MondegarAI
AMALGAMATED BANK

Q4 2025 · 13F-HR

AMALGAMATED BANKholdings as filed

Filed 2026-02-05 · accession 0000919192-26-000001

$13.9M
Reported value
2,983
Positions
2025-12-31
Period end
View analyzed profile →PRO

The Brief · AMALGAMATED BANK · Q4 2025

AI · grounded in 13F

AMALGAMATED BANK increased its position in NFLX by 859.97%. The fund also accumulated shares of CRH by 257.25% and MU by 4.69%. These additions occurred alongside a reduction in BRK/B shares by 8.22% and a trim of MSFT by 4.92%.

Holdings as filed

First 500 of 2983

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$947,3476.84%5,079,610CommonSOLE
037833100AAPLAPPLE INC$844,0616.09%3,104,765CommonSOLE
594918104MSFTMICROSOFT CORP$758,5955.48%1,568,576CommonSOLE
023135106AMZNAMAZON COM INC$458,1953.31%1,985,076CommonSOLE
02079K305GOOGLALPHABET INC CLASS A$369,9912.67%1,182,079CommonSOLE
11135F101AVGOBROADCOM INC$343,1252.48%991,404CommonSOLE
30303M102METAMETA PLATFORMS INC CL A$307,5702.22%465,952CommonSOLE
02079K107GOOGALPHABET INC CAP STK CL C$298,3472.15%950,755CommonSOLE
88160R101TSLATESLA INC$270,2481.95%600,924CommonSOLE
532457108LLYELI LILLY CO COM$186,0161.34%173,090CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC CL-B$169,8311.23%337,871CommonSOLE
46625H100JPMJPMORGAN CHASE CO.$161,7721.17%502,054CommonSOLE
92826C839VVISA INC. CLASS A$127,9990.92%364,970CommonSOLE
57636Q104MAMASTERCARD INC-CLASS A$100,7550.73%176,490CommonSOLE
30231G102XOMEXXON MOBIL CORP$95,4410.69%793,095CommonSOLE
478160104JNJJOHNSON JOHNSON$91,6020.66%442,630CommonSOLE
931142103WMTWALMART INC$91,6020.66%822,203CommonSOLE
00287Y109ABBVABBVIE INC COM$87,6650.63%383,670CommonSOLE
64110L106NFLXNETFLIX INC.$87,6120.63%934,429CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC CL A$87,4050.63%491,728CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$83,0530.60%96,311CommonSOLE
68389X105ORCLORACLE CORPORATION COM$72,1330.52%370,084CommonSOLE
437076102HDTHE HOME DEPOT INC.$71,9370.52%209,059CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$71,7440.52%335,002CommonSOLE
369604301GEGE AEROSPACE COM NEW$70,2970.51%228,214CommonSOLE
060505104BACBANK OF AMERICA CORP$69,5590.50%1,264,711CommonSOLE
595112103MUMICRON TECHNOLOGY INC$63,4500.46%222,312CommonSOLE
742718109PGPROCTER GAMBLE CO$61,6620.45%430,272CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$56,7870.41%172,024CommonSOLE
17275R102CSCOCISCO SYSTEMS INC$56,1650.41%729,133CommonSOLE
949746101WMT2WELLS FARGO CO$55,2440.40%592,743CommonSOLE
166764100CVXCHEVRON CORP NEW$54,0940.39%354,927CommonSOLE
191216100KOCOCA COLA CO$54,0510.39%773,151CommonSOLE
149123101CATCATERPILLAR INC COM$51,4950.37%89,889CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$51,1270.37%172,605CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC COM$49,0530.35%55,805CommonSOLE
58933Y105MRKMERCK CO INC$48,8530.35%464,116CommonSOLE
512807306LRCXLAM RESEARCH CORP COM NEW$48,2080.35%281,623CommonSOLE
79466L302CRMSALESFORCE INC COM$48,1220.35%181,654CommonSOLE
718172109PMPHILIP MORRIS INTL INC COM$46,1410.33%287,661CommonSOLE
75513E101RTXRTX CORPORATION COM$45,4110.33%247,607CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$43,7170.32%77,189CommonSOLE
038222105AMATAPPLIED MATERIALS INC$41,5780.30%161,790CommonSOLE
580135101MCDMCDONALD'S CORP.$40,4570.29%132,374CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC COM$40,4460.29%69,800CommonSOLE
002824100ABTABBOTT LABORATORIES$40,2300.29%321,096CommonSOLE
461202103INTUINTUIT INC$40,2020.29%60,689CommonSOLE
172967424CCITIGROUP INC COM NEW$39,9610.29%342,456CommonSOLE
617446448MSMORGAN STANLEY COM NEW$39,9150.29%224,835CommonSOLE
36828A101GEVGE VERNOVA INC COM$39,6000.29%60,591CommonSOLE
025816109AXPAMERICAN EXPRESS CO.$39,4550.28%106,650CommonSOLE
254687106DISWALT DISNEY CO/THE$39,1940.28%344,503CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$39,1160.28%478,713CommonSOLE
03831W108APPAPPLOVIN CORP COM CL A$38,4760.28%57,102CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$38,0870.27%7,112CommonSOLE
713448108PEPPEPSICO INC$37,0150.27%257,911CommonSOLE
031162100AMGNAMGEN INC$36,8390.27%112,550CommonSOLE
747525103QCOMQUALCOMM INC$36,7600.27%214,905CommonSOLE
G54950103LINLINDE PLC SHS COM$36,7220.27%86,124CommonSOLE
032095101APHAMPHENOL CORPORATION CLASS A$35,8000.26%264,910CommonSOLE
482480100KLACKLA CORP$35,6830.26%29,367CommonSOLE
81762P102NOWSERVICENOW INC$34,7340.25%226,737CommonSOLE
872540109TJXTJX COMPANIES INC$34,5600.25%224,986CommonSOLE
00206R102TATT INC$32,8960.24%1,324,323CommonSOLE
00724F101ADBEADOBE INC$32,7700.24%93,631CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$31,8620.23%782,279CommonSOLE
808513105SCHWTHE CHARLES SCHWAB CORPORATION$31,8050.23%318,337CommonSOLE
097023105BATHE BOEING COMPANY$31,5290.23%145,213CommonSOLE
882508104TXNTEXAS INSTRUMENTS INC.$31,3370.23%180,627CommonSOLE
65339F101NEENEXTERA ENERGY INC$31,2360.23%389,090CommonSOLE
G1151C101ACNACCENTURE PLC CLASS A$31,2110.23%116,328CommonSOLE
458140100INTCINTEL CORPORATION$30,2820.22%820,638CommonSOLE
14040H105COFCAPITAL ONE FINANCIAL CORP$30,0150.22%123,843CommonSOLE
040413205ANETARISTA NETWORKS INC COM SHS$29,9260.22%228,391CommonSOLE
78409V104SPGISP GLOBAL INC COM$29,7510.21%56,929CommonSOLE
375558103GILDGILEAD SCIENCES INC$29,4900.21%240,266CommonSOLE
09290D101BLKBLACKROCK INC COM$29,0700.21%27,160CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$27,5990.20%149,832CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$26,7650.19%280,706CommonSOLE
235851102DHRDANAHER CORPORATION COM$26,7290.19%116,760CommonSOLE
717081103PFEPFIZER INC COM$26,5930.19%1,067,977CommonSOLE
907818108UNPUNION PACIFIC CORP.$25,8750.19%111,856CommonSOLE
22788C105CRWDCROWDSTRIKE HOLDINGS INC -A$25,7290.19%54,888CommonSOLE
548661107LOWLOWE'S COS INC$25,3110.18%104,955CommonSOLE
09260D107BXBLACKSTONE INC$25,2440.18%163,771CommonSOLE
743315103PGRPROGRESSIVE CORP$25,2010.18%110,668CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$24,9890.18%55,120CommonSOLE
032654105ADIANALOG DEVICES INC COM$24,9110.18%91,854CommonSOLE
95040Q104WELLWELLTOWER INC COM$23,4430.17%126,305CommonSOLE
863667101SYKSTRYKER CORPORATION$23,3390.17%66,404CommonSOLE
G29183103ETNEATON CORP PLC SHS COM$23,0330.17%72,316CommonSOLE
438516106HONHONEYWELL INTL INC$22,8960.17%117,360CommonSOLE
G5960L103MDTMEDTRONIC PLC SHS COM$22,7870.16%237,221CommonSOLE
20825C104COPCONOCOPHILLIPS$22,7840.16%243,390CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING INC.$22,3860.16%87,028CommonSOLE
58155Q103MCKMCKESSON CORPORATION$22,2690.16%27,148CommonSOLE
74340W103PLDPROLOGIS INC$22,0250.16%172,526CommonSOLE
244199105DEDEERE COMPANY$21,8480.16%46,927CommonSOLE
651639106NEMNEWMONT CORPORATION$21,2950.15%213,267CommonSOLE
H1467J104CBCHUBB LIMITED COM$21,1900.15%67,890CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$20,9700.15%59,360CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$20,9310.15%388,036CommonSOLE
701094104PHPARKER HANNIFIN CORP.$20,7960.15%23,660CommonSOLE
20030N101CMCSACOMCAST CORPORATION CLASS A$20,3210.15%679,852CommonSOLE
126650100CVSCVS HEALTH CORP COM$19,5400.14%246,217CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$19,3030.14%39,909CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$18,9070.14%48,579CommonSOLE
127387108CDNSCADENCE DESIGN SYS INC$18,5780.13%59,434CommonSOLE
25809K105DASHDOORDASH INC CL A$18,5540.13%81,925CommonSOLE
871607107SNPSSYNOPSYS INC$18,4990.13%39,384CommonSOLE
855244109SBUXSTARBUCKS CORP$18,3900.13%218,380CommonSOLE
872590104TMUST-MOBILE US INC$18,1680.13%89,480CommonSOLE
12572Q105CMECME GROUP INC.$18,1160.13%66,340CommonSOLE
443201108HWMHOWMET AEROSPACE INC$18,0030.13%87,812CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW COM$17,9910.13%102,474CommonSOLE
02209S103MOALTRIA GROUP INC$17,9760.13%311,764CommonSOLE
842587107SOSOUTHERN CO$17,7580.13%203,644CommonSOLE
94106L109WMWASTE MANAGEMENT$17,6180.13%80,189CommonSOLE
48251W104KKRKKR CO INC$17,2130.12%135,028CommonSOLE
571748102MRSHMARSH$17,1340.12%92,358CommonSOLE
615369105MCOMOODY'S CORPORATION$17,1040.12%33,482CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE INC$17,0280.12%105,139CommonSOLE
26441C204DUKDUKE ENERGY CORP$16,8750.12%143,970CommonSOLE
770700102HOODROBINHOOD MKTS INC COM CL A$16,8550.12%149,029CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP COM$16,6420.12%59,667CommonSOLE
67103H107ORLYO'REILLY AUTOMOTIVE INC$16,5020.12%180,925CommonSOLE
88579Y101MMM3M COMPANY$16,3370.12%102,040CommonSOLE
G0403H108AONAON PLC SHS CL A COM$16,1450.12%45,751CommonSOLE
824348106SHWSHERWIN-WILLIAMS CO.$16,0350.12%49,487CommonSOLE
G25508105CRHCRH PLC ORD COM$15,9560.12%127,851CommonSOLE
902973304USBUS BANCORP$15,9110.11%298,179CommonSOLE
369550108GDGENERAL DYNAMICS CORP.$15,7510.11%46,787CommonSOLE
37045V100GMGENERAL MOTORS CO$15,5360.11%191,047CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC COM$15,5230.11%74,368CommonSOLE
064058100BKBANK OF NEW YORK MELLON CORP$15,2640.11%131,487CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$15,0830.11%296,975CommonSOLE
40412C101HCAHCA HEALTHCARE INC$14,8760.11%31,865CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$14,8660.11%19,260CommonSOLE
036752103ELVELEVANCE HEALTH INC$14,7940.11%42,203CommonSOLE
571903202MARMARRIOTT INTL INC CL A$14,6660.11%47,273CommonSOLE
171779309CIENCIENA CORPORATION$14,6450.11%62,619CommonSOLE
43300A203HLTHILTON WORLDWIDE HOLDINGS INC$14,4650.10%50,358CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$14,3660.10%25,194CommonSOLE
654106103NKENIKE INC. CLASS B$14,3570.10%225,356CommonSOLE
893641100TDGTRANSDIGM GROUP INC$14,2690.10%10,730CommonSOLE
125523100CITHE CIGNA GROUP COM$14,1690.10%51,481CommonSOLE
911312106UPSUNITED PARCEL SERVICE-CL B$14,0380.10%141,529CommonSOLE
03073E105CORCENCORA INC COM$14,0280.10%41,534CommonSOLE
G51502105JCIJOHNSON CONTROLS INTERNATIONAL$14,0030.10%116,936CommonSOLE
172908105CTASCINTAS CORPORATION$13,9680.10%74,271CommonSOLE
291011104EMREMERSON ELEC CO$13,9230.10%104,908CommonSOLE
29444U700EQIXEQUINIX INC$13,9100.10%18,156CommonSOLE
052769106ADSKAUTODESK INC$13,8540.10%46,804CommonSOLE
969457100WMBWILLIAMS COS$13,7260.10%228,341CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$13,6980.10%94,628CommonSOLE
009066101ABNBAIRBNB INC COM CL A$13,3340.10%98,249CommonSOLE
74762E102QUREQUANTA SERVICES INC$13,3280.10%31,579CommonSOLE
231021106CMICUMMINS INC.$13,1680.10%25,797CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC COM SER A$13,1650.10%456,798CommonSOLE
146869102CVNACARVANA CO$13,1480.09%31,155CommonSOLE
452308109ITWILLINOIS TOOL WORKS$13,0830.09%53,117CommonSOLE
19247G107COHRCOHERENT CORP COM$12,9120.09%69,956CommonSOLE
609207105MDLZMONDELEZ INTERNATIONAL INC-A$12,8440.09%238,603CommonSOLE
278865100ECLECOLAB INC$12,8170.09%48,822CommonSOLE
194162103CLCOLGATE PALMOLIVE CO.$12,6990.09%160,704CommonSOLE
219350105GLWCORNING INCORPORATED$12,6690.09%144,692CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$12,6420.09%32,981CommonSOLE
126408103CSXCSX CORPORATION$12,6280.09%348,367CommonSOLE
92840M102VSTVISTRA CORP$12,4400.09%77,107CommonSOLE
363576109AJGGALLAGHER ARTHUR J CO$12,3320.09%47,654CommonSOLE
31428X106FDXFEDEX CORPORATION$12,1770.09%42,156CommonSOLE
655844108NSCNORFOLK SOUTHERN CORP.$12,1160.09%41,964CommonSOLE
806857108SLBSLB LIMITED COM STK$12,0790.09%314,733CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC.$12,0070.09%41,396CommonSOLE
98978V103ZTSZOETIS INC$11,8750.09%94,377CommonSOLE
45168D104IDXXIDEXX LABS INC$11,8550.09%17,523CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP$11,7660.08%153,459CommonSOLE
89832Q109TFCTRUIST FINANCIAL CORP$11,7480.08%238,740CommonSOLE
828806109SPGSIMON PROPERTY GROUP INC$11,7090.08%63,253CommonSOLE
55024U109LITELUMENTUM HOLDINGS INC$11,6410.08%31,583CommonSOLE
958102105WDCWESTERN DIGITAL CORP$11,5900.08%67,281CommonSOLE
025537101AEPAMERICAN ELECTRIC POWER$11,4570.08%99,354CommonSOLE
778296103ROSTROSS STORES INC$11,4120.08%63,353CommonSOLE
26875P101EOGEOG RESOURCES INC$11,4000.08%108,557CommonSOLE
34959E109FTNTFORTINET INC$11,2350.08%141,476CommonSOLE
70450Y103PYPLPAYPAL HOLDINGS INC$11,0490.08%189,259CommonSOLE
053332102AZOAUTOZONE INC$10,7990.08%3,184CommonSOLE
693718108PCARPACCAR INC$10,7720.08%98,364CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$10,7620.08%290,863CommonSOLE
345370860FFORD MTR CO DEL COM$10,6870.08%814,596CommonSOLE
816851109SRESEMPRA COM$10,6870.08%121,042CommonSOLE
718546104PSXPHILLIPS 66 COM$10,5450.08%81,717CommonSOLE
911363109URIUNITED RENTALS INC$10,3330.07%12,768CommonSOLE
075887109BDXBECTON DICKINSON CO COM$10,3050.07%53,100CommonSOLE
020002101ALLALLSTATE CORP$10,2850.07%49,411CommonSOLE
98138H101WDAYWORKDAY INC CLASS A$10,2520.07%47,732CommonSOLE
502431109LHXL3 HARRIS TECHNOLOGIES INC$10,1990.07%34,740CommonSOLE
Y2573F102FLEXFLEX LTD COM$10,1750.07%168,407CommonSOLE
009158106APDAIR PRODUCTS CHEMICALS INC$10,1530.07%41,100CommonSOLE
19260Q107COINCOINBASE GLOBAL INC COM CL A$10,1020.07%44,671CommonSOLE
91913Y100VLOVALERO ENERGY CORP$10,0930.07%62,001CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$10,0450.07%48,880CommonSOLE
49456B101KMIKINDER MORGAN INC$10,0100.07%364,147CommonSOLE
03076C106AMPAMERIPRISE FINANCIAL INC$9,9340.07%20,259CommonSOLE
74624M102PPURE STORAGE INC - CL A$9,9070.07%147,841CommonSOLE
609839105MPWRMONOLITHIC POWER SYSTEMS INC$9,8020.07%10,815CommonSOLE
56585A102MPCMARATHON PETROLEUM CORP$9,7610.07%60,018CommonSOLE
311900104FASTFASTENAL COMPANY$9,7450.07%242,835CommonSOLE
001055102AFLAFLAC INCORPORATED$9,6810.07%87,794CommonSOLE
90138F102TWLOTWILIO INC. - A$9,6810.07%68,059CommonSOLE
05464C101AXONAXON ENTERPRISE INC$9,6530.07%16,997CommonSOLE
23804L103DDOGDATADOG INC CL A$9,6160.07%70,714CommonSOLE
756109104OREALTY INCOME CORP COM$9,5370.07%169,177CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP$9,4780.07%19,452CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$9,4630.07%111,007CommonSOLE
384802104GWWWW GRAINGER INC$9,4430.07%9,358CommonSOLE
253868103DLRDIGITAL REALTY TRUST INC$9,4260.07%60,925CommonSOLE
247361702DALDELTA AIR LINES INC$9,3800.07%135,153CommonSOLE
25746U109DDOMINION ENERGY INC$9,3170.07%159,026CommonSOLE
147528103CASYCASEY'S GEN STORES INC$9,1690.07%16,590CommonSOLE
12504L109CBRECBRE GROUP INC$9,1260.07%56,755CommonSOLE
05722G100BKRBAKER HUGHES COMPANY CL A$9,0240.07%198,153CommonSOLE
G87052109TELTE CONNECTIVITY PLC ORD SHS COM$9,0100.07%39,602CommonSOLE
231561101CWCURTISS WRIGHT CORP$8,9820.06%16,293CommonSOLE
88023U101SGISOMNIGROUP INTERNATIONAL INC$8,8950.06%99,631CommonSOLE
87612G101TRGPTARGA RESOURCES CORP$8,8800.06%48,131CommonSOLE
122017106BURLBURLINGTON STORES INC$8,8490.06%30,636CommonSOLE
285512109EAELECTRONIC ARTS INC$8,8290.06%43,210CommonSOLE
452327109ILMNILLUMINA INC$8,8280.06%67,307CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$8,8180.06%19,809CommonSOLE
87612E106TGTTARGET CORPORATION$8,7980.06%90,008CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWARE INC$8,7690.06%34,250CommonSOLE
026874784AIGAMERICAN INTERNATIONAL GROUP$8,7660.06%102,464CommonSOLE
682680103OKEONEOK INC NEW$8,7310.06%118,792CommonSOLE
031100100AMEAMETEK INC$8,7310.06%42,528CommonSOLE
55354G100MSCIMSCI INC$8,6400.06%15,060CommonSOLE
303250104FICOFAIR ISAAC CORPORATION$8,5550.06%5,060CommonSOLE
22052L104CTVACORTEVA INC$8,5370.06%127,356CommonSOLE
74935Q107RBARB GLOBAL INC COM$8,4960.06%82,594CommonSOLE
G87110105FTITECHNIPFMC PLC COM$8,3900.06%188,282CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC CL C$8,3450.06%66,294CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$8,3250.06%21,396CommonSOLE
59156R108METMETLIFE INC.$8,2430.06%104,421CommonSOLE
30161N101EXCEXELON CORPORATION$8,2330.06%188,885CommonSOLE
988498101YUMYUM BRANDS INC.$8,2230.06%54,356CommonSOLE
88033G407THCTENET HEALTHCARE CORP$8,1510.06%41,017CommonSOLE
98389B100XELXCEL ENERGY INC$8,1190.06%109,930CommonSOLE
631103108NDAQNASDAQ INC$8,1000.06%83,394CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$8,0930.06%40,262CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNG PLC ORD SHS$8,0770.06%29,328CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$8,0640.06%28,465CommonSOLE
980745103WWDWOODWARD INC$8,0230.06%26,537CommonSOLE
780287108RGLDROYAL GOLD INC$7,9710.06%35,858CommonSOLE
670346105NUENUCOR CORPORATION$7,8740.06%48,276CommonSOLE
760759100RSGREPUBLIC SVCS INC$7,8680.06%37,126CommonSOLE
910047109UALUNITED AIRLINES HOLDINGS INC$7,8440.06%70,150CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$7,8180.06%147,963CommonSOLE
87422Q109TLNTALEN ENERGY CORP COM$7,8140.06%20,845CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY SA$7,8000.06%13,431CommonSOLE
74460D109PSAPUBLIC STORAGE COM$7,7930.06%30,030CommonSOLE
23331A109DHID R HORTON INC$7,7390.06%53,731CommonSOLE
29364G103ETRENTERGY CORP NEW$7,6660.06%82,937CommonSOLE
278642103EBAYEBAY INC$7,6260.06%87,557CommonSOLE
143658300CCL1EURCARNIVAL CORPORATION$7,5750.05%248,046CommonSOLE
912008109USFDUS FOODS HLDGS CORP$7,5580.05%100,340CommonSOLE
217204106CPRTCOPART INC$7,5330.05%192,410CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CORP$7,5230.05%90,642CommonSOLE
72352L106PINSPINTEREST INC CLASS -A$7,4860.05%289,135CommonSOLE
852234103XYZBLOCK INC CL A$7,4570.05%114,558CommonSOLE
744320102PRUPRUDENTIAL FINL INC$7,4420.05%65,930CommonSOLE
89400J107TRUTRANSUNION$7,4280.05%86,623CommonSOLE
744573106PEGPUBLIC SERVICE ENTERPRISE GROUP INC$7,4090.05%92,268CommonSOLE
46266C105IQVIQVIA HOLDINGS INC$7,3770.05%32,725CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$7,3710.05%21,908CommonSOLE
199908104FIXCOMFORT SYSTEMS USA INC$7,3570.05%7,883CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS NV$7,3540.05%33,878CommonSOLE
983793100XPOXPO INC COM$7,3290.05%53,926CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$7,2880.05%71,473CommonSOLE
501044101KRTHE KROGER CO.$7,2770.05%116,463CommonSOLE
337738108FISVFISERV INC$7,2230.05%107,526CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$7,2130.05%53,006CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$7,2110.05%52,332CommonSOLE
871829107SYYSYSCO CORPORATION$7,2110.05%97,858CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON ST$7,1850.05%87,605CommonSOLE
629377508NRGNRG ENERGY INC$7,1540.05%44,926CommonSOLE
144285103CRSCARPENTER TECHNOLOGY CORP$7,1340.05%22,659CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$7,1110.05%43,993CommonSOLE
704326107PAYXPAYCHEX INC$7,0900.05%63,204CommonSOLE
22822V101CCICROWN CASTLE INC$7,0880.05%79,754CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$7,0730.05%40,923CommonSOLE
01741R102ATIATI INC$7,0410.05%61,354CommonSOLE
573284106MLMMARTIN MARIETTA MATERIALS$7,0220.05%11,278CommonSOLE
27579R104EWBCEAST WEST BANCORP INC$7,0200.05%62,457CommonSOLE
929160109VMCVULCAN MATERIALS CO$7,0000.05%24,544CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$6,9420.05%247,849CommonSOLE
761152107RMDRESMED INC$6,9110.05%28,690CommonSOLE
G3323L100FNFABRINET$6,8730.05%15,097CommonSOLE
14316J108CGCARLYLE GROUP INC$6,8360.05%115,653CommonSOLE
929740108WABWABTEC CORP$6,7870.05%31,796CommonSOLE
035710839NLYANNALY CAPITAL MANAGEMENT INC COM NEW$6,7860.05%303,501CommonSOLE
759509102RSRELIANCE INC COM$6,7620.05%23,408CommonSOLE
69331C108PCGPGE CORPORATION$6,7530.05%420,232CommonSOLE
679295105OKTAOKTA INC$6,7170.05%77,678CommonSOLE
256163106DOCUDOCUSIGN INC$6,7160.05%98,187CommonSOLE
92276F100VTRVENTAS INC$6,7090.05%86,700CommonSOLE
857477103STTSTATE STREET CORP$6,6850.05%51,814CommonSOLE
31620M106FISFIDELITY NATIONAL INFORMATION$6,6710.05%100,383CommonSOLE
209115104EDCONSOLIDATED EDISON INC$6,6550.05%67,009CommonSOLE
29452E101EQHEQUITABLE HOLDINGS INC$6,6390.05%139,338CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$6,6340.05%46,774CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$6,6070.05%65,486CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$6,5780.05%32,376CommonSOLE
45073V108ITTITT INC$6,5330.05%37,650CommonSOLE
G0450A105ACGLARCH CAPITAL GROUP LTD$6,4860.05%67,622CommonSOLE
26884L109EQTEQT CORPORATION$6,4310.05%119,976CommonSOLE
013872106AAALCOA CORP$6,4110.05%120,638CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE CO$6,4090.05%266,829CommonSOLE
595017104MCHPMICROCHIP TECH INC$6,4030.05%100,480CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP CO COM$6,3910.05%71,070CommonSOLE
67059N108NTNXNUTANIX INC$6,3760.05%123,350CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC-CLASS A$6,3740.05%28,493CommonSOLE
92939U106WECWEC ENERGY GROUP INC$6,3590.05%60,295CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$6,3220.05%72,375CommonSOLE
75524B104RBCRBC BEARINGS INC$6,3220.05%14,098CommonSOLE
268150109DTDYNATRACE INC$6,2590.05%144,406CommonSOLE
00187Y100APGAPI GROUP CORP$6,2530.05%163,439CommonSOLE
H2906T109GRMNGARMIN LTD$6,2460.05%30,791CommonSOLE
576323109MTZMASTEC INC$6,2150.04%28,590CommonSOLE
444859102HUMHUMANA INC$6,2140.04%24,261CommonSOLE
31620R303FNFFNF GROUP$6,2130.04%113,810CommonSOLE
92936U109WPCWP CAREY INC$6,2070.04%96,437CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$6,1890.04%74,186CommonSOLE
49177J102KVUEKENVUE INC COM$6,1810.04%358,346CommonSOLE
98419M100XYLXYLEM INC$6,1730.04%45,332CommonSOLE
278768106SATSECHOSTAR CORPORATION$6,1650.04%56,717CommonSOLE
833445109SNOWSNOWFLAKE INC$6,0760.04%27,700CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$6,0610.04%30,615CommonSOLE
142339100CSLCARLISLE COS INC COM$6,0540.04%18,927CommonSOLE
58506Q109MEDPMEDPACE HOLDINGS INC$6,0530.04%10,778CommonSOLE
72346Q104PINNACLE FINANCIAL PARTNERS$6,0290.04%63,192CommonSOLE
80004C200SNDKSANDISK CORP COM$6,0280.04%25,394CommonSOLE
316773100FITBFIFTH THIRD BANCORP$6,0190.04%128,585CommonSOLE
674599105OXYOCCIDENTAL PETROLEUM CORP$5,9910.04%145,685CommonSOLE
384109104GGGGRACO INC COM$5,9880.04%73,051CommonSOLE
889478103TOLTOLL BROTHERS INC$5,9660.04%44,121CommonSOLE
55261F104MTBMT BANK CORPORATION$5,9630.04%29,597CommonSOLE
256677105DGDOLLAR GENERAL CORP$5,9480.04%44,799CommonSOLE
759351604RGAREINSURANCE GROUP OF AMERICA$5,9380.04%29,184CommonSOLE
29977A105EVREVERCORE INC CLASS A$5,9080.04%17,363CommonSOLE
749685103RPMRPM INTERNATIONAL INC DELAWARE$5,8800.04%56,536CommonSOLE
876030107TPRTAPESTRY INC$5,8800.04%46,018CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$5,8660.04%117,301CommonSOLE
02005N100ALLYALLY FINANCIAL INC$5,8490.04%129,144CommonSOLE
252131107DXCMDEXCOM INC$5,8330.04%87,882CommonSOLE
533900106LECOLINCOLN ELECTRIC HOLDINGS$5,8250.04%24,306CommonSOLE
880770102TERTERADYNE INC$5,8090.04%30,012CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD SHS COM$5,7970.04%17,640CommonSOLE
29362U104ENTGENTEGRIS INC$5,7840.04%68,649CommonSOLE
681936100OHIOMEGA HEALTHCARE INVESTORS$5,7740.04%130,226CommonSOLE
G7496G103RNRRENAISSANCE RE HLDGS LTD$5,7670.04%20,513CommonSOLE
70975L107PENPENUMBRA INC$5,7520.04%18,502CommonSOLE
624756102MLIMUELLER INDS INC$5,7030.04%49,682CommonSOLE
860630102SFSTIFEL FINL CORP$5,6650.04%45,244CommonSOLE
679580100ODFLOLD DOMINION FGHT LINE INC$5,6220.04%35,854CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GRO-CL A$5,6140.04%87,297CommonSOLE
336433107FSLRFIRST SOLAR INC$5,6100.04%21,475CommonSOLE
925652109VICIVICI PPTYS INC COM$5,6020.04%199,229CommonSOLE
00766T100ACMAECOM COM$5,5950.04%58,692CommonSOLE
29084Q100EMEEMCOR GROUP INC$5,5920.04%9,141CommonSOLE
30161Q104EXELEXELIXIS INC$5,5890.04%127,509CommonSOLE
95082P105WCCWESCO INTERNATIONAL INC$5,5840.04%22,825CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC COM$5,5830.04%37,141CommonSOLE
11133T103BRBROADRIDGE FINANCIAL SOLUTIONS$5,5830.04%25,019CommonSOLE
90384S303ULTAULTA BEAUTY INC$5,5490.04%9,171CommonSOLE
36467J108GLPIGAMING AND LEISURE PROPERTIE$5,5390.04%123,948CommonSOLE
45687V106IRINGERSOLL-RAND INC$5,4810.04%69,191CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$5,4540.04%33,664CommonSOLE
65290E101NXTNEXTPOWER INC CLASS A$5,4360.04%62,408CommonSOLE
754730109RJFRAYMOND JAMES FINANCIAL INC$5,4220.04%33,766CommonSOLE
91529Y106UNMUNUM GROUP$5,4110.04%69,824CommonSOLE
05550J101BJBJ'S WHOLESALE CLUB HOLDINGS$5,4090.04%60,083CommonSOLE
320517105FHNFIRST HORIZON CORPORATION$5,4070.04%226,214CommonSOLE
89055F103BLDTOPBUILD CORP$5,4010.04%12,947CommonSOLE
466313103JBLJABIL INC$5,3990.04%23,676CommonSOLE
422704106HLHECLA MINING COMPANY$5,3940.04%281,098CommonSOLE
50077B207KTOSKRATOS DEFENSE SECURITY SOLUTIONS INC.$5,3920.04%71,033CommonSOLE
592688105MTDMETTLER-TOLEDO INTL INC$5,3720.04%3,853CommonSOLE
23345M107DTMDT MIDSTREAM INC COMMON STOCK COM$5,3670.04%44,847CommonSOLE
22160N109CSGPCOSTAR GROUP INC$5,3670.04%79,823CommonSOLE
09062X103BIIBBIOGEN INC.$5,3300.04%30,285CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO COM$5,2820.04%91,873CommonSOLE
228368106CCKCROWN HOLDINGS INC.$5,2720.04%51,200CommonSOLE
18915M107NETCLOUDFLARE INC$5,2540.04%26,649CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$5,2380.04%31,554CommonSOLE
446150104HBANHUNTINGTON BASHARES$5,2330.04%301,629CommonSOLE
184496107CLHCLEAN HARBORS INC$5,2260.04%22,289CommonSOLE
942622200WSOWATSCO INC$5,2140.04%15,475CommonSOLE
512816109LAMRLAMAR ADVERTISING CO-A$5,2060.04%41,126CommonSOLE
127190304CACICACI INTERNATIONAL INC -CL A$5,2020.04%9,763CommonSOLE
G6683N103NUNU HLDGS LTD ORD SHS CL A$5,1960.04%310,387CommonSOLE
29472R108ELSEQUITY LIFESTYLE PROPERTIES INC$5,1630.04%85,181CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC COM$5,1570.04%39,606CommonSOLE
294429105EFXEQUIFAX INC$5,1530.04%23,749CommonSOLE
28414H103ELANELANCO ANIMAL HEALTH INC$5,1360.04%226,969CommonSOLE
87162W100SNXTD SYNNEX CORPORATION$5,1280.04%34,131CommonSOLE
427866108HSYTHE HERSHEY COMPANY$5,0800.04%27,913CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICALS INC$5,0740.04%85,380CommonSOLE
200340107CMACOMERICA INC$5,0650.04%58,270CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT INC$5,0640.04%35,536CommonSOLE
406216101HALHALLIBURTON CO COM$5,0420.04%178,399CommonSOLE
260003108DOVDOVER CORPORATION$5,0030.04%25,625CommonSOLE
023608102AEEAMEREN CORPORATION$5,0010.04%50,080CommonSOLE
650111107NYTNEW YORK TIMES CO-A$4,9760.04%71,676CommonSOLE
049560105ATOATMOS ENERGY CORP$4,9720.04%29,662CommonSOLE
233331107DTEDTE ENERGY COMPANY$4,9710.04%38,542CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$4,9570.04%28,601CommonSOLE
174610105CFGCITIZENS FINL GROUP INC COM$4,9420.04%84,616CommonSOLE
55405Y100MTSIMACOM TECHNOLOGY SOLUTIONS HOLDS INC$4,9220.04%28,734CommonSOLE
00508Y102AYIACUITY INC$4,9190.04%13,661CommonSOLE
858119100STLDSTEEL DYNAMICS INC$4,9000.04%28,918CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HOLDING$4,8910.04%57,975CommonSOLE
25179M103DVNDEVON ENERGY CORP$4,8880.04%133,450CommonSOLE
681919106OMCOMNICOM GROUP INC.$4,8670.04%60,277CommonSOLE
55306N104MKSIMKS INC.$4,8670.04%30,459CommonSOLE
550021109LULULULULEMON ATHLETICA INC$4,8580.04%23,377CommonSOLE
12503M108CBOECBOE GLOBAL MARKETS INC.$4,8560.04%19,348CommonSOLE
665859104NTRSNORTHERN TRUST CORP$4,8560.04%35,554CommonSOLE
92338C103VLTOVERALTO CORP COM SHS$4,8240.03%48,346CommonSOLE
518439104ELESTEE LAUDER COMPANIES-CL A$4,8210.03%46,038CommonSOLE
817565104SCISERVICE CORP INTL COM$4,8200.03%61,818CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION COM$4,8080.03%43,567CommonSOLE
172062101CINFCINCINNATI FINL CORP COM$4,8030.03%29,411CommonSOLE
69351T106PPLPPL CORPORATION$4,7920.03%136,840CommonSOLE
29670G102WTRGESSENTIAL UTILITIES INC$4,7870.03%124,785CommonSOLE
030420103AWKAMERICAN WATER WORKS CO INC$4,7520.03%36,411CommonSOLE
33829M101FIVEFIVE BELOW$4,7520.03%25,230CommonSOLE
053484101AVBAVALONBAY COMMUNITIES INC$4,7480.03%26,186CommonSOLE
518415104LSCCLATTICE SEMICONDUCTOR CORP$4,7450.03%64,489CommonSOLE
29261A100EHCENCOMPASS HEALTH CORP$4,7330.03%44,594CommonSOLE
02376R102AALAMERICAN AIRLINES GROUP INC$4,7250.03%308,194CommonSOLE
30040W108ESEVERSOURCE ENERGY COM$4,7150.03%70,027CommonSOLE
00790R104WMSADVANCED DRAIN SYS INC DEL$4,7150.03%32,553CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$4,7110.03%25,600CommonSOLE
69047Q102OVVOVINTIV INC$4,7100.03%120,191CommonSOLE
71424F105PRPERMIAN RESOURCES CORP CLASS A COM$4,7040.03%335,253CommonSOLE
21874C102CNMCORE MAIN INC CL A COM$4,7010.03%90,450CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$4,6770.03%27,514CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$4,6470.03%121,201CommonSOLE
947890109WBSWEBSTER FINL CORP COM$4,6460.03%73,815CommonSOLE
219948106CPAYCORPAY INC COM SHS$4,6390.03%15,416CommonSOLE
G8473T100STESTERIS PLC SHS USD COM$4,6380.03%18,294CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT -A$4,6320.03%144,285CommonSOLE
941848103WATWATERS CORPORATION$4,6270.03%12,182CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP$4,6160.03%170,326CommonSOLE
370334104GISGENERAL MILLS INC.$4,6000.03%98,934CommonSOLE
03674X106ARANTERO RESOURCES CORP$4,5990.03%133,448CommonSOLE
680223104ORIOLD REP INTL CORP$4,5920.03%100,605CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$4,5880.03%70,484CommonSOLE
745867101PHMPULTEGROUP INC.$4,5880.03%39,130CommonSOLE
46284V101IRMIRON MOUNTAIN INC$4,5610.03%54,985CommonSOLE
47233W109JEFJEFFERIES FINANCIAL GROUP INC$4,5470.03%73,380CommonSOLE
682189105ONON SEMICONDUCTOR CORP COM$4,5270.03%83,604CommonSOLE
257651109DCIDONALDSON CO$4,5220.03%51,004CommonSOLE
969904101WSMWILLIAMS SONOMA INC$4,5130.03%25,271CommonSOLE
45784P101PODDINSULET CORPORATION$4,4590.03%15,689CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC COM$4,4380.03%8,689CommonSOLE
256746108DLTRDOLLAR TREE INC$4,4350.03%36,056CommonSOLE
443510607HUBBHUBBELL INCORPORATED$4,4300.03%9,974CommonSOLE
115236101BROBROWN BROWN INC$4,3940.03%55,133CommonSOLE
337932107FEFIRSTENERGY CORP$4,3820.03%97,885CommonSOLE
64110D104NTAPNETAPP INC$4,3680.03%40,786CommonSOLE
099724106BWABORGWARNER INC COM$4,3670.03%96,918CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$4,3640.03%24,188CommonSOLE
526057104LENLENNAR CORPORATION CLASS A$4,3610.03%42,421CommonSOLE
379577208GMEDGLOBUS MEDICAL INC. CLASS A$4,3470.03%49,789CommonSOLE
03852U106ARMKARAMARK$4,3390.03%117,724CommonSOLE
281020107EIXEDISON INTERNATIONAL$4,3350.03%72,219CommonSOLE
35909D109FYBRFRONTIER COMMUNICATIONS PARENT COM$4,3330.03%113,812CommonSOLE
441593100HLIHOULIHAN LOKEY INC.$4,3280.03%24,844CommonSOLE
03820C105AITAPPLIED INDUSTRIAL TECHNOLOGIES INC$4,3220.03%16,832CommonSOLE
693506107PPGPPG INDUSTRIES INC.$4,3190.03%42,154CommonSOLE
72703H101PLNTPLANET FITNESS INC. CLASS A$4,3050.03%39,684CommonSOLE
771049103RBLXROBLOX CORP CL A$4,2670.03%52,658CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$4,2470.03%10,679CommonSOLE
74144T108TROWT ROWE PRICE GROUP INC$4,2380.03%41,399CommonSOLE
49714P108KNSLKINSALE CAP GROUP INC COM$4,2210.03%10,792CommonSOLE
84472E102SSBSOUTHSTATE BK CORP COM$4,2140.03%44,776CommonSOLE
29358P101ENSGENSIGN GROUP INC$4,2120.03%24,178CommonSOLE
844741108LUVSOUTHWEST AIRLS CO COM$4,2030.03%101,690CommonSOLE
758750103RRXREGAL REXNORD CORPORATION COM$4,1990.03%29,928CommonSOLE
97650W108WTFCWINTRUST FINANCIAL CORP$4,1910.03%29,971CommonSOLE
78473E103SPXCSPX TECHNOLOGIES INC$4,1880.03%20,935CommonSOLE
025932104AFGAMERICAN FINANCIAL GROUP INC.$4,1710.03%30,514CommonSOLE
750917106RMBSRAMBUS INC$4,1660.03%45,339CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$4,1580.03%9,160CommonSOLE
277276101EGPEASTGROUP PROPERTIES$4,1560.03%23,330CommonSOLE
29476L107EQREQUITY RESIDENTIAL$4,1510.03%65,845CommonSOLE
690742101OCOWENS CORNING NEW COM$4,1450.03%37,041CommonSOLE
G76279101ROIVROIVANT SCIENCES LTD SHS COM$4,1190.03%189,804CommonSOLE
267475101DYDYCOM INDUSTRIES INC$4,1100.03%12,163CommonSOLE

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.