MondegarAI
ALLIANZ SE

Q1 2024 · 13F-HR

ALLIANZ SEholdings as filed

Filed 2025-05-12 · accession 0000950123-25-004616

$3.18B
Reported value
451
Positions
2024-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$684.1M21.5%1,301,299CommonNONE
594918104MSFTMICROSOFT CORP$137.0M4.32%325,694CommonSOLE
037833100AAPLAPPLE INC$104.5M3.29%609,232CommonSOLE
023135106AMZNAMAZON COM INC$91.2M2.87%505,852CommonSOLE
02079K305GOOGLALPHABET INC$68.0M2.14%450,431CommonSOLE
464288257ACWIISHARES TR$56.0M1.76%508,877CommonNONE
651639106NEMNEWMONT CORP$52.2M1.64%1,456,145CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$48.1M1.52%240,327CommonSOLE
922908363VOOVANGUARD INDEX FDS$47.2M1.49%98,122CommonSOLE
464286608EZUISHARES INC$46.0M1.45%900,431CommonNONE
025816109AXPAMERICAN EXPRESS CO$45.3M1.43%198,754CommonSOLE
30303M102METAMETA PLATFORMS INC$44.7M1.41%92,074CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$40.9M1.29%78,110CommonSOLE
02079K107GOOGALPHABET INC$40.2M1.26%263,775CommonSOLE
464285204IAUISHARES GOLD TR$39.6M1.25%941,548CommonNONE
57636Q104MAMASTERCARD INCORPORATED$38.6M1.22%80,165CommonSOLE
067901108ABXBARRICK GOLD CORP$35.3M1.11%2,120,209CommonSOLE
92826C839VVISA INC$32.0M1.01%114,741CommonSOLE
G54950103LINLINDE PLC$30.1M0.95%64,771CommonSOLE
532457108LLYELI LILLY & CO$28.5M0.90%36,673CommonSOLE
254687106DISDISNEY WALT CO$25.5M0.80%208,151CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$24.2M0.76%48,939CommonSOLE
46429B697USMVISHARES TR$24.1M0.76%288,295CommonSOLE
718172109PMPHILIP MORRIS INTL INC$23.6M0.74%257,503CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$23.5M0.74%55,960CommonSOLE
46090E103QQQINVESCO QQQ TR$23.0M0.72%51,756CommonNONE
464287457SHYISHARES TR$20.7M0.65%253,056CommonNONE
717081103PFEPFIZER INC$20.3M0.64%730,906CommonSOLE
478160104JNJJOHNSON & JOHNSON$20.2M0.64%128,001CommonSOLE
149123101CATCATERPILLAR INC$19.3M0.61%52,647CommonSOLE
46434V464CRBNISHARES TR$18.8M0.59%105,015CommonNONE
31428X106FDXFEDEX CORP$18.7M0.59%64,458CommonSOLE
580135101MCDMCDONALDS CORP$18.3M0.58%65,003CommonSOLE
58933Y105MRKMERCK & CO INC$17.1M0.54%129,439CommonSOLE
742718109PGPROCTER AND GAMBLE CO$17.0M0.53%104,626CommonSOLE
30231G102XOMEXXON MOBIL CORP$16.9M0.53%145,440CommonSOLE
88160R101TSLATESLA INC$16.4M0.52%93,195CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$16.4M0.52%22,360CommonSOLE
79466L302CRMSALESFORCE INC$16.1M0.51%53,457CommonSOLE
00287Y109ABBVABBVIE INC$15.2M0.48%83,416CommonSOLE
458140100INTCINTEL CORP$15.0M0.47%339,094CommonSOLE
78463X400GXCSPDR INDEX SHS FDS$14.4M0.45%218,161CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$14.3M0.45%68,455CommonSOLE
922908751VBVANGUARD INDEX FDS$14.2M0.45%62,054CommonSOLE
17275R102CSCOCISCO SYS INC$14.1M0.44%281,936CommonSOLE
191216100KOCOCA COLA CO$14.1M0.44%229,693CommonSOLE
64110L106NFLXNETFLIX INC$13.3M0.42%21,889CommonSOLE
00724F101ADBEADOBE INC$13.3M0.42%26,306CommonSOLE
437076102HDHOME DEPOT INC$13.1M0.41%34,035CommonSOLE
464287234EEMISHARES TR$12.9M0.40%312,978CommonNONE
907818108UNPUNION PAC CORP$12.8M0.40%52,077CommonSOLE
68389X105ORCLORACLE CORP$12.7M0.40%101,435CommonSOLE
74340W103PLDPROLOGIS INC.$12.7M0.40%97,219CommonSOLE
060505104BACBANK AMERICA CORP$12.6M0.40%332,553CommonSOLE
46434G855RINGISHARES INC$12.6M0.40%497,978CommonSOLE
78468R796SPYXSPDR SER TR$12.6M0.40%293,508CommonNONE
747525103QCOMQUALCOMM INC$12.1M0.38%71,695CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$12.0M0.38%126,952CommonSOLE
654106103NKENIKE INC$11.9M0.37%126,676CommonSOLE
047649108ATKRATKORE INC$11.9M0.37%62,273CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$11.7M0.37%33,895CommonSOLE
031162100AMGNAMGEN INC$11.6M0.37%40,959CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$11.5M0.36%3,182CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$11.0M0.35%36,513CommonSOLE
461202103INTUINTUIT$10.9M0.34%16,839CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$10.9M0.34%25,972CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$10.8M0.34%73,371CommonSOLE
65339F101NEENEXTERA ENERGY INC$10.8M0.34%169,583CommonSOLE
125523100CITHE CIGNA GROUP$10.2M0.32%28,145CommonSOLE
464286822EWWISHARES INC$10.0M0.32%144,414CommonSOLE
92204A405VFHVANGUARD WORLD FD$10.0M0.32%97,714CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$9.9M0.31%66,352CommonSOLE
464287754IYJISHARES TR$9.6M0.30%76,185CommonSOLE
291011104EMREMERSON ELEC CO$9.6M0.30%84,329CommonSOLE
548661107LOWLOWES COS INC$9.6M0.30%37,546CommonSOLE
032654105ADIANALOG DEVICES INC$9.5M0.30%47,778CommonSOLE
N82405106STLASTELLANTIS N.V$9.2M0.29%324,825CommonSOLE
166764100CVXCHEVRON CORP NEW$9.1M0.29%57,475CommonSOLE
20030N101CMCSACOMCAST CORP NEW$9.1M0.29%209,081CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$9.1M0.29%36,289CommonSOLE
002824100ABTABBOTT LABS$9.0M0.28%78,873CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$9.0M0.28%7,932CommonSOLE
464286657BKFISHARES INC$8.8M0.28%259,244CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$8.8M0.28%56,399CommonSOLE
806857108SLBSCHLUMBERGER LTD$8.8M0.28%160,010CommonSOLE
59156R108METMETLIFE INC$8.7M0.27%117,434CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$8.7M0.27%14,960CommonSOLE
464286178GHYGISHARES INC$8.6M0.27%195,357CommonNONE
026874784AIGAMERICAN INTL GROUP INC$8.6M0.27%109,618CommonSOLE
235851102DHRDANAHER CORPORATION$8.6M0.27%34,306CommonSOLE
872590104TMUST-MOBILE US INC$8.6M0.27%52,416CommonSOLE
N3167Y103RACEFERRARI N V$8.5M0.27%19,394CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$8.4M0.27%93,684CommonSOLE
H1467J104CBCHUBB LIMITED$8.4M0.26%32,446CommonSOLE
949746101WMT2WELLS FARGO CO NEW$8.3M0.26%142,402CommonSOLE
67066G104NVDANVIDIA CORPORATION$8.2M0.26%91,077CommonSOLE
036752103ELVELEVANCE HEALTH INC$8.2M0.26%15,845CommonSOLE
G5960L103MDTMEDTRONIC PLC$8.2M0.26%93,995CommonSOLE
609207105MDLZMONDELEZ INTL INC$8.1M0.26%116,271CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$7.9M0.25%18,966CommonSOLE
172967424CCITIGROUP INC$7.8M0.25%123,215CommonSOLE
78409V104SPGIS&P GLOBAL INC$7.8M0.24%18,242CommonSOLE
464287184FXIISHARES TR$7.7M0.24%321,908CommonNONE
126408103CSXCSX CORP$7.6M0.24%205,978CommonSOLE
464288224ICLNISHARES TR$7.6M0.24%545,665CommonNONE
713448108PEPPEPSICO INC$7.5M0.23%42,591CommonSOLE
723787107PXDEURPIONEER NAT RES CO$7.2M0.23%27,317CommonSOLE
617446448MSMORGAN STANLEY$7.1M0.22%75,359CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$7.1M0.22%149,942CommonSOLE
244199105DEDEERE & CO$7.0M0.22%17,075CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$6.9M0.22%97,578CommonSOLE
126650100CVSCVS HEALTH CORP$6.8M0.21%84,738CommonSOLE
20825C104COPCONOCOPHILLIPS$6.7M0.21%52,469CommonSOLE
816851109SRESEMPRA$6.5M0.20%90,490CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$6.3M0.20%116,583CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$6.2M0.20%80,777CommonSOLE
00206R102TAT&T INC$6.2M0.19%350,013CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$6.1M0.19%31,121CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$6.1M0.19%43,097CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$6.1M0.19%91,037CommonSOLE
30161N101EXCEXELON CORP$6.0M0.19%158,715CommonSOLE
369604301GEGENERAL ELECTRIC CO$5.9M0.19%42,226CommonSOLE
438516106HONHONEYWELL INTL INC$5.7M0.18%27,728CommonSOLE
92189F106GDXVANECK ETF TRUST$5.2M0.16%164,560CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$5.1M0.16%28,465CommonSOLE
444859102HUMHUMANA INC$4.8M0.15%13,960CommonSOLE
78468R556XOPSPDR SER TR$4.8M0.15%31,125CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$4.7M0.15%34,564CommonSOLE
78464A755XMESPDR SER TR$4.7M0.15%77,570CommonNONE
001744101AMNAMN HEALTHCARE SVCS INC$4.5M0.14%71,367CommonSOLE
46137V134PBWINVESCO EXCHANGE TRADED FD T$3.9M0.12%171,068CommonNONE
482480100KLACKLA CORP$3.6M0.11%5,115CommonSOLE
172908105CTASCINTAS CORP$3.6M0.11%20,792CommonSOLE
464288570DSIISHARES TR$3.5M0.11%35,159CommonNONE
615369105MCOMOODYS CORP$3.4M0.11%8,590CommonSOLE
60741F104MBLYMOBILEYE GLOBAL INC$3.2M0.10%100,284CommonSOLE
893641100TDGTRANSDIGM GROUP INC$3.2M0.10%2,594CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$3.2M0.10%7,992CommonNONE
693718108PCARPACCAR INC$3.2M0.10%25,741CommonSOLE
929160109VMCVULCAN MATLS CO$3.2M0.10%11,619CommonSOLE
34959E109FTNTFORTINET INC$3.2M0.10%46,117CommonSOLE
053332102AZOAUTOZONE INC$3.1M0.10%981CommonSOLE
384802104GWWGRAINGER W W INC$3.0M0.09%2,925CommonSOLE
278642103EBAYEBAY INC.$3.0M0.09%56,200CommonSOLE
871607107SNPSSYNOPSYS INC$2.9M0.09%5,073CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$2.9M0.09%37,565CommonSOLE
217204106CPRTCOPART INC$2.8M0.09%49,180CommonSOLE
038222105AMATAPPLIED MATLS INC$2.8M0.09%13,797CommonNONE
443201108HWMHOWMET AEROSPACE INC$2.8M0.09%41,421CommonSOLE
26875P101EOGEOG RES INC$2.7M0.09%21,508CommonSOLE
075887109BDXBECTON DICKINSON & CO$2.7M0.09%10,995CommonSOLE
45687V106IRINGERSOLL RAND INC$2.7M0.09%28,545CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$2.6M0.08%8,044CommonSOLE
62944T105NVRNVR INC$2.5M0.08%309CommonSOLE
12504L109CBRECBRE GROUP INC$2.5M0.08%25,663CommonSOLE
086516101BBYBEST BUY INC$2.5M0.08%30,300CommonSOLE
22160N109CSGPCOSTAR GROUP INC$2.5M0.08%25,512CommonSOLE
58733R102MELIMERCADOLIBRE INC$2.5M0.08%1,621CommonSOLE
11135F101AVGOBROADCOM INC$2.4M0.08%18,301CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$2.4M0.07%40,694CommonSOLE
29444U700EQIXEQUINIX INC$2.3M0.07%2,824CommonNONE
55354G100MSCIMSCI INC$2.3M0.07%4,075CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$2.3M0.07%260,000CommonSOLE
N20944109CNHCNH INDL N V$2.3M0.07%175,100CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$2.3M0.07%39,329CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$2.2M0.07%8,831CommonSOLE
98419M100XYLXYLEM INC$2.1M0.07%16,423CommonSOLE
042735100ARWARROW ELECTRS INC$2.1M0.07%16,350CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$2.0M0.06%10,689CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$2.0M0.06%31,250CommonSOLE
22822V101CCICROWN CASTLE INC$1.9M0.06%18,392CommonNONE
831865209AOSSMITH A O CORP$1.9M0.06%21,416CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$1.9M0.06%7,017CommonSOLE
099724106BWABORGWARNER INC$1.9M0.06%54,700CommonSOLE
61945C103MOSMOSAIC CO NEW$1.8M0.06%56,800CommonSOLE
693506107PPGPPG INDS INC$1.8M0.06%12,705CommonSOLE
406216101HALHALLIBURTON CO$1.8M0.06%45,635CommonSOLE
464286400EWZISHARES INC$1.8M0.06%54,457CommonNONE
64110D104NTAPNETAPP INC$1.8M0.06%16,792CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$1.8M0.06%6,033CommonSOLE
988498101YUMYUM BRANDS INC$1.7M0.05%12,585CommonSOLE
882508104TXNTEXAS INSTRS INC$1.7M0.05%10,004CommonNONE
81762P102NOWSERVICENOW INC$1.7M0.05%2,194CommonNONE
337738108FISVFISERV INC$1.7M0.05%10,466CommonNONE
294429105EFXEQUIFAX INC$1.7M0.05%6,249CommonSOLE
260003108DOVDOVER CORP$1.6M0.05%9,265CommonSOLE
552953101MGMMGM RESORTS INTERNATIONAL$1.6M0.05%33,938CommonSOLE
03662Q105AKXANSYS INC$1.6M0.05%4,605CommonSOLE
871829107SYYSYSCO CORP$1.6M0.05%19,656CommonSOLE
857477103STTSTATE STR CORP$1.6M0.05%20,173CommonSOLE
704326107PAYXPAYCHEX INC$1.5M0.05%12,307CommonSOLE
049560105ATOATMOS ENERGY CORP$1.5M0.05%12,648CommonSOLE
22052L104CTVACORTEVA INC$1.5M0.05%25,804CommonSOLE
761152107RMDRESMED INC$1.5M0.05%7,500CommonSOLE
30040W108ESEVERSOURCE ENERGY$1.5M0.05%24,584CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$1.4M0.04%9,063CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$1.4M0.04%9,610CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$1.4M0.04%42,149CommonSOLE
931427108WFCWALGREENS BOOTS ALLIANCE INC$1.4M0.04%63,804CommonSOLE
227046109CROXCROCS INC$1.4M0.04%9,550CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$1.4M0.04%3,194CommonSOLE
427866108HSYHERSHEY CO$1.3M0.04%6,872CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$1.3M0.04%26,549CommonSOLE
95040Q104WELLWELLTOWER INC$1.3M0.04%14,135CommonNONE
92343E102VRSNVERISIGN INC$1.3M0.04%6,922CommonSOLE
73278L105POOLPOOL CORP$1.3M0.04%3,236CommonSOLE
92276F100VTRVENTAS INC$1.3M0.04%29,892CommonNONE
345370860FFORD MTR CO DEL$1.2M0.04%90,686CommonSOLE
91879Q109MTNVAIL RESORTS INC$1.2M0.04%5,392CommonSOLE
032095101APHAMPHENOL CORP NEW$1.2M0.04%20,380CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$1.2M0.04%1,206CommonNONE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$1.1M0.04%13,351CommonSOLE
11271J107BNBROOKFIELD CORP$1.1M0.04%20,116CommonNONE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$1.1M0.04%19,543CommonNONE
653656108NICENICE LTD$1.1M0.03%4,200CommonSOLE
595112103MUMICRON TECHNOLOGY INC$1.1M0.03%9,260CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$1.1M0.03%15,336CommonNONE
256677105DGDOLLAR GEN CORP NEW$1.0M0.03%6,703CommonSOLE
03674X106ARANTERO RESOURCES CORP$1.0M0.03%35,505CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$1.0M0.03%14,055CommonSOLE
94106L109WMWASTE MGMT INC DEL$980,7050.03%4,601CommonNONE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$979,8190.03%7,424CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$968,2160.03%4,468CommonSOLE
40412C101HCAHCA HEALTHCARE INC$947,2270.03%2,840CommonNONE
G25508105CRHCRH PLC$923,9310.03%10,711CommonNONE
59522J103MAAMID-AMER APT CMNTYS INC$914,3490.03%6,949CommonSOLE
98978V103ZTSZOETIS INC$904,7660.03%5,347CommonNONE
574599106MASMASCO CORP$902,2290.03%11,438CommonNONE
745867101PHMPULTE GROUP INC$898,8600.03%7,452CommonNONE
962166104WYWEYERHAEUSER CO MTN BE$890,5680.03%24,800CommonNONE
571903202MARMARRIOTT INTL INC NEW$878,0410.03%3,480CommonSOLE
252131107DXCMDEXCOM INC$877,1390.03%6,324CommonSOLE
526057104LENLENNAR CORP$876,9260.03%5,099CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$872,4380.03%4,090CommonSOLE
88579Y101MMM3M CO$871,2170.03%9,824CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$848,7510.03%4,574CommonNONE
92338C103VLTOVERALTO CORP$838,9900.03%9,463CommonSOLE
29786A106ETSYETSY INC$829,0380.03%12,064CommonSOLE
23331A109DHID R HORTON INC$770,9170.02%4,685CommonNONE
808513105SCHWSCHWAB CHARLES CORP$761,5240.02%10,527CommonSOLE
863667101SYKSTRYKER CORPORATION$752,9580.02%2,104CommonNONE
015271109AREALEXANDRIA REAL ESTATE EQ IN$743,2950.02%5,766CommonNONE
29476L107EQREQUITY RESIDENTIAL$733,9690.02%11,630CommonNONE
302491303FMCFMC CORP$727,9000.02%11,427CommonSOLE
931142103WMTWALMART INC$727,4550.02%12,090CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$723,8000.02%35,000CommonNONE
297178105ESSESSEX PPTY TR INC$723,1690.02%2,954CommonNONE
756109104OREALTY INCOME CORP$699,1880.02%12,924CommonNONE
46266C105IQVIQVIA HLDGS INC$644,1120.02%2,547CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$629,9360.02%4,870CommonSOLE
03743Q108APAAPA CORPORATION$626,8850.02%18,234CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$604,4070.02%9,300CommonSOLE
02209S103MOALTRIA GROUP INC$597,5940.02%13,700CommonSOLE
375558103GILDGILEAD SCIENCES INC$587,6850.02%8,023CommonNONE
12503M108CBOECBOE GLOBAL MKTS INC$582,4240.02%3,170CommonSOLE
N72482149QIAGEN NV$580,5390.02%13,541CommonSOLE
D18190898DBDEUTSCHE BANK A G$550,0660.02%35,000CommonSOLE
L44385109GLOBGLOBANT S A$548,7640.02%2,718CommonNONE
H42097107UBSUBS GROUP AG$546,9810.02%17,760CommonSOLE
565849106MRO*MARATHON OIL CORP$531,3180.02%18,748CommonNONE
57667L107MTCHMATCH GROUP INC NEW$512,5280.02%14,127CommonSOLE
513272104LWLAMB WESTON HLDGS INC$499,6260.02%4,690CommonSOLE
98980G102ZSZSCALER INC$493,1330.02%2,560CommonSOLE
550021109LULULULULEMON ATHLETICA INC$487,9230.02%1,249CommonSOLE
518439104ELLAUDER ESTEE COS INC$486,9600.02%3,159CommonSOLE
278865100ECLECOLAB INC$482,8120.02%2,091CommonNONE
064149107BNSBANK NOVA SCOTIA HALIFAX$440,7400.01%6,290CommonNONE
46429B655FLOTISHARES TR$435,9500.01%8,538CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$433,7110.01%3,120CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$418,4830.01%3,504CommonNONE
370334104GISGENERAL MLS INC$416,3220.01%5,950CommonSOLE
75513E101RTXRTX CORPORATION$408,3580.01%4,187CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$402,8080.01%3,530CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$398,9930.01%2,687CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$394,2850.01%2,133CommonSOLE
76243J105RYTMRHYTHM PHARMACEUTICALS INC$393,4370.01%9,080CommonSOLE
922908744VTVVANGUARD INDEX FDS$382,3950.01%2,348CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$380,6210.01%5,827CommonNONE
464288679SHVISHARES TR$377,2730.01%3,413CommonNONE
042068205ARMARM HOLDINGS PLC$374,9700.01%3,000CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$372,8900.01%2,707CommonSOLE
231021106CMICUMMINS INC$356,2320.01%1,209CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$355,4830.01%3,720CommonSOLE
09062X103BIIBBIOGEN INC$351,4760.01%1,630CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$349,7500.01%5,000CommonSOLE
150870103CECELANESE CORP DEL$346,8130.01%2,018CommonNONE
70438V106PCTYPAYLOCITY HLDG CORP$335,1270.01%1,950CommonSOLE
749685103RPMRPM INTL INC$332,4650.01%2,795CommonNONE
056752108BIDUBAIDU INC$329,5260.01%3,130CommonSOLE
36870W100GNTAGENENTA SCIENCE S P A$326,2090.01%93,200CommonSOLE
855244109SBUXSTARBUCKS CORP$324,4350.01%3,550CommonSOLE
G037AX101AMBAAMBARELLA INC$323,3030.01%6,368CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$323,2150.01%4,840CommonNONE
760759100RSGREPUBLIC SVCS INC$322,1940.01%1,683CommonNONE
743315103PGRPROGRESSIVE CORP$310,2300.01%1,500CommonSOLE
136375102CNICANADIAN NATL RY CO$303,9870.01%2,308CommonNONE
001055102AFLAFLAC INC$287,6310.01%3,350CommonSOLE
G0403H108AONAON PLC$283,6620.01%850CommonSOLE
872540109TJXTJX COS INC NEW$279,9190.01%2,760CommonSOLE
833445109SNOWSNOWFLAKE INC$274,7200.01%1,700CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$267,7740.01%1,300CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$262,0080.01%799CommonSOLE
922042676VNQIVANGUARD INTL EQUITY INDEX F$260,0040.01%6,170CommonNONE
922908553VNQVANGUARD INDEX FDS$258,4020.01%2,988CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$254,0050.01%816CommonSOLE
281020107EIXEDISON INTL$253,2130.01%3,580CommonSOLE
15135B101CNCCENTENE CORP DEL$247,2120.01%3,150CommonSOLE
48251W104KKRKKR & CO INC$246,6220.01%2,452CommonSOLE
G29183103ETNEATON CORP PLC$243,8900.01%780CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$240,7700.01%1,990CommonNONE
336433107FSLRFIRST SOLAR INC$234,6320.01%1,390CommonNONE
56585A102MPCMARATHON PETE CORP$231,3220.01%1,148CommonSOLE
08265T208BSYBENTLEY SYS INC$229,7680.01%4,400CommonSOLE
911363109URIUNITED RENTALS INC$223,5440.01%310CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$221,2620.01%1,610CommonSOLE
921910816MGKVANGUARD WORLD FD$219,8300.01%767CommonNONE
09260D107BXBLACKSTONE INC$216,7610.01%1,650CommonSOLE
H50430232LOGILOGITECH INTL S A$216,2700.01%2,412CommonNONE
655844108NSCNORFOLK SOUTHN CORP$203,8960.01%800CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$200,2220.01%870CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$200,1490.01%4,770CommonSOLE
87612E106TGTTARGET CORP$194,9310.01%1,100CommonSOLE
744320102PRUPRUDENTIAL FINL INC$193,7100.01%1,650CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$190,5140.01%710CommonSOLE
009158106APDAIR PRODS & CHEMS INC$188,9710.01%780CommonSOLE
H01301128ALCALCON AG$185,8760.01%2,240CommonSOLE
902973304USBUS BANCORP DEL$178,8000.01%4,000CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$175,8960.01%2,400CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$171,2240.01%1,150CommonSOLE
58155Q103MCKMCKESSON CORP$166,4240.01%310CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$163,7910.01%2,763CommonSOLE
835699307SONYSONY GROUP CORP$162,9060.01%9,500CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$161,1190.01%1,666CommonSOLE
247361702DALDELTA AIR LINES INC DEL$160,3650.01%3,350CommonSOLE
66981J102MNSOMINISO GROUP HLDG LTD$159,9000.01%7,800CommonSOLE
682189105ONON SEMICONDUCTOR CORP$157,9120.00%2,147CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$156,2990.00%450CommonSOLE
90138F102TWLOTWILIO INC$156,0550.00%2,552CommonNONE
256163106DOCUDOCUSIGN INC$152,5670.00%2,562CommonNONE
02376R102AALAMERICAN AIRLS GROUP INC$149,6630.00%9,750CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$148,0220.00%1,650CommonSOLE
052769106ADSKAUTODESK INC$145,3150.00%558CommonSOLE
H84989104TEL1USDTE CONNECTIVITY LTD$145,2400.00%1,000CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$144,9630.00%6,300CommonSOLE
464286749EWLISHARES INC$143,8470.00%3,022CommonNONE
216648501COOCOOPER COS INC$142,0440.00%1,400CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$140,2100.00%250CommonSOLE
98138H101WDAYWORKDAY INC$139,6480.00%512CommonSOLE
670346105NUENUCOR CORP$138,5300.00%700CommonSOLE
134429109CPBCAMPBELL SOUP CO$137,7950.00%3,100CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$137,3600.00%850CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$134,9400.00%1,200CommonSOLE
285512109EAELECTRONIC ARTS INC$132,6700.00%1,000CommonSOLE
46428Q109SLVISHARES SILVER TR$131,6770.00%5,788CommonNONE
922908512VOEVANGUARD INDEX FDS$131,2760.00%842CommonNONE
03073E105CORCENCORA INC$131,2150.00%540CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$122,9390.00%1,527CommonNONE
03076C106AMPAMERIPRISE FINL INC$113,9940.00%260CommonSOLE
16411R208LNGCHENIERE ENERGY INC$112,8960.00%700CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$111,9910.00%930CommonSOLE
88034P109TMETENCENT MUSIC ENTMT GROUP$111,9000.00%10,000CommonNONE
60770K107MRNAMODERNA INC$111,8880.00%1,050CommonSOLE
209115104EDCONSOLIDATED EDISON INC$108,9720.00%1,200CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$108,3200.00%1,000CommonSOLE
521865204LEALEAR CORP$107,2110.00%740CommonSOLE
020002101ALLALLSTATE CORP$105,5360.00%610CommonSOLE
09075V102BNTXBIONTECH SE$104,7040.00%1,135CommonSOLE
25746U109DDOMINION ENERGY INC$103,2990.00%2,100CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$100,8850.00%1,360CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$100,4010.00%640CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS$98,7190.00%1,700CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$98,2300.00%160CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$96,7670.00%590CommonSOLE
81141R100SESEA LTD$88,0840.00%1,640CommonSOLE
18915M107NETCLOUDFLARE INC$85,2100.00%880CommonSOLE
87157D109SYNASYNAPTICS INC$83,4140.00%855CommonNONE
464286327SLVPISHARES INC$81,9400.00%8,065CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$80,5310.00%441CommonNONE
500754106KHCKRAFT HEINZ CO$79,3350.00%2,150CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$76,9020.00%1,142CommonNONE
23804L103DDOGDATADOG INC$74,1600.00%600CommonSOLE
049468101TEAMATLASSIAN CORPORATION$74,1420.00%380CommonSOLE
368736104GNRCGENERAC HLDGS INC$71,1430.00%564CommonNONE
237266101DARDARLING INGREDIENTS INC$70,6490.00%1,519CommonNONE
45337C102INCYINCYTE CORP$70,0730.00%1,230CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$69,3750.00%3,700CommonSOLE
77543R102ROKUROKU INC$68,6240.00%1,053CommonNONE
29355A107ENPHENPHASE ENERGY INC$68,1120.00%563CommonNONE
09627Y1092655787DBLUEPRINT MEDICINES CORP$66,4020.00%700CommonSOLE
04271T100ARRYARRAY TECHNOLOGIES INC$65,9020.00%4,420CommonSOLE
147448104CWSTCASELLA WASTE SYS INC$65,2540.00%660CommonSOLE
012653101ALBALBEMARLE CORP$64,2890.00%488CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$63,2520.00%1,088CommonSOLE
686688102ORAORMAT TECHNOLOGIES INC$62,8810.00%950CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$59,5010.00%140CommonSOLE
46116X101ITCIEURINTRA-CELLULAR THERAPIES INC$58,8200.00%850CommonSOLE
15117B202CLDXCELLDEX THERAPEUTICS INC NEW$58,7580.00%1,400CommonSOLE
668771108GENGEN DIGITAL INC$56,0000.00%2,500CommonSOLE
83417M104SEDGSOLAREDGE TECHNOLOGIES INC$55,4350.00%781CommonNONE
130788102CWTCALIFORNIA WTR SVC GROUP$53,4520.00%1,150CommonSOLE
29364G103ETRENTERGY CORP NEW$52,8400.00%1,000CommonSOLE
98420N105XENEXENON PHARMACEUTICALS INC$51,6600.00%1,200CommonSOLE
47215P106JDJD.COM INC$50,3430.00%1,838CommonNONE
071813109BAXBAXTER INTL INC$49,1510.00%1,150CommonSOLE
26210C104DBXDROPBOX INC$43,7400.00%1,800CommonSOLE
465741106ITRIITRON INC$41,6340.00%450CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$40,2290.00%203CommonNONE
G7S00T104PNRPENTAIR PLC$38,4480.00%450CommonSOLE
916931108URGENTLY INC$38,1450.00%20,290CommonSOLE
00108J109ACMRACM RESH INC$37,1830.00%1,276CommonNONE
921910840MGVVANGUARD WORLD FD$36,8090.00%308CommonNONE
30063P105EXKEXACT SCIENCES CORP$36,6020.00%530CommonSOLE
89055F103BLDTOPBUILD CORP$35,2580.00%80CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$34,6090.00%260CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$32,8660.00%80CommonSOLE
02361E108AMRCAMERESCO INC$31,3690.00%1,300CommonSOLE
109194100BFAMBRIGHT HORIZONS FAM SOL IN D$30,6070.00%270CommonSOLE
G4124C109GRABGRAB HOLDINGS LIMITED$29,3900.00%9,360CommonSOLE
92204A306VDEVANGUARD WORLD FD$28,4470.00%216CommonNONE
76954A103RIVNRIVIAN AUTOMOTIVE INC$28,4260.00%2,596CommonNONE
92556H2060VVBPARAMOUNT GLOBAL$28,2480.00%2,400CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$26,5120.00%100CommonNONE
464287762IYHISHARES TR$26,3080.00%425CommonNONE
57060D108MKTXMARKETAXESS HLDGS INC$23,4600.00%107CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$22,9790.00%334CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$22,8180.00%251CommonNONE
910873405UMCUNITED MICROELECTRONICS CORP$21,0180.00%2,598CommonNONE
92556V106VTRSVIATRIS INC$19,2590.00%1,613CommonSOLE
436440101HO1HOLOGIC INC$18,2430.00%234CommonNONE
46429B671MCHIISHARES TR$14,3820.00%362CommonNONE
69331C108PCGPG&E CORP$14,2800.00%852CommonNONE
87918A105TDOCTELADOC HEALTH INC$13,6200.00%902CommonNONE
42809H107HESHESS CORP$13,4320.00%88CommonNONE
70432V102PAYCPAYCOM SOFTWARE INC$12,3390.00%62CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$11,3200.00%271CommonNONE
487836108KKELLANOVA$11,2860.00%197CommonNONE
46434G822EWJISHARES INC$10,7740.00%151CommonNONE
G0378L100AUANGLOGOLD ASHANTI PLC$10,2340.00%461CommonNONE
98980L101ZNGAZOOM VIDEO COMMUNICATIONS IN$9,8060.00%150CommonNONE
464288851IEOISHARES TR$7,1670.00%67CommonNONE
22266T109CPNGCOUPANG INC$7,1160.00%400CommonNONE
384313508EAFEURGRAFTECH INTL LTD$6,6300.00%4,804CommonNONE
452327109ILMNILLUMINA INC$6,5910.00%48CommonNONE
784730103SSRMSSR MINING IN$6,4630.00%1,449CommonNONE
443573100HUBSHUBSPOT INC$6,2660.00%10CommonNONE
767204100RIORIO TINTO PLC$5,5450.00%87CommonNONE
980228308WDSWOODSIDE ENERGY GROUP LTD$1,6580.00%83CommonNONE
92942W107KLGWK KELLOGG CO$9210.00%49CommonNONE
72919P202PLUGPLUG POWER INC$8080.00%235CommonNONE
N2451R105CVACCUREVAC N V$2730.00%90CommonNONE
Y2573F102FLEXFLEX LTD$00CommonSOLE

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.