MondegarAI
ALLIANZ SE

Q2 2025 · 13F-HR

ALLIANZ SEholdings as filed

Filed 2025-08-08 · accession 0000950123-25-007335

$4.23B
Reported value
387
Positions
2025-06-30
Period end
View analyzed profile →PRO

The Brief · ALLIANZ SE · Q2 2025

AI · grounded in 13F

ALLIANZ SE established a new position in IVV valued at $983.7M. The fund also initiated new stakes in MSFT for $157.4M and NVDA for $145.1M. Additional new positions include AAPL at $122M and AMZN at $115.4M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$983.7M23.2%1,584,282CommonNONE
594918104MSFTMICROSOFT CORP$157.4M3.72%316,504CommonSOLE
67066G104NVDANVIDIA CORPORATION$145.1M3.43%918,300CommonSOLE
037833100AAPLAPPLE INC$122.0M2.88%594,477CommonSOLE
023135106AMZNAMAZON COM INC$115.4M2.73%525,922CommonSOLE
651639106NEMNEWMONT CORP$104.0M2.46%1,784,687CommonSOLE
46090E103QQQINVESCO QQQ TR$85.3M2.01%154,561CommonSOLE
02079K305GOOGLALPHABET INC$82.4M1.95%467,293CommonSOLE
02157E106ALTIALTI GLOBAL INC$80.2M1.89%19,318,581CommonSOLE
464285204IAUISHARES GOLD TR$72.0M1.70%1,154,291CommonNONE
464288257ACWIISHARES TR$67.6M1.60%525,698CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$60.5M1.43%97,949CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$60.3M1.42%207,993CommonSOLE
30303M102METAMETA PLATFORMS INC$58.8M1.39%79,609CommonSOLE
464286608EZUISHARES INC$55.9M1.32%940,326CommonNONE
92189F676SMHVANECK ETF TRUST$55.5M1.31%199,097CommonSOLE
11135F101AVGOBROADCOM INC$47.4M1.12%171,818CommonSOLE
06849F108BBARRICK MNG CORP$45.6M1.08%2,194,772CommonSOLE
025816109AXPAMERICAN EXPRESS CO$41.7M0.99%130,872CommonSOLE
02079K107GOOGALPHABET INC$40.9M0.97%230,760CommonSOLE
92826C839VVISA INC$39.8M0.94%112,143CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$37.2M0.88%66,267CommonSOLE
88160R101TSLATESLA INC$33.7M0.80%105,959CommonSOLE
532457108LLYELI LILLY & CO$31.6M0.75%40,499CommonSOLE
G54950103LINLINDE PLC$31.0M0.73%66,164CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$30.9M0.73%63,508CommonSOLE
718172109PMPHILIP MORRIS INTL INC$29.8M0.71%163,891CommonSOLE
92206C664VTWOVANGUARD SCOTTSDALE FDS$27.3M0.65%313,000CommonSOLE
64110L106NFLXNETFLIX INC$26.6M0.63%19,859CommonSOLE
464287457SHYISHARES TR$26.4M0.62%319,129CommonNONE
68389X105ORCLORACLE CORP$25.1M0.59%114,951CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$24.4M0.58%261,009CommonSOLE
254687106DISDISNEY WALT CO$23.5M0.55%189,323CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$23.1M0.55%74,049CommonSOLE
46138E370SPHBINVESCO EXCH TRADED FD TR II$21.8M0.52%223,509CommonSOLE
46434V464CRBNISHARES TR$21.0M0.50%99,015CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$20.7M0.49%20,949CommonSOLE
478160104JNJJOHNSON & JOHNSON$20.3M0.48%133,221CommonSOLE
00214Q104ARKKARK ETF TR$19.0M0.45%269,802CommonSOLE
580135101MCDMCDONALDS CORP$18.8M0.44%64,408CommonSOLE
931142103WMTWALMART INC$18.6M0.44%189,744CommonSOLE
149123101CATCATERPILLAR INC$18.5M0.44%47,764CommonSOLE
464287234EEMISHARES TR$18.1M0.43%374,750CommonNONE
717081103PFEPFIZER INC$17.8M0.42%734,856CommonSOLE
00287Y109ABBVABBVIE INC$17.6M0.42%95,051CommonSOLE
747525103QCOMQUALCOMM INC$17.1M0.40%107,616CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$17.1M0.40%346,097CommonSOLE
17275R102CSCOCISCO SYS INC$16.8M0.40%242,237CommonSOLE
949746101WMT2WELLS FARGO CO NEW$16.6M0.39%206,925CommonSOLE
742718109PGPROCTER AND GAMBLE CO$16.6M0.39%104,039CommonSOLE
N3167Y103RACEFERRARI N V$15.9M0.38%32,471CommonSOLE
060505104BACBANK AMERICA CORP$15.7M0.37%332,835CommonSOLE
002824100ABTABBOTT LABS$14.9M0.35%109,724CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$14.8M0.35%20,950CommonSOLE
31428X106FDXFEDEX CORP$14.8M0.35%65,201CommonSOLE
79466L302CRMSALESFORCE INC$14.6M0.35%53,555CommonSOLE
172908105CTASCINTAS CORP$14.6M0.34%65,368CommonSOLE
464287184FXIISHARES TR$14.4M0.34%392,373CommonNONE
437076102HDHOME DEPOT INC$14.0M0.33%38,075CommonSOLE
78468R796SPYXSPDR SERIES TRUST$13.9M0.33%273,508CommonNONE
65339F101NEENEXTERA ENERGY INC$13.3M0.31%191,541CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$13.2M0.31%59,579CommonSOLE
29250N105ENBENBRIDGE INC$12.5M0.30%277,000CommonSOLE
369604301GEGE AEROSPACE$12.2M0.29%47,492CommonSOLE
464286657BKFISHARES INC$12.1M0.29%292,052CommonNONE
617446448MSMORGAN STANLEY$12.1M0.28%85,567CommonSOLE
172967424CCITIGROUP INC$12.0M0.28%141,262CommonSOLE
191216100KOCOCA COLA CO$11.7M0.28%165,057CommonSOLE
09290D101BLKBLACKROCK INC$11.7M0.28%11,119CommonSOLE
872590104TMUST-MOBILE US INC$11.6M0.27%48,711CommonSOLE
461202103INTUINTUIT$11.6M0.27%14,727CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$11.4M0.27%80,129CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$11.3M0.27%20,780CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$11.1M0.26%37,807CommonSOLE
291011104EMREMERSON ELEC CO$11.0M0.26%82,658CommonSOLE
031162100AMGNAMGEN INC$10.7M0.25%38,306CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$10.7M0.25%23,935CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$10.5M0.25%77,185CommonSOLE
94106L109WMWASTE MGMT INC DEL$10.5M0.25%45,855CommonSOLE
464288224ICLNISHARES TR$10.0M0.24%761,908CommonNONE
464286178GHYGISHARES INC$9.8M0.23%211,863CommonNONE
00206R102TAT&T INC$9.8M0.23%338,198CommonSOLE
032654105ADIANALOG DEVICES INC$9.6M0.23%40,484CommonSOLE
H1467J104CBCHUBB LIMITED$9.5M0.22%32,720CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$9.5M0.22%79,591CommonSOLE
654106103NKENIKE INC$9.3M0.22%130,874CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$9.3M0.22%108,378CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$9.3M0.22%30,000CommonSOLE
427866108HSYHERSHEY CO$9.3M0.22%55,741CommonSOLE
25809K105DASHDOORDASH INC$9.2M0.22%37,300CommonSOLE
816851109SRESEMPRA$9.2M0.22%121,190CommonSOLE
00724F101ADBEADOBE INC$9.0M0.21%23,171CommonSOLE
244199105DEDEERE & CO$8.9M0.21%17,431CommonSOLE
78409V104SPGIS&P GLOBAL INC$8.8M0.21%16,757CommonSOLE
81141R100SESEA LTD$8.7M0.21%54,510CommonSOLE
59156R108METMETLIFE INC$8.7M0.21%108,264CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$8.7M0.21%95,665CommonSOLE
053332102AZOAUTOZONE INC$8.5M0.20%2,289CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$8.3M0.20%90,875CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$8.3M0.20%51,425CommonSOLE
125523100CITHE CIGNA GROUP$8.3M0.20%24,989CommonSOLE
58933Y105MRKMERCK & CO INC$8.2M0.19%104,083CommonSOLE
548661107LOWLOWES COS INC$8.2M0.19%37,096CommonSOLE
75513E101RTXRTX CORPORATION$8.2M0.19%56,272CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$8.1M0.19%187,060CommonSOLE
609207105MDLZMONDELEZ INTL INC$8.0M0.19%118,446CommonSOLE
443201108HWMHOWMET AEROSPACE INC$7.7M0.18%41,421CommonSOLE
922908363VOOVANGUARD INDEX FDS$7.7M0.18%13,500CommonSOLE
46434G103IEMGISHARES INC$7.5M0.18%125,050CommonNONE
81762P102NOWSERVICENOW INC$7.4M0.18%7,245CommonSOLE
87807B107TRPTC ENERGY CORP$7.4M0.18%152,807CommonSOLE
907818108UNPUNION PAC CORP$7.3M0.17%31,707CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$7.1M0.17%23,785CommonSOLE
82509L107SHOPSHOPIFY INC$7.0M0.16%60,580CommonSOLE
G5960L103MDTMEDTRONIC PLC$6.9M0.16%79,713CommonSOLE
235851102DHRDANAHER CORPORATION$6.9M0.16%34,955CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$6.9M0.16%68,087CommonSOLE
30161N101EXCEXELON CORP$6.9M0.16%158,015CommonSOLE
78464A755XMESPDR SERIES TRUST$6.8M0.16%101,070CommonNONE
78468R556XOPSPDR SERIES TRUST$6.4M0.15%51,025CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$6.4M0.15%19,774CommonSOLE
126408103CSXCSX CORP$6.3M0.15%193,239CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$6.2M0.15%15,352CommonSOLE
20030N101CMCSACOMCAST CORP NEW$6.2M0.15%173,313CommonSOLE
595112103MUMICRON TECHNOLOGY INC$6.1M0.14%49,530CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$6.1M0.14%11,945CommonSOLE
58733R102MELIMERCADOLIBRE INC$5.8M0.14%2,227CommonSOLE
713448108PEPPEPSICO INC$5.8M0.14%43,636CommonSOLE
74340W103PLDPROLOGIS INC.$5.8M0.14%54,777CommonSOLE
92189F106GDXVANECK ETF TRUST$5.6M0.13%107,760CommonNONE
036752103ELVELEVANCE HEALTH INC$5.4M0.13%13,838CommonSOLE
126650100CVSCVS HEALTH CORP$5.3M0.13%77,377CommonSOLE
30231G102XOMEXXON MOBIL CORP$5.3M0.13%49,360CommonSOLE
46137V134PBWINVESCO EXCHANGE TRADED FD T$5.3M0.12%264,068CommonNONE
464288570DSIISHARES TR$5.3M0.12%45,284CommonNONE
852234103XYZBLOCK INC$5.2M0.12%77,000CommonSOLE
615369105MCOMOODYS CORP$5.1M0.12%10,090CommonSOLE
252131107DXCMDEXCOM INC$4.5M0.11%52,061CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$4.5M0.11%19,934CommonSOLE
22160N109CSGPCOSTAR GROUP INC$4.5M0.11%56,052CommonSOLE
482480100KLACKLA CORP$4.5M0.11%5,025CommonSOLE
040413205ANETARISTA NETWORKS INC$4.4M0.10%43,276CommonSOLE
047649108ATKRATKORE INC$4.4M0.10%62,273CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$4.4M0.10%94,623CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$4.2M0.10%28,611CommonSOLE
893641100TDGTRANSDIGM GROUP INC$3.9M0.09%2,594CommonSOLE
N3168P101FERFERROVIAL SE$3.9M0.09%72,703CommonSOLE
032095101APHAMPHENOL CORP NEW$3.7M0.09%37,760CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$3.5M0.08%38,779CommonSOLE
12504L109CBRECBRE GROUP INC$3.5M0.08%25,094CommonSOLE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$3.5M0.08%255,000CommonSOLE
444859102HUMHUMANA INC$3.4M0.08%13,960CommonSOLE
86562M209SMFGSUMITOMO MITSUI FINL GROUP I$3.3M0.08%220,000CommonSOLE
60687Y109MFGMIZUHO FINANCIAL GROUP INC$3.3M0.08%590,000CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$3.2M0.08%28,015CommonNONE
871607107SNPSSYNOPSYS INC$3.1M0.07%5,969CommonSOLE
384802104GWWGRAINGER W W INC$3.0M0.07%2,925CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$3.0M0.07%40,694CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$3.0M0.07%52,570CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$2.9M0.07%76,387CommonSOLE
03831W108APPAPPLOVIN CORP$2.9M0.07%8,308CommonSOLE
855244109SBUXSTARBUCKS CORP$2.9M0.07%31,480CommonSOLE
294429105EFXEQUIFAX INC$2.8M0.07%10,960CommonSOLE
72352L106PINSPINTEREST INC$2.8M0.07%78,197CommonSOLE
166764100CVXCHEVRON CORP NEW$2.7M0.06%18,722CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$2.6M0.06%29,000CommonSOLE
55354G100MSCIMSCI INC$2.6M0.06%4,575CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$2.5M0.06%45,000CommonSOLE
049560105ATOATMOS ENERGY CORP$2.5M0.06%15,985CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$2.5M0.06%35,832CommonSOLE
693718108PCARPACCAR INC$2.4M0.06%25,741CommonSOLE
351858105FNVFRANCO NEV CORP$2.4M0.06%14,933CommonNONE
217204106CPRTCOPART INC$2.4M0.06%49,180CommonSOLE
011532108AGIALAMOS GOLD INC NEW$2.4M0.06%65,561CommonSOLE
45687V106IRINGERSOLL RAND INC$2.4M0.06%28,545CommonSOLE
03662Q105AKXANSYS INC$2.4M0.06%6,741CommonSOLE
62944T105NVRNVR INC$2.3M0.05%309CommonSOLE
458140100INTCINTEL CORP$2.1M0.05%94,900CommonSOLE
98419M100XYLXYLEM INC$2.1M0.05%16,423CommonSOLE
929160109VMCVULCAN MATLS CO$2.1M0.05%8,023CommonSOLE
61945C103MOSMOSAIC CO NEW$2.1M0.05%56,800CommonSOLE
92343E102VRSNVERISIGN INC$2.0M0.05%6,922CommonSOLE
N20944109CNHCNH INDL N V$2.0M0.05%154,100CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$1.9M0.05%8,831CommonSOLE
22052L104CTVACORTEVA INC$1.9M0.05%25,804CommonSOLE
857477103STTSTATE STR CORP$1.9M0.05%18,073CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$1.9M0.04%5,733CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$1.9M0.04%18,312CommonNONE
988498101YUMYUM BRANDS INC$1.9M0.04%12,585CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$1.8M0.04%3,602CommonSOLE
G87052109TELTE CONNECTIVITY PLC$1.8M0.04%10,822CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$1.8M0.04%8,883CommonSOLE
464286400EWZISHARES INC$1.7M0.04%59,851CommonNONE
64110D104NTAPNETAPP INC$1.7M0.04%16,112CommonSOLE
260003108DOVDOVER CORP$1.7M0.04%9,265CommonSOLE
704326107PAYXPAYCHEX INC$1.7M0.04%11,527CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$1.6M0.04%31,250CommonSOLE
722304102PDDPDD HOLDINGS INC$1.6M0.04%15,274CommonNONE
30040W108ESEVERSOURCE ENERGY$1.6M0.04%24,584CommonSOLE
806857108SLBSCHLUMBERGER LTD$1.5M0.04%45,454CommonNONE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$1.5M0.03%8,934CommonSOLE
831865209AOSSMITH A O CORP$1.4M0.03%21,416CommonSOLE
871829107SYYSYSCO CORP$1.3M0.03%17,756CommonSOLE
693506107PPGPPG INDS INC$1.3M0.03%11,705CommonSOLE
N82405106STLASTELLANTIS N.V$1.3M0.03%132,653CommonSOLE
88579Y101MMM3M CO$1.3M0.03%8,519CommonSOLE
95040Q104WELLWELLTOWER INC$1.3M0.03%8,250CommonSOLE
075887109BDXBECTON DICKINSON & CO$1.2M0.03%7,241CommonSOLE
48251W104KKRKKR & CO INC$1.2M0.03%8,960CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$1.2M0.03%11,220CommonSOLE
438516106HONHONEYWELL INTL INC$1.2M0.03%4,960CommonSOLE
863667101SYKSTRYKER CORPORATION$1.1M0.03%2,860CommonSOLE
92276F100VTRVENTAS INC$1.1M0.03%17,750CommonSOLE
02209S103MOALTRIA GROUP INC$1.0M0.02%17,515CommonSOLE
D18190898DBDEUTSCHE BANK A G$1.0M0.02%35,000CommonSOLE
097023105BABOEING CO$1.0M0.02%4,844CommonSOLE
571903202MARMARRIOTT INTL INC NEW$1.0M0.02%3,690CommonSOLE
001055102AFLAFLAC INC$968,1230.02%9,180CommonSOLE
46429B655FLOTISHARES TR$966,2170.02%18,938CommonNONE
21873S108CRWVCOREWEAVE INC$925,8550.02%5,678CommonSOLE
679295105OKTAOKTA INC$916,7250.02%9,170CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$872,7880.02%6,770CommonSOLE
N72482206QGENQIAGEN NV$866,8380.02%18,164CommonSOLE
G29183103ETNEATON CORP PLC$863,2020.02%2,418CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$857,6150.02%3,220CommonSOLE
858119100STLDSTEEL DYNAMICS INC$816,7040.02%6,380CommonSOLE
835699307SONYSONY GROUP CORP$780,9000.02%30,000CommonSOLE
40412C101HCAHCA HEALTHCARE INC$760,4540.02%1,985CommonSOLE
L1995B107CAAPCORPORACION AMER ARPTS S A$737,8690.02%36,420CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$726,4850.02%2,320CommonSOLE
36870W100GNTAGENENTA SCIENCE S P A$712,6820.02%234,050CommonSOLE
370334104GISGENERAL MLS INC$683,8920.02%13,200CommonSOLE
55024U109LITELUMENTUM HLDGS INC$665,4200.02%7,000CommonSOLE
16411R208LNGCHENIERE ENERGY INC$642,8930.02%2,640CommonSOLE
T9224W109STVNSTEVANATO GROUP S P A$636,4020.02%26,050CommonSOLE
25746U109DDOMINION ENERGY INC$628,5020.01%11,120CommonSOLE
09075V102BNTXBIONTECH SE$626,0440.01%5,880CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$615,3000.01%14,220CommonSOLE
038222105AMATAPPLIED MATLS INC$591,3160.01%3,230CommonSOLE
902494103TSNTYSON FOODS INC$553,0230.01%9,886CommonNONE
501044101KRKROGER CO$545,6500.01%7,607CommonNONE
46266C105IQVIQVIA HLDGS INC$534,2300.01%3,390CommonSOLE
72147K108PPCPILGRIMS PRIDE CORP$533,1030.01%11,852CommonNONE
056752108BIDUBAIDU INC$524,5940.01%6,117CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$517,0440.01%6,957CommonSOLE
046353108AZNNASTRAZENECA PLC$504,4640.01%7,219CommonNONE
71377A103PFGCPERFORMANCE FOOD GROUP CO$489,1320.01%5,592CommonNONE
22822V101CCICROWN CASTLE INC$486,9400.01%4,740CommonSOLE
594972408MSTRMICROSTRATEGY INC$481,0340.01%1,190CommonSOLE
440452100HRLHORMEL FOODS CORP$478,4640.01%15,817CommonNONE
832696405SJMSMUCKER J M CO$477,9390.01%4,867CommonNONE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$463,6000.01%5,000CommonSOLE
98978V103ZTSZOETIS INC$455,8420.01%2,923CommonNONE
278865100ECLECOLAB INC$454,2760.01%1,686CommonNONE
H11356104BGBUNGE GLOBAL SA$448,6850.01%5,589CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$434,1930.01%75CommonSOLE
20825C104COPCONOCOPHILLIPS$425,5470.01%4,742CommonSOLE
743315103PGRPROGRESSIVE CORP$412,8320.01%1,547CommonSOLE
20441A102SBSCOMPANHIA DE SANEAMENTO BASI$409,7190.01%18,649CommonNONE
15643U104LEUCENTRUS ENERGY CORP$399,3320.01%2,180CommonNONE
47233W109JEFJEFFERIES FINL GROUP INC$378,4000.01%6,919CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$371,5200.01%4,800CommonSOLE
267475101DYDYCOM INDS INC$366,5850.01%1,500CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$350,1420.01%1,608CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$346,9400.01%2,494CommonNONE
14040H105COFCAPITAL ONE FINL CORP$342,5440.01%1,610CommonSOLE
670346105NUENUCOR CORP$341,9860.01%2,640CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$338,8740.01%2,639CommonNONE
110448107BTIBRITISH AMERN TOB PLC$337,1320.01%7,123CommonNONE
512807306LRCXLAM RESEARCH CORP$336,7960.01%3,460CommonSOLE
29670G102WTRGESSENTIAL UTILS INC$335,6340.01%9,037CommonNONE
518439104ELLAUDER ESTEE COS INC$331,2800.01%4,100CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$322,4090.01%3,830CommonSOLE
767204100RIORIO TINTO PLC$322,1570.01%5,523CommonNONE
745867101PHMPULTE GROUP INC$320,5980.01%3,040CommonSOLE
34354P105FLSFLOWSERVE CORP$307,4520.01%5,873CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$297,5260.01%2,770CommonSOLE
056525108BMIBADGER METER INC$296,8790.01%1,212CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$295,3870.01%1,610CommonSOLE
920253101VMIVALMONT INDS INC$295,2190.01%904CommonNONE
281020107EIXEDISON INTL$292,0560.01%5,660CommonSOLE
98983L108ZWSZURN ELKAY WATER SOLNS CORP$289,8900.01%7,927CommonNONE
574599106MASMASCO CORP$288,8480.01%4,488CommonNONE
26875P101EOGEOG RES INC$288,2600.01%2,410CommonSOLE
653656108NICENICE LTD$287,1470.01%1,700CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$284,8160.01%700CommonSOLE
G7S00T104PNRPENTAIR PLC$277,6950.01%2,705CommonNONE
941848103WATWATERS CORP$277,4870.01%795CommonNONE
942749102WTSWATTS WATER TECHNOLOGIES INC$275,3970.01%1,120CommonNONE
776696106ROPROPER TECHNOLOGIES INC$274,9170.01%485CommonNONE
406216101HALHALLIBURTON CO$267,1820.01%13,110CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$252,5220.01%460CommonSOLE
09260D107BXBLACKSTONE INC$246,8070.01%1,650CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$235,5650.01%970CommonSOLE
922908744VTVVANGUARD INDEX FDS$234,0040.01%1,324CommonNONE
58155Q103MCKMCKESSON CORP$227,1620.01%310CommonSOLE
29476L107EQREQUITY RESIDENTIAL$222,7170.01%3,300CommonSOLE
009158106APDAIR PRODS & CHEMS INC$220,0070.01%780CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$204,7760.00%800CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$202,5350.00%1,652CommonNONE
278642103EBAYEBAY INC.$201,0420.00%2,700CommonSOLE
833445109SNOWSNOWFLAKE INC$199,1550.00%890CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$196,5880.00%1,666CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$194,7430.00%2,490CommonSOLE
404280406HSBCHSBC HLDGS PLC$189,9690.00%3,125CommonNONE
46428Q109SLVISHARES SILVER TR$189,9040.00%5,788CommonNONE
74435K204PUKPRUDENTIAL PLC$188,6760.00%7,541CommonNONE
47215P106JDJD.COM INC$182,8170.00%5,601CommonNONE
744320102PRUPRUDENTIAL FINL INC$177,2760.00%1,650CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$174,1390.00%2,780CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$170,2440.00%1,200CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$162,9780.00%465CommonNONE
380237107GDDYGODADDY INC$162,0540.00%900CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$158,4570.00%850CommonSOLE
464287655IWMISHARES TR$152,9950.00%709CommonNONE
464288240ACWXISHARES TR$150,9480.00%2,477CommonNONE
761152107RMDRESMED INC$150,6720.00%584CommonNONE
H01301128ALCALCON AG$149,9300.00%1,700CommonSOLE
209115104EDCONSOLIDATED EDISON INC$146,5110.00%1,460CommonSOLE
464286327SLVPISHARES INC$143,6380.00%8,065CommonNONE
29355A107ENPHENPHASE ENERGY INC$138,8540.00%3,502CommonNONE
464286822EWWISHARES INC$135,1700.00%2,232CommonNONE
513272104LWLAMB WESTON HLDGS INC$129,6250.00%2,500CommonSOLE
89677Q107TCOMTRIP COM GROUP LTD$123,3790.00%2,104CommonNONE
577081102MATMATTEL INC$120,2920.00%6,100CommonSOLE
H42097107UBSUBS GROUP AG$119,4800.00%3,542CommonSOLE
922908736VUGVANGUARD INDEX FDS$119,2450.00%272CommonNONE
60770K107MRNAMODERNA INC$101,5310.00%3,680CommonSOLE
369550108GDGENERAL DYNAMICS CORP$99,1640.00%340CommonSOLE
882508104TXNTEXAS INSTRS INC$89,2770.00%430CommonSOLE
462222100IONSIONIS PHARMACEUTICALS INC$82,9710.00%2,100CommonSOLE
H2927K103AMRZAMRIZE LTD$80,0580.00%1,610CommonSOLE
921910816MGKVANGUARD WORLD FD$79,0930.00%216CommonNONE
46434G822EWJISHARES INC$75,7200.00%1,010CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$74,6540.00%560CommonNONE
784730103SSRMSSR MINING IN$70,3660.00%4,051CommonNONE
46436E361IBLCISHARES TR$64,6330.00%1,646CommonNONE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$64,1940.00%1,382CommonNONE
88339J105TTDTHE TRADE DESK INC$60,4720.00%840CommonNONE
922908751VBVANGUARD INDEX FDS$58,0600.00%245CommonNONE
088606108BHPBHP GROUP LTD$49,8690.00%1,037CommonNONE
375558103GILDGILEAD SCIENCES INC$47,6740.00%430CommonSOLE
G4124C109GRABGRAB HOLDINGS LIMITED$47,0810.00%9,360CommonSOLE
464286749EWLISHARES INC$41,3820.00%755CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$39,8460.00%290CommonNONE
13321L108CCJCAMECO CORP$39,2730.00%388CommonNONE
922908512VOEVANGUARD INDEX FDS$38,9770.00%237CommonNONE
464288679SHVISHARES TR$38,5370.00%349CommonNONE
36118L106FUTUFUTU HLDGS LTD$35,8410.00%290CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$35,6560.00%430CommonNONE
90138F102TWLOTWILIO INC$34,5720.00%278CommonNONE
496902404KGCKINROSS GOLD CORP$32,9530.00%1,550CommonNONE
516544103LNTHLANTHEUS HLDGS INC$31,5980.00%386CommonNONE
464287523SOXXISHARES TR$30,5540.00%128CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$25,9250.00%350CommonNONE
57060D108MKTXMARKETAXESS HLDGS INC$25,9070.00%116CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$25,3790.00%124CommonNONE
922042874VGKVANGUARD INTL EQUITY INDEX F$24,8780.00%321CommonNONE
464287762IYHISHARES TR$24,0040.00%425CommonNONE
670100205NVONOVO-NORDISK A S$23,4670.00%340CommonNONE
77543R102ROKUROKU INC$22,4120.00%255CommonNONE
227046109CROXCROCS INC$18,9390.00%187CommonNONE
012653101ALBALBEMARLE CORP$18,8010.00%300CommonNONE
76655K103RGTIRIGETTI COMPUTING INC$17,7900.00%1,500CommonNONE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$17,1780.00%840CommonNONE
780287108RGLDROYAL GOLD INC$16,3610.00%92CommonNONE
487836108KKELLANOVA$15,6670.00%197CommonNONE
92556V106VTRSVIATRIS INC$14,4040.00%1,613CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$12,9390.00%772CommonNONE
42809H107HESHESS CORP$12,1920.00%88CommonNONE
03073E105CORCENCORA INC$11,6940.00%39CommonNONE
30212P303EXPEEXPEDIA GROUP INC$11,4700.00%68CommonNONE
921910840MGVVANGUARD WORLD FD$11,4140.00%87CommonNONE
247361702DALDELTA AIR LINES INC DEL$10,5250.00%214CommonNONE
83417M104SEDGSOLAREDGE TECHNOLOGIES INC$9,0580.00%444CommonNONE
058498106BALLBALL CORP$9,0300.00%161CommonNONE
37637K108GTLBGITLAB INC$9,0220.00%200CommonNONE
142339100CSLCARLISLE COS INC$8,9620.00%24CommonNONE
60741F104MBLYMOBILEYE GLOBAL INC$7,8750.00%438CommonNONE
91913Y100VLOVALERO ENERGY CORP$7,6620.00%57CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$7,5300.00%94CommonNONE
368736104GNRCGENERAC HLDGS INC$7,4470.00%52CommonNONE
92204A405VFHVANGUARD WORLD FD$5,8560.00%46CommonNONE
46429B671MCHIISHARES TR$5,6200.00%102CommonNONE
98980L101ZNGAZOOM COMMUNICATIONS INC$2,4170.00%31CommonNONE
92942W107KLGWK KELLOGG CO$7810.00%49CommonNONE
N2451R105CVACCUREVAC N V$4890.00%90CommonNONE

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.