MondegarAI
Cetera Trust Company, N.A

Q2 2024 · 13F-HR

Cetera Trust Company, N.Aholdings as filed

Filed 2024-08-02 · accession 0002005547-24-000005

$159.3M
Reported value
408
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLApple Inc$9.8M6.16%46,605CommonSOLE
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58155Q103MCKMCKESSON CORP$4.1M2.59%7,075CommonSOLE
02079K305GOOGLALPHABET INC$3.8M2.38%20,828CommonSOLE
46625H100JPMJPMorgan Chase & Co$3.6M2.23%17,571CommonSOLE
931142103WMTWalmart Inc$3.0M1.91%44,827CommonSOLE
91324P102UNHUnitedHealth Group Inc$3.0M1.87%5,835CommonSOLE
031162100AMGNAmgen Inc$3.0M1.86%9,493CommonSOLE
92826C839VVISA INC$2.8M1.75%10,648CommonSOLE
060505104BACBK OF AMERICA CORP$2.8M1.73%69,288CommonSOLE
40412C101HCAHCA Healthcare Inc$2.7M1.72%8,503CommonSOLE
036752103ELVElevance Health Inc$2.6M1.63%4,806CommonSOLE
883556102TMOThermo Fisher Scientific Inc$2.6M1.62%4,663CommonSOLE
79466L302CRMSALESFORCE.COM INC$2.6M1.62%10,006CommonSOLE
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31428X106FDXFEDEX CORP$2.5M1.56%8,295CommonSOLE
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580135101MCDMCDONALD'S CORP$2.2M1.36%8,529CommonSOLE
872590104TMUST-MOBILE US INC$2.1M1.32%11,953CommonSOLE
11135F101AVGOBroadcom Inc$2.1M1.32%1,311CommonSOLE
59156R108METMETLIFE INC$2.0M1.28%28,947CommonSOLE
191216100KOCoca-Cola Co/The$1.9M1.21%30,386CommonSOLE
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20030N101CMCSAComcast Corp$1.9M1.20%48,879CommonSOLE
532457108LLYEli Lilly & Co$1.9M1.19%2,099CommonSOLE
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68373J104LPROOpen Lending Corp$1.7M1.08%307,500CommonSOLE
247361702DALDelta Air Lines Inc$1.7M1.05%35,104CommonSOLE
37045V100GMGeneral Motors Co$1.7M1.04%35,784CommonSOLE
02079K107GOOGAlphabet Inc$1.6M1.02%8,818CommonSOLE
254687106DISWalt Disney Co/The$1.4M0.87%14,000CommonSOLE
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278865100ECLECOLAB INC$965,0900.61%4,055CommonSOLE
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277432100EMNEastman Chemical Co$733,8930.46%7,491CommonSOLE
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617446448MSMORGAN STANLEY$369,7110.23%3,804CommonSOLE
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253868103DLRDigital Realty Trust Inc$341,3520.21%2,245CommonSOLE
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713448108PEPPEPSICO INC$340,0860.21%2,062CommonSOLE
95040Q104WELLWELLTOWER INC COM$336,2060.21%3,225CommonSOLE
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147448104CWSTCasella Waste Systems Inc$316,0160.20%3,185CommonSOLE
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55306N104MKSIMKS Instruments Inc$306,8630.19%2,350CommonSOLE
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29444U700EQIXEQUINIX INC$302,6400.19%400CommonSOLE
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05465C100AXAxos Financial Inc$300,8950.19%5,265CommonSOLE
46090E103QQQInvesco Capital Management LLC$300,4020.19%627CommonSOLE
780259305SHELShell PLC$299,5470.19%4,150CommonSOLE
925652109VICIVICI Properties Inc$297,6840.19%10,394CommonSOLE
40637H109HALOHalozyme Therapeutics Inc$290,0740.18%5,540CommonSOLE
87162W100SNXTD SYNNEX Corp$289,6540.18%2,510CommonSOLE
Y2573F102FLEXFLEXTRONICS INTL$286,6430.18%9,720CommonSOLE
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053484101AVBAvalonBay Communities Inc$275,1640.17%1,330CommonSOLE
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500472303PHGKoninklijke Philips NV$265,8100.17%10,548CommonSOLE
92276F100VTRVentas Inc$261,4260.16%5,100CommonSOLE
29670E107EPRTEssential Properties Realty Tr$261,1670.16%9,425CommonSOLE
02665T306AMHAmerican Homes 4 Rent$261,0490.16%7,025CommonSOLE
89151E109TTENTotalEnergies SE$258,0520.16%3,870CommonSOLE
006739106ADUSAddus HomeCare Corp$256,0230.16%2,205CommonSOLE
285512109EAELECTRONIC ARTS$253,9990.16%1,823CommonSOLE
25401T603DBRGDigitalBridge Group Inc$253,1080.16%18,475CommonSOLE
907818108UNPUnion Pacific Corp$252,9590.16%1,118CommonSOLE
46187W107INVHInvitation Homes Inc$252,1270.16%7,025CommonSOLE
44107P104HSTHost Hotels & Resorts Inc$251,2710.16%13,975CommonSOLE
235851102DHRDanaher Corp$249,8500.16%1,000CommonSOLE
32054K103FRFirst Industrial Realty Trust$248,9520.16%5,240CommonSOLE
05368V106AVNTAvient Corp$247,0590.16%5,660CommonSOLE
539439109LYGLloyds Banking Group PLC$244,2670.15%89,475CommonSOLE
G0750C108AXTAAxalta Coating Systems Ltd$244,1450.15%7,145CommonSOLE
171484108CHDNChurchill Downs Inc$243,1830.15%1,742CommonSOLE
464287614IWFISHARES/USA$242,7640.15%666CommonSOLE
302520101FNBFNB Corp/PA$240,7680.15%17,600CommonSOLE
71377A103PFGCPerformance Food Group Co$239,3840.15%3,621CommonSOLE
71375U101PRFTUSDPerficient Inc$238,8790.15%3,194CommonSOLE
74460D109PSAPublic Storage$238,7500.15%830CommonSOLE
224441105CXTCRANE HOLDINGS CO$237,8800.15%3,873CommonSOLE
59522J103MAAMid-America Apartment Communit$237,4460.15%1,665CommonSOLE
65336K103NXSTNexstar Media Group Inc$236,5640.15%1,425CommonSOLE
038222105AMATAPPLIED MATERIALS$235,5180.15%998CommonSOLE
37733W204GSKGSK PLC$235,0430.15%6,105CommonSOLE
758849103REGRegency Centers Corp$234,8050.15%3,775CommonSOLE
133131102CPTCamden Property Trust$234,5870.15%2,150CommonSOLE
101121101BXPBoston Properties Inc$232,3890.15%3,775CommonSOLE
03027X100AMTAmerican Tower Corp$232,2840.15%1,195CommonSOLE
G2717B108Cushman & Wakefield PLC$230,1000.14%22,125CommonSOLE
902653104UDRUDR Inc$227,3540.14%5,525CommonSOLE
85571B105STWDStarwood Property Trust Inc$221,1250.14%11,675CommonSOLE
G29183103ETNEaton Corp PLC$218,8580.14%698CommonSOLE
222795502CUZCousins Properties Inc$218,7680.14%9,450CommonSOLE
53220K504LGNDLigand Pharmaceuticals Inc$215,2840.14%2,555CommonSOLE
866674104SUISun Communities Inc$214,8070.13%1,785CommonSOLE
437076102HDHome Depot Inc/The$213,0850.13%619CommonSOLE
125523100CICigna Group/The$212,5570.13%643CommonSOLE
896239100TRMBTrimble Inc$212,4960.13%3,800CommonSOLE
756109104OREALTY INCOME CORP$208,6390.13%3,950CommonSOLE
00402L107ASOAcademy Sports & Outdoors Inc$208,4740.13%3,915CommonSOLE
015271109AREAlexandria Real Estate Equitie$206,4520.13%1,765CommonSOLE
42250P103DOCHealthpeak Properties Inc$205,3100.13%10,475CommonSOLE
03064D108COLDAmericold Realty Trust Inc$202,4050.13%7,925CommonSOLE
49446R109KIMKIMCO REALTY$201,8980.13%10,375CommonSOLE
87161C501SYU1Synovus Financial Corp$200,9100.13%4,999CommonSOLE
753422104RPDRapid7 Inc$198,8580.12%4,600CommonSOLE
92937A102WPPWPP PLC$198,6850.12%4,340CommonSOLE
369604301GEGeneral Electric Co$197,4410.12%1,242CommonSOLE
459200101IBMINTL BUSINESS MCHN$195,7790.12%1,132CommonSOLE
G9456A100GLNGGOLAR LNG$194,0570.12%6,190CommonSOLE
05589G102BWINBaldwin Insurance Group Inc/Th$193,1340.12%5,445CommonSOLE
62945V109NVEEUSDNV5 Global Inc$192,9130.12%2,075CommonSOLE
461202103INTUIntuit Inc$192,5630.12%293CommonSOLE
11135E203BNLBroadstone Net Lease Inc$190,0430.12%11,975CommonSOLE
26856L103ELFelf Beauty Inc$189,6480.12%900CommonSOLE
G54950103LINLinde PLC$186,9330.12%426CommonSOLE
72703H101PLNTPlanet Fitness Inc$185,8150.12%2,525CommonSOLE
294821608ERICERICSSON(LM)TEL$184,9460.12%29,975CommonSOLE
14167L103CDNACareDx Inc$184,3410.12%11,870CommonSOLE
02361E108AMRCAmeresco Inc$183,2320.12%6,360CommonSOLE
78410G104SBACSBA Communications Corp$182,5590.11%930CommonSOLE
004498101ACIWACI WORLDWIDE INC$175,3840.11%4,430CommonSOLE
30050B101EVHEvolent Health Inc$174,1830.11%9,110CommonSOLE
103304101BYDBoyd Gaming Corp$174,1160.11%3,160CommonSOLE
74435K204PUKPrudential PLC$173,9480.11%9,495CommonSOLE
026874784AIGAMER INTL GRP$172,6820.11%2,326CommonSOLE
76169C100REXRRexford Industrial Realty Inc$172,3400.11%3,865CommonSOLE
747525103QCOMQUALCOMM Inc$166,9130.10%838CommonSOLE
023436108AMEDAmedisys Inc$166,1580.10%1,810CommonSOLE
17275R102CSCOCISCO SYSTEMS$166,0470.10%3,495CommonSOLE
G0692U109AXSAxis Capital Holdings Ltd$164,9680.10%2,335CommonSOLE
18482P103CLFDClearfield Inc$163,8800.10%4,250CommonSOLE
988498101YUMYUM BRANDS INC$159,7470.10%1,206CommonSOLE
911363109URIUnited Rentals Inc$159,0960.10%246CommonSOLE
74340E103PGNYProgyny Inc$158,6420.10%5,545CommonSOLE
92857W308VODVodafone Group PLC$154,7820.10%17,450CommonSOLE
48242W106KBRKBR Inc$152,1400.10%2,372CommonSOLE
008252108AMGAffiliated Managers Group Inc$149,2000.09%955CommonSOLE
57636Q104MAMASTERCARD INC$149,1120.09%338CommonSOLE
29670G102WTRGEssential Utilities Inc$148,0130.09%3,965CommonSOLE
16115Q308GTLSChart Industries Inc$145,7830.09%1,010CommonSOLE
46116X101ITCIEURIntra-Cellular Therapies Inc$138,3500.09%2,020CommonSOLE
83444M101SOLVSolventum Corp$137,4350.09%2,599CommonSOLE
00922R105ATSG*Air Transport Services Group I$132,5280.08%9,555CommonSOLE
244199105DEDEERE & CO$121,8030.08%326CommonSOLE
149123101CATCaterpillar Inc$119,5830.08%359CommonSOLE
21036P108STZConstellation Brands Inc$115,7760.07%450CommonSOLE
064058100BKBK OF NY MELLON CP$115,5880.07%1,930CommonSOLE
62886E108VYXNCR CORP$115,5340.07%9,355CommonSOLE
464287200IVVISHARES$114,9180.07%210CommonSOLE
00287Y109ABBVAbbVie Inc$114,5750.07%668CommonSOLE
882508104TXNTEXAS INSTRUMENTS$106,7970.07%549CommonSOLE
969457100WMBWilliams Cos Inc/The$103,4880.06%2,435CommonSOLE
67066G104NVDANVIDIA Corp$101,3030.06%820CommonSOLE
78454L100SMSM Energy Co$99,2130.06%2,295CommonSOLE
20825C104COPCONOCOPHILLIPS$97,4520.06%852CommonSOLE
194162103CLCOLGATE-PALMOLIVE$97,0400.06%1,000CommonSOLE
09260D107BXBlackstone Inc$92,8500.06%750CommonSOLE
00724F101ADBEAdobe Inc$86,6640.05%156CommonSOLE
209115104EDConsolidated Edison Inc$84,6810.05%947CommonSOLE
65290E101NXTNEXTracker Inc$81,6180.05%1,741CommonSOLE
464287465EFABlackRock Fund Advisors$78,3300.05%1,000CommonSOLE
670346105NUENucor Corp$77,4590.05%490CommonSOLE
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74762E102QUREQuanta Services Inc$67,5880.04%266CommonSOLE
464287655IWMISHARES$66,9540.04%330CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE$61,6010.04%450CommonSOLE
464287499IWRBlackRock Fund Advisors$60,8100.04%750CommonSOLE
697435105PANWPalo Alto Networks Inc$58,9880.04%174CommonSOLE
464287507IJHBlackRock Fund Advisors$58,5200.04%1,000CommonSOLE
101137107BSXBoston Scientific Corp$57,4490.04%746CommonSOLE
902973304USBUS Bancorp$57,0490.04%1,437CommonSOLE
369550108GDGEN DYNAMICS CORP$53,3860.03%184CommonSOLE
36828A101GEVGE Vernova Inc$52,9970.03%309CommonSOLE
78464A763SDYSSGA Funds Management Inc$52,6530.03%414CommonSOLE
729132100PLXSPlexus Corp$51,5900.03%500CommonSOLE
842587107SOSouthern Co/The$50,4210.03%650CommonSOLE
370334104GISGENERAL MILLS INC$48,5840.03%768CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$48,0600.03%178CommonSOLE
049560105ATOAtmos Energy Corp$46,6600.03%400CommonSOLE
717081103PFEPfizer Inc$46,3070.03%1,655CommonSOLE
416515104HIGHartford Financial Services Gr$45,2430.03%450CommonSOLE
14448C104CARRCARRIER GLOBAL CORP$44,1560.03%700CommonSOLE
636274409NGGNational Grid PLC$42,6000.03%750CommonSOLE
921909768VXUSVANGUARD ETF/USA$42,2100.03%700CommonSOLE
806857108SLBSchlumberger NV$42,0850.03%892CommonSOLE
458140100INTCIntel Corp$38,7130.02%1,250CommonSOLE
46137V613PRFInvesco Capital Management LLC$37,9500.02%1,000CommonSOLE
922908553VNQVanguard Group Inc/The$37,6920.02%450CommonSOLE
237266101DARDarling Ingredients Inc$36,7500.02%1,000CommonSOLE
464287234EEMISHARES TR$34,0720.02%800CommonSOLE
032654105ADIANALOG DEVICES INC$33,3260.02%146CommonSOLE
009158106APDAir Products and Chemicals Inc$33,0300.02%128CommonSOLE
071813109BAXBAXTER INTL INC$32,5800.02%974CommonSOLE
030420103AWKAmerican Water Works Co Inc$32,2900.02%250CommonSOLE
92343V104VZVERIZON COMMUN$31,8790.02%773CommonSOLE
92338C103VLTOVeralto Corp$29,4050.02%308CommonSOLE
68902V107OTISOtis Worldwide Corp$28,8780.02%300CommonSOLE
34959J108FTVFortive Corp$28,6770.02%387CommonSOLE
464287739IYRISHARES$26,3220.02%300CommonSOLE
86800U104SMCIUSDSuper Micro Computer Inc$25,4000.02%31CommonSOLE
428291108HXLHexcel Corp$24,9800.02%400CommonSOLE
871607107SNPSSynopsys Inc$24,3970.02%41CommonSOLE
56585A102MPCMarathon Petroleum Corp$23,7670.01%137CommonSOLE
444859102HUMHUMANA INC$22,7930.01%61CommonSOLE
224408104CRCrane Co$20,0070.01%138CommonSOLE
718172109PMPHILIP MORRIS INTL$19,9620.01%197CommonSOLE
863667101SYKStryker Corp$19,7350.01%58CommonSOLE
78467X109DIASPDR DOW JONES IND$19,5570.01%50CommonSOLE
872540109TJXTJX Cos Inc/The$19,4880.01%177CommonSOLE
25278X109FANGDiamondback Energy Inc$18,6180.01%93CommonSOLE
526057104LENLENNAR CORP$18,4340.01%123CommonSOLE
09062X103BIIBBiogen Inc$17,3870.01%75CommonSOLE
482480100KLACKLA Corp$17,3150.01%21CommonSOLE
007903107AMDADVANCED MICRO DEV$16,8700.01%104CommonSOLE
03990B101ARESAres Management Corp$16,6600.01%125CommonSOLE
127387108CDNSCadence Design Systems Inc$14,7720.01%48CommonSOLE
969904101WSMWilliams-Sonoma Inc$14,6830.01%52CommonSOLE
778296103ROSTRoss Stores Inc$14,5320.01%100CommonSOLE
464287564ICFISHARES$14,3230.01%250CommonSOLE
68622V106OGNOrganon & Co$13,8690.01%670CommonSOLE
565849106MRO*MARATHON OIL CORP$13,8480.01%483CommonSOLE
89417E109TRVTRAVELERS CO INC$13,8270.01%68CommonSOLE
G1151C101ACNAccenture PLC$13,3500.01%44CommonSOLE
87724P106TMHCTaylor Morrison Home Corp$13,1390.01%237CommonSOLE
65341B106XIFRNextEra Energy Equity Partners$13,0460.01%472CommonSOLE
25243Q205DEODIAGEO$12,6080.01%100CommonSOLE
759509102RSReliance Inc$12,5660.01%44CommonSOLE
219350105GLWCORNING INC$12,4710.01%321CommonSOLE
020002101ALLAllstate Corp/The$12,4530.01%78CommonSOLE
15135B101CNCCentene Corp$11,8680.01%179CommonSOLE
243537107DECKDeckers Outdoor Corp$11,6150.01%12CommonSOLE
595112103MUMicron Technology Inc$11,4430.01%87CommonSOLE
48666K109KBHKB Home$11,3690.01%162CommonSOLE
38141G104GSGOLDMAN SACHS GRP$11,3080.01%25CommonSOLE
26614N102DDDuPont de Nemours Inc$10,8660.01%135CommonSOLE
67059N108NTNXNutanix Inc$10,6310.01%187CommonSOLE
67103H107ORLYO'Reilly Automotive Inc$10,5610.01%10CommonSOLE
001055102AFLAflac Inc$10,5390.01%118CommonSOLE
929089100VOYAVoya Financial Inc$10,3170.01%145CommonSOLE
88162G103TTEKTetra Tech Inc$10,2240.01%50CommonSOLE
04621X108AIZAssurant Inc$9,9750.01%60CommonSOLE
92532F100VRTXVertex Pharmaceuticals Inc$9,8430.01%21CommonSOLE
25746U109DDOMINION RES(VIR)$9,8000.01%200CommonSOLE
502431109LHXL3Harris Technologies Inc$9,6570.01%43CommonSOLE
12572Q105CMECME Group Inc$9,6330.01%49CommonSOLE
22052L104CTVACorteva Inc$9,4930.01%176CommonSOLE
64110L106NFLXNETFLIX INC$9,4480.01%14CommonSOLE
91913Y100VLOValero Energy Corp$9,4060.01%60CommonSOLE
03073E105CORCencora Inc$9,2370.01%41CommonSOLE
733174700BPOPPopular Inc$9,1970.01%104CommonSOLE
693475105PNCPNC Financial Services Group I$9,1730.01%59CommonSOLE
609839105MPWRMonolithic Power Systems Inc$9,0380.01%11CommonSOLE
260003108DOVDover Corp$9,0230.01%50CommonSOLE
086516101BBYBEST BUY CO INC$9,0190.01%107CommonSOLE
363576109AJGArthur J Gallagher & Co$8,8170.01%34CommonSOLE
573874104MRVLMarvell Technology Inc$8,5980.01%123CommonSOLE
26875P101EOGEOG Resources Inc$8,4330.01%67CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$8,4080.01%8CommonSOLE
227046109CROXCrocs Inc$8,0270.01%55CommonSOLE
493732101KFRCKforce Inc$8,0150.01%129CommonSOLE
042735100ARWArrow Electronics Inc$7,9700.01%66CommonSOLE
666807102NOCNORTHROP GRUMMAN$7,8470.00%18CommonSOLE
626717102MURMurphy Oil Corp$7,8360.00%190CommonSOLE
00206R102TAT&T INC$7,8350.00%410CommonSOLE
30161N101EXCEXELON CORP$7,8220.00%226CommonSOLE
375558103GILDGilead Sciences Inc$7,7530.00%113CommonSOLE
89055F103BLDTopBuild Corp$7,7050.00%20CommonSOLE
336433107FSLRFIRST SOLAR INC$7,6660.00%34CommonSOLE
366651107ITGARTNER INC$7,6340.00%17CommonSOLE
49456B101KMIKinder Morgan Inc$7,6300.00%384CommonSOLE
876030107TPRTapestry Inc$7,6170.00%178CommonSOLE
701094104PHPARKER-HANNIFIN$7,5870.00%15CommonSOLE
88160R101TSLATesla Inc$7,5190.00%38CommonSOLE
59001A102MTHMeritage Homes Corp$7,4450.00%46CommonSOLE
039483102ADMArcher-Daniels-Midland Co$7,4350.00%123CommonSOLE
72352L106PINSPinterest Inc$7,3600.00%167CommonSOLE
92511W108Verrica Pharmaceuticals Inc$7,2900.00%1,000CommonSOLE
231021106CMICUMMINS INC$7,2000.00%26CommonSOLE
149150104CATYCathay General Bancorp$6,9400.00%184CommonSOLE
05722G100BKRBAKER HUGHES INC$6,8930.00%196CommonSOLE
V7780T103RCLROYAL CARIBBEAN$6,8550.00%43CommonSOLE
403949100DINOHF Sinclair Corp$6,8280.00%128CommonSOLE
406216101HALHALLIBURTON$6,6550.00%197CommonSOLE
891092108TTCToro Co/The$6,6390.00%71CommonSOLE
073685109BECNUSDBeacon Roofing Supply Inc$6,6070.00%73CommonSOLE
G8473T100STESTERIS PLC$6,5860.00%30CommonSOLE
278642103EBAYEBAY INC$6,5000.00%121CommonSOLE
00846U101AAGILENT TECHS INC$6,4820.00%50CommonSOLE
14040H105COFCapital One Financial Corp$6,3690.00%46CommonSOLE
758750103RRXREGAL-BELOIT CORP$6,3550.00%47CommonSOLE
540424108LLoews Corp$6,3530.00%85CommonSOLE
127097103CTRACoterra Energy Inc$6,1870.00%232CommonSOLE
887389104TKRTimken Co/The$6,1700.00%77CommonSOLE
H84989104TEL1USDTE Connectivity Ltd$6,1680.00%41CommonSOLE
45841N107IBKRInteractive Brokers Group Inc$6,1300.00%50CommonSOLE
745867101PHMPULTE HOMES INC$6,0560.00%55CommonSOLE
78463M107SPSCSPS Commerce Inc$6,0210.00%32CommonSOLE
023608102AEEAMEREN CORP$5,9730.00%84CommonSOLE
573284106MLMMARTIN MARIETTA M.$5,9600.00%11CommonSOLE
053332102AZOAUTOZONE INC$5,9280.00%2CommonSOLE
98138H101WDAYWorkday Inc$5,8130.00%26CommonSOLE
960413102WLKTTWF LP$5,7930.00%40CommonSOLE
45073V108ITTITT Inc$5,6840.00%44CommonSOLE
15118V207CELHCelsius Holdings Inc$5,6520.00%99CommonSOLE
G51502105JCIJohnson Controls International$5,6500.00%85CommonSOLE
61174X109MNSTMonster Beverage Corp$5,5940.00%112CommonSOLE
364760108GAPGap Inc/The$5,5660.00%233CommonSOLE
81762P102NOWServiceNow Inc$5,5070.00%7CommonSOLE
880779103TEXTEREX CORP$5,3740.00%98CommonSOLE
26884L109EQTEQT Corp$5,2140.00%141CommonSOLE
H2906T109GRMNGarmin Ltd$5,2130.00%32CommonSOLE
783549108RRyder System Inc$5,0790.00%41CommonSOLE
655844108NSCNorfolk Southern Corp$4,9380.00%23CommonSOLE
008073108AVAVAEROVIRONMENT INC$4,9180.00%27CommonSOLE
00191U102EFORASGN Inc$4,8490.00%55CommonSOLE
92511U102VRRMVerra Mobility Corp$4,8140.00%177CommonSOLE
379577208GMEDGlobus Medical Inc$4,7940.00%70CommonSOLE
69888T207PARRPar Pacific Holdings Inc$4,7220.00%187CommonSOLE
448579102HHyatt Hotels Corp$4,7100.00%31CommonSOLE
05464C101AXONAXON ENTERPRISE INC$4,7080.00%16CommonSOLE
682680103OKEONEOK Inc$4,5670.00%56CommonSOLE
452308109ITWILLINOIS TOOL WKS$4,5020.00%19CommonSOLE
46982L108JJacobs Solutions Inc$4,4710.00%32CommonSOLE
703343103PATKPatrick Industries Inc$4,3420.00%40CommonSOLE
50050N103KTBKONTOOR BRANDS INC COM NPV WI$4,3000.00%65CommonSOLE
86614U1007SUSummit Materials Inc$4,2470.00%116CommonSOLE
718546104PSXPhillips 66$4,2350.00%30CommonNONE
423452101HPHelmerich & Payne Inc$4,1560.00%115CommonSOLE
74834L100DGXQuest Diagnostics Inc$4,1060.00%30CommonSOLE
25179M103DVNDevon Energy Corp$4,0760.00%86CommonSOLE
75524B104RBCRBC Bearings Inc$4,0470.00%15CommonSOLE
037598109APOGApogee Enterprises Inc$4,0210.00%64CommonSOLE
78442P106SLMSLM Corp$3,9500.00%190CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS$3,8880.00%16CommonSOLE
001744101AMNAMN HEALTHCARE SVS$3,8420.00%75CommonSOLE
216648501COOCooper Cos Inc/The$3,8410.00%44CommonSOLE
536797103LADLithia Motors Inc$3,7870.00%15CommonSOLE
983793100XPOXPO Inc$3,7150.00%35CommonSOLE
550021109LULULULULEMON ATHLETIC$3,5840.00%12CommonSOLE
40434L105HPQHP Inc$3,5020.00%100CommonNONE
25659T107DLBDolby Laboratories Inc$3,4860.00%44CommonSOLE
860630102SFStifel Financial Corp$3,3660.00%40CommonSOLE
589889104MMSIMERIT MEDICAL SYST$3,2660.00%38CommonSOLE
N53745100LYBLyondellBasell Industries NV$3,2520.00%34CommonSOLE
G50871105JAZZJAZZ PHARMA PLC$3,2020.00%30CommonSOLE
501889208LKQLKQ Corp$3,2020.00%77CommonSOLE
912008109USFDUS Foods Holding Corp$3,1790.00%60CommonSOLE
03743Q108APAAPA Corp$2,9440.00%100CommonSOLE
001084102AGCOAGCO CORP$2,8390.00%29CommonSOLE
03152W109AM6Amicus Therapeutics Inc$2,4900.00%251CommonSOLE
260557103DOWDow Inc$2,2280.00%42CommonSOLE
42824C109HPEHewlett Packard Enterprise Co$2,1170.00%100CommonNONE
113004105BAMBrookfield Corp$1,9790.00%52CommonSOLE
60855R100MOHMolina Healthcare Inc$1,7840.00%6CommonSOLE
G0084W101ADNTADIENT PLC COM$1,5570.00%63CommonSOLE
16119P108CHTRCharter Communications Inc$8970.00%3CommonSOLE

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.