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Institutional

Baker Avenue Asset Management, LP

CIK 0001432529
$4.43B
Reported AUM
747
Positions
Q1 2026
Period
2026-05-12
Filed

The Brief · Baker Avenue Asset Management, LP · Q1 2026

AI · grounded in 13F

Baker Avenue Asset Management, LP significantly reduced its position in AFL by 94.35%. The fund also trimmed holdings in CRM by 43.14% and EA by 32.45%. Offsetting these sells, the manager increased its stake in SPY by 77.48% and established a new position in VEU worth $7.8M.

Portfolio · Q1 2026

NVDA$238.5MAAPL$236.1MSSDMSFTVBBNDIVVAGGSPABOther$2.88BBL

Top holdings· first 500 of 747

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$238.5M5.39%+137,211+11.2%
2AAPLAPPLE INC$307.34-1.25%51.31%116.17%$236.1M5.34%+52,994+6.0%
3SSDSIMPSON MFG INC$185.41-0.75%19.08%71.16%$157.0M3.55%26,421−2.8%
4MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$128.6M2.91%+52,565+17.8%
5VBVANGUARD INDEX FDS$288.20-2.44%25.47%39.47%$102.3M2.31%+3,990+1.0%
6BNDVANGUARD BD INDEX FDS$72.83-0.45%5.24%-1.47%$96.9M2.19%+34,789+2.7%
7IVVISHARES TR$740.91-2.62%24.60%80.03%$92.5M2.09%+2,507+1.8%
8AGGISHARES TR$98.17-0.50%5.32%-1.36%$92.1M2.08%+23,215+2.6%
9SPABSPDR SERIES TRUST$25.32-0.43%5.35%-1.39%$86.8M1.96%+84,655+2.6%
10VTIVANGUARD INDEX FDS$363.38-2.68%24.59%71.45%$83.4M1.88%+12,567+5.1%
11QUALISHARES TR$213.14-1.93%19.32%64.31%$81.4M1.84%+3,642+0.9%
12IWFISHARES TR$122.69-3.26%20.87%79.95%$77.4M1.75%12,509−6.4%
13VVVANGUARD INDEX FDS$339.76-2.62%24.19%76.59%$75.7M1.71%+8,194+3.3%
14AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$70.3M1.59%+19,094+6.0%
15GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$70.0M1.58%+3,043+1.3%
16SCHXSCHWAB STRATEGIC TR$29.05-2.65%23.85%74.97%$69.9M1.58%+29,251+1.1%
17IUSBISHARES TR$45.80-0.43%5.69%0.49%$68.4M1.55%+49,654+3.5%
18JPMJPMORGAN CHASE & CO$312.370.48%19.84%133.52%$62.4M1.41%+6,605+3.2%
19QQQINVESCO QQQ TR$705.06-4.80%33.69%99.06%$58.1M1.31%+685+0.7%
20APPAPPLOVIN CORP$557.20-0.30%33.34%806.46%$53.8M1.22%+52,752+63.9%
21EFGISHARES TR$119.90-3.38%10.57%18.62%$50.6M1.14%+3,553+0.8%
22IVEISHARES TR$226.54-1.15%20.41%66.77%$46.0M1.04%+4,059+1.9%
23PHPARKER-HANNIFIN CORP$882.341.16%32.59%201.59%$43.0M0.97%373−0.8%
24AMATAPPLIED MATLS INC$453.01-9.71%173.68%237.67%$41.0M0.93%4,429−3.6%
25BGBUNGE GLOBAL SA$126.46-2.29%74.41%86.38%$40.3M0.91%+2,322+0.7%
26XOMEXXON MOBIL CORP$149.92-1.39%48.36%212.97%$37.5M0.85%+23,306+11.8%
27VWOVANGUARD INTL EQUITY INDEX F$58.03-3.78%23.65%32.53%$35.8M0.81%+2,886+0.4%
28TSLATESLA INC$391.00-6.56%32.48%70.69%$35.6M0.81%1,182−1.2%
29SCZISHARES TR$83.52-2.53%21.21%26.98%$35.0M0.79%+1,839+0.4%
30LRCXLAM RESEARCH CORP$303.28-9.85%253.80%400.87%$34.3M0.78%16,221−9.2%
31ICVTISHARES TR$117.65-4.19%$34.2M0.77%+226+0.1%
32CATCATERPILLAR INC$904.28-3.85%$29.4M0.66%10,672−20.5%
33AMDADVANCED MICRO DEVICES INC$466.38-10.86%$28.4M0.64%+8,866+6.8%
34GEGE AEROSPACE$328.000.11%$27.9M0.63%+4,862+5.2%
35RSPTINVESCO EXCHANGE TRADED FD T$61.66-6.72%$27.4M0.62%+21,210+3.6%
36JQUAJ P MORGAN EXCHANGE TRADED F$69.89-2.82%$26.9M0.61%+2,395+0.5%
37EWWISHARES INC$75.10-2.93%$26.8M0.61%513−0.1%
38EMBISHARES TR$95.40-0.73%$26.3M0.59%24,789−8.1%
39JCIJOHNSON CONTROLS INTERNATION$143.65-2.54%$25.8M0.58%+2,491+1.3%
40METAMETA PLATFORMS INC$593.00-5.51%$25.3M0.57%75−0.2%
41MRVLMARVELL TECHNOLOGY INC$263.47-16.74%$24.4M0.55%+5,546+2.3%
42ORCLORACLE CORP$213.68-9.59%$24.1M0.54%+13,963+9.3%
43LLYELI LILLY & CO$1131.420.55%$23.9M0.54%+4,508+21.0%
44GLWCORNING INC$177.58-10.18%$23.8M0.54%36,720−17.3%
45ABBVABBVIE INC$227.231.02%$23.8M0.54%+24+0.0%
46SHOPSHOPIFY INC$109.54-5.60%$23.7M0.54%+30,268+17.8%
47LINLINDE PLC$507.900.09%$23.7M0.54%+3,635+8.2%
48VMBSVANGUARD SCOTTSDALE FDS$46.38-0.47%$23.6M0.53%+14,538+3.0%
49EAELECTRONIC ARTS INC$203.00-0.20%$23.3M0.53%54,966−32.5%
50USHYISHARES TR$36.78-0.43%$23.2M0.52%+16,099+2.6%
51SHYGISHARES TR$42.17-0.31%$23.1M0.52%+14,603+2.7%
52AVGOBROADCOM INC$385.73-7.92%$22.9M0.52%5,037−6.4%
53FCXFREEPORT MCMORAN INC$63.37-9.07%$22.6M0.51%7,639−1.9%
54SLBSLB LIMITED$54.87-5.41%$22.4M0.51%+1,791+0.4%
55RSPINVESCO EXCHANGE TRADED FD T$207.83-1.42%$22.3M0.50%+1,165+1.0%
56SPYSTATE STR SPDR S&P 500 ETF T$737.55-2.58%$22.0M0.50%+14,791+77.5%
57GOOGALPHABET INC$365.76-0.95%$20.7M0.47%+2,894+4.2%
58UBSUBS GROUP AG$47.01-1.38%$19.9M0.45%+6,273+1.2%
59NFLXNETFLIX INC.$82.180.76%$19.8M0.45%+7,811+3.9%
60HOODROBINHOOD MKTS INC$82.47-6.63%$19.4M0.44%1,435−0.5%
61FALNISHARES TR$26.89-0.52%$18.2M0.41%49,421−6.8%
62EWJISHARES INC$90.72-3.62%$17.8M0.40%+756+0.4%
63CTASCINTAS CORP$179.85-0.06%$17.2M0.39%+984+1.0%
64GSGOLDMAN SACHS GROUP INC$1038.68-4.94%$17.1M0.39%+25+0.1%
65EOGEOG RES INC$137.78-2.20%$16.5M0.37%+9,960+9.6%
66TMOTHERMO FISHER SCIENTIFIC INC$472.80-1.91%$16.3M0.37%+6,755+25.6%
67IBMINTERNATIONAL BUSINESS MACHS$284.84-5.61%$15.6M0.35%+2,096+3.4%
68UBERUBER TECHNOLOGIES INC$70.71-2.08%$15.3M0.35%36,806−14.7%
69QCOMQUALCOMM INC$215.94-10.98%$15.0M0.34%5,437−4.5%
70BABAALIBABA GROUP HLDG LTD$121.06-3.88%$14.8M0.33%+6,604+5.9%
71HDHOME DEPOT INC$310.780.27%$14.5M0.33%+8,983+25.6%
72TXNTEXAS INSTRS INC$285.06-6.65%$14.3M0.32%+239+0.3%
73APHAMPHENOL CORP$138.81-5.42%$14.1M0.32%+6,519+6.2%
74EFVISHARES TR$76.90-1.91%$14.0M0.32%+375+0.2%
75EFAISHARES TR$102.26-2.56%$13.2M0.30%+754+0.6%
76FANGDIAMONDBACK ENERGY INC$192.62-5.09%$13.1M0.30%+4,431+7.2%
77IGVISHARES TR$95.85-4.21%$12.5M0.28%+28,365+22.3%
78XLESELECT SECTOR SPDR TR$57.67-1.84%$12.2M0.28%+2,756+1.4%
79VRTVERTIV HOLDINGS CO$300.51-7.23%$12.1M0.27%12,534−20.6%
80IHIISHARES TR$50.080.42%$12.1M0.27%+11,547+5.4%
81ETNEATON CORP PLC$395.94-5.42%$12.0M0.27%14,038−29.5%
82SCHWSCHWAB CHARLES CORP$88.840.95%$11.9M0.27%+4,981+4.1%
83DWXSPDR INDEX SHS FDS$46.00-1.25%$11.9M0.27%+13,800+5.6%
84GIISPDR INDEX SHS FDS$74.36-0.57%$11.9M0.27%+7,475+5.0%
85DEMWISDOMTREE TR$53.74-3.38%$11.8M0.27%+12,630+5.6%
86DGROISHARES TR$75.17-0.78%$11.7M0.26%+5,100+3.2%
87QYLDGLOBAL X FDS$17.80-1.82%$11.6M0.26%+241,250+55.8%
88VMCVULCAN MATLS CO$281.38-0.59%$11.1M0.25%+1,950+5.0%
89RWXSPDR INDEX SHS FDS$26.42-1.78%$10.6M0.24%+18,642+4.9%
90ISRGINTUITIVE SURGICAL INC$422.060.77%$10.2M0.23%+687+3.2%
91NSCNORFOLK SOUTHN CORP$313.452.04%$10.1M0.23%+1,892+5.7%
92IAUISHARES GOLD TR$81.22-3.63%$10.1M0.23%7,122−5.9%
93KLACKLA CORP$1929.20-9.47%$10.0M0.23%+804+13.5%
94JNJJOHNSON & JOHNSON$232.772.02%$9.9M0.22%+24,407+150.8%
95NEENEXTERA ENERGY INC$85.840.19%$9.6M0.22%4,614−4.3%
96MRSHMARSH & MCLENNAN COS INC$165.442.59%$9.6M0.22%7,263−11.6%
97FLEXFLEXTRONICS INTL LTD$151.92-4.76%$9.6M0.22%30,282−17.2%
98DHID R HORTON INC$145.60-0.55%$9.5M0.22%+1,976+2.9%
99COSTCOSTCO WHOLESALE CORPORATION$971.87-0.05%$9.5M0.21%3,653−27.7%
100NOWSERVICENOW INC$112.45-5.79%$9.4M0.21%+74,398+484.5%
101IGMISHARES TR$8.9M0.20%+41+0.1%
102TNLTRAVEL PLUS LEISURE CO$8.5M0.19%+375+0.3%
103MLPXGLOBAL X FDS$8.4M0.19%+3,747+3.4%
104INTCINTEL CORP$8.4M0.19%+49,189+35.1%
105NDAQNASDAQ INC$8.3M0.19%+6,374+7.0%
106XLKSELECT SECTOR SPDR TR$8.1M0.18%442−0.7%
107CRMSALESFORCE INC$7.9M0.18%32,191−43.1%
108VEUVANGUARD INTL EQUITY INDEX F$7.8M0.18%+104,518NEW
109IWNISHARES TR$7.8M0.18%+41,106NEW
110IWCISHARES TR$7.7M0.17%+46,021+2278.3%
111NUENUCOR CORP$7.4M0.17%+122+0.3%
112PNCPNC FINL SVCS GROUP INC$7.2M0.16%+1,781+5.4%
113SYKSTRYKER CORPORATION$7.1M0.16%+19,814+1063.0%
114COINCOINBASE GLOBAL INC$7.0M0.16%+150+0.4%
115MARMARRIOTT INTL INC NEW$6.9M0.16%+151+0.7%
116WMTWALMART INC$6.9M0.16%+25,877+87.5%
117CRWDCROWDSTRIKE HLDGS INC$6.8M0.15%+16,527+2045.4%
118FDSFACTSET RESH SYS INC$6.7M0.15%+30,782NEW
119IWDISHARES TR$6.6M0.15%1,431−4.4%
120FBNDFIDELITY MERRIMACK STR TR$6.3M0.14%8,702−5.9%
121DEDEERE & CO$6.2M0.14%40−0.4%
122XYLDGLOBAL X FDS$6.1M0.14%+130,234+512.7%
123TQQQPROSHARES TR$6.0M0.14%+144,144NEW
124DHRDANAHER CORP DEL$5.9M0.13%+4,442+16.6%
125HCAHCA HEALTHCARE INC$5.8M0.13%99−0.8%
126BRK/BBERKSHIRE HATHAWAY INC DEL$5.8M0.13%+997+9.0%
127CVXCHEVRON CORPORATION$5.7M0.13%269−1.0%
128XLCSELECT SECTOR SPDR TR$5.5M0.13%4,277−7.9%
129EEMISHARES TR$5.4M0.12%+2,111+2.3%
130CCITIGROUP INC$5.4M0.12%+5,764+13.8%
131HLTHILTON WORLDWIDE HLDGS INC$5.4M0.12%+301+1.7%
132AMGNAMGEN INC$5.3M0.12%+110+0.7%
133VVISA INC$5.3M0.12%+617+3.7%
134ANETARISTA NETWORKS INC$5.1M0.12%+8,449+25.6%
135IYZISHARES TR$5.0M0.11%9,669−7.1%
136EOSEEOS ENERGY ENTERPRISES INC$5.0M0.11%4,093−0.4%
137IWBISHARES TR$4.9M0.11%57−0.4%
138PANWPALO ALTO NETWORKS INC$4.8M0.11%278−0.9%
139BURLBURLINGTON STORES INC$4.6M0.10%+1,783+14.3%
140TRVTRAVELERS COMPANIES INC$4.6M0.10%+1,110+7.5%
141CPNGCOUPANG INC$4.6M0.10%+53,796+28.2%
142VTEBVANGUARD MUN BD FDS$4.5M0.10%+4,587+5.3%
143VEAVANGUARD TAX-MANAGED FDS$4.5M0.10%321−0.5%
144BACBANK AMERICA CORP$4.4M0.10%+6,491+7.7%
145LITGLOBAL X FDS$4.4M0.10%+196+0.3%
146NVTNVENT ELEC PLC$4.3M0.10%+7,117+24.5%
147MUBISHARES TR$4.2M0.10%1,034−2.5%
148TRMBTRIMBLE INC$4.2M0.10%+586+0.9%
149JEPIJ P MORGAN EXCHANGE TRADED F$4.1M0.09%+1,701+2.4%
150AAGILENT TECHNOLOGIES INC$4.1M0.09%+1,252+3.6%
151ENPHENPHASE ENERGY INC$4.0M0.09%1,434−1.3%
152ABNBAIRBNB INC$4.0M0.09%+6,609+26.6%
153UNPUNION PAC CORP$4.0M0.09%5−0.0%
154DVNDEVON ENERGY CORP NEW$3.9M0.09%+417+0.5%
155VONGVANGUARD SCOTTSDALE FDS$3.9M0.09%2,864−7.5%
156ZNGAZOOM COMMUNICATIONS INC$3.9M0.09%+4,805+11.1%
157SJNKSPDR SERIES TRUST$3.9M0.09%+7,832+5.3%
158PGHYINVESCO EXCH TRADED FD TR II$3.8M0.09%149,626−43.4%
159SNXTD SYNNEX CORPORATION$3.8M0.09%2,329−9.4%
160COPCONOCOPHILLIPS$3.8M0.09%18,703−39.5%
161IWMISHARES TR$3.7M0.08%+12,472+495.1%
162JAAAJANUS DETROIT STR TR$3.7M0.08%+5,410+8.0%
163MPCMARATHON PETE CORP$3.7M0.08%+37+0.2%
164XLRESELECT SECTOR SPDR TR$3.6M0.08%+4,607+5.4%
165SMHVANECK ETF TRUST$3.6M0.08%+8,503+841.0%
166SRLNSSGA ACTIVE ETF TR$3.6M0.08%+6,864+8.2%
167PGRPROGRESSIVE CORP$3.6M0.08%+588+3.3%
168LQDISHARES TR$3.6M0.08%+2,100+6.7%
169STXSEAGATE TECHNOLOGY HLDNGS PL$3.6M0.08%112−1.2%
170BXMTBLACKSTONE MORTGAGE TRUST IN$3.6M0.08%+13,735+8.0%
171MPWRMONOLITHIC PWR SYS INC$3.5M0.08%+33+1.0%
172MAINMAIN STR CAP CORP$3.5M0.08%+3,150+5.0%
173PGXINVESCO EXCH TRADED FD TR II$3.4M0.08%+17,967+6.0%
174TEMTEMPUS AI INC$3.4M0.08%+35,800+89.3%
175ICLNISHARES TR$3.4M0.08%12,191−6.1%
176ARCCARES CAPITAL CORP$3.3M0.08%+16,228+9.6%
177XMESPDR SERIES TRUST$3.3M0.07%+549+1.8%
178NIONIO INC$3.3M0.07%8,300−1.5%
179MUSTCOLUMBIA ETF TR I$3.2M0.07%+5,827+3.8%
180ADPAUTOMATIC DATA PROCESSING IN$3.1M0.07%610−3.8%
181UPSUNITED PARCEL SVCS INC$3.1M0.07%+1,231+4.0%
182CSCOCISCO SYS INC$3.1M0.07%+3,409+9.4%
183SHELSHELL PLC$3.1M0.07%20,639−38.4%
184DFNMDIMENSIONAL ETF TRUST$3.0M0.07%+3,705+6.2%
185XPOXPO INC$3.0M0.07%1,572−9.2%
186TNADIREXION SHARES ETF TRUST$3.0M0.07%+52,500+350.0%
187PTCPTC INC$2.8M0.06%+1,364+7.3%
188SNOWSNOWFLAKE INC$2.8M0.06%2,377−11.2%
189GEVGE VERNOVA INC$2.8M0.06%+794+32.2%
190DFACDIMENSIONAL ETF TRUST$2.8M0.06%HELD
191IAIISHARES TR$2.5M0.06%46−0.3%
192APPFAPPFOLIO INC$2.5M0.06%+361+2.4%
193WMT2WELLS FARGO & CO$2.5M0.06%+2,874+10.3%
194VNETVNET GROUP INC$2.4M0.05%+63,133+28.1%
195AKAMAKAMAI TECHNOLOGIES INC$2.3M0.05%+4,340+27.2%
196TOSTTOAST INC$2.3M0.05%+87,870NEW
197GAPGAP INC$2.3M0.05%+60,032+178.2%
198QUREQUANTA SVCS INC$2.3M0.05%+477+13.1%
199QQEWFIRST TR EXCHANGE-TRADED FD$2.2M0.05%1,234−6.6%
200EUSBISHARES TR$2.2M0.05%+616+1.2%
201PLTRPALANTIR TECHNOLOGIES INC$2.2M0.05%528−3.4%
202TTTRANE TECHNOLOGIES PLC$2.2M0.05%2,372−31.1%
203VOOVANGUARD INDEX FDS$2.2M0.05%2,225−37.9%
204BSVVANGUARD BD INDEX FDS$2.2M0.05%521−1.8%
205IJHISHARES TR$2.2M0.05%15−0.0%
206MRKMERCK & CO INC$2.1M0.05%+3,769+27.2%
207TRGPTARGA RES CORP$2.1M0.05%16−0.2%
208PHYSSPROTT ASSET MANAGEMENT LP$2.0M0.05%1,699−2.9%
209TWLOTWILIO INC$2.0M0.05%+4,156+34.7%
210EAGGISHARES TR$2.0M0.05%+594+1.4%
211RTXRTX CORPORATION$2.0M0.05%+1,034+11.1%
212TGTTARGET CORP$1.9M0.04%11,228−41.3%
213FIGRFIGURE TECHNOLOGY SOLUTIO$1.9M0.04%361−0.6%
214IOTSAMSARA INC$1.9M0.04%+60,726NEW
215KOCOCA COLA CO$1.9M0.04%+1,170+5.0%
216FTECFIDELITY COVINGTON TRUST$1.8M0.04%250−2.7%
217SOFISOFI TECHNOLOGIES INC$1.8M0.04%+14+0.0%
218PEPPEPSICO INC$1.8M0.04%+2,813+31.5%
219UNHUNITEDHEALTH GROUP INC$1.8M0.04%+720+12.1%
220OEFISHARES TR$1.8M0.04%556−9.0%
221CDNSCADENCE DESIGN SYSTEM INC$1.8M0.04%+33+0.5%
222MLMMARTIN MARIETTA MATLS INC$1.8M0.04%51−1.7%
223SGOVISHARES TR$1.8M0.04%651−3.6%
224XLVSELECT SECTOR SPDR TR$1.8M0.04%286−2.3%
225DSIISHARES TR$1.7M0.04%146−1.0%
226CRUSCIRRUS LOGIC INC$1.7M0.04%+217+1.8%
227VUGVANGUARD INDEX FDS$1.7M0.04%58−1.4%
228VGTVANGUARD WORLD FD$1.7M0.04%587−19.1%
229MUMICRON TECHNOLOGY INC$1.7M0.04%+2,121+70.5%
230XLFSELECT SECTOR SPDR TR$1.7M0.04%1,856−5.1%
231CMECME GROUP INC$1.7M0.04%79−1.4%
232IJRISHARES TR$1.7M0.04%+2,094+18.6%
233MAMASTERCARD INCORPORATED$1.6M0.04%+635+24.0%
234SHWSHERWIN WILLIAMS CO$1.6M0.04%929−15.4%
235SUSAISHARES TR$1.6M0.04%84−0.7%
236TJXTJX COS INC NEW$1.6M0.04%+3,928+64.0%
237AXPAMERICAN EXPRESS CO$1.6M0.04%+185+3.6%
238DPZDOMINOS PIZZA INC$1.6M0.04%+952+27.9%
239BIZDVANECK ETF TRUST$1.6M0.04%+6,126+5.3%
240JDJD.COM INC$1.5M0.03%58,742−53.0%
241SPGIS&P GLOBAL INC$1.5M0.03%+1,314+57.6%
242JBHTHUNT J B TRANS SVCS INC$1.5M0.03%+2,339+48.3%
243PGPROCTER & GAMBLE CO$1.5M0.03%+1,604+18.1%
244ABTABBOTT LABORATORIES$1.5M0.03%2,080−12.8%
245TTANSERVICETITAN INC$1.4M0.03%26,809−54.7%
246BMYBRISTOL-MYERS SQUIBB CO$1.4M0.03%+13,930+156.8%
247LMTLOCKHEED MARTIN CORP$1.4M0.03%+827+56.6%
248VCRVANGUARD WORLD FD$1.3M0.03%299−7.4%
249TEAMATLASSIAN CORPORATION$1.3M0.03%+17,719+1182.8%
250XLYSELECT SECTOR SPDR TR$1.3M0.03%HELD
251PRVAPRIVIA HEALTH GROUP INC$1.3M0.03%+61,699NEW
252CMICUMMINS INC$1.3M0.03%+771+49.1%
253LOWLOWES COS INC$1.2M0.03%211−4.0%
254WDCWESTERN DIGITAL CORP$1.2M0.03%+1,692+62.2%
255EATBRINKER INTL INC$1.2M0.03%459−5.2%
256CFCF INDUSTRIES HOLD$1.2M0.03%+4,138+83.3%
257MCDMCDONALDS CORP$1.2M0.03%+288+8.3%
258HALHALLIBURTON CO$1.2M0.03%11,083−27.3%
259CHWYCHEWY INC$1.1M0.03%+42,356NEW
260DELLDELL TECHNOLOGIES INC$1.1M0.03%+1,073+18.3%
261TERTERADYNE INC$1.1M0.03%+1,761+85.4%
262GDGENERAL DYNAMICS CORP$1.1M0.03%+464+16.7%
263TSNTYSON FOODS INC$1.1M0.03%+5,297+44.2%
264BKNGBOOKING HOLDINGS INC$1.1M0.03%+102+63.4%
265MSMORGAN STANLEY$1.1M0.02%+1,819+37.2%
266FIVEFIVE BELOW INC$1.1M0.02%+2,124+79.1%
267VZVERIZON COMMUNICATIONS INC$1.1M0.02%+13,256+153.9%
268ITMVANECK ETF TRUST$1.1M0.02%+797+3.5%
269WMBWILLIAMS COS INC$1.1M0.02%1,933−11.5%
270ITOTISHARES TR$1.1M0.02%3−0.0%
271FIXCOMFORT SYS USA INC$1.1M0.02%+539+221.8%
272CAVACAVA GROUP INC$1.1M0.02%8,375−38.8%
273HONHONEYWELL INTL INC$1.1M0.02%+1,853+65.1%
274EXIISHARES TR$1.1M0.02%528−8.3%
275HYDVANECK ETF TRUST$1.1M0.02%+835+4.1%
276CLCOLGATE PALMOLIVE CO$1.0M0.02%+133+1.1%
277ISTBISHARES TR$1.0M0.02%6,008−22.1%
278PCGPG&E CORP$1.0M0.02%+42,896+281.2%
279VTVANGUARD INTL EQUITY INDEX F$1.0M0.02%148−2.0%
280RLRALPH LAUREN CORP$1.0M0.02%+589+25.1%
281MDYSTATE STR SPDR S&P MIDCAP 40$1.0M0.02%HELD
282PENPENUMBRA INC$990K0.02%350−10.4%
283XLBSELECT SECTOR SPDR TR$984K0.02%2,440−11.0%
284DJPBARCLAYS BANK PLC$964K0.02%+868+4.5%
285CWCURTISS WRIGHT CORP$958K0.02%+119+9.2%
286MCKMCKESSON CORP$944K0.02%+124+12.8%
287GMGENERAL MTRS CO$944K0.02%+5,520+77.2%
288ADIANALOG DEVICES INC$927K0.02%+131+4.7%
289FTITECHNIPFMC PLC$919K0.02%+5,543+71.6%
290FDXFEDEX CORP$918K0.02%+707+37.8%
291CLHCLEAN HARBORS INC$905K0.02%+215+7.3%
292MNSTMONSTER BEVERAGE CORP NEW$889K0.02%+263+2.2%
293TMUST-MOBILE US INC$885K0.02%+1,597+61.1%
294CCKCROWN HLDGS INC$882K0.02%32−0.4%
295CBCHUBB LTD SWITZ$867K0.02%+650+32.3%
296ALSNALLISON TRANSMISSION HLDGS I$865K0.02%+262+3.7%
297OHIOMEGA HEALTHCARE INVS INC$863K0.02%+2,304+13.2%
298COFCAPITAL ONE FINL CORP$855K0.02%+2,030+76.4%
299PSXPHILLIPS 66$850K0.02%+2,489+114.3%
300MTCHMATCH GROUP INC NEW$843K0.02%+17,764+183.4%
301VCELVERICEL CORP$837K0.02%2,729−9.5%
302ACNACCENTURE PLC IRELAND$833K0.02%1,286−23.4%
303INGRINGREDION INC$831K0.02%+1,968+36.4%
304EDCONSOLIDATED EDISON INC$827K0.02%+816+12.6%
305GILDGILEAD SCIENCES INC$822K0.02%+4,067+222.5%
306REGNREGENERON PHARMACEUTICALS$819K0.02%+678+177.0%
307KYNKAYNE ANDERSON ENERGY INFRST$811K0.02%HELD
308XLISELECT SECTOR SPDR TR$808K0.02%+256+5.4%
309WMWASTE MGMT INC DEL$807K0.02%+812+30.1%
310SOSOUTHERN CO$806K0.02%+797+10.6%
311TXG10X GENOMICS INC$805K0.02%+2,299+6.5%
312ROSTROSS STORES INC$800K0.02%+3,694NEW
313GLDSPDR GOLD TR$797K0.02%HELD
314ITTITT INC$796K0.02%+4,176NEW
315WYNNWYNN RESORTS LTD$793K0.02%822−9.5%
316DOCUDOCUSIGN INC$787K0.02%+3,775+29.4%
317DALDELTA AIR LINES INC$780K0.02%+5,146+78.1%
318CITHE CIGNA GROUP$777K0.02%+1,808+163.8%
319EMEEMCOR GROUP INC$771K0.02%+1,044NEW
320PHMPULTE GROUP INC$770K0.02%883−11.9%
321MLNVANECK ETF TRUST$766K0.02%+2,470+6.0%
322PCVXVAXCYTE INC$764K0.02%HELD
323OKTAOKTA INC$757K0.02%+9,618NEW
324MKSIMKS INC.$753K0.02%+954+41.1%
325VOXVANGUARD WORLD FD$750K0.02%134−3.1%
326FTNTFORTINET INC$747K0.02%+4,990+120.1%
327NTRSNORTHERN TR CORP$747K0.02%+2,460+85.0%
328TSMTAIWAN SEMICONDUCTOR MANUFAC$742K0.02%+276+14.4%
329RVNUDBX ETF TR$742K0.02%+1,657+5.8%
330ULTAULTA BEAUTY INC$737K0.02%+339+31.7%
331WSMWILLIAMS SONOMA INC$729K0.02%187−4.5%
332KEYSKEYSIGHT TECHNOLOGIES INC$729K0.02%+768+42.3%
333CASYCASEYS GEN STORES INC$724K0.02%20−2.0%
334IVWISHARES TR$722K0.02%HELD
335SCHFSCHWAB STRATEGIC TR$721K0.02%+8,626+42.1%
336BABOEING CO$720K0.02%+524+16.9%
337BRK/ABERKSHIRE HATHAWAY INC DEL$718K0.02%HELD
338GGENPACT LIMITED$715K0.02%+932+5.1%
339SSOPROSHARES TR$714K0.02%HELD
340PFEPFIZER INC$711K0.02%+1,732+7.3%
341VRSNVERISIGN INC$708K0.02%+2,852NEW
342ADBEADOBE INC$707K0.02%+837+40.4%
343BLKBLACKROCK INC$701K0.02%+260+55.4%
344WWAYFAIR INC$698K0.02%1,097−10.6%
345DGDOLLAR GEN CORP$692K0.02%+3,458+145.7%
346EGPEASTGROUP PPTYS INC$689K0.02%+437+13.3%
347CFGCITIZENS FINL GROUP INC$688K0.02%+2,607+29.4%
348CNCCENTENE CORP DEL$685K0.02%+11,808+129.5%
349AUBATLANTIC UN BANKSHARES CORP$683K0.02%HELD
350BALLBALL CORP$682K0.02%+6,212+116.5%
351VCSHVANGUARD SCOTTSDALE FDS$680K0.02%HELD
352NEMNEWMONT CORP$679K0.02%+4,116+191.0%
353EIXEDISON INTL$677K0.02%+5,795+168.0%
354APLDAPPLIED DIGITAL CORP$674K0.02%2,000−6.6%
355EXPEEXPEDIA GROUP INC$672K0.02%1,267−30.3%
356SPMOINVESCO EXCH TRADED FD TR II$662K0.01%+3,542+149.8%
357ILMNILLUMINA INC$662K0.01%+968+22.0%
358JBLJABIL INC$658K0.01%86−3.4%
359PYPLPAYPAL HLDGS INC$654K0.01%+3,723+34.7%
360ONEQFIDELITY COMWLTH TR$652K0.01%HELD
361PLDPROLOGIS INC.$645K0.01%+112+2.3%
362ESEVERSOURCE ENERGY$641K0.01%+4,258+85.3%
363BXBLACKSTONE INC$638K0.01%+3,125+129.0%
364PDPINVESCO EXCHANGE TRADED FD T$634K0.01%99−1.9%
365DISDISNEY WALT CO$628K0.01%+1,107+20.4%
366IEMGISHARES INC$628K0.01%+867+10.7%
367XLGINVESCO EXCHANGE TRADED FD T$627K0.01%260−2.2%
368AFRMAFFIRM HLDGS INC$622K0.01%76−0.6%
369PDBCINVESCO ACTVELY MNGD ETC FD$621K0.01%+3,802+11.9%
370CBOECBOE GLOBAL MKTS INC$619K0.01%+44+2.0%
371INTUINTUIT$615K0.01%+687+93.3%
372EXEEXPAND ENERGY CORPORATION$614K0.01%+5,592NEW
373SNASNAP ON INC$611K0.01%+142+9.2%
374LNTALLIANT ENERGY CORP$602K0.01%+152+1.8%
375BYDBOYD GAMING CORP$599K0.01%369−4.8%
376TANINVESCO EXCH TRADED FD TR II$595K0.01%HELD
377HWMHOWMET AEROSPACE INC$595K0.01%+313+13.8%
378ECLECOLAB INC$594K0.01%+181+8.8%
379VXUSVANGUARD STAR FDS$594K0.01%221−2.8%
380NTRANATERA INC$584K0.01%+281+10.6%
381BPBP PLC$583K0.01%HELD
382ESSESSEX PPTY TR INC$582K0.01%+412+20.7%
383PBHPRESTIGE CONSMR HEALTHCARE I$581K0.01%+9,810NEW
384LAMRLAMAR ADVERTISING CO$581K0.01%+779+20.4%
385AMPAMERIPRISE FINL INC$581K0.01%+1,306NEW
386BKBANK NEW YORK MELLON CORP$580K0.01%+773+18.8%
387CCL1EURCARNIVAL CORP$577K0.01%+1,643+8.0%
388IWVISHARES TR$577K0.01%+1,557NEW
389ZTSZOETIS INC$573K0.01%1,735−26.4%
390RHIROBERT HALF INC.$565K0.01%+9,819+78.9%
391UALUNITED AIRLS HLDGS INC$564K0.01%+2,312+60.6%
392EPREPR PPTYS$559K0.01%+1,269+12.8%
393NNNNNN REIT INC$556K0.01%+1,760+15.3%
394MGKVANGUARD WORLD FD$553K0.01%+189+14.4%
395NYTNEW YORK TIMES CO MTN BE$552K0.01%+6,593NEW
396WWDWOODWARD INC$552K0.01%+509+49.3%
397ITWILLINOIS TOOL WKS INC$550K0.01%23−1.1%
398SOUNSOUNDHOUND AI INC$550K0.01%90−0.1%
399BSXBOSTON SCIENTIFIC CORP$544K0.01%19,153−68.8%
400CVSCVS HEALTH CORP$539K0.01%+1,228+19.6%
401VIGVANGUARD SPECIALIZED FUNDS$539K0.01%712−22.1%
402SLVISHARES SILVER TR$537K0.01%50,132−86.4%
403MCOMOODYS CORP$535K0.01%+378+44.6%
404AEOAMERICAN EAGLE OUTFITTERS IN$534K0.01%+31,954NEW
405SUNSUNOCO LP/SUNOCO FIN CORP$533K0.01%980−10.7%
406DOWDOW HLDGS INC$532K0.01%+12,770NEW
407TAT&T INC$532K0.01%+1,148+6.7%
408URIUNITED RENTALS INC$532K0.01%131−15.2%
409FRFIRST INDL RLTY TR INC$530K0.01%+854+10.3%
410CMCSACOMCAST CORP NEW$527K0.01%+1,430+8.4%
411MASMASCO CORP$515K0.01%+772+9.9%
412TXRHTEXAS ROADHOUSE INC$514K0.01%+3,115NEW
413AONAON PLC$511K0.01%+1,583NEW
414IHEISHARES TR$511K0.01%+5,894NEW
415ANFABERCROMBIE & FITCH CO$506K0.01%575−9.4%
416JEPQJ P MORGAN EXCHANGE TRADED F$506K0.01%HELD
417STSENSATA TECHNOLOGIES HLDG PL$503K0.01%+1,173+9.0%
418GISGENERAL MILLS INC$501K0.01%+13,467NEW
419ESGUISHARES TR$498K0.01%100−2.8%
420PCTYPAYLOCITY HLDG CORP$497K0.01%+876+23.5%
421DDDUPONT DE NEMOURS INC$497K0.01%+2,149+24.7%
422KMIKINDER MORGAN INC DEL$495K0.01%+6,322+74.8%
423IFFINTERNATIONAL FLAVORS&FRAGRA$495K0.01%+1,120+19.6%
424STTSTATE STR CORP$494K0.01%+413+11.8%
425TTCTORO CO$493K0.01%+2,311+77.9%
426SCHDSCHWAB STRATEGIC TR$491K0.01%HELD
427EVREVERCORE INC$490K0.01%+1,643NEW
428WSOWATSCO INC$487K0.01%+16+1.2%
429USFDUS FOODS HLDG CORP$487K0.01%+736+16.2%
430NBIXNEUROCRINE BIOSCIENCES INC$486K0.01%+3,690NEW
431YETIYETI HLDGS INC$486K0.01%+2,409+22.2%
432ESGDISHARES TR$486K0.01%90−1.7%
433DTDYNATRACE INC$485K0.01%+1,640+14.3%
434RNGRINGCENTRAL INC$485K0.01%+13,045NEW
435AFLAFLAC INC$485K0.01%73,768−94.4%
436AVYAVERY DENNISON CORP$484K0.01%408−12.7%
437TOLTOLL BROTHERS INC$484K0.01%+965+37.4%
438MHKMOHAWK INDS INC$481K0.01%+4,884NEW
439GLPIGAMING & LEISURE P$478K0.01%+2,554+31.0%
440DUKDUKE ENERGY CORP NEW$478K0.01%+786+27.4%
441VIKVIKING HOLDINGS LTD$477K0.01%+6,496NEW
442IYHISHARES TR$476K0.01%151−1.9%
443LECOLINCOLN ELEC HLDGS INC$475K0.01%+358+23.1%
444FOXAFOX CORP$475K0.01%1,624−16.7%
445CAHCARDINAL HEALTH INC$475K0.01%+917+69.0%
446JKHYHENRY JACK & ASSOC INC$474K0.01%+3,001NEW
447VMIVALMONT INDS INC$473K0.01%+179+17.8%
448KKRKKR & CO INC$470K0.01%+5,084NEW
449AZOAUTOZONE INC$468K0.01%+26+23.0%
450RBCRBC BEARINGS INC$465K0.01%+857NEW
451EVRGEVERGY INC$465K0.01%+768+15.7%
452PEGPUBLIC SVC ENTERPRISE GROUP$464K0.01%+189+3.4%
453IDXXIDEXX LABS INC$464K0.01%+120+17.0%
454SBUXSTARBUCKS CORP$462K0.01%+2,521+95.6%
455TPRTAPESTRY INC$461K0.01%+740+29.3%
456GXPCGLOBAL X FDS$459K0.01%+16,649NEW
457VTHRVANGUARD SCOTTSDALE FDS$458K0.01%27−1.7%
458LVSLAS VEGAS SANDS CORP$453K0.01%+5,130+156.8%
459CDWCDW CORP$451K0.01%+1,789+92.2%
460ORIOLD REP INTL CORP$450K0.01%+339+3.1%
461GXPTGLOBAL X FDS$448K0.01%+18,063NEW
462LHXL3HARRIS TECHNOLOGIES INC$447K0.01%+264+25.6%
463IDEVISHARES TR$447K0.01%HELD
464WABWABTEC$446K0.01%+275+18.2%
465CEFSPROTT ASSET MANAGEMENT LP$442K0.01%HELD
466TELTE CONNECTIVITY PLC$441K0.01%205−8.8%
467OXYOCCIDENTAL PETE CORP$436K0.01%+6,702NEW
468ADSKAUTODESK INC$434K0.01%331−15.4%
469VBILVANGUARD INSTL INDEX FD$433K0.01%HELD
470SYFSYNCHRONY FINANCIAL$433K0.01%+221+3.6%
471DECKDECKERS OUTDOOR CORP$432K0.01%+1,675+63.5%
472GWREGUIDEWIRE SOFTWARE INC$429K0.01%+2,871NEW
473TYGTORTOISE ENERGY INFRSTRCTR C$429K0.01%HELD
474FISVFISERV INC$429K0.01%+1,702+28.4%
475ESTCELASTIC N V$428K0.01%+4,645+118.5%
476MANMANPOWERGROUP INC WIS$425K0.01%+14,429NEW
477BUFYFIRST TR EXCHNG TRADED FD VI$424K0.01%+18,941NEW
478IBUFINNOVATOR ETFS TRUST$423K0.01%+14,345NEW
479FTXLFIRST TR EXCHANGE TRADED FD$421K0.01%+2,855NEW
480ROPROPER TECHNOLOGIES INC$419K0.01%+1,185NEW
481BITOPROSHARES TR$419K0.01%+45,000NEW
482ORLYOREILLY AUTOMOTIVE INC$417K0.01%+1,155+34.3%
483NVSTENVISTA HOLDINGS CORPORATION$416K0.01%+3,684+28.9%
484PODDINSULET CORP$416K0.01%+827+71.7%
485IWRISHARES TR$415K0.01%+130+3.1%
486GLOBGLOBANT S A$414K0.01%453−4.8%
487BFAMBRIGHT HORIZONS FAM SOL IN D$414K0.01%+2,212+78.3%
488ROKUROKU INC$411K0.01%+1,527+54.1%
489VXFVANGUARD INDEX FDS$411K0.01%57−2.8%
490PMPHILIP MORRIS INTL INC$411K0.01%+712+40.2%
491SKYYFIRST TR EXCHANGE-TRADED FD$409K0.01%HELD
492FHBFIRST HAWAIIAN INC$409K0.01%+4,927+42.3%
493VFCV F CORP$408K0.01%+24,043NEW
494HSTHOST HOTELS & RESORTS INC$408K0.01%+21,290NEW
495AXTAAXALTA COATING SYS LTD$406K0.01%+8,296+130.1%
496BROBROWN & BROWN INC$405K0.01%3,030−32.8%
497BIIBBIOGEN INC$405K0.01%+610+38.2%
498LULULULULEMON ATHLETICA INC$403K0.01%+2,632NEW
499ITGARTNER INC$403K0.01%+2,544NEW
500SWKSSKYWORKS SOLUTIONS INC$400K0.01%+412+5.8%

Source: SEC EDGAR · accession 0001432529-26-000007. 13F discloses long positions only — shorts, foreign equities, and options are excluded.