MondegarAI
Siemens Fonds Invest GmbH

Q4 2024 · 13F-HR/A

Siemens Fonds Invest GmbHholdings as filed

Filed 2025-03-04 · accession 0000950123-25-002964

$954.3M
Reported value
322
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$91.7M9.61%215,960CommonSOLE
023135106AMZNAMAZON COM INC$48.2M5.05%217,780CommonSOLE
02079K305GOOGLALPHABET INC$39.1M4.09%204,264CommonSOLE
02079K107GOOGALPHABET INC$29.0M3.04%150,552CommonSOLE
88160R101TSLATESLA INC$25.5M2.67%61,043CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$18.9M1.98%79,120CommonSOLE
92826C839VVISA INC$17.0M1.78%53,916CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$15.8M1.65%17,089CommonSOLE
17275R102CSCOCISCO SYS INC$12.2M1.28%206,590CommonSOLE
742718109PGPROCTER AND GAMBLE CO$12.2M1.28%72,899CommonSOLE
478160104JNJJOHNSON & JOHNSON$11.6M1.22%81,056CommonSOLE
931142103WMTWALMART INC$11.5M1.20%126,606CommonSOLE
00287Y109ABBVABBVIE INC$11.5M1.20%65,042CommonSOLE
64110L106NFLXNETFLIX INC$10.7M1.12%11,897CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$10.5M1.10%29,667CommonSOLE
68389X105ORCLORACLE CORP$10.2M1.07%61,012CommonSOLE
882508104TXNTEXAS INSTRS INC$9.3M0.97%49,448CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$9.2M0.96%17,387CommonSOLE
58933Y105MRKMERCK & CO INC$8.7M0.91%88,378CommonSOLE
713448108PEPPEPSICO INC$8.4M0.88%55,665CommonSOLE
747525103QCOMQUALCOMM INC$8.3M0.87%53,554CommonSOLE
060505104BACBANK AMERICA CORP$8.1M0.85%185,414CommonSOLE
191216100KOCOCA COLA CO$8.1M0.85%130,264CommonSOLE
031162100AMGNAMGEN INC$7.5M0.78%28,859CommonSOLE
00724F101ADBEADOBE INC$7.5M0.78%16,749CommonSOLE
872590104TMUST-MOBILE US INC$7.3M0.76%32,933CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$7.1M0.75%33,620CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$7.1M0.74%13,611CommonSOLE
H1467J104CBCHUBB LIMITED$7.0M0.73%25,415CommonSOLE
65339F101NEENEXTERA ENERGY INC$6.8M0.71%94,705CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$6.7M0.71%14,899CommonSOLE
949746101WMT2WELLS FARGO CO NEW$6.7M0.70%95,057CommonSOLE
81762P102NOWSERVICENOW INC$6.5M0.68%6,054CommonSOLE
291011104EMREMERSON ELEC CO$6.2M0.65%50,146CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$6.0M0.63%20,536CommonSOLE
743315103PGRPROGRESSIVE CORP$5.8M0.61%24,380CommonSOLE
149123101CATCATERPILLAR INC$5.8M0.61%15,919CommonSOLE
038222105AMATAPPLIED MATLS INC$5.6M0.58%33,956CommonSOLE
863667101SYKSTRYKER CORPORATION$5.5M0.58%15,307CommonSOLE
717081103PFEPFIZER INC$5.5M0.57%206,445CommonSOLE
760759100RSGREPUBLIC SVCS INC$5.4M0.57%27,044CommonSOLE
704326107PAYXPAYCHEX INC$5.4M0.57%38,816CommonSOLE
20030N101CMCSACOMCAST CORP NEW$5.3M0.56%142,153CommonSOLE
94106L109WMWASTE MGMT INC DEL$5.1M0.53%25,103CommonSOLE
040413205ANETARISTA NETWORKS INC$5.0M0.52%44,544CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$4.9M0.52%26,688CommonSOLE
032095101APHAMPHENOL CORP NEW$4.9M0.51%69,883CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$4.8M0.51%21,998CommonSOLE
872540109TJXTJX COS INC NEW$4.6M0.49%38,235CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$4.6M0.48%8,001CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$4.6M0.48%114,999CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$4.5M0.47%14,913CommonSOLE
78409V104SPGIS&P GLOBAL INC$4.5M0.47%8,979CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$4.4M0.47%51,994CommonSOLE
235851102DHRDANAHER CORPORATION$4.4M0.46%19,220CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$4.4M0.46%35,097CommonSOLE
001055102AFLAFLAC INC$4.4M0.46%42,711CommonSOLE
G5960L103MDTMEDTRONIC PLC$4.4M0.46%55,200CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$4.3M0.45%58,019CommonSOLE
032654105ADIANALOG DEVICES INC$4.3M0.45%20,081CommonSOLE
337738108FISVFISERV INC$4.2M0.44%20,458CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$4.2M0.44%26,875CommonSOLE
H2906T109GRMNGARMIN LTD$4.0M0.42%19,210CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$4.0M0.42%70,763CommonSOLE
09290D101BLKBLACKROCK INC$4.0M0.42%3,860CommonSOLE
871607107SNPSSYNOPSYS INC$3.9M0.41%8,099CommonSOLE
172967424CCITIGROUP INC$3.9M0.41%55,350CommonSOLE
855244109SBUXSTARBUCKS CORP$3.9M0.41%42,978CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$3.8M0.40%19,318CommonSOLE
00206R102TAT&T INC$3.8M0.39%166,671CommonSOLE
48251W104KKRKKR & CO INC$3.7M0.39%25,158CommonSOLE
58733R102MELIMERCADOLIBRE INC$3.7M0.39%2,145CommonSOLE
075887109BDXBECTON DICKINSON & CO$3.7M0.38%16,128CommonSOLE
631103108NDAQNASDAQ INC$3.7M0.38%47,192CommonSOLE
609207105MDLZMONDELEZ INTL INC$3.6M0.38%61,109CommonSOLE
595112103MUMICRON TECHNOLOGY INC$3.6M0.38%42,446CommonSOLE
30231G102XOMEXXON MOBIL CORP$3.6M0.38%34,075CommonSOLE
482480100KLACKLA CORP$3.6M0.38%5,663CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$3.5M0.36%14,401CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$3.4M0.36%55,779CommonSOLE
G29183103ETNEATON CORP PLC$3.4M0.35%10,178CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$3.3M0.35%17,356CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$3.3M0.35%8,901CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$3.3M0.34%29,466CommonSOLE
46284V101IRMIRON MTN INC DEL$3.3M0.34%31,353CommonSOLE
009066101ABNBAIRBNB INC$3.2M0.33%24,079CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$3.2M0.33%6,824CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$3.2M0.33%16,876CommonSOLE
571903202MARMARRIOTT INTL INC NEW$3.1M0.32%11,048CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$3.1M0.32%20,654CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$3.1M0.32%8,823CommonSOLE
74340W103PLDPROLOGIS INC.$3.0M0.32%28,921CommonSOLE
217204106CPRTCOPART INC$3.0M0.32%51,792CommonSOLE
988498101YUMYUM BRANDS INC$3.0M0.32%22,516CommonSOLE
615369105MCOMOODYS CORP$3.0M0.31%6,345CommonSOLE
98978V103ZTSZOETIS INC$2.9M0.31%18,054CommonSOLE
458140100INTCINTEL CORP$2.9M0.31%147,527CommonSOLE
98138H101WDAYWORKDAY INC$2.9M0.30%11,031CommonSOLE
126408103CSXCSX CORP$2.9M0.30%89,731CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$2.9M0.30%13,811CommonSOLE
126650100CVSCVS HEALTH CORP$2.9M0.30%65,188CommonSOLE
053611109AVYAVERY DENNISON CORP$2.8M0.29%14,841CommonSOLE
98389B100XELXCEL ENERGY INC$2.7M0.28%40,227CommonSOLE
701094104PHPARKER-HANNIFIN CORP$2.7M0.28%4,258CommonSOLE
36828A101GEVGE VERNOVA INC$2.7M0.28%8,198CommonSOLE
12572Q105CMECME GROUP INC$2.7M0.28%11,593CommonSOLE
278865100ECLECOLAB INC$2.6M0.27%10,915CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$2.6M0.27%10,016CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$2.5M0.27%11,180CommonSOLE
902973304USBUS BANCORP DEL$2.5M0.26%52,245CommonSOLE
G0403H108AONAON PLC$2.5M0.26%7,032CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$2.5M0.26%15,504CommonSOLE
31428X106FDXFEDEX CORP$2.5M0.26%8,734CommonSOLE
009158106APDAIR PRODS & CHEMS INC$2.4M0.26%8,459CommonSOLE
58155Q103MCKMCKESSON CORP$2.3M0.25%4,109CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$2.3M0.24%10,319CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$2.3M0.24%25,532CommonSOLE
460690100IPGINTERPUBLIC GROUP COS INC$2.3M0.24%82,596CommonSOLE
88579Y101MMM3M CO$2.3M0.24%17,564CommonSOLE
871829107SYYSYSCO CORP$2.2M0.24%29,423CommonSOLE
693506107PPGPPG INDS INC$2.2M0.23%18,679CommonSOLE
91913Y100VLOVALERO ENERGY CORP$2.1M0.23%17,965CommonSOLE
427866108HSYHERSHEY CO$2.1M0.22%12,371CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$2.1M0.22%54,462CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$2.0M0.21%1,737CommonSOLE
842587107SOSOUTHERN CO$2.0M0.21%24,186CommonSOLE
369604301GEGE AEROSPACE$1.9M0.20%11,548CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$1.9M0.20%24,752CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$1.9M0.19%11,129CommonSOLE
806857108SLBSCHLUMBERGER LTD$1.9M0.19%48,960CommonSOLE
87612E106TGTTARGET CORP$1.8M0.18%12,972CommonSOLE
03076C106AMPAMERIPRISE FINL INC$1.7M0.18%3,259CommonSOLE
311900104FASTFASTENAL CO$1.7M0.18%23,800CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$1.5M0.16%28,283CommonSOLE
384802104GWWGRAINGER W W INC$1.4M0.15%1,358CommonSOLE
231021106CMICUMMINS INC$1.4M0.15%4,041CommonSOLE
45168D104IDXXIDEXX LABS INC$1.3M0.14%3,263CommonSOLE
74762E102QUREQUANTA SVCS INC$1.3M0.14%4,163CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$1.3M0.14%11,542CommonSOLE
831865209AOSSMITH A O CORP$1.3M0.14%19,400CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$1.3M0.14%17,646CommonSOLE
37045V100GMGENERAL MTRS CO$1.3M0.14%24,308CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$1.2M0.13%15,966CommonSOLE
20825C104COPCONOCOPHILLIPS$1.2M0.13%12,569CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$1.2M0.12%12,738CommonSOLE
56585A102MPCMARATHON PETE CORP$1.2M0.12%8,594CommonSOLE
59156R108METMETLIFE INC$1.2M0.12%14,199CommonSOLE
718172109PMPHILIP MORRIS INTL INC$1.2M0.12%9,636CommonSOLE
25809K105DASHDOORDASH INC$1.2M0.12%6,800CommonSOLE
N07059210ASMLASML HOLDING N V$1.1M0.12%1,617CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$1.1M0.12%3,224CommonSOLE
651639106NEMNEWMONT CORP$1.1M0.11%29,282CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$1.0M0.11%6,044CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$1.0M0.11%4,601CommonSOLE
969457100WMBWILLIAMS COS INC$1.0M0.10%18,497CommonSOLE
833445109SNOWSNOWFLAKE INC$935,2440.10%6,035CommonSOLE
444859102HUMHUMANA INC$932,3710.10%3,667CommonSOLE
89832Q109TFCTRUIST FINL CORP$922,0460.10%21,260CommonSOLE
278642103EBAYEBAY INC.$901,2350.09%14,522CommonSOLE
26875P101EOGEOG RES INC$891,6890.09%7,395CommonSOLE
88339J105TTDTHE TRADE DESK INC$858,8550.09%7,147CommonSOLE
23331A109DHID R HORTON INC$857,5960.09%6,145CommonSOLE
053332102AZOAUTOZONE INC$856,9560.09%269CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$840,3310.09%3,599CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$832,4190.09%7,618CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$831,4410.09%10,907CommonSOLE
722304102PDDPDD HOLDINGS INC$820,9100.09%8,697CommonSOLE
020002101ALLALLSTATE CORP$814,2940.09%4,229CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$814,2450.09%25,477CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$812,6060.09%2,947CommonSOLE
893641100TDGTRANSDIGM GROUP INC$779,4650.08%609CommonSOLE
345370860FFORD MTR CO$761,3230.08%77,057CommonSOLE
852234103XYZBLOCK INC$749,0910.08%8,563CommonSOLE
942622200WSOWATSCO INC$741,1470.08%1,561CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$734,3170.08%4,127CommonSOLE
775711104ROLROLLINS INC$719,9580.08%15,513CommonSOLE
G87052109TELTE CONNECTIVITY PLC$719,2080.08%5,034CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$713,3020.07%8,851CommonSOLE
756109104OREALTY INCOME CORP$712,8040.07%13,518CommonSOLE
922475108VEEVVEEVA SYS INC$712,4420.07%3,369CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$709,2000.07%1,983CommonSOLE
031100100AMEAMETEK INC$708,6820.07%3,921CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$705,2490.07%6,194CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$699,8590.07%14,442CommonSOLE
315616102FFIVF5 INC$694,0680.07%2,749CommonSOLE
09062X103BIIBBIOGEN INC$663,8400.07%4,420CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$658,7020.07%4,087CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$648,3200.07%1,074CommonSOLE
500754106KHCKRAFT HEINZ CO$647,7610.07%21,336CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$645,2560.07%8,368CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$642,6350.07%15,697CommonSOLE
29530P102ERIEERIE INDTY CO$642,5760.07%1,562CommonSOLE
253868103DLRDIGITAL RLTY TR INC$627,8720.07%3,563CommonSOLE
03662Q105AKXANSYS INC$625,8280.07%1,852CommonSOLE
816851109SRESEMPRA$600,4600.06%6,855CommonSOLE
22160N109CSGPCOSTAR GROUP INC$595,3160.06%8,289CommonSOLE
594972408MSTRMICROSTRATEGY INC$579,5620.06%1,913CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$576,8510.06%7,289CommonSOLE
02209S103MOALTRIA GROUP INC$554,9640.06%10,656CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$545,2990.06%2,481CommonSOLE
303250104FICOFAIR ISAAC CORP$541,6720.06%269CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$538,2130.06%1,985CommonSOLE
303075105FDSFACTSET RESH SYS INC$538,1880.06%1,115CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$527,7310.06%2,065CommonSOLE
16411R208LNGCHENIERE ENERGY INC$524,5780.05%2,462CommonSOLE
209115104EDCONSOLIDATED EDISON INC$519,1630.05%5,813CommonSOLE
487836108KKELLANOVA$513,9560.05%6,352CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$499,5600.05%3,309CommonSOLE
25746U109DDOMINION ENERGY INC$493,1800.05%9,155CommonSOLE
62944T105NVRNVR INC$474,2350.05%58CommonSOLE
172062101CINFCINCINNATI FINL CORP$470,3580.05%3,286CommonSOLE
05464C101AXONAXON ENTERPRISE INC$468,9520.05%776CommonSOLE
443201108HWMHOWMET AEROSPACE INC$467,9180.05%4,243CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$459,5350.05%1,588CommonSOLE
695156109PKGPACKAGING CORP AMER$458,4680.05%2,038CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$455,3780.05%5,391CommonSOLE
504922105LHLABCORP HOLDINGS INC$453,8100.05%1,983CommonSOLE
501044101KRKROGER CO$449,1830.05%7,336CommonSOLE
452327109ILMNILLUMINA INC$442,3840.05%3,312CommonSOLE
69331C108PCGPG&E CORP$438,4520.05%21,781CommonSOLE
98980G102ZSZSCALER INC$438,4130.05%2,394CommonSOLE
670346105NUENUCOR CORP$435,7490.05%3,761CommonSOLE
49177J102KVUEKENVUE INC$434,8040.05%20,529CommonSOLE
12504L109CBRECBRE GROUP INC$431,2180.05%3,305CommonSOLE
03073E105CORCENCORA INC$429,6460.05%1,912CommonSOLE
22822V101CCICROWN CASTLE INC$426,4550.04%4,750CommonSOLE
049468101TEAMATLASSIAN CORPORATION$425,5060.04%1,722CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$420,4390.04%4,063CommonSOLE
92338C103VLTOVERALTO CORP$412,4260.04%4,043CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$410,7330.04%4,437CommonSOLE
87612G101TRGPTARGA RES CORP$408,5040.04%2,301CommonSOLE
30161N101EXCEXELON CORP$407,6830.04%10,834CommonSOLE
45687V106IRINGERSOLL RAND INC$400,9130.04%4,429CommonSOLE
90384S303ULTAULTA BEAUTY INC$395,7790.04%909CommonSOLE
70438V106PCTYPAYLOCITY HLDG CORP$395,2990.04%1,976CommonSOLE
46266C105IQVIQVIA HLDGS INC$392,7280.04%1,989CommonSOLE
440452100HRLHORMEL FOODS CORP$392,6830.04%12,586CommonSOLE
518439104ELLAUDER ESTEE COS INC$391,6490.04%5,279CommonSOLE
929740108WABWABTEC$376,9350.04%1,974CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$375,3750.04%35,716CommonSOLE
929160109VMCVULCAN MATLS CO$375,1060.04%1,453CommonSOLE
891092108TTCTORO CO$373,5120.04%4,659CommonSOLE
086516101BBYBEST BUY INC$371,3010.04%4,325CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$369,3750.04%13,244CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$360,0090.04%2,011CommonSOLE
443573100HUBSHUBSPOT INC$358,1490.04%512CommonSOLE
18915M107NETCLOUDFLARE INC$357,1820.04%3,276CommonSOLE
29364G103ETRENTERGY CORP NEW$354,6880.04%4,682CommonSOLE
579780206MKCMCCORMICK & CO INC$353,2570.04%4,682CommonSOLE
40434L105HPQHP INC$351,7190.04%10,779CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$347,4710.04%4,575CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$343,9380.04%1,098CommonSOLE
714046109RVTYREVVITY INC$343,8370.04%3,089CommonSOLE
294429105EFXEQUIFAX INC$341,9950.04%1,340CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$341,7510.04%4,670CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$337,6760.04%3,819CommonSOLE
858119100STLDSTEEL DYNAMICS INC$337,5310.04%2,966CommonSOLE
55261F104MTBM & T BK CORP$337,5220.04%1,790CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$337,0350.04%1,638CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$336,9660.04%12,316CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$334,3860.04%1,812CommonSOLE
058498106BALLBALL CORP$330,8750.03%6,017CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$327,8570.03%2,959CommonSOLE
G3223R108EGEVEREST GROUP LTD$325,8700.03%906CommonSOLE
422806109HEIHEICO CORP NEW$323,3550.03%1,349CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$322,1540.03%1,365CommonSOLE
806407102HSICHENRY SCHEIN INC$319,7040.03%4,622CommonSOLE
35137L105FOXAFOX CORP$317,5580.03%6,502CommonSOLE
316773100FITBFIFTH THIRD BANCORP$317,4100.03%7,430CommonSOLE
260557103DOWDOW INC$310,5900.03%7,875CommonSOLE
37940X102GPNGLOBAL PMTS INC$309,7700.03%2,795CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$309,6580.03%2,626CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$309,2290.03%5,880CommonSOLE
98419M100XYLXYLEM INC$308,9560.03%2,657CommonSOLE
771049103RBLXROBLOX CORP$308,4820.03%5,275CommonSOLE
518415104LSCCLATTICE SEMICONDUCTOR CORP$302,0910.03%5,326CommonSOLE
92840M102VSTVISTRA CORP$301,7540.03%2,154CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$300,0490.03%14,021CommonSOLE
380237107GDDYGODADDY INC$299,3740.03%1,501CommonSOLE
372460105GPCGENUINE PARTS CO$296,2680.03%2,558CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$281,8020.03%231CommonSOLE
60770K107MRNAMODERNA INC$278,8100.03%7,080CommonSOLE
143658300CCL1EURCARNIVAL CORP$276,9920.03%11,050CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$272,0860.03%2,190CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$266,7730.03%5,328CommonSOLE
146869102CVNACARVANA CO$262,5560.03%1,247CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$259,2880.03%15,878CommonSOLE
64110D104NTAPNETAPP INC$257,2100.03%2,208CommonSOLE
406216101HALHALLIBURTON CO$256,0390.03%9,497CommonSOLE
12514G108CDWCDW CORP$254,4780.03%1,468CommonSOLE
92276F100VTRVENTAS INC$253,6410.03%4,335CommonSOLE
22052L104CTVACORTEVA INC$250,7300.03%4,433CommonSOLE
854502101SWKSTANLEY BLACK & DECKER INC$250,0280.03%3,132CommonSOLE
745867101PHMPULTE GROUP INC$246,1320.03%2,261CommonSOLE
443510607HUBBHUBBELL INC$246,0650.03%587CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$244,5790.03%10,317CommonSOLE
219948106CPAYCORPAY INC$242,0380.03%717CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$238,9420.03%2,267CommonSOLE
69370C100PTCPTC INC$238,1040.02%1,293CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$233,9840.02%1,786CommonSOLE
459506101IFFINTERNATIONAL FLAVORS & FRAGRA$232,3170.02%2,767CommonSOLE
049560105ATOATMOS ENERGY CORP$231,8680.02%1,666CommonSOLE
941848103WATWATERS CORP$231,4670.02%624CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$230,0840.02%5,282CommonSOLE
29084Q100EMEEMCOR GROUP INC$229,9970.02%503CommonSOLE
665859104NTRSNORTHERN TR CORP$227,3640.02%2,213CommonSOLE
42809H107HESHESS CORP$225,8670.02%1,728CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$223,9710.02%106CommonSOLE
189054109CLXCLOROX CO DEL$221,1450.02%1,370CommonSOLE
770700102HOODROBINHOOD MKTS INC$220,7990.02%5,768CommonSOLE
880770102TERTERADYNE INC$218,9380.02%1,728CommonSOLE
125896100CMSCMS ENERGY CORP$215,1480.02%3,229CommonSOLE
958102105WDCWESTERN DIGITAL CORP$211,2930.02%3,544CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$209,1980.02%545CommonSOLE
74624M102PPURE STORAGE INC$206,8090.02%3,310CommonSOLE
122017106BURLBURLINGTON STORES INC$204,2020.02%717CommonSOLE
46187W107INVHINVITATION HOMES INC$203,7120.02%6,400CommonSOLE
531229755FWONKLIBERTY MEDIA CORP DEL$202,8520.02%2,158CommonSOLE
83304A106SNAPSNAP INC$199,2700.02%18,349CommonSOLE
92556V106VTRSVIATRIS INC$168,5040.02%13,611CommonSOLE
959802109WUWESTERN UN CO$127,3260.01%12,046CommonSOLE
382550101GTGOODYEAR TIRE & RUBR CO$118,4180.01%13,518CommonSOLE

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.