D105ENGIYEngie SA ADR$11.1M1.54%518,253CommonSOLE
573810207MARUYMarubeni Corp ADR$10.6M1.48%42,476CommonSOLE
715684106TLKPT TELEKOM INDONESIA ADR$10.1M1.40%535,828CommonSOLE
13321L108CCJCameco Corp$9.9M1.38%118,095CommonSOLE
67066G104NVDANvidia Corporation$9.2M1.28%49,294CommonSOLE
151290889CXCEMEX SA ADR$9.2M1.27%1,018,917CommonSOLE
251566105DTEGYDEUTSCHE TELEKOM AG ADR$9.0M1.25%263,477CommonSOLE
594918104MSFTMicrosoft Corp$8.6M1.20%16,657CommonSOLE
01609W102BABAALIBABA GROUP HOLDING LTD ADR$8.3M1.15%46,170CommonSOLE
054536107AXAHYAXA ADR$8.2M1.13%171,145CommonSOLE
29082A107EMBJEMBRAER SA ADR$8.2M1.13%134,845CommonSOLE
G8267P108SWSmurfit Westrock Plc$8.0M1.11%188,409CommonSOLE
11135F101AVGOBroadcom Inc$7.5M1.04%22,769CommonSOLE
46625H100JPMJPMorgan Chase & Co$7.5M1.04%23,765CommonSOLE
05523R107BAESYBAE SYSTEM PLC ADR$7.3M1.02%66,093CommonSOLE
606822104MUFGMitsubishi Ufj Financial Group$7.3M1.01%456,778CommonSOLE
60687Y109MFGMizuho Financial Group Inc Sp$7.3M1.01%1,082,290CommonSOLE
927320101VCISYVinci Sa Adr$7.2M0.99%206,683CommonSOLE
853254100SCBFYSTANDARD CHARTERED PLC ADS$7.0M0.97%181,227CommonSOLE
92334N103VEOEYVEOLIA ENVIRONMENT ADR$6.9M0.95%403,726CommonSOLE
80687P106SBGSYSCHNEIDER ELECTRIC SA ADR$6.8M0.95%122,305CommonSOLE
46115H107ISNPYINTESA SANPAOLO SPA ADR$6.6M0.92%166,903CommonSOLE
86959K105SUZSuzano SA ADS$6.4M0.89%682,217CommonSOLE
25461D100DSCSYDISCO CORP ADR$6.2M0.86%196,981CommonSOLE
037833100AAPLApple Inc$6.1M0.84%23,764CommonSOLE
87936R205VIVTELEFONICA BRASIL SA NEW ADR$6.0M0.83%468,739CommonSOLE
22266T109CPNGCoupang Inc Cl A$5.8M0.81%180,166CommonSOLE
433578507HTHIYHitachi Ltd ADR$5.8M0.80%217,260CommonSOLE
G54950103LINLinde plc$5.6M0.78%11,801CommonSOLE
799926100SDZNYSandoz Group AG ADS$5.5M0.77%93,399CommonSOLE
00287Y109ABBVAbbvie Inc$5.5M0.76%23,547CommonSOLE
84265V105SCCOSouthern Copper Corp$5.3M0.74%43,954CommonSOLE
54211N101LONDON STOCK EXCHANGE GROUP AD$5.3M0.74%185,003CommonSOLE
G0378L100AUANGLOGOLD ASHANTI PLC COM SHS$5.3M0.73%75,046CommonSOLE
641069406NSRGYNestle SA ADR$5.2M0.73%57,151CommonSOLE
15117X105CLLNYCELLNEX TELECOM S A UNSPONSORD$5.2M0.72%300,376CommonSOLE
756255204RBGLYReckitt Benckiser Group plc AD$5.2M0.72%334,713CommonSOLE
35958N107FUJIYFUJIFILM HLDGS CORP ADR$5.0M0.70%404,683CommonSOLE
00215W100ASXASE TECHNOLOGY HOLDING CO ADS$5.0M0.70%453,422CommonSOLE
G29183103ETNEaton Corp plc$4.8M0.67%12,834CommonSOLE
63975K104NDBKYNedbank Group Limited Sp ADR$4.7M0.66%381,734CommonSOLE
149123101CATCaterpillar Inc$4.7M0.65%9,850CommonSOLE
78467K107SSEZYSSE PLC SPONSORED ADR$4.6M0.64%197,893CommonSOLE
636274409NGGNATIONAL GRID PLC ADR NE$4.6M0.63%62,717CommonSOLE
89677Q107TCOMTRIP.COM GROUP LTD ADR$4.6M0.63%60,541CommonSOLE
009279100EADSYAirbus SE ADR$4.5M0.63%77,756CommonSOLE
369550108GDGeneral Dynamics Corp$4.3M0.60%12,748CommonSOLE
13646K108CPCanadian Pacific Kansas City C$4.3M0.60%58,144CommonSOLE
023135106AMZNAmazon com Inc$4.3M0.60%19,608CommonSOLE
15234Q207AXIACENTRAIS ELETRICAS BRASILEIR A$4.3M0.59%431,152CommonSOLE
853118206SGBLYSTANDARD BANK GROUP LTD ADR$4.3M0.59%311,089CommonSOLE
02079K305GOOGLAlphabet Inc Cl A$4.2M0.59%17,456CommonSOLE
606776201MIELYMitsubishi Elec Corp Adr$4.1M0.57%79,676CommonSOLE
30303M102METAMeta Platforms Inc Cl A$4.1M0.57%5,561CommonSOLE
G4124C109GRABGRAB HOLDINGS LIMITED CLASS A$4.0M0.55%659,160CommonSOLE
69832A304PCRHYPANASONIC HLDGS CORP UNSPONSOR$3.9M0.55%362,196CommonSOLE
617446448MSMorgan Stanley$3.8M0.53%23,846CommonSOLE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTARI$3.8M0.53%196,883CommonSOLE
018802108LNTAlliant Energy Corp$3.8M0.52%55,990CommonSOLE
N00985106AERAercap Holdings Nv$3.7M0.52%30,696CommonSOLE
83404D109SFTBYSOFTBANK GROUP CORP ADR$3.6M0.51%57,675CommonSOLE
75972B101RNECYRenesas Electronics Corp ADR$3.6M0.50%620,718CommonSOLE
500631106KEPKOREA ELEC POWER CORP ADR$3.6M0.50%274,531CommonSOLE
046353108AZNNAstraZeneca plc ADR$3.6M0.50%46,657CommonSOLE
48268K101KTKT CORP ADR$3.5M0.49%181,442CommonSOLE
595112103MUMICRON TECHNOLOGY INC$3.5M0.49%20,979CommonSOLE
718546104PSXPhillips 66$3.4M0.47%25,002CommonSOLE
297284200ESLOYESSILOR INTL S A ADR$3.4M0.47%20,956CommonSOLE
464287614IWFiShares Russell 1000 Growth ET$3.3M0.46%7,050CommonSOLE
168919108CICHYCHINA CONSTR BANK CORP ADR$3.2M0.45%167,854CommonSOLE
50012A108KGSKodiak Gas Services Inc$3.2M0.45%86,970CommonSOLE
268780103EONGYE.ON AG ADR$3.2M0.45%170,835CommonSOLE
82706C108SIMOSILICON MOTION TECHNOLOGY CORP$3.2M0.44%33,263CommonSOLE
416515104HIGHartford Insurance Group Inc C$3.0M0.42%22,540CommonSOLE
002824100ABTAbbott Laboratories$3.0M0.42%22,319CommonSOLE
172967424CCitigroup Inc New$3.0M0.41%29,431CommonSOLE
35969L108YMMFULL TRUCK ALLIANCE CO LTD ADS$3.0M0.41%229,278CommonSOLE
94858P209WEGZYWeg Sa Brazil Sp Adr$2.8M0.39%412,664CommonSOLE
88034P109TMETENCENT MUSIC ENTMT GROUP ADS$2.7M0.38%116,188CommonSOLE
344419106FMXFOMENTO ECONOMICO MEXICANO ADR$2.7M0.37%27,344CommonSOLE
17275R102CSCOCisco Systems Inc$2.6M0.36%38,249CommonSOLE
23381D102DSNKYDAIICHI SANKYO CO LTD ADR$2.6M0.36%116,246CommonSOLE
629334103NNGRYNN Group NV ADR$2.6M0.36%73,906CommonSOLE
045055100ASHTYASHTEAD GROUP PLC ADR$2.6M0.36%9,715CommonSOLE
38059T106GFIGOLD FIELDS LTD NEW ADR$2.6M0.36%61,557CommonSOLE
N82405106STLASTELLANTIS NV SHS$2.5M0.35%271,201CommonSOLE
443251103HOCPYHOYA CORP ADR$2.5M0.34%17,683CommonSOLE
05961W105BMABANCO MACRO SA ADR B$2.4M0.33%56,718CommonSOLE
060505104BACBank of America Corp$2.3M0.32%44,272CommonSOLE
71424F105PRPermian Resources Corp Class A$2.3M0.32%177,460CommonSOLE
02079K107GOOGAlphabet Inc Cl C$2.3M0.31%9,310CommonSOLE
92826C839VVisa Inc Cl A$2.2M0.31%6,590CommonSOLE
399909100GGALGRUPO FINANCIERO GALICIA S.ASP$2.2M0.30%78,641CommonSOLE
704326107PAYXPaychex Inc$2.0M0.28%16,132CommonSOLE
09857L108BKNGBooking Holdings Inc$2.0M0.28%370CommonSOLE
053332102AZOAutozone Inc$2.0M0.27%461CommonSOLE
701094104PHParker Hannifin Corp$2.0M0.27%2,590CommonSOLE
92890T205WHGLYWH GROUP LTD SPONSORED ADR$1.9M0.26%87,016CommonSOLE
482480100KLACKLA Corp New$1.9M0.26%1,744CommonSOLE
733174700BPOPPOPULAR INC COM NEW$1.9M0.26%14,634CommonSOLE
682680103OKEONEOK Inc$1.8M0.26%25,237CommonSOLE
P16994132BLXBanco Latino Americano Comer$1.8M0.26%39,988CommonSOLE
56585A102MPCMarathon Petroleum Corp$1.8M0.26%9,531CommonSOLE
23292E108DIDIYDIDI GLOBAL INC SPONSORED ADS$1.8M0.25%293,036CommonSOLE
125896100CMSCMS Energy Corp$1.8M0.25%24,204CommonSOLE
72341E304PNGAYPING AN INSURANCE GROUP ADR RE$1.8M0.24%128,803CommonSOLE
025816109AXPAmerican Express Co$1.7M0.24%5,199CommonSOLE
74460D109PSAPublic Storage$1.7M0.24%5,939CommonSOLE
858119100STLDSteel Dynamics Inc$1.6M0.22%11,604CommonSOLE
00850M102ACGBYAGRICULTURAL BK CHINA LTD ADR$1.6M0.22%93,041CommonSOLE
45073V108ITTItt Inc$1.5M0.22%8,669CommonSOLE
883556102TMOThermo Fisher Scientific Inc$1.5M0.21%3,099CommonSOLE
064058100BKBank New York Mellon Corp$1.5M0.20%13,467CommonSOLE
871607107SNPSSynopsys Inc$1.4M0.20%2,895CommonSOLE
79466L302CRMSalesforce Inc$1.4M0.20%5,949CommonSOLE
438516106HONHoneywell Intl Inc$1.4M0.19%6,610CommonSOLE
631103108NDAQNasdaq Inc$1.4M0.19%15,451CommonSOLE
03076C106AMPAmeriprise Financial Inc$1.3M0.19%2,715CommonSOLE
863667101SYKStryker Corporation$1.3M0.18%3,582CommonSOLE
461202103INTUIntuit$1.3M0.18%1,880CommonSOLE
127190304CACICaci International Inc Cl A$1.2M0.17%2,489CommonSOLE
G8994E103TTTrane Technologies plc$1.2M0.17%2,874CommonSOLE
443510607HUBBHubbell Inc$1.2M0.16%2,750CommonSOLE
532457108LLYEli Lilly & Co$1.2M0.16%1,510CommonSOLE
038222105AMATApplied Materials Inc$1.1M0.16%5,513CommonSOLE
00724F101ADBEAdobe Inc$1.1M0.16%3,191CommonSOLE
78409V104SPGIS&P Global Inc$1.1M0.16%2,297CommonSOLE
68389X105ORCLOracle Corp$1.1M0.15%3,886CommonSOLE
464287200IVViShares Core S&P 500 ETF$1.0M0.14%1,555CommonSOLE
23331A109DHID R Horton Inc$1.0M0.14%6,077CommonSOLE
007903107AMDAdvanced Micro Devices Inc$1.0M0.14%6,199CommonSOLE
45866F104ICEIntercontinental Exchange Inc$996,8960.14%5,917CommonSOLE
29444U700EQIXEquinix Inc$991,5820.14%1,266CommonSOLE
437076102HDHome Depot Inc$961,9210.13%2,374CommonSOLE
101137107BSXBoston Scientific Corp$960,2890.13%9,836CommonSOLE
142339100CSLCarlisle Cos Inc$932,2730.13%2,834CommonSOLE
571903202MARMarriott Intl Inc Cl A$901,9040.13%3,463CommonSOLE
921910725VSGXVANGUARD ESG INTL STOCK ETF$892,7230.12%12,869CommonSOLE
464287234EEMISHARES MSCI EMERGING MKTS ETF$823,2950.11%15,418CommonNONE
91913Y100VLOValero Energy Corp$794,2630.11%4,665CommonSOLE
808513105SCHWCharles Schwab Corp$789,3460.11%8,268CommonSOLE
548661107LOWLowes Cos Inc$772,2760.11%3,073CommonSOLE
74340W103PLDPrologis Inc$767,8570.11%6,705CommonSOLE
824348106SHWSherwin Williams Co$635,0410.09%1,834CommonSOLE
512807306LRCXLam Research Corp New$546,3120.08%4,080CommonSOLE
857477103STTState Street Corp$533,2980.07%4,597CommonSOLE
03073E105CORCencora Inc$514,7370.07%1,647CommonSOLE
233331107DTEDTE Energy Co$457,5260.06%3,235CommonSOLE
G0450A105ACGLArch Capital Group Ltd$428,6090.06%4,724CommonSOLE
384802104GWWWW Grainger Inc$424,0670.06%445CommonSOLE
231561101CWCurtiss Wright Corp$418,0640.06%770CommonSOLE
V7780T103RCLRoyal Caribbean Group$399,2980.06%1,234CommonSOLE
040413205ANETArista Networks Inc$397,0600.06%2,725CommonSOLE
43300A203HLTHilton Worldwide Holdings Inc$395,6460.05%1,525CommonSOLE
770700102HOODRobinhood Mkts Inc Cl A$391,4540.05%2,734CommonSOLE
55354G100MSCIMsci Inc$389,2430.05%686CommonSOLE
09260D107BXBlackstone Inc$387,1460.05%2,266CommonSOLE
30212P303EXPEExpedia Group Inc New$385,3910.05%1,803CommonSOLE
7591EP100RFRegions Financial Corp$380,0180.05%14,411CommonSOLE
127387108CDNSCadence Design System Inc$378,6580.05%1,078CommonSOLE
231021106CMICummins Inc$375,9090.05%890CommonSOLE
504922105LHLabcorp Holdings Inc$372,3170.05%1,297CommonSOLE
573284106MLMMartin Marietta Materials Inc$371,8650.05%590CommonSOLE
34959E109FTNTFortinet Inc$367,8500.05%4,375CommonSOLE
023608102AEEAmeren Corp$354,2660.05%3,394CommonSOLE
253868103DLRDigital Realty Trust Inc$348,8720.05%2,018CommonSOLE
05722G100BKRBaker Hughes Company Cl A$345,8630.05%7,099CommonSOLE
49338L103KEYSKeysight Technologies Inc$340,9190.05%1,949CommonSOLE
38141G104GSGoldman Sachs Group Inc$338,4490.05%425CommonSOLE
031100100AMEAmetek Inc$337,4600.05%1,795CommonSOLE
92345Y106VRSKVerisk Analytics Inc$335,5140.05%1,334CommonSOLE
879360105TDYTeledyne Technologies Inc$328,7680.05%561CommonSOLE
778296103ROSTRoss Stores Inc$313,4660.04%2,057CommonSOLE
277276101EGPEastgroup Properties Inc$310,4230.04%1,834CommonSOLE
053484101AVBAvalonbay Communities Inc$306,3680.04%1,586CommonSOLE
32054K103FRFirst Industrial Realty Trust$301,7170.04%5,862CommonSOLE
78462F103SPYSPDR S&P 500 ETF Trust$299,7810.04%450CommonSOLE
526057104LENLennar Corp Cl A$283,2120.04%2,247CommonSOLE
81369Y803XLKTechnology Select Sector SPDR$281,8600.04%1,000CommonSOLE
922908363VOOVanguard S&P 500 Etf$274,3460.04%448CommonSOLE
25278X109FANGDiamondback Energy Inc$272,6050.04%1,905CommonSOLE
620076307MSIMotorola Solutions Inc$272,5450.04%596CommonSOLE
216648501COOCooper Cos Inc$270,3320.04%3,943CommonSOLE
171340102CHDChurch & Dwight Co Inc$260,7870.04%2,976CommonSOLE
04621X108AIZAssurant Inc$255,5880.04%1,180CommonSOLE
316773100FITBFifth Third Bancorp Com$250,7270.03%5,628CommonSOLE
257651109DCIDonaldson Inc$242,2760.03%2,960CommonSOLE
833445109SNOWSnowflake Inc Cl A$236,8270.03%1,050CommonSOLE
34354P105FLSFlowserve Corp$227,0670.03%4,273CommonSOLE
697435105PANWPalo Alto Networks Inc$223,9820.03%1,100CommonSOLE
22788C105CRWDCrowdstrike Holdings Inc Cl A$220,6710.03%450CommonSOLE
92204A405VFHVanguard Financials Etf$219,1710.03%1,670CommonSOLE
30225T102EXRExtra Space Storage Inc$209,0140.03%1,483CommonSOLE
761152107RMDResmed Inc$202,0130.03%738CommonSOLE
693506107PPGPPG Industries Inc$199,9190.03%1,902CommonSOLE
G51502105JCIJohnson Controls Intl Plc$197,9100.03%1,800CommonSOLE
78464A599XSWSPDR S&P Software & Services E$197,7600.03%1,000CommonSOLE
46429B671MCHIIshares Msci China Etf$177,7950.02%2,700CommonSOLE
92204A603VISVanguard Industrials Etf$171,8480.02%580CommonSOLE
478160104JNJJohnson & Johnson$171,6990.02%926CommonSOLE
237194105DRIDarden Restaurants Inc$171,3240.02%900CommonSOLE
464287481IWPiShares Russell Mid-Cap Growth$170,8920.02%1,200CommonSOLE
46434G764EMXCISHARES MSCI EMexCHINA ETF$169,9900.02%2,518CommonSOLE
902252105TYLTyler Technologies Inc$156,9480.02%300CommonSOLE
23804L103DDOGDatadog Inc Cl A$156,6400.02%1,100CommonSOLE
464287507IJHiShares Core S&P Mid-Cap ETF$154,9920.02%2,375CommonSOLE
922042858VWOVanguard FTSE Emerging Markets$152,6530.02%2,818CommonSOLE
084670702BRK/BBerkshire Hathaway Inc Cl B$150,8220.02%300CommonSOLE
G8473T100STESteris plc$146,9790.02%594CommonSOLE
97717W422EPIWisdomtree India Earnings Fund$141,4400.02%3,200CommonSOLE
921932885IVOOVanguard S&P Mid-Cap 400 Etf$141,2860.02%1,280CommonSOLE
45687V106IRIngersoll Rand Inc$140,4540.02%1,700CommonSOLE
443573100HUBSHubspot Inc$140,3400.02%300CommonSOLE
22160K105COSTCostco Wholesale Corp$138,8440.02%150CommonSOLE
72407810062CPiper Sandler Companies Com$138,7960.02%400CommonSOLE
931142103WMTWal-Mart Inc$133,9780.02%1,300CommonSOLE
92204A504VHTVanguard Health Care Etf$132,3960.02%510CommonSOLE
G25508105CRHCRH PLC$131,8900.02%1,100CommonSOLE
14316J108CGCarlyle Group Inc$131,6700.02%2,100CommonSOLE
92206C664VTWOVanguard Russell 2000 Etf$130,2960.02%1,332CommonSOLE
55024U109LITELumentum Holdings Inc$130,1680.02%800CommonSOLE
48251W104KKRKKR & Co Inc$129,9500.02%1,000CommonSOLE
78464A870XBISPDR S&P Biotech ETF$127,7550.02%1,275CommonSOLE
052769106ADSKAutodesk Inc$127,0680.02%400CommonSOLE
803054204SAPSAP SE ADR$120,2440.02%450CommonSOLE
46090E103QQQInvesco QQQ Trust Series I$120,0740.02%200CommonSOLE
66987V109NVSNovartis AG ADR$115,4160.02%900CommonSOLE
036752103ELVElevance Health Inc$113,0920.02%350CommonSOLE
713448108PEPPepsiCo Inc$112,3520.02%800CommonSOLE
94106L109WMWaste Management Inc Del$110,4150.02%500CommonSOLE
46982L108JJacobs Solutions Inc$104,9020.01%700CommonSOLE
00766T100ACMAecom Com$104,3760.01%800CommonSOLE
922042874VGKVanguard FTSE Europe ETF$103,7400.01%1,300CommonSOLE
254687106DISWalt Disney Co$103,0500.01%900CommonSOLE
68902V107OTISOtis Worldwide Corp$100,5730.01%1,100CommonSOLE
G1151C101ACNAccenture plc Ireland Class A$98,6400.01%400CommonSOLE
98138H101WDAYWorkday Inc Cl A$96,2920.01%400CommonSOLE
45784P101PODDInsulet Corp$92,6190.01%300CommonSOLE
81762P102NOWServiceNow Inc$92,0280.01%100CommonSOLE
64110L106NFLXNetflix Inc$89,9190.01%75CommonSOLE
G6700G107NVTnVent Electric plc$88,7760.01%900CommonSOLE
494368103KMBKimberly Clark Corp$87,0380.01%700CommonSOLE
032095101APHAmphenol Corp Cl A$86,6250.01%700CommonSOLE
949746101WMT2Wells Fargo Co$83,8200.01%1,000CommonSOLE
59156R108METMetlife Inc$82,3700.01%1,000CommonSOLE
781154109RBRKRubrik Inc Cl A$82,2500.01%1,000CommonSOLE
009158106APDAir Prods & Chems Inc$81,8160.01%300CommonSOLE
19260Q107COINCoinbase Global Inc Cl A$80,6600.01%239CommonSOLE
M6191J100FROGJFrog Ltd$80,4610.01%1,700CommonSOLE
16115Q308GTLSChart Industries Inc$80,0600.01%400CommonSOLE
92204A876VPUVanguard Utilities Etf$79,5520.01%420CommonSOLE
235851102DHRDanaher Corporation$79,3040.01%400CommonSOLE
G5960L103MDTMedtronic plc$76,1920.01%800CommonSOLE
921943858VEAVanguard FTSE Developed Market$75,2000.01%1,255CommonSOLE
464288240ACWXISHARES MSCI ACWI EX US ETF$74,3480.01%1,144CommonNONE
92204A207VDCVanguard Consumer Staples Etf$73,7370.01%345CommonSOLE
806857108SLBSLB LIMITED COM STK$73,0360.01%2,125CommonSOLE
166764100CVXChevron Corp$72,0550.01%464CommonSOLE
14448C104CARRCarrier Global Corporation$71,6400.01%1,200CommonSOLE
127097103CTRACoterra Energy Inc$70,9500.01%3,000CommonSOLE
24703L202DELLDell Technologies Inc Cl C$70,8850.01%500CommonSOLE
26884L109EQTEqt Corp Com$70,7590.01%1,300CommonSOLE
G4705A100ICLRIcon plc$70,0000.01%400CommonSOLE
887389104TKRTimken Co$67,6620.01%900CommonSOLE
21036P108STZConstellation Brands Inc Cl A$67,3350.01%500CommonSOLE
922042866VPLVanguard FTSE Pacific ETF$65,8800.01%750CommonSOLE
12008R107BLDRBuilders Firstsource Inc$60,6250.01%500CommonSOLE
04626A103ALABAstera Laboratories Inc$58,7400.01%300CommonSOLE
74624M102PPure Storage Inc Cl A$58,6670.01%700CommonSOLE
N97284108NBISNebius Group Nv Class A$56,1350.01%500CommonSOLE
427866108HSYHershey Co$56,1150.01%300CommonSOLE
922908744VTVVanguard Value Etf$55,9470.01%300CommonSOLE
03769M106APOApollo Global Mgmt Inc$53,3080.01%400CommonSOLE
46435U713IFRAiShares TR US Infrastruc$52,8200.01%1,000CommonSOLE
934550203WMGWarner Music Group Corp Cl A$51,0900.01%1,500CommonSOLE
H5919C104ONONOn Holding Ag Namen Akt A$50,8200.01%1,200CommonSOLE
925652109VICIVici Properties Inc$48,9150.01%1,500CommonSOLE
49177J102KVUEKenvue Inc$48,6900.01%3,000CommonSOLE
744573106PEGPublic Service Enterprise Grou$48,6570.01%583CommonSOLE
632307104NTRANatera Inc$48,2910.01%300CommonSOLE
244199105DEDeere & Co$45,7260.01%100CommonSOLE
50077B207KTOSKratos Defense & Sec Solutions$45,6850.01%500CommonSOLE
92537N108VRTVertiv Holdings Co Cl A$45,2580.01%300CommonSOLE
744320102PRUPrudential Financial Inc$44,8160.01%432CommonSOLE
110122108BMYBristol Myers Squibb Co$41,3120.01%916CommonSOLE
03940C100ACLXGBXArcellx Inc Common Stock$41,0500.01%500CommonSOLE
46284V101IRMIron Mountain Inc Com$40,7760.01%400CommonSOLE
58533E103MPNGYMEITUAN ADR$39,9930.01%1,489CommonNONE
20717M1038QRConfluent Inc Class A Com$39,6000.01%2,000CommonSOLE
981064108WFWOORI FINANCIAL GROUP INC ADR$39,3300.01%700CommonNONE
90353T100UBERUber Technologies Inc$39,1880.01%400CommonSOLE
92204A702VGTVanguard Information Technolog$38,8250.01%52CommonSOLE
922908736VUGVanguard Growth Etf$38,3690.01%80CommonSOLE
464287465EFAiShares MSCI EAFE ETF$37,3480.01%400CommonSOLE
79589L106IOTSamsara Inc Cl A$37,2500.01%1,000CommonSOLE
80706P103SRRKScholar Rock Holding Corp$37,2400.01%1,000CommonSOLE
89832Q109TFCTruist Financial Corp$36,5760.01%800CommonSOLE
37637K108GTLBGitlab Inc Class A$36,0640.01%800CommonSOLE
49456B101KMIKinder Morgan Inc$36,0100.01%1,272CommonSOLE
98956P102ZBHZimmer Biomet Holdings Inc$34,4750.00%350CommonSOLE
911312106UPSUnited Parcel Service Inc Cl B$33,4120.00%400CommonSOLE
68163W208OLYMYOLYMPUS CORP ADR$30,6970.00%2,423CommonSOLE
98419M100XYLXylem Inc$29,5000.00%200CommonSOLE
281020107EIXEdison Intl$27,6400.00%500CommonSOLE
889478103TOLToll Brothers Inc$27,6280.00%200CommonSOLE
46429B598INDAIshares Msci India Etf$26,0300.00%500CommonSOLE
896522109TRNTrinity Industries Inc$25,2360.00%900CommonSOLE
743315103PGRProgressive Corp$24,6950.00%100CommonSOLE
922908769VTIVanguard Total Stock Market Et$24,6130.00%75CommonSOLE
464287655IWMiShares Russell 2000 ETF$24,1960.00%100CommonSOLE
55336V100MPLXMPLX LP$22,4770.00%450CommonSOLE
20030N101CMCSAComcast Corp Cl A$21,9940.00%700CommonSOLE
717081103PFEPfizer Inc$21,3010.00%836CommonSOLE
63010H108NNENano Nuclear Energy Inc$19,2800.00%500CommonSOLE
45104G104IBNICICI BANK LTD$19,2550.00%637CommonNONE
891160509TDToronto Dominion Bank$18,7880.00%235CommonSOLE
609207105MDLZMondelez Intl Inc Cl A$18,7410.00%300CommonSOLE
Y8162K204SBLKSTAR BULK CARRIERS CORP NEW$18,1280.00%975CommonNONE
26441C204DUKDuke Energy Corp$17,8200.00%144CommonSOLE
81369Y704XLIIndustrial Select Sector SPDR$15,4230.00%100CommonSOLE
34959J108FTVFortive Corp$14,6970.00%300CommonSOLE
81369Y209XLVHealth Care Select Sector SPDR$13,9170.00%100CommonSOLE
706915105PENGPenguin Solutions Inc$13,1400.00%500CommonSOLE
722304102PDDPDD HOLDINGS INC ADR$11,9280.00%90CommonNONE
169656105CMGChipotle Mexican Grill Inc$11,7570.00%300CommonSOLE
67103H107ORLYO Reilly Automotive Inc$11,3200.00%105CommonSOLE
84790A105SPBSpectrum Brands Holdings Inc$10,5060.00%200CommonSOLE
25746U109DDominion Energy Inc$10,1540.00%166CommonSOLE
G4253H101JHXJames Hardie Industries Plc$9,9320.00%517CommonSOLE
962166104WYWeyerhaeuser Co$7,4870.00%302CommonSOLE
256135203RDYDR REDDY'S LABORATORIES LTD$6,9900.00%500CommonNONE
46434G103IEMGISHARES CORE MSCI EMERGING$6,1370.00%93CommonNONE
750940108RALRalliant Corp$4,3730.00%100CommonSOLE
023939101AMTMAmentum Holdings Inc$3,4010.00%142CommonSOLE
03485P300NGLOYANGLO AMERICAN PLC ADR$2,5680.00%137CommonNONE
92556V106VTRSViatris Inc$1,9800.00%200CommonSOLE
78440P306SKMSK TELECOM LTD ADR NEW$1,8790.00%87CommonNONE
69932A204PSKYParamount Skydance Corp Cl B$1,1540.00%61CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA$1,1010.00%87CommonNONE
059578104BDORYBANCO DO BRASIL SA SPON ADR$7350.00%178CommonNONE
98888T107ZIMVZimvie Inc$4730.00%25CommonSOLE
92837L109VISTVISTA ENERGY S.A.B. DE C.V.$4540.00%13CommonNONE
573814308MAURYMARUI GROUP CO LTD ADR NEW$1290.00%3CommonSOLE
647581206EDUNEW ORIENTAL ED & TECH GRP INC$820.00%2CommonNONE
86959X107SZKMYSUZUKI MTR CORP ADR$730.00%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.