MondegarAI
Gibbs Wealth Management

Q4 2025 · 13F-HR

Gibbs Wealth Managementholdings as filed

Filed 2026-01-23 · accession 0002085853-26-000076

$413.3M
Reported value
324
Positions
2025-12-31
Period end
View analyzed profile →PRO

The Brief · Gibbs Wealth Management · Q4 2025

AI · grounded in 13F

Gibbs Wealth Management increased its position in BIL by 396.17%, the largest share increase of the period. The fund also accumulated shares in AVGO by 371.08% and NVDA by 53.37%. On the sell side, the fund trimmed its holdings in JPST by 87.93% and TMO by 87.41%. Total assets under management stood at $413,323,952 across 324 positions.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78464A409SPYGSPDR SERIES TRUST$18.2M4.39%168,316CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$14.5M3.50%315,518CommonNONE
46429B267GOVTISHARES TR$12.2M2.96%530,508CommonNONE
46434V407SHYGISHARES TR$12.1M2.93%281,611CommonNONE
66538H591SECTNORTHERN LTS FD TR IV$11.1M2.69%172,059CommonNONE
78464A508SPYVSPDR SERIES TRUST$11.0M2.66%188,904CommonNONE
78464A383SPMBSPDR SERIES TRUST$10.3M2.49%456,452CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$9.5M2.30%113,485CommonNONE
78464A664SPTLSPDR SERIES TRUST$8.9M2.16%334,799CommonNONE
594918104MSFTMICROSOFT CORP$8.2M1.98%17,052CommonNONE
67066G104NVDANVIDIA CORPORATION$7.9M1.90%42,512CommonNONE
023135106AMZNAMAZON COM INC$7.7M1.87%31,261CommonNONE
78468R663BILSPDR SERIES TRUST$6.4M1.55%70,000CommonNONE
532457108LLYELI LILLY & CO$6.0M1.46%5,658CommonNONE
78468R853SPSMSPDR SERIES TRUST$5.7M1.39%116,256CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$5.4M1.31%112,039CommonNONE
68389X105ORCLORACLE CORP$5.1M1.23%25,614CommonNONE
037833100AAPLAPPLE INC$5.0M1.21%19,353CommonNONE
02079K305GOOGLALPHABET INC$4.9M1.18%14,834CommonNONE
92826C839VVISA INC$4.7M1.14%13,478CommonNONE
78464A474SPSBSPDR SERIES TRUST$4.6M1.10%151,068CommonNONE
82509L107SHOPSHOPIFY INC$4.3M1.04%26,222CommonNONE
02079K107GOOGALPHABET INC$4.0M0.97%12,157CommonNONE
11135F101AVGOBROADCOM INC$3.9M0.95%11,339CommonNONE
57636Q104MAMASTERCARD INCORPORATED$3.5M0.84%6,068CommonNONE
88160R101TSLATESLA INC$2.9M0.71%6,598CommonNONE
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$2.8M0.67%43,139CommonNONE
46435U853USHYISHARES TR$2.8M0.67%73,335CommonNONE
75513E101RTXRTX CORPORATION$2.7M0.65%14,255CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$2.4M0.59%60,169CommonNONE
30303M102METAMETA PLATFORMS INC$2.4M0.58%3,640CommonNONE
47103U852JMBSJANUS DETROIT STR TR$2.2M0.52%47,020CommonNONE
74316P645CSMDPROFESIONALLY MANAGED PORTFO$2.1M0.51%63,121CommonNONE
097023105BABOEING CO$2.1M0.51%8,963CommonNONE
008474108AEMAGNICO EAGLE MINES LTD$2.0M0.48%10,387CommonNONE
780087102RYROYAL BK CDA$2.0M0.48%11,702CommonNONE
55354G100MSCIMSCI INC$1.9M0.46%3,306CommonNONE
47103U845JAAAJANUS DETROIT STR TR$1.9M0.46%37,387CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.8M0.43%3,520CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.7M0.42%5,283CommonNONE
949746101WMT2WELLS FARGO CO NEW$1.7M0.42%18,078CommonNONE
803054204SAPSAP SE$1.7M0.42%6,946CommonNONE
78464A201SLYGSPDR SERIES TRUST$1.7M0.41%17,294CommonNONE
855244109SBUXSTARBUCKS CORP$1.7M0.41%18,911CommonNONE
17275R102CSCOCISCO SYS INC$1.7M0.40%22,632CommonNONE
N07059210ASMLASML HOLDING N V$1.6M0.39%1,279CommonNONE
69344A206PHYLPGIM ETF TR$1.6M0.39%45,548CommonNONE
47103U753JBBBJANUS DETROIT STR TR$1.6M0.39%33,402CommonNONE
441593100HLIHOULIHAN LOKEY INC$1.6M0.39%8,761CommonNONE
G0403H108AONAON PLC$1.6M0.38%4,522CommonNONE
78463V107GLDSPDR GOLD TR$1.6M0.38%3,806CommonNONE
98978V103ZTSZOETIS INC$1.6M0.38%12,285CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$1.5M0.37%5,425CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$1.5M0.36%2,143CommonNONE
81762P102NOWSERVICENOW INC$1.5M0.36%10,468CommonNONE
713448108PEPPEPSICO INC$1.5M0.36%10,556CommonNONE
G5960L103MDTMEDTRONIC PLC$1.5M0.36%15,101CommonNONE
254687106DISDISNEY WALT CO$1.4M0.35%12,343CommonNONE
79466L302CRMSALESFORCE INC$1.4M0.34%5,476CommonNONE
718172109PMPHILIP MORRIS INTL INC$1.4M0.34%8,716CommonNONE
45168D104IDXXIDEXX LABS INC$1.4M0.34%1,944CommonNONE
464287200IVVISHARES TR$1.4M0.33%1,976CommonNONE
231561101CWCURTISS WRIGHT CORP$1.3M0.32%2,204CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$1.3M0.32%2,241CommonNONE
166764100CVXCHEVRON CORP NEW$1.3M0.31%8,016CommonNONE
478160104JNJJOHNSON & JOHNSON$1.3M0.31%6,287CommonNONE
64110L106NFLXNETFLIX INC$1.2M0.30%13,833CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$1.2M0.29%21,363CommonNONE
904767803ULUNILEVER PLC$1.2M0.29%18,764CommonNONE
060505104BACBANK AMERICA CORP$1.2M0.29%21,550CommonNONE
038222105AMATAPPLIED MATLS INC$1.2M0.28%3,891CommonNONE
126650100CVSCVS HEALTH CORP$1.2M0.28%14,493CommonNONE
859241101STRLSTERLING INFRASTRUCTURE INC$1.2M0.28%3,733CommonNONE
002824100ABTABBOTT LABS$1.1M0.27%8,895CommonNONE
046353108AZNNASTRAZENECA PLC$1.1M0.27%11,644CommonNONE
747525103QCOMQUALCOMM INC$1.1M0.26%6,105CommonNONE
670100205NVONOVO-NORDISK A S$1.1M0.26%18,208CommonNONE
369550108GDGENERAL DYNAMICS CORP$1.1M0.26%3,025CommonNONE
548661107LOWLOWES COS INC$1.1M0.26%3,963CommonNONE
00724F101ADBEADOBE INC$1.1M0.26%3,169CommonNONE
969457100WMBWILLIAMS COS INC$1.1M0.26%17,512CommonNONE
651639106NEMNEWMONT CORP$1.0M0.25%9,575CommonNONE
750917106RMBSRAMBUS INC DEL$1.0M0.25%11,113CommonNONE
031100100AMEAMETEK INC$1.0M0.25%4,917CommonNONE
29084Q100EMEEMCOR GROUP INC$1.0M0.25%1,579CommonNONE
835699307SONYSONY GROUP CORP$1.0M0.25%40,575CommonNONE
617446448MSMORGAN STANLEY$1.0M0.25%5,442CommonNONE
009066101ABNBAIRBNB INC$1.0M0.24%7,227CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$1.0M0.24%11,740CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$993,9950.24%5,899CommonNONE
871607107SNPSSYNOPSYS INC$992,5900.24%1,890CommonNONE
29414B104EPAMEPAM SYS INC$985,4750.24%4,650CommonNONE
92189F411BIZDVANECK ETF TRUST$982,3720.24%68,506CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$974,6860.24%8,345CommonNONE
81141R100SESEA LTD$972,2930.24%7,282CommonNONE
931142103WMTWALMART INC$970,7890.23%8,476CommonNONE
580135101MCDMCDONALDS CORP$959,7600.23%3,123CommonNONE
172967424CCITIGROUP INC$946,9420.23%7,805CommonNONE
M7516K103NVMINOVA LTD$943,4040.23%2,394CommonNONE
099406100BOOTBOOT BARN HLDGS INC$943,3250.23%4,821CommonNONE
30231G102XOMEXXON MOBIL CORP$935,2890.23%7,506CommonNONE
45867G101IDCCINTERDIGITAL INC$934,7240.23%3,024CommonNONE
G87110105FTITECHNIPFMC PLC$933,2550.23%18,639CommonNONE
879360105TDYTELEDYNE TECHNOLOGIES INC$918,5100.22%1,673CommonNONE
00130H105AESAES CORP$913,6440.22%63,802CommonNONE
464288414MUBISHARES TR$912,8490.22%8,479CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$912,8360.22%9,349CommonNONE
008073108AVAVAEROVIRONMENT INC$907,0000.22%2,485CommonNONE
902673102UFPTUFP TECHNOLOGIES INC$898,4520.22%3,489CommonNONE
075887109BDXBECTON DICKINSON & CO$898,3540.22%4,431CommonNONE
759916109RGENREPLIGEN CORP$894,1550.22%5,360CommonNONE
00287Y109ABBVABBVIE INC$887,8570.21%4,034CommonNONE
609839105MPWRMONOLITHIC PWR SYS INC$872,7060.21%910CommonNONE
69343T107PJTPJT PARTNERS INC$865,1840.21%4,819CommonNONE
29250N105ENBENBRIDGE INC$858,5740.21%18,816CommonNONE
20825C104COPCONOCOPHILLIPS$853,0080.21%8,748CommonNONE
06849F108BBARRICK MNG CORP$850,0140.21%17,779CommonNONE
74164F103PRIMPRIMORIS SVCS CORP$848,8480.21%6,532CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$846,9820.20%4,772CommonNONE
422806208HEI/AHEICO CORP NEW$840,5170.20%3,077CommonNONE
929740108WABWABTEC$840,2590.20%3,744CommonNONE
147528103CASYCASEYS GEN STORES INC$827,2080.20%1,393CommonNONE
125523100CITHE CIGNA GROUP$818,8220.20%2,935CommonNONE
21036P108STZCONSTELLATION BRANDS INC$817,7610.20%5,563CommonNONE
461202103INTUINTUIT$806,6840.20%1,247CommonNONE
69331C108PCGPG&E CORP$802,6110.19%50,638CommonNONE
615394202MOG/AMOOG INC$793,9840.19%2,912CommonNONE
78351F107RYANRYAN SPECIALTY HOLDINGS INC$788,6500.19%15,525CommonNONE
78468R622JNKSPDR SERIES TRUST$781,9510.19%8,004CommonNONE
955306105WSTWEST PHARMACEUTICAL SVSC INC$772,0200.19%2,802CommonNONE
830830105SKYCHAMPION HOMES INC$768,2350.19%8,057CommonNONE
149123101CATCATERPILLAR INC$753,5800.18%1,220CommonNONE
216648501COOCOOPER COS INC$742,2040.18%8,894CommonNONE
109641100EATBRINKER INTL INC$741,8060.18%4,636CommonNONE
292765104EPACENERPAC TOOL GROUP CORP$740,6630.18%18,397CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$723,2380.17%12,947CommonNONE
88033G407THCTENET HEALTHCARE CORP$717,0770.17%3,564CommonNONE
844741108LUVSOUTHWEST AIRLS CO$712,5520.17%16,005CommonNONE
219350105GLWCORNING INC$710,2430.17%8,333CommonNONE
29355X107NPOENPRO INC$705,4320.17%3,024CommonNONE
407497106HLNEHAMILTON LANE INC$693,4210.17%4,677CommonNONE
53220K504LGNDLIGAND PHARMACEUTICALS INC$691,8640.17%3,348CommonNONE
458665304TILEINTERFACE INC$680,2340.16%22,629CommonNONE
778296103ROSTROSS STORES INC$677,9460.16%3,541CommonNONE
92345Y106VRSKVERISK ANALYTICS INC$677,3310.16%3,012CommonNONE
00790R104WMSADVANCED DRAIN SYS INC DEL$675,9690.16%4,257CommonNONE
15135B101CNCCENTENE CORP DEL$673,0480.16%14,440CommonNONE
026874784AIGAMERICAN INTL GROUP INC$670,6130.16%8,891CommonNONE
126408103CSXCSX CORP$670,3480.16%19,044CommonNONE
20030N101CMCSACOMCAST CORP NEW$669,4130.16%23,596CommonNONE
204166102CVLTCOMMVAULT SYS INC$666,1720.16%5,365CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$663,3500.16%3,265CommonNONE
141788109CARGCARGURUS INC$656,9400.16%16,914CommonNONE
67000B104NOVTNOVANTA INC$653,6520.16%4,992CommonNONE
03076K108ABCBAMERIS BANCORP$649,5420.16%8,209CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$648,8810.16%12,816CommonNONE
477839104JBTMJBT MAREL CORPORATION$632,4300.15%4,053CommonNONE
437076102HDHOME DEPOT INC$631,3790.15%1,685CommonNONE
18915M107NETCLOUDFLARE INC$628,9460.15%3,441CommonNONE
46090E103QQQINVESCO QQQ TR$620,4930.15%990CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$618,4110.15%7,996CommonNONE
70432V102PAYCPAYCOM SOFTWARE INC$611,7410.15%3,892CommonNONE
G7S00T104PNRPENTAIR PLC$611,5930.15%5,934CommonNONE
780259305SHELSHELL PLC$609,0720.15%8,599CommonNONE
13100M509CALXCALIX INC$608,5140.15%11,761CommonNONE
589889104MMSIMERIT MED SYS INC$599,9950.15%6,946CommonNONE
81725T100SXTSENSIENT TECHNOLOGIES CORP$597,9840.14%6,094CommonNONE
22160N109CSGPCOSTAR GROUP INC$596,3060.14%10,195CommonNONE
40171V100GWREGUIDEWIRE SOFTWARE INC$586,8670.14%3,169CommonNONE
126402106CSWCSW INDUSTRIALS INC$586,3650.14%1,835CommonNONE
294429105EFXEQUIFAX INC$577,1910.14%2,543CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$572,8670.14%1,235CommonNONE
56585A102MPCMARATHON PETE CORP$571,0770.14%3,242CommonNONE
58733R102MELIMERCADOLIBRE INC$570,7430.14%262CommonNONE
525558201LMATLEMAITRE VASCULAR INC$565,7000.14%6,655CommonNONE
50212V100LPLALPL FINL HLDGS INC$564,2130.14%1,568CommonNONE
464287440IEFISHARES TR$563,0660.14%5,847CommonNONE
59156R108METMETLIFE INC$561,2450.14%7,068CommonNONE
497266106KEXKIRBY CORP$560,4740.14%4,467CommonNONE
58933Y105MRKMERCK & CO INC$559,1840.14%5,059CommonNONE
63947X101NCNONCINO INC$556,3390.13%21,732CommonNONE
313855108FSSFEDERAL SIGNAL CORP$556,2720.13%4,772CommonNONE
74624M102PPURE STORAGE INC$554,1260.13%8,273CommonNONE
04911A107AUBATLANTIC UN BANKSHARES CORP$553,4760.13%14,783CommonNONE
46432F339QUALISHARES TR$552,7200.13%2,708CommonNONE
25754A201DPZDOMINOS PIZZA INC$546,1130.13%1,348CommonNONE
004498101ACIWACI WORLDWIDE INC$545,3850.13%11,661CommonNONE
913915104UTIUNIVERSAL TECHNICAL INST INC$543,8400.13%19,776CommonNONE
052769106ADSKAUTODESK INC$540,1710.13%1,957CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$535,8940.13%2,399CommonNONE
607828100MODMODINE MFG CO$534,0980.13%4,268CommonNONE
G4705A100ICLRICON PLC$529,8110.13%2,921CommonNONE
617700109MORNMORNINGSTAR INC$527,7850.13%2,434CommonNONE
679580100ODFLOLD DOMINION FREIGHT LINE IN$527,7220.13%3,048CommonNONE
057665200BCPCBALCHEM CORP$516,7100.13%3,224CommonNONE
98585X104YETIYETI HLDGS INC$513,1850.12%10,401CommonNONE
46429B747STIPISHARES TR$511,6300.12%4,992CommonNONE
46428Q109SLVISHARES SILVER TR$509,9890.12%7,046CommonNONE
375558103GILDGILEAD SCIENCES INC$509,5890.12%4,208CommonNONE
224441105CXTCRANE NXT CO$501,7810.12%10,040CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$497,6380.12%12,233CommonNONE
73278L105POOLPOOL CORP$492,7600.12%1,953CommonNONE
10316T104BOXBOX INC$491,4330.12%16,541CommonNONE
78468R523BILSSPDR SERIES TRUST$489,3500.12%4,928CommonNONE
81768T108SFBSSERVISFIRST BANCSHARES INC$479,8210.12%6,335CommonNONE
191216100KOCOCA COLA CO$476,4680.12%6,757CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$474,7150.11%767CommonNONE
92346J108VCELVERICEL CORP$471,2030.11%12,220CommonNONE
46641Q217BBJPJ P MORGAN EXCHANGE TRADED F$470,8570.11%6,825CommonNONE
40415F101HDBHDFC BANK LTD$470,7150.11%14,221CommonNONE
38267D109GSHDGOOSEHEAD INS INC$459,2390.11%6,133CommonNONE
88322Q108TGTXTG THERAPEUTICS INC$455,1210.11%15,986CommonNONE
85208M102SFMSPROUTS FMRS MKT INC$454,9400.11%5,893CommonNONE
498894104KNFKNIFE RIVER CORP$453,2290.11%5,676CommonNONE
66987V109NVSNOVARTIS AG$451,6540.11%3,191CommonNONE
09789C788XHLFBONDBLOXX ETF TRUST$446,5750.11%8,880CommonNONE
68278B107K4FONESTREAM INC$441,1510.11%18,677CommonNONE
526107107LIILENNOX INTL INC$435,8700.11%822CommonNONE
016255101ALGNALIGN TECHNOLOGY INC$434,3940.11%2,514CommonNONE
12572Q105CMECME GROUP INC$431,2050.10%1,643CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$430,9610.10%541CommonNONE
655663102NDSNNORDSON CORP$429,2370.10%1,643CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$424,4230.10%1,239CommonNONE
00206R102TAT&T INC$412,3590.10%17,189CommonNONE
922908629VOVANGUARD INDEX FDS$410,0600.10%1,373CommonNONE
742718109PGPROCTER AND GAMBLE CO$409,0690.10%2,883CommonNONE
66538H278TMATNORTHERN LTS FD TR IV$407,3630.10%16,288CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$406,1370.10%1,335CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$402,3990.10%3,724CommonNONE
98149E303GLDMWORLD GOLD TR$400,2860.10%4,486CommonNONE
66538H179BUYWNORTHERN LTS FD TR IV$399,3370.10%27,887CommonNONE
114340102AZTAAZENTA INC$398,8050.10%10,517CommonNONE
921909768VXUSVANGUARD STAR FDS$395,7660.10%5,085CommonNONE
808513105SCHWSCHWAB CHARLES CORP$394,5700.10%3,939CommonNONE
717081103PFEPFIZER INC$392,2370.09%15,394CommonNONE
773121108RKLBROCKET LAB CORP$391,6680.09%4,616CommonNONE
902973304USBUS BANCORP DEL$390,1140.09%7,066CommonNONE
G0176J109ALLEALLEGION PLC$387,2020.09%2,380CommonNONE
464288158SUBISHARES TR$383,1310.09%3,582CommonNONE
G6683N103NUNU HLDGS LTD$379,0040.09%21,707CommonNONE
94106L109WMWASTE MGMT INC DEL$378,2970.09%1,712CommonNONE
30214U102EXPOEXPONENT INC$377,0220.09%5,055CommonNONE
907818108UNPUNION PAC CORP$376,0120.09%1,646CommonNONE
M7S64H106MNDYMONDAY COM LTD$369,9270.09%2,499CommonNONE
M2682V108CYBRCYBERARK SOFTWARE LTD$366,7540.09%803CommonNONE
199908104FIXCOMFORT SYS USA INC$363,7590.09%360CommonNONE
464287622IWBISHARES TR$362,7050.09%953CommonNONE
46140H502DBPINVESCO DB MULTI-SECTOR COMM$353,5860.09%3,235CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$352,6410.09%5,465CommonNONE
08265T208BSYBENTLEY SYS INC$350,9930.08%8,746CommonNONE
91347P105OLEDUNIVERSAL DISPLAY CORP$348,7940.08%2,773CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$343,8720.08%1,740CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$340,2080.08%2,910CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$339,1640.08%1,048CommonNONE
41151J505HGERHARBOR ETF TRUST$338,0550.08%13,325CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$336,8950.08%2,330CommonNONE
464287309IVWISHARES TR$335,4600.08%2,691CommonNONE
882508104TXNTEXAS INSTRS INC$333,8040.08%1,754CommonNONE
609207105MDLZMONDELEZ INTL INC$333,7900.08%6,059CommonNONE
11271J107BNBROOKFIELD CORP$332,0000.08%6,966CommonNONE
88076W103TDCTERADATA CORP DEL$330,3360.08%10,401CommonNONE
032095101APHAMPHENOL CORP NEW$327,9740.08%2,340CommonNONE
115236101BROBROWN & BROWN INC$325,8860.08%4,041CommonNONE
369604301GEGE AEROSPACE$323,8410.08%1,007CommonNONE
08975B109BBAIBIGBEAR AI HLDGS INC$317,0180.08%51,132CommonNONE
464287507IJHISHARES TR$315,9710.08%4,572CommonNONE
92939U106WECWEC ENERGY GROUP INC$312,1710.08%2,983CommonNONE
539830109LMTLOCKHEED MARTIN CORP$310,5500.08%572CommonNONE
674599105OXYOCCIDENTAL PETE CORP$307,3920.07%7,172CommonNONE
464287234EEMISHARES TR$307,2420.07%5,377CommonNONE
009158106APDAIR PRODS & CHEMS INC$306,7060.07%1,163CommonNONE
46432F388VLUEISHARES TR$306,0770.07%2,122CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$305,7240.07%1,888CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$300,6030.07%1,130CommonNONE
464286608EZUISHARES INC$298,5310.07%4,528CommonNONE
681116109OLLIOLLIES BARGAIN OUTLET HLDGS$297,5280.07%2,511CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$297,4470.07%1,611CommonNONE
025816109AXPAMERICAN EXPRESS CO$296,7320.07%790CommonNONE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$292,3430.07%4,874CommonNONE
G6700G107NVTNVENT ELECTRIC PLC$291,2850.07%2,764CommonNONE
980745103WWDWOODWARD INC$287,2150.07%892CommonNONE
842587107SOSOUTHERN CO$285,1780.07%3,270CommonNONE
H5919C104ONONON HLDG AG$285,0430.07%5,803CommonNONE
302130109EXPDEXPEDITORS INTL WASH INC$282,3830.07%1,777CommonNONE
485924104KRMNKARMAN HLDGS INC$282,0140.07%2,655CommonNONE
78464A821MDYGSPDR SERIES TRUST$279,5390.07%2,892CommonNONE
920253101VMIVALMONT INDS INC$279,1870.07%656CommonNONE
892356106TSCOTRACTOR SUPPLY CO$276,7800.07%5,373CommonNONE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$274,7760.07%832CommonNONE
345370860FFORD MTR CO$270,0820.07%19,020CommonNONE
464287861IEVISHARES TR$266,4640.06%3,792CommonNONE
760759100RSGREPUBLIC SVCS INC$266,1240.06%1,254CommonNONE
58155Q103MCKMCKESSON CORP$263,5870.06%323CommonNONE
05550J101BJBJS WHSL CLUB HLDGS INC$259,3870.06%2,884CommonNONE
46432F396MTUMISHARES TR$254,6770.06%991CommonNONE
78464A839MDYVSPDR SERIES TRUST$250,8050.06%2,825CommonNONE
595112103MUMICRON TECHNOLOGY INC$250,5740.06%726CommonNONE
33739Q705KNGFIRST TR EXCHANGE-TRADED FD$247,6190.06%4,916CommonNONE
833034101SNASNAP ON INC$247,3620.06%683CommonNONE
G8473T100STESTERIS PLC$247,0610.06%962CommonNONE
922908736VUGVANGUARD INDEX FDS$246,4970.06%502CommonNONE
002896207ANFABERCROMBIE & FITCH CO$244,1210.06%1,955CommonNONE
784117103SEICSEI INVTS CO$242,1030.06%2,790CommonNONE
58506Q109MEDPMEDPACE HLDGS INC$233,8350.06%393CommonNONE
70975L107PENPENUMBRA INC$225,0630.05%698CommonNONE
40637H109HALOHALOZYME THERAPEUTICS INC$224,7290.05%3,101CommonNONE
688239201OSKOSHKOSH CORP$224,2000.05%1,490CommonNONE
26922B535DUBSETF SER SOLUTIONS$221,1270.05%5,787CommonNONE
370334104GISGENERAL MLS INC$220,3690.05%4,941CommonNONE
452327109ILMNILLUMINA INC$216,6840.05%1,536CommonNONE
942622200WSOWATSCO INC$214,7860.05%572CommonNONE
F92124100TTETOTALENERGIES SE$212,6310.05%3,326CommonNONE
69370C100PTCPTC INC$210,4550.05%1,227CommonNONE
36828A101GEVGE VERNOVA INC$210,4050.05%338CommonNONE
872540109TJXTJX COS INC NEW$209,8870.05%1,330CommonNONE
45784P101PODDINSULET CORP$208,1090.05%720CommonNONE
03990B101ARESARES MANAGEMENT CORPORATION$207,0460.05%1,177CommonNONE
639057207NWGNATWEST GROUP PLC$192,6910.05%11,164CommonNONE
05964H105SANBANCO SANTANDER SA$179,4000.04%15,101CommonNONE
45569U101INDIINDIE SEMICONDUCTOR INC$177,0600.04%44,712CommonNONE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$176,1470.04%10,307CommonNONE
539439109LYGLLOYDS BANKING GROUP PLC$153,8590.04%28,440CommonNONE
862945102ASSTSTRIVE INC$75,6640.02%80,000CommonNONE
28106W103EDITEDITAS MEDICINE INC$21,3380.01%10,308CommonNONE

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.