MondegarAI
Siemens Fonds Invest GmbH

Q4 2024 · 13F-HR

Siemens Fonds Invest GmbHholdings as filed

Filed 2025-02-14 · accession 0000950123-25-002244

$1.25B
Reported value
435
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
039483102ADMARCHER DANIELS MIDLAND CO$84.3M6.73%412,076CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$73.3M5.85%200,487CommonSOLE
68622V106OGNORGANON & CO$61.0M4.87%603,115CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$28.2M2.25%62,964CommonSOLE
023135106AMZNAMAZON COM INC$26.6M2.12%189,153CommonSOLE
023608102AEEAMEREN CORP$22.8M1.82%122,289CommonSOLE
12504L109CBRECBRE GROUP INC$21.7M1.73%165,766CommonSOLE
02209S103MOALTRIA GROUP INC$19.5M1.56%139,512CommonSOLE
92556V106VTRSVIATRIS INC$17.1M1.36%30,726CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$15.8M1.26%74,974CommonSOLE
56585A102MPCMARATHON PETE CORP$15.5M1.23%17,455CommonSOLE
941848103WATWATERS CORP$13.3M1.06%51,590CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$12.7M1.01%78,144CommonSOLE
69370C100PTCPTC INC$12.0M0.96%70,701CommonSOLE
00751Y106AAPADVANCE AUTO PARTS INC$11.9M0.95%60,299CommonSOLE
594918104MSFTMICROSOFT CORP$11.8M0.94%23,907CommonSOLE
23331A109DHID R HORTON INC$11.8M0.94%17,032CommonSOLE
747525103QCOMQUALCOMM INC$11.7M0.93%67,367CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$11.1M0.89%23,344CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$9.9M0.79%52,052CommonSOLE
G29183103ETNEATON CORP PLC$9.5M0.76%28,504CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$9.2M0.74%22,798CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$9.0M0.72%79,174CommonSOLE
893641100TDGTRANSDIGM GROUP INC$8.9M0.71%51,227CommonSOLE
20825C104COPCONOCOPHILLIPS$8.7M0.70%121,388CommonSOLE
191216100KOCOCA COLA CO$8.7M0.70%198,579CommonSOLE
075887109BDXBECTON DICKINSON & CO$8.7M0.69%219,222CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$8.0M0.64%94,905CommonSOLE
315616102FFIVF5 INC$7.7M0.62%65,996CommonSOLE
896239100TRMBTRIMBLE INC$7.6M0.60%13,140CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$7.4M0.59%15,150CommonSOLE
58155Q103MCKMCKESSON CORP$7.0M0.56%31,470CommonSOLE
032654105ADIANALOG DEVICES INC$6.9M0.55%25,899CommonSOLE
H2906T109GRMNGARMIN LTD$6.8M0.54%23,640CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$6.8M0.54%51,378CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$6.8M0.54%24,905CommonSOLE
009066101ABNBAIRBNB INC$6.6M0.53%54,362CommonSOLE
09062X103BIIBBIOGEN INC$6.6M0.53%14,321CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$6.5M0.52%23,294CommonSOLE
00724F101ADBEADOBE INC$6.3M0.51%55,658CommonSOLE
742718109PGPROCTER AND GAMBLE CO$6.3M0.50%216,557CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$6.2M0.49%14,788CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$6.1M0.49%15,665CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$6.1M0.48%22,130CommonSOLE
74762E102QUREQUANTA SVCS INC$6.0M0.48%23,669CommonSOLE
48203R104JNPJUNIPER NETWORKS INC$5.9M0.47%16,065CommonSOLE
00766T100ACMAECOM$5.7M0.45%15,770CommonSOLE
756109104OREALTY INCOME CORP$5.6M0.44%15,303CommonSOLE
380237107GDDYGODADDY INC$5.5M0.44%29,159CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$5.5M0.44%44,148CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$5.4M0.43%36,076CommonSOLE
98389B100XELXCEL ENERGY INC$5.2M0.42%92,047CommonSOLE
92939U106WECWEC ENERGY GROUP INC$5.1M0.41%114,576CommonSOLE
478160104JNJJOHNSON & JOHNSON$5.1M0.41%11,227CommonSOLE
294429105EFXEQUIFAX INC$5.1M0.41%46,527CommonSOLE
00206R102TAT&T INC$5.1M0.41%45,504CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$4.9M0.39%36,229CommonSOLE
87612G101TRGPTARGA RES CORP$4.9M0.39%14,899CommonSOLE
931142103WMTWALMART INC$4.8M0.38%12,567CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$4.8M0.38%1,447CommonSOLE
969457100WMBWILLIAMS COS INC$4.7M0.38%22,800CommonSOLE
46266C105IQVIQVIA HLDGS INC$4.7M0.38%21,345CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$4.7M0.38%15,469CommonSOLE
665859104NTRSNORTHERN TR CORP$4.7M0.38%11,236CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$4.7M0.38%52,263CommonSOLE
833445109SNOWSNOWFLAKE INC$4.7M0.37%5,843CommonSOLE
770700102HOODROBINHOOD MKTS INC$4.7M0.37%5,830CommonSOLE
03073E105CORCENCORA INC$4.6M0.37%19,972CommonSOLE
959802109WUWESTERN UN CO$4.6M0.37%57,324CommonSOLE
05352A100AVTRAVANTOR INC$4.6M0.37%20,213CommonSOLE
77543R102ROKUROKU INC$4.5M0.36%22,608CommonSOLE
882508104TXNTEXAS INSTRS INC$4.5M0.36%32,745CommonSOLE
816851109SRESEMPRA$4.5M0.36%8,670CommonSOLE
217204106CPRTCOPART INC$4.3M0.35%138,217CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$4.3M0.34%15,849CommonSOLE
25754A201DPZDOMINOS PIZZA INC$4.2M0.34%44,178CommonSOLE
718172109PMPHILIP MORRIS INTL INC$4.2M0.33%37,218CommonSOLE
922475108VEEVVEEVA SYS INC$4.1M0.33%55,195CommonSOLE
76118Y104REZIRESIDEO TECHNOLOGIES INC$4.1M0.33%33,795CommonSOLE
03662Q105AKXANSYS INC$4.1M0.32%22,125CommonSOLE
115637209BF/BBROWN FORMAN CORP$4.0M0.32%47,805CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$4.0M0.32%63,549CommonSOLE
035710839NLYANNALY CAPITAL MANAGEMENT IN$4.0M0.32%68,334CommonSOLE
92343E102VRSNVERISIGN INC$4.0M0.32%16,177CommonSOLE
487836108KKELLANOVA$4.0M0.32%33,532CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$4.0M0.32%22,886CommonSOLE
00287Y109ABBVABBVIE INC$3.9M0.32%179,440CommonSOLE
406216101HALHALLIBURTON CO$3.9M0.31%7,911CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$3.9M0.31%6,424CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$3.8M0.31%24,994CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$3.8M0.31%43,293CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$3.7M0.30%11,996CommonSOLE
086516101BBYBEST BUY INC$3.7M0.30%15,349CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$3.7M0.29%64,114CommonSOLE
15677J108DAYDAYFORCE INC$3.7M0.29%45,577CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$3.7M0.29%27,978CommonSOLE
35137L105FOXAFOX CORP$3.7M0.29%20,322CommonSOLE
384802104GWWGRAINGER W W INC$3.6M0.29%53,910CommonSOLE
049560105ATOATMOS ENERGY CORP$3.6M0.29%10,878CommonSOLE
122017106BURLBURLINGTON STORES INC$3.6M0.29%69,501CommonSOLE
714046109RVTYREVVITY INC$3.5M0.28%13,357CommonSOLE
651639106NEMNEWMONT CORP$3.5M0.28%33,754CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$3.5M0.28%17,879CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$3.5M0.28%27,640CommonSOLE
49446R109KIMKIMCO RLTY CORP$3.4M0.27%5,597CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$3.4M0.27%54,095CommonSOLE
62944T105NVRNVR INC$3.3M0.26%57,285CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$3.3M0.26%2,048CommonSOLE
426281101JKHYHENRY JACK & ASSOC INC$3.3M0.26%8,041CommonSOLE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$3.3M0.26%27,722CommonSOLE
842587107SOSOUTHERN CO$3.3M0.26%8,523CommonSOLE
615369105MCOMOODYS CORP$3.2M0.26%41,179CommonSOLE
12572Q105CMECME GROUP INC$3.2M0.25%17,335CommonSOLE
872590104TMUST-MOBILE US INC$3.1M0.25%42,156CommonSOLE
46187W107INVHINVITATION HOMES INC$3.1M0.25%19,291CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$3.1M0.25%43,340CommonSOLE
655663102NDSNNORDSON CORP$3.0M0.24%41,331CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$3.0M0.24%38,589CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$3.0M0.24%13,523CommonSOLE
58733R102MELIMERCADOLIBRE INC$3.0M0.24%11,886CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$3.0M0.24%6,225CommonSOLE
65339F101NEENEXTERA ENERGY INC$2.9M0.23%6,523CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$2.9M0.23%6,201CommonSOLE
012653101ALBALBEMARLE CORP$2.9M0.23%9,720CommonSOLE
49177J102KVUEKENVUE INC$2.9M0.23%20,671CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$2.9M0.23%16,226CommonSOLE
297178105ESSESSEX PPTY TR INC$2.8M0.23%3,197CommonSOLE
90384S303ULTAULTA BEAUTY INC$2.8M0.22%11,851CommonSOLE
879369106TFXTELEFLEX INCORPORATED$2.7M0.22%7,507CommonSOLE
29109X106AZPN1USDASPEN TECHNOLOGY INC$2.7M0.22%10,689CommonSOLE
143130102KMXCARMAX INC$2.7M0.22%13,839CommonSOLE
369604301GEGE AEROSPACE$2.7M0.22%54,462CommonSOLE
832696405SJMSMUCKER J M CO$2.7M0.22%41,816CommonSOLE
001055102AFLAFLAC INC$2.7M0.21%13,400CommonSOLE
69351T106PPLPPL CORP$2.6M0.21%28,978CommonSOLE
22822V101CCICROWN CASTLE INC$2.6M0.21%49,593CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$2.6M0.21%9,863CommonSOLE
247361702DALDELTA AIR LINES INC DEL$2.6M0.21%15,740CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$2.6M0.21%92,431CommonSOLE
72352L106PINSPINTEREST INC$2.6M0.21%48,408CommonSOLE
133131102CPTCAMDEN PPTY TR$2.5M0.20%11,525CommonSOLE
91913Y100VLOVALERO ENERGY CORP$2.5M0.20%55,196CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$2.5M0.20%24,124CommonSOLE
22052L104CTVACORTEVA INC$2.5M0.20%23,780CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$2.5M0.20%143,818CommonSOLE
89832Q109TFCTRUIST FINL CORP$2.5M0.20%17,947CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$2.5M0.20%23,325CommonSOLE
G7S00T104PNRPENTAIR PLC$2.4M0.19%6,805CommonSOLE
704326107PAYXPAYCHEX INC$2.3M0.19%17,684CommonSOLE
92942W107KLGWK KELLOGG CO$2.3M0.19%25,247CommonSOLE
382550101GTGOODYEAR TIRE & RUBR CO$2.3M0.19%51,688CommonSOLE
67059N108NTNXNUTANIX INC$2.3M0.18%9,027CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$2.2M0.18%22,739CommonSOLE
N07059210ASMLASML HOLDING N V$2.2M0.18%34,210CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$2.2M0.17%11,273CommonSOLE
60770K107MRNAMODERNA INC$2.2M0.17%4,351CommonSOLE
30231G102XOMEXXON MOBIL CORP$2.1M0.17%31,527CommonSOLE
256677105DGDOLLAR GEN CORP NEW$2.1M0.17%12,429CommonSOLE
609207105MDLZMONDELEZ INTL INC$2.1M0.17%25,571CommonSOLE
88160R101TSLATESLA INC$2.1M0.17%26,789CommonSOLE
74736K101QRVOQORVO INC$2.1M0.16%24,039CommonSOLE
98980G102ZSZSCALER INC$2.0M0.16%10,259CommonSOLE
701094104PHPARKER-HANNIFIN CORP$2.0M0.16%11,068CommonSOLE
501889208LKQLKQ CORP$2.0M0.16%14,126CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$2.0M0.16%9,329CommonSOLE
47215P106JDJD. COM INC$2.0M0.16%62,891CommonSOLE
29362U104ENTGENTEGRIS INC$2.0M0.16%33,823CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$2.0M0.16%1,696CommonSOLE
806857108SLBSCHLUMBERGER LTD$1.9M0.15%46,237CommonSOLE
518439104ELLAUDER ESTEE COS INC$1.9M0.15%33,710CommonSOLE
372460105GPCGENUINE PARTS CO$1.9M0.15%6,826CommonSOLE
81141R100SESEA LTD$1.9M0.15%15,693CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$1.9M0.15%11,672CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$1.9M0.15%25,633CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$1.9M0.15%15,242CommonSOLE
500754106KHCKRAFT HEINZ CO$1.9M0.15%62,499CommonSOLE
10922N103BHFBRIGHTHOUSE FINL INC$1.9M0.15%1,962CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$1.8M0.14%5,280CommonSOLE
69047Q102OVVOVINTIV INC$1.7M0.14%33,290CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$1.7M0.14%4,392CommonSOLE
92826C839VVISA INC$1.7M0.13%12,265CommonSOLE
452327109ILMNILLUMINA INC$1.6M0.13%6,119CommonSOLE
29364G103ETRENTERGY CORP NEW$1.6M0.13%13,870CommonSOLE
172967424CCITIGROUP INC$1.6M0.13%10,852CommonSOLE
78409V104SPGIS&P GLOBAL INC$1.6M0.13%23,620CommonSOLE
354613101BENFRANKLIN RESOURCES INC$1.6M0.13%148,842CommonSOLE
59156R108METMETLIFE INC$1.6M0.12%29,466CommonSOLE
031162100AMGNAMGEN INC$1.5M0.12%3,135CommonSOLE
235851102DHRDANAHER CORPORATION$1.4M0.11%5,074CommonSOLE
172062101CINFCINCINNATI FINL CORP$1.4M0.11%5,597CommonSOLE
571903202MARMARRIOTT INTL INC NEW$1.4M0.11%5,011CommonSOLE
23918K108DVADAVITA INC$1.3M0.10%4,035CommonSOLE
22160N109CSGPCOSTAR GROUP INC$1.3M0.10%4,929CommonSOLE
866674104SUISUN CMNTYS INC$1.3M0.10%11,017CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$1.2M0.10%6,294CommonSOLE
743315103PGRPROGRESSIVE CORP$1.2M0.09%9,636CommonSOLE
550241103LUMNLUMEN TECHNOLOGIES INC$1.2M0.09%11,583CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$1.1M0.09%5,874CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$1.1M0.08%6,967CommonSOLE
717081103PFEPFIZER INC$1.0M0.08%1,625CommonSOLE
64110L106NFLXNETFLIX INC$1.0M0.08%28,830CommonSOLE
291011104EMREMERSON ELEC CO$1.0M0.08%15,637CommonSOLE
902973304USBUS BANCORP DEL$993,2820.08%696CommonSOLE
98419M100XYLXYLEM INC$978,6610.08%7,644CommonSOLE
422806109HEIHEICO CORP NEW$960,0180.08%1,298CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$950,9260.08%23,315CommonSOLE
209115104EDCONSOLIDATED EDISON INC$937,2970.07%16,702CommonSOLE
189054109CLXCLOROX CO DEL$931,4840.07%8,895CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$903,4670.07%12,098CommonSOLE
88339J105TTDTHE TRADE DESK INC$887,8230.07%5,709CommonSOLE
009158106APDAIR PRODS & CHEMS INC$859,5510.07%5,789CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$851,3800.07%19,906CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$832,4440.07%7,078CommonSOLE
101121101BXPBXP INC$815,6240.07%5,520CommonSOLE
713448108PEPPEPSICO INC$807,8720.06%21,717CommonSOLE
871607107SNPSSYNOPSYS INC$793,1330.06%8,795CommonSOLE
74340W103PLDPROLOGIS INC.$773,9780.06%5,888CommonSOLE
499049104KNXKNIGHT-SWIFT TRANSN HLDGS IN$756,9790.06%9,379CommonSOLE
759509102RSRELIANCE INC$756,8050.06%4,163CommonSOLE
693506107PPGPPG INDS INC$741,8560.06%10,217CommonSOLE
337738108FISVFISERV INC$741,2710.06%8,851CommonSOLE
30161N101EXCEXELON CORP$739,0140.06%1,369CommonSOLE
45337C102INCYINCYTE CORP$734,9580.06%5,806CommonSOLE
443573100HUBSHUBSPOT INC$725,6140.06%3,148CommonSOLE
278642103EBAYEBAY INC.$722,0090.06%6,262CommonSOLE
681919106OMCOMNICOM GROUP INC$718,9100.06%2,893CommonSOLE
98978V103ZTSZOETIS INC$716,1120.06%15,687CommonSOLE
69331C108PCGPG&E CORP$711,8630.06%7,202CommonSOLE
58933Y105MRKMERCK & CO INC$706,7220.06%1,313CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$693,6880.06%10,938CommonSOLE
053611109AVYAVERY DENNISON CORP$680,4090.05%216CommonSOLE
37045V100GMGENERAL MTRS CO$673,1050.05%11,191CommonSOLE
670346105NUENUCOR CORP$662,0320.05%12,386CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$659,8340.05%2,666CommonSOLE
219948106CPAYCORPAY INC$654,9400.05%5,855CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$645,4660.05%5,441CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$632,3560.05%8,629CommonSOLE
929740108WABWABTEC$628,8880.05%3,664CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$627,0880.05%5,719CommonSOLE
444859102HUMHUMANA INC$616,4080.05%7,567CommonSOLE
146869102CVNACARVANA CO$616,4020.05%4,127CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$615,4140.05%3,245CommonSOLE
336433107FSLRFIRST SOLAR INC$605,3300.05%2,749CommonSOLE
G5960L103MDTMEDTRONIC PLC$601,9950.05%6,156CommonSOLE
08265T208BSYBENTLEY SYS INC$601,3240.05%8,368CommonSOLE
55261F104MTBM & T BK CORP$599,6170.05%3,202CommonSOLE
852234103XYZBLOCK INC$596,3030.05%3,528CommonSOLE
50155Q100KDKYNDRYL HLDGS INC$595,8290.05%3,749CommonSOLE
760759100RSGREPUBLIC SVCS INC$591,1920.05%3,808CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$590,8340.05%5,674CommonSOLE
03743Q108APAAPA CORPORATION$577,6760.05%1,813CommonSOLE
871829107SYYSYSCO CORP$574,8340.05%8,563CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$574,0990.05%709CommonSOLE
83304A106SNAPSNAP INC$573,2840.05%6,855CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$570,7440.05%7,354CommonSOLE
25746U109DDOMINION ENERGY INC$559,7700.04%3,459CommonSOLE
05464C101AXONAXON ENTERPRISE INC$558,8270.04%2,481CommonSOLE
023586506UHAL/BU HAUL HOLDING COMPANY$543,8820.04%10,656CommonSOLE
038222105AMATAPPLIED MATLS INC$537,9870.04%4,307CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$529,0670.04%9,155CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$526,2040.04%1,404CommonSOLE
316773100FITBFIFTH THIRD BANCORP$522,8070.04%269CommonSOLE
277432100EMNEASTMAN CHEM CO$508,8780.04%9,315CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$507,9680.04%15,002CommonSOLE
64110D104NTAPNETAPP INC$504,6040.04%1,074CommonSOLE
125896100CMSCMS ENERGY CORP$503,8950.04%4,048CommonSOLE
032095101APHAMPHENOL CORP NEW$500,2040.04%2,910CommonSOLE
745867101PHMPULTE GROUP INC$500,0980.04%4,591CommonSOLE
942622200WSOWATSCO INC$497,0380.04%4,193CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$496,6510.04%1,850CommonSOLE
775711104ROLROLLINS INC$495,4210.04%3,768CommonSOLE
26875P101EOGEOG RES INC$494,4140.04%6,800CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$493,5860.04%5,211CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$480,9310.04%5,391CommonSOLE
65473P105NINISOURCE INC$480,7780.04%49CommonSOLE
278865100ECLECOLAB INC$478,1640.04%5,366CommonSOLE
H11356104BGBUNGE GLOBAL SA$474,8360.04%20,529CommonSOLE
695156109PKGPACKAGING CORP AMER$474,5900.04%4,566CommonSOLE
48251W104KKRKKR & CO INC$471,3330.04%1,989CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$467,6930.04%3,661CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$462,9990.04%2,609CommonSOLE
749685103RPMRPM INTL INC$461,5120.04%3,811CommonSOLE
68389X105ORCLORACLE CORP$459,1380.04%3,054CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$456,7650.04%14,409CommonSOLE
12514G108CDWCDW CORP$456,5830.04%8,571CommonSOLE
060505104BACBANK AMERICA CORP$456,1410.04%12,618CommonSOLE
26884L109EQTEQT CORP$448,8630.04%2,341CommonSOLE
127097103CTRACOTERRA ENERGY INC$448,4330.04%4,063CommonSOLE
143658300CCL1EURCARNIVAL CORP$447,8530.04%4,670CommonSOLE
09073M104TECHBIO-TECHNE CORP$446,7730.04%4,325CommonSOLE
09290D101BLKBLACKROCK INC$443,1610.04%1,983CommonSOLE
17275R102CSCOCISCO SYS INC$442,7660.04%2,462CommonSOLE
303075105FDSFACTSET RESH SYS INC$438,2470.03%10,834CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$435,6710.03%22,037CommonSOLE
460690100IPGINTERPUBLIC GROUP COS INC$434,7510.03%4,429CommonSOLE
025932104AFGAMERICAN FINL GROUP INC OHIO$434,7160.03%4,237CommonSOLE
459506101IFFINTERNATIONAL FLAVORS & FRAGRA$431,9180.03%3,312CommonSOLE
031100100AMEAMETEK INC$430,3530.03%1,912CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$429,6230.03%5,707CommonSOLE
45167R104IEXIDEX CORP$425,3610.03%4,243CommonSOLE
37940X102GPNGLOBAL PMTS INC$416,0500.03%821CommonSOLE
29082K105EMBCEMBECTA CORP$414,9990.03%3,707CommonSOLE
92276F100VTRVENTAS INC$413,2450.03%1,062CommonSOLE
31428X106FDXFEDEX CORP$405,7880.03%2,252CommonSOLE
29670G102WTRGESSENTIAL UTILS INC$393,7720.03%1,340CommonSOLE
228368106CCKCROWN HLDGS INC$389,2830.03%8,622CommonSOLE
427866108HSYHERSHEY CO$386,6430.03%10,779CommonSOLE
595112103MUMICRON TECHNOLOGY INC$385,3290.03%4,682CommonSOLE
70614W100PTONPELOTON INTERACTIVE INC$385,3070.03%1,788CommonSOLE
61945C103MOSMOSAIC CO NEW$384,5060.03%9,100CommonSOLE
25809K105DASHDOORDASH INC$383,6930.03%2,735CommonSOLE
36828A101GEVGE VERNOVA INC$382,8380.03%3,848CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$382,7570.03%3,099CommonSOLE
854502101SWKSTANLEY BLACK & DECKER INC$377,2840.03%3,819CommonSOLE
02079K305GOOGLALPHABET INC$375,4160.03%1,365CommonSOLE
94106L109WMWASTE MGMT INC DEL$371,8400.03%11,163CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$365,8850.03%12,496CommonSOLE
518415104LSCCLATTICE SEMICONDUCTOR CORP$365,6790.03%21,336CommonSOLE
29355A107ENPHENPHASE ENERGY INC$365,6200.03%4,206CommonSOLE
92840M102VSTVISTRA CORP$364,7930.03%3,369CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$359,9030.03%2,020CommonSOLE
958102105WDCWESTERN DIGITAL CORP$358,8140.03%1,974CommonSOLE
29530P102ERIEERIE INDTY CO$357,4580.03%1,796CommonSOLE
384109104GGGGRACO INC$357,3010.03%2,558CommonSOLE
253868103DLRDIGITAL RLTY TR INC$350,0490.03%2,953CommonSOLE
233331107DTEDTE ENERGY CO$348,9030.03%8,289CommonSOLE
949746101WMT2WELLS FARGO CO NEW$348,3480.03%1,391CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$347,1570.03%5,719CommonSOLE
92338C103VLTOVERALTO CORP$347,0280.03%9,834CommonSOLE
60937P106MDBMONGODB INC$346,4310.03%231CommonSOLE
872540109TJXTJX COS INC NEW$344,9270.03%3,132CommonSOLE
256163106DOCUDOCUSIGN INC$343,0530.03%8,580CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$342,6410.03%9,024CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$340,5710.03%2,301CommonSOLE
16411R208LNGCHENIERE ENERGY INC$340,3080.03%2,503CommonSOLE
311900104FASTFASTENAL CO$339,2750.03%2,582CommonSOLE
126408103CSXCSX CORP$332,2080.03%1,468CommonSOLE
758849103REGREGENCY CTRS CORP$330,4060.03%2,302CommonSOLE
902494103TSNTYSON FOODS INC$329,9150.03%1,134CommonSOLE
722304102PDDPDD HOLDINGS INC$325,9810.03%1,976CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$323,3940.03%1,098CommonSOLE
70438V106PCTYPAYLOCITY HLDG CORP$320,4910.03%1,774CommonSOLE
03076C106AMPAMERIPRISE FINL INC$320,2660.03%2,190CommonSOLE
04621X108AIZASSURANT INC$319,0890.03%5,328CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$318,8350.03%1,790CommonSOLE
345370860FFORD MTR CO$318,3010.03%7,430CommonSOLE
531229755FWONKLIBERTY MEDIA CORP DEL$317,8750.03%4,558CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$313,9550.03%1,821CommonSOLE
049468101TEAMATLASSIAN CORPORATION$313,3940.03%2,011CommonSOLE
058498106BALLBALL CORP$310,0900.02%776CommonSOLE
806407102HSICHENRY SCHEIN INC$302,1610.02%13,366CommonSOLE
36118L106FUTUFUTU HLDGS LTD$301,4810.02%3,812CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$298,2610.02%4,392CommonSOLE
579780206MKCMCCORMICK & CO INC$298,2080.02%419CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$295,6800.02%3,348CommonSOLE
G87052109TELTE CONNECTIVITY PLC$293,3820.02%4,208CommonSOLE
150870103CECELANESE CORP DEL$292,7870.02%651CommonSOLE
46284V101IRMIRON MTN INC DEL$290,6470.02%2,767CommonSOLE
149123101CATCATERPILLAR INC$290,2260.02%2,626CommonSOLE
29084Q100EMEEMCOR GROUP INC$288,2540.02%2,208CommonSOLE
443510607HUBBHUBBELL INC$286,8700.02%14,021CommonSOLE
18915M107NETCLOUDFLARE INC$286,6110.02%2,109CommonSOLE
403949100DINOHF SINCLAIR CORP$286,2640.02%2,795CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$285,6730.02%34,627CommonSOLE
30063P105EXKEXACT SCIENCES CORP$284,5860.02%3,822CommonSOLE
G3265R107APTVAPTIV PLC$284,4280.02%1,687CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$283,7210.02%5,808CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$282,2690.02%3,290CommonSOLE
87612E106TGTTARGET CORP$278,5110.02%2,209CommonSOLE
929160109VMCVULCAN MATLS CO$278,0040.02%4,335CommonSOLE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$276,6290.02%1,109CommonSOLE
42809H107HESHESS CORP$275,8880.02%9,497CommonSOLE
81762P102NOWSERVICENOW INC$275,3610.02%1,144CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$273,4710.02%1,722CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$272,1790.02%512CommonSOLE
513272104LWLAMB WESTON HLDGS INC$272,0600.02%12,316CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$267,3440.02%458CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$266,7960.02%1,740CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$266,7940.02%1,100CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$261,1790.02%1,638CommonSOLE
231021106CMICUMMINS INC$260,6160.02%4,433CommonSOLE
983134107WYNNWYNN RESORTS LTD$255,9550.02%1,331CommonSOLE
831865209AOSSMITH A O CORP$254,8580.02%3,496CommonSOLE
205887102CAGCONAGRA BRANDS INC$250,9210.02%3,102CommonSOLE
98421M106XRXXEROX HOLDINGS CORP$246,6560.02%1,661CommonSOLE
M5216V106GLBEGLOBAL E ONLINE LTD$244,7230.02%2,267CommonSOLE
458140100INTCINTEL CORP$242,3850.02%1,130CommonSOLE
988498101YUMYUM BRANDS INC$242,0200.02%3,544CommonSOLE
45168D104IDXXIDEXX LABS INC$241,1610.02%563CommonSOLE
858119100STLDSTEEL DYNAMICS INC$236,9830.02%818CommonSOLE
443201108HWMHOWMET AEROSPACE INC$234,6620.02%1,728CommonSOLE
40434L105HPQHP INC$234,6400.02%1,501CommonSOLE
G3223R108EGEVEREST GROUP LTD$234,3140.02%598CommonSOLE
784117103SEICSEI INVTS CO$233,4710.02%5,275CommonSOLE
891092108TTCTORO CO$231,4310.02%1,728CommonSOLE
771049103RBLXROBLOX CORP$231,0600.02%9,904CommonSOLE
512807306LRCXLABCORP HOLDINGS INC$229,5070.02%2,080CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$228,9050.02%2,214CommonSOLE
125269100CFCF INDS HLDGS INC$228,8780.02%4,652CommonSOLE
134429109CPBTHE CAMPBELLS COMPANY$228,0640.02%3,229CommonSOLE
482480100KLACKLA CORP$225,6640.02%6,400CommonSOLE
98138H101WDAYWORKDAY INC$224,5710.02%624CommonSOLE
45687V106IRINGERSOLL RAND INC$223,7490.02%15,221CommonSOLE
040413205ANETARISTA NETWORKS INC$223,6090.02%717CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$223,4300.02%2,134CommonSOLE
880770102TERTERADYNE INC$222,6140.02%4,463CommonSOLE
G0403H108AONAON PLC$221,7980.02%2,025CommonSOLE
216648501COOCOOPER COS INC$220,6920.02%530CommonSOLE
14316J108CGCARLYLE GROUP INC$220,0070.02%1,781CommonSOLE
053332102AZOAUTOZONE INC$218,7460.02%1,577CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$216,9320.02%5,282CommonSOLE
88579Y101MMM3M CO$214,8910.02%491CommonSOLE
G4124C109GRABGRAB HOLDINGS LIMITED$214,5900.02%2,980CommonSOLE
260557103DOWDOW INC$214,1310.02%2,532CommonSOLE
552953101MGMMGM RESORTS INTERNATIONAL$212,7100.02%352CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$212,3410.02%2,536CommonSOLE
440452100HRLHORMEL FOODS CORP$212,2010.02%1,202CommonSOLE
20030N101CMCSACOMCAST CORP NEW$211,6200.02%1,299CommonSOLE
H1467J104CBCHUBB LIMITED$208,6830.02%1,167CommonSOLE
020002101ALLALLSTATE CORP$208,0010.02%1,948CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$207,0500.02%702CommonSOLE
855244109SBUXSTARBUCKS CORP$205,4410.02%2,287CommonSOLE
631103108NDAQNASDAQ INC$205,1960.02%759CommonSOLE
303250104FICOFAIR ISAAC CORP$203,8240.02%1,377CommonSOLE
74624M102PPURE STORAGE INC$203,2550.02%1,312CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$201,9100.02%1,115CommonSOLE
34965K107FTREFORTREA HLDGS INC$201,8240.02%545CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$201,0500.02%6,211CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$200,7020.02%17,287CommonSOLE
863667101SYKSTRYKER CORPORATION$196,3340.02%18,349CommonSOLE
00130H105AESAES CORP$187,6190.01%10,132CommonSOLE
501044101KRKROGER CO$174,7360.01%10,432CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$143,7090.01%12,046CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$119,6340.01%13,518CommonSOLE
594972408MSTRMICROSTRATEGY INC$32,8560.00%119,654CommonSOLE

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.