InvestInfoAI
Legacy Bridge, LLC

Q4 2025 · 13F-HR

Legacy Bridge, LLCholdings as filed

Filed 2026-01-23 · accession 0001689144-26-000001

$246.4M
Reported value
464
Positions
2025-12-31
Period end
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The Brief · Legacy Bridge, LLC · Q4 2025

AI · grounded in 13F

Legacy Bridge, LLC increased its position in IXUS by 605.17%. The fund also accumulated shares in MU and AMD, increasing those holdings by 552.92% and 443.43% respectively. Conversely, the fund trimmed its position in ONON by 96.59%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$12.0M4.88%64,458CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$10.5M4.24%58,812CommonSOLE
36828A101GEVGE VERNOVA INC$7.5M3.05%11,495CommonSOLE
11135F101AVGOBROADCOM INC$7.5M3.05%21,683CommonSOLE
859241101STRLSTERLING INFRASTRUCTURE INC$5.6M2.29%18,438CommonSOLE
95123P106WTBAWEST BANCORPORATION INC$5.6M2.29%254,401CommonSOLE
15101Q207CLSCELESTICA INC$5.5M2.22%18,487CommonSOLE
040413205ANETARISTA NETWORKS INC$5.0M2.04%38,387CommonSOLE
594918104MSFTMICROSOFT CORP$4.3M1.73%8,789CommonSOLE
149123101CATCATERPILLAR INC$4.2M1.71%7,365CommonSOLE
023135106AMZNAMAZON COM INC$4.2M1.71%18,228CommonSOLE
532457108LLYELI LILLY & CO$4.2M1.68%3,862CommonSOLE
931142103WMTWALMART INC$4.1M1.67%36,986CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$4.0M1.61%7,902CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$3.4M1.38%11,200CommonSOLE
02079K107GOOGALPHABET INC$3.2M1.28%10,083CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$3.1M1.26%9,657CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$3.1M1.25%19,049CommonSOLE
G29183103ETNEATON CORP PLC$3.0M1.23%9,528CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$2.8M1.13%23,159CommonSOLE
701094104PHPARKER-HANNIFIN CORP$2.8M1.12%3,147CommonSOLE
02156V109OKLOOKLO INC$2.7M1.11%38,135CommonSOLE
15643U104LEUCENTRUS ENERGY CORP$2.5M1.03%10,461CommonSOLE
037833100AAPLAPPLE INC$2.5M1.02%9,253CommonSOLE
74255Y888PREFPRINCIPAL EXCHANGE TRADED FD$2.4M0.97%125,605CommonSOLE
464287648IWOISHARES TR$2.4M0.96%7,332CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$2.3M0.95%4,112CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$2.3M0.94%2,675CommonSOLE
N07059210ASMLASML HOLDING N V$2.2M0.89%2,061CommonSOLE
464287655IWMISHARES TR$2.2M0.89%8,914CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$2.1M0.85%33,629CommonSOLE
05464C101AXONAXON ENTERPRISE INC$2.1M0.84%3,653CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$2.1M0.84%11,236CommonSOLE
46434G103IEMGISHARES INC$2.0M0.83%30,418CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$2.0M0.83%17,596CommonSOLE
437076102HDHOME DEPOT INC$2.0M0.79%5,689CommonSOLE
921909768VXUSVANGUARD STAR FDS$1.9M0.78%25,364CommonSOLE
548661107LOWLOWES COS INC$1.9M0.77%7,915CommonSOLE
244199105DEDEERE & CO$1.8M0.74%3,941CommonSOLE
464287499IWRISHARES TR$1.8M0.73%18,724CommonSOLE
631103108NDAQNASDAQ INC$1.8M0.72%18,275CommonSOLE
969904101WSMWILLIAMS SONOMA INC$1.8M0.72%9,921CommonSOLE
464287630IWNISHARES TR$1.7M0.69%9,335CommonSOLE
747525103QCOMQUALCOMM INC$1.7M0.68%9,781CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.7M0.68%13,835CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$1.6M0.66%32,490CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$1.6M0.65%66,505CommonSOLE
617446448MSMORGAN STANLEY$1.6M0.64%8,867CommonSOLE
09290D101BLKBLACKROCK INC$1.6M0.63%1,449CommonSOLE
464287473IWSISHARES TR$1.5M0.63%10,950CommonSOLE
74762E102QUREQUANTA SVCS INC$1.5M0.62%3,630CommonSOLE
595112103MUMICRON TECHNOLOGY INC$1.5M0.62%5,367CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$1.5M0.62%7,041CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$1.5M0.62%30,027CommonSOLE
91913Y100VLOVALERO ENERGY CORP$1.5M0.62%9,353CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$1.5M0.62%7,108CommonSOLE
N97284108NBISNEBIUS GROUP N.V.$1.5M0.61%17,995CommonSOLE
30303M102METAMETA PLATFORMS INC$1.5M0.61%2,281CommonSOLE
464287465EFAISHARES TR$1.5M0.61%15,634CommonSOLE
46432F834IXUSISHARES TR$1.5M0.59%17,319CommonSOLE
253868103DLRDIGITAL RLTY TR INC$1.5M0.59%9,409CommonSOLE
808524508SCHMSCHWAB STRATEGIC TR$1.4M0.58%47,846CommonSOLE
636180101NFGNATIONAL FUEL GAS CO$1.4M0.58%17,927CommonSOLE
78464A870XBISPDR SERIES TRUST$1.4M0.56%11,299CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$1.4M0.55%14,162CommonSOLE
316773100FITBFIFTH THIRD BANCORP$1.3M0.54%28,645CommonSOLE
872590104TMUST-MOBILE US INC$1.3M0.54%6,597CommonSOLE
166764100CVXCHEVRON CORP NEW$1.3M0.54%8,774CommonSOLE
29444U700EQIXEQUINIX INC$1.3M0.54%1,730CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.2M0.51%2,152CommonSOLE
92840M102VSTVISTRA CORP$1.2M0.50%7,705CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$1.2M0.50%15,083CommonSOLE
235851102DHRDANAHER CORPORATION$1.2M0.48%5,161CommonSOLE
65290E101NXTNEXTPOWER INC$1.2M0.48%13,470CommonSOLE
G6683N103NUNU HLDGS LTD$1.1M0.46%68,355CommonSOLE
833445109SNOWSNOWFLAKE INC$1.1M0.45%5,001CommonSOLE
13321L108CCJCAMECO CORP$1.1M0.43%11,508CommonSOLE
46982L108JJACOBS SOLUTIONS INC$1.1M0.43%7,947CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$1.0M0.42%19,157CommonSOLE
296315104ESEESCO TECHNOLOGIES INC$1.0M0.41%5,229CommonSOLE
863667101SYKSTRYKER CORPORATION$1.0M0.41%2,891CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$983,6010.40%1,119CommonSOLE
65339F101NEENEXTERA ENERGY INC$981,3430.40%12,224CommonSOLE
008073108AVAVAEROVIRONMENT INC$978,6870.40%4,046CommonSOLE
14174T107CTRECARETRUST REIT INC$944,5720.38%26,122CommonSOLE
767204100RIORIO TINTO PLC$934,7510.38%11,680CommonSOLE
02079K305GOOGLALPHABET INC$880,1560.36%2,812CommonSOLE
81762P102NOWSERVICENOW INC$864,7580.35%5,645CommonSOLE
464287481IWPISHARES TR$863,9550.35%6,309CommonSOLE
872540109TJXTJX COS INC NEW$859,9090.35%5,598CommonSOLE
45765U103NSITINSIGHT ENTERPRISES INC$848,5110.34%10,415CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$812,6570.33%14,197CommonSOLE
46429B598INDAISHARES TR$804,7510.33%14,889CommonSOLE
15118V207CELHCELSIUS HLDGS INC$799,6270.32%17,482CommonSOLE
922908363VOOVANGUARD INDEX FDS$792,6930.32%1,264CommonSOLE
92206C664VTWOVANGUARD SCOTTSDALE FDS$789,3930.32%7,932CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$771,5880.31%32,096CommonSOLE
892331307TMTOYOTA MOTOR CORP$770,1880.31%3,598CommonSOLE
717081103PFEPFIZER INC$758,4300.31%30,459CommonSOLE
88023B103TEMTEMPUS AI INC$733,2830.30%12,418CommonSOLE
907818108UNPUNION PAC CORP$718,2490.29%3,105CommonSOLE
464287507IJHISHARES TR$705,7380.29%10,693CommonSOLE
093671105HRBBLOCK H & R INC$665,2490.27%15,265CommonSOLE
808524607SCHASCHWAB STRATEGIC TR$645,3570.26%22,660CommonSOLE
742718109PGPROCTER AND GAMBLE CO$634,8640.26%4,430CommonSOLE
609207105MDLZMONDELEZ INTL INC$633,5260.26%11,769CommonSOLE
949746101WMT2WELLS FARGO CO NEW$598,0650.24%6,417CommonSOLE
98139A105WKWORKIVA INC$574,7700.23%6,664CommonSOLE
580135101MCDMCDONALDS CORP$566,0270.23%1,852CommonSOLE
46222L108IONQIONQ INC$544,9020.22%12,144CommonSOLE
12572Q105CMECME GROUP INC$544,7950.22%1,995CommonSOLE
464287309IVWISHARES TR$530,6350.22%4,305CommonSOLE
98138H101WDAYWORKDAY INC$509,6730.21%2,373CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$493,9350.20%724CommonSOLE
461202103INTUINTUIT$486,8790.20%735CommonSOLE
20825C104COPCONOCOPHILLIPS$477,6920.19%5,103CommonSOLE
464288646IGSBISHARES TR$443,2420.18%8,382CommonSOLE
09260D107BXBLACKSTONE INC$390,7450.16%2,535CommonSOLE
665859104NTRSNORTHERN TR CORP$368,7930.15%2,700CommonSOLE
002824100ABTABBOTT LABS$360,0840.15%2,874CommonSOLE
464287614IWFISHARES TR$354,9750.14%750CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$348,2370.14%610CommonSOLE
464287200IVVISHARES TR$342,4700.14%500CommonSOLE
922908512VOEVANGUARD INDEX FDS$341,4380.14%1,925CommonSOLE
00326A104SGOLETFS GOLD TR$333,4470.14%8,117CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$326,8440.13%4,439CommonSOLE
64110L106NFLXNETFLIX INC$297,2200.12%3,170CommonSOLE
78463X889SPDWSPDR INDEX SHS FDS$292,4400.12%6,585CommonNONE
922908629VOVANGUARD INDEX FDS$282,0940.11%972CommonSOLE
132061409GVALCAMBRIA ETF TR$264,6950.11%8,411CommonSOLE
025816109AXPAMERICAN EXPRESS CO$257,1160.10%695CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$252,4760.10%522CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$243,5000.10%1,765CommonSOLE
922908611VBRVANGUARD INDEX FDS$232,5460.09%1,098CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$228,8510.09%4,331CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$226,8380.09%8,429CommonSOLE
464287804IJRISHARES TR$224,8570.09%1,871CommonSOLE
74736K101QRVOQORVO INC$215,2470.09%2,547CommonSOLE
922908769VTIVANGUARD INDEX FDS$201,1620.08%600CommonSOLE
842587107SOSOUTHERN CO$200,5600.08%2,300CommonSOLE
464287606IJKISHARES TR$198,3140.08%2,047CommonSOLE
92206C714VONVVANGUARD SCOTTSDALE FDS$195,0300.08%2,113CommonSOLE
808524409SCHVSCHWAB STRATEGIC TR$187,7580.08%6,341CommonNONE
922908538VOTVANGUARD INDEX FDS$183,1160.07%656CommonSOLE
46435G334EWUISHARES TR$175,9200.07%4,000CommonSOLE
04626A103ALABASTERA LABS INC$171,3510.07%1,030CommonSOLE
464285204IAUISHARES GOLD TR$168,7530.07%2,079CommonSOLE
46137V332RSPHINVESCO EXCHANGE TRADED FD T$165,9390.07%5,210CommonSOLE
90384S303ULTAULTA BEAUTY INC$160,3280.07%265CommonSOLE
09062X103BIIBBIOGEN INC$160,1510.06%910CommonSOLE
744320102PRUPRUDENTIAL FINL INC$158,0320.06%1,400CommonSOLE
464287705IJJISHARES TR$155,9350.06%1,185CommonSOLE
921932703VOOVVANGUARD ADMIRAL FDS INC$155,0720.06%757CommonSOLE
464287408IVEISHARES TR$154,6000.06%729CommonSOLE
922908736VUGVANGUARD INDEX FDS$153,1890.06%314CommonNONE
126650100CVSCVS HEALTH CORP$152,2130.06%1,918CommonSOLE
922908595VBKVANGUARD INDEX FDS$151,6600.06%502CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$145,3160.06%310CommonSOLE
46090E103QQQINVESCO QQQ TR$138,8520.06%226CommonSOLE
68389X105ORCLORACLE CORP$136,8270.06%702CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$134,8000.05%1,359CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$130,4800.05%4,000CommonNONE
922020805VTIPVANGUARD MALVERN FDS$128,0030.05%2,588CommonSOLE
88160R101TSLATESLA INC$121,4250.05%270CommonSOLE
63942X106NVTSNAVITAS SEMICONDUCTOR CORP$120,6660.05%16,900CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$114,1660.05%1,552CommonSOLE
499049104KNXKNIGHT-SWIFT TRANSN HLDGS IN$113,1870.05%2,165CommonSOLE
808524862SCHOSCHWAB STRATEGIC TR$112,1020.05%4,600CommonSOLE
278865100ECLECOLAB INC$106,5840.04%406CommonSOLE
46429B747STIPISHARES TR$105,4620.04%1,030CommonSOLE
922908744VTVVANGUARD INDEX FDS$99,5060.04%521CommonNONE
147528103CASYCASEYS GEN STORES INC$94,5140.04%171CommonSOLE
56501R106MFCMANULIFE FINL CORP$89,2490.04%2,460CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$88,2690.04%545CommonSOLE
97717W281DGSWISDOMTREE TR$85,8600.03%1,500CommonSOLE
56585A102MPCMARATHON PETE CORP$85,0560.03%523CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$83,6150.03%345CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$81,3340.03%1,485CommonSOLE
46141D104UDNINVESCO DB US DLR INDEX TR$77,5200.03%4,250CommonSOLE
25243Q205DEODIAGEO PLC$77,2120.03%895CommonSOLE
97717W315DEMWISDOMTREE TR$74,7360.03%1,600CommonSOLE
58733R102MELIMERCADOLIBRE INC$74,5280.03%37CommonSOLE
22052L104CTVACORTEVA INC$70,1140.03%1,046CommonSOLE
46137V613PRFINVESCO EXCHANGE TRADED FD T$68,0340.03%1,450CommonSOLE
00724F101ADBEADOBE INC$63,3490.03%181CommonSOLE
78463X509SPEMSPDR INDEX SHS FDS$63,2410.03%1,351CommonNONE
46434G822EWJISHARES INC$56,5180.02%700CommonSOLE
172967424CCITIGROUP INC$56,1280.02%481CommonSOLE
33939L407GUNRFLEXSHARES TR$54,1950.02%1,182CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$53,1880.02%1,199CommonSOLE
291011104EMREMERSON ELEC CO$53,0880.02%400CommonSOLE
Q4982L109IRENIREN LIMITED$50,9900.02%1,350CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$50,2800.02%570CommonSOLE
46137V142PHOINVESCO EXCHANGE TRADED FD T$49,9910.02%710CommonSOLE
464287168DVYISHARES TR$49,3990.02%350CommonSOLE
46138K103FXEINVESCO CURRENCYSHARES EURO$48,8050.02%450CommonSOLE
46435U515IBDTISHARES TR$48,3650.02%1,900CommonSOLE
693506107PPGPPG INDS INC$48,0540.02%469CommonSOLE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$47,6230.02%909CommonSOLE
03073E105CORCENCORA INC$45,2590.02%134CommonSOLE
92826C839VVISA INC$44,1900.02%126CommonSOLE
780259305SHELSHELL PLC$44,0880.02%600CommonSOLE
03831W108APPAPPLOVIN CORP$43,7990.02%65CommonSOLE
369604301GEGE AEROSPACE$42,8170.02%139CommonSOLE
038222105AMATAPPLIED MATLS INC$42,4040.02%165CommonSOLE
574599106MASMASCO CORP$41,2490.02%650CommonSOLE
66987V109NVSNOVARTIS AG$40,2590.02%292CommonSOLE
464287390ILFISHARES TR$39,5250.02%1,298CommonSOLE
743315103PGRPROGRESSIVE CORP$38,9410.02%171CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$38,7800.02%250CommonSOLE
31428X106FDXFEDEX CORP$38,4190.02%133CommonSOLE
381430107GSIEGOLDMAN SACHS ETF TR$37,9170.02%883CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$36,9900.02%180CommonSOLE
237266101DARDARLING INGREDIENTS INC$36,0000.01%1,000CommonSOLE
808524839SCHZSCHWAB STRATEGIC TR$35,7570.01%1,530CommonSOLE
00287Y109ABBVABBVIE INC$35,6450.01%156CommonSOLE
553368101MPMP MATERIALS CORP$35,3640.01%700CommonSOLE
H5919C104ONONON HLDG AG$35,0930.01%755CommonSOLE
718172109PMPHILIP MORRIS INTL INC$34,9680.01%218CommonSOLE
770700102HOODROBINHOOD MKTS INC$34,4960.01%305CommonSOLE
46435UAA9IBDSISHARES TR$34,4300.01%1,418CommonSOLE
46435GAA0IBDRISHARES TR$33,7290.01%1,392CommonSOLE
464287887IJTISHARES TR$33,3140.01%236CommonSOLE
20030N101CMCSACOMCAST CORP NEW$31,5340.01%1,055CommonSOLE
46138E263CGWINVESCO EXCH TRADED FD TR II$31,5060.01%500CommonSOLE
45784M108INVINNVENTURE INC$31,3050.01%7,489CommonSOLE
260557103DOWDOW INC$30,3940.01%1,300CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$30,0230.01%313CommonSOLE
18915M107NETCLOUDFLARE INC$29,5730.01%150CommonSOLE
464288877EFVISHARES TR$28,5640.01%400CommonSOLE
060505104BACBANK AMERICA CORP$28,1050.01%511CommonSOLE
29476L107EQREQUITY RESIDENTIAL$27,8640.01%442CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$27,5680.01%800CommonSOLE
79466L302CRMSALESFORCE INC$27,2860.01%103CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$27,1970.01%150CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$26,7770.01%5CommonSOLE
47233W109JEFJEFFERIES FINL GROUP INC$26,7100.01%431CommonSOLE
458140100INTCINTEL CORP$25,6830.01%696CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$25,6320.01%82CommonSOLE
526057104LENLENNAR CORP$25,0840.01%244CommonSOLE
855244109SBUXSTARBUCKS CORP$24,8420.01%295CommonSOLE
26884L109EQTEQT CORP$24,2810.01%453CommonSOLE
81369Y100XLBSELECT SECTOR SPDR TR$23,1290.01%510CommonSOLE
17275R102CSCOCISCO SYS INC$23,1090.01%300CommonSOLE
60937P106MDBMONGODB INC$23,0830.01%55CommonSOLE
75513E101RTXRTX CORPORATION$22,5590.01%123CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$22,2160.01%75CommonSOLE
512807306LRCXLAM RESEARCH CORP$21,9120.01%128CommonSOLE
871829107SYYSYSCO CORP$21,7390.01%295CommonSOLE
00206R102TAT&T INC$21,6610.01%872CommonSOLE
922908553VNQVANGUARD INDEX FDS$21,5780.01%244CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$21,1280.01%64CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$20,4340.01%132CommonSOLE
922042718VSSVANGUARD INTL EQUITY INDEX F$20,0670.01%140CommonSOLE
464288372IGFISHARES TR$19,4520.01%317CommonSOLE
615369105MCOMOODYS CORP$17,8800.01%35CommonSOLE
969457100WMBWILLIAMS COS INC$17,8530.01%297CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$17,2350.01%67CommonSOLE
03743Q108APAAPA CORPORATION$17,0980.01%699CommonSOLE
G54950103LINLINDE PLC$17,0560.01%40CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$16,4180.01%180CommonSOLE
464287234EEMISHARES TR$16,4130.01%300CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$15,9130.01%295CommonSOLE
482480100KLACKLA CORP$15,7970.01%13CommonSOLE
443201108HWMHOWMET AEROSPACE INC$15,7870.01%77CommonSOLE
82509L107SHOPSHOPIFY INC$15,7760.01%98CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$15,6850.01%107CommonSOLE
46138E545CUTINVESCO EXCH TRADED FD TR II$15,6650.01%539CommonSOLE
15135B101CNCCENTENE CORP DEL$15,4320.01%375CommonSOLE
46435G326IDEVISHARES TR$15,4240.01%187CommonNONE
174610105CFGCITIZENS FINL GROUP INC$15,4210.01%264CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$15,2970.01%180CommonSOLE
217204106CPRTCOPART INC$15,2690.01%390CommonSOLE
23804L103DDOGDATADOG INC$15,2310.01%112CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$15,1060.01%120CommonSOLE
74624M102PPURE STORAGE INC$15,0780.01%225CommonSOLE
570535104MKLMARKEL GROUP INC$15,0480.01%7CommonSOLE
29415C101EOSEEOS ENERGY ENTERPRISES INC$14,8980.01%1,300CommonSOLE
17253J106CIFRCIPHER MINING INC$14,7600.01%1,000CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$14,6490.01%51CommonSOLE
808524706SCHESCHWAB STRATEGIC TR$14,4100.01%440CommonSOLE
25746U109DDOMINION ENERGY INC$14,3550.01%245CommonSOLE
375558103GILDGILEAD SCIENCES INC$14,2380.01%116CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$13,6170.01%299CommonSOLE
942622200WSOWATSCO INC$13,4780.01%40CommonSOLE
922475108VEEVVEEVA SYS INC$13,3940.01%60CommonSOLE
58155Q103MCKMCKESSON CORP$13,1250.01%16CommonSOLE
651639106NEMNEWMONT CORP$12,8810.01%129CommonSOLE
40412C101HCAHCA HEALTHCARE INC$12,6060.01%27CommonSOLE
464288521USRTISHARES TR$12,4180.01%218CommonSOLE
285512109EAELECTRONIC ARTS INC$12,2600.00%60CommonSOLE
983793100XPOXPO INC$12,2320.00%90CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$11,8080.00%154CommonSOLE
031162100AMGNAMGEN INC$11,7840.00%36CommonSOLE
778296103ROSTROSS STORES INC$11,7100.00%65CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$11,6620.00%63CommonSOLE
020002101ALLALLSTATE CORP$11,6570.00%56CommonSOLE
37045V100GMGENERAL MTRS CO$11,6290.00%143CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$11,4900.00%40CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$11,4900.00%115CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$10,8810.00%24CommonSOLE
032654105ADIANALOG DEVICES INC$10,8480.00%40CommonSOLE
95040Q104WELLWELLTOWER INC$10,7660.00%58CommonSOLE
893641100TDGTRANSDIGM GROUP INC$10,6390.00%8CommonSOLE
761152107RMDRESMED INC$10,5990.00%44CommonSOLE
032095101APHAMPHENOL CORP NEW$10,5410.00%78CommonSOLE
929160109VMCVULCAN MATLS CO$9,9830.00%35CommonSOLE
571903202MARMARRIOTT INTL INC NEW$9,9280.00%32CommonSOLE
745867101PHMPULTE GROUP INC$9,4990.00%81CommonSOLE
947913109IVESWEDBUSH SER TR$9,4830.00%300CommonSOLE
464286608EZUISHARES INC$9,4230.00%147CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$9,2870.00%228CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$9,2820.00%32CommonSOLE
49177J102KVUEKENVUE INC$9,2460.00%536CommonSOLE
101121101BXPBXP INC$9,0430.00%134CommonSOLE
718546104PSXPHILLIPS 66$9,0330.00%70CommonSOLE
02209S103MOALTRIA GROUP INC$8,8800.00%154CommonSOLE
45168D104IDXXIDEXX LABS INC$8,7950.00%13CommonSOLE
H1467J104CBCHUBB LIMITED$8,7400.00%28CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$8,6490.00%75CommonSOLE
012653101ALBALBEMARLE CORP$8,6280.00%61CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$8,4700.00%99CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$8,2290.00%300CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$8,1010.00%25CommonSOLE
911363109URIUNITED RENTALS INC$8,0940.00%10CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$8,0530.00%36CommonSOLE
G2662B103CRMLCRITICAL METALS CORP$7,8080.00%1,125CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$7,4420.00%54CommonSOLE
097023105BABOEING CO$7,3830.00%34CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$7,3180.00%169CommonSOLE
88579Y101MMM3M CO$7,2050.00%45CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$6,8500.00%11CommonSOLE
053332102AZOAUTOZONE INC$6,7830.00%2CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$6,7730.00%81CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$6,5640.00%56CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$6,3590.00%18CommonSOLE
89832Q109TFCTRUIST FINL CORP$6,0040.00%122CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$5,9700.00%34CommonSOLE
311900104FASTFASTENAL CO$5,8590.00%146CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$5,8530.00%67CommonSOLE
256677105DGDOLLAR GEN CORP NEW$5,8420.00%44CommonSOLE
737446104POSTPOST HLDGS INC$5,7450.00%58CommonSOLE
871607107SNPSSYNOPSYS INC$5,6370.00%12CommonSOLE
23331A109DHID R HORTON INC$5,6180.00%39CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$5,5790.00%20CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$5,4860.00%19CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$5,3670.00%14CommonSOLE
77311W101RKTROCKET COS INC$5,3240.00%275CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$5,3060.00%193CommonSOLE
464287598IWDISHARES TR$5,2590.00%25CommonSOLE
00130H105AESAES CORP$5,2200.00%364CommonSOLE
69351T106PPLPPL CORP$5,2180.00%149CommonSOLE
278642103EBAYEBAY INC.$5,1390.00%59CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$5,0580.00%64CommonSOLE
075887109BDXBECTON DICKINSON & CO$5,0460.00%26CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$4,9180.00%19CommonSOLE
389638107ETHEGRAYSCALE ETHEREUM TRUST ETF$4,8740.00%200CommonSOLE
45784P101PODDINSULET CORP$4,8330.00%17CommonSOLE
806857108SLBSLB LIMITED$4,7980.00%125CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$4,7880.00%24CommonSOLE
518439104ELLAUDER ESTEE COS INC$4,7130.00%45CommonSOLE
256746108DLTRDOLLAR TREE INC$4,6750.00%38CommonSOLE
682680103OKEONEOK INC NEW$4,6310.00%63CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$4,6010.00%14CommonSOLE
693718108PCARPACCAR INC$4,6000.00%42CommonSOLE
988498101YUMYUM BRANDS INC$4,5390.00%30CommonSOLE
550021109LULULULULEMON ATHLETICA INC$4,3650.00%21CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$4,3590.00%119CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$4,3560.00%37CommonSOLE
260003108DOVDOVER CORP$4,2960.00%22CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$4,2820.00%11CommonSOLE
20464U100COMPCOMPASS INC$4,2280.00%400CommonSOLE
200340107CMACOMERICA INC$4,0860.00%47CommonSOLE
921937827BSVVANGUARD BD INDEX FDS$3,9410.00%50CommonSOLE
03076C106AMPAMERIPRISE FINL INC$3,9230.00%8CommonSOLE
921937819BIVVANGUARD BD INDEX FDS$3,8940.00%50CommonSOLE
172908105CTASCINTAS CORP$3,7620.00%20CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$3,7580.00%18CommonSOLE
60770K107MRNAMODERNA INC$3,7160.00%126CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$3,6940.00%46CommonSOLE
989701107ZIONZIONS BANCORPORATION N A$3,6890.00%63CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$3,5770.00%13CommonSOLE
254687106DISDISNEY WALT CO$3,5270.00%31CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$3,5230.00%12CommonSOLE
695156109PKGPACKAGING CORP AMER$3,5060.00%17CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$3,4030.00%41CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$3,3480.00%15CommonSOLE
031100100AMEAMETEK INC$3,2850.00%16CommonSOLE
29364G103ETRENTERGY CORP NEW$3,1430.00%34CommonSOLE
78409V104SPGIS&P GLOBAL INC$3,1360.00%6CommonSOLE
22822V101CCICROWN CASTLE INC$3,1110.00%35CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$3,0880.00%4CommonSOLE
464287176TIPISHARES TR$3,0780.00%28CommonSOLE
902973304USBUS BANCORP DEL$3,0420.00%57CommonSOLE
084423102WRBBERKLEY W R CORP$3,0160.00%43CommonSOLE
45687V106IRINGERSOLL RAND INC$3,0110.00%38CommonSOLE
49446R109KIMKIMCO RLTY CORP$2,9800.00%147CommonSOLE
654106103NKENIKE INC$2,9310.00%46CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$2,8700.00%20CommonSOLE
G8473T100STESTERIS PLC$2,7890.00%11CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$2,7330.00%17CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$2,7270.00%43CommonSOLE
857477103STTSTATE STR CORP$2,7100.00%21CommonSOLE
92556V106VTRSVIATRIS INC$2,7020.00%217CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$2,6710.00%6CommonSOLE
316092881FMATFIDELITY COVINGTON TRUST$2,6560.00%50CommonSOLE
78468R622JNKSPDR SERIES TRUST$2,5280.00%26CommonSOLE
464287226AGGISHARES TR$2,4970.00%25CommonSOLE
534187109LNCLINCOLN NATL CORP IND$2,4500.00%55CommonSOLE
819047101SHAKSHAKE SHACK INC$2,4360.00%30CommonSOLE
G0250X107AMCRAMCOR PLC$2,3190.00%278CommonSOLE
540424108LLOEWS CORP$2,3170.00%22CommonSOLE
55354G100MSCIMSCI INC$2,2950.00%4CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$2,2940.00%36CommonSOLE
45337C102INCYINCYTE CORP$2,2720.00%23CommonSOLE
G7S00T104PNRPENTAIR PLC$2,1870.00%21CommonSOLE
98419M100XYLXYLEM INC$2,1790.00%16CommonSOLE
501044101KRKROGER CO$2,1250.00%34CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$2,0970.00%25CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$2,0760.00%8CommonSOLE
143658300CCL1EURCARNIVAL CORP$2,0470.00%67CommonSOLE
12514G108CDWCDW CORP$2,0430.00%15CommonSOLE
04621X108AIZASSURANT INC$1,9270.00%8CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$1,9090.00%11CommonSOLE
336433107FSLRFIRST SOLAR INC$1,8290.00%7CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$1,7930.00%7CommonSOLE
500767306KWEBKRANESHARES TRUST$1,7030.00%50CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$1,7000.00%6CommonSOLE
369550108GDGENERAL DYNAMICS CORP$1,6840.00%5CommonSOLE
478160104JNJJOHNSON & JOHNSON$1,6560.00%8CommonSOLE
023608102AEEAMEREN CORP$1,5980.00%16CommonSOLE
23918K108DVADAVITA INC$1,5910.00%14CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$1,5600.00%97CommonSOLE
115637209BF/BBROWN FORMAN CORP$1,4080.00%54CommonSOLE
345370860FFORD MTR CO$1,4040.00%107CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$1,3770.00%5CommonSOLE
115236101BROBROWN & BROWN INC$1,2760.00%16CommonSOLE
427866108HSYHERSHEY CO$1,2740.00%7CommonSOLE
337738108FISVFISERV INC$1,2100.00%18CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$1,1660.00%29CommonSOLE
74743L100QQNITY ELECTRONICS INC$1,1440.00%14CommonSOLE
751212101RLRALPH LAUREN CORP$1,0610.00%3CommonSOLE
26875P101EOGEOG RES INC$1,0510.00%10CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$1,0280.00%21CommonSOLE
713448108PEPPEPSICO INC$1,0050.00%7CommonNONE
31620M106FISFIDELITY NATL INFORMATION SV$9970.00%15CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$9070.00%1CommonSOLE
071813109BAXBAXTER INTL INC$8800.00%46CommonSOLE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$8720.00%15CommonNONE
92276F100VTRVENTAS INC$7740.00%10CommonSOLE
009158106APDAIR PRODS & CHEMS INC$7420.00%3CommonSOLE
34959E109FTNTFORTINET INC$6360.00%8CommonSOLE
38964R203ETHGRAYSCALE ETHEREUM MINI TR E$5620.00%20CommonSOLE
418056107HASHASBRO INC$4920.00%6CommonSOLE
983134107WYNNWYNN RESORTS LTD$4820.00%4CommonSOLE
464287515IGVISHARES TR$4230.00%4CommonNONE
58933Y105MRKMERCK & CO INC$4220.00%4CommonSOLE
25754A201DPZDOMINOS PIZZA INC$4170.00%1CommonSOLE
H2906T109GRMNGARMIN LTD$4060.00%2CommonSOLE
247361702DALDELTA AIR LINES INC DEL$2780.00%4CommonSOLE
294429105EFXEQUIFAX INC$2170.00%1CommonSOLE
92338C103VLTOVERALTO CORP$2000.00%2CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$1600.00%1CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$1370.00%1CommonSOLE

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.