MondegarAI
ENTRUST FINANCIAL LLC

Q1 2026 · 13F-HR

ENTRUST FINANCIAL LLCholdings as filed

Filed 2026-05-12 · accession 0002109860-26-000002

$143.0M
Reported value
433
Positions
2026-03-31
Period end
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The Brief · ENTRUST FINANCIAL LLC · Q1 2026

AI · grounded in 13F

ENTRUST FINANCIAL LLC significantly increased its position in JGRW by 11,023.11%. The fund also accumulated shares in DFAI and DFEM, increasing those holdings by 2,180.30% and 379.40% respectively. On the sell side, the fund trimmed its position in QUAL by 93.12%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908769VTIVANGUARD INDEX FDS$19.7M13.8%61,535CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$16.1M11.3%414,296CommonNONE
921932505VOOGVANGUARD ADMIRAL FDS INC$15.1M10.6%37,091CommonNONE
25434V831DUHPDIMENSIONAL ETF TRUST$14.9M10.4%405,888CommonNONE
25434V203DFAIDIMENSIONAL ETF TRUST$8.4M5.84%214,439CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$7.5M5.26%117,440CommonNONE
25434V880DFAXDIMENSIONAL ETF TRUST$7.2M5.01%210,723CommonNONE
921937835BNDVANGUARD BD INDEX FDS$5.1M3.56%69,107CommonNONE
46138E537PZAINVESCO EXCH TRADED FD TR II$3.9M2.72%169,396CommonNONE
037833100AAPLAPPLE INC$2.3M1.62%9,126CommonNONE
25434V732DFEMDIMENSIONAL ETF TRUST$2.3M1.62%66,938CommonNONE
92206C771VMBSVANGUARD SCOTTSDALE FDS$2.2M1.57%47,875CommonNONE
922908363VOOVANGUARD INDEX FDS$1.9M1.34%3,209CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$1.9M1.32%34,863CommonNONE
594918104MSFTMICROSOFT CORP$1.6M1.14%4,420CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.6M1.12%3,355CommonNONE
89834G562JGRWTRUST FOR PROFESSIONAL MANAG$1.4M0.95%55,838CommonNONE
98149E303GLDMWORLD GOLD TR$1.3M0.94%14,458CommonNONE
921909768VXUSVANGUARD STAR FDS$1.3M0.93%17,199CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$1.2M0.87%21,286CommonNONE
61774R205CVLCMORGAN STANLEY ETF TRUST$1.2M0.84%15,041CommonNONE
922908751VBVANGUARD INDEX FDS$1.1M0.77%4,196CommonNONE
92206C847VGLTVANGUARD SCOTTSDALE FDS$905,4920.63%16,358CommonNONE
46625H100JPMJPMORGAN CHASE & CO$775,8250.54%2,637CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$645,3180.45%2,662CommonNONE
921910840MGVVANGUARD WORLD FD$573,9140.40%3,959CommonNONE
30231G102XOMEXXON MOBIL CORP$522,6160.37%3,080CommonNONE
921910816MGKVANGUARD WORLD FD$498,9380.35%1,358CommonNONE
02079K107GOOGALPHABET INC$440,7550.31%1,536CommonNONE
922908736VUGVANGUARD INDEX FDS$372,1350.26%852CommonNONE
149123101CATCATERPILLAR INC$371,9420.26%525CommonNONE
464287150ITOTISHARES TR$361,4530.25%2,538CommonNONE
750236101RDNRADIAN GROUP INC$355,9410.25%10,760CommonNONE
F92124100TTETOTALENERGIES SE$352,4570.25%3,874CommonNONE
69351T106PPLPPL CORP$346,5250.24%9,071CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$346,0200.24%1,663CommonNONE
17275R102CSCOCISCO SYS INC$331,5120.23%4,273CommonNONE
78464A763SDYSPDR SERIES TRUST$318,6220.22%2,183CommonNONE
67066G104NVDANVIDIA CORPORATION$315,1480.22%1,807CommonNONE
023135106AMZNAMAZON COM INC$315,1130.22%1,513CommonNONE
65339F101NEENEXTERA ENERGY INC$290,6290.20%3,129CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GROUP$289,9890.20%3,582CommonNONE
78467Y107MDYSTATE STR SPDR S&P MIDCAP 40$277,6700.19%450CommonNONE
02079K305GOOGLALPHABET INC$267,8430.19%931CommonNONE
464287226AGGISHARES TR$259,4630.18%2,614CommonNONE
416515104HIGHARTFORD INSURANCE GROUP INC$239,6170.17%1,772CommonNONE
00287Y109ABBVABBVIE INC$231,7810.16%1,066CommonNONE
922908595VBKVANGUARD INDEX FDS$196,4630.14%650CommonNONE
46429B689EFAVISHARES TR$195,2870.14%2,137CommonNONE
922908611VBRVANGUARD INDEX FDS$191,6940.13%882CommonNONE
25746U109DDOMINION ENERGY INC$189,0160.13%3,058CommonNONE
25434V625DCORDIMENSIONAL ETF TRUST$187,0120.13%2,594CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$183,9250.13%855CommonNONE
09290D101BLKBLACKROCK INC$173,1080.12%180CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$170,1990.12%1,149CommonNONE
742718109PGPROCTER & GAMBLE CO$166,9600.12%1,156CommonNONE
14020Y201CGMUCAPITAL GRP FIXED INCM ETF T$162,8350.11%5,998CommonNONE
03831W108APPAPPLOVIN CORP$150,0460.10%377CommonNONE
958102105WDCWESTERN DIGITAL CORP$148,2290.10%548CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$148,0230.10%438CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$144,3180.10%1,316CommonNONE
92826C839VVISA INC$138,2820.10%458CommonNONE
92206C623VTWGVANGUARD SCOTTSDALE FDS$135,7580.09%593CommonNONE
478160104JNJJOHNSON & JOHNSON$132,2600.09%541CommonNONE
776696106ROPROPER TECHNOLOGIES INC$131,2830.09%371CommonNONE
097023105BABOEING CO$127,3310.09%640CommonNONE
464287655IWMISHARES TR$127,1890.09%513CommonNONE
29670G102WTRGESSENTIAL UTILS INC$126,7720.09%3,148CommonNONE
75513E101RTXRTX CORPORATION$125,8920.09%653CommonNONE
922908744VTVVANGUARD INDEX FDS$124,5760.09%635CommonNONE
464287168DVYISHARES TR$120,9770.08%799CommonNONE
20825C104COPCONOCOPHILLIPS$120,6290.08%914CommonNONE
464287614IWFISHARES TR$120,1820.08%282CommonNONE
89832Q109TFCTRUIST FINL CORP$118,8860.08%2,586CommonNONE
922908629VOVANGUARD INDEX FDS$116,7320.08%406CommonNONE
78463V107GLDSPDR GOLD TR$116,1790.08%270CommonNONE
219350105GLWCORNING INC$113,8070.08%837CommonNONE
922908652VXFVANGUARD INDEX FDS$113,4150.08%551CommonNONE
713448108PEPPEPSICO INC$111,5910.08%719CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$109,1080.08%168CommonNONE
00206R102TAT&T INC$108,1980.08%3,732CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$107,6920.08%2,803CommonNONE
808513105SCHWSCHWAB CHARLES CORP$106,9570.07%1,138CommonNONE
68389X105ORCLORACLE CORP$104,4490.07%710CommonNONE
882508104TXNTEXAS INSTRS INC$103,2830.07%532CommonNONE
464288257ACWIISHARES TR$103,2670.07%746CommonNONE
896239100TRMBTRIMBLE INC$102,9330.07%1,578CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$102,3400.07%752CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$101,9270.07%736CommonNONE
57636Q104MAMASTERCARD INCORPORATED$100,9490.07%202CommonNONE
002824100ABTABBOTT LABORATORIES$99,6400.07%970CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$99,5140.07%749CommonNONE
717081103PFEPFIZER INC$98,3080.07%3,501CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$97,2590.07%1,937CommonNONE
921910873MGCVANGUARD WORLD FD$94,5240.07%400CommonNONE
20030N101CMCSACOMCAST CORP NEW$88,1840.06%3,072CommonNONE
22052L104CTVACORTEVA INC$88,0130.06%1,051CommonNONE
56501R106MFCMANULIFE FINL CORP$87,5810.06%2,543CommonNONE
46432F339QUALISHARES TR$85,6950.06%447CommonNONE
G54950103LINLINDE PLC$83,7840.06%169CommonNONE
464287507IJHISHARES TR$82,3870.06%1,220CommonNONE
88579Y101MMM3M CO$78,5700.05%541CommonNONE
Y2573F102FLEXFLEXTRONICS INTL LTD$78,5520.05%1,200CommonNONE
464287697IDUISHARES TR$77,6220.05%669CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$76,2330.05%221CommonNONE
060505104BACBANK AMERICA CORP$75,5310.05%1,549CommonNONE
254687106DISDISNEY WALT CO$71,5150.05%742CommonNONE
30303M102METAMETA PLATFORMS INC$70,9450.05%124CommonNONE
244199105DEDEERE & CO$70,8970.05%126CommonNONE
14149Y108CAHCARDINAL HEALTH INC$70,7890.05%335CommonNONE
291011104EMREMERSON ELEC CO$70,1010.05%535CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$70,0350.05%1,851CommonNONE
58155Q103MCKMCKESSON CORP$68,4260.05%79CommonNONE
46284V101IRMIRON MTN INC DEL$65,7260.05%643CommonNONE
548661107LOWLOWES COS INC$64,0150.04%271CommonNONE
66987V109NVSNOVARTIS AG$63,8500.04%418CommonNONE
369604301GEGE AEROSPACE$63,5650.04%224CommonNONE
G0450A105ACGLARCH CAP GROUP LTD$62,1060.04%647CommonNONE
438516106HONHONEYWELL INTL INC$61,4810.04%272CommonNONE
58933Y105MRKMERCK & CO INC$60,3340.04%502CommonNONE
437076102HDHOME DEPOT INC$59,5890.04%181CommonNONE
433000106HIMSHIMS & HERS HEALTH INC$58,7720.04%2,831CommonNONE
50212V100LPLALPL FINL HLDGS INC$58,0990.04%193CommonNONE
693506107PPGPPG INDS INC$57,7020.04%540CommonNONE
14040H105COFCAPITAL ONE FINL CORP$56,5540.04%310CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$56,2970.04%343CommonNONE
452327109ILMNILLUMINA INC$55,4670.04%450CommonNONE
95040Q104WELLWELLTOWER INC$55,4350.04%280CommonNONE
891160509TDTORONTO DOMINION BK ONT$54,5390.04%584CommonNONE
92556V106VTRSVIATRIS INC$54,4320.04%4,029CommonNONE
G0593M107AZNASTRAZENECA PLC$54,0390.04%274CommonNONE
922908512VOEVANGUARD INDEX FDS$53,8120.04%292CommonNONE
360271100FULTFULTON FINL CORP PA$53,5680.04%2,634CommonNONE
842587107SOSOUTHERN CO$52,6040.04%545CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$52,4020.04%864CommonNONE
949746101WMT2WELLS FARGO & CO$52,2250.04%656CommonNONE
12541W209CHRWC H ROBINSON WORLDWIDE IN$50,9840.04%307CommonNONE
126650100CVSCVS HEALTH CORP$50,5210.04%703CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$49,7890.03%184CommonNONE
31488V107FERGFERGUSON ENTERPRISES INC$49,6850.03%213CommonNONE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$49,4150.03%175CommonNONE
81141R100SESEA LTD$48,6930.03%588CommonNONE
125523100CITHE CIGNA GROUP$47,7490.03%179CommonNONE
464287762IYHISHARES TR$47,4820.03%770CommonNONE
701094104PHPARKER-HANNIFIN CORP$47,4480.03%53CommonNONE
88160R101TSLATESLA INC$45,7260.03%123CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$45,6290.03%576CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$44,8830.03%617CommonNONE
45104G104IBNICICI BANK LIMITED$42,9170.03%1,657CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$42,8680.03%96CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$42,7230.03%197CommonNONE
316773100FITBFIFTH THIRD BANCORP$42,6040.03%917CommonNONE
922908538VOTVANGUARD INDEX FDS$42,4390.03%165CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$41,6820.03%149CommonNONE
759351604RGAREINSURANCE GROUP AMER INC$40,0160.03%196CommonNONE
45073V108ITTITT INC$39,8990.03%209CommonNONE
235851102DHRDANAHER CORP DEL$39,4370.03%208CommonNONE
92206C813VCLTVANGUARD SCOTTSDALE FDS$39,2280.03%525CommonNONE
98419M100XYLXYLEM INC$39,1690.03%328CommonNONE
032654105ADIANALOG DEVICES INC$38,8140.03%122CommonNONE
165303108CPKCHESAPEAKE UTILS CORP$37,9110.03%300CommonNONE
969457100WMBWILLIAMS COS INC$34,7000.02%477CommonNONE
79466L302CRMSALESFORCE INC$34,1610.02%183CommonNONE
025816109AXPAMERICAN EXPRESS CO$33,5760.02%111CommonNONE
902681105UGIUGI CORP NEW$33,3610.02%916CommonNONE
00846U101AAGILENT TECHNOLOGIES INC$32,4850.02%285CommonNONE
00724F101ADBEADOBE INC$32,3300.02%133CommonNONE
670100205NVONOVO-NORDISK A S$32,1200.02%874CommonNONE
46429B697USMVISHARES TR$32,0740.02%346CommonNONE
410867105THGHANOVER INS GROUP INC$31,7170.02%183CommonNONE
693718108PCARPACCAR INC$31,6470.02%274CommonNONE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$31,5230.02%470CommonNONE
11271J107BNBROOKFIELD CORP$31,1220.02%769CommonNONE
718172109PMPHILIP MORRIS INTL INC$30,8060.02%186CommonNONE
670657105XNEAXNUVEEN AMT FREE QLTY MUN INC$30,6250.02%2,727CommonNONE
747525103QCOMQUALCOMM INC$30,5210.02%237CommonNONE
494368103KMBKIMBERLY-CLARK CORP$30,3450.02%315CommonNONE
617446448MSMORGAN STANLEY$30,1740.02%183CommonNONE
464287309IVWISHARES TR$30,1720.02%267CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$29,3610.02%38CommonNONE
146280508SILASILA REALTY TRUST INC$29,0080.02%1,225CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$28,7930.02%166CommonNONE
743315103PGRPROGRESSIVE CORP$28,7450.02%145CommonNONE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$28,4640.02%48CommonNONE
166764100CVXCHEVRON CORPORATION$27,7260.02%134CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$27,4420.02%94CommonNONE
58507V107MDLNMEDLINE INC$27,3680.02%615CommonNONE
57667L107MTCHMATCH GROUP INC NEW$26,7800.02%872CommonNONE
872540109TJXTJX COS INC NEW$26,6700.02%167CommonNONE
66765N105NWNNORTHWEST NAT HLDG CO$26,6100.02%500CommonNONE
038222105AMATAPPLIED MATLS INC$26,3180.02%77CommonNONE
30212P303EXPEEXPEDIA GROUP INC$26,0910.02%113CommonNONE
674599105OXYOCCIDENTAL PETE CORP$26,0000.02%400CommonNONE
009066101ABNBAIRBNB INC$25,2560.02%200CommonNONE
65290E101NXTNEXTPOWER INC$25,1950.02%209CommonNONE
911312106UPSUNITED PARCEL SVCS INC$24,6690.02%251CommonNONE
501889208LKQLKQ CORP$24,4070.02%831CommonNONE
172967424CCITIGROUP INC$24,3840.02%215CommonNONE
09260D107BXBLACKSTONE INC$24,3570.02%212CommonNONE
H1467J104CBCHUBB LTD SWITZ$23,9890.02%74CommonNONE
01973R101ALSNALLISON TRANSMISSION HLDGS I$23,7640.02%203CommonNONE
55354G100MSCIMSCI INC$23,7170.02%44CommonNONE
380237107GDDYGODADDY INC$23,4790.02%284CommonNONE
084423102WRBBERKLEY W R CORP$23,3310.02%352CommonNONE
30161N101EXCEXELON CORP$23,2020.02%473CommonNONE
11135F101AVGOBROADCOM INC$23,0980.02%75CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$23,0030.02%23CommonNONE
031162100AMGNAMGEN INC$22,8710.02%65CommonNONE
21036P108STZCONSTELLATION BRANDS INC$22,8000.02%152CommonNONE
092528793MBBABLACKROCK ETF TRUST II$22,5370.02%453CommonNONE
969904101WSMWILLIAMS SONOMA INC$22,5310.02%124CommonNONE
879360105TDYTELEDYNE TECHNOLOGIES INC$22,3860.02%37CommonNONE
464287804IJRISHARES TR$22,2400.02%179CommonNONE
98983L108ZWSZURN ELKAY WATER SOLNS CORP$21,9270.02%489CommonNONE
29414B104EPAMEPAM SYS INC$21,6640.02%160CommonNONE
464287200IVVISHARES TR$21,5560.02%33CommonNONE
902973304USBUS BANCORP$21,5330.02%414CommonNONE
942622200WSOWATSCO INC$21,4640.02%59CommonNONE
464287739IYRISHARES TR$21,2760.01%225CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$21,1500.01%25CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$21,1170.01%375CommonNONE
00508Y102AYIACUITY INC$21,0170.01%75CommonNONE
903731107ULSUL SOLUTIONS INC$20,9990.01%245CommonNONE
G0176J109ALLEALLEGION PLC$20,9220.01%144CommonNONE
228368106CCKCROWN HLDGS INC$20,6520.01%206CommonNONE
464287325IXJISHARES TR$20,5440.01%220CommonNONE
655663102NDSNNORDSON CORP$20,2210.01%76CommonNONE
03027X100AMTAMERICAN TOWER CORP$20,1920.01%117CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$20,1560.01%734CommonNONE
217204106CPRTCOPART INC$19,9870.01%602CommonNONE
64110D104NTAPNETAPP INC$19,7620.01%193CommonNONE
371901109GNTXGENTEX CORP$19,7530.01%904CommonNONE
12514G108CDWCDW CORP$19,6060.01%162CommonNONE
127097103CTRACOTERRA ENERGY INC$19,5730.01%557CommonNONE
G5960L103MDTMEDTRONIC PLC$19,3230.01%223CommonNONE
74743L100QQNITY ELECTRONICS INC$19,2690.01%167CommonNONE
775711104ROLROLLINS INC$19,1210.01%358CommonNONE
78467J100SSNCSS&C TECH HLDGS$19,0550.01%282CommonNONE
829933100SIRISIRIUSXM HOLDINGS INC$18,9950.01%823CommonNONE
844741108LUVSOUTHWEST AIRLS CO$18,6350.01%496CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$18,5900.01%411CommonNONE
00130H105AESAES CORP$18,2890.01%1,298CommonNONE
92204A306VDEVANGUARD WORLD FD$17,8240.01%103CommonNONE
69331C108PCGPG&E CORP$17,7810.01%1,012CommonNONE
871829107SYYSYSCO CORP$17,7620.01%249CommonNONE
036752103ELVELEVANCE HEALTH INC FORMERLY$17,5650.01%60CommonNONE
35671D857FCXFREEPORT MCMORAN INC$17,5170.01%298CommonNONE
95082P105WCCWESCO INTL INC$17,5120.01%64CommonNONE
574599106MASMASCO CORP$17,0850.01%283CommonNONE
833034101SNASNAP ON INC$17,0720.01%47CommonNONE
426281101JKHYHENRY JACK & ASSOC INC$17,0690.01%108CommonNONE
023608102AEEAMEREN CORP$16,9280.01%154CommonNONE
885160101THOTHOR INDS INC$16,8570.01%211CommonNONE
026874784AIGAMERICAN INTL GROUP INC$16,4800.01%219CommonNONE
98980L101ZNGAZOOM COMMUNICATIONS INC$16,4800.01%205CommonNONE
366651107ITGARTNER INC$16,4680.01%104CommonNONE
369550108GDGENERAL DYNAMICS CORP$16,2500.01%47CommonNONE
428291108HXLHEXCEL CORP NEW$16,1860.01%200CommonNONE
216648501COOCOOPER COS INC$16,0160.01%224CommonNONE
770700102HOODROBINHOOD MKTS INC$15,8700.01%229CommonNONE
169905106CHHCHOICE HOTELS INTL INC$15,8360.01%153CommonNONE
78709Y105SAIASAIA INC$15,8080.01%45CommonNONE
552953101MGMMGM RESORTS INTERNATIONAL$15,8040.01%427CommonNONE
G02602103DOXAMDOCS LTD$15,7930.01%242CommonNONE
26210C104DBXDROPBOX INC$15,7680.01%694CommonNONE
G87110105FTITECHNIPFMC PLC$15,7620.01%228CommonNONE
26614N102DDDUPONT DE NEMOURS INC$15,3430.01%335CommonNONE
G51502105JCIJOHNSON CONTROLS INTERNATION$15,3220.01%117CommonNONE
902494103TSNTYSON FOODS INC$15,3130.01%239CommonNONE
83444M101SOLVSOLVENTUM CORP$15,2150.01%233CommonNONE
G0692U109AXSAXIS CAP HLDGS LTD$15,2120.01%150CommonNONE
82982L103SITESITEONE LANDSCAPE SUPPLY INC$15,1750.01%114CommonNONE
109194100BFAMBRIGHT HORIZONS FAM SOL IN D$15,0300.01%183CommonNONE
949746804WFC 7.5 PERP LWELLS FARGO & CO$15,0150.01%13CommonNONE
745867101PHMPULTE GROUP INC$14,9370.01%127CommonNONE
25434V617DFAWDIMENSIONAL ETF TRUST$14,8240.01%201CommonNONE
12008R107BLDRBUILDERS FIRSTSOURCE INC$14,8200.01%180CommonNONE
013091103ACIALBERTSONS COS INC$14,8080.01%869CommonNONE
81764X103TTANSERVICETITAN INC$14,7870.01%233CommonNONE
126408103CSXCSX CORP$14,6550.01%357CommonNONE
22822V101CCICROWN CASTLE INC$14,5680.01%179CommonNONE
05550J101BJBJS WHSL CLUB HLDGS INC$14,5670.01%148CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$14,4140.01%187CommonNONE
526107107LIILENNOX INTL INC$14,3890.01%31CommonNONE
06849F108BBARRICK MNG CORP$13,9510.01%342CommonNONE
56585A102MPCMARATHON PETE CORP$13,6750.01%56CommonNONE
294429105EFXEQUIFAX INC$12,7850.01%71CommonNONE
46137V696GGMEINVESCO EXCHANGE TRADED FD T$12,7570.01%250CommonNONE
H01301128ALCALCON AG$12,7350.01%169CommonNONE
91347P105OLEDUNIVERSAL DISPLAY CORP$12,6500.01%138CommonNONE
931142103WMTWALMART INC$12,6230.01%102CommonNONE
92537N108VRTVERTIV HOLDINGS CO$12,5290.01%50CommonNONE
407497106HLNEHAMILTON LANE INC$12,3260.01%124CommonNONE
525327102LDOSLEIDOS HOLDINGS INC$12,2870.01%79CommonNONE
88033G407THCTENET HEALTHCARE CORP$12,0780.01%64CommonNONE
87612E106TGTTARGET CORP$11,9600.01%99CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$11,9160.01%91CommonNONE
46137V787PBEINVESCO EXCHANGE TRADED FD T$11,8770.01%150CommonNONE
73278L105POOLPOOL CORP$11,7360.01%58CommonNONE
191098102COKECOCA COLA CONS INC$11,5050.01%60CommonNONE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$11,5000.01%55CommonNONE
570535104MKLMARKEL GROUP INC$11,4850.01%6CommonNONE
08265T208BSYBENTLEY SYS INC$11,0630.01%315CommonNONE
681116109OLLIOLLIES BARGAIN OUTLET HLDGS$10,9530.01%119CommonNONE
42250P103DOCHEALTHPEAK PROPERTIES INC$10,5160.01%640CommonNONE
878742204TECKTECK RESOURCES LTD$10,1950.01%197CommonNONE
016255101ALGNALIGN TECHNOLOGY INC$10,1150.01%59CommonNONE
718546104PSXPHILLIPS 66$9,9680.01%55CommonNONE
59156R108METMETLIFE INC$9,8310.01%139CommonNONE
76131D103QSRRESTAURANT BRANDS INTL INC$9,8290.01%133CommonNONE
15135B101CNCCENTENE CORP DEL$9,6920.01%296CommonNONE
67062F100NXPNUVEEN SELECT TAX-FREE INCOM$9,5580.01%666CommonNONE
370334104GISGENERAL MILLS INC$9,3050.01%250CommonNONE
925652109VICIVICI PPTYS INC$9,2890.01%340CommonNONE
92204A405VFHVANGUARD WORLD FD$9,0610.01%75CommonNONE
904767803ULUNILEVER PLC$8,9450.01%157CommonNONE
855244109SBUXSTARBUCKS CORP$8,9120.01%99CommonNONE
260557103DOWDOW HLDGS INC$8,7890.01%211CommonNONE
75524B104RBCRBC BEARINGS INC$8,6900.01%16CommonNONE
922042874VGKVANGUARD INTL EQUITY INDEX F$8,6560.01%105CommonNONE
21044C107ROADCONSTRUCTION PARTNERS INC$8,5570.01%77CommonNONE
30214U102EXPOEXPONENT INC$8,4180.01%129CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$8,1740.01%522CommonNONE
39818P799PKSTPEAKSTONE REALTY TRUST$8,0640.01%386CommonNONE
98138H101WDAYWORKDAY INC$8,0560.01%62CommonNONE
064149107BNSBANK NOVA SCOTIA B C$8,0400.01%116CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$7,8650.01%16CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$7,8360.01%20CommonNONE
05534B760BCEBCE INC$6,9160.00%274CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$6,8230.00%10CommonNONE
N53745100LYBLYONDELLBASELL INDUSTRIES NV$6,6870.00%83CommonNONE
03076C106AMPAMERIPRISE FINL INC$6,6660.00%15CommonNONE
441593100HLIHOULIHAN LOKEY INC$6,6070.00%46CommonNONE
654106103NKENIKE INC$6,6030.00%125CommonNONE
04247X102AWIARMSTRONG WORLD INDS INC NEW$6,5920.00%40CommonNONE
02209S103MOALTRIA GROUP INC$6,5340.00%99CommonNONE
74164M108PRIPRIMERICA INC$6,2620.00%25CommonNONE
49177J102KVUEKENVUE INC$6,2240.00%361CommonNONE
609207105MDLZMONDELEZ INTL INC$6,1260.00%106CommonNONE
36828A101GEVGE VERNOVA INC$6,1110.00%7CommonNONE
539830109LMTLOCKHEED MARTIN CORP$6,0440.00%10CommonNONE
910047109UALUNITED AIRLS HLDGS INC$5,9850.00%65CommonNONE
231021106CMICUMMINS INC$5,9190.00%11CommonNONE
477839104JBTMJBT MAREL CORPORATION$5,8830.00%46CommonNONE
372460105GPCGENUINE PARTS CO$5,8170.00%55CommonNONE
681919106OMCOMNICOM GROUP INC$5,7990.00%77CommonNONE
062540109BOHBANK HAWAII CORP$5,7920.00%78CommonNONE
163072101CAKECHEESECAKE FACTORY INC$5,6940.00%104CommonNONE
25243Q205DEODIAGEO PLC$5,5100.00%74CommonNONE
929236107WDFCWD 40 CO$5,5070.00%27CommonNONE
749685103RPMRPM INTL INC$5,4670.00%55CommonNONE
835495102SONSONOCO PRODS CO$5,4090.00%100CommonNONE
88076W103TDCTERADATA CORP DEL$5,3570.00%209CommonNONE
359694106FULFULLER H B CO$5,0580.00%82CommonNONE
74112D101PBHPRESTIGE CONSMR HEALTHCARE I$4,9790.00%84CommonNONE
72352L106PINSPINTEREST INC$4,9520.00%270CommonNONE
001084102AGCOAGCO CORP$4,8670.00%42CommonNONE
431636109HLMNHILLMAN SOLUTIONS CORP$4,7930.00%576CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$4,6850.00%12CommonNONE
46438R105ETHAISHARES ETHEREUM TR$4,6390.00%293CommonNONE
374297109GTYGETTY RLTY CORP NEW$4,5800.00%144CommonNONE
45256X103IBRXIMMUNITYBIO INC$4,5640.00%595CommonNONE
690742101OCOWENS CORNING NEW$4,4380.00%41CommonNONE
126402106CSWCSW INDUSTRIALS INC$4,4300.00%17CommonNONE
075887109BDXBECTON DICKINSON & CO$4,4030.00%28CommonNONE
515098101LSTRLANDSTAR SYS INC$4,3290.00%27CommonNONE
461202103INTUINTUIT$4,3240.00%10CommonNONE
904708104UNFUNIFIRST CORP MASS$4,2780.00%17CommonNONE
861025104SYBTSTOCK YDS BANCORP INC$4,2430.00%64CommonNONE
74834L100DGXQUEST DIAGNOSTICS INC$4,1160.00%21CommonNONE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$3,9500.00%20CommonNONE
336433107FSLRFIRST SOLAR INC$3,9460.00%20CommonNONE
01862Q107ALHALLIANCE LAUNDRY HLDGS INC$3,9000.00%188CommonNONE
30040P103EVTCEVERTEC INC$3,8950.00%138CommonNONE
32020R109FFINFIRST FINL BANKSHARES INC$3,8290.00%130CommonNONE
104674106BRCBRADY CORP$3,8190.00%47CommonNONE
Y95308105WVEWAVE LIFE SCIENCES LTD$3,8070.00%525CommonNONE
50155Q100KDKYNDRYL HLDGS INC$3,8050.00%290CommonNONE
922907712VCRMVANGUARD MUN BD FDS$3,7580.00%50CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$3,5970.00%50CommonNONE
19247G107COHRCOHERENT CORP$3,5740.00%15CommonNONE
247361702DALDELTA AIR LINES INC$3,5240.00%53CommonNONE
749607107RLIRLI CORP$3,4230.00%60CommonNONE
16359R103CHECHEMED CORP NEW$3,4000.00%9CommonNONE
N3167Y103RACEFERRARI N V$3,3850.00%10CommonNONE
925283103VSNTVERSANT MEDIA GROUP INC$3,3320.00%90CommonNONE
83443Q103SOLSSOLSTICE ADVANCED MATLS INC$3,0470.00%40CommonNONE
635017106FIZZNATIONAL BEVERAGE CORP$2,9950.00%89CommonNONE
615394202MOG/AMOOG INC$2,9270.00%10CommonNONE
D18190898DBDEUTSCHE BK AG$2,8300.00%95CommonNONE
773903109ROKROCKWELL AUTOMATION INC$2,5130.00%7CommonNONE
580135101MCDMCDONALDS CORP$2,4870.00%8CommonNONE
44891N208IACIAC INC$2,4420.00%61CommonNONE
191216100KOCOCA COLA CO$2,2820.00%30CommonNONE
76954A103RIVNRIVIAN AUTOMOTIVE INC$2,1830.00%145CommonNONE
52661A108DRSLEONARDO DRS INC$2,1820.00%49CommonNONE
674599162OXY/WSOCCIDENTAL PETE CORP$2,1450.00%50CommonNONE
260003108DOVDOVER CORP$2,0850.00%10CommonNONE
94106L109WMWASTE MGMT INC DEL$2,0690.00%9CommonNONE
37954Y715BOTZGLOBAL X FDS$1,9940.00%60CommonNONE
70614W100PTONPELOTON INTERACTIVE INC$1,7160.00%400CommonNONE
92707Y108VFFVILLAGE FARMS INTL INC$1,6790.00%591CommonNONE
056525108BMIBADGER METER INC$1,6760.00%11CommonNONE
88322Q108TGTXTG THERAPEUTICS INC$1,6610.00%50CommonNONE
46435U556ARTYISHARES TR$1,5830.00%34CommonNONE
90384S303ULTAULTA BEAUTY INC$1,5690.00%3CommonNONE
86384P109STUBSTUBHUB HLDGS INC$1,5600.00%250CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$1,4860.00%15CommonNONE
N90064101QUREUNIQURE NV$1,4720.00%90CommonNONE
46654Q716JBNDJ P MORGAN EXCHANGE TRADED F$1,3100.00%24CommonNONE
73642K106PTLOPORTILLOS INC$1,2970.00%245CommonNONE
89621C105TMQTRILOGY METALS INC NEW$1,2390.00%345CommonNONE
486606106KYNKAYNE ANDERSON ENERGY INFRST$1,1000.00%77CommonNONE
105861306ATLXATLAS LITHIUM CORP$1,0270.00%236CommonNONE
773121108RKLBROCKET LAB CORP$9640.00%15CommonNONE
832696405SJMSMUCKER J M CO$8680.00%9CommonNONE
29259W700EUENCORE ENERGY CORP$7740.00%430CommonNONE
833445109SNOWSNOWFLAKE INC$7550.00%5CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$7120.00%10CommonNONE
92338C103VLTOVERALTO CORP$7080.00%8CommonNONE
45781V101IIPRINNOVATIVE INDL PPTYS INC$5520.00%11CommonNONE
67079K100SMRNUSCALE PWR CORP$5420.00%50CommonNONE
532457108LLYELI LILLY & CO$4090.00%0CommonSOLE
68622V106OGNORGANON & CO$3590.00%60CommonNONE
05350V106AVNSAVANOS MED INC$3510.00%25CommonNONE
88688T209TLRYTILRAY BRANDS INC$3300.00%51CommonNONE
69932A204PSKYPARAMOUNT SKYDANCE CORP$1720.00%19CommonNONE
88338K103STKSTHE ONE GROUP HOSPITALITY IN$1320.00%74CommonNONE
384747101GRALGRAIL INC$1040.00%2CommonNONE
00768Y495YOLOADVISORSHARES TR$620.00%23CommonNONE
138035704CGCCANOPY GROWTH CORPORATION$550.00%57CommonNONE
00165C302AMCAMC ENTMT HLDGS INC$190.00%19CommonNONE
679369108OLPXOLAPLEX HLDGS INC$110.00%5CommonNONE

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.