Now live: Pro — the full 13F research suite for serious investorsSee pricing →
Mowery & Schoenfeld Wealth Management, LLC

Q4 2025 · 13F-HR

Mowery & Schoenfeld Wealth Management, LLCholdings as filed

Filed 2026-01-28 · accession 0002019946-26-000001

$69.0M
Reported value
475
Positions
2025-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
316092808FTECFIDELITY COVINGTON TRUST$6.7M9.72%29,852CommonNONE
67066G104NVDANVIDIA CORPORATION$4.6M6.73%24,903CommonNONE
037833100AAPLAPPLE INC$4.0M5.79%14,692CommonNONE
46137V613PRFINVESCO EXCHANGE TRADED FD T$3.8M5.46%80,261CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$3.7M5.35%93,174CommonNONE
02079K305GOOGLALPHABET INC$3.2M4.58%10,092CommonNONE
594918104MSFTMICROSOFT CORP$2.8M4.00%5,710CommonNONE
74348A467NOBLPROSHARES TR$2.6M3.81%25,278CommonSOLE
02079K107GOOGALPHABET INC$2.1M2.97%6,536CommonNONE
532457108LLYELI LILLY & CO$1.7M2.49%1,599CommonNONE
931142103WMTWALMART INC$1.5M2.22%13,741CommonSOLE
464287606IJKISHARES TR$1.3M1.85%13,200CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$1.2M1.79%1,812CommonNONE
023135106AMZNAMAZON COM INC$908,1431.32%3,934CommonSOLE
92826C839VVISA INC$905,3051.31%2,581CommonNONE
68389X105ORCLORACLE CORP$788,5781.14%4,046CommonNONE
46429B655FLOTISHARES TR$751,0501.09%14,767CommonNONE
00287Y109ABBVABBVIE INC$691,8051.00%3,028CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$656,0220.95%1,305CommonNONE
464287200IVVISHARES TR$653,4330.95%954CommonSOLE
464287168DVYISHARES TR$641,4820.93%4,545CommonNONE
09290D101BLKBLACKROCK INC$613,3050.89%573CommonNONE
060505104BACBANK AMERICA CORP$601,6450.87%10,939CommonNONE
149123101CATCATERPILLAR INC$595,8370.86%1,040CommonNONE
88160R101TSLATESLA INC$579,7710.84%1,289CommonNONE
464287507IJHISHARES TR$570,4380.83%8,643CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$559,9240.81%1,738CommonNONE
036752103ELVELEVANCE HEALTH INC FORMERLY$529,6820.77%1,511CommonNONE
11135F101AVGOBROADCOM INC$485,2330.70%1,402CommonNONE
548661107LOWLOWES COS INC$453,5730.66%1,881CommonNONE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$422,2140.61%1,470CommonSOLE
56167R606LCRMANAGED PORTFOLIO SERIES$418,0520.61%10,976CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$390,8640.57%3,264CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$327,6820.48%380CommonNONE
025816109AXPAMERICAN EXPRESS CO$327,0990.47%884CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$325,7150.47%922CommonSOLE
665859104NTRSNORTHERN TR CORP$314,0210.46%2,299CommonNONE
046353108AZNNASTRAZENECA PLC$285,3510.41%3,104CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$281,3050.41%1,087CommonSOLE
22052L104CTVACORTEVA INC$278,4430.40%4,154CommonNONE
30303M102METAMETA PLATFORMS INC$250,8350.36%380CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$246,2570.36%3,942CommonNONE
75513E101RTXRTX CORPORATION$245,7560.36%1,340CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$242,4910.35%836CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$238,4710.35%2,501CommonSOLE
92939U106WECWEC ENERGY GROUP INC$234,4380.34%2,223CommonSOLE
478160104JNJJOHNSON & JOHNSON$230,5430.33%1,114CommonSOLE
30231G102XOMEXXON MOBIL CORP$226,7460.33%1,884CommonNONE
G54950103LINLINDE PLC$220,0180.32%516CommonSOLE
46090E103QQQINVESCO QQQ TR$219,9230.32%358CommonSOLE
65339F101NEENEXTERA ENERGY INC$219,3250.32%2,732CommonNONE
437076102HDHOME DEPOT INC$214,2590.31%623CommonNONE
17275R102CSCOCISCO SYS INC$205,0330.30%2,662CommonNONE
743315103PGRPROGRESSIVE CORP$204,6440.30%899CommonNONE
278865100ECLECOLAB INC$197,9410.29%754CommonSOLE
79466L302CRMSALESFORCE INC$197,3580.29%745CommonNONE
902252105TYLTYLER TECHNOLOGIES INC$192,0210.28%423CommonSOLE
64110L106NFLXNETFLIX INC$191,2710.28%2,040CommonNONE
922908769VTIVANGUARD INDEX FDS$188,4220.27%562CommonSOLE
G29183103ETNEATON CORP PLC$187,9210.27%590CommonNONE
464287465EFAISHARES TR$186,5870.27%1,943CommonNONE
235851102DHRDANAHER CORPORATION$181,9920.26%795CommonSOLE
922908611VBRVANGUARD INDEX FDS$178,7510.26%844CommonSOLE
29261A100EHCENCOMPASS HEALTH CORP$173,0090.25%1,630CommonSOLE
H1467J104CBCHUBB LIMITED$171,9790.25%551CommonSOLE
74743L100QQNITY ELECTRONICS INC$171,1390.25%2,096CommonNONE
26614N102DDDUPONT DE NEMOURS INC$168,5190.24%4,192CommonNONE
775711104ROLROLLINS INC$156,1130.23%2,601CommonNONE
30161N101EXCEXELON CORP$155,6670.23%3,571CommonSOLE
369604301GEGE AEROSPACE$155,5560.23%505CommonNONE
855244109SBUXSTARBUCKS CORP$148,6310.22%1,765CommonSOLE
482480100KLACKLA CORP$148,2400.21%122CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$147,1330.21%6,120CommonSOLE
922908595VBKVANGUARD INDEX FDS$139,5750.20%462CommonSOLE
166764100CVXCHEVRON CORP NEW$130,5210.19%856CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$129,1540.19%425CommonSOLE
032654105ADIANALOG DEVICES INC$128,2780.19%473CommonSOLE
33738D101EMLPFIRST TR EXCHANGE-TRADED FD$125,1610.18%3,305CommonSOLE
718172109PMPHILIP MORRIS INTL INC$122,8670.18%766CommonSOLE
949746101WMT2WELLS FARGO CO NEW$118,4760.17%1,271CommonNONE
969457100WMBWILLIAMS COS INC$116,7340.17%1,942CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$116,6910.17%474CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$115,1760.17%800CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$114,1480.17%533CommonNONE
191098102COKECOCA COLA CONS INC$113,4420.16%740CommonSOLE
20030N101CMCSACOMCAST CORP NEW$110,2680.16%3,689CommonNONE
78463V107GLDSPDR GOLD TR$108,9860.16%275CommonSOLE
461202103INTUINTUIT$108,6760.16%164CommonSOLE
020002101ALLALLSTATE CORP$108,2380.16%520CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$104,2410.15%1,939CommonNONE
58933Y105MRKMERCK & CO INC$101,9970.15%969CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$100,6840.15%305CommonSOLE
882508104TXNTEXAS INSTRS INC$100,5470.15%580CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$99,9070.14%539CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$95,2380.14%2,600CommonNONE
907818108UNPUNION PAC CORP$93,2220.14%403CommonNONE
002824100ABTABBOTT LABS$92,3450.13%737CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$90,1770.13%304CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$88,0770.13%152CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$86,8060.13%469CommonSOLE
009158106APDAIR PRODS & CHEMS INC$86,1750.12%349CommonNONE
36828A101GEVGE VERNOVA INC$84,9650.12%130CommonNONE
872540109TJXTJX COS INC NEW$83,9550.12%547CommonSOLE
863667101SYKSTRYKER CORPORATION$82,6320.12%235CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$81,8000.12%318CommonNONE
438516106HONHONEYWELL INTL INC$79,7920.12%409CommonNONE
808513105SCHWSCHWAB CHARLES CORP$78,7820.11%789CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$78,7500.11%544CommonSOLE
464287804IJRISHARES TR$78,6720.11%655CommonNONE
260557103DOWDOW INC$74,8870.11%3,203CommonNONE
30034W106EVRGEVERGY INC$73,3600.11%1,012CommonNONE
609207105MDLZMONDELEZ INTL INC$73,0020.11%1,356CommonNONE
747525103QCOMQUALCOMM INC$70,7480.10%414CommonNONE
191216100KOCOCA COLA CO$70,0500.10%1,002CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$69,7240.10%815CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$69,6200.10%13CommonNONE
464288885EFGISHARES TR$69,3780.10%609CommonNONE
14040H105COFCAPITAL ONE FINL CORP$69,3150.10%286CommonSOLE
872590104TMUST-MOBILE US INC$69,0340.10%340CommonSOLE
018802108LNTALLIANT ENERGY CORP$65,2710.09%1,004CommonNONE
053611109AVYAVERY DENNISON CORP$64,9320.09%357CommonSOLE
816851109SRESEMPRA$64,6930.09%733CommonSOLE
00724F101ADBEADOBE INC$63,3490.09%181CommonNONE
12514G108CDWCDW CORP$62,9250.09%462CommonSOLE
810186106SMGSCOTTS MIRACLE-GRO CO$61,2680.09%1,050CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$60,9920.09%292CommonNONE
031162100AMGNAMGEN INC$60,0830.09%184CommonNONE
464287150ITOTISHARES TR$59,9230.09%403CommonNONE
91913Y100VLOVALERO ENERGY CORP$58,4840.08%359CommonNONE
172967424CCITIGROUP INC$57,1890.08%490CommonNONE
742718109PGPROCTER AND GAMBLE CO$56,1780.08%392CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$56,0700.08%99CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$54,4980.08%62CommonNONE
369550108GDGENERAL DYNAMICS CORP$52,1830.08%155CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$51,2960.07%1,600CommonSOLE
02209S103MOALTRIA GROUP INC$50,9140.07%883CommonSOLE
87612E106TGTTARGET CORP$49,4620.07%506CommonNONE
30040W108ESEVERSOURCE ENERGY$49,4210.07%734CommonNONE
57636Q104MAMASTERCARD INCORPORATED$49,1010.07%86CommonNONE
929160109VMCVULCAN MATLS CO$49,0580.07%172CommonSOLE
512807306LRCXLAM RESEARCH CORP$48,9580.07%286CommonNONE
133131102CPTCAMDEN PPTY TR$48,3840.07%440CommonSOLE
00206R102TAT&T INC$47,4770.07%1,911CommonNONE
595112103MUMICRON TECHNOLOGY INC$47,0930.07%165CommonNONE
81762P102NOWSERVICENOW INC$45,1920.07%295CommonNONE
233331107DTEDTE ENERGY CO$44,3700.06%344CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$42,8010.06%810CommonNONE
922908363VOOVANGUARD INDEX FDS$41,9470.06%67CommonSOLE
580135101MCDMCDONALDS CORP$41,8720.06%137CommonNONE
681919106OMCOMNICOM GROUP INC$41,0210.06%508CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$40,4850.06%71CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$39,6790.06%226CommonNONE
219350105GLWCORNING INC$38,7020.06%442CommonNONE
94106L109WMWASTE MGMT INC DEL$38,6690.06%176CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$38,6290.06%280CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$38,0030.06%214CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$37,0500.05%48CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$36,9410.05%405CommonNONE
45168D104IDXXIDEXX LABS INC$36,5330.05%54CommonNONE
126408103CSXCSX CORP$36,5040.05%1,007CommonNONE
44955L106IAUXI-80 GOLD CORP$36,5000.05%25,000CommonNONE
922908736VUGVANGUARD INDEX FDS$36,1020.05%74CommonSOLE
803054204SAPSAP SE$34,7370.05%143CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$34,6130.05%396CommonNONE
713448108PEPPEPSICO INC$33,1540.05%231CommonNONE
12572Q105CMECME GROUP INC$33,0430.05%121CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$32,8190.05%280CommonNONE
89832Q109TFCTRUIST FINL CORP$32,3080.05%657CommonNONE
701094104PHPARKER-HANNIFIN CORP$31,6880.05%36CommonNONE
78463X749RWOSPDR INDEX SHS FDS$31,3340.05%696CommonNONE
617446448MSMORGAN STANLEY$31,2570.05%176CommonNONE
55354G100MSCIMSCI INC$30,4290.04%53CommonNONE
82509L107SHOPSHOPIFY INC$29,4580.04%183CommonNONE
46434V621DGROISHARES TR$29,2960.04%422CommonNONE
37045V100GMGENERAL MTRS CO$29,2760.04%360CommonSOLE
281020107EIXEDISON INTL$27,1630.04%453CommonSOLE
244199105DEDEERE & CO$27,0730.04%58CommonNONE
59156R108METMETLIFE INC$26,9980.04%342CommonSOLE
78409V104SPGIS&P GLOBAL INC$25,6070.04%49CommonNONE
49456B101KMIKINDER MORGAN INC DEL$25,4970.04%927CommonNONE
254687106DISDISNEY WALT CO$24,2340.04%213CommonNONE
66987V109NVSNOVARTIS AG$23,5760.03%171CommonNONE
125523100CITHE CIGNA GROUP$23,3950.03%85CommonSOLE
78464A409SPYGSPDR SERIES TRUST$22,5140.03%211CommonNONE
032095101APHAMPHENOL CORP NEW$22,4340.03%166CommonNONE
302130109EXPDEXPEDITORS INTL WASH INC$22,3520.03%150CommonNONE
375558103GILDGILEAD SCIENCES INC$22,2160.03%181CommonNONE
038222105AMATAPPLIED MATLS INC$22,1020.03%86CommonNONE
311900104FASTFASTENAL CO$21,9730.03%548CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$21,1960.03%79CommonNONE
60770K107MRNAMODERNA INC$20,6430.03%700CommonSOLE
20464U100COMPCOMPASS INC$19,7450.03%1,868CommonNONE
58155Q103MCKMCKESSON CORP$19,6870.03%24CommonNONE
G5960L103MDTMEDTRONIC PLC$18,8280.03%196CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$18,6910.03%368CommonSOLE
922475108VEEVVEEVA SYS INC$17,8590.03%80CommonNONE
040413205ANETARISTA NETWORKS INC$17,8210.03%136CommonNONE
40412C101HCAHCA HEALTHCARE INC$17,2740.03%37CommonNONE
902973304USBUS BANCORP DEL$17,0880.02%320CommonNONE
053332102AZOAUTOZONE INC$16,9580.02%5CommonNONE
009066101ABNBAIRBNB INC$16,6940.02%123CommonNONE
34959J108FTVFORTIVE CORP$16,6740.02%302CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$16,5580.02%143CommonNONE
88579Y101MMM3M CO$16,2330.02%101CommonNONE
31428X106FDXFEDEX CORP$15,5990.02%54CommonNONE
G0403H108AONAON PLC$15,5360.02%44CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$15,4660.02%418CommonNONE
680223104ORIOLD REP INTL CORP$15,2900.02%335CommonSOLE
98978V103ZTSZOETIS INC$15,0990.02%120CommonNONE
904767803ULUNILEVER PLC$14,9770.02%229CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$14,8260.02%275CommonNONE
20825C104COPCONOCOPHILLIPS$14,8140.02%158CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$14,6920.02%47CommonNONE
291011104EMREMERSON ELEC CO$14,2020.02%107CommonNONE
871607107SNPSSYNOPSYS INC$14,0920.02%30CommonNONE
78464A763SDYSPDR SERIES TRUST$13,9160.02%100CommonNONE
231021106CMICUMMINS INC$13,7830.02%27CommonNONE
95040Q104WELLWELLTOWER INC$13,5500.02%73CommonNONE
842587107SOSOUTHERN CO$12,8190.02%147CommonNONE
981419104WRLDWORLD ACCEP CORPORATION$12,6360.02%90CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$12,6330.02%78CommonNONE
46432F842IEFAISHARES TR$12,1670.02%136CommonNONE
384802104GWWWW GRAINGER INC$12,1190.02%12CommonNONE
464287440IEFISHARES TR$12,0200.02%125CommonSOLE
651639106NEMNEWMONT CORP$11,9820.02%120CommonNONE
74834L100DGXQUEST DIAGNOSTICS INC$11,9740.02%69CommonNONE
958102105WDCWESTERN DIGITAL CORP$11,8870.02%69CommonNONE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$11,8860.02%200CommonNONE
26884L109EQTEQT CORP$11,8460.02%221CommonSOLE
23331A109DHID R HORTON INC$11,8330.02%82CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$11,6760.02%30CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$11,5670.02%42CommonNONE
443510607HUBBHUBBELL INC$11,5470.02%26CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$11,5050.02%53CommonNONE
172908105CTASCINTAS CORP$11,4930.02%61CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$11,4850.02%140CommonNONE
09260D107BXBLACKSTONE INC$11,4820.02%74CommonNONE
46435G425ESGUISHARES TR$11,4720.02%77CommonSOLE
778296103ROSTROSS STORES INC$11,3490.02%63CommonNONE
756109104OREALTY INCOME CORP$11,2740.02%200CommonSOLE
92276F100VTRVENTAS INC$11,2550.02%145CommonNONE
30254T577FPAGINVESTMENT MANAGERS SER TR I$11,1300.02%300CommonSOLE
893641100TDGTRANSDIGM GROUP INC$10,6390.02%8CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$10,6290.02%37CommonNONE
052769106ADSKAUTODESK INC$10,3610.02%35CommonNONE
571903202MARMARRIOTT INTL INC NEW$10,2380.01%33CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$10,1980.01%120CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$10,1310.01%55CommonNONE
693718108PCARPACCAR INC$10,1040.01%92CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$9,5830.01%25CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$9,5210.01%21CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$9,4840.01%34CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$9,4240.01%344CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$9,3760.01%20CommonNONE
87165B103SYFSYNCHRONY FINANCIAL$9,2130.01%110CommonNONE
075887109BDXBECTON DICKINSON & CO$9,1220.01%47CommonNONE
718546104PSXPHILLIPS 66$9,0330.01%70CommonNONE
14149Y108CAHCARDINAL HEALTH INC$8,8730.01%43CommonNONE
G87052109TELTE CONNECTIVITY PLC$8,8730.01%39CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$8,8490.01%70CommonNONE
109696104BCOBRINKS CO$8,7550.01%75CommonNONE
278642103EBAYEBAY INC.$8,7100.01%100CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$8,5240.01%146CommonNONE
247361702DALDELTA AIR LINES INC DEL$8,4670.01%122CommonNONE
744320102PRUPRUDENTIAL FINL INC$8,4660.01%75CommonNONE
29444U700EQIXEQUINIX INC$8,4280.01%11CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$8,3850.01%100CommonNONE
78464A854SPYMSPDR SERIES TRUST$8,3430.01%104CommonSOLE
550021109LULULULULEMON ATHLETICA INC$8,3130.01%40CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$8,2200.01%28CommonNONE
609839105MPWRMONOLITHIC PWR SYS INC$8,1700.01%9CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$8,1570.01%283CommonNONE
74762E102QUREQUANTA SVCS INC$8,0220.01%19CommonNONE
257651109DCIDONALDSON INC$7,9800.01%90CommonNONE
903731107ULSUL SOLUTIONS INC$7,8860.01%100CommonSOLE
03073E105CORCENCORA INC$7,7860.01%23CommonNONE
773903109ROKROCKWELL AUTOMATION INC$7,7820.01%20CommonNONE
253868103DLRDIGITAL RLTY TR INC$7,4270.01%48CommonNONE
988498101YUMYUM BRANDS INC$7,4130.01%49CommonNONE
464288646IGSBISHARES TR$7,3510.01%139CommonNONE
126650100CVSCVS HEALTH CORP$7,3020.01%92CommonNONE
539830109LMTLOCKHEED MARTIN CORP$7,2560.01%15CommonNONE
879360105TDYTELEDYNE TECHNOLOGIES INC$7,1510.01%14CommonNONE
824348106SHWSHERWIN WILLIAMS CO$7,1290.01%22CommonNONE
031100100AMEAMETEK INC$6,9810.01%34CommonNONE
704326107PAYXPAYCHEX INC$6,9560.01%62CommonNONE
579780206MKCMCCORMICK & CO INC$6,8110.01%100CommonNONE
30212P303EXPEEXPEDIA GROUP INC$6,8000.01%24CommonNONE
001055102AFLAFLAC INC$6,7270.01%61CommonNONE
337738108FISVFISERV INC$6,7170.01%100CommonNONE
115637209BF/BBROWN FORMAN CORP$6,6980.01%257CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$6,6880.01%15CommonNONE
460146103IPINTERNATIONAL PAPER CO$6,5790.01%167CommonNONE
464287598IWDISHARES TR$6,5210.01%31CommonNONE
29364G103ETRENTERGY CORP NEW$6,4220.01%69CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$6,3720.01%100CommonNONE
34959E109FTNTFORTINET INC$6,3530.01%80CommonNONE
806857108SLBSLB LIMITED$6,3330.01%165CommonNONE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$6,3080.01%76CommonNONE
64110D104NTAPNETAPP INC$6,2270.01%58CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$6,2270.01%10CommonNONE
253393102DKSDICKS SPORTING GOODS INC$6,1380.01%31CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$6,1330.01%135CommonNONE
03743Q108APAAPA CORPORATION$6,0910.01%249CommonNONE
761152107RMDRESMED INC$6,0370.01%25CommonNONE
910047109UALUNITED AIRLS HLDGS INC$5,9270.01%53CommonNONE
55261F104MTBM & T BK CORP$5,8430.01%29CommonNONE
629377508NRGNRG ENERGY INC$5,7570.01%36CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$5,7540.01%58CommonNONE
74874Q100QNSTQUINSTREET INC$5,7050.01%397CommonNONE
682189105ONON SEMICONDUCTOR CORP$5,6860.01%105CommonNONE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$5,6330.01%22CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$5,6210.01%70CommonNONE
592688105MTDMETTLER TOLEDO INTERNATIONAL$5,5770.01%4CommonNONE
37954Y442CLOUGLOBAL X FDS$5,5420.01%245CommonNONE
896239100TRMBTRIMBLE INC$5,4070.01%69CommonNONE
46434G863ESGEISHARES INC$5,3010.01%120CommonSOLE
46435U135IHAKISHARES TR$5,2460.01%109CommonNONE
876030107TPRTAPESTRY INC$5,2390.01%41CommonNONE
464288661IEIISHARES TR$5,1330.01%43CommonSOLE
012653101ALBALBEMARLE CORP$5,0920.01%36CommonNONE
G3223R108EGEVEREST GROUP LTD$5,0910.01%15CommonNONE
316773100FITBFIFTH THIRD BANCORP$5,0530.01%108CommonNONE
83443Q103SOLSSOLSTICE ADVANCED MATLS INC$4,9560.01%102CommonNONE
143658300CCL1EURCARNIVAL CORP$4,9480.01%162CommonNONE
464287523SOXXISHARES TR$4,9280.01%16CommonNONE
46434G103IEMGISHARES INC$4,9080.01%73CommonNONE
45687V106IRINGERSOLL RAND INC$4,8330.01%61CommonNONE
631103108NDAQNASDAQ INC$4,6630.01%48CommonNONE
217204106CPRTCOPART INC$4,6590.01%119CommonNONE
880770102TERTERADYNE INC$4,6460.01%24CommonNONE
464286822EWWISHARES INC$4,5760.01%66CommonNONE
83088M102SWKSSKYWORKS SOLUTIONS INC$4,5660.01%72CommonNONE
12541W209CHRWC H ROBINSON WORLDWIDE INC$4,5020.01%28CommonNONE
H2906T109GRMNGARMIN LTD$4,4630.01%22CommonNONE
74460D109PSAPUBLIC STORAGE OPER CO$4,4120.01%17CommonNONE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$4,3000.01%179CommonNONE
G0176J109ALLEALLEGION PLC$4,2990.01%27CommonNONE
464288653TLHISHARES TR$4,2710.01%42CommonSOLE
049560105ATOATMOS ENERGY CORP$4,1910.01%25CommonNONE
758849103REGREGENCY CTRS CORP$4,1420.01%60CommonNONE
526057104LENLENNAR CORP$4,1290.01%40CommonNONE
46284V101IRMIRON MTN INC DEL$4,0650.01%49CommonNONE
303075105FDSFACTSET RESH SYS INC$4,0630.01%14CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$4,0590.01%27CommonNONE
03831W108APPAPPLOVIN CORP$4,0430.01%6CommonNONE
92189H730SMOTVANECK ETF TRUST$4,0190.01%111CommonNONE
504922105LHLABCORP HOLDINGS INC$4,0150.01%16CommonNONE
174610105CFGCITIZENS FINL GROUP INC$4,0090.01%69CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$3,9930.01%39CommonNONE
30225T102EXREXTRA SPACE STORAGE INC$3,9070.01%30CommonNONE
857477103STTSTATE STR CORP$3,8710.01%30CommonNONE
655663102NDSNNORDSON CORP$3,8470.01%16CommonNONE
444859102HUMHUMANA INC$3,8420.01%15CommonNONE
294429105EFXEQUIFAX INC$3,6890.01%17CommonNONE
464288372IGFISHARES TR$3,6820.01%60CommonNONE
46266C105IQVIQVIA HLDGS INC$3,6070.01%16CommonNONE
92206C771VMBSVANGUARD SCOTTSDALE FDS$3,4840.01%74CommonSOLE
46435U663ESMLISHARES TR$3,4490.00%75CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$3,4420.00%214CommonNONE
297178105ESSESSEX PPTY TR INC$3,4250.00%13CommonNONE
941848103WATWATERS CORP$3,4190.00%9CommonNONE
46435U853USHYISHARES TR$3,4030.00%91CommonSOLE
26875P101EOGEOG RES INC$3,3610.00%32CommonNONE
40434L105HPQHP INC$3,3420.00%150CommonNONE
80004C200SNDKSANDISK CORP$3,3240.00%14CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$3,2690.00%40CommonNONE
493267108KEYKEYCORP$3,2200.00%156CommonNONE
517834107LVSLAS VEGAS SANDS CORP$3,1430.00%48CommonNONE
45784P101PODDINSULET CORP$3,1270.00%11CommonNONE
458140100INTCINTEL CORP$3,1000.00%84CommonNONE
56585A102MPCMARATHON PETE CORP$3,0900.00%19CommonNONE
668771108GENGEN DIGITAL INC$3,0290.00%111CommonNONE
G7S00T104PNRPENTAIR PLC$3,0280.00%29CommonNONE
12503M108CBOECBOE GLOBAL MKTS INC$3,0120.00%12CommonNONE
237194105DRIDARDEN RESTAURANTS INC$2,9660.00%16CommonNONE
466313103JBLJABIL INC$2,9650.00%13CommonNONE
540424108LLOEWS CORP$2,8440.00%27CommonNONE
023608102AEEAMEREN CORP$2,7970.00%28CommonNONE
70432V102PAYCPAYCOM SOFTWARE INC$2,7100.00%17CommonNONE
538034109LYVLIVE NATION ENTERTAINMENT IN$2,7080.00%19CommonNONE
65473P105NINISOURCE INC$2,6920.00%64CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$2,6790.00%12CommonNONE
92343E102VRSNVERISIGN INC$2,6730.00%11CommonNONE
45337C102INCYINCYTE CORP$2,6670.00%27CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$2,6450.00%46CommonNONE
559166103MGICMAGIC SOFTWARE ENTERPRISES L$2,5750.00%100CommonSOLE
654106103NKENIKE INC$2,5490.00%40CommonNONE
41151J505HGERHARBOR ETF TRUST$2,5070.00%101CommonNONE
04621X108AIZASSURANT INC$2,4180.00%10CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$2,2810.00%31CommonNONE
49177J102KVUEKENVUE INC$2,2260.00%129CommonNONE
552953101MGMMGM RESORTS INTERNATIONAL$2,1900.00%60CommonNONE
46434V100SLQDISHARES TR$2,1810.00%43CommonNONE
29250N105ENBENBRIDGE INC$2,1530.00%45CommonSOLE
751212101RLRALPH LAUREN CORP$2,1220.00%6CommonNONE
92189F601NLRVANECK ETF TRUST$2,1000.00%17CommonNONE
29476L107EQREQUITY RESIDENTIAL$2,0180.00%32CommonNONE
15135B101CNCCENTENE CORP DEL$1,8110.00%44CommonNONE
00130H105AESAES CORP$1,8070.00%126CommonNONE
37940X102GPNGLOBAL PMTS INC$1,7810.00%23CommonNONE
09062X103BIIBBIOGEN INC$1,7600.00%10CommonNONE
501889208LKQLKQ CORP$1,7520.00%58CommonNONE
98138H101WDAYWORKDAY INC$1,7190.00%8CommonNONE
37959E102GLGLOBE LIFE INC$1,6820.00%12CommonNONE
127097103CTRACOTERRA ENERGY INC$1,6590.00%63CommonNONE
955306105WSTWEST PHARMACEUTICAL SVSC INC$1,6510.00%6CommonNONE
83444M101SOLVSOLVENTUM CORP$1,5850.00%20CommonNONE
922042718VSSVANGUARD INTL EQUITY INDEX F$1,5770.00%11CommonNONE
717081103PFEPFIZER INC$1,5690.00%63CommonNONE
92345Y106VRSKVERISK ANALYTICS INC$1,5660.00%7CommonNONE
200340107CMACOMERICA INC$1,5650.00%18CommonNONE
445658107JBHTHUNT J B TRANS SVCS INC$1,5550.00%8CommonNONE
833445109SNOWSNOWFLAKE INC$1,5360.00%7CommonNONE
615369105MCOMOODYS CORP$1,5330.00%3CommonNONE
315616102FFIVF5 INC$1,5320.00%6CommonNONE
25434V658DFGRDIMENSIONAL ETF TRUST$1,4800.00%56CommonNONE
989701107ZIONZIONS BANCORPORATION N A$1,4750.00%25CommonNONE
086516101BBYBEST BUY INC$1,4730.00%22CommonNONE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$1,4570.00%6CommonNONE
883203101TXTTEXTRON INC$1,3950.00%16CommonNONE
345370860FFORD MTR CO$1,3910.00%106CommonNONE
65249B109NWSANEWS CORP NEW$1,3850.00%53CommonNONE
19260Q107COINCOINBASE GLOBAL INC$1,3570.00%6CommonNONE
78410G104SBACSBA COMMUNICATIONS CORP NEW$1,3550.00%7CommonNONE
983134107WYNNWYNN RESORTS LTD$1,3240.00%11CommonNONE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$1,3240.00%15CommonNONE
G66721104NCLHNORWEGIAN CRUISE LINE HLDG L$1,3170.00%59CommonNONE
205887102CAGCONAGRA BRANDS INC$1,3160.00%76CommonNONE
097023105BABOEING CO$1,3030.00%6CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$1,2990.00%30CommonNONE
92189F692PPHVANECK ETF TRUST$1,2980.00%13CommonNONE
92338C103VLTOVERALTO CORP$1,2980.00%13CommonNONE
46428Q109SLVISHARES SILVER TR$1,2890.00%20CommonSOLE
48251W104KKRKKR & CO INC$1,2750.00%10CommonNONE
427866108HSYHERSHEY CO$1,2740.00%7CommonNONE
047649108ATKRATKORE INC$1,2650.00%20CommonNONE
443201108HWMHOWMET AEROSPACE INC$1,2320.00%6CommonNONE
368736104GNRCGENERAC HLDGS INC$1,2280.00%9CommonNONE
00846U101AAGILENT TECHNOLOGIES INC$1,2250.00%9CommonNONE
071813109BAXBAXTER INTL INC$1,2240.00%64CommonNONE
60855R100MOHMOLINA HEALTHCARE INC$1,2150.00%7CommonNONE
90384S303ULTAULTA BEAUTY INC$1,2110.00%2CommonNONE
159864107CRLCHARLES RIV LABS INTL INC$1,1970.00%6CommonNONE
252131107DXCMDEXCOM INC$1,1290.00%17CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$1,0760.00%62CommonNONE
513272104LWLAMB WESTON HLDGS INC$1,0480.00%25CommonNONE
854502101SWKSTANLEY BLACK & DECKER INC$1,0400.00%14CommonNONE
534187109LNCLINCOLN NATL CORP IND$1,0380.00%23CommonNONE
H11356104BGBUNGE GLOBAL SA$9800.00%11CommonNONE
92647N527UITBVICTORY PORTFOLIOS II$9480.00%20CommonNONE
09073M104TECHBIO-TECHNE CORP$9410.00%16CommonNONE
852234103XYZBLOCK INC$9120.00%14CommonNONE
11777Q209BTGB2GOLD CORP$9020.00%200CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$8970.00%22CommonNONE
015271109AREALEXANDRIA REAL ESTATE EQ IN$8810.00%18CommonNONE
25746U109DDOMINION ENERGY INC$8790.00%15CommonNONE
M7518J104ODDODDITY TECH LTD$8440.00%21CommonSOLE
911363109URIUNITED RENTALS INC$8120.00%1CommonNONE
N5505D105MICCMAGNUM ICE CREAM CO NV$8090.00%51CommonNONE
40171V100GWREGUIDEWIRE SOFTWARE INC$8050.00%4CommonSOLE
209115104EDCONSOLIDATED EDISON INC$7950.00%8CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$7830.00%6CommonNONE
871829107SYYSYSCO CORP$7370.00%10CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$7260.00%4CommonNONE
525327102LDOSLEIDOS HOLDINGS INC$7220.00%4CommonNONE
22160N109CSGPCOSTAR GROUP INC$6730.00%10CommonSOLE
913456109UVVUNIVERSAL CORP VA$6330.00%12CommonSOLE
233051432HYLBDBX ETF TR$6270.00%17CommonSOLE
72919P202PLUGPLUG POWER INC$1620.00%82CommonSOLE
80689H102SNDRSCHNEIDER NATIONAL INC$1330.00%5CommonSOLE
063671101BMOBANK MONTREAL QUE$1210.00%1CommonNONE
780259305SHELSHELL PLC$740.00%1CommonSOLE
22717L101CRONCRONOS GROUP INC$530.00%20CommonSOLE
88688T209TLRYTILRAY BRANDS INC$190.00%2CommonSOLE

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.