InvestInfoAI
L2 Asset Management, LLC

Q1 2026 · 13F-HR

L2 Asset Management, LLCholdings as filed

Filed 2026-05-15 · accession 0000919574-26-003154

$1.05B
Reported value
397
Positions
2026-03-31
Period end
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The Brief · L2 Asset Management, LLC · Q1 2026

AI · grounded in 13F

L2 Asset Management, LLC established a new position in EEM valued at $17.77M. The fund also initiated a new stake in JHG for $14.5M and increased its holdings in SCHX by 127.57%. On the sell side, the fund closed its position in OMC for a loss of $2.54M and trimmed its stake in EBAY by 86.75%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46436E718SGOVISHARES TR$49.9M4.75%496,119CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$33.7M3.20%1,313,675CommonSOLE
808524698SCHISCHWAB STRATEGIC TR$29.8M2.83%1,313,035CommonSOLE
82889N525MTBASIMPLIFY EXCHANGE TRADED FUN$27.6M2.63%559,008CommonSOLE
025072877AVUVAMERICAN CENTY ETF TR$26.1M2.49%236,520CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$25.2M2.40%505,263CommonSOLE
67066G104NVDANVIDIA CORPORATION$22.1M2.10%126,786CommonSOLE
037833100AAPLAPPLE INC$22.0M2.09%86,581CommonSOLE
464287234EEMISHARES TR$17.8M1.69%225,184CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$16.6M1.58%669,670CommonSOLE
808524706SCHESCHWAB STRATEGIC TR$16.4M1.56%497,259CommonSOLE
74255Y888PREFPRINCIPAL EXCHANGE TRADED FD$16.0M1.52%849,548CommonSOLE
594918104MSFTMICROSOFT CORP$15.2M1.44%40,974CommonSOLE
125269100CFCF INDS HLDGS INC$14.6M1.38%112,065CommonSOLE
G4474Y214JHGJANUS HENDERSON GROUP PLC$14.5M1.38%289,902CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$14.2M1.35%336,721CommonSOLE
26922A198PFLDETF SER SOLUTIONS$13.9M1.32%718,661CommonSOLE
464288877EFVISHARES TR$13.7M1.31%184,749CommonSOLE
47103U845JAAAJANUS DETROIT STR TR$13.2M1.26%262,203CommonSOLE
921946885VWOBVANGUARD WHITEHALL FDS$13.2M1.26%200,901CommonSOLE
808524631SCYBSCHWAB STRATEGIC TR$12.2M1.16%468,509CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$10.6M1.01%22,172CommonSOLE
02079K305GOOGLALPHABET INC$10.5M1.00%36,651CommonSOLE
808524607SCHASCHWAB STRATEGIC TR$10.3M0.98%359,851CommonSOLE
808524680SCHQSCHWAB STRATEGIC TR$10.2M0.97%324,933CommonSOLE
031162100AMGNAMGEN INC$9.8M0.93%27,740CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$9.7M0.93%334,666CommonSOLE
30303M102METAMETA PLATFORMS INC$9.7M0.93%17,017CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$9.7M0.92%41,991CommonSOLE
64110D104NTAPNETAPP INC$9.6M0.92%94,226CommonSOLE
375558103GILDGILEAD SCIENCES INC$9.2M0.88%66,161CommonSOLE
009066101ABNBAIRBNB INC$9.1M0.86%71,959CommonSOLE
17275R102CSCOCISCO SYS INC$8.5M0.81%110,108CommonSOLE
406216101HALHALLIBURTON CO$8.5M0.80%216,866CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$8.4M0.79%14,091CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$8.3M0.79%54,231CommonSOLE
Y2573F102FLEXFLEX LTD$8.2M0.78%124,846CommonSOLE
256746108DLTRDOLLAR TREE INC$8.1M0.77%73,966CommonSOLE
876030107TPRTAPESTRY INC$7.9M0.75%56,185CommonSOLE
11135F101AVGOBROADCOM INC$7.8M0.75%25,334CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$7.6M0.72%110,998CommonSOLE
466313103JBLJABIL INC$7.4M0.70%27,863CommonSOLE
46436E841IBTHISHARES TR$7.3M0.69%316,392CommonSOLE
02079K107GOOGALPHABET INC$7.2M0.68%25,045CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$7.1M0.67%88,028CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC$7.1M0.67%147,082CommonSOLE
H50430232LOGILOGITECH INTL S A$7.0M0.67%77,126CommonSOLE
35137L105FOXAFOX CORP$6.6M0.63%113,009CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$6.6M0.63%40,107CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$6.5M0.62%115,485CommonSOLE
747525103QCOMQUALCOMM INC$6.3M0.60%49,031CommonSOLE
88160R101TSLATESLA INC$5.9M0.56%15,884CommonSOLE
03076C106AMPAMERIPRISE FINL INC$5.9M0.56%13,222CommonSOLE
25434V708DFACDIMENSIONAL ETF TRUST$5.8M0.55%149,391CommonSOLE
436440101HO1HOLOGIC INC$5.8M0.55%76,853CommonSOLE
191098102COKECOCA COLA CONS INC$5.8M0.55%30,109CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$5.6M0.53%23,089CommonSOLE
30161Q104EXELEXELIXIS INC$5.6M0.53%130,292CommonSOLE
512807306LRCXLAM RESEARCH CORP$5.6M0.53%26,025CommonSOLE
751212101RLRALPH LAUREN CORP$5.6M0.53%16,141CommonSOLE
806857108SLBSLB LIMITED$5.5M0.52%106,239CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$5.3M0.51%18,085CommonSOLE
26875P101EOGEOG RES INC$5.2M0.50%36,149CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$5.2M0.50%24,705CommonSOLE
500754106KHCKRAFT HEINZ CO$4.9M0.47%218,259CommonSOLE
808524409SCHVSCHWAB STRATEGIC TR$4.8M0.45%155,878CommonSOLE
45337C102INCYINCYTE CORP$4.0M0.38%42,145CommonSOLE
464286681EUSAISHARES INC$3.9M0.37%38,551CommonSOLE
501044101KRKROGER CO$3.9M0.37%53,725CommonSOLE
30231G102XOMEXXON MOBIL CORP$3.9M0.37%22,893CommonSOLE
086516101BBYBEST BUY INC$3.8M0.36%59,526CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$3.8M0.36%75,366CommonSOLE
G9460G101VALVALARIS LTD$3.6M0.34%36,936CommonSOLE
464287598IWDISHARES TR$3.4M0.33%16,027CommonSOLE
219948106CPAYCORPAY INC$3.4M0.32%11,640CommonSOLE
G0378L100AUANGLOGOLD ASHANTI PLC$3.2M0.31%33,326CommonSOLE
060505104BACBANK AMERICA CORP$3.1M0.30%64,083CommonSOLE
16411R208LNGCHENIERE ENERGY INC$3.1M0.29%10,928CommonSOLE
931142103WMTWALMART INC$3.1M0.29%24,783CommonSOLE
650111107NYTNEW YORK TIMES CO$3.0M0.28%35,330CommonSOLE
624756102MLIMUELLER INDS INC$2.9M0.28%26,304CommonSOLE
92826C839VVISA INC$2.9M0.27%9,545CommonSOLE
780287108RGLDROYAL GOLD INC$2.8M0.27%10,970CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$2.8M0.26%24,070CommonSOLE
G7496G103RNRRENAISSANCERE HLDGS LTD$2.8M0.26%9,286CommonSOLE
00287Y109ABBVABBVIE INC$2.7M0.26%12,615CommonSOLE
629377508NRGNRG ENERGY INC$2.7M0.26%18,498CommonSOLE
646025106NJRNEW JERSEY RES CORP$2.7M0.25%48,667CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$2.7M0.25%28,244CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$2.5M0.24%2,495CommonSOLE
149123101CATCATERPILLAR INC$2.4M0.23%3,458CommonSOLE
16679L109CHWYCHEWY INC$2.4M0.23%90,332CommonSOLE
008252108AMGAFFILIATED MANAGERS GROUP IN$2.4M0.23%8,705CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$2.3M0.22%4,544CommonSOLE
595112103MUMICRON TECHNOLOGY INC$2.2M0.21%6,650CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$2.2M0.21%41,641CommonSOLE
166764100CVXCHEVRON CORP NEW$2.2M0.21%10,807CommonSOLE
64110L106NFLXNETFLIX INC$2.2M0.21%22,879CommonSOLE
000360206AAONAAON INC$2.2M0.21%26,439CommonSOLE
29358P101ENSGENSIGN GROUP INC$2.1M0.20%10,568CommonSOLE
002896207ANFABERCROMBIE & FITCH CO$2.1M0.20%23,001CommonSOLE
742718109PGPROCTER AND GAMBLE CO$2.1M0.20%14,486CommonSOLE
199908104FIXCOMFORT SYS USA INC$2.1M0.20%1,502CommonSOLE
366651107ITGARTNER INC$2.0M0.19%12,871CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$2.0M0.19%13,895CommonSOLE
16359R103CHECHEMED CORP NEW$1.9M0.18%5,086CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$1.9M0.18%14,360CommonSOLE
44980X109IPGPIPG PHOTONICS CORP$1.9M0.18%16,634CommonSOLE
49714P108KNSLKINSALE CAP GROUP INC$1.9M0.18%5,554CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$1.9M0.18%9,213CommonSOLE
78464A847SPMDSPDR SERIES TRUST$1.9M0.18%31,588CommonSOLE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$1.9M0.18%6,989CommonSOLE
437076102HDHOME DEPOT INC$1.8M0.17%5,543CommonSOLE
038222105AMATAPPLIED MATLS INC$1.8M0.17%5,278CommonSOLE
550021109LULULULULEMON ATHLETICA INC$1.8M0.17%11,766CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$1.7M0.16%11,889CommonSOLE
58933Y105MRKMERCK & CO INC$1.7M0.16%14,105CommonSOLE
78470P812MYCGSSGA ACTIVE TR$1.7M0.16%67,706CommonSOLE
78470P796MYCHSSGA ACTIVE TR$1.7M0.16%67,627CommonSOLE
78470P788MYCISSGA ACTIVE TR$1.7M0.16%67,823CommonSOLE
754907103RYNRAYONIER INC$1.7M0.16%81,638CommonSOLE
78470P770MYCJSSGA ACTIVE TR$1.7M0.16%67,844CommonSOLE
443510607HUBBHUBBELL INC$1.6M0.16%3,352CommonSOLE
46266C105IQVIQVIA HLDGS INC$1.6M0.16%9,600CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$1.6M0.15%24,215CommonSOLE
85207H104PHYSSPROTT ASSET MANAGEMENT LP$1.6M0.15%45,607CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$1.6M0.15%35,453CommonSOLE
191216100KOCOCA COLA CO$1.6M0.15%20,703CommonSOLE
369604301GEGE AEROSPACE$1.6M0.15%5,490CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.5M0.15%25,140CommonSOLE
20825C104COPCONOCOPHILLIPS$1.5M0.14%11,112CommonSOLE
452327109ILMNILLUMINA INC$1.4M0.13%11,469CommonSOLE
713448108PEPPEPSICO INC$1.4M0.13%9,021CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$1.4M0.13%30,013CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$1.4M0.13%1,614CommonSOLE
68389X105ORCLORACLE CORP$1.4M0.13%9,262CommonSOLE
949746101WMT2WELLS FARGO CO NEW$1.3M0.13%16,931CommonSOLE
46438G422IBTQISHARES TR$1.3M0.13%52,249CommonSOLE
46436E460IBTLISHARES TR$1.3M0.13%64,688CommonSOLE
46436E148IBTOISHARES TR$1.3M0.13%54,099CommonSOLE
315616102FFIVF5 INC$1.3M0.12%4,536CommonSOLE
29605J106ESABESAB CORPORATION$1.3M0.12%13,545CommonSOLE
89055F103BLDTOPBUILD CORP$1.3M0.12%3,708CommonSOLE
21871X109CRBGCOREBRIDGE FINL INC$1.3M0.12%53,629CommonSOLE
244199105DEDEERE & CO$1.3M0.12%2,260CommonSOLE
36828A101GEVGE VERNOVA INC$1.3M0.12%1,455CommonSOLE
G54950103LINLINDE PLC$1.3M0.12%2,542CommonSOLE
47103U753JBBBJANUS DETROIT STR TR$1.2M0.12%26,603CommonSOLE
580135101MCDMCDONALDS CORP$1.2M0.12%3,982CommonSOLE
172967424CCITIGROUP INC$1.2M0.11%10,222CommonSOLE
00206R102TAT&T INC$1.2M0.11%39,719CommonSOLE
29084Q100EMEEMCOR GROUP INC$1.1M0.11%1,528CommonSOLE
65339F101NEENEXTERA ENERGY INC$1.1M0.10%11,591CommonSOLE
72147K108PPCPILGRIMS PRIDE CORP$1.1M0.10%28,116CommonSOLE
617446448MSMORGAN STANLEY$1.1M0.10%6,445CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$1.0M0.10%20,835CommonSOLE
482480100KLACKLA CORP$1.0M0.10%709CommonSOLE
872540109TJXTJX COS INC NEW$1.0M0.10%6,334CommonSOLE
458140100INTCINTEL CORP$979,2890.09%22,191CommonSOLE
92047W101VVVVALVOLINE INC$970,9190.09%28,828CommonSOLE
882508104TXNTEXAS INSTRS INC$952,2570.09%4,905CommonSOLE
254687106DISDISNEY WALT CO$951,5600.09%9,873CommonSOLE
79466L302CRMSALESFORCE INC$916,9230.09%4,912CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$898,1900.09%12,487CommonSOLE
499049104KNXKNIGHT-SWIFT TRANSN HLDGS IN$889,5440.08%15,449CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$883,4700.08%1,462CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$876,3420.08%1,901CommonSOLE
032654105ADIANALOG DEVICES INC$838,2990.08%2,635CommonSOLE
032095101APHAMPHENOL CORP NEW$831,7620.08%6,583CommonSOLE
025816109AXPAMERICAN EXPRESS CO$817,3010.08%2,702CommonSOLE
907818108UNPUNION PAC CORP$801,6160.08%3,304CommonSOLE
204166102CVLTCOMMVAULT SYS INC$798,8480.08%10,256CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$792,6370.08%10,277CommonSOLE
548661107LOWLOWES COS INC$767,9100.07%3,250CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$762,4890.07%20,150CommonSOLE
478160104JNJJOHNSON & JOHNSON$754,8120.07%3,088CommonSOLE
G29183103ETNEATON CORP PLC$749,3190.07%2,095CommonSOLE
95040Q104WELLWELLTOWER INC$733,3060.07%3,709CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$732,5960.07%174CommonSOLE
09290D101BLKBLACKROCK INC$727,0530.07%756CommonSOLE
46438R105ETHAISHARES ETHEREUM TR$724,4440.07%45,764CommonSOLE
03073E105CORCENCORA INC$722,7790.07%2,301CommonSOLE
403949100DINOHF SINCLAIR CORP$711,5060.07%11,404CommonSOLE
78409V104SPGIS&P GLOBAL INC$711,1680.07%1,672CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$710,7550.07%3,810CommonSOLE
92840M102VSTVISTRA CORP$702,3420.07%4,672CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$700,3600.07%3,532CommonSOLE
74340W103PLDPROLOGIS INC.$699,6290.07%5,293CommonSOLE
50155Q100KDKYNDRYL HLDGS INC$697,8440.07%53,189CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$695,1480.07%4,336CommonSOLE
040413205ANETARISTA NETWORKS INC$692,1110.07%5,637CommonSOLE
46436E825IBTJISHARES TR$683,7760.07%31,304CommonSOLE
278642103EBAYEBAY INC.$683,3440.06%7,508CommonSOLE
88076W103TDCTERADATA CORP DEL$682,5110.06%26,629CommonSOLE
78470P762MYCKSSGA ACTIVE TR$665,3700.06%26,717CommonSOLE
00766T100ACMAECOM$659,1490.06%7,771CommonSOLE
H1467J104CBCHUBB LIMITED$656,0970.06%2,013CommonSOLE
461202103INTUINTUIT$647,2990.06%1,497CommonSOLE
46438G646IBTPISHARES TR$640,0360.06%24,972CommonSOLE
942749102WTSWATTS WATER TECHNOLOGIES INC$638,8980.06%2,201CommonSOLE
46436E296IBTMISHARES TR$638,8940.06%27,862CommonSOLE
651639106NEMNEWMONT CORP$638,0260.06%5,894CommonSOLE
701094104PHPARKER-HANNIFIN CORP$627,5630.06%701CommonSOLE
743315103PGRPROGRESSIVE CORP$626,6370.06%3,161CommonSOLE
969457100WMBWILLIAMS COS INC$624,1610.06%8,576CommonSOLE
12572Q105CMECME GROUP INC$622,7160.06%2,108CommonSOLE
863667101SYKSTRYKER CORPORATION$620,0490.06%1,887CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$616,1100.06%3,377CommonSOLE
084423102WRBBERKLEY W R CORP$615,5420.06%9,287CommonSOLE
G5960L103MDTMEDTRONIC PLC$615,4940.06%7,103CommonSOLE
872590104TMUST-MOBILE US INC$614,7740.06%2,927CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$611,8830.06%4,673CommonSOLE
56585A102MPCMARATHON PETE CORP$605,8110.06%2,481CommonSOLE
651587107NEUNEWMARKET CORP$599,8710.06%936CommonSOLE
81762P102NOWSERVICENOW INC$585,4800.06%5,600CommonSOLE
20030N101CMCSACOMCAST CORP NEW$580,9070.06%20,234CommonSOLE
855244109SBUXSTARBUCKS CORP$579,8260.06%6,472CommonSOLE
929042109VNOVORNADO RLTY TR$579,3610.06%22,292CommonSOLE
02209S103MOALTRIA GROUP INC$575,9130.05%8,727CommonSOLE
842587107SOSOUTHERN CO$570,9160.05%5,915CommonSOLE
58155Q103MCKMCKESSON CORP$566,8110.05%655CommonSOLE
808524839SCHZSCHWAB STRATEGIC TR$566,3390.05%24,390CommonSOLE
00724F101ADBEADOBE INC$565,6470.05%2,327CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$562,1970.05%5,828CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$557,5980.05%1,338CommonSOLE
370334104GISGENERAL MLS INC$556,7220.05%14,958CommonSOLE
29444U700EQIXEQUINIX INC$544,1680.05%555CommonSOLE
03831W108APPAPPLOVIN CORP$538,8920.05%1,354CommonSOLE
718172109PMPHILIP MORRIS INTL INC$522,7090.05%3,161CommonSOLE
770700102HOODROBINHOOD MKTS INC$519,4890.05%7,496CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$515,7320.05%1,321CommonSOLE
74762E102QUREQUANTA SVCS INC$514,9810.05%938CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$509,1790.05%2,032CommonSOLE
871829107SYYSYSCO CORP$504,3740.05%7,071CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$502,0630.05%8,001CommonSOLE
94106L109WMWASTE MGMT INC DEL$498,1850.05%2,168CommonSOLE
902973304USBUS BANCORP DEL$495,1170.05%9,520CommonSOLE
958102105WDCWESTERN DIGITAL CORP$494,7260.05%1,829CommonSOLE
443201108HWMHOWMET AEROSPACE INC$494,5670.05%2,146CommonSOLE
969904101WSMWILLIAMS SONOMA INC$485,5450.05%2,663CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$481,9060.05%3,064CommonSOLE
142339100CSLCARLISLE COS INC$481,8810.05%1,444CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$479,8840.05%3,661CommonSOLE
291011104EMREMERSON ELEC CO$475,8650.05%3,632CommonSOLE
80004C200SNDKSANDISK CORP$474,5990.05%747CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$470,5360.04%1,685CommonSOLE
227046109CROXCROCS INC$461,1150.04%5,554CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$460,3180.04%1,175CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$459,1220.04%2,647CommonSOLE
09260D107BXBLACKSTONE INC$454,0960.04%3,949CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$453,6050.04%7,717CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$452,9560.04%4,573CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$443,6530.04%2,184CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$438,4310.04%3,696CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$438,0290.04%2,105CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$435,4190.04%2,523CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$432,2660.04%3,301CommonSOLE
05550J101BJBJS WHSL CLUB HLDGS INC$428,1320.04%4,350CommonSOLE
31428X106FDXFEDEX CORP$428,1270.04%1,202CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$417,9800.04%4,528CommonSOLE
88579Y101MMM3M CO$416,8100.04%2,870CommonSOLE
G93A5A101VIKVIKING HOLDINGS LTD$413,5450.04%5,628CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$412,4280.04%11,114CommonSOLE
126408103CSXCSX CORP$412,0190.04%10,037CommonSOLE
871607107SNPSSYNOPSYS INC$408,3740.04%1,030CommonSOLE
816851109SRESEMPRA$407,9200.04%4,198CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$407,6350.04%1,467CommonSOLE
03783C100APPFAPPFOLIO INC$407,5660.04%2,582CommonSOLE
91913Y100VLOVALERO ENERGY CORP$405,2110.04%1,640CommonSOLE
609207105MDLZMONDELEZ INTL INC$401,0590.04%6,958CommonSOLE
231021106CMICUMMINS INC$400,2870.04%744CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$399,0850.04%1,245CommonSOLE
172908105CTASCINTAS CORP$396,8280.04%2,346CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$396,6390.04%4,032CommonSOLE
718546104PSXPHILLIPS 66$396,0590.04%2,174CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$390,1750.04%1,499CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$389,2710.04%897CommonSOLE
719405102PLABPHOTRONICS INC$387,8480.04%9,598CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$381,7410.04%9,936CommonSOLE
G25508105CRHCRH PLC$379,4830.04%3,610CommonSOLE
571903202MARMARRIOTT INTL INC NEW$377,1120.04%1,153CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$374,6270.04%1,232CommonSOLE
778296103ROSTROSS STORES INC$370,6540.04%1,711CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$370,0730.04%4,342CommonSOLE
278865100ECLECOLAB INC$364,9790.03%1,372CommonSOLE
29364G103ETRENTERGY CORP NEW$364,9450.03%3,248CommonSOLE
37045V100GMGENERAL MTRS CO$363,6350.03%4,881CommonSOLE
G0403H108AONAON PLC$362,8050.03%1,124CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$358,8330.03%740CommonSOLE
615369105MCOMOODYS CORP$355,5440.03%815CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$352,5060.03%1,281CommonSOLE
M9T951109ZIMZIM INTEGRATED SHIPPING SERV$351,2700.03%13,331CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$350,5900.03%10,456CommonSOLE
893641100TDGTRANSDIGM GROUP INC$348,8470.03%301CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$348,1310.03%1,213CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$347,5340.03%12,656CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$341,7260.03%2,527CommonSOLE
009158106APDAIR PRODS & CHEMS INC$341,6160.03%1,176CommonSOLE
48251W104KKRKKR & CO INC$341,0480.03%3,687CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$340,9740.03%1,169CommonSOLE
253868103DLRDIGITAL RLTY TR INC$334,2900.03%1,855CommonSOLE
654106103NKENIKE INC$334,1390.03%6,326CommonSOLE
G87052109TELTE CONNECTIVITY PLC$331,2970.03%1,585CommonSOLE
G2143T103CMPRCIMPRESS PLC$330,1020.03%4,522CommonSOLE
18915M107NETCLOUDFLARE INC$329,1120.03%1,595CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$325,3350.03%5,329CommonSOLE
693718108PCARPACCAR INC$324,1480.03%2,806CommonSOLE
89832Q109TFCTRUIST FINL CORP$314,8950.03%6,850CommonSOLE
808524854SCHRSCHWAB STRATEGIC TR$313,3510.03%12,579CommonSOLE
316773100FITBFIFTH THIRD BANCORP$310,2600.03%6,678CommonSOLE
58502B106MDPEDIATRIX MEDICAL GROUP INC$307,9060.03%14,395CommonSOLE
22052L104CTVACORTEVA INC$307,6340.03%3,675CommonSOLE
682680103OKEONEOK INC NEW$306,9640.03%3,396CommonSOLE
292554102ECPGENCORE CAP GROUP INC$303,9480.03%4,335CommonSOLE
756109104OREALTY INCOME CORP$303,9420.03%4,968CommonSOLE
02072Q358AAEQEA SERIES TRUST$303,1150.03%6,516CommonSOLE
053332102AZOAUTOZONE INC$300,6220.03%89CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$300,1000.03%888CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$299,4240.03%1,521CommonSOLE
052769106ADSKAUTODESK INC$299,2670.03%1,250CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$298,6640.03%1,379CommonSOLE
87612E106TGTTARGET CORP$295,9700.03%2,442CommonSOLE
171779309CIENCIENA CORP$291,5610.03%751CommonSOLE
020002101ALLALLSTATE CORP$288,4100.03%1,391CommonSOLE
25809K105DASHDOORDASH INC$287,5370.03%1,915CommonSOLE
311900104FASTFASTENAL CO$287,3550.03%6,193CommonSOLE
87612G101TRGPTARGA RES CORP$286,3340.03%1,142CommonSOLE
25746U109DDOMINION ENERGY INC$285,0520.03%4,611CommonSOLE
98978V103ZTSZOETIS INC$281,7930.03%2,384CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$280,9810.03%17,694CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$280,9210.03%3,508CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$276,7250.03%980CommonSOLE
285512109EAELECTRONIC ARTS INC$275,2250.03%1,350CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$273,3920.03%3,773CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$272,2440.03%249CommonSOLE
34959E109FTNTFORTINET INC$271,3100.03%3,320CommonSOLE
30161N101EXCEXELON CORP$267,4040.03%5,455CommonSOLE
031100100AMEAMETEK INC$265,8060.03%1,240CommonSOLE
384802104GWWWW GRAINGER INC$262,8850.03%241CommonSOLE
55024U109LITELUMENTUM HLDGS INC$262,8320.02%374CommonSOLE
668771108GENGEN DIGITAL INC$260,4570.02%13,832CommonSOLE
366505105GTXGARRETT MOTION INC$260,3000.02%14,326CommonSOLE
833445109SNOWSNOWFLAKE INC$260,1650.02%1,725CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$259,9300.02%3,211CommonSOLE
92939U106WECWEC ENERGY GROUP INC$258,9770.02%2,237CommonSOLE
98389B100XELXCEL ENERGY INC$253,5720.02%3,192CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$251,9400.02%3,876CommonSOLE
880770102TERTERADYNE INC$250,2120.02%844CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$247,4660.02%748CommonSOLE
911363109URIUNITED RENTALS INC$246,9820.02%339CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$246,5720.02%2,213CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$245,8560.02%1,054CommonSOLE
345370860FFORD MTR CO$243,4360.02%21,095CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$240,2750.02%4,267CommonSOLE
45168D104IDXXIDEXX LABS INC$239,9270.02%427CommonSOLE
760759100RSGREPUBLIC SVCS INC$236,1040.02%1,078CommonSOLE
390607109GLDDGREAT LAKES DREDGE & DOCK CO$235,3050.02%13,841CommonSOLE
631103108NDAQNASDAQ INC$233,6170.02%2,752CommonSOLE
988498101YUMYUM BRANDS INC$233,0650.02%1,499CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$230,5190.02%851CommonSOLE
922908629VOVANGUARD INDEX FDS$229,7440.02%800CommonSOLE
929740108WABWABTEC$228,4180.02%914CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$227,1430.02%7,096CommonSOLE
146869102CVNACARVANA CO$225,0960.02%716CommonSOLE
922908363VOOVANGUARD INDEX FDS$222,2890.02%372CommonSOLE
209115104EDCONSOLIDATED EDISON INC$220,3610.02%1,947CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$218,7520.02%2,907CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$218,6850.02%618CommonSOLE
337932107FEFIRSTENERGY CORP$218,1420.02%4,306CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$217,8400.02%607CommonSOLE
12504L109CBRECBRE GROUP INC$216,3300.02%1,597CommonSOLE
29089Q105EBSEMERGENT BIOSOLUTIONS INC$213,9920.02%25,782CommonSOLE
670346105NUENUCOR CORP$213,9120.02%1,265CommonSOLE
26884L109EQTEQT CORP$213,2580.02%3,351CommonSOLE
87484T108TALOTALOS ENERGY INC$212,8660.02%13,507CommonSOLE
G4701H109IHSIHS HOLDING LIMITED$212,7710.02%25,853CommonSOLE
55354G100MSCIMSCI INC$211,2920.02%392CommonSOLE
594972408MSTRSTRATEGY INC$210,2880.02%1,685CommonSOLE
302301106EZPWEZCORP INC$210,1350.02%8,280CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$209,3570.02%1,199CommonSOLE
69331C108PCGPG&E CORP$208,3450.02%11,858CommonSOLE
23804L103DDOGDATADOG INC$204,8170.02%1,735CommonSOLE
H2906T109GRMNGARMIN LTD$204,6330.02%882CommonSOLE
92552V100VSATVIASAT INC$202,9720.02%4,432CommonSOLE
42806J700HTZHERTZ GLOBAL HLDGS INC$178,0200.02%38,616CommonSOLE
49177J102KVUEKENVUE INC$176,0380.02%10,211CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$169,1140.02%10,806CommonSOLE
25525P107DHCDIVERSIFIED HEALTHCARE TR$148,0620.01%22,298CommonSOLE
64082B102NRDSNERDWALLET INC$118,5960.01%11,425CommonSOLE
33833Q106FPHFIVE POINT HOLDINGS LLC$96,6510.01%19,969CommonSOLE
024061103DCHAMERICAN AXLE & MFG HLDGS IN$81,5890.01%13,759CommonSOLE
N82405106STLASTELLANTIS N.V$72,1690.01%10,179CommonSOLE
G4124C109GRABGRAB HOLDINGS LIMITED$65,1740.01%17,807CommonSOLE
12047B105BMBLBUMBLE INC$61,3590.01%18,822CommonSOLE
68554V108OSURORASURE TECHNOLOGIES INC$57,0060.01%19,002CommonSOLE
G7500M104RNWRENEW ENERGY GLOBAL PLC$53,1950.01%11,615CommonSOLE
M8744T106TBLATABOOLA.COM LTD$43,5930.00%14,062CommonSOLE

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.