MondegarAI
Siemens Fonds Invest GmbH

Q2 2025 · 13F-HR

Siemens Fonds Invest GmbHholdings as filed

Filed 2025-08-14 · accession 0000950123-25-008007

$1.70B
Reported value
556
Positions
2025-06-30
Period end
View analyzed profile →PRO

The Brief · Siemens Fonds Invest GmbH · Q2 2025

AI · grounded in 13F

Siemens Fonds Invest GmbH established a new position in MSFT valued at $120.2M. The fund also initiated new stakes in NVDA for $111M and AAPL for $95.1M. Additional new positions include AMZN, META, and GOOGL. The fund currently manages $1.7B in total assets across 556 positions.

Holdings as filed

First 500 of 556

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$120.2M7.06%241,714CommonSOLE
67066G104NVDANVIDIA CORPORATION$111.0M6.52%702,679CommonSOLE
037833100AAPLAPPLE INC$95.1M5.59%463,564CommonSOLE
023135106AMZNAMAZON COM INC$60.5M3.56%275,973CommonSOLE
30303M102METAMETA PLATFORMS INC$49.6M2.91%67,142CommonSOLE
02079K305GOOGLALPHABET INC$40.7M2.39%231,066CommonSOLE
11135F101AVGOBROADCOM INC$39.9M2.34%144,593CommonSOLE
02079K107GOOGALPHABET INC$28.8M1.69%162,308CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$24.5M1.44%84,679CommonSOLE
88160R101TSLATESLA INC$21.3M1.25%66,988CommonSOLE
92826C839VVISA INC$21.1M1.24%59,491CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$17.3M1.02%17,499CommonSOLE
64110L106NFLXNETFLIX INC$17.1M1.01%12,781CommonSOLE
532457108LLYELI LILLY & CO$15.8M0.93%20,247CommonSOLE
17275R102CSCOCISCO SYS INC$14.4M0.84%207,234CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$14.3M0.84%25,458CommonSOLE
68389X105ORCLORACLE CORP$14.1M0.83%64,370CommonSOLE
931142103WMTWALMART INC$13.5M0.79%137,723CommonSOLE
478160104JNJJOHNSON & JOHNSON$13.2M0.77%86,164CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$11.7M0.69%24,151CommonSOLE
00287Y109ABBVABBVIE INC$11.6M0.68%62,556CommonSOLE
742718109PGPROCTER AND GAMBLE CO$11.2M0.66%70,093CommonSOLE
G54950103LINLINDE PLC$11.1M0.65%23,709CommonSOLE
882508104TXNTEXAS INSTRS INC$10.3M0.60%49,530CommonSOLE
461202103INTUINTUIT$9.9M0.58%12,557CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$9.6M0.57%30,913CommonSOLE
060505104BACBANK AMERICA CORP$9.6M0.57%203,526CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$9.6M0.56%70,220CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$9.4M0.55%17,343CommonSOLE
437076102HDHOME DEPOT INC$9.3M0.54%25,274CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$9.2M0.54%30,779CommonSOLE
191216100KOCOCA COLA CO$8.8M0.52%125,039CommonSOLE
747525103QCOMQUALCOMM INC$8.7M0.51%54,827CommonSOLE
002824100ABTABBOTT LABS$8.4M0.49%61,858CommonSOLE
031162100AMGNAMGEN INC$8.3M0.49%29,774CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$8.1M0.47%1,391CommonSOLE
949746101WMT2WELLS FARGO CO NEW$8.0M0.47%100,454CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$8.0M0.47%56,169CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$7.8M0.46%35,764CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$7.7M0.45%24,989CommonSOLE
580135101MCDMCDONALDS CORP$7.7M0.45%26,186CommonSOLE
58933Y105MRKMERCK & CO INC$7.5M0.44%95,109CommonSOLE
H1467J104CBCHUBB LIMITED$7.4M0.44%25,667CommonSOLE
872590104TMUST-MOBILE US INC$7.3M0.43%30,461CommonSOLE
025816109AXPAMERICAN EXPRESS CO$7.2M0.42%22,576CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$7.2M0.42%24,369CommonSOLE
713448108PEPPEPSICO INC$7.1M0.41%53,446CommonSOLE
65339F101NEENEXTERA ENERGY INC$7.0M0.41%100,190CommonSOLE
79466L302CRMSALESFORCE INC$6.9M0.40%25,271CommonSOLE
00724F101ADBEADOBE INC$6.8M0.40%17,625CommonSOLE
291011104EMREMERSON ELEC CO$6.8M0.40%51,038CommonSOLE
81762P102NOWSERVICENOW INC$6.6M0.38%6,372CommonSOLE
032095101APHAMPHENOL CORP NEW$6.5M0.38%65,933CommonSOLE
149123101CATCATERPILLAR INC$6.5M0.38%16,703CommonSOLE
743315103PGRPROGRESSIVE CORP$6.5M0.38%24,212CommonSOLE
254687106DISDISNEY WALT CO$6.4M0.38%51,814CommonSOLE
N72482206QGENQIAGEN NV$6.4M0.38%133,062CommonSOLE
038222105AMATAPPLIED MATLS INC$6.4M0.37%34,703CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$6.3M0.37%8,959CommonSOLE
244199105DEDEERE & CO$6.2M0.37%12,289CommonSOLE
512807306LRCXLAM RESEARCH CORP$6.1M0.36%62,529CommonSOLE
863667101SYKSTRYKER CORPORATION$6.1M0.36%15,372CommonSOLE
94106L109WMWASTE MGMT INC DEL$6.0M0.35%26,210CommonSOLE
375558103GILDGILEAD SCIENCES INC$5.9M0.35%53,295CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$5.7M0.33%62,379CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$5.6M0.33%59,596CommonSOLE
58733R102MELIMERCADOLIBRE INC$5.6M0.33%2,126CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$5.5M0.32%51,489CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$5.5M0.32%13,571CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$5.5M0.32%126,656CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$5.5M0.32%26,692CommonSOLE
717081103PFEPFIZER INC$5.4M0.32%222,037CommonSOLE
595112103MUMICRON TECHNOLOGY INC$5.3M0.31%43,220CommonSOLE
00206R102TAT&T INC$5.3M0.31%181,487CommonSOLE
704326107PAYXPAYCHEX INC$5.2M0.31%36,037CommonSOLE
617446448MSMORGAN STANLEY$5.2M0.31%37,208CommonSOLE
482480100KLACKLA CORP$5.2M0.31%5,819CommonSOLE
20030N101CMCSACOMCAST CORP NEW$5.2M0.30%144,905CommonSOLE
78409V104SPGIS&P GLOBAL INC$5.2M0.30%9,769CommonSOLE
G5960L103MDTMEDTRONIC PLC$5.1M0.30%58,532CommonSOLE
872540109TJXTJX COS INC NEW$5.0M0.30%40,846CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$5.0M0.30%22,821CommonSOLE
172967424CCITIGROUP INC$5.0M0.29%58,698CommonSOLE
036752103ELVELEVANCE HEALTH INC$5.0M0.29%12,827CommonSOLE
032654105ADIANALOG DEVICES INC$4.9M0.29%20,550CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$4.9M0.29%10,915CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$4.8M0.28%25,918CommonSOLE
172908105CTASCINTAS CORP$4.8M0.28%21,651CommonSOLE
126650100CVSCVS HEALTH CORP$4.7M0.28%68,599CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$4.6M0.27%9,109CommonSOLE
001055102AFLAFLAC INC$4.6M0.27%43,874CommonSOLE
N82405106STLASTELLANTIS N.V$4.6M0.27%462,115CommonSOLE
36828A101GEVGE VERNOVA INC$4.6M0.27%8,637CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$4.5M0.26%14,587CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$4.5M0.26%15,298CommonSOLE
09290D101BLKBLACKROCK INC$4.5M0.26%4,254CommonSOLE
654106103NKENIKE INC$4.4M0.26%62,367CommonSOLE
040413205ANETARISTA NETWORKS INC$4.4M0.26%43,003CommonSOLE
760759100RSGREPUBLIC SVCS INC$4.4M0.26%17,658CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$4.4M0.26%9,948CommonSOLE
09260D107BXBLACKSTONE INC$4.3M0.25%28,779CommonSOLE
631103108NDAQNASDAQ INC$4.3M0.25%47,999CommonSOLE
907818108UNPUNION PAC CORP$4.3M0.25%18,506CommonSOLE
34959E109FTNTFORTINET INC$4.2M0.25%39,632CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$4.2M0.25%27,284CommonSOLE
235851102DHRDANAHER CORPORATION$4.2M0.25%21,151CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$4.1M0.24%17,749CommonSOLE
855244109SBUXSTARBUCKS CORP$4.1M0.24%44,868CommonSOLE
871607107SNPSSYNOPSYS INC$4.1M0.24%7,965CommonSOLE
H2906T109GRMNGARMIN LTD$4.1M0.24%19,487CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$4.1M0.24%22,105CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$4.0M0.23%14,927CommonSOLE
G29183103ETNEATON CORP PLC$4.0M0.23%11,151CommonSOLE
548661107LOWLOWES COS INC$3.9M0.23%17,689CommonSOLE
609207105MDLZMONDELEZ INTL INC$3.9M0.23%57,221CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$3.8M0.22%37,329CommonSOLE
337738108FISVFISERV INC$3.7M0.22%21,589CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$3.7M0.22%16,959CommonSOLE
125523100CITHE CIGNA GROUP$3.6M0.21%11,021CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$3.6M0.21%11,237CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$3.6M0.21%48,397CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$3.5M0.21%75,814CommonSOLE
458140100INTCINTEL CORP$3.5M0.20%155,461CommonSOLE
12572Q105CMECME GROUP INC$3.4M0.20%12,489CommonSOLE
988498101YUMYUM BRANDS INC$3.4M0.20%23,075CommonSOLE
48251W104KKRKKR & CO INC$3.4M0.20%25,701CommonSOLE
701094104PHPARKER-HANNIFIN CORP$3.4M0.20%4,854CommonSOLE
615369105MCOMOODYS CORP$3.4M0.20%6,733CommonSOLE
74340W103PLDPROLOGIS INC.$3.3M0.19%31,452CommonSOLE
46284V101IRMIRON MTN INC DEL$3.3M0.19%31,945CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$3.3M0.19%9,532CommonSOLE
009066101ABNBAIRBNB INC$3.3M0.19%24,626CommonSOLE
40412C101HCAHCA HEALTHCARE INC$3.2M0.19%8,394CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$3.1M0.18%55,788CommonSOLE
58155Q103MCKMCKESSON CORP$3.1M0.18%4,206CommonSOLE
278865100ECLECOLAB INC$3.1M0.18%11,427CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$3.0M0.18%5,788CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$3.0M0.18%7,220CommonSOLE
571903202MARMARRIOTT INTL INC NEW$3.0M0.18%10,955CommonSOLE
126408103CSXCSX CORP$3.0M0.18%91,599CommonSOLE
98978V103ZTSZOETIS INC$3.0M0.17%18,940CommonSOLE
88579Y101MMM3M CO$2.9M0.17%19,160CommonSOLE
075887109BDXBECTON DICKINSON & CO$2.9M0.17%16,921CommonSOLE
95040Q104WELLWELLTOWER INC$2.9M0.17%18,944CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$2.9M0.17%39,237CommonSOLE
29444U700EQIXEQUINIX INC$2.9M0.17%3,606CommonSOLE
30231G102XOMEXXON MOBIL CORP$2.9M0.17%26,444CommonSOLE
231021106CMICUMMINS INC$2.8M0.17%8,623CommonSOLE
98138H101WDAYWORKDAY INC$2.8M0.16%11,476CommonSOLE
98389B100XELXCEL ENERGY INC$2.7M0.16%39,712CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$2.7M0.16%10,718CommonSOLE
053611109AVYAVERY DENNISON CORP$2.6M0.15%14,878CommonSOLE
009158106APDAIR PRODS & CHEMS INC$2.6M0.15%9,147CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$2.6M0.15%10,533CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$2.6M0.15%58,888CommonSOLE
902973304USBUS BANCORP DEL$2.5M0.15%55,814CommonSOLE
682680103OKEONEOK INC NEW$2.5M0.15%30,560CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$2.5M0.14%7,691CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$2.4M0.14%17,606CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$2.4M0.14%26,655CommonSOLE
217204106CPRTCOPART INC$2.4M0.14%48,803CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$2.4M0.14%30,693CommonSOLE
871829107SYYSYSCO CORP$2.3M0.14%30,556CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$2.3M0.14%25,392CommonSOLE
30040W108ESEVERSOURCE ENERGY$2.3M0.13%35,856CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$2.3M0.13%4,011CommonSOLE
052769106ADSKAUTODESK INC$2.2M0.13%7,213CommonSOLE
369604301GEGE AEROSPACE$2.2M0.13%8,457CommonSOLE
91913Y100VLOVALERO ENERGY CORP$2.2M0.13%16,148CommonSOLE
31428X106FDXFEDEX CORP$2.2M0.13%9,476CommonSOLE
842587107SOSOUTHERN CO$2.2M0.13%23,431CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$2.1M0.12%16,311CommonSOLE
427866108HSYHERSHEY CO$2.1M0.12%12,663CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$2.1M0.12%17,639CommonSOLE
778296103ROSTROSS STORES INC$2.1M0.12%16,112CommonSOLE
285512109EAELECTRONIC ARTS INC$2.0M0.12%12,776CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$2.0M0.12%25,080CommonSOLE
594972408MSTRMICROSTRATEGY INC$2.0M0.12%4,894CommonSOLE
25809K105DASHDOORDASH INC$2.0M0.12%8,007CommonSOLE
03831W108APPAPPLOVIN CORP$1.9M0.11%5,570CommonSOLE
744320102PRUPRUDENTIAL FINL INC$1.9M0.11%18,097CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$1.9M0.11%27,389CommonSOLE
833034101SNASNAP ON INC$1.9M0.11%6,160CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$1.9M0.11%9,002CommonSOLE
460690100IPGINTERPUBLIC GROUP COS INC$1.9M0.11%77,305CommonSOLE
03076C106AMPAMERIPRISE FINL INC$1.9M0.11%3,532CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$1.9M0.11%110,954CommonSOLE
651639106NEMNEWMONT CORP$1.9M0.11%31,845CommonSOLE
64110D104NTAPNETAPP INC$1.8M0.11%17,353CommonSOLE
316773100FITBFIFTH THIRD BANCORP$1.8M0.11%43,963CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$1.8M0.10%28,466CommonSOLE
806857108SLBSCHLUMBERGER LTD$1.8M0.10%52,416CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$1.8M0.10%12,429CommonSOLE
718172109PMPHILIP MORRIS INTL INC$1.7M0.10%9,516CommonSOLE
693718108PCARPACCAR INC$1.7M0.10%18,197CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$1.7M0.10%12,060CommonSOLE
311900104FASTFASTENAL CO$1.7M0.10%39,377CommonSOLE
833445109SNOWSNOWFLAKE INC$1.6M0.09%7,186CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$1.5M0.09%12,471CommonSOLE
92939U106WECWEC ENERGY GROUP INC$1.5M0.09%14,531CommonSOLE
370334104GISGENERAL MLS INC$1.5M0.09%29,005CommonSOLE
166764100CVXCHEVRON CORP NEW$1.5M0.09%10,145CommonSOLE
693506107PPGPPG INDS INC$1.4M0.08%12,589CommonSOLE
87612E106TGTTARGET CORP$1.4M0.08%14,365CommonSOLE
969457100WMBWILLIAMS COS INC$1.4M0.08%22,317CommonSOLE
05464C101AXONAXON ENTERPRISE INC$1.3M0.08%1,626CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$1.3M0.08%3,192CommonSOLE
384802104GWWGRAINGER W W INC$1.3M0.08%1,246CommonSOLE
59156R108METMETLIFE INC$1.3M0.08%15,907CommonSOLE
37045V100GMGENERAL MTRS CO$1.3M0.07%25,575CommonSOLE
74762E102QUREQUANTA SVCS INC$1.3M0.07%3,327CommonSOLE
770323103RHIROBERT HALF INC.$1.2M0.07%30,186CommonSOLE
45168D104IDXXIDEXX LABS INC$1.2M0.07%2,273CommonSOLE
893641100TDGTRANSDIGM GROUP INC$1.2M0.07%792CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$1.2M0.07%4,466CommonSOLE
053332102AZOAUTOZONE INC$1.2M0.07%319CommonSOLE
278642103EBAYEBAY INC.$1.2M0.07%15,827CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$1.2M0.07%15,058CommonSOLE
831865209AOSSMITH A O CORP$1.2M0.07%17,567CommonSOLE
56585A102MPCMARATHON PETE CORP$1.1M0.07%6,827CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$1.1M0.07%3,569CommonSOLE
550021109LULULULULEMON ATHLETICA INC$1.1M0.06%4,657CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$1.1M0.06%4,306CommonSOLE
718546104PSXPHILLIPS 66$1.1M0.06%9,181CommonSOLE
89832Q109TFCTRUIST FINL CORP$1.1M0.06%25,223CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$1.1M0.06%8,425CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$1.0M0.06%9,989CommonSOLE
020002101ALLALLSTATE CORP$1.0M0.06%5,069CommonSOLE
443201108HWMHOWMET AEROSPACE INC$1.0M0.06%5,436CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$1.0M0.06%26,237CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$995,2730.06%12,755CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$984,1760.06%2,808CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$983,0050.06%9,307CommonSOLE
345370860FFORD MTR CO$977,1940.06%90,064CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$976,5110.06%10,725CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$969,6540.06%10,089CommonSOLE
88339J105TTDTHE TRADE DESK INC$967,4020.06%13,438CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$966,1570.06%4,437CommonSOLE
756109104OREALTY INCOME CORP$965,6590.06%16,762CommonSOLE
770700102HOODROBINHOOD MKTS INC$961,3930.06%10,268CommonSOLE
30161N101EXCEXELON CORP$956,4560.06%22,028CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$949,7640.06%3,049CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$945,3630.06%1,232CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$944,9930.06%10,372CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$930,1410.05%5,731CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$924,4490.05%1,684CommonSOLE
N00985106AERAERCAP HOLDINGS NV$898,4430.05%7,679CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$897,8020.05%12,121CommonSOLE
23331A109DHID R HORTON INC$895,7360.05%6,948CommonSOLE
23804L103DDOGDATADOG INC$876,1000.05%6,522CommonSOLE
922475108VEEVVEEVA SYS INC$858,4680.05%2,981CommonSOLE
315616102FFIVF5 INC$856,7660.05%2,911CommonSOLE
18915M107NETCLOUDFLARE INC$849,1190.05%4,336CommonSOLE
031100100AMEAMETEK INC$848,5210.05%4,689CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$838,9410.05%5,157CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$834,9410.05%10,256CommonSOLE
03662Q105AKXANSYS INC$831,6890.05%2,368CommonSOLE
253868103DLRDIGITAL RLTY TR INC$831,2050.05%4,768CommonSOLE
771049103RBLXROBLOX CORP$790,9990.05%7,519CommonSOLE
03073E105CORCENCORA INC$773,6130.05%2,580CommonSOLE
16411R208LNGCHENIERE ENERGY INC$768,3060.05%3,155CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$764,8980.04%4,668CommonSOLE
444859102HUMHUMANA INC$755,9320.04%3,092CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$741,4250.04%4,612CommonSOLE
049468101TEAMATLASSIAN CORPORATION$725,8440.04%3,574CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$725,7910.04%2,185CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$716,3880.04%8,370CommonSOLE
209115104EDCONSOLIDATED EDISON INC$713,9900.04%7,115CommonSOLE
115236101BROBROWN & BROWN INC$699,9220.04%6,313CommonSOLE
852234103XYZBLOCK INC$697,8450.04%10,273CommonSOLE
911363109URIUNITED RENTALS INC$696,8950.04%925CommonSOLE
20825C104COPCONOCOPHILLIPS$694,9470.04%7,744CommonSOLE
816851109SRESEMPRA$688,9770.04%9,093CommonSOLE
25746U109DDOMINION ENERGY INC$684,5140.04%12,111CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$664,2940.04%4,626CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$662,6660.04%6,867CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$660,5410.04%5,144CommonSOLE
084423102WRBBERKLEY W R CORP$654,0300.04%8,902CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$652,2370.04%3,631CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$648,1110.04%5,492CommonSOLE
570535104MKLMARKEL GROUP INC$637,1580.04%319CommonSOLE
761152107RMDRESMED INC$635,1960.04%2,462CommonSOLE
501044101KRKROGER CO$632,3720.04%8,816CommonSOLE
22822V101CCICROWN CASTLE INC$628,0910.04%6,114CommonSOLE
303250104FICOFAIR ISAAC CORP$626,9900.04%343CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$604,1920.04%2,969CommonSOLE
02209S103MOALTRIA GROUP INC$603,4790.04%10,293CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$602,7540.04%2,482CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$600,9840.04%1,843CommonSOLE
219350105GLWCORNING INC$600,5250.04%11,419CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$598,3200.04%18,098CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$596,5840.04%7,087CommonSOLE
12504L109CBRECBRE GROUP INC$590,0450.03%4,211CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$587,2980.03%803CommonSOLE
422806109HEIHEICO CORP NEW$585,4800.03%1,785CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$581,4480.03%3,461CommonSOLE
504922105LHLABCORP HOLDINGS INC$577,5220.03%2,200CommonSOLE
487836108KKELLANOVA$574,6040.03%7,225CommonSOLE
146869102CVNACARVANA CO$573,5060.03%1,702CommonSOLE
49177J102KVUEKENVUE INC$569,4010.03%27,205CommonSOLE
670346105NUENUCOR CORP$568,9400.03%4,392CommonSOLE
172062101CINFCINCINNATI FINL CORP$567,8320.03%3,813CommonSOLE
260003108DOVDOVER CORP$559,5840.03%3,054CommonSOLE
775711104ROLROLLINS INC$552,5210.03%9,793CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$551,1450.03%5,566CommonSOLE
87612G101TRGPTARGA RES CORP$533,7290.03%3,066CommonSOLE
436440101HO1HOLOGIC INC$518,8040.03%7,962CommonSOLE
29364G103ETRENTERGY CORP NEW$515,7600.03%6,205CommonSOLE
90384S303ULTAULTA BEAUTY INC$515,5380.03%1,102CommonSOLE
929740108WABWABTEC$511,0230.03%2,441CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$500,9620.03%43,714CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$492,9270.03%2,846CommonSOLE
92338C103VLTOVERALTO CORP$490,7180.03%4,861CommonSOLE
252131107DXCMDEXCOM INC$489,4350.03%5,607CommonSOLE
62944T105NVRNVR INC$487,4540.03%66CommonSOLE
925652109VICIVICI PPTYS INC$485,2180.03%14,884CommonSOLE
929160109VMCVULCAN MATLS CO$483,5600.03%1,854CommonSOLE
518439104ELLAUDER ESTEE COS INC$482,2140.03%5,968CommonSOLE
22160N109CSGPCOSTAR GROUP INC$480,2290.03%5,973CommonSOLE
45687V106IRINGERSOLL RAND INC$471,2150.03%5,665CommonSOLE
294429105EFXEQUIFAX INC$460,9000.03%1,777CommonSOLE
629377508NRGNRG ENERGY INC$459,9010.03%2,864CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$450,4290.03%3,055CommonSOLE
55261F104MTBM & T BK CORP$448,3110.03%2,311CommonSOLE
09062X103BIIBBIOGEN INC$444,5890.03%3,540CommonSOLE
98419M100XYLXYLEM INC$441,2470.03%3,411CommonSOLE
366651107ITGARTNER INC$439,3870.03%1,087CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$438,2950.03%1,430CommonSOLE
857477103STTSTATE STR CORP$438,1210.03%4,120CommonSOLE
695156109PKGPACKAGING CORP AMER$434,7540.03%2,307CommonSOLE
69331C108PCGPG&E CORP$430,8850.03%30,910CommonSOLE
98980G102ZSZSCALER INC$430,7260.03%1,372CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$426,1610.03%5,465CommonSOLE
50212V100LPLALPL FINL HLDGS INC$419,9660.02%1,120CommonSOLE
858119100STLDSTEEL DYNAMICS INC$417,5690.02%3,262CommonSOLE
579780206MKCMCCORMICK & CO INC$414,1290.02%5,462CommonSOLE
143658300CCL1EURCARNIVAL CORP$407,4310.02%14,489CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$406,8070.02%5,931CommonSOLE
12541W209CHRWCH ROBINSON WORLDWIDE INC$406,4440.02%4,236CommonSOLE
26875P101EOGEOG RES INC$404,8800.02%3,385CommonSOLE
942622200WSOWATSCO INC$404,5240.02%916CommonSOLE
92840M102VSTVISTRA CORP$402,9310.02%2,079CommonSOLE
29084Q100EMEEMCOR GROUP INC$396,8880.02%742CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$394,0080.02%15,337CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$393,9280.02%7,465CommonSOLE
440452100HRLHORMEL FOODS CORP$390,8600.02%12,921CommonSOLE
46266C105IQVIQVIA HLDGS INC$390,8230.02%2,480CommonSOLE
92276F100VTRVENTAS INC$386,7940.02%6,125CommonSOLE
443573100HUBSHUBSPOT INC$381,8480.02%686CommonSOLE
15135B101CNCCENTENE CORP DEL$379,0370.02%6,983CommonSOLE
35137L105FOXAFOX CORP$378,4380.02%6,753CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$377,1390.02%3,301CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$370,0220.02%18,094CommonSOLE
526057104LENLENNAR CORP$369,6590.02%3,342CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$366,9680.02%619CommonSOLE
372460105GPCGENUINE PARTS CO$366,5990.02%3,022CommonSOLE
452327109ILMNILLUMINA INC$365,4200.02%3,830CommonSOLE
142339100CSLCARLISLE COS INC$362,9450.02%972CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$360,6630.02%5,404CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$359,0920.02%12,214CommonSOLE
256677105DGDOLLAR GEN CORP NEW$357,4380.02%3,125CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$357,2680.02%6,769CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$356,9570.02%1,520CommonSOLE
G3223R108EGEVEREST GROUP LTD$354,4640.02%1,043CommonSOLE
380237107GDDYGODADDY INC$354,3580.02%1,968CommonSOLE
058498106BALLBALL CORP$352,1330.02%6,278CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$349,1470.02%7,124CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$348,8920.02%297CommonSOLE
665859104NTRSNORTHERN TR CORP$343,4740.02%2,709CommonSOLE
049560105ATOATMOS ENERGY CORP$340,7370.02%2,211CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$340,6860.02%665CommonSOLE
92343E102VRSNVERISIGN INC$340,2060.02%1,178CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$337,8080.02%2,233CommonSOLE
086516101BBYBEST BUY INC$335,5160.02%4,998CommonSOLE
500754106KHCKRAFT HEINZ CO$334,7820.02%12,966CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$334,4550.02%6,036CommonSOLE
69370C100PTCPTC INC$333,9950.02%1,938CommonSOLE
460146103IPINTERNATIONAL PAPER CO$332,2590.02%7,095CommonSOLE
12514G108CDWCDW CORP$331,9990.02%1,859CommonSOLE
466313103JBLJABIL INC$328,6770.02%1,507CommonSOLE
G8473T100STESTERIS PLC$325,2580.02%1,354CommonSOLE
29476L107EQREQUITY RESIDENTIAL$324,1540.02%4,803CommonSOLE
071813109BAXBAXTER INTL INC$319,6960.02%10,558CommonSOLE
40434L105HPQHP INC$317,6380.02%12,986CommonSOLE
83444M101SOLVSOLVENTUM CORP$317,3150.02%4,184CommonSOLE
714046109RVTYREVVITY INC$315,6940.02%3,264CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$314,2380.02%5,431CommonSOLE
22052L104CTVACORTEVA INC$311,9080.02%4,185CommonSOLE
892672106TWTRADEWEB MKTS INC$311,5390.02%2,128CommonSOLE
958102105WDCWESTERN DIGITAL CORP$306,0640.02%4,783CommonSOLE
45784P101PODDINSULET CORP$305,3830.02%972CommonSOLE
682189105ONON SEMICONDUCTOR CORP$305,0790.02%5,821CommonSOLE
531229755FWONKLIBERTY MEDIA CORP DEL$304,8270.02%2,917CommonSOLE
219948106CPAYCORPAY INC$304,6110.02%918CommonSOLE
443510607HUBBHUBBELL INC$303,8570.02%744CommonSOLE
632307104NTRANATERA INC$295,6450.02%1,750CommonSOLE
745867101PHMPULTE GROUP INC$295,4990.02%2,802CommonSOLE
72352L106PINSPINTEREST INC$295,0920.02%8,229CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$292,8240.02%12,450CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$288,1050.02%1,708CommonSOLE
941848103WATWATERS CORP$286,9110.02%822CommonSOLE
125896100CMSCMS ENERGY CORP$285,7110.02%4,124CommonSOLE
256746108DLTRDOLLAR TREE INC$277,8070.02%2,805CommonSOLE
303075105FDSFACTSET RESH SYS INC$277,3140.02%620CommonSOLE
281020107EIXEDISON INTL$276,6280.02%5,361CommonSOLE
888787108TOSTTOAST INC$276,4580.02%6,242CommonSOLE
969904101WSMWILLIAMS SONOMA INC$276,4220.02%1,692CommonSOLE
37940X102GPNGLOBAL PMTS INC$275,8980.02%3,447CommonSOLE
29530P102ERIEERIE INDTY CO$273,2710.02%788CommonSOLE
67059N108NTNXNUTANIX INC$272,9670.02%3,571CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$270,4930.02%908CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$269,5740.02%6,024CommonSOLE
422806208HEI/AHEICO CORP NEW$268,8410.02%1,039CommonSOLE
46187W107INVHINVITATION HOMES INC$265,3190.02%8,089CommonSOLE
896239100TRMBTRIMBLE INC$262,9670.02%3,461CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$262,2720.02%6,115CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$261,5440.02%3,556CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$260,5910.02%1,191CommonSOLE
65473P105NINISOURCE INC$260,0720.02%6,447CommonSOLE
526107107LIILENNOX INTL INC$258,5310.02%451CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$258,2540.02%132CommonSOLE
260557103DOWDOW INC$257,8090.02%9,736CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$254,7760.01%3,077CommonSOLE
297178105ESSESSEX PPTY TR INC$253,0760.01%893CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$251,5570.01%2,758CommonSOLE
90138F102TWLOTWILIO INC$250,9580.01%2,018CommonSOLE
34959J108FTVFORTIVE CORP$249,3900.01%4,784CommonSOLE
42809H107HESHESS CORP$249,3720.01%1,800CommonSOLE
74624M102PPURE STORAGE INC$245,9820.01%4,272CommonSOLE
406216101HALHALLIBURTON CO$243,9890.01%11,972CommonSOLE
89400J107TRUTRANSUNION$242,1760.01%2,752CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$241,7350.01%4,309CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$238,8880.01%1,614CommonSOLE
60937P106MDBMONGODB INC$237,4990.01%1,131CommonSOLE
G7S00T104PNRPENTAIR PLC$235,3990.01%2,293CommonSOLE
336433107FSLRFIRST SOLAR INC$233,2460.01%1,409CommonSOLE
759509102RSRELIANCE INC$231,0300.01%736CommonSOLE
493267108KEYKEYCORP$230,6930.01%13,243CommonSOLE
806407102HSICHENRY SCHEIN INC$229,3040.01%3,139CommonSOLE
540424108LLOEWS CORP$227,8670.01%2,486CommonSOLE
679295105OKTAOKTA INC$227,0320.01%2,271CommonSOLE
268150109DTDYNATRACE INC$226,3610.01%4,100CommonSOLE
46982L108JJACOBS SOLUTIONS INC$226,2250.01%1,721CommonSOLE
902494103TSNTYSON FOODS INC$222,2500.01%3,973CommonSOLE
866674104SUISUN CMNTYS INC$221,6100.01%1,752CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$220,4770.01%715CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$218,8550.01%5,030CommonSOLE
256163106DOCUDOCUSIGN INC$218,3260.01%2,803CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$217,1680.01%2,107CommonSOLE
00766T100ACMAECOM$209,1300.01%1,853CommonSOLE
25754A201DPZDOMINOS PIZZA INC$208,1770.01%462CommonSOLE
668771108GENGEN DIGITAL INC$206,9760.01%7,040CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$206,4250.01%1,769CommonSOLE
189054109CLXCLOROX CO DEL$206,2800.01%1,718CommonSOLE
125269100CFCF INDS HLDGS INC$204,0560.01%2,218CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$202,9380.01%877CommonSOLE
26884L109EQTEQT CORP$202,3700.01%3,470CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$201,1990.01%3,589CommonSOLE
880770102TERTERADYNE INC$200,9710.01%2,235CommonSOLE
681919106OMCOMNICOM GROUP INC$200,4250.01%2,786CommonSOLE
384109104GGGGRACO INC$200,3960.01%2,331CommonSOLE
122017106BURLBURLINGTON STORES INC$199,6050.01%858CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$199,1340.01%693CommonSOLE
49446R109KIMKIMCO RLTY CORP$196,9360.01%9,369CommonSOLE
749685103RPMRPM INTL INC$195,0760.01%1,776CommonSOLE
92936U109WPCWP CAREY INC$194,0020.01%3,110CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$188,0590.01%1,806CommonSOLE
48203R104JNPJUNIPER NETWORKS INC$186,7930.01%4,678CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$186,4900.01%985CommonSOLE
426281101JKHYHENRY JACK & ASSOC INC$186,1160.01%1,033CommonSOLE
574599106MASMASCO CORP$185,4860.01%2,882CommonSOLE
45167R104IEXIDEX CORP$184,8750.01%1,053CommonSOLE
83304A106SNAPSNAP INC$184,0020.01%21,174CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$180,5170.01%4,297CommonSOLE
902653104UDRUDR INC$178,3050.01%4,367CommonSOLE
G0176J109ALLEALLEGION PLC$178,2760.01%1,237CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$176,9720.01%1,408CommonSOLE
36467J108GLPIGAMING & LEISURE PPTYS INC$175,9840.01%3,770CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$172,2460.01%9,837CommonSOLE
133131102CPTCAMDEN PPTY TR$171,0630.01%1,518CommonSOLE
758849103REGREGENCY CTRS CORP$170,5250.01%2,394CommonSOLE
233331107DTEDTE ENERGY CO$168,3570.01%1,271CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$164,7680.01%4,568CommonSOLE
655663102NDSNNORDSON CORP$164,6360.01%768CommonSOLE
216648501COOCOOPER COS INC$162,2450.01%2,280CommonSOLE
14316J108CGCARLYLE GROUP INC$162,1670.01%3,155CommonSOLE
023608102AEEAMEREN CORP$160,7710.01%1,674CommonSOLE
29362U104ENTGENTEGRIS INC$160,2520.01%1,987CommonSOLE
690742101OCOWENS CORNING NEW$159,1110.01%1,157CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$158,2800.01%2,124CommonSOLE
79589L106IOTSAMSARA INC$158,2450.01%3,978CommonSOLE
228368106CCKCROWN HLDGS INC$155,5000.01%1,510CommonSOLE
98954M200ZZILLOW GROUP INC$153,9000.01%2,197CommonSOLE
65249B109NWSANEWS CORP NEW$152,8500.01%5,143CommonSOLE
69351T106PPLPPL CORP$152,7420.01%4,507CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$151,9180.01%768CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$151,4370.01%1,295CommonSOLE
45337C102INCYINCYTE CORP$150,8420.01%2,215CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$150,6350.01%2,074CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$150,5070.01%1,887CommonSOLE

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.