MondegarAI
Bare Financial Services, Inc

Q3 2025 · 13F-HR

Bare Financial Services, Incholdings as filed

Filed 2025-11-12 · accession 0002009426-25-000005

$334.8M
Reported value
1,392
Positions
2025-09-30
Period end
View analyzed profile →PRO

The Brief · Bare Financial Services, Inc · Q3 2025

AI · grounded in 13F

Bare Financial Services, Inc established a new position in the iShares Core S&P 500 ETF IVV valued at $41.6M. The fund also initiated new holdings in the iShares Core MSCI EAFE ETF IEFA for $31.5M and the Vanguard Value ETF VTV for $29.9M. Additional new positions include the Avantis U.S. Small Cap Value ETF AVUV at $29.3M and the Vanguard Total Bond Market ETF BND at $28.6M.

Holdings as filed

First 500 of 1392

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES CORE S&P 500 ETF$41.6M12.4%62,117CommonSOLE
46432F842IEFAISHARES CORE MSCI EAFE ETF$31.5M9.40%360,613CommonSOLE
922908744VTVVANGUARD VALUE ETF$29.9M8.92%160,217CommonSOLE
025072877AVUVAVANTIS U.S. SMALL CAP VALUE ETF$29.3M8.76%294,833CommonSOLE
921937835BNDVANGUARD TOTAL BOND MARKET ETF$28.6M8.53%384,148CommonSOLE
66538H419WWJDINSPIRE INTERNATIONAL ETF$17.6M5.27%500,215CommonSOLE
66538H633IBDINSPIRE CORPORATE BOND ETF$16.3M4.86%673,970CommonSOLE
72201R585PYLDPIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND$14.5M4.32%539,364CommonSOLE
92206C680VONGVANGUARD RUSSELL 1000 GROWTH ETF$10.3M3.06%85,168CommonSOLE
46434G764EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF$10.0M2.98%147,842CommonSOLE
887432342TPSCTIMOTHY PLAN US SMALL CAP CORE ETF$9.9M2.96%238,817CommonSOLE
22767F103CLCGCROSSMARK LARGE CAP GROWTH ETF$9.5M2.85%352,546CommonSOLE
887432359TPLCTIMOTHY PLAN US LARGE/MID CAP CORE ETF$9.2M2.76%199,419CommonSOLE
86280R811ELCVEVENTIDE HIGH DIVIDEND ETF$9.2M2.75%344,928CommonSOLE
66538H534BIBLINSPIRE 100 ETF$9.2M2.74%206,797CommonSOLE
922908538VOTVANGUARD MID-CAP GROWTH ETF$8.4M2.50%28,509CommonSOLE
14019W109CGXUCAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF$4.3M1.28%144,571CommonSOLE
464287630IWNISHARES RUSSELL 2000 VALUE ETF$3.9M1.17%22,199CommonSOLE
464287408IVEISHARES S&P 500 VALUE ETF$3.9M1.16%18,856CommonSOLE
464287648IWOISHARES RUSSELL 2000 GROWTH ETF$3.9M1.15%12,070CommonSOLE
464288414MUBISHARES NATIONAL MUNI BOND ETF$3.7M1.11%34,957CommonSOLE
922908769VTIVANGUARD TOTAL STOCK MARKET ETF$3.5M1.04%10,628CommonSOLE
210322202SOVFSovereigns Capital Flourish Fund$3.2M0.97%107,124CommonSOLE
464287655IWMISHARES RUSSELL 2000 ETF$1.5M0.44%6,105CommonSOLE
14021D107CGBLCAPITAL GROUP CORE BALANCED ETF$1.5M0.44%42,441CommonSOLE
037833100AAPLAPPLE INC COM$1.4M0.42%5,574CommonSOLE
66538H641ISMDINSPIRE SMALL/MID CAP ETF$1.1M0.33%28,537CommonSOLE
464287309IVWISHARES S&P 500 GROWTH ETF$940,1670.28%7,788CommonSOLE
92206C409VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF$765,1700.23%9,573CommonSOLE
67066G104NVDANVIDIA CORPORATION COM$738,6700.22%3,959CommonSOLE
92204A702VGTVANGUARD INFORMATION TECHNOLOGY ETF$706,3800.21%946CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP COM$699,1320.21%2,125CommonSOLE
92204A504VHTVANGUARD HEALTH CARE ETF$646,3090.19%2,490CommonSOLE
887432326TPHDTIMOTHY PLAN HIGH DIVIDEND STOCK ETF$498,7430.15%12,679CommonSOLE
14021L109CGDGCAPITAL GROUP DIVIDEND GROWERS ETF$467,7750.14%13,500CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC COM$435,5140.13%2,167CommonSOLE
02079K305GOOGLALPHABET INC CAP STK CL A$344,7160.10%1,418CommonSOLE
360271100FULTFULTON FINL CORP PA COM$326,5130.10%17,526CommonSOLE
023135106AMZNAMAZON COM INC COM$294,8830.09%1,343CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$289,2500.09%4,450CommonSOLE
46090E103QQQINVESCO QQQ TRUST SERIES I$280,9730.08%468CommonSOLE
78463V107GLDSPDR Gold Shares ETF$270,5130.08%761CommonSOLE
30161N101EXCEXELON CORP COM$228,3810.07%5,074CommonSOLE
594918104MSFTMICROSOFT CORP COM$207,1800.06%400CommonSOLE
30290Y101FSCOFS CREDIT OPPORTUNITIES CORP COMMON STOCK$203,1400.06%29,398CommonSOLE
922908611VBRVANGUARD SMALL CAP VALUE ETF$182,2040.05%873CommonSOLE
783859101STBAS & T BANCORP INC COM$163,1780.05%4,341CommonSOLE
81369Y803XLKTECHNOLOGY SELECT SECTOR SPDR FUND$162,9150.05%578CommonSOLE
811707801SBCFSEACOAST BKG CORP FLA COM NEW$138,3350.04%4,546CommonSOLE
922908553VNQVANGUARD REAL ESTATE ETF$131,0960.04%1,434CommonSOLE
464287481IWPISHARES RUSSELL MID-CAP GROWTH ETF$129,5930.04%910CommonSOLE
885160101THOTHOR INDS INC COM$122,6650.04%1,183CommonSOLE
69351T106PPLPPL CORP COM$116,5690.03%3,137CommonSOLE
46625H100JPMJPMORGAN CHASE & CO. COM$112,9240.03%358CommonSOLE
78464A508SPYVSPDR PORTFOLIO S&P 500 VALUE ETF$110,6600.03%2,000CommonSOLE
464287473IWSISHARES RUSSELL MID-CAP VALUE ETF$109,5010.03%784CommonSOLE
14020Y201CGMUCAPITAL GROUP MUNICIPAL INCOME ETF$105,2550.03%3,857CommonSOLE
46428Q109SLViShares Silver Trust ETF$102,8320.03%2,427CommonSOLE
69374H881COWZPACER US CASH COWS 100 ETF$99,7680.03%1,736CommonSOLE
11135F101AVGOBROADCOM INC COM$98,6430.03%299CommonSOLE
02079K107GOOGALPHABET INC CAP STK CL C$92,3060.03%379CommonSOLE
88160R101TSLATESLA INC COM$90,7230.03%204CommonSOLE
922908637VVVANGUARD LARGE-CAP ETF$88,0480.03%286CommonSOLE
464287788IYFISHARES U.S. FINANCIALS ETF$87,1280.03%688CommonSOLE
744320102PRUPRUDENTIAL FINL INC COM$73,3440.02%707CommonSOLE
464288778IATISHARES U.S. REGIONAL BANKS ETF$72,2810.02%1,376CommonSOLE
345370860FFORD MTR CO COM$70,2770.02%5,876CommonSOLE
437076102HDHOME DEPOT INC COM$68,8820.02%170CommonSOLE
81369Y605XLFFinancial Select Sector SPDR ETF$65,5600.02%1,217CommonSOLE
92936U109WPCWP CAREY INC COM$58,4480.02%865CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC COM$57,9200.02%358CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW$57,8150.02%115CommonSOLE
75526L860COPYTWEEDY BROWNE INSIDER VALUE ETF TRUST UNITS$53,4460.02%4,341CommonSOLE
78463X889SPDWSPDR PORTFOLIO DEVELOPED WORLD EX-US ETF$51,7760.02%1,210CommonSOLE
146280508SILASILA REALTY TRUST INC CLASS A$51,6310.02%2,057CommonSOLE
921910840MGVVANGUARD MEGA CAP VALUE ETF$48,8980.01%355CommonSOLE
038222105AMATAPPLIED MATLS INC COM$48,1140.01%235CommonSOLE
78464A763SDYSPDR S&P DIVIDEND ETF$47,8970.01%342CommonSOLE
66537J796PTLINSPIRE 500 ETF$47,5430.01%191CommonSOLE
35473P769FLINFRANKLIN FTSE INDIA ETF$46,7240.01%1,253CommonSOLE
191216100KOCOCA COLA CO COM$45,0320.01%679CommonSOLE
902681105UGIUGI CORP NEW COM$44,7340.01%1,345CommonSOLE
30231G102XOMEXXON MOBIL CORP COM$43,2970.01%384CommonSOLE
35473P686FLTWFRANKLIN FTSE TAIWAN ETF$42,2270.01%719CommonSOLE
00217D100ASTSAST SPACEMOBILE INC COM CL A$40,5400.01%826CommonSOLE
25434V708DFACDIMENSIONAL U.S. CORE EQUITY 2 ETF$38,8400.01%1,007CommonSOLE
06417N103OZKBANK OZK LITTLE ROCK ARK COM$37,8270.01%742CommonSOLE
30303M102METAMETA PLATFORMS INC CL A$37,4530.01%51CommonSOLE
060505104BACBANK AMERICA CORP COM$37,3510.01%724CommonSOLE
532457108LLYELI LILLY & CO COM$36,6240.01%48CommonSOLE
040413205ANETARISTA NETWORKS INC COM SHS$36,4280.01%250CommonSOLE
92826C839VVISA INC COM CL A$35,8450.01%105CommonSOLE
552953101MGMMGM RESORTS INTERNATIONAL COM$35,7340.01%1,031CommonSOLE
458140100INTCINTEL CORP COM$35,3280.01%1,053CommonSOLE
64110L106NFLXNETFLIX INC COM$34,7690.01%29CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW COM NEW$34,6500.01%280CommonSOLE
166764100CVXCHEVRON CORP NEW COM$34,1640.01%220CommonSOLE
260557103DOWDOW INC COM$33,5110.01%1,461CommonSOLE
254687106DISDISNEY WALT CO COM$33,3200.01%291CommonSOLE
369604301GEGE AEROSPACE COM NEW$33,0910.01%110CommonSOLE
78464A649SPABSPDR PORTFOLIO AGGREGATE BOND ETF$32,0020.01%1,238CommonSOLE
81369Y506XLEEnergy Select Sector SPDR ETF$31,4480.01%352CommonSOLE
78467V848TOTLSPDR DOUBLELINE TOTAL RETURN TACTICAL ETF$31,3610.01%773CommonSOLE
58933Y105MRKMERCK & CO INC COM$30,8860.01%368CommonSOLE
478160104JNJJOHNSON & JOHNSON COM$28,9260.01%156CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC CL A$28,4570.01%156CommonSOLE
56501R106MFCMANULIFE FINL CORP COM$27,7240.01%890CommonSOLE
17275R102CSCOCISCO SYS INC COM$27,5050.01%402CommonSOLE
00287Y109ABBVABBVIE INC COM$26,6270.01%115CommonSOLE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIONS COM NEW$26,1320.01%286CommonSOLE
55303J106MGPIMGP INGREDIENTS INC NEW COM$25,9560.01%1,073CommonSOLE
717081103PFEPFIZER INC COM$25,8110.01%1,013CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC COM$25,3160.01%576CommonSOLE
097023105BABOEING CO COM$25,0370.01%116CommonSOLE
89832Q109TFCTRUIST FINL CORP COM$23,9570.01%524CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC COM$23,8910.01%30CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC COM$23,1250.01%596CommonSOLE
25746U109DDOMINION ENERGY INC COM$22,6940.01%371CommonSOLE
670972108XNQPXNUVEEN PENNSYLVANIA QLT MUN FD COM$22,1760.01%1,848CommonSOLE
G54950103LINLINDE PLC SHS$21,8500.01%46CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC COM$21,5970.01%4CommonSOLE
N07059210ASMLASML HOLDING N V N Y REGISTRY SHS$21,2980.01%22CommonSOLE
35473P652FLEEFRANKLIN FTSE EUROPE ETF$21,2360.01%612CommonSOLE
384109104GGGGRACO INC COM$21,1550.01%249CommonSOLE
412822108HOGHARLEY DAVIDSON INC COM$21,1480.01%758CommonSOLE
742718109PGPROCTER AND GAMBLE CO COM$21,0500.01%137CommonSOLE
26614N102DDDUPONT DE NEMOURS INC COM$20,0210.01%257CommonSOLE
75513E101RTXRTX CORPORATION COM$18,9080.01%113CommonSOLE
33738R506RDVYFIRST TRUST RISING DIVIDEND ACHIEVERS ETF$18,7660.01%279CommonSOLE
36828A101GEVGE VERNOVA INC COM$18,4480.01%30CommonSOLE
713448108PEPPEPSICO INC COM$18,1170.01%129CommonSOLE
756109104OREALTY INCOME CORP COM$18,0540.01%297CommonSOLE
35473P710FLKRFRANKLIN FTSE SOUTH KOREA ETF$17,6240.01%653CommonSOLE
464287176TIPISHARES TIPS BOND ETF$17,5730.01%158CommonSOLE
780087102RYROYAL BK CDA COM$17,5310.01%119CommonSOLE
002824100ABTABBOTT LABS COM$17,4120.01%130CommonSOLE
580135101MCDMCDONALDS CORP COM$17,3220.01%57CommonSOLE
922908363VOOVANGUARD S&P 500 ETF$17,1470.01%28CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND SHS CLASS A$17,0150.01%69CommonSOLE
404280406HSBCHSBC HLDGS PLC SPON ADR NEW$16,9640.01%239CommonSOLE
803054204SAPSAP SE SPON ADR$16,3000.00%61CommonSOLE
025816109AXPAMERICAN EXPRESS CO COM$16,2760.00%49CommonSOLE
003264108SIVRABRDN PHYSICAL SILVER SHARES ETF$16,1020.00%362CommonSOLE
66987V109NVSNOVARTIS AG SPONSORED ADR$15,9020.00%124CommonSOLE
427866108HSYHERSHEY CO COM$15,8990.00%85CommonSOLE
20825C104COPCONOCOPHILLIPS COM$15,8920.00%168CommonSOLE
05964H105SANBANCO SANTANDER S.A. ADR$15,7510.00%1,503CommonSOLE
29786A106ETSYETSY INC COM$15,7340.00%237CommonSOLE
45867G101IDCCINTERDIGITAL INC COM$15,5360.00%45CommonSOLE
66538H393RISNINSPIRE TACTICAL BALANCED ETF$15,4750.00%519CommonSOLE
149123101CATCATERPILLAR INC COM$15,2690.00%32CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC COM NEW$15,2060.00%34CommonSOLE
747525103QCOMQUALCOMM INC COM$15,1380.00%91CommonSOLE
172967424CCITIGROUP INC COM NEW$15,1240.00%149CommonSOLE
78409V104SPGIS&P GLOBAL INC COM$15,0870.00%31CommonSOLE
674599105OXYOCCIDENTAL PETE CORP COM$15,0260.00%318CommonSOLE
35473P744FLJPFRANKLIN FTSE JAPAN ETF$14,9300.00%432CommonSOLE
008073108AVAVAEROVIRONMENT INC COM$14,7990.00%47CommonSOLE
62482R10707WAMR COOPER GROUP INC COM$14,7550.00%70CommonSOLE
81762P102NOWSERVICENOW INC COM$14,7240.00%16CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS COM$14,6730.00%52CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A SHS$14,6580.00%21CommonSOLE
007973100AEISADVANCED ENERGY INDS COM$14,6320.00%86CommonSOLE
22052L104CTVACORTEVA INC COM$14,4050.00%213CommonSOLE
12572Q105CMECME GROUP INC COM$14,3200.00%53CommonSOLE
872540109TJXTJX COS INC NEW COM$14,3090.00%99CommonSOLE
859241101STRLSTERLING INFRASTRUCTURE INC COM$14,2670.00%42CommonSOLE
79466L302CRMSALESFORCE INC COM$13,9830.00%59CommonSOLE
553368101MPMP MATERIALS CORP COM CL A$13,8160.00%206CommonSOLE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR$13,6680.00%710CommonSOLE
882508104TXNTEXAS INSTRS INC COM$13,5960.00%74CommonSOLE
46429B267GOVTISHARES U.S. TREASURY BOND ETF$13,3400.00%577CommonSOLE
G5960L103MDTMEDTRONIC PLC SHS$13,2380.00%139CommonSOLE
76118Y104REZIRESIDEO TECHNOLOGIES INC COM$13,1700.00%305CommonSOLE
032095101APHAMPHENOL CORP NEW CL A$13,1180.00%106CommonSOLE
461202103INTUINTUIT COM$12,9760.00%19CommonSOLE
04247X102AWIARMSTRONG WORLD INDS INC NEW COM$12,9370.00%66CommonSOLE
267475101DYDYCOM INDS INC COM$12,8380.00%44CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD COM$12,8100.00%76CommonSOLE
313855108FSSFEDERAL SIGNAL CORP COM$12,7320.00%107CommonSOLE
099724106BWABORGWARNER INC COM$12,5720.00%286CommonSOLE
G87052109TELTE CONNECTIVITY PLC ORD SHS$12,5130.00%57CommonSOLE
606822104MUFGMITSUBISHI UFJ FINL GROUP INC SPONSORED ADS$12,4340.00%780CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP COM$12,3990.00%127CommonSOLE
09254F100MQYBLACKROCK MUNIYILD QULT FD INC COM$12,2910.00%1,055CommonSOLE
48241A105KBKB FINL GROUP INC SPONSORED ADR$12,2710.00%148CommonSOLE
892331307TMTOYOTA MOTOR CORP ADS$12,2300.00%64CommonSOLE
257651109DCIDONALDSON INC COM$12,1960.00%149CommonSOLE
816850101SMTCSEMTECH CORP COM$12,1470.00%170CommonSOLE
49926D109KNKNOWLES CORP COM$12,1210.00%520CommonSOLE
11271J107BNBROOKFIELD CORP CL A LTD VT SH$12,0700.00%176CommonSOLE
595112103MUMICRON TECHNOLOGY INC COM$12,0470.00%72CommonSOLE
G29183103ETNEATON CORP PLC SHS$11,9770.00%32CommonSOLE
74736K101QRVOQORVO INC COM$11,9310.00%131CommonSOLE
548661107LOWLOWES COS INC COM$11,8120.00%47CommonSOLE
824596100SHGSHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD$11,5850.00%230CommonSOLE
45168D104IDXXIDEXX LABS INC COM$11,5000.00%18CommonSOLE
13057Q305CRCCALIFORNIA RES CORP COM STOCK$11,4340.00%215CommonSOLE
89151E109TTENTOTALENERGIES SE SPONSORED ADS$11,3410.00%190CommonSOLE
H1467J104CBCHUBB LIMITED COM$11,2900.00%40CommonSOLE
031162100AMGNAMGEN INC COM$11,2880.00%40CommonSOLE
801056102SANMSANMINA CORPORATION COM$11,2810.00%98CommonSOLE
95040Q104WELLWELLTOWER INC COM$11,2230.00%63CommonSOLE
92343E102VRSNVERISIGN INC COM$11,1830.00%40CommonSOLE
218352102CORTCORCEPT THERAPEUTICS INC COM$11,1370.00%134CommonSOLE
14174T107CTRECARETRUST REIT INC COM$11,1320.00%321CommonSOLE
74435K204PUKPRUDENTIAL PLC ADR$11,1120.00%397CommonSOLE
46654Q609JGROJPMORGAN ACTIVE GROWTH ETF$11,0630.00%118CommonSOLE
032654105ADIANALOG DEVICES INC COM$11,0570.00%45CommonSOLE
615369105MCOMOODYS CORP COM$10,9590.00%23CommonSOLE
808513105SCHWSCHWAB CHARLES CORP COM$10,8840.00%114CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC COM$10,8750.00%111CommonSOLE
871607107SNPSSYNOPSYS INC COM$10,8540.00%22CommonSOLE
904767704UNILEVER PLC SPON ADR NEW$10,7890.00%182CommonSOLE
N3167Y103RACEFERRARI N V COM$10,6750.00%22CommonSOLE
477839104JBTMJBT MAREL CORPORATION COM$10,6740.00%76CommonSOLE
375558103GILDGILEAD SCIENCES INC COM$10,6560.00%96CommonSOLE
00724F101ADBEADOBE INC COM$10,5820.00%30CommonSOLE
296315104ESEESCO TECHNOLOGIES INC COM$10,5560.00%50CommonSOLE
244199105DEDEERE & CO COM$10,5170.00%23CommonSOLE
500643200KFYKORN FERRY COM NEW$10,4970.00%150CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE INC COM$10,4450.00%62CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC SHS$10,3350.00%94CommonSOLE
03073E105CORCENCORA INC COM$10,3140.00%33CommonSOLE
78473E103SPXCSPX TECHNOLOGIES INC COM$10,2730.00%55CommonSOLE
912008109USFDUS FOODS HLDG CORP COM$10,2670.00%134CommonSOLE
55825T103MSGSMADISON SQUARE GRDN SPRT CORP CL A$10,2150.00%45CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC CL C$10,2070.00%72CommonSOLE
907818108UNPUNION PAC CORP COM$10,1630.00%43CommonSOLE
00912X302ALAIR LEASE CORP CL A$10,1200.00%159CommonSOLE
099406100BOOTBOOT BARN HLDGS INC COM$10,1090.00%61CommonSOLE
438516106HONHONEYWELL INTL INC COM$10,1050.00%48CommonSOLE
G39108108GTESGATES INDL CORP PLC ORD SHS$10,1020.00%407CommonSOLE
35905A109FTDRFRONTDOOR INC COM$10,0940.00%150CommonSOLE
72407810062CPIPER SANDLER COMPANIES COM$10,0630.00%29CommonSOLE
60786M105MCMOELIS & CO CL A$10,0560.00%141CommonSOLE
14040H105COFCAPITAL ONE FINL CORP COM$9,9910.00%47CommonSOLE
863667101SYKSTRYKER CORPORATION COM$9,9820.00%27CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING INC COM$9,9800.00%34CommonSOLE
835699307SONYSONY GROUP CORP SPONSORED ADR$9,9610.00%346CommonSOLE
82509L107SHOPSHOPIFY INC CL A SUB VTG SHS$9,9570.00%67CommonSOLE
29355X107NPOENPRO INC COM$9,9440.00%44CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC COM$9,7910.00%25CommonSOLE
842587107SOSOUTHERN CO COM$9,7620.00%103CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP COM$9,7490.00%16CommonSOLE
98983L108ZWSZURN ELKAY WATER SOLNS CORP COM$9,7350.00%207CommonSOLE
565788106MARAMARA HOLDINGS INC COM$9,6960.00%531CommonSOLE
741511109PSMTPRICESMART INC COM$9,6950.00%80CommonSOLE
743315103PGRPROGRESSIVE CORP COM$9,6320.00%39CommonSOLE
G0403H108AONAON PLC SHS CL A$9,6270.00%27CommonSOLE
052769106ADSKAUTODESK INC COM$9,5300.00%30CommonSOLE
65339F101NEENEXTERA ENERGY INC COM$9,5110.00%126CommonSOLE
554382101MACMACERICH CO COM$9,5000.00%522CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC COM$9,4840.00%27CommonSOLE
85914M107STEPSTEPSTONE GROUP INC COM CL A$9,4700.00%145CommonSOLE
387328107GVAGRANITE CONSTR INC COM$9,4290.00%86CommonSOLE
896239100TRMBTRIMBLE INC COM$9,3900.00%115CommonSOLE
17133Q502CHTCHUNGHWA TELECOM CO LTD SPON ADR NEW11$9,3780.00%215CommonSOLE
064058100BKBANK NEW YORK MELLON CORP COM$9,3710.00%86CommonSOLE
82982T106SITMSITIME CORP COM$9,3410.00%31CommonSOLE
02209S103MOALTRIA GROUP INC COM$9,3140.00%141CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC SHS$9,2830.00%22CommonSOLE
046353108AZNNASTRAZENECA PLC SPONSORED ADR$9,2060.00%120CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC COM$9,1640.00%85CommonSOLE
20030N101CMCSACOMCAST CORP NEW CL A$9,0490.00%288CommonSOLE
464285204IAUiShares Gold Trust ETF$9,0230.00%124CommonSOLE
778296103ROSTROSS STORES INC COM$8,9920.00%59CommonSOLE
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130788102CWTCALIFORNIA WTR SVC GROUP COM$7,5260.00%164CommonSOLE
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199908104FIXCOMFORT SYS USA INC COM$7,4270.00%9CommonSOLE
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149150104CATYCATHAY GEN BANCORP COM$7,2970.00%152CommonSOLE
278642103EBAYEBAY INC. COM$7,2760.00%80CommonSOLE
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53220K504LGNDLIGAND PHARMACEUTICALS INC COM NEW$7,2630.00%41CommonSOLE
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729132100PLXSPLEXUS CORP COM$7,2340.00%50CommonSOLE
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750491102RDNTRADNET INC COM$7,1640.00%94CommonSOLE
624758108MWAMUELLER WTR PRODS INC COM SER A$7,1450.00%280CommonSOLE
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00751Y106AAPADVANCE AUTO PARTS INC COM$7,1220.00%116CommonSOLE
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291011104EMREMERSON ELEC CO COM$7,0830.00%54CommonSOLE
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141788109CARGCARGURUS INC COM CL A$7,0370.00%189CommonSOLE
398905109GPIGROUP 1 AUTOMOTIVE INC COM$7,0000.00%16CommonSOLE
539439109LYGLLOYDS BANKING GROUP PLC SPONSORED ADR$6,9960.00%1,541CommonSOLE
773903109ROKROCKWELL AUTOMATION INC COM$6,9910.00%20CommonSOLE
172908105CTASCINTAS CORP COM$6,9790.00%34CommonSOLE
128030202CALMCAL MAINE FOODS INC COM NEW$6,9630.00%74CommonSOLE
512807306LRCXLAM RESEARCH CORP COM NEW$6,9630.00%52CommonSOLE
58155Q103MCKMCKESSON CORP COM$6,9530.00%9CommonSOLE
55305B101MHOM/I HOMES INC COM$6,9330.00%48CommonSOLE
496902404KGCKINROSS GOLD CORP COM$6,9080.00%278CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS INC COM$6,9070.00%29CommonSOLE
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534187109LNCLINCOLN NATL CORP IND COM$6,8960.00%171CommonSOLE
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71377A103PFGCPERFORMANCE FOOD GROUP CO COM$6,8670.00%66CommonSOLE
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258278100DORMDORMAN PRODS INC COM$6,8590.00%44CommonSOLE
48553T106BZKANZHUN LIMITED SPONSORED ADS$6,8440.00%293CommonSOLE
91913Y100VLOVALERO ENERGY CORP COM$6,8100.00%40CommonSOLE
126402106CSWCSW INDUSTRIALS INC COM$6,7970.00%28CommonSOLE
781846209RUSHARUSH ENTERPRISES INC CL A$6,7900.00%127CommonSOLE
431284108HIWHIGHWOODS PPTYS INC COM$6,7780.00%213CommonSOLE
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218937100CNRCORE NATURAL RESOURCES INC COM SHS$6,7620.00%81CommonSOLE
529043101LXPUSDLXP INDUSTRIAL TRUST COM$6,7560.00%754CommonSOLE
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G0378L100AUANGLOGOLD ASHANTI PLC COM SHS$6,7520.00%96CommonSOLE
68389X105ORCLORACLE CORP COM$6,7500.00%24CommonSOLE
552690109MDUMDU RES GROUP INC COM$6,7500.00%379CommonSOLE
N30577105ZGNERMENEGILDO ZEGNA N V ORD SHS$6,7380.00%713CommonSOLE
001055102AFLAFLAC INC COM$6,7030.00%60CommonSOLE
01741R102ATIATI INC COM$6,6700.00%82CommonSOLE
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002474104AZZAZZ INC COM$6,6570.00%61CommonSOLE
48251W104KKRKKR & CO INC COM$6,6270.00%51CommonSOLE
12504L109CBRECBRE GROUP INC CL A$6,6180.00%42CommonSOLE
559663109MGYMAGNOLIA OIL & GAS CORP CL A$6,6120.00%277CommonSOLE
983793100XPOXPO INC COM$6,5930.00%51CommonSOLE
893641100TDGTRANSDIGM GROUP INC COM$6,5900.00%5CommonSOLE
25809K105DASHDOORDASH INC CL A$6,5280.00%24CommonSOLE
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49177J102KVUEKENVUE INC COM$6,5080.00%401CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO COM$6,5050.00%21CommonSOLE
87901J105TGNATEGNA INC COM$6,4850.00%319CommonSOLE
556269108SHOOMADDEN STEVEN LTD COM$6,4280.00%192CommonSOLE
H2906T109GRMNGARMIN LTD SHS$6,4020.00%26CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO COM$6,3550.00%22CommonSOLE
057665200BCPCBALCHEM CORP COM$6,3030.00%42CommonSOLE
654106103NKENIKE INC CL B$6,2760.00%90CommonSOLE
285512109EAELECTRONIC ARTS INC COM$6,2530.00%31CommonSOLE
988498101YUMYUM BRANDS INC COM$6,2320.00%41CommonSOLE
254543101DIODDIODES INC COM$6,2250.00%117CommonSOLE
55306N104MKSIMKS INC. COM$6,1890.00%50CommonSOLE
94106L109WMWASTE MGMT INC DEL COM$6,1830.00%28CommonSOLE
37733W204GSKGSK PLC SPONSORED ADR$6,1720.00%143CommonSOLE
589889104MMSIMERIT MED SYS INC COM$6,1590.00%74CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V COM$6,1490.00%27CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC COM$6,1420.00%22CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY A COM$6,1400.00%19CommonSOLE
320209109FFBCFIRST FINL BANCORP OH COM$6,1360.00%243CommonSOLE
950755108WERNWERNER ENTERPRISES INC COM$6,1330.00%233CommonSOLE
05534B760BCEBCE INC COM NEW$6,1280.00%262CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP COM$6,1260.00%67CommonSOLE
718546104PSXPHILLIPS 66 COM$6,1210.00%45CommonSOLE
90984P303UCBUNITED CMNTY BKS BLAIRSVLE GA COM$6,1130.00%195CommonSOLE
23345M107DTMDT MIDSTREAM INC COMMON STOCK$6,1050.00%54CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC. COM$6,1010.00%95CommonSOLE
78440X887SLGSL GREEN RLTY CORP COM$6,1010.00%102CommonSOLE
74276R102PRVAPRIVIA HEALTH GROUP INC COM$6,1010.00%245CommonSOLE
46590V100JBGSJBG SMITH PPTYS COM$6,0970.00%274CommonSOLE
32051X108FHBFIRST HAWAIIAN INC COM$6,0830.00%245CommonSOLE
701094104PHPARKER-HANNIFIN CORP COM$6,0650.00%8CommonSOLE
884903808TRI4EURTHOMSON REUTERS CORP COM$6,0580.00%39CommonSOLE
87265H109T86TRI POINTE HOMES INC COM$6,0460.00%178CommonSOLE
G81276100SIGSIGNET JEWELERS LIMITED SHS$6,0430.00%63CommonSOLE
377322102GKOSGLAUKOS CORP COM$6,0350.00%74CommonSOLE
192422103CGNXCOGNEX CORP COM$6,0250.00%133CommonSOLE
35909D109FYBRFRONTIER COMMUNICATIONS PARENT COM$5,9770.00%160CommonSOLE
925550105VIAVVIAVI SOLUTIONS INC COM$5,9770.00%471CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC COM$5,9630.00%53CommonSOLE
50189K103LCIILCI INDS COM$5,9620.00%64CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC COM$5,9470.00%34CommonSOLE
46434V449IMTMISHARES MSCI INTL MOMENTUM FACTOR ETF$5,9370.00%124CommonSOLE
928254101VIRTVIRTU FINL INC CL A$5,9290.00%167CommonSOLE
880770102TERTERADYNE INC COM$5,9190.00%43CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC COM$5,9040.00%46CommonSOLE
144285103CRSCARPENTER TECHNOLOGY CORP COM$5,8930.00%24CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC COM$5,8790.00%150CommonSOLE
18467V109YOUCLEAR SECURE INC COM CL A$5,8750.00%176CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS$5,8650.00%21CommonSOLE
650111107NYTNEW YORK TIMES CO CL A$5,8550.00%102CommonSOLE
75524B104RBCRBC BEARINGS INC COM$5,8540.00%15CommonSOLE
311900104FASTFASTENAL CO COM$5,8360.00%119CommonSOLE
055622104BPBP PLC SPONSORED ADR$5,8240.00%169CommonSOLE
81725T100SXTSENSIENT TECHNOLOGIES CORP COM$5,8190.00%62CommonSOLE
651587107NEUNEWMARKET CORP COM$5,7970.00%7CommonSOLE
750236101RDNRADIAN GROUP INC COM$5,7950.00%160CommonSOLE
898402102TRMKTRUSTMARK CORP COM$5,7420.00%145CommonSOLE
G2717B108CUSHMAN WAKEFIELD PLC SHS$5,7310.00%360CommonSOLE
501044101KRKROGER CO COM$5,7300.00%85CommonSOLE
78463M107SPSCSPS COMM INC COM$5,7280.00%55CommonSOLE
89377M109TMDXTRANSMEDICS GROUP INC COM$5,7220.00%51CommonSOLE
41068X100HASIHA SUSTAINABLE INFRA CAP INC COM$5,7100.00%186CommonSOLE
784305104HTOH2O AMERICA COM$5,6980.00%117CommonSOLE
64110D104NTAPNETAPP INC COM$5,6860.00%48CommonSOLE
337738108FISVFISERV INC COM$5,6740.00%44CommonSOLE
928881101VNTVONTIER CORPORATION COM$5,6660.00%135CommonSOLE
302491303FMCFMC CORP COM NEW$5,6500.00%168CommonSOLE
349553107FTSFORTIS INC COM$5,6320.00%111CommonSOLE
209115104EDCONSOLIDATED EDISON INC COM$5,6290.00%56CommonSOLE
000957100ABMABM INDS INC COM$5,6270.00%122CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS COM$5,6230.00%10CommonSOLE
06738E204BCSBARCLAYS PLC ADR$5,6220.00%272CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC COM$5,5920.00%63CommonSOLE
50050N103KTBKONTOOR BRANDS INC COM$5,5840.00%70CommonSOLE
25960P109DEIDOUGLAS EMMETT INC COM$5,5740.00%358CommonSOLE
631103108NDAQNASDAQ INC COM$5,5720.00%63CommonSOLE
37247D106GNWGENWORTH FINL INC COM SHS$5,5450.00%623CommonSOLE
65249B109NWSANEWS CORP NEW CL A$5,4970.00%179CommonSOLE

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.