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Institutional

Baker Avenue Asset Management, LP

CIK 0001432529
$5.28B
Reported AUM
810
Positions
Q2 2026
Period
2026-07-28
Filed

Editorial summary

Summary for Baker Avenue Asset Management, LP · Q2 2026 is not yet generated. It will appear here after the next nightly run.

Portfolio · Q2 2026

AAPL$277.4MNVDASSDMSFTVBIVVOther$3.52BBL

Top holdings· first 500 of 810

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1AAPLAPPLE INC$333.60-1.36%65.41%124.96%$277.4M5.25%HELD
2NVDANVIDIA CORPORATION$195.052.66%9.52%751.61%$258.9M4.90%HELD
3SSDSIMPSON MFG INC$186.67-1.48%6.47%74.14%$191.5M3.62%HELD
4MSFTMICROSOFT CORP$451.1415.52%-13.24%55.41%$140.6M2.66%HELD
5VBVANGUARD INDEX FDS$295.820.96%25.00%39.48%$119.4M2.26%HELD
6IVVISHARES TR$745.231.65%20.00%75.17%$107.9M2.04%HELD
7BNDVANGUARD BD INDEX FDS$72.400.03%2.03%-1.65%$100.6M1.90%HELD
8IWFISHARES TR$117.432.96%6.02%61.53%$96.9M1.83%HELD
9AGGISHARES TR$97.610.06%2.12%-1.50%$96.2M1.82%HELD
10VTIVANGUARD INDEX FDS$366.331.64%19.26%65.80%$95.3M1.80%HELD
11GOOGLALPHABET INC$333.62-0.92%76.18%131.67%$92.2M1.75%HELD
12SPABSPDR SERIES TRUST$25.160.00%2.04%-1.73%$90.0M1.70%HELD
13QUALISHARES TR$218.921.36%19.58%62.20%$89.4M1.69%HELD
14AMATAPPLIED MATLS INC$501.7714.97%179.14%284.62%$86.1M1.63%HELD
15VVVANGUARD INDEX FDS$341.271.73%19.95%72.52%$85.5M1.62%HELD
16AMZNAMAZON COM INC$235.663.98%5.54%30.60%$81.2M1.54%HELD
17AMDADVANCED MICRO DEVICES INC$485.4613.01%188.39%347.27%$80.1M1.52%HELD
18SCHXSCHWAB STRATEGIC TR$29.251.53%19.85%71.32%$78.9M1.49%HELD
19QQQINVESCO QQQ TR$683.363.27%20.05%79.46%$76.5M1.45%HELD
20JPMJPMORGAN CHASE & CO$350.931.80%21.40%144.23%$72.6M1.37%HELD
21IUSBISHARES TR$45.540.08%2.48%0.22%$72.0M1.36%HELD
22LRCXLAM RESEARCH CORP$297.7217.98%163.30%339.52%$69.2M1.31%HELD
23APPAPPLOVIN CORP$403.971.13%6.51%473.68%$67.0M1.27%HELD
24MRVLMARVELL TECHNOLOGY INC$183.3012.18%146.73%205.17%$61.1M1.16%HELD
25EFGISHARES TR$122.323.18%16.75%19.33%$57.4M1.09%HELD
26CATCATERPILLAR INC$808.913.35%84.23%304.51%$51.3M0.97%HELD
27IVEISHARES TR$232.16-0.09%21.39%68.81%$47.6M0.90%HELD
28PHPARKER-HANNIFIN CORP$962.791.23%35.58%243.13%$46.9M0.89%HELD
29GLWCORNING INC$135.229.00%120.30%282.48%$44.2M0.84%HELD
30TSLATESLA INC$308.803.51%-1.42%21.64%$43.1M0.81%HELD
31RSPTINVESCO EXCHANGE TRADED FD T$60.082.74%$41.1M0.78%HELD
32ICVTISHARES TR$113.383.37%$40.7M0.77%HELD
33VWOVANGUARD INTL EQUITY INDEX F$58.192.24%$39.9M0.75%HELD
34GEGE AEROSPACE$355.041.26%$37.9M0.72%HELD
35SCZISHARES TR$84.372.45%$37.2M0.70%HELD
36BGBUNGE GLOBAL SA$105.07-2.51%$35.1M0.67%HELD
37XOMEXXON MOBIL CORP$157.130.25%$31.9M0.60%HELD
38JQUAJ P MORGAN EXCHANGE TRADED F$72.160.78%$31.9M0.60%HELD
39LLYELI LILLY & CO$1155.56-4.50%$31.8M0.60%HELD
40GOOGALPHABET INC$333.53-0.66%$31.8M0.60%HELD
41KLACKLA CORP$180.335.96%$31.1M0.59%HELD
42JCIJOHNSON CONTROLS INTERNATION$143.893.21%$29.6M0.56%HELD
43HOODROBINHOOD MKTS INC$86.62-3.58%$29.1M0.55%HELD
44AVGOBROADCOM INC$388.154.81%$28.5M0.54%HELD
45EWWISHARES INC$77.112.04%$27.1M0.51%HELD
46METAMETA PLATFORMS INC$539.74-7.83%$26.8M0.51%HELD
47UBSUBS GROUP AG$53.393.07%$26.0M0.49%HELD
48LINLINDE PLC$508.64-0.49%$26.0M0.49%HELD
49ORCLORACLE CORP$127.518.30%$26.0M0.49%HELD
50FCXFREEPORT MCMORAN INC$63.445.75%$25.7M0.49%HELD
51USHYISHARES TR$36.790.33%$24.4M0.46%HELD
52SHYGISHARES TR$42.140.24%$24.3M0.46%HELD
53EMBISHARES TR$94.790.24%$23.9M0.45%HELD
54VMBSVANGUARD SCOTTSDALE FDS$46.250.13%$23.5M0.44%HELD
55RSPINVESCO EXCHANGE TRADED FD T$215.36-0.17%$23.4M0.44%HELD
56EAELECTRONIC ARTS INC$209.590.33%$23.2M0.44%HELD
57INTCINTEL CORP$91.1911.37%$22.6M0.43%HELD
58ABBVABBVIE INC$257.79-2.09%$21.5M0.41%HELD
59TXNTEXAS INSTRS INC$278.442.63%$21.1M0.40%HELD
60GSGOLDMAN SACHS GROUP INC$1024.864.50%$21.1M0.40%HELD
61SLBSLB LIMITED$48.92-0.08%$20.8M0.39%HELD
62CRWDCROWDSTRIKE HLDGS INC$185.353.33%$20.5M0.39%HELD
63EWJISHARES INC$93.274.39%$19.9M0.38%HELD
64APHAMPHENOL CORP$159.826.33%$19.8M0.37%HELD
65QCOMQUALCOMM INC$151.64-2.59%$19.6M0.37%HELD
66SPYSTATE STR SPDR S&P 500 ETF T$741.921.71%$19.5M0.37%HELD
67IBMINTERNATIONAL BUSINESS MACHS$221.64-2.12%$19.5M0.37%HELD
68FALNISHARES TR$26.940.30%$19.2M0.36%HELD
69SHOPSHOPIFY INC$122.40-5.24%$18.9M0.36%HELD
70TMOTHERMO FISHER SCIENTIFIC INC$576.780.06%$17.8M0.34%HELD
71CTASCINTAS CORP$206.79-4.50%$17.4M0.33%HELD
72HDHOME DEPOT INC$333.33-1.46%$17.2M0.33%HELD
73NFLXNETFLIX INC.$73.19-0.60%$16.1M0.31%HELD
74SCHWSCHWAB CHARLES CORP$104.33-0.13%$16.1M0.30%HELD
75UBERUBER TECHNOLOGIES INC$70.37-1.17%$15.9M0.30%HELD
76EOGEOG RES INC$145.51-0.29%$15.6M0.30%HELD
77IGVISHARES TR$93.391.10%$15.6M0.29%HELD
78VRTVERTIV HOLDINGS CO$227.612.05%$15.3M0.29%HELD
79EFAISHARES TR$106.242.78%$14.8M0.28%HELD
80EFVISHARES TR$81.312.43%$14.5M0.27%HELD
81ETNEATON CORP PLC$386.896.91%$14.5M0.27%HELD
82DHID R HORTON INC$145.53-1.11%$14.4M0.27%HELD
83VMCVULCAN MATLS CO$271.24-4.47%$13.6M0.26%HELD
84FLEXFLEX LTD$111.918.63%$13.3M0.25%HELD
85NEENEXTERA ENERGY INC$87.93-0.60%$12.8M0.24%HELD
86BABAALIBABA GROUP HLDG LTD$116.301.10%$12.7M0.24%HELD
87XLKSELECT SECTOR SPDR TR$175.745.51%$12.5M0.24%HELD
88IGMISHARES TR$152.894.58%$12.4M0.23%HELD
89NSCNORFOLK SOUTHN CORP$333.93-0.54%$12.4M0.23%HELD
90IHIISHARES TR$52.74-1.05%$12.4M0.23%HELD
91DEMWISDOMTREE TR$53.602.47%$12.4M0.23%HELD
92DGROISHARES TR$78.23-0.05%$12.3M0.23%HELD
93FANGDIAMONDBACK ENERGY INC$199.770.32%$11.9M0.23%HELD
94DWXSPDR INDEX SHS FDS$48.491.28%$11.8M0.22%HELD
95QQQINEOS ETF TRUST$52.683.29%$11.6M0.22%HELD
96GIISPDR INDEX SHS FDS$76.361.01%$11.5M0.22%HELD
97JNJJOHNSON & JOHNSON$255.84-3.65%$11.0M0.21%HELD
98RWXSPDR INDEX SHS FDS$28.441.95%$10.8M0.20%HELD
99SPYINEOS ETF TRUST$52.521.61%$10.2M0.19%HELD
100PANWPALO ALTO NETWORKS INC$325.773.70%$10.0M0.19%HELD
101IWCISHARES TR$9.8M0.19%HELD
102TNLTRAVEL PLUS LEISURE CO$9.8M0.18%HELD
103ISRGINTUITIVE SURGICAL INC$9.6M0.18%HELD
104IWNISHARES TR$9.4M0.18%HELD
105DIASTATE STR SPDR DOW JONES IND$9.3M0.18%HELD
106PNCPNC FINL SVCS GROUP INC$9.3M0.18%HELD
107NOWSERVICENOW INC$9.2M0.17%HELD
108XLESELECT SECTOR SPDR TR$9.2M0.17%HELD
109HLTHILTON WORLDWIDE HLDGS INC$9.0M0.17%HELD
110MLPXGLOBAL X FDS$8.9M0.17%HELD
111COSTCOSTCO WHOLESALE CORPORATION$8.9M0.17%HELD
112VEUVANGUARD INTL EQUITY INDEX F$8.8M0.17%HELD
113NDAQNASDAQ INC$8.4M0.16%HELD
114TQQQPROSHARES TR$8.4M0.16%HELD
115MRSHMARSH & MCLENNAN COS INC$8.2M0.15%HELD
116SLVISHARES SILVER TR$8.1M0.15%HELD
117MARMARRIOTT INTL INC NEW$7.9M0.15%HELD
118EEMISHARES TR$7.9M0.15%HELD
119IAUISHARES GOLD TR$7.9M0.15%HELD
120CCITIGROUP INC$7.6M0.14%HELD
121GILDGILEAD SCIENCES INC$7.5M0.14%HELD
122FDSFACTSET RESH SYS INC$7.4M0.14%HELD
123IWDISHARES TR$7.3M0.14%HELD
124ABNBAIRBNB INC$7.3M0.14%HELD
125ANETARISTA NETWORKS INC$7.2M0.14%HELD
126DEDEERE & CO$7.2M0.14%HELD
127NVTNVENT ELEC PLC$6.7M0.13%HELD
128BRK/BBERKSHIRE HATHAWAY INC DEL$6.7M0.13%HELD
129SYKSTRYKER CORPORATION$6.7M0.13%HELD
130MRKMERCK & CO INC$6.7M0.13%HELD
131CRMSALESFORCE INC$6.5M0.12%HELD
132WMTWALMART INC$6.5M0.12%HELD
133EOSEEOS ENERGY ENTERPRISES INC$6.3M0.12%HELD
134VVISA INC$6.2M0.12%HELD
135ENPHENPHASE ENERGY INC$6.2M0.12%HELD
136SNOWSNOWFLAKE INC$6.1M0.11%HELD
137FBNDFIDELITY MERRIMACK STR TR$6.0M0.11%HELD
138SNXTD SYNNEX CORPORATION$6.0M0.11%HELD
139COINCOINBASE GLOBAL INC$5.9M0.11%HELD
140AAGILENT TECHNOLOGIES INC$5.8M0.11%HELD
141MUMICRON TECHNOLOGY INC$5.7M0.11%HELD
142AMGNAMGEN INC$5.7M0.11%HELD
143TRMBTRIMBLE INC$5.6M0.11%HELD
144IWBISHARES TR$5.5M0.10%HELD
145TRVTRAVELERS COMPANIES INC$5.4M0.10%HELD
146IYZISHARES TR$5.4M0.10%HELD
147XLCSELECT SECTOR SPDR TR$5.2M0.10%HELD
148TEMTEMPUS AI INC$5.2M0.10%HELD
149CVXCHEVRON CORPORATION$5.0M0.09%HELD
150VEAVANGUARD TAX-MANAGED FDS$4.9M0.09%HELD
151MPWRMONOLITHIC PWR SYS INC$4.9M0.09%HELD
152UNPUNION PAC CORP$4.9M0.09%HELD
153CSCOCISCO SYS INC$4.8M0.09%HELD
154HCAHCA HEALTHCARE INC$4.8M0.09%HELD
155ZNGAZOOM COMMUNICATIONS INC$4.8M0.09%HELD
156VTEBVANGUARD MUN BD FDS$4.8M0.09%HELD
157LITGLOBAL X FDS$4.7M0.09%HELD
158TWLOTWILIO INC$4.6M0.09%HELD
159MUBISHARES TR$4.5M0.09%HELD
160SAILSAILPOINT INC$4.5M0.09%HELD
161BURLBURLINGTON STORES INC$4.4M0.08%HELD
162VONGVANGUARD SCOTTSDALE FDS$4.4M0.08%HELD
163APPFAPPFOLIO INC$4.4M0.08%HELD
164BACBANK OF AMER CORP$4.3M0.08%HELD
165SSENTINELONE INC$4.2M0.08%HELD
166ICLNISHARES TR$4.1M0.08%HELD
167GEVGE VERNOVA INC$4.1M0.08%HELD
168PGRPROGRESSIVE CORP$4.0M0.08%HELD
169XLRESELECT SECTOR SPDR TR$3.9M0.07%HELD
170SJNKSPDR SERIES TRUST$3.9M0.07%HELD
171SCHDSCHWAB STRATEGIC TR$3.9M0.07%HELD
172PGHYINVESCO EXCH TRADED FD TR II$3.8M0.07%HELD
173DVNDEVON ENERGY CORP NEW$3.8M0.07%HELD
174ADPAUTOMATIC DATA PROCESSING IN$3.7M0.07%HELD
175MPCMARATHON PETE CORP$3.7M0.07%HELD
176AKAMAKAMAI TECHNOLOGIES INC$3.7M0.07%HELD
177JAAAJANUS DETROIT STR TR$3.7M0.07%HELD
178LQDISHARES TR$3.6M0.07%HELD
179SRLNSSGA ACTIVE ETF TR$3.6M0.07%HELD
180XPOXPO INC$3.6M0.07%HELD
181UPSUNITED PARCEL SVCS INC$3.5M0.07%HELD
182MUSTCOLUMBIA ETF TR I$3.5M0.07%HELD
183ARCCARES CAPITAL CORP$3.5M0.07%HELD
184MAINMAIN STR CAP CORP$3.5M0.07%HELD
185XMESPDR SERIES TRUST$3.4M0.06%HELD
186PGXINVESCO EXCH TRADED FD TR II$3.4M0.06%HELD
187DFNMDIMENSIONAL ETF TRUST$3.4M0.06%HELD
188IOTSAMSARA INC$3.3M0.06%HELD
189DFACDIMENSIONAL ETF TRUST$3.2M0.06%HELD
190BXMTBLACKSTONE MORTGAGE TRUST IN$3.1M0.06%HELD
191UNHUNITEDHEALTH GROUP INC$3.1M0.06%HELD
192DELLDELL TECHNOLOGIES INC$3.1M0.06%HELD
193QUREQUANTA SVCS INC$2.9M0.06%HELD
194WMT2WELLS FARGO & CO$2.9M0.05%HELD
195AXPAMERICAN EXPRESS CO$2.8M0.05%HELD
196COPCONOCOPHILLIPS$2.8M0.05%HELD
197IJHISHARES TR$2.8M0.05%HELD
198TTTRANE TECHNOLOGIES PLC$2.8M0.05%HELD
199NIONIO INC$2.7M0.05%HELD
200VNETVNET GROUP INC$2.7M0.05%HELD
201VOOVANGUARD INDEX FDS$2.7M0.05%HELD
202CBRSCEREBRAS SYSTEMS INC$2.7M0.05%HELD
203CPNGCOUPANG INC$2.7M0.05%HELD
204RKTROCKET COS INC$2.6M0.05%HELD
205QQEWFIRST TR EXCHANGE-TRADED FD$2.6M0.05%HELD
206VGTVANGUARD WORLD FD$2.6M0.05%HELD
207VZVERIZON COMMUNICATIONS INC$2.5M0.05%HELD
208FTECFIDELITY COVINGTON TRUST$2.5M0.05%HELD
209CDNSCADENCE DESIGN SYSTEM INC$2.4M0.05%HELD
210KOCOCA COLA CO$2.4M0.05%HELD
211MDYSTATE STR SPDR S&P MIDCAP 40$2.4M0.05%HELD
212PTCPTC INC$2.4M0.05%HELD
213VUGVANGUARD INDEX FDS$2.3M0.04%HELD
214WDCWESTERN DIGITAL CORP$2.3M0.04%HELD
215MLMMARTIN MARIETTA MATLS INC$2.2M0.04%HELD
216SMHVANECK ETF TRUST$2.2M0.04%HELD
217RTXRTX CORPORATION$2.2M0.04%HELD
218EUSBISHARES TR$2.2M0.04%HELD
219FIGRFIGURE TECHNOLOGY SOLUTIO$2.2M0.04%HELD
220SHELSHELL PLC$2.2M0.04%HELD
221IJRISHARES TR$2.1M0.04%HELD
222JBHTHUNT J B TRANS SVCS INC$2.1M0.04%HELD
223SOFISOFI TECHNOLOGIES INC$2.1M0.04%HELD
224MAMASTERCARD INCORPORATED$2.0M0.04%HELD
225EAGGISHARES TR$2.0M0.04%HELD
226TRGPTARGA RES CORP$2.0M0.04%HELD
227BSVVANGUARD BD INDEX FDS$2.0M0.04%HELD
228TJXTJX COS INC NEW$1.9M0.04%HELD
229OEFISHARES TR$1.9M0.04%HELD
230PGPROCTER & GAMBLE CO$1.9M0.04%HELD
231XLFSELECT SECTOR SPDR TR$1.9M0.04%HELD
232DSIISHARES TR$1.8M0.03%HELD
233CRUSCIRRUS LOGIC INC$1.8M0.03%HELD
234XLVSELECT SECTOR SPDR TR$1.8M0.03%HELD
235SUSAISHARES TR$1.8M0.03%HELD
236PEPPEPSICO INC$1.7M0.03%HELD
237CMICUMMINS INC$1.6M0.03%HELD
238TERTERADYNE INC$1.6M0.03%HELD
239PHYSSPROTT ASSET MANAGEMENT LP$1.6M0.03%HELD
240SPCXSPACE EXPLORATION TECHN CORP$1.6M0.03%HELD
241TSMTAIWAN SEMICONDUCTOR MANUFAC$1.5M0.03%HELD
242FIXCOMFORT SYS USA INC$1.5M0.03%HELD
243CLCOLGATE PALMOLIVE CO$1.5M0.03%HELD
244TTANSERVICETITAN INC$1.5M0.03%HELD
245MSMORGAN STANLEY$1.5M0.03%HELD
246SPGIS&P GLOBAL INC$1.5M0.03%HELD
247SHWSHERWIN WILLIAMS CO$1.5M0.03%HELD
248CNCCENTENE CORP DEL$1.4M0.03%HELD
249BIZDVANECK ETF TRUST$1.4M0.03%HELD
250PRVAPRIVIA HEALTH GROUP INC$1.4M0.03%HELD
251VCRVANGUARD WORLD FD$1.4M0.03%HELD
252XLYSELECT SECTOR SPDR TR$1.4M0.03%HELD
253PLTRPALANTIR TECHNOLOGIES INC$1.4M0.03%HELD
254TXG10X GENOMICS INC$1.3M0.03%HELD
255EDCONSOLIDATED EDISON INC$1.3M0.03%HELD
256ADIANALOG DEVICES INC$1.3M0.03%HELD
257CBCHUBB LIMITED$1.3M0.03%HELD
258MTCHMATCH GROUP INC NEW$1.3M0.03%HELD
259MNSTMONSTER BEVERAGE CORP NEW$1.3M0.02%HELD
260CMECME GROUP INC$1.3M0.02%HELD
261MKSIMKS INC.$1.3M0.02%HELD
262DPZDOMINOS PIZZA INC$1.3M0.02%HELD
263STXSEAGATE TECHNOLOGY HLDNGS PL$1.2M0.02%HELD
264TGTTARGET CORP$1.2M0.02%HELD
265ITOTISHARES TR$1.2M0.02%HELD
266DALDELTA AIR LINES INC$1.2M0.02%HELD
267JDJD.COM INC$1.2M0.02%HELD
268MCDMCDONALDS CORP$1.2M0.02%HELD
269VTVANGUARD INTL EQUITY INDEX F$1.2M0.02%HELD
270VCELVERICEL CORP$1.2M0.02%HELD
271CWCURTISS WRIGHT CORP$1.1M0.02%HELD
272ITMVANECK ETF TRUST$1.1M0.02%HELD
273HYDVANECK ETF TRUST$1.1M0.02%HELD
274RLRALPH LAUREN CORP$1.1M0.02%HELD
275DHRDANAHER CORP DEL$1.1M0.02%HELD
276EATBRINKER INTL INC$1.1M0.02%HELD
277MASMASCO CORP$1.1M0.02%HELD
278EXIISHARES TR$1.1M0.02%HELD
279LMTLOCKHEED MARTIN CORP$1.1M0.02%HELD
280GDGENERAL DYNAMICS CORP$1.1M0.02%HELD
281WWAYFAIR INC$1.1M0.02%HELD
282ESSESSEX PPTY TR INC$1.1M0.02%HELD
283BILLBILL HOLDINGS INC$1.1M0.02%HELD
284FTNTFORTINET INC$1.1M0.02%HELD
285XLISELECT SECTOR SPDR TR$1.0M0.02%HELD
286ROSTROSS STORES INC$1.0M0.02%HELD
287OHIOMEGA HEALTHCARE INVS INC$1.0M0.02%HELD
288BABOEING CO$1.0M0.02%HELD
289IWMISHARES TR$1.0M0.02%HELD
290XLBSELECT SECTOR SPDR TR$1.0M0.02%HELD
291MAAMID-AMER APT CMNTYS INC$1.0M0.02%HELD
292SCHFSCHWAB STRATEGIC TR$1.0M0.02%HELD
293OKTAOKTA INC$1.0M0.02%HELD
294NTRSNORTHERN TR CORP$1.0M0.02%HELD
295DJPBARCLAYS BANK PLC$1.0M0.02%HELD
296BMYBRISTOL-MYERS SQUIBB CO$1.0M0.02%HELD
297ILMNILLUMINA INC$1.0M0.02%HELD
298VXUSVANGUARD STAR FDS$990K0.02%HELD
299PDPINVESCO EXCHANGE TRADED FD T$982K0.02%HELD
300PFEPFIZER INC$981K0.02%HELD
301KEYSKEYSIGHT TECHNOLOGIES INC$973K0.02%HELD
302TOSTTOAST INC$973K0.02%HELD
303CFCF INDUSTRIES HOLD$971K0.02%HELD
304JBLJABIL INC$968K0.02%HELD
305RHIROBERT HALF INC.$965K0.02%HELD
306NNNNNN REIT INC$962K0.02%HELD
307WSMWILLIAMS SONOMA INC$956K0.02%HELD
308SPMOINVESCO EXCH TRADED FD TR II$954K0.02%HELD
309PCTYPAYLOCITY HLDG CORP$950K0.02%HELD
310MHKMOHAWK INDS INC$949K0.02%HELD
311PENPENUMBRA INC$938K0.02%HELD
312CCKCROWN HLDGS INC$930K0.02%HELD
313LAMRLAMAR ADVERTISING CO$929K0.02%HELD
314SSOPROSHARES TR$928K0.02%HELD
315ABTABBOTT LABORATORIES$927K0.02%HELD
316XLGINVESCO EXCHANGE TRADED FD T$920K0.02%HELD
317EXPEEXPEDIA GROUP INC$917K0.02%HELD
318ESEVERSOURCE ENERGY$914K0.02%HELD
319CVSCVS HEALTH CORP$909K0.02%HELD
320QYLDGLOBAL X FDS$907K0.02%HELD
321CFGCITIZENS FINL GROUP INC$905K0.02%HELD
322CLHCLEAN HARBORS INC$904K0.02%HELD
323CRSCARPENTER TECHNOLOGY CORP$899K0.02%HELD
324ITWILLINOIS TOOL WKS INC$898K0.02%HELD
325WMBWILLIAMS COS INC$896K0.02%HELD
326SNASNAP ON INC$896K0.02%HELD
327UALUNITED AIRLS HLDGS INC$896K0.02%HELD
328FTITECHNIPFMC PLC$894K0.02%HELD
329WMWASTE MGMT INC DEL$881K0.02%HELD
330AONAON PLC$878K0.02%HELD
331IVWISHARES TR$878K0.02%HELD
332LOWLOWES COS INC$870K0.02%HELD
333GMGENERAL MTRS CO$866K0.02%HELD
334COFCAPITAL ONE FINL CORP$865K0.02%HELD
335ORLYOREILLY AUTOMOTIVE INC$860K0.02%HELD
336EMEEMCOR GROUP INC$853K0.02%HELD
337SOSOUTHERN CO$852K0.02%HELD
338FDXFEDEX CORP$852K0.02%HELD
339ISTBISHARES TR$851K0.02%HELD
340VRSNVERISIGN INC$846K0.02%HELD
341EGPEASTGROUP PPTYS INC$842K0.02%HELD
342SNDKSANDISK CORP$841K0.02%HELD
343DOCUDOCUSIGN INC$829K0.02%HELD
344PSXPHILLIPS 66$828K0.02%HELD
345MLNVANECK ETF TRUST$824K0.02%HELD
346URIUNITED RENTALS INC$816K0.02%HELD
347RVNUDBX ETF TR$814K0.02%HELD
348AUBATLANTIC UN BANKSHARES CORP$809K0.02%HELD
349MCKMCKESSON CORP$806K0.02%HELD
350YETIYETI HLDGS INC$803K0.02%HELD
351DISDISNEY WALT CO$800K0.02%HELD
352BKBANK OF NY MELLON CORP$797K0.02%HELD
353ROKUROKU INC$794K0.02%HELD
354BLKBLACKROCK INC$793K0.02%HELD
355NTRANATERA INC$791K0.01%HELD
356GLDSPDR GOLD TR$791K0.01%HELD
357KYNKAYNE ANDERSON ENERGY INFRST$786K0.01%HELD
358TSNTYSON FOODS INC$779K0.01%HELD
359HWMHOWMET AEROSPACE INC$777K0.01%HELD
360GLPIGAMING & LEISURE P$776K0.01%HELD
361CASYCASEYS GEN STORES INC$774K0.01%HELD
362TMUST-MOBILE US INC$773K0.01%HELD
363AFRMAFFIRM HLDGS INC$773K0.01%HELD
364PCVXVAXCYTE INC$772K0.01%HELD
365MANMANPOWERGROUP INC WIS$769K0.01%HELD
366ONEQFIDELITY COMWLTH TR$767K0.01%HELD
367EPREPR PPTYS$766K0.01%HELD
368KRCKILROY REALTY CORP$763K0.01%HELD
369ALSNALLISON TRANSMISSION HLDGS I$756K0.01%HELD
370CITHE CIGNA GROUP$755K0.01%HELD
371MCOMOODYS CORP$752K0.01%HELD
372FIVEFIVE BELOW INC$749K0.01%HELD
373BRK/ABERKSHIRE HATHAWAY INC DEL$749K0.01%HELD
374PHMPULTE GROUP INC$746K0.01%HELD
375IEMGISHARES INC$742K0.01%HELD
376TTCTORO CO$742K0.01%HELD
377STSENSATA TECHNOLOGIES HLDG PL$738K0.01%HELD
378WWDWOODWARD INC$736K0.01%HELD
379EIXEDISON INTL$734K0.01%HELD
380ECLECOLAB INC$729K0.01%HELD
381DUKDUKE ENERGY CORP NEW$727K0.01%HELD
382STTSTATE STR CORP$727K0.01%HELD
383SYYSYSCO CORP$722K0.01%HELD
384EMREMERSON ELEC CO$721K0.01%HELD
385ACNACCENTURE PLC IRELAND$717K0.01%HELD
386RBCRBC BEARINGS INC$714K0.01%HELD
387WTBAWEST BANCORPORATION INC$713K0.01%HELD
388VMIVALMONT INDS INC$712K0.01%HELD
389SBUXSTARBUCKS CORP$711K0.01%HELD
390SNPSSYNOPSYS INC$709K0.01%HELD
391BBYBEST BUY INC$709K0.01%HELD
392FFIVF5 INC$705K0.01%HELD
393EBAYEBAY INC.$704K0.01%HELD
394HALHALLIBURTON CO$702K0.01%HELD
395KHCKRAFT HEINZ CO$702K0.01%HELD
396PCGPG&E CORP$700K0.01%HELD
397HPEHEWLETT PACKARD ENTERPRISE C$699K0.01%HELD
398VOXVANGUARD WORLD FD$696K0.01%HELD
399PYPLPAYPAL HLDGS INC$696K0.01%HELD
400DTDYNATRACE INC$692K0.01%HELD
401VIKVIKING HOLDINGS LTD$691K0.01%HELD
402PDBCINVESCO ACTVELY MNGD ETC FD$691K0.01%HELD
403ITTITT INC$683K0.01%HELD
404NVSTENVISTA HOLDINGS CORPORATION$679K0.01%HELD
405VCSHVANGUARD SCOTTSDALE FDS$679K0.01%HELD
406FHBFIRST HAWAIIAN INC$679K0.01%HELD
407CCLCARNIVAL CORP LTD$677K0.01%HELD
408XYLDGLOBAL X FDS$674K0.01%HELD
409REGREGENCY CTRS CORP$670K0.01%HELD
410IWVISHARES TR$665K0.01%HELD
411IDXXIDEXX LABS INC$662K0.01%HELD
412DDOGDATADOG INC$655K0.01%HELD
413FTXLFIRST TR EXCHANGE TRADED FD$652K0.01%HELD
414EVREVERCORE INC$649K0.01%HELD
415ZIONZIONS BANCORPORATION NATL AS$645K0.01%HELD
416VLOVALERO ENERGY CORP$644K0.01%HELD
417DLTRDOLLAR TREE INC$644K0.01%HELD
418MTBM & T BK CORP$642K0.01%HELD
419ASMLASML HLDG NV$642K0.01%HELD
420MMM3M CO$635K0.01%HELD
421TANINVESCO EXCH TRADED FD TR II$632K0.01%HELD
422BXBLACKSTONE INC$630K0.01%HELD
423EWEDWARDS LIFESCIENCES CORP$629K0.01%HELD
424FRFIRST INDL RLTY TR INC$628K0.01%HELD
425BALLBALL CORP$628K0.01%HELD
426BYDBOYD GAMING CORP$627K0.01%HELD
427MOHMOLINA HEALTHCARE INC$622K0.01%HELD
428ATRAPTARGROUP INC$621K0.01%HELD
429LSTRLANDSTAR SYS INC$614K0.01%HELD
430VXFVANGUARD INDEX FDS$611K0.01%HELD
431PLDPROLOGIS INC.$609K0.01%HELD
432TPRTAPESTRY INC$608K0.01%HELD
433BIIBBIOGEN INC$607K0.01%HELD
434NBIXNEUROCRINE BIOSCIENCES INC$595K0.01%HELD
435CAGCONAGRA BRANDS INC$593K0.01%HELD
436VIGVANGUARD SPECIALIZED FUNDS$592K0.01%HELD
437CGNXCOGNEX CORP$592K0.01%HELD
438JAZZJAZZ PHARMACEUTICALS PLC$590K0.01%HELD
439MIDDMIDDLEBY CORP$584K0.01%HELD
440GISGENERAL MILLS INC$583K0.01%HELD
441FRTFEDERAL RLTY INVT TR NEW$582K0.01%HELD
442REGNREGENERON PHARMACEUTICALS$580K0.01%HELD
443CUZCOUSINS PPTYS INC$579K0.01%HELD
444JEPQJ P MORGAN EXCHANGE TRADED F$578K0.01%HELD
445USBUS BANCORP$577K0.01%HELD
446PBPROSPERITY BANCSHARES INC$577K0.01%HELD
447DDDUPONT DE NEMOURS INC$576K0.01%HELD
448ARMARM HOLDINGS PLC$576K0.01%HELD
449CUBECUBESMART$572K0.01%HELD
450SYFSYNCHRONY FINANCIAL$572K0.01%HELD
451PEGPUBLIC SVC ENTERPRISE GROUP$568K0.01%HELD
452IFFINTERNATIONAL FLAVORS&FRAGRA$567K0.01%HELD
453HSTHOST HOTELS & RESORTS INC$561K0.01%HELD
454WSOWATSCO INC$558K0.01%HELD
455SWKSSKYWORKS SOLUTIONS INC$558K0.01%HELD
456MTZMASTEC INC$555K0.01%HELD
457WABWABTEC$555K0.01%HELD
458ESGUISHARES TR$554K0.01%HELD
459TEAMATLASSIAN CORPORATION$554K0.01%HELD
460MGKVANGUARD WORLD FD$553K0.01%HELD
461PMPHILIP MORRIS INTL INC$550K0.01%HELD
462LHXL3HARRIS TECHNOLOGIES INC$549K0.01%HELD
463EVRGEVERGY INC$548K0.01%HELD
464ADBEADOBE INC$545K0.01%HELD
465WSTWEST PHARMACEUTICAL SVSC INC$545K0.01%HELD
466THGHANOVER INS GROUP INC$539K0.01%HELD
467HIWHIGHWOODS PPTYS INC$539K0.01%HELD
468AFLAFLAC INC$535K0.01%HELD
469VTHRVANGUARD SCOTTSDALE FDS$533K0.01%HELD
470JEFJEFFERIES FINANCIAL GROUP IN$531K0.01%HELD
471RNGRINGCENTRAL INC$531K0.01%HELD
472CBOECBOE GLOBAL MKTS INC$528K0.01%HELD
473SGOVISHARES TR$526K0.01%HELD
474ROKROCKWELL AUTOMATION INC$524K0.01%HELD
475HPQHP INC$523K0.01%HELD
476PNWPINNACLE WEST CAP CORP$523K0.01%HELD
477PPGPPG INDS INC$521K0.01%HELD
478AMHAMERICAN HOMES 4 RENT$519K0.01%HELD
479VYMVANGUARD WHITEHALL FDS$513K0.01%HELD
480LENLENNAR CORP$512K0.01%HELD
481SNDRSCHNEIDER NATIONAL INC$510K0.01%HELD
482TOLTOLL BROTHERS INC$509K0.01%HELD
483ORIOLD REP INTL CORP$507K0.01%HELD
484AZOAUTOZONE INC$506K0.01%HELD
485LNTALLIANT ENERGY CORP$506K0.01%HELD
486SKYYFIRST TR EXCHANGE-TRADED FD$503K0.01%HELD
487SUNSUNOCO LP/SUNOCO FIN CORP$503K0.01%HELD
488REYNREYNOLDS CONSUMER PRODS INC$502K0.01%HELD
489WCNWASTE CONNECTIONS INC$500K0.01%HELD
490FLOFLOWERS FOODS INC$499K0.01%HELD
491ANFABERCROMBIE & FITCH CO$498K0.01%HELD
492USFDUS FOODS HLDG CORP$497K0.01%HELD
493PAYXPAYCHEX INC$497K0.01%HELD
494NDSNNORDSON CORP$494K0.01%HELD
495ALLYALLY FINL INC$494K0.01%HELD
496AIGAMERICAN INTL GROUP INC$493K0.01%HELD
497VHTVANGUARD WORLD FD$491K0.01%HELD
498NWSANEWS CORP NEW$491K0.01%HELD
499TDCTERADATA CORP DEL$489K0.01%HELD
500OGEOGE ENERGY CORP$489K0.01%HELD

Source: SEC EDGAR · accession 0001432529-26-000009. 13F discloses long positions only — shorts, foreign equities, and options are excluded.