MondegarAI
FOSTER DYKEMA CABOT & PARTNERS, LLC

Q4 2025 · 13F-HR

FOSTER DYKEMA CABOT & PARTNERS, LLCholdings as filed

Filed 2026-02-12 · accession 0002011882-26-000001

$1.63B
Reported value
330
Positions
2025-12-31
Period end
View analyzed profile →PRO

The Brief · FOSTER DYKEMA CABOT & PARTNERS, LLC · Q4 2025

AI · grounded in 13F

FOSTER DYKEMA CABOT & PARTNERS, LLC established a new position in GS valued at $32.4M. The fund significantly increased its holdings in AVGO by 1701.29% and ICSH by 84.71%. Conversely, the fund reduced its exposure to several holdings, most notably trimming positions in SNPS and MSI by over 98%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$285.7M17.6%417,814CommonSOLE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$248.0M15.2%4,884,480CommonSOLE
46434V878ICSHISHARES TR$203.6M12.5%4,025,851CommonSOLE
032095101APHAMPHENOL CORP NEW$69.1M4.25%510,294CommonSOLE
594918104MSFTMICROSOFT CORP$54.9M3.37%113,455CommonSOLE
023135106AMZNAMAZON COM INC$54.8M3.37%237,246CommonSOLE
02079K305GOOGLALPHABET INC$51.4M3.16%164,357CommonSOLE
74762E102QUREQUANTA SVCS INC$43.0M2.64%101,893CommonSOLE
025816109AXPAMERICAN EXPRESS CO$41.9M2.58%113,369CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$39.0M2.40%45,237CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$38.6M2.37%119,718CommonSOLE
67066G104NVDANVIDIA CORPORATION$35.8M2.20%191,832CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$32.4M1.99%36,889CommonSOLE
532457108LLYELI LILLY & CO$30.2M1.86%28,117CommonSOLE
G29183103ETNEATON CORP PLC$29.3M1.80%92,060CommonSOLE
172908105CTASCINTAS CORP$28.6M1.76%152,324CommonSOLE
94106L109WMWASTE MGMT INC DEL$28.3M1.74%128,686CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$28.2M1.74%56,186CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$26.5M1.63%58,344CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$26.2M1.61%45,240CommonSOLE
037833100AAPLAPPLE INC$26.1M1.60%96,068CommonSOLE
11135F101AVGOBROADCOM INC$25.1M1.54%72,394CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$25.1M1.54%43,936CommonSOLE
46432F842IEFAISHARES TR$24.9M1.53%278,270CommonSOLE
922908769VTIVANGUARD INDEX FDS$18.1M1.11%53,888CommonSOLE
02079K107GOOGALPHABET INC$9.9M0.61%31,698CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$7.9M0.48%54,592CommonSOLE
453836108INDBINDEPENDENT BK CORP MASS$6.0M0.37%82,067CommonSOLE
78468R796SPYXSPDR SERIES TRUST$5.7M0.35%100,831CommonSOLE
464287614IWFISHARES TR$5.1M0.31%10,765CommonSOLE
922908363VOOVANGUARD INDEX FDS$5.1M0.31%8,120CommonSOLE
742718109PGPROCTER AND GAMBLE CO$3.9M0.24%27,236CommonSOLE
464287200IVVISHARES TR$2.9M0.18%4,255CommonSOLE
464287598IWDISHARES TR$2.1M0.13%9,753CommonSOLE
85207H104PHYSSPROTT ASSET MANAGEMENT LP$1.9M0.12%58,084CommonSOLE
46435G532SDGISHARES TR$1.8M0.11%21,421CommonSOLE
931142103WMTWALMART INC$1.8M0.11%15,838CommonSOLE
92826C839VVISA INC$1.6M0.10%4,522CommonSOLE
78409V104SPGIS&P GLOBAL INC$1.5M0.09%2,859CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$1.4M0.08%18,599CommonSOLE
713448108PEPPEPSICO INC$1.3M0.08%9,134CommonSOLE
580135101MCDMCDONALDS CORP$1.3M0.08%4,250CommonSOLE
617446448MSMORGAN STANLEY$1.1M0.07%6,473CommonSOLE
478160104JNJJOHNSON & JOHNSON$1.1M0.07%5,153CommonSOLE
548661107LOWLOWES COS INC$1.1M0.06%4,385CommonSOLE
74340W103PLDPROLOGIS INC.$1.0M0.06%8,149CommonSOLE
17275R102CSCOCISCO SYS INC$1.0M0.06%13,455CommonSOLE
46090E103QQQINVESCO QQQ TR$992,1110.06%1,615CommonSOLE
464287309IVWISHARES TR$991,3800.06%8,043CommonSOLE
09290D101BLKBLACKROCK INC$942,9700.06%881CommonSOLE
58933Y105MRKMERCK & CO INC$940,3420.06%8,860CommonSOLE
00287Y109ABBVABBVIE INC$895,2240.06%3,918CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$859,8350.05%3,320CommonSOLE
872540109TJXTJX COS INC NEW$858,6800.05%5,590CommonSOLE
191216100KOCOCA COLA CO$854,7900.05%12,227CommonSOLE
149123101CATCATERPILLAR INC$812,3300.05%1,418CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$800,8760.05%2,985CommonSOLE
75513E101RTXRTX CORPORATION$780,7340.05%4,257CommonSOLE
002824100ABTABBOTT LABS$779,1790.05%6,219CommonSOLE
922908629VOVANGUARD INDEX FDS$740,9320.05%2,553CommonSOLE
G87052109TELTE CONNECTIVITY PLC$735,9950.05%3,235CommonSOLE
85207K107PSLVSPROTT ASSET MANAGEMENT LP$735,9880.05%31,120CommonSOLE
88160R101TSLATESLA INC$693,4680.04%1,542CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$689,2300.04%1,425CommonSOLE
30231G102XOMEXXON MOBIL CORP$679,3190.04%5,645CommonSOLE
922908736VUGVANGUARD INDEX FDS$678,1250.04%1,390CommonSOLE
98978V103ZTSZOETIS INC$646,7150.04%5,140CommonSOLE
907818108UNPUNION PAC CORP$642,3760.04%2,777CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$640,6300.04%10,255CommonSOLE
464287499IWRISHARES TR$611,4220.04%6,351CommonSOLE
45168D104IDXXIDEXX LABS INC$605,4940.04%895CommonSOLE
254687106DISDISNEY WALT CO$601,6880.04%5,254CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$587,0880.04%1,982CommonSOLE
25434V401DFUSDIMENSIONAL ETF TRUST$586,5360.04%7,908CommonSOLE
718172109PMPHILIP MORRIS INTL INC$548,0920.03%3,386CommonSOLE
68389X105ORCLORACLE CORP$543,2140.03%2,787CommonSOLE
64110L106NFLXNETFLIX INC$513,8050.03%5,480CommonSOLE
235851102DHRDANAHER CORPORATION$512,3510.03%2,235CommonSOLE
48251W104KKRKKR & CO INC$507,4980.03%3,981CommonSOLE
H1467J104CBCHUBB LIMITED$493,4350.03%1,576CommonSOLE
55261F104MTBM & T BK CORP$453,9340.03%2,253CommonSOLE
464287655IWMISHARES TR$437,4260.03%1,777CommonSOLE
369604301GEGE AEROSPACE$431,4380.03%1,399CommonSOLE
571903202MARMARRIOTT INTL INC NEW$425,9600.03%1,373CommonSOLE
97717X669DGRWWISDOMTREE TR$405,6540.02%4,536CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$390,0790.02%960CommonSOLE
747525103QCOMQUALCOMM INC$378,7050.02%2,214CommonSOLE
500767678KRBNKRANESHARES TRUST$378,6030.02%10,695CommonSOLE
49714P108KNSLKINSALE CAP GROUP INC$369,2170.02%944CommonSOLE
437076102HDHOME DEPOT INC$365,4340.02%1,062CommonSOLE
30303M102METAMETA PLATFORMS INC$362,3890.02%549CommonSOLE
278865100ECLECOLAB INC$350,9350.02%1,333CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$348,2550.02%1,143CommonSOLE
871607107SNPSSYNOPSYS INC$341,4860.02%727CommonSOLE
922908751VBVANGUARD INDEX FDS$334,0450.02%1,295CommonSOLE
922908744VTVVANGUARD INDEX FDS$322,7730.02%1,690CommonSOLE
81762P102NOWSERVICENOW INC$310,9760.02%2,030CommonSOLE
464287804IJRISHARES TR$306,9400.02%2,554CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$304,2660.02%2,157CommonSOLE
46435GAA0IBDRISHARES TR$302,8750.02%12,500CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$300,4300.02%1,631CommonSOLE
78470E106EFAXSPDR INDEX SHS FDS$287,6060.02%5,699CommonSOLE
29446Y502EQXEQUINOX GOLD CORP$285,3210.02%20,322CommonSOLE
46435U515IBDTISHARES TR$285,0960.02%11,200CommonSOLE
942622200WSOWATSCO INC$272,9300.02%810CommonSOLE
032654105ADIANALOG DEVICES INC$270,3860.02%997CommonSOLE
78463V107GLDSPDR GOLD TR$269,8870.02%681CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$260,2850.02%1,403CommonSOLE
46435G425ESGUISHARES TR$259,2250.02%1,740CommonSOLE
231021106CMICUMMINS INC$254,2040.02%498CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$252,8640.02%3,200CommonSOLE
665859104NTRSNORTHERN TR CORP$233,4260.01%1,699CommonSOLE
670100205NVONOVO-NORDISK A S$230,2830.01%4,526CommonSOLE
464287507IJHISHARES TR$228,1630.01%3,457CommonSOLE
36828A101GEVGE VERNOVA INC$228,0960.01%349CommonSOLE
291011104EMREMERSON ELEC CO$223,8990.01%1,687CommonSOLE
458140100INTCINTEL CORP$223,3190.01%6,052CommonSOLE
260003108DOVDOVER CORP$209,1020.01%1,071CommonSOLE
02209S103MOALTRIA GROUP INC$205,5200.01%3,500CommonSOLE
65339F101NEENEXTERA ENERGY INC$199,2550.01%2,482CommonSOLE
88579Y101MMM3M CO$196,1230.01%1,225CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$195,1890.01%2,140CommonSOLE
842587107SOSOUTHERN CO$187,9160.01%2,155CommonSOLE
46435G516ESGDISHARES TR$187,7080.01%1,974CommonSOLE
369550108GDGENERAL DYNAMICS CORP$187,1830.01%556CommonSOLE
58733R102MELIMERCADOLIBRE INC$185,3120.01%92CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$179,6120.01%1,320CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$177,8020.01%809CommonSOLE
882508104TXNTEXAS INSTRS INC$171,7550.01%990CommonSOLE
780259305SHELSHELL PLC$170,9880.01%2,327CommonSOLE
209115104EDCONSOLIDATED EDISON INC$162,4880.01%1,636CommonSOLE
87261Y106TMCTMC THE METALS COMPANY INC$156,7980.01%25,413CommonSOLE
78464A854SPYMSPDR SERIES TRUST$154,8250.01%1,930CommonSOLE
438516106HONHONEYWELL INTL INC$153,1460.01%785CommonSOLE
718546104PSXPHILLIPS 66$151,1060.01%1,171CommonSOLE
046353108AZNNASTRAZENECA PLC$150,9490.01%1,642CommonSOLE
66987V109NVSNOVARTIS AG$150,8300.01%1,094CommonSOLE
464287630IWNISHARES TR$146,2360.01%807CommonSOLE
816851109SRESEMPRA$145,4980.01%1,636CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$142,6390.01%1,706CommonSOLE
464288802SUSAISHARES TR$139,3450.01%1,000CommonSOLE
031162100AMGNAMGEN INC$137,4700.01%420CommonSOLE
98419M100XYLXYLEM INC$136,9970.01%1,006CommonSOLE
09260D107BXBLACKSTONE INC$131,9440.01%856CommonSOLE
941848103WATWATERS CORP$129,1420.01%340CommonSOLE
717081103PFEPFIZER INC$127,7370.01%5,130CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$123,8090.01%2,303CommonSOLE
806407102HSICHENRY SCHEIN INC$123,7240.01%1,637CommonSOLE
20825C104COPCONOCOPHILLIPS$121,9740.01%1,303CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$121,7430.01%2,304CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$119,3200.01%1,366CommonSOLE
25434V724DFUVDIMENSIONAL ETF TRUST$113,1670.01%2,429CommonSOLE
464287408IVEISHARES TR$108,5800.01%512CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$108,3780.01%179CommonSOLE
464287150ITOTISHARES TR$107,0070.01%720CommonSOLE
166764100CVXCHEVRON CORP NEW$104,7060.01%687CommonSOLE
482480100KLACKLA CORP$104,4970.01%86CommonSOLE
609207105MDLZMONDELEZ INTL INC$100,9990.01%1,859CommonSOLE
370334104GISGENERAL MLS INC$100,9050.01%2,170CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$93,0190.01%239CommonSOLE
82536T107SSTISOUNDTHINKING INC$91,8870.01%11,443CommonSOLE
253868103DLRDIGITAL RLTY TR INC$91,2540.01%585CommonSOLE
464285204IAUISHARES GOLD TR$89,2060.01%1,099CommonSOLE
79466L302CRMSALESFORCE INC$88,3540.01%333CommonSOLE
30040W108ESEVERSOURCE ENERGY$88,3370.01%1,312CommonSOLE
891160509TDTORONTO DOMINION BK ONT$87,9830.01%934CommonSOLE
427866108HSYHERSHEY CO$87,8960.01%483CommonSOLE
G54950103LINLINDE PLC$86,5570.01%203CommonSOLE
855244109SBUXSTARBUCKS CORP$85,3890.01%1,014CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$83,2550.01%147CommonSOLE
038222105AMATAPPLIED MATLS INC$82,2370.01%320CommonSOLE
46428Q109SLVISHARES SILVER TR$80,5890.00%1,251CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$80,2950.00%500CommonSOLE
98389B100XELXCEL ENERGY INC$79,5660.00%1,069CommonSOLE
N07059210ASMLASML HOLDING N V$72,7500.00%68CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$72,7110.00%1,348CommonSOLE
086516101BBYBEST BUY INC$70,1880.00%1,034CommonSOLE
949746101WMT2WELLS FARGO CO NEW$67,6630.00%726CommonSOLE
25434V500DFASDIMENSIONAL ETF TRUST$63,9570.00%918CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$61,4820.00%248CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$60,0120.00%512CommonSOLE
05964H105SANBANCO SANTANDER SA$59,5410.00%5,076CommonSOLE
25434V609DFATDIMENSIONAL ETF TRUST$58,1110.00%976CommonSOLE
808524870SCHPSCHWAB STRATEGIC TR$54,8870.00%2,072CommonSOLE
46435U853USHYISHARES TR$53,1760.00%1,422CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$52,2810.00%1,053CommonSOLE
83417M104SEDGSOLAREDGE TECHNOLOGIES INC$50,5450.00%1,752CommonSOLE
464287622IWBISHARES TR$48,9210.00%131CommonSOLE
704326107PAYXPAYCHEX INC$48,7980.00%435CommonSOLE
023608102AEEAMEREN CORP$48,6320.00%487CommonSOLE
294821608ERICTELEFONAKTIEBOLAGET LM ERICS$47,9510.00%4,969CommonSOLE
29446M102EQNREQUINOR ASA$46,3150.00%1,960CommonSOLE
46432F339QUALISHARES TR$45,4840.00%229CommonSOLE
81730H109SSENTINELONE INC$45,1050.00%3,007CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$44,2540.00%808CommonSOLE
803054204SAPSAP SE$43,7240.00%180CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$43,5950.00%93CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$42,1240.00%130CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$41,9170.00%522CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$40,4760.00%189CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$39,8760.00%600CommonSOLE
336433107FSLRFIRST SOLAR INC$39,1850.00%150CommonSOLE
12572Q105CMECME GROUP INC$38,7770.00%142CommonSOLE
82509L107SHOPSHOPIFY INC$38,6330.00%240CommonSOLE
857477103STTSTATE STR CORP$38,4450.00%298CommonSOLE
92204A405VFHVANGUARD WORLD FD$38,4450.00%288CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$38,3180.00%425CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$38,1400.00%400CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$37,4870.00%7CommonSOLE
126408103CSXCSX CORP$36,2500.00%1,000CommonSOLE
92204A884VOXVANGUARD WORLD FD$35,6280.00%184CommonSOLE
464287671IUSGISHARES TR$35,4350.00%211CommonSOLE
704699107PGCPEAPACK-GLADSTONE FINL CORP$34,2830.00%1,231CommonSOLE
020002101ALLALLSTATE CORP$33,5440.00%160CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$33,4610.00%24CommonSOLE
233331107DTEDTE ENERGY CO$32,5360.00%250CommonSOLE
78464A508SPYVSPDR SERIES TRUST$32,3250.00%569CommonSOLE
25746U109DDOMINION ENERGY INC$32,2250.00%550CommonSOLE
504922105LHLABCORP HOLDINGS INC$31,8620.00%127CommonSOLE
911363109URIUNITED RENTALS INC$31,5630.00%39CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$30,7720.00%190CommonSOLE
761152107RMDRESMED INC$29,8680.00%124CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$29,1120.00%104CommonSOLE
97717W851DXJWISDOMTREE TR$28,8320.00%200CommonSOLE
760759100RSGREPUBLIC SVCS INC$28,1870.00%133CommonSOLE
F92124100TTETOTALENERGIES SE$27,6070.00%422CommonSOLE
071813109BAXBAXTER INTL INC$26,6150.00%1,392CommonSOLE
464287465EFAISHARES TR$25,4870.00%265CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$25,4070.00%88CommonSOLE
199908104FIXCOMFORT SYS USA INC$25,1990.00%27CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$24,9000.00%64CommonSOLE
863667101SYKSTRYKER CORPORATION$24,6650.00%70CommonSOLE
835699307SONYSONY GROUP CORP$23,9360.00%935CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$23,6220.00%288CommonSOLE
00206R102TAT&T INC$23,1010.00%930CommonSOLE
651639106NEMNEWMONT CORP$22,7660.00%228CommonSOLE
165303108CPKCHESAPEAKE UTILS CORP$21,9530.00%175CommonSOLE
969904101WSMWILLIAMS SONOMA INC$21,7880.00%122CommonSOLE
65473P105NINISOURCE INC$20,8800.00%500CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$20,7600.00%150CommonSOLE
46432F396MTUMISHARES TR$20,2880.00%81CommonSOLE
40415F101HDBHDFC BANK LTD$20,2430.00%554CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$20,0310.00%45CommonSOLE
31428X106FDXFEDEX CORP$19,4510.00%67CommonSOLE
00214Q104ARKKARK ETF TR$18,7680.00%244CommonSOLE
464288620USIGISHARES TR$18,3270.00%354CommonSOLE
61945C103MOSMOSAIC CO NEW$18,0680.00%750CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$17,9720.00%175CommonSOLE
075887109BDXBECTON DICKINSON & CO$17,6600.00%91CommonSOLE
060505104BACBANK AMERICA CORP$17,3250.00%315CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$16,9270.00%166CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$15,9850.00%28CommonSOLE
78464A763SDYSPDR SERIES TRUST$15,7380.00%113CommonSOLE
06417N103OZKBANK OZK LITTLE ROCK ARK$15,6930.00%341CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$14,8790.00%150CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$14,2560.00%350CommonSOLE
87612G101TRGPTARGA RES CORP$13,6530.00%74CommonSOLE
337738108FISVFISERV INC$13,4340.00%200CommonSOLE
464288877EFVISHARES TR$13,4250.00%188CommonSOLE
595112103MUMICRON TECHNOLOGY INC$13,4200.00%47CommonSOLE
83444M101SOLVSOLVENTUM CORP$13,2330.00%167CommonSOLE
12514G108CDWCDW CORP$12,5300.00%92CommonSOLE
443510607HUBBHUBBELL INC$12,4350.00%28CommonSOLE
G0585R106AGOASSURED GUARANTY LTD$11,7730.00%131CommonSOLE
172967424CCITIGROUP INC$11,6690.00%100CommonSOLE
16359R103CHECHEMED CORP NEW$11,5520.00%27CommonSOLE
Y2573F102FLEXFLEX LTD$10,9360.00%181CommonSOLE
46284V101IRMIRON MTN INC DEL$10,3230.00%121CommonSOLE
464288885EFGISHARES TR$9,5690.00%84CommonSOLE
83443Q103SOLSSOLSTICE ADVANCED MATLS INC$9,4730.00%195CommonSOLE
03076C106AMPAMERIPRISE FINL INC$9,3160.00%19CommonSOLE
78463X509SPEMSPDR INDEX SHS FDS$9,1750.00%196CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$9,1580.00%250CommonSOLE
46137V613PRFINVESCO EXCHANGE TRADED FD T$8,9150.00%190CommonSOLE
125523100CITHE CIGNA GROUP$8,5320.00%31CommonSOLE
464287242LQDISHARES TR$7,6030.00%69CommonSOLE
311900104FASTFASTENAL CO$6,9830.00%174CommonSOLE
464288661IEIISHARES TR$6,8030.00%57CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$5,8660.00%33CommonSOLE
406216101HALHALLIBURTON CO$5,2280.00%185CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$5,2110.00%36CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$5,1860.00%116CommonSOLE
922908553VNQVANGUARD INDEX FDS$5,1320.00%58CommonSOLE
126650100CVSCVS HEALTH CORP$5,0000.00%63CommonSOLE
929740108WABWABTEC$4,9090.00%23CommonSOLE
375558103GILDGILEAD SCIENCES INC$4,7870.00%39CommonSOLE
806857108SLBSLB LIMITED$4,3690.00%113CommonSOLE
50212V100LPLALPL FINL HLDGS INC$4,2860.00%12CommonSOLE
20030N101CMCSACOMCAST CORP NEW$4,0950.00%137CommonSOLE
345370860FFORD MTR CO$3,8180.00%291CommonSOLE
45784P101PODDINSULET CORP$3,4110.00%12CommonSOLE
629377508NRGNRG ENERGY INC$3,3440.00%21CommonSOLE
46429B697USMVISHARES TR$3,2960.00%35CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$3,2470.00%18CommonSOLE
78464A201SLYGSPDR SERIES TRUST$3,0140.00%32CommonSOLE
464287879IJSISHARES TR$2,9570.00%26CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$2,8830.00%25CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$2,7780.00%34CommonSOLE
37045V100GMGENERAL MTRS CO$2,6840.00%33CommonSOLE
92338C103VLTOVERALTO CORP$2,5980.00%26CommonSOLE
501044101KRKROGER CO$2,4370.00%39CommonSOLE
78463X749RWOSPDR INDEX SHS FDS$2,3860.00%53CommonSOLE
34959J108FTVFORTIVE CORP$2,3190.00%42CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$2,3160.00%3CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$2,1470.00%28CommonSOLE
278642103EBAYEBAY INC.$1,9160.00%22CommonSOLE
518439104ELLAUDER ESTEE COS INC$1,8850.00%18CommonSOLE
143658300CCL1EURCARNIVAL CORP$1,7410.00%57CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$1,6570.00%6CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$1,5990.00%16CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$1,4700.00%51CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$1,2190.00%24CommonSOLE
29414B104EPAMEPAM SYS INC$1,0240.00%5CommonSOLE
446413106HIIHUNTINGTON INGALLS INDS INC$1,0200.00%3CommonSOLE
012653101ALBALBEMARLE CORP$9930.00%7CommonSOLE
880770102TERTERADYNE INC$9680.00%5CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$8810.00%3CommonSOLE
512807306LRCXLAM RESEARCH CORP$8570.00%5CommonSOLE
256677105DGDOLLAR GEN CORP NEW$7970.00%6CommonSOLE
750940108RALRALLIANT CORP$7130.00%14CommonSOLE
928881101VNTVONTIER CORPORATION$6320.00%17CommonSOLE
418056107HASHASBRO INC$5740.00%7CommonSOLE
H17182108CRSPCRISPR THERAPEUTICS AG$5240.00%10CommonSOLE
549498202LCIDLUCID GROUP INC$4550.00%43CommonSOLE
60770K107MRNAMODERNA INC$2950.00%10CommonSOLE
29082K105EMBCEMBECTA CORP$2260.00%19CommonSOLE
46090F100PDBCINVESCO ACTVELY MNGD ETC FD$1330.00%10CommonSOLE
15961R303CHPTCHARGEPOINT HOLDINGS INC$600.00%9CommonSOLE
92206C706VGITVANGUARD SCOTTSDALE FDS$350.00%1CommonSOLE
464287234EEMISHARES TR$140.00%0CommonSOLE

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.