MondegarAI
Dogwood Wealth Management LLC

Q3 2024 · 13F-HR

Dogwood Wealth Management LLCholdings as filed

Filed 2025-02-28 · accession 0002056922-25-000003

$173.9M
Reported value
591
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 591

CUSIPTickerIssuerValue% port.SharesClassVoting
46429B747STIPISHARES TR$14.8M8.52%146,247CommonNONE
025072158AVLCAMERICAN CENTY ETF TR$9.8M5.62%147,966CommonNONE
78464A508SPYVSPDR SER TR$9.1M5.24%172,258CommonNONE
922908769VTIVANGUARD INDEX FDS$8.1M4.68%28,748CommonNONE
464287200IVVISHARES TR$7.2M4.13%12,461CommonNONE
025072562AVIGAMERICAN CENTY ETF TR$6.9M3.94%161,210CommonNONE
464288414MUBISHARES TR$6.6M3.82%61,104CommonNONE
46090E103QQQINVESCO QQQ TR$6.6M3.77%13,430CommonNONE
97717W380AGZDWISDOMTREE TR$5.2M2.97%230,479CommonNONE
464287572IOOISHARES TR$4.8M2.77%48,556CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$4.7M2.70%48,889CommonNONE
47103U845JAAAJANUS DETROIT STR TR$4.6M2.65%90,671CommonNONE
921078101OUNZVANECK MERK GOLD ETF$4.5M2.62%179,114CommonNONE
464287309IVWISHARES TR$4.1M2.37%43,096CommonNONE
74347B680REGLPROSHARES TR$4.0M2.28%48,557CommonNONE
025072323AVSCAMERICAN CENTY ETF TR$3.9M2.24%71,966CommonNONE
78464A805SPTMSPDR SER TR$3.0M1.74%43,168CommonNONE
464288521USRTISHARES TR$2.9M1.64%46,355CommonNONE
46434V696IPACISHARES TR$2.4M1.41%36,733CommonNONE
46434V738IEURISHARES TR$2.4M1.38%39,397CommonNONE
922908629VOVANGUARD INDEX FDS$2.4M1.36%8,950CommonNONE
78464A284HYMBSPDR SER TR$2.3M1.33%87,752CommonNONE
33939L662HYGVFLEXSHARES TR$2.3M1.30%54,388CommonNONE
922908553VNQVANGUARD INDEX FDS$1.9M1.09%19,405CommonNONE
025072802AVDVAMERICAN CENTY ETF TR$1.8M1.03%25,340CommonNONE
037833100AAPLAPPLE INC$1.8M1.02%7,640CommonNONE
025072604AVEMAMERICAN CENTY ETF TR$1.7M1.00%26,937CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$1.7M0.97%1,908CommonNONE
532457108LLYELI LILLY & CO$1.7M0.96%1,885CommonNONE
594918104MSFTMICROSOFT CORP$1.7M0.96%3,874CommonNONE
67066G104NVDANVIDIA CORPORATION$1.5M0.88%12,581CommonNONE
464287739IYRISHARES TR$1.4M0.82%13,970CommonNONE
922908751VBVANGUARD INDEX FDS$1.4M0.81%5,932CommonNONE
023135106AMZNAMAZON COM INC$1.4M0.78%7,254CommonNONE
68389X105ORCLORACLE CORP$1.3M0.77%7,832CommonNONE
11135F101AVGOBROADCOM INC$1.3M0.73%7,377CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.0M0.60%4,909CommonNONE
437076102HDHOME DEPOT INC$802,9950.46%1,982CommonNONE
464287440IEFISHARES TR$771,4700.44%7,863CommonNONE
02079K107GOOGALPHABET INC$757,8290.44%4,533CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$682,9050.39%13,090CommonNONE
032654105ADIANALOG DEVICES INC$670,8400.39%2,915CommonNONE
30303M102METAMETA PLATFORMS INC$656,6370.38%1,147CommonNONE
217204106CPRTCOPART INC$656,4300.38%12,527CommonNONE
747525103QCOMQUALCOMM INC$652,2440.38%3,836CommonNONE
45168D104IDXXIDEXX LABS INC$643,9900.37%1,275CommonNONE
776696106ROPROPER TECHNOLOGIES INC$642,2520.37%1,154CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$630,1750.36%1,355CommonNONE
00724F101ADBEADOBE INC$624,0870.36%1,205CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$620,1800.36%3,571CommonNONE
478160104JNJJOHNSON & JOHNSON$601,2570.35%3,710CommonNONE
95040Q104WELLWELLTOWER INC$565,3190.33%4,416CommonNONE
714046109RVTYREVVITY INC$545,4710.31%4,270CommonNONE
018802108LNTALLIANT ENERGY CORP$544,6790.31%8,975CommonNONE
931142103WMTWALMART INC$538,9460.31%6,674CommonNONE
704326107PAYXPAYCHEX INC$531,2430.31%3,959CommonNONE
501044101KRKROGER CO$527,5810.30%9,207CommonNONE
02079K305GOOGLALPHABET INC$525,3950.30%3,168CommonNONE
872590104TMUST-MOBILE US INC$525,2670.30%2,545CommonNONE
34959J108FTVFORTIVE CORP$522,1200.30%6,615CommonNONE
149123101CATCATERPILLAR INC$513,0620.30%1,312CommonNONE
45687V106IRINGERSOLL RAND INC$511,2290.29%5,208CommonNONE
04316A108APAMARTISAN PARTNERS ASSET MGMT$511,1260.29%11,799CommonNONE
718546104PSXPHILLIPS 66$508,1350.29%3,866CommonNONE
337738108FISVFISERV INC$506,6360.29%2,820CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$506,1700.29%2,269CommonNONE
892331307TMTOYOTA MOTOR CORP$505,8470.29%2,833CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$499,4200.29%854CommonNONE
539830109LMTLOCKHEED MARTIN CORP$497,0240.29%850CommonNONE
12514G108CDWCDW CORP$496,5740.29%2,194CommonNONE
49456B101KMIKINDER MORGAN INC DEL$486,4580.28%22,022CommonNONE
842587107SOSOUTHERN CO$486,0330.28%5,390CommonNONE
57636Q104MAMASTERCARD INCORPORATED$479,1700.28%970CommonNONE
060505104BACBANK AMERICA CORP$473,8550.27%11,942CommonNONE
058498106BALLBALL CORP$473,4650.27%6,972CommonNONE
031162100AMGNAMGEN INC$472,3250.27%1,466CommonNONE
94106L109WMWASTE MGMT INC DEL$449,9830.26%2,168CommonNONE
025072885AVUSAMERICAN CENTY ETF TR$439,2120.25%4,616CommonNONE
922908363VOOVANGUARD INDEX FDS$431,8290.25%818CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$383,1410.22%6,649CommonNONE
46641Q654JMSTJ P MORGAN EXCHANGE TRADED F$355,1150.20%6,971CommonNONE
78468R663BILSPDR SER TR$320,7120.18%3,493CommonNONE
922907746VTEBVANGUARD MUN BD FDS$298,5410.17%5,840CommonNONE
30231G102XOMEXXON MOBIL CORP$249,9850.14%2,133CommonNONE
922020805VTIPVANGUARD MALVERN FDS$245,1200.14%4,971CommonNONE
464287804IJRISHARES TR$228,5400.13%1,954CommonNONE
64110L106NFLXNETFLIX INC$207,1470.12%292CommonNONE
33740F516GJANFIRST TR EXCHNG TRADED FD VI$196,4760.11%5,191CommonNONE
025072695AVMUAMERICAN CENTY ETF TR$191,9380.11%4,089CommonNONE
464287879IJSISHARES TR$143,2090.08%1,330CommonNONE
72201R783HYSPIMCO ETF TR$137,2340.08%1,437CommonNONE
65339F101NEENEXTERA ENERGY INC$137,0050.08%1,621CommonNONE
72201R205STPZPIMCO ETF TR$136,1830.08%2,578CommonNONE
921937835BNDVANGUARD BD INDEX FDS$130,3430.07%1,735CommonNONE
464288273SCZISHARES TR$120,6960.07%1,783CommonNONE
00206R102TAT&T INC$110,2400.06%5,011CommonNONE
88160R101TSLATESLA INC$103,8600.06%397CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$103,2390.06%1,552CommonNONE
78468R853SPSMSPDR SER TR$101,4820.06%2,230CommonNONE
92189H409HYDVANECK ETF TRUST$101,4050.06%1,911CommonNONE
25434V807DFIVDIMENSIONAL ETF TRUST$100,3790.06%2,636CommonNONE
58933Y105MRKMERCK & CO INC$92,5850.05%815CommonNONE
713448108PEPPEPSICO INC$91,0920.05%536CommonNONE
92826C839VVISA INC$89,5070.05%326CommonNONE
166764100CVXCHEVRON CORP NEW$81,8750.05%556CommonNONE
025072703AVDEAMERICAN CENTY ETF TR$79,9670.05%1,193CommonNONE
78468R622JNKSPDR SER TR$61,8430.04%632CommonNONE
464287176TIPISHARES TR$61,3550.04%555CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$61,1660.04%305CommonNONE
742718109PGPROCTER AND GAMBLE CO$59,6990.03%345CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$54,3240.03%1,316CommonNONE
922042874VGKVANGUARD INTL EQUITY INDEX F$54,0780.03%761CommonNONE
97717W760DLSWISDOMTREE TR$52,7540.03%764CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$52,7360.03%188CommonNONE
74736K101QRVOQORVO INC$51,8580.03%502CommonNONE
191216100KOCOCA COLA CO$50,3420.03%701CommonNONE
00287Y109ABBVABBVIE INC$49,0390.03%248CommonNONE
025072356AVREAMERICAN CENTY ETF TR$48,1770.03%1,022CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$48,1290.03%243CommonNONE
254687106DISDISNEY WALT CO$45,2320.03%470CommonNONE
219350105GLWCORNING INC$39,3230.02%871CommonNONE
002824100ABTABBOTT LABS$37,1580.02%326CommonNONE
452308109ITWILLINOIS TOOL WKS INC$34,9210.02%133CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$33,2730.02%695CommonNONE
46428Q109SLVISHARES SILVER TR$32,0460.02%1,128CommonNONE
458140100INTCINTEL CORP$31,9880.02%1,364CommonNONE
74347X831TQQQPROSHARES TR$31,9640.02%441CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$30,8110.02%111CommonNONE
464285204IAUISHARES GOLD TR$29,7700.02%599CommonNONE
042068205ARMARM HOLDINGS PLC$28,8440.02%202CommonNONE
816851109SRESEMPRA$28,6230.02%342CommonNONE
12572Q105CMECME GROUP INC$26,7530.02%121CommonNONE
26142V105DKNGDRAFTKINGS INC NEW$23,9240.01%610CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$22,9500.01%40CommonNONE
922042866VPLVANGUARD INTL EQUITY INDEX F$22,6540.01%289CommonNONE
209115104EDCONSOLIDATED EDISON INC$22,0170.01%211CommonNONE
33737A108GRIDFIRST TR EXCHANGE TRADED FD$21,1240.01%166CommonNONE
464288729EXIISHARES TR$20,9740.01%141CommonNONE
33737K205NXTGFIRST TR EXCHANGE TRADED FD$20,5250.01%235CommonNONE
46434V381XTISHARES TR$20,3340.01%334CommonNONE
33734H106FVDFIRST TR VALUE LINE DIVID IN$19,6060.01%431CommonNONE
464287523SOXXISHARES TR$19,6000.01%85CommonNONE
88339J105TTDTHE TRADE DESK INC$19,0840.01%174CommonNONE
866796105SLFSUN LIFE FINANCIAL INC.$18,9730.01%327CommonNONE
02209S103MOALTRIA GROUP INC$18,5940.01%364CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$17,8830.01%614CommonNONE
717081103PFEPFIZER INC$17,7770.01%614CommonNONE
580135101MCDMCDONALDS CORP$17,5950.01%58CommonNONE
780259305SHELSHELL PLC$16,9480.01%257CommonNONE
278865100ECLECOLAB INC$16,4770.01%65CommonNONE
836100107SOUNSOUNDHOUND AI INC$16,1040.01%3,456CommonNONE
803054204SAPSAP SE$13,7460.01%60CommonNONE
291011104EMREMERSON ELEC CO$13,1140.01%120CommonNONE
58733R102MELIMERCADOLIBRE INC$12,3120.01%6CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$12,2720.01%237CommonNONE
438516106HONHONEYWELL INTL INC$12,2670.01%59CommonNONE
617446448MSMORGAN STANLEY$11,9020.01%114CommonNONE
N07059210ASMLASML HOLDING N V$11,7340.01%14CommonNONE
14040H105COFCAPITAL ONE FINL CORP$10,6790.01%71CommonNONE
759937204IPORENAISSANCE CAP GREENWICH FD$10,4630.01%244CommonNONE
78464A649SPABSPDR SER TR$10,2470.01%392CommonNONE
097023105BABOEING CO$10,1980.01%67CommonNONE
18915M107NETCLOUDFLARE INC$10,1140.01%125CommonNONE
046353108AZNNASTRAZENECA PLC$8,0400.00%103CommonNONE
070830104BBWIBATH & BODY WORKS INC$7,3850.00%231CommonNONE
59156R108METMETLIFE INC$6,8730.00%83CommonNONE
369604301GEGE AEROSPACE$6,8720.00%36CommonNONE
844741108LUVSOUTHWEST AIRLS CO$6,3430.00%214CommonNONE
767204100RIORIO TINTO PLC$5,1880.00%73CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$4,7020.00%10CommonNONE
33939L407GUNRFLEXSHARES TR$4,2490.00%103CommonNONE
75513E101RTXRTX CORPORATION$3,9920.00%33CommonNONE
988498101YUMYUM BRANDS INC$3,1180.00%22CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$2,9370.00%7CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$2,5810.00%32CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$2,5050.00%47CommonNONE
36828A101GEVGE VERNOVA INC$2,3030.00%9CommonNONE
744320102PRUPRUDENTIAL FINL INC$2,2050.00%18CommonNONE
926400102VSCOVICTORIAS SECRET AND CO$1,8500.00%72CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$1,6190.00%16CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$1,1350.00%12CommonNONE
46434V621DGROISHARES TR$9400.00%15CommonNONE
98850P109YUMCYUM CHINA HLDGS INC$8990.00%20CommonNONE
697435105PANWPALO ALTO NETWORKS INC$6960.00%2CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$5770.00%7CommonNONE
148929102CAVACAVA GROUP INC$4950.00%4CommonNONE
651229106NWLNEWELL BRANDS INC$4910.00%64CommonNONE
25787G100DFINDONNELLEY FINL SOLUTIONS INC$3950.00%6CommonNONE
92206C664VTWOVANGUARD SCOTTSDALE FDS$3100.00%3CommonNONE
550241103LUMNLUMEN TECHNOLOGIES INC$2410.00%34CommonNONE
78468R408SJNKSPDR SER TR$520.00%2CommonNONE
91325V108UNITI GROUP INC$510.00%9CommonNONE
71844V201PECOPHILLIPS EDISON & CO INC$360.00%1CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$360.00%4CommonNONE
79466L302CRMSALESFORCE INC$340.00%0CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$340.00%0CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$310.00%0CommonSOLE
17275R102CSCOCISCO SYS INC$290.00%1CommonNONE
949746101WMT2WELLS FARGO CO NEW$280.00%0CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$260.00%0CommonSOLE
882508104TXNTEXAS INSTRS INC$250.00%0CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$250.00%1CommonNONE
20030N101CMCSACOMCAST CORP NEW$240.00%1CommonNONE
718172109PMPHILIP MORRIS INTL INC$240.00%0CommonSOLE
235851102DHRDANAHER CORPORATION$230.00%0CommonSOLE
78409V104SPGIS&P GLOBAL INC$230.00%0CommonSOLE
548661107LOWLOWES COS INC$230.00%0CommonSOLE
81762P102NOWSERVICENOW INC$230.00%0CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$230.00%0CommonSOLE
038222105AMATAPPLIED MATLS INC$230.00%0CommonSOLE
461202103INTUINTUIT$220.00%0CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$220.00%0CommonSOLE
025816109AXPAMERICAN EXPRESS CO$210.00%0CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$210.00%0CommonSOLE
907818108UNPUNION PAC CORP$200.00%0CommonSOLE
743315103PGRPROGRESSIVE CORP$190.00%0CommonSOLE
829658202BLCNSIREN ETF TR$180.00%1CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$180.00%0CommonSOLE
872540109TJXTJX COS INC NEW$180.00%0CommonSOLE
20825C104COPCONOCOPHILLIPS$180.00%0CommonSOLE
036752103ELVELEVANCE HEALTH INC$160.00%0CommonSOLE
863667101SYKSTRYKER CORPORATION$160.00%0CommonSOLE
244199105DEDEERE & CO$160.00%0CommonSOLE
172967424CCITIGROUP INC$160.00%0CommonSOLE
302635206FSKFS KKR CAP CORP$160.00%1CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$150.00%0CommonSOLE
595112103MUMICRON TECHNOLOGY INC$150.00%0CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$140.00%0CommonSOLE
125523100CITHE CIGNA GROUP$140.00%0CommonSOLE
09260D107BXBLACKSTONE INC$140.00%0CommonSOLE
855244109SBUXSTARBUCKS CORP$140.00%0CommonSOLE
375558103GILDGILEAD SCIENCES INC$140.00%0CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$140.00%0CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$130.00%0CommonSOLE
609207105MDLZMONDELEZ INTL INC$130.00%0CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$130.00%0CommonSOLE
482480100KLACKLA CORP$130.00%0CommonSOLE
40412C101HCAHCA HEALTHCARE INC$120.00%0CommonSOLE
98978V103ZTSZOETIS INC$120.00%0CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$120.00%0CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$120.00%0CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$120.00%0CommonSOLE
654106103NKENIKE INC$110.00%0CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$110.00%0CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$110.00%0CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$110.00%0CommonSOLE
126650100CVSCVS HEALTH CORP$110.00%0CommonSOLE
74340W103PLDPROLOGIS INC.$110.00%0CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$110.00%0CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$100.00%0CommonSOLE
126408103CSXCSX CORP$100.00%0CommonSOLE
48251W104KKRKKR & CO INC$100.00%0CommonSOLE
88579Y101MMM3M CO$100.00%0CommonSOLE
56585A102MPCMARATHON PETE CORP$100.00%0CommonSOLE
701094104PHPARKER-HANNIFIN CORP$100.00%0CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$90.00%0CommonSOLE
075887109BDXBECTON DICKINSON & CO$90.00%0CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$90.00%0CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$90.00%0CommonSOLE
893641100TDGTRANSDIGM GROUP INC$90.00%0CommonSOLE
369550108GDGENERAL DYNAMICS CORP$90.00%0CommonSOLE
615369105MCOMOODYS CORP$90.00%0CommonSOLE
87612E106TGTTARGET CORP$90.00%0CommonSOLE
032095101APHAMPHENOL CORP NEW$90.00%0CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$90.00%0CommonSOLE
26875P101EOGEOG RES INC$90.00%0CommonSOLE
29444U700EQIXEQUINIX INC$90.00%0CommonSOLE
871607107SNPSSYNOPSYS INC$90.00%0CommonSOLE
172908105CTASCINTAS CORP$90.00%0CommonSOLE
902973304USBUS BANCORP DEL$90.00%0CommonSOLE
571903202MARMARRIOTT INTL INC NEW$90.00%0CommonSOLE
001055102AFLAFLAC INC$90.00%0CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$80.00%0CommonSOLE
58155Q103MCKMCKESSON CORP$80.00%0CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$80.00%0CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$80.00%0CommonSOLE
37045V100GMGENERAL MTRS CO$80.00%0CommonSOLE
31428X106FDXFEDEX CORP$80.00%0CommonSOLE
052769106ADSKAUTODESK INC$80.00%0CommonSOLE
009158106APDAIR PRODS & CHEMS INC$80.00%0CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$70.00%0CommonSOLE
020002101ALLALLSTATE CORP$70.00%0CommonSOLE
89832Q109TFCTRUIST FINL CORP$70.00%0CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$70.00%0CommonSOLE
34959E109FTNTFORTINET INC$70.00%0CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$70.00%0CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$70.00%0CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$70.00%0CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$70.00%0CommonSOLE
969457100WMBWILLIAMS COS INC$70.00%0CommonSOLE
25746U109DDOMINION ENERGY INC$60.00%0CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$60.00%0CommonSOLE
053332102AZOAUTOZONE INC$60.00%0CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$60.00%0CommonSOLE
009066101ABNBAIRBNB INC$60.00%0CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$60.00%0CommonSOLE
23331A109DHID R HORTON INC$60.00%0CommonSOLE
22822V101CCICROWN CASTLE INC$60.00%0CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$60.00%0CommonSOLE
16411R208LNGCHENIERE ENERGY INC$60.00%0CommonSOLE
682680103OKEONEOK INC NEW$60.00%0CommonSOLE
778296103ROSTROSS STORES INC$60.00%0CommonSOLE
03076C106AMPAMERIPRISE FINL INC$60.00%0CommonSOLE
98138H101WDAYWORKDAY INC$60.00%0CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$60.00%0CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$60.00%0CommonSOLE
91913Y100VLOVALERO ENERGY CORP$60.00%0CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$60.00%0CommonSOLE
231021106CMICUMMINS INC$60.00%0CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$60.00%0CommonSOLE
370334104GISGENERAL MLS INC$60.00%0CommonSOLE
911363109URIUNITED RENTALS INC$60.00%0CommonSOLE
30161N101EXCEXELON CORP$50.00%0CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$50.00%0CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$50.00%0CommonSOLE
74762E102QUREQUANTA SVCS INC$50.00%0CommonSOLE
285512109EAELECTRONIC ARTS INC$50.00%0CommonSOLE
55354G100MSCIMSCI INC$50.00%0CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$50.00%0CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$50.00%0CommonSOLE
311900104FASTFASTENAL CO$50.00%0CommonSOLE
345370860FFORD MTR CO$50.00%0CommonSOLE
384802104GWWGRAINGER W W INC$50.00%0CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$50.00%0CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$50.00%0CommonSOLE
871829107SYYSYSCO CORP$50.00%0CommonSOLE
444859102HUMHUMANA INC$50.00%0CommonSOLE
22052L104CTVACORTEVA INC$50.00%0CommonSOLE
760759100RSGREPUBLIC SVCS INC$50.00%0CommonSOLE
46266C105IQVIQVIA HLDGS INC$50.00%0CommonSOLE
651639106NEMNEWMONT CORP$50.00%0CommonSOLE
278642103EBAYEBAY INC.$50.00%0CommonSOLE
69331C108PCGPG&E CORP$50.00%0CommonSOLE
25809K105DASHDOORDASH INC$50.00%0CommonSOLE
443201108HWMHOWMET AEROSPACE INC$50.00%0CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$50.00%0CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$50.00%0CommonSOLE
260557103DOWDOW INC$50.00%0CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$50.00%0CommonSOLE
526057104LENLENNAR CORP$50.00%0CommonSOLE
852234103XYZBLOCK INC$50.00%0CommonSOLE
15135B101CNCCENTENE CORP DEL$50.00%0CommonSOLE
253868103DLRDIGITAL RLTY TR INC$50.00%0CommonSOLE
922475108VEEVVEEVA SYS INC$40.00%0CommonSOLE
42809H107HESHESS CORP$40.00%0CommonSOLE
87612G101TRGPTARGA RES CORP$40.00%0CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$40.00%0CommonSOLE
550021109LULULULULEMON ATHLETICA INC$40.00%0CommonSOLE
682189105ONON SEMICONDUCTOR CORP$40.00%0CommonSOLE
761152107RMDRESMED INC$40.00%0CommonSOLE
693506107PPGPPG INDS INC$40.00%0CommonSOLE
693718108PCARPACCAR INC$40.00%0CommonSOLE
929740108WABWABTEC$40.00%0CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$40.00%0CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$40.00%0CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$40.00%0CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$40.00%0CommonSOLE
23804L103DDOGDATADOG INC$40.00%0CommonSOLE
22160N109CSGPCOSTAR GROUP INC$40.00%0CommonSOLE
857477103STTSTATE STR CORP$40.00%0CommonSOLE
294429105EFXEQUIFAX INC$40.00%0CommonSOLE
670346105NUENUCOR CORP$40.00%0CommonSOLE
756109104OREALTY INCOME CORP$40.00%0CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$40.00%0CommonSOLE
98389B100XELXCEL ENERGY INC$40.00%0CommonSOLE
03073E105CORCENCORA INC$40.00%0CommonSOLE
12504L109CBRECBRE GROUP INC$40.00%0CommonSOLE
247361702DALDELTA AIR LINES INC DEL$40.00%0CommonSOLE
925652109VICIVICI PPTYS INC$40.00%0CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$40.00%0CommonSOLE
37940X102GPNGLOBAL PMTS INC$40.00%0CommonSOLE
40434L105HPQHP INC$40.00%0CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$40.00%0CommonSOLE
366651107ITGARTNER INC$40.00%0CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$40.00%0CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$40.00%0CommonSOLE
929160109VMCVULCAN MATLS CO$40.00%0CommonSOLE
031100100AMEAMETEK INC$40.00%0CommonSOLE
631103108NDAQNASDAQ INC$30.00%0CommonSOLE
142339100CSLCARLISLE COS INC$30.00%0CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$30.00%0CommonSOLE
281020107EIXEDISON INTL$30.00%0CommonSOLE
46284V101IRMIRON MTN INC DEL$30.00%0CommonSOLE
55261F104MTBM & T BK CORP$30.00%0CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$30.00%0CommonSOLE
833445109SNOWSNOWFLAKE INC$30.00%0CommonSOLE
518439104ELLAUDER ESTEE COS INC$30.00%0CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$30.00%0CommonSOLE
92338C103VLTOVERALTO CORP$30.00%0CommonSOLE
219948106CPAYCORPAY INC$30.00%0CommonSOLE
92939U106WECWEC ENERGY GROUP INC$30.00%0CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$30.00%0CommonSOLE
427866108HSYHERSHEY CO$30.00%0CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$30.00%0CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$30.00%0CommonSOLE
380237107GDDYGODADDY INC$30.00%0CommonSOLE
406216101HALHALLIBURTON CO$30.00%0CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$30.00%0CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$30.00%0CommonSOLE
29476L107EQREQUITY RESIDENTIAL$30.00%0CommonSOLE
443573100HUBSHUBSPOT INC$30.00%0CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$30.00%0CommonSOLE
260003108DOVDOVER CORP$30.00%0CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$30.00%0CommonSOLE
252131107DXCMDEXCOM INC$30.00%0CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$30.00%0CommonSOLE
69351T106PPLPPL CORP$30.00%0CommonSOLE
500754106KHCKRAFT HEINZ CO$30.00%0CommonSOLE
487836108KKELLANOVA$30.00%0CommonSOLE
115236101BROBROWN & BROWN INC$30.00%0CommonSOLE
03662Q105AKXANSYS INC$30.00%0CommonSOLE
60770K107MRNAMODERNA INC$30.00%0CommonSOLE
570535104MKLMARKEL GROUP INC$30.00%0CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$30.00%0CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$30.00%0CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$30.00%0CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$30.00%0CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$30.00%0CommonSOLE
579780206MKCMCCORMICK & CO INC$30.00%0CommonSOLE
09062X103BIIBBIOGEN INC$30.00%0CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$30.00%0CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$30.00%0CommonSOLE
337932107FEFIRSTENERGY CORP$30.00%0CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$30.00%0CommonSOLE
316773100FITBFIFTH THIRD BANCORP$30.00%0CommonSOLE
233331107DTEDTE ENERGY CO$30.00%0CommonSOLE
29364G103ETRENTERGY CORP NEW$30.00%0CommonSOLE
122017106BURLBURLINGTON STORES INC$20.00%0CommonSOLE
880770102TERTERADYNE INC$20.00%0CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$20.00%0CommonSOLE
384109104GGGGRACO INC$20.00%0CommonSOLE
45167R104IEXIDEX CORP$20.00%0CommonSOLE
92556V106VTRSVIATRIS INC$20.00%0CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$20.00%0CommonSOLE
72352L106PINSPINTEREST INC$20.00%0CommonSOLE
256677105DGDOLLAR GEN CORP NEW$20.00%0CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$20.00%0CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$20.00%0CommonSOLE
50212V100LPLALPL FINL HLDGS INC$20.00%0CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$20.00%0CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$20.00%0CommonSOLE
552953101MGMMGM RESORTS INTERNATIONAL$20.00%0CommonSOLE
115637209BF/BBROWN FORMAN CORP$20.00%0CommonSOLE
759509102RSRELIANCE INC$20.00%0CommonSOLE
55336V100MPLXMPLX LP$20.00%0CommonSOLE
98980L101ZNGAZOOM VIDEO COMMUNICATIONS IN$20.00%0CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$20.00%0CommonSOLE
452327109ILMNILLUMINA INC$20.00%0CommonSOLE
540424108LLOEWS CORP$20.00%0CommonSOLE
023608102AEEAMEREN CORP$20.00%0CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$20.00%0CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$20.00%0CommonSOLE
504922105LHLABCORP HOLDINGS INC$20.00%0CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$20.00%0CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$20.00%0CommonSOLE
297178105ESSESSEX PPTY TR INC$20.00%0CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$20.00%0CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$20.00%0CommonSOLE
574599106MASMASCO CORP$20.00%0CommonSOLE
902494103TSNTYSON FOODS INC$20.00%0CommonSOLE
854502101SWKSTANLEY BLACK & DECKER INC$20.00%0CommonSOLE
205887102CAGCONAGRA BRANDS INC$20.00%0CommonSOLE
531229755FWONKLIBERTY MEDIA CORP DEL$20.00%0CommonSOLE
92343E102VRSNVERISIGN INC$20.00%0CommonSOLE
771049103RBLXROBLOX CORP$20.00%0CommonSOLE
493267108KEYKEYCORP$20.00%0CommonSOLE
681919106OMCOMNICOM GROUP INC$20.00%0CommonSOLE
25754A201DPZDOMINOS PIZZA INC$20.00%0CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$20.00%0CommonSOLE
30040W108ESEVERSOURCE ENERGY$20.00%0CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$20.00%0CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$20.00%0CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$20.00%0CommonSOLE
049560105ATOATMOS ENERGY CORP$20.00%0CommonSOLE
49446R109KIMKIMCO RLTY CORP$20.00%0CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$20.00%0CommonSOLE
655663102NDSNNORDSON CORP$20.00%0CommonSOLE
60937P106MDBMONGODB INC$20.00%0CommonSOLE
084423102WRBBERKLEY W R CORP$20.00%0CommonSOLE
833034101SNASNAP ON INC$20.00%0CommonSOLE
90384S303ULTAULTA BEAUTY INC$20.00%0CommonSOLE
665859104NTRSNORTHERN TR CORP$20.00%0CommonSOLE
866674104SUISUN CMNTYS INC$20.00%0CommonSOLE
216648501COOCOOPER COS INC$20.00%0CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$20.00%0CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$20.00%0CommonSOLE
086516101BBYBEST BUY INC$20.00%0CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$20.00%0CommonSOLE
69370C100PTCPTC INC$20.00%0CommonSOLE
98980G102ZSZSCALER INC$20.00%0CommonSOLE
46982L108JJACOBS SOLUTIONS INC$20.00%0CommonSOLE
941848103WATWATERS CORP$20.00%0CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$20.00%0CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$20.00%0CommonSOLE
436440101HO1HOLOGIC INC$20.00%0CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$20.00%0CommonSOLE
05352A100AVTRAVANTOR INC$20.00%0CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$20.00%0CommonSOLE
053611109AVYAVERY DENNISON CORP$20.00%0CommonSOLE
89400J107TRUTRANSUNION$20.00%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.