InvestInfoAI
IEQ CAPITAL, LLC

Q4 2025 · 13F-HR

IEQ CAPITAL, LLCholdings as filed

Filed 2026-02-13 · accession 0001779789-26-000001

$33.40B
Reported value
1,837
Positions
2025-12-31
Period end
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The Brief · IEQ CAPITAL, LLC · Q4 2025

AI · grounded in 13F

IEQ CAPITAL, LLC reduced its position in DASH by 51.85%. The fund increased its holdings in BIL by 26.73% and AMZN by 11.39%. Other notable accumulations include NVDA and GOOG, which grew by 9.23% and 8.64% respectively.

Holdings as filed

First 500 of 1837

CUSIPTickerIssuerValue% port.SharesClassVoting
03831W108APPAPPLOVIN CORP$10.57B31.6%15,685,398CommonNONE
771049103RBLXROBLOX CORP$1.40B4.18%17,245,356CommonNONE
67066G104NVDANVIDIA CORPORATION$882.5M2.64%4,732,153CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$781.7M2.34%1,146,278CommonNONE
30303M102METAMETA PLATFORMS INC$778.3M2.33%1,179,010CommonNONE
037833100AAPLAPPLE INC$745.1M2.23%2,740,916CommonNONE
594918104MSFTMICROSOFT CORP$528.4M1.58%1,092,493CommonNONE
023135106AMZNAMAZON COM INC$442.5M1.32%1,917,143CommonNONE
922908769VTIVANGUARD INDEX FDS$401.5M1.20%1,197,664CommonNONE
02079K305GOOGLALPHABET INC$401.1M1.20%1,281,343CommonNONE
78468R663BILSPDR SERIES TRUST$366.5M1.10%4,010,468CommonNONE
922908363VOOVANGUARD INDEX FDS$306.6M0.92%488,941CommonNONE
02079K107GOOGALPHABET INC$304.2M0.91%969,387CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$296.7M0.89%633,026CommonNONE
46090E103QQQINVESCO QQQ TR$284.1M0.85%462,456CommonNONE
833445109SNOWSNOWFLAKE INC$253.2M0.76%1,154,288CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$248.3M0.74%282,530CommonNONE
464287101OEFISHARES TR$241.3M0.72%703,504CommonSOLE
464287614IWFISHARES TR$232.9M0.70%492,105CommonNONE
11135F101AVGOBROADCOM INC$224.6M0.67%648,836CommonNONE
88160R101TSLATESLA INC$215.9M0.65%480,098CommonNONE
464287622IWBISHARES TR$182.1M0.55%487,726CommonNONE
79466L302CRMSALESFORCE INC$145.9M0.44%550,721CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$145.8M0.44%290,049CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$126.2M0.38%391,612CommonNONE
464287200IVVISHARES TR$121.4M0.36%177,214CommonNONE
770700102HOODROBINHOOD MKTS INC$115.0M0.34%1,016,552CommonNONE
532457108LLYELI LILLY & CO$107.0M0.32%99,574CommonNONE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$105.7M0.32%745,113CommonNONE
931142103WMTWALMART INC$102.4M0.31%919,283CommonNONE
74762E102QUREQUANTA SVCS INC$102.1M0.31%241,955CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$99.1M0.30%557,693CommonNONE
58933Y105MRKMERCK & CO INC$99.1M0.30%941,491CommonNONE
464288257ACWIISHARES TR$97.5M0.29%689,106CommonSOLE
049468101TEAMATLASSIAN CORPORATION$96.2M0.29%593,139CommonNONE
15135B101CNCCENTENE CORP DEL$90.7M0.27%2,203,313CommonNONE
19260Q107COINCOINBASE GLOBAL INC$90.5M0.27%400,189CommonNONE
040413205ANETARISTA NETWORKS INC$86.6M0.26%661,031CommonNONE
458140100INTCINTEL CORP$83.9M0.25%2,274,268CommonNONE
369604301GEGE AEROSPACE$80.9M0.24%262,547CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$80.4M0.24%93,237CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$80.2M0.24%364,855CommonNONE
009066101ABNBAIRBNB INC$79.3M0.24%584,238CommonNONE
478160104JNJJOHNSON & JOHNSON$78.7M0.24%380,267CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$78.4M0.23%1,454,257CommonNONE
30212P303EXPEEXPEDIA GROUP INC$78.2M0.23%275,869CommonNONE
199908104FIXCOMFORT SYS USA INC$77.4M0.23%82,925CommonNONE
69331C108PCGPG&E CORP$77.4M0.23%4,813,862CommonNONE
G6683N103NUNU HLDGS LTD$76.6M0.23%4,574,388CommonNONE
595112103MUMICRON TECHNOLOGY INC$76.5M0.23%268,187CommonNONE
H1467J104CBCHUBB LIMITED$74.9M0.22%240,131CommonNONE
92826C839VVISA INC$74.8M0.22%213,202CommonNONE
37045V100GMGENERAL MTRS CO$74.2M0.22%912,334CommonNONE
26142V105DKNGDRAFTKINGS INC NEW$72.8M0.22%2,113,232CommonNONE
921909768VXUSVANGUARD STAR FDS$72.6M0.22%962,753CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$72.3M0.22%285,758CommonNONE
98980L101ZNGAZOOM COMMUNICATIONS INC$72.3M0.22%837,548CommonNONE
76009N100UPBDUPBOUND GROUP INC$72.0M0.22%4,101,233CommonNONE
713448108PEPPEPSICO INC$71.4M0.21%497,495CommonNONE
281020107EIXEDISON INTL$69.5M0.21%1,157,367CommonNONE
57636Q104MAMASTERCARD INCORPORATED$68.9M0.21%120,710CommonNONE
464287689IWVISHARES TR$67.6M0.20%174,731CommonNONE
464287804IJRISHARES TR$67.2M0.20%559,427CommonNONE
464285204IAUISHARES GOLD TR$66.0M0.20%812,610CommonNONE
23804L103DDOGDATADOG INC$65.4M0.20%480,816CommonNONE
36828A101GEVGE VERNOVA INC$59.8M0.18%91,537CommonNONE
16935C109CHYMCHIME FINL INC$58.2M0.17%2,312,846CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$57.2M0.17%10,677CommonNONE
81762P102NOWSERVICENOW INC$56.6M0.17%369,208CommonNONE
31428X106FDXFEDEX CORP$56.1M0.17%194,320CommonNONE
445658107JBHTHUNT J B TRANS SVCS INC$56.1M0.17%288,476CommonNONE
781154109RBRKRUBRIK INC.$55.4M0.17%724,714CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$55.2M0.17%205,820CommonNONE
58506Q109MEDPMEDPACE HLDGS INC$53.5M0.16%95,278CommonNONE
G65163100JOBYJOBY AVIATION INC$53.3M0.16%4,036,331CommonNONE
75734B100RDDTREDDIT INC$53.1M0.16%230,864CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$53.0M0.16%68,637CommonNONE
14040H105COFCAPITAL ONE FINL CORP$53.0M0.16%218,592CommonNONE
452327109ILMNILLUMINA INC$52.7M0.16%401,714CommonNONE
512807306LRCXLAM RESEARCH CORP$52.7M0.16%307,658CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$51.9M0.16%157,152CommonNONE
45337C102INCYINCYTE CORP$51.9M0.16%525,172CommonNONE
922908637VVVANGUARD INDEX FDS$51.4M0.15%163,381CommonNONE
64110L106NFLXNETFLIX INC$49.7M0.15%530,008CommonNONE
30231G102XOMEXXON MOBIL CORP$49.5M0.15%411,277CommonNONE
78463V107GLDSPDR GOLD TR$48.2M0.14%121,566CommonNONE
632307104NTRANATERA INC$48.1M0.14%209,753CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$47.9M0.14%229,671CommonNONE
22266T109CPNGCOUPANG INC$47.3M0.14%2,004,189CommonNONE
651639106NEMNEWMONT CORP$46.6M0.14%466,909CommonNONE
872540109TJXTJX COS INC NEW$46.0M0.14%299,640CommonNONE
369550108GDGENERAL DYNAMICS CORP$45.9M0.14%136,465CommonNONE
172967424CCITIGROUP INC$45.6M0.14%390,356CommonNONE
032095101APHAMPHENOL CORP NEW$45.5M0.14%337,016CommonNONE
68389X105ORCLORACLE CORP$44.9M0.13%230,272CommonNONE
247361702DALDELTA AIR LINES INC DEL$44.6M0.13%643,060CommonNONE
922908736VUGVANGUARD INDEX FDS$44.6M0.13%91,365CommonSOLE
G87110105FTITECHNIPFMC PLC$44.2M0.13%991,253CommonNONE
92343E102VRSNVERISIGN INC$43.3M0.13%178,089CommonNONE
773121108RKLBROCKET LAB CORP$42.8M0.13%613,515CommonNONE
958102105WDCWESTERN DIGITAL CORP$42.2M0.13%244,780CommonNONE
256677105DGDOLLAR GEN CORP NEW$42.1M0.13%316,974CommonNONE
921910873MGCVANGUARD WORLD FD$41.0M0.12%163,346CommonNONE
464287465EFAISHARES TR$40.8M0.12%425,069CommonNONE
92204A702VGTVANGUARD WORLD FD$40.7M0.12%54,007CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$40.5M0.12%796,631CommonNONE
00724F101ADBEADOBE INC$39.5M0.12%112,929CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$39.4M0.12%482,081CommonNONE
060505104BACBANK AMERICA CORP$39.3M0.12%714,415CommonNONE
086516101BBYBEST BUY INC$38.7M0.12%578,260CommonNONE
697435105PANWPALO ALTO NETWORKS INC$37.7M0.11%204,710CommonNONE
55087P104LYFTLYFT INC$37.7M0.11%1,946,512CommonNONE
517834107LVSLAS VEGAS SANDS CORP$37.6M0.11%577,563CommonNONE
539830109LMTLOCKHEED MARTIN CORP$36.9M0.11%76,327CommonNONE
316841105FIGFIGMA INC$36.4M0.11%973,880CommonNONE
09260D107BXBLACKSTONE INC$36.0M0.11%233,692CommonNONE
N14506104ESTCELASTIC N V$35.0M0.10%464,414CommonNONE
876030107TPRTAPESTRY INC$34.8M0.10%272,274CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$34.6M0.10%936,294CommonNONE
46266C105IQVIQVIA HLDGS INC$34.3M0.10%152,375CommonNONE
57060D108MKTXMARKETAXESS HLDGS INC$34.3M0.10%189,326CommonNONE
718546104PSXPHILLIPS 66$34.1M0.10%264,260CommonNONE
464287598IWDISHARES TR$33.8M0.10%160,667CommonNONE
437076102HDHOME DEPOT INC$33.1M0.10%96,147CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$32.4M0.10%519,190CommonNONE
464287309IVWISHARES TR$32.2M0.10%261,113CommonNONE
883203101TXTTEXTRON INC$31.9M0.10%366,045CommonNONE
30161Q104EXELEXELIXIS INC$31.3M0.09%713,624CommonNONE
366651107ITGARTNER INC$30.9M0.09%122,617CommonNONE
30063P105EXKEXACT SCIENCES CORP$30.9M0.09%303,816CommonNONE
58155Q103MCKMCKESSON CORP$30.5M0.09%37,189CommonNONE
949746101WMT2WELLS FARGO CO NEW$30.3M0.09%325,323CommonNONE
00090Q103ADTADT INC DEL$30.3M0.09%3,749,491CommonNONE
038222105AMATAPPLIED MATLS INC$29.7M0.09%115,469CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$29.6M0.09%596,279CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$29.5M0.09%297,057CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$29.4M0.09%50,642CommonNONE
34959E109FTNTFORTINET INC$29.1M0.09%366,911CommonNONE
174610105CFGCITIZENS FINL GROUP INC$28.8M0.09%493,608CommonNONE
00287Y109ABBVABBVIE INC$28.7M0.09%125,817CommonNONE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$28.7M0.09%58,959CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$28.7M0.09%38CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$28.5M0.09%93,761CommonSOLE
25809K105DASHDOORDASH INC$28.4M0.09%125,508CommonNONE
624756102MLIMUELLER INDS INC$28.4M0.09%247,551CommonNONE
80004C200SNDKSANDISK CORP$28.3M0.08%119,335CommonNONE
231021106CMICUMMINS INC$28.2M0.08%55,202CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$27.7M0.08%474,700CommonNONE
G0692U109AXSAXIS CAP HLDGS LTD$27.6M0.08%257,301CommonNONE
235851102DHRDANAHER CORPORATION$27.5M0.08%120,055CommonNONE
921910816MGKVANGUARD WORLD FD$27.2M0.08%65,821CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$26.6M0.08%47,036CommonNONE
88033G407THCTENET HEALTHCARE CORP$26.6M0.08%134,026CommonNONE
72352L106PINSPINTEREST INC$26.6M0.08%1,028,132CommonNONE
90384S303ULTAULTA BEAUTY INC$26.3M0.08%43,435CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$26.0M0.08%121,203CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$25.9M0.08%212,420CommonNONE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$25.8M0.08%64,905CommonNONE
57667L107MTCHMATCH GROUP INC NEW$25.7M0.08%796,315CommonNONE
75513E101RTXRTX CORPORATION$25.7M0.08%140,104CommonNONE
052769106ADSKAUTODESK INC$25.6M0.08%86,435CommonNONE
49271V100KDPKEURIG DR PEPPER INC$25.4M0.08%906,415CommonNONE
751212101RLRALPH LAUREN CORP$25.3M0.08%71,492CommonNONE
17275R102CSCOCISCO SYS INC$25.3M0.08%327,881CommonNONE
29977A105EVREVERCORE INC$25.2M0.08%74,051CommonNONE
33829M101FIVEFIVE BELOW INC$25.2M0.08%133,710CommonNONE
880770102TERTERADYNE INC$25.0M0.07%129,289CommonNONE
718172109PMPHILIP MORRIS INTL INC$25.0M0.07%155,648CommonNONE
92537N108VRTVERTIV HOLDINGS CO$24.9M0.07%153,664CommonNONE
60937P106MDBMONGODB INC$24.8M0.07%59,193CommonNONE
461202103INTUINTUIT$24.8M0.07%37,469CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$24.6M0.07%671,522CommonNONE
09062X103BIIBBIOGEN INC$24.6M0.07%139,639CommonNONE
G8473T100STESTERIS PLC$24.3M0.07%95,929CommonNONE
650111107NYTNEW YORK TIMES CO$24.3M0.07%349,415CommonNONE
166764100CVXCHEVRON CORP NEW$24.3M0.07%159,111CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$24.2M0.07%201,963CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$24.1M0.07%314,753CommonNONE
G491BT108IVZINVESCO LTD$24.1M0.07%915,843CommonNONE
G5960L103MDTMEDTRONIC PLC$23.9M0.07%248,369CommonNONE
81730H109SSENTINELONE INC$23.8M0.07%1,587,792CommonNONE
889478103TOLTOLL BROTHERS INC$23.7M0.07%174,918CommonNONE
126650100CVSCVS HEALTH CORP$23.4M0.07%295,481CommonNONE
099724106BWABORGWARNER INC$23.2M0.07%514,757CommonNONE
03076C106AMPAMERIPRISE FINL INC$23.0M0.07%46,980CommonNONE
90364P105PATHUIPATH INC$23.0M0.07%1,401,514CommonNONE
00846U101AAGILENT TECHNOLOGIES INC$23.0M0.07%168,667CommonNONE
23331A109DHID R HORTON INC$22.9M0.07%159,230CommonNONE
358054104FRSHFRESHWORKS INC$22.5M0.07%1,835,656CommonNONE
808513105SCHWSCHWAB CHARLES CORP$22.4M0.07%223,714CommonNONE
46432F842IEFAISHARES TR$22.2M0.07%247,620CommonNONE
776696106ROPROPER TECHNOLOGIES INC$22.1M0.07%49,545CommonNONE
742718109PGPROCTER AND GAMBLE CO$22.0M0.07%153,468CommonNONE
87612E106TGTTARGET CORP$22.0M0.07%224,995CommonNONE
902494103TSNTYSON FOODS INC$22.0M0.07%375,143CommonNONE
533900106LECOLINCOLN ELEC HLDGS INC$21.8M0.07%91,122CommonNONE
743315103PGRPROGRESSIVE CORP$21.4M0.06%93,911CommonNONE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$21.3M0.06%358,056CommonNONE
902973304USBUS BANCORP DEL$21.0M0.06%394,130CommonNONE
364760108GAPGAP INC$20.9M0.06%814,661CommonNONE
29786A106ETSYETSY INC$20.8M0.06%375,718CommonNONE
G3922B107GGENPACT LIMITED$20.8M0.06%444,374CommonNONE
98980G102ZSZSCALER INC$20.6M0.06%91,454CommonNONE
G3223R108EGEVEREST GROUP LTD$20.5M0.06%60,495CommonNONE
G4474Y214JHGJANUS HENDERSON GROUP PLC$20.5M0.06%430,822CommonNONE
747525103QCOMQUALCOMM INC$20.5M0.06%119,652CommonNONE
29084Q100EMEEMCOR GROUP INC$20.3M0.06%33,231CommonNONE
882681109TXRHTEXAS ROADHOUSE INC$20.1M0.06%120,919CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$20.1M0.06%104,685CommonNONE
65345M108NXDRNEXTDOOR HOLDINGS INC$20.0M0.06%9,517,285CommonNONE
446413106HIIHUNTINGTON INGALLS INDS INC$20.0M0.06%58,706CommonNONE
79589L106IOTSAMSARA INC$19.8M0.06%559,399CommonNONE
617446448MSMORGAN STANLEY$19.8M0.06%111,338CommonNONE
243537107DECKDECKERS OUTDOOR CORP$19.4M0.06%186,790CommonNONE
72346Q104PINNACLE FINL PARTNERS INC$19.3M0.06%202,566CommonNONE
680223104ORIOLD REP INTL CORP$19.3M0.06%423,337CommonNONE
20717M1038QRCONFLUENT INC$18.9M0.06%626,582CommonNONE
77543R102ROKUROKU INC$18.9M0.06%174,525CommonNONE
92276F100VTRVENTAS INC$18.9M0.06%244,585CommonNONE
97717W588EPSWISDOMTREE TR$18.8M0.06%265,154CommonNONE
149123101CATCATERPILLAR INC$18.7M0.06%32,585CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$18.7M0.06%218,897CommonNONE
228368106CCKCROWN HLDGS INC$18.4M0.06%179,111CommonNONE
418056107HASHASBRO INC$18.4M0.06%224,298CommonNONE
562750109MANHMANHATTAN ASSOCIATES INC$18.2M0.05%104,970CommonNONE
910047109UALUNITED AIRLS HLDGS INC$18.2M0.05%162,623CommonNONE
37637K108GTLBGITLAB INC$17.9M0.05%477,833CommonNONE
88579Y101MMM3M CO$17.9M0.05%111,710CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$17.8M0.05%61,534CommonNONE
637417106NNNNNN REIT INC$17.7M0.05%445,982CommonNONE
860630102SFSTIFEL FINL CORP$17.6M0.05%140,632CommonNONE
552848103MTGMGIC INVT CORP WIS$17.4M0.05%595,059CommonNONE
013872106AAALCOA CORP$17.4M0.05%327,179CommonNONE
683712103OPENOPENDOOR TECHNOLOGIES INC$17.1M0.05%2,939,365CommonNONE
12572Q105CMECME GROUP INC$16.9M0.05%61,757CommonNONE
031100100AMEAMETEK INC$16.8M0.05%81,759CommonNONE
922475108VEEVVEEVA SYS INC$16.8M0.05%75,087CommonSOLE
403949100DINOHF SINCLAIR CORP$16.7M0.05%363,118CommonNONE
406216101HALHALLIBURTON CO$16.6M0.05%588,742CommonNONE
278865100ECLECOLAB INC$16.5M0.05%62,793CommonNONE
743606105PBPROSPERITY BANCSHARES INC$16.4M0.05%237,864CommonNONE
04247X102AWIARMSTRONG WORLD INDS INC NEW$16.4M0.05%85,854CommonNONE
580135101MCDMCDONALDS CORP$16.1M0.05%52,550CommonNONE
016255101ALGNALIGN TECHNOLOGY INC$15.7M0.05%100,810CommonNONE
16679L109CHWYCHEWY INC$15.7M0.05%475,838CommonNONE
576323109MTZMASTEC INC$15.5M0.05%71,191CommonNONE
778296103ROSTROSS STORES INC$15.4M0.05%85,653CommonNONE
922908744VTVVANGUARD INDEX FDS$15.4M0.05%80,758CommonNONE
109194100BFAMBRIGHT HORIZONS FAM SOL IN D$15.4M0.05%151,626CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$15.3M0.05%87,204CommonNONE
075887109BDXBECTON DICKINSON & CO$15.2M0.05%78,578CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$15.1M0.05%178,025CommonNONE
78468R804LGLVSPDR SERIES TRUST$15.1M0.05%85,863CommonNONE
375558103GILDGILEAD SCIENCES INC$15.0M0.04%121,947CommonNONE
67059N108NTNXNUTANIX INC$14.9M0.04%287,494CommonNONE
37959E102GLGLOBE LIFE INC$14.8M0.04%106,130CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$14.8M0.04%79,608CommonNONE
303075105FDSFACTSET RESH SYS INC$14.7M0.04%50,802CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$14.7M0.04%25,367CommonNONE
631103108NDAQNASDAQ INC$14.7M0.04%151,152CommonNONE
48020Q107JLLJONES LANG LASALLE INC$14.6M0.04%43,529CommonNONE
03852U106ARMKARAMARK$14.6M0.04%395,439CommonNONE
780287108RGLDROYAL GOLD INC$14.5M0.04%65,032CommonNONE
759351604RGAREINSURANCE GRP OF AMERICA I$14.4M0.04%70,702CommonNONE
30040W108ESEVERSOURCE ENERGY$14.3M0.04%212,719CommonNONE
G54950103LINLINDE PLC$14.3M0.04%33,504CommonNONE
20825C104COPCONOCOPHILLIPS$14.3M0.04%152,313CommonNONE
525327102LDOSLEIDOS HOLDINGS INC$14.2M0.04%78,932CommonNONE
665859104NTRSNORTHERN TR CORP$14.2M0.04%104,051CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$14.1M0.04%98,480CommonNONE
71385M107PRMPERIMETER SOLUTIONS INC$14.1M0.04%510,996CommonNONE
74624M102PPURE STORAGE INC$13.9M0.04%207,081CommonSOLE
36467J108GLPIGAMING & LEISURE PPTYS INC$13.7M0.04%307,326CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$13.6M0.04%108,063CommonNONE
97717W570EZMWISDOMTREE TR$13.6M0.04%203,578CommonNONE
231561101CWCURTISS WRIGHT CORP$13.5M0.04%24,557CommonNONE
G93A5A101VIKVIKING HOLDINGS LTD$13.5M0.04%189,300CommonNONE
40434L105HPQHP INC$13.4M0.04%602,940CommonNONE
443573100HUBSHUBSPOT INC$13.4M0.04%33,341CommonNONE
47233W109JEFJEFFERIES FINL GROUP INC$13.4M0.04%215,762CommonNONE
464287655IWMISHARES TR$13.4M0.04%54,294CommonNONE
87161C501SYU1SYNOVUS FINL CORP$13.4M0.04%266,872CommonNONE
770323103RHIROBERT HALF INC.$13.4M0.04%491,696CommonNONE
219350105GLWCORNING INC$13.3M0.04%152,069CommonNONE
49456B101KMIKINDER MORGAN INC DEL$13.2M0.04%481,099CommonNONE
70438V106PCTYPAYLOCITY HLDG CORP$13.2M0.04%86,325CommonNONE
91913Y100VLOVALERO ENERGY CORP$13.0M0.04%80,038CommonNONE
464287408IVEISHARES TR$12.9M0.04%61,031CommonNONE
55354G100MSCIMSCI INC$12.8M0.04%22,375CommonNONE
464287507IJHISHARES TR$12.8M0.04%194,413CommonNONE
143130102KMXCARMAX INC$12.8M0.04%331,324CommonNONE
34354P105FLSFLOWSERVE CORP$12.7M0.04%182,413CommonNONE
197236102COLBCOLUMBIA BKG SYS INC$12.6M0.04%449,998CommonNONE
681919106OMCOMNICOM GROUP INC$12.6M0.04%155,740CommonNONE
N07059210ASMLASML HOLDING N V$12.5M0.04%11,657CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$12.4M0.04%31,916CommonNONE
438516106HONHONEYWELL INTL INC$12.4M0.04%63,652CommonNONE
78409V104SPGIS&P GLOBAL INC$12.4M0.04%23,751CommonNONE
88025U109TXG10X GENOMICS INC$12.4M0.04%760,096CommonNONE
891092108TTCTORO CO$12.4M0.04%157,473CommonNONE
032654105ADIANALOG DEVICES INC$12.4M0.04%45,614CommonNONE
254687106DISDISNEY WALT CO$12.3M0.04%108,442CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$12.3M0.04%83,880CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$12.2M0.04%84,776CommonNONE
31620R303FNFFIDELITY NATIONAL FINANCIAL$12.1M0.04%222,414CommonNONE
Q4982L109IRENIREN LIMITED$12.1M0.04%320,400CommonNONE
G25508105CRHCRH PLC$12.1M0.04%96,626CommonNONE
03674X106ARANTERO RESOURCES CORP$12.0M0.04%346,985CommonNONE
464287226AGGISHARES TR$11.9M0.04%119,047CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$11.9M0.04%668,725CommonNONE
26614N102DDDUPONT DE NEMOURS INC$11.8M0.04%294,254CommonNONE
74275K108PCORPROCORE TECHNOLOGIES INC$11.8M0.04%162,020CommonNONE
74340W103PLDPROLOGIS INC.$11.8M0.04%92,260CommonNONE
929740108WABWABTEC$11.6M0.03%54,165CommonNONE
92338C103VLTOVERALTO CORP$11.5M0.03%115,662CommonNONE
920253101VMIVALMONT INDS INC$11.5M0.03%28,624CommonNONE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$11.5M0.03%47,367CommonNONE
09290D101BLKBLACKROCK INC$11.3M0.03%10,568CommonNONE
617700109MORNMORNINGSTAR INC$11.2M0.03%51,607CommonNONE
512816109LAMRLAMAR ADVERTISING CO NEW$11.1M0.03%87,509CommonNONE
313745101FRTFEDERAL RLTY INVT TR NEW$11.0M0.03%109,611CommonNONE
695156109PKGPACKAGING CORP AMER$11.0M0.03%53,234CommonNONE
879369106TFXTELEFLEX INCORPORATED$11.0M0.03%89,939CommonNONE
253393102DKSDICKS SPORTING GOODS INC$10.9M0.03%55,105CommonNONE
733174700BPOPPOPULAR INC$10.9M0.03%87,318CommonNONE
46436E718SGOVISHARES TR$10.9M0.03%108,095CommonNONE
172573107CRCLCIRCLE INTERNET GROUP INC$10.8M0.03%136,440CommonNONE
036752103ELVELEVANCE HEALTH INC FORMERLY$10.8M0.03%30,798CommonNONE
46137V613PRFINVESCO EXCHANGE TRADED FD T$10.7M0.03%228,472CommonNONE
681936100OHIOMEGA HEALTHCARE INVS INC$10.7M0.03%241,531CommonNONE
464287150ITOTISHARES TR$10.7M0.03%71,920CommonNONE
87165B103SYFSYNCHRONY FINANCIAL$10.6M0.03%127,399CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$10.6M0.03%323,868CommonNONE
G0176J109ALLEALLEGION PLC$10.5M0.03%66,100CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$10.5M0.03%17,432CommonNONE
96208T104WEXWEX INC$10.3M0.03%69,052CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$10.2M0.03%37,141CommonNONE
803607100SRPTSAREPTA THERAPEUTICS INC$10.2M0.03%475,004CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$10.2M0.03%22,524CommonNONE
031162100AMGNAMGEN INC$10.2M0.03%31,157CommonNONE
H2906T109GRMNGARMIN LTD$10.2M0.03%50,128CommonNONE
16119P108CHTRCHARTER COMMUNICATIONS INC N$10.1M0.03%48,402CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$10.1M0.03%375,238CommonSOLE
918204108VFCV F CORP$10.1M0.03%558,272CommonNONE
31488V107FERGFERGUSON ENTERPRISES INC$10.1M0.03%45,264CommonNONE
125523100CITHE CIGNA GROUP$10.0M0.03%36,270CommonNONE
565394103CARTMAPLEBEAR INC$10.0M0.03%221,890CommonNONE
070830104BBWIBATH & BODY WORKS INC$10.0M0.03%496,624CommonNONE
608190104MHKMOHAWK INDS INC$9.9M0.03%91,028CommonNONE
46434G103IEMGISHARES INC$9.9M0.03%147,005CommonNONE
410867105THGHANOVER INS GROUP INC$9.8M0.03%53,614CommonNONE
457187102INGRINGREDION INC$9.8M0.03%88,626CommonNONE
55405Y100MTSIMACOM TECH SOLUTIONS HLDGS I$9.8M0.03%56,940CommonNONE
94419L101WWAYFAIR INC$9.7M0.03%96,251CommonNONE
G0403H108AONAON PLC$9.7M0.03%27,347CommonNONE
552953101MGMMGM RESORTS INTERNATIONAL$9.6M0.03%264,318CommonNONE
252131107DXCMDEXCOM INC$9.6M0.03%145,248CommonNONE
443201108HWMHOWMET AEROSPACE INC$9.6M0.03%46,971CommonNONE
863667101SYKSTRYKER CORPORATION$9.5M0.03%27,123CommonNONE
026874784AIGAMERICAN INTL GROUP INC$9.5M0.03%111,108CommonNONE
G0750C108AXTAAXALTA COATING SYS LTD$9.5M0.03%293,920CommonNONE
46434V621DGROISHARES TR$9.4M0.03%135,958CommonNONE
45168D104IDXXIDEXX LABS INC$9.4M0.03%13,943CommonNONE
256746108DLTRDOLLAR TREE INC$9.4M0.03%76,526CommonNONE
10576N102BRZEBRAZE INC$9.4M0.03%274,336CommonNONE
05464C101AXONAXON ENTERPRISE INC$9.4M0.03%16,503CommonNONE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$9.4M0.03%122,860CommonNONE
343412102FLRFLUOR CORP NEW$9.3M0.03%235,094CommonNONE
G0450A105ACGLARCH CAP GROUP LTD$9.2M0.03%95,861CommonNONE
82509L107SHOPSHOPIFY INC$9.1M0.03%56,623CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$9.1M0.03%62,519CommonNONE
688239201OSKOSHKOSH CORP$9.0M0.03%71,391CommonNONE
913903100UHSUNIVERSAL HLTH SVCS INC$8.9M0.03%40,870CommonNONE
835495102SONSONOCO PRODS CO$8.9M0.03%203,944CommonNONE
21871X109CRBGCOREBRIDGE FINL INC$8.8M0.03%292,374CommonNONE
464288240ACWXISHARES TR$8.8M0.03%131,295CommonNONE
02209S103MOALTRIA GROUP INC$8.8M0.03%152,689CommonNONE
78468R887SMLVSPDR SERIES TRUST$8.8M0.03%66,842CommonNONE
872590104TMUST-MOBILE US INC$8.8M0.03%43,135CommonNONE
064058100BKBANK NEW YORK MELLON CORP$8.7M0.03%75,073CommonNONE
191216100KOCOCA COLA CO$8.7M0.03%124,101CommonSOLE
74967X103RHRH$8.6M0.03%47,970CommonNONE
025816109AXPAMERICAN EXPRESS CO$8.6M0.03%23,220CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$8.5M0.03%14,974CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$8.5M0.03%92,671CommonNONE
888787108TOSTTOAST INC$8.4M0.03%236,181CommonNONE
919794107VLYVALLEY NATL BANCORP$8.4M0.03%717,480CommonNONE
40171V100GWREGUIDEWIRE SOFTWARE INC$8.4M0.03%41,668CommonNONE
894164102TNLTRAVEL PLUS LEISURE CO$8.4M0.03%118,740CommonNONE
464287499IWRISHARES TR$8.3M0.02%86,605CommonNONE
N20944109CNHCNH INDL N V$8.3M0.02%901,933CommonNONE
907818108UNPUNION PAC CORP$8.3M0.02%35,724CommonNONE
260003108DOVDOVER CORP$8.2M0.02%42,201CommonNONE
88025T102TENBTENABLE HLDGS INC$8.2M0.02%349,907CommonNONE
285512109EAELECTRONIC ARTS INC$8.2M0.02%40,203CommonNONE
69047Q102OVVOVINTIV INC$8.1M0.02%206,788CommonNONE
G3198U102ESNTESSENT GROUP LTD$8.1M0.02%124,484CommonNONE
654106103NKENIKE INC$8.1M0.02%126,624CommonNONE
81141R100SESEA LTD$8.0M0.02%63,008CommonNONE
922908751VBVANGUARD INDEX FDS$8.0M0.02%31,148CommonNONE
705573103PEGAPEGASYSTEMS INC$8.0M0.02%134,221CommonNONE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$8.0M0.02%117,106CommonNONE
717081103PFEPFIZER INC$8.0M0.02%320,696CommonNONE
40412C101HCAHCA HEALTHCARE INC$8.0M0.02%17,087CommonNONE
922907746VTEBVANGUARD MUN BD FDS$7.9M0.02%157,422CommonNONE
64110D104NTAPNETAPP INC$7.9M0.02%73,845CommonNONE
29444U700EQIXEQUINIX INC$7.9M0.02%10,302CommonNONE
042735100ARWARROW ELECTRS INC$7.9M0.02%71,281CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$7.8M0.02%89,817CommonNONE
78467V707ULSTSSGA ACTIVE ETF TR$7.8M0.02%193,126CommonNONE
929160109VMCVULCAN MATLS CO$7.8M0.02%27,223CommonNONE
20602D101CNXCCONCENTRIX CORP$7.7M0.02%186,231CommonNONE
05329W102ANAUTONATION INC$7.7M0.02%37,205CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$7.7M0.02%279,597CommonNONE
921937835BNDVANGUARD BD INDEX FDS$7.6M0.02%103,240CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$7.6M0.02%79,845CommonNONE
01973R101ALSNALLISON TRANSMISSION HLDGS I$7.6M0.02%77,738CommonNONE
464287630IWNISHARES TR$7.6M0.02%41,959CommonNONE
001055102AFLAFLAC INC$7.6M0.02%68,798CommonNONE
45073V108ITTITT INC$7.5M0.02%43,320CommonNONE
78410G104SBACSBA COMMUNICATIONS CORP NEW$7.5M0.02%38,819CommonNONE
171779309CIENCIENA CORP$7.5M0.02%32,061CommonSOLE
01741R102ATIATI INC$7.5M0.02%65,217CommonNONE
044186104ASHASHLAND INC$7.5M0.02%127,546CommonNONE
66987V109NVSNOVARTIS AG$7.5M0.02%54,268CommonNONE
380237107GDDYGODADDY INC$7.4M0.02%59,480CommonNONE
29415F104NVSTENVISTA HOLDINGS CORPORATION$7.3M0.02%336,649CommonNONE
32054K103FRFIRST INDL RLTY TR INC$7.3M0.02%127,549CommonNONE
88162G103TTEKTETRA TECH INC NEW$7.3M0.02%216,930CommonNONE
679295105OKTAOKTA INC$7.3M0.02%84,009CommonNONE
92204A405VFHVANGUARD WORLD FD$7.1M0.02%53,560CommonNONE
020002101ALLALLSTATE CORP$7.1M0.02%34,234CommonNONE
574599106MASMASCO CORP$7.1M0.02%111,809CommonNONE
31946M103FCNCAFIRST CTZNS BANCSHARES INC D$7.1M0.02%3,285CommonSOLE
78464A763SDYSPDR SERIES TRUST$7.0M0.02%50,544CommonNONE
18915M107NETCLOUDFLARE INC$7.0M0.02%35,561CommonNONE
92206C714VONVVANGUARD SCOTTSDALE FDS$7.0M0.02%75,536CommonSOLE
07831C103BRBRBELLRING BRANDS INC$7.0M0.02%260,563CommonNONE
22052L104CTVACORTEVA INC$6.9M0.02%103,153CommonNONE
92206C599VTHRVANGUARD SCOTTSDALE FDS$6.9M0.02%22,910CommonNONE
922908611VBRVANGUARD INDEX FDS$6.9M0.02%32,435CommonNONE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$6.9M0.02%285,901CommonNONE
92204H400MUNYVANGUARD NY TAX FREE FDS$6.8M0.02%66,283CommonNONE
G3265R107APTVAPTIV PLC$6.8M0.02%89,272CommonNONE
65339F101NEENEXTERA ENERGY INC$6.8M0.02%84,519CommonNONE
256163106DOCUDOCUSIGN INC$6.8M0.02%98,893CommonNONE
693718108PCARPACCAR INC$6.7M0.02%61,631CommonNONE
092113109BKHBLACK HILLS CORP$6.7M0.02%96,741CommonNONE
172755100CRUSCIRRUS LOGIC INC$6.7M0.02%56,543CommonNONE
15677J108DAYDAYFORCE INC$6.7M0.02%96,833CommonNONE
G29183103ETNEATON CORP PLC$6.6M0.02%20,803CommonNONE
78464A805SPTMSPDR SERIES TRUST$6.6M0.02%80,225CommonNONE
46187W107INVHINVITATION HOMES INC$6.6M0.02%238,018CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$6.6M0.02%46,750CommonNONE
921946810VIGIVANGUARD WHITEHALL FDS$6.6M0.02%71,989CommonNONE
69343T107PJTPJT PARTNERS INC$6.5M0.02%39,049CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$6.5M0.02%35,180CommonNONE
464287721IYWISHARES TR$6.5M0.02%32,570CommonNONE
871607107SNPSSYNOPSYS INC$6.5M0.02%13,825CommonNONE
046353108AZNNASTRAZENECA PLC$6.5M0.02%70,389CommonNONE
980745103WWDWOODWARD INC$6.5M0.02%21,388CommonNONE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$6.4M0.02%95,335CommonNONE
50155Q100KDKYNDRYL HLDGS INC$6.4M0.02%239,754CommonNONE
955306105WSTWEST PHARMACEUTICAL SVSC INC$6.4M0.02%23,107CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$6.3M0.02%21,209CommonSOLE
74743L100QQNITY ELECTRONICS INC$6.3M0.02%76,690CommonNONE
816300107SIGISELECTIVE INS GROUP INC$6.2M0.02%74,532CommonNONE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$6.2M0.02%30,571CommonNONE
81764X103TTANSERVICETITAN INC$6.2M0.02%58,268CommonNONE
78464A334BWZSPDR SERIES TRUST$6.2M0.02%224,699CommonNONE
224408104CRCRANE COMPANY$6.2M0.02%33,390CommonNONE
117043109BCBRUNSWICK CORP$6.1M0.02%81,512CommonNONE
421298100HAYWHAYWARD HLDGS INC$6.0M0.02%389,913CommonNONE
780259305SHELSHELL PLC$6.0M0.02%81,709CommonSOLE
589400100MCYMERCURY GENL CORP NEW$6.0M0.02%63,435CommonNONE
74316P579AKREPROFESIONALLY MANAGED PORTFO$5.9M0.02%90,281CommonNONE
690742101OCOWENS CORNING NEW$5.9M0.02%52,817CommonNONE
146869102CVNACARVANA CO$5.9M0.02%13,955CommonNONE
98139A105WKWORKIVA INC$5.9M0.02%68,225CommonNONE
92345Y106VRSKVERISK ANALYTICS INC$5.9M0.02%26,284CommonNONE
091948109BSOLBITWISE SOLANA STAKING ETF$5.8M0.02%353,676CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$5.8M0.02%129,316CommonNONE
464287648IWOISHARES TR$5.8M0.02%17,848CommonNONE
447462102HURNHURON CONSULTING GROUP INC$5.8M0.02%33,305CommonNONE
64828T201RITMRITHM CAPITAL CORP$5.8M0.02%527,824CommonNONE
27579R104EWBCEAST WEST BANCORP INC$5.7M0.02%50,965CommonNONE
58463J304MPTMEDICAL PPTYS TRUST INC$5.7M0.02%1,136,795CommonNONE
548661107LOWLOWES COS INC$5.7M0.02%23,485CommonSOLE
75524B104RBCRBC BEARINGS INC$5.7M0.02%12,630CommonNONE
69121K104OBDCBLUE OWL CAPITAL CORPORATION$5.7M0.02%454,660CommonNONE
127097103CTRACOTERRA ENERGY INC$5.6M0.02%211,747CommonNONE
05964H105SANBANCO SANTANDER SA$5.6M0.02%474,110CommonNONE
929089100VOYAVOYA FINANCIAL INC$5.5M0.02%74,177CommonNONE
031652100AMKRAMKOR TECHNOLOGY INC$5.5M0.02%139,558CommonNONE
464287515IGVISHARES TR$5.5M0.02%51,851CommonNONE
09581B103OWLBLUE OWL CAPITAL INC$5.5M0.02%365,015CommonNONE
20030N101CMCSACOMCAST CORP NEW$5.4M0.02%181,094CommonNONE
38526M106LOPEGRAND CANYON ED INC$5.4M0.02%32,457CommonNONE
Y7542C130STNGSCORPIO TANKERS INC$5.4M0.02%106,087CommonNONE
670346105NUENUCOR CORP$5.4M0.02%32,903CommonNONE

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.