MondegarAI
S&T BANK/PA

Q3 2025 · 13F-HR

S&T BANK/PAholdings as filed

Filed 2025-11-14 · accession 0001010911-25-000016

$355.7M
Reported value
478
Positions
2025-09-30
Period end
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The Brief · S&T BANK/PA · Q3 2025

AI · grounded in 13F

S&T BANK/PA established a new position in SEIE valued at $14.2M. The fund also initiated new holdings in SEIM for $14.1M and SEIV for $13.8M. Additional new positions include FLEX at $12M and STBA at $11.8M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
81589A700SEIESEI EXCHANGE TRADED FUNDS$14.2M4.00%466,819CommonSOLE
81589A205SEIMSEI EXCHANGE TRADED FUNDS$14.1M3.96%310,134CommonSOLE
81589A304SEIVSEI EXCHANGE TRADED FUNDS$13.8M3.89%355,526CommonSOLE
Y2573F102FLEXFLEX LTD$12.0M3.37%206,534CommonSOLE
783859101STBAS & T BANCORP INC$11.8M3.32%314,373CommonSOLE
958102105WDCWESTERN DIGITAL CORP$9.6M2.70%80,119CommonSOLE
45867G101IDCCINTERDIGITAL INC$9.5M2.67%27,474CommonSOLE
218352102CORTCORCEPT THERAPEUTICS INC$9.3M2.60%111,340CommonSOLE
00766T100ACMAECOM$8.9M2.51%68,541CommonSOLE
315616102FFIVF5 INC$8.6M2.43%26,751CommonSOLE
00287Y109ABBVABBVIE INC$7.7M2.17%33,387CommonSOLE
81589A502SEISSEI EXCHANGE TRADED FUNDS$7.5M2.12%269,569CommonSOLE
03073E105CORCENCORA INC$7.4M2.09%23,832CommonSOLE
231021106CMICUMMINS INC$7.3M2.06%17,330CommonSOLE
81589A106SEIQSEI EXCHANGE TRADED FUNDS$7.0M1.97%180,979CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$6.6M1.86%32,431CommonSOLE
81589A601SEEMSEI EXCHANGE TRADED FUNDS$6.5M1.83%215,792CommonSOLE
594918104MSFTMICROSOFT CORP$6.4M1.81%12,396CommonSOLE
141788109CARGCARGURUS INC$6.3M1.77%169,134CommonSOLE
447462102HURNHURON CONSULTING GROUP INC$5.8M1.64%39,639CommonSOLE
87162W100SNXTD SYNNEX CORPORATION$5.6M1.58%34,316CommonSOLE
05465C100AXAXOS FINANCIAL INC$5.6M1.57%65,950CommonSOLE
446413106HIIHUNTINGTON INGALLS INDS INC$5.3M1.50%18,544CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$5.2M1.47%10,394CommonSOLE
34959E109FTNTFORTINET INC$5.1M1.42%60,246CommonSOLE
02553E106AEOAMERICAN EAGLE OUTFITTERS IN$4.8M1.36%282,376CommonSOLE
427096508HTGCHERCULES CAPITAL INC$4.7M1.32%249,016CommonSOLE
125269100CFCF INDS HLDGS INC$4.6M1.29%51,224CommonSOLE
03071H100AMSFAMERISAFE INC$4.6M1.28%104,002CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$4.5M1.27%102,969CommonSOLE
88162G103TTEKTETRA TECH INC NEW$4.5M1.27%134,849CommonSOLE
126650100CVSCVS HEALTH CORP$4.4M1.23%57,961CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$4.3M1.20%22,623CommonSOLE
868459108SUPNSUPERNUS PHARMACEUTICALS INC$4.2M1.19%88,915CommonSOLE
302941109FCNFTI CONSULTING INC$4.2M1.19%26,101CommonSOLE
536797103LADLITHIA MTRS INC$4.1M1.15%12,932CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$4.0M1.12%19,315CommonSOLE
48123V102ZDZIFF DAVIS INC$3.9M1.09%101,741CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$3.3M0.91%42,235CommonSOLE
922908769VTIVANGUARD INDEX FDS$3.1M0.87%9,397CommonSOLE
80004C200SNDKSANDISK CORP$3.0M0.86%27,157CommonSOLE
731068102PIIPOLARIS INC$3.0M0.84%51,110CommonSOLE
17888H103CIVICIVITAS RESOURCES INC$2.9M0.82%89,668CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$2.6M0.74%75,488CommonSOLE
345370860FFORD MTR CO$2.6M0.74%218,816CommonSOLE
516544103LNTHLANTHEUS HLDGS INC$2.6M0.73%50,811CommonSOLE
922908363VOOVANGUARD INDEX FDS$2.6M0.72%4,165CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$2.5M0.70%35,161CommonSOLE
89469A104THSTREEHOUSE FOODS INC$2.4M0.66%116,862CommonSOLE
921909768VXUSVANGUARD STAR FDS$2.3M0.65%31,517CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$2.0M0.57%5,847CommonSOLE
682680103OKEONEOK INC NEW$1.9M0.54%26,398CommonSOLE
314211103FHIFEDERATED HERMES INC$1.9M0.52%35,862CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$1.8M0.50%55,366CommonSOLE
04010L103ARCCARES CAPITAL CORP$1.7M0.48%83,179CommonSOLE
493732101KFRCKFORCE INC$1.6M0.45%53,763CommonSOLE
302491303FMCFMC CORP$1.6M0.45%47,668CommonSOLE
69351T106PPLPPL CORP$1.6M0.45%43,054CommonSOLE
929566107WNCWABASH NATL CORP$1.6M0.45%161,221CommonSOLE
922908751VBVANGUARD INDEX FDS$1.5M0.43%5,999CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$1.5M0.43%22,642CommonSOLE
832696405SJMSMUCKER J M CO$1.5M0.42%13,814CommonSOLE
464287200IVVISHARES TR$1.4M0.40%2,108CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$1.4M0.39%17,574CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$1.3M0.38%10,836CommonSOLE
224408104CRCRANE COMPANY$1.3M0.38%7,245CommonSOLE
69354N106PRAAPRA GROUP INC$1.3M0.37%85,449CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$1.3M0.36%235CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.2M0.35%10,986CommonSOLE
001744101AMNAMN HEALTHCARE SVCS INC$1.2M0.34%61,919CommonSOLE
12479G101CBFVCB FINANCIAL SERVICES$1.1M0.31%33,642CommonSOLE
002824100ABTABBOTT LABS$1.1M0.31%8,271CommonSOLE
713448108PEPPEPSICO INC$1.1M0.30%7,702CommonSOLE
458140100INTCINTEL CORP$973,5200.27%29,017CommonSOLE
037833100AAPLAPPLE INC$908,5200.26%3,568CommonSOLE
464287804IJRISHARES TR$897,6420.25%7,554CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$859,3780.24%4,277CommonNONE
20848V105CCSICONSENSUS CLOUD SOLUTIONS IN$841,4510.24%28,650CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$698,6780.20%2,215CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$676,8600.19%6,212CommonSOLE
343498101FLOFLOWERS FOODS INC$571,0550.16%43,759CommonSOLE
67066G104NVDANVIDIA CORPORATION$532,4990.15%2,854CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$529,0500.15%1,875CommonSOLE
260557103DOWDOW INC$508,0140.14%22,155CommonSOLE
46432F388VLUEISHARES TR$490,6960.14%3,924CommonSOLE
224441105CXTCRANE NXT CO$485,9220.14%7,245CommonSOLE
389638107ETHEGRAYSCALE ETHEREUM TRUST ETF$479,7800.13%14,000CommonNONE
166764100CVXCHEVRON CORP NEW$428,7560.12%2,761CommonSOLE
02079K107GOOGALPHABET INC$420,8550.12%1,728CommonSOLE
922908629VOVANGUARD INDEX FDS$407,1240.11%1,386CommonSOLE
478160104JNJJOHNSON & JOHNSON$396,0570.11%2,136CommonSOLE
742718109PGPROCTER AND GAMBLE CO$387,1980.11%2,520CommonSOLE
46432F842IEFAISHARES TR$312,6570.09%3,581CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$304,1540.09%5,076CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$295,2760.08%319CommonSOLE
75513E105RTXRTX CORPORATION$273,5850.08%1,635CommonSOLE
097023105BABOEING CO$273,4560.08%1,267CommonNONE
023135106AMZNAMAZON COM INC$253,6030.07%1,155CommonNONE
92826C839VVISA INC$252,6210.07%740CommonNONE
369604301GEGE AEROSPACE$240,6550.07%800CommonNONE
855244109SBUXSTARBUCKS CORP$237,8950.07%2,812CommonSOLE
46429B697USMVISHARES TR$232,3320.07%2,442CommonSOLE
82509L107SHOPSHOPIFY INC$222,9150.06%1,500CommonNONE
57636Q104MAMASTERCARD INCORPORATED$219,5610.06%386CommonSOLE
693506107PPGPPG INDS INC$218,9440.06%2,083CommonNONE
30303M102METAMETA PLATFORMS INC$212,9700.06%290CommonNONE
337932107FEFIRSTENERGY CORP$211,0010.06%4,605CommonSOLE
020002101ALLALLSTATE CORP$207,7810.06%968CommonSOLE
65339F101NEENEXTERA ENERGY INC$206,0120.06%2,729CommonSOLE
464287614IWFISHARES TR$205,1640.06%438CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$195,3090.05%749CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$191,3620.05%652CommonSOLE
25820R105DMLPDORCHESTER MINERALS LP$188,9970.05%7,300CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$185,4040.05%3,422CommonSOLE
68389X105ORCLORACLE CORP$172,4000.05%613CommonSOLE
907818108UNPUNION PAC CORP$166,6400.05%705CommonSOLE
11135F101AVGOBROADCOM INC$159,0170.04%482CommonNONE
009158106APDAIR PRODS & CHEMS INC$158,1780.04%580CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$157,2890.04%450CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$146,5290.04%184CommonNONE
09290D101BLKBLACKROCK INC$145,7340.04%125CommonSOLE
872540109TJXTJX COS INC NEW$139,7710.04%967CommonSOLE
747525103QCOMQUALCOMM INC$130,0940.04%782CommonNONE
00206R102TAT&T INC$128,0970.04%4,536CommonNONE
58933Y105MRKMERCK & CO INC$127,5740.04%1,520CommonNONE
36828A101GEVGE VERNOVA INC$123,5950.03%201CommonSOLE
580135101MCDMCDONALDS CORP$123,3800.03%406CommonSOLE
02079K305GOOGLALPHABET INC$120,5780.03%496CommonNONE
G0403H108AONAON PLC$119,8110.03%336CommonSOLE
718172109PMPHILIP MORRIS INTL INC$114,3510.03%705CommonNONE
464287465EFAISHARES TR$113,2580.03%1,213CommonSOLE
461202103INTUINTUIT$112,6800.03%165CommonSOLE
464287598IWDISHARES TR$111,9750.03%550CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$110,1160.03%518CommonSOLE
532457108LLYELI LILLY & CO$108,3460.03%142CommonNONE
17275R102CSCOCISCO SYS INC$107,6930.03%1,574CommonSOLE
88160R101TSLATESLA INC$106,7330.03%240CommonNONE
548661107LOWLOWES COS INC$105,8020.03%421CommonSOLE
437076102HDHOME DEPOT INC$104,9440.03%259CommonNONE
464287507IJHISHARES TR$102,5230.03%1,571CommonSOLE
060505104BACBANK AMERICA CORP$100,8070.03%1,954CommonNONE
02209S103MOALTRIA GROUP INC$100,0810.03%1,515CommonNONE
842587107SOSOUTHERN CO$96,0020.03%1,013CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$88,9820.03%1,973CommonSOLE
882508104TXNTEXAS INSTRS INC$85,9850.02%468CommonSOLE
46432F396MTUMISHARES TR$82,8330.02%323CommonSOLE
670100205NVONOVO-NORDISK A S$79,3510.02%1,430CommonNONE
863667101SYKSTRYKER CORPORATION$79,1090.02%214CommonSOLE
931142103WMTWALMART INC$78,4290.02%761CommonNONE
64110L106NFLXNETFLIX INC$76,7310.02%64CommonNONE
20030N101CMCSACOMCAST CORP NEW$74,0260.02%2,356CommonSOLE
58155Q103MCKMCKESSON CORP$71,0740.02%92CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$70,0340.02%284CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$69,5700.02%430CommonNONE
075887109BDXBECTON DICKINSON & CO$67,0070.02%358CommonSOLE
78409V104SPGIS&P GLOBAL INC$63,7590.02%131CommonSOLE
922042866VPLVANGUARD INTL EQUITY INDEX F$62,0150.02%706CommonSOLE
33739E108FPEFIRST TR EXCH TRADED FD III$61,8150.02%3,389CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$61,4670.02%305CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$59,5070.02%713CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$58,9070.02%118CommonSOLE
808524870SCHPSCHWAB STRATEGIC TR$56,9450.02%2,113CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$55,0850.02%501CommonSOLE
38964R203ETHGRAYSCALE ETHEREUM MINI TR E$54,8520.02%1,400CommonSOLE
031162100AMGNAMGEN INC$51,9240.01%184CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$50,5130.01%449CommonSOLE
191216100KOCOCA COLA CO$49,4740.01%746CommonNONE
372460105GPCGENUINE PARTS CO$47,5400.01%343CommonSOLE
464287630IWNISHARES TR$46,1470.01%261CommonSOLE
G87052109TELTE CONNECTIVITY PLC$46,1010.01%210CommonSOLE
209115104EDCONSOLIDATED EDISON INC$45,2340.01%450CommonNONE
453836108INDBINDEPENDENT BK CORP MASS$43,6460.01%631CommonSOLE
717081103PFEPFIZER INC$42,9080.01%1,684CommonNONE
464288414MUBISHARES TR$42,7020.01%401CommonSOLE
118440106BKEBUCKLE INC$40,4170.01%689CommonSOLE
278642103EBAYEBAY INC.$39,2900.01%432CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$38,3900.01%55CommonNONE
25809K105DASHDOORDASH INC$38,3510.01%141CommonNONE
63633D104NHINATIONAL HEALTH INVS INC$37,7630.01%475CommonNONE
26614N102DDDUPONT DE NEMOURS INC$37,4700.01%481CommonSOLE
G5960L103MDTMEDTRONIC PLC$37,1440.01%390CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$34,5830.01%353CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$33,0790.01%172CommonSOLE
143658300CCL1EURCARNIVAL CORP$32,8420.01%1,136CommonNONE
025816109AXPAMERICAN EXPRESS CO$32,2200.01%97CommonNONE
20825C104COPCONOCOPHILLIPS$31,2140.01%330CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$30,4050.01%364CommonSOLE
038222105AMATAPPLIED MATLS INC$28,8690.01%141CommonNONE
464287168DVYISHARES TR$28,8460.01%203CommonSOLE
97717X669DGRWWISDOMTREE TR$28,1110.01%316CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$26,9980.01%148CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$24,7500.01%200CommonNONE
438516106HONHONEYWELL INTL INC$24,6290.01%117CommonSOLE
651639106NEMNEWMONT CORP$24,0280.01%285CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$23,4310.01%312CommonSOLE
22822V101CCICROWN CASTLE INC$23,3510.01%242CommonNONE
172967424CCITIGROUP INC$22,6350.01%223CommonSOLE
595112103MUMICRON TECHNOLOGY INC$22,5880.01%135CommonNONE
609207105MDLZMONDELEZ INTL INC$22,3640.01%358CommonNONE
65473P105NINISOURCE INC$21,8670.01%505CommonNONE
579780206MKCMCCORMICK & CO INC$21,4110.01%320CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$21,2620.01%63CommonNONE
902973304USBUS BANCORP DEL$20,7820.01%430CommonSOLE
29364G103ETRENTERGY CORP NEW$20,5020.01%220CommonNONE
46434G103IEMGISHARES INC$19,0510.01%289CommonSOLE
969457100WMBWILLIAMS COS INC$19,0050.01%300CommonNONE
37959E102GLGLOBE LIFE INC$18,8720.01%132CommonSOLE
74340W103PLDPROLOGIS INC.$18,6670.01%163CommonNONE
25746U109DDOMINION ENERGY INC$18,5960.01%304CommonNONE
512807306LRCXLAM RESEARCH CORP$18,4780.01%138CommonSOLE
55616P104MMACYS INC$18,4680.01%1,030CommonNONE
629377508NRGNRG ENERGY INC$18,3000.01%113CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$17,9840.01%225CommonSOLE
40412C101HCAHCA HEALTHCARE INC$17,9000.01%42CommonNONE
375558103GILDGILEAD SCIENCES INC$17,8710.01%161CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$17,5790.00%124CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$17,3860.00%73CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$17,3130.00%290CommonNONE
68268W103OMFONEMAIN HLDGS INC$16,9380.00%300CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$16,1460.00%116CommonNONE
922908553VNQVANGUARD INDEX FDS$15,9990.00%175CommonNONE
023608102AEEAMEREN CORP$15,8660.00%152CommonNONE
30212P303EXPEEXPEDIA GROUP INC$15,6040.00%73CommonNONE
904767704UNILEVER PLC$15,4130.00%260CommonNONE
03831W108APPAPPLOVIN CORP$15,0890.00%21CommonNONE
50187T106LGIHLGI HOMES INC$15,0480.00%291CommonNONE
501044101KRKROGER CO$14,9650.00%222CommonNONE
45168D104IDXXIDEXX LABS INC$14,6950.00%23CommonNONE
464288273SCZISHARES TR$14,6540.00%191CommonSOLE
98389B100XELXCEL ENERGY INC$14,4360.00%179CommonNONE
37045V100GMGENERAL MTRS CO$14,3890.00%236CommonNONE
254687106DISDISNEY WALT CO$14,0840.00%123CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$13,8640.00%31CommonNONE
001055102AFLAFLAC INC$13,4040.00%120CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$13,3480.00%38CommonNONE
14149Y108CAHCARDINAL HEALTH INC$13,3420.00%85CommonNONE
92537N108VRTVERTIV HOLDINGS CO$13,1240.00%87CommonNONE
744320102PRUPRUDENTIAL FINL INC$12,9680.00%125CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$12,8120.00%37CommonNONE
G0450A105ACGLARCH CAP GROUP LTD$12,7020.00%140CommonNONE
14316J108CGCARLYLE GROUP INC$12,6650.00%202CommonNONE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$12,6240.00%514CommonSOLE
745867101PHMPULTE GROUP INC$12,4200.00%94CommonNONE
806857108SLBSLB LIMITED$12,3040.00%358CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$12,2490.00%138CommonNONE
718546104PSXPHILLIPS 66$11,9700.00%88CommonNONE
871607107SNPSSYNOPSYS INC$11,8410.00%24CommonNONE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$11,8200.00%120CommonSOLE
464286608EZUISHARES INC$11,5830.00%187CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$11,5820.00%593CommonNONE
50155Q100KDKYNDRYL HLDGS INC$10,6910.00%356CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$10,6890.00%35CommonSOLE
87612E110TGTTARGET CORP$10,4950.00%117CommonNONE
852234103XYZBLOCK INC$10,1900.00%141CommonNONE
670346105NUENUCOR CORP$10,0220.00%74CommonNONE
913903100UHSUNIVERSAL HLTH SVCS INC$10,0180.00%49CommonNONE
92840M102VSTVISTRA CORP$9,9920.00%51CommonNONE
534187109LNCLINCOLN NATL CORP IND$9,9210.00%246CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$9,7750.00%35CommonNONE
594972408MSTRSTRATEGY INC$9,6660.00%30CommonNONE
040413205ANETARISTA NETWORKS INC$9,6170.00%66CommonNONE
200525103CBSHCOMMERCE BANCSHARES INC$9,5020.00%159CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$9,3460.00%119CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$9,2150.00%19CommonNONE
30161N101EXCEXELON CORP$9,1820.00%204CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$9,0260.00%103CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$8,8780.00%90CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$8,8240.00%166CommonNONE
891092108TTCTORO CO$8,6870.00%114CommonSOLE
053332102AZOAUTOZONE INC$8,5800.00%2CommonNONE
G54950103LINLINDE PLC$8,5500.00%18CommonNONE
670837103OGEOGE ENERGY CORP$8,0510.00%174CommonNONE
85254J102STAGSTAG INDL INC$7,8340.00%222CommonNONE
303075105FDSFACTSET RESH SYS INC$7,7350.00%27CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$7,6610.00%96CommonSOLE
88033G407THCTENET HEALTHCARE CORP$7,5120.00%37CommonNONE
23331A109DHID R HORTON INC$7,2870.00%43CommonSOLE
025072604AVEMAMERICAN CENTY ETF TR$7,2860.00%97CommonSOLE
H1467J104CBCHUBB LIMITED$7,0560.00%25CommonNONE
40434L105HPQHP INC$7,0530.00%259CommonSOLE
92939U106WECWEC ENERGY GROUP INC$6,8750.00%60CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$6,8650.00%14CommonNONE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$6,8400.00%15CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$6,7950.00%21CommonNONE
291011104EMREMERSON ELEC CO$6,6900.00%51CommonNONE
79466L302CRMSALESFORCE INC$6,6360.00%28CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$6,6040.00%29CommonNONE
278865100ECLECOLAB INC$6,5730.00%24CommonNONE
949746101WMT2WELLS FARGO CO NEW$6,5380.00%78CommonNONE
912008109USFDUS FOODS HLDG CORP$6,5130.00%85CommonNONE
26875P101EOGEOG RES INC$6,5030.00%58CommonNONE
668771108GENGEN DIGITAL INC$6,5010.00%229CommonNONE
05464C101AXONAXON ENTERPRISE INC$6,4590.00%9CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$6,3930.00%163CommonNONE
252131107DXCMDEXCOM INC$6,3250.00%94CommonNONE
74762E106QUANTA SVCS INC$6,2160.00%15CommonNONE
149123101CATCATERPILLAR INC$6,2030.00%13CommonNONE
03990B101ARESARES MANAGEMENT CORPORATION$6,0760.00%38CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$6,0660.00%78CommonNONE
46432F339QUALISHARES TR$6,0300.00%31CommonSOLE
247361702DALDELTA AIR LINES INC DEL$6,0160.00%106CommonNONE
143130102KMXCARMAX INC$5,8330.00%130CommonNONE
808513105SCHWSCHWAB CHARLES CORP$5,8240.00%61CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$5,7610.00%147CommonNONE
910047109UALUNITED AIRLS HLDGS INC$5,6940.00%59CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$5,6230.00%10CommonNONE
83444M101SOLVSOLVENTUM CORP$5,6210.00%77CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$5,3690.00%55CommonNONE
95040Q104WELLWELLTOWER INC$5,1670.00%29CommonNONE
31620M106FISFIDELITY NATL INFORMATION SV$5,1430.00%78CommonNONE
680223104ORIOLD REP INTL CORP$5,1380.00%121CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$5,0670.00%27CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$5,0640.00%12CommonNONE
45073V108ITTITT INC$5,0060.00%28CommonNONE
55261F104MTBM & T BK CORP$4,9410.00%25CommonNONE
18915M107NETCLOUDFLARE INC$4,9360.00%23CommonNONE
915271100UVSPUNIVEST FINANCIAL CORPORATIO$4,9230.00%164CommonNONE
778296103ROSTROSS STORES INC$4,8770.00%32CommonNONE
013091103ACIALBERTSONS COS INC$4,8150.00%275CommonNONE
929740108WABWABTEC$4,8110.00%24CommonNONE
052769106ADSKAUTODESK INC$4,7650.00%15CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$4,6630.00%51CommonSOLE
617446448MSMORGAN STANLEY$4,6090.00%29CommonNONE
631103108NDAQNASDAQ INC$4,5990.00%52CommonNONE
781846308RUSHBRUSH ENTERPRISES INC$4,5930.00%80CommonNONE
00724F101ADBEADOBE INC$4,5860.00%13CommonNONE
526057104LENLENNAR CORP$4,5380.00%36CommonNONE
737446104POSTPOST HLDGS INC$4,5140.00%42CommonNONE
57638P104MBCMASTERBRAND INC$4,4250.00%336CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$4,4110.00%17CommonNONE
16119P108CHTRCHARTER COMMUNICATIONS INC N$4,4020.00%16CommonNONE
871829107SYYSYSCO CORP$4,3640.00%53CommonNONE
410867105THGHANOVER INS GROUP INC$4,3590.00%24CommonNONE
98980L101ZNGAZOOM COMMUNICATIONS INC$4,2080.00%51CommonNONE
036752103ELVELEVANCE HEALTH INC FORMERLY$4,2000.00%13CommonNONE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$4,1340.00%16CommonNONE
380237107GDDYGODADDY INC$4,1050.00%30CommonNONE
451107106IDAIDACORP INC$4,0970.00%31CommonNONE
98138H101WDAYWORKDAY INC$4,0920.00%17CommonNONE
759351604RGAREINSURANCE GRP OF AMERICA I$4,0350.00%21CommonNONE
21871X109CRBGCOREBRIDGE FINL INC$4,0060.00%125CommonNONE
22052L104CTVACORTEVA INC$3,9900.00%59CommonSOLE
857477103STTSTATE STR CORP$3,9440.00%34CommonNONE
032654105ADIANALOG DEVICES INC$3,9310.00%16CommonNONE
22160N109CSGPCOSTAR GROUP INC$3,8810.00%46CommonNONE
443510607HUBBHUBBELL INC$3,8730.00%9CommonNONE
256677105DGDOLLAR GEN CORP NEW$3,7210.00%36CommonNONE
81762P102NOWSERVICENOW INC$3,6820.00%4CommonNONE
12503M108CBOECBOE GLOBAL MKTS INC$3,6790.00%15CommonNONE
09260D107BXBLACKSTONE INC$3,5880.00%21CommonNONE
235851102DHRDANAHER CORPORATION$3,5690.00%18CommonNONE
440452100HRLHORMEL FOODS CORP$3,4390.00%139CommonSOLE
35137L204FOXFOX CORP$3,4370.00%60CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$3,4040.00%53CommonNONE
126408103CSXCSX CORP$3,3740.00%95CommonNONE
98978V103ZTSZOETIS INC$3,3650.00%23CommonNONE
422806208HEI/AHEICO CORP NEW$3,3040.00%13CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$3,2900.00%10CommonNONE
902681105UGIUGI CORP NEW$3,2590.00%98CommonNONE
431284108HIWHIGHWOODS PPTYS INC$3,2130.00%101CommonNONE
29261A100EHCENCOMPASS HEALTH CORP$3,1760.00%25CommonNONE
833445109SNOWSNOWFLAKE INC$3,1580.00%14CommonNONE
156431108CENXCENTURY ALUM CO$3,1420.00%107CommonNONE
172908105CTASCINTAS CORP$3,0790.00%15CommonNONE
533900106LECOLINCOLN ELEC HLDGS INC$3,0660.00%13CommonNONE
012653101ALBALBEMARLE CORP$3,0000.00%37CommonNONE
48020Q107JLLJONES LANG LASALLE INC$2,9830.00%10CommonNONE
406216101HALHALLIBURTON CO$2,9270.00%119CommonNONE
88339J105TTDTHE TRADE DESK INC$2,8910.00%59CommonNONE
302130109EXPDEXPEDITORS INTL WASH INC$2,8200.00%23CommonNONE
89417E113TRAVELERS COMPANIES INC$2,7920.00%10CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$2,7880.00%59CommonNONE
244199105DEDEERE & CO$2,7440.00%6CommonNONE
64110D104NTAPNETAPP INC$2,7250.00%23CommonNONE
319383204BUSEFIRST BUSEY CORP$2,7080.00%117CommonNONE
69331C108PCGPG&E CORP$2,6990.00%179CommonNONE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$2,6930.00%30CommonNONE
894164102TNLTRAVEL PLUS LEISURE CO$2,6770.00%45CommonNONE
893641100TDGTRANSDIGM GROUP INC$2,6360.00%2CommonNONE
49456B101KMIKINDER MORGAN INC DEL$2,6330.00%93CommonNONE
127097103CTRACOTERRA ENERGY INC$2,5300.00%107CommonNONE
159864107CRLCHARLES RIV LABS INTL INC$2,5030.00%16CommonNONE
025072802AVDVAMERICAN CENTY ETF TR$2,4930.00%28CommonSOLE
780287108RGLDROYAL GOLD INC$2,4070.00%12CommonNONE
918204108VFCV F CORP$2,3810.00%165CommonSOLE
172755100CRUSCIRRUS LOGIC INC$2,3810.00%19CommonNONE
134429109CPBTHE CAMPBELLS COMPANY$2,3370.00%74CommonNONE
053484101AVBAVALONBAY CMNTYS INC$2,3180.00%12CommonNONE
682189105ONON SEMICONDUCTOR CORP$2,3180.00%47CommonNONE
743315103PGRPROGRESSIVE CORP$2,2230.00%9CommonNONE
189054109CLXCLOROX CO DEL$2,2190.00%18CommonNONE
285512109EAELECTRONIC ARTS INC$2,2190.00%11CommonNONE
23918K108DVADAVITA INC$2,1260.00%16CommonNONE
56585A102MPCMARATHON PETE CORP$2,1200.00%11CommonNONE
64828T201RITMRITHM CAPITAL CORP$2,1070.00%185CommonNONE
655844108NSCNORFOLK SOUTHN CORP$2,1030.00%7CommonNONE
457187102INGRINGREDION INC$2,0760.00%17CommonNONE
436893200HOMBHOME BANCSHARES INC$2,0660.00%73CommonNONE
00846U101AAGILENT TECHNOLOGIES INC$2,0540.00%16CommonNONE
90984P303UCBUNITED CMNTY BKS BLAIRSVLE G$2,0380.00%65CommonNONE
031652100AMKRAMKOR TECHNOLOGY INC$1,9880.00%70CommonNONE
57667L107MTCHMATCH GROUP INC NEW$1,9420.00%55CommonNONE
008252108AMGAFFILIATED MANAGERS GROUP IN$1,9070.00%8CommonNONE
751212101RLRALPH LAUREN CORP$1,8810.00%6CommonNONE
12769G100CZRCAESARS ENTERTAINMENT INC NE$1,8370.00%68CommonNONE
228368106CCKCROWN HLDGS INC$1,8350.00%19CommonNONE
50050N103KTBKONTOOR BRANDS INC$1,8350.00%23CommonSOLE
G3265R107APTVAPTIV PLC$1,8110.00%21CommonNONE
10922N103BHFBRIGHTHOUSE FINL INC$1,8050.00%34CommonNONE
500754106KHCKRAFT HEINZ CO$1,7190.00%66CommonNONE
058498106BALLBALL CORP$1,7140.00%34CommonNONE
G61188101LBTYALIBERTY GLOBAL LTD$1,7080.00%149CommonNONE
91913Y100VLOVALERO ENERGY CORP$1,7030.00%10CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$1,6820.00%20CommonNONE
337738108FISVFISERV INC$1,6760.00%13CommonNONE
74164M108PRIPRIMERICA INC$1,6660.00%6CommonNONE
281020107EIXEDISON INTL$1,6580.00%30CommonNONE
G4474Y214JHGJANUS HENDERSON GROUP PLC$1,6470.00%37CommonNONE
756109104OREALTY INCOME CORP$1,6410.00%27CommonNONE
49177J102KVUEKENVUE INC$1,6070.00%99CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$1,5670.00%4CommonNONE
749607107RLIRLI CORP$1,5660.00%24CommonNONE
00090Q103ADTADT INC DEL$1,5500.00%178CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$1,5400.00%15CommonNONE
117043109BCBRUNSWICK CORP$1,4550.00%23CommonNONE
125523100CITHE CIGNA GROUP$1,4410.00%5CommonNONE
457669307INSMINSMED INC$1,4400.00%10CommonNONE
88579Y101MMM3M CO$1,3970.00%9CommonNONE
704326107PAYXPAYCHEX INC$1,3940.00%11CommonNONE
12572Q105CMECME GROUP INC$1,3510.00%5CommonNONE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$1,3410.00%20CommonNONE
254543101DIODDIODES INC$1,3300.00%25CommonNONE
12621E103CNOCNO FINL GROUP INC$1,2260.00%31CommonNONE
G0084W101ADNTADIENT PLC$1,2040.00%50CommonSOLE
654106103NKENIKE INC$1,1850.00%17CommonNONE
78410G104SBACSBA COMMUNICATIONS CORP NEW$1,1600.00%6CommonNONE
45167R104IEXIDEX CORP$1,1390.00%7CommonNONE
147448104CWSTCASELLA WASTE SYS INC$1,1390.00%12CommonNONE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$1,1210.00%21CommonNONE
45827U109INTAINTAPP INC$1,1040.00%27CommonNONE
N20944109CNHCNH INDL N V$1,0740.00%99CommonNONE
574599106MASMASCO CORP$1,0560.00%15CommonSOLE
233331107DTEDTE ENERGY CO$9900.00%7CommonNONE
30034W106EVRGEVERGY INC$9120.00%12CommonNONE
032797300AVXLANAVEX LIFE SCIENCES CORP$8900.00%100CommonNONE
69932A204PSKYPARAMOUNT SKYDANCE CORP$8510.00%45CommonSOLE
35952H700FCELFUELCELL ENERGY INC$7800.00%100CommonSOLE
537008104LFUSLITTELFUSE INC$7770.00%3CommonNONE
16411R208LNGCHENIERE ENERGY INC$7050.00%3CommonNONE
487836108KKELLANOVA$6560.00%8CommonNONE
15189T107CNPCENTERPOINT ENERGY INC$6210.00%16CommonNONE
418056107HASHASBRO INC$6070.00%8CommonNONE
125896100CMSCMS ENERGY CORP$5860.00%8CommonNONE
237194105DRIDARDEN RESTAURANTS INC$5710.00%3CommonNONE
29670G102WTRGESSENTIAL UTILS INC$5590.00%14CommonNONE
412822108HOGHARLEY DAVIDSON INC$5580.00%20CommonNONE
217204106CPRTCOPART INC$5400.00%12CommonNONE
018802108LNTALLIANT ENERGY CORP$5390.00%8CommonNONE
759916109RGENREPLIGEN CORP$5350.00%4CommonNONE
00971T101AKAMAKAMAI TECHNOLOGIES INC$5300.00%7CommonNONE
30214U102EXPOEXPONENT INC$4860.00%7CommonNONE
03676B102AMANTERO MIDSTREAM CORP$4670.00%24CommonNONE
962166104WYWEYERHAEUSER CO MTN BE$4460.00%18CommonNONE
60786M105MCMOELIS & CO$4280.00%6CommonNONE
942622200WSOWATSCO INC$4040.00%1CommonNONE
833034101SNASNAP ON INC$3470.00%1CommonNONE
23345M107DTMDT MIDSTREAM INC$3390.00%3CommonNONE
646025106NJRNEW JERSEY RES CORP$3370.00%7CommonNONE
018522300AEBAALLETE INC$3320.00%5CommonNONE
389930207BTCGRAYSCALE BITCOIN MINI TR ET$3040.00%6CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC$2820.00%8CommonNONE
553530106MSMMSC INDL DIRECT INC$2760.00%3CommonNONE
12541W209CHRWC H ROBINSON WORLDWIDE INC$2650.00%2CommonNONE
19247A100CNSCOHEN & STEERS INC$1970.00%3CommonNONE
76171L106REYNREYNOLDS CONSUMER PRODS INC$1710.00%7CommonNONE
093671105HRBBLOCK H & R INC$1010.00%2CommonNONE
636180101NFGNATIONAL FUEL GAS CO$920.00%1CommonNONE
H8817H100RIGTRANSOCEAN LTD$500.00%16CommonSOLE

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.