MondegarAI
Cetera Trust Company, N.A

Q4 2025 · 13F-HR

Cetera Trust Company, N.Aholdings as filed

Filed 2026-02-13 · accession 0002005547-26-000002

$187.0M
Reported value
358
Positions
2025-12-31
Period end
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The Brief · Cetera Trust Company, N.A · Q4 2025

AI · grounded in 13F

Cetera Trust Company, N.A trimmed its position in CMCSA by 58.06%. The fund also closed positions in Unilever PLC and Cushman Wakefield PLC, with losses of $395,990 and $338,459 respectively. On the buy side, the fund accumulated shares of TMO by 4.14% and AMGN by 1.66%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$11.1M5.96%40,992CommonSOLE
512807306LRCXLAM RESEARCH CORP$6.8M3.65%39,910CommonSOLE
594918104MSFTMICROSOFT CORP$6.6M3.52%13,620CommonSOLE
02079K305GOOGLALPHABET INC$5.6M3.00%17,908CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$5.4M2.91%16,869CommonSOLE
58155Q103MCKMCKESSON CORP$5.2M2.78%6,325CommonSOLE
023135106AMZNAMAZON COM INC$4.8M2.56%20,732CommonSOLE
931142103WMTWALMART INC$4.7M2.50%41,890CommonSOLE
11135F101AVGOBROADCOM INC$4.3M2.30%12,450CommonSOLE
40412C101HCAHCA HEALTHCARE INC$3.7M1.99%7,955CommonSOLE
060505104BACBANK AMERICA CORP$3.7M1.97%66,943CommonSOLE
92826C839VVISA INC$3.5M1.88%10,025CommonSOLE
75513E101RTXRTX CORPORATION$3.5M1.86%18,927CommonSOLE
09290D101BLKBLACKROCK INC$3.3M1.74%3,047CommonSOLE
031162100AMGNAMGEN INC$3.1M1.66%9,508CommonSOLE
37045V100GMGENERAL MTRS CO$3.1M1.64%37,734CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$2.9M1.54%28,855CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$2.8M1.48%4,776CommonSOLE
02079K107GOOGALPHABET INC$2.6M1.41%8,390CommonSOLE
580135101MCDMCDONALDS CORP$2.6M1.39%8,529CommonSOLE
247361702DALDELTA AIR LINES INC DEL$2.5M1.34%36,154CommonSOLE
79466L302CRMSALESFORCE INC$2.5M1.34%9,446CommonSOLE
025072703AVDEAMERICAN CENTY ETF TR$2.4M1.30%29,437CommonSOLE
872590104TMUST-MOBILE US INC$2.4M1.29%11,850CommonSOLE
31428X106FDXFEDEX CORP$2.3M1.24%7,995CommonSOLE
532457108LLYELI LILLY & CO$2.2M1.20%2,087CommonSOLE
191216100KOCOCA COLA CO$2.2M1.19%31,771CommonSOLE
59156R108METMETLIFE INC$2.2M1.18%27,885CommonSOLE
438516106HONHONEYWELL INTL INC$2.2M1.16%11,160CommonSOLE
651639106NEMNEWMONT CORP$1.9M1.04%19,433CommonSOLE
949746101WMT2WELLS FARGO CO NEW$1.9M1.01%20,226CommonSOLE
254687106DISDISNEY WALT CO$1.7M0.90%14,842CommonSOLE
88579Y101MMM3M CO$1.7M0.89%10,356CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$1.6M0.84%4,738CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$1.5M0.79%17,329CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$1.5M0.78%22,969CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$1.3M0.71%3,776CommonSOLE
166764100CVXCHEVRON CORP NEW$1.2M0.66%8,130CommonSOLE
025816109AXPAMERICAN EXPRESS CO$1.2M0.65%3,260CommonSOLE
126650100CVSCVS HEALTH CORP$1.2M0.64%15,118CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$1.2M0.63%25,991CommonSOLE
025072604AVEMAMERICAN CENTY ETF TR$1.2M0.63%15,357CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$1.1M0.60%1,636CommonSOLE
745867101PHMPULTE GROUP INC$1.1M0.58%9,262CommonSOLE
278865100ECLECOLAB INC$1.0M0.55%3,942CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.0M0.55%3,380CommonSOLE
002824100ABTABBOTT LABS$964,6080.52%7,699CommonSOLE
19247G107COHRCOHERENT CORP$892,3960.48%4,835CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$861,4780.46%999CommonSOLE
256677105DGDOLLAR GEN CORP NEW$799,9390.43%6,025CommonSOLE
231561101CWCURTISS WRIGHT CORP$785,5600.42%1,425CommonSOLE
01741R102ATIATI INC$742,8410.40%6,473CommonSOLE
58933Y105MRKMERCK & CO INC$742,5040.40%7,054CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$697,1760.37%1,387CommonSOLE
617446448MSMORGAN STANLEY$675,3240.36%3,804CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$652,1150.35%1,465CommonSOLE
30303M102METAMETA PLATFORMS INC$648,8680.35%983CommonSOLE
H1467J104CBCHUBB LIMITED$639,8460.34%2,050CommonSOLE
576323109MTZMASTEC INC$637,9810.34%2,935CommonSOLE
29977A105EVREVERCORE INC$619,2550.33%1,820CommonSOLE
803054204SAPSAP SE$612,1330.33%2,520CommonSOLE
Y2573F102FLEXFLEX LTD$580,0320.31%9,600CommonSOLE
N07059210ASMLASML HOLDING N V$572,3750.31%535CommonSOLE
20030N101CMCSACOMCAST CORP NEW$555,3560.30%18,580CommonSOLE
53220K504LGNDLIGAND PHARMACEUTICALS INC$544,5220.29%2,880CommonSOLE
539439109LYGLLOYDS BANKING GROUP PLC$528,5430.28%99,725CommonSOLE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$523,6970.28%33,020CommonSOLE
03076C106AMPAMERIPRISE FINL INC$514,8570.28%1,050CommonSOLE
464287200IVVISHARES TR$489,7320.26%715CommonSOLE
456837103INGING GROEP N.V.$488,0400.26%17,430CommonSOLE
892331307TMTOYOTA MOTOR CORP$479,4940.26%2,240CommonSOLE
127190304CACICACI INTL INC$476,8650.26%895CommonSOLE
66987V109NVSNOVARTIS AG$475,9270.25%3,452CommonSOLE
05465C100AXAXOS FINANCIAL INC$473,4490.25%5,495CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$469,4660.25%4,733CommonSOLE
55306N104MKSIMKS INC.$465,8170.25%2,915CommonSOLE
835699307SONYSONY GROUP CORP$461,4400.25%18,025CommonSOLE
008252108AMGAFFILIATED MANAGERS GROUP IN$455,4820.24%1,580CommonSOLE
65339F101NEENEXTERA ENERGY INC$451,8960.24%5,629CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$446,0580.24%2,055CommonSOLE
046353108AZNNASTRAZENECA PLC$436,2080.23%4,745CommonSOLE
40637H109HALOHALOZYME THERAPEUTICS INC$417,2600.22%6,200CommonSOLE
95040Q104WELLWELLTOWER INC$415,7660.22%2,240CommonSOLE
87162W100SNXTD SYNNEX CORPORATION$404,1190.22%2,690CommonSOLE
37733W204GSKGSK PLC$384,7190.21%7,845CommonSOLE
369604301GEGE AEROSPACE$382,5730.20%1,242CommonSOLE
16115Q308GTLSCHART INDS INC$381,5260.20%1,850CommonSOLE
00790R104WMSADVANCED DRAIN SYS INC DEL$376,5580.20%2,600CommonSOLE
46090E103QQQINVESCO QQQ TR$369,8150.20%602CommonSOLE
92276F100VTRVENTAS INC$366,7810.20%4,740CommonSOLE
405024100HAEHAEMONETICS CORP MASS$356,6680.19%4,450CommonSOLE
M6191J100FROGJFROG LTD$352,5870.19%5,645CommonSOLE
478160104JNJJOHNSON & JOHNSON$350,5730.19%1,694CommonSOLE
74340W103PLDPROLOGIS INC.$350,0440.19%2,742CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP CO$348,5300.19%3,876CommonSOLE
500472303PHGKONINKLIJKE PHILIPS N V$346,2720.19%12,787CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$345,2300.18%1,865CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$344,6470.18%2,430CommonSOLE
68373J104LPROOPEN LENDING CORP$341,0000.18%220,000CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$337,0630.18%1,660CommonSOLE
G0692U109AXSAXIS CAP HLDGS LTD$336,7980.18%3,145CommonSOLE
147448104CWSTCASELLA WASTE SYS INC$334,4650.18%3,415CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$333,2220.18%12,296CommonSOLE
103304101BYDBOYD GAMING CORP$330,7310.18%3,880CommonSOLE
80105N105SNYSANOFI SA$329,0430.18%6,790CommonSOLE
302520101FNBF N B CORP$327,2940.18%19,140CommonSOLE
780259305SHELSHELL PLC$324,4140.17%4,415CommonSOLE
72703H101PLNTPLANET FITNESS INC$322,6980.17%2,975CommonSOLE
92857W308VODVODAFONE GROUP PLC NEW$321,6640.17%24,350CommonSOLE
30231G102XOMEXXON MOBIL CORP$316,8550.17%2,633CommonSOLE
253868103DLRDIGITAL RLTY TR INC$315,6080.17%2,040CommonSOLE
464287614IWFISHARES TR$315,2180.17%666CommonSOLE
87161C501SYU1SYNOVUS FINL CORP$311,0110.17%6,214CommonSOLE
742718109PGPROCTER AND GAMBLE CO$310,6960.17%2,168CommonSOLE
03524A108BUDANHEUSER BUSCH INBEV SA/NV$310,5940.17%4,850CommonSOLE
438128308HMCHONDA MOTOR LTD$305,7080.16%10,370CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$305,6890.16%1,032CommonSOLE
44930G107ICUIICU MED INC$304,6000.16%2,135CommonSOLE
464287564ICFISHARES TR$302,8250.16%5,075CommonSOLE
896239100TRMBTRIMBLE INC$297,7300.16%3,800CommonSOLE
32054K103FRFIRST INDL RLTY TR INC$297,5180.16%5,195CommonSOLE
46284V101IRMIRON MTN INC DEL$297,3760.16%3,585CommonSOLE
29444U700EQIXEQUINIX INC$291,1410.16%380CommonSOLE
G0750C108AXTAAXALTA COATING SYS LTD$290,9520.16%9,005CommonSOLE
004498101ACIWACI WORLDWIDE INC$286,1430.15%5,985CommonSOLE
48268K101KTKT CORP$279,3330.15%14,725CommonSOLE
006739106ADUSADDUS HOMECARE CORP$277,6030.15%2,585CommonSOLE
29670G102WTRGESSENTIAL UTILS INC$277,5350.15%7,235CommonSOLE
012653101ALBALBEMARLE CORP$277,2220.15%1,960CommonSOLE
02361E108AMRCAMERESCO INC$272,8360.15%9,315CommonSOLE
713448108PEPPEPSICO INC$268,6690.14%1,872CommonSOLE
29670E107EPRTESSENTIAL PPTYS RLTY TR INC$266,9400.14%9,000CommonSOLE
64828T201RITMRITHM CAPITAL CORP$263,5080.14%24,175CommonSOLE
758849103REGREGENCY CTRS CORP$263,2110.14%3,813CommonSOLE
25401T603DBRGDIGITALBRIDGE GROUP INC$261,5470.14%17,050CommonSOLE
171484108CHDNCHURCHILL DOWNS INC$261,3530.14%2,297CommonSOLE
11135E203BNLBROADSTONE NET LEASE INC$258,8130.14%14,900CommonSOLE
907818108UNPUNION PAC CORP$258,6160.14%1,118CommonSOLE
925652109VICIVICI PPTYS INC$258,5350.14%9,194CommonSOLE
G9456A100GLNGGOLAR LNG LTD$258,0510.14%6,935CommonSOLE
17275R102CSCOCISCO SYS INC$257,6650.14%3,345CommonSOLE
74435K204PUKPRUDENTIAL PLC$256,5840.14%8,245CommonSOLE
224441105CXTCRANE NXT CO$256,5320.14%5,450CommonSOLE
038222105AMATAPPLIED MATLS INC$256,4760.14%998CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$249,1950.13%14,055CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$246,5650.13%1,775CommonSOLE
866674104SUISUN CMNTYS INC$243,4830.13%1,965CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$242,0490.13%1,335CommonSOLE
101121101BXPBXP INC$239,5540.13%3,550CommonSOLE
756109104OREALTY INCOME CORP$237,3180.13%4,210CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$232,6300.12%1,325CommonSOLE
00402L107ASOACADEMY SPORTS & OUTDOORS IN$231,0650.12%4,625CommonSOLE
85571B105STWDSTARWOOD PPTY TR INC$230,6180.12%12,805CommonSOLE
235851102DHRDANAHER CORPORATION$228,9200.12%1,000CommonSOLE
222795502CUZCOUSINS PPTYS INC$225,7040.12%8,755CommonSOLE
87612E106TGTTARGET CORP$225,1180.12%2,303CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$224,0540.12%1,930CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$217,3560.12%9,175CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$211,0870.11%1,621CommonSOLE
358039105FRPTFRESHPET INC$210,2090.11%3,450CommonSOLE
149123101CATCATERPILLAR INC$205,6600.11%359CommonSOLE
36828A101GEVGE VERNOVA INC$201,9530.11%309CommonSOLE
911363109URIUNITED RENTALS INC$199,0930.11%246CommonSOLE
902653104UDRUDR INC$197,3380.11%5,380CommonSOLE
946784105WAYWAYSTAR HLDG CORP$194,2080.10%5,930CommonSOLE
05589G102BWINTHE BALDWIN INSURANCE GRP IN$193,9220.10%8,070CommonSOLE
576485205MTDRMATADOR RES CO$191,8290.10%4,520CommonSOLE
83444M101SOLVSOLVENTUM CORP$185,9760.10%2,347CommonSOLE
G29183103ETNEATON CORP PLC$182,5060.10%573CommonSOLE
G54950103LINLINDE PLC$181,6420.10%426CommonSOLE
464287655IWMISHARES TR$180,9280.10%735CommonSOLE
49446R109KIMKIMCO RLTY CORP$177,6670.10%8,765CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$176,4600.09%680CommonSOLE
297178105ESSESSEX PPTY TR INC$171,4000.09%655CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$165,1550.09%5,145CommonSOLE
464287499IWRISHARES TR$157,4010.08%1,635CommonSOLE
67066G104NVDANVIDIA CORPORATION$152,9300.08%820CommonSOLE
00287Y109ABBVABBVIE INC$152,6310.08%668CommonSOLE
65290E101NXTNEXTPOWER INC$151,6590.08%1,741CommonSOLE
81141R100SESEA LTD$150,5330.08%1,180CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$145,4440.08%9,045CommonSOLE
244199105DEDEERE & CO$144,3270.08%310CommonSOLE
747525103QCOMQUALCOMM INC$136,8400.07%800CommonSOLE
969457100WMBWILLIAMS COS INC$131,7010.07%2,191CommonSOLE
05368V106AVNTAVIENT CORPORATION$124,8040.07%3,995CommonSOLE
18482P103CLFDCLEARFIELD INC$123,8880.07%4,250CommonSOLE
09260D107BXBLACKSTONE INC$115,6050.06%750CommonSOLE
548661107LOWLOWES COS INC$115,0330.06%477CommonSOLE
74762E102QUREQUANTA SVCS INC$112,2680.06%266CommonSOLE
125523100CITHE CIGNA GROUP$110,3670.06%401CommonSOLE
74340E103PGNYPROGYNY INC$108,1130.06%4,210CommonSOLE
48242W106KBRKBR INC$106,6100.06%2,652CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$104,4520.06%540CommonSOLE
46187W107INVHINVITATION HOMES INC$100,1830.05%3,605CommonSOLE
464287465EFAISHARES TR$96,0300.05%1,000CommonSOLE
464287507IJHISHARES TR$93,9840.05%1,424CommonSOLE
G5960L103MDTMEDTRONIC PLC$93,6590.05%975CommonSOLE
20825C104COPCONOCOPHILLIPS$91,2700.05%975CommonSOLE
882508104TXNTEXAS INSTRS INC$86,7450.05%500CommonSOLE
209115104EDCONSOLIDATED EDISON INC$86,1100.05%867CommonSOLE
670346105NUENUCOR CORP$79,9240.04%490CommonSOLE
26856L103ELFE L F BEAUTY INC$79,8420.04%1,050CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$79,0200.04%1,000CommonSOLE
03064D108COLDAMERICOLD REALTY TRUST INC$76,1960.04%5,925CommonSOLE
46434G103IEMGISHARES INC$75,0850.04%1,117CommonSOLE
729132100PLXSPLEXUS CORP$73,5000.04%500CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$72,8820.04%450CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$71,1310.04%746CommonSOLE
988498101YUMYUM BRANDS INC$70,0430.04%463CommonSOLE
902973304USBUS BANCORP DEL$70,0080.04%1,312CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$64,1020.03%348CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$62,0100.03%450CommonSOLE
369550108GDGENERAL DYNAMICS CORP$61,9450.03%184CommonSOLE
78464A763SDYSPDR SERIES TRUST$57,6120.03%414CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$57,2400.03%1,000CommonSOLE
921909768VXUSVANGUARD STAR FDS$52,8080.03%700CommonSOLE
55955D100MGNIMAGNITE INC$50,4750.03%3,110CommonSOLE
46137V613PRFINVESCO EXCHANGE TRADED FD T$46,9200.03%1,000CommonSOLE
46435G326IDEVISHARES TR$42,6420.02%517CommonSOLE
049560105ATOATMOS ENERGY CORP$41,9080.02%250CommonSOLE
46432F842IEFAISHARES TR$41,8670.02%468CommonSOLE
29364G103ETRENTERGY CORP NEW$41,2240.02%446CommonSOLE
461202103INTUINTUIT$41,0700.02%62CommonSOLE
032654105ADIANALOG DEVICES INC$39,5950.02%146CommonSOLE
285512109EAELECTRONIC ARTS INC$39,4360.02%193CommonSOLE
842587107SOSOUTHERN CO$39,2400.02%450CommonSOLE
458140100INTCINTEL CORP$36,9000.02%1,000CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$34,4900.02%250CommonSOLE
806857108SLBSLB LIMITED$34,2350.02%892CommonSOLE
009158106APDAIR PRODS & CHEMS INC$31,6190.02%128CommonSOLE
46434V456IQLTISHARES TR$31,1790.02%686CommonSOLE
97717X669DGRWWISDOMTREE TR$31,0320.02%347CommonSOLE
428291108HXLHEXCEL CORP NEW$29,5600.02%400CommonSOLE
025072349AVLVAMERICAN CENTY ETF TR$29,0200.02%383CommonSOLE
464287739IYRISHARES TR$28,1670.02%300CommonSOLE
219350105GLWCORNING INC$28,1070.02%321CommonSOLE
370334104GISGENERAL MLS INC$27,3420.01%588CommonSOLE
872540109TJXTJX COS INC NEW$27,1890.01%177CommonSOLE
78454L100SMSM ENERGY CO$26,8350.01%1,435CommonSOLE
50212V100LPLALPL FINL HLDGS INC$26,7880.01%75CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$26,4200.01%500CommonSOLE
92338C103VLTOVERALTO CORP$25,7430.01%258CommonSOLE
482480100KLACKLA CORP$25,5170.01%21CommonSOLE
224408104CRCRANE COMPANY$25,4510.01%138CommonSOLE
464287804IJRISHARES TR$25,1180.01%209CommonSOLE
717081103PFEPFIZER INC$24,9000.01%1,000CommonSOLE
595112103MUMICRON TECHNOLOGY INC$24,8310.01%87CommonSOLE
876030107TPRTAPESTRY INC$22,7430.01%178CommonSOLE
56585A102MPCMARATHON PETE CORP$22,2800.01%137CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$22,2730.01%104CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$21,9750.01%25CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$21,8380.01%250CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$21,6930.01%38CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$20,2040.01%125CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$19,5750.01%150CommonSOLE
871607107SNPSSYNOPSYS INC$19,2590.01%41CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$19,2230.01%40CommonSOLE
778296103ROSTROSS STORES INC$18,0140.01%100CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$17,8000.01%330CommonSOLE
863667101SYKSTRYKER CORPORATION$17,5740.01%50CommonSOLE
277432100EMNEASTMAN CHEM CO$17,1060.01%268CommonSOLE
020002101ALLALLSTATE CORP$16,2360.01%78CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$15,9060.01%325CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$15,0040.01%48CommonSOLE
04621X108AIZASSURANT INC$14,4510.01%60CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$13,9810.01%93CommonSOLE
87724P106TMHCTAYLOR MORRISON HOME CORP$13,9520.01%237CommonSOLE
03073E105CORCENCORA INC$13,8480.01%41CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$13,6820.01%150CommonSOLE
231021106CMICUMMINS INC$13,2720.01%26CommonSOLE
09062X103BIIBBIOGEN INC$13,1990.01%75CommonSOLE
701094104PHPARKER-HANNIFIN CORP$13,1840.01%15CommonSOLE
64110L106NFLXNETFLIX INC$13,1260.01%140CommonSOLE
001055102AFLAFLAC INC$13,0120.01%118CommonSOLE
733174700BPOPPOPULAR INC$12,9500.01%104CommonSOLE
071813109BAXBAXTER INTL INC$12,8800.01%674CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$12,8620.01%200CommonSOLE
759509102RSRELIANCE INC$12,7100.01%44CommonSOLE
526057104LENLENNAR CORP$12,6440.01%123CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$12,6240.01%43CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$12,3150.01%59CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$11,9940.01%43CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$11,8050.01%44CommonSOLE
22052L104CTVACORTEVA INC$11,7970.01%176CommonSOLE
34959J108FTVFORTIVE CORP$11,7600.01%213CommonSOLE
25746U109DDOMINION ENERGY INC$11,7180.01%200CommonSOLE
718172109PMPHILIP MORRIS INTL INC$11,5490.01%72CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$11,1490.01%46CommonSOLE
929089100VOYAVOYA FINANCIAL INC$10,8010.01%145CommonSOLE
437076102HDHOME DEPOT INC$10,6670.01%31CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$10,5560.01%384CommonSOLE
278642103EBAYEBAY INC.$10,5390.01%121CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$10,4530.01%123CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$10,2640.01%18CommonSOLE
00206R102TAT&T INC$10,1840.01%410CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$10,1790.01%85CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$9,9700.01%11CommonSOLE
91913Y100VLOVALERO ENERGY CORP$9,7670.01%60CommonSOLE
260003108DOVDOVER CORP$9,7620.01%50CommonSOLE
67059N108NTNXNUTANIX INC$9,6660.01%187CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$9,5210.01%21CommonSOLE
G87052109TELTE CONNECTIVITY PLC$9,3280.00%41CommonSOLE
48666K109KBHKB HOME$9,1380.00%162CommonSOLE
05464C101AXONAXON ENTERPRISE INC$9,0870.00%16CommonSOLE
540424108LLOEWS CORP$8,9510.00%85CommonSOLE
336433107FSLRFIRST SOLAR INC$8,8820.00%34CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$8,7990.00%34CommonSOLE
25243Q205DEODIAGEO PLC$8,6270.00%100CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$8,5870.00%112CommonSOLE
89055F103BLDTOPBUILD CORP$8,3440.00%20CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$8,0650.00%198CommonSOLE
783549108RRYDER SYS INC$7,8470.00%41CommonSOLE
45073V108ITTITT INC$7,6340.00%44CommonSOLE
G8473T100STESTERIS PLC$7,6060.00%30CommonSOLE
26884L109EQTEQT CORP$7,5580.00%141CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$7,4640.00%72CommonSOLE
042735100ARWARROW ELECTRS INC$7,2720.00%66CommonSOLE
609207105MDLZMONDELEZ INTL INC$7,2130.00%134CommonSOLE
086516101BBYBEST BUY INC$7,1620.00%107CommonSOLE
26875P101EOGEOG RES INC$7,0360.00%67CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$6,8490.00%11CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$6,8040.00%50CommonSOLE
75524B104RBCRBC BEARINGS INC$6,7260.00%15CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$6,6410.00%23CommonSOLE
758750103RRXREGAL REXNORD CORPORATION$6,5950.00%47CommonSOLE
008073108AVAVAEROVIRONMENT INC$6,5310.00%27CommonSOLE
703343103PATKPATRICK INDS INC$6,5060.00%60CommonSOLE
887389104TKRTIMKEN CO$6,4780.00%77CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$6,3620.00%16CommonSOLE
379577208GMEDGLOBUS MED INC$6,1120.00%70CommonSOLE
127097103CTRACOTERRA ENERGY INC$6,1060.00%232CommonSOLE
30050B101EVHEVOLENT HEALTH INC$6,0000.00%1,500CommonSOLE
364760108GAPGAP INC$5,9650.00%233CommonSOLE
406216101HALHALLIBURTON CO$5,5670.00%197CommonSOLE
76655K103RGTIRIGETTI COMPUTING INC$5,5380.00%250CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$5,4270.00%135CommonSOLE
81762P102NOWSERVICENOW INC$5,3620.00%35CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$5,2060.00%30CommonSOLE
78442P106SLMSLM CORP$5,1410.00%190CommonSOLE
504922105LHLABCORP HOLDINGS INC$5,0180.00%20CommonSOLE
536797103LADLITHIA MTRS INC$4,9850.00%15CommonSOLE
448579102HHYATT HOTELS CORP$4,9700.00%31CommonSOLE
983793100XPOXPO INC$4,7570.00%35CommonSOLE
227046109CROXCROCS INC$4,7040.00%55CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$4,6800.00%19CommonSOLE
912008109USFDUS FOODS HLDG CORP$4,5190.00%60CommonSOLE
46982L108JJACOBS SOLUTIONS INC$4,2390.00%32CommonSOLE
682680103OKEONEOK INC NEW$4,1160.00%56CommonSOLE
493732101KFRCKFORCE INC$3,9890.00%129CommonSOLE
50050N103KTBKONTOOR BRANDS INC$3,9710.00%65CommonSOLE
92511U102VRRMVERRA MOBILITY CORP$3,9670.00%177CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$3,1500.00%86CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$2,4020.00%100CommonNONE
750940108RALRALLIANT CORP$2,2400.00%44CommonSOLE
40434L105HPQHP INC$2,2280.00%100CommonNONE
74764Y205QNTMQUANTUM BIOPHARMA LTD$1,8250.00%250CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$6260.00%3CommonSOLE
023939101AMTMAMENTUM HOLDINGS INC$290.00%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.