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ICONIQ Capital, LLC

Q1 2025 · 13F-HR

ICONIQ Capital, LLCholdings as filed

Filed 2025-05-14 · accession 0001011438-25-000273

$5.64B
Reported value
386
Positions
2025-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
74275K108PCORPROCORE TECHNOLOGIES INC$1.70B30.2%22,297,433CommonSHARED
81764X103TTANSERVICETITAN INC$1.48B26.2%15,510,988CommonSHARED
09581B103OWLBLUE OWL CAPITAL INC$671.3M11.9%33,500,000CommonSHARED
23804L103DDOGDATADOG INC$208.1M3.69%2,097,646CommonSHARED
37637K108GTLBGITLAB INC$178.9M3.17%4,107,756CommonSHARED
82509L107SHOPSHOPIFY INC$177.5M3.15%1,858,674CommonNONE
464288257ACWIISHARES TR$168.1M2.98%1,444,664CommonNONE
292812104ENFUSION INC$156.5M2.78%14,039,594CommonSHARED
09239B109BLBLACKLINE INC$101.1M1.79%2,087,081CommonNONE
10576N102BRZEBRAZE INC$64.5M1.14%1,788,630CommonSHARED
023135106AMZNAMAZON COM INC$57.0M1.01%299,673CommonNONE
770700102HOODROBINHOOD MKTS INC$48.9M0.87%1,175,483CommonSHARED
G6683N103NUNU HLDGS LTD$47.2M0.84%4,612,411CommonSHARED
68389X105ORCLORACLE CORP$42.2M0.75%301,909CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$29.7M0.53%84,141CommonSHARED
380237107GDDYGODADDY INC$21.9M0.39%121,776CommonSHARED
67066G104NVDANVIDIA CORPORATION$21.7M0.38%200,113CommonNONE
888787108TOSTTOAST INC$20.9M0.37%630,294CommonSHARED
11135F101AVGOBROADCOM INC$18.2M0.32%108,577CommonNONE
58733R102MELIMERCADOLIBRE INC$17.2M0.30%8,804CommonNONE
037833100AAPLAPPLE INC$17.0M0.30%76,535CommonNONE
19260Q107COINCOINBASE GLOBAL INC$16.1M0.29%93,471CommonNONE
594918104MSFTMICROSOFT CORP$12.6M0.22%33,432CommonNONE
78463V107GLDSPDR GOLD TR$12.1M0.22%42,127CommonNONE
03831W108APPAPPLOVIN$10.8M0.19%40,793CommonSHARED
12510Q100CCCCCC INTELLIGENT SOLUTIONS HL$10.5M0.19%1,160,847CommonNONE
79466L302CRMSALESFORCE INC$10.4M0.18%38,593CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$9.9M0.18%18,631CommonSHARED
210322202SOVFELEVATION SERIES TRUST$9.9M0.18%332,447CommonSHARED
464287663IUSVISHARES TR$8.1M0.14%87,643CommonNONE
922908363VOOVANGUARD INDEX FDS$8.0M0.14%15,624CommonNONE
464288240ACWXISHARES TR$7.9M0.14%142,174CommonNONE
464287614IWFISHARES TR$7.0M0.12%19,457CommonNONE
464287671IUSGISHARES TR$6.8M0.12%53,853CommonNONE
464287200IVVISHARES TR$6.5M0.12%11,601CommonNONE
30303M102METAMETA PLATFORMS INC$6.4M0.11%11,135CommonNONE
464287622IWBISHARES TR$6.0M0.11%19,666CommonNONE
02079K305GOOGLALPHABET INC$5.6M0.10%36,150CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$5.4M0.10%46,429CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$5.4M0.09%105,298CommonNONE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$5.1M0.09%77,932CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$5.1M0.09%69,408CommonNONE
46432F842IEFAISHARES TR$5.0M0.09%66,503CommonNONE
464286392URTHISHARES INC$4.5M0.08%29,109CommonNONE
02079K107GOOGALPHABET INC$4.3M0.08%27,356CommonNONE
171077407NAGENIAGEN BIOSCIENCE INC$4.0M0.07%585,347CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$4.0M0.07%7,115CommonNONE
50015M109KODKODIAK SCIENCES INC$3.6M0.06%1,266,563CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$3.2M0.06%16,600CommonNONE
532457108LLYELI LILLY & CO$3.2M0.06%3,887CommonNONE
88160R101TSLATESLA INC$3.1M0.06%12,042CommonNONE
92826C839VVISA INC$2.9M0.05%8,189CommonNONE
640979100NMRANEUMORA THERAPEUTICS INC.$2.6M0.05%2,559,090CommonSHARED
25809K105DASHDOORDASH$2.5M0.04%13,510CommonSHARED
922908769VTIVANGUARD INDEX FDS$2.4M0.04%8,711CommonNONE
57636Q104MAMASTERCARD INCORPORATED$2.3M0.04%4,280CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$2.3M0.04%2,472CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$2.2M0.04%16,845CommonNONE
64110L106NFLXNETFLIX INC$2.2M0.04%2,366CommonNONE
922908736VUGVANGUARD INDEX FDS$2.0M0.04%5,349CommonNONE
464287598IWDISHARES TR$2.0M0.04%10,489CommonNONE
30231G102XOMEXXON MOBIL CORP$1.9M0.03%15,919CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.8M0.03%10,804CommonNONE
191216100KOCOCA COLA CO$1.7M0.03%23,877CommonNONE
00287Y109ABBVABBVIE INC$1.7M0.03%8,150CommonNONE
437076102HDHOME DEPOT INC$1.7M0.03%4,626CommonNONE
478160104JNJJOHNSON & JOHNSON$1.7M0.03%10,091CommonNONE
833445109SNOWSNOWFLAKE INC$1.6M0.03%10,965CommonNONE
464285204IAUISHARES GOLD TR$1.5M0.03%24,727CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.5M0.03%5,939CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$1.4M0.03%2,747CommonNONE
002824100ABTABBOTT LABS$1.4M0.03%10,798CommonNONE
46429B663HDVISHARES TR$1.4M0.02%11,565CommonNONE
803054204SAPSAP SE$1.4M0.02%5,180CommonNONE
166764100CVXCHEVRON CORP NEW$1.3M0.02%7,922CommonNONE
N07059210ASMLASML HOLDING N V$1.3M0.02%1,942CommonNONE
404280406HSBCHSBC HLDGS PLC$1.3M0.02%22,396CommonNONE
949746101WMT2WELLS FARGO CO NEW$1.3M0.02%17,569CommonNONE
00206R102TAT&T INC$1.3M0.02%44,208CommonNONE
461202103INTUINTUIT$1.2M0.02%2,010CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$1.2M0.02%2,230CommonNONE
718172109PMPHILIP MORRIS INTL INC$1.2M0.02%7,491CommonNONE
17275R102CSCOCISCO SYS INC$1.2M0.02%18,972CommonNONE
580135101MCDMCDONALDS CORP$1.2M0.02%3,735CommonNONE
046353108AZNNASTRAZENECA PLC$1.2M0.02%15,823CommonNONE
369604301GEGE AEROSPACE$1.2M0.02%5,795CommonNONE
713448108PEPPEPSICO INC$1.1M0.02%7,359CommonNONE
75513E101RTXRTX CORPORATION$1.1M0.02%8,070CommonNONE
670100205NVONOVO-NORDISK A S$1.1M0.02%15,218CommonNONE
031162100AMGNAMGEN INC$1.0M0.02%3,341CommonNONE
743315103PGRPROGRESSIVE CORP$1.0M0.02%3,593CommonNONE
907818108UNPUNION PAC CORP$1.0M0.02%4,263CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$995,0960.02%3,189CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$955,8710.02%1,930CommonNONE
025816109AXPAMERICAN EXPRESS CO$954,0510.02%3,546CommonNONE
80105N105SNYSANOFI$952,4150.02%17,173CommonNONE
482480100KLACKLA CORP$952,3400.02%1,401CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$943,0260.02%9,348CommonNONE
254687106DISDISNEY WALT CO$917,2190.02%9,293CommonNONE
060505104BACBANK AMERICA CORP$900,9800.02%39,884CommonNONE
088606108BHPBHP GROUP LTD$883,9620.02%18,211CommonNONE
66987V109NVSNOVARTIS AG$881,4720.02%7,907CommonNONE
835699307SONYSONY GROUP CORP$877,7580.02%34,571CommonNONE
G54950103LINLINDE PLC$877,2660.02%1,884CommonNONE
512807306LRCXLAM RESEARCH CORP$876,1800.02%12,052CommonNONE
872540109TJXTJX COS INC NEW$852,7220.02%7,001CommonNONE
464287168DVYISHARES TR$839,4470.01%6,251CommonNONE
78409V104SPGIS&P GLOBAL INC$836,3330.01%1,646CommonNONE
747525103QCOMQUALCOMM INC$834,4100.01%5,432CommonNONE
375558103GILDGILEAD SCIENCES INC$828,6100.01%7,395CommonNONE
00724F101ADBEADOBE INC$823,0550.01%2,146CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$809,2220.01%17,840CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$793,6720.01%1,595CommonNONE
863667101SYKSTRYKER CORPORATION$782,8420.01%2,103CommonNONE
882508104TXNTEXAS INSTRS INC$775,2260.01%4,314CommonNONE
780087102RYROYAL BK CDA$761,8740.01%6,759CommonNONE
892331307TMTOYOTA MOTOR CORP$755,3720.01%4,279CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$751,2140.01%12,317CommonNONE
055622104BPBP PLC$738,0070.01%21,841CommonNONE
874060205TAKTAKEDA PHARMACEUTICAL CO LTD$737,9530.01%49,627CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$735,0180.01%3,012CommonNONE
89151E109TTENTOTALENERGIES SE$732,4850.01%11,323CommonNONE
780259305SHELSHELL PLC$724,0060.01%9,880CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$715,7200.01%5,868CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$713,6320.01%6,946CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$708,7910.01%8,398CommonNONE
86562M209SMFGSUMITOMO MITSUI FINL GROUP I$679,1270.01%43,928CommonNONE
337738108FISVFISERV INC$672,4270.01%3,045CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$657,5010.01%2,152CommonNONE
032654105ADIANALOG DEVICES INC$654,2170.01%3,244CommonNONE
097023105BABOEING CO$649,1130.01%3,806CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$644,9670.01%140CommonNONE
438516106HONHONEYWELL INTL INC$640,1200.01%3,023CommonNONE
617446448MSMORGAN STANLEY$636,7850.01%5,458CommonNONE
81762P102NOWSERVICENOW INC$625,7660.01%786CommonNONE
808513105SCHWSCHWAB CHARLES CORP$625,3010.01%7,988CommonNONE
891160509TDTORONTO DOMINION BK ONT$609,7700.01%10,173CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$601,1770.01%1,240CommonNONE
697435105PANWPALO ALTO NETWORKS INC$599,7800.01%3,515CommonNONE
H42097107UBSUBS GROUP AG$594,1910.01%19,399CommonNONE
595112103MUMICRON TECHNOLOGY INC$585,2040.01%6,735CommonNONE
58933Y105MRKMERCK & CO INC$574,9130.01%6,405CommonNONE
458140100INTCINTEL CORP$572,6550.01%25,216CommonNONE
969457100WMBWILLIAMS COS INC$572,3810.01%9,578CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$571,1640.01%4,429CommonNONE
001055102AFLAFLAC INC$568,7370.01%5,115CommonNONE
389930207BTCGRAYSCALE BITCOIN MINI TR ET$568,7330.01%15,586CommonNONE
931142103WMTWALMART INC$568,6160.01%6,477CommonNONE
09290D101BLKBLACKROCK INC$562,2090.01%594CommonNONE
65339F101NEENEXTERA ENERGY INC$560,1020.01%7,901CommonNONE
02209S103MOALTRIA GROUP INC$555,9050.01%9,262CommonNONE
036752103ELVELEVANCE HEALTH INC$552,3990.01%1,270CommonNONE
60687Y109MFGMIZUHO FINANCIAL GROUP INC$548,0250.01%99,460CommonNONE
244199105DEDEERE & CO$541,6300.01%1,154CommonNONE
13646K108CPCANADIAN PACIFIC KANSAS CITY$540,3360.01%7,696CommonNONE
H1467J104CBCHUBB LIMITED$536,0320.01%1,775CommonNONE
33734X192SKYYFIRST TR EXCHANGE TRADED FD$535,1740.01%5,235CommonNONE
74340W103PLDPROLOGIS INC.$535,1390.01%4,787CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$526,3740.01%2,419CommonNONE
33733E302FDNFIRST TR EXCHANGE TRADED FD$517,3870.01%2,329CommonNONE
16411R208LNGCHENIERE ENERGY INC$511,8570.01%2,212CommonNONE
452308109ITWILLINOIS TOOL WKS INC$510,1570.01%2,057CommonNONE
464287101OEFISHARES TR$509,9730.01%1,883CommonNONE
501044101KRKROGER CO$509,7730.01%7,531CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$508,4110.01%2,675CommonNONE
G5960L103MDTMEDTRONIC PLC$506,2710.01%5,634CommonNONE
G29183103ETNEATON CORP PLC$503,1570.01%1,851CommonNONE
05964H105SANBANCO SANTANDER S.A.$500,7780.01%74,743CommonNONE
125523100CITHE CIGNA GROUP$500,4090.01%1,521CommonNONE
548661107LOWLOWES COS INC$496,3130.01%2,128CommonNONE
11271J107BNBROOKFIELD CORP$489,5620.01%9,341CommonNONE
032095101APHAMPHENOL CORP NEW$487,4650.01%7,432CommonNONE
893641100TDGTRANSDIGM GROUP INC$485,5350.01%351CommonNONE
149123101CATCATERPILLAR INC$485,1360.01%1,471CommonNONE
922908744VTVVANGUARD INDEX FDS$478,6630.01%2,771CommonNONE
47215P106JDJD.COM INC$478,0200.01%11,625CommonNONE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTA$476,1280.01%34,958CommonNONE
12572Q105CMECME GROUP INC$475,1340.01%1,791CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$474,3600.01%1,374CommonNONE
94106L109WMWASTE MGMT INC DEL$466,2610.01%2,014CommonNONE
58155Q103MCKMCKESSON CORP$464,3630.01%690CommonNONE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWARE$463,6180.01%2,237CommonNONE
038222105AMATAPPLIED MATLS INC$463,5130.01%3,194CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$461,7480.01%2,627CommonNONE
37733W204GSKGSK PLC$460,5410.01%11,888CommonNONE
922908553VNQVANGUARD INDEX FDS$455,1450.01%5,027CommonNONE
063671101BMOBANK MONTREAL QUE$454,2460.01%4,756CommonNONE
89832Q109TFCTRUIST FINL CORP$452,3620.01%10,993CommonNONE
922908538VOTVANGUARD INDEX FDS$450,1380.01%1,840CommonNONE
09260D107BXBLACKSTONE INC$449,2530.01%3,214CommonNONE
921910816MGKVANGUARD WORLD FD$445,7140.01%1,443CommonNONE
075887109BDXBECTON DICKINSON & CO$445,5220.01%1,945CommonNONE
884903808TRI4EURTHOMSON REUTERS CORP$444,5630.01%2,573CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$442,4630.01%2,565CommonNONE
235851102DHRDANAHER CORPORATION$437,4700.01%2,134CommonNONE
36828A101GEVGE VERNOVA INC$433,8030.01%1,421CommonNONE
29444U700EQIXEQUINIX INC$432,1360.01%530CommonNONE
88579Y101MMM3M$431,7680.01%2,940CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$429,7740.01%300CommonNONE
904767704UNILEVER PLC$429,7720.01%7,217CommonNONE
95040Q104WELLWELLTOWER INC$424,8510.01%2,773CommonNONE
824348106SHWSHERWIN WILLIAMS CO$423,2180.01%1,212CommonNONE
46434G103IEMGISHARES INC$421,9910.01%7,819CommonNONE
46090E103QQQINVESCO QQQ TR$420,6210.01%897CommonNONE
06738E204BCSBARCLAYS PLC$420,1420.01%27,353CommonNONE
759530108RELXRELX PLC$417,5960.01%8,284CommonNONE
78464A763SDYSPDR SER TR$415,8590.01%3,065CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$404,8220.01%736CommonNONE
855244109SBUXSTARBUCKS CORP$403,3460.01%4,112CommonNONE
29250N105ENBENBRIDGE INC$402,7780.01%9,090CommonNONE
G0403H108AONAON PLC$394,3010.01%988CommonNONE
717081103PFEPFIZER INC$391,4270.01%15,447CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$390,8720.01%1,478CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$389,5140.01%1,896CommonNONE
03524A108BUDANHEUSER BUSCH INBEV SA/NV$388,0740.01%6,304CommonNONE
701094104PHPARKER-HANNIFIN CORP$387,2000.01%637CommonNONE
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539830109LMTLOCKHEED MARTIN CORP$382,3840.01%856CommonNONE
G25508105CRHCRH PLC$379,2390.01%4,311CommonNONE
126650100CVSCVS HEALTH CORP$378,4520.01%5,586CommonNONE
34959E109FTNTFORTINET INC$377,9170.01%3,926CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$376,8500.01%5,944CommonNONE
14040H105COFCAPITAL ONE FINL CORP$376,3510.01%2,099CommonNONE
291011104EMREMERSON ELEC CO$372,4470.01%3,397CommonNONE
94106B101WCNWASTE CONNECTIONS INC$370,2750.01%1,897CommonNONE
615369105MCOMOODYS CORP$366,4980.01%787CommonNONE
760759100RSGREPUBLIC SVCS INC$365,1770.01%1,508CommonNONE
639057207NWGNATWEST GROUP PLC$360,1990.01%30,218CommonNONE
842587107SOSOUTHERN CO$357,9610.01%3,893CommonNONE
040413205ANETARISTA NETWORKS INC$357,6480.01%4,616CommonNONE
26875P101EOGEOG RES INC$354,1990.01%2,762CommonNONE
767204100RIORIO TINTO PLC$353,9310.01%5,891CommonNONE
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30161N101EXCEXELON CORP$341,4070.01%7,409CommonNONE
194162103CLCOLGATE PALMOLIVE CO$340,9740.01%3,639CommonNONE
56501R106MFCMANULIFE FINL CORP$339,9400.01%10,913CommonNONE
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679580100ODFLOLD DOMINION FREIGHT LINE IN$295,4940.01%1,786CommonNONE
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81369Y506XLESELECT SECTOR SPDR TR$275,6780.00%2,950CommonNONE
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87612G101TRGPTARGA RES CORP$272,4390.00%1,359CommonNONE
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98978V103ZTSZOETIS INC$270,5200.00%1,643CommonNONE
704326107PAYXPAYCHEX INC$268,9100.00%1,743CommonSHARED
231021106CMICUMMINS INC$266,1110.00%849CommonNONE
464287804IJRISHARES TR$266,0260.00%2,544CommonNONE
N53745100LYBLYONDELLBASELL INDSUSTRIES N$265,8300.00%3,776CommonNONE
570535104MKLMARKEL GROUP INC$265,4850.00%142CommonNONE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$265,0220.00%19,444CommonNONE
922908611VBRVANGUARD INDEX FDS$264,3460.00%1,419CommonNONE
49456B101KMIKINDER MORGAN INC DEL$264,1590.00%9,259CommonNONE
052769106ADSKAUTODESK INC$263,3710.00%1,006CommonNONE
405552100HLNHALEON PLC$261,1090.00%25,375CommonNONE
G3643J108FLUTFLUTTER ENTMT PLC$258,5490.00%1,167CommonNONE
D18190898DBDEUTSCHE BANK A G$258,4840.00%10,847CommonNONE
29364G103ETRENTERGY CORP NEW$257,4960.00%3,012CommonNONE
G87052109TELTE CONNECTIVITY PLC$256,6370.00%1,816CommonNONE
37045V100GMGENERAL MTRS CO$255,5610.00%5,434CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$255,4930.00%499CommonNONE
92939U106WECWEC ENERGY GROUP INC$254,9040.00%2,339CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$254,6200.00%1,726CommonNONE
031100100AMEAMETEK INC$254,4230.00%1,478CommonNONE
88262P102TPLTEXAS PACIFIC LAND CORPORATION$254,3980.00%192CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$253,2020.00%1,849CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$252,2760.00%1,519CommonNONE
26614N102DDDUPONT DE NEMOURS INC$250,3270.00%3,352CommonNONE
922475108VEEVVEEVA SYS INC$250,1600.00%1,080CommonNONE
69351T106PPLPPL CORP$250,0620.00%6,925CommonNONE
718546104PSXPHILLIPS 66$249,8000.00%2,023CommonNONE
04016X101ARGXARGENX SE$249,1730.00%421CommonNONE
115236101BROBROWN & BROWN INC$248,9240.00%2,001CommonNONE
22160N109CSGPCOSTAR GROUP INC$248,4650.00%3,136CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$248,2380.00%4,944CommonNONE
75943R102RLAYRELAY THERAPEUTICS INC$248,1060.00%94,697CommonNONE
438128308HMCHONDA MOTOR LTD$247,3440.00%9,117CommonNONE
867224107SUSUNCOR ENERGY INC NEW$245,7170.00%6,346CommonNONE
682189105ONON SEMICONDUCTOR CORP$243,1230.00%5,975CommonNONE
278865100ECLECOLAB INC$242,8720.00%958CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$241,7580.00%2,196CommonNONE
925652109VICIVICI PPTYS INC$238,5500.00%7,313CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$238,4700.00%376CommonNONE
98389B100XELXCEL ENERGY INC$237,5710.00%3,356CommonNONE
H2906T109GRMNGARMIN LTD$237,3230.00%1,093CommonNONE
008474108AEMAGNICO EAGLE MINES LTD$237,3090.00%2,189CommonNONE
636274409NGGNATIONAL GRID PLC$234,8180.00%3,579CommonNONE
071813109BAXBAXTER INTL INC$234,3390.00%6,846CommonNONE
05722G100BKRBAKER HUGHES COMPANY$233,6380.00%5,316CommonNONE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$233,1860.00%690CommonNONE
22052L104CTVACORTEVA INC$233,0930.00%3,704CommonNONE
254709108DFSEURDISCOVER FINL SVCS$232,1520.00%1,360CommonNONE
136375102CNICANADIAN NATL RY CO$231,7600.00%2,378CommonNONE
756109104OREALTY INCOME CORP$230,9960.00%3,982CommonNONE
172908105CTASCINTAS CORP$229,3710.00%1,116CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$228,6360.00%3,504CommonNONE
03662Q105AKXANSYS INC$227,9230.00%720CommonNONE
18915M107NETCLOUDFLARE INC$226,5070.00%2,010CommonNONE
65535H208NMRNOMURA HLDGS INC$223,4710.00%42,625CommonNONE
316773100FITBFIFTH THIRD BANCORP$222,1460.00%5,667CommonNONE
084423102WRBBERKLEY W R CORP$222,1070.00%3,121CommonNONE
464287499IWRISHARES TR$220,7570.00%2,595CommonNONE
174610105CFGCITIZENS FINL GROUP INC$220,6230.00%5,385CommonNONE
366651107ITGARTNER INC$219,9440.00%524CommonNONE
G0450A105ACGLARCH CAP GROUP LTD$219,6750.00%2,284CommonNONE
92345Y106VRSKVERISK ANALYTICS INC$219,0480.00%736CommonNONE
706327103PBAPEMBINA PIPELINE CORP$218,3240.00%5,454CommonNONE
14149Y108CAHCARDINAL HEALTH INC$217,8140.00%1,581CommonNONE
654902204NOKNOKIA CORP$215,0000.00%40,797CommonNONE
872590104TMUST-MOBILE US INC$214,7020.00%805CommonNONE
902494103TSNTYSON FOODS INC$214,2100.00%3,357CommonNONE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$213,4850.00%2,453CommonNONE
871829107SYYSYSCO CORP$212,7340.00%2,835CommonNONE
351858105FNVFRANCO NEV CORP$210,0270.00%1,333CommonNONE
487836108KKELLANOVA$209,6070.00%2,541CommonNONE
369550108GDGENERAL DYNAMICS CORP$209,3410.00%768CommonNONE
126408103CSXCSX CORP$208,8060.00%7,095CommonNONE
55354G100MSCIMSCI INC$208,6700.00%369CommonNONE
443573100HUBSHUBSPOT INC$208,5210.00%365CommonNONE
384802104GWWGRAINGER W W INC$207,4440.00%210CommonNONE
260557103DOWDOW INC$206,4470.00%5,912CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$205,8840.00%1,995CommonNONE
064149107BNSBANK NOVA SCOTIA HALIFAX$205,5620.00%4,334CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$205,0580.00%1,017CommonNONE
31488V107FERGFERGUSON ENTERPRISES INC$204,9340.00%1,279CommonNONE
136385101CNQCANADIAN NAT RES LTD$204,4500.00%6,638CommonNONE
87807B107TRPTC ENERGY CORP$204,1360.00%4,324CommonNONE
816851109SRESEMPRA$204,0900.00%2,860CommonNONE
942622200WSOWATSCO INC$203,8280.00%401CommonNONE
G8473T100STESTERIS PLC$203,3050.00%897CommonNONE
98419M100XYLXYLEM INC$201,2900.00%1,685CommonNONE
03938L203MTARCELORMITTAL SA LUXEMBOURG$200,8540.00%6,962CommonNONE
531229755FWONKLIBERTY MEDIA CORP DEL$187,1370.00%2,297CommonNONE
493267108KEYKEYCORP$173,6350.00%10,859CommonNONE
496902404KGCKINROSS GOLD CORP$158,0030.00%12,530CommonNONE
345370860FFORD MTR CO$152,9070.00%15,245CommonNONE
G4124C109GRABGRAB HOLDINGS LIMITED$150,4050.00%33,202CommonNONE
M53213100ICLICL GROUP LTD$149,1750.00%26,217CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$131,9790.00%12,300CommonNONE
879382208TELFYTELEFONICA S A$103,2800.00%11,844CommonNONE
294821608ERICTELEFONAKTIEBOLAGET LM ERICS$98,3340.00%12,672CommonNONE
594972408MSTRMICROSTRATEGY INC$70,4000.00%838CommonNONE
110448107BTIBRITISH AMERN TOB PLC$54,2970.00%12,425CommonNONE

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.