MondegarAI
Investors Portfolio Services LLC

Q4 2025 · 13F-HR

Investors Portfolio Services LLCholdings as filed

Filed 2026-02-09 · accession 0002073833-26-000002

$111.0M
Reported value
431
Positions
2025-12-31
Period end
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The Brief · Investors Portfolio Services LLC · Q4 2025

AI · grounded in 13F

Investors Portfolio Services LLC established a new position in SPY valued at $28.1M. The fund also initiated new stakes in SQMX for $17.6M and GPIX for $10.4M. Other new additions include XMHQ at $8.0M and AIRR at $7.4M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$28.1M25.4%41,231CommonNONE
33740U463SQMXFIRST TR EXCHNG TRADED FD VI$17.6M15.9%528,946CommonNONE
38149W622GPIXGOLDMAN SACHS ETF TR$10.4M9.36%196,748CommonNONE
46137V472XMHQINVESCO EXCHANGE TRADED FD T$8.0M7.18%77,882CommonNONE
33738R704AIRRFIRST TR EXCHANGE TRADED FD$7.4M6.66%75,209CommonNONE
46641Q134JIREJ P MORGAN EXCHANGE TRADED F$5.4M4.82%71,492CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$5.1M4.57%118,914CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$3.5M3.18%4,088CommonNONE
464287432TLTISHARES TR$2.8M2.49%31,780CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$2.4M2.19%41,593CommonNONE
922908744VTVVanguard Value ETF$1.9M1.68%9,751CommonNONE
69344A800PTRBPGIM ETF TR$1.4M1.29%33,905CommonNONE
887098101TSBKTIMBERLAND BANCORP INC$1.3M1.14%35,453CommonNONE
747525103QCOMQUALCOMM Incorporated - Common Stock$939,0520.85%5,490CommonNONE
594918104MSFTMicrosoft Corporation - Common Stock$879,4760.79%1,819CommonNONE
037833100AAPLAPPLE INC$855,3230.77%3,147CommonNONE
33739P301FMHIFIRST TR EXCH TRADED FD III$817,0050.74%17,044CommonNONE
67066G104NVDANVIDIA CORPORATION$732,5870.66%3,928CommonNONE
46654Q716JBNDJ P MORGAN EXCHANGE TRADED F$631,9870.57%11,683CommonNONE
060505104BACBANK AMERICA CORP$590,8450.53%10,743CommonNONE
697435105PANWPalo Alto Networks, Inc. - Common Stock$491,8140.44%2,670CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$465,1710.42%5,100CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$450,2940.41%3,072CommonNONE
502431109LHXL3Harris Technologies, Inc. Common Stock$307,6770.28%1,048CommonNONE
90364P105PATHUIPATH INC$293,7370.26%17,922CommonNONE
512807306LRCXLAM RESEARCH CORP$271,7710.24%1,585CommonNONE
384802104GWWW.W. Grainger, Inc. Common Stock$266,0520.24%264CommonNONE
46090E103QQQINVESCO QQQ TR$265,0690.24%431CommonNONE
46434V647REETISHARES TR$240,8280.22%9,652CommonNONE
040413205ANETARISTA NETWORKS INC$238,9570.22%1,824CommonNONE
438516106HONHONEYWELL INTL INC$209,9110.19%1,076CommonNONE
92826C839VVISA INC$192,0380.17%547CommonNONE
808524201SCHXSchwab U.S. Large-Cap ETF$187,2320.17%6,958CommonNONE
093712107BEBLOOM ENERGY CORP$176,1270.16%2,027CommonNONE
053332102AZOAUTOZONE INC$169,5750.15%50CommonNONE
023135106AMZNAMAZON COM INC$167,8170.15%727CommonNONE
776696106ROPROPER TECHNOLOGIES INC$165,7820.15%372CommonNONE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$165,0590.15%2,311CommonNONE
567908108HZOMARINEMAX INC$165,0310.15%6,811CommonNONE
33740U547DHDGFIRST TR EXCHNG TRADED FD VI$158,3320.14%4,655CommonNONE
03990B101ARESARES MANAGEMENT CORPORATION$149,4440.13%924CommonNONE
097023105BABOEING CO$147,9880.13%682CommonNONE
88160R101TSLATESLA INC$147,0990.13%327CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$141,3990.13%3,572CommonNONE
922908769VTIVANGUARD INDEX FDS$141,1550.13%421CommonNONE
94106L109WMWASTE MGMT INC DEL$138,0710.12%628CommonNONE
464287465EFAISHARES TR$134,4410.12%1,400CommonNONE
74762E102QUREQUANTA SVCS INC$131,8920.12%312CommonNONE
38149W630GPIQGOLDMAN SACHS ETF TR$125,0800.11%2,366CommonNONE
65339F101NEENEXTERA ENERGY INC$121,4070.11%1,512CommonNONE
464287200IVVISHARES TR$119,8650.11%175CommonNONE
71742Q106PAHCPHIBRO ANIMAL HEALTH CORP$118,3140.11%3,167CommonNONE
718172109PMPHILIP MORRIS INTL INC$116,5660.10%727CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$110,4510.10%629CommonNONE
127387108CDNSCadence Design Systems, Inc. - Common Stock$105,0270.09%336CommonSOLE
922908736VUGVANGUARD INDEX FDS$96,8950.09%199CommonNONE
02079K305GOOGLALPHABET INC$95,6910.09%306CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$92,9910.08%185CommonNONE
25434V617DFAWDIMENSIONAL ETF TRUST$89,0220.08%1,203CommonNONE
464287481IWPISHARES TR$87,1960.08%637CommonNONE
46435G193SUSCISHARES TR$87,0450.08%3,722CommonNONE
67062F100NXPNUVEEN SELECT TAX-FREE INCOM$81,1940.07%5,758CommonNONE
29084Q100EMEEMCOR GROUP INC$76,7030.07%125CommonNONE
00206R102TAT&T INC$76,2500.07%3,070CommonNONE
921937835BNDVANGUARD BD INDEX FDS$71,4780.06%965CommonNONE
74164F103PRIMPRIMORIS SVCS CORP$70,5620.06%568CommonNONE
46435G425ESGUISHARES TR$68,5180.06%460CommonNONE
922908363VOOVANGUARD INDEX FDS$63,4340.06%101CommonNONE
25434V831DUHPDIMENSIONAL ETF TRUST$59,6700.05%1,569CommonNONE
235851102DHRDanaher Corporation Common Stock$58,6360.05%255CommonNONE
31428X106FDXFEDEX CORP$58,2310.05%202CommonNONE
921909768VXUSVANGUARD STAR FDS$54,2470.05%719CommonNONE
493267108KEYKEYCORP$53,7880.05%2,606CommonNONE
539830109LMTLockheed Martin Corporation Common Stock$51,9920.05%108CommonNONE
25809K105DASHDOORDASH INC$51,1440.05%226CommonNONE
464288653TLHISHARES TR$50,3270.05%495CommonNONE
126650100CVSCVS HEALTH CORP$50,1420.05%632CommonNONE
02005N100ALLYALLY FINL INC$45,2900.04%1,000CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$43,8200.04%136CommonNONE
67070X101NZFNUVEEN MUNICIPAL CREDIT INC$43,5670.04%3,463CommonNONE
05605H100BWXTBWX TECHNOLOGIES INC$42,8350.04%248CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$42,7180.04%121CommonNONE
464288570DSIISHARES TR$40,6020.04%315CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$40,4520.04%123CommonNONE
67071L106NVGNUVEEN AMT FREE MUN CR INC F$39,4640.04%3,117CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$37,8340.03%124CommonNONE
166764100CVXCHEVRON CORP NEW$34,7690.03%228CommonNONE
14019W109CGXUCAPITAL GROUP INTL FOCUS EQT$34,5200.03%1,168CommonNONE
008474108AEMAGNICO EAGLE MINES LTD$33,9260.03%200CommonNONE
83443Q103SOLSSOLSTICE ADVANCED MATLS INC$32,7180.03%673CommonNONE
855244109SBUXSTARBUCKS CORP$31,1380.03%370CommonNONE
92936U109WPCWP CAREY INC$29,5640.03%453CommonNONE
45784N700ZOCTINNOVATOR ETFS TRUST$29,5200.03%1,100CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$29,1120.03%505CommonNONE
91913Y100VLOVALERO ENERGY CORP$28,5470.03%175CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$27,2070.02%176CommonNONE
33739E108FPEFIRST TR EXCH TRADED FD III$26,1990.02%1,438CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$22,6550.02%40CommonNONE
30303M102METAMETA PLATFORMS INC$22,0950.02%33CommonNONE
76954A103RIVNRIVIAN AUTOMOTIVE INC$21,6810.02%1,100CommonNONE
254687106DISWalt Disney Company (The) Common Stock$19,7910.02%172CommonNONE
11777Q209BTGB2Gold Corp Common shares (Canada)$19,7540.02%4,380CommonNONE
46435G516ESGDISHARES TR$19,7460.02%208CommonNONE
478160104JNJJohnson & Johnson Common Stock$19,3030.02%94CommonNONE
11135F101AVGOBROADCOM INC$19,0550.02%55CommonNONE
19247G107COHRCOHERENT CORP$18,1610.02%98CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$17,9380.02%125CommonNONE
617446448MSMORGAN STANLEY$17,7530.02%100CommonNONE
25746U109DDOMINION ENERGY INC$17,5770.02%300CommonNONE
315948109FBTCFidelity Wise Origin Bitcoin Fund$17,2510.02%226CommonNONE
833445109SNOWSNOWFLAKE INC$16,8910.02%77CommonNONE
78468R531EFIVSPDR SERIES TRUST$16,4720.01%249CommonNONE
31613E103FETHFIDELITY ETHEREUM FD$15,3980.01%520CommonNONE
33735B108FNXFIRST TR EXCHANGE-TRADED ALP$15,1180.01%120CommonNONE
172967424CCitigroup, Inc. Common Stock$14,3190.01%122CommonNONE
464287150ITOTISHARES TR$13,6950.01%92CommonNONE
91529Y106UNMUNUM GROUP$13,6210.01%176CommonNONE
69374H741SRVRPACER FDS TR$13,4570.01%470CommonNONE
548661107LOWLowe's Companies, Inc. Common Stock$13,2990.01%55CommonNONE
00287Y109ABBVABBVIE INC$13,2190.01%58CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$13,1560.01%326CommonNONE
20825C104COPCONOCOPHILLIPS$12,9550.01%138CommonNONE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$12,2090.01%145CommonNONE
464287697IDUISHARES TR$11,0880.01%102CommonNONE
27827X101EIMEATON VANCE MUN BD FD$10,9440.01%1,125CommonNONE
808513105SCHWSCHWAB CHARLES CORP$9,9910.01%100CommonNONE
88636X880TSLYTIDAL TRUST II$9,4950.01%253CommonNONE
744320102PRUPRUDENTIAL FINL INC$9,3830.01%83CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$9,3740.01%72CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$9,0730.01%42CommonNONE
98389B100XELXCEL ENERGY INC$8,9380.01%121CommonNONE
713448108PEPPepsiCo, Inc. - Common Stock$8,6300.01%60CommonNONE
02079K107GOOGALPHABET INC$8,5180.01%27CommonNONE
46654Q724HELOJPMorgan Hedged Equity Laddered Overlay ETF$8,4480.01%127CommonNONE
94106B101WCNWASTE CONNECTIONS INC$8,4180.01%48CommonNONE
149123101CATCaterpillar, Inc. Common Stock$8,3710.01%15CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$8,1820.01%70CommonNONE
67092P300NULVNUSHARES ETF TR$8,0130.01%178CommonNONE
33738R308FTHIFIRST TR EXCHANGE TRADED FD$7,6870.01%326CommonNONE
30231G102XOMEXXON MOBIL CORP$7,4030.01%62CommonNONE
92338C103VLTOVERALTO CORP$7,2960.01%73CommonNONE
36828A101GEVGE VERNOVA INC$7,1900.01%11CommonNONE
931142103WMTWalmart Inc. - Common Stock$7,0570.01%63CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$6,9700.01%171CommonNONE
717081103PFEPfizer, Inc. Common Stock$6,8160.01%274CommonNONE
69374H766INDSPACER FDS TR$6,6860.01%182CommonNONE
701094104PHParker-Hannifin Corporation Common Stock$6,6790.01%8CommonNONE
437076102HDHome Depot, Inc. (The) Common Stock$6,6080.01%19CommonNONE
17275R102CSCOCISCO SYS INC$6,4330.01%84CommonNONE
34959J108FTVFORTIVE CORP$6,4080.01%116CommonNONE
146280508SILASILA REALTY TRUST INC$6,3870.01%274CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$5,9380.01%247CommonNONE
30161N101EXCEXELON CORP$5,6690.01%130CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$5,5570.01%95CommonNONE
29250N105ENBENBRIDGE INC$5,1660.00%108CommonNONE
20030N101CMCSACOMCAST CORP NEW$5,1010.00%171CommonNONE
59156R108METMETLIFE INC$5,0980.00%65CommonNONE
58933Y105MRKMERCK & CO INC$4,9750.00%47CommonNONE
742718109PGProcter & Gamble Company (The) Common Stock$4,9280.00%34CommonNONE
369550108GDGeneral Dynamics Corporation Common Stock$4,8500.00%14CommonNONE
064058100BKBANK NEW YORK MELLON CORP$4,5960.00%40CommonNONE
09290D101BLKBLACKROCK INC$4,5210.00%4CommonNONE
902973304USBUS BANCORP DEL$4,3930.00%82CommonNONE
74340W103PLDPROLOGIS INC.$4,3050.00%34CommonNONE
H50430232LOGILOGITECH INTL S A$4,2100.00%42CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$4,1190.00%72CommonNONE
58733R102MELIMERCADOLIBRE INC$4,0290.00%2CommonNONE
532457108LLYELI LILLY & CO$4,0060.00%4CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$3,8660.00%14CommonNONE
416515104HIGThe Hartford Insurance Group, Inc. Common Stock$3,8100.00%28CommonNONE
949746101WMT2WELLS FARGO CO NEW$3,6940.00%40CommonNONE
26701L100BROSDutch Bros Inc. Class A Common Stock$3,4900.00%57CommonNONE
958102105WDCWestern Digital Corporation - Common Stock$3,4670.00%20CommonNONE
88579Y101MMM3M CO$3,4550.00%21CommonNONE
009158106APDAIR PRODS & CHEMS INC$3,2940.00%13CommonNONE
03073E105CORCencora, Inc. Common Stock$3,1950.00%9CommonNONE
87151X101SYMSYMBOTIC INC$2,9750.00%50CommonNONE
025816109AXPAMERICAN EXPRESS CO$2,9600.00%8CommonNONE
705573103PEGAPegasystems Inc. - Common Stock$2,9550.00%49CommonNONE
92537N108VRTVERTIV HOLDINGS CO$2,9400.00%18CommonNONE
580135101MCDMcDonald's Corporation Common Stock$2,9060.00%10CommonNONE
595112103MUMICRON TECHNOLOGY INC$2,8560.00%10CommonNONE
337738108FISVFiserv, Inc. - Common Stock$2,8130.00%42CommonNONE
74316P579AKREPROFESIONALLY MANAGED PORTFO$2,7520.00%42CommonNONE
464287523SOXXISHARES TR$2,7300.00%9CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$2,7180.00%9CommonNONE
842587107SOSouthern Company (The) Common Stock$2,6890.00%31CommonNONE
31488V107FERGFerguson Enterprises Inc. Common Stock$2,6850.00%12CommonNONE
146869102CVNACarvana Co. Class A Common Stock$2,6250.00%6CommonNONE
008252108AMGAffiliated Managers Group, Inc. Common Stock$2,6220.00%9CommonNONE
49456B101KMIKINDER MORGAN INC DEL$2,5610.00%93CommonNONE
032095101APHAmphenol Corporation Common Stock$2,5450.00%19CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$2,5010.00%9CommonNONE
655844108NSCNORFOLK SOUTHN CORP$2,4840.00%9CommonNONE
191216100KOCoca-Cola Company (The) Common Stock$2,4610.00%35CommonNONE
665859104NTRSNorthern Trust Corporation - Common Stock$2,4500.00%18CommonNONE
98956A105ZETAZETA GLOBAL HOLDINGS CORP$2,4130.00%119CommonNONE
375558103GILDGilead Sciences, Inc. - Common Stock$2,3980.00%20CommonNONE
08975B109BBAIBigBear.ai, Inc. Common Stock$2,3960.00%444CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$2,3920.00%30CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$2,3860.00%9CommonNONE
244199105DEDeere & Company Common Stock$2,3730.00%5CommonNONE
878742204TECKTECK RESOURCES LTD$2,3470.00%49CommonNONE
24906P109XRAYDENTSPLY SIRONA Inc. - Common Stock$2,2910.00%200CommonNONE
58155Q103MCKMcKesson Corporation Common Stock$2,2490.00%3CommonNONE
46222L108IONQIONQ INC$2,2440.00%50CommonNONE
760759100RSGREPUBLIC SVCS INC$2,2040.00%10CommonNONE
30212P303EXPEExpedia Group, Inc. - Common Stock$2,1970.00%8CommonNONE
45782C656PSEPINNOVATOR ETFS TRUST$2,1860.00%50CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$2,1750.00%19CommonNONE
636180101NFGNational Fuel Gas Company Common Stock$2,1540.00%27CommonNONE
65473P105NINiSource Inc Common Stock$2,1520.00%52CommonNONE
872540109TJXTJX COS INC NEW$2,0970.00%14CommonNONE
928881101VNTVONTIER CORPORATION$2,0830.00%56CommonNONE
83406F102SOFISoFi Technologies, Inc. - Common Stock$2,0430.00%78CommonNONE
443201108HWMHowmet Aerospace Inc. Common Stock$2,0310.00%10CommonNONE
98980L101ZNGAZOOM COMMUNICATIONS INC$1,9830.00%23CommonNONE
576323109MTZMasTec, Inc. Common Stock$1,9710.00%9CommonNONE
219350105GLWCorning Incorporated Common Stock$1,9390.00%22CommonNONE
750940108RALRALLIANT CORP$1,9350.00%38CommonNONE
719405102PLABPhotronics, Inc. - Common Stock$1,9230.00%60CommonNONE
126408103CSXCSX Corporation - Common Stock$1,9000.00%52CommonNONE
57636Q104MAMastercard Incorporated Common Stock$1,8870.00%3CommonNONE
231021106CMICummins Inc. Common Stock$1,8770.00%4CommonNONE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$1,8710.00%13CommonNONE
03831W108APPApplovin Corporation - Class A Common Stock$1,8690.00%3CommonNONE
615369105MCOMoody's Corporation Common Stock$1,8660.00%4CommonNONE
316773100FITBFifth Third Bancorp - Common Stock$1,8660.00%40CommonNONE
22822V101CCICROWN CASTLE INC$1,7880.00%20CommonNONE
00508Y102AYIAcuity Inc. Common Stock$1,7800.00%5CommonNONE
125523100CIThe Cigna Group Common Stock$1,7100.00%6CommonNONE
29977A105EVREvercore Inc. Class A Common Stock$1,6550.00%5CommonNONE
14149Y108CAHCARDINAL HEALTH INC$1,6440.00%8CommonNONE
83444M101SOLVSOLVENTUM CORP$1,6420.00%21CommonNONE
G87052109TELTE CONNECTIVITY PLC$1,5930.00%7CommonNONE
G51502105JCIJohnson Controls International plc Ordinary Share$1,5630.00%13CommonNONE
45841N107IBKRInteractive Brokers Group, Inc. - Class A Common Stock$1,5520.00%24CommonNONE
40171V100GWREGuidewire Software, Inc. Common Stock$1,5520.00%8CommonNONE
172755100CRUSCirrus Logic, Inc. - Common Stock$1,4930.00%13CommonNONE
525327102LDOSLeidos Holdings, Inc. Common Stock$1,4850.00%8CommonNONE
43300A203HLTHilton Worldwide Holdings Inc. Common Stock$1,4270.00%5CommonNONE
860630102SFStifel Financial Corporation Common Stock$1,4140.00%11CommonNONE
770700102HOODROBINHOOD MKTS INC$1,4050.00%12CommonNONE
256163106DOCUDocuSign, Inc. - Common Stock$1,3810.00%20CommonNONE
12503M108CBOECboe Global Markets, Inc. Common Stock$1,3660.00%5CommonNONE
98423F109XMTRXometry, Inc. - Class A Common Stock$1,3660.00%23CommonNONE
363576109AJGArthur J. Gallagher & Co. Common Stock$1,3470.00%5CommonNONE
911363109URIUnited Rentals, Inc. Common Stock$1,3440.00%2CommonNONE
12541W209CHRWC.H. Robinson Worldwide, Inc. - Common Stock$1,3360.00%8CommonNONE
302130109EXPDExpeditors International of Washington, Inc. Common Stock$1,3290.00%9CommonNONE
G8994E103TTTrane Technologies plc$1,3080.00%3CommonNONE
896239100TRMBTrimble Inc. - Common Stock$1,3030.00%17CommonNONE
55616P104MMacy's Inc Common Stock$1,2960.00%59CommonNONE
962879102WPMWHEATON PRECIOUS METALS CORP$1,2930.00%11CommonNONE
G6700G107NVTnVent Electric plc Ordinary Shares$1,2880.00%13CommonNONE
681936100OHIOmega Healthcare Investors, Inc. Common Stock$1,2860.00%29CommonNONE
26884U109EPREPR Properties Common Stock$1,2700.00%25CommonNONE
00724F101ADBEAdobe Inc. - Common Stock$1,2690.00%4CommonNONE
608190104MHKMohawk Industries, Inc. Common Stock$1,2470.00%11CommonNONE
418056107HASHasbro, Inc. - Common Stock$1,2360.00%15CommonNONE
237194105DRIDarden Restaurants, Inc. Common Stock$1,2230.00%7CommonNONE
872590104TMUST-Mobile US, Inc. - Common Stock$1,2190.00%6CommonSOLE
26210C104DBXDropbox, Inc. - Class A Common Stock$1,2160.00%44CommonNONE
N72482206QGENQIAGEN NV COM SHS DO NOT USE$1,1960.00%27CommonNONE
27579R104EWBCEast West Bancorp, Inc. - Common Stock$1,1900.00%11CommonNONE
929740108WABWestinghouse Air Brake Technologies Corporation Common Stock$1,1720.00%5CommonNONE
04621X108AIZAssurant, Inc. Common Stock$1,1710.00%5CommonNONE
143658300CCL1EURCarnival Corporation Common Stock$1,1660.00%38CommonNONE
058498106BALLBall Corporation Common Stock$1,1640.00%22CommonNONE
020002101ALLAllstate Corporation (The) Common Stock$1,1550.00%6CommonNONE
26884L109EQTEQT Corporation Common Stock$1,1540.00%22CommonNONE
G5960L103MDTMedtronic plc. Ordinary Shares$1,1510.00%12CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$1,1490.00%14CommonNONE
902494103TSNTyson Foods, Inc. Common Stock$1,1430.00%19CommonNONE
053015103ADPAutomatic Data Processing, Inc. - Common Stock$1,1370.00%4CommonNONE
02043Q107ALNYAlnylam Pharmaceuticals, Inc. - Common Stock$1,1340.00%3CommonNONE
466313103JBLJabil Inc. Common Stock$1,1250.00%5CommonNONE
88033G407THCTenet Healthcare Corporation Common Stock$1,1200.00%6CommonNONE
G7496G103RNRRenaissanceRe Holdings Ltd. Common Stock$1,1000.00%4CommonNONE
501044101KRKroger Company (The) Common Stock$1,0960.00%18CommonNONE
320517105FHNFirst Horizon Corporation Common Stock$1,0910.00%46CommonNONE
44267T102HHHHoward Hughes Holdings Inc. Common Stock$1,0860.00%14CommonNONE
02209S103MOAltria Group, Inc.$1,0800.00%19CommonNONE
12504L109CBRECBRE Group Inc Common Stock Class A$1,0770.00%7CommonNONE
892331307TMTOYOTA MOTOR CORP$1,0710.00%5CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$1,0630.00%13CommonNONE
87256C101TKOTKO GROUP HOLDINGS INC$1,0580.00%5CommonNONE
98978V103ZTSZOETIS INC$1,0580.00%8CommonNONE
443510607HUBBHubbell Inc Common Stock$1,0520.00%2CommonNONE
G29183103ETNEaton Corporation, PLC Ordinary Shares$1,0480.00%3CommonNONE
228368106CCKCrown Holdings, Inc.$1,0370.00%10CommonNONE
038222105AMATAPPLIED MATLS INC$1,0280.00%4CommonNONE
761152107RMDResMed Inc. Common Stock$1,0240.00%4CommonNONE
90353W103UIUbiquiti Inc. Common Stock$1,0220.00%2CommonNONE
285512109EAElectronic Arts Inc. - Common Stock$1,0060.00%5CommonNONE
49338L103KEYSKeysight Technologies Inc. Common Stock$1,0060.00%5CommonNONE
30040W108ESEversource Energy (D/B/A) Common Stock$1,0040.00%15CommonNONE
199908104FIXComfort Systems USA, Inc. Common Stock$1,0000.00%1CommonNONE
512816109LAMRLamar Advertising Company - Class A Common Stock$9930.00%8CommonNONE
693475105PNCPNC Financial Services Group, Inc. (The) Common Stock$9930.00%5CommonNONE
871829107SYYSysco Corporation Common Stock$9890.00%13CommonNONE
88076W103TDCTeradata Corporation Common Stock$9840.00%32CommonNONE
G7S00T104PNRPentair plc. Ordinary Share$9820.00%9CommonNONE
784117103SEICSEI Investments Company - Common Stock$9780.00%12CommonNONE
68389X105ORCLOracle Corporation Common Stock$9760.00%5CommonNONE
16411R208LNGCheniere Energy, Inc. Common Stock$9710.00%5CommonNONE
883556102TMOThermo Fisher Scientific Inc Common Stock$9690.00%2CommonNONE
79466L302CRMSALESFORCE INC$9550.00%4CommonNONE
537008104LFUSLittelfuse, Inc. - Common Stock$9460.00%4CommonNONE
74144T108TROWT. Rowe Price Group, Inc. - Common Stock$9440.00%9CommonNONE
874054109TTWOTake-Two Interactive Software, Inc. - Common Stock$9420.00%4CommonNONE
650111107NYTNew York Times Company (The) Common Stock$9410.00%14CommonNONE
075887109BDXBecton, Dickinson and Company Common Stock$9200.00%5CommonNONE
G3323L100FNFABRINET$9110.00%2CommonNONE
174610105CFGCitizens Financial Group, Inc. Common Stock$9100.00%16CommonNONE
92840M102VSTVistra Corp. Common Stock$8920.00%6CommonNONE
78409V104SPGIS&P Global Inc. Common Stock$8690.00%2CommonNONE
88023B103TEMTempus AI, Inc. - Class A Common Stock$8530.00%14CommonNONE
165167735EXEExpand Energy Corporation - Common Stock$8490.00%8CommonNONE
00827B106AFRMAffirm Holdings, Inc. - Class A Common Stock$8260.00%11CommonNONE
002824100ABTAbbott Laboratories Common Stock$8220.00%7CommonNONE
631103108NDAQNasdaq, Inc. - Common Stock$8070.00%8CommonNONE
65249B208NWSNews Corporation - Class B Common Stock$8030.00%27CommonNONE
G491BT108IVZInvesco Ltd Common Stock$7970.00%30CommonNONE
452327109ILMNIllumina, Inc. - Common Stock$7890.00%6CommonNONE
G0450A105ACGLArch Capital Group Ltd. - Common Stock$7630.00%8CommonNONE
73278L105POOLPool Corporation - Common Stock$7590.00%3CommonNONE
504922105LHLABCORP HOLDINGS INC$7530.00%3CommonNONE
74251V102PFGPrincipal Financial Group Inc - Common Stock$7440.00%8CommonNONE
65249B109NWSANews Corporation - Class A Common Stock$7400.00%28CommonNONE
911312106UPSUnited Parcel Service, Inc. Common Stock$7290.00%7CommonNONE
G0378L100AUAngloGold Ashanti PLC Ordinary Shares$7240.00%8CommonNONE
517834107LVSLas Vegas Sands Corp. Common Stock$7180.00%11CommonNONE
64828T201RITMRithm Capital Corp. Common Stock$7080.00%65CommonNONE
459506101IFFInternational Flavors & Fragrances, Inc. Common Stock$7070.00%10CommonNONE
60937P106MDBMongoDB, Inc. - Class A Common Stock$7050.00%2CommonNONE
98419M100XYLXylem Inc. Common Stock New$7050.00%5CommonNONE
863667101SYKSTRYKER CORPORATION$7030.00%2CommonNONE
281020107EIXEdison International Common Stock$6970.00%12CommonNONE
00846U101AAgilent Technologies, Inc. Common Stock$6890.00%5CommonNONE
75734B100RDDTReddit, Inc. Class A Common Stock$6880.00%3CommonNONE
844741108LUVSouthwest Airlines Company Common Stock$6840.00%17CommonNONE
15677J108DAYDayforce, Inc. Common Stock$6810.00%10CommonNONE
64110Y108NLOPNET LEASE OFFICE PROPERTIES$6710.00%26CommonNONE
501889208LKQLKQ Corporation - Common Stock$6620.00%22CommonNONE
30063P105EXKExact Sciences Corporation - Common Stock$6610.00%7CommonNONE
773903109ROKRockwell Automation, Inc. Common Stock$6570.00%2CommonNONE
G0260P102ASAmer Sports, Inc. Ordinary Shares$6560.00%18CommonNONE
31620M106FISFidelity National Information Services, Inc. Common Stock$6470.00%10CommonNONE
16119P108CHTRCHARTER COMMUNICATIONS INC N$6270.00%3CommonNONE
58506Q109MEDPMedpace Holdings, Inc. - Common Stock$6250.00%1CommonNONE
925652109VICIVICI Properties Inc. Common Stock$6180.00%22CommonNONE
11133T103BRBroadridge Financial Solutions, Inc. Common Stock$6160.00%3CommonNONE
88162G103TTEKTetra Tech, Inc. - Common Stock$6140.00%18CommonNONE
427866108HSYThe Hershey Company Common Stock$6110.00%3CommonNONE
69370C100PTCPTC Inc. - Common Stock$6090.00%3CommonNONE
910047109UALUnited Airlines Holdings, Inc. - Common Stock$6090.00%5CommonNONE
31620R303FNFFidelity National Financial, Inc. Common Stock$6040.00%11CommonNONE
036752103ELVElevance Health, Inc. Common Stock$5950.00%2CommonNONE
426281101JKHYJack Henry & Associates, Inc. - Common Stock$5940.00%3CommonNONE
053611109AVYAvery Dennison Corporation Common Stock$5850.00%3CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$5810.00%1CommonNONE
G0403H108AONAon plc Class A Ordinary Shares (Ireland)$5790.00%2CommonNONE
40637H109HALOHalozyme Therapeutics, Inc. - Common Stock$5700.00%8CommonNONE
34959E109FTNTFortinet, Inc. - Common Stock$5640.00%7CommonNONE
857477103STTState Street Corporation Common Stock$5600.00%4CommonNONE
609207105MDLZMondelez International, Inc. - Class A Common Stock$5580.00%10CommonNONE
H2906T109GRMNGarmin Ltd. Common Stock (Switzerland)$5550.00%3CommonNONE
N14506104ESTCElastic N.V. Ordinary Shares$5540.00%7CommonNONE
74164M108PRIPrimerica, Inc. Common Stock$5460.00%2CommonNONE
74624M102PPURE STORAGE INC$5370.00%8CommonNONE
05550J101BJBJ's Wholesale Club Holdings, Inc. Common Stock$5370.00%6CommonNONE
G48833118WFRDWeatherford International plc - Ordinary shares$5250.00%7CommonNONE
23331A109DHID.R. Horton, Inc. Common Stock$5130.00%4CommonNONE
G0692U109AXSAxis Capital Holdings Limited Common Stock$4930.00%5CommonNONE
303075105FDSFactSet Research Systems Inc. Common Stock$4850.00%2CommonNONE
69608A108PLTRPalantir Technologies Inc. - Class A Common Stock$4810.00%3CommonNONE
446150104HBANHuntington Bancshares Incorporated - Common Stock$4680.00%27CommonNONE
12514G108CDWCDW Corporation - Common Stock$4650.00%3CommonNONE
45784P101PODDInsulet Corporation - Common Stock$4550.00%2CommonNONE
81730H109SSENTINELONE INC$4500.00%30CommonNONE
38526M106LOPEGrand Canyon Education, Inc. - Common Stock$4440.00%3CommonNONE
36467J108GLPIGaming and Leisure Properties, Inc. - Common Stock$4170.00%9CommonNONE
69047Q102OVVOvintiv Inc. (DE)$3990.00%10CommonNONE
00751Y106AAPADVANCE AUTO PARTS INC$3930.00%10CommonNONE
403949100DINOHF Sinclair Corporation Common Stock$3350.00%7CommonNONE
42250P103DOCHealthpeak Properties, Inc. Common Stock$3320.00%21CommonNONE
172908105CTASCintas Corporation - Common Stock$3180.00%2CommonNONE
125269100CFCF Industries Holdings, Inc. Common Stock$3150.00%4CommonNONE
15189T107CNPCenterPoint Energy, Inc (Holding Co) Common Stock$3100.00%8CommonNONE
74743L100QQnity Electronics, Inc. Common Stock$3010.00%4CommonNONE
115236101BROBrown & Brown, Inc. Common Stock$2960.00%4CommonNONE
26614N102DDDUPONT DE NEMOURS INC$2820.00%7CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$2550.00%3CommonNONE
338307101FIVNFive9, Inc. - Common Stock$2200.00%11CommonNONE
15118V207CELHCelsius Holdings, Inc. - Common Stock$2160.00%5CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$870.00%3CommonNONE
74915M605QVCAQQVC GROUP INC$840.00%8CommonNONE
574795100MASIMasimo Corporation - Common Stock$820.00%1CommonNONE
46591M109JOYYJOYY INC$650.00%1CommonNONE
30190A104FGF&G Annuities & Life, Inc. Common Stock$400.00%1CommonNONE
682310875ONCONCOLYTICS BIOTECH INC$370.00%42CommonNONE
80880W205SCLXSCILEX HOLDING CO$250.00%2CommonNONE
007408206ADURAduro Clean Technologies Inc. - Common Stock$200.00%2CommonNONE
98138J503WKHSWORKHORSE GROUP INC$90.00%2CommonNONE
N07059210ASMLASML Holding N.V. - New York Registry Shares$10.00%0CommonSOLE
679295105OKTAOkta, Inc. - Class A Common Stock$00CommonSOLE
260557103DOWDow Inc. Common Stock$00CommonSOLE
345370860FFord Motor Company Common Stock$00CommonSOLE
38149W523GOLDMAN SACHS ETF TR GOLDMAN SACH US DO NOT USE$00CommonSOLE
G8068L108SNSharkNinja, Inc. Ordinary Shares$00CommonSOLE
243537107DECKDeckers Outdoor Corporation Common Stock$00CommonSOLE
19260Q107COINCoinbase Global, Inc. - 3Class A Common Stock$00CommonSOLE
457730109INSPInspire Medical Systems, Inc. Common Stock$00CommonSOLE
700517105PKPark Hotels & Resorts Inc. Common Stock$00CommonSOLE
33741X102SDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$00CommonSOLE
92345Y106VRSKVerisk Analytics, Inc. - Common Stock$00CommonSOLE
69374H303PTNQPacer Trendpilot 100 ETF$00CommonSOLE
364760108GAPGap, Inc. (The) Common Stock$00CommonSOLE
172062101CINFCincinnati Financial Corporation - Common Stock$00CommonSOLE
64110D104NTAPNetApp, Inc. - Common Stock$00CommonSOLE
488401100KMPRKemper Corporation$00CommonSOLE
87161C501SYU1SYNOVUS FINL CORP COM NEW DO NOT USE$00CommonSOLE
681919106OMCOmnicom Group Inc. Common Stock$00CommonSOLE
60871R209TAPMolson Coors Beverage Company Class B Common Stock$00CommonSOLE
886364280THTASoFi Enhanced Yield ETF$00CommonSOLE
70438V106PCTYPaylocity Holding Corporation - Common Stock$00CommonSOLE
46284V101IRMIron Mountain Incorporated (Delaware)Common Stock REIT$00CommonSOLE
26603R106DUOLDuolingo, Inc. - Class A Common Stock$00CommonSOLE
550021109LULUlululemon athletica inc. - Common Stock$00CommonSOLE
44930G107ICUIICU Medical, Inc. - Common Stock$00CommonSOLE

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.