InvestInfoAI
BAILARD, INC.

Q4 2025 · 13F-HR

BAILARD, INC.holdings as filed

Filed 2026-02-04 · accession 0001172661-26-000466

$4.52B
Reported value
744
Positions
2025-12-31
Period end
View analyzed profile →PRO

The Brief · BAILARD, INC. · Q4 2025

AI · grounded in 13F

BAILARD, INC. reduced its position in VOO by 32.83% as its largest share reduction of the period. The fund also trimmed holdings in META by 25.82% and ORCL by 25.32%. On the buy side, the fund established a new position in VTIP worth $26.64M and increased its stake in SUB by 63.16%.

Holdings as filed

First 500 of 744

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$225.2M4.99%828,481CommonSOLE
594918104MSFTMICROSOFT CORP$204.5M4.53%422,852CommonSOLE
67066G104NVDANVIDIA CORPORATION$170.5M3.78%914,400CommonSOLE
02079K305GOOGLALPHABET INC$144.4M3.20%461,402CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$138.1M3.06%202,575CommonSOLE
46090E103QQQINVESCO QQQ TR$135.7M3.00%220,922CommonSOLE
78463V107GLDSPDR GOLD TR$123.2M2.73%310,893CommonSOLE
464287465EFAISHARES TR$122.2M2.71%1,272,638CommonSOLE
375558103GILDGILEAD SCIENCES INC$90.1M1.99%734,057CommonSOLE
92204A702VGTVANGUARD WORLD FD$85.8M1.90%113,885CommonSOLE
464288356CMFISHARES TR$82.7M1.83%1,439,125CommonSOLE
46654Q575JMTGJ P MORGAN EXCHANGE TRADED F$74.1M1.64%1,450,504CommonSOLE
46432F842IEFAISHARES TR$71.1M1.57%794,385CommonSOLE
922908769VTIVANGUARD INDEX FDS$67.8M1.50%202,079CommonSOLE
46436E858IBTGISHARES TR$64.6M1.43%2,824,210CommonSOLE
023135106AMZNAMAZON COM INC$59.8M1.32%258,962CommonSOLE
92826C839VVISA INC$54.2M1.20%154,467CommonSOLE
922908611VBRVANGUARD INDEX FDS$52.8M1.17%249,231CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$49.9M1.10%154,817CommonSOLE
464287200IVVISHARES TR$47.8M1.06%69,847CommonSOLE
11135F101AVGOBROADCOM INC$43.5M0.96%125,712CommonSOLE
46429B267GOVTISHARES TR$43.3M0.96%1,879,087CommonSOLE
922908363VOOVANGUARD INDEX FDS$42.3M0.94%67,501CommonSOLE
30303M102METAMETA PLATFORMS INC$40.3M0.89%61,095CommonSOLE
46641Q647JMUBJ P MORGAN EXCHANGE TRADED F$40.1M0.89%794,545CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$39.8M0.88%540,697CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$38.9M0.86%127,890CommonSOLE
617446448MSMORGAN STANLEY$34.5M0.76%194,271CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$33.9M0.75%39,354CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$33.6M0.74%233,201CommonSOLE
02079K107GOOGALPHABET INC$31.3M0.69%99,867CommonSOLE
872540109TJXTJX COS INC NEW$31.3M0.69%203,821CommonSOLE
437076102HDHOME DEPOT INC$31.1M0.69%90,342CommonSOLE
478160104JNJJOHNSON & JOHNSON$30.9M0.68%149,439CommonSOLE
464287879IJSISHARES TR$30.8M0.68%270,840CommonSOLE
231021106CMICUMMINS INC$29.3M0.65%57,435CommonSOLE
09290D101BLKBLACKROCK INC$28.6M0.63%26,691CommonSOLE
922020805VTIPVANGUARD MALVERN FDS$26.6M0.59%538,707CommonSOLE
482480100KLACKLA CORP$26.2M0.58%21,598CommonSOLE
64110L106NFLXNETFLIX INC$23.3M0.51%248,046CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$23.1M0.51%282,988CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$22.9M0.51%58,918CommonSOLE
747525103QCOMQUALCOMM INC$22.6M0.50%132,313CommonSOLE
464288158SUBISHARES TR$21.3M0.47%199,528CommonSOLE
461202103INTUINTUIT$20.7M0.46%31,255CommonSOLE
742718109PGPROCTER AND GAMBLE CO$20.4M0.45%142,108CommonSOLE
464287507IJHISHARES TR$20.3M0.45%307,238CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$19.9M0.44%60,224CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$19.5M0.43%106,025CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$19.3M0.43%33,284CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$19.3M0.43%202,156CommonSOLE
H1467J104CBCHUBB LIMITED$18.8M0.42%60,213CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$18.7M0.41%299,526CommonSOLE
G29183103ETNEATON CORP PLC$18.1M0.40%56,843CommonSOLE
94106L109WMWASTE MGMT INC DEL$17.5M0.39%79,667CommonSOLE
858119100STLDSTEEL DYNAMICS INC$17.3M0.38%102,031CommonSOLE
464287549IGMISHARES TR$16.8M0.37%130,075CommonSOLE
20825C104COPCONOCOPHILLIPS$16.6M0.37%177,475CommonSOLE
78409V104SPGIS&P GLOBAL INC$16.6M0.37%31,748CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$16.3M0.36%303,791CommonSOLE
166764100CVXCHEVRON CORP NEW$16.3M0.36%107,005CommonSOLE
031162100AMGNAMGEN INC$16.2M0.36%49,565CommonSOLE
235851102DHRDANAHER CORPORATION$15.9M0.35%69,384CommonSOLE
464288638IGIBISHARES TR$15.8M0.35%294,024CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$15.4M0.34%33,975CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$14.7M0.33%29,262CommonSOLE
046353108AZNNASTRAZENECA PLC$14.6M0.32%159,013CommonSOLE
464287804IJRISHARES TR$14.6M0.32%121,596CommonSOLE
464288240ACWXISHARES TR$14.3M0.32%212,394CommonSOLE
532457108LLYELI LILLY & CO$13.7M0.30%12,772CommonSOLE
464287234EEMISHARES TR$13.5M0.30%247,528CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$13.2M0.29%49,138CommonSOLE
00287Y109ABBVABBVIE INC$12.9M0.28%56,246CommonSOLE
464287630IWNISHARES TR$12.5M0.28%69,165CommonSOLE
060505104BACBANK AMERICA CORP$12.5M0.28%227,456CommonSOLE
464287499IWRISHARES TR$12.5M0.28%129,460CommonSOLE
464288166AGZISHARES TR$12.4M0.28%112,826CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$12.4M0.27%50,996CommonSOLE
00724F101ADBEADOBE INC$12.3M0.27%35,229CommonSOLE
68389X105ORCLORACLE CORP$12.2M0.27%62,727CommonSOLE
81762P102NOWSERVICENOW INC$12.2M0.27%79,350CommonSOLE
72201R866MUNIPIMCO ETF TR$12.1M0.27%230,890CommonSOLE
002824100ABTABBOTT LABS$11.7M0.26%93,322CommonSOLE
922908629VOVANGUARD INDEX FDS$11.6M0.26%40,041CommonSOLE
580135101MCDMCDONALDS CORP$11.6M0.26%37,918CommonSOLE
922908553VNQVANGUARD INDEX FDS$11.6M0.26%130,662CommonSOLE
17275R102CSCOCISCO SYS INC$11.5M0.25%149,204CommonSOLE
713448108PEPPEPSICO INC$11.4M0.25%79,214CommonSOLE
74340W103PLDPROLOGIS INC.$11.4M0.25%88,954CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$11.3M0.25%39,902CommonSOLE
149123101CATCATERPILLAR INC$11.3M0.25%19,655CommonSOLE
254687106DISDISNEY WALT CO$11.1M0.25%97,628CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$10.6M0.23%50,824CommonSOLE
191216100KOCOCA COLA CO$10.5M0.23%149,523CommonSOLE
464288646IGSBISHARES TR$10.1M0.22%191,272CommonSOLE
78470E106EFAXSPDR INDEX SHS FDS$10.0M0.22%197,825CommonSOLE
882508104TXNTEXAS INSTRS INC$9.7M0.22%56,096CommonSOLE
92204A108VCRVANGUARD WORLD FD$9.7M0.21%24,594CommonSOLE
46436E551XJHISHARES TR$9.5M0.21%213,468CommonSOLE
G54950103LINLINDE PLC$9.3M0.21%21,737CommonSOLE
464287655IWMISHARES TR$9.2M0.20%37,398CommonSOLE
03831W108APPAPPLOVIN CORP$8.9M0.20%13,276CommonSOLE
91913Y100VLOVALERO ENERGY CORP$8.9M0.20%54,771CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$8.8M0.20%367,702CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$8.7M0.19%40,568CommonSOLE
863667101SYKSTRYKER CORPORATION$8.7M0.19%24,651CommonSOLE
98978V103ZTSZOETIS INC$8.4M0.19%66,812CommonSOLE
46435U663ESMLISHARES TR$8.3M0.18%180,473CommonSOLE
N07059210ASMLASML HOLDING N V$8.2M0.18%7,692CommonSOLE
025816109AXPAMERICAN EXPRESS CO$7.9M0.18%21,389CommonSOLE
512807306LRCXLAM RESEARCH CORP$7.8M0.17%45,497CommonSOLE
172967424CCITIGROUP INC$7.8M0.17%66,672CommonSOLE
595112103MUMICRON TECHNOLOGY INC$7.8M0.17%27,258CommonSOLE
038222105AMATAPPLIED MATLS INC$7.7M0.17%30,142CommonSOLE
871829107SYYSYSCO CORP$7.4M0.16%100,651CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$7.3M0.16%133,477CommonSOLE
92204A504VHTVANGUARD WORLD FD$7.2M0.16%25,138CommonSOLE
81141R100SESEA LTD$7.0M0.16%55,060CommonSOLE
82509L107SHOPSHOPIFY INC$7.0M0.15%43,374CommonSOLE
921909768VXUSVANGUARD STAR FDS$6.9M0.15%91,130CommonSOLE
74624M102PPURE STORAGE INC$6.8M0.15%101,031CommonSOLE
46436E759DMXFISHARES TR$6.8M0.15%89,862CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$6.7M0.15%22,945CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$6.7M0.15%14,221CommonSOLE
46434V456IQLTISHARES TR$6.3M0.14%138,280CommonSOLE
464287648IWOISHARES TR$6.1M0.14%18,963CommonSOLE
23804L103DDOGDATADOG INC$6.1M0.13%44,744CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$6.1M0.13%19,462CommonSOLE
46434V647REETISHARES TR$6.0M0.13%242,428CommonSOLE
46435G524IGROISHARES TR$6.0M0.13%72,130CommonSOLE
78468R663BILSPDR SERIES TRUST$5.9M0.13%64,023CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$5.8M0.13%215,359CommonSOLE
040413205ANETARISTA NETWORKS INC$5.5M0.12%41,920CommonSOLE
30231G102XOMEXXON MOBIL CORP$5.5M0.12%45,306CommonSOLE
65339F101NEENEXTERA ENERGY INC$5.4M0.12%67,421CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$5.3M0.12%53,166CommonSOLE
46436E742EMXFISHARES TR$5.2M0.12%112,391CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$5.1M0.11%19,912CommonSOLE
46434G863ESGEISHARES INC$5.1M0.11%114,349CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$5.0M0.11%19,518CommonSOLE
020002101ALLALLSTATE CORP$4.9M0.11%23,702CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$4.9M0.11%5,603CommonSOLE
464288182AAXJISHARES TR$4.9M0.11%52,723CommonSOLE
92204A603VISVANGUARD WORLD FD$4.8M0.11%16,139CommonSOLE
496902404KGCKINROSS GOLD CORP$4.8M0.11%170,000CommonSOLE
464288323NYFISHARES TR$4.8M0.11%89,186CommonSOLE
001055102AFLAFLAC INC$4.7M0.10%42,311CommonSOLE
25809K105DASHDOORDASH INC$4.7M0.10%20,560CommonSOLE
291011104EMREMERSON ELEC CO$4.6M0.10%34,814CommonSOLE
47103U852JMBSJANUS DETROIT STR TR$4.4M0.10%96,761CommonSOLE
78464A672SPTISPDR SERIES TRUST$4.4M0.10%152,145CommonSOLE
233051192EMCRDBX ETF TR$4.4M0.10%117,984CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$4.3M0.09%22,189CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$4.2M0.09%14,191CommonSOLE
032108557ETHOAMPLIFY ETF TR$4.2M0.09%64,285CommonSOLE
842587107SOSOUTHERN CO$4.1M0.09%46,818CommonSOLE
464287663IUSVISHARES TR$4.0M0.09%39,482CommonSOLE
609207105MDLZMONDELEZ INTL INC$4.0M0.09%74,575CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$4.0M0.09%34,208CommonSOLE
464288570DSIISHARES TR$4.0M0.09%30,946CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$4.0M0.09%6,871CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$4.0M0.09%34,096CommonNONE
79466L302CRMSALESFORCE INC$4.0M0.09%14,926CommonSOLE
443573100HUBSHUBSPOT INC$3.9M0.09%9,819CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$3.9M0.09%6,895CommonSOLE
46436E593IBTKISHARES TR$3.9M0.09%197,645CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$3.9M0.09%17,594CommonSOLE
654106103NKENIKE INC$3.9M0.09%60,679CommonSOLE
78464A839MDYVSPDR SERIES TRUST$3.8M0.08%45,157CommonSOLE
92204A207VDCVANGUARD WORLD FD$3.8M0.08%18,030CommonSOLE
464285204IAUISHARES GOLD TR$3.8M0.08%46,724CommonSOLE
78464A664SPTLSPDR SERIES TRUST$3.8M0.08%141,845CommonSOLE
G87052109TELTE CONNECTIVITY PLC$3.7M0.08%16,392CommonSOLE
464287671IUSGISHARES TR$3.7M0.08%21,987CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$3.6M0.08%6,019CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$3.6M0.08%14,724CommonSOLE
907818108UNPUNION PAC CORP$3.6M0.08%15,655CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$3.6M0.08%55,783CommonSOLE
438516106HONHONEYWELL INTL INC$3.5M0.08%17,786CommonSOLE
78464A300SLYVSPDR SERIES TRUST$3.4M0.08%37,920CommonSOLE
833034101SNASNAP ON INC$3.4M0.08%9,965CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$3.4M0.07%67,325CommonSOLE
931142103WMTWALMART INC$3.4M0.07%30,260CommonSOLE
46435G516ESGDISHARES TR$3.4M0.07%35,286CommonSOLE
053332102AZOAUTOZONE INC$3.3M0.07%969CommonSOLE
803054204SAPSAP SE$3.3M0.07%13,495CommonSOLE
464288802SUSAISHARES TR$3.3M0.07%23,439CommonSOLE
30034W106EVRGEVERGY INC$3.3M0.07%45,018CommonSOLE
85207H104PHYSSPROTT ASSET MANAGEMENT LP$3.2M0.07%97,668CommonSOLE
458140100INTCINTEL CORP$3.2M0.07%86,723CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$3.2M0.07%23,057CommonSOLE
26701L100BROSDUTCH BROS INC$3.2M0.07%51,520CommonSOLE
252131107DXCMDEXCOM INC$3.1M0.07%46,699CommonSOLE
446413106HIIHUNTINGTON INGALLS INDS INC$3.0M0.07%8,844CommonSOLE
46436E544XJRISHARES TR$2.9M0.06%68,842CommonSOLE
316773100FITBFIFTH THIRD BANCORP$2.9M0.06%61,882CommonSOLE
464288372IGFISHARES TR$2.8M0.06%45,955CommonSOLE
98419M100XYLXYLEM INC$2.8M0.06%20,484CommonSOLE
949746101WMT2WELLS FARGO CO NEW$2.7M0.06%29,484CommonSOLE
58933Y105MRKMERCK & CO INC$2.7M0.06%26,080CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$2.7M0.06%19,410CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$2.7M0.06%4,666CommonNONE
20030N101CMCSACOMCAST CORP NEW$2.6M0.06%88,500CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$2.6M0.06%3,374CommonSOLE
88160R101TSLATESLA INC$2.6M0.06%5,777CommonSOLE
78468R101SPTSSPDR SERIES TRUST$2.6M0.06%88,718CommonSOLE
46641Q241BBAGJ P MORGAN EXCHANGE TRADED F$2.6M0.06%55,719CommonSOLE
855244109SBUXSTARBUCKS CORP$2.6M0.06%30,563CommonSOLE
464288414MUBISHARES TR$2.5M0.06%23,478CommonSOLE
46434V621DGROISHARES TR$2.5M0.05%35,749CommonSOLE
16411R208LNGCHENIERE ENERGY INC$2.4M0.05%12,568CommonSOLE
46641Q654JMSTJ P MORGAN EXCHANGE TRADED F$2.4M0.05%46,771CommonSOLE
922908751VBVANGUARD INDEX FDS$2.4M0.05%9,233CommonSOLE
746729102PLDRPUTNAM ETF TRUST$2.4M0.05%63,803CommonSOLE
464287309IVWISHARES TR$2.4M0.05%19,164CommonSOLE
744320102PRUPRUDENTIAL FINL INC$2.3M0.05%20,646CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$2.3M0.05%23,404CommonSOLE
548661107LOWLOWES COS INC$2.3M0.05%9,455CommonSOLE
219350105GLWCORNING INC$2.2M0.05%25,628CommonSOLE
87612E106TGTTARGET CORP$2.2M0.05%22,911CommonSOLE
464287101OEFISHARES TR$2.2M0.05%6,453CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$2.2M0.05%413CommonNONE
65473P105NINISOURCE INC$2.2M0.05%52,150CommonNONE
14149Y108CAHCARDINAL HEALTH INC$2.2M0.05%10,564CommonNONE
26875P101EOGEOG RES INC$2.1M0.05%20,386CommonSOLE
45168D104IDXXIDEXX LABS INC$2.1M0.05%3,042CommonNONE
G4474Y214JHGJANUS HENDERSON GROUP PLC$2.0M0.05%43,009CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$2.0M0.04%50,265CommonSOLE
66987V109NVSNOVARTIS AG$2.0M0.04%14,426CommonSOLE
783549108RRYDER SYS INC$2.0M0.04%10,313CommonNONE
871607107SNPSSYNOPSYS INC$2.0M0.04%4,200CommonNONE
92204A884VOXVANGUARD WORLD FD$2.0M0.04%10,093CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$1.9M0.04%23,973CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$1.9M0.04%58,524CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$1.9M0.04%7,323CommonSOLE
808524607SCHASCHWAB STRATEGIC TR$1.9M0.04%66,376CommonSOLE
278642103EBAYEBAY INC.$1.9M0.04%21,533CommonSOLE
58155Q103MCKMCKESSON CORP$1.9M0.04%2,271CommonSOLE
278865100ECLECOLAB INC$1.9M0.04%7,074CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$1.9M0.04%45,463CommonSOLE
244199105DEDEERE & CO$1.8M0.04%3,966CommonSOLE
95040Q104WELLWELLTOWER INC$1.8M0.04%9,899CommonNONE
67011P100DNOWDNOW INC$1.8M0.04%137,341CommonNONE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$1.8M0.04%113,339CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$1.8M0.04%4,027CommonSOLE
46432F339QUALISHARES TR$1.8M0.04%9,033CommonSOLE
464287408IVEISHARES TR$1.8M0.04%8,432CommonSOLE
285512109EAELECTRONIC ARTS INC$1.8M0.04%8,727CommonNONE
12504L109CBRECBRE GROUP INC$1.8M0.04%11,015CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$1.7M0.04%19,690CommonSOLE
384802104GWWWW GRAINGER INC$1.7M0.04%1,702CommonNONE
465741106ITRIITRON INC$1.7M0.04%18,465CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$1.7M0.04%4,717CommonNONE
808524706SCHESCHWAB STRATEGIC TR$1.6M0.04%50,347CommonSOLE
464288588MBBISHARES TR$1.6M0.04%17,013CommonSOLE
125141101CECOCECO ENVIRONMENTAL CORP$1.6M0.04%27,022CommonSOLE
125523100CITHE CIGNA GROUP$1.6M0.04%5,835CommonSOLE
88588G109TSMETHRIVENT ETF TRUST$1.6M0.04%38,023CommonSOLE
78463X848CWISPDR INDEX SHS FDS$1.6M0.03%43,881CommonSOLE
686688102ORAORMAT TECHNOLOGIES INC$1.6M0.03%14,204CommonSOLE
311900104FASTFASTENAL CO$1.5M0.03%38,447CommonSOLE
808524102SCHBSCHWAB STRATEGIC TR$1.5M0.03%58,808CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$1.5M0.03%20,106CommonSOLE
921910733ESGVVANGUARD WORLD FD$1.5M0.03%12,636CommonSOLE
98389B100XELXCEL ENERGY INC$1.5M0.03%20,524CommonNONE
33829M101FIVEFIVE BELOW INC$1.5M0.03%7,946CommonNONE
928881101VNTVONTIER CORPORATION$1.5M0.03%39,589CommonSOLE
45765U103NSITINSIGHT ENTERPRISES INC$1.5M0.03%18,033CommonSOLE
91529Y106UNMUNUM GROUP$1.5M0.03%18,808CommonNONE
464287614IWFISHARES TR$1.5M0.03%3,071CommonSOLE
H42097107UBSUBS GROUP AG$1.4M0.03%31,157CommonSOLE
835699307SONYSONY GROUP CORP$1.4M0.03%56,238CommonSOLE
64110D104NTAPNETAPP INC$1.4M0.03%13,336CommonSOLE
78464A375SPIBSPDR SERIES TRUST$1.4M0.03%41,707CommonSOLE
74762E102QUREQUANTA SVCS INC$1.4M0.03%3,334CommonSOLE
92204A876VPUVANGUARD WORLD FD$1.4M0.03%7,427CommonSOLE
46434G103IEMGISHARES INC$1.4M0.03%20,438CommonSOLE
464287598IWDISHARES TR$1.4M0.03%6,468CommonSOLE
G7S00T104PNRPENTAIR PLC$1.4M0.03%13,001CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$1.3M0.03%11,229CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$1.3M0.03%4,547CommonSOLE
052769106ADSKAUTODESK INC$1.3M0.03%4,446CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$1.3M0.03%8,501CommonSOLE
759509102RSRELIANCE INC$1.3M0.03%4,540CommonSOLE
80105N105SNYSANOFI SA$1.3M0.03%26,942CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$1.3M0.03%4,473CommonSOLE
465562106ITUBITAU UNIBANCO HLDG S A$1.3M0.03%180,000CommonSOLE
064149107BNSBANK NOVA SCOTIA HALIFAX$1.3M0.03%17,104CommonSOLE
464287564ICFISHARES TR$1.3M0.03%21,105CommonSOLE
92204A405VFHVANGUARD WORLD FD$1.3M0.03%9,411CommonSOLE
09260D107BXBLACKSTONE INC$1.2M0.03%8,026CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$1.2M0.03%10,340CommonSOLE
02005N100ALLYALLY FINL INC$1.2M0.03%26,800CommonSOLE
05464C101AXONAXON ENTERPRISE INC$1.2M0.03%2,132CommonSOLE
086516101BBYBEST BUY INC$1.2M0.03%17,953CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$1.2M0.03%26,840CommonSOLE
444859102HUMHUMANA INC$1.2M0.03%4,679CommonSOLE
147528103CASYCASEYS GEN STORES INC$1.2M0.03%2,146CommonNONE
75513E101RTXRTX CORPORATION$1.2M0.03%6,412CommonSOLE
011659109ALKALASKA AIR GROUP INC$1.2M0.03%22,890CommonNONE
00508Y102AYIACUITY INC$1.1M0.03%3,166CommonNONE
32054K103FRFIRST INDL RLTY TR INC$1.1M0.03%19,800CommonSOLE
369550108GDGENERAL DYNAMICS CORP$1.1M0.03%3,360CommonSOLE
009158106APDAIR PRODS & CHEMS INC$1.1M0.03%4,578CommonSOLE
67092P300NULVNUSHARES ETF TR$1.1M0.02%24,926CommonSOLE
369604301GEGE AEROSPACE$1.1M0.02%3,609CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$1.1M0.02%6,331CommonNONE
91688F104UPWKUPWORK INC$1.1M0.02%56,072CommonSOLE
412822108HOGHARLEY DAVIDSON INC$1.1M0.02%54,032CommonNONE
N53745100LYBLYONDELLBASELL INDUSTRIES N$1.1M0.02%25,200CommonNONE
717081103PFEPFIZER INC$1.1M0.02%43,360CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$1.1M0.02%12,431CommonNONE
G66721104NCLHNORWEGIAN CRUISE LINE HLDG L$1.1M0.02%47,342CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$1.1M0.02%28,516CommonSOLE
30161N101EXCEXELON CORP$1.0M0.02%24,028CommonNONE
41068X100HASIHA SUSTAINABLE INFRA CAP INC$1.0M0.02%33,312CommonSOLE
F92124100TTETOTALENERGIES SE$1.0M0.02%15,987CommonSOLE
91680M107UPSTUPSTART HLDGS INC$1.0M0.02%23,910CommonSOLE
02390A101AMXAMERICA MOVIL SAB DE CV$1.0M0.02%50,200CommonSOLE
750917106RMBSRAMBUS INC DEL$1.0M0.02%11,079CommonSOLE
533535100LINCLINCOLN EDL SVCS CORP$1.0M0.02%42,071CommonSOLE
500255104KSSKOHLS CORP$1.0M0.02%49,736CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$999,8260.02%2,080CommonSOLE
767204100RIORIO TINTO PLC$984,8490.02%12,306CommonSOLE
464287473IWSISHARES TR$970,2830.02%6,879CommonSOLE
892331307TMTOYOTA MOTOR CORP$968,4070.02%4,524CommonSOLE
36828A101GEVGE VERNOVA INC$962,0550.02%1,472CommonSOLE
05969A105TBBKBANCORP INC DEL$958,7840.02%14,200CommonSOLE
464287556IBBISHARES TR$938,8680.02%5,563CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$935,2050.02%11,005CommonSOLE
92204A306VDEVANGUARD WORLD FD$934,0750.02%7,418CommonSOLE
126650100CVSCVS HEALTH CORP$914,2270.02%11,520CommonSOLE
46432F834IXUSISHARES TR$912,5040.02%10,781CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$908,2920.02%37,814CommonNONE
464288257ACWIISHARES TR$907,4740.02%6,413CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$897,1080.02%4,463CommonNONE
456837103INGING GROEP N.V.$896,1960.02%32,007CommonSOLE
890110109TMPTOMPKINS FINL CORP$891,9960.02%12,300CommonSOLE
587376104MBWMMERCANTILE BK CORP$889,8980.02%18,501CommonSOLE
224408104CRCRANE COMPANY$886,1860.02%4,805CommonSOLE
78573L106SBRASABRA HEALTH CARE REIT INC$884,8770.02%46,720CommonSOLE
37733W204GSKGSK PLC$881,5920.02%17,977CommonSOLE
74386T105PFSPROVIDENT FINL SVCS INC$876,9000.02%44,400CommonSOLE
F21107101CSTMCONSTELLIUM SE$868,9850.02%46,100CommonSOLE
154760409CPFCENTRAL PAC FINL CORP$867,3700.02%27,836CommonSOLE
922042718VSSVANGUARD INTL EQUITY INDEX F$863,1970.02%6,022CommonSOLE
922908637VVVANGUARD INDEX FDS$853,1080.02%2,710CommonSOLE
69007J304OUTOUTFRONT MEDIA INC$849,5730.02%35,252CommonSOLE
320817109FRMEFIRST MERCHANTS CORP$843,3000.02%22,500CommonSOLE
04016X101ARGXARGENX SE$840,9500.02%1,000CommonSOLE
12621E103CNOCNO FINL GROUP INC$840,9060.02%19,800CommonSOLE
11120U105BRXBRIXMOR PPTY GROUP INC$838,8300.02%31,992CommonSOLE
98980G102ZSZSCALER INC$832,2040.02%3,700CommonSOLE
92857W308VODVODAFONE GROUP PLC NEW$830,6710.02%62,882CommonSOLE
759530108RELXRELX PLC$829,7820.02%20,529CommonSOLE
06738C778DJPBARCLAYS BANK PLC$827,4200.02%22,000CommonSOLE
320218100THFFFIRST FINANCIAL CORPORATION$821,8930.02%13,603CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$821,2210.02%5,722CommonSOLE
46428Q109SLVISHARES SILVER TR$816,2660.02%12,671CommonSOLE
88162G103TTEKTETRA TECH INC NEW$811,6680.02%24,200CommonSOLE
124830878CBLCBL & ASSOC PPTYS INC$810,3000.02%21,900CommonSOLE
825107105SHBISHORE BANCSHARES INC$808,4180.02%45,725CommonSOLE
666762109NRIMNORTHRIM BANCORP INC$801,9190.02%30,136CommonSOLE
63633D104NHINATIONAL HEALTH INVS INC$801,8850.02%10,500CommonSOLE
253651202DBDDIEBOLD NIXDORF INC$801,1020.02%11,800CommonSOLE
921932778VIOVVANGUARD ADMIRAL FDS INC$798,7970.02%8,171CommonSOLE
83190L208SMBKSMARTFINANCIAL INC$784,1880.02%21,200CommonSOLE
92840M102VSTVISTRA CORP$783,4180.02%4,856CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$782,7890.02%28,537CommonSOLE
904767803ULUNILEVER PLC$775,9710.02%11,865CommonSOLE
92204A801VAWVANGUARD WORLD FD$770,2180.02%3,711CommonSOLE
636274409NGGNATIONAL GRID PLC$765,4150.02%9,895CommonSOLE
453838609IBCPINDEPENDENT BK CORP MICH$756,6480.02%23,260CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$754,8000.02%1CommonSOLE
7495271071RGREV GROUP INC$750,2740.02%12,338CommonSOLE
43940T109HOPEHOPE BANCORP INC$750,2340.02%68,452CommonSOLE
518613203LAURLAUREATE EDUCATION INC$748,4500.02%22,229CommonSOLE
088606108BHPBHP GROUP LTD$748,2860.02%12,395CommonSOLE
65158N102NMRKNEWMARK GROUP INC$747,3710.02%43,101CommonSOLE
73757R102PSTLPOSTAL REALTY TRUST INC$747,2820.02%46,300CommonSOLE
464288869IWCISHARES TR$744,5020.02%4,721CommonSOLE
421906108HCSGHEALTHCARE SVCS GROUP INC$743,7680.02%38,900CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$742,8080.02%4,788CommonSOLE
86562M209SMFGSUMITOMO MITSUI FINL GROUP I$741,7110.02%38,371CommonSOLE
60687Y109MFGMIZUHO FINANCIAL GROUP INC$737,1460.02%100,703CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$736,2710.02%5,023CommonSOLE
76118Y104REZIRESIDEO TECHNOLOGIES INC$735,4830.02%20,942CommonSOLE
00489Q102ACRACRES COMMERCIAL REALTY CORP$729,7000.02%34,194CommonSOLE
402635502GPORGULFPORT ENERGY CORP$724,8450.02%3,485CommonSOLE
808524748FNDCSCHWAB STRATEGIC TR$724,8290.02%16,270CommonSOLE
464287739IYRISHARES TR$724,6430.02%7,718CommonSOLE
636180101NFGNATIONAL FUEL GAS CO$723,5020.02%9,037CommonSOLE
436440101HO1HOLOGIC INC$717,4880.02%9,632CommonSOLE
801056102SANMSANMINA CORPORATION$717,1850.02%4,779CommonSOLE
693506107PPGPPG INDS INC$716,7080.02%6,995CommonSOLE
30069T101EEEXCELERATE ENERGY INC$715,2750.02%25,500CommonSOLE
48716P108KRNYKEARNY FINL CORP MD$710,8040.02%95,925CommonSOLE
981811102WORWORTHINGTON ENTERPRISES INC$706,5090.02%13,700CommonSOLE
67098H104OIO-I GLASS INC$704,0520.02%47,700CommonSOLE
066849100BHBBAR HBR BANKSHARES$702,3820.02%22,621CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$702,1020.02%4,046CommonSOLE
921910816MGKVANGUARD WORLD FD$701,7090.02%1,700CommonSOLE
25434V724DFUVDIMENSIONAL ETF TRUST$701,5990.02%15,059CommonSOLE
53815P108RAMPLIVERAMP HLDGS INC$699,0060.02%23,800CommonSOLE
835495102SONSONOCO PRODS CO$698,2400.02%16,000CommonSOLE
58502B106MDPEDIATRIX MEDICAL GROUP INC$695,1750.02%32,500CommonSOLE
201723103CMCCOMMERCIAL METALS CO$692,2000.02%10,000CommonSOLE
48238T109OPLNOPENLANE INC$687,9180.02%23,100CommonSOLE
05379B107AVAAVISTA CORP$686,0120.02%17,800CommonSOLE
608190104MHKMOHAWK INDS INC$684,7650.02%6,265CommonSOLE
668074305NWENORTHWESTERN ENERGY GROUP IN$684,1240.02%10,600CommonSOLE
922908652VXFVANGUARD INDEX FDS$683,8220.02%3,270CommonSOLE
55305B101MHOM/I HOMES INC$678,1350.02%5,300CommonSOLE
139674105CCBGCAPITAL CITY BK GROUP INC$678,0980.02%15,929CommonSOLE
464287481IWPISHARES TR$674,9770.01%4,929CommonSOLE
72346Q104PINNACLE FINL PARTNERS INC$672,2590.01%7,046CommonSOLE
743713109PRLBPROTO LABS INC$671,8860.01%13,281CommonSOLE
099724106BWABORGWARNER INC$666,8880.01%14,800CommonSOLE
601137102MRPMILLROSE PPTYS INC$662,8750.01%22,192CommonSOLE
87724P106TMHCTAYLOR MORRISON HOME CORP$659,3440.01%11,200CommonSOLE
46284V101IRMIRON MTN INC DEL$658,7890.01%7,942CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$657,6750.01%3,700CommonSOLE
963320106WHRWHIRLPOOL CORP$655,8250.01%9,091CommonSOLE
830879102SKYWSKYWEST INC$652,6650.01%6,500CommonSOLE
66765N105NWNNORTHWEST NAT HLDG CO$650,7610.01%13,923CommonSOLE
781846209RUSHARUSH ENTERPRISES INC$641,8860.01%11,900CommonSOLE
921910873MGCVANGUARD WORLD FD$639,7300.01%2,547CommonSOLE
464287705IJJISHARES TR$639,1330.01%4,857CommonSOLE
552848103MTGMGIC INVT CORP WIS$626,4770.01%21,440CommonSOLE
235825205DANDANA INC$608,2560.01%25,600CommonSOLE
69888T207PARRPAR PAC HOLDINGS INC$607,9220.01%17,300CommonSOLE
093712107BEBLOOM ENERGY CORP$606,5790.01%6,981CommonNONE
16359R103CHECHEMED CORP NEW$599,0040.01%1,400CommonSOLE
126408103CSXCSX CORP$596,4580.01%16,454CommonSOLE
95082P105WCCWESCO INTL INC$595,6980.01%2,435CommonSOLE
Y2065G121DHTDHT HOLDINGS INC$594,6270.01%48,700CommonSOLE
743315103PGRPROGRESSIVE CORP$591,3890.01%2,597CommonSOLE
46817M107JXNJACKSON FINANCIAL INC$584,1220.01%5,477CommonSOLE
11271J107BNBROOKFIELD CORP$579,3610.01%12,625CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$576,9560.01%4,818CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$574,9490.01%13,468CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$571,4570.01%1,009CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$571,3290.01%4,378CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$570,2240.01%409CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$568,4300.01%12,482CommonSOLE
722304102PDDPDD HOLDINGS INC$566,9500.01%5,000CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$565,8030.01%6,707CommonSOLE
59156R108METMETLIFE INC$564,1840.01%7,147CommonSOLE
G02602103DOXAMDOCS LTD$563,5700.01%7,000CommonSOLE
00108J109ACMRACM RESH INC$558,9670.01%14,169CommonSOLE
M6191J100FROGJFROG LTD$558,3300.01%8,939CommonSOLE
87265H109T86TRI POINTE HOMES INC$558,0580.01%17,733CommonSOLE
756109104OREALTY INCOME CORP$552,1440.01%9,795CommonSOLE
78470E205EEMXSPDR INDEX SHS FDS$549,7170.01%12,891CommonSOLE
42727J102HRTGHERITAGE INSURANCE HLDGS INC$546,5480.01%18,679CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$543,0340.01%3,785CommonSOLE
91359E105UHTUNIVERSAL HEALTH RLTY INCOME$541,0980.01%13,800CommonSOLE
78464A474SPSBSPDR SERIES TRUST$537,2280.01%17,789CommonSOLE
G0772R208NTBBANK OF NT BUTTERFIELD&SON L$537,1090.01%10,781CommonSOLE
320209109FFBCFIRST FINL BANCORP OH$531,9750.01%21,262CommonSOLE
920253101VMIVALMONT INDS INC$523,0160.01%1,300CommonSOLE
022671101AMALAMALGAMATED FINANCIAL CORP$522,1850.01%16,303CommonSOLE
364760108GAPGAP INC$517,1200.01%20,200CommonSOLE
808524763FNDASCHWAB STRATEGIC TR$515,2830.01%16,353CommonSOLE
969457100WMBWILLIAMS COS INC$514,6020.01%8,561CommonSOLE
29332G102EHABUSDENHABIT INC$508,9440.01%55,200CommonSOLE
133131102CPTCAMDEN PPTY TR$497,5620.01%4,520CommonSOLE
26817Q886DXDYNEX CAP INC$497,3550.01%35,500CommonSOLE
922042676VNQIVANGUARD INTL EQUITY INDEX F$495,0500.01%10,799CommonSOLE
81619Q105SEMSELECT MED HLDGS CORP$494,5050.01%33,300CommonSOLE
00039J806BUFCAB ACTIVE ETFS INC$494,3760.01%11,963CommonSOLE
808524847SCHHSCHWAB STRATEGIC TR$493,6520.01%23,631CommonSOLE
092528884CALIBLACKROCK ETF TRUST II$493,2470.01%9,775CommonSOLE
126402106CSWCSW INDUSTRIALS INC$490,7820.01%1,672CommonSOLE
G36738105FDPFRESH DEL MONTE PRODUCE INC$488,1310.01%13,700CommonSOLE
Y1771G102CMRECOSTAMARE INC$487,0740.01%30,847CommonSOLE
78468R796SPYXSPDR SERIES TRUST$485,0320.01%8,632CommonSOLE
22002T108CDPCOPT DEFENSE PROPERTIES$483,7200.01%17,400CommonSOLE
832696405SJMSMUCKER J M CO$483,5730.01%4,944CommonSOLE
252784301DRHDIAMONDROCK HOSPITALITY CO$480,2560.01%53,600CommonSOLE
004498101ACIWACI WORLDWIDE INC$479,3910.01%10,027CommonSOLE
922908736VUGVANGUARD INDEX FDS$475,6280.01%974CommonSOLE
383082104GRCGORMAN RUPP CO$472,7250.01%9,900CommonSOLE
79546E104SBHSALLY BEAUTY HLDGS INC$472,0060.01%33,100CommonSOLE
03076C106AMPAMERIPRISE FINL INC$466,3130.01%951CommonSOLE
46435G425ESGUISHARES TR$465,8600.01%3,127CommonSOLE
35473M105FGDLFRANKLIN TEMPLETON HOLDINGS$460,8000.01%8,000CommonSOLE
464287721IYWISHARES TR$460,4620.01%2,306CommonSOLE
922908744VTVVANGUARD INDEX FDS$459,5220.01%2,406CommonSOLE
880345103TNCTENNANT CO$458,1930.01%6,217CommonSOLE
292554102ECPGENCORE CAP GROUP INC$457,4100.01%8,416CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$453,6510.01%5,840CommonSOLE
635906100NHCNATIONAL HEALTHCARE CORP$449,6550.01%3,280CommonSOLE
374689107ROCKGIBRALTAR INDS INC$447,2840.01%9,047CommonSOLE
607828100MODMODINE MFG CO$447,2590.01%3,350CommonSOLE
872590104TMUST-MOBILE US INC$445,2670.01%2,193CommonSOLE
946784105WAYWAYSTAR HLDG CORP$444,9090.01%13,585CommonSOLE
011642105ALRMALARM COM HLDGS INC$441,2720.01%8,649CommonSOLE
64115T104NTCTNETSCOUT SYS INC$441,0780.01%16,300CommonSOLE
866683105SNCYSUN CTRY AIRLS HLDGS INC$433,1390.01%30,100CommonSOLE

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.