MondegarAI
Mitsubishi UFJ Trust & Banking Corp

Q2 2025 · 13F-HR

Mitsubishi UFJ Trust & Banking Corpholdings as filed

Filed 2025-08-08 · accession 0000950123-25-007290

$43.17B
Reported value
1,046
Positions
2025-06-30
Period end
View analyzed profile →PRO

The Brief · Mitsubishi UFJ Trust & Banking Corp · Q2 2025

AI · grounded in 13F

Mitsubishi UFJ Trust & Banking Corp established a new position in NVDA valued at $2.29B. The fund also initiated new stakes in MSFT for $2.1B and AAPL for $1.72B. Additional new positions include AMZN at $1.3B and META at $1.06B.

Holdings as filed

First 500 of 1046

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$2.29B5.31%14,519,059CommonSOLE
594918104MSFTMICROSOFT CORP$2.10B4.86%4,221,750CommonSOLE
037833100AAPLAPPLE INC$1.72B3.99%8,392,941CommonSOLE
023135106AMZNAMAZON.COM INC.$1.30B3.01%5,926,223CommonSOLE
30303M102METAMETA PLATFORMS INC-A$1.06B2.46%1,437,142CommonSOLE
02079K305GOOGLALPHABET INC/CA-CL A$665.0M1.54%3,773,735CommonSOLE
11135F101AVGOBROADCOM INC$611.4M1.42%2,217,853CommonSOLE
02079K107GOOGALPHABET INC/CA-CL C$543.0M1.26%3,060,798CommonSOLE
64110L106NFLXNETFLIX INC$465.2M1.08%347,384CommonSOLE
88160R101TSLATESLA INC$435.1M1.01%1,369,841CommonSOLE
92826C839VVISA INC-CL A SHARES$406.7M0.94%1,145,508CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$396.4M0.92%1,367,205CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$375.9M0.87%668,869CommonSOLE
532457108LLYELI LILLY & CO$342.6M0.79%439,552CommonSOLE
81141R100SESEA LTD-ADR$324.9M0.75%2,031,548CommonSOLE
26441C204DUKDUKE ENERGY CORP.$321.8M0.75%2,726,823CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$317.8M0.74%654,244CommonSOLE
30231G102XOMEXXON MOBIL CORP.$277.7M0.64%2,576,022CommonSOLE
025537101AEPAMERICAN ELECTRIC PO$277.4M0.64%2,673,814CommonSOLE
464287200IVVISHARES CORE S&P 500$265.3M0.61%427,272CommonSOLE
478160104JNJJOHNSON & JOHNSON$244.5M0.57%1,600,812CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$243.5M0.56%951,361CommonSOLE
22160K105COSTCOSTCO WHSL CORP$240.5M0.56%242,965CommonSOLE
98389B100XELXCEL ENERGY INC$239.4M0.55%3,516,056CommonSOLE
58733R102MELIMERCADOLIBRE INC$237.5M0.55%90,861CommonSOLE
17275R102CSCOCISCO SYSTEMS INC$236.7M0.55%3,411,274CommonSOLE
931142103WMTWALMART INC$234.8M0.54%2,401,010CommonSOLE
16411R208LNGCHENIERE ENERGY INC$231.9M0.54%952,092CommonSOLE
682680103OKEONEOK INC.$228.1M0.53%2,793,834CommonSOLE
742718109PGPROCTER & GAMBLE$227.7M0.53%1,428,950CommonSOLE
00287Y109ABBVABBVIE INC$212.1M0.49%1,142,491CommonSOLE
79466L302CRMSALESFORCE INC$211.8M0.49%776,620CommonSOLE
816851109SRESEMPRA$208.4M0.48%2,750,891CommonSOLE
126408103CSXCSX CORP$200.3M0.46%6,137,999CommonSOLE
722304102PDDPDD HOLDINGS INC(ADR$196.1M0.45%1,873,742CommonSOLE
459200101IBMINTL BUS MACHINES CO$195.7M0.45%663,783CommonSOLE
00206R102TAT&T INC$192.2M0.45%6,640,331CommonSOLE
44332N106HTHTH WORLD GROUP LTD$190.2M0.44%5,606,258CommonSOLE
68389X105ORCLORACLE CORPORATION$186.6M0.43%853,582CommonSOLE
437076102HDHOME DEPOT INC$183.1M0.42%499,410CommonSOLE
58933Y105MRKMERCK & CO. INC$182.7M0.42%2,308,513CommonSOLE
65339F101NEENEXTERA ENERGY INC.$180.2M0.42%2,595,152CommonSOLE
25746U109DDOMINION ENERGY INC$174.2M0.40%3,081,520CommonSOLE
747525103QCOMQUALCOMM INC$171.7M0.40%1,077,976CommonSOLE
30034W106EVRGEVERGY INC$170.3M0.39%2,470,917CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$168.3M0.39%539,573CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$166.5M0.39%3,848,666CommonSOLE
191216100KOCOCA-COLA COMPANY$159.1M0.37%2,248,719CommonSOLE
060505104BACBANK OF AMERICA CORP$158.2M0.37%3,343,175CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$153.8M0.36%1,935,337CommonSOLE
172967424CCITIGROUP INC.$153.7M0.36%1,806,079CommonSOLE
040413205ANETARISTA NETWORKS INC$152.4M0.35%1,489,267CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$151.2M0.35%26,117CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$149.9M0.35%1,781,299CommonSOLE
78463V107GLDSPDR GOLD TRUST$149.4M0.35%490,100CommonSOLE
718172109PMPHILIP MORRIS INTL$149.1M0.35%818,678CommonSOLE
149123101CATCATERPILLAR INC$148.7M0.34%383,063CommonSOLE
375558103GILDGILEAD SCIENCES INC$146.2M0.34%1,318,500CommonSOLE
30040W108ESEVERSOURCE ENERGY$145.9M0.34%2,293,579CommonSOLE
369604301GEGE AEROSPACE$144.9M0.34%563,135CommonSOLE
882508104TXNTEXAS INSTRUMENTS$143.0M0.33%688,612CommonSOLE
002824100ABTABBOTT LABORATORIES$142.7M0.33%1,049,285CommonSOLE
461202103INTUINTUIT INC.$141.7M0.33%179,952CommonSOLE
464287226AGGISHARES CORE US AGGR$140.2M0.32%1,413,455CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$137.9M0.32%1,011,911CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S$136.0M0.32%177,269CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP$134.2M0.31%571,308CommonSOLE
038222105AMATAPPLIED MATLS INC$134.0M0.31%731,711CommonSOLE
18915M107NETCLOUDFLARE INC-A$133.0M0.31%679,400CommonSOLE
46120E602ISRGINTUITIVE SURGICAL$132.4M0.31%243,611CommonSOLE
G54950103LINLINDE PLC$131.7M0.31%280,764CommonSOLE
254687106DISWALT DISNEY CO/THE$128.1M0.30%1,033,060CommonSOLE
81762P102NOWSERVICENOW INC.$127.0M0.29%123,566CommonSOLE
20030N101CMCSACOMCAST CORP CL-A$123.8M0.29%3,470,110CommonSOLE
036752103ELVELEVANCE HEALTH INC$123.3M0.29%317,054CommonSOLE
743315103PGRPROGRESSIVE CORP$123.1M0.29%461,441CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$122.8M0.28%410,719CommonSOLE
34959E109FTNTFORTINET INC$122.5M0.28%1,158,646CommonSOLE
713448108PEPPEPSICO INC.$120.1M0.28%909,763CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$119.7M0.28%1,283,251CommonSOLE
00724F101ADBEADOBE INC$118.0M0.27%304,923CommonSOLE
87612G101TRGPTARGA RESOURCES CORP$117.6M0.27%675,352CommonSOLE
580135101MCDMCDONALD'S$117.3M0.27%401,478CommonSOLE
78409V104SPGIS&P GLOBAL INC$117.0M0.27%221,972CommonSOLE
22822V101CCICROWN CASTLE INC$116.6M0.27%1,135,140CommonSOLE
03831W108APPAPPLOVIN CORP-CL-A$116.0M0.27%331,411CommonSOLE
949746101WMT2WELLS FARGO COMPANY$115.3M0.27%1,439,144CommonSOLE
166764100CVXCHEVRON CORP$112.1M0.26%783,054CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$110.2M0.26%2,380,757CommonSOLE
872540109TJXTJX COS INC$105.2M0.24%851,659CommonSOLE
69331C108PCGPG&E CORP$101.2M0.23%7,257,816CommonSOLE
007903107AMDADVANCED MICRO$100.7M0.23%709,973CommonSOLE
38141G104GSGOLDMAN SACHS GROUP$99.9M0.23%141,175CommonSOLE
615369105MCOMOODY'S CORPORATION$99.5M0.23%198,396CommonSOLE
025816109AXPAMERICAN EXPRESS CO.$97.4M0.23%305,249CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$96.5M0.22%1,061,126CommonSOLE
053332102AZOAUTOZONE INC$96.3M0.22%25,951CommonSOLE
125523100CITHE CIGNA GROUP$93.9M0.22%284,007CommonSOLE
883556102TMOTHERMO FISHER SCIENT$93.2M0.22%229,962CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$92.4M0.21%407,895CommonSOLE
172908105CTASCINTAS CORP.$90.1M0.21%404,344CommonSOLE
902681105UGIUGI CORPORATION$90.0M0.21%2,470,299CommonSOLE
75513E101RTXRTX CORP$89.2M0.21%611,054CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$88.7M0.21%156,453CommonSOLE
25809K105DASHDOORDASH INC - A$88.3M0.20%358,081CommonSOLE
512807306LRCXLAM RESEARCH CORP.$87.5M0.20%898,951CommonSOLE
G29183103ETNEATON CORP PLC$87.4M0.20%244,858CommonSOLE
501044101KRKROGER CO.$85.3M0.20%1,188,524CommonSOLE
03073E105CORCENCORA INC$84.5M0.20%281,939CommonSOLE
872590104TMUST-MOBILE US INC$84.4M0.20%354,323CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$84.3M0.20%200,580CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$84.2M0.19%783,658CommonSOLE
03027X100AMTAMERICAN TOWER CORP$82.5M0.19%373,311CommonSOLE
12504L109CBRECBRE GROUP INC-A$82.0M0.19%585,298CommonSOLE
438516106HONHONEYWELL INTL INC.$81.3M0.19%349,246CommonSOLE
H1467J104CBCHUBB LTD$81.3M0.19%280,558CommonSOLE
G6683N103NUNU HOLDINGS LTD/CA-A$80.5M0.19%5,868,782CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$80.4M0.19%367,743CommonSOLE
G87052109TELTE CONNECTIVITY PLC$79.2M0.18%469,744CommonSOLE
58155Q103MCKMCKESSON CORPORATION$78.8M0.18%107,592CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$78.5M0.18%254,528CommonSOLE
482480100KLACKLA CORP$78.1M0.18%87,185CommonSOLE
95040Q104WELLWELLTOWER INC$77.3M0.18%502,837CommonSOLE
031162100AMGNAMGEN INC$77.3M0.18%276,791CommonSOLE
244199105DEDEERE & CO.$77.2M0.18%151,823CommonSOLE
26875P101EOGEOG RESOURCES INC.$75.5M0.18%631,617CommonSOLE
842587107SOSOUTHERN CO.$75.5M0.17%822,403CommonSOLE
09290D101BLKBLACKROCK INC$74.9M0.17%71,346CommonSOLE
40412C101HCAHCA HEALTHCARE INC$74.9M0.17%195,405CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$74.9M0.17%351,806CommonSOLE
570535104MKLMARKEL GROUP INC$74.6M0.17%37,333CommonSOLE
70450Y103PYPLPAYPAL HOLDINGS INC$73.7M0.17%991,839CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$73.5M0.17%359,060CommonSOLE
032095101APHAMPHENOL CORP 'A'$73.5M0.17%744,045CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$73.0M0.17%157,667CommonSOLE
032654105ADIANALOG DEVICES INC$72.8M0.17%305,667CommonSOLE
29444U700EQIXEQUINIX INC$72.6M0.17%91,299CommonSOLE
35969L108YMMFULL TRUCK ALLIANCE CO LTD$71.3M0.17%6,036,780CommonSOLE
617446448MSMORGAN STANLEY$70.0M0.16%497,229CommonNONE
88339J105TTDTRADE DESK INC/THE-A$70.0M0.16%972,794CommonSOLE
311900104FASTFASTENAL COMPANY$69.7M0.16%1,659,674CommonSOLE
808513105SCHWSCHWAB (CHAS) CORP$68.9M0.16%754,686CommonSOLE
907818108UNPUNION PACIFIC$68.8M0.16%299,046CommonSOLE
94106L109WMWASTE MANAGEMENT INC$68.6M0.16%299,786CommonSOLE
285512109EAELECTRONIC ARTS INC$68.5M0.16%428,785CommonSOLE
097023105BABOEING CO.$68.2M0.16%325,368CommonSOLE
573284106MLMMARTIN MARIETTA MATE$67.5M0.16%122,952CommonSOLE
92532F100VRTXVERTEX PHARMACEUTIC.$66.9M0.16%150,353CommonSOLE
29414B104EPAMEPAM SYSTEMS INC$66.6M0.15%376,674CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$65.1M0.15%832,695CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS-A$65.1M0.15%127,782CommonSOLE
717081103PFEPFIZER INC.$65.1M0.15%2,684,700CommonSOLE
12572Q105CMECME GROUP INC.$64.5M0.15%233,866CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP$64.4M0.15%1,028,569CommonSOLE
452308109ITWILLINOIS TOOL WORKS$64.3M0.15%260,022CommonSOLE
629377508NRGNRG ENERGY INC$63.9M0.15%398,114CommonSOLE
36828A101GEVGE VERNOVA INC$63.8M0.15%120,491CommonSOLE
651639106NEMNEWMONT CORP$63.2M0.15%1,084,843CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$63.2M0.15%144,450CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$62.3M0.14%798,527CommonSOLE
92343E102VRSNVERISIGN INC.$62.0M0.14%214,786CommonSOLE
278642103EBAYEBAY INC.$62.0M0.14%832,319CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC-A$61.9M0.14%1,717,588CommonSOLE
052769106ADSKAUTODESK INC.$61.8M0.14%199,781CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$61.6M0.14%922,355CommonSOLE
771049103RBLXROBLOX CORP -CLASS A$61.5M0.14%584,411CommonSOLE
23804L103DDOGDATADOG INC - A$60.9M0.14%453,085CommonSOLE
828806109SPGSIMON PROPERTY(REIT)$60.8M0.14%378,139CommonSOLE
595112103MUMICRON TECHNOLOGY INC$60.5M0.14%490,544CommonSOLE
64110D104NTAPNETAPP INC$59.8M0.14%560,921CommonSOLE
00108J109ACMRACM RESH INC$59.6M0.14%2,302,351CommonSOLE
82509L107SHOPSHOPIFY INC - A$59.4M0.14%514,631CommonSOLE
863667101SYKSTRYKER CORP$59.2M0.14%149,729CommonSOLE
55354G100MSCIMSCI INC.$58.7M0.14%101,762CommonSOLE
760759100RSGREPUBLIC SERVICES$58.5M0.14%237,405CommonSOLE
74340W103PLDPROLOGIS INC.$58.4M0.14%555,421CommonSOLE
315616102FFIVF5 INC$58.0M0.13%197,179CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$57.0M0.13%337,847CommonSOLE
235851102DHRDANAHER CORP$56.8M0.13%287,769CommonSOLE
548661107LOWLOWES COS INC$56.7M0.13%255,406CommonSOLE
363576109AJGGALLAGHER (ARTHUR J.$56.3M0.13%175,820CommonSOLE
22266T109CPNGCOUPANG INC$56.3M0.13%1,878,582CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$55.8M0.13%162,649CommonSOLE
693475105PNCPNC FIN. SERVICES$54.7M0.13%293,455CommonSOLE
609207105MDLZMONDELEZ INTERNATION$54.6M0.13%809,902CommonSOLE
115236101BROBROWN & BROWN INC$53.9M0.12%486,470CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$53.8M0.12%174,722CommonSOLE
654106103NKENIKE INC CL'B'$53.8M0.12%757,620CommonSOLE
23345M107DTMDT MIDSTREAM INC$53.2M0.12%484,469CommonSOLE
049468101TEAMATLASSIAN CORPORATION$52.5M0.12%258,299CommonSOLE
380237107GDDYGODADDY INC-CLASS A$52.2M0.12%289,899CommonSOLE
252131107DXCMDEXCOM INC.$52.2M0.12%597,536CommonSOLE
G2519Y108BAPCREDICORP LTD$52.0M0.12%232,547CommonSOLE
370334104GISGENERAL MLS INC$52.0M0.12%1,002,834CommonSOLE
817565104SCISERVICE CORP INT'L$51.7M0.12%635,574CommonSOLE
G5960L103MDTMEDTRONIC PLC$51.6M0.12%591,736CommonSOLE
20825C104COPCONOCOPHILLIPS$51.0M0.12%568,073CommonSOLE
14149Y108CAHCARDINAL HEALTH INC.$50.7M0.12%301,709CommonSOLE
126650100CVSCVS HEALTH CORPORATI$50.0M0.12%724,619CommonSOLE
87612E106TGTTARGET CORP.$49.8M0.12%505,153CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$49.3M0.11%401,815CommonSOLE
871607107SNPSSYNOPSYS INC.$49.2M0.11%95,890CommonSOLE
31428X106FDXFEDEX CORPORATION$49.1M0.11%216,108CommonSOLE
464287242LQDISHARES IBOXX \ INV$48.7M0.11%443,905CommonSOLE
67103H107ORLYO'REILLY AUTOMOTIVE$48.4M0.11%536,905CommonSOLE
942622200WSOWATSCOINC.$47.8M0.11%108,154CommonSOLE
666807102NOCNORTHROP GRUMMAN$47.5M0.11%94,932CommonSOLE
37045V100GMGENERAL MTRS CO$47.2M0.11%958,442CommonSOLE
09260D107BXBLACKSTONE INC$47.0M0.11%314,203CommonSOLE
969457100WMBWILLIAMS COS INC$46.9M0.11%746,037CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$46.5M0.11%144,125CommonSOLE
02209S103MOALTRIA GROUP INC$46.4M0.11%790,763CommonSOLE
464288588MBBISHARES MBS ETF$46.3M0.11%492,986CommonSOLE
45866F104ICEINTERCONTINENTAL EXC$45.9M0.11%250,261CommonSOLE
855244109SBUXSTARBUCKS CORP$45.3M0.10%494,211CommonSOLE
701094104PHPARKER HANNIFIN$44.9M0.10%64,350CommonSOLE
04965M106ATATATOUR LIFESTYLE HLDGS LTD$44.9M0.10%1,381,600CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$44.8M0.10%202,406CommonSOLE
337738108FISVFISERV, INC.$43.9M0.10%254,403CommonSOLE
79589L106IOTSAMSARA INC-CL A$43.6M0.10%1,097,218CommonSOLE
98978V103ZTSZOETIS INC$43.3M0.10%277,442CommonSOLE
594972408MSTRMICROSTRATEGY INC.-A$43.2M0.10%106,793CommonSOLE
902973304USBUS BANCORP DEL$43.2M0.10%953,654CommonSOLE
592688105MTDMETTLER-TOLEDO INTL$42.9M0.10%36,529CommonSOLE
458140100INTCINTEL CORPORATION$42.8M0.10%1,908,835CommonSOLE
169656105CMGCHIPOTLE MEXICAN$42.7M0.10%761,331CommonSOLE
15135B101CNCCENTENE CORPORATION$42.7M0.10%786,720CommonSOLE
384802104GWWGRAINGER W W INC$42.4M0.10%40,740CommonSOLE
366651107ITGARTNER INC$42.3M0.10%104,718CommonSOLE
88579Y101MMM3M CO.$42.1M0.10%276,821CommonSOLE
852234103XYZBLOCK INC-A$42.1M0.10%619,717CommonSOLE
94106B101WCNWASTE CONNECTIONS$41.9M0.10%224,330CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$41.5M0.10%190,008CommonSOLE
922475108VEEVVEEVA SYSTEMS INC-A$41.5M0.10%144,086CommonSOLE
23331A109DHID.R. HORTON INC.$41.3M0.10%320,230CommonSOLE
G0403H108AONAON PLC-A$41.2M0.10%115,442CommonSOLE
466313103JBLJABIL INC$41.1M0.10%188,616CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$41.1M0.10%479,918CommonSOLE
929740108WABWABTEC CORPORATION$40.9M0.09%195,541CommonSOLE
443201108HWMHOWMET AEROSPACE INC$40.4M0.09%216,914CommonSOLE
45168D104IDXXIDEXX LABS INC$40.1M0.09%74,766CommonSOLE
209115104EDCONSOLIDATED EDISON INC$39.6M0.09%395,054CommonSOLE
427866108HSYTHE HERSHEY COMPANY$39.6M0.09%238,420CommonSOLE
969904101WSMWILLIAMS-SONOMA INC$39.4M0.09%240,887CommonSOLE
L44385109GLOBGLOBANT S A$39.3M0.09%432,602CommonSOLE
464287234EEMISHARES MSCI EMERGIN$38.4M0.09%796,882CommonSOLE
22160N109CSGPCOSTAR GROUP INC$38.3M0.09%476,675CommonSOLE
89417E109TRVTRAVELERS COMPANIES$38.2M0.09%142,894CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$37.7M0.09%162,969CommonSOLE
759509102RSRELIANCE INC$37.4M0.09%119,234CommonSOLE
369550108GDGENERAL DYNAMICS$37.4M0.09%128,220CommonSOLE
303250104FICOFAIR ISAAC CORP$37.1M0.09%20,323CommonSOLE
893641100TDGTRANSDIGM GROUP INC$37.1M0.09%24,420CommonSOLE
47215P106JDJD.COM INC$36.9M0.09%1,130,059CommonSOLE
26856L103ELFELF BEAUTY INC$36.8M0.09%296,117CommonSOLE
29084Q100EMEEMCOR GROUP INC$36.8M0.09%68,771CommonSOLE
189054109CLXCLOROX COMPANY$36.7M0.09%305,841CommonSOLE
75886F107REGNREGENERON PHARMACEUT$36.1M0.08%68,744CommonSOLE
253868103DLRDIGITAL RLTY TR INC$36.0M0.08%206,653CommonSOLE
256677105DGDOLLAR GENERAL CORP$36.0M0.08%314,951CommonSOLE
48251W104KKRKKR & CO INC$35.9M0.08%269,703CommonSOLE
278865100ECLECOLAB INC$35.7M0.08%132,514CommonSOLE
03076C106AMPAMERIPRISE FINL INC$35.1M0.08%65,791CommonSOLE
V7780T103RCLROYAL CARIB CRUISES$35.0M0.08%111,868CommonSOLE
11271J107BNBROOKFIELD CORPORA-A$34.9M0.08%564,039CommonSOLE
008073108AVAVAEROVIRONMENT INC.$34.9M0.08%122,326CommonSOLE
74144T108TROWT ROWE PRICE GROUP$34.0M0.08%351,907CommonSOLE
40434L105HPQHP INC$33.7M0.08%1,379,367CommonSOLE
G51502105JCIJOHNSON CONTROLS INT$33.7M0.08%319,186CommonSOLE
911312106UPSUNITED PARCEL SRV-B$33.7M0.08%333,423CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$33.3M0.08%142,848CommonSOLE
98138H101WDAYWORKDAY INC$33.0M0.08%137,330CommonSOLE
291011104EMREMERSON ELECTRIC$32.6M0.08%244,795CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$32.5M0.08%725,809CommonSOLE
00130H105AESAES CORPORATION$32.5M0.08%3,086,164CommonSOLE
42824C109HPEHP ENTERPRISE CO$32.5M0.08%1,587,437CommonSOLE
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92206C870VCITVANGUARD INT-TERM CO$31.9M0.07%385,230CommonSOLE
26210C104DBXDROPBOX INC-CLASS A$31.9M0.07%1,114,744CommonSOLE
693506107PPGPPG INDUSTRIES$31.7M0.07%278,339CommonSOLE
228368106CCKCROWN HOLDINGS INC$31.4M0.07%305,279CommonSOLE
833445109SNOWSNOWFLAKE INC-CLASS$31.4M0.07%140,377CommonSOLE
48553T106BZKANZHUN LTD(ADR)$31.3M0.07%1,756,891CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$31.0M0.07%400,023CommonSOLE
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426281101JKHYHENRY JACK & ASSOC INC$30.0M0.07%166,255CommonSOLE
988498101YUMYUM! BRANDS INC$29.7M0.07%200,489CommonSOLE
136069101CMCANADIAN IMPERIAL BK COMM$29.6M0.07%417,064CommonSOLE
064058100BKBANK OF NY MELLON CO$29.6M0.07%324,907CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$29.3M0.07%227,239CommonSOLE
770700102HOODROBINHOOD MARKETS IN$29.1M0.07%311,298CommonSOLE
N00985106AERAERCAP HOLDINGS NV$29.1M0.07%249,112CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$29.0M0.07%71,007CommonSOLE
125269100CFCF INDUSTRIES HOLDIN$28.9M0.07%313,695CommonSOLE
92939U106WECWEC ENERGY GROUP INC$28.8M0.07%276,751CommonSOLE
009158106APDAIR PRODUCTS & CHEM.$28.7M0.07%101,895CommonSOLE
62944T105NVRNVR INC$28.7M0.07%3,883CommonSOLE
75734B100RDDTREDDIT INC-CL A$28.6M0.07%190,248CommonSOLE
G0450A105ACGLARCH CAPITAL GRP LTD$28.5M0.07%312,892CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$28.5M0.07%861,453CommonSOLE
704326107PAYXPAYCHEX INC$28.4M0.07%195,450CommonSOLE
45337C102INCYINCYTE CORP.$28.3M0.07%415,671CommonSOLE
682189105ONON SEMICONDUCTOR CORP$28.2M0.07%538,515CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$28.2M0.07%284,942CommonSOLE
43300A203HLTHILTON WORLDWIDE HOL$28.1M0.07%105,591CommonSOLE
571903202MARMARRIOTT INTL INC'A'$28.0M0.06%102,517CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTIC$28.0M0.06%85,734CommonSOLE
526057104LENLENNAR CORP CL-A$27.9M0.06%252,523CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$27.9M0.06%171,837CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$27.9M0.06%357,199CommonSOLE
256163106DOCUDOCUSIGN INC$27.8M0.06%356,829CommonSOLE
142339100CSLCARLISLE COS INC$27.8M0.06%74,426CommonSOLE
231021106CMICUMMINS INC$27.6M0.06%84,200CommonSOLE
46090E103QQQINVESCO QQQ TRUST SE$27.6M0.06%49,976CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$27.5M0.06%93,743CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$27.2M0.06%87,264CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$27.0M0.06%622,845CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$26.8M0.06%329,168CommonSOLE
001055102AFLAFLAC INC.$26.4M0.06%250,721CommonSOLE
91913Y100VLOVALERO ENERGY CORP.$26.4M0.06%196,655CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$26.1M0.06%888,852CommonSOLE
05464C101AXONAXON ENTERPRISE INC$25.9M0.06%31,290CommonSOLE
74762E102QUREQUANTA SERVICES INC$25.2M0.06%66,640CommonSOLE
756109104OREALTY INCOME CORP$25.1M0.06%435,301CommonSOLE
867224107SUSUNCOR ENERGY INC$25.0M0.06%667,805CommonSOLE
G0250X107AMCRAMCOR PLC$24.9M0.06%2,712,237CommonSOLE
783513203RYAAYRYANAIR HLDGS (ADR)$24.9M0.06%431,885CommonSOLE
92537N108VRTVERTIV HOLDINGS CO-A$24.7M0.06%192,537CommonSOLE
171340102CHDCHURCH & DWIGHT CO.$24.6M0.06%255,442CommonSOLE
92276F100VTRVENTAS INC.$24.5M0.06%387,790CommonSOLE
009066101ABNBAIRBNB INC-CLASS A$24.4M0.06%184,213CommonSOLE
14448C104CARRCARRIER GLOBAL CORP$24.2M0.06%330,497CommonSOLE
89832Q109TFCTRUIST FINANCIAL COR$24.1M0.06%559,550CommonSOLE
03769M106APOAPOLLO GLOBAL MANAGE$24.0M0.06%169,453CommonSOLE
879360105TDYTELEDYNE TECH.INC.$24.0M0.06%46,914CommonSOLE
693718108PCARPACCAR INC$24.0M0.06%252,673CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$23.7M0.05%92,801CommonSOLE
745867101PHMPULTE GROUP INC.$23.7M0.05%225,063CommonSOLE
436440101HO1HOLOGIC INC$23.7M0.05%363,316CommonSOLE
574599106MASMASCO CORP.$23.5M0.05%365,461CommonSOLE
911363109URIUNITED RENTALS INC.$23.4M0.05%31,108CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIE$23.0M0.05%91,678CommonSOLE
086516101BBYBEST BUY INC$22.8M0.05%339,968CommonSOLE
217204106CPRTCOPART, INC.$22.8M0.05%464,347CommonSOLE
59156R108METMETLIFE INC.$22.6M0.05%281,000CommonSOLE
22052L104CTVACORTEVA INC$22.6M0.05%303,190CommonSOLE
487836108KKELLANOVA$22.4M0.05%281,983CommonSOLE
496902404KGCKINROSS GOLD CORP$22.3M0.05%1,426,100CommonNONE
31488V107FERGFERGUSON ENTERPRISES INC$22.1M0.05%101,714CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$22.1M0.05%140,087CommonSOLE
25179M103DVNDEVON ENERGY CORP.$22.0M0.05%692,423CommonSOLE
883203101TXTTEXTRON INC$22.0M0.05%274,055CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$21.9M0.05%66,017CommonSOLE
57667L107MTCHMATCH GROUP INC$21.7M0.05%702,121CommonSOLE
668771108GENGEN DIGITAL INC$21.6M0.05%736,186CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$21.6M0.05%185,000CommonSOLE
G3643J108FLUTFLUTTER ENTERTAINMEN$21.4M0.05%74,974CommonSOLE
26701L100BROSDUTCH BROS INC-A$21.3M0.05%311,476CommonSOLE
281020107EIXEDISON INTL$21.1M0.05%409,806CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$21.1M0.05%28,802CommonSOLE
902252105TYLTYLER TECHNOLOGIES$21.0M0.05%35,381CommonSOLE
858119100STLDSTEEL DYNAMICS INC.$20.9M0.05%163,399CommonSOLE
718546104PSXPHILLIPS 66$20.8M0.05%174,143CommonSOLE
37940X102GPNGLOBAL PMTS INC$20.8M0.05%259,467CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$20.5M0.05%161,693CommonSOLE
806857108SLBSCHLUMBERGER LIMITED$20.3M0.05%601,446CommonSOLE
29452E101EQHEQUITABLE HOLDINGS I$20.3M0.05%362,216CommonSOLE
531229755FWONKLIBERTY MEDIA CORP-F$20.3M0.05%194,350CommonSOLE
29476L107EQREQUITY RESIDENTIAL$20.3M0.05%300,818CommonSOLE
500754106KHCKRAFT HEINZ CO/THE$20.1M0.05%779,037CommonSOLE
30161N101EXCEXELON CORPORATION$20.1M0.05%462,664CommonSOLE
90138F102TWLOTWILIO INC - A$20.1M0.05%161,402CommonSOLE
761152107RMDRESMED INC$19.8M0.05%76,584CommonSOLE
G98239109XPXP INC - CLASS A$19.7M0.05%976,218CommonSOLE
23918K108DVADAVITA INC$19.5M0.05%136,862CommonSOLE
941848103WATWATERS CORPORATION$19.4M0.04%55,647CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$19.4M0.04%67,439CommonSOLE
959802109WUWESTERN UN CO$19.4M0.04%2,299,974CommonSOLE
084423102WRBBERKLEY (WR) CORP$19.3M0.04%262,128CommonSOLE
833034101SNASNAP-ONINC.$19.2M0.04%61,556CommonSOLE
452327109ILMNILLUMINA INC.$19.1M0.04%200,142CommonSOLE
345370860FFORD MOTOR COMPANY$19.0M0.04%1,754,381CommonSOLE
778296103ROSTROSS STORES INC.$19.0M0.04%148,890CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HO$19.0M0.04%228,991CommonSOLE
871829107SYYSYSCO CORPORATION$18.9M0.04%248,950CommonSOLE
219350105GLWCORNING INC.$18.8M0.04%357,965CommonSOLE
11133T103BRBROADRIDGE FINANCIAL$18.6M0.04%76,604CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$18.6M0.04%485,462CommonSOLE
00846U101AAGILENT TECHNOLOGIES$18.5M0.04%156,936CommonSOLE
146869102CVNACARVANA CO$18.5M0.04%54,832CommonSOLE
929160109VMCVULCAN MATERIALS CO$18.3M0.04%70,278CommonSOLE
229663109CUBECUBESMART$18.3M0.04%429,738CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$18.2M0.04%160,247CommonNONE
650111107NYTNEW YORK TIMES CO$18.1M0.04%323,886CommonSOLE
866674104SUISUN COMMUNITIES INC$18.0M0.04%142,638CommonSOLE
631103108NDAQNASDAQ INC$18.0M0.04%201,684CommonSOLE
42809H107HESHESS CORPORATION$18.0M0.04%129,981CommonSOLE
464288638IGIBISHARES TRUST ISHARE$18.0M0.04%337,281CommonSOLE
031100100AMEAMETEK INC.$17.9M0.04%99,127CommonSOLE
443573100HUBSHUBSPOT INC$17.9M0.04%32,215CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE$17.9M0.04%73,706CommonSOLE
G3265R107APTVAPTIV PLC$17.8M0.04%260,824CommonSOLE
681919106OMCOMNICOM GROUP INC$17.5M0.04%243,708CommonSOLE
72352L106PINSPINTEREST INC-A$17.4M0.04%486,554CommonSOLE
H2906T109GRMNGARMIN LTD.$17.4M0.04%83,364CommonSOLE
237194105DRIDARDEN RESTAURANTS$17.3M0.04%79,345CommonSOLE
49177J102KVUEKENVUE INC$17.3M0.04%824,907CommonSOLE
744320102PRUPRUDENTIAL FINANCIAL$17.2M0.04%160,319CommonSOLE
09075V102BNTXBIONTECH SE-ADR$17.2M0.04%161,400CommonSOLE
337932107FEFIRSTENERGY CORP.$17.1M0.04%425,860CommonSOLE
316773100FITBFIFTH THIRD BANCORP$17.1M0.04%414,758CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE -A$17.0M0.04%1,237,121CommonSOLE
384109104GGGGRACO$16.9M0.04%196,693CommonSOLE
902494103TSNTYSON FOODS CL 'A'$16.9M0.04%302,080CommonSOLE
G96629103WTWWILLIS TOWERS WATSON$16.7M0.04%54,562CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$16.7M0.04%8,532CommonSOLE
92763W103VIPSVIPSHOP HLDGS LTD$16.7M0.04%1,108,743CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY$16.6M0.04%236,391CommonSOLE
023608102AEEAMEREN CORPORATION$16.5M0.04%171,997CommonSOLE
35137L105FOXAFOX CORP - CLASS A$16.3M0.04%291,344CommonSOLE
925652109VICIVICI PROPERTIES INC$16.3M0.04%500,501CommonSOLE
G0176J109ALLEALLEGION PLC$16.1M0.04%111,889CommonSOLE
165167735EXEEXPAND ENERGY CORP$16.0M0.04%136,932CommonSOLE
464287440IEFISHARES 7-10Y TR BD$16.0M0.04%167,129CommonSOLE
888787108TOSTTOAST INC-CLASS A$16.0M0.04%360,648CommonSOLE
29364G103ETRENTERGY CORP NEW$16.0M0.04%192,069CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNO$15.9M0.04%214,988CommonSOLE
526107107LIILENNOX INTL INC.$15.9M0.04%27,707CommonSOLE
03662Q105AKXANSYS INC.$15.9M0.04%45,198CommonSOLE
540424108LLOEWS CORP$15.8M0.04%172,792CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$15.8M0.04%198,426CommonSOLE
099724106BWABORGWARNER INC$15.6M0.04%465,664CommonSOLE
127097103CTRACOTERRA ENERGY INC$15.5M0.04%609,704CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$15.5M0.04%267,351CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$15.5M0.04%428,498CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$15.3M0.04%290,282CommonSOLE
58506Q109MEDPMEDPACE HOLDINGS INC$15.3M0.04%48,667CommonSOLE
444859102HUMHUMANA INC$15.1M0.03%61,664CommonSOLE
69370C100PTCPTC INC$15.1M0.03%87,462CommonSOLE
12514G108CDWCDW CORP/DE$15.1M0.03%84,356CommonSOLE
03990B101ARESARES MANAGEMENT LP$15.0M0.03%86,553CommonSOLE
453038408IMOIMPERIAL OIL LTD$14.9M0.03%188,006CommonSOLE
50212V100LPLALPL FINANCIAL HOLD$14.9M0.03%39,760CommonSOLE
754730109RJFRAYMOND JAMES FIN.$14.8M0.03%96,736CommonSOLE
464288646IGSBISHARES TRUST ISHARE$14.7M0.03%278,770CommonSOLE
26884L109EQTEQT CORPORATION$14.4M0.03%246,947CommonSOLE
464288281EMBISHARES JP MORGAN US$14.4M0.03%155,260CommonSOLE
464288513HYGISHARES IBOXX \ H/Y$14.3M0.03%177,020CommonSOLE
550021109LULULULULEMON ATHLETICA$14.2M0.03%59,758CommonSOLE
74834L100DGXQUEST DIAGNOSTICS$14.2M0.03%78,894CommonSOLE
45687V106IRINGERSOLL-RAND INC$14.2M0.03%170,349CommonSOLE
55261F104MTBM & T CORPORATION$14.1M0.03%72,842CommonSOLE
775711104ROLROLLINS INC$14.0M0.03%249,013CommonSOLE
268150109DTDYNATRACE INC$14.0M0.03%254,375CommonSOLE
98419M100XYLXYLEM INC.$13.8M0.03%106,892CommonSOLE
98980G102ZSZSCALER INC$13.7M0.03%43,728CommonSOLE
030420103AWKAMERICAN WATER WORKS$13.7M0.03%98,539CommonSOLE
30225T102EXREXTRA SPACE STORAGE$13.7M0.03%92,624CommonSOLE
294429105EFXEQUIFAX INC.$13.7M0.03%52,636CommonSOLE
29355A107ENPHENPHASE ENERGY INC$13.6M0.03%342,816CommonSOLE
59522J103MAAMID-AMERICA APRT COM$13.5M0.03%91,352CommonSOLE
29605J106ESABESAB CORPORATION$13.5M0.03%112,039CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$13.5M0.03%45,301CommonSOLE
48203R104JNPJUNIPER NETWORKS,INC$13.3M0.03%332,825CommonSOLE
690742101OCOWENS CORNING INC$13.3M0.03%96,586CommonSOLE
88557W101QFINQIFU TECHNOLOGY INC$13.3M0.03%305,974CommonSOLE
233331107DTEDTE ENERGY COMPANY$13.2M0.03%99,681CommonSOLE
90384S303ULTAULTA BEAUTY INC$13.2M0.03%28,178CommonSOLE
125896100CMSCMS ENERGY CORP$13.2M0.03%189,830CommonSOLE
205887102CAGCONAGRA BRANDS INC$13.1M0.03%641,304CommonSOLE
670346105NUENUCOR CORP$13.1M0.03%101,170CommonSOLE
440452100HRLHORMEL FOODS CORP.$13.1M0.03%433,160CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY H$13.0M0.03%89,776CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$12.9M0.03%12,188CommonSOLE
143658300CCL1EURCARNIVAL CORP$12.9M0.03%457,801CommonSOLE
277276101EGPEASTGROUP PPTYS INC$12.9M0.03%77,013CommonSOLE
26614N102DDDUPONT DE NEMOURS IN$12.9M0.03%187,418CommonSOLE
12532H104GIBCGI INC$12.9M0.03%122,313CommonNONE
302130109EXPDEXPEDITORS INTL WASH INC$12.8M0.03%112,139CommonSOLE
92338C103VLTOVERALTO CORP$12.8M0.03%126,646CommonSOLE
46284V101IRMIRON MOUNTAIN INC$12.7M0.03%124,233CommonSOLE
674599105OXYOCCIDENTAL PETROLEUM$12.7M0.03%301,676CommonSOLE
68622V106OGNORGANON & CO$12.7M0.03%1,306,930CommonSOLE
69351T106PPLPPL CORPORATION$12.6M0.03%372,442CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENC$12.6M0.03%100,026CommonSOLE
25754A201DPZDOMINOS PIZZA INC$12.4M0.03%27,454CommonSOLE
260003108DOVDOVER CORP$12.3M0.03%67,322CommonSOLE
25278X109FANGDIAMONDBACK ENERGY$12.3M0.03%89,723CommonSOLE
053484101AVBAVALONBAY COMM. INC.$12.3M0.03%60,569CommonSOLE
91529Y106UNMUNUM GROUP$12.3M0.03%152,493CommonSOLE
406216101HALHALLIBURTON CO.$12.3M0.03%601,756CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$12.2M0.03%61,578CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIE$12.1M0.03%74,001CommonSOLE
302941109FCNFTI CONSULTING, INC.$12.1M0.03%74,868CommonSOLE

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.