COOKSON PEIRCE & CO INC Q1 2025 Filing

Filed May 13, 2025

Portfolio Value

$2.0T

Holdings

267

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (267 positions)

#StockSharesValue% PortfolioType
201
AJGGALLAGHER ARTHUR J & CO
1,775$612.8M0.03%
202
AVTAVNET INC
12,710$611.2M0.03%
203
ANETARISTA NETWORKS INC
7,846$607.9M0.03%
204
LRCXLAM RESEARCH CORP
8,350$607.0M0.03%
205
NYTNEW YORK TIMES CO
12,142$602.2M0.03%
206
PLDPROLOGIS INC.
5,301$592.6M0.03%
207
ACGLARCH CAP GROUP LTD
6,084$585.2M0.03%
208
IYCISHARES TR
6,418$566.9M0.03%
209
TOLTOLL BROTHERS INC
5,346$564.5M0.03%
210
MTHMERITAGE HOMES CORP
7,940$562.8M0.03%
211
BBYBEST BUY INC
7,631$561.7M0.03%
212
FDXFEDEX CORP
2,274$554.4M0.03%
213
KFYKORN FERRY
8,125$551.1M0.03%
214
LDOSLEIDOS HOLDINGS INC
4,072$549.5M0.03%
215
AMHAMERICAN HOMES 4 RENT
14,359$542.9M0.03%
216
PPGPPG INDS INC
4,862$531.7M0.03%
217
OMFONEMAIN HLDGS INC
10,803$528.1M0.03%
218
IJJISHARES TR
4,306$515.6M0.03%
219
OZKBANK OZK LITTLE ROCK ARK
11,405$495.5M0.02%
220
CFCF INDS HLDGS INC
6,177$482.7M0.02%
221
PGRPROGRESSIVE CORP
1,586$448.9M0.02%
222
TKRTIMKEN CO
6,167$443.2M0.02%
223
IXGISHARES TR
4,295$442.5M0.02%
224
NDQINVESCO QQQ TR
912$427.9M0.02%
225
KKRKKR & CO INC
3,657$422.8M0.02%
226
IVVISHARES TR
745$418.6M0.02%
227
CITCINTAS CORP
2,020$415.2M0.02%
228
CATCATERPILLAR INC
1,126$371.5M0.02%
229
WMTWALMART INC
4,208$369.4M0.02%
230
IEVISHARES TR
6,236$362.9M0.02%
231
XOMEXXON MOBIL CORP
2,949$350.7M0.02%
232
DKSDICKS SPORTING GOODS INC
1,652$333.0M0.02%
233
EXPEAGLE MATLS INC
1,457$323.4M0.02%
234
EVREVERCORE INC
1,522$304.0M0.02%
235
CVXCHEVRON CORP NEW
1,815$303.6M0.02%
236
BILSPDR SER TR
3,275$300.4M0.02%
237
CLSCELESTICA INC
3,760$296.3M0.01%
238
EWCISHARES INC
7,139$290.9M0.01%
239
DECKDECKERS OUTDOOR CORP
2,590$289.6M0.01%
240
WMWASTE MGMT INC DEL
1,186$274.6M0.01%
241
AZNASTRAZENECA PLC
3,633$267.0M0.01%
242
IPAYAMPLIFY ETF TR
4,999$266.0M0.01%
243
HDHOME DEPOT INC
719$263.6M0.01%
244
ESPOVANECK ETF TRUST
3,012$259.9M0.01%
245
ADMAADMA BIOLOGICS INC
13,000$257.9M0.01%
246
ITRIITRON INC
2,442$255.8M0.01%
247
IRMIRON MTN INC DEL
2,919$251.2M0.01%
248
LMTLOCKHEED MARTIN CORP
551$246.1M0.01%
249
CCIVGBPLUCID GROUP INC
100,000$242.0M0.01%
250
VUGVANGUARD INDEX FDS
645$239.2M0.01%
251
IBUYAMPLIFY ETF TR
3,936$236.7M0.01%
252
EQREQUITY RESIDENTIAL
3,286$235.2M0.01%
253
FRPTFRESHPET INC
2,776$230.9M0.01%
254
AQLTISHARES TR
2,987$226.0M0.01%
255
ORCLORACLE CORP
1,615$225.8M0.01%
256
TJXTJX COS INC NEW
1,815$221.1M0.01%
257
IGVISHARES TR
2,416$215.0M0.01%
258
IHEISHARES TR
3,034$214.1M0.01%
259
SCHGSCHWAB STRATEGIC TR
8,411$210.6M0.01%
260
NVONOVO-NORDISK A S
3,000$208.3M0.01%
261
JNJJOHNSON & JOHNSON
1,254$207.9M0.01%
262
EWGISHARES INC
5,533$205.2M0.01%
263
PGXINVESCO EXCH TRADED FD TR II
12,154$136.4M0.01%
264
LCTXLINEAGE CELL THERAPEUTICS IN
250,000$112.9M0.01%
265
SOUNSOUNDHOUND AI INC
10,000$81.2M0.00%
266
NAKNORTHERN DYNASTY MINERALS LT
12,479$14.4M0.00%
267
MSPRWMSP RECOVERY INC
108,900$338K0.00%
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