MondegarAI
Cetera Trust Company, N.A

Q3 2024 · 13F-HR

Cetera Trust Company, N.Aholdings as filed

Filed 2024-10-21 · accession 0002005547-24-000008

$163.5M
Reported value
400
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLApple Inc$10.6M6.46%45,360CommonSOLE
594918104MSFTMICROSOFT CORP$6.1M3.71%14,087CommonSOLE
023135106AMZNAmazon.com Inc$3.9M2.40%21,102CommonSOLE
46625H100JPMJPMorgan Chase & Co$3.8M2.30%17,851CommonSOLE
931142103WMTWalmart Inc$3.5M2.13%43,127CommonSOLE
512807108LRCXEURLam Research Corp$3.5M2.12%4,246CommonSOLE
58155Q103MCKMCKESSON CORP$3.4M2.05%6,780CommonSOLE
91324P102UNHUnitedHealth Group Inc$3.3M2.03%5,665CommonSOLE
02079K305GOOGLALPHABET INC$3.3M2.00%19,728CommonSOLE
40412C101HCAHCA Healthcare Inc$3.2M1.98%7,970CommonSOLE
031162100AMGNAmgen Inc$3.0M1.82%9,228CommonSOLE
09247X101BLKCHFBlackRock Inc$2.9M1.79%3,079CommonSOLE
92826C839VVISA INC$2.8M1.73%10,271CommonSOLE
883556102TMOThermo Fisher Scientific Inc$2.8M1.71%4,526CommonSOLE
060505104BACBK OF AMERICA CORP$2.7M1.63%67,218CommonSOLE
79466L302CRMSalesforce Inc$2.6M1.61%9,591CommonSOLE
580135101MCDMCDONALD'S CORP$2.5M1.54%8,294CommonSOLE
872590104TMUST-MOBILE US INC$2.5M1.51%11,938CommonSOLE
036752103ELVElevance Health Inc$2.4M1.49%4,686CommonSOLE
59156R108METMETLIFE INC$2.3M1.42%28,072CommonSOLE
75513E101RTXRTX Corp$2.3M1.38%18,652CommonSOLE
11135F101AVGOBroadcom Inc$2.2M1.33%12,640CommonSOLE
31428X106FDXFEDEX CORP$2.2M1.32%7,885CommonSOLE
438516106HONHoneywell International Inc$2.2M1.32%10,410CommonSOLE
191216100KOCoca-Cola Co/The$2.1M1.29%29,391CommonSOLE
20030N101CMCSAComcast Corp$2.0M1.23%48,123CommonSOLE
595017104MCHPMicrochip Technology Inc$2.0M1.23%24,999CommonSOLE
025072703AVDEAmerican Century Investment Management Inc$2.0M1.21%29,437CommonSOLE
68373J104LPROOpen Lending Corp$1.9M1.15%307,500CommonSOLE
532457108LLYEli Lilly & Co$1.9M1.14%2,099CommonSOLE
808513105SCHWCharles Schwab Corp/The$1.8M1.11%27,955CommonSOLE
247361702DALDelta Air Lines Inc$1.7M1.06%34,004CommonSOLE
37045V100GMGeneral Motors Co$1.6M0.95%34,634CommonSOLE
02079K107GOOGAlphabet Inc$1.5M0.90%8,818CommonSOLE
88579Y101MMM3M Co$1.4M0.87%10,356CommonSOLE
254687106DISWalt Disney Co/The$1.4M0.83%14,167CommonSOLE
745867101PHMPULTE HOMES INC$1.2M0.74%8,442CommonSOLE
949746101WMT2WELLS FARGO & CO$1.2M0.71%20,648CommonSOLE
126650100CVSCVS Health Corp$1.1M0.66%17,043CommonSOLE
166764100CVXChevron Corp$1.1M0.65%7,246CommonSOLE
278865100ECLECOLAB INC$1.0M0.63%4,030CommonSOLE
025072604AVEMAmerican Century Investment Management Inc$992,0620.61%15,357CommonSOLE
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025816109AXPAMER EXPRESS CO$884,1120.54%3,260CommonSOLE
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58933Y105MRKMerck & Co Inc$818,6540.50%7,209CommonSOLE
776696106ROPROPER INDUSTRIES INC$815,1850.50%1,465CommonSOLE
256677105DGDollar General Corp$802,1460.49%9,485CommonSOLE
548661107LOWLOWE'S COS INC$795,7570.49%2,938CommonSOLE
651639106NEMNewmont Corp$704,8990.43%13,188CommonSOLE
911312106UPSUTD PARCEL SERV$701,3330.43%5,144CommonSOLE
874039100TSMTSMC$656,4730.40%3,780CommonSOLE
084670702BRK/BBerkshire Hathaway Inc$649,8870.40%1,412CommonSOLE
803054204SAPSAP SE$617,4250.38%2,695CommonSOLE
05722G100BKRBAKER HUGHES INC$612,0560.37%16,931CommonSOLE
30303M102METAMeta Platforms Inc$593,6200.36%1,037CommonSOLE
277432100EMNEastman Chemical Co$592,5510.36%5,293CommonSOLE
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231561101CWCurtiss-Wright Corp$504,5390.31%1,535CommonSOLE
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127190304CACICACI International Inc$446,5360.27%885CommonSOLE
358039105FRPTFreshpet Inc$429,4580.26%3,140CommonSOLE
66987V109NVSNovartis AG$424,0790.26%3,687CommonSOLE
65339F101NEENEXTERA ENERGY$414,5350.25%4,904CommonSOLE
904767704Unilever PLC$402,4270.25%6,195CommonSOLE
N07059210ASMLASML HOLDING NV$401,6270.25%482CommonSOLE
617446448MSMORGAN STANLEY$396,5290.24%3,804CommonSOLE
892331307TMTOYOTA MOTOR CORP$387,4970.24%2,170CommonSOLE
95040Q104WELLWELLTOWER INC COM$387,2910.24%3,025CommonSOLE
742718109PGProcter & Gamble Co/The$384,1580.23%2,218CommonSOLE
87612E106TGTTarget Corp$382,3250.23%2,453CommonSOLE
456837103INGING Groep NV$375,0950.23%20,655CommonSOLE
14167L103CDNACareDx Inc$370,6410.23%11,870CommonSOLE
00790R104WMSAdvanced Drainage Systems Inc$369,3260.23%2,350CommonSOLE
438128308HMCHONDA MOTOR CO$363,9430.22%11,470CommonSOLE
576323109MTZMasTec Inc$361,2990.22%2,935CommonSOLE
30225T102EXRExtra Space Storage Inc$359,6590.22%1,996CommonSOLE
253868103DLRDigital Realty Trust Inc$359,2630.22%2,220CommonSOLE
29444U700EQIXEQUINIX INC$350,6140.21%395CommonSOLE
828806109SPGSIMON PROP GROUP$346,4910.21%2,050CommonSOLE
500472303PHGKoninklijke Philips NV$345,1310.21%10,548CommonSOLE
606822104MUFGMITSUBISHI UFJ FIN$341,9970.21%33,595CommonSOLE
925652109VICIVICI Properties Inc$338,7290.21%10,169CommonSOLE
74340W103PLDPrologis Inc$334,7680.20%2,651CommonSOLE
713448108PEPPEPSICO INC$333,6380.20%1,962CommonSOLE
05465C100AXAxos Financial Inc$331,0630.20%5,265CommonSOLE
80105N105SNYSanofi SA$330,7960.20%5,740CommonSOLE
30231G102XOMExxon Mobil Corp$330,5600.20%2,820CommonSOLE
046353108AZNNAstraZeneca PLC$325,2740.20%4,175CommonSOLE
92276F100VTRVentas Inc$322,2530.20%5,025CommonSOLE
Y2573F102FLEXFLEXTRONICS INTL$320,9280.20%9,600CommonSOLE
40637H109HALOHalozyme Therapeutics Inc$317,1100.19%5,540CommonSOLE
147448104CWSTCasella Waste Systems Inc$316,8760.19%3,185CommonSOLE
29670E107EPRTEssential Properties Realty Tr$316,7410.19%9,275CommonSOLE
835699307SONYSony Group Corp$315,3010.19%3,265CommonSOLE
7591EP100RFRegions Financial Corp$310,1960.19%13,296CommonSOLE
46090E103QQQInvesco ETFs/USA$306,0200.19%627CommonSOLE
87162W100SNXTD SYNNEX Corp$301,4010.18%2,510CommonSOLE
006739106ADUSAddus HomeCare Corp$297,9870.18%2,240CommonSOLE
101121101BXPBXP Inc$297,7020.18%3,700CommonSOLE
G2717B108Cushman & Wakefield PLC$296,7930.18%21,775CommonSOLE
053484101AVBAvalonBay Communities Inc$293,9510.18%1,305CommonSOLE
74460D109PSAPublic Storage$292,9150.18%805CommonSOLE
32054K103FRFirst Industrial Realty Trust$290,5360.18%5,190CommonSOLE
71377A103PFGCPerformance Food Group Co$290,0470.18%3,701CommonSOLE
05368V106AVNTAvient Corp$284,8110.17%5,660CommonSOLE
64828T201RITMRithm Capital Corp$284,6010.17%25,075CommonSOLE
539439109LYGLloyds Banking Group PLC$279,1620.17%89,475CommonSOLE
235851102DHRDanaher Corp$278,0200.17%1,000CommonSOLE
222795502CUZCousins Properties Inc$276,3750.17%9,375CommonSOLE
907818108UNPUnion Pacific Corp$275,5650.17%1,118CommonSOLE
478160104JNJJohnson & Johnson$274,5300.17%1,694CommonSOLE
780259305SHELShell PLC$273,6930.17%4,150CommonSOLE
03027X100AMTAmerican Tower Corp$272,0950.17%1,170CommonSOLE
05589G102BWINBaldwin Insurance Group Inc/Th$271,1610.17%5,445CommonSOLE
50212V100LPLALPL FINL HLDGS INC$269,8510.17%1,160CommonSOLE
758849103REGRegency Centers Corp$269,0570.16%3,725CommonSOLE
02665T306AMHAmerican Homes 4 Rent$267,7700.16%6,975CommonSOLE
59522J103MAAMid-America Apartment Communit$264,5690.16%1,665CommonSOLE
30050B101EVHEvolent Health Inc$263,8520.16%9,330CommonSOLE
133131102CPTCamden Property Trust$262,5010.16%2,125CommonSOLE
25401T603DBRGDigitalBridge Group Inc$261,0520.16%18,475CommonSOLE
G0750C108AXTAAxalta Coating Systems Ltd$258,5780.16%7,145CommonSOLE
53220K504LGNDLigand Pharmaceuticals Inc$258,2320.16%2,580CommonSOLE
55306N104MKSIMKS Instruments Inc$255,4690.16%2,350CommonSOLE
64125C109NBIXNeurocrine Biosciences Inc$252,3320.15%2,190CommonSOLE
459200101IBMINTL BUSINESS MCHN$250,2630.15%1,132CommonSOLE
89151E109TTENTotalEnergies SE$250,0790.15%3,870CommonSOLE
464287614IWFISHARES/USA$250,0030.15%666CommonSOLE
37733W204GSKGSK PLC$249,5720.15%6,105CommonSOLE
756109104OREALTY INCOME CORP$248,9240.15%3,925CommonSOLE
302520101FNBFNB Corp/PA$248,3360.15%17,600CommonSOLE
902653104UDRUDR Inc$248,2370.15%5,475CommonSOLE
46187W107INVHInvitation Homes Inc$245,0570.15%6,950CommonSOLE
44107P104HSTHost Hotels & Resorts Inc$243,7600.15%13,850CommonSOLE
004498101ACIWACI WORLDWIDE INC$243,3020.15%4,780CommonSOLE
02361E108AMRCAmeresco Inc$241,2980.15%6,360CommonSOLE
71375U101PRFTUSDPerficient Inc$241,0830.15%3,194CommonSOLE
65336K103NXSTNexstar Media Group Inc$239,7580.15%1,450CommonSOLE
42250P103DOCHealthpeak Properties Inc$239,5630.15%10,475CommonSOLE
49446R109KIMKIMCO REALTY$239,1660.15%10,300CommonSOLE
866674104SUISun Communities Inc$237,8640.15%1,760CommonSOLE
896239100TRMBTrimble Inc$235,9420.14%3,800CommonSOLE
171484108CHDNChurchill Downs Inc$235,5360.14%1,742CommonSOLE
85571B105STWDStarwood Property Trust Inc$234,3700.14%11,500CommonSOLE
369604301GEGeneral Electric Co$234,2160.14%1,242CommonSOLE
87161C501SYU1Synovus Financial Corp$230,0880.14%5,174CommonSOLE
00402L107ASOAcademy Sports & Outdoors Inc$228,4790.14%3,915CommonSOLE
G9456A100GLNGGOLAR LNG$227,5440.14%6,190CommonSOLE
294821608ERICERICSSON(LM)TEL$227,2110.14%29,975CommonSOLE
78410G104SBACSBA Communications Corp$223,8510.14%930CommonSOLE
11135E203BNLBroadstone Net Lease Inc$223,6100.14%11,800CommonSOLE
125523100CICigna Group/The$222,7610.14%643CommonSOLE
92937A102WPPWPP PLC$222,0340.14%4,340CommonSOLE
03064D108COLDAmericold Realty Trust Inc$221,9200.14%7,850CommonSOLE
224441105CXTCRANE HOLDINGS CO$220,0800.13%3,923CommonSOLE
103304101BYDBoyd Gaming Corp$215,2850.13%3,330CommonSOLE
015271109AREAlexandria Real Estate Equitie$209,5940.13%1,765CommonSOLE
012653101ALBALBEMARLE CORP$209,3090.13%2,210CommonSOLE
72703H101PLNTPlanet Fitness Inc$209,1420.13%2,575CommonSOLE
G29183103ETNEaton Corp PLC$206,4870.13%623CommonSOLE
G54950103LINLinde PLC$203,1420.12%426CommonSOLE
038222105AMATAPPLIED MATERIALS$201,6460.12%998CommonSOLE
62945V109NVEEUSDNV5 Global Inc$200,0470.12%2,140CommonSOLE
911363109URIUnited Rentals Inc$199,1940.12%246CommonSOLE
008252108AMGAffiliated Managers Group Inc$199,1360.12%1,120CommonSOLE
437076102HDHome Depot Inc/The$195,7120.12%483CommonSOLE
48242W106KBRKBR Inc$195,5200.12%3,002CommonSOLE
76169C100REXRRexford Industrial Realty Inc$194,4480.12%3,865CommonSOLE
G0692U109AXSAxis Capital Holdings Ltd$193,0540.12%2,425CommonSOLE
753422104RPDRapid7 Inc$186,4860.11%4,675CommonSOLE
17275R102CSCOCISCO SYSTEMS$186,0040.11%3,495CommonSOLE
46116X101ITCIEURIntra-Cellular Therapies Inc$184,3880.11%2,520CommonSOLE
00922R105ATSG*Air Transport Services Group I$176,6330.11%10,910CommonSOLE
74435K204PUKPrudential PLC$176,0370.11%9,495CommonSOLE
92857W308VODVodafone Group PLC$174,8490.11%17,450CommonSOLE
023436108AMEDAmedisys Inc$174,6830.11%1,810CommonSOLE
29670G102WTRGEssential Utilities Inc$172,2150.11%4,465CommonSOLE
988498101YUMYUM BRANDS INC$168,4900.10%1,206CommonSOLE
83444M101SOLVSolventum Corp$168,1650.10%2,412CommonSOLE
18482P103CLFDClearfield Inc$165,5800.10%4,250CommonSOLE
57636Q104MAMASTERCARD INC$154,5590.09%313CommonSOLE
16115Q308GTLSChart Industries Inc$147,1060.09%1,185CommonSOLE
747525103QCOMQUALCOMM Inc$142,5020.09%838CommonSOLE
62886E108VYXNCR CORP$142,0780.09%10,470CommonSOLE
149123101CATCaterpillar Inc$140,4120.09%359CommonSOLE
064058100BKBK OF NY MELLON CP$138,6900.08%1,930CommonSOLE
00287Y109ABBVAbbVie Inc$131,9170.08%668CommonSOLE
244199105DEDEERE & CO$129,3720.08%310CommonSOLE
78454L100SMSM Energy Co$121,5090.07%3,040CommonSOLE
464287200IVVISHARES$121,1320.07%210CommonSOLE
74340E103PGNYProgyny Inc$120,8400.07%7,210CommonSOLE
09260D107BXBlackstone Inc$114,8480.07%750CommonSOLE
26856L103ELFelf Beauty Inc$112,3010.07%1,030CommonSOLE
969457100WMBWilliams Cos Inc/The$111,1580.07%2,435CommonSOLE
194162103CLCOLGATE-PALMOLIVE$103,8100.06%1,000CommonSOLE
882508104TXNTEXAS INSTRUMENTS$103,2850.06%500CommonSOLE
110122108BMYBRISTOL-MYRS SQUIB$101,8240.06%1,968CommonSOLE
67066G104NVDANVIDIA Corp$99,5810.06%820CommonSOLE
209115104EDConsolidated Edison Inc$98,6110.06%947CommonSOLE
21036P108STZConstellation Brands Inc$90,1920.06%350CommonSOLE
20825C104COPCONOCOPHILLIPS$89,6990.05%852CommonSOLE
G5960L103MDTMedtronic PLC$87,7790.05%975CommonSOLE
464287465EFABlackRock Fund Advisors$83,6300.05%1,000CommonSOLE
74762E102QUREQuanta Services Inc$79,3080.05%266CommonSOLE
36828A101GEVGE Vernova Inc$78,7890.05%309CommonSOLE
609207105MDLZMondelez International Inc$74,3330.05%1,009CommonSOLE
670346105NUENucor Corp$73,6670.05%490CommonSOLE
464287655IWMISHARES$72,8940.04%330CommonSOLE
285512109EAELECTRONIC ARTS$72,8680.04%508CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE$72,2880.04%450CommonSOLE
729132100PLXSPlexus Corp$68,3550.04%500CommonSOLE
00724F101ADBEAdobe Inc$67,8290.04%131CommonSOLE
464287499IWRiShares ETFs/USA$66,1050.04%750CommonSOLE
902973304USBUS Bancorp$65,7140.04%1,437CommonSOLE
65290E101NXTNEXTracker Inc$65,2530.04%1,741CommonSOLE
101137107BSXBoston Scientific Corp$62,5150.04%746CommonSOLE
464287507IJHiShares ETFs/USA$62,3200.04%1,000CommonSOLE
697435105PANWPalo Alto Networks Inc$59,4730.04%174CommonSOLE
78464A763SDYSSGA Funds Management Inc$58,8050.04%414CommonSOLE
842587107SOSouthern Co/The$58,6170.04%650CommonSOLE
370334104GISGENERAL MILLS INC$56,7170.03%768CommonSOLE
14448C104CARRCARRIER GLOBAL CORP$56,3430.03%700CommonSOLE
369550108GDGEN DYNAMICS CORP$55,6050.03%184CommonSOLE
416515104HIGHartford Financial Services Gr$52,9250.03%450CommonSOLE
636274409NGGNational Grid PLC$52,2530.03%750CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$51,7860.03%178CommonSOLE
717081103PFEPfizer Inc$47,8960.03%1,655CommonSOLE
921909768VXUSVANGUARD ETF/USA$45,3180.03%700CommonSOLE
922908553VNQVanguard ETF/USA$43,8390.03%450CommonSOLE
049560105ATOAtmos Energy Corp$41,6130.03%300CommonSOLE
46137V613PRFInvesco Capital Management LLC$40,6300.02%1,000CommonSOLE
461202103INTUIntuit Inc$38,5020.02%62CommonSOLE
009158106APDAir Products and Chemicals Inc$38,1110.02%128CommonSOLE
806857108SLBSchlumberger NV$37,4190.02%892CommonSOLE
464287234EEMISHARES TR$36,6880.02%800CommonSOLE
030420103AWKAmerican Water Works Co Inc$36,5600.02%250CommonSOLE
92338C103VLTOVeralto Corp$34,4530.02%308CommonSOLE
032654105ADIANALOG DEVICES INC$33,6050.02%146CommonSOLE
68902V107OTISOtis Worldwide Corp$31,1820.02%300CommonSOLE
464287739IYRISHARES$30,5610.02%300CommonSOLE
34959J108FTVFortive Corp$30,5460.02%387CommonSOLE
29364G103ETREntergy Corp$29,3490.02%223CommonSOLE
458140100INTCIntel Corp$29,3250.02%1,250CommonSOLE
071813109BAXBAXTER INTL INC$25,5920.02%674CommonSOLE
428291108HXLHexcel Corp$24,7320.02%400CommonSOLE
526057104LENLENNAR CORP$23,0600.01%123CommonSOLE
56585A102MPCMarathon Petroleum Corp$22,3190.01%137CommonSOLE
224408104CRCrane Co$21,8430.01%138CommonSOLE
78467X109DIASPDR DOW JONES IND$21,1560.01%50CommonSOLE
863667101SYKStryker Corp$20,9530.01%58CommonSOLE
872540109TJXTJX Cos Inc/The$20,8050.01%177CommonSOLE
871607107SNPSSynopsys Inc$20,7620.01%41CommonSOLE
03990B101ARESAres Management Corp$19,4800.01%125CommonSOLE
444859102HUMHUMANA INC$19,3210.01%61CommonSOLE
007903107AMDADVANCED MICRO DEV$17,0640.01%104CommonSOLE
87724P106TMHCTaylor Morrison Home Corp$16,6520.01%237CommonSOLE
464287564ICFISHARES$16,4780.01%250CommonSOLE
482480100KLACKLA Corp$16,2630.01%21CommonSOLE
969904101WSMWilliams-Sonoma Inc$16,1120.01%104CommonSOLE
25278X109FANGDiamondback Energy Inc$16,0330.01%93CommonSOLE
89417E109TRVTRAVELERS CO INC$15,9200.01%68CommonSOLE
G1151C101ACNAccenture PLC$15,5530.01%44CommonSOLE
778296103ROSTRoss Stores Inc$15,0510.01%100CommonSOLE
020002101ALLAllstate Corp/The$14,7930.01%78CommonSOLE
09062X103BIIBBiogen Inc$14,5380.01%75CommonSOLE
219350105GLWCORNING INC$14,4930.01%321CommonSOLE
25243Q205DEODIAGEO$14,0340.01%100CommonSOLE
48666K109KBHKB Home$13,8820.01%162CommonSOLE
15135B101CNCCentene Corp$13,4750.01%179CommonSOLE
001055102AFLAflac Inc$13,1920.01%118CommonSOLE
65341B106XIFRNextEra Energy Equity Partners$13,0370.01%472CommonSOLE
127387108CDNSCadence Design Systems Inc$13,0090.01%48CommonSOLE
86800U104SMCIUSDSuper Micro Computer Inc$12,9080.01%31CommonSOLE
565849106MRO*MARATHON OIL CORP$12,8620.01%483CommonSOLE
759509102RSReliance Inc$12,7250.01%44CommonSOLE
38141G104GSGOLDMAN SACHS GRP$12,3780.01%25CommonSOLE
26614N102DDDuPont de Nemours Inc$12,0300.01%135CommonSOLE
04621X108AIZAssurant Inc$11,9320.01%60CommonSOLE
88162G103TTEKTetra Tech Inc$11,7900.01%250CommonSOLE
25746U109DDOMINION RES(VIR)$11,5580.01%200CommonSOLE
67103H107ORLYO'Reilly Automotive Inc$11,5160.01%10CommonSOLE
929089100VOYAVoya Financial Inc$11,4870.01%145CommonSOLE
243537107DECKDeckers Outdoor Corp$11,4800.01%72CommonSOLE
68622V106OGNOrganon & Co$11,4780.01%600CommonSOLE
67059N108NTNXNutanix Inc$11,0800.01%187CommonSOLE
086516101BBYBEST BUY CO INC$11,0530.01%107CommonSOLE
693475105PNCPNC Financial Services Group I$10,9060.01%59CommonSOLE
12572Q105CMECME Group Inc$10,8120.01%49CommonSOLE
733174700BPOPPopular Inc$10,4280.01%104CommonSOLE
22052L104CTVACorteva Inc$10,3470.01%176CommonSOLE
502431109LHXL3Harris Technologies Inc$10,2280.01%43CommonSOLE
609839105MPWRMonolithic Power Systems Inc$10,1700.01%11CommonSOLE
88160R101TSLATesla Inc$9,9420.01%38CommonSOLE
64110L106NFLXNETFLIX INC$9,9300.01%14CommonSOLE
92532F100VRTXVertex Pharmaceuticals Inc$9,7670.01%21CommonSOLE
260003108DOVDover Corp$9,5870.01%50CommonSOLE
363576109AJGArthur J Gallagher & Co$9,5670.01%34CommonSOLE
666807102NOCNORTHROP GRUMMAN$9,5050.01%18CommonSOLE
701094104PHPARKER-HANNIFIN$9,4770.01%15CommonSOLE
59001A102MTHMeritage Homes Corp$9,4330.01%46CommonSOLE
03073E105CORCencora Inc$9,2280.01%41CommonSOLE
30161N101EXCEXELON CORP$9,1640.01%226CommonSOLE
595112103MUMicron Technology Inc$9,0230.01%87CommonSOLE
00206R102TAT&T INC$9,0200.01%410CommonSOLE
92343V104VZVERIZON COMMUN$8,8920.01%198CommonSOLE
573874104MRVLMarvell Technology Inc$8,8710.01%123CommonSOLE
042735100ARWArrow Electronics Inc$8,7670.01%66CommonSOLE
718172109PMPHILIP MORRIS INTL$8,7410.01%72CommonSOLE
366651107ITGARTNER INC$8,6150.01%17CommonSOLE
49456B101KMIKinder Morgan Inc$8,4830.01%384CommonSOLE
336433107FSLRFIRST SOLAR INC$8,4810.01%34CommonSOLE
231021106CMICUMMINS INC$8,4190.01%26CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$8,4100.01%8CommonSOLE
876030107TPRTapestry Inc$8,3620.01%178CommonSOLE
26875P101EOGEOG Resources Inc$8,2360.01%67CommonSOLE
89055F103BLDTopBuild Corp$8,1360.00%20CommonSOLE
91913Y100VLOValero Energy Corp$8,1020.00%60CommonSOLE
227046109CROXCrocs Inc$7,9650.00%55CommonSOLE
493732101KFRCKforce Inc$7,9270.00%129CommonSOLE
149150104CATYCathay General Bancorp$7,9030.00%184CommonSOLE
278642103EBAYEBAY INC$7,8780.00%121CommonSOLE
758750103RRXREGAL-BELOIT CORP$7,7960.00%47CommonSOLE
V7780T103RCLROYAL CARIBBEAN$7,6260.00%43CommonSOLE
00846U101AAGILENT TECHS INC$7,4240.00%50CommonSOLE
039483102ADMArcher-Daniels-Midland Co$7,3480.00%123CommonSOLE
023608102AEEAMEREN CORP$7,3470.00%84CommonSOLE
G8473T100STESTERIS PLC$7,2760.00%30CommonSOLE
45841N107IBKRINTERACTIVE BROKER$6,9680.00%50CommonSOLE
14040H105COFCapital One Financial Corp$6,8880.00%46CommonSOLE
540424108LLoews Corp$6,7190.00%85CommonSOLE
G51502105JCIJohnson Controls International$6,5970.00%85CommonSOLE
45073V108ITTITT Inc$6,5780.00%44CommonSOLE
887389104TKRTimken Co/The$6,4900.00%77CommonSOLE
626717102MURMurphy Oil Corp$6,4110.00%190CommonSOLE
05464C101AXONAXON ENTERPRISE INC$6,3940.00%16CommonSOLE
98138H101WDAYWorkday Inc$6,3550.00%26CommonSOLE
073685109BECNUSDBeacon Roofing Supply Inc$6,3090.00%73CommonSOLE
053332102AZOAUTOZONE INC$6,3000.00%2CommonSOLE
81762P102NOWServiceNow Inc$6,2610.00%7CommonSOLE
78463M107SPSCSPS Commerce Inc$6,2130.00%32CommonSOLE
891092108TTCToro Co/The$6,1580.00%71CommonSOLE
097023105BABOEING CO$6,0820.00%40CommonSOLE
960413102WLKTTWF LP$6,0120.00%40CommonSOLE
783549108RRyder System Inc$5,9780.00%41CommonSOLE
573284106MLMMARTIN MARIETTA M.$5,9210.00%11CommonSOLE
61174X109MNSTMonster Beverage Corp$5,8430.00%112CommonSOLE
406216101HALHALLIBURTON$5,7230.00%197CommonSOLE
655844108NSCNorfolk Southern Corp$5,7160.00%23CommonSOLE
403949100DINOHF Sinclair Corp$5,7050.00%128CommonSOLE
703343103PATKPatrick Industries Inc$5,6950.00%40CommonSOLE
127097103CTRACoterra Energy Inc$5,5560.00%232CommonSOLE
008073108AVAVAEROVIRONMENT INC$5,4140.00%27CommonSOLE
72352L106PINSPinterest Inc$5,4060.00%167CommonSOLE
50050N103KTBKONTOOR BRANDS INC COM NPV WI$5,3160.00%65CommonSOLE
880779103TEXTEREX CORP$5,1850.00%98CommonSOLE
26884L109EQTEQT Corp$5,1660.00%141CommonSOLE
364760108GAPGap Inc/The$5,1380.00%233CommonSOLE
00191U102EFORASGN Inc$5,1280.00%55CommonSOLE
682680103OKEONEOK Inc$5,1030.00%56CommonSOLE
379577208GMEDGlobus Medical Inc$5,0080.00%70CommonSOLE
452308109ITWILLINOIS TOOL WKS$4,9790.00%19CommonSOLE
92511U102VRRMVerra Mobility Corp$4,9220.00%177CommonSOLE
216648501COOCooper Cos Inc/The$4,8550.00%44CommonSOLE
536797103LADLithia Motors Inc$4,7650.00%15CommonSOLE
448579102HHyatt Hotels Corp$4,7180.00%31CommonSOLE
74834L100DGXQuest Diagnostics Inc$4,6580.00%30CommonSOLE
86614U1007SUSummit Materials Inc$4,5270.00%116CommonSOLE
75524B104RBCRBC Bearings Inc$4,4910.00%15CommonSOLE
037598109APOGApogee Enterprises Inc$4,4810.00%64CommonSOLE
504922105LHLabcorp Holdings Inc$4,4700.00%20CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS$4,4000.00%16CommonSOLE
78442P106SLMSLM Corp$4,3450.00%190CommonSOLE
46982L108JJacobs Solutions Inc$4,1890.00%32CommonSOLE
718546104PSXPhillips 66$3,9440.00%30CommonNONE
983793100XPOXPO Inc$3,7630.00%35CommonSOLE
860630102SFStifel Financial Corp$3,7560.00%40CommonSOLE
589889104MMSIMERIT MEDICAL SYST$3,7560.00%38CommonSOLE
912008109USFDUS Foods Holding Corp$3,6900.00%60CommonSOLE
40434L105HPQHP Inc$3,5870.00%100CommonNONE
423452101HPHelmerich & Payne Inc$3,4980.00%115CommonSOLE
25179M103DVNDevon Energy Corp$3,3640.00%86CommonSOLE
69888T207PARRPar Pacific Holdings Inc$3,2910.00%187CommonSOLE
N53745100LYBLyondellBasell Industries NV$3,2610.00%34CommonSOLE
15118V207CELHCelsius Holdings Inc$3,1050.00%99CommonSOLE
501889208LKQLKQ Corp$3,0740.00%77CommonSOLE
001084102AGCOAGCO CORP$2,8380.00%29CommonSOLE
03152W109AM6Amicus Therapeutics Inc$2,6810.00%251CommonSOLE
03743Q108APAAPA Corp$2,4460.00%100CommonSOLE
260557103DOWDow Inc$2,2940.00%42CommonSOLE
60855R100MOHMolina Healthcare Inc$2,0670.00%6CommonSOLE
42824C109HPEHewlett Packard Enterprise Co$2,0460.00%100CommonNONE
16119P108CHTRCharter Communications Inc$9720.00%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.