InvestInfoAI
Baird Financial Group, Inc.

Q1 2026 · 13F-HR

Baird Financial Group, Inc.holdings as filed

Filed 2026-05-14 · accession 0001648711-26-000004

$64.01B
Reported value
1,826
Positions
2026-03-31
Period end
View analyzed profile →PRO

The Brief · Baird Financial Group, Inc. · Q1 2026

AI · grounded in 13F

Baird Financial Group, Inc. significantly increased its position in UBER, growing its share count by 589.29%. The fund also accumulated shares in AMZN by 27.29% and VEA by 6.81%. Conversely, the firm trimmed its holding in GEV by 13.64%.

Holdings as filed

First 500 of 1826

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$2.54B3.97%10,001,362CommonSOLE
594918104MSFTMICROSOFT CORP$2.14B3.34%5,782,718CommonSOLE
46625H100JPMJPMORGAN CHASE CO$1.97B3.07%6,687,348CommonSOLE
02079K107GOOGALPHABET INC$1.94B3.03%6,757,501CommonSOLE
921943858VEAVANGUARD TAX MANAGED FDS$1.38B2.15%21,484,114CommonSOLE
464287598IWDISHARES TR$1.29B2.01%6,026,778CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.28B2.00%2,666,968CommonSOLE
36828A101GEVGE VERNOVA INC$1.20B1.87%1,373,039CommonSOLE
464287614IWFISHARES TR$1.20B1.87%2,806,999CommonSOLE
023135106AMZNAMAZON COM INC$1.14B1.78%5,461,894CommonSOLE
478160104JNJJOHNSON JOHNSON$1.11B1.73%4,524,578CommonSOLE
369604301GEGE AEROSPACE$987.6M1.54%3,480,286CommonSOLE
437076102HDHOME DEPOT INC$958.9M1.50%2,915,642CommonSOLE
30303M102METAMETA PLATFORMS INC$954.3M1.49%1,668,044CommonSOLE
464287499IWRISHARES TR$872.1M1.36%8,969,908CommonSOLE
67066G104NVDANVIDIA CORPORATION$853.2M1.33%4,892,044CommonSOLE
743315103PGRPROGRESSIVE CORP$820.6M1.28%4,139,552CommonSOLE
464287804IJRISHARES TR$803.5M1.26%6,464,078CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$793.7M1.24%8,445,361CommonSOLE
701094104PHPARKER HANNIFIN CORP$783.6M1.22%875,351CommonSOLE
311900104FASTFASTENAL CO$713.5M1.11%15,377,769CommonSOLE
872540109TJXTJX COS INC NEW$696.0M1.09%4,358,195CommonSOLE
G87052109TELTE CONNECTIVITY PLC$654.0M1.02%3,128,894CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$631.6M0.99%6,841,844CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$613.0M0.96%615,148CommonSOLE
11135F101AVGOBROADCOM INC$596.4M0.93%1,926,756CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS$594.4M0.93%10,154,088CommonSOLE
922908363VOOVANGUARD INDEX FDS$572.5M0.89%958,001CommonSOLE
464287200IVVISHARES TR$564.3M0.88%863,829CommonSOLE
46432F842IEFAISHARES TR$558.9M0.87%6,173,951CommonSOLE
02079K305GOOGLALPHABET INC$557.9M0.87%1,939,965CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$551.8M0.86%6,668,337CommonSOLE
907818108UNPUNION PAC CORP$503.8M0.79%2,076,555CommonSOLE
254687106DISDISNEY WALT CO$479.6M0.75%4,976,161CommonSOLE
949746101WMT2WELLS FARGO CO$476.3M0.74%5,982,815CommonSOLE
921937819BIVVANGUARD BD INDEX FDS$431.9M0.67%5,596,477CommonSOLE
00287Y109ABBVABBVIE INC$424.1M0.66%1,950,203CommonSOLE
78462F103SPYSTATE STR SPDR SP 500 ETF T$404.7M0.63%622,227CommonSOLE
235851102DHRDANAHER CORP DEL$403.1M0.63%2,125,922CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$398.2M0.62%5,535,270CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$379.9M0.59%7,028,898CommonSOLE
681919106OMCOMNICOM GROUP INC$354.7M0.55%4,710,039CommonSOLE
166764100CVXCHEVRON CORPORATION$347.4M0.54%1,679,158CommonSOLE
92826C839VVISA INC$334.7M0.52%1,107,291CommonSOLE
060505104BACBANK AMERICA CORP$333.1M0.52%6,833,405CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$315.5M0.49%933,556CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$312.5M0.49%2,181,842CommonSOLE
922908744VTVVANGUARD INDEX FDS$296.5M0.46%1,511,322CommonSOLE
922908769VTIVANGUARD INDEX FDS$290.0M0.45%903,864CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$286.1M0.45%3,810,156CommonSOLE
931142103WMTWALMART INC$284.7M0.44%2,291,058CommonSOLE
922908736VUGVANGUARD INDEX FDS$280.2M0.44%641,405CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$265.1M0.41%530,614CommonSOLE
532457108LLYELI LILLY CO$260.7M0.41%283,474CommonSOLE
464287440IEFISHARES TR$260.0M0.41%2,724,472CommonSOLE
464287507IJHISHARES TR$239.0M0.37%3,539,416CommonSOLE
30231G102XOMEXXON MOBIL CORP$230.1M0.36%1,356,023CommonSOLE
742718109PGPROCTER GAMBLE CO$223.4M0.35%1,546,922CommonSOLE
46090E103QQQINVESCO QQQ TR$221.7M0.35%384,148CommonSOLE
149123101CATCATERPILLAR INC$217.4M0.34%306,859CommonSOLE
922908751VBVANGUARD INDEX FDS$212.4M0.33%810,773CommonSOLE
17275R102CSCOCISCO SYS INC$208.6M0.33%2,688,589CommonSOLE
464288877EFVISHARES TR$201.9M0.32%2,716,112CommonSOLE
580135101MCDMCDONALDS CORP$185.9M0.29%598,104CommonSOLE
78464A474SPSBSPDR SERIES TRUST$180.3M0.28%5,995,308CommonSOLE
922908629VOVANGUARD INDEX FDS$180.0M0.28%626,685CommonSOLE
002824100ABTABBOTT LABORATORIES$178.0M0.28%1,733,915CommonSOLE
25434V708DFACDIMENSIONAL ETF TRUST$171.5M0.27%4,414,037CommonSOLE
46434G103IEMGISHARES INC$169.7M0.27%2,432,761CommonSOLE
G29183103ETNEATON CORP PLC$167.1M0.26%467,195CommonSOLE
N07059210ASMLASML HLDG NV$162.2M0.25%122,814CommonSOLE
713448108PEPPEPSICO INC$158.9M0.25%1,023,213CommonSOLE
09290D101BLKBLACKROCK INC$157.3M0.25%163,584CommonSOLE
032095101APHAMPHENOL CORP$150.0M0.23%1,187,029CommonSOLE
464287465EFAISHARES TR$146.9M0.23%1,511,924CommonSOLE
464287655IWMISHARES TR$143.9M0.22%580,208CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$141.5M0.22%955,524CommonSOLE
032654105ADIANALOG DEVICES INC$141.2M0.22%443,864CommonSOLE
58933Y105MRKMERCK CO INC$139.9M0.22%1,163,093CommonSOLE
75513E101RTXRTX CORPORATION$138.8M0.22%719,785CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$134.1M0.21%623,599CommonSOLE
143130102KMXCARMAX INC$127.6M0.20%3,068,452CommonSOLE
863667101SYKSTRYKER CORPORATION$125.4M0.20%381,606CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$124.6M0.19%2,481,311CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$123.9M0.19%762,965CommonSHARED
11285B108BEPCBROOKFIELD RENEWABLE CORP$119.3M0.19%2,995,014CommonSOLE
464285204IAUISHARES GOLD TR$118.9M0.19%1,348,186CommonSOLE
88160R101TSLATESLA INC$117.8M0.18%316,798CommonSOLE
031162100AMGNAMGEN INC$117.6M0.18%334,329CommonSOLE
512807306LRCXLAM RESEARCH CORP$116.4M0.18%544,962CommonSOLE
191216100KOCOCA COLA CO$107.1M0.17%1,408,533CommonSOLE
855244109SBUXSTARBUCKS CORP$106.5M0.17%1,188,947CommonSOLE
693718108PCARPACCAR INC$105.4M0.16%912,155CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$104.7M0.16%1,330,716CommonSHARED
G54950103LINLINDE PLC$104.2M0.16%210,217CommonSOLE
07725L102ONCBEONE MEDICINES LTD$103.8M0.16%349,651CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$101.7M0.16%207,003CommonSOLE
78463V107GLDSPDR GOLD TR$101.6M0.16%236,225CommonSOLE
464287309IVWISHARES TR$100.0M0.16%883,779CommonSOLE
87283Q867TCAFT ROWE PRICE ETF INC$98.2M0.15%2,758,226CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$96.1M0.15%473,159CommonSOLE
291011104EMREMERSON ELEC CO$94.6M0.15%722,256CommonSOLE
244199105DEDEERE CO$93.2M0.15%165,515CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$92.5M0.14%706,338CommonSOLE
G5960L103MDTMEDTRONIC PLC$92.3M0.14%1,064,898CommonSOLE
595112103MUMICRON TECHNOLOGY INC$92.2M0.14%273,015CommonSOLE
278865100ECLECOLAB INC$91.8M0.14%345,093CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$90.7M0.14%107,170CommonSOLE
902973304USBUS BANCORP$89.6M0.14%1,723,048CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$89.3M0.14%368,617CommonSOLE
26875P101EOGEOG RES INC$89.0M0.14%615,691CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$88.7M0.14%707,391CommonSOLE
882508104TXNTEXAS INSTRS INC$85.9M0.13%442,271CommonSOLE
747525103QCOMQUALCOMM INC$85.4M0.13%662,914CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$85.2M0.13%1,707,796CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$84.2M0.13%404,438CommonSOLE
482497104BEKEKE HLDGS INC$84.1M0.13%5,617,800CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$84.0M0.13%641,112CommonSOLE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$83.0M0.13%1,952,007CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$82.6M0.13%525,354CommonSOLE
12572Q105CMECME GROUP INC$82.5M0.13%279,264CommonSOLE
464287622IWBISHARES TR$81.7M0.13%229,201CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$81.2M0.13%74,271CommonSOLE
94106L109WMWASTE MGMT INC DEL$81.0M0.13%352,562CommonSOLE
14020G101CGGRCAPITAL GROUP GROWTH ETF$80.4M0.13%1,999,359CommonSOLE
65339F101NEENEXTERA ENERGY INC$80.1M0.13%862,126CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$79.4M0.12%230,046CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$78.1M0.12%487,293CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$77.4M0.12%297,191CommonSOLE
147528103CASYCASEYS GEN STORES INC$77.2M0.12%106,070CommonSOLE
33738R506RDVYFIRST TR EXCHANGE TRADED FD$76.9M0.12%1,126,899CommonSOLE
78409V104SPGISP GLOBAL INC$76.6M0.12%180,209CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$74.8M0.12%943,634CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$74.2M0.12%231,422CommonSOLE
64110L106NFLXNETFLIX INC.$73.1M0.11%760,152CommonSOLE
097023105BABOEING CO$72.7M0.11%365,437CommonSOLE
704326107PAYXPAYCHEX INC$70.9M0.11%770,007CommonSOLE
25434V799DFICDIMENSIONAL ETF TRUST$69.9M0.11%1,967,806CommonSOLE
783513203RYAAYRYANAIR HOLDINGS PLC$69.2M0.11%1,197,176CommonSOLE
81141R100SESEA LTD$68.6M0.11%828,142CommonSOLE
H1467J104CBCHUBB LTD SWITZ$66.8M0.10%204,951CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$66.8M0.10%1,089,625CommonSOLE
33741X102SDVYFIRST TR EXCHANGE TRADED FD$66.6M0.10%1,689,276CommonSOLE
46434V621DGROISHARES TR$65.0M0.10%926,648CommonSOLE
717081103PFEPFIZER INC$64.9M0.10%2,310,997CommonSOLE
92939U106WECWEC ENERGY GROUP INC$64.1M0.10%553,929CommonSOLE
68389X105ORCLORACLE CORP$63.7M0.10%433,339CommonSOLE
55354G100MSCIMSCI INC$63.4M0.10%117,605CommonSOLE
69374H881COWZPACER FDS TR$62.2M0.10%994,456CommonSOLE
780287108RGLDROYAL GOLD INC$62.0M0.10%243,661CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$62.0M0.10%2,019,352CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$61.9M0.10%304,500CommonSOLE
550021109LULULULULEMON ATHLETICA INC$58.9M0.09%384,769CommonSOLE
79466L302CRMSALESFORCE INC$58.7M0.09%314,328CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$57.8M0.09%125,410CommonSOLE
78468R663BILSPDR SERIES TRUST$56.3M0.09%614,478CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$56.0M0.09%92,725CommonSOLE
231561101CWCURTISS WRIGHT CORP$55.9M0.09%82,038CommonSOLE
921910840MGVVANGUARD WORLD FD$55.6M0.09%383,484CommonSOLE
438516106HONHONEYWELL INTL INC$54.2M0.08%239,665CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$54.2M0.08%370,212CommonSOLE
464287408IVEISHARES TR$54.0M0.08%255,631CommonSOLE
651639106NEMNEWMONT CORP$53.8M0.08%497,016CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$53.7M0.08%330,560CommonSOLE
571748102MRSHMARSH MCLENNAN COS INC$53.4M0.08%307,661CommonSOLE
81369Y860XLRESELECT SECTOR SPDR TR$52.6M0.08%1,288,221CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$52.1M0.08%120,029CommonSOLE
85208R101CEFSPROTT ASSET MANAGEMENT LP$52.0M0.08%1,088,961CommonSOLE
626755102MUSAMURPHY USA INC$51.9M0.08%105,010CommonSOLE
617446448MSMORGAN STANLEY$51.3M0.08%311,463CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$51.0M0.08%265,598CommonSOLE
20825C104COPCONOCOPHILLIPS$50.2M0.08%380,666CommonSOLE
74762E102QUREQUANTA SVCS INC$49.5M0.08%90,227CommonSOLE
14020V108CGUSCAPITAL GROUP CORE EQUITY ET$49.2M0.08%1,281,194CommonSOLE
548661107LOWLOWES COS INC$48.4M0.08%204,961CommonSOLE
921910733ESGVVANGUARD WORLD FD$48.1M0.08%428,716CommonSOLE
040413205ANETARISTA NETWORKS INC$48.1M0.08%391,672CommonSOLE
025816109AXPAMERICAN EXPRESS CO$48.0M0.08%158,841CommonSOLE
14020Y102CGCPCAPITAL GRP FIXED INCM ETF T$46.8M0.07%2,095,162CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$46.7M0.07%186,252CommonSOLE
46432F339QUALISHARES TR$46.6M0.07%242,921CommonSOLE
45168D104IDXXIDEXX LABS INC$46.4M0.07%82,535CommonSOLE
46435U853USHYISHARES TR$46.2M0.07%1,253,028CommonSOLE
038222105AMATAPPLIED MATLS INC$45.9M0.07%134,176CommonSOLE
464287705IJJISHARES TR$45.2M0.07%341,363CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$44.9M0.07%273,865CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$44.5M0.07%62CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$44.5M0.07%57,589CommonSOLE
942622200WSOWATSCO INC$44.5M0.07%122,206CommonSOLE
461202103INTUINTUIT$44.1M0.07%101,990CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$44.1M0.07%973,136CommonSOLE
718172109PMPHILIP MORRIS INTL INC$44.0M0.07%265,912CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$43.8M0.07%674,376CommonSOLE
172967424CCITIGROUP INC$43.6M0.07%384,533CommonSOLE
81762P102NOWSERVICENOW INC$43.3M0.07%413,802CommonSOLE
381430503GSLCGOLDMAN SACHS ETF TR$43.0M0.07%343,984CommonSOLE
00775Y645SAMTADVISORS INNER CIRCLE FD III$42.9M0.07%1,092,801CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$42.5M0.07%214,248CommonSOLE
872590104TMUST MOBILE US INC$42.4M0.07%201,672CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$42.2M0.07%222,199CommonSOLE
69374H873ICOWPACER FDS TR$42.0M0.07%988,530CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$41.4M0.06%729,907CommonSOLE
45867G101IDCCINTERDIGITAL INC$41.0M0.06%135,902CommonSOLE
921937827BSVVANGUARD BD INDEX FDS$40.6M0.06%517,565CommonSOLE
46434G764EMXCISHARES INC$40.2M0.06%510,922CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$39.4M0.06%194,243CommonSOLE
14020X104CGGOCAPITAL GROUP GBL GROWTH EQT$39.3M0.06%1,179,162CommonSOLE
375558103GILDGILEAD SCIENCES INC$39.3M0.06%282,089CommonSOLE
911312106UPSUNITED PARCEL SVCS INC$39.1M0.06%397,941CommonSOLE
33734H106FVDFIRST TR EXCHANGE TRADED FD$39.1M0.06%830,494CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$38.8M0.06%212,901CommonSOLE
98419M100XYLXYLEM INC$38.6M0.06%322,885CommonSOLE
464287226AGGISHARES TR$38.5M0.06%388,261CommonSOLE
670346105NUENUCOR CORP$38.5M0.06%227,672CommonSOLE
74348A467NOBLPROSHARES TR$38.3M0.06%361,235CommonSOLE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$38.2M0.06%687,726CommonSOLE
46434V381XTISHARES TR$38.1M0.06%558,892CommonSOLE
148929102CAVACAVA GROUP INC$38.1M0.06%470,634CommonSOLE
47103U845JAAAJANUS DETROIT STR TR$38.0M0.06%754,826CommonSOLE
316773100FITBFIFTH THIRD BANCORP$37.9M0.06%816,413CommonSOLE
093712107BEBLOOM ENERGY CORP$37.8M0.06%279,293CommonSOLE
25434V203DFAIDIMENSIONAL ETF TRUST$37.8M0.06%970,233CommonSOLE
464288638IGIBISHARES TR$37.6M0.06%707,296CommonSOLE
78464A763SDYSPDR SERIES TRUST$37.2M0.06%255,207CommonSOLE
464288588MBBISHARES TR$37.2M0.06%391,343CommonSOLE
925652109VICIVICI PPTYS INC$36.9M0.06%1,350,598CommonSOLE
464287168DVYISHARES TR$36.8M0.06%242,901CommonSOLE
922908553VNQVANGUARD INDEX FDS$36.2M0.06%408,541CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$36.1M0.06%125,843CommonSOLE
969457100WMBWILLIAMS COS INC$36.0M0.06%495,080CommonSOLE
464288414MUBISHARES TR$36.0M0.06%339,274CommonSOLE
808524854SCHRSCHWAB STRATEGIC TR$36.0M0.06%1,445,430CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$35.3M0.06%265,827CommonSOLE
33739E108FPEFIRST TR EXCH TRADED FD III$34.8M0.05%1,962,134CommonSOLE
739128106POWLPOWELL INDS INC$34.8M0.05%64,250CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$34.7M0.05%236,708CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$34.2M0.05%251,020CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$34.0M0.05%111,724CommonSOLE
316188309FBNDFIDELITY MERRIMACK STR TR$33.8M0.05%741,167CommonSOLE
775711104ROLROLLINS INC$33.4M0.05%625,979CommonSOLE
351858105FNVFRANCO NEV CORP$33.4M0.05%135,298CommonSOLE
001055102AFLAFLAC INC$33.3M0.05%303,545CommonSOLE
78467Y107MDYSTATE STR SPDR SP MIDCAP 40$33.2M0.05%53,888CommonSOLE
46434V613IUSBISHARES TR$33.2M0.05%718,506CommonSOLE
922908611VBRVANGUARD INDEX FDS$33.0M0.05%151,976CommonSOLE
464288687PFFISHARES TR$33.0M0.05%1,088,817CommonSOLE
58155Q103MCKMCKESSON CORP$33.0M0.05%38,117CommonSOLE
92343E102VRSNVERISIGN INC$33.0M0.05%132,702CommonSOLE
983793100XPOXPO INC$32.9M0.05%169,033CommonSOLE
654106103NKENIKE INC$32.9M0.05%622,511CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$32.9M0.05%142,391CommonSOLE
464287242LQDISHARES TR$32.3M0.05%296,592CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$31.8M0.05%136,144CommonSOLE
50050N103KTBKONTOOR BRANDS INC$31.7M0.05%450,494CommonSOLE
464287481IWPISHARES TR$31.4M0.05%244,939CommonSOLE
760759100RSGREPUBLIC SVCS INC$31.3M0.05%142,938CommonSOLE
053611109AVYAVERY DENNISON CORP$31.2M0.05%180,408CommonSOLE
14020Y409CGSDCAPITAL GRP FIXED INCM ETF T$31.0M0.05%1,203,344CommonSOLE
858119100STLDSTEEL DYNAMICS INC$30.8M0.05%170,976CommonSOLE
25434V831DUHPDIMENSIONAL ETF TRUST$30.7M0.05%835,000CommonSOLE
00206R102TATT INC$30.5M0.05%1,051,189CommonSOLE
571903202MARMARRIOTT INTL INC NEW$30.5M0.05%93,160CommonSOLE
336917109FDLFIRST TR EXCHANGE TRADED FD$30.2M0.05%593,781CommonSOLE
33738D879RDVIFIRST TR EXCHANGE TRADED FD$30.1M0.05%1,177,764CommonSOLE
464287879IJSISHARES TR$29.8M0.05%251,891CommonSOLE
25434V807DFIVDIMENSIONAL ETF TRUST$29.8M0.05%564,454CommonSOLE
91913Y100VLOVALERO ENERGY CORP$29.8M0.05%120,516CommonSOLE
911363109URIUNITED RENTALS INC$29.7M0.05%40,753CommonSOLE
482480100KLACKLA CORP$29.7M0.05%20,164CommonSOLE
903731107ULSUL SOLUTIONS INC$29.6M0.05%345,585CommonSOLE
252131107DXCMDEXCOM INC$29.3M0.05%466,080CommonSOLE
92204A702VGTVANGUARD WORLD FD$29.1M0.05%41,645CommonSOLE
25434V104DFAUDIMENSIONAL ETF TRUST$29.0M0.05%643,823CommonSOLE
14019W109CGXUCAPITAL GROUP INTL FOCUS EQT$29.0M0.05%983,506CommonSOLE
009158106APDAIR PRODUCTS AND CHEMICALS I$29.0M0.05%99,670CommonSOLE
842587107SOSOUTHERN CO$28.9M0.05%299,473CommonSOLE
92206C714VONVVANGUARD SCOTTSDALE FDS$28.8M0.05%307,467CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$28.7M0.04%626,228CommonSOLE
14020Y300CGMSCAPITAL GRP FIXED INCM ETF T$28.7M0.04%1,052,298CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$28.6M0.04%105,767CommonSOLE
464287234EEMISHARES TR$28.5M0.04%501,182CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$28.4M0.04%79,195CommonSOLE
110122108BMYBRISTOL MYERS SQUIBB CO$28.4M0.04%468,115CommonSOLE
45784P101PODDINSULET CORP$28.0M0.04%133,415CommonSOLE
87256C101TKOTKO GROUP HOLDINGS INC$28.0M0.04%138,624CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$27.8M0.04%6,608CommonSOLE
64361Q101VNOMVIPER ENERGY INC$27.7M0.04%589,254CommonSOLE
88579Y101MMM3M CO$27.6M0.04%190,029CommonSOLE
98149E303GLDMWORLD GOLD TR$27.2M0.04%293,852CommonSOLE
980745103WWDWOODWARD INC$27.2M0.04%76,084CommonSOLE
921946794VYMIVANGUARD WHITEHALL FDS$26.7M0.04%283,665CommonSOLE
03214Q108AMPXAMPRIUS TECHNOLOGIES INC$26.7M0.04%1,585,098CommonSOLE
29084Q100EMEEMCOR GROUP INC$26.6M0.04%35,967CommonSOLE
871829107SYYSYSCO CORP$26.5M0.04%372,119CommonSOLE
369550108GDGENERAL DYNAMICS CORP$26.5M0.04%77,113CommonSOLE
452327109ILMNILLUMINA INC$26.3M0.04%213,519CommonSOLE
G0593M107AZNASTRAZENECA PLC$26.3M0.04%133,378CommonSOLE
443510607HUBBHUBBELL INC$26.2M0.04%53,458CommonSOLE
218937100CNRCORE NATURAL RESOURCES INC$26.2M0.04%250,141CommonSOLE
41068X100HASIHA SUSTAINABLE INFRA CAP INC$26.2M0.04%711,961CommonSOLE
74347B680REGLPROSHARES TR$26.1M0.04%302,183CommonSOLE
00326A104SGOLETFS GOLD TR$26.0M0.04%582,230CommonSOLE
922475108VEEVVEEVA SYS INC$25.9M0.04%147,612CommonSOLE
G51502105JCIJOHNSON CONTROLS INTERNATION$25.9M0.04%197,788CommonSOLE
02209S103MOALTRIA GROUP INC$25.9M0.04%392,255CommonSOLE
749685103RPMRPM INTL INC$25.7M0.04%258,812CommonSOLE
33739Q200LMBSFIRST TR EXCHANGE TRADED FD$25.6M0.04%514,944CommonSOLE
368736104GNRCGENERAC HLDGS INC$25.5M0.04%130,532CommonSOLE
464288646IGSBISHARES TR$25.5M0.04%484,583CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$25.3M0.04%755,809CommonSOLE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$25.3M0.04%336,313CommonSOLE
78464A508SPYVSPDR SERIES TRUST$25.2M0.04%444,837CommonSOLE
87612E106TGTTARGET CORP$24.9M0.04%205,159CommonSOLE
464287606IJKISHARES TR$24.8M0.04%246,667CommonSOLE
26701L100BROSDUTCH BROS INC$24.8M0.04%488,644CommonSOLE
97717W307DLNWISDOMTREE TR$24.7M0.04%276,256CommonSOLE
464287473IWSISHARES TR$24.6M0.04%169,103CommonSOLE
03027X100AMTAMERICAN TOWER CORP$24.6M0.04%142,714CommonSOLE
464288802SUSAISHARES TR$24.4M0.04%184,874CommonSOLE
78464A383SPMBSPDR SERIES TRUST$24.1M0.04%1,075,176CommonSOLE
025072877AVUVAMERICAN CENTY ETF TR$24.0M0.04%217,361CommonSOLE
422806109HEIHEICO CORP NEW$24.0M0.04%87,394CommonSOLE
78464A854SPYMSPDR SERIES TRUST$24.0M0.04%312,993CommonSOLE
00775Y652SAGPADVISORS INNER CIRCLE FD III$23.9M0.04%697,360CommonSOLE
761152107RMDRESMED INC$23.8M0.04%105,940CommonSOLE
464287457SHYISHARES TR$23.8M0.04%287,752CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$23.6M0.04%324,343CommonSOLE
049560105ATOATMOS ENERGY CORP$23.5M0.04%127,222CommonSOLE
33740F805FIXDFIRST TR EXCHNG TRADED FD VI$23.5M0.04%538,337CommonSOLE
464287150ITOTISHARES TR$23.4M0.04%164,374CommonSOLE
33735K108FTCFIRST TR EXCHANGE TRADED ALP$23.4M0.04%151,568CommonSOLE
384109104GGGGRACO INC$23.2M0.04%273,580CommonSOLE
464288760ITAISHARES TR$23.0M0.04%105,077CommonSOLE
746729300PVALPUTNAM ETF TRUST$22.8M0.04%492,201CommonSOLE
025072703AVDEAMERICAN CENTY ETF TR$22.7M0.04%267,548CommonSOLE
233051200DBEFDBX ETF TR$22.4M0.03%453,194CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$22.4M0.03%154,569CommonSOLE
718546104PSXPHILLIPS 66$22.4M0.03%122,794CommonSOLE
171484108CHDNCHURCHILL DOWNS INC$22.2M0.03%246,774CommonSOLE
115637209BF/BBROWN FORMAN CORP$22.1M0.03%835,597CommonSOLE
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$22.0M0.03%467,250CommonSOLE
46428Q109SLVISHARES SILVER TR$21.7M0.03%318,468CommonSOLE
97717W570EZMWISDOMTREE TR$21.7M0.03%322,814CommonSOLE
23325P104DNPDNP SELECT INCOME FD INC$21.4M0.03%2,075,806CommonSOLE
97717X263DDWMWISDOMTREE TR$21.3M0.03%483,311CommonSOLE
69374H857CALFPACER FDS TR$21.3M0.03%474,736CommonSOLE
92206C706VGITVANGUARD SCOTTSDALE FDS$21.3M0.03%356,975CommonSOLE
464288661IEIISHARES TR$21.2M0.03%178,684CommonSOLE
20030N101CMCSACOMCAST CORP NEW$21.1M0.03%735,595CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$21.0M0.03%107,369CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$20.9M0.03%59,092CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$20.8M0.03%98,276CommonSOLE
33738R605FVFIRST TR EXCHANGE TRADED FD$20.7M0.03%343,182CommonSOLE
247361702DALDELTA AIR LINES INC$20.6M0.03%310,187CommonSOLE
46429B267GOVTISHARES TR$20.6M0.03%897,153CommonSOLE
29364G103ETRENTERGY CORP NEW$20.5M0.03%182,464CommonSOLE
31428X106FDXFEDEX CORP$20.5M0.03%57,559CommonSOLE
46432F396MTUMISHARES TR$20.3M0.03%84,687CommonSOLE
294429105EFXEQUIFAX INC$20.3M0.03%112,591CommonSOLE
172908105CTASCINTAS CORP$20.2M0.03%119,601CommonSOLE
759916109RGENREPLIGEN CORP$20.2M0.03%171,630CommonSOLE
33735B108FNXFIRST TR EXCHANGE TRADED ALP$20.1M0.03%156,988CommonSOLE
231021106CMICUMMINS INC$20.1M0.03%37,401CommonSOLE
464288885EFGISHARES TR$20.1M0.03%180,560CommonSOLE
47804J206JHMMJOHN HANCOCK EXCHANGE TRADED$20.0M0.03%297,509CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$19.8M0.03%115,483CommonSOLE
16411R208LNGCHENIERE ENERGY INC$19.7M0.03%69,572CommonSOLE
04010L103ARCCARES CAPITAL CORP$19.6M0.03%1,090,155CommonSOLE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$19.6M0.03%387,770CommonSOLE
90138F102TWLOTWILIO INC$19.5M0.03%155,309CommonSOLE
609207105MDLZMONDELEZ INTL INC$19.5M0.03%337,646CommonSOLE
988498101YUMYUM BRANDS INC$19.5M0.03%125,149CommonSOLE
922908512VOEVANGUARD INDEX FDS$19.4M0.03%105,265CommonSOLE
G8473T100STESTERIS PLC$19.3M0.03%87,470CommonSOLE
926400102VSCOVICTORIAS SECRET AND CO$19.3M0.03%415,662CommonSOLE
29357K103ENVAENOVA INTL INC$19.2M0.03%141,571CommonSOLE
526107107LIILENNOX INTL INC$18.8M0.03%40,579CommonSOLE
219350105GLWCORNING INC$18.8M0.03%138,258CommonSOLE
37954Y848SILGLOBAL X FDS$18.8M0.03%208,247CommonSOLE
22052L104CTVACORTEVA INC$18.6M0.03%222,694CommonSOLE
97717W505DONWISDOMTREE TR$18.6M0.03%354,423CommonSOLE
82509L107SHOPSHOPIFY INC$18.5M0.03%156,201CommonSOLE
46138J783BSCRINVESCO EXCH TRD SLF IDX FD$18.5M0.03%942,629CommonSOLE
092528603BINCBLACKROCK ETF TRUST II$18.4M0.03%354,243CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$18.4M0.03%120,594CommonSOLE
56585A102MPCMARATHON PETE CORP$18.3M0.03%74,936CommonSOLE
46138J643BSCSINVESCO EXCH TRD SLF IDX FD$18.3M0.03%895,118CommonSOLE
98978V103ZTSZOETIS INC$18.2M0.03%154,225CommonSOLE
300426103ECGEVERUS CONSTR GROUP$18.2M0.03%154,159CommonSOLE
92189F676SMHVANECK ETF TRUST$18.2M0.03%47,433CommonSOLE
031652100AMKRAMKOR TECHNOLOGY INC$18.2M0.03%403,777CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$18.1M0.03%249,769CommonSOLE
126650100CVSCVS HEALTH CORP$18.1M0.03%251,697CommonSOLE
40412C101HCAHCA HEALTHCARE INC$18.1M0.03%38,193CommonSOLE
443201108HWMHOWMET AEROSPACE INC$18.0M0.03%78,094CommonSOLE
46435U549EAGGISHARES TR$18.0M0.03%378,331CommonSOLE
339750101FNDFLOOR DECOR HLDGS INC$17.9M0.03%352,669CommonSOLE
011659109ALKALASKA AIR GROUP INC$17.9M0.03%485,967CommonSOLE
46435G516ESGDISHARES TR$17.7M0.03%185,581CommonSOLE
46138J791BSCQINVESCO EXCH TRD SLF IDX FD$17.7M0.03%907,602CommonSOLE
09260D107BXBLACKSTONE INC$17.6M0.03%153,210CommonSOLE
45337C102INCYINCYTE CORP$17.6M0.03%186,860CommonSOLE
92206C680VONGVANGUARD SCOTTSDALE FDS$17.5M0.03%159,489CommonSOLE
464287630IWNISHARES TR$17.4M0.03%91,585CommonSOLE
78463X152NANRSPDR INDEX SHS FDS$17.3M0.03%206,520CommonSOLE
Y41053102INSWINTERNATIONAL SEAWAYS INC$17.2M0.03%236,671CommonSOLE
579780206MKCMCCORMICK CO INC$17.2M0.03%341,819CommonSOLE
19247G107COHRCOHERENT CORP$17.2M0.03%72,049CommonSOLE
46138J577BSCTINVESCO EXCH TRD SLF IDX FD$17.1M0.03%917,448CommonSOLE
85207H104PHYSSPROTT ASSET MANAGEMENT LP$17.0M0.03%481,001CommonSOLE
172062101CINFCINCINNATI FINL CORP$17.0M0.03%107,989CommonSOLE
281020107EIXEDISON INTL$17.0M0.03%231,960CommonSOLE
253868103DLRDIGITAL RLTY TR INC$16.8M0.03%93,401CommonSOLE
46138J460BSCUINVESCO EXCH TRD SLF IDX FD$16.7M0.03%999,401CommonSOLE
303250104FICOFAIR ISAAC CORP$16.6M0.03%15,508CommonSOLE
921946810VIGIVANGUARD WHITEHALL FDS$16.5M0.03%186,248CommonSOLE
631103108NDAQNASDAQ INC$16.5M0.03%193,878CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$16.4M0.03%48,028CommonSOLE
464288448IDVISHARES TR$16.4M0.03%384,771CommonSOLE
33733E104FTCSFIRST TR EXCHANGE TRADED FD$16.3M0.03%176,024CommonSOLE
03073E105CORCENCORA INC$16.3M0.03%51,961CommonSOLE
46138J429BSCVINVESCO EXCH TRD SLF IDX FD$16.2M0.03%987,210CommonSOLE
922020805VTIPVANGUARD MALVERN FDS$16.2M0.03%325,004CommonSOLE
219948106CPAYCORPAY INC$16.2M0.03%55,774CommonSOLE
464287648IWOISHARES TR$16.2M0.03%51,572CommonSOLE
191098102COKECOCA COLA CONS INC$16.2M0.03%84,375CommonSOLE
125269100CFCF INDUSTRIES HOLD$16.2M0.03%124,391CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$16.1M0.03%196,808CommonSOLE
922908538VOTVANGUARD INDEX FDS$16.1M0.03%62,560CommonSOLE
46139W858BSCWINVESCO EXCH TRD SLF IDX FD$16.1M0.03%781,137CommonSOLE
N3167Y103RACEFERRARI N V$16.0M0.02%47,209CommonSOLE
501044101KRKROGER CO$15.9M0.02%220,353CommonSOLE
57686G105MATXMATSON INC$15.9M0.02%97,065CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$15.7M0.02%190,632CommonSOLE
72703X106PLPLANET LABS PBC$15.7M0.02%560,562CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$15.5M0.02%39,771CommonSOLE
92333F101VGVENTURE GLOBAL INC$15.5M0.02%984,948CommonSOLE
126408103CSXCSX CORP$15.5M0.02%377,751CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$15.5M0.02%504,640CommonSOLE
33939L860QDFFLEXSHARES TR$15.4M0.02%195,321CommonSOLE
67077M108NTRNUTRIEN LTD$15.4M0.02%204,548CommonSOLE
18467V109YOUCLEAR SECURE INC$15.4M0.02%318,108CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$15.4M0.02%155,187CommonSOLE
46436E718SGOVISHARES TR$15.3M0.02%151,869CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$15.3M0.02%337,932CommonSOLE
55826T102SPHRSPHERE ENTERTAINMENT CO$15.3M0.02%129,940CommonSOLE
78467X109DIASTATE STR SPDR DOW JONES IND$15.2M0.02%32,900CommonSOLE
92206C847VGLTVANGUARD SCOTTSDALE FDS$15.2M0.02%274,197CommonSOLE
92204A504VHTVANGUARD WORLD FD$15.0M0.02%55,119CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$14.9M0.02%301,446CommonSOLE
00402L107ASOACADEMY SPORTS OUTDOORS IN$14.8M0.02%261,389CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$14.6M0.02%52,563CommonSOLE
922908637VVVANGUARD INDEX FDS$14.6M0.02%48,866CommonSOLE
92189F106GDXVANECK ETF TRUST$14.6M0.02%159,044CommonSOLE
05550J101BJBJS WHSL CLUB HLDGS INC$14.6M0.02%148,206CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$14.4M0.02%196,084CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$14.4M0.02%57,287CommonSOLE
31609A206FESMFIDELITY COVINGTON TRUST$14.3M0.02%377,214CommonSOLE
128030202CALMCAL MAINE FOODS INC$14.3M0.02%180,809CommonSOLE
249906108DSGXDESCARTES SYS GROUP INC$14.3M0.02%199,827CommonSOLE
89832Q109TFCTRUIST FINL CORP$14.2M0.02%309,589CommonSOLE
37954Y293MLPXGLOBAL X FDS$14.1M0.02%191,118CommonSOLE
260003108DOVDOVER CORP$14.1M0.02%67,470CommonSOLE
127097103CTRACOTERRA ENERGY INC$14.1M0.02%400,190CommonSOLE
45780R101IBPINSTALLED BLDG PRODS INC$14.0M0.02%52,825CommonSOLE
199908104FIXCOMFORT SYS USA INC$13.9M0.02%10,101CommonSOLE
680223104ORIOLD REP INTL CORP$13.9M0.02%348,044CommonSOLE
466313103JBLJABIL INC$13.8M0.02%52,067CommonSOLE
74743L100QQNITY ELECTRONICS INC$13.8M0.02%119,845CommonSOLE
426281101JKHYHENRY JACK ASSOC INC$13.8M0.02%87,010CommonSOLE
97717Y527USFRWISDOMTREE TR$13.7M0.02%272,570CommonSOLE
852066208SIISPROTT INC$13.7M0.02%95,662CommonSOLE
69374H709GCOWPACER FDS TR$13.7M0.02%295,354CommonSOLE
806857108SLBSLB LIMITED$13.6M0.02%264,970CommonSOLE
46137V597PRFZINVESCO EXCHANGE TRADED FD T$13.5M0.02%294,623CommonSOLE
74340W103PLDPROLOGIS INC.$13.5M0.02%101,809CommonSOLE
773121108RKLBROCKET LAB CORP$13.4M0.02%208,897CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$13.4M0.02%223,355CommonSOLE
78468R648KOMPSPDR SERIES TRUST$13.3M0.02%228,080CommonSOLE
97717W315DEMWISDOMTREE TR$13.3M0.02%268,050CommonSOLE
92189F643MOATVANECK ETF TRUST$13.3M0.02%137,663CommonSOLE
115236101BROBROWN BROWN INC$13.3M0.02%204,007CommonSOLE
92276F100VTRVENTAS INC$13.3M0.02%162,487CommonSOLE
G48833118WFRDWEATHERFORD INTL PLC$13.2M0.02%139,937CommonSOLE
372460105GPCGENUINE PARTS CO$13.2M0.02%125,125CommonSOLE
92204A884VOXVANGUARD WORLD FD$13.2M0.02%73,518CommonSOLE
78249U308RGLORUSSELL INVTS EXCHANGE TRADE$13.1M0.02%453,327CommonSOLE
33733E302FDNFIRST TR EXCHANGE TRADED FD$13.1M0.02%55,841CommonSOLE
922908595VBKVANGUARD INDEX FDS$13.1M0.02%43,186CommonSOLE
31609A503FMDEFIDELITY COVINGTON TRUST$13.0M0.02%362,813CommonSOLE
458140100INTCINTEL CORP$13.0M0.02%295,232CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$12.9M0.02%282,626CommonSOLE
74933W452TBILRBB FD INC$12.9M0.02%259,371CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$12.9M0.02%45,636CommonSOLE
833034101SNASNAP ON INC$12.9M0.02%35,425CommonSOLE
343412102FLRFLUOR CORP$12.9M0.02%275,573CommonSOLE
589400100MCYMERCURY GENL CORP NEW$12.8M0.02%145,640CommonSOLE
55286W405MFSIMFS ACTIVE EXCHANGE TRADED F$12.8M0.02%431,711CommonSOLE
464287663IUSVISHARES TR$12.8M0.02%125,476CommonSOLE
29444U700EQIXEQUINIX INC$12.8M0.02%13,075CommonSOLE

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.