MondegarAI
Cetera Trust Company, N.A

Q1 2026 · 13F-HR

Cetera Trust Company, N.Aholdings as filed

Filed 2026-05-08 · accession 0002005547-26-000003

$176.9M
Reported value
351
Positions
2026-03-31
Period end
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The Brief · Cetera Trust Company, N.A · Q1 2026

AI · grounded in 13F

Cetera Trust Company, N.A established a new position in BKNG valued at $1.27M. The fund significantly increased its holdings in NFLX by 11,267.86% and NEE by 211.25%. Conversely, the fund trimmed several positions, most notably reducing its stake in CVX by 81.71% and MCD by 71.51%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$10.1M5.69%39,642CommonSOLE
512807306LRCXLAM RESEARCH CORP$7.9M4.44%36,760CommonSOLE
58155Q103MCKMCKESSON CORP$5.2M2.95%6,025CommonSOLE
931142103WMTWALMART INC$5.0M2.83%40,315CommonSOLE
594918104MSFTMICROSOFT CORP$4.9M2.76%13,170CommonSOLE
02079K305GOOGLALPHABET INC$4.8M2.72%16,708CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$4.7M2.68%16,094CommonSOLE
023135106AMZNAMAZON COM INC$4.1M2.33%19,782CommonSOLE
11135F101AVGOBROADCOM INC$3.8M2.13%12,195CommonSOLE
75513E101RTXRTX CORPORATION$3.5M1.97%18,102CommonSOLE
031162100AMGNAMGEN INC$3.2M1.80%9,033CommonSOLE
060505104BACBANK AMERICA CORP$3.1M1.77%64,143CommonSOLE
92826C839VVISA INC$2.9M1.64%9,600CommonSOLE
09290D101BLKBLACKROCK INC$2.8M1.57%2,892CommonSOLE
31428X106FDXFEDEX CORP$2.7M1.54%7,645CommonSOLE
37045V100GMGENERAL MTRS CO$2.7M1.52%36,084CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$2.6M1.45%27,355CommonSOLE
025072703AVDEAMERICAN CENTY ETF TR$2.5M1.41%29,437CommonSOLE
438516106HONHONEYWELL INTL INC$2.4M1.37%10,735CommonSOLE
872590104TMUST-MOBILE US INC$2.4M1.37%11,525CommonSOLE
02079K107GOOGALPHABET INC$2.4M1.34%8,265CommonSOLE
191216100KOCOCA COLA CO$2.3M1.32%30,596CommonSOLE
247361702DALDELTA AIR LINES INC$2.3M1.29%34,454CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$2.3M1.28%4,591CommonSOLE
651639106NEMNEWMONT CORP$2.0M1.16%18,883CommonSOLE
59156R108METMETLIFE INC$1.9M1.09%27,160CommonSOLE
532457108LLYELI LILLY & CO$1.9M1.09%2,087CommonSOLE
79466L302CRMSALESFORCE INC$1.7M0.94%8,876CommonSOLE
65339F101NEENEXTERA ENERGY INC$1.6M0.92%17,520CommonSOLE
949746101WMT2WELLS FARGO & CO$1.6M0.90%19,926CommonSOLE
64110L106NFLXNETFLIX INC.$1.5M0.87%15,915CommonSOLE
88579Y101MMM3M CO$1.5M0.85%10,356CommonSOLE
40412C101HCAHCA HEALTHCARE INC$1.5M0.85%3,173CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$1.5M0.83%24,091CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$1.5M0.83%22,744CommonSOLE
254687106DISDISNEY WALT CO$1.4M0.80%14,692CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$1.4M0.76%17,979CommonSOLE
126650100CVSCVS HEALTH CORP$1.3M0.72%17,693CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$1.3M0.72%301CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$1.2M0.70%4,580CommonSOLE
025072604AVEMAMERICAN CENTY ETF TR$1.2M0.70%15,357CommonSOLE
745867101PHMPULTE GROUP INC$1.2M0.65%9,847CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$1.1M0.65%3,380CommonSOLE
19247G107COHRCOHERENT CORP$1.1M0.64%4,785CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$1.1M0.63%3,801CommonSOLE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$1.1M0.63%1,711CommonSOLE
20825C104COPCONOCOPHILLIPS$1.1M0.61%8,215CommonSOLE
278865100ECLECOLAB INC$1.0M0.59%3,942CommonSOLE
025816109AXPAMERICAN EXPRESS CO$986,0850.56%3,260CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$970,5230.55%974CommonSOLE
231561101CWCURTISS WRIGHT CORP$963,7850.54%1,415CommonSOLE
01741R102ATIATI INC$941,5630.53%6,473CommonSOLE
576323109MTZMASTEC INC$936,2630.53%2,910CommonSOLE
58933Y105MRKMERCK & CO INC$848,5260.48%7,054CommonSOLE
580135101MCDMCDONALDS CORP$755,2200.43%2,430CommonSOLE
N07059210ASMLASML HLDG NV$706,6440.40%535CommonSOLE
55306N104MKSIMKS INC.$669,8960.38%2,915CommonSOLE
H1467J104CBCHUBB LTD SWITZ$668,1570.38%2,050CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$652,6700.37%1,362CommonSOLE
617446448MSMORGAN STANLEY$626,0240.35%3,804CommonSOLE
Y2573F102FLEXFLEXTRONICS INTL LTD$592,4130.33%9,050CommonSOLE
53220K504LGNDLIGAND PHARMACEUTICALS INC$574,9920.33%2,880CommonSOLE
30303M102METAMETA PLATFORMS INC$562,4040.32%983CommonSOLE
606822104MUFGMITSUBISHI UFJ FINANCIAL GRO$560,3490.32%33,020CommonSOLE
20030N101CMCSACOMCAST CORP NEW$554,2470.31%19,305CommonSOLE
29977A105EVREVERCORE INC$543,2880.31%1,820CommonSOLE
66987V109NVSNOVARTIS AG$512,0180.29%3,352CommonSOLE
539439109LYGLLOYDS BANKING GROUP PLC$501,6170.28%99,725CommonSOLE
127190304CACICACI INTL INC$486,7640.28%895CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$483,0190.27%1,365CommonSOLE
05465C100AXAXOS FINANCIAL INC$467,5700.26%5,495CommonSOLE
464287200IVVISHARES TR$467,0450.26%715CommonSOLE
03076C106AMPAMERIPRISE FINL INC$466,6200.26%1,050CommonSOLE
892331307TMTOYOTA MOTOR CORP$461,6420.26%2,240CommonSOLE
911312106UPSUNITED PARCEL SVCS INC$459,2380.26%4,668CommonSOLE
456837103INGING GROEP N.V.$454,0520.26%17,430CommonSOLE
87162W100SNXTD SYNNEX CORPORATION$453,8300.26%2,690CommonSOLE
30231G102XOMEXXON MOBIL CORP$446,7150.25%2,633CommonSOLE
008252108AMGAFFILIATED MANAGERS GROUP$437,1860.25%1,580CommonSOLE
37733W204GSKGSK PLC$432,9660.24%7,845CommonSOLE
803054204SAPSAP SE$431,4490.24%2,520CommonSOLE
478160104JNJJOHNSON & JOHNSON$414,0810.23%1,694CommonSOLE
780259305SHELSHELL PLC$410,5950.23%4,415CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$404,5470.23%2,055CommonSOLE
40637H109HALOHALOZYME THERAPEUTICS INC$400,7060.23%6,200CommonSOLE
F92124100TTETOTALENERGIES SE$394,8530.22%4,340CommonSOLE
95040Q104WELLWELLTOWER INC$393,4430.22%1,990CommonSOLE
46090E103QQQINVESCO QQQ TR$384,9790.22%667CommonSOLE
16115Q308GTLSCHART INDS INC$382,4880.22%1,850CommonSOLE
002824100ABTABBOTT LABORATORIES$375,3620.21%3,656CommonSOLE
G9456A100GLNGGOLAR LNG LTD$375,2530.21%6,935CommonSOLE
835699307SONYSONY GROUP CORP$373,1180.21%18,025CommonSOLE
92857W308VODVODAFONE GROUP PLC$365,7370.21%24,350CommonSOLE
00790R104WMSADVANCED DRAIN SYS INC DEL$356,5380.20%2,600CommonSOLE
369604301GEGE AEROSPACE$352,4420.20%1,242CommonSOLE
012653101ALBALBEMARLE CORP$351,8790.20%1,960CommonSOLE
92276F100VTRVENTAS INC$350,8360.20%4,290CommonSOLE
500472303PHGKONINKLIJKE PHILIPS N V$350,3640.20%12,787CommonSOLE
038222105AMATAPPLIED MATLS INC$341,1060.19%998CommonSOLE
904767803ULUNILEVER PLC$337,8320.19%5,930CommonSOLE
03524A108BUDANHEUSER BUSCH INBEV SA NV$336,4450.19%4,850CommonSOLE
46284V101IRMIRON MTN INC DEL$335,5300.19%3,285CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP CO$332,0180.19%3,876CommonSOLE
253868103DLRDIGITAL RLTY TR INC$331,5860.19%1,840CommonSOLE
29444U700EQIXEQUINIX INC$328,3800.19%335CommonSOLE
80105N105SNYSANOFI SA$327,1420.18%6,790CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$321,1720.18%12,296CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$320,1280.18%2,430CommonSOLE
302520101FNBF N B CORP$320,0210.18%19,140CommonSOLE
G0692U109AXSAXIS CAP HLDGS LTD$318,9340.18%3,145CommonSOLE
103304101BYDBOYD GAMING CORP$318,8580.18%3,880CommonSOLE
48268K101KTKT CORP$315,8510.18%14,725CommonSOLE
742718109PGPROCTER & GAMBLE CO$313,1460.18%2,168CommonSOLE
74340W103PLDPROLOGIS INC.$310,6230.18%2,350CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$310,5720.18%1,665CommonSOLE
166764100CVXCHEVRON CORPORATION$307,6600.17%1,487CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$300,1780.17%1,660CommonSOLE
29670G102WTRGESSENTIAL UTILS INC$291,3530.16%7,235CommonSOLE
713448108PEPPEPSICO INC$290,7030.16%1,872CommonSOLE
576485205MTDRMATADOR RES CO$285,5740.16%4,520CommonSOLE
464287614IWFISHARES TR$283,9820.16%666CommonSOLE
87612E106TGTTARGET CORP$279,1240.16%2,303CommonSOLE
44930G107ICUIICU MED INC$275,7350.16%2,135CommonSOLE
907818108UNPUNION PAC CORP$271,2490.15%1,118CommonSOLE
147448104CWSTCASELLA WASTE SYS INC$270,9460.15%3,415CommonSOLE
36828A101GEVGE VERNOVA INC$269,7260.15%309CommonSOLE
32054K103FRFIRST INDL RLTY TR INC$267,2670.15%4,620CommonSOLE
M6191J100FROGJFROG LTD$264,9200.15%5,645CommonSOLE
00402L107ASOACADEMY SPORTS & OUTDOORS IN$261,0810.15%4,625CommonSOLE
758849103REGREGENCY CTRS CORP$261,0270.15%3,450CommonSOLE
17275R102CSCOCISCO SYS INC$255,6590.14%3,295CommonSOLE
149123101CATCATERPILLAR INC$254,3370.14%359CommonSOLE
438128308HMCHONDA MOTOR CO LTD$252,0950.14%10,370CommonSOLE
405024100HAEHAEMONETICS CORP MASS$250,8020.14%4,450CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$250,1460.14%1,032CommonSOLE
G0750C108AXTAAXALTA COATING SYS LTD$249,4390.14%9,005CommonSOLE
29670E107EPRTESSENTIAL PPTYS RLTY TR INC$248,9520.14%8,200CommonSOLE
896239100TRMBTRIMBLE INC$247,8740.14%3,800CommonSOLE
756109104OREALTY INCOME CORP$246,8610.14%4,035CommonSOLE
11135E203BNLBROADSTONE NET LEASE INC$246,6450.14%13,500CommonSOLE
004498101ACIWACI WORLDWIDE INC$245,4450.14%5,985CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$243,4280.14%12,705CommonSOLE
006739106ADUSADDUS HOMECARE CORP$242,0850.14%2,585CommonSOLE
02361E108AMRCAMERESCO INC$237,5330.13%9,315CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$235,5090.13%1,796CommonSOLE
74435K204PUKPRUDENTIAL PLC$234,4050.13%8,245CommonSOLE
68373J104LPROOPEN LENDING CORP$232,5000.13%186,000CommonSOLE
925652109VICIVICI PPTYS INC$225,4170.13%8,251CommonSOLE
866674104SUISUN CMNTYS INC$223,5790.13%1,775CommonSOLE
72703H101PLNTPLANET FITNESS MASTER ISSUER$221,2810.13%2,975CommonSOLE
224441105CXTCRANE NXT CO$221,2160.13%5,450CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$220,0590.12%1,855CommonSOLE
G2717C106CWKCUSHMAN AND WAKEFIELD LTD$219,5770.12%17,910CommonSOLE
25401T603DBRGDIGITALBRIDGE GROUP INC$218,1930.12%14,150CommonSOLE
03027X100AMTAMERICAN TOWER CORP$213,1360.12%1,235CommonSOLE
G54950103LINLINDE PLC$211,1940.12%426CommonSOLE
65290E101NXTNEXTPOWER INC$209,8780.12%1,741CommonSOLE
171484108CHDNCHURCHILL DOWNS INC$206,3400.12%2,297CommonSOLE
64828T201RITMRITHM CAPITAL CORP$205,0050.12%21,625CommonSOLE
G29183103ETNEATON CORP PLC$204,9450.12%573CommonSOLE
358039105FRPTFRESHPET INC$203,4120.11%3,450CommonSOLE
962166104WYWEYERHAEUSER CO$198,4940.11%8,125CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$197,6540.11%1,210CommonSOLE
85571B105STWDSTARWOOD PPTY TR INC$197,2550.11%11,455CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$196,6130.11%1,610CommonSOLE
67066G104NVDANVIDIA CORPORATION$195,3280.11%1,120CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$193,6790.11%715CommonSOLE
49446R109KIMKIMCO REALTY CORP$193,5790.11%8,615CommonSOLE
464287655IWMISHARES TR$182,2800.10%735CommonSOLE
911363109URIUNITED RENTALS INC$179,2260.10%246CommonSOLE
05589G102BWINTHE BALDWIN INSURANCE GRP IN$177,0560.10%8,070CommonSOLE
222795502CUZCOUSINS PPTYS INC$176,7230.10%7,830CommonSOLE
902653104UDRUDR INC$175,8250.10%5,205CommonSOLE
235851102DHRDANAHER CORP DEL$175,3800.10%925CommonSOLE
101121101BXPBXP INC$175,1630.10%3,375CommonSOLE
244199105DEDEERE & CO$174,6230.10%310CommonSOLE
297178105ESSESSEX PPTY TR INC$168,1900.10%695CommonSOLE
969457100WMBWILLIAMS COS INC$159,4610.09%2,191CommonSOLE
464287499IWRISHARES TR$158,9710.09%1,635CommonSOLE
83444M101SOLVSOLVENTUM CORP$153,2590.09%2,347CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$152,3060.09%9,270CommonSOLE
74762E102QUREQUANTA SVCS INC$146,0390.08%266CommonSOLE
00287Y109ABBVABBVIE INC$145,2830.08%668CommonSOLE
05368V106AVNTAVIENT CORPORATION$145,0190.08%3,995CommonSOLE
946784105WAYWAYSTAR HLDG CORP$142,9720.08%5,930CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$142,2520.08%5,095CommonSOLE
256677105DGDOLLAR GEN CORP$124,6670.07%1,050CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP$123,0590.07%715CommonSOLE
46187W107INVHINVITATION HOMES INC$120,0260.07%4,830CommonSOLE
548661107LOWLOWES COS INC$112,7060.06%477CommonSOLE
125523100CITHE CIGNA GROUP$106,9670.06%401CommonSOLE
747525103QCOMQUALCOMM INC$103,0240.06%800CommonSOLE
729132100PLXSPLEXUS CORP$101,2700.06%500CommonSOLE
18482P103CLFDCLEARFIELD INC$99,2630.06%3,750CommonSOLE
209115104EDCONSOLIDATED EDISON INC$98,1270.06%867CommonSOLE
81141R100SESEA LTD$97,7160.06%1,180CommonSOLE
464287465EFAISHARES TR$97,1300.05%1,000CommonSOLE
464287507IJHISHARES TR$96,1630.05%1,424CommonSOLE
03064D108COLDAMERICOLD REALTY TRUST INC$94,8320.05%8,275CommonSOLE
48242W106KBRKBR INC$93,1450.05%2,527CommonSOLE
882508104TXNTEXAS INSTRS INC$87,3630.05%450CommonSOLE
09260D107BXBLACKSTONE INC$86,2430.05%750CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$85,2300.05%1,000CommonSOLE
G5960L103MDTMEDTRONIC PLC$84,4840.05%975CommonSOLE
670346105NUENUCOR CORP$82,8590.05%490CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$77,7540.04%1,675CommonSOLE
988498101YUMYUM BRANDS INC$71,9870.04%463CommonSOLE
74340E103PGNYPROGYNY INC$71,4860.04%4,210CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$70,7760.04%450CommonSOLE
902973304USBUS BANCORP$68,2370.04%1,312CommonSOLE
26856L103ELFE L F BEAUTY INC$63,6410.04%1,050CommonSOLE
369550108GDGENERAL DYNAMICS CORP$63,1520.04%184CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$60,8540.03%450CommonSOLE
78464A763SDYSPDR SERIES TRUST$60,4190.03%414CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$56,6800.03%1,000CommonSOLE
46434G103IEMGISHARES INC$55,8000.03%800CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$55,7910.03%348CommonSOLE
921909768VXUSVANGUARD STAR FDS$53,9770.03%700CommonSOLE
29364G103ETRENTERGY CORP NEW$50,1130.03%446CommonSOLE
46137V613PRFINVESCO EXCHANGE TRADED FD T$47,5300.03%1,000CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$46,8120.03%746CommonSOLE
032654105ADIANALOG DEVICES INC$46,4480.03%146CommonSOLE
049560105ATOATMOS ENERGY CORP$46,1800.03%250CommonSOLE
806857108SLBSLB LIMITED$45,8400.03%892CommonSOLE
78454L100SMSM ENERGY COMPANY$44,7430.03%1,435CommonSOLE
458140100INTCINTEL CORP$44,1300.02%1,000CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$43,8840.02%300CommonSOLE
219350105GLWCORNING INC$43,6460.02%321CommonSOLE
842587107SOSOUTHERN CO$43,4340.02%450CommonSOLE
46435G326IDEVISHARES TR$43,2060.02%517CommonSOLE
46432F842IEFAISHARES TR$42,3680.02%468CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$37,5000.02%250CommonSOLE
009158106APDAIR PRODUCTS AND CHEMICALS I$37,1830.02%128CommonSOLE
55955D100MGNIMAGNITE INC$36,9470.02%3,110CommonSOLE
285512109EAELECTRONIC ARTS INC$35,6770.02%175CommonSOLE
56585A102MPCMARATHON PETE CORP$33,4530.02%137CommonSOLE
428291108HXLHEXCEL CORP NEW$32,3720.02%400CommonSOLE
46434V456IQLTISHARES TR$31,7140.02%686CommonSOLE
482480100KLACKLA CORP$30,9210.02%21CommonSOLE
595112103MUMICRON TECHNOLOGY INC$29,3920.02%87CommonSOLE
464287739IYRISHARES TR$28,3680.02%300CommonSOLE
872540109TJXTJX COS INC NEW$28,2670.02%177CommonSOLE
717081103PFEPFIZER INC$28,0800.02%1,000CommonSOLE
461202103INTUINTUIT$26,8080.02%62CommonSOLE
464287804IJRISHARES TR$25,9810.01%209CommonSOLE
876030107TPRTAPESTRY INC$25,1180.01%178CommonSOLE
224408104CRCRANE COMPANY$23,5980.01%138CommonSOLE
92338C103VLTOVERALTO CORP$22,8120.01%258CommonSOLE
50212V100LPLALPL FINL HLDGS INC$22,5620.01%75CommonSOLE
370334104GISGENERAL MILLS INC$21,8850.01%588CommonSOLE
778296103ROSTROSS STORES INC$21,6630.01%100CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$21,1570.01%104CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$21,1500.01%25CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$20,4140.01%150CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$20,0150.01%330CommonSOLE
83443Q103SOLSSOLSTICE ADVANCED MATLS INC$19,0400.01%250CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$18,9870.01%38CommonSOLE
78467X109DIASTATE STR SPDR DOW JONES IND$18,5280.01%40CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$18,3940.01%93CommonSOLE
97717X669DGRWWISDOMTREE TR$17,5680.01%200CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$16,8930.01%300CommonSOLE
863667101SYKSTRYKER CORPORATION$16,4300.01%50CommonSOLE
871607107SNPSSYNOPSYS INC$16,2560.01%41CommonSOLE
020002101ALLALLSTATE CORP$16,1730.01%78CommonSOLE
025072349AVLVAMERICAN CENTY ETF TR$16,1220.01%200CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$14,8410.01%43CommonSOLE
91913Y100VLOVALERO ENERGY CORP$14,8250.01%60CommonSOLE
22052L104CTVACORTEVA INC$14,7330.01%176CommonSOLE
231021106CMICUMMINS INC$13,9890.01%26CommonSOLE
733174700BPOPPOPULAR INC$13,9540.01%104CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$13,8470.01%150CommonSOLE
87724P106TMHCTAYLOR MORRISON HOME CORP$13,8030.01%237CommonSOLE
09062X103BIIBBIOGEN INC$13,7500.01%75CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$13,6380.01%125CommonSOLE
701094104PHPARKER-HANNIFIN CORP$13,4290.01%15CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$13,4140.01%200CommonSOLE
759509102RSRELIANCE INC$13,3720.01%44CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$13,3380.01%48CommonSOLE
04621X108AIZASSURANT INC$13,0690.01%60CommonSOLE
001055102AFLAFLAC INC$12,9460.01%118CommonSOLE
03073E105CORCENCORA INC$12,8800.01%41CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$12,8760.01%384CommonSOLE
25746U109DDOMINION ENERGY INC$12,3640.01%200CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$12,2800.01%18CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$12,2770.01%59CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$12,1830.01%123CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$12,0270.01%11CommonSOLE
718172109PMPHILIP MORRIS INTL INC$11,9040.01%72CommonSOLE
00206R102TAT&T INC$11,8860.01%410CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$11,8330.01%43CommonSOLE
34959J108FTVFORTIVE CORP$11,7750.01%213CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$11,5620.01%150CommonSOLE
071813109BAXBAXTER INTL INC$11,3230.01%674CommonSOLE
G51502105JCIJOHNSON CONTROLS INTERNATION$11,1310.01%85CommonSOLE
526057104LENLENNAR CORP$10,6810.01%123CommonSOLE
260003108DOVDOVER CORP$10,4230.01%50CommonSOLE
437076102HDHOME DEPOT INC$10,1960.01%31CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$9,9400.01%198CommonSOLE
929089100VOYAVOYA FINANCIAL INC$9,9060.01%145CommonSOLE
26875P101EOGEOG RES INC$9,6860.01%67CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$9,3770.01%21CommonSOLE
540424108LLOEWS CORP$9,0730.01%85CommonSOLE
26884L109EQTEQT CORP$8,9730.01%141CommonSOLE
758750103RRXREGAL REXNORD CORPORATION$8,8010.00%47CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$8,7250.00%44CommonSOLE
G87052109TELTE CONNECTIVITY PLC$8,5700.00%41CommonSOLE
783549108RRYDER SYS INC$8,3930.00%41CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$8,3920.00%46CommonSOLE
45073V108ITTITT INC$8,3830.00%44CommonSOLE
127097103CTRACOTERRA ENERGY INC$8,1520.00%232CommonSOLE
75524B104RBCRBC BEARINGS INC$8,1470.00%15CommonSOLE
887389104TKRTIMKEN CO$7,7440.00%77CommonSOLE
609207105MDLZMONDELEZ INTL INC$7,7240.00%134CommonSOLE
406216101HALHALLIBURTON CO$7,6810.00%197CommonSOLE
25243Q205DEODIAGEO PLC$7,4450.00%100CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$7,3640.00%34CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$7,2060.00%72CommonSOLE
67059N108NTNXNUTANIX INC$7,1080.00%187CommonSOLE
89055F103BLDTOPBUILD COR$7,0260.00%20CommonSOLE
086516101BBYBEST BUY INC$6,8690.00%107CommonSOLE
983793100XPOXPO INC$6,8090.00%35CommonSOLE
05464C101AXONAXON ENTERPRISE INC$6,7950.00%16CommonSOLE
336433107FSLRFIRST SOLAR INC$6,7070.00%34CommonSOLE
703343103PATKPATRICK INDS INC$6,6640.00%60CommonSOLE
G8473T100STESTERIS PLC$6,6340.00%30CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$6,6010.00%23CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$6,4750.00%11CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$6,1830.00%135CommonSOLE
379577208GMEDGLOBUS MED INC$6,0310.00%70CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$5,8790.00%30CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$5,6990.00%50CommonSOLE
364760108GAPGAP INC$5,6390.00%233CommonSOLE
504922105LHLABCORP HOLDINGS INC$5,3360.00%20CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$5,2940.00%16CommonSOLE
008073108AVAVAEROVIRONMENT INC$4,9420.00%27CommonSOLE
227046109CROXCROCS INC$4,5660.00%55CommonSOLE
448579102HHYATT HOTELS CORP$4,4570.00%31CommonSOLE
46982L108JJACOBS SOLUTIONS INC$4,0730.00%32CommonSOLE
78442P106SLMSLM CORP$4,0680.00%190CommonSOLE
536797103LADLITHIA MTRS INC$3,7460.00%15CommonSOLE
81762P102NOWSERVICENOW INC$3,6590.00%35CommonSOLE
76655K103RGTIRIGETTI COMPUTING INC$3,5100.00%250CommonSOLE
30050B101EVHEVOLENT HEALTH INC$3,4200.00%1,500CommonSOLE
277432100EMNEASTMAN CHEM CO$3,2820.00%43CommonSOLE
74743L100QQNITY ELECTRONICS INC$2,4230.00%21CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$2,3810.00%100CommonNONE
40434L105HPQHP INC$1,9210.00%100CommonNONE
750940108RALRALLIANT CORP$1,8300.00%44CommonSOLE
74764Y205QNTMQUANTUM BIOPHARMA LTD$1,2080.00%250CommonSOLE
N5505D105MICCMAGNUM ICE CREAM CO NV$7330.00%49CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC$6480.00%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.