MondegarAI
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO

Q1 2026 · 13F-HR

PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADOholdings as filed

Filed 2026-05-14 · accession 0000315297-26-000005

$25.5M
Reported value
1,848
Positions
2026-03-31
Period end
View analyzed profile →PRO

The Brief · PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO · Q1 2026

AI · grounded in 13F

PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO increased its position in MNST by 1155.45%. The fund also accumulated shares in T by 364.85% and COF by 491.50%. On the sell side, the fund trimmed its holdings in BLK by 87.96% and CRM by 64.46%.

Holdings as filed

First 500 of 1848

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORP$2.0M7.80%11,402,771CommonSOLE
037833100AAPLAPPLE INC$1.7M6.75%6,774,177CommonSOLE
02079K305GOOGLALPHABET INC CL A$1.3M5.15%4,559,738CommonSOLE
594918104MSFTMICROSOFT CORP$1.3M5.03%3,465,021CommonSOLE
023135106AMZNAMAZON.COM INC$1.0M3.95%4,838,746CommonSOLE
30303M102METAMETA PLATFORMS INC - CL A$723,0572.84%1,263,798CommonSOLE
11135F101AVGOBROADCOM INC$696,8792.73%2,251,556CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$510,6162.00%1,735,843CommonSOLE
931142103WMTWALMART INC$492,3181.93%3,961,361CommonSOLE
30231G102XOMEXXON MOBIL CORPORATION$465,2831.83%2,742,441CommonSOLE
532457108LLYELI LILLY & CO$411,5351.61%447,432CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORP$396,0111.55%397,430CommonSOLE
92826C839VVISA INC CLASS A$334,8881.31%1,108,019CommonSOLE
88160R101TSLATESLA INC$329,0531.29%885,146CommonSOLE
718172109PMPHILIP MORRIS INTERNATIONAL INC$300,0631.18%1,814,821CommonSOLE
57636Q104MAMASTERCARD INC - CLASS A$261,9971.03%524,351CommonSOLE
025816109AXPAMERICAN EXPRESS CO$253,0840.99%836,697CommonSOLE
617446448MSMORGAN STANLEY$247,0410.97%1,501,131CommonSOLE
000S9YS76LINDE PLC$239,3190.94%482,732CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR SP A$238,4290.94%705,515CommonSOLE
75513E101RTXRAYTHEON TECHNOLOGIES CORP$227,9480.89%1,181,691CommonSOLE
58155Q103MCKMCKESSON HBOC INC$224,1330.88%259,006CommonSOLE
595112103MUMICRON TECH INC$207,7260.82%614,865CommonSOLE
00287Y109ABBVABBVIE INC$198,2920.78%911,731CommonSOLE
369604301GEGENERAL ELECTRIC CO$197,0800.77%694,506CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$180,9850.71%1,114,166CommonSOLE
02079K107GOOGALPHABET INC CL C$179,4030.70%625,401CommonSOLE
004432874CHUBB LTD$166,0630.65%509,504CommonSOLE
26875P101EOGEOG RESOURCES INC$165,9020.65%1,147,555CommonSOLE
437076102HDHOME DEPOT INC$161,0310.63%489,619CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$158,3620.62%987,784CommonSOLE
863667101SYKSTRYKER CORP$153,7480.60%467,902CommonSOLE
882508104TXNTEXAS INSTRUMENTS INC$153,3650.60%789,973CommonSOLE
032095101APHAMPHENOL CORP CL A$143,6270.56%1,136,743CommonSOLE
482480100KLACKLA CORP$142,6120.56%96,856CommonSOLE
375558103GILDGILEAD SCIENCES INC$142,0940.56%1,019,546CommonSOLE
64110L106NFLXNETFLIX INC$139,3770.55%1,449,577CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$139,2090.55%311,750CommonSOLE
291011104EMREMERSON ELECTRIC CO$137,2340.54%1,047,430CommonSOLE
00BY7QL61JOHNSON CONTROLS INTERNATIONAL PLC$130,8060.51%998,899CommonSOLE
00B8KQN82EATON CORP PLC$129,8880.51%363,151CommonSOLE
00206R102TAT&T INC$124,1730.49%4,283,314CommonSOLE
002824100ABTABBOTT LABORATORIES$120,2330.47%1,171,060CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$117,2910.46%365,906CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$112,8740.44%554,856CommonSOLE
58733R102MELIMERCADOLIBRE INC$112,7600.44%65,216CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$108,6400.43%221,025CommonSOLE
67103H107ORLYO'REILLY AUTOMOTIVE INC$108,3850.43%1,174,144CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$106,7880.42%1,701,806CommonSOLE
907818108UNPUNION PACIFIC CORP$106,7380.42%439,938CommonSOLE
369550108GDGENERAL DYNAMICS CORP$100,6860.40%293,357CommonSOLE
571903202MARMARRIOTT INTERNATIONAL CL A$89,4420.35%273,464CommonSOLE
14040H105COFCAPITAL ONE FINANCIAL CORP$89,0830.35%488,313CommonSOLE
872540109TJXTJX COMPANIES INC$87,9420.35%550,671CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP$86,5940.34%1,195,064CommonSOLE
149123101CATCATERPILLAR INC$86,1110.34%121,547CommonSOLE
12626K203CRH PLC$86,0940.34%819,003CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC CL B$84,5840.33%176,511CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CP$83,5990.33%1,043,941CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$80,7090.32%551,744CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE INC$78,7590.31%500,755CommonSOLE
478160104JNJJOHNSON & JOHNSON CO$75,3060.30%308,075CommonSOLE
512807306LRCXLAM RESRCH$75,0320.29%351,176CommonSOLE
74340W103PLDPROLOGIS INC (NEW)$73,7390.29%557,869CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$69,5160.27%277,419CommonSOLE
23804L103DDOGDATADOG INC$66,5120.26%563,425CommonSOLE
79466L302CRMSALESFORCE.COM INC$61,0880.24%327,251CommonSOLE
55354G100MSCIMSCI INC CL A$60,9400.24%113,060CommonSOLE
29444U700EQIXEQUINIX INC$60,4600.24%61,679CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS NV$58,2350.23%295,821CommonSOLE
235851102DHRDANAHER CORP$55,8630.22%294,637CommonSOLE
166764100CVXCHEVRON CORP$51,0370.20%246,673CommonSOLE
512816109LAMRLAMAR ADVERTISING CO$44,4990.17%351,328CommonSOLE
458140100INTCINTEL CORP$43,8070.17%992,676CommonSOLE
742718109PGPROCTER & GAMBLE CO$43,1650.17%298,841CommonSOLE
060505104BACBANK OF AMERICA CORP$42,3920.17%869,583CommonSOLE
191216100KOCOCA-COLA CO$39,8590.16%524,113CommonSOLE
17275R102CSCOCISCO SYSTEMS INC$39,3540.15%507,204CommonSOLE
58933Y105MRKMERCK & CO INC$38,6070.15%320,946CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$35,8880.14%303,415CommonSOLE
609839105MPWRMONOLITHIC POWER SYSTEMS INC$35,7410.14%32,689CommonSOLE
88146M101TRNOTERRENO REALTY CORP$35,0750.14%571,064CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$34,8870.14%165,099CommonSOLE
038222105AMATAPPLIED MATERIALS INC$34,8830.14%102,060CommonSOLE
75524B104RBCRBC BEARINGS INC$34,6280.14%63,757CommonSOLE
87612G101TRGPTARGA RESOURCES CORP$34,3330.13%136,933CommonSOLE
049560105ATOATMOS ENERGY CORP$33,3410.13%180,494CommonSOLE
00187Y100APGAPI GROUP CORP$33,2890.13%821,554CommonSOLE
28618M106ESIELEMENT SOLUTIONS$32,6460.13%956,227CommonSOLE
296315104ESEESCO TECHNOLOGIES INC$32,5820.13%115,797CommonSOLE
68389X105ORCLORACLE CORPORATION$32,4430.13%220,535CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$32,3750.13%106,386CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$32,1350.13%37,985CommonSOLE
949746101WMT2WELLS FARGO & CO$31,9490.13%401,321CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$31,4140.12%116,095CommonSOLE
912008109USFDUS FOODS HOLDING CORP$31,1460.12%337,769CommonSOLE
80004C200SNDKSANDSK CRP$31,0400.12%48,856CommonSOLE
40415F101HDBHDFC BANK LTD-ADR$30,7700.12%1,236,744CommonSOLE
980745103WWDWOODWARD INC$30,7690.12%85,965CommonSOLE
36828A101GEVGE VERNOVA$30,7480.12%35,225CommonSOLE
12504L109CBRECBRE GROUP INC$30,3200.12%223,830CommonSOLE
607828100MODMODINE MANUFACTURING CO$30,3180.12%139,902CommonSOLE
03820C105AITAPPLIED INDUSTRIAL TECHNOLOGIES INC$29,4990.12%111,181CommonSOLE
459200101IBMINTL BUS MACHS$28,9370.11%119,382CommonSOLE
12503M108CBOECBOE GLOBAL MARKETS INC$28,8090.11%102,499CommonSOLE
191098102COKECOCACOLA CNSLD INC$28,6900.11%149,628CommonSOLE
018802108LNTALLIANT ENERGY CORP$28,4620.11%396,632CommonSOLE
55405Y100MTSIMACOM TECHNOLOGY SOLUTIONS HOLDINGS INC$28,3430.11%127,629CommonSOLE
95082P105WCCWESCO INTERNATIONAL INC$28,3050.11%103,445CommonSOLE
580135101MCDMCDONALDS CORP$28,2910.11%91,029CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$28,1020.11%46,448CommonSOLE
631103108NDAQNASDAQ INC$28,0130.11%329,987CommonSOLE
45780R101IBPINSTALLED BUILDING PRODUCTS INC$28,0010.11%105,603CommonSOLE
302520101FNBFNB CORP$27,9310.11%1,670,494CommonSOLE
713448108PEPPEPSICO INC$27,2150.11%175,251CommonSOLE
03852U106ARMKARAMARK$27,1640.11%670,051CommonSOLE
229899109CFRCULLEN FROST BANKERS INC$27,1490.11%198,050CommonSOLE
031100100AMEAMETEK INC$27,0740.11%126,303CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$26,9910.11%537,675CommonSOLE
443510607HUBBHUBBELL INC$26,5290.10%54,059CommonSOLE
09073M104TECHBIO-TECHNE CORP$26,5080.10%507,232CommonSOLE
988498101YUMYUM! BRANDS INC$26,1550.10%168,220CommonSOLE
69047Q102OVVOVINTIV INC$25,8600.10%435,644CommonSOLE
172967424CCITIGROUP INC$25,7880.10%227,384CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC$25,5490.10%395,434CommonSOLE
576485205MTDRMATADOR RESOURCES CO$25,1670.10%398,333CommonSOLE
861896108SNEXSTONEX GROUP INC$25,0700.10%310,844CommonSOLE
125896100CMSCMS ENERGY CORP$24,8670.10%320,537CommonSOLE
G8473T100STESTERIS PLC$24,7280.10%111,825CommonSOLE
876030107TPRTAPESTRY INC$24,5800.10%174,190CommonSOLE
65339F101NEENEXTERA ENERGY INC$24,5510.10%264,326CommonSOLE
031162100AMGNAMGEN INC$24,2450.10%68,906CommonSOLE
127190304CACICACI INTERNATIONAL$24,0810.09%44,277CommonSOLE
316773100FITBFIFTH THIRD BANCORP$23,9240.09%514,944CommonSOLE
518415104LSCCLATTICE SEMICONDUCTOR CORP$23,7350.09%255,880CommonSOLE
537008104LFUSLITTELFUSE INC$23,2610.09%68,547CommonSOLE
45168D104IDXXIDEXX LABORATORIES INC$23,2560.09%41,388CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$23,0600.09%117,630CommonSOLE
410867105THGHANOVER INSURANCE GROUP INC$22,2950.09%128,613CommonSOLE
254687106DISWALT DISNEY CO$22,1150.09%229,461CommonSOLE
71424F105PRPERMIAN RESOURCES CORP$21,9860.09%1,031,222CommonSOLE
147528103CASYCASEYS GENERAL STORES INC$21,8980.09%30,086CommonSOLE
00BKVD2N4SEAGATE TECHNOLOGY HOLDINGS PLC$21,8660.09%55,816CommonSOLE
229663109CUBECUBESMART$21,7150.09%592,491CommonSOLE
929160109VMCVULCAN MATERIALS CO$21,6800.09%79,618CommonSOLE
20825C104COPCONOCOPHILLIPS$21,4420.08%162,440CommonSOLE
426281101JKHYHENRY JACK & ASSOCIATES$21,2920.08%134,724CommonSOLE
320817109FRMEFIRST MERCHANTS CORP$21,1590.08%546,322CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$21,1180.08%45,811CommonSOLE
90384S303ULTAULTA BEAUTY INC$21,0900.08%40,348CommonSOLE
808513105SCHWSCHWAB (CHARLES) CORP$20,8050.08%221,376CommonSOLE
172062101CINFCINCINNATI FINANCIAL CORP$20,7700.08%131,999CommonSOLE
682189105ONON SEMICONDUCTOR CORP$20,7240.08%334,692CommonSOLE
717081103PFEPFIZER INC$20,5490.08%731,819CommonSOLE
197236102COLBCOLUMBIA BANKING SYSTEM INC$20,4450.08%745,368CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP$20,2620.08%775,742CommonSOLE
032654105ADIANALOG DEVICES INC$20,0450.08%63,008CommonSOLE
320517105FHNFIRST HORIZON CORP$20,0270.08%879,916CommonSOLE
626755102MUSAMURPHY USA INC$20,0250.08%40,538CommonSOLE
097023105BABOEING CO$20,0030.08%100,501CommonSOLE
45687V106IRINGERSOLL-RAND INC$19,8140.08%247,305CommonSOLE
88033G407THCTENET HEALTHCARE CORP$19,7790.08%104,813CommonSOLE
422806208HEI/AHEICO CORP-CLASS A$19,7520.08%93,572CommonSOLE
199908104FIXCOMFORT SYSTEMS USA INC$19,5060.08%14,145CommonSOLE
29977A105EVREVERCORE PARTNERS INC$19,3680.08%64,882CommonSOLE
M6191J100FROGJFROG LTD$19,3090.08%411,440CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$19,1540.08%53,371CommonSOLE
775711104ROLROLLINS INC$19,0140.07%356,010CommonSOLE
127203107WHDCACTUS INC$18,8230.07%397,371CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$18,7550.07%113,571CommonSOLE
244199105DEDEERE & CO$18,6970.07%33,192CommonSOLE
729132100PLXSPLEXUS CORP$18,6460.07%92,059CommonSOLE
438516106HONHONEYWELL INTERNATIONAL INC$18,4500.07%81,626CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$18,3550.07%255,183CommonSOLE
95040Q104WELLWELLTOWER INC$18,2090.07%92,101CommonSOLE
09290D101BLKBLCKRCK INC$18,1160.07%18,837CommonSOLE
466313103JBLJABIL INC$18,0820.07%68,074CommonSOLE
19247G107COHRCOHERENT CORP$18,0300.07%75,689CommonSOLE
441593100HLIHOULIHAN LOKEY INC$17,8740.07%124,451CommonSOLE
384109104GGGGRACO INC$17,7720.07%209,952CommonSOLE
747525103QCOMQUALCOMM INC$17,6630.07%137,154CommonSOLE
077454106BDCBELDEN INC$17,5420.07%152,769CommonSOLE
159864107CRLCHARLES RIVER LABORATORIES$17,5330.07%101,643CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$17,4310.07%4,140CommonSOLE
05722G100BKRBAKER HUGHES CO$17,4040.07%285,080CommonSOLE
577933104MMSMAXIMUS INC$17,3430.07%270,566CommonSOLE
784117103SEICSEI INVESTMENTS CO$17,2350.07%219,635CommonSOLE
42330P107HLXHELIX ENERGY SOLUTIONS GROUP$17,1180.07%1,730,815CommonSOLE
78409V104SPGIS&P GLOBAL INC$17,1080.07%40,223CommonSOLE
040413205ANETARIST NTWRKS$16,8890.07%137,556CommonSOLE
655663102NDSNNORDSON CORP$16,5350.06%62,148CommonSOLE
548661107LOWLOWES COMPANIES INC$16,4810.06%69,751CommonSOLE
632307104NTRANATERA INC$16,4620.06%82,315CommonSOLE
55306N104MKSIMKS INSTRUMENTS INC$16,3950.06%71,340CommonSOLE
05561Q201BOKFBOK FINANCIAL CORP$16,3340.06%127,550CommonSOLE
142339100CSLCARLISLE COS INC$16,3250.06%48,933CommonSOLE
007973100AEISADVANCED ENERGY INDUSTRIES$16,2810.06%50,452CommonSOLE
447462102HURNHURON CONSULTING GROUP INC$16,1850.06%126,950CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$16,1840.06%26,777CommonSOLE
29084Q100EMEEMCOR GROUP INC$16,1680.06%21,899CommonSOLE
004498101ACIWACI WORLDWIDE INC$15,9570.06%389,111CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$15,9130.06%262,367CommonSOLE
122017106BURLBURLINGTON STORES INC$15,8680.06%48,768CommonSOLE
759916109RGENREPLIGEN CORP$15,8550.06%134,571CommonSOLE
416515104HIGHARTFORD FINANCIAL SVCS GRP$15,7440.06%116,424CommonSOLE
00B4BNMY3ACCENTURE PLC-CL A$15,7360.06%79,358CommonSOLE
171779309CIENCIENA CORP$15,6080.06%40,202CommonSOLE
461202103INTUINTUIT$15,4890.06%35,822CommonSOLE
45167R104IEXIDEX CORP$15,4890.06%81,713CommonSOLE
67000B104NOVTNOVANTA INC$15,4300.06%130,644CommonSOLE
651639106NEMNEWMONT CORP$15,4130.06%142,386CommonSOLE
874054109TTWOTAKE TWO INTERACTIVE SOFTWARE$15,2460.06%77,196CommonSOLE
379577208GMEDGLOBUS MEDICAL INC$15,2150.06%176,593CommonSOLE
78377T107RHPRYMAN HOSPITALITY PROPERTIES$15,1640.06%164,340CommonSOLE
053611109AVYAVERY DENNISON CORP$15,1610.06%87,800CommonSOLE
743315103PGRPROGRESSIVE CORP$14,9390.06%75,360CommonSOLE
56035L104MAINMAIN STREET CAPITAL CORP$14,9030.06%281,396CommonSOLE
74743L100QQNITY ELECTRONICS INC$14,5440.06%126,052CommonSOLE
421298100HAYWHAYWARD HOLDINGS INC$14,5040.06%1,083,987CommonSOLE
69370C100PTCPTC INC$14,4890.06%101,681CommonSOLE
701094104PHPARKER HANNIFIN CORP$14,4870.06%16,182CommonSOLE
219350105GLWCORNING INC$14,4860.06%106,538CommonSOLE
231561101CWCURTISS-WRIGHT CORP$14,4250.06%21,178CommonSOLE
02209S103MOALTRIA GROUP INC.$14,3370.06%217,255CommonSOLE
12541W209CHRWC.H. ROBINSON WORLDWIDE INC$14,2460.06%85,783CommonSOLE
00BTN1Y11MEDTRONIC PLC$14,1280.06%163,052CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$14,1020.06%41,189CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP$14,0550.06%23,703CommonSOLE
81762P102NOWSERVICENOW INC$13,9310.05%133,248CommonSOLE
25787G100DFINDONNELLEY FINANCIAL SOLUTIONS INC$13,9190.05%295,274CommonSOLE
87162W100SNXSYNNEX CORP$13,8900.05%82,331CommonSOLE
892356106TSCOTRACTOR SUPPLY COMPANY$13,8560.05%305,880CommonSOLE
12572Q105CMECME GROUP INC$13,8540.05%46,907CommonSOLE
872590104TMUST-MOBILE US INC$13,7020.05%65,238CommonSOLE
751212101RLRALPH LAUREN CORP$13,6960.05%39,815CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$13,6360.05%48,293CommonSOLE
92556V106VTRSVIATRIS INC$13,5580.05%1,003,521CommonSOLE
842587107SOSOUTHERN COMPANY$13,5410.05%140,292CommonSOLE
359694106FULH B FULLER CO$13,5370.05%219,468CommonSOLE
0015002SNQIAGN US$13,2970.05%332,096CommonSOLE
20030N101CMCSACOMCAST CORP-CL A$13,2600.05%461,851CommonSOLE
418056107HASHASBRO INC$13,2520.05%141,581CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$13,1480.05%100,264CommonSOLE
00724F101ADBEADOBE INC$13,1130.05%53,945CommonSOLE
880770102TERTERADYNE INC$13,1020.05%44,196CommonSOLE
16359R103CHECHEMED CORP$13,0660.05%34,589CommonSOLE
855244109SBUXSTARBUCKS CORP$13,0030.05%145,134CommonSOLE
26441C204DUKDUKE ENERGY CORP$12,9820.05%99,144CommonSOLE
05368V106AVNTAVIENT CORP$12,7580.05%351,473CommonSOLE
00BFRT3W7ALLEGION PLC$12,7550.05%87,790CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY SA$12,7050.05%26,200CommonSOLE
703343103PATKPATRICK INDUSTRIES INC$12,6850.05%114,211CommonSOLE
22788C105CRWDCROWDSTRIKE HOLDINGS INC$12,5820.05%32,227CommonSOLE
45073V108ITTITT INC$12,5810.05%66,029CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE$12,5620.05%64,287CommonSOLE
25754A201DPZDOMINO'S PIZZA INC$12,5190.05%34,891CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HOLDINGS INC$12,4380.05%184,072CommonSOLE
958102105WDCWESTERN DIGITAL CORP$12,4020.05%45,849CommonSOLE
955306105WSTWEST PHARMACEUTICAL SERVICES$12,2050.05%48,695CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$11,9370.05%17,497CommonSOLE
00BK9ZQ96TRANE TECHNOLOGIES PLC$11,9100.05%28,579CommonSOLE
G87110105FTITECHNIPFMC PLC$11,8900.05%171,997CommonSOLE
94106L109WMWASTE MANAGEMENT INC$11,8480.05%51,562CommonSOLE
30161Q104EXELEXELIXIS INC$11,8480.05%276,248CommonSOLE
03831W108APPAPPLOVIN CORP$11,8270.05%29,716CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$11,7930.05%62,382CommonSOLE
942749102WTSWATTS WATER TECHNOLOGIES INC CL A$11,7400.05%40,443CommonSOLE
126650100CVSCVS HEALTH CORP$11,7050.05%162,978CommonSOLE
82982T106SITMSITIME CORP$11,4850.05%33,255CommonSOLE
443201108HWMHOWMET AEROSPACE INC$11,4240.04%49,569CommonSOLE
969457100WMBWILLIAMS COMPANIES INC$11,3950.04%156,565CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$11,3400.04%75,825CommonSOLE
30214U102EXPOEXPONENT INC$11,3130.04%173,372CommonSOLE
89055F103BLDTOPBUILD CORP$11,2630.04%32,061CommonSOLE
21037T109CEGCONSTELL ENE$11,2570.04%40,313CommonSOLE
573874104MRVLMARVELL TECH$10,8720.04%109,764CommonSOLE
35671D857FCXFREEPORT MCMORAN INC$10,8550.04%184,673CommonSOLE
683344105ONTOONTO INNOVATION INC$10,8500.04%52,910CommonSOLE
09260D107BXBLACKSTONE GROUP INC/THE$10,8190.04%94,085CommonSOLE
571748102MRSHMARSH & MC LENNAN CO$10,7720.04%62,105CommonSOLE
67059N108NTNXNUTANIX INC$10,7580.04%283,034CommonSOLE
268150109DTDYNATRACE INC$10,7340.04%290,275CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING INC$10,5490.04%51,918CommonSOLE
064058100BKBANK OF NEW YORK MELLON CORP$10,4650.04%88,212CommonSOLE
693475105PNCPNC FINANCIAL SERVICES GROUP$10,4600.04%50,265CommonSOLE
03027X100AMTAMERICAN TOWER CORP$10,3700.04%60,086CommonSOLE
902973304USBU S BANCORP$10,3600.04%199,196CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$10,3450.04%13,389CommonSOLE
249906108DSGXDESCARTES SYSTEMS GROUP INC/THE$10,1990.04%142,527CommonSOLE
889478103TOLTOLL BROS INC$10,1710.04%74,532CommonSOLE
88579Y101MMM3M CO$10,0230.04%69,018CommonSOLE
31428X106FDXFEDEX CORP$10,0100.04%28,103CommonSOLE
126408103CSXCSX CORP$9,9590.04%242,614CommonSOLE
806857108SLBSCHLUMBERGER LTD$9,8980.04%192,598CommonSOLE
303250104FICOFAIR ISAAC CORPORATION$9,7700.04%9,152CommonSOLE
127387108CDNSCADENCE DESIGN SYS INC$9,7470.04%35,076CommonSOLE
91913Y100VLOVALERO ENERGY CORP$9,7090.04%39,294CommonSOLE
56585A102MPCMARATHON PETROLEUM CORP$9,6450.04%39,500CommonSOLE
109194100BFAMBRIGHT HORIZONS FAMILY SOLUTIONS INC$9,5780.04%116,626CommonSOLE
609207105MDLZMONDELEZ INTERNATIONAL INC$9,5750.04%166,119CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT INC$9,5610.04%62,690CommonSOLE
871607107SNPSSYNOPSYS INC$9,5300.04%24,036CommonSOLE
88023U101SGITEMPUR-PEDIC INTERNATIONAL INC$9,4950.04%128,445CommonSOLE
231021106CMICUMMINS INC$9,4780.04%17,616CommonSOLE
40412C101HCAHCA HEALTHCARE INC$9,4520.04%19,972CommonSOLE
718546104PSXPHILLIPS 66$9,3440.04%51,288CommonSOLE
260557103DOWDOW INC$9,3060.04%223,428CommonSOLE
000886286ROYAL CARIBBEAN CRUISES LTD$9,2480.04%33,607CommonSOLE
68404L201OPCHOPTION CARE HEALTH INC$9,2390.04%343,215CommonSOLE
911312106UPSUNITED PARCEL SERVICE CL B$9,2280.04%93,796CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$9,2220.04%21,250CommonSOLE
43300A203HLTHILTON WORLDWIDE HOLDINGS INC$9,2000.04%30,255CommonSOLE
025537101AEPAMER ELEC PWR CO INC$9,1150.04%69,534CommonSOLE
125523100CICIGNA CORP$9,0590.04%33,962CommonSOLE
34354P105FLSFLOWSERVE CORPORATION$9,0290.04%122,829CommonSOLE
37045V100GMGENERAL MOTORS CO$9,0110.04%120,954CommonSOLE
615369105MCOMOODY'S CORPORATION$8,9790.04%20,583CommonSOLE
44930G107ICUIICU MEDICAL INC$8,9780.04%69,517CommonSOLE
45826H109ITGRINTEGER HOLDINGS CORP$8,9700.04%101,929CommonSOLE
452308109ITWILLINOIS TOOL WORKS INC$8,8470.03%33,988CommonSOLE
278865100ECLECOLAB INC$8,7820.03%33,011CommonSOLE
49456B101KMIKINDER MORGAN INC$8,6930.03%259,267CommonSOLE
82706C108SIMOSILICON MOTION TECHNOL-ADR$8,6460.03%77,000CommonSOLE
778296103ROSTROSS STORES INC$8,6000.03%39,700CommonSOLE
58506Q109MEDPMEDPACE HOLDINGS INC$8,5450.03%17,795CommonSOLE
893641100TDGTRANSDIGM GROUP INC$8,4000.03%7,248CommonSOLE
036752103ELVANTHEM INC$8,3950.03%28,677CommonSOLE
18915M107NETCLOUDFLARE INC$8,3840.03%40,630CommonSOLE
G0403H108AONAON PLC$8,3170.03%25,766CommonSOLE
009158106APDAIR PRODUCTS & CHEMICALS INC$8,3150.03%28,625CommonSOLE
655844108NSCNORFOLK SOUTHERN CORP$8,2560.03%28,767CommonSOLE
09227Q100BLKBBLACKBAUD INC$8,1870.03%212,037CommonSOLE
816851109SRESEMPRA ENERGY$8,1310.03%83,674CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES$8,0120.03%23,214CommonSOLE
000IVNQZ8TELCONN$8,0090.03%38,319CommonSOLE
194162103CLCOLGATE-PALMOLIVE CO$8,0080.03%93,956CommonSOLE
16411R208LNGCHENIERE ENERGY INC$7,9760.03%28,109CommonSOLE
654106103NKENIKE INC CL B$7,9360.03%150,237CommonSOLE
253868103DLRDIGITAL REALTY TRUST INC$7,8570.03%43,597CommonSOLE
693718108PCARPACCAR INC$7,7950.03%67,487CommonSOLE
172908105CTASCINTAS CORP$7,7440.03%45,785CommonSOLE
828806109SPGSIMON PROPERTY GROUP INC$7,7240.03%41,410CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$7,6410.03%26,197CommonSOLE
89832Q109TFCTRUIST FINANCIAL CORP$7,5350.03%163,909CommonSOLE
445658107JBHTHUNT J B TRANSPORT SVCS INC$7,5270.03%35,523CommonSOLE
74762E102QUREQUANTA SERVICES INC$7,5220.03%13,700CommonSOLE
48251W104KKRKKR & CO INC$7,4890.03%80,959CommonSOLE
03073E105CORAMERISOURCEBERGEN CORP$7,4860.03%23,831CommonSOLE
22052L104CTVACORTEVA INC$7,4540.03%89,047CommonSOLE
25809K105DASHDOORDASH INC$7,4180.03%49,404CommonSOLE
22160N109CSGPCOSTAR GROUP INC$7,3280.03%181,663CommonSOLE
053332102AZOAUTOZONE INC$7,2080.03%2,134CommonSOLE
363576109AJGARTHUR J GALLAGHER & CO$7,2000.03%33,244CommonSOLE
682680103OKEONEOK INC$7,1550.03%79,157CommonSOLE
87612E106TGTTARGET CORP$7,0800.03%58,419CommonSOLE
756109104OREALTY INCOME CORP$7,0750.03%115,646CommonSOLE
714046109RVTYPERKINELMER INC$7,0340.03%80,293CommonSOLE
001055102AFLAFLAC INC$7,0090.03%63,883CommonSOLE
020002101ALLALLSTATE CORP$6,9650.03%33,594CommonSOLE
009066101ABNBAIRBNB INC$6,9230.03%54,819CommonSOLE
34959E109FTNTFORTINET INC$6,8590.03%83,937CommonSOLE
25746U109DDOMINION ENERGY INC$6,8530.03%110,858CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$6,8280.03%41,602CommonSOLE
98978V103ZTSZOETIS INC$6,6440.03%56,206CommonSOLE
45784P101PODDINSULET CORP$6,6390.03%31,640CommonSOLE
770700102HOODROBINHOOD MARKETS INC$6,6070.03%95,343CommonSOLE
92840M102VSTVISTRA ENERGY CORP$6,6050.03%43,939CommonSOLE
052769106ADSKAUTODESK INC$6,5880.03%27,520CommonSOLE
30161N101EXCEXELON CORP$6,3590.02%129,726CommonSOLE
03769M106APOAPOLLO GL MGMT$6,3490.02%56,981CommonSOLE
833445109SNOWSNOWFLAKE INC$6,2240.02%41,270CommonSOLE
934423104WBDWARNER BROS DIS$6,2220.02%226,574CommonSOLE
285512109EAELECTRONIC ARTS INC$6,2130.02%30,477CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES$6,1770.02%76,681CommonSOLE
760759100RSGREPUBLIC SERVICES INC$6,1510.02%28,086CommonSOLE
749685103RPMRPM INTERNATIONAL INC$6,1450.02%61,819CommonSOLE
881624209TEVATEVA PHARMACEUTICAL-SP ADR$5,9650.02%198,026CommonSOLE
075887109BDXBECTON DICKINSON AND CO$5,7350.02%36,477CommonSOLE
501044101KRKROGER CO$5,7210.02%79,058CommonSOLE
345370860FFORD MOTOR CO$5,6790.02%492,083CommonSOLE
674599105OXYOCCIDENTAL PETRO COR$5,6390.02%86,750CommonSOLE
14448C104CARRCARRIER GLOBAL CORP$5,5310.02%98,231CommonSOLE
498894104KNFKNIFE RIV$5,5280.02%67,708CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL$5,4960.02%171,698CommonSOLE
81141R100SESEA LTD$5,4590.02%65,923CommonSOLE
74460D109PSAPUBLIC STORAGE$5,4400.02%20,084CommonSOLE
03076C106AMPAMERIPRIS FIN INC$5,3010.02%11,928CommonSOLE
70450Y103PYPLPAYPAL HOLDINGS, INC.$5,2780.02%116,701CommonSOLE
55024U109LITELUMENTUM HOLDINGS INC$5,1370.02%7,310CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$5,1150.02%25,861CommonSOLE
59156R108METMETLIFE INC$5,0760.02%71,774CommonSOLE
744573106PEGPUBLIC SERVICE ENTERPRISE GP$5,0670.02%62,594CommonSOLE
311900104FASTFASTENAL CO$5,0260.02%108,329CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$4,8820.02%13,797CommonSOLE
23331A109DHID R HORTON INC$4,8420.02%35,290CommonSOLE
29364G103ETRENTERGY CORP$4,6700.02%41,560CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$4,6310.02%26,523CommonSOLE
384802104GWWGRAINGER W W INC$4,6260.02%4,241CommonSOLE
911363109URIUNITED RENTALS INC$4,3870.02%6,022CommonSOLE
98389B100XELXCEL ENERGY INC$4,3720.02%55,038CommonSOLE
594972408MSTRMICROSTRATEGY INC CL A$4,2020.02%33,666CommonSOLE
771049103RBLXROBLOX CORP$4,1270.02%72,971CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$4,1180.02%12,445CommonSOLE
31488V107FERGFRGSN ENT$4,1140.02%17,636CommonSOLE
278642103EBAYEBAY INC$4,0860.02%44,887CommonSOLE
929740108WABWABTEC CORP$4,0600.02%16,247CommonSOLE
026874784AIGAMERICAN INTERNATIONAL GROUP INC$3,9350.02%52,296CommonSOLE
217204106CPRTCOPART INC$3,9230.02%118,174CommonSOLE
670346105NUENUCOR CORP$3,8260.02%22,623CommonSOLE
000980552NEBIUS GROUP NV$3,8180.01%36,800CommonSOLE
704326107PAYXPAYCHEX INC$3,7210.01%40,396CommonSOLE
146869102CVNACARVANA CO$3,6620.01%11,649CommonSOLE
26884L109EQTEQT CORP$3,6590.01%57,491CommonSOLE
011440532GARMIN LTD$3,5690.01%15,381CommonSOLE
N00985106AERAERCAP HOLDINGS$3,5690.01%26,018CommonSOLE
98138H101WDAYWORKDAY INC$3,5410.01%27,253CommonSOLE
209115104EDCONSOLIDATED EDISON INC$3,5180.01%31,081CommonSOLE
573284106MLMMARTIN MARIETTA MATERIALS$3,4740.01%5,902CommonSOLE
69331C108PCGPG & E CORP$3,4350.01%195,524CommonSOLE
22822V101CCICROWN CASTLE INTL CORP$3,4230.01%42,103CommonSOLE
92939U106WECWEC ENERGY GROUP INC$3,3960.01%29,337CommonSOLE
039483102ADMARCHER DANIELS-MIDLAND CO$3,3530.01%46,131CommonSOLE
92276F100VTRVENTAS INC$3,3510.01%40,976CommonSOLE
446150104HBANHUNTINGTON BANCSHARES$3,2920.01%210,343CommonSOLE
00BDCPN04COCA-COLA EUROPEAN PARTNERS PLC$3,2830.01%36,207CommonSOLE
49177J102KVUEKENVUE INC$3,2600.01%189,077CommonSOLE
857477103STTSTATE STREET CORP$3,2550.01%25,720CommonSOLE
871829107SYYSYSCO CORP$3,2540.01%45,617CommonSOLE
G0450A105ACGLARCH CAPITAL GROUP LTD$3,2440.01%33,792CommonSOLE
744320102PRUPRUDENTIAL FINANCIAL INC$3,2130.01%32,887CommonSOLE
852234103XYZBLOCK INC$3,1530.01%52,387CommonSOLE
406216101HALHALLIBURTON CO$3,1410.01%80,571CommonSOLE
761152107RMDRESMED INC$3,1330.01%13,956CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$3,1130.01%118,235CommonSOLE
457669307INSMINSMED INC$3,1100.01%19,020CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$3,0370.01%26,646CommonSOLE
36266G107GEHCGE HLTHCARE$3,0340.01%42,624CommonSOLE
05464C101AXONAXON ENTERPRISE INC$3,0290.01%7,133CommonSOLE
494368103KMBKIMBERLY CLARK CORP$3,0060.01%31,158CommonSOLE
427866108HSYHERSHEY CO$3,0040.01%14,448CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE COMPANY$2,9930.01%125,698CommonSOLE
46284V101IRMIRON MOUNTAIN INC$2,8940.01%28,336CommonSOLE
45841N107IBKRINTERACTIVE BROKERS CL A$2,8880.01%43,060CommonSOLE
093712107BEBLOOM ENERGY CORP$2,8810.01%21,265CommonSOLE
337738108FISVFISERV INC$2,8760.01%51,540CommonSOLE
127097103CTRACOTERRA ENERGY INC$2,8550.01%81,247CommonSOLE
98419M100XYLXYLEM INC$2,8450.01%23,807CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$2,8420.01%36,869CommonSOLE
023608102AEEAMEREN CORPORATION$2,7830.01%25,318CommonSOLE
941848103WATWATERS CORPORATION$2,7820.01%9,342CommonSOLE
233331107DTEDTE ENERGY CO$2,7730.01%18,965CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC$2,7680.01%9,523CommonSOLE
25179M103DVNDEVON ENERGY CORP$2,7670.01%54,993CommonSOLE
629377508NRGNRG ENERGY INC$2,7480.01%18,801CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$2,7030.01%11,706CommonSOLE
281020107EIXEDISON INTERNATIOAL$2,7000.01%36,899CommonSOLE
88262P102TPLTEXAS PACIF$2,6980.01%5,685CommonSOLE
55261F104MTBM & T BANK CORPORATION$2,6720.01%12,927CommonSOLE
773121108RKLBROCKET LAB CORP$2,6690.01%41,558CommonSOLE
143658300CCL1EURCARNIVAL CORP$2,6490.01%102,373CommonSOLE
922475108VEEVVEEVA SYSTEMS INC$2,6210.01%14,920CommonSOLE
260003108DOVDOVER CORP$2,6140.01%12,539CommonSOLE
192446102CTSHCOGNIZANT TECH SOLUTIONS CORP CL A$2,6040.01%42,449CommonSOLE
46266C105IQVIQVIA HOLDINGS INC$2,5980.01%15,234CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$2,5950.01%60,122CommonSOLE
754730109RJFRAYMOND JAMES FINANCIAL CORP$2,5750.01%17,786CommonSOLE
665859104NTRSNORTHERN TRUST CORP$2,5550.01%18,306CommonSOLE
001082411CHECK POINT SOFTWARE TECH$2,5430.01%17,801CommonSOLE
256677105DGDOLLAR GENERAL CORP$2,5370.01%21,364CommonSOLE
143013422AMRIZE LTD$2,5210.01%44,999CommonSOLE
925652109VICIVICI PROPERTIES INC$2,5200.01%92,228CommonSOLE
337932107FEFIRSTENERGY CORP$2,5130.01%49,601CommonSOLE
69351T106PPLPPL CORPORATION$2,5070.01%65,620CommonSOLE
30040W108ESEVERSOURCE ENERGY$2,5060.01%36,166CommonSOLE
174610105CFGCITIZENS FINANCIAL GROUP INC$2,5060.01%41,794CommonSOLE
G3730V105FTAIFTAI AVIATION LTD$2,4620.01%10,048CommonSOLE
030420103AWKAMERICAN WATER WORKS CO INC$2,4620.01%18,089CommonSOLE
21873S108CRWVCOREWEAVE INC$2,4310.01%31,382CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC CL A$2,4310.01%12,814CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$2,4200.01%1,919CommonSOLE
Y2573F102FLEXFLEX LTD$2,4180.01%36,944CommonSOLE
165167735EXEEXPAND ENERGY CORP$2,3830.01%21,707CommonSOLE
570535104MKLMARKEL CORP$2,3520.01%1,229CommonSOLE
858119100STLDSTEEL DYNAMICS INC$2,3480.01%13,047CommonSOLE
252131107DXCMDEXCOM INC$2,3390.01%37,250CommonSOLE
31620M106FISFIDELITY NATIONAL INFORMATION SVCS INC$2,3210.01%49,487CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$2,3140.01%34,023CommonSOLE
693506107PPGPPG IND INC$2,3130.01%21,637CommonSOLE
681919106OMCOMNICOM GROUP INC$2,2860.01%30,359CommonSOLE
983793100XPOXPO LOGISTICS INC$2,2840.01%11,741CommonSOLE
03990B101ARESARES MANAGEMENT CORP$2,2480.01%20,605CommonSOLE
50212V100LPLALPL FINANCIAL HOLDINGS INC$2,2470.01%7,468CommonSOLE
012653101ALBALBEMARLE CORP$2,2310.01%12,425CommonSOLE
745867101PHMPULTEGROUP INC$2,2190.01%18,866CommonSOLE
780287108RGLDROYAL GOLD INC$2,2020.01%8,652CommonSOLE
969904101WSMWILLIAMS-SONOMA INC$2,1840.01%11,981CommonSOLE
053484101AVBAVALONBAY COMMUNITIES INC$2,1590.01%13,216CommonSOLE
09062X103BIIBBIOGEN INC$2,1390.01%11,669CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$2,1340.01%10,891CommonSOLE
125269100CFCF INDUSTRIES HOLDINGS INC$2,1300.01%16,404CommonSOLE

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.