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Boreal Capital Management LLC

Q3 2025 · 13F-HR

Boreal Capital Management LLCholdings as filed

Filed 2026-02-13 · accession 0002080094-26-000003

$124.2M
Reported value
525
Positions
2025-09-30
Period end
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The Brief · Boreal Capital Management LLC · Q3 2025

AI · grounded in 13F

Boreal Capital Management LLC established a new position in NVDA valued at $5.7M. The fund also initiated new stakes in AAPL for $4.5M and QUAL for $4.3M. Additional new positions include QQQ at $4.1M and SPY at $3.9M.

Holdings as filed

First 500 of 525

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$5.7M4.59%30,574CommonNONE
037833100AAPLAPPLE INC$4.5M3.63%17,716CommonNONE
46432F339QUALISHARES TR$4.3M3.43%21,874CommonNONE
46090E103QQQINVESCO QQQ TR$4.1M3.29%6,793CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$3.9M3.16%0CommonSOLE
023135106AMZNAMAZON COM INC$3.7M2.96%16,748CommonNONE
594918104MSFTMICROSOFT CORP$3.5M2.85%6,828CommonNONE
02079K305GOOGLALPHABET INC$3.2M2.61%13,320CommonNONE
922908363VOOVANGUARD INDEX FDS$3.1M2.50%5,047CommonNONE
464287440IEFISHARES TR$2.7M2.17%27,985CommonNONE
11135F101AVGOBROADCOM INC$2.0M1.65%6,191CommonNONE
N07059210ASMLASML HOLDING N V$2.0M1.57%0CommonSOLE
92826C839VVISA INC$1.8M1.49%5,406CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$1.8M1.47%28,134CommonNONE
30303M102METAMETA PLATFORMS INC$1.7M1.33%2,254CommonNONE
464288687PFFISHARES TR$1.6M1.30%51,108CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$1.6M1.29%5,693CommonNONE
78463V107GLDSPDR GOLD TR$1.6M1.28%4,455CommonNONE
57636Q104MAMASTERCARD INCORPORATED$1.6M1.26%2,741CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.4M1.09%4,826CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$1.2M0.98%21,375CommonNONE
46435U853USHYISHARES TR$1.2M0.97%0CommonSOLE
464287242LQDISHARES TR$1.2M0.93%10,340CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.1M0.92%2,277CommonNONE
46138E511PGXINVESCO EXCH TRADED FD TR II$1.1M0.91%0CommonSOLE
743315103PGRPROGRESSIVE CORP$1.1M0.89%4,474CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$1.1M0.88%13,642CommonNONE
49714P108KNSLKINSALE CAP GROUP INC$953,8580.77%0CommonSOLE
464287200IVVISHARES TR$893,5160.72%1,335CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$877,4400.71%4,810CommonNONE
94106B101WCNWASTE CONNECTIONS INC$871,3870.70%4,956CommonNONE
303250104FICOFAIR ISAAC CORP$869,4840.70%581CommonNONE
235851102DHRDANAHER CORPORATION$859,2560.69%4,327CommonNONE
74348A467NOBLPROSHARES TR$849,8660.68%8,246CommonNONE
55354G100MSCIMSCI INC$835,7950.67%1,473CommonNONE
72201B101PTYPIMCO CORPORATE & INCOME OPP$832,9090.67%0CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$814,5630.66%2,359CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$814,3970.66%7,554CommonNONE
25754A201DPZDOMINOS PIZZA INC$804,7070.65%1,864CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$802,3730.65%2,544CommonNONE
626755102MUSAMURPHY USA INC$800,2040.64%0CommonSOLE
060505104BACBANK AMERICA CORP$794,1250.64%15,393CommonNONE
64110L106NFLXNETFLIX INC$763,7120.62%637CommonNONE
78409V104SPGIS&P GLOBAL INC$760,7280.61%1,563CommonNONE
464286749EWLISHARES INC$751,0430.60%13,596CommonNONE
01879R106XAWFXALLIANCEBERNSTEIN GLOBAL HIG$739,9160.60%0CommonSOLE
053332102AZOAUTOZONE INC$716,4700.58%167CommonNONE
464287762IYHISHARES TR$714,4460.58%12,167CommonNONE
697435105PANWPALO ALTO NETWORKS INC$682,1270.55%3,350CommonNONE
73278L105POOLPOOL CORP$648,6660.52%2,092CommonNONE
679580100ODFLOLD DOMINION FREIGHT LINE IN$642,3790.52%0CommonSOLE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$628,5790.51%10,928CommonNONE
803054204SAPSAP SE$626,0730.50%2,343CommonNONE
893641100TDGTRANSDIGM GROUP INC$612,8790.49%0CommonSOLE
217204106CPRTCOPART INC$611,9970.49%13,609CommonNONE
000360206AAONAAON INC$607,2670.49%0CommonSOLE
46138G649QQQMINVESCO EXCH TRADED FD TR II$596,7950.48%2,415CommonNONE
45168D104IDXXIDEXX LABS INC$578,1950.47%905CommonNONE
942622200WSOWATSCO INC$535,2930.43%1,324CommonNONE
92204A702VGTVANGUARD WORLD FD$531,9490.43%712CommonNONE
922908736VUGVANGUARD INDEX FDS$531,0090.43%1,106CommonNONE
115236101BROBROWN & BROWN INC$530,4760.43%5,656CommonNONE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$522,5690.42%6,875CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$521,1500.42%1,847CommonNONE
631103108NDAQNASDAQ INC$516,9900.42%5,845CommonNONE
464287663IUSVISHARES TR$514,0410.41%5,143CommonNONE
464287226AGGISHARES TR$503,2550.41%5,020CommonNONE
46429B697USMVISHARES TR$492,5380.40%5,177CommonNONE
892356106TSCOTRACTOR SUPPLY CO$485,0440.39%0CommonSOLE
46434V456IQLTISHARES TR$481,4060.39%10,894CommonNONE
478160104JNJJOHNSON & JOHNSON$479,6820.39%2,587CommonNONE
58733R102MELIMERCADOLIBRE INC$479,0730.39%205CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$477,9690.38%5,350CommonNONE
872540109TJXTJX COS INC NEW$474,5250.38%3,283CommonNONE
78351F107RYANRYAN SPECIALTY HOLDINGS INC$470,6060.38%8,350CommonNONE
824348106SHWSHERWIN WILLIAMS CO$462,6030.37%1,336CommonNONE
00287Y109ABBVABBVIE INC$455,8230.37%1,969CommonNONE
747525103QCOMQUALCOMM INC$449,8370.36%2,704CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$420,7400.34%7,810CommonNONE
09258A107BITBLACKROCK MULTI SECTOR INC T$417,5840.34%0CommonSOLE
46436E841IBTHISHARES TR$405,3600.33%0CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$390,1820.31%0CommonSOLE
30231G102XOMEXXON MOBIL CORP$370,1580.30%0CommonSOLE
46434V407SHYGISHARES TR$369,4360.30%8,532CommonNONE
46436E478IBHGISHARES TR$368,8360.30%0CommonSOLE
922908744VTVVANGUARD INDEX FDS$357,9980.29%1,910CommonNONE
69355M107PDOPIMCO DYNAMIC INCOME OPRNTS$354,6730.29%0CommonSOLE
670100205NVONOVO-NORDISK A S$346,0360.28%6,236CommonNONE
530158104USALIBERTY ALL STAR EQUITY FD$333,8520.27%0CommonSOLE
02079K107GOOGALPHABET INC$331,9590.27%1,363CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$330,1910.27%710CommonNONE
464288588MBBISHARES TR$329,2490.27%3,461CommonNONE
00724F101ADBEADOBE INC$325,2360.26%922CommonNONE
74255Y888PREFPRINCIPAL EXCHANGE TRADED FD$321,8920.26%16,818CommonNONE
464287846IYYISHARES TR$320,2440.26%1,971CommonNONE
464287598IWDISHARES TR$305,3850.25%1,500CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$303,8880.24%3,614CommonNONE
464287465EFAISHARES TR$296,5410.24%3,176CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$292,3420.24%2,984CommonNONE
166764100CVXCHEVRON CORP NEW$291,3240.23%1,876CommonNONE
46436E387IBHHISHARES TR$288,7060.23%0CommonSOLE
58933Y105MRKMERCK & CO INC$284,0630.23%3,352CommonNONE
00206R102TAT&T INC$283,9000.23%10,053CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$282,3170.23%305CommonNONE
931142103WMTWALMART INC$280,5660.23%2,722CommonNONE
97717X701HEDJWISDOMTREE TR$274,1760.22%0CommonSOLE
46435U168IBHEISHARES TR$273,9960.22%0CommonSOLE
59124U605MTAMETALLA RTY & STREAMING LTD$264,3460.21%41,630CommonNONE
718172109PMPHILIP MORRIS INTL INC$261,1420.21%1,610CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$257,5900.21%3,064CommonNONE
46434V100SLQDISHARES TR$257,2000.21%5,060CommonNONE
46090A887GSYINVESCO ACTIVELY MANAGED EXC$251,1710.20%0CommonSOLE
46138E354SPLVINVESCO EXCH TRADED FD TR II$250,3610.20%3,407CommonNONE
464286608EZUISHARES INC$247,7600.20%4,000CommonNONE
78468R622JNKSPDR SERIES TRUST$245,6780.20%0CommonSOLE
464287457SHYISHARES TR$243,3220.20%2,933CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$240,5440.19%2,745CommonNONE
09262F100ECATBLACKROCK ESG CAP ALLC TERM$240,3750.19%14,657CommonNONE
09260U109BCATBLACKROCK CAP ALLOCATION TER$232,1290.19%15,695CommonNONE
46436E528IBHFISHARES TR$229,2220.18%0CommonSOLE
46435G474FALNISHARES TR$227,9040.18%0CommonSOLE
68389X105ORCLORACLE CORP$226,1170.18%804CommonNONE
464285204IAUISHARES GOLD TR$225,9510.18%3,105CommonNONE
464287655IWMISHARES TR$223,8130.18%925CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$219,8890.18%1,580CommonNONE
46428Q109SLVISHARES SILVER TR$217,7820.18%5,140CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$213,3290.17%477CommonNONE
437076102HDHOME DEPOT INC$213,1300.17%526CommonNONE
20825C104COPCONOCOPHILLIPS$209,5170.17%2,215CommonNONE
580135101MCDMCDONALDS CORP$202,9990.16%668CommonNONE
032108664HACKAMPLIFY ETF TR$197,4700.16%2,275CommonNONE
37954Y673PAVEGLOBAL X FDS$190,5200.15%4,000CommonNONE
46429B689EFAVISHARES TR$188,3610.15%2,220CommonNONE
191216100KOCOCA COLA CO$184,6510.15%2,763CommonNONE
775711104ROLROLLINS INC$183,1510.15%0CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$171,8210.14%2,057CommonNONE
88160R101TSLATESLA INC$171,2170.14%0CommonSOLE
78468R788SPYDSPDR SERIES TRUST$167,2000.13%3,800CommonNONE
85571B105STWDSTARWOOD PPTY TR INC$158,8000.13%8,000CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$157,5290.13%935CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$152,8900.12%315CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$152,6640.12%3,385CommonNONE
464288513HYGISHARES TR$149,7140.12%0CommonSOLE
78464A763SDYSPDR SERIES TRUST$149,6600.12%1,069CommonNONE
G0403H108AONAON PLC$139,7790.11%392CommonNONE
90384S303ULTAULTA BEAUTY INC$138,8750.11%254CommonNONE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$134,0270.11%1,493CommonNONE
82509L107SHOPSHOPIFY INC$132,8570.11%894CommonNONE
48251W104KKRKKR & CO INC$131,1200.11%1,009CommonNONE
464288257ACWIISHARES TR$130,9660.11%947CommonNONE
46434G103IEMGISHARES INC$129,8610.10%1,970CommonNONE
75513E101RTXRTX CORPORATION$126,1670.10%754CommonNONE
464288372IGFISHARES TR$123,7070.10%2,024CommonNONE
532457108LLYELI LILLY & CO$121,3170.10%159CommonNONE
172967424CCITIGROUP INC$121,2930.10%1,195CommonNONE
72201Y101PDIPIMCO DYNAMIC INCOME FD$117,8010.09%0CommonSOLE
37954Y715BOTZGLOBAL X FDS$117,2020.09%3,308CommonNONE
79466L302CRMSALESFORCE INC$116,9550.09%492CommonNONE
46436E866ISHARES TR$116,8250.09%0CommonSOLE
92189F106GDXVANECK ETF TRUST$114,6000.09%1,500CommonNONE
12572Q105CMECME GROUP INC$113,4800.09%420CommonNONE
81762P102NOWSERVICENOW INC$112,2740.09%122CommonNONE
464287788IYFISHARES TR$108,7820.09%859CommonNONE
904767704UNILEVER PLC$107,7120.09%1,817CommonNONE
025816109AXPAMERICAN EXPRESS CO$104,9630.08%316CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$100,5280.08%205CommonNONE
539830109LMTLOCKHEED MARTIN CORP$99,8420.08%200CommonNONE
339750101FNDFLOOR & DECOR HLDGS INC$97,1370.08%1,318CommonNONE
464286525ACWVISHARES INC$95,9360.08%800CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$95,9270.08%389CommonNONE
003264108SIVRABRDN SILVER ETF TRUST$93,5410.08%2,103CommonNONE
84858T772EUADSPINNAKER ETF SERIES$91,5920.07%1,950CommonNONE
369604301GEGE AEROSPACE$91,2580.07%303CommonNONE
13646K108CPCANADIAN PACIFIC KANSAS CITY$90,0370.07%1,206CommonNONE
464288661IEIISHARES TR$88,9150.07%744CommonNONE
02209S103MOALTRIA GROUP INC$87,2560.07%1,300CommonNONE
46137V621PGFINVESCO EXCHANGE TRADED FD T$85,4760.07%5,847CommonNONE
46436E486IBDWISHARES TR$84,8800.07%0CommonSOLE
654106103NKENIKE INC$84,7450.07%1,200CommonNONE
592688105MTDMETTLER TOLEDO INTERNATIONAL$84,7050.07%69CommonNONE
137404109CADLCANDEL THERAPEUTICS INC$81,6000.07%16,000CommonNONE
G54950103LINLINDE PLC$79,8000.06%0CommonSOLE
02376R102AALAMERICAN AIRLS GROUP INC$79,6350.06%7,085CommonNONE
74347Y888UCOPROSHARES TR II$78,6800.06%3,500CommonNONE
G5960L103MDTMEDTRONIC PLC$75,8960.06%0CommonSOLE
464286764EWPISHARES INC$72,9140.06%1,473CommonNONE
713448108PEPPEPSICO INC$72,3270.06%515CommonNONE
30151E806CEFSEXCHANGE LISTED FDS TR$70,0180.06%3,075CommonNONE
17275R102CSCOCISCO SYS INC$67,5310.05%987CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$67,4850.05%1,722CommonNONE
742718109PGPROCTER AND GAMBLE CO$67,1450.05%0CommonSOLE
482480100KLACKLA CORP$66,8730.05%62CommonNONE
722014107PHKPIMCO HIGH INCOME FD$66,2390.05%13,148CommonNONE
46435UAA9IBDSISHARES TR$65,7180.05%0CommonSOLE
617446448MSMORGAN STANLEY$64,2200.05%404CommonNONE
H5919C104ONONON HLDG AG$63,5250.05%0CommonSOLE
46435GAA0IBDRISHARES TR$63,1800.05%0CommonSOLE
46434VBD1IBDQISHARES TR$62,9750.05%0CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$62,2710.05%159CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$54,9480.04%69CommonNONE
11271J107BNBROOKFIELD CORP$54,7980.04%800CommonNONE
244199105DEDEERE & CO$52,7710.04%115CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$52,6560.04%170CommonNONE
254687106DISDISNEY WALT CO$52,5560.04%459CommonNONE
464287234EEMISHARES TR$52,3320.04%980CommonNONE
88579Y101MMM3M CO$51,0540.04%329CommonNONE
46435G102ICVTISHARES TR$50,0250.04%500CommonNONE
46138E362SPHDINVESCO EXCH TRADED FD TR II$49,4500.04%1,000CommonNONE
31428X106FDXFEDEX CORP$48,4010.04%204CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$47,5660.04%294CommonNONE
19761L508DIALCOLUMBIA ETF TR I$46,1250.04%2,500CommonNONE
808513105SCHWSCHWAB CHARLES CORP$45,3480.04%475CommonNONE
464288281EMBISHARES TR$44,7390.04%0CommonSOLE
464287432TLTISHARES TR$44,6850.04%0CommonSOLE
09290D101BLKBLACKROCK INC$44,3030.04%38CommonNONE
65339F101NEENEXTERA ENERGY INC$43,0290.03%570CommonNONE
464288158SUBISHARES TR$42,7120.03%400CommonNONE
46438R105ETHAISHARES ETHEREUM TR$42,5390.03%1,350CommonNONE
717081103PFEPFIZER INC$42,3990.03%1,664CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$42,3960.03%211CommonNONE
46137V118PSPINVESCO EXCHANGE TRADED FD T$41,4120.03%600CommonNONE
36828A101GEVGE VERNOVA INC$41,1980.03%67CommonNONE
718546104PSXPHILLIPS 66$40,8060.03%300CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$40,6550.03%170CommonNONE
863667101SYKSTRYKER CORPORATION$40,3860.03%109CommonNONE
46138E800CQQQINVESCO EXCH TRADED FD TR II$40,1270.03%680CommonNONE
902973304USBUS BANCORP DEL$38,6400.03%791CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$37,9760.03%0CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$37,0120.03%463CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$36,5720.03%400CommonNONE
G29183103ETNEATON CORP PLC$34,4310.03%92CommonNONE
461202103INTUINTUIT$34,1460.03%50CommonNONE
50212V100LPLALPL FINL HLDGS INC$33,2690.03%100CommonNONE
882508104TXNTEXAS INSTRS INC$33,0710.03%180CommonNONE
464288224ICLNISHARES TR$33,0500.03%2,135CommonNONE
464287648IWOISHARES TR$32,9640.03%103CommonNONE
464287309IVWISHARES TR$32,5940.03%270CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$32,3960.03%6CommonNONE
806857108SLBSCHLUMBERGER LTD$32,2980.03%932CommonNONE
035710839NLYANNALY CAPITAL MANAGEMENT IN$31,3650.03%1,500CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$31,1610.03%709CommonNONE
922042874VGKVANGUARD INTL EQUITY INDEX F$31,1220.03%390CommonNONE
09260D107BXBLACKSTONE INC$30,7530.02%0CommonSOLE
949746101WMT2WELLS FARGO CO NEW$30,5100.02%364CommonNONE
452308109ITWILLINOIS TOOL WKS INC$30,1730.02%115CommonNONE
009158106APDAIR PRODS & CHEMS INC$29,9990.02%110CommonNONE
921932703VOOVVANGUARD ADMIRAL FDS INC$29,3220.02%147CommonNONE
911363109URIUNITED RENTALS INC$28,6400.02%30CommonNONE
723484101PNWPINNACLE WEST CAP CORP$28,4220.02%317CommonNONE
126650100CVSCVS HEALTH CORP$28,1200.02%373CommonNONE
G4705A100ICLRICON PLC$28,0000.02%160CommonNONE
464287184FXIISHARES TR$26,7410.02%650CommonNONE
464288646IGSBISHARES TR$26,5680.02%501CommonNONE
464287176TIPISHARES TR$25,5810.02%230CommonNONE
33733B100FIWFIRST TR EXCHANGE-TRADED FD$25,2790.02%225CommonNONE
46137V142PHOINVESCO EXCHANGE TRADED FD T$25,1660.02%349CommonNONE
09258G104BSTBLACKROCK SCIENCE & TECHNOLO$24,8160.02%600CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$24,7000.02%253CommonNONE
464289529INDYISHARES TR$24,4320.02%480CommonNONE
533900106LECOLINCOLN ELEC HLDGS INC$23,6580.02%100CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$23,2500.02%164CommonNONE
82982L103SITESITEONE LANDSCAPE SUPPLY INC$23,1840.02%180CommonNONE
04016X101ARGXARGENX SE$22,1290.02%30CommonNONE
398905109GPIGROUP 1 AUTOMOTIVE INC$21,8760.02%50CommonNONE
29273V100ETENERGY TRANSFER L P$21,4840.02%1,252CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$21,0730.02%0CommonSOLE
05964H105SANBANCO SANTANDER S.A.$20,9600.02%0CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$20,9260.02%40CommonNONE
74762E102QUREQUANTA SVCS INC$20,7210.02%50CommonNONE
46429B747STIPISHARES TR$20,6720.02%0CommonSOLE
89531P105TREXTREX CO INC$20,6680.02%400CommonNONE
14040H105COFCAPITAL ONE FINL CORP$20,6200.02%97CommonNONE
25460G781NUGTDIREXION SHS ETF TR$20,0770.02%130CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$19,7840.02%400CommonNONE
464288182AAXJISHARES TR$19,7040.02%216CommonNONE
N3167Y103RACEFERRARI N V$19,4090.02%0CommonSOLE
46434V621DGROISHARES TR$19,1990.02%282CommonNONE
882681109TXRHTEXAS ROADHOUSE INC$19,1070.02%115CommonNONE
406216101HALHALLIBURTON CO$19,0650.02%775CommonNONE
13321L108CCJCAMECO CORP$18,9500.02%226CommonNONE
92206C771VMBSVANGUARD SCOTTSDALE FDS$18,7840.02%0CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$18,4840.01%82CommonNONE
088606108BHPBHP GROUP LTD$18,3980.01%330CommonNONE
458140100INTCINTEL CORP$17,9160.01%534CommonNONE
464287804IJRISHARES TR$17,8250.01%150CommonNONE
25746U109DDOMINION ENERGY INC$17,7390.01%290CommonNONE
464289875AOMISHARES TR$17,6520.01%371CommonNONE
20030N101CMCSACOMCAST CORP NEW$17,6270.01%561CommonNONE
75524B104RBCRBC BEARINGS INC$17,5630.01%45CommonNONE
26875P101EOGEOG RES INC$17,4910.01%156CommonNONE
384802104GWWGRAINGER W W INC$17,1530.01%18CommonNONE
003262102PALLABRDN PALLADIUM ETF TRUST$17,1260.01%150CommonNONE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$16,7680.01%40CommonNONE
00214Q203ARKQARK ETF TR$16,7340.01%150CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$16,7270.01%83CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$16,3060.01%29CommonNONE
78464A870XBISPDR SERIES TRUST$16,2320.01%162CommonNONE
579780206MKCMCCORMICK & CO INC$16,0580.01%240CommonNONE
884903808TRI4EURTHOMSON REUTERS CORP$15,8420.01%102CommonNONE
33768G107FCFSFIRSTCASH HOLDINGS INC$15,8420.01%100CommonNONE
921910709EDVVANGUARD WORLD FD$15,7140.01%0CommonSOLE
92338C103VLTOVERALTO CORP$15,6880.01%147CommonNONE
60937P106MDBMONGODB INC$15,5190.01%50CommonNONE
55087P104LYFTLYFT INC$15,4070.01%700CommonNONE
46428R107GSGISHARES S&P GSCI COMMODITY-$15,3900.01%670CommonNONE
59156R108METMETLIFE INC$15,3210.01%186CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$15,1720.01%109CommonNONE
278865100ECLECOLAB INC$15,0980.01%55CommonNONE
922475108VEEVVEEVA SYS INC$14,8960.01%50CommonNONE
426281101JKHYHENRY JACK & ASSOC INC$14,8930.01%100CommonNONE
635017106FIZZNATIONAL BEVERAGE CORP$14,7680.01%400CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$14,2980.01%80CommonNONE
389930207BTCGRAYSCALE BITCOIN MINI TR ET$13,9740.01%276CommonNONE
25243Q205DEODIAGEO PLC$13,9330.01%146CommonNONE
78464A508SPYVSPDR SERIES TRUST$13,8350.01%250CommonNONE
78467V608SRLNSSGA ACTIVE ETF TR$13,7630.01%0CommonSOLE
075887109BDXBECTON DICKINSON & CO$13,4760.01%72CommonNONE
958102105WDCWESTERN DIGITAL CORP$13,2070.01%110CommonNONE
596278101MIDDMIDDLEBY CORP$13,1600.01%99CommonNONE
749607107RLIRLI CORP$13,0440.01%200CommonNONE
500754106KHCKRAFT HEINZ CO$13,0200.01%500CommonNONE
09175A206BMNRBITMINE IMMERSION TECNOLOGIE$12,9830.01%250CommonNONE
60770K107MRNAMODERNA INC$12,9150.01%500CommonNONE
496902404KGCKINROSS GOLD CORP$12,4980.01%503CommonNONE
501044101KRKROGER CO$12,2690.01%182CommonNONE
515098101LSTRLANDSTAR SYS INC$12,2560.01%100CommonNONE
892672106TWTRADEWEB MKTS INC$12,2080.01%110CommonNONE
57060D108MKTXMARKETAXESS HLDGS INC$12,1980.01%70CommonNONE
74834L100DGXQUEST DIAGNOSTICS INC$11,8160.01%62CommonNONE
29444U700EQIXEQUINIX INC$11,7490.01%15CommonNONE
278642103EBAYEBAY INC.$11,6420.01%128CommonNONE
92838Y100AIOVIRTUS ARTIFICIAL INTELLIGEN$11,6060.01%483CommonNONE
03938L203MTARCELORMITTAL SA LUXEMBOURG$11,3160.01%313CommonNONE
047649108ATKRATKORE INC$11,2930.01%180CommonNONE
878742204TECKTECK RESOURCES LTD$11,2790.01%257CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$11,2100.01%0CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$11,0740.01%567CommonNONE
574795100MASIMASIMO CORP$11,0660.01%75CommonNONE
464288679SHVISHARES TR$11,0490.01%100CommonNONE
860630102SFSTIFEL FINL CORP$11,0070.01%97CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$10,9310.01%163CommonNONE
98138H101WDAYWORKDAY INC$10,8330.01%45CommonNONE
761152107RMDRESMED INC$10,6750.01%39CommonNONE
64110W102NTESNETEASE INC$10,6390.01%70CommonNONE
767204100RIORIO TINTO PLC$10,5620.01%160CommonNONE
97717Y659WCBRWISDOMTREE TR$10,5120.01%335CommonNONE
375558103GILDGILEAD SCIENCES INC$10,3230.01%93CommonNONE
G3643J108FLUTFLUTTER ENTMT PLC$10,1600.01%40CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$10,0840.01%16CommonNONE
872590104TMUST-MOBILE US INC$10,0540.01%42CommonNONE
366651107ITGARTNER INC$9,9890.01%38CommonNONE
192422103CGNXCOGNEX CORP$9,9660.01%220CommonNONE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$9,9650.01%175CommonNONE
44925C103ICFIICF INTL INC$9,9450.01%107CommonNONE
693718108PCARPACCAR INC$9,8320.01%100CommonNONE
90278Q108UFPIUFP INDUSTRIES INC$9,8160.01%105CommonNONE
247361702DALDELTA AIR LINES INC DEL$9,7610.01%172CommonNONE
56585A102MPCMARATHON PETE CORP$9,6370.01%50CommonNONE
550021109LULULULULEMON ATHLETICA INC$9,6080.01%54CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$9,6000.01%0CommonSOLE
570535104MKLMARKEL GROUP INC$9,5570.01%5CommonNONE
46266C105IQVIQVIA HLDGS INC$9,4970.01%50CommonNONE
136375102CNICANADIAN NATL RY CO$9,4300.01%100CommonNONE
26142V105DKNGDRAFTKINGS INC NEW$9,3500.01%250CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$9,3320.01%120CommonNONE
34959J108FTVFORTIVE CORP$9,3080.01%190CommonNONE
98954M200ZZILLOW GROUP INC$9,2460.01%120CommonNONE
174610105CFGCITIZENS FINL GROUP INC$9,1970.01%173CommonNONE
891092108TTCTORO CO$9,1440.01%120CommonNONE
76954A103RIVNRIVIAN AUTOMOTIVE INC$8,9990.01%613CommonNONE
780259305SHELSHELL PLC$8,9410.01%125CommonNONE
00846U101AAGILENT TECHNOLOGIES INC$8,7450.01%68CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$8,5860.01%60CommonNONE
67077M108NTRNUTRIEN LTD$8,5380.01%144CommonNONE
855244109SBUXSTARBUCKS CORP$8,4600.01%100CommonNONE
66987V109NVSNOVARTIS AG$8,3360.01%65CommonNONE
37959E102GLGLOBE LIFE INC$8,2920.01%58CommonNONE
016255101ALGNALIGN TECHNOLOGY INC$8,1390.01%65CommonNONE
52110M109LAZLAZARD INC$8,1280.01%154CommonNONE
315616102FFIVF5 INC$8,0800.01%25CommonNONE
252131107DXCMDEXCOM INC$8,0750.01%120CommonNONE
89832Q109TFCTRUIST FINL CORP$8,0470.01%176CommonNONE
231021106CMICUMMINS INC$8,0250.01%19CommonNONE
126408103CSXCSX CORP$7,9900.01%225CommonNONE
655663102NDSNNORDSON CORP$7,9430.01%35CommonNONE
968223206WLYWILEY JOHN & SONS INC$7,9320.01%196CommonNONE
778296103ROSTROSS STORES INC$7,9240.01%52CommonNONE
87612E106TGTTARGET CORP$7,8940.01%88CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$7,7610.01%40CommonNONE
46434V514CNYAISHARES TR$7,7610.01%226CommonNONE
H1467J104CBCHUBB LIMITED$7,6470.01%0CommonSOLE
907818108UNPUNION PAC CORP$7,5640.01%32CommonNONE
14149Y108CAHCARDINAL HEALTH INC$7,5340.01%48CommonNONE
457187102INGRINGREDION INC$7,3270.01%60CommonNONE
98978V103ZTSZOETIS INC$7,3160.01%50CommonNONE
981475106WKCWORLD KINECT CORPORATION$7,2700.01%278CommonNONE
493267108KEYKEYCORP$7,2330.01%387CommonNONE
127097103CTRACOTERRA ENERGY INC$7,2130.01%305CommonNONE
89151E109TTENTOTALENERGIES SE$7,1610.01%118CommonNONE
88031M109TSTENARIS S A$7,1540.01%200CommonNONE
06849F108BBARRICK MNG CORP$7,1440.01%218CommonNONE
957090103WABCWESTAMERICA BANCORPORATION$7,0990.01%142CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$6,9810.01%25CommonNONE
58155Q103MCKMCKESSON CORP$6,9600.01%9CommonNONE
260557103DOWDOW INC$6,8790.01%300CommonNONE
679295105OKTAOKTA INC$6,8780.01%75CommonNONE
92337F107VCYTVERACYTE INC$6,8660.01%200CommonNONE
57667L107MTCHMATCH GROUP INC NEW$6,8520.01%194CommonNONE
30161N101EXCEXELON CORP$6,7520.01%150CommonNONE
438516106HONHONEYWELL INTL INC$6,7360.01%32CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$6,6840.01%89CommonNONE
576323109MTZMASTEC INC$6,5970.01%31CommonNONE
30063P105EXKEXACT SCIENCES CORP$6,5650.01%120CommonNONE
45687V106IRINGERSOLL RAND INC$6,5270.01%79CommonNONE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$6,5040.01%322CommonNONE
086516101BBYBEST BUY INC$6,4320.01%84CommonNONE
832696405SJMSMUCKER J M CO$6,4070.01%59CommonNONE
316773100FITBFIFTH THIRD BANCORP$6,3830.01%142CommonNONE
27579R104EWBCEAST WEST BANCORP INC$6,2810.01%59CommonNONE
91912E105VALEVALE S A$6,0820.00%560CommonNONE
655844108NSCNORFOLK SOUTHN CORP$6,0080.00%20CommonNONE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$5,9470.00%34CommonNONE
929236107WDFCWD 40 CO$5,9280.00%30CommonNONE
98389B100XELXCEL ENERGY INC$5,8480.00%72CommonNONE
852234103XYZBLOCK INC$5,7820.00%80CommonNONE
15135B101CNCCENTENE CORP DEL$5,7090.00%160CommonNONE
456837103INGING GROEP N.V.$5,6850.00%218CommonNONE
171779309CIENCIENA CORP$5,6810.00%39CommonNONE
37637Q105GBCIGLACIER BANCORP INC NEW$5,5970.00%115CommonNONE
59522J103MAAMID-AMER APT CMNTYS INC$5,5890.00%40CommonNONE
871829107SYYSYSCO CORP$5,5170.00%67CommonNONE
302130109EXPDEXPEDITORS INTL WASH INC$5,5170.00%45CommonNONE
609207105MDLZMONDELEZ INTL INC$5,4780.00%87CommonNONE
44930G107ICUIICU MED INC$5,3980.00%45CommonNONE
110448107BTIBRITISH AMERN TOB PLC$5,3080.00%100CommonNONE
92206C706VGITVANGUARD SCOTTSDALE FDS$5,1630.00%0CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$5,1290.00%108CommonNONE
871607107SNPSSYNOPSYS INC$4,9340.00%10CommonNONE
29415F104NVSTENVISTA HOLDINGS CORPORATION$4,8890.00%240CommonNONE
827048109SLGNSILGAN HLDGS INC$4,7310.00%110CommonNONE
892331307TMTOYOTA MOTOR CORP$4,5860.00%24CommonNONE
136385101CNQCANADIAN NAT RES LTD$4,5330.00%140CommonNONE
526057104LENLENNAR CORP$4,4110.00%35CommonNONE
19247A100CNSCOHEN & STEERS INC$4,2650.00%65CommonNONE
670346105NUENUCOR CORP$4,2150.00%31CommonNONE
74967X103RHRH$4,0630.00%20CommonNONE
744320102PRUPRUDENTIAL FINL INC$4,0460.00%39CommonNONE
14808P109CASSCASS INFORMATION SYS INC$3,9330.00%100CommonNONE
72651A207PAGPPLAINS GP HLDGS L P$3,9220.00%215CommonNONE
46435U374EWJVISHARES TR$3,9050.00%0CommonSOLE
74935Q107RBARB GLOBAL INC$3,7930.00%35CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$3,7860.00%108CommonNONE
92537N108VRTVERTIV HOLDINGS CO$3,7720.00%25CommonNONE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$3,7350.00%4CommonNONE
929740108WABWABTEC$3,6080.00%18CommonNONE
48020Q107JLLJONES LANG LASALLE INC$3,5790.00%12CommonNONE
464287390ILFISHARES TR$3,4670.00%120CommonNONE
055622104BPBP PLC$3,4460.00%100CommonNONE
368736104GNRCGENERAC HLDGS INC$3,3480.00%20CommonNONE
867224107SUSUNCOR ENERGY INC NEW$3,3450.00%80CommonNONE
291011104EMREMERSON ELEC CO$3,2800.00%25CommonNONE
739276103POWIPOWER INTEGRATIONS INC$3,2170.00%80CommonNONE
833034101SNASNAP ON INC$3,1190.00%9CommonNONE
443510607HUBBHUBBELL INC$3,0120.00%7CommonNONE
90400D108RAREULTRAGENYX PHARMACEUTICAL IN$3,0080.00%100CommonNONE
427866108HSYHERSHEY CO$2,9930.00%16CommonNONE
98401F105XNCRXENCOR INC$2,9330.00%250CommonNONE
26884U109EPREPR PPTYS$2,9150.00%50CommonNONE
600544100MLKNMILLERKNOLL INC$2,8860.00%161CommonNONE
918204108VFCV F CORP$2,8860.00%200CommonNONE
30034W106EVRGEVERGY INC$2,8130.00%37CommonNONE
256746108DLTRDOLLAR TREE INC$2,7370.00%29CommonNONE
452327109ILMNILLUMINA INC$2,3740.00%25CommonNONE
494368103KMBKIMBERLY-CLARK CORP$2,1350.00%17CommonNONE
640268306NKTRNEKTAR THERAPEUTICS$2,0480.00%36CommonNONE
50155Q100KDKYNDRYL HLDGS INC$2,0120.00%67CommonNONE
059460303BBDBANCO BRADESCO S A$1,7680.00%508CommonNONE
172908105CTASCINTAS CORP$1,6420.00%8CommonNONE
090043100BILLBILL HOLDINGS INC$1,5890.00%30CommonNONE
130788102CWTCALIFORNIA WTR SVC GROUP$1,5600.00%34CommonNONE
464286400EWZISHARES INC$1,5500.00%50CommonNONE
693506107PPGPPG INDS INC$1,4720.00%14CommonNONE
690732102ACHOWENS & MINOR INC NEW$1,2580.00%262CommonNONE
78464A698KRESPDR SERIES TRUST$1,2030.00%19CommonNONE
72919P202PLUGPLUG POWER INC$1,1650.00%500CommonNONE
44891N208IACIAC INC$1,0220.00%30CommonNONE
34354P105FLSFLOWSERVE CORP$9600.00%18CommonNONE
35473P769FLINFRANKLIN TEMPLETON ETF TR$9320.00%25CommonNONE
83304A106SNAPSNAP INC$9250.00%120CommonNONE
125523100CITHE CIGNA GROUP$8650.00%3CommonNONE
92047W101VVVVALVOLINE INC$8620.00%24CommonNONE
49271V100KDPKEURIG DR PEPPER INC$7720.00%30CommonNONE
854502101SWKSTANLEY BLACK & DECKER INC$7430.00%10CommonNONE
M81873107RDWRRADWARE LTD$7420.00%0CommonSOLE
980228308WDSWOODSIDE ENERGY GROUP LTD$6920.00%46CommonNONE
00971T101AKAMAKAMAI TECHNOLOGIES INC$6820.00%9CommonNONE
754907103RYNRAYONIER INC$6640.00%25CommonNONE
04010L103ARCCARES CAPITAL CORP$6530.00%32CommonNONE
55616P104MMACYS INC$6520.00%36CommonNONE
601137102MRPMILLROSE PPTYS INC$5710.00%17CommonNONE

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.