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Boreal Capital Management LLC

Q2 2025 · 13F-HR

Boreal Capital Management LLCholdings as filed

Filed 2025-08-12 · accession 0002080094-25-000001

$121.1M
Reported value
488
Positions
2025-06-30
Period end
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The Brief · Boreal Capital Management LLC · Q2 2025

AI · grounded in 13F

Boreal Capital Management LLC established a new position in QUAL valued at $6.84M. The fund also initiated new stakes in SPY for $5.52M and NVDA for $5.19M. Other new additions include AAPL at $4.05M, QQQ at $3.96M, and MSFT at $3.35M. Total assets under management stand at $121.07M across 488 positions.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46432F339QUALISHARES TR$6.8M5.65%37,425CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$5.5M4.56%0CommonSOLE
67066G104NVDANVIDIA CORPORATION$5.2M4.29%32,856CommonNONE
037833100AAPLAPPLE INC$4.0M3.34%19,723CommonNONE
46090E103QQQINVESCO QQQ TR$4.0M3.27%7,178CommonNONE
594918104MSFTMICROSOFT CORP$3.3M2.77%6,734CommonNONE
023135106AMZNAMAZON COM INC$3.0M2.48%13,673CommonNONE
922908363VOOVANGUARD INDEX FDS$2.7M2.24%4,760CommonNONE
464287457SHYISHARES TR$2.4M1.97%28,766CommonNONE
02079K305GOOGLALPHABET INC$2.4M1.94%13,353CommonNONE
464288687PFFISHARES TR$1.9M1.53%60,338CommonNONE
78463V107GLDSPDR GOLD TR$1.7M1.44%5,725CommonNONE
74348A467NOBLPROSHARES TR$1.6M1.35%16,197CommonNONE
N07059210ASMLASML HOLDING N V$1.6M1.32%1,996CommonNONE
92826C839VVISA INC$1.6M1.31%4,466CommonNONE
11135F101AVGOBROADCOM INC$1.4M1.19%5,233CommonNONE
30303M102METAMETA PLATFORMS INC$1.4M1.16%1,906CommonNONE
57636Q104MAMASTERCARD INCORPORATED$1.4M1.15%2,478CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$1.4M1.14%17,394CommonNONE
922908769VTIVANGUARD INDEX FDS$1.3M1.08%4,277CommonNONE
74255Y888PREFPRINCIPAL EXCHANGE TRADED FD$1.3M1.05%66,894CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.2M0.98%2,436CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$1.2M0.96%20,343CommonNONE
46138E511PGXINVESCO EXCH TRADED FD TR II$1.1M0.89%0CommonSOLE
02079K107GOOGALPHABET INC$1.1M0.89%6,065CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$1.1M0.89%4,242CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$1.1M0.89%17,534CommonNONE
743315103PGRPROGRESSIVE CORP$931,6080.77%3,491CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$907,8910.75%6,660CommonNONE
464288588MBBISHARES TR$884,0520.73%9,416CommonNONE
464287200IVVISHARES TR$828,9010.68%1,335CommonNONE
303250104FICOFAIR ISAAC CORP$811,6140.67%444CommonNONE
72201B101PTYPIMCO CORPORATE & INCOME OPP$802,5870.66%0CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$770,1410.64%4,127CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$730,0090.60%2,340CommonNONE
060505104BACBANK AMERICA CORP$728,3960.60%15,393CommonNONE
01879R106XAWFXALLIANCEBERNSTEIN GLOBAL HIG$728,0350.60%0CommonSOLE
25754A201DPZDOMINOS PIZZA INC$712,8490.59%1,582CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$707,8850.58%2,441CommonNONE
78409V104SPGIS&P GLOBAL INC$693,9130.57%1,316CommonNONE
464287762IYHISHARES TR$687,1920.57%12,167CommonNONE
235851102DHRDANAHER CORPORATION$669,9530.55%3,386CommonNONE
55354G100MSCIMSCI INC$667,2880.55%1,157CommonNONE
46435U853USHYISHARES TR$643,2960.53%0CommonSOLE
464288661IEIISHARES TR$634,3920.52%5,327CommonNONE
00724F101ADBEADOBE INC$607,7880.50%1,571CommonNONE
49714P108KNSLKINSALE CAP GROUP INC$601,0030.50%0CommonSOLE
803054204SAPSAP SE$596,0360.49%1,960CommonNONE
46434V456IQLTISHARES TR$548,8500.45%12,698CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$547,5360.45%10,065CommonNONE
73278L105POOLPOOL CORP$543,0270.45%1,863CommonNONE
626755102MUSAMURPHY USA INC$542,6710.45%0CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$540,6760.45%2,379CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$539,3620.45%2,375CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$539,1520.45%1,829CommonNONE
58733R102MELIMERCADOLIBRE INC$535,7940.44%205CommonNONE
64110L106NFLXNETFLIX INC$532,9730.44%398CommonNONE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$519,6120.43%6,875CommonNONE
464287242LQDISHARES TR$519,5510.43%4,740CommonNONE
679580100ODFLOLD DOMINION FREIGHT LINE IN$519,3600.43%0CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$510,0980.42%9,740CommonNONE
922908736VUGVANGUARD INDEX FDS$504,3010.42%1,149CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$496,1650.41%5,505CommonNONE
670100205NVONOVO-NORDISK A S$494,5280.41%7,165CommonNONE
053332102AZOAUTOZONE INC$493,7260.41%133CommonNONE
78351F107RYANRYAN SPECIALTY HOLDINGS INC$490,4110.41%7,213CommonNONE
464287663IUSVISHARES TR$486,6800.40%5,142CommonNONE
46429B697USMVISHARES TR$485,9620.40%5,176CommonNONE
942622200WSOWATSCO INC$485,7820.40%1,100CommonNONE
893641100TDGTRANSDIGM GROUP INC$483,5630.40%0CommonSOLE
464287226AGGISHARES TR$478,1440.39%4,820CommonNONE
92204A702VGTVANGUARD WORLD FD$472,5640.39%712CommonNONE
478160104JNJJOHNSON & JOHNSON$467,1090.39%3,058CommonNONE
115236101BROBROWN & BROWN INC$460,4430.38%4,153CommonNONE
09258A107BITBLACKROCK MULTI SECTOR INC T$455,3190.38%0CommonSOLE
217204106CPRTCOPART INC$441,5310.36%8,998CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$439,3150.36%5,180CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$428,9430.35%559CommonNONE
437076102HDHOME DEPOT INC$417,2360.34%1,138CommonNONE
872540109TJXTJX COS INC NEW$415,0490.34%3,361CommonNONE
747525103QCOMQUALCOMM INC$412,8010.34%2,592CommonNONE
46436E841IBTHISHARES TR$404,8200.33%0CommonSOLE
69355M107PDOPIMCO DYNAMIC INCOME OPRNTS$403,1420.33%0CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$400,0140.33%1,165CommonNONE
45168D104IDXXIDEXX LABS INC$397,9640.33%742CommonNONE
74347R107SSOPROSHARES TR$392,6790.32%4,009CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$391,3440.32%3,877CommonNONE
000360206AAONAAON INC$384,6060.32%5,215CommonNONE
767292105RIOTRIOT PLATFORMS INC$376,2900.31%33,300CommonNONE
464286608EZUISHARES INC$371,8590.31%6,255CommonNONE
892356106TSCOTRACTOR SUPPLY CO$369,8640.31%0CommonSOLE
46436E478IBHGISHARES TR$369,6560.31%0CommonSOLE
00287Y109ABBVABBVIE INC$358,9650.30%1,933CommonNONE
530158104USALIBERTY ALL STAR EQUITY FD$358,6000.30%0CommonSOLE
464287846IYYISHARES TR$350,4790.29%2,322CommonNONE
30231G102XOMEXXON MOBIL CORP$349,0560.29%0CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$346,4790.29%350CommonNONE
922908744VTVVANGUARD INDEX FDS$339,4130.28%1,910CommonNONE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$329,1400.27%3,880CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$313,7130.26%710CommonNONE
697435105PANWPALO ALTO NETWORKS INC$310,4380.26%1,517CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$297,0670.25%3,184CommonNONE
592688105MTDMETTLER TOLEDO INTERNATIONAL$296,0290.24%252CommonNONE
464287598IWDISHARES TR$291,3450.24%1,500CommonNONE
00206R102TAT&T INC$290,9370.24%10,053CommonNONE
46436E387IBHHISHARES TR$287,1330.24%0CommonSOLE
921910816MGKVANGUARD WORLD FD$285,9110.24%780CommonNONE
464287465EFAISHARES TR$283,9000.23%3,175CommonNONE
46435U168IBHEISHARES TR$274,4090.23%0CommonSOLE
58933Y105MRKMERCK & CO INC$263,8350.22%3,299CommonNONE
97717X701HEDJWISDOMTREE TR$261,7720.22%0CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$261,2250.22%3,375CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$259,2060.21%477CommonNONE
931142103WMTWALMART INC$251,5240.21%2,572CommonNONE
46090A887GSYINVESCO ACTIVELY MANAGED EXC$250,7000.21%0CommonSOLE
46138E354SPLVINVESCO EXCH TRADED FD TR II$248,1120.20%3,407CommonNONE
78468R622JNKSPDR SERIES TRUST$243,8730.20%0CommonSOLE
921932828VIOOVANGUARD ADMIRAL FDS INC$242,9520.20%2,400CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$242,3990.20%811CommonNONE
79466L302CRMSALESFORCE INC$241,4350.20%884CommonNONE
713448108PEPPEPSICO INC$237,9360.20%1,802CommonNONE
09260U109BCATBLACKROCK CAP ALLOCATION TER$237,6220.20%15,695CommonNONE
09262F100ECATBLACKROCK ESG CAP ALLC TERM$235,3910.19%14,657CommonNONE
718172109PMPHILIP MORRIS INTL INC$230,4500.19%1,256CommonNONE
46436E528IBHFISHARES TR$227,6540.19%0CommonSOLE
464285204IAUISHARES GOLD TR$224,8070.19%3,605CommonNONE
46435G474FALNISHARES TR$222,6530.18%0CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$205,6750.17%2,140CommonNONE
654106103NKENIKE INC$204,5320.17%2,863CommonNONE
631103108NDAQNASDAQ INC$203,0720.17%2,271CommonNONE
464287655IWMISHARES TR$199,6050.16%925CommonNONE
20825C104COPCONOCOPHILLIPS$198,7740.16%2,215CommonNONE
032108664HACKAMPLIFY ETF TR$196,4910.16%2,275CommonNONE
464287440IEFISHARES TR$190,2940.16%1,987CommonNONE
580135101MCDMCDONALDS CORP$190,2020.16%651CommonNONE
191216100KOCOCA COLA CO$190,0500.16%2,667CommonNONE
46429B689EFAVISHARES TR$186,6510.15%2,220CommonNONE
37954Y673PAVEGLOBAL X FDS$174,7610.14%4,000CommonNONE
166764100CVXCHEVRON CORP NEW$169,9660.14%1,187CommonNONE
85571B105STWDSTARWOOD PPTY TR INC$164,4000.14%8,000CommonNONE
59124U605MTAMETALLA RTY & STREAMING LTD$159,8560.13%41,630CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$159,5140.13%393CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$156,6910.13%3,385CommonNONE
46428Q109SLVISHARES SILVER TR$155,5190.13%4,740CommonNONE
G0403H108AONAON PLC$154,8330.13%434CommonNONE
46434VBD1IBDQISHARES TR$153,5980.13%0CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$153,1970.13%835CommonNONE
464288513HYGISHARES TR$148,7180.12%0CommonSOLE
46434G103IEMGISHARES INC$145,6300.12%2,425CommonNONE
78464A763SDYSPDR SERIES TRUST$145,0430.12%1,068CommonNONE
48251W104KKRKKR & CO INC$134,2270.11%1,009CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$133,6010.11%650CommonNONE
82509L107SHOPSHOPIFY INC$131,4990.11%1,140CommonNONE
88160R101TSLATESLA INC$125,1580.10%0CommonSOLE
532457108LLYELI LILLY & CO$123,9450.10%159CommonNONE
464288257ACWIISHARES TR$121,8180.10%947CommonNONE
464287234EEMISHARES TR$121,5640.10%2,520CommonNONE
78464A474SPSBSPDR SERIES TRUST$120,7600.10%0CommonSOLE
464288372IGFISHARES TR$119,8200.10%2,024CommonNONE
464289180EUFNISHARES TR$119,4030.10%3,775CommonNONE
90384S303ULTAULTA BEAUTY INC$118,8260.10%254CommonNONE
46436E866ISHARES TR$116,8000.10%0CommonSOLE
92189F106GDXVANECK ETF TRUST$116,0930.10%2,230CommonNONE
75513E101RTXRTX CORPORATION$110,6830.09%758CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$109,1790.09%810CommonNONE
37954Y715BOTZGLOBAL X FDS$108,2680.09%3,308CommonNONE
46434V407SHYGISHARES TR$107,8500.09%2,500CommonNONE
464287788IYFISHARES TR$103,9280.09%858CommonNONE
12572Q105CMECME GROUP INC$101,9790.08%370CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$101,4630.08%1,807CommonNONE
74347W601UGLPROSHARES TR II$100,2360.08%2,892CommonNONE
339750101FNDFLOOR & DECOR HLDGS INC$100,1150.08%1,318CommonNONE
464287432TLTISHARES TR$97,0750.08%0CommonSOLE
464286525ACWVISHARES INC$94,8560.08%800CommonNONE
17275R102CSCOCISCO SYS INC$94,0090.08%1,355CommonNONE
172967424CCITIGROUP INC$93,2060.08%1,095CommonNONE
904767704UNILEVER PLC$86,9830.07%1,422CommonNONE
46436E486IBDWISHARES TR$84,1600.07%0CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$82,9020.07%179CommonNONE
46137V621PGFINVESCO EXCHANGE TRADED FD T$82,4940.07%5,846CommonNONE
137404109CADLCANDEL THERAPEUTICS INC$80,9600.07%16,000CommonNONE
02376R102AALAMERICAN AIRLS GROUP INC$79,4930.07%7,085CommonNONE
025816109AXPAMERICAN EXPRESS CO$79,4260.07%249CommonNONE
74347Y888UCOPROSHARES TR II$78,4350.06%3,500CommonNONE
H5919C104ONONON HLDG AG$78,0750.06%1,500CommonNONE
02209S103MOALTRIA GROUP INC$77,3710.06%1,300CommonNONE
742718109PGPROCTER AND GAMBLE CO$74,5610.06%0CommonSOLE
003264108SIVRABRDN SILVER ETF TRUST$72,3640.06%2,103CommonNONE
617446448MSMORGAN STANLEY$70,9930.06%504CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$70,7860.06%159CommonNONE
369604301GEGE AEROSPACE$69,2370.06%269CommonNONE
30151E806CEFSEXCHANGE LISTED FDS TR$68,3880.06%3,075CommonNONE
13646K108CPCANADIAN PACIFIC KANSAS CITY$67,9980.06%856CommonNONE
46434G822EWJISHARES INC$67,4730.06%900CommonNONE
46435UAA9IBDSISHARES TR$65,5290.05%0CommonSOLE
722014107PHKPIMCO HIGH INCOME FD$63,7400.05%13,147CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$63,6090.05%350CommonNONE
46435GAA0IBDRISHARES TR$63,0500.05%0CommonSOLE
G54950103LINLINDE PLC$62,8700.05%134CommonNONE
882508104TXNTEXAS INSTRS INC$62,2860.05%300CommonNONE
194162103CLCOLGATE PALMOLIVE CO$59,7210.05%657CommonNONE
922908751VBVANGUARD INDEX FDS$59,4410.05%250CommonNONE
254687106DISDISNEY WALT CO$58,8930.05%473CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$55,9120.05%79CommonNONE
78464A797KBESPDR SERIES TRUST$55,7600.05%1,000CommonNONE
G5960L103MDTMEDTRONIC PLC$55,1880.05%628CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$54,4200.04%170CommonNONE
717081103PFEPFIZER INC$52,4550.04%2,164CommonNONE
244199105DEDEERE & CO$51,0110.04%100CommonNONE
46431W507NEARISHARES U S ETF TR$50,9450.04%996CommonNONE
68389X105ORCLORACLE CORP$49,1910.04%225CommonNONE
464288620USIGISHARES TR$47,0150.04%913CommonNONE
31428X106FDXFEDEX CORP$46,7270.04%204CommonNONE
19761L508DIALCOLUMBIA ETF TR I$45,5250.04%2,500CommonNONE
46435G102ICVTISHARES TR$45,0500.04%500CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$44,5590.04%450CommonNONE
464288281EMBISHARES TR$43,5310.04%0CommonSOLE
11271J107BNBROOKFIELD CORP$43,2950.04%700CommonNONE
464288158SUBISHARES TR$42,5360.04%400CommonNONE
775711104ROLROLLINS INC$42,3150.03%0CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$41,7180.03%294CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$41,4640.03%170CommonNONE
46137V118PSPINVESCO EXCHANGE TRADED FD T$41,3100.03%600CommonNONE
594972408MSTRMICROSTRATEGY INC$40,4230.03%100CommonNONE
88579Y101MMM3M CO$40,1910.03%264CommonNONE
461202103INTUINTUIT$39,3810.03%50CommonNONE
74762E102QUREQUANTA SVCS INC$37,8080.03%100CommonNONE
482480100KLACKLA CORP$37,6210.03%42CommonNONE
50212V100LPLALPL FINL HLDGS INC$37,4970.03%100CommonNONE
84858T772EUADSPINNAKER ETF SERIES$37,1090.03%860CommonNONE
718546104PSXPHILLIPS 66$35,7900.03%300CommonNONE
36828A101GEVGE VERNOVA INC$35,4530.03%67CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$34,3010.03%184CommonNONE
389930207BTCGRAYSCALE BITCOIN MINI TR ET$33,9020.03%710CommonNONE
74340W103PLDPROLOGIS INC.$33,6380.03%320CommonNONE
902973304USBUS BANCORP DEL$31,4300.03%687CommonNONE
65339F101NEENEXTERA ENERGY INC$31,2390.03%450CommonNONE
009158106APDAIR PRODS & CHEMS INC$31,0260.03%110CommonNONE
655844108NSCNORFOLK SOUTHN CORP$30,7160.03%120CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$30,6780.03%709CommonNONE
09290D101BLKBLACKROCK INC$30,4280.03%29CommonNONE
922042874VGKVANGUARD INTL EQUITY INDEX F$30,2250.02%390CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$29,9140.02%244CommonNONE
464287309IVWISHARES TR$29,7270.02%270CommonNONE
464287648IWOISHARES TR$29,4430.02%103CommonNONE
035710839NLYANNALY CAPITAL MANAGEMENT IN$29,2800.02%1,500CommonNONE
452308109ITWILLINOIS TOOL WKS INC$28,6060.02%115CommonNONE
723484101PNWPINNACLE WEST CAP CORP$28,3610.02%317CommonNONE
46138W107FXYINVESCO CURRENCYSHARES JAPAN$28,1330.02%0CommonSOLE
464288224ICLNISHARES TR$27,9890.02%2,135CommonNONE
464288828IHFISHARES TR$27,7290.02%569CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$27,1740.02%253CommonNONE
09260D107BXBLACKSTONE INC$26,9240.02%0CommonSOLE
464286665EPPISHARES INC$26,9060.02%545CommonNONE
464288646IGSBISHARES TR$26,4320.02%501CommonNONE
464288240ACWXISHARES TR$26,2040.02%0CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$25,5240.02%220CommonNONE
806857108SLBSCHLUMBERGER LTD$25,3590.02%744CommonNONE
464287176TIPISHARES TR$25,3090.02%230CommonNONE
146869102CVNACARVANA CO$24,9350.02%74CommonNONE
G4705A100ICLRICON PLC$23,2720.02%160CommonNONE
09258G104BSTBLACKROCK SCIENCE & TECHNOLO$22,9020.02%600CommonNONE
29273V100ETENERGY TRANSFER L P$22,6980.02%1,252CommonNONE
911363109URIUNITED RENTALS INC$22,6020.02%30CommonNONE
82982L103SITESITEONE LANDSCAPE SUPPLY INC$21,7690.02%180CommonNONE
517834107LVSLAS VEGAS SANDS CORP$21,7550.02%500CommonNONE
89531P105TREXTREX CO INC$21,7520.02%400CommonNONE
78463X459WDIVSPDR INDEX SHS FDS$21,1620.02%300CommonNONE
533900106LECOLINCOLN ELEC HLDGS INC$20,8070.02%100CommonNONE
46429B747STIPISHARES TR$20,5820.02%0CommonSOLE
81762P102NOWSERVICENOW INC$20,5610.02%20CommonNONE
884903808TRI4EURTHOMSON REUTERS CORP$20,4700.02%102CommonNONE
855244109SBUXSTARBUCKS CORP$20,1580.02%220CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$19,8040.02%400CommonNONE
N3167Y103RACEFERRARI N V$19,6290.02%40CommonNONE
46138E362SPHDINVESCO EXCH TRADED FD TR II$19,0240.02%400CommonNONE
98978V103ZTSZOETIS INC$18,7140.02%120CommonNONE
26875P101EOGEOG RES INC$18,6590.02%156CommonNONE
92206C771VMBSVANGUARD SCOTTSDALE FDS$18,5360.02%0CommonSOLE
464287556IBBISHARES TR$18,3430.02%145CommonNONE
46434V621DGROISHARES TR$18,0310.01%282CommonNONE
426281101JKHYHENRY JACK & ASSOC INC$18,0170.01%100CommonNONE
31488V107FERGFERGUSON ENTERPRISES INC$17,9230.01%82CommonNONE
464288182AAXJISHARES TR$17,8450.01%216CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$17,8250.01%35CommonNONE
635017106FIZZNATIONAL BEVERAGE CORP$17,2960.01%400CommonNONE
464289875AOMISHARES TR$17,0800.01%371CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$17,0190.01%229CommonNONE
13321L108CCJCAMECO CORP$16,7730.01%226CommonNONE
05964H105SANBANCO SANTANDER S.A.$16,6000.01%0CommonSOLE
04016X101ARGXARGENX SE$16,5380.01%30CommonNONE
464287804IJRISHARES TR$16,3930.01%150CommonNONE
21036P108STZCONSTELLATION BRANDS INC$16,2680.01%100CommonNONE
892672106TWTRADEWEB MKTS INC$16,1040.01%110CommonNONE
92338C103VLTOVERALTO CORP$15,8660.01%157CommonNONE
863667101SYKSTRYKER CORPORATION$15,8580.01%40CommonNONE
406216101HALHALLIBURTON CO$15,7940.01%775CommonNONE
92345Y106VRSKVERISK ANALYTICS INC$15,5750.01%50CommonNONE
921910709EDVVANGUARD WORLD FD$15,4490.01%0CommonSOLE
366651107ITGARTNER INC$15,3600.01%38CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$15,2250.01%29CommonNONE
949746101WMT2WELLS FARGO CO NEW$15,2220.01%190CommonNONE
002824100ABTABBOTT LABS$14,9610.01%110CommonNONE
46428R107GSGISHARES S&P GSCI COMMODITY-$14,7660.01%670CommonNONE
749607107RLIRLI CORP$14,4440.01%200CommonNONE
922475108VEEVVEEVA SYS INC$14,3990.01%50CommonNONE
126650100CVSCVS HEALTH CORP$14,1400.01%205CommonNONE
515098101LSTRLANDSTAR SYS INC$13,9020.01%100CommonNONE
78467V608SRLNSSGA ACTIVE ETF TR$13,7660.01%0CommonSOLE
22160N109CSGPCOSTAR GROUP INC$13,6680.01%170CommonNONE
632307104NTRANATERA INC$13,5150.01%80CommonNONE
33768G107FCFSFIRSTCASH HOLDINGS INC$13,5140.01%100CommonNONE
30212P303EXPEEXPEDIA GROUP INC$13,4940.01%80CommonNONE
00214Q203ARKQARK ETF TR$13,3750.01%150CommonNONE
78464A508SPYVSPDR SERIES TRUST$13,0910.01%250CommonNONE
47215P106JDJD.COM INC$13,0560.01%400CommonNONE
500754106KHCKRAFT HEINZ CO$12,9100.01%500CommonNONE
09627Y1092655787DBLUEPRINT MEDICINES CORP$12,8180.01%100CommonNONE
047649108ATKRATKORE INC$12,6990.01%180CommonNONE
574795100MASIMASIMO CORP$12,6160.01%75CommonNONE
243537107DECKDECKERS OUTDOOR CORP$12,3680.01%120CommonNONE
016255101ALGNALIGN TECHNOLOGY INC$12,3060.01%65CommonNONE
92838Y100AIOVIRTUS ARTIFICIAL INTELLIGEN$11,9880.01%483CommonNONE
40637H109HALOHALOZYME THERAPEUTICS INC$11,9640.01%230CommonNONE
458140100INTCINTEL CORP$11,9610.01%534CommonNONE
29444U700EQIXEQUINIX INC$11,9320.01%15CommonNONE
59156R108METMETLIFE INC$11,9020.01%148CommonNONE
780259305SHELSHELL PLC$11,6880.01%166CommonNONE
G3643J108FLUTFLUTTER ENTMT PLC$11,4300.01%40CommonNONE
302130109EXPDEXPEDITORS INTL WASH INC$11,4250.01%100CommonNONE
92189F676SMHVANECK ETF TRUST$11,1550.01%40CommonNONE
74834L100DGXQUEST DIAGNOSTICS INC$11,1370.01%62CommonNONE
464288679SHVISHARES TR$11,0420.01%100CommonNONE
55087P104LYFTLYFT INC$11,0320.01%700CommonNONE
98138H101WDAYWORKDAY INC$10,8000.01%45CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$10,7570.01%49CommonNONE
25746U109DDOMINION ENERGY INC$10,7380.01%190CommonNONE
26142V105DKNGDRAFTKINGS INC NEW$10,7220.01%250CommonNONE
G29183103ETNEATON CORP PLC$10,7090.01%30CommonNONE
97717Y659WCBRWISDOMTREE TR$10,6890.01%335CommonNONE
60937P106MDBMONGODB INC$10,4990.01%50CommonNONE
097023105BABOEING CO$10,4760.01%50CommonNONE
252131107DXCMDEXCOM INC$10,4740.01%120CommonNONE
375558103GILDGILEAD SCIENCES INC$10,3100.01%93CommonNONE
20030N101CMCSACOMCAST CORP NEW$10,0280.01%281CommonNONE
872590104TMUST-MOBILE US INC$10,0060.01%42CommonNONE
34959J108FTVFORTIVE CORP$9,9040.01%190CommonNONE
03938L203MTARCELORMITTAL SA LUXEMBOURG$9,8850.01%313CommonNONE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$9,6740.01%175CommonNONE
25460G781NUGTDIREXION SHS ETF TR$9,6640.01%130CommonNONE
64110W102NTESNETEASE INC$9,4200.01%70CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$9,3850.01%120CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$9,2210.01%87CommonNONE
92537N108VRTVERTIV HOLDINGS CO$8,9880.01%70CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$8,7830.01%16CommonNONE
968223206WLYWILEY JOHN & SONS INC$8,7470.01%196CommonNONE
15135B101CNCCENTENE CORP DEL$8,6840.01%160CommonNONE
76954A103RIVNRIVIAN AUTOMOTIVE INC$8,4220.01%613CommonNONE
98954M200ZZILLOW GROUP INC$8,4060.01%120CommonNONE
60770K107MRNAMODERNA INC$8,2770.01%300CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$8,2440.01%60CommonNONE
550021109LULULULULEMON ATHLETICA INC$8,0770.01%34CommonNONE
260557103DOWDOW INC$7,9440.01%300CommonNONE
981475106WKCWORLD KINECT CORPORATION$7,9360.01%278CommonNONE
87612E106TGTTARGET CORP$7,8920.01%80CommonNONE
46266C105IQVIQVIA HLDGS INC$7,8790.01%50CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$7,8710.01%36CommonNONE
496902404KGCKINROSS GOLD CORP$7,8600.01%503CommonNONE
174610105CFGCITIZENS FINL GROUP INC$7,7410.01%173CommonNONE
89832Q109TFCTRUIST FINL CORP$7,5660.01%176CommonNONE
679295105OKTAOKTA INC$7,4970.01%75CommonNONE
438516106HONHONEYWELL INTL INC$7,4520.01%32CommonNONE
89151E109TTENTOTALENERGIES SE$7,3610.01%118CommonNONE
315616102FFIVF5 INC$7,3580.01%25CommonNONE
126408103CSXCSX CORP$7,3410.01%225CommonNONE
744320102PRUPRUDENTIAL FINL INC$7,1980.01%67CommonNONE
25243Q205DEODIAGEO PLC$7,1590.01%71CommonNONE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$7,0720.01%422CommonNONE
958102105WDCWESTERN DIGITAL CORP$7,0380.01%110CommonNONE
957090103WABCWESTAMERICA BANCORPORATION$6,8780.01%142CommonNONE
493267108KEYKEYCORP$6,7410.01%387CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$6,6880.01%25CommonNONE
778296103ROSTROSS STORES INC$6,6340.01%52CommonNONE
58155Q103MCKMCKESSON CORP$6,6010.01%9CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$6,5920.01%89CommonNONE
30161N101EXCEXELON CORP$6,5130.01%150CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$6,4970.01%567CommonNONE
46434V514CNYAISHARES TR$6,4880.01%226CommonNONE
30063P105EXKEXACT SCIENCES CORP$6,3760.01%120CommonNONE
088606108BHPBHP GROUP LTD$6,2510.01%130CommonNONE
57667L107MTCHMATCH GROUP INC NEW$5,9920.00%194CommonNONE
27579R104EWBCEAST WEST BANCORP INC$5,9570.00%59CommonNONE
086516101BBYBEST BUY INC$5,7180.00%84CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$5,5640.00%40CommonNONE
878742204TECKTECK RESOURCES LTD$5,5310.00%137CommonNONE
852234103XYZBLOCK INC$5,4340.00%80CommonNONE
92337F107VCYTVERACYTE INC$5,4060.00%200CommonNONE
83410S108SOHUSOHU COM LTD$5,3240.00%400CommonNONE
576323109MTZMASTEC INC$5,2830.00%31CommonNONE
92206C706VGITVANGUARD SCOTTSDALE FDS$5,1430.00%0CommonSOLE
22822V101CCICROWN CASTLE INC$5,1360.00%50CommonNONE
871607107SNPSSYNOPSYS INC$5,1260.00%10CommonNONE
88339J105TTDTHE TRADE DESK INC$5,0390.00%0CommonSOLE
767204100RIORIO TINTO PLC$4,7830.00%82CommonNONE
686330101IXORIX CORP$4,7290.00%210CommonNONE
29415F104NVSTENVISTA HOLDINGS CORPORATION$4,6890.00%240CommonNONE
674599105OXYOCCIDENTAL PETE CORP$4,5630.00%108CommonNONE
06849F108BBARRICK MNG CORP$4,5380.00%218CommonNONE
14808P109CASSCASS INFORMATION SYS INC$4,3450.00%100CommonNONE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$4,2250.00%4CommonNONE
72651A207PAGPPLAINS GP HLDGS L P$4,1770.00%215CommonNONE
670346105NUENUCOR CORP$4,0320.00%31CommonNONE
74967X103RHRH$3,7800.00%20CommonNONE
929740108WABWABTEC$3,7680.00%18CommonNONE
90400D108RAREULTRAGENYX PHARMACEUTICAL IN$3,6360.00%100CommonNONE
46435U374EWJVISHARES TR$3,4750.00%0CommonSOLE
596278101MIDDMIDDLEBY CORP$3,4560.00%24CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$3,4350.00%108CommonNONE
653656108NICENICE LTD$3,3780.00%20CommonNONE
278642103EBAYEBAY INC.$3,2760.00%44CommonNONE
171779309CIENCIENA CORP$3,1710.00%39CommonNONE
464287390ILFISHARES TR$3,1450.00%120CommonNONE
48020Q107JLLJONES LANG LASALLE INC$3,0690.00%12CommonNONE
055622104BPBP PLC$2,9930.00%100CommonNONE
26884U109EPREPR PPTYS$2,9270.00%50CommonNONE
256746108DLTRDOLLAR TREE INC$2,8720.00%29CommonNONE
368736104GNRCGENERAC HLDGS INC$2,8640.00%20CommonNONE
443510607HUBBHUBBELL INC$2,8580.00%7CommonNONE
457187102INGRINGREDION INC$2,8480.00%21CommonNONE
50155Q100KDKYNDRYL HLDGS INC$2,8110.00%67CommonNONE
833034101SNASNAP ON INC$2,8000.00%9CommonNONE
427866108HSYHERSHEY CO$2,6550.00%16CommonNONE
30034W106EVRGEVERGY INC$2,5500.00%37CommonNONE
579780206MKCMCCORMICK & CO INC$2,4260.00%32CommonNONE
518439104ELLAUDER ESTEE COS INC$2,4240.00%30CommonNONE
452327109ILMNILLUMINA INC$2,3850.00%25CommonNONE
690732102ACHOWENS & MINOR INC NEW$2,3840.00%262CommonNONE
918204108VFCV F CORP$2,3500.00%200CommonNONE
494368103KMBKIMBERLY-CLARK CORP$2,2130.00%17CommonNONE
98401F105XNCRXENCOR INC$1,9650.00%250CommonNONE
172908105CTASCINTAS CORP$1,7820.00%8CommonNONE
059460303BBDBANCO BRADESCO S A$1,6200.00%508CommonNONE
693506107PPGPPG INDS INC$1,5920.00%14CommonNONE
130788102CWTCALIFORNIA WTR SVC GROUP$1,5460.00%34CommonNONE
464286400EWZISHARES INC$1,4420.00%50CommonNONE
090043100BILLBILL HOLDINGS INC$1,3870.00%30CommonNONE
78464A698KRESPDR SERIES TRUST$1,1280.00%19CommonNONE
44891N208IACIAC INC$1,1200.00%30CommonNONE
83304A106SNAPSNAP INC$1,0420.00%120CommonNONE
49271V100KDPKEURIG DR PEPPER INC$9980.00%30CommonNONE
35473P769FLINFRANKLIN TEMPLETON ETF TR$9950.00%25CommonNONE
125523100CITHE CIGNA GROUP$9910.00%3CommonNONE
34354P105FLSFLOWSERVE CORP$9460.00%18CommonNONE
640268306NKTRNEKTAR THERAPEUTICS$9300.00%36CommonNONE
92047W101VVVVALVOLINE INC$9080.00%24CommonNONE
M81873107RDWRRADWARE LTD$8240.00%28CommonNONE
72919P202PLUGPLUG POWER INC$7450.00%500CommonNONE
00971T101AKAMAKAMAI TECHNOLOGIES INC$7170.00%9CommonNONE
980228308WDSWOODSIDE ENERGY GROUP LTD$7090.00%46CommonNONE
04010L103ARCCARES CAPITAL CORP$7020.00%32CommonNONE
24906P109XRAYDENTSPLY SIRONA INC$6890.00%43CommonNONE
854502101SWKSTANLEY BLACK & DECKER INC$6770.00%10CommonNONE
754907103RYNRAYONIER INC$5540.00%25CommonNONE
87918A105TDOCTELADOC HEALTH INC$5220.00%60CommonNONE
829933100SIRISIRIUSXM HOLDINGS INC$4590.00%20CommonNONE
044186104ASHASHLAND INC$4520.00%9CommonNONE
55616P104MMACYS INC$4260.00%36CommonNONE
577081102MATMATTEL INC$3740.00%19CommonNONE
92857W308VODVODAFONE GROUP PLC NEW$3380.00%31CommonNONE
807066105SCHLSCHOLASTIC CORP$2930.00%14CommonNONE
G97822103PRGOPERRIGO CO PLC$2400.00%9CommonNONE
00183L201ANGIANGI INC$2280.00%15CommonNONE
384747101GRALGRAIL INC$2050.00%4CommonNONE
92719V100VMEO*VIMEO INC$1930.00%48CommonNONE
62855J104MYGNMYRIAD GENETICS INC$1910.00%36CommonNONE
03743Q108APAAPA CORPORATION$1820.00%10CommonNONE
31189P102FATEFATE THERAPEUTICS INC$1120.00%100CommonNONE
203668108CYHCOMMUNITY HEALTH SYS INC NEW$1020.00%30CommonNONE
156727109CRNCCERENCE INC$910.00%9CommonNONE
68375N103OPKOPKO HEALTH INC$910.00%69CommonNONE
405217100HAINHAIN CELESTIAL GROUP INC$760.00%50CommonNONE
29082K105EMBCEMBECTA CORP$670.00%7CommonNONE
81761L102SVCSERVICE PPTYS TR$660.00%28CommonNONE
184499101CLNECLEAN ENERGY FUELS CORP$500.00%26CommonNONE
75508B104RYAMRAYONIER ADVANCED MATLS INC$300.00%8CommonNONE
68622V106OGNORGANON & CO$290.00%3CommonNONE
05350V106AVNSAVANOS MED INC$240.00%2CommonNONE
678026105OISOIL STS INTL INC$210.00%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.