MondegarAI
Measured Wealth Private Client Group, LLC

Q4 2025 · 13F-HR

Measured Wealth Private Client Group, LLCholdings as filed

Filed 2026-02-10 · accession 0001720235-26-000002

$378.0M
Reported value
732
Positions
2025-12-31
Period end
View analyzed profile →PRO

The Brief · Measured Wealth Private Client Group, LLC · Q4 2025

AI · grounded in 13F

Measured Wealth Private Client Group, LLC increased its position in XLY by 260,938.46%, the largest move of the period. The fund also accumulated shares in SMH and XLI. Conversely, it trimmed holdings in SPMD and IYR.

Holdings as filed

First 500 of 732

CUSIPTickerIssuerValue% port.SharesClassVoting
78463V107GLDSPDR GOLD TR$25.8M6.83%65,142CommonNONE
78464A508SPYVSPDR SERIES TRUST$24.4M6.45%429,035CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$24.2M6.41%168,719CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$19.7M5.22%127,527CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$17.2M4.55%119,542CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$16.9M4.46%143,339CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$16.8M4.43%169,006CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$16.5M4.36%86,132CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$13.6M3.61%19,999CommonNONE
92189F676SMHVANECK ETF TRUST$9.5M2.51%26,382CommonNONE
464287432TLTISHARES TR$7.0M1.86%80,508CommonNONE
67066G104NVDANVIDIA CORPORATION$6.2M1.63%33,077CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$6.1M1.60%141,757CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$6.0M1.58%109,203CommonNONE
78464A409SPYGSPDR SERIES TRUST$5.9M1.57%55,582CommonNONE
037833100AAPLAPPLE INC$5.8M1.55%21,503CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$5.4M1.42%68,963CommonNONE
464287200IVVISHARES TR$4.9M1.29%7,119CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$4.1M1.07%33,935CommonNONE
46434V621DGROISHARES TR$4.0M1.06%57,981CommonNONE
11135F101AVGOBROADCOM INC$3.8M1.00%10,902CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$3.4M0.89%21,603CommonNONE
464287226AGGISHARES TR$2.9M0.77%29,020CommonNONE
594918104MSFTMICROSOFT CORP$2.9M0.76%5,920CommonNONE
46429B671MCHIISHARES TR$2.7M0.72%45,401CommonNONE
464287739IYRISHARES TR$2.6M0.69%27,901CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$2.6M0.69%57,427CommonNONE
464287234EEMISHARES TR$2.4M0.64%44,003CommonNONE
464287101OEFISHARES TR$2.3M0.60%6,572CommonNONE
78464A847SPMDSPDR SERIES TRUST$2.1M0.57%37,033CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$2.1M0.54%6,383CommonNONE
922908637VVVANGUARD INDEX FDS$1.8M0.47%5,589CommonNONE
172967424CCITIGROUP INC$1.8M0.46%15,032CommonNONE
552848103MTGMGIC INVT CORP WIS$1.7M0.46%58,984CommonNONE
132061706EYLDCAMBRIA ETF TR$1.6M0.43%41,975CommonNONE
922908769VTIVANGUARD INDEX FDS$1.5M0.39%4,431CommonNONE
25434V724DFUVDIMENSIONAL ETF TRUST$1.3M0.33%26,931CommonNONE
783549108RRYDER SYS INC$1.2M0.32%6,411CommonNONE
25434V609DFATDIMENSIONAL ETF TRUST$1.2M0.32%20,555CommonNONE
30161N101EXCEXELON CORP$1.2M0.32%27,961CommonNONE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$1.2M0.32%4,649CommonNONE
02209S103MOALTRIA GROUP INC$1.2M0.31%20,286CommonNONE
66405S100NBNNORTHEAST BK PORTLAND ME$1.2M0.31%11,104CommonNONE
629377508NRGNRG ENERGY INC$1.2M0.30%7,233CommonNONE
87165B103SYFSYNCHRONY FINANCIAL$1.1M0.30%13,475CommonNONE
29249E109ACTENACT HLDGS INC$1.1M0.30%28,355CommonNONE
464288240ACWXISHARES TR$1.1M0.29%16,206CommonNONE
450913108IAGIAMGOLD CORP$1.1M0.29%65,613CommonNONE
06849F108BBARRICK MNG CORP$1.1M0.29%24,780CommonNONE
03831W108APPAPPLOVIN CORP$1.1M0.28%1,589CommonNONE
680223104ORIOLD REP INTL CORP$1.1M0.28%23,427CommonNONE
29084Q100EMEEMCOR GROUP INC$1.0M0.28%1,714CommonNONE
30040W108ESEVERSOURCE ENERGY$1.0M0.27%15,410CommonNONE
636180101NFGNATIONAL FUEL GAS CO$1.0M0.27%12,954CommonNONE
126650100CVSCVS HEALTH CORP$1.0M0.27%12,947CommonNONE
25434V401DFUSDIMENSIONAL ETF TRUST$1.0M0.27%13,548CommonNONE
624756102MLIMUELLER INDS INC$961,7940.25%8,378CommonNONE
136069101CMCANADIAN IMPERIAL BANK OF CO$941,1660.25%10,387CommonNONE
534187109LNCLINCOLN NATL CORP IND$922,1720.24%20,709CommonNONE
902681105UGIUGI CORP NEW$913,4790.24%24,405CommonNONE
410120109HWCHANCOCK WHITNEY CORPORATION$898,5880.24%14,111CommonNONE
501044101KRKROGER CO$845,4410.22%13,531CommonNONE
Y2573F102FLEXFLEX LTD$841,2280.22%13,923CommonNONE
46428Q109SLVISHARES SILVER TR$822,3860.22%12,766CommonNONE
032095101APHAMPHENOL CORP NEW$810,5700.21%5,998CommonNONE
733174700BPOPPOPULAR INC$787,9630.21%6,328CommonNONE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$762,6520.20%11,859CommonNONE
N00985106AERAERCAP HOLDINGS NV$761,0650.20%5,294CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$754,8000.20%1CommonNONE
318672706FBPFIRST BANCORP P R$732,2460.19%35,323CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$724,2800.19%2,497CommonNONE
30231G102XOMEXXON MOBIL CORP$697,2800.18%5,794CommonNONE
478160104JNJJOHNSON & JOHNSON$694,9380.18%3,358CommonNONE
921910816MGKVANGUARD WORLD FD$681,1700.18%1,650CommonNONE
314211103FHIFEDERATED HERMES INC$677,5350.18%13,012CommonNONE
416515104HIGHARTFORD INSURANCE GROUP INC$677,2870.18%4,915CommonNONE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$670,3100.18%3,943CommonNONE
25434V500DFASDIMENSIONAL ETF TRUST$656,3610.17%9,421CommonNONE
002474104AZZAZZ INC$649,8320.17%6,063CommonNONE
801056102SANMSANMINA CORPORATION$634,9460.17%4,231CommonNONE
27579R104EWBCEAST WEST BANCORP INC$633,8800.17%5,640CommonNONE
466313103JBLJABIL INC$630,2580.17%2,764CommonNONE
10950A106BTSGBRIGHTSPRING HEALTH SVCS INC$628,2610.17%16,776CommonNONE
87305R109TTMITTM TECHNOLOGIES INC$626,5890.17%9,081CommonNONE
589400100MCYMERCURY GENL CORP NEW$617,4100.16%6,564CommonNONE
G5960L103MDTMEDTRONIC PLC$614,7840.16%6,400CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$611,3990.16%4,857CommonNONE
366505105GTXGARRETT MOTION INC$609,2830.16%34,956CommonNONE
681936100OHIOMEGA HEALTHCARE INVS INC$585,4210.15%13,203CommonNONE
410867105THGHANOVER INS GROUP INC$579,7460.15%3,172CommonNONE
05464C101AXONAXON ENTERPRISE INC$567,9300.15%1,000CommonNONE
56501R106MFCMANULIFE FINL CORP$558,8930.15%15,405CommonNONE
46284V101IRMIRON MTN INC DEL$541,2490.14%6,525CommonNONE
G0692U109AXSAXIS CAP HLDGS LTD$528,7030.14%4,937CommonNONE
46137V696GGMEINVESCO EXCHANGE TRADED FD T$528,2650.14%8,868CommonNONE
013872106AAALCOA CORP$513,3860.14%9,661CommonNONE
023135106AMZNAMAZON COM INC$503,5940.13%2,182CommonNONE
00287Y109ABBVABBVIE INC$500,8010.13%2,192CommonNONE
40090E106CIBGRUPO CIBEST SA$498,7660.13%7,841CommonNONE
G2519Y108BAPCREDICORP LTD$485,0300.13%1,690CommonNONE
902252105TYLTYLER TECHNOLOGIES INC$483,0030.13%1,064CommonNONE
260003108DOVDOVER CORP$476,9710.13%2,443CommonNONE
922908629VOVANGUARD INDEX FDS$476,6830.13%1,642CommonNONE
58155Q103MCKMCKESSON CORP$470,0260.12%573CommonNONE
D18190898DBDEUTSCHE BANK A G$467,4240.12%12,122CommonNONE
032654105ADIANALOG DEVICES INC$456,7010.12%1,684CommonNONE
75513E101RTXRTX CORPORATION$443,2980.12%2,417CommonNONE
548661107LOWLOWES COS INC$441,5640.12%1,831CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$439,3760.12%1,331CommonNONE
464288687PFFISHARES TR$433,5950.11%14,005CommonNONE
20441A102SBSCOMPANHIA DE SANEAMENTO BASI$427,7740.11%17,936CommonNONE
92766K403SPCEVIRGIN GALACTIC HOLDINGS INC$424,8180.11%132,342CommonNONE
126117100CNACNA FINL CORP$420,8270.11%8,815CommonNONE
018581108BFHBREAD FINANCIAL HOLDINGS INC$411,7550.11%5,562CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$410,1100.11%10,069CommonNONE
617446448MSMORGAN STANLEY$409,6030.11%2,307CommonNONE
17275R102CSCOCISCO SYS INC$406,1020.11%5,272CommonNONE
G54950103LINLINDE PLC$398,2480.11%934CommonNONE
48238T109OPLNOPENLANE INC$397,0570.11%13,333CommonNONE
28414H103ELANELANCO ANIMAL HEALTH INC$394,8260.10%17,447CommonNONE
46138E628KBWBINVESCO EXCH TRADED FD TR II$385,2900.10%4,571CommonNONE
922908363VOOVANGUARD INDEX FDS$381,9400.10%609CommonNONE
69366J200PTCTPTC THERAPEUTICS INC$376,9890.10%4,963CommonNONE
45337C102INCYINCYTE CORP$375,0300.10%3,797CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$368,3530.10%1,432CommonNONE
713448108PEPPEPSICO INC$364,3970.10%2,539CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$360,5010.10%717CommonNONE
093671105HRBBLOCK H & R INC$359,5260.10%8,250CommonNONE
78464A839MDYVSPDR SERIES TRUST$354,0910.09%4,183CommonNONE
92537N108VRTVERTIV HOLDINGS CO$341,0310.09%2,105CommonNONE
65339F101NEENEXTERA ENERGY INC$338,7820.09%4,220CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$336,2080.09%6,233CommonNONE
46137V308PKWINVESCO EXCHANGE TRADED FD T$335,3980.09%2,497CommonNONE
15101Q207CLSCELESTICA INC$330,7880.09%1,119CommonNONE
33829M101FIVEFIVE BELOW INC$324,5440.09%1,723CommonNONE
06738C778DJPBARCLAYS BANK PLC$323,4840.09%8,601CommonNONE
001055102AFLAFLAC INC$315,7030.08%2,863CommonNONE
14149Y108CAHCARDINAL HEALTH INC$315,6870.08%1,536CommonNONE
09290D101BLKBLACKROCK INC$314,6800.08%294CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$311,4620.08%1,161CommonNONE
258278100DORMDORMAN PRODS INC$302,5550.08%2,456CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$298,8660.08%846CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$297,5820.08%1,354CommonNONE
031162100AMGNAMGEN INC$296,2160.08%905CommonNONE
278642103EBAYEBAY INC.$295,8120.08%3,396CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$281,5340.07%959CommonNONE
002824100ABTABBOTT LABS$280,7750.07%2,241CommonNONE
G42706104HGHAMILTON INSURANCE GROUP LTD$279,2790.07%10,010CommonNONE
G8192H106SPNTSIRIUSPOINT LTD$278,4190.07%12,719CommonNONE
46432F842IEFAISHARES TR$274,8210.07%3,072CommonNONE
L02235106AMBPARDAGH METAL PACKAGING S A$269,9930.07%65,852CommonNONE
00206R102TAT&T INC$269,3690.07%10,844CommonNONE
750236101RDNRADIAN GROUP INC$266,1440.07%7,395CommonNONE
58933Y105MRKMERCK & CO INC$265,0450.07%2,518CommonNONE
78464A821MDYGSPDR SERIES TRUST$263,7030.07%2,853CommonNONE
651639106NEMNEWMONT CORP$259,3100.07%2,597CommonNONE
655844108NSCNORFOLK SOUTHN CORP$258,4040.07%895CommonNONE
375558103GILDGILEAD SCIENCES INC$254,3170.07%2,072CommonNONE
149123101CATCATERPILLAR INC$251,5660.07%439CommonNONE
369550108GDGENERAL DYNAMICS CORP$250,8120.07%745CommonNONE
46817M107JXNJACKSON FINANCIAL INC$250,0940.07%2,345CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$249,7980.07%822CommonNONE
09260D107BXBLACKSTONE INC$247,0860.07%1,603CommonNONE
02079K305GOOGLALPHABET INC$245,6560.06%785CommonNONE
30161Q104EXELEXELIXIS INC$239,9250.06%5,474CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$238,4390.06%622CommonNONE
063671101BMOBANK MONTREAL QUE$237,3860.06%1,829CommonNONE
665859104NTRSNORTHERN TR CORP$233,8420.06%1,712CommonNONE
92826C839VVISA INC$233,2220.06%665CommonNONE
452308109ITWILLINOIS TOOL WKS INC$230,5370.06%936CommonNONE
128030202CALMCAL MAINE FOODS INC$230,2760.06%2,894CommonNONE
133034108CACCAMDEN NATL CORP$230,1030.06%5,304CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$228,3510.06%1,094CommonNONE
403949100DINOHF SINCLAIR CORP$228,1420.06%4,951CommonNONE
464287150ITOTISHARES TR$227,3470.06%1,529CommonNONE
199908104FIXCOMFORT SYS USA INC$224,9230.06%241CommonNONE
00737L103CVSAADTALEM GLOBAL ED INC$222,2540.06%2,148CommonNONE
580135101MCDMCDONALDS CORP$221,4310.06%725CommonNONE
64828T201RITMRITHM CAPITAL CORP$219,6130.06%20,148CommonNONE
742718109PGPROCTER AND GAMBLE CO$217,2580.06%1,516CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$216,4500.06%3,765CommonNONE
437076102HDHOME DEPOT INC$216,4390.06%629CommonNONE
949746101WMT2WELLS FARGO CO NEW$213,8940.06%2,295CommonNONE
718546104PSXPHILLIPS 66$208,6640.06%1,617CommonNONE
78464A300SLYVSPDR SERIES TRUST$206,5930.05%2,271CommonNONE
74164F103PRIMPRIMORIS SVCS CORP$206,4450.05%1,663CommonNONE
009158106APDAIR PRODS & CHEMS INC$205,5210.05%832CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$204,6330.05%4,029CommonNONE
231021106CMICUMMINS INC$201,6280.05%395CommonNONE
04010L103ARCCARES CAPITAL CORP$199,7910.05%9,876CommonNONE
55261F104MTBM & T BK CORP$195,0330.05%968CommonNONE
369604301GEGE AEROSPACE$193,1350.05%627CommonNONE
670346105NUENUCOR CORP$191,0020.05%1,171CommonNONE
624758108MWAMUELLER WTR PRODS INC$189,7380.05%7,966CommonNONE
704326107PAYXPAYCHEX INC$187,7890.05%1,674CommonNONE
92839U206VCVISTEON CORP$185,0650.05%1,946CommonNONE
464288414MUBISHARES TR$183,6940.05%1,715CommonNONE
457187102INGRINGREDION INC$181,5940.05%1,647CommonNONE
464287614IWFISHARES TR$181,2740.05%383CommonNONE
064058100BKBANK NEW YORK MELLON CORP$179,5910.05%1,547CommonNONE
88160R101TSLATESLA INC$178,9890.05%398CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$178,4910.05%603CommonNONE
842587107SOSOUTHERN CO$177,0160.05%2,030CommonNONE
922908744VTVVANGUARD INDEX FDS$176,2840.05%923CommonNONE
02079K107GOOGALPHABET INC$175,4140.05%559CommonNONE
33739E108FPEFIRST TR EXCH TRADED FD III$172,3020.05%9,457CommonNONE
56585A102MPCMARATHON PETE CORP$171,6470.05%1,055CommonNONE
833034101SNASNAP ON INC$171,6110.05%498CommonNONE
191216100KOCOCA COLA CO$171,3470.05%2,451CommonNONE
94106L109WMWASTE MGMT INC DEL$169,2260.04%770CommonNONE
464288158SUBISHARES TR$168,2660.04%1,577CommonNONE
87724P106TMHCTAYLOR MORRISON HOME CORP$168,2500.04%2,858CommonNONE
464287168DVYISHARES TR$164,1460.04%1,163CommonNONE
30303M102METAMETA PLATFORMS INC$162,5910.04%246CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$161,1930.04%623CommonNONE
91529Y106UNMUNUM GROUP$160,1470.04%2,066CommonNONE
G4474Y214JHGJANUS HENDERSON GROUP PLC$157,9320.04%3,320CommonNONE
78464A201SLYGSPDR SERIES TRUST$155,6020.04%1,652CommonNONE
464287408IVEISHARES TR$150,1460.04%708CommonNONE
384802104GWWWW GRAINGER INC$149,3390.04%148CommonNONE
92939U106WECWEC ENERGY GROUP INC$148,9100.04%1,412CommonNONE
7495271071RGREV GROUP INC$148,0120.04%2,434CommonNONE
87612G101TRGPTARGA RES CORP$144,1500.04%781CommonNONE
928254101VIRTVIRTU FINL INC$143,4730.04%4,306CommonNONE
988498101YUMYUM BRANDS INC$141,9010.04%938CommonNONE
37045V100GMGENERAL MTRS CO$141,5780.04%1,741CommonNONE
464288166AGZISHARES TR$138,2550.04%1,254CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$136,2570.04%158CommonNONE
78464A383SPMBSPDR SERIES TRUST$135,4760.04%6,044CommonNONE
882508104TXNTEXAS INSTRS INC$134,4550.04%775CommonNONE
038222105AMATAPPLIED MATLS INC$130,8410.03%509CommonNONE
35905A109FTDRFRONTDOOR INC$128,1290.03%2,221CommonNONE
532457108LLYELI LILLY & CO$127,8870.03%119CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$127,6260.03%1,787CommonNONE
464286533EEMVISHARES INC$123,9170.03%1,935CommonNONE
891160509TDTORONTO DOMINION BK ONT$123,9090.03%1,315CommonNONE
465741106ITRIITRON INC$123,5040.03%1,330CommonNONE
86333M108LRNSTRIDE INC$122,7180.03%1,890CommonNONE
464287465EFAISHARES TR$114,7560.03%1,195CommonNONE
H1467J104CBCHUBB LIMITED$113,3000.03%363CommonNONE
00508Y102AYIACUITY INC$112,3330.03%312CommonNONE
075887109BDXBECTON DICKINSON & CO$109,4550.03%564CommonNONE
922907746VTEBVANGUARD MUN BD FDS$105,2070.03%2,092CommonNONE
25434V807DFIVDIMENSIONAL ETF TRUST$103,8420.03%2,081CommonNONE
464288448IDVISHARES TR$102,2150.03%2,591CommonNONE
36828A101GEVGE VERNOVA INC$101,9570.03%156CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$101,3870.03%865CommonNONE
69753M105PLMRPALOMAR HLDGS INC$100,5310.03%746CommonNONE
166764100CVXCHEVRON CORP NEW$95,5820.03%627CommonNONE
020002101ALLALLSTATE CORP$92,2100.02%443CommonNONE
46138K103FXEINVESCO CURRENCYSHARES EURO$90,1260.02%831CommonNONE
191098102COKECOCA COLA CONS INC$89,5580.02%584CommonNONE
084680107BBTBEACON FINANCIAL CORP.$89,4470.02%3,392CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$88,3520.02%156CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$85,8450.02%1,729CommonNONE
35473P645FLEUFRANKLIN TEMPLETON ETF TR$83,8680.02%2,522CommonNONE
68389X105ORCLORACLE CORP$83,4210.02%428CommonNONE
539830109LMTLOCKHEED MARTIN CORP$82,7080.02%171CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$81,5560.02%1,824CommonNONE
G87052109TELTE CONNECTIVITY PLC$80,9940.02%356CommonNONE
047649108ATKRATKORE INC$80,2010.02%1,268CommonNONE
303075105FDSFACTSET RESH SYS INC$80,0920.02%276CommonNONE
860630102SFSTIFEL FINL CORP$79,7860.02%637CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$79,6180.02%550CommonNONE
438516106HONHONEYWELL INTL INC$79,5970.02%408CommonNONE
609207105MDLZMONDELEZ INTL INC$79,0760.02%1,469CommonNONE
379577208GMEDGLOBUS MED INC$77,0950.02%883CommonNONE
745867101PHMPULTE GROUP INC$76,5710.02%653CommonNONE
460146103IPINTERNATIONAL PAPER CO$75,6290.02%1,920CommonNONE
907818108UNPUNION PAC CORP$75,1790.02%325CommonNONE
50155Q100KDKYNDRYL HLDGS INC$74,3150.02%2,798CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$72,3070.02%324CommonNONE
72919P202PLUGPLUG POWER INC$72,0630.02%36,580CommonNONE
04316A108APAMARTISAN PARTNERS ASSET MGMT$71,7840.02%1,762CommonNONE
464287804IJRISHARES TR$71,2670.02%593CommonNONE
N07059210ASMLASML HOLDING N V$70,6110.02%66CommonNONE
464287879IJSISHARES TR$70,0520.02%616CommonNONE
291011104EMREMERSON ELEC CO$69,7730.02%526CommonNONE
084423102WRBBERKLEY W R CORP$69,4190.02%990CommonNONE
670837103OGEOGE ENERGY CORP$68,6190.02%1,607CommonNONE
46438R105ETHAISHARES ETHEREUM TR$68,1870.02%3,040CommonNONE
57636Q104MAMASTERCARD INCORPORATED$67,3640.02%118CommonNONE
09256A109CIIBLACKROCK ENHANCED LARGE CAP$67,2820.02%2,879CommonNONE
05961W105BMABANCO MACRO SA$66,8990.02%742CommonNONE
931142103WMTWALMART INC$66,2120.02%594CommonNONE
75524B104RBCRBC BEARINGS INC$65,0220.02%145CommonNONE
060505104BACBANK AMERICA CORP$63,8640.02%1,161CommonNONE
01973R101ALSNALLISON TRANSMISSION HLDGS I$63,6940.02%651CommonNONE
46432F396MTUMISHARES TR$63,5790.02%254CommonNONE
494368103KMBKIMBERLY-CLARK CORP$63,4190.02%629CommonNONE
759530108RELXRELX PLC$61,7620.02%1,528CommonNONE
67092P870NUBDNUSHARES ETF TR$61,1630.02%2,736CommonNONE
34354P105FLSFLOWSERVE CORP$61,0540.02%880CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$58,6400.02%334CommonNONE
147528103CASYCASEYS GEN STORES INC$57,4820.02%104CommonNONE
209115104EDCONSOLIDATED EDISON INC$57,1090.02%575CommonNONE
717081103PFEPFIZER INC$56,8470.02%2,283CommonNONE
172908105CTASCINTAS CORP$56,4210.01%300CommonNONE
920253101VMIVALMONT INDS INC$54,7160.01%136CommonNONE
37954Y475XYLDGLOBAL X FDS$54,2820.01%1,336CommonNONE
125523100CITHE CIGNA GROUP$53,9450.01%196CommonNONE
562750109MANHMANHATTAN ASSOCIATES INC$53,7260.01%310CommonNONE
701094104PHPARKER-HANNIFIN CORP$53,6170.01%61CommonNONE
29358P101ENSGENSIGN GROUP INC$53,4790.01%307CommonNONE
29355X107NPOENPRO INC$53,1040.01%248CommonNONE
78464A854SPYMSPDR SERIES TRUST$52,0630.01%649CommonNONE
453038408IMOIMPERIAL OIL LTD$51,7860.01%600CommonNONE
61774R767EVMOMORGAN STANLEY ETF TRUST$51,4130.01%1,013CommonNONE
808524862SCHOSCHWAB STRATEGIC TR$51,3480.01%2,107CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$50,3610.01%335CommonNONE
896239100TRMBTRIMBLE INC$49,0470.01%626CommonNONE
007973100AEISADVANCED ENERGY INDS$48,7830.01%233CommonNONE
84472E102SSBSOUTHSTATE BK CORP$48,2780.01%513CommonNONE
464288877EFVISHARES TR$48,2020.01%675CommonNONE
858119100STLDSTEEL DYNAMICS INC$47,4740.01%280CommonNONE
464287507IJHISHARES TR$47,4540.01%719CommonNONE
400506101PACGRUPO AEROPUERTO DEL PACIFIC$47,4530.01%180CommonNONE
46429B697USMVISHARES TR$47,1740.01%501CommonNONE
12503M108CBOECBOE GLOBAL MKTS INC$46,1840.01%184CommonNONE
03076K108ABCBAMERIS BANCORP$45,8990.01%618CommonNONE
00847J105AGYSAGILYSYS INC$45,7530.01%385CommonNONE
12541W209CHRWC H ROBINSON WORLDWIDE INC$45,4950.01%283CommonNONE
922908751VBVANGUARD INDEX FDS$45,3990.01%176CommonNONE
28618M106ESIELEMENT SOLUTIONS INC$45,0320.01%1,802CommonNONE
45784P101PODDINSULET CORP$44,9100.01%158CommonNONE
31488V107FERGFERGUSON ENTERPRISES INC$44,5260.01%200CommonNONE
004498101ACIWACI WORLDWIDE INC$43,7460.01%915CommonNONE
46090E103QQQINVESCO QQQ TR$43,6310.01%71CommonNONE
79466L302CRMSALESFORCE INC$43,1800.01%163CommonNONE
247361702DALDELTA AIR LINES INC DEL$43,0280.01%620CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$42,8550.01%2,470CommonNONE
375916103GILGILDAN ACTIVEWEAR INC$42,5980.01%682CommonNONE
142339100CSLCARLISLE COS INC$42,2220.01%132CommonNONE
615394202MOG/AMOOG INC$42,1340.01%173CommonNONE
22822V101CCICROWN CASTLE INC$42,1240.01%474CommonNONE
224408104CRCRANE COMPANY$41,8660.01%227CommonNONE
45073V108ITTITT INC$41,2950.01%238CommonNONE
654106103NKENIKE INC$41,2290.01%647CommonNONE
053611109AVYAVERY DENNISON CORP$40,7410.01%224CommonNONE
512816109LAMRLAMAR ADVERTISING CO NEW$40,3790.01%319CommonNONE
871607107SNPSSYNOPSYS INC$39,9260.01%85CommonNONE
448579102HHYATT HOTELS CORP$39,9200.01%249CommonNONE
655663102NDSNNORDSON CORP$39,9110.01%166CommonNONE
857477103STTSTATE STR CORP$39,3480.01%305CommonNONE
33733E203FBTFIRST TR EXCHANGE-TRADED FD$39,0320.01%189CommonNONE
194162103CLCOLGATE PALMOLIVE CO$38,7200.01%490CommonNONE
204166102CVLTCOMMVAULT SYS INC$38,6110.01%308CommonNONE
98389B100XELXCEL ENERGY INC$38,3330.01%519CommonNONE
M7516K103NVMINOVA LTD$37,4360.01%114CommonNONE
249906108DSGXDESCARTES SYS GROUP INC$37,4310.01%427CommonNONE
49271V100KDPKEURIG DR PEPPER INC$37,3650.01%1,334CommonNONE
512807306LRCXLAM RESEARCH CORP$37,1460.01%217CommonNONE
464287481IWPISHARES TR$37,1110.01%271CommonNONE
464286525ACWVISHARES INC$36,5750.01%308CommonNONE
G0403H108AONAON PLC$36,3470.01%103CommonNONE
37637Q105GBCIGLACIER BANCORP INC NEW$36,1650.01%821CommonNONE
576690101MTRNMATERION CORP$35,8040.01%288CommonNONE
66987V109NVSNOVARTIS AG$35,7080.01%259CommonNONE
46266C105IQVIQVIA HLDGS INC$35,6150.01%158CommonNONE
759916109RGENREPLIGEN CORP$35,2300.01%215CommonNONE
518415104LSCCLATTICE SEMICONDUCTOR CORP$34,8770.01%474CommonNONE
537008104LFUSLITTELFUSE INC$34,3970.01%136CommonNONE
427866108HSYHERSHEY CO$34,2120.01%188CommonNONE
09073M104TECHBIO-TECHNE CORP$34,0510.01%579CommonNONE
811707801SBCFSEACOAST BKG CORP FLA$33,9960.01%1,082CommonNONE
855244109SBUXSTARBUCKS CORP$33,8520.01%402CommonNONE
443510607HUBBHUBBELL INC$33,7520.01%76CommonNONE
922475108VEEVVEEVA SYS INC$33,4850.01%150CommonNONE
59156R108METMETLIFE INC$33,4710.01%424CommonNONE
576485205MTDRMATADOR RES CO$33,0610.01%779CommonNONE
451107106IDAIDACORP INC$32,9060.01%260CommonNONE
59522J103MAAMID-AMER APT CMNTYS INC$32,6440.01%235CommonNONE
882681109TXRHTEXAS ROADHOUSE INC$32,5360.01%196CommonNONE
22052L104CTVACORTEVA INC$32,3420.01%483CommonNONE
570535104MKLMARKEL GROUP INC$32,2450.01%15CommonNONE
057665200BCPCBALCHEM CORP$31,8990.01%208CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$31,8700.01%805CommonNONE
92337F107VCYTVERACYTE INC$31,4910.01%748CommonNONE
871829107SYYSYSCO CORP$30,8510.01%419CommonNONE
G25508105CRHCRH PLC$30,8260.01%247CommonNONE
025816109AXPAMERICAN EXPRESS CO$30,7060.01%83CommonNONE
89400J107TRUTRANSUNION$30,6990.01%358CommonNONE
26969P108EXPEAGLE MATLS INC$30,5890.01%148CommonNONE
003263100GLTRABRDN PRECIOUS METALS BASKET$30,4290.01%148CommonNONE
636274409NGGNATIONAL GRID PLC$30,3210.01%392CommonNONE
55405Y100MTSIMACOM TECH SOLUTIONS HLDGS I$30,3170.01%177CommonNONE
718172109PMPHILIP MORRIS INTL INC$30,3160.01%189CommonNONE
904767803ULUNILEVER PLC$30,2150.01%462CommonNONE
780259305SHELSHELL PLC$30,1270.01%410CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$29,8650.01%259CommonNONE
127190304CACICACI INTL INC$29,8370.01%56CommonNONE
91347P105OLEDUNIVERSAL DISPLAY CORP$29,7790.01%255CommonNONE
80105N105SNYSANOFI SA$29,5610.01%610CommonNONE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$29,4700.01%589CommonNONE
N20944109CNHCNH INDL N V$29,4670.01%3,196CommonNONE
311900104FASTFASTENAL CO$29,4550.01%734CommonNONE
32054K103FRFIRST INDL RLTY TR INC$29,1500.01%509CommonNONE
171484108CHDNCHURCHILL DOWNS INC$29,1280.01%256CommonNONE
835699307SONYSONY GROUP CORP$29,0560.01%1,135CommonNONE
404280406HSBCHSBC HLDGS PLC$29,0290.01%369CommonNONE
827048109SLGNSILGAN HLDGS INC$28,7840.01%713CommonNONE
464287655IWMISHARES TR$28,0620.01%114CommonNONE
85254J102STAGSTAG INDL INC$27,9010.01%759CommonNONE
G8473T100STESTERIS PLC$27,8870.01%110CommonNONE
302130109EXPDEXPEDITORS INTL WASH INC$27,5670.01%185CommonNONE
526057104LENLENNAR CORP$27,5500.01%268CommonNONE
88579Y101MMM3M CO$27,5370.01%172CommonNONE
929160109VMCVULCAN MATLS CO$27,3810.01%96CommonNONE
872540109TJXTJX COS INC NEW$27,0350.01%176CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$26,9340.01%501CommonNONE
83444M101SOLVSOLVENTUM CORP$26,7040.01%337CommonNONE
114340102AZTAAZENTA INC$26,6750.01%802CommonNONE
018802108LNTALLIANT ENERGY CORP$26,4590.01%407CommonNONE
450056106IRTCIRHYTHM TECHNOLOGIES INC$26,4390.01%149CommonNONE
46438G430WSMLISHARES TR$26,3510.01%866CommonNONE
92647N824CDCVICTORY PORTFOLIOS II$26,0270.01%395CommonNONE
19247G107COHRCOHERENT CORP$26,0240.01%141CommonNONE
143658300CCL1EURCARNIVAL CORP$25,9590.01%850CommonNONE
46982L108JJACOBS SOLUTIONS INC$25,8300.01%195CommonNONE
889478103TOLTOLL BROTHERS INC$25,6920.01%190CommonNONE
556269108SHOOMADDEN STEVEN LTD$25,6500.01%616CommonNONE
52736R102LEVILEVI STRAUSS & CO NEW$25,6140.01%1,235CommonNONE
81762P102NOWSERVICENOW INC$25,2760.01%165CommonNONE
912008109USFDUS FOODS HLDG CORP$25,2320.01%335CommonNONE
37253A103THRMGENTHERM INC$24,8040.01%682CommonNONE
00724F101ADBEADOBE INC$24,8020.01%71CommonNONE
253393102DKSDICKS SPORTING GOODS INC$24,7460.01%125CommonNONE
14040H105COFCAPITAL ONE FINL CORP$24,7020.01%102CommonNONE
40637H109HALOHALOZYME THERAPEUTICS INC$24,5650.01%365CommonNONE
806857108SLBSLB LIMITED$24,5630.01%640CommonNONE
364760108GAPGAP INC$24,4670.01%956CommonNONE
147448104CWSTCASELLA WASTE SYS INC$24,3870.01%249CommonNONE
443320106HUBGHUB GROUP INC$24,3730.01%572CommonNONE
055622104BPBP PLC$24,3110.01%700CommonNONE
46137V332RSPHINVESCO EXCHANGE TRADED FD T$24,2700.01%762CommonNONE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$24,1230.01%130CommonNONE
854231107SXISTANDEX INTL CORP$24,1180.01%111CommonNONE
H01301128ALCALCON AG$23,9580.01%304CommonNONE
76131D103QSRRESTAURANT BRANDS INTL INC$23,8810.01%350CommonNONE
25434V765DIHPDIMENSIONAL ETF TRUST$23,8750.01%754CommonNONE
46434V449IMTMISHARES TR$23,7930.01%496CommonNONE
749685103RPMRPM INTL INC$23,7120.01%228CommonNONE
87162W100SNXTD SYNNEX CORPORATION$23,4360.01%156CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$23,4150.01%974CommonNONE
052769106ADSKAUTODESK INC$23,0890.01%78CommonNONE
76169C100REXRREXFORD INDL RLTY INC$22,9220.01%592CommonNONE
464285204IAUISHARES GOLD TR$22,8900.01%282CommonNONE
038336103ATRAPTARGROUP INC$22,8070.01%187CommonNONE
78464A805SPTMSPDR SERIES TRUST$22,7700.01%276CommonNONE
829073105SSDSIMPSON MFG INC$22,7670.01%141CommonNONE
98138H101WDAYWORKDAY INC$22,7670.01%106CommonNONE
26614N102DDDUPONT DE NEMOURS INC$22,7530.01%566CommonNONE
398433102GFFGRIFFON CORP$22,6230.01%307CommonNONE
942622200WSOWATSCO INC$22,5760.01%67CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$22,5560.01%275CommonNONE
29261A100EHCENCOMPASS HEALTH CORP$22,5020.01%212CommonNONE
693506107PPGPPG INDS INC$22,3360.01%218CommonNONE
40171V100GWREGUIDEWIRE SOFTWARE INC$22,3120.01%111CommonNONE
94106B101WCNWASTE CONNECTIONS INC$22,2710.01%127CommonNONE
G0450A105ACGLARCH CAP GROUP LTD$22,2530.01%232CommonNONE
74736L109QTWOQ2 HLDGS INC$22,1530.01%307CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$21,9750.01%25CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$21,9250.01%251CommonNONE
254687106DISDISNEY WALT CO$21,8460.01%192CommonNONE
224441105CXTCRANE NXT CO$21,6050.01%459CommonNONE
046353108AZNNASTRAZENECA PLC$21,6040.01%235CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$21,0810.01%258CommonNONE
46429B689EFAVISHARES TR$21,0450.01%244CommonNONE
12572Q105CMECME GROUP INC$21,0270.01%77CommonNONE
25434V799DFICDIMENSIONAL ETF TRUST$20,9520.01%608CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$20,8600.01%36CommonNONE
G0176J109ALLEALLEGION PLC$20,6990.01%130CommonNONE
617700109MORNMORNINGSTAR INC$20,6440.01%95CommonNONE
G491BT108IVZINVESCO LTD$20,6220.01%785CommonNONE
464288612GVIISHARES TR$20,5040.01%191CommonNONE
278865100ECLECOLAB INC$20,4770.01%78CommonNONE
219948106CPAYCORPAY INC$20,4630.01%68CommonNONE
025072604AVEMAMERICAN CENTY ETF TR$20,2560.01%263CommonNONE
405552100HLNHALEON PLC$20,1900.01%1,997CommonNONE
781846209RUSHARUSH ENTERPRISES INC$20,1740.01%374CommonNONE
674215207CHRDCHORD ENERGY CORPORATION$20,0230.01%216CommonNONE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$19,8560.01%140CommonNONE
607828100MODMODINE MFG CO$19,6260.01%147CommonNONE
553530106MSMMSC INDL DIRECT INC$19,5110.01%232CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$19,4800.01%160CommonNONE
884903808TRI4EURTHOMSON REUTERS CORP$19,2740.01%146CommonNONE
74743L100QQNITY ELECTRONICS INC$19,2690.01%236CommonNONE
74275K108PCORPROCORE TECHNOLOGIES INC$18,9850.01%261CommonNONE
698884103PARPAR TECHNOLOGY CORP$18,9740.01%523CommonNONE
87161C501SYU1SYNOVUS FINL CORP$18,5690.00%371CommonNONE
464287499IWRISHARES TR$18,4840.00%192CommonNONE
398182303AHRAMERICAN HEALTHCARE REIT INC$18,4480.00%392CommonNONE
15189T107CNPCENTERPOINT ENERGY INC$18,4030.00%480CommonNONE
389930207BTCGRAYSCALE BITCOIN MINI TR ET$18,2810.00%472CommonNONE
46137V340RSPFINVESCO EXCHANGE TRADED FD T$18,2110.00%232CommonNONE
767204100RIORIO TINTO PLC$18,1670.00%227CommonNONE
464288588MBBISHARES TR$18,0920.00%190CommonNONE
360271100FULTFULTON FINL CORP PA$17,7060.00%916CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$17,6810.00%39CommonNONE
747525103QCOMQUALCOMM INC$17,4470.00%102CommonNONE

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.