MondegarAI
CATALYST FINANCIAL PARTNERS LLC

Q4 2025 · 13F-HR

CATALYST FINANCIAL PARTNERS LLCholdings as filed

Filed 2026-02-04 · accession 0001927537-26-000001

$896.7M
Reported value
324
Positions
2025-12-31
Period end
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The Brief · CATALYST FINANCIAL PARTNERS LLC · Q4 2025

AI · grounded in 13F

CATALYST FINANCIAL PARTNERS LLC closed its position in PFMTUSD for a reduction of $16.8M. The fund established a new position in ACWI valued at $5.5M. Other activity included increasing share counts in IEFA by 13.8% and GOOGL by 11.3%, while trimming PG by 27.4%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
857477103STTSTATE STR CORP$134.6M15.0%1,042,978CommonNONE
464287200IVVISHARES TR$130.7M14.6%190,748CommonNONE
46432F842IEFAISHARES TR$65.9M7.35%737,029CommonNONE
037833100AAPLAPPLE INC$30.6M3.42%112,670CommonNONE
464287507IJHISHARES TR$28.6M3.19%433,842CommonNONE
464287804IJRISHARES TR$28.1M3.13%233,866CommonNONE
67066G104NVDANVIDIA CORPORATION$26.6M2.97%142,841CommonNONE
464287226AGGISHARES TR$25.1M2.80%251,458CommonNONE
594918104MSFTMICROSOFT CORP$23.1M2.57%47,740CommonNONE
41653L305HTRBHARTFORD FDS EXCHANGE TRADED$22.4M2.50%656,236CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$18.5M2.06%27,077CommonNONE
46434G103IEMGISHARES INC$16.4M1.83%244,429CommonNONE
023135106AMZNAMAZON COM INC$13.5M1.51%58,675CommonNONE
02079K305GOOGLALPHABET INC$11.3M1.26%35,996CommonNONE
02079K107GOOGALPHABET INC$11.0M1.23%35,157CommonNONE
46435G268SMMDISHARES TR$9.6M1.07%128,255CommonNONE
11135F101AVGOBROADCOM INC$9.0M1.01%26,044CommonNONE
464288414MUBISHARES TR$8.6M0.96%80,678CommonNONE
30303M102METAMETA PLATFORMS INC$7.3M0.81%11,008CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$7.1M0.80%22,183CommonNONE
88160R101TSLATESLA INC$5.9M0.66%13,079CommonNONE
902673102UFPTUFP TECHNOLOGIES INC$5.9M0.66%26,460CommonNONE
532457108LLYELI LILLY & CO$5.8M0.65%5,401CommonNONE
464288257ACWIISHARES TR$5.5M0.62%38,987CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$5.5M0.61%10,898CommonNONE
464287465EFAISHARES TR$5.2M0.58%54,099CommonNONE
478160104JNJJOHNSON & JOHNSON$5.0M0.56%24,069CommonNONE
30231G102XOMEXXON MOBIL CORP$4.0M0.45%33,616CommonNONE
14020X104CGGOCAPITAL GROUP GBL GROWTH EQT$3.7M0.41%105,927CommonNONE
922908769VTIVANGUARD INDEX FDS$3.7M0.41%10,915CommonNONE
92826C839VVISA INC$3.6M0.40%10,147CommonNONE
78467V103RLYSSGA ACTIVE ETF TR$3.5M0.39%111,925CommonNONE
931142103WMTWALMART INC$3.4M0.38%30,919CommonNONE
922907746VTEBVANGUARD MUN BD FDS$3.3M0.37%66,157CommonNONE
00287Y109ABBVABBVIE INC$3.3M0.36%14,233CommonNONE
494368103KMBKIMBERLY-CLARK CORP$2.8M0.32%28,066CommonNONE
149123101CATCATERPILLAR INC$2.8M0.31%4,894CommonNONE
742718109PGPROCTER AND GAMBLE CO$2.7M0.30%18,865CommonNONE
464287499IWRISHARES TR$2.6M0.30%27,503CommonNONE
718172109PMPHILIP MORRIS INTL INC$2.4M0.27%14,909CommonNONE
57636Q104MAMASTERCARD INCORPORATED$2.4M0.27%4,189CommonNONE
060505104BACBANK AMERICA CORP$2.3M0.25%41,132CommonNONE
64110L106NFLXNETFLIX INC$2.3M0.25%24,020CommonNONE
75513E101RTXRTX CORPORATION$2.2M0.25%12,145CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$2.2M0.24%2,524CommonNONE
17275R102CSCOCISCO SYS INC$2.1M0.24%27,859CommonNONE
369604301GEGE AEROSPACE$2.1M0.23%6,833CommonNONE
464288240ACWXISHARES TR$2.1M0.23%31,000CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$2.0M0.22%5,927CommonNONE
166764100CVXCHEVRON CORP NEW$1.9M0.21%12,330CommonNONE
58933Y105MRKMERCK & CO INC$1.9M0.21%17,591CommonNONE
00971T101AKAMAKAMAI TECHNOLOGIES INC$1.8M0.20%20,584CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.8M0.20%5,995CommonNONE
747525103QCOMQUALCOMM INC$1.8M0.20%10,372CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$1.8M0.20%4,978CommonNONE
595112103MUMICRON TECHNOLOGY INC$1.8M0.20%6,149CommonNONE
191216100KOCOCA COLA CO$1.7M0.19%24,220CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.7M0.19%9,336CommonNONE
464288158SUBISHARES TR$1.7M0.18%15,464CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$1.6M0.18%30,320CommonNONE
437076102HDHOME DEPOT INC$1.6M0.18%4,732CommonNONE
038222105AMATAPPLIED MATLS INC$1.6M0.18%6,289CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$1.6M0.18%7,474CommonNONE
79466L302CRMSALESFORCE INC$1.6M0.18%5,991CommonNONE
464287655IWMISHARES TR$1.5M0.17%6,274CommonNONE
56585A102MPCMARATHON PETE CORP$1.5M0.17%9,097CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$1.5M0.16%6,698CommonNONE
68389X105ORCLORACLE CORP$1.4M0.16%7,422CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$1.4M0.16%23,104CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$1.4M0.16%1,617CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$1.4M0.15%2,403CommonNONE
78468R622JNKSPDR SERIES TRUST$1.4M0.15%13,985CommonNONE
872540109TJXTJX COS INC NEW$1.4M0.15%8,799CommonNONE
G29183103ETNEATON CORP PLC$1.3M0.15%4,238CommonNONE
548661107LOWLOWES COS INC$1.3M0.15%5,579CommonNONE
808513105SCHWSCHWAB CHARLES CORP$1.3M0.15%13,388CommonNONE
617446448MSMORGAN STANLEY$1.3M0.15%7,438CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.3M0.14%2,211CommonNONE
126408103CSXCSX CORP$1.3M0.14%35,262CommonNONE
580135101MCDMCDONALDS CORP$1.2M0.14%4,007CommonNONE
949746101WMT2WELLS FARGO CO NEW$1.2M0.14%12,993CommonNONE
458140100INTCINTEL CORP$1.2M0.13%32,642CommonNONE
36828A101GEVGE VERNOVA INC$1.2M0.13%1,820CommonNONE
882508104TXNTEXAS INSTRS INC$1.2M0.13%6,802CommonNONE
443201108HWMHOWMET AEROSPACE INC$1.1M0.13%5,561CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$1.1M0.12%7,916CommonNONE
002824100ABTABBOTT LABS$1.1M0.12%8,783CommonNONE
464289438IWYISHARES TR$1.1M0.12%3,932CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$1.1M0.12%201CommonNONE
743315103PGRPROGRESSIVE CORP$1.1M0.12%4,661CommonNONE
025816109AXPAMERICAN EXPRESS CO$1.1M0.12%2,860CommonNONE
09290D101BLKBLACKROCK INC$1.0M0.12%976CommonNONE
713448108PEPPEPSICO INC$1.0M0.12%7,234CommonNONE
81762P102NOWSERVICENOW INC$1.0M0.11%6,713CommonNONE
464287309IVWISHARES TR$1.0M0.11%8,257CommonNONE
65339F101NEENEXTERA ENERGY INC$1.0M0.11%12,652CommonNONE
482480100KLACKLA CORP$989,0750.11%814CommonNONE
219350105GLWCORNING INC$980,8220.11%11,202CommonNONE
20825C104COPCONOCOPHILLIPS$972,8890.11%10,393CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$968,7870.11%1,699CommonNONE
512807306LRCXLAM RESEARCH CORP$958,6170.11%5,600CommonNONE
031162100AMGNAMGEN INC$956,0730.11%2,921CommonNONE
655844108NSCNORFOLK SOUTHN CORP$947,0020.11%3,280CommonNONE
922908751VBVANGUARD INDEX FDS$943,3230.11%3,657CommonNONE
H1467J104CBCHUBB LIMITED$916,0720.10%2,935CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$912,0290.10%22,392CommonNONE
G54950103LINLINDE PLC$910,7690.10%2,136CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$909,1710.10%2,336CommonNONE
58155Q103MCKMCKESSON CORP$907,2410.10%1,106CommonNONE
032095101APHAMPHENOL CORP NEW$906,7890.10%6,710CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$903,7270.10%9,478CommonNONE
47233W109JEFJEFFERIES FINL GROUP INC$890,3230.10%14,367CommonNONE
235851102DHRDANAHER CORPORATION$887,9810.10%3,879CommonNONE
14040H105COFCAPITAL ONE FINL CORP$885,5830.10%3,654CommonNONE
461202103INTUINTUIT$853,1970.10%1,288CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$839,9960.09%31,215CommonNONE
00206R102TAT&T INC$836,6610.09%33,682CommonNONE
78409V104SPGIS&P GLOBAL INC$831,9630.09%1,592CommonNONE
464287408IVEISHARES TR$826,6490.09%3,898CommonNONE
464287119ILCGISHARES TR$816,7140.09%7,850CommonNONE
46090E103QQQINVESCO QQQ TR$812,7320.09%1,323CommonNONE
922908744VTVVANGUARD INDEX FDS$807,5060.09%4,228CommonNONE
254687106DISDISNEY WALT CO$781,7140.09%6,871CommonNONE
929740108WABWABTEC$770,3410.09%3,609CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$766,8010.09%2,858CommonNONE
921937835BNDVANGUARD BD INDEX FDS$765,8840.09%10,340CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$758,6770.08%9,285CommonNONE
231021106CMICUMMINS INC$754,4450.08%1,478CommonNONE
244199105DEDEERE & CO$727,2200.08%1,562CommonNONE
02209S103MOALTRIA GROUP INC$725,8820.08%12,589CommonNONE
438516106HONHONEYWELL INTL INC$722,0280.08%3,701CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$721,2890.08%7,908CommonNONE
907818108UNPUNION PAC CORP$718,9430.08%3,108CommonNONE
172967424CCITIGROUP INC$703,9910.08%6,033CommonNONE
378973507GSATGLOBALSTAR INC$701,6550.08%11,495CommonNONE
032654105ADIANALOG DEVICES INC$700,5100.08%2,583CommonNONE
00724F101ADBEADOBE INC$696,4800.08%1,990CommonNONE
30161N101EXCEXELON CORP$676,8660.08%15,528CommonNONE
863667101SYKSTRYKER CORPORATION$664,6300.07%1,891CommonNONE
03076C106AMPAMERIPRISE FINL INC$655,0940.07%1,336CommonNONE
25746U109DDOMINION ENERGY INC$651,8140.07%11,125CommonNONE
369550108GDGENERAL DYNAMICS CORP$650,4270.07%1,932CommonNONE
872590104TMUST-MOBILE US INC$650,1340.07%3,202CommonNONE
172908105CTASCINTAS CORP$639,2500.07%3,399CommonNONE
969457100WMBWILLIAMS COS INC$629,9530.07%10,480CommonNONE
46137V613PRFINVESCO EXCHANGE TRADED FD T$629,1030.07%13,408CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$627,1910.07%5,351CommonNONE
46434G764EMXCISHARES INC$620,8330.07%8,542CommonNONE
464287168DVYISHARES TR$619,4630.07%4,389CommonNONE
91913Y100VLOVALERO ENERGY CORP$614,5320.07%3,775CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$608,4500.07%1,298CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$603,8760.07%1,332CommonNONE
375558103GILDGILEAD SCIENCES INC$593,9390.07%4,839CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$588,7990.07%2,289CommonNONE
464287234EEMISHARES TR$577,5730.06%10,557CommonNONE
G87052109TELTE CONNECTIVITY PLC$571,2780.06%2,511CommonNONE
040413205ANETARISTA NETWORKS INC$564,4770.06%4,308CommonNONE
026874784AIGAMERICAN INTL GROUP INC$553,5940.06%6,471CommonNONE
G5960L103MDTMEDTRONIC PLC$541,9710.06%5,642CommonNONE
74762E102QUREQUANTA SVCS INC$538,9710.06%1,277CommonNONE
46434V621DGROISHARES TR$534,3260.06%7,697CommonNONE
126650100CVSCVS HEALTH CORP$528,2200.06%6,656CommonNONE
20030N101CMCSACOMCAST CORP NEW$521,6400.06%17,452CommonNONE
12572Q105CMECME GROUP INC$517,4870.06%1,895CommonNONE
315912808ONEQFIDELITY COMWLTH TR$516,1360.06%5,647CommonNONE
61774R841EVTRMORGAN STANLEY ETF TRUST$515,0000.06%10,000CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$514,8710.06%3,179CommonNONE
03831W108APPAPPLOVIN CORP$514,7980.06%764CommonNONE
464287572IOOISHARES TR$512,0000.06%4,042CommonNONE
539830109LMTLOCKHEED MARTIN CORP$511,2390.06%1,057CommonNONE
464287630IWNISHARES TR$508,4750.06%2,806CommonNONE
37045V100GMGENERAL MTRS CO$501,9070.06%6,172CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$501,2100.06%9,292CommonNONE
311900104FASTFASTENAL CO$500,8630.06%12,481CommonNONE
717081103PFEPFIZER INC$499,3200.06%20,053CommonNONE
09260D107BXBLACKSTONE INC$497,2560.06%3,226CommonNONE
651639106NEMNEWMONT CORP$493,3590.06%4,941CommonNONE
097023105BABOEING CO$492,6450.05%2,269CommonNONE
855244109SBUXSTARBUCKS CORP$490,8600.05%5,829CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$487,8020.05%2,337CommonNONE
922908629VOVANGUARD INDEX FDS$484,9580.05%1,671CommonNONE
94106L109WMWASTE MGMT INC DEL$484,2410.05%2,204CommonNONE
452308109ITWILLINOIS TOOL WKS INC$483,9800.05%1,965CommonNONE
697435105PANWPALO ALTO NETWORKS INC$482,2360.05%2,618CommonNONE
74340W103PLDPROLOGIS INC.$480,3850.05%3,763CommonNONE
609207105MDLZMONDELEZ INTL INC$476,1800.05%8,846CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$472,9410.05%1,611CommonNONE
922908363VOOVANGUARD INDEX FDS$472,2290.05%753CommonNONE
701094104PHPARKER-HANNIFIN CORP$466,7280.05%531CommonNONE
34959E109FTNTFORTINET INC$466,1370.05%5,870CommonNONE
416515104HIGHARTFORD INSURANCE GROUP INC$459,9300.05%3,338CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$453,5150.05%10,212CommonNONE
46137V233XLGINVESCO EXCHANGE TRADED FD T$451,3580.05%7,614CommonNONE
40412C101HCAHCA HEALTHCARE INC$450,0530.05%964CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$445,9290.05%17,001CommonNONE
064058100BKBANK NEW YORK MELLON CORP$443,8120.05%3,823CommonNONE
009158106APDAIR PRODS & CHEMS INC$441,1780.05%1,786CommonNONE
92840M102VSTVISTRA CORP$441,0760.05%2,734CommonNONE
031100100AMEAMETEK INC$435,6680.05%2,122CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$434,1740.05%1,389CommonNONE
G0403H108AONAON PLC$431,2190.05%1,222CommonNONE
46428Q109SLVISHARES SILVER TR$427,7490.05%6,640CommonNONE
45687V106IRINGERSOLL RAND INC$425,9660.05%5,377CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$421,6930.05%699CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$421,4000.05%3,519CommonNONE
92204A702VGTVANGUARD WORLD FD$421,3630.05%559CommonNONE
31428X106FDXFEDEX CORP$420,5800.05%1,456CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$417,3150.05%5,443CommonNONE
95040Q104WELLWELLTOWER INC$416,3230.05%2,243CommonNONE
11271J107BNBROOKFIELD CORP$408,6050.05%8,904CommonNONE
464287614IWFISHARES TR$389,0530.04%822CommonNONE
29444U700EQIXEQUINIX INC$386,1450.04%504CommonNONE
291011104EMREMERSON ELEC CO$379,5130.04%2,860CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$377,4210.04%7,431CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$376,2080.04%1,297CommonNONE
921932828VIOOVANGUARD ADMIRAL FDS INC$374,0460.04%3,371CommonNONE
78464A854SPYMSPDR SERIES TRUST$372,3810.04%4,642CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$371,7020.04%1,294CommonNONE
718546104PSXPHILLIPS 66$368,6670.04%2,857CommonNONE
09789C721TAXXBONDBLOXX ETF TRUST$363,9670.04%7,176CommonNONE
26884L109EQTEQT CORP$362,2290.04%6,758CommonNONE
88579Y101MMM3M CO$361,8260.04%2,260CommonNONE
59156R108METMETLIFE INC$361,4660.04%4,579CommonNONE
571903202MARMARRIOTT INTL INC NEW$359,5680.04%1,159CommonNONE
172062101CINFCINCINNATI FINL CORP$357,8340.04%2,191CommonNONE
902973304USBUS BANCORP DEL$356,8180.04%6,687CommonNONE
443510607HUBBHUBBELL INC$353,0670.04%795CommonNONE
285512109EAELECTRONIC ARTS INC$349,6090.04%1,711CommonNONE
316092840FDVVFIDELITY COVINGTON TRUST$340,5370.04%6,007CommonNONE
075887109BDXBECTON DICKINSON & CO$337,2940.04%1,738CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$336,0410.04%1,914CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$332,4680.04%11,536CommonNONE
776696106ROPROPER TECHNOLOGIES INC$331,6220.04%745CommonNONE
842587107SOSOUTHERN CO$329,6160.04%3,780CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$328,5680.04%1,178CommonNONE
871607107SNPSSYNOPSYS INC$324,1070.04%690CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$317,2390.04%411CommonNONE
87165B103SYFSYNCHRONY FINANCIAL$315,1150.04%3,777CommonNONE
09290C103DYNFBLACKROCK ETF TRUST$312,0160.03%5,131CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$311,1170.03%1,677CommonNONE
704326107PAYXPAYCHEX INC$310,4450.03%2,767CommonNONE
278865100ECLECOLAB INC$308,1980.03%1,174CommonNONE
052769106ADSKAUTODESK INC$307,8500.03%1,040CommonNONE
45168D104IDXXIDEXX LABS INC$307,8210.03%455CommonNONE
25253X207DMACDIAMEDICA THERAPEUTICS INC$306,1180.03%38,457CommonNONE
871829107SYYSYSCO CORP$305,3710.03%4,144CommonNONE
46432F339QUALISHARES TR$304,4840.03%1,533CommonNONE
806857108SLBSLB LIMITED$301,6280.03%7,859CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$300,8510.03%990CommonNONE
247361702DALDELTA AIR LINES INC DEL$298,6980.03%4,304CommonNONE
12503M108CBOECBOE GLOBAL MKTS INC$298,1880.03%1,188CommonNONE
615369105MCOMOODYS CORP$297,8260.03%583CommonNONE
464288448IDVISHARES TR$297,1370.03%7,532CommonNONE
929160109VMCVULCAN MATLS CO$296,9140.03%1,041CommonNONE
001055102AFLAFLAC INC$296,8470.03%2,692CommonNONE
036752103ELVELEVANCE HEALTH INC FORMERLY$295,8640.03%844CommonNONE
125523100CITHE CIGNA GROUP$294,4960.03%1,070CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$293,9550.03%1,588CommonNONE
824348106SHWSHERWIN WILLIAMS CO$293,5710.03%906CommonNONE
958102105WDCWESTERN DIGITAL CORP$293,3760.03%1,703CommonNONE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$292,6580.03%3,526CommonNONE
464287598IWDISHARES TR$290,4800.03%1,381CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$279,4180.03%2,817CommonNONE
30040W108ESEVERSOURCE ENERGY$276,3220.03%4,104CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$269,8820.03%980CommonNONE
426281101JKHYHENRY JACK & ASSOC INC$268,2460.03%1,470CommonNONE
04621X108AIZASSURANT INC$268,0660.03%1,113CommonNONE
194162103CLCOLGATE PALMOLIVE CO$267,2460.03%3,382CommonNONE
816851109SRESEMPRA$266,8120.03%3,022CommonNONE
773903109ROKROCKWELL AUTOMATION INC$255,2300.03%656CommonNONE
78468R788SPYDSPDR SERIES TRUST$251,7580.03%5,821CommonNONE
22052L104CTVACORTEVA INC$250,6250.03%3,739CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$250,2310.03%6,763CommonNONE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$249,8800.03%10,403CommonNONE
87283Q701TBUXT ROWE PRICE ETF INC$249,3660.03%5,002CommonNONE
381430453GHYBGOLDMAN SACHS ETF TR$246,4500.03%5,438CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$245,8610.03%6,712CommonNONE
808524771FNDXSCHWAB STRATEGIC TR$244,7270.03%8,994CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$243,4190.03%2,111CommonNONE
48251W104KKRKKR & CO INC$233,6710.03%1,833CommonNONE
49456B101KMIKINDER MORGAN INC DEL$229,4320.03%8,346CommonNONE
199908104FIXCOMFORT SYS USA INC$228,6560.03%245CommonNONE
444859102HUMHUMANA INC$228,2120.03%891CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$227,3310.03%1,742CommonNONE
64110D104NTAPNETAPP INC$226,8170.03%2,118CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$226,4240.03%2,656CommonNONE
89832Q109TFCTRUIST FINL CORP$226,3660.03%4,600CommonNONE
893641100TDGTRANSDIGM GROUP INC$226,0750.03%170CommonNONE
778296103ROSTROSS STORES INC$225,1750.03%1,250CommonNONE
29250N105ENBENBRIDGE INC$224,8490.03%4,701CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$222,9120.02%358CommonNONE
336917109FDLFIRST TR EXCHANGE-TRADED FD$221,7000.02%5,000CommonNONE
020002101ALLALLSTATE CORP$221,2630.02%1,063CommonNONE
384802104GWWWW GRAINGER INC$220,9820.02%219CommonNONE
892356106TSCOTRACTOR SUPPLY CO$220,3940.02%4,407CommonNONE
526057104LENLENNAR CORP$219,7860.02%2,138CommonNONE
654106103NKENIKE INC$219,0350.02%3,438CommonNONE
929089100VOYAVOYA FINANCIAL INC$217,5850.02%2,921CommonNONE
053332102AZOAUTOZONE INC$217,0560.02%64CommonNONE
988498101YUMYUM BRANDS INC$216,9360.02%1,434CommonNONE
03073E105CORCENCORA INC$216,4980.02%641CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$215,8090.02%563CommonNONE
22822V101CCICROWN CASTLE INC$214,7100.02%2,416CommonNONE
98978V103ZTSZOETIS INC$213,5170.02%1,697CommonNONE
609839105MPWRMONOLITHIC PWR SYS INC$212,9950.02%235CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$212,9840.02%823CommonNONE
G8473T100STESTERIS PLC$211,9430.02%836CommonNONE
629377508NRGNRG ENERGY INC$210,5150.02%1,322CommonNONE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$208,9900.02%636CommonNONE
464288877EFVISHARES TR$208,0170.02%2,913CommonNONE
882681109TXRHTEXAS ROADHOUSE INC$207,3340.02%1,249CommonNONE
143658300CCL1EURCARNIVAL CORP$207,2140.02%6,785CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$206,6070.02%3,539CommonNONE
693718108PCARPACCAR INC$205,8790.02%1,880CommonNONE
05613H308BEDYBNY MELLON ETF TRUST II$204,7910.02%7,699CommonNONE
761152107RMDRESMED INC$204,2580.02%848CommonNONE
55261F104MTBM & T BK CORP$202,6890.02%1,006CommonNONE
681919106OMCOMNICOM GROUP INC$202,4400.02%2,507CommonNONE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$202,2090.02%415CommonNONE
25809K105DASHDOORDASH INC$201,7940.02%891CommonNONE
29670G102WTRGESSENTIAL UTILS INC$200,3160.02%5,222CommonNONE
345370860FFORD MTR CO$190,2010.02%14,497CommonNONE
00509G209ABOSACUMEN PHARMACEUTICALS INC$189,2650.02%89,699CommonNONE
74348T102PSECPROSPECT CAP CORP$25,9000.00%10,000CommonNONE

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.