MondegarAI
Cetera Trust Company, N.A

Q4 2024 · 13F-HR

Cetera Trust Company, N.Aholdings as filed

Filed 2025-01-17 · accession 0002005547-25-000002

$154.0M
Reported value
387
Positions
2024-12-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLApple Inc$11.3M7.33%45,097CommonSOLE
594918104MSFTMICROSOFT CORP$5.9M3.84%14,022CommonSOLE
023135106AMZNAmazon.com Inc$4.6M2.99%20,957CommonSOLE
46625H100JPMJPMorgan Chase & Co$4.2M2.72%17,486CommonSOLE
931142103WMTWalmart Inc$3.9M2.52%42,877CommonSOLE
58155Q103MCKMCKESSON CORP$3.8M2.46%6,645CommonSOLE
02079K305GOOGLALPHABET INC$3.7M2.39%19,453CommonSOLE
92826C839VVISA INC$3.2M2.09%10,176CommonSOLE
79466L302CRMSalesforce Inc$3.2M2.08%9,586CommonSOLE
060505104BACBK OF AMERICA CORP$2.9M1.91%66,868CommonSOLE
11135F101AVGOBroadcom Inc$2.9M1.90%12,610CommonSOLE
91324P102UNHUnitedHealth Group Inc$2.7M1.78%5,415CommonSOLE
872590104TMUST-MOBILE US INC$2.6M1.70%11,873CommonSOLE
580135101MCDMCDONALD'S CORP$2.4M1.57%8,359CommonSOLE
40412C101HCAHCA Healthcare Inc$2.4M1.57%8,055CommonSOLE
031162100AMGNAmgen Inc$2.4M1.56%9,238CommonSOLE
438516106HONHoneywell International Inc$2.4M1.53%10,425CommonSOLE
883556102TMOThermo Fisher Scientific Inc$2.3M1.52%4,496CommonSOLE
59156R108METMETLIFE INC$2.3M1.49%28,110CommonSOLE
31428X106FDXFEDEX CORP$2.2M1.45%7,925CommonSOLE
75513E101RTXRTX Corp$2.2M1.41%18,802CommonSOLE
808513105SCHWCharles Schwab Corp/The$2.1M1.35%28,130CommonSOLE
247361702DALDelta Air Lines Inc$2.0M1.33%33,854CommonSOLE
191216100KOCoca-Cola Co/The$1.9M1.22%30,221CommonSOLE
68373J104LPROOpen Lending Corp$1.8M1.19%307,500CommonSOLE
37045V100GMGeneral Motors Co$1.8M1.19%34,409CommonSOLE
025072703AVDEAmerican Century ETF Trust$1.8M1.17%29,437CommonSOLE
02079K107GOOGAlphabet Inc$1.7M1.09%8,818CommonSOLE
20030N101CMCSAComcast Corp$1.7M1.09%44,579CommonSOLE
254687106DISWalt Disney Co/The$1.7M1.07%14,842CommonSOLE
532457108LLYEli Lilly & Co$1.6M1.05%2,099CommonSOLE
036752103ELVElevance Health Inc$1.5M0.95%3,961CommonSOLE
949746101WMT2WELLS FARGO & CO$1.4M0.93%20,426CommonSOLE
88579Y101MMM3M Co$1.3M0.87%10,356CommonSOLE
595017104MCHPMicrochip Technology Inc$1.2M0.79%21,114CommonSOLE
166764100CVXChevron Corp$1.1M0.74%7,831CommonSOLE
026874784AIGAMER INTL GRP$1.0M0.67%14,109CommonSOLE
745867101PHMPULTE HOMES INC$996,1080.65%9,147CommonSOLE
025816109AXPAMER EXPRESS CO$967,5350.63%3,260CommonSOLE
78462F103SPYSSgA Funds Management Inc$958,8270.62%1,636CommonSOLE
22160K105COSTCostco Wholesale Corp$956,5860.62%1,044CommonSOLE
278865100ECLECOLAB INC$932,5940.61%3,980CommonSOLE
025072604AVEMAmerican Century ETF Trust$902,8380.59%15,357CommonSOLE
05722G100BKRBAKER HUGHES INC$888,9440.58%21,671CommonSOLE
002824100ABTAbbott Laboratories$870,8340.57%7,699CommonSOLE
776696106ROPROPER INDUSTRIES INC$761,5800.49%1,465CommonSOLE
548661107LOWLOWE'S COS INC$717,4480.47%2,907CommonSOLE
58933Y105MRKMerck & Co Inc$709,6900.46%7,134CommonSOLE
874039100TSMTSMC$692,2020.45%3,505CommonSOLE
911312106UPSUTD PARCEL SERV$640,4620.42%5,079CommonSOLE
803054204SAPSAP SE$638,9150.41%2,595CommonSOLE
084670702BRK/BBerkshire Hathaway Inc$628,6990.41%1,387CommonSOLE
30303M102METAMeta Platforms Inc$607,1740.39%1,037CommonSOLE
03076C106AMPAmeriprise Financial Inc$559,0520.36%1,050CommonSOLE
H1467J104CBCHUBB LIMITED COM$555,3630.36%2,010CommonSOLE
231561101CWCurtiss-Wright Corp$512,7870.33%1,445CommonSOLE
617446448MSMORGAN STANLEY$478,2390.31%3,804CommonSOLE
29977A105EVREvercore Inc$476,7670.31%1,720CommonSOLE
19247G107COHRCoherent Corp$469,8610.31%4,960CommonSOLE
277432100EMNEastman Chemical Co$462,8100.30%5,068CommonSOLE
358039105FRPTFreshpet Inc$450,2540.29%3,040CommonSOLE
892331307TMTOYOTA MOTOR CORP$412,5730.27%2,120CommonSOLE
651639106NEMNewmont Corp$398,6260.26%10,710CommonSOLE
N6596X109NXPINXP Semiconductors NV$393,8760.26%1,895CommonSOLE
576323109MTZMasTec Inc$389,3600.25%2,860CommonSOLE
606822104MUFGMITSUBISHI UFJ FIN$384,3570.25%32,795CommonSOLE
256677105DGDollar General Corp$383,6490.25%5,060CommonSOLE
46284V101IRMIron Mountain Inc$381,0240.25%3,625CommonSOLE
50212V100LPLALPL FINL HLDGS INC$377,1190.24%1,155CommonSOLE
01741R102ATIATI Inc$374,1620.24%6,798CommonSOLE
Y2573F102FLEXFLEXTRONICS INTL$368,5440.24%9,600CommonSOLE
253868103DLRDigital Realty Trust Inc$367,9600.24%2,075CommonSOLE
65339F101NEENEXTERA ENERGY$365,9060.24%5,104CommonSOLE
742718109PGProcter & Gamble Co/The$363,4650.24%2,168CommonSOLE
95040Q104WELLWELLTOWER INC COM$359,1860.23%2,850CommonSOLE
05465C100AXAxos Financial Inc$358,3310.23%5,130CommonSOLE
835699307SONYSony Group Corp$358,1330.23%16,925CommonSOLE
126650100CVSCVS Health Corp$355,4390.23%7,918CommonSOLE
904767704Unilever PLC$353,2410.23%6,230CommonSOLE
66987V109NVSNovartis AG$352,9430.23%3,627CommonSOLE
29444U700EQIXEQUINIX INC$348,8690.23%370CommonSOLE
127190304CACICACI International Inc$341,4310.22%845CommonSOLE
N07059210ASMLASML HOLDING NV$340,9950.22%492CommonSOLE
147448104CWSTCasella Waste Systems Inc$334,3600.22%3,160CommonSOLE
87612E106TGTTarget Corp$331,5970.22%2,453CommonSOLE
828806109SPGSIMON PROP GROUP$322,8940.21%1,875CommonSOLE
46090E103QQQInvesco Capital Management LLC$320,5410.21%627CommonSOLE
456837103INGING Groep NV$318,1790.21%20,305CommonSOLE
7591EP100RFRegions Financial Corp$312,7220.20%13,296CommonSOLE
71377A103PFGCPerformance Food Group Co$306,5780.20%3,626CommonSOLE
64125C109NBIXNeurocrine Biosciences Inc$298,9350.19%2,190CommonSOLE
713448108PEPPEPSICO INC$298,3420.19%1,962CommonSOLE
046353108AZNNAstraZeneca PLC$297,7880.19%4,545CommonSOLE
30231G102XOMExxon Mobil Corp$295,2800.19%2,745CommonSOLE
87162W100SNXTD SYNNEX Corp$291,4410.19%2,485CommonSOLE
925652109VICIVICI Properties Inc$289,0040.19%9,894CommonSOLE
74340W103PLDPrologis Inc$288,7720.19%2,732CommonSOLE
006739106ADUSAddus HomeCare Corp$285,7980.19%2,280CommonSOLE
53220K504LGNDLigand Pharmaceuticals Inc$284,4830.18%2,655CommonSOLE
80105N105SNYSanofi SA$284,0750.18%5,890CommonSOLE
92276F100VTRVentas Inc$281,2000.18%4,775CommonSOLE
478160104JNJJohnson & Johnson$278,1040.18%1,923CommonSOLE
16115Q308GTLSChart Industries Inc$276,7180.18%1,450CommonSOLE
29670E107EPRTEssential Properties Realty Tr$274,4820.18%8,775CommonSOLE
00790R104WMSAdvanced Drainage Systems Inc$272,2380.18%2,355CommonSOLE
87161C501SYU1Synovus Financial Corp$271,4680.18%5,299CommonSOLE
053484101AVBAvalonBay Communities Inc$270,5630.18%1,230CommonSOLE
G9456A100GLNGGOLAR LNG$270,4250.18%6,390CommonSOLE
758849103REGRegency Centers Corp$268,9570.17%3,638CommonSOLE
40637H109HALOHalozyme Therapeutics Inc$268,9310.17%5,625CommonSOLE
222795502CUZCousins Properties Inc$268,8660.17%8,775CommonSOLE
G2717B108Cushman & Wakefield PLC$268,7940.17%20,550CommonSOLE
92937A102WPPWPP PLC$268,5650.17%5,225CommonSOLE
896239100TRMBTrimble Inc$268,5080.17%3,800CommonSOLE
72703H101PLNTPlanet Fitness Inc$267,9380.17%2,710CommonSOLE
101121101BXPBXP Inc$267,6960.17%3,600CommonSOLE
464287614IWFISHARES/USA$267,4520.17%666CommonSOLE
30225T102EXRExtra Space Storage Inc$264,9420.17%1,771CommonSOLE
539439109LYGLloyds Banking Group PLC$264,0440.17%97,075CommonSOLE
780259305SHELShell PLC$262,5040.17%4,190CommonSOLE
008252108AMGAffiliated Managers Group Inc$260,7370.17%1,410CommonSOLE
64828T201RITMRithm Capital Corp$260,1910.17%24,025CommonSOLE
302520101FNBFNB Corp/PA$259,7590.17%17,575CommonSOLE
294821608ERICERICSSON(LM)TEL$256,7110.17%31,850CommonSOLE
103304101BYDBoyd Gaming Corp$256,4290.17%3,535CommonSOLE
00922R105ATSG*Air Transport Services Group I$255,7370.17%11,635CommonSOLE
02665T306AMHAmerican Homes 4 Rent$255,3920.17%6,825CommonSOLE
907818108UNPUnion Pacific Corp$254,9490.17%1,118CommonSOLE
32054K103FRFirst Industrial Realty Trust$253,9080.16%5,065CommonSOLE
55306N104MKSIMKS Instruments Inc$253,1460.16%2,425CommonSOLE
59522J103MAAMid-America Apartment Communit$252,7220.16%1,635CommonSOLE
004498101ACIWACI WORLDWIDE INC$250,7250.16%4,830CommonSOLE
171484108CHDNChurchill Downs Inc$250,6550.16%1,877CommonSOLE
459200101IBMINTL BUSINESS MCHN$248,8480.16%1,132CommonSOLE
46116X101ITCIEURIntra-Cellular Therapies Inc$246,8020.16%2,955CommonSOLE
03027X100AMTAmerican Tower Corp$245,7690.16%1,340CommonSOLE
G0692U109AXSAxis Capital Holdings Ltd$245,0340.16%2,765CommonSOLE
224441105CXTCRANE HOLDINGS CO$244,4080.16%4,198CommonSOLE
500472303PHGKoninklijke Philips NV$243,3000.16%9,609CommonSOLE
438128308HMCHONDA MOTOR CO$239,6770.16%8,395CommonSOLE
49446R109KIMKIMCO REALTY$238,4000.15%10,175CommonSOLE
G0750C108AXTAAxalta Coating Systems Ltd$237,6580.15%6,945CommonSOLE
65336K103NXSTNexstar Media Group Inc$236,9550.15%1,500CommonSOLE
133131102CPTCamden Property Trust$234,9810.15%2,025CommonSOLE
14167L103CDNACareDx Inc$234,8680.15%10,970CommonSOLE
74460D109PSAPublic Storage$233,5630.15%780CommonSOLE
44107P104HSTHost Hotels & Resorts Inc$233,4540.15%13,325CommonSOLE
78410G104SBACSBA Communications Corp$232,3320.15%1,140CommonSOLE
29670G102WTRGEssential Utilities Inc$229,7240.15%6,325CommonSOLE
235851102DHRDanaher Corp$229,5500.15%1,000CommonSOLE
866674104SUISun Communities Inc$229,3390.15%1,865CommonSOLE
11135E203BNLBroadstone Net Lease Inc$227,5910.15%14,350CommonSOLE
05368V106AVNTAvient Corp$227,1820.15%5,560CommonSOLE
46187W107INVHINVITATION HOMES INC$223,7900.15%7,000CommonSOLE
89151E109TTENTotalEnergies SE$222,9050.14%4,090CommonSOLE
37733W204GSKGSK PLC$222,8740.14%6,590CommonSOLE
902653104UDRUDR Inc$217,0500.14%5,000CommonSOLE
25401T603DBRGDigitalBridge Group Inc$216,8580.14%19,225CommonSOLE
05589G102BWINBaldwin Insurance Group Inc/Th$212,0170.14%5,470CommonSOLE
756109104OREALTY INCOME CORP$209,6340.14%3,925CommonSOLE
369604301GEGeneral Electric Co$207,1530.13%1,242CommonSOLE
17275R102CSCOCISCO SYSTEMS$206,9040.13%3,495CommonSOLE
G29183103ETNEaton Corp PLC$206,7550.13%623CommonSOLE
48242W106KBRKBR Inc$206,6360.13%3,567CommonSOLE
92857W308VODVodafone Group PLC$199,9400.13%23,550CommonSOLE
62886E108VYXNCR CORP$198,6730.13%14,355CommonSOLE
42250P103DOCHealthpeak Properties Inc$193,5790.13%9,550CommonSOLE
437076102HDHome Depot Inc/The$187,8820.12%483CommonSOLE
85571B105STWDStarwood Property Trust Inc$184,2890.12%9,725CommonSOLE
012653101ALBALBEMARLE CORP$179,4770.12%2,085CommonSOLE
G54950103LINLinde PLC$178,3530.12%426CommonSOLE
125523100CICigna Group/The$177,5580.12%643CommonSOLE
911363109URIUnited Rentals Inc$173,2920.11%246CommonSOLE
57636Q104MAMASTERCARD INC$164,8160.11%313CommonSOLE
023436108AMEDAmedisys Inc$164,7840.11%1,815CommonSOLE
038222105AMATAPPLIED MATERIALS$162,3050.11%998CommonSOLE
988498101YUMYUM BRANDS INC$161,7970.11%1,206CommonSOLE
02361E108AMRCAmeresco Inc$159,6640.10%6,800CommonSOLE
00402L107ASOAcademy Sports & Outdoors Inc$157,6320.10%2,740CommonSOLE
464287465EFABlackRock Fund Advisors$156,8910.10%2,075CommonSOLE
83444M101SOLVSolventum Corp$155,0430.10%2,347CommonSOLE
064058100BKBK OF NY MELLON CP$148,2820.10%1,930CommonSOLE
753422104RPDRapid7 Inc$141,4080.09%3,515CommonSOLE
18482P103CLFDClearfield Inc$131,7500.09%4,250CommonSOLE
244199105DEDEERE & CO$131,3470.09%310CommonSOLE
149123101CATCaterpillar Inc$130,2310.08%359CommonSOLE
09260D107BXBlackstone Inc$129,3150.08%750CommonSOLE
747525103QCOMQUALCOMM Inc$128,7340.08%838CommonSOLE
464287200IVVISHARES$123,6230.08%210CommonSOLE
015271109AREAlexandria Real Estate Equitie$119,4990.08%1,225CommonSOLE
00287Y109ABBVAbbVie Inc$118,7040.08%668CommonSOLE
969457100WMBWilliams Cos Inc/The$118,5770.08%2,191CommonSOLE
67066G104NVDANVIDIA Corp$110,1180.07%820CommonSOLE
62945V109NVEEUSDNV5 Global Inc$107,5760.07%5,710CommonSOLE
110122108BMYBRISTOL-MYRS SQUIB$106,3330.07%1,880CommonSOLE
36828A101GEVGE Vernova Inc$101,6390.07%309CommonSOLE
20825C104COPCONOCOPHILLIPS$96,6910.06%975CommonSOLE
78454L100SMSM Energy Co$94,5740.06%2,440CommonSOLE
882508104TXNTEXAS INSTRUMENTS$93,7550.06%500CommonSOLE
194162103CLCOLGATE-PALMOLIVE$90,9100.06%1,000CommonSOLE
74762E102QUREQuanta Services Inc$84,0690.05%266CommonSOLE
729132100PLXSPlexus Corp$78,2400.05%500CommonSOLE
G5960L103MDTMedtronic PLC$77,8830.05%975CommonSOLE
209115104EDConsolidated Edison Inc$77,3620.05%867CommonSOLE
21036P108STZConstellation Brands Inc$77,3500.05%350CommonSOLE
30050B101EVHEvolent Health Inc$74,2500.05%6,600CommonSOLE
464287655IWMISHARES$72,9170.05%330CommonSOLE
902973304USBUS Bancorp$68,7320.04%1,437CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE$67,0550.04%450CommonSOLE
101137107BSXBoston Scientific Corp$66,6330.04%746CommonSOLE
464287499IWRBlackRock Fund Advisors$66,3000.04%750CommonSOLE
65290E101NXTNEXTracker Inc$63,5990.04%1,741CommonSOLE
285512109EAELECTRONIC ARTS$63,3480.04%433CommonSOLE
697435105PANWPalo Alto Networks Inc$63,3220.04%348CommonSOLE
464287507IJHBlackRock Fund Advisors$62,3100.04%1,000CommonSOLE
00724F101ADBEAdobe Inc$58,2530.04%131CommonSOLE
670346105NUENucor Corp$57,1880.04%490CommonSOLE
74435K204PUKPrudential PLC$55,7100.04%3,495CommonSOLE
78464A763SDYSSGA Funds Management Inc$54,6890.04%414CommonSOLE
609207105MDLZMondelez International Inc$54,2950.04%909CommonSOLE
416515104HIGHartford Financial Services Gr$49,2300.03%450CommonSOLE
03064D108COLDAmericold Realty Trust Inc$49,2200.03%2,300CommonSOLE
370334104GISGENERAL MILLS INC$48,9750.03%768CommonSOLE
369550108GDGEN DYNAMICS CORP$48,4820.03%184CommonSOLE
636274409NGGNational Grid PLC$44,5650.03%750CommonSOLE
049560105ATOAtmos Energy Corp$41,7810.03%300CommonSOLE
921909768VXUSVANGUARD ETF/USA$41,2510.03%700CommonSOLE
14448C104CARRCARRIER GLOBAL CORP$40,9560.03%600CommonSOLE
46137V613PRFInvesco Capital Management LLC$40,3400.03%1,000CommonSOLE
922908553VNQVanguard ETF/USA$40,0860.03%450CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$39,7950.03%750CommonSOLE
461202103INTUIntuit Inc$38,9670.03%62CommonSOLE
717081103PFEPfizer Inc$37,9910.02%1,432CommonSOLE
009158106APDAir Products and Chemicals Inc$37,1250.02%128CommonSOLE
842587107SOSouthern Co/The$37,0440.02%450CommonSOLE
806857108SLBSchlumberger NV$34,1990.02%892CommonSOLE
29364G103ETREntergy Corp$33,8160.02%446CommonSOLE
464287234EEMISHARES TR$33,4560.02%800CommonSOLE
92338C103VLTOVeralto Corp$31,3700.02%308CommonSOLE
030420103AWKAmerican Water Works Co Inc$31,1230.02%250CommonSOLE
032654105ADIANALOG DEVICES INC$31,0190.02%146CommonSOLE
34959J108FTVFortive Corp$29,0250.02%387CommonSOLE
864482104SPHSuburban Propane Partners LP$28,1220.02%1,635CommonSOLE
464287739IYRISHARES$27,9180.02%300CommonSOLE
68902V107OTISOtis Worldwide Corp$27,7830.02%300CommonSOLE
428291108HXLHexcel Corp$25,0800.02%400CommonSOLE
458140100INTCIntel Corp$25,0630.02%1,250CommonSOLE
03990B101ARESAres Management Corp$22,1290.01%125CommonSOLE
872540109TJXTJX Cos Inc/The$21,3830.01%177CommonSOLE
26856L103ELFelf Beauty Inc$21,3440.01%170CommonSOLE
224408104CRCrane Co$20,9420.01%138CommonSOLE
863667101SYKSTRYKER CORP$20,8830.01%58CommonSOLE
871607107SNPSSynopsys Inc$19,9000.01%41CommonSOLE
071813109BAXBAXTER INTL INC$19,6540.01%674CommonSOLE
56585A102MPCMarathon Petroleum Corp$19,1120.01%137CommonSOLE
78467X109DIASPDR DOW JONES IND$17,0200.01%40CommonSOLE
526057104LENLENNAR CORP$16,7740.01%123CommonSOLE
G1151C101ACNAccenture PLC$15,4790.01%44CommonSOLE
444859102HUMHUMANA INC$15,4760.01%61CommonSOLE
219350105GLWCORNING INC$15,2540.01%321CommonSOLE
25278X109FANGDiamondback Energy Inc$15,2360.01%93CommonSOLE
778296103ROSTRoss Stores Inc$15,1270.01%100CommonSOLE
464287564ICFISHARES$15,0650.01%250CommonSOLE
020002101ALLAllstate Corp/The$15,0380.01%78CommonSOLE
243537107DECKDeckers Outdoor Corp$14,6220.01%72CommonSOLE
87724P106TMHCTaylor Morrison Home Corp$14,5070.01%237CommonSOLE
127387108CDNSCadence Design Systems Inc$14,4220.01%48CommonSOLE
38141G104GSGOLDMAN SACHS GRP$14,3160.01%25CommonSOLE
573874104MRVLMarvell Technology Inc$13,5850.01%123CommonSOLE
76169C100REXRRexford Industrial Realty Inc$13,5310.01%350CommonSOLE
482480100KLACKLA Corp$13,2330.01%21CommonSOLE
04621X108AIZAssurant Inc$12,7930.01%60CommonSOLE
25243Q205DEODIAGEO$12,7130.01%100CommonSOLE
007903107AMDADVANCED MICRO DEV$12,5620.01%104CommonSOLE
64110L106NFLXNETFLIX INC$12,4780.01%14CommonSOLE
001055102AFLAflac Inc$12,2060.01%118CommonSOLE
67103H107ORLYO'Reilly Automotive Inc$11,8580.01%10CommonSOLE
759509102RSReliance Inc$11,8470.01%44CommonSOLE
876030107TPRTapestry Inc$11,6290.01%178CommonSOLE
09062X103BIIBBiogen Inc$11,4690.01%75CommonSOLE
67059N108NTNXNutanix Inc$11,4410.01%187CommonSOLE
12572Q105CMECME Group Inc$11,3790.01%49CommonSOLE
693475105PNCPNC Financial Services Group I$11,3780.01%59CommonSOLE
15135B101CNCCentene Corp$10,8440.01%179CommonSOLE
25746U109DDOMINION RES(VIR)$10,7720.01%200CommonSOLE
48666K109KBHKB Home$10,6470.01%162CommonSOLE
49456B101KMIKinder Morgan Inc$10,5220.01%384CommonSOLE
26614N102DDDuPont de Nemours Inc$10,2940.01%135CommonSOLE
22052L104CTVACorteva Inc$10,0250.01%176CommonSOLE
929089100VOYAVoya Financial Inc$9,9800.01%145CommonSOLE
88162G103TTEKTetra Tech Inc$9,9600.01%250CommonSOLE
V7780T103RCLROYAL CARIBBEAN$9,9200.01%43CommonSOLE
733174700BPOPPopular Inc$9,7820.01%104CommonSOLE
363576109AJGArthur J Gallagher & Co$9,6510.01%34CommonSOLE
701094104PHPARKER-HANNIFIN$9,5400.01%15CommonSOLE
05464C101AXONAXON ENTERPRISE INC$9,5090.01%16CommonSOLE
260003108DOVDover Corp$9,3800.01%50CommonSOLE
00206R102TAT&T INC$9,3360.01%410CommonSOLE
03073E105CORCencora Inc$9,2120.01%41CommonSOLE
086516101BBYBEST BUY CO INC$9,1810.01%107CommonSOLE
231021106CMICUMMINS INC$9,0640.01%26CommonSOLE
502431109LHXL3Harris Technologies Inc$9,0420.01%43CommonSOLE
68622V106OGNOrganon & Co$8,9520.01%600CommonSOLE
45841N107IBKRINTERACTIVE BROKER$8,8340.01%50CommonSOLE
149150104CATYCathay General Bancorp$8,7600.01%184CommonSOLE
718172109PMPHILIP MORRIS INTL$8,6650.01%72CommonSOLE
30161N101EXCEXELON CORP$8,5070.01%226CommonSOLE
92532F100VRTXVertex Pharmaceuticals Inc$8,4570.01%21CommonSOLE
666807102NOCNORTHROP GRUMMAN$8,4470.01%18CommonSOLE
65341B106XIFRNextEra Energy Equity Partners$8,4020.01%472CommonSOLE
26875P101EOGEOG Resources Inc$8,2130.01%67CommonSOLE
14040H105COFCapital One Financial Corp$8,2030.01%46CommonSOLE
92343V104VZVERIZON COMMUN$7,9180.01%198CommonSOLE
278642103EBAYEBAY INC$7,4960.00%121CommonSOLE
042735100ARWArrow Electronics Inc$7,4660.00%66CommonSOLE
81762P102NOWServiceNow Inc$7,4210.00%7CommonSOLE
073685109BECNUSDBeacon Roofing Supply Inc$7,4150.00%73CommonSOLE
91913Y100VLOValero Energy Corp$7,3550.00%60CommonSOLE
595112103MUMicron Technology Inc$7,3220.00%87CommonSOLE
493732101KFRCKforce Inc$7,3140.00%129CommonSOLE
758750103RRXREGAL-BELOIT CORP$7,2910.00%47CommonSOLE
540424108LLoews Corp$7,1990.00%85CommonSOLE
097023105BABOEING CO$7,0800.00%40CommonSOLE
59001A102MTHMeritage Homes Corp$7,0760.00%46CommonSOLE
00846U101AAGILENT TECHS INC$6,7170.00%50CommonSOLE
98138H101WDAYWorkday Inc$6,7090.00%26CommonSOLE
G51502105JCIJohnson Controls International$6,7090.00%85CommonSOLE
609839105MPWRMonolithic Power Systems Inc$6,5090.00%11CommonSOLE
26884L109EQTEQT Corp$6,5020.00%141CommonSOLE
783549108RRyder System Inc$6,4310.00%41CommonSOLE
053332102AZOAUTOZONE INC$6,4040.00%2CommonSOLE
45073V108ITTITT Inc$6,2870.00%44CommonSOLE
89055F103BLDTopBuild Corp$6,2270.00%20CommonSOLE
G8473T100STESTERIS PLC$6,1670.00%30CommonSOLE
227046109CROXCrocs Inc$6,0240.00%55CommonSOLE
336433107FSLRFIRST SOLAR INC$5,9920.00%34CommonSOLE
127097103CTRACoterra Energy Inc$5,9250.00%232CommonSOLE
78463M107SPSCSPS Commerce Inc$5,8880.00%32CommonSOLE
61174X109MNSTMonster Beverage Corp$5,8870.00%112CommonSOLE
86614U1007SUSummit Materials Inc$5,8700.00%116CommonSOLE
G87052109TELTE Connectivity PLC$5,8620.00%41CommonSOLE
379577208GMEDGlobus Medical Inc$5,7900.00%70CommonSOLE
626717102MURMurphy Oil Corp$5,7490.00%190CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$5,6990.00%8CommonSOLE
891092108TTCToro Co/The$5,6870.00%71CommonSOLE
573284106MLMMARTIN MARIETTA M.$5,6820.00%11CommonSOLE
682680103OKEONEOK Inc$5,6220.00%56CommonSOLE
74340E103PGNYProgyny Inc$5,6060.00%325CommonSOLE
50050N103KTBKONTOOR BRANDS INC COM NPV WI$5,5520.00%65CommonSOLE
364760108GAPGap Inc/The$5,5060.00%233CommonSOLE
887389104TKRTimken Co/The$5,4950.00%77CommonSOLE
655844108NSCNorfolk Southern Corp$5,3980.00%23CommonSOLE
536797103LADLithia Motors Inc$5,3610.00%15CommonSOLE
406216101HALHALLIBURTON$5,3560.00%197CommonSOLE
78442P106SLMSLM Corp$5,2400.00%190CommonSOLE
703343103PATKPatrick Industries Inc$4,9850.00%60CommonSOLE
448579102HHyatt Hotels Corp$4,8660.00%31CommonSOLE
72352L106PINSPinterest Inc$4,8430.00%167CommonSOLE
452308109ITWILLINOIS TOOL WKS$4,8180.00%19CommonSOLE
983793100XPOXPO Inc$4,5900.00%35CommonSOLE
960413102WLKTTWF LP$4,5860.00%40CommonSOLE
504922105LHLabcorp Holdings Inc$4,5860.00%20CommonSOLE
00191U102EFORASGN Inc$4,5840.00%55CommonSOLE
037598109APOGApogee Enterprises Inc$4,5700.00%64CommonSOLE
880779103TEXTEREX CORP$4,5300.00%98CommonSOLE
74834L100DGXQuest Diagnostics Inc$4,5260.00%30CommonSOLE
75524B104RBCRBC Bearings Inc$4,4870.00%15CommonSOLE
403949100DINOHF Sinclair Corp$4,4860.00%128CommonSOLE
92511U102VRRMVerra Mobility Corp$4,2800.00%177CommonSOLE
46982L108JJacobs Solutions Inc$4,2760.00%32CommonSOLE
860630102SFStifel Financial Corp$4,2430.00%40CommonSOLE
008073108AVAVAEROVIRONMENT INC$4,1550.00%27CommonSOLE
912008109USFDUS Foods Holding Corp$4,0480.00%60CommonSOLE
216648501COOCooper Cos Inc/The$4,0450.00%44CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS$3,7650.00%16CommonSOLE
423452101HPHelmerich & Payne Inc$3,6820.00%115CommonSOLE
589889104MMSIMERIT MEDICAL SYST$3,6750.00%38CommonSOLE
718546104PSXPhillips 66$3,4180.00%30CommonNONE
40434L105HPQHP Inc$3,2630.00%100CommonNONE
69888T207PARRPar Pacific Holdings Inc$3,0650.00%187CommonSOLE
501889208LKQLKQ Corp$2,8300.00%77CommonSOLE
25179M103DVNDevon Energy Corp$2,8150.00%86CommonSOLE
15118V207CELHCelsius Holdings Inc$2,6080.00%99CommonSOLE
42824C109HPEHewlett Packard Enterprise Co$2,1350.00%100CommonNONE
60855R100MOHMolina Healthcare Inc$1,7460.00%6CommonSOLE
260557103DOWDow Inc$1,6850.00%42CommonSOLE
16119P108CHTRCharter Communications Inc$1,0280.00%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.