MondegarAI
← Tracker

Institutional

BROWN ADVISORY INC

CIK 0001345929
$60.86B
Reported AUM
1,393
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · BROWN ADVISORY INC · Q1 2026

AI · grounded in 13F

BROWN ADVISORY INC significantly increased its position in MELI, raising its share count by 1,462.42%. The fund also accumulated shares in PANW and CTAS, increasing those positions by 1,138.53% and 118.24% respectively. On the sell side, the fund trimmed its holdings in INTU by 55.72% and PGR by 47.37%. Total assets under management stood at $60.86B across 1,393 positions.

Portfolio · Q1 2026

MSFT$3.60BVTSMGOOGMANVDAAMZNBAFEOther$39.61BBI

Top holdings· first 500 of 1393

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$3.60B5.91%1,033,430−9.6%
2VVISA INC$323.571.06%-11.91%36.33%$2.30B3.77%+196,349+2.7%
3TSMTAIWAN SEMICONDUCTOR MANUFAC$415.17-6.69%104.85%285.24%$2.08B3.41%328,484−5.1%
4GOOGALPHABET INC$365.76-0.95%109.82%172.71%$1.94B3.19%815,494−10.8%
5MAMASTERCARD INCORPORATED$491.081.93%-16.29%31.00%$1.74B2.87%+329,020+10.4%
6NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$1.70B2.79%1,498,592−13.3%
7AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$1.59B2.62%1,680,642−18.0%
8BAFEADVISORS INNER CIRCLE FD III$28.910.86%14.11%16.26%$1.42B2.34%+1,659,990+3.0%
9IVVISHARES TR$740.91-2.62%24.60%80.03%$1.12B1.85%+300,446+21.1%
10AAPLAPPLE INC$307.34-1.25%51.31%116.17%$1.02B1.67%+121,064+3.1%
11SCHWSCHWAB CHARLES CORP$88.840.95%1.95%39.71%$859.2M1.41%3,053,368−25.0%
12AVGOBROADCOM INC$385.73-7.92%57.48%771.51%$750.7M1.23%53,136−2.1%
13DSPYTEMA ETF TRUST$64.02-2.38%25.79%26.71%$749.9M1.23%HELD
14GEGE AEROSPACE$328.000.11%28.99%419.83%$744.6M1.22%549,607−17.3%
15VTIVANGUARD INDEX FDS$363.38-2.68%24.59%71.45%$708.7M1.16%+37,730+1.7%
16EFXEQUIFAX INC$172.130.67%-35.17%-31.38%$657.0M1.08%+838,940+29.9%
17SPYSTATE STR SPDR S&P 500 ETF T$737.55-2.58%24.51%79.50%$630.0M1.04%+49,331+5.4%
18ADSKAUTODESK INC$229.96-1.58%-22.80%-28.39%$614.0M1.01%+281,247+12.3%
19GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$594.8M0.98%33,218−1.6%
20ISRGINTUITIVE SURGICAL INC$422.060.77%-24.24%27.71%$585.0M0.96%251,015−16.5%
21EWEDWARDS LIFESCIENCES CORP$85.96-1.70%10.89%-23.43%$562.9M0.93%302,614−4.1%
22KKRKKR & CO INC$93.40-2.16%-23.81%52.81%$558.1M0.92%877,396−12.7%
23DHRDANAHER CORP DEL$184.30-1.25%-5.33%-28.54%$554.9M0.91%560,605−16.1%
24FERGFERGUSON ENTERPRISES INC$229.58-0.44%10.91%81.16%$509.3M0.84%321,046−12.8%
25BKNGBOOKING HOLDINGS INC$165.84-0.99%-25.40%94.38%$506.8M0.83%+14,518+13.7%
26METAMETA PLATFORMS INC$593.00-5.51%-14.74%67.74%$495.9M0.81%110,572−11.3%
27ZTSZOETIS INC$79.35-0.11%-52.59%-58.78%$495.1M0.81%+140,813+3.5%
28MRVLMARVELL TECHNOLOGY INC$263.47-16.74%286.51%343.94%$492.7M0.81%1,814,638−26.7%
29INTUINTUIT$296.76-1.73%-61.23%-42.11%$486.4M0.80%1,415,290−55.7%
30BRK/BBERKSHIRE HATHAWAY INC DEL$485.2M0.80%32,538−3.1%
31CARRCARRIER GLOBAL CORPORATION$68.081.38%$455.8M0.75%2,137,986−20.9%
32UBERUBER TECHNOLOGIES INC$70.71-2.08%$455.7M0.75%2,233,753−26.1%
33SPOTSPOTIFY TECHNOLOGY S A$496.950.68%$452.0M0.74%+97,433+11.7%
34ASMLASML HLDG NV$1641.74-6.59%$436.6M0.72%121,681−26.9%
35AZOAUTOZONE INC$3116.431.12%$419.5M0.69%3,929−3.1%
36MPWRMONOLITHIC PWR SYS INC$1481.05-10.38%$415.4M0.68%120,858−24.1%
37MELIMERCADOLIBRE INC$1607.80-1.65%$415.0M0.68%+224,657+1462.4%
38BASGADVISORS INNER CIRCLE FD III$26.27-3.03%$387.3M0.64%1,683,316−9.0%
39JPMJPMORGAN CHASE & CO$312.370.48%$358.9M0.59%2,786−0.2%
40EAGL2023 ETF SERIES TRUST$32.88-1.47%$353.1M0.58%+4,834,451+71.4%
41AJGGALLAGHER ARTHUR J & CO$216.142.44%$342.3M0.56%447,622−22.1%
42WSTWEST PHARMACEUTICAL SVSC INC$317.270.88%$336.1M0.55%602,729−31.0%
43CDNSCADENCE DESIGN SYSTEM INC$376.19-8.62%$332.7M0.55%487,016−28.9%
44DDOGDATADOG INC$234.11-3.90%$331.4M0.54%652,605−18.9%
45CTASCINTAS CORP$179.85-0.06%$320.5M0.53%+1,026,567+118.2%
46IOTSAMSARA INC$34.28-1.49%$320.0M0.53%1,115,079−9.9%
47BASVADVISORS INNER CIRCLE FD III$29.840.35%$318.5M0.52%+2,572,536+27.8%
48COSTCOSTCO WHOLESALE CORPORATION$971.87-0.05%$316.6M0.52%72,307−18.5%
49XOMEXXON MOBIL CORP$149.92-1.39%$313.2M0.51%21,891−1.2%
50PGRPROGRESSIVE CORP$204.024.42%$307.2M0.50%1,394,809−47.4%
51ABNBAIRBNB INC$133.54-0.13%$290.5M0.48%408,383−15.1%
52ECLECOLAB INC$288.5M0.47%419,035−27.9%
53ALLEALLEGION PLC$129.06-0.85%$282.2M0.46%+1,781+0.1%
54PANWPALO ALTO NETWORKS INC$272.05-2.58%$280.2M0.46%+1,606,733+1138.5%
55WCNWASTE CONNECTIONS INC$155.220.82%$276.2M0.45%+22,604+1.3%
56VOOVANGUARD INDEX FDS$678.00-2.59%$270.2M0.44%+32,527+7.8%
57VLTOVERALTO CORP$86.051.55%$266.0M0.44%1,314,884−30.4%
58WDAYWORKDAY INC$144.28-2.45%$252.0M0.41%+229,550+13.4%
59SNOWSNOWFLAKE INC$238.26-2.42%$246.6M0.41%+264,316+19.3%
60JNJJOHNSON & JOHNSON$232.772.02%$244.4M0.40%+15,132+1.5%
61IWMISHARES TR$281.65-3.55%$243.5M0.40%36,581−3.6%
62HDBHDFC BANK LTD$23.41-2.58%$238.0M0.39%2,365,342−19.8%
63VEUVANGUARD INTL EQUITY INDEX F$81.13-3.76%$215.5M0.35%+221,584+8.4%
64IWFISHARES TR$122.69-3.26%$214.1M0.35%34,764−6.5%
65ARESARES MANAGEMENT CORPORATION$127.611.56%$212.9M0.35%439,737−18.4%
66VIGVANGUARD SPECIALIZED FUNDS$233.28-1.37%$212.1M0.35%+7,568+0.8%
67OIIOCEANEERING INTL INC$37.15-6.61%$205.3M0.34%1,638,380−22.1%
68UNHUNITEDHEALTH GROUP INC$399.470.76%$195.2M0.32%14,667−2.0%
69URIUNITED RENTALS INC$1067.77-1.55%$194.4M0.32%4,697−1.7%
70ABBVABBVIE INC$227.231.02%$190.2M0.31%212−0.0%
71SUSUNCOR ENERGY INC NEW$62.22-4.96%$185.1M0.30%452,254−13.9%
72BACBANK AMERICA CORP$53.83-0.63%$183.2M0.30%236,231−5.9%
73RSPINVESCO EXCHANGE TRADED FD T$207.83-1.42%$182.1M0.30%+89,994+10.5%
74SHOPSHOPIFY INC$109.54-5.60%$176.8M0.29%253,942−14.6%
75ADIANALOG DEVICES INC$401.39-6.38%$176.6M0.29%5,465−1.0%
76TJXTJX COS INC NEW$160.711.31%$174.6M0.29%16,985−1.5%
77TKRTIMKEN CO$131.83-1.37%$172.3M0.28%+439,148+34.5%
78FCNCAFIRST CTZNS BANCSHARES INC D$2075.101.36%$164.2M0.27%6,495−6.9%
79IJRISHARES TR$137.68-1.84%$163.0M0.27%+258,263+24.5%
80MRKMERCK & CO INC$120.790.44%$161.3M0.27%+36,367+2.8%
81ELVELEVANCE HEALTH INC FORMERLY$415.531.49%$158.3M0.26%+40,661+8.1%
82IWDISHARES TR$236.42-1.91%$157.9M0.26%+119,023+19.2%
83NOWSERVICENOW INC$112.45-5.79%$152.8M0.25%1,876,746−56.2%
84IJTISHARES TR$151.3M0.25%+209,320+25.0%
85HLTHILTON WORLDWIDE HLDGS INC$342.05-0.31%$146.1M0.24%277,919−36.6%
86LOWLOWES COS INC$210.741.55%$145.0M0.24%10,937−1.8%
87VTVANGUARD INTL EQUITY INDEX F$153.68-3.07%$141.8M0.23%+105,095+11.4%
88BRK/ABERKSHIRE HATHAWAY INC DEL$141.5M0.23%HELD
89KLACKLA CORP$1929.20-9.47%$141.0M0.23%13,752−12.6%
90GOVTISHARES TR$22.61-0.35%$139.8M0.23%+3,187,845+109.5%
91BXBLACKSTONE INC$115.35-2.70%$135.5M0.22%59,269−4.8%
92NFLXNETFLIX INC.$82.180.76%$131.9M0.22%595,961−30.3%
93PGPROCTER & GAMBLE CO$146.544.09%$131.6M0.22%+34,514+3.9%
94MDLZMONDELEZ INTL INC$62.041.72%$127.3M0.21%+514,871+30.4%
95BIPCBROOKFIELD INFRASTRUCTURE CO$41.31-0.67%$122.3M0.20%+271,396+9.6%
96HQYHEALTHEQUITY INC$88.673.07%$118.1M0.19%102,475−6.8%
97ASAMER SPORTS INC$34.250.44%$117.4M0.19%+193,208+5.7%
98ACGLARCH CAP GROUP LTD$90.56-0.69%$111.6M0.18%20,480−1.7%
99LLYELI LILLY & CO$1131.420.55%$109.8M0.18%+816+0.7%
100GLDSPDR GOLD TR$396.24-3.65%$105.8M0.17%+10,087+4.3%
101PBPROSPERITY BANCSHARES INC$105.2M0.17%440,886−22.0%
102VEAVANGUARD TAX-MANAGED FDS$101.9M0.17%+67,254+4.4%
103NPOENPRO INC$100.2M0.16%113,639−22.1%
104HDHOME DEPOT INC$99.5M0.16%2,812−0.9%
105SPGIS&P GLOBAL INC$97.4M0.16%28,133−10.9%
106EFAISHARES TR$97.3M0.16%+72,453+7.8%
107CCCCCC INTELLIGENT SOLUTIONS HL$97.2M0.16%3,582,889−18.1%
108IEMGISHARES INC$97.1M0.16%+270,545+24.1%
109AIGAMERICAN INTL GROUP INC$97.0M0.16%141,910−9.9%
110ACWIISHARES TR$95.8M0.16%12,665−1.8%
111DTDYNATRACE INC$94.4M0.16%7,095,776−73.5%
112BTSGBRIGHTSPRING HEALTH SVCS INC$92.3M0.15%+217,323+11.1%
113CEGCONSTELLATION ENERGY CORP$88.6M0.15%+32,456+11.4%
114ESTAESTABLISHMENT LABS HLDGS INC$86.7M0.14%467,426−23.4%
115TTTRANE TECHNOLOGIES PLC$85.4M0.14%103,896−33.6%
116GNRCGENERAC HLDGS INC$85.3M0.14%437,534−50.0%
117CSCOCISCO SYS INC$84.6M0.14%+27,290+2.6%
118USFDUS FOODS HLDG CORP$84.3M0.14%+64,453+7.6%
119QQQINVESCO QQQ TR$83.3M0.14%+2,436+1.7%
120SLBSLB LIMITED$83.2M0.14%438,832−21.3%
121AXPAMERICAN EXPRESS CO$82.1M0.13%303−0.1%
122VGTVANGUARD WORLD FD$81.0M0.13%942−0.8%
123TLNTALEN ENERGY CORP$79.7M0.13%+91,948+58.3%
124CWCURTISS WRIGHT CORP$78.1M0.13%37,765−24.8%
125IEFAISHARES TR$77.7M0.13%+137,712+19.1%
126ODFLOLD DOMINION FREIGHT LINE IN$77.1M0.13%91,648−18.8%
127TECHBIO-TECHNE CORP$75.8M0.12%93,480−6.1%
128VWOVANGUARD INTL EQUITY INDEX F$75.5M0.12%59,604−4.1%
129ALGNALIGN TECHNOLOGY INC$74.4M0.12%+1,921+0.4%
130SAROSTANDARDAERO INC$74.0M0.12%523,194−15.4%
131SAPSAP SE$73.1M0.12%+421,791+7867.8%
132ILMNILLUMINA INC$73.0M0.12%+3,203+0.5%
133IWBISHARES TR$72.7M0.12%+2,035+1.0%
134ENTGENTEGRIS INC$72.4M0.12%246,190−28.5%
135NGVTINGEVITY CORP$70.7M0.12%48,928−4.7%
136MDYSTATE STR SPDR S&P MIDCAP 40$68.7M0.11%2,390−2.1%
137SCHBSCHWAB STRATEGIC TR$68.0M0.11%15,792−0.6%
138VMIVALMONT INDS INC$68.0M0.11%40,464−19.2%
139IBMINTERNATIONAL BUSINESS MACHS$67.9M0.11%+6,336+2.3%
140EHCENCOMPASS HEALTH CORP$67.0M0.11%219,613−24.1%
141ANDGANDERSEN GROUP INC$66.3M0.11%+1,306,867+115.4%
142BAIVADVISORS INNER CIRCLE FD III$66.3M0.11%+2,780,270NEW
143TMUST-MOBILE US INC$65.9M0.11%295,742−48.5%
144EXPEAGLE MATLS INC$65.0M0.11%81,567−19.2%
145LSCCLATTICE SEMICONDUCTOR CORP$65.0M0.11%398,917−36.3%
146GWREGUIDEWIRE SOFTWARE INC$64.9M0.11%+211,355+95.0%
147AKREPROFESIONALLY MANAGED PORTFO$64.4M0.11%423,999−25.8%
148BRKRBRUKER CORP$64.3M0.11%627,484−26.1%
149HEI/AHEICO CORP NEW$63.6M0.10%+249,632+484.9%
150OPLNOPENLANE INC$63.2M0.10%848,969−28.1%
151NOMDNOMAD FOODS LTD$62.6M0.10%480,656−6.9%
152AITAPPLIED INDL TECHNOLOGIES IN$62.3M0.10%48,894−17.2%
153ECVTECOVYST INC$62.3M0.10%182,636−3.6%
154CATCATERPILLAR INC$62.0M0.10%+6,095+7.5%
155VTOLBRISTOW GROUP INC$61.3M0.10%45,207−3.3%
156IDXXIDEXX LABS INC$60.7M0.10%+477+0.4%
157IWVISHARES TR$59.5M0.10%+613+0.4%
158OLEDUNIVERSAL DISPLAY CORP$59.4M0.10%+28,996+4.7%
159CWKCUSHMAN AND WAKEFIELD LTD$58.9M0.10%+351,256+7.9%
160KOCOCA COLA CO$58.6M0.10%+12,033+1.6%
161RTXRTX CORPORATION$58.1M0.10%+23,379+8.4%
162PEPPEPSICO INC$57.3M0.09%+25,402+7.4%
163FULFULLER H B CO$56.7M0.09%+122,656+15.4%
164MUSAMURPHY USA INC$56.2M0.09%12,294−9.7%
165DFASDIMENSIONAL ETF TRUST$56.2M0.09%+71,129+9.9%
166ULUNILEVER PLC$55.8M0.09%+1,410+0.1%
167AAONAAON INC$55.7M0.09%112,292−14.3%
168AMPAMERIPRISE FINL INC$55.6M0.09%8,054−6.1%
169FSVFIRSTSERVICE CORP NEW$55.5M0.09%+68,201+20.6%
170GNLGLOBAL NET LEASE INC$55.3M0.09%175,379−2.9%
171BFAMBRIGHT HORIZONS FAM SOL IN D$55.1M0.09%333,305−33.2%
172IWOISHARES TR$54.6M0.09%43,517−20.0%
173NOVTNOVANTA INC$54.2M0.09%85,630−15.7%
174CASYCASEYS GEN STORES INC$54.1M0.09%75,810−50.5%
175DOVDOVER CORP$54.0M0.09%+2,781+1.1%
176SONSONOCO PRODS CO$53.9M0.09%22,133−2.2%
177CCITIGROUP INC$53.8M0.09%+526+0.1%
178MSAMSA SAFETY INC$52.9M0.09%57,870−15.2%
179ABTABBOTT LABORATORIES$52.6M0.09%+2,994+0.6%
180AXONAXON ENTERPRISE INC$52.6M0.09%+116,571+1603.0%
181LINLINDE PLC$52.5M0.09%+1,510+1.4%
182VMCVULCAN MATLS CO$52.2M0.09%+18,434+10.6%
183MCWMISTER CAR WASH INC$52.2M0.09%4,642,339−38.3%
184LNTHLANTHEUS HLDGS INC$52.2M0.09%+687,607NEW
185SSDSIMPSON MFG INC$52.1M0.09%23,982−7.3%
186TOWNTOWNEBANK PORTSMOUTH VA$51.9M0.09%+25,342+1.7%
187CWSTCASELLA WASTE SYS INC$51.5M0.08%13,137−2.0%
188NATLNCR ATLEOS CORPORATION$51.2M0.08%873,537−42.6%
189KAIKADANT INC$50.4M0.08%32,730−16.0%
190CNICANADIAN NATL RY CO$50.3M0.08%365,720−42.7%
191EGPEASTGROUP PPTYS INC$50.1M0.08%69,341−20.4%
192ONBOLD NATL BANCORP IND$49.8M0.08%113,372−4.8%
193SITMSITIME CORP$49.3M0.08%72,638−33.7%
194TBBKBANCORP INC DEL$49.3M0.08%+10,911+1.2%
195CVXCHEVRON CORPORATION$49.0M0.08%+981+0.4%
196CTSCTS CORP$48.8M0.08%49,110−4.6%
197WSFSWSFS FINL CORP$48.8M0.08%43,686−5.5%
198ADPAUTOMATIC DATA PROCESSING IN$47.7M0.08%695−0.3%
199GRDNGUARDIAN PHARMACY SVCS INC$47.4M0.08%377,962−23.1%
200SITESITEONE LANDSCAPE SUPPLY INC$46.9M0.08%47,734−11.9%
201WMTWALMART INC$46.8M0.08%16,933−4.3%
202APHAMPHENOL CORP$46.5M0.08%+2,566+0.7%
203TROWPRICE T ROWE GROUP INC$46.3M0.08%983,203−65.7%
204WLYWILEY JOHN & SONS INC$46.1M0.08%+166,735+16.0%
205STSENSATA TECHNOLOGIES HLDG PL$46.0M0.08%+152,170+13.2%
206TMOTHERMO FISHER SCIENTIFIC INC$45.4M0.07%+3,214+3.6%
207ALNYALNYLAM PHARMACEUTICALS INC$44.3M0.07%+109,095+438.9%
208AMGNAMGEN INC$43.2M0.07%+581+0.5%
209CAHCARDINAL HEALTH INC$42.9M0.07%13,946−6.4%
210APOAPOLLO GLOBAL MGMT INC$42.8M0.07%38,728−9.2%
211DCODUCOMMUN INC DEL$42.6M0.07%84,299−19.4%
212MCDMCDONALDS CORP$42.5M0.07%1,007−0.7%
213VVVVALVOLINE INC$41.9M0.07%+1,242,970NEW
214ACNACCENTURE PLC IRELAND$41.6M0.07%23,026−9.9%
215SPXCSPX TECHNOLOGIES INC$41.3M0.07%43,121−17.3%
216DKNGDRAFTKINGS INC NEW$40.6M0.07%837,387−30.8%
217BRSLBRIGHTSTAR LOTTERY PLC$40.6M0.07%+288,299+10.0%
218CYTKCYTOKINETICS INC$40.5M0.07%116,499−15.9%
219IWNISHARES TR$40.2M0.07%69,135−24.6%
220SIGSIGNET JEWELERS LIMITED$39.9M0.07%27,820−5.6%
221WTMWHITE MTNS INS GROUP LTD$39.2M0.06%1,112−5.9%
222VUGVANGUARD INDEX FDS$39.1M0.06%13,086−12.8%
223CMCSACOMCAST CORP NEW$38.9M0.06%+24,610+1.8%
224KYNKAYNE ANDERSON ENERGY INFRST$38.5M0.06%260−0.0%
225EBCEASTERN BANKSHARES INC$38.4M0.06%617,060−23.9%
226PSNPARSONS CORP DEL$38.0M0.06%131,338−15.8%
227HEIHEICO CORP NEW$37.8M0.06%+6,181+4.7%
228BNDVANGUARD BD INDEX FDS$37.6M0.06%+167,895+49.0%
229WSOWATSCO INC$37.4M0.06%+100,418+4045.9%
230ZWSZURN ELKAY WATER SOLNS CORP$36.9M0.06%553,920−40.2%
231DELLDELL TECHNOLOGIES INC$36.4M0.06%+7,398+3.5%
232IWRISHARES TR$36.3M0.06%+2,754+0.7%
233ORCLORACLE CORP$36.3M0.06%+19,966+8.8%
234GILDGILEAD SCIENCES INC$35.7M0.06%16,221−6.0%
235AMATAPPLIED MATLS INC$35.4M0.06%18,916−15.5%
236POWIPOWER INTEGRATIONS INC$35.2M0.06%62,293−8.3%
237FCNFTI CONSULTING INC$34.5M0.06%+195,208NEW
238VGSHVANGUARD SCOTTSDALE FDS$34.4M0.06%1,126,141−65.7%
239HMNHORACE MANN EDUCATORS CORP N$34.4M0.06%72,828−8.3%
240KMTSKESTRA MED TECHNOLOGIES LTD$34.4M0.06%+35,374+2.1%
241KMIKINDER MORGAN INC DEL$33.8M0.06%20,831−2.0%
242GEVGE VERNOVA INC$33.5M0.06%+2,310+6.4%
243URTHISHARES INC$33.5M0.06%+100,280+116.9%
244TDGTRANSDIGM GROUP INC$33.3M0.05%68,379−70.4%
245AGOASSURED GUARANTY LTD$33.0M0.05%31,814−7.3%
246MTGMGIC INVT CORP WIS$32.6M0.05%73,479−5.6%
247IEXIDEX CORP$32.5M0.05%33,073−16.2%
248CLCOLGATE PALMOLIVE CO$32.1M0.05%56,097−13.0%
249VTVVANGUARD INDEX FDS$31.8M0.05%21,006−11.5%
250PORPORTLAND GEN ELEC CO$31.8M0.05%128,133−17.5%
251EEFTEURONET WORLDWIDE INC$31.6M0.05%16,359−3.3%
252VOVANGUARD INDEX FDS$31.5M0.05%1,657−1.5%
253AVNSAVANOS MED INC$31.3M0.05%+295,396+15.3%
254ACHCACADIA HEALTHCARE COMPANY IN$31.2M0.05%+675,197+102.3%
255ICUIICU MED INC$31.2M0.05%+14,358+6.3%
256IEFISHARES TR$31.0M0.05%+65,491+25.2%
257QUREQUANTA SVCS INC$31.0M0.05%+69+0.1%
258XLESELECT SECTOR SPDR TR$30.7M0.05%+222+0.0%
259DBRGDIGITALBRIDGE GROUP INC$30.5M0.05%1,069,551−35.1%
260GHGUARDANT HEALTH INC$30.4M0.05%+329,564NEW
261AGGISHARES TR$30.4M0.05%+10,998+3.7%
262OEFISHARES TR$30.2M0.05%+32,649+52.5%
263CURBCURBLINE PPTYS CORP$30.1M0.05%63,354−5.2%
264SNYSANOFI SA$30.0M0.05%+81,492+15.1%
265THGHANOVER INS GROUP INC$29.9M0.05%11,301−6.1%
266FFBC1ST FINL BANCORP$29.9M0.05%+1,070,900NEW
267PCVXVAXCYTE INC$29.7M0.05%55,224−9.7%
268TNCTENNANT CO$29.4M0.05%10,494−2.3%
269NVSNOVARTIS AG$28.9M0.05%+761+0.4%
270MARMARRIOTT INTL INC NEW$28.9M0.05%1,766−2.0%
271DEDEERE & CO$28.8M0.05%+653+1.3%
272MSMORGAN STANLEY$28.2M0.05%+3,194+1.9%
273EPACENERPAC TOOL GROUP CORP$27.7M0.05%103,646−12.0%
274SBUXSTARBUCKS CORP$27.6M0.05%79,211−20.4%
275HONHONEYWELL INTL INC$27.1M0.04%+36,469+43.7%
276CRMSALESFORCE INC$27.1M0.04%+9,588+7.1%
277PEBOPEOPLES BANCORP INC$27.1M0.04%+130,304+18.8%
278SIBNSI BONE INC$26.8M0.04%339,470−13.8%
279IJHISHARES TR$26.7M0.04%+52,678+15.4%
280PMPHILIP MORRIS INTL INC$26.6M0.04%84−0.1%
281DCOMDIME CMNTY BANCSHARES INC$26.4M0.04%230,902−22.8%
282CMICUMMINS INC$26.4M0.04%169−0.3%
283MDTMEDTRONIC PLC$26.3M0.04%+2,550+0.8%
284CDRECADRE HLDGS INC$26.3M0.04%+281,360+49.0%
285CTVACORTEVA INC$25.9M0.04%+38,461+14.2%
286CRHCRH PLC$25.4M0.04%38,535−13.7%
287TDYTELEDYNE TECHNOLOGIES INC$25.3M0.04%4,211−9.1%
288IWPISHARES TR$24.8M0.04%+31,957+19.7%
289WPCWP CAREY INC$24.7M0.04%+1,166+0.3%
290SWSMURFIT WESTROCK PLC$24.7M0.04%+89,752+16.9%
291XLGINVESCO EXCHANGE TRADED FD T$24.6M0.04%110,696−19.7%
292VBVANGUARD INDEX FDS$24.5M0.04%2,869−3.0%
293NXSTNEXSTAR MEDIA GROUP INC$24.5M0.04%60,760−31.0%
294AMTAMERICAN TOWER CORP$24.3M0.04%12,214−8.0%
295BELFABEL FUSE INC$24.2M0.04%8,657−6.1%
296MIRMIRION TECHNOLOGIES INC$24.2M0.04%312,978−19.4%
297KIDSORTHOPEDIATRICS CORP$24.1M0.04%372,868−19.7%
298WMT2WELLS FARGO & CO$24.0M0.04%+13,873+4.8%
299ACWXISHARES TR$23.8M0.04%+154,795+80.4%
300XLKSELECT SECTOR SPDR TR$23.5M0.04%13,152−6.9%
301REXREX AMERICAN RES CORP$23.3M0.04%413,208−44.7%
302CBCHUBB LTD SWITZ$23.2M0.04%73−0.1%
303NEENEXTERA ENERGY INC$23.0M0.04%206−0.1%
304BWXTBWX TECHNOLOGIES INC$23.0M0.04%59,897−34.7%
305CASSCASS INFORMATION SYS INC$23.0M0.04%18,292−3.4%
306MUMICRON TECHNOLOGY INC$22.9M0.04%9,549−12.4%
307VXUSVANGUARD STAR FDS$22.8M0.04%+150,811+103.7%
308SBCFSEACOAST BKG CORP FLA$22.8M0.04%211,404−21.9%
309CBRECBRE GROUP INC$22.8M0.04%+15,518+10.2%
310BKRBAKER HUGHES COMPANY$22.4M0.04%31,500−7.9%
311DISDISNEY WALT CO$22.3M0.04%8,623−3.6%
312WTWWILLIS TOWERS WATSON PLC LTD$21.8M0.04%+6,438+9.4%
313PNCPNC FINL SVCS GROUP INC$21.7M0.04%+833+0.8%
314IOSPINNOSPEC INC$21.6M0.04%9,512−3.1%
315VERXVERTEX INC$21.5M0.04%969,932−34.9%
316NXPINXP SEMICONDUCTORS N V$21.2M0.03%22,249−17.1%
317PFEPFIZER INC$21.1M0.03%21,521−2.8%
318VYXNCR VOYIX CORPORATION$20.9M0.03%+50,003+1.5%
319OSISOSI SYSTEMS INC$20.8M0.03%73,351−48.4%
320BLKBLACKROCK INC$20.7M0.03%448−2.0%
321GLWCORNING INC$20.7M0.03%+8,741+6.1%
322ITWILLINOIS TOOL WKS INC$20.6M0.03%2,121−2.6%
323VTEBVANGUARD MUN BD FDS$20.6M0.03%+17,599+4.5%
324JHXJAMES HARDIE INDS PLC$20.5M0.03%+64,391+6.3%
325YETIYETI HLDGS INC$20.3M0.03%29,320−5.0%
326CLMTCALUMET INC$20.3M0.03%150,000−21.0%
327FLEXFLEXTRONICS INTL LTD$20.3M0.03%+54,656+21.4%
328LHLABCORP HOLDINGS INC$20.2M0.03%1,012−1.3%
329QQNITY ELECTRONICS INC$19.9M0.03%+21,618+14.3%
330WMWASTE MGMT INC DEL$19.9M0.03%+26,170+43.2%
331CNXNPC CONNECTION INC$19.9M0.03%+67,595+24.7%
332LFUSLITTELFUSE INC$19.7M0.03%+11,419+24.4%
333PNRPENTAIR PLC$19.7M0.03%+84,459+59.7%
334CARSCARS COM INC$19.5M0.03%+467,155+24.2%
335NSCNORFOLK SOUTHN CORP$19.4M0.03%+5,491+8.8%
336BKBANK NEW YORK MELLON CORP$19.4M0.03%7,361−4.3%
337BDXBECTON DICKINSON & CO$19.3M0.03%+103,778+546.7%
338ICLRICON PLC$19.2M0.03%+81,023+87.7%
339RTORENTOKIL INITIAL PLC$19.0M0.03%919,910−60.4%
340VXFVANGUARD INDEX FDS$18.7M0.03%2,794−3.0%
341LMTLOCKHEED MARTIN CORP$18.6M0.03%186−0.6%
342IAUISHARES GOLD TR$18.5M0.03%+8,713+4.3%
343EMREMERSON ELEC CO$18.1M0.03%1,781−1.3%
344ARTYISHARES TR$18.1M0.03%+83,970+27.6%
345IJSISHARES TR$18.0M0.03%31,105−17.0%
346TSLATESLA INC$17.9M0.03%+10,349+27.4%
347LZBLA Z BOY INC$17.7M0.03%27,746−4.8%
348HLIHOULIHAN LOKEY INC$17.5M0.03%18,779−13.3%
349COPCONOCOPHILLIPS$17.4M0.03%+7,348+5.9%
350VISNVISTANCE NETWORKS INC$17.2M0.03%+475,454+100.9%
351ADBEADOBE INC$17.2M0.03%9,989−12.4%
352MKLMARKEL GROUP INC$17.1M0.03%+269+3.1%
353MMM3M CO$16.8M0.03%+20,460+21.5%
354SMPLSIMPLY GOOD FOODS CO$16.6M0.03%+1,159,380NEW
355BELFBBEL FUSE INC$16.3M0.03%36,074−30.5%
356WWDWOODWARD INC$16.2M0.03%84,046−64.9%
357VZVERIZON COMMUNICATIONS INC$16.2M0.03%+29,740+10.2%
358MINTPIMCO ETF TR$16.1M0.03%+17,121+12.0%
359PGCPEAPACK-GLADSTONE FINL CORP$16.1M0.03%24,363−5.1%
360BLDTOPBUILD COR$16.0M0.03%7,415−14.0%
361LDURPIMCO ETF TR$15.9M0.03%+130,095+359.6%
362CABOCABLE ONE INC$15.5M0.03%3,162−1.8%
363DDDUPONT DE NEMOURS INC$15.4M0.03%+28,160+9.1%
364SYKSTRYKER CORPORATION$15.3M0.03%+226+0.5%
365VOEVANGUARD INDEX FDS$15.2M0.02%+22,401+37.4%
366SNXTD SYNNEX CORPORATION$15.0M0.02%5,893−6.2%
367GDGENERAL DYNAMICS CORP$14.9M0.02%386−0.9%
368WHWYNDHAM HOTELS & RESORTS INC$14.8M0.02%2,651−1.4%
369ETNEATON CORP PLC$14.8M0.02%612−1.5%
370LMRILUMEXA IMAGING HOLDINGS INC$14.7M0.02%+1,705,077NEW
371ENBENBRIDGE INC$14.4M0.02%2,200−0.8%
372VYMVANGUARD WHITEHALL FDS$14.4M0.02%1,983−2.0%
373VGITVANGUARD SCOTTSDALE FDS$14.4M0.02%6,524−2.6%
374IRDMIRIDIUM COMMUNICATIONS INC$14.2M0.02%+222+0.0%
375TGTTARGET CORP$14.2M0.02%+226+0.2%
376QCOMQUALCOMM INC$14.1M0.02%+1,541+1.4%
377VRTSVIRTUS INVT PARTNERS INC$14.0M0.02%+13,392+14.8%
378SHWSHERWIN WILLIAMS CO$13.9M0.02%14,083−24.6%
379BIPBROOKFIELD INFRASTRUCTURE PA$13.6M0.02%+2,669+0.7%
380CSGPCOSTAR GROUP INC$13.6M0.02%1,569,324−82.3%
381PLDPROLOGIS INC.$13.4M0.02%+1,801+1.8%
382MKCMCCORMICK & CO INC$13.4M0.02%7,447−2.7%
383GSGOLDMAN SACHS GROUP INC$13.3M0.02%+1,495+10.5%
384BSMBLACK STONE MINERALS L P$13.3M0.02%HELD
385MCOMOODYS CORP$13.3M0.02%1,673−5.2%
386PSXPHILLIPS 66$13.3M0.02%+4,382+6.4%
387MOALTRIA GROUP INC$13.1M0.02%1,928−1.0%
388DOWDOW HLDGS INC$13.1M0.02%+28,727+10.1%
389MWAMUELLER WTR PRODS INC$12.9M0.02%692,648−59.6%
390IVWISHARES TR$12.8M0.02%10,540−8.5%
391UNPUNION PAC CORP$12.8M0.02%1,166−2.2%
392CSXCSX CORP$12.7M0.02%3,045−1.0%
393EXPEEXPEDIA GROUP INC$12.6M0.02%8,758−13.8%
394MRSHMARSH & MCLENNAN COS INC$12.5M0.02%+714+1.0%
395KNFKNIFE RIVER CORP$12.5M0.02%+152,653NEW
396DXCMDEXCOM INC$12.1M0.02%93,536−32.6%
397BMYBRISTOL-MYERS SQUIBB CO$12.1M0.02%+2,946+1.5%
398RYROYAL BK CDA$11.9M0.02%1,686−2.2%
399VVVANGUARD INDEX FDS$11.7M0.02%+332+0.9%
400CRWDCROWDSTRIKE HLDGS INC$11.6M0.02%+5,043+20.4%
401CGCARLYLE GROUP INC$11.6M0.02%+27,121+12.8%
402TXNTEXAS INSTRS INC$11.5M0.02%286−0.5%
403TFCTRUIST FINL CORP$11.5M0.02%2,352−0.9%
404BNBROOKFIELD CORP$11.4M0.02%+18,000+6.8%
405FISFIDELITY NATL INFORMATION SV$11.4M0.02%64,480−21.0%
406INTCINTEL CORP$11.2M0.02%+41,076+19.3%
407IDCCINTERDIGITAL INC$11.1M0.02%+1,014+2.8%
408NTRSNORTHERN TR CORP$11.0M0.02%6,991−8.1%
409FEZSPDR INDEX SHS FDS$11.0M0.02%779−0.4%
410FASTFASTENAL CO$10.9M0.02%+33,592+16.7%
411COFCAPITAL ONE FINL CORP$10.9M0.02%1,181−1.9%
412XVVISHARES TR$10.8M0.02%+34,955+19.0%
413ROKROCKWELL AUTOMATION INC$10.7M0.02%+125+0.4%
414TRVTRAVELERS COMPANIES INC$10.6M0.02%+1,802+5.2%
415QTWOQ2 HLDGS INC$10.4M0.02%+220,600NEW
416OKEONEOK INC NEW$10.4M0.02%1,845−1.6%
417SDYSPDR SERIES TRUST$10.3M0.02%+3,046+4.5%
418VSTVISTRA CORP$10.3M0.02%+13,516+24.5%
419FTAIFTAI AVIATION LTD$10.3M0.02%+20,840+98.8%
420VNQVANGUARD INDEX FDS$10.3M0.02%28,305−19.6%
421ETENERGY TRANSFER L P$10.3M0.02%+5,230+1.0%
422DFAIDIMENSIONAL ETF TRUST$9.8M0.02%+80,495+46.8%
423EWJISHARES INC$9.8M0.02%6,180−5.1%
424COOCOOPER COS INC$9.6M0.02%+33,684+33.3%
425MKC/VMCCORMICK & CO INC$9.6M0.02%510−0.3%
426PAYXPAYCHEX INC$9.5M0.02%+30,207+41.2%
427NOCNORTHROP GRUMMAN CORP$9.3M0.02%818−5.6%
428BBYBEST BUY INC$9.2M0.02%19,233−11.8%
429VBRVANGUARD INDEX FDS$9.1M0.01%+235+0.6%
430FIXCOMFORT SYS USA INC$9.1M0.01%75−1.1%
431IBBISHARES TR$9.1M0.01%309−0.6%
432ROPROPER TECHNOLOGIES INC$9.0M0.01%5,789−18.5%
433OTISOTIS WORLDWIDE CORP$9.0M0.01%4,897−4.0%
434BPBP PLC$8.9M0.01%6,209−3.2%
435FDXFEDEX CORP$8.9M0.01%670−2.6%
436QUALISHARES TR$8.8M0.01%5,459−10.6%
437LHXL3HARRIS TECHNOLOGIES INC$8.8M0.01%38−0.1%
438FTVFORTIVE CORP$8.8M0.01%13,704−7.9%
439CHDCHURCH & DWIGHT CO INC$8.8M0.01%+29,215+45.2%
440WDWALKER & DUNLOP INC$8.5M0.01%22,649−10.5%
441BABOEING CO$8.5M0.01%+1,100+2.6%
442KVUEKENVUE INC$8.5M0.01%22,685−4.4%
443TAT&T INC$8.2M0.01%+14,670+5.4%
444LKQLKQ CORP$8.1M0.01%+26,100+10.4%
445FICOFAIR ISAAC CORP$8.0M0.01%79,905−91.4%
446EPDENTERPRISE PRODS PARTNERS L$8.0M0.01%894−0.4%
447VEEVVEEVA SYS INC$8.0M0.01%296,308−86.7%
448APDAIR PRODUCTS AND CHEMICALS I$7.9M0.01%1,340−4.7%
449CLHCLEAN HARBORS INC$7.9M0.01%738−2.6%
450WFRDWEATHERFORD INTL PLC$7.9M0.01%20,232−19.5%
451FTNTFORTINET INC$7.8M0.01%+599+0.6%
452SBACSBA COMMUNICATIONS CORP$7.8M0.01%2,581−5.4%
453LRCXLAM RESEARCH CORP$7.7M0.01%183−0.5%
454UPSUNITED PARCEL SVCS INC$7.7M0.01%1,190−1.5%
455DFACDIMENSIONAL ETF TRUST$7.7M0.01%+28,355+16.7%
456SNASNAP ON INC$7.6M0.01%68−0.3%
457LNGCHENIERE ENERGY INC$7.5M0.01%38,181−58.9%
458GTYGETTY RLTY CORP NEW$7.5M0.01%+3,494+1.5%
459MASMASCO CORP$7.5M0.01%21,474−14.7%
460IVOOVANGUARD ADMIRAL FDS INC$7.4M0.01%+420+0.7%
461VONVVANGUARD SCOTTSDALE FDS$7.4M0.01%+406+0.5%
462TPLTEXAS PACIFIC LAND CORPORATI$7.3M0.01%5,185−25.2%
463DUKDUKE ENERGY CORP NEW$7.2M0.01%+442+0.8%
464APPAPPLOVIN CORP$7.2M0.01%+12,316+215.1%
465RYNRAYONIER INC$7.2M0.01%+347,310NEW
466AMLPALPS ETF TR$7.2M0.01%+4,247+3.2%
467VRSKVERISK ANALYTICS INC$7.1M0.01%1,458,098−97.5%
468PRIMPRIMORIS SVCS CORP$7.1M0.01%+30,602+161.7%
469MTBM & T BK CORP$7.0M0.01%165−0.5%
470CITHE CIGNA GROUP$7.0M0.01%+1,988+8.2%
471NEMNEWMONT CORP$7.0M0.01%+1,805+2.9%
472VBKVANGUARD INDEX FDS$7.0M0.01%4,545−16.5%
473XLUSELECT SECTOR SPDR TR$6.9M0.01%+1,145+0.8%
474XBISPDR SERIES TRUST$6.9M0.01%+7,336+15.7%
475INSEINSPIRED ENTMT INC$6.9M0.01%+65,000+7.2%
476ALLALLSTATE CORP$6.9M0.01%+1,107+3.5%
477AMDADVANCED MICRO DEVICES INC$6.8M0.01%+6,349+23.4%
478DGRWWISDOMTREE TR$6.7M0.01%+2,153+2.9%
479IHEISHARES TR$6.5M0.01%HELD
480VOTVANGUARD INDEX FDS$6.5M0.01%1,771−6.5%
481BSVVANGUARD BD INDEX FDS$6.5M0.01%27,583−25.0%
482SPSMSPDR SERIES TRUST$6.5M0.01%+3,757+2.9%
483AMEAMETEK INC$6.4M0.01%2,293−7.1%
484PHPARKER-HANNIFIN CORP$6.4M0.01%52−0.7%
485REGREGENCY CTRS CORP$6.3M0.01%282−0.3%
486SCHDSCHWAB STRATEGIC TR$6.3M0.01%22,362−9.8%
487SGOVISHARES TR$6.3M0.01%150,303−70.6%
488CSLCARLISLE COS INC$6.3M0.01%4,143−18.0%
489MUBISHARES TR$6.3M0.01%1,253−2.1%
490MURMURPHY OIL CORP$6.2M0.01%13,231−8.1%
491AHRTAH RLTY TR INC$6.2M0.01%159−0.0%
492SYYSYSCO CORP$6.2M0.01%1,791−2.0%
493CVSCVS HEALTH CORP$6.1M0.01%3,637−4.1%
494EMBJEMBRAER S.A.$6.1M0.01%+2,470+2.5%
495IVEISHARES TR$6.0M0.01%+527+1.9%
496UMBFUMB FINL CORP$6.0M0.01%2,679−4.8%
497DDOMINION ENERGY INC$5.9M0.01%+181+0.2%
498ROSTROSS STORES INC$5.9M0.01%29,325−51.9%
499CMGCHIPOTLE MEXICAN GRILL INC$5.9M0.01%59,879−24.6%
500AAXJISHARES TR$5.8M0.01%6,465−9.6%

Source: SEC EDGAR · accession 0001345929-26-000028. 13F discloses long positions only — shorts, foreign equities, and options are excluded.