MondegarAI
DecisionPoint Financial, LLC

Q1 2026 · 13F-HR

DecisionPoint Financial, LLCholdings as filed

Filed 2026-05-06 · accession 0001938514-26-000002

$463.9M
Reported value
679
Positions
2026-03-31
Period end
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The Brief · DecisionPoint Financial, LLC · Q1 2026

AI · grounded in 13F

DecisionPoint Financial, LLC trimmed its position in SGOV by 61.73%. The fund increased its holdings in SCHI by 46.14% and DCOR by 43.75%. Overall, the fund added 68 positions and reduced 137, ending the period with $463.9M in total assets under management.

Holdings as filed

First 500 of 679

CUSIPTickerIssuerValue% port.SharesClassVoting
25434V708DFACDIMENSIONAL ETF TRUST$147.3M31.8%3,791,506CommonNONE
25434V799DFICDIMENSIONAL ETF TRUST$50.4M10.9%1,419,420CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$45.3M9.76%546,875CommonNONE
25434V500DFASDIMENSIONAL ETF TRUST$30.1M6.49%423,555CommonNONE
25434V872DFCFDIMENSIONAL ETF TRUST$26.7M5.76%632,396CommonNONE
25434V203DFAIDIMENSIONAL ETF TRUST$26.6M5.73%682,588CommonNONE
922908553VNQVANGUARD INDEX FDS$23.9M5.16%269,715CommonNONE
436893200HOMBHOME BANCSHARES INC$15.7M3.38%581,621CommonNONE
25434V732DFEMDIMENSIONAL ETF TRUST$15.1M3.25%436,633CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$12.4M2.68%156,968CommonNONE
25434V625DCORDIMENSIONAL ETF TRUST$11.9M2.57%165,510CommonNONE
25434V302DFAEDIMENSIONAL ETF TRUST$8.4M1.81%247,931CommonNONE
46434V100SLQDISHARES TR$4.9M1.05%96,206CommonNONE
25434V823DFARDIMENSIONAL ETF TRUST$4.6M0.99%194,122CommonNONE
922908769VTIVANGUARD INDEX FDS$4.0M0.86%12,433CommonNONE
808524698SCHISCHWAB STRATEGIC TR$3.7M0.80%163,196CommonNONE
037833100AAPLAPPLE INC$2.9M0.63%11,433CommonNONE
922908751VBVANGUARD INDEX FDS$2.7M0.58%10,238CommonNONE
594918104MSFTMICROSOFT CORP$2.4M0.52%6,543CommonNONE
571903202MARMARRIOTT INTL INC NEW$1.5M0.33%4,650CommonNONE
922908363VOOVANGUARD INDEX FDS$1.5M0.33%2,531CommonNONE
921909768VXUSVANGUARD STAR FDS$1.5M0.32%19,053CommonNONE
921937835BNDVANGUARD BD INDEX FDS$1.4M0.30%19,036CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$838,9300.18%33,423CommonNONE
023135106AMZNAMAZON COM INC$805,7970.17%3,869CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$791,6900.17%12,355CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$776,3870.17%14,364CommonNONE
760759100RSGREPUBLIC SVCS INC$735,2510.16%3,357CommonNONE
25434V880DFAXDIMENSIONAL ETF TRUST$689,1330.15%20,286CommonNONE
25434V104DFAUDIMENSIONAL ETF TRUST$629,0990.14%13,943CommonNONE
46436E718SGOVISHARES TR$623,6900.13%6,196CommonNONE
464287200IVVISHARES TR$612,7200.13%938CommonNONE
25434V617DFAWDIMENSIONAL ETF TRUST$611,8020.13%8,292CommonNONE
67066G104NVDANVIDIA CORPORATION$494,5540.11%2,836CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$492,4110.11%19,205CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$472,5830.10%9,835CommonNONE
25434V849DFNMDIMENSIONAL ETF TRUST$447,8580.10%9,344CommonNONE
02079K305GOOGLALPHABET INC$396,1530.09%1,378CommonNONE
29358P101ENSGENSIGN GROUP INC$330,0570.07%1,638CommonNONE
30303M102METAMETA PLATFORMS INC$326,3280.07%570CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$283,2440.06%2,048CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$254,6490.05%4,350CommonNONE
025816109AXPAMERICAN EXPRESS CO$251,8210.05%833CommonNONE
46625H100JPMJPMORGAN CHASE & CO$237,7850.05%808CommonNONE
20825C104COPCONOCOPHILLIPS$219,3840.05%1,662CommonNONE
7591EP100RFREGIONS FINANCIAL CORP NEW$201,7770.04%7,725CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$199,8270.04%417CommonNONE
922908629VOVANGUARD INDEX FDS$186,6670.04%650CommonNONE
863667101SYKSTRYKER CORPORATION$176,7820.04%538CommonNONE
02079K107GOOGALPHABET INC$173,0920.04%603CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$166,7430.04%4,340CommonNONE
25434V534DEXCDIMENSIONAL ETF TRUST$165,9120.04%2,558CommonNONE
464287614IWFISHARES TR$156,4890.03%367CommonNONE
92204A702VGTVANGUARD WORLD FD$147,9170.03%212CommonNONE
808524607SCHASCHWAB STRATEGIC TR$146,4740.03%5,037CommonNONE
25434V781DISVDIMENSIONAL ETF TRUST$141,5580.03%3,589CommonNONE
437076102HDHOME DEPOT INC$140,4370.03%427CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$136,0340.03%4,434CommonNONE
184496107CLHCLEAN HARBORS INC$133,3300.03%465CommonNONE
46432F842IEFAISHARES TR$130,9070.03%1,446CommonNONE
701094104PHPARKER-HANNIFIN CORP$121,7530.03%136CommonNONE
464287408IVEISHARES TR$120,9890.03%573CommonNONE
718546104PSXPHILLIPS 66$114,2270.02%627CommonNONE
166764100CVXCHEVRON CORPORATION$106,3470.02%514CommonNONE
17275R102CSCOCISCO SYS INC$104,9800.02%1,353CommonNONE
68389X105ORCLORACLE CORP$101,2120.02%688CommonNONE
90214Q733AESRTWO RDS SHARED TR$97,7200.02%5,841CommonNONE
25434V666DFLVDIMENSIONAL ETF TRUST$96,8700.02%2,713CommonNONE
25434V815DFSVDIMENSIONAL ETF TRUST$91,3590.02%2,607CommonNONE
25434V807DFIVDIMENSIONAL ETF TRUST$85,7910.02%1,625CommonNONE
922908652VXFVANGUARD INDEX FDS$83,8690.02%408CommonNONE
25434V401DFUSDIMENSIONAL ETF TRUST$81,7370.02%1,153CommonNONE
097023105BABOEING CO$79,0150.02%397CommonNONE
922020805VTIPVANGUARD MALVERN FDS$74,2760.02%1,487CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$72,7020.02%497CommonNONE
921937827BSVVANGUARD BD INDEX FDS$69,8640.02%891CommonNONE
464287655IWMISHARES TR$66,2160.01%267CommonNONE
25434V740DFEVDIMENSIONAL ETF TRUST$65,6280.01%1,834CommonNONE
82509L107SHOPSHOPIFY INC$64,5300.01%544CommonNONE
25434V864DFSDDIMENSIONAL ETF TRUST$64,4270.01%1,346CommonNONE
92206C565BNDWVANGUARD SCOTTSDALE FDS$64,1810.01%939CommonNONE
922908744VTVVANGUARD INDEX FDS$61,4110.01%313CommonNONE
464287465EFAISHARES TR$59,8330.01%616CommonNONE
78464A847SPMDSPDR SERIES TRUST$57,0290.01%963CommonNONE
209115104EDCONSOLIDATED EDISON INC$56,8170.01%502CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$56,3690.01%920CommonNONE
25434V591DUSBDIMENSIONAL ETF TRUST$55,3250.01%1,091CommonNONE
46137V142PHOINVESCO EXCHANGE TRADED FD T$53,4880.01%800CommonNONE
90214Q766AFIFTWO RDS SHARED TR$52,6050.01%5,647CommonNONE
78463V107GLDSPDR GOLD TR$52,0660.01%121CommonNONE
31428X106FDXFEDEX CORP$51,2900.01%144CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$49,4260.01%76CommonNONE
75513E101RTXRTX CORPORATION$47,2610.01%245CommonNONE
836100107SOUNSOUNDHOUND AI INC$46,5860.01%6,781CommonNONE
369550108GDGENERAL DYNAMICS CORP$44,4410.01%129CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$44,1530.01%1,426CommonNONE
464287804IJRISHARES TR$43,0120.01%346CommonNONE
78464A508SPYVSPDR SERIES TRUST$42,4350.01%750CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$41,2420.01%255CommonNONE
88160R101TSLATESLA INC$40,1490.01%108CommonNONE
30231G102XOMEXXON MOBIL CORP$39,7010.01%234CommonNONE
704326107PAYXPAYCHEX INC$36,5720.01%397CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$36,2850.01%245CommonNONE
922908736VUGVANGUARD INDEX FDS$34,5070.01%79CommonNONE
29415C101EOSEEOS ENERGY ENTERPRISES INC$34,2540.01%6,906CommonNONE
654106103NKENIKE INC$33,9110.01%642CommonNONE
25434V765DIHPDIMENSIONAL ETF TRUST$33,7960.01%1,049CommonNONE
743315103PGRPROGRESSIVE CORP$33,3050.01%168CommonNONE
478160104JNJJOHNSON & JOHNSON$32,2670.01%132CommonNONE
580135101MCDMCDONALDS CORP$32,0120.01%103CommonNONE
988498101YUMYUM BRANDS INC$31,4070.01%202CommonNONE
464287309IVWISHARES TR$29,9750.01%265CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$29,6320.01%108CommonNONE
64110L106NFLXNETFLIX INC.$28,7490.01%299CommonNONE
464287507IJHISHARES TR$28,3630.01%420CommonNONE
G0250X149AMCRAMCOR PLC$28,2630.01%711CommonNONE
931142103WMTWALMART INC$27,2180.01%219CommonNONE
370334104GISGENERAL MILLS INC$26,0540.01%700CommonNONE
532457108LLYELI LILLY & CO$25,9090.01%28CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$25,6940.01%106CommonNONE
91913Y100VLOVALERO ENERGY CORP$25,2030.01%102CommonNONE
697435105PANWPALO ALTO NETWORKS INC$24,8500.01%155CommonNONE
149123101CATCATERPILLAR INC$24,7970.01%35CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$24,5610.01%36CommonNONE
46432F396MTUMISHARES TR$24,4790.01%102CommonNONE
464286509EWCISHARES INC$24,3820.01%445CommonNONE
74624M102PEVERPURE INC$24,3250.01%412CommonNONE
49456B101KMIKINDER MORGAN INC DEL$23,9070.01%713CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$23,8260.01%100CommonNONE
25434V609DFATDIMENSIONAL ETF TRUST$23,1510.00%371CommonNONE
228368106CCKCROWN HLDGS INC$22,9580.00%229CommonNONE
61559X104MLTXMOONLAKE IMMUNOTHERAPEUTICS$22,7230.00%1,219CommonNONE
46432F339QUALISHARES TR$22,6340.00%118CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$22,0140.00%202CommonNONE
97717W851DXJWISDOMTREE TR$21,4090.00%135CommonNONE
780259305SHELSHELL PLC$21,2040.00%228CommonNONE
G29183103ETNEATON CORP PLC$21,1030.00%59CommonNONE
46641Q647JMUBJ P MORGAN EXCHANGE TRADED F$20,9960.00%420CommonNONE
46428Q109SLVISHARES SILVER TR$20,9190.00%307CommonNONE
855244109SBUXSTARBUCKS CORP$20,8750.00%233CommonNONE
461202103INTUINTUIT$20,7550.00%48CommonNONE
46090E103QQQINVESCO QQQ TR$20,5790.00%36CommonNONE
351858105FNVFRANCO NEV CORP$20,5060.00%83CommonNONE
92204A405VFHVANGUARD WORLD FD$20,4170.00%169CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$19,9350.00%150CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$19,8540.00%181CommonNONE
G5960L103MDTMEDTRONIC PLC$19,7570.00%228CommonNONE
57636Q104MAMASTERCARD INCORPORATED$19,4870.00%39CommonNONE
44107P104HSTHOST HOTELS & RESORTS INC$17,9150.00%935CommonNONE
74758T303QLYSQUALYS INC$17,5700.00%200CommonNONE
882508104TXNTEXAS INSTRS INC$17,2790.00%89CommonNONE
002824100ABTABBOTT LABORATORIES$17,1460.00%167CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$16,6980.00%87CommonNONE
464287176TIPISHARES TR$15,8920.00%144CommonNONE
773121108RKLBROCKET LAB CORP$15,8630.00%247CommonNONE
25434V831DUHPDIMENSIONAL ETF TRUST$15,8070.00%430CommonNONE
060505104BACBANK AMERICA CORP$15,5030.00%318CommonNONE
742718109PGPROCTER & GAMBLE CO$15,4560.00%107CommonNONE
65339F101NEENEXTERA ENERGY INC$14,9540.00%161CommonNONE
78463X202FEZSPDR INDEX SHS FDS$14,7130.00%237CommonNONE
58933Y105MRKMERCK & CO INC$14,6760.00%122CommonNONE
78464A201SLYGSPDR SERIES TRUST$14,5900.00%151CommonNONE
231021106CMICUMMINS INC$14,5270.00%27CommonNONE
009158106APDAIR PRODUCTS AND CHEMICALS I$14,5250.00%50CommonNONE
78464A300SLYVSPDR SERIES TRUST$13,9040.00%147CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$13,2720.00%27CommonNONE
235851102DHRDANAHER CORP DEL$13,2720.00%70CommonNONE
78464A839MDYVSPDR SERIES TRUST$13,1990.00%155CommonNONE
244199105DEDEERE & CO$12,9560.00%23CommonNONE
11135F101AVGOBROADCOM INC$12,6900.00%41CommonNONE
98389B100XELXCEL ENERGY INC$12,5520.00%158CommonNONE
14040H105COFCAPITAL ONE FINL CORP$12,4060.00%68CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$12,3630.00%16CommonNONE
92206C664VTWOVANGUARD SCOTTSDALE FDS$12,1210.00%121CommonNONE
921910709EDVVANGUARD WORLD FD$11,9510.00%184CommonNONE
020002101ALLALLSTATE CORP$11,8190.00%57CommonNONE
644323107FSSLFS SPECIALTY LENDING FD$11,7600.00%940CommonNONE
171756109DAICCID HOLDCO INC$11,7490.00%68,387CommonNONE
844741108LUVSOUTHWEST AIRLS CO$11,4970.00%306CommonNONE
907818108UNPUNION PAC CORP$11,4040.00%47CommonNONE
548661107LOWLOWES COS INC$11,3420.00%48CommonNONE
78464A821MDYGSPDR SERIES TRUST$11,0360.00%115CommonNONE
438516106HONHONEYWELL INTL INC$10,6240.00%47CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$10,5540.00%39CommonNONE
37954Y673PAVEGLOBAL X FDS$10,4760.00%206CommonNONE
G54950103LINLINDE PLC$9,9160.00%20CommonNONE
26142V105DKNGDRAFTKINGS INC NEW$9,8380.00%455CommonNONE
254687106DISDISNEY WALT CO$9,7350.00%101CommonNONE
46434V456IQLTISHARES TR$9,7090.00%210CommonNONE
191216100KOCOCA COLA CO$9,6590.00%127CommonNONE
316092808FTECFIDELITY COVINGTON TRUST$9,5710.00%46CommonNONE
316092709FIDUFIDELITY COVINGTON TRUST$9,3450.00%108CommonNONE
70805E109PNTGPENNANT GROUP INC$8,9920.00%295CommonNONE
464287101OEFISHARES TR$8,5880.00%27CommonNONE
06738E204BCSBARCLAYS PLC$8,4640.00%400CommonNONE
026874784AIGAMERICAN INTL GROUP INC$8,0520.00%107CommonNONE
46434V621DGROISHARES TR$7,5720.00%108CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$7,4780.00%51CommonNONE
922908611VBRVANGUARD INDEX FDS$7,3870.00%34CommonNONE
464287234EEMISHARES TR$7,3830.00%130CommonNONE
088606108BHPBHP BILLITON LIMITED$7,2740.00%100CommonNONE
72201R882ZROZPIMCO ETF TR$7,1060.00%111CommonNONE
00287Y109ABBVABBVIE INC$6,9600.00%32CommonNONE
842587107SOSOUTHERN CO$6,7570.00%70CommonNONE
94106L109WMWASTE MGMT INC DEL$6,6640.00%29CommonNONE
375558103GILDGILEAD SCIENCES INC$6,4120.00%46CommonNONE
64428N109NUAINEW ERA ENERGY & DIGITAL INC$6,0900.00%1,500CommonNONE
58155Q103MCKMCKESSON CORP$6,0580.00%7CommonNONE
771049103RBLXROBLOX CORP$5,8830.00%104CommonNONE
770700102HOODROBINHOOD MKTS INC$5,6830.00%82CommonNONE
464287671IUSGISHARES TR$5,5840.00%36CommonNONE
038222105AMATAPPLIED MATLS INC$5,4690.00%16CommonNONE
98980L101ZNGAZOOM COMMUNICATIONS INC$5,4670.00%68CommonNONE
46434G764EMXCISHARES INC$5,4280.00%69CommonNONE
595112103MUMICRON TECHNOLOGY INC$5,4060.00%16CommonNONE
46090F100PDBCINVESCO ACTVELY MNGD ETC FD$5,3350.00%308CommonNONE
85207H104PHYSSPROTT ASSET MANAGEMENT LP$5,3160.00%150CommonNONE
921910816MGKVANGUARD WORLD FD$5,1450.00%14CommonNONE
136069101CMCANADIAN IMPERIAL BANK OF CO$4,9270.00%52CommonNONE
00215W100ASXASE TECHNOLOGY HLDG CO LTD$4,8780.00%225CommonNONE
37954Y871URAGLOBAL X FDS$4,8430.00%100CommonNONE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$4,7250.00%67CommonNONE
38748G101BARGRANITESHARES GOLD TR$4,7060.00%102CommonNONE
464287150ITOTISHARES TR$4,7010.00%33CommonNONE
316841105FIGFIGMA INC$4,6940.00%222CommonNONE
25434V773DFISDIMENSIONAL ETF TRUST$4,6130.00%137CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$4,6100.00%10CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$4,4660.00%10CommonNONE
03073E105CORCENCORA INC$4,3980.00%14CommonNONE
78464A763SDYSPDR SERIES TRUST$4,3790.00%30CommonNONE
92826C839VVISA INC$4,2320.00%14CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$4,2110.00%1CommonNONE
126650100CVSCVS HEALTH CORP$4,1660.00%58CommonNONE
47103U852JMBSJANUS DETROIT STR TR$4,1570.00%92CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$4,1420.00%66CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$3,9860.00%4CommonNONE
718172109PMPHILIP MORRIS INTL INC$3,9690.00%24CommonNONE
031162100AMGNAMGEN INC$3,8710.00%11CommonNONE
66987V109NVSNOVARTIS AG$3,8190.00%25CommonNONE
26874R108EENI SPA$3,7930.00%67CommonNONE
14149Y108CAHCARDINAL HEALTH INC$3,5930.00%17CommonNONE
08975B109BBAIBIGBEAR AI HLDGS INC$3,5200.00%1,000CommonNONE
55024U109LITELUMENTUM HLDGS INC$3,5140.00%5CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$3,4590.00%17CommonNONE
197236102COLBCOLUMBIA BKG SYS INC$3,4570.00%126CommonNONE
369604301GEGE AEROSPACE$3,4060.00%12CommonNONE
835699307SONYSONY GROUP CORP$3,3120.00%160CommonNONE
56400P706MNKDMANNKIND CORP$3,3030.00%1,348CommonNONE
85208R101CEFSPROTT ASSET MANAGEMENT LP$3,2450.00%68CommonNONE
636274409NGGNATIONAL GRID PLC$3,2150.00%38CommonNONE
26922B527BGIGETF SER SOLUTIONS$3,1930.00%96CommonNONE
922908595VBKVANGUARD INDEX FDS$3,0230.00%10CommonNONE
F92124100TTETOTALENERGIES SE$3,0030.00%33CommonNONE
74460D109PSAPUBLIC STORAGE OPER CO$2,9800.00%11CommonNONE
143658300CCL1EURCARNIVAL CORP$2,9510.00%114CommonNONE
482480100KLACKLA CORP$2,9450.00%2CommonNONE
74834L100DGXQUEST DIAGNOSTICS INC$2,9400.00%15CommonNONE
29250N105ENBENBRIDGE INC$2,9240.00%54CommonNONE
398433102GFFGRIFFON CORP$2,9080.00%40CommonNONE
G0403H108AONAON PLC$2,9060.00%9CommonNONE
247361702DALDELTA AIR LINES INC$2,8590.00%43CommonNONE
23703Q203DQDAQO NEW ENERGY CORP$2,6590.00%125CommonNONE
36828A101GEVGE VERNOVA INC$2,6190.00%3CommonNONE
464288729EXIISHARES TR$2,5350.00%14CommonNONE
539439109LYGLLOYDS BANKING GROUP PLC$2,5150.00%500CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$2,4390.00%22CommonNONE
670100205NVONOVO-NORDISK A S$2,4260.00%66CommonNONE
969457100WMBWILLIAMS COS INC$2,4020.00%33CommonNONE
86333M108LRNSTRIDE INC$2,3810.00%27CommonNONE
26884L109EQTEQT CORP$2,3550.00%37CommonNONE
92189F106GDXVANECK ETF TRUST$2,2950.00%25CommonNONE
464287630IWNISHARES TR$2,2760.00%12CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$2,2530.00%30CommonNONE
00206R102TAT&T INC$2,1750.00%75CommonNONE
949746101WMT2WELLS FARGO & CO$2,1500.00%27CommonNONE
512807306LRCXLAM RESEARCH CORP$2,1370.00%10CommonNONE
31613E103FETHFIDELITY ETHEREUM FD$2,0880.00%100CommonNONE
617446448MSMORGAN STANLEY$1,9750.00%12CommonNONE
003260106PPLTABRDN PLATINUM ETF TRUST$1,9610.00%11CommonNONE
958102105WDCWESTERN DIGITAL CORP$1,8940.00%7CommonNONE
55306N104MKSIMKS INC.$1,8390.00%8CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$1,8340.00%14CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$1,8250.00%6CommonNONE
880770102TERTERADYNE INC$1,7790.00%6CommonNONE
71385M107PRMPERIMETER SOLUTIONS INC$1,7340.00%71CommonNONE
811916105SASEABRIDGE GOLD INC$1,7290.00%61CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$1,7270.00%24CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$1,6900.00%5CommonNONE
19247G107COHRCOHERENT CORP$1,6680.00%7CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$1,6530.00%36CommonNONE
808513105SCHWSCHWAB CHARLES CORP$1,6170.00%17CommonNONE
464286400EWZISHARES INC$1,6130.00%42CommonNONE
01741R102ATIATI INC$1,6010.00%11CommonNONE
125523100CITHE CIGNA GROUP$1,6010.00%6CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$1,6010.00%50CommonNONE
172967424CCITIGROUP INC$1,5880.00%14CommonNONE
95040Q104WELLWELLTOWER INC$1,5820.00%8CommonNONE
G65431127NENOBLE CORP PLC$1,5710.00%32CommonNONE
03027X100AMTAMERICAN TOWER CORP$1,5540.00%9CommonNONE
171779309CIENCIENA CORP$1,5530.00%4CommonNONE
278642103EBAYEBAY INC.$1,5480.00%17CommonNONE
747525103QCOMQUALCOMM INC$1,5460.00%12CommonNONE
46434G103IEMGISHARES INC$1,5350.00%22CommonNONE
67077M108NTRNUTRIEN LTD$1,5100.00%20CommonNONE
316092204FDISFIDELITY COVINGTON TRUST$1,4930.00%16CommonNONE
036752103ELVELEVANCE HEALTH INC FORMERLY$1,4640.00%5CommonNONE
00724F101ADBEADOBE INC$1,4590.00%6CommonNONE
911363109URIUNITED RENTALS INC$1,4580.00%2CommonNONE
92189F817VNMVANECK ETF TRUST$1,4550.00%84CommonNONE
74340W103PLDPROLOGIS INC.$1,4540.00%11CommonNONE
773903109ROKROCKWELL AUTOMATION INC$1,4360.00%4CommonNONE
92511U102VRRMVERRA MOBILITY CORP$1,4290.00%100CommonNONE
008474108AEMAGNICO EAGLE MINES LTD$1,4210.00%7CommonNONE
13321L108CCJCAMECO CORP$1,4120.00%13CommonNONE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$1,4120.00%5CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$1,3850.00%15CommonNONE
82982T106SITMSITIME CORP$1,3820.00%4CommonNONE
88339J105TTDTHE TRADE DESK INC$1,3620.00%60CommonNONE
040413205ANETARISTA NETWORKS INC$1,3510.00%11CommonNONE
89269P202COOKTRAEGER INC$1,3340.00%46CommonNONE
636180101NFGNATIONAL FUEL GAS CO$1,3160.00%14CommonNONE
79466L302CRMSALESFORCE INC$1,3070.00%7CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$1,2820.00%18CommonNONE
78464A391EBNDSPDR SERIES TRUST$1,2800.00%62CommonNONE
872540109TJXTJX COS INC NEW$1,2780.00%8CommonNONE
78409V104SPGIS&P GLOBAL INC$1,2770.00%3CommonNONE
032095101APHAMPHENOL CORP$1,2640.00%10CommonNONE
592688105MTDMETTLER TOLEDO INTERNATIONAL$1,2620.00%1CommonNONE
92343E102VRSNVERISIGN INC$1,2420.00%5CommonNONE
538034109LYVLIVE NATION ENTERTAINMENT IN$1,2210.00%8CommonNONE
56585A102MPCMARATHON PETE CORP$1,2210.00%5CommonNONE
500767736IVOLKRANESHARES TRUST$1,2170.00%65CommonNONE
539830109LMTLOCKHEED MARTIN CORP$1,2090.00%2CommonNONE
741511109PSMTPRICESMART INC$1,2040.00%8CommonNONE
92189F791GDXJVANECK ETF TRUST$1,2010.00%10CommonNONE
85208P303URNMSPROTT FDS TR$1,2000.00%19CommonNONE
46434G780EWSISHARES INC$1,1860.00%42CommonNONE
12572Q105CMECME GROUP INC$1,1820.00%4CommonNONE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$1,1810.00%20CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$1,1720.00%3CommonNONE
88579Y101MMM3M CO$1,1620.00%8CommonNONE
893641100TDGTRANSDIGM GROUP INC$1,1590.00%1CommonNONE
76954A103RIVNRIVIAN AUTOMOTIVE INC$1,1290.00%75CommonNONE
609839105MPWRMONOLITHIC PWR SYS INC$1,0940.00%1CommonNONE
713448108PEPPEPSICO INC$1,0880.00%7CommonNONE
031100100AMEAMETEK INC$1,0720.00%5CommonNONE
303250104FICOFAIR ISAAC CORP$1,0680.00%1CommonNONE
29261A100EHCENCOMPASS HEALTH CORP$1,0650.00%11CommonNONE
278865100ECLECOLAB INC$1,0650.00%4CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$1,0490.00%8CommonNONE
81762P102NOWSERVICENOW INC$1,0460.00%10CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$1,0410.00%5CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$1,0410.00%6CommonNONE
552690109MDUMDU RES GROUP INC$1,0160.00%49CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$1,0040.00%20CommonNONE
955306105WSTWEST PHARMACEUTICAL SVSC INC$1,0030.00%4CommonNONE
929740108WABWABTEC$1,0000.00%4CommonNONE
29444U700EQIXEQUINIX INC$9810.00%1CommonNONE
962166104WYWEYERHAEUSER CO$9780.00%40CommonNONE
H1467J104CBCHUBB LTD SWITZ$9780.00%3CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$9700.00%2CommonNONE
25243Q205DEODIAGEO PLC$9680.00%13CommonNONE
55825T103MSGSMADISON SQUARE GRDN SPRT COR$9650.00%3CommonNONE
45073V108ITTITT INC$9530.00%5CommonNONE
219350105GLWCORNING INC$9520.00%7CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$9440.00%6CommonNONE
055622104BPBP PLC$9400.00%20CommonNONE
29362U104ENTGENTEGRIS INC$9380.00%8CommonNONE
G5784H106MANUMANCHESTER UTD PLC NEW$9260.00%55CommonNONE
00971T101AKAMAKAMAI TECHNOLOGIES INC$9190.00%8CommonNONE
817070501SENEASENECA FOODS CORP NEW$9070.00%6CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$9020.00%10CommonNONE
03076C106AMPAMERIPRISE FINL INC$8890.00%2CommonNONE
35671D857FCXFREEPORT MCMORAN INC$8820.00%15CommonNONE
136385101CNQCANADIAN NAT RES LTD MED TER$8780.00%18CommonNONE
87807B107TRPTC ENERGY CORP$8770.00%14CommonNONE
60471A101MIRMIRION TECHNOLOGIES INC$8740.00%47CommonNONE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$8730.00%3CommonNONE
46266A109IRMDIRADIMED CORP$8670.00%9CommonNONE
61945C103MOSMOSAIC CO$8670.00%34CommonNONE
778296103ROSTROSS STORES INC$8670.00%4CommonNONE
651639106NEMNEWMONT CORP$8660.00%8CommonNONE
872590104TMUST-MOBILE US INC$8410.00%4CommonNONE
83443Q103SOLSSOLSTICE ADVANCED MATLS INC$8380.00%11CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$8380.00%3CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$8340.00%3CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$8340.00%2CommonNONE
55261F104MTBM & T BK CORP$8270.00%4CommonNONE
18915M107NETCLOUDFLARE INC$8260.00%4CommonNONE
585464100MLCOMELCO RESORTS AND ENTMNT LTD$8240.00%145CommonNONE
60646V105MCWMISTER CAR WASH INC$8230.00%118CommonNONE
205768302CRKCOMSTOCK RES INC$8230.00%39CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$8210.00%5CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$8130.00%4CommonNONE
09260D107BXBLACKSTONE INC$8050.00%7CommonNONE
466313103JBLJABIL INC$7970.00%3CommonNONE
518439104ELLAUDER ESTEE COS INC$7900.00%11CommonNONE
291011104EMREMERSON ELEC CO$7870.00%6CommonNONE
452308109ITWILLINOIS TOOL WKS INC$7810.00%3CommonNONE
346375108FORMFORMFACTOR INC$7760.00%8CommonNONE
517834107LVSLAS VEGAS SANDS CORP$7550.00%14CommonNONE
H01301128ALCALCON AG$7540.00%10CommonNONE
27579R104EWBCEAST WEST BANCORP INC$7480.00%7CommonNONE
48251W104KKRKKR & CO INC$7400.00%8CommonNONE
G25508105CRHCRH PLC$7360.00%7CommonNONE
498894104KNFKNIFE RIVER CORP$7350.00%9CommonNONE
942622200WSOWATSCO INC$7280.00%2CommonNONE
833034101SNASNAP ON INC$7270.00%2CommonNONE
26875P101EOGEOG RES INC$7230.00%5CommonNONE
858119100STLDSTEEL DYNAMICS INC$7200.00%4CommonNONE
64110D104NTAPNETAPP INC$7170.00%7CommonNONE
674215207CHRDCHORD ENERGY CORPORATION$7110.00%5CommonNONE
98978V103ZTSZOETIS INC$7100.00%6CommonNONE
558256103MSGEMADISON SQUARE GARDEN ENTMT$7070.00%12CommonNONE
H2906T109GRMNGARMIN LTD$6970.00%3CommonNONE
693718108PCARPACCAR INC$6930.00%6CommonNONE
30212P303EXPEEXPEDIA GROUP INC$6930.00%3CommonNONE
443201108HWMHOWMET AEROSPACE INC$6920.00%3CommonNONE
693282105PDFSPDF SOLUTIONS INC$6870.00%21CommonNONE
384109104GGGGRACO INC$6780.00%8CommonNONE
172908105CTASCINTAS CORP$6770.00%4CommonNONE
23345M107DTMDT MIDSTREAM INC$6740.00%5CommonNONE
761152107RMDRESMED INC$6740.00%3CommonNONE
85423L103SAROSTANDARDAERO INC$6720.00%26CommonNONE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$6580.00%7CommonNONE
311900104FASTFASTENAL CO$6500.00%14CommonNONE
G6683N103NUNU HLDGS LTD$6470.00%45CommonNONE
83088M102SWKSSKYWORKS SOLUTIONS INC$6430.00%12CommonNONE
49177J102KVUEKENVUE INC$6380.00%37CommonNONE
032654105ADIANALOG DEVICES INC$6370.00%2CommonNONE
422806208HEI/AHEICO CORP NEW$6340.00%3CommonNONE
512816109LAMRLAMAR ADVERTISING CO$6340.00%5CommonNONE
146869102CVNACARVANA CO$6290.00%2CommonNONE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$6280.00%3CommonNONE
23204G100CUBICUSTOMERS BANCORP INC$6250.00%9CommonNONE
03214Q108AMPXAMPRIUS TECHNOLOGIES INC$6240.00%37CommonNONE
427866108HSYHERSHEY CO$6240.00%3CommonNONE
683344105ONTOONTO INNOVATION INC$6160.00%3CommonNONE
783549108RRYDER SYS INC$6150.00%3CommonNONE
285512109EAELECTRONIC ARTS INC$6120.00%3CommonNONE
05722G100BKRBAKER HUGHES COMPANY$6110.00%10CommonNONE
810186106SMGSCOTTS MIRACLE-GRO CO$6090.00%10CommonNONE
20030N101CMCSACOMCAST CORP NEW$6030.00%21CommonNONE
062540109BOHBANK HAWAII CORP$5940.00%8CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$5940.00%3CommonNONE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$5930.00%1CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$5890.00%1CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$5840.00%2CommonNONE
219948106CPAYCORPAY INC$5820.00%2CommonNONE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$5810.00%8CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$5800.00%8CommonNONE
315616102FFIVF5 INC$5790.00%2CommonNONE
00846U101AAGILENT TECHNOLOGIES INC$5700.00%5CommonNONE
92345Y106VRSKVERISK ANALYTICS INC$5700.00%3CommonNONE
16411R208LNGCHENIERE ENERGY INC$5680.00%2CommonNONE
59156R108METMETLIFE INC$5660.00%8CommonNONE
127097103CTRACOTERRA ENERGY INC$5630.00%16CommonNONE
464287325IXJISHARES TR$5620.00%6CommonNONE
45168D104IDXXIDEXX LABS INC$5620.00%1CommonNONE
054540208ACLSAXCELIS TECHNOLOGIES INC$5590.00%6CommonNONE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$5530.00%9CommonNONE
74762E102QUREQUANTA SVCS INC$5500.00%1CommonNONE
904311107UAAUNDER ARMOUR INC$5500.00%93CommonNONE
09062X103BIIBBIOGEN INC$5500.00%3CommonNONE
165167735EXEEXPAND ENERGY CORPORATION$5490.00%5CommonNONE
001055102AFLAFLAC INC$5490.00%5CommonNONE
95082P105WCCWESCO INTL INC$5480.00%2CommonNONE
969904101WSMWILLIAMS SONOMA INC$5470.00%3CommonNONE
682680103OKEONEOK INC NEW$5430.00%6CommonNONE
610236101MNROMONRO INC$5300.00%33CommonNONE
00187Y100APGAPI GROUP CORP$5270.00%13CommonNONE
922475108VEEVVEEVA SYS INC$5270.00%3CommonNONE
19260Q107COINCOINBASE GLOBAL INC$5240.00%3CommonNONE
016255101ALGNALIGN TECHNOLOGY INC$5150.00%3CommonNONE
806857108SLBSLB LIMITED$5140.00%10CommonNONE
447462102HURNHURON CONSULTING GROUP INC$5100.00%4CommonNONE
252131107DXCMDEXCOM INC$5030.00%8CommonNONE
000957100ABMABM INDS INC$5010.00%13CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$5000.00%10CommonNONE
47233W109JEFJEFFERIES FINANCIAL GROUP IN$4960.00%12CommonNONE
60937P106MDBMONGODB INC$4900.00%2CommonNONE
756109104OREALTY INCOME CORP$4900.00%8CommonNONE
29249E109ACTENACT HLDGS INC$4900.00%12CommonNONE
443573100HUBSHUBSPOT INC$4890.00%2CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$4880.00%3CommonNONE
10948C107BVBRIGHTVIEW HLDGS INC$4840.00%41CommonNONE
494368103KMBKIMBERLY-CLARK CORP$4830.00%5CommonNONE
29452E101EQHEQUITABLE HLDGS INC$4830.00%13CommonNONE
58506Q109MEDPMEDPACE HLDGS INC$4810.00%1CommonNONE
45687V106IRINGERSOLL RAND INC$4810.00%6CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$4810.00%6CommonNONE
92846Q107COCOVITA COCO CO INC$4800.00%10CommonNONE
320517105FHNFIRST HORIZON CORPORATION$4780.00%21CommonNONE
228903100AORTARTIVION INC$4770.00%13CommonNONE
57776J100MXLMAXLINEAR INC$4700.00%27CommonNONE
526107107LIILENNOX INTL INC$4650.00%1CommonNONE
74736K101QRVOQORVO INC$4650.00%6CommonNONE
609207105MDLZMONDELEZ INTL INC$4620.00%8CommonNONE
565788106MARAMARA HOLDINGS INC$4570.00%56CommonNONE
72147K108PPCPILGRIMS PRIDE CORP$4540.00%12CommonNONE

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.