InvestInfoAI
FIRST MANHATTAN CO. LLC.

Q2 2025 · 13F-HR

FIRST MANHATTAN CO. LLC.holdings as filed

Filed 2025-08-14 · accession 0000728083-25-000010

$35.42B
Reported value
698
Positions
2025-06-30
Period end
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The Brief · FIRST MANHATTAN CO. LLC. · Q2 2025

AI · grounded in 13F

FIRST MANHATTAN CO. LLC. established a new position in BRK/A valued at $10.45B. The fund also initiated new stakes in MSFT for $2.20B and KKR for $1.16B. Additional new positions include AAPL at $1.13B and BN at $1.02B.

Holdings as filed

First 500 of 698

CUSIPTickerIssuerValue% port.SharesClassVoting
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$10.45B29.5%14,337CommonSHARED
594918104MSFTMICROSOFT CORP$2.20B6.22%4,432,090CommonSHARED
48251W104KKRKKR & CO INC$1.16B3.28%8,720,211CommonSHARED
037833100AAPLAPPLE INC$1.13B3.19%5,512,294CommonSHARED
11271J107BNBROOKFIELD CORP$1.02B2.87%16,456,627CommonSHARED
68389X105ORCLORACLE CORP$977.6M2.76%4,471,665CommonSHARED
053332102AZOAUTOZONE INC$951.7M2.69%256,360CommonSHARED
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$914.9M2.58%1,883,307CommonSHARED
02079K107GOOGALPHABET INC$805.2M2.27%4,539,075CommonSHARED
11135F101AVGOBROADCOM INC$623.8M1.76%2,262,891CommonSHARED
N07059210ASMLASML HOLDING N V$569.0M1.61%710,045CommonSHARED
038222105AMATAPPLIED MATLS INC$514.1M1.45%2,808,455CommonSHARED
79466L302CRMSALESFORCE INC$512.7M1.45%1,877,476CommonSHARED
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$486.7M1.37%2,004,053CommonSHARED
92826C839VVISA INC$460.5M1.30%1,297,120CommonSHARED
235851102DHRDANAHER CORPORATION$439.7M1.24%2,222,369CommonSHARED
91324P102UNHUNITEDHEALTH GROUP INC$433.8M1.22%1,390,594CommonSHARED
023135106AMZNAMAZON COM INC$405.7M1.15%1,849,419CommonSHARED
883556102TMOTHERMO FISHER SCIENTIFIC INC$388.3M1.10%956,704CommonSHARED
88262P102TPLTEXAS PACIFIC LAND CORPORATI$356.7M1.01%337,681CommonSHARED
438516106HONHONEYWELL INTL INC$346.9M0.98%1,489,612CommonSHARED
718172109PMPHILIP MORRIS INTL INC$338.0M0.95%1,844,373CommonSHARED
548661107LOWLOWES COS INC$330.9M0.93%1,491,331CommonSHARED
G54950103LINLINDE PLC$317.1M0.90%675,871CommonSHARED
67066G104NVDANVIDIA CORPORATION$310.7M0.88%1,966,356CommonSHARED
78409V104SPGIS&P GLOBAL INC$305.2M0.86%578,808CommonSHARED
02079K305GOOGLALPHABET INC$296.3M0.84%1,681,371CommonSHARED
922908363VOOVANGUARD INDEX FDS$275.9M0.78%484,180CommonSHARED
03662Q105AKXANSYS INC$224.6M0.63%639,344CommonSHARED
67103H107ORLYOREILLY AUTOMOTIVE INC$210.4M0.59%2,334,528CommonSHARED
514952100LBLANDBRIDGE COMPANY LLC$210.3M0.59%3,112,567CommonSHARED
45866F104ICEINTERCONTINENTAL EXCHANGE IN$205.9M0.58%1,122,490CommonSHARED
217204106CPRTCOPART INC$191.3M0.54%3,898,319CommonSHARED
02005N100ALLYALLY FINL INC$181.4M0.51%4,656,498CommonSHARED
580135101MCDMCDONALDS CORP$180.6M0.51%618,087CommonSHARED
F58485115LVMHFLVMH MOET HENNESSY LOUIS VUITTON$168.9M0.48%323,484CommonSHARED
609207105MDLZMONDELEZ INTL INC$159.0M0.45%2,342,066CommonSHARED
025816109AXPAMERICAN EXPRESS CO$159.0M0.45%498,437CommonSHARED
571903202MARMARRIOTT INTL INC NEW$148.7M0.42%544,322CommonSHARED
36828A101GEVGE VERNOVA INC$144.2M0.41%272,598CommonSHARED
G1151C101ACNACCENTURE PLC IRELAND$144.2M0.41%482,508CommonSHARED
907818108UNPUNION PAC CORP$132.7M0.37%576,747CommonSHARED
H2927K103AMRZAMRIZE LTD$117.1M0.33%2,364,164CommonSHARED
00287Y109ABBVABBVIE INC$113.2M0.32%609,692CommonSHARED
14040H105COFCAPITAL ONE FINL CORP$110.5M0.31%519,289CommonSHARED
478160104JNJJOHNSON & JOHNSON$110.1M0.31%720,774CommonSHARED
30303M102METAMETA PLATFORMS INC$106.2M0.30%143,908CommonSHARED
57667L107MTCHMATCH GROUP INC NEW$106.1M0.30%3,435,128CommonSHARED
653656108NICENICE LTD$105.3M0.30%623,385CommonSHARED
87261Y106TMCTMC THE METALS COMPANY INC$105.0M0.30%15,911,899CommonSHARED
20030N101CMCSACOMCAST CORP NEW$103.6M0.29%2,903,151CommonSHARED
09239B109BLBLACKLINE INC$103.5M0.29%1,827,918CommonSHARED
66538H211FMCXNORTHERN LTS FD TR IV$99.8M0.28%3,035,319CommonSHARED
817565104SCISERVICE CORP INTL$98.9M0.28%1,215,099CommonSHARED
49714P108KNSLKINSALE CAP GROUP INC$97.3M0.27%201,133CommonSHARED
058498106BALLBALL CORP$95.7M0.27%1,705,428CommonSHARED
46137V357RSPINVESCO EXCHANGE TRADED FD T$91.2M0.26%501,600CommonSHARED
92537N108VRTVERTIV HOLDINGS CO$87.8M0.25%683,909CommonSHARED
46625H100JPMJPMORGAN CHASE & CO.$85.1M0.24%293,530CommonSHARED
03073E105CORCENCORA INC$82.8M0.23%276,105CommonSHARED
126402106CSWCSW INDUSTRIALS INC$80.5M0.23%280,688CommonSHARED
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$78.9M0.22%481,722CommonSHARED
641069406NSRGYNESTLE SA$76.9M0.22%774,686CommonSHARED
04621X108AIZASSURANT INC$76.1M0.22%385,581CommonSHARED
191216100KOCOCA COLA CO$68.7M0.19%963,830CommonSHARED
G16252101BIPBROOKFIELD INFRAST PARTNERS$64.3M0.18%1,920,635CommonSHARED
113004105BAMBROOKFIELD ASSET MANAGMT LTD$64.2M0.18%1,162,323CommonSHARED
73278L105POOLPOOL CORP$62.7M0.18%215,261CommonSHARED
458140100INTCINTEL CORP$60.9M0.17%2,719,324CommonSHARED
92338C103VLTOVERALTO CORP$52.0M0.15%514,843CommonSHARED
369604301GEGE AEROSPACE$51.5M0.15%200,192CommonSHARED
03027X100AMTAMERICAN TOWER CORP NEW$49.2M0.14%220,868CommonSHARED
615369105MCOMOODYS CORP$46.8M0.13%93,381CommonSHARED
532457108LLYELI LILLY & CO$46.2M0.13%59,254CommonSHARED
H1467J104CBCHUBB LIMITED$45.7M0.13%157,302CommonSHARED
136385101CNQCANADIAN NAT RES LTD$44.7M0.13%1,404,410CommonSHARED
808513105SCHWSCHWAB CHARLES CORP$42.0M0.12%459,985CommonSHARED
457187102INGRINGREDION INC$39.8M0.11%293,432CommonSHARED
43300A203HLTHILTON WORLDWIDE HLDGS INC$39.8M0.11%149,363CommonSHARED
742718109PGPROCTER AND GAMBLE CO$39.7M0.11%248,955CommonSHARED
46266C105IQVIQVIA HLDGS INC$38.6M0.11%244,892CommonSHARED
855244109SBUXSTARBUCKS CORP$37.8M0.11%412,015CommonSHARED
806407102HSICHENRY SCHEIN INC$37.1M0.10%507,917CommonSHARED
29250N105ENBENBRIDGE INC$36.2M0.10%799,754CommonSHARED
654106103NKENIKE INC$34.0M0.10%476,489CommonSHARED
922908629VOVANGUARD INDEX FDS$32.8M0.09%116,754CommonSHARED
16119P108CHTRCHARTER COMMUNICATIONS INC N$31.7M0.09%77,503CommonSHARED
921908844VIGVANGUARD SPECIALIZED FUNDS$30.7M0.09%149,244CommonSHARED
459200101IBMINTERNATIONAL BUSINESS MACHS$30.6M0.09%103,898CommonSHARED
90353T100UBERUBER TECHNOLOGIES INC$30.3M0.09%324,858CommonSHARED
617446448MSMORGAN STANLEY$29.1M0.08%206,573CommonSHARED
570535104MKLMARKEL GROUP INC$28.9M0.08%14,459CommonSHARED
949746101WMT2WELLS FARGO CO NEW$28.7M0.08%357,662CommonSHARED
25243Q205DEODIAGEO PLC$28.1M0.08%278,611CommonSHARED
097023105BABOEING CO$27.9M0.08%133,034CommonSHARED
384109104GGGGRACO INC$27.3M0.08%317,876CommonSHARED
031162100AMGNAMGEN INC$26.9M0.08%96,400CommonSHARED
833034101SNASNAP ON INC$26.6M0.08%85,386CommonSHARED
863667101SYKSTRYKER CORPORATION$26.6M0.07%66,970CommonSHARED
15135B101CNCCENTENE CORP DEL$25.4M0.07%468,714CommonSHARED
254687106DISDISNEY WALT CO$25.4M0.07%203,872CommonSHARED
871607107SNPSSYNOPSYS INC$25.3M0.07%49,318CommonSHARED
03524A108BUDANHEUSER BUSCH INBEV SA/NV$24.4M0.07%354,870CommonSHARED
921946406VYMVANGUARD WHITEHALL FDS$24.3M0.07%181,937CommonSHARED
464287523SOXXISHARES TR$24.1M0.07%100,795CommonSHARED
92204A504VHTVANGUARD WORLD FD$22.9M0.06%92,019CommonSHARED
65339F101NEENEXTERA ENERGY INC$22.4M0.06%323,203CommonSHARED
78462F103SPYSPDR S&P 500 ETF TR$22.4M0.06%36,098CommonSHARED
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$22.1M0.06%211,830CommonSHARED
25960P109DEIDOUGLAS EMMETT INC$21.6M0.06%1,416,757CommonSHARED
030420103AWKAMERICAN WTR WKS CO INC NEW$21.3M0.06%152,850CommonSHARED
09260D107BXBLACKSTONE INC$21.1M0.06%141,334CommonSHARED
04041L106ARISUSDARIS WATER SOLUTIONS INC$21.1M0.06%892,540CommonSHARED
101121101BXPBXP INC$20.6M0.06%300,968CommonSHARED
101137107BSXBOSTON SCIENTIFIC CORP$19.9M0.06%185,296CommonSHARED
573284106MLMMARTIN MARIETTA MATLS INC$19.7M0.06%35,893CommonSHARED
902973304USBUS BANCORP DEL$19.7M0.06%430,456CommonSHARED
30231G102XOMEXXON MOBIL CORP$19.5M0.06%180,887CommonSHARED
44267T102HHHHOWARD HUGHES HOLDINGS INC$19.4M0.05%287,533CommonSHARED
G39108108GTESGATES INDL CORP PLC$19.0M0.05%826,981CommonSHARED
032095101APHAMPHENOL CORP NEW$19.0M0.05%192,518CommonSHARED
22160K105COSTCOSTCO WHSL CORP NEW$18.6M0.05%18,810CommonSHARED
922908751VBVANGUARD INDEX FDS$18.5M0.05%77,997CommonSHARED
57636Q104MAMASTERCARD INCORPORATED$18.3M0.05%32,633CommonSHARED
053015103ADPAUTOMATIC DATA PROCESSING IN$18.1M0.05%58,412CommonSHARED
G0692U109AXSAXIS CAP HLDGS LTD$18.1M0.05%173,290CommonSHARED
82846H405QXOQXO INC$17.9M0.05%831,041CommonSHARED
87612E106TGTTARGET CORP$17.1M0.05%173,264CommonSHARED
713448108PEPPEPSICO INC$17.0M0.05%129,109CommonSHARED
75281A109RRCRANGE RES CORP$16.5M0.05%405,606CommonSHARED
Y62132108NVGSNAVIGATOR HLDGS LTD$15.8M0.04%1,114,252CommonSHARED
74348A467NOBLPROSHARES TR$15.5M0.04%153,463CommonSHARED
34959J108FTVFORTIVE CORP$15.4M0.04%295,080CommonSHARED
749685103RPMRPM INTL INC$15.1M0.04%137,033CommonSHARED
44891N208IACIAC INC$14.9M0.04%399,416CommonSHARED
931142103WMTWALMART INC$14.8M0.04%151,361CommonSHARED
437076102HDHOME DEPOT INC$14.2M0.04%38,802CommonSHARED
921943858VEAVANGUARD TAX-MANAGED FDS$14.2M0.04%248,571CommonSHARED
21873S108CRWVCOREWEAVE INC$13.6M0.04%83,500CommonSHARED
228368106CCKCROWN HLDGS INC$13.5M0.04%131,355CommonSHARED
64110L106NFLXNETFLIX INC$13.4M0.04%10,036CommonSHARED
20825C104COPCONOCOPHILLIPS$13.3M0.04%147,954CommonSHARED
293792107EPDENTERPRISE PRODS PARTNERS L$12.9M0.04%415,209CommonSHARED
201723103CMCCOMMERCIAL METALS CO$12.4M0.04%253,423CommonSHARED
022671101AMALAMALGAMATED FINANCIAL CORP$12.3M0.03%395,675CommonSHARED
002824100ABTABBOTT LABS$12.3M0.03%90,476CommonSHARED
58933Y105MRKMERCK & CO INC$11.8M0.03%148,028CommonSHARED
67077M108NTRNUTRIEN LTD$11.7M0.03%199,067CommonSHARED
76131D103QSRRESTAURANT BRANDS INTL INC$11.6M0.03%174,441CommonSHARED
923451108VBTXVERITEX HLDGS INC$11.2M0.03%431,006CommonSHARED
89417E109TRVTRAVELERS COMPANIES INC$11.2M0.03%41,795CommonSHARED
392709101GRBKGREEN BRICK PARTNERS INC$11.2M0.03%177,733CommonSHARED
620076307MSIMOTOROLA SOLUTIONS INC$11.2M0.03%26,469CommonSHARED
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$10.8M0.03%47,725CommonSHARED
46222L108IONQIONQ INC$10.8M0.03%251,500CommonSHARED
47233W109JEFJEFFERIES FINL GROUP INC$10.8M0.03%197,031CommonSHARED
78463V107GLDSPDR GOLD TR$10.6M0.03%34,899CommonSHARED
75513E101RTXRTX CORPORATION$10.5M0.03%72,212CommonSHARED
143130102KMXCARMAX INC$10.5M0.03%155,814CommonSHARED
921932778VIOVVANGUARD ADMIRAL FDS INC$10.5M0.03%122,225CommonSHARED
896215209TRSTRIMAS CORP$10.4M0.03%362,087CommonSHARED
G0403H108AONAON PLC$10.1M0.03%28,342CommonSHARED
530307305LBRDKLIBERTY BROADBAND CORP$10.0M0.03%101,848CommonSHARED
363576109AJGGALLAGHER ARTHUR J & CO$9.8M0.03%30,575CommonSHARED
G29183103ETNEATON CORP PLC$9.6M0.03%27,014CommonSHARED
03076C106AMPAMERIPRISE FINL INC$9.6M0.03%17,896CommonSHARED
124805102CBZCBIZ INC$9.5M0.03%132,270CommonSHARED
540424108LLOEWS CORP$9.4M0.03%102,186CommonSHARED
89346D107TACTRANSALTA CORP$9.4M0.03%863,232CommonSHARED
00846U101AAGILENT TECHNOLOGIES INC$9.3M0.03%79,197CommonSHARED
693475105PNCPNC FINL SVCS GROUP INC$9.3M0.03%49,832CommonSHARED
G16258108BEPBROOKFIELD RENEWABLE PARTNER$9.2M0.03%361,697CommonSHARED
00090Q103ADTADT INC DEL$9.2M0.03%1,076,725CommonSHARED
50155Q100KDKYNDRYL HLDGS INC$8.9M0.03%211,451CommonSHARED
060505104BACBANK AMERICA CORP$8.8M0.02%185,845CommonSHARED
N00985106AERAERCAP HOLDINGS NV$8.7M0.02%74,600CommonSHARED
949746804WFC 7.5 PERP LWELLS FARGO CO NEW$8.7M0.02%7,395CommonSHARED
988498101YUMYUM BRANDS INC$8.6M0.02%58,246CommonSHARED
596680108MSEXMIDDLESEX WTR CO$8.6M0.02%159,153CommonSHARED
665859104NTRSNORTHERN TR CORP$8.6M0.02%67,554CommonSHARED
553498106MSAMSA SAFETY INC$8.4M0.02%50,331CommonSHARED
87724P106TMHCTAYLOR MORRISON HOME CORP$8.2M0.02%134,130CommonSHARED
G23773107CWCOCONSOLIDATED WATER CO INC$8.2M0.02%274,069CommonSHARED
922042858VWOVANGUARD INTL EQUITY INDEX F$8.1M0.02%163,277CommonSHARED
502441306LVMUYLVMH MOET HENNESSY LOUIS VUITTON SA UNPSPONSORED ADR$8.0M0.02%76,321CommonSHARED
631103108NDAQNASDAQ INC$7.9M0.02%88,723CommonSHARED
816851109SRESEMPRA$7.8M0.02%101,688CommonSHARED
194162103CLCOLGATE PALMOLIVE CO$7.8M0.02%85,454CommonSHARED
78467V608SRLNSSGA ACTIVE ETF TR$7.6M0.02%182,725CommonSHARED
66537J788FMCENORTHERN LTS FD TR IV$7.3M0.02%277,066CommonSHARED
46138G508BKLNINVESCO EXCH TRADED FD TR II$7.3M0.02%350,000CommonSHARED
651639106NEMNEWMONT CORP$7.3M0.02%124,600CommonSHARED
124830878CBLCBL & ASSOC PPTYS INC$7.3M0.02%285,594CommonSHARED
603158106MTXMINERALS TECHNOLOGIES INC$6.9M0.02%125,315CommonSHARED
911312106UPSUNITED PARCEL SERVICE INC$6.8M0.02%67,818CommonSHARED
71424F105PRPERMIAN RESOURCES CORP$6.8M0.02%499,490CommonSHARED
375558103GILDGILEAD SCIENCES INC$6.6M0.02%59,867CommonSHARED
98311A105WHWYNDHAM HOTELS & RESORTS INC$6.5M0.02%79,622CommonSHARED
872590104TMUST-MOBILE US INC$6.4M0.02%26,894CommonSHARED
053774105CARAVIS BUDGET GROUP$6.3M0.02%37,137CommonSHARED
717081103PFEPFIZER INC$6.2M0.02%257,364CommonSHARED
G21810109CLVTCLARIVATE PLC$6.2M0.02%1,449,650CommonSHARED
40412C101HCAHCA HEALTHCARE INC$6.2M0.02%16,143CommonSHARED
571748102MRSHMARSH & MCLENNAN COS INC$6.2M0.02%28,168CommonSHARED
65473P105NINISOURCE INC$6.2M0.02%152,613CommonSHARED
129500104CALCALERES INC$6.1M0.02%500,310CommonSHARED
023608102AEEAMEREN CORP$6.0M0.02%62,967CommonSHARED
922908611VBRVANGUARD INDEX FDS$6.0M0.02%30,635CommonSHARED
464287226AGGISHARES TR$5.9M0.02%59,125CommonSHARED
30034W106EVRGEVERGY INC$5.9M0.02%85,012CommonSHARED
244199105DEDEERE & CO$5.8M0.02%11,379CommonSHARED
140501107CSWCCAPITAL SOUTHWEST CORP$5.7M0.02%258,986CommonSHARED
29670G102WTRGESSENTIAL UTILS INC$5.7M0.02%152,621CommonSHARED
166764100CVXCHEVRON CORP NEW$5.6M0.02%39,423CommonSHARED
17275R102CSCOCISCO SYS INC$5.6M0.02%81,267CommonSHARED
66987V109NVSNOVARTIS AG$5.5M0.02%45,848CommonSHARED
58958P104MRBKMERIDIAN CORPORATION$5.5M0.02%430,071CommonSHARED
829933100SIRISIRIUSXM HOLDINGS INC$5.4M0.02%235,892CommonSHARED
512807306LRCXLAM RESEARCH CORP$5.3M0.02%54,536CommonSHARED
29667J101ESQESQUIRE FINL HLDGS INC$5.3M0.01%55,655CommonSHARED
629337106NNBRNN INC$5.3M0.01%2,500,000CommonSHARED
451107106IDAIDACORP INC$5.2M0.01%45,035CommonSHARED
92206C730VONEVANGUARD SCOTTSDALE FDS$5.1M0.01%18,176CommonSHARED
09857L108BKNGBOOKING HOLDINGS INC$5.0M0.01%872CommonSHARED
126408103CSXCSX CORP$5.0M0.01%154,614CommonSHARED
758849103REGREGENCY CTRS CORP$5.0M0.01%69,604CommonSHARED
02209S103MOALTRIA GROUP INC$4.9M0.01%82,056CommonSHARED
784305104HTOH2O AMERICA$4.9M0.01%93,938CommonSHARED
96812F102BAERBRIDGER AEROSPACE GRP HLDGS$4.8M0.01%2,510,980CommonSHARED
882508104TXNTEXAS INSTRS INC$4.8M0.01%23,033CommonSHARED
46090E103QQQINVESCO QQQ TR$4.8M0.01%8,633CommonSHARED
88579Y101MMM3M CO$4.8M0.01%31,314CommonSHARED
922042866VPLVANGUARD INTL EQUITY INDEX F$4.7M0.01%57,402CommonSHARED
37959E102GLGLOBE LIFE INC$4.6M0.01%36,825CommonSHARED
921937835BNDVANGUARD BD INDEX FDS$4.6M0.01%62,146CommonSHARED
498894104KNFKNIFE RIVER CORP$4.6M0.01%55,909CommonSHARED
668074305NWENORTHWESTERN ENERGY GROUP IN$4.5M0.01%88,644CommonSHARED
011532108AGIALAMOS GOLD INC NEW$4.5M0.01%170,000CommonSHARED
922908744VTVVANGUARD INDEX FDS$4.5M0.01%25,234CommonSHARED
81762P102NOWSERVICENOW INC$4.5M0.01%4,357CommonSHARED
291011104EMREMERSON ELEC CO$4.5M0.01%33,573CommonSHARED
032654105ADIANALOG DEVICES INC$4.4M0.01%18,402CommonSHARED
482480100KLACKLA CORP$4.3M0.01%4,848CommonSHARED
165303108CPKCHESAPEAKE UTILS CORP$4.3M0.01%35,570CommonSHARED
171779309CIENCIENA CORP$4.3M0.01%52,872CommonSHARED
70451X104PAYOPAYONEER GLOBAL INC$4.2M0.01%617,574CommonSHARED
12520L109CFBKCF BANKSHARES INC$4.1M0.01%172,022CommonSOLE
922908769VTIVANGUARD INDEX FDS$4.1M0.01%13,476CommonSHARED
70450Y103PYPLPAYPAL HLDGS INC$4.1M0.01%54,964CommonSHARED
98419M100XYLXYLEM INC$4.1M0.01%31,467CommonSHARED
452308109ITWILLINOIS TOOL WKS INC$4.1M0.01%16,328CommonSHARED
20459V105GPGICOMPOSECURE INC$4.1M0.01%288,062CommonSHARED
56064Y100MNSBMAINSTREET BANCSHARES INC$4.0M0.01%210,353CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$4.0M0.01%39,896CommonSHARED
579780206MKCMCCORMICK & CO INC$3.8M0.01%50,364CommonSHARED
872540109TJXTJX COS INC NEW$3.8M0.01%30,709CommonSHARED
222070203COTYCOTY INC$3.8M0.01%814,707CommonSHARED
530307107LBRDALIBERTY BROADBAND CORP$3.7M0.01%38,273CommonSHARED
806857108SLBSCHLUMBERGER LTD$3.7M0.01%108,897CommonSHARED
29362U104ENTGENTEGRIS INC$3.7M0.01%45,426CommonSHARED
03769M106APOAPOLLO GLOBAL MGMT INC$3.6M0.01%25,473CommonSHARED
743315103PGRPROGRESSIVE CORP$3.6M0.01%13,485CommonSOLE
670837103OGEOGE ENERGY CORP$3.6M0.01%81,074CommonSHARED
007903107AMDADVANCED MICRO DEVICES INC$3.6M0.01%25,266CommonSHARED
512816109LAMRLAMAR ADVERTISING CO NEW$3.5M0.01%28,770CommonSHARED
133131102CPTCAMDEN PPTY TR$3.5M0.01%30,640CommonSHARED
75134P600METCRAMACO RES INC$3.5M0.01%264,415CommonSHARED
747525103QCOMQUALCOMM INC$3.5M0.01%21,805CommonSHARED
026874784AIGAMERICAN INTL GROUP INC$3.4M0.01%39,936CommonSHARED
92206C870VCITVANGUARD SCOTTSDALE FDS$3.4M0.01%41,213CommonSHARED
531229755FWONKLIBERTY MEDIA CORP DEL$3.4M0.01%32,284CommonSHARED
464287440IEFISHARES TR$3.3M0.01%34,299CommonSHARED
922042874VGKVANGUARD INTL EQUITY INDEX F$3.3M0.01%42,376CommonSHARED
464287804IJRISHARES TR$3.3M0.01%29,947CommonSHARED
46434G103IEMGISHARES INC$3.2M0.01%52,764CommonSHARED
689648103OTTROTTER TAIL CORP$3.2M0.01%40,960CommonSHARED
776696106ROPROPER TECHNOLOGIES INC$3.1M0.01%5,556CommonSHARED
169656105CMGCHIPOTLE MEXICAN GRILL INC$3.1M0.01%55,299CommonSHARED
56585A102MPCMARATHON PETE CORP$3.1M0.01%18,576CommonSHARED
064058100BKBANK NEW YORK MELLON CORP$3.1M0.01%33,683CommonSHARED
172967424CCITIGROUP INC$3.1M0.01%36,046CommonSHARED
03990B101ARESARES MANAGEMENT CORPORATION$3.0M0.01%17,583CommonSHARED
V7780T103RCLROYAL CARIBBEAN GROUP$3.0M0.01%9,565CommonSHARED
92206C714VONVVANGUARD SCOTTSDALE FDS$3.0M0.01%34,992CommonSHARED
464287200IVVISHARES TR$3.0M0.01%4,776CommonSHARED
74880P104QIPTQUIPT HOME MEDICAL CORP$3.0M0.01%1,650,000CommonSHARED
043113208ARTNAARTESIAN RES CORP$2.9M0.01%87,406CommonSHARED
98978V103ZTSZOETIS INC$2.9M0.01%18,555CommonSHARED
736508847PORPORTLAND GEN ELEC CO$2.9M0.01%69,683CommonSHARED
718546104PSXPHILLIPS 66$2.8M0.01%23,847CommonSHARED
88642R109TDWTIDEWATER INC NEW$2.8M0.01%60,900CommonSHARED
464287721IYWISHARES TR$2.7M0.01%15,723CommonSHARED
21036P108STZCONSTELLATION BRANDS INC$2.7M0.01%16,443CommonSHARED
87043Q108SGSWEETGREEN INC$2.7M0.01%179,230CommonSHARED
07272M107BCMLBAYCOM CORP$2.6M0.01%94,836CommonSHARED
46434V738IEURISHARES TR$2.6M0.01%39,916CommonSHARED
370334104GISGENERAL MLS INC$2.6M0.01%49,389CommonSHARED
126650100CVSCVS HEALTH CORP$2.5M0.01%36,809CommonSHARED
055645303BRTBRT APARTMENTS CORP$2.5M0.01%158,600CommonSHARED
174610105CFGCITIZENS FINL GROUP INC$2.5M0.01%56,175CommonSHARED
82889N525MTBASIMPLIFY EXCHANGE TRADED FUN$2.5M0.01%50,000CommonSHARED
81369Y506XLESELECT SECTOR SPDR TR$2.5M0.01%29,447CommonSHARED
683344105ONTOONTO INNOVATION INC$2.5M0.01%24,553CommonSHARED
38141G104GSGOLDMAN SACHS GROUP INC$2.5M0.01%3,470CommonSHARED
494368103KMBKIMBERLY-CLARK CORP$2.5M0.01%18,838CommonSHARED
092113109BKHBLACK HILLS CORP$2.4M0.01%43,415CommonSHARED
11276H106BIPCBROOKFIELD INFRASTRUCTURE CO$2.4M0.01%58,426CommonSHARED
74340W103PLDPROLOGIS INC.$2.4M0.01%23,015CommonSHARED
879360105TDYTELEDYNE TECHNOLOGIES INC$2.4M0.01%4,704CommonSHARED
526057302LEN/BLENNAR CORP$2.4M0.01%22,742CommonSHARED
25253X207DMACDIAMEDICA THERAPEUTICS INC$2.4M0.01%606,435CommonSHARED
666762109NRIMNORTHRIM BANCORP INC$2.3M0.01%24,900CommonSHARED
G6700G107NVTNVENT ELECTRIC PLC$2.2M0.01%30,699CommonSHARED
009158106APDAIR PRODS & CHEMS INC$2.2M0.01%7,967CommonSHARED
293712105EFSCENTERPRISE FINL SVCS CORP$2.2M0.01%40,742CommonSHARED
464286681EUSAISHARES INC$2.2M0.01%22,349CommonSHARED
552690109MDUMDU RES GROUP INC$2.2M0.01%131,024CommonSHARED
11285B108BEPCBROOKFIELD RENEWABLE CORP$2.2M0.01%67,093CommonSHARED
025072877AVUVAMERICAN CENTY ETF TR$2.2M0.01%24,055CommonSHARED
92343V104VZVERIZON COMMUNICATIONS INC$2.2M0.01%50,467CommonSHARED
70202L102PSNPARSONS CORP DEL$2.1M0.01%29,560CommonSHARED
75134P501METCBRAMACO RES INC$2.1M0.01%251,702CommonSHARED
46982L108JJACOBS SOLUTIONS INC$2.0M0.01%15,591CommonSHARED
78413P101SMHISEACOR MARINE HLDGS INC$2.0M0.01%392,995CommonSHARED
46435GAA0IBDRISHARES TR$2.0M0.01%81,985CommonSHARED
81369Y407XLYSELECT SECTOR SPDR TR$2.0M0.01%9,135CommonSHARED
164024101CHMGCHEMUNG FINL CORP$2.0M0.01%40,030CommonSHARED
26441C204DUKDUKE ENERGY CORP NEW$1.9M0.01%16,488CommonSHARED
00724F101ADBEADOBE INC$1.9M0.01%4,973CommonSHARED
46434VBD1IBDQISHARES TR$1.9M0.01%75,656CommonSHARED
539830109LMTLOCKHEED MARTIN CORP$1.9M0.01%4,087CommonSHARED
12572Q105CMECME GROUP INC$1.9M0.01%6,797CommonSHARED
624758108MWAMUELLER WTR PRODS INC$1.9M0.01%77,167CommonSHARED
71654V408PBRPETROLEO BRASILEIRO SA PETRO$1.9M0.01%144,509CommonSHARED
00206R102TAT&T INC$1.8M0.01%63,528CommonSHARED
78463X889SPDWSPDR INDEX SHS FDS$1.8M0.01%45,059CommonSHARED
969457100WMBWILLIAMS COS INC$1.8M0.01%28,755CommonSHARED
913259107UTLUNITIL CORP$1.8M0.01%34,620CommonSHARED
81369Y704XLISELECT SECTOR SPDR TR$1.8M0.01%12,035CommonSHARED
81369Y605XLFSELECT SECTOR SPDR TR$1.8M0.00%33,685CommonSHARED
07279B104BAFNBAYFIRST FINANCIAL CORP$1.8M0.00%125,256CommonSOLE
149123101CATCATERPILLAR INC$1.8M0.00%4,511CommonSHARED
125896100CMSCMS ENERGY CORP$1.7M0.00%25,000CommonSHARED
85208R101CEFSPROTT PHYSICAL GOLD & SILVE$1.7M0.00%57,463CommonSHARED
922908736VUGVANGUARD INDEX FDS$1.7M0.00%3,905CommonSHARED
74167B109FRSTPRIMIS FINANCIAL CORP$1.7M0.00%156,901CommonSOLE
921909768VXUSVANGUARD STAR FDS$1.7M0.00%24,439CommonSHARED
036752103ELVELEVANCE HEALTH INC$1.7M0.00%4,327CommonSHARED
94106L109WMWASTE MGMT INC DEL$1.7M0.00%7,343CommonSHARED
85207H104PHYSSPROTT PHYSICAL GOLD TR$1.7M0.00%65,599CommonSHARED
388689101GPKGRAPHIC PACKAGING HLDG CO$1.7M0.00%78,408CommonSHARED
55261F104MTBM & T BK CORP$1.6M0.00%8,320CommonSOLE
69349H107TXNMTXNM ENERGY INC$1.6M0.00%28,464CommonSHARED
934423104WBDWARNER BROS DISCOVERY INC$1.6M0.00%139,549CommonSHARED
37045V100GMGENERAL MTRS CO$1.6M0.00%32,272CommonSHARED
225310101CACCCREDIT ACCEP CORP MICH$1.6M0.00%3,110CommonSHARED
29273V100ETENERGY TRANSFER L P$1.6M0.00%87,087CommonSHARED
110122108BMYBRISTOL-MYERS SQUIBB CO$1.6M0.00%34,086CommonSHARED
46435UAA9IBDSISHARES TR$1.5M0.00%63,225CommonSHARED
020002101ALLALLSTATE CORP$1.5M0.00%7,562CommonSHARED
G02602103DOXAMDOCS LTD$1.5M0.00%16,401CommonSHARED
88160R101TSLATESLA INC$1.5M0.00%4,689CommonSHARED
922907746VTEBVANGUARD MUN BD FDS$1.5M0.00%30,379CommonSHARED
697900108PAASPAN AMERN SILVER CORP$1.5M0.00%52,385CommonSHARED
81369Y308XLPSELECT SECTOR SPDR TR$1.5M0.00%18,345CommonSHARED
25179M103DVNDEVON ENERGY CORP NEW$1.5M0.00%46,528CommonSHARED
09290D101BLKBLACKROCK INC$1.5M0.00%1,404CommonSHARED
071813109BAXBAXTER INTL INC$1.5M0.00%48,053CommonSHARED
552953101MGMMGM RESORTS INTERNATIONAL$1.5M0.00%42,511CommonSHARED
464287630IWNISHARES TR$1.5M0.00%9,208CommonSHARED
25434V799DFICDIMENSIONAL ETF TRUST$1.5M0.00%46,677CommonSHARED
595112103MUMICRON TECHNOLOGY INC$1.4M0.00%11,760CommonSHARED
G3223R108EGEVEREST GROUP LTD$1.4M0.00%4,200CommonSHARED
30212P303EXPEEXPEDIA GROUP INC$1.4M0.00%8,454CommonSHARED
59522J103MAAMID-AMER APT CMNTYS INC$1.4M0.00%9,521CommonSHARED
278865100ECLECOLAB INC$1.4M0.00%5,194CommonSHARED
30052C107EOLSEVOLUS INC$1.4M0.00%150,000CommonSHARED
22052L104CTVACORTEVA INC$1.4M0.00%18,535CommonSHARED
92206C664VTWOVANGUARD SCOTTSDALE FDS$1.4M0.00%15,557CommonSHARED
464287465EFAISHARES TR$1.4M0.00%15,133CommonSHARED
729132100PLXSPLEXUS CORP$1.3M0.00%9,974CommonSHARED
14448C104CARRCARRIER GLOBAL CORPORATION$1.3M0.00%18,375CommonSHARED
16115Q308GTLSCHART INDS INC$1.3M0.00%8,045CommonSHARED
26875P101EOGEOG RES INC$1.3M0.00%11,044CommonSHARED
929160109VMCVULCAN MATLS CO$1.3M0.00%5,046CommonSHARED
446150104HBANHUNTINGTON BANCSHARES INC$1.3M0.00%77,366CommonSHARED
836100107SOUNSOUNDHOUND AI INC$1.3M0.00%121,359CommonSHARED
92206C706VGITVANGUARD SCOTTSDALE FDS$1.3M0.00%21,753CommonSHARED
74460D109PSAPUBLIC STORAGE OPER CO$1.3M0.00%4,405CommonSHARED
668771108GENGEN DIGITAL INC$1.3M0.00%43,864CommonSHARED
902252105TYLTYLER TECHNOLOGIES INC$1.3M0.00%2,119CommonSHARED
004816104ACUACME UTD CORP$1.3M0.00%30,298CommonSHARED
85207K107PSLVSPROTT PHYSICAL SILVER TR$1.3M0.00%102,395CommonSHARED
464288653TLHISHARES TR$1.2M0.00%12,255CommonSHARED
127097103CTRACOTERRA ENERGY INC$1.2M0.00%48,975CommonSHARED
464287598IWDISHARES TR$1.2M0.00%6,374CommonSHARED
464287507IJHISHARES TR$1.2M0.00%19,913CommonSHARED
278642103EBAYEBAY INC.$1.2M0.00%16,516CommonSHARED
04247X102AWIARMSTRONG WORLD INDS INC NEW$1.2M0.00%7,565CommonSHARED
172908105CTASCINTAS CORP$1.2M0.00%5,512CommonSHARED
229899109CFRCULLEN FROST BANKERS INC$1.2M0.00%9,533CommonSHARED
929042109VNOVORNADO RLTY TR$1.2M0.00%31,706CommonSHARED
808524797SCHDSCHWAB STRATEGIC TR$1.2M0.00%45,180CommonSHARED
09581B103OWLBLUE OWL CAPITAL INC$1.2M0.00%61,050CommonSHARED
697435105PANWPALO ALTO NETWORKS INC$1.2M0.00%5,722CommonSHARED
921935607VFMFVANGUARD WELLINGTON FD$1.1M0.00%8,408CommonSHARED
723484101PNWPINNACLE WEST CAP CORP$1.1M0.00%12,519CommonSHARED
90384S303ULTAULTA BEAUTY INC$1.1M0.00%2,393CommonSHARED
H01301128ALCALCON AG$1.1M0.00%12,638CommonSHARED
464286509EWCISHARES INC$1.1M0.00%23,926CommonSHARED
80105N105SNYSANOFI$1.1M0.00%22,724CommonSHARED
701094104PHPARKER-HANNIFIN CORP$1.1M0.00%1,557CommonSHARED
700658107PRKPARK NATL CORP$1.1M0.00%6,498CommonSHARED
82509L107SHOPSHOPIFY INC$1.1M0.00%9,333CommonSHARED
336433107FSLRFIRST SOLAR INC$1.1M0.00%6,461CommonSHARED
46432F842IEFAISHARES TR$1.1M0.00%12,775CommonSHARED
682680103OKEONEOK INC NEW$1.1M0.00%12,925CommonSHARED
146103106CARECARTER BANKSHARES INC$1.0M0.00%60,000CommonSHARED
46432F339QUALISHARES TR$1.0M0.00%5,599CommonSHARED
78648T100SAFTSAFETY INS GROUP INC$1.0M0.00%12,800CommonSHARED
92719V100VMEO*VIMEO INC$1.0M0.00%250,000CommonSHARED
12466Q104CFFIC & F FINL CORP$990,9980.00%15,935CommonSHARED
21037T109CEGCONSTELLATION ENERGY CORP$985,3860.00%3,053CommonSHARED
090572207BIOBIO RAD LABS INC$980,9660.00%4,065CommonSHARED
49446R109KIMKIMCO RLTY CORP$980,1210.00%46,628CommonSHARED
37954Y293MLPXGLOBAL X FDS$975,2400.00%15,564CommonSHARED
871829107SYYSYSCO CORP$967,8060.00%12,778CommonSHARED
06417N103OZKBANK OZK LITTLE ROCK ARK$962,1890.00%20,446CommonSHARED
780087102RYROYAL BK CDA$957,6840.00%7,280CommonSHARED
700885106PKBKPARKE BANCORP INC$940,0550.00%46,149CommonSHARED
81369Y803XLKSELECT SECTOR SPDR TR$929,8650.00%3,672CommonSHARED
320551104DIBS1STDIBS COM INC$928,8760.00%337,773CommonSHARED
922042775VEUVANGUARD INTL EQUITY INDEX F$928,3750.00%13,811CommonSHARED
526057104LENLENNAR CORP$922,3770.00%8,339CommonSHARED
426927109XHCHERITAGE COMM CORP$914,0070.00%92,045CommonSOLE
531229722LLYVK*LIBERTY MEDIA CORP DEL$902,3370.00%11,118CommonSHARED
13646K108CPCANADIAN PACIFIC KANSAS CITY$892,3410.00%11,230CommonSHARED
42809H107HESHESS CORP$883,8850.00%6,380CommonSHARED
780259305SHELSHELL PLC$880,2660.00%12,502CommonSHARED
464285204IAUISHARES GOLD TR$879,2760.00%14,100CommonSHARED
922908538VOTVANGUARD INDEX FDS$870,1140.00%3,055CommonSHARED
253868103DLRDIGITAL RLTY TR INC$869,5580.00%4,988CommonSHARED
666807102NOCNORTHROP GRUMMAN CORP$866,4650.00%1,733CommonSHARED
G0450A105ACGLARCH CAP GROUP LTD$860,9690.00%9,456CommonSHARED
46120E602ISRGINTUITIVE SURGICAL INC$858,0440.00%1,579CommonSHARED
74179A107BPRNPRINCETON BANCORP INC$848,7070.00%27,790CommonSHARED
109696104BCOBRINKS CO$838,1650.00%9,387CommonSHARED
464287614IWFISHARES TR$836,8470.00%1,971CommonSHARED
955306105WSTWEST PHARMACEUTICAL SVSC INC$836,4720.00%3,823CommonSOLE
904767704UNILEVER PLC$819,0660.00%13,390CommonSHARED
875465106SKTTANGER INC$815,7220.00%26,675CommonSHARED
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$815,7040.00%9,690CommonSHARED
759916109RGENREPLIGEN CORP$814,6890.00%6,550CommonSHARED
69478X105LF2PACIFIC PREMIER BANCORP$811,3110.00%38,469CommonSHARED
247361702DALDELTA AIR LINES INC DEL$810,2410.00%16,475CommonSHARED
31428X106FDXFEDEX CORP$809,5820.00%3,539CommonSHARED
655844108NSCNORFOLK SOUTHN CORP$804,7700.00%3,144CommonSHARED
893641100TDGTRANSDIGM GROUP INC$801,3770.00%527CommonSHARED
26614N102DDDUPONT DE NEMOURS INC$796,5720.00%11,614CommonSHARED
174903104CZWICITIZENS CMNTY BANCORP INC M$795,2110.00%57,624CommonSHARED
464287234EEMISHARES TR$787,2770.00%16,320CommonSHARED
464287150ITOTISHARES TR$776,5750.00%5,751CommonSHARED
76134H101RHLDRESOLUTE HLDGS MGMT INC$763,5410.00%23,958CommonSHARED
311900104FASTFASTENAL CO$756,6720.00%18,016CommonSHARED
92189F486FLTRVANECK ETF TRUST$756,5850.00%29,670CommonSHARED
81369Y209XLVSELECT SECTOR SPDR TR$738,7850.00%5,481CommonSHARED
464287168DVYISHARES TR$725,8070.00%5,465CommonSHARED
92206C680VONGVANGUARD SCOTTSDALE FDS$724,1050.00%6,631CommonSHARED
14316J108CGCARLYLE GROUP INC$723,4550.00%14,075CommonSHARED
155123102CETCENTRAL SECS CORP$721,2870.00%15,071CommonSHARED
G9618E107WTMWHITE MTNS INS GROUP LTD$720,0840.00%401CommonSOLE
682406103OLPONE LIBERTY PPTYS INC$714,4470.00%29,389CommonSHARED
921937827BSVVANGUARD BD INDEX FDS$713,3370.00%9,064CommonSHARED
008073108AVAVAEROVIRONMENT INC$712,3750.00%2,500CommonSHARED
92532F100VRTXVERTEX PHARMACEUTICALS INC$705,6420.00%1,585CommonSHARED
04911A107AUBATLANTIC UN BANKSHARES CORP$704,1750.00%22,512CommonSHARED
46429B663HDVISHARES TR$699,2710.00%5,968CommonSHARED
808524706SCHESCHWAB STRATEGIC TR$694,5460.00%23,044CommonSHARED
32106V107FXNCFIRST NATL CORP$691,1850.00%35,500CommonSHARED
055622104BPBP PLC$690,2160.00%23,061CommonSHARED
G96629103WTWWILLIS TOWERS WATSON PLC LTD$688,9280.00%2,241CommonSHARED
209115104EDCONSOLIDATED EDISON INC$685,7920.00%6,834CommonSHARED
78408D105SBFGSB FINL GROUP INC$680,4760.00%35,627CommonSHARED
921946794VYMIVANGUARD WHITEHALL FDS$672,9240.00%8,400CommonSHARED
203937107CWBCCOMMUNITY WEST BANCSHARES NE$670,3250.00%34,358CommonSHARED
45167R104IEXIDEX CORP$663,3030.00%3,778CommonSHARED
37954Y871URAGLOBAL X FDS$655,8110.00%16,898CommonSHARED
67103X102OFGOFG BANCORP$646,5000.00%15,000CommonSHARED
746228303PCYOPURE CYCLE CORP$645,6120.00%60,225CommonSHARED
98956P102ZBHZIMMER BIOMET HOLDINGS INC$644,9970.00%7,053CommonSHARED
553810102MVBFMVB FINL CORP$642,1050.00%28,500CommonSHARED
531229748LLYVA*LIBERTY MEDIA CORP DEL$627,4150.00%7,894CommonSHARED
78137L105RUMRUMBLE INC$626,7770.00%69,797CommonSHARED
922042742VTVANGUARD INTL EQUITY INDEX F$626,0210.00%4,871CommonSHARED
98138H101WDAYWORKDAY INC$612,2400.00%2,551CommonSHARED
925652109VICIVICI PPTYS INC$608,4590.00%18,420CommonSHARED
30040W108ESEVERSOURCE ENERGY$596,8830.00%9,382CommonSHARED
624756102MLIMUELLER INDS INC$596,4220.00%7,505CommonSHARED
20451N101CMPCOMPASS MINERALS INTL INC$592,6550.00%29,500CommonSHARED
125523100CITHE CIGNA GROUP$581,4900.00%1,759CommonSHARED

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.