Now live: Pro — the full 13F research suite for serious investorsSee pricing →
ICONIQ Capital, LLC

Q4 2024 · 13F-HR

ICONIQ Capital, LLCholdings as filed

Filed 2025-02-14 · accession 0001011438-25-000133

$6.42B
Reported value
345
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
74275K108PCORPROCORE TECHNOLOGIES INC$1.70B26.5%22,697,433CommonSHARED
81764X103TTANSERVICETITAN INC$1.60B24.8%15,510,988CommonSHARED
09581B103OWLBLUE OWL CAPITAL INC$779.6M12.1%33,518,448CommonSHARED
23804L103DDOGDATADOG INC$394.4M6.14%2,760,423CommonSHARED
37637K108GTLBGITLAB INC$240.1M3.74%4,260,640CommonSHARED
82509L107SHOPSHOPIFY INC$197.6M3.07%1,857,938CommonSHARED
464288257ACWIISHARES TR$183.7M2.86%1,563,488CommonNONE
292812104ENFUSION INC$144.6M2.25%14,039,594CommonSHARED
11135F101AVGOBROADCOM INC$142.5M2.22%614,557CommonSHARED
09239B109BLBLACKLINE INC$126.8M1.97%2,087,081CommonSHARED
10576N102BRZEBRAZE INC$74.9M1.17%1,788,630CommonSHARED
433000106HIMSHIMS & HERS HEALTH INC$69.5M1.08%2,874,769CommonSHARED
67066G104NVDANVIDIA CORPORATION$48.3M0.75%359,678CommonSHARED
770700102HOODROBINHOOD MKTS INC$44.1M0.69%1,183,557CommonSHARED
922908769VTIVANGUARD INDEX FDS$36.3M0.56%125,197CommonNONE
02079K305GOOGLALPHABET INC$36.2M0.56%191,298CommonSHARED
G6683N103NUNU HLDGS LTD$30.5M0.48%2,946,838CommonSHARED
92204A207VDCVANGUARD WORLD FDS$29.8M0.46%140,973CommonSHARED
22788C105CRWDCROWDSTRIKE HLDGS INC$28.6M0.45%83,620CommonSHARED
922042874VGKVANGUARD INTL EQUITY INDEX F$27.4M0.43%431,475CommonSHARED
640979100NMRANEUMORA THERAPEUTICS INC.$27.1M0.42%2,559,090CommonSHARED
78463X509SPEMSPDR INDEX SHS FDS$25.4M0.40%661,733CommonSHARED
922042866VPLVANGUARD INTL EQUITY INDEX F$25.1M0.39%354,016CommonSHARED
380237107GDDYGODADDY INC$24.0M0.37%121,776CommonSHARED
19260Q107COINCOINBASE GLOBAL INC$23.8M0.37%95,852CommonSHARED
037833100AAPLAPPLE INC$16.6M0.26%66,143CommonNONE
58733R102MELIMERCADOLIBRE INC$14.8M0.23%8,691CommonSHARED
78463V107GLDSPDR GOLD TR$13.9M0.22%57,318CommonNONE
594918104MSFTMICROSOFT CORP$13.3M0.21%31,437CommonNONE
79466L302CRMSALESFORCE INC$13.1M0.20%39,254CommonSHARED
023135106AMZNAMAZON COM INC$11.7M0.18%53,348CommonNONE
210322202SOVFELEVATION SERIES TRUST$10.2M0.16%332,447CommonSHARED
50015M109KODKODIAK SCIENCES INC$10.1M0.16%1,016,864CommonSHARED
922908363VOOVANGUARD INDEX FDS$8.4M0.13%15,594CommonSHARED
464287663IUSVISHARES TR$8.1M0.13%87,296CommonSHARED
464287614IWFISHARES TR$8.0M0.12%19,812CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$7.9M0.12%17,440CommonSHARED
464288240ACWXISHARES TR$7.4M0.12%142,174CommonSHARED
171077407NAGECHROMADEX CORP$6.9M0.11%1,296,354CommonSHARED
464287200IVVISHARES TR$6.7M0.11%11,465CommonNONE
464287622IWBISHARES TR$6.5M0.10%20,271CommonNONE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$5.8M0.09%77,932CommonSHARED
30303M102METAMETA PLATFORMS INC$5.6M0.09%9,494CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$5.0M0.08%105,294CommonSHARED
88160R101TSLATESLA INC$4.7M0.07%11,674CommonSHARED
02079K107GOOGALPHABET INC$4.7M0.07%24,456CommonNONE
46432F842IEFAISHARES TR$4.6M0.07%65,516CommonSHARED
464286392URTHISHARES INC$4.5M0.07%29,109CommonSHARED
78462F103SPYSPDR S&P 500 ETF TR$4.2M0.06%7,113CommonSHARED
90353T100UBERUBER TECHNOLOGIES INC$3.9M0.06%64,417CommonSHARED
922042742VTVANGUARD INTL EQUITY INDEX F$3.6M0.06%30,548CommonSHARED
921908844VIGVANGUARD SPECIALIZED FUNDS$3.3M0.05%16,600CommonSHARED
833445109SNOWSNOWFLAKE INC$2.8M0.04%18,334CommonSHARED
532457108LLYELI LILLY & CO$2.7M0.04%3,457CommonSHARED
92826C839VVISA INC$2.2M0.03%6,928CommonNONE
30231G102XOMEXXON MOBIL CORP$2.1M0.03%19,506CommonSHARED
464287598IWDISHARES TR$1.9M0.03%10,489CommonSHARED
25809K105DASHDOORDASH$1.9M0.03%11,503CommonSHARED
464285204IAUISHARES GOLD TR$1.9M0.03%38,140CommonSHARED
742718109PGPROCTER AND GAMBLE CO$1.9M0.03%11,199CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$1.8M0.03%2,002CommonSHARED
57636Q104MAMASTERCARD INCORPORATED$1.8M0.03%3,467CommonSHARED
01609W102BABAALIBABA GROUP HLDG LTD$1.8M0.03%21,498CommonNONE
64110L106NFLXNETFLIX INC$1.8M0.03%2,039CommonNONE
922908736VUGVANGUARD INDEX FDS$1.7M0.03%4,143CommonSHARED
437076102HDHOME DEPOT INC$1.6M0.02%4,112CommonNONE
060505104BACBANK AMERICA CORP$1.5M0.02%35,129CommonSHARED
6706ER101XBXMXNUVEEN S&P 500 BUY-WRITE INC$1.5M0.02%109,800CommonSHARED
46434G103IEMGISHARES INC$1.5M0.02%29,189CommonSHARED
46625H100JPMJPMORGAN CHASE & CO.$1.4M0.02%5,927CommonNONE
922908553VNQVANGUARD INDEX FDS$1.4M0.02%15,831CommonSHARED
N07059210ASMLASML HOLDING N V$1.4M0.02%2,029CommonSHARED
46429B663HDVISHARES TR$1.3M0.02%11,565CommonSHARED
91324P102UNHUNITEDHEALTH GROUP INC$1.3M0.02%2,483CommonNONE
670100205NVONOVO-NORDISK A S$1.2M0.02%14,017CommonSHARED
38141G104GSGOLDMAN SACHS GROUP INC$1.1M0.02%1,955CommonNONE
00287Y109ABBVABBVIE INC$1.1M0.02%6,136CommonSHARED
803054204SAPSAP SE$1.1M0.02%4,393CommonSHARED
68389X105ORCLORACLE CORP$1.1M0.02%6,406CommonSHARED
461202103INTUINTUIT$1.0M0.02%1,661CommonSHARED
337738108FISVFISERV INC$1.0M0.02%5,064CommonSHARED
949746101WMT2WELLS FARGO CO NEW$1.0M0.02%14,515CommonSHARED
743315103PGRPROGRESSIVE CORP$988,1520.02%4,124CommonSHARED
002824100ABTABBOTT LABS$986,9980.02%8,726CommonSHARED
404280406HSBCHSBC HLDGS PLC$980,6930.02%19,828CommonSHARED
G1151C101ACNACCENTURE PLC IRELAND$963,2010.01%2,738CommonSHARED
780087102RYROYAL BK CDA$937,4470.01%7,779CommonSHARED
580135101MCDMCDONALDS CORP$935,4750.01%3,227CommonNONE
58933Y105MRKMERCK & CO INC$921,9810.01%9,268CommonNONE
046353108AZNNASTRAZENECA PLC$920,2280.01%14,045CommonSHARED
254687106DISDISNEY WALT CO$902,4920.01%8,105CommonSHARED
81762P102NOWSERVICENOW INC$894,7410.01%844CommonSHARED
025816109AXPAMERICAN EXPRESS CO$889,1830.01%2,996CommonNONE
17275R102CSCOCISCO SYS INC$885,3360.01%14,955CommonNONE
892331307TMTOYOTA MOTOR CORP$885,2810.01%4,549CommonSHARED
620076307MSIMOTOROLA SOLUTIONS INC$867,1430.01%1,876CommonSHARED
46120E602ISRGINTUITIVE SURGICAL INC$866,4540.01%1,660CommonSHARED
032654105ADIANALOG DEVICES INC$858,7630.01%4,042CommonSHARED
00206R102TAT&T INC$845,2220.01%37,120CommonSHARED
882508104TXNTEXAS INSTRS INC$840,9820.01%4,485CommonSHARED
464287168DVYISHARES TR$816,2300.01%6,217CommonSHARED
75513E101RTXRTX CORPORATION$799,0470.01%6,905CommonSHARED
09857L108BKNGBOOKING HOLDINGS INC$755,2000.01%152CommonSHARED
166764100CVXCHEVRON CORP NEW$746,7950.01%5,156CommonNONE
00724F101ADBEADOBE INC$732,3880.01%1,647CommonSHARED
872540109TJXTJX COS INC NEW$717,1280.01%5,936CommonSHARED
438516106HONHONEYWELL INTL INC$714,4900.01%3,163CommonNONE
78409V104SPGIS&P GLOBAL INC$709,6930.01%1,425CommonSHARED
512807306LRCXLAM RESEARCH CORP$698,5360.01%9,671CommonSHARED
747525103QCOMQUALCOMM INC$692,0580.01%4,505CommonSHARED
718172109PMPHILIP MORRIS INTL INC$690,6890.01%5,739CommonSHARED
980228308WDSWOODSIDE ENERGY GROUP LTD$683,5760.01%43,819CommonSHARED
478160104JNJJOHNSON & JOHNSON$682,0280.01%4,716CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$663,2900.01%7,426CommonSHARED
191216100KOCOCA COLA CO$659,7690.01%10,597CommonNONE
032095101APHAMPHENOL CORP NEW$657,0660.01%9,461CommonSHARED
389930207BTCGRAYSCALE BITCOIN MINI TR ET$652,5860.01%15,586CommonSHARED
26441C204DUKDUKE ENERGY CORP NEW$650,9650.01%6,042CommonSHARED
007903107AMDADVANCED MICRO DEVICES INC$645,5020.01%5,344CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$644,9690.01%10,696CommonSHARED
482480100KLACKLA CORP$639,5720.01%1,015CommonSHARED
907818108UNPUNION PAC CORP$636,4600.01%2,791CommonSHARED
09290D101BLKBLACKROCK INC$632,4930.01%617CommonSHARED
33734X192SKYYFIRST TR EXCHANGE TRADED FD$623,5930.01%5,235CommonSHARED
46090E103QQQINVESCO QQQ TR$622,1670.01%1,217CommonSHARED
149123101CATCATERPILLAR INC$615,9660.01%1,698CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$613,4390.01%5,554CommonSHARED
835699307SONYSONY GROUP CORP$609,8950.01%28,823CommonSHARED
66987V109NVSNOVARTIS AG$591,0610.01%6,074CommonSHARED
040413205ANETARISTA NETWORKS INC$588,9040.01%5,328CommonSHARED
571748102MRSHMARSH & MCLENNAN COS INC$583,0650.01%2,745CommonSHARED
464287101OEFISHARES TR$580,0110.01%2,008CommonSHARED
863667101SYKSTRYKER CORPORATION$579,6810.01%1,610CommonSHARED
931142103WMTWALMART INC$578,4210.01%6,402CommonSHARED
110122108BMYBRISTOL-MYERS SQUIBB CO$575,6110.01%10,177CommonSHARED
80105N105SNYSANOFI$572,7310.01%11,875CommonSHARED
92343V104VZVERIZON COMMUNICATIONS INC$572,2570.01%14,310CommonNONE
375558103GILDGILEAD SCIENCES INC$566,6900.01%6,135CommonSHARED
33733E302FDNFIRST TR EXCHANGE TRADED FD$566,3430.01%2,329CommonSHARED
921946406VYMVANGUARD WHITEHALL FDS$565,0960.01%4,429CommonSHARED
617446448MSMORGAN STANLEY$552,9170.01%4,398CommonSHARED
088606108BHPBHP GROUP LTD$551,3500.01%7,834CommonSHARED
874060205TAKTAKEDA PHARMACEUTICAL CO LTD$550,9560.01%41,613CommonSHARED
902252105TYLTYLER TECHNOLOGIES INC$548,3850.01%951CommonSHARED
H1467J104CBCHUBB LIMITED$547,6270.01%1,982CommonSHARED
29362U104ENTGENTEGRIS INC$541,1650.01%5,463CommonSHARED
G54950103LINLINDE PLC$535,4790.01%1,279CommonSHARED
053015103ADPAUTOMATIC DATA PROCESSING IN$534,3910.01%1,808CommonSHARED
452308109ITWILLINOIS TOOL WKS INC$533,2370.01%2,103CommonSHARED
69608A108PLTRPALANTIR TECHNOLOGIES INC$531,3770.01%7,026CommonSHARED
40171V100GWREGUIDEWIRE SOFTWARE INC$522,7670.01%3,101CommonSHARED
86562M209SMFGSUMITOMO MITSUI FINL GROUP I$507,9900.01%35,058CommonSHARED
904767704UNILEVER PLC$504,5730.01%8,899CommonSHARED
G29183103ETNEATON CORP PLC$499,7960.01%1,506CommonSHARED
808513105SCHWSCHWAB CHARLES CORP$496,0150.01%6,702CommonSHARED
09260D107BXBLACKSTONE INC$495,7080.01%2,875CommonSHARED
038222105AMATAPPLIED MATLS INC$487,5650.01%2,998CommonSHARED
G8994E103TTTRANE TECHNOLOGIES PLC$480,5240.01%1,301CommonSHARED
47215P106JDJD.COM INC$472,5170.01%13,629CommonNONE
78464A359CWBSPDR SER TR$470,4560.01%6,040CommonSHARED
717081103PFEPFIZER INC$469,6610.01%17,703CommonSHARED
922908744VTVVANGUARD INDEX FDS$469,1300.01%2,771CommonSHARED
922908538VOTVANGUARD INDEX FDS$466,9000.01%1,840CommonSHARED
780259305SHELSHELL PLC$465,9910.01%7,438CommonSHARED
055622104BPBP PLC$465,7770.01%15,757CommonSHARED
194162103CLCOLGATE PALMOLIVE CO$462,2770.01%5,085CommonSHARED
697435105PANWPALO ALTO NETWORKS INC$459,6310.01%2,526CommonSHARED
244199105DEDEERE & CO$451,2410.01%1,065CommonSHARED
548661107LOWLOWES COS INC$449,6700.01%1,822CommonSHARED
03027X100AMTAMERICAN TOWER CORP NEW$442,9350.01%2,415CommonSHARED
G5960L103MDTMEDTRONIC PLC$441,4170.01%5,526CommonSHARED
063671101BMOBANK MONTREAL QUE$427,6020.01%4,406CommonSHARED
29444U700EQIXEQUINIX INC$426,1860.01%452CommonSHARED
48251W104KKRKKR & CO INC$424,9450.01%2,873CommonSHARED
65339F101NEENEXTERA ENERGY INC$424,4050.01%5,920CommonSHARED
36828A101GEVGE VERNOVA INC$423,0040.01%1,286CommonSHARED
60687Y109MFGMIZUHO FINANCIAL GROUP INC$420,0360.01%85,897CommonSHARED
902973304USBUS BANCORP DEL$416,4080.01%8,706CommonSHARED
78351F107RYANRYAN SPECIALTY HOLDINGS INC$413,0620.01%6,438CommonSHARED
136069101CMCANADIAN IMPERIAL BK COMM$410,5520.01%6,493CommonSHARED
20825C104COPCONOCOPHILLIPS$409,4730.01%4,129CommonSHARED
110448107BTIBRITISH AMERN TOB PLC$406,6750.01%11,197CommonSHARED
125523100CITHE CIGNA GROUP$405,6500.01%1,469CommonSHARED
78464A763SDYSPDR SER TR$404,8870.01%3,065CommonSHARED
911312106UPSUNITED PARCEL SERVICE INC$403,0160.01%3,196CommonSHARED
02209S103MOALTRIA GROUP INC$396,5150.01%7,583CommonSHARED
89832Q109TFCTRUIST FINL CORP$392,6320.01%9,051CommonSHARED
969457100WMBWILLIAMS COS INC$392,5320.01%7,253CommonSHARED
75943R102RLAYRELAY THERAPEUTICS INC$390,1520.01%94,697CommonSHARED
H42097107UBSUBS GROUP AG$388,6420.01%12,818CommonSHARED
874054109TTWOTAKE-TWO INTERACTIVE SOFTWARE$387,4880.01%2,105CommonSHARED
11271J107BNBROOKFIELD CORP$380,3760.01%6,621CommonSHARED
891160509TDTORONTO DOMINION BK ONT$380,2400.01%7,142CommonSHARED
884903808TRI4EURTHOMSON REUTERS CORP$377,8550.01%2,356CommonSHARED
16411R208LNGCHENIERE ENERGY INC$377,3120.01%1,756CommonSHARED
20030N101CMCSACOMCAST CORP NEW$377,1770.01%10,050CommonSHARED
001055102AFLAFLAC INC$373,3150.01%3,609CommonSHARED
816851109SRESEMPRA$368,0730.01%4,196CommonSHARED
097023105BABOEING CO$363,5580.01%2,054CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$362,3550.01%1,206CommonSHARED
291011104EMREMERSON ELEC CO$360,4880.01%2,908CommonSHARED
363576109AJGGALLAGHER ARTHUR J & CO$356,8000.01%1,257CommonSHARED
M7S64H106MNDYMONDAY COM LTD$354,5730.01%1,506CommonSHARED
501044101KRKROGER CO$353,5080.01%5,781CommonSHARED
88579Y101MMM3M$352,8030.01%2,733CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$349,5950.01%672CommonSHARED
13646K108CPCANADIAN PACIFIC KANSAS CITY$346,7250.01%4,791CommonSHARED
759530108RELXRELX PLC$344,0110.01%7,574CommonSHARED
744320102PRUPRUDENTIAL FINL INC$343,0260.01%2,894CommonSHARED
45866F104ICEINTERCONTINENTAL EXCHANGE IN$342,8720.01%2,301CommonSHARED
539830109LMTLOCKHEED MARTIN CORP$342,1020.01%704CommonSHARED
V7780T103RCLROYAL CARIBBEAN GROUP$341,5640.01%1,477CommonSHARED
693475105PNCPNC FINL SVCS GROUP INC$339,2230.01%1,759CommonSHARED
78464A870XBISPDR SER TR$337,0050.01%3,742CommonSHARED
46266C105IQVIQVIA HLDGS INC$336,4250.01%1,712CommonSHARED
74460D109PSAPUBLIC STORAGE OPER CO$334,1750.01%1,116CommonSHARED
842587107SOSOUTHERN CO$332,9840.01%4,045CommonSHARED
89151E109TTENTOTALENERGIES SE$332,9410.01%6,109CommonSHARED
824348106SHWSHERWIN WILLIAMS CO$329,0520.01%968CommonSHARED
922908512VOEVANGUARD INDEX FDS$325,4810.01%2,012CommonSHARED
12572Q105CMECME GROUP INC$324,8900.01%1,399CommonSHARED
95040Q104WELLWELLTOWER INC$322,2590.01%2,557CommonSHARED
70450Y103PYPLPAYPAL HLDGS INC$319,8920.00%3,748CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$319,1240.00%448CommonSHARED
58155Q103MCKMCKESSON CORP$318,0100.00%558CommonSHARED
922908595VBKVANGUARD INDEX FDS$317,3080.00%1,133CommonSHARED
31428X106FDXFEDEX CORP$316,2150.00%1,124CommonSHARED
94106B101WCNWASTE CONNECTIONS INC$313,8200.00%1,829CommonSHARED
075887109BDXBECTON DICKINSON & CO$310,5850.00%1,369CommonSHARED
06738E204BCSBARCLAYS PLC$309,6440.00%23,299CommonSHARED
34959E109FTNTFORTINET INC$308,5720.00%3,266CommonSHARED
89417E109TRVTRAVELERS COMPANIES INC$304,9670.00%1,266CommonNONE
064149107BNSBANK NOVA SCOTIA HALIFAX$303,7870.00%5,655CommonSHARED
880770102TERTERADYNE INC$302,8380.00%2,405CommonSHARED
855244109SBUXSTARBUCKS CORP$302,5850.00%3,316CommonSHARED
14040H105COFCAPITAL ONE FINL CORP$301,7170.00%1,692CommonSHARED
888787108TOSTTOAST INC$300,7490.00%8,251CommonSHARED
98138H101WDAYWORKDAY INC$300,6050.00%1,165CommonSHARED
438128308HMCHONDA MOTOR LTD$295,6350.00%10,355CommonSHARED
615369105MCOMOODYS CORP$293,9630.00%621CommonSHARED
61174X109MNSTMONSTER BEVERAGE CORP NEW$293,6000.00%5,586CommonSHARED
871829107SYYSYSCO CORP$292,7650.00%3,829CommonSHARED
464287804IJRISHARES TR$292,3130.00%2,537CommonSHARED
G25508105CRHCRH PLC$292,0860.00%3,157CommonSHARED
N53745100LYBLYONDELLBASELL INDSUSTRIES N$292,0300.00%3,932CommonSHARED
94106L109WMWASTE MGMT INC DEL$290,5780.00%1,440CommonSHARED
29250N105ENBENBRIDGE INC$287,1660.00%6,768CommonSHARED
56501R106MFCMANULIFE FINL CORP$285,6640.00%9,302CommonSHARED
G0403H108AONAON PLC$282,3000.00%786CommonSHARED
922908611VBRVANGUARD INDEX FDS$281,2170.00%1,419CommonSHARED
494368103KMBKIMBERLY-CLARK CORP$278,9840.00%2,129CommonSHARED
37045V100GMGENERAL MTRS CO$277,7500.00%5,214CommonSHARED
571903202MARMARRIOTT INTL INC NEW$276,9870.00%993CommonSHARED
052769106ADSKAUTODESK INC$273,6980.00%926CommonSHARED
43300A203HLTHILTON WORLDWIDE HLDGS INC$273,1120.00%1,105CommonSHARED
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$271,2970.00%3,211CommonSHARED
L8681T102SPOTSPOTIFY TECHNOLOGY S A$270,2180.00%604CommonSHARED
459200101IBMINTERNATIONAL BUSINESS MACHS$268,8520.00%1,223CommonSHARED
12504L109CBRECBRE GROUP INC$268,4880.00%2,045CommonSHARED
59156R108METMETLIFE INC$267,6660.00%3,269CommonSHARED
03769M106APOAPOLLO GLOBAL MGMT INC$267,3940.00%1,619CommonSHARED
67103H107ORLYOREILLY AUTOMOTIVE INC$266,8050.00%225CommonSHARED
639057207NWGNATWEST GROUP PLC$266,3420.00%26,189CommonSHARED
893641100TDGTRANSDIGM GROUP INC$264,8620.00%209CommonSHARED
03831W108APPAPPLOVIN$264,5690.00%817CommonSHARED
464287481IWPISHARES TR$264,5270.00%2,087CommonSHARED
235851102DHRDANAHER CORPORATION$263,2940.00%1,147CommonSHARED
30161N101EXCEXELON CORP$262,6900.00%6,979CommonSHARED
861012102STMSTMICROELECTRONICS N V$258,9640.00%10,371CommonSHARED
852234103XYZBLOCK INC$257,0100.00%3,024CommonSHARED
25243Q205DEODIAGEO PLC$256,5480.00%2,018CommonSHARED
701094104PHPARKER-HANNIFIN CORP$254,4120.00%400CommonSHARED
760759100RSGREPUBLIC SVCS INC$251,2740.00%1,249CommonSHARED
81369Y506XLESELECT SECTOR SPDR TR$250,8120.00%2,928CommonSHARED
253868103DLRDIGITAL RLTY TR INC$248,6170.00%1,402CommonSHARED
303250104FICOFAIR ISAAC CORP$246,8750.00%124CommonSHARED
21036P108STZCONSTELLATION BRANDS INC$245,3100.00%1,110CommonSHARED
464287473IWSISHARES TR$245,0990.00%1,895CommonSHARED
98978V103ZTSZOETIS INC$243,7430.00%1,496CommonSHARED
020002101ALLALLSTATE CORP$242,3370.00%1,257CommonSHARED
29446M102EQNREQUINOR ASA$241,5200.00%10,195CommonSHARED
064058100BKBANK NEW YORK MELLON CORP$240,4010.00%3,129CommonSHARED
12532H104GIBCGI INC$238,8640.00%2,185CommonSHARED
278865100ECLECOLAB INC$238,5380.00%1,018CommonSHARED
25746U109DDOMINION ENERGY INC$238,2770.00%4,424CommonSHARED
654106103NKENIKE INC$233,5930.00%3,087CommonNONE
713448108PEPPEPSICO INC$233,5640.00%1,536CommonSHARED
595112103MUMICRON TECHNOLOGY INC$232,9550.00%2,768CommonSHARED
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$231,8800.00%19,785CommonSHARED
92532F100VRTXVERTEX PHARMACEUTICALS INC$231,1500.00%574CommonSHARED
464287499IWRISHARES TR$229,3980.00%2,595CommonSHARED
925652109VICIVICI PPTYS INC$229,2690.00%7,849CommonSHARED
G3643J108FLUTFLUTTER ENTMT PLC$229,2450.00%887CommonSHARED
03076C106AMPAMERIPRISE FINL INC$228,4120.00%429CommonSHARED
26614N102DDDUPONT DE NEMOURS INC$227,6060.00%2,985CommonSHARED
04016X101ARGXARGENX SE$227,5500.00%370CommonSHARED
828806109SPGSIMON PPTY GROUP INC NEW$225,7670.00%1,311CommonSHARED
231021106CMICUMMINS INC$224,1500.00%643CommonSHARED
136375102CNICANADIAN NATL RY CO$223,8300.00%2,205CommonSHARED
871607107SNPSSYNOPSYS INC$223,7510.00%461CommonSHARED
65535H208NMRNOMURA HLDGS INC$223,4710.00%38,596CommonSHARED
336433107FSLRFIRST SOLAR INC$222,5910.00%1,263CommonSHARED
126408103CSXCSX CORP$221,7590.00%6,872CommonSHARED
053332102AZOAUTOZONE INC$220,9380.00%69CommonSHARED
693506107PPGPPG INDS INC$220,6240.00%1,847CommonSHARED
704326107PAYXPAYCHEX INC$220,4260.00%1,572CommonSHARED
N3167Y103RACEFERRARI N V$220,0670.00%518CommonSHARED
05964H105SANBANCO SANTANDER S.A.$218,4290.00%47,901CommonSHARED
G51502105JCIJOHNSON CTLS INTL PLC$218,0050.00%2,762CommonSHARED
64110D104NTAPNETAPP INC$217,9980.00%1,878CommonSHARED
05946K101BBVABANCO BILBAO VIZCAYA ARGENTA$215,8810.00%22,210CommonSHARED
570535104MKLMARKEL GROUP INC$215,7790.00%125CommonSHARED
682680103OKEONEOK INC NEW$215,7600.00%2,149CommonSHARED
031100100AMEAMETEK INC$214,6900.00%1,191CommonSHARED
74762E102QUREQUANTA SVCS INC$214,5980.00%679CommonSHARED
217204106CPRTCOPART INC$213,3760.00%3,718CommonSHARED
22822V101CCICROWN CASTLE INC$213,0140.00%2,347CommonSHARED
778296103ROSTROSS STORES INC$211,7780.00%1,400CommonSHARED
21037T109CEGCONSTELLATION ENERGY CORP$211,6300.00%946CommonSHARED
26875P101EOGEOG RES INC$210,8380.00%1,720CommonSHARED
260557103DOWDOW INC$209,1970.00%5,191CommonNONE
009066101ABNBAIRBNB INC$208,8100.00%1,589CommonNONE
83088M102SWKSSKYWORKS SOLUTIONS INC$208,7530.00%2,354CommonSHARED
49456B101KMIKINDER MORGAN INC DEL$207,9930.00%7,591CommonSHARED
09062X103BIIBBIOGEN INC$207,9710.00%1,360CommonSHARED
929740108WABWABTEC$207,7910.00%1,096CommonSHARED
902494103TSNTYSON FOODS INC$206,9560.00%3,603CommonSHARED
405552100HLNHALEON PLC$206,1210.00%21,606CommonSHARED
55354G100MSCIMSCI INC$205,8030.00%343CommonSHARED
458140100INTCINTEL CORP$204,5900.00%10,204CommonNONE
922475108VEEVVEEVA SYS INC$203,5220.00%968CommonSHARED
464287689IWVISHARES TR$201,5530.00%603CommonSHARED
171340102CHDCHURCH & DWIGHT CO INC$201,3570.00%1,923CommonSHARED
502431109LHXL3HARRIS TECHNOLOGIES INC$200,1870.00%952CommonSHARED
067901108ABXBARRICK GOLD CORP$193,9210.00%12,511CommonSHARED
456837103INGING GROEP N.V.$181,2080.00%11,564CommonSHARED
15135U109CVECENOVUS ENERGY INC$178,9820.00%11,814CommonSHARED
654902204NOKNOKIA CORP$170,9630.00%38,592CommonSHARED
G4124C109GRABGRAB HOLDINGS LIMITED$132,9770.00%28,173CommonSHARED
M53213100ICLICL GROUP LTD$124,6610.00%25,235CommonSHARED
934423104WBDWARNER BROS DISCOVERY INC$111,6510.00%10,563CommonSHARED
879382208TELFYTELEFONICA S A$101,2680.00%25,191CommonSHARED
294821608ERICTELEFONAKTIEBOLAGET LM ERICS$99,0330.00%12,287CommonSHARED
496902404KGCKINROSS GOLD CORP$96,2620.00%10,384CommonSHARED
539439109LYGLLOYDS BANKING GROUP PLC$80,9250.00%29,752CommonSHARED

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.