MondegarAI
Gibbs Wealth Management

Q1 2026 · 13F-HR

Gibbs Wealth Managementholdings as filed

Filed 2026-05-13 · accession 0002085853-26-000590

$762.0M
Reported value
433
Positions
2026-03-31
Period end
View analyzed profile →PRO

The Brief · Gibbs Wealth Management · Q1 2026

AI · grounded in 13F

Gibbs Wealth Management established a new position in ADI valued at $9.4M. The fund increased its holdings in NVDA by 173.7% and SPYG by 133.9%. To offset these moves, the fund closed positions in AZNN, ADBE, and INTU.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78464A409SPYGSPDR SERIES TRUST$38.6M5.06%393,753CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$32.6M4.28%715,139CommonNONE
78464A508SPYVSPDR SERIES TRUST$24.6M3.23%434,660CommonNONE
46434V407SHYGISHARES TR$21.9M2.88%518,491CommonNONE
67066G104NVDANVIDIA CORPORATION$20.3M2.66%116,374CommonNONE
46429B267GOVTISHARES TR$19.6M2.57%853,799CommonNONE
78464A383SPMBSPDR SERIES TRUST$18.9M2.48%843,445CommonNONE
78464A664SPTLSPDR SERIES TRUST$15.8M2.07%599,839CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$15.7M2.06%189,502CommonNONE
78468R853SPSMSPDR SERIES TRUST$13.0M1.71%269,984CommonNONE
66538H591SECTNORTHERN LTS FD TR IV$12.8M1.68%212,191CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$11.6M1.52%247,499CommonNONE
594918104MSFTMICROSOFT CORP$10.9M1.44%29,554CommonNONE
037833100AAPLAPPLE INC$10.6M1.39%41,850CommonNONE
023135106AMZNAMAZON COM INC$10.0M1.32%48,162CommonNONE
02079K305GOOGLALPHABET INC$10.0M1.31%34,738CommonNONE
032654105ADIANALOG DEVICES INC$9.4M1.24%29,627CommonNONE
78468R663BILSPDR SERIES TRUST$9.2M1.21%100,526CommonNONE
30303M102METAMETA PLATFORMS INC$8.3M1.08%14,424CommonNONE
88160R101TSLATESLA INC$8.2M1.08%22,064CommonNONE
78464A474SPSBSPDR SERIES TRUST$7.2M0.95%240,202CommonNONE
92826C839VVISA INC$7.1M0.94%23,609CommonNONE
038222105AMATAPPLIED MATLS INC$6.1M0.80%17,898CommonNONE
02079K107GOOGALPHABET INC$6.1M0.80%21,207CommonNONE
68389X105ORCLORACLE CORP$6.0M0.78%40,516CommonNONE
11135F101AVGOBROADCOM INC$5.8M0.76%18,674CommonNONE
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$5.7M0.74%92,546CommonNONE
097023105BABOEING CO$5.6M0.74%28,171CommonNONE
64110L106NFLXNETFLIX INC.$5.5M0.72%57,128CommonNONE
532457108LLYELI LILLY & CO$5.5M0.72%5,940CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$4.8M0.63%96,220CommonNONE
46625H100JPMJPMORGAN CHASE & CO$4.5M0.59%15,177CommonNONE
46435U853USHYISHARES TR$4.2M0.55%112,738CommonNONE
82509L107SHOPSHOPIFY INC$4.1M0.54%34,606CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$4.0M0.53%4,054CommonNONE
78464A201SLYGSPDR SERIES TRUST$4.0M0.53%41,743CommonNONE
47103U845JAAAJANUS DETROIT STR TR$3.7M0.49%73,461CommonNONE
78463V107GLDSPDR GOLD TR$3.7M0.48%8,549CommonNONE
79466L302CRMSALESFORCE INC$3.6M0.47%19,112CommonNONE
166764100CVXCHEVRON CORPORATION$3.5M0.46%17,068CommonNONE
580135101MCDMCDONALDS CORP$3.4M0.45%11,006CommonNONE
75513E101RTXRTX CORPORATION$3.3M0.43%17,031CommonNONE
464287200IVVISHARES TR$3.3M0.43%4,977CommonNONE
718172109PMPHILIP MORRIS INTL INC$3.0M0.40%18,341CommonNONE
859241101STRLSTERLING INFRASTRUCTURE INC$3.0M0.39%7,306CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$2.9M0.38%4CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$2.6M0.34%2,600CALLSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$2.5M0.33%5,647CommonNONE
254687106DISDISNEY WALT CO$2.5M0.33%26,143CommonNONE
949746101WMT2WELLS FARGO & CO$2.5M0.33%31,592CommonNONE
57636Q104MAMASTERCARD INCORPORATED$2.5M0.33%5,030CommonNONE
47103U753JBBBJANUS DETROIT STR TR$2.5M0.32%53,036CommonNONE
780087102RYROYAL BK CDA$2.5M0.32%15,174CommonNONE
00287Y109ABBVABBVIE INC$2.4M0.32%11,233CommonNONE
21036P108STZCONSTELLATION BRANDS INC$2.4M0.31%15,793CommonNONE
060505104BACBANK AMERICA CORP$2.4M0.31%48,399CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$2.3M0.30%32,019CommonNONE
17275R102CSCOCISCO SYS INC$2.2M0.29%28,881CommonNONE
855244109SBUXSTARBUCKS CORP$2.2M0.29%24,683CommonNONE
126650100CVSCVS HEALTH CORP$2.2M0.29%30,430CommonNONE
969457100WMBWILLIAMS COS INC$2.1M0.28%29,302CommonNONE
478160104JNJJOHNSON & JOHNSON$2.1M0.28%8,655CommonNONE
00206R102TAT&T INC$2.1M0.28%72,727CommonNONE
66987V109NVSNOVARTIS AG$2.1M0.28%13,783CommonNONE
548661107LOWLOWES COS INC$2.1M0.27%8,819CommonNONE
29414B104EPAMEPAM SYS INC$2.1M0.27%15,307CommonNONE
03027X100AMTAMERICAN TOWER CORP$2.1M0.27%11,956CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.1M0.27%4,291CommonNONE
47103U852JMBSJANUS DETROIT STR TR$2.1M0.27%45,415CommonNONE
30231G102XOMEXXON MOBIL CORP$2.0M0.26%11,841CommonNONE
149123101CATCATERPILLAR INC$2.0M0.26%2,827CommonNONE
780259305SHELSHELL PLC$2.0M0.26%21,411CommonNONE
713448108PEPPEPSICO INC$2.0M0.26%12,572CommonNONE
74316P645CSMDPROFESIONALLY MANAGED PORTFO$1.9M0.25%61,885CommonNONE
35671D857FCXFREEPORT MCMORAN INC$1.9M0.25%31,872CommonNONE
125523100CITHE CIGNA GROUP$1.9M0.24%6,965CommonNONE
031100100AMEAMETEK INC$1.8M0.24%8,581CommonNONE
617446448MSMORGAN STANLEY$1.8M0.24%11,088CommonNONE
00130H105AESAES CORP$1.8M0.24%129,371CommonNONE
69331C108PCGPG&E CORP$1.8M0.24%103,049CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$1.8M0.23%2,306CommonNONE
231561101CWCURTISS WRIGHT CORP$1.7M0.23%2,565CommonNONE
172967424CCITIGROUP INC$1.7M0.23%15,368CommonNONE
052769106ADSKAUTODESK INC$1.7M0.23%7,276CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$1.7M0.23%26,982CommonNONE
81762P102NOWSERVICENOW INC$1.7M0.23%16,518CommonNONE
92189F411BIZDVANECK ETF TRUST$1.7M0.22%133,606CommonNONE
219350105GLWCORNING INC$1.7M0.22%12,474CommonNONE
126408103CSXCSX CORP$1.7M0.22%40,975CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$1.7M0.22%2,575CommonNONE
026874784AIGAMERICAN INTL GROUP INC$1.7M0.22%22,026CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$1.6M0.22%3,557CommonNONE
931142103WMTWALMART INC$1.6M0.21%13,181CommonNONE
G0593M107AZNASTRAZENECA PLC$1.6M0.21%8,293CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.6M0.21%26,915CommonNONE
008474108AEMAGNICO EAGLE MINES LTD$1.6M0.21%8,039CommonNONE
N07059210ASMLASML HLDG NV$1.6M0.21%1,231CommonNONE
78463X871GWXSPDR INDEX SHS FDS$1.6M0.21%38,251CommonNONE
904767803ULUNILEVER PLC$1.6M0.21%28,262CommonNONE
750917106RMBSRAMBUS INC DEL$1.6M0.21%18,234CommonNONE
833034101SNASNAP ON INC$1.6M0.20%4,293CommonNONE
G87110105FTITECHNIPFMC PLC$1.6M0.20%22,556CommonNONE
607828100MODMODINE MFG CO$1.5M0.20%7,049CommonNONE
55354G100MSCIMSCI INC$1.5M0.20%2,821CommonNONE
67000B104NOVTNOVANTA INC$1.5M0.20%12,806CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.5M0.20%3,074CommonNONE
45867G101IDCCINTERDIGITAL INC$1.5M0.20%4,987CommonNONE
58933Y105MRKMERCK & CO INC$1.5M0.20%12,506CommonNONE
06849F108BBARRICK MNG CORP$1.5M0.20%36,799CommonNONE
69344A206PHYLPGIM ETF TR$1.5M0.20%43,224CommonNONE
56585A102MPCMARATHON PETE CORP$1.4M0.19%5,938CommonNONE
670100205NVONOVO-NORDISK A S$1.4M0.19%39,273CommonNONE
099406100BOOTBOOT BARN HLDGS INC$1.4M0.19%9,740CommonNONE
191216100KOCOCA COLA CO$1.4M0.18%18,367CommonNONE
615394202MOG/AMOOG INC$1.4M0.18%4,733CommonNONE
902673102UFPTUFP TECHNOLOGIES INC$1.3M0.18%6,965CommonNONE
G5960L103MDTMEDTRONIC PLC$1.3M0.17%14,835CommonNONE
69343T107PJTPJT PARTNERS INC$1.3M0.17%9,177CommonNONE
464288414MUBISHARES TR$1.3M0.17%12,074CommonNONE
759916109RGENREPLIGEN CORP$1.3M0.17%10,713CommonNONE
29355X107NPOENPRO INC$1.2M0.16%4,954CommonNONE
244199105DEDEERE & CO$1.2M0.16%2,201CommonNONE
437076102HDHOME DEPOT INC$1.2M0.16%3,734CommonNONE
88033G407THCTENET HEALTHCARE CORP$1.2M0.16%6,472CommonNONE
441593100HLIHOULIHAN LOKEY INC$1.2M0.16%8,412CommonNONE
29446M102EQNREQUINOR ASA$1.2M0.16%28,179CommonNONE
913915104UTIUNIVERSAL TECHNICAL INST INC$1.2M0.16%32,881CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$1.2M0.16%9,049CommonNONE
74164F103PRIMPRIMORIS SVCS CORP$1.2M0.16%8,276CommonNONE
20825C104COPCONOCOPHILLIPS$1.2M0.15%8,910CommonNONE
609839105MPWRMONOLITHIC PWR SYS INC$1.2M0.15%1,058CommonNONE
651639106NEMNEWMONT CORP$1.1M0.15%10,612CommonNONE
F92124100TTETOTALENERGIES SE$1.1M0.15%12,519CommonNONE
525558201LMATLEMAITRE VASCULAR INC$1.1M0.15%10,329CommonNONE
879360105TDYTELEDYNE TECHNOLOGIES INC$1.1M0.15%1,862CommonNONE
98978V103ZTSZOETIS INC$1.1M0.15%9,526CommonNONE
844741108LUVSOUTHWEST AIRLS CO$1.1M0.15%29,879CommonNONE
929740108WABWABTEC$1.1M0.15%4,483CommonNONE
14040H105COFCAPITAL ONE FINL CORP$1.1M0.15%6,128CommonNONE
53220K504LGNDLIGAND PHARMACEUTICALS INC$1.1M0.15%5,563CommonNONE
109641100EATBRINKER INTL INC$1.1M0.15%7,761CommonNONE
46090E103QQQINVESCO QQQ TR$1.1M0.14%1,913CommonNONE
G0403H108AONAON PLC$1.1M0.14%3,291CommonNONE
126117100CNACNA FINL CORP$1.1M0.14%23,036CommonNONE
609207105MDLZMONDELEZ INTL INC$1.1M0.14%18,257CommonNONE
29084Q100EMEEMCOR GROUP INC$1.0M0.14%1,418CommonNONE
M7516K103NVMINOVA LTD$1.0M0.14%2,405CommonNONE
03076K108ABCBAMERIS BANCORP$1.0M0.14%13,370CommonNONE
464288877EFVISHARES TR$1.0M0.14%14,014CommonNONE
747525103QCOMQUALCOMM INC$1.0M0.14%8,058CommonNONE
G5509L101LIVNLIVANOVA PLC$1.0M0.13%16,137CommonNONE
22160N109CSGPCOSTAR GROUP INC$1.0M0.13%25,414CommonNONE
302130109EXPDEXPEDITORS INTL WASH INC$1.0M0.13%7,030CommonNONE
830830105SKYCHAMPION HOMES INC$1.0M0.13%13,498CommonNONE
59156R108METMETLIFE INC$998,2120.13%14,115CommonNONE
G6700G107NVTNVENT ELEC PLC$992,5080.13%8,391CommonNONE
29250N105ENBENBRIDGE INC$984,0480.13%18,176CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$981,3370.13%4,949CommonNONE
15135B101CNCCENTENE CORP DEL$978,3040.13%29,881CommonNONE
216648501COOCOOPER COS INC$974,6890.13%13,632CommonNONE
497266106KEXKIRBY CORP$974,1440.13%7,331CommonNONE
13100M509CALXCALIX INC$957,3630.13%19,542CommonNONE
778296103ROSTROSS STORES INC$952,1700.12%4,395CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$943,2180.12%2,791CommonNONE
141788109CARGCARGURUS INC$942,9810.12%27,694CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$932,9730.12%6,378CommonNONE
88322Q108TGTXTG THERAPEUTICS INC$930,7580.12%28,018CommonNONE
375558103GILDGILEAD SCIENCES INC$923,9850.12%6,629CommonNONE
12572Q105CMECME GROUP INC$922,9680.12%3,125CommonNONE
458665304TILEINTERFACE INC$916,1140.12%36,762CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$905,4680.12%4,451CommonNONE
057665200BCPCBALCHEM CORP$890,6340.12%5,255CommonNONE
512807306LRCXLAM RESEARCH CORP$884,3440.12%4,139CommonNONE
922908736VUGVANGUARD INDEX FDS$872,8890.11%1,998CommonNONE
04911A107AUBATLANTIC UN BANKSHARES CORP$867,3020.11%24,267CommonNONE
81725T100SXTSENSIENT TECHNOLOGIES CORP$864,7930.11%10,005CommonNONE
136375102CNICANADIAN NATL RY CO$860,9050.11%8,377CommonNONE
477839104JBTMJBT MAREL CORPORATION$858,7760.11%6,716CommonNONE
803054204SAPSAP SE$851,5990.11%4,974CommonNONE
717081103PFEPFIZER INC$845,0580.11%30,095CommonNONE
45168D104IDXXIDEXX LABS INC$842,8360.11%1,500CommonNONE
369604301GEGE AEROSPACE$841,3790.11%2,965CommonNONE
784117103SEICSEI INVTS CO$833,9470.11%10,627CommonNONE
313855108FSSFEDERAL SIGNAL CORP$827,1650.11%7,649CommonNONE
053611109AVYAVERY DENNISON CORP$824,9200.11%4,777CommonNONE
369550108GDGENERAL DYNAMICS CORP$824,4690.11%2,402CommonNONE
742718109PGPROCTER & GAMBLE CO$822,9660.11%5,697CommonNONE
004498101ACIWACI WORLDWIDE INC$822,7840.11%20,063CommonNONE
456837103INGING GROEP N.V.$817,3450.11%31,376CommonNONE
05550J101BJBJS WHSL CLUB HLDGS INC$816,2950.11%8,294CommonNONE
46428Q109SLVISHARES SILVER TR$812,7060.11%11,927CommonNONE
464289438IWYISHARES TR$812,4630.11%3,265CommonNONE
955306105WSTWEST PHARMACEUTICAL SVSC INC$806,0740.11%3,216CommonNONE
871607107SNPSSYNOPSYS INC$805,6470.11%2,032CommonNONE
589889104MMSIMERIT MED SYS INC$799,7260.10%11,602CommonNONE
204166102CVLTCOMMVAULT SYS INC$797,7500.10%10,242CommonNONE
988498101YUMYUM BRANDS INC$797,6730.10%5,130CommonNONE
032095101APHAMPHENOL CORP$786,2760.10%6,223CommonNONE
92345Y106VRSKVERISK ANALYTICS INC$783,7020.10%4,130CommonNONE
80105N105SNYSANOFI SA$781,3350.10%16,217CommonNONE
055622104BPBP PLC$781,1870.10%16,621CommonNONE
H1467J104CBCHUBB LTD SWITZ$777,0170.10%2,384CommonNONE
199908104FIXCOMFORT SYS USA INC$776,3910.10%563CommonNONE
008073108AVAVAEROVIRONMENT INC$775,7660.10%4,238CommonNONE
126402106CSWCSW INDUSTRIALS INC$772,3690.10%2,964CommonNONE
20030N101CMCSACOMCAST CORP NEW$772,2030.10%26,896CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$768,7160.10%10,687CommonNONE
110448107BTIBRITISH AMERN TOB PLC$764,2530.10%13,071CommonNONE
147528103CASYCASEYS GEN STORES INC$754,8560.10%1,037CommonNONE
920253101VMIVALMONT INDS INC$751,2000.10%1,880CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$750,7420.10%13,890CommonNONE
464287507IJHISHARES TR$742,4920.10%10,995CommonNONE
45245E109IMAXIMAX CORP$740,3590.10%19,478CommonNONE
835699307SONYSONY GROUP CORP$738,3490.10%35,669CommonNONE
422806208HEI/AHEICO CORP NEW$730,3760.10%3,460CommonNONE
237266101DARDARLING INGREDIENTS INC$726,4280.10%11,745CommonNONE
679580100ODFLOLD DOMINION FREIGHT LINE IN$722,8200.09%3,699CommonNONE
78464A821MDYGSPDR SERIES TRUST$722,3050.09%7,527CommonNONE
002824100ABTABBOTT LABORATORIES$708,7450.09%6,903CommonNONE
464287440IEFISHARES TR$704,1570.09%7,378CommonNONE
674599105OXYOCCIDENTAL PETE CORP$696,2510.09%10,712CommonNONE
70975L107PENPENUMBRA INC$695,8160.09%2,119CommonNONE
12541W209CHRWC H ROBINSON WORLDWIDE IN$691,9980.09%4,167CommonNONE
075887109BDXBECTON DICKINSON & CO$691,9210.09%4,400CommonNONE
224441105CXTCRANE NXT CO$687,0670.09%16,927CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$681,4710.09%13,465CommonNONE
46432F339QUALISHARES TR$669,5120.09%3,490CommonNONE
922908629VOVANGUARD INDEX FDS$661,5430.09%2,304CommonNONE
00790R104WMSADVANCED DRAIN SYS INC DEL$660,6950.09%4,818CommonNONE
92346J108VCELVERICEL CORP$659,6780.09%20,506CommonNONE
003264108SIVRABRDN SILVER ETF TRUST$655,9480.09%9,160CommonNONE
911312106UPSUNITED PARCEL SVCS INC$655,8640.09%6,667CommonNONE
37733W204GSKGSK PLC$654,6990.09%11,863CommonNONE
78464A839MDYVSPDR SERIES TRUST$646,1890.08%7,589CommonNONE
009066101ABNBAIRBNB INC$642,7650.08%5,090CommonNONE
902973304USBUS BANCORP$640,7640.08%12,320CommonNONE
892356106TSCOTRACTOR SUPPLY CO$637,5380.08%14,074CommonNONE
98585X104YETIYETI HLDGS INC$636,0070.08%17,382CommonNONE
485924104KRMNKARMAN HLDGS INC$634,4760.08%7,926CommonNONE
464289420IWXISHARES TR$625,0590.08%6,745CommonNONE
73278L105POOLPOOL CORP$624,0620.08%3,084CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$622,1930.08%1,493CommonNONE
907818108UNPUNION PAC CORP$621,0170.08%2,560CommonNONE
438128308HMCHONDA MOTOR CO LTD$615,3820.08%25,314CommonNONE
G7S00T104PNRPENTAIR PLC$613,0330.08%7,037CommonNONE
65339F101NEENEXTERA ENERGY INC$610,1290.08%6,569CommonNONE
539439109LYGLLOYDS BANKING GROUP PLC$607,6780.08%120,811CommonNONE
75281A109RRCRANGE RES CORP$604,4810.08%13,379CommonNONE
882508104TXNTEXAS INSTRS INC$600,4750.08%3,093CommonNONE
49714P108KNSLKINSALE CAP GROUP INC$598,5910.08%1,752CommonNONE
852234103XYZBLOCK INC$591,8700.08%9,835CommonNONE
58506Q109MEDPMEDPACE HLDGS INC$586,3120.08%1,221CommonNONE
40637H109HALOHALOZYME THERAPEUTICS INC$584,8370.08%9,049CommonNONE
144285103CRSCARPENTER TECHNOLOGY CORP$582,9470.08%1,479CommonNONE
46432F842IEFAISHARES TR$575,2320.08%6,354CommonNONE
74112D101PBHPRESTIGE CONSMR HEALTHCARE I$568,1030.07%9,585CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$565,4150.07%4,313CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$564,2290.07%4,146CommonNONE
781154109RBRKRUBRIK INC.$560,9510.07%11,455CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$559,2880.07%3,556CommonNONE
00187Y100APGAPI GROUP CORP$554,3540.07%13,681CommonNONE
407497106HLNEHAMILTON LANE INC$553,5960.07%5,569CommonNONE
294429105EFXEQUIFAX INC$553,5760.07%3,074CommonNONE
50212V100LPLALPL FINL HLDGS INC$550,5360.07%1,830CommonNONE
40131M109GHGUARDANT HEALTH INC$548,2160.07%5,935CommonNONE
114340102AZTAAZENTA INC$546,9290.07%25,884CommonNONE
303075105FDSFACTSET RESH SYS INC$546,1950.07%2,517CommonNONE
46140H502DBPINVESCO DB MULTI-SECTOR COMM$544,0380.07%4,944CommonNONE
533900106LECOLINCOLN ELEC HLDGS INC$541,7590.07%2,175CommonNONE
03674X106ARANTERO RESOURCES CORP$540,2610.07%12,730CommonNONE
25243Q205DEODIAGEO PLC$537,1980.07%7,216CommonNONE
88076W103TDCTERADATA CORP DEL$537,1790.07%20,959CommonNONE
36828A101GEVGE VERNOVA INC$535,9600.07%614CommonNONE
016255101ALGNALIGN TECHNOLOGY INC$535,8910.07%3,126CommonNONE
94106L109WMWASTE MGMT INC DEL$534,3550.07%2,325CommonNONE
37045V100GMGENERAL MTRS CO$533,2720.07%7,158CommonNONE
29362U104ENTGENTEGRIS INC$531,8100.07%4,536CommonNONE
438516106HONHONEYWELL INTL INC$531,4050.07%2,351CommonNONE
92939U106WECWEC ENERGY GROUP INC$531,2690.07%4,589CommonNONE
009158106APDAIR PRODUCTS AND CHEMICALS I$530,7570.07%1,827CommonNONE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$530,0690.07%8,867CommonNONE
655844108NSCNORFOLK SOUTHN CORP$529,8020.07%1,846CommonNONE
M6191J100FROGJFROG LTD$526,3190.07%11,215CommonNONE
808513105SCHWSCHWAB CHARLES CORP$525,7610.07%5,594CommonNONE
69370C100PTCPTC INC$523,6510.07%3,675CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$523,2330.07%11,568CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$521,1380.07%3,222CommonNONE
18915M107NETCLOUDFLARE INC$519,3580.07%2,517CommonNONE
G8473T100STESTERIS PLC$518,5500.07%2,345CommonNONE
78468R523BILSSPDR SERIES TRUST$517,3860.07%5,203CommonNONE
655663102NDSNNORDSON CORP$517,0070.07%1,943CommonNONE
420261109HWKNHAWKINS INC$516,5560.07%3,363CommonNONE
654106103NKENIKE INC$515,6970.07%9,763CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$514,8420.07%2,124CommonNONE
66538H278TMATNORTHERN LTS FD TR IV$514,5370.07%22,188CommonNONE
78464A300SLYVSPDR SERIES TRUST$513,8940.07%5,433CommonNONE
595112103MUMICRON TECHNOLOGY INC$512,2500.07%1,516CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$511,1200.07%5,537CommonNONE
46432F396MTUMISHARES TR$503,5490.07%2,098CommonNONE
681116109OLLIOLLIES BARGAIN OUTLET HLDGS$499,5010.07%5,427CommonNONE
007973100AEISADVANCED ENERGY INDS$495,6820.07%1,536CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$491,2520.06%1,759CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$490,7280.06%1,012CommonNONE
66538H179BUYWNORTHERN LTS FD TR IV$490,5940.06%34,844CommonNONE
05722G100BKRBAKER HUGHES COMPANY$490,4140.06%8,033CommonNONE
571903202MARMARRIOTT INTL INC NEW$489,6240.06%1,497CommonNONE
78468R622JNKSPDR SERIES TRUST$486,2580.06%5,080CommonNONE
464287234EEMISHARES TR$485,6120.06%8,551CommonNONE
81141R100SESEA LTD$481,2090.06%5,811CommonNONE
46432F388VLUEISHARES TR$480,6020.06%3,380CommonNONE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$478,7850.06%1,647CommonNONE
458140100INTCINTEL CORP$477,4530.06%10,819CommonNONE
464288158SUBISHARES TR$477,2270.06%4,481CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$474,2470.06%12,204CommonNONE
921909768VXUSVANGUARD STAR FDS$474,0720.06%6,148CommonNONE
464287309IVWISHARES TR$473,3660.06%4,185CommonNONE
539830109LMTLOCKHEED MARTIN CORP$473,2780.06%783CommonNONE
404280406HSBCHSBC HLDGS PLC$471,8430.06%5,720CommonNONE
09789C788XHLFBONDBLOXX ETF TRUST$470,9890.06%9,358CommonNONE
759530108RELXRELX PLC$467,9460.06%14,116CommonNONE
452327109ILMNILLUMINA INC$465,9230.06%3,780CommonNONE
260557103DOWDOW HLDGS INC$462,4820.06%11,104CommonNONE
53656G332RSMVLISTED FDS TR$462,0330.06%17,452CommonNONE
45784P101PODDINSULET CORP$460,8080.06%2,196CommonNONE
03076C106AMPAMERIPRISE FINL INC$458,6210.06%1,032CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$456,7690.06%2,811CommonNONE
464286608EZUISHARES INC$455,7690.06%7,276CommonNONE
922908744VTVVANGUARD INDEX FDS$453,5160.06%2,312CommonNONE
60471A101MIRMIRION TECHNOLOGIES INC$444,7100.06%23,922CommonNONE
526107107LIILENNOX INTL INC$441,8770.06%952CommonNONE
464287622IWBISHARES TR$437,1570.06%1,226CommonNONE
G93A5A101VIKVIKING HOLDINGS LTD$435,6630.06%5,929CommonNONE
760759100RSGREPUBLIC SVCS INC$429,7170.06%1,962CommonNONE
339750101FNDFLOOR & DECOR HLDGS INC$427,0240.06%8,406CommonNONE
09073M104TECHBIO-TECHNE CORP$424,9260.06%8,131CommonNONE
292765104EPACENERPAC TOOL GROUP CORP$423,5630.06%11,614CommonNONE
58733R102MELIMERCADOLIBRE INC$418,4230.05%242CommonNONE
22052L104CTVACORTEVA INC$415,4530.05%4,963CommonNONE
464287861IEVISHARES TR$412,7360.05%6,075CommonNONE
G0176J109ALLEALLEGION PLC$412,0420.05%2,836CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$408,9300.05%2,193CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$400,6710.05%1,972CommonNONE
05964H105SANBANCO SANTANDER SA$398,5560.05%35,333CommonNONE
15118V207CELHCELSIUS HLDGS INC$398,1920.05%11,223CommonNONE
30214U102EXPOEXPONENT INC$392,7960.05%6,020CommonNONE
11271J107BNBROOKFIELD CORP$389,5240.05%9,625CommonNONE
606822104MUFGMITSUBISHI UFJ FINANCIAL GRO$389,2750.05%22,939CommonNONE
19247G107COHRCOHERENT CORP$388,2830.05%1,630CommonNONE
00650F109ADPTADAPTIVE BIOTECHNOLOGIES COR$382,9770.05%27,592CommonNONE
025816109AXPAMERICAN EXPRESS CO$380,2250.05%1,257CommonNONE
002824100ABTABBOTT LABORATORIES$379,8790.05%3,700CALLSOLE
46432F834IXUSISHARES TR$379,7430.05%4,383CommonNONE
74743L100QQNITY ELECTRONICS INC$377,6380.05%3,273CommonNONE
26856L103ELFE L F BEAUTY INC$376,6910.05%6,215CommonNONE
33739Q705KNGFIRST TR EXCHANGE-TRADED FD$369,8550.05%7,593CommonNONE
88146M101TRNOTERRENO RLTY CORP$365,2230.05%5,946CommonNONE
46434G103IEMGISHARES INC$364,7390.05%5,229CommonNONE
41151J505HGERHARBOR ETF TRUST$362,6310.05%11,694CommonNONE
98138H101WDAYWORKDAY INC$361,8280.05%2,785CommonNONE
26614N102DDDUPONT DE NEMOURS INC$352,7060.05%7,701CommonNONE
056525108BMIBADGER METER INC$352,7000.05%2,315CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$352,3010.05%2,547CommonNONE
98850P109YUMCYUM CHINA HLDGS INC$351,3380.05%7,202CommonNONE
884903808TRI4EURTHOMSON REUTERS CORP$349,3920.05%3,883CommonNONE
02209S103MOALTRIA GROUP INC$349,0220.05%5,289CommonNONE
682680103OKEONEOK INC NEW$348,8150.05%3,859CommonNONE
426281101JKHYHENRY JACK & ASSOC INC$347,2180.05%2,197CommonNONE
302081104EXLSEXLSERVICE HLDGS INC$347,1600.05%11,401CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$347,1190.05%1,809CommonNONE
12514G108CDWCDW CORP$346,8640.05%2,866CommonNONE
58155Q103MCKMCKESSON CORP$341,8180.04%395CommonNONE
78351F107RYANRYAN SPECIALTY HOLDINGS INC$335,3560.04%9,939CommonNONE
98149E303GLDMWORLD GOLD TR$332,4790.04%3,587CommonNONE
464287614IWFISHARES TR$330,0380.04%774CommonNONE
942622200WSOWATSCO INC$324,1370.04%891CommonNONE
688239201OSKOSHKOSH CORP$322,0950.04%2,188CommonNONE
74340W103PLDPROLOGIS INC.$318,8180.04%2,412CommonNONE
81768T108SFBSSERVISFIRST BANCSHARES INC$316,8560.04%4,351CommonNONE
842587107SOSOUTHERN CO$314,6940.04%3,260CommonNONE
115236101BROBROWN & BROWN INC$313,2940.04%4,804CommonNONE
91347P105OLEDUNIVERSAL DISPLAY CORP$312,8760.04%3,413CommonNONE
89679E300TFINTRIUMPH FINANCIAL INC$311,5450.04%5,222CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$310,7660.04%796CommonNONE
922908363VOOVANGUARD INDEX FDS$310,7620.04%520CommonNONE
767204100RIORIO TINTO PLC$310,0030.04%3,323CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$308,2210.04%1,139CommonNONE
922908769VTIVANGUARD INDEX FDS$307,4860.04%958CommonNONE
872540109TJXTJX COS INC NEW$301,8330.04%1,890CommonNONE
464287598IWDISHARES TR$298,7110.04%1,398CommonNONE
617700109MORNMORNINGSTAR INC$296,3520.04%1,753CommonNONE
891092108TTCTORO CO$295,4570.04%3,162CommonNONE
46429B747STIPISHARES TR$294,5690.04%2,848CommonNONE
08975B109BBAIBIGBEAR AI HLDGS INC$294,5610.04%83,682CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$290,9220.04%1,398CommonNONE
90337L108USPHU S PHYSICAL THERAPY$286,5730.04%3,823CommonNONE
345370860FFORD MTR CO$285,4420.04%24,735CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$279,7610.04%1,889CommonNONE
G6683N103NUNU HLDGS LTD$277,7000.04%19,325CommonNONE
14149Y108CAHCARDINAL HEALTH INC$273,4350.04%1,294CommonNONE
452308109ITWILLINOIS TOOL WKS INC$267,8380.04%1,029CommonNONE
311900104FASTFASTENAL CO$264,2480.03%5,695CommonNONE
756109104OREALTY INCOME CORP$260,9960.03%4,266CommonNONE
49177J102KVUEKENVUE INC$255,5830.03%14,825CommonNONE
922908751VBVANGUARD INDEX FDS$255,1100.03%974CommonNONE
171484108CHDNCHURCHILL DOWNS INC$248,6490.03%2,768CommonNONE
464287465EFAISHARES TR$247,1440.03%2,544CommonNONE
071813109BAXBAXTER INTL INC$243,5500.03%14,497CommonNONE
639057207NWGNATWEST GROUP PLC$242,2290.03%16,257CommonNONE
252131107DXCMDEXCOM INC$236,0660.03%3,759CommonNONE
691543847OXLCOXFORD LANE CAP CORP$227,8290.03%23,295CommonNONE
G29183103ETNEATON CORP PLC$227,1200.03%635CommonNONE
03990B101ARESARES MANAGEMENT CORPORATION$225,4000.03%2,066CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$224,2060.03%3,573CommonNONE
872590104TMUST-MOBILE US INC$222,4220.03%1,059CommonNONE
775711104ROLROLLINS INC$221,8720.03%4,154CommonNONE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$215,3170.03%6,376CommonNONE
63947X101NCNONCINO INC$214,3040.03%14,306CommonNONE
26922B535DUBSETF SER SOLUTIONS$208,7140.03%5,788CommonNONE
66538H237INTLNORTHERN LTS FD TR IV$207,9810.03%7,331CommonNONE
78463M107SPSCSPS COMM INC$207,7050.03%3,731CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$207,4630.03%1,878CommonNONE
91913Y100VLOVALERO ENERGY CORP$206,5580.03%836CommonNONE
59522J103MAAMID-AMER APT CMNTYS INC$206,1380.03%1,688CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$205,2710.03%13,116CommonNONE
808524862SCHOSCHWAB STRATEGIC TR$204,1350.03%8,411CommonNONE
746729839FTCAPUTNAM ETF TRUST$201,5470.03%27,685CommonNONE
127097103CTRACOTERRA ENERGY INC$200,6490.03%5,710CommonNONE
45569U101INDIINDIE SEMICONDUCTOR INC$144,3270.02%44,822CommonNONE
405552100HLNHALEON PLC$133,8610.02%13,373CommonNONE
00123Q104AGNCAGNC INVT CORP$128,3640.02%12,798CommonNONE
78463V107GLDSPDR GOLD TR$43,0290.01%100CALLSOLE
28106W103EDITEDITAS MEDICINE INC$25,4610.00%10,308CommonNONE
31447E105FEMYFEMASYS INC$5,0840.00%12,100CommonNONE

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.