PALISADE CAPITAL MANAGEMENT, LP
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1009006
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$2.3B
Holdings
294
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
PALISADE CAPITAL MANAGEMENT, LP disclosed 294 positions worth $2.3B in its Form 13F-HR for Q2 2026, led by $APH (AMPHENOL CORP /DE/) at 3.4% of the equity portfolio, followed by $AAPL and $NVDA. During the quarter the fund opened 19 new positions and exited 30 — including a new stake in $MTD. The portfolio is most concentrated in Technology (35.9% of disclosed assets). All figures are sourced directly from PALISADE CAPITAL MANAGEMENT, LP’s Form 13F-HR filing with the SEC under CIK 1009006.
AI Fund Analysis
Concentrating
$APH3.4% weight
Held 10 quarters
$AAPL3.2% weight
Held 10 quarters
$NVDA2.5% weight
Held 10 quarters
$GOOG2.1% weight
Held 10 quarters
$HEI2.0% weight
Held 10 quarters
$MSFT9 quarters accumulating
ISHARES TR - CORE S&P SCP
9 quarters accumulating
ISHARES TR - CORE MSCI EUR
6 quarters accumulating
$LLY5 quarters accumulating
$VLTO5 quarters accumulating
Sector Allocation
TechnologyFinancialsHealthcareIndustrialsConsumer DiscretionaryOther
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 79.3#41
Quality
$77.5M439,741 sh - 76.4#84
Quality
$73.6M254,434 sh - 85.9#5
Quality
$56.4M282,019 sh - 78.2
Quality
$47.3M133,889 sh - 75.6
Quality
$45.7M177,115 sh - 79.8
Quality
$44.7M77,021 sh - 79.8
Quality
$36.4M97,505 sh - 70.7
Quality
$35.5M108,558 sh - 51.6
Quality
$31.6M69,359 sh - 69.7
Quality
$31.0M128,040 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| AMPHENOL CORP /DE/$APH | 79.3#41 | $77.5M | 439,741 |
| Apple Inc.$AAPL | 76.4#84 | $73.6M | 254,434 |
| NVIDIA CORP$NVDA | 85.9#5 | $56.4M | 282,019 |
 Alphabet Inc.$GOOGL | 78.2 | $47.3M | 133,889 |
 HEICO CORP$HEI.A | 75.6 | $45.7M | 177,115 |
 ADVANCED MICRO DEVICES INC$AMD | 79.8 | $44.7M | 77,021 |
| MICROSOFT CORP$MSFT | 79.8 | $36.4M | 97,505 |
 JPMORGAN CHASE & CO$JPM | 70.7 | $35.5M | 108,558 |
 LITTELFUSE INC /DE$LFUS | 51.6 | $31.6M | 69,359 |
 AMETEK INC/$AME | 69.7 | $31.0M | 128,040 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of PALISADE CAPITAL MANAGEMENT, LP's 294 positions.
Showing top 10 of 294 holdings.
Sector Allocation
Technology
$825.2M
Financials
$304.3M
Healthcare
$265.3M
Industrials
$226.1M
Consumer Discretionary
$208.5M
Other
$92.4M
Materials
$79.9M
Energy
$77.4M
Full Holdings — PALISADE CAPITAL MANAGEMENT, LP (Q2 2026)
All 294 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $APH | AMPHENOL CORP /DE/ | $77.5M | 3.4% | -1% | 79.3 |
| 2 | $AAPL | Apple Inc. | $73.6M | 3.2% | +4% | 76.4 |
| 3 | $NVDA | NVIDIA CORP | $56.4M | 2.5% | +11% | 85.9 |
| 4 | $GOOGL | Alphabet Inc. | $47.3M | 2.1% | -1% | 78.2 |
| 5 | $HEI.A | HEICO CORP | $45.7M | 2.0% | +0% | 75.6 |
| 6 | $AMD | ADVANCED MICRO DEVICES INC | $44.7M | 1.9% | -10% | 79.8 |
| 7 | $MSFT | MICROSOFT CORP | $36.4M | 1.6% | +5% | 79.8 |
| 8 | $JPM | JPMORGAN CHASE & CO | $35.5M | 1.6% | -8% | 70.7 |
| 9 | $LFUS | LITTELFUSE INC /DE | $31.6M | 1.4% | -59% | 51.6 |
| 10 | $AME | AMETEK INC/ | $31.0M | 1.4% | +1% | 69.7 |
| 11 |  $AIT | APPLIED INDUSTRIAL TECHNOLOGIES INC | $30.9M | 1.4% | -51% | 58.7 |
| 12 |  $AVGO | Broadcom Inc. | $30.3M | 1.3% | +3% | 84.5 |
| 13 |  $V | VISA INC. | $29.2M | 1.3% | +2% | 82.9 |
| 14 |  $IDA | IDACORP INC | $27.1M | 1.2% | -52% | 51.1 |
| 15 |  $RJF | RAYMOND JAMES FINANCIAL INC | $26.8M | 1.2% | -46% | 66.3 |
| 16 | $GOOG | Alphabet Inc. | $26.2M | 1.1% | -0% | 78.2 |
| 17 |  $DHR | DANAHER CORP /DE/ | $24.8M | 1.1% | -15% | 64.8 |
| 18 |  $AMZN | AMAZON COM INC | $24.3M | 1.1% | +6% | 68.7 |
| 19 |  $WSFS | WSFS FINANCIAL CORP | $21.5M | 0.9% | -52% | 52.3 |
| 20 |  $ONTO | ONTO INNOVATION INC. | $19.9M | 0.9% | -67% | 61.9 |
| 21 |  $SMTC | SEMTECH CORP | $19.1M | 0.8% | -75% | 55.9 |
| 22 |  $WLY | JOHN WILEY & SONS, INC. | $18.0M | 0.8% | -53% | 51.7 |
| 23 |  $HCSG | HEALTHCARE SERVICES GROUP INC | $17.8M | 0.8% | -52% | 61.1 |
| 24 |  $ABBV | AbbVie Inc. | $17.8M | 0.8% | -0% | 72.6 |
| 25 |  $FNV | FRANCO NEVADA Corp | $17.5M | 0.8% | -32% | — |
| 26 |  $TDY | TELEDYNE TECHNOLOGIES INC | $17.5M | 0.8% | -31% | 67.2 |
| 27 |  $NGVT | Ingevity Corp | $17.5M | 0.8% | -52% | 53.1 |
| 28 |  $OSW | ONESPAWORLD HOLDINGS Ltd | $17.4M | 0.8% | -53% | — |
| 29 |  $ETN | Eaton Corp plc | $17.2M | 0.8% | +1% | — |
| 30 |  $MLI | MUELLER INDUSTRIES INC | $17.0M | 0.7% | -68% | 68.7 |
| 31 |  $ACIW | ACI WORLDWIDE, INC. | $16.8M | 0.7% | -53% | 66.3 |
| 32 |  $PRMB | Primo Brands Corp | $16.7M | 0.7% | -53% | 60 |
| 33 |  $EGP | EASTGROUP PROPERTIES INC | $16.7M | 0.7% | -54% | 68.7 |
| 34 | — | ISHARES TR - CORE MSCI EURO | $16.6M | 0.7% | +1% | — |
| 35 |  $CFR | CULLEN/FROST BANKERS, INC. | $16.1M | 0.7% | -53% | 63.4 |
| 36 |  $PRG | PROG Holdings, Inc. | $15.9M | 0.7% | -44% | 57.4 |
| 37 |  $PB | PROSPERITY BANCSHARES INC | $15.9M | 0.7% | -54% | 61.7 |
| 38 |  $PWR | QUANTA SERVICES, INC. | $15.8M | 0.7% | -24% | 72.1 |
| 39 |  $AVNT | AVIENT CORP | $15.4M | 0.7% | -52% | 55 |
| 40 | — | ISHARES TR - CORE S&P SCP ETF | $15.0M | 0.7% | +3% | — |
| 41 |  $RGEN | REPLIGEN CORP | $15.0M | 0.7% | -54% | 58.4 |
| 42 |  $DPZ | DOMINOS PIZZA INC | $14.7M | 0.6% | +256% | 60.1 |
| 43 |  $COLB | COLUMBIA BANKING SYSTEM, INC. | $14.6M | 0.6% | -54% | 63.6 |
| 44 |  $META | Meta Platforms, Inc. | $14.6M | 0.6% | -2% | 79.6 |
| 45 |  $FA | FIRST ADVANTAGE CORP | $14.5M | 0.6% | -53% | 66.2 |
| 46 | $LLY | ELI LILLY & Co | $14.5M | 0.6% | +28% | 87.5 |
| 47 |  $RNST | RENASANT CORP | $14.5M | 0.6% | -56% | 72.9 |
| 48 |  $BRK.B | BERKSHIRE HATHAWAY INC | $14.3M | 0.6% | -6% | 73.8 |
| 49 |  $NVST | Envista Holdings Corp | $14.1M | 0.6% | -46% | 54.9 |
| 50 |  $PFGC | Performance Food Group Co | $13.7M | 0.6% | -53% | 55.7 |
| 51 |  $RLI | RLI CORP | $13.7M | 0.6% | -43% | 74.5 |
| 52 |  $MTD | METTLER TOLEDO INTERNATIONAL INC/ | $13.6M | 0.6% | NEW | 67.5 |
| 53 |  $ACHC | Acadia Healthcare Company, Inc. | $13.5M | 0.6% | -26% | 36.7 |
| 54 |  $RLJ | RLJ Lodging Trust | $13.4M | 0.6% | -54% | 49.2 |
| 55 |  $COST | COSTCO WHOLESALE CORP /NEW | $12.9M | 0.6% | -15% | 66.2 |
| 56 |  $BRKR | BRUKER CORP | $12.6M | 0.6% | -55% | 50.8 |
| 57 |  $FULT | FULTON FINANCIAL CORP | $12.5M | 0.6% | -56% | 62.4 |
| 58 |  $RDNT | RadNet, Inc. | $12.3M | 0.5% | -32% | 58.6 |
| 59 |  $CTAS | CINTAS CORP | $12.2M | 0.5% | NEW | 68.7 |
| 60 |  $AIR | AAR CORP | $11.5M | 0.5% | -9% | 60.8 |
| 61 |  $WWD | Woodward, Inc. | $11.5M | 0.5% | -74% | 67.3 |
| 62 |  $CUZ | COUSINS PROPERTIES INC | $11.2M | 0.5% | -54% | 56.1 |
| 63 |  $CMC | COMMERCIAL METALS Co | $11.2M | 0.5% | -52% | 57.2 |
| 64 |  $NEE | NEXTERA ENERGY INC | $11.2M | 0.5% | -14% | 64.6 |
| 65 |  $AMAT | APPLIED MATERIALS INC /DE | $11.1M | 0.5% | -6% | 72.3 |
| 66 |  $SM | SM Energy Co | $11.0M | 0.5% | -57% | 79 |
| 67 |  $HNGE | Hinge Health, Inc. | $11.0M | 0.5% | -51% | 74.9 |
| 68 |  $VNT | Vontier Corp | $10.9M | 0.5% | -52% | 56.8 |
| 69 |  $PLXS | PLEXUS CORP | $10.8M | 0.5% | -52% | 62.5 |
| 70 |  $SEI | Solaris Energy Infrastructure, Inc. | $10.6M | 0.5% | -15% | 56.4 |
| 71 |  $AHCO | AdaptHealth Corp. | $10.6M | 0.5% | -53% | 42.3 |
| 72 | $VLTO | Veralto Corp | $10.5M | 0.5% | +33% | 65.5 |
| 73 |  $ORLY | O REILLY AUTOMOTIVE INC | $10.2M | 0.5% | +28% | 67.4 |
| 74 |  $ICE | Intercontinental Exchange, Inc. | $10.2M | 0.4% | -20% | 73.7 |
| 75 |  $CAKE | CHEESECAKE FACTORY INC | $10.0M | 0.4% | -62% | 55 |
| 76 |  $BLFS | BIOLIFE SOLUTIONS INC | $10.0M | 0.4% | -54% | 62.1 |
| 77 |  $SAIA | SAIA INC | $9.8M | 0.4% | -52% | 58.2 |
| 78 |  $MYRG | MYR GROUP INC. | $9.8M | 0.4% | -57% | 59.2 |
| 79 |  $ITGR | Integer Holdings Corp | $9.6M | 0.4% | -54% | 55.9 |
| 80 |  $TXRH | Texas Roadhouse, Inc. | $9.5M | 0.4% | -53% | 62.7 |
| 81 |  $TKO | TKO Group Holdings, Inc. | $9.3M | 0.4% | -1% | 68.1 |
| 82 |  $KKR | KKR & Co. Inc. | $9.1M | 0.4% | +0% | 54.3 |
| 83 |  $CCC | CCC Intelligent Solutions Holdings Inc. | $9.0M | 0.4% | -52% | 58.4 |
| 84 |  $BKE | BUCKLE INC | $9.0M | 0.4% | -52% | 62.1 |
| 85 |  $BFAM | BRIGHT HORIZONS FAMILY SOLUTIONS INC. | $8.6M | 0.4% | -52% | 61.9 |
| 86 |  $SE | Sea Ltd | $8.6M | 0.4% | +0% | — |
| 87 |  $KWR | QUAKER CHEMICAL CORP | $8.5M | 0.4% | -57% | 44.9 |
| 88 |  $HD | HOME DEPOT, INC. | $8.2M | 0.4% | -42% | 60.3 |
| 89 | — | MARRIOTT VACATIONS WORLDWIDE - NOTE 3.250%12/1 | $8.2M | 0.4% | +3% | — |
| 90 |  $FOUR | Shift4 Payments, Inc. | $8.1M | 0.3% | -52% | 62.5 |
| 91 |  $ZD | ZIFF DAVIS, INC. | $7.9M | 0.3% | +0% | 64.3 |
| 92 |  $UNP | UNION PACIFIC CORP | $7.8M | 0.3% | -4% | 69.7 |
| 93 |  $VSTS | Vestis Corp | $7.8M | 0.3% | -26% | 45.3 |
| 94 |  $INVA | Innoviva, Inc. | $7.8M | 0.3% | +4% | 71.4 |
| 95 |  $QCOM | QUALCOMM INC/DE | $7.7M | 0.3% | -0% | 70.5 |
| 96 |  $ROCK | GIBRALTAR INDUSTRIES, INC. | $7.6M | 0.3% | -53% | 42.6 |
| 97 |  $AZTA | Azenta, Inc. | $7.6M | 0.3% | -55% | 28.2 |
| 98 |  $FLYW | Flywire Corp | $7.5M | 0.3% | -52% | 66.9 |
| 99 |  $JD | JD.com, Inc. | $7.3M | 0.3% | +7% | — |
| 100 |  $HMN | HORACE MANN EDUCATORS CORP /DE/ | $7.3M | 0.3% | -52% | 60.4 |
| 101 |  $PSN | PARSONS CORP | $7.3M | 0.3% | +79% | 54.6 |
| 102 |  $NOG | NORTHERN OIL & GAS, INC. | $7.2M | 0.3% | NEW | 48 |
| 103 |  $SHAK | Shake Shack Inc. | $7.1M | 0.3% | +46% | 55.6 |
| 104 | $FOUR | Shift4 Payments, Inc. | $7.1M | 0.3% | +16% | 62.5 |
| 105 |  $LKQ | LKQ CORP | $7.0M | 0.3% | -56% | 46.9 |
| 106 |  $UMBF | UMB FINANCIAL CORP | $6.8M | 0.3% | NEW | 77.3 |
| 107 |  $ARCC | ARES CAPITAL CORP | $6.7M | 0.3% | -1% | — |
| 108 |  $DXCM | DEXCOM INC | $6.5M | 0.3% | +4% | 76 |
| 109 |  $HCA | HCA Healthcare, Inc. | $6.5M | 0.3% | NEW | 68.9 |
| 110 |  $XOM.R34088 | EXXON MOBIL CORP | $6.4M | 0.3% | -1% | 57.9 |
| 111 |  $VERX | Vertex, Inc. | $6.3M | 0.3% | -52% | 57.5 |
| 112 |  $MTH | Meritage Homes CORP | $6.2M | 0.3% | +89% | — |
| 113 |  $BXMT | BLACKSTONE MORTGAGE TRUST, INC. | $6.2M | 0.3% | +16% | 41.1 |
| 114 |  $BLKB | BLACKBAUD INC | $6.2M | 0.3% | -64% | 62.5 |
| 115 |  $AXSM | Axsome Therapeutics, Inc. | $6.2M | 0.3% | -38% | 40.8 |
| 116 |  $WHD | Cactus, Inc. | $6.1M | 0.3% | -57% | 59.8 |
| 117 | $NOG | NORTHERN OIL & GAS, INC. | $6.1M | 0.3% | -57% | 48 |
| 118 |  $MATW | MATTHEWS INTERNATIONAL CORP | $6.0M | 0.3% | -57% | 25.8 |
| 119 |  $LGND | LIGAND PHARMACEUTICALS INC | $6.0M | 0.3% | -7% | 76 |
| 120 |  $WK | WORKIVA INC | $6.0M | 0.3% | +52% | 65.4 |
| 121 |  $CNC | CENTENE CORP | $5.9M | 0.3% | +0% | 58.2 |
| 122 |  $JNJ | JOHNSON & JOHNSON | $5.9M | 0.3% | -0% | 69 |
| 123 |  $BL | BLACKLINE, INC. | $5.9M | 0.3% | -52% | 52.7 |
| 124 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $5.9M | 0.3% | +0% | 62.9 |
| 125 | $RGEN | REPLIGEN CORP | $5.8M | 0.3% | NEW | 58.4 |
| 126 |  $UPST | Upstart Holdings, Inc. | $5.8M | 0.3% | +0% | 61.7 |
| 127 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $5.8M | 0.3% | -3% | 65.1 |
| 128 |  $RVLV | Revolve Group, Inc. | $5.7M | 0.3% | -53% | 51.4 |
| 129 |  $CSTL | CASTLE BIOSCIENCES INC | $5.5M | 0.2% | -57% | 40.7 |
| 130 |  $WRBY | Warby Parker Inc. | $5.5M | 0.2% | -33% | 54.3 |
| 131 |  $NVO | NOVO NORDISK A S | $5.4M | 0.2% | -1% | — |
| 132 |  $DCO | DUCOMMUN INC /DE/ | $5.4M | 0.2% | NEW | 34.1 |
| 133 |  $CRSR | Corsair Gaming, Inc. | $5.4M | 0.2% | -66% | 54.3 |
| 134 | — | ISHARES TR - CORE S&P500 ETF | $5.4M | 0.2% | +2% | — |
| 135 |  $CPRT | COPART INC | $5.4M | 0.2% | NEW | 69.1 |
| 136 |  $MSA | MSA Safety Inc | $5.3M | 0.2% | -55% | 63.4 |
| 137 | — | REDFIN CORP - NOTE 0.500% 4/0 | $5.3M | 0.2% | +11% | — |
| 138 |  $NTNX | Nutanix, Inc. | $5.2M | 0.2% | +91% | 70.2 |
| 139 |  $BSY | BENTLEY SYSTEMS INC | $5.2M | 0.2% | +0% | 67.9 |
| 140 |  $BV | BrightView Holdings, Inc. | $5.2M | 0.2% | -31% | 42.9 |
| 141 |  $WFC | WELLS FARGO & COMPANY/MN | $5.1M | 0.2% | -42% | 61.8 |
| 142 |  $ZBRA | ZEBRA TECHNOLOGIES CORP | $5.0M | 0.2% | -26% | 67.5 |
| 143 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $4.9M | 0.2% | +0% | — |
| 144 |  $DBX | DROPBOX, INC. | $4.9M | 0.2% | +83% | 63.4 |
| 145 |  $AFRM | Affirm Holdings, Inc. | $4.8M | 0.2% | +26% | 81.3 |
| 146 |  $POWI | POWER INTEGRATIONS INC | $4.8M | 0.2% | NEW | 45.2 |
| 147 |  $TCOM | Trip.com Group Ltd | $4.7M | 0.2% | NEW | — |
| 148 | — | J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR | $4.7M | 0.2% | +7% | — |
| 149 | $NVST | Envista Holdings Corp | $4.7M | 0.2% | +6% | 54.9 |
| 150 |  $DEA | Easterly Government Properties, Inc. | $4.6M | 0.2% | -58% | 54 |
| 151 |  $BWIN | Baldwin Insurance Group, Inc. | $4.6M | 0.2% | -52% | 44.8 |
| 152 |  $PR | Permian Resources Corp | $4.5M | 0.2% | -21% | 79.5 |
| 153 |  $EVTC | EVERTEC, Inc. | $4.5M | 0.2% | -35% | 60.5 |
| 154 |  $BURL | Burlington Stores, Inc. | $4.5M | 0.2% | -11% | 65.2 |
| 155 |  $TXN | TEXAS INSTRUMENTS INC | $4.4M | 0.2% | +0% | 73.4 |
| 156 |  $ETSY | ETSY INC | $4.4M | 0.2% | +91% | 61.2 |
| 157 |  $PFSI | PennyMac Financial Services, Inc. | $4.4M | 0.2% | -52% | 62.8 |
| 158 | — | ISHARES TR - CORE S&P MCP ETF | $4.3M | 0.2% | +2% | — |
| 159 | $VERX | Vertex, Inc. | $4.3M | 0.2% | NEW | 57.5 |
| 160 |  $FNF | Fidelity National Financial, Inc. | $4.3M | 0.2% | -10% | 58.1 |
| 161 |  $EBS | Emergent BioSolutions Inc. | $4.3M | 0.2% | -57% | 31.2 |
| 162 |  $MDLZ | Mondelez International, Inc. | $4.3M | 0.2% | -11% | 56.4 |
| 163 | — | NCL CORP LTD - NOTE 2.500% 2/1 | $4.3M | 0.2% | +0% | — |
| 164 | $BL | BLACKLINE, INC. | $4.2M | 0.2% | NEW | 52.7 |
| 165 |  $DKNG | DraftKings Inc. | $4.2M | 0.2% | +127% | 60.4 |
| 166 |  $ICLR | ICON PLC | $4.1M | 0.2% | -59% | — |
| 167 |  $SHW | SHERWIN WILLIAMS CO | $4.1M | 0.2% | -1% | 61.3 |
| 168 |  $LYFT | Lyft, Inc. | $4.1M | 0.2% | +15% | 72.8 |
| 169 |  $HRI | HERC HOLDINGS INC | $4.0M | 0.2% | NEW | 65.3 |
| 170 |  $BMRN | BIOMARIN PHARMACEUTICAL INC | $3.9M | 0.2% | +7% | 58.2 |
| 171 |  $CHCT | Community Healthcare Trust Inc | $3.9M | 0.2% | -58% | 52.6 |
| 172 |  $BAC | BANK OF AMERICA CORP /DE/ | $3.8M | 0.2% | -20% | 67.6 |
| 173 |  $KRYS | Krystal Biotech, Inc. | $3.7M | 0.2% | NEW | 79.2 |
| 174 |  $ENPH | Enphase Energy, Inc. | $3.7M | 0.2% | +8% | 42.9 |
| 175 | — | MERIT MED SYS INC - NOTE 3.000% 2/0 | $3.7M | 0.2% | NEW | — |
| 176 |  $LRN | Stride, Inc. | $3.6M | 0.2% | -57% | 64.5 |
| 177 |  $PD | PagerDuty, Inc. | $3.6M | 0.2% | +0% | 60.4 |
| 178 |  $SNAP | Snap Inc | $3.6M | 0.2% | +0% | 56.2 |
| 179 |  $HLIO | HELIOS TECHNOLOGIES, INC. | $3.5M | 0.1% | NEW | 54.6 |
| 180 |  $ARMK | Aramark | $3.5M | 0.1% | -21% | 47.1 |
| 181 | — | TETRA TECH INC NEW - DBCV 2.250% 8/1 | $3.5M | 0.1% | NEW | — |
| 182 |  $NCNO | nCino, Inc. | $3.5M | 0.1% | -52% | 60.9 |
| 183 |  $GS | GOLDMAN SACHS GROUP INC | $3.4M | 0.1% | -3% | 73.5 |
| 184 |  $GPI | GROUP 1 AUTOMOTIVE INC | $3.3M | 0.1% | -57% | 54.1 |
| 185 |  $DCI | DONALDSON Co INC | $3.3M | 0.1% | -21% | 60.5 |
| 186 |  $GEV | GE Vernova Inc. | $3.3M | 0.1% | -4% | 81.1 |
| 187 |  $MIDD | MIDDLEBY Corp | $3.3M | 0.1% | -7% | 40.6 |
| 188 |  $CNMD | CONMED Corp | $3.3M | 0.1% | +42% | 48.7 |
| 189 |  $BILL | BILL Holdings, Inc. | $3.2M | 0.1% | +0% | 56 |
| 190 |  $RBA | RB GLOBAL INC. | $3.2M | 0.1% | -21% | 67.3 |
| 191 |  $AMSF | AMERISAFE INC | $3.1M | 0.1% | -55% | 50.1 |
| 192 |  $MHO | M/I HOMES, INC. | $3.0M | 0.1% | NEW | 47.9 |
| 193 |  $BRK.A | BERKSHIRE HATHAWAY INC | $3.0M | 0.1% | +0% | 73.8 |
| 194 |  $MCHP | MICROCHIP TECHNOLOGY INC | $2.9M | 0.1% | +0% | 52.9 |
| 195 |  $THG | HANOVER INSURANCE GROUP, INC. | $2.8M | 0.1% | -21% | 66.6 |
| 196 |  $CWK | Cushman & Wakefield Ltd. | $2.7M | 0.1% | -57% | — |
| 197 |  $TDOC | Teladoc Health, Inc. | $2.7M | 0.1% | +0% | 40.8 |
| 198 |  $PEB | Pebblebrook Hotel Trust | $2.7M | 0.1% | +0% | 48.3 |
| 199 |  $WMT | Walmart Inc. | $2.7M | 0.1% | -63% | 60.2 |
| 200 |  $ELF | e.l.f. Beauty, Inc. | $2.6M | 0.1% | -48% | 58.2 |
| 201 | $ETSY | ETSY INC | $2.6M | 0.1% | NEW | 61.2 |
| 202 |  $PLTR | Palantir Technologies Inc. | $2.5M | 0.1% | NEW | 84.6 |
| 203 |  $ARRY | Array Technologies, Inc. | $2.5M | 0.1% | +0% | 40.2 |
| 204 |  $XYZ | Block, Inc. | $2.5M | 0.1% | -10% | 51.8 |
| 205 |  $HSIC | HENRY SCHEIN INC | $2.5M | 0.1% | -21% | 58.8 |
| 206 |  $KLAC | KLA CORP | $2.3M | 0.1% | +923% | 78.6 |
| 207 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $2.3M | 0.1% | -3% | 61.4 |
| 208 |  $UIS | UNISYS CORP | $2.3M | 0.1% | -57% | 32.1 |
| 209 |  $TDG | TransDigm Group INC | $2.3M | 0.1% | +0% | 68 |
| 210 |  $ADBE | ADOBE INC. | $2.2M | 0.1% | -4% | 77.6 |
| 211 |  $ATR | APTARGROUP, INC. | $2.2M | 0.1% | -21% | 57.5 |
| 212 |  $PM | Philip Morris International Inc. | $2.1M | 0.1% | -0% | 75.9 |
| 213 |  $SCI | SERVICE CORP INTERNATIONAL | $2.1M | 0.1% | -21% | 68.9 |
| 214 |  $HOOD | Robinhood Markets, Inc. | $2.0M | 0.1% | +0% | 82.1 |
| 215 |  $HP | Helmerich & Payne, Inc. | $2.0M | 0.1% | -21% | 54.9 |
| 216 | — | ISHARES TR - CORE S&P TTL STK | $2.0M | 0.1% | +12% | — |
| 217 |  $SSNC | SS&C Technologies Holdings Inc | $2.0M | 0.1% | -21% | 68.2 |
| 218 |  $BOKF | BOK FINANCIAL CORP | $1.9M | 0.1% | -21% | 61 |
| 219 |  $EPR | EPR PROPERTIES | $1.9M | 0.1% | +0% | 52.3 |
| 220 |  $MCD | MCDONALDS CORP | $1.9M | 0.1% | -7% | 69 |
| 221 |  $CVX | CHEVRON CORP | $1.8M | 0.1% | -13% | 62.8 |
| 222 | — | MAKEMYTRIP LIMITED MAURITIUS - NOTE 7/0 | $1.8M | 0.1% | NEW | — |
| 223 |  $WEX | WEX Inc. | $1.8M | 0.1% | +10% | 48.9 |
| 224 |  $GLPI | Gaming & Leisure Properties, Inc. | $1.7M | 0.1% | -21% | 64 |
| 225 |  $W | Wayfair Inc. | $1.7M | 0.1% | +0% | 43.8 |
| 226 |  $CRNC | Cerence Inc. | $1.7M | 0.1% | +0% | 40.9 |
| 227 |  $PAG | PENSKE AUTOMOTIVE GROUP, INC. | $1.6M | 0.1% | -21% | 49.4 |
| 228 |  $PHM | PULTEGROUP INC/MI/ | $1.6M | 0.1% | -21% | 55.3 |
| 229 |  $OZK | Bank OZK | $1.5M | 0.1% | -21% | — |
| 230 |  $HGTY | Hagerty, Inc. | $1.4M | 0.1% | +7% | 54.5 |
| 231 |  $AVY | Avery Dennison Corp | $1.4M | 0.1% | -21% | 63.2 |
| 232 |  $CSCO | CISCO SYSTEMS, INC. | $1.2M | 0.1% | +7% | 70.3 |
| 233 |  $STVN | Stevanato Group S.p.A. | $1.2M | 0.1% | -21% | — |
| 234 |  $UPWK | UPWORK, INC | $1.1M | 0.1% | +0% | 56.8 |
| 235 |  $AXP | AMERICAN EXPRESS CO | $1.1M | 0.1% | +3% | 69.4 |
| 236 |  $MS | MORGAN STANLEY | $1.0M | 0.1% | -0% | 75.8 |
| 237 |  $DEI | Douglas Emmett Inc | $1.0M | 0.0% | -21% | 49.9 |
| 238 |  $IVZ | Invesco Ltd. | $1.0M | 0.0% | +56% | — |
| 239 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $961,226 | 0.0% | -4% | — |
| 240 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $937,259 | 0.0% | -2% | 70 |
| 241 |  $GLD | SPDR GOLD TRUST | $926,107 | 0.0% | -6% | — |
| 242 | $SNAP | Snap Inc | $922,500 | 0.0% | +0% | 56.2 |
| 243 |  $CIEN | CIENA CORP | $920,291 | 0.0% | -26% | 72.9 |
| 244 | — | ISHARES TR - CORE 60 BALA ETF | $864,453 | 0.0% | +28% | — |
| 245 |  $SPY | SPDR S&P 500 ETF TRUST | $825,181 | 0.0% | -4% | — |
| 246 |  $CSX | CSX CORP | $822,839 | 0.0% | +1% | 65.2 |
| 247 |  $NXPI | NXP Semiconductors N.V. | $812,177 | 0.0% | -28% | — |
| 248 |  $EA | ELECTRONIC ARTS INC. | $799,656 | 0.0% | +0% | 62.9 |
| 249 | — | ISHARES TR - CORE 80 20 ETF | $787,559 | 0.0% | +28% | — |
| 250 |  $APD | Air Products & Chemicals, Inc. | $787,188 | 0.0% | +0% | 46.4 |
| 251 | $BAC | BANK OF AMERICA CORP /DE/ | $756,035 | 0.0% | +0% | 67.6 |
| 252 |  $URI | UNITED RENTALS, INC. | $746,575 | 0.0% | +13% | 63.9 |
| 253 |  $DUK | Duke Energy CORP | $701,380 | 0.0% | +3% | 56.4 |
| 254 | — | PEOPLE INC - COM NEW | $692,862 | 0.0% | -2% | — |
| 255 |  $VZ | VERIZON COMMUNICATIONS INC | $642,001 | 0.0% | +0% | 65.8 |
| 256 |  $SCHW | SCHWAB CHARLES CORP | $634,172 | 0.0% | +2% | 79.4 |
| 257 |  $GWW | W.W. GRAINGER, INC. | $597,216 | 0.0% | +3% | 61.8 |
| 258 |  $FLR | FLUOR CORP | $537,417 | 0.0% | +3% | 47.6 |
| 259 |  $SBUX | STARBUCKS CORP | $521,373 | 0.0% | +5% | 58.2 |
| 260 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $516,970 | 0.0% | -8% | 65.1 |
| 261 | — | SPDR SERIES TRUST - ST STR P500ETF | $497,137 | 0.0% | -18% | — |
| 262 |  $PLD | Prologis, Inc. | $488,505 | 0.0% | -1% | 68.3 |
| 263 |  $NUE | NUCOR CORP | $487,154 | 0.0% | +3% | 61.7 |
| 264 |  $PEP | PEPSICO INC | $484,326 | 0.0% | +1% | 63.4 |
| 265 |  $AZO | AUTOZONE INC | $428,256 | 0.0% | -19% | 66.2 |
| 266 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $424,842 | 0.0% | -23% | 66.2 |
| 267 |  $BKR | Baker Hughes Co | $418,303 | 0.0% | +2% | 60.7 |
| 268 |  $NMFC | New Mountain Finance Corp | $403,857 | 0.0% | -11% | — |
| 269 |  $TSLA | Tesla, Inc. | $393,170 | 0.0% | -1% | 53.9 |
| 270 |  $J | JACOBS SOLUTIONS INC. | $382,158 | 0.0% | +0% | 64.3 |
| 271 |  $ASML | ASML HOLDING NV | $375,290 | 0.0% | +4% | — |
| 272 |  $RTX | RTX Corp | $366,558 | 0.0% | +0% | 73.2 |
| 273 |  $CBRE | CBRE GROUP, INC. | $350,867 | 0.0% | +1% | 62.3 |
| 274 |  $GILD | GILEAD SCIENCES, INC. | $346,424 | 0.0% | +0% | 57.4 |
| 275 |  $UNH | UNITEDHEALTH GROUP INC | $345,804 | 0.0% | -6% | 62.7 |
| 276 |  $INTU | INTUIT INC. | $336,168 | 0.0% | -14% | 79.3 |
| 277 |  $CRM | Salesforce, Inc. | $317,863 | 0.0% | -4% | 77 |
| 278 |  $ROK | ROCKWELL AUTOMATION, INC | $311,900 | 0.0% | +3% | 63.6 |
| 279 |  $ORCL | ORACLE CORP | $303,798 | 0.0% | -5% | 66.2 |
| 280 |  $NOW | ServiceNow, Inc. | $288,011 | 0.0% | +5% | 72.9 |
| 281 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $279,305 | 0.0% | -96% | 58.1 |
| 282 |  $MELI | MERCADOLIBRE INC | $278,372 | 0.0% | +3% | 80.2 |
| 283 |  $SLB | SLB LIMITED/NV | $276,104 | 0.0% | +4% | 57.9 |
| 284 |  $RACE | Ferrari N.V. | $271,011 | 0.0% | +0% | — |
| 285 |  $AZN | ASTRAZENECA PLC | $267,763 | 0.0% | -10% | — |
| 286 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $266,470 | 0.0% | NEW | — |
| 287 |  $AMT | AMERICAN TOWER CORP /MA/ | $261,712 | 0.0% | +0% | 66.3 |
| 288 |  $MRK | Merck & Co., Inc. | $258,850 | 0.0% | +0% | 59.9 |
| 289 |  $LECO | LINCOLN ELECTRIC HOLDINGS INC | $252,500 | 0.0% | +2% | 60.1 |
| 290 | — | ISHARES TR - RUS 1000 GRW ETF | $244,739 | 0.0% | +300% | — |
| 291 |  $MLM | MARTIN MARIETTA MATERIALS INC | $230,680 | 0.0% | +0% | 62.9 |
| 292 |  $COP | CONOCOPHILLIPS | $221,643 | 0.0% | +0% | 70.2 |
| 293 |  $GNRC | GENERAC HOLDINGS INC. | $212,580 | 0.0% | NEW | 54.4 |
| 294 |  $ABEV | AMBEV S.A. | $49,402 | 0.0% | NEW | — |
New Positions (19)
$MTD METTLER TOLEDO INTERNATIONAL INC/$13.6M$CTAS CINTAS CORP$12.2M$UMBF UMB FINANCIAL CORP$6.8M$HCA HCA Healthcare, Inc.$6.5M$DCO DUCOMMUN INC /DE/$5.4M$CPRT COPART INC$5.4M$POWI POWER INTEGRATIONS INC$4.8M$TCOM Trip.com Group Ltd$4.7M$HRI HERC HOLDINGS INC$4.0M$KRYS Krystal Biotech, Inc.$3.7M MERIT MED SYS INC - NOTE 3.000% 2/0$3.7M
$HLIO HELIOS TECHNOLOGIES, INC.$3.5M TETRA TECH INC NEW - DBCV 2.250% 8/1$3.5M
$MHO M/I HOMES, INC.$3.0M$PLTR Palantir Technologies Inc.$2.5MExited Positions (30)
ISHARES TR
$VRRM VERRA MOBILITY Corp
$WABC WESTAMERICA BANCORPORATION
$TMHC Taylor Morrison Home Corp
$ROP ROPER TECHNOLOGIES INC
$BDX BECTON DICKINSON & CO
$QTWO Q2 Holdings, Inc.
$BA BOEING CO
$HRTX HERON THERAPEUTICS, INC. /DE/
$AKAM AKAMAI TECHNOLOGIES INC
$DOCN DigitalOcean Holdings, Inc.
$ON ON SEMICONDUCTOR CORP
$COIN Coinbase Global, Inc. NCL CORP LTD
$CBRL CRACKER BARREL OLD COUNTRY STORE, INCBrowse Top Institutional Investors
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