MondegarAI
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO

Q4 2025 · 13F-HR

PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADOholdings as filed

Filed 2026-02-13 · accession 0000315297-26-000003

$27.2M
Reported value
1,866
Positions
2025-12-31
Period end
View analyzed profile →PRO

The Brief · PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO · Q4 2025

AI · grounded in 13F

PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO increased its position in RTX by 595.32%. The fund also accumulated shares in GILD by 466.99% and MU by 166.44%. On the selling side, the fund trimmed its holdings in NSC by 89.44% and ORCL by 85.20%.

Holdings as filed

First 500 of 1866

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORP$2.2M8.08%11,784,056CommonSOLE
037833100AAPLAPPLE INC$1.8M6.80%6,801,856CommonSOLE
594918104MSFTMICROSOFT CORP$1.8M6.52%3,665,406CommonSOLE
02079K305GOOGLALPHABET INC CL A$1.5M5.70%4,950,634CommonSOLE
023135106AMZNAMAZON.COM INC$1.2M4.25%5,003,470CommonSOLE
30303M102METAMETA PLATFORMS INC - CL A$826,7233.04%1,252,440CommonSOLE
11135F101AVGOBROADCOM INC$752,2112.77%2,173,391CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$598,7442.20%1,858,185CommonSOLE
92826C839VVISA INC CLASS A$491,0471.81%1,400,152CommonSOLE
931142103WMTWALMART INC$468,1761.72%4,202,281CommonSOLE
532457108LLYELI LILLY & CO$448,7831.65%417,597CommonSOLE
025816109AXPAMERICAN EXPRESS CO$384,1291.41%1,038,326CommonSOLE
88160R101TSLATESLA INC$369,0661.36%820,657CommonSOLE
617446448MSMORGAN STANLEY$356,6741.31%2,009,091CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORP$348,0561.28%403,618CommonSOLE
718172109PMPHILIP MORRIS INTERNATIONAL INC$341,7991.26%2,130,917CommonSOLE
57636Q104MAMASTERCARD INC - CLASS A$336,4791.24%589,404CommonSOLE
30231G102XOMEXXON MOBIL CORPORATION$332,4841.22%2,762,875CommonSOLE
79466L302CRMSALESFORCE.COM INC$243,9570.90%920,905CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR SP A$229,3760.84%754,800CommonSOLE
58155Q103MCKMCKESSON HBOC INC$220,8890.81%269,282CommonSOLE
369604301GEGENERAL ELECTRIC CO$219,2910.81%711,913CommonSOLE
75513E101RTXRAYTHEON TECHNOLOGIES CORP$218,9130.80%1,193,636CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$213,7510.79%1,218,929CommonSOLE
64110L106NFLXNETFLIX INC$206,6970.76%2,204,532CommonSOLE
02079K107GOOGALPHABET INC CL C$196,5170.72%626,250CommonSOLE
000S9YS76LINDE PLC$195,1860.72%457,764CommonSOLE
00287Y109ABBVABBVIE INC$192,2670.71%841,466CommonSOLE
437076102HDHOME DEPOT INC$178,9530.66%520,060CommonSOLE
032095101APHAMPHENOL CORP CL A$176,9140.65%1,309,115CommonSOLE
002824100ABTABBOTT LABORATORIES$174,2930.64%1,391,119CommonSOLE
09290D101BLKBLCKRCK INC$167,4850.62%156,478CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$149,4930.55%329,745CommonSOLE
291011104EMREMERSON ELECTRIC CO$141,5160.52%1,066,276CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$141,1180.52%766,114CommonSOLE
00BY7QL61JOHNSON CONTROLS INTERNATIONAL PLC$139,9290.51%1,168,507CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$139,7060.51%241,101CommonSOLE
58733R102MELIMERCADOLIBRE INC$135,2230.50%67,133CommonSOLE
67103H107ORLYO'REILLY AUTOMOTIVE INC$134,3170.49%1,472,618CommonSOLE
26875P101EOGEOG RESOURCES INC$122,4820.45%1,166,383CommonSOLE
12626K203CRH PLC$120,9740.44%969,345CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$120,6310.44%372,284CommonSOLE
482480100KLACKLA CORP$116,5030.43%95,881CommonSOLE
375558103GILDGILEAD SCIENCES INC$111,5460.41%908,802CommonSOLE
595112103MUMICRON TECH INC$109,4910.40%383,626CommonSOLE
882508104TXNTEXAS INSTRUMENTS INC$107,7690.40%621,184CommonSOLE
235851102DHRDANAHER CORP$107,3330.39%468,869CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$103,3170.38%1,083,552CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$103,2340.38%1,263,424CommonSOLE
004432874CHUBB LTD$102,5230.38%328,474CommonSOLE
907818108UNPUNION PACIFIC CORP$101,9230.37%440,616CommonSOLE
00B8KQN82EATON CORP PLC$100,1940.37%314,572CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$98,1150.36%551,983CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC CL B$88,7950.33%176,654CommonSOLE
369550108GDGENERAL DYNAMICS CORP$87,6480.32%260,347CommonSOLE
55354G100MSCIMSCI INC CL A$87,5420.32%152,584CommonSOLE
573874104MRVLMARVELL TECH$87,4670.32%1,029,271CommonSOLE
571903202MARMARRIOTT INTERNATIONAL CL A$85,0080.31%274,008CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE INC$84,0310.31%518,839CommonSOLE
23804L103DDOGDATADOG INC$79,6880.29%585,984CommonSOLE
863667101SYKSTRYKER CORP$76,8650.28%218,695CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS NV$74,0760.27%341,270CommonSOLE
74340W103PLDPROLOGIS INC (NEW)$73,5800.27%576,376CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CP$72,8300.27%854,314CommonSOLE
478160104JNJJOHNSON & JOHNSON CO$63,7630.23%308,109CommonSOLE
29444U700EQIXEQUINIX INC$56,2670.21%73,440CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$53,1720.20%264,525CommonSOLE
060505104BACBANK OF AMERICA CORP$49,4080.18%898,327CommonSOLE
40415F101HDBHDFC BANK LTD-ADR$47,0940.17%1,288,840CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$44,5930.16%208,224CommonSOLE
512816109LAMRLAMAR ADVERTISING CO$44,4710.16%351,328CommonSOLE
68389X105ORCLORACLE CORPORATION$42,9040.16%220,122CommonSOLE
742718109PGPROCTER & GAMBLE CO$42,8550.16%299,035CommonSOLE
12504L109CBRECBRE GROUP INC$39,2700.14%244,230CommonSOLE
17275R102CSCOCISCO SYSTEMS INC$39,0840.14%507,387CommonSOLE
75524B104RBCRBC BEARINGS INC$39,0390.14%87,057CommonSOLE
949746101WMT2WELLS FARGO & CO$38,3810.14%411,812CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$38,3310.14%116,115CommonSOLE
166764100CVXCHEVRON CORP$37,6820.14%247,240CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$37,2770.14%181,399CommonSOLE
191216100KOCOCA-COLA CO$36,6530.13%524,293CommonSOLE
00187Y100APGAPI GROUP CORP$36,5170.13%954,454CommonSOLE
231561101CWCURTISS-WRIGHT CORP$36,1700.13%65,613CommonSOLE
609839105MPWRMONOLITHIC POWER SYSTEMS INC$35,8820.13%39,589CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$35,7960.13%106,386CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHINE CORP$35,3370.13%119,297CommonSOLE
149123101CATCATERPILLAR INC$34,4620.13%60,156CommonSOLE
19247G107COHRCOHERENT CORP$34,3830.13%186,289CommonSOLE
049560105ATOATMOS ENERGY CORP$34,2790.13%204,494CommonSOLE
58933Y105MRKMERCK & CO INC$33,8470.12%321,557CommonSOLE
55405Y100MTSIMACOM TECHNOLOGY SOLUTIONS HOLDINGS INC$33,8330.12%197,529CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$33,5390.12%328,915CommonSOLE
88146M101TRNOTERRENO REALTY CORP$33,5270.12%571,064CommonSOLE
929160109VMCVULCAN MATERIALS CO$33,4900.12%117,418CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$33,4810.12%38,090CommonSOLE
631103108NDAQNASDAQ INC$32,0520.12%329,987CommonSOLE
191098102COKECOCACOLA CNSLD INC$31,4610.12%205,228CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$31,3080.12%193,245CommonSOLE
775711104ROLROLLINS INC$30,8630.11%514,210CommonSOLE
09073M104TECHBIO-TECHNE CORP$29,8300.11%507,232CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$29,5450.11%57,848CommonSOLE
11133T103BRBROADRIDGE FINANCIAL SOLUTIONS LLC$29,4250.11%131,851CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HOLDINGS INC$28,9160.11%330,772CommonSOLE
125896100CMSCMS ENERGY CORP$28,8070.11%411,937CommonSOLE
296315104ESEESCO TECHNOLOGIES INC$28,6830.11%146,797CommonSOLE
874054109TTWOTAKE TWO INTERACTIVE SOFTWARE$28,6230.11%111,796CommonSOLE
302520101FNBFNB CORP$28,5650.11%1,670,494CommonSOLE
03820C105AITAPPLIED INDUSTRIAL TECHNOLOGIES INC$28,5480.10%111,181CommonSOLE
G8473T100STESTERIS PLC$28,3500.10%111,825CommonSOLE
45168D104IDXXIDEXX LABORATORIES INC$28,0000.10%41,388CommonSOLE
580135101MCDMCDONALDS CORP$27,8430.10%91,099CommonSOLE
172967424CCITIGROUP INC$27,6050.10%236,563CommonSOLE
512807306LRCXLAM RESRCH$27,6000.10%161,231CommonSOLE
45780R101IBPINSTALLED BUILDING PRODUCTS INC$27,3920.10%105,603CommonSOLE
28618M106ESIELEMENT SOLUTIONS$26,9700.10%1,079,227CommonSOLE
038222105AMATAPPLIED MATERIALS INC$26,2670.10%102,210CommonSOLE
254687106DISWALT DISNEY CO$26,1610.10%229,947CommonSOLE
447462102HURNHURON CONSULTING GROUP INC$26,1350.10%151,150CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$26,0290.10%45,958CommonSOLE
H01301128ALCALCON INC$25,9380.10%329,125CommonSOLE
018802108LNTALLIANT ENERGY CORP$25,7850.09%396,632CommonSOLE
443510607HUBBHUBBELL INC$25,7850.09%58,059CommonSOLE
12503M108CBOECBOE GLOBAL MARKETS INC$25,7270.09%102,499CommonSOLE
M6191J100FROGJFROG LTD$25,6990.09%411,440CommonSOLE
441593100HLIHOULIHAN LOKEY INC$25,4750.09%146,251CommonSOLE
912008109USFDUS FOODS HOLDING CORP$25,4410.09%337,769CommonSOLE
87612G101TRGPTARGA RESOURCES CORP$25,2640.09%136,933CommonSOLE
00BFRT3W7ALLEGION PLC$25,2350.09%158,490CommonSOLE
713448108PEPPEPSICO INC$25,1570.09%175,289CommonSOLE
004498101ACIWACI WORLDWIDE INC$25,1390.09%525,811CommonSOLE
229899109CFRCULLEN FROST BANKERS INC$25,0790.09%198,050CommonSOLE
147528103CASYCASEYS GENERAL STORES INC$24,8640.09%44,986CommonSOLE
607828100MODMODINE MANUFACTURING CO$24,8330.09%186,002CommonSOLE
03852U106ARMKARAMARK$24,6980.09%670,051CommonSOLE
426281101JKHYHENRY JACK & ASSOCIATES$24,5840.09%134,724CommonSOLE
90384S303ULTAULTA BEAUTY INC$24,4110.09%40,348CommonSOLE
892356106TSCOTRACTOR SUPPLY COMPANY$24,3640.09%487,180CommonSOLE
084423102WRBWR BERKLEY CORP$23,8540.09%340,191CommonSOLE
461202103INTUINTUIT$23,7460.09%35,848CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC$23,7310.09%372,434CommonSOLE
422806208HEI/AHEICO CORP-CLASS A$23,6200.09%93,572CommonSOLE
747525103QCOMQUALCOMM INC$23,5260.09%137,539CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$23,5100.09%51,789CommonSOLE
410867105THGHANOVER INSURANCE GROUP INC$23,5070.09%128,613CommonSOLE
577933104MMSMAXIMUS INC$23,3550.09%270,566CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$23,1370.09%125,730CommonSOLE
303250104FICOFAIR ISAAC CORPORATION$23,0800.08%13,652CommonSOLE
36828A101GEVGE VERNOVA$23,0470.08%35,264CommonSOLE
077454106BDCBELDEN INC$23,0270.08%197,569CommonSOLE
876030107TPRTAPESTRY INC$22,9720.08%179,790CommonSOLE
249906108DSGXTHE DESCARTES SYSTEMS GROUP INC$22,8990.08%261,227CommonSOLE
00206R102TAT&T INC$22,8890.08%921,440CommonSOLE
031162100AMGNAMGEN INC$22,5570.08%68,917CommonSOLE
808513105SCHWSCHWAB (CHARLES) CORP$22,2480.08%222,676CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$22,2090.08%4,147CommonSOLE
759916109RGENREPLIGEN CORP$22,0510.08%134,571CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$21,9040.08%537,789CommonSOLE
203607106CBUCOMMUNITY BANK SYSTEM INC$21,8900.08%381,087CommonSOLE
70975L107PENPENUMBRA INC$21,8420.08%70,252CommonSOLE
872540109TJXTJX COMPANIES INC$21,8340.08%142,137CommonSOLE
097023105BABOEING CO$21,7960.08%100,389CommonSOLE
95082P105WCCWESCO INTERNATIONAL INC$21,6860.08%88,645CommonSOLE
172062101CINFCINCINNATI FINANCIAL CORP$21,5580.08%131,999CommonSOLE
45687V106IRINGERSOLL-RAND INC$21,5480.08%272,005CommonSOLE
458140100INTCINTEL CORP$21,4060.08%580,107CommonSOLE
229663109CUBECUBESMART$21,3590.08%592,491CommonSOLE
749685103RPMRPM INTERNATIONAL INC$21,3530.08%205,319CommonSOLE
00B4BNMY3ACCENTURE PLC-CL A$21,3410.08%79,541CommonSOLE
109194100BFAMBRIGHT HORIZONS FAMILY SOLUTIONS INC$21,2260.08%209,326CommonSOLE
65339F101NEENEXTERA ENERGY INC$21,2250.08%264,383CommonSOLE
78409V104SPGIS&P GLOBAL INC$21,0700.08%40,318CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP$21,0230.08%775,742CommonSOLE
197236102COLBCOLUMBIA BANKING SYSTEM INC$20,8330.08%745,368CommonSOLE
320817109FRMEFIRST MERCHANTS CORP$20,4760.08%546,322CommonSOLE
81762P102NOWSERVICENOW INC$20,4300.08%133,365CommonSOLE
03831W108APPAPPLOVIN CORP$20,0280.07%29,723CommonSOLE
09227Q100BLKBBLACKBAUD INC$20,0110.07%316,037CommonSOLE
14040H105COFCAPITAL ONE FINANCIAL CORP$20,0080.07%82,555CommonSOLE
25754A201DPZDOMINO'S PIZZA INC$19,7950.07%47,491CommonSOLE
127203107WHDCACTUS INC$19,5450.07%427,871CommonSOLE
537008104LFUSLITTELFUSE INC$19,3350.07%76,447CommonSOLE
88033G407THCTENET HEALTHCARE CORP$19,2590.07%96,913CommonSOLE
00724F101ADBEADOBE INC$18,8840.07%53,957CommonSOLE
632307104NTRANATERA INC$18,8580.07%82,315CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$18,8530.07%113,571CommonSOLE
518415104LSCCLATTICE SEMICONDUCTOR CORP$18,8280.07%255,880CommonSOLE
626755102MUSAMURPHY USA INC$18,8190.07%46,638CommonSOLE
379577208GMEDGLOBUS MEDICAL INC$18,6660.07%213,793CommonSOLE
717081103PFEPFIZER INC$18,2260.07%731,972CommonSOLE
040413205ANETARISTA NETWORKS INC$18,0190.07%137,515CommonSOLE
576485205MTDRMATADOR RESOURCES CO$17,9370.07%422,633CommonSOLE
69370C100PTCPTC INC$17,7140.07%101,681CommonSOLE
67059N108NTNXNUTANIX INC$17,5090.06%338,734CommonSOLE
71424F105PRPERMIAN RESOURCES CORP$17,2540.06%1,229,822CommonSOLE
384109104GGGGRACO INC$17,2100.06%209,952CommonSOLE
743315103PGRPROGRESSIVE CORP$17,1650.06%75,376CommonSOLE
032654105ADIANALOG DEVICES INC$17,1130.06%63,101CommonSOLE
56035L104MAINMAIN STREET CAPITAL CORP$16,9210.06%280,200CommonSOLE
548661107LOWLOWES COMPANIES INC$16,8240.06%69,762CommonSOLE
421298100HAYWHAYWARD HOLDINGS INC$16,7480.06%1,083,987CommonSOLE
159864107CRLCHARLES RIVER LABORATORIES$16,6850.06%83,643CommonSOLE
682189105ONON SEMICONDUCTOR CORP$16,6240.06%306,992CommonSOLE
95040Q104WELLWELLTOWER INC$16,0020.06%86,211CommonSOLE
16359R103CHECHEMED CORP$15,9540.06%37,289CommonSOLE
438516106HONHONEYWELL INTERNATIONAL INC$15,9280.06%81,644CommonSOLE
N72482206QGENQIAGN US$15,7200.06%349,575CommonSOLE
00BTN1Y11MEDTRONIC PLC$15,6680.06%163,111CommonSOLE
142339100CSLCARLISLE COS INC$15,6520.06%48,933CommonSOLE
78377T107RHPRYMAN HOSPITALITY PROPERTIES$15,5500.06%164,340CommonSOLE
67000B104NOVTNOVANTA INC$15,5450.06%130,644CommonSOLE
244199105DEDEERE & CO$15,4550.06%33,195CommonSOLE
122017106BURLBURLINGTON STORES INC$15,2710.06%52,868CommonSOLE
20825C104COPCONOCOPHILLIPS$15,2520.06%162,929CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY SA$15,2150.06%26,200CommonSOLE
22788C105CRWDCROWDSTRIKE HOLDINGS INC$15,0920.06%32,195CommonSOLE
407497106HLNEHAMILTON LANE INC$15,0300.06%111,905CommonSOLE
03071H100AMSFAMERISAFE INC$14,8830.05%387,483CommonSOLE
861896108SNEXSTONEX GROUP INC$14,8140.05%155,729CommonSOLE
784117103SEICSEI INVESTMENTS CO$14,6350.05%178,435CommonSOLE
268150109DTDYNATRACE INC$14,6260.05%337,475CommonSOLE
22160N109CSGPCOSTAR GROUP INC$14,5420.05%216,263CommonSOLE
45167R104IEXIDEX CORP$14,5400.05%81,713CommonSOLE
09260D107BXTHE BLACKSTONE GROUP INC$14,4980.05%94,059CommonSOLE
45784P101PODDINSULET CORP$14,4510.05%50,840CommonSOLE
743606105PBPROSPERITY BANCSHARES INC$14,3890.05%208,211CommonSOLE
21037T109CEGCONSTELL ENE$14,2980.05%40,473CommonSOLE
651639106NEMNEWMONT CORP$14,2450.05%142,664CommonSOLE
701094104PHPARKER HANNIFIN CORP$14,2370.05%16,198CommonSOLE
443573100HUBSHUBSPOT INC$14,2270.05%35,453CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$14,1550.05%262,412CommonSOLE
20030N101CMCSACOMCAST CORP-CL A$13,8570.05%463,616CommonSOLE
12541W209CHRWC.H. ROBINSON WORLDWIDE INC$13,7900.05%85,783CommonSOLE
204166102CVLTCOMMVAULT SYSTEMS INC$13,7200.05%109,442CommonSOLE
955306105WSTWEST PHARMACEUTICAL SERVICES$13,3980.05%48,695CommonSOLE
89055F103BLDTOPBUILD CORP$13,3760.05%32,061CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING INC$13,3630.05%51,951CommonSOLE
872590104TMUST-MOBILE US INC$13,2700.05%65,359CommonSOLE
053611109AVYAVERY DENNISON CORP$13,2040.05%72,600CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$13,0560.05%100,264CommonSOLE
359694106FULH B FULLER CO$13,0500.05%219,468CommonSOLE
69047Q102OVVOVINTIV INC$13,0130.05%332,044CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$12,9850.05%26,847CommonSOLE
126650100CVSCVS HEALTH CORP$12,9340.05%162,975CommonSOLE
12572Q105CMECME GROUP INC$12,8100.05%46,909CommonSOLE
02209S103MOALTRIA GROUP INC.$12,5320.05%217,344CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT INC$12,4670.05%87,490CommonSOLE
842587107SOSOUTHERN COMPANY$12,2330.04%140,287CommonSOLE
855244109SBUXSTARBUCKS CORP$12,2230.04%145,151CommonSOLE
30214U102EXPOEXPONENT INC$12,0420.04%173,372CommonSOLE
42330P107HLXHELIX ENERGY SOLUTIONS GROUP$11,7480.04%1,873,615CommonSOLE
26441C204DUKDUKE ENERGY CORP$11,6230.04%99,164CommonSOLE
571748102MRSHMARSH & MC LENNAN CO$11,5380.04%62,191CommonSOLE
25787G100DFINDONNELLEY FINANCIAL SOLUTIONS INC$11,4710.04%245,674CommonSOLE
94106L109WMWASTE MANAGEMENT INC$11,3310.04%51,572CommonSOLE
871607107SNPSSYNOPSYS INC$11,2030.04%23,850CommonSOLE
25809K105DASHDOORDASH INC$11,1620.04%49,284CommonSOLE
00BK9ZQ96TRANE TECHNOLOGIES PLC$11,1360.04%28,612CommonSOLE
88579Y101MMM3M CO$11,0600.04%69,082CommonSOLE
05368V106AVNTAVIENT CORP$10,9800.04%351,473CommonSOLE
127387108CDNSCADENCE DESIGN SYS INC$10,9690.04%35,093CommonSOLE
770700102HOODROBINHOOD MARKETS INC$10,7290.04%94,866CommonSOLE
902973304USBU S BANCORP$10,6350.04%199,300CommonSOLE
03027X100AMTAMERICAN TOWER CORP$10,5520.04%60,103CommonSOLE
615369105MCOMOODY'S CORPORATION$10,5330.04%20,619CommonSOLE
693475105PNCPNC FINANCIAL SERVICES GROUP$10,5210.04%50,407CommonSOLE
70202L102PSNPARCONS CORP$10,5070.04%170,015CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$10,3610.04%13,423CommonSOLE
45826H109ITGRINTEGER HOLDINGS CORP$10,3390.04%131,829CommonSOLE
48251W104KKRKKR & CO INC$10,3220.04%80,967CommonSOLE
064058100BKBANK OF NEW YORK MELLON CORP$10,3110.04%88,817CommonSOLE
443201108HWMHOWMET AEROSPACE INC$10,1720.04%49,614CommonSOLE
036752103ELVANTHEM INC$10,0900.04%28,784CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$9,9880.04%17,516CommonSOLE
78351F107RYANRYAN SPECIALTY GROUP HOLDINGS INC$9,8940.04%191,634CommonSOLE
37045V100GMGENERAL MOTORS CO$9,8920.04%121,642CommonSOLE
893641100TDGTRANSDIGM GROUP INC$9,6330.04%7,244CommonSOLE
654106103NKENIKE INC CL B$9,5690.04%150,195CommonSOLE
969457100WMBWILLIAMS COMPANIES INC$9,4130.03%156,598CommonSOLE
40412C101HCAHCA HEALTHCARE INC$9,3910.03%20,116CommonSOLE
35671D857FCXFREEPORT MCMORAN INC$9,3810.03%184,707CommonSOLE
000886286ROYAL CARIBBEAN CRUISES LTD$9,3660.03%33,578CommonSOLE
125523100CICIGNA CORP$9,3470.03%33,962CommonSOLE
219350105GLWCORNING INC$9,3280.03%106,536CommonSOLE
911312106UPSUNITED PARCEL SERVICE CL B$9,2960.03%93,715CommonSOLE
G0403H108AONAON PLC$9,1020.03%25,794CommonSOLE
739276103POWIPOWER INTEGRATIONS INC$9,0810.03%255,521CommonSOLE
833445109SNOWSNOWFLAKE INC$9,0550.03%41,279CommonSOLE
498894104KNFKNIFE RIV$9,0050.03%128,008CommonSOLE
231021106CMICUMMINS INC$8,9900.03%17,611CommonSOLE
609207105MDLZMONDELEZ INTERNATIONAL INC$8,9510.03%166,278CommonSOLE
126408103CSXCSX CORP$8,7990.03%242,740CommonSOLE
000IVNQZ8TELCONN$8,7300.03%38,372CommonSOLE
43300A203HLTHILTON WORLDWIDE HOLDINGS INC$8,7200.03%30,356CommonSOLE
278865100ECLECOLAB INC$8,6710.03%33,030CommonSOLE
172908105CTASCINTAS CORP$8,6240.03%45,856CommonSOLE
363576109AJGARTHUR J GALLAGHER & CO$8,6020.03%33,238CommonSOLE
89417E109TRVTHE TRAVELERS COMPANIES INC$8,5040.03%29,317CommonSOLE
81141R100SESEA LTD$8,4100.03%65,923CommonSOLE
452308109ITWILLINOIS TOOL WORKS INC$8,3850.03%34,042CommonSOLE
655844108NSCNORFOLK SOUTHERN CORP$8,3070.03%28,773CommonSOLE
03769M106APOAPOLLO GL MGMT$8,2540.03%57,020CommonSOLE
052769106ADSKAUTODESK INC$8,1580.03%27,560CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$8,1480.03%21,256CommonSOLE
31428X106FDXFEDEX CORP$8,1280.03%28,137CommonSOLE
89832Q109TFCTRUIST FINANCIAL CORP$8,0850.03%164,296CommonSOLE
03073E105CORAMERISOURCEBERGEN CORP$8,0500.03%23,833CommonSOLE
025537101AEPAMER ELEC PWR CO INC$8,0220.03%69,573CommonSOLE
18915M107NETCLOUDFLARE INC$7,9910.03%40,533CommonSOLE
124805102CBZCBIZ INC$7,9630.03%157,838CommonSOLE
828806109SPGSIMON PROPERTY GROUP INC$7,6670.03%41,420CommonSOLE
009066101ABNBAIRBNB INC$7,4360.03%54,787CommonSOLE
194162103CLCOLGATE-PALMOLIVE CO$7,4320.03%94,048CommonSOLE
806857108SLBSCHLUMBERGER LTD$7,3930.03%192,630CommonSOLE
693718108PCARPACCAR INC$7,3920.03%67,498CommonSOLE
816851109SRESEMPRA ENERGY$7,3880.03%83,684CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP$7,2980.03%95,190CommonSOLE
053332102AZOAUTOZONE INC$7,2580.03%2,140CommonSOLE
778296103ROSTROSS STORES INC$7,1640.03%39,770CommonSOLE
49456B101KMIKINDER MORGAN INC$7,1260.03%259,239CommonSOLE
075887109BDXBECTON DICKINSON AND CO$7,0910.03%36,540CommonSOLE
92840M102VSTVISTRA ENERGY CORP$7,0900.03%43,948CommonSOLE
001055102AFLAFLAC INC$7,0850.03%64,248CommonSOLE
98978V103ZTSZOETIS INC$7,0840.03%56,304CommonSOLE
009158106APDAIR PRODUCTS & CHEMICALS INC$7,0720.03%28,630CommonSOLE
221006109CRVLCORVEL CORP$7,0640.03%104,393CommonSOLE
020002101ALLALLSTATE CORP$7,0070.03%33,664CommonSOLE
70450Y103PYPLPAYPAL HOLDINGS, INC.$6,8520.03%117,372CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES$6,8170.03%23,221CommonSOLE
253868103DLRDIGITAL REALTY TRUST INC$6,7330.02%43,522CommonSOLE
34959E109FTNTFORTINET INC$6,7190.02%84,617CommonSOLE
718546104PSXPHILLIPS 66$6,6250.02%51,340CommonSOLE
934423104WBDWARNER BROS DIS$6,5300.02%226,574CommonSOLE
756109104OREALTY INCOME CORP$6,5090.02%115,478CommonSOLE
25746U109DDOMINION ENERGY INC$6,4950.02%110,850CommonSOLE
345370860FFORD MOTOR CO$6,4550.02%492,032CommonSOLE
56585A102MPCMARATHON PETROLEUM CORP$6,4440.02%39,626CommonSOLE
91913Y100VLOVALERO ENERGY CORP$6,4300.02%39,497CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL$6,3780.02%172,376CommonSOLE
285512109EAELECTRONIC ARTS INC$6,2290.02%30,487CommonSOLE
881624209TEVATEVA PHARMACEUTICAL-SP ADR$6,1740.02%197,826CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$6,1430.02%13,800CommonSOLE
026874784AIGAMERICAN INTERNATIONAL GROUP INC$6,1070.02%71,383CommonSOLE
22052L104CTVACORTEVA INC$5,9780.02%89,182CommonSOLE
760759100RSGREPUBLIC SERVICES INC$5,9670.02%28,156CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$5,9010.02%26,094CommonSOLE
771049103RBLXROBLOX CORP$5,8920.02%72,718CommonSOLE
98138H101WDAYWORKDAY INC$5,8840.02%27,396CommonSOLE
03076C106AMPAMERIPRIS FIN INC$5,8730.02%11,978CommonSOLE
958102105WDCWESTERN DIGITAL CORP$5,8710.02%34,079CommonSOLE
682680103OKEONEOK INC$5,8210.02%79,193CommonSOLE
74762E102QUREQUANTA SERVICES INC$5,7820.02%13,700CommonSOLE
87612E106TGTTARGET CORP$5,7170.02%58,486CommonSOLE
59156R108METMETLIFE INC$5,6810.02%71,969CommonSOLE
00BKVD2N4SEAGATE TECHNOLOGY HOLDINGS PLC$5,6770.02%20,616CommonSOLE
30161N101EXCEXELON CORP$5,6560.02%129,744CommonSOLE
16411R208LNGCHENIERE ENERGY INC$5,4960.02%28,272CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$5,2700.02%41,862CommonSOLE
74460D109PSAPUBLIC STORAGE$5,2130.02%20,088CommonSOLE
14448C104CARRCARRIER GLOBAL CORP$5,2060.02%98,525CommonSOLE
594972408MSTRMICROSTRATEGY INC CL A$5,1170.02%33,673CommonSOLE
23331A109DHID R HORTON INC$5,1110.02%35,485CommonSOLE
22822V101CCICROWN CASTLE INTL CORP$5,0750.02%57,106CommonSOLE
744573106PEGPUBLIC SERVICE ENTERPRISE GP$5,0270.02%62,606CommonSOLE
501044101KRKROGER CO$5,0020.02%80,051CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$4,9490.02%12,445CommonSOLE
146869102CVNACARVANA CO$4,9160.02%11,649CommonSOLE
911363109URIUNITED RENTALS INC$4,8740.02%6,022CommonSOLE
337738108FISVFISERV INC$4,7200.02%70,268CommonSOLE
217204106CPRTCOPART INC$4,6270.02%118,190CommonSOLE
704326107PAYXPAYCHEX INC$4,5360.02%40,433CommonSOLE
031100100AMEAMETEK INC$4,3840.02%21,353CommonSOLE
311900104FASTFASTENAL CO$4,3470.02%108,329CommonSOLE
05722G100BKRBAKER HUGHES CO$4,3300.02%95,080CommonSOLE
384802104GWWGRAINGER W W INC$4,2790.02%4,241CommonSOLE
N00985106AERAERCAP HOLDINGS$4,2720.02%29,718CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$4,2300.02%10,871CommonSOLE
98389B100XELXCEL ENERGY INC$4,0650.01%55,038CommonSOLE
05464C101AXONAXON ENTERPRISE INC$4,0510.01%7,133CommonSOLE
31488V107FERGFRGSN ENT$3,9260.01%17,636CommonSOLE
278642103EBAYEBAY INC$3,9100.01%44,887CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$3,8990.01%25,933CommonSOLE
988498101YUMYUM! BRANDS INC$3,8610.01%25,520CommonSOLE
29364G103ETRENTERGY CORP$3,8410.01%41,560CommonSOLE
744320102PRUPRUDENTIAL FINANCIAL INC$3,7120.01%32,887CommonSOLE
670346105NUENUCOR CORP$3,6900.01%22,623CommonSOLE
001133446CYBERARK SOFTWARE LTD$3,6880.01%8,268CommonSOLE
573284106MLMMARTIN MARIETTA MATERIALS$3,6750.01%5,902CommonSOLE
00BWT6H89FLUTTER ENTERTAINMENT PLC$3,6510.01%16,979CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$3,6260.01%26,646CommonSOLE
674599105OXYOCCIDENTAL PETRO COR$3,5670.01%86,751CommonSOLE
192446102CTSHCOGNIZANT TECH SOLUTIONS CORP CL A$3,5230.01%42,449CommonSOLE
36266G107GEHCGE HLTHCARE$3,4960.01%42,624CommonSOLE
929740108WABWABTEC CORP$3,4680.01%16,247CommonSOLE
46266C105IQVIQVIA HOLDINGS INC$3,4340.01%15,234CommonSOLE
852234103XYZBLOCK INC$3,4100.01%52,387CommonSOLE
871829107SYYSYSCO CORP$3,3620.01%45,617CommonSOLE
761152107RMDRESMED INC$3,3620.01%13,956CommonSOLE
922475108VEEVVEEVA SYSTEMS INC$3,3310.01%14,920CommonSOLE
03990B101ARESARES MANAGEMENT CORP$3,3300.01%20,605CommonSOLE
416515104HIGHARTFORD FINANCIAL SVCS GRP$3,3240.01%24,124CommonSOLE
857477103STTSTATE STREET CORP$3,3180.01%25,720CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$3,3160.01%11,706CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$3,3120.01%118,235CommonSOLE
457669307INSMINSMED INC$3,3100.01%19,020CommonSOLE
31620M106FISFIDELITY NATIONAL INFORMATION SVCS INC$3,2890.01%49,487CommonSOLE
00BDCPN04COCA-COLA EUROPEAN PARTNERS PLC$3,2840.01%36,207CommonSOLE
171779309CIENCIENA CORP$3,2750.01%14,002CommonSOLE
49177J102KVUEKENVUE INC$3,2620.01%189,077CommonSOLE
98419M100XYLXYLEM INC$3,2420.01%23,807CommonSOLE
G0450A105ACGLARCH CAPITAL GROUP LTD$3,2410.01%33,792CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$3,2210.01%36,869CommonSOLE
60937P106MDBMONGODB INC$3,1850.01%7,588CommonSOLE
92276F100VTRVENTAS INC$3,1710.01%40,976CommonSOLE
80004C200SNDKSANDSK CRP$3,1470.01%13,256CommonSOLE
494368103KMBKIMBERLY CLARK CORP$3,1440.01%31,158CommonSOLE
69331C108PCGPG & E CORP$3,1420.01%195,524CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC$3,1290.01%9,523CommonSOLE
143658300CCL1EURCARNIVAL CORP$3,1260.01%102,373CommonSOLE
199908104FIXCOMFORT SYSTEMS USA INC$3,1220.01%3,345CommonSOLE
011440532GARMIN LTD$3,1200.01%15,381CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$3,0950.01%118,220CommonSOLE
92939U106WECWEC ENERGY GROUP INC$3,0940.01%29,337CommonSOLE
209115104EDCONSOLIDATED EDISON INC$3,0870.01%31,081CommonSOLE
26884L109EQTEQT CORP$3,0820.01%57,491CommonSOLE
000980552NEBIUS GROUP NV$3,0800.01%36,800CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE COMPANY$3,0190.01%125,698CommonSOLE
629377508NRGNRG ENERGY INC$2,9940.01%18,801CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$2,9940.01%14,733CommonSOLE
001082411CHECK POINT SOFTWARE TECH$2,9880.01%16,101CommonSOLE
316773100FITBFIFTH THIRD BANCORP$2,9460.01%62,933CommonSOLE
444859102HUMHUMANA INC$2,9130.01%11,373CommonSOLE
773121108RKLBROCKET LAB CORP$2,8990.01%41,558CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC CL A$2,8660.01%12,814CommonSOLE
754730109RJFRAYMOND JAMES FINANCIAL CORP$2,8560.01%17,786CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$2,8390.01%34,023CommonSOLE
256677105DGDOLLAR GENERAL CORP$2,8360.01%21,364CommonSOLE
45841N107IBKRINTERACTIVE BROKERS CL A$2,7690.01%43,060CommonSOLE
880770102TERTERADYNE INC$2,7560.01%14,236CommonSOLE
446150104HBANHUNTINGTON BANCSHARES$2,6940.01%155,302CommonSOLE
55024U109LITELUMENTUM HOLDINGS INC$2,6940.01%7,310CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$2,6750.01%1,919CommonSOLE
50212V100LPLALPL FINANCIAL HOLDINGS INC$2,6670.01%7,468CommonSOLE
039483102ADMARCHER DANIELS-MIDLAND CO$2,6520.01%46,131CommonSOLE
570535104MKLMARKEL CORP$2,6420.01%1,229CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE$2,6320.01%16,787CommonSOLE
427866108HSYHERSHEY CO$2,6290.01%14,448CommonSOLE
55261F104MTBM & T BANK CORPORATION$2,6050.01%12,927CommonSOLE
925652109VICIVICI PROPERTIES INC$2,5930.01%92,228CommonSOLE
336433107FSLRFIRST SOLAR INC$2,5850.01%9,896CommonSOLE
049468101TEAMATLASSIAN CORP$2,5790.01%15,903CommonSOLE
294429105EFXEQUIFAX INC$2,5650.01%11,821CommonSOLE
023608102AEEAMEREN CORPORATION$2,5280.01%25,318CommonSOLE
29084Q100EMEEMCOR GROUP INC$2,5080.01%4,099CommonSOLE
665859104NTRSNORTHERN TRUST CORP$2,5000.01%18,306CommonSOLE
252131107DXCMDEXCOM INC$2,4720.01%37,250CommonSOLE
681919106OMCOMNICOM GROUP INC$2,4510.01%30,359CommonSOLE
260003108DOVDOVER CORP$2,4480.01%12,539CommonSOLE
233331107DTEDTE ENERGY CO$2,4460.01%18,965CommonSOLE
174610105CFGCITIZENS FINANCIAL GROUP INC$2,4410.01%41,794CommonSOLE
30040W108ESEVERSOURCE ENERGY$2,4350.01%36,166CommonSOLE
466313103JBLJABIL INC$2,4340.01%10,674CommonSOLE
143013422AMRIZE LTD$2,4340.01%44,999CommonSOLE
053484101AVBAVALONBAY COMMUNITIES INC$2,3960.01%13,216CommonSOLE
165167735EXEEXPAND ENERGY CORP$2,3960.01%21,707CommonSOLE
518439104ELESTEE LAUDER COMPANIES CL A$2,3690.01%22,622CommonSOLE
030420103AWKAMERICAN WATER WORKS CO INC$2,3610.01%18,089CommonSOLE
77311W101RKTROCKET COS INC$2,3570.01%121,771CommonSOLE
46284V101IRMIRON MOUNTAIN INC$2,3500.01%28,336CommonSOLE
92338C103VLTOVERALTO CRP$2,3130.01%23,186CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$2,3050.01%60,122CommonSOLE
69351T106PPLPPL CORPORATION$2,2980.01%65,620CommonSOLE
75734B100RDDTREDDIT INC$2,2810.01%9,922CommonSOLE
256746108DLTRDOLLAR TREE INC$2,2800.01%18,533CommonSOLE
406216101HALHALLIBURTON CO$2,2770.01%80,571CommonSOLE
Y2573F102FLEXFLEX LTD$2,2320.01%36,944CommonSOLE
337932107FEFIRSTENERGY CORP$2,2210.01%49,601CommonSOLE
693506107PPGPPG IND INC$2,2170.01%21,637CommonSOLE
281020107EIXEDISON INTERNATIOAL$2,2150.01%36,899CommonSOLE
745867101PHMPULTEGROUP INC$2,2120.01%18,866CommonSOLE
858119100STLDSTEEL DYNAMICS INC$2,2110.01%13,047CommonSOLE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDING LTD$2,1840.01%15,181CommonSOLE
941848103WATWATERS CORPORATION$2,1780.01%5,735CommonSOLE
550021109LULULULULEMON ATHLETICA INC$2,1780.01%10,479CommonSOLE
90138F102TWLOTWILIO INC$2,1660.01%15,228CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$2,1510.01%11,925CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP$2,1450.01%4,403CommonSOLE
969904101WSMWILLIAMS-SONOMA INC$2,1400.01%11,981CommonSOLE
127097103CTRACOTERRA ENERGY INC$2,1380.01%81,247CommonSOLE
526057104LENLENNAR CORP CL A$2,1120.01%20,542CommonSOLE
04626A103ALABASTERA LABS INC$2,1080.01%12,671CommonSOLE
98980G102ZSZSCALER INC$2,0960.01%9,320CommonSOLE
531229755FWONKLIBERTY MEDIA CORP-LIBFORMONE$2,0940.01%21,257CommonSOLE
74144T108TROWT ROWE PRICE GROUP INC$2,0890.01%20,401CommonSOLE
98980L101ZNGAZOOM VIDEO COMMUNICATIONS INC CL A$2,0810.01%24,122CommonSOLE
29476L107EQREQUITY RESIDENTIAL$2,0650.01%32,755CommonSOLE
74624M102PPURE STORAGE INC$2,0570.01%30,690CommonSOLE
09062X103BIIBBIOGEN INC$2,0540.01%11,669CommonSOLE
370334104GISGENERAL MILLS INC$2,0460.01%44,005CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP$2,0330.01%10,509CommonSOLE
G8267P108SWSMURFIT WEST-ROCK PLC$2,0230.01%52,316CommonSOLE

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.