MondegarAI
Kera Capital Partners, Inc.

Q4 2025 · 13F-HR

Kera Capital Partners, Inc.holdings as filed

Filed 2026-02-23 · accession 0001986152-26-000046

$810.8M
Reported value
553
Positions
2025-12-31
Period end
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The Brief · Kera Capital Partners, Inc. · Q4 2025

AI · grounded in 13F

Kera Capital Partners, Inc. exited its position in JEF, reducing its exposure by $6.8M. The fund also closed positions in SPOT and XLU, totaling $4.3M and $4.3M respectively. On the buy side, the fund established new positions in GOF for $4.6M and BABA for $4.4M. Additionally, the fund increased its share count in CMG by 149.3%.

Holdings as filed

First 500 of 553

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$74.8M9.23%391,382CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$46.8M5.77%67,601CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$30.5M3.76%153,782CommonNONE
14020G101CGGRCAPITAL GROUP GROWTH ETF$17.8M2.19%399,599CommonNONE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$17.4M2.14%387,116CommonNONE
219350105GLWCORNING INC$16.0M1.97%154,754CommonNONE
458140100INTCINTEL CORP$15.7M1.93%337,166CommonNONE
381430107GSIEGOLDMAN SACHS ETF TR$15.2M1.88%341,670CommonNONE
92537N108VRTVERTIV HOLDINGS CO$14.3M1.76%76,546CommonNONE
85207K107PSLVSPROTT ASSET MANAGEMENT LP$13.5M1.66%509,964CommonNONE
85207H104PHYSSPROTT ASSET MANAGEMENT LP$13.0M1.60%356,193CommonNONE
02079K107GOOGALPHABET INC$12.6M1.55%37,166CommonNONE
040413205ANETARISTA NETWORKS INC$11.5M1.42%80,987CommonNONE
464287390ILFISHARES TR$11.4M1.41%323,234CommonNONE
770700102HOODROBINHOOD MKTS INC$11.3M1.39%113,340CommonNONE
G6683N103NUNU HLDGS LTD$11.2M1.38%630,649CommonNONE
023135106AMZNAMAZON COM INC$11.0M1.35%45,794CommonNONE
464288182AAXJISHARES TR$10.0M1.23%99,635CommonNONE
75513E101RTXRTX CORPORATION$9.9M1.23%49,508CommonNONE
78468R523BILSSPDR SERIES TRUST$9.8M1.21%98,306CommonNONE
885213108TBLDTHORNBURG INCM BUILDER OPP T$9.2M1.14%434,901CommonNONE
09290D101BLKBLACKROCK INC$8.7M1.08%7,808CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$8.7M1.07%28,334CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$8.5M1.05%219,808CommonNONE
19260Q107COINCOINBASE GLOBAL INC$8.1M1.00%41,644CommonNONE
922908363VOOVANGUARD INDEX FDS$8.1M1.00%12,729CommonNONE
11135F101AVGOBROADCOM INC$8.0M0.99%24,229CommonNONE
14020X104CGGOCAPITAL GROUP GBL GROWTH EQT$8.0M0.98%219,467CommonNONE
00162Q452AMLPALPS ETF TR$7.7M0.95%154,355CommonNONE
92206C714VONVVANGUARD SCOTTSDALE FDS$7.2M0.89%74,404CommonNONE
464287200IVVISHARES TR$6.1M0.75%8,762CommonNONE
922908751VBVANGUARD INDEX FDS$6.0M0.74%22,204CommonNONE
478160104JNJJOHNSON & JOHNSON$6.0M0.73%26,216CommonNONE
46817M107JXNJACKSON FINANCIAL INC$5.8M0.71%48,571CommonNONE
14020Y102CGCPCAPITAL GRP FIXED INCM ETF T$5.7M0.71%253,801CommonNONE
037833100AAPLAPPLE INC$5.5M0.68%21,243CommonNONE
40167F101GOFGUGGENHEIM STRATEGIC OPPORTU$4.6M0.57%362,801CommonNONE
594918104MSFTMICROSOFT CORP$4.4M0.55%10,329CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$4.4M0.54%25,975CommonNONE
718172109PMPHILIP MORRIS INTL INC$4.3M0.53%23,758CommonNONE
69374H709GCOWPACER FDS TR$4.2M0.52%95,127CommonNONE
464287507IJHISHARES TR$4.0M0.49%58,176CommonNONE
464287556IBBISHARES TR$4.0M0.49%23,052CommonNONE
92189F676SMHVANECK ETF TRUST$4.0M0.49%9,850CommonNONE
58507V107MDLNMEDLINE INC$3.8M0.47%85,642CommonNONE
631103108NDAQNASDAQ INC$3.7M0.45%37,906CommonNONE
921910816MGKVANGUARD WORLD FD$3.6M0.45%8,952CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$3.6M0.44%72,879CommonNONE
26923G301BBCETFIS SER TR I$3.5M0.43%84,970CommonNONE
464287622IWBISHARES TR$3.5M0.43%9,150CommonNONE
78464A508SPYVSPDR SERIES TRUST$3.4M0.42%58,041CommonNONE
512807306LRCXLAM RESEARCH CORP$3.3M0.41%14,237CommonNONE
713448108PEPPEPSICO INC$2.9M0.35%18,577CommonNONE
30303M102METAMETA PLATFORMS INC$2.6M0.32%3,674CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$2.6M0.32%513CommonNONE
02079K305GOOGLALPHABET INC$2.2M0.27%6,443CommonNONE
58933Y105MRKMERCK & CO INC$2.1M0.26%19,258CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$2.0M0.25%76,533CommonNONE
46435G326IDEVISHARES TR$2.0M0.24%22,780CommonNONE
17275R102CSCOCISCO SYS INC$2.0M0.24%25,086CommonNONE
00287Y109ABBVABBVIE INC$1.9M0.24%8,711CommonNONE
580135101MCDMCDONALDS CORP$1.8M0.23%5,871CommonNONE
194162103CLCOLGATE PALMOLIVE CO$1.6M0.20%17,633CommonNONE
922908769VTIVANGUARD INDEX FDS$1.5M0.19%4,405CommonNONE
30212P303EXPEEXPEDIA GROUP INC$1.5M0.18%5,608CommonNONE
464287614IWFISHARES TR$1.5M0.18%3,187CommonNONE
931142103WMTWALMART INC$1.4M0.17%11,891CommonNONE
98980L101ZNGAZOOM COMMUNICATIONS INC$1.4M0.17%15,205CommonNONE
02209S103MOALTRIA GROUP INC$1.4M0.17%22,480CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$1.4M0.17%16,969CommonNONE
88160R101TSLATESLA INC$1.4M0.17%3,165CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$1.3M0.16%1,419CommonNONE
98149E303GLDMWORLD GOLD TR$1.3M0.16%13,822CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.3M0.16%2,735CommonNONE
46436E189ICOPISHARES TR$1.2M0.15%24,448CommonNONE
595112103MUMICRON TECHNOLOGY INC$1.2M0.15%2,927CommonNONE
452308109ITWILLINOIS TOOL WKS INC$1.2M0.14%4,463CommonNONE
002824100ABTABBOTT LABS$1.2M0.14%10,628CommonNONE
46428Q109SLVISHARES SILVER TR$1.2M0.14%15,274CommonNONE
172967424CCITIGROUP INC$1.1M0.14%9,732CommonNONE
911549103UAMYUNITED STATES ANTIMONY CORP$1.1M0.14%153,515CommonNONE
15135B101CNCCENTENE CORP DEL$1.1M0.14%25,831CommonNONE
009066101ABNBAIRBNB INC$1.1M0.14%8,511CommonNONE
501976104KYTXKYVERNA THERAPEUTICS INC$1.1M0.13%132,603CommonNONE
247361702DALDELTA AIR LINES INC DEL$1.0M0.13%15,784CommonNONE
369604301GEGE AEROSPACE$1.0M0.13%3,389CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$1.0M0.13%23,340CommonNONE
445658107JBHTHUNT J B TRANS SVCS INC$1.0M0.13%5,087CommonNONE
90384S303ULTAULTA BEAUTY INC$1.0M0.12%1,560CommonNONE
172755100CRUSCIRRUS LOGIC INC$998,6650.12%7,662CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$997,9760.12%10,141CommonNONE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$997,6340.12%12,891CommonNONE
228368106CCKCROWN HLDGS INC$995,2270.12%9,507CommonNONE
751212101RLRALPH LAUREN CORP$976,1540.12%2,762CommonNONE
958102105WDCWESTERN DIGITAL CORP$970,9170.12%3,880CommonNONE
88025U109TXG10X GENOMICS INC$966,1460.12%47,829CommonNONE
231021106CMICUMMINS INC$965,0020.12%1,667CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$960,4410.12%3,643CommonNONE
30231G102XOMEXXON MOBIL CORP$956,7730.12%6,766CommonNONE
902494103TSNTYSON FOODS INC$951,4960.12%14,564CommonNONE
37045V100GMGENERAL MTRS CO$937,6080.12%11,162CommonNONE
G3922B107GGENPACT LIMITED$935,8460.12%21,221CommonNONE
46090E103QQQINVESCO QQQ TR$934,5160.12%1,503CommonNONE
01973R101ALSNALLISON TRANSMISSION HLDGS I$909,7430.11%8,369CommonNONE
231561101CWCURTISS WRIGHT CORP$904,2660.11%1,377CommonNONE
894164102TNLTRAVEL PLUS LEISURE CO$902,8220.11%12,983CommonNONE
452327109ILMNILLUMINA INC$900,5730.11%6,219CommonNONE
770323103RHIROBERT HALF INC.$899,6180.11%25,993CommonNONE
808513105SCHWSCHWAB CHARLES CORP$898,5960.11%8,647CommonNONE
512816109LAMRLAMAR ADVERTISING CO NEW$893,2430.11%6,962CommonNONE
457187102INGRINGREDION INC$878,1040.11%7,435CommonNONE
256163106DOCUDOCUSIGN INC$869,8520.11%16,556CommonNONE
369550108GDGENERAL DYNAMICS CORP$867,9390.11%2,472CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$858,6330.11%12,970CommonNONE
913903100UHSUNIVERSAL HLTH SVCS INC$828,3970.10%4,116CommonNONE
35137L105FOXAFOX CORP$827,4540.10%11,369CommonNONE
771049103RBLXROBLOX CORP$826,9980.10%12,576CommonNONE
422806109HEIHEICO CORP NEW$823,3060.10%2,488CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$820,7570.10%5,599CommonNONE
747525103QCOMQUALCOMM INC$812,8540.10%5,362CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$804,1160.10%3,601CommonNONE
031100100AMEAMETEK INC$801,6330.10%3,579CommonNONE
40412C101HCAHCA HEALTHCARE INC$800,7770.10%1,640CommonNONE
533900106LECOLINCOLN ELEC HLDGS INC$799,8190.10%3,014CommonNONE
291011104EMREMERSON ELEC CO$794,6420.10%5,407CommonNONE
532457108LLYELI LILLY & CO$789,2710.10%761CommonNONE
184496107CLHCLEAN HARBORS INC$780,5100.10%3,003CommonNONE
174610105CFGCITIZENS FINL GROUP INC$779,2120.10%12,372CommonNONE
G5960L103MDTMEDTRONIC PLC$767,7610.09%7,457CommonNONE
33829M101FIVEFIVE BELOW INC$766,9430.09%4,002CommonNONE
969904101WSMWILLIAMS SONOMA INC$766,2390.09%3,744CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$765,2310.09%16,114CommonNONE
92826C839VVISA INC$758,2350.09%2,356CommonNONE
14040H105COFCAPITAL ONE FINL CORP$751,8160.09%3,434CommonNONE
26884U109EPREPR PPTYS$741,9720.09%13,679CommonNONE
574599106MASMASCO CORP$741,3320.09%11,217CommonNONE
29977A105EVREVERCORE INC$740,1090.09%2,095CommonNONE
143658300CCL1EURCARNIVAL CORP$739,4530.09%24,632CommonNONE
364760108GAPGAP INC$730,0450.09%26,092CommonNONE
31428X106FDXFEDEX CORP$717,3290.09%2,226CommonNONE
681936100OHIOMEGA HEALTHCARE INVS INC$715,4470.09%16,305CommonNONE
912008109USFDUS FOODS HLDG CORP$712,9440.09%8,526CommonNONE
257651109DCIDONALDSON INC$703,1190.09%6,897CommonNONE
133131102CPTCAMDEN PPTY TR$702,8940.09%6,446CommonNONE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$702,2070.09%3,246CommonNONE
32054K103FRFIRST INDL RLTY TR INC$699,0750.09%12,047CommonNONE
922908629VOVANGUARD INDEX FDS$698,7720.09%2,360CommonNONE
45337C102INCYINCYTE CORP$694,7860.09%6,943CommonNONE
29414B104EPAMEPAM SYS INC$694,2210.09%3,328CommonNONE
166764100CVXCHEVRON CORP NEW$691,5020.09%3,909CommonNONE
N14506104ESTCELASTIC N V$691,0780.09%10,482CommonNONE
670346105NUENUCOR CORP$689,1980.09%3,878CommonNONE
872540109TJXTJX COS INC NEW$687,9280.08%4,592CommonNONE
617700109MORNMORNINGSTAR INC$686,3110.08%3,396CommonNONE
87165B103SYFSYNCHRONY FINANCIAL$684,7010.08%9,427CommonNONE
60937P106MDBMONGODB INC$683,6190.08%1,841CommonNONE
70438V106PCTYPAYLOCITY HLDG CORP$682,4590.08%5,056CommonNONE
G4474Y214JHGJANUS HENDERSON GROUP PLC$679,6830.08%14,122CommonNONE
36828A101GEVGE VERNOVA INC$670,4400.08%923CommonNONE
59522J103MAAMID-AMER APT CMNTYS INC$670,3690.08%4,992CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$667,8570.08%26,252CommonNONE
126650100CVSCVS HEALTH CORP$667,8440.08%8,962CommonNONE
58506Q109MEDPMEDPACE HLDGS INC$662,8620.08%1,138CommonNONE
032654105ADIANALOG DEVICES INC$661,2420.08%2,127CommonNONE
20030N101CMCSACOMCAST CORP NEW$658,8180.08%22,145CommonNONE
552848103MTGMGIC INVT CORP WIS$654,4010.08%24,309CommonNONE
876030107TPRTAPESTRY INC$648,6370.08%5,111CommonNONE
281020107EIXEDISON INTL$645,7190.08%10,368CommonNONE
921909768VXUSVANGUARD STAR FDS$643,2800.08%8,075CommonNONE
362397101GABGABELLI EQUITY TR INC$643,1420.08%105,780CommonNONE
103304101BYDBOYD GAMING CORP$642,7780.08%7,603CommonNONE
G491BT108IVZINVESCO LTD$641,5260.08%23,508CommonNONE
665859104NTRSNORTHERN TR CORP$641,5220.08%4,293CommonNONE
548661107LOWLOWES COS INC$639,3420.08%2,394CommonNONE
78410G104SBACSBA COMMUNICATIONS CORP NEW$634,8390.08%3,448CommonNONE
49427F108KRCKILROY RLTY CORP$634,1250.08%18,391CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$633,0600.08%673CommonNONE
199908104FIXCOMFORT SYS USA INC$632,7230.08%554CommonNONE
57667L107MTCHMATCH GROUP INC NEW$613,5620.08%19,697CommonNONE
920253101VMIVALMONT INDS INC$613,1210.08%1,376CommonNONE
36467J108GLPIGAMING & LEISURE PPTYS INC$604,2670.07%13,503CommonNONE
436440101HO1HOLOGIC INC$602,3620.07%8,039CommonNONE
G87052109TELTE CONNECTIVITY PLC$601,3020.07%2,699CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$599,6770.07%5,028CommonNONE
418056107HASHASBRO INC$598,2970.07%6,699CommonNONE
G39108108GTESGATES INDL CORP PLC$593,5480.07%25,784CommonNONE
26210C104DBXDROPBOX INC$592,4350.07%23,251CommonNONE
G8060N102STSENSATA TECHNOLOGIES HLDG PL$590,0150.07%17,057CommonNONE
04247X102AWIARMSTRONG WORLD INDS INC NEW$589,6220.07%3,209CommonNONE
00724F101ADBEADOBE INC$585,9140.07%1,998CommonNONE
G87110105FTITECHNIPFMC PLC$584,5590.07%10,491CommonNONE
26614N102DDDUPONT DE NEMOURS INC$582,7270.07%13,268CommonNONE
149123101CATCATERPILLAR INC$582,4210.07%886CommonNONE
053611109AVYAVERY DENNISON CORP$582,3730.07%3,139CommonNONE
76171L106REYNREYNOLDS CONSUMER PRODS INC$579,3920.07%25,006CommonNONE
69331C108PCGPG&E CORP$578,2650.07%37,501CommonNONE
419870100HEHAWAIIAN ELEC INDUSTRIES$576,6140.07%37,638CommonNONE
576323109MTZMASTEC INC$571,6210.07%2,377CommonNONE
277276101EGPEASTGROUP PPTYS INC$566,6440.07%3,120CommonNONE
89400J107TRUTRANSUNION$562,9380.07%7,124CommonNONE
98585X104YETIYETI HLDGS INC$561,4560.07%12,283CommonNONE
745867101PHMPULTE GROUP INC$559,8070.07%4,475CommonNONE
125269100CFCF INDS HLDGS INC$558,1910.07%5,987CommonNONE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$557,6080.07%2,373CommonNONE
615369105MCOMOODYS CORP$557,3230.07%1,081CommonNONE
539830109LMTLOCKHEED MARTIN CORP$556,8540.07%878CommonNONE
446413106HIIHUNTINGTON INGALLS INDS INC$555,0730.07%1,320CommonNONE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$553,3930.07%7,927CommonNONE
833445109SNOWSNOWFLAKE INC$553,2420.07%2,871CommonNONE
064058100BKBANK NEW YORK MELLON CORP$548,7730.07%4,576CommonNONE
87612E106TGTTARGET CORP$546,5460.07%5,182CommonNONE
209115104EDCONSOLIDATED EDISON INC$541,6520.07%5,080CommonNONE
910047109UALUNITED AIRLS HLDGS INC$541,1700.07%5,289CommonNONE
466313103JBLJABIL INC$539,8470.07%2,276CommonNONE
55306N104MKSIMKS INC.$539,5600.07%2,292CommonNONE
254687106DISDISNEY WALT CO$539,4100.07%4,782CommonNONE
06417N103OZKBANK OZK LITTLE ROCK ARK$539,1310.07%11,336CommonNONE
553530106MSMMSC INDL DIRECT INC$538,7360.07%6,388CommonNONE
25809K105DASHDOORDASH INC$538,1510.07%2,630CommonNONE
049468101TEAMATLASSIAN CORPORATION$534,6460.07%4,524CommonNONE
80004C200SNDKSANDISK CORP$531,3030.07%922CommonNONE
91680M107UPSTUPSTART HLDGS INC$530,4640.07%13,515CommonNONE
77543R102ROKUROKU INC$529,5980.07%5,563CommonNONE
159864107CRLCHARLES RIV LABS INTL INC$528,5150.07%2,511CommonNONE
02665T306AMHAMERICAN HOMES 4 RENT$527,1470.07%16,831CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$525,9480.06%9,554CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$525,0500.06%4,968CommonNONE
H1467J104CBCHUBB LIMITED$525,0140.06%1,696CommonNONE
38526M106LOPEGRAND CANYON ED INC$524,4750.06%3,017CommonNONE
28414H103ELANELANCO ANIMAL HEALTH INC$523,3790.06%21,735CommonNONE
637417106NNNNNN REIT INC$523,2690.06%12,557CommonNONE
824348106SHWSHERWIN WILLIAMS CO$523,1090.06%1,475CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$522,8760.06%1,037CommonNONE
256677105DGDOLLAR GEN CORP NEW$521,6550.06%3,637CommonNONE
857477103STTSTATE STR CORP$519,8260.06%3,972CommonNONE
880770102TERTERADYNE INC$516,3560.06%2,142CommonNONE
147528103CASYCASEYS GEN STORES INC$516,1320.06%851CommonNONE
90138F102TWLOTWILIO INC$514,7260.06%4,273CommonNONE
833034101SNASNAP ON INC$514,1000.06%1,404CommonNONE
278865100ECLECOLAB INC$512,9500.06%1,819CommonNONE
482480100KLACKLA CORP$511,2210.06%358CommonNONE
49271V100KDPKEURIG DR PEPPER INC$510,8500.06%18,617CommonNONE
171779309CIENCIENA CORP$510,1670.06%2,026CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$507,0940.06%4,774CommonNONE
G29183103ETNEATON CORP PLC$506,0640.06%1,440CommonNONE
609839105MPWRMONOLITHIC PWR SYS INC$503,6300.06%448CommonNONE
45784P101PODDINSULET CORP$502,9220.06%1,966CommonNONE
46434G855RINGISHARES INC$499,3420.06%6,183CommonNONE
57636Q104MAMASTERCARD INCORPORATED$493,5320.06%916CommonNONE
655844108NSCNORFOLK SOUTHN CORP$492,4960.06%1,691CommonNONE
422806208HEI/AHEICO CORP NEW$492,1220.06%1,933CommonNONE
680223104ORIOLD REP INTL CORP$490,6370.06%12,526CommonNONE
64110L106NFLXNETFLIX INC$489,5020.06%5,863CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$488,6480.06%6,006CommonNONE
172908105CTASCINTAS CORP$486,5200.06%2,542CommonNONE
891092108TTCTORO CO$486,0130.06%5,312CommonNONE
31847R102FAFFIRST AMERN FINL CORP$485,5140.06%7,685CommonNONE
297178105ESSESSEX PPTY TR INC$481,9000.06%1,913CommonNONE
697435105PANWPALO ALTO NETWORKS INC$479,0580.06%2,707CommonNONE
192422103CGNXCOGNEX CORP$478,5550.06%12,353CommonNONE
46432F842IEFAISHARES TR$475,8690.06%5,060CommonNONE
92343E102VRSNVERISIGN INC$475,5200.06%1,947CommonNONE
29786A106ETSYETSY INC$475,2630.06%8,974CommonNONE
28618M106ESIELEMENT SOLUTIONS INC$475,2270.06%16,331CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$471,7620.06%1,376CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$469,9880.06%5,025CommonNONE
80689H102SNDRSCHNEIDER NATIONAL INC$465,1870.06%17,332CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$464,4880.06%3,878CommonNONE
91529Y106UNMUNUM GROUP$462,9710.06%6,094CommonNONE
044186104ASHASHLAND INC$462,7370.06%7,566CommonNONE
872590104TMUST-MOBILE US INC$458,7130.06%2,326CommonNONE
44980X109IPGPIPG PHOTONICS CORP$457,8920.06%4,955CommonNONE
679295105OKTAOKTA INC$456,2760.06%5,401CommonNONE
79466L302CRMSALESFORCE INC$453,2880.06%2,135CommonNONE
81762P102NOWSERVICENOW INC$453,0630.06%3,872CommonNONE
00846U101AAGILENT TECHNOLOGIES INC$449,2090.06%3,356CommonNONE
426281101JKHYHENRY JACK & ASSOC INC$446,5910.06%2,492CommonNONE
989701107ZIONZIONS BANCORPORATION N A$445,5920.05%7,438CommonNONE
92939U106WECWEC ENERGY GROUP INC$445,4470.05%4,025CommonNONE
G8473T100STESTERIS PLC$444,0570.05%1,691CommonNONE
682189105ONON SEMICONDUCTOR CORP$442,6470.05%7,391CommonNONE
30040W108ESEVERSOURCE ENERGY$441,6490.05%6,389CommonNONE
052769106ADSKAUTODESK INC$439,2350.05%1,737CommonNONE
H2906T109GRMNGARMIN LTD$437,5720.05%2,170CommonNONE
775711104ROLROLLINS INC$437,4260.05%6,906CommonNONE
911363109URIUNITED RENTALS INC$436,4330.05%558CommonNONE
046353108AZNNASTRAZENECA PLC$434,5350.05%4,684CommonNONE
093712107BEBLOOM ENERGY CORP$433,2210.05%2,862CommonNONE
902973304USBUS BANCORP DEL$431,9040.05%7,697CommonNONE
032095101APHAMPHENOL CORP NEW$430,8030.05%2,990CommonNONE
76680R206RNGRINGCENTRAL INC$430,4620.05%16,633CommonNONE
114340102AZTAAZENTA INC$429,0020.05%11,034CommonNONE
302941109FCNFTI CONSULTING INC$427,9420.05%2,450CommonNONE
02005N100ALLYALLY FINL INC$427,3660.05%10,108CommonNONE
668771108GENGEN DIGITAL INC$426,7240.05%17,788CommonNONE
95082P105WCCWESCO INTL INC$424,6160.05%1,467CommonNONE
443201108HWMHOWMET AEROSPACE INC$424,4910.05%2,040CommonNONE
015271109AREALEXANDRIA REAL ESTATE EQ IN$423,6140.05%7,753CommonNONE
099724106BWABORGWARNER INC$423,2760.05%8,928CommonNONE
337738108FISVFISERV INC$419,9810.05%6,590CommonNONE
461202103INTUINTUIT$415,6160.05%833CommonNONE
889478103TOLTOLL BROTHERS INC$411,5080.05%2,848CommonNONE
00827B106AFRMAFFIRM HLDGS INC$409,1360.05%6,785CommonNONE
980745103WWDWOODWARD INC$409,0600.05%1,287CommonNONE
343498101FLOFLOWERS FOODS INC$408,5460.05%35,743CommonNONE
G0750C108AXTAAXALTA COATING SYS LTD$406,7210.05%12,112CommonNONE
69370C100PTCPTC INC$406,5630.05%2,604CommonNONE
617446448MSMORGAN STANLEY$405,8350.05%2,220CommonNONE
G0692U109AXSAXIS CAP HLDGS LTD$405,5140.05%3,930CommonNONE
743315103PGRPROGRESSIVE CORP$400,5200.05%1,926CommonNONE
09073M104TECHBIO-TECHNE CORP$399,6760.05%6,236CommonNONE
00090Q103ADTADT INC DEL$399,3040.05%49,913CommonNONE
46137V266RPGINVESCO EXCHANGE TRADED FD T$397,5570.05%8,145CommonNONE
31488V107FERGFERGUSON ENTERPRISES INC$395,3720.05%1,566CommonNONE
83088M102SWKSSKYWORKS SOLUTIONS INC$394,7960.05%7,080CommonNONE
256746108DLTRDOLLAR TREE INC$393,8090.05%3,349CommonNONE
74164M108PRIPRIMERICA INC$393,7770.05%1,497CommonNONE
88162G103TTEKTETRA TECH INC NEW$392,8530.05%10,432CommonNONE
125523100CITHE CIGNA GROUP$392,2650.05%1,431CommonNONE
29415F104NVSTENVISTA HOLDINGS CORPORATION$392,1130.05%16,707CommonNONE
229663109CUBECUBESMART$391,1780.05%10,423CommonNONE
577081102MATMATTEL INC$390,2880.05%18,683CommonNONE
075887109BDXBECTON DICKINSON & CO$390,2750.05%1,918CommonNONE
72352L106PINSPINTEREST INC$387,7400.05%17,521CommonNONE
058498106BALLBALL CORP$387,1710.05%6,808CommonNONE
464288760ITAISHARES TR$387,1450.05%1,666CommonNONE
695156109PKGPACKAGING CORP AMER$386,1450.05%1,735CommonNONE
632307104NTRANATERA INC$383,4610.05%1,659CommonNONE
126117100CNACNA FINL CORP$381,0260.05%7,961CommonNONE
596278101MIDDMIDDLEBY CORP$381,0230.05%2,589CommonNONE
47074L105JAMFJAMF HLDG CORP$380,7470.05%29,176CommonNONE
690742101OCOWENS CORNING NEW$379,1990.05%3,164CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$376,6780.05%6,254CommonNONE
723484101PNWPINNACLE WEST CAP CORP$374,0890.05%3,998CommonNONE
05329W102ANAUTONATION INC$374,0890.05%1,825CommonNONE
G0403H108AONAON PLC$373,4160.05%1,068CommonNONE
55261F104MTBM & T BK CORP$373,1340.05%1,684CommonNONE
74736K101QRVOQORVO INC$371,4130.05%4,755CommonNONE
688239201OSKOSHKOSH CORP$371,1990.05%2,581CommonNONE
749685103RPMRPM INTL INC$370,0820.05%3,460CommonNONE
530307305LBRDKLIBERTY BROADBAND CORP$369,8700.05%7,688CommonNONE
23804L103DDOGDATADOG INC$369,8550.05%2,860CommonNONE
G0585R106AGOASSURED GUARANTY LTD$365,4660.05%4,307CommonNONE
G0176J109ALLEALLEGION PLC$363,8690.04%2,200CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$363,2760.04%823CommonNONE
94419L101WWAYFAIR INC$362,5250.04%3,503CommonNONE
501044101KRKROGER CO$362,5190.04%5,768CommonNONE
366651107ITGARTNER INC$362,2060.04%1,728CommonNONE
302520101FNBF N B CORP$361,7430.04%20,612CommonNONE
32051X108FHBFIRST HAWAIIAN INC$360,0450.04%13,561CommonNONE
860630102SFSTIFEL FINL CORP$359,7890.04%2,918CommonNONE
89055F103BLDTOPBUILD CORP$357,5900.04%764CommonNONE
243537107DECKDECKERS OUTDOOR CORP$354,2010.04%2,968CommonNONE
001084102AGCOAGCO CORP$353,6120.04%3,118CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$352,1890.04%475CommonNONE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$351,4720.04%4,292CommonNONE
651639106NEMNEWMONT CORP$351,4310.04%3,128CommonNONE
14020Y300CGMSCAPITAL GRP FIXED INCM ETF T$350,4360.04%12,674CommonNONE
191216100KOCOCA COLA CO$349,5120.04%4,672CommonNONE
718546104PSXPHILLIPS 66$347,7020.04%2,422CommonNONE
594972408MSTRSTRATEGY INC$347,4770.04%2,321CommonNONE
46266C105IQVIQVIA HLDGS INC$341,5430.04%1,484CommonNONE
83601L102SHCSOTERA HEALTH CO$339,0800.04%18,713CommonNONE
74743L100QQNITY ELECTRONICS INC$339,0350.04%3,525CommonNONE
315616102FFIVF5 INC$337,0710.04%1,223CommonNONE
03073E105CORCENCORA INC$336,3460.04%936CommonNONE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$336,2180.04%2,044CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$336,1800.04%1,017CommonNONE
831865209AOSSMITH A O CORP$335,5250.04%4,566CommonNONE
053332102AZOAUTOZONE INC$333,3860.04%90CommonNONE
25754A201DPZDOMINOS PIZZA INC$333,2010.04%812CommonNONE
74834L100DGXQUEST DIAGNOSTICS INC$332,9130.04%1,780CommonNONE
71722W107PHATPHATHOM PHARMACEUTICALS INC$331,5660.04%24,255CommonNONE
13100M509CALXCALIX INC$328,9050.04%7,363CommonNONE
500754106KHCKRAFT HEINZ CO$326,7700.04%13,765CommonNONE
737446104POSTPOST HLDGS INC$325,3460.04%3,180CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$324,1850.04%1,155CommonNONE
277432100EMNEASTMAN CHEM CO$324,0540.04%4,675CommonNONE
525327102LDOSLEIDOS HOLDINGS INC$321,2310.04%1,706CommonNONE
060505104BACBANK AMERICA CORP$321,0700.04%6,035CommonNONE
517834107LVSLAS VEGAS SANDS CORP$320,5460.04%6,079CommonNONE
592688105MTDMETTLER TOLEDO INTERNATIONAL$319,9650.04%233CommonNONE
78463V107GLDSPDR GOLD TR$319,2310.04%717CommonNONE
27579R104EWBCEAST WEST BANCORP INC$318,0350.04%2,779CommonNONE
235851102DHRDANAHER CORPORATION$317,6090.04%1,451CommonNONE
34959E109FTNTFORTINET INC$317,5640.04%3,908CommonNONE
624756102MLIMUELLER INDS INC$316,5260.04%2,325CommonNONE
053807103AVTAVNET INC$316,0220.04%5,065CommonNONE
29084Q100EMEEMCOR GROUP INC$312,7970.04%434CommonNONE
48251W104KKRKKR & CO INC$312,6150.04%2,736CommonNONE
717081103PFEPFIZER INC$310,6760.04%11,750CommonNONE
086516101BBYBEST BUY INC$310,5100.04%4,770CommonNONE
758849103REGREGENCY CTRS CORP$308,3810.04%4,232CommonNONE
918204108VFCV F CORP$308,2810.04%15,737CommonNONE
550021109LULULULULEMON ATHLETICA INC$308,1670.04%1,766CommonNONE
852066208SIISPROTT INC$306,7000.04%2,500CommonNONE
55087P104LYFTLYFT INC$303,6940.04%18,002CommonNONE
742718109PGPROCTER AND GAMBLE CO$303,2580.04%1,998CommonNONE
070830104BBWIBATH & BODY WORKS INC$302,8300.04%13,891CommonNONE
G3265R107APTVAPTIV PLC$302,3180.04%3,991CommonNONE
268150109DTDYNATRACE INC$301,4820.04%7,915CommonNONE
84790A105SPBSPECTRUM BRANDS HLDGS INC NE$300,1380.04%4,711CommonNONE
09062X103BIIBBIOGEN INC$299,5170.04%1,665CommonNONE
109194100BFAMBRIGHT HORIZONS FAM SOL IN D$298,2690.04%3,220CommonNONE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$298,0370.04%5,509CommonNONE
57060D108MKTXMARKETAXESS HLDGS INC$298,0140.04%1,761CommonNONE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$297,6990.04%2,188CommonNONE
146229109CRICARTERS INC$297,5220.04%8,596CommonNONE
98419M100XYLXYLEM INC$297,1160.04%2,155CommonNONE
85208R101CEFSPROTT ASSET MANAGEMENT LP$296,6880.04%5,978CommonNONE
313745101FRTFEDERAL RLTY INVT TR NEW$295,4880.04%2,921CommonNONE
733174700BPOPPOPULAR INC$295,3680.04%2,212CommonNONE
252131107DXCMDEXCOM INC$294,2050.04%4,028CommonNONE
949746101WMT2WELLS FARGO CO NEW$294,1830.04%3,251CommonNONE
11120U105BRXBRIXMOR PPTY GROUP INC$291,3950.04%10,877CommonNONE
74460D109PSAPUBLIC STORAGE OPER CO$290,0530.04%1,050CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$289,8550.04%1,294CommonNONE
37959E102GLGLOBE LIFE INC$289,6950.04%2,066CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$285,8020.04%2,355CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$285,6920.04%880CommonNONE
72346Q104PINNACLE FINL PARTNERS INC$285,3650.04%3,001CommonNONE
693506107PPGPPG INDS INC$283,2070.03%2,449CommonNONE
883203101TXTTEXTRON INC$281,8810.03%3,201CommonNONE
00790R104WMSADVANCED DRAIN SYS INC DEL$281,2790.03%1,850CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$281,1920.03%2,457CommonNONE
G25508105CRHCRH PLC$280,5640.03%2,292CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$280,4990.03%6,976CommonNONE
30063P105EXKEXACT SCIENCES CORP$278,5690.03%2,722CommonNONE
96208T104WEXWEX INC$275,3270.03%1,789CommonNONE
302130109EXPDEXPEDITORS INTL WASH INC$274,3630.03%1,709CommonNONE
05352A100AVTRAVANTOR INC$272,9130.03%24,992CommonNONE
64110D104NTAPNETAPP INC$271,0410.03%2,813CommonNONE
562750109MANHMANHATTAN ASSOCIATES INC$270,4590.03%1,791CommonNONE
022307102ALMSALUMIS INC$269,6840.03%11,003CommonNONE
608190104MHKMOHAWK INDS INC$269,4330.03%2,276CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$269,2880.03%3,364CommonNONE
125896100CMSCMS ENERGY CORP$266,5370.03%3,728CommonNONE
311900104FASTFASTENAL CO$266,1870.03%6,139CommonNONE
205887102CAGCONAGRA BRANDS INC$265,9890.03%14,370CommonNONE
049560105ATOATMOS ENERGY CORP$265,8220.03%1,598CommonNONE
98980F104GTMZOOMINFO TECHNOLOGIES INC$264,7970.03%32,894CommonNONE
925652109VICIVICI PPTYS INC$264,6370.03%9,424CommonNONE
001055102AFLAFLAC INC$264,3940.03%2,383CommonNONE
464287804IJRISHARES TR$264,0190.03%2,078CommonNONE
922907746VTEBVANGUARD MUN BD FDS$262,8110.03%5,198CommonNONE
410867105THGHANOVER INS GROUP INC$262,7850.03%1,509CommonNONE
988498101YUMYUM BRANDS INC$262,5070.03%1,688CommonNONE
650111107NYTNEW YORK TIMES CO$262,4500.03%3,580CommonNONE
45780R101IBPINSTALLED BLDG PRODS INC$261,9190.03%909CommonNONE
30034W106EVRGEVERGY INC$260,5670.03%3,396CommonNONE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$260,2400.03%3,171CommonNONE
303075105FDSFACTSET RESH SYS INC$260,2100.03%1,023CommonNONE
406216101HALHALLIBURTON CO$259,8810.03%7,753CommonNONE
526057104LENLENNAR CORP$259,7370.03%2,375CommonNONE
46434G103IEMGISHARES INC$254,5630.03%3,508CommonNONE
760759100RSGREPUBLIC SVCS INC$254,4510.03%1,183CommonNONE
73278L105POOLPOOL CORP$254,0900.03%1,000CommonNONE
N07059210ASMLASML HOLDING N V$253,2940.03%178CommonNONE
G3223R108EGEVEREST GROUP LTD$251,4510.03%759CommonNONE
922908637VVVANGUARD INDEX FDS$250,5890.03%787CommonNONE
88033G407THCTENET HEALTHCARE CORP$250,4170.03%1,323CommonNONE
929740108WABWABTEC$250,4050.03%1,088CommonNONE
20825C104COPCONOCOPHILLIPS$249,8390.03%2,397CommonNONE
816851109SRESEMPRA$248,9360.03%2,861CommonNONE
46090A804GTOINVESCO ACTIVELY MANAGED EXC$246,3560.03%5,193CommonNONE
55616P104MMACYS INC$246,0660.03%12,291CommonNONE
62944T105NVRNVR INC$244,3430.03%32CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$244,1810.03%818CommonNONE
G6674U108NVCRNOVOCURE LTD$244,1680.03%19,691CommonNONE
705573103PEGAPEGASYSTEMS INC$242,0430.03%5,540CommonNONE
16411R208LNGCHENIERE ENERGY INC$241,7670.03%1,143CommonNONE
011659109ALKALASKA AIR GROUP INC$241,2390.03%4,746CommonNONE
285512109EAELECTRONIC ARTS INC$241,2370.03%1,183CommonNONE
46590V100JBGSJBG SMITH PPTYS$241,1990.03%14,323CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$241,1540.03%13,796CommonNONE
754730109RJFRAYMOND JAMES FINL INC$241,0020.03%1,453CommonNONE
12514G108CDWCDW CORP$240,4030.03%1,902CommonNONE
03076C106AMPAMERIPRISE FINL INC$240,3990.03%456CommonNONE
56418H100MANMANPOWERGROUP INC WIS$239,2330.03%6,585CommonNONE
629377508NRGNRG ENERGY INC$238,8720.03%1,565CommonNONE
Q4982L109IRENIREN LIMITED$237,8530.03%4,426CommonNONE
929089100VOYAVOYA FINANCIAL INC$235,5000.03%3,072CommonNONE
40171V100GWREGUIDEWIRE SOFTWARE INC$235,4910.03%1,673CommonNONE
G9618E107WTMWHITE MTNS INS GROUP LTD$233,1220.03%114CommonNONE
7591EP100RFREGIONS FINANCIAL CORP NEW$232,5600.03%8,160CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$232,1260.03%809CommonNONE
92204A504VHTVANGUARD WORLD FD$232,1220.03%808CommonNONE
59156R108METMETLIFE INC$231,9860.03%2,941CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$231,3410.03%1,023CommonNONE
038222105AMATAPPLIED MATLS INC$231,1130.03%717CommonNONE
744320102PRUPRUDENTIAL FINL INC$230,6640.03%2,076CommonNONE
437076102HDHOME DEPOT INC$230,0330.03%614CommonNONE
55825T103MSGSMADISON SQUARE GRDN SPRT COR$229,9590.03%811CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$229,5200.03%4,356CommonNONE
60871R209TAPMOLSON COORS BEVERAGE CO$228,9590.03%4,766CommonNONE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$228,7760.03%2,415CommonNONE
98138H101WDAYWORKDAY INC$228,3190.03%1,300CommonNONE
773903109ROKROCKWELL AUTOMATION INC$227,2690.03%539CommonNONE
55354G100MSCIMSCI INC$226,0210.03%371CommonNONE
09260D107BXBLACKSTONE INC$224,5960.03%1,577CommonNONE

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.