MondegarAI
Klingman & Associates, LLC

Q4 2025 · 13F-HR

Klingman & Associates, LLCholdings as filed

Filed 2026-01-29 · accession 0001172661-26-000376

$2.07B
Reported value
326
Positions
2025-12-31
Period end
View analyzed profile →PRO

The Brief · Klingman & Associates, LLC · Q4 2025

AI · grounded in 13F

Klingman & Associates, LLC reduced its position in DE by 39.51%. The fund also trimmed its holdings in DDOG by 29.69% and IBDR by 11.28%. On the buy side, the firm increased its stake in IBDX by 31.33% and VTIP by 17.29%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$352.2M17.0%514,195CommonNONE
922020805VTIPVANGUARD MALVERN FDS$103.2M4.98%2,087,310CommonNONE
464287507IJHISHARES TR$99.8M4.82%1,512,766CommonNONE
46432F842IEFAISHARES TR$81.3M3.92%909,227CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$78.6M3.79%115,228CommonNONE
037833100AAPLAPPLE INC$73.9M3.57%272,012CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$71.6M3.45%1,145,549CommonNONE
78464A409SPYGSPDR SERIES TRUST$71.1M3.43%666,209CommonNONE
464287804IJRISHARES TR$68.2M3.29%567,432CommonNONE
78464A508SPYVSPDR SERIES TRUST$67.9M3.28%1,195,167CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$53.5M2.58%995,128CommonNONE
46436E205IBDUISHARES TR$36.0M1.74%1,539,005CommonNONE
46436E726IBDVISHARES TR$34.6M1.67%1,569,753CommonNONE
46138G698RWLINVESCO EXCH TRADED FD TR II$34.6M1.67%302,357CommonNONE
46429B697USMVISHARES TR$34.2M1.65%363,088CommonNONE
46436E486IBDWISHARES TR$33.4M1.61%1,580,348CommonNONE
46435U515IBDTISHARES TR$32.2M1.56%1,266,855CommonNONE
46137V613PRFINVESCO EXCHANGE TRADED FD T$32.0M1.54%681,565CommonNONE
78464A839MDYVSPDR SERIES TRUST$31.4M1.52%371,154CommonNONE
46434G103IEMGISHARES INC$31.0M1.49%460,682CommonNONE
78464A821MDYGSPDR SERIES TRUST$30.1M1.45%326,092CommonNONE
78464A763SDYSPDR SERIES TRUST$26.7M1.29%191,865CommonNONE
78464A300SLYVSPDR SERIES TRUST$25.6M1.24%281,798CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$25.2M1.22%41,828CommonNONE
174610105CFGCITIZENS FINL GROUP INC$24.9M1.20%427,017CommonNONE
46435UAA9IBDSISHARES TR$24.9M1.20%1,027,244CommonNONE
46436E312IBDXISHARES TR$22.6M1.09%886,734CommonNONE
78464A201SLYGSPDR SERIES TRUST$19.3M0.93%204,649CommonNONE
594918104MSFTMICROSOFT CORP$17.3M0.83%35,757CommonNONE
46435GAA0IBDRISHARES TR$17.3M0.83%712,284CommonNONE
922908769VTIVANGUARD INDEX FDS$15.0M0.72%44,638CommonNONE
023135106AMZNAMAZON COM INC$13.2M0.64%57,335CommonNONE
464288323NYFISHARES TR$12.6M0.61%235,756CommonNONE
464288273SCZISHARES TR$12.2M0.59%157,675CommonNONE
67066G104NVDANVIDIA CORPORATION$12.0M0.58%64,314CommonNONE
23804L103DDOGDATADOG INC$11.1M0.54%81,776CommonNONE
02079K107GOOGALPHABET INC$9.6M0.46%30,611CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$9.2M0.44%28,403CommonNONE
02079K305GOOGLALPHABET INC$8.3M0.40%26,544CommonNONE
464287622IWBISHARES TR$8.1M0.39%21,804CommonNONE
48020Q107JLLJONES LANG LASALLE INC$7.9M0.38%23,499CommonNONE
464287655IWMISHARES TR$7.8M0.38%31,608CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$7.0M0.34%13,901CommonNONE
922908363VOOVANGUARD INDEX FDS$6.9M0.33%11,055CommonNONE
33939L506TDTTFLEXSHARES TR$6.3M0.31%262,907CommonNONE
922908553VNQVANGUARD INDEX FDS$5.1M0.25%57,629CommonNONE
30231G102XOMEXXON MOBIL CORP$4.8M0.23%39,513CommonNONE
11135F101AVGOBROADCOM INC$4.6M0.22%13,154CommonNONE
464287168DVYISHARES TR$4.5M0.22%32,206CommonNONE
57636Q104MAMASTERCARD INCORPORATED$4.4M0.21%7,732CommonNONE
30303M102METAMETA PLATFORMS INC$4.3M0.21%6,486CommonNONE
464287523SOXXISHARES TR$4.2M0.20%13,969CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$4.0M0.19%55,735CommonNONE
25434V609DFATDIMENSIONAL ETF TRUST$3.8M0.19%64,428CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$3.8M0.18%51,657CommonNONE
478160104JNJJOHNSON & JOHNSON$3.7M0.18%17,792CommonNONE
88160R101TSLATESLA INC$3.5M0.17%7,890CommonNONE
464287614IWFISHARES TR$3.4M0.17%7,233CommonNONE
922908736VUGVANGUARD INDEX FDS$3.4M0.16%6,917CommonNONE
25434V807DFIVDIMENSIONAL ETF TRUST$3.3M0.16%66,367CommonNONE
92826C839VVISA INC$3.2M0.16%9,207CommonNONE
00287Y109ABBVABBVIE INC$3.0M0.15%13,168CommonNONE
464287465EFAISHARES TR$2.9M0.14%30,542CommonNONE
369604301GEGE AEROSPACE$2.9M0.14%9,500CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$2.9M0.14%3,318CommonNONE
68389X105ORCLORACLE CORP$2.8M0.14%14,407CommonNONE
922908751VBVANGUARD INDEX FDS$2.7M0.13%10,497CommonNONE
038222105AMATAPPLIED MATLS INC$2.7M0.13%10,392CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$2.6M0.13%13,603CommonNONE
922908744VTVVANGUARD INDEX FDS$2.6M0.13%13,601CommonNONE
464287630IWNISHARES TR$2.6M0.12%14,297CommonNONE
227046109CROXCROCS INC$2.5M0.12%29,741CommonNONE
46432F834IXUSISHARES TR$2.5M0.12%29,986CommonNONE
46429B663HDVISHARES TR$2.5M0.12%20,642CommonNONE
532457108LLYELI LILLY & CO$2.5M0.12%2,303CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$2.4M0.12%47,808CommonNONE
46641Q654JMSTJ P MORGAN EXCHANGE TRADED F$2.4M0.12%47,429CommonNONE
512816109LAMRLAMAR ADVERTISING CO NEW$2.4M0.12%18,997CommonNONE
464287101OEFISHARES TR$2.4M0.11%6,861CommonNONE
872540109TJXTJX COS INC NEW$2.3M0.11%14,965CommonNONE
437076102HDHOME DEPOT INC$2.2M0.11%6,518CommonNONE
742718109PGPROCTER AND GAMBLE CO$2.2M0.11%15,438CommonNONE
172967424CCITIGROUP INC$2.2M0.11%18,712CommonNONE
46431W507NEARISHARES U S ETF TR$2.1M0.10%40,413CommonNONE
72201R833MINTPIMCO ETF TR$2.1M0.10%20,500CommonNONE
754730109RJFRAYMOND JAMES FINL INC$2.0M0.09%12,225CommonNONE
46429B689EFAVISHARES TR$2.0M0.09%22,691CommonNONE
09260D107BXBLACKSTONE INC$1.9M0.09%12,553CommonNONE
931142103WMTWALMART INC$1.8M0.09%16,226CommonNONE
20464U100COMPCOMPASS INC$1.8M0.09%170,451CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$1.8M0.09%6,945CommonNONE
46090E103QQQINVESCO QQQ TR$1.7M0.08%2,802CommonNONE
922908611VBRVANGUARD INDEX FDS$1.7M0.08%8,030CommonNONE
921932885IVOOVANGUARD ADMIRAL FDS INC$1.7M0.08%14,877CommonNONE
46138G672RWKINVESCO EXCH TRADED FD TR II$1.6M0.08%12,954CommonNONE
580135101MCDMCDONALDS CORP$1.6M0.08%5,342CommonNONE
36828A101GEVGE VERNOVA INC$1.6M0.08%2,452CommonNONE
464287150ITOTISHARES TR$1.6M0.08%10,510CommonNONE
149123101CATCATERPILLAR INC$1.6M0.07%2,714CommonNONE
002824100ABTABBOTT LABS$1.6M0.07%12,389CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.5M0.07%5,132CommonNONE
244199105DEDEERE & CO$1.5M0.07%3,157CommonNONE
25434V724DFUVDIMENSIONAL ETF TRUST$1.5M0.07%31,457CommonNONE
191216100KOCOCA COLA CO$1.4M0.07%20,681CommonNONE
64110L106NFLXNETFLIX INC$1.4M0.07%15,134CommonNONE
65339F101NEENEXTERA ENERGY INC$1.4M0.07%17,574CommonNONE
922908595VBKVANGUARD INDEX FDS$1.4M0.07%4,640CommonNONE
46138G664RWJINVESCO EXCH TRADED FD TR II$1.4M0.07%28,269CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$1.3M0.06%9,264CommonNONE
464287499IWRISHARES TR$1.3M0.06%13,797CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$1.2M0.06%5,675CommonNONE
921932828VIOOVANGUARD ADMIRAL FDS INC$1.2M0.06%10,986CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$1.2M0.06%1,364CommonNONE
46654Q559JFLXJ P MORGAN EXCHANGE TRADED F$1.2M0.06%23,816CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$1.2M0.06%49,441CommonNONE
909907107UBSIUNITED BANKSHARES INC WEST V$1.2M0.06%30,692CommonNONE
17275R102CSCOCISCO SYS INC$1.2M0.06%15,256CommonNONE
617446448MSMORGAN STANLEY$1.2M0.06%6,563CommonNONE
69343T107PJTPJT PARTNERS INC$1.2M0.06%6,880CommonNONE
22266T109CPNGCOUPANG INC$1.1M0.05%47,926CommonNONE
443510607HUBBHUBBELL INC$1.1M0.05%2,525CommonNONE
25434V856DFIPDIMENSIONAL ETF TRUST$1.1M0.05%26,933CommonNONE
464287234EEMISHARES TR$1.1M0.05%20,275CommonNONE
58933Y105MRKMERCK & CO INC$1.1M0.05%10,508CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$1.1M0.05%11,970CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.1M0.05%1,879CommonNONE
060505104BACBANK AMERICA CORP$1.0M0.05%18,872CommonNONE
949746101WMT2WELLS FARGO CO NEW$1.0M0.05%10,931CommonNONE
718172109PMPHILIP MORRIS INTL INC$1.0M0.05%6,291CommonNONE
79466L302CRMSALESFORCE INC$1.0M0.05%3,793CommonNONE
09290D101BLKBLACKROCK INC$1.0M0.05%936CommonNONE
808524888SCHCSCHWAB STRATEGIC TR$1.0M0.05%21,988CommonNONE
025816109AXPAMERICAN EXPRESS CO$995,9060.05%2,692CommonNONE
75513E101RTXRTX CORPORATION$992,9280.05%5,414CommonNONE
166764100CVXCHEVRON CORP NEW$959,7260.05%6,297CommonNONE
46138E735PDNINVESCO EXCH TRADED FD TR II$900,3300.04%21,342CommonNONE
539830109LMTLOCKHEED MARTIN CORP$876,4110.04%1,812CommonNONE
25434V401DFUSDIMENSIONAL ETF TRUST$869,5700.04%11,724CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$845,6750.04%8,293CommonNONE
464288885EFGISHARES TR$834,4640.04%7,325CommonNONE
808513105SCHWSCHWAB CHARLES CORP$828,4540.04%8,292CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$828,2360.04%30,778CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$823,5420.04%2,710CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$817,8280.04%4,601CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$813,1660.04%3,797CommonNONE
778296103ROSTROSS STORES INC$799,6420.04%4,439CommonNONE
548661107LOWLOWES COS INC$797,0340.04%3,305CommonNONE
882508104TXNTEXAS INSTRS INC$789,5530.04%4,551CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$776,5230.04%145CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$754,8000.04%1CommonNONE
291011104EMREMERSON ELEC CO$753,8500.04%5,680CommonNONE
921909768VXUSVANGUARD STAR FDS$749,7990.04%9,939CommonNONE
254687106DISDISNEY WALT CO$728,0150.04%6,399CommonNONE
78463V107GLDSPDR GOLD TR$718,1140.03%1,812CommonNONE
126408103CSXCSX CORP$716,4090.03%19,763CommonNONE
717081103PFEPFIZER INC$698,0970.03%28,036CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$692,0920.03%1,222CommonNONE
209115104EDCONSOLIDATED EDISON INC$690,3740.03%6,951CommonNONE
219350105GLWCORNING INC$677,4520.03%7,737CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$672,9160.03%4,674CommonNONE
89832Q109TFCTRUIST FINL CORP$670,6840.03%13,629CommonNONE
427866108HSYHERSHEY CO$669,3230.03%3,678CommonNONE
743315103PGRPROGRESSIVE CORP$666,5370.03%2,927CommonNONE
031162100AMGNAMGEN INC$663,1310.03%2,026CommonNONE
02209S103MOALTRIA GROUP INC$640,2920.03%11,105CommonNONE
G54950103LINLINDE PLC$625,5150.03%1,467CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$616,8220.03%2,299CommonNONE
595112103MUMICRON TECHNOLOGY INC$614,2030.03%2,152CommonNONE
922042718VSSVANGUARD INTL EQUITY INDEX F$610,0130.03%4,256CommonNONE
458140100INTCINTEL CORP$608,8500.03%16,500CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$595,5190.03%1,804CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$593,3050.03%2,021CommonNONE
92204A306VDEVANGUARD WORLD FD$592,7060.03%4,707CommonNONE
863667101SYKSTRYKER CORPORATION$588,0100.03%1,673CommonNONE
911363109URIUNITED RENTALS INC$577,8550.03%714CommonNONE
231021106CMICUMMINS INC$576,2990.03%1,129CommonNONE
66987V109NVSNOVARTIS AG$570,6440.03%4,139CommonNONE
235851102DHRDANAHER CORPORATION$564,7460.03%2,467CommonNONE
438516106HONHONEYWELL INTL INC$561,2740.03%2,877CommonNONE
46435G326IDEVISHARES TR$556,6580.03%6,749CommonNONE
464287598IWDISHARES TR$553,8260.03%2,633CommonNONE
09255X100XFRAXBLACKROCK FLOATING RATE INCO$547,2490.03%46,456CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$544,6040.03%9,273CommonNONE
N07059210ASMLASML HOLDING N V$542,4200.03%507CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$539,4700.03%16,538CommonNONE
655844108NSCNORFOLK SOUTHN CORP$527,2030.03%1,826CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$519,9430.03%6,475CommonNONE
747525103QCOMQUALCOMM INC$513,8350.02%3,004CommonNONE
00206R102TAT&T INC$512,7480.02%20,642CommonNONE
464285204IAUISHARES GOLD TR$512,4270.02%6,313CommonNONE
452308109ITWILLINOIS TOOL WKS INC$504,6690.02%2,049CommonNONE
713448108PEPPEPSICO INC$499,3070.02%3,479CommonNONE
737446104POSTPOST HLDGS INC$497,7270.02%5,025CommonNONE
701094104PHPARKER-HANNIFIN CORP$496,6130.02%565CommonNONE
315616102FFIVF5 INC$489,8440.02%1,919CommonNONE
278865100ECLECOLAB INC$486,4500.02%1,853CommonNONE
14040H105COFCAPITAL ONE FINL CORP$466,0590.02%1,923CommonNONE
97717X669DGRWWISDOMTREE TR$458,6870.02%5,129CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$457,5900.02%1,593CommonNONE
842587107SOSOUTHERN CO$456,5800.02%5,236CommonNONE
46982L108JJACOBS SOLUTIONS INC$450,4970.02%3,401CommonNONE
464289859AOAISHARES TR$448,9650.02%5,013CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$442,2910.02%16,862CommonNONE
46138G870VRPINVESCO EXCH TRADED FD TR II$441,4680.02%18,145CommonNONE
464287572IOOISHARES TR$440,1790.02%3,475CommonNONE
464288687PFFISHARES TR$440,1590.02%14,217CommonNONE
512807306LRCXLAM RESEARCH CORP$436,5090.02%2,550CommonNONE
464287408IVEISHARES TR$431,1390.02%2,033CommonNONE
464287309IVWISHARES TR$429,1920.02%3,482CommonNONE
03990B101ARESARES MANAGEMENT CORPORATION$422,5010.02%2,614CommonNONE
46432F339QUALISHARES TR$419,8830.02%2,114CommonNONE
35243J101FBRTFRANKLIN BSP RLTY TR INC$414,6030.02%41,336CommonNONE
464287648IWOISHARES TR$413,3570.02%1,280CommonNONE
H1467J104CBCHUBB LIMITED$412,3110.02%1,321CommonNONE
115236101BROBROWN & BROWN INC$398,8190.02%5,004CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$398,0330.02%5,124CommonNONE
461202103INTUINTUIT$397,4520.02%600CommonNONE
46435U283IBMPISHARES TR$395,6840.02%15,584CommonNONE
482480100KLACKLA CORP$394,9010.02%325CommonNONE
922908512VOEVANGUARD INDEX FDS$391,9880.02%2,210CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$391,2940.02%9,607CommonNONE
00724F101ADBEADOBE INC$386,3890.02%1,104CommonNONE
46436E163IBMRISHARES TR$385,7740.02%15,170CommonNONE
81762P102NOWSERVICENOW INC$385,5800.02%2,517CommonNONE
92189F676SMHVANECK ETF TRUST$384,2590.02%1,067CommonNONE
48251W104KKRKKR & CO INC$381,6760.02%2,994CommonNONE
907818108UNPUNION PAC CORP$381,2160.02%1,648CommonNONE
38173M102GBDCGOLUB CAP BDC INC$377,0840.02%27,788CommonNONE
464288802SUSAISHARES TR$375,3960.02%2,694CommonNONE
855244109SBUXSTARBUCKS CORP$372,3770.02%4,422CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$370,8000.02%4,538CommonNONE
032654105ADIANALOG DEVICES INC$360,6960.02%1,330CommonNONE
922908538VOTVANGUARD INDEX FDS$359,5330.02%1,288CommonNONE
018802108LNTALLIANT ENERGY CORP$355,7350.02%5,472CommonNONE
969904101WSMWILLIAMS SONOMA INC$353,9660.02%1,982CommonNONE
697435105PANWPALO ALTO NETWORKS INC$350,9010.02%1,905CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$350,7490.02%604CommonNONE
37954Y236DTCRGLOBAL X FDS$346,3360.02%16,414CommonNONE
14020Y300CGMSCAPITAL GRP FIXED INCM ETF T$341,9640.02%12,381CommonNONE
92204A207VDCVANGUARD WORLD FD$326,7890.02%1,547CommonNONE
88579Y101MMM3M CO$326,7650.02%2,041CommonNONE
46435U325IBMQISHARES TR$324,6150.02%12,693CommonNONE
22052L104CTVACORTEVA INC$323,9560.02%4,833CommonNONE
126650100CVSCVS HEALTH CORP$322,3610.02%4,062CommonNONE
464287721IYWISHARES TR$319,6880.02%1,601CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$318,4860.02%10,756CommonNONE
009158106APDAIR PRODS & CHEMS INC$318,1620.02%1,288CommonNONE
097023105BABOEING CO$313,7390.02%1,445CommonNONE
194162103CLCOLGATE PALMOLIVE CO$310,5490.01%3,930CommonNONE
375558103GILDGILEAD SCIENCES INC$310,0420.01%2,526CommonNONE
369550108GDGENERAL DYNAMICS CORP$309,3910.01%919CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$306,0990.01%3,732CommonNONE
74316P579AKREPROFESIONALLY MANAGED PORTFO$303,9670.01%4,640CommonNONE
872590104TMUST-MOBILE US INC$300,9060.01%1,482CommonNONE
718546104PSXPHILLIPS 66$299,2440.01%2,319CommonNONE
808524748FNDCSCHWAB STRATEGIC TR$297,7730.01%6,684CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$294,8550.01%382CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$293,3770.01%2,503CommonNONE
46434V621DGROISHARES TR$291,5640.01%4,200CommonNONE
370334104GISGENERAL MLS INC$290,0670.01%6,238CommonNONE
92204A702VGTVANGUARD WORLD FD$286,3870.01%380CommonNONE
20825C104COPCONOCOPHILLIPS$285,4170.01%3,049CommonNONE
46429B598INDAISHARES TR$281,8710.01%5,215CommonNONE
09261X102BXSLBLACKSTONE SECD LENDING FD$281,7310.01%10,700CommonNONE
311900104FASTFASTENAL CO$280,9100.01%7,000CommonNONE
904767803ULUNILEVER PLC$279,5850.01%4,275CommonNONE
780259305SHELSHELL PLC$276,2850.01%3,760CommonNONE
892331307TMTOYOTA MOTOR CORP$272,6790.01%1,274CommonNONE
46435G425ESGUISHARES TR$272,0380.01%1,826CommonNONE
922908629VOVANGUARD INDEX FDS$271,9130.01%937CommonNONE
97717W315DEMWISDOMTREE TR$268,5360.01%5,749CommonNONE
33738R506RDVYFIRST TR EXCHANGE TRADED FD$267,3910.01%3,849CommonNONE
464287663IUSVISHARES TR$267,3220.01%2,607CommonNONE
29084Q100EMEEMCOR GROUP INC$263,6820.01%431CommonNONE
29476L107EQREQUITY RESIDENTIAL$263,6340.01%4,182CommonNONE
81141R100SESEA LTD$262,4120.01%2,057CommonNONE
109504100BRLTBRILLIANT EARTH GROUP INC$259,4780.01%148,273CommonNONE
225310101CACCCREDIT ACCEP CORP MICH$258,5380.01%583CommonNONE
92335C106VRAVERA BRADLEY INC$258,2680.01%106,722CommonNONE
046353108AZNNASTRAZENECA PLC$256,6690.01%2,792CommonNONE
97717W109DTDWISDOMTREE TR$254,6400.01%3,000CommonNONE
31428X106FDXFEDEX CORP$253,9080.01%879CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$250,3230.01%439CommonNONE
G5960L103MDTMEDTRONIC PLC$250,2370.01%2,605CommonNONE
615369105MCOMOODYS CORP$249,2950.01%488CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$246,9250.01%9,002CommonNONE
133131102CPTCAMDEN PPTY TR$245,2590.01%2,228CommonNONE
46435U259IBMOISHARES TR$239,6930.01%9,349CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$238,5990.01%509CommonNONE
20030N101CMCSACOMCAST CORP NEW$237,8040.01%7,956CommonNONE
922908637VVVANGUARD INDEX FDS$237,0450.01%753CommonNONE
775711104ROLROLLINS INC$234,7010.01%3,910CommonNONE
464287549IGMISHARES TR$232,4880.01%1,800CommonNONE
404280406HSBCHSBC HLDGS PLC$231,5260.01%2,943CommonNONE
876030107TPRTAPESTRY INC$230,6250.01%1,805CommonNONE
803054204SAPSAP SE$225,6640.01%929CommonNONE
49456B101KMIKINDER MORGAN INC DEL$224,8410.01%8,179CommonNONE
03831W108APPAPPLOVIN CORP$220,3400.01%327CommonNONE
988498101YUMYUM BRANDS INC$219,9620.01%1,454CommonNONE
11135E203BNLBROADSTONE NET LEASE INC$219,6960.01%12,648CommonNONE
808524771FNDXSCHWAB STRATEGIC TR$217,6530.01%7,999CommonNONE
464287606IJKISHARES TR$216,9150.01%2,239CommonNONE
922042676VNQIVANGUARD INTL EQUITY INDEX F$216,3650.01%4,720CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$215,8270.01%1,034CommonNONE
969457100WMBWILLIAMS COS INC$215,4350.01%3,584CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$214,8350.01%1,523CommonNONE
78409V104SPGIS&P GLOBAL INC$214,7850.01%411CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$214,0820.01%606CommonNONE
393657101GBXGREENBRIER COS INC$212,9950.01%4,557CommonNONE
032095101APHAMPHENOL CORP NEW$212,0350.01%1,569CommonNONE
58155Q103MCKMCKESSON CORP$211,6350.01%258CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$210,8130.01%465CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$210,5770.01%3,607CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$210,0480.01%4,698CommonNONE
45168D104IDXXIDEXX LABS INC$209,7250.01%310CommonNONE
381430503GSLCGOLDMAN SACHS ETF TR$207,9540.01%1,571CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$205,1880.01%3,804CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$204,0540.01%1,704CommonNONE
G87052109TELTE CONNECTIVITY PLC$201,8020.01%887CommonNONE
704326107PAYXPAYCHEX INC$201,5880.01%1,797CommonNONE
902494103TSNTYSON FOODS INC$200,8910.01%3,427CommonNONE
040413205ANETARISTA NETWORKS INC$200,2140.01%1,528CommonNONE
345370860FFORD MTR CO$131,3660.01%10,013CommonNONE
05964H105SANBANCO SANTANDER SA$123,8220.01%10,556CommonNONE
60687Y109MFGMIZUHO FINANCIAL GROUP INC$93,6670.00%12,796CommonNONE
539439109LYGLLOYDS BANKING GROUP PLC$57,8820.00%10,921CommonNONE

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.