13F

Investor

Freestone Grove Partners LP

CIK 0002007591 · filed 2026-02-17 · SEC filing

13F book

$13.8B

Positions

713

Largest name

7.1%

Ishares Tr

Est. mark

Need a prior quarter to estimate
NameTickerSharesValueWeightEst. markChange
Ishares Tr1.43M$979.5M7.1%Held
Vanguard Index Fds1.37M$859.7M6.2%Held
Amazon Com IncAMZN683.7K$157.8M1.1%Held
Boston Scientific CorpBSX1.33M$126.6M0.9%Held
Ametek Inc/AME593.9K$121.9M0.9%Held
Ovintiv Inc.OVV3.07M$120.5M0.9%Held
First Horizon Corporation4.73M$113M0.8%Held
Schwab Charles Corp1.07M$106.7M0.8%Held
Elevance Health Inc Formerly283.1K$99.2M0.7%Held
Mastec IncMTZ455.6K$99M0.7%Held
Fortune Brands Innovations I1.95M$97.5M0.7%Held
Xcel Energy Inc1.31M$96.7M0.7%Held
Lennar Corp933.3K$95.9M0.7%Held
Martin Marietta Matls Inc151.9K$94.6M0.7%Held
Danaher Corporation412.8K$94.5M0.7%Held
Us Bancorp Del1.76M$94M0.7%Held
General Mtrs Co1.14M$93M0.7%Held
Colgate Palmolive CoCL1.16M$92M0.7%Held
Exxon Mobil Corp755.7K$90.9M0.7%Held
Caterpillar IncCAT158.3K$90.7M0.7%Held
Weyerhaeuser Co Mtn BeWY3.81M$90.3M0.7%Held
Cvs Health CorpCVS1.11M$88.3M0.6%Held
Bp Plc2.48M$86M0.6%Held
Herc Hldgs Inc573.1K$85M0.6%Held
Alphabet Inc269.5K$84.4M0.6%Held
Centerpoint Energy IncCNP2.11M$80.9M0.6%Held
Microsoft CorpMSFT164.3K$79.4M0.6%Held
Ge Aerospace252K$77.6M0.6%Held
Pg&E Corp4.75M$76.3M0.6%Held
Crane Company413K$76.2M0.6%Held
Ww Grainger Inc73.1K$73.7M0.5%Held
Okta, Inc.OKTA847K$73.2M0.5%Held
Datadog, Inc.DDOG536.4K$72.9M0.5%Held
Morgan Stanley410.4K$72.9M0.5%Held
Entergy Corp New787.6K$72.8M0.5%Held
Alexandria Real Estate Eq In1.47M$72.1M0.5%Held
Twilio IncTWLO494.8K$70.4M0.5%Held
Bank America Corp1.27M$70M0.5%Held
Travelers Companies, Inc.TRV239.1K$69.4M0.5%Held
Permian Resources CorpPR4.92M$69.1M0.5%Held
Performance Food Group CoPFGC763.1K$68.6M0.5%Held
Unitedhealth Group IncUNH207.4K$68.5M0.5%Held
Blackstone Inc.BX443.6K$68.4M0.5%Held
Howmet Aerospace Inc.HWM331.1K$67.9M0.5%Held
Workday, Inc.WDAY312.3K$67.1M0.5%Held
Booz Allen Hamilton Hldg Cor794.6K$67M0.5%Held
Cisco Sys Inc868.5K$66.9M0.5%Held
Amrize LtdAMRZ1.21M$65.2M0.5%Held
Antero Resources CorpAR1.89M$65.2M0.5%Held
Becton Dickinson & CoBDX335.4K$65.1M0.5%Held
Cms Energy Corp927K$64.8M0.5%Held
Fortive CorpFTV1.16M$64M0.5%Held
Planet Fitness, Inc.PLNT587.3K$63.7M0.5%Held
Rockwell Automation, IncROK161.7K$62.9M0.5%Held
Evergy, Inc.EVRG854.7K$62M0.4%Held
Pnc Finl Svcs Group Inc295.6K$61.7M0.4%Held
Comfort Sys Usa Inc65.7K$61.3M0.4%Held
Dte Energy Co469.3K$60.5M0.4%Held
Intercontinental Exchange In369.6K$59.9M0.4%Held
Jefferies Finl Group Inc959.3K$59.4M0.4%Held
Bok Finl Corp495.5K$58.7M0.4%Held
Eli Lilly & CoLLY53.6K$57.6M0.4%Held
Insulet CorpPODD198.5K$56.4M0.4%Held
Kinder Morgan Inc Del2.03M$55.7M0.4%Held
Vertiv Holdings CoVRT336.1K$54.4M0.4%Held
Corning Inc618K$54.1M0.4%Held
Curtiss Wright CorpCW97.9K$54M0.4%Held
Elastic N.V.ESTC715.3K$54M0.4%Held
Trex Co IncTREX1.54M$54M0.4%Held
Voya Financial Inc724.3K$53.9M0.4%Held
Quest Diagnostics IncDGX309.2K$53.7M0.4%Held
Slb Limited/NvSLB1.39M$53.4M0.4%Held
Woodward, Inc.WWD175.2K$53M0.4%Held
International Paper Co1.34M$52.9M0.4%Held
Hci Group Inc275.1K$52.7M0.4%Held
Eog Res Inc500.8K$52.6M0.4%Held
Pepsico IncPEP361.9K$51.9M0.4%Held
Cardinal Health IncCAH252.2K$51.8M0.4%Held
Hyatt Hotels CorpH322.2K$51.7M0.4%Held
Arista Networks, Inc.ANET393.2K$51.5M0.4%Held
Ross Stores, Inc.ROST285.1K$51.4M0.4%Held
Guidewire Software, Inc.GWRE250.6K$50.4M0.4%Held
Glacier Bancorp Inc New1.14M$50M0.4%Held
RTX CorpRTX268.8K$49.3M0.4%Held
Alaska Air Group, Inc.ALK974.6K$49M0.4%Held
State Str Corp377.4K$48.7M0.4%Held
Owens Corning New434K$48.6M0.4%Held
Coherent Corp.COHR260.8K$48.1M0.3%Held
Visa Inc.V135.8K$47.6M0.3%Held
Reinsurance Grp Of America I232.5K$47.3M0.3%Held
American Wtr Wks Co Inc New356.8K$46.6M0.3%Held
Toro CoTTC590.8K$46.5M0.3%Held
ServiceNow, Inc.NOW301.4K$46.2M0.3%Held
Booking Holdings Inc.BKNG8.6K$46.1M0.3%Held
Camden Ppty Tr416.2K$45.8M0.3%Held
Agree Rlty Corp635.7K$45.8M0.3%Held
Dynatrace, Inc.DT1.04M$45.2M0.3%Held
Phillips 66PSX350.5K$45.2M0.3%Held
Lennox Intl Inc92.2K$44.8M0.3%Held
Autoliv IncALV376.5K$44.7M0.3%Held
Ollies Bargain Outlet Hldgs403K$44.2M0.3%Held
Hormel Foods Corp1.83M$43.3M0.3%Held
Targa Res Corp234.4K$43.2M0.3%Held
Cummins IncCMI84.5K$43.1M0.3%Held
Dutch Bros Inc.BROS681.8K$41.7M0.3%Held
Citizens Finl Group Inc707K$41.3M0.3%Held
Lumentum Hldgs Inc109.9K$40.5M0.3%Held
Lantheus Hldgs Inc608.5K$40.5M0.3%Held
Stifel Finl Corp319.3K$40M0.3%Held
Tanger Inc.SKT1.18M$39.5M0.3%Held
Toast, Inc.TOST1.1M$39.2M0.3%Held
Coca Cola CoKO557.3K$39M0.3%Held
At&T Inc1.57M$39M0.3%Held
Spotify Technology S.A.SPOT66K$38.3M0.3%Held
Caseys Gen Stores Inc69.1K$38.2M0.3%Held
Axis Cap Hldgs Ltd354.1K$37.9M0.3%Held
Ulta Beauty, Inc.ULTA62.3K$37.7M0.3%Held
Revvity, Inc.RVTY389K$37.6M0.3%Held
Synchrony Financial448.9K$37.5M0.3%Held
Nokia Corp5.78M$37.4M0.3%Held
Doximity, Inc.DOCS838.1K$37.1M0.3%Held
American Homes 4 Rent1.15M$36.9M0.3%Held
Samsara Inc.IOT1.04M$36.8M0.3%Held
Phinia Inc.PHIN557.1K$34.9M0.3%Held
Sabra Health Care REIT, Inc.SBRA1.84M$34.9M0.3%Held
General Dynamics CorpGD103.3K$34.8M0.3%Held
Centene Corp Del842.9K$34.7M0.3%Held
Mccormick & Co Inc505.3K$34.4M0.2%Held
Moodys Corp65.9K$33.7M0.2%Held
Bio Rad Labs Inc110.5K$33.5M0.2%Held
Garmin LtdGRMN164.5K$33.4M0.2%Held
Viper Energy, Inc.VNOM858.1K$33.1M0.2%Held
Biogen Inc.BIIB187.6K$33M0.2%Held
Cme Group Inc.CME120K$32.8M0.2%Held
American Healthcare REIT, Inc.AHR695K$32.7M0.2%Held
Onemain Hldgs Inc483.4K$32.7M0.2%Held
Palomar Hldgs Inc240.9K$32.5M0.2%Held
Aflac IncAFL294.1K$32.4M0.2%Held
Caci Intl Inc60.7K$32.3M0.2%Held
Bruker Corp685.9K$32.3M0.2%Held
Dycom Inds Inc95.2K$32.2M0.2%Held
RHRH179.2K$32.1M0.2%Held
Ferguson Enterprises Inc144K$32.1M0.2%Held
Regeneron Pharmaceuticals, Inc.REGN41.4K$32M0.2%Held
Parker-Hannifin CorpPH36.3K$31.9M0.2%Held
Tandem Diabetes Care IncTNDM1.44M$31.7M0.2%Held
Sl Green Rlty Corp686.6K$31.5M0.2%Held
Keycorp1.52M$31.3M0.2%Held
Intuitive Surgical IncISRG55.2K$31.3M0.2%Held
Waystar Hldg Corp944.4K$30.9M0.2%Held
Five Below, IncFIVE161.7K$30.5M0.2%Held
Johnson & JohnsonJNJ147.1K$30.4M0.2%Held
Penumbra IncPEN96.9K$30.1M0.2%Held
Globe Life Inc215.1K$30.1M0.2%Held
Epr Pptys602.3K$30.1M0.2%Held
Avantor, Inc.AVTR2.58M$29.6M0.2%Held
DT Midstream, Inc.DTM244.9K$29.3M0.2%Held
Biomarin Pharmaceutical IncBMRN491.9K$29.2M0.2%Held
Ameren CorpAEE292.4K$29.2M0.2%Held
Option Care Health, Inc.OPCH915.9K$29.2M0.2%Held
Envista Holdings CorpNVST1.34M$29M0.2%Held
Privia Health Group, Inc.PRVA1.21M$28.8M0.2%Held
Yum Brands IncYUM190.1K$28.8M0.2%Held
National Storage Affiliates1M$28.2M0.2%Held
Associated Banc Corp1.08M$27.8M0.2%Held
Home Depot, Inc.HD80.8K$27.8M0.2%Held
Invitation Homes Inc.INVH999K$27.8M0.2%Held
Sempra312.3K$27.6M0.2%Held
Terex Corp New510.2K$27.2M0.2%Held
S&P Global Inc.SPGI51.5K$26.9M0.2%Held
Federal Rlty Invt Tr New262.9K$26.5M0.2%Held
Carlyle Group Inc444.1K$26.3M0.2%Held
Aptiv PlcAPTV344.8K$26.2M0.2%Held
Pfizer IncPFE1.05M$26.1M0.2%Held
Hubspot IncHUBS64K$25.7M0.2%Held
Waste Mgmt Inc Del115.9K$25.5M0.2%Held
Brixmor Ppty Group Inc954.2K$25M0.2%Held
Teleflex IncTFX200.9K$24.5M0.2%Held
Monster Beverage Corp New319.1K$24.5M0.2%Held
Reddit, Inc.RDDT105.2K$24.2M0.2%Held
Cava Group, Inc.CAVA411.4K$24.1M0.2%Held
Moelis & CoMC345.8K$23.8M0.2%Held
Paycom Software, Inc.PAYC146.9K$23.4M0.2%Held
Raymond James Finl Inc145.6K$23.4M0.2%Held
Asml Holding N V21.6K$23.2M0.2%Held
Xylem Inc.XYL167.4K$22.8M0.2%Held
Whirlpool Corp315.1K$22.7M0.2%Held
Jabil IncJBL99.3K$22.6M0.2%Held
Acuity Inc62.8K$22.6M0.2%Held
UDR, Inc.UDR615.1K$22.6M0.2%Held
Old Natl Bancorp Ind1.01M$22.5M0.2%Held
Td Synnex CorpSNX149.3K$22.4M0.2%Held
Church & Dwight Co Inc264.4K$22.2M0.2%Held
Smucker J M Co226.2K$22.1M0.2%Held
National Health Invs Inc286.4K$21.9M0.2%Held
Unum Group281.5K$21.8M0.2%Held
C. H. Robinson Worldwide, Inc.CHRW133.3K$21.4M0.2%Held
Warner Music Group Corp.WMG697.6K$21.4M0.2%Held
Celsius Hldgs Inc467.8K$21.4M0.2%Held
Medline Inc.MDLN506.5K$21.3M0.2%Held
Philip Morris Intl Inc132.5K$21.3M0.2%Held
Crescent Energy Company2.52M$21.2M0.2%Held
Affiliated Managers Group In73.4K$21.2M0.2%Held
nCino, Inc.NCNO807.3K$20.7M0.1%Held
Hilton Worldwide Hldgs Inc72K$20.7M0.1%Held
Transdigm Group IncTDG15.4K$20.5M0.1%Held
Semtech CorpSMTC277.6K$20.5M0.1%Held
Maximus, Inc.MMS235.6K$20.3M0.1%Held
Baker Hughes Company440.8K$20.1M0.1%Held
Neurocrine Biosciences IncNBIX140.5K$19.9M0.1%Held
Amphenol Corp New147.1K$19.9M0.1%Held
Fidelity Natl Information Sv293.5K$19.5M0.1%Held
Slide Ins Hldgs Inc986.5K$19.2M0.1%Held
GFL Environmental Inc.GFL446.7K$19.2M0.1%Held
Polaris Inc.PII299.2K$18.9M0.1%Held
Nutanix, Inc.NTNX362.2K$18.7M0.1%Held
Block Inc287.1K$18.7M0.1%Held
Rubrik, Inc.RBRK243.7K$18.6M0.1%Held
Kb HomeKBH328.6K$18.5M0.1%Held
Globus Med Inc212.1K$18.5M0.1%Held
Black Hills Corp266K$18.5M0.1%Held
Circle Internet Group, Inc.CRCL232.8K$18.5M0.1%Held
Old Dominion Freight Line In117.6K$18.4M0.1%Held
Talen Energy CorpTLN49K$18.3M0.1%Held
Corpay, Inc.CPAY60.4K$18.2M0.1%Held
Ralliant CorpRAL351.4K$17.9M0.1%Held
Draftkings Inc New516.9K$17.8M0.1%Held
Zoom Communications, Inc.ZM199.9K$17.3M0.1%Held
Williams Cos Inc286.3K$17.2M0.1%Held
Boeing Co78.2K$17M0.1%Held
Hamilton Insurance Group, Ltd.HG597.4K$16.7M0.1%Held
Chewy, Inc.CHWY498.5K$16.5M0.1%Held
Figure Technology Solutio400K$16.3M0.1%Held
Lincoln Natl Corp Ind363.4K$16.2M0.1%Held
Evercore Inc.EVR46.8K$15.9M0.1%Held
Eastern Bankshares, Inc.EBC860.9K$15.9M0.1%Held
Lam Research CorpLRCX91.7K$15.7M0.1%Held
BankUnited, Inc.BKU352K$15.7M0.1%Held
Micron Technology IncMU54.7K$15.6M0.1%Held
Skyward Specialty Ins Group292.4K$14.9M0.1%Held
Braze, Inc.BRZE434.1K$14.9M0.1%Held
Addus Homecare CorpADUS137.9K$14.8M0.1%Held
Universal Hlth Svcs Inc66.8K$14.6M0.1%Held
Leidos Holdings, Inc.LDOS80.5K$14.5M0.1%Held
Klarna Group PlcKLAR500.1K$14.5M0.1%Held
Manpowergroup Inc Wis485K$14.4M0.1%Held
Gentex CorpGNTX615.4K$14.3M0.1%Held
Ptc Inc.PTC81.6K$14.2M0.1%Held
Lincoln Elec Hldgs Inc58.7K$14.1M0.1%Held
Consolidated Edison IncED141.3K$14M0.1%Held
Applied Matls Inc54.5K$14M0.1%Held
Bellring Brands, Inc.BRBR521.3K$13.9M0.1%Held
Goosehead Ins Inc188.3K$13.9M0.1%Held
Cameco CorpCCJ148.9K$13.6M0.1%Held
Viatris IncVTRS1.09M$13.5M0.1%Held
Costar Group, Inc.CSGP201.2K$13.5M0.1%Held
Cnh Indl N V1.45M$13.3M0.1%Held
Cadence Bank311K$13.3M0.1%Held
Renaissancere Hldgs Ltd47.2K$13.3M0.1%Held
Cencora, Inc.COR39.1K$13.2M0.1%Held
Gaming & Leisure Pptys Inc293.3K$13.1M0.1%Held
Alphatec Hldgs Inc615.4K$12.9M0.1%Held
RadNet, Inc.RDNT181K$12.9M0.1%Held
Navan, Inc.NAVN753.4K$12.9M0.1%Held
Legence Corp.LGN289.9K$12.5M0.1%Held
Alignment Healthcare, Inc.ALHC620.2K$12.2M0.1%Held
Valero Energy Corp74.4K$12.1M0.1%Held
Advanced Energy Inds57.5K$12M0.1%Held
Northrop Grumman Corp20.9K$11.9M0.1%Held
Nvidia CorpNVDA63.6K$11.9M0.1%Held
Via Transn Inc400K$11.6M0.1%Held
Dover CorpDOV59.1K$11.5M0.1%Held
American Integrity Ins Group550.6K$11.5M0.1%Held
Microchip Technology Inc.179.3K$11.4M0.1%Held
Genuine Parts CoGPC92.2K$11.3M0.1%Held
Irhythm Technologies IncIRTC63.1K$11.2M0.1%Held
Gulfport Energy CorpGPOR53.8K$11.2M0.1%Held
Galaxy Digital Inc.GLXY500K$11.2M0.1%Held
Ani Pharmaceuticals IncANIP141.1K$11.1M0.1%Held
Fair Isaac CorpFICO6.42K$10.9M0.1%Held
EXPAND ENERGY CorpEXE96.7K$10.7M0.1%Held
Fiserv IncFISV157.7K$10.6M0.1%Held
Alliant Energy CorpLNT160.3K$10.4M0.1%Held
Broadcom Inc.AVGO30.1K$10.4M0.1%Held
Walmart Inc.WMT92.7K$10.3M0.1%Held
Kalvista Pharmaceuticals Inc633K$10.2M0.1%Held
Unity Software Inc.U231.2K$10.2M0.1%Held
BullishBLSH269K$10.2M0.1%Held
SailPoint, Inc.SAIL500K$10.1M0.1%Held
First Solar, Inc.FSLR38K$9.94M0.1%Held
Solventum CorpSOLV125K$9.9M0.1%Held
Neptune Ins Hldgs Inc338K$9.86M0.1%Held
Solaris Energy Infras Inc213.1K$9.8M0.1%Held
Supernus Pharmaceuticals, Inc.SUPN196.3K$9.76M0.1%Held
Spdr Series Trust94.6K$9.74M0.1%Held
BridgeBio Pharma, Inc.BBIO125.2K$9.58M0.1%Held
Freshpet, Inc.FRPT153.6K$9.36M0.1%Held
Vistra Corp.VST57K$9.19M0.1%Held
Nrg Energy, Inc.NRG57.2K$9.11M0.1%Held
Snap-on IncSNA26.1K$8.99M0.1%Held
Comstock Res Inc381.2K$8.84M0.1%Held
Txnm Energy IncTXNM149.9K$8.82M0.1%Held
Chipotle Mexican Grill IncCMG237.1K$8.77M0.1%Held
Vulcan Matls Co30.7K$8.76M0.1%Held
United Airls Hldgs Inc78.3K$8.76M0.1%Held
Csx CorpCSX237.2K$8.6M0.1%Held
McGraw Hill, Inc.MH520K$8.58M0.1%Held
Hewlett Packard Enterprise C355.8K$8.55M0.1%Held
Stanley Black & Decker, Inc.SWK115K$8.54M0.1%Held
Cactus, Inc.WHD186.2K$8.5M0.1%Held
Ares Management Corporation51.6K$8.34M0.1%Held
Burlington Stores, Inc.BURL27.8K$8.04M0.1%Held
Bloom Energy CorpBE91.7K$7.97M0.1%Held
Hershey CoHSY42.5K$7.74M0.1%Held
SentinelOne, Inc.S515.8K$7.74M0.1%Held
Valley Natl Bancorp650.8K$7.6M0.1%Held
Amn Healthcare Svcs Inc473.4K$7.46M0.1%Held
Oscar Health, Inc.OSCR508.9K$7.31M0.1%Held
Cintas CorpCTAS36.8K$6.92M0.1%Held
Equitable Hldgs Inc143.6K$6.84M0.0%Held
Monolithic Pwr Sys Inc7.53K$6.82M0.0%Held
Klaviyo, Inc.KVYO209.2K$6.79M0.0%Held
Array Technologies, Inc.ARRY735.1K$6.78M0.0%Held
Honeywell Intl Inc34.2K$6.66M0.0%Held
Kodiak Gas Svcs Inc178K$6.66M0.0%Held
Antero Midstream CorpAM372.8K$6.63M0.0%Held
Gitlab Inc.GTLB176.1K$6.61M0.0%Held
Centrus Energy CorpLEU26.8K$6.5M0.0%Held
Hilltop Holdings Inc.HTH190.5K$6.46M0.0%Held
Liberty Energy Inc.LBRT348.2K$6.43M0.0%Held
Select Sector Spdr Tr116.8K$6.4M0.0%Held
BILL Holdings, Inc.BILL116.2K$6.34M0.0%Held
Insmed IncINSM36.2K$6.3M0.0%Held
Sprouts Fmrs Mkt Inc78K$6.22M0.0%Held
Texas Instrs Inc35.4K$6.14M0.0%Held
Uranium Energy CorpUEC519.4K$6.07M0.0%Held
International Bancshares Cor90.7K$6.03M0.0%Held
Cadence Design System Inc18.8K$5.89M0.0%Held
Tidewater Inc New114.3K$5.78M0.0%Held
Golar Lng LtdGLNG154.7K$5.76M0.0%Held
Service Corp Intl73.6K$5.74M0.0%Held
Merit Med Sys Inc65K$5.73M0.0%Held
Firefly Aerospace Inc.FLY250K$5.59M0.0%Held
Allison Transmission Hldgs I55.9K$5.48M0.0%Held
lululemon athletica inc.LULU25.3K$5.26M0.0%Held
On Semiconductor CorpON94.3K$5.11M0.0%Held
Alliance Laundry Hldgs Inc250K$5.09M0.0%Held
Emerson Elec Co38.2K$5.06M0.0%Held
Maze Therapeutics, Inc.MAZE118.9K$4.93M0.0%Held
Asgn IncEFOR101.4K$4.88M0.0%Held
Hunt J B Trans Svcs Inc24.7K$4.81M0.0%Held
Smartstop Self Storag Reit I148.3K$4.59M0.0%Held
Arrow Electrs Inc41.2K$4.54M0.0%Held
EverQuote, Inc.EVER165.9K$4.48M0.0%Held
StandardAero, Inc.SARO154.3K$4.42M0.0%Held
Netskope IncNTSK250.1K$4.39M0.0%Held
Heartflow, Inc.HTFL150K$4.37M0.0%Held
Columbia Bkg Sys Inc155.4K$4.34M0.0%Held
Sanmina CorpSANM28.9K$4.34M0.0%Held
Teledyne Technologies IncTDY8.31K$4.25M0.0%Held
Beta Bionics, Inc.BBNX138.1K$4.21M0.0%Held
Berkshire Hathaway Inc Del8.36K$4.2M0.0%Held
Everest Group, Ltd.EG12.3K$4.17M0.0%Held
Ardelyx, Inc.ARDX699.1K$4.08M0.0%Held
Zoetis Inc.ZTS32.3K$4.06M0.0%Held
Stubhub Hldgs Inc292.8K$3.96M0.0%Held
Union Pac Corp17.1K$3.95M0.0%Held
Voyager Technologies Inc144K$3.76M0.0%Held
Sprout Social, Inc.SPT329.4K$3.71M0.0%Held
UL Solutions Inc.ULS46.9K$3.7M0.0%Held
Intuit Inc.INTU5.59K$3.7M0.0%Held
Central Bancompany, Inc.CBC150K$3.62M0.0%Held
Jetblue Awys CorpJBLU783.5K$3.56M0.0%Held
Southwest Airls Co84.9K$3.51M0.0%Held
Brown Forman Corp132.2K$3.44M0.0%Held
Gates Indl Corp Plc157.8K$3.39M0.0%Held
Smithfield Foods IncSFD148.9K$3.32M0.0%Held
MapLight Therapeutics, Inc.MPLT183.8K$3.23M0.0%Held
Restaurant Brands Intl Inc46.8K$3.19M0.0%Held
SM Energy CoSM168.8K$3.16M0.0%Held
Ppg Inds Inc30.4K$3.12M0.0%Held
Cognex CorpCGNX86.5K$3.11M0.0%Held
Autodesk, Inc.ADSK10.2K$3.03M0.0%Held
Ryder Sys Inc15.6K$2.98M0.0%Held
Helmerich & Payne, Inc.HP99.8K$2.86M0.0%Held
Sunrun Inc.RUN150.8K$2.77M0.0%Held
Korn FerryKFY39.2K$2.59M0.0%Held
Vita Coco Co Inc48.5K$2.57M0.0%Held
Copart IncCPRT63.7K$2.49M0.0%Held
Mosaic Co NewMOS102.5K$2.47M0.0%Held
Delta Air Lines Inc DelDAL35.3K$2.45M0.0%Held
Veeva Sys Inc10.8K$2.4M0.0%Held
Ategrity Specialty In Co Ho113.8K$2.39M0.0%Held
MNTN, Inc.MNTN199.6K$2.38M0.0%Held
Msc Indl Direct Inc27K$2.27M0.0%Held
Cabot CorpCBT33.1K$2.19M0.0%Held
Integer Hldgs Corp27.7K$2.17M0.0%Held
Builders FirstSource, Inc.BLDR20.7K$2.13M0.0%Held
GXO Logistics, Inc.GXO40.5K$2.13M0.0%Held
Varonis Sys Inc61.9K$2.03M0.0%Held
Autozone IncAZO591$2M0.0%Held
Lauder Estee Cos Inc19.1K$2M0.0%Held
U Haul Holding Company41.1K$1.92M0.0%Held
American Intl Group Inc22.5K$1.92M0.0%Held
Alamo Group IncALG11.3K$1.89M0.0%Held
Innoviva, Inc.INVA91.7K$1.83M0.0%Held
Msa Safety Inc11.2K$1.8M0.0%Held
Federal Signal Corp16.1K$1.75M0.0%Held
TransunionTRU20.4K$1.75M0.0%Held
Esco Technologies IncESE8.77K$1.71M0.0%Held
Atlas Energy Solutions Inc.AESI180.6K$1.7M0.0%Held
Skywest IncSKYW16.9K$1.7M0.0%Held
Skyworks Solutions, Inc.SWKS26.7K$1.69M0.0%Held
MSCI Inc.MSCI2.9K$1.67M0.0%Held
Stride, Inc.LRN25.5K$1.66M0.0%Held
Olin CorpOLN79.3K$1.65M0.0%Held
Robert Half Inc.RHI58.8K$1.6M0.0%Held
Reliance, Inc.RS5.53K$1.6M0.0%Held
Bright Horizons Fam Sol In D15.7K$1.6M0.0%Held
Wayfair Inc.W15.7K$1.57M0.0%Held
Synopsys IncSNPS3.33K$1.56M0.0%Held
Graco IncGGG19K$1.56M0.0%Held
Constellation Energy CorpCEG4.41K$1.56M0.0%Held
Verisign Inc6.16K$1.5M0.0%Held
Franklin Elec Inc15.3K$1.46M0.0%Held
Boyd Gaming CorpBYD17K$1.45M0.0%Held
Leonardo DRS, Inc.DRS41.7K$1.42M0.0%Held
Watts Water Technologies IncWTS5.05K$1.39M0.0%Held
Hni CorpHNI33K$1.39M0.0%Held
Icf Intl Inc16.2K$1.38M0.0%Held
Fuller H B CoFUL23.2K$1.38M0.0%Held
Weatherford Intl Plc17.6K$1.38M0.0%Held
National Energy Services Reu87.9K$1.38M0.0%Held
Landstar Sys Inc9.44K$1.36M0.0%Held
Concentrix CorpCNXC32.1K$1.34M0.0%Held
Sonoco Prods Co30.5K$1.33M0.0%Held
American Superconductor Corp46.1K$1.33M0.0%Held
Highwoods Pptys Inc51.3K$1.32M0.0%Held
Aptargroup, Inc.ATR10.8K$1.31M0.0%Held
Orchid Is Cap Inc179.1K$1.29M0.0%Held
PagerDuty, Inc.PD95.9K$1.26M0.0%Held
Dynex Cap Inc89K$1.25M0.0%Held
Lindsay CorpLNN10.4K$1.23M0.0%Held
Itron, Inc.ITRI13.2K$1.22M0.0%Held
Encompass Health CorpEHC11.5K$1.22M0.0%Held
Crane NXT, Co.CXT25.9K$1.22M0.0%Held
Mueller Wtr Prods Inc50.5K$1.2M0.0%Held
Gibraltar Inds Inc24.3K$1.2M0.0%Held
Carnival Corp Ltd.CCL38.9K$1.19M0.0%Held
Ufp Industries IncUFPI13K$1.19M0.0%Held
Cal-Maine Foods IncCALM14.8K$1.18M0.0%Held
General Mls IncGIS24.3K$1.13M0.0%Held
Science Applications Intl Co11.2K$1.13M0.0%Held
Tjx Cos Inc New7.28K$1.12M0.0%Held
Chesapeake Utils Corp8.92K$1.11M0.0%Held
Agios Pharmaceuticals, Inc.AGIO40.8K$1.11M0.0%Held
Core & Main, Inc.CNM21.2K$1.1M0.0%Held
Block H & R Inc25.2K$1.1M0.0%Held
ExlService Holdings, Inc.EXLS25.9K$1.1M0.0%Held
Newmarket CorpNEU1.56K$1.07M0.0%Held
Insperity, Inc.NSP27.4K$1.06M0.0%Held
Halozyme Therapeutics, Inc.HALO15.5K$1.05M0.0%Held
Trinity Inds Inc39.4K$1.04M0.0%Held
Innospec Inc.IOSP13.5K$1.03M0.0%Held
Clorox Co Del10.1K$1.02M0.0%Held
Cf Inds Hldgs Inc13.1K$1.02M0.0%Held
Armstrong World Inds Inc New5.28K$1.01M0.0%Held
American Elec Pwr Co Inc8.41K$970.2K0.0%Held
Fmc CorpFMC69.4K$962.8K0.0%Held
Global Pmts Inc12.4K$956K0.0%Held
Commvault Sys Inc7.61K$954K0.0%Held
Pacira BioSciences, Inc.PCRX36.8K$953.2K0.0%Held
Pitney Bowes Inc89.6K$946.9K0.0%Held
Avis Budget Group, Inc.CAR7.37K$946.2K0.0%Held
Albany Intl Corp18.6K$942.5K0.0%Held
Bank Ozk Little Rock Ark20.4K$937.2K0.0%Held
Kulicke & Soffa Inds Inc20.4K$930.6K0.0%Held
Granite Constr Inc8.05K$928.2K0.0%Held
Super Micro Computer Inc31.7K$927.4K0.0%Held
Verra Mobility CorpVRRM41.3K$925K0.0%Held
Mettler Toledo International Inc/MTD659$918.8K0.0%Held
Apple Hospitality REIT, Inc.APLE76.3K$904.5K0.0%Held
Kemper Corp22K$891.3K0.0%Held
Knowles CorpKN41.5K$889.9K0.0%Held
Abm Inds Inc20.8K$878.5K0.0%Held
Choice Hotels Intl Inc8.88K$845.4K0.0%Held
Adtalem Global Ed IncCVSA8.16K$843.9K0.0%Held
Incyte CorpINCY8.53K$842.1K0.0%Held
News Corp New32.1K$839.7K0.0%Held
Davita Inc.DVA7.36K$836.2K0.0%Held
Gallagher Arthur J & Co3.15K$815.2K0.0%Held
California Wtr Svc Group18.6K$807.8K0.0%Held
Intellia Therapeutics, Inc.NTLA88.4K$794.8K0.0%Held
Ncr Voyix Corporation77.7K$793K0.0%Held
PROG Holdings, Inc.PRG26.8K$790.1K0.0%Held
Cheesecake Factory IncCAKE15.6K$787.5K0.0%Held
American Tower Corp New4.4K$772.3K0.0%Held
Omnicom Group Inc.OMC9.55K$771.4K0.0%Held
SiteOne Landscape Supply, Inc.SITE6.17K$769K0.0%Held
Flowers Foods IncFLO69.9K$760.4K0.0%Held
Yelp IncYELP24.9K$756.1K0.0%Held
Bath & Body Works, Inc.BBWI37.6K$755.9K0.0%Held
Amphastar Pharmaceuticals In27.6K$738.9K0.0%Held
Eastman Chem Co11.5K$735.5K0.0%Held
Kadant IncKAI2.57K$731.6K0.0%Held
Beacon Financial CorpBBT27.6K$728.1K0.0%Held
Calix, IncCALX13.8K$727.9K0.0%Held
Ellington Financial Inc53.5K$725.9K0.0%Held
Disney Walt Co6.36K$723.8K0.0%Held
Ramaco Res Inc40.1K$721.7K0.0%Held
Catalyst Pharmaceuticals Inc30.9K$721.5K0.0%Held
Dolby Laboratories, Inc.DLB11.2K$717.9K0.0%Held
Sensata Technologies Hldg Pl21.5K$715.6K0.0%Held
United Parks & Resorts Inc.PRKS19.5K$706.7K0.0%Held
Innodata IncINOD13.9K$706.1K0.0%Held
Pool CorpPOOL3.08K$705K0.0%Held
West Pharmaceutical Svsc Inc2.53K$695K0.0%Held
United Therapeutics Corp Del1.42K$693.4K0.0%Held
Host Hotels & Resorts, Inc.HST38.2K$677.9K0.0%Held
Archer Aviation Inc90K$676.6K0.0%Held
Entegris IncENTG8.03K$676.4K0.0%Held
Aci Worldwide, Inc.ACIW14.1K$675.2K0.0%Held
Applied Indl Technologies In2.62K$672.2K0.0%Held
Janus International Group In102.4K$669.6K0.0%Held
Belden Inc.BDC5.72K$666.9K0.0%Held
Sensient Technologies CorpSXT7.09K$665.8K0.0%Held
Ltc Pptys Inc19.3K$664.7K0.0%Held
Cracker Barrel Old Ctry Stor26.1K$662.4K0.0%Held
Clearwater Analytics Hldgs I27.1K$654.7K0.0%Held
Vontier CorpVNT17.6K$654.6K0.0%Held
Novavax IncNVAX97K$651.8K0.0%Held
Armour Residential Reit Inc36.6K$647.8K0.0%Held
Api Group CorpAPG16.8K$643.9K0.0%Held
Simply Good Foods CoSMPL31.8K$639.1K0.0%Held
Huntington Bancshares Inc36.8K$638.8K0.0%Held
Columbia Sportswear CoCOLM11.6K$637.5K0.0%Held
Mercury Sys Inc8.61K$628.3K0.0%Held
WisdomTree, Inc.WT51K$622.1K0.0%Held
Dorman Prods Inc5.04K$621.5K0.0%Held
Insight Enterprises IncNSIT7.58K$617.1K0.0%Held
Valvoline IncVVV20.9K$606.7K0.0%Held
Ingredion IncINGR5.5K$605.9K0.0%Held
Charter Communications Inc N2.88K$601.4K0.0%Held
Mobileye Global Inc.MBLY57.4K$599.3K0.0%Held
Mp Materials Corp11.8K$595.1K0.0%Held
Innovative Indl Pptys Inc12.5K$590.4K0.0%Held
Nexstar Media Group, Inc.NXST2.86K$581.1K0.0%Held
Janux Therapeutics, Inc.JANX41.8K$576.9K0.0%Held
Arcbest Corp7.77K$576.3K0.0%Held
e.l.f. Beauty, Inc.ELF7.58K$576.2K0.0%Held
Phreesia, Inc.PHR33.7K$570.5K0.0%Held
Kratos Defense & Sec Solutio7.49K$568.3K0.0%Held
Axcelis Technologies IncACLS6.99K$561.5K0.0%Held
Bentley Sys Inc14.5K$553.4K0.0%Held
Collegium Pharmaceutical, IncCOLL11.9K$551.5K0.0%Held
Primoris Svcs Corp4.42K$548.9K0.0%Held
Life360 Inc8.56K$548.9K0.0%Held
Ligand Pharmaceuticals Inc2.87K$542.1K0.0%Held
Deckers Outdoor CorpDECK5.18K$537K0.0%Held
Penguin Solutions, Inc.PENG27.2K$532.7K0.0%Held
Wiley John & Sons Inc17.4K$532.3K0.0%Held
M/I Homes, Inc.MHO4.15K$530.7K0.0%Held
Trimas CorpTRS15K$530.3K0.0%Held
Grand Canyon Ed Inc3.18K$528.7K0.0%Held
Digital Rlty Tr Inc3.42K$528.3K0.0%Held
Rlj Lodging Tr70.6K$525.8K0.0%Held
Duolingo, Inc.DUOL2.97K$520.7K0.0%Held
Bjs Restaurants IncBJRI12.9K$508.5K0.0%Held
Perdoceo Ed Corp17.2K$505.6K0.0%Held
Wyndham Hotels & Resorts, Inc.WH6.68K$504.9K0.0%Held
Power Solutions Intl Inc8.8K$503K0.0%Held
Intel CorpINTC13.6K$502K0.0%Held
Lxp Industrial Trust10K$497.8K0.0%Held
Wolverine World Wide Inc27.1K$491.3K0.0%Held
Evolent Health, Inc.EVH122.7K$490.8K0.0%Held
Wealthfront CorpWLTH36K$489.2K0.0%Held
Porch Group, Inc.PRCH53K$483.8K0.0%Held
Greenbrier Cos Inc10.3K$483.1K0.0%Held
Blue Bird CorpBLBD10.3K$482.8K0.0%Held
Oxford Inds Inc14.1K$480.9K0.0%Held
Soleno Therapeutics Inc10.3K$474.9K0.0%Held
RXO, Inc.RXO37.6K$474.9K0.0%Held
Park Hotels & Resorts Inc.PK44.6K$466.4K0.0%Held
Atkore Inc.ATKR7.34K$464K0.0%Held
Easterly Govt Pptys Inc21.9K$463K0.0%Held
Pagaya Technologies Ltd22.1K$462.6K0.0%Held
Conmed CorpCNMD11.2K$455.4K0.0%Held
Avnet IncAVT9.38K$451.1K0.0%Held
Magnite, Inc.MGNI27.8K$450.6K0.0%Held
Mirum Pharmaceuticals, Inc.MIRM5.69K$449.6K0.0%Held
Ameriprise Finl Inc906$444.2K0.0%Held
Werner Enterprises IncWERN14.7K$440.8K0.0%Held
Tg Therapeutics, Inc.TGTX14.7K$439.6K0.0%Held
U S Physical Therapy Inc /NvUSPH5.63K$439.5K0.0%Held
Alpha Metallurgical Resour I2.16K$432.5K0.0%Held
Century Cmntys IncCCS7.26K$431.2K0.0%Held
Rithm Capital Corp39.5K$430.9K0.0%Held
International Seaways, Inc.INSW8.85K$429.6K0.0%Held
Joby Aviation Inc32.1K$424.1K0.0%Held
Universal Display Corp3.59K$419.7K0.0%Held
SoFi Technologies, Inc.SOFI16K$418.6K0.0%Held
Newmont Corp4.18K$417.9K0.0%Held
T-Mobile Us Inc2.05K$416.2K0.0%Held
Albertsons Cos IncACI23.7K$407.3K0.0%Held
National Fuel Gas CoNFG5.08K$406.6K0.0%Held
Coeur Mng Inc22.7K$404.5K0.0%Held
Zebra Technologies Corporati1.66K$402.1K0.0%Held
Acm Resh Inc10.2K$400.5K0.0%Held
Donnelley Finl Solutions Inc8.56K$399.5K0.0%Held
Brinks CoBCO3.4K$397.5K0.0%Held
Houlihan Lokey, Inc.HLI2.27K$396.1K0.0%Held
Under Armour Inc79.6K$395.4K0.0%Held
Extreme Networks IncEXTR23.7K$394.9K0.0%Held
New Jersey Res Corp8.54K$394.1K0.0%Held
La-Z-Boy IncLZB10.5K$390.4K0.0%Held
Arlo Technologies, Inc.ARLO27.8K$388.8K0.0%Held
Pathward Financial, Inc.CASH5.47K$388.1K0.0%Held
ESAB CorpESAB3.46K$386.1K0.0%Held
Trinet Group, Inc.TNET6.52K$385.7K0.0%Held
Organon & Co.OGN53.7K$385.3K0.0%Held
Balchem CorpBCPC2.51K$385.2K0.0%Held
Resideo Technologies, Inc.REZI10.9K$384K0.0%Held
Chemours CoCC32.2K$379.1K0.0%Held
Shopify Inc.SHOP2.34K$376.7K0.0%Held
Ryman Hospitality Pptys Inc3.95K$373.6K0.0%Held
Under Armour Inc77.7K$372.9K0.0%Held
Quaker Houghton2.7K$370.2K0.0%Held
Acushnet Hldgs Corp4.63K$369.8K0.0%Held
Angi Inc.ANGI28.6K$369.3K0.0%Held
Kimco Rlty Corp18.2K$368.6K0.0%Held
LENZ Therapeutics, Inc.LENZ23K$367.5K0.0%Held
Cinemark Hldgs Inc15.4K$356.8K0.0%Held
Alarm Com Hldgs Inc6.98K$356.3K0.0%Held
Limbach Hldgs Inc4.57K$355.9K0.0%Held
Douglas Emmett IncDEI31.2K$343K0.0%Held
Siriusxm Holdings Inc17.1K$341.4K0.0%Held
Adt Inc Del41.9K$337.8K0.0%Held
Tri Pointe Homes Inc10.7K$336.6K0.0%Held
Upbound Group, Inc.UPBD19.2K$336.5K0.0%Held
Corvel CorpCRVL4.96K$335.4K0.0%Held
Netgear, Inc.NTGR13.6K$334K0.0%Held
Ouster, Inc.OUST15.4K$333.7K0.0%Held
Hasbro, Inc.HAS4.05K$331.9K0.0%Held
Crocs, Inc.CROX3.86K$329.9K0.0%Held
Netscout Sys Inc12.2K$328.9K0.0%Held
Rambus Inc Del3.57K$328.4K0.0%Held
ARS Pharmaceuticals, Inc.SPRY28K$326.2K0.0%Held
Ziff Davis, Inc.ZD9.22K$324.2K0.0%Held
Live Nation Entertainment In2.26K$322.5K0.0%Held
Enovix CorpENVX44.1K$322.3K0.0%Held
Apellis Pharmaceuticals Inc12.5K$314.9K0.0%Held
Groupon, Inc.GRPN17.8K$313.8K0.0%Held
Uniqure Nv13K$310.7K0.0%Held
Dave & Busters Entmt Inc18.5K$300.2K0.0%Held
Atlanta Braves Hldgs Inc7.54K$297.6K0.0%Held
DNOW Inc.DNOW22.3K$295.5K0.0%Held
Walker & Dunlop, Inc.WD4.91K$295.5K0.0%Held
California Res Corp6.6K$295K0.0%Held
Cbre Group, Inc.CBRE1.83K$294.6K0.0%Held
Enpro Inc.NPO1.36K$291.4K0.0%Held
Biohaven Ltd.BHVN25.6K$289.6K0.0%Held
Bloomin' Brands, Inc.BLMN46.2K$284.8K0.0%Held
Gen Digital Inc10.3K$280.9K0.0%Held
CoreWeave, Inc.CRWV3.92K$280.8K0.0%Held
Willscot Hldgs Corp14.8K$278.8K0.0%Held
Dave Inc1.26K$278.5K0.0%Held
Hawkins IncHWKN1.94K$276.2K0.0%Held
Sezzle Inc.SEZL4.33K$274.8K0.0%Held
Aaon, Inc.AAON3.6K$274.5K0.0%Held
Americold Realty TrustCOLD20.8K$267.7K0.0%Held
First Finl Bancorp Oh10.6K$266K0.0%Held
Interparfums IncIPAR3.13K$265.6K0.0%Held
Zillow Group Inc3.87K$263.9K0.0%Held
Rayonier IncRYN11.5K$249.9K0.0%Held
Geo Group Inc NewGEO15.5K$249.7K0.0%Held
Buckle IncBKE4.66K$248.7K0.0%Held
Tenable Hldgs Inc10.5K$247.8K0.0%Held
Amer States Wtr Co3.39K$245.9K0.0%Held
Mercadolibre IncMELI122$245.7K0.0%Held
Blackbaud IncBLKB3.88K$245.4K0.0%Held
Valmont Inds Inc601$241.8K0.0%Held
Federal Agric Mtg Corp1.37K$239.8K0.0%Held
Enerpac Tool Group CorpEPAC6.25K$238.8K0.0%Held
Liberty Broadband Corp4.87K$236.6K0.0%Held
Evolv Technologies Hldngs In31.6K$226.4K0.0%Held
Trupanion, Inc.TRUP6.05K$226.2K0.0%Held
Pilgrims Pride CorpPPC5.78K$225.4K0.0%Held
Western Un Co24K$223.2K0.0%Held
Camping World Hldgs Inc22.9K$223K0.0%Held
LGI Homes, Inc.LGIH5.08K$218.4K0.0%Held
Primo Brands CorpPRMB13.3K$218.2K0.0%Held
Aurinia Pharmaceuticals Inc.AUPH13.6K$217.3K0.0%Held
Zeta Global Holdings Corp.ZETA10.5K$214.7K0.0%Held
V2X, Inc.VVX3.92K$213.9K0.0%Held
Synovus Finl Corp4.27K$213.9K0.0%Held
Primerica, Inc.PRI817$211.1K0.0%Held
MARRIOTT VACATIONS WORLDWIDE CorpVAC3.61K$208.3K0.0%Held
Loar Holdings Inc.LOAR3.02K$205.1K0.0%Held
J&J Snack Foods CorpJJSF2.27K$204.8K0.0%Held
Oric Pharmaceuticals, Inc.ORIC24.2K$198K0.0%Held
Payoneer Global Inc.PAYO34.2K$192K0.0%Held
Vishay Intertechnology IncVSH13.2K$191.1K0.0%Held
Arvinas, Inc.ARVN16.1K$191.1K0.0%Held
Coursera, Inc.COUR25.6K$188.4K0.0%Held
Legalzoom.Com, Inc.LZ18.4K$183.1K0.0%Held
Quantumscape CorpQS17.1K$178.5K0.0%Held
Six Flags Entertainment Corp10.4K$159.4K0.0%Held
Grocery Outlet Hldg Corp14.7K$148.1K0.0%Held
ADTRAN Holdings, Inc.ADTN10K$87.1K0.0%Held
Gogo Inc.GOGO18.6K$86.5K0.0%Held
Mannkind CorpMNKD14.1K$80.2K0.0%Held
FuboTV Inc.FUBO29.5K$74.4K0.0%Held
Bumble Inc.BMBL13.1K$46.7K0.0%Held

Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.