MondegarAI
Kera Capital Partners, Inc.

Q1 2026 · 13F-HR

Kera Capital Partners, Inc.holdings as filed

Filed 2026-05-06 · accession 0001986152-26-000062

$814.7M
Reported value
570
Positions
2026-03-31
Period end
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The Brief · Kera Capital Partners, Inc. · Q1 2026

AI · grounded in 13F

Kera Capital Partners, Inc. established a new position in SGOV valued at $18.6M. The fund also opened a new position in CRDO for $6.6M and increased its holdings in BILS by 169.99%. On the sell side, the fund reduced its stake in COIN by 91.85% and trimmed its position in GOF by 89.47%.

Holdings as filed

First 500 of 570

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$69.4M8.52%397,834CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$43.6M5.35%67,041CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$29.1M3.57%151,406CommonNONE
78468R523BILSSPDR SERIES TRUST$26.4M3.24%265,419CommonNONE
219350105GLWCORNING INC$19.4M2.38%142,536CommonNONE
46436E718SGOVISHARES TR$18.6M2.29%185,096CommonNONE
92537N108VRTVERTIV HOLDINGS CO$17.6M2.16%70,093CommonNONE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$16.8M2.06%394,613CommonNONE
14020G101CGGRCAPITAL GROUP GROWTH ETF$16.5M2.02%409,768CommonNONE
85207H104PHYSSPROTT ASSET MANAGEMENT LP$12.8M1.57%361,380CommonNONE
85207K107PSLVSPROTT ASSET MANAGEMENT LP$12.8M1.57%523,989CommonNONE
69374H709GCOWPACER FDS TR$11.7M1.43%252,034CommonNONE
00162Q452AMLPALPS ETF TR$11.1M1.36%210,781CommonNONE
02079K107GOOGALPHABET INC$10.8M1.32%37,481CommonNONE
381430107GSIEGOLDMAN SACHS ETF TR$10.3M1.26%238,101CommonNONE
478160104JNJJOHNSON & JOHNSON$9.8M1.20%40,089CommonNONE
040413205ANETARISTA NETWORKS INC$9.7M1.19%79,158CommonNONE
023135106AMZNAMAZON COM INC$9.6M1.18%46,162CommonNONE
885213108TBLDTHORNBURG INCM BUILDER OPP T$9.6M1.18%453,342CommonNONE
75513E101RTXRTX CORPORATION$9.3M1.15%48,425CommonNONE
46625H100JPMJPMORGAN CHASE & CO$8.4M1.03%28,663CommonNONE
464287390ILFISHARES TR$8.1M0.99%228,016CommonNONE
770700102HOODROBINHOOD MKTS INC$8.0M0.99%116,096CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$8.0M0.98%249,227CommonNONE
09290D101BLKBLACKROCK INC$7.8M0.95%8,059CommonNONE
458140100INTCINTEL CORP$7.6M0.94%172,838CommonNONE
922908363VOOVANGUARD INDEX FDS$7.6M0.93%12,681CommonNONE
11135F101AVGOBROADCOM INC$7.5M0.93%24,357CommonNONE
14020X104CGGOCAPITAL GROUP GBL GROWTH EQT$7.5M0.92%225,352CommonNONE
92206C714VONVVANGUARD SCOTTSDALE FDS$7.1M0.88%76,053CommonNONE
464288182AAXJISHARES TR$7.0M0.85%72,316CommonNONE
G6683N103NUNU HLDGS LTD$6.7M0.82%467,665CommonNONE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$6.6M0.81%70,323CommonNONE
922908751VBVANGUARD INDEX FDS$5.9M0.72%22,486CommonNONE
14020Y102CGCPCAPITAL GRP FIXED INCM ETF T$5.7M0.70%256,748CommonNONE
464287200IVVISHARES TR$5.7M0.70%8,720CommonNONE
037833100AAPLAPPLE INC$5.5M0.68%21,832CommonNONE
46817M107JXNJACKSON FINANCIAL INC$5.2M0.64%49,011CommonNONE
02079K305GOOGLALPHABET INC$4.9M0.60%16,904CommonNONE
594918104MSFTMICROSOFT CORP$4.8M0.59%13,009CommonNONE
464287507IJHISHARES TR$4.0M0.49%59,512CommonNONE
464287556IBBISHARES TR$4.0M0.49%23,623CommonNONE
58507V107MDLNMEDLINE INC$4.0M0.49%89,021CommonNONE
718172109PMPHILIP MORRIS INTL INC$3.9M0.48%23,634CommonNONE
92189F676SMHVANECK ETF TRUST$3.8M0.47%9,959CommonNONE
26923G301BBCETFIS SER TR I$3.7M0.46%89,364CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$3.5M0.43%74,788CommonNONE
78464A508SPYVSPDR SERIES TRUST$3.4M0.41%59,648CommonNONE
921910816MGKVANGUARD WORLD FD$3.4M0.41%9,160CommonNONE
464287622IWBISHARES TR$3.4M0.41%9,401CommonNONE
713448108PEPPEPSICO INC$2.9M0.36%18,902CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$2.5M0.30%19,626CommonNONE
58933Y105MRKMERCK & CO INC$2.3M0.28%19,037CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$2.2M0.26%511CommonNONE
580135101MCDMCDONALDS CORP$2.1M0.26%6,732CommonNONE
30303M102METAMETA PLATFORMS INC$2.1M0.25%3,607CommonNONE
46435G326IDEVISHARES TR$1.9M0.24%23,318CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$1.9M0.24%77,572CommonNONE
512807306LRCXLAM RESEARCH CORP$1.9M0.24%9,090CommonNONE
911549103UAMYUNITED STATES ANTIMONY CORP$1.9M0.23%215,008CommonNONE
17275R102CSCOCISCO SYS INC$1.9M0.23%24,013CommonNONE
00287Y109ABBVABBVIE INC$1.9M0.23%8,550CommonNONE
98149E303GLDMWORLD GOLD TR$1.8M0.22%19,768CommonNONE
46436E189ICOPISHARES TR$1.8M0.22%37,840CommonNONE
46428Q109SLVISHARES SILVER TR$1.7M0.20%24,392CommonNONE
931142103WMTWALMART INC$1.6M0.19%12,479CommonNONE
922908769VTIVANGUARD INDEX FDS$1.5M0.18%4,604CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.5M0.18%3,074CommonNONE
194162103CLCOLGATE PALMOLIVE CO$1.5M0.18%17,234CommonNONE
02209S103MOALTRIA GROUP INC$1.4M0.17%21,454CommonNONE
464287614IWFISHARES TR$1.4M0.17%3,217CommonNONE
88160R101TSLATESLA INC$1.3M0.16%3,507CommonNONE
009066101ABNBAIRBNB INC$1.3M0.16%10,178CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$1.3M0.16%25,183CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$1.2M0.15%1,461CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$1.2M0.15%16,950CommonNONE
172967424CCITIGROUP INC$1.2M0.15%10,546CommonNONE
452308109ITWILLINOIS TOOL WKS INC$1.2M0.14%4,524CommonNONE
30231G102XOMEXXON MOBIL CORP$1.2M0.14%6,934CommonNONE
445658107JBHTHUNT J B TRANS SVCS INC$1.2M0.14%5,437CommonNONE
30212P303EXPEEXPEDIA GROUP INC$1.1M0.14%4,786CommonNONE
172755100CRUSCIRRUS LOGIC INC$1.1M0.13%7,484CommonNONE
369604301GEGE AEROSPACE$1.1M0.13%3,803CommonNONE
88025U109TXG10X GENOMICS INC$1.0M0.13%48,937CommonNONE
958102105WDCWESTERN DIGITAL CORP$1.0M0.13%3,799CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$1.0M0.12%11,016CommonNONE
247361702DALDELTA AIR LINES INC$1.0M0.12%15,250CommonNONE
902494103TSNTYSON FOODS INC$982,9720.12%15,342CommonNONE
33829M101FIVEFIVE BELOW INC$979,9510.12%4,289CommonNONE
751212101RLRALPH LAUREN CORP$973,8700.12%2,831CommonNONE
46090E103QQQINVESCO QQQ TR$973,8690.12%1,687CommonNONE
595112103MUMICRON TECHNOLOGY INC$970,9560.12%2,874CommonNONE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$969,2740.12%12,891CommonNONE
231561101CWCURTISS WRIGHT CORP$965,8320.12%1,418CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$943,9930.12%947CommonNONE
501976104KYTXKYVERNA THERAPEUTICS INC$932,7560.11%108,083CommonNONE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$925,0440.11%3,276CommonNONE
002824100ABTABBOTT LABORATORIES$924,3380.11%9,003CommonNONE
512816109LAMRLAMAR ADVERTISING CO$920,6670.11%7,269CommonNONE
231021106CMICUMMINS INC$918,5210.11%1,707CommonNONE
01973R101ALSNALLISON TRANSMISSION HLDGS I$915,3350.11%7,819CommonNONE
228368106CCKCROWN HLDGS INC$911,6220.11%9,093CommonNONE
125269100CFCF INDUSTRIES HOLD$909,3330.11%7,003CommonNONE
369550108GDGENERAL DYNAMICS CORP$907,5380.11%2,644CommonNONE
894164102TNLTRAVEL PLUS LEISURE CO$897,2110.11%12,967CommonNONE
872540109TJXTJX COS INC NEW$897,1950.11%5,618CommonNONE
81762P102NOWSERVICENOW INC$887,4200.11%8,488CommonNONE
98980L101ZNGAZOOM COMMUNICATIONS INC$883,8880.11%10,995CommonNONE
31428X106FDXFEDEX CORP$882,9700.11%2,479CommonNONE
256163106DOCUDOCUSIGN INC$879,8820.11%18,559CommonNONE
90384S303ULTAULTA BEAUTY INC$877,6300.11%1,679CommonNONE
199908104FIXCOMFORT SYS USA INC$864,6270.11%627CommonNONE
532457108LLYELI LILLY & CO$858,1450.11%933CommonNONE
G51502105JCIJOHNSON CONTROLS INTERNATION$855,6690.11%6,534CommonNONE
37045V100GMGENERAL MTRS CO$849,3750.10%11,401CommonNONE
452327109ILMNILLUMINA INC$833,2380.10%6,760CommonNONE
184496107CLHCLEAN HARBORS INC$824,6350.10%2,876CommonNONE
031100100AMEAMETEK INC$815,4370.10%3,804CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$810,3910.10%5,540CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$804,0300.10%12,547CommonNONE
281020107EIXEDISON INTL$803,2240.10%10,976CommonNONE
457187102INGRINGREDION INC$784,2550.10%6,961CommonNONE
G87110105FTITECHNIPFMC PLC$772,3200.09%11,172CommonNONE
166764100CVXCHEVRON CORPORATION$770,4960.09%3,724CommonNONE
171779309CIENCIENA CORP$768,3070.09%1,979CommonNONE
36828A101GEVGE VERNOVA INC$765,5330.09%877CommonNONE
15135B101CNCCENTENE CORP DEL$764,0860.09%23,338CommonNONE
808513105SCHWSCHWAB CHARLES CORP$763,0240.09%8,119CommonNONE
76680R206RNGRINGCENTRAL INC$762,8460.09%20,512CommonNONE
912008109USFDUS FOODS HLDG CORP$759,4420.09%8,236CommonNONE
174610105CFGCITIZENS FINL GROUP INC$758,9520.09%12,656CommonNONE
40412C101HCAHCA HEALTHCARE INC$757,6760.09%1,601CommonNONE
574599106MASMASCO CORP$756,3370.09%12,528CommonNONE
681936100OHIOMEGA HEALTHCARE INVS INC$747,3000.09%17,054CommonNONE
297178105ESSESSEX PPTY TR INC$742,5260.09%3,068CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$741,8570.09%3,565CommonNONE
349381103FIGRFIGURE TECHNOLOGY SOLUTIO$741,8080.09%21,850CommonNONE
G4474Y214JHGJANUS HENDERSON GROUP PLC$740,1810.09%14,409CommonNONE
57667L107MTCHMATCH GROUP INC NEW$737,9610.09%24,030CommonNONE
533900106LECOLINCOLN ELEC HLDGS INC$736,8290.09%2,958CommonNONE
876030107TPRTAPESTRY INC$728,6920.09%5,164CommonNONE
32054K103FRFIRST INDL RLTY TR INC$726,6410.09%12,561CommonNONE
92826C839VVISA INC$726,2860.09%2,403CommonNONE
26884U109EPREPR PPTYS$722,2850.09%14,457CommonNONE
291011104EMREMERSON ELEC CO$717,2380.09%5,474CommonNONE
38526M106LOPEGRAND CANYON ED INC$709,5350.09%4,173CommonNONE
576323109MTZMASTEC INC$704,2890.09%2,189CommonNONE
64110L106NFLXNETFLIX INC.$701,4140.09%7,295CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$699,7800.09%11,538CommonNONE
00724F101ADBEADOBE INC$695,1050.09%2,860CommonNONE
69331C108PCGPG&E CORP$690,5890.08%39,305CommonNONE
426281101JKHYHENRY JACK & ASSOC INC$682,5750.08%4,319CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$681,8220.08%17,747CommonNONE
922908629VOVANGUARD INDEX FDS$677,7450.08%2,360CommonNONE
36467J108GLPIGAMING & LEISURE P$677,0030.08%15,258CommonNONE
032654105ADIANALOG DEVICES INC$674,4570.08%2,120CommonNONE
90138F102TWLOTWILIO INC$672,0050.08%5,341CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$667,5460.08%26,972CommonNONE
969904101WSMWILLIAMS SONOMA INC$664,6300.08%3,645CommonNONE
670346105NUENUCOR CORP$661,5190.08%3,912CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$660,1070.08%3,329CommonNONE
H2906T109GRMNGARMIN LTD$659,8550.08%2,844CommonNONE
103304101BYDBOYD GAMING CORP$658,0350.08%8,007CommonNONE
26614N102DDDUPONT DE NEMOURS INC$651,8800.08%14,233CommonNONE
59522J103MAAMID-AMER APT CMNTYS INC$645,2310.08%5,284CommonNONE
461202103INTUINTUIT$645,1250.08%1,492CommonNONE
G8060N102STSENSATA TECHNOLOGIES HLDG PL$642,6870.08%18,248CommonNONE
149123101CATCATERPILLAR INC$639,4690.08%903CommonNONE
302941109FCNFTI CONSULTING INC$638,4930.08%3,612CommonNONE
880770102TERTERADYNE INC$638,3150.08%2,153CommonNONE
92343E102VRSNVERISIGN INC$636,5510.08%2,563CommonNONE
45337C102INCYINCYTE CORP$635,7810.08%6,755CommonNONE
364760108GAPGAP INC$631,0070.08%26,075CommonNONE
77543R102ROKUROKU INC$629,7910.08%6,656CommonNONE
771049103RBLXROBLOX CORP$626,9680.08%11,085CommonNONE
665859104NTRSNORTHERN TR CORP$626,4080.08%4,488CommonNONE
20030N101CMCSACOMCAST CORP NEW$625,2760.08%21,779CommonNONE
133131102CPTCAMDEN PPTY TR$624,5960.08%6,396CommonNONE
921909768VXUSVANGUARD STAR FDS$622,6890.08%8,075CommonNONE
14040H105COFCAPITAL ONE FINL CORP$619,3620.08%3,395CommonNONE
418056107HASHASBRO INC$618,3580.08%6,606CommonNONE
G3922B107GGENPACT LIMITED$618,0890.08%16,593CommonNONE
06417N103OZKBANK OZK LITTLE ROCK ARK$616,0190.08%13,424CommonNONE
29977A105EVREVERCORE INC$614,3430.08%2,058CommonNONE
552848103MTGMGIC INVT CORP WIS$613,1610.08%23,359CommonNONE
87165B103SYFSYNCHRONY FINANCIAL$608,0530.07%8,939CommonNONE
277276101EGPEASTGROUP PPTYS INC$604,8000.07%3,268CommonNONE
436440101HO1HOLOGIC INC$603,7370.07%7,987CommonNONE
87612E106TGTTARGET CORP$603,2120.07%4,977CommonNONE
872590104TMUST-MOBILE US INC$597,9770.07%2,847CommonNONE
H1467J104CBCHUBB LTD SWITZ$592,5410.07%1,818CommonNONE
362397101GABGABELLI EQUITY TR INC$592,3680.07%105,780CommonNONE
19260Q107COINCOINBASE GLOBAL INC$592,2770.07%3,392CommonNONE
064058100BKBANK NEW YORK MELLON CORP$591,1610.07%4,983CommonNONE
466313103JBLJABIL INC$589,4370.07%2,219CommonNONE
56418H100MANMANPOWERGROUP INC WIS$588,7580.07%19,985CommonNONE
91680M107UPSTUPSTART HLDGS INC$588,5910.07%22,947CommonNONE
147528103CASYCASEYS GEN STORES INC$587,3830.07%807CommonNONE
770323103RHIROBERT HALF INC.$587,2230.07%23,119CommonNONE
209115104EDCONSOLIDATED EDISON INC$584,5450.07%5,165CommonNONE
126650100CVSCVS HEALTH CORP$584,0560.07%8,132CommonNONE
G491BT108IVZINVESCO LTD$582,7640.07%23,992CommonNONE
539830109LMTLOCKHEED MARTIN CORP$579,6180.07%959CommonNONE
920253101VMIVALMONT INDS INC$573,4100.07%1,435CommonNONE
74164M108PRIPRIMERICA INC$571,8540.07%2,283CommonNONE
192422103CGNXCOGNEX CORP$569,3130.07%11,621CommonNONE
35137L105FOXAFOX CORP$564,8750.07%9,673CommonNONE
G87052109TELTE CONNECTIVITY PLC$563,9600.07%2,698CommonNONE
257651109DCIDONALDSON INC$559,6740.07%6,594CommonNONE
91529Y106UNMUNUM GROUP$559,1330.07%7,656CommonNONE
55306N104MKSIMKS INC.$559,1280.07%2,433CommonNONE
268150109DTDYNATRACE INC$556,3270.07%15,044CommonNONE
553530106MSMMSC INDL DIRECT INC$553,5890.07%6,000CommonNONE
637417106NNNNNN REIT INC$553,1820.07%13,162CommonNONE
913903100UHSUNIVERSAL HLTH SVCS INC$552,4930.07%3,087CommonNONE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$552,1880.07%7,611CommonNONE
44980X109IPGPIPG PHOTONICS CORP$549,9170.07%4,799CommonNONE
G39108108GTESGATES INDL CORP PLC$543,8160.07%24,052CommonNONE
086516101BBYBEST BUY INC$538,6860.07%8,391CommonNONE
548661107LOWLOWES COS INC$536,1190.07%2,269CommonNONE
98138H101WDAYWORKDAY INC$536,0500.07%4,126CommonNONE
419870100HEHAWAIIAN ELEC INDS INC MTN B$534,3740.07%36,009CommonNONE
98585X104YETIYETI HLDGS INC$534,2510.07%14,601CommonNONE
256746108DLTRDOLLAR TREE INC$533,2040.07%4,869CommonNONE
60937P106MDBMONGODB INC$533,1090.07%2,178CommonNONE
833034101SNASNAP ON INC$532,2260.07%1,465CommonNONE
28618M106ESIELEMENT SOLUTIONS INC$532,0820.07%15,585CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$530,6100.07%6,626CommonNONE
30040W108ESEVERSOURCE ENERGY$529,7830.07%7,647CommonNONE
857477103STTSTATE STR CORP$526,5380.06%4,160CommonNONE
40171V100GWREGUIDEWIRE SOFTWARE INC$522,1140.06%3,491CommonNONE
58506Q109MEDPMEDPACE HLDGS INC$516,2040.06%1,075CommonNONE
443201108HWMHOWMET AEROSPACE INC$515,7800.06%2,238CommonNONE
G29183103ETNEATON CORP PLC$513,2830.06%1,435CommonNONE
824348106SHWSHERWIN WILLIAMS CO$510,9700.06%1,594CommonNONE
891092108TTCTORO CO$510,4270.06%5,463CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$508,8530.06%3,882CommonNONE
053611109AVYAVERY DENNISON CORP$507,9230.06%2,941CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$507,3710.06%1,470CommonNONE
28414H103ELANELANCO ANIMAL HEALTH INC$506,0960.06%21,149CommonNONE
422806109HEIHEICO CORP NEW$505,0780.06%1,842CommonNONE
747525103QCOMQUALCOMM INC$504,8420.06%3,920CommonNONE
34959E109FTNTFORTINET INC$504,3760.06%6,172CommonNONE
315616102FFIVF5 INC$504,0130.06%1,742CommonNONE
679295105OKTAOKTA INC$503,2720.06%6,394CommonNONE
80689H102SNDRSCHNEIDER NATIONAL INC$500,5990.06%18,991CommonNONE
143658300CCL1EURCARNIVAL CORP$500,1240.06%19,325CommonNONE
172908105CTASCINTAS CORP$499,6460.06%2,954CommonNONE
31847R102FAFFIRST AMERN FINL CORP$496,7810.06%8,240CommonNONE
95082P105WCCWESCO INTL INC$493,0910.06%1,802CommonNONE
500754106KHCKRAFT HEINZ CO$492,7570.06%21,910CommonNONE
92939U106WECWEC ENERGY GROUP INC$492,4860.06%4,254CommonNONE
743315103PGRPROGRESSIVE CORP$492,3440.06%2,484CommonNONE
70438V106PCTYPAYLOCITY HLDG CORP$492,0140.06%4,554CommonNONE
680223104ORIOLD REP INTL CORP$491,4810.06%12,318CommonNONE
617446448MSMORGAN STANLEY$491,2660.06%2,985CommonNONE
229663109CUBECUBESMART$491,1860.06%13,402CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$490,0320.06%1,063CommonNONE
46434G855RINGISHARES INC$488,3360.06%6,183CommonNONE
482480100KLACKLA CORP$487,3910.06%331CommonNONE
125523100CITHE CIGNA GROUP$484,9790.06%1,818CommonNONE
980745103WWDWOODWARD INC$483,1920.06%1,350CommonNONE
099724106BWABORGWARNER INC$481,9370.06%8,882CommonNONE
254687106DISDISNEY WALT CO$480,8020.06%4,989CommonNONE
278865100ECLECOLAB INC$479,9100.06%1,804CommonNONE
256677105DGDOLLAR GEN CORP$479,6690.06%4,040CommonNONE
745867101PHMPULTE GROUP INC$478,3480.06%4,067CommonNONE
446413106HIIHUNTINGTON INGALLS INDS INC$476,3950.06%1,254CommonNONE
718546104PSXPHILLIPS 66$472,3930.06%2,593CommonNONE
609839105MPWRMONOLITHIC PWR SYS INC$471,2450.06%431CommonNONE
989701107ZIONZIONS BANCORPORATION NATL AS$469,9420.06%8,156CommonNONE
615369105MCOMOODYS CORP$469,8450.06%1,077CommonNONE
530307305LBRDKLIBERTY BROADBAND CORP$469,4500.06%9,333CommonNONE
833445109SNOWSNOWFLAKE INC$468,2960.06%3,105CommonNONE
46432F842IEFAISHARES TR$467,2020.06%5,161CommonNONE
29415F104NVSTENVISTA HOLDINGS CORPORATION$464,6770.06%18,316CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$463,1940.06%2,822CommonNONE
G0585R106AGOASSURED GUARANTY LTD$462,2590.06%5,673CommonNONE
052769106ADSKAUTODESK INC$462,0420.06%1,930CommonNONE
655844108NSCNORFOLK SOUTHN CORP$461,2200.06%1,607CommonNONE
122017106BURLBURLINGTON STORES INC$460,4130.06%1,415CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$458,1760.06%593CommonNONE
723484101PNWPINNACLE WEST CAP CORP$456,9450.06%4,535CommonNONE
G5960L103MDTMEDTRONIC PLC$455,4220.06%5,256CommonNONE
911312106UPSUNITED PARCEL SVCS INC$454,6140.06%4,621CommonNONE
46266C105IQVIQVIA HLDGS INC$454,3190.06%2,664CommonNONE
026874784AIGAMERICAN INTL GROUP INC$451,2150.06%5,996CommonNONE
79466L302CRMSALESFORCE INC$449,5440.06%2,408CommonNONE
902973304USBUS BANCORP$448,8690.06%8,630CommonNONE
682189105ONON SEMICONDUCTOR CORP$448,3010.06%7,240CommonNONE
044186104ASHASHLAND INC$446,4930.05%8,029CommonNONE
925652109VICIVICI PPTYS INC$444,7530.05%16,279CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$444,5250.05%9,828CommonNONE
410867105THGHANOVER INS GROUP INC$443,4480.05%2,558CommonNONE
617700109MORNMORNINGSTAR INC$439,7100.05%2,601CommonNONE
431284108HIWHIGHWOODS PPTYS INC$438,4170.05%20,477CommonNONE
058498106BALLBALL CORP$435,9360.05%7,375CommonNONE
G0692U109AXSAXIS CAP HLDGS LTD$433,8480.05%4,278CommonNONE
910047109UALUNITED AIRLS HLDGS INC$430,8880.05%4,680CommonNONE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$429,0490.05%6,993CommonNONE
45073V108ITTITT INC$428,1210.05%2,247CommonNONE
35671D857FCXFREEPORT MCMORAN INC$427,6250.05%7,275CommonNONE
40167F101GOFGUGGENHEIM STRATEGIC OPPORTU$420,9280.05%38,197CommonNONE
550021109LULULULULEMON ATHLETICA INC$419,9050.05%2,743CommonNONE
G0593M107AZNASTRAZENECA PLC$418,3040.05%2,121CommonNONE
74736K101QRVOQORVO INC$417,9600.05%5,400CommonNONE
G0176J109ALLEALLEGION PLC$417,7220.05%2,875CommonNONE
889478103TOLTOLL BROTHERS INC$410,2290.05%3,006CommonNONE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$409,2930.05%2,165CommonNONE
126117100CNACNA FINL CORP$407,3760.05%8,871CommonNONE
032095101APHAMPHENOL CORP$405,7130.05%3,211CommonNONE
596278101MIDDMIDDLEBY CORP$400,7890.05%3,023CommonNONE
96208T104WEXWEX INC$400,2000.05%2,615CommonNONE
02005N100ALLYALLY FINL INC$399,5970.05%10,186CommonNONE
501044101KRKROGER CO$399,0650.05%5,515CommonNONE
260557103DOWDOW HLDGS INC$398,8820.05%9,577CommonNONE
651639106NEMNEWMONT CORP$398,4680.05%3,681CommonNONE
29084Q100EMEEMCOR GROUP INC$397,2110.05%538CommonNONE
015271109AREALEXANDRIA REAL ESTATE EQ IN$393,5410.05%8,478CommonNONE
235851102DHRDANAHER CORP DEL$392,4720.05%2,070CommonNONE
G0403H108AONAON PLC$392,1780.05%1,215CommonNONE
313745101FRTFEDERAL RLTY INVT TR NEW$391,3840.05%3,685CommonNONE
32051X108FHBFIRST HAWAIIAN INC$391,0120.05%15,869CommonNONE
760759100RSGREPUBLIC SVCS INC$390,2940.05%1,782CommonNONE
093712107BEBLOOM ENERGY CORP$388,8560.05%2,870CommonNONE
222795502CUZCOUSINS PPTYS INC$388,1760.05%17,199CommonNONE
695156109PKGPACKAGING CORP AMER$386,2610.05%1,820CommonNONE
83088M102SWKSSKYWORKS SOLUTIONS INC$384,6650.05%7,183CommonNONE
45784P101PODDINSULET CORP$384,2170.05%1,831CommonNONE
74743L100QQNITY ELECTRONICS INC$381,9080.05%3,310CommonNONE
46137V266RPGINVESCO EXCHANGE TRADED FD T$380,6970.05%8,145CommonNONE
78409V104SPGIS&P GLOBAL INC$379,8290.05%893CommonNONE
00846U101AAGILENT TECHNOLOGIES INC$379,2190.05%3,327CommonNONE
060505104BACBANK AMERICA CORP$379,1380.05%7,777CommonNONE
25754A201DPZDOMINOS PIZZA INC$378,5450.05%1,055CommonNONE
688239201OSKOSHKOSH CORP$378,1820.05%2,569CommonNONE
57636Q104MAMASTERCARD INCORPORATED$377,2430.05%755CommonNONE
159864107CRLCHARLES RIV LABS INTL INC$374,4980.05%2,171CommonNONE
92345Y106VRSKVERISK ANALYTICS INC$372,8640.05%1,965CommonNONE
29414B104EPAMEPAM SYS INC$372,7560.05%2,753CommonNONE
761152107RMDRESMED INC$372,4270.05%1,659CommonNONE
650111107NYTNEW YORK TIMES CO MTN BE$372,0960.05%4,444CommonNONE
278642103EBAYEBAY INC.$370,3980.05%4,069CommonNONE
100557107SAMBOSTON BEER INC$368,6400.05%1,600CommonNONE
464288760ITAISHARES TR$366,1880.04%1,674CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$366,1330.04%2,796CommonNONE
55261F104MTBM & T BK CORP$363,4260.04%1,758CommonNONE
13100M509CALXCALIX INC$362,4770.04%7,399CommonNONE
191216100KOCOCA COLA CO$362,3020.04%4,764CommonNONE
758849103REGREGENCY CTRS CORP$361,2710.04%4,775CommonNONE
831865209AOSSMITH A O CORP$361,1300.04%5,477CommonNONE
517834107LVSLAS VEGAS SANDS CORP$359,9180.04%6,680CommonNONE
29786A106ETSYETSY INC$358,7560.04%7,178CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$358,0060.04%917CommonNONE
852066208SIISPROTT INC$357,2500.04%2,500CommonNONE
337738108FISVFISERV INC$353,4930.04%6,335CommonNONE
216648501COOCOOPER COS INC$353,1390.04%4,939CommonNONE
277432100EMNEASTMAN CHEM CO$352,9620.04%4,625CommonNONE
464288356CMFISHARES TR$352,7030.04%6,203CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$351,0250.04%6,976CommonNONE
608190104MHKMOHAWK INDS INC$350,6160.04%3,561CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$349,3880.04%1,149CommonNONE
049560105ATOATMOS ENERGY CORP$349,1380.04%1,890CommonNONE
302520101FNBF N B CORP$348,8730.04%20,866CommonNONE
882681109TXRHTEXAS ROADHOUSE INC$348,4450.04%2,110CommonNONE
592688105MTDMETTLER TOLEDO INTERNATIONAL$348,0910.04%276CommonNONE
88162G103TTEKTETRA TECH INC NEW$347,3380.04%11,532CommonNONE
001084102AGCOAGCO CORP$346,3350.04%2,989CommonNONE
12514G108CDWCDW CORP$339,8350.04%2,808CommonNONE
23804L103DDOGDATADOG INC$339,7480.04%2,878CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$339,6400.04%1,005CommonNONE
49427F108KRCKILROY REALTY CORP$339,1710.04%12,023CommonNONE
94106L109WMWASTE MGMT INC DEL$338,0210.04%1,471CommonNONE
911363109URIUNITED RENTALS INC$337,3640.04%463CommonNONE
89400J107TRUTRANSUNION$337,2320.04%4,874CommonNONE
16411R208LNGCHENIERE ENERGY INC$335,1210.04%1,181CommonNONE
717081103PFEPFIZER INC$331,9930.04%11,823CommonNONE
733174700BPOPPOPULAR INC$331,6680.04%2,472CommonNONE
69370C100PTCPTC INC$330,7190.04%2,321CommonNONE
80004C200SNDKSANDISK CORP$329,7410.04%519CommonNONE
31488V107FERGFERGUSON ENTERPRISES INC$329,1570.04%1,411CommonNONE
37959E102GLGLOBE LIFE INC$327,1890.04%2,351CommonNONE
929740108WABWABTEC$326,4010.04%1,306CommonNONE
422806208HEI/AHEICO CORP NEW$326,3450.04%1,546CommonNONE
30034W106EVRGEVERGY INC$324,0960.04%3,956CommonNONE
49271V100KDPKEURIG DR PEPPER INC$322,1740.04%12,236CommonNONE
20602D101CNXCCONCENTRIX CORP$321,5230.04%11,752CommonNONE
74834L100DGXQUEST DIAGNOSTICS INC$320,2310.04%1,634CommonNONE
11120U105BRXBRIXMOR PPTY GROUP INC$318,4130.04%11,056CommonNONE
88076W103TDCTERADATA CORP DEL$317,4530.04%12,386CommonNONE
737446104POSTPOST HLDGS INC$316,4510.04%3,201CommonNONE
09062X103BIIBBIOGEN INC$315,8780.04%1,723CommonNONE
27579R104EWBCEAST WEST BANCORP INC$314,9500.04%2,950CommonNONE
78463V107GLDSPDR GOLD TR$314,7370.04%731CommonNONE
55354G100MSCIMSCI INC$313,1650.04%581CommonNONE
20825C104COPCONOCOPHILLIPS$308,6160.04%2,338CommonNONE
406216101HALHALLIBURTON CO$308,1770.04%7,904CommonNONE
883203101TXTTEXTRON INC$307,6860.04%3,514CommonNONE
343498101FLOFLOWERS FOODS INC$307,4800.04%37,728CommonNONE
742718109PGPROCTER & GAMBLE CO$307,1260.04%2,126CommonNONE
84790A105SPBSPECTRUM BRANDS HOLDINGS INC$305,8550.04%4,150CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$305,7250.04%1,111CommonNONE
02665T306AMHAMERICAN HOMES 4 RENT$305,5290.04%10,943CommonNONE
816851109SRESEMPRA$305,4050.04%3,143CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$305,2720.04%3,082CommonNONE
125896100CMSCMS ENERGY CORP$305,2280.04%3,934CommonNONE
57164Y107VACMARRIOTT VACATIONS WORLDWIDE$304,1100.04%4,670CommonNONE
78467J100SSNCSS&C TECH HLDGS$303,1190.04%4,486CommonNONE
30161N101EXCEXELON CORP$300,8420.04%6,137CommonNONE
05329W102ANAUTONATION INC$298,5530.04%1,529CommonNONE
632307104NTRANATERA INC$298,1850.04%1,491CommonNONE
71722W107PHATPHATHOM PHARMACEUTICALS INC$298,0370.04%26,826CommonNONE
88033G407THCTENET HEALTHCARE CORP$296,6520.04%1,572CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$295,9920.04%4,115CommonNONE
55825T103MSGSMADISON SQUARE GRDN SPRT COR$295,0450.04%918CommonNONE
46434G103IEMGISHARES INC$294,9950.04%4,229CommonNONE
146229109CRICARTERS INC$294,5430.04%8,237CommonNONE
03073E105CORCENCORA INC$294,1360.04%936CommonNONE
001055102AFLAFLAC INC$294,1330.04%2,681CommonNONE
775711104ROLROLLINS INC$292,8470.04%5,483CommonNONE
78410G104SBACSBA COMMUNICATIONS CORP$292,2880.04%1,698CommonNONE
690742101OCOWENS CORNING NEW$292,2170.04%2,700CommonNONE
205887102CAGCONAGRA BRANDS INC$291,0720.04%18,516CommonNONE
57060D108MKTXMARKETAXESS HLDGS INC$290,5300.04%1,761CommonNONE
922475108VEEVVEEVA SYS INC$290,1900.04%1,652CommonNONE
918204108VFCV F CORP$289,8430.04%17,060CommonNONE
243537107DECKDECKERS OUTDOOR CORP$289,6600.04%2,894CommonNONE
48251W104KKRKKR & CO INC$288,9700.04%3,124CommonNONE
778296103ROSTROSS STORES INC$288,1180.04%1,330CommonNONE
053332102AZOAUTOZONE INC$287,1110.04%85CommonNONE
053807103AVTAVNET INC$286,7390.04%4,653CommonNONE
693506107PPGPPG INDS INC$286,0380.04%2,676CommonNONE
705573103PEGAPEGASYSTEMS INC$285,3650.04%6,705CommonNONE
85208R101CEFSPROTT ASSET MANAGEMENT LP$285,2700.04%5,978CommonNONE
98978V103ZTSZOETIS INC$284,8940.03%2,410CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$284,3770.03%1,322CommonNONE
743606105PBPROSPERITY BANCSHARES INC$283,6530.03%4,222CommonNONE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$279,2940.03%471CommonNONE
N53745100LYBLYONDELLBASELL INDUSTRIES NV$278,8180.03%3,461CommonNONE
311900104FASTFASTENAL CO$278,5860.03%6,004CommonNONE
65249B109NWSANEWS CORP NEW$278,3290.03%11,164CommonNONE
624756102MLIMUELLER INDS INC$277,7760.03%2,507CommonNONE
25809K105DASHDOORDASH INC$277,1770.03%1,846CommonNONE
89055F103BLDTOPBUILD COR$277,1760.03%789CommonNONE
302130109EXPDEXPEDITORS INTL WASH INC$276,5770.03%1,931CommonNONE
594972408MSTRSTRATEGY INC$275,1840.03%2,205CommonNONE
070830104BBWIBATH & BODY WORKS INC$275,0940.03%14,735CommonNONE
G9618E107WTMWHITE MTNS INS GROUP LTD$274,6200.03%125CommonNONE
04247X102AWIARMSTRONG WORLD INDS INC NEW$273,0740.03%1,657CommonNONE
860630102SFSTIFEL FINL CORP$272,8390.03%3,691CommonNONE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$272,4380.03%2,068CommonNONE
25434V609DFATDIMENSIONAL ETF TRUST$268,4100.03%4,298CommonNONE
447011107HUNHUNTSMAN CORP$268,1030.03%20,143CommonNONE
049468101TEAMATLASSIAN CORPORATION$267,8810.03%3,925CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$267,8010.03%959CommonNONE
629377508NRGNRG ENERGY INC$267,2990.03%1,829CommonNONE
674599105OXYOCCIDENTAL PETE CORP$266,8900.03%4,106CommonNONE
14020Y300CGMSCAPITAL GRP FIXED INCM ETF T$265,2750.03%9,742CommonNONE
233331107DTEDTE ENERGY CO$264,9870.03%1,812CommonNONE
697435105PANWPALO ALTO NETWORKS INC$264,5280.03%1,650CommonNONE
74460D109PSAPUBLIC STORAGE OPER CO$264,1850.03%975CommonNONE
98419M100XYLXYLEM INC$263,9830.03%2,209CommonNONE
038222105AMATAPPLIED MATLS INC$262,8480.03%769CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$262,7430.03%971CommonNONE
949746101WMT2WELLS FARGO & CO$262,7130.03%3,300CommonNONE
98980F104GTMZOOMINFO TECHNOLOGIES INC$262,2110.03%43,848CommonNONE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$261,7130.03%2,904CommonNONE
285512109EAELECTRONIC ARTS INC$260,7500.03%1,279CommonNONE
252131107DXCMDEXCOM INC$260,6200.03%4,150CommonNONE
G25508105CRHCRH PLC$259,1210.03%2,465CommonNONE
988498101YUMYUM BRANDS INC$259,0530.03%1,666CommonNONE
464287804IJRISHARES TR$258,5330.03%2,080CommonNONE
922907746VTEBVANGUARD MUN BD FDS$258,5300.03%5,182CommonNONE
379577208GMEDGLOBUS MED INC$257,1880.03%2,985CommonNONE
042735100ARWARROW ELECTRS INC$252,8320.03%1,763CommonNONE
835495102SONSONOCO PRODS CO$252,8030.03%4,674CommonNONE
075887109BDXBECTON DICKINSON & CO$252,6690.03%1,607CommonNONE
00827B106AFRMAFFIRM HLDGS INC$251,6890.03%5,493CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$250,9820.03%1,447CommonNONE
47233W109JEFJEFFERIES FINANCIAL GROUP IN$250,7550.03%6,076CommonNONE
097023105BABOEING CO$249,5840.03%1,254CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$248,8030.03%853CommonNONE
922908637VVVANGUARD INDEX FDS$246,5510.03%825CommonNONE
09073M104TECHBIO-TECHNE CORP$244,5360.03%4,679CommonNONE
525327102LDOSLEIDOS HOLDINGS INC$244,5070.03%1,572CommonNONE
023608102AEEAMEREN CORP$244,0600.03%2,220CommonNONE
022307102ALMSALUMIS INC$242,3960.03%11,003CommonNONE
58155Q103MCKMCKESSON CORP$242,3030.03%280CommonNONE
020002101ALLALLSTATE CORP$241,7580.03%1,166CommonNONE
45780R101IBPINSTALLED BLDG PRODS INC$241,0210.03%909CommonNONE
00090Q103ADTADT INC DEL$240,6720.03%36,632CommonNONE
540424108LLOEWS CORP$240,3820.03%2,252CommonNONE
370334104GISGENERAL MILLS INC$237,5010.03%6,381CommonNONE
31620M106FISFIDELITY NATL INFORMATION SV$235,8790.03%5,028CommonNONE
N97284108NBISNEBIUS GROUP N.V.$234,4980.03%2,260CommonNONE
G6674U108NVCRNOVOCURE LTD$233,8490.03%21,454CommonNONE
855244109SBUXSTARBUCKS CORP$233,8390.03%2,610CommonNONE
44107P104HSTHOST HOTELS & RESORTS INC$232,9660.03%12,159CommonNONE
68268W103OMFONEMAIN HLDGS INC$232,7060.03%4,350CommonNONE
143130102KMXCARMAX INC$232,4740.03%5,591CommonNONE

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.