MondegarAI
FOSTER DYKEMA CABOT & PARTNERS, LLC

Q1 2026 · 13F-HR

FOSTER DYKEMA CABOT & PARTNERS, LLCholdings as filed

Filed 2026-05-14 · accession 0002011882-26-000002

$1.57B
Reported value
323
Positions
2026-03-31
Period end
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The Brief · FOSTER DYKEMA CABOT & PARTNERS, LLC · Q1 2026

AI · grounded in 13F

FOSTER DYKEMA CABOT & PARTNERS, LLC increased its position in ICSH by 3.2011%. The fund reduced its holdings in JPST by 2.567% and NOC by 1.8777%. Overall, the fund added 14 positions and reduced 64 positions across a portfolio with $1.57B in total assets under management.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSTATE STR SPDR S&P 500 ETF T$271.9M17.3%417,001CommonSOLE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$240.9M15.3%4,759,095CommonSOLE
46434V878ICSHISHARES TR$210.3M13.4%4,154,724CommonSOLE
032095101APHAMPHENOL CORP$63.5M4.04%501,462CommonSOLE
74762E102QUREQUANTA SVCS INC$55.1M3.50%100,312CommonSOLE
023135106AMZNAMAZON COM INC$49.2M3.13%236,429CommonSOLE
02079K305GOOGLALPHABET INC$47.5M3.02%165,126CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$44.9M2.86%45,089CommonSOLE
594918104MSFTMICROSOFT CORP$42.2M2.68%113,927CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$34.9M2.22%118,474CommonSOLE
025816109AXPAMERICAN EXPRESS CO$34.4M2.19%113,749CommonSOLE
67066G104NVDANVIDIA CORPORATION$33.0M2.10%189,078CommonSOLE
G29183103ETNEATON CORP PLC$32.7M2.08%91,438CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$31.9M2.03%37,766CommonSOLE
94106L109WMWASTE MGMT INC DEL$29.5M1.88%128,314CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$29.4M1.87%43,111CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$26.8M1.70%55,901CommonSOLE
532457108LLYELI LILLY & CO$25.8M1.64%28,073CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$25.8M1.64%57,792CommonSOLE
172908105CTASCINTAS CORP$25.6M1.63%151,639CommonSOLE
46432F842IEFAISHARES TR$24.8M1.58%273,806CommonSOLE
037833100AAPLAPPLE INC$23.9M1.52%94,336CommonSOLE
11135F101AVGOBROADCOM INC$23.3M1.48%75,391CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$22.2M1.41%45,103CommonSOLE
922908769VTIVANGUARD INDEX FDS$17.2M1.09%53,492CommonSOLE
02079K107GOOGALPHABET INC$8.9M0.57%31,007CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$7.2M0.46%54,152CommonSOLE
453836108INDBINDEPENDENT BK CORP MASS$6.2M0.40%82,067CommonSOLE
78468R796SPYXSPDR SERIES TRUST$5.3M0.34%100,831CommonSOLE
922908363VOOVANGUARD INDEX FDS$4.9M0.31%8,120CommonSOLE
464287614IWFISHARES TR$4.6M0.29%10,673CommonSOLE
742718109PGPROCTER & GAMBLE CO$3.9M0.25%26,828CommonSOLE
464287200IVVISHARES TR$2.8M0.18%4,240CommonSOLE
464287598IWDISHARES TR$2.1M0.13%9,635CommonSOLE
85207H104PHYSSPROTT ASSET MANAGEMENT LP$2.1M0.13%58,084CommonSOLE
931142103WMTWALMART INC$2.0M0.13%15,838CommonSOLE
46435G532SDGISHARES TR$1.8M0.11%21,421CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$1.4M0.09%18,599CommonSOLE
92826C839VVISA INC$1.4M0.09%4,522CommonSOLE
713448108PEPPEPSICO INC$1.3M0.08%8,572CommonSOLE
580135101MCDMCDONALDS CORP$1.3M0.08%4,250CommonSOLE
478160104JNJJOHNSON & JOHNSON$1.3M0.08%5,153CommonSOLE
78409V104SPGIS&P GLOBAL INC$1.2M0.08%2,859CommonSOLE
74340W103PLDPROLOGIS INC.$1.1M0.07%8,149CommonSOLE
17275R102CSCOCISCO SYS INC$1.1M0.07%13,828CommonSOLE
617446448MSMORGAN STANLEY$1.1M0.07%6,473CommonSOLE
58933Y105MRKMERCK & CO INC$1.0M0.07%8,626CommonSOLE
149123101CATCATERPILLAR INC$1.0M0.06%1,418CommonSOLE
30231G102XOMEXXON MOBIL CORP$957,7310.06%5,645CommonSOLE
46090E103QQQINVESCO QQQ TR$932,1460.06%1,615CommonSOLE
191216100KOCOCA COLA CO$922,1000.06%12,041CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$861,2560.05%1,425CommonSOLE
872540109TJXTJX COS INC NEW$860,4640.05%5,388CommonSOLE
09290D101BLKBLACKROCK INC$847,2670.05%881CommonSOLE
00287Y109ABBVABBVIE INC$842,5560.05%3,874CommonSOLE
75513E101RTXRTX CORPORATION$821,1750.05%4,257CommonSOLE
464287309IVWISHARES TR$814,0530.05%7,197CommonSOLE
85207K107PSLVSPROTT ASSET MANAGEMENT LP$759,0170.05%31,120CommonSOLE
922908629VOVANGUARD INDEX FDS$733,1710.05%2,553CommonSOLE
G87052109TELTE CONNECTIVITY PLC$676,1800.04%3,235CommonSOLE
907818108UNPUNION PAC CORP$673,7560.04%2,777CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$655,9870.04%10,237CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$639,5400.04%3,120CommonSOLE
922908736VUGVANGUARD INDEX FDS$607,1380.04%1,390CommonSOLE
002824100ABTABBOTT LABORATORIES$598,6690.04%5,831CommonSOLE
98978V103ZTSZOETIS INC$595,7780.04%5,040CommonSOLE
718172109PMPHILIP MORRIS INTL INC$564,8190.04%3,386CommonSOLE
25434V401DFUSDIMENSIONAL ETF TRUST$560,7560.04%7,908CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$546,0910.03%2,754CommonSOLE
464287499IWRISHARES TR$535,6400.03%5,509CommonSOLE
64110L106NFLXNETFLIX INC.$526,9020.03%5,480CommonSOLE
88160R101TSLATESLA INC$519,7070.03%1,398CommonSOLE
H1467J104CBCHUBB LTD SWITZ$515,1940.03%1,576CommonSOLE
254687106DISDISNEY WALT CO$506,3810.03%5,254CommonSOLE
45168D104IDXXIDEXX LABS INC$502,8920.03%895CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$480,4170.03%1,982CommonSOLE
571903202MARMARRIOTT INTL INC NEW$449,0670.03%1,373CommonSOLE
464287655IWMISHARES TR$440,6960.03%1,777CommonSOLE
235851102DHRDANAHER CORP DEL$416,2900.03%2,191CommonSOLE
68389X105ORCLORACLE CORP$409,9960.03%2,787CommonSOLE
97717X669DGRWWISDOMTREE TR$398,4420.03%4,536CommonSOLE
369604301GEGE AEROSPACE$397,6520.03%1,399CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$387,3500.02%1,143CommonSOLE
278865100ECLECOLAB INC$355,5780.02%1,333CommonSOLE
922908751VBVANGUARD INDEX FDS$339,1860.02%1,295CommonSOLE
922908744VTVVANGUARD INDEX FDS$331,5780.02%1,690CommonSOLE
49714P108KNSLKINSALE CAP GROUP INC$322,5270.02%944CommonSOLE
500767678KRBNKRANESHARES TRUST$317,5350.02%10,695CommonSOLE
464287804IJRISHARES TR$317,4880.02%2,554CommonSOLE
032654105ADIANALOG DEVICES INC$317,1860.02%997CommonSOLE
437076102HDHOME DEPOT INC$316,3920.02%962CommonSOLE
36828A101GEVGE VERNOVA INC$304,8170.02%349CommonSOLE
46435GAA0IBDRISHARES TR$303,0000.02%12,500CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$298,3560.02%2,157CommonSOLE
942622200WSOWATSCO INC$294,6700.02%810CommonSOLE
29446Y502EQXEQUINOX GOLD CORP$293,8560.02%20,322CommonSOLE
78463V107GLDSPDR GOLD TR$293,0270.02%681CommonSOLE
747525103QCOMQUALCOMM INC$285,1190.02%2,214CommonSOLE
46435U515IBDTISHARES TR$283,6960.02%11,200CommonSOLE
78470E106EFAXSPDR INDEX SHS FDS$283,6160.02%5,699CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$272,7360.02%3,200CommonSOLE
231021106CMICUMMINS INC$267,9340.02%498CommonSOLE
458140100INTCINTEL CORP$267,0750.02%6,052CommonSOLE
548661107LOWLOWES COS INC$250,6930.02%1,061CommonSOLE
46435G425ESGUISHARES TR$246,0710.02%1,740CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$243,3500.02%1,403CommonSOLE
665859104NTRSNORTHERN TR CORP$238,4890.02%1,699CommonSOLE
02209S103MOALTRIA GROUP INC$234,6750.01%3,500CommonSOLE
65339F101NEENEXTERA ENERGY INC$230,5280.01%2,482CommonSOLE
464287507IJHISHARES TR$228,3880.01%3,382CommonSOLE
55261F104MTBM & T BK CORP$225,3250.01%1,090CommonSOLE
260003108DOVDOVER CORP$223,2500.01%1,071CommonSOLE
291011104EMREMERSON ELEC CO$221,0310.01%1,687CommonSOLE
780259305SHELSHELL PLC$216,4110.01%2,327CommonSOLE
718546104PSXPHILLIPS 66$213,3330.01%1,171CommonSOLE
842587107SOSOUTHERN CO$208,0010.01%2,155CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$199,7910.01%929CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$197,5430.01%2,140CommonSOLE
882508104TXNTEXAS INSTRS INC$192,1990.01%990CommonSOLE
369550108GDGENERAL DYNAMICS CORP$190,8300.01%556CommonSOLE
46435G516ESGDISHARES TR$188,7540.01%1,974CommonSOLE
209115104EDCONSOLIDATED EDISON INC$185,1620.01%1,636CommonSOLE
438516106HONHONEYWELL INTL INC$177,4340.01%785CommonSOLE
20825C104COPCONOCOPHILLIPS$171,9960.01%1,303CommonSOLE
670100205NVONOVO-NORDISK A S$171,8400.01%4,526CommonSOLE
66987V109NVSNOVARTIS AG$167,1080.01%1,094CommonSOLE
G0593M107AZNASTRAZENECA PLC$161,7200.01%820CommonSOLE
816851109SRESEMPRA$160,0460.01%1,636CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$150,7900.01%1,320CommonSOLE
031162100AMGNAMGEN INC$147,7770.01%420CommonSOLE
717081103PFEPFIZER INC$144,0500.01%5,130CommonSOLE
166764100CVXCHEVRON CORPORATION$142,1400.01%687CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$140,6260.01%1,706CommonSOLE
464288802SUSAISHARES TR$132,1000.01%1,000CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$129,7380.01%2,304CommonSOLE
482480100KLACKLA CORP$126,6270.01%86CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$124,4770.01%2,303CommonSOLE
806407102HSICSCHEIN HENRY INC$120,6470.01%1,637CommonSOLE
98419M100XYLXYLEM INC$120,2170.01%1,006CommonSOLE
87261Y106TMCTMC THE METALS COMPANY INC$118,6790.01%25,413CommonSOLE
25434V724DFUVDIMENSIONAL ETF TRUST$117,7090.01%2,429CommonSOLE
038222105AMATAPPLIED MATLS INC$109,3730.01%320CommonSOLE
464287408IVEISHARES TR$108,1090.01%512CommonSOLE
609207105MDLZMONDELEZ INTL INC$108,0820.01%1,859CommonSOLE
253868103DLRDIGITAL RLTY TR INC$105,4230.01%585CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$105,2910.01%1,366CommonSOLE
941848103WATWATERS CORP$104,8260.01%352CommonSOLE
464287150ITOTISHARES TR$102,6060.01%720CommonSOLE
G54950103LINLINDE PLC$100,6390.01%203CommonSOLE
427866108HSYHERSHEY CO$100,4110.01%483CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$99,6010.01%239CommonSOLE
09260D107BXBLACKSTONE INC$98,4310.01%856CommonSOLE
88579Y101MMM3M CO$97,3040.01%670CommonSOLE
464285204IAUISHARES GOLD TR$96,8880.01%1,099CommonSOLE
30040W108ESEVERSOURCE ENERGY$90,8950.01%1,312CommonSOLE
855244109SBUXSTARBUCKS CORP$90,8440.01%1,014CommonSOLE
N07059210ASMLASML HLDG NV$89,8160.01%68CommonSOLE
83417M104SEDGSOLAREDGE TECHNOLOGIES INC$89,4400.01%1,752CommonSOLE
891160509TDTORONTO DOMINION BK ONT$87,1520.01%934CommonSOLE
98389B100XELXCEL ENERGY INC$85,5550.01%1,069CommonSOLE
46428Q109SLVISHARES SILVER TR$85,2430.01%1,251CommonSOLE
29446M102EQNREQUINOR ASA$82,7120.01%1,960CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$81,7560.01%1,348CommonSOLE
370334104GISGENERAL MILLS INC$80,7670.01%2,170CommonSOLE
58733R102MELIMERCADOLIBRE INC$77,8060.00%45CommonSOLE
82536T107SSTISOUNDTHINKING INC$75,7530.00%11,443CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$72,3950.00%500CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$67,7660.00%147CommonSOLE
086516101BBYBEST BUY INC$67,3750.00%1,034CommonSOLE
25434V500DFASDIMENSIONAL ETF TRUST$65,2970.00%918CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$64,9510.00%248CommonSOLE
79466L302CRMSALESFORCE INC$62,1610.00%333CommonSOLE
25434V609DFATDIMENSIONAL ETF TRUST$60,9510.00%976CommonSOLE
949746101WMT2WELLS FARGO & CO$57,7970.00%726CommonSOLE
05964H105SANBANCO SANTANDER SA$57,2570.00%5,076CommonSOLE
294821608ERICTELEFONAKTIEBOLAGET LM ERICS$56,0010.00%4,969CommonSOLE
808524870SCHPSCHWAB STRATEGIC TR$55,1360.00%2,072CommonSOLE
023608102AEEAMEREN CORP$53,5310.00%487CommonSOLE
46435U853USHYISHARES TR$52,3860.00%1,422CommonSOLE
78467Y107MDYSTATE STR SPDR S&P MIDCAP 40$47,1450.00%76CommonSOLE
704699107PGCPEAPACK-GLADSTONE FINL CORP$43,3440.00%1,231CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GROUP$42,2560.00%522CommonSOLE
12572Q105CMECME GROUP INC$41,9400.00%142CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$41,6720.00%130CommonSOLE
126408103CSXCSX CORP$41,0500.00%1,000CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$40,4560.00%1,053CommonSOLE
704326107PAYXPAYCHEX INC$40,0720.00%435CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$39,8910.00%808CommonSOLE
81730H109SSENTINELONE INC$38,7300.00%3,007CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$38,5310.00%425CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$38,4480.00%189CommonSOLE
F92124100TTETOTALENERGIES SE$38,3940.00%422CommonSOLE
30303M102METAMETA PLATFORMS INC$37,7610.00%66CommonSOLE
857477103STTSTATE STR CORP$37,7150.00%298CommonSOLE
199908104FIXCOMFORT SYS USA INC$37,2330.00%27CommonSOLE
233331107DTEDTE ENERGY CO$36,8460.00%250CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$36,3080.00%93CommonSOLE
92204A405VFHVANGUARD WORLD FD$34,7930.00%288CommonSOLE
25746U109DDOMINION ENERGY INC$34,0010.00%550CommonSOLE
504922105LHLABCORP HOLDINGS INC$33,8850.00%127CommonSOLE
92204A884VOXVANGUARD WORLD FD$33,0910.00%184CommonSOLE
464287671IUSGISHARES TR$32,7280.00%211CommonSOLE
78464A508SPYVSPDR SERIES TRUST$32,1940.00%569CommonSOLE
97717W851DXJWISDOMTREE TR$31,7160.00%200CommonSOLE
803054204SAPSAP SE$30,8180.00%180CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$30,2690.00%24CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$29,8830.00%190CommonSOLE
336433107FSLRFIRST SOLAR INC$29,5890.00%150CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$29,4720.00%7CommonSOLE
760759100RSGREPUBLIC SVCS INC$29,1300.00%133CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$28,7750.00%104CommonSOLE
82509L107SHOPSHOPIFY INC$28,4690.00%240CommonSOLE
911363109URIUNITED RENTALS INC$28,4140.00%39CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$28,1460.00%600CommonSOLE
761152107RMDRESMED INC$27,8360.00%124CommonSOLE
00206R102TAT&T INC$26,9610.00%930CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$25,2560.00%88CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$25,1000.00%400CommonSOLE
651639106NEMNEWMONT CORP$24,6810.00%228CommonSOLE
31428X106FDXFEDEX CORP$23,9610.00%67CommonSOLE
071813109BAXBAXTER INTL INC$23,4000.00%1,392CommonSOLE
65473P105NINISOURCE INC$23,3300.00%500CommonSOLE
863667101SYKSTRYKER CORPORATION$23,0630.00%70CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$22,9680.00%64CommonSOLE
464287622IWBISHARES TR$22,8200.00%64CommonSOLE
464287465EFAISHARES TR$22,7670.00%234CommonSOLE
969904101WSMWILLIAMS SONOMA INC$22,2440.00%122CommonSOLE
165303108CPKCHESAPEAKE UTILS CORP$22,2350.00%175CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$20,5000.00%288CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$20,3750.00%150CommonSOLE
G6700G107NVTNVENT ELEC PLC$19,6340.00%166CommonSOLE
46432F396MTUMISHARES TR$19,4510.00%81CommonSOLE
835699307SONYSONY GROUP CORP$19,3550.00%935CommonSOLE
61945C103MOSMOSAIC CO$19,1250.00%750CommonSOLE
87612G101TRGPTARGA RES CORP$18,5540.00%74CommonSOLE
48251W104KKRKKR & CO INC$18,5000.00%200CommonSOLE
464288620USIGISHARES TR$18,1350.00%354CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$17,1060.00%175CommonSOLE
78464A763SDYSPDR SERIES TRUST$16,6040.00%114CommonSOLE
00214Q104ARKKARK ETF TR$16,4920.00%244CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$15,9240.00%45CommonSOLE
595112103MUMICRON TECHNOLOGY INC$15,8860.00%47CommonSOLE
06417N103OZKBANK OZK LITTLE ROCK ARK$15,6480.00%341CommonSOLE
060505104BACBANK AMERICA CORP$15,3560.00%315CommonSOLE
075887109BDXBECTON DICKINSON & CO$14,3080.00%91CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$13,9900.00%28CommonSOLE
464288877EFVISHARES TR$13,9780.00%188CommonSOLE
40415F101HDBHDFC BANK LTD$13,7840.00%554CommonSOLE
443510607HUBBHUBBELL INC$13,7410.00%28CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$12,5800.00%250CommonSOLE
46284V101IRMIRON MTN INC DEL$12,4630.00%121CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$12,1440.00%82CommonSOLE
Y2573F102FLEXFLEXTRONICS INTL LTD$11,8480.00%181CommonSOLE
172967424CCITIGROUP INC$11,3410.00%100CommonSOLE
337738108FISVFISERV INC$11,1600.00%200CommonSOLE
12514G108CDWCDW CORP$11,1340.00%92CommonSOLE
83444M101SOLVSOLVENTUM CORP$10,9050.00%167CommonSOLE
G0585R106AGOASSURED GUARANTY LTD$10,6740.00%131CommonSOLE
16359R103CHECHEMED CORP NEW$10,1990.00%27CommonSOLE
92204A876VPUVANGUARD WORLD FD$9,9070.00%50CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$9,6190.00%60CommonSOLE
464288885EFGISHARES TR$9,3550.00%84CommonSOLE
78463X509SPEMSPDR INDEX SHS FDS$9,1940.00%196CommonSOLE
46137V613PRFINVESCO EXCHANGE TRADED FD T$9,0310.00%190CommonSOLE
03076C106AMPAMERIPRISE FINL INC$8,4440.00%19CommonSOLE
125523100CITHE CIGNA GROUP$8,2690.00%31CommonSOLE
311900104FASTFASTENAL CO$8,0740.00%174CommonSOLE
464287242LQDISHARES TR$7,5200.00%69CommonSOLE
406216101HALHALLIBURTON CO$7,2130.00%185CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$7,1060.00%116CommonSOLE
464288661IEIISHARES TR$6,7600.00%57CommonSOLE
806857108SLBSLB LIMITED$5,8400.00%113CommonSOLE
929740108WABWABTEC$5,7480.00%23CommonSOLE
375558103GILDGILEAD SCIENCES INC$5,4350.00%39CommonSOLE
922908553VNQVANGUARD INDEX FDS$5,1450.00%58CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$4,8270.00%33CommonSOLE
126650100CVSCVS HEALTH CORP$4,5250.00%63CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$4,0110.00%36CommonSOLE
20030N101CMCSACOMCAST CORP NEW$3,9330.00%137CommonSOLE
46432F339QUALISHARES TR$3,8360.00%20CommonSOLE
50212V100LPLALPL FINL HLDGS INC$3,6100.00%12CommonSOLE
345370860FFORD MTR CO$3,3580.00%291CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$3,2770.00%25CommonSOLE
46429B697USMVISHARES TR$3,2460.00%35CommonSOLE
78464A201SLYGSPDR SERIES TRUST$3,0920.00%32CommonSOLE
464287879IJSISHARES TR$3,0800.00%26CommonSOLE
629377508NRGNRG ENERGY INC$3,0690.00%21CommonSOLE
501044101KRKROGER CO$2,8220.00%39CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$2,7990.00%18CommonSOLE
45784P101PODDINSULET CORP$2,5180.00%12CommonSOLE
37045V100GMGENERAL MTRS CO$2,4590.00%33CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$2,4460.00%34CommonSOLE
78463X749RWOSPDR INDEX SHS FDS$2,4260.00%53CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$2,3550.00%6CommonSOLE
34959J108FTVFORTIVE CORP$2,3220.00%42CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$2,3180.00%3CommonSOLE
92338C103VLTOVERALTO CORP$2,3020.00%26CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$2,0290.00%28CommonSOLE
278642103EBAYEBAY INC.$2,0020.00%22CommonSOLE
83443Q103SOLSSOLSTICE ADVANCED MATLS INC$1,9040.00%25CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$1,5040.00%16CommonSOLE
880770102TERTERADYNE INC$1,4820.00%5CommonSOLE
143658300CCL1EURCARNIVAL CORP$1,4750.00%57CommonSOLE
35671D857FCXFREEPORT MCMORAN INC$1,4110.00%24CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$1,4000.00%51CommonSOLE
518439104ELLAUDER ESTEE COS INC$1,2920.00%18CommonSOLE
012653101ALBALBEMARLE CORP$1,2600.00%7CommonSOLE
446413106HIIHUNTINGTON INGALLS INDS INC$1,1400.00%3CommonSOLE
512807306LRCXLAM RESEARCH CORP$1,0700.00%5CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$1,0350.00%3CommonSOLE
256677105DGDOLLAR GEN CORP$7120.00%6CommonSOLE
29414B104EPAMEPAM SYS INC$6770.00%5CommonSOLE
418056107HASHASBRO INC$6550.00%7CommonSOLE
928881101VNTVONTIER CORPORATION$6030.00%17CommonSOLE
750940108RALRALLIANT CORP$5820.00%14CommonSOLE
60770K107MRNAMODERNA INC$5080.00%10CommonSOLE
H17182108CRSPCRISPR THERAPEUTICS AG$4760.00%10CommonSOLE
549498202LCIDLUCID GROUP INC$4100.00%43CommonSOLE
925283103VSNTVERSANT MEDIA GROUP INC$1850.00%5CommonSOLE
46090F100PDBCINVESCO ACTVELY MNGD ETC FD$1730.00%10CommonSOLE
29082K105EMBCEMBECTA CORP$1680.00%19CommonSOLE
15961R303CHPTCHARGEPOINT HOLDINGS INC$440.00%9CommonSOLE
92206C706VGITVANGUARD SCOTTSDALE FDS$350.00%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.