MondegarAI
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO

Q4 2024 · 13F-HR

PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADOholdings as filed

Filed 2025-02-14 · accession 0000315297-25-000003

$25.2M
Reported value
1,925
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 1925

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$1.8M7.32%7,362,969CommonSOLE
67066G104NVDANVIDIA CORP$1.7M6.65%12,469,062CommonSOLE
594918104MSFTMICROSOFT CORP$1.5M6.14%3,668,944CommonSOLE
023135106AMZNAMAZON.COM INC$1.2M4.89%5,617,182CommonSOLE
02079K305GOOGLALPHABET INC CL A$1.0M4.14%5,505,957CommonSOLE
30303M102METAMETA PLATFORMS INC - CL A$718,3392.85%1,226,860CommonSOLE
92826C839VVISA INC CLASS A$469,3481.86%1,485,091CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$439,0211.74%1,831,468CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORP$424,3941.69%463,176CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$423,4071.68%837,005CommonSOLE
931142103WMTWALMART INC$397,6481.58%4,401,195CommonSOLE
79466L302CRMSALESFORCE.COM INC$354,6591.41%1,060,805CommonSOLE
88160R101TSLATESLA INC$350,9681.39%869,077CommonSOLE
68389X105ORCLORACLE CORPORATION$329,2641.31%1,975,901CommonSOLE
30231G102XOMEXXON MOBIL CORPORATION$313,1491.24%2,911,118CommonSOLE
09290D101BLKBLCKRCK INC$293,9901.17%286,789CommonSOLE
11135F101AVGOBROADCOM INC$293,3471.16%1,265,301CommonSOLE
025816109AXPAMERICAN EXPRESS CO$274,9351.09%926,363CommonSOLE
00B4BNMY3ACCENTURE PLC-CL A$250,4650.99%711,974CommonSOLE
58933Y105MRKMERCK & CO INC$228,1460.91%2,293,388CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$226,4710.90%1,319,916CommonSOLE
617446448MSMORGAN STANLEY$223,8750.89%1,780,745CommonSOLE
000S9YS76LINDE PLC NEW$223,3990.89%533,592CommonSOLE
57636Q104MAMASTERCARD INC - CLASS A$205,5120.82%390,285CommonSOLE
98978V103ZTSZOETIS INC$193,3500.77%1,186,703CommonSOLE
437076102HDHOME DEPOT INC$192,7560.77%495,530CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE INC$192,6530.77%1,292,884CommonSOLE
742718109PGPROCTER & GAMBLE CO$185,6740.74%1,107,509CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$169,5870.67%498,889CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$168,5550.67%418,563CommonSOLE
002824100ABTABBOTT LABORATORIES$153,9850.61%1,361,371CommonSOLE
37045V100GMGENERAL MOTORS CO$150,5990.60%2,827,086CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR SP A$149,0650.59%754,800CommonSOLE
55354G100MSCIMSCI INC CL A$148,8330.59%248,051CommonSOLE
26875P101EOGEOG RESOURCES INC$147,8890.59%1,206,470CommonSOLE
67103H107ORLYO'REILLY AUTOMOTIVE INC$147,7410.59%124,592CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$144,0100.57%276,820CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$143,1300.57%1,602,436CommonSOLE
235851102DHRDANAHER CORP$131,5710.52%573,168CommonSOLE
29444U700EQIXEQUINIX INC$131,4050.52%139,364CommonSOLE
882508104TXNTEXAS INSTRUMENTS INC$131,1820.52%699,601CommonSOLE
02079K107GOOGALPHABET INC CL C$128,5600.51%675,068CommonSOLE
032095101APHAMPHENOL CORP CL A$127,8360.51%1,840,694CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS NV$121,7450.48%585,734CommonSOLE
58733R102MELIMERCADOLIBRE INC$116,9650.46%68,785CommonSOLE
573874104MRVLMARVELL TECH$112,6510.45%1,019,929CommonSOLE
369604301GEGENERAL ELECTRIC CO$110,0840.44%660,013CommonSOLE
004432874CHUBB LTD$109,9520.44%397,945CommonSOLE
482480100KLACKLA CORP$102,4510.41%162,589CommonSOLE
655844108NSCNORFOLK SOUTHERN CORP$99,5240.40%424,048CommonSOLE
00B8KQN82EATON CORP PLC$97,1530.39%292,745CommonSOLE
H01301128ALCALCON INC$88,4070.35%1,041,428CommonSOLE
142339100CSLCARLISLE COS INC$86,1960.34%233,695CommonSOLE
855244109SBUXSTARBUCKS CORP$85,0970.34%932,565CommonSOLE
532457108LLYELI LILLY & CO$83,8420.33%108,604CommonSOLE
571903202MARMARRIOTT INTERNATIONAL CL A$80,8610.32%289,888CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC CL B$80,2890.32%177,128CommonSOLE
00BY7QL61JOHNSON CONTROLS INTERNATIONAL PLC$79,4470.32%1,006,552CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL$78,9880.31%1,309,911CommonSOLE
12626K203CRH PLC$75,3250.30%814,146CommonSOLE
00724F101ADBEADOBE INC$72,9410.29%164,030CommonSOLE
369550108GDGENERAL DYNAMICS CORP$72,4700.29%275,039CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC$67,2910.27%1,173,337CommonSOLE
172908105CTASCINTAS CORP$66,8660.27%365,988CommonSOLE
45167R104IEXIDEX CORP$65,4220.26%312,591CommonSOLE
759351604RGAREINSURANCE GROUP OF AMERICA INC$62,0090.25%290,262CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC CL A$61,6730.24%223,916CommonSOLE
74340W103PLDPROLOGIS INC (NEW)$61,6280.24%583,047CommonSOLE
46266C105IQVIQVIA HOLDINGS INC$60,7350.24%309,070CommonSOLE
23331A109DHID R HORTON INC$52,4900.21%375,413CommonSOLE
64110L106NFLXNETFLIX INC$51,3030.20%57,559CommonSOLE
478160104JNJJOHNSON & JOHNSON CO$46,5340.18%321,765CommonSOLE
00287Y109ABBVABBVIE INC$42,1780.17%237,356CommonSOLE
231561101CWCURTISS-WRIGHT CORP$41,6220.17%117,287CommonSOLE
87612G101TRGPTARGA RESOURCES CORP$41,1870.16%230,738CommonSOLE
40415F101HDBHDFC BANK LTD-ADR$41,1530.16%644,420CommonSOLE
060505104BACBANK OF AMERICA CORP$41,0280.16%933,512CommonSOLE
45826H109ITGRINTEGER HOLDINGS CORP$37,3790.15%282,065CommonSOLE
23804L103DDOGDATADOG INC$36,1850.14%253,238CommonSOLE
03852U106ARMKARAMARK$34,2850.14%918,910CommonSOLE
191216100KOCOCA-COLA CO$34,1450.14%548,424CommonSOLE
303250104FICOFAIR ISAAC CORPORATION$33,9150.13%17,035CommonSOLE
166764100CVXCHEVRON CORP$33,8070.13%233,406CommonSOLE
88146M101TRNOTERRENO REALTY CORP$33,7730.13%571,064CommonSOLE
441593100HLIHOULIHAN LOKEY INC$33,5590.13%193,246CommonSOLE
75524B104RBCRBC BEARINGS INC$33,5210.13%112,057CommonSOLE
358039105FRPTFRESHPET INC$33,1690.13%223,946CommonSOLE
199908104FIXCOMFORT SYSTEMS USA INC$32,9280.13%77,650CommonSOLE
874054109TTWOTAKE TWO INTERACTIVE SOFTWARE$32,5760.13%176,965CommonSOLE
12504L109CBRECBRE GROUP INC$32,3700.13%246,552CommonSOLE
912008109USFDUS FOODS HOLDING CORP$32,3180.13%479,064CommonSOLE
249906108DSGXDESCARTES SYSTEMS GROUP INC$32,1290.13%282,827CommonSOLE
949746101WMT2WELLS FARGO & CO$32,0460.13%456,235CommonSOLE
626755102MUSAMURPHY USA INC$31,8160.13%63,411CommonSOLE
191098102COKECOCACOLA CNSLD INC$31,7090.13%25,166CommonSOLE
17275R102CSCOCISCO SYSTEMS INC$31,5500.13%532,934CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT INC$31,4130.12%242,574CommonSOLE
607828100MODMODINE MANUFACTURING CO$30,9830.12%267,255CommonSOLE
929160109VMCVULCAN MATERIALS CO$30,5920.12%118,928CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$30,5690.12%448,492CommonSOLE
631103108NDAQNASDAQ INC$30,5090.12%394,626CommonSOLE
45687V106IRINGERSOLL-RAND INC$30,3760.12%335,793CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$29,9770.12%51,985CommonSOLE
11133T103BRBROADRIDGE FINANCIAL SOLUTIONS LLC$29,8760.12%132,140CommonSOLE
81762P102NOWSERVICENOW INC$29,5180.12%27,844CommonSOLE
443573100HUBSHUBSPOT INC$29,3580.12%42,134CommonSOLE
004498101ACIWACI WORLDWIDE INC$29,0560.12%559,734CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$28,7810.11%170,726CommonSOLE
852234103XYZBLOCK INC$28,5730.11%336,195CommonSOLE
109194100BFAMBRIGHT HORIZONS FAMILY SOLUTIONS INC$28,4210.11%256,390CommonSOLE
296315104ESEESCO TECHNOLOGIES INC$28,3620.11%212,910CommonSOLE
049560105ATOATMOS ENERGY CORP$28,3580.11%203,619CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$28,2240.11%156,426CommonSOLE
512816109LAMRLAMAR ADVERTISING CO$27,9300.11%229,422CommonSOLE
580135101MCDMCDONALDS CORP$27,7370.11%95,680CommonSOLE
379577208GMEDGLOBUS MEDICAL INC$27,5470.11%333,053CommonSOLE
713448108PEPPEPSICO INC$27,5150.11%180,951CommonSOLE
229663109CUBECUBESMART$27,5080.11%641,950CommonSOLE
892672106TWTRADEWEB MARKETS INC$27,2690.11%208,284CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHINE CORP$27,2460.11%123,939CommonSOLE
92538J106VERXVERTEX INC$27,2230.11%510,267CommonSOLE
254687106DISWALT DISNEY CO$27,1060.11%243,434CommonSOLE
749685103RPMRPM INTERNATIONAL INC$26,9770.11%219,216CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$26,9680.11%58,104CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$26,2900.10%217,652CommonSOLE
892356106TSCOTRACTOR SUPPLY COMPANY$26,1900.10%493,595CommonSOLE
28618M106ESIELEMENT SOLUTIONS$26,1190.10%1,027,102CommonSOLE
67000B104NOVTNOVANTA INC$25,7260.10%168,396CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$25,6520.10%101,335CommonSOLE
124805102CBZCBIZ INC$25,5060.10%311,696CommonSOLE
69047Q102OVVOVINTIV INC$25,4220.10%627,704CommonSOLE
718172109PMPHILIP MORRIS INTERNATIONAL INC$25,3570.10%210,693CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$25,0570.10%48,006CommonSOLE
127203107WHDCACTUS INC$24,9710.10%427,871CommonSOLE
084423102WRBWR BERKLEY CORP$24,8470.10%424,591CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$24,2340.10%42,322CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$24,2070.10%89,576CommonSOLE
775711104ROLROLLINS INC$23,8490.09%514,533CommonSOLE
461202103INTUINTUIT$23,8130.09%37,889CommonSOLE
576485205MTDRMATADOR RESOURCES CO$23,7770.09%422,633CommonSOLE
426281101JKHYHENRY JACK & ASSOCIATES$23,6400.09%134,853CommonSOLE
149123101CATCATERPILLAR INC$23,6010.09%65,059CommonSOLE
203607106CBUCOMMUNITY BANK SYSTEM INC$23,5050.09%381,087CommonSOLE
09227Q100BLKBBLACKBAUD INC$23,3610.09%316,037CommonSOLE
78351F107RYANRYAN SPECIALTY GROUP HOLDINGS INC$23,3540.09%363,994CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$23,3450.09%205,486CommonSOLE
122017106BURLBURLINGTON STORES INC$23,3040.09%81,751CommonSOLE
25754A201DPZDOMINO'S PIZZA INC$23,1900.09%55,245CommonSOLE
197236102COLBCOLUMBIA BANKING SYSTEM INC$23,1050.09%855,411CommonSOLE
G8473T100STESTERIS PLC$23,1050.09%112,400CommonSOLE
125896100CMSCMS ENERGY CORP$23,0370.09%345,637CommonSOLE
30214U102EXPOEXPONENT INC$23,0350.09%258,525CommonSOLE
747525103QCOMQUALCOMM INC$22,8790.09%148,931CommonSOLE
537008104LFUSLITTELFUSE INC$22,7820.09%96,678CommonSOLE
55405Y100MTSIMACOM TECHNOLOGY SOLUTIONS HOLDINGS INC$22,6430.09%174,295CommonSOLE
216648501COOCOOPER COS INC/THE$22,5110.09%244,866CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$22,4970.09%562,566CommonSOLE
12503M108CBOECBOE GLOBAL MARKETS INC$22,4900.09%115,099CommonSOLE
359694106FULH B FULLER CO$22,2950.09%330,389CommonSOLE
077454106BDCBELDEN INC$22,2940.09%197,971CommonSOLE
72346Q104PINNACLE FINANCIAL PARTNERS INC$22,2710.09%194,696CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$22,2590.09%4,480CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC C$22,2420.09%212,412CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HOLDINGS INC$22,1410.09%292,172CommonSOLE
00206R102TAT&T INC$21,8760.09%960,728CommonSOLE
320817109FRMEFIRST MERCHANTS CORP$21,7930.09%546,322CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$21,7650.09%116,586CommonSOLE
579780206MKCMCCORMICK & CO NON VTG SHRS$21,6130.09%283,485CommonSOLE
78409V104SPGIS&P GLOBAL INC$21,5010.09%43,173CommonSOLE
683344105ONTOONTO INNOVATION INC$21,3240.08%127,939CommonSOLE
116794108BRKRBRUKER CORP$20,9020.08%356,575CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$20,8350.08%275,485CommonSOLE
75513E101RTXRAYTHEON TECHNOLOGIES CORP$20,6930.08%178,820CommonSOLE
229899109CFRCULLEN FROST BANKERS INC$20,2830.08%151,086CommonSOLE
717081103PFEPFIZER INC$20,2110.08%761,824CommonSOLE
577933104MMSMAXIMUS INC$20,1980.08%270,566CommonSOLE
410867105THGHANOVER INSURANCE GROUP INC$19,8910.08%128,613CommonSOLE
65339F101NEENEXTERA ENERGY INC$19,8450.08%276,823CommonSOLE
384109104GGGGRACO INC$19,7100.08%233,838CommonSOLE
438516106HONHONEYWELL INTERNATIONAL INC$19,6620.08%87,044CommonSOLE
436440101HO1HOLOGIC INC$19,6240.08%272,215CommonSOLE
682189105ONON SEMICONDUCTOR CORP$19,5190.08%309,573CommonSOLE
609839105MPWRMONOLITHIC POWER SYSTEMS INC$19,4980.08%32,952CommonSOLE
05368V106AVNTAVIENT CORP$19,4580.08%476,211CommonSOLE
172062101CINFCINCINNATI FINANCIAL CORP$19,2490.08%133,952CommonSOLE
20030N101CMCSACOMCAST CORP-CL A$19,2380.08%512,600CommonSOLE
115236101BROBROWN & BROWN INC$19,1070.08%187,291CommonSOLE
743315103PGRPROGRESSIVE CORP$18,9560.08%79,112CommonSOLE
031162100AMGNAMGEN INC$18,8020.07%72,138CommonSOLE
548661107LOWLOWES COMPANIES INC$18,6600.07%75,608CommonSOLE
907818108UNPUNION PACIFIC CORP$18,5330.07%81,269CommonSOLE
45780R101IBPINSTALLED BUILDING PRODUCTS INC$18,5070.07%105,603CommonSOLE
29109X106AZPN1USDASPEN TECH$18,4300.07%73,831CommonSOLE
268150109DTDYNATRACE INC$18,3420.07%337,475CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP$18,2450.07%775,742CommonSOLE
872540109TJXTJX COMPANIES INC$18,0830.07%149,679CommonSOLE
816300107SIGISELECTIVE INSURANCE GROUP$18,0810.07%193,336CommonSOLE
038222105AMATAPPLIED MATERIALS INC$17,9470.07%110,352CommonSOLE
172967424CCITIGROUP INC$17,8260.07%253,252CommonSOLE
78463M107SPSCSPS COMMERCE INC$17,7610.07%96,533CommonSOLE
302520101FNBFNB CORP$17,6880.07%1,196,720CommonSOLE
20825C104COPCONOCOPHILLIPS$17,5290.07%176,759CommonSOLE
714046109RVTYPERKINELMER INC$17,5080.07%156,864CommonSOLE
42330P107HLXHELIX ENERGY SOLUTIONS GROUP$17,4620.07%1,873,615CommonSOLE
097023105BABOEING CO$17,4290.07%98,468CommonSOLE
053611109AVYAVERY DENNISON CORP$17,3650.07%92,794CommonSOLE
747316107KWRQUAKER CHEM CORP$17,1460.07%121,811CommonSOLE
IEBFRT3W7ALLEGION PLC$17,1310.07%131,090CommonSOLE
445658107JBHTHUNT J B TRANSPORT SVCS INC$17,0440.07%99,871CommonSOLE
09260D107BXBLACKSTONE GROUP INC$16,8260.07%97,588CommonSOLE
759916109RGENREPLIGEN CORP$16,7280.07%116,214CommonSOLE
69370C100PTCPTC INC$16,7060.07%90,860CommonSOLE
863667101SYKSTRYKER CORP$16,5280.07%45,906CommonSOLE
955306105WSTWEST PHARMACEUTICAL SERVICES$16,2870.06%49,722CommonSOLE
03071H100AMSFAMERISAFE INC$16,2140.06%314,583CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING INC$16,1020.06%55,006CommonSOLE
70975L107PENPENUMBRA INC$16,0420.06%67,550CommonSOLE
808513105SCHWSCHWAB (CHARLES) CORP$16,0130.06%216,365CommonSOLE
0015001WMQIAGEN NV$16,0110.06%359,564CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$16,0070.06%87,972CommonSOLE
337738108FISVFISERV INC$15,9240.06%77,520CommonSOLE
040413205ANETARISTA NETWORKS INC$15,9200.06%144,032CommonSOLE
739276103POWIPOWER INTEGRATIONS INC$15,8500.06%256,884CommonSOLE
872590104TMUST-MOBILE US INC$15,7010.06%71,133CommonSOLE
743606105PBPROSPERITY BANCSHARES INC$15,6890.06%208,211CommonSOLE
09073M104TECHBIO-TECHNE CORP$15,5760.06%216,246CommonSOLE
375558103GILDGILEAD SCIENCES INC$15,4920.06%167,714CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$15,4750.06%273,602CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$15,4390.06%255,957CommonSOLE
407497106HLNEHAMILTON LANE INC$15,2250.06%102,840CommonSOLE
244199105DEDEERE & CO$14,8080.06%34,950CommonSOLE
518415104LSCCLATTICE SEMICONDUCTOR CORP$14,5310.06%256,499CommonSOLE
29670G102WTRGESSENTIAL UTILITIES INC$14,4120.06%396,797CommonSOLE
57060D108MKTXMARKETAXESS HOLDINGS INC$14,2830.06%63,186CommonSOLE
73278L105POOLPOOL CORP$14,1930.06%41,630CommonSOLE
032654105ADIANALOG DEVICES INC$14,0910.06%66,321CommonSOLE
571748102MRSHMARSH & MC LENNAN CO$13,9860.06%65,846CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$13,9180.06%28,642CommonSOLE
00BTN1Y11MEDTRONIC PLC$13,5460.05%169,584CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY SA$13,1080.05%29,300CommonSOLE
421298100HAYWHAYWARD HOLDINGS INC$12,9200.05%844,966CommonSOLE
595112103MUMICRON TECH INC$12,5810.05%149,489CommonSOLE
48251W104KKRKKR & CO INC$12,5730.05%85,002CommonSOLE
512807306LRCXLAM RESEARCH CORP$12,5410.05%173,626CommonSOLE
25787G100DFINDONNELLEY FINANCIAL SOLUTIONS INC$12,4360.05%198,239CommonSOLE
800422107JBSSJOHN B. SANFILIPPO & SON$12,3660.05%141,964CommonSOLE
36828A101GEVGE VERNOVA$12,3120.05%37,431CommonSOLE
911312106UPSUNITED PARCEL SERVICE CL B$12,2620.05%97,244CommonSOLE
02209S103MOALTRIA GROUP INC.$12,1210.05%231,808CommonSOLE
654106103NKENIKE INC CL B$12,0770.05%159,596CommonSOLE
842587107SOSOUTHERN COMPANY$12,0740.05%146,672CommonSOLE
26856L103ELFE.L.F. BEAUTY, INC.$11,6000.05%92,391CommonSOLE
529043101LXPUSDLEXINGTON CORPORATE PROPERTIES TRUST$11,5680.05%1,424,667CommonSOLE
458140100INTCINTEL CORP$11,5490.05%576,014CommonSOLE
03027X100AMTAMERICAN TOWER CORP$11,5410.05%62,925CommonSOLE
12572Q105CMECME GROUP INC$11,3350.05%48,809CommonSOLE
036752103ELVANTHEM INC$11,2850.04%30,590CommonSOLE
70450Y103PYPLPAYPAL HOLDINGS, INC.$11,2030.04%131,265CommonSOLE
127387108CDNSCADENCE DESIGN SYS INC$11,1100.04%36,976CommonSOLE
26441C204DUKDUKE ENERGY CORP$11,0400.04%102,473CommonSOLE
701094104PHPARKER HANNIFIN CORP$11,0290.04%17,340CommonSOLE
00BK9ZQ96TRANE TECHNOLOGIES PLC$10,9770.04%29,721CommonSOLE
94106L109WMWASTE MANAGEMENT INC$10,8130.04%53,587CommonSOLE
22788C105CRWDCROWDSTRIKE HOLDINGS INC$10,7780.04%31,501CommonSOLE
98980G102ZSZSCALER INC$10,7570.04%59,624CommonSOLE
95040Q104WELLWELLTOWER INC$10,6140.04%84,220CommonSOLE
609207105MDLZMONDELEZ INTERNATIONAL INC$10,5590.04%176,771CommonSOLE
942622200WSOWATSCO INC$10,4310.04%22,011CommonSOLE
125523100CICIGNA CORP$10,4230.04%37,744CommonSOLE
615369105MCOMOODY'S CORPORATION$10,3580.04%21,881CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$10,3520.04%14,532CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$10,3440.04%22,378CommonSOLE
871607107SNPSSYNOPSYS INC$10,1270.04%20,865CommonSOLE
693475105PNCPNC FINANCIAL SERVICES GROUP$10,0760.04%52,250CommonSOLE
58155Q103MCKMCKESSON HBOC INC$10,0050.04%17,555CommonSOLE
902973304USBU S BANCORP$9,8810.04%206,586CommonSOLE
452308109ITWILLINOIS TOOL WORKS INC$9,7180.04%38,325CommonSOLE
88579Y101MMM3M CO$9,6120.04%74,461CommonSOLE
89055F103BLDTOPBUILD CORP$9,6040.04%30,847CommonSOLE
893641100TDGTRANSDIGM GROUP INC$9,5740.04%7,555CommonSOLE
291011104EMREMERSON ELECTRIC CO$9,5670.04%77,199CommonSOLE
221006109CRVLCORVEL CORP$9,5050.04%85,434CommonSOLE
21037T109CEGCONSTELL ENE$9,4970.04%42,454CommonSOLE
G0403H108AONAON PLC$9,4210.04%26,232CommonSOLE
194162103CLCOLGATE-PALMOLIVE CO$9,2110.04%101,319CommonSOLE
14040H105COFCAPITAL ONE FINANCIAL CORP$9,2090.04%51,645CommonSOLE
03769M106APOAPOLLO GL MGMT$9,0860.04%55,012CommonSOLE
969457100WMBWILLIAMS COMPANIES INC$8,9840.04%166,000CommonSOLE
363576109AJGARTHUR J GALLAGHER & CO$8,8570.04%31,203CommonSOLE
31428X106FDXFEDEX CORP$8,8550.04%31,477CommonSOLE
009158106APDAIR PRODUCTS & CHEMICALS INC$8,7710.03%30,242CommonSOLE
075887109BDXBECTON DICKINSON AND CO$8,6270.03%38,028CommonSOLE
052769106ADSKAUTODESK INC$8,6050.03%29,112CommonSOLE
87612E106TGTTARGET CORP$8,4680.03%62,641CommonSOLE
34959E109FTNTFORTINET INC$8,4060.03%88,966CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$8,3470.03%17,786CommonSOLE
126408103CSXCSX CORP$8,2680.03%256,201CommonSOLE
43300A203HLTHILTON WORLDWIDE HOLDINGS INC$8,1510.03%32,979CommonSOLE
655663102NDSNNORDSON CORP$8,0540.03%38,492CommonSOLE
640491106NEOGNEOGEN CORP$7,9740.03%656,824CommonSOLE
278865100ECLECOLAB INC$7,9640.03%33,987CommonSOLE
009066101ABNBAIRBNB INC$7,8010.03%59,362CommonSOLE
89832Q109TFCTRUIST FINANCIAL CORP$7,7620.03%178,926CommonSOLE
064058100BKBANK OF NEW YORK MELLON CORP$7,7230.03%100,519CommonSOLE
253868103DLRDIGITAL REALTY TRUST INC$7,7050.03%43,452CommonSOLE
40412C101HCAHCA HEALTHCARE INC$7,6990.03%25,650CommonSOLE
126650100CVSCVS HEALTH CORP$7,6140.03%169,617CommonSOLE
09739D100BCCBOISE CASCADE CO$7,5660.03%63,652CommonSOLE
001055102AFLAFLAC INC$7,5310.03%72,804CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$7,5250.03%31,239CommonSOLE
14448C104CARRCARRIER GLOBAL CORP$7,5110.03%110,030CommonSOLE
49456B101KMIKINDER MORGAN INC$7,4980.03%273,654CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$7,4870.03%14,402CommonSOLE
98138H101WDAYWORKDAY INC$7,4840.03%29,006CommonSOLE
81141R100SESEA LTD$7,4720.03%70,423CommonSOLE
828806109SPGSIMON PROPERTY GROUP INC$7,4590.03%43,311CommonSOLE
693718108PCARPACCAR INC$7,4560.03%71,683CommonSOLE
816851109SRESEMPRA ENERGY$7,3980.03%84,331CommonSOLE
35671D857FCXFREEPORT MCMORAN INC$7,3600.03%193,280CommonSOLE
053332102AZOAUTOZONE INC$7,3490.03%2,295CommonSOLE
806857108SLBSCHLUMBERGER LTD$7,2340.03%188,687CommonSOLE
03076C106AMPAMERIPRIS FIN INC$7,1630.03%13,453CommonSOLE
88339J105TTDTRADE DESK INC-A$7,1470.03%60,811CommonSOLE
71424F105PRPERMIAN RESOURCES CORP$6,9590.03%483,943CommonSOLE
020002101ALLALLSTATE CORP$6,9370.03%35,984CommonSOLE
03831W108APPAPPLOVIN CORP$6,7750.03%20,923CommonSOLE
217204106CPRTCOPART INC$6,7600.03%117,790CommonSOLE
76169C100REXRREXFORD INDUSTRIAL REALTY INC$6,7000.03%173,295CommonSOLE
25809K105DASHDOORDASH INC$6,6690.03%39,757CommonSOLE
778296103ROSTROSS STORES INC$6,6230.03%43,781CommonSOLE
16411R208LNGCHENIERE ENERGY INC$6,5780.03%30,614CommonSOLE
025537101AEPAMER ELEC PWR CO INC$6,5650.03%71,180CommonSOLE
59156R108METMETLIFE INC$6,4810.03%79,149CommonSOLE
718546104PSXPHILLIPS 66$6,4780.03%56,856CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$6,4750.03%26,076CommonSOLE
231021106CMICUMMINS INC$6,4440.03%18,484CommonSOLE
74460D109PSAPUBLIC STORAGE$6,3510.03%21,211CommonSOLE
833445109SNOWSNOWFLAKE INC$6,3450.03%41,094CommonSOLE
56585A102MPCMARATHON PETROLEUM CORP$6,3110.03%45,238CommonSOLE
756109104OREALTY INCOME CORP$6,2010.02%116,095CommonSOLE
704326107PAYXPAYCHEX INC$6,1670.02%43,982CommonSOLE
25746U109DDOMINION ENERGY INC$6,1060.02%113,367CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CP$6,0870.02%82,221CommonSOLE
682680103OKEONEOK INC$5,9900.02%59,660CommonSOLE
31620M106FISFIDELITY NATIONAL INFORMATION SVCS INC$5,9500.02%73,670CommonSOLE
760759100RSGREPUBLIC SERVICES INC$5,8720.02%29,188CommonSOLE
651639106NEMNEWMONT CORP$5,7890.02%155,541CommonSOLE
000886286ROYAL CARIBBEAN CRUISES LTD$5,7780.02%25,048CommonSOLE
494368103KMBKIMBERLY CLARK CORP$5,7600.02%43,957CommonSOLE
026874784AIGAMERICAN INTERNATIONAL GROUP INC$5,7580.02%79,091CommonSOLE
550021109LULULULULEMON ATHLETICA INC$5,7420.02%15,016CommonSOLE
744573106PEGPUBLIC SERVICE ENTERPRISE GP$5,6870.02%67,309CommonSOLE
000IVNQZ8TELCONN$5,6720.02%39,674CommonSOLE
744320102PRUPRUDENTIAL FINANCIAL INC$5,5880.02%47,148CommonSOLE
501044101KRKROGER CO$5,5860.02%91,356CommonSOLE
49177J102KVUEKENVUE INC$5,5700.02%260,881CommonSOLE
535919401LGFEURLIONS GATE ENTERTAINMENT CORP CL A$5,5080.02%645,020CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES$5,4050.02%25,706CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP$5,3830.02%102,424CommonSOLE
03073E105CORAMERISOURCEBERGEN CORP$5,3510.02%23,814CommonSOLE
219350105GLWCORNING INC$5,3400.02%112,367CommonSOLE
22052L104CTVACORTEVA INC$5,3170.02%93,338CommonSOLE
049468101TEAMATLASSIAN CORP$5,3110.02%21,823CommonSOLE
91913Y100VLOVALERO ENERGY CORP$5,3030.02%43,254CommonSOLE
594972408MSTRMICROSTRATEGY INC CL A$5,2940.02%18,280CommonSOLE
22822V101CCICROWN CASTLE INTL CORP$5,2630.02%57,990CommonSOLE
345370860FFORD MOTOR CO$5,2070.02%525,922CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$5,1770.02%38,534CommonSOLE
192446102CTSHCOGNIZANT TECH SOLUTIONS CORP CL A$5,1460.02%66,923CommonSOLE
42809H107HESHESS CORPORATION$5,0030.02%37,613CommonSOLE
285512109EAELECTRONIC ARTS INC$4,9850.02%34,077CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$4,9780.02%43,194CommonSOLE
871829107SYYSYSCO CORP$4,9560.02%64,820CommonSOLE
21036P108STZCONSTELLATION BRANDS INC CL A$4,9220.02%22,270CommonSOLE
30161N101EXCEXELON CORP$4,9170.02%130,640CommonSOLE
881624209TEVATEVA PHARMACEUTICAL-SP ADR$4,8450.02%219,826CommonSOLE
92840M102VSTVISTRA ENERGY CORP$4,8330.02%35,052CommonSOLE
988498101YUMYUM! BRANDS INC$4,8060.02%35,826CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$4,7380.02%51,159CommonSOLE
00BWT6H89FLUTTER ENTERTAINMENT PLC$4,6910.02%18,152CommonSOLE
911363109URIUNITED RENTALS INC$4,6630.02%6,620CommonSOLE
370334104GISGENERAL MILLS INC$4,6560.02%73,009CommonSOLE
36266G107GEHCGE HLTHCARE$4,6360.02%59,294CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$4,6090.02%143,485CommonSOLE
74762E102QUREQUANTA SERVICES INC$4,5890.02%14,520CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE$4,5710.02%25,913CommonSOLE
384802104GWWGRAINGER W W INC$4,5500.02%4,317CommonSOLE
45168D104IDXXIDEXX LABORATORIES INC$4,4970.02%10,878CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$4,4870.02%27,390CommonSOLE
254709108DFSEURDISCOVER FINANCIAL SERVICES$4,4630.02%25,761CommonSOLE
05464C101AXONAXON ENTERPRISE INC$4,4140.02%7,427CommonSOLE
443201108HWMHOWMET AEROSPACE INC$4,3470.02%39,742CommonSOLE
40434L105HPQHP INC$4,3190.02%132,360CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$4,3110.02%28,820CommonSOLE
15135B101CNCCENTENE CORP$4,2830.02%70,699CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC CL A$4,2770.02%12,478CommonSOLE
252131107DXCMDEXCOM INC$4,1920.02%53,899CommonSOLE
311900104FASTFASTENAL CO$4,1840.02%58,182CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$4,1770.02%54,780CommonSOLE
031100100AMEAMETEK INC$4,1760.02%23,165CommonSOLE
674599105OXYOCCIDENTAL PETRO COR$4,1470.02%83,929CommonSOLE
444859102HUMHUMANA INC$4,1180.02%16,232CommonSOLE
05722G100BKRBAKER HUGHES CO$4,1140.02%100,291CommonSOLE
001082411CHECK POINT SOFTWARE TECH$4,0550.02%21,720CommonSOLE
69331C108PCGPG & E CORP$3,9460.02%195,524CommonSOLE
260557103DOWDOW INC$3,8170.02%95,114CommonSOLE
209115104EDCONSOLIDATED EDISON INC$3,7670.01%42,215CommonSOLE
98389B100XELXCEL ENERGY INC$3,7670.01%55,789CommonSOLE
670346105NUENUCOR CORP$3,7070.01%31,763CommonSOLE
366651107ITGARTNER INC$3,6500.01%7,535CommonSOLE
31488V107FERGFRGSN ENT$3,5250.01%20,309CommonSOLE
G0450A105ACGLARCH CAPITAL GROUP LTD$3,5240.01%38,163CommonSOLE
500754106KHCKRAFT HEINZ CO$3,4860.01%113,517CommonSOLE
N00985106AERAERCAP HOLDINGS$3,4090.01%35,618CommonSOLE
427866108HSYHERSHEY CO$3,3980.01%20,067CommonSOLE
761152107RMDRESMED INC$3,3940.01%14,841CommonSOLE
526057104LENLENNAR CORP CL A$3,3800.01%24,789CommonSOLE
929740108WABWABTEC CORP$3,3310.01%17,571CommonSOLE
03990B101ARESARES MANAGEMENT CORP$3,3290.01%18,805CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$3,3250.01%11,633CommonSOLE
18915M107NETCLOUDFLARE INC$3,3120.01%30,755CommonSOLE
416515104HIGHARTFORD FINANCIAL SVCS GRP$3,2820.01%30,003CommonSOLE
011440532GARMIN LTD$3,2760.01%15,883CommonSOLE
922475108VEEVVEEVA SYSTEMS INC$3,2430.01%15,424CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC$3,2060.01%10,236CommonSOLE
46284V101IRMIRON MOUNTAIN INC$3,1710.01%30,171CommonSOLE
29364G103ETRENTERGY CORP$3,1510.01%41,560CommonSOLE
294429105EFXEQUIFAX INC$3,1420.01%12,329CommonSOLE
754730109RJFRAYMOND JAMES FINANCIAL CORP$3,1360.01%20,190CommonSOLE
55261F104MTBM & T BANK CORPORATION$3,1190.01%16,589CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$3,0930.01%15,231CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$3,0760.01%13,073CommonSOLE
281020107EIXEDISON INTERNATIOAL$3,0570.01%38,291CommonSOLE
573284106MLMMARTIN MARIETTA MATERIALS$3,0550.01%5,915CommonSOLE
053484101AVBAVALONBAY COMMUNITIES INC$3,0070.01%13,668CommonSOLE
278642103EBAYEBAY INC$2,9800.01%48,103CommonSOLE
03662Q105AKXANSYS INC$2,9700.01%8,803CommonSOLE
22160N109CSGPCOSTAR GROUP INC$2,9640.01%41,399CommonSOLE
09062X103BIIBBIOGEN INC$2,9120.01%19,043CommonSOLE
857477103STTSTATE STREET CORP$2,8950.01%29,493CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$2,8860.01%24,405CommonSOLE
G8267P108SWSMURFIT WEST-ROCK PLC$2,8770.01%53,413CommonSOLE
00BDCPN04COCA-COLA EUROPEAN PARTNERS PLC$2,8500.01%37,107CommonSOLE
92939U106WECWEC ENERGY GROUP INC$2,8270.01%30,059CommonSOLE
380237107GDDYGODADDY INC$2,7920.01%14,147CommonSOLE
37940X102GPNGLOBAL PAYMENTS INC$2,7800.01%24,809CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE COMPANY$2,7790.01%130,163CommonSOLE
98419M100XYLXYLEM INC$2,7620.01%23,807CommonSOLE
001133446CYBERARK SOFTWARE LTD$2,7540.01%8,268CommonSOLE
E013P0102ONESRC SPEC$2,7340.01%1,637CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$2,7320.01%17,007CommonSOLE
925652109VICIVICI PROPERTIES INC$2,6940.01%92,228CommonSOLE
316773100FITBFIFTH THIRD BANCORP$2,6880.01%63,569CommonSOLE
771049103RBLXROBLOX CORP$2,6850.01%46,407CommonSOLE
26884L109EQTEQT CORP$2,6780.01%58,089CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$2,6550.01%40,846CommonSOLE
143658300CCL1EURCARNIVAL CORP$2,6130.01%104,842CommonSOLE
693506107PPGPPG IND INC$2,5850.01%21,637CommonSOLE
934423104WBDWARNER BROS DIS$2,5420.01%240,463CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$2,5020.01%2,045CommonSOLE
260003108DOVDOVER CORP$2,4900.01%13,271CommonSOLE
34959J108FTVFORTIVE CORP$2,4530.01%32,704CommonSOLE
92338C103VLTOVERALTO CRP$2,4460.01%24,016CommonSOLE
50212V100LPLALPL FINANCIAL HOLDINGS INC$2,4380.01%7,468CommonSOLE
62944T105NVRNVR INC$2,4370.01%298CommonSOLE
92276F100VTRVENTAS INC$2,4130.01%40,976CommonSOLE
64110D104NTAPNETAPP INC$2,3860.01%20,552CommonSOLE
518439104ELESTEE LAUDER COMPANIES CL A$2,3810.01%31,757CommonSOLE
74144T108TROWT ROWE PRICE GROUP INC$2,3770.01%21,022CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$2,3740.01%12,743CommonSOLE
969904101WSMWILLIAMS-SONOMA INC$2,3560.01%12,722CommonSOLE
039483102ADMARCHER DANIELS-MIDLAND CO$2,3520.01%46,551CommonSOLE
29476L107EQREQUITY RESIDENTIAL$2,3500.01%32,755CommonSOLE
745867101PHMPULTEGROUP INC$2,3490.01%21,568CommonSOLE
023608102AEEAMEREN CORPORATION$2,3220.01%26,050CommonSOLE
233331107DTEDTE ENERGY CO$2,3060.01%19,099CommonSOLE
12514G108CDWCDW CORP$2,2830.01%13,118CommonSOLE
443510607HUBBHUBBELL INC$2,2600.01%5,395CommonSOLE
941848103WATWATERS CORPORATION$2,2560.01%6,080CommonSOLE
030420103AWKAMERICAN WATER WORKS CO INC$2,2520.01%18,089CommonSOLE
88262P102TPLTEXAS PACIF$2,2470.01%2,032CommonSOLE
459506101IFFINTL FLAVORS & FRAGR$2,2410.01%26,509CommonSOLE
487836108KKELLOGG CO$2,2340.01%27,590CommonSOLE
219948106CPAYCORPAY INC$2,2340.01%6,602CommonSOLE
446150104HBANHUNTINGTON BANCSHARES$2,2300.01%137,056CommonSOLE
29084Q100EMEEMCOR GROUP INC$2,2300.01%4,912CommonSOLE
165167735EXEEXPAND ENERGY CORP$2,2090.01%22,188CommonSOLE
570535104MKLMARKEL CORP$2,2040.01%1,277CommonSOLE
665859104NTRSNORTHERN TRUST CORP$2,2030.01%21,489CommonSOLE
406216101HALHALLIBURTON CO$2,1910.01%80,571CommonSOLE
452327109ILMNILLUMINA INC$2,1710.01%16,250CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP$2,1670.01%10,631CommonSOLE
25179M103DVNDEVON ENERGY CORP$2,1630.01%66,077CommonSOLE
001130178WIX.COM LTD$2,1630.01%10,081CommonSOLE
695156109PKGPACKAGING CORP OF AMERICA$2,1500.01%9,548CommonSOLE
31946M103FCNCAFIRST CITIZENS BCSHS$2,1470.01%1,016CommonSOLE
69351T106PPLPPL CORPORATION$2,1300.01%65,620CommonSOLE
127097103CTRACOTERRA ENERGY INC$2,0930.01%81,952CommonSOLE
146869102CVNACARVANA CO$2,0840.01%10,249CommonSOLE
30040W108ESEVERSOURCE ENERGY$2,0770.01%36,166CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.