MondegarAI
Rakuten Investment Management, Inc.

Q3 2025 · 13F-HR

Rakuten Investment Management, Inc.holdings as filed

Filed 2025-10-30 · accession 0000898432-25-000856

$28.10B
Reported value
637
Positions
2025-09-30
Period end
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The Brief · Rakuten Investment Management, Inc. · Q3 2025

AI · grounded in 13F

Rakuten Investment Management, Inc. established a new position in VTI valued at $15.5B. The fund also initiated new stakes in VT for $2.1B and SCHD for $1.1B. Additional new positions include VXUS at $1.1B and ORLY at $616.4M.

Holdings as filed

First 500 of 637

CUSIPTickerIssuerValue% port.SharesClassVoting
922908769VTIVANGUARD INDEX FDS$15.53B55.3%47,479,738CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$2.13B7.58%15,505,097CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$1.13B4.01%41,592,034CommonSOLE
921909768VXUSVANGUARD STAR FDS$1.10B3.92%15,070,900CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$616.4M2.19%3,389,453CommonSOLE
922908363VOOVANGUARD INDEX FDS$529.0M1.88%867,009CommonSOLE
03831W108APPAPPLOVIN CORP$515.6M1.84%2,026,482CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$514.3M1.83%999,381CommonSOLE
115637209BF/BBROWN FORMAN CORP$236.2M0.84%720,427CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$219.9M0.78%295,736CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$199.3M0.71%1,418,554CommonSOLE
02079K107GOOGALPHABET INC$193.6M0.69%793,191CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$177.9M0.63%401,300CommonSOLE
02209S103MOALTRIA GROUP INC$161.2M0.57%659,529CommonSOLE
48251W104KKRKKR & CO INC$102.8M0.37%325,663CommonSOLE
09062X103BIIBBIOGEN INC$99.1M0.35%198,572CommonSOLE
665859104NTRSNORTHERN TR CORP$83.6M0.30%69,287CommonSOLE
808524706SCHESCHWAB STRATEGIC TR$74.6M0.27%2,245,603CommonSOLE
464287200IVVISHARES TR$69.5M0.25%104,287CommonSOLE
26875P101EOGEOG RES INC$68.5M0.24%94,235CommonSOLE
969457100WMBWILLIAMS COS INC$68.4M0.24%200,963CommonSOLE
718172109PMPHILIP MORRIS INTL INC$66.2M0.24%370,332CommonSOLE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$58.2M0.21%1,013,700CommonSOLE
313745101FRTFEDERAL RLTY INVT TR NEW$57.7M0.21%504,945CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$56.0M0.20%98,583CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$55.7M0.20%196,987CommonSOLE
98138H101WDAYWORKDAY INC$53.4M0.19%518,083CommonSOLE
49446R109KIMKIMCO RLTY CORP$51.6M0.18%284,184CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$50.2M0.18%311,078CommonSOLE
443510607HUBBHUBBELL INC$47.8M0.17%117,436CommonSOLE
00287Y109ABBVABBVIE INC$46.5M0.17%208,510CommonSOLE
18915M107NETCLOUDFLARE INC$43.8M0.16%646,163CommonSOLE
464288521USRTISHARES TR$43.2M0.15%741,871CommonSOLE
075887109BDXBECTON DICKINSON & CO$42.8M0.15%817,069CommonSOLE
751212101RLRALPH LAUREN CORP$42.5M0.15%276,563CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$41.5M0.15%768,628CommonSOLE
929160109VMCVULCAN MATLS CO$36.9M0.13%106,956CommonSOLE
370334104GISGENERAL MLS INC$36.8M0.13%125,391CommonSOLE
55405Y100MTSIMACOM TECH SOLUTIONS HLDGS I$36.5M0.13%76,500CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$35.7M0.13%228,498CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$35.1M0.12%214,264CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$33.3M0.12%395,967CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$33.0M0.12%199,521CommonSOLE
501889208LKQLKQ CORP$32.1M0.11%244,644CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$32.1M0.11%378,752CommonSOLE
478160104JNJJOHNSON & JOHNSON$31.6M0.11%45,468CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$31.3M0.11%223,450CommonSOLE
46266C105IQVIQVIA HLDGS INC$30.7M0.11%109,872CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$30.7M0.11%465,243CommonSOLE
89832Q109TFCTRUIST FINL CORP$30.6M0.11%166,883CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$29.9M0.11%868,538CommonSOLE
74340W103PLDPROLOGIS INC.$29.9M0.11%183,730CommonSOLE
44332N106HTHTH WORLD GROUP LTD$28.9M0.10%35,885CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$28.8M0.10%5,287CommonSOLE
832696405SJMSMUCKER J M CO$27.7M0.10%113,055CommonSOLE
526057104LENLENNAR CORP$27.5M0.10%25,866CommonSOLE
002824100ABTABBOTT LABS$27.3M0.10%205,412CommonSOLE
03073E105CORCENCORA INC$26.1M0.09%55,442CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$25.9M0.09%108,735CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$25.8M0.09%157,898CommonSOLE
595112103MUMICRON TECHNOLOGY INC$25.5M0.09%84,284CommonSOLE
00724F101ADBEADOBE INC$24.9M0.09%69,289CommonSOLE
92936U109WPCWP CAREY INC$24.4M0.09%212,445CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$24.1M0.09%242,462CommonSOLE
032095101APHAMPHENOL CORP NEW$24.1M0.09%87,926CommonSOLE
052769106ADSKAUTODESK INC$23.7M0.08%845,685CommonSOLE
608190104MHKMOHAWK INDS INC$23.3M0.08%296,006CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$23.1M0.08%24,520CommonSOLE
65249B109NWSANEWS CORP NEW$23.0M0.08%142,652CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$22.9M0.08%384,275CommonSOLE
12572Q105CMECME GROUP INC$22.4M0.08%217,290CommonSOLE
718546104PSXPHILLIPS 66$22.2M0.08%108,874CommonSOLE
025932104AFGAMERICAN FINL GROUP INC OHIO$22.2M0.08%64,728CommonSOLE
443573100HUBSHUBSPOT INC$21.7M0.08%103,779CommonSOLE
92939U106WECWEC ENERGY GROUP INC$21.5M0.08%497,671CommonSOLE
46434G103IEMGISHARES INC$21.3M0.08%323,684CommonSOLE
902653104UDRUDR INC$20.6M0.07%44,693CommonSOLE
097023105BABOEING CO$20.1M0.07%17,117CommonSOLE
126650100CVSCVS HEALTH CORP$19.9M0.07%40,704CommonSOLE
833445109SNOWSNOWFLAKE INC$19.6M0.07%202,453CommonSOLE
372460105GPCGENUINE PARTS CO$19.5M0.07%32,288CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$19.4M0.07%89,421CommonSOLE
053611109AVYAVERY DENNISON CORP$19.3M0.07%66,055CommonSOLE
209115104EDCONSOLIDATED EDISON INC$19.0M0.07%601,840CommonSOLE
90384S303ULTAULTA BEAUTY INC$18.9M0.07%131,681CommonSOLE
670346105NUENUCOR CORP$18.5M0.07%243,044CommonSOLE
832248207SFDSMITHFIELD FOODS INC$18.1M0.06%36,938CommonSOLE
032654105ADIANALOG DEVICES INC$17.4M0.06%143,689CommonSOLE
21873S108CRWVCOREWEAVE INC$17.0M0.06%50,960CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$17.0M0.06%174,812CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$16.9M0.06%69,194CommonSOLE
285512109EAELECTRONIC ARTS INC$16.9M0.06%46,026CommonSOLE
14316J108CGCARLYLE GROUP INC$16.9M0.06%75,508CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$16.8M0.06%210,559CommonSOLE
571903202MARMARRIOTT INTL INC NEW$16.8M0.06%66,151CommonSOLE
233331107DTEDTE ENERGY CO$16.7M0.06%61,361CommonSOLE
949746101WMT2WELLS FARGO CO NEW$16.5M0.06%41,807CommonSOLE
742718109PGPROCTER AND GAMBLE CO$16.0M0.06%672,229CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$15.9M0.06%185,271CommonSOLE
216648501COOCOOPER COS INC$15.5M0.06%165,424CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$15.5M0.06%44,437CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$15.3M0.05%86,725CommonSOLE
882508104TXNTEXAS INSTRS INC$15.0M0.05%40,608CommonSOLE
722304102PDDPDD HOLDINGS INC$14.9M0.05%138,543CommonSOLE
125523100CITHE CIGNA GROUP$14.5M0.05%30,176CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$14.2M0.05%151,234CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$14.1M0.05%75,759CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$14.0M0.05%29,991CommonSOLE
98978V103ZTSZOETIS INC$13.8M0.05%78,390CommonSOLE
632307104NTRANATERA INC$13.3M0.05%211,815CommonSOLE
023135106AMZNAMAZON COM INC$13.0M0.05%198,456CommonSOLE
690742101OCOWENS CORNING NEW$13.0M0.05%57,506CommonSOLE
756109104OREALTY INCOME CORP$12.5M0.04%109,538CommonSOLE
17275R102CSCOCISCO SYS INC$12.3M0.04%44,135CommonSOLE
806857108SLBSCHLUMBERGER LTD$12.3M0.04%89,664CommonSOLE
871829107SYYSYSCO CORP$12.2M0.04%129,807CommonSOLE
189054109CLXCLOROX CO DEL$12.1M0.04%59,330CommonSOLE
570535104MKLMARKEL GROUP INC$12.0M0.04%24,453CommonSOLE
46435U853USHYISHARES TR$12.0M0.04%316,316CommonSOLE
464287226AGGISHARES TR$11.9M0.04%118,910CommonSOLE
58733R102MELIMERCADOLIBRE INC$11.6M0.04%58,070CommonSOLE
72352L106PINSPINTEREST INC$11.4M0.04%15,082CommonSOLE
46187W107INVHINVITATION HOMES INC$11.4M0.04%67,611CommonSOLE
23918K108DVADAVITA INC$11.3M0.04%149,584CommonSOLE
278642103EBAYEBAY INC.$11.3M0.04%91,773CommonSOLE
053332102AZOAUTOZONE INC$11.2M0.04%34,883CommonSOLE
594918104MSFTMICROSOFT CORP$11.2M0.04%14,709CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$10.9M0.04%304,411CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$10.9M0.04%26,284CommonSOLE
30303M102METAMETA PLATFORMS INC$10.8M0.04%131,255CommonSOLE
693506107PPGPPG INDS INC$10.8M0.04%154,551CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$10.8M0.04%55,266CommonSOLE
115236101BROBROWN & BROWN INC$10.7M0.04%241,414CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$10.6M0.04%78,638CommonSOLE
60770K107MRNAMODERNA INC$10.0M0.04%3,984CommonSOLE
983793100XPOXPO INC$9.9M0.04%44,932CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$9.8M0.03%30,017CommonSOLE
67059N108NTNXNUTANIX INC$9.8M0.03%140,681CommonSOLE
46429B697USMVISHARES TR$9.7M0.03%102,883CommonSOLE
88579Y101MMM3M CO$9.7M0.03%63,077CommonSOLE
025816109AXPAMERICAN EXPRESS CO$9.6M0.03%87,149CommonSOLE
679295105OKTAOKTA INC$9.5M0.03%16,022CommonSOLE
749685103RPMRPM INTL INC$9.5M0.03%16,868CommonSOLE
36118L106FUTUFUTU HLDGS LTD$9.5M0.03%111,667CommonSOLE
745867101PHMPULTE GROUP INC$9.4M0.03%46,549CommonSOLE
36828A101GEVGE VERNOVA INC$9.2M0.03%30,250CommonSOLE
08265T208BSYBENTLEY SYS INC$9.2M0.03%83,624CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$9.1M0.03%187,038CommonSOLE
233051432HYLBDBX ETF TR$9.1M0.03%244,883CommonSOLE
254687106DISDISNEY WALT CO$9.1M0.03%184,950CommonSOLE
060505104BACBANK AMERICA CORP$9.0M0.03%12,626CommonSOLE
023586506UHAL/BU HAUL HOLDING COMPANY$9.0M0.03%31,515CommonSOLE
29670G102WTRGESSENTIAL UTILS INC$9.0M0.03%11,549CommonSOLE
446413106HIIHUNTINGTON INGALLS INDS INC$9.0M0.03%46,850CommonSOLE
65339F101NEENEXTERA ENERGY INC$8.9M0.03%19,677CommonSOLE
651639106NEMNEWMONT CORP$8.9M0.03%18,496CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$8.9M0.03%25,060CommonSOLE
81762P102NOWSERVICENOW INC$8.8M0.03%17,538CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$8.6M0.03%70,266CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$8.6M0.03%128,736CommonSOLE
205887102CAGCONAGRA BRANDS INC$8.6M0.03%25,749CommonSOLE
26884L109EQTEQT CORP$8.6M0.03%66,419CommonSOLE
04621X108AIZASSURANT INC$8.6M0.03%8,914CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$8.6M0.03%6,645CommonSOLE
717081103PFEPFIZER INC$8.5M0.03%85,586CommonSOLE
29364G103ETRENTERGY CORP NEW$8.5M0.03%26,607CommonSOLE
05464C101AXONAXON ENTERPRISE INC$8.4M0.03%1,975CommonSOLE
35137L105FOXAFOX CORP$8.4M0.03%64,568CommonSOLE
427866108HSYHERSHEY CO$8.4M0.03%19,955CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$8.4M0.03%77,378CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$8.3M0.03%31,799CommonSOLE
64110L106NFLXNETFLIX INC$8.3M0.03%9,324CommonSOLE
60937P106MDBMONGODB INC$8.3M0.03%128,921CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$8.2M0.03%13,056CommonSOLE
532457108LLYELI LILLY & CO$8.2M0.03%30,126CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$8.1M0.03%160,880CommonSOLE
81764X103TTANSERVICETITAN INC$8.1M0.03%53,313CommonSOLE
46090E103QQQINVESCO QQQ TR$7.8M0.03%13,000CommonSOLE
29362U104ENTGENTEGRIS INC$7.7M0.03%38,336CommonSOLE
00827B106AFRMAFFIRM HLDGS INC$7.7M0.03%95,856CommonSOLE
464287523SOXXISHARES TR$7.7M0.03%28,484CommonSOLE
892672106TWTRADEWEB MKTS INC$7.6M0.03%34,917CommonSOLE
969904101WSMWILLIAMS SONOMA INC$7.6M0.03%38,372CommonSOLE
872540109TJXTJX COS INC NEW$7.6M0.03%29,117CommonSOLE
20825C104COPCONOCOPHILLIPS$7.6M0.03%93,967CommonSOLE
983134107WYNNWYNN RESORTS LTD$7.5M0.03%398,868CommonSOLE
750917106RMBSRAMBUS INC DEL$7.5M0.03%52,387CommonSOLE
127097103CTRACOTERRA ENERGY INC$7.5M0.03%93,285CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$7.5M0.03%51,359CommonSOLE
038222105AMATAPPLIED MATLS INC$7.4M0.03%53,417CommonSOLE
92826C839VVISA INC$7.4M0.03%87,408CommonSOLE
91913Y100VLOVALERO ENERGY CORP$7.4M0.03%26,627CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$7.3M0.03%27,855CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$7.3M0.03%64,439CommonSOLE
30231G102XOMEXXON MOBIL CORP$7.3M0.03%164,611CommonSOLE
464287465EFAISHARES TR$7.2M0.03%77,944CommonSOLE
92840M102VSTVISTRA CORP$7.2M0.03%7,619CommonSOLE
770700102HOODROBINHOOD MKTS INC$7.2M0.03%17,558CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$7.2M0.03%38,534CommonSOLE
009066101ABNBAIRBNB INC$7.1M0.03%26,269CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$7.1M0.03%36,004CommonSOLE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$7.1M0.03%21,617CommonSOLE
92276F100VTRVENTAS INC$7.0M0.02%152,949CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$7.0M0.02%54,439CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$6.9M0.02%22,520CommonSOLE
842587107SOSOUTHERN CO$6.9M0.02%77,003CommonSOLE
380237107GDDYGODADDY INC$6.9M0.02%112,728CommonSOLE
69351T106PPLPPL CORP$6.9M0.02%52,643CommonSOLE
23804L103DDOGDATADOG INC$6.8M0.02%16,262CommonSOLE
92206C813VCLTVANGUARD SCOTTSDALE FDS$6.8M0.02%87,045CommonSOLE
22052L104CTVACORTEVA INC$6.7M0.02%150,156CommonSOLE
52490G102LEGNLEGEND BIOTECH CORP$6.6M0.02%232,468CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$6.6M0.02%31,152CommonSOLE
744320102PRUPRUDENTIAL FINL INC$6.6M0.02%47,824CommonSOLE
25754A201DPZDOMINOS PIZZA INC$6.5M0.02%38,446CommonSOLE
778296103ROSTROSS STORES INC$6.5M0.02%107,500CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$6.5M0.02%58,021CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$6.3M0.02%36,763CommonSOLE
172908105CTASCINTAS CORP$6.3M0.02%158,513CommonSOLE
369604301GEGE AEROSPACE$6.3M0.02%169,487CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$6.2M0.02%33,832CommonSOLE
833034101SNASNAP ON INC$6.2M0.02%176,418CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC D$6.2M0.02%26,012CommonSOLE
23331A109DHID R HORTON INC$6.1M0.02%100,711CommonSOLE
83671M105SOBOSOUTH BOW CORP$5.7M0.02%25,086CommonSOLE
946784105WAYWAYSTAR HLDG CORP$5.7M0.02%22,780CommonSOLE
78409V104SPGIS&P GLOBAL INC$5.6M0.02%24,544CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$5.6M0.02%218,879CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$5.6M0.02%461,276CommonSOLE
031100100AMEAMETEK INC$5.6M0.02%11,162CommonSOLE
268150109DTDYNATRACE INC$5.6M0.02%32,697CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$5.5M0.02%34,783CommonSOLE
12504L109CBRECBRE GROUP INC$5.5M0.02%93,363CommonSOLE
37045V100GMGENERAL MTRS CO$5.5M0.02%75,203CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$5.4M0.02%66,385CommonSOLE
224408104CRCRANE COMPANY$5.4M0.02%80,273CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$5.4M0.02%74,142CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$5.4M0.02%18,638CommonSOLE
20030N101CMCSACOMCAST CORP NEW$5.4M0.02%79,779CommonSOLE
291011104EMREMERSON ELEC CO$5.3M0.02%69,280CommonSOLE
464285204IAUISHARES GOLD TR$5.2M0.02%72,574CommonSOLE
654106103NKENIKE INC$5.2M0.02%9,132CommonSOLE
922908553VNQVANGUARD INDEX FDS$5.2M0.02%56,817CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$5.2M0.02%66,226CommonSOLE
031162100AMGNAMGEN INC$5.1M0.02%27,258CommonSOLE
256746108DLTRDOLLAR TREE INC$5.1M0.02%35,292CommonSOLE
88557W101QFINQFIN HOLDINGS INC$5.0M0.02%32,775CommonSOLE
418056107HASHASBRO INC$5.0M0.02%5,256CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$4.9M0.02%54,091CommonSOLE
29444U700EQIXEQUINIX INC$4.9M0.02%52,689CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$4.9M0.02%65,072CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$4.9M0.02%36,552CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$4.9M0.02%58,906CommonSOLE
704326107PAYXPAYCHEX INC$4.9M0.02%98,031CommonSOLE
531229755FWONKLIBERTY MEDIA CORP DEL$4.8M0.02%72,537CommonSOLE
513272104LWLAMB WESTON HLDGS INC$4.8M0.02%39,163CommonSOLE
98980G102ZSZSCALER INC$4.8M0.02%41,022CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$4.8M0.02%53,631CommonSOLE
368736104GNRCGENERAC HLDGS INC$4.7M0.02%19,315CommonSOLE
79466L302CRMSALESFORCE INC$4.7M0.02%17,290CommonSOLE
16935C109CHYMCHIME FINL INC$4.7M0.02%16,953CommonSOLE
65473P105NINISOURCE INC$4.7M0.02%52,657CommonSOLE
88339J105TTDTHE TRADE DESK INC$4.6M0.02%56,632CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$4.5M0.02%16,416CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$4.4M0.02%31,477CommonSOLE
58933Y105MRKMERCK & CO INC$4.4M0.02%7,118CommonSOLE
426281101JKHYHENRY JACK & ASSOC INC$4.4M0.02%33,298CommonSOLE
143130102KMXCARMAX INC$4.4M0.02%28,181CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$4.3M0.02%2,846CommonSOLE
98954M200ZZILLOW GROUP INC$4.3M0.02%37,889CommonSOLE
75734B100RDDTREDDIT INC$4.3M0.02%41,623CommonSOLE
888787108TOSTTOAST INC$4.3M0.02%25,465CommonSOLE
876030107TPRTAPESTRY INC$4.3M0.02%5,874CommonSOLE
256677105DGDOLLAR GEN CORP NEW$4.2M0.02%63,919CommonSOLE
217204106CPRTCOPART INC$4.2M0.02%42,556CommonSOLE
512807306LRCXLAM RESEARCH CORP$4.2M0.02%36,997CommonSOLE
009158106APDAIR PRODS & CHEMS INC$4.2M0.01%33,988CommonSOLE
89400J107TRUTRANSUNION$4.2M0.01%31,213CommonSOLE
693718108PCARPACCAR INC$4.1M0.01%85,551CommonSOLE
958102105WDCWESTERN DIGITAL CORP$4.1M0.01%125,508CommonSOLE
337738108FISVFISERV INC$4.1M0.01%61,772CommonSOLE
724479100PBIPITNEY BOWES INC$4.0M0.01%20,184CommonSOLE
526107107LIILENNOX INTL INC$4.0M0.01%155,134CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$4.0M0.01%43,987CommonSOLE
29476L107EQREQUITY RESIDENTIAL$3.9M0.01%72,494CommonSOLE
88034P109TMETENCENT MUSIC ENTMT GROUP$3.9M0.01%33,541CommonSOLE
743315103PGRPROGRESSIVE CORP$3.9M0.01%259,416CommonSOLE
278865100ECLECOLAB INC$3.8M0.01%49,415CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$3.8M0.01%21,477CommonSOLE
681919106OMCOMNICOM GROUP INC$3.8M0.01%22,909CommonSOLE
501044101KRKROGER CO$3.7M0.01%229,395CommonSOLE
440452100HRLHORMEL FOODS CORP$3.7M0.01%154,887CommonSOLE
29530P102ERIEERIE INDTY CO$3.7M0.01%14,628CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$3.7M0.01%126,814CommonSOLE
94106L109WMWASTE MGMT INC DEL$3.7M0.01%53,528CommonSOLE
682680103OKEONEOK INC NEW$3.7M0.01%27,138CommonSOLE
574599106MASMASCO CORP$3.7M0.01%18,604CommonSOLE
460146103IPINTERNATIONAL PAPER CO$3.7M0.01%44,252CommonSOLE
487836108KKELLANOVA$3.6M0.01%20,178CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$3.6M0.01%14,212CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$3.6M0.01%72,679CommonSOLE
911363109URIUNITED RENTALS INC$3.5M0.01%62,563CommonSOLE
311900104FASTFASTENAL CO$3.5M0.01%25,052CommonSOLE
49177J102KVUEKENVUE INC$3.5M0.01%34,850CommonSOLE
125269100CFCF INDS HLDGS INC$3.5M0.01%21,386CommonSOLE
550021109LULULULULEMON ATHLETICA INC$3.4M0.01%26,865CommonSOLE
040413205ANETARISTA NETWORKS INC$3.4M0.01%56,711CommonSOLE
29414B104EPAMEPAM SYS INC$3.4M0.01%5,284CommonSOLE
253868103DLRDIGITAL RLTY TR INC$3.4M0.01%58,432CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$3.3M0.01%32,120CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$3.3M0.01%13,952CommonSOLE
05603J108BKVBKV CORP$3.3M0.01%23,896CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$3.3M0.01%16,791CommonSOLE
438516106HONHONEYWELL INTL INC$3.2M0.01%17,637CommonSOLE
134429109CPBTHE CAMPBELLS COMPANY$3.2M0.01%44,237CommonSOLE
747525103QCOMQUALCOMM INC$3.2M0.01%87,279CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$3.2M0.01%18,024CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$3.2M0.01%18,884CommonSOLE
04626A103ALABASTERA LABS INC$3.2M0.01%10,781CommonSOLE
903731107ULSUL SOLUTIONS INC$3.2M0.01%20,265CommonSOLE
03076C106AMPAMERIPRISE FINL INC$3.2M0.01%23,026CommonSOLE
37959E102GLGLOBE LIFE INC$3.1M0.01%63,401CommonSOLE
759509102RSRELIANCE INC$3.1M0.01%23,405CommonSOLE
303075105FDSFACTSET RESH SYS INC$3.1M0.01%14,078CommonSOLE
941848103WATWATERS CORP$3.1M0.01%29,465CommonSOLE
56585A102MPCMARATHON PETE CORP$3.1M0.01%18,786CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$3.1M0.01%43,666CommonSOLE
15135B101CNCCENTENE CORP DEL$3.0M0.01%12,350CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$3.0M0.01%22,696CommonSOLE
464287234EEMISHARES TR$3.0M0.01%57,023CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$3.0M0.01%77,056CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$3.0M0.01%21,177CommonSOLE
45337C102INCYINCYTE CORP$3.0M0.01%172,687CommonSOLE
448579102HHYATT HOTELS CORP$3.0M0.01%110,867CommonSOLE
315616102FFIVF5 INC$3.0M0.01%27,659CommonSOLE
925652109VICIVICI PPTYS INC$2.9M0.01%5,306CommonSOLE
231021106CMICUMMINS INC$2.9M0.01%25,248CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$2.9M0.01%18,455CommonSOLE
758849103REGREGENCY CTRS CORP$2.9M0.01%14,146CommonSOLE
92763W103VIPSVIPSHOP HLDGS LTD$2.9M0.01%29,171CommonSOLE
88160R101TSLATESLA INC$2.9M0.01%11,621CommonSOLE
34959J108FTVFORTIVE CORP$2.8M0.01%62,408CommonSOLE
466313103JBLJABIL INC$2.8M0.01%61,332CommonSOLE
942622200WSOWATSCO INC$2.8M0.01%9,939CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$2.8M0.01%23,629CommonSOLE
75513E101RTXRTX CORPORATION$2.8M0.01%105,571CommonSOLE
142152107CAICARIS LIFE SCIENCES INC$2.8M0.01%14,518CommonSOLE
34959E109FTNTFORTINET INC$2.8M0.01%12,458CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$2.8M0.01%9,831CommonSOLE
74736K101QRVOQORVO INC$2.8M0.01%26,689CommonSOLE
50212V100LPLALPL FINL HLDGS INC$2.8M0.01%14,919CommonSOLE
46429B689EFAVISHARES TR$2.8M0.01%32,757CommonSOLE
883203101TXTTEXTRON INC$2.8M0.01%59,397CommonSOLE
872590104TMUST-MOBILE US INC$2.7M0.01%24,550CommonSOLE
125896100CMSCMS ENERGY CORP$2.7M0.01%51,000CommonSOLE
92343E102VRSNVERISIGN INC$2.7M0.01%5,153CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$2.7M0.01%336CommonSOLE
46428R107GSGISHARES S&P GSCI COMMODITY-$2.7M0.01%118,000CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$2.7M0.01%12,667CommonSOLE
08659B102BBNXBETA BIONICS INC$2.7M0.01%35,512CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$2.7M0.01%16,186CommonSOLE
74762E102QUREQUANTA SVCS INC$2.7M0.01%25,957CommonSOLE
45167R104IEXIDEX CORP$2.7M0.01%6,281CommonSOLE
260003108DOVDOVER CORP$2.7M0.01%25,976CommonSOLE
866674104SUISUN CMNTYS INC$2.7M0.01%11,839CommonSOLE
244199105DEDEERE & CO$2.7M0.01%13,814CommonSOLE
464287739IYRISHARES TR$2.7M0.01%27,536CommonSOLE
83444M101SOLVSOLVENTUM CORP$2.6M0.01%14,600CommonSOLE
256163106DOCUDOCUSIGN INC$2.6M0.01%74,002CommonSOLE
500754106KHCKRAFT HEINZ CO$2.6M0.01%32,060CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$2.6M0.01%29,271CommonSOLE
858119100STLDSTEEL DYNAMICS INC$2.6M0.01%61,625CommonSOLE
461202103INTUINTUIT$2.6M0.01%8,308CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$2.6M0.01%35,324CommonSOLE
191216100KOCOCA COLA CO$2.5M0.01%11,599CommonSOLE
30161N101EXCEXELON CORP$2.5M0.01%28,363CommonSOLE
422806109HEIHEICO CORP NEW$2.5M0.01%100,903CommonSOLE
29084Q100EMEEMCOR GROUP INC$2.5M0.01%45,422CommonSOLE
049468101TEAMATLASSIAN CORPORATION$2.5M0.01%12,614CommonSOLE
771049103RBLXROBLOX CORP$2.5M0.01%13,193CommonSOLE
172967424CCITIGROUP INC$2.5M0.01%28,854CommonSOLE
83304A106SNAPSNAP INC$2.5M0.01%12,677CommonSOLE
384802104GWWGRAINGER W W INC$2.5M0.01%67,068CommonSOLE
384109104GGGGRACO INC$2.5M0.01%28,684CommonSOLE
35137L204FOXFOX CORP$2.4M0.01%8,199CommonSOLE
67066G104NVDANVIDIA CORPORATION$2.4M0.01%55,571CommonSOLE
21871X109CRBGCOREBRIDGE FINL INC$2.4M0.01%17,474CommonSOLE
369550108GDGENERAL DYNAMICS CORP$2.3M0.01%8,986CommonSOLE
40145W101GRDNGUARDIAN PHARMACY SVCS INC$2.3M0.01%16,493CommonSOLE
922475108VEEVVEEVA SYS INC$2.3M0.01%28,112CommonSOLE
69331C108PCGPG&E CORP$2.3M0.01%10,572CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$2.3M0.01%16,407CommonSOLE
880770102TERTERADYNE INC$2.3M0.01%16,432CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$2.3M0.01%8,719CommonSOLE
05278C107ATHMAUTOHOME INC$2.3M0.01%13,694CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$2.2M0.01%25,702CommonSOLE
31428X106FDXFEDEX CORP$2.2M0.01%6,780CommonSOLE
02079K305GOOGLALPHABET INC$2.2M0.01%4,870CommonSOLE
260557103DOWDOW INC$2.2M0.01%23,065CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$2.1M0.01%90,082CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$2.1M0.01%19,372CommonSOLE
863667101SYKSTRYKER CORPORATION$2.1M0.01%6,162CommonSOLE
316841105FIGFIGMA INC$2.1M0.01%85,304CommonSOLE
90138F102TWLOTWILIO INC$2.1M0.01%2,288CommonSOLE
540424108LLOEWS CORP$2.1M0.01%38,119CommonSOLE
493267108KEYKEYCORP$2.1M0.01%14,126CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$2.0M0.01%24,730CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$2.0M0.01%27,164CommonSOLE
98419M100XYLXYLEM INC$2.0M0.01%7,026CommonSOLE
57060D108MKTXMARKETAXESS HLDGS INC$2.0M0.01%20,381CommonSOLE
46429B663HDVISHARES TR$2.0M0.01%16,628CommonSOLE
020002101ALLALLSTATE CORP$2.0M0.01%30,328CommonSOLE
30040W108ESEVERSOURCE ENERGY$2.0M0.01%7,601CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$2.0M0.01%29,868CommonSOLE
15743P104CHACHAGEE HLDGS LTD$2.0M0.01%56,231CommonSOLE
303250104FICOFAIR ISAAC CORP$2.0M0.01%16,066CommonSOLE
816851109SRESEMPRA$2.0M0.01%33,541CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$2.0M0.01%49,198CommonSOLE
049560105ATOATMOS ENERGY CORP$2.0M0.01%26,415CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$2.0M0.01%39,959CommonSOLE
48553T106BZKANZHUN LIMITED$2.0M0.01%67,253CommonSOLE
95040Q104WELLWELLTOWER INC$1.9M0.01%13,522CommonSOLE
126408103CSXCSX CORP$1.9M0.01%13,122CommonSOLE
615369105MCOMOODYS CORP$1.9M0.01%13,818CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$1.9M0.01%83,595CommonSOLE
375558103GILDGILEAD SCIENCES INC$1.9M0.01%65,400CommonSOLE
354613101BENFRANKLIN RESOURCES INC$1.9M0.01%6,599CommonSOLE
46284V101IRMIRON MTN INC DEL$1.9M0.01%30,578CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$1.8M0.01%33,747CommonSOLE
252131107DXCMDEXCOM INC$1.8M0.01%17,550CommonSOLE
701094104PHPARKER-HANNIFIN CORP$1.8M0.01%22,866CommonSOLE
018802108LNTALLIANT ENERGY CORP$1.8M0.01%10,333CommonSOLE
85423L103SAROSTANDARDAERO INC$1.8M0.01%23,240CommonSOLE
12514G108CDWCDW CORP$1.8M0.01%4,539CommonSOLE
92556H2060VVBPARAMOUNT GLOBAL$1.8M0.01%6,001CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$1.8M0.01%21,122CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$1.8M0.01%23,358CommonSOLE
59156R108METMETLIFE INC$1.8M0.01%25,198CommonSOLE
40434L105HPQHP INC$1.8M0.01%26,269CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$1.7M0.01%79,907CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$1.7M0.01%19,120CommonSOLE
682189105ONON SEMICONDUCTOR CORP$1.7M0.01%108,022CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$1.7M0.01%4,973CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$1.7M0.01%5,798CommonSOLE
98389B100XELXCEL ENERGY INC$1.7M0.01%9,651CommonSOLE
336433107FSLRFIRST SOLAR INC$1.7M0.01%7,365CommonSOLE
294429105EFXEQUIFAX INC$1.6M0.01%17,510CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$1.6M0.01%19,380CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$1.6M0.01%3,735CommonSOLE
219350105GLWCORNING INC$1.6M0.01%23,550CommonSOLE
071813109BAXBAXTER INTL INC$1.6M0.01%31,802CommonSOLE
36467J108GLPIGAMING & LEISURE PPTYS INC$1.6M0.01%24,934CommonSOLE
101121101BXPBXP INC$1.6M0.01%13,048CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$1.6M0.01%82,018CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$1.6M0.01%18,375CommonSOLE
458140100INTCINTEL CORP$1.5M0.01%9,221CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$1.5M0.01%30,365CommonSOLE
058498106BALLBALL CORP$1.5M0.01%9,212CommonSOLE
62944T105NVRNVR INC$1.5M0.01%6,459CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$1.4M0.00%42,375CommonSOLE
629377508NRGNRG ENERGY INC$1.4M0.00%44,451CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$1.4M0.00%16,530CommonSOLE
084423102WRBBERKLEY W R CORP$1.4M0.00%60,609CommonSOLE
857477103STTSTATE STR CORP$1.4M0.00%12,593CommonSOLE
931142103WMTWALMART INC$1.3M0.00%6,686CommonSOLE
142339100CSLCARLISLE COS INC$1.3M0.00%12,612CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$1.3M0.00%36,084CommonSOLE
436440101HO1HOLOGIC INC$1.3M0.00%8,772CommonSOLE
042068205ARMARM HOLDINGS PLC$1.3M0.00%8,056CommonSOLE
73278L105POOLPOOL CORP$1.3M0.00%5,984CommonSOLE
012653101ALBALBEMARLE CORP$1.3M0.00%17,030CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$1.3M0.00%4,462CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$1.3M0.00%17,922CommonSOLE
204448104BVNCOMPANIA DE MINAS BUENAVENTU$1.3M0.00%11,823CommonSOLE
74624M102PPURE STORAGE INC$1.2M0.00%3,984CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$1.2M0.00%6,397CommonSOLE
452327109ILMNILLUMINA INC$1.2M0.00%9,062CommonSOLE
79589L106IOTSAMSARA INC$1.2M0.00%13,767CommonSOLE
907818108UNPUNION PAC CORP$1.1M0.00%5,567CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$1.0M0.00%2,987CommonSOLE
45168D104IDXXIDEXX LABS INC$972,6950.00%1,871CommonSOLE
64110D104NTAPNETAPP INC$967,4840.00%3,052CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$963,5740.00%3,122CommonSOLE
760759100RSGREPUBLIC SVCS INC$961,5070.00%11,597CommonSOLE
45687V106IRINGERSOLL RAND INC$948,1650.00%3,392CommonSOLE
39854F101GRNDGRINDR INC$938,0460.00%6,536CommonSOLE
55354G100MSCIMSCI INC$928,3330.00%20,287CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$904,9430.00%94,069CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$902,5080.00%36,465CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$902,1130.00%6,812CommonSOLE
580135101MCDMCDONALDS CORP$900,8600.00%474CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$899,2480.00%51,592CommonSOLE
65249B208NWSNEWS CORP NEW$888,5970.00%25,608CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$886,8740.00%12,885CommonSOLE
15677J108DAYDAYFORCE INC$881,5200.00%1,822CommonSOLE
00206R102TAT&T INC$873,0250.00%4,071CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$857,7430.00%34,811CommonSOLE
775711104ROLROLLINS INC$849,0780.00%8,165CommonSOLE
69370C100PTCPTC INC$844,5950.00%9,636CommonSOLE
896239100TRMBTRIMBLE INC$838,6640.00%43,726CommonSOLE

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.