MondegarAI
D'Orazio & Associates, Inc.

Q2 2025 · 13F-HR

D'Orazio & Associates, Inc.holdings as filed

Filed 2025-08-08 · accession 0001085146-25-004705

$709.7M
Reported value
279
Positions
2025-06-30
Period end
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The Brief · D'Orazio & Associates, Inc. · Q2 2025

AI · grounded in 13F

D'Orazio & Associates, Inc. established a new position in VTI valued at $119.9M. The fund also initiated new stakes in BAH for $68.9M and IQLT for $50.3M. Additional new positions include JPIE at $39.4M, BRK/B at $37.3M, and QQQM at $34.3M. The fund ended the period with 277 positions and total AUM of $709.7M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908769VTIVANGUARD INDEX FDS$119.9M16.9%394,470CommonNONE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$67.8M9.56%651,339CommonNONE
46434V456IQLTISHARES TR$50.3M7.09%1,164,827CommonNONE
46641Q159JPIEJ P MORGAN EXCHANGE TRADED F$39.4M5.55%851,022CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$37.3M5.26%76,846CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$34.3M4.84%151,160CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$32.4M4.57%568,670CommonNONE
46434V621DGROISHARES TR$30.4M4.28%474,869CommonNONE
46137V431SPGPINVESCO EXCHANGE TRADED FD T$21.5M3.03%199,700CommonNONE
46090E103QQQINVESCO QQQ TR$20.6M2.90%37,361CommonNONE
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$15.9M2.25%265,388CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$15.1M2.13%48,377CommonNONE
594918104MSFTMICROSOFT CORP$12.3M1.73%24,694CommonNONE
025072802AVDVAMERICAN CENTY ETF TR$10.4M1.47%131,449CommonNONE
037833100AAPLAPPLE INC$7.9M1.11%38,390CommonNONE
46436E403GARPISHARES TR$7.4M1.04%122,431CommonNONE
922908363VOOVANGUARD INDEX FDS$7.0M0.98%12,262CommonNONE
67066G104NVDANVIDIA CORPORATION$6.9M0.97%43,711CommonNONE
539830109LMTLOCKHEED MARTIN CORP$6.5M0.92%14,071CommonNONE
025072604AVEMAMERICAN CENTY ETF TR$6.3M0.89%91,659CommonNONE
023135106AMZNAMAZON COM INC$4.4M0.62%20,074CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$3.7M0.51%17,851CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$3.4M0.47%67,944CommonNONE
30303M102METAMETA PLATFORMS INC$2.9M0.40%3,879CommonNONE
88162G103TTEKTETRA TECH INC NEW$2.9M0.40%79,274CommonNONE
46432F396MTUMISHARES TR$2.8M0.40%11,692CommonNONE
72201R775BONDPIMCO ETF TR$2.7M0.38%29,591CommonNONE
571903202MARMARRIOTT INTL INC NEW$2.5M0.36%9,275CommonNONE
46138E222IDMOINVESCO EXCH TRADED FD TR II$2.5M0.35%48,637CommonNONE
11135F101AVGOBROADCOM INC$2.4M0.33%8,616CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$2.3M0.32%42,148CommonNONE
922020748VCRBVANGUARD MALVERN FDS$2.3M0.32%29,450CommonNONE
02079K305GOOGLALPHABET INC$2.2M0.32%12,724CommonNONE
02079K107GOOGALPHABET INC$2.2M0.32%12,616CommonNONE
92826C839VVISA INC$2.2M0.31%6,151CommonNONE
78463V107GLDSPDR GOLD TR$2.1M0.30%7,001CommonNONE
87305R109TTMITTM TECHNOLOGIES INC$2.1M0.29%50,442CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$1.9M0.27%81,745CommonNONE
03662Q105AKXANSYS INC$1.9M0.27%5,400CommonNONE
88160R101TSLATESLA INC$1.9M0.26%5,903CommonNONE
64110L106NFLXNETFLIX INC$1.8M0.25%1,336CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.8M0.25%6,147CommonNONE
718172109PMPHILIP MORRIS INTL INC$1.7M0.24%9,538CommonNONE
931142103WMTWALMART INC$1.7M0.24%17,306CommonNONE
848574109S9QSPIRIT AEROSYSTEMS HLDGS INC$1.7M0.24%44,017CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$1.7M0.23%29,170CommonNONE
252131107DXCMDEXCOM INC$1.6M0.22%17,779CommonNONE
532457108LLYELI LILLY & CO$1.5M0.22%1,984CommonNONE
464287150ITOTISHARES TR$1.5M0.21%11,181CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$1.5M0.21%1,513CommonNONE
478160104JNJJOHNSON & JOHNSON$1.5M0.21%9,770CommonNONE
68389X105ORCLORACLE CORP$1.5M0.21%6,678CommonNONE
15101Q207CLSCELESTICA INC$1.5M0.20%9,316CommonNONE
922908751VBVANGUARD INDEX FDS$1.3M0.18%5,371CommonNONE
437076102HDHOME DEPOT INC$1.2M0.17%3,325CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$1.2M0.17%3,977CommonNONE
438516106HONHONEYWELL INTL INC$1.1M0.16%4,800CommonNONE
30231G102XOMEXXON MOBIL CORP$1.1M0.15%10,197CommonNONE
548661107LOWLOWES COS INC$1.1M0.15%4,783CommonNONE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$1.0M0.15%10,000CALLNONE
02209S103MOALTRIA GROUP INC$967,6640.14%16,505CommonNONE
759530108RELXRELX PLC$951,1680.13%17,504CommonNONE
57636Q104MAMASTERCARD INCORPORATED$950,8030.13%1,692CommonNONE
742718109PGPROCTER AND GAMBLE CO$932,8980.13%5,855CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$909,7920.13%6,674CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$877,4510.12%2,977CommonNONE
00287Y109ABBVABBVIE INC$876,5110.12%4,722CommonNONE
191216100KOCOCA COLA CO$869,8470.12%12,295CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$856,4050.12%9,401CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$801,8690.11%1,298CommonNONE
46432F339QUALISHARES TR$791,4690.11%4,329CommonNONE
031162100AMGNAMGEN INC$768,4170.11%2,752CommonNONE
110448107BTIBRITISH AMERN TOB PLC$760,4040.11%16,066CommonNONE
002824100ABTABBOTT LABS$743,5570.10%5,467CommonNONE
58155Q103MCKMCKESSON CORP$737,9100.10%1,007CommonNONE
303250104FICOFAIR ISAAC CORP$727,5290.10%398CommonNONE
G65163100JOBYJOBY AVIATION INC$722,8860.10%68,520CommonNONE
04911A107AUBATLANTIC UN BANKSHARES CORP$698,4830.10%22,330CommonNONE
06738E204BCSBARCLAYS PLC$691,9390.10%37,221CommonNONE
17275R102CSCOCISCO SYS INC$691,2530.10%9,963CommonNONE
53263P105LMBLIMBACH HLDGS INC$658,0500.09%4,697CommonNONE
00206R102TAT&T INC$657,6010.09%22,723CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$625,7440.09%2,029CommonNONE
166764100CVXCHEVRON CORP NEW$624,8510.09%4,364CommonNONE
78468R408SJNKSPDR SERIES TRUST$621,4070.09%24,388CommonNONE
92204A702VGTVANGUARD WORLD FD$620,5690.09%936CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$610,2250.09%14,103CommonNONE
580135101MCDMCDONALDS CORP$609,2870.09%2,085CommonNONE
639057207NWGNATWEST GROUP PLC$608,6060.09%43,011CommonNONE
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$601,5210.08%12,782CommonNONE
25434V724DFUVDIMENSIONAL ETF TRUST$597,9670.08%14,143CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$596,7090.08%103CommonNONE
97717X131IQDGWISDOMTREE TR$596,4950.08%15,048CommonNONE
375558103GILDGILEAD SCIENCES INC$591,3810.08%5,334CommonNONE
79466L302CRMSALESFORCE INC$583,4330.08%2,140CommonNONE
14149Y108CAHCARDINAL HEALTH INC$574,5600.08%3,420CommonNONE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTA$553,8280.08%36,033CommonNONE
172908105CTASCINTAS CORP$548,0380.08%2,459CommonNONE
03831W108APPAPPLOVIN CORP$543,8840.08%1,554CommonNONE
46432F842IEFAISHARES TR$543,5990.08%6,512CommonNONE
92204A504VHTVANGUARD WORLD FD$531,4480.07%2,140CommonNONE
29084Q100EMEEMCOR GROUP INC$524,4290.07%980CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$519,2670.07%17,777CommonNONE
369604301GEGE AEROSPACE$512,2070.07%1,990CommonNONE
G25508105CRHCRH PLC$503,2480.07%5,482CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$499,8120.07%2,286CommonNONE
316092808FTECFIDELITY COVINGTON TRUST$498,6670.07%2,528CommonNONE
278642103EBAYEBAY INC.$497,3190.07%6,679CommonNONE
92204A603VISVANGUARD WORLD FD$488,1630.07%1,743CommonNONE
66987V109NVSNOVARTIS AG$474,1180.07%3,918CommonNONE
31810T101FINVFINVOLUTION GROUP$463,2880.07%48,870CommonNONE
75513E101RTXRTX CORPORATION$461,5960.07%3,161CommonNONE
D18190898DBDEUTSCHE BANK A G$457,7050.06%15,632CommonNONE
46429B663HDVISHARES TR$456,8460.06%3,899CommonNONE
91912E105VALEVALE S A$451,9520.06%46,545CommonNONE
00724F101ADBEADOBE INC$444,5260.06%1,149CommonNONE
922908736VUGVANGUARD INDEX FDS$443,4020.06%1,011CommonNONE
46641Q647JMUBJ P MORGAN EXCHANGE TRADED F$437,3790.06%8,811CommonNONE
172967424CCITIGROUP INC$432,2630.06%5,078CommonNONE
808524755FNDFSCHWAB STRATEGIC TR$431,4930.06%10,782CommonNONE
461202103INTUINTUIT$425,3990.06%540CommonNONE
416515104HIGHARTFORD INSURANCE GROUP INC$423,8730.06%3,341CommonNONE
482480100KLACKLA CORP$418,3110.06%467CommonNONE
747525103QCOMQUALCOMM INC$411,6370.06%2,585CommonNONE
78409V104SPGIS&P GLOBAL INC$410,7590.06%779CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$409,1370.06%2,195CommonNONE
803054204SAPSAP SE$405,9740.06%1,335CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$405,4050.06%4,498CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$404,2850.06%1,785CommonNONE
704326107PAYXPAYCHEX INC$400,4520.06%2,753CommonNONE
09290D101BLKBLACKROCK INC$400,1460.06%381CommonNONE
745867101PHMPULTE GROUP INC$395,5810.06%3,751CommonNONE
149123101CATCATERPILLAR INC$392,6820.06%1,012CommonNONE
464287200IVVISHARES TR$392,5690.06%632CommonNONE
655844108NSCNORFOLK SOUTHN CORP$388,4740.05%1,518CommonNONE
743315103PGRPROGRESSIVE CORP$383,1420.05%1,436CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$382,2750.05%1,429CommonNONE
81762P102NOWSERVICENOW INC$377,3060.05%367CommonNONE
G54950103LINLINDE PLC$377,2210.05%804CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$376,3070.05%1,703CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$369,5170.05%3,014CommonNONE
713448108PEPPEPSICO INC$369,2680.05%2,797CommonNONE
G29183103ETNEATON CORP PLC$368,4140.05%1,032CommonNONE
H42097107UBSUBS GROUP AG$366,4400.05%10,835CommonNONE
94106L109WMWASTE MGMT INC DEL$366,3210.05%1,601CommonNONE
670100205NVONOVO-NORDISK A S$359,2500.05%5,205CommonNONE
88579Y101MMM3M CO$356,3940.05%2,341CommonNONE
842587107SOSOUTHERN CO$354,5560.05%3,861CommonNONE
46591M109JOYYJOYY INC$348,3270.05%6,842CommonNONE
14040H105COFCAPITAL ONE FINL CORP$346,3480.05%1,628CommonNONE
025816109AXPAMERICAN EXPRESS CO$345,7930.05%1,084CommonNONE
001055102AFLAFLAC INC$345,6980.05%3,278CommonNONE
624756102MLIMUELLER INDS INC$342,6750.05%4,312CommonNONE
291011104EMREMERSON ELEC CO$340,6590.05%2,555CommonNONE
466313103JBLJABIL INC$336,5290.05%1,543CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$334,2260.05%5,686CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$330,5550.05%3,027CommonNONE
194162103CLCOLGATE PALMOLIVE CO$324,0080.05%3,564CommonNONE
34959E109FTNTFORTINET INC$322,8690.05%3,054CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$321,0480.05%2,721CommonNONE
48251W104KKRKKR & CO INC$319,6720.05%2,403CommonNONE
872590104TMUST-MOBILE US INC$319,2690.04%1,340CommonNONE
97717Y477QGRWWISDOMTREE TR$318,9450.04%6,069CommonNONE
56501R106MFCMANULIFE FINL CORP$317,2670.04%9,927CommonNONE
855244109SBUXSTARBUCKS CORP$317,2380.04%3,462CommonNONE
73933G202PSIXPOWER SOLUTIONS INTL INC$314,8630.04%4,868CommonNONE
17133Q502CHTCHUNGHWA TELECOM CO LTD$313,2200.04%6,720CommonNONE
452308109ITWILLINOIS TOOL WKS INC$312,0300.04%1,262CommonNONE
650111107NYTNEW YORK TIMES CO$310,4530.04%5,546CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$305,7480.04%432CommonNONE
45867G101IDCCINTERDIGITAL INC$302,2630.04%1,348CommonNONE
209115104EDCONSOLIDATED EDISON INC$297,8780.04%2,968CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$295,9810.04%4,044CommonNONE
12503M108CBOECBOE GLOBAL MKTS INC$294,0780.04%1,261CommonNONE
12532H104GIBCGI INC$293,7340.04%2,802CommonNONE
02072L672SHOCEA SERIES TRUST$290,6460.04%5,470CommonNONE
443510607HUBBHUBBELL INC$289,9720.04%710CommonNONE
760759100RSGREPUBLIC SVCS INC$289,7670.04%1,175CommonNONE
595112103MUMICRON TECHNOLOGY INC$289,5150.04%2,349CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$283,5170.04%1,998CommonNONE
501044101KRKROGER CO$282,6880.04%3,941CommonNONE
872540109TJXTJX COS INC NEW$281,8050.04%2,282CommonNONE
715684106TLKP T TELEKOMUNIKASI INDONESIA$281,7640.04%16,633CommonNONE
697435105PANWPALO ALTO NETWORKS INC$278,9250.04%1,363CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$274,0690.04%1,082CommonNONE
12008R107BLDRBUILDERS FIRSTSOURCE INC$271,6550.04%2,328CommonNONE
032095101APHAMPHENOL CORP NEW$269,1450.04%2,726CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$268,1330.04%10,118CommonNONE
56585A102MPCMARATHON PETE CORP$266,7730.04%1,606CommonNONE
609207105MDLZMONDELEZ INTL INC$266,0750.04%3,945CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$265,8630.04%2,475CommonNONE
949746101WMT2WELLS FARGO CO NEW$265,8350.04%3,318CommonNONE
191241108KOFCOCA-COLA FEMSA SAB DE CV$265,7180.04%2,747CommonNONE
867224107SUSUNCOR ENERGY INC NEW$263,0490.04%7,024CommonNONE
46137V498XSMOINVESCO EXCHANGE TRADED FD T$262,2180.04%3,855CommonNONE
907818108UNPUNION PAC CORP$260,9110.04%1,134CommonNONE
053332102AZOAUTOZONE INC$259,8570.04%70CommonNONE
442487401HOVHOVNANIAN ENTERPRISES INC$256,9840.04%2,458CommonNONE
89832Q109TFCTRUIST FINL CORP$256,9090.04%5,976CommonNONE
617446448MSMORGAN STANLEY$256,3660.04%1,820CommonNONE
G5960L103MDTMEDTRONIC PLC$255,7570.04%2,934CommonNONE
20030N101CMCSACOMCAST CORP NEW$255,7550.04%7,166CommonNONE
30225T102EXREXTRA SPACE STORAGE INC$254,4290.04%1,726CommonNONE
064058100BKBANK NEW YORK MELLON CORP$252,3750.04%2,770CommonNONE
87936R205VIVTELEFONICA BRASIL SA$252,2940.04%22,131CommonNONE
09260D107BXBLACKSTONE INC$252,1920.04%1,686CommonNONE
615369105MCOMOODYS CORP$251,7990.04%502CommonNONE
199908104FIXCOMFORT SYS USA INC$248,6800.04%464CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$247,9920.03%2,658CommonNONE
808524672SCHYSCHWAB STRATEGIC TR$247,2130.03%9,039CommonNONE
36828A101GEVGE VERNOVA INC$246,0550.03%465CommonNONE
808524730FNDESCHWAB STRATEGIC TR$245,3030.03%7,431CommonNONE
456788108INFYINFOSYS LTD$245,0970.03%13,227CommonNONE
453038408IMOIMPERIAL OIL LTD$243,5270.03%3,064CommonNONE
46435G425ESGUISHARES TR$243,2700.03%1,798CommonNONE
528877103LXLEXINFINTECH HLDGS LTD$243,0280.03%33,707CommonNONE
25434V609DFATDIMENSIONAL ETF TRUST$241,9030.03%4,483CommonNONE
29452E101EQHEQUITABLE HLDGS INC$241,7910.03%4,310CommonNONE
16119P108CHTRCHARTER COMMUNICATIONS INC N$240,3810.03%588CommonNONE
404280406HSBCHSBC HLDGS PLC$239,9390.03%3,947CommonNONE
717081103PFEPFIZER INC$239,7240.03%9,890CommonNONE
311900104FASTFASTENAL CO$235,3680.03%5,604CommonNONE
H1467J104CBCHUBB LIMITED$232,8160.03%804CommonNONE
29082A107EMBJEMBRAER S.A.$232,0150.03%4,077CommonNONE
464287309IVWISHARES TR$231,5410.03%2,103CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$229,2060.03%716CommonNONE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$228,7950.03%11,188CommonNONE
142339100CSLCARLISLE COS INC$227,7740.03%610CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$225,8770.03%1,565CommonNONE
020002101ALLALLSTATE CORP$224,3850.03%1,115CommonNONE
876030107TPRTAPESTRY INC$223,2140.03%2,542CommonNONE
62944T105NVRNVR INC$221,5700.03%30CommonNONE
026874784AIGAMERICAN INTL GROUP INC$220,3090.03%2,574CommonNONE
48268K101KTKT CORP$220,2270.03%10,598CommonNONE
48241A105KBKB FINL GROUP INC$219,8550.03%2,662CommonNONE
808513105SCHWSCHWAB CHARLES CORP$219,7800.03%2,409CommonNONE
244199105DEDEERE & CO$218,6510.03%430CommonNONE
03073E105CORCENCORA INC$218,2910.03%728CommonNONE
92763W103VIPSVIPSHOP HLDGS LTD$218,2410.03%14,501CommonNONE
366651107ITGARTNER INC$217,4710.03%538CommonNONE
58933Y105MRKMERCK & CO INC$216,0280.03%2,729CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$215,5600.03%3,839CommonNONE
05964H105SANBANCO SANTANDER S.A.$212,9120.03%25,652CommonNONE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$212,2270.03%913CommonNONE
369550108GDGENERAL DYNAMICS CORP$211,1620.03%724CommonNONE
701094104PHPARKER-HANNIFIN CORP$210,9380.03%302CommonNONE
V5633W109MMYTMAKEMYTRIP LIMITED MAURITIUS$208,7830.03%2,130CommonNONE
060505104BACBANK AMERICA CORP$207,8850.03%4,393CommonNONE
65339F101NEENEXTERA ENERGY INC$207,0110.03%2,982CommonNONE
008474108AEMAGNICO EAGLE MINES LTD$206,7210.03%1,738CommonNONE
902973304USBUS BANCORP DEL$206,5210.03%4,564CommonNONE
98978V103ZTSZOETIS INC$205,0750.03%1,315CommonNONE
697435105PANWPALO ALTO NETWORKS INC$204,6400.03%1,000CALLNONE
03076C106AMPAMERIPRISE FINL INC$203,8850.03%382CommonNONE
136375102CNICANADIAN NATL RY CO$203,8150.03%1,959CommonNONE
316092600FHLCFIDELITY COVINGTON TRUST$203,0800.03%3,176CommonNONE
G0403H108AONAON PLC$201,9270.03%566CommonNONE
40412C101HCAHCA HEALTHCARE INC$200,7450.03%524CommonNONE
824596100SHGSHINHAN FINANCIAL GROUP CO L$200,6900.03%4,442CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$200,1620.03%1,091CommonNONE
059460402BBDOBANCO BRADESCO S A$181,8350.03%66,606CommonNONE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$180,9080.03%14,461CommonNONE
496902404KGCKINROSS GOLD CORP$163,1940.02%10,441CommonNONE
N4732M103JBSJBS N.V.$162,8440.02%11,146CommonNONE
86562M209SMFGSUMITOMO MITSUI FINL GROUP I$158,2170.02%10,471CommonNONE
343389409FTKFLOTEK INDS INC DEL$153,4160.02%10,394CommonNONE
366505105GTXGARRETT MOTION INC$148,0440.02%14,086CommonNONE
405552100HLNHALEON PLC$140,1820.02%13,518CommonNONE
152006102CGAUCENTERRA GOLD INC$112,6210.02%15,620CommonNONE
M53213100ICLICL GROUP LTD$110,7820.02%16,102CommonNONE
583928106MFINMEDALLION FINL CORP$100,6370.01%10,560CommonNONE
539439109LYGLLOYDS BANKING GROUP PLC$90,0580.01%21,190CommonNONE
900111204TKCTURKCELL ILETISIM HIZMETLERI$88,2520.01%14,587CommonNONE
29269R105EFXTENERFLEX LTD$79,5550.01%10,083CommonNONE
747301109QUADQUAD / GRAPHICS INC$74,6480.01%13,212CommonNONE
74587V107PBYIPUMA BIOTECHNOLOGY INC$51,5430.01%15,027CommonNONE
10552T107P5YBRF SA$45,8230.01%12,554CommonNONE
42238H108BEATHEARTBEAM INC$41,2340.01%32,987CommonNONE
549498103CCIVGBPLUCID GROUP INC$38,5080.01%18,250CommonNONE

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.