MondegarAI
MidFirst Bank

Q4 2025 · 13F-HR

MidFirst Bankholdings as filed

Filed 2026-02-25 · accession 0002077076-26-000003

$1.26B
Reported value
789
Positions
2025-12-31
Period end
View analyzed profile →PRO

The Brief · MidFirst Bank · Q4 2025

AI · grounded in 13F

MidFirst Bank established a new position in IVV worth $73.9M. The fund also initiated new stakes in NVDA for $66.4M and AAPL for $56.4M. Additional new positions include MSFT at $52.8M, GOOGL at $47.8M, and AMZN at $40.7M.

Holdings as filed

First 500 of 789

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$73.9M5.89%107,929CommonSOLE
67066G104NVDANVIDIA CORPORATION$66.4M5.29%386,777CommonSOLE
037833100AAPLAPPLE INC$56.4M4.49%219,223CommonSOLE
594918104MSFTMICROSOFT CORP$52.8M4.20%109,096CommonSOLE
02079K305GOOGLALPHABET INC$47.8M3.81%153,401CommonSOLE
023135106AMZNAMAZON COM INC$40.7M3.24%182,661CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$27.4M2.18%40,207CommonSOLE
46090E103QQQINVESCO QQQ TR$25.1M2.00%40,781CommonSOLE
30303M102METAMETA PLATFORMS INC$23.6M1.88%37,463CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$20.7M1.65%65,722CommonSOLE
11135F101AVGOBROADCOM INC$19.5M1.55%62,500CommonSOLE
464287614IWFISHARES TR$17.8M1.42%37,632CommonSOLE
512807306LRCXLAM RESEARCH CORP$16.2M1.29%94,537CommonSOLE
149123101CATCATERPILLAR INC$15.6M1.24%27,191CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$14.6M1.16%69,865CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$13.9M1.11%16,775CommonSOLE
478160104JNJJOHNSON & JOHNSON$13.5M1.08%65,419CommonSOLE
78464A854SPYMSPDR SERIES TRUST$12.6M1.01%157,429CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$12.3M0.98%40,461CommonSOLE
92826C839VVISA INC$12.1M0.96%34,833CommonSOLE
G29183103ETNEATON CORP PLC$11.8M0.94%37,138CommonSOLE
46432F842IEFAISHARES TR$11.8M0.94%131,371CommonSOLE
25820R105DMLPDORCHESTER MINERALS LP$11.0M0.88%494,153CommonSOLE
532457108LLYELI LILLY & CO$10.9M0.87%10,139CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$10.9M0.86%108,668CommonSOLE
464287481IWPISHARES TR$10.4M0.83%76,013CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$10.1M0.80%200,548CommonSOLE
464287309IVWISHARES TR$9.9M0.79%80,482CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$9.8M0.78%68,404CommonSOLE
931142103WMTWALMART INC$9.7M0.77%86,964CommonSOLE
682680103OKEONEOK INC NEW$9.5M0.76%129,697CommonSOLE
438516106HONHONEYWELL INTL INC$9.4M0.75%48,138CommonSOLE
00287Y109ABBVABBVIE INC$9.2M0.74%42,858CommonSOLE
464287473IWSISHARES TR$9.2M0.73%65,392CommonSOLE
46436E718SGOVISHARES TR$9.1M0.73%91,027CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$9.0M0.72%10,436CommonSOLE
031162100AMGNAMGEN INC$8.8M0.70%26,954CommonSOLE
46434V456IQLTISHARES TR$8.2M0.65%179,321CommonSOLE
745867101PHMPULTE GROUP INC$8.1M0.65%69,470CommonSOLE
437076102HDHOME DEPOT INC$8.1M0.65%23,542CommonSOLE
464287507IJHISHARES TR$7.9M0.63%120,094CommonSOLE
94106L109WMWASTE MGMT INC DEL$7.8M0.62%35,498CommonSOLE
464288158SUBISHARES TR$7.8M0.62%72,984CommonSOLE
09290D101BLKBLACKROCK INC$7.5M0.60%7,045CommonSOLE
464287648IWOISHARES TR$7.4M0.59%23,053CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$7.3M0.59%16,180CommonSOLE
464287705IJJISHARES TR$7.2M0.58%54,993CommonSOLE
921932844IVOVVANGUARD ADMIRAL FDS INC$7.1M0.57%70,333CommonSOLE
969457100WMBWILLIAMS COS INC$7.0M0.55%115,845CommonSOLE
74935Q107RBARB GLOBAL INC$6.8M0.54%66,433CommonSOLE
464287598IWDISHARES TR$6.8M0.54%32,324CommonSOLE
166764100CVXCHEVRON CORP NEW$6.5M0.52%42,916CommonSOLE
79466L302CRMSALESFORCE INC$6.5M0.52%24,518CommonSOLE
464287879IJSISHARES TR$6.4M0.51%56,022CommonSOLE
02079K107GOOGALPHABET INC$6.3M0.51%28,175CommonSOLE
29250N105ENBENBRIDGE INC$5.6M0.45%117,389CommonSOLE
78464A409SPYGSPDR SERIES TRUST$5.4M0.43%51,067CommonSOLE
464287630IWNISHARES TR$5.3M0.42%29,307CommonSOLE
30063P105EXKEXACT SCIENCES CORP$5.1M0.41%50,707CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$5.1M0.41%9,289CommonSOLE
254687106DISDISNEY WALT CO$5.1M0.41%45,074CommonSOLE
718546104PSXPHILLIPS 66$5.0M0.39%38,373CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$4.8M0.38%30,829CommonSOLE
808524862SCHOSCHWAB STRATEGIC TR$4.7M0.38%193,267CommonSOLE
580135101MCDMCDONALDS CORP$4.5M0.36%14,874CommonSOLE
780087102RYROYAL BK CDA$4.5M0.36%26,462CommonSOLE
921932778VIOVVANGUARD ADMIRAL FDS INC$4.5M0.36%45,726CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$4.4M0.35%24,042CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$4.3M0.34%24,590CommonSOLE
060505104BACBANK AMERICA CORP$4.3M0.34%77,370CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$4.0M0.32%9,384CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$4.0M0.32%15,618CommonSOLE
30231G102XOMEXXON MOBIL CORP$4.0M0.32%33,178CommonSOLE
747525103QCOMQUALCOMM INC$3.9M0.31%22,957CommonSOLE
191216100KOCOCA COLA CO$3.9M0.31%55,884CommonSOLE
855244109SBUXSTARBUCKS CORP$3.9M0.31%45,929CommonSOLE
00724F101ADBEADOBE INC$3.8M0.30%10,821CommonSOLE
872540109TJXTJX COS INC NEW$3.8M0.30%24,428CommonSOLE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$3.7M0.30%73,801CommonSOLE
617446448MSMORGAN STANLEY$3.7M0.29%20,584CommonSOLE
464288414MUBISHARES TR$3.6M0.28%33,282CommonSOLE
482480100KLACKLA CORP$3.5M0.28%2,894CommonSOLE
17275R102CSCOCISCO SYS INC$3.5M0.28%47,763CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$3.5M0.28%18,700CommonSOLE
464287168DVYISHARES TR$3.4M0.27%24,296CommonSOLE
617700109MORNMORNINGSTAR INC$3.4M0.27%15,647CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$3.4M0.27%10,468CommonSOLE
882508104TXNTEXAS INSTRS INC$3.3M0.26%18,820CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$3.2M0.26%10,838CommonSOLE
464287655IWMISHARES TR$3.1M0.25%12,711CommonSOLE
654106103NKENIKE INC$3.0M0.24%46,958CommonSOLE
87283Q305TGRWT ROWE PRICE ETF INC$3.0M0.24%64,418CommonSOLE
45168D104IDXXIDEXX LABS INC$3.0M0.24%4,375CommonSOLE
464287606IJKISHARES TR$3.0M0.24%30,468CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$2.9M0.23%8,964CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$2.9M0.23%70,225CommonSOLE
26875P101EOGEOG RES INC$2.8M0.22%28,834CommonSOLE
816851109SRESEMPRA$2.8M0.22%31,441CommonSOLE
78464A805SPTMSPDR SERIES TRUST$2.7M0.22%32,896CommonSOLE
861896108SNEXSTONEX GROUP INC$2.7M0.21%28,125CommonSOLE
136069101CMCANADIAN IMPERIAL BANK OF CO$2.6M0.21%28,951CommonSOLE
65339F101NEENEXTERA ENERGY INC$2.6M0.21%32,586CommonSOLE
922908363VOOVANGUARD INDEX FDS$2.4M0.19%3,859CommonSOLE
46434G103IEMGISHARES INC$2.4M0.19%35,457CommonSOLE
78464A300SLYVSPDR SERIES TRUST$2.4M0.19%25,861CommonSOLE
921932794VIOGVANGUARD ADMIRAL FDS INC$2.3M0.19%19,248CommonSOLE
464287408IVEISHARES TR$2.3M0.18%10,757CommonSOLE
464287887IJTISHARES TR$2.2M0.18%15,713CommonSOLE
929160109VMCVULCAN MATLS CO$2.2M0.17%7,633CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$2.1M0.17%14,813CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$2.1M0.17%6,431CommonSOLE
020002101ALLALLSTATE CORP$2.1M0.17%10,183CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.1M0.17%4,495CommonSOLE
03076C106AMPAMERIPRISE FINL INC$2.1M0.17%4,271CommonSOLE
742718109PGPROCTER AND GAMBLE CO$2.1M0.16%14,435CommonSOLE
88160R101TSLATESLA INC$2.0M0.16%8,224CommonSOLE
088606108BHPBHP GROUP LTD$2.0M0.16%33,096CommonSOLE
464287465EFAISHARES TR$1.9M0.15%19,933CommonNONE
866796105SLFSUN LIFE FINANCIAL INC.$1.9M0.15%30,489CommonSOLE
464287804IJRISHARES TR$1.9M0.15%15,807CommonSOLE
058498106BALLBALL CORP$1.9M0.15%35,285CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$1.8M0.15%17,445CommonSOLE
G5960L103MDTMEDTRONIC PLC$1.8M0.14%22,579CommonSOLE
78464A821MDYGSPDR SERIES TRUST$1.7M0.14%18,917CommonSOLE
H5919C104ONONON HLDG AG$1.7M0.14%37,369CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.7M0.14%2,990CommonSOLE
921932869IVOGVANGUARD ADMIRAL FDS INC$1.7M0.14%14,406CommonSOLE
46435GAA0IBDRISHARES TR$1.7M0.14%70,530CommonSOLE
78464A508SPYVSPDR SERIES TRUST$1.7M0.14%29,920CommonSOLE
464287622IWBISHARES TR$1.7M0.13%4,504CommonSOLE
369604301GEGE AEROSPACE$1.6M0.13%5,348CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$1.6M0.13%27,455CommonSOLE
86765K109SUNSUNOCO LP/SUNOCO FIN CORP$1.6M0.13%30,500CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$1.6M0.13%3,319CommonSOLE
009158106APDAIR PRODS & CHEMS INC$1.6M0.13%6,354CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$1.5M0.12%9,273CommonSOLE
701094104PHPARKER-HANNIFIN CORP$1.5M0.12%1,750CommonSOLE
09260D107BXBLACKSTONE INC$1.5M0.12%9,943CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$1.5M0.12%28,487CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$1.5M0.12%2,522CommonSOLE
01881G106ABALLIANCEBERNSTEIN HLDG L P$1.5M0.12%38,750CommonSOLE
571903202MARMARRIOTT INTL INC NEW$1.5M0.12%4,690CommonSOLE
20030N101CMCSACOMCAST CORP NEW$1.5M0.12%59,343CommonSOLE
68235P108OGSONE GAS INC$1.4M0.11%18,506CommonSOLE
713448108PEPPEPSICO INC$1.3M0.11%9,383CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$1.3M0.11%11,168CommonSOLE
46435UAA9IBDSISHARES TR$1.3M0.10%53,815CommonSOLE
78464A763SDYSPDR SERIES TRUST$1.3M0.10%9,335CommonSOLE
22052L104CTVACORTEVA INC$1.3M0.10%19,133CommonNONE
75513ECM1RTXRTX CORPORATION$1.3M0.10%6,984CommonSOLE
226552107CXDOCREXENDO INC$1.3M0.10%197,346CommonNONE
002824100ABTABBOTT LABS$1.3M0.10%11,947CommonSOLE
464287499IWRISHARES TR$1.2M0.10%12,872CommonNONE
68389X105ORCLORACLE CORP$1.2M0.10%8,763CommonSOLE
58933Y105MRKMERCK & CO INC$1.2M0.10%11,638CommonSOLE
78464A839MDYVSPDR SERIES TRUST$1.2M0.10%14,255CommonSOLE
09581B103OWLBLUE OWL CAPITAL INC$1.2M0.09%78,650CommonSOLE
244199105DEDEERE & CO$1.2M0.09%2,510CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$1.2M0.09%8,071CommonSOLE
46138E354SPLVINVESCO EXCH TRADED FD TR II$1.1M0.09%15,980CommonSOLE
375558103GILDGILEAD SCIENCES INC$1.1M0.09%8,967CommonSOLE
670837103OGEOGE ENERGY CORP$1.1M0.09%25,506CommonSOLE
231021106CMICUMMINS INC$1.1M0.09%2,119CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$1.0M0.08%4,785CommonSOLE
949746101WMT2WELLS FARGO CO NEW$993,8850.08%10,664CommonSOLE
718172109PMPHILIP MORRIS INTL INC$973,6280.08%6,070CommonSOLE
58733R102MELIMERCADOLIBRE INC$940,6600.07%602CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$927,2520.07%25,314CommonSOLE
46435U515IBDTISHARES TR$919,9180.07%36,139CommonSOLE
78463V107GLDSPDR GOLD TR$907,5500.07%2,290CommonSOLE
872590104TMUST-MOBILE US INC$879,3660.07%4,331CommonSOLE
907818108UNPUNION PAC CORP$859,5850.07%3,716CommonSOLE
922908629VOVANGUARD INDEX FDS$854,6980.07%2,945CommonSOLE
921932505VOOGVANGUARD ADMIRAL FDS INC$847,8330.07%1,907CommonSOLE
85571B105STWDSTARWOOD PPTY TR INC$828,4600.07%46,000CommonSOLE
64110L106NFLXNETFLIX INC$826,9640.07%12,152CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$812,7420.06%21,966CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$809,5720.06%2,112CommonSOLE
55354G100MSCIMSCI INC$803,2220.06%1,400CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$802,3780.06%5,035CommonSOLE
464287671IUSGISHARES TR$778,5700.06%4,636CommonSOLE
46428Q109SLVISHARES SILVER TR$773,0400.06%12,000CommonSOLE
921932703VOOVVANGUARD ADMIRAL FDS INC$763,0660.06%3,725CommonSOLE
74743L100QQNITY ELECTRONICS INC$743,5870.06%9,107CommonNONE
78464A375SPIBSPDR SERIES TRUST$742,8690.06%21,972CommonNONE
26614N102DDDUPONT DE NEMOURS INC$732,3640.06%18,218CommonNONE
457669307INSMINSMED INC$698,2480.06%4,012CommonSOLE
02209S103MOALTRIA GROUP INC$696,4750.06%12,079CommonNONE
922908769VTIVANGUARD INDEX FDS$695,3500.06%2,074CommonSOLE
548661107LOWLOWES COS INC$688,7530.05%2,856CommonSOLE
092528603BINCBLACKROCK ETF TRUST II$659,6250.05%12,500CommonSOLE
98978V103ZTSZOETIS INC$633,1260.05%5,032CommonSOLE
78464A888XHBSPDR SERIES TRUST$622,0840.05%6,042CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$612,1870.05%2,225CommonSOLE
78468R788SPYDSPDR SERIES TRUST$605,5000.05%14,000CommonSOLE
743312100PRGSPROGRESS SOFTWARE CORP$601,4400.05%14,000CommonSOLE
36828A101GEVGE VERNOVA INC$582,9840.05%1,807CommonSOLE
368736104GNRCGENERAC HLDGS INC$579,5730.05%4,250CommonSOLE
H1467J104CBCHUBB LIMITED$563,0650.04%2,341CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$555,9550.04%975CommonSOLE
147528103CASYCASEYS GEN STORES INC$548,8690.04%993CommonSOLE
922908744VTVVANGUARD INDEX FDS$542,0300.04%2,838CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$540,8330.04%1,215CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$536,3900.04%1,109CommonSOLE
097023105BABOEING CO$530,6410.04%2,444CommonSOLE
37959E102GLGLOBE LIFE INC$528,5310.04%3,779CommonSOLE
632307104NTRANATERA INC$523,2420.04%2,284CommonSOLE
89417EAT6TRVTRAVELERS COMPANIES INC$516,8870.04%1,782CommonSOLE
055622104BPBP PLC$494,8330.04%14,248CommonNONE
03945R102ACHRARCHER AVIATION INC$488,8000.04%65,000CommonSOLE
N07059210ASMLASML HOLDING N V$486,7860.04%630CommonSOLE
553498106MSAMSA SAFETY INC$481,3810.04%3,006CommonSOLE
920253101VMIVALMONT INDS INC$463,8750.04%1,153CommonSOLE
038222105AMATAPPLIED MATLS INC$457,4420.04%3,264CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$448,8400.04%14,000CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$440,5740.04%1,436CommonSOLE
921909768VXUSVANGUARD STAR FDS$434,6100.03%5,761CommonSOLE
278865100ECLECOLAB INC$431,3200.03%1,643CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$429,0560.03%5,287CommonSOLE
000360206AAONAAON INC$426,6950.03%5,596CommonSOLE
260557103DOWDOW INC$425,9370.03%18,218CommonNONE
770700102HOODROBINHOOD MKTS INC$425,8220.03%3,765CommonSOLE
18915M107NETCLOUDFLARE INC$424,2660.03%4,062CommonSOLE
896239100TRMBTRIMBLE INC$418,5460.03%5,342CommonSOLE
595112103MUMICRON TECHNOLOGY INC$414,4150.03%1,452CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$413,3840.03%1,593CommonSOLE
032095101APHAMPHENOL CORP NEW$411,5010.03%5,570CommonSOLE
778296103ROSTROSS STORES INC$405,8550.03%2,253CommonSOLE
550021109LULULULULEMON ATHLETICA INC$401,6970.03%1,933CommonSOLE
172967424CCITIGROUP INC$399,6630.03%3,425CommonSOLE
84472E102SSBSOUTHSTATE BK CORP$397,7360.03%4,226CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$395,3090.03%1,119CommonSOLE
857477103STTSTATE STR CORP$393,8680.03%3,053CommonSOLE
461202103INTUINTUIT$393,4770.03%594CommonSOLE
20825C104COPCONOCOPHILLIPS$386,7030.03%6,528CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$385,5210.03%16,050CommonSOLE
780259305SHELSHELL PLC$383,6390.03%5,221CommonSOLE
146869102CVNACARVANA CO$381,5060.03%904CommonSOLE
670100205NVONOVO-NORDISK A S$381,1930.03%7,492CommonSOLE
375916103GILGILDAN ACTIVEWEAR INC$379,0790.03%6,069CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$378,9630.03%1,950CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$377,6400.03%3,000CommonSOLE
922908736VUGVANGUARD INDEX FDS$372,2370.03%763CommonSOLE
46436E205IBDUISHARES TR$371,3910.03%15,868CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$366,6900.03%2,459CommonSOLE
58155Q103MCKMCKESSON CORP$357,6470.03%726CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$356,7980.03%2,396CommonSOLE
40434L105HPQHP INC$355,7000.03%15,965CommonSOLE
379577208GMEDGLOBUS MED INC$354,0420.03%4,055CommonSOLE
224408104CRCRANE COMPANY$351,6030.03%1,906CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$349,4170.03%1,765CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$345,1050.03%1,913CommonSOLE
615394202MOG/AMOOG INC$344,9360.03%1,416CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$343,1830.03%1,169CommonSOLE
448579102HHYATT HOTELS CORP$340,0980.03%2,121CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC D$339,0960.03%158CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$339,0600.03%2,000CommonNONE
G16252101BIPBROOKFIELD INFRAST PARTNERS$338,7150.03%9,750CommonSOLE
12572Q105CMECME GROUP INC$338,0730.03%1,883CommonSOLE
29364G103ETRENTERGY CORP NEW$336,9070.03%3,645CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$333,3030.03%11,565CommonSOLE
646025106NJRNEW JERSEY RES CORP$332,8940.03%7,218CommonSOLE
247361702DALDELTA AIR LINES INC DEL$329,5110.03%4,748CommonSOLE
655663102NDSNNORDSON CORP$327,4660.03%1,362CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$325,2330.03%9,438CommonSOLE
806857108SLBSLB LIMITED$321,8930.03%8,387CommonSOLE
921910816MGKVANGUARD WORLD FD$320,3100.03%776CommonSOLE
863667101SYKSTRYKER CORPORATION$319,4860.03%909CommonSOLE
040413205ANETARISTA NETWORKS INC$318,5340.03%2,767CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$312,8770.02%1,209CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$311,5870.02%4,064CommonSOLE
410120109HWCHANCOCK WHITNEY CORPORATION$311,3390.02%4,889CommonSOLE
249906108DSGXDESCARTES SYS GROUP INC$308,9140.02%3,524CommonSOLE
670346105NUENUCOR CORP$303,5480.02%1,861CommonSOLE
345370860FFORD MTR CO$303,0720.02%23,100CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$299,3060.02%1,727CommonSOLE
759916109RGENREPLIGEN CORP$298,7170.02%1,823CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$297,6930.02%3,492CommonSOLE
518415104LSCCLATTICE SEMICONDUCTOR CORP$296,9690.02%4,036CommonSOLE
832696405SJMSMUCKER J M CO$296,5600.02%3,032CommonSOLE
921937827BSVVANGUARD BD INDEX FDS$295,5380.02%3,750CommonSOLE
337738108FISVFISERV INC$294,4060.02%4,383CommonSOLE
576690101MTRNMATERION CORP$288,4840.02%2,320CommonSOLE
537008104LFUSLITTELFUSE INC$288,0110.02%1,139CommonSOLE
811707801SBCFSEACOAST BKG CORP FLA$287,4620.02%9,149CommonSOLE
127190304CACICACI INTL INC$285,0530.02%535CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$283,4450.02%3,587CommonSOLE
126650100CVSCVS HEALTH CORP$277,9980.02%3,503CommonSOLE
453204109PIIMPINJ INC$272,3260.02%1,565CommonSOLE
56501R106MFCMANULIFE FINL CORP$269,8140.02%10,611CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$266,4970.02%1,082CommonSOLE
98149E303GLDMWORLD GOLD TR$265,0740.02%3,105CommonSOLE
260003108DOVDOVER CORP$263,5740.02%1,350CommonSOLE
74762E102QUREQUANTA SVCS INC$254,9240.02%604CommonSOLE
27828S101ETGEATON VANCE TX ADV GLBL DIV$254,1000.02%11,000CommonSOLE
833034101SNASNAP ON INC$253,9700.02%737CommonSOLE
443510607HUBBHUBBELL INC$253,1430.02%570CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$250,6830.02%9,139CommonSOLE
92206C664VTWOVANGUARD SCOTTSDALE FDS$250,2930.02%2,515CommonSOLE
92206C714VONVVANGUARD SCOTTSDALE FDS$250,1330.02%2,710CommonSOLE
771049103RBLXROBLOX CORP$249,5720.02%3,080CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$247,9900.02%6,425CommonSOLE
46138G649QQQMINVESCO EXCH TRADED FD TR II$247,8620.02%980CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$247,3400.02%2,980CommonSOLE
958102105WDCWESTERN DIGITAL CORP$243,9340.02%1,416CommonSOLE
81762P102NOWSERVICENOW INC$241,2750.02%2,845CommonSOLE
48282T104KAIKADANT INC$238,8470.02%844CommonSOLE
902653104UDRUDR INC$236,2560.02%6,441CommonSOLE
23703Q203DQDAQO NEW ENERGY CORP$236,0000.02%8,000CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$235,8560.02%13,594CommonSOLE
450056106IRTCIRHYTHM TECHNOLOGIES INC$235,2850.02%1,326CommonSOLE
810186106SMGSCOTTS MIRACLE-GRO CO$233,4000.02%4,000CommonSOLE
44952J104CRGYCRESCENT ENERGY COMPANY$231,8910.02%27,639CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$228,0780.02%3,651CommonSOLE
384802104GWWWW GRAINGER INC$228,0450.02%226CommonSOLE
902973304USBUS BANCORP DEL$227,5270.02%4,264CommonSOLE
171779309CIENCIENA CORP$227,3220.02%972CommonSOLE
256677105DGDOLLAR GEN CORP NEW$225,5760.02%1,699CommonSOLE
97717W208DHSWISDOMTREE TR$225,2260.02%2,212CommonSOLE
693718108PCARPACCAR INC$222,1960.02%2,029CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$222,0200.02%796CommonSOLE
171484108CHDNCHURCHILL DOWNS INC$218,9130.02%1,924CommonSOLE
912008109USFDUS FOODS HLDG CORP$218,1270.02%2,896CommonSOLE
556269108SHOOMADDEN STEVEN LTD$217,0140.02%5,212CommonSOLE
681919106OMCOMNICOM GROUP INC$215,7640.02%2,672CommonSOLE
147448104CWSTCASELLA WASTE SYS INC$214,4890.02%2,190CommonSOLE
576485205MTDRMATADOR RES CO$214,0290.02%5,043CommonSOLE
911363109URIUNITED RENTALS INC$212,0420.02%262CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$210,9920.02%675CommonSOLE
921078101OUNZVANECK MERK GOLD ETF$207,4000.02%5,000CommonSOLE
808524847SCHHSCHWAB STRATEGIC TR$206,3310.02%9,877CommonSOLE
372460105GPCGENUINE PARTS CO$205,0970.02%1,668CommonSOLE
03073E105CORCENCORA INC$205,0150.02%1,254CommonSOLE
46266C105IQVIQVIA HLDGS INC$201,0660.02%892CommonSOLE
717081103PFEPFIZER INC$199,4740.02%8,011CommonSOLE
854231107SXISTANDEX INTL CORP$198,8760.02%915CommonSOLE
574599106MASMASCO CORP$198,8200.02%3,133CommonSOLE
92189F643MOATVANECK ETF TRUST$192,8290.02%1,862CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$189,7470.02%1,990CommonSOLE
18539C105NY4BCLEARWAY ENERGY INC$188,5200.02%6,000CommonNONE
59156R108METMETLIFE INC$188,4300.02%5,381CommonSOLE
46432F834IXUSISHARES TR$188,3240.02%2,225CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$188,0660.01%901CommonSOLE
369550108GDGENERAL DYNAMICS CORP$187,5200.01%557CommonSOLE
114340102AZTAAZENTA INC$186,7880.01%5,616CommonSOLE
829073105SSDSIMPSON MFG INC$186,6890.01%1,156CommonSOLE
500754106KHCKRAFT HEINZ CO$184,5180.01%7,609CommonSOLE
781846209RUSHARUSH ENTERPRISES INC$181,9850.01%3,374CommonSOLE
68571X301ORCORCHID IS CAP INC$180,0000.01%25,000CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$179,4660.01%4,014CommonSOLE
46432F339QUALISHARES TR$178,9570.01%901CommonSOLE
607828100MODMODINE MFG CO$177,4350.01%1,329CommonSOLE
427866108HSYHERSHEY CO$177,2490.01%974CommonSOLE
257651109DCIDONALDSON INC$175,5470.01%1,980CommonSOLE
049560105ATOATMOS ENERGY CORP$173,8320.01%1,037CommonSOLE
G54950103LINLINDE PLC$173,5410.01%430CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$169,2070.01%2,546CommonSOLE
224441105CXTCRANE NXT CO$168,9860.01%3,590CommonSOLE
97717Y543WTAIWISDOMTREE TR$167,9630.01%5,764CommonSOLE
827048109SLGNSILGAN HLDGS INC$167,9190.01%4,159CommonSOLE
756109104OREALTY INCOME CORP$161,1620.01%2,859CommonSOLE
92206C680VONGVANGUARD SCOTTSDALE FDS$159,9800.01%1,314CommonSOLE
398433102GFFGRIFFON CORP$157,6210.01%2,140CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$155,7270.01%3,182CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$154,4280.01%1,847CommonNONE
443320106HUBGHUB GROUP INC$152,5230.01%3,580CommonSOLE
88579Y101MMM3M CO$151,2950.01%4,019CommonSOLE
922908553VNQVANGUARD INDEX FDS$150,4330.01%1,700CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS$150,1730.01%2,557CommonSOLE
504922105LHLABCORP HOLDINGS INC$149,7750.01%597CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$149,0100.01%1,000CommonSOLE
142339100CSLCARLISLE COS INC$148,5000.01%464CommonSOLE
46436E726IBDVISHARES TR$146,6110.01%6,643CommonSOLE
433000106HIMSHIMS & HERS HEALTH INC$146,4400.01%4,510CommonSOLE
78409V104SPGIS&P GLOBAL INC$145,8030.01%279CommonSOLE
871829107SYYSYSCO CORP$144,3590.01%1,959CommonSOLE
92189F676SMHVANECK ETF TRUST$144,0520.01%400CommonSOLE
518439104ELLAUDER ESTEE COS INC$142,8380.01%1,364CommonSOLE
988498101YUMYUM BRANDS INC$142,5060.01%942CommonSOLE
00206R102TAT&T INC$139,6500.01%5,622CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$135,6870.01%608CommonSOLE
780287108RGLDROYAL GOLD INC$135,1520.01%608CommonSOLE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$134,5900.01%500CommonSOLE
683344105ONTOONTO INNOVATION INC$133,2340.01%844CommonSOLE
032654105ADIANALOG DEVICES INC$132,6170.01%489CommonSOLE
833445109SNOWSNOWFLAKE INC$131,8350.01%601CommonSOLE
16411R208LNGCHENIERE ENERGY INC$131,2130.01%900CommonSOLE
344419106FMXFOMENTO ECONOMICO MEXICANO S$122,3960.01%1,211CommonSOLE
78464A201SLYGSPDR SERIES TRUST$121,5990.01%1,291CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$120,8820.01%1,413CommonSOLE
922908751VBVANGUARD INDEX FDS$120,7210.01%468CommonSOLE
21873S108CRWVCOREWEAVE INC$116,5090.01%1,627CommonSOLE
H01301128ALCALCON AG$115,1420.01%2,197CommonSOLE
835699307SONYSONY GROUP CORP$115,0460.01%4,494CommonSOLE
674215207CHRDCHORD ENERGY CORPORATION$114,8070.01%1,238CommonSOLE
698884103PARPAR TECHNOLOGY CORP$113,4480.01%3,127CommonSOLE
46436E338TLTWISHARES TR$113,3500.01%5,000CommonSOLE
126408103CSXCSX CORP$112,3390.01%3,099CommonSOLE
G0403H108AONAON PLC$111,8630.01%317CommonSOLE
405552100HLNHALEON PLC$111,8060.01%11,059CommonSOLE
501044101KRKROGER CO$109,9020.01%1,759CommonNONE
464287150ITOTISHARES TR$107,5030.01%723CommonSOLE
767204100RIORIO TINTO PLC$106,7600.01%1,334CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$105,1660.01%549CommonNONE
704326107PAYXPAYCHEX INC$103,2060.01%920CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$102,3800.01%1,000CommonSOLE
125269100CFCF INDS HLDGS INC$100,5420.01%1,300CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$99,1840.01%4,275CommonSOLE
97717W315DEMWISDOMTREE TR$98,1380.01%2,101CommonSOLE
33740U729BUFZFIRST TR EXCHNG TRADED FD VI$98,1080.01%3,698CommonNONE
98419M100XYLXYLEM INC$96,5520.01%709CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$93,8840.01%784CommonSOLE
33735B108FNXFIRST TR EXCHANGE-TRADED ALP$92,2140.01%732CommonSOLE
46436E486IBDWISHARES TR$92,0660.01%4,353CommonSOLE
78468R853SPSMSPDR SERIES TRUST$91,8460.01%1,960CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$90,9930.01%3,841CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$90,9570.01%2,212CommonNONE
773121108RKLBROCKET LAB CORP$88,8740.01%1,274CommonSOLE
922908611VBRVANGUARD INDEX FDS$82,8100.01%391CommonSOLE
37045V100GMGENERAL MTRS CO$82,2960.01%1,012CommonSOLE
464287754IYJISHARES TR$77,7890.01%525CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$77,3680.01%780CommonSOLE
46435U259IBMOISHARES TR$76,6550.01%2,990CommonSOLE
893641100TDGTRANSDIGM GROUP INC$74,4720.01%56CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$74,0990.01%298CommonSOLE
316092808FTECFIDELITY COVINGTON TRUST$73,0180.01%325CommonSOLE
62944T105NVRNVR INC$72,9280.01%10CommonSOLE
47804J206JHMMJOHN HANCOCK EXCHANGE TRADED$72,7480.01%1,111CommonNONE
808524771FNDXSCHWAB STRATEGIC TR$72,4060.01%2,661CommonSOLE
922908652VXFVANGUARD INDEX FDS$72,1460.01%345CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$70,7530.01%1,339CommonSOLE
47103U845JAAAJANUS DETROIT STR TR$70,6310.01%1,396CommonSOLE
653656108NICENICE LTD$69,1800.01%612CommonSOLE
127097103CTRACOTERRA ENERGY INC$68,6950.01%2,610CommonSOLE
001055102AFLAFLAC INC$67,4860.01%2,539CommonSOLE
29273V100ETENERGY TRANSFER L P$65,9600.01%4,000CommonNONE
97717W307DLNWISDOMTREE TR$65,1790.01%740CommonSOLE
464287689IWVISHARES TR$64,2170.01%166CommonSOLE
172908105CTASCINTAS CORP$63,9440.01%340CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$63,7200.01%1,000CommonSOLE
33737J182FEMFIRST TR EXCH TRD ALPHDX FD$63,1790.01%2,310CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$59,3900.00%131CommonSOLE
88636X732MSTYTIDAL TRUST II$59,2000.00%2,000CommonSOLE
233051200DBEFDBX ETF TR$58,1650.00%1,209CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$57,2560.00%773CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$56,8480.00%2,344CommonSOLE
69374H881COWZPACER FDS TR$56,5000.00%939CommonNONE
372303206GMABGENMAB A/S$56,3640.00%1,830CommonSOLE
46436E312IBDXISHARES TR$56,2680.00%2,204CommonSOLE
46436E130IBDYISHARES TR$56,2270.00%2,151CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$56,0290.00%669CommonNONE
92189F106GDXVANECK ETF TRUST$55,4070.00%646CommonSOLE
G02602103DOXAMDOCS LTD$54,1830.00%673CommonSOLE
922908637VVVANGUARD INDEX FDS$54,1460.00%172CommonSOLE
75134P600METCRAMACO RES INC$54,0000.00%3,000CommonSOLE
715684106TLKP T TELEKOMUNIKASI INDONESIA$53,8460.00%2,558CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$53,5530.00%83CommonSOLE
33737M102FNYFIRST TR EXCHANGE-TRADED ALP$52,2540.00%573CommonNONE
82509L107SHOPSHOPIFY INC$51,1880.00%3,658CommonSOLE
92939U106WECWEC ENERGY GROUP INC$50,8320.00%482CommonSOLE
74347G242ISPYPROSHARES TR$50,5580.00%1,108CommonNONE
291011104EMREMERSON ELEC CO$50,4340.00%380CommonSOLE
808524870SCHPSCHWAB STRATEGIC TR$50,3310.00%1,900CommonSOLE
783513203RYAAYRYANAIR HOLDINGS PLC$49,8110.00%690CommonSOLE
34959E109FTNTFORTINET INC$48,0430.00%605CommonSOLE
464287663IUSVISHARES TR$46,8610.00%457CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$46,2330.00%482CommonSOLE
83443Q103SOLSSOLSTICE ADVANCED MATLS INC$46,1510.00%950CommonSOLE
803054204SAPSAP SE$45,6670.00%188CommonSOLE
25809K105DASHDOORDASH INC$44,3900.00%1,012CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$44,3760.00%557CommonSOLE
72352L106PINSPINTEREST INC$44,0130.00%1,700CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$43,0650.00%330CommonSOLE
464285204IAUISHARES GOLD TR$41,8030.00%515CommonSOLE
053332102AZOAUTOZONE INC$40,6980.00%41CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$40,6590.00%185CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$40,6290.00%219CommonNONE
008073108AVAVAEROVIRONMENT INC$39,9120.00%165CommonNONE
45687V106IRINGERSOLL RAND INC$39,6890.00%501CommonSOLE
40412C101HCAHCA HEALTHCARE INC$38,7500.00%560CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$38,5200.00%932CommonSOLE
03831W108APPAPPLOVIN CORP$36,3860.00%676CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$35,9880.00%232CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$35,1870.00%429CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$34,5030.00%395CommonSOLE
842587107SOSOUTHERN CO$34,1820.00%392CommonSOLE
29084Q100EMEEMCOR GROUP INC$33,6480.00%341CommonSOLE
46435G326IDEVISHARES TR$32,7450.00%397CommonNONE
00846U101AAGILENT TECHNOLOGIES INC$32,6570.00%240CommonSOLE
46434G822EWJISHARES INC$32,4570.00%402CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$32,2470.00%2,849CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$31,4670.00%345CommonSOLE
87612E106TGTTARGET CORP$31,2800.00%320CommonNONE
46137V746PWBINVESCO EXCHANGE TRADED FD T$31,2690.00%246CommonNONE
92537N108VRTVERTIV HOLDINGS CO$31,1150.00%192CommonSOLE
464287234EEMISHARES TR$31,0210.00%567CommonNONE
23331A109DHID R HORTON INC$30,6780.00%1,398CommonSOLE
136375102CNICANADIAN NATL RY CO$30,6440.00%310CommonSOLE
125896100CMSCMS ENERGY CORP$30,6290.00%438CommonSOLE
H42097107UBSUBS GROUP AG$30,4720.00%658CommonNONE

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.