MondegarAI
Cetera Trust Company, N.A

Q2 2025 · 13F-HR

Cetera Trust Company, N.Aholdings as filed

Filed 2025-08-06 · accession 0002005547-25-000006

$167.5M
Reported value
359
Positions
2025-06-30
Period end
View analyzed profile →PRO

The Brief · Cetera Trust Company, N.A · Q2 2025

AI · grounded in 13F

Cetera Trust Company, N.A established a new position in AAPL valued at $8.9M. The fund also initiated new stakes in MSFT for $6.8M and JPM for $4.9M. Other new additions include MCK, AMZN, and WMT.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$8.9M5.32%43,392CommonSOLE
594918104MSFTMICROSOFT CORP$6.8M4.08%13,745CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$4.9M2.94%16,994CommonSOLE
58155Q103MCKMCKESSON CORP$4.7M2.82%6,450CommonSOLE
023135106AMZNAMAZON COM INC$4.6M2.74%20,882CommonSOLE
931142103WMTWALMART INC$4.1M2.46%42,202CommonSOLE
512807306LRCXLAM RESEARCH CORP$4.0M2.38%41,010CommonSOLE
92826C839VVISA INC$3.5M2.12%9,990CommonSOLE
11135F101AVGOBROADCOM INC$3.5M2.08%12,625CommonSOLE
02079K305GOOGLALPHABET INC$3.2M1.92%18,243CommonSOLE
09290D101BLKBLACKROCK INC$3.2M1.89%3,024CommonSOLE
060505104BACBANK AMERICA CORP$3.2M1.89%66,993CommonSOLE
40412C101HCAHCA HEALTHCARE INC$3.0M1.82%7,940CommonSOLE
872590104TMUST-MOBILE US INC$2.9M1.71%12,018CommonSOLE
75513E101RTXRTX CORPORATION$2.7M1.64%18,827CommonSOLE
031162100AMGNAMGEN INC$2.6M1.56%9,353CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$2.6M1.56%28,605CommonSOLE
79466L302CRMSALESFORCE INC$2.6M1.53%9,411CommonSOLE
438516106HONHONEYWELL INTL INC$2.5M1.48%10,620CommonSOLE
580135101MCDMCDONALDS CORP$2.5M1.47%8,434CommonSOLE
59156R108METMETLIFE INC$2.2M1.32%27,435CommonSOLE
025072703AVDEAMERICAN CENTY ETF TR$2.2M1.30%29,437CommonSOLE
191216100KOCOCA COLA CO$2.1M1.28%30,371CommonSOLE
37045V100GMGENERAL MTRS CO$1.9M1.11%37,734CommonSOLE
254687106DISDISNEY WALT CO$1.8M1.10%14,817CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.8M1.09%4,506CommonSOLE
31428X106FDXFEDEX CORP$1.8M1.08%7,950CommonSOLE
247361702DALDELTA AIR LINES INC DEL$1.7M1.04%35,304CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$1.7M0.99%5,325CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$1.6M0.99%23,444CommonSOLE
20030N101CMCSACOMCAST CORP NEW$1.6M0.98%46,204CommonSOLE
532457108LLYELI LILLY & CO$1.6M0.97%2,087CommonSOLE
036752103ELVELEVANCE HEALTH INC$1.6M0.97%4,181CommonSOLE
949746101WMT2WELLS FARGO CO NEW$1.6M0.97%20,226CommonSOLE
88579Y101MMM3M CO$1.6M0.94%10,356CommonSOLE
02079K107GOOGALPHABET INC$1.5M0.90%8,519CommonSOLE
166764100CVXCHEVRON CORP NEW$1.3M0.78%9,106CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$1.3M0.77%15,134CommonSOLE
651639106NEMNEWMONT CORP$1.1M0.67%19,133CommonSOLE
745867101PHMPULTE GROUP INC$1.1M0.65%10,402CommonSOLE
278865100ECLECOLAB INC$1.1M0.63%3,942CommonSOLE
025072604AVEMAMERICAN CENTY ETF TR$1.1M0.63%15,357CommonSOLE
002824100ABTABBOTT LABS$1.0M0.63%7,699CommonSOLE
025816109AXPAMERICAN EXPRESS CO$1.0M0.62%3,260CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$1.0M0.62%26,891CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$1.0M0.60%1,636CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$998,8490.60%1,009CommonSOLE
149123101CATCATERPILLAR INC$853,2860.51%2,198CommonSOLE
126650100CVSCVS HEALTH CORP$846,2470.51%12,268CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$830,4210.50%1,465CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$805,1720.48%3,555CommonSOLE
803054204SAPSAP SE$758,7300.45%2,495CommonSOLE
231561101CWCURTISS WRIGHT CORP$749,9240.45%1,535CommonSOLE
30303M102METAMETA PLATFORMS INC$725,5420.43%983CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$673,7630.40%1,387CommonSOLE
01741R102ATIATI INC$619,3170.37%7,173CommonSOLE
68373J104LPROOPEN LENDING CORP$596,5500.36%307,500CommonSOLE
H1467J104CBCHUBB LIMITED$593,9260.35%2,050CommonSOLE
256677105DGDOLLAR GEN CORP NEW$561,6060.34%4,910CommonSOLE
03076C106AMPAMERIPRISE FINL INC$560,4170.33%1,050CommonSOLE
58933Y105MRKMERCK & CO INC$558,3950.33%7,054CommonSOLE
617446448MSMORGAN STANLEY$535,8310.32%3,804CommonSOLE
576323109MTZMASTEC INC$517,2550.31%3,035CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$499,5520.30%4,949CommonSOLE
29977A105EVREVERCORE INC$491,4360.29%1,820CommonSOLE
Y2573F102FLEXFLEX LTD$479,2320.29%9,600CommonSOLE
19247G107COHRCOHERENT CORP$469,2450.28%5,260CommonSOLE
835699307SONYSONY GROUP CORP$454,2240.27%17,450CommonSOLE
50212V100LPLALPL FINL HLDGS INC$453,7140.27%1,210CommonSOLE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$453,0340.27%33,020CommonSOLE
66987V109NVSNOVARTIS AG$451,0040.27%3,727CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$432,6100.26%1,980CommonSOLE
N07059210ASMLASML HOLDING N V$428,7440.26%535CommonSOLE
127190304CACICACI INTL INC$424,2630.25%890CommonSOLE
539439109LYGLLOYDS BANKING GROUP PLC$423,8310.25%99,725CommonSOLE
05465C100AXAXOS FINANCIAL INC$415,9390.25%5,470CommonSOLE
904767704UNILEVER PLC$396,3820.24%6,480CommonSOLE
95040Q104WELLWELLTOWER INC$382,7880.23%2,490CommonSOLE
147448104CWSTCASELLA WASTE SYS INC$382,4850.23%3,315CommonSOLE
892331307TMTOYOTA MOTOR CORP$381,5560.23%2,215CommonSOLE
456837103INGING GROEP N.V.$381,1940.23%17,430CommonSOLE
46284V101IRMIRON MTN INC DEL$375,4060.22%3,660CommonSOLE
87162W100SNXTD SYNNEX CORPORATION$365,0330.22%2,690CommonSOLE
253868103DLRDIGITAL RLTY TR INC$355,6330.21%2,040CommonSOLE
65339F101NEENEXTERA ENERGY INC$354,3200.21%5,104CommonSOLE
46090E103QQQINVESCO QQQ TR$345,8780.21%627CommonSOLE
742718109PGPROCTER AND GAMBLE CO$345,4060.21%2,168CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP CO$339,0340.20%3,876CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$333,6910.20%1,132CommonSOLE
046353108AZNNASTRAZENECA PLC$331,5810.20%4,745CommonSOLE
925652109VICIVICI PPTYS INC$329,0640.20%10,094CommonSOLE
53220K504LGNDLIGAND PHARMACEUTICALS INC$327,3980.20%2,880CommonSOLE
G0692U109AXSAXIS CAP HLDGS LTD$323,3990.19%3,115CommonSOLE
40637H109HALOHALOZYME THERAPEUTICS INC$322,5240.19%6,200CommonSOLE
72703H101PLNTPLANET FITNESS INC$321,6980.19%2,950CommonSOLE
369604301GEGE AEROSPACE$319,6780.19%1,242CommonSOLE
87161C501SYU1SYNOVUS FINL CORP$316,4000.19%6,114CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$312,7220.19%13,296CommonSOLE
008252108AMGAFFILIATED MANAGERS GROUP IN$310,8970.19%1,580CommonSOLE
30231G102XOMEXXON MOBIL CORP$310,8950.19%2,884CommonSOLE
780259305SHELSHELL PLC$309,1000.18%4,390CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$307,8550.18%1,915CommonSOLE
92276F100VTRVENTAS INC$307,2250.18%4,865CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$305,4270.18%2,430CommonSOLE
29444U700EQIXEQUINIX INC$302,2790.18%380CommonSOLE
103304101BYDBOYD GAMING CORP$301,5770.18%3,855CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$297,9760.18%2,021CommonSOLE
80105N105SNYSANOFI$296,6230.18%6,140CommonSOLE
00790R104WMSADVANCED DRAIN SYS INC DEL$295,7650.18%2,575CommonSOLE
74340W103PLDPROLOGIS INC.$293,4950.18%2,792CommonSOLE
16115Q308GTLSCHART INDS INC$292,2540.17%1,775CommonSOLE
500472303PHGKONINKLIJKE PHILIPS N V$291,9090.17%12,173CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$291,7460.17%1,320CommonSOLE
55306N104MKSIMKS INC.$289,6340.17%2,915CommonSOLE
896239100TRMBTRIMBLE INC$288,7240.17%3,800CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$287,0970.17%1,660CommonSOLE
29670E107EPRTESSENTIAL PPTYS RLTY TR INC$286,3920.17%8,975CommonSOLE
006739106ADUSADDUS HOMECARE CORP$286,2470.17%2,485CommonSOLE
G9456A100GLNGGOLAR LNG LTD$285,6530.17%6,935CommonSOLE
81141R100SESEA LTD$284,6930.17%1,780CommonSOLE
464287614IWFISHARES TR$282,7700.17%666CommonSOLE
302520101FNBF N B CORP$279,0610.17%19,140CommonSOLE
92857W308VODVODAFONE GROUP PLC NEW$275,5610.16%25,850CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$274,7630.16%1,170CommonSOLE
222795502CUZCOUSINS PPTYS INC$270,4200.16%9,005CommonSOLE
37733W204GSKGSK PLC$268,6080.16%6,995CommonSOLE
64828T201RITMRITHM CAPITAL CORP$267,8550.16%23,725CommonSOLE
48268K101KTKT CORP$267,0230.16%12,850CommonSOLE
758849103REGREGENCY CTRS CORP$266,2580.16%3,738CommonSOLE
89151E109TTENTOTALENERGIES SE$264,8980.16%4,315CommonSOLE
277432100EMNEASTMAN CHEM CO$260,7870.16%3,493CommonSOLE
478160104JNJJOHNSON & JOHNSON$258,7590.15%1,694CommonSOLE
438128308HMCHONDA MOTOR LTD$258,6050.15%8,970CommonSOLE
05589G102BWINTHE BALDWIN INSURANCE GRP IN$257,9300.15%6,025CommonSOLE
907818108UNPUNION PAC CORP$257,2290.15%1,118CommonSOLE
29670G102WTRGESSENTIAL UTILS INC$257,0090.15%6,920CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$256,4100.15%1,260CommonSOLE
03524A108BUDANHEUSER BUSCH INBEV SA/NV$254,2640.15%3,700CommonSOLE
713448108PEPPEPSICO INC$252,4600.15%1,912CommonSOLE
224441105CXTCRANE NXT CO$252,2520.15%4,680CommonSOLE
32054K103FRFIRST INDL RLTY TR INC$250,0350.15%5,195CommonSOLE
101121101BXPBXP INC$249,6390.15%3,700CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$247,9170.15%1,675CommonSOLE
004498101ACIWACI WORLDWIDE INC$243,7820.15%5,310CommonSOLE
17275R102CSCOCISCO SYS INC$242,4830.14%3,495CommonSOLE
866674104SUISUN CMNTYS INC$242,2280.14%1,915CommonSOLE
87612E106TGTTARGET CORP$241,9880.14%2,453CommonSOLE
14167L103CDNACAREDX INC$238,2900.14%12,195CommonSOLE
756109104OREALTY INCOME CORP$238,2170.14%4,135CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$237,6700.14%810CommonSOLE
11135E203BNLBROADSTONE NET LEASE INC$236,7380.14%14,750CommonSOLE
46187W107INVHINVITATION HOMES INC$235,5040.14%7,180CommonSOLE
G2717B108CUSHMAN WAKEFIELD PLC$235,3480.14%21,260CommonSOLE
902653104UDRUDR INC$232,9350.14%5,705CommonSOLE
358039105FRPTFRESHPET INC$229,3650.14%3,375CommonSOLE
G0750C108AXTAAXALTA COATING SYS LTD$227,2770.14%7,655CommonSOLE
49446R109KIMKIMCO RLTY CORP$219,9740.13%10,465CommonSOLE
171484108CHDNCHURCHILL DOWNS INC$219,3720.13%2,172CommonSOLE
25401T603DBRGDIGITALBRIDGE GROUP INC$218,1260.13%21,075CommonSOLE
85571B105STWDSTARWOOD PPTY TR INC$215,3510.13%10,730CommonSOLE
48242W106KBRKBR INC$212,9490.13%4,442CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$211,2770.13%13,755CommonSOLE
464287655IWMISHARES TR$211,2580.13%979CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$205,2170.12%11,720CommonSOLE
G29183103ETNEATON CORP PLC$204,5550.12%573CommonSOLE
62886E108VYXNCR VOYIX CORPORATION$201,8150.12%17,205CommonSOLE
05368V106AVNTAVIENT CORPORATION$200,6450.12%6,210CommonSOLE
G54950103LINLINDE PLC$199,8710.12%426CommonSOLE
235851102DHRDANAHER CORPORATION$197,5400.12%1,000CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$185,5800.11%5,145CommonSOLE
911363109URIUNITED RENTALS INC$185,3360.11%246CommonSOLE
18482P103CLFDCLEARFIELD INC$184,4930.11%4,250CommonSOLE
297178105ESSESSEX PPTY TR INC$182,7930.11%645CommonSOLE
038222105AMATAPPLIED MATLS INC$182,7040.11%998CommonSOLE
83444M101SOLVSOLVENTUM CORP$177,9960.11%2,347CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$175,8420.10%1,930CommonSOLE
023436108AMEDAMEDISYS INC$175,6260.10%1,785CommonSOLE
74435K204PUKPRUDENTIAL PLC$171,8870.10%6,870CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$170,1960.10%6,625CommonSOLE
464287408IVEISHARES TR$167,2800.10%856CommonSOLE
62945V109NVEEUSDNV5 GLOBAL INC$163,7080.10%7,090CommonSOLE
36828A101GEVGE VERNOVA INC$163,5070.10%309CommonSOLE
244199105DEDEERE & CO$157,6320.09%310CommonSOLE
00402L107ASOACADEMY SPORTS & OUTDOORS IN$149,8890.09%3,345CommonSOLE
012653101ALBALBEMARLE CORP$144,7680.09%2,310CommonSOLE
02361E108AMRCAMERESCO INC$139,9760.08%9,215CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$138,3600.08%1,905CommonSOLE
969457100WMBWILLIAMS COS INC$137,6170.08%2,191CommonSOLE
125523100CITHE CIGNA GROUP$132,5630.08%401CommonSOLE
464287499IWRISHARES TR$131,0570.08%1,425CommonSOLE
464287200IVVISHARES TR$130,3890.08%210CommonSOLE
67066G104NVDANVIDIA CORPORATION$129,5520.08%820CommonSOLE
747525103QCOMQUALCOMM INC$127,4080.08%800CommonSOLE
00287Y109ABBVABBVIE INC$123,9940.07%668CommonSOLE
03064D108COLDAMERICOLD REALTY TRUST INC$121,3990.07%7,300CommonSOLE
20825C104COPCONOCOPHILLIPS$116,8410.07%1,302CommonSOLE
09260D107BXBLACKSTONE INC$112,1850.07%750CommonSOLE
30050B101EVHEVOLENT HEALTH INC$109,5040.07%9,725CommonSOLE
753422104RPDRAPID7 INC$109,4050.07%4,730CommonSOLE
548661107LOWLOWES COS INC$105,8320.06%477CommonSOLE
882508104TXNTEXAS INSTRS INC$103,8100.06%500CommonSOLE
74762E102QUREQUANTA SVCS INC$100,5690.06%266CommonSOLE
78454L100SMSM ENERGY CO$100,3230.06%4,060CommonSOLE
65290E101NXTNEXTRACKER INC$94,6580.06%1,741CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$90,9000.05%1,000CommonSOLE
464287465EFAISHARES TR$89,3900.05%1,000CommonSOLE
209115104EDCONSOLIDATED EDISON INC$87,0030.05%867CommonSOLE
G5960L103MDTMEDTRONIC PLC$84,9910.05%975CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$82,5620.05%450CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$80,1280.05%746CommonSOLE
26856L103ELFE L F BEAUTY INC$72,7970.04%585CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$71,2150.04%348CommonSOLE
988498101YUMYUM BRANDS INC$68,6070.04%463CommonSOLE
729132100PLXSPLEXUS CORP$67,6550.04%500CommonSOLE
670346105NUENUCOR CORP$63,4750.04%490CommonSOLE
464287507IJHISHARES TR$62,0200.04%1,000CommonSOLE
609207105MDLZMONDELEZ INTL INC$61,3030.04%909CommonSOLE
902973304USBUS BANCORP DEL$59,3680.04%1,312CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$57,0920.03%450CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$56,8500.03%1,000CommonSOLE
78464A763SDYSPDR SERIES TRUST$56,1920.03%414CommonSOLE
369550108GDGENERAL DYNAMICS CORP$53,6650.03%184CommonSOLE
461202103INTUINTUIT$48,8330.03%62CommonSOLE
921909768VXUSVANGUARD STAR FDS$48,3630.03%700CommonSOLE
049560105ATOATMOS ENERGY CORP$46,2330.03%300CommonSOLE
46137V613PRFINVESCO EXCHANGE TRADED FD T$42,2700.03%1,000CommonSOLE
842587107SOSOUTHERN CO$41,3240.02%450CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$40,6700.02%250CommonSOLE
922908553VNQVANGUARD INDEX FDS$40,0770.02%450CommonSOLE
370334104GISGENERAL MLS INC$39,7900.02%768CommonSOLE
29364G103ETRENTERGY CORP NEW$37,0720.02%446CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$36,5950.02%500CommonSOLE
009158106APDAIR PRODS & CHEMS INC$36,1040.02%128CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$34,7780.02%250CommonSOLE
032654105ADIANALOG DEVICES INC$34,7510.02%146CommonSOLE
92338C103VLTOVERALTO CORP$31,0930.02%308CommonSOLE
285512109EAELECTRONIC ARTS INC$30,8220.02%193CommonSOLE
806857108SLBSCHLUMBERGER LTD$30,1500.02%892CommonSOLE
74340E103PGNYPROGYNY INC$28,8200.02%1,310CommonSOLE
464287739IYRISHARES TR$28,4310.02%300CommonSOLE
458140100INTCINTEL CORP$28,0000.02%1,250CommonSOLE
224408104CRCRANE COMPANY$26,2050.02%138CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$24,7550.01%250CommonSOLE
717081103PFEPFIZER INC$24,2400.01%1,000CommonSOLE
718546104PSXPHILLIPS 66$23,0250.01%193CommonSOLE
56585A102MPCMARATHON PETE CORP$22,7570.01%137CommonSOLE
428291108HXLHEXCEL CORP NEW$22,5960.01%400CommonSOLE
872540109TJXTJX COS INC NEW$21,8580.01%177CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$21,6500.01%125CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$21,3540.01%38CommonSOLE
871607107SNPSSYNOPSYS INC$21,0200.01%41CommonSOLE
071813109BAXBAXTER INTL INC$20,4090.01%674CommonSOLE
34959J108FTVFORTIVE CORP$20,1740.01%387CommonSOLE
863667101SYKSTRYKER CORPORATION$19,7820.01%50CommonSOLE
482480100KLACKLA CORP$18,8110.01%21CommonSOLE
64110L106NFLXNETFLIX INC$18,7480.01%14CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$17,6940.01%25CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$17,6260.01%40CommonSOLE
219350105GLWCORNING INC$16,8810.01%321CommonSOLE
020002101ALLALLSTATE CORP$15,7020.01%78CommonSOLE
876030107TPRTAPESTRY INC$15,6300.01%178CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$15,2760.01%330CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$14,7910.01%48CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$14,7580.01%104CommonSOLE
87724P106TMHCTAYLOR MORRISON HOME CORP$14,5570.01%237CommonSOLE
67059N108NTNXNUTANIX INC$14,2940.01%187CommonSOLE
759509102RSRELIANCE INC$13,8120.01%44CommonSOLE
526057104LENLENNAR CORP$13,6050.01%123CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$13,5200.01%150CommonSOLE
12572Q105CMECME GROUP INC$13,5050.01%49CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$13,4650.01%43CommonSOLE
05464C101AXONAXON ENTERPRISE INC$13,2470.01%16CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$13,1510.01%44CommonSOLE
22052L104CTVACORTEVA INC$13,1170.01%176CommonSOLE
718172109PMPHILIP MORRIS INTL INC$13,1130.01%72CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$12,7780.01%93CommonSOLE
778296103ROSTROSS STORES INC$12,7580.01%100CommonSOLE
001055102AFLAFLAC INC$12,4440.01%118CommonSOLE
03073E105CORCENCORA INC$12,2940.01%41CommonSOLE
00206R102TAT&T INC$11,8650.01%410CommonSOLE
04621X108AIZASSURANT INC$11,8490.01%60CommonSOLE
733174700BPOPPOPULAR INC$11,4620.01%104CommonSOLE
437076102HDHOME DEPOT INC$11,3660.01%31CommonSOLE
25746U109DDOMINION ENERGY INC$11,3040.01%200CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$11,2900.01%384CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$11,0820.01%200CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$10,9990.01%59CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$10,8840.01%34CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$10,7860.01%43CommonSOLE
595112103MUMICRON TECHNOLOGY INC$10,7230.01%87CommonSOLE
701094104PHPARKER-HANNIFIN CORP$10,4770.01%15CommonSOLE
929089100VOYAVOYA FINANCIAL INC$10,2950.01%145CommonSOLE
25243Q205DEODIAGEO PLC$10,0840.01%100CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$9,7870.01%46CommonSOLE
15135B101CNCCENTENE CORP DEL$9,7160.01%179CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$9,5200.01%123CommonSOLE
09062X103BIIBBIOGEN INC$9,4190.01%75CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$9,3490.01%21CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$9,2600.01%135CommonSOLE
260003108DOVDOVER CORP$9,1620.01%50CommonSOLE
278642103EBAYEBAY INC.$9,0100.01%121CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$9,0000.01%18CommonSOLE
88162G103TTEKTETRA TECH INC NEW$8,9900.01%250CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$8,9780.01%85CommonSOLE
48666K109KBHKB HOME$8,5810.01%162CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$8,5670.01%198CommonSOLE
231021106CMICUMMINS INC$8,5150.01%26CommonSOLE
042735100ARWARROW ELECTRS INC$8,4100.01%66CommonSOLE
26884L109EQTEQT CORP$8,2230.00%141CommonSOLE
91913Y100VLOVALERO ENERGY CORP$8,0650.00%60CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$8,0450.00%11CommonSOLE
26875P101EOGEOG RES INC$8,0140.00%67CommonSOLE
540424108LLOEWS CORP$7,7910.00%85CommonSOLE
008073108AVAVAEROVIRONMENT INC$7,6940.00%27CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$7,4210.00%72CommonSOLE
G8473T100STESTERIS PLC$7,2070.00%30CommonSOLE
81762P102NOWSERVICENOW INC$7,1970.00%7CommonSOLE
086516101BBYBEST BUY INC$7,1830.00%107CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$7,0160.00%112CommonSOLE
G87052109TELTE CONNECTIVITY PLC$6,9150.00%41CommonSOLE
45073V108ITTITT INC$6,9010.00%44CommonSOLE
758750103RRXREGAL REXNORD CORPORATION$6,8130.00%47CommonSOLE
783549108RRYDER SYS INC$6,5190.00%41CommonSOLE
89055F103BLDTOPBUILD CORP$6,4750.00%20CommonSOLE
88160R101TSLATESLA INC$6,3530.00%20CommonSOLE
78442P106SLMSLM CORP$6,2300.00%190CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$6,0390.00%11CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$5,9010.00%50CommonSOLE
127097103CTRACOTERRA ENERGY INC$5,8880.00%232CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$5,8870.00%23CommonSOLE
75524B104RBCRBC BEARINGS INC$5,7720.00%15CommonSOLE
336433107FSLRFIRST SOLAR INC$5,6280.00%34CommonSOLE
887389104TKRTIMKEN CO$5,5860.00%77CommonSOLE
227046109CROXCROCS INC$5,5700.00%55CommonSOLE
703343103PATKPATRICK INDS INC$5,5360.00%60CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$5,3890.00%30CommonSOLE
493732101KFRCKFORCE INC$5,3060.00%129CommonSOLE
504922105LHLABCORP HOLDINGS INC$5,2500.00%20CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$5,2170.00%16CommonSOLE
364760108GAPGAP INC$5,0820.00%233CommonSOLE
536797103LADLITHIA MTRS INC$5,0670.00%15CommonSOLE
74764Y205QNTMQUANTUM BIOPHARMA LTD$5,0630.00%250CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$4,6980.00%19CommonSOLE
912008109USFDUS FOODS HLDG CORP$4,6210.00%60CommonSOLE
682680103OKEONEOK INC NEW$4,5710.00%56CommonSOLE
92511U102VRRMVERRA MOBILITY CORP$4,4940.00%177CommonSOLE
983793100XPOXPO INC$4,4200.00%35CommonSOLE
448579102HHYATT HOTELS CORP$4,3290.00%31CommonSOLE
50050N103KTBKONTOOR BRANDS INC$4,2880.00%65CommonSOLE
46982L108JJACOBS SOLUTIONS INC$4,2060.00%32CommonSOLE
379577208GMEDGLOBUS MED INC$4,1310.00%70CommonSOLE
406216101HALHALLIBURTON CO$4,0150.00%197CommonSOLE
960413102WLKWESTLAKE CORPORATION$3,0370.00%40CommonSOLE
76655K103RGTIRIGETTI COMPUTING INC$2,9650.00%250CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$2,7360.00%86CommonSOLE
40434L105HPQHP INC$2,4460.00%100CommonNONE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$2,0450.00%100CommonNONE
16119P108CHTRCHARTER COMMUNICATIONS INC N$1,2260.00%3CommonSOLE
023939101AMTMAMENTUM HOLDINGS INC$240.00%1CommonSOLE

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.