MondegarAI
Summit Global Investments

Q1 2025 · 13F-HR

Summit Global Investmentsholdings as filed

Filed 2025-04-07 · accession 0001697953-25-000003

$1.4M
Reported value
426
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
74933W254USDXRBB FD INC S$336,75024.5%13,118,445CommonSOLE
74933W262GINXRBB FD INC S$76,0345.54%2,799,503CommonSOLE
74933W593SGLCRBB FD INC S$64,2854.68%2,067,049CommonSOLE
74933W577DYTARBB FD INC S$57,9414.22%2,096,271CommonSOLE
464287226AGGISHARES TR C$57,1934.16%578,176CommonSOLE
74933W239QXQRBB FD INC S$27,7582.02%1,116,580CommonSOLE
78463X889SPDWSPDR INDEX SHS FDS P$19,1891.40%527,036CommonSOLE
46429B697USMVISHARES TR M$18,0681.32%192,909CommonSOLE
194162103CLCOLGATE PALMOLIVE CO C$16,3741.19%174,750CommonSOLE
46138E354SPLVINVESCO EXCH TRADED FD TR II S$14,7731.08%197,712CommonSOLE
902494103TSNTYSON FOODS INC C$14,7351.07%230,921CommonSOLE
125896100CMSCMS ENERGY CORP C$14,6841.07%195,496CommonSOLE
30034W106EVRGEVERGY INC C$13,8731.01%201,208CommonSOLE
30303M102METAMETA PLATFORMS INC C$13,8631.01%24,052CommonSOLE
437076102HDHOME DEPOT INC C$13,7091.00%37,406CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN C$12,0800.88%39,539CommonSOLE
191216100KOCOCA COLA CO C$10,7990.79%150,786CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL C$10,0400.73%18,851CommonSOLE
695156109PKGPACKAGING CORP AMER C$9,7530.71%49,252CommonSOLE
88160R101TSLATESLA INC C$9,5970.70%37,030CommonSOLE
219350105GLWCORNING INC C$9,5650.70%208,926CommonSOLE
78463X509SPEMSPDR INDEX SHS FDS P$9,5220.69%241,864CommonSOLE
037833100AAPLAPPLE INC C$9,4060.68%42,344CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC C$9,1310.66%20,857CommonSOLE
539830109LMTLOCKHEED MARTIN CORP C$8,9890.65%20,122CommonSOLE
036752103ELVELEVANCE HEALTH INC C$8,9450.65%20,564CommonSOLE
743315103PGRPROGRESSIVE CORP C$8,7800.64%31,023CommonSOLE
57636Q104MAMASTERCARD INCORPORATED C$8,2700.60%15,089CommonSOLE
14149Y108CAHCARDINAL HEALTH INC C$8,2310.60%59,741CommonSOLE
58933Y105MRKMERCK & CO INC C$7,9890.58%89,007CommonSOLE
907818108UNPUNION PAC CORP C$7,8540.57%33,247CommonSOLE
594918104MSFTMICROSOFT CORP C$7,3740.54%19,644CommonSOLE
713448108PEPPEPSICO INC C$7,0710.51%47,158CommonSOLE
0076CA104AEGAEGON LTD A$6,8580.50%1,040,668CommonSOLE
532457108LLYELI LILLY & CO C$6,4820.47%7,848CommonSOLE
94106L109WMWASTE MGMT INC DEL C$6,4350.47%27,796CommonSOLE
494368103KMBKIMBERLY-CLARK CORP C$6,2840.46%44,184CommonSOLE
464288513HYGISHARES TR I$6,2590.46%79,334CommonSOLE
380237107GDDYGODADDY INC C$6,1520.45%34,150CommonSOLE
78467V608SRLNSSGA ACTIVE ETF TR B$5,6180.41%136,585CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW C$5,5940.41%5,914CommonSOLE
58155Q103MCKMCKESSON CORP C$5,5880.41%8,303CommonSOLE
464287440IEFISHARES TR 7$5,3930.39%56,551CommonSOLE
874060205TAKTAKEDA PHARMACEUTICAL CO LTD S$5,2150.38%350,739CommonSOLE
020002101ALLALLSTATE CORP C$4,9900.36%24,097CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC C$4,5510.33%28,466CommonSOLE
278865100ECLECOLAB INC C$4,5370.33%17,898CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC C$4,5290.33%18,559CommonSOLE
26875P101EOGEOG RES INC C$4,5040.33%35,119CommonSOLE
032095101APHAMPHENOL CORP NEW C$4,4890.33%68,435CommonSOLE
780087102RYROYAL BK CDA C$4,4560.32%39,535CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL C$4,3340.32%14,058CommonSOLE
78464A391EBNDSPDR SER TR B$4,3090.31%214,694CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP C$4,2110.31%8,224CommonSOLE
064058100BKBANK NEW YORK MELLON CORP C$4,0970.30%48,854CommonSOLE
375558103GILDGILEAD SCIENCES INC C$3,9300.29%35,070CommonSOLE
78409V104SPGIS&P GLOBAL INC C$3,9070.28%7,689CommonSOLE
636180101NFGNATIONAL FUEL GAS CO C$3,8290.28%48,351CommonSOLE
931142103WMTWALMART INC C$3,8140.28%43,440CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC C$3,7430.27%50,735CommonSOLE
134429109CPBTHE CAMPBELLS COMPANY C$3,5730.26%89,506CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC C$3,4980.25%49,488CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC C$3,4790.25%13,156CommonSOLE
760759100RSGREPUBLIC SVCS INC C$3,4540.25%14,262CommonSOLE
871829107SYYSYSCO CORP C$3,4120.25%45,471CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC C$3,3910.25%6,474CommonSOLE
45337C102INCYINCYTE CORP C$3,2270.23%53,291CommonSOLE
369550108GDGENERAL DYNAMICS CORP C$3,1830.23%11,676CommonSOLE
233331107DTEDTE ENERGY CO C$3,0120.22%21,782CommonSOLE
636274409NGGNATIONAL GRID PLC S$2,9500.21%44,956CommonSOLE
87612G101TRGPTARGA RES CORP C$2,8440.21%14,185CommonSOLE
540424108LLOEWS CORP C$2,8320.21%30,813CommonSOLE
25746U109DDOMINION ENERGY INC C$2,7240.20%48,586CommonSOLE
97717W315DEMWISDOMTREE TR E$2,6890.20%63,897CommonSOLE
922908769VTIVANGUARD INDEX FDS T$2,5150.18%9,150CommonSOLE
464286319DVYEISHARES INC E$2,4520.18%89,848CommonSOLE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTA S$2,4350.18%178,775CommonSOLE
370334104GISGENERAL MLS INC C$2,3420.17%39,170CommonSOLE
922020805VTIPVANGUARD MALVERN FDS S$2,3260.17%46,612CommonSOLE
78468R853SPSMSPDR SER TR P$2,3130.17%56,741CommonSOLE
67066G104NVDANVIDIA CORPORATION C$2,2130.16%20,415CommonSOLE
20825C104COPCONOCOPHILLIPS C$2,1940.16%20,890CommonSOLE
65473P105NINISOURCE INC C$2,1160.15%52,781CommonSOLE
45104G104IBNICICI BANK LIMITED A$2,0800.15%65,997CommonSOLE
78463X533EDIVSPDR INDEX SHS FDS S$2,0640.15%57,804CommonSOLE
747525103QCOMQUALCOMM INC C$2,0390.15%13,274CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR S$2,0170.15%13,814CommonSOLE
H42097107UBSUBS GROUP AG S$1,9680.14%64,247CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP C$1,9250.14%19,077CommonSOLE
22052L104CTVACORTEVA INC C$1,8920.14%30,064CommonSOLE
872590104TMUST-MOBILE US INC C$1,8580.14%6,967CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO C$1,8370.13%5,322CommonSOLE
07831C103BRBRBELLRING BRANDS INC C$1,8130.13%24,351CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD S$1,7980.13%10,829CommonSOLE
456788108INFYINFOSYS LTD S$1,7910.13%98,129CommonSOLE
040413205ANETARISTA NETWORKS INC C$1,7850.13%23,037CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS C$1,7580.13%2,772CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC C$1,7500.13%9,311CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC C$1,7310.13%3,570CommonSOLE
29452E101EQHEQUITABLE HLDGS INC C$1,7040.12%32,712CommonSOLE
14888U101CPRXCATALYST PHARMACEUTICALS INC C$1,6980.12%70,001CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC C$1,6840.12%15,408CommonSOLE
733174700BPOPPOPULAR INC C$1,6830.12%18,223CommonSOLE
256135203RDYDR REDDYS LABS LTD A$1,6510.12%125,191CommonSOLE
803054204SAPSAP SE S$1,6510.12%6,149CommonSOLE
86562M209SMFGSUMITOMO MITSUI FINL GROUP I S$1,6120.12%104,297CommonSOLE
92206C664VTWOVANGUARD SCOTTSDALE FDS V$1,5730.11%19,498CommonSOLE
742718109PGPROCTER AND GAMBLE CO C$1,5610.11%9,157CommonSOLE
95040Q104WELLWELLTOWER INC C$1,5490.11%10,109CommonSOLE
031162100AMGNAMGEN INC C$1,5200.11%4,879CommonSOLE
38526M106LOPEGRAND CANYON ED INC C$1,5100.11%8,730CommonSOLE
88025T102TENBTENABLE HLDGS INC C$1,5050.11%43,029CommonSOLE
366651107ITGARTNER INC C$1,4950.11%3,562CommonSOLE
00206R102TAT&T INC C$1,4830.11%52,451CommonSOLE
464287432TLTISHARES TR 2$1,4820.11%16,283CommonSOLE
629209305NMIHNMI HLDGS INC C$1,4640.11%40,608CommonSOLE
66987V109NVSNOVARTIS AG S$1,4630.11%13,121CommonSOLE
358029106FMSFRESENIUS MEDICAL CARE AG S$1,4430.11%57,949CommonSOLE
30231G102XOMEXXON MOBIL CORP C$1,4340.10%12,058CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS S$1,4080.10%23,990CommonSOLE
46090E103QQQINVESCO QQQ TR U$1,4000.10%2,986CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC C$1,3960.10%93,022CommonSOLE
830940102SKWDSKYWARD SPECIALTY INS GROUP C$1,3920.10%26,297CommonSOLE
464287655IWMISHARES TR R$1,3850.10%6,941CommonSOLE
624758108MWAMUELLER WTR PRODS INC C$1,3840.10%54,437CommonSOLE
92343E102VRSNVERISIGN INC C$1,3390.10%5,273CommonSOLE
980228308WDSWOODSIDE ENERGY GROUP LTD S$1,3320.10%91,932CommonSOLE
191098102COKECOCA COLA CONS INC C$1,3250.10%981CommonSOLE
G3198U102ESNTESSENT GROUP LTD C$1,3240.10%22,944CommonSOLE
03957W106AROCARCHROCK INC C$1,2680.09%48,342CommonSOLE
000899104ADMAADMA BIOLOGICS INC C$1,2660.09%63,814CommonSOLE
00737L103CVSAADTALEM GLOBAL ED INC C$1,2630.09%12,551CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC C$1,2590.09%11,445CommonSOLE
500643200KFYKORN FERRY C$1,2530.09%18,474CommonSOLE
464286525ACWVISHARES INC M$1,2280.09%10,554CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS V$1,2060.09%23,734CommonSOLE
646025106NJRNEW JERSEY RES CORP C$1,2040.09%24,539CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC C$1,2030.09%10,878CommonSOLE
81762P102NOWSERVICENOW INC C$1,1950.09%1,501CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC C$1,1860.09%7,770CommonSOLE
29357K103ENVAENOVA INTL INC C$1,1850.09%12,268CommonSOLE
57686G105MATXMATSON INC C$1,1840.09%9,234CommonSOLE
204166102CVLTCOMMVAULT SYS INC C$1,1840.09%7,506CommonSOLE
136385101CNQCANADIAN NAT RES LTD C$1,1790.09%38,264CommonSOLE
501044101KRKROGER CO C$1,1520.08%17,019CommonSOLE
00724F101ADBEADOBE INC C$1,1490.08%2,995CommonSOLE
87161C501SYU1SYNOVUS FINL CORP C$1,1470.08%24,547CommonSOLE
46817M107JXNJACKSON FINANCIAL INC C$1,1400.08%13,605CommonSOLE
53220K504LGNDLIGAND PHARMACEUTICALS INC C$1,1380.08%10,825CommonSOLE
092113109BKHBLACK HILLS CORP C$1,1330.08%18,682CommonSOLE
759530108RELXRELX PLC S$1,1300.08%22,414CommonSOLE
384637104GHCGRAHAM HLDGS CO C$1,1290.08%1,175CommonSOLE
624756102MLIMUELLER INDS INC C$1,1290.08%14,830CommonSOLE
16411R208LNGCHENIERE ENERGY INC C$1,1290.08%4,879CommonSOLE
88224Q107TCBITEXAS CAP BANCSHARES INC C$1,1240.08%15,045CommonSOLE
172755100CRUSCIRRUS LOGIC INC C$1,1230.08%11,273CommonSOLE
87936R205VIVTELEFONICA BRASIL SA N$1,1200.08%128,495CommonSOLE
023135106AMZNAMAZON COM INC C$1,1160.08%5,866CommonSOLE
00182C103ANIPANI PHARMACEUTICALS INC C$1,0920.08%16,306CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS S$1,0600.08%13,422CommonSOLE
G0692U109AXSAXIS CAP HLDGS LTD S$1,0410.08%10,385CommonSOLE
65158N102NMRKNEWMARK GROUP INC C$1,0350.08%85,015CommonSOLE
35905A109FTDRFRONTDOOR INC C$1,0220.07%26,596CommonSOLE
497266106KEXKIRBY CORP C$1,0110.07%10,012CommonSOLE
920253101VMIVALMONT INDS INC C$1,0110.07%3,544CommonSOLE
70202L102PSNPARSONS CORP DEL C$1,0070.07%17,005CommonSOLE
09261X102BXSLBLACKSTONE SECD LENDING FD C$1,0020.07%30,976CommonSOLE
635906100NHCNATIONAL HEALTHCARE CORP C$9970.07%10,745CommonSOLE
66765N105NWNNORTHWEST NAT HLDG CO C$9910.07%23,204CommonSOLE
74164F103PRIMPRIMORIS SVCS CORP C$9770.07%17,011CommonSOLE
570535104MKLMARKEL GROUP INC C$9740.07%521CommonSOLE
413197104HRMYHARMONY BIOSCIENCES HLDGS IN C$9690.07%29,182CommonSOLE
29084Q100EMEEMCOR GROUP INC C$9690.07%2,621CommonSOLE
79466L302CRMSALESFORCE INC C$9650.07%3,597CommonSOLE
032654105ADIANALOG DEVICES INC C$9550.07%4,734CommonSOLE
141788109CARGCARGURUS INC C$9540.07%32,735CommonSOLE
859241101STRLSTERLING INFRASTRUCTURE INC C$9530.07%8,416CommonSOLE
670837103OGEOGE ENERGY CORP C$9530.07%20,741CommonSOLE
65339F101NEENEXTERA ENERGY INC C$9520.07%13,433CommonSOLE
97651M109WITWIPRO LTD S$9480.07%309,816CommonSOLE
458665304TILEINTERFACE INC C$9340.07%47,088CommonSOLE
172967424CCITIGROUP INC C$9270.07%13,057CommonSOLE
343498101FLOFLOWERS FOODS INC C$9000.07%47,350CommonSOLE
30257X104FBKFB FINL CORP C$8930.07%19,255CommonSOLE
268150109DTDYNATRACE INC C$8880.06%18,840CommonSOLE
87265H109T86TRI POINTE HOMES INC C$8830.06%27,658CommonSOLE
69344A107PULSPGIM ETF TR P$8790.06%17,672CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW C$8690.06%7,126CommonSOLE
438128308HMCHONDA MOTOR LTD A$8670.06%31,945CommonSOLE
830879102SKYWSKYWEST INC C$8640.06%9,885CommonSOLE
285512109EAELECTRONIC ARTS INC C$8550.06%5,918CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC C$8490.06%3,145CommonSOLE
501147102KRYSKRYSTAL BIOTECH INC C$8490.06%4,711CommonSOLE
842587107SOSOUTHERN CO C$8400.06%9,131CommonSOLE
744320102PRUPRUDENTIAL FINL INC C$8390.06%7,509CommonSOLE
98389B100XELXCEL ENERGY INC C$8360.06%11,815CommonSOLE
904767704UNILEVER PLC S$8210.06%13,792CommonSOLE
088606108BHPBHP GROUP LTD S$8190.06%16,881CommonSOLE
318672706FBPFIRST BANCORP P R C$8150.06%42,503CommonSOLE
879433829TDSTELEPHONE & DATA SYS INC C$8140.06%21,010CommonSOLE
46124J201IVTINVENTRUST PPTYS CORP C$8130.06%27,694CommonSOLE
71742Q106PAHCPHIBRO ANIMAL HEALTH CORP C$8110.06%37,989CommonSOLE
651639106NEMNEWMONT CORP C$8110.06%16,788CommonSOLE
67059N108NTNXNUTANIX INC C$8080.06%11,581CommonSOLE
66405S100NBNNORTHEAST BK PORTLAND ME C$7920.06%8,652CommonSOLE
74736L109QTWOQ2 HLDGS INC C$7920.06%9,902CommonSOLE
71385M107PRMPERIMETER SOLUTIONS INC C$7910.06%78,523CommonSOLE
075887109BDXBECTON DICKINSON & CO C$7900.06%3,451CommonSOLE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE S$7900.06%22,154CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO C$7890.06%10,312CommonSOLE
40415F101HDBHDFC BANK LTD S$7840.06%11,801CommonSOLE
281020107EIXEDISON INTL C$7760.06%13,166CommonSOLE
205887102CAGCONAGRA BRANDS INC C$7710.06%28,895CommonSOLE
56501R106MFCMANULIFE FINL CORP C$7710.06%24,742CommonSOLE
46625H100JPMJPMORGAN CHASE & CO. C$7680.06%3,132CommonSOLE
30161N101EXCEXELON CORP C$7610.06%16,505CommonSOLE
42704L104HRIHERC HLDGS INC C$7540.05%5,613CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC C$7530.05%7,354CommonSOLE
96924N100WLDNWILLDAN GROUP INC C$7510.05%18,451CommonSOLE
05964H105SANBANCO SANTANDER S.A. A$7500.05%111,868CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC C$7500.05%2,949CommonSOLE
G8726T105TKTEEKAY CORPORATION LTD S$7500.05%114,133CommonSOLE
92203J407BNDXVANGUARD CHARLOTTE FDS T$7430.05%15,222CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD S$7320.05%5,535CommonSOLE
92763W103VIPSVIPSHOP HLDGS LTD S$7320.05%46,714CommonSOLE
337932107FEFIRSTENERGY CORP C$7310.05%18,083CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC C$7280.05%1,463CommonSOLE
88706T108TIMBTIM S A S$7210.05%46,083CommonSOLE
92338C103VLTOVERALTO CORP C$7190.05%7,376CommonSOLE
20030N101CMCSACOMCAST CORP NEW C$7190.05%19,486CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC C$7160.05%4,074CommonSOLE
49271V100KDPKEURIG DR PEPPER INC C$7130.05%20,835CommonSOLE
128030202CALMCAL MAINE FOODS INC C$7120.05%7,835CommonSOLE
720190206PDMPIEDMONT OFFICE REALTY TR IN C$7100.05%96,397CommonSOLE
75513E101RTXRTX CORPORATION C$7090.05%5,352CommonSOLE
78377T107RHPRYMAN HOSPITALITY PPTYS INC C$7050.05%7,707CommonSOLE
191241108KOFCOCA-COLA FEMSA SAB DE CV S$7040.05%7,710CommonSOLE
57638P104MBCMASTERBRAND INC C$7030.05%53,809CommonSOLE
756109104OREALTY INCOME CORP C$7020.05%12,104CommonSOLE
37637K108GTLBGITLAB INC C$6990.05%14,862CommonSOLE
14174T107CTRECARETRUST REIT INC C$6980.05%24,435CommonSOLE
69370C100PTCPTC INC C$6930.05%4,473CommonSOLE
85208R101CEFSPROTT PHYSICAL GOLD & SILVE T$6890.05%24,254CommonSOLE
00287Y109ABBVABBVIE INC C$6870.05%3,279CommonSOLE
34959E109FTNTFORTINET INC C$6830.05%7,095CommonSOLE
H2906T109GRMNGARMIN LTD S$6810.05%3,137CommonSOLE
02079K305GOOGLALPHABET INC C$6800.05%4,397CommonSOLE
346232101FORFORESTAR GROUP INC C$6770.05%32,009CommonSOLE
76680R206RNGRINGCENTRAL INC C$6720.05%27,126CommonSOLE
00676P107ADEAADEIA INC C$6670.05%50,475CommonSOLE
464287200IVVISHARES TR C$6580.05%1,171CommonSOLE
78454L100SMSM ENERGY CO C$6530.05%21,799CommonSOLE
78464A854SPYMSPDR SER TR P$6490.05%9,868CommonSOLE
53190C102LTHLIFE TIME GROUP HOLDINGS INC C$6420.05%21,272CommonSOLE
05465C100AXAXOS FINANCIAL INC C$6340.05%9,829CommonSOLE
75574U101RCREADY CAPITAL CORP C$6330.05%124,352CommonSOLE
427866108HSYHERSHEY CO C$6300.05%3,682CommonSOLE
N00985106AERAERCAP HOLDINGS NV S$6230.05%6,096CommonSOLE
844895102SWXSOUTHWEST GAS HLDGS INC C$6210.05%8,655CommonSOLE
47215P106JDJD.COM INC S$6180.05%15,026CommonSOLE
14843C105CSTLCASTLE BIOSCIENCES INC C$6130.04%30,640CommonSOLE
461202103INTUINTUIT C$6100.04%994CommonSOLE
410495204HAFCHANMI FINL CORP C$6020.04%26,574CommonSOLE
G037AX101AMBAAMBARELLA INC S$5960.04%11,843CommonSOLE
060505104BACBANK AMERICA CORP C$5900.04%14,148CommonSOLE
14020G101CGGRCAPITAL GROUP GROWTH ETF S$5870.04%17,129CommonSOLE
443573100HUBSHUBSPOT INC C$5860.04%1,025CommonSOLE
G8726X106TNKTEEKAY TANKERS LTD C$5860.04%15,307CommonSOLE
670100205NVONOVO-NORDISK A S A$5750.04%8,287CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW C$5710.04%15,274CommonSOLE
67103X102OFGOFG BANCORP C$5700.04%14,250CommonSOLE
144285103CRSCARPENTER TECHNOLOGY CORP C$5690.04%3,143CommonSOLE
50050N103KTBKONTOOR BRANDS INC C$5580.04%8,695CommonSOLE
109696104BCOBRINKS CO C$5570.04%6,459CommonSOLE
30069T101EEEXCELERATE ENERGY INC C$5450.04%18,994CommonSOLE
580589109MGRCMCGRATH RENTCORP C$5410.04%4,857CommonSOLE
876030107TPRTAPESTRY INC C$5360.04%7,617CommonSOLE
921946885VWOBVANGUARD WHITEHALL FDS E$5290.04%8,241CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF S$5230.04%11,176CommonSOLE
92857W308VODVODAFONE GROUP PLC NEW S$5210.04%55,590CommonSOLE
92346J108VCELVERICEL CORP C$5200.04%11,663CommonSOLE
74346Y103PROPROS HOLDINGS INC C$5200.04%27,348CommonSOLE
767204100RIORIO TINTO PLC S$5120.04%8,528CommonSOLE
09624H208BXCBLUELINX HLDGS INC C$5110.04%6,815CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR T$5050.04%904CommonSOLE
922908736VUGVANGUARD INDEX FDS G$5030.04%1,358CommonSOLE
92206C771VMBSVANGUARD SCOTTSDALE FDS M$5010.04%10,819CommonSOLE
09075A108BVSBIOVENTUS INC C$5010.04%54,752CommonSOLE
166764100CVXCHEVRON CORP NEW C$4990.04%2,982CommonSOLE
98954M101ZGZILLOW GROUP INC C$4990.04%7,457CommonSOLE
024013104AATAMERICAN ASSETS TR INC C$4990.04%24,795CommonSOLE
639057207NWGNATWEST GROUP PLC S$4980.04%41,791CommonSOLE
154760409CPFCENTRAL PAC FINL CORP C$4980.04%18,427CommonSOLE
315616102FFIVF5 INC C$4950.04%1,859CommonSOLE
872540109TJXTJX COS INC NEW C$4940.04%4,054CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD C$4910.04%4,528CommonSOLE
922908744VTVVANGUARD INDEX FDS V$4870.04%2,821CommonSOLE
12572Q105CMECME GROUP INC C$4870.04%1,837CommonSOLE
65535H208NMRNOMURA HLDGS INC S$4820.04%78,361CommonSOLE
98139A105WKWORKIVA INC C$4810.04%6,343CommonSOLE
74874Q100QNSTQUINSTREET INC C$4760.03%26,678CommonSOLE
55306N104MKSIMKS INSTRS INC C$4740.03%5,914CommonSOLE
136375102CNICANADIAN NATL RY CO C$4740.03%4,867CommonSOLE
01644J108ALKTALKAMI TECHNOLOGY INC C$4700.03%17,893CommonSOLE
427096508HTGCHERCULES CAPITAL INC C$4650.03%24,200CommonSOLE
50216C108LYTSLSI INDS INC OHIO C$4590.03%27,001CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR U$4540.03%16,254CommonSOLE
00215W100ASXASE TECHNOLOGY HLDG CO LTD S$4480.03%51,197CommonSOLE
08160H101BHEBENCHMARK ELECTRS INC C$4440.03%11,679CommonSOLE
03073E105CORCENCORA INC C$4410.03%1,586CommonSOLE
808524870SCHPSCHWAB STRATEGIC TR U$4380.03%16,290CommonSOLE
76665T102REPXRILEY EXPLORATION PERMIAN IN C$4280.03%14,674CommonSOLE
136069101CMCANADIAN IMPERIAL BK COMM C$4280.03%7,607CommonSOLE
17275R102CSCOCISCO SYS INC C$4270.03%6,917CommonSOLE
92206C706VGITVANGUARD SCOTTSDALE FDS I$4270.03%7,185CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F F$4250.03%9,401CommonSOLE
35137L204FOXFOX CORP C$4250.03%8,062CommonSOLE
464288414MUBISHARES TR N$4200.03%3,984CommonSOLE
87427V103TALKTALKSPACE INC C$4190.03%163,715CommonSOLE
74727A104QCRHQCR HOLDINGS INC C$4180.03%5,860CommonSOLE
46121Y201IPIINTREPID POTASH INC C$4170.03%14,199CommonSOLE
383082104GRCGORMAN RUPP CO C$4150.03%11,831CommonSOLE
192108504CDECOEUR MNG INC C$4120.03%69,575CommonSOLE
09352U108BLNDBLEND LABS INC C$4120.03%122,916CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC C$4050.03%1,778CommonSOLE
478160104JNJJOHNSON & JOHNSON C$4040.03%2,436CommonSOLE
004225108ACADACADIA PHARMACEUTICALS INC C$3980.03%23,934CommonSOLE
12532H104GIBCGI INC C$3960.03%3,971CommonSOLE
302635206FSKFS KKR CAP CORP C$3940.03%18,803CommonSOLE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI O$3900.03%9,707CommonSOLE
260557103DOWDOW INC C$3820.03%10,949CommonSOLE
457030104IMKTAINGLES MKTS INC C$3810.03%5,857CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS I$3780.03%4,625CommonSOLE
12326C105BFSTBUSINESS FIRST BANCSHARES IN C$3770.03%15,495CommonSOLE
46266A109IRMDIRADIMED CORP C$3740.03%7,121CommonSOLE
29249E109ACTENACT HLDGS INC C$3700.03%10,636CommonSOLE
580135101MCDMCDONALDS CORP C$3680.03%1,178CommonSOLE
11135F101AVGOBROADCOM INC C$3670.03%2,191CommonSOLE
14021D107CGBLCAPITAL GROUP CORE BALANCED S$3660.03%11,818CommonSOLE
46432F842IEFAISHARES TR C$3660.03%4,834CommonSOLE
F21107101CSTMCONSTELLIUM SE C$3640.03%36,108CommonSOLE
03783C100APPFAPPFOLIO INC C$3630.03%1,652CommonSOLE
464285204IAUISHARES GOLD TR I$3590.03%6,083CommonSOLE
02079K107GOOGALPHABET INC C$3580.03%2,290CommonSOLE
922908363VOOVANGUARD INDEX FDS S$3540.03%688CommonSOLE
690742101OCOWENS CORNING NEW C$3510.03%2,454CommonSOLE
002824100ABTABBOTT LABS C$3510.03%2,648CommonSOLE
810186106SMGSCOTTS MIRACLE-GRO CO C$3500.03%6,368CommonSOLE
037598109APOGAPOGEE ENTERPRISES INC C$3500.03%7,545CommonSOLE
13057Q305CRCCALIFORNIA RES CORP C$3460.03%7,869CommonSOLE
686330101IXORIX CORP S$3430.02%16,423CommonSOLE
718546104PSXPHILLIPS 66 C$3400.02%2,755CommonSOLE
35969L108YMMFULL TRUCK ALLIANCE CO LTD S$3390.02%26,510CommonSOLE
53656F151TUGLISTED FD TR S$3360.02%10,845CommonSOLE
313855108FSSFEDERAL SIGNAL CORP C$3320.02%4,512CommonSOLE
459044103IBOCINTERNATIONAL BANCSHARES COR C$3280.02%5,195CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND S$3260.02%1,044CommonSOLE
666762109NRIMNORTHRIM BANCORP INC C$3240.02%4,430CommonSOLE
053332102AZOAUTOZONE INC C$3240.02%85CommonSOLE
903002103UMHUMH PPTYS INC C$3230.02%17,255CommonSOLE
715684106TLKP T TELEKOMUNIKASI INDONESIA S$3220.02%21,769CommonSOLE
002896207ANFABERCROMBIE & FITCH CO C$3160.02%4,136CommonSOLE
493267108KEYKEYCORP C$3160.02%19,733CommonSOLE
452308109ITWILLINOIS TOOL WKS INC C$3100.02%1,249CommonSOLE
667746101NWPXNORTHWEST PIPE CO C$3100.02%7,494CommonSOLE
74348T102PSECPROSPECT CAP CORP C$3080.02%75,000CommonSOLE
464287879IJSISHARES TR S$3010.02%3,085CommonSOLE
438333106HNSTHONEST CO INC C$2950.02%62,745CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC C$2950.02%1,409CommonSOLE
19247L106RQICOHEN & STEERS QUALITY INCOM C$2930.02%23,300CommonSOLE
337738108FISVFISERV INC C$2910.02%1,317CommonSOLE
70805E109PNTGPENNANT GROUP INC C$2870.02%11,427CommonSOLE
035710839NLYANNALY CAPITAL MANAGEMENT IN C$2850.02%14,056CommonSOLE
398433102GFFGRIFFON CORP C$2840.02%3,973CommonSOLE
882508104TXNTEXAS INSTRS INC C$2790.02%1,553CommonSOLE
909214306UISUNISYS CORP C$2750.02%59,978CommonSOLE
46138G649QQQMINVESCO EXCH TRADED FD TR II N$2730.02%1,414CommonSOLE
149568107CVCOCAVCO INDS INC DEL C$2700.02%520CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T S$2660.02%1,534CommonSOLE
682680103OKEONEOK INC NEW C$2660.02%2,685CommonSOLE
750917106RMBSRAMBUS INC DEL C$2590.02%5,005CommonSOLE
922908637VVVANGUARD INDEX FDS L$2570.02%999CommonSOLE
464287671IUSGISHARES TR C$2560.02%2,017CommonSOLE
78464A490WIPSPDR SER TR F$2540.02%6,768CommonSOLE
90364P105PATHUIPATH INC C$2540.02%24,624CommonSOLE
82983N108SB9SITIO ROYALTIES CORP C$2480.02%12,487CommonSOLE
178867107CIVBCIVISTA BANCSHARES INC C$2480.02%12,672CommonSOLE
46434V621DGROISHARES TR C$2470.02%4,004CommonSOLE
76171L106REYNREYNOLDS CONSUMER PRODS INC C$2420.02%10,143CommonSOLE
53228F101LFSTLIFESTANCE HEALTH GROUP INC C$2410.02%36,113CommonSOLE
Y1771G102CMRECOSTAMARE INC S$2410.02%24,445CommonSOLE
19459J104COLLCOLLEGIUM PHARMACEUTICAL INC C$2370.02%7,955CommonSOLE
83946P107SPFISOUTH PLAINS FINANCIAL INC C$2330.02%7,035CommonSOLE
92826C839VVISA INC C$2320.02%663CommonSOLE
40412C101HCAHCA HEALTHCARE INC C$2270.02%657CommonSOLE
535219109LINDLINDBLAD EXPEDITIONS HLDGS I C$2270.02%24,480CommonSOLE
09260D107BXBLACKSTONE INC C$2250.02%1,608CommonSOLE
59001A102MTHMERITAGE HOMES CORP C$2210.02%3,125CommonSOLE
23285D109CTKBCYTEK BIOSCIENCES INC C$2200.02%54,873CommonSOLE
03782L101APPNAPPIAN CORP C$2190.02%7,617CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F T$2180.02%1,877CommonSOLE
88422P109TCBXTHIRD COAST BANCSHARES INC C$2170.02%6,512CommonSOLE
235851102DHRDANAHER CORPORATION C$2170.02%1,057CommonSOLE
92663R105VMDVIEMED HEALTHCARE INC C$2170.02%29,862CommonSOLE
464287408IVEISHARES TR S$2140.02%1,121CommonSOLE
78349D107RXSTRXSIGHT INC C$2120.02%8,393CommonSOLE
440407104HBNCHORIZON BANCORP INC C$2100.02%13,936CommonSOLE
15135U109CVECENOVUS ENERGY INC C$2090.02%15,009CommonSOLE
234264109DAKTDAKTRONICS INC C$2080.02%17,069CommonSOLE
172908105CTASCINTAS CORP C$2080.02%1,012CommonSOLE
654902204NOKNOKIA CORP S$2050.01%38,948CommonSOLE
H11356104BGBUNGE GLOBAL SA C$2040.01%2,666CommonSOLE
371532102GCOGENESCO INC C$2040.01%9,625CommonSOLE
464288281EMBISHARES TR J$2020.01%2,232CommonSOLE
457187102INGRINGREDION INC C$2010.01%1,490CommonSOLE
902673102UFPTUFP TECHNOLOGIES INC C$2000.01%993CommonSOLE
G1757E113CMCLCALEDONIA MNG CORP PLC S$1930.01%15,477CommonSOLE
345370860FFORD MTR CO C$1840.01%18,316CommonSOLE
774515100RCKYROCKY BRANDS INC C$1820.01%10,506CommonSOLE
27828Y108ETVEATON VANCE TAX-MANAGED BUY- C$1720.01%13,000CommonSOLE
42225T107HCATHEALTH CATALYST INC C$1210.01%26,739CommonSOLE
75508B104RYAMRAYONIER ADVANCED MATLS INC C$950.01%16,519CommonSOLE
56400P706MNKDMANNKIND CORP C$700.01%13,901CommonSOLE
178587101CIOCITY OFFICE REIT INC C$570.00%11,009CommonSOLE
45685K102INFUINFUSYSTEM HLDGS INC C$540.00%10,033CommonSOLE
00165C302AMCAMC ENTMT HLDGS INC C$500.00%17,409CommonSOLE

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.