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Mediolanum International Funds Ltd

Q3 2025 · 13F-HR

Mediolanum International Funds Ltdholdings as filed

Filed 2025-11-04 · accession 0000897069-25-001618

$9.51B
Reported value
410
Positions
2025-09-30
Period end
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The Brief · Mediolanum International Funds Ltd · Q3 2025

AI · grounded in 13F

Mediolanum International Funds Ltd established a new position in NVDA valued at $682.8M. The fund also initiated new stakes in AAPL for $648.6M and MSFT for $519M. Additional new positions include META at $276.7M and AVGO at $274.4M. Total assets under management stand at $9.5B across 410 positions.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORP.$682.8M7.18%3,754,703CommonSOLE
037833100AAPLAPPLE INC$648.6M6.82%2,549,408CommonSOLE
594918104MSFTMICROSOFT CORP$519.0M5.46%1,008,597CommonSOLE
30303M102METAMETA PLATFORMS REGISTERD SHS A$276.7M2.91%372,233CommonSOLE
11135F101AVGOBROADCOM INC$274.4M2.88%836,859CommonSOLE
023135106AMZNAMAZON COM INC$260.0M2.73%1,170,358CommonSOLE
02079K305GOOGLALPHABET INC -A-$226.8M2.38%929,411CommonSOLE
02079K107GOOGALPHABET INC -C-$199.8M2.10%817,665CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$126.6M1.33%401,100CommonSOLE
88160R101TSLATESLA INC$121.0M1.27%272,897CommonSOLE
92826C839VVISA INC -A$117.4M1.23%345,008CommonSOLE
532457108LLYELI LILLY & CO$105.8M1.11%145,679CommonSOLE
57636Q104MAMASTERCARD INC. SHS-A-$86.4M0.91%152,134CommonSOLE
90353T100UBERUBER TECH --- REGISTERED SHS$83.7M0.88%840,433CommonSOLE
949746101WMT2WELLS FARGO & CO$82.8M0.87%978,042CommonSOLE
872540109TJXTJX COMPANIES INC$80.7M0.85%562,131CommonSOLE
30231G102XOMEXXON MOBIL CORP$80.1M0.84%700,894CommonSOLE
369604301GEGENERAL ELECTRIC$79.0M0.83%268,916CommonSOLE
64110L106NFLXNETFLIX INC$78.4M0.82%65,021CommonSOLE
437076102HDHOME DEPOT INC.$78.1M0.82%191,919CommonSOLE
931142103WMTWALMART INC$76.4M0.80%741,486CommonSOLE
58933Y105MRKMERCK & CO INC NEW COMMON$70.5M0.74%897,288CommonSOLE
68389X105ORCLORACLE CORP$67.2M0.71%237,804CommonSOLE
461202103INTUINTUIT INC$66.3M0.70%95,508CommonSOLE
58155Q103MCKMCKESSON CORP$64.8M0.68%85,115CommonSOLE
69608A108PLTRPALANTIR TCHNL-A RG$61.4M0.65%343,234CommonSOLE
149123101CATCATERPILLAR INC.$57.5M0.60%121,854CommonSOLE
14040H105COFCAPITAL ONE FINANCIAL CORP$57.0M0.60%255,083CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$56.9M0.60%123,256CommonSOLE
040413106ANETEURARISTA NETWORKS INC$55.8M0.59%388,938CommonSOLE
88579Y101MMM3M CO$55.6M0.58%361,065CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY - B$54.7M0.57%109,498CommonSOLE
03831W108APPAPPLOVIN CORP-CLASS A$54.7M0.57%76,736CommonSOLE
478160104JNJJOHNSON & JOHNSON$51.8M0.54%285,280CommonSOLE
002824100ABTABBOTT LABORATORIES INC$51.0M0.54%383,485CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORP$49.7M0.52%54,217CommonSOLE
747525103QCOMQUALCOMM INC.$49.7M0.52%300,501CommonSOLE
81762P102NOWSERVICENOW INC$48.8M0.51%51,892CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP$47.8M0.50%713,243CommonSOLE
620076307MSIMOTOROLA SOLTN/EX-DISTR$44.8M0.47%98,616CommonSOLE
874054109TTWOTAKE TWO INTERACT. SOFTWARE$44.6M0.47%171,391CommonSOLE
G29183103ETNEATON CORPORATION PUBLIC LTD$44.5M0.47%121,162CommonSOLE
482480100KLACKLA CORPORATION$42.6M0.45%40,056CommonSOLE
G25508105CRHCRH PLC$42.5M0.45%370,552CommonSOLE
17275R102CSCOCISCO SYSTEMS INC.$41.9M0.44%618,542CommonSOLE
806857108SLBSCHLUMBERGER LTD$41.9M0.44%1,192,756CommonSOLE
58733R102MELIMERCADOLIBRE INC$40.7M0.43%16,270CommonSOLE
G1151C101ACNACCENTURE PLC - CL A$40.0M0.42%162,134CommonSOLE
743315103PGRPROGRESSIVE CORP$39.5M0.41%161,477CommonSOLE
172967424CCITIGROUP INC$39.3M0.41%381,385CommonSOLE
00724F101ADBEADOBE INC$38.5M0.40%107,078CommonSOLE
25809K105DASHDOORDASH RG-A$38.3M0.40%140,508CommonSOLE
872590104TMUST-MOBILE US INC$38.0M0.40%159,591CommonSOLE
008474108AEMAGNICO EAGLE MINES LIMITED$36.6M0.38%219,357CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$36.6M0.38%105,962CommonSOLE
025816109AXPAMERICAN EXPRESS CO.$36.0M0.38%105,179CommonSOLE
98978V103ZTSZOETIS INC -A-$35.5M0.37%248,435CommonSOLE
713448108PEPPEPSICO INC$35.5M0.37%252,916CommonSOLE
824348106SHWSHERWIN-WILLIAMS CO$35.3M0.37%102,824CommonSOLE
595112103MUMICRON TECHNOLOGY INC$35.3M0.37%215,100CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$34.4M0.36%262,544CommonSOLE
233331107DTEDTE ENERGY COMPANY$34.2M0.36%242,811CommonSOLE
718172109PMPHILIP MORRIS INT.$32.9M0.35%201,891CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP.$32.7M0.34%336,994CommonSOLE
053015103ADPAUTOMATIC DATA PROCES.$32.0M0.34%109,420CommonSOLE
808513105SCHWSCHWAB (CHARLES) CORP$31.3M0.33%323,079CommonSOLE
45866F104ICEINTERCONT EXCH$30.3M0.32%180,493CommonSOLE
032654105ADIANALOG DEVICES INC$30.2M0.32%123,574CommonSOLE
95040Q104WELLWELLTOWER INC$29.8M0.31%169,297CommonSOLE
23804L103DDOGDATADOG INC$29.6M0.31%203,867CommonSOLE
858119100STLDSTEEL DYNAMICS INC.$28.6M0.30%206,140CommonSOLE
20030N101CMCSACOMCAST CORP/-A-$28.5M0.30%906,516CommonSOLE
20825C104COPCONOCOPHILLIPS$28.4M0.30%296,013CommonSOLE
191216100KOCOCA-COLA CO.$28.2M0.30%426,797CommonSOLE
444859102HUMHUMANA INC$27.6M0.29%108,163CommonSOLE
336433107FSLRFIRST SOLAR INC$27.5M0.29%122,820CommonSOLE
452308109ITWILLINOIS TOOL WORKS$27.0M0.28%103,161CommonSOLE
02209S103MOALTRIA GROUP$26.8M0.28%408,690CommonSOLE
580135101MCDMCDONALD S CORP.$26.4M0.28%87,013CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$26.3M0.28%4,821CommonSOLE
060505104BACBANK OF AMERICA CORP$26.0M0.27%495,909CommonSOLE
443201108HWMHOWMET AERSPC RG$25.9M0.27%134,748CommonSOLE
23331A109DHIDR HORTON INC$25.7M0.27%151,153CommonSOLE
615369105MCOMOODY S CORP$25.3M0.27%52,616CommonSOLE
194162103CLCOLGATE-PALMOLIVE CO.$24.6M0.26%306,018CommonSOLE
45168D104IDXXIDEXX LABORATORIES INC.$24.4M0.26%38,761CommonSOLE
92537N108VRTVERTIV HOLDINGS LLC NPV$24.4M0.26%170,394CommonSOLE
00790R104WMSADVANCED DRAINAGE SYSTEMS IN$24.3M0.26%176,190CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S.A$24.3M0.26%33,328CommonSOLE
94106L109WMWASTE MANAGEMENT INC$24.2M0.25%110,500CommonSOLE
34959E109FTNTFORTINET$24.0M0.25%283,549CommonSOLE
36266G107GEHCGE HLTC TECH RG-WI$24.0M0.25%328,156CommonSOLE
609839105MPWRMONOLITHIC POWER SYSTEMS INC$23.9M0.25%26,961CommonSOLE
03076C106AMPAMERIPRISE FINANCIAL INC$23.9M0.25%47,758CommonSOLE
871829107SYYSYSCO CORP.$23.6M0.25%288,643CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC.$23.5M0.25%29,201CommonSOLE
G5960L103MDTMEDTRONIC HOLDINGS LIMITED$23.1M0.24%245,357CommonSOLE
384802104GWWWW GRAINGER INC$23.0M0.24%24,282CommonSOLE
110122108BMYBRISTOL MYERS SQUIBB CO$22.5M0.24%508,991CommonSOLE
00206R102TAT & T$22.3M0.23%794,242CommonSOLE
22788C105CRWDCROWDSTRIKE HOLDINGS INC$22.2M0.23%45,471CommonSOLE
494368103KMBKIMBERLY CLARK CORP$22.2M0.23%180,960CommonSOLE
48251W104KKRKKR & CO INC -A-$22.1M0.23%164,583CommonSOLE
92939U106WECWEC ENERGY GROUP INC.$22.0M0.23%192,695CommonSOLE
718546104PSXPHILLIPS 66$21.7M0.23%157,596CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$21.6M0.23%280,989CommonSOLE
64110D104NTAPNETAPP INC$21.5M0.23%180,914CommonSOLE
654106103NKENIKE INC -B-$21.4M0.22%307,370CommonSOLE
375558103GILDGILEAD SCIENCES INC.$21.4M0.22%189,803CommonSOLE
09247X101BLKCHFBLACKROCK RG$21.1M0.22%17,950CommonSOLE
79466L302CRMSALESFORCE --- REGISTERED SHS$20.9M0.22%85,140CommonSOLE
254687106DISWALT DISNEY COMPANY$20.8M0.22%180,972CommonSOLE
74762E102QUREQUANTA SERVICES INC$20.6M0.22%50,463CommonSOLE
G54950103LINLINDE PLC$20.5M0.22%43,042CommonSOLE
46266C105IQVIQVIA HOLDINGS INC$19.7M0.21%109,130CommonSOLE
166764100CVXCHEVRON CORPORATION$19.3M0.20%123,508CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$19.2M0.20%143,313CommonSOLE
052769106ADSKAUTODESK INC.$18.8M0.20%58,509CommonSOLE
466313103JBLJABIL INC$18.7M0.20%87,386CommonSOLE
742718109PGPROCTER & GAMBLE CO.$18.7M0.20%121,991CommonSOLE
26875P101EOGEOG RESOURCES INC.$18.4M0.19%162,441CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$18.4M0.19%44,319CommonSOLE
29084Q100EMEEMCOR GROUP INC.$18.3M0.19%28,639CommonSOLE
G8473T100STESTERIS PLC$18.2M0.19%74,271CommonSOLE
761152107RMDRESMED INC$17.9M0.19%66,135CommonSOLE
925652109VICIVICI PROPERTIES INC REIT$17.9M0.19%550,548CommonSOLE
37045V100GMGENERAL MOTORS CO$17.9M0.19%292,693CommonSOLE
82509L107SHOPSHOPIFY INC$17.8M0.19%119,719CommonSOLE
867224107SUSUNCOR ENERGY$17.8M0.19%423,232CommonSOLE
031100100AMEAMETEK INC$17.5M0.18%93,519CommonSOLE
03073E105CORCENCORA INC$17.3M0.18%56,293CommonSOLE
496902404KGCKINROSS GOLD CORP$17.3M0.18%712,198CommonSOLE
36828A101GEVGE VERNOVA INC$17.3M0.18%28,659CommonSOLE
59156R108METMETLIFE INC$17.2M0.18%209,394CommonSOLE
217204106CPRTCOPART INC$17.0M0.18%381,240CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$16.8M0.18%228,554CommonSOLE
03769M106APOAPOLLO GLOBAL MANAGEMENT INC$16.6M0.17%119,718CommonSOLE
574599106MASMASCO CORP$16.4M0.17%234,119CommonSOLE
363576109AJGARTHUR J GALLAGHER & CO$16.3M0.17%53,258CommonSOLE
55354G100MSCIMSCI INC -A-$16.2M0.17%28,489CommonSOLE
031162100AMGNAMGEN INC$16.1M0.17%58,853CommonSOLE
922475108VEEVVEEVA SYSTEMS INC$16.0M0.17%54,766CommonSOLE
98980L101ZNGAZOOM COMMUNCTINS INC -A-$15.7M0.17%188,026CommonSOLE
00287Y109ABBVABBVIE INC$15.6M0.16%69,838CommonSOLE
548661107LOWLOWE S COMPANIES INC.$15.4M0.16%60,985CommonSOLE
375916103GILGILDAN ACTIVEWEAR$15.4M0.16%267,248CommonSOLE
125523100CITHE CIGNA RG SHS$15.3M0.16%53,528CommonSOLE
038222105AMATAPPLIED MATERIALS INC$15.0M0.16%73,178CommonSOLE
281020107EIXEDISON INTERNATIONAL$15.0M0.16%271,230CommonSOLE
01609W102BABAALIBABA GROUP HOLDING-SP ADR$15.0M0.16%83,264CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$14.7M0.15%91,323CommonSOLE
09260D107BXBLACKSTONE INC$14.7M0.15%83,516CommonSOLE
H1467J104CBCHUBB LTD$14.7M0.15%52,541CommonSOLE
N3167Y103RACEFERRARI N.V.$14.7M0.15%30,407CommonSOLE
69331C108PCGP G & E CORP$14.3M0.15%947,127CommonSOLE
526107107LIILENNOX INTERNATIONAL INC.$14.2M0.15%27,198CommonSOLE
G0450A105ACGLARCH CAPITAL GP LTD BERMUDA$13.9M0.15%154,746CommonSOLE
142339100CSLCARLISLE COS INC$13.6M0.14%40,694CommonSOLE
21037T109CEGCONSTELLATION ENERGY$13.5M0.14%40,525CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$13.4M0.14%30,531CommonSOLE
98980G102ZSZSCALER INC$13.4M0.14%45,150CommonSOLE
81141R100SESEA LTD /ADR$13.2M0.14%72,842CommonSOLE
459200101IBMINTL BUSINESS MACHINES CORP$13.2M0.14%47,194CommonSOLE
184496107CLHCLEAN HARBORS INC$13.1M0.14%56,101CommonSOLE
G3265R107APTVAPTIV PLC$12.8M0.13%149,341CommonSOLE
366651107ITGARTNER INC.$12.8M0.13%48,909CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$12.7M0.13%230,589CommonSOLE
29452E101EQHEQUITABLE HLDG RG$12.6M0.13%241,175CommonSOLE
929740108WABWABTEC CORP$12.4M0.13%62,868CommonSOLE
45841N107IBKRINTERACTIVE BROKER GROUP INC$12.2M0.13%177,843CommonSOLE
92840M102VSTVISTRA CORP$12.1M0.13%61,241CommonSOLE
29362U104ENTGENTEGRIS INC$12.1M0.13%129,328CommonSOLE
92343E102VRSNVERISIGN INC$12.0M0.13%42,241CommonSOLE
82982L103SITESITEONE LANDSCAPE SUPPLY INC$12.0M0.13%93,587CommonSOLE
032095101APHAMPHENOL CORPORATION -A-$11.9M0.13%98,494CommonSOLE
12514G108CDWCDW CORP$11.8M0.12%72,827CommonSOLE
655844108NSCNORFOLK SOUTHERN CORP$11.8M0.12%39,419CommonSOLE
219948106CPAYCORPAY INC$11.8M0.12%39,871CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$11.8M0.12%294,913CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$11.7M0.12%75,604CommonSOLE
384109104GGGGRACO INC$11.7M0.12%138,137CommonSOLE
406216101HALHALLIBURTON CO$11.6M0.12%465,656CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$11.4M0.12%25,451CommonSOLE
228368106CCKCROWN HOLDINGS INC$11.4M0.12%117,951CommonSOLE
H50430232LOGILOGITECH INTL SA$11.2M0.12%104,003CommonSOLE
009066101ABNBAIRBNB INC-CLASS A$11.2M0.12%91,050CommonSOLE
125269100CFCF INDUSTRIES HOLDING INC$11.2M0.12%123,462CommonSOLE
G0176J109ALLEALLEGION PLC$11.0M0.12%63,092CommonSOLE
035710839NLYANNALY CAPITAL MANGEMENT IN$10.9M0.12%523,277CommonSOLE
74144T108TROWT ROWE PRICE GROUP INC.$10.9M0.11%104,898CommonSOLE
592688105MTDMETTLER TOLEDO INTL INC.$10.7M0.11%8,967CommonSOLE
143658300CCL1EURCARNIVAL CORP$10.6M0.11%360,005CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP INC$10.5M0.11%127,368CommonSOLE
064149107BNSBANK OF NOVA SCOTIA$10.4M0.11%160,522CommonSOLE
G4124C109GRABGRAB HLDG RG-A$10.4M0.11%1,697,761CommonSOLE
70450Y103PYPLPAYPAL HOLDINGS INC$10.3M0.11%148,233CommonSOLE
04016X101ARGXARGENX SE - ADR$10.3M0.11%14,339CommonSOLE
78409V104SPGIS&P GLOBAL SHS$10.3M0.11%20,886CommonSOLE
M98068105WIXWIX.COM LTD$10.1M0.11%55,647CommonSOLE
012653101ALBALBEMARLE CORP$10.0M0.10%114,833CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$9.8M0.10%44,456CommonSOLE
550021109LULULULULEMON ATHLETICA INC$9.7M0.10%54,318CommonSOLE
526057104LENLENNAR CORP-A$9.7M0.10%75,858CommonSOLE
D18190898DBDEUTSCHE BANK AG /NAM.$9.6M0.10%273,437CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORP$9.4M0.10%10,224CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEMS$9.4M0.10%26,963CommonSOLE
65339F101NEENEXTERA ENERGY$9.4M0.10%122,818CommonSOLE
67059N108NTNXNUTANIX INC$9.3M0.10%120,803CommonSOLE
893641100TDGTRANSDIGM GROUP INC$9.0M0.09%6,985CommonSOLE
N6596X109NXPINXP SEMICONDUCTOR$8.9M0.09%39,407CommonSOLE
438516106HONHONEYWELL INTERNATIONAL INC.$8.9M0.09%42,308CommonSOLE
651639106NEMNEWMONT RG REGISTERED SHS$8.6M0.09%101,701CommonSOLE
56585A102MPCMARATHON PETROLEUM CORP$8.6M0.09%43,566CommonSOLE
039483102ADMARCHER-DANIELS MIDLAND CO$8.5M0.09%141,320CommonSOLE
907818108UNPUNION PACIFIC CORP.$8.5M0.09%36,029CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$8.5M0.09%25,988CommonSOLE
21036P108STZCONSTELLATION BRANDS INC -A-$8.5M0.09%62,189CommonSOLE
247361702DALDELTA AIR LINES$8.3M0.09%143,931CommonSOLE
303250104FICOFAIR ISAAC CORP$8.3M0.09%5,440CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$8.1M0.08%72,970CommonSOLE
16411Q101CQPCHENIERE ENERGY$8.1M0.08%34,198CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC /REIT$7.9M0.08%413,437CommonSOLE
31946M103FCNCAFIRST CITIZENS BANC.NTH CAR.-A$7.8M0.08%4,333CommonSOLE
758750103RRXREGAL REXNORD CORP$7.7M0.08%53,230CommonSOLE
252131107DXCMDEXCOM INC$7.6M0.08%114,722CommonSOLE
G3223R108EGEVEREST GROUP LTD$7.6M0.08%22,040CommonSOLE
75513E101RTXRTX CORPORATION$7.5M0.08%45,650CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$7.4M0.08%137,675CommonSOLE
21874C102CNMCORE & MAIN INC-CLASS A$7.4M0.08%137,663CommonSOLE
958102105WDCWESTERN DIGITAL CORP$7.4M0.08%63,123CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON$7.3M0.08%73,404CommonSOLE
65290E101NXTNEXTRACKER INC-CL A$7.2M0.08%94,910CommonSOLE
891160509TDTORONTO DOMINION BK$7.0M0.07%87,598CommonSOLE
888787108TOSTTOAST RG-A$7.0M0.07%187,865CommonSOLE
049468101TEAMATLASSIAN CORP$6.9M0.07%41,963CommonSOLE
43300A203HLTHILTON INC$6.7M0.07%25,642CommonSOLE
668771108GENGEN DIGITAL INC$6.7M0.07%231,253CommonSOLE
882508104TXNTEXAS INSTRUMENTS INC$6.6M0.07%36,185CommonSOLE
653656108NICENICE LTD / SADR$6.6M0.07%44,940CommonSOLE
92345Y106VRSKVERISK ANLYTCS$6.5M0.07%26,056CommonSOLE
278865100ECLECOLAB INC.$6.3M0.07%23,246CommonSOLE
136069101CMCANAD.IMPER.BK OF COMMERCE$6.3M0.07%79,543CommonSOLE
285512109EAELECTRONIC ARTS$6.3M0.07%31,102CommonSOLE
90384S303ULTAULTA BEAUTY INC$6.0M0.06%10,887CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP (DE)$6.0M0.06%14,132CommonSOLE
12532H104GIBCGI INC -A-$6.0M0.06%67,190CommonSOLE
92338C103VLTOVERALTO RG-WI$5.9M0.06%56,478CommonSOLE
681919106OMCOMNICOM GROUP$5.9M0.06%74,410CommonSOLE
458140100INTCINTEL CORP.$5.8M0.06%169,570CommonSOLE
45784P101PODDINSULET CORP$5.8M0.06%18,783CommonSOLE
G8267P108SWSMURFIT WESTROCK LIMITED$5.7M0.06%134,012CommonSOLE
679295105OKTAOKTA INC$5.6M0.06%59,741CommonSOLE
29250N105ENBENBRIDGE INC.$5.5M0.06%109,646CommonSOLE
243537107DECKDECKERS OUTDOOR CORP.$5.4M0.06%52,401CommonSOLE
G0403H108AONAON PLC -A-$5.4M0.06%15,144CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$5.3M0.06%105,622CommonSOLE
00766T100ACMAECOM$5.1M0.05%39,466CommonSOLE
136385101CNQCANADIAN NATURAL RESOURCES$5.1M0.05%157,846CommonSOLE
244199105DEDEERE & CO.$5.1M0.05%10,943CommonSOLE
29530P102ERIEERIE INDEMNITY COMPANY CL.A$5.0M0.05%16,052CommonSOLE
87807B107TRPTC ENERGY CORPORATION$5.0M0.05%93,672CommonSOLE
88339J105TTDTRADE DESK INC/THE -CLASS A$4.9M0.05%98,307CommonSOLE
369550108GDGENERAL DYNAMICS CORP$4.8M0.05%14,378CommonSOLE
871607107SNPSSYNOPSYS INC.$4.7M0.05%9,723CommonSOLE
15135U109CVECENOVUS ENERGY$4.7M0.05%269,809CommonSOLE
35671D857FCXFREEPORT MCMORAN INC$4.7M0.05%125,407CommonSOLE
06849F108BBARRICK MINING CORPORATION$4.6M0.05%138,982CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$4.4M0.05%37,133CommonSOLE
256163106DOCUDOCUSIGN INC$4.4M0.05%53,802CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$4.4M0.05%33,145CommonSOLE
146869102CVNACARVANA CO$4.3M0.05%11,050CommonSOLE
19260Q107COINCOINBASE GLB RG-A$4.3M0.05%12,984CommonSOLE
571748102MRSHMARSH & MC-LENNAN COS INC$4.2M0.04%21,022CommonSOLE
29444U700EQIXEQUINIX INC$4.2M0.04%5,382CommonSOLE
540424108LLOEWS CORP$4.1M0.04%40,685CommonSOLE
172908105CTASCINTAS$4.0M0.04%19,806CommonSOLE
62944T105NVRNVR INC$4.0M0.04%498CommonSOLE
573284106MLMMARTIN MARIETTA MATERIALS INC.$4.0M0.04%6,488CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP$4.0M0.04%150,387CommonSOLE
36118L106FUTUFUTU HOLDINGS LTD /SADR$3.9M0.04%22,694CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$3.9M0.04%19,266CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC -B-$3.9M0.04%46,234CommonSOLE
74460D109PSAPUBLIC STORAGE$3.9M0.04%13,523CommonSOLE
M7S64H106MNDYMONDAY.COM RG$3.9M0.04%19,235CommonSOLE
969457100WMBWILLIAMS COMPANIES INC$3.9M0.04%60,482CommonSOLE
693718108PCARPACCAR INC.$3.8M0.04%37,618CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$3.7M0.04%30,206CommonSOLE
303075105FDSFACTSET RESEARCH SYSTEM INC$3.6M0.04%12,478CommonSOLE
502431109LHXL3 HARRIS TECHNOLOGIES INC$3.6M0.04%12,209CommonSOLE
126408103CSXCSX CORP.$3.6M0.04%100,709CommonSOLE
189054109CLXCLOROX COMPANY$3.6M0.04%28,998CommonSOLE
136375102CNICANADIAN NATIONAL RAILWAY$3.6M0.04%37,944CommonSOLE
12572Q105CMECME GROUP INC$3.6M0.04%13,075CommonSOLE
570535104MKLMARKEL GROUP INC$3.6M0.04%1,868CommonSOLE
15135B101CNCCENTENE CORP. DE$3.5M0.04%99,195CommonSOLE
778296103ROSTROSS STORES INC$3.4M0.04%22,675CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS$3.4M0.04%8,544CommonSOLE
780087102RYROYAL BANK OF CANADA$3.3M0.03%22,203CommonSOLE
717081103PFEPFIZER INC.$3.3M0.03%136,290CommonSOLE
744320102PRUPRUDENTIAL FINANCIAL INC$3.2M0.03%30,357CommonSOLE
87612G101TRGPTARGA RESOURCES$3.1M0.03%18,511CommonSOLE
G3643J108FLUTFLUTTER ENTERTAINMENT PLC$3.1M0.03%11,003CommonSOLE
863667101SYKSTRYKER CORP.$3.0M0.03%8,155CommonSOLE
40412C101HCAHCA HEALTHCARE INC$3.0M0.03%7,151CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$3.0M0.03%5,630CommonSOLE
13321L108CCJCAMECO CORP.$2.9M0.03%34,267CommonSOLE
H42097107UBSUBS GROUP AG$2.9M0.03%70,206CommonSOLE
427866108HSYHERSHEY CO/THE$2.8M0.03%15,366CommonSOLE
235851102DHRDANAHER CORP$2.8M0.03%15,138CommonSOLE
617446448MSMORGAN STANLEY$2.8M0.03%17,219CommonSOLE
453038408IMOIMPERIAL OIL LTD$2.7M0.03%29,430CommonSOLE
754730109RJFRAYMOND JAMES FIN.INC$2.6M0.03%14,839CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$2.6M0.03%13,525CommonSOLE
701094104PHPARKER-HANNIFIN$2.6M0.03%3,438CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$2.6M0.03%59,621CommonSOLE
443510607HUBBHUBBELL INC$2.6M0.03%6,030CommonSOLE
49456B101KMIKINDER MORGAN INC$2.6M0.03%90,619CommonSOLE
857477103STTSTATE STREET CORP$2.6M0.03%21,838CommonSOLE
87612E106TGTTARGET CORP$2.5M0.03%28,529CommonSOLE
682680103OKEONEOK INC (NEW)$2.5M0.03%34,256CommonSOLE
67077M108NTRNUTRIEN LTD$2.5M0.03%42,676CommonSOLE
26441C204DUKDUKE ENERGY$2.4M0.03%19,914CommonSOLE
126650100CVSCVS HEALTH CORP$2.4M0.03%32,054CommonSOLE
36467J108GLPIGAM & LEIR PRPR /REIT$2.3M0.02%49,576CommonSOLE
91913Y100VLOVALERO ENER. CORP$2.3M0.02%13,328CommonSOLE
913903100UHSUNIVERSAL HEALTH SERVICES-B$2.3M0.02%11,372CommonSOLE
209115104EDCONSOLIDATED EDISON INC$2.3M0.02%22,840CommonSOLE
969904101WSMWILLIAMS-SONOMA INC$2.3M0.02%11,844CommonSOLE
036752103ELVELEVANCE HEALTH INC$2.3M0.02%7,112CommonSOLE
05464C101AXONAXON ENTERPRISE$2.3M0.02%3,175CommonSOLE
45337C102INCYINCYTE CORP$2.3M0.02%27,071CommonSOLE
N53745100LYBLYONDELLBASELL IND NV -A-$2.3M0.02%46,195CommonSOLE
026874784AIGAMERICAN INTERNATIONAL GROUP$2.3M0.02%28,968CommonSOLE
670346105NUENUCOR CORP.$2.2M0.02%16,511CommonSOLE
422806109HEIHEICO CORP$2.2M0.02%7,008CommonSOLE
260003108DOVDOVER CORP.$2.2M0.02%13,269CommonSOLE
G7709Q104RPRXROYAL PHARM RG -A$2.2M0.02%62,715CommonSOLE
26142V105DKNGDRAFTKINGS RG-A$2.2M0.02%52,252CommonSOLE
682189105ONON SEMICONDUCTOR CORP$2.2M0.02%44,130CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINES$2.2M0.02%15,545CommonSOLE
749685103RPMRPM INTERNATIONAL INC$2.2M0.02%18,660CommonSOLE
12503M108CBOECBOE GLOBAL MARKETS INC$2.1M0.02%8,642CommonSOLE
H11356104BGBUNGE GLOBAL N$2.1M0.02%24,998CommonSOLE
443573100HUBSHUBSPOT INC$2.1M0.02%3,956CommonSOLE
025537101AEPAMERICAN ELECTRIC POWER$2.0M0.02%18,470CommonSOLE
69370C100PTCPTC INC SHS$2.0M0.02%9,840CommonSOLE
25179M103DVNDEVON ENERGY CORP$2.0M0.02%55,739CommonSOLE
72352L106PINSPINTEREST INC -A-$1.9M0.02%58,204CommonSOLE
22052L104CTVACORTEVA INC$1.9M0.02%27,750CommonSOLE
25754A201DPZDOMINOS PIZZA INC$1.8M0.02%4,155CommonSOLE
559222401MGAMAGNA INTERNATIONAL INC$1.8M0.02%37,975CommonSOLE
127097103CTRACOTERRA ENERGY INC$1.8M0.02%74,496CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$1.7M0.02%2,945CommonSOLE
053611109AVYAVERY DENNISON CORP$1.7M0.02%10,859CommonSOLE
370334104GISGENERAL MILLS INC$1.7M0.02%34,786CommonSOLE
90138F102TWLOTWILIO INC -A-$1.7M0.02%16,240CommonSOLE
955306105WSTWEST PHARMACEUTICAL SERVICES$1.7M0.02%6,481CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$1.6M0.02%7,395CommonSOLE
18915M107NETCLOUDFLARE INC$1.6M0.02%7,363CommonSOLE
256746108DLTRDOLLAR TREE INC$1.6M0.02%17,044CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO - B$1.5M0.02%33,145CommonSOLE
690742101OCOWENS CORNING INC$1.5M0.02%10,674CommonSOLE
573874104MRVLMARVELL TECH RG$1.5M0.02%18,274CommonSOLE
855244109SBUXSTARBUCKS CORP.$1.5M0.02%17,342CommonSOLE
086516101BBYBEST BUY CO INC$1.5M0.02%19,270CommonSOLE
67103H107ORLYO'REILLY AUTOMOTIVE INC$1.4M0.02%13,463CommonSOLE
29670G102WTRGESSENTIAL UTIL RG$1.4M0.02%36,959CommonSOLE
23918K108DVADAVITA INC$1.4M0.01%10,840CommonSOLE
770700102HOODROBINHOOD MARKETS INC - A$1.3M0.01%9,547CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH$1.3M0.01%6,294CommonSOLE
501044101KRKROGER CO.$1.3M0.01%19,470CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$1.3M0.01%27,446CommonSOLE
892672106TWTRADEWEB MARKETS INC -A-$1.3M0.01%11,333CommonSOLE
674599105OXYOCCIDENTAL PETROLEUM CORP$1.3M0.01%26,009CommonSOLE
009158106APDAIR PRODUCTS & CHEMICALS$1.2M0.01%4,611CommonSOLE
40434L105HPQHP INC$1.2M0.01%45,601CommonSOLE
380237107GDDYGODADDY INC - CLASS A$1.2M0.01%8,653CommonSOLE
192446102CTSHCOGNIZANT TECH SOLUTIONS-A$1.2M0.01%17,426CommonSOLE
37940X102GPNGLOBAL PAYMENTS INC$1.2M0.01%13,422CommonSOLE
775711104ROLROLLINS INC$1.1M0.01%19,172CommonSOLE
278642103EBAYEBAY INC$1.1M0.01%12,204CommonSOLE
174610105CFGCITIZENS FINANCIAL GROUP INC$1.1M0.01%20,696CommonSOLE
26884L109EQTEQT$1.1M0.01%19,460CommonSOLE
828806109SPGSIMON PROPERTY/PAIRED SHS$1.0M0.01%5,573CommonSOLE
337738108FISVFISERV INC.$966,2430.01%7,407CommonSOLE
452327109ILMNILLUMINA INC$913,5550.01%9,944CommonSOLE
28176E108EWEDWARDS LIFESCIENCES$904,3580.01%11,716CommonSOLE
053332102AZOAUTOZONE INC$897,5060.01%210CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC SHS$790,4080.01%5,505CommonSOLE
75886F107REGNREGENERON PHARMA. INC.$703,7410.01%1,255CommonSOLE
89417E109TRVTRAVELERS COS INC/THE$696,5040.01%2,519CommonSOLE
98956P102ZBHZIMMER BIOMET HLDGS SHS$691,8910.01%7,040CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$648,4440.01%6,071CommonSOLE
609207105MDLZMONDELEZ INTERNATIONAL INC WI$638,2620.01%10,191CommonSOLE
706327103PBAPEMBINA PIPELINE CORP$624,4890.01%15,607CommonSOLE
N3168P101FERFERROVIAL SE$587,5280.01%10,338CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$554,6380.01%4,389CommonSOLE
75734B100RDDTREDDIT INC-CL A$548,0850.01%2,265CommonSOLE
571903202MARMARRIOTT INTL INC. -A-$498,4200.01%1,868CommonSOLE
30161N101EXCEXELON CORP$483,6500.01%10,925CommonSOLE
075887109BDXBECTON DICKINSON & CO.$481,3440.01%2,616CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$473,2710.00%3,374CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$463,5420.00%3,776CommonSOLE
876030107TPRTAPESTRY INC$450,5210.00%4,042CommonSOLE
11271J107BNBROOKFIELD CORP$436,6050.00%6,313CommonSOLE
745867101PHMPULTEGROUP INC$409,5390.00%3,076CommonSOLE
063671101BMOBANK OF MONTREAL$396,6960.00%3,055CommonSOLE
693475105PNCPNC FINANCIAL SERVICES GP$334,0620.00%1,655CommonSOLE
426281101JKHYJACK HENRY & ASSOCIATES INC$330,7600.00%2,188CommonSOLE
521865204LEALEAR CORP$9,1090.00%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.