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MUFG SECURITIES AMERICAS INC.

Q2 2025 · 13F-HR

MUFG SECURITIES AMERICAS INC.holdings as filed

Filed 2025-08-12 · accession 0000867626-25-000014

$1.17B
Reported value
505
Positions
2025-06-30
Period end
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The Brief · MUFG SECURITIES AMERICAS INC. · Q2 2025

AI · grounded in 13F

MUFG SECURITIES AMERICAS INC. established a new position in NVDA valued at $85.4M. The fund also initiated new stakes in MSFT for $81.9M and AAPL for $67.9M. Additional new positions include AMZN at $45.9M and META at $35.5M. The fund ended the period with 505 positions and total AUM of $1.17B.

Holdings as filed

First 500 of 505

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA Corp$85.4M7.31%540,497CommonSOLE
594918104MSFTMicrosoft Corp$81.9M7.01%164,726CommonSOLE
037833100AAPLApple Inc$67.9M5.81%331,020CommonSOLE
023135106AMZNAmazon.com Inc$45.9M3.93%209,407CommonSOLE
30303M102METAMeta Platforms Inc$35.5M3.04%48,119CommonSOLE
11135F101AVGOBroadcom Inc$28.7M2.46%104,209CommonSOLE
02079K305GOOGLAlphabet Inc$22.7M1.95%128,988CommonSOLE
084670702BRK/BBerkshire Hathaway Inc$19.7M1.69%40,641CommonSOLE
88160R101TSLATesla Inc$19.7M1.69%62,105CommonSOLE
46625H100JPMJPMorgan Chase & Co$19.3M1.65%66,632CommonSOLE
02079K107GOOGAlphabet Inc$18.5M1.58%104,049CommonSOLE
532457108LLYEli Lilly & Co$13.6M1.16%17,434CommonSOLE
92826C839VVisa Inc$13.5M1.15%37,920CommonSOLE
64110L106NFLXNetflix Inc$12.6M1.08%9,431CommonSOLE
30231G102XOMExxon Mobil Corp$10.3M0.88%95,522CommonSOLE
57636Q104MAMastercard Inc$10.1M0.86%17,977CommonSOLE
22160K105COSTCostco Wholesale Corp$9.7M0.83%9,833CommonSOLE
931142103WMTWalmart Inc$9.4M0.80%95,754CommonSOLE
742718109PGProcter & Gamble Co/The$8.3M0.71%51,962CommonSOLE
478160104JNJJohnson & Johnson$8.1M0.70%53,325CommonSOLE
437076102HDHome Depot Inc/The$8.1M0.69%22,028CommonSOLE
68389X105ORCLOracle Corp$7.9M0.67%36,047CommonSOLE
060505104BACBank of America Corp$7.4M0.64%157,109CommonSOLE
00287Y109ABBVAbbVie Inc$7.3M0.62%39,148CommonSOLE
69608A108PLTRPalantir Technologies Inc$6.4M0.55%47,143CommonSOLE
718172109PMPhilip Morris International Inc$6.3M0.54%34,497CommonSOLE
91324P102UNHUnitedHealth Group Inc$6.3M0.54%20,105CommonSOLE
949746101WMT2Wells Fargo & Co$6.3M0.54%78,022CommonSOLE
17275R102CSCOCisco Systems Inc$6.1M0.52%88,170CommonSOLE
369604301GEGeneral Electric Co$6.1M0.52%23,634CommonSOLE
191216100KOCoca-Cola Co/The$6.1M0.52%85,850CommonSOLE
459200101IBMInternational Business Machines Corp$6.1M0.52%20,598CommonSOLE
79466L302CRMSalesforce Inc$5.8M0.50%21,265CommonSOLE
002824100ABTAbbott Laboratories$5.2M0.45%38,560CommonSOLE
38141G104GSGoldman Sachs Group Inc/The$5.2M0.45%7,357CommonSOLE
166764100CVXChevron Corp$5.2M0.44%35,996CommonSOLE
007903107AMDAdvanced Micro Devices Inc$5.1M0.44%35,935CommonSOLE
254687106DISWalt Disney Co/The$4.9M0.42%39,843CommonSOLE
G54950103LINLinde PLC$4.9M0.42%10,432CommonSOLE
461202103INTUIntuit Inc$4.9M0.42%6,196CommonSOLE
81762P102NOWServiceNow Inc$4.7M0.40%4,587CommonSOLE
580135101MCDMcDonald's Corp$4.6M0.40%15,847CommonSOLE
00206R102TAT&T Inc$4.6M0.40%159,475CommonSOLE
58933Y105MRKMerck & Co Inc$4.4M0.38%55,652CommonSOLE
90353T100UBERUber Technologies Inc$4.3M0.37%46,346CommonSOLE
75513E101RTXRTX Corp$4.3M0.37%29,609CommonSOLE
46120E602ISRGIntuitive Surgical Inc$4.3M0.37%7,943CommonSOLE
882508104TXNTexas Instruments Inc$4.2M0.36%20,134CommonSOLE
09857L108BKNGBooking Holdings Inc$4.2M0.36%721CommonSOLE
G1151C101ACNAccenture PLC$4.1M0.35%13,875CommonSOLE
149123101CATCaterpillar Inc$4.0M0.35%10,423CommonSOLE
92343V104VZVerizon Communications Inc$4.0M0.35%93,439CommonSOLE
713448108PEPPepsiCo Inc$4.0M0.34%30,387CommonSOLE
025816109AXPAmerican Express Co$3.9M0.33%12,266CommonSOLE
747525103QCOMQUALCOMM Inc$3.9M0.33%24,316CommonSOLE
172967424CCitigroup Inc$3.8M0.33%44,781CommonSOLE
78409V104SPGIS&P Global Inc$3.7M0.31%6,957CommonSOLE
00724F101ADBEAdobe Inc$3.7M0.31%9,445CommonSOLE
101137107BSXBoston Scientific Corp$3.5M0.30%32,789CommonSOLE
097023105BABoeing Co/The$3.5M0.30%16,711CommonSOLE
743315103PGRProgressive Corp/The$3.5M0.30%12,992CommonSOLE
808513105SCHWCharles Schwab Corp/The$3.5M0.30%37,853CommonSOLE
883556102TMOThermo Fisher Scientific Inc$3.4M0.29%8,366CommonSOLE
09290D101BLKBlackrock Inc$3.4M0.29%3,227CommonSOLE
031162100AMGNAmgen Inc$3.3M0.28%11,917CommonSOLE
438516106HONHoneywell International Inc$3.3M0.28%14,243CommonSOLE
038222105AMATApplied Materials Inc$3.3M0.28%18,006CommonSOLE
36828A101GEVGE Vernova Inc$3.2M0.27%6,049CommonSOLE
65339F101NEENextEra Energy Inc$3.2M0.27%45,625CommonSOLE
G29183103ETNEaton Corp PLC$3.1M0.26%8,672CommonSOLE
375558103GILDGilead Sciences Inc$3.1M0.26%27,569CommonSOLE
872540109TJXTJX Cos Inc/The$3.1M0.26%24,745CommonSOLE
717081103PFEPfizer Inc$3.1M0.26%126,004CommonSOLE
595112103MUMicron Technology Inc$3.1M0.26%24,769CommonSOLE
907818108UNPUnion Pacific Corp$3.0M0.26%13,241CommonSOLE
14040H105COFCapital One Financial Corp$3.0M0.26%14,175CommonSOLE
863667101SYKStryker Corp$3.0M0.26%7,622CommonSOLE
697435105PANWPalo Alto Networks Inc$3.0M0.26%14,674CommonSOLE
20030N101CMCSAComcast Corp$2.9M0.25%82,540CommonSOLE
244199105DEDeere & Co$2.8M0.24%5,594CommonSOLE
22788C105CRWDCrowdstrike Holdings Inc$2.8M0.24%5,520CommonSOLE
235851102DHRDanaher Corp$2.8M0.24%14,117CommonSOLE
053015103ADPAutomatic Data Processing Inc$2.8M0.24%8,996CommonSOLE
512807306LRCXLam Research Corp$2.8M0.24%28,349CommonSOLE
548661107LOWLowe's Cos Inc$2.8M0.24%12,404CommonSOLE
032095101APHAmphenol Corp$2.6M0.23%26,808CommonSOLE
482480100KLACKLA Corp$2.6M0.22%2,931CommonSOLE
032654105ADIAnalog Devices Inc$2.6M0.22%10,992CommonSOLE
92532F100VRTXVertex Pharmaceuticals Inc$2.5M0.22%5,691CommonSOLE
872590104TMUST-Mobile US Inc$2.5M0.22%10,569CommonSOLE
20825C104COPConocoPhillips$2.5M0.21%27,979CommonSOLE
G5960L103MDTMedtronic PLC$2.5M0.21%28,425CommonSOLE
09260D107BXBlackstone Inc$2.4M0.21%16,171CommonSOLE
H1467J104CBChubb Ltd$2.4M0.20%8,259CommonSOLE
571748102MRSHMarsh & McLennan Cos Inc$2.4M0.20%10,920CommonSOLE
040413205ANETArista Networks Inc$2.3M0.20%22,825CommonSOLE
45866F104ICEIntercontinental Exchange Inc$2.3M0.20%12,713CommonSOLE
92939UAR7WEC 4.375 06/01/29WEC Energy Group Inc$2.3M0.20%2,000,000CommonSOLE
855244109SBUXStarbucks Corp$2.3M0.20%25,186CommonSOLE
03027X100AMTAmerican Tower Corp$2.3M0.20%10,375CommonSOLE
21037T109CEGConstellation Energy Corp$2.2M0.19%6,946CommonSOLE
842587107SOSouthern Co/The$2.2M0.19%24,358CommonSOLE
12572Q105CMECME Group Inc$2.2M0.19%7,986CommonSOLE
02209S103MOAltria Group Inc$2.2M0.19%37,332CommonSOLE
458140100INTCIntel Corp$2.2M0.19%96,674CommonSOLE
74340W103PLDPrologis Inc$2.2M0.19%20,565CommonSOLE
G8994E103TTTrane Technologies PLC$2.2M0.19%4,942CommonSOLE
539830109LMTLockheed Martin Corp$2.1M0.18%4,621CommonSOLE
337738108FISVFiserv Inc$2.1M0.18%12,287CommonSOLE
95040Q104WELLWelltower Inc$2.1M0.18%13,768CommonSOLE
110122108BMYBristol-Myers Squibb Co$2.1M0.18%45,103CommonSOLE
26441C204DUKDuke Energy Corp$2.0M0.17%17,226CommonSOLE
58155Q103MCKMcKesson Corp$2.0M0.17%2,773CommonSOLE
48251W104KKRKKR & Co Inc$2.0M0.17%15,001CommonSOLE
701094104PHParker-Hannifin Corp$2.0M0.17%2,832CommonSOLE
125523100CICigna Group/The$2.0M0.17%5,920CommonSOLE
036752103ELVElevance Health Inc$1.9M0.17%5,007CommonSOLE
609207105MDLZMondelez International Inc$1.9M0.17%28,697CommonSOLE
126650100CVSCVS Health Corp$1.9M0.17%28,036CommonSOLE
893641100TDGTransDigm Group Inc$1.9M0.16%1,245CommonSOLE
25809K105DASHDoorDash Inc$1.9M0.16%7,599CommonSOLE
127387108CDNSCadence Design Systems Inc$1.9M0.16%6,051CommonSOLE
94106L109WMWaste Management Inc$1.9M0.16%8,115CommonSOLE
654106103NKENIKE Inc$1.9M0.16%26,110CommonSOLE
363576109AJGArthur J Gallagher & Co$1.8M0.16%5,676CommonSOLE
88579Y101MMM3M Co$1.8M0.16%11,927CommonSOLE
693475105PNCPNC Financial Services Group Inc/The$1.8M0.15%9,484CommonSOLE
871607107SNPSSynopsys Inc$1.8M0.15%3,427CommonSOLE
824348106SHWSherwin-Williams Co/The$1.8M0.15%5,109CommonSOLE
V7780T103RCLRoyal Caribbean Cruises Ltd$1.7M0.15%5,537CommonSOLE
29444U700EQIXEquinix Inc$1.7M0.15%2,168CommonSOLE
615369105MCOMoody's Corp$1.7M0.15%3,429CommonSOLE
67103H107ORLYO'Reilly Automotive Inc$1.7M0.15%18,946CommonSOLE
G0403H108AONAon PLC$1.7M0.15%4,786CommonSOLE
969457100WMBWilliams Cos Inc/The$1.7M0.15%27,061CommonSOLE
172908105CTASCintas Corp$1.7M0.15%7,606CommonSOLE
169656105CMGChipotle Mexican Grill Inc$1.7M0.14%29,861CommonSOLE
443201108HWMHowmet Aerospace Inc$1.7M0.14%8,946CommonSOLE
291011104EMREmerson Electric Co$1.7M0.14%12,466CommonSOLE
19260Q107COINCoinbase Global Inc$1.6M0.14%4,685CommonSOLE
911312106UPSUnited Parcel Service Inc$1.6M0.14%16,261CommonSOLE
194162103CLColgate-Palmolive Co$1.6M0.14%17,961CommonSOLE
369550108GDGeneral Dynamics Corp$1.6M0.14%5,583CommonSOLE
70450Y103PYPLPayPal Holdings Inc$1.6M0.14%21,554CommonSOLE
064058100BKBank of New York Mellon Corp/The$1.6M0.13%17,153CommonSOLE
902973304USBUS Bancorp$1.6M0.13%34,529CommonSOLE
620076307MSIMotorola Solutions Inc$1.6M0.13%3,699CommonSOLE
G51502105JCIJohnson Controls International plc$1.5M0.13%14,584CommonSOLE
98978V103ZTSZoetis Inc$1.5M0.13%9,867CommonSOLE
278865100ECLEcolab Inc$1.5M0.13%5,592CommonSOLE
666807102NOCNorthrop Grumman Corp$1.5M0.13%2,998CommonSOLE
34959E109FTNTFortinet Inc$1.5M0.13%14,079CommonSOLE
40412C101HCAHCA Healthcare Inc$1.5M0.13%3,839CommonSOLE
052769106ADSKAutodesk Inc$1.5M0.13%4,741CommonSOLE
452308109ITWIllinois Tool Works Inc$1.5M0.13%5,909CommonSOLE
92840M102VSTVistra Corp$1.5M0.12%7,520CommonSOLE
26875P101EOGEOG Resources Inc$1.4M0.12%12,096CommonSOLE
90353TAM2UBER 0.875 12/01/28 2028Uber Technologies Inc$1.4M0.12%1,000,000CommonSOLE
651639106NEMNewmont Corp$1.4M0.12%24,667CommonSOLE
03769M106APOApollo Global Management Inc$1.4M0.12%10,006CommonSOLE
43300A203HLTHilton Worldwide Holdings Inc$1.4M0.12%5,268CommonSOLE
009158106APDAir Products and Chemicals Inc$1.4M0.12%4,932CommonSOLE
35671D857FCXFreeport-McMoRan Inc$1.4M0.12%31,830CommonSOLE
053332102AZOAutoZone Inc$1.4M0.12%371CommonSOLE
571903202MARMarriott International Inc/MD$1.4M0.12%5,038CommonSOLE
126408103CSXCSX Corp$1.4M0.12%41,634CommonSOLE
05464C101AXONAxon Enterprise Inc$1.4M0.12%1,639CommonSOLE
776696106ROPRoper Technologies Inc$1.4M0.12%2,383CommonSOLE
89832Q109TFCTruist Financial Corp$1.3M0.12%31,398CommonSOLE
89417E109TRVTravelers Cos Inc/The$1.3M0.11%5,021CommonSOLE
14448C104CARRCarrier Global Corp$1.3M0.11%17,670CommonSOLE
655844108NSCNorfolk Southern Corp$1.3M0.11%4,996CommonSOLE
009066101ABNBAirbnb Inc$1.3M0.11%9,565CommonSOLE
49456B101KMIKinder Morgan Inc$1.3M0.11%42,845CommonSOLE
74762E102QUREQuanta Services Inc$1.2M0.11%3,284CommonSOLE
025537101AEPAmerican Electric Power Co Inc$1.2M0.11%11,839CommonSOLE
N6596X109NXPINXP Semiconductors NV$1.2M0.10%5,599CommonSOLE
253868103DLRDigital Realty Trust Inc$1.2M0.10%7,016CommonSOLE
75886F107REGNRegeneron Pharmaceuticals Inc$1.2M0.10%2,301CommonSOLE
020002101ALLAllstate Corp/The$1.2M0.10%5,869CommonSOLE
756109104ORealty Income Corp$1.2M0.10%20,015CommonSOLE
98138H101WDAYWorkday Inc$1.2M0.10%4,801CommonSOLE
03073E105CORCencora Inc$1.1M0.10%3,823CommonSOLE
001055102AFLAflac Inc$1.1M0.10%10,784CommonSOLE
56585A102MPCMarathon Petroleum Corp$1.1M0.10%6,808CommonSOLE
682680103OKEONEOK Inc$1.1M0.10%13,843CommonSOLE
22052L104CTVACorteva Inc$1.1M0.10%15,118CommonSOLE
03076C106AMPAmeriprise Financial Inc$1.1M0.10%2,110CommonSOLE
31428X106FDXFedEx Corp$1.1M0.10%4,885CommonSOLE
760759100RSGRepublic Services Inc$1.1M0.10%4,502CommonSOLE
842587DZ7SO 4.5 06/15/27Southern Co/The$1.1M0.09%1,000,000CommonSOLE
G87052109TELTE Connectivity PLC$1.1M0.09%6,572CommonSOLE
693718108PCARPACCAR Inc$1.1M0.09%11,634CommonSOLE
816851109SRESempra$1.1M0.09%14,453CommonSOLE
075887109BDXBecton Dickinson & Co$1.1M0.09%6,352CommonSOLE
026874784AIGAmerican International Group Inc$1.1M0.09%12,773CommonSOLE
828806109SPGSimon Property Group Inc$1.1M0.09%6,800CommonSOLE
911363109URIUnited Rentals Inc$1.1M0.09%1,440CommonSOLE
718546104PSXPhillips 66$1.1M0.09%9,029CommonSOLE
25746U109DDominion Energy Inc$1.1M0.09%18,900CommonSOLE
311900104FASTFastenal Co$1.1M0.09%25,426CommonSOLE
37045V100GMGeneral Motors Co$1.0M0.09%21,308CommonSOLE
502431109LHXL3Harris Technologies Inc$1.0M0.09%4,143CommonSOLE
704326107PAYXPaychex Inc$1.0M0.09%7,104CommonSOLE
74460D109PSAPublic Storage$1.0M0.09%3,499CommonSOLE
806857108SLBSchlumberger NV$1.0M0.09%30,145CommonSOLE
28176E108EWEdwards Lifesciences Corp$1.0M0.09%13,000CommonSOLE
384802104GWWWW Grainger Inc$1.0M0.09%969CommonSOLE
59156R108METMetLife Inc$1.0M0.09%12,497CommonSOLE
231021106CMICummins Inc$999,8580.09%3,053CommonSOLE
49271V100KDPKeurig Dr Pepper Inc$995,1390.09%30,101CommonSOLE
87612E106TGTTarget Corp$993,3070.09%10,069CommonSOLE
22822V101CCICrown Castle Inc$991,4470.08%9,651CommonSOLE
55354G100MSCIMSCI Inc$989,1090.08%1,715CommonSOLE
303250104FICOFair Isaac Corp$987,0980.08%540CommonSOLE
61174X109MNSTMonster Beverage Corp$974,8040.08%15,562CommonSOLE
501044101KRKroger Co/The$973,8060.08%13,576CommonSOLE
30161N101EXCExelon Corp$971,4790.08%22,374CommonSOLE
92345Y106VRSKVerisk Analytics Inc$965,6500.08%3,100CommonSOLE
217204106CPRTCopart Inc$956,0800.08%19,484CommonSOLE
45168D104IDXXIDEXX Laboratories Inc$955,7580.08%1,782CommonSOLE
494368103KMBKimberly-Clark Corp$948,0780.08%7,354CommonSOLE
31620M106FISFidelity National Information Services Inc$947,9380.08%11,644CommonSOLE
345370860FFord Motor Co$939,1870.08%86,561CommonSOLE
91913Y100VLOValero Energy Corp$933,0090.08%6,941CommonSOLE
744573106PEGPublic Service Enterprise Group Inc$930,9470.08%11,059CommonSOLE
778296103ROSTRoss Stores Inc$929,8030.08%7,288CommonSOLE
031100100AMEAMETEK Inc$925,9720.08%5,117CommonSOLE
988498101YUMYum! Brands Inc$912,7890.08%6,160CommonSOLE
874054109TTWOTake-Two Interactive Software Inc$911,9020.08%3,755CommonSOLE
12504L109CBRECBRE Group Inc$911,9010.08%6,508CommonSOLE
219350105GLWCorning Inc$898,4480.08%17,084CommonSOLE
49177J102KVUEKenvue Inc$890,5920.08%42,551CommonSOLE
14149Y108CAHCardinal Health Inc$888,7200.08%5,290CommonSOLE
98389B100XELXcel Energy Inc$870,4540.07%12,782CommonSOLE
68902V107OTISOtis Worldwide Corp$866,1280.07%8,747CommonSOLE
16119P108CHTRCharter Communications Inc$864,6330.07%2,115CommonSOLE
192446102CTSHCognizant Technology Solutions Corp$852,4000.07%10,924CommonSOLE
42809H107HESHess Corp$851,1900.07%6,144CommonSOLE
744320102PRUPrudential Financial Inc$842,8670.07%7,845CommonSOLE
05722G100BKRBaker Hughes Co$841,8700.07%21,958CommonSOLE
595017104MCHPMicrochip Technology Inc$838,7400.07%11,919CommonSOLE
761152107RMDResMed Inc$838,5000.07%3,250CommonSOLE
87612G101TRGPTarga Resources Corp$836,9770.07%4,808CommonSOLE
773903109ROKRockwell Automation Inc$829,7610.07%2,498CommonSOLE
29364G103ETREntergy Corp$822,2230.07%9,892CommonSOLE
631103108NDAQNasdaq Inc$819,1770.07%9,161CommonSOLE
24703L202DELLDell Technologies Inc$813,9410.07%6,639CommonSOLE
871829107SYYSysco Corp$813,6750.07%10,743CommonSOLE
285512109EAElectronic Arts Inc$807,6030.07%5,057CommonSOLE
209115104EDConsolidated Edison Inc$801,2950.07%7,985CommonSOLE
416515104HIGHartford Insurance Group Inc/The$798,7740.07%6,296CommonSOLE
929740108WABWestinghouse Air Brake Technologies Corp$793,8550.07%3,792CommonSOLE
23331A109DHIDR Horton Inc$789,8930.07%6,127CommonSOLE
609839105MPWRMonolithic Power Systems Inc$775,9940.07%1,061CommonSOLE
26884L109EQTEQT Corp$773,7310.07%13,267CommonSOLE
929160109VMCVulcan Materials Co$763,6810.07%2,928CommonSOLE
925652109VICIVICI Properties Inc$763,4920.07%23,420CommonSOLE
278642103EBAYeBay Inc$760,7580.07%10,217CommonSOLE
252131107DXCMDexcom Inc$758,5500.06%8,690CommonSOLE
G0450A105ACGLArch Capital Group Ltd$753,0750.06%8,271CommonSOLE
22160N109CSGPCoStar Group Inc$751,7400.06%9,350CommonSOLE
36266G107GEHCGE HealthCare Technologies Inc$751,6620.06%10,148CommonSOLE
55261F104MTBM&T Bank Corp$746,6680.06%3,849CommonSOLE
00846U101AAgilent Technologies Inc$745,5870.06%6,318CommonSOLE
45687V106IRIngersoll Rand Inc$743,7120.06%8,941CommonSOLE
92939U106WECWEC Energy Group Inc$737,0070.06%7,073CommonSOLE
573284106MLMMartin Marietta Materials Inc$733,4110.06%1,336CommonSOLE
857477103STTState Street Corp$727,1530.06%6,838CommonSOLE
294429105EFXEquifax Inc$713,7860.06%2,752CommonSOLE
H2906T109GRMNGarmin Ltd$712,5700.06%3,414CommonSOLE
247361702DALDelta Air Lines Inc$711,6840.06%14,471CommonSOLE
98419M100XYLXylem Inc/NY$697,6380.06%5,393CommonSOLE
629377508NRGNRG Energy Inc$695,7930.06%4,333CommonSOLE
30225T102EXRExtra Space Storage Inc$693,4100.06%4,703CommonSOLE
366651107ITGartner Inc$689,5990.06%1,706CommonSOLE
115236101BROBrown & Brown Inc$688,6140.06%6,211CommonSOLE
03662Q105AKXANSYS Inc$684,1770.06%1,948CommonSOLE
69331C108PCGPG&E Corp$678,9760.06%48,707CommonSOLE
G7997R103STXSeagate Technology Holdings PLC$678,7840.06%4,703CommonSOLE
G96629103WTWWillis Towers Watson PLC$673,3810.06%2,197CommonSOLE
46284V101IRMIron Mountain Inc$670,7050.06%6,539CommonSOLE
679580100ODFLOld Dominion Freight Line Inc$668,8380.06%4,121CommonSOLE
670346105NUENucor Corp$662,4680.06%5,114CommonSOLE
674599105OXYOccidental Petroleum Corp$659,7250.06%15,704CommonSOLE
316773100FITBFifth Third Bancorp$658,2450.06%16,004CommonSOLE
143658300CCL1EURCarnival Corp$654,3520.06%23,270CommonSOLE
444859102HUMHumana Inc$653,9840.06%2,675CommonSOLE
053484101AVBAvalonBay Communities Inc$641,2290.05%3,151CommonSOLE
26614N102DDDuPont de Nemours Inc$636,1720.05%9,275CommonSOLE
11133T103BRBroadridge Financial Solutions Inc$632,6070.05%2,603CommonSOLE
92276F100VTRVentas Inc$631,6260.05%10,002CommonSOLE
370334104GISGeneral Mills Inc$628,7660.05%12,136CommonSOLE
49338L103KEYSKeysight Technologies Inc$627,5840.05%3,830CommonSOLE
892356106TSCOTractor Supply Co$620,0480.05%11,750CommonSOLE
754730109RJFRaymond James Financial Inc$617,1610.05%4,024CommonSOLE
233331107DTEDTE Energy Co$609,1840.05%4,599CommonSOLE
030420103AWKAmerican Water Works Co Inc$601,2330.05%4,322CommonSOLE
15135B101CNCCentene Corp$598,6000.05%11,028CommonSOLE
42824C109HPEHewlett Packard Enterprise Co$595,3610.05%29,113CommonSOLE
665859104NTRSNorthern Trust Corp$591,3490.05%4,664CommonSOLE
446150104HBANHuntington Bancshares Inc/OH$585,4100.05%34,929CommonSOLE
550021109LULULululemon Athletica Inc$582,0710.05%2,450CommonSOLE
910047109UALUnited Airlines Holdings Inc$576,3620.05%7,238CommonSOLE
023608102AEEAmeren Corp$575,2800.05%5,990CommonSOLE
46266C105IQVIQVIA Holdings Inc$573,9430.05%3,642CommonSOLE
693506107PPGPPG Industries Inc$572,2760.05%5,031CommonSOLE
934423104WBDWarner Bros Discovery Inc$571,8310.05%49,898CommonSOLE
25278X109FANGDiamondback Energy Inc$569,3860.05%4,144CommonSOLE
526057104LENLennar Corp$569,1990.05%5,146CommonSOLE
380237107GDDYGoDaddy Inc$568,6290.05%3,158CommonSOLE
902252105TYLTyler Technologies Inc$566,7550.05%956CommonSOLE
237194105DRIDarden Restaurants Inc$565,4140.05%2,594CommonSOLE
87165B103SYFSynchrony Financial$563,0190.05%8,436CommonSOLE
039483102ADMArcher-Daniels-Midland Co$562,0010.05%10,648CommonSOLE
165167735EXEExpand Energy Corp$561,1950.05%4,799CommonSOLE
78410G104SBACSBA Communications Corp$559,1540.05%2,381CommonSOLE
86800U302SMCISuper Micro Computer Inc$557,4890.05%11,375CommonSOLE
256677105DGDollar General Corp$557,4880.05%4,874CommonSOLE
260003108DOVDover Corp$556,6530.05%3,038CommonSOLE
69351T106PPLPPL Corp$555,2540.05%16,384CommonSOLE
92338C103VLTOVeralto Corp$554,5180.05%5,493CommonSOLE
21036P108STZConstellation Brands Inc$551,8110.05%3,392CommonSOLE
460146103IPInternational Paper Co$547,8640.05%11,699CommonSOLE
427866108HSYHershey Co/The$544,3160.05%3,280CommonSOLE
049560105ATOAtmos Energy Corp$542,4670.05%3,520CommonSOLE
592688105MTDMettler-Toledo International Inc$541,5460.05%461CommonSOLE
12503M108CBOECboe Global Markets Inc$541,2800.05%2,321CommonSOLE
15189T107CNPCenterPoint Energy Inc$538,8290.05%14,666CommonSOLE
879360105TDYTeledyne Technologies Inc$531,7780.05%1,038CommonSOLE
538034109LYVLive Nation Entertainment Inc$528,4210.05%3,493CommonSOLE
171340102CHDChurch & Dwight Co Inc$524,5680.04%5,458CommonSOLE
G8473T100STESTERIS PLC$522,9590.04%2,177CommonSOLE
12514G108CDWCDW Corp/DE$521,1260.04%2,918CommonSOLE
466313103JBLJabil Inc$518,8600.04%2,379CommonSOLE
219948106CPAYCorpay Inc$518,3030.04%1,562CommonSOLE
30040W108ESEversource Energy$517,9940.04%8,142CommonSOLE
92343E102VRSNVeriSign Inc$516,9520.04%1,790CommonSOLE
172062101CINFCincinnati Financial Corp$515,8590.04%3,464CommonSOLE
29476L107EQREquity Residential$511,4390.04%7,578CommonSOLE
40434L105HPQHP Inc$511,0430.04%20,893CommonSOLE
7591EP100RFRegions Financial Corp$506,9270.04%21,553CommonSOLE
958102105WDCWestern Digital Corp$494,7710.04%7,732CommonSOLE
500754106KHCKraft Heinz Co/The$494,4010.04%19,148CommonSOLE
45784P101PODDInsulet Corp$490,1210.04%1,560CommonSOLE
084423102WRBW R Berkley Corp$487,9880.04%6,642CommonSOLE
504922105LHLabcorp Holdings Inc$486,9560.04%1,855CommonSOLE
682189105ONON Semiconductor Corp$485,3690.04%9,261CommonSOLE
443510607HUBBHubbell Inc$483,1490.04%1,183CommonSOLE
64110D104NTAPNetApp Inc$480,3270.04%4,508CommonSOLE
62944T105NVRNVR Inc$480,0680.04%65CommonSOLE
G8267P108SWSmurfit WestRock PLC$474,2190.04%10,990CommonSOLE
487836108KKellanova$473,9190.04%5,959CommonSOLE
74144T108TROWT Rowe Price Group Inc$471,2100.04%4,883CommonSOLE
745867101PHMPulteGroup Inc$468,4530.04%4,442CommonSOLE
90384S303ULTAUlta Beauty Inc$468,2880.04%1,001CommonSOLE
G0250X107AMCRAmcor PLC$466,7050.04%50,784CommonSOLE
174610105CFGCitizens Financial Group Inc$465,2660.04%10,397CommonSOLE
941848103WATWaters Corp$460,3840.04%1,319CommonSOLE
125896100CMSCMS Energy Corp$459,2570.04%6,629CommonSOLE
337932107FEFirstEnergy Corp$458,3200.04%11,384CommonSOLE
69370C100PTCPTC Inc$458,2520.04%2,659CommonSOLE
30212P303EXPEExpedia Group Inc$454,5930.04%2,695CommonSOLE
25179M103DVNDevon Energy Corp$452,6560.04%14,230CommonSOLE
525327102LDOSLeidos Holdings Inc$450,0890.04%2,853CommonSOLE
969904101WSMWilliams-Sonoma Inc$445,1830.04%2,725CommonSOLE
74834L100DGXQuest Diagnostics Inc$444,4050.04%2,474CommonSOLE
88262P102TPLTexas Pacific Land Corp$440,5150.04%417CommonSOLE
281020107EIXEdison International$439,9930.04%8,527CommonSOLE
256746108DLTRDollar Tree Inc$433,5970.04%4,378CommonSOLE
37940X102GPNGlobal Payments Inc$432,6160.04%5,405CommonSOLE
127097103CTRACoterra Energy Inc$429,3280.04%16,916CommonSOLE
579780206MKCMcCormick & Co Inc/MD$424,5920.04%5,600CommonSOLE
65473P105NINiSource Inc$420,8270.04%10,432CommonSOLE
518439104ELEstee Lauder Cos Inc/The$419,4330.04%5,191CommonSOLE
459506101IFFInternational Flavors & Fragrances Inc$416,9550.04%5,669CommonSOLE
260557103DOWDow Inc$414,8360.04%15,666CommonSOLE
46187W107INVHInvitation Homes Inc$414,3620.04%12,633CommonSOLE
962166104WYWeyerhaeuser Co$412,9410.04%16,074CommonSOLE
493267108KEYKeyCorp$411,9660.04%23,649CommonSOLE
844741108LUVSouthwest Airlines Co$409,6850.04%12,629CommonSOLE
09062X103BIIBBiogen Inc$407,7910.03%3,247CommonSOLE
526107107LIILennox International Inc$405,8540.03%708CommonSOLE
297178105ESSEssex Property Trust Inc$404,4120.03%1,427CommonSOLE
876030107TPRTapestry Inc$404,1890.03%4,603CommonSOLE
896239100TRMBTrimble Inc$401,7820.03%5,288CommonSOLE
98956P102ZBHZimmer Biomet Holdings Inc$399,9560.03%4,385CommonSOLE
336433107FSLRFirst Solar Inc$393,4890.03%2,377CommonSOLE
34959J108FTVFortive Corp$392,6430.03%7,532CommonSOLE
858119100STLDSteel Dynamics Inc$391,7110.03%3,060CommonSOLE
406216101HALHalliburton Co$388,3210.03%19,054CommonSOLE
59522J103MAAMid-America Apartment Communities Inc$383,9380.03%2,594CommonSOLE
303075105FDSFactSet Research Systems Inc$376,1620.03%841CommonSOLE
315616102FFIVF5 Inc$374,6690.03%1,273CommonSOLE
G7S00T104PNRPentair PLC$374,2980.03%3,646CommonSOLE
372460105GPCGenuine Parts Co$373,1500.03%3,076CommonSOLE
695156109PKGPackaging Corp of America$373,1310.03%1,980CommonSOLE
74251V102PFGPrincipal Financial Group Inc$363,0750.03%4,571CommonSOLE
833034101SNASnap-on Inc$360,3460.03%1,158CommonSOLE
60855R100MOHMolina Healthcare Inc$357,7780.03%1,201CommonSOLE
668771108GENGen Digital Inc$355,6220.03%12,096CommonSOLE
902494103TSNTyson Foods Inc$354,8270.03%6,343CommonSOLE
540424108LLoews Corp$353,5330.03%3,857CommonSOLE
775711104ROLRollins Inc$351,4970.03%6,230CommonSOLE
30034W106EVRGEvergy Inc$351,4740.03%5,099CommonSOLE
46982L108JJacobs Solutions Inc$350,0510.03%2,663CommonSOLE
955306105WSTWest Pharmaceutical Services Inc$348,3300.03%1,592CommonSOLE
989207105ZBRAZebra Technologies Corp$347,5220.03%1,127CommonSOLE
302130109EXPDExpeditors International of Washington Inc$346,7490.03%3,035CommonSOLE
243537107DECKDeckers Outdoor Corp$346,7270.03%3,364CommonSOLE
058498106BALLBall Corp$344,8410.03%6,148CommonSOLE
071813109BAXBaxter International Inc$344,3740.03%11,373CommonSOLE
018802108LNTAlliant Energy Corp$344,2560.03%5,693CommonSOLE
25754A201DPZDomino's Pizza Inc$342,0050.03%759CommonSOLE
125269100CFCF Industries Holdings Inc$330,2800.03%3,590CommonSOLE
N53745100LYBLyondellBasell Industries NV$329,6860.03%5,698CommonSOLE
G3265R107APTVAptiv PLC$329,1620.03%4,825CommonSOLE
189054109CLXClorox Co/The$328,0310.03%2,732CommonSOLE
517834107LVSLas Vegas Sands Corp$327,0650.03%7,517CommonSOLE
436440101HO1Hologic Inc$321,8250.03%4,939CommonSOLE
883203101TXTTextron Inc$321,2400.03%4,001CommonSOLE
G3223R108EGEverest Group Ltd$320,4790.03%943CommonSOLE
880770102TERTeradyne Inc$319,6660.03%3,555CommonSOLE
216648501COOCooper Cos Inc/The$315,3810.03%4,432CommonSOLE
49446R109KIMKimco Realty Corp$315,1530.03%14,993CommonSOLE
681919106OMCOmnicom Group Inc$311,0690.03%4,324CommonSOLE
053611109AVYAvery Dennison Corp$304,0900.03%1,733CommonSOLE
574599106MASMasco Corp$300,8830.03%4,675CommonSOLE
45167R104IEXIDEX Corp$293,9040.03%1,674CommonSOLE
48203R104JNPJuniper Networks Inc$293,0060.03%7,338CommonSOLE
426281101JKHYJack Henry & Associates Inc$290,7940.02%1,614CommonSOLE
086516101BBYBest Buy Co Inc$286,5780.02%4,269CommonSOLE
016255101ALGNAlign Technology Inc$285,8880.02%1,510CommonSOLE
12008R107BLDRBuilders FirstSource Inc$285,7740.02%2,449CommonSOLE
G0176J109ALLEAllegion plc$274,8370.02%1,907CommonSOLE
902653104UDRUDR Inc$272,7850.02%6,681CommonSOLE
87256C101TKOTKO Group Holdings Inc$270,3780.02%1,486CommonSOLE
42250P103DOCHealthpeak Properties Inc$269,6010.02%15,397CommonSOLE
133131102CPTCamden Property Trust$266,8500.02%2,368CommonSOLE
35137L105FOXAFox Corp$265,7980.02%4,743CommonSOLE
00971T101AKAMAkamai Technologies Inc$258,4220.02%3,240CommonSOLE
758849103REGRegency Centers Corp$257,9240.02%3,621CommonSOLE
655663102NDSNNordson Corp$256,8150.02%1,198CommonSOLE
61945C103MOSMosaic Co/The$256,4540.02%7,030CommonSOLE
714046109RVTYRevvity Inc$252,6330.02%2,612CommonSOLE
12541W209CHRWCH Robinson Worldwide Inc$252,4440.02%2,631CommonSOLE
70432V102PAYCPaycom Software Inc$249,9120.02%1,080CommonSOLE
445658107JBHTJB Hunt Transport Services Inc$249,4330.02%1,737CommonSOLE
65249B109NWSANews Corp$248,4290.02%8,359CommonSOLE
83088M102SWKSSkyworks Solutions Inc$247,9280.02%3,327CommonSOLE
015271109AREAlexandria Real Estate Equities Inc$247,8140.02%3,412CommonSOLE
73278L105POOLPool Corp$242,8030.02%833CommonSOLE
45337C102INCYIncyte Corp$242,5040.02%3,561CommonSOLE
751212101RLRalph Lauren Corp$242,4640.02%884CommonSOLE
H11356104BGBunge Global SA$239,1540.02%2,979CommonSOLE
723484101PNWPinnacle West Capital Corp$236,7380.02%2,646CommonSOLE
44107P104HSTHost Hotels & Resorts Inc$236,1600.02%15,375CommonSOLE
83444M101SOLVSolventum Corp$232,6010.02%3,067CommonSOLE
854502101SWKStanley Black & Decker Inc$232,3150.02%3,429CommonSOLE
92556V106VTRSViatris Inc$232,2870.02%26,012CommonSOLE
832696405SJMJ M Smucker Co/The$231,5560.02%2,358CommonSOLE
913903100UHSUniversal Health Services Inc$229,5170.02%1,267CommonSOLE
37959E102GLGlobe Life Inc$227,3260.02%1,829CommonSOLE
143130102KMXCarMax Inc$226,9010.02%3,376CommonSOLE
29414B104EPAMEPAM Systems Inc$222,0860.02%1,256CommonSOLE
04621X108AIZAssurant Inc$221,9790.02%1,124CommonSOLE
101121101BXPBXP Inc$217,7930.02%3,228CommonSOLE
205887102CAGConagra Brands Inc$216,5520.02%10,579CommonSOLE
418056107HASHasbro Inc$215,4810.02%2,919CommonSOLE
501889208LKQLKQ Corp$211,7340.02%5,721CommonSOLE
446413106HIIHuntington Ingalls Industries Inc$210,0700.02%870CommonSOLE
60770K107MRNAModerna Inc$208,0840.02%7,542CommonSOLE
G66721104NCLHNorwegian Cruise Line Holdings Ltd$200,8130.02%9,902CommonSOLE
460690100IPGInterpublic Group of Cos Inc/The$200,5890.02%8,194CommonSOLE
806407102HSICHenry Schein Inc$197,0890.02%2,698CommonSOLE
15677J108DAYDayforce Inc$196,2470.02%3,543CommonSOLE
440452100HRLHormel Foods Corp$195,3850.02%6,459CommonSOLE
29530P102ERIEErie Indemnity Co$191,4280.02%552CommonSOLE
277432100EMNEastman Chemical Co$191,0550.02%2,559CommonSOLE
368736104GNRCGenerac Holdings Inc$187,4620.02%1,309CommonSOLE
57060D108MKTXMarketAxess Holdings Inc$185,5960.02%831CommonSOLE
983134107WYNNWynn Resorts Ltd$182,6570.02%1,950CommonSOLE
931427108WFCWalgreens Boots Alliance Inc$182,6010.02%15,906CommonSOLE
60871R209TAPMolson Coors Beverage Co$182,5980.02%3,797CommonSOLE
09073M104TECHBio-Techne Corp$178,7370.02%3,474CommonSOLE
92556H2060VVBParamount Global$172,0470.01%13,337CommonSOLE
831865209AOSA O Smith Corp$168,9080.01%2,576CommonSOLE
57667L107MTCHMatch Group Inc$167,8870.01%5,435CommonSOLE
00130H105AESAES Corp/The$165,9740.01%15,777CommonSOLE
159864107CRLCharles River Laboratories International Inc$165,0820.01%1,088CommonSOLE
354613101BENFranklin Resources Inc$163,8730.01%6,871CommonSOLE
313745101FRTFederal Realty Investment Trust$163,4780.01%1,721CommonSOLE
012653101ALBAlbemarle Corp$163,4430.01%2,608CommonSOLE
513272104LWLamb Weston Holdings Inc$162,1350.01%3,127CommonSOLE
552953101MGMMGM Resorts International$157,6440.01%4,584CommonSOLE
G491BT108IVZInvesco Ltd$156,4230.01%9,919CommonSOLE
35137L204FOXFox Corp$150,9660.01%2,924CommonSOLE
03743Q108APAAPA Corp$146,2650.01%7,997CommonSOLE
134429109CPBThe Campbell's Company$133,6650.01%4,361CommonSOLE
23918K108DVADaVita Inc$131,0540.01%920CommonSOLE

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.