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First Eagle Investment Management, LLC

· CIK 0001325447
13F Portfolio $75.57T AUM 602 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025
42 New 226 Added 118 Reduced 40 Exited
# Ticker Company Sector Shares Value % Port Chg Shares Chg %
1 MSTR STRATEGY INC Technology 20,000,000,000 $16.59B 21.95% NEW
2 GOOGL ALPHABET INC Communication Services 7,404,648 $2.12B 2.81%
3 BDX BECTON DICKINSON & CO Healthcare 11,928,111 $1.88B 2.48% +282K +2.4%
4 WPM WHEATON PRECIOUS METALS CORP Basic Materials 14,156,511 $1.85B 2.45% -1.2M -8.0%
5 IMO IMPERIAL OIL LTD Energy 13,972,305 $1.83B 2.42% -4.6M -24.9%
6 META META PLATFORMS INC Communication Services 3,193,098 $1.83B 2.42% +43K +1.4%
7 HCA HCA HEALTHCARE INC Healthcare 3,254,570 $1.54B 2.04% -392K -10.7%
8 SLB SLB LIMITED Energy 28,376,167 $1.46B 1.93% +658K +2.4%
9 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 12,902,253 $1.43B 1.90% +395K +3.2%
10 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 3,902,137 $1.32B 1.75% -2.0M -34.3%
11 FNV FRANCO NEV CORP Basic Materials 5,274,537 $1.31B 1.73% +151K +3.0%
12 NEM NEWMONT CORP Basic Materials 12,022,368 $1.30B 1.72% -1.7M -12.4%
13 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 4,339,361 $1.26B 1.67% +89K +2.1%
14 ORCL ORACLE CORP Technology 8,435,178 $1.24B 1.64% +145K +1.8%
15 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 4,132,291 $1.21B 1.60% +109K +2.7%
16 BK BANK NEW YORK MELLON CORP Financial Services 9,868,077 $1.17B 1.55% +122K +1.3%
17 CRM SALESFORCE INC Technology 6,132,564 $1.14B 1.51% +1.8M +42.0%
18 WY WEYERHAEUSER CO Real Estate 46,293,464 $1.13B 1.50% +8.7M +23.1%
19 COMCAST CORP NEW 37,780,637 $1.08B 1.44% +1.6M +4.5%
20 IYE EXXON MOBIL CORP 6,237,614 $1.06B 1.40% -1.5M -19.6%
21 GLD SPDR GOLD TR Financial Services 2,455,741 $1.06B 1.40% -19K -0.8%
22 OKE ONEOK INC NEW Energy 11,679,175 $1.06B 1.40% +314K +2.8%
23 AEM AGNICO EAGLE MINES LTD Basic Materials 5,193,057 $1.05B 1.40%
24 ABEV AMBEV SA Consumer Defensive 346,984,557 $1.01B 1.34% +10.9M +3.2%
25 WDAY WORKDAY INC Technology 7,608,713 $988.5M 1.31% +3.3M +75.4%
26 PM PHILIP MORRIS INTL INC Consumer Defensive 5,892,458 $974.3M 1.29% +84K +1.4%
27 CHRW C H ROBINSON WORLDWIDE IN Industrials 5,729,983 $951.6M 1.26% -3.3M -36.9%
28 MDT MEDTRONIC PLC Healthcare 10,044,695 $870.4M 1.15% +269K +2.8%
29 EXPD EXPEDITORS INTL WASH INC Industrials 5,945,185 $851.5M 1.13% -367K -5.8%
30 B BARRICK MNG CORP Basic Materials 20,571,232 $839.1M 1.11% -11.5M -35.9%
31 UHS UNIVERSAL HLTH SVCS INC Healthcare 4,424,281 $791.8M 1.05% +111K +2.6%
32 CHTR CHARTER COMMUNICATIONS INC Communication Services 3,580,160 $772.9M 1.02% +611K +20.6%
33 NTR NUTRIEN LTD Basic Materials 9,988,867 $753.8M 1.00% -3.3M -24.9%
34 BIO.B BIO RAD LABS INC Industrials 2,602,772 $725.5M 0.96% +32K +1.3%
35 TXN TEXAS INSTRS INC Technology 3,674,253 $713.3M 0.94% +25K +0.7%
36 CL COLGATE PALMOLIVE CO Consumer Defensive 8,116,782 $691.8M 0.92% +198K +2.5%
37 PPG PPG INDS INC Basic Materials 6,435,076 $687.8M 0.91% +144K +2.3%
38 NOV NOV INC Energy 36,408,359 $684.8M 0.91% -1.2M -3.2%
39 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 9,314,670 $675.8M 0.89% +483K +5.5%
40 NE NOBLE CORP PLC Energy 13,561,846 $665.5M 0.88% +1.4M +11.2%
41 ADP AUTOMATIC DATA PROCESSING IN Industrials 2,849,784 $579.0M 0.77% NEW
42 BRO BROWN & BROWN INC Financial Services 8,823,162 $575.4M 0.76% NEW
43 EQR EQUITY RESIDENTIAL Real Estate 9,469,693 $560.1M 0.74% +228K +2.5%
44 OMC OMNICOM GROUP INC Communication Services 7,303,113 $550.0M 0.73% +951K +15.0%
45 DG DOLLAR GEN CORP Consumer Defensive 4,455,622 $529.0M 0.70% +38K +0.8%
46 IPGP IPG PHOTONICS CORP Technology 4,593,349 $526.4M 0.70% +106K +2.4%
47 DIS DISNEY WALT CO Communication Services 5,254,083 $506.4M 0.67% +1.8M +52.6%
48 EXR EXTRA SPACE STORAGE INC Real Estate 3,838,691 $503.4M 0.67% +1.3M +50.4%
49 AXP AMERICAN EXPRESS CO Financial Services 1,662,628 $502.9M 0.67% +23K +1.4%
50 MSFT MICROSOFT CORP Technology 1,325,098 $490.5M 0.65% +767K +137.6%
51 BXP BXP INC Real Estate 9,344,461 $485.0M 0.64% +5.9M +174.0%
52 WAT WATERS CORP Healthcare 1,575,187 $469.1M 0.62% NEW
53 USB US BANCORP Financial Services 9,018,084 $469.0M 0.62% +200K +2.3%
54 FISV FISERV INC Technology 7,495,234 $418.2M 0.55% NEW
55 CMI CUMMINS INC Industrials 767,231 $412.8M 0.55% +12K +1.6%
56 FNF FIDELITY NATL FINL INC Financial Services 8,880,108 $411.9M 0.55% +2.8M +45.5%
57 BRK/A BERKSHIRE HATHAWAY INC DEL 565 $405.7M 0.54% +12 +2.2%
58 GOOGL ALPHABET INC Communication Services 1,198,237 $344.6M 0.46% -530K -30.7%
59 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 22,709,344 $333.7M 0.44% +6.4M +39.2%
60 CFR CULLEN FROST BANKERS INC Financial Services 2,265,874 $310.6M 0.41% NEW
61 DE DEERE & CO Industrials 533,025 $300.3M 0.40% +11K +2.1%
62 AGI ALAMOS GOLD INC Basic Materials 6,169,791 $274.5M 0.36%
63 CSL CARLISLE COS INC Industrials 793,165 $264.6M 0.35% +147K +22.8%
64 RGLD ROYAL GOLD INC Basic Materials 917,616 $233.5M 0.31% -9K -0.9%
65 KGC KINROSS GOLD CORP Basic Materials 7,140,993 $217.9M 0.29% -2.1M -22.6%
66 CCU COMPANIA CERVECERIAS UNIDAS Consumer Defensive 16,120,458 $183.0M 0.24% +205K +1.3%
67 XRAY DENTSPLY SIRONA INC Healthcare 15,127,933 $175.5M 0.23% +487K +3.3%
68 GOLD FIELDS LTD 3,535,804 $160.5M 0.21%
69 FERG FERGUSON ENTERPRISES INC Industrials 633,309 $147.7M 0.20% +4K +0.6%
70 AU ANGLOGOLD ASHANTI PLC Basic Materials 1,490,679 $145.1M 0.19%
71 PAAS PAN AMERN SILVER CORP Basic Materials 2,417,389 $132.3M 0.17% -1.1M -30.7%
72 DEI DOUGLAS EMMETT INC Real Estate 13,958,053 $131.5M 0.17% +1.4M +11.2%
73 BIL SPDR SERIES TRUST 1,363,410 $124.9M 0.17% +651K +91.4%
74 SHEL SHELL PLC Energy 1,057,021 $98.3M 0.13% +183K +21.0%
75 BMTA BRITISH AMERN TOB PLC 1,668,522 $97.6M 0.13% +261K +18.5%
76 NG NOVAGOLD RESOURCES INC Basic Materials 9,172,929 $82.4M 0.11%
77 ORLA ORLA MNG LTD NEW Basic Materials 4,767,826 $76.7M 0.10%
78 EPD ENTERPRISE PRODS PARTNERS L Energy 1,941,481 $73.5M 0.10% +26K +1.4%
79 VSNT VERSANT MEDIA GROUP INC Industrials 1,597,299 $59.1M 0.08% NEW
80 UL UNILEVER PLC Consumer Defensive 805,940 $45.9M 0.06% +129K +19.0%
81 BTG B2GOLD CORP Basic Materials 9,702,684 $44.1M 0.06%
82 HLN HALEON PLC Healthcare 4,032,643 $40.4M 0.05% +697K +20.9%
83 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 392,739 $38.3M 0.05% +21K +5.7%
84 LYG LLOYDS BANKING GROUP PLC Financial Services 7,404,153 $37.2M 0.05% +433K +6.2%
85 BANK AMERICA CORP 29,641 $35.3M 0.05%
86 WFC 7.5 PERP L WELLS FARGO & CO 25,741 $29.7M 0.04%
87 LINC LINCOLN EDL SVCS CORP Consumer Defensive 685,230 $27.9M 0.04% -93K -12.0%
88 BVXB ITAU UNIBANCO HLDG S A 3,312,310 $27.8M 0.04% +518K +18.6%
89 BRK/B BERKSHIRE HATHAWAY INC DEL 57,603 $27.6M 0.04% +6K +11.0%
90 UCTT ULTRA CLEAN HLDGS INC Technology 434,100 $27.0M 0.04% +24K +5.7%
91 RELX RELX PLC Communication Services 802,136 $26.6M 0.04% NEW
92 AEIS ADVANCED ENERGY INDS Industrials 81,818 $26.4M 0.04% -17K -16.9%
93 BKD BROOKDALE SR LIVING INC Healthcare 1,865,584 $25.5M 0.03% -90K -4.6%
94 CAE CAE INC Industrials 935,036 $24.4M 0.03%
95 OIS OIL STS INTL INC Energy 2,043,709 $23.8M 0.03% -538K -20.8%
96 TEL TE CONNECTIVITY PLC Technology 105,800 $22.1M 0.03% -6K -5.0%
97 TTMI TTM TECHNOLOGIES INC Technology 224,471 $21.9M 0.03% -40K -15.0%
98 ABCB AMERIS BANCORP Financial Services 247,471 $19.3M 0.03% +44K +21.5%
99 VSH VISHAY INTERTECHNOLOGY INC Technology 1,063,572 $19.1M 0.03% +41K +4.0%
100 SIMO SILICON MOTION TECHNOLOGY CO Technology 168,439 $18.9M 0.03% +15K +9.7%
101 MAMA MAMAS CREATIONS INC Consumer Defensive 1,223,470 $18.8M 0.03% -54K -4.2%
102 DCO DUCOMMUN INC DEL Industrials 153,776 $18.8M 0.03% -28K -15.2%
103 VIAV VIAVI SOLUTIONS INC Technology 559,800 $18.6M 0.03% -164K -22.7%
104 ACN ACCENTURE PLC IRELAND Technology 90,244 $17.9M 0.02% +88K +3426.5%
105 STNG SCORPIO TANKERS INC Energy 235,068 $17.6M 0.02% +21K +9.8%
106 CMC COMMERCIAL METALS CO Basic Materials 285,546 $17.5M 0.02% +13K +4.8%
107 NPO ENPRO INC Industrials 69,855 $17.5M 0.02% +6K +8.6%
108 FORM FORMFACTOR INC Technology 179,848 $17.4M 0.02% -89K -33.2%
109 ADTN ADTRAN HOLDINGS INC Technology 1,368,707 $17.2M 0.02% +134K +10.8%
110 SPB SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 232,272 $17.1M 0.02% +26K +12.3%
111 UTI UNIVERSAL TECHNICAL INST INC Consumer Defensive 472,135 $17.0M 0.02% +25K +5.6%
112 GHM GRAHAM CORP Industrials 215,513 $17.0M 0.02% -65K -23.1%
113 IBP INSTALLED BLDG PRODS INC Consumer Cyclical 63,843 $16.9M 0.02% +3K +4.7%
114 LPX LOUISIANA PAC CORP Basic Materials 231,910 $16.9M 0.02% +36K +18.5%
115 HD HOME DEPOT INC Consumer Cyclical 50,835 $16.7M 0.02% +2K +4.4%
116 BHE BENCHMARK ELECTRS INC Technology 296,569 $16.6M 0.02% +46K +18.4%
117 LXU LSB INDS INC Basic Materials 1,085,000 $16.2M 0.02% -226K -17.2%
118 ON1 OLD NATL BANCORP IND 696,784 $15.4M 0.02% +85K +13.9%
119 THR THERMON GROUP HLDGS INC Industrials 305,373 $15.4M 0.02% -95K -23.8%
120 SBCF SEACOAST BKG CORP FLA Financial Services 505,065 $15.3M 0.02% +87K +20.9%
121 LNC LINCOLN NATL CORP IND Financial Services 428,310 $15.2M 0.02% +18K +4.5%
122 OTIS OTIS WORLDWIDE CORP Industrials 196,033 $15.1M 0.02% +33K +20.5%
123 NAVIGATOR HLDGS LTD 780,619 $15.1M 0.02% +85K +12.2%
124 GOLAR LNG LTD 277,472 $15.0M 0.02% -16K -5.5%
125 MTRN MATERION CORP Basic Materials 101,950 $14.7M 0.02% +44K +75.8%
126 CCS CENTURY COMMUNITIES INC Consumer Cyclical 256,716 $14.7M 0.02% +16K +6.5%
127 COHU COHU INC Technology 474,068 $14.5M 0.02% +226K +91.4%
128 CECO CECO ENVIRONMENTAL CORP Industrials 242,511 $14.4M 0.02% -124K -33.9%
129 OUT OUTFRONT MEDIA INC Real Estate 542,535 $14.4M 0.02% -206K -27.5%
130 AMRC AMERESCO INC Industrials 555,334 $14.2M 0.02% -19K -3.4%
131 RCI ROGERS CORP Communication Services 131,818 $14.1M 0.02% +13K +11.4%
132 FUL FULLER H B CO Basic Materials 228,587 $14.1M 0.02% NEW
133 ASTE ASTEC INDS INC Industrials 260,250 $14.0M 0.02% -22K -7.8%
134 AX AXOS FINANCIAL INC Financial Services 164,612 $14.0M 0.02% +22K +15.7%
135 WCC WESCO INTL INC Industrials 51,158 $14.0M 0.02% -6K -10.6%
136 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 240,154 $14.0M 0.02% +8K +3.5%
137 PLXS PLEXUS CORP Technology 67,541 $13.7M 0.02% NEW
138 LPG DORIAN LPG LTD Energy 394,925 $13.5M 0.02% +9K +2.4%
139 ACA ARCOSA INC Industrials 126,636 $13.4M 0.02% +1K +0.9%
140 TITN TITAN MACHY INC Industrials 801,199 $13.4M 0.02% +53K +7.0%
141 TRN TRINITY INDS INC Industrials 415,619 $13.4M 0.02% +19K +4.9%
142 BZH BEAZER HOMES USA INC Consumer Cyclical 694,671 $13.4M 0.02% -7K -1.0%
143 KALU KAISER ALUMINIUM CORPORATION Basic Materials 110,761 $13.3M 0.02% -36K -24.6%
144 VECO VEECO INSTRS INC DEL Technology 391,381 $13.3M 0.02% -78K -16.6%
145 PNTG PENNANT GROUP INC Healthcare 431,000 $13.1M 0.02% -17K -3.8%
146 RELY REMITLY GLOBAL INC Technology 831,454 $13.0M 0.02% +190K +29.6%
147 HNGE HINGE HEALTH INC Healthcare 336,942 $13.0M 0.02% +115K +52.0%
148 BCC BOISE CASCADE CO DEL Basic Materials 170,308 $12.9M 0.02% +30K +21.2%
149 ATRO ASTRONICS CORP Industrials 192,326 $12.8M 0.02% -38K -16.5%
150 IIIN INSTEEL INDS INC Industrials 380,954 $12.8M 0.02% -9K -2.3%
151 FIP FTAI INFRASTRUCTURE INC Industrials 2,525,562 $12.5M 0.02% +142K +5.9%
152 EAGLE MATLS INC 65,533 $12.4M 0.02% +14K +27.7%
153 WSR WHITESTONE REIT Real Estate 742,115 $12.0M 0.02% +29K +4.1%
154 VLY VALLEY NATL BANCORP Financial Services 971,500 $11.9M 0.02% +88K +10.0%
155 DEO DIAGEO PLC Consumer Defensive 159,194 $11.9M 0.02% +35K +28.0%
156 BDC BELDEN INC Technology 102,566 $11.8M 0.02% +23K +28.1%
157 AXGN AXOGEN INC Healthcare 354,590 $11.7M 0.02% -53K -13.0%
158 KWR QUAKER HOUGHTON Basic Materials 94,538 $11.7M 0.02% NEW
159 FLOC FLOWCO HLDGS INC Energy 568,865 $11.7M 0.02% +225K +65.2%
160 PKOH PARK-OHIO HLDGS CORP Industrials 481,247 $11.6M 0.01% +46K +10.5%
161 KRE SPDR SERIES TRUST 176,119 $11.5M 0.01% +17K +10.7%
162 TRS TRIMAS CORP Consumer Cyclical 318,006 $11.4M 0.01% +23K +7.9%
163 AORT ARTIVION INC Healthcare 311,601 $11.4M 0.01% +5K +1.5%
164 ABM ABM INDS INC Industrials 292,975 $11.3M 0.01% +113K +62.6%
165 TRNS TRANSCAT INC Industrials 153,047 $11.2M 0.01% +25K +19.6%
166 PWP PERELLA WEINBERG PARTNERS Financial Services 615,057 $11.2M 0.01% +31K +5.3%
167 LRGF STATE STR SPDR S&P 500 ETF T 17,000 $11.1M 0.01% NEW
168 UNH UNITEDHEALTH GROUP INC Healthcare 40,804 $11.0M 0.01% +2K +4.4%
169 UMH UMH PPTYS INC Real Estate 764,919 $11.0M 0.01% +48K +6.8%
170 LAD LITHIA MTRS INC Consumer Cyclical 43,700 $10.9M 0.01% NEW
171 NGS NATURAL GAS SVCS GROUP INC Energy 287,188 $10.8M 0.01% -8K -2.7%
172 AIN ALBANY INTL CORP Consumer Cyclical 204,829 $10.7M 0.01% +73K +55.4%
173 ORI OLD REP INTL CORP Financial Services 267,614 $10.7M 0.01% -13K -4.7%
174 DY DYCOM INDS INC Industrials 31,392 $10.6M 0.01% -6K -16.9%
175 HLIT HARMONIC INC Technology 1,180,876 $10.6M 0.01% +331K +39.0%
176 CBT CABOT CORP Basic Materials 136,650 $10.3M 0.01% NEW
177 NMIH NMI HLDGS INC Financial Services 273,557 $10.3M 0.01%
178 LFST LIFESTANCE HEALTH GROUP INC Healthcare 1,610,466 $10.3M 0.01% +114K +7.6%
179 HUN HUNTSMAN CORP Basic Materials 770,135 $10.3M 0.01% NEW
180 SKY CHAMPION HOMES INC Consumer Cyclical 136,171 $10.1M 0.01% +13K +10.9%
181 CDE COEUR MNG INC Basic Materials 535,930 $10.1M 0.01% -696K -56.5%
182 CDNA CAREDX INC Healthcare 575,365 $10.0M 0.01% +29K +5.2%
183 CHEF CHEFS WHSE INC Consumer Defensive 167,472 $10.0M 0.01% +5K +2.8%
184 HRI HERC HLDGS INC Industrials 99,033 $9.9M 0.01% NEW
185 MTW MANITOWOC CO INC Industrials 846,185 $9.9M 0.01% +18K +2.1%
186 MTRX MATRIX SVC CO Industrials 850,809 $9.8M 0.01% +211K +32.9%
187 ASYS AMTECH SYS INC Technology 832,453 $9.7M 0.01% +98K +13.4%
188 CENX CENTURY ALUM CO Basic Materials 163,087 $9.6M 0.01% -139K -45.9%
189 MATV MATIV HOLDINGS INC Basic Materials 1,098,792 $9.6M 0.01% +45K +4.3%
190 DORM DORMAN PRODS INC Consumer Cyclical 91,342 $9.5M 0.01% +18K +24.5%
191 SONO SONOS INC Technology 709,004 $9.5M 0.01% +463K +187.7%
192 SRTA STRATA CRITICAL MEDICAL INC Industrials 2,266,243 $9.5M 0.01% +137K +6.4%
193 ACLS AXCELIS TECHNOLOGIES INC Technology 100,551 $9.4M 0.01% -36K -26.2%
194 FLYW FLYWIRE CORPORATION Technology 800,837 $9.3M 0.01% +370K +86.1%
195 OGS ONE GAS INC Utilities 107,264 $9.2M 0.01% +3K +3.1%
196 TKR TIMKEN CO Industrials 91,847 $9.2M 0.01% +5K +5.3%
197 AXIS CAP HLDGS LTD 90,749 $9.2M 0.01% +12K +14.5%
198 DCOM DIME CMNTY BANCSHARES INC Financial Services 269,160 $9.1M 0.01% +7K +2.8%
199 HZO MARINEMAX INC Consumer Cyclical 336,052 $9.1M 0.01% +60K +21.6%
200 HL HECLA MINING COMPANY Basic Materials 487,500 $9.1M 0.01% -759K -60.9%
201 UTZ UTZ BRANDS INC Consumer Defensive 1,129,750 $8.9M 0.01% +244K +27.5%
202 BKH BLACK HILLS CORP Utilities 128,770 $8.9M 0.01% +2K +1.7%
203 FVR FRONTVIEW REIT INC Real Estate 577,126 $8.9M 0.01% +178K +44.6%
204 HSTM HEALTHSTREAM INC Healthcare 425,698 $8.8M 0.01% +12K +2.9%
205 ONTO ONTO INNOVATION INC Technology 42,983 $8.8M 0.01% +36K +543.9%
206 HCSG HEALTHCARE SVCS GROUP INC Healthcare 474,535 $8.8M 0.01% -86K -15.4%
207 SLP SIMULATIONS PLUS INC Healthcare 742,069 $8.8M 0.01% +285K +62.3%
208 SMBK SMARTFINANCIAL INC Financial Services 224,039 $8.8M 0.01% +72K +47.2%
209 NX QUANEX BLDG PRODS CORP Industrials 483,744 $8.7M 0.01% +4K +0.8%
210 PXED PHOENIX ED PARTNERS INC Consumer Defensive 275,810 $8.7M 0.01% +96K +53.1%
211 GSM FERROGLOBE PLC Basic Materials 2,083,272 $8.6M 0.01% +20K +1.0%
212 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 399,826 $8.6M 0.01% +17K +4.3%
213 IIIV I3 VERTICALS INC Technology 382,137 $8.5M 0.01% NEW
214 MUR MURPHY OIL CORP Energy 206,000 $8.5M 0.01% -63K -23.4%
215 CENTA CENTRAL GARDEN & PET CO Consumer Defensive 260,438 $8.4M 0.01% +86K +49.3%
216 DGII DIGI INTL INC Technology 173,709 $8.4M 0.01% +4K +2.5%
217 FOR FORESTAR GROUP INC Real Estate 339,898 $8.3M 0.01% -156K -31.4%
218 FLS FLOWSERVE CORP Industrials 111,759 $8.2M 0.01% +30K +36.2%
219 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 147,591 $8.1M 0.01% +16K +12.2%
220 SIBN SI BONE INC Healthcare 638,941 $8.1M 0.01% +101K +18.9%
221 JBTM JBT MAREL CORPORATION Industrials 63,000 $8.1M 0.01% -623 -1.0%
222 LOCO EL POLLO LOCO HLDGS INC Consumer Cyclical 575,293 $8.0M 0.01% +28K +5.0%
223 TALO TALOS ENERGY INC Energy 503,900 $7.9M 0.01% NEW
224 FN FABRINET Technology 15,198 $7.9M 0.01% -13K -47.0%
225 STC STEWART INFORMATION SVCS COR Financial Services 125,618 $7.7M 0.01% +4K +3.1%
226 SMHI SEACOR MARINE HLDGS INC Industrials 1,070,489 $7.7M 0.01% -41K -3.7%
227 ETD ETHAN ALLEN INTERIORS INC Consumer Cyclical 342,731 $7.6M 0.01% +72K +26.7%
228 ATEC ALPHATEC HLDGS INC Healthcare 696,637 $7.6M 0.01% +20K +3.0%
229 VITL VITAL FARMS INC Consumer Defensive 531,960 $7.5M 0.01% +202K +61.1%
230 ATRC ATRICURE INC Healthcare 262,143 $7.5M 0.01% +146K +124.8%
231 PUMP PROPETRO HLDG CORP Energy 517,833 $7.5M 0.01% +30K +6.3%
232 MEC MAYVILLE ENGR CO INC Industrials 404,075 $7.3M 0.01% +46K +12.8%
233 PEP PEPSICO INC Consumer Defensive 46,457 $7.2M 0.01% +2K +4.4%
234 MRVI MARAVAI LIFESCIENCES HLDGS I Healthcare 2,524,336 $7.1M 0.01% +725K +40.3%
235 JBI JANUS INTERNATIONAL GROUP IN Industrials 1,383,795 $7.1M 0.01% +9K +0.7%
236 AMBQ AMBIQ MICRO INC Technology 279,073 $7.1M 0.01% +89K +47.1%
237 RRBI RED RIVER BANCSHARES INC Financial Services 77,988 $7.1M 0.01% +29K +57.9%
238 AIR AAR CORP Industrials 63,992 $7.0M 0.01% +2K +3.9%
239 CVLG COVENANT LOGISTICS GROUP INC Industrials 248,154 $6.7M 0.01% NEW
240 REPX RILEY EXPLORATION PERMIAN IN Energy 184,148 $6.7M 0.01% -13K -6.6%
241 NVST ENVISTA HOLDINGS CORPORATION Healthcare 264,500 $6.7M 0.01% +30K +12.6%
242 SKT TANGER INC Real Estate 197,425 $6.7M 0.01% +18K +9.8%
243 INFU INFUSYSTEM HLDGS INC Healthcare 721,371 $6.7M 0.01% -30K -4.0%
244 AVNW AVIAT NETWORKS INC Technology 291,156 $6.6M 0.01% -77K -20.9%
245 GXO GXO LOGISTICS INCORPORATED Industrials 126,602 $6.6M 0.01% -1K -0.9%
246 OSIS OSI SYSTEMS INC Technology 24,662 $6.5M 0.01% -2K -7.2%
247 IPI INTREPID POTASH INC Basic Materials 151,251 $6.5M 0.01% -98K -39.3%
248 JOUT JOHNSON OUTDOORS INC Consumer Cyclical 138,888 $6.5M 0.01%
249 NTCT NETSCOUT SYS INC Technology 200,002 $6.4M 0.01% -12K -5.4%
250 OLN OLIN CORP Basic Materials 213,752 $6.4M 0.01% NEW
251 INSG INSEEGO CORP Technology 570,849 $6.3M 0.01% +135K +31.0%
252 NTGR NETGEAR INC Technology 288,945 $6.3M 0.01% +102K +54.7%
253 COLB COLUMBIA BKG SYS INC Financial Services 229,000 $6.3M 0.01% +92K +67.8%
254 CYRX CRYOPORT INC Industrials 744,849 $6.2M 0.01% +433K +138.7%
255 TTAM TITAN AMER SA Basic Materials 408,072 $6.1M 0.01% +24K +6.2%
256 DV DOUBLEVERIFY HLDGS INC Technology 635,000 $6.0M 0.01%
257 RDN RADIAN GROUP INC Financial Services 179,801 $5.9M 0.01% -76K -29.7%
258 IDA IDACORP INC Utilities 41,573 $5.9M 0.01% -50K -54.5%
259 INTT INTEST CORP Technology 424,102 $5.8M 0.01% +51K +13.8%
260 EYE NATIONAL VISION HLDGS INC Consumer Cyclical 221,552 $5.7M 0.01% -230K -50.9%
261 AVBH AVIDBANK HLDGS INC Financial Services 197,340 $5.6M 0.01% +44K +28.6%
262 METCB RAMACO RES INC Energy 545,183 $5.6M 0.01% +78K +16.7%
263 XXY CROSS CTRY HEALTHCARE INC 589,713 $5.5M 0.01% NEW
264 MGNI MAGNITE INC Communication Services 450,288 $5.3M 0.01% +154K +51.9%
265 LYTS LSI INDS INC OHIO Technology 285,422 $5.3M 0.01% +2K +0.7%
266 EXTR EXTREME NETWORKS INC Technology 349,540 $5.3M 0.01% NEW
267 RDNT RADNET INC Healthcare 94,136 $5.3M 0.01% +1K +1.1%
268 HLX HELIX ENERGY SOLUTIONS GRP I Energy 526,358 $5.2M 0.01% -34K -6.0%
269 CTOS CUSTOM TRUCK ONE SOURCE INC Industrials 765,822 $5.0M 0.01% -12K -1.6%
270 ONEW ONEWATER MARINE INC Consumer Cyclical 525,668 $5.0M 0.01% +217K +70.4%
271 AVAH AVEANNA HEALTHCARE HLDGS INC Healthcare 766,667 $4.9M 0.01% -15K -1.9%
272 SDHC SMITH DOUGLAS HOMES CORP Real Estate 384,774 $4.9M 0.01% +6K +1.6%
273 MASS 908 DEVICES INC Healthcare 803,606 $4.9M 0.01% +180K +28.8%
274 VMD VIEMED HEALTHCARE INC Healthcare 529,657 $4.9M 0.01% +12K +2.2%
275 CMCO COLUMBUS MCKINNON CORP N Y Industrials 334,581 $4.9M 0.01% +192K +134.1%
276 HOFT HOOKER FURNISHINGS CORPORATI Consumer Cyclical 367,097 $4.7M 0.01% +8K +2.2%
277 BBCP CONCRETE PUMPING HLDGS INC Industrials 656,001 $4.7M 0.01% +116K +21.6%
278 TWI TITAN INTL INC ILL Industrials 670,639 $4.6M 0.01% +56K +9.1%
279 QTRX QUANTERIX CORP Healthcare 1,300,087 $4.6M 0.01% +769K +144.6%
280 UI2 KEMPER CORP 149,203 $4.6M 0.01% +69K +86.0%
281 QXO QXO INC Industrials 223,184 $4.3M 0.01% -4K -2.0%
282 MC MOELIS & CO Financial Services 75,101 $4.3M 0.01% -4K -5.3%
283 DNOW DNOW INC Energy 353,758 $4.2M 0.01% +121K +52.1%
284 QNST QUINSTREET INC Communication Services 349,874 $4.2M 0.01% +100K +40.0%
285 MG MISTRAS GROUP INC Industrials 281,532 $4.2M 0.01% +204K +264.6%
286 POWW OUTDOOR HOLDING CO Industrials 2,043,870 $4.1M 0.01% +142K +7.5%
287 NPKI NPK INTERNATIONAL INC Energy 273,821 $4.0M 0.01% +8K +3.2%
288 ALTG ALTA EQUIPMENT GROUP INC Industrials 730,437 $3.9M 0.01% -34K -4.5%
289 STRW STRAWBERRY FIELDS REIT INC Real Estate 329,589 $3.9M 0.01% +4K +1.2%
290 ALGT ALLEGIANT TRAVEL CO Industrials 47,943 $3.9M 0.01% +3K +5.7%
291 BRZE BRAZE INC Technology 158,500 $3.7M 0.01% NEW
292 LUXFER HLDGS PLC 299,430 $3.6M 0.01% -154K -33.9%
293 RLGT RADIANT LOGISTICS INC Industrials 516,507 $3.6M 0.01% +15K +3.0%
294 EVER EVERQUOTE INC Communication Services 231,957 $3.6M 0.01% -20K -7.9%
295 ROST ROSS STORES INC Consumer Cyclical 16,209 $3.5M 0.01% -1.4M -98.9%
296 VSEC VSE CORP Industrials 18,922 $3.5M 0.01% -2K -7.8%
297 TALK TALKSPACE INC Healthcare 665,884 $3.4M 0.01% -1.5M -69.8%
298 PGNY PROGYNY INC Healthcare 196,612 $3.3M 0.00% -16K -7.5%
299 DSX DIANA SHIPPING INC Industrials 1,264,601 $3.2M 0.00% +798K +171.0%
300 VPG VISHAY PRECISION GROUP INC Technology 72,500 $3.1M 0.00% -169K -70.0%
301 ANGO ANGIODYNAMICS INC Healthcare 275,735 $3.1M 0.00% +8K +3.0%
302 TILE INTERFACE INC Consumer Cyclical 124,543 $3.1M 0.00% -8K -5.7%
303 MTN VAIL RESORTS INC Consumer Cyclical 23,769 $3.1M 0.00%
304 AEBI SCHMIDT HLDG AG 311,189 $3.0M 0.00% +5K +1.6%
305 CIA CITIZENS INC Financial Services 582,750 $2.9M 0.00% -5K -0.8%
306 GEOS GEOSPACE TECHNOLOGIES CORP Energy 240,000 $2.9M 0.00% -190K -44.2%
307 WRBY WARBY PARKER INC Healthcare 135,090 $2.8M 0.00% -218K -61.7%
308 PACK RANPAK HOLDINGS CORP Consumer Cyclical 788,839 $2.8M 0.00% +399K +102.3%
309 ALTISOURCE PORTFOLIO SOLUTIO 435,686 $2.8M 0.00%
310 DOUG DOUGLAS ELLIMAN INC Real Estate 1,630,871 $2.7M 0.00% +15K +0.9%
311 KODK EASTMAN KODAK CO Industrials 292,500 $2.6M 0.00% -283K -49.2%
312 ACCO ACCO BRANDS CORP Industrials 831,369 $2.5M 0.00% -31K -3.6%
313 BBNX BETA BIONICS INC Healthcare 242,000 $2.4M 0.00% -12K -4.6%
314 RES RPC INC Energy 337,149 $2.4M 0.00% +10K +3.1%
315 NATR NATURES SUNSHINE PRODS INC Consumer Defensive 98,800 $2.4M 0.00%
316 STVN STEVANATO GROUP S P A Healthcare 157,500 $2.2M 0.00% NEW
317 SEADRILL LTD 47,000 $2.1M 0.00% -1K -2.3%
318 TN1 TENNANT CO 32,056 $2.1M 0.00% NEW
319 PROF PROFOUND MED CORP Healthcare 322,707 $2.1M 0.00% +10K +3.2%
320 AIRG AIRGAIN INC Technology 372,903 $2.1M 0.00% -78K -17.3%
321 ASIX ADVANSIX INC Basic Materials 82,460 $2.0M 0.00% -93K -52.9%
322 ESI ELEMENT SOLUTIONS INC Basic Materials 56,500 $1.9M 0.00% NEW
323 KVHI KVH INDS INC Technology 210,826 $1.9M 0.00%
324 GTES GATES INDL CORP PLC Industrials 83,500 $1.9M 0.00% NEW
325 HLLY HOLLEY INC Consumer Cyclical 480,797 $1.5M 0.00% +5K +1.1%
326 SBUX STARBUCKS CORP Consumer Cyclical 16,376 $1.5M 0.00% -9K -36.1%
327 FOSL FOSSIL GROUP INC Consumer Cyclical 340,000 $1.5M 0.00% -155K -31.3%
328 XRX XEROX HOLDINGS CORP Technology 1,099,635 $1.4M 0.00% -1.1M -49.6%
329 CLAR CLARUS CORP NEW Consumer Cyclical 508,500 $1.4M 0.00% -335K -39.7%
330 NCMI NATIONAL CINEMEDIA INC Communication Services 435,618 $1.3M 0.00% -820K -65.3%
331 FLEX FLEXTRONICS INTL LTD Technology 20,172 $1.3M 0.00% +660 +3.4%
332 ARLO ARLO TECHNOLOGIES INC Industrials 92,500 $1.3M 0.00% NEW
333 CAH CARDINAL HEALTH INC Healthcare 5,800 $1.2M 0.00% -1K -17.5%
334 NVENT ELEC PLC 10,337 $1.2M 0.00% -200 -1.9%
335 ENTG ENTEGRIS INC Technology 10,043 $1.2M 0.00% -500 -4.7%
336 EVR EVERCORE INC Financial Services 3,903 $1.2M 0.00% -198 -4.8%
337 LFUS LITTELFUSE INC Technology 3,350 $1.1M 0.00% NEW
338 CLH CLEAN HARBORS INC Industrials 3,816 $1.1M 0.00%
339 PR PERMIAN RESOURCES CORP Energy 51,142 $1.1M 0.00% +14K +39.6%
340 EXE EXPAND ENERGY CORPORATION Energy 9,816 $1.1M 0.00% +707 +7.8%
341 COHR COHERENT CORP Technology 4,517 $1.1M 0.00% -2K -27.4%
342 DINO HF SINCLAIR CORP Energy 16,691 $1.0M 0.00% +12K +263.6%
343 FTAIN FTAI AVIATION LTD Industrials 4,219 $1.0M 0.00% +2K +67.5%
344 THC TENET HEALTHCARE CORP Healthcare 5,418 $1.0M 0.00% -1K -15.8%
345 PWR QUANTA SVCS INC Industrials 1,850 $1.0M 0.00% -368 -16.6%
346 RRX REGAL REXNORD CORPORATION Industrials 5,418 $1.0M 0.00% +5K +10000.0%
347 CIEN CIENA CORP Technology 2,600 $1.0M 0.00% -38K -93.6%
348 FEMD FIRST EAGLE ETF TR 30,001 $1.0M 0.00% NEW
349 USFE FIRST EAGLE ETF TR 30,000 $996K 0.00% NEW
350 UEIC UNIVERSAL ELECTRS INC Technology 241,060 $993K 0.00%
351 JBHT HUNT J B TRANS SVCS INC Industrials 4,532 $960K 0.00% NEW
352 CW CURTISS WRIGHT CORP Industrials 1,401 $954K 0.00% -255 -15.4%
353 RKT ROCKET COS INC Financial Services 64,764 $923K 0.00% +3K +4.9%
354 ALPHA & OMEGA SEMICONDUCTOR 40,000 $886K 0.00% NEW
355 GNRC GENERAC HLDGS INC Industrials 4,500 $879K 0.00%
356 SN SHARKNINJA INC Consumer Cyclical 8,034 $851K 0.00%
357 CIGI COLLIERS INTL GROUP INC Real Estate 7,889 $843K 0.00% +2K +26.6%
358 WLK WESTLAKE CORPORATION Basic Materials 7,118 $832K 0.00% +7K +10000.0%
359 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 8,992 $830K 0.00% +3K +41.8%
360 DAL DELTA AIR LINES INC Industrials 12,046 $801K 0.00% -648 -5.1%
361 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 9,000 $771K 0.00% +600 +7.1%
362 TRVG TRIVAGO N V Communication Services 283,444 $768K 0.00% -10K -3.4%
363 ADVANCED DRAIN SYS INC DEL 5,326 $730K 0.00%
364 XPO XPO INC Industrials 3,705 $721K 0.00%
365 SARO STANDARDAERO INC Industrials 27,900 $721K 0.00% +4K +18.7%
366 HLI HOULIHAN LOKEY INC Financial Services 4,875 $700K 0.00% +351 +7.8%
367 JAMES HARDIE INDS PLC 31,176 $590K 0.00% +2K +5.0%
368 DGX QUEST DIAGNOSTICS INC Healthcare 3,000 $588K 0.00% -935 -23.8%
369 CASY CASEYS GEN STORES INC Consumer Cyclical 800 $582K 0.00% -93 -10.4%
370 CHWY CHEWY INC Consumer Cyclical 21,500 $580K 0.00% NEW
371 CRNT CERAGON NETWORKS LTD Technology 256,987 $555K 0.00% -336K -56.6%
372 EQIX EQUINIX INC Real Estate 557 $546K 0.00% +204 +57.8%
373 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 3,186 $526K 0.00% -2K -39.2%
374 BSM BLACK STONE MINERALS L P Energy 30,003 $454K 0.00% +8K +34.8%
375 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 7,146 $449K 0.00% NEW
376 ARMK ARAMARK Industrials 11,000 $446K 0.00% -1K -11.9%
377 EXEL EXELIXIS INC Healthcare 10,000 $429K 0.00% -3K -20.4%
378 UGI UGI CORP NEW Utilities 11,701 $426K 0.00% +3K +34.8%
379 LRN STRIDE INC Consumer Defensive 4,268 $376K NEW
380 XGN EXAGEN INC Healthcare 125,242 $376K NEW
381 LUV SOUTHWEST AIRLS CO Industrials 10,000 $376K
382 RJF RAYMOND JAMES FINL INC Financial Services 2,471 $358K +104 +4.4%
383 PHM PULTE GROUP INC Consumer Cyclical 3,031 $356K +772 +34.2%
384 TOL TOLL BROTHERS INC Consumer Cyclical 2,591 $354K -300 -10.4%
385 RS RELIANCE INC Basic Materials 1,074 $326K +275 +34.4%
386 WMB WILLIAMS COS INC Energy 4,334 $315K +1K +34.8%
387 CRH CRH PLC Basic Materials 2,964 $305K -78 -2.6%
388 TAC TRANSALTA CORP Utilities 20,859 $274K +5K +34.8%
389 DCI DONALDSON INC Industrials 3,200 $272K
390 CP CANADIAN PACIFIC KANSAS CITY Industrials 3,382 $266K +866 +34.4%
391 IAU* ISHARES GOLD TR 2,868 $253K -253 -8.1%
392 ENSG ENSIGN GROUP INC Healthcare 1,247 $251K
393 CNI CANADIAN NATL RY CO Industrials 2,400 $247K +620 +34.8%
394 EGP EASTGROUP PPTYS INC Real Estate 1,129 $209K +291 +34.7%
395 RPM RPM INTL INC Basic Materials 1,773 $176K +458 +34.8%
396 AWK AMERICAN WTR WKS CO INC NEW Utilities 616 $84K +158 +34.5%
397 GD GENERAL DYNAMICS CORP Industrials 97 $33K -7K -98.7%
398 ADI ANALOG DEVICES INC Technology 48 $15K -2.0M -100.0%
399 TRGP TARGA RES CORP Energy 21 $5K
400 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 17 $5K +1 +6.2%
401 URI UNITED RENTALS INC Industrials 6 $4K +1 +20.0%
402 VFC V F CORP Consumer Cyclical 255 $4K +54 +26.9%
403 JLL JONES LANG LASALLE INC Real Estate 14 $4K +2 +16.7%
404 TDY TELEDYNE TECHNOLOGIES INC Technology 7 $4K
405 ODFL OLD DOMINION FREIGHT LINE IN Industrials 21 $4K -3 -12.5%
406 LOPE GRAND CANYON ED INC Consumer Defensive 24 $4K
407 WCN WASTE CONNECTIONS INC Industrials 25 $4K +3 +13.6%
408 WPC WP CAREY INC Real Estate 59 $4K
409 STE STERIS PLC Healthcare 18 $4K +3 +20.0%
410 MSA MSA SAFETY INC Industrials 24 $4K
411 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 55 $4K +4 +7.8%
412 RGA REINSURANCE GROUP AMER INC Financial Services 19 $4K
413 CNS COHEN & STEERS INC Financial Services 61 $4K
414 DXCM DEXCOM INC Healthcare 58 $4K
415 MKTX MARKETAXESS HLDGS INC Financial Services 22 $4K
416 CLX CLOROX CO DEL Consumer Defensive 35 $4K NEW
417 DASH DOORDASH INC Communication Services 17 $3K
418 ECL ECOLAB INC Basic Materials 8 $2K -7 -46.7%
419 LPLA LPL FINL HLDGS INC Financial Services 6 $2K -4 -40.0%
420 ALTISOURCE PORTFOLIO SOLUTIO 2,834 $1K
421 ALTISOURCE PORTFOLIO SOLUTIO 2,834 $567
422 LQD CALL ISHARES TR 600,000 NEW
423 IWM CALL ISHARES TR 200,000 NEW
424 IWM PUT ISHARES TR 200,000 NEW
425 XRT CALL SPDR SERIES TRUST 300,000 NEW
Sector Allocation
Technology 33.0%
Basic Materials 13.7%
Healthcare 10.0%
Communication Services 8.5%
Energy 8.3%
Financial Services 8.2%
Consumer Defensive 7.4%
Industrials 6.6%
Real Estate 4.0%
Consumer Cyclical 0.3%