MondegarAI
Breakwater Investment Management

Q4 2024 · 13F-HR/A

Breakwater Investment Managementholdings as filed

Filed 2025-01-16 · accession 0002025925-25-000003

$235.2M
Reported value
309
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908769VTIVANGUARD INDEX FDS$34.9M14.8%120,315CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$21.5M9.12%945,384CommonNONE
921909768VXUSVANGUARD STAR FDS$13.9M5.90%235,531CommonNONE
921937835BNDVANGUARD BD INDEX FDS$12.8M5.43%177,767CommonNONE
594918104MSFTMICROSOFT CORP$11.6M4.93%27,541CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$11.4M4.87%233,365CommonNONE
78464A805SPTMSPDR SER TR$7.1M3.01%99,161CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$5.5M2.35%96,403CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$5.5M2.33%46,750CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$5.4M2.29%42,253CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$5.1M2.17%8,695CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$4.8M2.06%109,942CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$4.8M2.02%24,272CommonNONE
921910816MGKVANGUARD WORLD FD$4.6M1.97%13,511CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$4.5M1.92%243,522CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$4.4M1.87%161,099CommonNONE
921910840MGVVANGUARD WORLD FD$4.1M1.76%33,120CommonNONE
808524839SCHZSCHWAB STRATEGIC TR$4.0M1.70%176,609CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$3.6M1.55%62,541CommonNONE
808524862SCHOSCHWAB STRATEGIC TR$3.2M1.35%132,221CommonNONE
46435G672IAGGISHARES TR$2.7M1.17%55,060CommonNONE
78464A649SPABSPDR SER TR$2.6M1.10%103,776CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$2.1M0.89%30,843CommonNONE
808524706SCHESCHWAB STRATEGIC TR$2.1M0.88%77,935CommonNONE
922908553VNQVANGUARD INDEX FDS$2.0M0.86%22,653CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$1.9M0.82%56,332CommonNONE
78463X855GIISPDR INDEX SHS FDS$1.9M0.80%31,641CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$1.8M0.78%79,062CommonNONE
921946885VWOBVANGUARD WHITEHALL FDS$1.8M0.77%28,746CommonNONE
464286210EUHYISHARES INC$1.6M0.69%34,296CommonNONE
92206C706VGITVANGUARD SCOTTSDALE FDS$1.6M0.66%26,808CommonNONE
921910873MGCVANGUARD WORLD FD$1.5M0.63%6,934CommonNONE
808524870SCHPSCHWAB STRATEGIC TR$1.5M0.62%56,202CommonNONE
922020805VTIPVANGUARD MALVERN FDS$1.4M0.58%28,036CommonNONE
023135106AMZNAMAZON COM INC$1.3M0.56%6,014CommonNONE
922908736VUGVANGUARD INDEX FDS$1.3M0.54%3,108CommonNONE
808524847SCHHSCHWAB STRATEGIC TR$1.2M0.51%57,087CommonNONE
46429B747STIPISHARES TR$1.2M0.51%11,893CommonNONE
921946810VIGIVANGUARD WHITEHALL FDS$1.2M0.50%14,788CommonNONE
92206C573VTCVANGUARD SCOTTSDALE FDS$1.1M0.48%15,046CommonNONE
46641Q191BBEUJ P MORGAN EXCHANGE TRADED F$1.1M0.46%19,672CommonNONE
464288414MUBISHARES TR$1.1M0.45%9,973CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$928,3300.39%19,413CommonNONE
922042676VNQIVANGUARD INTL EQUITY INDEX F$923,9640.39%23,356CommonNONE
922908637VVVANGUARD INDEX FDS$830,1370.35%3,078CommonNONE
02079K305GOOGLALPHABET INC$808,5010.34%4,271CommonNONE
29287L106VOTETCW ETF TRUST$780,2980.33%11,344CommonNONE
78468R101SPTSSPDR SER TR$775,2640.33%26,724CommonNONE
922907746VTEBVANGUARD MUN BD FDS$682,4700.29%13,614CommonNONE
46428R107GSGISHARES S&P GSCI COMMODITY-$586,2450.25%26,929CommonNONE
922042874VGKVANGUARD INTL EQUITY INDEX F$534,1640.23%8,416CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$531,8310.23%7,032CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$528,4780.22%2,273CommonNONE
922908744VTVVANGUARD INDEX FDS$520,9370.22%3,077CommonNONE
78463V107GLDSPDR GOLD TR$518,6430.22%2,142CommonNONE
921937827BSVVANGUARD BD INDEX FDS$514,9280.22%6,664CommonNONE
921937819BIVVANGUARD BD INDEX FDS$485,8140.21%6,501CommonNONE
464288182AAXJISHARES TR$479,0590.20%6,637CommonNONE
78464A474SPSBSPDR SER TR$473,4910.20%15,857CommonNONE
922020748VCRBVANGUARD MALVERN FDS$463,0480.20%6,108CommonNONE
72201R205STPZPIMCO ETF TR$457,0430.19%8,739CommonNONE
037833100AAPLAPPLE INC$392,1580.17%1,566CommonNONE
92204A702VGTVANGUARD WORLD FD$371,2150.16%597CommonNONE
464288174WOODISHARES TR$369,5620.16%4,841CommonNONE
78464A144SPBOSPDR SER TR$352,3580.15%12,303CommonNONE
464287655IWMISHARES TR$332,3240.14%1,504CommonNONE
464287200IVVISHARES TR$264,3180.11%449CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$261,0220.11%3,346CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$256,7840.11%3,199CommonNONE
30303M102METAMETA PLATFORMS INC$246,5000.10%421CommonNONE
58933Y105MRKMERCK & CO INC$244,8210.10%2,461CommonNONE
02079K107GOOGALPHABET INC$244,5250.10%1,284CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$235,4040.10%451CommonNONE
922908751VBVANGUARD INDEX FDS$228,5070.10%951CommonNONE
46137V613PRFINVESCO EXCHANGE TRADED FD T$225,9040.10%5,600CommonNONE
922042866VPLVANGUARD INTL EQUITY INDEX F$224,2740.10%3,157CommonNONE
191216100KOCOCA COLA CO$220,1520.09%3,536CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$216,4410.09%380CommonNONE
808524789FNDBSCHWAB STRATEGIC TR$211,3640.09%9,087CommonNONE
464287168DVYISHARES TR$204,5500.09%1,558CommonNONE
464288281EMBISHARES TR$201,9430.09%2,268CommonNONE
464287572IOOISHARES TR$200,5330.09%1,990CommonNONE
78464A854SPYMSPDR SER TR$199,0300.08%2,887CommonNONE
36828A101GEVGE VERNOVA INC$197,3580.08%600CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$187,3610.08%4,883CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$186,2430.08%358CommonNONE
92204A603VISVANGUARD WORLD FD$185,9600.08%731CommonNONE
808524607SCHASCHWAB STRATEGIC TR$183,4510.08%7,094CommonNONE
78464A888XHBSPDR SER TR$182,9800.08%1,751CommonNONE
17275R102CSCOCISCO SYS INC$177,1270.08%2,992CommonNONE
931142103WMTWALMART INC$175,8160.07%1,946CommonNONE
682143102OMEROMEROS CORP$168,4350.07%17,048CommonNONE
464287325IXJISHARES TR$167,4700.07%1,948CommonNONE
H2906T109GRMNGARMIN LTD$162,9460.07%790CommonNONE
92206C847VGLTVANGUARD SCOTTSDALE FDS$156,6410.07%2,830CommonNONE
67066G104NVDANVIDIA CORPORATION$151,7480.06%1,130CommonNONE
30231G102XOMEXXON MOBIL CORP$150,9210.06%1,403CommonNONE
464287234EEMISHARES TR$150,5940.06%3,601CommonNONE
922908629VOVANGUARD INDEX FDS$148,7060.06%563CommonNONE
03076C106AMPAMERIPRISE FINL INC$138,9650.06%261CommonNONE
343412102FLRFLUOR CORP NEW$133,1640.06%2,700CommonNONE
97717X511AGGYWISDOMTREE TR$131,3790.06%3,061CommonNONE
464289529INDYISHARES TR$130,4050.06%2,565CommonNONE
855244109SBUXSTARBUCKS CORP$129,2100.05%1,416CommonNONE
808524771FNDXSCHWAB STRATEGIC TR$127,5880.05%5,388CommonNONE
00724F101ADBEADOBE INC$123,6220.05%278CommonNONE
46434V647REETISHARES TR$122,1280.05%5,095CommonNONE
922908363VOOVANGUARD INDEX FDS$121,2330.05%225CommonNONE
464287622IWBISHARES TR$116,9450.05%363CommonNONE
97717X669DGRWWISDOMTREE TR$114,9210.05%1,420CommonNONE
92189H771PITVANECK ETF TRUST$107,6830.05%2,275CommonNONE
46090E103QQQINVESCO QQQ TR$106,3360.05%208CommonNONE
808524854SCHRSCHWAB STRATEGIC TR$105,7590.04%4,354CommonNONE
060505104BACBANK AMERICA CORP$101,9210.04%2,319CommonNONE
437076102HDHOME DEPOT INC$101,1380.04%260CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$95,6510.04%387CommonNONE
78468R457SPTBSPDR SER TR$95,1880.04%3,183CommonNONE
46138E784PCYINVESCO EXCH TRADED FD TR II$93,8480.04%4,735CommonNONE
78464A391EBNDSPDR SER TR$91,0100.04%4,660CommonNONE
57636Q104MAMASTERCARD INCORPORATED$89,5170.04%170CommonNONE
808524631SCYBSCHWAB STRATEGIC TR$88,7880.04%3,394CommonNONE
548661107LOWLOWES COS INC$86,6270.04%351CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$82,8840.04%473CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$81,6160.03%232CommonNONE
464287226AGGISHARES TR$81,5900.03%842CommonNONE
235851102DHRDANAHER CORPORATION$78,2770.03%341CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$75,8020.03%551CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$74,2180.03%81CommonNONE
464288240ACWXISHARES TR$73,3900.03%1,407CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$71,5250.03%480CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$70,6610.03%2,550CommonNONE
464287465EFAISHARES TR$70,2420.03%929CommonNONE
464287176TIPISHARES TR$69,6840.03%654CommonNONE
79466L302CRMSALESFORCE INC$66,8660.03%200CommonNONE
46435U556ARTYISHARES TR$66,8010.03%1,802CommonNONE
166764100CVXCHEVRON CORP NEW$65,6130.03%453CommonNONE
808524730FNDESCHWAB STRATEGIC TR$64,9560.03%2,236CommonNONE
773903109ROKROCKWELL AUTOMATION INC$64,5890.03%226CommonNONE
464287457SHYISHARES TR$64,1090.03%782CommonNONE
097023105BABOEING CO$61,7730.03%349CommonNONE
872540109TJXTJX COS INC NEW$61,7340.03%511CommonNONE
742718109PGPROCTER AND GAMBLE CO$60,5220.03%361CommonNONE
46432F834IXUSISHARES TR$60,1880.03%910CommonNONE
78464A516BWXSPDR SER TR$60,0420.03%2,807CommonNONE
808524755FNDFSCHWAB STRATEGIC TR$59,2140.03%1,783CommonNONE
464287705IJJISHARES TR$57,8570.02%463CommonNONE
464287150ITOTISHARES TR$56,8510.02%442CommonNONE
278865100ECLECOLAB INC$54,1280.02%231CommonNONE
438516106HONHONEYWELL INTL INC$51,0520.02%226CommonNONE
539830109LMTLOCKHEED MARTIN CORP$48,5940.02%100CommonNONE
46434G772EWTISHARES INC$48,3960.02%935CommonNONE
464286772EWYISHARES INC$46,9210.02%922CommonNONE
83570H108SONOSONOS INC$45,1200.02%3,000CommonNONE
68389X105ORCLORACLE CORP$44,8270.02%269CommonNONE
92189F676SMHVANECK ETF TRUST$44,8020.02%185CommonNONE
464286665EPPISHARES INC$44,0300.02%1,005CommonNONE
921932869IVOGVANGUARD ADMIRAL FDS INC$40,0050.02%355CommonNONE
11135F101AVGOBROADCOM INC$37,0950.02%160CommonNONE
46432F842IEFAISHARES TR$36,4760.02%519CommonNONE
464287564ICFISHARES TR$34,3490.01%570CommonNONE
464287499IWRISHARES TR$34,3000.01%388CommonNONE
464287671IUSGISHARES TR$34,1410.01%245CommonNONE
808524722SCHKSCHWAB STRATEGIC TR$33,2360.01%1,174CommonNONE
00214Q401ARKWARK ETF TR$32,3940.01%300CommonNONE
478160104JNJJOHNSON & JOHNSON$31,9620.01%221CommonNONE
452308109ITWILLINOIS TOOL WKS INC$31,4420.01%124CommonNONE
46434G822EWJISHARES INC$31,1350.01%464CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$30,4440.01%127CommonNONE
46138E651PIOINVESCO EXCH TRADED FD TR II$30,2330.01%774CommonNONE
464286715TURISHARES INC$30,0510.01%838CommonNONE
97717W422EPIWISDOMTREE TR$28,1130.01%621CommonNONE
46137V142PHOINVESCO EXCHANGE TRADED FD T$27,8950.01%424CommonNONE
464287689IWVISHARES TR$27,7430.01%83CommonNONE
464288257ACWIISHARES TR$27,2600.01%232CommonNONE
464286608EZUISHARES INC$27,2350.01%577CommonNONE
532457108LLYELI LILLY & CO$25,4760.01%33CommonNONE
75513E101RTXRTX CORPORATION$25,4590.01%220CommonNONE
464287390ILFISHARES TR$25,1970.01%1,205CommonNONE
464286749EWLISHARES INC$25,0950.01%546CommonNONE
921910733ESGVVANGUARD WORLD FD$24,8590.01%237CommonNONE
808524672SCHYSCHWAB STRATEGIC TR$24,6000.01%1,064CommonNONE
92204A207VDCVANGUARD WORLD FD$24,3090.01%115CommonNONE
464285204IAUISHARES GOLD TR$22,7750.01%460CommonNONE
00214Q104ARKKARK ETF TR$22,7080.01%400CommonNONE
20030N101CMCSACOMCAST CORP NEW$21,9930.01%586CommonNONE
922908512VOEVANGUARD INDEX FDS$21,8390.01%135CommonNONE
464287184FXIISHARES TR$21,5520.01%708CommonNONE
713448108PEPPEPSICO INC$20,3770.01%134CommonNONE
464288851IEOISHARES TR$20,2570.01%226CommonNONE
949746101WMT2WELLS FARGO CO NEW$20,2300.01%288CommonNONE
075887109BDXBECTON DICKINSON & CO$20,1920.01%89CommonNONE
464287341IXCISHARES TR$19,5870.01%513CommonNONE
464287275IXPISHARES TR$19,4310.01%201CommonNONE
922908611VBRVANGUARD INDEX FDS$18,6290.01%94CommonNONE
580135101MCDMCDONALDS CORP$18,5530.01%64CommonNONE
464288661IEIISHARES TR$17,5640.01%152CommonNONE
92826C839VVISA INC$17,0670.01%54CommonNONE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$16,5360.01%68CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$16,3690.01%324CommonNONE
370334104GISGENERAL MLS INC$16,1340.01%253CommonNONE
464287804IJRISHARES TR$16,1310.01%140CommonNONE
78463X863RWXSPDR INDEX SHS FDS$15,7370.01%683CommonNONE
233331107DTEDTE ENERGY CO$15,4560.01%128CommonNONE
464286400EWZISHARES INC$15,1050.01%671CommonNONE
46434G103IEMGISHARES INC$14,6740.01%281CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$13,4220.01%253CommonNONE
464287101OEFISHARES TR$12,9990.01%45CommonNONE
46429B598INDAISHARES TR$12,3710.01%235CommonNONE
464286814EWNISHARES INC$12,2350.01%275CommonNONE
92204A801VAWVANGUARD WORLD FD$12,2100.01%65CommonNONE
882508104TXNTEXAS INSTRS INC$12,0010.01%64CommonNONE
00287Y109ABBVABBVIE INC$11,5510.00%65CommonNONE
92338C103VLTOVERALTO CORP$11,5100.00%113CommonNONE
46429B507EIRLISHARES TR$11,2180.00%191CommonNONE
464288588MBBISHARES TR$10,9100.00%119CommonNONE
464287374IGEISHARES TR$10,8970.00%255CommonNONE
149123101CATCATERPILLAR INC$10,8830.00%30CommonNONE
464287382JPXNISHARES TR$10,3380.00%146CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$9,8980.00%145CommonNONE
808524714SCHJSCHWAB STRATEGIC TR$9,8970.00%406CommonNONE
464286509EWCISHARES INC$9,7530.00%242CommonNONE
78464A672SPTISPDR SER TR$9,3400.00%335CommonNONE
464286764EWPISHARES INC$9,3150.00%300CommonNONE
65339F101NEENEXTERA ENERGY INC$9,1770.00%128CommonNONE
464288224ICLNISHARES TR$8,7180.00%766CommonNONE
464287556IBBISHARES TR$8,3300.00%63CommonNONE
011659109ALKALASKA AIR GROUP INC$8,2880.00%128CommonNONE
78464A375SPIBSPDR SER TR$8,0270.00%245CommonNONE
088606108BHPBHP GROUP LTD$7,8130.00%160CommonNONE
78464A409SPYGSPDR SER TR$7,7360.00%88CommonNONE
48203R104JNPJUNIPER NETWORKS INC$7,6030.00%203CommonNONE
464286806EWGISHARES INC$7,3190.00%230CommonNONE
464287473IWSISHARES TR$7,1140.00%55CommonNONE
962166104WYWEYERHAEUSER CO MTN BE$7,0380.00%250CommonNONE
78464A151IBNDSPDR SER TR$7,0340.00%248CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$7,0240.00%252CommonNONE
97717Y774DWMFWISDOMTREE TR$7,0000.00%260CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$6,6680.00%72CommonNONE
46137V134PBWINVESCO EXCHANGE TRADED FD T$6,6240.00%331CommonNONE
254687106DISDISNEY WALT CO$6,5700.00%59CommonNONE
23345M107DTMDT MIDSTREAM INC$6,3640.00%64CommonNONE
464286756EWDISHARES INC$6,3090.00%169CommonNONE
780259305SHELSHELL PLC$6,0150.00%96CommonNONE
78463X772DWXSPDR INDEX SHS FDS$5,9440.00%170CommonNONE
609207105MDLZMONDELEZ INTL INC$5,7350.00%96CommonNONE
717081103PFEPFIZER INC$5,1470.00%194CommonNONE
337738108FISVFISERV INC$5,1360.00%25CommonNONE
464287630IWNISHARES TR$5,0900.00%31CommonNONE
78464A847SPMDSPDR SER TR$4,9230.00%90CommonNONE
345370860FFORD MTR CO$4,6530.00%470CommonNONE
981811102WORWORTHINGTON ENTERPRISES INC$4,3320.00%108CommonNONE
78468R853SPSMSPDR SER TR$3,8190.00%85CommonNONE
982104101WSWORTHINGTON STL INC$3,4370.00%108CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$3,3350.00%82CommonNONE
21036P108STZCONSTELLATION BRANDS INC$3,3150.00%15CommonNONE
655664100JWNUSDNORDSTROM INC$3,0920.00%128CommonNONE
464286780EZAISHARES INC$3,0180.00%72CommonNONE
H1467J104CBCHUBB LIMITED$2,7630.00%10CommonNONE
381430206GEMGOLDMAN SACHS ETF TR$2,3940.00%75CommonNONE
81762P102NOWSERVICENOW INC$2,1210.00%2CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$2,1030.00%10CommonNONE
46434G830EWIISHARES INC$1,7990.00%50CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$1,6870.00%7CommonNONE
G29183103ETNEATON CORP PLC$1,6600.00%5CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$1,6000.00%40CommonNONE
46434G780EWSISHARES INC$1,5960.00%73CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$1,5180.00%3CommonNONE
038222105AMATAPPLIED MATLS INC$1,4640.00%9CommonNONE
78464A508SPYVSPDR SER TR$1,3300.00%26CommonNONE
461202103INTUINTUIT$1,2570.00%2CommonNONE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$1,2370.00%7CommonNONE
88160R101TSLATESLA INC$1,2120.00%3CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$1,1860.00%1CommonNONE
464288679SHVISHARES TR$1,1020.00%10CommonNONE
500754106KHCKRAFT HEINZ CO$9830.00%32CommonNONE
464287507IJHISHARES TR$9350.00%15CommonNONE
980228308WDSWOODSIDE ENERGY GROUP LTD$9050.00%58CommonNONE
381430453GHYBGOLDMAN SACHS ETF TR$8900.00%20CommonNONE
16411R208LNGCHENIERE ENERGY INC$8600.00%4CommonNONE
N3167Y103RACEFERRARI N V$8500.00%2CommonNONE
032654105ADIANALOG DEVICES INC$8500.00%4CommonNONE
172967424CCITIGROUP INC$8450.00%12CommonNONE
369550108GDGENERAL DYNAMICS CORP$7910.00%3CommonNONE
743315103PGRPROGRESSIVE CORP$7190.00%3CommonNONE
959802109WUWESTERN UN CO$6790.00%64CommonNONE
92556H2060VVBPARAMOUNT GLOBAL$6700.00%64CommonNONE
872590104TMUST-MOBILE US INC$6630.00%3CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$6060.00%8CommonNONE
G3265R107APTVAPTIV PLC$6050.00%10CommonNONE
37950E291DIVGLOBAL X FDS$5960.00%33CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$5930.00%8CommonNONE
052769106ADSKAUTODESK INC$5920.00%2CommonNONE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$5920.00%9CommonNONE
366651107ITGARTNER INC$4850.00%1CommonNONE
G54950103LINLINDE PLC$4190.00%1CommonNONE
42809H107HESHESS CORP$4000.00%3CommonNONE
72201R817CORPPIMCO ETF TR$3810.00%4CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$3670.00%2CommonNONE
98978V103ZTSZOETIS INC$3260.00%2CommonNONE
92556V106VTRSVIATRIS INC$2990.00%24CommonNONE
29414B104EPAMEPAM SYS INC$2340.00%1CommonNONE
61945C103MOSMOSAIC CO NEW$1970.00%8CommonNONE
78464A490WIPSPDR SER TR$1810.00%5CommonNONE
92556H107PARAAPARAMOUNT GLOBAL$1790.00%8CommonNONE
518439104ELLAUDER ESTEE COS INC$750.00%1CommonNONE
63001N106NATLNCR ATLEOS CORPORATION$340.00%1CommonNONE
674599162OXY/WSOCCIDENTAL PETE CORP$280.00%1CommonNONE
550241103LUMNLUMEN TECHNOLOGIES INC$160.00%3CommonNONE
844741108LUVSOUTHWEST AIRLS CO$70.00%0CommonSOLE

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.