IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Cassady Schiller Wealth Management, LLC

Q4 2024 Holdings

Filed 2025-02-10 | 1148 holdings | $272.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Renasant Corp(RNST)COM75970E107$822230.0%
FMC Corp(FMC)COM NEW302491303$826170.0%
Tenable Hldgs Inc(TENB)COM88025T102$827210.0%
Alliant Energy Corp(LNT)COM018802108$828140.0%
Invitation Homes Inc(INVH)COM46187W107$831260.0%
Dominos Pizza Inc(DPZ)COM25754A201$84020.0%
Textron Inc(TXT)COM883203101$841110.0%
Comfort SYS USA Inc(FIX)COM199908104$84820.0%
Coherent Corp(COHR)COM19247G107$85390.0%
Biomarin Pharmaceutical Inc(BMRN)COM09061G101$854130.0%
Essex Ppty TR Inc(ESS)COM297178105$85630.0%
Ftai Aviation LTD(FTAI)SHSG3730V105$86460.0%
Itron Inc(ITRI)COM465741106$86980.0%
CDW Corp(CDW)COM12514G108$87050.0%
Installed Bldg Prods Inc(IBP)COM45780R101$87650.0%
Donaldson Inc(DCI)COM257651109$876130.0%
WEX Inc(WEX)COM96208T104$87750.0%
Electronic Arts Inc(EA)COM285512109$87860.0%
ZTO Express Cayman Inc(ZTO)SPONSORED ADS A98980A105$880450.0%
Progyny Inc(PGNY)COM74340E103$880510.0%
Expeditors Intl Wash Inc(EXPD)COM302130109$88680.0%
Brixmor Ppty Group Inc(BRX)COM11120U105$891320.0%
Global X FDS(MILN)MILLENNIAL CONSU37954Y764$899200.0%
Lauder Estee COS Inc(EL)CL A518439104$900120.0%
Packaging Corp Amer(PKG)COM695156109$90140.0%
Madison Square Grdn Sprt COR(MSGS)CL A55825T103$90340.0%
Aptiv PLC(APTV)SHSG6095L109$907150.0%
Murphy Oil Corp(MUR)COM626717102$908300.0%
Saia Inc(SAIA)COM78709Y105$91120.0%
Premier Inc(PINC)CL A74051N102$912430.0%
Cleveland-Cliffs Inc New(CLF)COM185899101$912970.0%
Kennametal Inc(KMT)COM489170100$913380.0%
Nisource Inc(NI)COM65473P105$919250.0%
Flowserve Corp(FLS)COM34354P105$920160.0%
Power Integrations Inc(POWI)COM739276103$926150.0%
Apogee Enterprises Inc(APOG)COM037598109$928130.0%
Central PAC Finl Corp(CPF)COM NEW154760409$930320.0%
Louisiana PAC Corp(LPX)COM546347105$93290.0%
Fastenal Co(FAST)COM311900104$935130.0%
Epam SYS Inc(EPAM)COM29414B104$93540.0%
Ball Corp(BALL)COM058498106$937170.0%
Organon & Co(OGN)COMMON STOCK68622V106$940630.0%
Washington TR Bancorp Inc(WASH)COM940610108$941300.0%
Korn Ferry(KFY)COM NEW500643200$944140.0%
Netstreit Corp(NTST)COM64119V303$948670.0%
DTE Energy Co(DTE)COM233331107$96680.0%
Fidelity Natl Information SV(FIS)COM31620M106$969120.0%
Coterra Energy Inc(CTRA)COM127097103$971380.0%
Retail Opportunity Invts COR(ROICUSD)COM76131N101$972560.0%
Asbury Automotive Group Inc(ABG)COM043436104$97240.0%
PreviousPage 7 of 23Next