MondegarAI
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO

Q2 2025 · 13F-HR

PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADOholdings as filed

Filed 2025-08-11 · accession 0000315297-25-000007

$25.9M
Reported value
1,886
Positions
2025-06-30
Period end
View analyzed profile →PRO

The Brief · PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO · Q2 2025

AI · grounded in 13F

PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO established a new position in NVDA worth $1.95M. The fund also initiated new stakes in MSFT for $1.81M and AAPL for $1.48M. Additional new positions included AMZN and META.

Holdings as filed

First 500 of 1886

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORP$2.0M7.53%12,347,541CommonSOLE
594918104MSFTMICROSOFT CORP$1.8M6.98%3,639,156CommonSOLE
037833100AAPLAPPLE INC$1.5M5.71%7,208,967CommonSOLE
023135106AMZNAMAZON.COM INC$1.2M4.71%5,563,498CommonSOLE
30303M102METAMETA PLATFORMS INC - CL A$955,0703.69%1,293,975CommonSOLE
02079K305GOOGLALPHABET INC CL A$890,7733.44%5,054,604CommonSOLE
92826C839VVISA INC CLASS A$522,2862.02%1,471,021CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$520,4862.01%1,795,338CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORP$434,9561.68%439,376CommonSOLE
68389X105ORCLORACLE CORPORATION$422,1341.63%1,930,813CommonSOLE
931142103WMTWALMART INC$419,1841.62%4,287,015CommonSOLE
11135F101AVGOBROADCOM INC$404,9241.56%1,468,977CommonSOLE
57636Q104MAMASTERCARD INC - CLASS A$339,6341.31%604,396CommonSOLE
64110L106NFLXNETFLIX INC$336,4981.30%251,281CommonSOLE
025816109AXPAMERICAN EXPRESS CO$328,4121.27%1,029,569CommonSOLE
09290D101BLKBLCKRCK INC$326,3931.26%311,073CommonSOLE
30231G102XOMEXXON MOBIL CORPORATION$310,1471.20%2,877,058CommonSOLE
718172109PMPHILIP MORRIS INTERNATIONAL INC$298,4931.15%1,638,902CommonSOLE
532457108LLYELI LILLY & CO$288,1061.11%369,590CommonSOLE
79466L302CRMSALESFORCE.COM INC$280,9691.08%1,030,361CommonSOLE
88160R101TSLATESLA INC$273,8571.06%862,106CommonSOLE
617446448MSMORGAN STANLEY$258,4501.00%1,834,801CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$246,0800.95%1,317,911CommonSOLE
369604301GEGENERAL ELECTRIC CO$231,3750.89%898,927CommonSOLE
000S9YS76LINDE PLC NEW$220,6630.85%470,316CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE INC$212,7630.82%1,159,663CommonSOLE
437076102HDHOME DEPOT INC$199,1140.77%543,078CommonSOLE
002824100ABTABBOTT LABORATORIES$189,8670.73%1,395,979CommonSOLE
032095101APHAMPHENOL CORP CL A$181,2810.70%1,835,760CommonSOLE
00B4BNMY3ACCENTURE PLC-CL A$180,4170.70%603,623CommonSOLE
58733R102MELIMERCADOLIBRE INC$175,8820.68%67,294CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$174,7600.67%392,543CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR SP A$170,9550.66%754,800CommonSOLE
291011104EMREMERSON ELECTRIC CO$169,2140.65%1,269,136CommonSOLE
00287Y109ABBVABBVIE INC$163,1740.63%879,077CommonSOLE
004432874CHUBB LTD$161,0600.62%555,915CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$154,7380.60%450,657CommonSOLE
482480100KLACKLA CORP$144,9580.56%161,831CommonSOLE
882508104TXNTEXAS INSTRUMENTS INC$144,2620.56%694,835CommonSOLE
26875P101EOGEOG RESOURCES INC$143,6960.55%1,201,367CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$140,0930.54%1,304,287CommonSOLE
67103H107ORLYO'REILLY AUTOMOTIVE INC$139,4820.54%1,547,565CommonSOLE
00B8KQN82EATON CORP PLC$130,6720.50%366,037CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS NV$127,6550.49%584,259CommonSOLE
37045V100GMGENERAL MOTORS CO$119,6100.46%2,430,603CommonSOLE
02079K107GOOGALPHABET INC CL C$115,3070.44%650,017CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$111,3290.43%274,574CommonSOLE
655844108NSCNORFOLK SOUTHERN CORP$108,1540.42%422,525CommonSOLE
00BY7QL61JOHNSON CONTROLS INTERNATIONAL PLC$105,8110.41%1,001,811CommonSOLE
235851102DHRDANAHER CORP$93,0640.36%471,115CommonSOLE
H01301128ALCALCON INC$91,7090.35%1,038,839CommonSOLE
55354G100MSCIMSCI INC CL A$88,1330.34%152,813CommonSOLE
142339100CSLCARLISLE COS INC$85,8370.33%229,879CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC CL B$85,3780.33%175,759CommonSOLE
172908105CTASCINTAS CORP$81,1450.31%364,090CommonSOLE
369550108GDGENERAL DYNAMICS CORP$79,6220.31%272,997CommonSOLE
23804L103DDOGDATADOG INC$78,7610.30%586,325CommonSOLE
571903202MARMARRIOTT INTERNATIONAL CL A$78,7450.30%288,223CommonSOLE
573874104MRVLMARVELL TECH$78,5540.30%1,014,907CommonSOLE
12626K203CRH PLC$74,3290.29%809,683CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL$72,8310.28%1,297,072CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC CL A$69,2910.27%222,442CommonSOLE
74340W103PLDPROLOGIS INC (NEW)$60,8510.23%578,869CommonSOLE
29444U700EQIXEQUINIX INC$58,6050.23%73,673CommonSOLE
40415F101HDBHDFC BANK LTD-ADR$49,4080.19%644,420CommonSOLE
742718109PGPROCTER & GAMBLE CO$48,9250.19%307,085CommonSOLE
478160104JNJJOHNSON & JOHNSON CO$48,1660.19%315,325CommonSOLE
231561101CWCURTISS-WRIGHT CORP$45,9860.18%94,127CommonSOLE
060505104BACBANK OF AMERICA CORP$44,7730.17%946,166CommonSOLE
03852U106ARMKARAMARK$38,4750.15%918,910CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$38,4730.15%282,222CommonSOLE
75524B104RBCRBC BEARINGS INC$38,4630.15%99,957CommonSOLE
191216100KOCOCA-COLA CO$38,0480.15%537,784CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$37,4890.14%120,169CommonSOLE
296315104ESEESCO TECHNOLOGIES INC$37,3970.14%194,910CommonSOLE
874054109TTWOTAKE TWO INTERACTIVE SOFTWARE$37,1480.14%152,965CommonSOLE
912008109USFDUS FOODS HOLDING CORP$36,8260.14%478,197CommonSOLE
17275R102CSCOCISCO SYSTEMS INC$36,0780.14%519,999CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHINE CORP$36,0490.14%122,291CommonSOLE
631103108NDAQNASDAQ INC$35,7760.14%400,087CommonSOLE
199908104FIXCOMFORT SYSTEMS USA INC$35,2430.14%65,727CommonSOLE
12504L109CBRECBRE GROUP INC$34,2960.13%244,763CommonSOLE
949746101WMT2WELLS FARGO & CO$34,2700.13%427,736CommonSOLE
00187Y100APGAPI GROUP CORP$32,4830.13%636,303CommonSOLE
45826H109ITGRINTEGER HOLDINGS CORP$32,2710.12%262,429CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT INC$32,1560.12%212,562CommonSOLE
11133T103BRBROADRIDGE FINANCIAL SOLUTIONS LLC$32,0440.12%131,851CommonSOLE
88146M101TRNOTERRENO REALTY CORP$32,0200.12%571,064CommonSOLE
049560105ATOATMOS ENERGY CORP$31,5150.12%204,494CommonSOLE
084423102WRBWR BERKLEY CORP$31,1950.12%424,591CommonSOLE
166764100CVXCHEVRON CORP$31,1240.12%217,365CommonSOLE
303250104FICOFAIR ISAAC CORPORATION$31,0280.12%16,974CommonSOLE
929160109VMCVULCAN MATERIALS CO$30,9860.12%118,804CommonSOLE
87612G101TRGPTARGA RESOURCES CORP$30,9540.12%177,812CommonSOLE
512816109LAMRLAMAR ADVERTISING CO$30,7800.12%253,628CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$30,7720.12%130,695CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$30,7350.12%51,844CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$30,4910.12%237,449CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$30,2470.12%213,156CommonSOLE
441593100HLIHOULIHAN LOKEY INC$30,2220.12%167,946CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$29,6830.11%57,939CommonSOLE
254687106DISWALT DISNEY CO$29,3720.11%236,853CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$29,2480.11%156,066CommonSOLE
775711104ROLROLLINS INC$29,0300.11%514,533CommonSOLE
461202103INTUINTUIT$28,9930.11%36,810CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$28,8190.11%40,719CommonSOLE
125896100CMSCMS ENERGY CORP$28,5390.11%411,937CommonSOLE
55405Y100MTSIMACOM TECHNOLOGY SOLUTIONS HOLDINGS INC$28,3040.11%197,529CommonSOLE
115236101BROBROWN & BROWN INC$28,1710.11%254,091CommonSOLE
81762P102NOWSERVICENOW INC$28,0860.11%27,319CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$27,7600.11%127,357CommonSOLE
00206R102TAT&T INC$27,5170.11%950,845CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HOLDINGS INC$27,3880.11%330,772CommonSOLE
580135101MCDMCDONALDS CORP$27,3290.11%93,537CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$27,2110.10%106,386CommonSOLE
G8473T100STESTERIS PLC$26,9070.10%112,009CommonSOLE
249906108DSGXDESCARTES SYSTEMS GROUP INC/THE$26,5520.10%261,227CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$26,4890.10%361,623CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC$26,2740.10%373,364CommonSOLE
78351F107RYANRYAN SPECIALTY GROUP HOLDINGS INC$26,2670.10%386,334CommonSOLE
58933Y105MRKMERCK & CO INC$26,1140.10%329,891CommonSOLE
45687V106IRINGERSOLL-RAND INC$26,0940.10%313,708CommonSOLE
892356106TSCOTRACTOR SUPPLY COMPANY$25,9570.10%491,891CommonSOLE
109194100BFAMBRIGHT HORIZONS FAMILY SOLUTIONS INC$25,8710.10%209,326CommonSOLE
626755102MUSAMURPHY USA INC$25,7960.10%63,411CommonSOLE
892672106TWTRADEWEB MARKETS INC$25,6760.10%175,384CommonSOLE
75513E101RTXRAYTHEON TECHNOLOGIES CORP$25,6650.10%175,761CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$25,6500.10%47,202CommonSOLE
229663109CUBECUBESMART$25,1830.10%592,550CommonSOLE
72346Q104PINNACLE FINANCIAL PARTNERS INC$24,9860.10%226,306CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$24,8130.10%4,286CommonSOLE
426281101JKHYHENRY JACK & ASSOCIATES$24,2960.09%134,853CommonSOLE
149123101CATCATERPILLAR INC$24,2390.09%62,439CommonSOLE
004498101ACIWACI WORLDWIDE INC$24,1870.09%526,834CommonSOLE
018802108LNTALLIANT ENERGY CORP$23,9840.09%396,632CommonSOLE
609839105MPWRMONOLITHIC POWER SYSTEMS INC$23,9290.09%32,718CommonSOLE
12503M108CBOECBOE GLOBAL MARKETS INC$23,9040.09%102,499CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$23,6840.09%547,347CommonSOLE
70975L107PENPENUMBRA INC$23,6290.09%92,073CommonSOLE
713448108PEPPEPSICO INC$23,4820.09%177,837CommonSOLE
443573100HUBSHUBSPOT INC$23,4330.09%42,098CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$23,1970.09%248,627CommonSOLE
147528103CASYCASEYS GENERAL STORES INC$23,0100.09%45,093CommonSOLE
747525103QCOMQUALCOMM INC$22,9490.09%144,097CommonSOLE
191098102COKECOCACOLA CNSLD INC$22,9290.09%205,365CommonSOLE
077454106BDCBELDEN INC$22,8940.09%197,700CommonSOLE
749685103RPMRPM INTERNATIONAL INC$22,8430.09%207,963CommonSOLE
16359R103CHECHEMED CORP$22,1990.09%45,589CommonSOLE
410867105THGHANOVER INSURANCE GROUP INC$21,8470.08%128,613CommonSOLE
78409V104SPGIS&P GLOBAL INC$21,7430.08%41,236CommonSOLE
203607106CBUCOMMUNITY BANK SYSTEM INC$21,6720.08%381,087CommonSOLE
67000B104NOVTNOVANTA INC$21,6660.08%168,044CommonSOLE
00724F101ADBEADOBE INC$21,6280.08%55,903CommonSOLE
229899109CFRCULLEN FROST BANKERS INC$21,5630.08%167,750CommonSOLE
25754A201DPZDOMINO'S PIZZA INC$21,4610.08%47,628CommonSOLE
19247G107COHRCOHERENT CORP$21,0940.08%236,457CommonSOLE
172967424CCITIGROUP INC$20,9590.08%246,233CommonSOLE
320817109FRMEFIRST MERCHANTS CORP$20,9240.08%546,322CommonSOLE
422806208HEI/AHEICO CORP-CLASS A$20,8950.08%80,752CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY SA$20,7950.08%27,100CommonSOLE
808513105SCHWSCHWAB (CHARLES) CORP$20,7930.08%227,892CommonSOLE
097023105BABOEING CO$20,7420.08%98,994CommonSOLE
743315103PGRPROGRESSIVE CORP$20,6810.08%77,498CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC C$20,3300.08%211,524CommonSOLE
09227Q100BLKBBLACKBAUD INC$20,2930.08%316,037CommonSOLE
67059N108NTNXNUTANIX INC$20,2460.08%264,860CommonSOLE
576485205MTDRMATADOR RESOURCES CO$20,1680.08%422,633CommonSOLE
197236102COLBCOLUMBIA BANKING SYSTEM INC$20,0000.08%855,411CommonSOLE
172062101CINFCINCINNATI FINANCIAL CORP$19,9480.08%133,952CommonSOLE
031162100AMGNAMGEN INC$19,7350.08%70,683CommonSOLE
438516106HONHONEYWELL INTERNATIONAL INC$19,7330.08%84,734CommonSOLE
379577208GMEDGLOBUS MEDICAL INC$19,6570.08%333,053CommonSOLE
038222105AMATAPPLIED MATERIALS INC$19,4890.08%106,459CommonSOLE
30214U102EXPOEXPONENT INC$19,2580.07%257,772CommonSOLE
36828A101GEVGE VERNOVA$19,2460.07%36,372CommonSOLE
45780R101IBPINSTALLED BUILDING PRODUCTS INC$19,0420.07%105,603CommonSOLE
122017106BURLBURLINGTON STORES INC$18,9990.07%81,665CommonSOLE
577933104MMSMAXIMUS INC$18,9940.07%270,566CommonSOLE
00BFRT3W7ALLEGION PLC$18,8930.07%131,090CommonSOLE
65339F101NEENEXTERA ENERGY INC$18,8320.07%271,272CommonSOLE
384109104GGGGRACO INC$18,8140.07%218,838CommonSOLE
127203107WHDCACTUS INC$18,7070.07%427,871CommonSOLE
268150109DTDYNATRACE INC$18,6320.07%337,475CommonSOLE
124805102CBZCBIZ INC$18,5040.07%258,038CommonSOLE
28618M106ESIELEMENT SOLUTIONS$18,4130.07%812,927CommonSOLE
607828100MODMODINE MANUFACTURING CO$18,3680.07%186,476CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP$18,2450.07%775,742CommonSOLE
375558103GILDGILEAD SCIENCES INC$18,2410.07%164,524CommonSOLE
14040H105COFCAPITAL ONE FINANCIAL CORP$18,1830.07%85,461CommonSOLE
595112103MUMICRON TECH INC$18,1210.07%147,025CommonSOLE
92538J106VERXVERTEX INC$18,0300.07%510,267CommonSOLE
717081103PFEPFIZER INC$17,9980.07%742,502CommonSOLE
907818108UNPUNION PACIFIC CORP$17,9750.07%78,123CommonSOLE
872540109TJXTJX COMPANIES INC$17,9420.07%145,294CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$17,8460.07%87,207CommonSOLE
863667101SYKSTRYKER CORP$17,7220.07%44,794CommonSOLE
436440101HO1HOLOGIC INC$17,7010.07%271,654CommonSOLE
579780206MKCMCCORMICK & CO NON VTG SHRS$17,6720.07%233,078CommonSOLE
45167R104IEXIDEX CORP$17,6140.07%100,322CommonSOLE
03820C105AITAPPLIED INDUSTRIAL TECHNOLOGIES INC$17,4920.07%75,251CommonSOLE
302520101FNBFNB CORP$17,4480.07%1,196,720CommonSOLE
216648501COOCOOPER COS INC/THE$17,4250.07%244,866CommonSOLE
20030N101CMCSACOMCAST CORP-CL A$17,4010.07%487,554CommonSOLE
244199105DEDEERE & CO$17,3730.07%34,165CommonSOLE
537008104LFUSLITTELFUSE INC$17,3330.07%76,447CommonSOLE
759351604RGAREINSURANCE GROUP OF AMERICA INC$17,1580.07%86,501CommonSOLE
N72482206QGENQIAGEN NV$16,8010.06%349,575CommonSOLE
816300107SIGISELECTIVE INSURANCE GROUP$16,7530.06%193,336CommonSOLE
759916109RGENREPLIGEN CORP$16,7500.06%134,669CommonSOLE
22788C105CRWDCROWDSTRIKE HOLDINGS INC$16,6970.06%32,783CommonSOLE
512807306LRCXLAM RESEARCH CORP$16,4260.06%168,753CommonSOLE
443510607HUBBHUBBELL INC$16,3980.06%40,150CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING INC$16,2530.06%52,700CommonSOLE
682189105ONON SEMICONDUCTOR CORP$16,1250.06%307,671CommonSOLE
407497106HLNEHAMILTON LANE INC$15,9400.06%112,162CommonSOLE
548661107LOWLOWES COMPANIES INC$15,5680.06%70,169CommonSOLE
498894104KNFKNIFE RIV$15,5370.06%190,308CommonSOLE
69370C100PTCPTC INC$15,5070.06%89,981CommonSOLE
032654105ADIANALOG DEVICES INC$15,4060.06%64,726CommonSOLE
25787G100DFINDONNELLEY FINANCIAL SOLUTIONS INC$15,1460.06%245,674CommonSOLE
714046109RVTYPERKINELMER INC$15,1180.06%156,305CommonSOLE
20825C104COPCONOCOPHILLIPS$14,8690.06%165,693CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$14,7920.06%100,323CommonSOLE
29670G102WTRGESSENTIAL UTILITIES INC$14,7370.06%396,797CommonSOLE
743606105PBPROSPERITY BANCSHARES INC$14,6250.06%208,211CommonSOLE
040413205ANETARISTA NETWORKS INC$14,5650.06%142,365CommonSOLE
00BTN1Y11MEDTRONIC PLC$14,5350.06%166,744CommonSOLE
872590104TMUST-MOBILE US INC$14,5230.06%60,954CommonSOLE
09260D107BXBLACKSTONE GROUP INC/THE$14,3790.06%96,131CommonSOLE
739276103POWIPOWER INTEGRATIONS INC$14,2840.06%255,521CommonSOLE
571748102MRSHMARSH & MC LENNAN CO$14,1060.05%64,518CommonSOLE
57060D108MKTXMARKETAXESS HOLDINGS INC$14,0970.05%63,119CommonSOLE
03071H100AMSFAMERISAFE INC$13,7570.05%314,583CommonSOLE
03027X100AMTAMERICAN TOWER CORP$13,6790.05%61,890CommonSOLE
855244109SBUXSTARBUCKS CORP$13,6660.05%149,140CommonSOLE
21037T109CEGCONSTELL ENE$13,4140.05%41,560CommonSOLE
95040Q104WELLWELLTOWER INC$13,3860.05%87,073CommonSOLE
12572Q105CMECME GROUP INC$13,2990.05%48,253CommonSOLE
594972408MSTRMICROSTRATEGY INC CL A$13,2220.05%32,709CommonSOLE
359694106FULH B FULLER CO$13,2130.05%219,674CommonSOLE
842587107SOSOUTHERN COMPANY$13,1800.05%143,521CommonSOLE
02209S103MOALTRIA GROUP INC.$13,0870.05%223,220CommonSOLE
00BK9ZQ96TRANE TECHNOLOGIES PLC$12,9370.05%29,576CommonSOLE
69047Q102OVVOVINTIV INC$12,9000.05%339,029CommonSOLE
337738108FISVFISERV INC$12,8630.05%74,607CommonSOLE
458140100INTCINTEL CORP$12,8550.05%573,884CommonSOLE
221006109CRVLCORVEL CORP$12,8370.05%124,893CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$12,7720.05%27,578CommonSOLE
053611109AVYAVERY DENNISON CORP$12,7390.05%72,600CommonSOLE
518415104LSCCLATTICE SEMICONDUCTOR CORP$12,5480.05%256,126CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$12,3910.05%267,689CommonSOLE
116794108BRKRBRUKER CORP$12,3620.05%300,052CommonSOLE
58155Q103MCKMCKESSON HBOC INC$12,1270.05%16,549CommonSOLE
73278L105POOLPOOL CORP$12,0920.05%41,486CommonSOLE
94106L109WMWASTE MANAGEMENT INC$12,0000.05%52,444CommonSOLE
26441C204DUKDUKE ENERGY CORP$11,9440.05%101,223CommonSOLE
942622200WSOWATSCO INC$11,9290.05%27,011CommonSOLE
701094104PHPARKER HANNIFIN CORP$11,7770.05%16,861CommonSOLE
529043101LXPUSDLEXINGTON CORPORATE PROPERTIES TRUST$11,7680.05%1,424,667CommonSOLE
125523100CICIGNA CORP$11,7520.05%35,549CommonSOLE
42330P107HLXHELIX ENERGY SOLUTIONS GROUP$11,6910.05%1,873,615CommonSOLE
421298100HAYWHAYWARD HOLDINGS INC$11,6610.04%844,966CommonSOLE
25809K105DASHDOORDASH INC$11,5420.04%46,822CommonSOLE
126650100CVSCVS HEALTH CORP$11,4690.04%166,269CommonSOLE
609207105MDLZMONDELEZ INTERNATIONAL INC$11,4630.04%169,973CommonSOLE
036752103ELVANTHEM INC$11,4550.04%29,450CommonSOLE
05368V106AVNTAVIENT CORP$11,3560.04%351,473CommonSOLE
893641100TDGTRANSDIGM GROUP INC$11,2480.04%7,397CommonSOLE
127387108CDNSCADENCE DESIGN SYS INC$11,1840.04%36,295CommonSOLE
09073M104TECHBIO-TECHNE CORP$11,1260.04%216,246CommonSOLE
48251W104KKRKKR & CO INC$11,0760.04%83,260CommonSOLE
363576109AJGARTHUR J GALLAGHER & CO$11,0110.04%34,397CommonSOLE
654106103NKENIKE INC CL B$10,9610.04%154,297CommonSOLE
81141R100SESEA LTD$10,9600.04%68,523CommonSOLE
955306105WSTWEST PHARMACEUTICAL SERVICES$10,8790.04%49,722CommonSOLE
88579Y101MMM3M CO$10,8520.04%71,282CommonSOLE
03831W108APPAPPLOVIN CORP$10,7900.04%30,822CommonSOLE
000886286ROYAL CARIBBEAN CRUISES LTD$10,6660.04%34,060CommonSOLE
615369105MCOMOODY'S CORPORATION$10,6150.04%21,162CommonSOLE
871607107SNPSSYNOPSYS INC$10,4640.04%20,410CommonSOLE
969457100WMBWILLIAMS COMPANIES INC$10,2010.04%162,407CommonSOLE
911312106UPSUNITED PARCEL SERVICE CL B$9,6510.04%95,609CommonSOLE
78463M107SPSCSPS COMMERCE INC$9,5040.04%69,833CommonSOLE
693475105PNCPNC FINANCIAL SERVICES GROUP$9,4680.04%50,789CommonSOLE
40412C101HCAHCA HEALTHCARE INC$9,2920.04%24,255CommonSOLE
833445109SNOWSNOWFLAKE INC$9,2910.04%41,520CommonSOLE
70450Y103PYPLPAYPAL HOLDINGS, INC.$9,2130.04%123,959CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$9,1950.04%26,235CommonSOLE
34959E109FTNTFORTINET INC$9,1850.04%86,883CommonSOLE
902973304USBU S BANCORP$9,1650.04%202,547CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$9,1620.04%21,790CommonSOLE
G0403H108AONAON PLC$9,1290.04%25,589CommonSOLE
98978V103ZTSZOETIS INC$9,1260.04%58,518CommonSOLE
278865100ECLECOLAB INC$9,0720.04%33,668CommonSOLE
800422107JBSSJOHN B. SANFILIPPO & SON$8,9780.03%141,964CommonSOLE
651639106NEMNEWMONT CORP$8,8460.03%151,830CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$8,8280.03%17,657CommonSOLE
064058100BKBANK OF NEW YORK MELLON CORP$8,6600.03%95,054CommonSOLE
052769106ADSKAUTODESK INC$8,6220.03%27,853CommonSOLE
194162103CLCOLGATE-PALMOLIVE CO$8,6130.03%94,755CommonSOLE
43300A203HLTHILTON WORLDWIDE HOLDINGS INC$8,3190.03%31,234CommonSOLE
053332102AZOAUTOZONE INC$8,2780.03%2,230CommonSOLE
009158106APDAIR PRODUCTS & CHEMICALS INC$8,2700.03%29,319CommonSOLE
35671D857FCXFREEPORT MCMORAN INC$8,2270.03%189,783CommonSOLE
452308109ITWILLINOIS TOOL WORKS INC$8,2090.03%33,200CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC/THE$8,0340.03%30,031CommonSOLE
126408103CSXCSX CORP$8,0170.03%245,706CommonSOLE
70202L102PSNPARCONS CORP$7,9600.03%110,915CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$7,9530.03%14,030CommonSOLE
49456B101KMIKINDER MORGAN INC$7,8430.03%266,758CommonSOLE
03769M106APOAPOLLO GL MGMT$7,6810.03%54,143CommonSOLE
253868103DLRDIGITAL REALTY TRUST INC$7,6080.03%43,642CommonSOLE
009066101ABNBAIRBNB INC$7,5910.03%57,361CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$7,4980.03%14,282CommonSOLE
025537101AEPAMER ELEC PWR CO INC$7,3500.03%70,834CommonSOLE
001055102AFLAFLAC INC$7,2960.03%69,182CommonSOLE
14448C104CARRCARRIER GLOBAL CORP$7,2860.03%99,546CommonSOLE
16411R208LNGCHENIERE ENERGY INC$7,2750.03%29,874CommonSOLE
89832Q109TFCTRUIST FINANCIAL CORP$7,2210.03%167,972CommonSOLE
71424F105PRPERMIAN RESOURCES CORP$7,1930.03%528,126CommonSOLE
03073E105CORAMERISOURCEBERGEN CORP$7,1910.03%23,981CommonSOLE
760759100RSGREPUBLIC SERVICES INC$7,1170.03%28,858CommonSOLE
443201108HWMHOWMET AEROSPACE INC$7,1050.03%38,170CommonSOLE
020002101ALLALLSTATE CORP$7,0940.03%35,238CommonSOLE
98138H101WDAYWORKDAY INC$6,8620.03%28,592CommonSOLE
828806109SPGSIMON PROPERTY GROUP INC$6,8210.03%42,429CommonSOLE
770700102HOODROBINHOOD MARKETS INC$6,8130.03%72,761CommonSOLE
682680103OKEONEOK INC$6,8000.03%83,305CommonSOLE
03076C106AMPAMERIPRIS FIN INC$6,7980.03%12,736CommonSOLE
22052L104CTVACORTEVA INC$6,7770.03%90,924CommonSOLE
693718108PCARPACCAR INC$6,7630.03%71,144CommonSOLE
56585A102MPCMARATHON PETROLEUM CORP$6,7430.03%40,596CommonSOLE
756109104OREALTY INCOME CORP$6,6490.03%115,412CommonSOLE
000IVNQZ8TELCONN$6,5620.03%38,905CommonSOLE
718546104PSXPHILLIPS 66$6,5020.03%54,505CommonSOLE
92840M102VSTVISTRA ENERGY CORP$6,4990.03%33,532CommonSOLE
31428X106FDXFEDEX CORP$6,4640.02%28,437CommonSOLE
026874784AIGAMERICAN INTERNATIONAL GROUP INC$6,4530.02%75,400CommonSOLE
075887109BDXBECTON DICKINSON AND CO$6,4420.02%37,400CommonSOLE
816851109SRESEMPRA ENERGY$6,4190.02%84,723CommonSOLE
25746U109DDOMINION ENERGY INC$6,3630.02%112,577CommonSOLE
704326107PAYXPAYCHEX INC$6,2380.02%42,885CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP$6,0900.02%97,222CommonSOLE
806857108SLBSCHLUMBERGER LTD$6,0520.02%179,056CommonSOLE
501044101KRKROGER CO$6,0410.02%84,225CommonSOLE
74460D109PSAPUBLIC STORAGE$6,0390.02%20,580CommonSOLE
231021106CMICUMMINS INC$6,0110.02%18,355CommonSOLE
18915M107NETCLOUDFLARE INC$5,9910.02%30,591CommonSOLE
05464C101AXONAXON ENTERPRISE INC$5,9840.02%7,227CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CP$5,9470.02%76,039CommonSOLE
22822V101CCICROWN CASTLE INTL CORP$5,9410.02%57,835CommonSOLE
59156R108METMETLIFE INC$5,9250.02%73,677CommonSOLE
87612E106TGTTARGET CORP$5,8820.02%59,629CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES$5,8680.02%23,392CommonSOLE
217204106CPRTCOPART INC$5,8500.02%119,212CommonSOLE
31620M106FISFIDELITY NATIONAL INFORMATION SVCS INC$5,7130.02%70,172CommonSOLE
91913Y100VLOVALERO ENERGY CORP$5,6850.02%42,294CommonSOLE
219350105GLWCORNING INC$5,6740.02%107,882CommonSOLE
30161N101EXCEXELON CORP$5,6680.02%130,532CommonSOLE
345370860FFORD MOTOR CO$5,6460.02%520,389CommonSOLE
771049103RBLXROBLOX CORP$5,5420.02%52,682CommonSOLE
494368103KMBKIMBERLY CLARK CORP$5,5240.02%42,848CommonSOLE
53626N102LIONLIONSGT STD$5,4930.02%945,355CommonSOLE
74762E102QUREQUANTA SERVICES INC$5,4900.02%14,520CommonSOLE
778296103ROSTROSS STORES INC$5,4760.02%42,926CommonSOLE
49177J102KVUEKENVUE INC$5,4180.02%258,849CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$5,4110.02%163,667CommonSOLE
744573106PEGPUBLIC SERVICE ENTERPRISE GP$5,3450.02%63,498CommonSOLE
988498101YUMYUM! BRANDS INC$5,2770.02%35,612CommonSOLE
42809H107HESHESS CORPORATION$5,2750.02%38,078CommonSOLE
285512109EAELECTRONIC ARTS INC$5,2590.02%32,929CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$5,2270.02%42,636CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$5,0320.02%50,814CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC CL A$4,9710.02%12,159CommonSOLE
23331A109DHID R HORTON INC$4,9240.02%38,194CommonSOLE
00BWT6H89FLUTTER ENTERTAINMENT PLC$4,9140.02%17,196CommonSOLE
744320102PRUPRUDENTIAL FINANCIAL INC$4,8760.02%45,380CommonSOLE
311900104FASTFASTENAL CO$4,8090.02%114,508CommonSOLE
871829107SYYSYSCO CORP$4,8040.02%63,424CommonSOLE
911363109URIUNITED RENTALS INC$4,7580.02%6,315CommonSOLE
384802104GWWGRAINGER W W INC$4,4910.02%4,317CommonSOLE
049468101TEAMATLASSIAN CORP$4,4430.02%21,878CommonSOLE
922475108VEEVVEEVA SYSTEMS INC$4,3840.02%15,225CommonSOLE
001082411CHECK POINT SOFTWARE TECH$4,3630.02%19,720CommonSOLE
31488V107FERGFRGSN ENT$4,2490.02%19,514CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$4,1870.02%12,841CommonSOLE
45168D104IDXXIDEXX LABORATORIES INC$4,1690.02%7,773CommonSOLE
146869102CVNACARVANA CO$4,0130.02%11,910CommonSOLE
031100100AMEAMETEK INC$3,9670.02%21,924CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$3,9550.02%23,540CommonSOLE
98389B100XELXCEL ENERGY INC$3,7990.01%55,789CommonSOLE
852234103XYZBLOCK INC$3,7700.01%55,498CommonSOLE
05722G100BKRBAKER HUGHES CO$3,7310.01%97,312CommonSOLE
192446102CTSHCOGNIZANT TECH SOLUTIONS CORP CL A$3,7300.01%47,798CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$3,6960.01%11,126CommonSOLE
761152107RMDRESMED INC$3,6910.01%14,308CommonSOLE
674599105OXYOCCIDENTAL PETRO COR$3,6190.01%86,141CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$3,5980.01%26,188CommonSOLE
929740108WABWABTEC CORP$3,5330.01%16,875CommonSOLE
N00985106AERAERCAP HOLDINGS$3,5240.01%30,118CommonSOLE
29364G103ETRENTERGY CORP$3,4540.01%41,560CommonSOLE
278642103EBAYEBAY INC$3,3960.01%45,605CommonSOLE
G0450A105ACGLARCH CAPITAL GROUP LTD$3,3860.01%37,191CommonSOLE
881624209TEVATEVA PHARMACEUTICAL-SP ADR$3,3760.01%201,426CommonSOLE
209115104EDCONSOLIDATED EDISON INC$3,3710.01%33,594CommonSOLE
001133446CYBERARK SOFTWARE LTD$3,3640.01%8,268CommonSOLE
252131107DXCMDEXCOM INC$3,3640.01%38,541CommonSOLE
629377508NRGNRG ENERGY INC$3,3620.01%20,937CommonSOLE
00BDCPN04COCA-COLA EUROPEAN PARTNERS PLC$3,3570.01%36,207CommonSOLE
26884L109EQTEQT CORP$3,3530.01%57,491CommonSOLE
22160N109CSGPCOSTAR GROUP INC$3,3280.01%41,399CommonSOLE
03990B101ARESARES MANAGEMENT CORP$3,2570.01%18,805CommonSOLE
573284106MLMMARTIN MARIETTA MATERIALS$3,2470.01%5,915CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$3,2270.01%27,342CommonSOLE
88339J105TTDTRADE DESK INC-A$3,2230.01%44,772CommonSOLE
011440532GARMIN LTD$3,2100.01%15,381CommonSOLE
36266G107GEHCGE HLTHCARE$3,1850.01%43,002CommonSOLE
294429105EFXEQUIFAX INC$3,1540.01%12,162CommonSOLE
92939U106WECWEC ENERGY GROUP INC$3,1320.01%30,059CommonSOLE
55261F104MTBM & T BANK CORPORATION$3,1030.01%15,998CommonSOLE
857477103STTSTATE STREET CORP$3,0840.01%29,005CommonSOLE
98419M100XYLXYLEM INC$3,0800.01%23,807CommonSOLE
416515104HIGHARTFORD FINANCIAL SVCS GRP$3,0610.01%24,124CommonSOLE
03662Q105AKXANSYS INC$3,0430.01%8,665CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE$3,0380.01%18,721CommonSOLE
925652109VICIVICI PROPERTIES INC$3,0070.01%92,228CommonSOLE
754730109RJFRAYMOND JAMES FINANCIAL CORP$2,9980.01%19,549CommonSOLE
00BKVD2N4SEAGATE TECHNOLOGY HOLDINGS PLC$2,9760.01%20,616CommonSOLE
46284V101IRMIRON MOUNTAIN INC$2,9710.01%28,962CommonSOLE
366651107ITGARTNER INC$2,9690.01%7,345CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC$2,9610.01%9,662CommonSOLE
143658300CCL1EURCARNIVAL CORP$2,9340.01%104,354CommonSOLE
670346105NUENUCOR CORP$2,9310.01%22,623CommonSOLE
98980G102ZSZSCALER INC$2,9260.01%9,320CommonSOLE
444859102HUMHUMANA INC$2,8340.01%11,593CommonSOLE
50212V100LPLALPL FINANCIAL HOLDINGS INC$2,8000.01%7,468CommonSOLE
053484101AVBAVALONBAY COMMUNITIES INC$2,7750.01%13,634CommonSOLE
370334104GISGENERAL MILLS INC$2,7430.01%52,951CommonSOLE
526057104LENLENNAR CORP CL A$2,7420.01%24,789CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$2,7360.01%16,698CommonSOLE
69331C108PCGPG & E CORP$2,7260.01%195,524CommonSOLE
934423104WBDWARNER BROS DIS$2,6960.01%235,228CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$2,6760.01%39,009CommonSOLE
500754106KHCKRAFT HEINZ CO$2,6650.01%103,208CommonSOLE
21036P108STZCONSTELLATION BRANDS INC CL A$2,6400.01%16,226CommonSOLE
46266C105IQVIQVIA HOLDINGS INC$2,6360.01%16,728CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE COMPANY$2,6260.01%128,420CommonSOLE
665859104NTRSNORTHERN TRUST CORP$2,6140.01%20,615CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$2,6020.01%38,988CommonSOLE
92276F100VTRVENTAS INC$2,5880.01%40,976CommonSOLE
316773100FITBFIFTH THIRD BANCORP$2,5880.01%62,933CommonSOLE
15135B101CNCCENTENE CORP$2,5770.01%47,484CommonSOLE
550021109LULULULULEMON ATHLETICA INC$2,5650.01%10,797CommonSOLE
380237107GDDYGODADDY INC$2,5470.01%14,147CommonSOLE
165167735EXEEXPAND ENERGY CORP$2,5380.01%21,707CommonSOLE
233331107DTEDTE ENERGY CO$2,5300.01%19,099CommonSOLE
030420103AWKAMERICAN WATER WORKS CO INC$2,5160.01%18,089CommonSOLE
570535104MKLMARKEL CORP$2,5110.01%1,257CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP$2,4970.01%10,631CommonSOLE
256677105DGDOLLAR GENERAL CORP$2,4940.01%21,801CommonSOLE
29084Q100EMEEMCOR GROUP INC$2,4610.01%4,601CommonSOLE
693506107PPGPPG IND INC$2,4610.01%21,637CommonSOLE
039483102ADMARCHER DANIELS-MIDLAND CO$2,4510.01%46,441CommonSOLE
86800U302SMCISPR MCRO COMP$2,4390.01%49,759CommonSOLE
023608102AEEAMEREN CORPORATION$2,4320.01%25,318CommonSOLE
427866108HSYHERSHEY CO$2,4200.01%14,580CommonSOLE
45841N107IBKRINTERACTIVE BROKERS CL A$2,3860.01%43,060CommonSOLE
466313103JBLJABIL INC$2,3530.01%10,789CommonSOLE
460146103IPINTERNATIONAL PAPER CO$2,3490.01%50,153CommonSOLE
260003108DOVDOVER CORP$2,3470.01%12,811CommonSOLE
92338C103VLTOVERALTO CRP$2,3440.01%23,223CommonSOLE
30040W108ESEVERSOURCE ENERGY$2,3010.01%36,166CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$2,3010.01%1,959CommonSOLE
446150104HBANHUNTINGTON BANCSHARES$2,2970.01%137,056CommonSOLE
G8267P108SWSMURFIT WEST-ROCK PLC$2,2820.01%52,878CommonSOLE
12514G108CDWCDW CORP$2,2770.01%12,748CommonSOLE
45784P101PODDINSULET CORP$2,2270.01%7,088CommonSOLE
69351T106PPLPPL CORPORATION$2,2240.01%65,620CommonSOLE
531229755FWONKLIBERTY MEDIA CORP-LIBFORMONE$2,2210.01%21,257CommonSOLE
745867101PHMPULTEGROUP INC$2,2110.01%20,966CommonSOLE
29476L107EQREQUITY RESIDENTIAL$2,2110.01%32,755CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$2,2090.01%60,122CommonSOLE
M7S64H106MNDYMONDAY.COM LTD$2,2010.01%7,000CommonSOLE
958102105WDCWESTERN DIGITAL CORP$2,1900.01%34,227CommonSOLE
219948106CPAYCORPAY INC$2,1780.01%6,564CommonSOLE
G0250X107AMCRAMCOR PLC US$2,1640.01%235,505CommonSOLE
64110D104NTAPNETAPP INC$2,1610.01%20,277CommonSOLE
72352L106PINSPINTEREST INC$2,1200.01%59,122CommonSOLE
92343E102VRSNVERISIGN INC$2,1130.01%7,316CommonSOLE
62944T105NVRNVR INC$2,0980.01%284CommonSOLE
88262P102TPLTEXAS PACIF$2,0900.01%1,978CommonSOLE
941848103WATWATERS CORPORATION$2,0820.01%5,964CommonSOLE
90384S303ULTAULTA BEAUTY INC$2,0770.01%4,440CommonSOLE
256746108DLTRDOLLAR TREE INC$2,0700.01%20,901CommonSOLE
127097103CTRACOTERRA ENERGY INC$2,0620.01%81,247CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$2,0600.01%12,210CommonSOLE
504922105LHLABCRP HLDG$2,0550.01%7,829CommonSOLE
969904101WSMWILLIAMS-SONOMA INC$2,0320.01%12,436CommonSOLE
G4124C109GRABGRAB HOLDINGS LTD$2,0270.01%402,987CommonSOLE
632307104NTRANATERA INC$2,0130.01%11,915CommonSOLE

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.