MondegarAI
Asset Management One Co., Ltd.

Q2 2025 · 13F-HR

Asset Management One Co., Ltd.holdings as filed

Filed 2025-07-31 · accession 0000950123-25-006830

$31.90B
Reported value
944
Positions
2025-06-30
Period end
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The Brief · Asset Management One Co., Ltd. · Q2 2025

AI · grounded in 13F

Asset Management One Co., Ltd. established a new position in IVV valued at $2.0B. The fund also initiated new stakes in NVDA for $1.7B and MSFT for $1.6B. Additional new positions include AAPL at $1.3B and AMZN at $959.3M.

Holdings as filed

First 500 of 944

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$2.00B6.28%3,223,672CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.71B5.35%10,794,932CommonSOLE
594918104MSFTMICROSOFT CORP$1.64B5.15%3,301,779CommonSOLE
037833100AAPLAPPLE INC$1.35B4.22%6,561,834CommonSOLE
023135106AMZNAMAZON COM INC$959.3M3.01%4,372,376CommonSOLE
30303M102METAMETA PLATFORMS INC$755.2M2.37%1,023,214CommonSOLE
11135F101AVGOBROADCOM INC$578.8M1.81%2,099,793CommonSOLE
02079K305GOOGLALPHABET INC$470.7M1.48%2,670,666CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$460.8M1.44%5,945,455CommonSOLE
88160R101TSLATESLA INC$416.0M1.30%1,309,495CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$396.1M1.24%1,366,402CommonSOLE
02079K107GOOGALPHABET INC$394.8M1.24%2,225,646CommonSOLE
46434G103IEMGISHARES INC$392.1M1.23%6,531,767CommonSOLE
92826C839VVISA INC$313.0M0.98%881,466CommonSOLE
64110L106NFLXNETFLIX INC$294.1M0.92%219,595CommonSOLE
532457108LLYELI LILLY & CO$285.5M0.90%366,233CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$279.8M0.88%575,988CommonSOLE
98149E303GLDMWORLD GOLD TR$265.7M0.83%4,055,562CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$227.8M0.71%405,362CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$219.1M0.69%221,370CommonSOLE
931142103WMTWALMART INC$212.5M0.67%2,173,062CommonSOLE
30231G102XOMEXXON MOBIL CORP$200.5M0.63%1,860,369CommonSOLE
437076102HDHOME DEPOT INC$191.5M0.60%522,325CommonSOLE
74340W103PLDPROLOGIS INC.$190.4M0.60%1,810,988CommonSOLE
742718109PGPROCTER AND GAMBLE CO$186.3M0.58%1,169,484CommonSOLE
95040Q104WELLWELLTOWER INC$185.1M0.58%1,203,786CommonSOLE
478160104JNJJOHNSON & JOHNSON$184.6M0.58%1,208,507CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$165.8M0.52%234,252CommonSOLE
718172109PMPHILIP MORRIS INTL INC$162.0M0.51%889,566CommonSOLE
00287Y109ABBVABBVIE INC$158.8M0.50%855,537CommonSOLE
29444U700EQIXEQUINIX INC$157.5M0.49%198,001CommonSOLE
68389X105ORCLORACLE CORP$156.9M0.49%717,586CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$155.7M0.49%528,240CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$154.9M0.49%496,596CommonSOLE
060505104BACBANK AMERICA CORP$154.9M0.49%3,273,602CommonSOLE
17275R102CSCOCISCO SYS INC$148.3M0.46%2,137,085CommonSOLE
191216100KOCOCA COLA CO$145.7M0.46%2,058,824CommonSOLE
79466L302CRMSALESFORCE INC$143.1M0.45%524,679CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$126.5M0.40%928,091CommonSOLE
580135101MCDMCDONALDS CORP$122.2M0.38%418,239CommonSOLE
369604301GEGE AEROSPACE$121.2M0.38%471,023CommonSOLE
166764100CVXCHEVRON CORP NEW$117.4M0.37%820,083CommonSOLE
002824100ABTABBOTT LABS$114.1M0.36%838,868CommonSOLE
464288620USIGISHARES TR$113.9M0.36%2,214,030CommonSOLE
149123101CATCATERPILLAR INC$113.4M0.36%292,154CommonSOLE
253868103DLRDIGITAL RLTY TR INC$111.0M0.35%636,677CommonSOLE
81762P102NOWSERVICENOW INC$109.6M0.34%106,625CommonSOLE
949746101WMT2WELLS FARGO CO NEW$109.6M0.34%1,368,030CommonSOLE
025816109AXPAMERICAN EXPRESS CO$109.2M0.34%342,255CommonSOLE
00206R102TAT&T INC$107.0M0.34%3,698,344CommonSOLE
254687106DISDISNEY WALT CO$106.4M0.33%857,932CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$105.2M0.33%193,600CommonSOLE
756109104OREALTY INCOME CORP$104.1M0.33%1,806,659CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$102.4M0.32%17,684CommonSOLE
58933Y105MRKMERCK & CO INC$101.8M0.32%1,285,487CommonSOLE
461202103INTUINTUIT$99.5M0.31%126,304CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$99.4M0.31%700,160CommonSOLE
G54950103LINLINDE PLC$97.9M0.31%208,670CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$95.5M0.30%594,054CommonSOLE
031162100AMGNAMGEN INC$95.1M0.30%340,761CommonSOLE
438516106HONHONEYWELL INTL INC$90.5M0.28%388,724CommonSOLE
464288588MBBISHARES TR$90.4M0.28%962,798CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$90.3M0.28%2,086,918CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$89.9M0.28%306,403CommonSOLE
58733R102MELIMERCADOLIBRE INC$88.9M0.28%34,003CommonSOLE
097023105BABOEING CO$88.8M0.28%423,900CommonSOLE
464286509EWCISHARES INC$88.5M0.28%1,914,681CommonSOLE
92189H300EMLCVANECK ETF TRUST$88.1M0.28%3,475,495CommonSOLE
78409V104SPGIS&P GLOBAL INC$86.7M0.27%164,401CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$85.5M0.27%916,930CommonSOLE
713448108PEPPEPSICO INC$84.1M0.26%636,970CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$83.9M0.26%409,749CommonSOLE
75513E101RTXRTX CORPORATION$83.0M0.26%568,225CommonSOLE
882508104TXNTEXAS INSTRS INC$82.8M0.26%399,005CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$82.5M0.26%768,034CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$82.2M0.26%274,901CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$80.4M0.25%198,172CommonSOLE
172967424CCITIGROUP INC$79.6M0.25%934,602CommonSOLE
375558103GILDGILEAD SCIENCES INC$79.1M0.25%713,477CommonSOLE
617446448MSMORGAN STANLEY$78.9M0.25%559,867CommonSOLE
747525103QCOMQUALCOMM INC$76.8M0.24%482,377CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$75.9M0.24%221,017CommonSOLE
65339F101NEENEXTERA ENERGY INC$73.8M0.23%1,062,984CommonSOLE
464286665EPPISHARES INC$73.8M0.23%1,494,651CommonSOLE
00724F101ADBEADOBE INC$72.3M0.23%186,831CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$71.1M0.22%92,636CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$69.1M0.22%135,737CommonSOLE
743315103PGRPROGRESSIVE CORP$68.7M0.22%257,466CommonSOLE
09290D101BLKBLACKROCK INC$68.5M0.21%65,332CommonSOLE
925652109VICIVICI PPTYS INC$68.5M0.21%2,100,070CommonSOLE
36828A101GEVGE VERNOVA INC$67.2M0.21%127,055CommonSOLE
872540109TJXTJX COS INC NEW$67.1M0.21%542,977CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$66.6M0.21%729,490CommonSOLE
038222105AMATAPPLIED MATLS INC$65.1M0.20%355,531CommonSOLE
G29183103ETNEATON CORP PLC$64.4M0.20%180,425CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$63.0M0.20%141,561CommonSOLE
717081103PFEPFIZER INC$61.3M0.19%2,529,246CommonSOLE
12572Q105CMECME GROUP INC$60.2M0.19%218,570CommonSOLE
235851102DHRDANAHER CORPORATION$59.6M0.19%301,904CommonSOLE
20030N101CMCSACOMCAST CORP NEW$59.5M0.19%1,667,252CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$59.4M0.19%279,318CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$59.3M0.19%402,390CommonSOLE
863667101SYKSTRYKER CORPORATION$59.0M0.18%149,071CommonSOLE
907818108UNPUNION PAC CORP$58.6M0.18%254,603CommonSOLE
92276F100VTRVENTAS INC$58.2M0.18%921,752CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$58.2M0.18%286,009CommonSOLE
482480100KLACKLA CORP$58.0M0.18%64,776CommonSOLE
595112103MUMICRON TECHNOLOGY INC$57.9M0.18%469,859CommonSOLE
872590104TMUST-MOBILE US INC$57.3M0.18%240,516CommonSOLE
46284V101IRMIRON MTN INC DEL$57.0M0.18%555,950CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$56.5M0.18%180,556CommonSOLE
H1467J104CBCHUBB LIMITED$55.4M0.17%191,317CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$55.1M0.17%178,745CommonSOLE
244199105DEDEERE & CO$54.9M0.17%107,955CommonSOLE
512807306LRCXLAM RESEARCH CORP$53.8M0.17%552,691CommonSOLE
81141R100SESEA LTD$52.7M0.17%329,470CommonSOLE
040413205ANETARISTA NETWORKS INC$52.4M0.16%511,816CommonSOLE
032095101APHAMPHENOL CORP NEW$51.9M0.16%525,549CommonSOLE
032654105ADIANALOG DEVICES INC$51.5M0.16%216,532CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$51.5M0.16%192,563CommonSOLE
548661107LOWLOWES COS INC$51.1M0.16%230,358CommonSOLE
G5960L103MDTMEDTRONIC PLC$50.2M0.16%575,592CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$48.8M0.15%223,237CommonSOLE
855244109SBUXSTARBUCKS CORP$48.8M0.15%532,340CommonSOLE
20825C104COPCONOCOPHILLIPS$48.7M0.15%542,303CommonSOLE
88579Y101MMM3M CO$48.6M0.15%319,252CommonSOLE
02209S103MOALTRIA GROUP INC$48.4M0.15%826,043CommonSOLE
09260D107BXBLACKSTONE INC$48.0M0.15%321,185CommonSOLE
609207105MDLZMONDELEZ INTL INC$47.5M0.15%704,729CommonSOLE
842587107SOSOUTHERN CO$47.3M0.15%515,060CommonSOLE
893641100TDGTRANSDIGM GROUP INC$47.1M0.15%30,978CommonSOLE
29476L107EQREQUITY RESIDENTIAL$46.6M0.15%690,535CommonSOLE
94106L109WMWASTE MGMT INC DEL$46.1M0.14%201,295CommonSOLE
654106103NKENIKE INC$46.0M0.14%647,289CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$45.2M0.14%976,025CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$45.0M0.14%245,023CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$44.9M0.14%380,420CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$44.7M0.14%106,284CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$44.2M0.14%200,060CommonSOLE
18915M107NETCLOUDFLARE INC$43.9M0.14%224,317CommonSOLE
58155Q103MCKMCKESSON CORP$43.2M0.14%58,909CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$42.4M0.13%91,515CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$42.0M0.13%96,024CommonSOLE
458140100INTCINTEL CORP$41.9M0.13%1,871,250CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$41.7M0.13%129,211CommonSOLE
337738108FISVFISERV INC$41.4M0.13%240,284CommonSOLE
34959E109FTNTFORTINET INC$40.6M0.13%384,386CommonSOLE
594972408MSTRMICROSTRATEGY INC$40.6M0.13%100,482CommonSOLE
871607107SNPSSYNOPSYS INC$40.1M0.13%78,291CommonSOLE
46187W107INVHINVITATION HOMES INC$39.5M0.12%1,204,343CommonSOLE
036752103ELVELEVANCE HEALTH INC$38.6M0.12%99,150CommonSOLE
126650100CVSCVS HEALTH CORP$38.1M0.12%551,705CommonSOLE
297178105ESSESSEX PPTY TR INC$37.5M0.12%132,450CommonSOLE
172908105CTASCINTAS CORP$37.5M0.12%168,342CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$37.4M0.12%121,448CommonSOLE
443201108HWMHOWMET AEROSPACE INC$37.4M0.12%200,807CommonSOLE
125523100CITHE CIGNA GROUP$37.3M0.12%112,977CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$37.3M0.12%164,752CommonSOLE
701094104PHPARKER-HANNIFIN CORP$37.3M0.12%53,353CommonSOLE
25809K105DASHDOORDASH INC$37.1M0.12%150,650CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$36.9M0.12%406,275CommonSOLE
48251W104KKRKKR & CO INC$35.9M0.11%269,993CommonSOLE
615369105MCOMOODYS CORP$35.9M0.11%71,591CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$35.8M0.11%111,964CommonSOLE
03073E105CORCENCORA INC$35.8M0.11%119,456CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$35.7M0.11%487,143CommonSOLE
969457100WMBWILLIAMS COS INC$35.4M0.11%563,698CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$35.1M0.11%237,189CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$34.9M0.11%387,458CommonSOLE
74762E102QUREQUANTA SVCS INC$34.4M0.11%91,016CommonSOLE
291011104EMREMERSON ELEC CO$34.1M0.11%255,884CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$33.9M0.11%456,253CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$33.4M0.10%330,738CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$33.1M0.10%588,913CommonSOLE
651639106NEMNEWMONT CORP$32.8M0.10%562,822CommonSOLE
98978V103ZTSZOETIS INC$32.4M0.10%207,966CommonSOLE
G0403H108AONAON PLC$32.1M0.10%89,950CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$32.0M0.10%102,859CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$31.9M0.10%60,844CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$31.7M0.10%169,844CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$31.6M0.10%118,612CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$31.4M0.10%297,679CommonSOLE
03831W108APPAPPLOVIN CORP$31.3M0.10%89,536CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$31.2M0.10%62,385CommonSOLE
303250104FICOFAIR ISAAC CORP$30.7M0.10%16,805CommonSOLE
009066101ABNBAIRBNB INC$30.6M0.10%231,028CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$30.5M0.10%123,347CommonSOLE
911363109URIUNITED RENTALS INC$30.5M0.10%40,418CommonSOLE
278865100ECLECOLAB INC$30.1M0.09%111,897CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$30.1M0.09%330,384CommonSOLE
45168D104IDXXIDEXX LABS INC$29.8M0.09%55,620CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$29.6M0.09%84,431CommonSOLE
40412C101HCAHCA HEALTHCARE INC$29.5M0.09%77,038CommonSOLE
866674104SUISUN CMNTYS INC$29.5M0.09%233,296CommonSOLE
902973304USBUS BANCORP DEL$29.5M0.09%651,733CommonSOLE
833445109SNOWSNOWFLAKE INC$29.1M0.09%130,221CommonSOLE
92936U109WPCWP CAREY INC$28.9M0.09%463,714CommonSOLE
052769106ADSKAUTODESK INC$28.8M0.09%93,128CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$27.9M0.09%643,302CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$27.3M0.09%353,083CommonSOLE
369550108GDGENERAL DYNAMICS CORP$27.3M0.09%93,518CommonSOLE
92840M102VSTVISTRA CORP$27.2M0.09%140,564CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$27.2M0.09%210,663CommonSOLE
26875P101EOGEOG RES INC$27.0M0.08%226,143CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$27.0M0.08%47,689CommonSOLE
501044101KRKROGER CO$26.9M0.08%375,393CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$26.9M0.08%319,507CommonSOLE
760759100RSGREPUBLIC SVCS INC$26.8M0.08%108,858CommonSOLE
36467J108GLPIGAMING & LEISURE PPTYS INC$26.8M0.08%573,893CommonSOLE
929740108WABWABTEC$26.8M0.08%127,922CommonSOLE
49446R109KIMKIMCO RLTY CORP$26.7M0.08%1,268,264CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$26.6M0.08%905,149CommonSOLE
758849103REGREGENCY CTRS CORP$26.5M0.08%372,117CommonSOLE
571903202MARMARRIOTT INTL INC NEW$26.4M0.08%96,570CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$26.3M0.08%420,241CommonSOLE
770700102HOODROBINHOOD MKTS INC$26.3M0.08%280,687CommonSOLE
126408103CSXCSX CORP$26.2M0.08%801,645CommonSOLE
294429105EFXEQUIFAX INC$26.1M0.08%100,549CommonSOLE
133131102CPTCAMDEN PPTY TR$26.0M0.08%230,963CommonSOLE
902653104UDRUDR INC$26.0M0.08%637,074CommonSOLE
009158106APDAIR PRODS & CHEMS INC$25.8M0.08%91,423CommonSOLE
98980G102ZSZSCALER INC$25.7M0.08%81,864CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$25.6M0.08%1,459,928CommonSOLE
053332102AZOAUTOZONE INC$25.5M0.08%6,868CommonSOLE
05464C101AXONAXON ENTERPRISE INC$25.5M0.08%30,774CommonSOLE
771049103RBLXROBLOX CORP$25.1M0.08%238,917CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$25.1M0.08%406,440CommonSOLE
22052L104CTVACORTEVA INC$24.7M0.08%331,037CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$24.4M0.08%172,141CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$24.4M0.08%676,641CommonSOLE
285512109EAELECTRONIC ARTS INC$24.2M0.08%151,722CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$24.2M0.08%94,563CommonSOLE
001055102AFLAFLAC INC$24.2M0.08%229,113CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$24.0M0.08%20,401CommonSOLE
422806109HEIHEICO CORP NEW$23.7M0.07%72,235CommonSOLE
G25508105CRHCRH PLC$23.7M0.07%258,077CommonSOLE
075887109BDXBECTON DICKINSON & CO$23.5M0.07%136,669CommonSOLE
217204106CPRTCOPART INC$23.5M0.07%479,673CommonSOLE
89832Q109TFCTRUIST FINL CORP$23.5M0.07%546,992CommonSOLE
020002101ALLALLSTATE CORP$23.5M0.07%116,780CommonSOLE
443573100HUBSHUBSPOT INC$23.4M0.07%42,002CommonSOLE
682680103OKEONEOK INC NEW$23.1M0.07%283,531CommonSOLE
31428X106FDXFEDEX CORP$22.9M0.07%100,856CommonSOLE
816851109SRESEMPRA$22.9M0.07%302,560CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$22.8M0.07%135,490CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$22.7M0.07%218,593CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$22.6M0.07%69,310CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$22.6M0.07%103,287CommonSOLE
03076C106AMPAMERIPRISE FINL INC$22.5M0.07%42,110CommonSOLE
G8473T100STESTERIS PLC$22.4M0.07%93,415CommonSOLE
98138H101WDAYWORKDAY INC$22.3M0.07%92,809CommonSOLE
252131107DXCMDEXCOM INC$22.2M0.07%254,785CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$22.2M0.07%259,568CommonSOLE
311900104FASTFASTENAL CO$22.2M0.07%528,386CommonSOLE
37045V100GMGENERAL MTRS CO$22.1M0.07%449,326CommonSOLE
98419M100XYLXYLEM INC$22.0M0.07%170,154CommonSOLE
59156R108METMETLIFE INC$21.9M0.07%272,064CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$21.7M0.07%656,907CommonSOLE
G87052109TELTE CONNECTIVITY PLC$21.5M0.07%127,696CommonSOLE
929160109VMCVULCAN MATLS CO$21.4M0.07%82,004CommonSOLE
049560105ATOATMOS ENERGY CORP$21.4M0.07%138,602CommonSOLE
56585A102MPCMARATHON PETE CORP$21.2M0.07%127,881CommonSOLE
704326107PAYXPAYCHEX INC$21.1M0.07%145,268CommonSOLE
384802104GWWGRAINGER W W INC$21.0M0.07%20,218CommonSOLE
693718108PCARPACCAR INC$20.9M0.07%220,055CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$20.9M0.07%287,702CommonSOLE
16411R208LNGCHENIERE ENERGY INC$20.9M0.07%85,794CommonSOLE
370334104GISGENERAL MLS INC$20.7M0.06%399,127CommonSOLE
25746U109DDOMINION ENERGY INC$20.4M0.06%360,440CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$20.3M0.06%249,061CommonSOLE
464288281EMBISHARES TR$20.2M0.06%217,989CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$20.1M0.06%49,327CommonSOLE
718546104PSXPHILLIPS 66$20.0M0.06%167,999CommonSOLE
184496107CLHCLEAN HARBORS INC$19.9M0.06%85,959CommonSOLE
988498101YUMYUM BRANDS INC$19.8M0.06%133,503CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$19.8M0.06%105,791CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$19.7M0.06%252,425CommonSOLE
101121101BXPBXP INC$19.7M0.06%291,875CommonSOLE
806857108SLBSCHLUMBERGER LTD$19.7M0.06%582,315CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$19.7M0.06%38,362CommonSOLE
922475108VEEVVEEVA SYS INC$19.6M0.06%68,106CommonSOLE
88339J105TTDTHE TRADE DESK INC$19.6M0.06%272,030CommonSOLE
209115104EDCONSOLIDATED EDISON INC$19.4M0.06%193,663CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$19.3M0.06%76,956CommonSOLE
55354G100MSCIMSCI INC$19.2M0.06%33,332CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$19.1M0.06%66,921CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$19.1M0.06%150,555CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC$18.9M0.06%516,487CommonSOLE
231021106CMICUMMINS INC$18.8M0.06%57,447CommonSOLE
87612E106TGTTARGET CORP$18.8M0.06%190,170CommonSOLE
366651107ITGARTNER INC$18.6M0.06%46,026CommonSOLE
512816109LAMRLAMAR ADVERTISING CO NEW$18.5M0.06%152,449CommonSOLE
464287309IVWISHARES TR$18.5M0.06%167,800CommonSOLE
22822V101CCICROWN CASTLE INC$18.5M0.06%179,700CommonSOLE
30161N101EXCEXELON CORP$18.3M0.06%421,096CommonSOLE
744320102PRUPRUDENTIAL FINL INC$18.3M0.06%169,920CommonSOLE
219350105GLWCORNING INC$18.1M0.06%344,997CommonSOLE
031100100AMEAMETEK INC$18.1M0.06%99,862CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$18.1M0.06%81,608CommonSOLE
778296103ROSTROSS STORES INC$18.1M0.06%141,524CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$18.0M0.06%231,042CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$18.0M0.06%140,317CommonSOLE
487836108KKELLANOVA$18.0M0.06%226,311CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$18.0M0.06%74,071CommonSOLE
45687V106IRINGERSOLL RAND INC$17.7M0.06%213,102CommonSOLE
12504L109CBRECBRE GROUP INC$17.7M0.06%126,284CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$17.6M0.06%31,996CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$17.5M0.05%1,142,084CommonSOLE
98389B100XELXCEL ENERGY INC$17.5M0.05%256,707CommonSOLE
631103108NDAQNASDAQ INC$17.5M0.05%195,256CommonSOLE
92939U106WECWEC ENERGY GROUP INC$17.4M0.05%167,291CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$17.4M0.05%181,239CommonSOLE
91913Y100VLOVALERO ENERGY CORP$17.4M0.05%129,274CommonSOLE
345370860FFORD MTR CO$17.1M0.05%1,578,185CommonSOLE
277276101EGPEASTGROUP PPTYS INC$16.9M0.05%101,363CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$16.9M0.05%77,734CommonSOLE
42809H107HESHESS CORP$16.8M0.05%121,282CommonSOLE
49177J102KVUEKENVUE INC$16.7M0.05%797,424CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$16.4M0.05%49,427CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$16.4M0.05%133,364CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$16.3M0.05%164,439CommonSOLE
29364G103ETRENTERGY CORP NEW$16.2M0.05%195,406CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$16.2M0.05%27,404CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$16.1M0.05%39,351CommonSOLE
761152107RMDRESMED INC$16.1M0.05%62,325CommonSOLE
229663109CUBECUBESMART$15.9M0.05%374,262CommonSOLE
278642103EBAYEBAY INC.$15.8M0.05%211,626CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$15.7M0.05%21,468CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$15.7M0.05%222,929CommonSOLE
23804L103DDOGDATADOG INC$15.5M0.05%115,560CommonSOLE
87612G101TRGPTARGA RES CORP$15.5M0.05%89,165CommonSOLE
637417106NNNNNN REIT INC$15.5M0.05%358,066CommonSOLE
871829107SYYSYSCO CORP$15.4M0.05%202,911CommonSOLE
146869102CVNACARVANA CO$15.4M0.05%45,575CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$15.3M0.05%168,508CommonSOLE
23331A109DHID R HORTON INC$15.3M0.05%118,914CommonSOLE
896239100TRMBTRIMBLE INC$15.3M0.05%201,414CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$15.3M0.05%399,040CommonSOLE
65473P105NINISOURCE INC$15.2M0.05%376,607CommonSOLE
008492100ADCAGREE RLTY CORP$15.2M0.05%207,659CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$15.1M0.05%108,859CommonSOLE
857477103STTSTATE STR CORP$15.1M0.05%141,561CommonSOLE
464287242LQDISHARES TR$15.0M0.05%137,280CommonSOLE
337932107FEFIRSTENERGY CORP$15.0M0.05%373,401CommonSOLE
233331107DTEDTE ENERGY CO$15.0M0.05%113,394CommonSOLE
852234103XYZBLOCK INC$14.9M0.05%218,610CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$14.8M0.05%63,657CommonSOLE
69351T106PPLPPL CORP$14.8M0.05%437,068CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$14.7M0.05%124,577CommonSOLE
049468101TEAMATLASSIAN CORPORATION$14.7M0.05%72,388CommonSOLE
679295105OKTAOKTA INC$14.7M0.05%146,833CommonSOLE
668771108GENGEN DIGITAL INC$14.6M0.05%495,722CommonSOLE
H2906T109GRMNGARMIN LTD$14.4M0.05%69,145CommonSOLE
22160N109CSGPCOSTAR GROUP INC$14.4M0.05%179,394CommonSOLE
427866108HSYHERSHEY CO$14.3M0.04%86,409CommonSOLE
88034P109TMETENCENT MUSIC ENTMT GROUP$14.2M0.04%729,925CommonSOLE
85254J102STAGSTAG INDL INC$14.2M0.04%390,201CommonSOLE
500754106KHCKRAFT HEINZ CO$14.1M0.04%546,971CommonSOLE
03662Q105AKXANSYS INC$14.1M0.04%40,209CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$14.0M0.04%81,032CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$14.0M0.04%189,459CommonSOLE
26884L109EQTEQT CORP$14.0M0.04%239,429CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$13.9M0.04%84,905CommonSOLE
023608102AEEAMEREN CORP$13.8M0.04%143,536CommonSOLE
313745101FRTFEDERAL RLTY INVT TR NEW$13.7M0.04%144,041CommonSOLE
892672106TWTRADEWEB MKTS INC$13.7M0.04%93,388CommonSOLE
444859102HUMHUMANA INC$13.6M0.04%55,443CommonSOLE
629377508NRGNRG ENERGY INC$13.4M0.04%83,577CommonSOLE
775711104ROLROLLINS INC$13.4M0.04%237,180CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$13.4M0.04%55,026CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$13.3M0.04%199,291CommonSOLE
00766T100ACMAECOM$13.3M0.04%117,637CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$13.3M0.04%43,307CommonSOLE
55261F104MTBM & T BK CORP$13.2M0.04%68,283CommonSOLE
69331C108PCGPG&E CORP$13.2M0.04%946,679CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$13.1M0.04%80,895CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$13.1M0.04%60,003CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$13.1M0.04%59,766CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$13.0M0.04%90,042CommonSOLE
29670E107EPRTESSENTIAL PPTYS RLTY TR INC$13.0M0.04%406,887CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$12.9M0.04%83,955CommonSOLE
G4124C109GRABGRAB HOLDINGS LIMITED$12.9M0.04%2,556,984CommonSOLE
12514G108CDWCDW CORP$12.8M0.04%71,778CommonSOLE
125896100CMSCMS ENERGY CORP$12.8M0.04%184,296CommonSOLE
32054K103FRFIRST INDL RLTY TR INC$12.7M0.04%263,582CommonSOLE
147448104CWSTCASELLA WASTE SYS INC$12.6M0.04%109,020CommonSOLE
722304102PDDPDD HOLDINGS INC$12.6M0.04%120,142CommonSOLE
14174T107CTRECARETRUST REIT INC$12.5M0.04%408,986CommonSOLE
V5633W109MMYTMAKEMYTRIP LIMITED MAURITIUS$12.5M0.04%127,598CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$12.5M0.04%181,573CommonSOLE
15135B101CNCCENTENE CORP DEL$12.4M0.04%229,045CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$12.4M0.04%295,717CommonSOLE
670346105NUENUCOR CORP$12.3M0.04%94,767CommonSOLE
281020107EIXEDISON INTL$12.2M0.04%235,725CommonSOLE
76169C100REXRREXFORD INDL RLTY INC$12.1M0.04%339,558CommonSOLE
11120U105BRXBRIXMOR PPTY GROUP INC$12.0M0.04%459,661CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$11.9M0.04%225,387CommonSOLE
92338C103VLTOVERALTO CORP$11.9M0.04%117,656CommonSOLE
115236101BROBROWN & BROWN INC$11.9M0.04%107,126CommonSOLE
671044105OSISOSI SYSTEMS INC$11.8M0.04%52,548CommonSOLE
143658300CCL1EURCARNIVAL CORP$11.8M0.04%420,177CommonSOLE
82509L107SHOPSHOPIFY INC$11.8M0.04%101,901CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$11.7M0.04%1,023,832CommonSOLE
40434L105HPQHP INC$11.7M0.04%478,130CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$11.7M0.04%571,588CommonSOLE
46266C105IQVIQVIA HLDGS INC$11.7M0.04%74,107CommonSOLE
316773100FITBFIFTH THIRD BANCORP$11.6M0.04%283,119CommonSOLE
380237107GDDYGODADDY INC$11.5M0.04%64,144CommonSOLE
859241101STRLSTERLING INFRASTRUCTURE INC$11.4M0.04%49,529CommonSOLE
550021109LULULULULEMON ATHLETICA INC$11.4M0.04%48,017CommonSOLE
50212V100LPLALPL FINL HLDGS INC$11.4M0.04%30,350CommonSOLE
693506107PPGPPG INDS INC$11.4M0.04%99,950CommonSOLE
466313103JBLJABIL INC$11.4M0.04%52,109CommonSOLE
315616102FFIVF5 INC$11.3M0.04%38,550CommonSOLE
464288166AGZISHARES TR$11.3M0.04%103,184CommonSOLE
64110D104NTAPNETAPP INC$11.3M0.04%105,799CommonSOLE
526057104LENLENNAR CORP$11.2M0.04%101,095CommonSOLE
440452100HRLHORMEL FOODS CORP$11.2M0.04%369,313CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$11.1M0.03%68,506CommonSOLE
29084Q100EMEEMCOR GROUP INC$11.1M0.03%20,823CommonSOLE
579780206MKCMCCORMICK & CO INC$11.1M0.03%146,002CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$11.0M0.03%80,007CommonSOLE
92343E102VRSNVERISIGN INC$11.0M0.03%38,048CommonSOLE
199908104FIXCOMFORT SYS USA INC$10.8M0.03%20,203CommonSOLE
256677105DGDOLLAR GEN CORP NEW$10.7M0.03%93,790CommonSOLE
88146M101TRNOTERRENO RLTY CORP$10.7M0.03%189,954CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$10.6M0.03%45,321CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$10.6M0.03%200,645CommonSOLE
452327109ILMNILLUMINA INC$10.6M0.03%110,929CommonSOLE
682189105ONON SEMICONDUCTOR CORP$10.6M0.03%201,934CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$10.6M0.03%215,825CommonSOLE
21044C107ROADCONSTRUCTION PARTNERS INC$10.5M0.03%99,022CommonSOLE
46982L108JJACOBS SOLUTIONS INC$10.4M0.03%79,348CommonSOLE
260003108DOVDOVER CORP$10.4M0.03%56,724CommonSOLE
665859104NTRSNORTHERN TR CORP$10.2M0.03%80,638CommonSOLE
570535104MKLMARKEL GROUP INC$10.2M0.03%5,111CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$10.2M0.03%607,208CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$10.1M0.03%67,093CommonSOLE
37940X102GPNGLOBAL PMTS INC$10.0M0.03%125,384CommonSOLE
71844V201PECOPHILLIPS EDISON & CO INC$10.0M0.03%284,935CommonSOLE
084423102WRBBERKLEY W R CORP$9.9M0.03%135,330CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$9.9M0.03%84,471CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$9.8M0.03%267,671CommonSOLE
172062101CINFCINCINNATI FINL CORP$9.8M0.03%65,580CommonSOLE
30040W108ESEVERSOURCE ENERGY$9.8M0.03%153,302CommonSOLE
929042109VNOVORNADO RLTY TR$9.6M0.03%252,228CommonSOLE
460146103IPINTERNATIONAL PAPER CO$9.5M0.03%203,759CommonSOLE
219948106CPAYCORPAY INC$9.5M0.03%28,720CommonSOLE
26884U109EPREPR PPTYS$9.5M0.03%163,529CommonSOLE
958102105WDCWESTERN DIGITAL CORP$9.5M0.03%147,763CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$9.4M0.03%97,422CommonSOLE
69370C100PTCPTC INC$9.4M0.03%54,511CommonSOLE
436440101HO1HOLOGIC INC$9.4M0.03%143,820CommonSOLE
45784P101PODDINSULET CORP$9.4M0.03%29,779CommonSOLE
745867101PHMPULTE GROUP INC$9.3M0.03%88,574CommonSOLE
504922105LHLABCORP HOLDINGS INC$9.3M0.03%35,393CommonSOLE
018802108LNTALLIANT ENERGY CORP$9.3M0.03%153,366CommonSOLE
62944T105NVRNVR INC$9.2M0.03%1,252CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$9.2M0.03%158,763CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$9.2M0.03%124,645CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$9.2M0.03%389,214CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$9.2M0.03%58,004CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$9.1M0.03%164,913CommonSOLE
30034W106EVRGEVERGY INC$9.1M0.03%132,499CommonSOLE
90384S303ULTAULTA BEAUTY INC$9.1M0.03%19,517CommonSOLE
189054109CLXCLOROX CO DEL$9.0M0.03%74,928CommonSOLE
443510607HUBBHUBBELL INC$9.0M0.03%21,969CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$9.0M0.03%207,670CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$8.9M0.03%159,353CommonSOLE
941848103WATWATERS CORP$8.9M0.03%25,549CommonSOLE
46429B267GOVTISHARES TR$8.8M0.03%382,000CommonSOLE
G0250X107AMCRAMCOR PLC$8.8M0.03%954,445CommonSOLE
969904101WSMWILLIAMS SONOMA INC$8.8M0.03%53,673CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$8.7M0.03%34,335CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$8.7M0.03%111,431CommonSOLE
78377T107RHPRYMAN HOSPITALITY PPTYS INC$8.7M0.03%88,049CommonSOLE
78573L106SBRASABRA HEALTH CARE REIT INC$8.7M0.03%469,510CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$8.6M0.03%8,180CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$8.6M0.03%75,385CommonSOLE
531229755FWONKLIBERTY MEDIA CORP DEL$8.6M0.03%82,345CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$8.6M0.03%50,822CommonSOLE
72352L106PINSPINTEREST INC$8.5M0.03%238,121CommonSOLE
053611109AVYAVERY DENNISON CORP$8.5M0.03%48,289CommonSOLE
052800109ALVAUTOLIV INC$8.5M0.03%75,591CommonSOLE
256746108DLTRDOLLAR TREE INC$8.4M0.03%84,332CommonSOLE
632307104NTRANATERA INC$8.3M0.03%49,415CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$8.3M0.03%324,353CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC$8.3M0.03%230,431CommonSOLE
398182303AHRAMERICAN HEALTHCARE REIT INC$8.3M0.03%225,916CommonSOLE
90138F102TWLOTWILIO INC$8.3M0.03%66,733CommonSOLE
88162G103TTEKTETRA TECH INC NEW$8.3M0.03%230,428CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$8.3M0.03%45,967CommonSOLE
518439104ELLAUDER ESTEE COS INC$8.2M0.03%100,874CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$8.1M0.03%34,615CommonSOLE
N00985106AERAERCAP HOLDINGS NV$8.1M0.03%69,655CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$8.1M0.03%256,027CommonSOLE
447462102HURNHURON CONSULTING GROUP INC$8.1M0.03%59,140CommonSOLE
336433107FSLRFIRST SOLAR INC$8.1M0.03%49,100CommonSOLE
42226K105HRHEALTHCARE RLTY TR$8.1M0.03%511,325CommonSOLE
653656108NICENICE LTD$8.1M0.03%47,934CommonSOLE

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.