MondegarAI
Financiere des Professionnels - Fonds d'investissement inc.

Q3 2025 · 13F-HR

Financiere des Professionnels - Fonds d'investissement inc.holdings as filed

Filed 2025-10-21 · accession 0001996846-25-000017

$1.74B
Reported value
366
Positions
2025-09-30
Period end
View analyzed profile →PRO

The Brief · Financiere des Professionnels - Fonds d'investissement inc. · Q3 2025

AI · grounded in 13F

Financiere des Professionnels - Fonds d'investissement inc. established a new position in IEMG worth $108.8M. The fund also initiated new stakes in SPY for $91.8M and IEFA for $83.1M. Other new additions include TSM at $68.5M, MSFT at $58.6M, and AAPL at $47.1M. Total assets under management stand at $1.74B across 366 positions.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46434G103IEMGISHARES INC$108.8M6.26%1,650,348CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$91.8M5.29%137,798CommonSOLE
46432F842IEFAISHARES TR$83.1M4.79%951,953CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$68.5M3.94%245,268CommonNONE
594918104MSFTMICROSOFT CORP$58.6M3.38%113,160CommonSHARED
037833100AAPLAPPLE INC$47.1M2.71%185,014CommonSHARED
46090E103QQQINVESCO QQQ TR$42.5M2.45%70,750CommonNONE
67066G104NVDANVIDIA CORPORATION$40.8M2.35%218,700CommonSHARED
464287309IVWISHARES TR$31.4M1.81%260,000CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$29.8M1.72%400,700CommonNONE
464287200IVVISHARES TR$29.7M1.71%44,400CommonNONE
46434V100SLQDISHARES TR$28.5M1.64%560,200CommonNONE
808513105SCHWSCHWAB CHARLES CORP$24.8M1.43%259,705CommonSHARED
075887109BDXBECTON DICKINSON$21.1M1.22%112,760CommonSHARED
464287234EEMISHARES TR$20.9M1.21%392,000CommonNONE
89400J107TRUTRANSUNION$20.7M1.19%246,612CommonSHARED
G0403H108AONAON PLC$20.3M1.17%56,961CommonSHARED
20030N101CMCSACOMCAST CORP$19.1M1.10%608,404CommonSHARED
46435U853USHYISHARES TR$17.1M0.99%453,600CommonNONE
92826C839VVISA INC$17.1M0.98%50,051CommonSHARED
03027X100AMTAMERICAN TOWER CORP$16.9M0.98%88,090CommonSHARED
46434V621DGROISHARES TR$16.7M0.96%244,800CommonNONE
032095101APHAMPHENOL CORP$14.5M0.83%117,115CommonSHARED
G29183103ETNEATON CORP PLC$14.0M0.81%37,534CommonSHARED
G1151C101ACNACCENTURE PLC IRELAND$13.9M0.80%56,235CommonSHARED
00287Y109ABBVABBVIE INC$13.3M0.77%57,450CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$13.1M0.76%102,177CommonSHARED
46137V357RSPINVESCO EXCHANGE TRADED FD T$13.0M0.75%68,500CommonNONE
464288281EMBISHARES TR$12.8M0.74%134,700CommonNONE
G5960L103MDTMEDTRONIC PLC$12.6M0.73%132,652CommonSHARED
464288273SCZISHARES TR$12.0M0.69%156,900CommonNONE
464287804IJRISHARES TR$11.9M0.68%100,000CommonNONE
40415F101HDBHDFC BANK LTD$11.9M0.68%347,360CommonSHARED
060505104BACBANK AMERICA CORP$11.7M0.67%225,965CommonSHARED
478160104JNJJOHNSON & JOHNSON$11.5M0.66%62,057CommonSHARED
G8473T100STESTERIS PLC$11.5M0.66%46,401CommonSHARED
464287242LQDISHARES TR$11.4M0.66%102,400CommonNONE
35473P819FLCHFRANKLIN TEMPLETON ETF TR$11.1M0.64%425,000CommonNONE
464287184FXIISHARES TR$11.0M0.63%267,500CommonNONE
02079K305GOOGLALPHABET INC$10.4M0.60%42,618CommonSHARED
43300A203HLTHILTON WORLDWIDE HLDGS INC$10.3M0.60%39,825CommonSHARED
717081103PFEPFIZER INC$10.3M0.59%405,129CommonSHARED
443510607HUBBHUBBELL INC$9.9M0.57%22,929CommonSHARED
79466L302CRMSALESFORCE INC$9.8M0.56%41,293CommonSHARED
125896100CMSCMS ENERGY CORP$9.7M0.56%132,974CommonSHARED
30303M102METAMETA PLATFORMS INC$9.4M0.54%12,779CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$8.9M0.51%11,121CommonSHARED
57636Q104MAMASTERCARD INCORPORATED$8.7M0.50%15,335CommonSHARED
12572Q105CMECME GROUP INC$8.6M0.50%31,899CommonSHARED
171340102CHDCHURCH & DWIGHT CO INC$8.5M0.49%97,105CommonSHARED
G4705A100ICLRICON PLC$8.5M0.49%48,291CommonSHARED
125523100CITHE CIGNA GROUP$8.4M0.49%29,303CommonSHARED
337738108FISVFISERV INC$8.4M0.49%65,479CommonSHARED
13646K108CPCANADIAN PACIFIC KANSAS CITY$8.3M0.48%111,125CommonSHARED
681919106OMCOMNICOM GROUP INC$8.1M0.47%99,071CommonSHARED
665859104NTRSNORTHERN TR CORP$8.0M0.46%59,706CommonSHARED
46625H100JPMJPMORGAN CHASE & CO$8.0M0.46%25,337CommonSHARED
G87052109TELTE CONNECTIVITY PLC$7.9M0.45%35,901CommonSHARED
H1467J104CBCHUBB LIMITED$7.8M0.45%27,773CommonSHARED
235851102DHRDANAHER CORPORATION$7.8M0.45%39,234CommonSHARED
30231G102XOMEXXON MOBIL CORP$7.6M0.44%67,588CommonSHARED
49177J102KVUEKENVUE INC$7.6M0.44%465,660CommonSHARED
11135F101AVGOBROA$7.5M0.43%22,863CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$7.5M0.43%21,828CommonSHARED
G2519Y108BAPCREDICORP LTD$7.4M0.43%27,720CommonSHARED
69331C108PCGPG&E CORP$7.2M0.42%479,620CommonSHARED
574599106MASMASCO CORP$7.1M0.41%100,467CommonSHARED
166764100CVXCHEVRON CORP NEW$7.0M0.40%44,785CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$6.9M0.40%30,414CommonSHARED
G51502105JCIJOHNSON CTLS INTL PLC$6.9M0.40%62,762CommonSHARED
20825C104COPCONOCOPHILLIPS$6.9M0.40%72,661CommonSHARED
863667101SYKSTRYKER CORPORATION$6.7M0.39%18,256CommonSHARED
G3265R107APTVAPTIV PLC$6.5M0.38%75,928CommonSOLE
882508104TXNTEXAS INSTRS INC$6.4M0.37%35,020CommonSHARED
369550108GDGENERAL DYNAMICS CORP$6.4M0.37%18,792CommonSHARED
615369105MCOMOODYS CORP$6.3M0.36%13,141CommonSHARED
651639106NEMNEWMONT CORP$6.3M0.36%74,200CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$6.1M0.35%4,937CommonSHARED
922475108VEEVVEEVA SYS INC$6.0M0.34%20,096CommonSHARED
92203J407BNDXVANGUARD CHARLOTTE FDS$5.9M0.34%120,000CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC$5.9M0.34%12,186CommonSHARED
254687106DISDISNEY WALT CO$5.8M0.34%50,929CommonSHARED
032654105ADIANALOG DEVICES INC$5.8M0.33%23,433CommonSHARED
46434G822EWJISHARES INC$5.6M0.32%70,000CommonSOLE
778296103ROSTROSS STORES INC$5.6M0.32%36,451CommonSHARED
907818108UNPUNION PAC CORP$5.5M0.32%23,157CommonSHARED
872540109TJXTJX COS INC$5.4M0.31%37,118CommonSHARED
58933Y105MRKMERCK & CO INC$5.3M0.31%63,622CommonSOLE
464286772EWYISHARES INC$5.2M0.30%65,000CommonNONE
64110L106NFLXNETFLIX INC$5.0M0.29%4,209CommonSOLE
579780206MKCMCCORMICK & CO INC$5.0M0.29%75,146CommonNONE
824348106SHWSHERWIN WILLIAMS CO COM$4.9M0.28%14,252CommonSHARED
68902V107OTISOTIS WORLDWIDE CORP$4.9M0.28%53,238CommonSHARED
693506107PPGPPG INDS INC$4.8M0.28%45,812CommonSHARED
73278L105POOLPOOL CORP$4.6M0.26%14,783CommonSOLE
458140100INTCINTEL CORP$4.6M0.26%135,826CommonSHARED
502431109LHXL3HARRIS TECHNOLOGIES$4.4M0.25%14,357CommonSHARED
101137107BSXBOSTON SCIENTIFIC CORP$4.4M0.25%44,667CommonSHARED
097023204BA 6 10/15/27BOEING CO$4.3M0.25%61,598CommonSOLE
285512109EAELECTRONIC ARTS INC$4.2M0.24%20,971CommonSHARED
31620M106FISFIDELITY NATL INFORMATION SV$4.2M0.24%63,706CommonSHARED
521865204LEALEAR CORP$4.0M0.23%40,030CommonSHARED
571748102MRSHMARSH & MCLENNAN COS INC$4.0M0.23%19,928CommonSHARED
369604301GEGE AEROSPACE$4.0M0.23%13,279CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$3.8M0.22%71,100CommonSOLE
501889208LKQLKQ CORP$3.8M0.22%123,497CommonSHARED
375558103GILDGILEAD SCIENCES INC$3.7M0.21%32,948CommonSHARED
46432F396MTUMISHARES TR$3.6M0.21%14,200CommonSOLE
713448108PEPPEPSICO INC$3.6M0.21%25,562CommonSHARED
438516106HONHONEYWELL INTL INC$3.6M0.21%16,981CommonSHARED
384109104GGGGRACO INC$3.4M0.19%39,729CommonSHARED
219350105GLWCORNING INC$3.2M0.19%39,491CommonSOLE
26441C204DUKDUKE ENERGY CORP$3.2M0.19%26,122CommonSHARED
023135106AMZNAMAZON COM INC$3.2M0.19%14,663CommonSHARED
46434G772EWTISHARES INC$3.2M0.18%50,000CommonNONE
172967424CCITIGROUP INC$3.2M0.18%31,186CommonSOLE
949746101WMT2WELLS FARGO CO NEW$3.1M0.18%37,554CommonSHARED
758750103RRXREGAL REXNORD CORPORATION$3.1M0.18%21,857CommonSHARED
89832Q109TFCTRUIST FINL CORP$3.1M0.18%67,704CommonSHARED
16411R208LNGCHENIERE ENERGY INC$3.0M0.17%12,876CommonSOLE
02079K107GOOGALPHABET INC$3.0M0.17%12,319CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$2.9M0.17%64,596CommonSHARED
464286608EZUISHARES INC$2.9M0.17%46,500CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$2.8M0.16%72,611CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$2.8M0.16%41,399CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$2.7M0.15%37,605CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$2.7M0.15%11,243CommonSOLE
81141R100SESEA LTD$2.6M0.15%14,706CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$2.6M0.15%16,161CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$2.6M0.15%12,761CommonSHARED
174610105CFGCITIZENS FINL GROUP INC$2.5M0.14%46,088CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$2.4M0.14%90,894CommonSOLE
464286822EWWISHARES INC$2.4M0.14%35,000CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$2.4M0.14%11,124CommonSOLE
281020107EIXEDISON INTL$2.3M0.13%40,892CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$2.1M0.12%119,621CommonSOLE
040413205ANETARISTA NETWORKS INC$2.0M0.11%13,567CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$2.0M0.11%30,372CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$1.8M0.10%21,416CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$1.8M0.10%3,171CommonSOLE
46429B606EPOLISHARES TR$1.8M0.10%55,000CommonSOLE
941848103WATWATERS CORP$1.8M0.10%5,847CommonSOLE
G0750C108AXTAAXALTA COATING SYS LTD$1.7M0.10%61,122CommonSHARED
056752108BIDUBAIDU INC$1.7M0.10%13,140CommonSOLE
366651107ITGARTNER INC$1.7M0.10%6,514CommonSHARED
512807306LRCXLAM RESEARCH CORP$1.7M0.10%12,636CommonSOLE
444859102HUMHUMANA INC$1.7M0.10%6,426CommonSOLE
595112103MUMICRON TECHNOLOGY INC$1.7M0.10%9,929CommonSOLE
87612E106TGTTARGET CORP$1.7M0.10%18,505CommonSOLE
855244109SBUXSTARBUCKS CORP$1.6M0.09%19,341CommonSHARED
40434L105HPQHP INC$1.6M0.09%59,736CommonSOLE
464288240ACWXISHARES TR$1.6M0.09%25,000CommonSOLE
422806208HEI/AHEICO CORP NEW$1.6M0.09%6,193CommonSOLE
854502101SWKSTANLEY BLACK & DECKER INC$1.6M0.09%21,145CommonSHARED
143658300CCL1EURCARNIVAL CORP$1.6M0.09%53,910CommonSOLE
464286400EWZISHARES INC$1.6M0.09%50,000CommonNONE
464286640ECHISHARES INC$1.5M0.09%45,000CommonSOLE
45337C102INCYINCYTE CORP$1.5M0.09%17,486CommonSOLE
097023105BABOEING CO$1.4M0.08%6,610CommonSHARED
G8994E103TTTRANE TECHNOLOGIES PLC$1.4M0.08%3,343CommonSOLE
780287108RGLDROYAL GOLD INC$1.3M0.08%6,656CommonSOLE
422806109HEIHEICO CORP NEW$1.3M0.08%4,116CommonSOLE
92840M102VSTVISTRA CORP$1.3M0.07%6,425CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$1.2M0.07%8,865CommonSOLE
29084Q100EMEEMCOR GROUP INC$1.2M0.07%1,873CommonSOLE
833445109SNOWSNOWFLAKE INC$1.2M0.07%5,108CommonSOLE
902973304USBUS BANCORP DEL$1.1M0.07%23,679CommonSOLE
252131107DXCMDEXCOM INC$1.1M0.07%16,959CommonSOLE
02005N100ALLYALLY FINL INC$1.1M0.06%27,954CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$1.1M0.06%6,135CommonSHARED
199908104FIXCOMFORT SYS USA INC$1.1M0.06%1,306CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$1.0M0.06%19,329CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$1.0M0.06%2,026CommonSOLE
68389X105ORCLORACLE CORP$1.0M0.06%3,689CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$994,1930.06%10,079CommonSOLE
03831W108APPAPPLOVIN CORP$987,9930.06%1,375CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$980,5710.06%12,738CommonSHARED
099724106BWABORGWARNER INC$966,0650.06%21,976CommonSOLE
532457108LLYELI LILLY & CO$959,8540.06%1,258CommonSOLE
368736104GNRCGENERAC HLDGS INC$942,1270.05%5,628CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$934,7560.05%5,070CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC$933,3680.05%26,456CommonSOLE
146869102CVNACARVANA CO$931,4060.05%2,469CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$925,3800.05%6,000CommonSOLE
025816109AXPAMERICAN EXPRESS CO$923,4050.05%2,780CommonSOLE
443201108HWMHOWMET AEROSPACE INC$912,4690.05%4,650CommonSHARED
416515104HIGHARTFORD INSURANCE GROUP INC$862,7670.05%6,468CommonSOLE
457669307INSMINSMED INC$861,7560.05%5,984CommonSOLE
40637H109HALOHALOZYME THERAPEUTICS INC$860,9380.05%11,739CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$856,6440.05%1,716CommonSOLE
74736K101QRVOQORVO INC$853,8750.05%9,375CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$842,8550.05%5,587CommonSOLE
384802104GWWGRAINGER W W INC$841,4640.05%883CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$834,9000.05%8,522CommonSOLE
Y2573F102FLEXFLEX LTD$828,5650.05%14,293CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$822,6240.05%1,804CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$820,6890.05%152CommonSOLE
30161Q104EXELEXELIXIS INC$800,2700.05%19,377CommonSOLE
020002101ALLALLSTATE CORP$790,5560.05%3,683CommonSOLE
718546104PSXPHILLIPS 66$787,8280.05%5,792CommonSHARED
910047109UALUNITED AIRLS HLDGS INC$785,4140.05%8,139CommonSOLE
460690100IPGINTERPUBLIC GROUP COS INC$784,2710.05%28,100CommonSHARED
629377508NRGNRG ENERGY INC$768,1290.04%4,743CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$764,7050.04%4,192CommonSOLE
750917106RMBSRAMBUS INC DEL$762,4310.04%7,317CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$750,9040.04%3,513CommonSOLE
88162G103TTEKTETRA TECH INC NEW$739,1670.04%22,144CommonSOLE
09260D107BXBLACKSTONE INC$731,5790.04%4,282CommonSOLE
679295105OKTAOKTA INC$729,9320.04%7,960CommonSOLE
192422103CGNXCOGNEX CORP$728,5150.04%16,082CommonSOLE
315616102FFIVF5 INC$695,1820.04%2,151CommonSOLE
803054204SAPSAP SE$685,6610.04%2,566CommonSOLE
200525103CBSHCOMMERCE BANCSHARES INC$679,4710.04%11,370CommonSOLE
00827B106AFRMAFFIRM HLDGS INC$674,0170.04%9,223CommonSOLE
278642103EBAYEBAY INC.$667,2090.04%7,336CommonSOLE
371901109GNTXGENTEX CORP$657,6070.04%23,237CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$650,4910.04%6,417CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$642,3500.04%3,142CommonSOLE
98983L108ZWSZURN ELKAY WATER SOLNS CORP$630,5310.04%13,407CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$600,2610.03%5,509CommonSOLE
313855108FSSFEDERAL SIGNAL CORP$596,1400.03%5,010CommonSOLE
19247G107COHRCOHERENT CORP$586,8590.03%5,448CommonSOLE
172755100CRUSCIRRUS LOGIC INC$579,0900.03%4,622CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$573,4590.03%11,293CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$565,8040.03%3,991CommonSOLE
55087P104LYFTLYFT INC$563,9620.03%25,623CommonSOLE
25809K105DASHDOORDASH INC$559,7550.03%2,058CommonSOLE
86333M108LRNSTRIDE INC$534,6950.03%3,590CommonSOLE
45784P101PODDINSULET CORP$533,1770.03%1,727CommonSOLE
65339F119NEE 7.234 11/01/27NEXTERA ENERGY INC$522,0330.03%11,100CommonSOLE
680223104ORIOLD REP INTL CORP$518,8980.03%12,218CommonSOLE
565394103CARTMAPLEBEAR INC$514,3460.03%13,992CommonSOLE
98980G102ZSZSCALER INC$507,9240.03%1,695CommonSOLE
880770102TERTERADYNE INC$504,8640.03%3,668CommonSOLE
052769106ADSKAUTODESK INC$493,0240.03%1,552CommonSOLE
668771108GENGEN DIGITAL INC$475,9020.03%16,763CommonSOLE
911363109URIUNITED RENTALS INC$472,5570.03%495CommonSOLE
60786M105MCMOELIS & CO$470,9260.03%6,603CommonSOLE
72352L106PINSPINTEREST INC$470,3580.03%14,621CommonSOLE
G01767105ALKSALKERMES PLC$468,2100.03%15,607CommonSOLE
37959E102GLGLOBE LIFE INC$460,3640.03%3,220CommonSOLE
74624M102PPURE STORAGE INC$459,6140.03%5,484CommonSOLE
007973100AEISADVANCED ENERGY INDS$458,6970.03%2,696CommonSOLE
06417N103OZKBANK OZK LITTLE ROCK ARK$458,4120.03%8,992CommonSOLE
81762P102NOWSERVICENOW INC$456,4590.03%496CommonSOLE
58733R102MELIMERCADOLIBRE INC$446,3560.03%191CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$444,0560.03%3,332CommonSOLE
436893200HOMBHOME BANCSHARES INC$437,7160.03%15,467CommonSOLE
084423102WRBBERKLEY W R CORP$433,4390.02%5,657CommonSHARED
552848103MTGMGIC INVT CORP WIS$428,1320.02%15,091CommonSOLE
422704106HLHECLA MNG CO$427,6870.02%35,346CommonSOLE
G8060N102STSENSATA TECHNOLOGIES HLDG PL$427,2420.02%13,985CommonSOLE
917047102URBNURBAN OUTFITTERS INC$417,3650.02%5,843CommonSOLE
03073E105CORCENCORA INC$415,3520.02%1,329CommonSOLE
01741R102ATIATI INC$409,6280.02%5,036CommonSOLE
35905A109FTDRFRONTDOOR INC$407,7100.02%6,059CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$407,2490.02%10,889CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$386,5100.02%4,835CommonSHARED
258278100DORMDORMAN PRODS INC$384,7120.02%2,468CommonSOLE
69366J200PTCTPTC THERAPEUTICS INC$357,2350.02%5,821CommonSOLE
518415104LSCCLATTICE SEMICONDUCTOR CORP$356,4820.02%4,862CommonSOLE
55261F104MTBM & T BK CORP$354,3330.02%1,793CommonSOLE
33768G107FCFSFIRSTCASH HOLDINGS INC$349,1580.02%2,204CommonSOLE
04247X102AWIARMSTRONG WORLD INDS INC NEW$348,8980.02%1,780CommonSOLE
38526M106LOPEGRAND CANYON ED INC$348,1590.02%1,586CommonSOLE
859241101STRLSTERLING INFRASTRUCTURE INC$347,4930.02%1,023CommonSOLE
318672706FBPFIRST BANCORP P R$344,5090.02%15,624CommonSOLE
204166102CVLTCOMMVAULT SYS INC$341,3140.02%1,808CommonSOLE
128030202CALMCAL MAINE FOODS INC$336,7840.02%3,579CommonSOLE
34354P105FLSFLOWSERVE CORP$322,5600.02%6,070CommonSOLE
48238T109OPLNOPENLANE INC$312,4930.02%10,858CommonSOLE
412822108HOGHARLEY DAVIDSON INC$309,5510.02%11,095CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$307,3600.02%2,825CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$304,2090.02%881CommonSHARED
00751Y106AAPADVANCE AUTO PARTS INC$302,8250.02%4,932CommonSOLE
15189TBD8CNP 4.25 08/15/26CENTERPOINT ENERGY INC$300,3750.02%270,000CommonSHARED
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$293,8660.02%1,680CommonSOLE
784117103SEICSEI INVTS CO$293,4110.02%3,458CommonSOLE
928254101VIRTVIRTU FINL INC$291,1360.02%8,201CommonSOLE
74164M108PRIPRIMERICA INC$284,5300.02%1,025CommonSOLE
171779309CIENCIENA CORP$284,2020.02%1,951CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$272,4730.02%1,111CommonSHARED
45867G101IDCCINTERDIGITAL INC$270,3150.02%783CommonSOLE
465741106ITRIITRON INC$268,9250.02%2,159CommonSOLE
842587DZ7SO 4.5 06/15/27SOUTHERN CO$267,3600.02%240,000CommonSOLE
71363P106PRDOPERDOCEO ED CORP$266,7080.02%7,082CommonSOLE
761152107RMDRESMED INC$264,9710.02%968CommonSOLE
624758108MWAMUELLER WTR PRODS INC$264,7960.02%10,376CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$260,5410.02%283CommonSHARED
23345M107DTMDT MIDSTREAM INC$257,8900.01%2,281CommonSOLE
925550105VIAVVIAVI SOLUTIONS INC$256,5540.01%20,217CommonSOLE
092113109BKHBLACK HILLS CORP$254,8590.01%4,138CommonSOLE
00766T100ACMAECOM$249,4590.01%1,912CommonSOLE
18915M107NETCLOUDFLARE INC$248,0660.01%1,156CommonSOLE
629209305NMIHNMI HLDGS INC$245,9890.01%6,416CommonSOLE
55616P104MMACYS INC$243,6510.01%13,589CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$241,6950.01%9,841CommonSOLE
42824C208HPE 7.625 09/01/27HEWLETT PACKARD ENTERPRISE C$241,0450.01%3,550CommonSHARED
482480100KLACKLA CORP$239,4490.01%222CommonSOLE
G3323L100FNFABRINET$238,8260.01%655CommonSOLE
33829M101FIVEFIVE BELOW INC$234,0610.01%1,513CommonSOLE
H2906T109GRMNGARMIN LTD$233,4170.01%948CommonSOLE
G4474Y214JHGJANUS HENDERSON GROUP PLC$232,5200.01%5,224CommonSOLE
G1890L107CPRICAPRI HOLDINGS LIMITED$231,3110.01%11,612CommonSOLE
09062X103BIIBBIOGEN INC$230,5720.01%1,646CommonSOLE
45168D104IDXXIDEXX LABS INC$230,0000.01%360CommonSOLE
810186106SMGSCOTTS MIRACLE-GRO CO$229,6220.01%4,032CommonSOLE
7495271071RGREV GROUP INC$229,3430.01%4,047CommonSOLE
452327109ILMNILLUMINA INC$228,4980.01%2,406CommonSOLE
219798105QDELQUIDELORTHO CORP$228,0310.01%7,743CommonSOLE
21871X109CRBGCOREBRIDGE FINL INC$227,2990.01%7,092CommonSOLE
02553E106AEOAMERICAN EAGLE OUTFITTERS IN$227,1520.01%13,276CommonSOLE
G4766E116INDVINDIVIOR PLC$226,9960.01%9,415CommonSOLE
20337X109VISNCOMMSCOPE HLDG CO INC$225,3420.01%14,557CommonSOLE
68235P108OGSONE GAS INC$224,8510.01%2,778CommonSOLE
26622P107DOCSDOXIMITY INC$223,2540.01%3,052CommonSOLE
314211103FHIFEDERATED HERMES INC$223,1430.01%4,297CommonSOLE
447462102HURNHURON CONSULTING GROUP INC$220,7420.01%1,504CommonSOLE
689648103OTTROTTER TAIL CORP$219,9260.01%2,683CommonSOLE
48242W106KBRKBR INC$219,4260.01%4,640CommonSOLE
78442P106SLMSLM CORP$218,5340.01%7,895CommonSOLE
247361702DALDELTA AIR LINES INC DEL$215,7640.01%3,802CommonSOLE
844895102SWXSOUTHWEST GAS HLDGS INC$215,2780.01%2,748CommonSOLE
03753U106APLSUSDAPELLIS PHARMACEUTICALS INC$213,6050.01%9,439CommonSOLE
056525108BMIBADGER METER INC$213,5820.01%1,196CommonSOLE
088929104BGCBGC GROUP INC$212,8780.01%22,503CommonSOLE
018581108BFHBREAD FINANCIAL HOLDINGS INC$211,7030.01%3,796CommonSOLE
303250104FICOFAIR ISAAC CORP$205,0250.01%137CommonSOLE
69349HAF4TXNM 5.75 06/01/54TXNM ENERGY INC$202,7300.01%155,000CommonSOLE
68404L201OPCHOPTION CARE HEALTH INC$202,3980.01%7,291CommonSOLE
49926D109KNKNOWLES CORP$201,9350.01%8,663CommonSOLE
57060D108MKTXMARKETAXESS HLDGS INC$201,0850.01%1,154CommonSOLE
057665200BCPCBALCHEM CORP$200,9300.01%1,339CommonSOLE
410120109HWCHANCOCK WHITNEY CORPORATION$195,5310.01%3,123CommonSOLE
257651109DCIDONALDSON INC$195,3760.01%2,387CommonSOLE
706915105PENGPENGUIN SOLUTIONS INC$188,8480.01%7,186CommonSOLE
59100U108CASHPATHWARD FINANCIAL INC$188,8000.01%2,551CommonSOLE
366505105GTXGARRETT MOTION INC$187,5070.01%13,767CommonSOLE
45827U109INTAINTAPP INC$184,8680.01%4,520CommonSOLE
292554102ECPGENCORE CAP GROUP INC$173,7640.01%4,163CommonSOLE
68278B107K4FONESTREAM INC$144,3620.01%7,833CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$141,0800.01%500CommonSHARED
372460105GPCGENUINE PARTS CO$138,6000.01%1,000CommonSHARED
513272104LWLAMB WESTON HLDGS INC$133,5840.01%2,300CommonSOLE
427866108HSYHERSHEY CO$130,9350.01%700CommonSHARED
452308109ITWILLINOIS TOOL WKS INC$130,3800.01%500CommonSOLE
17275R102CSCOCISCO SYS INC$129,9980.01%1,900CommonSHARED
74144T108TROWPRICE T ROWE GROUP INC$123,1680.01%1,200CommonSHARED
001055102AFLAFLAC INC$122,8700.01%1,100CommonSOLE
086516101BBYBEST BUY INC$120,9920.01%1,600CommonSHARED
742718109PGPROCTER AND GAMBLE CO$107,5550.01%700CommonSOLE
609207105MDLZMONDELEZ INTL INC$106,1990.01%1,700CommonSOLE
191216100KOCOCA COLA CO$106,1120.01%1,600CommonSHARED
115236101BROBROWN & BROWN INC$106,0760.01%1,131CommonSHARED
57164YAF4VAC 3.25 12/15/27MARRIOTT VACATIONS WORLDWIDE$105,1270.01%110,000CommonSHARED
833034101SNASNAP ON INC$103,9590.01%300CommonSHARED
704326107PAYXPAYCHEX INC$101,4080.01%800CommonSOLE
26875P101EOGEOG RES INC$100,9080.01%900CommonSOLE
00187Y100APGAPI GROUP CORP$98,5040.01%2,866CommonSOLE
370334104GISGENERAL MLS INC$95,7980.01%1,900CommonSOLE
G0250X107AMCRAMCOR PLC$95,7060.01%11,700CommonSOLE
115637209BF/BBROWN FORMAN CORP$92,0720.01%3,400CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$83,5300.00%1,000CommonSHARED
N53745100LYBLYONDELLBASELL INDUSTRIES N$78,4640.00%1,600CommonSHARED
277432100EMNEASTMAN CHEM CO$75,6600.00%1,200CommonSOLE
922908736VUGVANGUARD INDEX FDS$47,9610.00%100CommonNONE

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.