MondegarAI
FWL INVESTMENT MANAGEMENT, LLC

Q3 2024 · 13F-HR

FWL INVESTMENT MANAGEMENT, LLCholdings as filed

Filed 2024-11-14 · accession 0001999371-24-014690

$261.1M
Reported value
298
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$13.1M5.02%30,430CommonSOLE
92189F106GDXVANECK ETF TRUST$12.9M4.94%323,962CommonSOLE
02079K107GOOGALPHABET INC$12.2M4.68%73,144CommonSOLE
78464A870XBISPDR SER TR$11.9M4.56%120,518CommonSOLE
464288810IHIISHARES TR$11.5M4.39%193,649CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$10.0M3.84%17,134CommonSOLE
68389X105ORCLORACLE CORP$9.3M3.56%54,600CommonSOLE
00123Q104AGNCAGNC INVT CORP$8.9M3.40%849,648CommonSOLE
16411R208LNGCHENIERE ENERGY INC$8.9M3.40%49,395CommonSOLE
78463V107GLDSPDR GOLD TR$8.4M3.23%34,655CommonSOLE
45104G104IBNICICI BANK LIMITED$8.1M3.12%272,891CommonSOLE
46429B598INDAISHARES TR$8.0M3.08%137,376CommonSOLE
00162Q452AMLPALPS ETF TR$7.4M2.85%157,785CommonSOLE
037833100AAPLAPPLE INC$7.2M2.75%30,852CommonSOLE
G29183103ETNEATON CORP PLC$7.0M2.69%21,209CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$6.8M2.60%23,252CommonSOLE
969457100WMBWILLIAMS COS INC$6.6M2.53%144,879CommonSOLE
67066G104NVDANVIDIA CORPORATION$6.3M2.41%51,889CommonSOLE
23804L103DDOGDATADOG INC$5.9M2.26%51,230CommonSOLE
595112103MUMICRON TECHNOLOGY INC$5.2M1.99%50,220CommonSOLE
13321L108CCJCAMECO CORP$4.8M1.85%101,094CommonSOLE
46090E103QQQINVESCO QQQ TR$4.3M1.66%8,882CommonSOLE
291011104EMREMERSON ELEC CO$4.0M1.53%36,605CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$3.9M1.49%8,438CommonSOLE
023135106AMZNAMAZON COM INC$3.7M1.42%19,892CommonSOLE
931142103WMTWALMART INC$3.2M1.24%39,999CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$3.1M1.19%14,749CommonSOLE
78468R663BILSPDR SER TR$3.1M1.17%33,404CommonSOLE
437076102HDHOME DEPOT INC$3.0M1.15%7,416CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$2.5M0.98%2,876CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$2.4M0.91%4,058CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$1.9M0.73%5,423CommonSOLE
580135101MCDMCDONALDS CORP$1.9M0.71%6,121CommonSOLE
H1467J104CBCHUBB LIMITED$1.8M0.70%6,375CommonSOLE
464287200IVVISHARES TR$1.8M0.69%3,118CommonSOLE
92826C839VVISA INC$1.7M0.67%6,315CommonSOLE
742718109PGPROCTER AND GAMBLE CO$1.7M0.64%9,609CommonSOLE
478160104JNJJOHNSON & JOHNSON$1.6M0.63%10,169CommonSOLE
58933Y105MRKMERCK & CO INC$1.6M0.63%14,443CommonSOLE
369550108GDGENERAL DYNAMICS CORP$1.6M0.63%5,410CommonSOLE
009158106APDAIR PRODS & CHEMS INC$1.6M0.62%5,434CommonSOLE
337345102QTECFIRST TR NASDAQ 100 TECH IND$1.4M0.55%7,473CommonSOLE
713448108PEPPEPSICO INC$1.4M0.55%8,388CommonSOLE
464287614IWFISHARES TR$1.4M0.54%3,775CommonSOLE
464285204IAUISHARES GOLD TR$1.4M0.54%28,266CommonSOLE
031162100AMGNAMGEN INC$1.4M0.54%4,359CommonSOLE
33739P855FPEIFIRST TR EXCH TRADED FD III$1.4M0.52%71,541CommonSOLE
33741X102SDVYFIRST TR EXCHANGE-TRADED FD$1.3M0.51%36,250CommonSOLE
46138G649QQQMINVESCO EXCH TRADED FD TR II$1.2M0.48%6,205CommonSOLE
02079K305GOOGLALPHABET INC$974,7650.37%5,877CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$867,8510.33%8,723CommonSOLE
315912808ONEQFIDELITY COMWLTH TR$841,5150.32%11,753CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$660,1490.25%4,023CommonSOLE
316092790FQALFIDELITY COVINGTON TRUST$630,2440.24%9,711CommonSOLE
46434V621DGROISHARES TR$572,5480.22%9,133CommonSOLE
465741106ITRIITRON INC$556,8010.21%5,213CommonSOLE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$506,9150.19%21,756CommonSOLE
922908744VTVVANGUARD INDEX FDS$466,2760.18%2,671CommonSOLE
922908736VUGVANGUARD INDEX FDS$460,7160.18%1,200CommonSOLE
921910709EDVVANGUARD WORLD FD$448,0410.17%5,623CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$412,7860.16%5,110CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$367,9600.14%7,371CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$336,3250.13%9,041CommonSOLE
69374H881COWZPACER FDS TR$318,6300.12%5,510CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$318,4760.12%4,914CommonSOLE
37954Y871URAGLOBAL X FDS$311,9100.12%10,902CommonSOLE
464288687PFFISHARES TR$308,2750.12%9,277CommonSOLE
09253X102XMUIXBLACKROCK MUNICIPAL INCOME$303,9830.12%24,164CommonSOLE
46432F339QUALISHARES TR$281,8600.11%1,572CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$222,8250.09%987CommonSOLE
00287Y109ABBVABBVIE INC$219,7950.08%1,113CommonSOLE
92206C680VONGVANGUARD SCOTTSDALE FDS$219,4860.08%2,274CommonSOLE
464287226AGGISHARES TR$216,1340.08%2,134CommonSOLE
464287432TLTISHARES TR$208,4630.08%2,125CommonSOLE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$202,8470.08%2,234CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$199,4790.08%2,940CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$198,3470.08%1,340CommonSOLE
464287499IWRISHARES TR$159,4450.06%1,809CommonSOLE
035710839NLYANNALY CAPITAL MANAGEMENT IN$157,5500.06%7,850CommonSOLE
682680103OKEONEOK INC NEW$146,4460.06%1,607CommonSOLE
464287804IJRISHARES TR$141,7170.05%1,212CommonSOLE
88160R101TSLATESLA INC$141,0190.05%539CommonSOLE
464287168DVYISHARES TR$137,0960.05%1,015CommonSOLE
125896100CMSCMS ENERGY CORP$134,1970.05%1,900CommonSOLE
922908538VOTVANGUARD INDEX FDS$128,5520.05%528CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$126,9620.05%905CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$124,6980.05%5,645CommonSOLE
25746U109DDOMINION ENERGY INC$123,6710.05%2,140CommonSOLE
65339F101NEENEXTERA ENERGY INC$116,3130.04%1,376CommonSOLE
11135F101AVGOBROADCOM INC$115,5750.04%670CommonSOLE
33737A108GRIDFIRST TR EXCHANGE TRADED FD$111,9830.04%880CommonSOLE
532457108LLYELI LILLY & CO$109,8570.04%124CommonSOLE
464287457SHYISHARES TR$105,6010.04%1,270CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$104,3220.04%1,388CommonSOLE
17275R102CSCOCISCO SYS INC$104,2050.04%1,958CommonSOLE
316092618FDHYFIDELITY COVINGTON TRUST$101,2250.04%2,053CommonSOLE
37954Y293MLPXGLOBAL X FDS$100,6960.04%1,850CommonSOLE
893641100TDGTRANSDIGM GROUP INC$99,8990.04%70CommonSOLE
78464A763SDYSPDR SER TR$86,5020.03%609CommonSOLE
46434V449IMTMISHARES TR$85,4390.03%2,116CommonSOLE
79466L302CRMSALESFORCE INC$84,8500.03%310CommonSOLE
548661107LOWLOWES COS INC$83,9420.03%310CommonSOLE
025816109AXPAMERICAN EXPRESS CO$81,3600.03%300CommonSOLE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$78,3850.03%1,165CommonSOLE
92206C847VGLTVANGUARD SCOTTSDALE FDS$77,4400.03%1,258CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$74,5640.03%151CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$74,2280.03%120CommonSOLE
78467V848TOTLSSGA ACTIVE ETF TR$72,7400.03%1,757CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$72,2880.03%450CommonSOLE
74340W103PLDPROLOGIS INC.$66,6760.03%528CommonSOLE
30231G102XOMEXXON MOBIL CORP$66,2290.03%565CommonSOLE
143658300CCL1EURCARNIVAL CORP$58,2120.02%3,150CommonSOLE
33739P301FMHIFIRST TR EXCH TRADED FD III$57,8470.02%1,171CommonSOLE
46137V282RSPTINVESCO EXCHANGE TRADED FD T$56,5500.02%1,500CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$56,4000.02%155CommonSOLE
37954Y343MLPAGLOBAL X FDS$56,2970.02%1,173CommonSOLE
26875P101EOGEOG RES INC$55,0730.02%448CommonSOLE
30303M102METAMETA PLATFORMS INC$54,9540.02%96CommonSOLE
670100205NVONOVO-NORDISK A S$54,4150.02%457CommonSOLE
863667101SYKSTRYKER CORPORATION$54,1890.02%150CommonSOLE
46434G822EWJISHARES INC$50,9060.02%712CommonSOLE
N07059210ASMLASML HOLDING N V$49,9950.02%60CommonSOLE
464287689IWVISHARES TR$49,3360.02%151CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$47,5910.02%381CommonSOLE
00724F101ADBEADOBE INC$46,6000.02%90CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$46,3330.02%239CommonSOLE
911363109URIUNITED RENTALS INC$45,3450.02%56CommonSOLE
97717W422EPIWISDOMTREE TR$43,9540.02%871CommonSOLE
922908769VTIVANGUARD INDEX FDS$43,3230.02%153CommonSOLE
46137V118PSPINVESCO EXCHANGE TRADED FD T$43,3200.02%635CommonSOLE
464288224ICLNISHARES TR$43,1890.02%2,940CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$43,0320.02%75CommonSOLE
05508R106BGSB & G FOODS INC NEW$41,7360.02%4,700CommonSOLE
464287507IJHISHARES TR$41,4430.02%665CommonSOLE
464287242LQDISHARES TR$39,8820.02%353CommonSOLE
921937819BIVVANGUARD BD INDEX FDS$38,9500.01%497CommonSOLE
922020805VTIPVANGUARD MALVERN FDS$38,9060.01%789CommonSOLE
78464A508SPYVSPDR SER TR$38,8520.01%735CommonSOLE
921937793BLVVANGUARD BD INDEX FDS$38,2620.01%509CommonSOLE
69374H857CALFPACER FDS TR$38,1460.01%820CommonSOLE
002824100ABTABBOTT LABS$38,0790.01%334CommonSOLE
46138E842DWASINVESCO EXCH TRADED FD TR II$37,5520.01%404CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$37,3570.01%324CommonSOLE
33734X192SKYYFIRST TR EXCHANGE TRADED FD$36,9680.01%362CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$35,6350.01%540CommonSOLE
464287580IYCISHARES TR$35,1760.01%400CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$35,1180.01%150CommonSOLE
56585A102MPCMARATHON PETE CORP$34,0480.01%209CommonSOLE
71844V201PECOPHILLIPS EDISON & CO INC$33,9390.01%900CommonSOLE
456788108INFYINFOSYS LTD$33,4720.01%1,503CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$33,2730.01%180CommonSOLE
842587107SOSOUTHERN CO$31,5630.01%350CommonSOLE
56501R106MFCMANULIFE FINL CORP$31,5000.01%1,066CommonSOLE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$29,8930.01%605CommonSOLE
172908105CTASCINTAS CORP$28,8230.01%140CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$28,1350.01%162CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$27,9050.01%60CommonSOLE
464287101OEFISHARES TR$27,6760.01%100CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$27,6350.01%125CommonSOLE
00206R102TAT&T INC$27,4560.01%1,248CommonSOLE
46435G342REMISHARES TR$27,3790.01%1,154CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$27,2710.01%247CommonSOLE
46641Q449BBCBJ P MORGAN EXCHANGE TRADED F$26,9960.01%575CommonSOLE
097023105BABOEING CO$26,9110.01%177CommonSOLE
718546104PSXPHILLIPS 66$26,2900.01%200CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$26,2070.01%100CommonSOLE
87612E106TGTTARGET CORP$26,0290.01%167CommonSOLE
819047101SHAKSHAKE SHACK INC$25,8030.01%250CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$24,6640.01%91CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS$24,4560.01%414CommonSOLE
40412C101HCAHCA HEALTHCARE INC$24,3860.01%60CommonSOLE
808524755FNDFSCHWAB STRATEGIC TR$23,6760.01%634CommonSOLE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$23,5130.01%111CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$23,1270.01%22CommonSOLE
038222105AMATAPPLIED MATLS INC$22,6300.01%112CommonSOLE
032108664HACKAMPLIFY ETF TR$22,3450.01%327CommonSOLE
368736104GNRCGENERAC HLDGS INC$22,2430.01%140CommonSOLE
78464A631XARSPDR SER TR$22,0240.01%140CommonSOLE
441593100HLIHOULIHAN LOKEY INC$21,8070.01%138CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$21,3350.01%243CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$21,3220.01%131CommonSOLE
464287812IYKISHARES TR$21,1710.01%300CommonSOLE
46131B704IVRINVESCO MORTGAGE CAPITAL INC$21,1280.01%2,250CommonSOLE
92204A876VPUVANGUARD WORLD FD$20,8860.01%120CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$20,5080.01%60CommonSOLE
92204A884VOXVANGUARD WORLD FD$19,9180.01%137CommonSOLE
62944T105NVRNVR INC$19,6240.01%2CommonSOLE
464287762IYHISHARES TR$19,5000.01%300CommonSOLE
74762E102QUREQUANTA SVCS INC$19,3800.01%65CommonSOLE
92204A702VGTVANGUARD WORLD FD$18,7690.01%32CommonSOLE
92204A405VFHVANGUARD WORLD FD$18,5750.01%169CommonSOLE
78464A805SPTMSPDR SER TR$18,3560.01%262CommonSOLE
922908553VNQVANGUARD INDEX FDS$18,3150.01%188CommonSOLE
92204A603VISVANGUARD WORLD FD$18,2050.01%70CommonSOLE
59156R108METMETLIFE INC$18,1460.01%220CommonSOLE
231561101CWCURTISS WRIGHT CORP$18,0780.01%55CommonSOLE
00766T100ACMAECOM$18,0720.01%175CommonSOLE
46641Q779JMOMJ P MORGAN EXCHANGE TRADED F$17,9450.01%314CommonSOLE
92204A207VDCVANGUARD WORLD FD$17,9150.01%82CommonSOLE
03076C106AMPAMERIPRISE FINL INC$17,8530.01%38CommonSOLE
46434G103IEMGISHARES INC$17,7970.01%310CommonSOLE
92204A801VAWVANGUARD WORLD FD$17,7630.01%84CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$17,7240.01%130CommonSOLE
33733E807FCGFIRST TR EXCHANGE-TRADED FD$17,7100.01%746CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$17,5120.01%30CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$17,3350.01%386CommonSOLE
025072349AVLVAMERICAN CENTY ETF TR$17,2470.01%262CommonSOLE
92204A504VHTVANGUARD WORLD FD$17,2140.01%61CommonSOLE
92204A108VCRVANGUARD WORLD FD$16,6840.01%49CommonSOLE
855244109SBUXSTARBUCKS CORP$16,5730.01%170CommonSOLE
701094104PHPARKER-HANNIFIN CORP$15,7960.01%25CommonSOLE
293594107ENVXENOVIX CORPORATION$15,4110.01%1,650CommonSOLE
45687V106IRINGERSOLL RAND INC$15,2150.01%155CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$14,3660.01%81CommonSOLE
464287523SOXXISHARES TR$14,0660.01%61CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$13,9110.01%25CommonSOLE
88579Y101MMM3M CO$13,6700.01%100CommonSOLE
235851102DHRDANAHER CORPORATION$13,6230.01%49CommonSOLE
46434G764EMXCISHARES INC$13,3830.01%219CommonSOLE
922908611VBRVANGUARD INDEX FDS$13,2510.01%66CommonSOLE
78409V104SPGIS&P GLOBAL INC$12,9160.00%25CommonSOLE
464288836IHEISHARES TR$12,7100.00%180CommonSOLE
256677105DGDOLLAR GEN CORP NEW$12,5160.00%148CommonSOLE
20030N101CMCSACOMCAST CORP NEW$12,3220.00%295CommonSOLE
33738R720ROBTFIRST TR EXCHANGE-TRADED FD$12,2610.00%280CommonSOLE
464287515IGVISHARES TR$12,0650.00%135CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$12,0010.00%50CommonSOLE
G54950103LINLINDE PLC$11,9220.00%25CommonSOLE
025072703AVDEAMERICAN CENTY ETF TR$11,8000.00%176CommonSOLE
464287556IBBISHARES TR$11,7940.00%81CommonSOLE
464287465EFAISHARES TR$11,7920.00%141CommonSOLE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$11,7720.00%232CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$11,5520.00%75CommonSOLE
78464A839MDYVSPDR SER TR$10,6160.00%134CommonSOLE
464288646IGSBISHARES TR$10,5320.00%200CommonSOLE
747525103QCOMQUALCOMM INC$10,3730.00%61CommonSOLE
85571B105STWDSTARWOOD PPTY TR INC$10,1900.00%500CommonSOLE
92204A306VDEVANGUARD WORLD FD$9,4300.00%77CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$9,3330.00%195CommonSOLE
020002101ALLALLSTATE CORP$9,2930.00%49CommonSOLE
302491303FMCFMC CORP$9,2320.00%140CommonSOLE
64110L106NFLXNETFLIX INC$9,2210.00%13CommonSOLE
G5960L103MDTMEDTRONIC PLC$9,0030.00%100CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$8,4750.00%95CommonSOLE
166764100CVXCHEVRON CORP NEW$8,2470.00%56CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$8,0620.00%45CommonSOLE
389637109GBTCGRAYSCALE BITCOIN TR BTC$7,5750.00%150CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$7,3930.00%180CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$7,0570.00%60CommonSOLE
60770K107MRNAMODERNA INC$6,7500.00%101CommonSOLE
464287655IWMISHARES TR$6,6270.00%30CommonSOLE
46434V407SHYGISHARES TR$6,0790.00%140CommonSOLE
46429B697USMVISHARES TR$5,9700.00%65CommonSOLE
001055102AFLAFLAC INC$5,9250.00%53CommonSOLE
37954Y442CLOUGLOBAL X FDS$5,7540.00%280CommonSOLE
78463X889SPDWSPDR INDEX SHS FDS$5,6720.00%151CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$5,3460.00%19CommonSOLE
427866108HSYHERSHEY CO$4,7950.00%25CommonSOLE
464287671IUSGISHARES TR$4,7490.00%36CommonSOLE
00162Q346SMTHALPS ETF TR$4,7190.00%178CommonSOLE
H17182108CRSPCRISPR THERAPEUTICS AG$4,6980.00%100CommonSOLE
81762P102NOWSERVICENOW INC$4,4720.00%5CommonSOLE
09225M101BSMBLACK STONE MINERALS L P$4,3040.00%285CommonSOLE
172967424CCITIGROUP INC$4,0690.00%65CommonSOLE
48251W104KKRKKR & CO INC$3,7870.00%29CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$3,6980.00%4CommonSOLE
369604301GEGE AEROSPACE$3,5830.00%19CommonSOLE
78463X202FEZSPDR INDEX SHS FDS$3,1940.00%60CommonSOLE
743315103PGRPROGRESSIVE CORP$3,0450.00%12CommonSOLE
09290D101BLKBLACKROCK INC COM$2,8490.00%3CommonSOLE
454089103IFNINDIA FD INC$2,5680.00%135CommonSOLE
464287473IWSISHARES TR$2,3810.00%18CommonSOLE
03463K752UYLDANGEL OAK FUNDS TRUST$1,9480.00%38CommonSOLE
72201R783HYSPIMCO ETF TR$1,9100.00%20CommonSOLE
92338C103VLTOVERALTO CORP$1,7900.00%16CommonSOLE
278865100ECLECOLAB INC$1,7870.00%7CommonSOLE
83444M101SOLVSOLVENTUM CORP$1,7430.00%25CommonSOLE
78464A201SLYGSPDR SER TR$1,5830.00%17CommonSOLE
78464A300SLYVSPDR SER TR$1,4760.00%17CommonSOLE
49177J102KVUEKENVUE INC$1,1100.00%48CommonSOLE
35473P611FLIAFRANKLIN TEMPLETON ETF TR$9820.00%47CommonSOLE
37954Y673PAVEGLOBAL X FDS$8800.00%21CommonSOLE
37954Y830COPXGLOBAL X FDS$7680.00%16CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$7430.00%16CommonSOLE
896239100TRMBTRIMBLE INC$6210.00%10CommonSOLE
46137V381RSPDINVESCO EXCHANGE TRADED FD T$3650.00%7CommonSOLE
78468R408SJNKSPDR SER TR$3610.00%14CommonSOLE
921910816MGKVANGUARD WORLD FD$3220.00%1CommonSOLE
921910840MGVVANGUARD WORLD FD$2570.00%2CommonSOLE
46137R109IMVPINVESCO INDIA EXCHANGE-TRADE$2150.00%7CommonSOLE
46138G615SOXQINVESCO EXCH TRADED FD TR II$2050.00%5CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$2000.00%1CommonSOLE
33739H101FTGCFIRST TR EXCHANGE TRAD FD VI$1660.00%7CommonSOLE
00326A104SGOLETFS GOLD TR$750.00%3CommonSOLE
46429B267GOVTISHARES TR$700.00%3CommonSOLE
464288620USIGISHARES TR$530.00%1CommonSOLE
92206C771VMBSVANGUARD SCOTTSDALE FDS$470.00%1CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$00CommonSOLE

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.