MondegarAI
AGF MANAGEMENT LTD

Q2 2024 · 13F-HR

AGF MANAGEMENT LTDholdings as filed

Filed 2024-08-07 · accession 0000945621-24-000619

$18.02B
Reported value
672
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 672

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA Corp.$767.9M4.26%6,215,932CommonSOLE
023135106AMZNAmazon.com Inc.$640.3M3.55%3,313,188CommonSOLE
532457108LLYEli Lilly and Co.$478.2M2.65%528,162CommonSOLE
46120E602ISRGIntuitive Surgical Inc.$391.3M2.17%879,683CommonSOLE
101137107BSXBoston Scientific Corp.$373.3M2.07%4,847,531CommonSOLE
81369Y803XLKTechnology Select Sector SPDR Fund ETF$350.7M1.95%1,550,403CommonSOLE
754730109RJFRaymond James Financial Inc.$319.0M1.77%2,580,467CommonSOLE
45866F104ICEIntercontinental Exchange Inc.$302.3M1.68%2,208,036CommonSOLE
780087102RYRoyal Bank of Canada$290.1M1.61%2,431,264CommonSOLE
891160509TDToronto-Dominion Bank$288.5M1.60%4,761,099CommonSOLE
099502106BAHBooz Allen Hamilton Holding Corp.$269.4M1.50%1,750,610CommonSOLE
594918104MSFTMicrosoft Corp.$245.9M1.36%550,196CommonSOLE
443573100HUBSHubSpot Inc.$240.2M1.33%407,292CommonSOLE
136385101CNQCanadian Natural Resources Ltd.$221.5M1.23%6,007,751CommonSOLE
03076C106AMPAmeriprise Financial Inc.$215.6M1.20%504,657CommonSOLE
422806109HEIHEICO Corp.$212.4M1.18%949,945CommonSOLE
46284V101IRMIron Mountain Inc. REIT$201.2M1.12%2,245,393CommonSOLE
74762E102QUREQuanta Services Inc.$191.7M1.06%754,310CommonSOLE
872590104TMUST-Mobile US Inc.$185.7M1.03%1,053,786CommonSOLE
21037T109CEGConstellation Energy Corp.$184.5M1.02%921,224CommonSOLE
81762P102NOWServiceNow Inc.$174.5M0.97%221,827CommonSOLE
29250N105ENBEnbridge Inc.$173.8M0.96%4,555,907CommonSOLE
922908769VTIVanguard Index Tr Stock Marke$169.0M0.94%631,759CommonSOLE
958102105WDCWestern Digital Corp.$166.9M0.93%2,202,190CommonSOLE
461202103INTUIntuit Inc.$163.4M0.91%248,585CommonSOLE
063671101BMOBank of Montreal$158.8M0.88%1,799,287CommonSOLE
74164M108PRIPrimerica Inc.$157.2M0.87%664,483CommonSOLE
775109200RCIRogers Communications Inc.$151.3M0.84%3,651,100CommonSOLE
00287Y109ABBVAbbVie Inc.$143.8M0.80%838,407CommonSOLE
81369Y209XLVSelect Sector Spdr Health Care$141.0M0.78%967,456CommonSOLE
866796105SLFSun Life Financial Inc.$135.8M0.75%2,513,349CommonSOLE
443201108HWMHowmet Aerospace Inc.$135.0M0.75%1,738,380CommonSOLE
92826C839VVisa Inc.$134.5M0.75%512,334CommonSOLE
871607107SNPSSynopsys Inc.$134.2M0.74%225,564CommonSOLE
037833100AAPLApple Inc.$131.5M0.73%624,547CommonSOLE
81369Y407XLYConsumer Discretionary Select Sector SPDR Fund ETF$131.3M0.73%719,912CommonSOLE
67077M108NTRNutrien Ltd.$128.3M0.71%2,251,649CommonSOLE
13646K108CPCanadian Pacific Kansas City Ltd.$125.1M0.69%1,586,609CommonSOLE
81369Y852XLCCommunication Services Select Sector SPDR Fund$123.2M0.68%1,438,225CommonSOLE
02079K305GOOGLAlphabet Inc.$123.1M0.68%675,592CommonSOLE
46266C105IQVIQVIA Holdings Inc.$121.4M0.67%574,143CommonSOLE
806857108SLBSchlumberger Ltd.$120.9M0.67%2,561,489CommonSOLE
50212V100LPLALPL Financial Holdings Inc.$120.7M0.67%432,278CommonSOLE
43300A203HLTHilton Worldwide Holdings Inc.$118.8M0.66%544,270CommonSOLE
867224107SUSuncor Energy Inc.$118.6M0.66%2,519,115CommonSOLE
58733R102MELIMercadoLibre Inc.$118.2M0.66%71,952CommonSOLE
G1151C101ACNAccenture PLC$117.9M0.65%388,597CommonSOLE
46625H100JPMJPMorgan Chase & Co.$114.1M0.63%564,222CommonSOLE
82509L107SHOPShopify Inc.$114.1M0.63%1,725,886CommonSOLE
94106L109WMWaste Management Inc.$111.3M0.62%521,870CommonSOLE
L8681T102SPOTSpotify Technology SA$109.5M0.61%349,031CommonSOLE
512807108LRCXEURLam Research Corp.$109.3M0.61%102,688CommonSOLE
11271J107BNBrookfield Corp.$109.0M0.61%2,613,168CommonSOLE
609207105MDLZMondelez International Inc.$105.6M0.59%1,614,123CommonSOLE
81369Y605XLFFinancial Select Sector SPDR ETF$102.8M0.57%2,500,559CommonSOLE
11135F101AVGOBroadcom Inc.$102.0M0.57%63,532CommonSOLE
046353108AZNNAstrazeneca Sp Adr (1/2 Ord)$101.7M0.56%1,303,559CommonSOLE
N00985106AERAerCap Holdings NV$99.6M0.55%1,068,447CommonSOLE
98978V103ZTSZoetis Inc.$99.4M0.55%573,472CommonSOLE
438516106HONHoneywell International Inc.$97.2M0.54%455,415CommonSOLE
87971M103TUTELUS Corp.$96.9M0.54%6,378,935CommonSOLE
872540109TJXThe TJX Cos. Inc.$93.1M0.52%845,570CommonSOLE
922908363VOOVanguard Index Fds S&P 500 Etf$91.3M0.51%182,592CommonSOLE
91324P102UNHUnitedHealth Group Inc.$90.4M0.50%177,482CommonSOLE
81369Y704XLIIndustrial Select Sector SPDR ETF$89.9M0.50%737,663CommonSOLE
666807102NOCNorthrop Grumman Corp.$88.9M0.49%203,958CommonSOLE
G16252101BIPBrookfield Infrastructure Partners LP$88.0M0.49%3,204,547CommonSOLE
478160104JNJJohnson & Johnson$87.3M0.48%597,153CommonSOLE
05464C101AXONAxon Enterprise Inc.$86.8M0.48%295,060CommonSOLE
G54950103LINLinde PLC$86.0M0.48%195,993CommonSOLE
16411R208LNGCheniere Energy Inc.$85.9M0.48%491,470CommonSOLE
136375102CNICanadian National Railway Co.$83.2M0.46%588,712CommonSOLE
654106103NKENIKE Inc.$82.6M0.46%1,096,318CommonSOLE
032654105ADIAnalog Devices Inc.$80.8M0.45%353,944CommonSOLE
921943858VEAVanguard Ftse Developed Mrkt E$78.0M0.43%1,577,989CommonSOLE
65339F101NEENextEra Energy Inc.$75.7M0.42%1,068,509CommonSOLE
437076102HDThe Home Depot Inc.$74.3M0.41%215,950CommonSOLE
969457100WMBThe Williams Cos. Inc.$74.3M0.41%1,748,366CommonSOLE
26603R106DUOLDuolingo Inc.$74.2M0.41%355,781CommonSOLE
81369Y308XLPConsumer Staples Select Sector SPDR ETF$73.7M0.41%962,293CommonSOLE
H1467J104CBChubb Ltd.$73.2M0.41%286,969CommonSOLE
387437114GRT-UCADGranite REIT$72.9M0.40%1,470,438CommonSOLE
922908637VVVanguard Index Tr Lrg Cap$71.5M0.40%286,567CommonSOLE
26856L103ELFelf Beauty Inc.$71.4M0.40%338,733CommonSOLE
00766T100ACMAECOM$70.5M0.39%799,619CommonSOLE
92204A702VGTVanguard Sector Inde Informat$70.2M0.39%121,791CommonSOLE
883556102TMOThermo Fisher Scientific Inc.$67.6M0.38%122,223CommonSOLE
911363109URIUnited Rentals Inc.$67.0M0.37%103,672CommonSOLE
45841N107IBKRInteractive Brokers Group Inc.$67.0M0.37%546,471CommonSOLE
13321L108CCJCameco Corp.$66.7M0.37%1,356,051CommonSOLE
94106B101WCNWaste Connections Inc.$65.8M0.37%374,867CommonSOLE
15135U109CVECenovus Energy Inc.$61.6M0.34%3,129,467CommonSOLE
084670702BRK/BBerkshire Hathaway Inc.$61.3M0.34%150,796CommonSOLE
718172109PMPhilip Morris International Inc.$60.5M0.34%597,024CommonSOLE
05534B760BCEBCE Inc.$60.0M0.33%1,354,413CommonSOLE
620076307MSIMotorola Solutions Inc.$59.1M0.33%152,962CommonSOLE
001055102AFLAflac Inc.$59.0M0.33%660,688CommonSOLE
773903109ROKRockwell Automation Inc.$58.0M0.32%210,774CommonSOLE
G29183103ETNEaton Corp. PLC$55.9M0.31%178,252CommonSOLE
56501R106MFCManulife Financial Corp.$51.0M0.28%1,490,961CommonSOLE
56585A102MPCMarathon Petroleum Corp.$50.3M0.28%289,885CommonSOLE
M7S64H106MNDYMonday.com Ltd.$49.9M0.28%207,416CommonSOLE
46982L108JJacobs Solutions Inc.$49.9M0.28%357,107CommonSOLE
580135101MCDMcDonald's Corp.$49.5M0.27%194,149CommonSOLE
87807B107TRPTC Energy Corp.$49.2M0.27%1,011,101CommonSOLE
008474108AEMAgnico Eagle Mines Ltd.$47.6M0.26%727,238CommonSOLE
464287101OEFIshares Tr S&P 100 Index$46.9M0.26%177,385CommonSOLE
824348106SHWThe Sherwin-Williams Co.$46.9M0.26%157,074CommonSOLE
031162100AMGNAmgen Inc.$46.6M0.26%148,984CommonSOLE
92840M102VSTVistra Corp.$45.9M0.25%534,057CommonSOLE
316092808FTECFidelity MSCI Information Technology Index ETF$45.2M0.25%263,567CommonSOLE
22160K105COSTCostco Wholesale Corp.$43.2M0.24%50,820CommonSOLE
884903808TRI4EURThomson Reuters Corp.$43.1M0.24%253,290CommonSOLE
35473P769FLINFranklin FTSE India ETF$41.4M0.23%1,038,263CommonSOLE
615369105MCOMoody's Corp.$41.3M0.23%98,072CommonSOLE
81369Y506XLEEnergy Select Sector SPDR Fund ETF$39.4M0.22%432,040CommonSOLE
113004105BAMBrookfield Asset Management Ltd.$38.7M0.22%1,015,919CommonSOLE
68389X105ORCLOracle Corp.$37.4M0.21%265,088CommonSOLE
46434V456IQLTIshares Msci Intl Quality Facto$36.6M0.20%937,043CommonSOLE
887389104TKRThe Timken Co.$36.2M0.20%452,165CommonSOLE
617446448MSMorgan Stanley$35.3M0.20%363,559CommonSOLE
92204A504VHTVanguard Sector Inde Health Ca$34.9M0.19%131,051CommonSOLE
717081103PFEPfizer Inc.$34.2M0.19%1,223,841CommonSOLE
30231G102XOMExxon Mobil Corp.$34.0M0.19%295,745CommonSOLE
G48833118WFRDWeatherford International PLC$34.0M0.19%277,268CommonSOLE
25243Q205DEODiageo P L C Sp Adr (4 Ord)$33.8M0.19%268,152CommonSOLE
45104G104IBNICICI Bank Ltd. ADR$33.5M0.19%1,163,946CommonSOLE
254687106DISWalt Disney Co.$33.3M0.19%335,785CommonSOLE
17275R102CSCOCisco Systems Inc.$31.4M0.17%661,825CommonSOLE
G51502105JCIJohnson Controls International PLC$29.3M0.16%441,383CommonSOLE
922908629VOVanguard Index Tr Mid Cap$28.8M0.16%119,105CommonSOLE
278865100ECLEcolab Inc.$26.6M0.15%111,626CommonSOLE
921908844VIGVanguard Specialized Div Apprec$26.1M0.14%143,010CommonSOLE
40412C101HCAHCA Healthcare Inc.$25.6M0.14%79,760CommonSOLE
85208M102SFMSprouts Farmers Market Inc.$25.1M0.14%299,837CommonSOLE
92537N108VRTVertiv Holdings Co.$25.0M0.14%288,965CommonSOLE
55261F104MTBM&T Bank Corp.$24.9M0.14%164,279CommonSOLE
064149107BNSBank of Nova Scotia$24.7M0.14%395,251CommonSOLE
637417106NNNNNN REIT Inc.$23.2M0.13%544,010CommonSOLE
110122108BMYBristol-Myers Squibb Co.$23.1M0.13%556,333CommonSOLE
922042775VEUVanguard Intl Equity Etf All-W$22.5M0.12%383,078CommonSOLE
032095101APHAmphenol Corp.$22.1M0.12%328,524CommonSOLE
03027X100AMTAmerican Tower Corp. REIT$21.8M0.12%112,323CommonSOLE
00217Y104ATSATS Corp.$20.6M0.11%637,132CommonSOLE
126650100CVSCVS Health Corp.$19.8M0.11%335,143CommonSOLE
456788108INFYInfosys Ltd. ADR$18.5M0.10%994,557CommonSOLE
88162G103TTEKTetra Tech Inc.$18.4M0.10%90,192CommonSOLE
316092600FHLCFidelity MSCI Health Care Index ETF$17.8M0.10%260,052CommonSOLE
191216100KOThe Coca-Cola Co.$17.8M0.10%278,945CommonSOLE
59156R108METMetLife Inc.$17.5M0.10%249,132CommonSOLE
184496107CLHClean Harbors Inc.$17.5M0.10%77,204CommonSOLE
922042874VGKVanguard Intl Eq Ind Ftse Europ$17.2M0.10%257,609CommonSOLE
001084102AGCOAGCO Corp.$17.2M0.10%175,663CommonSOLE
46434G764EMXCIshares Msci Emerging Markets$17.1M0.09%288,880CommonSOLE
316092501FNCLFidelity MSCI Financials Index ETF$17.1M0.09%294,453CommonSOLE
91913Y100VLOValero Energy Corp.$16.8M0.09%106,979CommonSOLE
316092204FDISFidelity MSCI Consumer Discretionary Index ETF$16.6M0.09%204,413CommonSOLE
87241L109TFIITFI International Inc.$16.2M0.09%111,515CommonSOLE
922908751VBVanguard Index Tr Small Cap$15.8M0.09%72,536CommonSOLE
316092873FCOMFidelity MSCI Communication Services Index ETF$15.7M0.09%300,084CommonSOLE
07831C103BRBRBellRing Brands Inc.$15.6M0.09%272,583CommonSOLE
78409V104SPGIS&P Global Inc.$15.4M0.09%34,518CommonSOLE
02079K107GOOGAlphabet Inc.$15.3M0.09%83,668CommonSOLE
453204109PIImpinj Inc.$15.2M0.08%97,160CommonSOLE
40415F101HDBHDFC Bank Ltd. ADR$15.1M0.08%235,208CommonSOLE
12532H104GIBCGI Inc.$14.8M0.08%141,139CommonSOLE
243537107DECKDeckers Outdoor Corp.$14.5M0.08%14,981CommonSOLE
35473P587FLSAFranklin FTSE Saudi Arabia ETF$14.5M0.08%418,521CommonSOLE
H2906T109GRMNGarmin Ltd.$14.4M0.08%88,479CommonSOLE
85472N109STNStantec Inc.$13.5M0.08%161,660CommonSOLE
860630102SFStifel Financial Corp.$13.5M0.07%160,196CommonSOLE
46432F339QUALIshares Trust Msci Usa Quality$13.3M0.07%77,889CommonSOLE
G8994E103TTTrane Technologies PLC$13.2M0.07%40,190CommonSOLE
194693107CIGIColliers International Group Inc.$13.1M0.07%117,644CommonSOLE
08265T208BSYBentley Systems Inc.$13.1M0.07%265,558CommonSOLE
00790R104WMSAdvanced Drainage Systems Inc.$13.1M0.07%81,499CommonSOLE
974155103WINGWingstop Inc.$13.0M0.07%30,862CommonSOLE
337738108FISVFiserv Inc.$12.9M0.07%86,803CommonSOLE
89531P105TREXTrex Co. Inc.$12.9M0.07%174,254CommonSOLE
78462F103SPYSpdr S&P 500 Etf Tr Units Ser 1 S$12.9M0.07%23,717CommonSOLE
29082A107EMBJEmbraer SA ADR$12.8M0.07%497,425CommonSOLE
98419M100XYLXylem Inc.$12.7M0.07%93,944CommonSOLE
256677105DGDollar General Corp.$12.7M0.07%96,076CommonSOLE
84265V105SCCOSouthern Copper Corp.$12.2M0.07%113,092CommonSOLE
11284V105Brookfield Renewable Corp.$11.8M0.07%411,432CommonSOLE
675232102OIIOceaneering International Inc.$11.7M0.07%495,761CommonSOLE
713448108PEPPepsiCo Inc.$11.7M0.06%70,739CommonSOLE
58506Q109MEDPMedpace Holdings Inc.$11.6M0.06%28,266CommonSOLE
387328107GVAGranite Construction Inc.$11.6M0.06%186,453CommonSOLE
35473P744FLJPFranklin FTSE Japan ETF$11.5M0.06%399,340CommonSOLE
92204A884VOXVanguard Sector Indx Telecomm$11.4M0.06%82,643CommonSOLE
316092709FIDUFidelity MSCI Industrials Index ETF$11.4M0.06%174,149CommonSOLE
41068X100HASIHannon Armstrong Sustainable Infrastructure Capital Inc.$11.2M0.06%379,923CommonSOLE
127190304CACICACI International Inc.$11.0M0.06%25,642CommonSOLE
058498106BALLBall Corp.$10.9M0.06%181,031CommonSOLE
922908736VUGVanguard Index Tr Growth$10.7M0.06%28,642CommonSOLE
81369Y100XLBMaterials Select Sector SPDR ETF$10.7M0.06%121,073CommonSOLE
632307104NTRANatera Inc.$10.7M0.06%98,554CommonSOLE
81369Y886XLUUtilities Select Sector SPDR ETF$10.3M0.06%151,453CommonSOLE
29444U700EQIXEquinix Inc. REIT$10.1M0.06%13,405CommonSOLE
518415104LSCCLattice Semiconductor Corp.$10.1M0.06%174,374CommonSOLE
907818108UNPUnion Pacific Corp.$10.1M0.06%44,558CommonSOLE
78473E103SPXCSPX Technologies Inc.$10.1M0.06%70,919CommonSOLE
464287200IVVIshares Trust Core S&P 500 Etf$10.0M0.06%18,304CommonSOLE
81369Y860XLREReal Estate Select Sector SPDR ETF$10.0M0.06%260,652CommonSOLE
20030N101CMCSAComcast Corp.$9.8M0.05%250,915CommonSOLE
92204A603VISVanguard Industrials Etf$9.7M0.05%41,255CommonSOLE
148929102CAVACava Group Inc.$9.7M0.05%104,290CommonSOLE
842587107SOThe Southern Co.$9.7M0.05%124,456CommonSOLE
922042866VPLVanguard Intl Eq Ind Pacific$9.5M0.05%128,155CommonSOLE
26441C204DUKDuke Energy Corp.$9.1M0.05%91,269CommonSOLE
78467Y107MDYSpdr S&P Midcap 400 Etf Trutser$9.1M0.05%17,062CommonSOLE
253868103DLRDigital Realty Trust Inc. REIT$9.1M0.05%59,540CommonSOLE
09857L108BKNGBooking Holdings Inc.$8.9M0.05%2,246CommonSOLE
750491102RDNTRadNet Inc.$8.8M0.05%149,240CommonSOLE
46090E103QQQInvesco Qqq Tr Series 1$8.7M0.05%18,237CommonSOLE
012653101ALBAlbemarle Corp.$8.7M0.05%90,781CommonSOLE
49456B101KMIKinder Morgan Inc.$8.5M0.05%425,815CommonSOLE
20717M1038QRConfluent Inc.$8.3M0.05%282,526CommonSOLE
743315103PGRThe Progressive Corp.$8.2M0.05%39,477CommonSOLE
38141G104GSThe Goldman Sachs Group Inc.$8.2M0.05%18,065CommonSOLE
060505104BACBank of America Corp.$8.1M0.04%203,641CommonSOLE
26614N102DDDupont De Nemours Inc.$7.9M0.04%97,769CommonSOLE
88642R109TDWTidewater Inc.$7.7M0.04%81,127CommonSOLE
26969P108EXPEagle Materials Inc.$7.7M0.04%35,211CommonSOLE
05965X109BSACBanco Santander Chile ADR$7.6M0.04%402,781CommonSOLE
496902404KGCKinross Gold Corp.$7.6M0.04%907,437CommonSOLE
629377508NRGNRG Energy Inc.$7.4M0.04%94,626CommonSOLE
88031M109TSTenaris SA ADR$7.4M0.04%241,327CommonSOLE
249906108DSGXThe Descartes Systems Group Inc.$7.2M0.04%74,077CommonSOLE
448579102HHyatt Hotels Corp.$7.1M0.04%46,726CommonSOLE
882508104TXNTexas Instruments Inc.$6.9M0.04%35,493CommonSOLE
559222401MGAMagna International Inc.$6.8M0.04%163,112CommonSOLE
74340W103PLDPrologis Inc. REIT$6.7M0.04%59,952CommonSOLE
025816109AXPAmerican Express Co.$6.7M0.04%28,822CommonSOLE
878742204TECKTeck Resources Ltd.$6.5M0.04%134,938CommonSOLE
46432F842IEFAIshares Core Msci Eafe Etf$6.5M0.04%88,861CommonSOLE
252131107DXCMDexCom Inc.$6.4M0.04%56,753CommonSOLE
78377T107RHPRyman Hospitality Properties Inc. REIT$6.4M0.04%64,306CommonSOLE
25179M103DVNDevon Energy Corp.$6.4M0.04%135,150CommonSOLE
962879102WPMWheaton Precious Metals Corp.$6.4M0.04%121,513CommonSOLE
79589L106IOTSamsara Inc.$6.3M0.04%188,140CommonSOLE
922908744VTVVanguard Index Tr Value$6.3M0.04%39,372CommonSOLE
74967X103RHRH$6.3M0.04%25,825CommonSOLE
446413106HIIHuntington Ingalls Industries Inc.$6.3M0.03%25,586CommonSOLE
59151K108MEOHMethanex Corp.$6.3M0.03%129,857CommonSOLE
25278X109FANGDiamondback Energy Inc.$6.3M0.03%31,272CommonSOLE
95040Q104WELLWelltower Inc. REIT$6.2M0.03%59,684CommonSOLE
92206C409VCSHVanguard Short-Term Corp$6.0M0.03%77,600CommonSOLE
74935Q107RBARB Global Inc.$6.0M0.03%78,489CommonSOLE
336433107FSLRFirst Solar Inc.$5.9M0.03%26,234CommonSOLE
952845105WFGWest Fraser Timber Co. Ltd.$5.9M0.03%76,901CommonSOLE
58933Y105MRKMerck & Co. Inc.$5.9M0.03%47,581CommonSOLE
922908611VBRVanguard Index Tr Small Cap Va$5.9M0.03%32,155CommonSOLE
921946406VYMVanguard Whitehall F Etf High$5.7M0.03%48,055CommonSOLE
12572Q105CMECME Group Inc.$5.7M0.03%28,928CommonSOLE
399473AF4GRPN 1.125 03/15/26Groupon Inc.$5.3M0.03%6,250,000CommonSOLE
816851109SRESempra Energy$5.3M0.03%69,752CommonSOLE
166764100CVXChevron Corp.$5.2M0.03%33,359CommonSOLE
025537101AEPAmern Elec Pwr Inc Common$5.2M0.03%59,391CommonSOLE
78463V107GLDSPDR Gold Shares$5.1M0.03%23,630CommonSOLE
316092402FENYFidelity MSCI Energy Index ETF$5.1M0.03%201,588CommonSOLE
682680103OKEONEOK Inc.$5.0M0.03%61,006CommonSOLE
060505682BAC 7.25 PERP LBank of America Corp. Preferred$4.9M0.03%4,100CommonSOLE
493267108KEYKeyCorp$4.8M0.03%340,349CommonSOLE
30303M102METAMeta Platforms Inc.$4.8M0.03%9,503CommonSOLE
G6095L109Aptiv PLC$4.6M0.03%65,875CommonSOLE
687793109OSCROscar Health Inc.$4.5M0.02%282,660CommonSOLE
00206R102TAT&T Inc.$4.4M0.02%232,806CommonSOLE
294429105EFXEquifax Inc.$4.4M0.02%18,019CommonSOLE
46137V357RSPInvesco S&P 500 Equal Wtf Etf$4.3M0.02%26,468CommonSOLE
136069101CMCanadian Imperial Bank of Commerce$4.2M0.02%82,705CommonSOLE
464287465EFAIshares Msci Eafe Etf$4.0M0.02%51,101CommonSOLE
316092303FSTAFidelity MSCI Consumer Staples Index ETF$4.0M0.02%83,589CommonSOLE
78410G104SBACSBA Communications Corp. REIT$3.8M0.02%19,597CommonSOLE
053015103ADPAutomatic Data Processing Inc.$3.8M0.02%16,107CommonSOLE
571748102MRSHMarsh and McLennan Cos. Inc.$3.8M0.02%17,836CommonSOLE
036752103ELVElevance Health Inc.$3.7M0.02%6,744CommonSOLE
921937827BSVVanguard Bd Index Fd Etf Short$3.6M0.02%46,760CommonSOLE
464287507IJHIshares Trust Core S&P Mid-Cap$3.5M0.02%60,550CommonSOLE
20825C104COPConocoPhillips$3.5M0.02%30,886CommonSOLE
925652109VICIVICI Properties Inc. REIT$3.4M0.02%119,901CommonSOLE
12503M108CBOECBOE Global Markets Inc.$3.4M0.02%20,064CommonSOLE
053332102AZOAutoZone Inc.$3.4M0.02%1,149CommonSOLE
126408103CSXCSX Corp.$3.4M0.02%101,343CommonSOLE
H11356104BGBunge Global SA$3.4M0.02%31,416CommonSOLE
539830109LMTLockheed Martin Corp.$3.4M0.02%7,180CommonSOLE
75513E101RTXRtx Corporation$3.3M0.02%33,332CommonSOLE
803607100SRPTSarepta Therapeutics Inc.$3.3M0.02%20,940CommonSOLE
64110D104NTAPNetApp Inc.$3.2M0.02%25,104CommonSOLE
36168Q104GFLGFL Environmental Inc.$3.2M0.02%83,007CommonSOLE
92343V104VZVerizon Communications Inc.$3.2M0.02%78,190CommonSOLE
922042858VWOVanguard Ftse Emerging Market$3.2M0.02%73,098CommonSOLE
030420103AWKAmerican Water Works Co. Inc.$3.2M0.02%24,668CommonSOLE
29664WAB1ESPR 4 11/15/25Esperion Therapeutics Inc.$3.2M0.02%3,420,000CommonSOLE
92939U106WECWEC Energy Group Inc.$3.1M0.02%39,976CommonSOLE
053484101AVBAvalonBay Communities Inc. REIT$3.1M0.02%15,068CommonSOLE
92345Y106VRSKVerisk Analytics Inc.$3.1M0.02%11,480CommonSOLE
03073E105CORCencora Inc.$3.1M0.02%13,696CommonSOLE
30040W108ESEversource Energy$3.1M0.02%54,330CommonSOLE
127387108CDNSCadence Design Systems Inc.$3.1M0.02%9,977CommonSOLE
87266JAB0TPIC 5.25 03/15/28TPI Composites Inc.$3.1M0.02%5,918,000CommonSOLE
05988JAD5BAND 0.5 04/01/28Bandwidth Inc.$3.1M0.02%4,091,000CommonSOLE
35137L105FOXAFox Corp.$3.0M0.02%88,474CommonSOLE
57636Q104MAMastercard Inc.$3.0M0.02%6,840CommonSOLE
172967424CCitigroup Inc.$3.0M0.02%47,344CommonSOLE
69047Q102OVVOvintiv Inc.$3.0M0.02%63,792CommonSOLE
651639106NEMNewmont Corp.$3.0M0.02%71,360CommonSOLE
281020107EIXEdison International$3.0M0.02%41,560CommonSOLE
172062101CINFCincinnati Financial Corp.$3.0M0.02%25,040CommonSOLE
88262P102TPLTexas Pacific Land Corp.$3.0M0.02%4,025CommonSOLE
34959E109FTNTFortinet Inc.$2.9M0.02%48,860CommonSOLE
084423102WRBW. R. Berkley Corp.$2.9M0.02%37,132CommonSOLE
369550108GDGeneral Dynamics Corp.$2.9M0.02%10,050CommonSOLE
92204A108VCRVanguard Sector Inde Consume$2.9M0.02%9,297CommonSOLE
03769M304APO 6.75 07/31/26Apollo Global Management Inc. Preferred$2.9M0.02%44,000CommonSOLE
33767E202FSVFirstService Corp.$2.9M0.02%18,927CommonSOLE
681116109OLLIOllie's Bargain Outlet Holdings Inc.$2.9M0.02%29,245CommonSOLE
209115104EDConsolidated Edison Inc.$2.8M0.02%31,751CommonSOLE
387328AD9GVA 3.75 05/15/28Granite Construction Inc.$2.8M0.02%1,950,000CommonSOLE
125523100CIThe Cigna Group$2.8M0.02%8,543CommonSOLE
682189105ONON Semiconductor Corp.$2.8M0.02%40,538CommonSOLE
501044101KRThe Kroger Co.$2.8M0.02%55,377CommonSOLE
444859102HUMHumana Inc.$2.8M0.02%7,382CommonSOLE
125269100CFCF Industries Holdings Inc.$2.7M0.02%37,090CommonSOLE
949746804WFC 7.5 PERP LWells Fargo & Co. Preferred$2.7M0.02%2,300CommonSOLE
09857LAN8BKNG 0.75 05/01/25Booking Holdings Inc.$2.7M0.02%1,300,000CommonSOLE
92686J106VKTXViking Therapeutics Inc.$2.7M0.02%51,449CommonSOLE
931142103WMTWalmart Inc.$2.7M0.02%40,053CommonSOLE
459200101IBMInternational Business Machines Corp.$2.7M0.02%15,660CommonSOLE
015271109AREAlexandria Real Estate Equities Inc. REIT$2.7M0.01%22,962CommonSOLE
70959W103PAGPenske Automotive Group Inc.$2.7M0.01%17,976CommonSOLE
500754106KHCThe Kraft Heinz Co.$2.7M0.01%82,808CommonSOLE
40171V100GWREGuidewire Software Inc.$2.7M0.01%19,310CommonSOLE
15135B101CNCCentene Corp.$2.7M0.01%40,016CommonSOLE
98423FAB5XMTR 1 02/01/27Xometry Inc.$2.6M0.01%3,500,000CommonSOLE
64110L106NFLXNetflix Inc.$2.6M0.01%3,872CommonSOLE
093671105HRBH&R Block Inc.$2.6M0.01%48,045CommonSOLE
009158106APDAir Products and Chemicals Inc.$2.6M0.01%10,077CommonSOLE
780153BQ4RCL 6 08/15/25Royal Caribbean Cruises Ltd.$2.6M0.01%800,000CommonSOLE
681936100OHIOmega Healthcare Investors Inc. REIT$2.6M0.01%75,150CommonSOLE
09061G101BMRNBioMarin Pharmaceutical Inc.$2.6M0.01%31,130CommonSOLE
169656105CMGChipotle Mexican Grill Inc.$2.6M0.01%40,875CommonSOLE
053807103AVTAvnet Inc.$2.6M0.01%49,537CommonSOLE
918204108VFCVF Corp.$2.5M0.01%188,665CommonSOLE
375558103GILDGilead Sciences Inc.$2.5M0.01%37,025CommonSOLE
G3223R108EGEverest Group Ltd.$2.5M0.01%6,664CommonSOLE
219350105GLWCorning Inc.$2.5M0.01%65,215CommonSOLE
42226A107HQYHealthEquity Inc.$2.5M0.01%29,245CommonSOLE
78573L106SBRASabra Health Care REIT Inc.$2.5M0.01%163,445CommonSOLE
464287150ITOTIshares Trust Core S&P Total Us$2.5M0.01%21,185CommonSOLE
35138V102FOXFFox Factory Holding Corp.$2.5M0.01%52,070CommonSOLE
760759100RSGRepublic Services Inc.$2.5M0.01%12,890CommonSOLE
00857U107agilon health Inc.$2.5M0.01%381,915CommonSOLE
05605H100BWXTBWX Technologies Inc.$2.5M0.01%26,290CommonSOLE
92189F437ANGLVaneck Fallen Angel Hi Yld Bond$2.5M0.01%88,200CommonSOLE
29476L107EQREquity Residential REIT$2.5M0.01%35,970CommonSOLE
169905106CHHChoice Hotels International Inc.$2.5M0.01%20,940CommonSOLE
G61188127LBTYKLiberty Global Ltd.$2.5M0.01%139,550CommonSOLE
78351F107RYANRyan Specialty Holdings Inc.$2.5M0.01%42,950CommonSOLE
29472R108ELSEquity LifeStyle Properties Inc. REIT$2.5M0.01%38,110CommonSOLE
92343E102VRSNVeriSign Inc.$2.5M0.01%13,960CommonSOLE
48203R104JNPJuniper Networks Inc.$2.5M0.01%67,915CommonSOLE
76954AAB9RIVN 4.625 03/15/29Rivian Automotive Inc.$2.5M0.01%2,550,000CommonSOLE
40434L105HPQHP Inc.$2.5M0.01%70,310CommonSOLE
98311A105WHWyndham Hotels and Resorts Inc.$2.5M0.01%33,270CommonSOLE
22002T108CDPCOPT Defense Properties REIT$2.5M0.01%98,230CommonSOLE
277432100EMNEastman Chemical Co.$2.5M0.01%25,040CommonSOLE
775711104ROLRollins Inc.$2.4M0.01%50,185CommonSOLE
12541W209CHRWCH Robinson Worldwide Inc.$2.4M0.01%27,689CommonSOLE
G0403H108AONAon PLC$2.4M0.01%8,305CommonSOLE
742718109PGThe Procter & Gamble Co.$2.4M0.01%14,750CommonSOLE
88554DAD8DDD 0 11/15/263D Systems Corp.$2.4M0.01%3,000,000CommonSOLE
008492100ADCAgree Realty Corp. REIT$2.4M0.01%39,180CommonSOLE
595112103MUMicron Technology Inc.$2.4M0.01%18,449CommonSOLE
89422GAA5TVTX 2.25 03/01/29Travere Therapeutics Inc.$2.4M0.01%3,750,000CommonSOLE
553498106MSAMSA Safety Inc.$2.4M0.01%12,890CommonSOLE
776696106ROPRoper Technologies Inc.$2.4M0.01%4,280CommonSOLE
550021109LULULululemon Athletica Inc.$2.4M0.01%8,050CommonSOLE
315616102FFIVF5 Inc.$2.4M0.01%13,960CommonSOLE
36467J108GLPIGaming and Leisure Properties Inc. REIT$2.4M0.01%53,140CommonSOLE
115236101BROBrown & Brown Inc.$2.4M0.01%26,850CommonSOLE
237194105DRIDarden Restaurants Inc.$2.4M0.01%15,845CommonSOLE
912909108USX1United States Steel Corp.$2.4M0.01%63,330CommonSOLE
626755102MUSAMurphy USA Inc.$2.4M0.01%5,095CommonSOLE
018802108LNTAlliant Energy Corp.$2.4M0.01%46,975CommonSOLE
G96629103WTWWillis Towers Watson PLC$2.4M0.01%9,120CommonSOLE
134429109CPBCampbell Soup Co.$2.4M0.01%52,885CommonSOLE
697435AF2PANW 0.375 06/01/25Palo Alto Networks Inc.$2.4M0.01%700,000CommonSOLE
756109104ORealty Income Corp. REIT$2.4M0.01%45,090CommonSOLE
90384S303ULTAUlta Beauty Inc.$2.4M0.01%6,165CommonSOLE
192446102CTSHCognizant Technology Solutions Corp.$2.4M0.01%34,900CommonSOLE
302941109FCNFTI Consulting Inc.$2.4M0.01%11,005CommonSOLE
G01767105ALKSAlkermes PLC$2.4M0.01%98,230CommonSOLE
988498101YUMYum! Brands Inc.$2.4M0.01%17,834CommonSOLE
05550J101BJBJ's Wholesale Club Holdings Inc.$2.4M0.01%26,850CommonSOLE
29260Y1090C3Endeavor Group Holdings Inc.$2.4M0.01%87,225CommonSOLE
882681109TXRHTexas Roadhouse Inc.$2.4M0.01%13,705CommonSOLE
695156109PKGPackaging Corp. of America$2.4M0.01%12,890CommonSOLE
G02602103DOXAmdocs Ltd.$2.4M0.01%29,805CommonSOLE
58155Q103MCKMcKesson Corp.$2.4M0.01%4,025CommonSOLE
674599105OXYOccidental Petroleum Corp.$2.4M0.01%37,295CommonSOLE
023608102AEEAmeren Corp.$2.3M0.01%33,015CommonSOLE
540424108LLoews Corp.$2.3M0.01%31,385CommonSOLE
816300107SIGISelective Insurance Group Inc.$2.3M0.01%24,965CommonSOLE
G0692U109AXSAxis Capital Holdings Ltd.$2.3M0.01%33,015CommonSOLE
69349H107TXNMPNM Resources Inc.$2.3M0.01%63,075CommonSOLE
G0450A105ACGLArch Capital Group Ltd.$2.3M0.01%23,080CommonSOLE
031100100AMEAMETEK Inc.$2.3M0.01%13,960CommonSOLE
224441105CXTCrane NXT Co.$2.3M0.01%37,855CommonSOLE
04621X108AIZAssurant Inc.$2.3M0.01%13,960CommonSOLE
416515104HIGThe Hartford Financial Services Group Inc.$2.3M0.01%23,080CommonSOLE
G0250X107AMCRAmcor PLC$2.3M0.01%236,965CommonSOLE
531229755FWONKLiberty Media Corp.-Liberty Formula One$2.3M0.01%32,259CommonSOLE
552690109MDUMDU Resources Group Inc.$2.3M0.01%92,320CommonSOLE
833034101SNASnap-On Inc.$2.3M0.01%8,865CommonSOLE
25659T107DLBDolby Laboratories Inc.$2.3M0.01%29,245CommonSOLE
723484101PNWPinnacle West Capital Corp.$2.3M0.01%30,315CommonSOLE
74834L100DGXQuest Diagnostics Inc.$2.3M0.01%16,915CommonSOLE
680223104ORIOld Republic International Corp.$2.3M0.01%74,895CommonSOLE
171340102CHDChurch & Dwight Co. Inc.$2.3M0.01%22,265CommonSOLE
98389B100XELXcel Energy Inc.$2.3M0.01%43,205CommonSOLE
883203101TXTTextron Inc.$2.3M0.01%26,850CommonSOLE
26210C104DBXDropbox Inc.$2.3M0.01%102,255CommonSOLE
067901108ABXBarrick Gold Corp.$2.3M0.01%124,782CommonSOLE
95058W100WENThe Wendy's Co.$2.3M0.01%135,270CommonSOLE
879360105TDYTeledyne Technologies Inc.$2.3M0.01%5,910CommonSOLE
064058100BKBank of New York Mellon Corp.$2.3M0.01%38,210CommonSOLE
257651109DCIDonaldson Co. Inc.$2.3M0.01%31,945CommonSOLE
12514G108CDWCDW Corp.$2.3M0.01%10,190CommonSOLE
G7496G103RNRRenaissanceRe Holdings Ltd.$2.3M0.01%10,190CommonSOLE
92936U109WPCWP Carey Inc. REIT$2.3M0.01%41,320CommonSOLE
22052L104CTVACorteva Inc.$2.3M0.01%42,135CommonSOLE
34354P105FLSFlowserve Corp.$2.3M0.01%47,230CommonSOLE
343498101FLOFlowers Foods Inc.$2.3M0.01%102,255CommonSOLE
020002101ALLThe Allstate Corp.$2.3M0.01%14,215CommonSOLE
626717102MURMurphy Oil Corp.$2.3M0.01%55,025CommonSOLE
125896100CMSCMS Energy Corp.$2.3M0.01%38,110CommonSOLE
749607107RLIRLI Corp.$2.3M0.01%16,100CommonSOLE
91529Y106UNMUnum Group$2.3M0.01%44,275CommonSOLE
372460105GPCGenuine Parts Co.$2.3M0.01%16,355CommonSOLE
67103H107ORLYO'Reilly Automotive Inc.$2.3M0.01%2,140CommonSOLE
759351604RGAReinsurance Group of America Inc.$2.3M0.01%11,005CommonSOLE
410867105THGThe Hanover Insurance Group Inc.$2.3M0.01%17,985CommonSOLE
48242W106KBRKBR Inc.$2.3M0.01%35,155CommonSOLE
87901J105TGNATegna Inc.$2.3M0.01%161,560CommonSOLE
231561101CWCurtiss-Wright Corp.$2.3M0.01%8,305CommonSOLE
693718108PCARPACCAR Inc.$2.2M0.01%21,755CommonSOLE
443573AD2HUBS 0.375 06/01/25HubSpot Inc.$2.2M0.01%1,075,000CommonSOLE
89417E109TRVThe Travelers Cos. Inc.$2.2M0.01%11,005CommonSOLE
29530P102ERIEErie Indemnity Co.$2.2M0.01%6,165CommonSOLE
370334104GISGeneral Mills Inc.$2.2M0.01%35,155CommonSOLE
464287234EEMIshares Emerg Mkts Etf$2.2M0.01%52,185CommonSOLE
651587107NEUNewMarket Corp.$2.2M0.01%4,280CommonSOLE
00191U102EFORASGN Inc.$2.2M0.01%24,965CommonSOLE
896288107TNETTriNet Group Inc.$2.2M0.01%22,010CommonSOLE
61945C103MOSThe Mosaic Co.$2.2M0.01%76,150CommonSOLE
747525103QCOMQUALCOMM Inc.$2.2M0.01%11,042CommonSOLE
235851102DHRDanaher Corp.$2.2M0.01%8,775CommonSOLE
26441CBY0DUK 4.125 04/15/26Duke Energy Corp.$2.2M0.01%2,200,000CommonSOLE
464287804IJRIshares Tr Core S&P Small-Cap$2.2M0.01%20,511CommonSOLE
29109X106AZPN1USDAspen Technology Inc.$2.2M0.01%11,005CommonSOLE
16359R103CHEChemed Corp.$2.2M0.01%4,025CommonSOLE
12510Q100CCCCCC Intelligent Solutions Holdings Inc.$2.2M0.01%196,460CommonSOLE
892356106TSCOTractor Supply Co.$2.2M0.01%8,050CommonSOLE
56418H100MANManpowerGroup Inc.$2.2M0.01%31,130CommonSOLE
60855R100MOHMolina Healthcare Inc.$2.2M0.01%7,235CommonSOLE
553530106MSMMSC Industrial Direct Co. Inc.$2.1M0.01%27,105CommonSOLE
42809H107HESHess Corp.$2.1M0.01%14,513CommonSOLE
302491303FMCFMC Corp.$2.1M0.01%37,040CommonSOLE
827048109SLGNSilgan Holdings Inc.$2.1M0.01%50,185CommonSOLE
516544AB9LNTH 2.625 12/15/27Lantheus Holdings Inc.$2.1M0.01%1,700,000CommonSOLE
G8060N102STSensata Technologies Holding PLC$2.1M0.01%56,095CommonSOLE
570535104MKLMarkel Group Inc.$2.1M0.01%1,325CommonSOLE
33768G107FCFSFirstCash Holdings Inc.$2.1M0.01%19,870CommonSOLE
852066208SIISprott Inc.$2.1M0.01%50,107CommonSOLE
87162W100SNXTD SYNNEX Corp.$2.1M0.01%17,985CommonSOLE
009066AB7ABNB 0 03/15/26Airbnb Inc.$2.1M0.01%2,250,000CommonSOLE
19249HAB9Coherus Biosciences Inc.$2.0M0.01%2,800,000CommonSOLE
78468R796SPYXSpdr Series Trust Sp500 Fossil F$2.0M0.01%45,550CommonSOLE
65290E101NXTNEXTracker Inc.$2.0M0.01%43,289CommonSOLE
808625107SAICScience Applications International Corp.$2.0M0.01%17,170CommonSOLE
70432V102PAYCPaycom Software Inc.$2.0M0.01%13,960CommonSOLE
44107P104HSTHost Hotels & Resorts Inc. REIT$2.0M0.01%110,189CommonSOLE
459506101IFFInternational Flavors & Fragrances Inc.$2.0M0.01%20,549CommonSOLE
G9618E107WTMWhite Mountains Insurance Group Ltd.$1.9M0.01%1,070CommonSOLE
33829M101FIVEFive Below Inc.$1.9M0.01%17,730CommonSOLE
044186104ASHAshland Inc.$1.9M0.01%20,309CommonSOLE
37045V100GMGeneral Motors Co.$1.9M0.01%40,614CommonSOLE
358039AB1FRPT 3 04/01/28Freshpet Inc.$1.9M0.01%950,000CommonSOLE
05464CAB7AXON 0.5 12/15/27Axon Enterprise Inc.$1.9M0.01%1,350,000CommonSOLE
15136AAA0Permian Resources Operating LLC$1.8M0.01%650,000CommonSOLE
01741RAK8ATI 3.5 06/15/25ATI Inc.$1.8M0.01%500,000CommonSOLE
G25508105CRHCRH PLC$1.8M0.01%23,846CommonSOLE
291011104EMREmerson Electric Co.$1.8M0.01%16,226CommonSOLE
53680QAA6LARCN 1.75 01/15/27Lithium Americas Corp.$1.8M0.01%2,340,000CommonSOLE
81141RAG5SEALTD 0.25 09/15/26Sea Ltd.$1.7M0.01%2,000,000CommonSOLE
40051E202ASRGrupo Aeroportuario del Sureste SAB de CV ADR$1.7M0.01%5,771CommonSOLE
464287879IJSIshares Sp Smcp600Vl Etf$1.7M0.01%17,750CommonSOLE
828806109SPGSimon Property Group Inc. REIT$1.7M0.01%11,291CommonSOLE

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.