MondegarAI
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC

Q2 2025 · 13F-HR

MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCholdings as filed

Filed 2025-07-29 · accession 0000950123-25-006737

$9.28B
Reported value
1,375
Positions
2025-06-30
Period end
View analyzed profile →PRO

The Brief · MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC · Q2 2025

AI · grounded in 13F

MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC established a new position in NVDA valued at $457.4M. The fund also initiated new stakes in MSFT for $439.5M and AAPL for $362.2M. Additional new positions include AMZN at $243.3M and META at $186.9M.

Holdings as filed

First 500 of 1375

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$457.4M4.93%2,895,248CommonSOLE
594918104MSFTMICROSOFT CORP$439.5M4.74%883,623CommonSOLE
037833100AAPLAPPLE INC$362.2M3.90%1,765,268CommonSOLE
023135106AMZNAMAZON COM INC$243.3M2.62%1,108,774CommonSOLE
30303M102METAMETA PLATFORMS INC$186.9M2.01%253,250CommonSOLE
464287242LQDISHARES TR$173.0M1.86%1,578,140CommonSOLE
11135F101AVGOBROADCOM INC$155.0M1.67%562,462CommonSOLE
02079K305GOOGLALPHABET INC$124.7M1.34%707,418CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$103.0M1.11%212,092CommonSOLE
88160R101TSLATESLA INC$102.1M1.10%321,314CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$98.5M1.06%339,703CommonSOLE
02079K107GOOGALPHABET INC$95.5M1.03%538,313CommonSOLE
92826C839VVISA INC$74.9M0.81%211,091CommonSOLE
532457108LLYELI LILLY & CO$71.9M0.77%92,200CommonSOLE
64110L106NFLXNETFLIX INC$65.3M0.70%48,797CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$55.8M0.60%99,360CommonSOLE
30231G102XOMEXXON MOBIL CORP$53.3M0.57%494,199CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$51.1M0.55%51,575CommonSOLE
931142103WMTWALMART INC$50.1M0.54%512,534CommonSOLE
478160104JNJJOHNSON & JOHNSON$45.2M0.49%295,862CommonSOLE
437076102HDHOME DEPOT INC$44.2M0.48%120,644CommonSOLE
742718109PGPROCTER AND GAMBLE CO$42.9M0.46%268,968CommonSOLE
68389X105ORCLORACLE CORP$40.8M0.44%186,498CommonSOLE
00287Y109ABBVABBVIE INC$40.2M0.43%216,604CommonSOLE
718172109PMPHILIP MORRIS INTL INC$36.0M0.39%197,661CommonSOLE
060505104BACBANK AMERICA CORP$35.6M0.38%751,503CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$34.7M0.37%111,177CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$33.2M0.36%243,908CommonSOLE
369604301GEGE AEROSPACE$32.9M0.35%127,658CommonSOLE
17275R102CSCOCISCO SYS INC$31.6M0.34%456,173CommonSOLE
191216100KOCOCA COLA CO$31.4M0.34%443,567CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$31.4M0.34%106,425CommonSOLE
79466L302CRMSALESFORCE INC$31.0M0.33%113,606CommonSOLE
46434G103IEMGISHARES INC$30.0M0.32%499,634CommonSOLE
949746101WMT2WELLS FARGO CO NEW$29.9M0.32%373,207CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$29.6M0.32%598,543CommonSOLE
461202103INTUINTUIT$28.2M0.30%35,821CommonSOLE
166764100CVXCHEVRON CORP NEW$27.6M0.30%192,501CommonSOLE
002824100ABTABBOTT LABS$27.1M0.29%199,228CommonSOLE
00206R102TAT&T INC$26.9M0.29%929,237CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$26.5M0.29%37,411CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$26.4M0.28%185,918CommonSOLE
254687106DISDISNEY WALT CO$25.6M0.28%206,135CommonSOLE
81762P102NOWSERVICENOW INC$25.4M0.27%24,658CommonSOLE
G54950103LINLINDE PLC$25.3M0.27%53,977CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$25.2M0.27%4,351CommonSOLE
46429B598INDAISHARES TR$24.6M0.26%441,366CommonSOLE
580135101MCDMCDONALDS CORP$24.0M0.26%81,989CommonSOLE
D18190898DBDEUTSCHE BANK A G$23.9M0.26%804,991CommonSOLE
75513E101RTXRTX CORPORATION$23.5M0.25%161,010CommonSOLE
149123101CATCATERPILLAR INC$23.1M0.25%59,387CommonSOLE
617446448MSMORGAN STANLEY$22.9M0.25%162,873CommonSOLE
58933Y105MRKMERCK & CO INC$22.8M0.25%287,539CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$22.4M0.24%239,870CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$22.4M0.24%41,182CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$21.7M0.23%501,643CommonSOLE
882508104TXNTEXAS INSTRS INC$21.6M0.23%104,170CommonSOLE
00724F101ADBEADOBE INC$21.5M0.23%55,515CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$21.5M0.23%71,783CommonSOLE
91879Q109MTNVAIL RESORTS INC$21.1M0.23%134,211CommonSOLE
713448108PEPPEPSICO INC$20.8M0.22%157,291CommonSOLE
46434G764EMXCISHARES INC$20.6M0.22%325,778CommonSOLE
025816109AXPAMERICAN EXPRESS CO$20.2M0.22%63,473CommonSOLE
172967424CCITIGROUP INC$20.1M0.22%236,340CommonSOLE
747525103QCOMQUALCOMM INC$20.0M0.22%125,811CommonSOLE
032095101APHAMPHENOL CORP NEW$19.7M0.21%199,417CommonSOLE
78409V104SPGIS&P GLOBAL INC$19.0M0.20%36,000CommonSOLE
31846B108FAFIRST ADVANTAGE CORP NEW$18.3M0.20%1,103,593CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$18.3M0.20%169,986CommonSOLE
375558103GILDGILEAD SCIENCES INC$18.2M0.20%164,288CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$18.2M0.20%44,818CommonSOLE
097023105BABOEING CO$18.1M0.19%86,341CommonSOLE
624756102MLIMUELLER INDS INC$18.1M0.19%227,183CommonSOLE
743315103PGRPROGRESSIVE CORP$17.9M0.19%67,230CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$17.9M0.19%195,875CommonSOLE
29084Q100EMEEMCOR GROUP INC$17.8M0.19%33,370CommonSOLE
36828A101GEVGE VERNOVA INC$17.7M0.19%33,517CommonSOLE
907818108UNPUNION PAC CORP$17.7M0.19%77,042CommonSOLE
512807306LRCXLAM RESEARCH CORP$17.6M0.19%180,391CommonSOLE
09290D101BLKBLACKROCK INC$17.5M0.19%16,701CommonSOLE
32020R109FFINFIRST FINL BANKSHARES INC$17.4M0.19%484,812CommonSOLE
T9224W109STVNSTEVANATO GROUP S P A$17.3M0.19%707,123CommonSOLE
65339F101NEENEXTERA ENERGY INC$17.3M0.19%248,599CommonSOLE
031162100AMGNAMGEN INC$17.2M0.19%61,781CommonSOLE
438516106HONHONEYWELL INTL INC$17.1M0.18%73,594CommonSOLE
038222105AMATAPPLIED MATLS INC$17.1M0.18%93,158CommonSOLE
872540109TJXTJX COS INC NEW$16.7M0.18%135,547CommonSOLE
244199105DEDEERE & CO$16.7M0.18%32,847CommonSOLE
G29183103ETNEATON CORP PLC$16.7M0.18%46,752CommonSOLE
20030N101CMCSACOMCAST CORP NEW$16.7M0.18%467,533CommonSOLE
90278Q108UFPIUFP INDUSTRIES INC$16.5M0.18%166,340CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$16.3M0.18%79,645CommonSOLE
969457100WMBWILLIAMS COS INC$15.9M0.17%253,539CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$15.9M0.17%71,946CommonSOLE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$15.9M0.17%68,479CommonSOLE
595112103MUMICRON TECHNOLOGY INC$15.8M0.17%128,146CommonSOLE
717081103PFEPFIZER INC$15.8M0.17%651,033CommonSOLE
863667101SYKSTRYKER CORPORATION$15.6M0.17%39,519CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$15.6M0.17%73,355CommonSOLE
235851102DHRDANAHER CORPORATION$15.4M0.17%77,965CommonSOLE
872590104TMUST-MOBILE US INC$15.2M0.16%63,981CommonSOLE
87724P106TMHCTAYLOR MORRISON HOME CORP$15.2M0.16%247,853CommonSOLE
20825C104COPCONOCOPHILLIPS$14.6M0.16%162,207CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$14.5M0.16%28,560CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$14.4M0.15%46,561CommonSOLE
296315104ESEESCO TECHNOLOGIES INC$14.3M0.15%74,532CommonSOLE
548661107LOWLOWES COS INC$14.2M0.15%64,179CommonSOLE
626755102MUSAMURPHY USA INC$14.2M0.15%34,898CommonSOLE
03076C106AMPAMERIPRISE FINL INC$13.9M0.15%25,963CommonSOLE
665531307NOGNORTHERN OIL & GAS INC$13.8M0.15%488,269CommonSOLE
816300107SIGISELECTIVE INS GROUP INC$13.8M0.15%158,772CommonSOLE
09062W204BLFSBIOLIFE SOLUTIONS INC$13.8M0.15%638,373CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$13.7M0.15%24,143CommonSOLE
75524B104RBCRBC BEARINGS INC$13.7M0.15%35,567CommonSOLE
98311A105WHWYNDHAM HOTELS & RESORTS INC$13.7M0.15%168,109CommonSOLE
482480100KLACKLA CORP$13.6M0.15%15,163CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$13.6M0.15%30,992CommonSOLE
032654105ADIANALOG DEVICES INC$13.5M0.15%56,871CommonSOLE
228368106CCKCROWN HLDGS INC$13.3M0.14%128,820CommonSOLE
040413205ANETARISTA NETWORKS INC$13.2M0.14%129,043CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$13.1M0.14%29,406CommonSOLE
G3323L100FNFABRINET$12.9M0.14%43,708CommonSOLE
G5960L103MDTMEDTRONIC PLC$12.8M0.14%147,362CommonSOLE
G3198U102ESNTESSENT GROUP LTD$12.7M0.14%209,902CommonSOLE
629377508NRGNRG ENERGY INC$12.7M0.14%79,016CommonSOLE
142339100CSLCARLISLE COS INC$12.7M0.14%33,980CommonSOLE
88033G407THCTENET HEALTHCARE CORP$12.6M0.14%71,554CommonSOLE
G4474Y214JHGJANUS HENDERSON GROUP PLC$12.6M0.14%323,422CommonSOLE
09260D107BXBLACKSTONE INC$12.5M0.13%83,680CommonSOLE
04206A101ARLOARLO TECHNOLOGIES INC$12.5M0.13%737,616CommonSOLE
H1467J104CBCHUBB LIMITED$12.4M0.13%42,740CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$12.4M0.13%56,508CommonSOLE
97650W108WTFCWINTRUST FINL CORP$12.2M0.13%98,497CommonSOLE
398182303AHRAMERICAN HEALTHCARE REIT INC$12.2M0.13%331,535CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP CO$12.2M0.13%138,994CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$12.1M0.13%261,932CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$12.1M0.13%65,785CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$12.0M0.13%216,743CommonSOLE
855244109SBUXSTARBUCKS CORP$11.9M0.13%130,304CommonSOLE
125523100CITHE CIGNA GROUP$11.9M0.13%35,961CommonSOLE
81768T108SFBSSERVISFIRST BANCSHARES INC$11.9M0.13%153,323CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$11.9M0.13%53,683CommonSOLE
902788108UMBFUMB FINL CORP$11.7M0.13%111,227CommonSOLE
27579R104EWBCEAST WEST BANCORP INC$11.7M0.13%115,701CommonSOLE
747316107KWRQUAKER HOUGHTON$11.6M0.13%103,852CommonSOLE
58155Q103MCKMCKESSON CORP$11.6M0.13%15,836CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$11.6M0.12%35,936CommonSOLE
840441109SSBUSDSOUTHSTATE CORPORATION$11.6M0.12%125,923CommonSOLE
95040Q104WELLWELLTOWER INC$11.6M0.12%75,297CommonSOLE
842587107SOSOUTHERN CO$11.6M0.12%126,020CommonSOLE
313855108FSSFEDERAL SIGNAL CORP$11.5M0.12%108,230CommonSOLE
031100100AMEAMETEK INC$11.5M0.12%63,513CommonSOLE
218352102CORTCORCEPT THERAPEUTICS INC$11.5M0.12%156,242CommonSOLE
12572Q105CMECME GROUP INC$11.4M0.12%41,326CommonSOLE
N3167Y103RACEFERRARI N V$11.4M0.12%23,175CommonSOLE
02209S103MOALTRIA GROUP INC$11.3M0.12%192,888CommonSOLE
458140100INTCINTEL CORP$11.2M0.12%500,171CommonSOLE
74340W103PLDPROLOGIS INC.$11.2M0.12%106,411CommonSOLE
861025104SYBTSTOCK YDS BANCORP INC$11.1M0.12%140,031CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$11.1M0.12%23,878CommonSOLE
337738108FISVFISERV INC$11.0M0.12%63,586CommonSOLE
69047Q102OVVOVINTIV INC$10.9M0.12%287,304CommonSOLE
701094104PHPARKER-HANNIFIN CORP$10.9M0.12%15,600CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$10.9M0.12%119,820CommonSOLE
69343T107PJTPJT PARTNERS INC$10.9M0.12%65,784CommonSOLE
34959E109FTNTFORTINET INC$10.8M0.12%101,786CommonSOLE
71424F105PRPERMIAN RESOURCES CORP$10.6M0.11%780,719CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$10.6M0.11%44,870CommonSOLE
45168D104IDXXIDEXX LABS INC$10.5M0.11%19,642CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$10.5M0.11%89,121CommonSOLE
410120109HWCHANCOCK WHITNEY CORPORATION$10.5M0.11%183,096CommonSOLE
441593100HLIHOULIHAN LOKEY INC$10.5M0.11%58,389CommonSOLE
74164M108PRIPRIMERICA INC$10.3M0.11%37,757CommonSOLE
48251W104KKRKKR & CO INC$10.3M0.11%77,628CommonSOLE
21874A106CORZCORE SCIENTIFIC INC NEW$10.3M0.11%602,427CommonSOLE
859241101STRLSTERLING INFRASTRUCTURE INC$10.3M0.11%44,474CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$10.2M0.11%42,101CommonSOLE
749607107RLIRLI CORP$10.2M0.11%140,971CommonSOLE
42226A107HQYHEALTHEQUITY INC$10.1M0.11%96,818CommonSOLE
184496107CLHCLEAN HARBORS INC$10.1M0.11%43,869CommonSOLE
759351604RGAREINSURANCE GRP OF AMERICA I$10.1M0.11%50,911CommonSOLE
036752103ELVELEVANCE HEALTH INC$10.1M0.11%25,960CommonSOLE
126650100CVSCVS HEALTH CORP$10.0M0.11%145,349CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$10.0M0.11%85,508CommonSOLE
609207105MDLZMONDELEZ INTL INC$10.0M0.11%148,269CommonSOLE
596278101MIDDMIDDLEBY CORP$10.0M0.11%69,207CommonSOLE
224408104CRCRANE COMPANY$9.8M0.11%51,688CommonSOLE
74935Q107RBARB GLOBAL INC$9.8M0.11%92,096CommonSOLE
893641100TDGTRANSDIGM GROUP INC$9.8M0.11%6,431CommonSOLE
053332102AZOAUTOZONE INC$9.8M0.11%2,627CommonSOLE
750917106RMBSRAMBUS INC DEL$9.7M0.10%151,854CommonSOLE
36467J108GLPIGAMING & LEISURE PPTYS INC$9.7M0.10%207,811CommonSOLE
25809K105DASHDOORDASH INC$9.7M0.10%39,313CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$9.6M0.10%31,309CommonSOLE
044186104ASHASHLAND INC$9.6M0.10%191,576CommonSOLE
871607107SNPSSYNOPSYS INC$9.6M0.10%18,767CommonSOLE
94106L109WMWASTE MGMT INC DEL$9.6M0.10%42,004CommonSOLE
654106103NKENIKE INC$9.6M0.10%135,085CommonSOLE
860630102SFSTIFEL FINL CORP$9.5M0.10%91,761CommonSOLE
Y2573F102FLEXFLEX LTD$9.5M0.10%190,519CommonSOLE
681116109OLLIOLLIES BARGAIN OUTLET HLDGS$9.5M0.10%72,100CommonSOLE
88579Y101MMM3M CO$9.5M0.10%62,257CommonSOLE
147528103CASYCASEYS GEN STORES INC$9.4M0.10%18,459CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$9.4M0.10%29,369CommonSOLE
199908104FIXCOMFORT SYS USA INC$9.4M0.10%17,504CommonSOLE
302081104EXLSEXLSERVICE HOLDINGS INC$9.4M0.10%213,587CommonSOLE
45780R101IBPINSTALLED BLDG PRODS INC$9.4M0.10%51,864CommonSOLE
918284100VSECVSE CORP$9.3M0.10%70,870CommonSOLE
92840M102VSTVISTRA CORP$9.2M0.10%47,616CommonSOLE
N00985106AERAERCAP HOLDINGS NV$9.2M0.10%78,715CommonSOLE
231561101CWCURTISS WRIGHT CORP$9.2M0.10%18,742CommonSOLE
16115Q308GTLSCHART INDS INC$9.1M0.10%55,398CommonSOLE
29364G103ETRENTERGY CORP NEW$9.1M0.10%109,584CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$9.1M0.10%26,436CommonSOLE
879433829TDSTELEPHONE & DATA SYS INC$9.0M0.10%254,257CommonSOLE
928881101VNTVONTIER CORPORATION$9.0M0.10%243,146CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$9.0M0.10%28,647CommonSOLE
29355X107NPOENPRO INC$8.9M0.10%46,682CommonSOLE
29444U700EQIXEQUINIX INC$8.9M0.10%11,217CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$8.9M0.10%97,764CommonSOLE
025932104AFGAMERICAN FINL GROUP INC OHIO$8.9M0.10%70,528CommonSOLE
615369105MCOMOODYS CORP$8.9M0.10%17,743CommonSOLE
74624M102PPURE STORAGE INC$8.9M0.10%154,555CommonSOLE
40412C101HCAHCA HEALTHCARE INC$8.9M0.10%23,150CommonSOLE
912008109USFDUS FOODS HLDG CORP$8.9M0.10%115,051CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$8.8M0.10%98,020CommonSOLE
G0403H108AONAON PLC$8.8M0.10%24,763CommonSOLE
679295105OKTAOKTA INC$8.8M0.09%87,874CommonSOLE
172908105CTASCINTAS CORP$8.8M0.09%39,369CommonSOLE
651639106NEMNEWMONT CORP$8.7M0.09%149,964CommonSOLE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$8.7M0.09%94,313CommonSOLE
457669307INSMINSMED INC$8.7M0.09%86,492CommonSOLE
55261F104MTBM & T BK CORP$8.7M0.09%44,736CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$8.7M0.09%154,494CommonSOLE
49803T300KRGKITE RLTY GROUP TR$8.7M0.09%382,804CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$8.7M0.09%38,216CommonSOLE
443201108HWMHOWMET AEROSPACE INC$8.6M0.09%46,305CommonSOLE
291011104EMREMERSON ELEC CO$8.6M0.09%64,522CommonSOLE
589378108MRCYMERCURY SYS INC$8.5M0.09%157,856CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$8.5M0.09%24,244CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$8.5M0.09%84,161CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$8.5M0.09%151,129CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$8.5M0.09%45,365CommonSOLE
84857L101SRSPIRE INC$8.4M0.09%115,370CommonSOLE
369550108GDGENERAL DYNAMICS CORP$8.4M0.09%28,847CommonSOLE
05464C101AXONAXON ENTERPRISE INC$8.4M0.09%10,144CommonSOLE
78573L106SBRASABRA HEALTH CARE REIT INC$8.4M0.09%453,175CommonSOLE
278865100ECLECOLAB INC$8.3M0.09%30,961CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$8.3M0.09%111,536CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$8.3M0.09%215,571CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$8.2M0.09%190,069CommonSOLE
268150109DTDYNATRACE INC$8.2M0.09%149,099CommonSOLE
759509102RSRELIANCE INC$8.2M0.09%26,152CommonSOLE
26875P101EOGEOG RES INC$8.2M0.09%68,370CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$8.2M0.09%30,681CommonSOLE
902973304USBUS BANCORP DEL$8.1M0.09%178,681CommonSOLE
384109104GGGGRACO INC$8.1M0.09%93,694CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$8.0M0.09%19,138CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$8.0M0.09%15,646CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$8.0M0.09%48,667CommonSOLE
26603R106DUOLDUOLINGO INC$8.0M0.09%19,524CommonSOLE
98978V103ZTSZOETIS INC$8.0M0.09%51,154CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$8.0M0.09%75,483CommonSOLE
74762E102QUREQUANTA SVCS INC$7.9M0.09%20,879CommonSOLE
256163106DOCUDOCUSIGN INC$7.8M0.08%100,706CommonSOLE
373865104GABCGERMAN AMERN BANCORP INC$7.8M0.08%202,684CommonSOLE
293712105EFSCENTERPRISE FINL SVCS CORP$7.8M0.08%140,743CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$7.7M0.08%15,493CommonSOLE
092113109BKHBLACK HILLS CORP$7.7M0.08%137,986CommonSOLE
82452J109FOURSHIFT4 PMTS INC$7.7M0.08%77,888CommonSOLE
942622200WSOWATSCO INC$7.7M0.08%17,348CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$7.6M0.08%18,732CommonSOLE
052769106ADSKAUTODESK INC$7.6M0.08%24,533CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$7.6M0.08%30,584CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$7.5M0.08%59,345CommonSOLE
452327109ILMNILLUMINA INC$7.5M0.08%78,723CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$7.5M0.08%82,050CommonSOLE
829073105SSDSIMPSON MFG INC$7.4M0.08%47,925CommonSOLE
381013101GDENGOLDEN ENTMT INC$7.4M0.08%252,852CommonSOLE
00847J105AGYSAGILYSYS INC$7.4M0.08%64,774CommonSOLE
00766T100ACMAECOM$7.4M0.08%65,795CommonSOLE
30034W106EVRGEVERGY INC$7.4M0.08%107,649CommonSOLE
983793100XPOXPO INC$7.4M0.08%58,586CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$7.3M0.08%51,777CommonSOLE
222795502CUZCOUSINS PPTYS INC$7.3M0.08%243,552CommonSOLE
122017106BURLBURLINGTON STORES INC$7.3M0.08%31,325CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$7.3M0.08%129,750CommonSOLE
23128Q101CURBCURBLINE PPTYS CORP$7.3M0.08%317,922CommonSOLE
980745103WWDWOODWARD INC$7.3M0.08%29,590CommonSOLE
009158106APDAIR PRODS & CHEMS INC$7.2M0.08%25,517CommonSOLE
253868103DLRDIGITAL RLTY TR INC$7.2M0.08%41,168CommonSOLE
92346J108VCELVERICEL CORP$7.2M0.08%168,407CommonSOLE
09239B109BLBLACKLINE INC$7.2M0.08%126,407CommonSOLE
571903202MARMARRIOTT INTL INC NEW$7.1M0.08%26,068CommonSOLE
05550J101BJBJS WHSL CLUB HLDGS INC$7.1M0.08%65,670CommonSOLE
87305R109TTMITTM TECHNOLOGIES INC$7.1M0.08%172,819CommonSOLE
126408103CSXCSX CORP$7.0M0.08%215,482CommonSOLE
668074305NWENORTHWESTERN ENERGY GROUP IN$7.0M0.08%137,020CommonSOLE
749685103RPMRPM INTL INC$7.0M0.08%63,865CommonSOLE
006739106ADUSADDUS HOMECARE CORP$7.0M0.08%60,699CommonSOLE
88023U101SGISOMNIGROUP INTERNATIONAL INC$7.0M0.08%102,692CommonSOLE
31428X106FDXFEDEX CORP$7.0M0.07%30,600CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$7.0M0.07%25,983CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$6.9M0.07%31,733CommonSOLE
19247G107COHRCOHERENT CORP$6.9M0.07%77,302CommonSOLE
67000B104NOVTNOVANTA INC$6.9M0.07%53,266CommonSOLE
144285103CRSCARPENTER TECHNOLOGY CORP$6.8M0.07%24,755CommonSOLE
92936U109WPCWP CAREY INC$6.8M0.07%108,897CommonSOLE
65473P105NINISOURCE INC$6.8M0.07%167,926CommonSOLE
29261A100EHCENCOMPASS HEALTH CORP$6.8M0.07%55,194CommonSOLE
868459108SUPNSUPERNUS PHARMACEUTICALS INC$6.7M0.07%212,691CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$6.7M0.07%91,456CommonSOLE
607828100MODMODINE MFG CO$6.7M0.07%67,876CommonSOLE
191098102COKECOCA COLA CONS INC$6.6M0.07%59,352CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$6.6M0.07%25,860CommonSOLE
56585A102MPCMARATHON PETE CORP$6.6M0.07%39,616CommonSOLE
834203309SLNOSOLENO THERAPEUTICS INC$6.6M0.07%78,254CommonSOLE
009066101ABNBAIRBNB INC$6.5M0.07%49,489CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$6.5M0.07%45,434CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$6.5M0.07%221,663CommonSOLE
45768S105IOSPINNOSPEC INC$6.5M0.07%77,255CommonSOLE
89832Q109TFCTRUIST FINL CORP$6.5M0.07%150,185CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$6.4M0.07%22,432CommonSOLE
33748L101FWRGFIRST WATCH RESTAURANT GROUP$6.4M0.07%401,737CommonSOLE
91529Y106UNMUNUM GROUP$6.4M0.07%79,775CommonSOLE
784305104HTO---$6.4M0.07%123,373CommonSOLE
165303108CPKCHESAPEAKE UTILS CORP$6.4M0.07%53,257CommonSOLE
98139A105WKWORKIVA INC$6.4M0.07%93,101CommonSOLE
516544103LNTHLANTHEUS HLDGS INC$6.4M0.07%77,730CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$6.4M0.07%61,252CommonSOLE
78709Y105SAIASAIA INC$6.3M0.07%23,124CommonSOLE
316773100FITBFIFTH THIRD BANCORP$6.3M0.07%153,943CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$6.2M0.07%11,892CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$6.2M0.07%195,938CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$6.2M0.07%117,247CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$6.2M0.07%49,217CommonSOLE
00187Y100APGAPI GROUP CORP$6.2M0.07%121,147CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$6.2M0.07%32,993CommonSOLE
889478103TOLTOLL BROTHERS INC$6.2M0.07%53,921CommonSOLE
45073V108ITTITT INC$6.1M0.07%39,138CommonSOLE
020002101ALLALLSTATE CORP$6.1M0.07%30,370CommonSOLE
075887109BDXBECTON DICKINSON & CO$6.1M0.07%35,272CommonSOLE
29362U104ENTGENTEGRIS INC$6.1M0.07%75,292CommonSOLE
11120U105BRXBRIXMOR PPTY GROUP INC$6.1M0.07%233,136CommonSOLE
01741R102ATIATI INC$6.1M0.07%70,155CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$6.0M0.07%23,609CommonSOLE
260003108DOVDOVER CORP$6.0M0.06%32,862CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$6.0M0.06%81,874CommonSOLE
M98068105WIXWIX COM LTD$6.0M0.06%37,796CommonSOLE
30161Q104EXELEXELIXIS INC$6.0M0.06%135,620CommonSOLE
756109104OREALTY INCOME CORP$6.0M0.06%103,561CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$6.0M0.06%30,195CommonSOLE
98138H101WDAYWORKDAY INC$6.0M0.06%24,840CommonSOLE
30214U102EXPOEXPONENT INC$6.0M0.06%79,785CommonSOLE
03073E105CORCENCORA INC$5.9M0.06%19,820CommonSOLE
049560105ATOATMOS ENERGY CORP$5.9M0.06%38,229CommonSOLE
12504L109CBRECBRE GROUP INC$5.9M0.06%42,014CommonSOLE
001055102AFLAFLAC INC$5.9M0.06%55,805CommonSOLE
G7496G103RNRRENAISSANCERE HLDGS LTD$5.9M0.06%24,194CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$5.9M0.06%95,079CommonSOLE
03674X106ARANTERO RESOURCES CORP$5.8M0.06%145,161CommonSOLE
682680103OKEONEOK INC NEW$5.8M0.06%71,622CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$5.8M0.06%49,991CommonSOLE
22052L104CTVACORTEVA INC$5.8M0.06%78,221CommonSOLE
88146M101TRNOTERRENO RLTY CORP$5.8M0.06%103,860CommonSOLE
780287108RGLDROYAL GOLD INC$5.8M0.06%32,730CommonSOLE
690742101OCOWENS CORNING NEW$5.8M0.06%42,298CommonSOLE
817565104SCISERVICE CORP INTL$5.8M0.06%70,796CommonSOLE
533900106LECOLINCOLN ELEC HLDGS INC$5.8M0.06%27,763CommonSOLE
171779309CIENCIENA CORP$5.7M0.06%70,689CommonSOLE
760759100RSGREPUBLIC SVCS INC$5.7M0.06%23,299CommonSOLE
G87052109TELTE CONNECTIVITY PLC$5.7M0.06%34,004CommonSOLE
693718108PCARPACCAR INC$5.7M0.06%60,214CommonSOLE
22822V101CCICROWN CASTLE INC$5.7M0.06%55,643CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$5.7M0.06%158,039CommonSOLE
21874C102CNMCORE & MAIN INC$5.7M0.06%94,192CommonSOLE
444859102HUMHUMANA INC$5.7M0.06%23,206CommonSOLE
035710839NLYANNALY CAPITAL MANAGEMENT IN$5.7M0.06%300,914CommonSOLE
816851109SRESEMPRA$5.7M0.06%74,778CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$5.7M0.06%66,097CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$5.7M0.06%35,185CommonSOLE
133131102CPTCAMDEN PPTY TR$5.6M0.06%50,046CommonSOLE
N20944109CNHCNH INDL N V$5.6M0.06%434,944CommonSOLE
53115L104LBRTLIBERTY ENERGY INC$5.6M0.06%491,004CommonSOLE
911363109URIUNITED RENTALS INC$5.6M0.06%7,457CommonSOLE
55354G100MSCIMSCI INC$5.6M0.06%9,718CommonSOLE
91913Y100VLOVALERO ENERGY CORP$5.6M0.06%41,672CommonSOLE
718546104PSXPHILLIPS 66$5.6M0.06%46,718CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$5.6M0.06%28,091CommonSOLE
23345M107DTMDT MIDSTREAM INC$5.6M0.06%50,521CommonSOLE
311900104FASTFASTENAL CO$5.5M0.06%131,594CommonSOLE
25746U109DDOMINION ENERGY INC$5.5M0.06%97,782CommonSOLE
H01301128ALCALCON AG$5.5M0.06%49,522CommonSOLE
737630103PCHPOTLATCHDELTIC CORPORATION$5.5M0.06%142,961CommonSOLE
03852U106ARMKARAMARK$5.5M0.06%130,329CommonSOLE
14316J108CGCARLYLE GROUP INC$5.4M0.06%105,961CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$5.4M0.06%17,484CommonSOLE
513272104LWLAMB WESTON HLDGS INC$5.4M0.06%104,742CommonSOLE
37045V100GMGENERAL MTRS CO$5.4M0.06%110,243CommonSOLE
92338C103VLTOVERALTO CORP$5.4M0.06%53,438CommonSOLE
74736L109QTWOQ2 HLDGS INC$5.4M0.06%57,640CommonSOLE
87650L103TARSTARSUS PHARMACEUTICALS INC$5.4M0.06%132,978CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$5.4M0.06%21,408CommonSOLE
23331A109DHID R HORTON INC$5.4M0.06%41,559CommonSOLE
02005N100ALLYALLY FINL INC$5.4M0.06%137,484CommonSOLE
039653100ACAARCOSA INC$5.4M0.06%61,706CommonSOLE
704326107PAYXPAYCHEX INC$5.3M0.06%36,770CommonSOLE
320517105FHNFIRST HORIZON CORPORATION$5.3M0.06%252,250CommonSOLE
49714P108KNSLKINSALE CAP GROUP INC$5.3M0.06%11,013CommonSOLE
147448104CWSTCASELLA WASTE SYS INC$5.3M0.06%46,106CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$5.3M0.06%18,105CommonSOLE
512816109LAMRLAMAR ADVERTISING CO NEW$5.3M0.06%43,748CommonSOLE
92276F100VTRVENTAS INC$5.3M0.06%83,655CommonSOLE
46266C105IQVIQVIA HLDGS INC$5.3M0.06%33,501CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC$5.3M0.06%143,917CommonSOLE
501147102KRYSKRYSTAL BIOTECH INC$5.3M0.06%38,357CommonSOLE
806857108SLBSCHLUMBERGER LTD$5.3M0.06%155,961CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$5.3M0.06%67,401CommonSOLE
68404L201OPCHOPTION CARE HEALTH INC$5.3M0.06%161,867CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$5.2M0.06%95,371CommonSOLE
896095106TCBKTRICO BANCSHARES$5.2M0.06%128,970CommonSOLE
384802104GWWGRAINGER W W INC$5.2M0.06%5,015CommonSOLE
127190304CACICACI INTL INC$5.2M0.06%10,936CommonSOLE
59156R108METMETLIFE INC$5.2M0.06%64,670CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$5.2M0.06%15,946CommonSOLE
007973100AEISADVANCED ENERGY INDS$5.2M0.06%39,241CommonSOLE
576323109MTZMASTEC INC$5.2M0.06%30,488CommonSOLE
231021106CMICUMMINS INC$5.2M0.06%15,801CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$5.2M0.06%155,814CommonSOLE
87612E106TGTTARGET CORP$5.1M0.06%52,124CommonSOLE
038336103ATRAPTARGROUP INC$5.1M0.06%32,843CommonSOLE
974155103WINGWINGSTOP INC$5.1M0.06%15,200CommonSOLE
303250104FICOFAIR ISAAC CORP$5.1M0.05%2,790CommonSOLE
55306N104MKSI---$5.1M0.05%51,108CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$5.1M0.05%42,860CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$5.0M0.05%80,555CommonSOLE
501044101KRKROGER CO$5.0M0.05%70,277CommonSOLE
87162W100SNXTD SYNNEX CORPORATION$5.0M0.05%37,145CommonSOLE
30161N101EXCEXELON CORP$5.0M0.05%115,755CommonSOLE
447462102HURNHURON CONSULTING GROUP INC$5.0M0.05%36,392CommonSOLE
05370A108RNAGBPAVIDITY BIOSCIENCES INC$5.0M0.05%175,627CommonSOLE
217204106CPRTCOPART INC$4.9M0.05%100,843CommonSOLE
70975L107PENPENUMBRA INC$4.9M0.05%19,258CommonSOLE
36467W109GMEGAMESTOP CORP NEW$4.9M0.05%202,425CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$4.9M0.05%38,065CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$4.9M0.05%60,256CommonSOLE
433000106HIMSHIMS & HERS HEALTH INC$4.9M0.05%97,503CommonSOLE
345370860FFORD MTR CO$4.9M0.05%447,842CommonSOLE
50155Q100KDKYNDRYL HLDGS INC$4.9M0.05%115,720CommonSOLE
75281A109RRCRANGE RES CORP$4.8M0.05%118,844CommonSOLE
683344105ONTOONTO INNOVATION INC$4.8M0.05%47,842CommonSOLE
29977A105EVREVERCORE INC$4.8M0.05%17,879CommonSOLE
229663109CUBECUBESMART$4.8M0.05%113,362CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$4.8M0.05%57,216CommonSOLE
778296103ROSTROSS STORES INC$4.8M0.05%37,707CommonSOLE
G8473T100STESTERIS PLC$4.8M0.05%19,999CommonSOLE
G0750C108AXTAAXALTA COATING SYS LTD$4.8M0.05%161,787CommonSOLE
758750103RRXREGAL REXNORD CORPORATION$4.8M0.05%32,989CommonSOLE
29670G102WTRGESSENTIAL UTILS INC$4.8M0.05%128,260CommonSOLE
922280102VRNSVARONIS SYS INC$4.7M0.05%93,174CommonSOLE
988498101YUMYUM BRANDS INC$4.7M0.05%31,874CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$4.7M0.05%183,539CommonSOLE
88162G103TTEKTETRA TECH INC NEW$4.7M0.05%131,042CommonSOLE
05945F103BANFBANCFIRST CORP$4.7M0.05%37,891CommonSOLE
115236101BROBROWN & BROWN INC$4.7M0.05%42,192CommonSOLE
929160109VMCVULCAN MATLS CO$4.7M0.05%17,847CommonSOLE
16679L109CHWYCHEWY INC$4.7M0.05%109,139CommonSOLE
219350105GLWCORNING INC$4.6M0.05%88,266CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$4.6M0.05%27,425CommonSOLE
49177J102KVUEKENVUE INC$4.6M0.05%219,849CommonSOLE
89055F103BLDTOPBUILD CORP$4.6M0.05%14,132CommonSOLE
947890109WBSWEBSTER FINL CORP$4.6M0.05%83,662CommonSOLE
05352A100AVTRAVANTOR INC$4.6M0.05%338,879CommonSOLE
72703H101PLNTPLANET FITNESS INC$4.5M0.05%41,700CommonSOLE
00508Y102AYIACUITY INC$4.5M0.05%15,220CommonSOLE
05464T104AXSMAXSOME THERAPEUTICS INC$4.5M0.05%43,303CommonSOLE
650111107NYTNEW YORK TIMES CO$4.5M0.05%80,698CommonSOLE
98389B100XELXCEL ENERGY INC$4.5M0.05%66,131CommonSOLE
39813G109GDYNGRID DYNAMICS HLDGS INC$4.5M0.05%389,229CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$4.5M0.05%45,272CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$4.5M0.05%10,944CommonSOLE
670837103OGEOGE ENERGY CORP$4.4M0.05%100,122CommonSOLE
47233W109JEFJEFFERIES FINL GROUP INC$4.4M0.05%81,031CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$4.4M0.05%56,523CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$4.4M0.05%6,028CommonSOLE
42809H107HESHESS CORP$4.4M0.05%31,788CommonSOLE
876030107TPRTAPESTRY INC$4.4M0.05%50,099CommonSOLE
576690101MTRNMATERION CORP$4.4M0.05%55,368CommonSOLE
29358P101ENSGENSIGN GROUP INC$4.4M0.05%28,381CommonSOLE
536797103LADLITHIA MTRS INC$4.4M0.05%12,946CommonSOLE
744320102PRUPRUDENTIAL FINL INC$4.4M0.05%40,597CommonSOLE
277276101EGPEASTGROUP PPTYS INC$4.4M0.05%26,079CommonSOLE
680223104ORIOLD REP INTL CORP$4.3M0.05%113,083CommonSOLE
761152107RMDRESMED INC$4.3M0.05%16,847CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$4.3M0.05%61,668CommonSOLE
457187102INGRINGREDION INC$4.3M0.05%31,983CommonSOLE
87612G101TRGPTARGA RES CORP$4.3M0.05%24,875CommonSOLE
22160N109CSGPCOSTAR GROUP INC$4.3M0.05%53,819CommonSOLE
013091103ACIALBERTSONS COS INC$4.3M0.05%200,427CommonSOLE
09627Y1092655787DBLUEPRINT MEDICINES CORP$4.3M0.05%33,547CommonSOLE

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.