MondegarAI
Meiji Yasuda Asset Management Co Ltd.

Q2 2025 · 13F-HR

Meiji Yasuda Asset Management Co Ltd.holdings as filed

Filed 2025-08-14 · accession 0000950123-25-008142

$2.02B
Reported value
543
Positions
2025-06-30
Period end
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The Brief · Meiji Yasuda Asset Management Co Ltd. · Q2 2025

AI · grounded in 13F

Meiji Yasuda Asset Management Co Ltd. established a new position in NVDA worth $90.2M. The fund also initiated new stakes in MSFT for $86.8M and AAPL for $65.3M. Additional new positions included AMZN, GOOGL, and META.

Holdings as filed

First 500 of 543

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$90.2M4.47%570,657CommonSOLE
594918104MSFTMICROSOFT CORP$86.8M4.31%174,490CommonSOLE
037833100AAPLAPPLE INC$65.3M3.24%318,411CommonSOLE
023135106AMZNAMAZON COM INC$45.8M2.27%208,884CommonSOLE
02079K305GOOGLALPHABET INC$38.6M1.91%218,930CommonSOLE
30303M102METAMETA PLATFORMS INC$36.8M1.83%49,917CommonSOLE
00287Y109ABBVABBVIE INC$31.1M1.54%167,748CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$26.1M1.29%602,481CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$24.7M1.23%85,197CommonSOLE
11135F101AVGOBROADCOM INC$24.3M1.21%88,170CommonSOLE
92826C839VVISA INC$23.2M1.15%65,216CommonSOLE
30231G102XOMEXXON MOBIL CORP$22.2M1.10%205,977CommonSOLE
931142103WMTWALMART INC$22.1M1.10%225,798CommonSOLE
742718109PGPROCTER AND GAMBLE CO$21.2M1.05%133,236CommonSOLE
191216100KOCOCA COLA CO$21.2M1.05%299,748CommonSOLE
354613101BENFRANKLIN RESOURCES INC$20.1M1.00%841,164CommonSOLE
002824100ABTABBOTT LABS$19.4M0.96%142,830CommonSOLE
756109104OREALTY INCOME CORP$18.2M0.90%316,051CommonSOLE
166764100CVXCHEVRON CORP NEW$18.2M0.90%127,016CommonSOLE
65339F101NEENEXTERA ENERGY INC$17.4M0.86%250,890CommonSOLE
478160104JNJJOHNSON & JOHNSON$17.0M0.85%111,586CommonSOLE
88160R101TSLATESLA INC$16.5M0.82%51,838CommonSOLE
437076102HDHOME DEPOT INC$16.0M0.79%43,557CommonSOLE
902681105UGIUGI CORP NEW$15.7M0.78%431,637CommonSOLE
713448108PEPPEPSICO INC$15.2M0.76%115,471CommonSOLE
30040W108ESEVERSOURCE ENERGY$15.0M0.75%236,483CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$13.7M0.68%2,368CommonSOLE
G0250X107AMCRAMCOR PLC$13.2M0.65%1,435,585CommonSOLE
882508104TXNTEXAS INSTRS INC$13.2M0.65%63,488CommonSOLE
532457108LLYELI LILLY & CO$12.6M0.63%16,182CommonSOLE
09290D101BLKBLACKROCK INC$12.4M0.61%11,781CommonSOLE
025816109AXPAMERICAN EXPRESS CO$12.2M0.61%38,262CommonSOLE
78409V104SPGIS&P GLOBAL INC$12.2M0.60%23,068CommonSOLE
G5960L103MDTMEDTRONIC PLC$11.6M0.57%132,783CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$11.2M0.56%159,680CommonSOLE
209115104EDCONSOLIDATED EDISON INC$11.2M0.55%111,222CommonSOLE
760759100RSGREPUBLIC SVCS INC$11.1M0.55%45,076CommonSOLE
718172109PMPHILIP MORRIS INTL INC$10.7M0.53%58,701CommonSOLE
G29183103ETNEATON CORP PLC$10.6M0.53%29,747CommonSOLE
854502101SWKSTANLEY BLACK & DECKER INC$10.4M0.52%153,544CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$10.3M0.51%195,721CommonSOLE
636180101NFGNATIONAL FUEL GAS CO$10.3M0.51%121,629CommonSOLE
902973304USBUS BANCORP DEL$10.3M0.51%226,803CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$10.2M0.51%106,153CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$10.2M0.50%78,773CommonSOLE
086516101BBYBEST BUY INC$10.2M0.50%151,211CommonSOLE
278865100ECLECOLAB INC$10.1M0.50%37,380CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$10.0M0.49%31,961CommonSOLE
81762P102NOWSERVICENOW INC$9.8M0.49%9,536CommonSOLE
281020107EIXEDISON INTL$9.7M0.48%188,204CommonSOLE
29670G102WTRGESSENTIAL UTILS INC$9.7M0.48%260,847CommonSOLE
747525103QCOMQUALCOMM INC$9.6M0.48%60,348CommonSOLE
297178105ESSESSEX PPTY TR INC$9.6M0.47%33,762CommonSOLE
832696405SJMSMUCKER J M CO$9.4M0.47%95,623CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$9.3M0.46%16,379CommonSOLE
440452100HRLHORMEL FOODS CORP$9.2M0.46%303,943CommonSOLE
422806208HEI/AHEICO CORP NEW$9.0M0.45%34,857CommonSOLE
313745101FRTFEDERAL RLTY INVT TR NEW$9.0M0.45%94,837CommonSOLE
835495102SONSONOCO PRODS CO$9.0M0.44%205,684CommonSOLE
26875P101EOGEOG RES INC$8.8M0.44%73,499CommonSOLE
G54950103LINLINDE PLC$8.8M0.44%18,691CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$8.7M0.43%42,317CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$8.5M0.42%27,569CommonSOLE
74762E102QUREQUANTA SVCS INC$8.4M0.42%22,284CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$8.3M0.41%90,842CommonSOLE
149123101CATCATERPILLAR INC$8.3M0.41%21,340CommonSOLE
032654105ADIANALOG DEVICES INC$8.0M0.40%33,563CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$7.9M0.39%87,323CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$7.8M0.39%72,408CommonSOLE
172967424CCITIGROUP INC$7.7M0.38%90,216CommonSOLE
68235P108OGSONE GAS INC$7.6M0.38%106,284CommonSOLE
871829107SYYSYSCO CORP$7.6M0.38%100,482CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$7.5M0.37%15,458CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$7.5M0.37%13,818CommonSOLE
464288588MBBISHARES TR$7.5M0.37%79,739CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$7.4M0.37%30,000CommonSOLE
87612E106TGTTARGET CORP$7.4M0.37%74,688CommonSOLE
872540109TJXTJX COS INC NEW$7.4M0.36%59,569CommonSOLE
84857L101SRSPIRE INC$7.4M0.36%100,768CommonSOLE
892672106TWTRADEWEB MKTS INC$7.3M0.36%50,116CommonSOLE
654106103NKENIKE INC$7.3M0.36%103,096CommonSOLE
009158106APDAIR PRODS & CHEMS INC$7.2M0.36%25,451CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$7.1M0.35%52,103CommonSOLE
02079K107GOOGALPHABET INC$7.1M0.35%39,927CommonSOLE
291011104EMREMERSON ELEC CO$7.0M0.35%52,832CommonSOLE
64110L106NFLXNETFLIX INC$7.0M0.35%5,257CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$7.0M0.35%113,866CommonSOLE
907818108UNPUNION PAC CORP$7.0M0.35%30,310CommonSOLE
17275R102CSCOCISCO SYS INC$6.9M0.34%99,777CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$6.9M0.34%23,459CommonSOLE
548661107LOWLOWES COS INC$6.9M0.34%31,087CommonSOLE
001055102AFLAFLAC INC$6.9M0.34%65,359CommonSOLE
579780206MKCMCCORMICK & CO INC$6.9M0.34%90,362CommonSOLE
95040Q104WELLWELLTOWER INC$6.8M0.34%44,309CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$6.6M0.33%22,133CommonSOLE
384802104GWWGRAINGER W W INC$6.5M0.32%6,290CommonSOLE
031100100AMEAMETEK INC$6.5M0.32%36,060CommonSOLE
871607107SNPSSYNOPSYS INC$6.3M0.31%12,323CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$6.3M0.31%65,482CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$6.1M0.30%15,088CommonSOLE
189054109CLXCLOROX CO DEL$6.0M0.30%50,307CommonSOLE
693506107PPGPPG INDS INC$6.0M0.30%52,993CommonSOLE
03073E105CORCENCORA INC$6.0M0.30%20,097CommonSOLE
369604301GEGE AEROSPACE$5.9M0.29%22,803CommonSOLE
646025106NJRNEW JERSEY RES CORP$5.8M0.29%130,067CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$5.8M0.29%25,730CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$5.8M0.29%34,650CommonSOLE
580135101MCDMCDONALDS CORP$5.7M0.28%19,579CommonSOLE
060505104BACBANK AMERICA CORP$5.6M0.28%118,498CommonSOLE
G3265R107APTVAPTIV PLC$5.5M0.27%80,454CommonSOLE
670346105NUENUCOR CORP$5.4M0.27%41,961CommonSOLE
45784P101PODDINSULET CORP$5.4M0.27%17,273CommonSOLE
98978V103ZTSZOETIS INC$5.4M0.27%34,596CommonSOLE
98419M100XYLXYLEM INC$5.4M0.27%41,617CommonSOLE
816851109SRESEMPRA$5.4M0.27%70,741CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$5.3M0.26%41,353CommonSOLE
74340W103PLDPROLOGIS INC.$5.2M0.26%49,810CommonSOLE
783549108RRYDER SYS INC$5.2M0.26%32,831CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$5.1M0.25%5,151CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$5.1M0.25%9,069CommonSOLE
58933Y105MRKMERCK & CO INC$5.1M0.25%64,334CommonSOLE
075887109BDXBECTON DICKINSON & CO$5.0M0.25%29,238CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$5.0M0.25%67,183CommonSOLE
770323103RHIROBERT HALF INC.$5.0M0.25%121,618CommonSOLE
58733R102MELIMERCADOLIBRE INC$4.9M0.24%1,886CommonSOLE
02209S103MOALTRIA GROUP INC$4.9M0.24%83,232CommonSOLE
929160109VMCVULCAN MATLS CO$4.8M0.24%18,298CommonSOLE
H1467J104CBCHUBB LIMITED$4.7M0.24%16,372CommonSOLE
94106L109WMWASTE MGMT INC DEL$4.7M0.24%20,717CommonSOLE
533900106LECOLINCOLN ELEC HLDGS INC$4.6M0.23%22,381CommonSOLE
040413205ANETARISTA NETWORKS INC$4.6M0.23%45,055CommonSOLE
000957100ABMABM INDS INC$4.6M0.23%96,942CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$4.5M0.22%54,660CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$4.5M0.22%61,397CommonSOLE
58155Q103MCKMCKESSON CORP$4.4M0.22%6,006CommonSOLE
872590104TMUST-MOBILE US INC$4.4M0.22%18,404CommonSOLE
029899101AWRAMER STATES WTR CO$4.4M0.22%57,021CommonSOLE
512807306LRCXLAM RESEARCH CORP$4.4M0.22%44,853CommonSOLE
891092108TTCTORO CO$4.4M0.22%61,655CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$4.3M0.21%30,143CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$4.3M0.21%9,275CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$4.3M0.21%9,633CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$4.3M0.21%98,651CommonSOLE
012653101ALBALBEMARLE CORP$4.2M0.21%67,678CommonSOLE
257651109DCIDONALDSON INC$4.2M0.21%60,911CommonSOLE
235851102DHRDANAHER CORPORATION$4.2M0.21%21,297CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$4.2M0.21%8,170CommonSOLE
254687106DISDISNEY WALT CO$4.1M0.20%33,262CommonSOLE
130788102CWTCALIFORNIA WTR SVC GROUP$4.1M0.20%90,031CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$4.0M0.20%24,667CommonSOLE
780287108RGLDROYAL GOLD INC$3.9M0.20%22,168CommonSOLE
36828A101GEVGE VERNOVA INC$3.9M0.19%7,423CommonSOLE
04621X108AIZASSURANT INC$3.9M0.19%19,649CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$3.9M0.19%33,898CommonSOLE
126408103CSXCSX CORP$3.9M0.19%118,266CommonSOLE
40412C101HCAHCA HEALTHCARE INC$3.7M0.18%9,697CommonSOLE
438516106HONHONEYWELL INTL INC$3.7M0.18%15,928CommonSOLE
031162100AMGNAMGEN INC$3.6M0.18%12,949CommonSOLE
482480100KLACKLA CORP$3.5M0.17%3,895CommonSOLE
426281101JKHYHENRY JACK & ASSOC INC$3.4M0.17%18,945CommonSOLE
553498106MSAMSA SAFETY INC$3.2M0.16%19,155CommonSOLE
359694106FULFULLER H B CO$3.2M0.16%53,238CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$3.2M0.16%9,775CommonSOLE
34959E109FTNTFORTINET INC$3.1M0.15%29,361CommonSOLE
20030N101CMCSACOMCAST CORP NEW$3.1M0.15%86,149CommonSOLE
717081103PFEPFIZER INC$3.1M0.15%125,866CommonSOLE
038336103ATRAPTARGROUP INC$3.0M0.15%19,407CommonSOLE
12572Q105CMECME GROUP INC$3.0M0.15%10,907CommonSOLE
142339100CSLCARLISLE COS INC$3.0M0.15%8,042CommonSOLE
042068205ARMARM HOLDINGS PLC$3.0M0.15%18,544CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$3.0M0.15%4,088CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$3.0M0.15%30,821CommonSOLE
631103108NDAQNASDAQ INC$2.9M0.15%32,964CommonSOLE
233331107DTEDTE ENERGY CO$2.9M0.15%22,165CommonSOLE
68389X105ORCLORACLE CORP$2.9M0.15%13,407CommonSOLE
172908105CTASCINTAS CORP$2.9M0.14%13,025CommonSOLE
745867101PHMPULTE GROUP INC$2.9M0.14%27,403CommonSOLE
72352L106PINSPINTEREST INC$2.9M0.14%80,506CommonSOLE
20825C104COPCONOCOPHILLIPS$2.8M0.14%30,998CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$2.8M0.14%33,814CommonSOLE
26884L109EQTEQT CORP$2.7M0.14%47,127CommonSOLE
260003108DOVDOVER CORP$2.7M0.14%14,915CommonSOLE
303250104FICOFAIR ISAAC CORP$2.7M0.13%1,483CommonSOLE
45337C102INCYINCYTE CORP$2.7M0.13%39,038CommonSOLE
G7S00T104PNRPENTAIR PLC$2.6M0.13%25,383CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$2.6M0.13%32,368CommonSOLE
49446R109KIMKIMCO RLTY CORP$2.6M0.13%121,596CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$2.5M0.12%7,232CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$2.5M0.12%141,663CommonSOLE
353514102FELEFRANKLIN ELEC INC$2.4M0.12%27,136CommonSOLE
855244109SBUXSTARBUCKS CORP$2.4M0.12%26,563CommonSOLE
655663102NDSNNORDSON CORP$2.4M0.12%11,112CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$2.3M0.12%29,296CommonSOLE
125523100CITHE CIGNA GROUP$2.3M0.11%6,948CommonSOLE
303075105FDSFACTSET RESH SYS INC$2.2M0.11%4,966CommonSOLE
609207105MDLZMONDELEZ INTL INC$2.1M0.11%31,456CommonSOLE
G0403H108AONAON PLC$2.1M0.10%5,932CommonSOLE
75513E101RTXRTX CORPORATION$2.1M0.10%14,431CommonSOLE
949746101WMT2WELLS FARGO CO NEW$2.1M0.10%26,168CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$2.1M0.10%9,563CommonSOLE
00724F101ADBEADOBE INC$2.1M0.10%5,375CommonSOLE
461202103INTUINTUIT$2.1M0.10%2,617CommonSOLE
743315103PGRPROGRESSIVE CORP$2.1M0.10%7,709CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$2.0M0.10%1,743CommonSOLE
79466L302CRMSALESFORCE INC$2.0M0.10%7,451CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$2.0M0.10%7,472CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$2.0M0.10%2,806CommonSOLE
126650100CVSCVS HEALTH CORP$2.0M0.10%28,662CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$1.9M0.09%20,108CommonSOLE
23804L103DDOGDATADOG INC CL A$1.9M0.09%13,866CommonSOLE
28618M106ESIELEMENT SOLUTIONS INC$1.8M0.09%78,732CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$1.7M0.09%14,806CommonSOLE
G7496G103RNRRENAISSANCERE HLDGS LTD$1.7M0.09%7,117CommonSOLE
369550108GDGENERAL DYNAMICS CORP$1.7M0.08%5,787CommonSOLE
929740108WABWABTEC$1.7M0.08%8,051CommonSOLE
337738108FISVFISERV INC$1.7M0.08%9,655CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$1.6M0.08%16,236CommonSOLE
056525108BMIBADGER METER INC$1.6M0.08%6,645CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$1.6M0.08%8,520CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$1.6M0.08%8,336CommonSOLE
109194100BFAMBRIGHT HORIZONS FAM SOL IN D$1.6M0.08%12,736CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$1.5M0.08%3,673CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$1.5M0.08%14,578CommonSOLE
651639106NEMNEWMONT CORP$1.5M0.08%26,157CommonSOLE
00206R102TAT&T INC$1.5M0.07%51,674CommonSOLE
501044101KRKROGER CO$1.5M0.07%20,793CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$1.5M0.07%15,992CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$1.4M0.07%10,152CommonSOLE
988498101YUMYUM BRANDS INC$1.4M0.07%9,647CommonSOLE
681919106OMCOMNICOM GROUP INC$1.4M0.07%19,795CommonSOLE
032095101APHAMPHENOL CORP NEW$1.4M0.07%14,416CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$1.4M0.07%4,312CommonSOLE
806857108SLBSCHLUMBERGER LTD$1.3M0.07%39,815CommonSOLE
863667101SYKSTRYKER CORPORATION$1.3M0.07%3,398CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$1.3M0.07%10,532CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$1.3M0.07%14,673CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$1.3M0.07%44,765CommonSOLE
842587107SOSOUTHERN CO$1.3M0.07%14,279CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$1.3M0.06%12,557CommonSOLE
617446448MSMORGAN STANLEY$1.3M0.06%9,124CommonSOLE
925652109VICIVICI PPTYS INC$1.3M0.06%39,204CommonSOLE
59156R108METMETLIFE INC$1.3M0.06%15,616CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$1.2M0.06%1,120CommonSOLE
87256C101TKOTKO GROUP HOLDINGS INC$1.2M0.06%6,480CommonSOLE
92939U106WECWEC ENERGY GROUP INC$1.2M0.06%11,299CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$1.2M0.06%13,795CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$1.2M0.06%8,336CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$1.1M0.06%4,487CommonSOLE
704326107PAYXPAYCHEX INC$1.1M0.06%7,815CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$1.1M0.06%5,196CommonSOLE
969457100WMBWILLIAMS COS INC$1.1M0.06%17,947CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$1.1M0.06%34,067CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$1.1M0.05%5,994CommonSOLE
693718108PCARPACCAR INC$1.1M0.05%11,487CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$1.1M0.05%4,344CommonSOLE
311900104FASTFASTENAL CO$1.1M0.05%25,930CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$1.1M0.05%4,906CommonSOLE
375558103GILDGILEAD SCIENCES INC$1.0M0.05%9,465CommonSOLE
682680103OKEONEOK INC NEW$1.0M0.05%12,558CommonSOLE
231021106CMICUMMINS INC$1.0M0.05%3,096CommonSOLE
98389B100XELXCEL ENERGY INC$977,5070.05%14,354CommonSOLE
49177J102KVUEKENVUE INC$974,0190.05%46,537CommonSOLE
62944T105NVRNVR INC$967,5210.05%131CommonSOLE
036752103ELVELEVANCE HEALTH INC$930,0030.05%2,391CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$916,1520.05%7,764CommonSOLE
125269100CFCF INDS HLDGS INC$914,8480.05%9,944CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$906,3820.04%7,393CommonSOLE
29444U700EQIXEQUINIX INC$901,2680.04%1,133CommonSOLE
550021109LULULULULEMON ATHLETICA INC$896,3890.04%3,773CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$891,5410.04%18,539CommonSOLE
219350105GLWCORNING INC$884,9850.04%16,828CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$880,3690.04%52,528CommonSOLE
370334104GISGENERAL MLS INC$876,7810.04%16,923CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$857,0640.04%3,936CommonSOLE
22052L104CTVACORTEVA INC$855,0830.04%11,473CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$811,9850.04%14,461CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$801,5260.04%2,413CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$797,1350.04%5,523CommonSOLE
278642103EBAYEBAY INC.$783,4680.04%10,522CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$768,4710.04%2,467CommonSOLE
55261F104MTBM & T BK CORP$763,3510.04%3,935CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$762,3780.04%4,083CommonSOLE
H2906T109GRMNGARMIN LTD$758,4880.04%3,634CommonSOLE
595112103MUMICRON TECHNOLOGY INC$754,9060.04%6,125CommonSOLE
038222105AMATAPPLIED MATLS INC$728,9850.04%3,982CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$728,1220.04%5,793CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$720,4330.04%35,229CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$711,2500.04%2,424CommonSOLE
053332102AZOAUTOZONE INC$705,3240.03%190CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$689,9990.03%14,906CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$687,7310.03%4,278CommonSOLE
942622200WSOWATSCO INC$677,4450.03%1,534CommonSOLE
48203R104JNPJUNIPER NETWORKS INC$676,7340.03%16,948CommonSOLE
857477103STTSTATE STR CORP$674,6210.03%6,344CommonSOLE
443201108HWMHOWMET AEROSPACE INC$670,2540.03%3,601CommonSOLE
833445109SNOWSNOWFLAKE INC$669,0720.03%2,990CommonSOLE
902494103TSNTYSON FOODS INC$660,7630.03%11,812CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$659,4740.03%1,319CommonSOLE
023608102AEEAMEREN CORP$657,8740.03%6,850CommonSOLE
253868103DLRDIGITAL RLTY TR INC$645,1950.03%3,701CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$644,5030.03%10,289CommonSOLE
097023105BABOEING CO$643,8860.03%3,073CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$642,8400.03%11,467CommonSOLE
500754106KHCKRAFT HEINZ CO$642,1430.03%24,870CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$632,7820.03%11,420CommonSOLE
427866108HSYHERSHEY CO$631,7720.03%3,807CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$631,0780.03%4,593CommonSOLE
29084Q100EMEEMCOR GROUP INC$629,5660.03%1,177CommonSOLE
56585A102MPCMARATHON PETE CORP$627,0650.03%3,775CommonSOLE
049560105ATOATMOS ENERGY CORP$625,2240.03%4,057CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$619,6040.03%19,100CommonSOLE
749685103RPMRPM INTL INC$617,5200.03%5,622CommonSOLE
831865209AOSSMITH A O CORP$615,0470.03%9,380CommonSOLE
244199105DEDEERE & CO$608,6630.03%1,197CommonSOLE
25809K105DASHDOORDASH INC$598,0330.03%2,426CommonSOLE
98980G102ZSZSCALER INC$596,1720.03%1,899CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$586,1980.03%1,872CommonSOLE
316773100FITBFIFTH THIRD BANCORP$581,7840.03%14,145CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$574,0320.03%10,878CommonSOLE
526057104LENLENNAR CORP$568,5350.03%5,140CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$567,6240.03%8,505CommonSOLE
366651107ITGARTNER INC$554,1860.03%1,371CommonSOLE
G491BT108IVZINVESCO LTD$553,0540.03%35,070CommonSOLE
268150109DTDYNATRACE INC$552,0450.03%9,999CommonSOLE
64110D104NTAPNETAPP INC$551,9290.03%5,180CommonSOLE
40434L105HPQHP INC$549,5670.03%22,468CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$546,3400.03%12,603CommonSOLE
48251W104KKRKKR & CO INC$543,5610.03%4,086CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$538,4860.03%9,796CommonSOLE
09260D107BXBLACKSTONE INC$524,2780.03%3,505CommonSOLE
020002101ALLALLSTATE CORP$521,3930.03%2,590CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$517,1870.03%674CommonSOLE
127097103CTRACOTERRA ENERGY INC$516,7370.03%20,360CommonSOLE
46187W107INVHINVITATION HOMES INC$514,5990.03%15,689CommonSOLE
380237107GDDYGODADDY INC$513,8910.03%2,854CommonSOLE
690742101OCOWENS CORNING NEW$512,8120.03%3,729CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$511,7480.03%21,758CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$498,2100.02%1,139CommonSOLE
665859104NTRSNORTHERN TR CORP$490,4240.02%3,868CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$489,7780.02%2,476CommonSOLE
92936U109WPCWP CAREY INC$476,5210.02%7,639CommonSOLE
452327109ILMNILLUMINA INC$476,3820.02%4,993CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$475,6160.02%8,478CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$471,1350.02%2,001CommonSOLE
74624M102PPURE STORAGE INC$469,5650.02%8,155CommonSOLE
74935Q107RBARB GLOBAL INC$469,2540.02%4,419CommonSOLE
256163106DOCUDOCUSIGN INC$468,3530.02%6,013CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$465,7320.02%2,189CommonSOLE
668771108GENGEN DIGITAL INC$465,4900.02%15,833CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$460,3760.02%1,494CommonSOLE
36467J108GLPIGAMING & LEISURE PPTYS INC$456,6240.02%9,782CommonSOLE
Y2573F102FLEXFLEX LTD$455,6700.02%9,128CommonSOLE
69370C100PTCPTC INC$454,8050.02%2,639CommonSOLE
147528103CASYCASEYS GEN STORES INC$453,6300.02%889CommonSOLE
199908104FIXCOMFORT SYS USA INC$452,5610.02%844CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$452,3080.02%2,518CommonSOLE
92343E102VRSNVERISIGN INC$449,0840.02%1,555CommonSOLE
98138H101WDAYWORKDAY INC$447,6000.02%1,865CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$441,2680.02%13,872CommonSOLE
025932104AFGAMERICAN FINL GROUP INC OHIO$441,1040.02%3,495CommonSOLE
231561101CWCURTISS WRIGHT CORP$439,6950.02%900CommonSOLE
679295105OKTAOKTA INC$437,9690.02%4,381CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$435,1730.02%5,577CommonSOLE
759509102RSRELIANCE INC$434,1240.02%1,383CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$431,5050.02%5,575CommonSOLE
912008109USFDUS FOODS HLDG CORP$425,6340.02%5,527CommonSOLE
969904101WSMWILLIAMS SONOMA INC$423,7820.02%2,594CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$416,2230.02%2,823CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$412,0600.02%1,434CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$406,6880.02%9,088CommonSOLE
372460105GPCGENUINE PARTS CO$405,1750.02%3,340CommonSOLE
00766T100ACMAECOM$400,0890.02%3,545CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$398,6820.02%11,053CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$398,4750.02%759CommonSOLE
384109104GGGGRACO INC$395,5480.02%4,601CommonSOLE
695156109PKGPACKAGING CORP AMER$394,6140.02%2,094CommonSOLE
88033G407THCTENET HEALTHCARE CORP$391,9520.02%2,227CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$390,6820.02%659CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$390,3800.02%762CommonSOLE
285512109EAELECTRONIC ARTS INC$389,9870.02%2,442CommonSOLE
615369105MCOMOODYS CORP$388,2310.02%774CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$386,4100.02%2,347CommonSOLE
26603R106DUOLDUOLINGO INC$385,4190.02%940CommonSOLE
122017106BURLBURLINGTON STORES INC$384,7870.02%1,654CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$383,3210.02%4,210CommonSOLE
466313103JBLJABIL INC$382,3290.02%1,753CommonSOLE
31428X106FDXFEDEX CORP$373,9250.02%1,645CommonSOLE
701094104PHPARKER-HANNIFIN CORP$370,8880.02%531CommonSOLE
92276F100VTRVENTAS INC$369,4910.02%5,851CommonSOLE
893641100TDGTRANSDIGM GROUP INC$363,4330.02%239CommonSOLE
018802108LNTALLIANT ENERGY CORP$361,5500.02%5,979CommonSOLE
448579102HHYATT HOTELS CORP$359,0400.02%2,571CommonSOLE
487836108KKELLANOVA$355,8170.02%4,474CommonSOLE
983793100XPOXPO INC$354,7490.02%2,809CommonSOLE
980745103WWDWOODWARD INC$347,0470.02%1,416CommonSOLE
30034W106EVRGEVERGY INC$340,9280.02%4,946CommonSOLE
05550J101BJBJS WHSL CLUB HLDGS INC$339,2330.02%3,146CommonSOLE
88023U101SGISOMNIGROUP INTERNATIONAL INC$336,9840.02%4,952CommonSOLE
30161N101EXCEXELON CORP$334,6380.02%7,707CommonSOLE
833034101SNASNAP ON INC$334,5190.02%1,075CommonSOLE
27579R104EWBCEAST WEST BANCORP INC$332,3250.02%3,291CommonSOLE
22822V101CCICROWN CASTLE INC$332,1260.02%3,233CommonSOLE
19247G107COHRCOHERENT CORP$331,2370.02%3,713CommonSOLE
88579Y101MMM3M CO$330,9700.02%2,174CommonSOLE
144285103CRSCARPENTER TECHNOLOGY CORP$329,9980.02%1,194CommonSOLE
15118V207CELHCELSIUS HLDGS INC$327,7450.02%7,065CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP CO$327,4000.02%3,743CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$326,8210.02%1,606CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$324,8990.02%1,470CommonSOLE
29362U104ENTGENTEGRIS INC$319,6160.02%3,963CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$315,6350.02%2,191CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$315,5590.02%2,674CommonSOLE
682189105ONON SEMICONDUCTOR CORP$314,6700.02%6,004CommonSOLE
03662Q105AKXANSYS INC$313,6390.02%893CommonSOLE
759351604RGAREINSURANCE GRP OF AMERICA I$313,0120.02%1,578CommonSOLE
009066101ABNBAIRBNB INC$312,7190.02%2,363CommonSOLE
228368106CCKCROWN HLDGS INC$312,0290.02%3,030CommonSOLE
91529Y106UNMUNUM GROUP$310,6840.02%3,847CommonSOLE
035710839NLYANNALY CAPITAL MANAGEMENT IN$304,5080.02%16,180CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$303,0710.02%5,238CommonSOLE
14316J108CGCARLYLE GROUP INC$301,5120.01%5,866CommonSOLE
052769106ADSKAUTODESK INC$300,5920.01%971CommonSOLE
458140100INTCINTEL CORP$300,1150.01%13,398CommonSOLE
G87052109TELTE CONNECTIVITY PLC$298,3770.01%1,769CommonSOLE
00187Y100APGAPI GROUP CORP$298,3360.01%5,844CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$298,2110.01%2,102CommonSOLE
N20944109CNHCNH INDL N V$297,4840.01%22,954CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$296,8570.01%1,584CommonSOLE
29261A100EHCENCOMPASS HEALTH CORP$296,3970.01%2,417CommonSOLE
45073V108ITTITT INC$295,9380.01%1,887CommonSOLE
G3223R108EGEVEREST GROUP LTD$294,6500.01%867CommonSOLE
01741R102ATIATI INC$292,0880.01%3,383CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$290,8220.01%1,137CommonSOLE
30161Q104EXELEXELIXIS INC$288,2510.01%6,540CommonSOLE
75524B104RBCRBC BEARINGS INC$288,2150.01%749CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$286,4810.01%3,911CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$286,1340.01%1,449CommonSOLE
718546104PSXPHILLIPS 66$282,8600.01%2,371CommonSOLE
03674X106ARANTERO RESOURCES CORP$282,3230.01%7,009CommonSOLE
184496107CLHCLEAN HARBORS INC$277,8780.01%1,202CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$277,8250.01%3,246CommonSOLE
574599106MASMASCO CORP$277,3270.01%4,309CommonSOLE
817565104SCISERVICE CORP INTL$276,5160.01%3,397CommonSOLE
171779309CIENCIENA CORP$275,7090.01%3,390CommonSOLE
053611109AVYAVERY DENNISON CORP$274,0840.01%1,562CommonSOLE
889478103TOLTOLL BROTHERS INC$273,4550.01%2,396CommonSOLE
21874C102CNMCORE & MAIN INC$272,6610.01%4,518CommonSOLE
315616102FFIVF5 INC$269,3030.01%915CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC$268,6040.01%7,455CommonSOLE
29476L107EQREQUITY RESIDENTIAL$268,1380.01%3,973CommonSOLE
23345M107DTMDT MIDSTREAM INC$266,8610.01%2,428CommonSOLE
03852U106ARMKARAMARK$262,4410.01%6,268CommonSOLE
45168D104IDXXIDEXX LABS INC$259,5890.01%484CommonSOLE
320517105FHNFIRST HORIZON CORPORATION$257,8770.01%12,164CommonSOLE
49714P108KNSLKINSALE CAP GROUP INC$256,9510.01%531CommonSOLE
02005N100ALLYALLY FINL INC$256,5250.01%6,586CommonSOLE
512816109LAMRLAMAR ADVERTISING CO NEW$256,0700.01%2,110CommonSOLE
860630102SFSTIFEL FINL CORP$255,7140.01%2,464CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC$254,3510.01%6,940CommonSOLE
G3323L100FNFABRINET$253,7190.01%861CommonSOLE
127190304CACICACI INTL INC$250,7440.01%526CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$249,9530.01%1,144CommonSOLE
89832Q109TFCTRUIST FINL CORP$249,8150.01%5,811CommonSOLE
576323109MTZMASTEC INC$248,9980.01%1,461CommonSOLE
87612G101TRGPTARGA RES CORP$248,9340.01%1,430CommonSOLE
761152107RMDRESMED INC$248,4540.01%963CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$247,6520.01%808CommonSOLE
87162W100SNXTD SYNNEX CORPORATION$243,8530.01%1,797CommonSOLE
37940X102GPNGLOBAL PMTS INC$243,7220.01%3,045CommonSOLE
594972408MSTRMICROSTRATEGY INC$241,7300.01%598CommonSOLE
237266101DARDARLING INGREDIENTS INC$240,5020.01%6,339CommonSOLE
05352A100AVTRAVANTOR INC$240,3550.01%17,857CommonSOLE
70975L107PENPENUMBRA INC$238,4090.01%929CommonSOLE
36467W109GMEGAMESTOP CORP NEW$238,0710.01%9,761CommonSOLE
05464C101AXONAXON ENTERPRISE INC$237,6190.01%287CommonSOLE
69047Q102OVVOVINTIV INC$235,0350.01%6,177CommonSOLE
433000106HIMSHIMS & HERS HEALTH INC$234,3950.01%4,702CommonSOLE
531229755FWONKLIBERTY MEDIA CORP DEL$234,2890.01%2,242CommonSOLE
50155Q100KDKYNDRYL HLDGS INC$234,1370.01%5,580CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$232,9940.01%2,353CommonSOLE
75281A109RRCRANGE RES CORP$232,8760.01%5,726CommonSOLE
441593100HLIHOULIHAN LOKEY INC$232,8550.01%1,294CommonSOLE
29977A105EVREVERCORE INC$232,7570.01%862CommonSOLE
229663109CUBECUBESMART$232,3480.01%5,467CommonSOLE
013091103ACIALBERTSONS COS INC$231,6840.01%10,771CommonSOLE
705573103PEGAPEGASYSTEMS INC$231,0270.01%4,268CommonSOLE
12514G108CDWCDW CORP$230,9170.01%1,293CommonSOLE
758750103RRXREGAL REXNORD CORPORATION$230,6310.01%1,591CommonSOLE
91913Y100VLOVALERO ENERGY CORP$230,1270.01%1,712CommonSOLE
88162G103TTEKTETRA TECH INC NEW$228,4180.01%6,352CommonSOLE
37045V100GMGENERAL MTRS CO$225,6280.01%4,585CommonSOLE
88339J105TTDTHE TRADE DESK INC$225,4010.01%3,131CommonSOLE
974155103WINGWINGSTOP INC$225,2790.01%669CommonSOLE
42809H107HESHESS CORP$225,2660.01%1,626CommonSOLE
03831W108APPAPPLOVIN CORP$224,7510.01%642CommonSOLE
25746U109DDOMINION ENERGY INC$224,5540.01%3,973CommonSOLE
60937P106MDBMONGODB INC$222,7990.01%1,061CommonSOLE
224408104CRCRANE COMPANY$222,5510.01%1,172CommonSOLE
03076C106AMPAMERIPRISE FINL INC$220,9640.01%414CommonSOLE
89055F103BLDTOPBUILD CORP$220,4670.01%681CommonSOLE

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.