MondegarAI
AGF MANAGEMENT LTD

Q3 2024 · 13F-HR

AGF MANAGEMENT LTDholdings as filed

Filed 2024-11-12 · accession 0000945621-24-000910

$19.75B
Reported value
663
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 663

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA Corp.$771.1M3.91%6,349,737CommonSOLE
023135106AMZNAmazon.com Inc.$629.7M3.19%3,379,635CommonSOLE
532457108LLYEli Lilly and Co.$510.3M2.58%575,953CommonSOLE
46120E602ISRGIntuitive Surgical Inc.$428.7M2.17%872,636CommonSOLE
101137107BSXBoston Scientific Corp.$412.1M2.09%4,917,121CommonSOLE
891160509TDToronto-Dominion Bank$352.4M1.78%5,098,352CommonSOLE
81369Y803XLKTechnology Select Sector SPDR Fund ETF$336.7M1.71%1,491,576CommonSOLE
45866F104ICEIntercontinental Exchange Inc.$335.5M1.70%2,088,447CommonSOLE
754730109RJFRaymond James Financial Inc.$319.8M1.62%2,611,163CommonSOLE
780087102RYRoyal Bank of Canada$317.0M1.61%2,258,380CommonSOLE
099502106BAHBooz Allen Hamilton Holding Corp.$288.6M1.46%1,772,872CommonSOLE
46284V101IRMIron Mountain Inc. REIT$264.4M1.34%2,224,856CommonSOLE
422806109HEIHEICO Corp.$252.4M1.28%965,441CommonSOLE
136385101CNQCanadian Natural Resources Ltd.$243.7M1.23%7,137,381CommonSOLE
21037T109CEGConstellation Energy Corp.$243.4M1.23%936,192CommonSOLE
03076C106AMPAmeriprise Financial Inc.$238.9M1.21%508,602CommonSOLE
594918104MSFTMicrosoft Corp.$231.4M1.17%537,853CommonSOLE
74762E102QUREQuanta Services Inc.$230.2M1.17%772,074CommonSOLE
443573100HUBSHubSpot Inc.$220.3M1.12%414,414CommonSOLE
872590104TMUST-Mobile Us Inc Common$216.4M1.10%1,048,794CommonSOLE
29250N105ENBEnbridge Inc.$208.7M1.06%4,820,142CommonSOLE
81762P102NOWServiceNow Inc.$199.9M1.01%223,487CommonSOLE
92826C839VVisa Inc.$188.8M0.96%686,512CommonSOLE
922908769VTIVanguard Index Tr Stock Marke$179.7M0.91%634,507CommonSOLE
74164M108PRIPrimerica Inc.$177.2M0.90%668,251CommonSOLE
443201108HWMHowmet Aerospace Inc.$175.6M0.89%1,752,028CommonSOLE
11135F101AVGOBroadcom Inc.$168.1M0.85%974,228CommonSOLE
461202103INTUIntuit Inc.$164.5M0.83%264,905CommonSOLE
512807108LRCXEURLam Research Corp.$155.3M0.79%190,272CommonSOLE
867224107SUSuncor Energy Inc.$154.7M0.78%3,626,049CommonSOLE
58733R102MELIMercadoLibre Inc.$152.7M0.77%74,403CommonSOLE
958102105WDCWestern Digital Corp.$152.2M0.77%2,228,846CommonSOLE
063671101BMOBank of Montreal$152.1M0.77%1,595,709CommonSOLE
00287Y109ABBVAbbVie Inc.$151.5M0.77%767,154CommonSOLE
81369Y209XLVSelect Sector Spdr Health Care$141.8M0.72%920,767CommonSOLE
67077M108NTRNutrien Ltd.$139.2M0.70%2,628,896CommonSOLE
866796105SLFSun Life Financial Inc.$138.1M0.70%2,134,056CommonSOLE
81369Y605XLFFinancial Select Sector SPDR ETF$137.3M0.70%3,029,730CommonSOLE
46266C105IQVIQVIA Holdings Inc.$136.4M0.69%575,585CommonSOLE
L8681T102SPOTSpotify Technology SA$130.9M0.66%355,117CommonSOLE
82509L107SHOPShopify Inc.$124.5M0.63%1,552,725CommonSOLE
775109200RCIRogers Communications Inc.$124.3M0.63%2,662,095CommonSOLE
81369Y852XLCCommunication Services Select Sector SPDR Fund$123.7M0.63%1,368,863CommonSOLE
43300A203HLTHilton Worldwide Holdings Inc.$123.7M0.63%536,526CommonSOLE
871607107SNPSSynopsys Inc.$119.5M0.61%235,975CommonSOLE
05464C101AXONAxon Enterprise Inc.$118.7M0.60%297,145CommonSOLE
609207105MDLZMondelez International Inc.$118.3M0.60%1,606,086CommonSOLE
46625H100JPMJPMorgan Chase & Co.$116.7M0.59%553,435CommonSOLE
02079K305GOOGLAlphabet Inc.$116.1M0.59%699,926CommonSOLE
13646K108CPCanadian Pacific Kansas City Ltd.$116.0M0.59%1,355,111CommonSOLE
11271J107BNBrookfield Corp.$115.6M0.59%2,168,017CommonSOLE
G29183103ETNEaton Corp. PLC$111.8M0.57%337,305CommonSOLE
037833100AAPLApple Inc.$109.6M0.56%470,564CommonSOLE
806857108SLBSchlumberger Ltd.$108.6M0.55%2,588,484CommonSOLE
G16252101BIPBrookfield Infr Prtr Unit$108.1M0.55%3,078,678CommonSOLE
94106L109WMWaste Management Inc.$105.8M0.54%509,599CommonSOLE
13321L108CCJCameco Corp.$105.1M0.53%2,199,967CommonSOLE
046353108AZNNAstraZeneca PLC ADR$104.4M0.53%1,340,115CommonSOLE
50212V100LPLALPL Financial Holdings Inc.$104.1M0.53%447,510CommonSOLE
N00985106AERAerCap Holdings NV$103.9M0.53%1,096,782CommonSOLE
26603R106DUOLDuolingo Inc.$102.1M0.52%361,909CommonSOLE
883556102TMOThermo Fisher Scientific Inc.$101.0M0.51%163,230CommonSOLE
316092808FTECFidelity MSCI Information Technology Index ETF$100.3M0.51%574,829CommonSOLE
922908363VOOVanguard Index Fds S&P 500 Etf$100.2M0.51%189,871CommonSOLE
032654105ADIAnalog Devices Inc.$99.2M0.50%430,956CommonSOLE
98978V103ZTSZoetis Inc.$98.5M0.50%504,097CommonSOLE
136375102CNICanadian National Railway Co.$98.5M0.50%727,053CommonSOLE
872540109TJXThe TJX Cos. Inc.$98.0M0.50%833,975CommonSOLE
478160104JNJJohnson & Johnson$97.2M0.49%599,741CommonSOLE
G54950103LINLinde PLC$95.3M0.48%199,928CommonSOLE
81369Y704XLIIndustrial Select Sector SPDR ETF$95.1M0.48%701,968CommonSOLE
438516106HONHoneywell International Inc.$93.4M0.47%451,788CommonSOLE
666807102NOCNorthrop Grumman Corp.$90.5M0.46%171,415CommonSOLE
00766T100ACMAECOM$89.5M0.45%866,233CommonSOLE
16411R208LNGCheniere Energy Inc.$89.0M0.45%495,114CommonSOLE
387437114GRT-UCADGranite REIT$86.6M0.44%1,434,062CommonSOLE
911363109URIUnited Rentals Inc.$84.0M0.43%103,727CommonSOLE
437076102HDThe Home Depot Inc.$83.5M0.42%206,144CommonSOLE
921943858VEAVanguard Ftse Developed Mrkt E$83.1M0.42%1,574,197CommonSOLE
H1467J104CBChubb Ltd.$82.1M0.42%284,727CommonSOLE
81369Y407XLYConsumer Discretionary Select Sector SPDR Fund ETF$79.9M0.40%398,682CommonSOLE
45841N107IBKRInteractive Brokers Group Inc.$79.4M0.40%569,893CommonSOLE
654106103NKENIKE Inc.$78.8M0.40%891,312CommonSOLE
969457100WMBThe Williams Cos. Inc.$76.9M0.39%1,685,634CommonSOLE
81369Y308XLPConsumer Staples Select Sector SPDR ETF$76.0M0.38%915,709CommonSOLE
922908637VVVanguard Index Tr Lrg Cap$75.3M0.38%285,871CommonSOLE
001055102AFLAflac Inc.$72.6M0.37%648,936CommonSOLE
92204A702VGTVanguard Sector Inde Informat$71.5M0.36%121,838CommonSOLE
78468R663BILSPDR Bloomberg 1-3 Month T-Bill ETF$71.3M0.36%776,527CommonSOLE
718172109PMPhilip Morris International Inc.$71.1M0.36%585,880CommonSOLE
G1151C101ACNAccenture PLC$69.4M0.35%196,381CommonSOLE
620076307MSIMotorola Solutions Inc.$69.0M0.35%153,368CommonSOLE
113004105BAMBrookfield Asset Management Ltd.$68.9M0.35%1,455,817CommonSOLE
773903109ROKRockwell Automation Inc.$68.0M0.34%253,448CommonSOLE
94106B101WCNWaste Connections Inc.$67.4M0.34%377,148CommonSOLE
05534B760BCEBCE Inc.$64.9M0.33%1,380,919CommonSOLE
92840M102VSTVistra Corp.$63.4M0.32%534,699CommonSOLE
65339F101NEENextEra Energy Inc.$60.8M0.31%719,806CommonSOLE
084670702BRK/BBerkshire Hathaway Inc.$59.9M0.30%130,232CommonSOLE
M7S64H106MNDYMonday.com Ltd.$59.7M0.30%215,049CommonSOLE
824348106SHWThe Sherwin-Williams Co.$58.4M0.30%153,087CommonSOLE
56501R106MFCManulife Financial Corp.$56.5M0.29%1,512,444CommonSOLE
87807B107TRPTC Energy Corp.$56.3M0.29%910,746CommonSOLE
91324P102UNHUnitedHealth Group Inc.$56.2M0.28%96,107CommonSOLE
060505104BACBank of America Corp.$55.9M0.28%1,409,642CommonSOLE
81369Y506XLEEnergy Select Sector SPDR Fund ETF$54.3M0.27%617,939CommonSOLE
45104G104IBNICICI Bank Ltd. ADR$49.5M0.25%1,657,717CommonSOLE
884903808TRI4EURThomson Reuters Corp.$49.5M0.25%287,695CommonSOLE
464287101OEFIshares Tr S&P 100 Index$49.1M0.25%177,250CommonSOLE
46982L108JJacobs Solutions Inc.$47.8M0.24%365,376CommonSOLE
031162100AMGNAmgen Inc.$47.5M0.24%147,434CommonSOLE
580135101MCDMcDonald's Corp.$47.2M0.24%154,936CommonSOLE
22160K105COSTCostco Wholesale Corp.$44.8M0.23%50,545CommonSOLE
87241L109TFIITFI International Inc.$44.5M0.23%324,925CommonSOLE
35473P769FLINFranklin FTSE India ETF$43.5M0.22%1,038,466CommonSOLE
46434V456IQLTIshares Msci Intl Quality Facto$43.4M0.22%1,045,052CommonSOLE
56585A102MPCMarathon Petroleum Corp.$42.3M0.21%259,879CommonSOLE
25243Q205DEODiageo PLC ADR$41.8M0.21%297,674CommonSOLE
68389X105ORCLOracle Corp.$40.8M0.21%239,561CommonSOLE
008474108AEMAgnico Eagle Mines Ltd.$39.5M0.20%490,522CommonSOLE
26856L103ELFelf Beauty Inc.$38.8M0.20%356,150CommonSOLE
887389104TKRThe Timken Co.$37.3M0.19%443,078CommonSOLE
92204A504VHTVanguard Sector Inde Health Ca$37.2M0.19%131,800CommonSOLE
316092873FCOMFidelity MSCI Communication Services Index ETF$37.1M0.19%673,999CommonSOLE
316092600FHLCFidelity MSCI Health Care Index ETF$37.0M0.19%507,939CommonSOLE
15135U109CVECenovus Energy Inc.$36.7M0.19%2,192,717CommonSOLE
717081103PFEPfizer Inc.$36.6M0.19%1,263,511CommonSOLE
17275R102CSCOCisco Systems Inc.$36.4M0.18%684,092CommonSOLE
615369105MCOMoody's Corp.$36.4M0.18%76,641CommonSOLE
87971M103TUTELUS Corp.$36.0M0.18%2,128,533CommonSOLE
30231G102XOMExxon Mobil Corp.$35.4M0.18%301,938CommonSOLE
254687106DISWalt Disney Co.$33.9M0.17%352,503CommonSOLE
316092204FDISFidelity MSCI Consumer Discretionary Index ETF$32.6M0.16%368,234CommonSOLE
40412C101HCAHCA Healthcare Inc.$31.9M0.16%78,497CommonSOLE
922908629VOVanguard Index Tr Mid Cap$31.8M0.16%120,540CommonSOLE
316092501FNCLFidelity MSCI Financials Index ETF$30.9M0.16%484,590CommonSOLE
064149107BNSBank of Nova Scotia$29.6M0.15%401,179CommonSOLE
617446448MSMorgan Stanley$29.3M0.15%281,047CommonSOLE
110122108BMYBristol-Myers Squibb Co.$29.0M0.15%561,163CommonSOLE
G51502105JCIJohnson Controls International PLC$29.0M0.15%373,570CommonSOLE
921908844VIGVanguard Specialized Div Apprec$28.2M0.14%142,500CommonSOLE
316092709FIDUFidelity MSCI Industrials Index ETF$26.6M0.13%368,087CommonSOLE
92537N108VRTVertiv Holdings Co.$26.6M0.13%266,872CommonSOLE
637417106NNNNNN REIT Inc.$25.6M0.13%528,498CommonSOLE
81369Y886XLUUtilities Select Sector SPDR ETF$24.5M0.12%303,504CommonSOLE
032095101APHAmphenol Corp.$24.3M0.12%373,005CommonSOLE
922042775VEUVanguard Intl Equity Etf All-W$24.0M0.12%381,625CommonSOLE
85208M102SFMSprouts Farmers Market Inc.$23.9M0.12%216,638CommonSOLE
G48833118WFRDWeatherford International PLC$23.6M0.12%277,714CommonSOLE
278865100ECLEcolab Inc.$22.8M0.12%89,398CommonSOLE
55261F104MTBM&T Bank Corp.$22.4M0.11%126,008CommonSOLE
316092303FSTAFidelity MSCI Consumer Staples Index ETF$22.2M0.11%435,084CommonSOLE
453204109PIImpinj Inc.$21.0M0.11%97,160CommonSOLE
91913Y100VLOValero Energy Corp.$20.5M0.10%152,132CommonSOLE
59156R108METMetLife Inc.$20.5M0.10%248,232CommonSOLE
126650100CVSCVS Health Corp.$19.5M0.10%310,831CommonSOLE
88162G103TTEKTetra Tech Inc.$19.4M0.10%411,143CommonSOLE
29444U700EQIXEquinix Inc. REIT$19.1M0.10%21,554CommonSOLE
184496107CLHClean Harbors Inc.$19.1M0.10%78,945CommonSOLE
191216100KOThe Coca-Cola Co.$18.8M0.10%261,976CommonSOLE
78409V104SPGIS&P Global Inc.$18.8M0.10%36,391CommonSOLE
46434G764EMXCIshares Msci Emerging Markets$18.6M0.09%304,227CommonSOLE
922042874VGKVanguard Intl Eq Ind Ftse Europ$18.1M0.09%254,519CommonSOLE
03027X100AMTAmerican Tower Corp. REIT$17.7M0.09%76,317CommonSOLE
29082A107EMBJEmbraer SA ADR$17.6M0.09%497,545CommonSOLE
922908751VBVanguard Index Tr Small Cap$17.6M0.09%74,071CommonSOLE
11284V105Brookfield Renewable Corp.$17.2M0.09%522,565CommonSOLE
001084102AGCOAGCO Corp.$16.8M0.09%171,929CommonSOLE
316092402FENYFidelity MSCI Energy Index ETF$16.8M0.09%697,241CommonSOLE
26969P108EXPEagle Materials Inc.$16.8M0.08%58,238CommonSOLE
12532H104GIBCGI Inc.$16.7M0.08%138,668CommonSOLE
387328107GVAGranite Construction Inc.$16.4M0.08%207,390CommonSOLE
84265V105SCCOSouthern Copper Corp.$16.1M0.08%139,376CommonSOLE
41068X100HASIHannon Armstrong Sustainable Infrastructure Capital Inc.$16.0M0.08%463,014CommonSOLE
00217Y104ATSATS Corp.$15.8M0.08%544,256CommonSOLE
337738108FISVFiserv Inc.$15.7M0.08%87,428CommonSOLE
G8994E103TTTrane Technologies PLC$15.6M0.08%40,141CommonSOLE
243537107DECKDeckers Outdoor Corp.$15.5M0.08%97,482CommonSOLE
35473P587FLSAFranklin FTSE Saudi Arabia ETF$15.3M0.08%418,521CommonSOLE
860630102SFStifel Financial Corp.$15.0M0.08%160,196CommonSOLE
79589L106IOTSamsara Inc.$14.4M0.07%299,976CommonSOLE
889478103TOLToll Brothers Inc.$14.4M0.07%93,319CommonSOLE
74967X103RHRH$14.0M0.07%42,000CommonSOLE
46432F339QUALIshares Trust Msci Usa Quality$14.0M0.07%78,208CommonSOLE
336433107FSLRFirst Solar Inc.$13.9M0.07%55,795CommonSOLE
02079K107GOOGAlphabet Inc.$13.7M0.07%81,790CommonSOLE
78462F103SPYSpdr S&P 500 Etf Tr Units Ser 1 S$13.5M0.07%23,567CommonSOLE
08265T208BSYBentley Systems Inc.$13.4M0.07%264,589CommonSOLE
127190304CACICACI International Inc.$13.3M0.07%26,314CommonSOLE
26441C204DUKDuke Energy Corp.$12.7M0.06%109,902CommonSOLE
632307104NTRANatera Inc.$12.5M0.06%98,554CommonSOLE
675232102OIIOceaneering International Inc.$12.3M0.06%495,761CommonSOLE
92204A884VOXVanguard Sector Indx Telecomm$12.3M0.06%84,359CommonSOLE
194693107CIGIColliers International Group Inc.$12.3M0.06%80,749CommonSOLE
058498106BALLBall Corp.$12.2M0.06%180,367CommonSOLE
456788108INFYInfosys Ltd. ADR$12.1M0.06%545,126CommonSOLE
35473P744FLJPFranklin FTSE Japan ETF$12.0M0.06%395,641CommonSOLE
023939101AMTMAmentum Holdings Inc.$11.8M0.06%365,376CommonSOLE
81369Y860XLREReal Estate Select Sector SPDR ETF$11.8M0.06%263,710CommonSOLE
81369Y100XLBMaterials Select Sector SPDR ETF$11.7M0.06%121,798CommonSOLE
H2906T109GRMNGarmin Ltd.$11.7M0.06%66,543CommonSOLE
78473E103SPXCSPX Technologies Inc.$11.3M0.06%70,919CommonSOLE
98419M100XYLXylem Inc.$11.0M0.06%81,574CommonSOLE
148929102CAVACava Group Inc.$11.0M0.06%88,856CommonSOLE
92204A603VISVanguard Industrials Etf$10.9M0.06%41,885CommonSOLE
42226A107HQYHealthEquity Inc.$10.7M0.05%131,038CommonSOLE
922908736VUGVanguard Index Tr Growth$10.7M0.05%27,778CommonSOLE
974155103WINGWingstop Inc.$10.5M0.05%25,208CommonSOLE
907818108UNPUnion Pacific Corp.$10.5M0.05%42,485CommonSOLE
750491102RDNTRadNet Inc.$10.4M0.05%149,240CommonSOLE
464287200IVVIshares Trust Core S&P 500 Etf$10.3M0.05%17,924CommonSOLE
249906108DSGXThe Descartes Systems Group Inc.$10.2M0.05%99,086CommonSOLE
922042866VPLVanguard Intl Eq Ind Pacific$10.0M0.05%127,032CommonSOLE
38141G104GSThe Goldman Sachs Group Inc.$9.8M0.05%19,836CommonSOLE
26614N102DDDupont De Nemours Inc.$9.7M0.05%109,332CommonSOLE
78467Y107MDYSpdr S&P Midcap 400 Etf Trutser$9.7M0.05%17,018CommonSOLE
253868103DLRDigital Realty Trust Inc. REIT$9.6M0.05%59,383CommonSOLE
49456B101KMIKinder Morgan Inc.$9.6M0.05%433,648CommonSOLE
74935Q107RBARB Global Inc.$9.5M0.05%118,017CommonSOLE
559222401MGAMagna International Inc.$9.5M0.05%230,595CommonSOLE
878742204TECKTeck Resources Ltd.$9.4M0.05%179,430CommonSOLE
30303M102METAMeta Platforms Inc.$9.2M0.05%16,061CommonSOLE
00790R104WMSAdvanced Drainage Systems Inc.$9.2M0.05%58,227CommonSOLE
46090E103QQQInvesco Qqq Tr Series 1$9.1M0.05%18,685CommonSOLE
743315103PGRThe Progressive Corp.$9.1M0.05%35,671CommonSOLE
98954M200ZZillow Group Inc.$8.6M0.04%135,153CommonSOLE
629377508NRGNRG Energy Inc.$8.6M0.04%94,626CommonSOLE
09857L108BKNGBooking Holdings Inc.$8.4M0.04%2,000CommonSOLE
05965X109BSACBanco Santander Chile ADR$8.4M0.04%402,889CommonSOLE
12572Q105CMECME Group Inc.$8.3M0.04%37,790CommonSOLE
816851109SRESempra Energy$8.3M0.04%99,331CommonSOLE
25179M103DVNDevon Energy Corp.$7.9M0.04%203,133CommonSOLE
687793109OSCROscar Health Inc.$7.9M0.04%372,603CommonSOLE
95040Q104WELLWelltower Inc. REIT$7.8M0.04%61,259CommonSOLE
518415104LSCCLattice Semiconductor Corp.$7.7M0.04%144,214CommonSOLE
74340W103PLDPrologis Inc. REIT$7.6M0.04%60,457CommonSOLE
053015103ADPAutomatic Data Processing Inc.$7.6M0.04%27,540CommonSOLE
89531P105TREXTrex Co. Inc.$7.4M0.04%111,630CommonSOLE
025816109AXPAmerican Express Co.$7.4M0.04%27,259CommonSOLE
882508104TXNTexas Instruments Inc.$7.3M0.04%35,423CommonSOLE
20717M1038QRConfluent Inc.$7.2M0.04%351,888CommonSOLE
92686J106VKTXViking Therapeutics Inc.$6.9M0.04%109,449CommonSOLE
922908744VTVVanguard Index Tr Value$6.9M0.03%39,337CommonSOLE
493267108KEYKeyCorp$6.8M0.03%406,563CommonSOLE
962879102WPMWheaton Precious Metals Corp.$6.8M0.03%111,466CommonSOLE
46432F842IEFAIshares Core Msci Eafe Etf$6.8M0.03%87,176CommonSOLE
446413106HIIHuntington Ingalls Industries Inc.$6.7M0.03%25,350CommonSOLE
443628102HBMHudbay Minerals Inc.$6.6M0.03%712,201CommonSOLE
922908611VBRVanguard Index Tr Small Cap Va$6.4M0.03%32,005CommonSOLE
706327103PBAPembina Pipeline Corp.$6.3M0.03%151,647CommonSOLE
496902404KGCKinross Gold Corp.$6.3M0.03%671,430CommonSOLE
268150109DTDynatrace Inc.$6.3M0.03%117,023CommonSOLE
92206C409VCSHVanguard Short-Term Corp$6.2M0.03%78,584CommonSOLE
256677105DGDollar General Corp.$6.2M0.03%73,373CommonSOLE
399473AF4GRPN 1.125 03/15/26Groupon Inc.$6.2M0.03%6,950,000CommonSOLE
25278X109FANGDiamondback Energy Inc.$6.1M0.03%35,550CommonSOLE
921946406VYMVanguard Whitehall F Etf High$6.1M0.03%47,805CommonSOLE
012653101ALBAlbemarle Corp.$6.1M0.03%64,253CommonSOLE
07831C103BRBRBellRing Brands Inc.$6.1M0.03%100,093CommonSOLE
88642R109TDWTidewater Inc.$5.8M0.03%81,127CommonSOLE
78463V107GLDSPDR Gold Shares$5.7M0.03%23,630CommonSOLE
00206R102TAT&T Inc.$5.5M0.03%248,555CommonSOLE
682680103OKEONEOK Inc.$5.3M0.03%58,157CommonSOLE
294429105EFXEquifax Inc.$5.3M0.03%18,019CommonSOLE
166764100CVXChevron Corp.$5.3M0.03%35,667CommonSOLE
57636Q104MAMastercard Inc.$5.2M0.03%10,505CommonSOLE
46137V357RSPInvesco S&P 500 Equal Wtf Etf$5.1M0.03%28,642CommonSOLE
571748102MRSHMarsh and McLennan Cos. Inc.$5.0M0.03%22,252CommonSOLE
539830109LMTLockheed Martin Corp.$4.9M0.03%8,447CommonSOLE
136069101CMCanadian Imperial Bank of Commerce$4.7M0.02%71,143CommonSOLE
G6095L109Aptiv PLC$4.7M0.02%65,393CommonSOLE
92939U106WECWEC Energy Group Inc.$4.6M0.02%48,005CommonSOLE
98389B100XELXcel Energy Inc.$4.6M0.02%70,648CommonSOLE
036752103ELVElevance Health Inc.$4.6M0.02%8,858CommonSOLE
92343V104VZVerizon Communications Inc.$4.6M0.02%102,205CommonSOLE
12503M108CBOECBOE Global Markets Inc.$4.5M0.02%22,056CommonSOLE
060505682BAC 7.25 PERP LBank of America Corp. Preferred$4.5M0.02%3,500CommonSOLE
025537101AEPAmern Elec Pwr Inc Common$4.4M0.02%43,261CommonSOLE
75513E101RTXRTX Corp.$4.4M0.02%36,553CommonSOLE
925652109VICIVICI Properties Inc. REIT$4.4M0.02%132,808CommonSOLE
501044101KRThe Kroger Co.$4.3M0.02%75,614CommonSOLE
464287465EFAIshares Msci Eafe Etf$4.3M0.02%51,201CommonSOLE
126408103CSXCSX Corp.$4.2M0.02%122,135CommonSOLE
053332102AZOAutoZone Inc.$4.2M0.02%1,333CommonSOLE
169656105CMGChipotle Mexican Grill Inc.$4.1M0.02%70,858CommonSOLE
281020107EIXEdison International$4.1M0.02%46,867CommonSOLE
35137L105FOXAFox Corp.$4.1M0.02%96,203CommonSOLE
58155Q103MCKMcKesson Corp.$4.1M0.02%8,212CommonSOLE
594972408MSTRMicroStrategy Inc.$4.0M0.02%23,918CommonSOLE
209115104EDConsolidated Edison Inc.$3.9M0.02%37,878CommonSOLE
88162GAB9TTEK 2.25 08/15/28Tetra Tech Inc.$3.9M0.02%3,000,000CommonSOLE
04621X108AIZAssurant Inc.$3.9M0.02%19,739CommonSOLE
05722G100BKRBaker Hughes Co.$3.9M0.02%107,810CommonSOLE
125269100CFCF Industries Holdings Inc.$3.9M0.02%45,397CommonSOLE
89422GAA5TVTX 2.25 03/01/29Travere Therapeutics Inc.$3.9M0.02%4,500,000CommonSOLE
053484101AVBAvalonBay Communities Inc. REIT$3.8M0.02%17,087CommonSOLE
009158106APDAir Products and Chemicals Inc.$3.8M0.02%12,924CommonSOLE
459200101IBMIntl Business Mchn Common$3.8M0.02%17,246CommonSOLE
651639106NEMNewmont Corp.$3.8M0.02%71,015CommonSOLE
34959E109FTNTFortinet Inc.$3.8M0.02%48,932CommonSOLE
015271109AREAlexandria Real Estate Equities Inc. REIT$3.8M0.02%31,867CommonSOLE
464287507IJHIshares Trust Core S&P Mid-Cap$3.8M0.02%60,350CommonSOLE
369550108GDGeneral Electric Co.$3.7M0.02%12,364CommonSOLE
570535104MKLMarkel Group Inc.$3.7M0.02%2,382CommonSOLE
172062101CINFCincinnati Financial Corp.$3.7M0.02%27,365CommonSOLE
92343E102VRSNVeriSign Inc.$3.7M0.02%19,360CommonSOLE
921937827BSVVanguard Bd Index Fd Etf Short$3.7M0.02%46,435CommonSOLE
315616102FFIVF5 Inc.$3.7M0.02%16,576CommonSOLE
125523100CIThe Cigna Group$3.6M0.02%10,507CommonSOLE
500754106KHCThe Kraft Heinz Co.$3.6M0.02%103,622CommonSOLE
550021109LULULululemon Athletica Inc.$3.6M0.02%13,334CommonSOLE
81180WBL4STX 3.5 06/01/28Seagate HDD Cayman$3.6M0.02%2,500,000CommonSOLE
29530P102ERIEErie Indemnity Co.$3.6M0.02%6,582CommonSOLE
084423102WRBW. R. Berkley Corp.$3.5M0.02%62,187CommonSOLE
316092865FUTYFidelity MSCI Utilities Index ETF$3.5M0.02%68,048CommonSOLE
387328AD9GVA 3.75 05/15/28Granite Construction Inc.$3.5M0.02%1,950,000CommonSOLE
316092857FRELFidelity MSCI Real Estate Index ETF$3.5M0.02%118,758CommonSOLE
316092881FMATFidelity MSCI Materials Index ETF$3.5M0.02%64,428CommonSOLE
918204108VFCVF Corp.$3.5M0.02%174,934CommonSOLE
05988JAD5BAND 0.5 04/01/28Bandwidth Inc.$3.5M0.02%4,500,000CommonSOLE
03073E105CORCencora Inc.$3.5M0.02%15,444CommonSOLE
15135B101CNCCentene Corp.$3.5M0.02%46,150CommonSOLE
30040W108ESEversource Energy$3.5M0.02%51,031CommonSOLE
G7496G103RNRRenaissanceRe Holdings Ltd.$3.5M0.02%12,746CommonSOLE
33767E202FSVFirstService Corp.$3.5M0.02%18,927CommonSOLE
78573L106SBRASabra Health Care REIT Inc.$3.4M0.02%185,298CommonSOLE
87901J105TGNATegna Inc.$3.4M0.02%218,354CommonSOLE
030420103AWKAmerican Water Works Co. Inc.$3.4M0.02%23,491CommonSOLE
171340102CHDChurch & Dwight Co. Inc.$3.4M0.02%32,727CommonSOLE
375558103GILDGilead Sciences Inc.$3.4M0.02%40,856CommonSOLE
552690109MDUMDU Resources Group Inc.$3.4M0.02%124,096CommonSOLE
922042858VWOVanguard Ftse Emerging Market$3.4M0.02%70,937CommonSOLE
03674X106ARAntero Resources Corp.$3.4M0.02%118,127CommonSOLE
03852U106ARMKAramark$3.4M0.02%87,258CommonSOLE
29109X106AZPN1USDAspen Technology Inc.$3.4M0.02%14,146CommonSOLE
67103H107ORLYO'Reilly Automotive Inc.$3.4M0.02%2,925CommonSOLE
91529Y106UNMUnum Group$3.4M0.02%56,584CommonSOLE
410867105THGThe Hanover Insurance Group Inc.$3.4M0.02%22,692CommonSOLE
808625107SAICScience Applications International Corp.$3.4M0.02%24,092CommonSOLE
099724106BWABorgWarner Inc.$3.4M0.02%92,440CommonSOLE
165167735EXEChesapeake Energy Corp.$3.4M0.02%40,763CommonSOLE
023608102AEEAmeren Corp.$3.3M0.02%38,238CommonSOLE
228368106CCKCrown Holdings Inc.$3.3M0.02%34,874CommonSOLE
651229106NWLNewell Brands Inc.$3.3M0.02%435,308CommonSOLE
12541W209CHRWCH Robinson Worldwide Inc.$3.3M0.02%30,276CommonSOLE
05605H100BWXTBWX Technologies Inc.$3.3M0.02%30,674CommonSOLE
776696106ROPRoper Technologies Inc.$3.3M0.02%5,975CommonSOLE
25659T107DLBDolby Laboratories Inc.$3.3M0.02%43,420CommonSOLE
69349H107TXNMTXNM Energy Inc.$3.3M0.02%75,912CommonSOLE
89417E109TRVThe Travelers Cos. Inc.$3.3M0.02%14,146CommonSOLE
36168Q104GFLGFL Environmental Inc.$3.3M0.02%83,007CommonSOLE
879360105TDYTeledyne Technologies Inc.$3.3M0.02%7,564CommonSOLE
01973R101ALSNAllison Transmission Holdings Inc.$3.3M0.02%34,456CommonSOLE
219350105GLWCorning Inc.$3.3M0.02%73,112CommonSOLE
35138V102FOXFFox Factory Holding Corp.$3.3M0.02%79,276CommonSOLE
833034101SNASnap-On Inc.$3.3M0.02%11,346CommonSOLE
98980F104GTMZoomInfo Technologies Inc.$3.3M0.02%317,794CommonSOLE
231561101CWCurtiss-Wright Corp.$3.3M0.02%9,946CommonSOLE
125896100CMSCMS Energy Corp.$3.3M0.02%46,220CommonSOLE
018802108LNTAlliant Energy Corp.$3.3M0.02%53,784CommonSOLE
03769M304APO 6.75 07/31/26Apollo Global Management Inc. Preferred$3.3M0.02%48,000CommonSOLE
579780206MKCMcCormick and Co. Inc.$3.3M0.02%39,638CommonSOLE
693718108PCARPACCAR Inc.$3.3M0.02%33,056CommonSOLE
695156109PKGPackaging Corp. of America$3.3M0.02%15,128CommonSOLE
053807103AVTAvnet Inc.$3.3M0.02%59,971CommonSOLE
816300107SIGISelective Insurance Group Inc.$3.3M0.02%34,874CommonSOLE
553530106MSMMSC Industrial Direct Co. Inc.$3.2M0.02%37,674CommonSOLE
237194105DRIDarden Restaurants Inc.$3.2M0.02%19,746CommonSOLE
882681109TXRHTexas Roadhouse Inc.$3.2M0.02%18,346CommonSOLE
26210C104DBXDropbox Inc.$3.2M0.02%127,314CommonSOLE
370334104GISGeneral Mills Inc.$3.2M0.02%43,838CommonSOLE
704326107PAYXPaychex Inc.$3.2M0.02%24,092CommonSOLE
22002T108CDPCOPT Defense Properties REIT$3.2M0.02%106,586CommonSOLE
29260Y1090C3Endeavor Group Holdings Inc.$3.2M0.02%113,168CommonSOLE
988498101YUMYum! Brands Inc.$3.2M0.02%23,110CommonSOLE
92936U109WPCWP Carey Inc. REIT$3.2M0.02%51,820CommonSOLE
852066208SIISprott Inc.$3.2M0.02%74,484CommonSOLE
78351F107RYANRyan Specialty Holdings Inc.$3.2M0.02%48,602CommonSOLE
681936100OHIOmega Healthcare Investors Inc. REIT$3.2M0.02%79,276CommonSOLE
827048109SLGNSilgan Holdings Inc.$3.2M0.02%61,348CommonSOLE
70432V102PAYCPaycom Software Inc.$3.2M0.02%19,328CommonSOLE
302941109FCNFTI Consulting Inc.$3.2M0.02%14,146CommonSOLE
95058W100WENThe Wendy's Co.$3.2M0.02%183,480CommonSOLE
020002101ALLThe Allstate Corp.$3.2M0.02%16,946CommonSOLE
749607107RLIRLI Corp.$3.2M0.02%20,728CommonSOLE
91307C102UTHRUnited Therapeutics Corp.$3.2M0.02%8,964CommonSOLE
416515104HIGThe Hartford Financial Services Group Inc.$3.2M0.02%27,310CommonSOLE
008492100ADCAgree Realty Corp. REIT$3.2M0.02%42,438CommonSOLE
169905106CHHChoice Hotels International Inc.$3.2M0.02%24,510CommonSOLE
G0692U109AXSAxis Capital Holdings Ltd.$3.2M0.02%40,056CommonSOLE
70438V106PCTYPaylocity Holding Corp.$3.2M0.02%19,328CommonSOLE
12510Q100CCCCCC Intelligent Solutions Holdings Inc.$3.2M0.02%287,684CommonSOLE
723484101PNWPinnacle West Capital Corp.$3.2M0.02%35,856CommonSOLE
G02602103DOXAmdocs Ltd.$3.2M0.02%36,274CommonSOLE
759351604RGAReinsurance Group of America Inc.$3.2M0.02%14,564CommonSOLE
756109104ORealty Income Corp. REIT$3.2M0.02%50,002CommonSOLE
758849103REGRegency Centers Corp. REIT$3.2M0.02%43,838CommonSOLE
G0450A105ACGLArch Capital Group Ltd.$3.2M0.02%28,292CommonSOLE
29476L107EQREquity Residential REIT$3.2M0.02%42,438CommonSOLE
57667L107MTCHMatch Group Inc.$3.2M0.02%83,476CommonSOLE
681116109OLLIOllie's Bargain Outlet Holdings Inc.$3.2M0.02%32,492CommonSOLE
G0250X107AMCRAmcor PLC$3.2M0.02%278,720CommonSOLE
74834L100DGXQuest Diagnostics Inc.$3.2M0.02%20,310CommonSOLE
87266JAB0TPIC 5.25 03/15/28TPI Composites Inc.$3.1M0.02%5,718,000CommonSOLE
343498101FLOFlowers Foods Inc.$3.1M0.02%136,278CommonSOLE
680223104ORIOld Republic International Corp.$3.1M0.02%88,658CommonSOLE
302491303FMCFMC Corp.$3.1M0.02%47,620CommonSOLE
444859102HUMHumana Inc.$3.1M0.02%9,909CommonSOLE
198516106COLMColumbia Sportswear Co.$3.1M0.02%37,674CommonSOLE
98311A105WHWyndham Hotels and Resorts Inc.$3.1M0.02%40,056CommonSOLE
40434L105HPQHP Inc.$3.1M0.02%87,258CommonSOLE
92204A108VCRVanguard Sector Inde Consume$3.1M0.02%9,187CommonSOLE
G3223R108EGEverest Group Ltd.$3.1M0.02%7,982CommonSOLE
29472R108ELSEquity LifeStyle Properties Inc. REIT$3.1M0.02%43,838CommonSOLE
36467J108GLPIGaming and Leisure Properties Inc. REIT$3.1M0.02%60,784CommonSOLE
58933Y105MRKMerck & Co. Inc.$3.1M0.02%27,481CommonSOLE
56418H100MANManpowerGroup Inc.$3.1M0.02%42,438CommonSOLE
115236101BROBrown & Brown Inc.$3.1M0.02%30,110CommonSOLE
16359R103CHEChemed Corp.$3.1M0.02%5,182CommonSOLE
48203R104JNPJuniper Networks Inc.$3.1M0.02%79,694CommonSOLE
553498106MSAMSA Safety Inc.$3.1M0.02%17,510CommonSOLE
G0403H108AONAon PLC$3.1M0.02%8,964CommonSOLE
674599105OXYOccidental Petroleum Corp.$3.1M0.02%60,163CommonSOLE
00971T101AKAMAkamai Technologies Inc.$3.1M0.02%30,674CommonSOLE
192446102CTSHCognizant Technology Solutions Corp.$3.1M0.02%40,056CommonSOLE
651587107NEUNewMarket Corp.$3.1M0.02%5,600CommonSOLE
883203101TXTTextron Inc.$3.1M0.02%34,874CommonSOLE
60855R100MOHMolina Healthcare Inc.$3.1M0.02%8,964CommonSOLE
92556V106VTRSViatris Inc.$3.1M0.02%265,974CommonSOLE
33768G107FCFSFirstCash Holdings Inc.$3.1M0.02%26,892CommonSOLE
G3922B107GGenpact Ltd.$3.1M0.02%78,712CommonSOLE
64110L106NFLXNetflix Inc.$3.1M0.02%4,331CommonSOLE
042735100ARWArrow Electronics Inc.$3.1M0.02%23,110CommonSOLE
134429109CPBCampbell Soup Co.$3.1M0.02%62,748CommonSOLE
87162W100SNXTD SYNNEX Corp.$3.1M0.02%25,492CommonSOLE
090043100BILLBILL Holdings Inc.$3.1M0.02%57,984CommonSOLE
540424108LLoews Corp.$3.1M0.02%38,656CommonSOLE
093671105HRBH&R Block Inc.$3.1M0.02%48,038CommonSOLE
G96629103WTWWillis Towers Watson PLC$3.1M0.02%10,364CommonSOLE
760759100RSGRepublic Services Inc.$3.0M0.02%15,128CommonSOLE
626755102MUSAMurphy USA Inc.$3.0M0.02%6,164CommonSOLE
372460105GPCGenuine Parts Co.$3.0M0.02%21,710CommonSOLE
00191U102EFORASGN Inc.$3.0M0.02%32,492CommonSOLE
H11356104BGBunge Global SA$3.0M0.02%31,092CommonSOLE
G50871105JAZZJazz Pharmaceuticals plc$3.0M0.02%26,892CommonSOLE
224441105CXTCrane NXT Co.$3.0M0.02%53,220CommonSOLE
48242W106KBRKBR Inc.$3.0M0.02%45,802CommonSOLE
682189105ONON Semiconductor Corp.$3.0M0.02%41,038CommonSOLE
70959W103PAGPenske Automotive Group Inc.$3.0M0.02%18,346CommonSOLE
896288107TNETTriNet Group Inc.$3.0M0.02%30,674CommonSOLE
88160R101TSLATesla Inc.$3.0M0.02%11,321CommonSOLE
949746804WFC 7.5 PERP LWells Fargo & Co. Preferred$2.9M0.01%2,300CommonSOLE
G8060N102STSensata Technologies Holding PLC$2.9M0.01%82,076CommonSOLE
697435AF2PANW 0.375 06/01/25Palo Alto Networks Inc.$2.9M0.01%850,000CommonSOLE
00857U107agilon health Inc.$2.9M0.01%741,338CommonSOLE
61945C103MOSThe Mosaic Co.$2.9M0.01%108,568CommonSOLE
277432100EMNEastman Chemical Co.$2.9M0.01%25,962CommonSOLE
343412AJ1FLR 1.125 08/15/29Fluor Corp.$2.9M0.01%2,375,000CommonSOLE
912909108USX1United States Steel Corp.$2.9M0.01%82,076CommonSOLE
59151K108MEOHMethanex Corp.$2.9M0.01%69,463CommonSOLE
780153BQ4RCL 6 08/15/25Royal Caribbean Cruises Ltd.$2.9M0.01%800,000CommonSOLE
093712AK3BE 3 06/01/28Bloom Energy Corp.$2.8M0.01%3,050,000CommonSOLE
49446R109KIMKimco Realty Corp. REIT$2.8M0.01%120,115CommonSOLE
626717102MURMurphy Oil Corp.$2.8M0.01%82,076CommonSOLE
803607100SRPTSarepta Therapeutics Inc.$2.8M0.01%22,128CommonSOLE
952845105WFGWest Fraser Timber Co. Ltd.$2.7M0.01%27,593CommonSOLE
931142103WMTWal Mart Stores Inc Common$2.7M0.01%33,046CommonSOLE
464287150ITOTIshares Trust Core S&P Total Us$2.7M0.01%21,185CommonSOLE
46333XAH1IRWD 1.5 06/15/26Ironwood Pharmaceuticals Inc.$2.7M0.01%3,000,000CommonSOLE
40131MAB5GH 0 11/15/27Guardant Health Inc.$2.6M0.01%3,305,000CommonSOLE
742718109PGThe Procter & Gamble Co.$2.6M0.01%15,004CommonSOLE
92189F437ANGLVaneck Fallen Angel Hi Yld Bond$2.6M0.01%88,200CommonSOLE
747525103QCOMQualcomm Inc Common$2.6M0.01%15,188CommonSOLE
064058100BKThe Bank of New York Mellon Corp.$2.5M0.01%35,341CommonSOLE
127387108CDNSCadence Design Systems Inc.$2.5M0.01%9,253CommonSOLE
358039AB1FRPT 3 04/01/28Freshpet Inc.$2.5M0.01%1,200,000CommonSOLE
400506101PACGrupo Aeroportuario del Sureste SAB de CV ADR$2.5M0.01%10,659CommonSOLE
235851102DHRDanaher Corp.$2.4M0.01%8,800CommonSOLE
09061G101BMRNBioMarin Pharmaceutical Inc.$2.4M0.01%34,456CommonSOLE
10806XAB8BBIO 2.5 03/15/27Bridgebio Pharma Inc.$2.4M0.01%2,335,000CommonSOLE
464287804IJRIshares Tr Core S&P Small-Cap$2.4M0.01%20,511CommonSOLE
G9618E107WTMWhite Mountains Insurance Group Ltd.$2.4M0.01%1,400CommonSOLE
464287234EEMIshares Emerg Mkts Etf$2.3M0.01%51,235CommonSOLE
19249HAB9Coherus Biosciences Inc.$2.3M0.01%3,000,000CommonSOLE
26441CBY0DUK 4.125 04/15/26Duke Energy Corp.$2.3M0.01%2,200,000CommonSOLE
98423FAB5XMTR 1 02/01/27Xometry Inc.$2.3M0.01%2,750,000CommonSOLE
29364G103ETREntergy Corp.$2.3M0.01%17,422CommonSOLE
09857LAN8BKNG 0.75 05/01/25Booking Holdings Inc.$2.2M0.01%1,000,000CommonSOLE
459506101IFFInternational Flavors & Fragrances Inc.$2.2M0.01%21,267CommonSOLE
G25508105CRHCRH PLC$2.2M0.01%23,702CommonSOLE
42809H107HESHess Corp.$2.2M0.01%16,134CommonSOLE
78468R796SPYXSpdr Series Trust Sp500 Fossil F$2.2M0.01%46,325CommonSOLE
29446YAC0EQXCN 4.75 10/15/28Equinox Gold Corp.$2.2M0.01%1,750,000CommonSOLE
040413106ANETEURArista Networks Inc.$2.1M0.01%5,570CommonSOLE
038222105AMATApplied Materials Inc.$2.1M0.01%10,547CommonSOLE
122017AD8BURL 1.25 12/15/27Burlington Stores Inc.$2.1M0.01%1,500,000CommonSOLE
05464CAB7AXON 0.5 12/15/27Axon Enterprise Inc.$2.1M0.01%1,175,000CommonSOLE
701094104PHParker Hannifin Corp Common$2.0M0.01%3,198CommonSOLE
453204AD1PI 1.125 05/15/27Impinj Inc.$2.0M0.01%1,000,000CommonSOLE
828806109SPGSimon Property Group Inc. REIT$2.0M0.01%11,740CommonSOLE

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.