13Fprocessed

Form 13F — Institutional Holdings

EDGAR Filing Documents for 0001104659-25-108816

Summary

13F filing with 176 holdings

Filing Date

January 1, 2025

Accepted

Accession No.

0001104659-25-108816

CIK

0001639666

Holdings Reported

FilerCompanySharesValueQuarterPut/Call
EDGAR Filing Documents for 0001104659-25-108816MICROSOFT CORP47,054$24,371,6632025-Q1
EDGAR Filing Documents for 0001104659-25-108816Johnson & Johnson99,283$18,409,0542025-Q1
EDGAR Filing Documents for 0001104659-25-108816TRANE TECHNOLOGIES PLC43,117$18,193,6492025-Q1
EDGAR Filing Documents for 0001104659-25-108816ULTA BEAUTY INC29,187$15,957,9922025-Q1
EDGAR Filing Documents for 0001104659-25-108816HCA HOLDINGS INC36,522$15,565,6762025-Q1
EDGAR Filing Documents for 0001104659-25-108816PROCTER AND GAMBLE CO98,617$15,152,5022025-Q1
EDGAR Filing Documents for 0001104659-25-108816PNC Financial Service Corp73,955$14,859,7782025-Q1
EDGAR Filing Documents for 0001104659-25-108816ROCKWELL AUTOMATION INC41,470$14,495,0092025-Q1
EDGAR Filing Documents for 0001104659-25-108816WW GRAINGER INC14,354$13,678,7882025-Q1
EDGAR Filing Documents for 0001104659-25-108816HERSHEY CO72,537$13,568,0462025-Q1
EDGAR Filing Documents for 0001104659-25-108816Sysco Corporation161,534$13,300,7102025-Q1
EDGAR Filing Documents for 0001104659-25-108816PayPal Holdings Inc196,260$13,161,1962025-Q1
EDGAR Filing Documents for 0001104659-25-108816McDonald's Corporation41,965$12,752,7442025-Q1
EDGAR Filing Documents for 0001104659-25-108816ZEBRA TECHNOLOGIES CORPORATI42,484$12,624,5452025-Q1
EDGAR Filing Documents for 0001104659-25-108816Lockheed Martin Corp24,981$12,470,7652025-Q1
EDGAR Filing Documents for 0001104659-25-108816PUBLIC STORAGE OPER CO42,563$12,294,3232025-Q1
EDGAR Filing Documents for 0001104659-25-108816LOWES COS INC48,850$12,276,4942025-Q1
EDGAR Filing Documents for 0001104659-25-108816ZOETIS INC CLASS A71,493$10,460,8562025-Q1
EDGAR Filing Documents for 0001104659-25-108816United Parcel Service Inc122,948$10,269,8462025-Q1
EDGAR Filing Documents for 0001104659-25-108816Schlumberger NV272,188$9,355,1022025-Q1
EDGAR Filing Documents for 0001104659-25-108816LKQ CORP293,991$8,978,4852025-Q1
EDGAR Filing Documents for 0001104659-25-108816Intel Corp248,276$8,329,6602025-Q1
EDGAR Filing Documents for 0001104659-25-108816SPDR TOTAL STOCK MARKET ETF83,874$6,764,4092025-Q1
EDGAR Filing Documents for 0001104659-25-108816PACCAR INC63,953$6,287,8592025-Q1
EDGAR Filing Documents for 0001104659-25-108816NAPCO SEC TECHNOLOGIES INC122,345$5,254,7182025-Q1
EDGAR Filing Documents for 0001104659-25-108816LIGAND PHARMA29,498$5,225,2762025-Q1
EDGAR Filing Documents for 0001104659-25-108816INTERFACE INC178,832$5,175,3982025-Q1
EDGAR Filing Documents for 0001104659-25-108816MUELLER INDS INC48,673$4,921,3272025-Q1
EDGAR Filing Documents for 0001104659-25-108816IRADIMED CORP58,740$4,179,9382025-Q1
EDGAR Filing Documents for 0001104659-25-108816INGEVITY CORP71,870$3,966,5052025-Q1
EDGAR Filing Documents for 0001104659-25-108816Plexus Corp27,044$3,912,9962025-Q1
EDGAR Filing Documents for 0001104659-25-108816PAPA JOHNS INTL INC78,362$3,773,1302025-Q1
EDGAR Filing Documents for 0001104659-25-108816INSTEEL INDUSTRIES98,226$3,765,9852025-Q1
EDGAR Filing Documents for 0001104659-25-108816TETRA TECH INC NEW110,919$3,702,4762025-Q1
EDGAR Filing Documents for 0001104659-25-108816KORN FERRY51,191$3,582,3462025-Q1
EDGAR Filing Documents for 0001104659-25-108816RLI CORP53,355$3,479,8132025-Q1
EDGAR Filing Documents for 0001104659-25-108816LIMBACH HLDGS INC34,571$3,357,5362025-Q1
EDGAR Filing Documents for 0001104659-25-108816Janus International Group Inc337,843$3,334,5102025-Q1
EDGAR Filing Documents for 0001104659-25-108816NVE CORP50,998$3,328,6392025-Q1
EDGAR Filing Documents for 0001104659-25-108816OPTION CARE HEALTH INC117,421$3,259,6072025-Q1
EDGAR Filing Documents for 0001104659-25-108816HAEMONETICS CORP/MASS61,702$3,007,3552025-Q1
EDGAR Filing Documents for 0001104659-25-108816HACKETT GROUP INC158,198$3,007,3442025-Q1
EDGAR Filing Documents for 0001104659-25-108816Mimedx Group Inc423,263$2,954,3762025-Q1
EDGAR Filing Documents for 0001104659-25-108816INDEPENDENT BK CORP MASS41,552$2,874,1522025-Q1
EDGAR Filing Documents for 0001104659-25-108816Minerals Technologies Inc44,210$2,746,3252025-Q1
EDGAR Filing Documents for 0001104659-25-108816SPROUTS FMRS MKT INC24,636$2,680,3972025-Q1
EDGAR Filing Documents for 0001104659-25-108816REYNOLDS CONSUMER PRODS INC105,240$2,575,2232025-Q1
EDGAR Filing Documents for 0001104659-25-108816Miller Industries, Inc.62,221$2,514,9732025-Q1
EDGAR Filing Documents for 0001104659-25-108816UTAH MED PRODS INC38,283$2,410,6812025-Q1
EDGAR Filing Documents for 0001104659-25-108816OCEANEERING INTL INC96,923$2,401,7522025-Q1
EDGAR Filing Documents for 0001104659-25-108816INNOVATIVE SOLUTIONS AND SUPPORT INC189,754$2,370,0272025-Q1
EDGAR Filing Documents for 0001104659-25-108816LOVESAC COMPANY138,710$2,348,3602025-Q1
EDGAR Filing Documents for 0001104659-25-108816SPDR GOLD SHARES ETF6,000$2,132,8202025-Q1
EDGAR Filing Documents for 0001104659-25-108816HYSTER-YALE INC54,847$2,021,6602025-Q1
EDGAR Filing Documents for 0001104659-25-108816META PLATFORMS INC2,690$1,975,4822025-Q1
EDGAR Filing Documents for 0001104659-25-108816NORTHERN OIL & GAS INC76,260$1,891,2482025-Q1
EDGAR Filing Documents for 0001104659-25-108816MGP INGREDIENTS INC63,655$1,539,8142025-Q1
EDGAR Filing Documents for 0001104659-25-108816Orion S.A.187,152$1,418,6122025-Q1
EDGAR Filing Documents for 0001104659-25-108816LANTHEUS HLDGS INC24,140$1,238,1412025-Q1
EDGAR Filing Documents for 0001104659-25-108816SPDR S&P 500 ETF TR TR UNIT1,812$1,207,1182025-Q1
EDGAR Filing Documents for 0001104659-25-108816MERCK & CO. INC.13,053$1,095,5382025-Q1
EDGAR Filing Documents for 0001104659-25-108816OMNIAB INC COM669,071$1,070,5142025-Q1
EDGAR Filing Documents for 0001104659-25-108816J P MORGAN CHASE & CO3,353$1,057,6372025-Q1
EDGAR Filing Documents for 0001104659-25-108816Union Pacific Corp3,970$938,3892025-Q1
EDGAR Filing Documents for 0001104659-25-108816NMI HLDGS INC22,000$843,4802025-Q1
EDGAR Filing Documents for 0001104659-25-108816OTC MARKETS GROUP INC15,040$797,1202025-Q1
EDGAR Filing Documents for 0001104659-25-108816INTERNATIONAL BUSINESS MACHS2,783$785,2512025-Q1
EDGAR Filing Documents for 0001104659-25-108816MCKESSON CORP990$764,8152025-Q1
EDGAR Filing Documents for 0001104659-25-108816ISHARES SILVER TRUST ETF IV14,670$621,5682025-Q1
EDGAR Filing Documents for 0001104659-25-108816US Bancorp12,646$611,1812025-Q1
EDGAR Filing Documents for 0001104659-25-108816Photronics Inc26,161$600,3952025-Q1
EDGAR Filing Documents for 0001104659-25-108816VISA INC CLASS A1,665$568,3982025-Q1
EDGAR Filing Documents for 0001104659-25-108816Thermo Fisher Scientific Inc1,170$567,4732025-Q1
EDGAR Filing Documents for 0001104659-25-108816SCHWAB STRATEGIC TR20,108$516,9772025-Q1
EDGAR Filing Documents for 0001104659-25-108816HALOZYME THERAPEUTICS6,844$501,9392025-Q1
EDGAR Filing Documents for 0001104659-25-108816NEXTERA ENERGY INC6,590$497,4792025-Q1
EDGAR Filing Documents for 0001104659-25-108816TENNANT CO6,000$486,3602025-Q1
EDGAR Filing Documents for 0001104659-25-108816HUDSON TECHNOLOGIES INC48,516$481,7642025-Q1
EDGAR Filing Documents for 0001104659-25-108816iShares Gold Trust6,400$465,7282025-Q1
EDGAR Filing Documents for 0001104659-25-108816WESCO INTL INC2,190$463,1852025-Q1
EDGAR Filing Documents for 0001104659-25-108816MATIV HOLDINGS INC40,208$454,7522025-Q1
EDGAR Filing Documents for 0001104659-25-108816HYPERFINE INC313,350$454,3582025-Q1
EDGAR Filing Documents for 0001104659-25-108816JAZZ PHARMACEUTICALS PLC3,422$451,0202025-Q1
EDGAR Filing Documents for 0001104659-25-108816ISHARES TR6,937$450,9742025-Q1
EDGAR Filing Documents for 0001104659-25-108816STRIDE INC2,995$446,0752025-Q1
EDGAR Filing Documents for 0001104659-25-108816SNAP ON INC1,236$428,3112025-Q1
EDGAR Filing Documents for 0001104659-25-108816UNITED RENTALS INC422$402,8672025-Q1
EDGAR Filing Documents for 0001104659-25-108816HENRY SCHEIN INC5,885$390,5872025-Q1
EDGAR Filing Documents for 0001104659-25-108816Taiwan Semiconductor Manufacturing Co Ltd ADR1,397$390,1682025-Q1
EDGAR Filing Documents for 0001104659-25-108816UNITED STS COMMODITY INDEX F12,800$384,0002025-Q1
EDGAR Filing Documents for 0001104659-25-108816O REILLY AUTOMOTIVE3,525$380,0302025-Q1
EDGAR Filing Documents for 0001104659-25-108816ILLINOIS TOOL WORKS1,400$365,0642025-Q1
EDGAR Filing Documents for 0001104659-25-108816HEALTHPEAK PPTYS INC REIT18,573$355,6732025-Q1
EDGAR Filing Documents for 0001104659-25-108816Markel Corp184$351,6902025-Q1
EDGAR Filing Documents for 0001104659-25-108816VAIL RESORTS INC2,345$350,7422025-Q1
EDGAR Filing Documents for 0001104659-25-108816VALVOLINE INC9,557$343,1922025-Q1
EDGAR Filing Documents for 0001104659-25-108816SHELL PLC F SPONSORED ADR 1 ADR REPS 2 ORD SHS4,720$337,6222025-Q1
EDGAR Filing Documents for 0001104659-25-108816NVIDIA CORP1,809$337,5232025-Q1
EDGAR Filing Documents for 0001104659-25-108816NORDSON CORP1,480$335,8862025-Q1
EDGAR Filing Documents for 0001104659-25-108816W E C ENERGY GROUP INC2,929$335,6342025-Q1
EDGAR Filing Documents for 0001104659-25-108816WEX INC2,023$318,6832025-Q1
EDGAR Filing Documents for 0001104659-25-108816KIMBERLY-CLARK CORP2,548$316,8182025-Q1
EDGAR Filing Documents for 0001104659-25-108816Northrop Grumman Corp515$313,8002025-Q1
EDGAR Filing Documents for 0001104659-25-108816TWIST BIOSCIENCE CORP11,145$313,6202025-Q1
EDGAR Filing Documents for 0001104659-25-108816REXFORD INDUSTRIAL REALTY INC7,579$311,5732025-Q1
EDGAR Filing Documents for 0001104659-25-108816SPDR S&P MIDCAP 400 ETF IV518$308,7442025-Q1
EDGAR Filing Documents for 0001104659-25-108816SALESFORCE COM1,283$304,0712025-Q1
EDGAR Filing Documents for 0001104659-25-108816S&P GLOBAL INC622$302,7342025-Q1
EDGAR Filing Documents for 0001104659-25-108816MERCADOLIBRE INC128$299,1282025-Q1
EDGAR Filing Documents for 0001104659-25-108816iShares Russell 1000 ETF795$290,5572025-Q1
EDGAR Filing Documents for 0001104659-25-108816MOTLEY FOOL 100 INDEX ETF3,760$265,1622025-Q1
EDGAR Filing Documents for 0001104659-25-108816Vanguard Dividend Appreciation1,211$261,3222025-Q1
EDGAR Filing Documents for 0001104659-25-108816TRANSDIGM GROUP INC188$247,7882025-Q1
EDGAR Filing Documents for 0001104659-25-108816OVINTIV INC5,917$238,9282025-Q1
EDGAR Filing Documents for 0001104659-25-108816HOME DEPOT INC570$230,9582025-Q1
EDGAR Filing Documents for 0001104659-25-108816MAGNOLIA OIL & GAS CORP9,538$227,6722025-Q1
EDGAR Filing Documents for 0001104659-25-108816NASDAQ INC2,550$225,5482025-Q1
EDGAR Filing Documents for 0001104659-25-108816ROBERT HALF INC.6,567$223,1472025-Q1
EDGAR Filing Documents for 0001104659-25-108816WALMART INC2,096$216,0142025-Q1
EDGAR Filing Documents for 0001104659-25-108816INTERCONTINENTAL EXC1,250$210,6002025-Q1
EDGAR Filing Documents for 0001104659-25-108816TMC THE METALS CO INC F22,696$144,5742025-Q1
EDGAR Filing Documents for 0001104659-25-108816APPLE INC97,177$24,7442025-Q1
EDGAR Filing Documents for 0001104659-25-108816ALPHABET INC CLASS A90,640$22,0352025-Q1
EDGAR Filing Documents for 0001104659-25-108816BROADCOM INC60,005$19,7962025-Q1
EDGAR Filing Documents for 0001104659-25-108816CENCORA INC59,935$18,7312025-Q1
EDGAR Filing Documents for 0001104659-25-108816BANK NEW YORK MELLON CORP168,385$18,3472025-Q1
EDGAR Filing Documents for 0001104659-25-108816C H ROBINSON WORLDWIDE INC135,272$17,9102025-Q1
EDGAR Filing Documents for 0001104659-25-108816AMCOR PLC F2,003,404$16,3882025-Q1
EDGAR Filing Documents for 0001104659-25-108816WR Berkley Corp211,271$16,1882025-Q1
EDGAR Filing Documents for 0001104659-25-108816CBOE GLOBAL MKTS INC61,890$15,1792025-Q1
EDGAR Filing Documents for 0001104659-25-108816APPLIED MATLS INC74,053$15,1622025-Q1
EDGAR Filing Documents for 0001104659-25-108816ABBVIE INC65,063$15,0652025-Q1
EDGAR Filing Documents for 0001104659-25-108816Emerson Electric Co110,978$14,5582025-Q1
EDGAR Filing Documents for 0001104659-25-108816FIFTH THIRD BANCORP305,671$13,6182025-Q1
EDGAR Filing Documents for 0001104659-25-108816ALLISON TRANSMISSION HLDGS I151,683$12,8752025-Q1
EDGAR Filing Documents for 0001104659-25-108816FLOWSERVE CORP221,361$11,7632025-Q1
EDGAR Filing Documents for 0001104659-25-108816DEXCOM INC167,786$11,2902025-Q1
EDGAR Filing Documents for 0001104659-25-108816COLGATE PALMOLIVE CO139,415$11,1452025-Q1
EDGAR Filing Documents for 0001104659-25-108816BOOZ ALLEN HAMILTON HLDG COR95,860$9,5812025-Q1
EDGAR Filing Documents for 0001104659-25-108816COTERRA ENERGY INC395,462$9,3532025-Q1
EDGAR Filing Documents for 0001104659-25-108816GARTNER INC35,551$9,3452025-Q1
EDGAR Filing Documents for 0001104659-25-108816ACCENTURE PLC IRELAND35,453$8,7432025-Q1
EDGAR Filing Documents for 0001104659-25-108816FRONTDOOR INC83,646$5,6292025-Q1
EDGAR Filing Documents for 0001104659-25-108816ADVANCED ENERGY INDUSTRIES30,058$5,1142025-Q1
EDGAR Filing Documents for 0001104659-25-108816CRA INTL INC21,123$4,4052025-Q1
EDGAR Filing Documents for 0001104659-25-108816CORE & MAIN INC81,252$4,3742025-Q1
EDGAR Filing Documents for 0001104659-25-108816AXCELIS TECHNOLOGIES INC42,016$4,1022025-Q1
EDGAR Filing Documents for 0001104659-25-108816CRANE NXT CO58,903$3,9512025-Q1
EDGAR Filing Documents for 0001104659-25-108816COMSTOCK RES INC196,027$3,8872025-Q1
EDGAR Filing Documents for 0001104659-25-108816BEL FUSE INC27,355$3,8582025-Q1
EDGAR Filing Documents for 0001104659-25-108816CAPITAL CITY BK GROUP INC88,508$3,6992025-Q1
EDGAR Filing Documents for 0001104659-25-1088161ST SOURCE CORP58,317$3,5902025-Q1
EDGAR Filing Documents for 0001104659-25-108816GLOBAL SHIP LEASE INC NEW116,755$3,5842025-Q1
EDGAR Filing Documents for 0001104659-25-108816BIOLIFE SOLUTIONS INC137,771$3,5152025-Q1
EDGAR Filing Documents for 0001104659-25-108816AMERISAFE INC77,007$3,3762025-Q1
EDGAR Filing Documents for 0001104659-25-108816APOGEE ENTERPRISES INC75,650$3,2962025-Q1
EDGAR Filing Documents for 0001104659-25-108816ARTISAN PARTNERS ASSET MANAGEMENT INC73,085$3,1722025-Q1
EDGAR Filing Documents for 0001104659-25-108816ALEXANDER & BALDWIN INC NEW174,359$3,1722025-Q1
EDGAR Filing Documents for 0001104659-25-108816AMALGAMATED FINANCIAL CORP115,113$3,1252025-Q1
EDGAR Filing Documents for 0001104659-25-108816ACADEMY SPORTS & OUTDOORS IN61,190$3,0612025-Q1
EDGAR Filing Documents for 0001104659-25-108816APPLE HOSPITALITY REIT INC254,251$3,0542025-Q1
EDGAR Filing Documents for 0001104659-25-108816DONNELLEY FINANCIAL58,414$3,0042025-Q1
EDGAR Filing Documents for 0001104659-25-108816EMPLOYERS HLDGS INC69,201$2,9402025-Q1
EDGAR Filing Documents for 0001104659-25-108816AVIENT CORPORATION74,698$2,4612025-Q1
EDGAR Filing Documents for 0001104659-25-108816ATKORE INC34,849$2,1862025-Q1
EDGAR Filing Documents for 0001104659-25-108816Embecta Corp132,406$1,8682025-Q1
EDGAR Filing Documents for 0001104659-25-108816COLUMBUS MCKINNON CORP N Y110,159$1,5802025-Q1
EDGAR Filing Documents for 0001104659-25-108816BUTTERFLY NETWORK INC689,222$1,3302025-Q1
EDGAR Filing Documents for 0001104659-25-108816DOCGO INC781,253$1,0632025-Q1
EDGAR Filing Documents for 0001104659-25-108816FASTENAL CO20,238$9922025-Q1
EDGAR Filing Documents for 0001104659-25-108816EXACT SCIENCES CORP12,227$6692025-Q1
EDGAR Filing Documents for 0001104659-25-108816AEBI SCHMIDT HLDG AG F45,662$5692025-Q1
EDGAR Filing Documents for 0001104659-25-108816FIRST HORIZON CORPORATION23,891$5402025-Q1
EDGAR Filing Documents for 0001104659-25-108816CORE LABORATORIES INC12,148$1502025-Q1
EDGAR Filing Documents for 0001104659-25-108816AIRJOULE TECHNOLOGIES CO CLASS A17,000$802025-Q1