13Fprocessed

Form 13F — Institutional Holdings

EDGAR Filing Documents for 0002085853-25-000226

Summary

13F filing with 196 holdings

Filing Date

January 1, 2025

Accepted

Accession No.

0002085853-25-000226

CIK

0002081110

Holdings Reported

FilerCompanySharesValueQuarterPut/Call
EDGAR Filing Documents for 0002085853-25-000226AAON INC6,260$551,5062025-Q1
EDGAR Filing Documents for 0002085853-25-000226Abbott Laboratories12,404$1,409,8482025-Q1
EDGAR Filing Documents for 0002085853-25-000226ABBVIE INC1,887$343,6232025-Q1
EDGAR Filing Documents for 0002085853-25-000226ACCENTURE PLC IRELAND3,324$1,152,1322025-Q1
EDGAR Filing Documents for 0002085853-25-000226ADOBE INC2,636$1,330,1262025-Q1
EDGAR Filing Documents for 0002085853-25-000226AEROVIRONMENT INC1,650$252,9122025-Q1
EDGAR Filing Documents for 0002085853-25-000226AES CORP18,506$331,8132025-Q1
EDGAR Filing Documents for 0002085853-25-000226AGNICO EAGLE MINES LTD10,650$635,2732025-Q1
EDGAR Filing Documents for 0002085853-25-000226Airbnb Inc5,886$970,9552025-Q1
EDGAR Filing Documents for 0002085853-25-000226AKOUSTIS TECHNOLOGIES INC82,467$48,7462025-Q1
EDGAR Filing Documents for 0002085853-25-000226ALIGN TECHNOLOGY INC713$233,8072025-Q1
EDGAR Filing Documents for 0002085853-25-000226ALLEGION PLC1,604$216,0752025-Q1
EDGAR Filing Documents for 0002085853-25-000226ALPHABET INC10,776$1,640,7542025-Q1
EDGAR Filing Documents for 0002085853-25-000226ALPHABET INC8,669$1,308,4122025-Q1
EDGAR Filing Documents for 0002085853-25-000226AMAZON COM INC2,517$454,0162025-Q1
EDGAR Filing Documents for 0002085853-25-000226AMAZON COM INC25,251$4,554,7752025-Q1
EDGAR Filing Documents for 0002085853-25-000226AMERICAN INTL GROUP INC4,165$325,5782025-Q1
EDGAR Filing Documents for 0002085853-25-000226American Tower Corp1,234$243,8262025-Q1
EDGAR Filing Documents for 0002085853-25-000226Ametek Inc2,599$475,3572025-Q1
EDGAR Filing Documents for 0002085853-25-000226AON PLC1,281$427,4952025-Q1
EDGAR Filing Documents for 0002085853-25-000226APPLE INC2,000$342,9602025-Q1
EDGAR Filing Documents for 0002085853-25-000226APPLE INC11,622$1,992,9752025-Q1
EDGAR Filing Documents for 0002085853-25-000226APPLIED MATLS INC1,999$412,2542025-Q1
EDGAR Filing Documents for 0002085853-25-000226ASML HOLDING N V945$917,0942025-Q1
EDGAR Filing Documents for 0002085853-25-000226ASPEN TECHNOLOGY INC1,470$313,5222025-Q1
EDGAR Filing Documents for 0002085853-25-000226AT&T INC15,780$277,7202025-Q1
EDGAR Filing Documents for 0002085853-25-000226AUTODESK INC2,941$765,8952025-Q1
EDGAR Filing Documents for 0002085853-25-000226AZENTA INC5,267$317,4952025-Q1
EDGAR Filing Documents for 0002085853-25-000226BADGER METER INC1,337$216,3402025-Q1
EDGAR Filing Documents for 0002085853-25-000226BANK AMERICA CORP13,532$513,1372025-Q1
EDGAR Filing Documents for 0002085853-25-000226BARRICK GOLD CORP19,516$324,7462025-Q1
EDGAR Filing Documents for 0002085853-25-000226BAXTER INTL INC6,049$258,5342025-Q1
EDGAR Filing Documents for 0002085853-25-000226Becton, Dickinson and Company2,760$682,9682025-Q1
EDGAR Filing Documents for 0002085853-25-000226BENTLEY SYS INC6,731$351,4932025-Q1
EDGAR Filing Documents for 0002085853-25-000226BERKSHIRE HATHAWAY INC DEL2,136$898,2312025-Q1
EDGAR Filing Documents for 0002085853-25-000226BONDBLOXX ETF TRUST5,997$301,7092025-Q1
EDGAR Filing Documents for 0002085853-25-000226BOOT BARN HLDGS INC2,753$261,9482025-Q1
EDGAR Filing Documents for 0002085853-25-000226BRISTOL-MYERS SQUIBB CO5,529$299,8382025-Q1
EDGAR Filing Documents for 0002085853-25-000226BROWN & BROWN INC2,693$235,7452025-Q1
EDGAR Filing Documents for 0002085853-25-000226CATERPILLAR INC1,133$415,1652025-Q1
EDGAR Filing Documents for 0002085853-25-000226CENTENE CORP DEL3,574$280,4882025-Q1
EDGAR Filing Documents for 0002085853-25-000226CHEVRON CORP NEW3,765$593,8832025-Q1
EDGAR Filing Documents for 0002085853-25-000226CISCO SYSTEMS INC22,775$1,136,7152025-Q1
EDGAR Filing Documents for 0002085853-25-000226Citigroup Inc5,264$332,8772025-Q1
EDGAR Filing Documents for 0002085853-25-000226Coca Cola Company5,843$357,4822025-Q1
EDGAR Filing Documents for 0002085853-25-000226COMCAST CORP NEW15,640$677,9862025-Q1
EDGAR Filing Documents for 0002085853-25-000226COMFORT SYS USA INC1,522$483,5552025-Q1
EDGAR Filing Documents for 0002085853-25-000226COOPER COS INC8,617$874,2812025-Q1
EDGAR Filing Documents for 0002085853-25-000226COPART INC13,688$792,8092025-Q1
EDGAR Filing Documents for 0002085853-25-000226CORNING INC11,021$363,2522025-Q1
EDGAR Filing Documents for 0002085853-25-000226CSX CORP5,909$219,0472025-Q1
EDGAR Filing Documents for 0002085853-25-000226CVS HEALTH CORP5,562$443,6252025-Q1
EDGAR Filing Documents for 0002085853-25-000226DARDEN RESTAURANTS INC2,680$447,9622025-Q1
EDGAR Filing Documents for 0002085853-25-000226DESKTOP METAL INC10,503$9,2432025-Q1
EDGAR Filing Documents for 0002085853-25-000226Dimensional US Core Equity 2 ETF6,947$221,9572025-Q1
EDGAR Filing Documents for 0002085853-25-000226DISNEY WALT CO5,293$647,6622025-Q1
EDGAR Filing Documents for 0002085853-25-000226DOMINOS PIZZA INC472$234,5272025-Q1
EDGAR Filing Documents for 0002085853-25-000226Dream Finders Homes Inc12,153$531,4512025-Q1
EDGAR Filing Documents for 0002085853-25-000226DUKE ENERGY CORP NEW5,941$574,5542025-Q1
EDGAR Filing Documents for 0002085853-25-000226E L F BEAUTY INC2,035$398,9212025-Q1
EDGAR Filing Documents for 0002085853-25-000226ELI LILLY & CO367$285,5112025-Q1
EDGAR Filing Documents for 0002085853-25-000226ENBRIDGE INC13,646$493,7122025-Q1
EDGAR Filing Documents for 0002085853-25-000226ENPRO INC1,632$275,4332025-Q1
EDGAR Filing Documents for 0002085853-25-000226ENTEGRIS INC4,281$601,6522025-Q1
EDGAR Filing Documents for 0002085853-25-000226EQUIFAX INC1,168$312,4632025-Q1
EDGAR Filing Documents for 0002085853-25-000226Exxon Mobil Corporation8,229$956,5392025-Q1
EDGAR Filing Documents for 0002085853-25-000226Factset Resh Sys Inc458$208,1112025-Q1
EDGAR Filing Documents for 0002085853-25-000226FIRSTENERGY CORP10,700$413,2342025-Q1
EDGAR Filing Documents for 0002085853-25-000226FMC CORP3,591$228,7472025-Q1
EDGAR Filing Documents for 0002085853-25-000226FOX FACTORY HLDG CORP5,456$284,0942025-Q1
EDGAR Filing Documents for 0002085853-25-000226FREEPORT-MCMORAN INC8,502$399,7642025-Q1
EDGAR Filing Documents for 0002085853-25-000226GARTNER INC1,106$527,1972025-Q1
EDGAR Filing Documents for 0002085853-25-000226GENERAL DYNAMICS CORP2,246$634,5052025-Q1
EDGAR Filing Documents for 0002085853-25-000226Haleon PLC ADR13,483$114,4712025-Q1
EDGAR Filing Documents for 0002085853-25-000226HEICO CORP NEW2,261$348,0582025-Q1
EDGAR Filing Documents for 0002085853-25-000226HOME DEPOT INC1,179$452,2662025-Q1
EDGAR Filing Documents for 0002085853-25-000226HOULIHAN LOKEY INC2,298$294,5812025-Q1
EDGAR Filing Documents for 0002085853-25-000226HUMANA INC665$230,5692025-Q1
EDGAR Filing Documents for 0002085853-25-000226ICF INTL INC1,447$217,9622025-Q1
EDGAR Filing Documents for 0002085853-25-000226ICON PLC2,408$808,9682025-Q1
EDGAR Filing Documents for 0002085853-25-000226INDIE SEMICONDUCTOR INC36,876$261,0822025-Q1
EDGAR Filing Documents for 0002085853-25-000226INTEGER HLDGS CORP COM2,315$270,1142025-Q1
EDGAR Filing Documents for 0002085853-25-000226INTERNATIONAL BUSINESS MACHS1,225$233,9262025-Q1
EDGAR Filing Documents for 0002085853-25-000226INVESCO EXCHANGE TRADED FD T1,641$277,9362025-Q1
EDGAR Filing Documents for 0002085853-25-000226INVESCO QQQ TR859$381,3382025-Q1
EDGAR Filing Documents for 0002085853-25-000226iShares 0-5yr TIPS Bond ETF7,311$726,9332025-Q1
EDGAR Filing Documents for 0002085853-25-000226ISHARES TR939$493,8832025-Q1
EDGAR Filing Documents for 0002085853-25-000226ISHARES TR1,844$213,5542025-Q1
EDGAR Filing Documents for 0002085853-25-000226iShares Russell 1000 ETF1,160$334,1152025-Q1
EDGAR Filing Documents for 0002085853-25-000226iShares MSCI USA Quality Factor ETF3,121$512,9362025-Q1
EDGAR Filing Documents for 0002085853-25-000226iShares 1-3 Year Treasury Bond ETF7,772$635,5942025-Q1
EDGAR Filing Documents for 0002085853-25-000226ISHARES TR176,794$7,522,5802025-Q1
EDGAR Filing Documents for 0002085853-25-000226ISHARES TR12,629$640,1642025-Q1
EDGAR Filing Documents for 0002085853-25-000226ISHARES TR4,025$380,8882025-Q1
EDGAR Filing Documents for 0002085853-25-000226ISHARES TR439,217$10,000,9772025-Q1
EDGAR Filing Documents for 0002085853-25-000226ISHARES BROAD USD HIGH YIELD35,150$1,286,1392025-Q1
EDGAR Filing Documents for 0002085853-25-000226ISHARES TR2,425$229,5512025-Q1
EDGAR Filing Documents for 0002085853-25-000226J P MORGAN EXCHANGE TRADED F17,302$914,7692025-Q1
EDGAR Filing Documents for 0002085853-25-000226J P MORGAN EXCHANGE TRADED F51,718$2,609,1572025-Q1
EDGAR Filing Documents for 0002085853-25-000226Johnson & Johnson1,440$227,8262025-Q1
EDGAR Filing Documents for 0002085853-25-000226JPMORGAN CHASE & CO24,704$703,8172025-Q1
EDGAR Filing Documents for 0002085853-25-000226JPMORGAN CHASE & CO.3,289$658,7872025-Q1
EDGAR Filing Documents for 0002085853-25-000226LAMB WESTON HLDGS INC3,364$358,3672025-Q1
EDGAR Filing Documents for 0002085853-25-000226LEMAITRE VASCULAR INC3,229$214,2762025-Q1
EDGAR Filing Documents for 0002085853-25-000226LENNOX INTL INC577$282,0152025-Q1
EDGAR Filing Documents for 0002085853-25-000226LOWES COS INC1,623$413,4272025-Q1
EDGAR Filing Documents for 0002085853-25-000226MARATHON PETE CORP1,894$381,6412025-Q1
EDGAR Filing Documents for 0002085853-25-000226MASTERCARD INCORPORATED3,606$1,736,5412025-Q1
EDGAR Filing Documents for 0002085853-25-000226McDonald's Corporation1,991$561,3622025-Q1
EDGAR Filing Documents for 0002085853-25-000226Medpace Hldgs Inc Com835$337,4652025-Q1
EDGAR Filing Documents for 0002085853-25-000226MEDTRONIC PLC13,542$1,180,1852025-Q1
EDGAR Filing Documents for 0002085853-25-000226Merck & Co Inc1,685$222,3362025-Q1
EDGAR Filing Documents for 0002085853-25-000226METLIFE INC3,787$280,6552025-Q1
EDGAR Filing Documents for 0002085853-25-000226MICROSOFT CORP8,793$3,699,4412025-Q1
EDGAR Filing Documents for 0002085853-25-000226MICROSOFT CORP811$341,2042025-Q1
EDGAR Filing Documents for 0002085853-25-000226MONOLITHIC PWR SYS INC391$264,8712025-Q1
EDGAR Filing Documents for 0002085853-25-000226MORGAN STANLEY2,283$214,9672025-Q1
EDGAR Filing Documents for 0002085853-25-000226MORNINGSTAR INC1,786$550,7492025-Q1
EDGAR Filing Documents for 0002085853-25-000226NETFLIX INC3,699$2,246,5142025-Q1
EDGAR Filing Documents for 0002085853-25-000226Nike Inc Class B6,463$607,4032025-Q1
EDGAR Filing Documents for 0002085853-25-000226NORDSON CORP1,068$293,2092025-Q1
EDGAR Filing Documents for 0002085853-25-000226NORTHERN LTS FD TR IV222,968$11,233,1282025-Q1
EDGAR Filing Documents for 0002085853-25-000226NORTHERN LTS FD TR IV37,321$510,1722025-Q1
EDGAR Filing Documents for 0002085853-25-000226NORTHERN LTS FD TR IV33,067$1,665,9152025-Q1
EDGAR Filing Documents for 0002085853-25-000226NORTHERN LTS FD TR IV34,845$610,7982025-Q1
EDGAR Filing Documents for 0002085853-25-000226NOVO-NORDISK A S14,613$1,876,3092025-Q1
EDGAR Filing Documents for 0002085853-25-000226NVIDIA CORPORATION339$306,3072025-Q1
EDGAR Filing Documents for 0002085853-25-000226ONTO INNOVATION INC1,443$261,2982025-Q1
EDGAR Filing Documents for 0002085853-25-000226ORACLE CORP7,982$1,002,6382025-Q1
EDGAR Filing Documents for 0002085853-25-000226PENTAIR PLC2,707$231,2862025-Q1
EDGAR Filing Documents for 0002085853-25-000226Pepsico Incorporated7,442$1,302,4322025-Q1
EDGAR Filing Documents for 0002085853-25-000226PFIZER INC7,667$212,7592025-Q1
EDGAR Filing Documents for 0002085853-25-000226PG&E CORP25,294$423,9272025-Q1
EDGAR Filing Documents for 0002085853-25-000226PHILIP MORRIS INTERNATIONAL6,489$594,5222025-Q1
EDGAR Filing Documents for 0002085853-25-000226PIMCO ETF TR6,381$641,5462025-Q1
EDGAR Filing Documents for 0002085853-25-000226POOL CORP960$387,3602025-Q1
EDGAR Filing Documents for 0002085853-25-000226PRESTIGE CONSMR HEALTHCARE I4,053$294,0862025-Q1
EDGAR Filing Documents for 0002085853-25-000226PROCTER AND GAMBLE CO3,199$519,0592025-Q1
EDGAR Filing Documents for 0002085853-25-000226QUALCOMM INC3,385$573,0812025-Q1
EDGAR Filing Documents for 0002085853-25-000226QUALYS INC3,250$542,3282025-Q1
EDGAR Filing Documents for 0002085853-25-000226QURATE RETAIL INC19,058$23,4412025-Q1
EDGAR Filing Documents for 0002085853-25-000226RAYMOND JAMES FINL INC3,371$432,9042025-Q1
EDGAR Filing Documents for 0002085853-25-000226RIGETTI COMPUTING INC37,835$57,8882025-Q1
EDGAR Filing Documents for 0002085853-25-000226ROSS STORES INC2,182$320,2302025-Q1
EDGAR Filing Documents for 0002085853-25-000226ROYAL BK CDA10,611$1,070,4382025-Q1
EDGAR Filing Documents for 0002085853-25-000226RYAN SPECIALTY HOLDINGS INC14,243$790,4872025-Q1
EDGAR Filing Documents for 0002085853-25-000226SALESFORCE INC6,013$1,810,9952025-Q1
EDGAR Filing Documents for 0002085853-25-000226SAP SE6,237$1,216,4022025-Q1
EDGAR Filing Documents for 0002085853-25-000226SERVICENOW INC2,426$1,849,5822025-Q1
EDGAR Filing Documents for 0002085853-25-000226SERVISFIRST BANCSHARES INC5,727$380,0442025-Q1
EDGAR Filing Documents for 0002085853-25-000226SHOPIFY INC4,326$333,8372025-Q1
EDGAR Filing Documents for 0002085853-25-000226SIMPLY GOOD FOODS CO6,052$205,9502025-Q1
EDGAR Filing Documents for 0002085853-25-000226CHAMPION HOMES INC2,506$213,0352025-Q1
EDGAR Filing Documents for 0002085853-25-000226SONY GROUP CORP6,041$517,9552025-Q1
EDGAR Filing Documents for 0002085853-25-000226SOUTHERN CO/THE3,107$222,8802025-Q1
EDGAR Filing Documents for 0002085853-25-000226SOUTHWEST AIRLINES CO7,893$230,3972025-Q1
EDGAR Filing Documents for 0002085853-25-000226SPDR INDEX SHS FDS92,160$3,303,0032025-Q1
EDGAR Filing Documents for 0002085853-25-000226SPDR INDEX SHS FDS30,406$1,100,4012025-Q1
EDGAR Filing Documents for 0002085853-25-000226SPDR SERIES TRUST375,252$8,150,4702025-Q1
EDGAR Filing Documents for 0002085853-25-000226SPDR S&P 400 MID CAP GROWTH ETF11,510$1,004,7112025-Q1
EDGAR Filing Documents for 0002085853-25-000226SPDR SERIES TRUST17,310$1,647,9502025-Q1
EDGAR Filing Documents for 0002085853-25-000226SPDR SERIES TRUST42,007$2,104,5722025-Q1
EDGAR Filing Documents for 0002085853-25-000226SPDR Port Long Term Treasury ETF108,340$3,027,0282025-Q1
EDGAR Filing Documents for 0002085853-25-000226SPDR SERIES TRUST8,635$792,6922025-Q1
EDGAR Filing Documents for 0002085853-25-000226SPDR SERIES TRUST18,654$802,8502025-Q1
EDGAR Filing Documents for 0002085853-25-000226SPDR SERIES TRUST176,121$5,243,1272025-Q1
EDGAR Filing Documents for 0002085853-25-000226SPDR S&P 600 SMALL CAP GROWTH ETF6,345$553,4912025-Q1
EDGAR Filing Documents for 0002085853-25-000226SPDR SERIES TRUST12,707$965,7062025-Q1
EDGAR Filing Documents for 0002085853-25-000226SPDR SERIES TRUST6,563$544,5572025-Q1
EDGAR Filing Documents for 0002085853-25-000226SPDR SERIES TRUST26,717$1,954,3612025-Q1
EDGAR Filing Documents for 0002085853-25-000226SPDR SERIES TRUST9,289$923,5122025-Q1
EDGAR Filing Documents for 0002085853-25-000226SPROUTS FMRS MKT INC3,861$248,9572025-Q1
EDGAR Filing Documents for 0002085853-25-000226STERLING INFRASTRUCTURE INC2,485$274,1202025-Q1
EDGAR Filing Documents for 0002085853-25-000226TECHNIPFMC PLC14,862$373,1852025-Q1
EDGAR Filing Documents for 0002085853-25-000226TELEDYNE TECHNOLOGIES INC698$299,6652025-Q1
EDGAR Filing Documents for 0002085853-25-000226TERADATA CORP DEL5,487$212,1822025-Q1
EDGAR Filing Documents for 0002085853-25-000226THE CIGNA GROUP1,060$384,9812025-Q1
EDGAR Filing Documents for 0002085853-25-000226Thermo Fisher Scientific Inc1,819$1,057,2212025-Q1
EDGAR Filing Documents for 0002085853-25-000226UNILEVER PLC14,541$729,8292025-Q1
EDGAR Filing Documents for 0002085853-25-000226UNITEDHEALTH GROUP INC1,452$718,3042025-Q1
EDGAR Filing Documents for 0002085853-25-000226VANECK BDC INCOME ETF59,596$1,007,1722025-Q1
EDGAR Filing Documents for 0002085853-25-000226VANGUARD SCOTTSDALE FDS65,006$5,233,6492025-Q1
EDGAR Filing Documents for 0002085853-25-000226VERISK ANALYTICS INC1,110$261,6602025-Q1
EDGAR Filing Documents for 0002085853-25-000226VERIZON COMMUNICATIONS INC18,517$776,9802025-Q1
EDGAR Filing Documents for 0002085853-25-000226VISA INC7,374$2,057,9462025-Q1
EDGAR Filing Documents for 0002085853-25-000226WABTEC1,662$242,1202025-Q1
EDGAR Filing Documents for 0002085853-25-000226WALMART INC7,235$435,3422025-Q1
EDGAR Filing Documents for 0002085853-25-000226Watts Water Technologies2,399$509,9072025-Q1
EDGAR Filing Documents for 0002085853-25-000226Wells Fargo & Co13,350$773,7812025-Q1
EDGAR Filing Documents for 0002085853-25-000226WEST PHARMACEUTICAL SVSC INC2,444$967,1152025-Q1
EDGAR Filing Documents for 0002085853-25-000226WILLIAMS COS INC12,639$492,5422025-Q1
EDGAR Filing Documents for 0002085853-25-000226WISDOMTREE TR11,777$897,3072025-Q1
EDGAR Filing Documents for 0002085853-25-000226WOODWARD INC2,108$324,8852025-Q1
EDGAR Filing Documents for 0002085853-25-000226Workday Inc1,807$492,8592025-Q1
EDGAR Filing Documents for 0002085853-25-000226ZOETIS INC3,982$673,7942025-Q1