MondegarAI
Mediolanum International Funds Ltd

Q1 2025 · 13F-HR

Mediolanum International Funds Ltdholdings as filed

Filed 2025-05-07 · accession 0000897069-25-000937

$7.21B
Reported value
427
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$409.0M5.67%1,876,782CommonSOLE
67066G104NVDANVIDIA CORP.$365.2M5.06%3,329,551CommonSOLE
594918104MSFTMICROSOFT CORP$353.6M4.90%933,540CommonSOLE
023135106AMZNAMAZON COM INC$200.3M2.78%1,039,498CommonSOLE
30303M102METAMETA PLATFORMS REGISTERD SHS A$187.0M2.59%324,240CommonSOLE
02079K305GOOGLALPHABET INC -A-$138.1M1.92%895,042CommonSOLE
532457108LLYLILLY (ELI) & CO$124.6M1.73%151,497CommonSOLE
92826C839VVISA INC -A$116.7M1.62%340,317CommonSOLE
02079K107GOOGALPHABET INC -C-$108.7M1.51%696,358CommonSOLE
11135F101AVGOBROADCOM INC$99.6M1.38%589,063CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$92.7M1.29%179,673CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$89.4M1.24%368,156CommonSOLE
30231G102XOMEXXON MOBIL CORP$85.0M1.18%721,739CommonSOLE
57636Q104MAMASTERCARD INC. SHS-A-$83.2M1.15%153,980CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY - B$80.7M1.12%153,363CommonSOLE
58933Y105MRKMERCK & CO INC NEW COMMON$76.8M1.06%860,276CommonSOLE
461202103INTUINTUIT$71.8M1.00%119,880CommonSOLE
64110L106NFLXNETFLIX INC$67.5M0.94%72,305CommonSOLE
949746101WMT2WELLS FARGO & CO$67.4M0.94%954,103CommonSOLE
872540109TJXTJX COMPANIES INC$67.2M0.93%568,386CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$63.9M0.89%210,003CommonSOLE
58155Q103MCKMCKESSON CORP$63.1M0.88%94,497CommonSOLE
478160104JNJJOHNSON & JOHNSON$61.2M0.85%373,942CommonSOLE
20825C104COPCONOCOPHILLIPS$57.3M0.80%560,208CommonSOLE
742718109PGPROCTER & GAMBLE CO.$54.8M0.76%326,054CommonSOLE
88579Y101MMM3M CO$53.4M0.74%368,699CommonSOLE
337738108FISVFISERV INC.$53.0M0.74%245,454CommonSOLE
437076102HDHOME DEPOT INC.$52.2M0.72%145,814CommonSOLE
88160R101TSLATESLA INC$52.2M0.72%198,002CommonSOLE
79466L302CRMSALESFORCE --- REGISTERED SHS$51.7M0.72%191,507CommonSOLE
369604301GEGE AEROSPACE RG$49.4M0.69%247,372CommonSOLE
17275R102CSCOCISCO SYSTEMS INC.$48.6M0.67%797,871CommonSOLE
65339F101NEENEXTERA ENERGY$46.5M0.64%659,443CommonSOLE
806857108SLBSCHLUMBERGER LTD$45.9M0.64%1,094,822CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP.$42.0M0.58%422,870CommonSOLE
743315103PGRPROGRESSIVE CORP$40.2M0.56%144,160CommonSOLE
747525103QCOMQUALCOMM INC.$37.6M0.52%245,955CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP$37.4M0.52%646,979CommonSOLE
191216100KOCOCA-COLA CO.$36.6M0.51%519,665CommonSOLE
053015103ADPAUTOMATIC DATA PROCES.$36.3M0.50%120,508CommonSOLE
482480100KLACKLA CORPORATION$36.2M0.50%53,758CommonSOLE
00206R102TAT & T$36.1M0.50%1,281,981CommonSOLE
G87052109TELTE RG$36.1M0.50%253,986CommonSOLE
00287Y109ABBVABBVIE INC$35.0M0.48%170,298CommonSOLE
G25508105CRHCRH PLC$34.7M0.48%393,419CommonSOLE
68389X105ORCLORACLE CORP$34.5M0.48%244,683CommonSOLE
824348106SHWSHERWIN-WILLIAMS CO$34.0M0.47%100,089CommonSOLE
94106L109WMWASTE MANAGEMENT INC$33.3M0.46%146,181CommonSOLE
09247X101BLKCHFBLACKROCK RG$33.2M0.46%35,077CommonSOLE
22788C105CRWDCROWDSTRIKE HOLDINGS INC$33.2M0.46%92,953CommonSOLE
45866F104ICEINTERCONT EXCH$32.8M0.45%187,680CommonSOLE
194162103CLCOLGATE-PALMOLIVE CO.$32.3M0.45%347,549CommonSOLE
025816109AXPAMERICAN EXPRESS CO.$32.2M0.45%121,392CommonSOLE
98978V103ZTSZOETIS INC -A-$32.1M0.44%196,509CommonSOLE
G0450A105ACGLARCH CAPITAL GP LTD BERMUDA$31.9M0.44%335,917CommonSOLE
00724F101ADBEADOBE INC$30.8M0.43%79,917CommonSOLE
48251W104KKRKKR & CO INC -A-$30.5M0.42%265,547CommonSOLE
G54950103LINLINDE PLC$30.1M0.42%65,550CommonSOLE
149123101CATCATERPILLAR INC.$29.7M0.41%89,981CommonSOLE
038222105AMATAPPLIED MATERIALS INC$29.5M0.41%203,297CommonSOLE
69608A108PLTRPALANTIR TCHNL-A RG$29.1M0.40%338,827CommonSOLE
874054109TTWOTAKE TWO INTERACT. SOFTWARE$28.2M0.39%134,005CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S.A$26.5M0.37%47,251CommonSOLE
166764100CVXCHEVRON CORPORATION$26.0M0.36%156,817CommonSOLE
713448108PEPPEPSICO INC$25.9M0.36%173,810CommonSOLE
363576109AJGGALLAGHER CO ARTHUR J.$25.9M0.36%75,874CommonSOLE
243537107DECKDECKERS OUTDOOR CORP.$25.7M0.36%229,974CommonSOLE
58733R102MELIMERCADOLIBRE INC$25.5M0.35%12,454CommonSOLE
384802104GWWWW GRAINGER INC$24.7M0.34%25,312CommonSOLE
060505104BACBANK OF AMERICA CORP$24.2M0.34%586,249CommonSOLE
002824100ABTABBOTT LABORATORIES INC$24.1M0.33%184,528CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORP$24.0M0.33%25,767CommonSOLE
81762P102NOWSERVICENOW INC$23.7M0.33%29,733CommonSOLE
256677105DGDOLLAR GENERAL CORPORATION$23.4M0.32%271,677CommonSOLE
872590104TMUST-MOBILE US INC$23.3M0.32%88,106CommonSOLE
580135101MCDMCDONALD S CORP.$22.5M0.31%73,401CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$22.5M0.31%44,925CommonSOLE
90353T100UBERUBER TECH --- REGISTERED SHS$22.3M0.31%306,485CommonSOLE
032654105ADIANALOG DEVICES INC$21.7M0.30%107,449CommonSOLE
452308109ITWILLINOIS TOOL WORKS$21.4M0.30%86,636CommonSOLE
75886F107REGNREGENERON PHARMA. INC.$21.2M0.29%33,220CommonSOLE
G5960L103MDTMEDTRONIC HOLDINGS LIMITED$20.8M0.29%237,345CommonSOLE
040413106ANETEURARISTA NETWORKS INC$20.5M0.28%262,414CommonSOLE
H5919C104ONONON HOLDING N-A$20.1M0.28%455,915CommonSOLE
620076307MSIMOTOROLA SOLTN/EX-DISTR$19.8M0.27%45,651CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$19.6M0.27%4,240CommonSOLE
03073E105CORCENCORA INC$19.4M0.27%70,502CommonSOLE
336433107FSLRFIRST SOLAR INC$19.4M0.27%152,178CommonSOLE
34959E109FTNTFORTINET$19.3M0.27%199,685CommonSOLE
02209S103MOALTRIA GROUP$19.2M0.27%330,243CommonSOLE
23804L103DDOGDATADOG INC$19.1M0.26%188,697CommonSOLE
172967424CCITIGROUP INC$18.9M0.26%268,584CommonSOLE
550021109LULULULULEMON ATHLETICA INC$18.7M0.26%63,973CommonSOLE
233331107DTEDTE ENERGY COMPANY$18.4M0.25%134,559CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$18.3M0.25%37,263CommonSOLE
494368103KMBKIMBERLY CLARK CORP$18.2M0.25%129,025CommonSOLE
03769M106APOAPOLLO GLB MGMT RG$17.9M0.25%130,961CommonSOLE
20030N101CMCSACOMCAST CORP/-A-$17.9M0.25%487,598CommonSOLE
G3643J108FLUTFLUTTER ENTERTAINMENT PLC$17.9M0.25%77,924CommonSOLE
03076C106AMPAMERIPRISE FINANC. /WH.I$17.7M0.25%36,716CommonSOLE
92343E102VRSNVERISIGN INC$17.5M0.24%69,572CommonSOLE
219948106CPAYCORPAY INC$17.4M0.24%50,207CommonSOLE
26142V105DKNGDRAFTKINGS RG-A$17.4M0.24%491,746CommonSOLE
36828A101GEVGE VERNOVA INC$17.2M0.24%56,889CommonSOLE
871829107SYYSYSCO CORP.$17.2M0.24%231,556CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$16.6M0.23%224,627CommonSOLE
925652109VICIVICI PROPERTIES INC REIT$16.6M0.23%519,230CommonSOLE
H1467J104CBCHUBB LTD$16.6M0.23%55,840CommonSOLE
615369105MCOMOODY S CORP$16.1M0.22%34,947CommonSOLE
922475108VEEVVEEVA SYSTEMS INC$15.6M0.22%66,516CommonSOLE
98980L101ZNGAZOOM COMMUNCTINS INC -A-$15.5M0.22%207,423CommonSOLE
217204106CPRTCOPART INC$15.4M0.21%279,651CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$15.3M0.21%165,571CommonSOLE
443201108HWMHOWMET AERSPC RG$15.1M0.21%116,199CommonSOLE
G29183103ETNEATON CORPORATION PUBLIC LTD$15.0M0.21%54,859CommonSOLE
26875P101EOGEOG RESOURCES INC.$15.0M0.21%118,533CommonSOLE
78409V104SPGIS&P GLOBAL SHS$14.9M0.21%29,733CommonSOLE
92537N108VRTVERTIV HOLDINGS LLC NPV$14.9M0.21%200,980CommonSOLE
07831C103BRBRBELLRNG BRNDS RG-WI$14.9M0.21%201,121CommonSOLE
45168D104IDXXIDEXX LABORATORIES INC.$14.9M0.21%35,767CommonSOLE
031100100AMEAMETEK INC$14.7M0.20%86,252CommonSOLE
G0403H108AONAON PLC -A-$14.6M0.20%37,062CommonSOLE
863667101SYKSTRYKER CORP.$14.6M0.20%40,104CommonSOLE
609839105MPWRMONOLITHIC POWER SYSTEMS INC$14.3M0.20%24,582CommonSOLE
91913Y100VLOVALERO ENER. CORP$14.0M0.19%106,598CommonSOLE
64110D104NTAPNETAPP INC$14.0M0.19%157,866CommonSOLE
871607107SNPSSYNOPSYS INC.$13.7M0.19%31,284CommonSOLE
466313103JBLJABIL INC$13.5M0.19%99,324CommonSOLE
693718108PCARPACCAR INC.$13.3M0.18%136,790CommonSOLE
931142103WMTWALMART INC$13.1M0.18%154,430CommonSOLE
039483102ADMARCHER-DANIELS MIDLAND CO$13.0M0.18%272,175CommonSOLE
82509L107SHOPSHOPIFY INC$12.9M0.18%132,909CommonSOLE
G8473T100STESTERIS PLC$12.7M0.18%57,171CommonSOLE
35671D857FCXFREEPORT MCMORAN INC$12.6M0.18%328,591CommonSOLE
55354G100MSCIMSCI INC -A-$12.6M0.17%22,486CommonSOLE
427866108HSYTHE HERSHEY CO$11.9M0.17%70,240CommonSOLE
03831W108APPAPPLOVIN RG-A$11.9M0.16%43,564CommonSOLE
867224107SUSUNCOR ENERGY$11.9M0.16%308,558CommonSOLE
110122108BMYBRISTOL MYERS SQUIBB CO$11.9M0.16%197,466CommonSOLE
70438V106PCTYPAYLOCITY HOLDING CORP$11.9M0.16%63,602CommonSOLE
808513105SCHWCHARLES SCHWAB CORP$11.8M0.16%151,927CommonSOLE
92338C103VLTOVERALTO RG-WI$11.8M0.16%123,004CommonSOLE
46266C105IQVIQVIA HOLDINGS INC$11.8M0.16%66,444CommonSOLE
595112103MUMICRON TECHNOLOGY INC$11.8M0.16%133,111CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$11.4M0.16%217,795CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$11.4M0.16%156,804CommonSOLE
459200101IBMIBM CORP$11.2M0.16%45,851CommonSOLE
526107107LIILENNOX INTERNATIONAL INC.$11.2M0.15%20,196CommonSOLE
303250104FICOFAIR ISAAC CORP$11.1M0.15%6,048CommonSOLE
G3223R108EGEVEREST GROUP RG REGISTERED SHS$11.0M0.15%30,311CommonSOLE
N6596X109NXPINXP SEMICONDUCTOR$10.9M0.15%57,631CommonSOLE
375558103GILDGILEAD SCIENCES INC.$10.9M0.15%97,430CommonSOLE
25809K105DASHDOORDASH RG-A$10.9M0.15%59,615CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNERS PLC$10.6M0.15%123,223CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$10.5M0.15%234,409CommonSOLE
629377508NRGNRG ENERGY INC$10.5M0.15%110,559CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$10.4M0.14%31,427CommonSOLE
29084Q100EMEEMCOR GROUP INC.$10.4M0.14%28,104CommonSOLE
256163106DOCUDOCUSIGN INC$10.4M0.14%124,596CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$10.4M0.14%207,556CommonSOLE
858119100STLDSTEEL DYNAMICS INC.$10.4M0.14%83,519CommonSOLE
142339100CSLCARLISLE COS INC$10.3M0.14%30,206CommonSOLE
609207105MDLZMONDELEZ INTERNATIONAL INC WI$10.3M0.14%151,996CommonSOLE
075887109BDXBECTON DICKINSON & CO.$10.2M0.14%44,953CommonSOLE
50155Q100KDKYNDRYL HLDG RG-WI$10.2M0.14%326,435CommonSOLE
98980G102ZSZSCALER INC$10.2M0.14%49,131CommonSOLE
252131107DXCMDEXCOM INC$10.1M0.14%149,593CommonSOLE
761152107RMDRESMED INC$10.1M0.14%45,997CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORP$10.1M0.14%7,707CommonSOLE
23331A109DHIDR HORTON INC$10.0M0.14%79,468CommonSOLE
125523100CITHE CIGNA RG SHS$9.9M0.14%30,449CommonSOLE
244199105DEDEERE & CO.$9.9M0.14%21,173CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$9.3M0.13%34,729CommonSOLE
438516106HONHONEYWELL INTERNATIONAL INC.$9.2M0.13%43,871CommonSOLE
81141R100SESEA LTD /ADR$9.2M0.13%70,500CommonSOLE
893641100TDGTRANSDIGM GROUP INC$9.2M0.13%6,662CommonSOLE
74460D109PSAPUBLIC STORAGE$9.1M0.13%31,076CommonSOLE
570535104MKLMARKEL GROUP INC$9.1M0.13%4,908CommonSOLE
855244109SBUXSTARBUCKS CORP.$9.1M0.13%92,765CommonSOLE
009066101ABNBAIRBNB RG-A$9.1M0.13%75,033CommonSOLE
291011104EMREMERSON ELECTRIC CO.$8.8M0.12%80,769CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$8.7M0.12%50,215CommonSOLE
G0176J109ALLEALLEGION PLC$8.7M0.12%67,712CommonSOLE
69331C108PCGPG&E CORP$8.6M0.12%508,341CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$8.4M0.12%219,463CommonSOLE
668771108GENGEN DIGITAL INC$8.2M0.11%308,817CommonSOLE
247361702DALDELTA AIR LINES$8.0M0.11%181,501CommonSOLE
035710839NLYANNALY CAP /REIT$7.9M0.11%383,543CommonSOLE
882508104TXNTEXAS INSTRUMENTS INC$7.9M0.11%44,920CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$7.8M0.11%46,554CommonSOLE
125269100CFCF INDUSTRIES HOLDING INC$7.8M0.11%101,067CommonSOLE
56585A102MPCMARATHON PETROLEUM CORP$7.8M0.11%53,836CommonSOLE
74144T108TROWT ROWE PRICE GROUP INC.$7.7M0.11%84,425CommonSOLE
00846U101AAGILENT TECHNOLOGIES$7.5M0.10%64,267CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$7.5M0.10%15,090CommonSOLE
92345Y106VRSKVERISK ANLYTCS$7.4M0.10%25,133CommonSOLE
496902404KGCKINROSS GOLD CORP$7.4M0.10%588,507CommonSOLE
366651107ITGARTNER INC.$7.3M0.10%17,536CommonSOLE
74762E102QUREQUANTA SERVICES INC$7.3M0.10%28,707CommonSOLE
655844108NSCNORFOLK SOUTHERN CORP.$7.2M0.10%31,278CommonSOLE
277432100EMNEASTMAN CHEMICAL CO$7.2M0.10%82,444CommonSOLE
03027X100AMTAMERICAN TOWER CORP$7.0M0.10%32,650CommonSOLE
026874784AIGAIG$7.0M0.10%83,811CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$6.9M0.10%129,798CommonSOLE
59156R108METMETLIFE INC$6.9M0.10%87,460CommonSOLE
05550J101BJBJ WHSL CL$6.9M0.10%61,870CommonSOLE
126408103CSXCSX CORP.$6.9M0.10%237,165CommonSOLE
670346105NUENUCOR CORP.$6.8M0.09%56,023CommonSOLE
285512109EAELECTRONIC ARTS$6.8M0.09%47,072CommonSOLE
303075105FDSFACTSET RESEARCH SYSTEM INC$6.7M0.09%14,949CommonSOLE
718172109PMPHILIP MORRIS INT.$6.7M0.09%43,058CommonSOLE
29444U700EQIXEQUINIX INC /REIT$6.6M0.09%8,252CommonSOLE
907818108UNPUNION PACIFIC CORP.$6.6M0.09%28,402CommonSOLE
136385101CNQCANADIAN NAT. RESOURCES$6.6M0.09%215,164CommonSOLE
29452E101EQHEQUITABLE HLDG RG$6.6M0.09%127,360CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$6.6M0.09%52,716CommonSOLE
031162100AMGNAMGEN INC$6.5M0.09%21,309CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$6.5M0.09%57,716CommonSOLE
H11356104BGBUNGE GLOBAL N$6.5M0.09%85,410CommonSOLE
254687106DISWALT DISNEY COMPANY$6.5M0.09%65,939CommonSOLE
891160509TDTORONTO DOMINION BK$6.5M0.09%106,799CommonSOLE
75513E101RTXRTX CORPORATION$6.4M0.09%48,241CommonSOLE
90384S303ULTAULTA BEAUTY INC$6.3M0.09%17,606CommonSOLE
744320102PRUPRUDENTIAL FINANCIAL INC$6.3M0.09%56,859CommonSOLE
184496107CLHCLEAN HARBORS INC$6.1M0.08%30,923CommonSOLE
N3167Y103RACEFERRARI N.V.$6.1M0.08%14,008CommonSOLE
654106103NKENIKE INC -B-$6.0M0.08%95,389CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$6.0M0.08%58,058CommonSOLE
D18190898DBDEUTSCHE BANK AG /NAM.$5.9M0.08%247,171CommonSOLE
749685103RPMRPM INTERNATIONAL INC$5.9M0.08%51,822CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC.$5.9M0.08%10,827CommonSOLE
62944T105NVRNVR INC$5.8M0.08%808CommonSOLE
29250N105ENBENBRIDGE INC.$5.7M0.08%127,310CommonSOLE
653656108NICENICE LTD / SADR$5.7M0.08%36,396CommonSOLE
19260Q107COINCOINBASE GLB RG-A$5.6M0.08%32,336CommonSOLE
H50430232LOGILOGITECH INTL SA$5.6M0.08%64,057CommonSOLE
H42097107UBSUBS GROUP AG$5.6M0.08%177,284CommonSOLE
369550108GDGENERAL DYNAMICS CORP$5.5M0.08%20,524CommonSOLE
22822V101CCICROWN CASTLE INC$5.5M0.08%53,163CommonSOLE
45784P101PODDINSULET CORP$5.5M0.08%21,264CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$5.5M0.08%16,982CommonSOLE
N82405106STLASTELLANTIS N.V. RG$5.2M0.07%459,605CommonSOLE
G8267P108SWSMURFIT WESTROCK LIMITED$5.2M0.07%116,544CommonSOLE
008474108AEMAGNICO EAGLE MINES LIMITED$5.2M0.07%48,011CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEMS$5.1M0.07%19,741CommonSOLE
228368106CCKCROWN HOLDINGS INC$5.0M0.07%57,188CommonSOLE
278865100ECLECOLAB INC.$5.0M0.07%19,988CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$5.0M0.07%22,758CommonSOLE
571748102MRSHMARSH & MC-LENNAN COS INC$5.0M0.07%20,530CommonSOLE
592688105MTDMETTLER TOLEDO INTL INC.$4.9M0.07%4,199CommonSOLE
311900104FASTFASTENAL$4.9M0.07%64,706CommonSOLE
136375102CNICANADIAN NATIONAL RAILWAY$4.8M0.07%49,470CommonSOLE
12532H104GIBCGI INC -A-$4.8M0.07%48,317CommonSOLE
91307C102UTHRUTD THERAPEUTICS CORP (DE)$4.7M0.06%15,257CommonSOLE
12514G108CDWCDW CORP$4.7M0.06%28,908CommonSOLE
235851102DHRDANAHER CORP$4.6M0.06%22,459CommonSOLE
88339J105TTDTHE TRADE DESK INC$4.6M0.06%81,493CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP INC$4.5M0.06%54,120CommonSOLE
31488V107FERGFERGUSON ENTERPRISED INC$4.4M0.06%27,225CommonSOLE
682189105ONON SEMICONDUCTOR CORP$4.4M0.06%106,289CommonSOLE
052769106ADSKAUTODESK INC.$4.3M0.06%16,407CommonSOLE
049468101TEAMATLASSIAN CORP$4.3M0.06%19,503CommonSOLE
717081103PFEPFIZER INC.$4.2M0.06%167,727CommonSOLE
548661107LOWLOWE S COMPANIES INC.$4.2M0.06%18,407CommonSOLE
16411Q101CQPCHENIERE ENERGY$4.2M0.06%18,511CommonSOLE
67059N108NTNXNUTANIX INC$4.2M0.06%58,953CommonSOLE
780087102RYROYAL BANK OF CANADA$4.2M0.06%37,223CommonSOLE
458140100INTCINTEL CORP.$4.2M0.06%184,016CommonSOLE
92939U106WECWEC ENERGY GROUP INC.$4.1M0.06%38,561CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON$4.1M0.06%39,341CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$4.1M0.06%289,652CommonSOLE
G7709Q104RPRXROYAL PHARM RG -A$4.1M0.06%131,448CommonSOLE
98389B100XELXCEL ENERGY INC$4.1M0.06%58,733CommonSOLE
31946M103FCNCAFIRST CITIZENS BANC.NTH CAR.-A$4.0M0.05%2,154CommonSOLE
09260D107BXBLACKSTONE INC$3.9M0.05%28,445CommonSOLE
73278L105POOLPOOL CORP$3.9M0.05%12,453CommonSOLE
15135U109CVECENOVUS ENERGY$3.9M0.05%283,569CommonSOLE
70450Y103PYPLPAYPAL HOLDINGS INC$3.8M0.05%58,960CommonSOLE
67077M108NTRNUTRIEN LTD$3.8M0.05%75,144CommonSOLE
15135B101CNCCENTENE CORP. DE$3.8M0.05%62,818CommonSOLE
87807B107TRPTC ENERGY CORPORATION$3.6M0.05%75,426CommonSOLE
380237107GDDYGODADDY INC$3.5M0.05%19,757CommonSOLE
87612E106TGTTARGET CORP$3.5M0.05%34,061CommonSOLE
25179M103DVNDEVON ENERGY CORP.(NEW)$3.5M0.05%95,584CommonSOLE
40412C101HCAHCA HEALTHCARE INC$3.5M0.05%10,233CommonSOLE
032095101APHAMPHENOL CORPORATION -A-$3.5M0.05%52,358CommonSOLE
28176E108EWEDWARDS LIFESCIENCES$3.4M0.05%48,226CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$3.4M0.05%19,783CommonSOLE
260003108DOVDOVER CORP.$3.4M0.05%19,528CommonSOLE
12503M108CBOECBOE GLOBAL MARKETS INC$3.4M0.05%15,095CommonSOLE
036752103ELVELEVANCE HEALTH INC$3.2M0.05%7,522CommonSOLE
969457100WMBWILLIAMS COMPANIES INC$3.2M0.05%54,880CommonSOLE
72352L106PINSPINTEREST INC -A-$3.2M0.04%102,540CommonSOLE
690742101OCOWENS CORNING INC$3.2M0.04%22,536CommonSOLE
682680103OKEONEOK INC (NEW)$3.2M0.04%32,483CommonSOLE
M98068105WIXWIX.COM LTD$3.2M0.04%19,221CommonSOLE
87612G101TRGPTARGA RESOURCES$3.1M0.04%15,586CommonSOLE
573284106MLMMARTIN MARIETTA MATERIALS INC.$3.0M0.04%6,301CommonSOLE
911312106UPSUTD PARCEL SERVICE INC -B-$3.0M0.04%27,157CommonSOLE
571903202MARMARRIOTT INTL INC. -A-$2.9M0.04%12,413CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$2.9M0.04%37,655CommonSOLE
067901108ABXBARRICK GOLD CORP$2.8M0.04%147,410CommonSOLE
929160109VMCVULCAN MATLS CO$2.8M0.04%12,102CommonSOLE
679295105OKTAOKTA INC$2.7M0.04%25,195CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS$2.7M0.04%5,428CommonSOLE
053611109AVYAVERY DENNISON CORP$2.6M0.04%14,969CommonSOLE
718546104PSXPHILLIPS 66$2.6M0.04%21,495CommonSOLE
172908105CTASCINTAS$2.6M0.04%12,731CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINES$2.6M0.04%15,680CommonSOLE
67103H107ORLYO REILLY AUTOMOTIVE INC$2.6M0.04%1,827CommonSOLE
681919106OMCOMNICOM GROUP INC$2.5M0.04%31,488CommonSOLE
136069101CMCANAD.IMPER.BK OF COMMERCE$2.5M0.03%44,537CommonSOLE
784117103SEICSEI INVESTMENTS CO$2.5M0.03%31,853CommonSOLE
42809H107HESHESS CORP$2.5M0.03%15,501CommonSOLE
N53745100LYBLYONDELLBASELL IND NV -A-$2.4M0.03%34,538CommonSOLE
49456B101KMIKINDER MORGAN INC$2.4M0.03%83,004CommonSOLE
693475105PNCPNC FINANCIAL SERVICES GP$2.3M0.03%13,387CommonSOLE
143658300CCL1EURCARNIVAL CORP$2.3M0.03%114,516CommonSOLE
969904101WSMWILLIAMS-SONOMA INC$2.2M0.03%13,972CommonSOLE
778296103ROSTROSS STORES INC$2.2M0.03%17,353CommonSOLE
59522J103MAAMID-AMERICA APARTMENT COMMUN.$2.2M0.03%13,096CommonSOLE
902973304USBUS BANCORP$2.1M0.03%50,092CommonSOLE
754730109RJFRAYMOND JAMES FIN.INC$2.1M0.03%14,884CommonSOLE
617446448MSMORGAN STANLEY$2.0M0.03%17,534CommonSOLE
704326107PAYXPAYCHEX INC.$1.9M0.03%12,482CommonSOLE
009158106APDAIR PRODUCTS & CHEMICALS$1.9M0.03%6,401CommonSOLE
92840M102VSTVISTRA REGISTERED SHS$1.8M0.03%15,462CommonSOLE
745867101PHMPULTEGROUP INC$1.8M0.03%18,036CommonSOLE
406216101HALHALLIBURTON CO$1.8M0.03%72,381CommonSOLE
14149Y108CAHCARDINAL HEALTH INC.$1.8M0.03%13,267CommonSOLE
888787108TOSTTOAST RG-A$1.8M0.02%53,573CommonSOLE
443510607HUBBHUBBELL INC$1.8M0.02%5,360CommonSOLE
69370C100PTCPTC INC SHS$1.7M0.02%11,283CommonSOLE
126650100CVSCVS HEALTH CORP$1.7M0.02%25,989CommonSOLE
40434L105HPQHP INC$1.7M0.02%61,672CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$1.7M0.02%39,037CommonSOLE
50212V100LPLALPL INVESTMENT HOLDINGS INC$1.6M0.02%4,878CommonSOLE
90138F102TWLOTWILIO INC -A-$1.6M0.02%16,551CommonSOLE
384109104GGGGRACO INC$1.6M0.02%19,456CommonSOLE
05464C101AXONAXON ENTERPRISE$1.6M0.02%2,998CommonSOLE
60937P106MDBMONGODB INC -A-$1.6M0.02%8,969CommonSOLE
422806109HEIHEICO CORP$1.6M0.02%5,956CommonSOLE
22052L104CTVACORTEVA INC$1.6M0.02%25,920CommonSOLE
237194105DRIDARDEN RESTAURANTS$1.5M0.02%7,495CommonSOLE
45167R104IEXIDEX CORP$1.5M0.02%8,424CommonSOLE
701094104PHPARKER-HANNIFIN$1.5M0.02%2,521CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$1.5M0.02%7,220CommonSOLE
540424108LLOEWS CORP$1.5M0.02%16,354CommonSOLE
892672106TWTRADEWEB MARKETS INC -A-$1.4M0.02%9,870CommonSOLE
G3265R107APTVAPTIV HOLDINGS LTD$1.4M0.02%23,371CommonSOLE
98138H101WDAYWORKDAY INC - CLASS A$1.4M0.02%5,890CommonSOLE
12572Q105CMECME GROUP INC$1.4M0.02%5,306CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP$1.3M0.02%62,353CommonSOLE
29530P102ERIEERIE INDEMNITY COMPANY CL.A$1.3M0.02%3,252CommonSOLE
955306105WSTWEST PHARMACEUTICAL SERVICES$1.3M0.02%5,798CommonSOLE
064058100BKBANK OF NY MELLON CORP SHS$1.3M0.02%15,386CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$1.3M0.02%17,544CommonSOLE
302130109EXPDEXPEDITORS INTL WASH.$1.2M0.02%10,400CommonSOLE
436440101HO1HOLOGIC INC$1.2M0.02%20,151CommonSOLE
127097103CTRACOTERRA ENERGY INC$1.2M0.02%42,466CommonSOLE
913903100UHSUNIV.HEALTH SERV.INC-B-$1.2M0.02%6,188CommonSOLE
113004105BAMBROOKFIELD - REGISTERED SHS -A$1.1M0.02%23,509CommonSOLE
21037T109CEGCONST ENRG CO-WI$1.1M0.02%5,374CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$1.1M0.02%6,905CommonSOLE
674599105OXYOCCIDENTAL PETROLEUM CORP$1.1M0.02%22,316CommonSOLE
23918K108DVADAVITA INC --- SHS$1.1M0.01%7,050CommonSOLE
453038408IMOIMPERIAL OIL LTD$1.1M0.01%14,842CommonSOLE
37045V100GMGENERAL MOTORS CO$1.0M0.01%22,241CommonSOLE
92936U109WPCWP CAREY INC REIT$1.0M0.01%16,550CommonSOLE
69047Q102OVVOVINTIV INC$1.0M0.01%24,473CommonSOLE
775711104ROLROLLINS INC$1.0M0.01%19,224CommonSOLE
29476L107EQREQUITY RESIDENTIAL SBI$998,2490.01%13,985CommonSOLE
26441C204DUKDUKE ENERGY$983,7000.01%8,238CommonSOLE
209115104EDCONSOLIDATED EDISON INC$952,8250.01%8,760CommonSOLE
M5216V106GLBEGLOBAL-E ONLINE RG$936,9570.01%26,260CommonSOLE
416515104HIGTHE HARTFORD INSURANCE GROUP INC$924,9610.01%7,568CommonSOLE
26884L109EQTEQT$914,6350.01%17,254CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$905,7590.01%14,126CommonSOLE
254709108DFSEURDISCOVER FIN SVC$899,8400.01%5,669CommonSOLE
278642103EBAYEBAY INC$893,4290.01%13,303CommonSOLE
146869102CVNACARVANA CO$879,5760.01%4,303CommonSOLE
064149107BNSBANK OF NOVA SCOTIA$874,3260.01%18,268CommonSOLE
205887102CAGCONAGRA BRANDS INC$866,7510.01%32,646CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC SHS$857,1750.01%5,441CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT INC$835,7010.01%6,684CommonSOLE
74624M102PPURE STORAGE INC$809,3240.01%17,594CommonSOLE
281020107EIXEDISON INTERNATIONAL$783,9170.01%13,474CommonSOLE
M7S64H106MNDYMONDAY.COM RG$768,4480.01%3,111CommonSOLE
443573100HUBSHUBSPOT INC$749,1760.01%1,287CommonSOLE
18915M107NETCLOUDFLARE INC$737,4420.01%6,417CommonSOLE
448579102HHYATT HOTELS CORP -A-$721,6370.01%5,935CommonSOLE
370334104GISGENERAL MILLS INC$709,6750.01%12,006CommonSOLE
828806109SPGSIMON PROPERTY/PAIRED SHS$704,4330.01%4,288CommonSOLE
92686J106VKTXVIKING THERAPEUTICS INC$647,8680.01%25,258CommonSOLE
001055102AFLAFLAC INC.$633,5460.01%5,770CommonSOLE
922908744VTVVANGUARD INDEX FDS /VALUE ETF$631,7590.01%3,652CommonSOLE
651639106NEMNEWMONT RG REGISTERED SHS$629,1270.01%13,085CommonSOLE
00130H105AESAES CORP.$591,5230.01%47,665CommonSOLE
21036P108STZCONSTELLATION BRAND -A-$588,3350.01%3,202CommonSOLE
706327103PBAPEMBINA PIPELINE CORP$578,8620.01%14,467CommonSOLE
56501R106MFCMANULIFE FINANCIAL CORP$577,9960.01%18,737CommonSOLE
174610105CFGCITIZENS FINANCIAL GROUP INC$572,9190.01%14,234CommonSOLE
988498101YUMYUM BRANDS SHS$568,0570.01%3,647CommonSOLE
H01301128ALCALCON INC.$564,4870.01%5,892CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$520,4200.01%4,691CommonSOLE
053332102AZOAUTOZONE INC$490,2300.01%130CommonSOLE
G51502105JCIJOHNSON CTR INT SHS$472,8800.01%5,934CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$470,1340.01%5,873CommonSOLE
172062101CINFCINCINNATI FINANCIAL CORP$462,1210.01%3,175CommonSOLE
816851109SRESEMPRA ENERGY RG$442,0880.01%6,340CommonSOLE
29670G102WTRGESSENTIAL UTIL RG$439,0660.01%11,175CommonSOLE
115236101BROBROWN & BROWN INC$425,4610.01%3,461CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY LTD$425,2150.01%6,110CommonSOLE
43300A203HLTHILTON INC$410,5660.01%1,819CommonSOLE
231021106CMICUMMINS INC$386,2450.01%1,230CommonSOLE
063671101BMOBANK OF MONTREAL$358,6050.00%3,754CommonSOLE
13321L108CCJCAMECO CORP.$349,1760.00%8,326CommonSOLE
11271J107BNBROOKFIELD RG-WI$327,9600.00%6,313CommonSOLE
14040H105COFCAPITAL ONE FINANCIAL CORP.$323,2860.00%1,863CommonSOLE
46429B671MCHIISH MSCI CHINA --- SHS$294,8960.00%5,404CommonSOLE
983134107WYNNWYNN RESORTS LTD$289,3080.00%3,514CommonSOLE
910047109UALUNITED AIRLINES HOLDINGS INC$281,9730.00%4,015CommonSOLE
375916103GILGILDAN ACTIVEWEAR$262,6540.00%5,828CommonSOLE
25754A201DPZDOMINOS PIZZA INC$254,4110.00%569CommonSOLE
464287655IWMISHS RUSSELL 2000 - SHS$228,1120.00%1,138CommonSOLE
11285B108BEPCBROOKFIELD RENEWABLE CO CL A$148,1090.00%5,282CommonSOLE
521865204LEALEAR CORP$8,0040.00%91CommonSOLE

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.