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Gryphon Financial Partners LLC

Q1 2026 · 13F-HR

Gryphon Financial Partners LLCholdings as filed

Filed 2026-05-06 · accession 0001765380-26-000176

$975.8M
Reported value
362
Positions
2026-03-31
Period end
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The Brief · Gryphon Financial Partners LLC · Q1 2026

AI · grounded in 13F

Gryphon Financial Partners LLC established a new position in WMS valued at $3.76M. The fund also opened a new position in BGIG for $2.05M and increased its holdings in IVOG by 2,790.89%. Conversely, the fund closed its entire position in FCF, resulting in a $2.60M reduction.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$192.2M19.7%294,166CommonSOLE
037833100AAPLAPPLE INC$45.2M4.63%177,919CommonSOLE
922908769VTIVANGUARD INDEX FDS$35.1M3.59%109,257CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$29.6M3.03%1,077,490CommonSOLE
67066G104NVDANVIDIA CORPORATION$28.7M2.94%164,538CommonSOLE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$23.7M2.43%36,460CommonSOLE
594918104MSFTMICROSOFT CORP$22.1M2.27%59,807CommonSOLE
00287Y109ABBVABBVIE INC$19.8M2.03%91,042CommonSOLE
82509L107SHOPSHOPIFY INC$18.1M1.86%152,807CommonSOLE
30303M102METAMETA PLATFORMS INC$17.6M1.80%30,728CommonSOLE
921932869IVOGVANGUARD ADMIRAL FDS INC$17.5M1.79%139,630CommonSOLE
464288257ACWIISHARES TR$16.6M1.71%120,253CommonSOLE
87612G101TRGPTARGA RES CORP$16.0M1.64%63,766CommonSHARED
023135106AMZNAMAZON COM INC$15.2M1.56%73,085CommonSOLE
02079K305GOOGLALPHABET INC$14.3M1.47%49,801CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$13.6M1.40%28,443CommonSOLE
002824100ABTABBOTT LABORATORIES$12.5M1.28%121,866CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$10.7M1.10%36,503CommonSOLE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$10.7M1.10%16,500PUTSHARED
78462F103SPYSTATE STR SPDR S&P 500 ETF T$10.7M1.10%16,500CALLSHARED
11135F101AVGOBROADCOM INC$9.2M0.94%29,605CommonSOLE
742718109PGPROCTER & GAMBLE CO$9.0M0.93%62,504CommonSOLE
931142103WMTWALMART INC$8.3M0.85%66,916CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$8.0M0.82%29,735CommonSOLE
464287309IVWISHARES TR$7.3M0.75%64,686CommonSOLE
46138J783BSCRINVESCO EXCH TRD SLF IDX FD$6.5M0.67%331,295CommonSHARED
464287507IJHISHARES TR$6.3M0.65%93,806CommonSOLE
478160104JNJJOHNSON & JOHNSON$5.9M0.60%24,077CommonSOLE
30231G102XOMEXXON MOBIL CORP$5.4M0.55%31,896CommonSOLE
464287465EFAISHARES TR$5.3M0.55%54,902CommonSOLE
02079K107GOOGALPHABET INC$5.3M0.54%18,338CommonSOLE
532457108LLYELI LILLY & CO$5.2M0.53%5,668CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$5.1M0.52%10,215CommonSOLE
464287499IWRISHARES TR$5.0M0.52%51,799CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$4.8M0.50%4,858CommonSOLE
88160R101TSLATESLA INC$4.8M0.49%12,840CommonSOLE
46432F834IXUSISHARES TR$4.7M0.48%53,957CommonSOLE
92826C839VVISA INC$4.1M0.42%13,456CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$4.1M0.42%30,923CommonSOLE
166764100CVXCHEVRON CORPORATION$4.0M0.41%19,163CommonSOLE
21873S108CRWVCOREWEAVE INC$3.9M0.39%49,704CommonSOLE
00790R104WMSADVANCED DRAIN SYS INC DEL$3.8M0.39%27,447CommonSOLE
464287614IWFISHARES TR$3.7M0.38%8,639CommonSOLE
437076102HDHOME DEPOT INC$3.6M0.37%11,009CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$3.6M0.37%5CommonSOLE
464287226AGGISHARES TR$3.5M0.36%35,716CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$3.5M0.36%24,031CommonSOLE
64110L106NFLXNETFLIX INC.$3.5M0.36%36,532CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$3.5M0.36%10,373CommonSOLE
464287234EEMISHARES TR$3.4M0.35%60,290CommonSOLE
464287804IJRISHARES TR$3.4M0.35%27,451CommonSOLE
464287655IWMISHARES TR$3.2M0.33%12,968CommonSOLE
580135101MCDMCDONALDS CORP$3.1M0.32%10,126CommonSOLE
65339F101NEENEXTERA ENERGY INC$3.1M0.32%33,714CommonSOLE
464287408IVEISHARES TR$3.1M0.32%14,661CommonSOLE
46434G103IEMGISHARES INC$3.0M0.31%43,303CommonSOLE
369604301GEGE AEROSPACE$3.0M0.31%10,560CommonSOLE
149123101CATCATERPILLAR INC$2.9M0.30%4,082CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$2.7M0.27%41,708CommonSOLE
30779N105FMAOFARMERS & MERCHANTS BANCORP$2.6M0.26%100,185CommonSOLE
464287622IWBISHARES TR$2.6M0.26%7,159CommonSOLE
36828A101GEVGE VERNOVA INC$2.5M0.26%2,894CommonSOLE
464287598IWDISHARES TR$2.5M0.26%11,680CommonSOLE
55405W104MYRGMYR GROUP INC$2.5M0.26%8,836CommonSOLE
03027X100AMTAMERICAN TOWER CORP$2.4M0.24%13,714CommonSHARED
17275R102CSCOCISCO SYS INC$2.3M0.24%30,197CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$2.3M0.23%14,074CommonSOLE
46090E103QQQINVESCO QQQ TR$2.2M0.23%3,846CommonSOLE
595112103MUMICRON TECHNOLOGY INC$2.1M0.21%6,184CommonSOLE
060505104BACBANK AMERICA CORP$2.1M0.21%42,837CommonSOLE
56585A102MPCMARATHON PETE CORP$2.1M0.21%8,502CommonSOLE
031162100AMGNAMGEN INC$2.1M0.21%5,860CommonSOLE
701094104PHPARKER-HANNIFIN CORP$2.1M0.21%2,291CommonSOLE
191216100KOCOCA COLA CO$2.0M0.21%26,950CommonSOLE
26922B527BGIGETF SER SOLUTIONS$2.0M0.21%61,577CommonSOLE
94106L109WMWASTE MGMT INC DEL$2.0M0.21%8,880CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$2.0M0.21%3,341CommonSOLE
922908751VBVANGUARD INDEX FDS$2.0M0.20%7,626CommonSOLE
949746101WMT2WELLS FARGO & CO$1.9M0.20%24,037CommonSOLE
78470P796MYCHSSGA ACTIVE TR$1.9M0.20%76,384CommonSHARED
617446448MSMORGAN STANLEY$1.9M0.19%11,478CommonSOLE
20825C104COPCONOCOPHILLIPS$1.9M0.19%14,261CommonSOLE
92204A702VGTVANGUARD WORLD FD$1.8M0.18%2,578CommonSOLE
46432F339QUALISHARES TR$1.8M0.18%9,275CommonSOLE
020002101ALLALLSTATE CORP$1.8M0.18%8,534CommonSOLE
464287168DVYISHARES TR$1.8M0.18%11,594CommonSOLE
464287150ITOTISHARES TR$1.7M0.18%12,225CommonSOLE
438516106HONHONEYWELL INTL INC$1.7M0.18%7,595CommonSOLE
78409V104SPGIS&P GLOBAL INC$1.6M0.17%3,846CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$1.6M0.17%8,027CommonSOLE
46434V456IQLTISHARES TR$1.6M0.17%35,090CommonSOLE
58933Y105MRKMERCK & CO INC$1.6M0.16%13,352CommonSOLE
713448108PEPPEPSICO INC$1.6M0.16%10,273CommonSOLE
088606108BHPBHP BILLITON LIMITED$1.6M0.16%21,909CommonSOLE
74340W103PLDPROLOGIS INC.$1.5M0.16%11,706CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$1.5M0.16%20,759CommonSOLE
922908553VNQVANGUARD INDEX FDS$1.5M0.15%16,656CommonSOLE
316773100FITBFIFTH THIRD BANCORP$1.4M0.15%31,194CommonSOLE
09290D101BLKBLACKROCK INC$1.4M0.14%1,407CommonSOLE
808524771FNDXSCHWAB STRATEGIC TR$1.3M0.14%48,046CommonSOLE
46432F842IEFAISHARES TR$1.3M0.13%14,461CommonSOLE
58733R102MELIMERCADOLIBRE INC$1.3M0.13%757CommonSOLE
040413205ANETARISTA NETWORKS INC$1.3M0.13%10,598CommonSOLE
68389X105ORCLORACLE CORP$1.3M0.13%8,820CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.3M0.13%2,637CommonSOLE
H1467J104CBCHUBB LTD SWITZ$1.3M0.13%3,974CommonSOLE
267475101DYDYCOM INDS INC$1.3M0.13%3,822CommonSOLE
G29183103ETNEATON CORP PLC$1.3M0.13%3,531CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$1.3M0.13%25,125CommonSOLE
690370101BBBYBED BATH & BEYOND INC$1.3M0.13%270,709CommonSOLE
78467Y107MDYSTATE STR SPDR S&P MIDCAP 40$1.2M0.13%2,005CommonSOLE
G16252101BIPBROOKFIELD INFRASTRUCTURE PA$1.2M0.13%33,900CommonSHARED
718172109PMPHILIP MORRIS INTL INC$1.2M0.12%7,267CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.2M0.12%4,926CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$1.2M0.12%76,245CommonSOLE
G54950103LINLINDE PLC$1.2M0.12%2,370CommonSOLE
81762P102NOWSERVICENOW INC$1.2M0.12%11,236CommonSOLE
75513E101RTXRTX CORPORATION$1.2M0.12%6,029CommonSOLE
N07059210ASMLASML HLDG NV$1.2M0.12%878CommonSOLE
922908736VUGVANGUARD INDEX FDS$1.2M0.12%2,644CommonSOLE
651639106NEMNEWMONT CORP$1.1M0.12%10,605CommonSOLE
922908629VOVANGUARD INDEX FDS$1.1M0.12%3,983CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$1.1M0.12%15,890CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$1.1M0.11%4,057CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$1.1M0.11%1,289CommonSOLE
038222105AMATAPPLIED MATLS INC$1.1M0.11%3,135CommonSOLE
92204A405VFHVANGUARD WORLD FD$1.1M0.11%8,761CommonSHARED
922908363VOOVANGUARD INDEX FDS$1.1M0.11%1,765CommonSOLE
882508104TXNTEXAS INSTRS INC$1.0M0.11%5,365CommonSOLE
20030N101CMCSACOMCAST CORP NEW$1.0M0.11%35,736CommonSOLE
00206R102TAT&T INC$1.0M0.10%35,329CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$1.0M0.10%18,834CommonSOLE
97717X669DGRWWISDOMTREE TR$1.0M0.10%11,572CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$978,1100.10%3,051CommonSOLE
16411Q101CQPCHENIERE ENERGY PARTNERS L P$966,0900.10%14,948CommonSHARED
907818108UNPUNION PAC CORP$965,7330.10%3,980CommonSOLE
461202103INTUINTUIT$965,5070.10%2,233CommonSOLE
464287481IWPISHARES TR$962,0960.10%7,509CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$957,0110.10%7,309CommonSOLE
034164103ANDEANDERSONS INC$954,9820.10%13,304CommonSOLE
46436E726IBDVISHARES TR$948,8410.10%43,346CommonSOLE
92204A504VHTVANGUARD WORLD FD$945,8030.10%3,473CommonSHARED
922908595VBKVANGUARD INDEX FDS$944,5040.10%3,125CommonSOLE
032095101APHAMPHENOL CORP$942,1620.10%7,457CommonSOLE
404280406HSBCHSBC HLDGS PLC$940,5730.10%11,402CommonSOLE
97717W505DONWISDOMTREE TR$937,7330.10%17,848CommonSOLE
235851102DHRDANAHER CORP DEL$934,2230.10%4,927CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$930,9740.10%3,192CommonSOLE
811054402SSPSCRIPPS E W CO OHIO$916,2700.09%246,309CommonSOLE
78464A409SPYGSPDR SERIES TRUST$897,0520.09%9,162CommonSOLE
74762E102QUREQUANTA SVCS INC$887,7750.09%1,617CommonSOLE
46435U325IBMQISHARES TR$880,4030.09%34,485CommonSOLE
718546104PSXPHILLIPS 66$865,5790.09%4,751CommonSOLE
369550108GDGENERAL DYNAMICS CORP$847,4310.09%2,469CommonSOLE
375558103GILDGILEAD SCIENCES INC$845,7530.09%6,068CommonSOLE
H42097107UBSUBS GROUP AG$837,9080.09%21,446CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$828,7790.08%1,856CommonNONE
770700102HOODROBINHOOD MKTS INC$824,2620.08%11,894CommonSOLE
803054204SAPSAP SE$819,6610.08%4,787CommonSOLE
464288513HYGISHARES TR$809,1260.08%10,170CommonSOLE
G3730V105FTAIFTAI AVIATION LTD$800,7880.08%3,269CommonSOLE
922908538VOTVANGUARD INDEX FDS$796,9590.08%3,097CommonSOLE
464287473IWSISHARES TR$791,5390.08%5,431CommonSOLE
92206C680VONGVANGUARD SCOTTSDALE FDS$780,4450.08%7,115CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$777,3970.08%1,311CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$766,2780.08%4,200CommonSOLE
46434V647REETISHARES TR$764,0230.08%30,379CommonSOLE
871607107SNPSSYNOPSYS INC$764,0170.08%1,927CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$761,7230.08%12,139CommonSOLE
921909768VXUSVANGUARD STAR FDS$754,4450.08%9,784CommonSOLE
025816109AXPAMERICAN EXPRESS CO$752,9410.08%2,489CommonSOLE
03743Q108APAAPA CORPORATION$751,9590.08%17,718CommonSOLE
40412C101HCAHCA HEALTHCARE INC$736,6770.08%1,557CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$732,9840.08%174CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$728,8980.07%2,540CommonSOLE
37733W204GSKGSK PLC$723,3240.07%13,106CommonSOLE
464288679SHVISHARES TR$721,9510.07%6,540CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$717,4280.07%1,722CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$711,5180.07%4,102CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$711,3080.07%1,543CommonSOLE
872540109TJXTJX COS INC NEW$708,9860.07%4,439CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$705,1180.07%2,043CommonSOLE
126408103CSXCSX CORP$694,8760.07%16,928CommonSHARED
81369Y803XLKSELECT SECTOR SPDR TR$692,3540.07%5,210CommonSOLE
745867101PHMPULTE GROUP INC$688,0520.07%5,850CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$686,5880.07%2,459CommonSOLE
893641100TDGTRANSDIGM GROUP INC$685,9150.07%592CommonSOLE
46138J643BSCSINVESCO EXCH TRD SLF IDX FD$680,8830.07%33,339CommonSHARED
254687106DISDISNEY WALT CO$672,6260.07%6,979CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$670,1940.07%7,131CommonSOLE
743315103PGRPROGRESSIVE CORP$668,7230.07%3,373CommonSOLE
291011104EMREMERSON ELEC CO$661,7160.07%5,050CommonSOLE
79466L302CRMSALESFORCE INC$640,2040.07%3,430CommonNONE
416515104HIGHARTFORD INSURANCE GROUP INC$628,4540.06%4,647CommonSOLE
780259305SHELSHELL PLC$619,6090.06%6,662CommonSOLE
863667101SYKSTRYKER CORPORATION$611,4830.06%1,861CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$600,4180.06%5,416CommonSOLE
46436E130IBDYISHARES TR$589,8010.06%22,816CommonSOLE
74348A467NOBLPROSHARES TR$584,7390.06%5,516CommonSOLE
90139K100QLTYGMO ETF TRUST$578,8610.06%15,999CommonSOLE
833034101SNASNAP ON INC$575,5440.06%1,585CommonSOLE
92840M102VSTVISTRA CORP$570,0890.06%3,792CommonSOLE
49845K101KVYOKLAVIYO INC$568,5630.06%29,217CommonSOLE
31428X106FDXFEDEX CORP$544,1340.06%1,528CommonSOLE
78463X889SPDWSPDR INDEX SHS FDS$542,3680.06%11,881CommonSOLE
172967424CCITIGROUP INC$533,5440.05%4,705CommonSOLE
91913Y100VLOVALERO ENERGY CORP$531,4340.05%2,151CommonSOLE
458140100INTCINTEL CORP$526,6120.05%11,933CommonSHARED
98138H101WDAYWORKDAY INC$524,7470.05%4,039CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$524,3860.05%8,560CommonSOLE
87283Q503TSPAT ROWE PRICE ETF INC$524,2160.05%12,817CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$521,8060.05%2,797CommonSOLE
872590104TMUST-MOBILE US INC$518,2580.05%2,468CommonSOLE
02209S103MOALTRIA GROUP INC$503,5640.05%7,631CommonSOLE
16411R208LNGCHENIERE ENERGY INC$500,9840.05%1,766CommonSOLE
128125101CSQCALAMOS STRATEGIC TOTAL RETU$496,1720.05%28,982CommonSOLE
023939101AMTMAMENTUM HOLDINGS INC$492,4690.05%18,883CommonSOLE
464287788IYFISHARES TR$488,4070.05%4,151CommonSOLE
46436E312IBDXISHARES TR$487,9500.05%19,309CommonSOLE
05464C101AXONAXON ENTERPRISE INC$479,0510.05%1,128CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$477,1520.05%984CommonSOLE
46436E486IBDWISHARES TR$474,2390.05%22,658CommonSOLE
N00985106AERAERCAP HOLDINGS NV$473,5810.05%3,452CommonSOLE
980745103WWDWOODWARD INC$467,0780.05%1,305CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$466,3300.05%1,861CommonSOLE
806857108SLBSLB LIMITED$466,2320.05%9,072CommonSOLE
904767803ULUNILEVER PLC$464,4200.05%8,152CommonSOLE
501044101KRKROGER CO$460,1010.05%6,358CommonSOLE
46429B267GOVTISHARES TR$459,5730.05%20,060CommonSOLE
775109200RCIROGERS COMMUNICATIONS INC$458,2290.05%11,918CommonSOLE
693506107PPGPPG INDS INC$458,0380.05%4,286CommonSHARED
00724F101ADBEADOBE INC$453,3450.05%1,865CommonSOLE
526057104LENLENNAR CORP$449,4980.05%5,176CommonSOLE
682680103OKEONEOK INC NEW$449,1990.05%4,970CommonSOLE
172908105CTASCINTAS CORP$446,9060.05%2,642CommonSOLE
78464A532XTNSPDR SERIES TRUST$446,4000.05%4,800CommonSOLE
345370860FFORD MTR CO$436,1470.04%37,794CommonSOLE
46436E205IBDUISHARES TR$427,6540.04%18,386CommonSOLE
032654105ADIANALOG DEVICES INC$426,9590.04%1,342CommonSOLE
512807306LRCXLAM RESEARCH CORP$425,1690.04%1,990CommonSHARED
465562106ITUBITAU UNIBANCO HLDG S A$424,4980.04%50,656CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$418,4520.04%5,057CommonSOLE
013872106AAALCOA CORP$417,0170.04%6,287CommonSOLE
294821608ERICTELEFONAKTIEBOLAGET LM ERICS$409,1620.04%36,305CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$406,5670.04%12,125CommonSOLE
482480100KLACKLA CORP$405,0340.04%275CommonSOLE
244199105DEDEERE & CO$397,5040.04%706CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$393,5020.04%2,050CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$385,4150.04%1,423CommonSOLE
921946794VYMIVANGUARD WHITEHALL FDS$384,5000.04%4,080CommonSOLE
95040Q104WELLWELLTOWER INC$382,4440.04%1,934CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$380,3070.04%5,064CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$377,2170.04%1,742CommonSOLE
09260D107BXBLACKSTONE INC$374,6340.04%3,258CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$372,1780.04%2,691CommonSOLE
78454L100SMSM ENERGY COMPANY$371,5280.04%11,916CommonSOLE
717081103PFEPFIZER INC$370,7610.04%13,204CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$370,1230.04%1,332CommonSOLE
G25508105CRHCRH PLC$368,3360.04%3,504CommonSOLE
15678C102CBLLCERIBELL INC$367,7550.04%20,063CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$367,5820.04%2,337CommonNONE
74834L100DGXQUEST DIAGNOSTICS INC$355,2990.04%1,813CommonSOLE
92939U106WECWEC ENERGY GROUP INC$353,7610.04%3,056CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$350,5130.04%898CommonSOLE
35671D857FCXFREEPORT MCMORAN INC$349,7980.04%5,951CommonSOLE
58155Q103MCKMCKESSON CORP$349,2910.04%404CommonSHARED
142339100CSLCARLISLE COS INC$348,7310.04%1,045CommonSOLE
46137V282RSPTINVESCO EXCHANGE TRADED FD T$339,4500.03%7,500CommonSOLE
34959E109FTNTFORTINET INC$335,2980.03%4,103CommonSOLE
464287705IJJISHARES TR$334,9600.03%2,528CommonSOLE
55354G100MSCIMSCI INC$333,8870.03%619CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$333,4740.03%1,603CommonSOLE
G87110105FTITECHNIPFMC PLC$331,2020.03%4,791CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$329,2230.03%759CommonSOLE
78467X109DIASTATE STR SPDR DOW JONES IND$326,0860.03%704CommonSOLE
548661107LOWLOWES COS INC$323,6530.03%1,370CommonSHARED
666807102NOCNORTHROP GRUMMAN CORP$321,7050.03%472CommonSHARED
464287721IYWISHARES TR$321,1730.03%1,770CommonSOLE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$317,5540.03%5,380CommonSHARED
615369105MCOMOODYS CORP$317,2250.03%727CommonSOLE
500631106KEPKOREA ELEC PWR CORP$316,4090.03%22,204CommonSOLE
747525103QCOMQUALCOMM INC$311,8410.03%2,421CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$311,5650.03%2,376CommonSOLE
45780R101IBPINSTALLED BLDG PRODS INC$308,6770.03%1,164CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$305,7430.03%4,559CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$305,5220.03%1,504CommonSOLE
12572Q105CMECME GROUP INC$302,3040.03%1,024CommonSOLE
217204106CPRTCOPART INC$298,8340.03%9,001CommonSOLE
26884L109EQTEQT CORP$292,9570.03%4,603CommonSOLE
25434V609DFATDIMENSIONAL ETF TRUST$292,6410.03%4,686CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$292,5330.03%999CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$284,5880.03%6,292CommonSHARED
46641Q647JMUBJ P MORGAN EXCHANGE TRADED F$284,1940.03%5,685CommonSOLE
842587107SOSOUTHERN CO$284,1000.03%2,943CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$280,9000.03%3,043CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$280,2050.03%1,077CommonSOLE
46436E718SGOVISHARES TR$278,5380.03%2,767CommonSOLE
025072604AVEMAMERICAN CENTY ETF TR$276,4700.03%3,431CommonSOLE
855244109SBUXSTARBUCKS CORP$271,7590.03%3,033CommonSOLE
29273V100ETENERGY TRANSFER L P$271,4740.03%14,066CommonSOLE
464287648IWOISHARES TR$267,6800.03%853CommonSOLE
969457100WMBWILLIAMS COS INC$266,6640.03%3,664CommonSHARED
78463V107GLDSPDR GOLD TR$265,9200.03%618CommonSOLE
33738D101EMLPFIRST TR EXCHANGE-TRADED FD$265,5660.03%6,083CommonSOLE
45168D104IDXXIDEXX LABS INC$265,2130.03%472CommonSOLE
444859102HUMHUMANA INC$264,5940.03%1,526CommonSOLE
518439104ELLAUDER ESTEE COS INC$263,1090.03%3,666CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$262,3140.03%1,220CommonSHARED
14149Y108CAHCARDINAL HEALTH INC$261,8330.03%1,239CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$261,7950.03%668CommonSHARED
29084Q100EMEEMCOR GROUP INC$261,5510.03%354CommonSOLE
464287762IYHISHARES TR$258,4270.03%4,193CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$255,4890.03%1,288CommonSOLE
911363109URIUNITED RENTALS INC$255,1870.03%350CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$254,5670.03%5,156CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$254,5150.03%1,736CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$245,2540.03%2,878CommonSOLE
98978V103ZTSZOETIS INC$243,5390.02%2,060CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$241,3870.02%1,235CommonSOLE
922475108VEEVVEEVA SYS INC$240,8300.02%1,371CommonSOLE
29444U700EQIXEQUINIX INC$240,3010.02%245CommonSOLE
09174C104BITBBITWISE BITCOIN ETF TR$239,2650.02%6,500CommonSOLE
443201108HWMHOWMET AEROSPACE INC$239,1670.02%1,038CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$238,3990.02%2,977CommonNONE
303250104FICOFAIR ISAAC CORP$236,9940.02%222CommonSOLE
009158106APDAIR PRODUCTS AND CHEMICALS I$236,0700.02%813CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$234,3070.02%2,150CommonSOLE
464288414MUBISHARES TR$233,7430.02%2,202CommonSOLE
G5960L103MDTMEDTRONIC PLC$230,4760.02%2,660CommonSOLE
12504L109CBRECBRE GROUP INC$229,3340.02%1,693CommonSOLE
09062W204BLFSBIOLIFE SOLUTIONS INC$228,9410.02%11,999CommonSOLE
097023105BABOEING CO$228,6860.02%1,149CommonSOLE
744320102PRUPRUDENTIAL FINL INC$226,2180.02%2,316CommonSOLE
835699307SONYSONY GROUP CORP$221,8450.02%10,717CommonSOLE
231021106CMICUMMINS INC$221,6550.02%412CommonSHARED
46435G326IDEVISHARES TR$221,4610.02%2,650CommonSOLE
02553E106AEOAMERICAN EAGLE OUTFITTERS IN$219,8060.02%13,162CommonSOLE
285512109EAELECTRONIC ARTS INC$217,1360.02%1,065CommonSOLE
922020805VTIPVANGUARD MALVERN FDS$214,5360.02%4,295CommonSOLE
007973100AEISADVANCED ENERGY INDS$214,0430.02%663CommonSOLE
88579Y101MMM3M CO$213,7130.02%1,472CommonSOLE
126650100CVSCVS HEALTH CORP$212,9320.02%2,965CommonSOLE
052769106ADSKAUTODESK INC$212,1090.02%886CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$209,9320.02%585CommonSOLE
219350105GLWCORNING INC$209,1630.02%1,538CommonSHARED
690742101OCOWENS CORNING NEW$208,8610.02%1,930CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$207,1090.02%1,358CommonSOLE
778296103ROSTROSS STORES INC$207,0980.02%956CommonSOLE
053332102AZOAUTOZONE INC$206,0450.02%61CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$205,7050.02%4,088CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$205,5590.02%1,271CommonSOLE
384802104GWWWW GRAINGER INC$203,9820.02%187CommonNONE
464288646IGSBISHARES TR$201,6730.02%3,837CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$201,0070.02%5,312CommonSOLE
23834J201DAVEDAVE INC$200,2040.02%1,150CommonSOLE
21900C308CRMDCORMEDIX INC$186,0530.02%27,401CommonSOLE
09262F100ECATBLACKROCK ESG CAP ALLC TERM$152,7750.02%11,250CommonSOLE
36866J105GEMIGEMINI SPACE STA INC$144,9060.01%32,784CommonSHARED
250565108DBIDESIGNER BRANDS INC$134,3980.01%23,620CommonSOLE
405552100HLNHALEON PLC$101,0250.01%10,092CommonSOLE
092915107BZAIBLAIZE HLDGS INC$90,9170.01%49,954CommonSOLE
64119N608NTSKNETSKOPE INC$87,9230.01%10,356CommonSOLE

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.