InvestInfoAI
Bull Harbor Capital LLC

Q1 2026 · 13F-HR

Bull Harbor Capital LLCholdings as filed

Filed 2026-05-18 · accession 0002135047-26-000004

$373.3M
Reported value
458
Positions
2026-03-31
Period end
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The Brief · Bull Harbor Capital LLC · Q1 2026

AI · grounded in 13F

Bull Harbor Capital LLC established a new position in NVDA worth $7.52M. The fund also initiated new stakes in IVV for $7.49M and AAPL for $7.04M. Additional new positions include MSFT at $6.04M and GMAR at $5.72M. Total assets under management stand at $373.3M across 458 positions.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$7.5M2.01%43,113CommonSOLE
464287200IVVISHARES TR$7.5M2.01%11,470CommonSOLE
037833100AAPLAPPLE INC$7.0M1.89%27,746CommonSOLE
594918104MSFTMICROSOFT CORP$6.0M1.62%16,323CommonSOLE
33740F482GMARFIRST TR EXCHNG TRADED FD VI$5.7M1.53%137,313CommonSOLE
09290C103DYNFBLACKROCK ETF TRUST$5.5M1.48%94,975CommonSOLE
023135106AMZNAMAZON COM INC$4.3M1.14%20,440CommonSOLE
199908104FIXCOMFORT SYS USA INC$4.0M1.07%2,896CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$3.7M1.00%61,320CommonSOLE
11135F101AVGOBROADCOM INC$3.5M0.93%11,251CommonSOLE
281020107EIXEDISON INTL$3.4M0.91%46,321CommonSOLE
931142103WMTWALMART INC$3.3M0.88%26,488CommonSOLE
595112103MUMICRON TECHNOLOGY INC$3.2M0.85%9,432CommonSOLE
69331C108PCGPG&E CORP$3.2M0.85%181,312CommonSOLE
060505104BACBANK AMERICA CORP$3.0M0.82%62,505CommonSOLE
58933Y105MRKMERCK & CO INC$2.8M0.76%23,691CommonSOLE
G87110105FTITECHNIPFMC PLC$2.8M0.75%40,508CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$2.7M0.73%12,813CommonSOLE
02079K107GOOGALPHABET INC$2.7M0.72%9,351CommonSOLE
H1467J104CBCHUBB LTD SWITZ$2.6M0.71%8,092CommonSOLE
369604301GEGE AEROSPACE$2.6M0.70%9,246CommonSOLE
713448108PEPPEPSICO INC$2.5M0.68%16,269CommonSOLE
09290C764COROBLACKROCK ETF TRUST$2.5M0.67%77,286CommonSOLE
31428X106FDXFEDEX CORP$2.4M0.64%6,739CommonSOLE
512807306LRCXLAM RESEARCH CORP$2.3M0.62%10,790CommonSOLE
458140100INTCINTEL CORP$2.2M0.58%49,102CommonSOLE
36828A101GEVGE VERNOVA INC$2.2M0.58%2,473CommonSOLE
958102105WDCWESTERN DIGITAL CORP$2.1M0.57%7,935CommonSOLE
02079K305GOOGLALPHABET INC$2.1M0.57%7,428CommonSOLE
009066101ABNBAIRBNB INC$2.1M0.56%16,569CommonSOLE
15135B101CNCCENTENE CORP DEL$2.1M0.55%63,275CommonSOLE
872540109TJXTJX COS INC NEW$2.0M0.54%12,699CommonSOLE
235851102DHRDANAHER CORP DEL$2.0M0.53%10,453CommonSOLE
742718109PGPROCTER & GAMBLE CO$2.0M0.52%13,559CommonSOLE
718546104PSXPHILLIPS 66$1.9M0.51%10,428CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$1.8M0.49%10,560CommonSOLE
09290C780BAIBLACKROCK ETF TRUST$1.8M0.49%55,547CommonSOLE
17275R102CSCOCISCO SYS INC$1.8M0.48%22,917CommonSOLE
37045V100GMGENERAL MTRS CO$1.7M0.47%23,467CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$1.7M0.46%8,331CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$1.7M0.46%2,811CommonSOLE
532457108LLYELI LILLY & CO$1.7M0.45%1,821CommonSOLE
256677105DGDOLLAR GEN CORP$1.7M0.45%14,054CommonSOLE
478160104JNJJOHNSON & JOHNSON$1.7M0.45%6,823CommonSOLE
46429B267GOVTISHARES TR$1.7M0.45%72,552CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.6M0.44%11,126CommonSOLE
032095101APHAMPHENOL CORP$1.6M0.44%12,869CommonSOLE
30303M102METAMETA PLATFORMS INC$1.6M0.43%2,837CommonSOLE
29084Q100EMEEMCOR GROUP INC$1.6M0.43%2,169CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$1.6M0.43%2,066CommonSOLE
651639106NEMNEWMONT CORP$1.6M0.42%14,450CommonSOLE
632307104NTRANATERA INC$1.5M0.41%7,716CommonSOLE
35671D857FCXFREEPORT MCMORAN INC$1.5M0.41%26,151CommonSOLE
902494103TSNTYSON FOODS INC$1.5M0.41%23,961CommonSOLE
85208R101CEFSPROTT ASSET MANAGEMENT LP$1.5M0.41%31,958CommonSOLE
171779309CIENCIENA CORP$1.5M0.40%3,883CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$1.5M0.40%5,908CommonSOLE
81762P102NOWSERVICENOW INC$1.5M0.39%13,999CommonSOLE
172967424CCITIGROUP INC$1.4M0.38%12,647CommonSOLE
88160R101TSLATESLA INC$1.4M0.38%3,843CommonSOLE
37960A529SHLDGLOBAL X FDS$1.4M0.38%19,950CommonSOLE
452327109ILMNILLUMINA INC$1.4M0.38%11,461CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$1.4M0.38%335CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$1.4M0.38%23,486CommonSOLE
880770102TERTERADYNE INC$1.4M0.37%4,679CommonSOLE
369550108GDGENERAL DYNAMICS CORP$1.4M0.37%4,031CommonSOLE
911312106UPSUNITED PARCEL SVCS INC$1.4M0.37%13,952CommonSOLE
650111107NYTNEW YORK TIMES CO MTN BE$1.4M0.37%16,369CommonSOLE
80004C200SNDKSANDISK CORP$1.4M0.37%2,154CommonSOLE
45337C102INCYINCYTE CORP$1.4M0.36%14,471CommonSOLE
876030107TPRTAPESTRY INC$1.4M0.36%9,573CommonSOLE
92343E102VRSNVERISIGN INC$1.3M0.36%5,433CommonSOLE
78409V104SPGIS&P GLOBAL INC$1.3M0.36%3,169CommonSOLE
34959E109FTNTFORTINET INC$1.3M0.36%16,460CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$1.3M0.36%1,335CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.3M0.36%7,826CommonSOLE
624756102MLIMUELLER INDS INC$1.3M0.35%11,634CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$1.3M0.34%7,735CommonSOLE
040413205ANETARISTA NETWORKS INC$1.3M0.34%10,363CommonSOLE
092528603BINCBLACKROCK ETF TRUST II$1.2M0.33%24,044CommonSOLE
260557103DOWDOW HLDGS INC$1.2M0.33%29,823CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$1.2M0.33%4,208CommonSOLE
260003108DOVDOVER CORP$1.2M0.33%5,938CommonSOLE
33829M101FIVEFIVE BELOW INC$1.2M0.33%5,375CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$1.2M0.33%9,213CommonSOLE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$1.2M0.32%21,717CommonSOLE
247361702DALDELTA AIR LINES INC$1.2M0.32%17,745CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.2M0.31%2,435CommonSOLE
231021106CMICUMMINS INC$1.2M0.31%2,146CommonSOLE
833445109SNOWSNOWFLAKE INC$1.1M0.30%7,513CommonSOLE
929740108WABWABTEC$1.1M0.30%4,517CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$1.1M0.30%8,587CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$1.1M0.30%29,148CommonSOLE
122017106BURLBURLINGTON STORES INC$1.1M0.29%3,353CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$1.1M0.29%19,207CommonSOLE
751212101RLRALPH LAUREN CORP$1.1M0.29%3,112CommonSOLE
87612E106TGTTARGET CORP$1.1M0.28%8,747CommonSOLE
30040W108ESEVERSOURCE ENERGY$1.1M0.28%15,294CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$1.1M0.28%4,582CommonSOLE
099724106BWABORGWARNER INC$1.1M0.28%19,453CommonSOLE
72348N109PNFPPINNACLE FINL PARTNERS INC$1.1M0.28%12,252CommonSOLE
57060D108MKTXMARKETAXESS HLDGS INC$1.1M0.28%6,378CommonSOLE
00724F101ADBEADOBE INC$1.0M0.28%4,286CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$1.0M0.28%9,481CommonSOLE
860630102SFSTIFEL FINL CORP$1.0M0.28%13,951CommonSOLE
743606105PBPROSPERITY BANCSHARES INC$1.0M0.27%15,171CommonSOLE
883203101TXTTEXTRON INC$1.0M0.27%11,610CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$1.0M0.27%2,093CommonSOLE
G51502105JCIJOHNSON CONTROLS INTERNATION$1.0M0.27%7,669CommonSOLE
74933W452TBILRBB FD INC$999,6930.27%20,050CommonSOLE
418056107HASHASBRO INC$985,6080.26%10,530CommonSOLE
533900106LECOLINCOLN ELEC HLDGS INC$984,6130.26%3,953CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$976,5480.26%5,353CommonSOLE
665859104NTRSNORTHERN TR CORP$976,0130.26%6,993CommonSOLE
143130102KMXCARMAX INC$968,3150.26%23,288CommonSOLE
443201108HWMHOWMET AEROSPACE INC$966,7800.26%4,195CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$964,8830.26%17,908CommonSOLE
45073V108ITTITT INC$945,6000.25%4,963CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$944,1680.25%3,237CommonSOLE
G93A5A101VIKVIKING HOLDINGS LTD$944,1450.25%12,849CommonSOLE
92276F100VTRVENTAS INC$941,8600.25%11,517CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$938,5530.25%11,675CommonSOLE
12572Q105CMECME GROUP INC$936,2600.25%3,170CommonSOLE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$932,6050.25%1,434CommonSOLE
09062X103BIIBBIOGEN INC$930,7660.25%5,077CommonSOLE
013872106AAALCOA CORP$921,1250.25%13,887CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$918,8370.25%6,893CommonSOLE
30161Q104EXELEXELIXIS INC$911,7560.24%21,258CommonSOLE
G0692U109AXSAXIS CAP HLDGS LTD$909,9520.24%8,973CommonSOLE
03076C106AMPAMERIPRISE FINL INC$907,9090.24%2,043CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$906,6510.24%29,523CommonSOLE
576323109MTZMASTEC INC$901,5150.24%2,802CommonSOLE
681919106OMCOMNICOM GROUP INC$888,4320.24%11,797CommonSOLE
922475108VEEVVEEVA SYS INC$874,0840.23%4,976CommonSOLE
446413106HIIHUNTINGTON INGALLS INDS INC$857,4340.23%2,257CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$845,2240.23%26,405CommonSOLE
38149W622GPIXGOLDMAN SACHS ETF TR$844,4250.23%16,875CommonSOLE
67059N108NTNXNUTANIX INC$842,3400.23%22,161CommonSOLE
125523100CITHE CIGNA GROUP$835,1940.22%3,131CommonSOLE
02209S103MOALTRIA GROUP INC$832,9920.22%12,623CommonSOLE
149123101CATCATERPILLAR INC$829,8900.22%1,171CommonSOLE
608190104MHKMOHAWK INDS INC$817,0210.22%8,298CommonSOLE
79466L302CRMSALESFORCE INC$814,0680.22%4,361CommonSOLE
231561101CWCURTISS WRIGHT CORP$805,0840.22%1,182CommonSOLE
313745101FRTFEDERAL RLTY INVT TR NEW$803,9030.22%7,569CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$801,4690.21%8,705CommonSOLE
90384S303ULTAULTA BEAUTY INC$799,7460.21%1,530CommonSOLE
95040Q104WELLWELLTOWER INC$796,3760.21%4,028CommonSOLE
980745103WWDWOODWARD INC$792,4350.21%2,214CommonSOLE
366651107ITGARTNER INC$788,5330.21%4,980CommonSOLE
406216101HALHALLIBURTON CO$769,1170.21%19,726CommonSOLE
92826C839VVISA INC$768,5960.21%2,543CommonSOLE
550021109LULULULULEMON ATHLETICA INC$758,3040.20%4,953CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$758,0400.20%35,062CommonSOLE
G3922B107GGENPACT LIMITED$752,8970.20%20,212CommonSOLE
075887109BDXBECTON DICKINSON & CO$741,1820.20%4,714CommonSOLE
20030N101CMCSACOMCAST CORP NEW$736,5840.20%25,656CommonSOLE
228368106CCKCROWN HLDGS INC$736,0360.20%7,342CommonSOLE
G87052109TELTE CONNECTIVITY PLC$731,5700.20%3,500CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$729,7320.20%15,556CommonSOLE
88033G407THCTENET HEALTHCARE CORP$719,9290.19%3,815CommonSOLE
872590104TMUST-MOBILE US INC$714,5220.19%3,402CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$710,4060.19%4,144CommonSOLE
98389B100XELXCEL ENERGY INC$709,6380.19%8,933CommonSOLE
718172109PMPHILIP MORRIS INTL INC$704,3480.19%4,260CommonSOLE
03674X106ARANTERO RESOURCES CORP$702,6790.19%16,557CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$701,8050.19%10,797CommonSOLE
031100100AMEAMETEK INC$699,4570.19%3,263CommonSOLE
09290D101BLKBLACKROCK INC$696,2780.19%724CommonSOLE
778296103ROSTROSS STORES INC$693,8660.19%3,203CommonSOLE
438516106HONHONEYWELL INTL INC$691,4260.19%3,059CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$689,6730.18%1,949CommonSOLE
74340W103PLDPROLOGIS INC.$682,3130.18%5,162CommonSOLE
370334104GISGENERAL MILLS INC$678,3720.18%18,226CommonSOLE
03852U106ARMKARAMARK$678,1530.18%16,728CommonSOLE
60937P106MDBMONGODB INC$673,8520.18%2,753CommonSOLE
217204106CPRTCOPART INC$669,6440.18%20,170CommonSOLE
55354G100MSCIMSCI INC$667,8330.18%1,239CommonSOLE
143658300CCL1EURCARNIVAL CORP$662,9160.18%25,615CommonSOLE
364760108GAPGAP INC$660,0310.18%27,274CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$659,9510.18%14,591CommonSOLE
771049103RBLXROBLOX CORP$651,2320.17%11,514CommonSOLE
75524B104RBCRBC BEARINGS INC$647,9420.17%1,193CommonSOLE
918204108VFCV F CORP$647,7780.17%38,127CommonSOLE
45784P101PODDINSULET CORP$645,4680.17%3,076CommonSOLE
704326107PAYXPAYCHEX INC$644,0110.17%6,991CommonSOLE
29977A105EVREVERCORE INC$639,7070.17%2,143CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$637,3760.17%5,592CommonSOLE
81730H109SSENTINELONE INC$633,5160.17%49,186CommonSOLE
G491BT108IVZINVESCO LTD$633,2650.17%26,071CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$630,7090.17%23,954CommonSOLE
097023105BABOEING CO$629,7160.17%3,164CommonSOLE
G4474Y214JHGJANUS HENDERSON GROUP PLC$625,8410.17%12,183CommonSOLE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$623,5020.17%2,350CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES NV$623,2930.17%7,737CommonSOLE
892672106TWTRADEWEB MKTS INC$621,4800.17%5,282CommonSOLE
461202103INTUINTUIT$618,3030.17%1,430CommonSOLE
G0403H108AONAON PLC$618,1240.17%1,915CommonSOLE
47233W109JEFJEFFERIES FINANCIAL GROUP IN$615,3770.16%14,911CommonSOLE
049468101TEAMATLASSIAN CORPORATION$614,0450.16%8,997CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$613,8160.16%4,611CommonSOLE
031652100AMKRAMKOR TECHNOLOGY INC$603,3570.16%13,399CommonSOLE
127097103CTRACOTERRA ENERGY INC$602,6860.16%17,151CommonSOLE
00206R102TAT&T INC$598,9910.16%20,662CommonSOLE
759351604RGAREINSURANCE GROUP AMER INC$589,6140.16%2,888CommonSOLE
55024U109LITELUMENTUM HLDGS INC$588,2100.16%837CommonSOLE
863667101SYKSTRYKER CORPORATION$584,5620.16%1,779CommonSOLE
403949100DINOHF SINCLAIR CORP$580,2270.16%9,300CommonSOLE
20825C104COPCONOCOPHILLIPS$579,2130.16%4,388CommonSOLE
902973304USBUS BANCORP$563,2160.15%10,829CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$562,5270.15%11,179CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$554,9060.15%656CommonSOLE
144285103CRSCARPENTER TECHNOLOGY CORP$553,7810.15%1,405CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$552,1060.15%7,610CommonSOLE
615369105MCOMOODYS CORP$550,5480.15%1,262CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$547,5460.15%8,726CommonSOLE
68389X105ORCLORACLE CORP$544,4540.15%3,701CommonSOLE
780287108RGLDROYAL GOLD INC$543,8450.15%2,137CommonSOLE
82982L103SITESITEONE LANDSCAPE SUPPLY INC$539,0960.14%4,050CommonSOLE
37959E102GLGLOBE LIFE INC$537,8920.14%3,865CommonSOLE
688239201OSKOSHKOSH CORP$531,1340.14%3,608CommonSOLE
216648501COOCOOPER COS INC$530,3160.14%7,417CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$521,2030.14%2,639CommonSOLE
690742101OCOWENS CORNING NEW$520,7550.14%4,812CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$520,7300.14%4,534CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$519,9590.14%1,922CommonSOLE
31620R303FNFFIDELITY NATL FINL INC$514,8640.14%11,101CommonSOLE
086516101BBYBEST BUY INC$506,3450.14%7,887CommonSOLE
G54950103LINLINDE PLC$504,6840.14%1,018CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$504,0900.14%15,034CommonSOLE
G6700G107NVTNVENT ELEC PLC$501,3890.13%4,239CommonSOLE
74275K108PCORPROCORE TECHNOLOGIES INC$494,9880.13%8,684CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$493,9520.13%833CommonSOLE
929160109VMCVULCAN MATLS CO$493,6800.13%1,813CommonSOLE
00090Q103ADTADT INC DEL$492,4210.13%74,950CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$490,4410.13%4,900CommonSOLE
058498106BALLBALL CORP$490,0220.13%8,290CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$488,8460.13%4,003CommonSOLE
G0750C108AXTAAXALTA COATING SYS LTD$488,6830.13%17,642CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$483,6370.13%997CommonSOLE
29444U700EQIXEQUINIX INC$483,2580.13%493CommonSOLE
88579Y101MMM3M CO$480,4210.13%3,308CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$476,8760.13%5,955CommonSOLE
G25508105CRHCRH PLC$476,4040.13%4,532CommonSOLE
042735100ARWARROW ELECTRS INC$472,2490.13%3,293CommonSOLE
891092108TTCTORO CO$471,8720.13%5,050CommonSOLE
85914M107STEPSTEPSTONE GROUP INC$468,2760.13%9,813CommonSOLE
37637K108GTLBGITLAB INC$467,5540.13%21,606CommonSOLE
889478103TOLTOLL BROTHERS INC$465,9090.12%3,414CommonSOLE
717081103PFEPFIZER INC$464,1510.12%16,530CommonSOLE
26875P101EOGEOG RES INC$463,4910.12%3,206CommonSOLE
437076102HDHOME DEPOT INC$460,9640.12%1,402CommonSOLE
46435G524IGROISHARES TR$459,9810.12%5,491CommonSOLE
N14506104ESTCELASTIC N V$455,6590.12%9,115CommonSOLE
96208T104WEXWEX INC$455,6000.12%2,977CommonSOLE
G29183103ETNEATON CORP PLC$453,8830.12%1,269CommonSOLE
237266101DARDARLING INGREDIENTS INC$451,5050.12%7,300CommonSOLE
896239100TRMBTRIMBLE INC$449,8910.12%6,897CommonSOLE
38149W630GPIQGOLDMAN SACHS ETF TR$444,6680.12%8,985CommonSOLE
443573100HUBSHUBSPOT INC$444,0180.12%1,819CommonSOLE
464287499IWRISHARES TR$441,6190.12%4,542CommonSOLE
337738108FISVFISERV INC$439,3130.12%7,873CommonSOLE
166764100CVXCHEVRON CORPORATION$437,3250.12%2,114CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$437,1520.12%3,685CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$435,7520.12%6,058CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$434,0970.12%1,861CommonSOLE
G39387108GFSGLOBALFOUNDRIES INC$430,0770.12%9,669CommonSOLE
294429105EFXEQUIFAX INC$429,2870.11%2,384CommonSOLE
64110L106NFLXNETFLIX INC.$428,8290.11%4,460CommonSOLE
696930205PSQAPALMER SQUARE FUNDS TR$422,0660.11%20,649CommonSOLE
256163106DOCUDOCUSIGN INC$419,9100.11%8,857CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$417,0310.11%2,050CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$417,0250.11%4,437CommonSOLE
18915M107NETCLOUDFLARE INC$417,0130.11%2,021CommonSOLE
04247X102AWIARMSTRONG WORLD INDS INC NEW$409,8580.11%2,487CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$405,9430.11%5,968CommonSOLE
372460105GPCGENUINE PARTS CO$400,8980.11%3,791CommonSOLE
803607100SRPTSAREPTA THERAPEUTICS INC$398,1640.11%18,298CommonSOLE
16679L109CHWYCHEWY INC$397,8180.11%14,734CommonSOLE
493267108KEYKEYCORP$392,6990.11%19,586CommonSOLE
526057104LENLENNAR CORP$392,2560.11%4,517CommonSOLE
219948106CPAYCORPAY INC$391,6730.10%1,346CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$391,3810.10%20,427CommonSOLE
01741R102ATIATI INC$390,7060.10%2,686CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$390,1700.10%8,519CommonSOLE
733174700BPOPPOPULAR INC$389,4960.10%2,903CommonSOLE
68268W103OMFONEMAIN HLDGS INC$387,8560.10%7,251CommonSOLE
871829107SYYSYSCO CORP$384,8970.10%5,396CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$382,8370.10%1,259CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC$382,7550.10%1,773CommonSOLE
574795100MASIMASIMO CORP$382,5980.10%2,151CommonSOLE
05329W102ANAUTONATION INC$381,1480.10%1,952CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$380,5350.10%4,223CommonSOLE
683344105ONTOONTO INNOVATION INC$379,1740.10%1,849CommonSOLE
23804L103DDOGDATADOG INC$371,5030.10%3,147CommonSOLE
552953101MGMMGM RESORTS INTERNATIONAL$370,6180.10%10,014CommonSOLE
626755102MUSAMURPHY USA INC$364,5500.10%738CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$362,0790.10%2,229CommonSOLE
23331A109DHID R HORTON INC$361,9860.10%2,638CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$361,1290.10%925CommonSOLE
743315103PGRPROGRESSIVE CORP$360,0040.10%1,816CommonSOLE
46141D104UDNINVESCO DB US DLR INDEX TR$358,9920.10%19,944CommonSOLE
46284V101IRMIRON MTN INC DEL$358,2050.10%3,507CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$355,8370.10%6,278CommonSOLE
857477103STTSTATE STR CORP$355,3800.10%2,808CommonSOLE
254687106DISDISNEY WALT CO$354,0040.09%3,673CommonSOLE
172062101CINFCINCINNATI FINL CORP$351,9920.09%2,237CommonSOLE
925283103VSNTVERSANT MEDIA GROUP INC$351,9490.09%9,507CommonSOLE
552848103MTGMGIC INVT CORP WIS$351,7240.09%13,399CommonSOLE
70438V106PCTYPAYLOCITY HLDG CORP$350,4820.09%3,244CommonSOLE
126650100CVSCVS HEALTH CORP$345,1670.09%4,806CommonSOLE
77543R102ROKUROKU INC$344,4170.09%3,640CommonSOLE
58155Q103MCKMCKESSON CORP$340,9520.09%394CommonSOLE
G8473T100STESTERIS PLC$340,3190.09%1,539CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$340,2560.09%1,205CommonSOLE
109194100BFAMBRIGHT HORIZONS FAM SOL IN D$339,6080.09%4,135CommonSOLE
00912X302ALAIR LEASE CORP$338,5970.09%5,214CommonSOLE
537008104LFUSLITTELFUSE INC$337,6530.09%995CommonSOLE
002824100ABTABBOTT LABORATORIES$336,0350.09%3,273CommonSOLE
91913Y100VLOVALERO ENERGY CORP$336,0290.09%1,360CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$335,6530.09%1,652CommonSOLE
16411R208LNGCHENIERE ENERGY INC$333,1340.09%1,174CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$332,9960.09%850CommonSOLE
127190304CACICACI INTL INC$331,2170.09%609CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$326,9840.09%1,349CommonSOLE
320517105FHNFIRST HORIZON CORPORATION$326,0830.09%14,327CommonSOLE
949746101WMT2WELLS FARGO & CO$322,9780.09%4,057CommonSOLE
25754A201DPZDOMINOS PIZZA INC$321,8350.09%897CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$320,3790.09%2,037CommonSOLE
46266C105IQVIQVIA HLDGS INC$310,5530.08%1,821CommonSOLE
G0176J109ALLEALLEGION PLC$305,6900.08%2,104CommonSOLE
100557107SAMBOSTON BEER INC$303,2060.08%1,316CommonSOLE
049560105ATOATMOS ENERGY CORP$302,2020.08%1,636CommonSOLE
74933W460XBILRBB FD INC$301,9180.08%6,035CommonSOLE
375558103GILDGILEAD SCIENCES INC$297,5550.08%2,135CommonSOLE
01973R101ALSNALLISON TRANSMISSION HLDGS I$296,6300.08%2,534CommonSOLE
74624M102PEVERPURE INC$296,4990.08%5,022CommonSOLE
032654105ADIANALOG DEVICES INC$296,1880.08%931CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$293,6800.08%4,053CommonSOLE
H2906T109GRMNGARMIN LTD$293,4930.08%1,265CommonSOLE
637417106NNNNNN REIT INC$293,4110.08%6,981CommonSOLE
G5960L103MDTMEDTRONIC PLC$293,0500.08%3,382CommonSOLE
770323103RHIROBERT HALF INC.$292,7100.08%11,524CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$292,3010.08%585CommonSOLE
61945C103MOSMOSAIC CO$290,9810.08%11,411CommonSOLE
30034W106EVRGEVERGY INC$290,4880.08%3,546CommonSOLE
46187W107INVHINVITATION HOMES INC$289,9500.08%11,668CommonSOLE
835495102SONSONOCO PRODS CO$289,2190.08%5,347CommonSOLE
912008109USFDUS FOODS HLDG CORP$286,9580.08%3,112CommonSOLE
894164102TNLTRAVEL PLUS LEISURE CO$285,7550.08%4,130CommonSOLE
06849F108BBARRICK MNG CORP$285,5300.08%7,000CommonSOLE
09581B103OWLBLUE OWL CAPITAL INC$285,4490.08%31,265CommonSOLE
09261X102BXSLBLACKSTONE SECD LENDING FD$284,2800.08%12,000CommonSOLE
302081104EXLSEXLSERVICE HLDGS INC$283,9160.08%9,324CommonSOLE
45167R104IEXIDEX CORP$283,7560.08%1,497CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$282,8870.08%614CommonSOLE
302491303FMCFMC CORP$282,7870.08%16,422CommonSOLE
466313103JBLJABIL INC$282,0990.08%1,062CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC$279,5210.07%5,827CommonSOLE
920253101VMIVALMONT INDS INC$276,1030.07%691CommonSOLE
770700102HOODROBINHOOD MKTS INC$275,9530.07%3,982CommonSOLE
457187102INGRINGREDION INC$272,8630.07%2,422CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC$270,1940.07%6,166CommonSOLE
224408104CRCRANE COMPANY$269,1540.07%1,574CommonSOLE
482480100KLACKLA CORP$265,0340.07%180CommonSOLE
04010E109AGXARGAN INC$264,1550.07%485CommonSOLE
75281A109RRCRANGE RES CORP$263,7610.07%5,838CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$262,4440.07%1,599CommonSOLE
29364G103ETRENTERGY CORP NEW$261,4620.07%2,327CommonSOLE
631103108NDAQNASDAQ INC$261,2910.07%3,078CommonSOLE
421298100HAYWHAYWARD HLDGS INC$260,3080.07%19,455CommonSOLE
69047Q102OVVOVINTIV INC$257,6220.07%4,340CommonSOLE
95082P105WCCWESCO INTL INC$257,4760.07%941CommonSOLE
969457100WMBWILLIAMS COS INC$256,8410.07%3,529CommonSOLE
044186104ASHASHLAND INC$254,6940.07%4,580CommonSOLE
705573103PEGAPEGASYSTEMS INC$254,2530.07%5,974CommonSOLE
89832Q109TFCTRUIST FINL CORP$254,1220.07%5,528CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$252,7910.07%10,617CommonSOLE
747525103QCOMQUALCOMM INC$252,2800.07%1,959CommonSOLE
252131107DXCMDEXCOM INC$252,2680.07%4,017CommonSOLE
65249B109NWSANEWS CORP NEW$249,3250.07%10,001CommonSOLE
277432100EMNEASTMAN CHEM CO$249,1850.07%3,265CommonSOLE
27579R104EWBCEAST WEST BANCORP INC$248,4310.07%2,327CommonSOLE
88025U109TXG10X GENOMICS INC$248,4120.07%11,701CommonSOLE
89531P105TREXTREX INC$247,3280.07%6,791CommonSOLE
012653101ALBALBEMARLE CORP$247,2130.07%1,377CommonSOLE
693506107PPGPPG INDS INC$245,7170.07%2,299CommonSOLE
626717102MURMURPHY OIL CORP$244,2000.07%5,920CommonSOLE
816300107SIGISELECTIVE INS GROUP INC$243,7360.07%3,233CommonSOLE
78467J100SSNCSS&C TECH HLDGS$243,5220.07%3,604CommonSOLE
092113109BKHBLACK HILLS CORP$242,8660.07%3,499CommonSOLE
497266106KEXKIRBY CORP$242,7720.07%1,827CommonSOLE
N20944109CNHCNH INDL N V$242,7700.07%22,070CommonSOLE
680223104ORIOLD REP INTL CORP$241,7140.06%6,058CommonSOLE
55306N104MKSIMKS INC.$241,5300.06%1,051CommonSOLE
806857108SLBSLB LIMITED$240,8140.06%4,686CommonSOLE
209115104EDCONSOLIDATED EDISON INC$240,3940.06%2,124CommonSOLE
521865204LEALEAR CORP$238,2850.06%1,968CommonSOLE
001055102AFLAFLAC INC$238,0710.06%2,170CommonSOLE
580135101MCDMCDONALDS CORP$238,0420.06%766CommonSOLE
40412C101HCAHCA HEALTHCARE INC$237,0930.06%501CommonSOLE
219350105GLWCORNING INC$236,3160.06%1,738CommonSOLE
46269C102IRDMIRIDIUM COMMUNICATIONS INC$235,8180.06%8,501CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$235,2100.06%5,067CommonSOLE
48251W104KKRKKR & CO INC$234,4880.06%2,535CommonSOLE
693718108PCARPACCAR INC$234,2340.06%2,028CommonSOLE
53566V106LINELINEAGE INC$233,9060.06%7,140CommonSOLE
171484108CHDNCHURCHILL DOWNS INC$233,8270.06%2,603CommonSOLE
29414B104EPAMEPAM SYS INC$231,5340.06%1,710CommonSOLE
192422103CGNXCOGNEX CORP$230,4490.06%4,704CommonSOLE
229663109CUBECUBESMART$228,4760.06%6,234CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$227,4390.06%1,147CommonSOLE
32054K103FRFIRST INDL RLTY TR INC$226,5980.06%3,917CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$225,6490.06%4,495CommonSOLE
G39108108GTESGATES INDL CORP PLC$223,9970.06%9,907CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$223,0750.06%857CommonSOLE
117043109BCBRUNSWICK CORP$222,7180.06%3,061CommonSOLE
71424F105PRPERMIAN RESOURCES CORP$220,4060.06%10,338CommonSOLE
65339F101NEENEXTERA ENERGY INC$219,3830.06%2,362CommonSOLE
697900108PAASPAN AMERN SILVER CORP$218,5200.06%4,000CommonSOLE
681116109OLLIOLLIES BARGAIN OUTLET HLDGS$218,1350.06%2,370CommonSOLE
278865100ECLECOLAB INC$217,3380.06%817CommonSOLE
854502101SWKSTANLEY BLACK & DECKER INC$215,1700.06%3,028CommonSOLE
69318G106PBFPBF ENERGY INC$212,0520.06%4,453CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$209,7720.06%634CommonSOLE
907818108UNPUNION PAC CORP$209,6240.06%864CommonSOLE
46982L108JJACOBS SOLUTIONS INC$209,5030.06%1,646CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$209,2740.06%1,288CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$207,7880.06%2,694CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$207,5350.06%13,261CommonSOLE
L44385109GLOBGLOBANT S A$205,0970.05%4,448CommonSOLE
513272104LWLAMB WESTON HLDGS INC$203,9470.05%4,826CommonSOLE
515098101LSTRLANDSTAR SYS INC$203,7540.05%1,271CommonSOLE
00508Y102AYIACUITY INC$200,0770.05%714CommonSOLE
464287622IWBISHARES TR$200,0300.05%561CommonSOLE
49177J102KVUEKENVUE INC$193,5710.05%11,228CommonSOLE
388689101GPKGRAPHIC PACKAGING HLDG CO$172,3600.05%17,340CommonSOLE
55087P104LYFTLYFT INC$160,1720.04%12,043CommonSOLE
205887102CAGCONAGRA BRANDS INC$158,3160.04%10,071CommonSOLE
83601L102SHCSOTERA HEALTH CO$158,0990.04%11,025CommonSOLE
447011107HUNHUNTSMAN CORP$154,1160.04%11,579CommonSOLE
50155Q100KDKYNDRYL HLDGS INC$147,1010.04%11,212CommonSOLE
25862V105DVDOUBLEVERIFY HLDGS INC$140,1820.04%14,756CommonSOLE
12510Q100CCCCCC INTELLIGENT SOLUTIONS HL$134,9340.04%22,489CommonSOLE
358054104FRSHFRESHWORKS INC$132,1900.04%16,462CommonSOLE
98980F104GTMZOOMINFO TECHNOLOGIES INC$117,0820.03%19,579CommonSOLE
58463J304MPTMEDICAL PROPERTIES TRUST INC$106,0870.03%22,913CommonSOLE
651229106NWLNEWELL BRANDS INC$78,3310.02%22,837CommonSOLE
95058W100WENWENDYS CO$74,9700.02%10,787CommonSOLE
72815L107PLTKPLAYTIKA HLDG CORP$49,9620.01%17,972CommonSOLE
46333X108IRWDIRONWOOD PHARMACEUTICALS INC$48,1610.01%13,721CommonSOLE
91823B109UWMCUWM HOLDINGS CORPORATION$45,3370.01%12,524CommonSOLE
01626W101ALITALIGHT INC$31,1720.01%53,496CommonSOLE
019770106ALLOALLOGENE THERAPEUTICS INC$30,9950.01%12,703CommonSOLE
08862E109BYNDBEYOND MEAT INC$15,6420.00%22,295CommonSOLE
750102105RXTRACKSPACE TECHNOLOGY INC$11,8480.00%12,092CommonSOLE
644393100NFENEW FORTRESS ENERGY INC$11,4960.00%19,485CommonSOLE
38341P102GOSSGOSSAMER BIO INC$10,2480.00%31,196CommonSOLE

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.