MondegarAI
Phillip James Consulting Co.

Q1 2026 · 13F-HR

Phillip James Consulting Co.holdings as filed

Filed 2026-05-12 · accession 0002111830-26-000002

$131.9M
Reported value
378
Positions
2026-03-31
Period end
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The Brief · Phillip James Consulting Co. · Q1 2026

AI · grounded in 13F

Phillip James Consulting Co. established a new position in SCHO worth $10.69M. The fund also added new positions in BND for $8.41M and the SCHWAB US BROAD MARKET ETF for $8.26M. These additions were part of a broader expansion where the fund added 347 positions while closing others, including PH and AMP.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
808524334SCHOSCHWAB SHORT-TERM US TREASURY ETF$10.7M8.11%543,605CommonNONE
921937835BNDVANGUARD SHORT-TERM BOND ETF$8.4M6.38%113,554CommonNONE
808524292SCHWAB US BROAD MARKET ETF$8.3M6.26%329,111CommonNONE
464287448ISHARES MSCI EAFE VALUE ETF$7.0M5.31%94,262CommonNONE
808524342SCHWAB US LARGE-CAP VALUE ETF$5.9M4.46%192,937CommonNONE
921937918VFWAXVANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF$5.8M4.43%40,084CommonNONE
921937546VANGUARD SMALL-CAP ETF$5.7M4.32%21,764CommonNONE
808524268SCHWAB INTL EQUITY ETF$5.1M3.88%206,988CommonNONE
921937538VANGUARD SMALL-CAP VALUE ETF$5.1M3.88%23,570CommonNONE
922908769VTIVANGUARD TOTAL STOCK MARKET ETF$4.7M3.55%14,577CommonNONE
808524318SCHWAB US SMALL-CAP ETF$4.2M3.17%143,553CommonNONE
78468R739SHMSPDR PORTFOLIO SP 500 MOMENTUM ETF$3.8M2.87%49,502CommonNONE
97717W703DWMWISDOMTREE INTL SMALLCAP DIVIDEND FUND$3.0M2.30%37,269CommonNONE
921937959VANGUARD VALUE ETF$2.6M1.97%13,231CommonNONE
78468R606SPHYSPDR PORTFOLIO EMERGING MARKETS ETF$2.5M1.93%54,185CommonNONE
025072706AVANTIS INTL SMALL CAP VALUE ETF$2.5M1.90%25,135CommonNONE
921937876VBLLXVANGUARD INFORMATION TECHNOLOGY ETF$2.3M1.72%3,260CommonNONE
97717W778DIMWISDOMTREE TRUE DEVELOPED INTL FUND$2.1M1.60%31,003CommonNONE
808524276SCHWAB INTL SMALL-CAP EQUITY ETF$2.0M1.54%43,452CommonNONE
464287622IWBISHARES SELECT DIVIDEND ETF$1.8M1.39%12,082CommonNONE
808524250SCHWAB EMERGING MARKETS EQUITY ETF$1.7M1.29%51,482CommonNONE
78468R788SPYDSPDR SP 600 SMALL CAP VALUE ETF$1.6M1.22%16,962CommonNONE
037833100AAPLAPPLE INC$1.6M1.21%6,270CommonNONE
78468R283SPDR PORTFOLIO SP 600 SMALL CAP ETF$1.6M1.20%32,884CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC$1.6M1.20%3,306CommonNONE
464287481IWPISHARES RUSSELL 3000 ETF$1.3M0.96%3,412CommonNONE
921937991BNDVANGUARD TOTAL INTL STOCK ETF$1.2M0.87%14,932CommonNONE
464287499IWRISHARES RUSSELL 1000 VALUE ETF$1.1M0.83%5,146CommonNONE
921937983VFWAXVANGUARD FTSE EMERGING MARKETS ETF$1.0M0.79%19,235CommonNONE
464287788IYFISHARES CORE SP SMALL-CAP ETF$954,0000.72%7,681CommonNONE
921937819BIVVANGUARD CONSUMER DISCRETIONARY ETF$840,0000.64%2,340CommonNONE
922908745VANGUARD SP 500 ETF$795,0000.60%1,332CommonNONE
46090A713EFAAINVESCO BULLETSHARES 2026 CORP BOND ETF$779,0000.59%39,934CommonNONE
921937827BSVVANGUARD SHORT-TERM CORP BOND ETF$749,0000.57%9,452CommonNONE
73935A872INVESCO SP 500 LOW VOLATILITY ETF$742,0000.56%10,157CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC$718,0000.54%1CommonNONE
G5960L103MDTMEDTRONIC PLC$687,0000.52%7,933CommonNONE
921937884VBIMXVANGUARD HEALTH CARE ETF$683,0000.52%2,510CommonNONE
922908595VBKVANGUARD RUSSELL 1000 VALUE ETF$682,0000.52%7,279CommonNONE
97717W281DGSWISDOMTREE INTL EQUITY FUND$674,0000.51%9,652CommonNONE
46090E608INVESCO RAFI DEVELOPED MARKETS EX-US ETF$661,0000.50%9,458CommonNONE
921937892VANGUARD DIVIDEND APPRECIATION ETF$659,0000.50%3,065CommonNONE
921937967VANGUARD GROWTH ETF$618,0000.47%1,417CommonNONE
921937868VANGUARD FINANCIALS ETF$591,0000.45%4,900CommonNONE
78468R168SPDR SP INTL SMALL CAP ETF$519,0000.39%12,304CommonNONE
922908538VOTVANGUARD SP SMALL-CAP 600 VALUE ETF$451,0000.34%4,433CommonNONE
464288430AIAISHARES MSCI EAFE SMALL-CAP ETF$447,0000.34%5,707CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$424,0000.32%1,559CommonNONE
594918104MSFTMICROSOFT CORP$423,0000.32%1,143CommonNONE
46090A721ICLOINVESCO BULLETSHARES 2027 CORP BOND ETF$406,0000.31%20,716CommonNONE
78468R309SPDR NUVEEN BLOOMBERG SHORT TERM MUNI ETF$375,0000.28%7,849CommonNONE
97717W604DESWISDOMTREE US SMALLCAP DIVIDEND FUND$361,0000.27%10,069CommonNONE
46434V365ISHARES MORNINGSTAR SMALL-CAP ETF$341,0000.26%5,240CommonNONE
922475108VEEVVEEVA SYSTEMS INC$332,0000.25%1,894CommonNONE
464288653TLHISHARES CORE SP TOTAL US STOCK MARKET ETF$306,0000.23%2,150CommonNONE
46090A739GTOSINVESCO BULLETSHARES 2028 CORP BOND ETF$296,0000.22%14,540CommonNONE
46435U127ISHARES IBONDS DEC 2026 TERM TREASURY ETF$288,0000.22%12,590CommonNONE
808524805SCHFSCHWAB FUNDAMENTAL INTL EQUITY ETF$273,0000.21%5,590CommonNONE
921937900VANGUARD INDUSTRIALS ETF$265,0000.20%850CommonNONE
02079K107GOOGALPHABET INC$265,0000.20%925CommonNONE
02079K305GOOGLALPHABET INC$263,0000.20%915CommonNONE
464288513HYGISHARES TIPS BOND ETF$261,0000.20%2,370CommonNONE
023135106AMZNAMAZON COM INC$255,0000.19%1,226CommonNONE
78468R754ONEVSPDR PORTFOLIO SP 500 VALUE ETF$244,0000.19%4,317CommonNONE
478160104JNJJOHNSON AND JOHNSON$236,0000.18%966CommonNONE
086516101BBYBEST BUY CO INC$227,0000.17%3,547CommonNONE
87612E106TGTTARGET CORP$226,0000.17%1,868CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$220,0000.17%3,520CommonNONE
921937926BNDVANGUARD TOTAL WORLD STOCK ETF$212,0000.16%1,536CommonNONE
219350105GLWCORNING INC$195,0000.15%1,440CommonNONE
532457108LLYELI LILLY AND CO$190,0000.14%207CommonNONE
17275R102CSCOCISCO SYSTEMS INC$180,0000.14%2,330CommonNONE
30303M102METAMETA PLATFORMS INC$172,0000.13%301CommonNONE
46090E301INVESCO RAFI DEVELOPED MARKETS EX-US SM ETF$154,0000.12%3,555CommonNONE
025816109AXPAMERICAN EXPRESS CO$140,0000.11%466CommonNONE
78468R630ROKTSPDR PORTFOLIO SHORT TERM CORP BOND ETF$136,0000.10%4,544CommonNONE
67103H107ORLYO REILLY AUTOMOTIVE INC$134,0000.10%1,455CommonNONE
92826C839VVISA INC$131,0000.10%435CommonNONE
G96629103WTWWILLIS TOWERS WATSON PLC$124,0000.09%427CommonNONE
88160R101TSLATESLA INC$121,0000.09%326CommonNONE
464287754IYJISHARES SP SMALL-CAP 600 VALUE ETF$118,0000.09%1,002CommonNONE
452308109ITWILLINOIS TOOL WORKS INC$111,0000.08%427CommonNONE
78468R671FITESPDR BLOOMBERG 1-3 MONTH T-BILL ETF$109,0000.08%1,197CommonNONE
254687106DISWALT DISNEY CO$109,0000.08%1,136CommonNONE
778296103ROSTROSS STORES INC$107,0000.08%495CommonNONE
921937975VANGUARD LARGE-CAP ETF$104,0000.08%349CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$103,0000.08%510CommonNONE
46432F861ISHARES IBONDS DEC 2026 TERM CORP ETF$100,0000.08%4,150CommonNONE
46432F846ISHARES IBONDS DEC 2028 TERM CORP ETF$99,0000.08%3,940CommonNONE
46432F853ISHARES IBONDS DEC 2027 TERM CORP ETF$99,0000.08%4,125CommonNONE
58933Y105MRKMERCK AND CO INC$95,0000.07%792CommonNONE
53226Q108LIFE TIME GROUP HOLDINGS INC$91,0000.07%3,406CommonNONE
031791109AMETEK INC$87,0000.07%408CommonNONE
922908553VNQVANGUARD SP SMALL-CAP 600 ETF$84,0000.06%735CommonNONE
893641100TDGTRANSDIGM GROUP INC$83,0000.06%72CommonNONE
46434G103IEMGISHARES CORE MSCI EMERGING MARKETS ETF$83,0000.06%1,190CommonNONE
235851102DHRDANAHER CORP$81,0000.06%430CommonNONE
464287655IWMISHARES SP 100 ETF$79,0000.06%251CommonNONE
742718109PGPROCTER AND GAMBLE CO$75,0000.06%523CommonNONE
90384S303ULTAULTA BEAUTY INC$74,0000.06%142CommonNONE
94974N102WELLTOWER INC$73,0000.06%374CommonNONE
806854505SCHNEIDER ELECTRIC SE$72,0000.05%1,330CommonNONE
78468R317SPDR NUVEEN BLOOMBERG SHORT TERM MUN BD ETF$72,0000.05%4,195CommonNONE
464287513ISHARES MSCI EAFE ETF$72,0000.05%750CommonNONE
46625H100JPMJPMORGAN CHASE AND CO$70,0000.05%240CommonNONE
171340102CHDCHURCH DWIGHT CO INC$69,0000.05%750CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$67,0000.05%16CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE INC$66,0000.05%425CommonNONE
064058100BKBANK OF NEW YORK MELLON CORP$62,0000.05%525CommonNONE
713448108PEPPEPSICO INC$62,0000.05%403CommonNONE
370334104GISGENERAL MILLS INC$61,0000.05%1,639CommonNONE
744320102PRUPRUDENTIAL FINANCIAL INC$60,0000.05%622CommonNONE
060505104BACBANK OF AMERICA CORP$60,0000.05%1,231CommonNONE
278865100ECLECOLAB INC$58,0000.04%219CommonNONE
921937710VSGAXVANGUARD MID-CAP ETF$58,0000.04%205CommonNONE
46434V548ISHARES MSCI INTL SMALL-CAP MULTIFACTOR ETF$57,0000.04%1,370CommonNONE
707569109PENNPARKER-HANNIFIN CORP$57,0000.04%64CommonNONE
615369105MCOMOODYS CORP$54,0000.04%125CommonNONE
291011104EMREMERSON ELECTRIC CO$53,0000.04%405CommonNONE
68389X105ORCLORACLE CORP$52,0000.04%360CommonNONE
260003108DOVDOVER CORP$51,0000.04%245CommonNONE
172967424CCITIGROUP INC$50,0000.04%446CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$49,0000.04%113CommonNONE
191216100KOCOCA-COLA CO$48,0000.04%639CommonNONE
482480100KLACKLA CORP$47,0000.04%32CommonNONE
02635P104AMERIPRISE FINANCIAL INC$45,0000.03%103CommonNONE
20030N101CMCSACOMCAST CORP$42,0000.03%1,469CommonNONE
921938009VANGUARD HIGH DIVIDEND YIELD ETF$42,0000.03%286CommonNONE
278878104ERSTE GROUP BANK AG$42,0000.03%775CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$41,0000.03%61CommonNONE
67066G104NVDANVIDIA CORP$40,0000.03%232CommonNONE
00287Y109ABBVABBVIE INC$40,0000.03%185CommonNONE
78468R275SPDR PORTFOLIO SHORT TERM TREASURY ETF$39,0000.03%1,355CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$38,0000.03%78CommonNONE
464287426ISHARES MSCI EMERGING MARKETS ETF$36,0000.03%640CommonNONE
33735L104FIRST TRUST GLOBAL WIND ENERGY ETF$34,0000.03%1,400CommonNONE
166764100CVXCHEVRON CORP$34,0000.03%169CommonNONE
857477103STTSTATE STREET CORP$31,0000.02%250CommonNONE
526057104LENLENNAR CORP$30,0000.02%350CommonNONE
416515104HIGHARTFORD FINANCIAL SERVICES GROUP INC$29,0000.02%215CommonNONE
871607107SNPSSYNOPSYS INC$28,0000.02%71CommonNONE
949746101WMT2WELLS FARGO AND CO$28,0000.02%357CommonNONE
03218G563AMPLIFY LITHIUM BATTERY TECHNOLOGY ETF$27,0000.02%1,825CommonNONE
922908588VANGUARD SP 500 VALUE ETF$26,0000.02%130CommonNONE
855244109SBUXSTARBUCKS CORP$26,0000.02%300CommonNONE
609207105MDLZMONDELEZ INTERNATIONAL INC$24,0000.02%422CommonNONE
921937843VFWAXVANGUARD FTSE ALL-WORLD EX-US ETF$24,0000.02%325CommonNONE
693475105PNCPNC FINANCIAL SERVICES GROUP INC$24,0000.02%120CommonNONE
23344L106DAIICHI SANKYO CO LTD$24,0000.02%1,395CommonNONE
097023105BABOEING CO$23,0000.02%118CommonNONE
78468R267SPDR PORTFOLIO SP 1500 COMP STK MKT ETF$22,0000.02%280CommonNONE
502441300LVMUYLVMH MOET HENNESSY LOUIS VUITTON SE$22,0000.02%210CommonNONE
33735P108INVESCO SOLAR ETF$22,0000.02%410CommonNONE
G29183103ETNEATON CORP PLC$21,0000.02%61CommonNONE
459200101IBMIBM CORP$20,0000.02%85CommonNONE
437076102HDHOME DEPOT INC$20,0000.02%62CommonNONE
45409B107QAIIMPAX GLOBAL INFRASTRUCTURE ETF$20,0000.02%785CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$19,0000.01%23CommonNONE
20603D105CONSTELLATION ENERGY CORP$19,0000.01%70CommonNONE
41068X100HASIHA SUSTAINABLE INFRA REIT$18,0000.01%503CommonNONE
00162Q858SDOGALPS CLEAN ENERGY ETF$18,0000.01%550CommonNONE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CORP$18,0000.01%300CommonNONE
40412C101HCAHCA HEALTHCARE INC$17,0000.01%38CommonNONE
931142103WMTWALMART INC$17,0000.01%141CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$17,0000.01%285CommonNONE
37960H735GLOBAL X CLEAN WATER ETF$17,0000.01%945CommonNONE
002824100ABTABBOTT LABORATORIES$17,0000.01%168CommonNONE
891482102TOYOTA MOTOR CORP$17,0000.01%83CommonNONE
74347B482UBRPROSHARES SP 500 DIVIDEND ARISTOCRATS ETF$17,0000.01%165CommonNONE
464287235ISHARES CORE SP 500 ETF$17,0000.01%27CommonNONE
717081103PFEPFIZER INC$16,0000.01%581CommonNONE
09260D107BXBLACKSTONE INC$16,0000.01%143CommonNONE
00187Y102APGAPI GROUP CORP$16,0000.01%397CommonNONE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$14,0000.01%50CommonNONE
14149Y108CAHCARDINAL HEALTH INC$14,0000.01%69CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$14,0000.01%34CommonNONE
512807108LRCXEURLAM RESEARCH CORP$14,0000.01%66CommonNONE
11135F101AVGOBROADCOM INC$13,0000.01%44CommonNONE
988498101YUMYUM BRANDS INC$13,0000.01%90CommonNONE
92857W209VERALTO CORP$12,0000.01%142CommonNONE
73935A104INVESCO QQQ TR$12,0000.01%21CommonNONE
826197700SIEMENS AG$12,0000.01%100CommonNONE
82481B208SSR MINING INC$12,0000.01%300CommonNONE
46434G848PICKISHARES GLOBAL EQUITY FACTOR ETF$12,0000.01%232CommonNONE
34959J108FTVFORTIVE CORP$11,0000.01%200CommonNONE
00846U101AAGILENT TECHNOLOGIES INC$11,0000.01%100CommonNONE
438516106HONHONEYWELL INTERNATIONAL INC$10,0000.01%46CommonNONE
337738108FISVFISERV INC$10,0000.01%182CommonNONE
30151E860FT VEST LADDERED BUFFER ETF$10,0000.01%300CommonNONE
038222105AMATAPPLIED MATERIALS INC$10,0000.01%31CommonNONE
464288141ISHARES ESG MSCI KLD 400 ETF$10,0000.01%88CommonNONE
962166104WYWASTE MANAGEMENT INC$9,0000.01%40CommonNONE
30161N101EXCEXELON CORP$9,0000.01%200CommonNONE
808524326SCHWAB US LARGE-CAP GROWTH ETF$9,0000.01%310CommonNONE
458615100INTER PARFUMS INC$8,0000.01%93CommonNONE
46435G135ISHARES BITCOIN TRUST ETF$8,0000.01%233CommonNONE
907818108UNPUNION PACIFIC CORP$8,0000.01%33CommonNONE
94179J101WATTS WATER TECHNOLOGIES INC$8,0000.01%28CommonNONE
G0403H108AONAON PLC$7,0000.01%22CommonNONE
631103108NDAQNASDAQ INC$7,0000.01%94CommonNONE
00971T101AKAMAKAMAI TECHNOLOGIES INC$7,0000.01%62CommonNONE
232124102EXXON MOBIL CORP$7,0000.01%44CommonNONE
882184108TEXAS INSTRUMENTS INC$7,0000.01%39CommonNONE
69374H549PACER US CASH COWS 100 ETF$6,0000.00%100CommonNONE
30161Q104EXELEXELIXIS INC$5,0000.00%125CommonNONE
125523100CITHE CIGNA GROUP$5,0000.00%21CommonNONE
039483102ADMARCHER-DANIELS-MIDLAND CO$5,0000.00%76CommonNONE
018581108BFHBREAD FINANCIAL HOLDINGS INC$5,0000.00%71CommonNONE
74340W103PLDPROLOGIS INC$5,0000.00%40CommonNONE
13645T100CANADIAN PACIFIC KANSAS CITY LTD$4,0000.00%55CommonNONE
60052N102MILLROSE PROPERTIES INC$4,0000.00%175CommonNONE
M85548101SSYSSTRATASYS LTD$4,0000.00%639CommonNONE
918204108VFCVF CORP$4,0000.00%236CommonNONE
98983V105YUM CHINA HOLDINGS INC$4,0000.00%90CommonNONE
595112103MUMICRON TECHNOLOGY INC$4,0000.00%13CommonNONE
74251V102PFGPRINCIPAL FINANCIAL GROUP INC$4,0000.00%50CommonNONE
22160K105COSTCOSTCO WHOLESALE CORP$4,0000.00%5CommonNONE
921937934BSVVANGUARD SHORT-TERM INFLATION-PROTECTED ETF$4,0000.00%100CommonNONE
75513E101RTXRTX CORP$3,0000.00%17CommonNONE
64110L106NFLXNETFLIX INC$3,0000.00%38CommonNONE
57636Q104MAMASTERCARD INC$3,0000.00%7CommonNONE
464288463ISHARES ESG AWARE MSCI EM ETF$3,0000.00%78CommonNONE
23331A109DHID R HORTON INC$3,0000.00%24CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$3,0000.00%25CommonNONE
156700106CTLEURCENTERPOINT ENERGY INC$3,0000.00%75CommonNONE
81369Y803XLKHEALTH CARE SELECT SECTOR SPDR ETF$3,0000.00%25CommonNONE
902973304USBUS BANCORP$3,0000.00%63CommonNONE
754037103RAYMOND JAMES FINANCIAL INC$3,0000.00%24CommonNONE
872589103TRACTOR SUPPLY CO$3,0000.00%70CommonNONE
369604103GEGE AEROSPACE$3,0000.00%12CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$3,0000.00%19CommonNONE
59156R108METMETLIFE INC$3,0000.00%48CommonNONE
759509102RSRELIANCE INC$3,0000.00%13CommonNONE
718172109PMPHILIP MORRIS INTERNATIONAL INC$2,0000.00%14CommonNONE
464288083SUBISHARES SHORT TREASURY BOND ETF$2,0000.00%25CommonNONE
74347R306PROSHARES ULTRA FINANCIALS$2,0000.00%38CommonNONE
20825C104COPCONOCOPHILLIPS$2,0000.00%17CommonNONE
149123101CATCATERPILLAR INC$2,0000.00%4CommonNONE
50111T107KONTOOR BRANDS INC$2,0000.00%33CommonNONE
032654105ADIANALOG DEVICES INC$2,0000.00%7CommonNONE
88706W205THOMSON REUTERS CORP$2,0000.00%30CommonNONE
92841M109VONTIER CORP$2,0000.00%80CommonNONE
580135101MCDMCDONALDS CORP$2,0000.00%7CommonNONE
65339F101NEENEXTERA ENERGY INC$2,0000.00%22CommonNONE
366651107ITGARTNER INC$2,0000.00%13CommonNONE
G54950103LINLINDE PLC$2,0000.00%6CommonNONE
00206R102TAT AND T INC$2,0000.00%89CommonNONE
69318J100CNXNPTC INC$2,0000.00%15CommonNONE
36264K105GE VERNOVA INC$2,0000.00%3CommonNONE
45687V106IRINGERSOLL RAND INC$2,0000.00%36CommonNONE
46619H103JACOBS SOLUTIONS INC$2,0000.00%17CommonNONE
458140100INTCINTEL CORP$2,0000.00%53CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$2,0000.00%174CommonNONE
43300A203HLTHILTON WORLDWIDE HOLDINGS INC$2,0000.00%7CommonNONE
260557103DOWDOW INC$2,0000.00%53CommonNONE
231021106CMICUMMINS INC$2,0000.00%4CommonNONE
284902103EGOELDORADO GOLD CORP$1,0000.00%2CommonNONE
03769M106APOAPOLLO GLOBAL MANAGEMENT INC$1,0000.00%5CommonNONE
7591EP100RFREGIONS FINANCIAL CORP$1,0000.00%69CommonNONE
298847307EUROPEAN EQUITY FUND INC$1,0000.00%122CommonNONE
464288273SCZISHARES MSCI ACWI ETF$1,0000.00%8CommonNONE
45784P101PODDIQVIA HOLDINGS INC$1,0000.00%3CommonNONE
26441C204DUKDUKE ENERGY CORP$1,0000.00%7CommonNONE
09062X103BIIBBIOGEN INC$1,0000.00%4CommonNONE
09247X101BLKCHFBLACKROCK INC$1,0000.00%1CommonNONE
427866108HSYHERSHEY CO$1,0000.00%2CommonNONE
31510Q101FERGUSON ENTERPRISES INC$1,0000.00%2CommonNONE
25746U109DDOMINION ENERGY INC$1,0000.00%9CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$1,0000.00%4CommonNONE
86787E109TRUIST FINANCIAL CORP$1,0000.00%26CommonNONE
37045V100GMGENERAL MOTORS CO$1,0000.00%16CommonNONE
224269104CRANE CO$1,0000.00%10CommonNONE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWARE INC$1,0000.00%2CommonNONE
50540R409LSILABCORP HOLDINGS INC$1,0000.00%6CommonNONE
808513105SCHWCHARLES SCHWAB CORP$1,0000.00%12CommonNONE
143658300CCL1EURCARNIVAL CORP$1,0000.00%26CommonNONE
174610105CFGCITIZENS FINANCIAL GROUP INC$1,0000.00%19CommonNONE
12504L109CBRECBRE GROUP INC$1,0000.00%9CommonNONE
14448C104CARRCARRIER GLOBAL CORP$1,0000.00%22CommonNONE
92556H2060VVBWARNER BROS DISCOVERY INC$1,0000.00%31CommonNONE
452327109ILMNILLUMINA INC$1,0000.00%3CommonNONE
87165B103SYFSYNCHRONY FINANCIAL$1,0000.00%18CommonNONE
816851109SRESEMPRA$1,0000.00%15CommonNONE
18915M107NETCLOUDFLARE INC$1,0000.00%4CommonNONE
126408103CSXCSX CORP$1,0000.00%26CommonNONE
256677105DGDOLLAR GENERAL CORP$1,0000.00%3CommonNONE
863667101SYKSTRYKER CORP$1,0000.00%2CommonNONE
45784L103INSULET CORP$1,0000.00%2CommonNONE
26875P101EOGEOG RESOURCES INC$1,0000.00%3CommonNONE
747525103QCOMQUALCOMM INC$1,0000.00%14CommonNONE
375558103GILDGILEAD SCIENCES INC$1,0000.00%10CommonNONE
244199105DEDEERE CO$1,0000.00%2CommonNONE
22401N106CRANE NXT CO$1,0000.00%10CommonNONE
30212P303EXPEEXPEDIA GROUP INC$1,0000.00%4CommonNONE
98416B104XYLEM INC$1,0000.00%5CommonNONE
92276F100VTRVENTAS INC$1,0000.00%11CommonNONE
031162100AMGNAMGEN INC$1,0000.00%5CommonNONE
76122Q105RGPRESIDEO TECHNOLOGIES INC$1,0000.00%3CommonNONE
697435105PANWPALO ALTO NETWORKS INC$1,0000.00%6CommonNONE
05722G100BKRBAKER HUGHES CO$1,0000.00%11CommonNONE
16411R208LNGCHENIERE ENERGY INC$1,0000.00%3CommonNONE
030420103AWKAMERICAN WATER WORKS CO INC$1,0000.00%6CommonNONE
D18190898DBDEUTSCHE BANK AG$1,0000.00%33CommonNONE
539830109LMTLOCKHEED MARTIN CORP$1,0000.00%2CommonNONE
61175W101MONSTER BEVERAGE CORP$1,0000.00%7CommonNONE
806517504SLB$1,0000.00%8CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC$1,0000.00%7CommonNONE
45168D104IDXXIDEXX LABORATORIES INC$1,0000.00%1CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$1,0000.00%7CommonNONE
253868103DLRDIGITAL REALTY TRUST INC$1,0000.00%3CommonNONE
745867101PHMPULTEGROUP INC$1,0000.00%6CommonNONE
88579Y101MMM3M CO$1,0000.00%5CommonNONE
459506101IFFINTERNATIONAL FLAVORS AND FRAGRANCES INC$1,0000.00%6CommonNONE
311900104FASTFASTENAL CO$1,0000.00%24CommonNONE
548661107LOWLOWES COS INC$1,0000.00%4CommonNONE
833445126SNOWSNOWFLAKE INC$1,0000.00%3CommonNONE
126650100CVSCVS HEALTH CORP$1,0000.00%11CommonNONE
12572Q105CMECME GROUP INC$1,0000.00%2CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$1,0000.00%18CommonNONE
693718108PCARPACCAR INC$1,0000.00%8CommonNONE
842162109SOUTHERN CO$1,0000.00%14CommonNONE
651639106NEMNEWMONT CORP$1,0000.00%10CommonNONE
941848103WATWATERS CORP$1,0000.00%2CommonNONE
040413106ANETEURARISTA NETWORKS INC$1,0000.00%12CommonNONE
30040W108ESEVERSOURCE ENERGY$1,0000.00%13CommonNONE
573284106MLMMARTIN MARIETTA MATERIALS INC$1,0000.00%1CommonNONE
22788C105CRWDCROWDSTRIKE HOLDINGS INC$1,0000.00%2CommonNONE
020002101ALLALLSTATE CORP$1,0000.00%4CommonNONE
052769106ADSKAUTODESK INC$1,0000.00%4CommonNONE
23804L103DDOGDOORDASH INC$1,0000.00%6CommonNONE
281020107EIXEDISON INTERNATIONAL$1,0000.00%9CommonNONE
759916109RGENRESMED INC$1,0000.00%4CommonNONE
032095101APHAMPHENOL CORP$1,0000.00%9CommonNONE
858119100STLDSTEEL DYNAMICS INC$1,0000.00%4CommonNONE
369550108GDGENERAL DYNAMICS CORP$1,0000.00%3CommonNONE
29444U700EQIXEQUINIX INC$1,0000.00%1CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$1,0000.00%3CommonNONE
70614W100PTONPELOTON INTERACTIVE INC$1,0000.00%49CommonNONE
872590104TMUST-MOBILE US INC$1,0000.00%8CommonNONE
91913Y100VLOVALERO ENERGY CORP$1,0000.00%4CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$1,0000.00%4CommonNONE
756109104OREALTY INCOME CORP$1,0000.00%16CommonNONE
406216101HALHALLIBURTON CO$1,0000.00%10CommonNONE
98389B100XELXCEL ENERGY INC$1,0000.00%6CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$1,0000.00%2CommonNONE
816196101SEALED AIR CORP$1,0000.00%40CommonNONE
237194105DRIDARDEN RESTAURANTS INC$1,0000.00%4CommonNONE
55261F104MTBM AND T BANK CORP$1,0000.00%4CommonNONE
194162103CLCOLGATE-PALMOLIVE CO$1,0000.00%14CommonNONE
571903202MARMARRIOTT INTERNATIONAL INC$1,0000.00%3CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$1,0000.00%4CommonNONE
016255101ALGNALIGN TECHNOLOGY INC$1,0000.00%2CommonNONE
159864107CRLCHARLES RIVER LABORATORIES INTL INC$1,0000.00%2CommonNONE
655844108NSCNORFOLK SOUTHERN CORP$1,0000.00%3CommonNONE
493267108KEYKEYCORP$1,0000.00%35CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$1,0000.00%14CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$1,0000.00%2CommonNONE
872540109TJXTJX COS INC$1,0000.00%8CommonNONE
172908105CTASCINTAS CORP$1,0000.00%7CommonNONE
316773100FITBFIFTH THIRD BANCORP$1,0000.00%22CommonNONE
50155Q100KDKYNDRYL HOLDINGS INC$1,0000.00%20CommonNONE
911365103URIUNITED RENTALS INC$1,0000.00%1CommonNONE
665859104NTRSNORTHERN TRUST CORP$1,0000.00%9CommonNONE
69331C108PCGPGE CORP$1,0000.00%27CommonNONE
023939101AMTMAMENTUM HOLDINGS INC$1,0000.00%18CommonNONE
89417E109TRVTRAVELERS COS INC$1,0000.00%4CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$1,0000.00%35CommonNONE
581557103MCKESSON CORP$1,0000.00%1CommonNONE
026874784AIGAMERICAN INTERNATIONAL GROUP INC$1,0000.00%16CommonNONE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$1,0000.00%3CommonNONE
26142R104DKNGDRAFTKINGS INC$1,0000.00%50CommonNONE
21036P108STZCONSTELLATION BRANDS INC$1,0000.00%5CommonNONE
743315103PGRPROGRESSIVE CORP$1,0000.00%6CommonNONE
617446448MSMORGAN STANLEY$1,0000.00%8CommonNONE
48251W104KKRKKR AND CO INC$1,0000.00%19CommonNONE
02209S103MOALTRIA GROUP INC$1,0000.00%16CommonNONE
127387108CDNSCADENCE DESIGN SYSTEMS INC$1,0000.00%3CommonNONE
49456B101KMIKINDER MORGAN INC$1,0000.00%48CommonNONE

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.