MondegarAI
Dogwood Wealth Management LLC

Q1 2026 · 13F-HR

Dogwood Wealth Management LLCholdings as filed

Filed 2026-05-12 · accession 0002056922-26-000002

$230.3M
Reported value
860
Positions
2026-03-31
Period end
View analyzed profile →PRO

The Brief · Dogwood Wealth Management LLC · Q1 2026

AI · grounded in 13F

Dogwood Wealth Management LLC trimmed its position in KMI by 96.04%, marking its largest reduction of the period. The fund also significantly reduced holdings in UBER by 95.74% and ORCL by 90.50%. On the buy side, the fund established a new position in BALT worth $1.39M and increased its stake in VTI by 10.40%.

Holdings as filed

First 500 of 860

CUSIPTickerIssuerValue% port.SharesClassVoting
316188309FBNDFIDELITY MERRIMACK STR TR$18.6M8.09%408,309CommonSOLE
746729300PVALPUTNAM ETF TRUST$18.3M7.94%394,076CommonSOLE
922908769VTIVANGUARD INDEX FDS$15.3M6.66%47,809CommonSOLE
46138G649QQQMINVESCO EXCH TRADED FD TR II$11.9M5.16%49,953CommonSOLE
921078101OUNZVANECK MERK GOLD ETF$10.4M4.50%230,079CommonSOLE
025072877AVUVAMERICAN CENTY ETF TR$9.7M4.20%87,547CommonSOLE
025072158AVLCAMERICAN CENTY ETF TR$9.0M3.90%115,853CommonSOLE
464287457SHYISHARES TR$8.9M3.85%107,381CommonSOLE
74347B680REGLPROSHARES TR$8.3M3.61%96,321CommonSOLE
46138E222IDMOINVESCO EXCH TRADED FD TR II$8.0M3.48%146,059CommonSOLE
47103U845JAAAJANUS DETROIT STR TR$7.0M3.05%139,294CommonSOLE
78464A409SPYGSPDR SERIES TRUST$6.9M3.00%70,664CommonSOLE
464288414MUBISHARES TR$5.8M2.51%54,471CommonSOLE
464287200IVVISHARES TR$5.7M2.49%8,773CommonSOLE
025072562AVIGAMERICAN CENTY ETF TR$5.2M2.25%124,700CommonSOLE
025072323AVSCAMERICAN CENTY ETF TR$4.2M1.83%67,480CommonSOLE
46429B747STIPISHARES TR$4.1M1.79%39,823CommonSOLE
92189F601NLRVANECK ETF TRUST$2.9M1.27%21,960CommonSOLE
67066G104NVDANVIDIA CORPORATION$2.7M1.18%15,535CommonSOLE
78464A805SPTMSPDR SERIES TRUST$2.7M1.17%34,056CommonSOLE
464288521USRTISHARES TR$2.6M1.12%43,413CommonSOLE
922908629VOVANGUARD INDEX FDS$2.5M1.10%8,846CommonSOLE
09789C820XSVNBONDBLOXX ETF TRUST$2.4M1.04%50,291CommonSOLE
46434V738IEURISHARES TR$2.3M1.00%32,844CommonSOLE
037833100AAPLAPPLE INC$2.3M1.00%9,067CommonSOLE
46434V696IPACISHARES TR$2.3M0.98%29,538CommonSOLE
464287739IYRISHARES TR$2.1M0.92%22,284CommonSOLE
78464A284HYMBSPDR SERIES TRUST$1.9M0.82%76,010CommonSOLE
025072802AVDVAMERICAN CENTY ETF TR$1.8M0.79%18,194CommonSOLE
33939L662HYGVFLEXSHARES TR$1.7M0.75%43,326CommonSOLE
025072604AVEMAMERICAN CENTY ETF TR$1.7M0.74%21,274CommonSOLE
922908751VBVANGUARD INDEX FDS$1.5M0.67%5,863CommonSOLE
45783Y855BALTINNOVATOR ETFS TRUST$1.4M0.61%41,679CommonSOLE
78468R663BILSPDR SERIES TRUST$1.3M0.57%14,207CommonSOLE
931142103WMTWALMART INC$1.2M0.53%9,904CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$1.2M0.51%4,010CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$1.2M0.50%1,156CommonSOLE
594918104MSFTMICROSOFT CORP$1.1M0.47%2,952CommonSOLE
023135106AMZNAMAZON COM INC$1.0M0.45%5,009CommonSOLE
11135F101AVGOBROADCOM INC$998,9700.43%3,228CommonSOLE
95040Q104WELLWELLTOWER INC$736,6670.32%3,726CommonSOLE
92826C839VVISA INC$728,1970.32%2,409CommonSOLE
922908553VNQVANGUARD INDEX FDS$714,1020.31%8,051CommonSOLE
02079K107GOOGALPHABET INC$707,7780.31%2,467CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$704,1950.31%5,378CommonSOLE
02079K305GOOGLALPHABET INC$664,5510.29%2,311CommonSOLE
30231G102XOMEXXON MOBIL CORP$547,6620.24%3,228CommonSOLE
478160104JNJJOHNSON & JOHNSON$538,4930.23%2,203CommonSOLE
30303M102METAMETA PLATFORMS INC$491,5040.21%859CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$468,1780.20%977CommonSOLE
532457108LLYELI LILLY & CO$458,9650.20%499CommonSOLE
437076102HDHOME DEPOT INC$455,9980.20%1,386CommonSOLE
713448108PEPPEPSICO INC$453,5450.20%2,921CommonSOLE
85208R101CEFSPROTT ASSET MANAGEMENT LP$449,7610.20%9,425CommonSOLE
464287226AGGISHARES TR$443,5380.19%4,468CommonSOLE
842587107SOSOUTHERN CO$391,0030.17%4,051CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$385,7380.17%772CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$384,8960.17%352CommonSOLE
872540109TJXTJX COS INC NEW$380,4050.17%2,382CommonSOLE
94106L109WMWASTE MGMT INC DEL$375,4770.16%1,634CommonSOLE
369604301GEGE AEROSPACE$373,4410.16%1,316CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$328,0720.14%1,615CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$327,3500.14%5,362CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$322,0880.14%825CommonSOLE
747525103QCOMQUALCOMM INC$319,4430.14%2,481CommonSOLE
81762P102NOWSERVICENOW INC$310,9320.14%2,974CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$310,7540.13%878CommonSOLE
893641100TDGTRANSDIGM GROUP INC$310,6010.13%268CommonSOLE
48251W104KKRKKR & CO INC$300,4750.13%3,248CommonSOLE
922020805VTIPVANGUARD MALVERN FDS$299,6220.13%5,998CommonSOLE
88160R101TSLATESLA INC$294,7980.13%793CommonSOLE
743315103PGRPROGRESSIVE CORP$294,3860.13%1,485CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$291,3580.13%5,840CommonSOLE
025072885AVUSAMERICAN CENTY ETF TR$284,2130.12%2,556CommonSOLE
025072349AVLVAMERICAN CENTY ETF TR$273,7520.12%3,396CommonSOLE
742718109PGPROCTER & GAMBLE CO$259,0480.11%1,793CommonSOLE
461202103INTUINTUIT$244,2950.11%565CommonSOLE
031100100AMEAMETEK INC$236,4390.10%1,103CommonSOLE
501044101KRKROGER CO$236,2550.10%3,265CommonSOLE
550021109LULULULULEMON ATHLETICA INC$234,3960.10%1,531CommonSOLE
N07059210ASMLASML HLDG NV$225,8620.10%171CommonSOLE
46641Q654JMSTJ P MORGAN EXCHANGE TRADED F$216,5630.09%4,248CommonSOLE
G5960L103MDTMEDTRONIC PLC$214,0260.09%2,470CommonSOLE
760759100RSGREPUBLIC SVCS INC$212,8870.09%972CommonSOLE
34959J108FTVFORTIVE CORP$211,3350.09%3,823CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GROUP$210,2270.09%2,597CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$199,3140.09%1,227CommonSOLE
872590104TMUST-MOBILE US INC$198,4780.09%945CommonSOLE
615369105MCOMOODYS CORP$198,0580.09%454CommonSOLE
04316A108APAMARTISAN PARTNERS ASSET MGMT$182,6780.08%5,020CommonSOLE
69370C100PTCPTC INC$182,3870.08%1,280CommonSOLE
17275R102CSCOCISCO SYS INC$180,2420.08%2,323CommonSOLE
65339F101NEENEXTERA ENERGY INC$180,1870.08%1,940CommonSOLE
235851102DHRDANAHER CORP DEL$175,9490.08%928CommonSOLE
354921108EZBCFRANKLIN TEMPLETON DIGITAL H$175,6890.08%4,483CommonSOLE
464287879IJSISHARES TR$172,3180.07%1,455CommonSOLE
595112103MUMICRON TECHNOLOGY INC$165,2040.07%489CommonSOLE
64110L106NFLXNETFLIX INC.$164,9680.07%1,716CommonSOLE
464287440IEFISHARES TR$164,3480.07%1,722CommonSOLE
166764100CVXCHEVRON CORPORATION$154,8610.07%748CommonSOLE
85207K107PSLVSPROTT ASSET MANAGEMENT LP$145,1200.06%5,950CommonSOLE
02209S103MOALTRIA GROUP INC$140,0310.06%2,122CommonSOLE
025072695AVMUAMERICAN CENTY ETF TR$135,9700.06%2,969CommonSOLE
58933Y105MRKMERCK & CO INC$135,6220.06%1,127CommonSOLE
85207H104PHYSSPROTT ASSET MANAGEMENT LP$127,6550.06%3,602CommonSOLE
025072703AVDEAMERICAN CENTY ETF TR$125,3090.05%1,477CommonSOLE
25434V807DFIVDIMENSIONAL ETF TRUST$123,0560.05%2,331CommonSOLE
00287Y109ABBVABBVIE INC$119,6200.05%550CommonSOLE
78468R853SPSMSPDR SERIES TRUST$119,4470.05%2,472CommonSOLE
219350105GLWCORNING INC$118,2940.05%870CommonSOLE
025072190AVDSAMERICAN CENTY ETF TR$112,1580.05%1,561CommonSOLE
922908363VOOVANGUARD INDEX FDS$103,1490.04%173CommonSOLE
85207Q104SPPPSPROTT ASSET MANAGEMENT LP$97,8390.04%6,300CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$96,2520.04%658CommonSOLE
191216100KOCOCA COLA CO$95,5190.04%1,256CommonSOLE
92189H409HYDVANECK ETF TRUST$94,9150.04%1,893CommonSOLE
040413205ANETARISTA NETWORKS INC$90,9800.04%741CommonSOLE
149123101CATCATERPILLAR INC$85,0150.04%120CommonSOLE
78433H576QQQHNEOS ETF TRUST$83,1490.04%1,622CommonSOLE
46428Q109SLVISHARES SILVER TR$76,8620.03%1,128CommonSOLE
244199105DEDEERE & CO$73,7920.03%131CommonSOLE
78464A508SPYVSPDR SERIES TRUST$73,0450.03%1,291CommonSOLE
922040845VBILVANGUARD INSTL INDEX FD$71,8210.03%949CommonSOLE
060505104BACBANK AMERICA CORP$71,4680.03%1,466CommonSOLE
617446448MSMORGAN STANLEY$69,2840.03%421CommonSOLE
74340W103PLDPROLOGIS INC.$67,8180.03%513CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$67,6790.03%80CommonSOLE
36828A101GEVGE VERNOVA INC$64,5950.03%74CommonSOLE
038222105AMATAPPLIED MATLS INC$64,2570.03%188CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$62,7290.03%761CommonSOLE
773121108RKLBROCKET LAB CORP$62,6140.03%975CommonSOLE
464287242LQDISHARES TR$61,5790.03%565CommonSOLE
464287432TLTISHARES TR$61,2900.03%707CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$61,2320.03%301CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$61,1690.03%181CommonSOLE
20825C104COPCONOCOPHILLIPS$59,6640.03%452CommonSOLE
172967424CCITIGROUP INC$57,1590.02%504CommonSOLE
458140100INTCINTEL CORP$56,6630.02%1,284CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$54,5600.02%111CommonSOLE
375558103GILDGILEAD SCIENCES INC$54,3540.02%390CommonSOLE
097023105BABOEING CO$54,3350.02%273CommonSOLE
512807306LRCXLAM RESEARCH CORP$53,8420.02%252CommonSOLE
06738E204BCSBARCLAYS PLC$53,1120.02%2,510CommonSOLE
464285204IAUISHARES GOLD TR$52,8080.02%599CommonSOLE
12572Q105CMECME GROUP INC$52,2770.02%177CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$52,2600.02%243CommonSOLE
75513E101RTXRTX CORPORATION$52,0830.02%270CommonSOLE
171779309CIENCIENA CORP$51,2460.02%132CommonSOLE
002824100ABTABBOTT LABORATORIES$49,8980.02%486CommonSOLE
05964H105SANBANCO SANTANDER SA$49,4060.02%4,380CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$49,1190.02%196CommonSOLE
580135101MCDMCDONALDS CORP$49,0010.02%158CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$47,7240.02%183CommonSOLE
816851109SRESEMPRA$47,1820.02%486CommonSOLE
72201R205STPZPIMCO ETF TR$46,8560.02%866CommonSOLE
56585A102MPCMARATHON PETE CORP$46,1500.02%189CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$44,8540.02%163CommonSOLE
949746101WMT2WELLS FARGO & CO$44,6610.02%561CommonSOLE
482480100KLACKLA CORP$42,7000.02%29CommonSOLE
651639106NEMNEWMONT CORP$42,1090.02%389CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$42,0910.02%694CommonSOLE
031162100AMGNAMGEN INC$41,8700.02%119CommonSOLE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$40,9710.02%63CommonSOLE
718172109PMPHILIP MORRIS INTL INC$40,5080.02%245CommonSOLE
548661107LOWLOWES COS INC$39,9310.02%169CommonSOLE
68389X105ORCLORACLE CORP$39,8750.02%271CommonSOLE
74736K101QRVOQORVO INC$38,6230.02%499CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$38,6160.02%120CommonSOLE
03831W108APPAPPLOVIN CORP$38,6060.02%97CommonSOLE
907818108UNPUNION PAC CORP$38,3340.02%158CommonSOLE
72201R783HYSPIMCO ETF TR$38,1470.02%409CommonSOLE
46138E339SPMOINVESCO EXCH TRADED FD TR II$37,0450.02%330CommonSOLE
291011104EMREMERSON ELEC CO$36,9260.02%282CommonSOLE
254687106DISDISNEY WALT CO$36,8170.02%382CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$36,6680.02%201CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$34,8080.02%644CommonSOLE
025816109AXPAMERICAN EXPRESS CO$34,7850.02%115CommonSOLE
55024U109LITELUMENTUM HLDGS INC$33,7320.01%48CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$32,7990.01%349CommonSOLE
231561101CWCURTISS WRIGHT CORP$32,6940.01%48CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$32,1510.01%72CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$31,8970.01%171CommonSOLE
701094104PHPARKER-HANNIFIN CORP$31,3330.01%35CommonSOLE
780259305SHELSHELL PLC$31,2220.01%336CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$30,7730.01%613CommonSOLE
032095101APHAMPHENOL CORP$30,7030.01%243CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$30,1480.01%230CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$29,7740.01%76CommonSOLE
882508104TXNTEXAS INSTRS INC$29,1210.01%150CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$28,7160.01%138CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE IN$28,5640.01%172CommonSOLE
717081103PFEPFIZER INC$28,4730.01%1,014CommonSOLE
126650100CVSCVS HEALTH CORP$28,3690.01%395CommonSOLE
922042866VPLVANGUARD INTL EQUITY INDEX F$28,2440.01%289CommonSOLE
438516106HONHONEYWELL INTL INC$28,1360.01%124CommonSOLE
780287108RGLDROYAL GOLD INC$27,9940.01%110CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$27,8780.01%235CommonSOLE
89832Q109TFCTRUIST FINL CORP$27,8580.01%606CommonSOLE
806857108SLBSLB LIMITED$27,8530.01%542CommonSOLE
650111107NYTNEW YORK TIMES CO MTN BE$27,5470.01%329CommonSOLE
682680103OKEONEOK INC NEW$27,4790.01%304CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$27,0590.01%100CommonSOLE
902973304USBUS BANCORP$26,8890.01%517CommonSOLE
80004C200SNDKSANDISK CORP$26,6840.01%42CommonSOLE
78463V107GLDSPDR GOLD TR$26,6780.01%62CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$26,6230.01%794CommonSOLE
G51502105JCIJOHNSON CONTROLS INTERNATION$26,4520.01%202CommonSOLE
G54950103LINLINDE PLC$26,2750.01%53CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$26,2700.01%34CommonSOLE
209115104EDCONSOLIDATED EDISON INC$26,2580.01%232CommonSOLE
15643U104LEUCENTRUS ENERGY CORP$26,2120.01%151CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$26,1780.01%108CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$26,1490.01%264CommonSOLE
852066208SIISPROTT INC$25,8650.01%181CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$25,1700.01%157CommonSOLE
718546104PSXPHILLIPS 66$25,1410.01%138CommonSOLE
778296103ROSTROSS STORES INC$24,4790.01%113CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$24,4320.01%53CommonSOLE
443201108HWMHOWMET AEROSPACE INC$24,4290.01%106CommonSOLE
278865100ECLECOLAB INC$24,0230.01%90CommonSOLE
032654105ADIANALOG DEVICES INC$23,8600.01%75CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$23,3390.01%118CommonSOLE
09290D101BLKBLACKROCK INC$23,0810.01%24CommonSOLE
29444U700EQIXEQUINIX INC$22,5460.01%23CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$22,5280.01%595CommonSOLE
79466L302CRMSALESFORCE INC$22,4000.01%120CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$22,2100.01%238CommonSOLE
464288679SHVISHARES TR$22,1880.01%201CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$22,0830.01%307CommonSOLE
74762E102QUREQUANTA SVCS INC$21,9610.01%40CommonSOLE
37954Y483QYLDGLOBAL X FDS$21,6250.01%1,261CommonSOLE
253868103DLRDIGITAL RLTY TR INC$21,5150.01%119CommonSOLE
464288273SCZISHARES TR$21,4840.01%274CommonSOLE
464288661IEIISHARES TR$21,4670.01%181CommonSOLE
00206R102TAT&T INC$21,3370.01%736CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$21,1100.01%104CommonSOLE
26875P101EOGEOG RES INC$21,1070.01%146CommonSOLE
231021106CMICUMMINS INC$20,9830.01%39CommonSOLE
22052L104CTVACORTEVA INC$20,7600.01%248CommonSOLE
866796105SLFSUN LIFE FINANCIAL INC.$20,4570.01%327CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$20,3480.01%741CommonSOLE
571903202MARMARRIOTT INTL INC NEW$20,2780.01%62CommonSOLE
33734H106FVDFIRST TR EXCHANGE-TRADED FD$20,2700.01%431CommonSOLE
82509L107SHOPSHOPIFY INC$20,1650.01%170CommonSOLE
20030N101CMCSACOMCAST CORP NEW$19,9250.01%694CommonSOLE
257651109DCIDONALDSON INC$19,8600.01%234CommonSOLE
03027X100AMTAMERICAN TOWER CORP$19,8470.01%115CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$19,2290.01%67CommonSOLE
00724F101ADBEADOBE INC$19,2030.01%79CommonSOLE
04247X102AWIARMSTRONG WORLD INDS INC NEW$18,9520.01%115CommonSOLE
958102105WDCWESTERN DIGITAL CORP$18,9340.01%70CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$18,7500.01%331CommonSOLE
97717W380AGZDWISDOMTREE TR$18,6240.01%826CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$18,4200.01%27CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$18,1320.01%30CommonSOLE
369550108GDGENERAL DYNAMICS CORP$17,8470.01%52CommonSOLE
78409V104SPGIS&P GLOBAL INC$17,4390.01%41CommonSOLE
98978V103ZTSZOETIS INC$17,3770.01%147CommonSOLE
74347X831TQQQPROSHARES TR$17,3140.01%415CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$17,2510.01%87CommonSOLE
942749102WTSWATTS WATER TECHNOLOGIES INC$17,1270.01%59CommonSOLE
31428X106FDXFEDEX CORP$17,0970.01%48CommonSOLE
40412C101HCAHCA HEALTHCARE INC$17,0370.01%36CommonSOLE
316092857FRELFIDELITY COVINGTON TRUST$16,9530.01%630CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$16,9120.01%49CommonSOLE
891092108TTCTORO CO$16,6320.01%178CommonSOLE
311900104FASTFASTENAL CO$16,6110.01%358CommonSOLE
733174700BPOPPOPULAR INC$16,5030.01%123CommonSOLE
406216101HALHALLIBURTON CO$16,4930.01%423CommonSOLE
00217D100ASTSAST SPACEMOBILE INC$16,4080.01%198CommonSOLE
855244109SBUXSTARBUCKS CORP$16,3950.01%183CommonSOLE
45168D104IDXXIDEXX LABS INC$16,2950.01%29CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$16,0940.01%89CommonSOLE
285512109EAELECTRONIC ARTS INC$15,9020.01%78CommonSOLE
052769106ADSKAUTODESK INC$15,8000.01%66CommonSOLE
37045V100GMGENERAL MTRS CO$15,7200.01%211CommonSOLE
758849103REGREGENCY CTRS CORP$15,6620.01%207CommonSOLE
464287309IVWISHARES TR$15,4960.01%137CommonSOLE
G87052109TELTE CONNECTIVITY PLC$15,4670.01%74CommonSOLE
G29183103ETNEATON CORP PLC$15,3800.01%43CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$15,2830.01%55CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$15,0200.01%35CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$14,8000.01%53CommonSOLE
693718108PCARPACCAR INC$14,4380.01%125CommonSOLE
885155200THIRTHOR FINL TECHNOLOGIES TR$14,4200.01%465CommonSOLE
803054204SAPSAP SE$14,3820.01%84CommonSOLE
496902404KGCKINROSS GOLD CORP$14,3440.01%470CommonSOLE
922908736VUGVANGUARD INDEX FDS$13,9770.01%32CommonSOLE
88033G407THCTENET HEALTHCARE CORP$13,9650.01%74CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$13,8410.01%88CommonSOLE
009066101ABNBAIRBNB INC$13,7650.01%109CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$13,6840.01%45CommonSOLE
126408103CSXCSX CORP$13,3000.01%324CommonSOLE
911363109URIUNITED RENTALS INC$13,1140.01%18CommonSOLE
767204100RIORIO TINTO PLC$13,0610.01%140CommonSOLE
98389B100XELXCEL ENERGY INC$12,9490.01%163CommonSOLE
093712107BEBLOOM ENERGY CORP$12,8720.01%95CommonSOLE
12504L109CBRECBRE GROUP INC$12,8690.01%95CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$12,8290.01%55CommonSOLE
464288646IGSBISHARES TR$12,7200.01%242CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$12,6310.01%3CommonSOLE
860630102SFSTIFEL FINL CORP$12,4190.01%168CommonSOLE
29269R105EFXTENERFLEX LTD$12,2590.01%586CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$12,1150.01%62CommonSOLE
G491BT108IVZINVESCO LTD$12,0830.01%497CommonSOLE
756109104OREALTY INCOME CORP$12,0640.01%197CommonSOLE
876030107TPRTAPESTRY INC$11,9940.01%85CommonSOLE
92204A405VFHVANGUARD WORLD FD$11,9600.01%99CommonSOLE
09260D107BXBLACKSTONE INC$11,9590.01%104CommonSOLE
16411R208LNGCHENIERE ENERGY INC$11,9180.01%42CommonSOLE
983793100XPOXPO INC$11,8680.01%61CommonSOLE
894164102TNLTRAVEL PLUS LEISURE CO$11,8310.01%171CommonSOLE
18915M107NETCLOUDFLARE INC$11,7610.01%57CommonSOLE
74347M108PUMPPROPETRO HLDG CORP$11,7150.01%813CommonSOLE
32054K103FRFIRST INDL RLTY TR INC$11,6860.01%202CommonSOLE
82846H405QXOQXO INC$11,6520.01%600CommonSOLE
988498101YUMYUM BRANDS INC$11,4940.00%74CommonSOLE
25746U109DDOMINION ENERGY INC$11,4370.00%185CommonSOLE
H1467J104CBCHUBB LTD SWITZ$11,4080.00%35CommonSOLE
G0378L100AUANGLOGOLD ASHANTI PLC$11,3910.00%117CommonSOLE
345370860FFORD MTR CO$11,3210.00%981CommonSOLE
863667101SYKSTRYKER CORPORATION$11,1720.00%34CommonSOLE
075887109BDXBECTON DICKINSON & CO$11,1630.00%71CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$11,0840.00%38CommonSOLE
199908104FIXCOMFORT SYS USA INC$11,0320.00%8CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$10,9190.00%98CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$10,8350.00%40CommonSOLE
313745101FRTFEDERAL RLTY INVT TR NEW$10,8330.00%102CommonSOLE
770700102HOODROBINHOOD MKTS INC$10,8110.00%156CommonSOLE
117043109BCBRUNSWICK CORP$10,7680.00%148CommonSOLE
92276F100VTRVENTAS INC$10,7130.00%131CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$10,6680.00%62CommonSOLE
25809K105DASHDOORDASH INC$10,6610.00%71CommonSOLE
35671D857FCXFREEPORT MCMORAN INC$10,6390.00%181CommonSOLE
704326107PAYXPAYCHEX INC$10,5020.00%114CommonSOLE
172908105CTASCINTAS CORP$10,4870.00%62CommonSOLE
404280406HSBCHSBC HLDGS PLC$10,3110.00%125CommonSOLE
87612G101TRGPTARGA RES CORP$10,2800.00%41CommonSOLE
759937204IPORENAISSANCE CAP GREENWICH FD$10,2190.00%244CommonSOLE
G25508105CRHCRH PLC$10,0920.00%96CommonSOLE
013872106AAALCOA CORP$10,0820.00%152CommonSOLE
78464A649SPABSPDR SERIES TRUST$10,0430.00%392CommonSOLE
23331A109DHID R HORTON INC$10,0170.00%73CommonSOLE
624758108MWAMUELLER WTR PRODS INC$9,9790.00%363CommonSOLE
969457100WMBWILLIAMS COS INC$9,9710.00%137CommonSOLE
46435U853USHYISHARES TR$9,9470.00%270CommonSOLE
88023U101SGISOMNIGROUP INTERNATIONAL INC$9,9050.00%134CommonSOLE
464289511IGLBISHARES TR$9,8760.00%199CommonSOLE
466313103JBLJABIL INC$9,8280.00%37CommonSOLE
829933100SIRISIRIUSXM HOLDINGS INC$9,7630.00%423CommonSOLE
745867101PHMPULTE GROUP INC$9,7620.00%83CommonSOLE
626717102MURMURPHY OIL CORP$9,7350.00%236CommonSOLE
34959E109FTNTFORTINET INC$9,7250.00%119CommonSOLE
92936U109WPCWP CAREY INC$9,6960.00%143CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$9,6600.00%77CommonSOLE
277276101EGPEASTGROUP PPTYS INC$9,6250.00%52CommonSOLE
46432F339QUALISHARES TR$9,5900.00%50CommonSOLE
G87110105FTITECHNIPFMC PLC$9,2630.00%134CommonSOLE
87265H109T86TRI POINTE HOMES INC$9,2060.00%197CommonSOLE
88579Y101MMM3M CO$9,1490.00%63CommonSOLE
871607107SNPSSYNOPSYS INC$9,1190.00%23CommonSOLE
018581108BFHBREAD FINANCIAL HOLDINGS INC$8,9870.00%120CommonSOLE
553368101MPMP MATERIALS CORP$8,9280.00%185CommonSOLE
278642103EBAYEBAY INC.$8,8290.00%97CommonSOLE
M87915274TSEMTOWER SEMICONDUCTOR LTD$8,7740.00%50CommonSOLE
95082P105WCCWESCO INTL INC$8,7560.00%32CommonSOLE
260003108DOVDOVER CORP$8,7550.00%42CommonSOLE
426281101JKHYHENRY JACK & ASSOC INC$8,6920.00%55CommonSOLE
925652109VICIVICI PPTYS INC$8,6330.00%316CommonSOLE
889478103TOLTOLL BROTHERS INC$8,5980.00%63CommonSOLE
099724106BWABORGWARNER INC$8,5730.00%158CommonSOLE
375916103GILGILDAN ACTIVEWEAR INC$8,5700.00%154CommonSOLE
30161N101EXCEXELON CORP$8,5290.00%174CommonSOLE
857477103STTSTATE STR CORP$8,4800.00%67CommonSOLE
384637104GHCGRAHAM HLDGS CO$8,4580.00%8CommonSOLE
92343E102VRSNVERISIGN INC$8,4440.00%34CommonSOLE
14174T107CTRECARETRUST REIT INC$8,3930.00%229CommonSOLE
13321L108CCJCAMECO CORP$8,3630.00%77CommonSOLE
37959E102GLGLOBE LIFE INC$8,2110.00%59CommonSOLE
781846209RUSHARUSH ENTERPRISES INC$8,1320.00%123CommonSOLE
22822V101CCICROWN CASTLE INC$8,1310.00%100CommonSOLE
92204A603VISVANGUARD WORLD FD$8,1180.00%26CommonSOLE
52567D107LMNDLEMONADE INC$8,0860.00%129CommonSOLE
05464C101AXONAXON ENTERPRISE INC$8,0690.00%19CommonSOLE
318672706FBPFIRST BANCORP CORPORATION$8,0530.00%377CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$7,8950.00%22CommonSOLE
833445109SNOWSNOWFLAKE INC$7,8430.00%52CommonSOLE
69047Q102OVVOVINTIV INC$7,7760.00%131CommonSOLE
85254J102STAGSTAG INDUSTRIAL INC$7,7530.00%215CommonSOLE
921910816MGKVANGUARD WORLD FD$7,7160.00%21CommonSOLE
66987V109NVSNOVARTIS AG$7,6380.00%50CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$7,6120.00%26CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$7,6080.00%105CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$7,6060.00%58CommonSOLE
533900106LECOLINCOLN ELEC HLDGS INC$7,4720.00%30CommonSOLE
29364G103ETRENTERGY CORP NEW$7,3030.00%65CommonSOLE
10806X102BBIOBRIDGEBIO PHARMA INC$7,2770.00%98CommonSOLE
858119100STLDSTEEL DYNAMICS INC$7,2000.00%40CommonSOLE
46284V101IRMIRON MTN INC DEL$7,1500.00%70CommonSOLE
46434V407SHYGISHARES TR$7,1500.00%169CommonSOLE
19247G107COHRCOHERENT CORP$7,1460.00%30CommonSOLE
651587107NEUNEWMARKET CORP$7,0500.00%11CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$7,0160.00%76CommonSOLE
229899109CFRCULLEN FROST BANKERS INC$6,9910.00%51CommonSOLE
314211103FHIFEDERATED HERMES INC$6,9750.00%123CommonSOLE
836100107SOUNSOUNDHOUND AI INC$6,9730.00%1,015CommonSOLE
91912E105VALEVALE S A$6,9690.00%438CommonSOLE
303075105FDSFACTSET RESH SYS INC$6,9440.00%32CommonSOLE
852234103XYZBLOCK INC$6,8610.00%114CommonSOLE
133131102CPTCAMDEN PPTY TR$6,8360.00%70CommonSOLE
136069101CMCANADIAN IMPERIAL BANK OF CO$6,8220.00%72CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$6,7600.00%93CommonSOLE
23804L103DDOGDATADOG INC$6,7290.00%57CommonSOLE
609207105MDLZMONDELEZ INTL INC$6,6860.00%116CommonSOLE
88642R109TDWTIDEWATER INC NEW$6,6840.00%80CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$6,6680.00%16CommonSOLE
71880K101PHINPHINIA INC$6,6390.00%97CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$6,5650.00%101CommonSOLE
92204A504VHTVANGUARD WORLD FD$6,5360.00%24CommonSOLE
92204A801VAWVANGUARD WORLD FD$6,5350.00%29CommonSOLE
515098101LSTRLANDSTAR SYS INC$6,4120.00%40CommonSOLE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$6,3680.00%24CommonSOLE
001055102AFLAFLAC INC$6,3630.00%58CommonSOLE
03073E105CORCENCORA INC$6,2830.00%20CommonSOLE
670346105NUENUCOR CORP$6,2570.00%37CommonSOLE
59156R108METMETLIFE INC$6,2230.00%88CommonSOLE
020002101ALLALLSTATE CORP$6,2200.00%30CommonSOLE
686330101IXORIX CORP$6,1480.00%205CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$6,1420.00%200CommonSOLE
92939U106WECWEC ENERGY GROUP INC$6,0200.00%52CommonSOLE
45687V106IRINGERSOLL RAND INC$6,0090.00%75CommonSOLE
40131M109GHGUARDANT HEALTH INC$6,0040.00%65CommonSOLE
911312106UPSUNITED PARCEL SVCS INC$6,0010.00%61CommonSOLE
929740108WABWABTEC$5,9980.00%24CommonSOLE
55261F104MTBM & T BK CORP$5,9950.00%29CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$5,9270.00%52CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$5,8920.00%64CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$5,8870.00%10CommonSOLE
457669307INSMINSMED INC$5,8870.00%36CommonSOLE
46817M107JXNJACKSON FINANCIAL INC$5,8150.00%55CommonSOLE
902653104UDRUDR INC$5,8100.00%172CommonSOLE
009158106APDAIR PRODUCTS AND CHEMICALS I$5,8100.00%20CommonSOLE
06849F108BBARRICK MNG CORP$5,7920.00%142CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$5,7820.00%19CommonSOLE
817070501SENEASENECA FOODS CORP NEW$5,7430.00%38CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$5,7100.00%67CommonSOLE
49446R109KIMKIMCO REALTY CORP$5,7070.00%254CommonSOLE
859241101STRLSTERLING INFRASTRUCTURE INC$5,7020.00%14CommonSOLE
33939L407GUNRFLEXSHARES TR$5,6810.00%103CommonSOLE
912008109USFDUS FOODS HLDG CORP$5,6250.00%61CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$5,5990.00%51CommonSOLE
92840M102VSTVISTRA CORP$5,5620.00%37CommonSOLE
631103108NDAQNASDAQ INC$5,5180.00%65CommonSOLE
29355X107NPOENPRO INC$5,5140.00%22CommonSOLE
422704106HLHECLA MINING COMPANY$5,4960.00%295CommonSOLE
654106103NKENIKE INC$5,4930.00%104CommonSOLE
025072356AVREAMERICAN CENTY ETF TR$5,4580.00%124CommonSOLE
771049103RBLXROBLOX CORP$5,4300.00%96CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$5,4130.00%31CommonSOLE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$5,3590.00%76CommonSOLE
127055101CBTCABOT CORP$5,3470.00%71CommonSOLE
866683105SNCYSUN CTRY AIRLS HLDGS INC$5,2530.00%318CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$5,2510.00%43CommonSOLE
808524680SCHQSCHWAB STRATEGIC TR$5,2490.00%167CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$5,2370.00%93CommonSOLE
632307104NTRANATERA INC$5,2000.00%26CommonSOLE
920253101VMIVALMONT INDS INC$5,1940.00%13CommonSOLE
58155Q103MCKMCKESSON CORP$5,1920.00%6CommonSOLE
929160109VMCVULCAN MATLS CO$5,1740.00%19CommonSOLE
353514102FELEFRANKLIN ELEC INC$5,1620.00%56CommonSOLE
G3730V105FTAIFTAI AVIATION LTD$5,1450.00%21CommonSOLE
45073V108ITTITT INC$5,1440.00%27CommonSOLE
057665200BCPCBALCHEM CORP$5,0840.00%30CommonSOLE
125523100CITHE CIGNA GROUP$5,0680.00%19CommonSOLE
594972408MSTRSTRATEGY INC$4,9920.00%40CommonSOLE
92204A876VPUVANGUARD WORLD FD$4,9540.00%25CommonSOLE
G0593M107AZNASTRAZENECA PLC$4,9300.00%25CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$4,8990.00%36CommonSOLE
88706T108TIMBTIM S A$4,8480.00%183CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$4,8400.00%8CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$4,8400.00%107CommonSOLE
88146M101TRNOTERRENO RLTY CORP$4,7910.00%78CommonSOLE
74164M108PRIPRIMERICA INC$4,7590.00%19CommonSOLE
G2519Y108BAPCREDICORP LTD$4,7490.00%14CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$4,7400.00%24CommonSOLE
617700109MORNMORNINGSTAR INC$4,7330.00%28CommonSOLE
77543R102ROKUROKU INC$4,7310.00%50CommonSOLE
761152107RMDRESMED INC$4,7140.00%21CommonSOLE
493267108KEYKEYCORP$4,7120.00%235CommonSOLE
278768106SATSECHOSTAR CORP$4,6830.00%40CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$4,6490.00%22CommonSOLE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTA$4,6140.00%213CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$4,5580.00%76CommonSOLE
29472R108ELSEQUITY LIFESTYLE PROPERTIES$4,5570.00%73CommonSOLE
81141R100SESEA LTD$4,5550.00%55CommonSOLE
G0403H108AONAON PLC$4,5190.00%14CommonSOLE
070830104BBWIBATH & BODY WORKS INC$4,5180.00%242CommonSOLE
H8088L103SRADSPORTRADAR GROUP AG$4,4860.00%268CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$4,4840.00%63CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP$4,4750.00%26CommonSOLE

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.