MondegarAI
AMALGAMATED BANK

Q3 2025 · 13F-HR

AMALGAMATED BANKholdings as filed

Filed 2025-10-29 · accession 0000919192-25-000010

$14.0M
Reported value
2,995
Positions
2025-09-30
Period end
View analyzed profile →PRO

The Brief · AMALGAMATED BANK · Q3 2025

AI · grounded in 13F

AMALGAMATED BANK established a new position in NVDA worth $988,417. The fund also initiated new stakes in MSFT for $854,450 and AAPL for $840,881. Additional new positions include AMZN at $448,812 and META at $349,298.

Holdings as filed

First 500 of 2995

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$988,4177.06%5,297,553CommonSOLE
594918104MSFTMICROSOFT CORP$854,4506.10%1,649,677CommonSOLE
037833100AAPLAPPLE INC$840,8816.01%3,302,365CommonSOLE
023135106AMZNAMAZON COM INC$448,8123.21%2,044,048CommonSOLE
30303M102METAMETA PLATFORMS INC CL A$349,2982.50%475,636CommonSOLE
11135F101AVGOBROADCOM INC$336,5462.40%1,020,114CommonSOLE
02079K305GOOGLALPHABET INC CLASS A$299,0842.14%1,230,291CommonSOLE
88160R101TSLATESLA INC$276,1081.97%620,858CommonSOLE
02079K107GOOGALPHABET INC CAP STK CL C$241,8301.73%992,936CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC CL-B$185,0721.32%368,127CommonSOLE
46625H100JPMJPMORGAN CHASE CO.$166,5051.19%527,866CommonSOLE
92826C839VVISA INC. CLASS A$135,4770.97%396,852CommonSOLE
532457108LLYELI LILLY CO COM$134,7180.96%176,564CommonSOLE
64110L106NFLXNETFLIX INC.$116,7020.83%97,339CommonSOLE
57636Q104MAMASTERCARD INC-CLASS A$110,1840.79%193,710CommonSOLE
68389X105ORCLORACLE CORPORATION COM$103,3530.74%367,492CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$97,3230.70%105,142CommonSOLE
931142103WMTWALMART INC.$94,8530.68%920,367CommonSOLE
30231G102XOMEXXON MOBIL CORP$92,3010.66%818,637CommonSOLE
00287Y109ABBVABBVIE INC COM$91,6040.65%395,629CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC CL A$90,1910.64%494,414CommonSOLE
478160104JNJJOHNSON JOHNSON$87,1530.62%470,031CommonSOLE
437076102HDTHE HOME DEPOT INC.$86,2790.62%212,934CommonSOLE
369604301GEGE AEROSPACE COM NEW$71,4350.51%237,466CommonSOLE
742718109PGPROCTER GAMBLE CO$70,1190.50%456,357CommonSOLE
060505104BACBANK OF AMERICA CORP$67,5610.48%1,309,577CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$59,4350.42%172,127CommonSOLE
166764100CVXCHEVRON CORP NEW$57,4720.41%370,095CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$54,4120.39%336,313CommonSOLE
191216100KOCOCA COLA CO$54,2850.39%818,528CommonSOLE
718172109PMPHILIP MORRIS INTL INC COM$53,8230.38%331,830CommonSOLE
17275R102CSCOCISCO SYSTEMS INC$53,0920.38%775,965CommonSOLE
949746101WMT2WELLS FARGO CO$51,2960.37%611,976CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$51,0220.36%180,826CommonSOLE
002824100ABTABBOTT LABORATORIES$47,6550.34%355,793CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC COM$46,3060.33%58,148CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$45,2250.32%461,621CommonSOLE
79466L302CRMSALESFORCE INC COM$45,0850.32%190,234CommonSOLE
81762P102NOWSERVICENOW INC$44,0620.31%47,879CommonSOLE
149123101CATCATERPILLAR INC COM$43,8680.31%91,937CommonSOLE
75513E101RTXRTX CORPORATION COM$43,7800.31%261,638CommonSOLE
G54950103LINLINDE PLC SHS COM$43,3340.31%91,229CommonSOLE
580135101MCDMCDONALD'S CORP.$43,1580.31%142,020CommonSOLE
461202103INTUINTUIT INC$42,5420.30%62,295CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$41,3960.30%7,667CommonSOLE
03831W108APPAPPLOVIN CORP COM CL A$41,0700.29%57,158CommonSOLE
00206R102TATT INC$39,9670.29%1,415,266CommonSOLE
58933Y105MRKMERCK CO INC$39,8910.29%475,288CommonSOLE
254687106DISWALT DISNEY CO/THE$39,7330.28%347,015CommonSOLE
36828A101GEVGE VERNOVA INC COM$38,8750.28%63,222CommonSOLE
512807306LRCXLAM RESEARCH CORP COM NEW$37,5840.27%280,690CommonSOLE
713448108PEPPEPSICO INC.$37,4360.27%266,565CommonSOLE
025816109AXPAMERICAN EXPRESS CO.$37,0260.26%111,469CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$36,9570.26%82,636CommonSOLE
172967424CCITIGROUP INC COM NEW$36,5150.26%359,754CommonSOLE
617446448MSMORGAN STANLEY$36,3060.26%228,396CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$35,9330.26%817,583CommonSOLE
595112103MUMICRON TECHNOLOGY INC$35,5320.25%212,358CommonSOLE
747525103QCOMQUALCOMM INC$35,3990.25%212,786CommonSOLE
872540109TJXTJX COMPANIES INC$35,2640.25%243,971CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC COM$34,7830.25%71,714CommonSOLE
032095101APHAMPHENOL CORPORATION CLASS A$34,1580.24%276,023CommonSOLE
882508104TXNTEXAS INSTRUMENTS INC.$34,0930.24%185,561CommonSOLE
040413205ANETARISTA NETWORKS INC COM SHS$33,9100.24%232,724CommonSOLE
09290D101BLKBLACKROCK INC COM$33,3490.24%28,604CommonSOLE
00724F101ADBEADOBE INC$33,1500.24%93,976CommonSOLE
038222105AMATAPPLIED MATERIALS INC$32,6260.23%159,351CommonSOLE
031162100AMGNAMGEN INC$32,4400.23%114,954CommonSOLE
482480100KLACKLA CORP$31,6020.23%29,299CommonSOLE
808513105SCHWTHE CHARLES SCHWAB CORPORATION$31,4740.22%329,671CommonSOLE
097023105BATHE BOEING COMPANY$31,3090.22%145,062CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$30,3920.22%149,259CommonSOLE
743315103PGRPROGRESSIVE CORP$30,2710.22%122,578CommonSOLE
G1151C101ACNACCENTURE PLC CLASS A$29,9200.21%121,332CommonSOLE
78409V104SPGISP GLOBAL INC COM$29,8190.21%61,266CommonSOLE
65339F101NEENEXTERA ENERGY INC$29,8120.21%394,910CommonSOLE
375558103GILDGILEAD SCIENCES INC$29,7470.21%267,993CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$29,0690.21%297,751CommonSOLE
G29183103ETNEATON CORP PLC SHS COM$28,4120.20%75,918CommonSOLE
09260D107BXBLACKSTONE INC$28,3990.20%166,222CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING INC.$28,2850.20%96,372CommonSOLE
458140100INTCINTEL CORPORATION$27,8610.20%830,426CommonSOLE
717081103PFEPFIZER INC COM$27,6040.20%1,083,345CommonSOLE
907818108UNPUNION PACIFIC CORP.$27,3790.20%115,830CommonSOLE
548661107LOWLOWE'S COS INC$27,0400.19%107,595CommonSOLE
22788C105CRWDCROWDSTRIKE HOLDINGS INC -A$26,9070.19%54,869CommonSOLE
14040H105COFCAPITAL ONE FINANCIAL CORP$26,2910.19%123,678CommonSOLE
863667101SYKSTRYKER CORPORATION$25,7310.18%69,606CommonSOLE
438516106HONHONEYWELL INTL INC$25,5790.18%121,517CommonSOLE
235851102DHRDANAHER CORPORATION COM$24,0590.17%121,351CommonSOLE
G5960L103MDTMEDTRONIC PLC SHS COM$23,6100.17%247,898CommonSOLE
032654105ADIANALOG DEVICES INC COM$23,2940.17%94,807CommonSOLE
02209S103MOALTRIA GROUP INC$23,2740.17%352,318CommonSOLE
95040Q104WELLWELLTOWER INC COM$22,8000.16%127,991CommonSOLE
872590104TMUST-MOBILE US INC$22,6940.16%94,805CommonSOLE
20825C104COPCONOCOPHILLIPS$22,5250.16%238,135CommonSOLE
58155Q103MCKMCKESSON CORPORATION$22,4430.16%29,051CommonSOLE
25809K105DASHDOORDASH INC CL A$22,2490.16%81,799CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$22,1330.16%56,514CommonSOLE
20030N101CMCSACOMCAST CORPORATION CLASS A$22,0910.16%703,097CommonSOLE
244199105DEDEERE COMPANY$21,9710.16%48,049CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$21,9670.16%52,060CommonSOLE
770700102HOODROBINHOOD MKTS INC COM CL A$21,2950.15%148,728CommonSOLE
127387108CDNSCADENCE DESIGN SYS INC$21,1950.15%60,339CommonSOLE
67103H107ORLYO'REILLY AUTOMOTIVE INC$21,1380.15%196,065CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$20,7770.15%41,619CommonSOLE
74340W103PLDPROLOGIS INC$20,3350.15%177,571CommonSOLE
842587107SOSOUTHERN CO$20,2160.14%213,312CommonSOLE
H1467J104CBCHUBB LIMITED COM$20,1120.14%71,255CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW COM$19,9950.14%103,968CommonSOLE
571748102MRSHMARSH MC LENNAN CO$19,8740.14%98,616CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$19,5910.14%59,535CommonSOLE
871607107SNPSSYNOPSYS INC$19,5310.14%39,586CommonSOLE
701094104PHPARKER HANNIFIN CORP.$19,1470.14%25,255CommonSOLE
855244109SBUXSTARBUCKS CORP$18,9400.14%223,877CommonSOLE
12572Q105CMECME GROUP INC.$18,8100.13%69,618CommonSOLE
26441C204DUKDUKE ENERGY CORP$18,6830.13%150,970CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE INC$18,4730.13%109,648CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$18,4410.13%408,884CommonSOLE
443201108HWMHOWMET AEROSPACE INC$18,4180.13%93,858CommonSOLE
651639106NEMNEWMONT CORPORATION$18,3370.13%217,494CommonSOLE
126650100CVSCVS HEALTH CORP COM$18,2400.13%241,946CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP COM$18,2260.13%56,327CommonSOLE
94106L109WMWASTE MANAGEMENT$18,2020.13%82,427CommonSOLE
824348106SHWSHERWIN-WILLIAMS CO.$17,9760.13%51,916CommonSOLE
48251W104KKRKKR CO INC$17,5710.13%135,210CommonSOLE
615369105MCOMOODY'S CORPORATION$17,3670.12%36,449CommonSOLE
G0403H108AONAON PLC SHS CL A COM$17,2140.12%48,275CommonSOLE
172908105CTASCINTAS CORPORATION$16,7640.12%81,672CommonSOLE
88579Y101MMM3M COMPANY$16,7160.12%107,718CommonSOLE
369550108GDGENERAL DYNAMICS CORP.$16,5710.12%48,596CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$15,8970.11%26,090CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$15,8740.11%34,713CommonSOLE
654106103NKENIKE INC. CLASS B$15,6310.11%224,159CommonSOLE
609207105MDLZMONDELEZ INTERNATIONAL INC-A$15,5700.11%249,246CommonSOLE
363576109AJGGALLAGHER ARTHUR J CO$15,3740.11%49,635CommonSOLE
052769106ADSKAUTODESK INC$15,3180.11%48,221CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC COM$15,0790.11%75,048CommonSOLE
125523100CITHE CIGNA GROUP COM$15,0120.11%52,079CommonSOLE
969457100WMBWILLIAMS COS$14,9830.11%236,513CommonSOLE
064058100BKBANK OF NEW YORK MELLON CORP$14,9030.11%136,771CommonSOLE
893641100TDGTRANSDIGM GROUP INC$14,8950.11%11,301CommonSOLE
452308109ITWILLINOIS TOOL WORKS$14,7620.11%56,613CommonSOLE
053332102AZOAUTOZONE INC$14,6810.10%3,422CommonSOLE
29444U700EQIXEQUINIX INC$14,6430.10%18,695CommonSOLE
199908104FIXCOMFORT SYSTEMS USA INC$14,4830.10%17,551CommonSOLE
19260Q107COINCOINBASE GLOBAL INC COM CL A$14,4180.10%42,720CommonSOLE
902973304USBUS BANCORP$14,3230.10%296,352CommonSOLE
92840M102VSTVISTRA CORP$14,3090.10%73,033CommonSOLE
291011104EMREMERSON ELEC CO$14,2140.10%108,352CommonSOLE
40412C101HCAHCA HEALTHCARE INC$14,2070.10%33,335CommonSOLE
98978V103ZTSZOETIS INC$14,1660.10%96,815CommonSOLE
337738108FISVFISERV INC$14,1580.10%109,814CommonSOLE
278865100ECLECOLAB INC$13,9810.10%51,050CommonSOLE
G51502105JCIJOHNSON CONTROLS INTERNATIONAL$13,9450.10%126,827CommonSOLE
03073E105CORCENCORA INC COM$13,9370.10%44,595CommonSOLE
036752103ELVELEVANCE HEALTH INC$13,8170.10%42,760CommonSOLE
43300A203HLTHILTON WORLDWIDE HOLDINGS INC$13,7660.10%53,060CommonSOLE
194162103CLCOLGATE PALMOLIVE CO.$13,4680.10%168,471CommonSOLE
74762E102QUREQUANTA SVCS INC$13,3770.10%32,278CommonSOLE
311900104FASTFASTENAL COMPANY$13,2840.09%270,879CommonSOLE
655844108NSCNORFOLK SOUTHERN CORP.$12,9610.09%43,144CommonSOLE
571903202MARMARRIOTT INTL INC CL A$12,8250.09%49,245CommonSOLE
34959E109FTNTFORTINET INC$12,6990.09%151,040CommonSOLE
126408103CSXCSX CORPORATION$12,6740.09%356,913CommonSOLE
74624M102PPURE STORAGE INC - CL A$12,5610.09%149,876CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$12,5230.09%93,966CommonSOLE
70450Y103PYPLPAYPAL HOLDINGS INC$12,4650.09%185,874CommonSOLE
828806109SPGSIMON PROPERTY GROUP INC$12,3950.09%66,048CommonSOLE
05464C101AXONAXON ENTERPRISE INC$12,3860.09%17,260CommonSOLE
219350105GLWCORNING INCORPORATED$12,3390.09%150,425CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC.$12,2010.09%43,695CommonSOLE
911363109URIUNITED RENTALS INC$11,7970.08%12,357CommonSOLE
26875P101EOGEOG RESOURCES INC$11,7760.08%105,032CommonSOLE
98138H101WDAYWORKDAY INC CLASS A$11,6920.08%48,571CommonSOLE
911312106UPSUNITED PARCEL SERVICE-CL B$11,6910.08%139,962CommonSOLE
025537101AEPAMERICAN ELECTRIC POWER$11,6750.08%103,781CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$11,6520.08%297,315CommonSOLE
45168D104IDXXIDEXX LABS INC$11,6390.08%18,218CommonSOLE
009158106APDAIR PRODUCTS CHEMICALS INC$11,6030.08%42,547CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP$11,5540.08%171,656CommonSOLE
009066101ABNBAIRBNB INC COM CL A$11,5000.08%94,711CommonSOLE
231021106CMICUMMINS INC.$11,3210.08%26,803CommonSOLE
816851109SRESEMPRA COM$11,2310.08%124,821CommonSOLE
56585A102MPCMARATHON PETROLEUM CORP$11,2060.08%58,142CommonSOLE
89832Q109TFCTRUIST FINANCIAL CORP$11,2030.08%245,044CommonSOLE
37045V100GMGENERAL MOTORS CO$11,0900.08%181,893CommonSOLE
020002101ALLALLSTATE CORP$10,9940.08%51,220CommonSOLE
502431109LHXL3 HARRIS TECHNOLOGIES INC$10,9440.08%35,834CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$10,9310.08%19,440CommonSOLE
253868103DLRDIGITAL REALTY TRUST INC$10,7050.08%61,920CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$10,6940.08%272,673CommonSOLE
49456B101KMIKINDER MORGAN INC$10,6480.08%376,111CommonSOLE
718546104PSXPHILLIPS 66 COM$10,5870.08%77,833CommonSOLE
756109104OREALTY INCOME CORP COM$10,5520.08%173,584CommonSOLE
001055102AFLAFLAC INCORPORATED$10,4430.07%93,494CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$10,2460.07%20,546CommonSOLE
075887109BDXBECTON DICKINSON CO COM$10,1710.07%54,339CommonSOLE
03076C106AMPAMERIPRISE FINANCIAL INC$10,1690.07%20,700CommonSOLE
91913Y100VLOVALERO ENERGY CORP$10,0680.07%59,135CommonSOLE
25746U109DDOMINION ENERGY INC$10,0670.07%164,569CommonSOLE
Y2573F102FLEXFLEX LTD COM$10,0100.07%172,680CommonSOLE
778296103ROSTROSS STORES INC$9,9840.07%65,516CommonSOLE
23804L103DDOGDATADOG INC CL A$9,9830.07%70,105CommonSOLE
806857108SLBSLB LIMITED COM STK$9,9180.07%288,564CommonSOLE
693718108PCARPACCAR INC$9,7850.07%99,521CommonSOLE
147528103CASYCASEY'S GEN STORES INC$9,7380.07%17,225CommonSOLE
31428X106FDXFEDEX CORPORATION$9,7220.07%41,229CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWARE INC$9,6490.07%37,349CommonSOLE
384802104GWWWW GRAINGER INC$9,6330.07%10,108CommonSOLE
609839105MPWRMONOLITHIC POWER SYSTEMS INC$9,6240.07%10,454CommonSOLE
231561101CWCURTISS WRIGHT CORP$9,6010.07%17,683CommonSOLE
55354G100MSCIMSCI INC$9,5350.07%16,805CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$9,5160.07%41,401CommonSOLE
171779309CIENCIENA CORPORATION$9,4870.07%65,124CommonSOLE
285512109EAELECTRONIC ARTS INC$9,3970.07%46,590CommonSOLE
22052L104CTVACORTEVA INC$9,3650.07%138,481CommonSOLE
67059N108NTNXNUTANIX INC$9,3580.07%125,791CommonSOLE
74935Q107RBARB GLOBAL INC COM$9,3310.07%86,108CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY SA$9,3250.07%13,360CommonSOLE
760759100RSGREPUBLIC SVCS INC$9,3130.07%40,582CommonSOLE
98389B100XELXCEL ENERGY INC$9,3000.07%115,318CommonSOLE
05722G100BKRBAKER HUGHES COMPANY CL A$9,2930.07%190,742CommonSOLE
74460D109PSAPUBLIC STORAGE COM$9,2430.07%31,998CommonSOLE
12504L109CBRECBRE GROUP INC$9,1830.07%58,284CommonSOLE
217204106CPRTCOPART INC$9,1140.07%202,658CommonSOLE
G87052109TELTE CONNECTIVITY PLC ORD SHS COM$9,0510.06%41,230CommonSOLE
14448C104CARRCARRIER GLOBAL CORP$9,0390.06%151,403CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC COM SER A$9,0390.06%462,848CommonSOLE
704326107PAYXPAYCHEX INC$8,9750.06%70,805CommonSOLE
87422Q109TLNTALEN ENERGY CORP COM$8,9620.06%21,068CommonSOLE
345370860FFORD MTR CO DEL COM$8,8870.06%743,033CommonSOLE
30161N101EXCEXELON CORPORATION$8,8560.06%196,747CommonSOLE
23331A109DHID R HORTON INC$8,8540.06%52,245CommonSOLE
59156R108METMETLIFE INC.$8,7670.06%106,437CommonSOLE
988498101YUMYUM BRANDS INC.$8,7190.06%57,360CommonSOLE
682680103OKEONEOK INC NEW$8,7140.06%119,416CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP$8,7040.06%20,764CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$8,6690.06%111,467CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$8,6260.06%54,955CommonSOLE
88023U101SGISOMNIGROUP INTERNATIONAL INC$8,5680.06%101,600CommonSOLE
031100100AMEAMETEK INC$8,5530.06%45,495CommonSOLE
278642103EBAYEBAY INC$8,5050.06%93,511CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$8,4730.06%68,147CommonSOLE
761152107RMDRESMED INC$8,4250.06%30,777CommonSOLE
026874784AIGAMERICAN INTERNATIONAL GROUP$8,3660.06%106,516CommonSOLE
303250104FICOFAIR ISAAC CORPORATION$8,3570.06%5,584CommonSOLE
H2906T109GRMNGARMIN LTD$8,3150.06%33,770CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC CL C$8,3050.06%58,578CommonSOLE
29364G103ETRENTERGY CORP NEW$8,2020.06%88,019CommonSOLE
88033G407THCTENET HEALTHCARE CORP$8,1970.06%40,373CommonSOLE
871829107SYYSYSCO CORPORATION$8,1760.06%99,298CommonSOLE
912008109USFDUS FOODS HLDGS CORP$8,0460.06%105,011CommonSOLE
87612G101TRGPTARGA RESOURCES CORP$8,0160.06%47,843CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS NV$8,0110.06%35,179CommonSOLE
501044101KRTHE KROGER CO.$8,0000.06%118,673CommonSOLE
00766T100ACMAECOM COM$7,9970.06%61,296CommonSOLE
744573106PEGPUBLIC SERVICE ENTERPRISE GROUP INC$7,9850.06%95,680CommonSOLE
852234103XYZBLOCK INC CL A$7,9600.06%110,137CommonSOLE
22822V101CCICROWN CASTLE INC$7,9560.06%82,459CommonSOLE
958102105WDCWESTERN DIGITAL CORP$7,8960.06%65,764CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$7,8730.06%42,701CommonSOLE
122017106BURLBURLINGTON STORES INC$7,7630.06%30,501CommonSOLE
929160109VMCVULCAN MATERIALS CO$7,7370.06%25,150CommonSOLE
87612E106TGTTARGET CORPORATION$7,7310.06%86,192CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC-CLASS A$7,7310.06%30,740CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$7,6410.05%21,860CommonSOLE
19247G107COHRCOHERENT CORP COM$7,6330.05%70,863CommonSOLE
631103108NDAQNASDAQ INC$7,5630.05%85,504CommonSOLE
14316J108CGCARLYLE GROUP INC$7,5030.05%119,661CommonSOLE
89400J107TRUTRANSUNION$7,4970.05%89,480CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP CO COM$7,4700.05%71,800CommonSOLE
G87110105FTITECHNIPFMC PLC COM$7,4650.05%189,227CommonSOLE
29452E101EQHEQUITABLE HOLDINGS INC$7,4130.05%145,978CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$7,2580.05%73,576CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$7,2560.05%54,397CommonSOLE
573284106MLMMARTIN MARIETTA MATERIALS$7,2350.05%11,479CommonSOLE
629377508NRGNRG ENERGY INC$7,2260.05%44,617CommonSOLE
92939U106WECWEC ENERGY GROUP INC$7,2180.05%62,994CommonSOLE
679295105OKTAOKTA INC$7,1970.05%78,485CommonSOLE
268150109DTDYNATRACE INC$7,1540.05%147,662CommonSOLE
31620R303FNFFNF GROUP$7,0670.05%116,837CommonSOLE
90138F102TWLOTWILIO INC. - A$7,0670.05%70,608CommonSOLE
247361702DALDELTA AIR LINES INC$7,0530.05%124,277CommonSOLE
983793100XPOXPO INC COM$7,0340.05%54,415CommonSOLE
209115104EDCONSOLIDATED EDISON INC$7,0210.05%69,848CommonSOLE
256163106DOCUDOCUSIGN INC$7,0180.05%97,356CommonSOLE
980745103WWDWOODWARD INC$7,0100.05%27,739CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNG PLC ORD SHS$7,0050.05%29,675CommonSOLE
749685103RPMRPM INTERNATIONAL INC DELAWARE$6,9670.05%59,105CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$6,9570.05%54,205CommonSOLE
744320102PRUPRUDENTIAL FINL INC$6,9400.05%66,898CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$6,9180.05%75,668CommonSOLE
22160N109CSGPCOSTAR GROUP INC$6,9060.05%81,855CommonSOLE
98419M100XYLXYLEM INC$6,8890.05%46,707CommonSOLE
771049103RBLXROBLOX CORP CL A$6,8670.05%49,575CommonSOLE
759509102RSRELIANCE INC COM$6,8480.05%24,386CommonSOLE
929740108WABWABTEC CORP$6,8240.05%34,041CommonSOLE
925652109VICIVICI PPTYS INC COM$6,7800.05%207,922CommonSOLE
92936U109WPCWP CAREY INC$6,7730.05%100,237CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$6,7430.05%30,345CommonSOLE
50077B207KTOSKRATOS DEFENSE SECURITY SOLUTIONS INC.$6,7320.05%73,673CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$6,7250.05%47,909CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$6,6930.05%117,693CommonSOLE
27579R104EWBCEAST WEST BANCORP INC$6,6920.05%62,865CommonSOLE
452327109ILMNILLUMINA INC$6,6850.05%70,395CommonSOLE
31620M106FISFIDELITY NATIONAL INFORMATION$6,6800.05%101,301CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$6,6100.05%22,161CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$6,5480.05%256,674CommonSOLE
595017104MCHPMICROCHIP TECH INC$6,5350.05%101,767CommonSOLE
384109104GGGGRACO INC COM$6,5340.05%76,910CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON ST$6,5340.05%86,999CommonSOLE
142339100CSLCARLISLE COS INC COM$6,5250.05%19,835CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CORP$6,5150.05%97,137CommonSOLE
942622200WSOWATSCO INC$6,4960.05%16,067CommonSOLE
45073V108ITTITT INC$6,4800.05%36,249CommonSOLE
29362U104ENTGENTEGRIS INC$6,4560.05%69,823CommonSOLE
G0450A105ACGLARCH CAPITAL GROUP LTD$6,4450.05%71,033CommonSOLE
26884L109EQTEQT CORPORATION$6,4260.05%118,052CommonSOLE
674599105OXYOCCIDENTAL PETROLEUM CORP$6,3990.05%135,425CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD SHS COM$6,3960.05%18,516CommonSOLE
11133T103BRBROADRIDGE FINANCIAL SOLUTIONS$6,3840.05%26,806CommonSOLE
69331C108PCGPGE CORPORATION$6,3250.05%419,441CommonSOLE
294429105EFXEQUIFAX INC$6,3070.05%24,584CommonSOLE
780287108RGLDROYAL GOLD INC$6,2740.04%31,280CommonSOLE
857477103STTSTATE STREET CORP$6,2720.04%54,066CommonSOLE
143658300CCL1EURCARNIVAL CORPORATION$6,2600.04%216,543CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$6,2090.04%79,702CommonSOLE
26603R106DUOLDUOLINGO INC CL A COM$6,1860.04%19,220CommonSOLE
49177J102KVUEKENVUE INC COM$6,1820.04%380,892CommonSOLE
889478103TOLTOLL BROTHERS INC$6,1780.04%44,726CommonSOLE
29084Q100EMEEMCOR GROUP INC$6,1570.04%9,479CommonSOLE
576323109MTZMASTEC INC$6,1250.04%28,782CommonSOLE
46266C105IQVIQVIA HOLDINGS INC$6,1150.04%32,192CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE CO$6,1120.04%248,850CommonSOLE
36467J108GLPIGAMING AND LEISURE PROPERTIE$6,0600.04%130,010CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$6,0440.04%29,485CommonSOLE
29977A105EVREVERCORE INC CLASS A$6,0420.04%17,911CommonSOLE
910047109UALUNITED AIRLINES HOLDINGS INC$6,0340.04%62,532CommonSOLE
92276F100VTRVENTAS INC$6,0340.04%86,218CommonSOLE
533900106LECOLINCOLN ELECTRIC HOLDINGS$5,9810.04%25,362CommonSOLE
444859102HUMHUMANA INC$5,9410.04%22,836CommonSOLE
29261A100EHCENCOMPASS HEALTH CORP$5,9370.04%46,738CommonSOLE
035710839NLYANNALY CAPITAL MANAGEMENT INC COM NEW$5,9250.04%293,154CommonSOLE
754730109RJFRAYMOND JAMES FINL INC COM$5,9180.04%34,287CommonSOLE
670346105NUENUCOR CORPORATION$5,8970.04%43,545CommonSOLE
55261F104MTBMT BANK CORPORATION$5,8900.04%29,805CommonSOLE
45687V106IRINGERSOLL-RAND INC$5,8430.04%70,720CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GRO-CL A$5,8260.04%84,672CommonSOLE
00187Y100APGAPI GROUP CORP$5,8040.04%168,882CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT INC$5,7990.04%35,487CommonSOLE
759351604RGAREINSURANCE GROUP OF AMERICA$5,7960.04%30,167CommonSOLE
05550J101BJBJ'S WHOLESALE CLUB HOLDINGS$5,7940.04%62,129CommonSOLE
252131107DXCMDEXCOM INC$5,7850.04%85,978CommonSOLE
833445109SNOWSNOWFLAKE INC$5,7790.04%25,624CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$5,7790.04%33,039CommonSOLE
87162W100SNXTD SYNNEX CORPORATION$5,7390.04%35,045CommonSOLE
G3323L100FNFABRINET$5,7270.04%15,706CommonSOLE
46284V101IRMIRON MOUNTAIN INC$5,7190.04%56,098CommonSOLE
681936100OHIOMEGA HEALTHCARE INVESTORS$5,7130.04%135,306CommonSOLE
233331107DTEDTE ENERGY COMPANY$5,7020.04%40,316CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$5,6940.04%26,640CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC COM$5,6860.04%40,346CommonSOLE
75524B104RBCRBC BEARINGS INC$5,6810.04%14,557CommonSOLE
144285103CRSCARPENTER TECHNOLOGY CORP$5,6810.04%23,135CommonSOLE
91529Y106UNMUNUM GROUP$5,6550.04%72,709CommonSOLE
30161Q104EXELEXELIXIS INC$5,6410.04%136,584CommonSOLE
316773100FITBFIFTH THIRD BANCORP$5,6020.04%125,746CommonSOLE
58506Q109MEDPMEDPACE HOLDINGS INC$5,5680.04%10,829CommonSOLE
023608102AEEAMEREN CORPORATION$5,5350.04%53,024CommonSOLE
441593100HLIHOULIHAN LOKEY INC.$5,5060.04%26,819CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$5,4760.04%32,960CommonSOLE
G7496G103RNRRENAISSANCE RE HLDGS LTD$5,4570.04%21,490CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO COM$5,4370.04%91,009CommonSOLE
85208M102SFMSPROUTS FARMERS MARKETS INC$5,4230.04%49,847CommonSOLE
526057104LENLENNAR CORPORATION CLASS A$5,4180.04%42,984CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC COM$5,4110.04%9,233CommonSOLE
690742101OCOWENS CORNING NEW COM$5,4100.04%38,242CommonSOLE
29472R108ELSEQUITY LIFESTYLE PROPERTIES INC$5,4090.04%89,112CommonSOLE
115236101BROBROWN BROWN INC$5,4000.04%57,578CommonSOLE
427866108HSYTHE HERSHEY COMPANY$5,3790.04%28,756CommonSOLE
184496107CLHCLEAN HARBORS INC$5,3630.04%23,094CommonSOLE
049560105ATOATMOS ENERGY CORP$5,3620.04%31,405CommonSOLE
69351T106PPLPPL CORPORATION$5,3550.04%144,108CommonSOLE
817565104SCISERVICE CORP INTL COM$5,3450.04%64,226CommonSOLE
18915M107NETCLOUDFLARE INC$5,3400.04%24,885CommonSOLE
92338C103VLTOVERALTO CORP COM SHS$5,3350.04%50,040CommonSOLE
12503M108CBOECBOE GLOBAL MARKETS INC.$5,2950.04%21,589CommonSOLE
053484101AVBAVALONBAY COMMUNITIES INC$5,2850.04%27,357CommonSOLE
860630102SFSTIFEL FINL CORP$5,2800.04%46,532CommonSOLE
23345M107DTMDT MIDSTREAM INC COMMON STOCK COM$5,2720.04%46,631CommonSOLE
624756102MLIMUELLER INDS INC$5,2410.04%51,837CommonSOLE
320517105FHNFIRST HORIZON CORPORATION$5,2360.04%231,557CommonSOLE
512816109LAMRLAMAR ADVERTISING CO-A$5,2140.04%42,594CommonSOLE
876030107TPRTAPESTRY INC$5,2070.04%45,988CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$5,2050.04%73,263CommonSOLE
030420103AWKAMERICAN WATER WORKS CO INC$5,2010.04%37,363CommonSOLE
55024U109LITELUMENTUM HOLDINGS INC$5,1860.04%31,871CommonSOLE
370334104GISGENERAL MILLS INC.$5,1450.04%102,042CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$5,1380.04%26,989CommonSOLE
36467W109GMEGAMESTOP CORP CLASS A$5,1310.04%188,074CommonSOLE
01741R102ATIATI INC$5,1260.04%63,020CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC COM$5,1250.04%35,812CommonSOLE
29670G102WTRGESSENTIAL UTILITIES INC$5,1180.04%128,266CommonSOLE
228368106CCKCROWN HOLDINGS INC.$5,1170.04%52,975CommonSOLE
433000106HIMSHIMS HERS HEALTH INC COM CL A$5,1160.04%90,204CommonSOLE
679580100ODFLOLD DOMINION FGHT LINE INC$5,0990.04%36,218CommonSOLE
92343E102VRSNVERISIGN INC$5,0970.04%18,233CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$5,0650.04%9,682CommonSOLE
30040W108ESEVERSOURCE ENERGY COM$5,0600.04%71,122CommonSOLE
02005N100ALLYALLY FINANCIAL INC$5,0410.04%128,586CommonSOLE
127190304CACICACI INTERNATIONAL INC -CL A$5,0330.04%10,091CommonSOLE
89055F103BLDTOPBUILD CORP$5,0260.04%12,858CommonSOLE
745867101PHMPULTEGROUP INC.$5,0050.04%37,881CommonSOLE
90384S303ULTAULTA BEAUTY INC$4,9980.04%9,142CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT -A$4,9900.04%150,078CommonSOLE
466313103JBLJABIL INC$4,9870.04%22,962CommonSOLE
47233W109JEFJEFFERIES FINANCIAL GROUP INC$4,9590.04%75,810CommonSOLE
45784P101PODDINSULET CORPORATION$4,9400.04%16,000CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC COM NEW$4,9320.04%102,877CommonSOLE
750917106RMBSRAMBUS INC$4,9210.04%47,224CommonSOLE
70975L107PENPENUMBRA INC$4,9190.04%19,420CommonSOLE
665859104NTRSNORTHERN TRUST CORP$4,9050.04%36,443CommonSOLE
172062101CINFCINCINNATI FINL CORP COM$4,8900.03%30,931CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$4,8890.03%126,005CommonSOLE
26622P107DOCSDOXIMITY INC CL A$4,8700.03%66,578CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC CL A$4,8700.03%17,702CommonSOLE
40434L105HPQHP INC$4,8570.03%178,355CommonSOLE
00508Y102AYIACUITY INC$4,8480.03%14,076CommonSOLE
21874C102CNMCORE MAIN INC CL A COM$4,8420.03%89,953CommonSOLE
592688105MTDMETTLER-TOLEDO INTL INC$4,8380.03%3,941CommonSOLE
518415104LSCCLATTICE SEMICONDUCTOR CORP$4,8380.03%65,979CommonSOLE
G8473T100STESTERIS PLC SHS USD COM$4,8070.03%19,428CommonSOLE
446150104HBANHUNTINGTON BASHARES$4,8040.03%278,199CommonSOLE
88339J105TTDTHE TRADE DESK INC COM CL A$4,7990.03%97,918CommonSOLE
65290E101NXTNEXTRACKER INC CLASS A COM$4,7990.03%64,862CommonSOLE
64110D104NTAPNETAPP INC$4,7730.03%40,291CommonSOLE
969904101WSMWILLIAMS SONOMA INC$4,7540.03%24,325CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICALS INC$4,7430.03%87,567CommonSOLE
69047Q102OVVOVINTIV INC$4,7370.03%117,313CommonSOLE
80004C200SNDKSANDISK CORP COM$4,7180.03%42,054CommonSOLE
69370C100PTCPTC INC$4,7120.03%23,208CommonSOLE
460146103IPINTERNATIONAL PAPER CO$4,7070.03%101,451CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$4,6760.03%30,995CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION COM$4,6690.03%43,944CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$4,6600.03%24,662CommonSOLE
95082P105WCCWESCO INTERNATIONAL INC$4,6590.03%22,030CommonSOLE
03852U106ARMKARAMARK$4,6530.03%121,171CommonSOLE
337932107FEFIRSTENERGY CORP$4,6410.03%101,283CommonSOLE
49714P108KNSLKINSALE CAP GROUP INC COM$4,6330.03%10,894CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$4,6260.03%10,144CommonSOLE
504922105LHLABCORP HOLDINGS INC COM SHS$4,6200.03%16,095CommonSOLE
03820C105AITAPPLIED INDUSTRIAL TECHNOLOGIES INC$4,6010.03%17,626CommonSOLE
025932104AFGAMERICAN FINANCIAL GROUP INC.$4,5820.03%31,446CommonSOLE
84472E102SSBSOUTHSTATE BK CORP COM$4,5640.03%46,160CommonSOLE
28414H103ELANELANCO ANIMAL HEALTH INC$4,5630.03%226,580CommonSOLE
219948106CPAYCORPAY INC COM SHS$4,5440.03%15,776CommonSOLE
693506107PPGPPG INDUSTRIES INC.$4,5300.03%43,095CommonSOLE
00790R104WMSADVANCED DRAIN SYS INC DEL$4,5240.03%32,614CommonSOLE
947890109WBSWEBSTER FINL CORP COM$4,5130.03%75,929CommonSOLE
278768106SATSECHOSTAR CORPORATION$4,5010.03%58,941CommonSOLE
15118V207CELHCELSIUS HOLDINGS INC$4,4990.03%78,251CommonSOLE
03674X106ARANTERO RESOURCES CORP$4,4900.03%133,798CommonSOLE
62944T105NVRNVR INC$4,4670.03%556CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP$4,4640.03%169,299CommonSOLE
680223104ORIOLD REP INTL CORP$4,4640.03%105,105CommonSOLE
443510607HUBBHUBBELL INCORPORATED$4,4630.03%10,372CommonSOLE
084423102WRBWR BERKLEY CORP$4,4610.03%58,223CommonSOLE
29476L107EQREQUITY RESIDENTIAL$4,4400.03%68,599CommonSOLE
487836108KKELLANOVA COM$4,4300.03%54,009CommonSOLE
76169C100REXRREXFORD INDUSTRIAL REALTY INC$4,4300.03%107,765CommonSOLE
336433107FSLRFIRST SOLAR INC$4,4230.03%20,055CommonSOLE
594972408MSTRSTRATEGY INC CL A$4,4090.03%13,684CommonSOLE
N20944109CNHCNH INDL NV SHS COM$4,4060.03%406,055CommonSOLE
366651107ITGARTNER INC$4,4040.03%16,754CommonSOLE
257651109DCIDONALDSON CO$4,4020.03%53,786CommonSOLE
260003108DOVDOVER CORPORATION$4,3820.03%26,264CommonSOLE
16679L109CHWYCHEWY INC CL-A$4,3780.03%108,238CommonSOLE
008073108AVAVAEROVIRONMENT INC$4,3670.03%13,869CommonSOLE
758750103RRXREGAL REXNORD CORPORATION COM$4,3440.03%30,285CommonSOLE
29358P101ENSGENSIGN GROUP INC$4,3370.03%25,103CommonSOLE
174610105CFGCITIZENS FINL GROUP INC COM$4,3290.03%81,442CommonSOLE
74144T108TROWT ROWE PRICE GROUP INC$4,3260.03%42,152CommonSOLE
G6683N103NUNU HLDGS LTD ORD SHS CL A$4,3190.03%269,747CommonSOLE
670837103OGEOGE ENERGY CORP$4,3130.03%93,203CommonSOLE
256677105DGDOLLAR GENERAL CORP$4,3120.03%41,721CommonSOLE
650111107NYTNEW YORK TIMES CO-A$4,3120.03%75,117CommonSOLE
G25508105CRHCRH PLC ORD COM$4,2910.03%35,788CommonSOLE
72703H101PLNTPLANET FITNESS INC. CLASS A$4,2880.03%41,311CommonSOLE
380237107GDDYGODADDY INC$4,2880.03%31,337CommonSOLE
35909D109FYBRFRONTIER COMMUNICATIONS PARENT COM$4,2800.03%114,589CommonSOLE
229663109CUBECUBESMART$4,2560.03%104,661CommonSOLE
500754106KHCKRAFT HEINZ CO$4,2260.03%162,292CommonSOLE
125896100CMSCMS ENERGY CORP$4,2150.03%57,536CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC SHS COM$4,2130.03%98,978CommonSOLE
40637H109HALOHALOZYME TRERRAPEUTICS INC$4,2110.03%57,416CommonSOLE
25179M103DVNDEVON ENERGY CORP$4,1990.03%119,757CommonSOLE
224408104CRCRANE COMPANY COMMON STOCK$4,1960.03%22,789CommonSOLE
62482R10707WAMR COOPER GROUP INC$4,1790.03%19,826CommonSOLE
957638109WALWESTERN ALLIANCE BANCORP$4,1730.03%48,123CommonSOLE

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.