MondegarAI
TOWNSQUARE CAPITAL LLC

Q3 2025 · 13F-HR

TOWNSQUARE CAPITAL LLCholdings as filed

Filed 2025-11-03 · accession 0001580642-25-006952

$661.1M
Reported value
370
Positions
2025-09-30
Period end
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The Brief · TOWNSQUARE CAPITAL LLC · Q3 2025

AI · grounded in 13F

TOWNSQUARE CAPITAL LLC established a new position in AAPL worth $26.6M. The fund also initiated new stakes in MSFT for $22.9M and ADVISORS SER TR LCLG for $21M. Additional new positions include SPDR SERIES TRUST SPYG at $19.7M and META at $19.6M. The fund ended the period with 370 positions and total AUM of $661.1M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$26.6M4.03%104,571CommonNONE
594918104MSFTMICROSOFT CORP$22.9M3.46%44,123CommonNONE
00770X246LCLGADVISORS SER TR$21.0M3.18%334,621CommonNONE
78464A409SPYGSPDR SERIES TRUST$19.7M2.98%188,545CommonNONE
30303M102METAMETA PLATFORMS INC$19.6M2.97%26,700CommonNONE
67066G104NVDANVIDIA CORPORATION$18.5M2.79%98,920CommonNONE
023135106AMZNAMAZON COM INC$16.1M2.44%73,519CommonNONE
11135F101AVGOBROADCOM INC$14.1M2.13%42,615CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$12.0M1.81%17,980CommonNONE
57636Q104MAMASTERCARD INCORPORATED$11.7M1.77%20,591CommonNONE
78464A508SPYVSPDR SERIES TRUST$10.2M1.54%184,118CommonNONE
02079K305GOOGLALPHABET INC$9.3M1.41%38,316CommonNONE
478160104JNJJOHNSON & JOHNSON$8.7M1.32%47,176CommonNONE
464287614IWFISHARES TR$8.7M1.32%18,568CommonNONE
166764100CVXCHEVRON CORP NEW$8.6M1.30%55,486CommonNONE
00287Y109ABBVABBVIE INC$8.4M1.27%36,383CommonNONE
17275R102CSCOCISCO SYS INC$7.9M1.19%114,930CommonNONE
64110L106NFLXNETFLIX INC$7.8M1.18%6,482CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$7.8M1.17%24,585CommonNONE
718172109PMPHILIP MORRIS INTL INC$7.3M1.10%44,716CommonNONE
949746101WMT2WELLS FARGO CO NEW$6.9M1.04%82,083CommonNONE
780259305SHELSHELL PLC$6.7M1.01%93,228CommonNONE
68389X105ORCLORACLE CORP$6.6M1.00%23,393CommonNONE
92826C839VVISA INC$6.4M0.96%18,669CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$6.3M0.96%144,117CommonNONE
02079K107GOOGALPHABET INC$6.1M0.92%24,903CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$6.0M0.91%140,909CommonNONE
03831W108APPAPPLOVIN CORP$5.8M0.88%8,131CommonNONE
00206R102TAT&T INC$5.7M0.86%201,699CommonNONE
713448108PEPPEPSICO INC$5.7M0.86%40,383CommonNONE
717081103PFEPFIZER INC$5.2M0.79%204,776CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$4.8M0.73%894CommonNONE
824348106SHWSHERWIN WILLIAMS CO$4.7M0.72%13,671CommonNONE
902973304USBUS BANCORP DEL$4.7M0.71%97,568CommonNONE
437076102HDHOME DEPOT INC$4.5M0.69%11,194CommonNONE
532457108LLYELI LILLY & CO$4.5M0.69%5,941CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$4.5M0.68%32,112CommonNONE
609207105MDLZMONDELEZ INTL INC$4.5M0.68%71,873CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$4.3M0.65%51,775CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$4.1M0.63%8,242CommonNONE
742718109PGPROCTER AND GAMBLE CO$4.0M0.61%26,315CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$4.0M0.60%14,155CommonNONE
81762P102NOWSERVICENOW INC$3.8M0.58%4,173CommonNONE
88160R101TSLATESLA INC$3.8M0.58%8,577CommonNONE
Y2573F102FLEXFLEX LTD$3.8M0.57%64,799CommonNONE
78409V104SPGIS&P GLOBAL INC$3.6M0.54%7,389CommonNONE
78464A649SPABSPDR SERIES TRUST$3.4M0.52%133,035CommonNONE
78468R663BILSPDR SERIES TRUST$3.3M0.51%36,431CommonNONE
855244109SBUXSTARBUCKS CORP$3.3M0.50%39,457CommonNONE
191216100KOCOCA COLA CO$3.3M0.50%49,714CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$3.2M0.48%3,453CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$3.2M0.48%67,332CommonNONE
75513E101RTXRTX CORPORATION$3.1M0.47%18,663CommonNONE
78464A839MDYVSPDR SERIES TRUST$3.0M0.46%36,346CommonNONE
032095101APHAMPHENOL CORP NEW$2.8M0.42%22,574CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$2.6M0.40%10,738CommonNONE
464287200IVVISHARES TR$2.6M0.40%3,955CommonNONE
548661107LOWLOWES COS INC$2.6M0.40%10,504CommonNONE
747525103QCOMQUALCOMM INC$2.6M0.39%15,561CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$2.5M0.38%8,580CommonNONE
00724F101ADBEADOBE INC$2.5M0.38%7,125CommonNONE
98978V103ZTSZOETIS INC$2.5M0.37%16,902CommonNONE
038222105AMATAPPLIED MATLS INC$2.4M0.36%11,495CommonNONE
907818108UNPUNION PAC CORP$2.3M0.35%9,853CommonNONE
337738108FISVFISERV INC$2.3M0.35%17,909CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$2.3M0.35%9,688CommonNONE
58933Y105MRKMERCK & CO INC$2.3M0.34%27,064CommonNONE
617446448MSMORGAN STANLEY$2.2M0.34%13,973CommonNONE
461202103INTUINTUIT$2.2M0.34%3,247CommonNONE
060505104BACBANK AMERICA CORP$2.2M0.33%42,221CommonNONE
126650100CVSCVS HEALTH CORP$2.2M0.33%28,696CommonNONE
872540109TJXTJX COS INC NEW$2.2M0.33%14,921CommonNONE
031162100AMGNAMGEN INC$2.1M0.32%7,445CommonNONE
59156R108METMETLIFE INC$2.1M0.31%25,007CommonNONE
88339J105TTDTHE TRADE DESK INC$2.0M0.31%41,662CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$2.0M0.30%5,777CommonNONE
46434V407SHYGISHARES TR$2.0M0.30%45,583CommonNONE
571903202MARMARRIOTT INTL INC NEW$1.9M0.29%7,458CommonNONE
464287598IWDISHARES TR$1.9M0.29%9,458CommonNONE
G5960L103MDTMEDTRONIC PLC$1.9M0.28%19,661CommonNONE
580135101MCDMCDONALDS CORP$1.9M0.28%6,152CommonNONE
253393102DKSDICKS SPORTING GOODS INC$1.9M0.28%8,386CommonNONE
278865100ECLECOLAB INC$1.8M0.27%6,408CommonNONE
147528103CASYCASEYS GEN STORES INC$1.8M0.26%3,098CommonNONE
74164M108PRIPRIMERICA INC$1.7M0.26%6,140CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$1.7M0.26%20,205CommonNONE
30231G102XOMEXXON MOBIL CORP$1.7M0.25%14,757CommonNONE
50212V100LPLALPL FINL HLDGS INC$1.6M0.25%4,876CommonNONE
46090E103QQQINVESCO QQQ TR$1.6M0.24%2,691CommonNONE
537008104LFUSLITTELFUSE INC$1.6M0.24%6,230CommonNONE
48251W104KKRKKR & CO INC$1.6M0.24%12,225CommonNONE
859241101STRLSTERLING INFRASTRUCTURE INC$1.6M0.24%4,669CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$1.5M0.23%7,134CommonNONE
82509L107SHOPSHOPIFY INC$1.5M0.23%10,256CommonNONE
002824100ABTABBOTT LABS$1.5M0.23%11,202CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.5M0.22%7,973CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$1.4M0.22%28,493CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.4M0.22%2,965CommonNONE
78464A300SLYVSPDR SERIES TRUST$1.4M0.22%16,096CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$1.4M0.22%11,495CommonNONE
366651107ITGARTNER INC$1.4M0.22%5,408CommonNONE
46429B267GOVTISHARES TR$1.4M0.21%61,091CommonNONE
36828A101GEVGE VERNOVA INC$1.4M0.21%2,282CommonNONE
911363109URIUNITED RENTALS INC$1.4M0.21%1,454CommonNONE
745867101PHMPULTE GROUP INC$1.4M0.21%10,380CommonNONE
921932703VOOVVANGUARD ADMIRAL FDS INC$1.4M0.20%6,792CommonNONE
20825C104COPCONOCOPHILLIPS$1.3M0.20%14,255CommonNONE
718546104PSXPHILLIPS 66$1.3M0.20%9,782CommonNONE
539830109LMTLOCKHEED MARTIN CORP$1.3M0.20%2,620CommonNONE
149123101CATCATERPILLAR INC$1.3M0.20%2,720CommonNONE
679580100ODFLOLD DOMINION FREIGHT LINE IN$1.3M0.20%9,208CommonNONE
311900104FASTFASTENAL CO$1.3M0.19%25,807CommonNONE
78464A821MDYGSPDR SERIES TRUST$1.3M0.19%13,693CommonNONE
882681109TXRHTEXAS ROADHOUSE INC$1.2M0.19%7,513CommonNONE
438516106HONHONEYWELL INTL INC$1.2M0.19%5,915CommonNONE
443510607HUBBHUBBELL INC$1.2M0.18%2,817CommonNONE
243537107DECKDECKERS OUTDOOR CORP$1.2M0.18%11,956CommonNONE
256746108DLTRDOLLAR TREE INC$1.2M0.18%12,753CommonNONE
670100205NVONOVO-NORDISK A S$1.2M0.18%21,000CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$1.2M0.18%7,164CommonNONE
931142103WMTWALMART INC$1.1M0.17%11,146CommonNONE
254687106DISDISNEY WALT CO$1.1M0.17%10,019CommonNONE
922908751VBVANGUARD INDEX FDS$1.1M0.17%4,492CommonNONE
369604301GEGE AEROSPACE$1.1M0.17%3,786CommonNONE
219350105GLWCORNING INC$1.1M0.17%13,812CommonNONE
46435G672IAGGISHARES TR$1.1M0.17%21,973CommonNONE
025816109AXPAMERICAN EXPRESS CO$1.1M0.17%3,384CommonNONE
37045V100GMGENERAL MTRS CO$1.1M0.17%18,018CommonNONE
482480100KLACKLA CORP$1.1M0.16%983CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$1.0M0.16%4,205CommonNONE
172967424CCITIGROUP INC$1.0M0.15%10,068CommonNONE
064058100BKBANK NEW YORK MELLON CORP$1.0M0.15%9,342CommonNONE
G3265R107APTVAPTIV PLC$1.0M0.15%11,736CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$995,7960.15%25,390CommonNONE
464285204IAUISHARES GOLD TR$979,5570.15%13,461CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$966,8260.15%16,135CommonNONE
110448107BTIBRITISH AMERN TOB PLC$962,1810.15%18,127CommonNONE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$961,7180.15%4,648CommonNONE
09290D101BLKBLACKROCK INC$956,0620.14%820CommonNONE
291011104EMREMERSON ELEC CO$952,6520.14%7,262CommonNONE
969457100WMBWILLIAMS COS INC$949,3000.14%14,985CommonNONE
45782C508PJANINNOVATOR ETFS TRUST$948,5520.14%20,713CommonNONE
682189105ONON SEMICONDUCTOR CORP$938,0240.14%19,023CommonNONE
075887109BDXBECTON DICKINSON & CO$937,0300.14%5,006CommonNONE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$923,5740.14%3,108CommonNONE
231021106CMICUMMINS INC$911,9230.14%2,159CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$907,9120.14%16,757CommonNONE
464287655IWMISHARES TR$906,6230.14%3,747CommonNONE
040413205ANETARISTA NETWORKS INC$868,5770.13%5,961CommonNONE
609839105MPWRMONOLITHIC PWR SYS INC$863,5600.13%938CommonNONE
55354G100MSCIMSCI INC$857,9240.13%1,512CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$843,2620.13%14,329CommonNONE
78463V107GLDSPDR GOLD TR$843,1740.13%2,372CommonNONE
92206C771VMBSVANGUARD SCOTTSDALE FDS$834,8080.13%17,777CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$814,0310.12%1,660CommonNONE
863667101SYKSTRYKER CORPORATION$814,0140.12%2,202CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$795,8840.12%3,961CommonNONE
375558103GILDGILEAD SCIENCES INC$793,7610.12%7,151CommonNONE
56585A102MPCMARATHON PETE CORP$792,5470.12%4,112CommonNONE
871607107SNPSSYNOPSYS INC$781,0360.12%1,583CommonNONE
N07059210ASMLASML HOLDING N V$777,3760.12%803CommonNONE
808513105SCHWSCHWAB CHARLES CORP$768,5930.12%8,051CommonNONE
008474108AEMAGNICO EAGLE MINES LTD$767,9600.12%4,556CommonNONE
596278101MIDDMIDDLEBY CORP$762,8850.12%5,739CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$755,9720.11%1,345CommonNONE
654106103NKENIKE INC$750,1900.11%10,759CommonNONE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$747,2940.11%11,142CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$742,0350.11%23,254CommonNONE
11271J107BNBROOKFIELD CORP$730,5820.11%10,653CommonNONE
H1467J104CBCHUBB LIMITED$727,0760.11%2,576CommonNONE
89832Q109TFCTRUIST FINL CORP$719,9530.11%15,747CommonNONE
78464A474SPSBSPDR SERIES TRUST$708,4830.11%23,390CommonNONE
026874784AIGAMERICAN INTL GROUP INC$704,8970.11%8,975CommonNONE
78463X871GWXSPDR INDEX SHS FDS$690,7750.10%17,192CommonNONE
29250N105ENBENBRIDGE INC$690,4450.10%13,683CommonNONE
45782C540PDECINNOVATOR ETFS TRUST$687,4470.10%16,360CommonNONE
20030N101CMCSACOMCAST CORP NEW$678,1690.10%21,584CommonNONE
219948106CPAYCORPAY INC$665,9940.10%2,312CommonNONE
464288877EFVISHARES TR$665,6060.10%9,813CommonNONE
570535104MKLMARKEL GROUP INC$663,2420.10%347CommonNONE
70432V102PAYCPAYCOM SOFTWARE INC$660,2200.10%3,172CommonNONE
91913Y100VLOVALERO ENERGY CORP$650,9040.10%3,823CommonNONE
256677105DGDOLLAR GEN CORP NEW$637,4620.10%6,168CommonNONE
45782C409BJANINNOVATOR ETFS TRUST$635,0210.10%11,978CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$626,1220.09%1,400CommonNONE
79466L302CRMSALESFORCE INC$620,5850.09%2,619CommonNONE
957638109WALWESTERN ALLIANCE BANCORP$616,2330.09%7,106CommonNONE
78464A201SLYGSPDR SERIES TRUST$615,0220.09%6,521CommonNONE
882508104TXNTEXAS INSTRS INC$610,7190.09%3,324CommonNONE
055622104BPBP PLC$605,2900.09%17,565CommonNONE
512807306LRCXLAM RESEARCH CORP$602,9520.09%4,503CommonNONE
674599105OXYOCCIDENTAL PETE CORP$598,5160.09%12,667CommonNONE
109641100EATBRINKER INTL INC$597,0430.09%4,713CommonNONE
009066101ABNBAIRBNB INC$592,7730.09%4,882CommonNONE
172908105CTASCINTAS CORP$590,3370.09%2,876CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$589,5830.09%6,018CommonNONE
697435105PANWPALO ALTO NETWORKS INC$578,0770.09%2,839CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$558,9010.08%4,968CommonNONE
02209S103MOALTRIA GROUP INC$551,5120.08%8,349CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$548,6420.08%12,165CommonNONE
681116109OLLIOLLIES BARGAIN OUTLET HLDGS$540,6930.08%4,211CommonNONE
126408103CSXCSX CORP$535,8350.08%15,090CommonNONE
G8473T100STESTERIS PLC$534,7180.08%2,161CommonNONE
516544103LNTHLANTHEUS HLDGS INC$534,6990.08%10,425CommonNONE
G87110105FTITECHNIPFMC PLC$534,1530.08%13,540CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$533,2150.08%5,195CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$532,0790.08%2,254CommonNONE
009158106APDAIR PRODS & CHEMS INC$531,5510.08%1,949CommonNONE
04016X101ARGXARGENX SE$531,0440.08%720CommonNONE
097023105BABOEING CO$530,9410.08%2,460CommonNONE
595112103MUMICRON TECHNOLOGY INC$528,5630.08%3,159CommonNONE
26614N102DDDUPONT DE NEMOURS INC$528,1630.08%6,780CommonNONE
464287804IJRISHARES TR$528,1370.08%4,444CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$525,9950.08%2,735CommonNONE
12572Q105CMECME GROUP INC$525,0030.08%1,943CommonNONE
12504L109CBRECBRE GROUP INC$519,0020.08%3,294CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$513,7290.08%645CommonNONE
00130H105AESAES CORP$512,4770.08%38,942CommonNONE
65339F101NEENEXTERA ENERGY INC$507,5920.08%6,724CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$503,0270.08%1,624CommonNONE
58733R102MELIMERCADOLIBRE INC$493,0940.07%211CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$489,8840.07%6,864CommonNONE
760759100RSGREPUBLIC SVCS INC$489,4810.07%2,133CommonNONE
922908629VOVANGUARD INDEX FDS$484,6710.07%1,650CommonNONE
244199105DEDEERE & CO$474,6360.07%1,038CommonNONE
464288521USRTISHARES TR$463,8290.07%7,899CommonNONE
464287176TIPISHARES TR$461,6740.07%4,151CommonNONE
30212P303EXPEEXPEDIA GROUP INC$461,4870.07%2,159CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$455,1000.07%2,425CommonNONE
592688105MTDMETTLER TOLEDO INTERNATIONAL$452,9880.07%369CommonNONE
464288414MUBISHARES TR$452,7950.07%4,252CommonNONE
464288885EFGISHARES TR$444,3660.07%3,902CommonNONE
743315103PGRPROGRESSIVE CORP$439,5710.07%1,780CommonNONE
G0403H108AONAON PLC$438,2370.07%1,229CommonNONE
458140100INTCINTEL CORP$433,2060.07%12,912CommonNONE
18915M107NETCLOUDFLARE INC$422,7420.06%1,970CommonNONE
94106L109WMWASTE MGMT INC DEL$419,5940.06%1,900CommonNONE
922908744VTVVANGUARD INDEX FDS$418,9400.06%2,246CommonNONE
904767704UNILEVER PLC$417,6860.06%7,046CommonNONE
98138H101WDAYWORKDAY INC$409,7220.06%1,702CommonNONE
87612E106TGTTARGET CORP$409,6170.06%4,567CommonNONE
969904101WSMWILLIAMS SONOMA INC$408,0990.06%2,088CommonNONE
125523100CITHE CIGNA GROUP$407,8750.06%1,415CommonNONE
921910816MGKVANGUARD WORLD FD$403,6270.06%1,003CommonNONE
73278L105POOLPOOL CORP$401,8510.06%1,296CommonNONE
771049103RBLXROBLOX CORP$401,2930.06%2,897CommonNONE
574795100MASIMASIMO CORP$396,1720.06%2,685CommonNONE
000360206AAONAAON INC$393,1020.06%4,207CommonNONE
78468R622JNKSPDR SERIES TRUST$381,8670.06%3,897CommonNONE
91529Y106UNMUNUM GROUP$379,2550.06%4,876CommonNONE
78468R853SPSMSPDR SERIES TRUST$372,6440.06%8,045CommonNONE
G54950103LINLINDE PLC$371,4920.06%782CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$370,1110.06%3,433CommonNONE
833034101SNASNAP ON INC$368,3610.06%1,063CommonNONE
922908611VBRVANGUARD INDEX FDS$366,7040.06%1,757CommonNONE
78464A854SPYMSPDR SERIES TRUST$364,1240.06%4,648CommonNONE
75524B104RBCRBC BEARINGS INC$363,3600.05%931CommonNONE
464287721IYWISHARES TR$359,5990.05%1,836CommonNONE
G0176J109ALLEALLEGION PLC$357,5370.05%2,016CommonNONE
464287507IJHISHARES TR$350,3810.05%5,369CommonNONE
749685103RPMRPM INTL INC$349,3970.05%2,964CommonNONE
464287457SHYISHARES TR$347,7690.05%4,192CommonNONE
422806208HEI/AHEICO CORP NEW$344,0380.05%1,354CommonNONE
46138E537PZAINVESCO EXCH TRADED FD TR II$342,6330.05%14,839CommonNONE
617700109MORNMORNINGSTAR INC$341,9830.05%1,474CommonNONE
464287648IWOISHARES TR$336,0420.05%1,050CommonNONE
464287622IWBISHARES TR$335,8760.05%919CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$334,8530.05%855CommonNONE
G29183103ETNEATON CORP PLC$333,4570.05%891CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$331,2380.05%943CommonNONE
370334104GISGENERAL MLS INC$328,9900.05%6,525CommonNONE
45168D104IDXXIDEXX LABS INC$328,3890.05%514CommonNONE
655844108NSCNORFOLK SOUTHN CORP$328,0480.05%1,092CommonNONE
217204106CPRTCOPART INC$327,8310.05%7,290CommonNONE
754730109RJFRAYMOND JAMES FINL INC$326,7310.05%1,893CommonNONE
046353108AZNNASTRAZENECA PLC$326,5970.05%4,257CommonNONE
122017106BURLBURLINGTON STORES INC$323,2150.05%1,270CommonNONE
09260D107BXBLACKSTONE INC$322,9070.05%1,890CommonNONE
69331C108PCGPG&E CORP$313,2580.05%20,773CommonNONE
40412C101HCAHCA HEALTHCARE INC$311,5520.05%731CommonNONE
464287473IWSISHARES TR$309,0900.05%2,213CommonNONE
872590104TMUST-MOBILE US INC$299,2250.05%1,250CommonNONE
231561101CWCURTISS WRIGHT CORP$299,1610.05%551CommonNONE
494368103KMBKIMBERLY-CLARK CORP$298,0430.05%2,397CommonNONE
46641Q308JPEMJ P MORGAN EXCHANGE TRADED F$296,6900.04%5,029CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$295,5580.04%4,391CommonNONE
45782C300UJANINNOVATOR ETFS TRUST$295,2180.04%7,008CommonNONE
444859102HUMHUMANA INC$292,1710.04%1,123CommonNONE
035710839NLYANNALY CAPITAL MANAGEMENT IN$292,1560.04%14,456CommonNONE
92939U106WECWEC ENERGY GROUP INC$291,1720.04%2,541CommonNONE
533900106LECOLINCOLN ELEC HLDGS INC$285,5900.04%1,211CommonNONE
761152107RMDRESMED INC$285,2330.04%1,042CommonNONE
74349Y753SHPROSHARES TR$283,5570.04%7,672CommonNONE
464287465EFAISHARES TR$282,3510.04%3,024CommonNONE
H50430232LOGILOGITECH INTL S A$281,0010.04%2,562CommonNONE
464287481IWPISHARES TR$275,5640.04%1,935CommonNONE
88033G407THCTENET HEALTHCARE CORP$275,3220.04%1,356CommonNONE
031100100AMEAMETEK INC$275,0920.04%1,463CommonNONE
22160N109CSGPCOSTAR GROUP INC$273,8650.04%3,246CommonNONE
922042874VGKVANGUARD INTL EQUITY INDEX F$272,9960.04%3,421CommonNONE
90384S303ULTAULTA BEAUTY INC$272,2820.04%498CommonNONE
78351F107RYANRYAN SPECIALTY HOLDINGS INC$270,6970.04%4,803CommonNONE
464287630IWNISHARES TR$270,1660.04%1,528CommonNONE
25809K105DASHDOORDASH INC$270,0860.04%993CommonNONE
29414B104EPAMEPAM SYS INC$268,2550.04%1,779CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$268,1650.04%3,355CommonNONE
92204A702VGTVANGUARD WORLD FD$265,8000.04%356CommonNONE
756109104OREALTY INCOME CORP$265,3480.04%4,365CommonNONE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$264,4940.04%4,954CommonNONE
526107107LIILENNOX INTL INC$262,5620.04%496CommonNONE
808524862SCHOSCHWAB STRATEGIC TR$258,7130.04%10,603CommonNONE
46432F396MTUMISHARES TR$257,9880.04%1,006CommonNONE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$255,7740.04%914CommonNONE
21036P108STZCONSTELLATION BRANDS INC$255,6040.04%1,898CommonNONE
464287226AGGISHARES TR$252,7300.04%2,521CommonNONE
695156109PKGPACKAGING CORP AMER$250,1830.04%1,148CommonNONE
452308109ITWILLINOIS TOOL WKS INC$249,5470.04%957CommonNONE
682680103OKEONEOK INC NEW$247,6600.04%3,394CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$246,9360.04%540CommonNONE
285512109EAELECTRONIC ARTS INC$246,2750.04%1,221CommonNONE
369550108GDGENERAL DYNAMICS CORP$244,8380.04%718CommonNONE
66987V109NVSNOVARTIS AG$242,8860.04%1,894CommonNONE
381430107GSIEGOLDMAN SACHS ETF TR$242,3850.04%5,896CommonNONE
78464A292PSKSPDR SERIES TRUST$242,3700.04%7,329CommonNONE
23331A109DHID R HORTON INC$242,1730.04%1,429CommonNONE
88579Y101MMM3M CO$241,3050.04%1,555CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$240,8250.04%8,821CommonNONE
25243Q205DEODIAGEO PLC$238,0980.04%2,495CommonNONE
63947X101NCNONCINO INC$237,2400.04%8,751CommonNONE
29084Q100EMEEMCOR GROUP INC$233,1850.04%359CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$233,1700.04%1,157CommonNONE
902494103TSNTYSON FOODS INC$233,0670.04%4,292CommonNONE
016255101ALGNALIGN TECHNOLOGY INC$232,2830.04%1,855CommonNONE
844741108LUVSOUTHWEST AIRLS CO$231,1240.03%7,243CommonNONE
92936U109WPCWP CAREY INC$231,0900.03%3,420CommonNONE
879360105TDYTELEDYNE TECHNOLOGIES INC$230,9000.03%394CommonNONE
803054204SAPSAP SE$230,3350.03%862CommonNONE
06849F108BBARRICK MNG CORP$229,2590.03%6,996CommonNONE
339750101FNDFLOOR & DECOR HLDGS INC$228,1010.03%3,095CommonNONE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$224,2570.03%868CommonNONE
550021109LULULULULEMON ATHLETICA INC$222,0560.03%1,248CommonNONE
89151E109TTENTOTALENERGIES SE$220,3760.03%3,692CommonNONE
16411R208LNGCHENIERE ENERGY INC$216,6510.03%922CommonNONE
942622200WSOWATSCO INC$215,4920.03%533CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$213,8950.03%650CommonNONE
55405Y100MTSIMACOM TECH SOLUTIONS HLDGS I$212,6290.03%1,708CommonNONE
441593100HLIHOULIHAN LOKEY INC$211,8900.03%1,032CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$211,8240.03%502CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$211,1050.03%927CommonNONE
98389B100XELXCEL ENERGY INC$210,9810.03%2,616CommonNONE
052769106ADSKAUTODESK INC$210,6150.03%663CommonNONE
833445109SNOWSNOWFLAKE INC$209,0850.03%927CommonNONE
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$208,0460.03%3,307CommonNONE
892356106TSCOTRACTOR SUPPLY CO$207,3000.03%3,645CommonNONE
955306105WSTWEST PHARMACEUTICAL SVSC INC$207,0000.03%789CommonNONE
88076W103TDCTERADATA CORP DEL$206,4320.03%9,597CommonNONE
33829M101FIVEFIVE BELOW INC$206,3690.03%1,334CommonNONE
45867G101IDCCINTERDIGITAL INC$205,0670.03%594CommonNONE
651639106NEMNEWMONT CORP$204,1150.03%2,421CommonNONE
22052L104CTVACORTEVA INC$202,2140.03%2,990CommonNONE
292765104EPACENERPAC TOOL GROUP CORP$201,7610.03%4,921CommonNONE
368736104GNRCGENERAC HLDGS INC$201,3820.03%1,203CommonNONE
N00985106AERAERCAP HOLDINGS NV$200,9810.03%1,661CommonNONE
302635206FSKFS KKR CAP CORP$170,6050.03%11,427CommonNONE
74915M605QVCAQQVC GROUP INC$158,9390.02%11,782CommonNONE
17259U204CIONCION INVT CORP$149,7560.02%15,797CommonNONE
539439109LYGLLOYDS BANKING GROUP PLC$108,9640.02%24,001CommonNONE
0076CA104AEGAEGON LTD$105,4040.02%13,192CommonNONE
904311107UAAUNDER ARMOUR INC$86,5970.01%17,354CommonNONE
59318D104CXEMFS HIGH INCOME MUN TR$43,4870.01%11,690CommonNONE

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.