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Dogwood Wealth Management LLC

Q3 2025 · 13F-HR

Dogwood Wealth Management LLCholdings as filed

Filed 2025-11-12 · accession 0002056922-25-000011

$220.0M
Reported value
750
Positions
2025-09-30
Period end
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The Brief · Dogwood Wealth Management LLC · Q3 2025

AI · grounded in 13F

Dogwood Wealth Management LLC established a new position in FBND valued at $15.0M. The fund also initiated new stakes in SPYV for $14.1M and VTI for $13.0M. Additional new positions include QQQM at $10.5M and AVLC at $9.3M. Total assets under management stand at $220M across 750 positions.

Holdings as filed

First 500 of 750

CUSIPTickerIssuerValue% port.SharesClassVoting
316188309FBNDFIDELITY MERRIMACK STR TR$15.0M6.84%324,210CommonNONE
78464A508SPYVSPDR SERIES TRUST$14.1M6.40%254,579CommonNONE
922908769VTIVANGUARD INDEX FDS$13.0M5.92%39,607CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$10.5M4.78%42,544CommonNONE
025072158AVLCAMERICAN CENTY ETF TR$9.3M4.21%121,162CommonNONE
921078101OUNZVANECK MERK GOLD ETF$8.7M3.97%234,868CommonNONE
47103U845JAAAJANUS DETROIT STR TR$7.6M3.46%149,846CommonNONE
464287457SHYISHARES TR$7.6M3.44%91,131CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$7.4M3.37%74,502CommonNONE
464288414MUBISHARES TR$6.5M2.94%60,691CommonNONE
74347B680REGLPROSHARES TR$6.3M2.87%73,949CommonNONE
78464A409SPYGSPDR SERIES TRUST$6.1M2.78%58,428CommonNONE
46138E222IDMOINVESCO EXCH TRADED FD TR II$6.1M2.77%112,738CommonNONE
464287200IVVISHARES TR$5.9M2.67%8,773CommonNONE
025072562AVIGAMERICAN CENTY ETF TR$5.4M2.44%127,663CommonNONE
46429B747STIPISHARES TR$4.1M1.85%39,445CommonNONE
025072323AVSCAMERICAN CENTY ETF TR$4.0M1.80%69,287CommonNONE
037833100AAPLAPPLE INC$3.2M1.48%12,751CommonNONE
78464A805SPTMSPDR SERIES TRUST$2.9M1.30%35,538CommonNONE
67066G104NVDANVIDIA CORPORATION$2.8M1.27%15,012CommonNONE
922908629VOVANGUARD INDEX FDS$2.6M1.20%8,920CommonNONE
594918104MSFTMICROSOFT CORP$2.5M1.15%4,878CommonNONE
464288521USRTISHARES TR$2.5M1.14%42,803CommonNONE
46434V696IPACISHARES TR$2.3M1.05%31,380CommonNONE
46434V738IEURISHARES TR$2.3M1.05%33,800CommonNONE
78464A284HYMBSPDR SERIES TRUST$2.1M0.94%83,015CommonNONE
464287739IYRISHARES TR$2.0M0.90%20,406CommonNONE
023135106AMZNAMAZON COM INC$1.9M0.88%8,806CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$1.9M0.87%2,068CommonNONE
33939L662HYGVFLEXSHARES TR$1.8M0.83%44,516CommonNONE
025072802AVDVAMERICAN CENTY ETF TR$1.8M0.82%20,324CommonNONE
025072604AVEMAMERICAN CENTY ETF TR$1.7M0.78%22,698CommonNONE
09789C820XSVNBONDBLOXX ETF TRUST$1.7M0.76%34,478CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.6M0.74%5,178CommonNONE
922908751VBVANGUARD INDEX FDS$1.5M0.68%5,864CommonNONE
02079K107GOOGALPHABET INC$1.2M0.55%4,980CommonNONE
922908553VNQVANGUARD INDEX FDS$1.1M0.52%12,420CommonNONE
30303M102METAMETA PLATFORMS INC$1.1M0.51%1,532CommonNONE
931142103WMTWALMART INC$1.1M0.51%10,811CommonNONE
02079K305GOOGLALPHABET INC$1.1M0.49%4,428CommonNONE
68389X105ORCLORACLE CORP$1.0M0.48%3,726CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$1.0M0.47%193CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$1.0M0.47%8,301CommonNONE
437076102HDHOME DEPOT INC$962,7950.44%2,376CommonNONE
78468R663BILSPDR SERIES TRUST$957,5030.44%10,436CommonNONE
609839105MPWRMONOLITHIC PWR SYS INC$874,6080.40%950CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$865,9570.39%8,839CommonNONE
49456B101KMIKINDER MORGAN INC DEL$844,8520.38%29,843CommonNONE
166764100CVXCHEVRON CORP NEW$843,2410.38%5,430CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$836,0570.38%1,663CommonNONE
369604301GEGE AEROSPACE$822,7430.37%2,735CommonNONE
747525103QCOMQUALCOMM INC$817,3960.37%4,913CommonNONE
95040Q104WELLWELLTOWER INC$793,6140.36%4,455CommonNONE
64110L106NFLXNETFLIX INC$787,6900.36%657CommonNONE
92826C839VVISA INC$779,1190.35%2,282CommonNONE
17275R102CSCOCISCO SYS INC$775,7460.35%11,338CommonNONE
532457108LLYELI LILLY & CO$773,7280.35%1,014CommonNONE
57636Q104MAMASTERCARD INCORPORATED$755,3920.34%1,328CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$754,2600.34%2,555CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$726,3020.33%1,624CommonNONE
742718109PGPROCTER AND GAMBLE CO$722,5840.33%4,703CommonNONE
842587107SOSOUTHERN CO$717,8590.33%7,575CommonNONE
48251W104KKRKKR & CO INC$687,3170.31%5,289CommonNONE
94106L109WMWASTE MGMT INC DEL$671,9860.31%3,043CommonNONE
776696106ROPROPER TECHNOLOGIES INC$660,3460.30%1,324CommonNONE
743315103PGRPROGRESSIVE CORP$629,7220.29%2,550CommonNONE
893641100TDGTRANSDIGM GROUP INC$604,9710.28%459CommonNONE
501044101KRKROGER CO$561,6600.26%8,332CommonNONE
478160104JNJJOHNSON & JOHNSON$506,3810.23%2,731CommonNONE
704326107PAYXPAYCHEX INC$492,0820.22%3,882CommonNONE
05722G100BKRBAKER HUGHES COMPANY$403,8890.18%8,290CommonNONE
88160R101TSLATESLA INC$402,9160.18%906CommonNONE
11135F101AVGOBROADCOM INC$391,2540.18%1,186CommonNONE
464287226AGGISHARES TR$327,8180.15%3,270CommonNONE
018802108LNTALLIANT ENERGY CORP$324,7810.15%4,818CommonNONE
031100100AMEAMETEK INC$315,2760.14%1,677CommonNONE
04316A108APAMARTISAN PARTNERS ASSET MGMT$311,8290.14%7,185CommonNONE
30231G102XOMEXXON MOBIL CORP$299,1260.14%2,653CommonNONE
922907746VTEBVANGUARD MUN BD FDS$292,4090.13%5,840CommonNONE
025072885AVUSAMERICAN CENTY ETF TR$291,4970.13%2,682CommonNONE
209115104EDCONSOLIDATED EDISON INC$288,8940.13%2,874CommonNONE
872590104TMUST-MOBILE US INC$280,7930.13%1,173CommonNONE
714046109RVTYREVVITY INC$272,8540.12%3,113CommonNONE
34959J108FTVFORTIVE CORP$266,5550.12%5,441CommonNONE
760759100RSGREPUBLIC SVCS INC$261,6070.12%1,140CommonNONE
46641Q654JMSTJ P MORGAN EXCHANGE TRADED F$255,9510.12%5,015CommonNONE
922020805VTIPVANGUARD MALVERN FDS$255,8720.12%5,054CommonNONE
02209S103MOALTRIA GROUP INC$254,4630.12%3,852CommonNONE
69370C100PTCPTC INC$252,9630.11%1,246CommonNONE
025072349AVLVAMERICAN CENTY ETF TR$247,9240.11%3,431CommonNONE
827048109SLGNSILGAN HLDGS INC$247,9100.11%5,764CommonNONE
94106B101WCNWASTE CONNECTIONS INC$246,2960.11%1,401CommonNONE
46090E103QQQINVESCO QQQ TR$245,8510.11%409CommonNONE
464287572IOOISHARES TR$196,0960.09%1,634CommonNONE
464287879IJSISHARES TR$165,1490.08%1,493CommonNONE
025072695AVMUAMERICAN CENTY ETF TR$151,2650.07%3,317CommonNONE
65339F101NEENEXTERA ENERGY INC$135,1270.06%1,790CommonNONE
922908363VOOVANGUARD INDEX FDS$125,2800.06%204CommonNONE
025072703AVDEAMERICAN CENTY ETF TR$122,2160.06%1,549CommonNONE
78468R853SPSMSPDR SERIES TRUST$121,2380.06%2,617CommonNONE
907818108UNPUNION PAC CORP$110,8580.05%469CommonNONE
025072190AVDSAMERICAN CENTY ETF TR$109,1000.05%1,615CommonNONE
25434V807DFIVDIMENSIONAL ETF TRUST$107,0630.05%2,321CommonNONE
58933Y105MRKMERCK & CO INC$99,2610.05%1,171CommonNONE
00287Y109ABBVABBVIE INC$98,8680.04%427CommonNONE
92189H409HYDVANECK ETF TRUST$98,7970.04%1,941CommonNONE
040413205ANETARISTA NETWORKS INC$89,3200.04%613CommonNONE
713448108PEPPEPSICO INC$88,2280.04%628CommonNONE
78433H576QQQHNEOS ETF TRUST$84,3680.04%1,551CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$81,3590.04%446CommonNONE
191216100KOCOCA COLA CO$67,5610.03%1,011CommonNONE
219350105GLWCORNING INC$63,4090.03%773CommonNONE
78468R622JNKSPDR SERIES TRUST$62,7100.03%640CommonNONE
72201R783HYSPIMCO ETF TR$62,4790.03%653CommonNONE
464287176TIPISHARES TR$61,7630.03%555CommonNONE
922042874VGKVANGUARD INTL EQUITY INDEX F$60,7280.03%761CommonNONE
595112103MUMICRON TECHNOLOGY INC$60,2350.03%360CommonNONE
72201R205STPZPIMCO ETF TR$59,4330.03%1,097CommonNONE
922040845VBILVANGUARD INSTL INDEX FD$55,6670.03%736CommonNONE
002824100ABTABBOTT LABS$55,1830.03%412CommonNONE
464287440IEFISHARES TR$54,7890.02%568CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$52,6470.02%243CommonNONE
097023105BABOEING CO$52,2310.02%242CommonNONE
06738E204BCSBARCLAYS PLC$51,8820.02%2,510CommonNONE
617446448MSMORGAN STANLEY$49,9130.02%314CommonNONE
244199105DEDEERE & CO$49,8410.02%109CommonNONE
060505104BACBANK AMERICA CORP$48,9070.02%948CommonNONE
46428Q109SLVISHARES SILVER TR$47,7930.02%1,128CommonNONE
452308109ITWILLINOIS TOOL WKS INC$46,0160.02%176CommonNONE
354921108EZBCFRANKLIN TEMPLETON DIGITAL H$45,9500.02%694CommonNONE
12572Q105CMECME GROUP INC$45,9320.02%170CommonNONE
74736K101QRVOQORVO INC$45,4490.02%499CommonNONE
05964H105SANBANCO SANTANDER S.A.$43,7120.02%4,171CommonNONE
464285204IAUISHARES GOLD TR$43,5890.02%599CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$43,3600.02%134CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$41,9690.02%63CommonNONE
816851109SRESEMPRA$40,8140.02%454CommonNONE
G29183103ETNEATON CORP PLC$39,6700.02%106CommonNONE
69047Q102OVVOVINTIV INC$39,4110.02%976CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$39,0210.02%49CommonNONE
74340W103PLDPROLOGIS INC.$38,8220.02%339CommonNONE
14040H105COFCAPITAL ONE FINL CORP$38,4770.02%181CommonNONE
09290D101BLKBLACKROCK INC$38,4740.02%33CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$36,7880.02%679CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$35,7560.02%221CommonNONE
75513E101RTXRTX CORPORATION$34,4700.02%206CommonNONE
56585A102MPCMARATHON PETE CORP$33,3440.02%173CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$32,0430.01%159CommonNONE
254687106DISDISNEY WALT CO$31,9460.01%279CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$31,7320.01%722CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$30,7320.01%89CommonNONE
291011104EMREMERSON ELEC CO$30,1530.01%230CommonNONE
29084Q100EMEEMCOR GROUP INC$29,8790.01%46CommonNONE
580135101MCDMCDONALDS CORP$28,5810.01%94CommonNONE
172967424CCITIGROUP INC$27,7100.01%273CommonNONE
718172109PMPHILIP MORRIS INTL INC$27,0870.01%167CommonNONE
824348106SHWSHERWIN WILLIAMS CO$26,4780.01%76CommonNONE
872540109TJXTJX COS INC NEW$26,3060.01%182CommonNONE
149123101CATCATERPILLAR INC$26,2430.01%55CommonNONE
548661107LOWLOWES COS INC$26,1360.01%104CommonNONE
780287108RGLDROYAL GOLD INC$25,8750.01%129CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$25,6500.01%228CommonNONE
922042866VPLVANGUARD INTL EQUITY INDEX F$25,3860.01%289CommonNONE
949746101WMT2WELLS FARGO CO NEW$25,0620.01%299CommonNONE
33740F276EIPIFIRST TR EXCHNG TRADED FD VI$25,0520.01%1,264CommonNONE
458140100INTCINTEL CORP$25,0130.01%746CommonNONE
04247X102AWIARMSTRONG WORLD INDS INC NEW$24,8930.01%127CommonNONE
375558103GILDGILEAD SCIENCES INC$24,3090.01%219CommonNONE
36828A101GEVGE VERNOVA INC$23,9810.01%39CommonNONE
278865100ECLECOLAB INC$23,8680.01%87CommonNONE
78409V104SPGIS&P GLOBAL INC$23,8490.01%49CommonNONE
G54950103LINLINDE PLC$23,7500.01%50CommonNONE
758849103REGREGENCY CTRS CORP$23,3910.01%316CommonNONE
025816109AXPAMERICAN EXPRESS CO$23,2510.01%70CommonNONE
464288273SCZISHARES TR$23,0160.01%300CommonNONE
03831W108APPAPPLOVIN CORP$22,9930.01%32CommonNONE
311900104FASTFASTENAL CO$22,8040.01%465CommonNONE
G5960L103MDTMEDTRONIC PLC$22,6040.01%237CommonNONE
12541W209CHRWC H ROBINSON WORLDWIDE INC$22,3470.01%168CommonNONE
639057207NWGNATWEST GROUP PLC$22,2010.01%1,569CommonNONE
438516106HONHONEYWELL INTL INC$21,9930.01%104CommonNONE
65336K103NXSTNEXSTAR MEDIA GROUP INC$21,9490.01%111CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$21,3940.01%114CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$20,8560.01%43CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$20,5240.01%656CommonNONE
37954Y483QYLDGLOBAL X FDS$20,2060.01%1,188CommonNONE
33734H106FVDFIRST TR EXCHANGE-TRADED FD$19,9290.01%431CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$19,6640.01%436CommonNONE
866796105SLFSUN LIFE FINANCIAL INC.$19,6300.01%327CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$19,5500.01%70CommonNONE
780259305SHELSHELL PLC$19,5080.01%273CommonNONE
25809K105DASHDOORDASH INC$18,7670.01%69CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$18,6340.01%38CommonNONE
97717W380AGZDWISDOMTREE TR$18,5850.01%826CommonNONE
032095101APHAMPHENOL CORP NEW$18,4390.01%149CommonNONE
891092108TTCTORO CO$18,2880.01%240CommonNONE
00206R102TAT&T INC$18,2150.01%645CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$18,1820.01%318CommonNONE
803054204SAPSAP SE$17,9030.01%67CommonNONE
047649108ATKRATKORE INC$17,6930.01%282CommonNONE
052769106ADSKAUTODESK INC$17,4720.01%55CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$17,3570.01%161CommonNONE
756109104OREALTY INCOME CORP$17,2640.01%284CommonNONE
038222105AMATAPPLIED MATLS INC$17,1980.01%84CommonNONE
651639106NEMNEWMONT CORP$17,1150.01%203CommonNONE
09260D107BXBLACKSTONE INC$17,0850.01%100CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$17,0790.01%85CommonNONE
624758108MWAMUELLER WTR PRODS INC$16,9200.01%663CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$16,8600.01%48CommonNONE
464287309IVWISHARES TR$16,5390.01%137CommonNONE
942749102WTSWATTS WATER TECHNOLOGIES INC$16,4780.01%59CommonNONE
257651109DCIDONALDSON INC$16,3700.01%200CommonNONE
836100107SOUNSOUNDHOUND AI INC$16,3210.01%1,015CommonNONE
594972408MSTRSTRATEGY INC$16,1100.01%50CommonNONE
12504L109CBRECBRE GROUP INC$15,9140.01%101CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$15,7950.01%48CommonNONE
74164M108PRIPRIMERICA INC$15,5450.01%56CommonNONE
922908736VUGVANGUARD INDEX FDS$15,3640.01%32CommonNONE
833445109SNOWSNOWFLAKE INC$15,3370.01%68CommonNONE
384637104GHCGRAHAM HLDGS CO$15,3050.01%13CommonNONE
231561101CWCURTISS WRIGHT CORP$15,2020.01%28CommonNONE
88579Y101MMM3M CO$15,0520.01%97CommonNONE
441593100HLIHOULIHAN LOKEY INC$14,9880.01%73CommonNONE
82509L107SHOPSHOPIFY INC$14,8610.01%100CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$14,8350.01%231CommonNONE
285512109EAELECTRONIC ARTS INC$14,7240.01%73CommonNONE
337738108FISVFISERV INC$14,5690.01%113CommonNONE
88023U101SGISOMNIGROUP INTERNATIONAL INC$14,4200.01%171CommonNONE
126650100CVSCVS HEALTH CORP$14,3990.01%191CommonNONE
778296103ROSTROSS STORES INC$14,0200.01%92CommonNONE
N07059210ASMLASML HOLDING N V$13,5530.01%14CommonNONE
911363109URIUNITED RENTALS INC$13,3650.01%14CommonNONE
59156R108METMETLIFE INC$13,3440.01%162CommonNONE
89832Q109TFCTRUIST FINL CORP$13,2130.01%289CommonNONE
770700102HOODROBINHOOD MKTS INC$13,1730.01%92CommonNONE
92204A405VFHVANGUARD WORLD FD$12,9930.01%99CommonNONE
852066208SIISPROTT INC$12,8940.01%155CommonNONE
81762P102NOWSERVICENOW INC$12,8840.01%14CommonNONE
882508104TXNTEXAS INSTRS INC$12,8610.01%70CommonNONE
733174700BPOPPOPULAR INC$12,6480.01%99CommonNONE
749685103RPMRPM INTL INC$12,6130.01%107CommonNONE
46266C105IQVIQVIA HLDGS INC$12,3460.01%65CommonNONE
461202103INTUINTUIT$12,2920.01%18CommonNONE
701094104PHPARKER-HANNIFIN CORP$12,1300.01%16CommonNONE
759937204IPORENAISSANCE CAP GREENWICH FD$12,0930.01%244CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$12,0200.01%84CommonNONE
008474108AEMAGNICO EAGLE MINES LTD$11,9680.01%71CommonNONE
98389B100XELXCEL ENERGY INC$11,9360.01%148CommonNONE
229663109CUBECUBESMART$11,9130.01%293CommonNONE
717081103PFEPFIZER INC$11,8480.01%465CommonNONE
808513105SCHWSCHWAB CHARLES CORP$11,8380.01%124CommonNONE
29444U700EQIXEQUINIX INC$11,7490.01%15CommonNONE
655844108NSCNORFOLK SOUTHN CORP$11,7160.01%39CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$11,5770.01%19CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$11,5420.01%591CommonNONE
82846H405QXOQXO INC$11,4360.01%600CommonNONE
231021106CMICUMMINS INC$11,4040.01%27CommonNONE
902973304USBUS BANCORP DEL$11,2610.01%233CommonNONE
369550108GDGENERAL DYNAMICS CORP$11,2530.01%33CommonNONE
925652109VICIVICI PPTYS INC$11,2500.01%345CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$11,2450.01%20CommonNONE
G491BT108IVZINVESCO LTD$11,2220.01%489CommonNONE
860630102SFSTIFEL FINL CORP$11,0070.01%97CommonNONE
74460D109PSAPUBLIC STORAGE OPER CO$10,9760.00%38CommonNONE
615369105MCOMOODYS CORP$10,9590.00%23CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$10,9290.00%130CommonNONE
482480100KLACKLA CORP$10,7860.00%10CommonNONE
512807306LRCXLAM RESEARCH CORP$10,7120.00%80CommonNONE
19260Q107COINCOINBASE GLOBAL INC$10,4620.00%31CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$10,4460.00%62CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$10,4450.00%95CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$10,3240.00%23CommonNONE
78464A649SPABSPDR SERIES TRUST$10,1330.00%392CommonNONE
496902404KGCKINROSS GOLD CORP$10,1140.00%407CommonNONE
46432F339QUALISHARES TR$9,9200.00%51CommonNONE
81141R100SESEA LTD$9,8300.00%55CommonNONE
23331A109DHID R HORTON INC$9,6600.00%57CommonNONE
744320102PRUPRUDENTIAL FINL INC$9,6480.00%93CommonNONE
92936U109WPCWP CAREY INC$9,5760.00%142CommonNONE
318672706FBPFIRST BANCORP P R$9,4820.00%430CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$9,4680.00%31CommonNONE
31488V107FERGFERGUSON ENTERPRISES INC$9,4320.00%42CommonNONE
345370860FFORD MTR CO$9,4010.00%786CommonNONE
57667L107MTCHMATCH GROUP INC NEW$9,2540.00%262CommonNONE
693718108PCARPACCAR INC$9,2420.00%94CommonNONE
18915M107NETCLOUDFLARE INC$9,2270.00%43CommonNONE
075887109BDXBECTON DICKINSON & CO$9,1710.00%49CommonNONE
88033G407THCTENET HEALTHCARE CORP$9,1370.00%45CommonNONE
539830109LMTLOCKHEED MARTIN CORP$9,1250.00%18CommonNONE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$9,1200.00%20CommonNONE
571903202MARMARRIOTT INTL INC NEW$9,1150.00%35CommonNONE
745867101PHMPULTE GROUP INC$8,9990.00%68CommonNONE
375916103GILGILDAN ACTIVEWEAR INC$8,9010.00%154CommonNONE
921910816MGKVANGUARD WORLD FD$8,8610.00%22CommonNONE
889478103TOLTOLL BROTHERS INC$8,7030.00%63CommonNONE
894164102TNLTRAVEL PLUS LEISURE CO$8,6860.00%146CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$8,6560.00%31CommonNONE
443201108HWMHOWMET AEROSPACE INC$8,6340.00%44CommonNONE
32054K103FRFIRST INDL RLTY TR INC$8,5440.00%166CommonNONE
91680M107UPSTUPSTART HLDGS INC$8,3820.00%165CommonNONE
20825C104COPCONOCOPHILLIPS$8,3240.00%88CommonNONE
032654105ADIANALOG DEVICES INC$8,2820.00%34CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$8,2620.00%35CommonNONE
92276F100VTRVENTAS INC$8,1890.00%117CommonNONE
064058100BKBANK NEW YORK MELLON CORP$8,1720.00%75CommonNONE
863667101SYKSTRYKER CORPORATION$8,1330.00%22CommonNONE
25746U109DDOMINION ENERGY INC$8,0130.00%131CommonNONE
14174T107CTRECARETRUST REIT INC$7,9420.00%229CommonNONE
22160N109CSGPCOSTAR GROUP INC$7,9310.00%94CommonNONE
H2906T109GRMNGARMIN LTD$7,8790.00%32CommonNONE
654106103NKENIKE INC$7,8780.00%112CommonNONE
277276101EGPEASTGROUP PPTYS INC$7,7860.00%46CommonNONE
969457100WMBWILLIAMS COS INC$7,7290.00%122CommonNONE
92204A603VISVANGUARD WORLD FD$7,7040.00%26CommonNONE
23804L103DDOGDATADOG INC$7,6900.00%54CommonNONE
009066101ABNBAIRBNB INC$7,6490.00%63CommonNONE
278642103EBAYEBAY INC.$7,6400.00%84CommonNONE
37045V100GMGENERAL MTRS CO$7,6210.00%125CommonNONE
88339J105TTDTHE TRADE DESK INC$7,5480.00%154CommonNONE
117043109BCBRUNSWICK CORP$7,5260.00%119CommonNONE
84265V105SCCOSOUTHERN COPPER CORP$7,5240.00%62CommonNONE
871829107SYYSYSCO CORP$7,4930.00%91CommonNONE
46284V101IRMIRON MTN INC DEL$7,3950.00%72CommonNONE
55303J106MGPIMGP INGREDIENTS INC NEW$7,3780.00%305CommonNONE
009158106APDAIR PRODS & CHEMS INC$7,3630.00%27CommonNONE
464287242LQDISHARES TR$7,3570.00%66CommonNONE
806857108SLBSCHLUMBERGER LTD$7,2520.00%211CommonNONE
40412C101HCAHCA HEALTHCARE INC$7,2450.00%17CommonNONE
464287432TLTISHARES TR$7,2390.00%81CommonNONE
406216101HALHALLIBURTON CO$7,2080.00%293CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$7,1970.00%54CommonNONE
552848103MTGMGIC INVT CORP WIS$7,1780.00%253CommonNONE
92939U106WECWEC ENERGY GROUP INC$7,1050.00%62CommonNONE
533900106LECOLINCOLN ELEC HLDGS INC$7,0750.00%30CommonNONE
58733R102MELIMERCADOLIBRE INC$7,0110.00%3CommonNONE
52567D107LMNDLEMONADE INC$6,9050.00%129CommonNONE
26622P107DOCSDOXIMITY INC$6,8760.00%94CommonNONE
844741108LUVSOUTHWEST AIRLS CO$6,8290.00%214CommonNONE
95082P105WCCWESCO INTL INC$6,7680.00%32CommonNONE
37959E102GLGLOBE LIFE INC$6,7200.00%47CommonNONE
626717102MURMURPHY OIL CORP$6,7050.00%236CommonNONE
87265H109T86TRI POINTE HOMES INC$6,6920.00%197CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$6,6640.00%99CommonNONE
79466L302CRMSALESFORCE INC$6,6360.00%28CommonNONE
G87052109TELTE CONNECTIVITY PLC$6,5860.00%30CommonNONE
89214P109TOWNTOWNEBANK PORTSMOUTH VA$6,5680.00%190CommonNONE
29452E101EQHEQUITABLE HLDGS INC$6,5510.00%129CommonNONE
235851102DHRDANAHER CORPORATION$6,5430.00%33CommonNONE
7591EP100RFREGIONS FINANCIAL CORP NEW$6,4410.00%242CommonNONE
45168D104IDXXIDEXX LABS INC$6,3890.00%10CommonNONE
750940108RALRALLIANT CORP$6,3850.00%146CommonNONE
29476L107EQREQUITY RESIDENTIAL$6,3440.00%98CommonNONE
025072356AVREAMERICAN CENTY ETF TR$6,2720.00%141CommonNONE
92204A504VHTVANGUARD WORLD FD$6,2300.00%24CommonNONE
885160101THOTHOR INDS INC$6,2210.00%60CommonNONE
74762E102QUREQUANTA SVCS INC$6,2160.00%15CommonNONE
892356106TSCOTRACTOR SUPPLY CO$6,1990.00%109CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$6,1950.00%20CommonNONE
988498101YUMYUM BRANDS INC$6,1880.00%41CommonNONE
852234103XYZBLOCK INC$6,1430.00%85CommonNONE
650111107NYTNEW YORK TIMES CO$6,1420.00%107CommonNONE
070830104BBWIBATH & BODY WORKS INC$6,1100.00%237CommonNONE
30161N101EXCEXELON CORP$6,0310.00%134CommonNONE
771049103RBLXROBLOX CORP$5,9560.00%43CommonNONE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$5,9420.00%23CommonNONE
92204A801VAWVANGUARD WORLD FD$5,9410.00%29CommonNONE
G25508105CRHCRH PLC$5,8750.00%49CommonNONE
281020107EIXEDISON INTL$5,8600.00%106CommonNONE
46436E338TLTWISHARES TR$5,8450.00%250CommonNONE
91529Y106UNMUNUM GROUP$5,8340.00%75CommonNONE
427866108HSYHERSHEY CO$5,7990.00%31CommonNONE
910047109UALUNITED AIRLS HLDGS INC$5,7900.00%60CommonNONE
136069101CMCANADIAN IMPERIAL BANK OF CO$5,7520.00%72CommonNONE
H8088L103SRADSPORTRADAR GROUP AG$5,7030.00%212CommonNONE
92840M102VSTVISTRA CORP$5,6820.00%29CommonNONE
031162100AMGNAMGEN INC$5,6440.00%20CommonNONE
29269R105EFXTENERFLEX LTD$5,6060.00%520CommonNONE
773903109ROKROCKWELL AUTOMATION INC$5,5920.00%16CommonNONE
71880K101PHINPHINIA INC$5,5760.00%97CommonNONE
46817M107JXNJACKSON FINANCIAL INC$5,5680.00%55CommonNONE
773121108RKLBROCKET LAB CORP$5,5100.00%115CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$5,4990.00%82CommonNONE
217204106CPRTCOPART INC$5,4860.00%122CommonNONE
609207105MDLZMONDELEZ INTL INC$5,4350.00%87CommonNONE
H1467J104CBCHUBB LIMITED$5,3800.00%19CommonNONE
G0403H108AONAON PLC$5,3490.00%15CommonNONE
353514102FELEFRANKLIN ELEC INC$5,3310.00%56CommonNONE
858119100STLDSTEEL DYNAMICS INC$5,2980.00%38CommonNONE
038923108ABRARBOR REALTY TRUST INC$5,2500.00%430CommonNONE
H17182108CRSPCRISPR THERAPEUTICS AG$5,1850.00%80CommonNONE
929089100VOYAVOYA FINANCIAL INC$5,1610.00%69CommonNONE
68268W103OMFONEMAIN HLDGS INC$5,1380.00%91CommonNONE
98980G102ZSZSCALER INC$5,0940.00%17CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$5,0790.00%18CommonNONE
15135B101CNCCENTENE CORP DEL$5,0670.00%142CommonNONE
920253101VMIVALMONT INDS INC$5,0400.00%13CommonNONE
77543R102ROKUROKU INC$5,0060.00%50CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$5,0000.00%26CommonNONE
651587107NEUNEWMARKET CORP$4,9860.00%6CommonNONE
85254J102STAGSTAG INDL INC$4,9760.00%141CommonNONE
29355X107NPOENPRO INC$4,9720.00%22CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$4,9290.00%19CommonNONE
49446R109KIMKIMCO RLTY CORP$4,8730.00%223CommonNONE
20030N101CMCSACOMCAST CORP NEW$4,8700.00%155CommonNONE
08975B109BBAIBIGBEAR AI HLDGS INC$4,8570.00%745CommonNONE
015271109AREALEXANDRIA REAL ESTATE EQ IN$4,8340.00%58CommonNONE
48020Q107JLLJONES LANG LASALLE INC$4,7720.00%16CommonNONE
74319R101PRGPROG HOLDINGS INC$4,7570.00%147CommonNONE
767204100RIORIO TINTO PLC$4,7530.00%72CommonNONE
92204A876VPUVANGUARD WORLD FD$4,7350.00%25CommonNONE
866674104SUISUN CMNTYS INC$4,6440.00%36CommonNONE
33767E202FSVFIRSTSERVICE CORP NEW$4,5780.00%24CommonNONE
036752103ELVELEVANCE HEALTH INC FORMERLY$4,5240.00%14CommonNONE
33939L407GUNRFLEXSHARES TR$4,5090.00%103CommonNONE
049468101TEAMATLASSIAN CORPORATION$4,4720.00%28CommonNONE
59522J103MAAMID-AMER APT CMNTYS INC$4,4710.00%32CommonNONE
871607107SNPSSYNOPSYS INC$4,4410.00%9CommonNONE
M7S750159NYAXNAYAX LTD$4,4280.00%93CommonNONE
88146M101TRNOTERRENO RLTY CORP$4,4260.00%78CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$4,3930.00%45CommonNONE
370334104GISGENERAL MLS INC$4,3870.00%87CommonNONE
718546104PSXPHILLIPS 66$4,3530.00%32CommonNONE
92645B103VCTRVICTORY CAP HLDGS INC$4,3390.00%67CommonNONE
781846209RUSHARUSH ENTERPRISES INC$4,3310.00%81CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$4,3270.00%19CommonNONE
67079K100SMRNUSCALE PWR CORP$4,3200.00%120CommonNONE
05464C101AXONAXON ENTERPRISE INC$4,3060.00%6CommonNONE
705015105PSOPEARSON PLC$4,2760.00%302CommonNONE
74347M108PUMPPROPETRO HLDG CORP$4,2600.00%813CommonNONE
126408103CSXCSX CORP$4,2260.00%119CommonNONE
22052L104CTVACORTEVA INC$4,1930.00%62CommonNONE
913456109UVVUNIVERSAL CORP VA$4,1900.00%75CommonNONE
229899109CFRCULLEN FROST BANKERS INC$4,1830.00%33CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$4,1300.00%55CommonNONE
02376R102AALAMERICAN AIRLS GROUP INC$4,0460.00%360CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$4,0440.00%52CommonNONE
922908652VXFVANGUARD INDEX FDS$3,9770.00%19CommonNONE
143658300CCL1EURCARNIVAL CORP$3,9610.00%137CommonNONE
464287507IJHISHARES TR$3,9160.00%60CommonNONE
00724F101ADBEADOBE INC$3,8800.00%11CommonNONE
697435105PANWPALO ALTO NETWORKS INC$3,8690.00%19CommonNONE
98954M200ZZILLOW GROUP INC$3,8520.00%50CommonNONE
60786M105MCMOELIS & CO$3,8510.00%54CommonNONE
133131102CPTCAMDEN PPTY TR$3,8440.00%36CommonNONE
G4124C109GRABGRAB HOLDINGS LIMITED$3,8230.00%635CommonNONE
855244109SBUXSTARBUCKS CORP$3,8070.00%45CommonNONE
001055102AFLAFLAC INC$3,7980.00%34CommonNONE
929160109VMCVULCAN MATLS CO$3,6910.00%12CommonNONE
313745101FRTFEDERAL RLTY INVT TR NEW$3,5460.00%35CommonNONE
011532108AGIALAMOS GOLD INC NEW$3,5210.00%101CommonNONE
099724106BWABORGWARNER INC$3,5170.00%80CommonNONE
165167735EXEEXPAND ENERGY CORPORATION$3,5060.00%33CommonNONE
50155Q100KDKYNDRYL HLDGS INC$3,4830.00%116CommonNONE
833034101SNASNAP ON INC$3,4650.00%10CommonNONE
25754A201DPZDOMINOS PIZZA INC$3,4540.00%8CommonNONE
27579R104EWBCEAST WEST BANCORP INC$3,4060.00%32CommonNONE
30225T102EXREXTRA SPACE STORAGE INC$3,3830.00%24CommonNONE
22822V101CCICROWN CASTLE INC$3,3770.00%35CommonNONE
00846U101AAGILENT TECHNOLOGIES INC$3,3370.00%26CommonNONE
92537N108VRTVERTIV HOLDINGS CO$3,3190.00%22CommonNONE
253868103DLRDIGITAL RLTY TR INC$3,2850.00%19CommonNONE
526057104LENLENNAR CORP$3,2770.00%26CommonNONE
314211103FHIFEDERATED HERMES INC$3,2720.00%63CommonNONE
91332U101UUNITY SOFTWARE INC$3,2030.00%80CommonNONE
03990B101ARESARES MANAGEMENT CORPORATION$3,1980.00%20CommonNONE
494368103KMBKIMBERLY-CLARK CORP$3,1400.00%25CommonNONE
857477103STTSTATE STR CORP$3,1320.00%27CommonNONE
770323103RHIROBERT HALF INC.$3,1260.00%92CommonNONE
G4474Y214JHGJANUS HENDERSON GROUP PLC$3,1160.00%70CommonNONE
31428X106FDXFEDEX CORP$3,1000.00%13CommonNONE
553498106MSAMSA SAFETY INC$3,0970.00%18CommonNONE
88642R109TDWTIDEWATER INC NEW$3,0930.00%58CommonNONE
416515104HIGHARTFORD INSURANCE GROUP INC$3,0760.00%23CommonNONE
31609A404FENIFIDELITY COVINGTON TRUST$3,0690.00%87CommonNONE
493267108KEYKEYCORP$3,0460.00%163CommonNONE
709789101PEBOPEOPLES BANCORP INC$3,0290.00%101CommonNONE
64031N108NNINELNET INC$3,0090.00%24CommonNONE
670346105NUENUCOR CORP$2,9790.00%22CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$2,9590.00%12CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$2,9540.00%7CommonNONE
053807103AVTAVNET INC$2,9280.00%56CommonNONE
29364G103ETRENTERGY CORP NEW$2,8890.00%31CommonNONE
294821608ERICTELEFONAKTIEBOLAGET LM ERICS$2,8780.00%348CommonNONE
46429B697USMVISHARES TR$2,8540.00%30CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$2,8240.00%72CommonNONE
674215207CHRDCHORD ENERGY CORPORATION$2,7820.00%28CommonNONE
000957100ABMABM INDS INC$2,7210.00%59CommonNONE
830879102SKYWSKYWEST INC$2,7170.00%27CommonNONE
48282T104KAIKADANT INC$2,6780.00%9CommonNONE
90041L105TPBTURNING PT BRANDS INC$2,6690.00%27CommonNONE
890260839TNXPTONIX PHARMACEUTICALS HLDG C$2,6580.00%110CommonNONE
50050N103KTBKONTOOR BRANDS INC$2,6320.00%33CommonNONE
929740108WABWABTEC$2,6060.00%13CommonNONE
466313103JBLJABIL INC$2,6060.00%12CommonNONE
125523100CITHE CIGNA GROUP$2,5940.00%9CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$2,5890.00%31CommonNONE
617700109MORNMORNINGSTAR INC$2,5520.00%11CommonNONE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$2,5490.00%42CommonNONE
464288679SHVISHARES TR$2,5410.00%23CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$2,5210.00%4CommonNONE

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.