MondegarAI
Gibbs Wealth Management

Q1 2025 · 13F-HR

Gibbs Wealth Managementholdings as filed

Filed 2025-11-04 · accession 0002085853-25-000230

$414.8M
Reported value
307
Positions
2025-03-31
Period end
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The Brief · Gibbs Wealth Management · Q1 2025

AI · grounded in 13F

Gibbs Wealth Management established a new position in GOVT valued at $17.3M. The fund also initiated new stakes in SPYG for $15.7M and VCIT for $12M. Additional new positions include SPMB at $11.9M, SPDW at $11.4M, and SHYG at $11.4M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46429B267GOVTISHARES TR$17.3M4.18%753,956CommonNONE
78464A409SPYGSPDR SER TR$15.7M3.78%195,292CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$12.0M2.88%146,343CommonNONE
78464A383SPMBSPDR SER TR$11.9M2.87%539,655CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$11.4M2.76%314,306CommonNONE
46434V407SHYGISHARES TR$11.4M2.75%267,901CommonNONE
66538H591SECTNORTHERN LTS FD TR IV$11.3M2.72%221,287CommonNONE
023135106AMZNAMAZON COM INC$9.0M2.16%47,153CommonNONE
78464A508SPYVSPDR SER TR$8.8M2.11%171,797CommonNONE
78464A664SPTLSPDR SER TR$8.6M2.08%316,144CommonNONE
594918104MSFTMICROSOFT CORP$7.5M1.82%20,095CommonNONE
037833100AAPLAPPLE INC$7.4M1.78%33,263CommonNONE
92826C839VVISA INC$6.2M1.50%17,728CommonNONE
532457108LLYELI LILLY & CO$5.5M1.34%6,707CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$5.4M1.30%106,196CommonNONE
78464A474SPSBSPDR SER TR$5.4M1.29%177,913CommonNONE
68389X105ORCLORACLE CORP$5.2M1.26%37,310CommonNONE
57636Q104MAMASTERCARD INCORPORATED$4.3M1.04%7,863CommonNONE
78468R853SPSMSPDR SER TR$4.2M1.02%104,116CommonNONE
78464A201SLYGSPDR SER TR$4.2M1.02%50,853CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$4.2M1.00%105,799CommonNONE
002824100ABTABBOTT LABS$3.5M0.85%26,711CommonNONE
46435U853USHYISHARES TR$3.4M0.83%93,322CommonNONE
82509L107SHOPSHOPIFY INC$3.3M0.80%34,622CommonNONE
02079K305GOOGLALPHABET INC$3.2M0.77%20,608CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$3.0M0.73%6,090CommonNONE
67066G104NVDANVIDIA CORPORATION$3.0M0.72%27,719CommonNONE
75513E101RTXRTX CORPORATION$2.8M0.68%21,295CommonNONE
78468R622JNKSPDR SER TR$2.7M0.66%28,745CommonNONE
G0403H108AONAON PLC$2.7M0.66%6,809CommonNONE
803054204SAPSAP SE$2.7M0.65%10,086CommonNONE
64110L106NFLXNETFLIX INC$2.7M0.64%2,861CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.6M0.64%4,949CommonNONE
00724F101ADBEADOBE INC$2.6M0.63%6,861CommonNONE
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$2.6M0.62%45,844CommonNONE
02079K107GOOGALPHABET INC$2.6M0.62%16,523CommonNONE
98978V103ZTSZOETIS INC$2.5M0.61%15,260CommonNONE
47103U852JMBSJANUS DETROIT STR TR$2.3M0.57%51,882CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$2.3M0.56%51,292CommonNONE
008474108AEMAGNICO EAGLE MINES LTD$2.2M0.53%20,115CommonNONE
17275R102CSCOCISCO SYS INC$2.2M0.52%35,097CommonNONE
47103U845JAAAJANUS DETROIT STR TR$2.2M0.52%42,456CommonNONE
G5960L103MDTMEDTRONIC PLC$2.1M0.51%23,754CommonNONE
78351F107RYANRYAN SPECIALTY HOLDINGS INC$2.1M0.51%28,434CommonNONE
47103U753JBBBJANUS DETROIT STR TR$2.1M0.50%42,234CommonNONE
55354G100MSCIMSCI INC$2.0M0.49%3,602CommonNONE
30303M102METAMETA PLATFORMS INC$2.0M0.48%3,489CommonNONE
74316P645CSMDPROFESIONALLY MANAGED PORTFO$2.0M0.48%71,725CommonNONE
670100205NVONOVO-NORDISK A S$1.9M0.46%27,266CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$1.8M0.44%5,912CommonNONE
718172109PMPHILIP MORRIS INTL INC$1.8M0.44%11,591CommonNONE
115236101BROBROWN & BROWN INC$1.8M0.43%14,271CommonNONE
69344A206PHYLPGIM ETF TR$1.7M0.41%49,092CommonNONE
713448108PEPPEPSICO INC$1.7M0.41%11,373CommonNONE
904767704UNILEVER PLC$1.7M0.41%28,536CommonNONE
216648501COOCOOPER COS INC$1.7M0.40%19,660CommonNONE
835699307SONYSONY GROUP CORP$1.6M0.39%63,542CommonNONE
097023105BABOEING CO$1.6M0.39%9,420CommonNONE
254687106DISDISNEY WALT CO$1.6M0.38%16,130CommonNONE
217204106CPRTCOPART INC$1.6M0.38%28,038CommonNONE
98138H101WDAYWORKDAY INC$1.6M0.38%6,722CommonNONE
009066101ABNBAIRBNB INC$1.5M0.37%12,953CommonNONE
88160R101TSLATESLA INC$1.5M0.37%5,926CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.5M0.36%6,077CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$1.5M0.36%12,141CommonNONE
92189F411BIZDVANECK ETF TRUST$1.4M0.35%86,136CommonNONE
955306105WSTWEST PHARMACEUTICAL SVSC INC$1.4M0.35%6,393CommonNONE
81762P102NOWSERVICENOW INC$1.4M0.34%1,778CommonNONE
166764100CVXCHEVRON CORP NEW$1.4M0.33%8,292CommonNONE
464287200IVVISHARES TR$1.4M0.33%2,466CommonNONE
855244109SBUXSTARBUCKS CORP$1.4M0.33%13,925CommonNONE
780087102RYROYAL BK CDA$1.3M0.32%11,677CommonNONE
78468R663BILSPDR SER TR$1.3M0.31%14,108CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$1.3M0.31%2,469CommonNONE
20030N101CMCSACOMCAST CORP NEW$1.3M0.31%34,606CommonNONE
949746101WMT2WELLS FARGO CO NEW$1.3M0.31%17,763CommonNONE
369550108GDGENERAL DYNAMICS CORP$1.3M0.31%4,642CommonNONE
29250N105ENBENBRIDGE INC$1.3M0.30%28,318CommonNONE
075887109BDXBECTON DICKINSON & CO$1.3M0.30%5,471CommonNONE
20825C104COPCONOCOPHILLIPS$1.2M0.30%11,818CommonNONE
422806208HEI/AHEICO CORP NEW$1.2M0.30%5,870CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$1.2M0.29%2,171CommonNONE
46429B747STIPISHARES TR$1.2M0.29%11,492CommonNONE
81141R100SESEA LTD$1.2M0.29%9,094CommonNONE
681116109OLLIOLLIES BARGAIN OUTLET HLDGS$1.2M0.28%10,059CommonNONE
000360206AAONAAON INC$1.2M0.28%14,923CommonNONE
031100100AMEAMETEK INC$1.1M0.28%6,660CommonNONE
747525103QCOMQUALCOMM INC$1.1M0.27%7,379CommonNONE
126650100CVSCVS HEALTH CORP$1.1M0.27%16,622CommonNONE
617700109MORNMORNINGSTAR INC$1.1M0.27%3,728CommonNONE
580135101MCDMCDONALDS CORP$1.1M0.27%3,531CommonNONE
879360105TDYTELEDYNE TECHNOLOGIES INC$1.1M0.26%2,130CommonNONE
478160104JNJJOHNSON & JOHNSON$1.0M0.25%6,317CommonNONE
046353108AZNNASTRAZENECA PLC$1.0M0.25%13,903CommonNONE
70432V102PAYCPAYCOM SOFTWARE INC$1.0M0.25%4,674CommonNONE
63947X101NCNONCINO INC$1.0M0.24%36,435CommonNONE
060505104BACBANK AMERICA CORP$999,2670.24%23,946CommonNONE
942749102WTSWATTS WATER TECHNOLOGIES INC$993,7430.24%4,873CommonNONE
147528103CASYCASEYS GEN STORES INC$946,2220.23%2,180CommonNONE
441593100HLIHOULIHAN LOKEY INC$945,2810.23%5,853CommonNONE
30231G102XOMEXXON MOBIL CORP$929,7620.22%7,818CommonNONE
73278L105POOLPOOL CORP$916,8610.22%2,880CommonNONE
204166102CVLTCOMMVAULT SYS INC$913,7460.22%5,792CommonNONE
969457100WMBWILLIAMS COS INC$912,2870.22%15,266CommonNONE
548661107LOWLOWES COS INC$905,7870.22%3,884CommonNONE
931142103WMTWALMART INC$900,5210.22%10,258CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$889,7660.21%4,089CommonNONE
00287Y109ABBVABBVIE INC$860,8910.21%4,109CommonNONE
74112D101PBHPRESTIGE CONSMR HEALTHCARE I$859,1840.21%9,994CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$850,9320.21%13,952CommonNONE
22160N109CSGPCOSTAR GROUP INC$849,8210.20%10,726CommonNONE
81768T108SFBSSERVISFIRST BANCSHARES INC$843,0250.20%10,206CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$842,7260.20%22,259CommonNONE
303075105FDSFACTSET RESH SYS INC$842,4610.20%1,853CommonNONE
78468R523BILSSPDR SER TR$834,4230.20%8,387CommonNONE
92345Y106VRSKVERISK ANALYTICS INC$833,6390.20%2,801CommonNONE
69331C108PCGPG&E CORP$828,4880.20%48,224CommonNONE
026874784AIGAMERICAN INTL GROUP INC$821,3530.20%9,447CommonNONE
464287176TIPISHARES TR$806,2910.19%7,258CommonNONE
172967424CCITIGROUP INC$795,2010.19%11,202CommonNONE
056525108BMIBADGER METER INC$794,2990.19%4,175CommonNONE
038222105AMATAPPLIED MATLS INC$774,5410.19%5,337CommonNONE
N07059210ASMLASML HOLDING N V$771,9640.19%1,165CommonNONE
929740108WABWABTEC$768,5680.19%4,238CommonNONE
366651107ITGARTNER INC$765,1860.18%1,823CommonNONE
437076102HDHOME DEPOT INC$763,1120.18%2,082CommonNONE
46432F339QUALISHARES TR$762,4080.18%4,461CommonNONE
191216100KOCOCA COLA CO$758,7700.18%10,594CommonNONE
00130H105AESAES CORP$745,2030.18%60,000CommonNONE
29362U104ENTGENTEGRIS INC$742,3650.18%8,486CommonNONE
89679E300TFINTRIUMPH FINANCIAL INC$738,4530.18%12,776CommonNONE
294429105EFXEQUIFAX INC$736,2890.18%3,023CommonNONE
219350105GLWCORNING INC$728,7200.18%15,918CommonNONE
G87110105FTITECHNIPFMC PLC$723,6090.17%22,834CommonNONE
464288414MUBISHARES TR$722,0530.17%6,848CommonNONE
69343T107PJTPJT PARTNERS INC$716,1540.17%5,194CommonNONE
45826H109ITGRINTEGER HLDGS CORP$714,4330.17%6,054CommonNONE
125523100CITHE CIGNA GROUP$709,0200.17%2,155CommonNONE
126408103CSXCSX CORP$703,2800.17%23,897CommonNONE
40415F101HDBHDFC BANK LTD$701,4070.17%10,557CommonNONE
50212V100LPLALPL FINL HLDGS INC$700,0840.17%2,140CommonNONE
86333M108LRNSTRIDE INC$694,1060.17%5,487CommonNONE
778296103ROSTROSS STORES INC$693,2750.17%5,425CommonNONE
149123101CATCATERPILLAR INC$684,9950.17%2,077CommonNONE
525558201LMATLEMAITRE VASCULAR INC$682,4490.16%8,134CommonNONE
15135B101CNCCENTENE CORP DEL$677,2200.16%11,155CommonNONE
589889104MMSIMERIT MED SYS INC$673,5840.16%6,372CommonNONE
08265T208BSYBENTLEY SYS INC$667,3690.16%16,964CommonNONE
53220K504LGNDLIGAND PHARMACEUTICALS INC$665,6410.16%6,331CommonNONE
617446448MSMORGAN STANLEY$655,3350.16%5,617CommonNONE
45867G101IDCCINTERDIGITAL INC$650,4360.16%3,146CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$650,2780.16%2,682CommonNONE
742718109PGPROCTER AND GAMBLE CO$641,3380.15%3,763CommonNONE
830830105SKYCHAMPION HOMES INC$639,1560.15%6,745CommonNONE
004498101ACIWACI WORLDWIDE INC$638,8490.15%11,677CommonNONE
609839105MPWRMONOLITHIC PWR SYS INC$627,5380.15%1,082CommonNONE
56585A102MPCMARATHON PETE CORP$621,8360.15%4,268CommonNONE
59156R108METMETLIFE INC$611,1430.15%7,612CommonNONE
74624M102PPURE STORAGE INC$607,5170.15%13,723CommonNONE
859241101STRLSTERLING INFRASTRUCTURE INC$606,4660.15%5,357CommonNONE
29414B104EPAMEPAM SYS INC$604,1100.15%3,578CommonNONE
126402106CSWCSW INDUSTRIALS INC$603,1550.15%2,069CommonNONE
G7S00T104PNRPENTAIR PLC$600,0250.14%6,859CommonNONE
750917106RMBSRAMBUS INC DEL$598,5720.14%11,561CommonNONE
780259305SHELSHELL PLC$589,5370.14%8,045CommonNONE
057665200BCPCBALCHEM CORP$588,1380.14%3,543CommonNONE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$586,6810.14%1,736CommonNONE
902673102UFPTUFP TECHNOLOGIES INC$586,3710.14%2,907CommonNONE
58733R102MELIMERCADOLIBRE INC$581,3590.14%298CommonNONE
10316T104BOXBOX INC$579,7670.14%18,787CommonNONE
79466L302CRMSALESFORCE INC$570,8470.14%2,127CommonNONE
00206R102TAT&T INC$569,5570.14%20,140CommonNONE
526107107LIILENNOX INTL INC$565,8770.14%1,009CommonNONE
498894104KNFKNIFE RIVER CORP$560,2040.14%6,210CommonNONE
25754A201DPZDOMINOS PIZZA INC$555,9480.13%1,210CommonNONE
615394202MOG/AMOOG INC$552,8180.13%3,189CommonNONE
084423102WRBBERKLEY W R CORP$540,3940.13%7,594CommonNONE
844741108LUVSOUTHWEST AIRLS CO$532,9150.13%15,870CommonNONE
29355X107NPOENPRO INC$530,9990.13%3,282CommonNONE
13100M509CALXCALIX INC$530,9620.13%14,982CommonNONE
26856L103ELFE L F BEAUTY INC$527,6240.13%8,403CommonNONE
92346J108VCELVERICEL CORP$523,3030.13%11,728CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$512,8300.12%15,545CommonNONE
655663102NDSNNORDSON CORP$509,5450.12%2,526CommonNONE
464287440IEFISHARES TR$508,9900.12%5,337CommonNONE
19247A100CNSCOHEN & STEERS INC$505,6760.12%6,301CommonNONE
03076K108ABCBAMERIS BANCORP$505,5220.12%8,781CommonNONE
58933Y105MRKMERCK & CO INC$502,3870.12%5,597CommonNONE
375558103GILDGILEAD SCIENCES INC$497,6140.12%4,441CommonNONE
G0176J109ALLEALLEGION PLC$496,4000.12%3,805CommonNONE
G4705A100ICLRICON PLC$492,5970.12%2,815CommonNONE
81725T100SXTSENSIENT TECHNOLOGIES CORP$489,0800.12%6,571CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$483,8500.12%998CommonNONE
46090E103QQQINVESCO QQQ TR$478,8210.12%1,021CommonNONE
30214U102EXPOEXPONENT INC$475,0230.11%5,860CommonNONE
458665304TILEINTERFACE INC$471,4180.11%23,761CommonNONE
052769106ADSKAUTODESK INC$468,0980.11%1,788CommonNONE
M7516K103NVMINOVA LTD$468,0140.11%2,539CommonNONE
46428Q109SLVISHARES SILVER TR$456,2970.11%14,724CommonNONE
226718104CRTOCRITEO S A$453,6730.11%12,812CommonNONE
099406100BOOTBOOT BARN HLDGS INC$451,2060.11%4,200CommonNONE
91347P105OLEDUNIVERSAL DISPLAY CORP$446,3450.11%3,200CommonNONE
609207105MDLZMONDELEZ INTL INC$445,9100.11%6,572CommonNONE
78463V107GLDSPDR GOLD TR$444,6000.11%1,543CommonNONE
09789C788XHLFBONDBLOXX ETF TRUST$443,7790.11%8,813CommonNONE
067901108ABXBARRICK GOLD CORP$436,7000.11%22,464CommonNONE
66538H278TMATNORTHERN LTS FD TR IV$420,4820.10%23,782CommonNONE
66538H179BUYWNORTHERN LTS FD TR IV$419,6350.10%30,563CommonNONE
675232102OIIOCEANEERING INTL INC$411,0970.10%18,849CommonNONE
457730109INSPINSPIRE MED SYS INC$409,6680.10%2,572CommonNONE
74164F103PRIMPRIMORIS SVCS CORP$406,6920.10%7,084CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$403,7290.10%6,899CommonNONE
11135F101AVGOBROADCOM INC$403,0010.10%2,407CommonNONE
651639106NEMNEWMONT CORP$402,7030.10%8,341CommonNONE
98585X104YETIYETI HLDGS INC$395,0490.10%11,935CommonNONE
98149E303GLDMWORLD GOLD TR$387,1220.09%6,255CommonNONE
008073108AVAVAEROVIRONMENT INC$378,5470.09%3,176CommonNONE
224441105CXTCRANE NXT CO$376,5620.09%7,326CommonNONE
464287622IWBISHARES TR$375,1450.09%1,223CommonNONE
407497106HLNEHAMILTON LANE INC$374,0540.09%2,516CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$369,0800.09%1,208CommonNONE
760759100RSGREPUBLIC SVCS INC$367,5990.09%1,518CommonNONE
922908629VOVANGUARD INDEX FDS$366,7230.09%1,418CommonNONE
717081103PFEPFIZER INC$363,5940.09%14,349CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$359,5620.09%1,446CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$359,1700.09%3,287CommonNONE
92939U106WECWEC ENERGY GROUP INC$357,1270.09%3,277CommonNONE
016255101ALGNALIGN TECHNOLOGY INC$350,2860.08%2,205CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$348,7000.08%3,394CommonNONE
94106L109WMWASTE MGMT INC DEL$348,1620.08%1,504CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$344,2170.08%6,772CommonNONE
808513105SCHWSCHWAB CHARLES CORP$342,0050.08%4,369CommonNONE
679580100ODFLOLD DOMINION FREIGHT LINE IN$341,9890.08%2,067CommonNONE
12572Q105CMECME GROUP INC$335,5920.08%1,265CommonNONE
907818108UNPUNION PAC CORP$330,2640.08%1,398CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$329,6400.08%2,997CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$329,4730.08%4,522CommonNONE
26922A222ACIOETF SER SOLUTIONS$326,1710.08%8,430CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$326,1680.08%593CommonNONE
66987V109NVSNOVARTIS AG$323,1810.08%2,899CommonNONE
88033G407THCTENET HEALTHCARE CORP$315,1340.08%2,343CommonNONE
M2682V108CYBRCYBERARK SOFTWARE LTD$312,6500.08%925CommonNONE
78454L100SMSM ENERGY CO$312,4380.08%10,432CommonNONE
674599105OXYOCCIDENTAL PETE CORP$311,1160.07%6,303CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$308,1440.07%3,651CommonNONE
33739Q705KNGFIRST TR EXCHANGE-TRADED FD$308,0200.07%6,097CommonNONE
842587107SOSOUTHERN CO$305,0060.07%3,317CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$303,5020.07%1,752CommonNONE
092528801IVVBBLACKROCK ETF TRUST II$301,1460.07%10,271CommonNONE
892356106TSCOTRACTOR SUPPLY CO$300,4050.07%5,452CommonNONE
882508104TXNTEXAS INSTRS INC$298,4820.07%1,661CommonNONE
33740F805FIXDFIRST TR EXCHNG TRADED FD VI$298,0680.07%6,799CommonNONE
72201R833MINTPIMCO ETF TR$296,8290.07%2,950CommonNONE
942622200WSOWATSCO INC$296,3390.07%583CommonNONE
05550J101BJBJS WHSL CLUB HLDGS INC$295,8610.07%2,593CommonNONE
11271J107BNBROOKFIELD CORP$295,0680.07%5,630CommonNONE
46434V860TFLOISHARES TR$294,6390.07%5,816CommonNONE
L44385109GLOBGLOBANT S A$291,5920.07%2,477CommonNONE
464287309IVWISHARES TR$291,2200.07%3,137CommonNONE
921909768VXUSVANGUARD STAR FDS$284,4180.07%4,580CommonNONE
902973304USBUS BANCORP DEL$282,1560.07%6,683CommonNONE
739276103POWIPOWER INTEGRATIONS INC$280,5330.07%5,555CommonNONE
464287507IJHISHARES TR$279,3800.07%4,788CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$276,6680.07%1,666CommonNONE
58155Q103MCKMCKESSON CORP$270,5420.07%402CommonNONE
G6683N103NUNU HLDGS LTD$270,4690.07%26,413CommonNONE
464288158SUBISHARES TR$267,0620.06%2,529CommonNONE
539830109LMTLOCKHEED MARTIN CORP$265,7920.06%595CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$265,7470.06%419CommonNONE
199908104FIXCOMFORT SYS USA INC$263,9880.06%819CommonNONE
539439109LYGLLOYDS BANKING GROUP PLC$260,0960.06%68,088CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$258,9940.06%1,976CommonNONE
88076W103TDCTERADATA CORP DEL$252,2030.06%11,219CommonNONE
231561101CWCURTISS WRIGHT CORP$248,4220.06%783CommonNONE
370334104GISGENERAL MLS INC$247,8300.06%4,145CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$247,1400.06%499CommonNONE
902252105TYLTYLER TECHNOLOGIES INC$247,0910.06%425CommonNONE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$246,1820.06%4,114CommonNONE
303250104FICOFAIR ISAAC CORP$245,2730.06%133CommonNONE
N53745100LYBLYONDELLBASELL INDUSTRIES N$244,8510.06%3,478CommonNONE
337932107FEFIRSTENERGY CORP$243,2780.06%6,019CommonNONE
345370860FFORD MTR CO$241,6490.06%24,093CommonNONE
833034101SNASNAP ON INC$241,2990.06%716CommonNONE
654106103NKENIKE INC$240,6140.06%3,790CommonNONE
452308109ITWILLINOIS TOOL WKS INC$238,5860.06%962CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$236,9210.06%1,175CommonNONE
025816109AXPAMERICAN EXPRESS CO$235,1500.06%874CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$234,4560.06%4,707CommonNONE
46140H502DBPINVESCO DB MULTI-SECTOR COMM$233,5700.06%3,269CommonNONE
40637H109HALOHALOZYME THERAPEUTICS INC$224,8030.05%3,523CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$222,5850.05%1,078CommonNONE
682680103OKEONEOK INC NEW$218,7800.05%2,205CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$213,7460.05%226CommonNONE
426281101JKHYHENRY JACK & ASSOC INC$213,6420.05%1,170CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$213,0190.05%1,444CommonNONE
G8473T100STESTERIS PLC$212,8240.05%939CommonNONE
78464A839MDYVSPDR SER TR$211,7180.05%2,748CommonNONE
05478C105AZEKAZEK CO INC$211,6940.05%4,330CommonNONE
78464A821MDYGSPDR SER TR$211,3460.05%2,660CommonNONE
46432F396MTUMISHARES TR$204,3840.05%1,011CommonNONE
02209S103MOALTRIA GROUP INC$204,1280.05%3,401CommonNONE
369604301GEGE AEROSPACE$203,1520.05%1,015CommonNONE
42226A107HQYHEALTHEQUITY INC$202,3670.05%2,290CommonNONE
46137V506PFMINVESCO EXCHANGE TRADED FD T$201,5690.05%4,403CommonNONE
88034P109TMETENCENT MUSIC ENTMT GROUP$163,5100.04%11,347CommonNONE
45569U101INDIINDIE SEMICONDUCTOR INC$90,9890.02%44,712CommonNONE
28106W103EDITEDITAS MEDICINE INC$11,9920.00%10,338CommonNONE

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.