InvestInfoAI
FIRST MANHATTAN CO. LLC.

Q4 2025 · 13F-HR

FIRST MANHATTAN CO. LLC.holdings as filed

Filed 2026-02-17 · accession 0000728083-26-000002

$38.09B
Reported value
729
Positions
2025-12-31
Period end
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The Brief · FIRST MANHATTAN CO. LLC. · Q4 2025

AI · grounded in 13F

FIRST MANHATTAN CO. LLC. increased its position in BSX by 914.7456%. The fund established a new position in CSL valued at $140.25M and accumulated more shares of CRM by 19.6076%. Conversely, the fund trimmed its holdings in MDLZ by 19.675% and TTWO by 11.5501%.

Holdings as filed

First 500 of 729

CUSIPTickerIssuerValue% port.SharesClassVoting
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$10.63B27.9%14,077CommonSHARED
594918104MSFTMICROSOFT CORP$2.11B5.53%4,358,015CommonSHARED
037833100AAPLAPPLE INC$1.41B3.69%5,173,749CommonSHARED
02079K107GOOGALPHABET INC$1.32B3.45%4,191,392CommonSHARED
48251W104KKRKKR & CO INC$1.10B2.88%8,597,044CommonSHARED
11271J107BNBROOKFIELD CORP$1.09B2.87%23,795,141CommonSHARED
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$932.2M2.45%1,854,555CommonSHARED
053332102AZOAUTOZONE INC$886.2M2.33%261,314CommonSHARED
N07059210ASMLASML HOLDING N V$847.6M2.23%792,284CommonSHARED
68389X105ORCLORACLE CORP$776.2M2.04%3,982,534CommonSHARED
11135F101AVGOBROADCOM INC$765.3M2.01%2,211,185CommonSHARED
79466L302CRMSALESFORCE INC$707.7M1.86%2,667,418CommonSHARED
235851102DHRDANAHER CORPORATION$529.4M1.39%2,309,711CommonSHARED
02079K305GOOGLALPHABET INC$501.6M1.32%1,602,638CommonSHARED
023135106AMZNAMAZON COM INC$492.4M1.29%2,133,145CommonSHARED
038222105AMATAPPLIED MATLS INC$484.5M1.27%1,885,459CommonSHARED
92826C839VVISA INC$455.7M1.20%1,299,451CommonSHARED
91324P102UNHUNITEDHEALTH GROUP INC$446.8M1.17%1,353,402CommonSHARED
883556102TMOTHERMO FISHER SCIENTIFIC INC$445.8M1.17%768,910CommonSHARED
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$431.4M1.13%1,685,067CommonSHARED
67066G104NVDANVIDIA CORPORATION$379.1M1.00%2,032,646CommonSHARED
438516106HONHONEYWELL INTL INC$372.6M0.98%1,909,971CommonSHARED
871607107SNPSSYNOPSYS INC$368.5M0.97%784,551CommonSHARED
548661107LOWLOWES COS INC$361.3M0.95%1,498,010CommonSHARED
514952100LBLANDBRIDGE COMPANY LLC$338.7M0.89%6,861,939CommonSHARED
78409V104SPGIS&P GLOBAL INC$331.8M0.87%634,837CommonSHARED
G54950103LINLINDE PLC$307.6M0.81%721,360CommonSHARED
718172109PMPHILIP MORRIS INTL INC$293.3M0.77%1,814,641CommonSHARED
88262P102TPLTEXAS PACIFIC LAND CORPORATI$291.1M0.76%1,013,363CommonSHARED
922908363VOOVANGUARD INDEX FDS$264.5M0.69%421,733CommonSHARED
49714P108KNSLKINSALE CAP GROUP INC$240.4M0.63%614,647CommonSHARED
H2927K103AMRZAMRIZE LTD$218.3M0.57%4,036,704CommonSHARED
02005N100ALLYALLY FINL INC$212.5M0.56%4,691,207CommonSHARED
67103H107ORLYOREILLY AUTOMOTIVE INC$208.4M0.55%2,284,615CommonSHARED
217204106CPRTCOPART INC$185.3M0.49%4,732,646CommonSHARED
45866F104ICEINTERCONTINENTAL EXCHANGE IN$182.1M0.48%1,124,200CommonSHARED
36828A101GEVGE VERNOVA INC$180.5M0.47%276,244CommonSHARED
101137107BSXBOSTON SCIENTIFIC CORP$179.4M0.47%1,881,937CommonSHARED
025816109AXPAMERICAN EXPRESS CO$177.5M0.47%479,895CommonSHARED
580135101MCDMCDONALDS CORP$172.6M0.45%564,683CommonSHARED
571903202MARMARRIOTT INTL INC NEW$167.6M0.44%540,248CommonSHARED
907818108UNPUNION PAC CORP$166.3M0.44%718,856CommonSHARED
478160104JNJJOHNSON & JOHNSON$142.1M0.37%686,473CommonSHARED
142339100CSLCARLISLE COS INC$140.3M0.37%438,491CommonSHARED
00287Y109ABBVABBVIE INC$138.6M0.36%606,466CommonSHARED
09239B109BLBLACKLINE INC$134.3M0.35%2,428,604CommonSHARED
F58485115LVMHFLVMH MOET HENNESSY LOUIS VUITTON$128.2M0.34%169,272CommonSHARED
30303M102METAMETA PLATFORMS INC$128.0M0.34%193,855CommonSHARED
14040H105COFCAPITAL ONE FINL CORP$127.8M0.34%527,487CommonSHARED
G1151C101ACNACCENTURE PLC IRELAND$127.3M0.33%474,610CommonSHARED
57667L107MTCHMATCH GROUP INC NEW$114.9M0.30%3,557,506CommonSHARED
532457108LLYELI LILLY & CO$113.9M0.30%105,997CommonSHARED
92537N108VRTVERTIV HOLDINGS CO$109.9M0.29%678,179CommonSHARED
458140100INTCINTEL CORP$108.6M0.29%2,943,484CommonSHARED
058498106BALLBALL CORP$107.7M0.28%2,033,012CommonSHARED
66538H211FMCXNORTHERN LTS FD TR IV$104.8M0.28%3,043,333CommonSHARED
04621X108AIZASSURANT INC$99.9M0.26%414,642CommonSHARED
46625H100JPMJPMORGAN CHASE & CO.$96.6M0.25%299,794CommonSHARED
609207105MDLZMONDELEZ INTL INC$95.4M0.25%1,756,740CommonSHARED
87261Y106TMCTMC THE METALS COMPANY INC$94.5M0.25%15,315,924CommonSHARED
817565104SCISERVICE CORP INTL$92.5M0.24%1,186,881CommonSHARED
03073E105CORCENCORA INC$90.1M0.24%266,675CommonSHARED
126402106CSWCSW INDUSTRIALS INC$80.3M0.21%273,420CommonSHARED
46137V357RSPINVESCO EXCHANGE TRADED FD T$72.8M0.19%380,152CommonSHARED
641069406NSRGYNESTLE SA$71.9M0.19%727,782CommonSHARED
191216100KOCOCA COLA CO$71.5M0.19%1,023,302CommonSHARED
G16252101BIPBROOKFIELD INFRAST PARTNERS$65.3M0.17%1,878,459CommonSHARED
H1467J104CBCHUBB LIMITED$63.2M0.17%201,851CommonSHARED
369604301GEGE AEROSPACE$61.1M0.16%198,321CommonSHARED
46266C105IQVIQVIA HLDGS INC$60.6M0.16%268,866CommonSHARED
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$58.6M0.15%288,337CommonSHARED
113004105BAMBROOKFIELD ASSET MANAGMT LTD$58.3M0.15%1,111,922CommonSHARED
92338C103VLTOVERALTO CORP$51.0M0.13%511,016CommonSHARED
73278L105POOLPOOL CORP$49.3M0.13%215,602CommonSHARED
136385101CNQCANADIAN NAT RES LTD$48.0M0.13%1,401,603CommonSHARED
615369105MCOMOODYS CORP$46.4M0.12%90,816CommonSHARED
808513105SCHWSCHWAB CHARLES CORP$46.0M0.12%460,442CommonSHARED
43300A203HLTHILTON WORLDWIDE HLDGS INC$41.8M0.11%145,360CommonSHARED
922908629VOVANGUARD INDEX FDS$40.3M0.11%138,832CommonSHARED
90353T100UBERUBER TECHNOLOGIES INC$39.5M0.10%483,364CommonSHARED
617446448MSMORGAN STANLEY$39.0M0.10%219,622CommonSHARED
57636Q104MAMASTERCARD INCORPORATED$38.4M0.10%67,215CommonSHARED
03027X100AMTAMERICAN TOWER CORP NEW$35.6M0.09%200,674CommonSHARED
949746101WMT2WELLS FARGO CO NEW$34.4M0.09%369,474CommonSHARED
29250N105ENBENBRIDGE INC$33.9M0.09%707,991CommonSHARED
742718109PGPROCTER AND GAMBLE CO$33.2M0.09%231,763CommonSHARED
20030N101CMCSACOMCAST CORP NEW$33.1M0.09%1,108,247CommonSHARED
097023105BABOEING CO$32.8M0.09%151,207CommonSHARED
921908844VIGVANGUARD SPECIALIZED FUNDS$32.4M0.09%147,330CommonSHARED
459200101IBMINTERNATIONAL BUSINESS MACHS$32.2M0.08%108,786CommonSHARED
457187102INGRINGREDION INC$31.7M0.08%287,727CommonSHARED
855244109SBUXSTARBUCKS CORP$30.9M0.08%366,379CommonSHARED
464287523SOXXISHARES TR$30.4M0.08%101,086CommonSHARED
82846H405QXOQXO INC$30.4M0.08%1,578,055CommonSHARED
031162100AMGNAMGEN INC$30.4M0.08%92,933CommonSHARED
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$28.9M0.08%342,934CommonSHARED
464287200IVVISHARES TR$27.6M0.07%40,230CommonSHARED
833034101SNASNAP ON INC$26.8M0.07%77,744CommonSHARED
921946406VYMVANGUARD WHITEHALL FDS$26.1M0.07%182,198CommonSHARED
92204A504VHTVANGUARD WORLD FD$25.4M0.07%88,119CommonSHARED
25243Q205DEODIAGEO PLC$25.2M0.07%292,125CommonSHARED
384109104GGGGRACO INC$25.0M0.07%305,075CommonSHARED
Y62132108NVGSNAVIGATOR HLDGS LTD$24.8M0.07%1,430,009CommonSHARED
78462F103SPYSPDR S&P 500 ETF TR$24.7M0.06%36,119CommonSHARED
654106103NKENIKE INC$24.2M0.06%376,851CommonSHARED
254687106DISDISNEY WALT CO$24.1M0.06%210,175CommonSHARED
863667101SYKSTRYKER CORPORATION$23.4M0.06%66,412CommonSHARED
65339F101NEENEXTERA ENERGY INC$22.9M0.06%285,170CommonSHARED
09260D107BXBLACKSTONE INC$22.3M0.06%144,823CommonSHARED
03524A108BUDANHEUSER BUSCH INBEV SA/NV$22.1M0.06%345,265CommonSHARED
573284106MLMMARTIN MARIETTA MATLS INC$21.9M0.06%35,105CommonSHARED
032095101APHAMPHENOL CORP NEW$21.8M0.06%160,917CommonSHARED
44267T102HHHHOWARD HUGHES HOLDINGS INC$21.7M0.06%271,791CommonSHARED
30231G102XOMEXXON MOBIL CORP$21.4M0.06%178,099CommonSHARED
922908751VBVANGUARD INDEX FDS$21.3M0.06%82,749CommonSHARED
101121101BXPBXP INC$21.2M0.06%311,319CommonSHARED
902973304USBUS BANCORP DEL$20.2M0.05%374,765CommonSHARED
437076102HDHOME DEPOT INC$20.1M0.05%58,301CommonSHARED
030420103AWKAMERICAN WTR WKS CO INC NEW$19.0M0.05%145,808CommonSHARED
87612E106TGTTARGET CORP$19.0M0.05%193,973CommonSHARED
540424108LLOEWS CORP$18.8M0.05%178,342CommonSHARED
007903107AMDADVANCED MICRO DEVICES INC$18.5M0.05%86,451CommonSHARED
713448108PEPPEPSICO INC$18.2M0.05%125,874CommonSHARED
78463V107GLDSPDR GOLD TR$17.8M0.05%44,934CommonSHARED
22160K105COSTCOSTCO WHSL CORP NEW$17.7M0.05%20,491CommonSHARED
25960P109DEIDOUGLAS EMMETT INC$17.0M0.04%1,519,447CommonSHARED
060505104BACBANK AMERICA CORP$16.7M0.04%304,454CommonSHARED
58933Y105MRKMERCK & CO INC$16.6M0.04%156,577CommonSHARED
G0692U109AXSAXIS CAP HLDGS LTD$16.5M0.04%153,810CommonSHARED
921943858VEAVANGUARD TAX-MANAGED FDS$16.5M0.04%264,747CommonSHARED
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$16.2M0.04%53,061CommonSHARED
940923105WBIWATERBRIDGE INFRASTRUCTURE L$16.1M0.04%803,720CommonSHARED
201723103CMCCOMMERCIAL METALS CO$15.8M0.04%228,048CommonSHARED
931142103WMTWALMART INC$15.6M0.04%140,048CommonSHARED
053015103ADPAUTOMATIC DATA PROCESSING IN$15.5M0.04%59,850CommonSHARED
002824100ABTABBOTT LABS$15.4M0.04%122,548CommonSHARED
75281A109RRCRANGE RES CORP$14.2M0.04%402,557CommonSHARED
20825C104COPCONOCOPHILLIPS$13.7M0.04%146,520CommonSHARED
124830878CBLCBL & ASSOC PPTYS INC$13.6M0.04%367,879CommonSHARED
570535104MKLMARKEL GROUP INC$13.5M0.04%6,267CommonSHARED
40412C101HCAHCA HEALTHCARE INC$13.4M0.04%28,783CommonSHARED
749685103RPMRPM INTL INC$13.4M0.04%128,401CommonSHARED
228368106CCKCROWN HLDGS INC$13.3M0.03%129,316CommonSHARED
50155Q100KDKYNDRYL HLDGS INC$13.2M0.03%496,726CommonSHARED
G39108108GTESGATES INDL CORP PLC$13.1M0.03%612,175CommonSHARED
022671101AMALAMALGAMATED FINANCIAL CORP$13.0M0.03%407,025CommonSHARED
75513E101RTXRTX CORPORATION$13.0M0.03%70,779CommonSHARED
512807306LRCXLAM RESEARCH CORP$13.0M0.03%75,673CommonSHARED
293792107EPDENTERPRISE PRODS PARTNERS L$12.9M0.03%403,069CommonSHARED
16119P108CHTRCHARTER COMMUNICATIONS INC N$12.6M0.03%60,403CommonSHARED
76131D103QSRRESTAURANT BRANDS INTL INC$12.6M0.03%182,326CommonSHARED
651639106NEMNEWMONT CORP$12.3M0.03%123,342CommonSHARED
896215209TRSTRIMAS CORP$12.1M0.03%342,070CommonSHARED
47233W109JEFJEFFERIES FINL GROUP INC$12.0M0.03%193,639CommonSHARED
67077M108NTRNUTRIEN LTD$11.9M0.03%190,576CommonSHARED
921932778VIOVVANGUARD ADMIRAL FDS INC$11.7M0.03%120,055CommonSHARED
46432F842IEFAISHARES TR$11.7M0.03%130,366CommonSHARED
502441306LVMUYLVMH MOET HENNESSY LOUIS VUITTON SA UNPSPONSORED ADR$11.4M0.03%75,411CommonSHARED
89417E109TRVTRAVELERS COMPANIES INC$11.3M0.03%38,790CommonSHARED
392709101GRBKGREEN BRICK PARTNERS INC$10.9M0.03%173,883CommonSHARED
171779309CIENCIENA CORP$10.8M0.03%46,141CommonSHARED
N00985106AERAERCAP HOLDINGS NV$10.7M0.03%74,522CommonSHARED
17275R102CSCOCISCO SYS INC$10.5M0.03%136,534CommonSHARED
96812F102BAERBRIDGER AEROSPACE GRP HLDGS$10.1M0.03%5,513,555CommonSHARED
922042858VWOVANGUARD INTL EQUITY INDEX F$10.1M0.03%187,657CommonSHARED
375558103GILDGILEAD SCIENCES INC$10.1M0.03%82,165CommonSHARED
89346D107TACTRANSALTA CORP$10.1M0.03%793,222CommonSHARED
63001N106NATLNCR ATLEOS CORPORATION$10.0M0.03%261,675CommonSHARED
693475105PNCPNC FINL SVCS GROUP INC$9.9M0.03%47,530CommonSHARED
747525103QCOMQUALCOMM INC$9.9M0.03%57,767CommonSHARED
620076307MSIMOTOROLA SOLUTIONS INC$9.7M0.03%25,199CommonSHARED
00846U101AAGILENT TECHNOLOGIES INC$9.7M0.03%71,055CommonSHARED
G23773107CWCOCONSOLIDATED WATER CO INC$9.4M0.02%267,522CommonSHARED
446150104HBANHUNTINGTON BANCSHARES INC$9.3M0.02%528,859CommonSHARED
553498106MSAMSA SAFETY INC$9.2M0.02%57,425CommonSHARED
G0403H108AONAON PLC$9.0M0.02%25,456CommonSHARED
665859104NTRSNORTHERN TR CORP$8.9M0.02%64,986CommonSHARED
949746804WFC 7.5 PERP LWELLS FARGO CO NEW$8.9M0.02%7,365CommonSHARED
806407102HSICHENRY SCHEIN INC$8.9M0.02%117,726CommonSHARED
172967424CCITIGROUP INC$8.8M0.02%75,811CommonSHARED
816851109SRESEMPRA$8.8M0.02%99,376CommonSHARED
00090Q103ADTADT INC DEL$8.7M0.02%1,076,725CommonSHARED
988498101YUMYUM BRANDS INC$8.7M0.02%57,259CommonSHARED
291011104EMREMERSON ELEC CO$8.4M0.02%63,132CommonSHARED
G29183103ETNEATON CORP PLC$8.3M0.02%26,076CommonSHARED
34959J108FTVFORTIVE CORP$8.2M0.02%148,905CommonSHARED
03076C106AMPAMERIPRISE FINL INC$8.1M0.02%16,585CommonSHARED
03769M106APOAPOLLO GLOBAL MGMT INC$8.1M0.02%56,102CommonSHARED
87724P106TMHCTAYLOR MORRISON HOME CORP$8.1M0.02%136,880CommonSHARED
166764100CVXCHEVRON CORP NEW$8.0M0.02%52,582CommonSHARED
631103108NDAQNASDAQ INC$7.9M0.02%81,118CommonSHARED
90139K100QLTYGMO ETF TRUST$7.7M0.02%200,937CommonSHARED
58958P104MRBKMERIDIAN CORPORATION$7.7M0.02%437,696CommonSHARED
G16258108BEPBROOKFIELD RENEWABLE PARTNER$7.6M0.02%280,433CommonSHARED
78467V608SRLNSSGA ACTIVE ETF TR$7.4M0.02%180,074CommonSHARED
596680108MSEXMIDDLESEX WTR CO$7.4M0.02%147,228CommonSHARED
46138G508BKLNINVESCO EXCH TRADED FD TR II$7.3M0.02%350,000CommonSHARED
66537J788FMCENORTHERN LTS FD TR IV$7.3M0.02%279,716CommonSHARED
603158106MTXMINERALS TECHNOLOGIES INC$7.3M0.02%120,515CommonSHARED
718546104PSXPHILLIPS 66$7.2M0.02%55,494CommonSHARED
872540109TJXTJX COS INC NEW$7.2M0.02%46,551CommonSHARED
124805102CBZCBIZ INC$7.0M0.02%138,220CommonSHARED
71424F105PRPERMIAN RESOURCES CORP$6.9M0.02%489,755CommonSHARED
V7780T103RCLROYAL CARIBBEAN GROUP$6.7M0.02%24,090CommonSHARED
882508104TXNTEXAS INSTRS INC$6.7M0.02%38,489CommonSHARED
194162103CLCOLGATE PALMOLIVE CO$6.6M0.02%83,079CommonSHARED
036752103ELVELEVANCE HEALTH INC FORMERLY$6.4M0.02%18,317CommonSHARED
922908611VBRVANGUARD INDEX FDS$6.4M0.02%30,104CommonSHARED
66987V109NVSNOVARTIS AG$6.3M0.02%45,906CommonSHARED
922042866VPLVANGUARD INTL EQUITY INDEX F$6.2M0.02%68,057CommonSHARED
011532108AGIALAMOS GOLD INC NEW$6.1M0.02%158,476CommonSHARED
023608102AEEAMEREN CORP$6.0M0.02%60,047CommonSHARED
922908769VTIVANGUARD INDEX FDS$5.9M0.02%17,560CommonSHARED
65473P105NINISOURCE INC$5.8M0.02%138,864CommonSHARED
126408103CSXCSX CORP$5.8M0.02%159,393CommonSHARED
363576109AJGGALLAGHER ARTHUR J & CO$5.7M0.02%22,087CommonSHARED
98311A105WHWYNDHAM HOTELS & RESORTS INC$5.7M0.01%75,521CommonSHARED
30034W106EVRGEVERGY INC$5.7M0.01%77,983CommonSHARED
571748102MRSHMARSH & MCLENNAN COS INC$5.6M0.01%30,282CommonSHARED
46090E103QQQINVESCO QQQ TR$5.6M0.01%9,100CommonSHARED
668074305NWENORTHWESTERN ENERGY GROUP IN$5.5M0.01%85,765CommonSHARED
969457100WMBWILLIAMS COS INC$5.5M0.01%91,624CommonSHARED
451107106IDAIDACORP INC$5.5M0.01%43,325CommonSHARED
29667J101ESQESQUIRE FINL HLDGS INC$5.4M0.01%53,085CommonSHARED
92206C730VONEVANGUARD SCOTTSDALE FDS$5.4M0.01%17,391CommonSHARED
20459V105GPGICOMPOSECURE INC$5.3M0.01%276,447CommonSHARED
482480100KLACKLA CORP$5.3M0.01%4,386CommonSHARED
911312106UPSUNITED PARCEL SERVICE INC$5.2M0.01%52,280CommonSHARED
37959E102GLGLOBE LIFE INC$5.2M0.01%36,825CommonSHARED
G21810109CLVTCLARIVATE PLC$5.1M0.01%1,534,325CommonSHARED
81762P102NOWSERVICENOW INC$5.1M0.01%33,415CommonSHARED
872590104TMUST-MOBILE US INC$5.1M0.01%25,197CommonSHARED
29670G102WTRGESSENTIAL UTILS INC$5.0M0.01%130,006CommonSHARED
110122108BMYBRISTOL-MYERS SQUIBB CO$4.8M0.01%89,465CommonSHARED
530307305LBRDKLIBERTY BROADBAND CORP$4.8M0.01%99,121CommonSHARED
02209S103MOALTRIA GROUP INC$4.8M0.01%81,454CommonSHARED
58155Q103MCKMCKESSON CORP$4.7M0.01%5,771CommonSHARED
032654105ADIANALOG DEVICES INC$4.7M0.01%17,457CommonSHARED
717081103PFEPFIZER INC$4.7M0.01%189,861CommonSHARED
76134H101RHLDRESOLUTE HLDGS MGMT INC$4.7M0.01%22,840CommonSHARED
778296103ROSTROSS STORES INC$4.7M0.01%25,989CommonSHARED
12520L109CFBKCF BANKSHARES INC$4.7M0.01%187,022CommonSOLE
244199105DEDEERE & CO$4.6M0.01%9,872CommonSHARED
758849103REGREGENCY CTRS CORP$4.6M0.01%65,707CommonSHARED
829933100SIRISIRIUSXM HOLDINGS INC$4.6M0.01%229,320CommonSHARED
88579Y101MMM3M CO$4.6M0.01%28,503CommonSHARED
140501107CSWCCAPITAL SOUTHWEST CORP$4.6M0.01%206,002CommonSHARED
922908744VTVVANGUARD INDEX FDS$4.5M0.01%23,308CommonSHARED
165303108CPKCHESAPEAKE UTILS CORP$4.4M0.01%35,470CommonSHARED
784305104HTOH2O AMERICA$4.2M0.01%85,761CommonSHARED
92206C870VCITVANGUARD SCOTTSDALE FDS$4.2M0.01%49,755CommonSHARED
101044105BOCBOSTON OMAHA CORP$4.1M0.01%333,967CommonSHARED
143130102KMXCARMAX INC$4.1M0.01%106,467CommonSHARED
98419M100XYLXYLEM INC$4.1M0.01%30,161CommonSHARED
922042874VGKVANGUARD INTL EQUITY INDEX F$4.0M0.01%48,056CommonSHARED
934423104WBDWARNER BROS DISCOVERY INC$4.0M0.01%139,241CommonSHARED
464287804IJRISHARES TR$3.9M0.01%32,849CommonSHARED
452308109ITWILLINOIS TOOL WKS INC$3.9M0.01%15,878CommonSHARED
498894104KNFKNIFE RIVER CORP$3.9M0.01%55,909CommonSHARED
129500104CALCALERES INC$3.9M0.01%319,074CommonSHARED
512816109LAMRLAMAR ADVERTISING CO NEW$3.9M0.01%30,746CommonSHARED
745867101PHMPULTE GROUP INC$3.9M0.01%32,980CommonSHARED
629337106NNBRNN INC$3.8M0.01%3,003,800CommonSHARED
56064Y100MNSBMAINSTREET BANCSHARES INC$3.8M0.01%188,108CommonSOLE
464287226AGGISHARES TR$3.8M0.01%37,965CommonSHARED
76122Q105RGPRESOURCES CONNECTION INC$3.8M0.01%750,950CommonSHARED
683344105ONTOONTO INNOVATION INC$3.6M0.01%23,018CommonSHARED
87043Q108SGSWEETGREEN INC$3.6M0.01%532,630CommonSHARED
806857108SLBSLB LIMITED$3.6M0.01%92,319CommonSHARED
70451X104PAYOPAYONEER GLOBAL INC$3.5M0.01%617,574CommonSHARED
053774105CARAVIS BUDGET GROUP$3.5M0.01%27,024CommonSHARED
09857L108BKNGBOOKING HOLDINGS INC$3.4M0.01%643CommonSHARED
46434G103IEMGISHARES INC$3.4M0.01%51,017CommonSHARED
461202103INTUINTUIT$3.4M0.01%5,161CommonSHARED
579780206MKCMCCORMICK & CO INC$3.4M0.01%49,365CommonSHARED
670837103OGEOGE ENERGY CORP$3.3M0.01%78,429CommonSHARED
133131102CPTCAMDEN PPTY TR$3.3M0.01%29,700CommonSHARED
169656105CMGCHIPOTLE MEXICAN GRILL INC$3.3M0.01%88,903CommonSHARED
92206C714VONVVANGUARD SCOTTSDALE FDS$3.3M0.01%35,488CommonSHARED
94106L109WMWASTE MGMT INC DEL$3.3M0.01%14,869CommonSHARED
531229755FWONKLIBERTY MEDIA CORP DEL$3.3M0.01%33,140CommonSHARED
25253X207DMACDIAMEDICA THERAPEUTICS INC$3.2M0.01%405,000CommonSHARED
68902V107OTISOTIS WORLDWIDE CORP$3.2M0.01%36,711CommonSHARED
316773100FITBFIFTH THIRD BANCORP$3.2M0.01%67,884CommonSHARED
464287721IYWISHARES TR$3.2M0.01%15,916CommonSHARED
736508847PORPORTLAND GEN ELEC CO$3.1M0.01%64,783CommonSHARED
743315103PGRPROGRESSIVE CORP$3.1M0.01%13,566CommonSOLE
689648103OTTROTTER TAIL CORP$3.1M0.01%38,210CommonSHARED
88642R109TDWTIDEWATER INC NEW$3.1M0.01%60,900CommonSHARED
64110L106NFLXNETFLIX INC$3.0M0.01%32,432CommonSHARED
56585A102MPCMARATHON PETE CORP$3.0M0.01%18,576CommonSHARED
595112103MUMICRON TECHNOLOGY INC$3.0M0.01%10,425CommonSHARED
71535D106PSNLPERSONALIS INC$3.0M0.01%373,822CommonSHARED
092113109BKHBLACK HILLS CORP$3.0M0.01%42,752CommonSHARED
46434V738IEURISHARES TR$3.0M0.01%41,614CommonSHARED
74340W103PLDPROLOGIS INC.$2.9M0.01%23,034CommonSHARED
941848103WATWATERS CORP$2.9M0.01%7,729CommonSHARED
70202L102PSNPARSONS CORP DEL$2.9M0.01%47,155CommonSHARED
64031N108NNINELNET INC$2.9M0.01%21,763CommonSHARED
03990B101ARESARES MANAGEMENT CORPORATION$2.9M0.01%17,634CommonSHARED
064058100BKBANK NEW YORK MELLON CORP$2.8M0.01%24,524CommonSHARED
07272M107BCMLBAYCOM CORP$2.8M0.01%94,836CommonSHARED
85208R101CEFSPROTT ASSET MANAGEMENT LP$2.8M0.01%61,419CommonSHARED
126650100CVSCVS HEALTH CORP$2.8M0.01%34,814CommonSHARED
025072877AVUVAMERICAN CENTY ETF TR$2.7M0.01%26,855CommonSHARED
043113208ARTNAARTESIAN RES CORP$2.7M0.01%86,282CommonSHARED
174610105CFGCITIZENS FINL GROUP INC$2.7M0.01%46,204CommonSHARED
37045V100GMGENERAL MTRS CO$2.7M0.01%32,683CommonSHARED
149123101CATCATERPILLAR INC$2.6M0.01%4,585CommonSHARED
697900108PAASPAN AMERN SILVER CORP$2.6M0.01%50,662CommonSHARED
464286681EUSAISHARES INC$2.6M0.01%25,162CommonSHARED
46435GAA0IBDRISHARES TR$2.6M0.01%106,889CommonSHARED
222070203COTYCOTY INC$2.6M0.01%829,375CommonSHARED
879360105TDYTELEDYNE TECHNOLOGIES INC$2.6M0.01%4,993CommonSHARED
82889N525MTBASIMPLIFY EXCHANGE TRADED FUN$2.5M0.01%50,000CommonSHARED
531229771FWONALIBERTY MEDIA CORP DEL$2.5M0.01%28,153CommonSHARED
666762109NRIMNORTHRIM BANCORP INC$2.5M0.01%94,268CommonSHARED
78463X889SPDWSPDR INDEX SHS FDS$2.4M0.01%55,118CommonSHARED
552690109MDUMDU RES GROUP INC$2.4M0.01%124,493CommonSHARED
85207K107PSLVSPROTT ASSET MANAGEMENT LP$2.4M0.01%102,395CommonSHARED
30212P303EXPEEXPEDIA GROUP INC$2.4M0.01%8,371CommonSHARED
055645303BRTBRT APARTMENTS CORP$2.4M0.01%157,950CommonSHARED
026874784AIGAMERICAN INTL GROUP INC$2.3M0.01%27,351CommonSHARED
74167B109FRSTPRIMIS FINANCIAL CORP$2.3M0.01%166,901CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$2.3M0.01%2,628CommonSHARED
78413P101SMHISEACOR MARINE HLDGS INC$2.3M0.01%378,745CommonSHARED
116794108BRKRBRUKER CORP$2.3M0.01%48,023CommonSHARED
70450Y103PYPLPAYPAL HLDGS INC$2.2M0.01%38,504CommonSHARED
921909768VXUSVANGUARD STAR FDS$2.2M0.01%29,663CommonSHARED
46435UAA9IBDSISHARES TR$2.2M0.01%91,369CommonSHARED
85207H104PHYSSPROTT ASSET MANAGEMENT LP$2.2M0.01%65,599CommonSHARED
159864107CRLCHARLES RIV LABS INTL INC$2.2M0.01%10,837CommonSHARED
46982L108JJACOBS SOLUTIONS INC$2.1M0.01%15,825CommonSHARED
293712105EFSCENTERPRISE FINL SVCS CORP$2.1M0.01%38,785CommonSHARED
88160R101TSLATESLA INC$2.1M0.01%4,600CommonSHARED
526057302LEN/BLENNAR CORP$2.1M0.01%21,717CommonSHARED
71654V408PBRPETROLEO BRASILEIRO SA PETRO$2.1M0.01%168,618CommonSHARED
750940108RALRALLIANT CORP$2.1M0.01%40,313CommonSHARED
670346105NUENUCOR CORP$2.0M0.01%12,410CommonSHARED
320551104DIBS1STDIBS COM INC$2.0M0.01%337,773CommonSHARED
164024101CHMGCHEMUNG FINL CORP$2.0M0.01%36,030CommonSHARED
98978V103ZTSZOETIS INC$2.0M0.01%15,784CommonSHARED
81369Y704XLISELECT SECTOR SPDR TR$2.0M0.01%12,612CommonSHARED
82509L107SHOPSHOPIFY INC$1.9M0.01%12,093CommonSHARED
370334104GISGENERAL MLS INC$1.9M0.01%41,381CommonSHARED
336433107FSLRFIRST SOLAR INC$1.9M0.01%7,305CommonSHARED
26875P101EOGEOG RES INC$1.9M0.00%17,992CommonSHARED
12572Q105CMECME GROUP INC$1.9M0.00%6,909CommonSHARED
494368103KMBKIMBERLY-CLARK CORP$1.9M0.00%18,446CommonSHARED
464287630IWNISHARES TR$1.9M0.00%10,314CommonSHARED
530307107LBRDALIBERTY BROADBAND CORP$1.8M0.00%38,163CommonSHARED
25179M103DVNDEVON ENERGY CORP NEW$1.8M0.00%50,250CommonSHARED
68404L201OPCHOPTION CARE HEALTH INC$1.8M0.00%57,560CommonSHARED
922908736VUGVANGUARD INDEX FDS$1.8M0.00%3,741CommonSHARED
19058X207COSOCOASTALSOUTH BANCSHARES INC$1.8M0.00%77,638CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$1.8M0.00%12,810CommonSHARED
92343V104VZVERIZON COMMUNICATIONS INC$1.8M0.00%43,083CommonSHARED
81369Y506XLESELECT SECTOR SPDR TR$1.8M0.00%39,168CommonSHARED
624758108MWAMUELLER WTR PRODS INC$1.7M0.00%73,167CommonSHARED
83443Q103SOLSSOLSTICE ADVANCED MATLS INC$1.7M0.00%35,731CommonSHARED
464285204IAUISHARES GOLD TR$1.7M0.00%20,966CommonSHARED
69349H107TXNMTXNM ENERGY INC$1.7M0.00%28,464CommonSHARED
464287598IWDISHARES TR$1.7M0.00%7,954CommonSHARED
29273V100ETENERGY TRANSFER L P$1.7M0.00%101,154CommonSHARED
553530106MSMMSC INDL DIRECT INC$1.7M0.00%19,771CommonSHARED
125896100CMSCMS ENERGY CORP$1.7M0.00%23,624CommonSHARED
11285B108BEPCBROOKFIELD RENEWABLE CORP$1.6M0.00%43,030CommonSHARED
464287440IEFISHARES TR$1.6M0.00%17,026CommonSHARED
539830109LMTLOCKHEED MARTIN CORP$1.6M0.00%3,378CommonSHARED
859241101STRLSTERLING INFRASTRUCTURE INC$1.6M0.00%5,277CommonSHARED
25434V799DFICDIMENSIONAL ETF TRUST$1.6M0.00%46,677CommonSHARED
464287465EFAISHARES TR$1.6M0.00%16,341CommonSHARED
913259107UTLUNITIL CORP$1.6M0.00%32,178CommonSHARED
26441C204DUKDUKE ENERGY CORP NEW$1.6M0.00%13,295CommonSHARED
464287507IJHISHARES TR$1.5M0.00%23,426CommonSHARED
00206R102TAT&T INC$1.5M0.00%61,352CommonSHARED
020002101ALLALLSTATE CORP$1.5M0.00%7,274CommonSHARED
74179A107BPRNPRINCETON BANCORP INC$1.5M0.00%42,990CommonSHARED
464287614IWFISHARES TR$1.5M0.00%3,136CommonSHARED
45168D104IDXXIDEXX LABS INC$1.5M0.00%2,171CommonSHARED
729132100PLXSPLEXUS CORP$1.5M0.00%9,974CommonSHARED
921937835BNDVANGUARD BD INDEX FDS$1.5M0.00%19,756CommonSHARED
81369Y407XLYSELECT SECTOR SPDR TR$1.4M0.00%12,090CommonSHARED
701094104PHPARKER-HANNIFIN CORP$1.4M0.00%1,640CommonSHARED
90384S303ULTAULTA BEAUTY INC$1.4M0.00%2,370CommonSHARED
G3223R108EGEVEREST GROUP LTD$1.4M0.00%4,200CommonSHARED
G02602103DOXAMDOCS LTD$1.4M0.00%17,536CommonSHARED
09290D101BLKBLACKROCK INC$1.4M0.00%1,315CommonSHARED
225310101CACCCREDIT ACCEP CORP MICH$1.4M0.00%3,173CommonSHARED
929160109VMCVULCAN MATLS CO$1.4M0.00%4,932CommonSHARED
46120E602ISRGINTUITIVE SURGICAL INC$1.4M0.00%2,463CommonSHARED
00724F101ADBEADOBE INC$1.4M0.00%3,942CommonSHARED
26154D100DFHDREAM FINDERS HOMES INC$1.4M0.00%80,225CommonSHARED
16115Q308GTLSCHART INDS INC$1.4M0.00%6,570CommonSHARED
615394202MOG/AMOOG INC$1.3M0.00%5,530CommonSHARED
92206C664VTWOVANGUARD SCOTTSDALE FDS$1.3M0.00%13,207CommonSHARED
881624209TEVATEVA PHARMACEUTICAL INDS LTD$1.3M0.00%41,675CommonSHARED
127097103CTRACOTERRA ENERGY INC$1.3M0.00%48,975CommonSHARED
11276H106BIPCBROOKFIELD INFRASTRUCTURE CO$1.3M0.00%28,013CommonSHARED
921935607VFMFVANGUARD WELLINGTON FD$1.3M0.00%8,408CommonSHARED
780087102RYROYAL BK CDA$1.3M0.00%7,363CommonSHARED
74460D109PSAPUBLIC STORAGE OPER CO$1.2M0.00%4,744CommonSHARED
836100107SOUNSOUNDHOUND AI INC$1.2M0.00%121,359CommonSHARED
83085C107SKYHSKY HARBOUR GROUP CORPORATIO$1.2M0.00%134,151CommonSHARED
229899109CFRCULLEN FROST BANKERS INC$1.2M0.00%9,473CommonSHARED
452327109ILMNILLUMINA INC$1.2M0.00%9,058CommonSHARED
92206C409VCSHVANGUARD SCOTTSDALE FDS$1.2M0.00%14,879CommonSHARED
81369Y803XLKSELECT SECTOR SPDR TR$1.2M0.00%8,218CommonSHARED
278865100ECLECOLAB INC$1.2M0.00%4,483CommonSHARED
146103106CARECARTER BANKSHARES INC$1.2M0.00%60,000CommonSHARED
004816104ACUACME UTD CORP$1.2M0.00%29,205CommonSHARED
697435105PANWPALO ALTO NETWORKS INC$1.2M0.00%6,367CommonSHARED
12466Q104CFFIC & F FINL CORP$1.2M0.00%15,935CommonSHARED
74164F103PRIMPRIMORIS SVCS CORP$1.2M0.00%9,300CommonSHARED
700885106PKBKPARKE BANCORP INC$1.1M0.00%45,271CommonSHARED
81369Y605XLFSELECT SECTOR SPDR TR$1.1M0.00%20,306CommonSHARED
723484101PNWPINNACLE WEST CAP CORP$1.1M0.00%12,519CommonSHARED
808524797SCHDSCHWAB STRATEGIC TR$1.1M0.00%40,431CommonSHARED
426927109XHCHERITAGE COMM CORP$1.1M0.00%92,045CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$1.1M0.00%3,127CommonSHARED
04247X102AWIARMSTRONG WORLD INDS INC NEW$1.1M0.00%5,740CommonSHARED
109696104BCOBRINKS CO$1.1M0.00%9,387CommonSHARED
22052L104CTVACORTEVA INC$1.1M0.00%16,136CommonSHARED
759916109RGENREPLIGEN CORP$1.1M0.00%6,550CommonSHARED
464286509EWCISHARES INC$1.1M0.00%19,807CommonSHARED
37954Y293MLPXGLOBAL X FDS$1.1M0.00%17,539CommonSHARED
237194105DRIDARDEN RESTAURANTS INC$1.1M0.00%5,774CommonSHARED
922907746VTEBVANGUARD MUN BD FDS$1.1M0.00%21,027CommonSHARED
172908105CTASCINTAS CORP$1.1M0.00%5,604CommonSHARED
929042109VNOVORNADO RLTY TR$1.1M0.00%31,660CommonSHARED
682680103OKEONEOK INC NEW$1.1M0.00%14,324CommonSHARED
009158106APDAIR PRODS & CHEMS INC$1.0M0.00%4,248CommonSHARED
893641100TDGTRANSDIGM GROUP INC$1.0M0.00%785CommonSHARED
666807102NOCNORTHROP GRUMMAN CORP$1.0M0.00%1,829CommonSHARED
209115104EDCONSOLIDATED EDISON INC$1.0M0.00%10,422CommonSHARED
174903104CZWICITIZENS CMNTY BANCORP INC M$1.0M0.00%57,624CommonSHARED
278642103EBAYEBAY INC.$1.0M0.00%11,770CommonSHARED
922042775VEUVANGUARD INTL EQUITY INDEX F$1.0M0.00%13,885CommonSHARED
H01301128ALCALCON AG$1.0M0.00%12,712CommonSHARED
07279B104BAFNBAYFIRST FINANCIAL CORP$1.0M0.00%127,926CommonSOLE
78648T100SAFTSAFETY INS GROUP INC$997,2480.00%12,800CommonSHARED
09581B103OWLBLUE OWL CAPITAL INC$986,7870.00%66,050CommonSHARED
700658107PRKPARK NATL CORP$973,6480.00%6,398CommonSHARED
13646K108CPCANADIAN PACIFIC KANSAS CITY$968,2680.00%13,104CommonSHARED
29605J106ESABESAB CORPORATION$964,7830.00%8,628CommonSHARED
247361702DALDELTA AIR LINES INC DEL$958,9000.00%13,817CommonSHARED
46432F339QUALISHARES TR$957,5470.00%4,821CommonSHARED
06417N103OZKBANK OZK LITTLE ROCK ARK$939,7740.00%20,421CommonSHARED
92532F100VRTXVERTEX PHARMACEUTICALS INC$933,4680.00%2,059CommonSHARED
668771108GENGEN DIGITAL INC$920,7620.00%33,864CommonSHARED
14448C104CARRCARRIER GLOBAL CORPORATION$919,6800.00%17,405CommonSHARED
G0450A105ACGLARCH CAP GROUP LTD$910,2810.00%9,490CommonSHARED
530909308LLYVKLIBERTY LIVE HOLDINGS INC$903,0340.00%10,859CommonSHARED
071813109BAXBAXTER INTL INC$900,8660.00%47,117CommonSHARED
920253101VMIVALMONT INDS INC$896,7710.00%2,229CommonSHARED
32106V107FXNCFIRST NATL CORP$896,0200.00%35,500CommonSHARED
53947R105LOARLOAR HOLDINGS INC$891,1400.00%13,105CommonSHARED
464287234EEMISHARES TR$890,5690.00%16,278CommonSHARED
875465106SKTTANGER INC$890,1450.00%26,675CommonSHARED
922908538VOTVANGUARD INDEX FDS$867,5670.00%3,108CommonSHARED
31428X106FDXFEDEX CORP$845,7100.00%2,914CommonSHARED
92189F106GDXVANECK ETF TRUST$836,2580.00%9,750CommonSHARED
464288653TLHISHARES TR$821,6970.00%8,082CommonSHARED
81369Y308XLPSELECT SECTOR SPDR TR$820,2350.00%10,559CommonSHARED
780259305SHELSHELL PLC$808,5740.00%11,004CommonSHARED
526057104LENLENNAR CORP$803,8960.00%7,820CommonSHARED
155123102CETCENTRAL SECS CORP$801,1550.00%15,799CommonSHARED
81369Y209XLVSELECT SECTOR SPDR TR$799,2140.00%5,163CommonSHARED
78408D105SBFGSB FINL GROUP INC$793,4130.00%35,627CommonSHARED
87612G101TRGPTARGA RES CORP$788,1840.00%4,272CommonSHARED
92206C680VONGVANGUARD SCOTTSDALE FDS$786,0180.00%6,456CommonSHARED
55024U109LITELUMENTUM HLDGS INC$783,2540.00%2,125CommonSHARED
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$778,1070.00%9,690CommonSHARED
921946794VYMIVANGUARD WHITEHALL FDS$777,6000.00%8,640CommonSHARED
025537101AEPAMERICAN ELEC PWR CO INC$767,7340.00%6,658CommonSHARED
92189F486FLTRVANECK ETF TRUST$755,9920.00%29,670CommonSHARED
49446R109KIMKIMCO RLTY CORP$755,7870.00%37,286CommonSHARED
92206C706VGITVANGUARD SCOTTSDALE FDS$753,8000.00%12,578CommonSHARED
808524706SCHESCHWAB STRATEGIC TR$749,5490.00%22,887CommonSHARED
553810102MVBFMVB FINL CORP$736,1550.00%28,500CommonSHARED
097023204BA 6 10/15/27BOEING CO$735,4480.00%10,535CommonSHARED
701769507PRCSPARNASSUS INCOME FDS$731,8010.00%27,245CommonSHARED
464287168DVYISHARES TR$731,1050.00%5,180CommonSHARED
921937827BSVVANGUARD BD INDEX FDS$726,7070.00%9,221CommonSHARED
G96629103WTWWILLIS TOWERS WATSON PLC LTD$726,2620.00%2,204CommonSHARED
911363109URIUNITED RENTALS INC$724,6750.00%895CommonSHARED
14316J108CGCARLYLE GROUP INC$724,0980.00%12,250CommonSHARED
311900104FASTFASTENAL CO$722,9820.00%18,016CommonSHARED
464287150ITOTISHARES TR$721,3620.00%4,851CommonSHARED
530909100LLYVALIBERTY LIVE HOLDINGS INC$719,4820.00%8,828CommonSHARED
667746101NWPXNWPX INFRASTRUCTURE INC$718,6350.00%11,500CommonSHARED
46429B663HDVISHARES TR$710,5670.00%5,843CommonSHARED
552953101MGMMGM RESORTS INTERNATIONAL$710,3510.00%19,467CommonSHARED
346563109FORRFORRESTER RESH INC$708,0640.00%87,200CommonSHARED
69608A108PLTRPALANTIR TECHNOLOGIES INC$682,9160.00%3,842CommonSHARED
253868103DLRDIGITAL RLTY TR INC$680,6340.00%4,365CommonSHARED
624756102MLIMUELLER INDS INC$675,0240.00%5,880CommonSHARED
388689101GPKGRAPHIC PACKAGING HLDG CO$673,8500.00%44,425CommonSHARED
45167R104IEXIDEX CORP$672,2570.00%3,778CommonSHARED
78468R788SPYDSPDR SERIES TRUST$661,7250.00%15,300CommonSHARED

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.