MondegarAI
B. Metzler seel. Sohn & Co. AG

Q2 2024 · 13F-HR

B. Metzler seel. Sohn & Co. AGholdings as filed

Filed 2024-08-13 · accession 0000947871-24-000685

$10.36B
Reported value
756
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 756

CUSIPTickerIssuerValue% port.SharesClassVoting
244199105DEDeere & Company$968.5M9.35%329,026CommonSOLE
594918104MSFTMicrosoft Corporation$738.3M7.13%1,651,953CommonSOLE
037833100AAPLAPPLE INC.$567.7M5.48%2,695,608CommonSOLE
67066G104NVDANVIDIA Corporation$543.9M5.25%4,402,700CommonSOLE
023135106AMZNAMAZON.COM INC.$483.4M4.67%2,501,592CommonSOLE
02079K305GOOGLALPHABET INC.$471.7M4.55%2,589,783CommonSOLE
742718109PGPROCTER GAMBLE$288.3M2.78%1,747,931CommonSOLE
92826C839VVISA INC.$274.5M2.65%1,045,817CommonSOLE
191216100KOCoca-Cola Company$268.6M2.59%4,219,863CommonSOLE
91324P102UNHUnitedHealth Group Incorporated$254.3M2.45%499,464CommonSOLE
883556102TMOTHERMO FISH.SCIENTIF.$193.3M1.87%349,474CommonSOLE
78409V104SPGIS&P GLOBAL INC.$188.5M1.82%422,670CommonSOLE
697435105PANWPalo Alto Networks, Inc.$174.0M1.68%513,392CommonSOLE
46266C105IQVIQVIA Holdings Inc.$131.9M1.27%623,986CommonSOLE
02079K107GOOGALPHABET INC.$127.0M1.23%695,096CommonSOLE
30303M102METAMETA PLATFORMS INC$110.2M1.06%218,529CommonSOLE
580135101MCDMcDonald's Corporation$101.1M0.98%396,891CommonSOLE
532457108LLYELI LILLY$97.8M0.94%107,998CommonSOLE
09247X101BLKCHFBlackRock, Inc.$96.4M0.93%122,390CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$94.7M0.91%344,045CommonSOLE
22052L104CTVACORTEVA INC.$91.6M0.88%1,698,724CommonNONE
713448108PEPPEPSICO INC.$91.2M0.88%552,771CommonSOLE
654106103NKENIKE INC.$91.1M0.88%1,208,694CommonSOLE
57636Q104MAMASTERCARD INC.$90.1M0.87%204,296CommonSOLE
00287Y109ABBVABBVIE INC.$84.1M0.81%490,619CommonSOLE
11135F101AVGOBROADCOM INC.$78.2M0.76%48,732CommonSOLE
437076102HDHOME DEPOT INC.$72.1M0.70%209,496CommonSOLE
235851102DHRDANAHER CORP.$69.1M0.67%276,405CommonSOLE
478160104JNJJOHNSON & JOHNSON$64.3M0.62%439,588CommonSOLE
874039100TSMTAIWAN SEMICON.MANU$63.1M0.61%363,107CommonSOLE
46625H100JPMJPMORGAN CHASE$62.4M0.60%308,417CommonSOLE
461202103INTUINTUIT INC.$57.8M0.56%87,944CommonSOLE
032095101APHAMPHENOL CORP.$56.3M0.54%835,536CommonSOLE
98419M100XYLXYLEM INC.$53.5M0.52%394,299CommonSOLE
172908105CTASCINTAS CORP.$50.1M0.48%71,486CommonSOLE
871607107SNPSSYNOPSYS INC.$49.9M0.48%83,854CommonSOLE
22160K105COSTCOSTCO WHOLESALE$48.9M0.47%57,543CommonSOLE
58933Y105MRKMERCK CO.$47.7M0.46%385,623CommonSOLE
64110L106NFLXNETFLIX INC.$47.2M0.46%70,018CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$46.3M0.45%285,482CommonSOLE
09857L108BKNGBOOKING HLDGS$46.0M0.44%11,607CommonSOLE
038222105AMATAPPLIED MATERIALS INC.$44.2M0.43%187,490CommonSOLE
571748102MRSHMARSH&MCLENNAN COS.INC.$43.2M0.42%205,216CommonSOLE
882508104TXNTexas Instruments Incorporated$42.8M0.41%220,223CommonSOLE
149123101CATCATERPILLAR INC.$42.0M0.41%126,230CommonSOLE
98978V103ZTSZOETIS INC.$41.1M0.40%237,335CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$40.3M0.39%98,946CommonSOLE
084670108BRK/ABerkshire Hathaway Inc.$38.6M0.37%63CommonNONE
11133T103BRBROADRIDGE FINL SOL.$37.9M0.37%192,173CommonSOLE
29362U104ENTGENTEGRIS INC.$36.2M0.35%267,413CommonSOLE
863667101SYKSTRYKER CORP.$35.3M0.34%103,787CommonSOLE
81762P102NOWSERVICENOW INC.$34.2M0.33%43,511CommonSOLE
00724F101ADBEADOBE INC.$32.6M0.31%58,731CommonSOLE
17275R102CSCOCisco Systems Inc.$32.5M0.31%684,309CommonSOLE
79466L302CRMSALESFORCE INC.$32.2M0.31%125,244CommonSOLE
88160R101TSLATESLA INC.$30.3M0.29%153,059CommonSOLE
366651107ITGARTNER INC.$29.0M0.28%64,540CommonSOLE
194162103CLColgate-Palmolive Company$28.7M0.28%296,219CommonSOLE
94106L109WMWaste Management Inc.$26.6M0.26%124,808CommonSOLE
05722G100BKRBAKER HUGHES CO.$25.5M0.25%725,951CommonSOLE
060505104BACBANK AMERICA$23.8M0.23%599,350CommonSOLE
053332102AZOAUTOZONE INC.$23.8M0.23%8,017CommonSOLE
907818108UNPUnion Pacific Corp.$23.0M0.22%101,728CommonSOLE
68389X105ORCLORACLE CORP.$22.6M0.22%159,774CommonSOLE
101137107BSXBoston Scientific Corp.$21.2M0.20%274,919CommonSOLE
58733R102MELIMERCADOLIBRE INC.$21.0M0.20%12,772CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$20.4M0.20%211,411CommonSOLE
12514G108CDWCDW CORP.$19.8M0.19%88,248CommonSOLE
747525103QCOMQUALCOMM INC.$19.1M0.18%96,086CommonSOLE
036752103ELVELEVANCE HEALTH$18.5M0.18%34,099CommonSOLE
025816109AXPAMER. EXPRESS$17.5M0.17%75,563CommonSOLE
30231G102XOMEXXON MOBIL CORP.$17.4M0.17%150,787CommonSOLE
931142103WMTWALMART$17.1M0.17%252,605CommonSOLE
40415F101HDBHDFC BANK LTD$16.6M0.16%257,681CommonSOLE
92532F100VRTXVERTEX PHARMAC.$16.5M0.16%35,235CommonSOLE
872540109TJXTJX COS INC.$16.3M0.16%147,742CommonSOLE
075887109BDXBecton, Dickinson & Co.$16.2M0.16%69,228CommonSOLE
824348106SHWSHERWIN-WILLIAMS$16.1M0.16%53,932CommonSOLE
031162100AMGNAMGEN INC.$15.9M0.15%50,793CommonSOLE
808513105SCHWCHARLES SCHWAB CORP.$15.8M0.15%214,616CommonSOLE
512807108LRCXEURLAM RESEARCH CORP.$15.7M0.15%14,731CommonSOLE
92343V104VZVERIZON COMM. INC.$15.7M0.15%379,920CommonSOLE
949746101WMT2WELLS FARGO CO NEW$15.4M0.15%260,110CommonSOLE
254687106DISDISNEY WALT CO$15.4M0.15%154,632CommonSOLE
127387108CDNSCADENCE DESIGN SYS$13.7M0.13%44,552CommonSOLE
548661107LOWLOWE'S COS INC.$13.5M0.13%61,157CommonSOLE
040413106ANETEURARISTA NETWORKS$13.5M0.13%38,445CommonSOLE
002824100ABTABBOTT LABS$13.5M0.13%129,575CommonSOLE
20030N101CMCSACOMCAST CORP.$12.8M0.12%325,779CommonSOLE
166764100CVXCHEVRON CORP.$11.6M0.11%74,422CommonSOLE
65339F101NEENEXTERA ENERGY INC.$11.5M0.11%162,802CommonSOLE
030420103AWKAmerican Water Works Co. Inc.$11.5M0.11%88,980CommonSOLE
717081103PFEPFIZER INC.$11.5M0.11%409,528CommonSOLE
053015103ADPAUTOM. DATA PROC.$11.3M0.11%47,178CommonSOLE
38141G104GSGOLDMAN SACHS GRP INC.$11.3M0.11%24,874CommonSOLE
20825C104COPCONOCOPHILLIPS$11.2M0.11%98,069CommonSOLE
443201108HWMHOWMET AEROSPACE$10.8M0.10%139,752CommonSOLE
89832Q109TFCTRUIST FINL CORP.$10.6M0.10%272,325CommonSOLE
459200101IBMINTL BUS. MACH.$10.6M0.10%61,078CommonSOLE
693475105PNCPNC FINL SERVICES GRP$10.5M0.10%67,395CommonSOLE
032654105ADIANALOG DEVICES INC.$10.3M0.10%45,334CommonSOLE
55354G100MSCIMSCI INC.$10.3M0.10%21,470CommonNONE
595017104MCHPMICROCHIP TECH.$10.1M0.10%110,487CommonSOLE
46120E602ISRGINTUITIVE SURGIC.$10.1M0.10%22,706CommonSOLE
942622200WSOWATSCO INC.$9.9M0.10%21,473CommonSOLE
031100100AMEAMETEK INC.$9.7M0.09%58,017CommonSOLE
609207105MDLZMONDELEZ INTL INC.$9.5M0.09%145,639CommonSOLE
617446448MSMORGAN STANLEY$9.5M0.09%97,267CommonSOLE
45784P101PODDINSULET CORP.$9.2M0.09%45,471CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$8.9M0.09%76,507CommonSOLE
816851109SRESEMPRA$8.8M0.09%116,177CommonSOLE
294429105EFXEQUIFAX INC.$8.8M0.08%36,125CommonSOLE
759351604RGAREINSURANCE GRP OF AMERICA I$8.7M0.08%42,150CommonSOLE
682680103OKEONEOK INC.$8.6M0.08%105,418CommonSOLE
89677Q107TCOMTRIP.COM.GROUP$8.5M0.08%181,210CommonNONE
30161N101EXCEXELON CORP.$8.5M0.08%244,667CommonSOLE
458140100INTCINTEL CORP.$8.4M0.08%271,938CommonSOLE
92345Y106VRSKVERISK ANALYTICS$8.4M0.08%31,002CommonNONE
90353T100UBERUBER TECH.$8.3M0.08%114,763CommonSOLE
28176E108EWEdwards Lifesciences Corp.$8.1M0.08%88,161CommonSOLE
29444U700EQIXEQUINIX INC.$8.1M0.08%10,748CommonSOLE
344419106FMXFOMENTO ECONOMICO MEXICANO S$8.1M0.08%75,365CommonNONE
743315103PGRPROGRESSIVE CORP.$8.1M0.08%38,837CommonSOLE
375558103GILDGILEAD SCIENCES$8.0M0.08%115,977CommonSOLE
911312106UPSUNITED PARCEL SE.$7.9M0.08%57,992CommonSOLE
125523100CITHE CIGNA GROUP$7.8M0.08%23,616CommonSOLE
00206R102TAT & T INC.$7.5M0.07%391,207CommonSOLE
595112103MUMicron Technology Inc.$7.5M0.07%56,824CommonSOLE
253868103DLRDIGITAL REALTY TR.$7.4M0.07%48,573CommonSOLE
78709Y105SAIASAIA INC.$7.3M0.07%15,379CommonNONE
052769106ADSKAUTODESK INC.$7.3M0.07%29,310CommonSOLE
482480100KLACKLA CORP.$7.2M0.07%8,687CommonSOLE
92939U106WECWEC ENERGY GRP$7.1M0.07%91,095CommonSOLE
872590104TMUST-MOBILE US INC.$6.9M0.07%39,317CommonSOLE
15118V207CELHCELSIUS HOLDINGS INC.$6.9M0.07%121,000CommonSOLE
142339100CSLCARLISLE COS. INC.$6.8M0.07%16,852CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$6.7M0.06%95,623CommonSOLE
74340W103PLDPROLOGIS INC.$6.6M0.06%58,704CommonSOLE
311900104FASTFASTENAL CO.$6.6M0.06%104,406CommonSOLE
03027X100AMTAMERICAN TOWER$6.6M0.06%33,741CommonSOLE
42226K105HRHEALTHCARE RLTY TR$6.6M0.06%397,600CommonSOLE
252131107DXCMDEXCOM INC.$6.4M0.06%56,758CommonSOLE
09260D107BXBLACKSTONE INC.$6.4M0.06%51,862CommonSOLE
291011104EMREMERSON EL.$6.4M0.06%57,905CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$6.4M0.06%84,320CommonSOLE
45866F104ICEINTERCONTINENTAL EXCH.INC$6.3M0.06%46,242CommonSOLE
465562106ITUBITAU UNIBCO HLDG$6.3M0.06%1,082,236CommonNONE
911363109URIUNITED RENTALS INC.$6.3M0.06%9,731CommonSOLE
56585A102MPCMARATHON PETROLEUM$6.1M0.06%35,410CommonSOLE
780259305SHELSHELL PLC$6.1M0.06%84,966CommonNONE
369604301GEGE AEROSPACE$6.1M0.06%38,429CommonSOLE
172967424CCITIGROUP INC.$6.0M0.06%94,869CommonSOLE
278865100ECLECOLAB INC.$6.0M0.06%25,022CommonSOLE
16411R208LNGCHENIERE ENERGY$5.9M0.06%33,686CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$5.8M0.06%93,000CommonSOLE
82452J109FOURSHIFT4 PMTS INC$5.8M0.06%79,164CommonNONE
45104G104IBNICICI BANK LTD$5.8M0.06%200,216CommonSOLE
615369105MCOMOODY'S CORP$5.8M0.06%13,681CommonSOLE
87612E106TGTTARGET CORP.$5.7M0.05%38,442CommonSOLE
147448104CWSTCASELLA WASTE SYS$5.7M0.05%57,355CommonNONE
620076307MSIMOTOROLA SOLUTIONS$5.7M0.05%14,734CommonSOLE
58155Q103MCKMCKESSON$5.6M0.05%9,653CommonSOLE
718546104PSXPHILLIPS 66$5.6M0.05%39,440CommonSOLE
438516106HONHONEYWELL INTL$5.5M0.05%25,987CommonSOLE
48282T104KAIKADANT INC.$5.5M0.05%18,882CommonNONE
42226A107HQYHEALTHEQUITY INC.$5.5M0.05%63,456CommonNONE
125896100CMSCMS ENERGY CORP.$5.4M0.05%91,177CommonSOLE
855244109SBUXSTARBUCKS CORP.$5.3M0.05%68,610CommonSOLE
12572Q105CMECME GROUP INC.$5.3M0.05%27,057CommonSOLE
34959J108FTVFORTIVE CORP.$5.2M0.05%69,724CommonNONE
452308109ITWILL. TOOL WKS$5.1M0.05%21,657CommonSOLE
92047W101VVVVALVOLINE INC.$5.1M0.05%118,058CommonNONE
902973304USBU.S. BANCORP$5.1M0.05%127,878CommonSOLE
637870106NSANATIONAL STORAGE AFFILIATES$5.0M0.05%121,849CommonNONE
020002101ALLALLSTATE CORP.$5.0M0.05%31,400CommonSOLE
912008109USFDUS FOODS HLDG CORP$5.0M0.05%94,528CommonNONE
91913Y100VLOVALERO ENERGY CORP.$4.9M0.05%31,526CommonSOLE
49714P108KNSLKINSALE CAP GROUP INC$4.9M0.05%12,800CommonSOLE
49456B101KMIKINDER MORGAN P$4.9M0.05%247,819CommonSOLE
363576109AJGGallagher & Co., Arthur J.$4.9M0.05%18,954CommonNONE
099406100BOOTBOOT BARN HLDGS$4.9M0.05%37,880CommonNONE
384802104GWWGRAINGER W W INC$4.9M0.05%5,408CommonSOLE
40171V100GWREGUIDEWIRE SOFTWA.$4.8M0.05%34,952CommonNONE
89531P105TREXTREX CO. INC.$4.8M0.05%64,663CommonNONE
40412C101HCAHCA HEALTHCARE INC.$4.8M0.05%14,906CommonSOLE
009066101ABNBAIRBNB INC.$4.7M0.05%31,269CommonSOLE
60937P106MDBMONGODB INC.$4.7M0.05%18,853CommonSOLE
71654V408PBRPETROLEO BRASILEIRO$4.6M0.04%320,769CommonNONE
98850P109YUMCYUM CHINA HLDGS$4.6M0.04%150,392CommonSOLE
722304102PDDPDD HOLDINGS SP$4.6M0.04%34,850CommonNONE
370334104GISGENL MILLS$4.6M0.04%72,916CommonSOLE
43300A203HLTHILTON WORLD.HDGS$4.6M0.04%21,066CommonSOLE
456788108INFYINFOSYS LTD.$4.6M0.04%246,635CommonSOLE
29358P101ENSGENSIGN GROUP INC.$4.6M0.04%37,081CommonNONE
460146103IPINTL PAPER$4.6M0.04%106,295CommonSOLE
98956P102ZBHZIMMER BIOMET HLDGS$4.6M0.04%41,992CommonSOLE
842587107SOTHE SOUTHERN CO.$4.5M0.04%58,646CommonNONE
42824C109HPEHEWLETT PACKARD ENT.$4.5M0.04%214,062CommonSOLE
95040Q104WELLWELLTOWER INC.$4.5M0.04%43,220CommonSOLE
073685109BECNUSDBEACON ROOFING$4.5M0.04%49,745CommonNONE
358039105FRPTFRESHPET INC.$4.5M0.04%34,736CommonNONE
651639106NEMNEWMONT CORP.$4.5M0.04%106,860CommonSOLE
40434L105HPQHP INC.$4.5M0.04%127,161CommonSOLE
316773100FITBFIFTH THIRD BANCORP$4.4M0.04%121,840CommonSOLE
73278L105POOLPOOL CORP.$4.4M0.04%14,404CommonSOLE
406216101HALHALLIBURTON CO.$4.4M0.04%130,970CommonSOLE
446150104HBANHUNTINGTON BANCSHS$4.4M0.04%334,462CommonSOLE
278642103EBAYEBAY INC.$4.4M0.04%82,056CommonSOLE
45168D104IDXXIDEXX LABS INC.$4.4M0.04%9,020CommonSOLE
971378104WSCWILLSCOT MOBIL MINI HLDNG CO$4.4M0.04%116,655CommonNONE
88162G103TTEKTETRA TECH INC.$4.3M0.04%21,151CommonNONE
33829M101FIVEFIVE BELOW INC.$4.3M0.04%39,651CommonNONE
46187W107INVHINVITATION HOMES$4.3M0.04%119,733CommonSOLE
70450Y103PYPLPAYPAL HDGS INC.$4.3M0.04%73,910CommonSOLE
337738108FISVFISERV INC.$4.3M0.04%28,580CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$4.3M0.04%24,070CommonSOLE
14040H105COFCAPITAL ONE FINL$4.2M0.04%30,396CommonSOLE
26875P101EOGEOG RESOURCES$4.2M0.04%33,421CommonSOLE
883203101TXTTEXTRON INC.$4.2M0.04%48,796CommonNONE
681116109OLLIOLLIES BARGAIN OUTLET HLDGS$4.2M0.04%42,414CommonNONE
75886F107REGNREGENERON PHARMAC.$4.1M0.04%3,938CommonSOLE
45768S105IOSPINNOSPEC INC.$4.1M0.04%33,148CommonNONE
487836108KKELLANOVA CO.$4.1M0.04%70,801CommonSOLE
592688105MTDMETTLER-TOLEDO INTL$4.1M0.04%2,910CommonSOLE
407497106HLNEHAMILTON LANE INC$4.0M0.04%32,224CommonNONE
018802108LNTALLIANT ENERGY$4.0M0.04%78,151CommonSOLE
871829107SYYSYSCO CORP.$4.0M0.04%55,678CommonSOLE
19247A100CNSCOHEN & STEERS$4.0M0.04%54,545CommonNONE
256677105DGDOLLAR GENER.CORP.$3.9M0.04%29,460CommonNONE
857477103STTSTATE STREET CORP.$3.9M0.04%52,332CommonSOLE
338307101FIVNFIVE9 INC.$3.8M0.04%87,278CommonNONE
05968L102CIBEURBANCOLOMB$3.8M0.04%116,467CommonSOLE
03820C105AITAPPLIED IND. TECHS$3.8M0.04%19,596CommonNONE
7591EP100RFREGIONS FINANCIAL$3.8M0.04%188,163CommonSOLE
58506Q109MEDPMEDPACE HOLDINGS$3.8M0.04%9,133CommonNONE
30040W108ESEVERSOURCE ENERGY$3.8M0.04%66,169CommonSOLE
526107107LIILENNOX INTL INC.$3.7M0.04%6,897CommonSOLE
27579R104EWBCEAST WEST BANCORP$3.7M0.04%50,243CommonNONE
126650100CVSCVS HEALTH CORP.$3.7M0.04%61,838CommonSOLE
174610105CFGCITIZENS FINL GROUP$3.6M0.04%101,196CommonSOLE
298736109EEFTEURONET WW.$3.6M0.04%35,171CommonNONE
22822V101CCICROWN CASTLE INC.$3.6M0.04%37,233CommonSOLE
48251W104KKRKKR & CO. INC.$3.6M0.04%34,525CommonSOLE
60786M105MCMOELIS & CO$3.6M0.03%63,422CommonNONE
571903202MARMARRIOTT INTL INC NEW$3.6M0.03%14,902CommonSOLE
254709108DFSEURDISCOVER FINL SRVCS$3.6M0.03%27,237CommonSOLE
06417N103OZKBANK OZK LITTLE ROCK ARK$3.5M0.03%85,695CommonNONE
222070203COTYCOTY INC.$3.5M0.03%348,608CommonSOLE
98138H101WDAYWORKDAY INC.$3.5M0.03%15,533CommonSOLE
064058100BKBK N.Y. MELLON$3.5M0.03%57,796CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$3.5M0.03%9,026CommonSOLE
957638109WALWESTERN ALLIANCE BANC.$3.4M0.03%54,755CommonNONE
75524B104RBCRBC BEARINGS INC.$3.4M0.03%12,559CommonNONE
44925C103ICFIICF INTL INC.$3.4M0.03%22,783CommonNONE
001055102AFLAFLAC INC.$3.4M0.03%37,738CommonSOLE
74164M108PRIPRIMERICA INC.$3.3M0.03%13,993CommonNONE
443573100HUBSHUBSPOT INC.$3.3M0.03%5,596CommonSOLE
760759100RSGREPUBLIC SERVIC.$3.3M0.03%16,839CommonNONE
15135B101CNCCENTENE CORP.$3.2M0.03%48,927CommonNONE
87612G101TRGPTARGA RESOURCES$3.2M0.03%25,189CommonSOLE
48241A105KBKB FINANCIAL$3.2M0.03%56,937CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB$3.2M0.03%77,276CommonSOLE
229663109CUBECUBESMART$3.2M0.03%70,771CommonNONE
009158106APDAIR PRODS & CHEMS INC$3.2M0.03%12,295CommonSOLE
126408103CSXCSX CORP.$3.2M0.03%94,803CommonSOLE
693506107PPGPPG Industries Inc.$3.2M0.03%25,163CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$3.2M0.03%42,567CommonSOLE
96208T104WEXWEX INC.$3.2M0.03%17,799CommonNONE
277276101EGPEASTGRP PTIES$3.2M0.03%18,531CommonNONE
03990B101ARESARES MNGMT CORP.$3.1M0.03%23,582CommonNONE
71377A103PFGCPERFORMANCE FOOD GROUP CO$3.1M0.03%47,197CommonNONE
988498101YUMYUM BRANDS$3.1M0.03%23,499CommonSOLE
76169C100REXRREXFORD IND.REALTY$3.1M0.03%69,510CommonNONE
704326107PAYXPAYCHEX INC.$3.1M0.03%26,072CommonSOLE
477839104JBTMJOHN BEAN TECHS$3.1M0.03%32,495CommonNONE
78463M107SPSCSPS COMMERCE INC.$3.1M0.03%16,368CommonNONE
42809H107HESHESS CORP.$3.1M0.03%20,849CommonSOLE
892356106TSCOTRACTOR SUPPLY$3.1M0.03%11,364CommonSOLE
05368V106AVNTAVIENT CORP.$3.1M0.03%70,260CommonNONE
29977A105EVREVERCORE$3.1M0.03%14,696CommonNONE
49338L103KEYSKEYSIGHT TECHS$3.1M0.03%22,304CommonSOLE
758750103RRXREGAL REXNORD CORP.$3.0M0.03%22,207CommonNONE
631103108NDAQNASDAQ INC.$3.0M0.03%49,755CommonSOLE
72346Q104PINNACLE FINANCIAL$3.0M0.03%37,424CommonNONE
12769G100CZRCAESARS ENTMT INC.$3.0M0.03%75,333CommonNONE
444859102HUMHUMANA INC.$3.0M0.03%7,984CommonSOLE
03076C106AMPAMERIPRISE FINL$3.0M0.03%6,978CommonSOLE
668771108GENGEN DIGITAL INC.$3.0M0.03%118,361CommonNONE
45687V106IRINGERSOLL RAND INC$3.0M0.03%32,525CommonSOLE
750917106RMBSRAMBUS INC.$3.0M0.03%50,210CommonNONE
37045V100GMGENERAL MOTORS$2.9M0.03%63,425CommonSOLE
67103H107ORLYO'REILLY AUTOMOTIV.$2.9M0.03%2,771CommonSOLE
03662Q105AKXANSYS INC.$2.9M0.03%9,091CommonSOLE
682189105ONON Semiconductor Corp.$2.9M0.03%42,485CommonNONE
231021106CMICUMMINS INC.$2.9M0.03%10,507CommonSOLE
92338C103VLTOVERALTO CORP.$2.9M0.03%30,401CommonSOLE
74144T108TROWT.ROW.PR.GRP$2.9M0.03%25,156CommonSOLE
03073E105CORCENCORA$2.9M0.03%12,834CommonSOLE
053484101AVBAVALONBAY COMM.$2.9M0.03%13,863CommonSOLE
31428X106FDXFEDEX CORP.$2.9M0.03%9,539CommonSOLE
260557103DOWDOW INC.$2.9M0.03%53,760CommonSOLE
26856L103ELFE.L.F. BEAUTY INC.$2.8M0.03%13,350CommonSOLE
576485205MTDRMATADOR RESOURSES$2.8M0.03%47,140CommonNONE
83200N103SMARGBPSMARTSHEET INC.$2.8M0.03%63,230CommonNONE
494368103KMBKIMBERLY-CLARK$2.8M0.03%19,943CommonSOLE
744320102PRUPRUDENTIAL FINL$2.7M0.03%23,360CommonSOLE
701094104PHPARKER-HANNIFIN$2.7M0.03%5,392CommonSOLE
887389104TKRTIMKEN CO.$2.7M0.03%33,963CommonNONE
72703H101PLNTPLANET FITNESS INC$2.7M0.03%36,951CommonNONE
049560105ATOATMOS EN. CORP.$2.7M0.03%23,271CommonSOLE
24703L202DELLDELL TECHS INC.$2.7M0.03%19,619CommonSOLE
88579Y101MMM3M CO.$2.7M0.03%26,398CommonSOLE
004498101ACIWACI WORLDWIDE INC.$2.7M0.03%67,880CommonNONE
832696405SJMSMUCKER J M CO$2.7M0.03%24,570CommonSOLE
59156R108METMETLIFE INC.$2.7M0.03%38,143CommonSOLE
776696106ROPROPER TECHNOLOGIES$2.7M0.03%4,707CommonSOLE
579780206MKCMCCORMICK & CO.INC.$2.6M0.03%37,230CommonSOLE
192422103CGNXCOGNEX CORP.$2.6M0.03%56,332CommonNONE
46284V101IRMIRON MTN INC DEL$2.6M0.03%29,275CommonSOLE
185123106CWANCLEARW.A.HLD$2.6M0.03%141,060CommonNONE
61174X109MNSTMONSTER BEVER.NEW$2.6M0.03%52,043CommonSOLE
617700109MORNMORNINGSTAR INC.$2.6M0.03%8,783CommonNONE
49271V100KDPKEURIG DR PEPPER$2.6M0.03%77,782CommonSOLE
74762E102QUREQUANTA SVCS$2.6M0.03%10,200CommonSOLE
29476L107EQREQUITY RESIDENTIAL$2.6M0.02%37,287CommonNONE
057665200BCPCBALCHEM CORP$2.6M0.02%16,710CommonNONE
70438V106PCTYPAYLOCITY HLDG$2.5M0.02%19,329CommonNONE
89417E109TRVTRAVELERS COS INC.$2.5M0.02%12,523CommonSOLE
87165B103SYFSYNCHRONY FIN.$2.5M0.02%53,931CommonSOLE
98585X104YETIYETI HOLDINGS INC$2.5M0.02%66,633CommonNONE
199908104FIXCOMFORT SYS USA INC$2.5M0.02%8,261CommonNONE
243537107DECKDECKERS OUTDOOR$2.5M0.02%2,587CommonSOLE
858119100STLDSTEEL DYNAMIC$2.5M0.02%19,232CommonSOLE
00846U101AAGILENT TECHS INC.$2.5M0.02%19,083CommonSOLE
565849106MRO*MARATHON OIL$2.5M0.02%86,089CommonSOLE
345370860FFORD MOTOR$2.5M0.02%196,218CommonSOLE
824596100SHGSHINHAN FINL$2.4M0.02%70,379CommonSOLE
30212P303EXPEEXPEDIA GRP INC.$2.4M0.02%19,306CommonNONE
049468101TEAMATLASSIAN CORP.$2.4M0.02%13,739CommonSOLE
852234103XYZBLOCK INC.$2.4M0.02%37,629CommonSOLE
778296103ROSTROSS STRS INC.$2.4M0.02%16,599CommonSOLE
896239100TRMBTRIMBLE INC.$2.4M0.02%42,684CommonSOLE
03783C100APPFAPPFOLIO INC.$2.4M0.02%9,647CommonNONE
25401T306DIGITALBRIDGE GROUP INC$2.4M0.02%98,374CommonNONE
882681109TXRHTEXAS ROADHOUSE$2.4M0.02%13,738CommonNONE
718172109PMPHILIP MORRIS INTL INC.$2.3M0.02%22,993CommonSOLE
124805102CBZCBIZ INC.$2.3M0.02%31,199CommonNONE
285512109EAEL. ARTS INC.$2.3M0.02%16,470CommonSOLE
42250P103DOCHEALTHPEAK PROP.INC.$2.3M0.02%116,508CommonNONE
256135203RDYDR REDDYS LABS$2.3M0.02%29,846CommonNONE
12541W209CHRWC.H. ROB. WORLDWIDE NEW$2.3M0.02%25,694CommonSOLE
126402106CSWCSW IND. INC.$2.2M0.02%8,461CommonNONE
459506101IFFINTL FLAVORS/FRAG.$2.2M0.02%23,528CommonSOLE
260003108DOVDOVER CORP.$2.2M0.02%12,398CommonSOLE
74251V102PFGPRINCIPAL FINL GRP$2.2M0.02%28,419CommonSOLE
134429109CPBCAMPBELL SOUP CO.$2.2M0.02%49,312CommonSOLE
40637H109HALOHALOZYME THERAPEU.$2.2M0.02%42,435CommonNONE
450056106IRTCIRHYTHM TECHN.INC.$2.2M0.02%20,500CommonNONE
109641100EATBRINKER INTL INC$2.2M0.02%30,395CommonNONE
493267108KEYKEYCORP$2.2M0.02%154,469CommonSOLE
655844108NSCNORFOLK STHN CORP.$2.2M0.02%10,207CommonSOLE
60770K107MRNAMODERNA INC.$2.2M0.02%18,444CommonSOLE
07831C103BRBRBELLRING BRANDS$2.2M0.02%38,328CommonNONE
247361702DALDELTA AIR LINES INC.$2.2M0.02%46,153CommonNONE
12504L109CBRECBRE GROUP INC.$2.2M0.02%24,447CommonSOLE
114340102AZTAAZENTA INC.$2.1M0.02%40,857CommonNONE
303250104FICOFAIR ISAAC CORP.$2.1M0.02%1,433CommonSOLE
00130H105AESAES CORP.$2.1M0.02%121,097CommonSOLE
25809K105DASHDOORDASH INC.$2.1M0.02%19,540CommonNONE
209115104EDCONSOLIDATED EDISON$2.1M0.02%23,551CommonSOLE
10576N102BRZEBRAZE INC.$2.1M0.02%54,003CommonNONE
440452100HRLHORMEL FOODS$2.1M0.02%68,670CommonSOLE
46116X101ITCIEURINTRA-CELLULAR THERAPIES INC$2.1M0.02%30,341CommonNONE
751212101RLRALPH LAUREN A$2.1M0.02%11,844CommonSOLE
57060D108MKTXMARKETAXESS HLDGS$2.1M0.02%10,300CommonNONE
589378108MRCYMERCURY SYSTEMS$2.1M0.02%76,501CommonNONE
74736L109QTWOQ2 HLDGS INC.$2.0M0.02%33,966CommonNONE
55405Y100MTSIMACOM TECH SOLUTIONS HLDGS I$2.0M0.02%18,342CommonNONE
49177J102KVUEKENVUE INC.$2.0M0.02%111,784CommonSOLE
60855R100MOHMOLINA HEALTHCARE$2.0M0.02%6,822CommonSOLE
550021109LULULULULEMON ATHLETICA INC.$2.0M0.02%6,780CommonSOLE
35137L105FOXAFOX CORP$2.0M0.02%58,780CommonSOLE
670346105NUENUCOR CORP.$2.0M0.02%12,721CommonSOLE
89055F103BLDTOPBUILD CORP.$2.0M0.02%5,215CommonNONE
64110D104NTAPNETAPP INC.$2.0M0.02%15,484CommonSOLE
518439104ELLAUDER ESTEE COS INC$2.0M0.02%18,628CommonSOLE
44891N208IACIAC INC.$1.9M0.02%41,600CommonNONE
501889208LKQLKQ CORP.$1.9M0.02%46,595CommonSOLE
739276103POWIPOWER INTEGRATIONS$1.9M0.02%27,589CommonNONE
14448C104CARRCARRIER GLBL CORP$1.9M0.02%30,510CommonSOLE
02005N100ALLYALLY FINANCIAL INC.$1.9M0.02%48,016CommonSOLE
880770102TERTERADYNE INC.$1.9M0.02%12,782CommonNONE
744573106PEGPUBL. SVC.ENTER.$1.9M0.02%25,332CommonSOLE
830830105SKYSKYLINE CHAMPION CORPORATION$1.8M0.02%27,235CommonNONE
681919106OMCOMNICOM GRP INC.$1.8M0.02%20,549CommonNONE
42328H109HLIOHELIOS TECHS INC.$1.8M0.02%38,517CommonNONE
217204106CPRTCOPART INC.$1.8M0.02%33,934CommonSOLE
969457100WMBWILLIAMS COS INC.$1.8M0.02%43,152CommonSOLE
126501105CTSCTS CORP.$1.8M0.02%35,753CommonNONE
445658107JBHTHUNT J B TRANS SVCS INC$1.8M0.02%11,112CommonNONE
36828A101GEVGE VERNOVA INC.$1.8M0.02%10,327CommonSOLE
336433107FSLRFIRST SOLAR INC.$1.8M0.02%7,846CommonSOLE
33748L101FWRGFIRST WATCH RESTAURANT GROUP$1.8M0.02%100,367CommonNONE
127203107WHDCACTUS INC.$1.8M0.02%33,227CommonNONE
171340102CHDCHURCH & DWIGHT CO.$1.7M0.02%16,644CommonSOLE
874054109TTWOTAKE-TWO INTERACT. SOFTW.$1.7M0.02%11,072CommonSOLE
29452E101EQHEQUITABLE HLDGS$1.7M0.02%41,905CommonSOLE
090043100BILLBILL HOLDINGS$1.7M0.02%32,393CommonNONE
03064D108COLDAMERICOLD REALTY TRUST INC$1.7M0.02%65,000CommonNONE
44332N106HTHTH WORLD GROUP SP$1.7M0.02%49,813CommonNONE
46982L108JJACOBS SOLUTIONS INC.$1.6M0.02%11,783CommonNONE
665859104NTRSNORTHN TRUST CORP.$1.6M0.02%19,516CommonSOLE
422806109HEIHEICO CORP NEW$1.6M0.02%7,298CommonSOLE
38526M106LOPEGRAND CANYON EDUCAT. INC.$1.6M0.02%11,597CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$1.6M0.02%26,678CommonSOLE
25754A201DPZDOMINOS PIZZA INC.$1.6M0.02%3,107CommonNONE
754730109RJFRAYMOND JAMES FIN.$1.6M0.02%12,959CommonSOLE
05464C101AXONAXON ENTERPRISE$1.6M0.02%5,410CommonSOLE
059460303BBDBANCO BRADESCO$1.6M0.02%710,009CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$1.6M0.02%15,833CommonNONE
189054109CLXCLOROX CO.$1.6M0.02%11,591CommonSOLE
12008R107BLDRBUILDERS FIRSTSOUR.$1.6M0.02%11,379CommonNONE
86881A100SGRYSURGERY PARTNERS$1.6M0.02%66,028CommonNONE
302130109EXPDEXPEDITORS INTL WASH INC$1.6M0.02%12,541CommonSOLE
48553T106BZKANZHUN LTD SP$1.6M0.02%82,976CommonNONE
501044101KRKROGER CO.$1.6M0.01%31,111CommonSOLE
147528103CASYCASEYS GEN STORES INC$1.6M0.01%4,071CommonNONE
025537101AEPAMER. EL. PWR$1.6M0.01%17,692CommonSOLE
04316A108APAMARTISAN PART$1.6M0.01%37,596CommonNONE
05352A100AVTRAVANTOR INC.$1.5M0.01%72,708CommonSOLE
74460D109PSAPUBLIC STORAGE$1.5M0.01%5,295CommonNONE
833445109SNOWSNOWFLAKE INC.$1.5M0.01%11,247CommonSOLE
12510Q100CCCCCC INTELLIGENT SOLUTIONS HL$1.5M0.01%137,206CommonNONE
526057104LENLENNAR CORP$1.5M0.01%10,122CommonNONE
22160N109CSGPCOSTAR GROUP INC.$1.5M0.01%20,353CommonSOLE
500754106KHCKRAFT HEINZ CO.$1.5M0.01%46,801CommonSOLE
783513203RYAAYRYANAIR HLDGS$1.5M0.01%12,835CommonNONE
90278Q108UFPIUFP INDS INC.$1.5M0.01%13,316CommonNONE
04035M102ARHSARHAUS INC.$1.5M0.01%87,988CommonNONE
372460105GPCGENUINE PARTS$1.5M0.01%10,774CommonSOLE
34959E109FTNTFORTINET INC.$1.5M0.01%24,639CommonSOLE
15687V109CERTCERTARA INC.$1.5M0.01%106,219CommonNONE
416515104HIGHARTFORD FINL SVCS GRP$1.5M0.01%14,601CommonSOLE
443510607HUBBHUBBELL INC.$1.5M0.01%4,009CommonNONE
35138V102FOXFFOX FACTORY HLDG$1.5M0.01%30,278CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$1.5M0.01%12,313CommonSOLE
632307104NTRANATERA INC.$1.4M0.01%13,028CommonNONE
086516101BBYBEST BUY CO.$1.4M0.01%16,737CommonSOLE
45167R104IEXIDEX CORP.$1.4M0.01%7,010CommonSOLE
49446R109KIMKIMCO REALTY$1.4M0.01%72,380CommonSOLE
693718108PCARPACCAR INC.$1.4M0.01%13,666CommonNONE
133131102CPTCAMDEN PPTY TR$1.4M0.01%12,892CommonSOLE
90384S303ULTAULTA BEAUTY$1.4M0.01%3,634CommonSOLE
339750101FNDFLOOR & DECOR$1.4M0.01%14,090CommonNONE
609839105MPWRMONOLITHIC POWER$1.4M0.01%1,698CommonSOLE
759916109RGENREPLIGEN CORP.$1.4M0.01%10,929CommonSOLE
219948106CPAYCORPAY INC.$1.4M0.01%5,163CommonNONE
573284106MLMMARTIN MAR. MAT.$1.4M0.01%2,525CommonSOLE
09062X103BIIBBIOGEN INC.$1.4M0.01%5,861CommonSOLE
55261F104MTBM&T BANK$1.4M0.01%8,962CommonSOLE
387328107GVAGRANITE CONSTR.$1.4M0.01%21,854CommonNONE
37940X102GPNGLOBAL PAYMENTS INC.$1.4M0.01%13,973CommonNONE
922417100VECOVEECO INSTRUMENTS$1.3M0.01%28,862CommonNONE
761152107RMDRESMED INC.$1.3M0.01%7,025CommonSOLE
62944T105NVRNVR INC.$1.3M0.01%175CommonSOLE
88339J105TTDTHE TRADE DESK INC$1.3M0.01%13,528CommonSOLE
831865209AOSSMITH A O CORP$1.3M0.01%16,145CommonNONE
941848103WATWATERS CORP.$1.3M0.01%4,532CommonSOLE
191241108KOFCOCA-COLA FEMSA$1.3M0.01%15,228CommonNONE
960413102WLKWESTLAKE CORP$1.3M0.01%9,000CommonSOLE
98980G102ZSZSCALER INC.$1.3M0.01%6,756CommonSOLE
85208M102SFMSPROUTS FMRS MKT$1.3M0.01%15,479CommonNONE
23331A109DHID R HORTON INC$1.3M0.01%9,155CommonNONE
969904101WSMWILLIAMS-SONOMA INC.$1.3M0.01%4,569CommonSOLE
403949100DINOHF SINCLAIR CORP.$1.3M0.01%24,050CommonSOLE
427866108HSYHERSHEY CO.$1.3M0.01%6,970CommonSOLE
422806208HEI/AHEICO CORP NEW$1.3M0.01%7,157CommonNONE
21037T109CEGCONSTELLATION ENERGY$1.3M0.01%6,317CommonNONE
150870103CECELANESE CORP.$1.3M0.01%9,364CommonNONE
02209S103MOALTRIA GRP INC.$1.2M0.01%27,317CommonSOLE
69370C100PTCPTC INC.$1.2M0.01%6,835CommonSOLE
82982L103SITESITEONE LANDSCAPE SUPPLY INC$1.2M0.01%10,208CommonNONE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$1.2M0.01%18,173CommonSOLE
30257X104FBKFB FINANCIAL CORP.$1.2M0.01%31,418CommonNONE
377322102GKOSGLAUKOS CORP.$1.2M0.01%10,339CommonNONE
219350105GLWCORNING INC.$1.2M0.01%31,480CommonNONE
23804L103DDOGDATADOG INC.$1.2M0.01%9,397CommonNONE
16119P108CHTRCHARTER COMMUNICATIONS INC N$1.2M0.01%4,002CommonSOLE
05965X109BSACBANCO SANTANDER CHILE NEW$1.2M0.01%63,442CommonNONE
962166104WYWEYERHAEUSER CO.$1.2M0.01%42,068CommonSOLE
04206A101ARLOARLO TECHS INC.$1.2M0.01%91,175CommonNONE
828806109SPGSIMON PROPERTY GRP PAIRED$1.2M0.01%7,794CommonNONE
902673102UFPTUFP TECHS INC.$1.2M0.01%4,470CommonNONE
50187T106LGIHLGI HOMES INC.$1.2M0.01%13,149CommonNONE
297178105ESSESSEX PROP. TR.$1.2M0.01%4,285CommonNONE
457730109INSPINSPIRE MED SYS$1.2M0.01%8,663CommonNONE
36266G107GEHCGE HEALTHC.TECH.INC.$1.2M0.01%14,864CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$1.2M0.01%5,891CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.1M0.01%45,267CommonNONE
14149Y108CAHCARDINAL HEALTH INC.$1.1M0.01%11,581CommonSOLE

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.