MondegarAI
Kera Capital Partners, Inc.

Q3 2025 · 13F-HR

Kera Capital Partners, Inc.holdings as filed

Filed 2025-10-27 · accession 0002040353-25-000006

$666.7M
Reported value
423
Positions
2025-09-30
Period end
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The Brief · Kera Capital Partners, Inc. · Q3 2025

AI · grounded in 13F

Kera Capital Partners, Inc. established a new position in NVDA valued at $72.35M. The fund also opened new stakes in SPY for $43.1M and RSP for $28.28M. Other new additions include CGGR at $18.03M and GSIE at $16.58M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$72.4M10.9%387,776CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$43.1M6.46%64,698CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$28.3M4.24%149,078CommonNONE
14020G101CGGRCAPITAL GROUP GROWTH ETF$18.0M2.70%410,544CommonNONE
381430107GSIEGOLDMAN SACHS ETF TR$16.6M2.49%403,389CommonNONE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$16.5M2.47%392,273CommonNONE
770700102HOODROBINHOOD MKTS INC$16.1M2.42%112,721CommonNONE
19260Q107COINCOINBASE GLOBAL INC$13.2M1.98%39,167CommonNONE
219350105GLWCORNING INC$12.4M1.85%150,693CommonNONE
92537N108VRTVERTIV HOLDINGS CO$11.4M1.71%75,696CommonNONE
458140100INTCINTEL CORP$11.4M1.71%339,935CommonNONE
040413205ANETARISTA NETWORKS INC$10.6M1.58%72,518CommonNONE
11135F101AVGOBROADCOM INC$9.6M1.44%29,089CommonNONE
023135106AMZNAMAZON COM INC$9.3M1.40%42,569CommonNONE
G6683N103NUNU HLDGS LTD$9.2M1.38%576,728CommonNONE
02079K107GOOGALPHABET INC$8.8M1.32%36,058CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$8.6M1.29%27,350CommonNONE
464287390ILFISHARES TR$8.4M1.25%289,154CommonNONE
922908363VOOVANGUARD INDEX FDS$8.1M1.21%13,161CommonNONE
464288182AAXJISHARES TR$8.0M1.21%88,103CommonNONE
885213108TBLDTHORNBURG INCM BUILDER OPP T$8.0M1.20%401,619CommonNONE
78468R523BILSSPDR SERIES TRUST$7.9M1.19%79,835CommonNONE
75513E101RTXRTX CORPORATION$7.9M1.18%47,041CommonNONE
14020X104CGGOCAPITAL GROUP GBL GROWTH EQT$7.2M1.08%211,543CommonNONE
47233W109JEFJEFFERIES FINL GROUP INC$6.8M1.03%104,675CommonNONE
85207H104PHYSSPROTT ASSET MANAGEMENT LP$6.8M1.02%229,023CommonNONE
85207K107PSLVSPROTT ASSET MANAGEMENT LP$6.7M1.01%429,257CommonNONE
92206C714VONVVANGUARD SCOTTSDALE FDS$6.1M0.92%68,581CommonNONE
464287200IVVISHARES TR$6.1M0.92%9,144CommonNONE
14020Y102CGCPCAPITAL GRP FIXED INCM ETF T$5.9M0.89%261,308CommonNONE
594918104MSFTMICROSOFT CORP$5.8M0.87%11,257CommonNONE
09290D101BLKBLACKROCK INC$5.8M0.87%4,976CommonNONE
922908751VBVANGUARD INDEX FDS$5.4M0.81%21,128CommonNONE
00162Q452AMLPALPS ETF TR$4.7M0.71%101,193CommonNONE
46817M107JXNJACKSON FINANCIAL INC$4.7M0.70%46,113CommonNONE
037833100AAPLAPPLE INC$4.5M0.68%17,775CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$4.4M0.65%6,255CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$4.4M0.65%49,924CommonNONE
911363109URIUNITED RENTALS INC$4.2M0.63%4,425CommonNONE
464287507IJHISHARES TR$4.1M0.61%62,483CommonNONE
922908595VBKVANGUARD INDEX FDS$4.0M0.59%13,294CommonNONE
921910816MGKVANGUARD WORLD FD$3.6M0.54%9,011CommonNONE
25746U109DDOMINION ENERGY INC$3.6M0.54%58,425CommonNONE
718172109PMPHILIP MORRIS INTL INC$3.5M0.53%21,838CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$3.5M0.52%88,155CommonNONE
889478103TOLTOLL BROTHERS INC$3.4M0.51%24,383CommonNONE
464287622IWBISHARES TR$3.3M0.50%9,152CommonNONE
78468R663BILSPDR SERIES TRUST$3.3M0.50%36,026CommonNONE
92189F676SMHVANECK ETF TRUST$3.2M0.48%9,715CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$3.1M0.47%67,138CommonNONE
713448108PEPPEPSICO INC$2.9M0.44%20,794CommonNONE
78464A508SPYVSPDR SERIES TRUST$2.9M0.44%52,453CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$2.5M0.38%470CommonNONE
501976104KYTXKYVERNA THERAPEUTICS INC$2.5M0.38%421,924CommonNONE
771049103RBLXROBLOX CORP$2.3M0.34%16,325CommonNONE
30303M102METAMETA PLATFORMS INC$2.0M0.30%2,702CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$2.0M0.30%76,533CommonNONE
00287Y109ABBVABBVIE INC$1.9M0.29%8,391CommonNONE
478160104JNJJOHNSON & JOHNSON$1.9M0.29%10,383CommonNONE
512807306LRCXLAM RESEARCH CORP$1.9M0.28%13,824CommonNONE
46435G326IDEVISHARES TR$1.8M0.26%21,862CommonNONE
464287614IWFISHARES TR$1.5M0.22%3,187CommonNONE
58933Y105MRKMERCK & CO INC$1.5M0.22%17,654CommonNONE
02209S103MOALTRIA GROUP INC$1.4M0.22%21,746CommonNONE
002824100ABTABBOTT LABS$1.4M0.21%10,464CommonNONE
17275R102CSCOCISCO SYS INC$1.3M0.20%19,141CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.2M0.18%2,446CommonNONE
02079K305GOOGLALPHABET INC$1.2M0.18%4,922CommonNONE
46438R105ETHAISHARES ETHEREUM TR$1.1M0.17%35,128CommonNONE
369604301GEGE AEROSPACE$1.1M0.17%3,679CommonNONE
580135101MCDMCDONALDS CORP$1.1M0.16%3,574CommonNONE
91680M107UPSTUPSTART HLDGS INC$1.0M0.15%19,926CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$1.0M0.15%22,809CommonNONE
30212P303EXPEEXPEDIA GROUP INC$967,4370.15%4,526CommonNONE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$944,7810.14%12,891CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$944,3880.14%5,177CommonNONE
88160R101TSLATESLA INC$943,6960.14%2,122CommonNONE
25809K105DASHDOORDASH INC$930,7500.14%3,422CommonNONE
931142103WMTWALMART INC$920,4340.14%8,931CommonNONE
46090E103QQQINVESCO QQQ TR$902,7260.14%1,504CommonNONE
81762P102NOWSERVICENOW INC$899,1140.13%977CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$883,3190.13%13,590CommonNONE
92343E102VRSNVERISIGN INC$862,1990.13%3,084CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$857,1260.13%12,734CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$825,4260.12%4,108CommonNONE
833445109SNOWSNOWFLAKE INC$813,3330.12%3,606CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$811,9590.12%877CommonNONE
60855R100MOHMOLINA HEALTHCARE INC$786,6810.12%4,111CommonNONE
172967424CCITIGROUP INC$779,6660.12%7,681CommonNONE
92826C839VVISA INC$774,5930.12%2,269CommonNONE
922908769VTIVANGUARD INDEX FDS$760,2610.11%2,317CommonNONE
98980L101ZNGAZOOM COMMUNICATIONS INC$757,4330.11%9,181CommonNONE
872540109TJXTJX COS INC NEW$738,0210.11%5,106CommonNONE
67059N108NTNXNUTANIX INC$730,8820.11%9,825CommonNONE
891092108TTCTORO CO$717,1320.11%9,411CommonNONE
009066101ABNBAIRBNB INC$714,4350.11%5,884CommonNONE
902494103TSNTYSON FOODS INC$712,5630.11%13,123CommonNONE
90384S303ULTAULTA BEAUTY INC$710,2280.11%1,299CommonNONE
369550108GDGENERAL DYNAMICS CORP$698,0500.10%2,047CommonNONE
922908629VOVANGUARD INDEX FDS$693,2260.10%2,360CommonNONE
031100100AMEAMETEK INC$672,8570.10%3,579CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$670,3420.10%11,187CommonNONE
228368106CCKCROWN HLDGS INC$662,2410.10%6,856CommonNONE
808513105SCHWSCHWAB CHARLES CORP$656,9290.10%6,881CommonNONE
37045V100GMGENERAL MTRS CO$645,0020.10%10,579CommonNONE
00724F101ADBEADOBE INC$644,4740.10%1,827CommonNONE
362397101GABGABELLI EQUITY TR INC$644,2000.10%105,780CommonNONE
172755100CRUSCIRRUS LOGIC INC$640,3570.10%5,111CommonNONE
231021106CMICUMMINS INC$639,1050.10%1,513CommonNONE
64110L106NFLXNETFLIX INC$621,0410.09%518CommonNONE
958102105WDCWESTERN DIGITAL CORP$618,9190.09%5,155CommonNONE
29786A106ETSYETSY INC$613,3770.09%9,239CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$610,0690.09%26,206CommonNONE
60937P106MDBMONGODB INC$597,7920.09%1,926CommonNONE
247361702DALDELTA AIR LINES INC DEL$594,5750.09%10,477CommonNONE
921909768VXUSVANGUARD STAR FDS$593,1950.09%8,075CommonNONE
14040H105COFCAPITAL ONE FINL CORP$592,4660.09%2,787CommonNONE
26614N102DDDUPONT DE NEMOURS INC$589,5200.09%7,568CommonNONE
751212101RLRALPH LAUREN CORP$585,1150.09%1,866CommonNONE
58506Q109MEDPMEDPACE HLDGS INC$580,4870.09%1,129CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$577,4720.09%725CommonNONE
29977A105EVREVERCORE INC$573,7870.09%1,701CommonNONE
30231G102XOMEXXON MOBIL CORP$571,9720.09%5,073CommonNONE
422806109HEIHEICO CORP NEW$566,5500.08%1,755CommonNONE
06417N103OZKBANK OZK LITTLE ROCK ARK$565,8550.08%11,100CommonNONE
H2906T109GRMNGARMIN LTD$563,6090.08%2,289CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$562,8450.08%5,119CommonNONE
45337C102INCYINCYTE CORP$561,5270.08%6,621CommonNONE
G491BT108IVZINVESCO LTD$555,1370.08%24,200CommonNONE
697435105PANWPALO ALTO NETWORKS INC$551,6070.08%2,709CommonNONE
086516101BBYBEST BUY INC$549,0150.08%7,260CommonNONE
637417106NNNNNN REIT INC$546,1140.08%12,829CommonNONE
315616102FFIVF5 INC$545,5450.08%1,688CommonNONE
574599106MASMASCO CORP$544,7200.08%7,739CommonNONE
015271109AREALEXANDRIA REAL ESTATE EQ IN$542,7990.08%6,513CommonNONE
G5960L103MDTMEDTRONIC PLC$542,7980.08%5,699CommonNONE
595112103MUMICRON TECHNOLOGY INC$542,1180.08%3,240CommonNONE
670346105NUENUCOR CORP$538,4700.08%3,976CommonNONE
254687106DISDISNEY WALT CO$534,8300.08%4,671CommonNONE
36828A101GEVGE VERNOVA INC$526,3540.08%856CommonNONE
608190104MHKMOHAWK INDS INC$524,0600.08%4,065CommonNONE
49427F108KRCKILROY RLTY CORP$522,8570.08%12,375CommonNONE
69331C108PCGPG&E CORP$521,0290.08%34,551CommonNONE
55087P104LYFTLYFT INC$516,1790.08%23,452CommonNONE
G87052109TELTE CONNECTIVITY PLC$513,2750.08%2,338CommonNONE
894164102TNLTRAVEL PLUS LEISURE CO$512,2850.08%8,611CommonNONE
876030107TPRTAPESTRY INC$512,2070.08%4,524CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$510,0590.08%1,550CommonNONE
231561101CWCURTISS WRIGHT CORP$502,2210.08%925CommonNONE
445658107JBHTHUNT J B TRANS SVCS INC$493,4990.07%3,678CommonNONE
33829M101FIVEFIVE BELOW INC$492,1010.07%3,181CommonNONE
35137L105FOXAFOX CORP$488,8570.07%7,752CommonNONE
452327109ILMNILLUMINA INC$487,0060.07%5,128CommonNONE
562750109MANHMANHATTAN ASSOCIATES INC$486,0080.07%2,371CommonNONE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$485,8570.07%1,635CommonNONE
15135B101CNCCENTENE CORP DEL$484,8200.07%13,588CommonNONE
093712107BEBLOOM ENERGY CORP$483,9940.07%5,723CommonNONE
00827B106AFRMAFFIRM HLDGS INC$481,5970.07%6,590CommonNONE
98980G102ZSZSCALER INC$478,2570.07%1,596CommonNONE
G39108108GTESGATES INDL CORP PLC$477,0160.07%19,219CommonNONE
74460D109PSAPUBLIC STORAGE OPER CO$476,9340.07%1,651CommonNONE
770323103RHIROBERT HALF INC.$474,2590.07%13,957CommonNONE
281020107EIXEDISON INTL$470,6540.07%8,514CommonNONE
166764100CVXCHEVRON CORP NEW$469,5970.07%3,024CommonNONE
126650100CVSCVS HEALTH CORP$468,1430.07%6,210CommonNONE
H1467J104CBCHUBB LIMITED$467,4060.07%1,656CommonNONE
31488V107FERGFERGUSON ENTERPRISES INC$463,9910.07%2,066CommonNONE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$457,9410.07%2,618CommonNONE
G3922B107GGENPACT LIMITED$456,8940.07%10,907CommonNONE
199908104FIXCOMFORT SYS USA INC$455,4990.07%552CommonNONE
13100M509CALXCALIX INC$451,8670.07%7,363CommonNONE
40412C101HCAHCA HEALTHCARE INC$448,7980.07%1,053CommonNONE
31428X106FDXFEDEX CORP$447,8030.07%1,899CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$443,3040.07%904CommonNONE
064058100BKBANK NEW YORK MELLON CORP$442,9310.07%4,065CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$442,9130.07%3,937CommonNONE
576323109MTZMASTEC INC$436,8990.07%2,053CommonNONE
552848103MTGMGIC INVT CORP WIS$434,9600.07%15,332CommonNONE
57636Q104MAMASTERCARD INCORPORATED$434,0020.07%763CommonNONE
103304101BYDBOYD GAMING CORP$433,6400.07%5,016CommonNONE
512816109LAMRLAMAR ADVERTISING CO NEW$432,9240.06%3,536CommonNONE
912008109USFDUS FOODS HLDG CORP$432,6730.06%5,647CommonNONE
681936100OHIOMEGA HEALTHCARE INVS INC$430,7000.06%10,201CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$429,1350.06%5,518CommonNONE
532457108LLYELI LILLY & CO$428,8060.06%562CommonNONE
060505104BACBANK AMERICA CORP$427,7380.06%8,291CommonNONE
87165B103SYFSYNCHRONY FINANCIAL$426,9520.06%6,009CommonNONE
032654105ADIANALOG DEVICES INC$422,8500.06%1,721CommonNONE
G4474Y214JHGJANUS HENDERSON GROUP PLC$422,3660.06%9,489CommonNONE
83088M102SWKSSKYWORKS SOLUTIONS INC$422,2160.06%5,485CommonNONE
655844108NSCNORFOLK SOUTHN CORP$422,0820.06%1,405CommonNONE
257651109DCIDONALDSON INC$420,9770.06%5,143CommonNONE
717081103PFEPFIZER INC$419,6430.06%16,470CommonNONE
38526M106LOPEGRAND CANYON ED INC$417,7470.06%1,903CommonNONE
431284108HIWHIGHWOODS PPTYS INC$416,7230.06%13,096CommonNONE
174610105CFGCITIZENS FINL GROUP INC$416,1460.06%7,828CommonNONE
278865100ECLECOLAB INC$415,7230.06%1,518CommonNONE
98585X104YETIYETI HLDGS INC$415,4140.06%12,520CommonNONE
G87110105FTITECHNIPFMC PLC$415,2510.06%10,526CommonNONE
26884U109EPREPR PPTYS$412,8940.06%7,118CommonNONE
615369105MCOMOODYS CORP$410,2510.06%861CommonNONE
680223104ORIOLD REP INTL CORP$409,1120.06%9,633CommonNONE
053332102AZOAUTOZONE INC$407,5730.06%95CommonNONE
920253101VMIVALMONT INDS INC$405,1880.06%1,045CommonNONE
256677105DGDOLLAR GEN CORP NEW$402,9620.06%3,899CommonNONE
46432F842IEFAISHARES TR$399,2970.06%4,573CommonNONE
533900106LECOLINCOLN ELEC HLDGS INC$399,0410.06%1,692CommonNONE
46434G855RINGISHARES INC$398,4840.06%6,158CommonNONE
099724106BWABORGWARNER INC$398,2340.06%9,059CommonNONE
77543R102ROKUROKU INC$396,5150.06%3,960CommonNONE
913903100UHSUNIVERSAL HLTH SVCS INC$395,3940.06%1,934CommonNONE
00090Q103ADTADT INC DEL$392,5770.06%45,072CommonNONE
26210C104DBXDROPBOX INC$391,0680.06%12,945CommonNONE
G0176J109ALLEALLEGION PLC$390,1780.06%2,200CommonNONE
46137V266RPGINVESCO EXCHANGE TRADED FD T$388,6790.06%8,145CommonNONE
143658300CCL1EURCARNIVAL CORP$387,6830.06%13,410CommonNONE
100557107SAMBOSTON BEER INC$386,6870.06%1,829CommonNONE
N14506104ESTCELASTIC N V$385,4430.06%4,562CommonNONE
695156109PKGPACKAGING CORP AMER$385,3030.06%1,768CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$384,3190.06%1,113CommonNONE
872590104TMUST-MOBILE US INC$383,9670.06%1,604CommonNONE
922475108VEEVVEEVA SYS INC$381,6230.06%1,281CommonNONE
668771108GENGEN DIGITAL INC$377,8380.06%13,309CommonNONE
09073M104TECHBIO-TECHNE CORP$377,6790.06%6,789CommonNONE
422806208HEI/AHEICO CORP NEW$377,3240.06%1,485CommonNONE
437076102HDHOME DEPOT INC$377,2560.06%931CommonNONE
88025U109TXG10X GENOMICS INC$377,2250.06%32,269CommonNONE
690742101OCOWENS CORNING NEW$376,9950.06%2,665CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$376,5970.06%3,844CommonNONE
44980X109IPGPIPG PHOTONICS CORP$376,5480.06%4,755CommonNONE
172908105CTASCINTAS CORP$376,2490.06%1,833CommonNONE
159864107CRLCHARLES RIV LABS INTL INC$375,9730.06%2,403CommonNONE
05329W102ANAUTONATION INC$374,5340.06%1,712CommonNONE
743315103PGRPROGRESSIVE CORP$371,4130.06%1,504CommonNONE
482480100KLACKLA CORP$368,8920.06%342CommonNONE
32054K103FRFIRST INDL RLTY TR INC$368,7570.06%7,165CommonNONE
969904101WSMWILLIAMS SONOMA INC$367,2640.06%1,879CommonNONE
052769106ADSKAUTODESK INC$365,3210.05%1,150CommonNONE
461202103INTUINTUIT$362,6310.05%531CommonNONE
57667L107MTCHMATCH GROUP INC NEW$362,0300.05%10,250CommonNONE
G3223R108EGEVEREST GROUP LTD$360,0430.05%1,028CommonNONE
609839105MPWRMONOLITHIC PWR SYS INC$359,0530.05%390CommonNONE
G8473T100STESTERIS PLC$359,0350.05%1,451CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$354,4310.05%2,500CommonNONE
71722W107PHATPHATHOM PHARMACEUTICALS INC$353,7940.05%30,059CommonNONE
609207105MDLZMONDELEZ INTL INC$352,2680.05%5,639CommonNONE
14020Y300CGMSCAPITAL GRP FIXED INCM ETF T$351,7040.05%12,674CommonNONE
98980F104GTMZOOMINFO TECHNOLOGIES INC$351,4870.05%32,217CommonNONE
444859102HUMHUMANA INC$351,2440.05%1,350CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$350,1720.05%1,420CommonNONE
464288760ITAISHARES TR$348,6270.05%1,666CommonNONE
256746108DLTRDOLLAR TREE INC$348,4140.05%3,692CommonNONE
09260D107BXBLACKSTONE INC$346,1420.05%2,026CommonNONE
277276101EGPEASTGROUP PPTYS INC$341,2520.05%2,016CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$339,0250.05%9,670CommonNONE
291011104EMREMERSON ELEC CO$338,0680.05%2,577CommonNONE
48251W104KKRKKR & CO INC$334,8810.05%2,577CommonNONE
525327102LDOSLEIDOS HOLDINGS INC$333,9090.05%1,767CommonNONE
688239201OSKOSHKOSH CORP$333,4590.05%2,571CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$332,8300.05%1,192CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$332,6250.05%3,407CommonNONE
032095101APHAMPHENOL CORP NEW$331,2800.05%2,677CommonNONE
880770102TERTERADYNE INC$331,0370.05%2,405CommonNONE
26142V105DKNGDRAFTKINGS INC NEW$329,6060.05%8,813CommonNONE
526057104LENLENNAR CORP$328,7310.05%2,608CommonNONE
665859104NTRSNORTHERN TR CORP$328,1600.05%2,438CommonNONE
G8060N102STSENSATA TECHNOLOGIES HLDG PL$327,6470.05%10,725CommonNONE
466313103JBLJABIL INC$325,3220.05%1,498CommonNONE
824348106SHWSHERWIN WILLIAMS CO$323,0670.05%933CommonNONE
910047109UALUNITED AIRLS HLDGS INC$322,6960.05%3,344CommonNONE
G29183103ETNEATON CORP PLC$322,2430.05%861CommonNONE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$321,9360.05%706CommonNONE
775711104ROLROLLINS INC$321,7780.05%5,478CommonNONE
553530106MSMMSC INDL DIRECT INC$320,4830.05%3,478CommonNONE
98978V103ZTSZOETIS INC$320,0120.05%2,187CommonNONE
969457100WMBWILLIAMS COS INC$319,2840.05%5,040CommonNONE
682189105ONON SEMICONDUCTOR CORP$318,9860.05%6,469CommonNONE
191216100KOCOCA COLA CO$318,0710.05%4,796CommonNONE
45784P101PODDINSULET CORP$316,1400.05%1,024CommonNONE
679295105OKTAOKTA INC$314,1640.05%3,426CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$313,9550.05%702CommonNONE
40171V100GWREGUIDEWIRE SOFTWARE INC$312,8390.05%1,361CommonNONE
G0692U109AXSAXIS CAP HLDGS LTD$312,0250.05%3,257CommonNONE
88033G407THCTENET HEALTHCARE CORP$310,0420.05%1,527CommonNONE
209115104EDCONSOLIDATED EDISON INC$309,7470.05%3,081CommonNONE
80689H102SNDRSCHNEIDER NATIONAL INC$309,3850.05%14,621CommonNONE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$307,5530.05%3,465CommonNONE
718546104PSXPHILLIPS 66$306,9970.05%2,257CommonNONE
233331107DTEDTE ENERGY CO$305,0740.05%2,157CommonNONE
74736K101QRVOQORVO INC$304,2980.05%3,341CommonNONE
235851102DHRDANAHER CORPORATION$303,5360.05%1,531CommonNONE
64110D104NTAPNETAPP INC$303,0240.05%2,558CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$302,8380.05%2,809CommonNONE
418056107HASHASBRO INC$302,4720.05%3,988CommonNONE
03073E105CORCENCORA INC$301,3800.05%964CommonNONE
229663109CUBECUBESMART$298,5390.04%7,342CommonNONE
78410G104SBACSBA COMMUNICATIONS CORP NEW$297,5860.04%1,539CommonNONE
70438V106PCTYPAYLOCITY HLDG CORP$297,3570.04%1,867CommonNONE
01973R101ALSNALLISON TRANSMISSION HLDGS I$297,0080.04%3,499CommonNONE
37959E102GLGLOBE LIFE INC$295,3760.04%2,066CommonNONE
G7S00T104PNRPENTAIR PLC$295,1750.04%2,665CommonNONE
98138H101WDAYWORKDAY INC$294,4130.04%1,223CommonNONE
114340102AZTAAZENTA INC$294,2940.04%10,247CommonNONE
89055F103BLDTOPBUILD CORP$293,1450.04%750CommonNONE
05352A100AVTRAVANTOR INC$287,3020.04%23,021CommonNONE
171779309CIENCIENA CORP$287,2610.04%1,972CommonNONE
65249B109NWSANEWS CORP NEW$286,4940.04%9,329CommonNONE
443201108HWMHOWMET AEROSPACE INC$286,1080.04%1,458CommonNONE
23804L103DDOGDATADOG INC$286,0820.04%2,009CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$280,5730.04%499CommonNONE
46266C105IQVIQVIA HLDGS INC$278,6420.04%1,467CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$278,2790.04%860CommonNONE
125523100CITHE CIGNA GROUP$278,1700.04%965CommonNONE
95082P105WCCWESCO INTL INC$277,7110.04%1,313CommonNONE
419870100HEHAWAIIAN ELEC INDUSTRIES$274,2120.04%24,838CommonNONE
733174700BPOPPOPULAR INC$273,7070.04%2,155CommonNONE
364760108GAPGAP INC$273,4910.04%12,786CommonNONE
205887102CAGCONAGRA BRANDS INC$273,1300.04%14,917CommonNONE
389638107ETHEGRAYSCALE ETHEREUM TRUST ETF$272,5150.04%7,952CommonNONE
G0750C108AXTAAXALTA COATING SYS LTD$272,2620.04%9,513CommonNONE
76680R206RNGRINGCENTRAL INC$268,6630.04%9,480CommonNONE
30040W108ESEVERSOURCE ENERGY$268,5100.04%3,774CommonNONE
857477103STTSTATE STR CORP$267,7620.04%2,308CommonNONE
92939U106WECWEC ENERGY GROUP INC$267,6820.04%2,336CommonNONE
256163106DOCUDOCUSIGN INC$266,5170.04%3,697CommonNONE
980745103WWDWOODWARD INC$264,0820.04%1,045CommonNONE
G3265R107APTVAPTIV PLC$263,1430.04%3,052CommonNONE
133131102CPTCAMDEN PPTY TR$262,4960.04%2,458CommonNONE
075887109BDXBECTON DICKINSON & CO$262,4120.04%1,402CommonNONE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$262,0010.04%2,625CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$261,3220.04%1,211CommonNONE
745867101PHMPULTE GROUP INC$260,1760.04%1,969CommonNONE
68389X105ORCLORACLE CORP$258,4600.04%919CommonNONE
29414B104EPAMEPAM SYS INC$258,1520.04%1,712CommonNONE
62944T105NVRNVR INC$257,1090.04%32CommonNONE
501044101KRKROGER CO$255,9560.04%3,797CommonNONE
192422103CGNXCOGNEX CORP$255,9000.04%5,649CommonNONE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$255,7950.04%2,559CommonNONE
72352L106PINSPINTEREST INC$254,8830.04%7,923CommonNONE
149123101CATCATERPILLAR INC$254,7980.04%534CommonNONE
78463V107GLDSPDR GOLD TR$254,7960.04%717CommonNONE
56418H100MANMANPOWERGROUP INC WIS$252,9070.04%6,673CommonNONE
816851109SRESEMPRA$251,8540.04%2,799CommonNONE
G54950103LINLINDE PLC$250,8000.04%528CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$250,5230.04%897CommonNONE
125269100CFCF INDS HLDGS INC$249,6490.04%2,783CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$249,5300.04%3,721CommonNONE
949746101WMT2WELLS FARGO CO NEW$249,4480.04%2,976CommonNONE
45780R101IBPINSTALLED BLDG PRODS INC$248,8800.04%1,009CommonNONE
29084Q100EMEEMCOR GROUP INC$248,7740.04%383CommonNONE
370334104GISGENERAL MLS INC$247,7130.04%4,913CommonNONE
705573103PEGAPEGASYSTEMS INC$247,7100.04%4,308CommonNONE
46090A804GTOINVESCO ACTIVELY MANAGED EXC$246,7190.04%5,193CommonNONE
G25508105CRHCRH PLC$245,4350.04%2,047CommonNONE
28414H103ELANELANCO ANIMAL HEALTH INC$244,5000.04%12,140CommonNONE
49456B101KMIKINDER MORGAN INC DEL$243,3810.04%8,597CommonNONE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$243,2790.04%1,733CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$241,8380.04%2,356CommonNONE
929740108WABWABTEC$241,5740.04%1,205CommonNONE
922908637VVVANGUARD INDEX FDS$241,3620.04%784CommonNONE
539830109LMTLOCKHEED MARTIN CORP$241,1250.04%483CommonNONE
20825C104COPCONOCOPHILLIPS$238,9340.04%2,526CommonNONE
20602D101CNXCCONCENTRIX CORP$238,0040.04%5,157CommonNONE
596278101MIDDMIDDLEBY CORP$237,5460.04%1,787CommonNONE
40434L105HPQHP INC$237,0640.04%8,706CommonNONE
042735100ARWARROW ELECTRS INC$236,5550.04%1,955CommonNONE
743606105PBPROSPERITY BANCSHARES INC$233,8230.04%3,524CommonNONE
09062X103BIIBBIOGEN INC$233,2330.03%1,665CommonNONE
28618M106ESIELEMENT SOLUTIONS INC$232,0990.03%9,221CommonNONE
446413106HIIHUNTINGTON INGALLS INDS INC$231,4800.03%804CommonNONE
78464A854SPYMSPDR SERIES TRUST$227,4990.03%2,904CommonNONE
85208R101CEFSPROTT ASSET MANAGEMENT LP$227,1110.03%6,190CommonNONE
31620R303FNFFIDELITY NATIONAL FINANCIAL$224,9020.03%3,718CommonNONE
464287804IJRISHARES TR$224,6450.03%1,890CommonNONE
70959W103PAGPENSKE AUTOMOTIVE GRP INC$224,3730.03%1,290CommonNONE
31847R102FAFFIRST AMERN FINL CORP$224,0290.03%3,487CommonNONE
89400J107TRUTRANSUNION$224,0280.03%2,674CommonNONE
552953101MGMMGM RESORTS INTERNATIONAL$221,1650.03%6,381CommonNONE
297178105ESSESSEX PPTY TR INC$221,1210.03%826CommonNONE
04247X102AWIARMSTRONG WORLD INDS INC NEW$220,9030.03%1,127CommonNONE
632307104NTRANATERA INC$219,4020.03%1,363CommonNONE
693506107PPGPPG INDS INC$218,4450.03%2,078CommonNONE
302941109FCNFTI CONSULTING INC$216,4490.03%1,339CommonNONE
98419M100XYLXYLEM INC$216,3870.03%1,467CommonNONE
09175A206BMNRBITMINE IMMERSION TECNOLOGIE$216,3400.03%4,166CommonNONE
761152107RMDRESMED INC$215,9810.03%789CommonNONE
925652109VICIVICI PPTYS INC$215,0840.03%6,596CommonNONE
760759100RSGREPUBLIC SVCS INC$213,8750.03%932CommonNONE
464287465EFAISHARES TR$213,6310.03%2,288CommonNONE
55354G100MSCIMSCI INC$212,7790.03%375CommonNONE
070830104BBWIBATH & BODY WORKS INC$212,6050.03%8,253CommonNONE
570535104MKLMARKEL GROUP INC$212,1610.03%111CommonNONE
92204A504VHTVANGUARD WORLD FD$209,7570.03%808CommonNONE
436440101HO1HOLOGIC INC$209,6910.03%3,107CommonNONE
35104E100FDMT4D MOLECULAR THERAPEUTICS IN$209,1510.03%24,068CommonNONE
27579R104EWBCEAST WEST BANCORP INC$208,6460.03%1,960CommonNONE
852066208SIISPROTT INC$207,9750.03%2,500CommonNONE
79466L302CRMSALESFORCE INC$207,6430.03%876CommonNONE
929089100VOYAVOYA FINANCIAL INC$207,0460.03%2,768CommonNONE
011659109ALKALASKA AIR GROUP INC$205,1930.03%4,122CommonNONE
285512109EAELECTRONIC ARTS INC$205,1290.03%1,017CommonNONE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$200,7170.03%3,706CommonNONE
617446448MSMORGAN STANLEY$200,1390.03%1,259CommonNONE
447011107HUNHUNTSMAN CORP$194,6950.03%21,681CommonNONE
918204108VFCV F CORP$186,4740.03%12,923CommonNONE
302520101FNBF N B CORP$178,6230.03%11,088CommonNONE
343928107FLYXFLYEXCLUSIVE INC$172,9000.03%35,000CommonNONE
24906P109XRAYDENTSPLY SIRONA INC$166,1880.02%13,096CommonNONE
700517105PKPARK HOTELS & RESORTS INC$161,5800.02%14,583CommonNONE
28238P109EHTHEHEALTH INC$148,5180.02%34,459CommonNONE
G6674U108NVCRNOVOCURE LTD$137,9340.02%10,676CommonNONE
345370860FFORD MTR CO$124,9100.02%10,444CommonNONE
683712103OPENOPENDOOR TECHNOLOGIES INC$102,3990.02%12,848CommonNONE
28617K101ELDNELEDON PHARMACEUTICALS INC$66,7440.01%25,770CommonNONE
45569U101INDIINDIE SEMICONDUCTOR INC$61,0500.01%15,000CommonNONE
092915107BZAIBLAIZE HLDGS INC$54,4580.01%15,785CommonNONE
651229106NWLNEWELL BRANDS INC$53,1340.01%10,140CommonNONE
022307102ALMSALUMIS INC$43,7980.01%10,977CommonNONE
28106W103EDITEDITAS MEDICINE INC$35,0190.01%10,092CommonNONE
826598609NTRPNEXTTRIP INC$33,2500.00%10,000CommonNONE
381098300GMGIEURGOLDEN MATRIX GROUP INC$22,6000.00%20,000CommonNONE
68622D106AACQGBPORIGIN MATERIALS INC$21,7920.00%42,020CommonNONE
717081103PFEPFIZER INC$1,2000.00%10,000CALLNONE

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.