MondegarAI
Groupe la Francaise

Q1 2025 · 13F-HR

Groupe la Francaiseholdings as filed

Filed 2025-05-14 · accession 0000945621-25-000477

$4.72B
Reported value
441
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$326.7M6.92%839,603CommonSOLE
67066G104NVDANVIDIA CORPORATION$256.1M5.42%2,292,981CommonSOLE
N3167Y103RACEFERRARI N V$238.8M5.06%561,054CommonSOLE
023135106AMZNAMAZON COM INC$214.2M4.54%1,070,907CommonSOLE
037833100AAPLAPPLE INC$201.7M4.27%910,250CommonSOLE
12532H104GIBCGI INC$157.6M3.34%1,587,712CommonSOLE
30303M102METAMETA PLATFORMS INC$121.4M2.57%201,791CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$107.9M2.28%437,334CommonSOLE
92826C839VVISA INC$106.1M2.25%305,233CommonSOLE
G25508105CRHCRH PLC$100.0M2.12%1,154,803CommonSOLE
G54950103LINLINDE PLC$96.8M2.05%210,199CommonSOLE
11135F101AVGOBROADCOM INC$94.6M2.00%542,490CommonSOLE
532457108LLYELI LILLY & CO$89.0M1.89%108,479CommonSOLE
02079K305GOOGLALPHABET INC$88.3M1.87%548,282CommonSOLE
64110L106NFLXNETFLIX INC$80.5M1.70%82,445CommonSOLE
G29183103ETNEATON CORP PLC$79.6M1.69%290,345CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$67.5M1.43%71,923CommonSOLE
931142103WMTWALMART INC$66.2M1.40%773,083CommonSOLE
02079K107GOOGALPHABET INC$63.2M1.34%383,368CommonSOLE
N82405106STLASTELLANTIS N.V$62.1M1.32%5,365,212CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$56.5M1.20%334,259CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$54.0M1.14%185,292CommonSOLE
369604301GEGE AEROSPACE$50.2M1.06%243,792CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$49.9M1.06%89,642CommonSOLE
191216100KOCOCA COLA CO$48.2M1.02%689,037CommonSOLE
025816109AXPAMERICAN EXPRESS CO$45.0M0.95%166,370CommonSOLE
872590104TMUST-MOBILE US INC$44.3M0.94%165,644CommonSOLE
79466L302CRMSALESFORCE INC$44.0M0.93%158,797CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$43.6M0.92%9,180CommonSOLE
060505104BACBANK AMERICA CORP$40.6M0.86%956,377CommonSOLE
68389X105ORCLORACLE CORP$40.1M0.85%275,157CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$37.5M0.79%73,945CommonSOLE
H1467J104CBCHUBB LIMITED$37.2M0.79%124,635CommonSOLE
81762P102NOWSERVICENOW INC$36.0M0.76%43,292CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$35.4M0.75%200,266CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$35.0M0.74%468,015CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$33.6M0.71%335,082CommonSOLE
58733R102MELIMERCADOLIBRE INC$32.7M0.69%15,583CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$32.2M0.68%63,793CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$26.8M0.57%197,992CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$24.6M0.52%106,974CommonSOLE
09290D101BLKBLACKROCK INC$21.6M0.46%23,239CommonSOLE
36828A101GEVGE VERNOVA INC$21.3M0.45%70,292CommonSOLE
337738108FISVFISERV INC$18.6M0.39%84,578CommonSOLE
580135101MCDMCDONALDS CORP$16.9M0.36%55,990CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$16.8M0.36%38,917CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$16.7M0.35%155,851CommonSOLE
871607107SNPSSYNOPSYS INC$16.1M0.34%35,945CommonSOLE
94106L109WMWASTE MGMT INC DEL$16.0M0.34%70,957CommonSOLE
D18190898DBDEUTSCHE BANK A G$15.0M0.32%608,396CommonSOLE
89677Q107TCOMTRIP COM GROUP LTD$14.8M0.31%227,386CommonSOLE
742718109PGPROCTER AND GAMBLE CO$14.8M0.31%88,189CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$14.5M0.31%28,198CommonSOLE
751212101RLRALPH LAUREN CORP$13.7M0.29%60,741CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$13.3M0.28%23,169CommonSOLE
351858105FNVFRANCO NEV CORP$12.3M0.26%78,500CommonSOLE
482480100KLACKLA CORP$12.1M0.26%17,391CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$11.7M0.25%229,623CommonSOLE
46116X101ITCIEURINTRA-CELLULAR THERAPIES INC$11.7M0.25%88,438CommonSOLE
872540109TJXTJX COS INC NEW$11.6M0.25%96,368CommonSOLE
654106103NKENIKE INC$11.5M0.24%175,692CommonSOLE
H5919C104ONONON HLDG AG$11.4M0.24%248,837CommonSOLE
95040Q104WELLWELLTOWER INC$11.4M0.24%75,908CommonSOLE
98850P109YUMCYUM CHINA HLDGS INC$11.0M0.23%206,117CommonSOLE
651639106NEMNEWMONT CORP$10.9M0.23%225,500CommonSOLE
443201108HWMHOWMET AEROSPACE INC$10.8M0.23%81,570CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$10.7M0.23%29,098CommonSOLE
291011104EMREMERSON ELEC CO$10.6M0.23%94,967CommonSOLE
009066AB7ABNB 0 03/15/26AIRBNB INC$10.5M0.22%11,000,000CommonSOLE
032095101APHAMPHENOL CORP NEW$10.1M0.21%148,362CommonSOLE
011532108AGIALAMOS GOLD INC NEW$10.0M0.21%377,000CommonSOLE
G27358103DESP1EURDESPEGAR COM CORP$9.7M0.20%515,000CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$9.5M0.20%36,075CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$9.4M0.20%66,958CommonSOLE
744320102PRUPRUDENTIAL FINL INC$9.4M0.20%81,986CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$9.2M0.19%78,604CommonSOLE
496902404KGCKINROSS GOLD CORP$9.0M0.19%725,000CommonSOLE
74762E102QUREQUANTA SVCS INC$8.8M0.19%34,457CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$8.8M0.19%111,794CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$8.7M0.18%26,371CommonSOLE
701094104PHPARKER-HANNIFIN CORP$8.5M0.18%13,504CommonSOLE
D18190898DBDEUTSCHE BANK A G$8.2M0.17%375,000PUTSOLE
194162103CLCOLGATE PALMOLIVE CO$8.1M0.17%89,835CommonSOLE
03076C106AMPAMERIPRISE FINL INC$7.9M0.17%15,834CommonSOLE
98419M100XYLXYLEM INC$7.9M0.17%64,909CommonSOLE
032654105ADIANALOG DEVICES INC$7.8M0.17%37,558CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$7.8M0.17%32,164CommonSOLE
040413205ANETARISTA NETWORKS INC$7.8M0.17%99,034CommonSOLE
682680103OKEONEOK INC NEW$7.7M0.16%77,949CommonSOLE
87612G101TRGPTARGA RES CORP$7.6M0.16%38,266CommonSOLE
68634K106ORLAORLA MNG LTD NEW$7.4M0.16%800,000CommonSOLE
336433107FSLRFIRST SOLAR INC$7.4M0.16%58,330CommonSOLE
760759100RSGREPUBLIC SVCS INC$7.3M0.16%30,804CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$7.0M0.15%66,016CommonSOLE
067901108ABXBARRICK GOLD CORP$7.0M0.15%508,889CommonSOLE
882508104TXNTEXAS INSTRS INC$6.9M0.15%38,388CommonSOLE
929740108WABWABTEC$6.8M0.14%36,547CommonSOLE
N3168P101FERFERROVIAL SE$6.8M0.14%150,200CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$6.8M0.14%25,716CommonSOLE
34959J108FTVFORTIVE CORP$6.7M0.14%90,102CommonSOLE
644535106NGDNNEW GOLD INC CDA$6.6M0.14%1,850,000CommonSOLE
G6683N103NUNU HLDGS LTD$6.6M0.14%595,883CommonSOLE
70435P102PAYCOR HCM INC$6.5M0.14%291,372CommonSOLE
244199105DEDEERE & CO$6.5M0.14%13,591CommonSOLE
N70544106PL0PLAYA HOTELS & RESORTS NV$6.4M0.14%481,998CommonSOLE
23804L103DDOGDATADOG INC$6.3M0.13%59,838CommonSOLE
78409V104SPGIS&P GLOBAL INC$6.2M0.13%12,168CommonSOLE
58933Y105MRKMERCK & CO INC$6.2M0.13%70,404CommonSOLE
V5633W109MMYTMAKEMYTRIP LIMITED MAURITIUS$6.1M0.13%57,248CommonSOLE
437076102HDHOME DEPOT INC$6.0M0.13%16,512CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$5.9M0.13%23,541CommonSOLE
38059T106GFIGOLD FIELDS LTD$5.9M0.12%280,000CommonSOLE
852234103XYZBLOCK INC$5.8M0.12%102,588CommonSOLE
461202103INTUINTUIT$5.8M0.12%9,482CommonSOLE
N72482206QGENQIAGEN NV$5.8M0.12%144,691CommonSOLE
92338C103VLTOVERALTO CORP$5.7M0.12%58,096CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$5.6M0.12%34,000CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$5.6M0.12%9,955CommonSOLE
487836108KKELLANOVA$5.6M0.12%67,315CommonSOLE
235851102DHRDANAHER CORPORATION$5.5M0.12%26,085CommonSOLE
34959E109FTNTFORTINET INC$5.4M0.12%54,751CommonSOLE
925652109VICIVICI PPTYS INC$5.4M0.11%170,097CommonSOLE
149123101CATCATERPILLAR INC$5.4M0.11%15,968CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$5.3M0.11%49,103CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$5.3M0.11%17,793CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$5.2M0.11%17,126CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$5.2M0.11%24,536CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$5.2M0.11%60,311CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$5.2M0.11%64,146CommonSOLE
G3075P101ESGRUSDENSTAR GROUP LIMITED$5.0M0.11%14,928CommonSOLE
30034T103G2CEVERI HLDGS INC$5.0M0.10%362,565CommonSOLE
16411R208LNGCHENIERE ENERGY INC$4.9M0.10%21,761CommonSOLE
052769106ADSKAUTODESK INC$4.9M0.10%18,270CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$4.9M0.10%8,027CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$4.9M0.10%31,486CommonSOLE
N00985106AERAERCAP HOLDINGS NV$4.9M0.10%47,477CommonSOLE
48203R104JNPJUNIPER NETWORKS INC$4.8M0.10%132,721CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$4.8M0.10%88,405CommonSOLE
55354G100MSCIMSCI INC$4.8M0.10%8,436CommonSOLE
896239100TRMBTRIMBLE INC$4.8M0.10%70,044CommonSOLE
35909D109FYBRFRONTIER COMMUNICATIONS PARE$4.7M0.10%131,801CommonSOLE
29446Y502EQXEQUINOX GOLD CORP$4.7M0.10%670,000CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$4.6M0.10%19,341CommonSOLE
631103108NDAQNASDAQ INC$4.5M0.10%59,451CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$4.5M0.09%43,418CommonSOLE
311900104FASTFASTENAL CO$4.4M0.09%56,538CommonSOLE
03662Q105AKXANSYS INC$4.3M0.09%13,370CommonSOLE
254687106DISDISNEY WALT CO$4.2M0.09%42,415CommonSOLE
665859104NTRSNORTHERN TR CORP$4.2M0.09%41,593CommonSOLE
349942102FSMFORTUNA MNG CORP$4.1M0.09%665,000CommonSOLE
72814N104AGSPLAYAGS INC$4.0M0.09%332,629CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$4.0M0.08%100,000CommonSOLE
717081103PFEPFIZER INC$4.0M0.08%162,213CommonSOLE
G16258108BEPBROOKFIELD RENEWABLE PARTNER$4.0M0.08%162,557CommonSOLE
038222105AMATAPPLIED MATLS INC$3.9M0.08%26,671CommonSOLE
704326107PAYXPAYCHEX INC$3.9M0.08%25,922CommonSOLE
101121101BXPBXP INC$3.9M0.08%56,533CommonSOLE
69913P105FNAUSDPATTERSON$3.9M0.08%295,590CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$3.8M0.08%32,263CommonSOLE
00287Y109ABBVABBVIE INC$3.8M0.08%18,910CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$3.8M0.08%55,580CommonSOLE
703395103PDCOEURPATTERSON COS INC$3.8M0.08%122,435CommonSOLE
26484T106DNBDUN & BRADSTREET HLDGS INC$3.8M0.08%424,580CommonSOLE
465741106ITRIITRON INC$3.8M0.08%35,725CommonSOLE
74340W103PLDPROLOGIS INC.$3.7M0.08%33,671CommonSOLE
863667101SYKSTRYKER CORPORATION$3.7M0.08%10,007CommonSOLE
285512109EAELECTRONIC ARTS INC$3.7M0.08%25,244CommonSOLE
868873100SU6SURMODICS INC$3.6M0.08%119,500CommonSOLE
478160104JNJJOHNSON & JOHNSON$3.6M0.08%22,404CommonSOLE
83056P715SKESKEENA RES LTD NEW$3.6M0.08%350,000CommonSOLE
152006102CGAUCENTERRA GOLD INC$3.6M0.08%560,000CommonSOLE
45104G104IBNICICI BANK LIMITED$3.6M0.08%113,816CommonSOLE
450913108IAGIAMGOLD CORP$3.5M0.07%550,000CommonSOLE
86881A100SGRYSURGERY PARTNERS INC$3.5M0.07%146,999CommonSOLE
020002101ALLALLSTATE CORP$3.5M0.07%16,501CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$3.4M0.07%52,067CommonSOLE
65290E101NXTNEXTRACKER INC$3.4M0.07%79,639CommonSOLE
162828206CHECKPOINT THERAPEUTICS INC$3.4M0.07%840,000CommonSOLE
780287108RGLDROYAL GOLD INC$3.2M0.07%20,000CommonSOLE
512807306LRCXLAM RESEARCH CORP$3.2M0.07%42,954CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$3.2M0.07%37,705CommonSOLE
713448108PEPPEPSICO INC$3.2M0.07%21,421CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$3.2M0.07%6,364CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$3.2M0.07%19,615CommonSOLE
697900108PAASPAN AMERN SILVER CORP$3.2M0.07%172,524CommonSOLE
832696405SJMSMUCKER J M CO$3.1M0.07%26,621CommonSOLE
29444U700EQIXEQUINIX INC$3.1M0.07%3,762CommonSOLE
G8473T100STESTERIS PLC$3.1M0.07%13,834CommonSOLE
65339F101NEENEXTERA ENERGY INC$3.1M0.07%44,898CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$3.1M0.06%34,983CommonSOLE
00724F101ADBEADOBE INC$3.1M0.06%7,729CommonSOLE
98978V103ZTSZOETIS INC$3.0M0.06%19,268CommonSOLE
115637209BF/BBROWN FORMAN CORP$3.0M0.06%86,967CommonSOLE
89832Q109TFCTRUIST FINL CORP$3.0M0.06%71,697CommonSOLE
253868103DLRDIGITAL RLTY TR INC$3.0M0.06%20,419CommonSOLE
81730H109SSENTINELONE INC$2.9M0.06%145,870CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$2.9M0.06%37,800CommonSOLE
G0176J109ALLEALLEGION PLC$2.9M0.06%22,226CommonSOLE
H33700107GLOBAL BLUE GROUP HOLDING AG$2.9M0.06%389,400CommonSOLE
058498106BALLBALL CORP$2.9M0.06%55,506CommonSOLE
784730103SSRMSSR MINING IN$2.8M0.06%255,000CommonSOLE
252131107DXCMDEXCOM INC$2.8M0.06%40,846CommonSOLE
042068205ARMARM HOLDINGS PLC$2.8M0.06%24,642CommonSOLE
45168D104IDXXIDEXX LABS INC$2.8M0.06%6,546CommonSOLE
023436108AMEDAMEDISYS INC$2.7M0.06%29,649CommonSOLE
H42097107UBSUBS GROUP AG$2.7M0.06%85,653CommonSOLE
64157F103NVROEURNEVRO CORP$2.7M0.06%465,237CommonSOLE
69526K105PTVEUSDPACTIV EVERGREEN INC$2.7M0.06%150,000CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$2.7M0.06%40,193CommonSOLE
384802104GWWGRAINGER W W INC$2.6M0.06%2,669CommonSOLE
518439104ELLAUDER ESTEE COS INC$2.6M0.06%39,171CommonSOLE
11777Q209BTGB2GOLD CORP$2.6M0.05%820,000CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$2.6M0.05%12,171CommonSOLE
125269100CFCF INDS HLDGS INC$2.5M0.05%32,517CommonSOLE
G3265R107APTVAPTIV PLC$2.5M0.05%40,543CommonSOLE
32022K102FIRST FINANCIAL NORTHWEST IN$2.5M0.05%109,382CommonSOLE
36168Q104GFLGFL ENVIRONMENTAL INC$2.4M0.05%38,879CommonSOLE
901384107TSVT*2SEVENTY BIO INC$2.4M0.05%480,000CommonSOLE
02217A102AMPSUSDALTUS POWER INC$2.4M0.05%479,818CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$2.3M0.05%9,500PUTSOLE
595112103MUMICRON TECHNOLOGY INC$2.3M0.05%25,477CommonSOLE
G3728V109GANGBUSDGAN LTD$2.3M0.05%1,295,391CommonSOLE
40434L105HPQHP INC$2.3M0.05%79,671CommonSOLE
16934W106CMRXEURCHIMERIX INC$2.2M0.05%255,000CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$2.2M0.05%72,932CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$2.1M0.05%47,641CommonSOLE
60938K304MONEYLION INC$2.1M0.04%24,000CommonSOLE
29258Y103EXKENDEAVOUR SILVER CORP$2.0M0.04%450,000CommonSOLE
192108504CDECOEUR MNG INC$2.0M0.04%320,000CommonSOLE
81752R100SRGSERITAGE GROWTH PPTYS$2.0M0.04%619,871CommonSOLE
142339100CSLCARLISLE COS INC$2.0M0.04%5,704CommonSOLE
563571405MTWMANITOWOC CO INC$2.0M0.04%212,999CommonSOLE
26210CAC8DBX 0 03/01/26DROPBOX INC$2.0M0.04%2,000,000CommonSOLE
896945AD4TRIP 0.25 04/01/26TRIPADVISOR INC$1.9M0.04%2,000,000CommonSOLE
68404V209OPTNUSDOPTINOSE INC$1.9M0.04%207,000CommonSOLE
G7500M104RNWRENEW ENERGY GLOBAL PLC$1.9M0.04%316,309CommonSOLE
025816109AXPAMERICAN EXPRESS CO$1.9M0.04%7,000PUTSOLE
896818101TG7TRIUMPH GROUP INC NEW$1.8M0.04%71,999CommonSOLE
52634L108LNSRLENSAR INC$1.8M0.04%126,000CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$1.8M0.04%16,050CommonSOLE
19425C100CNLCOLLECTIVE MINING LTD$1.7M0.04%200,000CommonSOLE
398438408GRFSGRIFOLS S A$1.7M0.04%238,928CommonSOLE
184496107CLHCLEAN HARBORS INC$1.7M0.04%8,380CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$1.6M0.03%25,090CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.6M0.03%6,593CommonSOLE
57064N201MARKFORGED HOLDING CORPORATI$1.6M0.03%341,480CommonSOLE
00437E102ACCDUSDACCOLADE INC$1.6M0.03%226,800CommonSOLE
227483104CCRNCROSS CTRY HEALTHCARE INC$1.6M0.03%105,159CommonSOLE
41068X100HASIHA SUSTAINABLE INFRA CAP INC$1.6M0.03%53,193CommonSOLE
08265T208BSYBENTLEY SYS INC$1.6M0.03%38,485CommonSOLE
172967424CCITIGROUP INC$1.5M0.03%21,000PUTSOLE
949746101WMT2WELLS FARGO CO NEW$1.3M0.03%18,500PUTSOLE
244199105DEDEERE & CO$1.3M0.03%2,800PUTSOLE
296006109EROERO COPPER CORP$1.3M0.03%100,000CommonSOLE
580135101MCDMCDONALDS CORP$1.2M0.03%4,000PUTSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$1.2M0.03%5,756CommonSOLE
58600110975ZSOHO HOUSE & CO INC$1.2M0.03%192,952CommonSOLE
20441A102SBSCOMPANHIA DE SANEAMENTO BASI$1.2M0.02%64,365CommonSOLE
L44385109GLOBGLOBANT S A$1.1M0.02%8,954CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.1M0.02%4,500PUTSOLE
03027X100AMTAMERICAN TOWER CORP NEW$1.1M0.02%5,085CommonSOLE
45720N103INBXINHIBRX BIOSCIENCES INC$1.1M0.02%75,932CommonSOLE
690742101OCOWENS CORNING NEW$1.1M0.02%7,197CommonSOLE
060505104BACBANK AMERICA CORP$1.0M0.02%25,000PUTSOLE
548661107LOWLOWES COS INC$1.0M0.02%4,325CommonSOLE
37045V100GMGENERAL MTRS CO$994,3140.02%21,069CommonSOLE
817323306SEQUANS COMMUNICATIONS S A$988,3460.02%470,641CommonSOLE
00922R105ATSG*AIR TRANSPORT SERVICES GRP I$961,7010.02%42,847CommonSOLE
002824100ABTABBOTT LABS$890,1730.02%7,012CommonSOLE
01749D105ALGMALLEGRO MICROSYSTEMS INC$878,2900.02%37,137CommonSOLE
053332102AZOAUTOZONE INC$762,5560.02%200PUTSOLE
H01301128ALCALCON AG$762,5160.02%8,010CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$688,8500.01%5,000PUTSOLE
09609G209BLE0BLUEBIRD BIO INC$679,0500.01%135,000CommonSOLE
073685109BECNUSDBEACON ROOFING SUPPLY INC$667,9800.01%5,400CommonSOLE
401617105GU9GUESS INC$664,2110.01%60,001CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$655,5480.01%1,200PUTSOLE
756109104OREALTY INCOME CORP$654,6570.01%11,657CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$649,7750.01%3,247CommonSOLE
26884U109EPREPR PPTYS$622,6610.01%12,140CommonSOLE
297178105ESSESSEX PPTY TR INC$606,2470.01%1,989CommonSOLE
14174T107CTRECARETRUST REIT INC$587,5360.01%20,572CommonSOLE
548661107LOWLOWES COS INC$583,0750.01%2,500PUTSOLE
902653104UDRUDR INC$578,0900.01%13,076CommonSOLE
637417106NNNNNN REIT INC$576,0940.01%13,710CommonSOLE
754907103RYNRAYONIER INC$571,9000.01%20,535CommonSOLE
502175102LTCLTC PPTYS INC$566,5300.01%16,219CommonSOLE
706327103PBAPEMBINA PIPELINE CORP$566,3730.01%14,281CommonSOLE
29476L107EQREQUITY RESIDENTIAL$565,4480.01%7,935CommonSOLE
29670E107EPRTESSENTIAL PPTYS RLTY TR INC$559,3270.01%17,131CommonSOLE
758849103REGREGENCY CTRS CORP$552,6980.01%7,635CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC$545,4380.01%14,545CommonSOLE
32054K103FRFIRST INDL RLTY TR INC$536,2610.01%9,885CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$535,0890.01%1,833CommonSOLE
11120U105BRXBRIXMOR PPTY GROUP INC$528,8240.01%20,138CommonSOLE
875465106SKTTANGER INC$526,4500.01%16,021CommonSOLE
68827L101OREUROSISKO GOLD ROYALTIES LTD$525,6160.01%25,000CommonSOLE
25058X303DM*DESKTOP METAL INC$517,4600.01%105,389CommonSOLE
512816109LAMRLAMAR ADVERTISING CO NEW$510,3020.01%4,534CommonSOLE
205887102CAGCONAGRA BRANDS INC$506,7300.01%19,000PUTSOLE
09227Q100BLKBBLACKBAUD INC$504,9630.01%8,138CommonSOLE
91704F104UEURBAN EDGE PPTYS$499,9040.01%26,492CommonSOLE
22002T108CDPCOPT DEFENSE PROPERTIES$493,7500.01%18,233CommonSOLE
313745101FRTFEDERAL RLTY INVT TR NEW$492,8040.01%5,092CommonSOLE
68389X105ORCLORACLE CORP$489,3350.01%3,500PUTSOLE
004239109AKRACADIA RLTY TR$489,2450.01%23,165CommonSOLE
531914109LWAYLIFEWAY FOODS INC$486,7010.01%19,906CommonSOLE
17275R102CSCOCISCO SYS INC$483,7330.01%8,010CommonSOLE
78377T107RHPRYMAN HOSPITALITY PPTYS INC$483,6040.01%5,175CommonSOLE
89854H102TTECTTEC HLDGS INC$480,3460.01%146,002CommonSOLE
747525103QCOMQUALCOMM INC$466,9590.01%2,956CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$464,8510.01%1,734CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$460,9960.01%16,330CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$456,3290.01%31,406CommonSOLE
278865100ECLECOLAB INC$454,7160.01%1,800CommonSOLE
615369105MCOMOODYS CORP$420,2060.01%896CommonSOLE
09075V102BNTXBIONTECH SE$418,3800.01%4,200CommonSOLE
22822V101CCICROWN CASTLE INC$411,7960.01%4,014CommonSOLE
45784P101PODDINSULET CORP$411,0600.01%1,500CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$409,4520.01%1,200CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$400,5500.01%5,000PUTSOLE
209115104EDCONSOLIDATED EDISON INC$397,0350.01%3,680CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$391,2840.01%5,408CommonNONE
78410G104SBACSBA COMMUNICATIONS CORP NEW$384,5070.01%1,777CommonSOLE
743315103PGRPROGRESSIVE CORP$383,1460.01%1,396CommonSOLE
66765N105NWNNORTHWEST NAT HLDG CO$380,9220.01%9,137CommonSOLE
231021106CMICUMMINS INC$379,7190.01%1,174CommonSOLE
646025106NJRNEW JERSEY RES CORP$374,4900.01%7,739CommonSOLE
68235P108OGSONE GAS INC$372,7050.01%5,055CommonSOLE
437076102HDHOME DEPOT INC$366,4900.01%1,000PUTSOLE
30161N101EXCEXELON CORP$363,2040.01%8,208CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$362,5880.01%4,292CommonSOLE
87807B107TRPTC ENERGY CORP$360,0360.01%7,498CommonSOLE
049560105ATOATMOS ENERGY CORP$359,8410.01%2,384CommonSOLE
88033G407THCTENET HEALTHCARE CORP$358,4170.01%2,666CommonSOLE
29364G103ETRENTERGY CORP NEW$355,7410.01%4,234CommonSOLE
92343E102VRSNVERISIGN INC$350,0130.01%1,374CommonSOLE
617446448MSMORGAN STANLEY$350,0100.01%3,000PUTSOLE
60770K107MRNAMODERNA INC$337,8880.01%10,005CommonSOLE
136375102CNICANADIAN NATL RY CO$335,2190.01%3,381CommonSOLE
931427108WFCWALGREEN BOOTS ALLIANCE INC$335,1000.01%30,000CommonSOLE
907818108UNPUNION PAC CORP$330,5940.01%1,401CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$330,3420.01%4,634CommonSOLE
438516106HONHONEYWELL INTL INC$330,0360.01%1,541CommonSOLE
149123101CATCATERPILLAR INC$329,8000.01%1,000PUTSOLE
46266C105IQVIQVIA HLDGS INC$297,7760.01%1,600CommonSOLE
816851109SRESEMPRA$293,0610.01%4,183CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$270,2830.01%1,903CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$267,2990.01%554CommonNONE
857477103STTSTATE STR CORP$258,4520.01%2,816CommonSOLE
281020107EIXEDISON INTL$254,2530.01%4,438CommonSOLE
375558103GILDGILEAD SCIENCES INC$251,6660.01%2,264CommonSOLE
11135F101AVGOBROADCOM INC$251,1450.01%1,500PUTSOLE
G4705A100ICLRICON PLC$239,7720.01%1,300CommonSOLE
370334104GISGENERAL MLS INC$239,1600.01%4,000PUTSOLE
375916103GILGILDAN ACTIVEWEAR INC$237,6770.01%5,335CommonSOLE
516544103LNTHLANTHEUS HLDGS INC$223,7400.00%2,250CommonSOLE
260003108DOVDOVER CORP$214,2630.00%1,196CommonSOLE
67077M108NTRNUTRIEN LTD$212,5710.00%5,185CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$212,4750.00%1,566CommonSOLE
H11356104BGBUNGE GLOBAL SA$209,4570.00%2,738CommonSOLE
134429109CPBTHE CAMPBELLS COMPANY$199,6000.00%5,000PUTSOLE
G7S00T104PNRPENTAIR PLC$195,1420.00%2,185CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$183,0190.00%1,046CommonSOLE
86771W105RUNSUNRUN INC$168,5080.00%28,038CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$166,5850.00%2,340CommonSOLE
45687V106IRINGERSOLL RAND INC$163,2500.00%2,008CommonSOLE
58155Q103MCKMCKESSON CORP$158,3030.00%238CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$157,7530.00%682CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$153,0430.00%677CommonSOLE
922475108VEEVVEEVA SYS INC$145,5750.00%613CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$145,2960.00%2,726CommonSOLE
15677J108DAYDAYFORCE INC$143,4580.00%2,405CommonSOLE
911363109URIUNITED RENTALS INC$140,8110.00%218CommonSOLE
436440101HO1HOLOGIC INC$139,1610.00%2,233CommonSOLE
780087102RYROYAL BK CDA$134,5400.00%1,179CommonSOLE
693506107PPGPPG INDS INC$129,7070.00%1,197CommonSOLE
38071H106GROYGOLD ROYALTY CORP$128,6820.00%86,364CommonSOLE
13321L108CCJCAMECO CORP$126,4260.00%2,981CommonSOLE
50212V100LPLALPL FINL HLDGS INC$125,2790.00%376CommonSOLE
G39973204CHRCHEER HLDG INC$117,0860.00%88,035CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$103,8490.00%6,515CommonSOLE
009158106APDAIR PRODS & CHEMS INC$103,0280.00%400CommonNONE
370334104GISGENERAL MLS INC$102,3170.00%1,715CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$101,0810.00%1,041CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$100,5670.00%2,305CommonSOLE
278642103EBAYEBAY INC.$100,0810.00%1,498CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$98,6950.00%590CommonSOLE
219350105GLWCORNING INC$98,2880.00%2,111CommonSOLE
871829107SYYSYSCO CORP$98,1030.00%1,325CommonSOLE
458140100INTCINTEL CORP$97,2220.00%5,010CommonNONE
693718108PCARPACCAR INC$96,0300.00%978CommonSOLE
969904101WSMWILLIAMS SONOMA INC$95,8570.00%583CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$95,3460.00%1,229CommonSOLE
988498101YUMYUM BRANDS INC$94,9050.00%602CommonSOLE
097023105BABOEING CO$86,7960.00%650CommonNONE
012653101ALBALBEMARLE CORP$84,7670.00%1,134CommonSOLE
46429B671MCHIISHARES TR$82,5000.00%1,500CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$69,5500.00%657CommonSOLE
668771108GENGEN DIGITAL INC$69,2780.00%2,533CommonSOLE
617446448MSMORGAN STANLEY$68,3060.00%574CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$66,9420.00%1,236CommonSOLE
G0250X107AMCRAMCOR PLC$64,6880.00%6,662CommonSOLE
443510607HUBBHUBBELL INC$57,4560.00%168CommonSOLE
501044101KRKROGER CO$51,5890.00%780CommonSOLE
40412C101HCAHCA HEALTHCARE INC$48,9550.00%143CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$48,6470.00%356CommonSOLE
036752103ELVELEVANCE HEALTH INC$46,2190.00%107CommonSOLE
761152107RMDRESMED INC$45,4140.00%204CommonSOLE
902973304USBUS BANCORP DEL$40,6790.00%941CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$40,5050.00%1,847CommonSOLE
136069101CMCANADIAN IMPERIAL BK COMM$39,7770.00%698CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$38,0230.00%90CommonNONE
466313103JBLJABIL INC$34,2920.00%246CommonSOLE
001055102AFLAFLAC INC$33,7880.00%305CommonSOLE
315616102FFIVF5 INC$33,7600.00%125CommonSOLE
H2906T109GRMNGARMIN LTD$33,1950.00%153CommonSOLE
833034101SNASNAP ON INC$33,1940.00%99CommonSOLE
29084Q100EMEEMCOR GROUP INC$32,6220.00%86CommonSOLE
64110D104NTAPNETAPP INC$32,4280.00%356CommonSOLE
75513E101RTXRTX CORPORATION$19,8640.00%173CommonNONE
30231G102XOMEXXON MOBIL CORP$12,2400.00%120CommonNONE
45073V108ITTITT INC$12,1260.00%110CommonNONE
19260Q107COINCOINBASE GLOBAL INC$10,5160.00%67CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$9,6710.00%173CommonNONE
88160R101TSLATESLA INC$7,0220.00%30CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$4,8110.00%89CommonNONE
G8656L130THCHTH INTERNATIONAL LIMITED$4,1670.00%1,427CommonSOLE
833445109SNOWSNOWFLAKE INC$3,1900.00%25CommonNONE
50155Q100KDKYNDRYL HLDGS INC$2,8090.00%100CommonNONE
02209S103MOALTRIA GROUP INC$2,7410.00%50CommonNONE
577081102MATMATTEL INC$2,5730.00%160CommonNONE
418056107HASHASBRO INC$2,1100.00%40CommonNONE
90138F102TWLOTWILIO INC$2,0430.00%25CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$1,9520.00%33CommonNONE
853606101SLISTANDARD LITHIUM LTD$1,1390.00%1,000CommonNONE
68622V106OGNORGANON & CO$6380.00%50CommonNONE
45688C107NGVTINGEVITY CORP$1840.00%6CommonNONE
29082K105EMBCEMBECTA CORP$470.00%4CommonNONE
22112H101CSCIFCOSCIENS BIOPHARMA INC$30.00%1CommonNONE
88688T100TLRYEURTILRAY BRANDS INC$10.00%1CommonNONE

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.