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Mediolanum International Funds Ltd

Q4 2025 · 13F-HR

Mediolanum International Funds Ltdholdings as filed

Filed 2026-02-09 · accession 0000897069-26-000250

$10.01B
Reported value
408
Positions
2025-12-31
Period end
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The Brief · Mediolanum International Funds Ltd · Q4 2025

AI · grounded in 13F

Mediolanum International Funds Ltd significantly increased its position in CTSH by 3887.53%. The fund also accumulated shares of BAC and BMY, increasing those holdings by 197.83% and 143.99% respectively. On the sell side, the fund trimmed its holdings in ABT by 85.61% and MCK by 68.45%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORP.$733.8M7.33%3,912,978CommonSOLE
037833100AAPLAPPLE INC$595.8M5.95%2,181,728CommonSOLE
594918104MSFTMICROSOFT CORP$511.4M5.11%1,049,068CommonSOLE
023135106AMZNAMAZON COM INC$264.2M2.64%1,136,143CommonSOLE
02079K305GOOGLALPHABET INC -A-$263.0M2.63%838,070CommonSOLE
11135F101AVGOBROADCOM INC$255.9M2.56%731,481CommonSOLE
02079K107GOOGALPHABET INC -C-$243.3M2.43%773,510CommonSOLE
30303M102METAMETA PLATFORMS REGISTERD SHS A$216.2M2.16%324,711CommonSOLE
88160R101TSLATESLA INC$175.3M1.75%385,727CommonSOLE
532457108LLYELI LILLY & CO$168.1M1.68%155,676CommonSOLE
92826C839VVISA INC -A$116.8M1.17%330,335CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$102.6M1.02%317,091CommonSOLE
58933Y105MRKMERCK & CO INC NEW COMMON$97.1M0.97%915,849CommonSOLE
060505104BACBANK OF AMERICA CORP$81.6M0.82%1,476,981CommonSOLE
478160104JNJJOHNSON & JOHNSON$81.1M0.81%392,177CommonSOLE
172967424CCITIGROUP INC$80.1M0.80%682,982CommonSOLE
69608A108PLTRPALANTIR TCHNL-A RG$73.7M0.74%407,562CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$73.5M0.73%422,978CommonSOLE
17275R102CSCOCISCO SYSTEMS INC.$73.5M0.73%949,281CommonSOLE
369604301GEGENERAL ELECTRIC$73.3M0.73%234,936CommonSOLE
30231G102XOMEXXON MOBIL CORP$71.7M0.72%592,883CommonSOLE
57636Q104MAMASTERCARD INC. SHS-A-$67.9M0.68%117,619CommonSOLE
461202103INTUINTUIT INC$67.9M0.68%101,293CommonSOLE
110122108BMYBRISTOL MYERS SQUIBB CO$67.3M0.67%1,241,929CommonSOLE
949746101WMT2WELLS FARGO & CO$62.1M0.62%658,861CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY - B$61.8M0.62%122,768CommonSOLE
872540109TJXTJX COMPANIES INC$61.6M0.62%396,414CommonSOLE
040413106ANETEURARISTA NETWORKS INC$60.0M0.60%453,143CommonSOLE
14040H105COFCAPITAL ONE FINANCIAL CORP$59.3M0.59%243,265CommonSOLE
192446102CTSHCOGNIZANT TECH SOLUTIONS-A$58.5M0.58%694,867CommonSOLE
149123101CATCATERPILLAR INC.$57.7M0.58%99,983CommonSOLE
G1151C101ACNACCENTURE PLC - CL A$55.5M0.55%205,585CommonSOLE
406216101HALHALLIBURTON CO$54.4M0.54%1,907,887CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORP$54.0M0.54%62,387CommonSOLE
37045V100GMGENERAL MOTORS CO$53.9M0.54%654,556CommonSOLE
747525103QCOMQUALCOMM INC.$53.7M0.54%309,065CommonSOLE
191216100KOCOCA-COLA CO.$52.0M0.52%741,887CommonSOLE
874054109TTWOTAKE TWO INTERACT. SOFTWARE$51.2M0.51%198,353CommonSOLE
595112103MUMICRON TECHNOLOGY INC$49.3M0.49%168,503CommonSOLE
808513105SCHWSCHWAB (CHARLES) CORP$46.8M0.47%465,413CommonSOLE
35671D857FCXFREEPORT MCMORAN INC$46.3M0.46%900,645CommonSOLE
43300A203HLTHILTON INC$45.4M0.45%156,419CommonSOLE
482480100KLACKLA CORPORATION$45.4M0.45%36,512CommonSOLE
256677105DGDOLLAR GENERAL CORP$44.2M0.44%325,514CommonSOLE
518439104ELESTEE LAUDER COMPANIES-CL A$43.1M0.43%407,009CommonSOLE
G5960L103MDTMEDTRONIC HOLDINGS LIMITED$41.6M0.42%430,482CommonSOLE
03831W108APPAPPLOVIN CORP-CLASS A$41.6M0.42%59,976CommonSOLE
90353T100UBERUBER TECH --- REGISTERED SHS$41.5M0.41%505,378CommonSOLE
20030N101CMCSACOMCAST CORP/-A-$41.4M0.41%1,382,191CommonSOLE
025816109AXPAMERICAN EXPRESS CO.$40.7M0.41%109,103CommonSOLE
00724F101ADBEADOBE INC$40.3M0.40%114,187CommonSOLE
294429105EFXEQUIFAX INC$40.0M0.40%181,362CommonSOLE
64110L106NFLXNETFLIX INC$40.0M0.40%426,472CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$38.7M0.39%66,300CommonSOLE
81762P102NOWSERVICENOW INC$38.5M0.38%249,625CommonSOLE
880770102TERTERADYNE INC$38.3M0.38%194,673CommonSOLE
548661107LOWLOWE S COMPANIES INC.$38.1M0.38%156,480CommonSOLE
437076102HDHOME DEPOT INC.$38.0M0.38%109,684CommonSOLE
G25508105CRHCRH PLC$36.2M0.36%287,747CommonSOLE
053015103ADPAUTOMATIC DATA PROCES.$36.0M0.36%138,687CommonSOLE
75886F107REGNREGENERON PHARMA. INC.$35.2M0.35%45,535CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC.$35.0M0.35%39,580CommonSOLE
580135101MCDMCDONALD S CORP.$34.7M0.35%112,538CommonSOLE
931142103WMTWALMART INC$33.9M0.34%303,299CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP.$33.7M0.34%350,810CommonSOLE
032095101APHAMPHENOL CORPORATION -A-$32.1M0.32%235,605CommonSOLE
008474108AEMAGNICO EAGLE MINES LIMITED$31.5M0.31%183,255CommonSOLE
88579Y101MMM3M CO$30.2M0.30%187,335CommonSOLE
452308109ITWILLINOIS TOOL WORKS$30.2M0.30%120,282CommonSOLE
713448108PEPPEPSICO INC$30.0M0.30%208,139CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$30.0M0.30%52,363CommonSOLE
36828A101GEVGE VERNOVA INC$29.6M0.30%44,851CommonSOLE
25809K105DASHDOORDASH RG-A$29.5M0.29%129,119CommonSOLE
031162100AMGNAMGEN INC$29.4M0.29%89,588CommonSOLE
03076C106AMPAMERIPRISE FINANCIAL INC$29.3M0.29%59,194CommonSOLE
761152107RMDRESMED INC$29.3M0.29%120,395CommonSOLE
00790R104WMSADVANCED DRAINAGE SYSTEMS IN$29.2M0.29%199,005CommonSOLE
02209S103MOALTRIA GROUP$29.1M0.29%502,996CommonSOLE
194162103CLCOLGATE-PALMOLIVE CO.$28.9M0.29%363,242CommonSOLE
78409V104SPGIS&P GLOBAL SHS$28.9M0.29%54,706CommonSOLE
443201108HWMHOWMET AERSPC RG$28.5M0.29%137,351CommonSOLE
693475105PNCPNC FINANCIAL SERVICES GP$28.5M0.28%134,970CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP$28.3M0.28%365,464CommonSOLE
22788C105CRWDCROWDSTRIKE HOLDINGS INC$28.0M0.28%58,775CommonSOLE
125523100CITHE CIGNA RG SHS$27.4M0.27%99,265CommonSOLE
031100100AMEAMETEK INC$27.3M0.27%131,716CommonSOLE
87612G101TRGPTARGA RESOURCES$27.2M0.27%146,678CommonSOLE
871829107SYYSYSCO CORP.$26.6M0.27%357,980CommonSOLE
09290D101BLKBLACKROCK INC$26.5M0.26%24,463CommonSOLE
34959E109FTNTFORTINET$26.1M0.26%324,870CommonSOLE
615369105MCOMOODY S CORP$26.1M0.26%50,547CommonSOLE
46266C105IQVIQVIA HOLDINGS INC$26.0M0.26%114,158CommonSOLE
743315103PGRPROGRESSIVE CORP$25.4M0.25%110,530CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$25.4M0.25%4,671CommonSOLE
H42097107UBSUBS GROUP AG$25.3M0.25%540,868CommonSOLE
459200101IBMINTL BUSINESS MACHINES CORP$25.0M0.25%82,826CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$25.0M0.25%116,054CommonSOLE
651639106NEMNEWMONT RG REGISTERED SHS$24.9M0.25%244,821CommonSOLE
336433107FSLRFIRST SOLAR INC$24.5M0.24%92,699CommonSOLE
20825C104COPCONOCOPHILLIPS$24.3M0.24%258,674CommonSOLE
824348106SHWSHERWIN-WILLIAMS CO$24.0M0.24%73,652CommonSOLE
45168D104IDXXIDEXX LABORATORIES INC.$24.0M0.24%35,131CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$23.3M0.23%275,865CommonSOLE
68389X105ORCLORACLE CORP$23.3M0.23%117,897CommonSOLE
574599106MASMASCO CORP$23.0M0.23%358,547CommonSOLE
693718108PCARPACCAR INC.$22.9M0.23%206,272CommonSOLE
872590104TMUST-MOBILE US INC$22.9M0.23%112,189CommonSOLE
466313103JBLJABIL INC$22.8M0.23%98,262CommonSOLE
925652109VICIVICI PROPERTIES INC REIT$22.6M0.23%798,955CommonSOLE
254687106DISWALT DISNEY COMPANY$22.6M0.23%196,887CommonSOLE
64110D104NTAPNETAPP INC$22.5M0.23%207,698CommonSOLE
126650100CVSCVS HEALTH CORP$22.5M0.22%281,777CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$22.5M0.22%67,688CommonSOLE
366651107ITGARTNER INC.$22.4M0.22%88,159CommonSOLE
98978V103ZTSZOETIS INC -A-$22.4M0.22%176,956CommonSOLE
320517105FHNFIRST HORIZON CORP$22.3M0.22%933,834CommonSOLE
58733R102MELIMERCADOLIBRE INC$22.3M0.22%11,045CommonSOLE
58155Q103MCKMCKESSON CORP$22.2M0.22%26,857CommonSOLE
052769106ADSKAUTODESK INC.$22.0M0.22%73,442CommonSOLE
929740108WABWABTEC CORP$21.7M0.22%100,296CommonSOLE
03073E105CORCENCORA INC$21.6M0.22%63,485CommonSOLE
502431109LHXL3 HARRIS TECHNOLOGIES INC$21.5M0.22%72,826CommonSOLE
92537N108VRTVERTIV HOLDINGS LLC NPV$21.5M0.21%130,544CommonSOLE
192108504CDECOEUR MINING INC$21.3M0.21%1,175,810CommonSOLE
94106L109WMWASTE MANAGEMENT INC$21.0M0.21%94,430CommonSOLE
494368103KMBKIMBERLY CLARK CORP$20.9M0.21%205,511CommonSOLE
609839105MPWRMONOLITHIC POWER SYSTEMS INC$20.6M0.21%22,316CommonSOLE
902973304USBUS BANCORP$20.1M0.20%370,704CommonSOLE
718172109PMPHILIP MORRIS INT.$20.0M0.20%123,464CommonSOLE
384802104GWWWW GRAINGER INC$20.0M0.20%19,559CommonSOLE
770700102HOODROBINHOOD MARKETS INC - A$20.0M0.20%172,970CommonSOLE
375558103GILDGILEAD SCIENCES INC.$19.9M0.20%161,749CommonSOLE
74762E102QUREQUANTA SERVICES INC$19.9M0.20%46,333CommonSOLE
375916103GILGILDAN ACTIVEWEAR$19.5M0.19%310,067CommonSOLE
143658300CCL1EURCARNIVAL CORP$19.4M0.19%628,928CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$19.4M0.19%476,062CommonSOLE
742718109PGPROCTER & GAMBLE CO.$19.0M0.19%131,973CommonSOLE
29084Q100EMEEMCOR GROUP INC.$18.9M0.19%30,675CommonSOLE
H1467J104CBCHUBB LTD$18.7M0.19%59,438CommonSOLE
217204106CPRTCOPART INC$18.1M0.18%458,996CommonSOLE
758750103RRXREGAL REXNORD CORP$17.8M0.18%125,354CommonSOLE
25179M103DVNDEVON ENERGY CORP$17.8M0.18%484,590CommonSOLE
03769M106APOAPOLLO GLOBAL MANAGEMENT INC$17.6M0.18%120,160CommonSOLE
571903202MARMARRIOTT INTL INC. -A-$17.2M0.17%54,815CommonSOLE
867224107SUSUNCOR ENERGY$17.2M0.17%386,108CommonSOLE
00287Y109ABBVABBVIE INC$17.1M0.17%74,397CommonSOLE
278768106SATSECHOSTAR CORP-A$17.0M0.17%156,105CommonSOLE
65339F101NEENEXTERA ENERGY$16.9M0.17%210,425CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$16.9M0.17%42,476CommonSOLE
281020107EIXEDISON INTERNATIONAL$16.9M0.17%279,577CommonSOLE
958102105WDCWESTERN DIGITAL CORP$16.7M0.17%95,094CommonSOLE
69331C108PCGP G & E CORP$16.3M0.16%1,016,258CommonSOLE
59156R108METMETLIFE INC$16.0M0.16%200,916CommonSOLE
247361702DALDELTA AIR LINES$16.0M0.16%230,886CommonSOLE
438516106HONHONEYWELL INTERNATIONAL INC.$15.9M0.16%81,064CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$15.9M0.16%76,612CommonSOLE
79466L302CRMSALESFORCE --- REGISTERED SHS$15.7M0.16%58,908CommonSOLE
77311W101RKTROCKET COS INC-CLASS A$15.6M0.16%775,910CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINES$15.2M0.15%95,647CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S.A$15.2M0.15%26,291CommonSOLE
82509L107SHOPSHOPIFY INC$15.1M0.15%92,451CommonSOLE
573874104MRVLMARVELL TECH RG$15.1M0.15%174,234CommonSOLE
891160509TDTORONTO DOMINION BK$15.1M0.15%158,804CommonSOLE
496902404KGCKINROSS GOLD CORP$15.0M0.15%525,028CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$15.0M0.15%38,252CommonSOLE
45784P101PODDINSULET CORP$14.9M0.15%51,884CommonSOLE
166764100CVXCHEVRON CORPORATION$14.9M0.15%97,750CommonSOLE
922475108VEEVVEEVA SYSTEMS INC$14.9M0.15%66,119CommonSOLE
009066101ABNBAIRBNB INC-CLASS A$14.8M0.15%108,103CommonSOLE
23331A109DHIDR HORTON INC$14.7M0.15%100,958CommonSOLE
035710839NLYANNALY CAPITAL MANGEMENT IN$14.4M0.14%625,600CommonSOLE
038222105AMATAPPLIED MATERIALS INC$14.3M0.14%54,822CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$14.2M0.14%218,774CommonSOLE
142339100CSLCARLISLE COS INC$13.8M0.14%42,523CommonSOLE
D18190898DBDEUTSCHE BANK AG /NAM.$13.6M0.14%350,432CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$13.6M0.14%366,538CommonSOLE
98980L101ZNGAZOOM COMMUNCTINS INC -A-$13.5M0.13%156,375CommonSOLE
199908104FIXCOMFORT SYSTEMS USA INC$13.5M0.13%14,212CommonSOLE
039483102ADMARCHER-DANIELS MIDLAND CO$13.4M0.13%230,248CommonSOLE
N3167Y103RACEFERRARI N.V.$13.3M0.13%35,468CommonSOLE
21036P108STZCONSTELLATION BRANDS INC -A-$13.2M0.13%94,405CommonSOLE
617446448MSMORGAN STANLEY$13.1M0.13%73,245CommonSOLE
G54950103LINLINDE PLC$13.1M0.13%30,579CommonSOLE
620076307MSIMOTOROLA SOLTN/EX-DISTR$13.1M0.13%34,001CommonSOLE
95040Q104WELLWELLTOWER INC$12.9M0.13%68,778CommonSOLE
G29183103ETNEATON CORPORATION PUBLIC LTD$12.8M0.13%39,743CommonSOLE
125269100CFCF INDUSTRIES HOLDING INC$12.6M0.13%163,635CommonSOLE
252131107DXCMDEXCOM INC$12.5M0.13%186,907CommonSOLE
92840M102VSTVISTRA CORP$12.2M0.12%75,249CommonSOLE
G3265R107APTVAPTIV PLC$12.2M0.12%158,506CommonSOLE
12532H104GIBCGI INC -A-$12.0M0.12%129,367CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$11.8M0.12%63,179CommonSOLE
983134107WYNNWYNN RESORTS LTD$11.7M0.12%97,587CommonSOLE
855244109SBUXSTARBUCKS CORP.$11.7M0.12%136,981CommonSOLE
384109104GGGGRACO INC$11.4M0.11%137,783CommonSOLE
21874C102CNMCORE & MAIN INC-CLASS A$11.3M0.11%213,795CommonSOLE
45841N107IBKRINTERACTIVE BROKER GROUP INC$11.2M0.11%172,713CommonSOLE
98980G102ZSZSCALER INC$11.2M0.11%49,137CommonSOLE
363576109AJGARTHUR J GALLAGHER & CO$11.1M0.11%42,528CommonSOLE
74144T108TROWT ROWE PRICE GROUP INC.$11.1M0.11%107,094CommonSOLE
526107107LIILENNOX INTERNATIONAL INC.$11.1M0.11%22,463CommonSOLE
70450Y103PYPLPAYPAL HOLDINGS INC$10.7M0.11%181,819CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORP$10.7M0.11%36,654CommonSOLE
82982L103SITESITEONE LANDSCAPE SUPPLY INC$10.7M0.11%84,652CommonSOLE
92343E102VRSNVERISIGN INC$10.7M0.11%43,528CommonSOLE
G8473T100STESTERIS PLC$10.6M0.11%41,534CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$10.4M0.10%36,498CommonSOLE
G4124C109GRABGRAB HLDG RG-A$10.4M0.10%2,050,681CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$10.3M0.10%389,554CommonSOLE
45866F104ICEINTERCONT EXCH$10.3M0.10%63,101CommonSOLE
26875P101EOGEOG RESOURCES INC.$10.3M0.10%97,411CommonSOLE
592688105MTDMETTLER TOLEDO INTL INC.$10.3M0.10%7,275CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP INC$10.1M0.10%113,452CommonSOLE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$9.9M0.10%68,042CommonSOLE
92345Y106VRSKVERISK ANLYTCS$9.8M0.10%43,901CommonSOLE
064149107BNSBANK OF NOVA SCOTIA$9.8M0.10%131,880CommonSOLE
22052L104CTVACORTEVA INC$9.7M0.10%144,415CommonSOLE
81141R100SESEA LTD /ADR$9.7M0.10%75,729CommonSOLE
G3223R108EGEVEREST GROUP LTD$9.7M0.10%28,451CommonSOLE
05550J101BJBJ'S WHOLESALE CLUB HOLDINGS$9.7M0.10%107,394CommonSOLE
89417E109TRVTRAVELERS COS INC/THE$9.6M0.10%32,666CommonSOLE
174610105CFGCITIZENS FINANCIAL GROUP INC$9.2M0.09%156,845CommonSOLE
806857108SLBSLB LTD$9.2M0.09%237,535CommonSOLE
219948106CPAYCORPAY INC$9.1M0.09%29,819CommonSOLE
G0403H108AONAON PLC -A-$8.8M0.09%24,700CommonSOLE
12514G108CDWCDW CORP$8.8M0.09%63,523CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEMS$8.7M0.09%27,456CommonSOLE
679295105OKTAOKTA INC$8.6M0.09%98,723CommonSOLE
16411Q101CQPCHENIERE ENERGY$8.5M0.09%44,133CommonSOLE
458140100INTCINTEL CORP.$8.5M0.08%227,439CommonSOLE
654106103NKENIKE INC -B-$8.4M0.08%138,050CommonSOLE
907818108UNPUNION PACIFIC CORP.$8.3M0.08%35,820CommonSOLE
209115104EDCONSOLIDATED EDISON INC$8.2M0.08%82,335CommonSOLE
012653101ALBALBEMARLE CORP$8.1M0.08%57,062CommonSOLE
55354G100MSCIMSCI INC -A-$8.1M0.08%13,826CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$8.0M0.08%67,500CommonSOLE
146869102CVNACARVANA CO$8.0M0.08%18,668CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$8.0M0.08%28,367CommonSOLE
G0176J109ALLEALLEGION PLC$8.0M0.08%49,561CommonSOLE
26441C204DUKDUKE ENERGY$8.0M0.08%67,682CommonSOLE
550021109LULULULULEMON ATHLETICA INC$7.8M0.08%37,065CommonSOLE
75513E101RTXRTX CORPORATION$7.7M0.08%41,689CommonSOLE
29364G103ETRENTERGY CORP$7.6M0.08%81,085CommonSOLE
23804L103DDOGDATADOG INC$7.5M0.08%54,902CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$7.2M0.07%51,406CommonSOLE
049468101TEAMATLASSIAN CORP$7.2M0.07%43,940CommonSOLE
H50430232LOGILOGITECH INTL SA$7.1M0.07%68,753CommonSOLE
303250104FICOFAIR ISAAC CORP$7.1M0.07%4,056CommonSOLE
56585A102MPCMARATHON PETROLEUM CORP$7.1M0.07%43,207CommonSOLE
31946M103FCNCAFIRST CITIZENS BANC.NTH CAR.-A$7.0M0.07%3,222CommonSOLE
002824100ABTABBOTT LABORATORIES INC$6.9M0.07%55,176CommonSOLE
G0450A105ACGLARCH CAPITAL GP LTD BERMUDA$6.7M0.07%69,342CommonSOLE
681919106OMCOMNICOM GROUP$6.6M0.07%81,187CommonSOLE
67059N108NTNXNUTANIX INC$6.5M0.06%124,585CommonSOLE
701094104PHPARKER-HANNIFIN$6.3M0.06%7,134CommonSOLE
653656108NICENICE LTD / SADR$6.3M0.06%55,637CommonSOLE
256746108DLTRDOLLAR TREE INC$6.0M0.06%48,546CommonSOLE
136375102CNICANADIAN NATIONAL RAILWAY$5.8M0.06%57,941CommonSOLE
888787108TOSTTOAST RG-A$5.6M0.06%155,621CommonSOLE
243537107DECKDECKERS OUTDOOR CORP.$5.6M0.06%53,287CommonSOLE
29250N105ENBENBRIDGE INC.$5.6M0.06%116,394CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$5.5M0.05%118,550CommonSOLE
G8267P108SWSMURFIT WESTROCK LIMITED$5.5M0.05%140,597CommonSOLE
882508104TXNTEXAS INSTRUMENTS INC$5.4M0.05%30,846CommonSOLE
668771108GENGEN DIGITAL INC$5.4M0.05%196,390CommonSOLE
244199105DEDEERE & CO.$5.4M0.05%11,448CommonSOLE
136069101CMCANAD.IMPER.BK OF COMMERCE$5.4M0.05%58,671CommonSOLE
06849F108BBARRICK MINING CORPORATION$5.2M0.05%118,004CommonSOLE
92939U106WECWEC ENERGY GROUP INC.$5.1M0.05%48,262CommonSOLE
369550108GDGENERAL DYNAMICS CORP$4.9M0.05%14,378CommonSOLE
780087102RYROYAL BANK OF CANADA$4.8M0.05%27,701CommonSOLE
45337C102INCYINCYTE CORP$4.8M0.05%48,073CommonSOLE
87807B107TRPTC ENERGY CORPORATION$4.5M0.05%80,760CommonSOLE
036752103ELVELEVANCE HEALTH INC$4.5M0.05%12,963CommonSOLE
501044101KRKROGER CO.$4.5M0.05%71,961CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$4.5M0.05%32,474CommonSOLE
278865100ECLECOLAB INC.$4.5M0.04%16,917CommonSOLE
01609W102BABAALIBABA GROUP HOLDING-SP ADR$4.4M0.04%30,169CommonSOLE
75734B100RDDTREDDIT INC-CL A$4.2M0.04%17,930CommonSOLE
553368101MPMP MATERIALS CORP$4.2M0.04%82,901CommonSOLE
427866108HSYHERSHEY CO/THE$4.1M0.04%22,546CommonSOLE
573284106MLMMARTIN MARIETTA MATERIALS INC.$4.1M0.04%6,488CommonSOLE
032654105ADIANALOG DEVICES INC$4.1M0.04%14,808CommonSOLE
36118L106FUTUFUTU HOLDINGS LTD /SADR$4.1M0.04%24,597CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC -B-$4.0M0.04%40,001CommonSOLE
559222401MGAMAGNA INTERNATIONAL INC$4.0M0.04%73,585CommonSOLE
09260D107BXBLACKSTONE INC$3.9M0.04%25,141CommonSOLE
717081103PFEPFIZER INC.$3.8M0.04%152,607CommonSOLE
M7S64H106MNDYMONDAY.COM RG$3.8M0.04%26,228CommonSOLE
90384S303ULTAULTA BEAUTY INC$3.8M0.04%6,188CommonSOLE
40412C101HCAHCA HEALTHCARE INC$3.8M0.04%7,925CommonSOLE
026874784AIGAMERICAN INTERNATIONAL GROUP$3.7M0.04%42,939CommonSOLE
969457100WMBWILLIAMS COMPANIES INC$3.7M0.04%60,761CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$3.7M0.04%6,357CommonSOLE
571748102MRSHMARSH & MC-LENNAN COS INC$3.6M0.04%19,130CommonSOLE
235851102DHRDANAHER CORP$3.6M0.04%15,522CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$3.6M0.04%87,765CommonSOLE
74460D109PSAPUBLIC STORAGE$3.5M0.04%13,562CommonSOLE
570535104MKLMARKEL GROUP INC$3.5M0.04%1,629CommonSOLE
136385101CNQCANADIAN NATURAL RESOURCES$3.5M0.04%103,409CommonSOLE
893641100TDGTRANSDIGM GROUP INC$3.5M0.03%2,626CommonSOLE
744320102PRUPRUDENTIAL FINANCIAL INC$3.4M0.03%30,282CommonSOLE
443510607HUBBHUBBELL INC$3.4M0.03%7,665CommonSOLE
91913Y100VLOVALERO ENER. CORP$3.4M0.03%20,759CommonSOLE
233331107DTEDTE ENERGY COMPANY$3.4M0.03%26,183CommonSOLE
88339J105TTDTRADE DESK INC/THE -CLASS A$3.4M0.03%88,715CommonSOLE
04626A103ALABASTERA LABS INC$3.4M0.03%19,637CommonSOLE
443573100HUBSHUBSPOT INC$3.4M0.03%8,263CommonSOLE
29530P102ERIEERIE INDEMNITY COMPANY CL.A$3.3M0.03%11,439CommonSOLE
12503M108CBOECBOE GLOBAL MARKETS INC$3.3M0.03%12,912CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC SHS$3.2M0.03%21,460CommonSOLE
60937P106MDBMONGODB INC$3.2M0.03%7,615CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP (DE)$3.2M0.03%6,460CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$3.2M0.03%22,974CommonSOLE
172908105CTASCINTAS$3.1M0.03%16,516CommonSOLE
69370C100PTCPTC INC SHS$3.0M0.03%17,109CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$3.0M0.03%23,432CommonSOLE
913903100UHSUNIVERSAL HEALTH SERVICES-B$3.0M0.03%13,303CommonSOLE
21037T109CEGCONSTELLATION ENERGY$3.0M0.03%8,360CommonSOLE
36467J108GLPIGAM & LEIR PRPR /REIT$3.0M0.03%66,072CommonSOLE
26884L109EQTEQT$3.0M0.03%54,136CommonSOLE
12572Q105CMECME GROUP INC$3.0M0.03%10,718CommonSOLE
863667101SYKSTRYKER CORP.$2.9M0.03%8,155CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP$2.8M0.03%102,265CommonSOLE
778296103ROSTROSS STORES INC$2.8M0.03%15,215CommonSOLE
754730109RJFRAYMOND JAMES FIN.INC$2.8M0.03%16,981CommonSOLE
670346105NUENUCOR CORP.$2.7M0.03%16,511CommonSOLE
260003108DOVDOVER CORP.$2.6M0.03%13,269CommonSOLE
15101Q207CLSCELESTICA INC$2.6M0.03%8,522CommonSOLE
053611109AVYAVERY DENNISON CORP$2.5M0.03%13,815CommonSOLE
67077M108NTRNUTRIEN LTD$2.5M0.03%40,436CommonSOLE
49456B101KMIKINDER MORGAN INC$2.5M0.03%90,845CommonSOLE
62944T105NVRNVR INC$2.5M0.02%341CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS$2.5M0.02%5,487CommonSOLE
92338C103VLTOVERALTO RG-WI$2.5M0.02%24,531CommonSOLE
020002101ALLALLSTATE CORP$2.5M0.02%11,768CommonSOLE
G7709Q104RPRXROYAL PHARM RG -A$2.4M0.02%62,109CommonSOLE
718546104PSXPHILLIPS 66$2.4M0.02%18,389CommonSOLE
15135U109CVECENOVUS ENERGY$2.3M0.02%137,619CommonSOLE
G51502105JCIJOHNSON CONTROLS INTERNATION$2.3M0.02%19,385CommonSOLE
26142V105DKNGDRAFTKINGS RG-A$2.3M0.02%67,074CommonSOLE
40434L105HPQHP INC$2.3M0.02%99,829CommonSOLE
08265T208BSYBENTLEY SYSTEMS INC-CLASS B$2.2M0.02%56,637CommonSOLE
13321L108CCJCAMECO CORP.$2.2M0.02%23,885CommonSOLE
422806109HEIHEICO CORP$2.2M0.02%6,631CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$2.2M0.02%14,415CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC /REIT$2.1M0.02%131,996CommonSOLE
064058100BKBANK OF NEW YORK MELLON CORP$2.1M0.02%18,098CommonSOLE
969904101WSMWILLIAMS-SONOMA INC$2.0M0.02%11,195CommonSOLE
682680103OKEONEOK INC (NEW)$2.0M0.02%26,500CommonSOLE
910047109UALUNITED AIRLINES HOLDINGS INC$1.9M0.02%16,816CommonSOLE
00766T100ACMAECOM$1.8M0.02%18,961CommonSOLE
M98068105WIXWIX.COM LTD$1.8M0.02%17,266CommonSOLE
876030107TPRTAPESTRY INC$1.8M0.02%13,735CommonSOLE
25754A201DPZDOMINOS PIZZA INC$1.7M0.02%4,108CommonSOLE
955306105WSTWEST PHARMACEUTICAL SERVICES$1.7M0.02%6,238CommonSOLE
749685103RPMRPM INTERNATIONAL INC$1.7M0.02%16,364CommonSOLE
N53745100LYBLYONDELLBASELL IND NV -A-$1.7M0.02%39,122CommonSOLE
05464C101AXONAXON ENTERPRISE$1.7M0.02%2,938CommonSOLE
370334104GISGENERAL MILLS INC$1.6M0.02%34,430CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON$1.6M0.02%18,483CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$1.5M0.02%9,520CommonSOLE
00206R102TAT & T$1.5M0.01%59,815CommonSOLE
67103H107ORLYO'REILLY AUTOMOTIVE INC$1.5M0.01%16,096CommonSOLE
72352L106PINSPINTEREST INC -A-$1.5M0.01%55,987CommonSOLE
086516101BBYBEST BUY CO INC$1.4M0.01%21,261CommonSOLE
093712107BEBLOOM ENERGY CORP- A$1.4M0.01%16,330CommonSOLE
87612E106TGTTARGET CORP$1.4M0.01%14,594CommonSOLE
892672106TWTRADEWEB MARKETS INC -A-$1.4M0.01%12,937CommonSOLE
83444M101SOLVSOLVENTUM CORP$1.4M0.01%17,075CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$1.4M0.01%2,964CommonSOLE
452327109ILMNILLUMINA INC$1.4M0.01%10,187CommonSOLE
11133T103BRBROADRIDGE FINANCIAL SOLUTIO$1.2M0.01%5,359CommonSOLE
291011104EMREMERSON ELECTRIC CO$1.2M0.01%8,910CommonSOLE
453038408IMOIMPERIAL OIL LTD$1.2M0.01%13,590CommonSOLE
18915M107NETCLOUDFLARE INC$1.2M0.01%5,851CommonSOLE
30161N101EXCEXELON CORP$1.2M0.01%26,519CommonSOLE
90138F102TWLOTWILIO INC -A-$1.1M0.01%7,536CommonSOLE
278642103EBAYEBAY INC$1.1M0.01%12,204CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$1.1M0.01%12,437CommonSOLE
N6596X109NXPINXP SEMICONDUCTOR$1.0M0.01%4,700CommonSOLE
674599105OXYOCCIDENTAL PETROLEUM CORP$1.0M0.01%24,896CommonSOLE
127097103CTRACOTERRA ENERGY INC$989,2800.01%37,247CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$954,9710.01%8,525CommonSOLE
380237107GDDYGODADDY INC - CLASS A$903,7410.01%7,168CommonSOLE
N3168P101FERFERROVIAL SE$844,2350.01%12,904CommonSOLE
37940X102GPNGLOBAL PAYMENTS INC$761,3760.01%9,600CommonSOLE
28176E108EWEDWARDS LIFESCIENCES$745,9750.01%8,654CommonSOLE
988498101YUMYUM! BRANDS INC$725,5940.01%4,768CommonSOLE
053332102AZOAUTOZONE INC$713,7590.01%210CommonSOLE
009158106APDAIR PRODUCTS & CHEMICALS$694,7050.01%2,792CommonSOLE
89832Q109TFCTRUIST FINANCIAL CORP$688,3880.01%13,890CommonSOLE
706327103PBAPEMBINA PIPELINE CORP$643,0530.01%16,820CommonSOLE
98956P102ZBHZIMMER BIOMET HLDGS SHS$639,1620.01%7,040CommonSOLE
11271J107BNBROOKFIELD CORP$623,7280.01%13,465CommonSOLE
19260Q107COINCOINBASE GLB RG-A$527,3530.01%2,277CommonSOLE
063671101BMOBANK OF MONTREAL$491,7360.00%3,764CommonSOLE
609207105MDLZMONDELEZ INTERNATIONAL INC WI$460,9520.00%8,410CommonSOLE
426281101JKHYJACK HENRY & ASSOCIATES INC$403,7950.00%2,188CommonSOLE
N82405106STLASTELLANTIS NV$385,8270.00%34,682CommonSOLE
29452E101EQHEQUITABLE HLDG RG$379,4470.00%7,892CommonSOLE
075887109BDXBECTON DICKINSON & CO.$367,2160.00%1,877CommonSOLE
745867101PHMPULTEGROUP INC$363,3680.00%3,076CommonSOLE
H2906T109GRMNGARMIN LTD$276,4610.00%1,348CommonSOLE
H01301128ALCALCON INC$272,8290.00%3,410CommonSOLE
48251W104KKRKKR & CO INC -A-$262,2970.00%2,039CommonSOLE
030420103AWKAMERICAN WATER WORKS CO INC$112,6410.00%859CommonSOLE
521865204LEALEAR CORP$10,5860.00%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.