MondegarAI
Annis Gardner Whiting Capital Advisors, LLC

Q3 2025 · 13F-HR

Annis Gardner Whiting Capital Advisors, LLCholdings as filed

Filed 2025-11-03 · accession 0001998414-25-000002

$484.9M
Reported value
1,179
Positions
2025-09-30
Period end
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The Brief · Annis Gardner Whiting Capital Advisors, LLC · Q3 2025

AI · grounded in 13F

Annis Gardner Whiting Capital Advisors, LLC established a new position in EFA valued at $73.6M. The fund also initiated new stakes in VTI for $34.7M and VXUS for $22.8M. Additional new positions include IWM, NVDA, and MSFT.

Holdings as filed

First 500 of 1179

CUSIPTickerIssuerValue% port.SharesClassVoting
464287465EFAISHARES TR$73.6M15.2%788,652CommonNONE
922908769VTIVANGUARD INDEX FDS$34.7M7.16%105,510CommonNONE
921909768VXUSVANGUARD STAR FDS$22.8M4.71%310,736CommonNONE
464287655IWMISHARES TR$13.3M2.73%54,807CommonNONE
67066G104NVDANVIDIA CORPORATION$12.9M2.67%69,267CommonNONE
594918104MSFTMICROSOFT CORP$11.8M2.44%22,846CommonNONE
464288257ACWIISHARES TR$11.5M2.37%83,076CommonNONE
037833100AAPLAPPLE INC$10.4M2.15%40,978CommonNONE
023135106AMZNAMAZON COM INC$9.1M1.87%41,244CommonNONE
02079K305GOOGLALPHABET INC$8.3M1.72%34,284CommonNONE
30303M102METAMETA PLATFORMS INC$7.6M1.57%10,363CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$5.0M1.03%15,852CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$4.3M0.89%72,015CommonNONE
88160R101TSLATESLA INC$4.0M0.82%8,938CommonNONE
64110L106NFLXNETFLIX INC$3.8M0.79%3,178CommonNONE
68278B107K4FONESTREAM INC$3.8M0.78%205,525CommonNONE
02079K107GOOGALPHABET INC$3.5M0.72%14,395CommonNONE
743315103PGRPROGRESSIVE CORP$3.4M0.69%13,627CommonNONE
68389X105ORCLORACLE CORP$3.3M0.68%11,638CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$3.2M0.66%4,020CommonNONE
478160104JNJJOHNSON & JOHNSON$3.2M0.65%17,080CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$2.9M0.60%29,727CommonNONE
46435G516ESGDISHARES TR$2.8M0.58%30,406CommonNONE
92826C839VVISA INC$2.8M0.58%8,204CommonNONE
172967424CCITIGROUP INC$2.7M0.56%26,977CommonNONE
11135F101AVGOBROADCOM INC$2.7M0.56%8,252CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$2.7M0.56%4,063CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$2.7M0.55%49,586CommonNONE
922908751VBVANGUARD INDEX FDS$2.6M0.54%10,314CommonNONE
46435G425ESGUISHARES TR$2.6M0.53%17,717CommonNONE
808513105SCHWSCHWAB CHARLES CORP$2.4M0.50%25,155CommonNONE
949746101WMT2WELLS FARGO CO NEW$2.4M0.49%28,337CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$2.3M0.48%16,792CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.3M0.48%4,595CommonNONE
369604301GEGE AEROSPACE$2.3M0.47%7,500CommonNONE
82509L107SHOPSHOPIFY INC$2.1M0.44%14,399CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$2.1M0.43%12,291CommonNONE
58733R102MELIMERCADOLIBRE INC$2.0M0.41%858CommonNONE
031162100AMGNAMGEN INC$2.0M0.41%6,988CommonNONE
42727J102HRTGHERITAGE INSURANCE HLDGS INC$1.9M0.40%76,798CommonNONE
922908363VOOVANGUARD INDEX FDS$1.9M0.40%3,121CommonNONE
05464C101AXONAXON ENTERPRISE INC$1.9M0.39%2,655CommonNONE
871829107SYYSYSCO CORP$1.8M0.38%22,370CommonNONE
571903202MARMARRIOTT INTL INC NEW$1.8M0.37%6,921CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$1.8M0.37%31,318CommonNONE
437076102HDHOME DEPOT INC$1.7M0.35%4,143CommonNONE
57636Q104MAMASTERCARD INCORPORATED$1.7M0.34%2,933CommonNONE
717081103PFEPFIZER INC$1.7M0.34%65,143CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$1.7M0.34%84,544CommonNONE
14040H105COFCAPITAL ONE FINL CORP$1.6M0.33%7,629CommonNONE
166764100CVXCHEVRON CORP NEW$1.6M0.33%10,162CommonNONE
060505104BACBANK AMERICA CORP$1.6M0.32%30,191CommonNONE
570535104MKLMARKEL GROUP INC$1.5M0.31%799CommonNONE
17275R102CSCOCISCO SYS INC$1.5M0.31%22,124CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$1.5M0.31%5,105CommonNONE
780259305SHELSHELL PLC$1.5M0.31%20,947CommonNONE
00287Y109ABBVABBVIE INC$1.4M0.29%6,115CommonNONE
30212P303EXPEEXPEDIA GROUP INC$1.4M0.29%6,566CommonNONE
20825C104COPCONOCOPHILLIPS$1.4M0.29%14,761CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.4M0.29%9,004CommonNONE
79466L302CRMSALESFORCE INC$1.4M0.28%5,804CommonNONE
882508104TXNTEXAS INSTRS INC$1.4M0.28%7,471CommonNONE
12504L109CBRECBRE GROUP INC$1.4M0.28%8,587CommonNONE
776696106ROPROPER TECHNOLOGIES INC$1.3M0.28%2,700CommonNONE
46435U663ESMLISHARES TR$1.3M0.27%29,294CommonNONE
009066101ABNBAIRBNB INC$1.3M0.27%10,634CommonNONE
580135101MCDMCDONALDS CORP$1.3M0.26%4,127CommonNONE
020002101ALLALLSTATE CORP$1.3M0.26%5,801CommonNONE
921937835BNDVANGUARD BD INDEX FDS$1.2M0.25%16,470CommonNONE
381430107GSIEGOLDMAN SACHS ETF TR$1.2M0.25%29,744CommonNONE
552953101MGMMGM RESORTS INTERNATIONAL$1.2M0.25%35,220CommonNONE
81762P102NOWSERVICENOW INC$1.2M0.25%1,298CommonNONE
278642103EBAYEBAY INC.$1.2M0.24%12,800CommonNONE
750236101RDNRADIAN GROUP INC$1.2M0.24%32,133CommonNONE
002824100ABTABBOTT LABS$1.2M0.24%8,618CommonNONE
81211K100SDASEALED AIR CORP NEW$1.1M0.24%32,328CommonNONE
G5960L103MDTMEDTRONIC PLC$1.1M0.23%11,615CommonNONE
464288224ICLNISHARES TR$1.1M0.23%71,612CommonNONE
026874784AIGAMERICAN INTL GROUP INC$1.1M0.23%14,109CommonNONE
718546104PSXPHILLIPS 66$1.1M0.23%8,139CommonNONE
09290D101BLKBLACKROCK INC$1.1M0.23%949CommonNONE
30231G102XOMEXXON MOBIL CORP$1.1M0.23%9,701CommonNONE
16119P108CHTRCHARTER COMMUNICATIONS INC N$1.1M0.22%3,933CommonNONE
863667101SYKSTRYKER CORPORATION$1.0M0.21%2,781CommonNONE
052769106ADSKAUTODESK INC$1.0M0.21%3,221CommonNONE
45782C680PAUGINNOVATOR ETFS TRUST$1.0M0.21%24,063CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$1.0M0.21%4,120CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$1.0M0.21%33,950CommonNONE
91879Q109MTNVAIL RESORTS INC$1.0M0.21%6,700CommonNONE
931142103WMTWALMART INC$993,7050.20%9,642CommonNONE
36828A101GEVGE VERNOVA INC$993,6790.20%1,616CommonNONE
853666105SMPSTANDARD MTR PRODS INC$991,9260.20%24,300CommonNONE
26875P101EOGEOG RES INC$990,6930.20%8,836CommonNONE
075887109BDXBECTON DICKINSON & CO$923,4970.19%4,934CommonNONE
244199105DEDEERE & CO$920,7360.19%2,007CommonNONE
464287150ITOTISHARES TR$916,5760.19%6,293CommonNONE
37045V100GMGENERAL MTRS CO$908,7580.19%14,905CommonNONE
532457108LLYELI LILLY & CO$887,4540.18%1,163CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$879,4800.18%1,260CommonNONE
45782C748PJUNINNOVATOR ETFS TRUST$859,0070.18%20,875CommonNONE
13646K108CPCANADIAN PACIFIC KANSAS CITY$852,8340.18%11,424CommonNONE
624756102MLIMUELLER INDS INC$849,3240.18%8,400CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$842,3560.17%5,206CommonNONE
254687106DISDISNEY WALT CO$841,9300.17%7,353CommonNONE
462222100IONSIONIS PHARMACEUTICALS INC$837,4420.17%12,801CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$836,8870.17%155CommonNONE
922908611VBRVANGUARD INDEX FDS$805,6390.17%3,843CommonNONE
44891N208IACIAC INC$785,7230.16%23,062CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$780,3780.16%11,637CommonNONE
46434G863ESGEISHARES INC$777,9130.16%17,916CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$770,3560.16%1,967CommonNONE
548661107LOWLOWES COS INC$764,2700.16%3,041CommonNONE
512807306LRCXLAM RESEARCH CORP$763,0850.16%5,690CommonNONE
369550108GDGENERAL DYNAMICS CORP$762,1350.16%2,235CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$754,2000.16%1CommonNONE
09062X103BIIBBIOGEN INC$725,3350.15%5,178CommonNONE
88339J105TTDTHE TRADE DESK INC$716,7720.15%14,625CommonNONE
49271V100KDPKEURIG DR PEPPER INC$712,0460.15%27,912CommonNONE
56585A102MPCMARATHON PETE CORP$709,4760.15%3,681CommonNONE
20030N101CMCSACOMCAST CORP NEW$705,5370.15%22,455CommonNONE
464287309IVWISHARES TR$696,6760.14%5,771CommonNONE
097023105BABOEING CO$689,5490.14%3,195CommonNONE
75513E101RTXRTX CORPORATION$683,2090.14%4,083CommonNONE
311900104FASTFASTENAL CO$682,0980.14%13,909CommonNONE
45782C540PDECINNOVATOR ETFS TRUST$679,2120.14%16,164CommonNONE
833445109SNOWSNOWFLAKE INC$677,7780.14%3,005CommonNONE
632307104NTRANATERA INC$672,0500.14%4,175CommonNONE
530307305LBRDKLIBERTY BROADBAND CORP$671,3010.14%10,565CommonNONE
38046C109GOGOGOGO INC$669,1270.14%77,896CommonNONE
493267108KEYKEYCORP$669,1020.14%35,800CommonNONE
45782C870PAPRINNOVATOR ETFS TRUST$665,5460.14%17,350CommonNONE
26856L103ELFE L F BEAUTY INC$662,4000.14%5,000CommonNONE
808524607SCHASCHWAB STRATEGIC TR$641,7010.13%23,000CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$638,4750.13%1,302CommonNONE
89832Q109TFCTRUIST FINL CORP$637,5090.13%13,944CommonNONE
G4705A100ICLRICON PLC$630,8750.13%3,605CommonNONE
922475108VEEVVEEVA SYS INC$625,6110.13%2,100CommonNONE
461202103INTUINTUIT$608,4730.13%891CommonNONE
33733B100FIWFIRST TR EXCHANGE-TRADED FD$608,1510.13%5,413CommonNONE
713448108PEPPEPSICO INC$602,7690.12%4,292CommonNONE
G0403H108AONAON PLC$602,2640.12%1,689CommonNONE
464288687PFFISHARES TR$597,8710.12%18,908CommonNONE
617446448MSMORGAN STANLEY$597,6900.12%3,760CommonNONE
888787108TOSTTOAST INC$593,6530.12%16,260CommonNONE
191216100KOCOCA COLA CO$584,9290.12%8,770CommonNONE
907818108UNPUNION PAC CORP$584,3070.12%2,472CommonNONE
654106103NKENIKE INC$581,4830.12%8,314CommonNONE
747525103QCOMQUALCOMM INC$575,4400.12%3,459CommonNONE
91733P107USARUSA RARE EARTH INC$574,4390.12%33,417CommonNONE
457030104IMKTAINGLES MKTS INC$570,3920.12%8,200CommonNONE
609839105MPWRMONOLITHIC PWR SYS INC$568,0350.12%617CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$567,5240.12%613CommonNONE
337738108FISVFISERV INC$546,2770.11%4,237CommonNONE
922908629VOVANGUARD INDEX FDS$541,4770.11%1,837CommonNONE
624580106MOVMOVADO GROUP INC$540,6450.11%28,500CommonNONE
87901J105TGNATEGNA INC$538,7450.11%26,500CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$535,8270.11%12,192CommonNONE
293389102EBFENNIS INC$526,4640.11%28,800CommonNONE
844741108LUVSOUTHWEST AIRLS CO$517,0060.11%16,202CommonNONE
94419L101WWAYFAIR INC$514,5410.11%5,760CommonNONE
928298108VSHVISHAY INTERTECHNOLOGY INC$500,3100.10%32,700CommonNONE
697435105PANWPALO ALTO NETWORKS INC$500,2950.10%2,457CommonNONE
03524A108BUDANHEUSER BUSCH INBEV SA/NV$491,1270.10%8,239CommonNONE
25264R207BVEDIAMOND HILL INVT GROUP INC$490,0350.10%3,500CommonNONE
252131107DXCMDEXCOM INC$487,4490.10%7,244CommonNONE
G29183103ETNEATON CORP PLC$480,1630.10%1,283CommonNONE
70432V102PAYCPAYCOM SOFTWARE INC$469,5640.10%2,256CommonNONE
55616P104MMACYS INC$466,1800.10%26,000CommonNONE
872540109TJXTJX COS INC NEW$464,1180.10%3,211CommonNONE
45782C656PSEPINNOVATOR ETFS TRUST$459,5650.09%10,700CommonNONE
922908736VUGVANGUARD INDEX FDS$456,0870.09%950CommonNONE
042068205ARMARM HOLDINGS PLC$454,1830.09%3,210CommonNONE
58933Y105MRKMERCK & CO INC$452,5450.09%5,364CommonNONE
339750101FNDFLOOR & DECOR HLDGS INC$451,1180.09%6,121CommonNONE
98954M200ZZILLOW GROUP INC$446,6000.09%5,800CommonNONE
773121108RKLBROCKET LAB CORP$446,5220.09%9,320CommonNONE
46266C105IQVIQVIA HLDGS INC$443,8900.09%2,337CommonNONE
922042718VSSVANGUARD INTL EQUITY INDEX F$441,9050.09%3,100CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$439,6330.09%2,410CommonNONE
842587107SOSOUTHERN CO$437,8380.09%4,620CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$436,2750.09%3,878CommonNONE
45782C409BJANINNOVATOR ETFS TRUST$434,7280.09%8,200CommonNONE
464289859AOAISHARES TR$434,5310.09%4,930CommonNONE
45784N668KMAYINNOVATOR ETFS TRUST$433,0580.09%15,700CommonNONE
74762E102QUREQUANTA SVCS INC$427,2680.09%1,031CommonNONE
438516106HONHONEYWELL INTL INC$423,7370.09%2,013CommonNONE
464289867AORISHARES TR$423,2350.09%6,574CommonNONE
05589G102BWINTHE BALDWIN INSURANCE GRP IN$423,1500.09%15,000CommonNONE
G54950103LINLINDE PLC$422,7500.09%890CommonNONE
48020Q107JLLJONES LANG LASALLE INC$421,1720.09%1,412CommonNONE
464287408IVEISHARES TR$420,0420.09%2,034CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$416,0460.09%10,608CommonNONE
670100205NVONOVO-NORDISK A S$415,0660.09%7,480CommonNONE
87283Q867TCAFT ROWE PRICE ETF INC$414,4240.09%10,993CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$413,7360.09%1,198CommonNONE
87283Q784TCALT ROWE PRICE ETF INC$410,4300.08%16,828CommonNONE
291011104EMREMERSON ELEC CO$406,7900.08%3,101CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$402,6430.08%1,427CommonNONE
30063P105EXKEXACT SCIENCES CORP$401,0250.08%7,330CommonNONE
278865100ECLECOLAB INC$400,8850.08%1,463CommonNONE
45784N833KDECINNOVATOR ETFS TRUST$395,4220.08%15,525CommonNONE
92537N108VRTVERTIV HOLDINGS CO$389,2190.08%2,580CommonNONE
974155103WINGWINGSTOP INC$386,3290.08%1,535CommonNONE
92189F106GDXVANECK ETF TRUST$382,0000.08%5,000CommonNONE
384802104GWWGRAINGER W W INC$381,1840.08%400CommonNONE
038222105AMATAPPLIED MATLS INC$370,9890.08%1,812CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$367,9570.08%758CommonNONE
302130109EXPDEXPEDITORS INTL WASH INC$364,8280.08%2,976CommonNONE
314211103FHIFEDERATED HERMES INC$363,5100.07%7,000CommonNONE
00039J822ILOWAB ACTIVE ETFS INC$359,7200.07%8,460CommonNONE
94106L109WMWASTE MGMT INC DEL$358,0470.07%1,621CommonNONE
149123101CATCATERPILLAR INC$357,5440.07%749CommonNONE
922908744VTVVANGUARD INDEX FDS$356,6560.07%1,903CommonNONE
718172109PMPHILIP MORRIS INTL INC$353,4340.07%2,179CommonNONE
800422107JBSSSANFILIPPO JOHN B & SON INC$347,1120.07%5,400CommonNONE
629445206NVECNVE CORP$345,9310.07%5,300CommonNONE
922908652VXFVANGUARD INDEX FDS$343,1090.07%1,639CommonNONE
126650100CVSCVS HEALTH CORP$341,3660.07%4,528CommonNONE
871332102SLVMSYLVAMO CORP$336,0720.07%7,600CommonNONE
919794107VLYVALLEY NATL BANCORP$334,8350.07%31,346CommonNONE
45782C813PJULINNOVATOR ETFS TRUST$333,0630.07%7,304CommonNONE
45782C888BAPRINNOVATOR ETFS TRUST$333,0370.07%7,100CommonNONE
539830109LMTLOCKHEED MARTIN CORP$325,9850.07%653CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$318,4920.07%3,103CommonNONE
754730109RJFRAYMOND JAMES FINL INC$312,9240.06%1,813CommonNONE
65339F101NEENEXTERA ENERGY INC$312,7560.06%4,143CommonNONE
368678108GENCGENCOR INDS INC$310,1560.06%21,200CommonNONE
02209S103MOALTRIA GROUP INC$309,3180.06%4,636CommonNONE
855244109SBUXSTARBUCKS CORP$309,2130.06%3,655CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$308,9000.06%1,250CommonNONE
969457100WMBWILLIAMS COS INC$308,1350.06%4,864CommonNONE
95058W100WENWENDYS CO$306,8150.06%33,495CommonNONE
03990B101ARESARES MANAGEMENT CORPORATION$306,1900.06%1,915CommonNONE
60770K107MRNAMODERNA INC$300,9460.06%11,651CommonNONE
45783Y285IJUNINNOVATOR ETFS TRUST$293,2300.06%10,325CommonNONE
90278Q108UFPIUFP INDUSTRIES INC$290,9410.06%3,112CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$287,9330.06%1,433CommonNONE
143130102KMXCARMAX INC$285,0600.06%6,353CommonNONE
452308109ITWILLINOIS TOOL WKS INC$284,8730.06%1,086CommonNONE
494368103KMBKIMBERLY-CLARK CORP$274,9420.06%2,199CommonNONE
79589L106IOTSAMSARA INC$273,2290.06%7,335CommonNONE
025816109AXPAMERICAN EXPRESS CO$268,7180.06%809CommonNONE
464287168DVYISHARES TR$265,9190.05%1,871CommonNONE
464287598IWDISHARES TR$265,8890.05%1,306CommonNONE
H5919C104ONONON HLDG AG$265,1110.05%6,260CommonNONE
74340W103PLDPROLOGIS INC.$261,7930.05%2,286CommonNONE
093671105HRBBLOCK H & R INC$255,1370.05%5,045CommonNONE
701094104PHPARKER-HANNIFIN CORP$253,9810.05%335CommonNONE
297602104ETDETHAN ALLEN INTERIORS INC$253,0620.05%8,590CommonNONE
049468101TEAMATLASSIAN CORPORATION$248,0150.05%1,553CommonNONE
92189F791GDXJVANECK ETF TRUST$247,5750.05%2,500CommonNONE
194162103CLCOLGATE PALMOLIVE CO$242,4590.05%3,033CommonNONE
88579Y101MMM3M CO$233,5460.05%1,505CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$232,3310.05%2,155CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$232,0320.05%831CommonNONE
040413205ANETARISTA NETWORKS INC$228,1820.05%1,566CommonNONE
00724F101ADBEADOBE INC$226,8190.05%643CommonNONE
896239100TRMBTRIMBLE INC$226,6610.05%2,776CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$224,5090.05%1,814CommonNONE
084423102WRBBERKLEY W R CORP$216,0690.04%2,820CommonNONE
009158106APDAIR PRODS & CHEMS INC$214,9040.04%788CommonNONE
032654105ADIANALOG DEVICES INC$212,2850.04%864CommonNONE
25746U109DDOMINION ENERGY INC$211,2210.04%3,453CommonNONE
381430503GSLCGOLDMAN SACHS ETF TR$208,0580.04%1,597CommonNONE
49456B101KMIKINDER MORGAN INC DEL$207,4000.04%7,326CommonNONE
872590104TMUST-MOBILE US INC$207,0640.04%865CommonNONE
142339100CSLCARLISLE COS INC$206,9160.04%629CommonNONE
46436E718SGOVISHARES TR$204,7240.04%2,033CommonNONE
127190304CACICACI INTL INC$204,5000.04%410CommonNONE
00206R102TAT&T INC$196,9990.04%6,976CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$195,5540.04%2,740CommonNONE
G87052109TELTE CONNECTIVITY PLC$194,7240.04%887CommonNONE
95040Q104WELLWELLTOWER INC$193,8170.04%1,088CommonNONE
33739H101FTGCFIRST TR EXCHANGE TRAD FD VI$193,0330.04%7,453CommonNONE
464288638IGIBISHARES TR$190,8300.04%3,528CommonNONE
58155Q103MCKMCKESSON CORP$190,2300.04%246CommonNONE
H1467J104CBCHUBB LIMITED$189,5100.04%670CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$186,9120.04%568CommonNONE
209115104EDCONSOLIDATED EDISON INC$186,0630.04%1,851CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$181,3660.04%5,173CommonNONE
609207105MDLZMONDELEZ INTL INC$181,1640.04%2,885CommonNONE
064058100BKBANK NEW YORK MELLON CORP$181,0920.04%1,662CommonNONE
45774W108IIININSTEEL INDS INC$180,4290.04%4,706CommonNONE
565394103CARTMAPLEBEAR INC$176,9630.04%4,814CommonNONE
89377M109TMDXTRANSMEDICS GROUP INC$173,4620.04%1,546CommonNONE
055622104BPBP PLC$172,3000.04%5,000CommonNONE
201723103CMCCOMMERCIAL METALS CO$171,8400.04%3,000CommonNONE
380237107GDDYGODADDY INC$171,5850.04%1,254CommonNONE
87612E106TGTTARGET CORP$171,4170.04%1,911CommonNONE
46432F339QUALISHARES TR$169,2150.03%870CommonNONE
464287507IJHISHARES TR$164,3250.03%2,518CommonNONE
147528103CASYCASEYS GEN STORES INC$163,9430.03%290CommonNONE
464287226AGGISHARES TR$162,9070.03%1,625CommonNONE
37954Y871URAGLOBAL X FDS$162,3170.03%3,405CommonNONE
464288273SCZISHARES TR$161,9560.03%2,111CommonNONE
512816109LAMRLAMAR ADVERTISING CO NEW$160,0030.03%1,307CommonNONE
922908512VOEVANGUARD INDEX FDS$159,6490.03%913CommonNONE
78464A698KRESPDR SERIES TRUST$159,4530.03%2,519CommonNONE
45782C284KJULINNOVATOR ETFS TRUST$158,9800.03%5,135CommonNONE
756109104OREALTY INCOME CORP$156,9600.03%2,582CommonNONE
231021106CMICUMMINS INC$155,4330.03%368CommonNONE
78409V104SPGIS&P GLOBAL INC$154,2880.03%317CommonNONE
773903109ROKROCKWELL AUTOMATION INC$153,7940.03%440CommonNONE
45782C722IJULINNOVATOR ETFS TRUST$153,6240.03%4,700CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$153,3700.03%2,569CommonNONE
464287200IVVISHARES TR$152,1840.03%227CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$149,3520.03%1,788CommonNONE
122017106BURLBURLINGTON STORES INC$148,6280.03%584CommonNONE
197236102COLBCOLUMBIA BKG SYS INC$147,5940.03%5,734CommonNONE
595112103MUMICRON TECHNOLOGY INC$147,2420.03%880CommonNONE
29250N105ENBENBRIDGE INC$146,3340.03%2,900CommonNONE
784117103SEICSEI INVTS CO$146,2820.03%1,724CommonNONE
001055102AFLAFLAC INC$146,2450.03%1,309CommonNONE
464287614IWFISHARES TR$145,6760.03%311CommonNONE
33738D788FTCBFIRST TR EXCHANGE-TRADED FD$145,3130.03%6,819CommonNONE
316188309FBNDFIDELITY MERRIMACK STR TR$144,4080.03%3,123CommonNONE
566324109MMIMARCUS & MILLICHAP INC$143,8150.03%4,900CommonNONE
46435G268SMMDISHARES TR$143,1840.03%1,942CommonNONE
988498101YUMYUM BRANDS INC$142,5760.03%938CommonNONE
194014502ENOVENOVIS CORPORATION$142,1740.03%4,686CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$141,5580.03%403CommonNONE
30257X104FBKFB FINL CORP$141,1340.03%2,532CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$141,0710.03%700CommonNONE
85207K107PSLVSPROTT ASSET MANAGEMENT LP$140,3900.03%8,942CommonNONE
33740F888UCONFIRST TR EXCHNG TRADED FD VI$140,3760.03%5,573CommonNONE
285512109EAELECTRONIC ARTS INC$138,1650.03%685CommonNONE
74255Y102YLDPRINCIPAL EXCHANGE TRADED FD$138,1480.03%7,103CommonNONE
46090A887GSYINVESCO ACTIVELY MANAGED EXC$137,9430.03%2,746CommonNONE
46432F842IEFAISHARES TR$137,3390.03%1,573CommonNONE
33738D309FTSLFIRST TR EXCHANGE-TRADED FD$136,6040.03%2,980CommonNONE
25659T107DLBDOLBY LABORATORIES INC$136,2010.03%1,882CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$135,7770.03%486CommonNONE
921946810VIGIVANGUARD WHITEHALL FDS$134,3550.03%1,500CommonNONE
677864100ODCOIL DRI CORP AMER$134,2880.03%2,200CommonNONE
040919102ARKBARK 21SHARES BITCOIN ETF$133,7930.03%3,519CommonNONE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$132,7160.03%1,347CommonNONE
03852U106ARMKARAMARK$131,9430.03%3,436CommonNONE
78573L106SBRASABRA HEALTH CARE REIT INC$131,5990.03%7,060CommonNONE
617700109MORNMORNINGSTAR INC$130,8540.03%564CommonNONE
008252108AMGAFFILIATED MANAGERS GROUP IN$128,2760.03%538CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$127,8830.03%2,836CommonNONE
427096508HTGCHERCULES CAPITAL INC$126,7920.03%6,705CommonNONE
008474108AEMAGNICO EAGLE MINES LTD$126,7580.03%752CommonNONE
053611109AVYAVERY DENNISON CORP$126,4930.03%780CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$125,0800.03%4,000CommonNONE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$124,1460.03%600CommonNONE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$123,8390.03%1,239CommonNONE
02215L209KNTKKINETIK HOLDINGS INC$123,7760.03%2,896CommonNONE
693506107PPGPPG INDS INC$122,6640.03%1,167CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$122,0940.03%273CommonNONE
78464A409SPYGSPDR SERIES TRUST$120,1870.02%1,150CommonNONE
05722G100BKRBAKER HUGHES COMPANY$119,8030.02%2,459CommonNONE
83012A109TSLXSIXTH STREET SPECIALTY LENDI$119,6730.02%5,235CommonNONE
526107107LIILENNOX INTL INC$119,6540.02%226CommonNONE
29444U700EQIXEQUINIX INC$118,2700.02%151CommonNONE
45784N304KSEPINNOVATOR ETFS TRUST$117,8200.02%4,300CommonNONE
55354G100MSCIMSCI INC$117,4540.02%207CommonNONE
458140100INTCINTEL CORP$117,3920.02%3,499CommonNONE
854502101SWKSTANLEY BLACK & DECKER INC$117,2190.02%1,577CommonNONE
40170T106GUGGUGGENHEIM ACTIVE ALLOC FD$117,0000.02%7,500CommonNONE
18539C105NY4BCLEARWAY ENERGY INC$115,8530.02%4,302CommonNONE
72651A207PAGPPLAINS GP HLDGS L P$115,6600.02%6,341CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$115,2940.02%1,261CommonNONE
749685103RPMRPM INTL INC$114,8160.02%974CommonNONE
78377T107RHPRYMAN HOSPITALITY PPTYS INC$114,1190.02%1,258CommonNONE
038336103ATRAPTARGROUP INC$113,3440.02%848CommonNONE
89400J107TRUTRANSUNION$113,2710.02%1,352CommonNONE
925652109VICIVICI PPTYS INC$112,1460.02%3,439CommonNONE
96208T104WEXWEX INC$111,8470.02%710CommonNONE
233331107DTEDTE ENERGY CO$111,3540.02%786CommonNONE
90384S303ULTAULTA BEAUTY INC$110,9910.02%203CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$110,4180.02%241CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$110,0030.02%424CommonNONE
46434V621DGROISHARES TR$109,6870.02%1,611CommonNONE
26884L109EQTEQT CORP$108,0440.02%1,985CommonNONE
824348106SHWSHERWIN WILLIAMS CO$108,0340.02%312CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$106,9050.02%1,095CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$106,8390.02%552CommonNONE
45783Y137KAUGINNOVATOR ETFS TRUST$106,2290.02%4,086CommonNONE
911363109URIUNITED RENTALS INC$105,0130.02%110CommonNONE
73757R102PSTLPOSTAL REALTY TRUST INC$104,6530.02%6,670CommonNONE
562750109MANHMANHATTAN ASSOCIATES INC$104,3350.02%509CommonNONE
22052L104CTVACORTEVA INC$103,7450.02%1,534CommonNONE
832696405SJMSMUCKER J M CO$103,4960.02%953CommonNONE
902973304USBUS BANCORP DEL$103,1150.02%2,116CommonNONE
887399103MTUSMETALLUS INC$102,7180.02%6,214CommonNONE
45783Y145IAUGINNOVATOR ETFS TRUST$102,6540.02%3,683CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$102,3160.02%363CommonNONE
L02235106AMBPARDAGH METAL PACKAGING S A$101,6060.02%25,465CommonNONE
169905106CHHCHOICE HOTELS INTL INC$100,2820.02%938CommonNONE
032095101APHAMPHENOL CORP NEW$99,6210.02%804CommonNONE
45782C326BMAYINNOVATOR ETFS TRUST$99,2550.02%2,265CommonNONE
053332102AZOAUTOZONE INC$98,6760.02%23CommonNONE
235851102DHRDANAHER CORPORATION$98,6730.02%497CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$98,3400.02%524CommonNONE
G35947202FLNGFLEX LNG LTD$97,9020.02%3,885CommonNONE
03076C106AMPAMERIPRISE FINL INC$97,7590.02%199CommonNONE
018802108LNTALLIANT ENERGY CORP$97,7450.02%1,450CommonNONE
115236101BROBROWN & BROWN INC$96,8850.02%1,033CommonNONE
464288588MBBISHARES TR$96,5780.02%1,015CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$96,5100.02%316CommonNONE
N53745100LYBLYONDELLBASELL INDUSTRIES N$96,2170.02%1,962CommonNONE
92189F601NLRVANECK ETF TRUST$94,9550.02%700CommonNONE
445658107JBHTHUNT J B TRANS SVCS INC$94,4560.02%704CommonNONE
172908105CTASCINTAS CORP$94,0100.02%458CommonNONE
681919106OMCOMNICOM GROUP INC$93,5560.02%1,147CommonNONE
601137102MRPMILLROSE PPTYS INC$92,2260.02%2,744CommonNONE
501889208LKQLKQ CORP$92,0480.02%3,014CommonNONE
59156R108METMETLIFE INC$91,2660.02%1,108CommonNONE
534187109LNCLINCOLN NATL CORP IND$90,8640.02%2,253CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$90,7610.02%144CommonNONE
680223104ORIOLD REP INTL CORP$89,8250.02%2,115CommonNONE
464287804IJRISHARES TR$89,1230.02%750CommonNONE
615369105MCOMOODYS CORP$87,1960.02%183CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$86,4930.02%2,207CommonNONE
086516101BBYBEST BUY INC$85,6780.02%1,133CommonNONE
879369106TFXTELEFLEX INCORPORATED$85,1630.02%696CommonNONE
45167R104IEXIDEX CORP$84,3100.02%518CommonNONE
09073M104TECHBIO-TECHNE CORP$82,2220.02%1,478CommonNONE
205887102CAGCONAGRA BRANDS INC$82,0290.02%4,480CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$81,7150.02%1,214CommonNONE
37959E102GLGLOBE LIFE INC$81,2070.02%568CommonNONE
902681105UGIUGI CORP NEW$80,9890.02%2,435CommonNONE
09260D107BXBLACKSTONE INC$80,9830.02%474CommonNONE
464287721IYWISHARES TR$80,6950.02%412CommonNONE
40412C101HCAHCA HEALTHCARE INC$78,8470.02%185CommonNONE
36164V800GLIBKGCI LIBERTY INC$78,6770.02%2,111CommonNONE
427866108HSYHERSHEY CO$78,0000.02%417CommonNONE
98978V103ZTSZOETIS INC$76,5260.02%523CommonNONE
45783Y277KJUNINNOVATOR ETFS TRUST$76,4210.02%2,800CommonNONE
45783Y533ISEPINNOVATOR ETFS TRUST$76,3240.02%2,395CommonNONE
871607107SNPSSYNOPSYS INC$75,9830.02%154CommonNONE
19260Q107COINCOINBASE GLOBAL INC$74,9230.02%222CommonNONE
125523100CITHE CIGNA GROUP$74,3690.02%258CommonNONE
466313103JBLJABIL INC$73,8380.02%340CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$73,7710.02%530CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$73,0000.02%173CommonNONE
959802109WUWESTERN UN CO$72,5500.01%9,080CommonNONE
237194105DRIDARDEN RESTAURANTS INC$71,3850.01%375CommonNONE
12572Q105CMECME GROUP INC$69,9800.01%259CommonNONE
73278L105POOLPOOL CORP$69,7660.01%225CommonNONE
253868103DLRDIGITAL RLTY TR INC$69,6710.01%403CommonNONE
682680103OKEONEOK INC NEW$69,3220.01%950CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$68,6050.01%822CommonNONE
N20944109CNHCNH INDL N V$68,0730.01%6,274CommonNONE
64828T201RITMRITHM CAPITAL CORP$67,7480.01%5,948CommonNONE
03073E105CORCENCORA INC$67,5070.01%216CommonNONE
29364G103ETRENTERGY CORP NEW$67,0040.01%719CommonNONE
963320106WHRWHIRLPOOL CORP$66,8100.01%850CommonNONE
316092808FTECFIDELITY COVINGTON TRUST$66,6510.01%300CommonNONE
745867101PHMPULTE GROUP INC$65,6440.01%496CommonNONE
806857108SLBSCHLUMBERGER LTD$65,6240.01%1,894CommonNONE
78464A672SPTISPDR SERIES TRUST$64,5920.01%2,235CommonNONE
655663102NDSNNORDSON CORP$64,4540.01%284CommonNONE
655844108NSCNORFOLK SOUTHN CORP$64,1950.01%214CommonNONE
H11356104BGBUNGE GLOBAL SA$63,7820.01%785CommonNONE
595017302MCHP 7.5 03/15/28MICROCHIP TECHNOLOGY INC.$63,7530.01%1,080CommonNONE
46982L108JJACOBS SOLUTIONS INC$63,0920.01%421CommonNONE
49714P108KNSLKINSALE CAP GROUP INC$62,0880.01%146CommonNONE
893641100TDGTRANSDIGM GROUP INC$61,9470.01%47CommonNONE
778296103ROSTROSS STORES INC$61,8710.01%406CommonNONE
219350105GLWCORNING INC$61,6050.01%751CommonNONE
817565104SCISERVICE CORP INTL$61,4170.01%738CommonNONE
09227Q100BLKBBLACKBAUD INC$60,7090.01%944CommonNONE
375558103GILDGILEAD SCIENCES INC$60,2730.01%543CommonNONE
34959E109FTNTFORTINET INC$59,9500.01%713CommonNONE
98956A105ZETAZETA GLOBAL HOLDINGS CORP$59,6100.01%3,000CommonNONE
704326107PAYXPAYCHEX INC$59,5780.01%470CommonNONE
443201108HWMHOWMET AEROSPACE INC$59,4580.01%303CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$59,2110.01%922CommonNONE
92939U106WECWEC ENERGY GROUP INC$58,9000.01%514CommonNONE
426281101JKHYHENRY JACK & ASSOC INC$58,8280.01%395CommonNONE
37733W204GSKGSK PLC$58,6980.01%1,360CommonNONE
406216101HALHALLIBURTON CO$58,5980.01%2,382CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$58,4940.01%1,367CommonNONE
78709Y105SAIASAIA INC$58,3760.01%195CommonNONE
464287788IYFISHARES TR$58,0020.01%458CommonNONE
46434G103IEMGISHARES INC$57,8120.01%877CommonNONE
98389B100XELXCEL ENERGY INC$57,1560.01%704CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$56,7670.01%175CommonNONE
N07059210ASMLASML HOLDING N V$56,1500.01%58CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$56,0130.01%625CommonNONE
829073105SSDSIMPSON MFG INC$55,9320.01%334CommonNONE
09290C103DYNFBLACKROCK ETF TRUST$55,5890.01%939CommonNONE
74834L100DGXQUEST DIAGNOSTICS INC$55,2690.01%290CommonNONE
46284V101IRMIRON MTN INC DEL$54,8440.01%538CommonNONE
902252105TYLTYLER TECHNOLOGIES INC$54,4090.01%104CommonNONE
29415F104NVSTENVISTA HOLDINGS CORPORATION$54,3480.01%2,668CommonNONE
464287440IEFISHARES TR$53,8250.01%558CommonNONE
45168D104IDXXIDEXX LABS INC$53,6670.01%84CommonNONE
45784N783KFEBINNOVATOR ETFS TRUST$53,5400.01%2,000CommonNONE
497266106KEXKIRBY CORP$53,4080.01%640CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$52,4020.01%86CommonNONE
443510607HUBBHUBBELL INC$52,0680.01%121CommonNONE
59522J103MAAMID-AMER APT CMNTYS INC$51,8400.01%371CommonNONE
46434V456IQLTISHARES TR$51,8350.01%1,173CommonNONE
45782C417PFEBINNOVATOR ETFS TRUST$51,5970.01%1,300CommonNONE
72201R882ZROZPIMCO ETF TR$51,5140.01%758CommonNONE
302941109FCNFTI CONSULTING INC$51,4050.01%318CommonNONE
651639106NEMNEWMONT CORP$50,8390.01%603CommonNONE

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.