MondegarAI
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO

Q2 2025 · 13F-HR

PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIOholdings as filed

Filed 2025-07-15 · accession 0001007280-25-000005

$29.70B
Reported value
2,312
Positions
2025-06-30
Period end
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The Brief · PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO · Q2 2025

AI · grounded in 13F

PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO established a new position in NVDA valued at $1.75B. The fund also initiated new stakes in MSFT for $1.70B and AAPL for $1.32B. Additional new positions included AMZN at $888.51M and META at $689.40M.

Holdings as filed

First 500 of 2312

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANvidia Corp$1.75B5.88%11,045,650CommonSOLE
594918104MSFTMicrosoft Corp$1.70B5.71%3,407,878CommonSOLE
037833100AAPLApple Inc$1.32B4.45%6,444,197CommonSOLE
023135106AMZNAmazon.Com Inc$888.5M2.99%4,049,905CommonSOLE
30303M102METAMeta Platforms Inc-Clas$689.4M2.32%934,032CommonSOLE
11135F101AVGOBroadcom Inc$550.2M1.85%1,996,187CommonSOLE
464287200IVVIshares Core S&P 500 Et$502.8M1.69%809,800CommonSOLE
02079K305GOOGLAlphabet Inc-Cl A$449.4M1.51%2,549,805CommonSOLE
084670702BRK/BBerkshire Hathaway Inc-$405.7M1.37%835,081CommonSOLE
88160R101TSLATesla Inc$372.8M1.26%1,173,441CommonSOLE
02079K107GOOGAlphabet Inc-Cl C$364.8M1.23%2,056,368CommonSOLE
46625H100JPMJpmorgan Chase & Co$334.1M1.12%1,152,256CommonSOLE
57636Q104MAMastercard Inc - A$262.4M0.88%466,865CommonSOLE
874039100TSMTaiwan Semiconductor-Sp$262.3M0.88%1,158,047CommonSOLE
92826C839VVisa Inc-Class A Shares$260.5M0.88%733,670CommonSOLE
532457108LLYEli Lilly & Co$258.2M0.87%331,275CommonSOLE
64110L106NFLXNetflix Inc$241.9M0.81%180,653CommonSOLE
22160K105COSTCostco Wholesale Corp$221.1M0.74%223,309CommonSOLE
30231G102XOMExxon Mobil Corp$195.7M0.66%1,815,701CommonSOLE
931142103WMTWalmart Inc$195.5M0.66%1,999,382CommonSOLE
74340W103PLDPrologis Inc$179.1M0.60%1,703,599CommonSOLE
95040Q104WELLWelltower Inc$177.1M0.60%1,152,310CommonSOLE
478160104JNJJohnson & Johnson$170.0M0.57%1,112,978CommonSOLE
742718109PGProcter & Gamble Co/The$154.2M0.52%967,895CommonSOLE
437076102HDHome Depot Inc$152.7M0.51%416,534CommonSOLE
68389X105ORCLOracle Corp$149.1M0.50%681,800CommonSOLE
29444U700EQIXEquinix Inc$142.8M0.48%179,481CommonSOLE
00287Y109ABBVAbbvie Inc$136.7M0.46%736,329CommonSOLE
060505104BACBank Of America Corp$134.1M0.45%2,832,873CommonSOLE
58733R102MELIMercadolibre Inc$126.7M0.43%48,476CommonSOLE
69608A108PLTRPalantir Technologies I$123.9M0.42%908,712CommonSOLE
17275R102CSCOCisco Systems Inc$123.3M0.42%1,776,969CommonSOLE
718172109PMPhilip Morris Internati$121.4M0.41%666,527CommonSOLE
459200101IBMIntl Business Machines$117.4M0.40%398,136CommonSOLE
91324P102UNHUnitedhealth Group Inc$116.2M0.39%372,413CommonSOLE
09857L108BKNGBooking Holdings Inc$114.3M0.38%19,741CommonSOLE
191216100KOCoca-Cola Co/The$112.5M0.38%1,590,104CommonSOLE
369604301GEGeneral Electric$112.2M0.38%436,005CommonSOLE
949746101WMT2Wells Fargo & Co$108.8M0.37%1,358,025CommonSOLE
G54950103LINLinde Plc$106.3M0.36%226,551CommonSOLE
81141R100SESea Ltd-Adr$105.9M0.36%662,006CommonSOLE
79466L302CRMSalesforce Inc$105.4M0.35%386,550CommonSOLE
253868103DLRDigital Realty Trust In$103.3M0.35%592,348CommonSOLE
L8681T102SPOTSpotify Technology Sa$103.0M0.35%134,166CommonSOLE
002824100ABTAbbott Laboratories$99.5M0.34%731,821CommonSOLE
166764100CVXChevron Corp$98.3M0.33%686,233CommonSOLE
828806109SPGSimon Property Group In$94.4M0.32%587,346CommonSOLE
00206R102TAt&T Inc$93.5M0.31%3,232,421CommonSOLE
007903107AMDAdvanced Micro Devices$93.2M0.31%656,867CommonSOLE
254687106DISWalt Disney Co/The$91.6M0.31%738,653CommonSOLE
74460D109PSAPublic Storage$91.3M0.31%311,172CommonSOLE
461202103INTUIntuit Inc$90.5M0.30%114,941CommonSOLE
756109104ORealty Income Corp$90.4M0.30%1,569,818CommonSOLE
38141G104GSGoldman Sachs Group Inc$89.0M0.30%125,702CommonSOLE
46120E602ISRGIntuitive Surgical Inc$88.7M0.30%163,201CommonSOLE
81762P102NOWServicenow Inc$88.6M0.30%86,179CommonSOLE
580135101MCDMcdonald'S Corp$85.5M0.29%292,604CommonSOLE
008474108AEMAgnico Eagle Mines Ltd$85.0M0.29%714,952CommonSOLE
58933Y105MRKMerck & Co. Inc.$82.1M0.28%1,036,969CommonSOLE
92343V104VZVerizon Communications$80.6M0.27%1,863,641CommonSOLE
G1151C101ACNAccenture Plc-Cl A$79.8M0.27%266,882CommonSOLE
75513E101RTXRtx Corp$79.7M0.27%545,703CommonSOLE
882508104TXNTexas Instruments Inc$78.8M0.27%379,508CommonSOLE
H42097107UBSUbs Group Ag-Reg$77.3M0.26%2,292,635CommonSOLE
747525103QCOMQualcomm Inc$77.1M0.26%484,414CommonSOLE
90353T100UBERUber Technologies Inc$76.9M0.26%824,146CommonSOLE
149123101CATCaterpillar Inc$75.3M0.25%193,894CommonSOLE
713448108PEPPepsico Inc$74.0M0.25%560,483CommonSOLE
571748102MRSHMarsh & Mclennan Cos$72.8M0.25%332,959CommonSOLE
025816109AXPAmerican Express Co$72.6M0.24%227,554CommonSOLE
101137107BSXBoston Scientific Corp$72.2M0.24%671,935CommonSOLE
36828A101GEVGe Vernova Inc$72.1M0.24%136,313CommonSOLE
G6683N103NUNu Holdings Ltd/Cayman$71.7M0.24%5,228,590CommonSOLE
00724F101ADBEAdobe Inc$70.5M0.24%182,158CommonSOLE
09290D101BLKBlackrock Inc$68.9M0.23%65,628CommonSOLE
172967424CCitigroup Inc$68.4M0.23%803,989CommonSOLE
617446448MSMorgan Stanley$66.9M0.23%474,775CommonSOLE
038222105AMATApplied Materials Inc$66.6M0.22%363,908CommonSOLE
78409V104SPGIS&P Global Inc$66.6M0.22%126,314CommonSOLE
375558103GILDGilead Sciences Inc$66.3M0.22%598,346CommonSOLE
40415F101HDBHdfc Bank Ltd-Adr$66.0M0.22%860,958CommonSOLE
743315103PGRProgressive Corp$66.0M0.22%247,254CommonSOLE
808513105SCHWSchwab (Charles) Corp$63.5M0.21%696,105CommonSOLE
883556102TMOThermo Fisher Scientifi$62.7M0.21%154,698CommonSOLE
14040H105COFCapital One Financial C$62.6M0.21%294,145CommonSOLE
097023105BABoeing Co/The$61.9M0.21%295,578CommonSOLE
031162100AMGNAmgen Inc$61.7M0.21%221,004CommonSOLE
20030N101CMCSAComcast Corp-Class A$61.7M0.21%1,727,622CommonSOLE
438516106HONHoneywell International$61.4M0.21%263,630CommonSOLE
872540109TJXTjx Companies Inc$59.0M0.20%477,819CommonSOLE
G29183103ETNEaton Corp Plc$58.7M0.20%164,426CommonSOLE
65339F101NEENextera Energy Inc$58.4M0.20%841,129CommonSOLE
595112103MUMicron Technology Inc$58.2M0.20%472,220CommonSOLE
064058100BKBank Of New York Mellon$56.6M0.19%620,715CommonSOLE
863667101SYKStryker Corp$56.3M0.19%142,271CommonSOLE
717081103PFEPfizer Inc$56.2M0.19%2,317,180CommonSOLE
907818108UNPUnion Pacific Corp$56.1M0.19%243,934CommonSOLE
032095101APHAmphenol Corp-Cl A$56.1M0.19%567,640CommonSOLE
697435105PANWPalo Alto Networks Inc$54.8M0.18%267,927CommonSOLE
30225T102EXRExtra Space Storage Inc$54.4M0.18%368,913CommonSOLE
512807306LRCXLam Research Corp$53.8M0.18%552,867CommonSOLE
053015103ADPAutomatic Data Processi$53.0M0.18%171,719CommonSOLE
235851102DHRDanaher Corp$51.7M0.17%261,487CommonSOLE
22788C105CRWDCrowdstrike Holdings In$51.6M0.17%101,325CommonSOLE
053484101AVBAvalonbay Communities I$51.3M0.17%252,233CommonSOLE
G5960L103MDTMedtronic Plc$51.3M0.17%588,528CommonSOLE
548661107LOWLowe'S Cos Inc$51.1M0.17%230,122CommonSOLE
244199105DEDeere & Co$50.7M0.17%99,657CommonSOLE
482480100KLACKla Corp$50.0M0.17%55,788CommonSOLE
465562106ITUBItau Unibanco H-Spon Pr$49.9M0.17%7,355,262CommonSOLE
92276F100VTRVentas Inc$49.2M0.17%778,403CommonSOLE
032654105ADIAnalog Devices Inc$48.9M0.16%205,424CommonSOLE
92532F100VRTXVertex Pharmaceuticals$47.2M0.16%106,055CommonSOLE
20825C104COPConocophillips$46.3M0.16%516,327CommonSOLE
H1467J104CBChubb Ltd$45.5M0.15%157,113CommonSOLE
09260D107BXBlackstone Inc$45.5M0.15%303,885CommonSOLE
58155Q103MCKMckesson Corp$45.4M0.15%61,965CommonSOLE
456788108INFYInfosys Ltd-Sp Adr$45.2M0.15%2,441,839CommonSOLE
872590104TMUST-Mobile Us Inc$45.2M0.15%189,883CommonSOLE
88034P109TMETencent Music Entertain$44.5M0.15%2,281,221CommonSOLE
040413205ANETArista Networks Inc$44.0M0.15%429,721CommonSOLE
02209S103MOAltria Group Inc$42.9M0.14%732,064CommonSOLE
855244109SBUXStarbucks Corp$42.7M0.14%466,496CommonSOLE
45866F104ICEIntercontinental Exchan$42.7M0.14%232,689CommonSOLE
03027X100AMTAmerican Tower Corp$42.2M0.14%190,789CommonSOLE
29476L107EQREquity Residential$41.6M0.14%616,045CommonSOLE
110122108BMYBristol-Myers Squibb Co$41.5M0.14%896,180CommonSOLE
842587107SOSouthern Co/The$41.5M0.14%451,487CommonSOLE
G8994E103TTTrane Technologies Plc$41.3M0.14%94,351CommonSOLE
21037T109CEGConstellation Energy$41.2M0.14%127,754CommonSOLE
594972408MSTRMicrostrategy Inc-Cl A$41.2M0.14%101,880CommonSOLE
337738108FISVFiserv Inc$40.9M0.14%237,206CommonSOLE
G2519Y108BAPCredicorp Ltd$40.5M0.14%181,077CommonSOLE
12572Q105CMECme Group Inc$40.4M0.14%146,685CommonSOLE
531229755FWONKLiberty Media Corp-Form$40.0M0.13%382,584CommonSOLE
458140100INTCIntel Corp$39.9M0.13%1,782,465CommonSOLE
539830109LMTLockheed Martin Corp$39.8M0.13%85,909CommonSOLE
136375102CNICanadian Natl Railway C$38.5M0.13%370,216CommonSOLE
036752103ELVElevance Health Inc$38.0M0.13%97,740CommonSOLE
125523100CIThe Cigna Group$37.9M0.13%114,621CommonSOLE
88579Y101MMM3M Co$37.8M0.13%248,198CommonSOLE
26441C204DUKDuke Energy Corp$37.6M0.13%318,807CommonSOLE
126650100CVSCvs Health Corp$37.5M0.13%543,655CommonSOLE
25809K105DASHDoordash Inc - A$37.1M0.12%150,382CommonSOLE
701094104PHParker Hannifin Corp$37.0M0.12%52,988CommonSOLE
615369105MCOMoody'S Corp$36.8M0.12%73,387CommonSOLE
48251W104KKRKkr & Co Inc$36.8M0.12%276,607CommonSOLE
780087102RYRoyal Bank Of Canada$35.9M0.12%273,059CommonSOLE
172908105CTASCintas Corp$35.8M0.12%160,600CommonSOLE
609207105MDLZMondelez International$35.6M0.12%528,445CommonSOLE
127387108CDNSCadence Design Sys Inc$35.4M0.12%114,941CommonSOLE
94106L109WMWaste Management Inc$34.9M0.12%152,566CommonSOLE
33767U107FSUNFirstsun Capital Bancor$34.9M0.12%1,004,038CommonSOLE
03831W108APPApplovin Corp-Class A$34.9M0.12%99,619CommonSOLE
31488V107FERGFerguson Enterprises In$34.8M0.12%159,875CommonSOLE
871607107SNPSSynopsys Inc$34.3M0.12%66,943CommonSOLE
893641100TDGTransdigm Group Inc$34.3M0.12%22,545CommonSOLE
654106103NKENike Inc -Cl B$34.0M0.11%479,025CommonSOLE
969457100WMBWilliams Cos Inc$33.5M0.11%533,268CommonSOLE
46187W107INVHInvitation Homes Inc$33.3M0.11%1,015,557CommonSOLE
22266T109CPNGCoupang Inc$33.2M0.11%1,109,175CommonSOLE
363576109AJGArthur J Gallagher & Co$33.1M0.11%103,434CommonSOLE
824348106SHWSherwin-Williams Co/The$33.1M0.11%96,431CommonSOLE
67103H107ORLYO'Reilly Automotive Inc$32.9M0.11%365,225CommonSOLE
291011104EMREmerson Electric Co$32.6M0.11%244,473CommonSOLE
D18190898DBDeutsche Bank Ag-Regist$32.3M0.11%1,109,892CommonSOLE
297178105ESSEssex Property Trust In$32.0M0.11%113,003CommonSOLE
867224107SUSuncor Energy Inc$31.5M0.11%841,833CommonSOLE
G51502105JCIJohnson Controls Intern$31.3M0.11%296,023CommonSOLE
37045V100GMGeneral Motors Co$31.1M0.10%632,331CommonSOLE
G0403H108AONAon Plc-Class A$30.9M0.10%86,726CommonSOLE
59522J103MAAMid-America Apartment C$30.8M0.10%208,145CommonSOLE
911312106UPSUnited Parcel Service-C$30.8M0.10%305,103CommonSOLE
169656105CMGChipotle Mexican Grill$30.7M0.10%547,116CommonSOLE
443201108HWMHowmet Aerospace Inc$30.7M0.10%164,696CommonSOLE
06738E204BCSBarclays Plc-Spons Adr$30.7M0.10%1,648,764CommonSOLE
452308109ITWIllinois Tool Works$30.6M0.10%123,911CommonSOLE
49456B101KMIKinder Morgan Inc$30.6M0.10%1,039,834CommonSOLE
82509L107SHOPShopify Inc - Class A$30.4M0.10%264,113CommonSOLE
464285204IAUIshares Gold Trust$30.4M0.10%486,700CommonSOLE
369550108GDGeneral Dynamics Corp$30.3M0.10%104,041CommonSOLE
70450Y103PYPLPaypal Holdings Inc$30.3M0.10%407,956CommonSOLE
693475105PNCPnc Financial Services$30.3M0.10%162,364CommonSOLE
26875P101EOGEog Resources Inc$30.2M0.10%252,364CommonSOLE
962879102WPMWheaton Precious Metals$30.1M0.10%335,815CommonSOLE
311900104FASTFastenal Co$30.1M0.10%717,383CommonSOLE
92537N108VRTVertiv Holdings Co-A$30.1M0.10%234,319CommonSOLE
194162103CLColgate-Palmolive Co$30.0M0.10%330,556CommonSOLE
052769106ADSKAutodesk Inc$30.0M0.10%96,761CommonSOLE
34959E109FTNTFortinet Inc$29.5M0.10%278,677CommonSOLE
G3643J108FLUTFlutter Entertainment P$29.3M0.10%102,640CommonSOLE
M22465104CHKPCheck Point Software Te$29.3M0.10%132,320CommonSOLE
40412C101HCAHca Healthcare Inc$29.0M0.10%75,774CommonSOLE
620076307MSIMotorola Solutions Inc$28.9M0.10%68,678CommonSOLE
G25508105CRHCrh Plc$28.8M0.10%314,111CommonSOLE
902973304USBUs Bancorp$28.8M0.10%637,044CommonSOLE
03073E105CORCencora Inc$28.8M0.10%96,077CommonSOLE
98978V103ZTSZoetis Inc$28.6M0.10%183,633CommonSOLE
833445109SNOWSnowflake Inc$28.6M0.10%127,636CommonSOLE
89417E109TRVTravelers Cos Inc/The$27.9M0.09%104,409CommonSOLE
666807102NOCNorthrop Grumman Corp$27.7M0.09%55,311CommonSOLE
059460303BBDBanco Bradesco-Adr$27.6M0.09%8,947,488CommonSOLE
776696106ROPRoper Technologies Inc$27.6M0.09%48,763CommonSOLE
278865100ECLEcolab Inc$27.4M0.09%101,775CommonSOLE
573874104MRVLMarvell Technology Inc$27.3M0.09%352,590CommonSOLE
N3167Y103RACEFerrari Nv$27.0M0.09%55,252CommonSOLE
92840M102VSTVistra Corp$26.9M0.09%138,829CommonSOLE
891160509TDToronto-Dominion Bank$26.6M0.09%362,353CommonSOLE
866674104SUISun Communities Inc$26.6M0.09%210,162CommonSOLE
651639106NEMNewmont Corp$26.5M0.09%454,049CommonSOLE
43300A203HLTHilton Worldwide Holdin$26.2M0.09%98,239CommonSOLE
19260Q107COINCoinbase Global Inc -Cl$26.1M0.09%74,600CommonSOLE
16411R208LNGCheniere Energy Inc$25.7M0.09%105,500CommonSOLE
009158106APDAir Products & Chemical$25.6M0.09%90,610CommonSOLE
053332102AZOAutozone Inc$25.5M0.09%6,871CommonSOLE
571903202MARMarriott International$25.4M0.09%92,844CommonSOLE
35671D857FCXFreeport-Mcmoran Inc$25.3M0.09%583,381CommonSOLE
13646K108CPCanadian Pacific Kansas$25.2M0.08%317,971CommonSOLE
126408103CSXCsx Corp$25.1M0.08%770,668CommonSOLE
770700102HOODRobinhood Markets Inc -$25.1M0.08%268,012CommonSOLE
629377508NRGNrg Energy Inc$25.0M0.08%155,608CommonSOLE
49446R109KIMKimco Realty Corp$24.9M0.08%1,186,849CommonSOLE
V7780T103RCLRoyal Caribbean Cruises$24.6M0.08%78,664CommonSOLE
74762E102QUREQuanta Services Inc$24.6M0.08%65,021CommonSOLE
025537101AEPAmerican Electric Power$24.5M0.08%235,701CommonSOLE
14448C104CARRCarrier Global Corp$24.4M0.08%333,899CommonSOLE
020002101ALLAllstate Corp$24.4M0.08%121,360CommonSOLE
03769M106APOApollo Global Managemen$24.1M0.08%170,095CommonSOLE
29250N105ENBEnbridge Inc$24.0M0.08%531,000CommonSOLE
92936U109WPCWp Carey Inc$24.0M0.08%384,328CommonSOLE
655844108NSCNorfolk Southern Corp$23.6M0.08%92,112CommonSOLE
001055102AFLAflac Inc$23.5M0.08%222,694CommonSOLE
18915M107NETCloudflare Inc - Class$23.5M0.08%119,814CommonSOLE
03076C106AMPAmeriprise Financial In$23.4M0.08%43,764CommonSOLE
009066101ABNBAirbnb Inc-Class A$23.0M0.08%173,982CommonSOLE
89832Q109TFCTruist Financial Corp$23.0M0.08%534,371CommonSOLE
31428X106FDXFedex Corp$22.9M0.08%100,870CommonSOLE
14149Y108CAHCardinal Health Inc$22.9M0.08%136,023CommonSOLE
026874784AIGAmerican International$22.7M0.08%265,070CommonSOLE
G98239109XPXp Inc - Class A$22.6M0.08%1,117,636CommonSOLE
05464C101AXONAxon Enterprise Inc$22.4M0.08%27,102CommonSOLE
75886F107REGNRegeneron Pharmaceutica$22.3M0.08%42,540CommonSOLE
760759100RSGRepublic Services Inc$22.3M0.08%90,326CommonSOLE
16119P108CHTRCharter Communications$22.3M0.07%54,474CommonSOLE
911363109URIUnited Rentals Inc$22.2M0.07%29,514CommonSOLE
55354G100MSCIMsci Inc$22.0M0.07%38,183CommonSOLE
92345Y106VRSKVerisk Analytics Inc$21.9M0.07%70,415CommonSOLE
902653104UDRUdr Inc$21.7M0.07%532,071CommonSOLE
502431109LHXL3Harris Technologies I$21.6M0.07%86,247CommonSOLE
771049103RBLXRoblox Corp -Class A$21.5M0.07%204,640CommonSOLE
816851109SRESempra$21.4M0.07%282,280CommonSOLE
42250P103DOCHealthpeak Properties I$21.4M0.07%1,221,135CommonSOLE
133131102CPTCamden Property Trust$21.4M0.07%189,691CommonSOLE
344419106FMXFomento Economico Mex-S$21.4M0.07%207,427CommonSOLE
693718108PCARPaccar Inc$21.3M0.07%224,139CommonSOLE
59156R108METMetlife Inc$21.3M0.07%264,830CommonSOLE
98138H101WDAYWorkday Inc-Class A$21.1M0.07%88,019CommonSOLE
758849103REGRegency Centers Corp$20.9M0.07%292,830CommonSOLE
277276101EGPEastgroup Properties In$20.8M0.07%124,400CommonSOLE
29472R108ELSEquity Lifestyle Proper$20.8M0.07%336,766CommonSOLE
87165B103SYFSynchrony Financial$20.6M0.07%308,033CommonSOLE
98389B100XELXcel Energy Inc$20.5M0.07%301,367CommonSOLE
02665T306AMHAmerican Homes 4 Rent-$20.5M0.07%568,908CommonSOLE
56585A102MPCMarathon Petroleum Corp$20.5M0.07%123,253CommonSOLE
74935Q107RBARb Global Inc$20.4M0.07%192,569CommonSOLE
466313103JBLJabil Inc$20.4M0.07%93,444CommonSOLE
303250104FICOFair Isaac Corp$20.3M0.07%11,124CommonSOLE
075887109BDXBecton Dickinson And Co$20.1M0.07%116,669CommonSOLE
71654V408PBRPetroleo Brasileiro-Spo$20.0M0.07%1,597,885CommonSOLE
231021106CMICummins Inc$19.8M0.07%60,582CommonSOLE
25746U109DDominion Energy Inc$19.8M0.07%350,749CommonSOLE
91913Y100VLOValero Energy Corp$19.8M0.07%147,448CommonSOLE
015271109AREAlexandria Real Estate$19.8M0.07%272,593CommonSOLE
922475108VEEVVeeva Systems Inc-Class$19.6M0.07%68,038CommonSOLE
778296103ROSTRoss Stores Inc$19.5M0.07%153,149CommonSOLE
61174X109MNSTMonster Beverage Corp$19.3M0.06%307,627CommonSOLE
217204106CPRTCopart Inc$19.1M0.06%390,140CommonSOLE
517834107LVSLas Vegas Sands Corp$19.1M0.06%438,028CommonSOLE
008492100ADCAgree Realty Corp$19.0M0.06%259,974CommonSOLE
44107P104HSTHost Hotels & Resorts I$18.9M0.06%1,227,268CommonSOLE
704326107PAYXPaychex Inc$18.8M0.06%129,115CommonSOLE
28176E108EWEdwards Lifesciences Co$18.8M0.06%240,089CommonSOLE
806857108SLBSchlumberger Ltd$18.8M0.06%554,830CommonSOLE
G3265R107APTVAptiv Plc$18.7M0.06%274,293CommonSOLE
681936100OHIOmega Healthcare Invest$18.7M0.06%510,387CommonSOLE
929740108WABWabtec Corp$18.6M0.06%89,028CommonSOLE
87612E106TGTTarget Corp$18.5M0.06%187,917CommonSOLE
416515104HIGHartford Insurance Grou$18.5M0.06%145,659CommonSOLE
36266G107GEHCGe Healthcare Technolog$18.3M0.06%246,483CommonSOLE
247361702DALDelta Air Lines Inc$18.1M0.06%368,825CommonSOLE
12504L109CBRECbre Group Inc - A$18.1M0.06%129,416CommonSOLE
925652109VICIVici Properties Inc$17.9M0.06%550,500CommonSOLE
01609W102BABAAlibaba Group Holding-S$17.8M0.06%157,227CommonSOLE
494368103KMBKimberly-Clark Corp$17.7M0.06%137,380CommonSOLE
722304102PDDPdd Holdings Inc$17.7M0.06%169,135CommonSOLE
345370860FFord Motor Co$17.6M0.06%1,625,048CommonSOLE
384802104GWWWw Grainger Inc$17.6M0.06%16,935CommonSOLE
609839105MPWRMonolithic Power System$17.5M0.06%23,944CommonSOLE
49271V100KDPKeurig Dr Pepper Inc$17.5M0.06%528,216CommonSOLE
101121101BXPBxp Inc$17.3M0.06%256,687CommonSOLE
G0378L100AUAnglogold Ashanti Plc$17.3M0.06%379,450CommonSOLE
229663109CUBECubesmart$17.3M0.06%406,274CommonSOLE
501044101KRKroger Co$17.3M0.06%240,657CommonSOLE
22052L104CTVACorteva Inc$17.2M0.06%231,078CommonSOLE
852234103XYZBlock Inc$17.1M0.06%251,800CommonSOLE
929160109VMCVulcan Materials Co$16.9M0.06%64,762CommonSOLE
88557W101QFINQifu Technology Inc$16.6M0.06%382,175CommonSOLE
146869102CVNACarvana Co$16.5M0.06%49,027CommonSOLE
22160N109CSGPCostar Group Inc$16.5M0.06%204,904CommonSOLE
351858105FNVFranco-Nevada Corp$16.4M0.06%99,847CommonSOLE
26614N102DDDupont De Nemours Inc$16.1M0.05%234,686CommonSOLE
670346105NUENucor Corp$15.9M0.05%123,122CommonSOLE
24703L202DELLDell Technologies -C$15.9M0.05%129,689CommonSOLE
682680103OKEOneok Inc$15.8M0.05%194,018CommonSOLE
30161N101EXCExelon Corp$15.8M0.05%364,284CommonSOLE
754730109RJFRaymond James Financial$15.7M0.05%102,487CommonSOLE
718546104PSXPhillips 66$15.7M0.05%131,496CommonSOLE
45841N107IBKRInteractive Brokers Gro$15.6M0.05%281,554CommonSOLE
92763W103VIPSVipshop Holdings Ltd -$15.5M0.05%1,032,760CommonSOLE
11133T103BRBroadridge Financial So$15.5M0.05%63,780CommonSOLE
95082P105WCCWesco International Inc$15.4M0.05%82,957CommonSOLE
31620M106FISFidelity National Info$15.3M0.05%188,015CommonSOLE
049560105ATOAtmos Energy Corp$15.3M0.05%99,235CommonSOLE
285512109EAElectronic Arts Inc$15.3M0.05%95,648CommonSOLE
49338L103KEYSKeysight Technologies I$15.3M0.05%93,082CommonSOLE
88018T101TDFTempleton Dragon Fund I$15.2M0.05%1,523,013CommonSOLE
45104G104IBNIcici Bank Ltd-Spon Adr$15.1M0.05%448,454CommonSOLE
G3156P103ASAAsa Gold And Precious M$15.0M0.05%474,599CommonSOLE
219350105GLWCorning Inc$14.9M0.05%284,000CommonSOLE
45168D104IDXXIdexx Laboratories Inc$14.9M0.05%27,716CommonSOLE
165167735EXEExpand Energy Corp$14.9M0.05%126,998CommonSOLE
910047109UALUnited Airlines Holding$14.7M0.05%184,822CommonSOLE
76169C100REXRRexford Industrial Real$14.6M0.05%411,128CommonSOLE
042068205ARMArm Holdings Plc-Adr$14.4M0.05%89,287CommonSOLE
892356106TSCOTractor Supply Company$14.4M0.05%272,459CommonSOLE
637417106NNNNnn Reit Inc$14.3M0.05%331,846CommonSOLE
172062101CINFCincinnati Financial Co$14.3M0.05%95,914CommonSOLE
64110W102NTESNetease Inc-Adr$14.2M0.05%105,480CommonSOLE
15189T107CNPCenterpoint Energy Inc$14.2M0.05%385,536CommonSOLE
98980G102ZSZscaler Inc$14.1M0.05%45,001CommonSOLE
192446102CTSHCognizant Tech Solution$14.1M0.05%180,429CommonSOLE
031100100AMEAmetek Inc$14.1M0.05%77,682CommonSOLE
874036106TWNTaiwan Fund Inc/The/Md$14.0M0.05%313,388CommonSOLE
761152107RMDResmed Inc$14.0M0.05%54,395CommonSOLE
744573106PEGPublic Service Enterpri$14.0M0.05%166,647CommonSOLE
11120U105BRXBrixmor Property Group$14.0M0.05%537,634CommonSOLE
681116109OLLIOllie'S Bargain Outlet$14.0M0.05%106,151CommonSOLE
049468101TEAMAtlassian Corp-Cl A$13.9M0.05%68,265CommonSOLE
22822V101CCICrown Castle Inc$13.8M0.05%134,706CommonSOLE
380237107GDDYGodaddy Inc - Class A$13.6M0.05%75,805CommonSOLE
349553107FTSFortis Inc$13.6M0.05%285,507CommonSOLE
744320102PRUPrudential Financial In$13.6M0.05%126,517CommonSOLE
237194105DRIDarden Restaurants Inc$13.6M0.05%62,192CommonSOLE
443573100HUBSHubspot Inc$13.6M0.05%24,350CommonSOLE
L44385109GLOBGlobant Sa$13.5M0.05%148,764CommonSOLE
874054109TTWOTake-Two Interactive So$13.5M0.05%55,572CommonSOLE
538034109LYVLive Nation Entertainme$13.5M0.05%89,151CommonSOLE
H8088L103SRADSportradar Group Ag-A$13.1M0.04%467,918CommonSOLE
313745101FRTFederal Realty Invs Tru$13.1M0.04%137,907CommonSOLE
219948106CPAYCorpay Inc$13.1M0.04%39,450CommonSOLE
H2906T109GRMNGarmin Ltd$13.1M0.04%62,603CommonSOLE
29364G103ETREntergy Corp$13.0M0.04%156,458CommonSOLE
78410G104SBACSba Communications Corp$12.9M0.04%54,891CommonSOLE
23804L103DDOGDatadog Inc - Class A$12.9M0.04%95,850CommonSOLE
45784P101PODDInsulet Corp$12.9M0.04%40,956CommonSOLE
G8473T100STESteris Plc$12.8M0.04%53,452CommonSOLE
988498101YUMYum! Brands Inc$12.8M0.04%86,542CommonSOLE
125896100CMSCms Energy Corp$12.8M0.04%184,625CommonSOLE
25278X109FANGDiamondback Energy Inc$12.7M0.04%92,317CommonSOLE
02043Q107ALNYAlnylam Pharmaceuticals$12.6M0.04%38,752CommonSOLE
958102105WDCWestern Digital Corp$12.6M0.04%197,043CommonSOLE
49177J102KVUEKenvue Inc$12.6M0.04%601,880CommonSOLE
174610105CFGCitizens Financial Grou$12.5M0.04%280,323CommonSOLE
48581R205KSPIJsc Kaspi.Kz Adr$12.5M0.04%147,485CommonSOLE
67077M108NTRNutrien Ltd$12.5M0.04%214,076CommonSOLE
68902V107OTISOtis Worldwide Corp$12.4M0.04%125,465CommonSOLE
278642103EBAYEbay Inc$12.3M0.04%165,276CommonSOLE
74834L100DGXQuest Diagnostics Inc$12.2M0.04%68,168CommonSOLE
70438V106PCTYPaylocity Holding Corp$12.2M0.04%67,464CommonSOLE
42809H107HESHess Corp$12.2M0.04%87,738CommonSOLE
209115104EDConsolidated Edison Inc$12.1M0.04%120,251CommonSOLE
72352L106PINSPinterest Inc- Class A$12.0M0.04%334,171CommonSOLE
85254J102STAGStag Industrial Inc$12.0M0.04%329,718CommonSOLE
896239100TRMBTrimble Inc$11.9M0.04%157,218CommonSOLE
30212P303EXPEExpedia Group Inc$11.9M0.04%70,356CommonSOLE
773903109ROKRockwell Automation Inc$11.8M0.04%35,659CommonSOLE
M7516K103NVMINova Ltd$11.8M0.04%42,797CommonSOLE
015857105AQNAlgonquin Power & Utili$11.8M0.04%2,066,247CommonSOLE
892672106TWTradeweb Markets Inc-Cl$11.8M0.04%80,830CommonSOLE
05722G100BKRBaker Hughes Co$11.8M0.04%307,911CommonSOLE
87612G101TRGPTarga Resources Corp$11.8M0.04%67,794CommonSOLE
74144T108TROWT Rowe Price Group Inc$11.7M0.04%121,239CommonSOLE
294821608ERICEricsson (Lm) Tel-Sp Ad$11.7M0.04%1,376,301CommonSOLE
941848103WATWaters Corp$11.6M0.04%33,341CommonSOLE
595017104MCHPMicrochip Technology In$11.5M0.04%163,858CommonSOLE
05534B760BCEBce Inc$11.5M0.04%520,542CommonSOLE
32054K103FRFirst Industrial Realty$11.5M0.04%239,372CommonSOLE
631103108NDAQNasdaq Inc$11.4M0.04%128,039CommonSOLE
48020Q107JLLJones Lang Lasalle Inc$11.4M0.04%44,707CommonSOLE
871829107SYYSysco Corp$11.4M0.04%150,642CommonSOLE
039483102ADMArcher-Daniels-Midland$11.3M0.04%214,951CommonSOLE
90138F102TWLOTwilio Inc - A$11.3M0.04%91,122CommonSOLE
G0450A105ACGLArch Capital Group Ltd$11.3M0.04%123,851CommonSOLE
H50430232LOGILogitech International-$11.2M0.04%125,353CommonSOLE
833635105SQMQuimica Y Minera Chil-S$11.2M0.04%318,454CommonSOLE
40171V100GWREGuidewire Software Inc$11.2M0.04%47,555CommonSOLE
929042109VNOVornado Realty Trust$11.2M0.04%292,665CommonSOLE
256746108DLTRDollar Tree Inc$11.2M0.04%112,620CommonSOLE
92939U106WECWec Energy Group Inc$11.1M0.04%106,551CommonSOLE
00846U101AAgilent Technologies In$11.0M0.04%93,506CommonSOLE
113004105BAMBrookfield Asset Mgmt-A$11.0M0.04%199,036CommonSOLE
23331A109DHIDr Horton Inc$11.0M0.04%85,185CommonSOLE
989207105ZBRAZebra Technologies Corp$11.0M0.04%35,592CommonSOLE
980745103WWDWoodward Inc$11.0M0.04%44,771CommonSOLE
N07059210ASMLAsml Holding Nv-Ny Reg$10.9M0.04%13,583CommonSOLE
912008109USFDUs Foods Holding Corp$10.8M0.04%140,649CommonSOLE
26884L109EQTEqt Corp$10.8M0.04%185,095CommonSOLE
P31076105CPACopa Holdings Sa-Class$10.8M0.04%97,823CommonSOLE
252131107DXCMDexcom Inc$10.7M0.04%122,360CommonSOLE
15135B101CNCCentene Corp$10.6M0.04%195,387CommonSOLE
89400J107TRUTransunion$10.5M0.04%119,766CommonSOLE
458334109IPARInterparfums Inc$10.5M0.04%79,823CommonSOLE
N72482206QGENQiagen N.V.$10.4M0.04%217,997CommonSOLE
45687V106IRIngersoll-Rand Inc$10.4M0.04%125,302CommonSOLE
45073V108ITTItt Inc$10.4M0.03%66,209CommonSOLE
751212101RLRalph Lauren Corp$10.3M0.03%37,634CommonSOLE
42824C109HPEHewlett Packard Enterpr$10.3M0.03%504,433CommonSOLE
679580100ODFLOld Dominion Freight Li$10.3M0.03%63,403CommonSOLE
03662Q105AKXAnsys Inc$10.3M0.03%29,245CommonSOLE
573284106MLMMartin Marietta Materia$10.2M0.03%18,618CommonSOLE
857477103STTState Street Corp$10.2M0.03%96,103CommonSOLE
55261F104MTBM & T Bank Corp$10.2M0.03%52,610CommonSOLE
03990B101ARESAres Management Corp -$10.2M0.03%58,850CommonSOLE
29084Q100EMEEmcor Group Inc$10.2M0.03%19,043CommonSOLE
21874C102CNMCore & Main Inc-Class A$10.1M0.03%167,010CommonSOLE
25754A201DPZDomino'S Pizza Inc$10.0M0.03%22,291CommonSOLE
88339J105TTDTrade Desk Inc/The -Cla$10.0M0.03%138,904CommonSOLE
115236101BROBrown & Brown Inc$10.0M0.03%89,972CommonSOLE
294429105EFXEquifax Inc$10.0M0.03%38,438CommonSOLE
444859102HUMHumana Inc$10.0M0.03%40,706CommonSOLE
228368106CCKCrown Holdings Inc$9.9M0.03%96,579CommonSOLE
75524B104RBCRbc Bearings Inc$9.9M0.03%25,803CommonSOLE
91529Y106UNMUnum Group$9.8M0.03%121,562CommonSOLE
42226A107HQYHealthequity Inc$9.8M0.03%93,547CommonSOLE
85208M102SFMSprouts Farmers Market$9.8M0.03%59,475CommonSOLE
98419M100XYLXylem Inc$9.8M0.03%75,550CommonSOLE
88023U101SGISomnigroup Internationa$9.7M0.03%142,656CommonSOLE
42226K105HRHealthcare Realty Trust$9.6M0.03%607,786CommonSOLE
G96629103WTWWillis Towers Watson Pl$9.6M0.03%31,412CommonSOLE
268150109DTDynatrace Inc$9.6M0.03%173,310CommonSOLE
48241A105KBKb Financial Group Inc-$9.6M0.03%115,825CommonSOLE
89677Q107TCOMTrip.Com Group Ltd-Adr$9.6M0.03%163,068CommonSOLE
50212V100LPLALpl Financial Holdings$9.5M0.03%25,359CommonSOLE
46284V101IRMIron Mountain Inc$9.5M0.03%92,597CommonSOLE
69331C108PCGP G & E Corp$9.5M0.03%680,694CommonSOLE
441593100HLIHoulihan Lokey Inc$9.5M0.03%52,622CommonSOLE
143658300CCL1EURCarnival Corp$9.4M0.03%335,578CommonSOLE
366651107ITGartner Inc$9.4M0.03%23,261CommonSOLE
72346Q104Pinnacle Financial Part$9.4M0.03%84,838CommonSOLE
615394202MOG/AMoog Inc-Class A$9.4M0.03%51,756CommonSOLE
013091103ACIAlbertsons Cos Inc - Cl$9.4M0.03%435,301CommonSOLE
617468103XCAFXMorgan Stanley China A$9.2M0.03%665,305CommonSOLE
29670E107EPRTEssential Properties Re$9.1M0.03%286,625CommonSOLE
31620R303FNFFidelity National Finan$9.1M0.03%163,092CommonSOLE
316773100FITBFifth Third Bancorp$9.1M0.03%222,210CommonSOLE
456837103INGIng Groep N.V.-Sponsore$9.1M0.03%417,618CommonSOLE
01973R101ALSNAllison Transmission Ho$9.1M0.03%95,990CommonSOLE
233331107DTEDte Energy Company$9.1M0.03%68,366CommonSOLE
00508Y102AYIAcuity Inc$8.9M0.03%29,685CommonSOLE
023608102AEEAmeren Corporation$8.9M0.03%92,154CommonSOLE
78467J100SSNCSs&C Technologies Holdi$8.8M0.03%106,588CommonSOLE
222795502CUZCousins Properties Inc$8.8M0.03%293,438CommonSOLE
370334104GISGeneral Mills Inc$8.8M0.03%170,015CommonSOLE
526057104LENLennar Corp-A$8.8M0.03%79,629CommonSOLE
038336103ATRAptargroup Inc$8.8M0.03%56,223CommonSOLE
674599105OXYOccidental Petroleum Co$8.8M0.03%209,098CommonSOLE
29082A107EMBJEmbraer Sa-Spon Adr$8.8M0.03%153,866CommonSOLE
460146103IPInternational Paper Co$8.7M0.03%185,428CommonSOLE
46266C105IQVIqvia Holdings Inc$8.6M0.03%54,394CommonSOLE
688239201OSKOshkosh Corp$8.6M0.03%75,321CommonSOLE
14174T107CTRECaretrust Reit Inc$8.5M0.03%278,059CommonSOLE
398182303AHRAmerican Healthcare Rei$8.5M0.03%231,343CommonSOLE
03674X106ARAntero Resources Corp$8.5M0.03%210,960CommonSOLE
78377T107RHPRyman Hospitality Prope$8.5M0.03%85,881CommonSOLE
N00985106AERAercap Holdings Nv$8.5M0.03%72,275CommonSOLE
030420103AWKAmerican Water Works Co$8.4M0.03%60,469CommonSOLE
88146M101TRNOTerreno Realty Corp$8.4M0.03%149,852CommonSOLE
P73684113OSWOnespaworld Holdings Lt$8.4M0.03%410,677CommonSOLE
69351T106PPLPpl Corp$8.4M0.03%246,900CommonSOLE
260003108DOVDover Corp$8.3M0.03%45,271CommonSOLE
77543R102ROKURoku Inc$8.3M0.03%94,366CommonSOLE
97650W108WTFCWintrust Financial Corp$8.2M0.03%66,468CommonSOLE
913903100UHSUniversal Health Servic$8.2M0.03%45,367CommonSOLE
124805102CBZCbiz Inc$8.2M0.03%114,259CommonSOLE
665859104NTRSNorthern Trust Corp$8.2M0.03%64,547CommonSOLE
446150104HBANHuntington Bancshares I$8.1M0.03%482,668CommonSOLE
40434L105HPQHp Inc$8.1M0.03%330,169CommonSOLE
M98068105WIXWix.Com Ltd$8.1M0.03%50,923CommonSOLE
693506107PPGPpg Industries Inc$8.0M0.03%70,561CommonSOLE
504922105LHLabcorp Holdings Inc$8.0M0.03%30,416CommonSOLE

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.